J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Puneet Thiara Puneet Thiara's J.P. Morgan Experience June 2014 - August 2014
Job Portfolio Evaluation Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
J.P. Morgan June 2014 - August 2014
Sandia National Laboratories June 2010 - May 2014
Goldman Sachs September 2013 - December 2013
Goldman Sachs June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis
Education
Northwestern University 2011 — 2014
Bachelor of Arts (BA), Economics, Business Institutions
Fisher Investments January 2015 - Present
J.P. Morgan June 2014 - August 2014
Sandia National Laboratories June 2010 - May 2014
Goldman Sachs September 2013 - December 2013
Goldman Sachs June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis
Education
Northwestern University 2011 — 2014
Bachelor of Arts (BA), Economics, Business Institutions
Molly Seltzer's J.P. Morgan Experience July 2013 - Present
Job Asset Management Business Communications Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Bloomberg LP January 2009 - July 2013
NACCRRA May 2007 - August 2007
The Washington Post May 2006 - August 2006
Richmond.com May 2005 - August 2005
Camp Horizons May 2004 - August 2004
Skills
Editing, Journalism, Blogging, News Writing, Editorial, Business Journalism, Copy Editing, Breaking News, Storytelling, Newspapers, Feature Articles, Web Content, Publications, Bloomberg, Video, Investigative Reporting, AP Style, Online Journalism, New Media
Education
Northwestern University 2007 — 2008
Master's degree, Journalism
University of Virginia 2003 — 2007
Bachelor of Science (BS), Anthropology, English
J.P. Morgan July 2013 - Present
Bloomberg LP January 2009 - July 2013
NACCRRA May 2007 - August 2007
The Washington Post May 2006 - August 2006
Richmond.com May 2005 - August 2005
Camp Horizons May 2004 - August 2004
Skills
Editing, Journalism, Blogging, News Writing, Editorial, Business Journalism, Copy Editing, Breaking News, Storytelling, Newspapers, Feature Articles, Web Content, Publications, Bloomberg, Video, Investigative Reporting, AP Style, Online Journalism, New Media
Education
Northwestern University 2007 — 2008
Master's degree, Journalism
University of Virginia 2003 — 2007
Bachelor of Science (BS), Anthropology, English
Alex Sarver's J.P. Morgan Experience June 2009 - August 2009
Job Associate at Bank of America
Industry Capital Markets
Experience
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America July 2010 - July 2013
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Investments, Capital Markets, Financial Modeling, High Yield
Education
Northwestern University 2006 — 2010
Bachelor's degree, Mathematics
Northwestern University 2006 — 2010
Bachelor's degree, Economics
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America July 2010 - July 2013
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Investments, Capital Markets, Financial Modeling, High Yield
Education
Northwestern University 2006 — 2010
Bachelor's degree, Mathematics
Northwestern University 2006 — 2010
Bachelor's degree, Economics
HongJoo (Joo) Lee HongJoo (Joo) Lee's J.P. Morgan Experience August 2008 - September 2008
Job Consultant at Techedge USA, Inc.
Industry Information Technology and Services
Experience
Techedge USA, Inc. March 2015 - Present
CCR.INC August 2010 - September 2013
J.P. Morgan August 2008 - September 2008
Skills
Data Analysis, Financial Analysis, Visio, Data Modeling, Business Analysis, Analytics, Change Management, Hyperion Planning, Essbase, Supply Chain..., Process Optimization, Data Management
Education
Northwestern University 2007 — 2014
Bachelor of Science (BS), Industrial Engineering, Magna Cum Laude
Northwestern University - Kellogg School of Management
Kellogg Certificate Program for Undergraduates in Managerial Analytics
Techedge USA, Inc. March 2015 - Present
CCR.INC August 2010 - September 2013
J.P. Morgan August 2008 - September 2008
Skills
Data Analysis, Financial Analysis, Visio, Data Modeling, Business Analysis, Analytics, Change Management, Hyperion Planning, Essbase, Supply Chain..., Process Optimization, Data Management
Education
Northwestern University 2007 — 2014
Bachelor of Science (BS), Industrial Engineering, Magna Cum Laude
Northwestern University - Kellogg School of Management
Kellogg Certificate Program for Undergraduates in Managerial Analytics
Jonathan Fields Jonathan Fields's J.P. Morgan Experience May 2012 - Present
Job Associate Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
JPMorgan Chase July 2006 - Present
Northwestern Mutual May 2005 - August 2005
Education
Northwestern University 2001 — 2006
BA(Econ), Economics/Sociology
J.P. Morgan May 2012 - Present
JPMorgan Chase July 2006 - Present
Northwestern Mutual May 2005 - August 2005
Education
Northwestern University 2001 — 2006
BA(Econ), Economics/Sociology
Blair Drossner Blair Drossner's J.P. Morgan Experience January 2013 - March 2013
Job Financial Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Kellogg School of Management April 2013 - May 2014
Capital One June 2013 - August 2013
J.P. Morgan January 2013 - March 2013
Skills
Leadership, Time Management, Entrepreneurship, Project Management, Microsoft Excel, Microsoft Word, Social Media, Coordination, Analysis, Data Analysis, Investment Banking, Financial Modeling
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.)
Cambridge University
William Penn Charter School 2006 — 2010
Deutsche Bank July 2014 - Present
Kellogg School of Management April 2013 - May 2014
Capital One June 2013 - August 2013
J.P. Morgan January 2013 - March 2013
Skills
Leadership, Time Management, Entrepreneurship, Project Management, Microsoft Excel, Microsoft Word, Social Media, Coordination, Analysis, Data Analysis, Investment Banking, Financial Modeling
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.)
Cambridge University
William Penn Charter School 2006 — 2010
Eric Greenberg Eric Greenberg's J.P. Morgan Experience July 2013 - Present
Job Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Goldman Sachs May 2007 - July 2013
Lincoln Financial Group August 2006 - May 2007
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematics
J.P. Morgan July 2013 - Present
Goldman Sachs May 2007 - July 2013
Lincoln Financial Group August 2006 - May 2007
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematics
Felix Arenas's J.P. Morgan Experience September 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
JPMorgan Chase March 2014 - September 2014
J.P. Morgan September 2013 - March 2014
J.P. Morgan June 2012 - August 2012
PricewaterhouseCoopers June 2011 - September 2011
Graña y Montero June 2010 - September 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Spanish, Matlab, Minitab, C++, Corporate Finance, Accounting, AMPL, Microsoft Excel, Economics, Financial Modeling, Statistics, Financial Analysis
Education
Northwestern University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), BS Industrial Engineering & Management Sciences, BA Economics
Kellogg School of Management 2011 — 2012
Certificate for Undergraduates in Managerial Analytics
Markham College
High School
J.P. Morgan September 2014 - Present
JPMorgan Chase March 2014 - September 2014
J.P. Morgan September 2013 - March 2014
J.P. Morgan June 2012 - August 2012
PricewaterhouseCoopers June 2011 - September 2011
Graña y Montero June 2010 - September 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Spanish, Matlab, Minitab, C++, Corporate Finance, Accounting, AMPL, Microsoft Excel, Economics, Financial Modeling, Statistics, Financial Analysis
Education
Northwestern University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), BS Industrial Engineering & Management Sciences, BA Economics
Kellogg School of Management 2011 — 2012
Certificate for Undergraduates in Managerial Analytics
Markham College
High School
Andrew Hoff Andrew Hoff's J.P. Morgan Experience June 2013 - August 2014
Job Avionics Engineering Intern at SpaceX
Industry Computer Software
Experience
Microsoft June 2014 - August 2014
J.P. Morgan June 2013 - August 2014
Newport Capital Partners February 2013 - May 2013
NUIT January 2012 - May 2013
Northwestern ISBE October 2011 - February 2013
Vinayak P Dravid Group January 2011 - February 2012
Arcturus Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C++, Java, HTML
Education
UCLA 2014 — 2015
Master's Degree, Computer Science
Northwestern University 2010 — 2014
Bachelor's Degree, Industrial Engineering
Microsoft June 2014 - August 2014
J.P. Morgan June 2013 - August 2014
Newport Capital Partners February 2013 - May 2013
NUIT January 2012 - May 2013
Northwestern ISBE October 2011 - February 2013
Vinayak P Dravid Group January 2011 - February 2012
Arcturus Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C++, Java, HTML
Education
UCLA 2014 — 2015
Master's Degree, Computer Science
Northwestern University 2010 — 2014
Bachelor's Degree, Industrial Engineering
Beth Cleland Beth Cleland's J.P. Morgan Experience July 2006 - May 2013
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase & Co. May 2013 - Present
J.P. Morgan July 2006 - May 2013
Skills
Securitization, Fixed Income, Capital Markets, Investment Banking, Equities, Financial Modeling, Derivatives, Hedge Funds, Valuation, Bloomberg, Portfolio Management, Private Equity, Corporate Finance, Structured Finance, Investments, Series 7, Options, Emerging Markets, Due Diligence, Financial Analysis
Education
Northwestern University 2002 — 2006
BA, Economics and History
JPMorgan Chase & Co. May 2013 - Present
J.P. Morgan July 2006 - May 2013
Skills
Securitization, Fixed Income, Capital Markets, Investment Banking, Equities, Financial Modeling, Derivatives, Hedge Funds, Valuation, Bloomberg, Portfolio Management, Private Equity, Corporate Finance, Structured Finance, Investments, Series 7, Options, Emerging Markets, Due Diligence, Financial Analysis
Education
Northwestern University 2002 — 2006
BA, Economics and History
Paul Huettner Paul Huettner's J.P. Morgan Experience March 2011 - June 2011
Job Associate at Chilmark Partners
Industry Investment Banking
Experience
Chilmark Partners June 2012 - Present
Frat Foods LLC March 2011 - June 2012
PT Infiniti Wahana June 2010 - August 2011
J.P. Morgan March 2011 - June 2011
Pi Kappa Alpha March 2010 - March 2011
Skills
Financial Modeling, Private Equity, Valuation, Asset Managment, Data Analysis, Economics, Asset Management, Analysis, Finance, Restructuring, Due Diligence, Financial Analysis, Venture Capital
Education
CFA Institute 2015 — 2017
2016 Level II Candidate in the CFA Program
Northwestern University 2008 — 2012
Bachelors of Arts and Science, Economics, Political Science, Business Institutions
Wooster High School 2004 — 2008
High School
Chilmark Partners June 2012 - Present
Frat Foods LLC March 2011 - June 2012
PT Infiniti Wahana June 2010 - August 2011
J.P. Morgan March 2011 - June 2011
Pi Kappa Alpha March 2010 - March 2011
Skills
Financial Modeling, Private Equity, Valuation, Asset Managment, Data Analysis, Economics, Asset Management, Analysis, Finance, Restructuring, Due Diligence, Financial Analysis, Venture Capital
Education
CFA Institute 2015 — 2017
2016 Level II Candidate in the CFA Program
Northwestern University 2008 — 2012
Bachelors of Arts and Science, Economics, Political Science, Business Institutions
Wooster High School 2004 — 2008
High School
Scott Neaves's J.P. Morgan Experience June 2013 - September 2013
Job C2 Consultant at Pariveda Solutions
Industry Computer Software
Experience
Pariveda Solutions August 2014 - Present
Inclusive Technology Research Lab, Northwestern University September 2013 - August 2014
J.P. Morgan June 2013 - September 2013
Sproutel June 2012 - September 2012
Skills
Python, AngularJS, C++, SQL, JavaScript, User-centered Design, Android, Programming, Git, Design Thinking, Drawing Skills, Microsoft Office, Arduino, Version Control, Android Development
Education
Northwestern University 2010 — 2014
Bachelor of Science, Computer Science
East Greenwich High School 2005 — 2010
Pariveda Solutions August 2014 - Present
Inclusive Technology Research Lab, Northwestern University September 2013 - August 2014
J.P. Morgan June 2013 - September 2013
Sproutel June 2012 - September 2012
Skills
Python, AngularJS, C++, SQL, JavaScript, User-centered Design, Android, Programming, Git, Design Thinking, Drawing Skills, Microsoft Office, Arduino, Version Control, Android Development
Education
Northwestern University 2010 — 2014
Bachelor of Science, Computer Science
East Greenwich High School 2005 — 2010
Chris Dayal's J.P. Morgan Experience February 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2015 - Present
Dystonia Medical Research Foundation March 2014 - Present
Kellogg School of Management January 2014 - Present
Cognition and Language Lab at Northwestern University September 2013 - Present
Management Leadership for Tomorrow (MLT) 2014 - 2015
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Strategy, IT Strategy, Technology, Case Studies, Data Analysis, Research, Public Speaking, Social Media, Leadership, Spanish, Event Planning, Customer Service
Education
Northwestern University 2012 — 2016
Bachelor's degree, Cognitive Science and Science in Human Culture (concentrations: AI, Science & Technology)
West Orange High School 2008 — 2012
High School
J.P. Morgan February 2015 - Present
Dystonia Medical Research Foundation March 2014 - Present
Kellogg School of Management January 2014 - Present
Cognition and Language Lab at Northwestern University September 2013 - Present
Management Leadership for Tomorrow (MLT) 2014 - 2015
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Strategy, IT Strategy, Technology, Case Studies, Data Analysis, Research, Public Speaking, Social Media, Leadership, Spanish, Event Planning, Customer Service
Education
Northwestern University 2012 — 2016
Bachelor's degree, Cognitive Science and Science in Human Culture (concentrations: AI, Science & Technology)
West Orange High School 2008 — 2012
High School
Nicole Salaber's J.P. Morgan Experience June 2012 - June 2014
Job Private Equity Associate at Frontenac Company
Industry Venture Capital & Private Equity
Experience
Frontenac Company July 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Zazove Associates, LLC June 2010 - August 2010
Skills
Investment Banking
Education
Northwestern University 2008 — 2012
Economics, Business
Frontenac Company July 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Zazove Associates, LLC June 2010 - August 2010
Skills
Investment Banking
Education
Northwestern University 2008 — 2012
Economics, Business
Kemi Areke Kemi Areke's J.P. Morgan Experience July 2015 - Present
Job Incoming Sales & Trading Analyst at J.P. Morgan l Northwestern University Student
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2015 - July 2015
Medline Industries June 2014 - September 2014
Freenters September 2013 - August 2014
Ponterra Business Advisors July 2013 - September 2013
Skills
Social Networking, Management, Foreign Languages, Team Leadership, Start-ups, Microsoft Office, CRM, Market Research, SPSS, Microsoft Excel, Sales Analysis, Business Analysis, Sales, Data Analysis, Microsoft Word, Research, PowerPoint, Public Speaking
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Philosophy, Business Institutions Minor
The Peabody Institute of The Johns Hopkins University 2005 — 2012
Individual Violin Instruction
Washington International School 1999 — 2012
International Baccalaureate Diploma/ Spanish Bilingual Diploma
J.P. Morgan July 2015 - Present
J.P. Morgan June 2015 - July 2015
Medline Industries June 2014 - September 2014
Freenters September 2013 - August 2014
Ponterra Business Advisors July 2013 - September 2013
Skills
Social Networking, Management, Foreign Languages, Team Leadership, Start-ups, Microsoft Office, CRM, Market Research, SPSS, Microsoft Excel, Sales Analysis, Business Analysis, Sales, Data Analysis, Microsoft Word, Research, PowerPoint, Public Speaking
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Philosophy, Business Institutions Minor
The Peabody Institute of The Johns Hopkins University 2005 — 2012
Individual Violin Instruction
Washington International School 1999 — 2012
International Baccalaureate Diploma/ Spanish Bilingual Diploma
Adrienne Hughes Adrienne Hughes's J.P. Morgan Experience
Job Senior Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Strategic Planning, Financial Modeling, Risk Management, FX Options, Corporate Finance, Banking, Financial Analysis, Treasury Management, Business Analysis, Business Strategy, Management, Leadership, Financial Services
Education
Northwestern University - Kellogg School of Management 2004 — 2007
Master of Business Administration (MBA)
Northwestern University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.)
