J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Sadiya Nur Sadiya Nur's J.P. Morgan Experience August 2011 - July 2013
Job Product Marketing Manager Intern, Applications and Services Group at Microsoft
Industry Internet
Experience
Microsoft June 2015 - Present
Facebook March 2014 - July 2014
HOSP-PLAN September 2013 - February 2014
J.P. Morgan August 2011 - July 2013
Barclays Capital June 2010 - August 2011
Skills
Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Equities, Fixed Income, Equity Research, Due Diligence, Hedge Funds, Advertising, Social Media Marketing, Marketing Strategy, Product Marketing, Entrepreneurship, Social Entrepreneurship, Analysis, Management, Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Michigan State University 2005 — 2009
Bachelor of Arts (B.A.), Finance, International Business
Microsoft June 2015 - Present
Facebook March 2014 - July 2014
HOSP-PLAN September 2013 - February 2014
J.P. Morgan August 2011 - July 2013
Barclays Capital June 2010 - August 2011
Skills
Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Equities, Fixed Income, Equity Research, Due Diligence, Hedge Funds, Advertising, Social Media Marketing, Marketing Strategy, Product Marketing, Entrepreneurship, Social Entrepreneurship, Analysis, Management, Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Michigan State University 2005 — 2009
Bachelor of Arts (B.A.), Finance, International Business
Will Tso'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
PNC June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Banking, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Corporate Finance, Investments, Leadership, Finance, Social Media, Microsoft Word, Data Analysis, Valuation, Microsoft Office
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Finance
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
PNC June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Banking, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Corporate Finance, Investments, Leadership, Finance, Social Media, Microsoft Word, Data Analysis, Valuation, Microsoft Office
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Finance
Dan Weeks Dan Weeks's J.P. Morgan Experience 2003 - 2006
Job BMO, Director, Sponsor Finance
Industry Banking
Experience
BMO 2009 - Present
BMO Capital Markets 2006 - 2009
J.P. Morgan 2003 - 2006
Skills
LBO, Leveraged Finance, Leveraged Lending, Private Equity, Syndications, Recapitalizations, Acquisitions, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (B.A.), Finance
BMO 2009 - Present
BMO Capital Markets 2006 - 2009
J.P. Morgan 2003 - 2006
Skills
LBO, Leveraged Finance, Leveraged Lending, Private Equity, Syndications, Recapitalizations, Acquisitions, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (B.A.), Finance
Dennis Busch's J.P. Morgan Experience November 2010 - April 2012
Job KYC Officer at JP Morgan Chase & Co
Industry Banking
Experience
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase April 2012 - April 2014
J.P. Morgan November 2010 - April 2012
Senior Lending Network (World Alliance Financial) January 2008 - November 2008
Delta Funding September 2003 - November 2007
Skills
Banking, KYC, Anti Money Laundering, Financial Regulation, Reputational Risk, Economic Sanctions, OFAC, Mortgage Lending, Portfolio Management, Mortgage Banking, Credit, Loans, Financial Analysis, Sales Management, Team Building, Credit Analysis, Loan Origination, Underwriting, Residential Mortgages, Account Management, PowerPoint, Microsoft Excel, Microsoft Word, Business Writing
Education
ACAMS 2015 — 2015
Anti Money Laundering Certification
Michigan State University 1997 — 2002
Bachelor of Arts, Marketing
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase April 2012 - April 2014
J.P. Morgan November 2010 - April 2012
Senior Lending Network (World Alliance Financial) January 2008 - November 2008
Delta Funding September 2003 - November 2007
Skills
Banking, KYC, Anti Money Laundering, Financial Regulation, Reputational Risk, Economic Sanctions, OFAC, Mortgage Lending, Portfolio Management, Mortgage Banking, Credit, Loans, Financial Analysis, Sales Management, Team Building, Credit Analysis, Loan Origination, Underwriting, Residential Mortgages, Account Management, PowerPoint, Microsoft Excel, Microsoft Word, Business Writing
Education
ACAMS 2015 — 2015
Anti Money Laundering Certification
Michigan State University 1997 — 2002
Bachelor of Arts, Marketing
Tim King Tim King's J.P. Morgan Experience August 2007 - June 2014
Job at
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
J.P. Morgan August 2007 - June 2014
J.P. Morgan/Bank One July 1999 - September 2004
Bank One/First Chicago July 1989 - July 1999
Skills
Capital Markets, Equities, Investment Banking, Leveraged Finance, Management, Syndications, Financial Structuring, Commercial Banking, Risk Management, Credit
Education
Michigan State University 1982 — 1986
Master of Business Administration (M.B.A.)
Deutsche Bank September 2014 - Present
J.P. Morgan August 2007 - June 2014
J.P. Morgan/Bank One July 1999 - September 2004
Bank One/First Chicago July 1989 - July 1999
Skills
Capital Markets, Equities, Investment Banking, Leveraged Finance, Management, Syndications, Financial Structuring, Commercial Banking, Risk Management, Credit
Education
Michigan State University 1982 — 1986
Master of Business Administration (M.B.A.)
Aimee Codo's J.P. Morgan Experience August 1995 - May 1997
Job Executive Assistant
Industry Staffing and Recruiting
Experience
Velocity Resource Group August 2014 - May 2015
Velocity Resource Group August 2014 - May 2015
EVEREVE (formerly Hot Mama) April 2011 - August 2014
Edward Hospital 2000 - 2011
J.P. Morgan August 1995 - May 1997
Kemper Financial Services January 1994 - August 1995
J. Walter Thompson January 1993 - November 1993
Skills
Visual Merchandising, Marketing Communications, Merchandising, Wordsmithing, Strategic Planning, Account Management, Leadership, Sales Management
Education
Michigan State University
Bachelor of Arts, Advertising
Velocity Resource Group August 2014 - May 2015
Velocity Resource Group August 2014 - May 2015
EVEREVE (formerly Hot Mama) April 2011 - August 2014
Edward Hospital 2000 - 2011
J.P. Morgan August 1995 - May 1997
Kemper Financial Services January 1994 - August 1995
J. Walter Thompson January 1993 - November 1993
Skills
Visual Merchandising, Marketing Communications, Merchandising, Wordsmithing, Strategic Planning, Account Management, Leadership, Sales Management
Education
Michigan State University
Bachelor of Arts, Advertising
Kim Perry Kim Perry's J.P. Morgan Experience June 2002 - June 2013
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
JP Morgan June 2002 - June 2013
J.P. Morgan January 1999 - June 2002
Chase Manhattan Bank (JPMorganChase) August 1993 - January 1999
Skills
Leadership, Program Management, Performance Management, Human Resources, Management
Education
Michigan State University 1986 — 1993
Master's degree, School of Labor Industrial Relations (LIR)
Kalamazoo College 1985 — 1986
JPMorgan Chase June 2013 - Present
JP Morgan June 2002 - June 2013
J.P. Morgan January 1999 - June 2002
Chase Manhattan Bank (JPMorganChase) August 1993 - January 1999
Skills
Leadership, Program Management, Performance Management, Human Resources, Management
Education
Michigan State University 1986 — 1993
Master's degree, School of Labor Industrial Relations (LIR)
Kalamazoo College 1985 — 1986
Josh Buehler Josh Buehler's J.P. Morgan Experience June 2013 - October 2014
Job Consultant at EY
Industry Financial Services
Experience
EY October 2014 - Present
J.P. Morgan June 2013 - October 2014
JPMorgan Chase June 2012 - August 2012
Education
Miami University
Economics
Dublin Coffman High School
EY October 2014 - Present
J.P. Morgan June 2013 - October 2014
JPMorgan Chase June 2012 - August 2012
Education
Miami University
Economics
Dublin Coffman High School
Britney Robertson Britney Robertson's J.P. Morgan Experience June 2013 - August 2013
Job Rotational Development Program Associate at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2014 - Present
Investing Experience July 2012 - April 2014
J.P. Morgan June 2013 - August 2013
Sponsors for Educational Opportunity Career Program March 2013 - May 2013
The Lodges of East Lansing August 2010 - May 2013
PNC June 2012 - August 2012
PNC June 2011 - August 2011
Advantage Futures May 2009 - August 2009
Skills
Sales, Microsoft Excel, Marketing, Analysis, Management, Data Analysis, Leadership, Finance, Banking, Corporate Finance, Microsoft Office, Facebook, Accounting, PowerPoint, Investments
Education
Michigan State University 2009 — 2014
Bachelor of Arts (B.A.), Finance minor in Economics
Northern Trust Corporation August 2014 - Present
Investing Experience July 2012 - April 2014
J.P. Morgan June 2013 - August 2013
Sponsors for Educational Opportunity Career Program March 2013 - May 2013
The Lodges of East Lansing August 2010 - May 2013
PNC June 2012 - August 2012
PNC June 2011 - August 2011
Advantage Futures May 2009 - August 2009
Skills
Sales, Microsoft Excel, Marketing, Analysis, Management, Data Analysis, Leadership, Finance, Banking, Corporate Finance, Microsoft Office, Facebook, Accounting, PowerPoint, Investments
Education
Michigan State University 2009 — 2014
Bachelor of Arts (B.A.), Finance minor in Economics
Daniel Jose Hernandez Daniel Jose Hernandez's J.P. Morgan Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Event Foresight May 2013 - August 2013
Jim Himes for Congress June 2012 - July 2012
Skills
Spanish-English, Microsoft Excel, Microsoft Office, Analysis, Financial Modeling
Education
Miami University 2012 — 2016
Bachelor of Science in Business, Finance
Wilton High School 2008 — 2012
J.P. Morgan June 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Event Foresight May 2013 - August 2013
Jim Himes for Congress June 2012 - July 2012
Skills
Spanish-English, Microsoft Excel, Microsoft Office, Analysis, Financial Modeling
Education
Miami University 2012 — 2016
Bachelor of Science in Business, Finance
Wilton High School 2008 — 2012
Jeramey Lynch, CFA Jeramey Lynch, CFA's J.P. Morgan Experience February 2015 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2008 - June 2011
National Futures Association January 2008 - June 2008
Skills
Fixed Income, Equities, Alternative Investments, Capital Markets, Private Equity, Investments, Asset Managment, Asset Allocation, Analysis, Trading, Due Diligence, Derivatives
Education
Michigan State University 2003 — 2007
B.A., Finance
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2008 - June 2011
National Futures Association January 2008 - June 2008
Skills
Fixed Income, Equities, Alternative Investments, Capital Markets, Private Equity, Investments, Asset Managment, Asset Allocation, Analysis, Trading, Due Diligence, Derivatives
Education
Michigan State University 2003 — 2007
B.A., Finance
J. Christopher Smith, CPA J. Christopher Smith, CPA's J.P. Morgan Experience August 2013 - Present
Job Associate at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan August 2013 - Present
PwC August 2011 - July 2013
PwC May 2010 - March 2011
Miami University August 2008 - December 2008
Allstate May 2008 - August 2008
Skills
Accounting, Financial Services, Assurance, Auditing, Financial Analysis, Access, Financial Reporting, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Word, Outlook, Internal Controls, CPA
Education
Miami University 2006 — 2010
Bachelors in Business, Accounting
J.P. Morgan August 2013 - Present
PwC August 2011 - July 2013
PwC May 2010 - March 2011
Miami University August 2008 - December 2008
Allstate May 2008 - August 2008
Skills
Accounting, Financial Services, Assurance, Auditing, Financial Analysis, Access, Financial Reporting, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Word, Outlook, Internal Controls, CPA
Education
Miami University 2006 — 2010
Bachelors in Business, Accounting
Bridget Reilly Bridget Reilly's J.P. Morgan Experience July 2014 - March 2015
Job Receptionist
Industry Financial Services
Experience
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2014 - March 2015
The Wine Enthusiast June 2013 - August 2013
Santa Croce Cathedral January 2013 - April 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Facebook, Event Planning, Microsoft Excel, Blogging, Social Media Marketing, Public Relations, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Mass Communication -- Media Production focus
American Institute for Foreign Study--Richmond University in Florence 2013 — 2013
Italian Studies
Darien High School 2006 — 2010
High School Diploma
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2014 - March 2015
The Wine Enthusiast June 2013 - August 2013
Santa Croce Cathedral January 2013 - April 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Facebook, Event Planning, Microsoft Excel, Blogging, Social Media Marketing, Public Relations, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Mass Communication -- Media Production focus
American Institute for Foreign Study--Richmond University in Florence 2013 — 2013
Italian Studies
Darien High School 2006 — 2010
High School Diploma
Joanne Dillon Joanne Dillon's J.P. Morgan Experience August 2005 - September 2012
Job Volunteer, Community Oral History Project at The New York Public Library
Industry Writing and Editing
Experience
The New York Public Library October 2014 - Present
Community Resource Exchange October 2014 - February 2015
Community Resource Exchange October 2013 - October 2014
Chase September 2012 - March 2013
J.P. Morgan August 2005 - September 2012
HSBC - Private Bank Americas November 2004 - June 2005
Ernst & Young September 2002 - May 2004
IBJ Whitehall Financial Group August 1998 - April 2002
The Chase Manhattan Bank, N.A. July 1989 - July 1997
Coopers & Lybrand July 1980 - July 1989
Skills
Writing, Interviewing Skills, Oral History, Copywriting, Articles, Newsletters, White Papers, Case Studies, Employee Communications, Marketing Communications, Internal Communications, Corporate Communications, Web Content
Education
Michigan State University 1974 — 1976
MA, English Literature
Pace University 1970 — 1974
BA, English Literature
Trinity College, Dublin 1972 — 1972
Summer Program, Irish History & Literature
The New York Public Library October 2014 - Present
Community Resource Exchange October 2014 - February 2015
Community Resource Exchange October 2013 - October 2014
Chase September 2012 - March 2013
J.P. Morgan August 2005 - September 2012
HSBC - Private Bank Americas November 2004 - June 2005
Ernst & Young September 2002 - May 2004
IBJ Whitehall Financial Group August 1998 - April 2002
The Chase Manhattan Bank, N.A. July 1989 - July 1997
Coopers & Lybrand July 1980 - July 1989
Skills
Writing, Interviewing Skills, Oral History, Copywriting, Articles, Newsletters, White Papers, Case Studies, Employee Communications, Marketing Communications, Internal Communications, Corporate Communications, Web Content
Education
Michigan State University 1974 — 1976
MA, English Literature
Pace University 1970 — 1974
BA, English Literature
Trinity College, Dublin 1972 — 1972
Summer Program, Irish History & Literature
Jillian Barbati Jillian Barbati's J.P. Morgan Experience June 2009 - August 2011
Job Senior Analyst at AJ Wealth, LLC
Industry Financial Services
Experience
AJ Wealth October 2013 - Present
BBR Partners August 2011 - October 2013
J.P. Morgan June 2009 - August 2011
J.P. Morgan May 2008 - August 2008
Cookson, Peirce & Co., Inc. 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Portfolio Management, Strategic Financial..., Equities, Valuation, Investments, Bloomberg, Fixed Income, Finance, Corporate Finance, Loans
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
AJ Wealth October 2013 - Present
BBR Partners August 2011 - October 2013
J.P. Morgan June 2009 - August 2011
J.P. Morgan May 2008 - August 2008
Cookson, Peirce & Co., Inc. 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Portfolio Management, Strategic Financial..., Equities, Valuation, Investments, Bloomberg, Fixed Income, Finance, Corporate Finance, Loans
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Gregory Dauphin's J.P. Morgan Experience January 2006 - May 2011
Job President Arnold's Candies
Industry Food Production
Experience
Arnold's Candies Inc April 2011 - Present
Dauphin Properties LLC January 2006 - Present
MnM Income LLC January 2006 - December 2011
Dauphin Enterprises LLC January 2006 - December 2011
DnA Property Management LLC January 2006 - December 2011
J.P. Morgan January 2006 - May 2011
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Due Diligence, Equities, Asset Managment, Investments, Finance, Banking, Corporate Finance, Credit, Loans, Series 7, Private Equity
Education
Miami University 2001 — 2005
Bachelors, Finance
Arnold's Candies Inc April 2011 - Present
Dauphin Properties LLC January 2006 - Present
MnM Income LLC January 2006 - December 2011
Dauphin Enterprises LLC January 2006 - December 2011
DnA Property Management LLC January 2006 - December 2011
J.P. Morgan January 2006 - May 2011
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Due Diligence, Equities, Asset Managment, Investments, Finance, Banking, Corporate Finance, Credit, Loans, Series 7, Private Equity
Education
Miami University 2001 — 2005
Bachelors, Finance
Caroline DeCamp's J.P. Morgan Experience July 2014 - January 2015
Job Market Research Analyst at Envestnet
Industry Financial Services
Experience
Envestnet, Inc May 2015 - Present
J.P. Morgan July 2014 - January 2015
J.P. Morgan May 2013 - August 2013
Delaware Investments, a member of the Macquarie Group May 2012 - August 2012
Skills
Bloomberg, Valuation, Capital Markets, Equities, Due Diligence, Mutual Funds, Fixed Income, Hedge Funds, Bloomberg Terminal, Event Planning, Financial Modeling, PowerPoint, Spanish, Data Analysis
Education
Middlebury College 2010 — 2014
Bachelor of Arts, Economics and American Studies
Danish Institute for Study Abroad 2012 — 2012
Globalization and European Economics
Agnes Irwin School 2002 — 2010
Envestnet, Inc May 2015 - Present
J.P. Morgan July 2014 - January 2015
J.P. Morgan May 2013 - August 2013
Delaware Investments, a member of the Macquarie Group May 2012 - August 2012
Skills
Bloomberg, Valuation, Capital Markets, Equities, Due Diligence, Mutual Funds, Fixed Income, Hedge Funds, Bloomberg Terminal, Event Planning, Financial Modeling, PowerPoint, Spanish, Data Analysis
Education
Middlebury College 2010 — 2014
Bachelor of Arts, Economics and American Studies
Danish Institute for Study Abroad 2012 — 2012
Globalization and European Economics
Agnes Irwin School 2002 — 2010
Dustin De Vincentis Dustin De Vincentis's J.P. Morgan Experience December 2011 - August 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