J.P. Morgan
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Strategic Planning, Financial Modeling, Risk Management, FX Options, Corporate Finance, Banking, Financial Analysis, Treasury Management, Business Analysis, Business Strategy, Management, Leadership, Financial Services
Education
Northwestern University - Kellogg School of Management 2004 — 2007
Master of Business Administration (MBA)
Northwestern University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.)
David Alvarez, CFP®'s J.P. Morgan Experience September 2012 - August 2015
Job Wealth Management | Philanthropic Planning
Industry Financial Services
Experience
J.P. Morgan September 2012 - August 2015
J.P. Morgan November 2008 - September 2012
J.P. Morgan September 2006 - November 2008
J.P. Morgan August 2004 - September 2006
J.P. Morgan August 2002 - August 2004
Skills
Series 7, Investments, Asset Allocation, Series 63, Private Banking, Wealth Management..., Certified Financial..., Wealth, Strategic Financial..., Portfolio Management, Asset Management, Financial Analysis, Insurance, Financial Markets, Finance, FINRA
Education
Northwestern University 1998 — 2002
Bachelor of Arts, Economics and History
Antonian College Prep 1994 — 1998
High School
J.P. Morgan September 2012 - August 2015
J.P. Morgan November 2008 - September 2012
J.P. Morgan September 2006 - November 2008
J.P. Morgan August 2004 - September 2006
J.P. Morgan August 2002 - August 2004
Skills
Series 7, Investments, Asset Allocation, Series 63, Private Banking, Wealth Management..., Certified Financial..., Wealth, Strategic Financial..., Portfolio Management, Asset Management, Financial Analysis, Insurance, Financial Markets, Finance, FINRA
Education
Northwestern University 1998 — 2002
Bachelor of Arts, Economics and History
Antonian College Prep 1994 — 1998
High School
Alex Mosnick Alex Mosnick's J.P. Morgan Experience June 2012 - August 2012
Job Analyst at Aon Inpoint Consulting
Industry Financial Services
Experience
UBS Global Asset Management June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Rubenstein Communications September 2011 - September 2011
Skills
Microsoft Office, Data Analysis, Risk Management, Financial Analysis, Equities, Fixed Income, Banking, Derivatives, Trading, Management, Financial Advisory, Trading Systems
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.)
UBS Global Asset Management June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Rubenstein Communications September 2011 - September 2011
Skills
Microsoft Office, Data Analysis, Risk Management, Financial Analysis, Equities, Fixed Income, Banking, Derivatives, Trading, Management, Financial Advisory, Trading Systems
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.)
Stephen Ira Adams's J.P. Morgan Experience March 2005 - July 2007
Job Owner at Cenla Independent Insurance Brokers, LLC
Industry Insurance
Experience
Cenla Independent Insurance Brokers, LLC January 2012 - Present
MidSouth Bank 2008 - 2010
J.P. Morgan March 2005 - July 2007
Skills
Life Insurance, Health Insurance, Annuity Sales, medicare supplements, Long-term Care, Dental Insurance, Accident Insurance, healthcare reform expert, Group Insurance, Individual Health..., Medicare, Voluntary Employee..., Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Investments, Sales, Mutual Funds, Retirement Planning, Customer Service, Sales Management, Management, Marketing, Team Building, IRAs, Leadership
Education
Northwestern State University 1999 — 2003
Bachelor's degree, Bachelor In Liberal Arts, Minor in English & Social Science
Pineville high school 1995 — 1999
Cenla Independent Insurance Brokers, LLC January 2012 - Present
MidSouth Bank 2008 - 2010
J.P. Morgan March 2005 - July 2007
Skills
Life Insurance, Health Insurance, Annuity Sales, medicare supplements, Long-term Care, Dental Insurance, Accident Insurance, healthcare reform expert, Group Insurance, Individual Health..., Medicare, Voluntary Employee..., Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Investments, Sales, Mutual Funds, Retirement Planning, Customer Service, Sales Management, Management, Marketing, Team Building, IRAs, Leadership
Education
Northwestern State University 1999 — 2003
Bachelor's degree, Bachelor In Liberal Arts, Minor in English & Social Science
Pineville high school 1995 — 1999
David Meier's J.P. Morgan Experience July 2012 - June 2015
Job Associate Banker at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
J.P. Morgan July 2012 - June 2015
Bernstein Global Wealth Management October 2011 - May 2012
Bernstein Global Wealth Management June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Skills
Microsoft Excel, PowerPoint, Marketing Communications, Series 7, Series 63
Education
Northwestern University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Citi June 2015 - Present
J.P. Morgan July 2012 - June 2015
Bernstein Global Wealth Management October 2011 - May 2012
Bernstein Global Wealth Management June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Skills
Microsoft Excel, PowerPoint, Marketing Communications, Series 7, Series 63
Education
Northwestern University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Alexander Townsend Alexander Townsend's J.P. Morgan Experience July 2006 - August 2008
Job Associate Global Credit & Special Situations at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch September 2012 - April 2014
Bank of America Merrill Lynch June 2011 - August 2011
PEAK6 Investments LP August 2008 - May 2010
J.P. Morgan July 2006 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Bloomberg, Equity Research, Equities, Corporate Finance, Derivatives, Investments, Fixed Income, Bloomberg Terminal, Due Diligence, Economics, Capital Markets, Equity Valuation, Asset Managment, Hedge Funds, Alternative Investments, Film Theory, Private Equity, Independent Film, Asset Management, Film Criticism
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch September 2012 - April 2014
Bank of America Merrill Lynch June 2011 - August 2011
PEAK6 Investments LP August 2008 - May 2010
J.P. Morgan July 2006 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Bloomberg, Equity Research, Equities, Corporate Finance, Derivatives, Investments, Fixed Income, Bloomberg Terminal, Due Diligence, Economics, Capital Markets, Equity Valuation, Asset Managment, Hedge Funds, Alternative Investments, Film Theory, Private Equity, Independent Film, Asset Management, Film Criticism
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Jaimie Orrico Jaimie Orrico's J.P. Morgan Experience June 2014 - January 2015
Job Foreign Exchange Sales & Trading
Industry Capital Markets
Experience
U.S. Bank March 2015 - Present
J.P. Morgan June 2014 - January 2015
U.S. Bank October 2013 - June 2014
U.S. Bank June 2012 - October 2013
Northwestern University Field Hockey August 2008 - November 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Banking, Corporate Finance, Capital IQ, Bloomberg, Public Speaking, Research
Education
Northwestern University
U.S. Bank March 2015 - Present
J.P. Morgan June 2014 - January 2015
U.S. Bank October 2013 - June 2014
U.S. Bank June 2012 - October 2013
Northwestern University Field Hockey August 2008 - November 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Banking, Corporate Finance, Capital IQ, Bloomberg, Public Speaking, Research
Education
Northwestern University
Roshan Karingada Roshan Karingada's J.P. Morgan Experience March 2008 - June 2008
Job Distressed Debt Associate at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi January 2012 - July 2014
Citi June 2010 - December 2011
Allstate Financial June 2009 - April 2010
US Securities and Exchange Commission November 2008 - April 2009
J.P. Morgan March 2008 - June 2008
Skills
Banking, Market Risk, Credit Risk, Credit, Portfolio Management, Business Communications, Financial Risk
Education
Northwestern University 2006 — 2010
BA, Economics
Citi August 2014 - Present
Citi January 2012 - July 2014
Citi June 2010 - December 2011
Allstate Financial June 2009 - April 2010
US Securities and Exchange Commission November 2008 - April 2009
J.P. Morgan March 2008 - June 2008
Skills
Banking, Market Risk, Credit Risk, Credit, Portfolio Management, Business Communications, Financial Risk
Education
Northwestern University 2006 — 2010
BA, Economics
Kylie Richards Kylie Richards's J.P. Morgan Experience January 2015 - Present
Job Incoming Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan September 2014 - December 2014
Walbert Capital Management, LLC June 2014 - August 2014
Caren Forbes & Co. June 2011 - August 2013
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
New Canaan High School 2008 — 2012
High School
J.P. Morgan January 2015 - Present
J.P. Morgan September 2014 - December 2014
Walbert Capital Management, LLC June 2014 - August 2014
Caren Forbes & Co. June 2011 - August 2013
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
New Canaan High School 2008 — 2012
High School
Saumya Didwania Saumya Didwania's J.P. Morgan Experience June 2014 - August 2014
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Bracco June 2012 - August 2012
Skills
Windows, Team Leadership, Data Analysis, Project Management, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Analysis, Hindi, Sports, Mac OS, Management, Statistics, Economics, Finance, VBA, Corporate Finance, Research
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Statistics
Garden School 1999 — 2011
High School Degree
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Bracco June 2012 - August 2012
Skills
Windows, Team Leadership, Data Analysis, Project Management, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Analysis, Hindi, Sports, Mac OS, Management, Statistics, Economics, Finance, VBA, Corporate Finance, Research
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Statistics
Garden School 1999 — 2011
High School Degree
Will Cohen Will Cohen's J.P. Morgan Experience 2010 - 2014
Job
Industry Financial Services
Experience
U.S. Trust 2014 - Present
J.P. Morgan 2010 - 2014
Goldman, Sachs & Co. 2007 - 2010
Corporate Executive Board 2003 - 2005
Education
University of Virginia Darden School of Business
MBA, General Management
Northwestern University
BS, Industrial Engineering
Phillips Academy - Andover
U.S. Trust 2014 - Present
J.P. Morgan 2010 - 2014
Goldman, Sachs & Co. 2007 - 2010
Corporate Executive Board 2003 - 2005
Education
University of Virginia Darden School of Business
MBA, General Management
Northwestern University
BS, Industrial Engineering
Phillips Academy - Andover
Jared Tessler Jared Tessler's J.P. Morgan Experience July 2014 - May 2015
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business July 2015 - Present
J.P. Morgan July 2014 - May 2015
J.P. Morgan October 2012 - July 2014
J.P. Morgan July 2011 - October 2012
J.P. Morgan June 2010 - August 2010
Merrill Lynch March 2010 - June 2010
Skills
Excel, PowerPoint, Bloomberg, Series 7, Series 63, Wealth Management, Business Strategy, Retirement
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
B.A, History, Psychology
NYU Stern School of Business July 2015 - Present
J.P. Morgan July 2014 - May 2015
J.P. Morgan October 2012 - July 2014
J.P. Morgan July 2011 - October 2012
J.P. Morgan June 2010 - August 2010
Merrill Lynch March 2010 - June 2010
Skills
Excel, PowerPoint, Bloomberg, Series 7, Series 63, Wealth Management, Business Strategy, Retirement
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
B.A, History, Psychology
Julia Harrigan Julia Harrigan's J.P. Morgan Experience June 2013 - August 2013
Job Commercial Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - August 2013
National Fragile X Association/Northern California Fragile X Association 2006 - 2013
Clever Finds July 2011 - September 2011
Filippo's Italian Restaurant June 2011 - September 2011
Skills
Mathematics, Economics, Microsoft Office, Spanish, Teamwork, Creativity, Microsoft Excel, Customer Service, PowerPoint, Sales, Data Analysis, Public Speaking, Microsoft Word, Access, Statistics, Financial Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts (BA), Mathematics, Financial Economics, Psychology
Boston University Study Abroad: Language and Liberal Arts Program, Madrid 2012 — 2012
Courses in Spanish
London School of Economics and Political Science 2012 — 2012
Summer School, Economics
J.P. Morgan June 2013 - August 2013
National Fragile X Association/Northern California Fragile X Association 2006 - 2013
Clever Finds July 2011 - September 2011
Filippo's Italian Restaurant June 2011 - September 2011
Skills
Mathematics, Economics, Microsoft Office, Spanish, Teamwork, Creativity, Microsoft Excel, Customer Service, PowerPoint, Sales, Data Analysis, Public Speaking, Microsoft Word, Access, Statistics, Financial Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts (BA), Mathematics, Financial Economics, Psychology