J.P. Morgan December 2011 - August 2014
J.P. Morgan 2010 - 2011
J.P. Morgan July 2008 - June 2010
Skills
Financial Services, Project Management, Securities, Strategic Planning, Management, Leadership, Investment Banking, Change Management, Finance, Trading, Relationship Management, SDLC, Team Leadership, Program Management, Microsoft CRM, CRM Integration, Platform Integration, Microsoft Office, Brokerage, Wealth Management, Vendor Management, Resource Allocation, Strategy, Product Development
Education
Miami University
Bachelor of Science (BS), Organizational Leadership
Morgan Stanley September 2014 - Present
J.P. Morgan December 2011 - August 2014
J.P. Morgan 2010 - 2011
J.P. Morgan July 2008 - June 2010
Skills
Financial Services, Project Management, Securities, Strategic Planning, Management, Leadership, Investment Banking, Change Management, Finance, Trading, Relationship Management, SDLC, Team Leadership, Program Management, Microsoft CRM, CRM Integration, Platform Integration, Microsoft Office, Brokerage, Wealth Management, Vendor Management, Resource Allocation, Strategy, Product Development
Education
Miami University
Bachelor of Science (BS), Organizational Leadership
Jennifer Handke Jennifer Handke's J.P. Morgan Experience September 2009 - August 2010
Job Investor Relations Associate at MTS Health Investors, LLC
Industry Venture Capital & Private Equity
Experience
MTS Health Partners, L.P. October 2010 - Present
J.P. Morgan September 2009 - August 2010
Axis Global Systems August 2007 - July 2009
Skills
Investor Reporting, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Investor Relations, Fund Accounting, Salesforce.com, Website Development, Event Planning, Social Media
Education
Miami University 2001 — 2005
Bachelor of Science (B.S.), Marketing
MTS Health Partners, L.P. October 2010 - Present
J.P. Morgan September 2009 - August 2010
Axis Global Systems August 2007 - July 2009
Skills
Investor Reporting, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Investor Relations, Fund Accounting, Salesforce.com, Website Development, Event Planning, Social Media
Education
Miami University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Chelsea Campbell's J.P. Morgan Experience July 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
Miami University January 2011 - December 2011
Safelite AutoGlass May 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance Major and Actuarial Science Minor
2015 Level II Candidate in the CFA Program
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
Miami University January 2011 - December 2011
Safelite AutoGlass May 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance Major and Actuarial Science Minor
2015 Level II Candidate in the CFA Program
Tim R. Lynch Tim R. Lynch's J.P. Morgan Experience June 2013 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan October 2010 - June 2013
Bloomberg LP May 2009 - August 2009
Lynch Development Associates May 2008 - July 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Finance, Forecasting, Financial Reporting, Microsoft Excel, PowerPoint
Education
Miami University 2006 — 2010
B.S., Business - Finance
St. Xavier High School 2002 — 2006
J.P. Morgan June 2013 - Present
J.P. Morgan October 2010 - June 2013
Bloomberg LP May 2009 - August 2009
Lynch Development Associates May 2008 - July 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Finance, Forecasting, Financial Reporting, Microsoft Excel, PowerPoint
Education
Miami University 2006 — 2010
B.S., Business - Finance
St. Xavier High School 2002 — 2006
Steve Worthy Steve Worthy's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate 2016, Stephen M. Ross School of Business | Returning Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
inVentiv Health August 2012 - July 2014
Motor City Roundball Classic 2005 - 2014
Enterprise Rent-A-Car April 2012 - July 2012
Skills
Leadership, Teamwork, Sales, Management, Microsoft Office, Time Management, Training, Marketing, Data Analysis, Public Speaking, Business Planning, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Corporate Strategy and Finance
Michigan Technological University 2007 — 2011
Bachelor of Science, Business Administration - Finance
Renaissance High School 2003 — 2007
J.P. Morgan June 2015 - August 2015
inVentiv Health August 2012 - July 2014
Motor City Roundball Classic 2005 - 2014
Enterprise Rent-A-Car April 2012 - July 2012
Skills
Leadership, Teamwork, Sales, Management, Microsoft Office, Time Management, Training, Marketing, Data Analysis, Public Speaking, Business Planning, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Corporate Strategy and Finance
Michigan Technological University 2007 — 2011
Bachelor of Science, Business Administration - Finance
Renaissance High School 2003 — 2007
Timothy D. Myers's J.P. Morgan Experience June 2015 - Present
Job Incoming Investment Banking Summer Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Miami Investment Banking Club November 2014 - Present
The InVentures Group, Inc. June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Economics, Investments, Equities, Wealth Management, Due Diligence, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Finance, Financial Modeling, Fixed Income, Leadership, Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Finance
Canisius High School 2009 — 2012
J.P. Morgan June 2015 - Present
Miami Investment Banking Club November 2014 - Present
The InVentures Group, Inc. June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Economics, Investments, Equities, Wealth Management, Due Diligence, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Finance, Financial Modeling, Fixed Income, Leadership, Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Finance
Canisius High School 2009 — 2012
Lauren Zahorec Lauren Zahorec's J.P. Morgan Experience November 2012 - Present
Job Client Portfolio Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2012 - Present
UBS Global Asset Management November 2003 - October 2012
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Investments, Financial Markets, Due Diligence, Investment Management, Financial Services, Investor Relations, Business Analysis
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Economics
J.P. Morgan November 2012 - Present
UBS Global Asset Management November 2003 - October 2012
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Investments, Financial Markets, Due Diligence, Investment Management, Financial Services, Investor Relations, Business Analysis
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Economics
Jacob Taylor Jacob Taylor's J.P. Morgan Experience January 1998 - July 2010
Job Sr. Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
Vera Financial Solutions July 2010 - January 2013
J.P. Morgan January 1998 - July 2010
Education
Michigan State University 1995 — 1997
BA, Finance
PNC Wealth Management January 2013 - Present
Vera Financial Solutions July 2010 - January 2013
J.P. Morgan January 1998 - July 2010
Education
Michigan State University 1995 — 1997
BA, Finance
James Parrelly III James Parrelly III's J.P. Morgan Experience August 2013 - Present
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Connected Living January 2013 - July 2013
Connected Living August 2011 - January 2013
Connected Living July 2010 - July 2011
Scofes & Associates Consulting August 2007 - September 2008
Skills
Mergers, Strategic Planning, Business Development, Leadership, Sales, Business Strategy, Program Management, Microsoft Office, Westlaw, Public Speaking, Operations Management, Product Marketing, Sales Management, Start-ups, Entrepreneurship, Data Analysis, Statistics, Strategic Partnerships, New Business Development
Education
Suffolk University Law School 2008 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Political Theory and Constitutional Democracy
Michigan State University 2003 — 2007
Bachelor of Science (BS), Economics
J.P. Morgan August 2013 - Present
Connected Living January 2013 - July 2013
Connected Living August 2011 - January 2013
Connected Living July 2010 - July 2011
Scofes & Associates Consulting August 2007 - September 2008
Skills
Mergers, Strategic Planning, Business Development, Leadership, Sales, Business Strategy, Program Management, Microsoft Office, Westlaw, Public Speaking, Operations Management, Product Marketing, Sales Management, Start-ups, Entrepreneurship, Data Analysis, Statistics, Strategic Partnerships, New Business Development
Education
Suffolk University Law School 2008 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Political Theory and Constitutional Democracy
Michigan State University 2003 — 2007
Bachelor of Science (BS), Economics
Frances Jerman's J.P. Morgan Experience May 2012 - December 2012
Job Creative Director / Multimedia Designer
Industry Publishing
Experience
Applied Technology Media June 2014 - Present
Frances Jerman Designs June 2010 - Present
CFE Media 2012 - 2014
J.P. Morgan May 2012 - December 2012
Reed Business Information March 2007 - 2010
Reed Business Information, a division of Reed Elsevier Inc 2007 - 2010
DM2 February 2006 - March 2007
Such Media, Inc. March 2004 - August 2005
Miller Media Development Group, LLC 2000 - 2003
Skills
InDesign, QuarkXPress, Adobe Acrobat, Dreamweaver, Illustrator, Photoshop, Flash, PowerPoint, HTML, Microsoft Word, Microsoft Excel, Pagemaker, FrontPage, GoLive, Email Marketing, Advertising, Layout, Magazines, Adobe Creative Suite, Social Media, Direct Mail, Publishing, Publications, Graphic Design, Web Design, Graphics, Logo Design, Illustration, Corporate Identity, Posters
Education
Michigan State University 1999 — 2003
BA, Advertising
Applied Technology Media June 2014 - Present
Frances Jerman Designs June 2010 - Present
CFE Media 2012 - 2014
J.P. Morgan May 2012 - December 2012
Reed Business Information March 2007 - 2010
Reed Business Information, a division of Reed Elsevier Inc 2007 - 2010
DM2 February 2006 - March 2007
Such Media, Inc. March 2004 - August 2005
Miller Media Development Group, LLC 2000 - 2003
Skills
InDesign, QuarkXPress, Adobe Acrobat, Dreamweaver, Illustrator, Photoshop, Flash, PowerPoint, HTML, Microsoft Word, Microsoft Excel, Pagemaker, FrontPage, GoLive, Email Marketing, Advertising, Layout, Magazines, Adobe Creative Suite, Social Media, Direct Mail, Publishing, Publications, Graphic Design, Web Design, Graphics, Logo Design, Illustration, Corporate Identity, Posters
Education
Michigan State University 1999 — 2003
BA, Advertising
Daniel Hawn, CPA/ABV/CFF, ASA Daniel Hawn, CPA/ABV/CFF, ASA's J.P. Morgan Experience July 2008 - February 2011
Job Partner at Plante Moran
Industry Accounting
Experience
Plante Moran February 2011 - Present
J.P. Morgan July 2008 - February 2011
McGladrey March 2005 - July 2008
Kaufman, Rossin & Co. March 2002 - March 2005
Arthur Andersen February 2001 - March 2002
Skills
Financial Valuation, Financial Reporting, Business Valuation, Equity Valuation, Intellectual Property..., Estate Planning, Valuation, Forensic Accounting, SEC filings, Financial Modeling, Tax, GAAP, Due Diligence
Education
Michigan State University
Bachelor of Arts (B.A.), Accounting
Plante Moran February 2011 - Present
J.P. Morgan July 2008 - February 2011
McGladrey March 2005 - July 2008
Kaufman, Rossin & Co. March 2002 - March 2005
Arthur Andersen February 2001 - March 2002
Skills
Financial Valuation, Financial Reporting, Business Valuation, Equity Valuation, Intellectual Property..., Estate Planning, Valuation, Forensic Accounting, SEC filings, Financial Modeling, Tax, GAAP, Due Diligence
Education
Michigan State University
Bachelor of Arts (B.A.), Accounting
Christine Nelson Christine Nelson's J.P. Morgan Experience May 2011 - July 2011
Job Senior Advisory Consultant at Deloitte
Industry Financial Services
Experience
Deloitte June 2015 - Present
Deloitte July 2013 - Present
General Motors May 2012 - August 2012
J.P. Morgan May 2011 - July 2011
Pulte Group May 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Finance, Access, Auditing, Portfolio Management, Marketing, Accounting, Strategy, Financial Analysis, Data Analysis, Financial Modeling
Education
Michigan State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Universidad International Menendez Pelayo, Spain
Bachelor of Arts (B.A.), Spanish Language and Literature
Deloitte June 2015 - Present
Deloitte July 2013 - Present
General Motors May 2012 - August 2012
J.P. Morgan May 2011 - July 2011
Pulte Group May 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Finance, Access, Auditing, Portfolio Management, Marketing, Accounting, Strategy, Financial Analysis, Data Analysis, Financial Modeling
Education
Michigan State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Universidad International Menendez Pelayo, Spain
Bachelor of Arts (B.A.), Spanish Language and Literature
Bill Wilkinson's J.P. Morgan Experience April 2010 - December 2011
Job National Head of Commercial Card Sales, Middle Market Banking at J. P. Morgan Chase
Industry Financial Services
Experience
J. P. Morgan Chase January 2012 - Present
J.P. Morgan April 2010 - December 2011
JPMorgan Chase 2007 - January 2011
American Express Corporate Services May 1990 - May 2007
American Express 1990 - 2007
Skills
Merchant Services, Credit Cards, Payment Card Processing, Debit Cards, Retail Banking, Mobile Payments, Payments, Cross Selling, Banking, Business Development, Cards, Electronic Payments, Financial Services, Payment Systems, Strategic Partnerships, Team Management, Training, Business Relationship..., Sales, CRM, Selling, Strategy, Credit, Customer Acquisition, Relationship Management, Loans, Loyalty Programs, Portfolio Management, Management, Account Management, Executive Management, Leadership, B2B, Customer Experience, Salesforce.com
Education
Benedictine High School
High School
Miami University
BS, Mass Communication
Universite Dijon
Conversational French & French Architecture Design
J. P. Morgan Chase January 2012 - Present
J.P. Morgan April 2010 - December 2011
JPMorgan Chase 2007 - January 2011
American Express Corporate Services May 1990 - May 2007
American Express 1990 - 2007
Skills
Merchant Services, Credit Cards, Payment Card Processing, Debit Cards, Retail Banking, Mobile Payments, Payments, Cross Selling, Banking, Business Development, Cards, Electronic Payments, Financial Services, Payment Systems, Strategic Partnerships, Team Management, Training, Business Relationship..., Sales, CRM, Selling, Strategy, Credit, Customer Acquisition, Relationship Management, Loans, Loyalty Programs, Portfolio Management, Management, Account Management, Executive Management, Leadership, B2B, Customer Experience, Salesforce.com
Education
Benedictine High School
High School
Miami University
BS, Mass Communication
Universite Dijon
Conversational French & French Architecture Design
Chris Tedford Chris Tedford's J.P. Morgan Experience February 2002 - Present
Job Private Client Advisor/Vice President at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan February 2002 - Present
Education
Michigan State University 1988 — 1991
Bachelor of Business Administration (BBA), Hotel/Motel Administration/Management
Southern Illinois University, Carbondale 1986 — 1988
None, General Studies
J.P. Morgan February 2002 - Present
Education
Michigan State University 1988 — 1991
Bachelor of Business Administration (BBA), Hotel/Motel Administration/Management
Southern Illinois University, Carbondale 1986 — 1988
None, General Studies
Lindsay Hinderer Lindsay Hinderer's J.P. Morgan Experience February 2015 - Present
Job Mortgage Servicing Analytics, JP Morgan Chase
Industry Banking
Experience
J.P. Morgan February 2015 - Present
JP Morgan Chase August 2013 - January 2015
Huntington National Bank March 2010 - August 2013
JPMorgan Chase June 2005 - March 2010
John Hinderer Honda January 2002 - June 2005
Skills
Banking, Business Analysis, Product Management, Business Development, Vendor Management, Analysis, Strategy, CRM, Data Analysis, Management, Risk Management, Team Management, Business Intelligence, Business Process..., Analytics, Business Process
Education
Miami University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
Miami University 1997 — 2001
Bachelors, Business Administration and Management, General
J.P. Morgan February 2015 - Present
JP Morgan Chase August 2013 - January 2015
Huntington National Bank March 2010 - August 2013
JPMorgan Chase June 2005 - March 2010
John Hinderer Honda January 2002 - June 2005
Skills
Banking, Business Analysis, Product Management, Business Development, Vendor Management, Analysis, Strategy, CRM, Data Analysis, Management, Risk Management, Team Management, Business Intelligence, Business Process..., Analytics, Business Process
Education
Miami University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
Miami University 1997 — 2001
Bachelors, Business Administration and Management, General
Nicholas Connolly's J.P. Morgan Experience July 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2012 - July 2013
Advisory Research, Inc. May 2011 - August 2011
Skills
Credit, Capital Markets, Series 7, Investments, Portfolio Management, Asset Managment
Education
Miami University
Bachelor of Science (B.S.), Finance
New Trier Township High School
J.P. Morgan July 2013 - Present
J.P. Morgan July 2012 - July 2013
Advisory Research, Inc. May 2011 - August 2011
Skills
Credit, Capital Markets, Series 7, Investments, Portfolio Management, Asset Managment
Education
Miami University
Bachelor of Science (B.S.), Finance
New Trier Township High School
Arthur Feehan Arthur Feehan's J.P. Morgan Experience 2013 - 2014
Job Product, Program Delivery, and Controls Expertise
Industry Financial Services
Experience
State Street 2014 - 2015
J.P. Morgan 2013 - 2014
J.P. Morgan January 2009 - 2013
J.P. Morgan January 2004 - January 2009
J.P. Morgan August 2000 - December 2003
The Gillette Company April 1994 - August 2000
Digital Equipment 1990 - 1994
Skills
Leadership, Integrity, Adaptability, Creative Problem Solving, Talent Developer, Product Management, P&L Management, Strategic Planning, Product Road Mapping, Business Case, Program Management, Product Design, Internet, Mobile Applications, Agile & Waterfall..., Ecommerce, Cash Management, Electronic Payments, Recruiting, Team Leadership, E-commerce, Product Development, Business Development, Payments, Mergers & Acquisitions, Market Data, Financial Services, Collateral Management, Trading Systems, Business Analysis, SDLC, Risk Management, Management
Education
J.P. Morgan
Executive Leadership Training
SWIFT
SWFT Messaging
Association for Financial Professionals
Cash Management
Michigan State University
Bachelor of Science (B.S.)