Boston University Study Abroad: Language and Liberal Arts Program, Madrid 2012 — 2012
Courses in Spanish
London School of Economics and Political Science 2012 — 2012
Summer School, Economics
Anne Sylvester Anne Sylvester's J.P. Morgan Experience August 2007 - Present
Job Managing Director, Wealth Management at JPMorgan
Industry Banking
Experience
J.P. Morgan August 2007 - Present
HSBC Securities August 2001 - August 2007
Lehman Brothers Holdings Inc. September 1987 - March 1996
Education
Northwestern University
BA
J.P. Morgan August 2007 - Present
HSBC Securities August 2001 - August 2007
Lehman Brothers Holdings Inc. September 1987 - March 1996
Education
Northwestern University
BA
Jason M. Krick, CFP®, CTFA Jason M. Krick, CFP®, CTFA's J.P. Morgan Experience December 2006 - April 2008
Job Experienced Personal Financial Services Professional
Industry Financial Services
Experience
Northern Trust July 2008 - Present
J.P. Morgan December 2006 - April 2008
J.P. Morgan June 2002 - December 2006
J.P. Morgan Securities (formerly Banc One Securities Corp.) December 2000 - June 2002
J.P. Morgan Securities (formerly Banc One Securities Corp.) January 2000 - December 2000
J.P. Morgan Securities (formerly Banc One Securities Corp.) August 1999 - January 2000
Ameriprise Financial Services, Inc. (formerly Olde Discount Brokerage) December 1998 - June 1999
Skills
Wealth Management, Investments, Retirement Planning, Financial Planners, Estate Planning, Securities, Series 7, Mutual Funds, Fixed Income, Asset Allocation, Equities, Banking, Portfolio Management, Asset Managment, Investment Strategies
Education
Northwestern University 1993 — 1998
Bachelor of Science (B.S.), Education
Francis T. Maloney High School 1989 — 1993
High School Diploma, Science & Math
Northern Trust July 2008 - Present
J.P. Morgan December 2006 - April 2008
J.P. Morgan June 2002 - December 2006
J.P. Morgan Securities (formerly Banc One Securities Corp.) December 2000 - June 2002
J.P. Morgan Securities (formerly Banc One Securities Corp.) January 2000 - December 2000
J.P. Morgan Securities (formerly Banc One Securities Corp.) August 1999 - January 2000
Ameriprise Financial Services, Inc. (formerly Olde Discount Brokerage) December 1998 - June 1999
Skills
Wealth Management, Investments, Retirement Planning, Financial Planners, Estate Planning, Securities, Series 7, Mutual Funds, Fixed Income, Asset Allocation, Equities, Banking, Portfolio Management, Asset Managment, Investment Strategies
Education
Northwestern University 1993 — 1998
Bachelor of Science (B.S.), Education
Francis T. Maloney High School 1989 — 1993
High School Diploma, Science & Math
David Cahoy, CFA David Cahoy, CFA's J.P. Morgan Experience June 2011 - Present
Job Associate at JP Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2011 - Present
Centauris Group 2009 - 2010
FSBE 2008 - 2009
Chicago Global Investors 2007 - 2008
FX Chicago 2007 - 2008
Spike Trading 2003 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Bloomberg, Investment Banking, Trading, Equities, Mergers & Acquisitions, Proprietary Trading, Equity Derivatives, Financial Markets, Capital Markets, Currency, Emerging Markets, Mutual Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Northwestern University 1999 — 2003
BA, Economics
J.P. Morgan June 2011 - Present
Centauris Group 2009 - 2010
FSBE 2008 - 2009
Chicago Global Investors 2007 - 2008
FX Chicago 2007 - 2008
Spike Trading 2003 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Bloomberg, Investment Banking, Trading, Equities, Mergers & Acquisitions, Proprietary Trading, Equity Derivatives, Financial Markets, Capital Markets, Currency, Emerging Markets, Mutual Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Northwestern University 1999 — 2003
BA, Economics
Jessica Tsenver Jessica Tsenver's J.P. Morgan Experience January 2014 - Present
Job Associate in Technology Corporate Client Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - December 2013
Northwestern University September 2009 - June 2011
J.P. Morgan June 2010 - August 2010
Skills
Series 63, Series 79, Financial Services, Bloomberg, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets
Education
Northwestern University 2008 — 2011
Bachelor’s Degree, Economics, International Studies
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - December 2013
Northwestern University September 2009 - June 2011
J.P. Morgan June 2010 - August 2010
Skills
Series 63, Series 79, Financial Services, Bloomberg, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets
Education
Northwestern University 2008 — 2011
Bachelor’s Degree, Economics, International Studies
Luke Chaffin Luke Chaffin's J.P. Morgan Experience March 2012 - June 2012
Job Consultant at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal May 2015 - Present
Alvarez & Marsal September 2013 - May 2015
Thoma Bravo July 2012 - September 2012
J.P. Morgan March 2012 - June 2012
Skills
Economics, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Stata, Valuation, Financial Analysis, Bloomberg, Microsoft Office, Data Analysis, Investment Banking
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics
London School of Economics 2011 — 2011
Summer Program, Economics
Alvarez & Marsal May 2015 - Present
Alvarez & Marsal September 2013 - May 2015
Thoma Bravo July 2012 - September 2012
J.P. Morgan March 2012 - June 2012
Skills
Economics, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Stata, Valuation, Financial Analysis, Bloomberg, Microsoft Office, Data Analysis, Investment Banking
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics
London School of Economics 2011 — 2011
Summer Program, Economics
Miriam Troostwijk Miriam Troostwijk's J.P. Morgan Experience March 2011 - May 2011
Job Solutions Consultant at Medallia
Industry Management Consulting
Experience
Medallia October 2015 - Present
PwC Consulting August 2012 - Present
Northern Trust May 2011 - July 2011
J.P. Morgan March 2011 - May 2011
CNN June 2010 - July 2010
Shell July 2009 - August 2009
Education
Northwestern University 2008 — 2012
International School of Beijing 2004 — 2008
Medallia October 2015 - Present
PwC Consulting August 2012 - Present
Northern Trust May 2011 - July 2011
J.P. Morgan March 2011 - May 2011
CNN June 2010 - July 2010
Shell July 2009 - August 2009
Education
Northwestern University 2008 — 2012
International School of Beijing 2004 — 2008
Jay JunHyung Cho Jay JunHyung Cho's J.P. Morgan Experience July 2012 - August 2012
Job Northwestern University 학생
Industry Management Consulting
Experience
Agamya Capital LLC June 2013 - Present
J.P. Morgan July 2012 - August 2012
KPMG May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Factiva, Photoshop, Alto Saxophone, Squash
Education
Northwestern University 2009 — 2014
Bachelor of Arts (BA), Economics, Business Institutions(Dean's List 2012-2013)
Groton School 2004 — 2008
Agamya Capital LLC June 2013 - Present
J.P. Morgan July 2012 - August 2012
KPMG May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Factiva, Photoshop, Alto Saxophone, Squash
Education
Northwestern University 2009 — 2014
Bachelor of Arts (BA), Economics, Business Institutions(Dean's List 2012-2013)
Groton School 2004 — 2008
Elizabeth Locksley Elizabeth Locksley's J.P. Morgan Experience May 2013 - Present
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan Asset Management February 2009 - April 2013
J.P. Morgan Asset Management February 2001 - January 2008
J.P. Morgan Securities Inc. June 1993 - January 2001
BT Securities August 1987 - April 1993
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Financial Markets, Bonds, Series 7, Finance, Asset Management, Asset Allocation, Structured Products
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA)
Northwestern University 1979 — 1983
B.A., Economics
Pine Crest School
J.P. Morgan May 2013 - Present
J.P. Morgan Asset Management February 2009 - April 2013
J.P. Morgan Asset Management February 2001 - January 2008
J.P. Morgan Securities Inc. June 1993 - January 2001
BT Securities August 1987 - April 1993
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Financial Markets, Bonds, Series 7, Finance, Asset Management, Asset Allocation, Structured Products
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA)
Northwestern University 1979 — 1983
B.A., Economics
Pine Crest School
Biren Bhansali's J.P. Morgan Experience May 2012 - August 2012
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2014 - Present
Barclays June 2013 - Present
J.P. Morgan May 2012 - August 2012
Morgan Stanley December 2011 - April 2012
Skills
Investment Banking, Financial Modeling, Economics, Financial Analysis, Bloomberg, Data Analysis, Wealth Management, Corporate Finance, Public Speaking, Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Finance
Education
Northwestern University 2010 — 2013
B.A. Cum Laude in Economics, Minors in Business and Political Science
London School of Economics 2011 — 2011
Economics
Hinsdale Central High School 2006 — 2010
Diploma
Barclays June 2014 - Present
Barclays June 2013 - Present
J.P. Morgan May 2012 - August 2012
Morgan Stanley December 2011 - April 2012
Skills
Investment Banking, Financial Modeling, Economics, Financial Analysis, Bloomberg, Data Analysis, Wealth Management, Corporate Finance, Public Speaking, Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Finance
Education
Northwestern University 2010 — 2013
B.A. Cum Laude in Economics, Minors in Business and Political Science
London School of Economics 2011 — 2011
Economics
Hinsdale Central High School 2006 — 2010
Diploma
Cody Kittle Cody Kittle's J.P. Morgan Experience June 2011 - August 2012
Job Analyst at Elliott Management
Industry Investment Management
Experience
N.Y. Based Hedge Fund August 2014 - Present
Wind Point Partners August 2012 - July 2014
J.P. Morgan June 2011 - August 2012
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Tudor Investment Corporation July 2008 - September 2008
E*TRADE Financial May 2007 - September 2007
Polo Ralph Lauren August 2006 - September 2006
Education
Northwestern University 2007 — 2010
Bachelor of Arts, Mathematics
Greenwich High School 2004 — 2007
Greenwich Country Day
N.Y. Based Hedge Fund August 2014 - Present
Wind Point Partners August 2012 - July 2014
J.P. Morgan June 2011 - August 2012
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Tudor Investment Corporation July 2008 - September 2008
E*TRADE Financial May 2007 - September 2007
Polo Ralph Lauren August 2006 - September 2006
Education
Northwestern University 2007 — 2010
Bachelor of Arts, Mathematics
Greenwich High School 2004 — 2007
Greenwich Country Day
Matthew Denison Matthew Denison's J.P. Morgan Experience January 2010 - March 2010
Job MBA Candidate Harvard Business School
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners July 2012 - July 2014
Gleacher & Company June 2010 - June 2012
J.P. Morgan January 2010 - March 2010
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Venture Capital
Education
Harvard Business School 2014 — 2016
Northwestern University 2006 — 2010
B.S., Economics
Madison Dearborn Partners July 2012 - July 2014
Gleacher & Company June 2010 - June 2012
J.P. Morgan January 2010 - March 2010
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Venture Capital
Education
Harvard Business School 2014 — 2016
Northwestern University 2006 — 2010
B.S., Economics
Jennifer Jennings's J.P. Morgan Experience 2010 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2010 - Present
Charles Schwab June 1999 - January 2002
Merrill Lynch January 1995 - June 1999
Education
Northwestern University 1989 — 1993
BS
J.P. Morgan 2010 - Present
Charles Schwab June 1999 - January 2002
Merrill Lynch January 1995 - June 1999
Education
Northwestern University 1989 — 1993
BS
Harry Hulsh's J.P. Morgan Experience June 2015 - Present
Job Global Real Estate Analyst at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan June 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2013 - August 2013
Karsch Capital Management June 2012 - August 2012
Wahlrich Group, LLC June 2011 - August 2011
The Birch Wathen Lenox School September 2009 - June 2010
Big Daddy's Restaurant January 2008 - June 2008
Skills
Financial Analysis, Writing Skills, Market Research, Public Speaking, Microsoft Excel, Social Media, Research, Editing, Data Analysis, PowerPoint, Start-ups, Microsoft Office, Marketing Strategy, Creative Direction, Graphic Design, Microsoft Word, Copy Editing, Writing, Chinese Teaching, Chinese
Education
Northwestern University - Kellogg School of Management 2014 — 2015
M.S. in Management Studies (MSMS)
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and History
Danish Institute for Study Abroad
Economics and Cross-Cultural Psychology
J.P. Morgan June 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2013 - August 2013