State Street 2014 - 2015
J.P. Morgan 2013 - 2014
J.P. Morgan January 2009 - 2013
J.P. Morgan January 2004 - January 2009
J.P. Morgan August 2000 - December 2003
The Gillette Company April 1994 - August 2000
Digital Equipment 1990 - 1994
Skills
Leadership, Integrity, Adaptability, Creative Problem Solving, Talent Developer, Product Management, P&L Management, Strategic Planning, Product Road Mapping, Business Case, Program Management, Product Design, Internet, Mobile Applications, Agile & Waterfall..., Ecommerce, Cash Management, Electronic Payments, Recruiting, Team Leadership, E-commerce, Product Development, Business Development, Payments, Mergers & Acquisitions, Market Data, Financial Services, Collateral Management, Trading Systems, Business Analysis, SDLC, Risk Management, Management
Education
J.P. Morgan
Executive Leadership Training
SWIFT
SWFT Messaging
Association for Financial Professionals
Cash Management
Michigan State University
Bachelor of Science (B.S.)
Jeffrey Diefenthaler Jeffrey Diefenthaler's J.P. Morgan Experience January 2015 - Present
Job Vice President, Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
TIAA-CREF December 2012 - January 2015
MBC Investment Consulting 2009 - 2012
Fidelity Investments 1998 - 2009
Education
Miami University
Bachelor of Science
J.P. Morgan January 2015 - Present
TIAA-CREF December 2012 - January 2015
MBC Investment Consulting 2009 - 2012
Fidelity Investments 1998 - 2009
Education
Miami University
Bachelor of Science
Brian Howland, CFP® Brian Howland, CFP®'s J.P. Morgan Experience August 2011 - December 2011
Job Paraplanner, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
J.P. Morgan August 2011 - December 2011
PNC BANK (formerly National City Bank) October 2008 - February 2011
EDWARD JONES INVESTMENTS February 2007 - September 2008
THE SOUTHWESTERN COMPANY May 2003 - July 2006
Skills
Financial Planning, Retirement Planning, Retirement Income..., Finance, Retirement, Developing Client..., Wealth Transfer, Wealth Preservation, Life Insurance, Investment Advisory, Estate Planning, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Asset Management, 401k
Education
Miami University
Bachelor of Arts
Ameriprise Financial Services, Inc. January 2012 - Present
J.P. Morgan August 2011 - December 2011
PNC BANK (formerly National City Bank) October 2008 - February 2011
EDWARD JONES INVESTMENTS February 2007 - September 2008
THE SOUTHWESTERN COMPANY May 2003 - July 2006
Skills
Financial Planning, Retirement Planning, Retirement Income..., Finance, Retirement, Developing Client..., Wealth Transfer, Wealth Preservation, Life Insurance, Investment Advisory, Estate Planning, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Asset Management, 401k
Education
Miami University
Bachelor of Arts
Greg Shearer Greg Shearer's J.P. Morgan Experience September 2012 - Present
Job Analyst, Global Commodities Research at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2012 - Present
J.P. Morgan June 2011 - August 2011
Chase June 2010 - August 2010
Strongsville Service Department May 2009 - August 2009
Education
Miami University 2008 — 2012
B.S in Finance, B.S. in Entrepreneurship
J.P. Morgan September 2012 - Present
J.P. Morgan June 2011 - August 2011
Chase June 2010 - August 2010
Strongsville Service Department May 2009 - August 2009
Education
Miami University 2008 — 2012
B.S in Finance, B.S. in Entrepreneurship
Tony Weiss Tony Weiss's J.P. Morgan Experience June 2011 - Present
Job Creator of Business value
Industry Information Technology and Services
Experience
J.P. Morgan June 2011 - Present
Nationwide Insurance June 2009 - April 2010
Nationwide Insurance October 2006 - June 2009
JP Morgan Chase January 2004 - October 2006
BankOne March 2002 - December 2003
ITR Inc March 2000 - August 2001
HAI Associates January 1998 - February 2000
Saratoga Financial Systems February 1997 - December 1997
Alliance Systems & Programming January 1996 - February 1997
Alltel Information Services February 1995 - December 1995
Skills
Disaster Recovery, Change Management, Enterprise Architecture, IT Strategy, Business Process, Vendor Management, Project Portfolio..., IT Management, Project Management, SDLC, Business Analysis, Strategy, Service Delivery, Process Improvement, ITIL, Program Management, Leadership, Enterprise Software, Integration, Software Development, IT Service Management, Team Building, Incident Management, Thought Leadership, Business Intelligence, Management, Information Technology, Banking, IT Operations, Organizational..., Business Process..., Release Management, Outsourcing, Training Delivery, Training, Team Leadership, Technical Leadership, PMP, Operational Efficiency, Organizational Change, Capacity Planning, IT Governance, Application Development, Acquisition Integration, Vendor Relations, Kepner-Tregoe, Budget Forecasts, PMO, Testing, Resource Management
Education
Michigan State University
BA, College of Arts and Letters with concentrations in English, History, Telecommunications
J.P. Morgan June 2011 - Present
Nationwide Insurance June 2009 - April 2010
Nationwide Insurance October 2006 - June 2009
JP Morgan Chase January 2004 - October 2006
BankOne March 2002 - December 2003
ITR Inc March 2000 - August 2001
HAI Associates January 1998 - February 2000
Saratoga Financial Systems February 1997 - December 1997
Alliance Systems & Programming January 1996 - February 1997
Alltel Information Services February 1995 - December 1995
Skills
Disaster Recovery, Change Management, Enterprise Architecture, IT Strategy, Business Process, Vendor Management, Project Portfolio..., IT Management, Project Management, SDLC, Business Analysis, Strategy, Service Delivery, Process Improvement, ITIL, Program Management, Leadership, Enterprise Software, Integration, Software Development, IT Service Management, Team Building, Incident Management, Thought Leadership, Business Intelligence, Management, Information Technology, Banking, IT Operations, Organizational..., Business Process..., Release Management, Outsourcing, Training Delivery, Training, Team Leadership, Technical Leadership, PMP, Operational Efficiency, Organizational Change, Capacity Planning, IT Governance, Application Development, Acquisition Integration, Vendor Relations, Kepner-Tregoe, Budget Forecasts, PMO, Testing, Resource Management
Education
Michigan State University
BA, College of Arts and Letters with concentrations in English, History, Telecommunications
Greg Solomon's J.P. Morgan Experience June 1998 - January 2000
Job Portfolio Manager at Deimos Asset Management (previously Guggenheim Global Trading)
Industry Investment Management
Experience
Guggenheim Global Trading December 2012 - Present
Sigma Capital January 2001 - December 2012
Pequot Capital January 2000 - January 2001
J.P. Morgan June 1998 - January 2000
Morgan Stanley July 1995 - June 1998
Education
University of Chicago 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Michigan State University
Guggenheim Global Trading December 2012 - Present
Sigma Capital January 2001 - December 2012
Pequot Capital January 2000 - January 2001
J.P. Morgan June 1998 - January 2000
Morgan Stanley July 1995 - June 1998
Education
University of Chicago 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Michigan State University
Julie Meeker-Kishler Julie Meeker-Kishler's J.P. Morgan Experience December 1996 - December 2011
Job Business Development Analyst at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2012 - Present
J.P. Morgan December 1996 - December 2011
Integrated Fund Services December 1999 - March 2007
Countrywide Fund Services/MGF 1996 - 1999
Fifth Third Bank 1989 - 1995
Skills
Research, Reporting & Analysis, Teamwork, New Business Development, Marketing Strategy, Executive Support, Client Relationship..., Client Services, Coordinating Events, CRM, Financial Services
Education
Miami University 1985 — 1989
Bachelor of Philosophy, Major- Interdisciplinary Studies; Minor-Social Work
Ultimus Fund Solutions, LLC May 2012 - Present
J.P. Morgan December 1996 - December 2011
Integrated Fund Services December 1999 - March 2007
Countrywide Fund Services/MGF 1996 - 1999
Fifth Third Bank 1989 - 1995
Skills
Research, Reporting & Analysis, Teamwork, New Business Development, Marketing Strategy, Executive Support, Client Relationship..., Client Services, Coordinating Events, CRM, Financial Services
Education
Miami University 1985 — 1989
Bachelor of Philosophy, Major- Interdisciplinary Studies; Minor-Social Work
Kathryn Amato Kathryn Amato's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - August 2015
Royal Bank of Scotland June 2014 - August 2014
Kataman Metals LLC January 2014 - February 2014
Miami University August 2013 - January 2014
Skills
Microsoft Excel, Customer Service, Research, Teamwork, Public Speaking, Event Planning, Accounting, Financial Analysis, Time Management
Education
Miami University 2012 — 2016
Bachelor of Science, Accounting and Finance
University College London, University of London 2015 — 2015
J.P. Morgan June 2015 - August 2015
Royal Bank of Scotland June 2014 - August 2014
Kataman Metals LLC January 2014 - February 2014
Miami University August 2013 - January 2014
Skills
Microsoft Excel, Customer Service, Research, Teamwork, Public Speaking, Event Planning, Accounting, Financial Analysis, Time Management
Education
Miami University 2012 — 2016
Bachelor of Science, Accounting and Finance
University College London, University of London 2015 — 2015
Eric Burrows's J.P. Morgan Experience June 2003 - Present
Job Executive Director, Market Director, at JPMorgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan June 2003 - Present
JPMorgan Chase June 2003 - Present
First Midwest Bank June 1996 - January 2003
Northern Trust 1996 - 1996
First Chicago Capital Markets 1993 - 1996
Chicago Research and Trading 1989 - 1993
Education
Michigan Technological University 1984 — 1989
BS, Finance
J.P. Morgan June 2003 - Present
JPMorgan Chase June 2003 - Present
First Midwest Bank June 1996 - January 2003
Northern Trust 1996 - 1996
First Chicago Capital Markets 1993 - 1996
Chicago Research and Trading 1989 - 1993
Education
Michigan Technological University 1984 — 1989
BS, Finance
Deanne Romano Deanne Romano's J.P. Morgan Experience April 2011 - Present
Job Vice President
Industry Financial Services
Experience
J.P. Morgan April 2011 - Present
Barclays Capital June 2008 - April 2011
UBS Investment Bank March 2006 - November 2007
J.P. Morgan January 1999 - February 2006
Florida International University January 1996 - June 1998
Skills
Business Analysis, Management, Market Risk, Project Management, Credit Risk, Program Management, Microsoft Office, Microsoft Excel, Financial Analysis, VAR, PowerPoint, Teaching, Oracle SQL
Education
University of California, Berkeley
Master's degree, Economics
Miami University
Bachelor of Business Administration (B.B.A.), Economics
J.P. Morgan April 2011 - Present
Barclays Capital June 2008 - April 2011
UBS Investment Bank March 2006 - November 2007
J.P. Morgan January 1999 - February 2006
Florida International University January 1996 - June 1998
Skills
Business Analysis, Management, Market Risk, Project Management, Credit Risk, Program Management, Microsoft Office, Microsoft Excel, Financial Analysis, VAR, PowerPoint, Teaching, Oracle SQL
Education
University of California, Berkeley
Master's degree, Economics
Miami University
Bachelor of Business Administration (B.B.A.), Economics
Arun Sinha Arun Sinha's J.P. Morgan Experience September 2013 - Present
Job Chief Marketing Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Yale School of Management 2011 - September 2013
Guthy Renker 2011 - 2013
Direct Marketing Associattion 2003 - 2012
Zurich Financial Services 2007 - 2011
Pitney Bowes 2000 - 2007
Philip Morris Companies / Altria Group 1990 - 2000
Young & Rubicam 1985 - 1990
The Telegraph 1982 - 1983
Skills
Strategic Planning, Business Strategy, Strategic Partnerships, Corporate Communications, Integrated Marketing, P&L Management, Global Marketing, Marketing, Marketing Strategy, Social Media Marketing, Advertising, Strategy, Leadership, Brand Management, Digital Marketing, CRM, Business Development, Direct Marketing, Start-ups, New Business Development, Segmentation, Mergers, Competitive Analysis, Marketing Communications, Thought Leadership
Education
Michigan State University 1983 — 1985
Indian Institute of Mass Communication
St. Xavier's College
J.P. Morgan September 2013 - Present
Yale School of Management 2011 - September 2013
Guthy Renker 2011 - 2013
Direct Marketing Associattion 2003 - 2012
Zurich Financial Services 2007 - 2011
Pitney Bowes 2000 - 2007
Philip Morris Companies / Altria Group 1990 - 2000
Young & Rubicam 1985 - 1990
The Telegraph 1982 - 1983
Skills
Strategic Planning, Business Strategy, Strategic Partnerships, Corporate Communications, Integrated Marketing, P&L Management, Global Marketing, Marketing, Marketing Strategy, Social Media Marketing, Advertising, Strategy, Leadership, Brand Management, Digital Marketing, CRM, Business Development, Direct Marketing, Start-ups, New Business Development, Segmentation, Mergers, Competitive Analysis, Marketing Communications, Thought Leadership
Education
Michigan State University 1983 — 1985
Indian Institute of Mass Communication
St. Xavier's College
Brad Lichota's J.P. Morgan Experience July 2012 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2012 - Present
Lichota Farms May 2009 - Present
Students Consulting for Non-Profit Organizations (MSU) August 2011 - May 2012
JP Morgan May 2011 - August 2011
Boy Scouts of America December 2009 - December 2010
Advanced Vision June 2009 - August 2009
Skills
Leadership Development, Capital Management, Entrepreneurship, Data Analysis, Portfolio Management, Team Building, Public Speaking, Marketing, Management, Nonprofits, Leadership, Corporate Branding, Social Media, Consulting, Economics, Microsoft Office, Strategic Planning, Customer Service, Program Management, Event Planning, Risk Management, Valuation, Fundraising, Analysis, Research, Financial Modeling
Education
Michigan State University 2008 — 2012
B.S., Biochemistry, Economics (Minor)
Eisenhower
Eisenhower
J.P. Morgan July 2012 - Present
Lichota Farms May 2009 - Present
Students Consulting for Non-Profit Organizations (MSU) August 2011 - May 2012
JP Morgan May 2011 - August 2011
Boy Scouts of America December 2009 - December 2010
Advanced Vision June 2009 - August 2009
Skills
Leadership Development, Capital Management, Entrepreneurship, Data Analysis, Portfolio Management, Team Building, Public Speaking, Marketing, Management, Nonprofits, Leadership, Corporate Branding, Social Media, Consulting, Economics, Microsoft Office, Strategic Planning, Customer Service, Program Management, Event Planning, Risk Management, Valuation, Fundraising, Analysis, Research, Financial Modeling
Education
Michigan State University 2008 — 2012
B.S., Biochemistry, Economics (Minor)
Eisenhower
Eisenhower
Nicholas Wilkie Nicholas Wilkie's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Michigan State University September 2009 - December 2013
Delphi May 2013 - August 2013
Northwestern Mutual June 2012 - September 2012
Oakland Hills Country Club May 2010 - August 2011
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance International Business Specialization
Bloomfield Hills Lahser High School 2006 — 2009
Member of Eli Broad College of Business
J.P. Morgan July 2014 - Present
Michigan State University September 2009 - December 2013
Delphi May 2013 - August 2013
Northwestern Mutual June 2012 - September 2012
Oakland Hills Country Club May 2010 - August 2011
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance International Business Specialization
Bloomfield Hills Lahser High School 2006 — 2009
Member of Eli Broad College of Business
Stephen Oh's J.P. Morgan Experience June 2014 - August 2014
Job Credit Analyst at J.P. Morgan
Industry Financial Services
Experience
Michigan State University September 2011 - May 2015
J.P. Morgan June 2014 - August 2014
Phi Chi Theta Business Fraternity August 2013 - May 2014
Delphi June 2013 - August 2013
PrimePay October 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Fundraising, Microsoft Word, Time Management, Data Analysis, Teamwork, Leadership, Public Speaking, Team Leadership, Financial Analysis, Finance, Strategic Planning, Budgets, Sales, Social Media, Social Networking, Marketing, Research
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Finance, 3.7
Michigan State University September 2011 - May 2015
J.P. Morgan June 2014 - August 2014
Phi Chi Theta Business Fraternity August 2013 - May 2014
Delphi June 2013 - August 2013
PrimePay October 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Fundraising, Microsoft Word, Time Management, Data Analysis, Teamwork, Leadership, Public Speaking, Team Leadership, Financial Analysis, Finance, Strategic Planning, Budgets, Sales, Social Media, Social Networking, Marketing, Research
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Finance, 3.7
Ari Frum Ari Frum's J.P. Morgan Experience July 2014 - Present
Job Technology Analyst at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan July 2014 - Present
Miami University May 2012 - May 2014
Miami University United Way Student Foundation October 2010 - May 2014
JPMorgan Chase June 2013 - August 2013
Hillel: Association for Jewish Students May 2012 - May 2013
Miami University August 2011 - May 2012
Hillel: Association for Jewish Students May 2011 - May 2012
Education
Miami University 2010 — 2014
J.P. Morgan July 2014 - Present
Miami University May 2012 - May 2014
Miami University United Way Student Foundation October 2010 - May 2014
JPMorgan Chase June 2013 - August 2013
Hillel: Association for Jewish Students May 2012 - May 2013
Miami University August 2011 - May 2012
Hillel: Association for Jewish Students May 2011 - May 2012
Education
Miami University 2010 — 2014
Angela Cantor Angela Cantor's J.P. Morgan Experience Sales and Relationship Manager$
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Sales and Relationship Manager$
Skills
Sales, Product...
Education
Michigan State University
Bachelor's degree, Marketing and Finance
University of Detroit Mercy
Master of Business Administration (MBA)
J.P. Morgan Sales and Relationship Manager$
Skills
Sales, Product...
Education
Michigan State University
Bachelor's degree, Marketing and Finance
University of Detroit Mercy
Master of Business Administration (MBA)
Bryan Okun's J.P. Morgan Experience December 2011 - March 2015
Job Regional Vice President at Eagle Asset Management, Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
J.P. Morgan December 2011 - March 2015
Managers Investment Group May 2011 - December 2011
TradeStation Securities September 2010 - May 2011
Quill September 2008 - January 2010
Skills
Investments, Asset Managment, Series 7, Portfolio Management, Marketing Strategy, Sales, Marketing, Customer Service, Account Management, Strategic Planning, Financial Services, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Strategy, Fixed Income, Alternative Investments, Equities, Securities, Analysis, Trading, Options, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Investment Management
Education
Miami University 2004 — 2008
Bachelors, Communications, Business, Computer Science
Raymond James Financial, Inc. April 2015 - Present
J.P. Morgan December 2011 - March 2015
Managers Investment Group May 2011 - December 2011
TradeStation Securities September 2010 - May 2011
Quill September 2008 - January 2010
Skills
Investments, Asset Managment, Series 7, Portfolio Management, Marketing Strategy, Sales, Marketing, Customer Service, Account Management, Strategic Planning, Financial Services, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Strategy, Fixed Income, Alternative Investments, Equities, Securities, Analysis, Trading, Options, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Investment Management
Education
Miami University 2004 — 2008
Bachelors, Communications, Business, Computer Science
Daniel Margolis Daniel Margolis's J.P. Morgan Experience March 2014 - Present
Job Vice President at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan March 2014 - Present
CIT Real Estate Finance April 2013 - March 2014
ING Real Estate Finance July 2009 - April 2013
Time Equities, Inc. June 2008 - September 2008
Education
New York University 2007 — 2009
M.S., Real Estate Finance & Investment
Michigan State University 2002 — 2006
B.A.
J.P. Morgan March 2014 - Present
CIT Real Estate Finance April 2013 - March 2014
ING Real Estate Finance July 2009 - April 2013
Time Equities, Inc. June 2008 - September 2008
Education
New York University 2007 — 2009
M.S., Real Estate Finance & Investment
Michigan State University 2002 — 2006
B.A.
Jane Schoomaker Jane Schoomaker's J.P. Morgan Experience November 2002 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2002 - Present
JPMorgan Chase & Co. 1998 - 2000
Thompson Reuters 1995 - 1998
PricewaterhouseCoopers 1991 - 1995
Skills
Private Banking
Education
Michigan State University
International Relations
University of Denver
Masters in Accounting
J.P. Morgan November 2002 - Present
JPMorgan Chase & Co. 1998 - 2000
Thompson Reuters 1995 - 1998
PricewaterhouseCoopers 1991 - 1995
Skills
Private Banking
Education
Michigan State University
International Relations
University of Denver
Masters in Accounting
Celia Davis Celia Davis's J.P. Morgan Experience January 1986 - May 1988
Job Photographer
Industry Photography
Experience
Celia Davis Photography May 2011 - Present
YWCA Minneapolis October 2011 - February 2012
St. Mary's College, Graduate School of Management September 1989 - December 1990
J.P. Morgan January 1986 - May 1988
Manufacturers Hanover Trust January 1984 - January 1986
Continental Bank September 1978 - January 1984
Skills
Portrait Photography, Photojournalism, Digital Photography, Studio Photography, Portraits, Digital Imaging, Photography, Image Manipulation, Photoshop, Mac, Color Correction, Adobe Creative Suite, Microsoft Office, Journalism, Teaching, Editorial, Image Editing, Graphic Design, Commercial Photography
Education
Minneapolis Community and Technical College 2009 — 2011
AS, Photography and Digital Imaging
Loyola University of Chicago - Graduate School of Business 1980 — 1983
MBA, Accounting
Miami University 1974 — 1978
BS, Computer Science
Celia Davis Photography May 2011 - Present
YWCA Minneapolis October 2011 - February 2012
St. Mary's College, Graduate School of Management September 1989 - December 1990
J.P. Morgan January 1986 - May 1988
Manufacturers Hanover Trust January 1984 - January 1986
Continental Bank September 1978 - January 1984
Skills
Portrait Photography, Photojournalism, Digital Photography, Studio Photography, Portraits, Digital Imaging, Photography, Image Manipulation, Photoshop, Mac, Color Correction, Adobe Creative Suite, Microsoft Office, Journalism, Teaching, Editorial, Image Editing, Graphic Design, Commercial Photography
Education
Minneapolis Community and Technical College 2009 — 2011
AS, Photography and Digital Imaging
Loyola University of Chicago - Graduate School of Business 1980 — 1983
MBA, Accounting
Miami University 1974 — 1978
BS, Computer Science
Chris Dallas's J.P. Morgan Experience November 2005 - Present
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan November 2005 - Present
JP Morgan (Suisse) SA 2000 - 2005
JP Morgan September 1998 - September 2000
J.P. Morgan September 1996 - September 1998
JP Morgan January 1991 - September 1996
Skills
Private Banking, Hedge Funds, Equities, Fixed Income, Asset Managment, Alternative Investments, Investments, Risk Management, Portfolio Management, Banking, Capital Markets, Financial Modeling, Wealth Management, Series 7, Financial Analysis, Valuation, Credit Derivatives, Due Diligence, FX Options, Structured Products, Asset Management, Securities, Derivatives, Investment Banking
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1992
Masters Of Science, Accounting
Miami University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
JP Morgan November 2005 - Present
JP Morgan (Suisse) SA 2000 - 2005
JP Morgan September 1998 - September 2000
J.P. Morgan September 1996 - September 1998
JP Morgan January 1991 - September 1996
Skills
Private Banking, Hedge Funds, Equities, Fixed Income, Asset Managment, Alternative Investments, Investments, Risk Management, Portfolio Management, Banking, Capital Markets, Financial Modeling, Wealth Management, Series 7, Financial Analysis, Valuation, Credit Derivatives, Due Diligence, FX Options, Structured Products, Asset Management, Securities, Derivatives, Investment Banking
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1992
Masters Of Science, Accounting
Miami University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Patrick Hughes, CFA Patrick Hughes, CFA's J.P. Morgan Experience 1992 - 1993
Job SVP, Business Development at PENSCO Trust Company
Industry Investment Management
Experience
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
Nick Stumpos Nick Stumpos's J.P. Morgan Experience May 2010 - Present
Job Vice President
Industry Investment Banking
Experience
J.P. Morgan May 2010 - Present
IBM Global Business Services June 2009 - May 2010
Education
Michigan State University 2004 — 2009
BS, Computer Science and engineering with a cognate in economics
J.P. Morgan May 2010 - Present
IBM Global Business Services June 2009 - May 2010
Education
Michigan State University 2004 — 2009
BS, Computer Science and engineering with a cognate in economics
Fei Weng Fei Weng's J.P. Morgan Experience July 2015 - Present
Job Associate, CIB Business Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan August 2012 - Present
JPMorgan Chase July 2011 - August 2012
Johns Hopkins University Carey Business School August 2009 - March 2011
Prolong Asset Management December 2010 - January 2011
United Nations, Department of Economic and Social Affairs, Sustainable Development June 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Skills
Equity Research, DCF, Valuation, Financial Modeling, Quantitative Analytics, Corporate Finance, Bloomberg, Investment Banking, Fixed Income, Equities, Bloomberg Terminal, Monte Carlo Simulation, Derivatives, Portfolio Management, Investments, Financial Analysis, Capital Markets, Mandarin, Economics, Due Diligence, Emerging Markets, Equity Valuation
Education
The Johns Hopkins University - Carey Business School 2009 — 2011
Master, Finance
Miami University 2007 — 2009
Bachelor, Finance, Computer Science and Technology
Shanghai Jiao Tong University 2005 — 2007
Bachelor, Computer Science and Technology
J.P. Morgan July 2015 - Present
J.P. Morgan August 2012 - Present
JPMorgan Chase July 2011 - August 2012
Johns Hopkins University Carey Business School August 2009 - March 2011
Prolong Asset Management December 2010 - January 2011
United Nations, Department of Economic and Social Affairs, Sustainable Development June 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Skills
Equity Research, DCF, Valuation, Financial Modeling, Quantitative Analytics, Corporate Finance, Bloomberg, Investment Banking, Fixed Income, Equities, Bloomberg Terminal, Monte Carlo Simulation, Derivatives, Portfolio Management, Investments, Financial Analysis, Capital Markets, Mandarin, Economics, Due Diligence, Emerging Markets, Equity Valuation
Education
The Johns Hopkins University - Carey Business School 2009 — 2011
Master, Finance
Miami University 2007 — 2009
Bachelor, Finance, Computer Science and Technology
Shanghai Jiao Tong University 2005 — 2007
Bachelor, Computer Science and Technology
Paul H Murray's J.P. Morgan Experience June 2014 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
BMO Private Bank January 2009 - May 2014
Harris Private Bank September 2007 - January 2009
Harris Bank July 2006 - September 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2002 — 2006
B.S.