Karsch Capital Management June 2012 - August 2012
Wahlrich Group, LLC June 2011 - August 2011
The Birch Wathen Lenox School September 2009 - June 2010
Big Daddy's Restaurant January 2008 - June 2008
Skills
Financial Analysis, Writing Skills, Market Research, Public Speaking, Microsoft Excel, Social Media, Research, Editing, Data Analysis, PowerPoint, Start-ups, Microsoft Office, Marketing Strategy, Creative Direction, Graphic Design, Microsoft Word, Copy Editing, Writing, Chinese Teaching, Chinese
Education
Northwestern University - Kellogg School of Management 2014 — 2015
M.S. in Management Studies (MSMS)
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and History
Danish Institute for Study Abroad
Economics and Cross-Cultural Psychology
Anthony Sarlo Anthony Sarlo's J.P. Morgan Experience March 2012 - September 2013
Job Real Estate Broker at The Touchstone Group
Industry Real Estate
Experience
The Touchstone Group January 2014 - Present
VICE Media, Inc. September 2013 - September 2014
J.P. Morgan March 2012 - September 2013
Skills
Sales, Marketing Strategy, Strategic Planning, Public Speaking, Selling Skills, Solution Selling, Marketing, Project Management, Microsoft Office, Social Media, Microsoft Excel, Leadership, Investments, Real Estate, Negotiation, Trade Marketing, Algorithms, Budgets, Customer Service
Education
Northwestern University
The Touchstone Group January 2014 - Present
VICE Media, Inc. September 2013 - September 2014
J.P. Morgan March 2012 - September 2013
Skills
Sales, Marketing Strategy, Strategic Planning, Public Speaking, Selling Skills, Solution Selling, Marketing, Project Management, Microsoft Office, Social Media, Microsoft Excel, Leadership, Investments, Real Estate, Negotiation, Trade Marketing, Algorithms, Budgets, Customer Service
Education
Northwestern University
Joey Samuels Joey Samuels's J.P. Morgan Experience September 2011 - December 2011
Job Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital August 2015 - Present
Moelis & Company July 2013 - June 2015
Moelis & Company June 2012 - August 2012
J.P. Morgan September 2011 - December 2011
Blaige & Co. April 2011 - August 2011
Skills
Valuation, Investment Banking, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Data Analysis, Microsoft Word, Economics, Financial Analysis, Corporate Finance
Education
Northwestern University 2009 — 2013
BA, Economics and Political Science
Peak Rock Capital August 2015 - Present
Moelis & Company July 2013 - June 2015
Moelis & Company June 2012 - August 2012
J.P. Morgan September 2011 - December 2011
Blaige & Co. April 2011 - August 2011
Skills
Valuation, Investment Banking, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Data Analysis, Microsoft Word, Economics, Financial Analysis, Corporate Finance
Education
Northwestern University 2009 — 2013
BA, Economics and Political Science
Lynn Sautter Beal's J.P. Morgan Experience June 2011 - Present
Job VP, Portfolio Manager, U.S. National Trust at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
Mike Pruyn's J.P. Morgan Experience June 2005 - August 2005
Job MBA Candidate at McCombs School of Business
Industry Oil & Energy
Experience
McCombs School of Business August 2014 - Present
Citi June 2015 - August 2015
Phillips 66 September 2014 - November 2014
Zoo Trading January 2013 - December 2013
Integral Derivatives January 2011 - January 2013
DRW Trading Group July 2007 - January 2011
Citi August 2006 - June 2007
J.P. Morgan June 2005 - August 2005
Skills
Options, Trading, Trading Systems, Derivatives, Equities, Market Making, Financial Modeling, Fixed Income, Equity Derivatives, Bloomberg, Volatility, Interest Rate..., Global Macro, Financial Analysis, Electronic Trading, Finance, Real Options Analysis, Exchange Traded..., Valuation, Series 7, Risk Management, Commodity, Hedge Funds, Financial Markets, Securities, Investments, VBA, Trading Strategies, Microsoft Excel, Capital Markets, Management, Python, Data Analysis, Strategy, Financial Risk, Analysis, Economics, Hedging
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance
Northwestern University 2002 — 2006
BA, Economics with honors
Sciences Po Paris 2004 — 2004
Political Science
McCombs School of Business August 2014 - Present
Citi June 2015 - August 2015
Phillips 66 September 2014 - November 2014
Zoo Trading January 2013 - December 2013
Integral Derivatives January 2011 - January 2013
DRW Trading Group July 2007 - January 2011
Citi August 2006 - June 2007
J.P. Morgan June 2005 - August 2005
Skills
Options, Trading, Trading Systems, Derivatives, Equities, Market Making, Financial Modeling, Fixed Income, Equity Derivatives, Bloomberg, Volatility, Interest Rate..., Global Macro, Financial Analysis, Electronic Trading, Finance, Real Options Analysis, Exchange Traded..., Valuation, Series 7, Risk Management, Commodity, Hedge Funds, Financial Markets, Securities, Investments, VBA, Trading Strategies, Microsoft Excel, Capital Markets, Management, Python, Data Analysis, Strategy, Financial Risk, Analysis, Economics, Hedging
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance
Northwestern University 2002 — 2006
BA, Economics with honors
Sciences Po Paris 2004 — 2004
Political Science
Bo Nam Bo Nam's J.P. Morgan Experience October 2011 - March 2014
Job VC Investor in Tech / Internet
Industry Venture Capital & Private Equity
Experience
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Alison McKell's J.P. Morgan Experience January 2001 - January 2004
Job Healthcare Consultant
Industry Investment Banking
Experience
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Changxin Shi Changxin Shi's J.P. Morgan Experience September 2014 - Present
Job Fixed Income Quant at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan September 2014 - Present
Barclays Capital March 2012 - September 2014
Northwestern University January 2007 - December 2011
Barclays Capital June 2011 - August 2011
Motorola June 2010 - September 2010
Technical University of Munich September 2009 - December 2009
Skills
Commodity, Python, Monte Carlo Simulation, Derivatives, Quantitative Analytics, Trading, Quantitative Finance, Numerical Analysis, Matlab, Algorithms, C++, Perl, R, Machine Learning, Quantitative Investing
Education
Northwestern University 2006 — 2011
Doctor of Philosophy (Ph.D.), Electrical Engineering and Computer Science
Northwestern University 2006 — 2008
Master of Science, Electrical Engineering and Computer Science
Shanghai Jiao Tong University 2002 — 2006
Bachelor of Engineering, Electronic Engineering
J.P. Morgan September 2014 - Present
Barclays Capital March 2012 - September 2014
Northwestern University January 2007 - December 2011
Barclays Capital June 2011 - August 2011
Motorola June 2010 - September 2010
Technical University of Munich September 2009 - December 2009
Skills
Commodity, Python, Monte Carlo Simulation, Derivatives, Quantitative Analytics, Trading, Quantitative Finance, Numerical Analysis, Matlab, Algorithms, C++, Perl, R, Machine Learning, Quantitative Investing
Education
Northwestern University 2006 — 2011
Doctor of Philosophy (Ph.D.), Electrical Engineering and Computer Science
Northwestern University 2006 — 2008
Master of Science, Electrical Engineering and Computer Science
Shanghai Jiao Tong University 2002 — 2006
Bachelor of Engineering, Electronic Engineering
Craig Meltzer Craig Meltzer's J.P. Morgan Experience June 2008 - August 2008
Job Mortgage and AssetBacked Capital Markets
Industry Banking
Experience
Jefferies LLC September 2008 - Present
J.P. Morgan June 2008 - August 2008
Bear Stearns October 2007 - May 2008
Bear Stearns July 2006 - September 2007
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Finance, Bloomberg, Financial Analysis
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematical Methods in the Social Sciences and Economics
Jefferies LLC September 2008 - Present
J.P. Morgan June 2008 - August 2008
Bear Stearns October 2007 - May 2008
Bear Stearns July 2006 - September 2007
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Finance, Bloomberg, Financial Analysis
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematical Methods in the Social Sciences and Economics
Shrey Shetye Shrey Shetye's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Kellogg School of Management October 2013 - June 2015
J.P. Morgan June 2014 - August 2014
Wind Point Partners June 2013 - August 2013
Amarchand & Mangaldas & Suresh A Shroff & Co June 2012 - July 2012
Skills
Financial Modeling, Research, Economics, Microsoft Excel, Stata, PowerPoint, Data Analysis, Mathematics, Statistics
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
United World College of South East Asia 2004 — 2011
High School Diploma, IB Diploma, 42/45
J.P. Morgan July 2015 - Present
Kellogg School of Management October 2013 - June 2015
J.P. Morgan June 2014 - August 2014
Wind Point Partners June 2013 - August 2013
Amarchand & Mangaldas & Suresh A Shroff & Co June 2012 - July 2012
Skills
Financial Modeling, Research, Economics, Microsoft Excel, Stata, PowerPoint, Data Analysis, Mathematics, Statistics
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
United World College of South East Asia 2004 — 2011
High School Diploma, IB Diploma, 42/45
Chenyu Ren's J.P. Morgan Experience June 2014 - August 2014
Job Senior at Northwestern University
Industry Investment Banking
Experience
J.P. Morgan June 2014 - August 2014
Goldman Sachs January 2014 - March 2014
CICC August 2013 - September 2013
Skills
Investment Banking, Financial Modeling, Real Estate, Mergers & Acquisitions, Valuation, Private Equity, LBO, Hedge Funds, IPO, Trading, Finance, Fixed Income
Education
Northwestern University 2012 — 2015
Bachelor's Degree, Mathematics and Economics, 3.8
J.P. Morgan June 2014 - August 2014
Goldman Sachs January 2014 - March 2014
CICC August 2013 - September 2013
Skills
Investment Banking, Financial Modeling, Real Estate, Mergers & Acquisitions, Valuation, Private Equity, LBO, Hedge Funds, IPO, Trading, Finance, Fixed Income
Education
Northwestern University 2012 — 2015
Bachelor's Degree, Mathematics and Economics, 3.8
William Catlin William Catlin's J.P. Morgan Experience June 2013 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Thomson Reuters December 2008 - June 2013
Thomson Reuters 2004 - 2008
Thomson Reuters 2001 - 2004
Thomson Reuters 2000 - 2001
Funds Distributor, Inc. (acquired by Bisys 2002, Citi 2006, Foreside 2007) 1997 - 2001
State Street Research (acquired by BlackRock 2004) 1994 - 1997
Sanford C. Bernstein 1990 - 1994
Skills
Equities, Asset Managment, Financial Services, Mutual Funds, Investments, Financial Markets, Securities, Relationship Management, Wealth Management, Portfolio Management, Capital Markets, Fixed Income, Strategy, Business Analysis, Mergers & Acquisitions, Business Development, Competitive Analysis, Risk Management, Bloomberg, Leadership, Trading, CRM, Asset Management, Start-ups, Finance, Cross-functional Team..., Product Management
Education
Northwestern University 1986 — 1990
Bachelor of Arts (B.A.)
J.P. Morgan June 2013 - Present
Thomson Reuters December 2008 - June 2013
Thomson Reuters 2004 - 2008
Thomson Reuters 2001 - 2004
Thomson Reuters 2000 - 2001
Funds Distributor, Inc. (acquired by Bisys 2002, Citi 2006, Foreside 2007) 1997 - 2001
State Street Research (acquired by BlackRock 2004) 1994 - 1997
Sanford C. Bernstein 1990 - 1994
Skills
Equities, Asset Managment, Financial Services, Mutual Funds, Investments, Financial Markets, Securities, Relationship Management, Wealth Management, Portfolio Management, Capital Markets, Fixed Income, Strategy, Business Analysis, Mergers & Acquisitions, Business Development, Competitive Analysis, Risk Management, Bloomberg, Leadership, Trading, CRM, Asset Management, Start-ups, Finance, Cross-functional Team..., Product Management
Education
Northwestern University 1986 — 1990
Bachelor of Arts (B.A.)
Craig Carter Craig Carter's J.P. Morgan Experience July 2015 - Present
Job Associate, Mergers & Acquisitions at J.P. Morgan
Industry Education Management
Experience
J.P. Morgan July 2015 - Present
University of Pennsylvania August 2012 - May 2015
J.P. Morgan June 2014 - August 2014
Urban Prep Academies July 2009 - August 2012
Oliver Wyman August 2007 - June 2009
Ford Motor Company June 2006 - August 2006
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Pennsylvania Law School 2012 — 2015
Doctor of Law (J.D.)
Northwestern University 2003 — 2007
Bachelor of Science, Industrial Engineering and Management Sciences
J.P. Morgan July 2015 - Present
University of Pennsylvania August 2012 - May 2015
J.P. Morgan June 2014 - August 2014
Urban Prep Academies July 2009 - August 2012
Oliver Wyman August 2007 - June 2009
Ford Motor Company June 2006 - August 2006
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Pennsylvania Law School 2012 — 2015
Doctor of Law (J.D.)