Marquette University High School 1998 — 2002
J.P. Morgan June 2014 - Present
BMO Private Bank January 2009 - May 2014
Harris Private Bank September 2007 - January 2009
Harris Bank July 2006 - September 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Miami University 2002 — 2006
B.S.
Marquette University High School 1998 — 2002
Billy Brennan Billy Brennan's J.P. Morgan Experience February 2008 - 2011
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan February 2008 - 2011
Skills
Capital Markets, Derivatives, Valuation, Financial Modeling, Financial Analysis, Convertible Bonds, Convertible Arbitrage, Structured Products, Financial Accounting, Options Pricing, Options, Recapitalizations, Hedge Funds, Data Analysis
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2004 — 2007
Political Science
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan February 2008 - 2011
Skills
Capital Markets, Derivatives, Valuation, Financial Modeling, Financial Analysis, Convertible Bonds, Convertible Arbitrage, Structured Products, Financial Accounting, Options Pricing, Options, Recapitalizations, Hedge Funds, Data Analysis
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2004 — 2007
Political Science
Jordan Gaudio's J.P. Morgan Experience July 2014 - Present
Job JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Broadway North Pizzeria May 2011 - August 2011
Skills
Microsoft Office, Customer Communication, Data Analysis, Public Speaking, Microsoft Excel, Finance, Critical Thinking, Customer Service, Teamwork, Sales, Leadership, Financial Analysis
Education
Miami University 2010 — 2014
Business Management/Leadership and Psychology
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Broadway North Pizzeria May 2011 - August 2011
Skills
Microsoft Office, Customer Communication, Data Analysis, Public Speaking, Microsoft Excel, Finance, Critical Thinking, Customer Service, Teamwork, Sales, Leadership, Financial Analysis
Education
Miami University 2010 — 2014
Business Management/Leadership and Psychology
Anne Marie Lemenager Anne Marie Lemenager's J.P. Morgan Experience June 2015 - August 2015
Job Investment Management Operations Intern at JPMorgan
Industry Banking
Experience
J.P. Morgan June 2015 - August 2015
Schneider Electric May 2014 - August 2014
Skills
Leadership, Public Speaking, Problem Solving, PowerPoint, Recruiting, Teaching, Microsoft Office, Data Analysis, Finance, Supply Chain, Purchasing, Event Planning
Education
Miami University 2012 — 2016
Finance, Supply Chain and Operations Management, Business, Junior
The Hong Kong University of Science and Technology 2015 — 2015
Finance, General
Tianjin Foreign Studies University 2013 — 2013
J.P. Morgan June 2015 - August 2015
Schneider Electric May 2014 - August 2014
Skills
Leadership, Public Speaking, Problem Solving, PowerPoint, Recruiting, Teaching, Microsoft Office, Data Analysis, Finance, Supply Chain, Purchasing, Event Planning
Education
Miami University 2012 — 2016
Finance, Supply Chain and Operations Management, Business, Junior
The Hong Kong University of Science and Technology 2015 — 2015
Finance, General
Tianjin Foreign Studies University 2013 — 2013
Beth Davidson Beth Davidson's J.P. Morgan Experience June 2005 - Present
Job Vice President, Treasury Management Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2005 - Present
JPMorgan Chase March 2008 - June 2009
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase July 2006 - January 2007
JPMorgan Chase June 2005 - August 2005
Education
Miami University 2002 — 2006
B.S., Finance, Political Science
J.P. Morgan June 2005 - Present
JPMorgan Chase March 2008 - June 2009
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase July 2006 - January 2007
JPMorgan Chase June 2005 - August 2005
Education
Miami University 2002 — 2006
B.S., Finance, Political Science
Sarah Huber Sarah Huber's J.P. Morgan Experience May 2011 - September 2011
Job Content Developer at Cengage Learning
Industry Publishing
Experience
Cengage Learning August 2015 - Present
Cengage Learning October 2014 - August 2015
Cengage Learning November 2013 - October 2014
Cengage Learning July 2012 - November 2013
Cengage Learning September 2011 - July 2012
J.P. Morgan May 2011 - September 2011
J.P. Morgan April 2010 - May 2011
Miami University August 2008 - August 2009
Skills
Customer Service, Microsoft Office, Adaptation, Organization, Time Management, Goal Oriented, Inventory, Academic Publishing, Problem Solving, Attention To Detail, Teaching, Sales, Spanish, Social Media, Content Development, Publishing, Social Networking, Content Management, Project Management, Teamwork, Proofreading, Management, Training
Education
Miami University 2004 — 2009
Bachelor of Arts (BA), Master of Arts (MA), Spanish
Miami University 2004 — 2009
Bachelor of Arts (BA), Journalism
Cengage Learning August 2015 - Present
Cengage Learning October 2014 - August 2015
Cengage Learning November 2013 - October 2014
Cengage Learning July 2012 - November 2013
Cengage Learning September 2011 - July 2012
J.P. Morgan May 2011 - September 2011
J.P. Morgan April 2010 - May 2011
Miami University August 2008 - August 2009
Skills
Customer Service, Microsoft Office, Adaptation, Organization, Time Management, Goal Oriented, Inventory, Academic Publishing, Problem Solving, Attention To Detail, Teaching, Sales, Spanish, Social Media, Content Development, Publishing, Social Networking, Content Management, Project Management, Teamwork, Proofreading, Management, Training
Education
Miami University 2004 — 2009
Bachelor of Arts (BA), Master of Arts (MA), Spanish
Miami University 2004 — 2009
Bachelor of Arts (BA), Journalism
Tom Priedeman's J.P. Morgan Experience May 2011 - April 2014
Job Business Development
Industry Internet
Experience
Rocketrip, Inc. January 2015 - July 2015
Oracle April 2014 - December 2014
J.P. Morgan May 2011 - April 2014
Education
Miami University 2008 — 2011
Bachelor's Degree, Accounting
The Blake School 2003 — 2007
Minneapolis, MN
Rocketrip, Inc. January 2015 - July 2015
Oracle April 2014 - December 2014
J.P. Morgan May 2011 - April 2014
Education
Miami University 2008 — 2011
Bachelor's Degree, Accounting
The Blake School 2003 — 2007
Minneapolis, MN
Josh L. Magidson's J.P. Morgan Experience July 2014 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Stout Risius Ross July 2013 - August 2013
BSA The Software Alliance December 2012 - March 2013
Mitchell Research and Communications, Inc. September 2011 - July 2012
Attorney Mark Magidson Private Practice Law Firm June 2011 - August 2011
Azimuth Capital Management March 2010 - June 2010
Skills
Research, PowerPoint, Statistics, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Finance, Fundraising, Public Relations, Public Speaking
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Finance, General, 3.7/4.0
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.5/4.0
Cranbrook High School 2006 — 2010
J.P. Morgan July 2014 - Present
Stout Risius Ross July 2013 - August 2013
BSA The Software Alliance December 2012 - March 2013
Mitchell Research and Communications, Inc. September 2011 - July 2012
Attorney Mark Magidson Private Practice Law Firm June 2011 - August 2011
Azimuth Capital Management March 2010 - June 2010
Skills
Research, PowerPoint, Statistics, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Finance, Fundraising, Public Relations, Public Speaking
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Finance, General, 3.7/4.0
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.5/4.0
Cranbrook High School 2006 — 2010
Jason Borra Jason Borra's J.P. Morgan Experience June 2010 - August 2010
Job Senior Financial Analyst at Lear Corporation
Industry Automotive
Experience
Lear Corporation August 2015 - Present
Lear Corporation February 2015 - July 2015
Lear Corporation May 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Lau & Lau Associates, LLC June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Microsoft Excel, Accounting, Finance, Financial Accounting, Auditing, Hyperion Enterprise, Investments
Education
Michigan State University 2007 — 2011
Eli Broad College of Business, Accounting
Lear Corporation August 2015 - Present
Lear Corporation February 2015 - July 2015
Lear Corporation May 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Lau & Lau Associates, LLC June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Microsoft Excel, Accounting, Finance, Financial Accounting, Auditing, Hyperion Enterprise, Investments
Education
Michigan State University 2007 — 2011
Eli Broad College of Business, Accounting
Ryan Arnesen's J.P. Morgan Experience July 2015 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Michigan State University Student Investment Fund (SIF) January 2014 - December 2014
Students Consulting for Non-Profit Organizations (MSU) September 2013 - December 2013
PwC June 2013 - August 2013
General Motors May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Market Research, Teamwork, Financial Modeling, Microsoft Office, Finance, Advanced German Speaker, Microsoft Word, Analysis, Corporate Finance, Strategy, Investments, Research, Bloomberg Terminal, Valuation, Data Analysis, Highly detail oriented
Education
Michigan State University 2011 — 2015
B.A., Finance, Minor in German
Frankfurt International High School 2009 — 2011
International Baccalaureate Diploma
J.P. Morgan July 2015 - Present
Michigan State University Student Investment Fund (SIF) January 2014 - December 2014
Students Consulting for Non-Profit Organizations (MSU) September 2013 - December 2013
PwC June 2013 - August 2013
General Motors May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Market Research, Teamwork, Financial Modeling, Microsoft Office, Finance, Advanced German Speaker, Microsoft Word, Analysis, Corporate Finance, Strategy, Investments, Research, Bloomberg Terminal, Valuation, Data Analysis, Highly detail oriented
Education
Michigan State University 2011 — 2015
B.A., Finance, Minor in German
Frankfurt International High School 2009 — 2011
International Baccalaureate Diploma
Nick Malatestinic's J.P. Morgan Experience July 2012 - April 2014
Job Audit Associate at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan July 2012 - April 2014
Eli Lilly and Company May 2011 - August 2011
First Miami Student Credit Union August 2009 - January 2011
Goelzer Investment Management June 2010 - August 2010
Skills
Leadership, Recruiting, Microsoft Excel, Process Improvement, Analysis, Social Media, Microsoft Word
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Brebeuf Jesuit Preparatory School 2004 — 2008
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan July 2012 - April 2014
Eli Lilly and Company May 2011 - August 2011
First Miami Student Credit Union August 2009 - January 2011
Goelzer Investment Management June 2010 - August 2010
Skills
Leadership, Recruiting, Microsoft Excel, Process Improvement, Analysis, Social Media, Microsoft Word
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Brebeuf Jesuit Preparatory School 2004 — 2008
Bradley Strain Bradley Strain's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Skills
Cold Calling, Leadership, Microsoft Excel, PowerPoint, Social Networking, Social Media, Financial Modeling, Credit Analysis, Networking, Commercial Banking, Microsoft Word, Interpersonal..., Customer Service, SPIN Selling
Education
Michigan State University 2008 — 2012
Finance, Sales Communication Specialization
J.P. Morgan July 2014 - Present
Skills
Cold Calling, Leadership, Microsoft Excel, PowerPoint, Social Networking, Social Media, Financial Modeling, Credit Analysis, Networking, Commercial Banking, Microsoft Word, Interpersonal..., Customer Service, SPIN Selling
Education
Michigan State University 2008 — 2012
Finance, Sales Communication Specialization
Jamie Covert Jamie Covert's J.P. Morgan Experience June 2005 - April 2012
Job President at Fell Lease Administration
Industry Real Estate
Experience
Fell Lease Administration 2012 - Present
J.P. Morgan June 2005 - April 2012
AG Edwards December 2000 - June 2005
Skills
Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Mergers, Property Management, Commercial Real Estate, Financial Modeling, Accounting, Financial Reporting, Analysis, Strategic Planning, Budgets, Investments, Asset Management, Lease Administration
Education
Michigan State University 1993 — 1998
Bachelor of Arts (B.A.)
Fell Lease Administration 2012 - Present
J.P. Morgan June 2005 - April 2012
AG Edwards December 2000 - June 2005
Skills
Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Mergers, Property Management, Commercial Real Estate, Financial Modeling, Accounting, Financial Reporting, Analysis, Strategic Planning, Budgets, Investments, Asset Management, Lease Administration
Education
Michigan State University 1993 — 1998
Bachelor of Arts (B.A.)
Justin D. Peters, LEED AP's J.P. Morgan Experience August 2013 - Present
Job Construction Administrator at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan August 2013 - Present
Madison Construction July 2012 - August 2013
Stryker Medical Corporation May 2012 - June 2012
Fidelity Investments August 2011 - May 2012
Pepper Construction Company 2007 - 2010
Education
Purdue University 2003 — 2007
Bachelors of Science, Construction Engineering
Miami University 2011 — 2012
MBA
J.P. Morgan August 2013 - Present
Madison Construction July 2012 - August 2013
Stryker Medical Corporation May 2012 - June 2012
Fidelity Investments August 2011 - May 2012
Pepper Construction Company 2007 - 2010
Education
Purdue University 2003 — 2007
Bachelors of Science, Construction Engineering
Miami University 2011 — 2012
MBA
Colin Pulte's J.P. Morgan Experience July 2011 - May 2014
Job MBA Candidate at University of Michigan Ross School of Business
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners May 2015 - July 2015
Roland Equity Partners September 2014 - April 2015
Beringea July 2014 - August 2014
J.P. Morgan July 2011 - May 2014
Skills
Valuation, Financial Modeling, Financial Analysis, Private Equity, Finance, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Miami University 2007 — 2011
B.S.
Huron Capital Partners May 2015 - July 2015
Roland Equity Partners September 2014 - April 2015
Beringea July 2014 - August 2014
J.P. Morgan July 2011 - May 2014
Skills
Valuation, Financial Modeling, Financial Analysis, Private Equity, Finance, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Miami University 2007 — 2011
B.S.