Northwestern University 2003 — 2007
Bachelor of Science, Industrial Engineering and Management Sciences
Brittaney Kimmel Brittaney Kimmel's J.P. Morgan Experience April 2007 - July 2009
Job Executive Director, Middle Market Banking
Industry Banking
Chris Ren's J.P. Morgan Experience June 2015 - August 2015
Job Sales & Trading Intern at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
CME Group June 2014 - September 2014
Pacific Crest Securities August 2013 - September 2013
Standard Chartered Bank June 2013 - August 2013
Volleyball Coach August 2012 - September 2012
Thunderstone Technology June 2011 - August 2011
Skills
HTML, C++, Microsoft Office, Microsoft Excel, JavaScript, CSS, PowerPoint, Python, Business Analysis, Strategy, Economics, Financial Modeling, Statistics, Analysis, Financial Analysis, Access
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics, Minor in Computer Science and Business Institutions
International School of Beijing 2002 — 2012
International Baccalaureate, Bilingual Diploma
J.P. Morgan June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
CME Group June 2014 - September 2014
Pacific Crest Securities August 2013 - September 2013
Standard Chartered Bank June 2013 - August 2013
Volleyball Coach August 2012 - September 2012
Thunderstone Technology June 2011 - August 2011
Skills
HTML, C++, Microsoft Office, Microsoft Excel, JavaScript, CSS, PowerPoint, Python, Business Analysis, Strategy, Economics, Financial Modeling, Statistics, Analysis, Financial Analysis, Access
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics, Minor in Computer Science and Business Institutions
International School of Beijing 2002 — 2012
International Baccalaureate, Bilingual Diploma
Joyce Long's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Analyst Intern at JP Morgan
Industry Financial Services
Experience
Northwestern University September 2012 - Present
EHANG, Inc. March 2015 - May 2015
US Essay Express December 2012 - April 2015
J.P. Morgan June 2014 - August 2014
Goldman Sachs April 2014 - July 2014
Kellogg School of Management June 2013 - March 2014
Daring Q Foundation October 2012 - March 2014
China Commercial Bank June 2013 - July 2013
The San Jose Group December 2012 - December 2012
Skills
Microsoft Word, Recruiting, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Research, Leadership, Teaching, Customer Service, English, Management, Teamwork, Strategic Planning, Photoshop, Analysis, Social Media, Event Planning, Marketing
Education
Northwestern University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Junior
Victoria Junior College 2010 — 2011
JC2, PCME
Northwestern University September 2012 - Present
EHANG, Inc. March 2015 - May 2015
US Essay Express December 2012 - April 2015
J.P. Morgan June 2014 - August 2014
Goldman Sachs April 2014 - July 2014
Kellogg School of Management June 2013 - March 2014
Daring Q Foundation October 2012 - March 2014
China Commercial Bank June 2013 - July 2013
The San Jose Group December 2012 - December 2012
Skills
Microsoft Word, Recruiting, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Research, Leadership, Teaching, Customer Service, English, Management, Teamwork, Strategic Planning, Photoshop, Analysis, Social Media, Event Planning, Marketing
Education
Northwestern University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Junior
Victoria Junior College 2010 — 2011
JC2, PCME
Emily Wang's J.P. Morgan Experience June 2012 - August 2014
Job Associate at Code Advisors
Industry Investment Banking
Experience
Code Advisors September 2014 - Present
J.P. Morgan June 2012 - August 2014
Campus Solutions Storage & Shipping, Inc. October 2009 - June 2012
J.P. Morgan June 2011 - August 2011
William Blair and Company September 2010 - November 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Economics, Start-ups, Financial Analysis, Mergers & Acquisitions, Due Diligence, Matchmaking
Education
Instituto Internacional de Madrid 2012 — 2012
Study Abroad, Spanish
Northwestern University 2008 — 2012
BA, Economics
Fishers High School 2004 — 2008
Code Advisors September 2014 - Present
J.P. Morgan June 2012 - August 2014
Campus Solutions Storage & Shipping, Inc. October 2009 - June 2012
J.P. Morgan June 2011 - August 2011
William Blair and Company September 2010 - November 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Economics, Start-ups, Financial Analysis, Mergers & Acquisitions, Due Diligence, Matchmaking
Education
Instituto Internacional de Madrid 2012 — 2012
Study Abroad, Spanish
Northwestern University 2008 — 2012
BA, Economics
Fishers High School 2004 — 2008
Devlin Brannon's J.P. Morgan Experience August 2013 - Present
Job Fixed Income Sales & Trading
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Northern Trust June 2011 - August 2011
Skills
Financial Modeling
Education
Northwestern University 2009 — 2013
Bachelor of Arts (BA), Economics
The University of Edinburgh 2011 — 2011
Economics
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Northern Trust June 2011 - August 2011
Skills
Financial Modeling
Education
Northwestern University 2009 — 2013
Bachelor of Arts (BA), Economics
The University of Edinburgh 2011 — 2011
Economics
Jay Owen Jay Owen's J.P. Morgan Experience September 2005 - June 2011
Job Managing Partner and Chief Investment Officer at DOM Capital Group
Industry Financial Services
Experience
DOM Capital Group June 2011 - Present
J.P. Morgan September 2005 - June 2011
Skills
Strategic Planning, Private Equity, Investments, Mergers & Acquisitions, Due Diligence, Business Strategy, Portfolio Management, Business Planning, Corporate Finance, Business Development, Strategy, Risk Management, Start-ups, Financial Modeling, Competitive Analysis, Financial Analysis, Negotiation, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Northwestern University 1990 — 1994
Bachelor of Science (BS)
DOM Capital Group June 2011 - Present
J.P. Morgan September 2005 - June 2011
Skills
Strategic Planning, Private Equity, Investments, Mergers & Acquisitions, Due Diligence, Business Strategy, Portfolio Management, Business Planning, Corporate Finance, Business Development, Strategy, Risk Management, Start-ups, Financial Modeling, Competitive Analysis, Financial Analysis, Negotiation, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Northwestern University 1990 — 1994
Bachelor of Science (BS)
Zach Goldstein's J.P. Morgan Experience April 2013 - June 2013
Job Business Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
J.P. Morgan April 2013 - June 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Post Acute Partners June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork, Public Speaking, Windows, English, Analysis, Financial Modeling, Leadership, Management, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor's degree, Economics
Mamaroneck High School 2006 — 2010
High School Degree
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
J.P. Morgan April 2013 - June 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Post Acute Partners June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork, Public Speaking, Windows, English, Analysis, Financial Modeling, Leadership, Management, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor's degree, Economics
Mamaroneck High School 2006 — 2010
High School Degree
Jeffrey Hruska Jeffrey Hruska's J.P. Morgan Experience June 2011 - September 2011
Job Experienced Associate at Strategy&, part of the PwC network
Industry Management Consulting
Experience
Strategy&, part of the PwC network July 2015 - Present
PwC August 2014 - July 2015
PwC June 2013 - August 2013
Accelerated Growth Advisors December 2012 - March 2013
J.P. Morgan June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, Customer Service, Financial Analysis, Business Analysis, Analysis, Leadership, Access, Finance, Accounting
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Business Institutions
Strategy&, part of the PwC network July 2015 - Present
PwC August 2014 - July 2015
PwC June 2013 - August 2013
Accelerated Growth Advisors December 2012 - March 2013
J.P. Morgan June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, Customer Service, Financial Analysis, Business Analysis, Analysis, Leadership, Access, Finance, Accounting
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Business Institutions
Anna Schlessinger Anna Schlessinger's J.P. Morgan Experience March 2014 - August 2014
Job Incoming Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company 2014 - Present
J.P. Morgan March 2014 - August 2014
Aurora Investment Management April 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Microsoft Publisher, Data Analysis, PowerPoint, Economics, Research, Analysis, Qualtrics, Spanish
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences, Economics, Financial Economics Certificate
Westhill High School 2007 — 2011
Bain & Company 2014 - Present
J.P. Morgan March 2014 - August 2014
Aurora Investment Management April 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Microsoft Publisher, Data Analysis, PowerPoint, Economics, Research, Analysis, Qualtrics, Spanish
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences, Economics, Financial Economics Certificate
Westhill High School 2007 — 2011
Rishab Dugar Rishab Dugar's J.P. Morgan Experience July 2012 - Present
Job Cofounder at Accretive Technologies / Novo34
Industry Higher Education
Experience
J.P. Morgan July 2012 - Present
Novo34.com 2012 - Present
J.P. Morgan 2012 - 2012
Deutsche Bank 2007 - 2010
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Emerging Markets, Due Diligence, Financial Analysis, LBO, Bloomberg, Capital Markets, Finance, Segregation of Duties, Equity Research, Mergers & Acquisitions, VBA, Strategy, Microsoft Excel, Business Intelligence, Team Building, Yoga, Loan Modifications, Poka Yoke, P90X, Community Engagement, Event Planning, Yachting
Education
Yale University - Yale School of Management 2011 — 2012
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
Mathematics and economics
J.P. Morgan July 2012 - Present
Novo34.com 2012 - Present
J.P. Morgan 2012 - 2012
Deutsche Bank 2007 - 2010
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Emerging Markets, Due Diligence, Financial Analysis, LBO, Bloomberg, Capital Markets, Finance, Segregation of Duties, Equity Research, Mergers & Acquisitions, VBA, Strategy, Microsoft Excel, Business Intelligence, Team Building, Yoga, Loan Modifications, Poka Yoke, P90X, Community Engagement, Event Planning, Yachting
Education
Yale University - Yale School of Management 2011 — 2012
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
Mathematics and economics
Derick Liu Derick Liu's J.P. Morgan Experience June 2015 - August 2015
Job Asset Management Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
Mission Measurement October 2014 - December 2014
EY June 2014 - September 2014
Deloitte October 2013 - April 2014
Bond Education June 2012 - December 2013
King & Wood Mallesons June 2013 - August 2013
Siyuan Abroad June 2012 - August 2012
Skills
Microsoft Office, Team Leadership, Integrated Marketing, Public Speaking, Training, Educational Leadership, PowerPoint, Research, Photography, Education, Public Relations, Customer Service, Microsoft Excel, Social Media, Microsoft Word, People Skills, Marketing Communications, Zephyr Style Advisor, Sales Logix, Project Planning, Data Analysis
Education
Northwestern University 2012 — 2016
Bachelor's degree, Economic, Political Science
Jesuit College Preparatory School of Dallas 2008 — 2012
High School Diploma, Principal's Honor Roll
J.P. Morgan June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
Mission Measurement October 2014 - December 2014
EY June 2014 - September 2014
Deloitte October 2013 - April 2014
Bond Education June 2012 - December 2013
King & Wood Mallesons June 2013 - August 2013
Siyuan Abroad June 2012 - August 2012
Skills
Microsoft Office, Team Leadership, Integrated Marketing, Public Speaking, Training, Educational Leadership, PowerPoint, Research, Photography, Education, Public Relations, Customer Service, Microsoft Excel, Social Media, Microsoft Word, People Skills, Marketing Communications, Zephyr Style Advisor, Sales Logix, Project Planning, Data Analysis
Education
Northwestern University 2012 — 2016
Bachelor's degree, Economic, Political Science
Jesuit College Preparatory School of Dallas 2008 — 2012
High School Diploma, Principal's Honor Roll
Elizabeth Howng Elizabeth Howng's J.P. Morgan Experience January 2013 - June 2014
Job Global Finance People Agenda Lead at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2014 - Present
J.P. Morgan January 2013 - June 2014
J.P. Morgan August 2012 - March 2013
J.P. Morgan January 2010 - August 2012
J.P. Morgan April 2007 - August 2011
J.P. Morgan June 2003 - March 2007
Skills
Management, Financial Analysis, Financial Modeling, Investment Banking, Finance, Capital Markets, Investments, Banking, Fixed Income, Corporate Finance
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Chemical Engineering
JPMorgan Chase & Co. June 2014 - Present
J.P. Morgan January 2013 - June 2014
J.P. Morgan August 2012 - March 2013
J.P. Morgan January 2010 - August 2012
J.P. Morgan April 2007 - August 2011
J.P. Morgan June 2003 - March 2007
Skills
Management, Financial Analysis, Financial Modeling, Investment Banking, Finance, Capital Markets, Investments, Banking, Fixed Income, Corporate Finance
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Chemical Engineering
Brian Zheng Brian Zheng's J.P. Morgan Experience June 2015 - August 2015
Job Student at Northwestern University
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
PwC June 2014 - September 2014
Skills
Photoshop, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Teamwork, Matlab
Education
Northwestern University 2012 — 2016
Shenzhen Middle School
J.P. Morgan June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
PwC June 2014 - September 2014
Skills
Photoshop, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Teamwork, Matlab
Education
Northwestern University 2012 — 2016
Shenzhen Middle School
Jessica Roy Jessica Roy's J.P. Morgan Experience June 2014 - Present
Job Equity Derivatives Group at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
FTI Consulting Strategic Communications September 2013 - December 2013
RLM Finsbury June 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Editing, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Learning and Organizational Change
J.P. Morgan June 2014 - Present
FTI Consulting Strategic Communications September 2013 - December 2013
RLM Finsbury June 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Editing, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Learning and Organizational Change
Peter Horner Peter Horner's J.P. Morgan Experience April 2014 - May 2014
Job Securities Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2015 - Present
Northwestern University August 2011 - June 2015
Course Hero January 2015 - March 2015
Goldman Sachs June 2014 - August 2014
J.P. Morgan April 2014 - May 2014
L'Oréal November 2011 - December 2013
Risk Strategies and Solutions LLC January 2011 - January 2013
Jacobson Legal Group November 2010 - August 2011
Skills
PowerPoint, Project Management, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Advertising, Data Analysis, Research, Spanish, Market Research, Public Speaking, Social Networking, Leadership, Event Planning
Education
Northwestern University 2011 — 2015
Bachelor's Degree, Economics
Brookfield East High School
Goldman Sachs July 2015 - Present
Northwestern University August 2011 - June 2015
Course Hero January 2015 - March 2015
Goldman Sachs June 2014 - August 2014
J.P. Morgan April 2014 - May 2014
L'Oréal November 2011 - December 2013
Risk Strategies and Solutions LLC January 2011 - January 2013
Jacobson Legal Group November 2010 - August 2011
Skills
PowerPoint, Project Management, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Advertising, Data Analysis, Research, Spanish, Market Research, Public Speaking, Social Networking, Leadership, Event Planning
Education
Northwestern University 2011 — 2015
Bachelor's Degree, Economics
Brookfield East High School
Daniel Dozark's J.P. Morgan Experience June 2013 - Present
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - Present
Northwestern Phonathon June 2011 - August 2012
Aon June 2011 - August 2011
Zeta Beta Tau, Gamma Chapter April 2011 - June 2011
Sylvan Learning Center June 2010 - September 2010
Sylvan Learning June 2010 - September 2010
UBS June 2009 - September 2009
Skills
Spanish, Excel, Word, Writing, Research, Mathematics, Scheduling, Economics, Data Analysis, Event Planning, PowerPoint
Education
Northwestern University 2009 — 2014
BA, Economics and BM in Piano Performance
Northwestern 2009 — 2013
BA, Economics and BM; Piano Performance
Queen Mary, University of 2011 — 2011
The Emery/Weiner School 2005 — 2009
Diploma
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - Present
Northwestern Phonathon June 2011 - August 2012
Aon June 2011 - August 2011
Zeta Beta Tau, Gamma Chapter April 2011 - June 2011
Sylvan Learning Center June 2010 - September 2010
Sylvan Learning June 2010 - September 2010
UBS June 2009 - September 2009
Skills
Spanish, Excel, Word, Writing, Research, Mathematics, Scheduling, Economics, Data Analysis, Event Planning, PowerPoint
Education
Northwestern University 2009 — 2014
BA, Economics and BM in Piano Performance
Northwestern 2009 — 2013
BA, Economics and BM; Piano Performance
Queen Mary, University of 2011 — 2011
The Emery/Weiner School 2005 — 2009
Diploma
Jennifer Jirkovsky Jennifer Jirkovsky's J.P. Morgan Experience April 2013 - Present
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan April 2013 - Present
Wells Fargo April 2010 - March 2013
Bank of America August 1998 - February 2010
Skills
FX Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Hedging, Options, Interest Rate..., Trading, Capital Markets, Electronic Trading, Swaps, Structured Products
Education
Northwestern University 1994 — 1998
J.P. Morgan April 2013 - Present
Wells Fargo April 2010 - March 2013
Bank of America August 1998 - February 2010
Skills
FX Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Hedging, Options, Interest Rate..., Trading, Capital Markets, Electronic Trading, Swaps, Structured Products
Education
Northwestern University 1994 — 1998
Kevin Oommen Kevin Oommen's J.P. Morgan Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Northwestern University Residential Services September 2013 - Present
Federal Farm Credit Banks Funding Corporation June 2014 - August 2014
Vital Venture Capital June 2013 - August 2013
Self-Employed Piano Instructor 2008 - 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Event Planning, Editing, Leadership, Customer Service, Economics
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Geography
Avon High School 2008 — 2012
High School
J.P. Morgan June 2015 - Present
Northwestern University Residential Services September 2013 - Present
Federal Farm Credit Banks Funding Corporation June 2014 - August 2014
Vital Venture Capital June 2013 - August 2013
Self-Employed Piano Instructor 2008 - 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Event Planning, Editing, Leadership, Customer Service, Economics
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Geography
Avon High School 2008 — 2012
High School
Caitlin Lin Cai's J.P. Morgan Experience June 2011 - September 2011
Job Private Equity Analyst at Blue Vista Capital Management, LLC
Industry Financial Services
Experience
Blue Vista Capital Management, LLC March 2013 - Present
Peckish.co November 2012 - April 2013
Vtopian May 2012 - November 2012
3 Twelve Capital LLC June 2012 - August 2012
J.P. Morgan June 2011 - September 2011
Merrill Lynch March 2011 - May 2011
Kellogg School of Management October 2009 - January 2011
Bank of East Asia August 2010 - August 2010
Great Light Fee Only Advisors June 2010 - July 2010
Alaris Consulting June 2009 - July 2009
Skills
Stata, Financial Modeling, Mandarin, Statistics, Valuation, Bloomberg, Matlab, Data Analysis, Investment Banking, Thompson One, Capital IQ, Final Cut Pro, Financial Analysis, Due Diligence, DCF, Equity Research, Microsoft Excel, Business Valuation, Business Strategy, Strategy, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Analysis, Corporate Finance
Education
Northwestern University 2008 — 2012
Bachelor's Degree, Economics
Blue Vista Capital Management, LLC March 2013 - Present
Peckish.co November 2012 - April 2013
Vtopian May 2012 - November 2012
3 Twelve Capital LLC June 2012 - August 2012
J.P. Morgan June 2011 - September 2011
Merrill Lynch March 2011 - May 2011
Kellogg School of Management October 2009 - January 2011
Bank of East Asia August 2010 - August 2010
Great Light Fee Only Advisors June 2010 - July 2010
Alaris Consulting June 2009 - July 2009
Skills
Stata, Financial Modeling, Mandarin, Statistics, Valuation, Bloomberg, Matlab, Data Analysis, Investment Banking, Thompson One, Capital IQ, Final Cut Pro, Financial Analysis, Due Diligence, DCF, Equity Research, Microsoft Excel, Business Valuation, Business Strategy, Strategy, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Analysis, Corporate Finance
Education
Northwestern University 2008 — 2012
Bachelor's Degree, Economics
Akeem Hunter's J.P. Morgan Experience September 2011 - January 2014
Job Corporate Account Executive
Industry Information Technology and Services
Experience
Sprint April 2015 - Present
Citi February 2014 - April 2015
J.P. Morgan September 2011 - January 2014
JP Morgan Chase June 2010 - September 2011
All Pro Restoration October 2008 - May 2010
ShoreBank November 2006 - July 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network November 2005 - March 2006
Skills
Strategic Financial..., Investments, Banking, Risk Management, Finance, Loans, Sales, Financial Analysis, Microsoft Excel, Management, Competitive Analysis, Wealth Management, Public Speaking
Education
Northwestern University 2004 — 2008
Comm, Economics
Sprint April 2015 - Present
Citi February 2014 - April 2015
J.P. Morgan September 2011 - January 2014
JP Morgan Chase June 2010 - September 2011
All Pro Restoration October 2008 - May 2010
ShoreBank November 2006 - July 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network November 2005 - March 2006
Skills
Strategic Financial..., Investments, Banking, Risk Management, Finance, Loans, Sales, Financial Analysis, Microsoft Excel, Management, Competitive Analysis, Wealth Management, Public Speaking
Education
Northwestern University 2004 — 2008
Comm, Economics
Courtney Brooks's J.P. Morgan Experience September 2012 - July 2015
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
J.P. Morgan September 2012 - July 2015
J.P. Morgan September 2011 - September 2012
J.P. Morgan July 2010 - September 2011
Time Warner Inc. June 2009 - August 2009
Colgate Palmolive May 2008 - August 2008
Skills
Market Research, Marketing, Valuation, Sales, Financial Modeling, Project Management, Investments, Financial Analysis, Finance, Derivatives, Business Analysis, Hedge Funds, Bloomberg
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
The University of Georgia 2006 — 2010
B.B.A, Marketing:, International Marketing, Financial Accounting, Economics, Consumer Behavior, Spanish
DeKalb School of the Arts 2000 — 2006
J.P. Morgan September 2012 - July 2015
J.P. Morgan September 2011 - September 2012
J.P. Morgan July 2010 - September 2011
Time Warner Inc. June 2009 - August 2009
Colgate Palmolive May 2008 - August 2008
Skills
Market Research, Marketing, Valuation, Sales, Financial Modeling, Project Management, Investments, Financial Analysis, Finance, Derivatives, Business Analysis, Hedge Funds, Bloomberg
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
The University of Georgia 2006 — 2010
B.B.A, Marketing:, International Marketing, Financial Accounting, Economics, Consumer Behavior, Spanish
DeKalb School of the Arts 2000 — 2006
Meghan Armstrong Meghan Armstrong's J.P. Morgan Experience October 2003 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2003 - Present
JPMorgan October 2002 - February 2012
Lehman Brothers June 2000 - June 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Valuation, Derivatives, Corporate Finance
Education
The University of Chicago 2005 — 2008
MBA, Finance
Northwestern University 1997 — 2000
BA, Economics
J.P. Morgan October 2003 - Present
JPMorgan October 2002 - February 2012
Lehman Brothers June 2000 - June 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Valuation, Derivatives, Corporate Finance
Education
The University of Chicago 2005 — 2008
MBA, Finance
Northwestern University 1997 — 2000
BA, Economics
Eric G. Coker's J.P. Morgan Experience August 2012 - March 2014
Job Senior Data Engineer at Gogo
Industry Information Technology and Services
Experience
Gogo February 2015 - Present
KPMG March 2014 - February 2015
J.P. Morgan August 2012 - March 2014
PNC March 2011 - August 2012
TransMarket Group, L.L.C. March 2007 - December 2010
Skills
Data Mining, SAS, Excel, VBA, Risk Management, R, VAR, Statistical Modeling, Tableau, Django, Python, jQuery, SAS programming, SQL, Visualization - Open..., SAS Enterprise Guide, SAS Enterprise Miner, Weka, HTML scraping, D3.js, Microsoft SQL Server, MySQL, Apache Spark
Education
Northwestern University 2011 — 2014
Masters' of Science, Predictive Analytics
Purdue University 1999 — 2003
Management, Economics
Gogo February 2015 - Present
KPMG March 2014 - February 2015
J.P. Morgan August 2012 - March 2014
PNC March 2011 - August 2012
TransMarket Group, L.L.C. March 2007 - December 2010
Skills
Data Mining, SAS, Excel, VBA, Risk Management, R, VAR, Statistical Modeling, Tableau, Django, Python, jQuery, SAS programming, SQL, Visualization - Open..., SAS Enterprise Guide, SAS Enterprise Miner, Weka, HTML scraping, D3.js, Microsoft SQL Server, MySQL, Apache Spark
Education
Northwestern University 2011 — 2014
Masters' of Science, Predictive Analytics
Purdue University 1999 — 2003
Management, Economics
Mary Svenstrup's J.P. Morgan Experience June 2005 - June 2007
Job International Economist at U.S. Department of the Treasury
Industry Public Policy
Experience
U.S. Department of the Treasury July 2012 - Present
IFC - International Finance Corporation August 2007 - July 2010
J.P. Morgan June 2005 - June 2007
Skills
Emerging Markets, Financial Modeling, Due Diligence
Education
Princeton University 2010 — 2012
Masters in Public Affairs, Economics and Public Policy
Northwestern University 2001 — 2005
B.A., Economics and International Studies
U.S. Department of the Treasury July 2012 - Present
IFC - International Finance Corporation August 2007 - July 2010
J.P. Morgan June 2005 - June 2007
Skills
Emerging Markets, Financial Modeling, Due Diligence
Education
Princeton University 2010 — 2012
Masters in Public Affairs, Economics and Public Policy
Northwestern University 2001 — 2005
B.A., Economics and International Studies
David Wardrop, CFA's J.P. Morgan Experience April 2011 - June 2015
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS June 2015 - Present
J.P. Morgan April 2011 - June 2015
Merrill Lynch April 2007 - April 2011
Education
Northwestern University
Economics, Journalism
UBS June 2015 - Present
J.P. Morgan April 2011 - June 2015
Merrill Lynch April 2007 - April 2011
Education
Northwestern University
Economics, Journalism
Evan Levine's J.P. Morgan Experience September 2003 - December 2004
Job Executive Director Head of Surface Transportation at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2014 - Present
Citigroup January 2005 - March 2014
J.P. Morgan September 2003 - December 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Project Finance, Valuation
Education
Northwestern University 1999 — 2003
BA, Political Science, History
Morgan Stanley April 2014 - Present
Citigroup January 2005 - March 2014
J.P. Morgan September 2003 - December 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Project Finance, Valuation
Education
Northwestern University 1999 — 2003
BA, Political Science, History
Constance T. Teska's J.P. Morgan Experience 2004 - 2006
Job Pluscios Management cofounder
Industry Investment Management
Experience
Pluscios June 2006 - Present
J.P. Morgan 2004 - 2006
FCCM/BankOne 1998 - 2004