William Black William Black's J.P. Morgan Experience August 2010 - July 2014
Job Barnes Black Dakoske Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2014 - Present
J.P. Morgan August 2010 - July 2014
UBS May 2006 - August 2010
Fifth Third Bank October 2002 - May 2006
Skills
Portfolio Management
Education
Miami University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
UBS August 2014 - Present
J.P. Morgan August 2010 - July 2014
UBS May 2006 - August 2010
Fifth Third Bank October 2002 - May 2006
Skills
Portfolio Management
Education
Miami University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
John Bailey's J.P. Morgan Experience July 2006 - February 2008
Job Manufacturing Line Manager at Jabil
Industry Medical Devices
Experience
Jabil March 2015 - Present
Chrysler Group LLC August 2012 - August 2014
Raytheon September 2010 - July 2012
Raytheon February 2008 - September 2010
J.P. Morgan July 2006 - February 2008
Skills
Six Sigma, Kaizen, Quality Control, Lean Manufacturing, Root Cause Analysis, Continuous Improvement, Microsoft Word, 5S, Leadership, Microsoft Excel, Customer Service, Quality Assurance, Time Management, Manufacturing, Cross-functional Team..., Microsoft Office, Outlook, Management, Lotus Notes, PowerPoint, Customs Brokerage, Mission Assurance, Experienced Change Agent, MRPII, Waste Reduction, 3G, Team Building, Active DoD Secret..., Supply Chain, Process Improvement, Human Resources, Training, Team Leadership, Marketing, Analysis, Recruiting, Automotive, MRP, Talent Acquisition, Operations Management, ERP, SAP, ADP Payroll
Education
Wayne State University 2015 — 2017
Master of Business Administration (MBA) and Master's in Economics, International Business and Economics
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Jabil March 2015 - Present
Chrysler Group LLC August 2012 - August 2014
Raytheon September 2010 - July 2012
Raytheon February 2008 - September 2010
J.P. Morgan July 2006 - February 2008
Skills
Six Sigma, Kaizen, Quality Control, Lean Manufacturing, Root Cause Analysis, Continuous Improvement, Microsoft Word, 5S, Leadership, Microsoft Excel, Customer Service, Quality Assurance, Time Management, Manufacturing, Cross-functional Team..., Microsoft Office, Outlook, Management, Lotus Notes, PowerPoint, Customs Brokerage, Mission Assurance, Experienced Change Agent, MRPII, Waste Reduction, 3G, Team Building, Active DoD Secret..., Supply Chain, Process Improvement, Human Resources, Training, Team Leadership, Marketing, Analysis, Recruiting, Automotive, MRP, Talent Acquisition, Operations Management, ERP, SAP, ADP Payroll
Education
Wayne State University 2015 — 2017
Master of Business Administration (MBA) and Master's in Economics, International Business and Economics
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Parth Chokshi's J.P. Morgan Experience July 2015 - Present
Job Operational Risk at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase September 2013 - Present
JPMorgan Chase August 2011 - September 2013
Auditor of State - Ohio May 2010 - August 2010
Subway June 2007 - August 2009
Skills
IT Audit, Internal Audit, Internal Controls, Public Speaking, Risk Analysis, SDLC, Microsoft Office, Microsoft Excel, Banking, Access
Education
Miami University 2009 — 2011
Bachelor of Science (BS), Accounting
J.P. Morgan July 2015 - Present
JPMorgan Chase September 2013 - Present
JPMorgan Chase August 2011 - September 2013
Auditor of State - Ohio May 2010 - August 2010
Subway June 2007 - August 2009
Skills
IT Audit, Internal Audit, Internal Controls, Public Speaking, Risk Analysis, SDLC, Microsoft Office, Microsoft Excel, Banking, Access
Education
Miami University 2009 — 2011
Bachelor of Science (BS), Accounting
Jennifer Pleska's J.P. Morgan Experience September 2008 - August 2013
Job Graduate Reference Assistant
Industry Museums and Institutions
Experience
New York University, Division of Libraries June 2015 - Present
Wells Fargo June 2015 - Present
New York University September 2014 - Present
JPMorgan Chase & Co. January 2015 - May 2015
America Reads September 2014 - February 2015
Cengage Learning June 2014 - August 2014
J.P. Morgan September 2008 - August 2013
U.S. House of Representatives July 2007 - August 2007
Skills
History, Higher Education, Social Media, Nonprofits, Grant Writing, Archives, Management, Marketing, Event Planning, Fundraising, Financial Analysis
Education
Miami University 2004 — 2008
Bachelor's Degree, Political Science and History
New York University
New York University, Division of Libraries June 2015 - Present
Wells Fargo June 2015 - Present
New York University September 2014 - Present
JPMorgan Chase & Co. January 2015 - May 2015
America Reads September 2014 - February 2015
Cengage Learning June 2014 - August 2014
J.P. Morgan September 2008 - August 2013
U.S. House of Representatives July 2007 - August 2007
Skills
History, Higher Education, Social Media, Nonprofits, Grant Writing, Archives, Management, Marketing, Event Planning, Fundraising, Financial Analysis
Education
Miami University 2004 — 2008
Bachelor's Degree, Political Science and History
New York University
TJ Norman TJ Norman's J.P. Morgan Experience May 1995 - June 2001
Job Principal at IRA Assets News
Industry Financial Services
Experience
IRA Assets News January 2013 - Present
Norman Capital Group, LLC February 2007 - Present
Horizon Real Estate Group, Ltd. July 2001 - January 2007
J.P. Morgan May 1995 - June 2001
Skills
Investment Banking, Series 7, Valuation, Capital Structure, Equities
Education
Wharton School of Business 1992 — 1995
Master of Business Administration (MBA), Finance
Stanford University 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Miami University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
IRA Assets News January 2013 - Present
Norman Capital Group, LLC February 2007 - Present
Horizon Real Estate Group, Ltd. July 2001 - January 2007
J.P. Morgan May 1995 - June 2001
Skills
Investment Banking, Series 7, Valuation, Capital Structure, Equities
Education
Wharton School of Business 1992 — 1995
Master of Business Administration (MBA), Finance
Stanford University 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Miami University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Brittany Shilling's J.P. Morgan Experience August 2013 - July 2014
Job Merchandise Coordinator at Big Lots, Inc.
Industry Retail
Experience
Big Lots July 2014 - Present
J.P. Morgan August 2013 - July 2014
JPMorgan Chase August 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Rossman & Co May 2009 - August 2009
Custom Color Designs June 2003 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Customer Service, Financial Analysis, Investments, Finance, PowerPoint, Project Management, Sales, Team Leadership, Strategic Planning, Outlook, Leadership, Customer Satisfaction, Time Management, Organization Skills, SDLC, Agile Methodologies
Education
Miami University 2007 — 2011
B.S, Finance; Interactive Media Studies
Big Lots July 2014 - Present
J.P. Morgan August 2013 - July 2014
JPMorgan Chase August 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Rossman & Co May 2009 - August 2009
Custom Color Designs June 2003 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Customer Service, Financial Analysis, Investments, Finance, PowerPoint, Project Management, Sales, Team Leadership, Strategic Planning, Outlook, Leadership, Customer Satisfaction, Time Management, Organization Skills, SDLC, Agile Methodologies
Education
Miami University 2007 — 2011
B.S, Finance; Interactive Media Studies
Steven Gaylord Steven Gaylord's J.P. Morgan Experience June 2013 - August 2013
Job Staff Accountant at EY
Industry Financial Services
Experience
EY September 2014 - Present
Michigan State University August 2010 - December 2013
J.P. Morgan June 2013 - August 2013
NorthPointe Capital May 2012 - July 2012
MICHIGAN STATE UNIVERSITY STUDENT INVESTMENT FUND January 2011 - May 2012
Plante Moran June 2011 - August 2011
Michigan State University March 2010 - May 2011
MASON STATE BANK May 2010 - August 2010
Skills
Finance
Education
Michigan State University - The Eli Broad Graduate School of Management 2012 — 2014
Master's degree, Accounting
Michigan State University - The Eli Broad Graduate School of Management 2008 — 2012
Bachelor's degree, Finance, General
EY September 2014 - Present
Michigan State University August 2010 - December 2013
J.P. Morgan June 2013 - August 2013
NorthPointe Capital May 2012 - July 2012
MICHIGAN STATE UNIVERSITY STUDENT INVESTMENT FUND January 2011 - May 2012
Plante Moran June 2011 - August 2011
Michigan State University March 2010 - May 2011
MASON STATE BANK May 2010 - August 2010
Skills
Finance
Education
Michigan State University - The Eli Broad Graduate School of Management 2012 — 2014
Master's degree, Accounting
Michigan State University - The Eli Broad Graduate School of Management 2008 — 2012
Bachelor's degree, Finance, General
Will Sipe's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Pros Incorporated May 2012 - September 2012
Massanutten Resort May 2012 - August 2012
Skills
Excel, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Word, Access, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.90 GPA
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Pros Incorporated May 2012 - September 2012
Massanutten Resort May 2012 - August 2012
Skills
Excel, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Word, Access, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.90 GPA
Nicholas Huber's J.P. Morgan Experience 2011 - 2014
Job Corporate Development | M&A at Lending Club
Industry Financial Services
Experience
Lending Club April 2014 - Present
J.P. Morgan 2011 - 2014
Skills
Mergers & Acquisitions, Analysis, Mergers, Financial Modeling, Program Management, Strategic Planning, Finance, Leadership, Financial Analysis, Capital Markets, Portfolio Management, PowerPoint, Public Speaking, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Pivot Tables, Diversity Champion
Education
Miami University
Bachelor of Science in Business, Finance
Lending Club April 2014 - Present
J.P. Morgan 2011 - 2014
Skills
Mergers & Acquisitions, Analysis, Mergers, Financial Modeling, Program Management, Strategic Planning, Finance, Leadership, Financial Analysis, Capital Markets, Portfolio Management, PowerPoint, Public Speaking, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Pivot Tables, Diversity Champion
Education
Miami University
Bachelor of Science in Business, Finance
Riley Grimme's J.P. Morgan Experience August 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2011 - July 2014
Big Brothers Big Sisters 2005 - June 2011
Chemed Corporation May 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Data Analysis, Investments
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Finance
Miami University Dolibois European Center
Bachelor of Science (B.S.), Finance
J.P. Morgan August 2014 - Present
J.P. Morgan June 2011 - July 2014
Big Brothers Big Sisters 2005 - June 2011
Chemed Corporation May 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Data Analysis, Investments
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Finance
Miami University Dolibois European Center
Bachelor of Science (B.S.), Finance
Julie Harris Julie Harris's J.P. Morgan Experience September 2010 - Present
Job International Treasury Services at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2010 - Present
LA Fitness 2006 - Present
Self Employed - Home Remodeling September 2004 - September 2010
JP Morgan Chase August 1996 - March 2003
Education
University of Toledo 1993 — 1995
MBA, Business Administration
Michigan State University 1989 — 1993
BA, Criminal Justice
J.P. Morgan September 2010 - Present
LA Fitness 2006 - Present
Self Employed - Home Remodeling September 2004 - September 2010
JP Morgan Chase August 1996 - March 2003
Education
University of Toledo 1993 — 1995
MBA, Business Administration
Michigan State University 1989 — 1993
BA, Criminal Justice
Eileen Ward's J.P. Morgan Experience June 2007 - August 2007
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2013 - Present
Goldman Sachs May 2012 - Present
Sg2 October 2010 - May 2012
C.H. Robinson Worldwide, Inc. June 2010 - September 2010
CH Robinson Worldwide July 2008 - June 2010
J.P. Morgan June 2007 - August 2007
Citigroup, Smith Barney Private Client Group June 2006 - August 2006
Skills
Finance, History, New Business Development, Relationship Management, Account Management, Healthcare, Series 7, Series 63, Alternative Investments, Equities, Marketing, Portfolio Management, Sales, Investments, Analysis, Management, Risk Management, Business Development
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Economics, Entreprenuership, Strategy
Miami University 2004 — 2008
Bachelor of Arts & Bachelor of Science, Finance & History
Miami University of Ohio: Class of 2008
Bachelor of Science; Bachelor of Arts, Finance; History
Glen Rock High School
Goldman Sachs December 2013 - Present
Goldman Sachs May 2012 - Present
Sg2 October 2010 - May 2012
C.H. Robinson Worldwide, Inc. June 2010 - September 2010
CH Robinson Worldwide July 2008 - June 2010
J.P. Morgan June 2007 - August 2007
Citigroup, Smith Barney Private Client Group June 2006 - August 2006
Skills
Finance, History, New Business Development, Relationship Management, Account Management, Healthcare, Series 7, Series 63, Alternative Investments, Equities, Marketing, Portfolio Management, Sales, Investments, Analysis, Management, Risk Management, Business Development
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Economics, Entreprenuership, Strategy
Miami University 2004 — 2008
Bachelor of Arts & Bachelor of Science, Finance & History
Miami University of Ohio: Class of 2008
Bachelor of Science; Bachelor of Arts, Finance; History
Glen Rock High School
Michael Linger's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate, Darden School of Business
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
Teach For America June 2012 - June 2014
Federal Reserve Board July 2013 - September 2013
Procter & Gamble June 2011 - September 2011
Procter & Gamble January 2011 - March 2011
Procter & Gamble June 2010 - September 2010
Encore Construction Company January 2010 - March 2010
Encore Construction Company June 2009 - September 2009
Skills
Tutoring, Teaching, Curriculum Design, Educational Leadership, Curriculum Development, Public Speaking, Microsoft Office, Lesson Planning, PowerPoint, Community Outreach, Data Analysis, Editing, Leadership Development, Fundraising, Microsoft Excel
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Relay Graduate School of Education 2012 — 2014
Master of Arts in Teaching
University of Cincinnati 2008 — 2012
Bachelor of Science in Civil Engineering, Minor in Economics
Michigan State University 2007 — 2008
J.P. Morgan June 2015 - August 2015
Teach For America June 2012 - June 2014
Federal Reserve Board July 2013 - September 2013
Procter & Gamble June 2011 - September 2011
Procter & Gamble January 2011 - March 2011
Procter & Gamble June 2010 - September 2010
Encore Construction Company January 2010 - March 2010
Encore Construction Company June 2009 - September 2009
Skills
Tutoring, Teaching, Curriculum Design, Educational Leadership, Curriculum Development, Public Speaking, Microsoft Office, Lesson Planning, PowerPoint, Community Outreach, Data Analysis, Editing, Leadership Development, Fundraising, Microsoft Excel
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Relay Graduate School of Education 2012 — 2014
Master of Arts in Teaching
University of Cincinnati 2008 — 2012
Bachelor of Science in Civil Engineering, Minor in Economics
Michigan State University 2007 — 2008
Christopher Brophey Christopher Brophey's J.P. Morgan Experience December 2010 - January 2013
Job Attorney / Tax Analyst at CNH Industrial
Industry Law Practice
Experience
CNH Industrial November 2013 - Present
Private Practice September 2010 - Present
J.P. Morgan December 2010 - January 2013
Diane S. Diel, S.C. August 2010 - December 2010
MSU Technologies August 2009 - December 2009
Justice 2000 May 2009 - August 2009
Office of Representative Spencer Black May 2009 - August 2009
Skills
Legal Research, Intellectual Property, Negotiation, Patents, Dispute Resolution, Family Law, Legal Writing, Commercial Litigation, Litigation, Estate Planning, Westlaw
Education
University of Wisconsin-Milwaukee 2011 — 2013
Masters of Taxation
Michigan State University College of Law 2007 — 2010
Juris Doctor
University of Wisconsin-Madison 2002 — 2006
B.S., Biology, History, Zoology
CNH Industrial November 2013 - Present
Private Practice September 2010 - Present
J.P. Morgan December 2010 - January 2013
Diane S. Diel, S.C. August 2010 - December 2010
MSU Technologies August 2009 - December 2009
Justice 2000 May 2009 - August 2009
Office of Representative Spencer Black May 2009 - August 2009
Skills
Legal Research, Intellectual Property, Negotiation, Patents, Dispute Resolution, Family Law, Legal Writing, Commercial Litigation, Litigation, Estate Planning, Westlaw
Education
University of Wisconsin-Milwaukee 2011 — 2013
Masters of Taxation
Michigan State University College of Law 2007 — 2010
Juris Doctor
University of Wisconsin-Madison 2002 — 2006
B.S., Biology, History, Zoology
Brian Fontanella, CFA Brian Fontanella, CFA's J.P. Morgan Experience 2007 - 2009
Job Research Analyst Equities
Industry Investment Management
Experience
Diamond Hill Capital Management January 2009 - Present
J.P. Morgan 2007 - 2009
Education
Miami University 2003 — 2007
Bachelors, Finance, Entrepreneurship
Culver Academy
Diamond Hill Capital Management January 2009 - Present
J.P. Morgan 2007 - 2009
Education
Miami University 2003 — 2007
Bachelors, Finance, Entrepreneurship
Culver Academy
Shane McMullen Shane McMullen's J.P. Morgan Experience 2015 - Present
Job Financial Analyst Intern at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
Coney Island Amusement Park March 2014 - Present
Paesano's Pasta House August 2013 - Present
Coney Island Amusement Park May 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Access, SQL, PowerPoint, Microsoft Word, Spanish, Sales, Teamwork, Data Analysis
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Finance, 3rd year
Study Abroad in Cartagena, Colombia 2013 — 2014
Spanish Language and Literature
Turpin High School 2008 — 2012
High School Diploma with Honors
J.P. Morgan 2015 - Present
Coney Island Amusement Park March 2014 - Present
Paesano's Pasta House August 2013 - Present
Coney Island Amusement Park May 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Access, SQL, PowerPoint, Microsoft Word, Spanish, Sales, Teamwork, Data Analysis
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Finance, 3rd year
Study Abroad in Cartagena, Colombia 2013 — 2014
Spanish Language and Literature
Turpin High School 2008 — 2012
High School Diploma with Honors
Hudson Mead Hudson Mead's J.P. Morgan Experience March 2011 - Present
Job Private Banker/Executive Director J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
First Western Trust Bank November 2003 - March 2011
Northern Trust March 1999 - October 2003
Skills
Wealth Management, Trust Strategy, Foundations, Executive Wealth...