first chicago 1982 - 1995
Skills
Alternative Investments, Hedge Funds, Securities, Asset Managment, Investments, Equities, Private Equity, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Fixed Income, Investment Advisory, Emerging Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Northwestern University
BSJ, Journalism
Pluscios June 2006 - Present
J.P. Morgan 2004 - 2006
FCCM/BankOne 1998 - 2004
first chicago 1982 - 1995
Skills
Alternative Investments, Hedge Funds, Securities, Asset Managment, Investments, Equities, Private Equity, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Fixed Income, Investment Advisory, Emerging Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Northwestern University
BSJ, Journalism
Jessica Chu's J.P. Morgan Experience June 2009 - May 2012
Job Vice President, Hedge Fund Investor Relations at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2012 - Present
J.P. Morgan June 2009 - May 2012
J.P. Morgan June 2008 - September 2008
Smith Barney June 2007 - September 2007
Skills
Hedge Funds, Portfolio Management, Fixed Income, Stata, Alternative Investments, Valuation, Investor Relations, Retirement Planning, Investment Banking, Bloomberg, Investments, Analytics, Financial Analysis, Wealth Management, Equities, Financial Modeling, Finance, Asset Management, Series 7, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (BA), International Studies and English Literature
The Hotchkiss School
Northern Trust June 2012 - Present
J.P. Morgan June 2009 - May 2012
J.P. Morgan June 2008 - September 2008
Smith Barney June 2007 - September 2007
Skills
Hedge Funds, Portfolio Management, Fixed Income, Stata, Alternative Investments, Valuation, Investor Relations, Retirement Planning, Investment Banking, Bloomberg, Investments, Analytics, Financial Analysis, Wealth Management, Equities, Financial Modeling, Finance, Asset Management, Series 7, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (BA), International Studies and English Literature
The Hotchkiss School
Barb Pohl's J.P. Morgan Experience 2004 - 2009
Job Consultant at Northern Trust
Industry Investment Banking
Experience
Pick Any 3, LLC 2009 - Present
Northern Trust March 2011 - February 2012
J.P. Morgan 2004 - 2009
Bank One 2001 - 2004
Bank One 1999 - 2001
First Chicago NBD 1995 - 1999
First Chicago Bank & Trust 1981 - 1999
Skills
SWIFT, ACH, Transaction Processing, Trading Systems, Electronic Payments, Payment Systems, Payment Processing, Wire, Calypso, Derivatives, Settlement, Testing, Fixed Income
Education
Northwestern University
BA, Organizational Behavior, Computer Science, Business
Pick Any 3, LLC 2009 - Present
Northern Trust March 2011 - February 2012
J.P. Morgan 2004 - 2009
Bank One 2001 - 2004
Bank One 1999 - 2001
First Chicago NBD 1995 - 1999
First Chicago Bank & Trust 1981 - 1999
Skills
SWIFT, ACH, Transaction Processing, Trading Systems, Electronic Payments, Payment Systems, Payment Processing, Wire, Calypso, Derivatives, Settlement, Testing, Fixed Income
Education
Northwestern University
BA, Organizational Behavior, Computer Science, Business
Lisa Zhang's J.P. Morgan Experience October 2012 - June 2014
Job Marketing Operations
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
J.P. Morgan October 2012 - June 2014
J.P. Morgan Private Bank May 2010 - October 2012
J.P. Morgan Asset Management August 2007 - May 2010
Skills
CRM
Education
Northwestern University 2003 — 2007
BA, Economics, Legal Studies
Bloomberg LP June 2014 - Present
J.P. Morgan October 2012 - June 2014
J.P. Morgan Private Bank May 2010 - October 2012
J.P. Morgan Asset Management August 2007 - May 2010
Skills
CRM
Education
Northwestern University 2003 — 2007
BA, Economics, Legal Studies
Mukul Sharma's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Deloitte Consulting August 2010 - August 2013
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2013 — 2015
Master of Engineering Management (MEM)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Biology and Political Science
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Deloitte Consulting August 2010 - August 2013
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2013 — 2015
Master of Engineering Management (MEM)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Biology and Political Science
Julia Hand's J.P. Morgan Experience June 2007 - November 2009
Job Principal Economist Upstream Oil & Gas at IHS
Industry Oil & Energy
Experience
IHS July 2013 - Present
IHS January 2013 - July 2013
PFC Energy December 2009 - December 2012
J.P. Morgan June 2007 - November 2009
Bear Stearns June 2006 - September 2006
Skills
Energy, Valuation, Natural Gas, Due Diligence, Access, Financial Modeling, Financial Analysis, Investment Banking, Commodity, Oil, Microsoft Excel, PowerPoint, Asset Valuation, Portfolio Assessment, Economics, Trading, Microsoft Word, VBA, ArcGIS, Matlab, Python, Bloomberg, MapInfo Professional, ESA, PetroView, Modeling, DCF Valuation, SharePoint, Spotfire, Analysis, Data Visualization, Economic Modeling, Mergers, Upstream
Education
Northwestern University 2003 — 2007
B.S., Civil & Environmental Engineering, Applied Mathematics
IHS July 2013 - Present
IHS January 2013 - July 2013
PFC Energy December 2009 - December 2012
J.P. Morgan June 2007 - November 2009
Bear Stearns June 2006 - September 2006
Skills
Energy, Valuation, Natural Gas, Due Diligence, Access, Financial Modeling, Financial Analysis, Investment Banking, Commodity, Oil, Microsoft Excel, PowerPoint, Asset Valuation, Portfolio Assessment, Economics, Trading, Microsoft Word, VBA, ArcGIS, Matlab, Python, Bloomberg, MapInfo Professional, ESA, PetroView, Modeling, DCF Valuation, SharePoint, Spotfire, Analysis, Data Visualization, Economic Modeling, Mergers, Upstream
Education
Northwestern University 2003 — 2007
B.S., Civil & Environmental Engineering, Applied Mathematics
Shannon Straty's J.P. Morgan Experience January 2005 - October 2006
Job Corporate Trust Operations Manager
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
J.P. Morgan January 2005 - October 2006
Fidelity Investments June 2000 - January 2005
Skills
Operations Management, Project Management, Corporate Trust, Risk Management, Team Building, Team Leadership, Team Management, Performance Metrics
Education
Northwestern State University 1996 — 2000
Bachelor’s Degree, Business Administration and Management, General
BNY Mellon October 2006 - Present
J.P. Morgan January 2005 - October 2006
Fidelity Investments June 2000 - January 2005
Skills
Operations Management, Project Management, Corporate Trust, Risk Management, Team Building, Team Leadership, Team Management, Performance Metrics
Education
Northwestern State University 1996 — 2000
Bachelor’s Degree, Business Administration and Management, General
Colleen Quilty's J.P. Morgan Experience January 2009 - August 2014
Job Investment strategist at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
J.P. Morgan January 2009 - August 2014
Education
Northwestern University
Sciences Po
UBS August 2014 - Present
J.P. Morgan January 2009 - August 2014
Education
Northwestern University
Sciences Po
Jim Rauh's J.P. Morgan Experience July 2002 - June 2004
Job Principal, Golden Gate Capital
Industry Financial Services
Experience
Golden Gate Capital October 2009 - Present
JLL Partners July 2005 - October 2009
Prospect Partners July 2004 - June 2005
J.P. Morgan July 2002 - June 2004
Skills
Private Equity
Education
Northwestern University
Economics; Mathematical Methods in the Social Sciences
The London School of Economics and Political Science (LSE)
International Economics
University School of Milwaukee
Golden Gate Capital October 2009 - Present
JLL Partners July 2005 - October 2009
Prospect Partners July 2004 - June 2005
J.P. Morgan July 2002 - June 2004
Skills
Private Equity
Education
Northwestern University
Economics; Mathematical Methods in the Social Sciences
The London School of Economics and Political Science (LSE)
International Economics
University School of Milwaukee
Robert Peskin's J.P. Morgan Experience July 2013 - June 2015
Job Executive Director, Senior Commercial Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
J.P. Morgan July 2013 - June 2015
J.P. Morgan January 2011 - June 2013
J.P. Morgan 2001 - 2010
Sharebuilder Securities Corporation 2000 - 2001
KeyBank National Association 1998 - 2000
KeyBank National Association 1997 - 1998
KeyBank National Association 1994 - 1997
Society National Bank 1993 - 1994
Skills
Banking, Capital Markets, Financial Services, Liquidity Management, Relationship Management, Risk Management, Treasury Services, Cash Management, Management, Portfolio Management, Treasury Management, Credit, Financial Analysis, Commercial Banking, Corporate Finance
Education
Thunderbird School of Global Management 1990 — 1992
MBA
Northwestern University 1986 — 1990
BA
JPMorgan Chase & Co. September 2015 - Present
J.P. Morgan July 2013 - June 2015
J.P. Morgan January 2011 - June 2013
J.P. Morgan 2001 - 2010
Sharebuilder Securities Corporation 2000 - 2001
KeyBank National Association 1998 - 2000
KeyBank National Association 1997 - 1998
KeyBank National Association 1994 - 1997
Society National Bank 1993 - 1994
Skills
Banking, Capital Markets, Financial Services, Liquidity Management, Relationship Management, Risk Management, Treasury Services, Cash Management, Management, Portfolio Management, Treasury Management, Credit, Financial Analysis, Commercial Banking, Corporate Finance
Education
Thunderbird School of Global Management 1990 — 1992
MBA
Northwestern University 1986 — 1990
BA
Dave Schaaf's J.P. Morgan Experience July 2008 - June 2011
Job Developer at Lenda
Industry Computer Software
Experience
Dev Bootcamp March 2014 - May 2014
Cisco Systems July 2011 - January 2014
J.P. Morgan July 2008 - June 2011
J.P. Morgan June 2007 - August 2007
J.P. Morgan September 2006 - November 2006
Skills
Ruby on Rails, JavaScript, HTML, CSS, Strategy, Mergers & Acquisitions, Financial Modeling, Acquisitions, Corporate Finance, Valuation, Capital Markets, Investments, Due Diligence, Emerging Markets, Equities, Financial Analysis, Mergers
Education
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Mathematical Methods in the Social Sciences and Economics
Dev Bootcamp March 2014 - May 2014
Cisco Systems July 2011 - January 2014
J.P. Morgan July 2008 - June 2011
J.P. Morgan June 2007 - August 2007
J.P. Morgan September 2006 - November 2006
Skills
Ruby on Rails, JavaScript, HTML, CSS, Strategy, Mergers & Acquisitions, Financial Modeling, Acquisitions, Corporate Finance, Valuation, Capital Markets, Investments, Due Diligence, Emerging Markets, Equities, Financial Analysis, Mergers
Education
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Mathematical Methods in the Social Sciences and Economics
Denise Katz's J.P. Morgan Experience June 2009 - August 2009
Job COO at Captiva Containers
Industry Design
Experience
Captiva Containers 2014 - Present
McMaster-Carr September 2010 - September 2012
J.P. Morgan June 2009 - August 2009
C.A. PROBELSA, Caracas, Venezuela July 2006 - September 2006
Skills
Customer Service, Product Design, Microsoft Office, Strategic Planning, Mergers
Education
Northwestern University 2009 — 2010
M.S., Engineerin Design and Innovation
Northwestern University 2007 — 2009
B.S, Industrial Engineering
Universidad Metropolitana (VE) 2005 — 2007
N/A, Production Engineering
Captiva Containers 2014 - Present
McMaster-Carr September 2010 - September 2012
J.P. Morgan June 2009 - August 2009
C.A. PROBELSA, Caracas, Venezuela July 2006 - September 2006
Skills
Customer Service, Product Design, Microsoft Office, Strategic Planning, Mergers
Education
Northwestern University 2009 — 2010
M.S., Engineerin Design and Innovation
Northwestern University 2007 — 2009
B.S, Industrial Engineering
Universidad Metropolitana (VE) 2005 — 2007
N/A, Production Engineering
Michael Trainor's J.P. Morgan Experience September 2011 - December 2011
Job Associate at Peak Rock Capital
Industry Financial Services
Experience
Peak Rock Capital March 2015 - Present
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
J.P. Morgan September 2011 - December 2011
JPMorgan Chase June 2011 - August 2011
Boston Hill Advisors June 2010 - September 2010
Education
Northwestern University 2009 — 2013
Economics, Business Institutions, Religious Studies
St. John's Prep
Peak Rock Capital March 2015 - Present
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
J.P. Morgan September 2011 - December 2011
JPMorgan Chase June 2011 - August 2011
Boston Hill Advisors June 2010 - September 2010
Education
Northwestern University 2009 — 2013
Economics, Business Institutions, Religious Studies
St. John's Prep
Jason Traynor's J.P. Morgan Experience July 2008 - July 2009
Job IT Support Analyst at Cargill Risk Management
Industry Computer Software
Experience
Cargill Risk Management July 2015 - Present
Rimage Corporation May 2012 - June 2015
Geek Squad July 2011 - June 2012
Wells Fargo Advisors August 2010 - June 2011
J.P. Morgan July 2008 - July 2009
Morgan Stanley Wealth Management January 2007 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Investments, Portfolio Management, Financial Analysis, Networking, Databases, Web Services, SAP, Hardware Support, Software, Project Management, Finance, Leadership
Education
Northwestern University 2004 — 2008
Bachelor’s Degree, Economics
Cargill Risk Management July 2015 - Present
Rimage Corporation May 2012 - June 2015
Geek Squad July 2011 - June 2012
Wells Fargo Advisors August 2010 - June 2011
J.P. Morgan July 2008 - July 2009
Morgan Stanley Wealth Management January 2007 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Investments, Portfolio Management, Financial Analysis, Networking, Databases, Web Services, SAP, Hardware Support, Software, Project Management, Finance, Leadership
Education
Northwestern University 2004 — 2008
Bachelor’s Degree, Economics
Karen Rohrbacher's J.P. Morgan Experience July 2014 - Present
Job Tax Documentation Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JPMorgan Chase March 2013 - July 2014
JPMorgan Chase September 2009 - March 2013
JPMorgan Chase July 2008 - August 2009
JPMorgan Chase August 2007 - July 2008