Education
Michigan State University
Michigan State University Law School
Cum Laude
J.P. Morgan March 2011 - Present
First Western Trust Bank November 2003 - March 2011
Northern Trust March 1999 - October 2003
Skills
Wealth Management, Trust Strategy, Foundations, Executive Wealth...
Education
Michigan State University
Michigan State University Law School
Cum Laude
Erik Wright Erik Wright's J.P. Morgan Experience November 2010 - April 2013
Job Senior Analyst at The Taubman Company
Industry Real Estate
Experience
The Taubman Company June 2015 - Present
Bluerock Real Estate April 2013 - June 2015
J.P. Morgan November 2010 - April 2013
McGladrey October 2007 - November 2010
Skills
Financial Reporting, GAAP, Financial Analysis, Accounting, US GAAP, CPA, Auditing, Financial Accounting, Sarbanes-Oxley Act
Education
Miami University 2002 — 2007
Bachelor's degree, Accounting
Miami University 2002 — 2006
Master's degree, Accounting
Groves
The Taubman Company June 2015 - Present
Bluerock Real Estate April 2013 - June 2015
J.P. Morgan November 2010 - April 2013
McGladrey October 2007 - November 2010
Skills
Financial Reporting, GAAP, Financial Analysis, Accounting, US GAAP, CPA, Auditing, Financial Accounting, Sarbanes-Oxley Act
Education
Miami University 2002 — 2007
Bachelor's degree, Accounting
Miami University 2002 — 2006
Master's degree, Accounting
Groves
Chris Sturm Chris Sturm's J.P. Morgan Experience May 2008 - August 2008
Job North American Client Support Analyst at ShopperTrak
Industry Environmental Services
Experience
ShopperTrak February 2014 - Present
Goby September 2011 - November 2013
Michigan State University Recycling Center October 2009 - January 2011
J.P. Morgan May 2008 - August 2008
Skills
LEED, Sustainability, Green Living, Energy Efficiency, Energy Audits, Sustainability..., Research
Education
Michigan State University 2007 — 2011
BS, Environmental Sciences
Hinsdale Central High School 2003 — 2007
ShopperTrak February 2014 - Present
Goby September 2011 - November 2013
Michigan State University Recycling Center October 2009 - January 2011
J.P. Morgan May 2008 - August 2008
Skills
LEED, Sustainability, Green Living, Energy Efficiency, Energy Audits, Sustainability..., Research
Education
Michigan State University 2007 — 2011
BS, Environmental Sciences
Hinsdale Central High School 2003 — 2007
Thomas Walbrun Thomas Walbrun's J.P. Morgan Experience June 2013 - August 2013
Job Analyst, PNC Business Credit
Industry Financial Services
Experience
PNC Business Credit (Unofficial) June 2014 - Present
J.P. Morgan June 2013 - August 2013
Louis Padnos Iron & Metal Company May 2012 - December 2012
Skills
Leadership, Finance, Access, Teamwork, Time Management, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel
Education
Michigan State University - The Eli Broad College of Business 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
PNC Business Credit (Unofficial) June 2014 - Present
J.P. Morgan June 2013 - August 2013
Louis Padnos Iron & Metal Company May 2012 - December 2012
Skills
Leadership, Finance, Access, Teamwork, Time Management, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel
Education
Michigan State University - The Eli Broad College of Business 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Jeremy Little, CTP Jeremy Little, CTP's J.P. Morgan Experience March 2014 - Present
Job Global Wealth Management CLT Lender
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
Chase October 2013 - March 2014
Huntington National Bank February 2013 - September 2013
Fifth Third Bank October 2005 - March 2013
Fifth Third Bank January 2005 - October 2005
Northwestern Mutual January 2004 - December 2004
Skills
Banking, Client Relationship..., Small Business Lending, Consumer Lending, Sales Management, Certified Treasury..., Treasury Management, Continuous Improvement, Talent Developer, Finance, Commercial Banking, CRM, Retail Banking, Relationship Management, Cash Management, Financial Services, Credit, Loans, Portfolio Management
Education
Miami University 2000 — 2004
B.S, Business Administration; General Business Management; Political Science
Dover High School 1996 — 2000
J.P. Morgan March 2014 - Present
Chase October 2013 - March 2014
Huntington National Bank February 2013 - September 2013
Fifth Third Bank October 2005 - March 2013
Fifth Third Bank January 2005 - October 2005
Northwestern Mutual January 2004 - December 2004
Skills
Banking, Client Relationship..., Small Business Lending, Consumer Lending, Sales Management, Certified Treasury..., Treasury Management, Continuous Improvement, Talent Developer, Finance, Commercial Banking, CRM, Retail Banking, Relationship Management, Cash Management, Financial Services, Credit, Loans, Portfolio Management
Education
Miami University 2000 — 2004
B.S, Business Administration; General Business Management; Political Science
Dover High School 1996 — 2000
Tyler Topalian's J.P. Morgan Experience September 2014 - Present
Job Client Onboarding Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Barclays Wealth November 2010 - September 2014
Northwestern Mutual June 2010 - October 2010
Michigan Department of Information Technology (MDIT) January 2010 - May 2010
Norwalk Hospital July 2009 - August 2009
Skills
Asset Managment, Project Management, Financial Modeling, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Asset Management, Sales
Education
Michigan State University 2006 — 2010
BS: Media and Information Technology, Media Management and Research
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Telecommunications Management
J.P. Morgan September 2014 - Present
Barclays Wealth November 2010 - September 2014
Northwestern Mutual June 2010 - October 2010
Michigan Department of Information Technology (MDIT) January 2010 - May 2010
Norwalk Hospital July 2009 - August 2009
Skills
Asset Managment, Project Management, Financial Modeling, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Asset Management, Sales
Education
Michigan State University 2006 — 2010
BS: Media and Information Technology, Media Management and Research
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Telecommunications Management
William Hightower's J.P. Morgan Experience June 2006 - September 2007
Job President at Hightower Financial Solutions
Industry Financial Services
Experience
Hightower Financial Solutions April 2014 - Present
Balani Custom Clothiers June 2013 - June 2015
Fidelity Investments July 2011 - February 2013
Fidelity Investments September 2007 - July 2011
J.P. Morgan June 2006 - September 2007
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Financial Services, Wealth Management, Insurance, Manage Client..., Asset Managment, Customer Satisfaction, Presentations
Education
Michigan State University 2001 — 2005
Human Resource Management, Management
Hightower Financial Solutions April 2014 - Present
Balani Custom Clothiers June 2013 - June 2015
Fidelity Investments July 2011 - February 2013
Fidelity Investments September 2007 - July 2011
J.P. Morgan June 2006 - September 2007
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Financial Services, Wealth Management, Insurance, Manage Client..., Asset Managment, Customer Satisfaction, Presentations
Education
Michigan State University 2001 — 2005
Human Resource Management, Management
Hayden Harman's J.P. Morgan Experience July 1994 - October 1994
Job Software Entrepreneur retail promotions planning & execution
Industry Information Technology and Services
Experience
Visalia LLC January 1995 - Present
J.P. Morgan July 1994 - October 1994
Bear River Associates August 1992 - June 1994
Education
Middlebury College 1989 — 1992
BA, Economics, German
Loomis Chaffee 1985 — 1988
Palos Verdes High School 1985 — 1988
Visalia LLC January 1995 - Present
J.P. Morgan July 1994 - October 1994
Bear River Associates August 1992 - June 1994
Education
Middlebury College 1989 — 1992
BA, Economics, German
Loomis Chaffee 1985 — 1988
Palos Verdes High School 1985 — 1988
James Ritter, PMP's J.P. Morgan Experience November 2012 - Present
Job Experienced software & IT professional
Industry Computer Software
Experience
J.P. Morgan November 2012 - Present
Skills
Business Analysis, SDLC, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, Change Management, PMO, Testing, SharePoint, Program Management, Software Project..., Information Security, Requirements Gathering, MS Project, Consulting, BMC Remedy, DLP, Data Loss Prevention
Education
Michigan State University 1985 — 1990
Bachelor of Arts
J.P. Morgan November 2012 - Present
Skills
Business Analysis, SDLC, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, Change Management, PMO, Testing, SharePoint, Program Management, Software Project..., Information Security, Requirements Gathering, MS Project, Consulting, BMC Remedy, DLP, Data Loss Prevention
Education
Michigan State University 1985 — 1990
Bachelor of Arts
Lindsey Tewell's J.P. Morgan Experience 2005 - 2012
Job Institutional Sales at CSOP Asset Management
Industry Investment Management
Experience
CSOP Asset Management September 2015 - Present
ProShare Advisors, LLC October 2012 - August 2015
J.P. Morgan 2005 - 2012
Skills
Hedge Funds, Private Equity, Financial Modeling, Valuation, Investment Banking, Capital Markets, Bloomberg, Equities, Corporate Finance, Fixed Income, Financial Analysis, Investments, Asset Management, ETFs, Trading
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Lexington Catholic High School 1996 — 2001
CSOP Asset Management September 2015 - Present
ProShare Advisors, LLC October 2012 - August 2015
J.P. Morgan 2005 - 2012
Skills
Hedge Funds, Private Equity, Financial Modeling, Valuation, Investment Banking, Capital Markets, Bloomberg, Equities, Corporate Finance, Fixed Income, Financial Analysis, Investments, Asset Management, ETFs, Trading
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Lexington Catholic High School 1996 — 2001
LaDonna (Sperry) Bushong's J.P. Morgan Experience 1998 - Present
Job Director at AT&T
Industry Information Technology and Services
Experience
AT&T January 2004 - Present
Alliance Data 2000 - Present
AT&T Solutions 2000 - Present
JP Morgan 1998 - Present
Att.communications 1985 - Present
JPMorgan Chase 2004 - October 2014
J.P. Morgan 2004 - October 2014
JPMorgan Chase/Bank One 1998 - 2006
Skills
Data Center, Vendor Management, Telecommunications, Business Analysis, Project Management, Customer Service, VoIP, Call Centers, Call Center, Cisco Technologies, Program Management, Change Management, Network Architecture, ITIL, Disaster Recovery, IT Management
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Mass Communication/Media Studies
AT&T January 2004 - Present
Alliance Data 2000 - Present
AT&T Solutions 2000 - Present
JP Morgan 1998 - Present
Att.communications 1985 - Present
JPMorgan Chase 2004 - October 2014
J.P. Morgan 2004 - October 2014
JPMorgan Chase/Bank One 1998 - 2006
Skills
Data Center, Vendor Management, Telecommunications, Business Analysis, Project Management, Customer Service, VoIP, Call Centers, Call Center, Cisco Technologies, Program Management, Change Management, Network Architecture, ITIL, Disaster Recovery, IT Management
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Mass Communication/Media Studies
Devin Magnuson's J.P. Morgan Experience July 2012 - September 2014
Job Distillates TA at Vitol, Inc.
Industry Oil & Energy
Experience
Vitol, Inc. September 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan October 2011 - July 2012
JP Morgan September 2010 - October 2011
S.N. Phelps & Co. July 2007 - May 2010
LSGI Advisors August 2006 - February 2007
Michigan Technological University August 2003 - August 2006
Skills
Equities, Hedge Funds, Investments, Commodity, Analysis, Energy, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Petroleum, Derivatives, Valuation, Fixed Income, Bloomberg
Education
Michigan Technological University 2003 — 2007
BA, Finance, Economics
Vitol, Inc. September 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan October 2011 - July 2012
JP Morgan September 2010 - October 2011
S.N. Phelps & Co. July 2007 - May 2010
LSGI Advisors August 2006 - February 2007
Michigan Technological University August 2003 - August 2006
Skills
Equities, Hedge Funds, Investments, Commodity, Analysis, Energy, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Petroleum, Derivatives, Valuation, Fixed Income, Bloomberg
Education
Michigan Technological University 2003 — 2007
BA, Finance, Economics
Ian C. Radomski's J.P. Morgan Experience 2012 - Present
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2012 - Present
Morgan Stanley, Investment Banking Division 2004 - 2012
Merrill Lynch, Investment Banking Division 1996 - 2003
Skills
Investment Banking, Private Equity, Capital Markets, LBO, Equities, Valuation, Corporate Finance, Financial Modeling, Mergers, IPO, Due Diligence, Buyouts, Investments, High Yield, Financial Analysis, M&A experience, Series 7, Corporate Development, Mergers & Acquisitions, Alternative Investments, Finance
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Accounting, Finance
Miami University 1985 — 1988
BS, Accountancy
J.P. Morgan 2012 - Present
Morgan Stanley, Investment Banking Division 2004 - 2012
Merrill Lynch, Investment Banking Division 1996 - 2003
Skills
Investment Banking, Private Equity, Capital Markets, LBO, Equities, Valuation, Corporate Finance, Financial Modeling, Mergers, IPO, Due Diligence, Buyouts, Investments, High Yield, Financial Analysis, M&A experience, Series 7, Corporate Development, Mergers & Acquisitions, Alternative Investments, Finance
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Accounting, Finance
Miami University 1985 — 1988
BS, Accountancy
Martin Good's J.P. Morgan Experience January 1987 - 2012
Job Fixed Income Sales
Industry Investment Banking
Experience
Wells Fargo Securities 2012 - Present
JPMorgan Securities Inc 1989 - 2012
J.P. Morgan January 1987 - 2012
BANC ONE CAPITAL MARKETS January 1998 - January 2004
American National Bank 1987 - 1995
Education
Michigan State University 1983 — 1987
Bachelor of Arts (BA), Business Administration
Wells Fargo Securities 2012 - Present
JPMorgan Securities Inc 1989 - 2012
J.P. Morgan January 1987 - 2012
BANC ONE CAPITAL MARKETS January 1998 - January 2004
American National Bank 1987 - 1995
Education
Michigan State University 1983 — 1987
Bachelor of Arts (BA), Business Administration
Matt Nowlin's J.P. Morgan Experience August 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Mesirow Financial April 2013 - August 2013
Mesirow Financial November 2011 - April 2013
Incapital August 2010 - November 2011
Van Kampen Investments August 2008 - August 2010
Education
Miami University
BS
J.P. Morgan August 2013 - Present
Mesirow Financial April 2013 - August 2013
Mesirow Financial November 2011 - April 2013
Incapital August 2010 - November 2011
Van Kampen Investments August 2008 - August 2010
Education
Miami University
BS
Kate Masson's J.P. Morgan Experience May 2015 - Present
Job Mortgage Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2015 - Present
Skills
Mortgage Lending, Loans, Underwriting, Real Estate, Credit Analysis, Finance, Credit, Banking, Loan Origination
Education
Miami University 2005 — 2009
Keller Graduate School of Management
Master of Business Administration (MBA), Finance
J.P. Morgan May 2015 - Present
Skills
Mortgage Lending, Loans, Underwriting, Real Estate, Credit Analysis, Finance, Credit, Banking, Loan Origination
Education
Miami University 2005 — 2009
Keller Graduate School of Management
Master of Business Administration (MBA), Finance
R. Charles Book, CPA's J.P. Morgan Experience July 2011 - Present
Job Closely Held Asset Management
Industry Capital Markets
Experience
J.P. Morgan July 2011 - Present
Red Capital Group March 2003 - June 2011
Brisben Development, Inc. January 2000 - April 2003
Brisben Development, Inc. January 1996 - April 2003
National City Bank January 1993 - December 1995
National City Bank May 1991 - March 1993
Ernst & Whinney February 1988 - July 1989
Grant Thornton July 1986 - January 1988
Skills
Real Estate Development, Commercial Lending, Affordable Housing, Financial Reporting, Capital Markets, Private Equity, Budgets, Forecasting, Cash Flow, Bonds, Risk Management, Credit Analysis, Securities, Real Estate Transactions, Strategic Planning, Real Estate Financing, Mergers, Series 7, Investment Banking, Commercial Real Estate
Education
Pennsylvania State University Smeal College of Business 1989 — 1991
MBA
Miami University 1984 — 1986
B.S.
Westminster College (PA) 1982 — 1984
Transfer
J.P. Morgan July 2011 - Present
Red Capital Group March 2003 - June 2011
Brisben Development, Inc. January 2000 - April 2003
Brisben Development, Inc. January 1996 - April 2003
National City Bank January 1993 - December 1995
National City Bank May 1991 - March 1993
Ernst & Whinney February 1988 - July 1989
Grant Thornton July 1986 - January 1988
Skills
Real Estate Development, Commercial Lending, Affordable Housing, Financial Reporting, Capital Markets, Private Equity, Budgets, Forecasting, Cash Flow, Bonds, Risk Management, Credit Analysis, Securities, Real Estate Transactions, Strategic Planning, Real Estate Financing, Mergers, Series 7, Investment Banking, Commercial Real Estate
Education
Pennsylvania State University Smeal College of Business 1989 — 1991
MBA
Miami University 1984 — 1986
B.S.
Westminster College (PA) 1982 — 1984
Transfer
Ethan Roeder's J.P. Morgan Experience January 2015 - Present
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JPMorgan Chase August 2011 - December 2014
Center for Economic Progress January 2012 - April 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Retail Banking, CFA Candidate, Chartered Financial..., Credit Analysis, Spanish, Financial Services, Business Writing, Team-oriented, Customer Service
Education
Michigan State University 2007 — 2011
Bachelor of Arts, Finance
St. Ignatius College Prep 2003 — 2007
J.P. Morgan January 2015 - Present
JPMorgan Chase August 2011 - December 2014
Center for Economic Progress January 2012 - April 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Retail Banking, CFA Candidate, Chartered Financial..., Credit Analysis, Spanish, Financial Services, Business Writing, Team-oriented, Customer Service
Education
Michigan State University 2007 — 2011
Bachelor of Arts, Finance
St. Ignatius College Prep 2003 — 2007
Brooke Farver's J.P. Morgan Experience June 2010 - Present
Job Treasury Sales Analyst: Government, Not for Profit, and Healthcare at JP Morgan
Industry Banking
Experience
J.P. Morgan June 2010 - Present
W.W. Grainger February 2008 - June 2010
Enterprise Fleet Management July 2006 - January 2008
JP Morgan October 2004 - July 2005
Enterprise Rent-A-Car October 2002 - October 2004
Skills
Account Management, Sales, Project Management, Financial Services, B2B, Business Development, Cold Calling, Contract Negotiation, Management, Sales Management, Sales Operations, Sales Process, Strategic Planning, Salesforce.com, Marketing, Leadership, Customer Retention, Customer Service, Direct Sales
Education
Michigan State University 1997 — 2002
BA, Communications
J.P. Morgan June 2010 - Present
W.W. Grainger February 2008 - June 2010
Enterprise Fleet Management July 2006 - January 2008
JP Morgan October 2004 - July 2005
Enterprise Rent-A-Car October 2002 - October 2004
Skills
Account Management, Sales, Project Management, Financial Services, B2B, Business Development, Cold Calling, Contract Negotiation, Management, Sales Management, Sales Operations, Sales Process, Strategic Planning, Salesforce.com, Marketing, Leadership, Customer Retention, Customer Service, Direct Sales
Education
Michigan State University 1997 — 2002
BA, Communications
Katie Khasawneh's J.P. Morgan Experience July 2004 - August 2006
Job AVP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2006 - Present
J.P. Morgan July 2004 - August 2006
Skills
Credit Analysis, Banking, Commercial Banking, Credit, Loans, Risk Management, Commercial Lending, Underwriting, Portfolio Management, Financial Analysis, Financial Modeling
Education
Michigan State University 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
JPMorgan Chase August 2006 - Present
J.P. Morgan July 2004 - August 2006
Skills
Credit Analysis, Banking, Commercial Banking, Credit, Loans, Risk Management, Commercial Lending, Underwriting, Portfolio Management, Financial Analysis, Financial Modeling
Education
Michigan State University 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
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
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
J.P. Morgan March 2010 - May 2011
Wells Fargo May 2009 - March 2010
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Credit Risk, Consumer Lending, Commercial Lending, Banking, Loan Origination, Small Business Lending, Lines Of Credit, Commercial Banking, Underwriting, Portfolio Management, Mortgage Banking
Education
Miami University 2005 — 2009
Bachelor of Arts and Science, Marketing
St. Ursula Academy 2001 — 2005
J.P. Morgan April 2012 - Present
J.P. Morgan May 2011 - April 2012
J.P. Morgan March 2010 - May 2011
Wells Fargo May 2009 - March 2010
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Credit Risk, Consumer Lending, Commercial Lending, Banking, Loan Origination, Small Business Lending, Lines Of Credit, Commercial Banking, Underwriting, Portfolio Management, Mortgage Banking
Education
Miami University 2005 — 2009
Bachelor of Arts and Science, Marketing
St. Ursula Academy 2001 — 2005
Jessica Brosky, CPA's J.P. Morgan Experience March 2015 - Present
Job Asset Manager at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan March 2015 - Present
JPMorgan Chase & Co. July 2011 - March 2015
Ernst & Young September 2008 - June 2011
Skills
Auditing, CPA, Hedge Funds, Assurance, Accounting, US GAAP, General Ledger, Financial Audits, Hyperion Enterprise, SAP, Pilates, Financial Analysis, Financial Reporting, Internal Controls, GAAP, Corporate Finance, Financial Accounting
Education
Miami University 2007 — 2008
Master of Science, Accounting
Seoul National University 2007 — 2008
International Business, International Business
Miami University 2003 — 2007
Bachelor of Science, Accounting
J.P. Morgan March 2015 - Present
JPMorgan Chase & Co. July 2011 - March 2015
Ernst & Young September 2008 - June 2011
Skills
Auditing, CPA, Hedge Funds, Assurance, Accounting, US GAAP, General Ledger, Financial Audits, Hyperion Enterprise, SAP, Pilates, Financial Analysis, Financial Reporting, Internal Controls, GAAP, Corporate Finance, Financial Accounting
Education
Miami University 2007 — 2008
Master of Science, Accounting
Seoul National University 2007 — 2008
International Business, International Business
Miami University 2003 — 2007
Bachelor of Science, Accounting
Anthony Barst's J.P. Morgan Experience July 2014 - Present
Job Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - June 2014
JP Morgan June 2010 - August 2010
Investment Banking Institute December 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Morgan Stanley Smith Barney July 2008 - August 2008
Education
Michigan State University 2006 — 2010
Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - June 2014
JP Morgan June 2010 - August 2010
Investment Banking Institute December 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Morgan Stanley Smith Barney July 2008 - August 2008
Education
Michigan State University 2006 — 2010
Finance
Jonathan Rogerson's J.P. Morgan Experience June 2012 - Present
Job Associate, IB Market Risk Management Equity Derivatives Group, J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2012 - Present
J.P. Morgan January 2011 - June 2012
Education
Miami University 2004 — 2008
J.P. Morgan June 2012 - Present
J.P. Morgan January 2011 - June 2012
Education
Miami University 2004 — 2008
Emily Cartellone's J.P. Morgan Experience October 2010 - February 2013
Job Finance Associate at NK Baur & Associates, Inc
Industry Political Organization
Experience
NK Baur & Associates, Inc February 2013 - Present
J.P. Morgan October 2010 - February 2013
Skills
Banking, Investments, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Forecasting, Sales, Microsoft Word, Marketing, CRM, Data Analysis, Process Improvement, Strategic Planning, Access, Leadership, Sales Management, Team Leadership
Education
Miami University 2007 — 2010
Business, Marketing
NK Baur & Associates, Inc February 2013 - Present
J.P. Morgan October 2010 - February 2013
Skills
Banking, Investments, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Forecasting, Sales, Microsoft Word, Marketing, CRM, Data Analysis, Process Improvement, Strategic Planning, Access, Leadership, Sales Management, Team Leadership
Education
Miami University 2007 — 2010
Business, Marketing
Tom Vertin's J.P. Morgan Experience April 1998 - Present
Job SVP at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase April 1998 - Present
J.P. Morgan April 1998 - Present
Barclays March 1992 - March 1998
Chris Craft Boat Companies March 1984 - March 1989
Arthur Andersen & Co March 1978 - March 1984
Skills
Asset Based Lending, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Underwriting, Portfolio Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Treasury Services, Loans
Education
Michigan State University 1973 — 1978
Bachelor of Arts (BA), Accounting
JP Morgan Chase April 1998 - Present
J.P. Morgan April 1998 - Present
Barclays March 1992 - March 1998
Chris Craft Boat Companies March 1984 - March 1989
Arthur Andersen & Co March 1978 - March 1984
Skills
Asset Based Lending, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Underwriting, Portfolio Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Treasury Services, Loans
Education
Michigan State University 1973 — 1978
Bachelor of Arts (BA), Accounting
Scott Winston's J.P. Morgan Experience
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan
Skills
Derivatives, Risk Management, Hedging, Trading, Financial Modeling, Financial Markets, Commodity, Fixed Income, Corporate Finance, Investment Banking
Education
Michigan State University - The Eli Broad College of Business 1990 — 1991
Master of Business Administration (M.B.A.), Finance, General, 3.7
University of Michigan 1982 — 1986
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Swampscott
J.P. Morgan
Skills
Derivatives, Risk Management, Hedging, Trading, Financial Modeling, Financial Markets, Commodity, Fixed Income, Corporate Finance, Investment Banking
Education
Michigan State University - The Eli Broad College of Business 1990 — 1991
Master of Business Administration (M.B.A.), Finance, General, 3.7
University of Michigan 1982 — 1986
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Swampscott
Justin Fish's J.P. Morgan Experience June 2010 - August 2010
Job Partner at American Industrial Partners
Industry Venture Capital & Private Equity
Experience
American Industrial Partners January 2012 - Present
Chilton Investment Company July 2011 - November 2011
J.P. Morgan June 2010 - August 2010
Lear Corporation May 2004 - August 2009
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Michigan State University 2000 — 2004
BA
American Industrial Partners January 2012 - Present
Chilton Investment Company July 2011 - November 2011
J.P. Morgan June 2010 - August 2010
Lear Corporation May 2004 - August 2009
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Michigan State University 2000 — 2004
BA
Daniel Coccaro's J.P. Morgan Experience July 2015 - Present
Job Associate, Global Investment Opportunities Group (GIO) at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan February 2013 - Present
J. Safra Asset Management January 2011 - January 2013
Michigan State University August 2010 - December 2010
Lloyds TSB July 2009 - December 2009
Ágora Corretora May 2008 - August 2008
Skills
Hedge Funds, Mutual Funds, Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investments, Financial Markets, Private Banking, Wealth Management, Valuation, Finance, Bloomberg, Asset Management, Capital Markets
Education
Michigan State University 2006 — 2010
Bachelor of Arts, Economics
The British School of Rio de Janeiro 1992 — 2005
J.P. Morgan July 2015 - Present
J.P. Morgan February 2013 - Present
J. Safra Asset Management January 2011 - January 2013
Michigan State University August 2010 - December 2010
Lloyds TSB July 2009 - December 2009
Ágora Corretora May 2008 - August 2008
Skills
Hedge Funds, Mutual Funds, Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investments, Financial Markets, Private Banking, Wealth Management, Valuation, Finance, Bloomberg, Asset Management, Capital Markets
Education
Michigan State University 2006 — 2010
Bachelor of Arts, Economics
The British School of Rio de Janeiro 1992 — 2005
Nithya Nareshkumar's J.P. Morgan Experience 2012 - 2014
Job Technology Manager, Regulatory Compliance, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan 2012 - 2014
J.P. Morgan 2012 - 2014
J.P. Morgan Funds Management June 2007 - December 2010
J.P. Morgan Asset Management (Institutional) July 2005 - December 2007
Education
Miami University
MS, Computer Science
J.P. Morgan 2012 - 2014
J.P. Morgan 2012 - 2014
J.P. Morgan Funds Management June 2007 - December 2010
J.P. Morgan Asset Management (Institutional) July 2005 - December 2007
Education
Miami University
MS, Computer Science
Dana Bell's J.P. Morgan Experience August 2007 - Present
Job Treasury Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2007 - Present
JPMorgan Chase January 2005 - July 2007
Education
Miami University 1999 — 2003
Bachelor of Arts, Public Relations
J.P. Morgan August 2007 - Present
JPMorgan Chase January 2005 - July 2007
Education
Miami University 1999 — 2003
Bachelor of Arts, Public Relations
Ricky Pamensky's J.P. Morgan Experience June 2013 - August 2013
Job Fund Statistics Associate at PIMCO
Industry Capital Markets
Experience
Cleveland Research Company May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
PosterElite June 2012 - January 2013
International Bath and Tile 2010 - 2010
Stanmar International 2008 - 2010
Skills
Mathematics, Computer Proficiency, Situational Leadership, Public Speaking, Research, Microsoft Office, Event Management, Workshop Facilitation, Strategic Planning, Analysis, Data Analysis, Microsoft Excel, CRM, Business Analysis, Financial Analysis, Market Research
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, General Minor: Business Economics
Cleveland Research Company May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
PosterElite June 2012 - January 2013
International Bath and Tile 2010 - 2010
Stanmar International 2008 - 2010
Skills
Mathematics, Computer Proficiency, Situational Leadership, Public Speaking, Research, Microsoft Office, Event Management, Workshop Facilitation, Strategic Planning, Analysis, Data Analysis, Microsoft Excel, CRM, Business Analysis, Financial Analysis, Market Research
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, General Minor: Business Economics
Todd Ferguson's J.P. Morgan Experience October 2003 - November 2007
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2010 - Present
Merrill Lynch November 2007 - June 2010
J.P. Morgan October 2003 - November 2007
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Series 63, Insurance, Estate Planning, Fixed Income, Alternative Investments
Education
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Davison High School 1990 — 1994
High School/Secondary Diploma Programs
UBS Financial Services Inc. June 2010 - Present
Merrill Lynch November 2007 - June 2010
J.P. Morgan October 2003 - November 2007
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Series 63, Insurance, Estate Planning, Fixed Income, Alternative Investments
Education
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Davison High School 1990 — 1994
High School/Secondary Diploma Programs
Stephanie Strucel's J.P. Morgan Experience June 2012 - Present
Job
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
JPMorgan Chase September 2009 - June 2012
Best Buy August 2005 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Michigan State University 2001 — 2007
Bachelor of Science (B.S.), Kinesiology and Exercise Science
J.P. Morgan June 2012 - Present
JPMorgan Chase September 2009 - June 2012
Best Buy August 2005 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Michigan State University 2001 — 2007
Bachelor of Science (B.S.), Kinesiology and Exercise Science
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.