Skills
Withholding, Reporting, Regulatory Reporting, Tax Compliance, Income Tax, Global Custody, FATCA, Private Bank
Education
Widener University 2010 — 2012
Certificate of Taxation and Financial Planning
Widener University 2002 — 2003
Certificate, Paralegal Studies
Northwestern University 1995 — 1996
MSJ, Journalism
The George Washington University 1991 — 1995
BA, Political Science
J.P. Morgan July 2014 - Present
JPMorgan Chase March 2013 - July 2014
JPMorgan Chase September 2009 - March 2013
JPMorgan Chase July 2008 - August 2009
JPMorgan Chase August 2007 - July 2008
Skills
Withholding, Reporting, Regulatory Reporting, Tax Compliance, Income Tax, Global Custody, FATCA, Private Bank
Education
Widener University 2010 — 2012
Certificate of Taxation and Financial Planning
Widener University 2002 — 2003
Certificate, Paralegal Studies
Northwestern University 1995 — 1996
MSJ, Journalism
The George Washington University 1991 — 1995
BA, Political Science
Stephen Natali's J.P. Morgan Experience June 2004 - June 2007
Job Vice President at The Edgewater Funds
Industry Venture Capital & Private Equity
Experience
The Edgewater Funds July 2007 - Present
J.P. Morgan June 2004 - June 2007
Skills
Private Equity, Financial Modeling, Due Diligence, LBO, Mergers & Acquisitions, Investment Banking, Corporate Development, Capital Markets, Alternative Investments, Valuation, Investments, Equities, Venture Capital, Corporate Finance
Education
Northwestern University 2000 — 2004
B.A., Economics, Pre-Medical Studies
The Edgewater Funds July 2007 - Present
J.P. Morgan June 2004 - June 2007
Skills
Private Equity, Financial Modeling, Due Diligence, LBO, Mergers & Acquisitions, Investment Banking, Corporate Development, Capital Markets, Alternative Investments, Valuation, Investments, Equities, Venture Capital, Corporate Finance
Education
Northwestern University 2000 — 2004
B.A., Economics, Pre-Medical Studies
Osahon Okundaye's J.P. Morgan Experience June 2015 - Present
Job Summer Associate at J.P. Morgan
Industry Writing and Editing
Experience
J.P. Morgan June 2015 - Present
University of Michigan Law School August 2014 - Present
Northwestern University January 2014 - September 2014
Google July 2012 - August 2013
Google August 2011 - June 2012
Google June 2011 - August 2011
Princeton University July 2010 - August 2010
United States Senate August 2009 - September 2009
Skills
Research, Data Analysis, Social Media, Entrepreneurship, Public Speaking, Editing, Microsoft Office, Statistics, Blogging, Financial Modeling, Microsoft Excel, E-commerce, Policy Analysis, Legal Research, Stata, Java, R, Matlab, Spanish, Bloomberg Terminal, SEC Filings, HTML, CSS, PowerPoint
Education
University of Michigan Law School
JD Candidate, Class of 2017
Northwestern University 2014 — 2014
Master of Science in Journalism, Business Reporting, Media Management
Princeton University 2008 — 2012
A.B, Political Science and Government
Neenah High School 2004 — 2008
J.P. Morgan June 2015 - Present
University of Michigan Law School August 2014 - Present
Northwestern University January 2014 - September 2014
Google July 2012 - August 2013
Google August 2011 - June 2012
Google June 2011 - August 2011
Princeton University July 2010 - August 2010
United States Senate August 2009 - September 2009
Skills
Research, Data Analysis, Social Media, Entrepreneurship, Public Speaking, Editing, Microsoft Office, Statistics, Blogging, Financial Modeling, Microsoft Excel, E-commerce, Policy Analysis, Legal Research, Stata, Java, R, Matlab, Spanish, Bloomberg Terminal, SEC Filings, HTML, CSS, PowerPoint
Education
University of Michigan Law School
JD Candidate, Class of 2017
Northwestern University 2014 — 2014
Master of Science in Journalism, Business Reporting, Media Management
Princeton University 2008 — 2012
A.B, Political Science and Government
Neenah High School 2004 — 2008
Alex Riseman's J.P. Morgan Experience August 2014 - June 2015
Job Global Liquidity & Cash Management Product Executive
Industry Banking
Experience
J.P. Morgan August 2014 - June 2015
J.P. Morgan November 2012 - July 2014
JPMorgan Chase September 2011 - October 2012
JPMorgan Chase July 2009 - August 2011
JPMorgan Chase July 2009 - August 2011
ICAP and EBS Dealing Resources, Inc 2004 - 2007
ICAP and EBS Dealing Resources, Inc 2000 - 2004
Citibank 1993 - 2000
Skills
Liquidity Management, Banking, Financial Services, Risk Management, FX Options, Derivatives, Investment Banking, Fixed Income, Relationship Management, Cash Management, Portfolio Management, Capital Markets
Education
Washington University in St. Louis - Olin Business School 1991 — 1993
MBA, MARKETING
Northwestern University 1985 — 1989
BA, Economics
J.P. Morgan August 2014 - June 2015
J.P. Morgan November 2012 - July 2014
JPMorgan Chase September 2011 - October 2012
JPMorgan Chase July 2009 - August 2011
JPMorgan Chase July 2009 - August 2011
ICAP and EBS Dealing Resources, Inc 2004 - 2007
ICAP and EBS Dealing Resources, Inc 2000 - 2004
Citibank 1993 - 2000
Skills
Liquidity Management, Banking, Financial Services, Risk Management, FX Options, Derivatives, Investment Banking, Fixed Income, Relationship Management, Cash Management, Portfolio Management, Capital Markets
Education
Washington University in St. Louis - Olin Business School 1991 — 1993
MBA, MARKETING
Northwestern University 1985 — 1989
BA, Economics
Peter E Coburn's J.P. Morgan Experience 2013 - 2015
Job Financial Services Industry Executive
Industry Financial Services
Experience
J.P. Morgan 2013 - 2015
J.P. Morgan 2011 - 2012
JPMorgan Chase 2007 - 2010
Bank One, N.A. 2004 - 2006
Banc One Capital Markets, Inc 1996 - 2003
NBD Bank 1989 - 1995
First Wisconsin National Bank 1985 - 1988
Skills
Non-profits, Portfolio Management, Commercial Banking, Equities, Nonprofits, Treasury Management, Financial Analysis, Financial Services, Series 7, Credit Risk, Banking, Valuation, Securities, Due Diligence, Finance, Asset Management, Capital Markets, Private Equity, Corporate Finance, Risk Management, Bonds, Management, Mergers & Acquisitions
Education
Northwestern University 1981 — 1985
Bachelor of Arts, Political Science & Economics
J.P. Morgan 2013 - 2015
J.P. Morgan 2011 - 2012
JPMorgan Chase 2007 - 2010
Bank One, N.A. 2004 - 2006
Banc One Capital Markets, Inc 1996 - 2003
NBD Bank 1989 - 1995
First Wisconsin National Bank 1985 - 1988
Skills
Non-profits, Portfolio Management, Commercial Banking, Equities, Nonprofits, Treasury Management, Financial Analysis, Financial Services, Series 7, Credit Risk, Banking, Valuation, Securities, Due Diligence, Finance, Asset Management, Capital Markets, Private Equity, Corporate Finance, Risk Management, Bonds, Management, Mergers & Acquisitions
Education
Northwestern University 1981 — 1985
Bachelor of Arts, Political Science & Economics
Stephanie Weinstein's J.P. Morgan Experience June 2011 - August 2011
Job Associate at New Harbor Capital LLC
Industry Venture Capital & Private Equity
Experience
New Harbor Capital Management, LP August 2014 - Present
FPL Associates L.P. / Roseworth Capital January 2014 - July 2014
FPL Associates L.P. / Roseworth Capital August 2012 - December 2013
Kellogg School of Management May 2011 - February 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2011 - March 2011
North Shore Community Bank June 2009 - September 2009
North Shore Community Bank May 2008 - September 2008
Education
Northwestern University 2008 — 2012
Economics, Business, Marketing
New Harbor Capital Management, LP August 2014 - Present
FPL Associates L.P. / Roseworth Capital January 2014 - July 2014
FPL Associates L.P. / Roseworth Capital August 2012 - December 2013
Kellogg School of Management May 2011 - February 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2011 - March 2011
North Shore Community Bank June 2009 - September 2009
North Shore Community Bank May 2008 - September 2008
Education
Northwestern University 2008 — 2012
Economics, Business, Marketing
Katie Magee's J.P. Morgan Experience June 2011 - August 2011
Job Institutional Sales Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Northwestern University September 2008 - March 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2011 - March 2011
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
J.P. Morgan Asset Management July 2012 - Present
Northwestern University September 2008 - March 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2011 - March 2011
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Steven Simoneaux's J.P. Morgan Experience November 2014 - Present
Job Relationship Manager at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan May 2013 - November 2014
JP Morgan Chase July 2010 - May 2013
Skills
Banking, Credit, Loans, Customer Service, Portfolio Management
Education
Northwestern State University 2000 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
J.P. Morgan November 2014 - Present
J.P. Morgan May 2013 - November 2014
JP Morgan Chase July 2010 - May 2013
Skills
Banking, Credit, Loans, Customer Service, Portfolio Management
Education
Northwestern State University 2000 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Peter Zhang's J.P. Morgan Experience July 2012 - December 2013
Job Research Analyst at AQR Capital Management
Industry Financial Services
Experience
J.P. Morgan July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Morningstar April 2010 - December 2010
Skills
Matlab, VBA, Bloomberg, Factset, C++, Java
Education
Northwestern University 2008 — 2012
B.A., Economics and Mathematics
J.P. Morgan July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Morningstar April 2010 - December 2010
Skills
Matlab, VBA, Bloomberg, Factset, C++, Java
Education
Northwestern University 2008 — 2012
B.A., Economics and Mathematics
Jamie Andelman, CFA's J.P. Morgan Experience 2001 - 2004
Job Experienced Investor Relations Officer
Industry Public Relations and Communications
Experience
SciQuest 2012 - Present
Dex One 2005 - 2012
J.P. Morgan 2001 - 2004
Dresdner Kleinwort Benson 1997 - 1999
Ibbotson Associates 1995 - 1997
Skills
Investor Relations, Relationship Management, Financial Communications, Market Intelligence, Strategic Business..., M&A Communications, Cross-functional Team..., Financial Analysis, Board of Director of..., Quoted in U.S. New &..., Helped develop a set of..., Mergers & Acquisitions, Mergers, Valuation, Strategy, Financial Modeling, Microsoft Excel, Finance, Investments, Due Diligence, Financial Reporting, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Management & Organizations, Management & Strategy and Marketing
Northwestern University 1991 — 1995
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
SciQuest 2012 - Present
Dex One 2005 - 2012
J.P. Morgan 2001 - 2004
Dresdner Kleinwort Benson 1997 - 1999
Ibbotson Associates 1995 - 1997
Skills
Investor Relations, Relationship Management, Financial Communications, Market Intelligence, Strategic Business..., M&A Communications, Cross-functional Team..., Financial Analysis, Board of Director of..., Quoted in U.S. New &..., Helped develop a set of..., Mergers & Acquisitions, Mergers, Valuation, Strategy, Financial Modeling, Microsoft Excel, Finance, Investments, Due Diligence, Financial Reporting, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Management & Organizations, Management & Strategy and Marketing
Northwestern University 1991 — 1995
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
David Meritt's J.P. Morgan Experience June 2013 - September 2013
Job Business Analyst at Accenture Federal Services
Industry Information Technology and Services
Experience
Accenture September 2014 - Present
J.P. Morgan June 2013 - September 2013
6th Street Inc. June 2012 - September 2012
THE SPECTRUM GROUP June 2011 - September 2011
Capitol News Connection Pundit Productions Inc April 2010 - June 2010
Capitol News Connection Pundit Productions Inc 2010 - 2010
Skills
Venture Capital, Microsoft Excel, Business Strategy, E-commerce, PowerPoint, Microsoft Office, Government
Education
Northwestern University 2010 — 2014
Bachelor's Degree, International Studies, History, Business Institutions
Park School of Baltimore
Accenture September 2014 - Present
J.P. Morgan June 2013 - September 2013
6th Street Inc. June 2012 - September 2012
THE SPECTRUM GROUP June 2011 - September 2011
Capitol News Connection Pundit Productions Inc April 2010 - June 2010
Capitol News Connection Pundit Productions Inc 2010 - 2010
Skills
Venture Capital, Microsoft Excel, Business Strategy, E-commerce, PowerPoint, Microsoft Office, Government
Education
Northwestern University 2010 — 2014
Bachelor's Degree, International Studies, History, Business Institutions
Park School of Baltimore
Nick Rovelli's J.P. Morgan Experience October 2012 - May 2013
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO January 2015 - Present
PIMCO August 2013 - December 2014
J.P. Morgan October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Deloitte August 2007 - July 2011
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
BS, Industrial Engineering
PIMCO January 2015 - Present
PIMCO August 2013 - December 2014
J.P. Morgan October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Deloitte August 2007 - July 2011
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
BS, Industrial Engineering
Nick Diganci's J.P. Morgan Experience July 2013 - August 2013
Job Transfer Pricing Consultant at Deloitte
Industry Financial Services
Experience
J.P. Morgan July 2013 - August 2013
EsquireFinancing,Inc June 2012 - August 2012
Financial Industry Regulatory Authority (FINRA) June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Stata, Social Media, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics, Political Science & Business Institutions
GonzagaCollegeHighSchool 2006 — 2010
J.P. Morgan July 2013 - August 2013
EsquireFinancing,Inc June 2012 - August 2012
Financial Industry Regulatory Authority (FINRA) June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Stata, Social Media, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics, Political Science & Business Institutions
GonzagaCollegeHighSchool 2006 — 2010
Tyler Manci's J.P. Morgan Experience June 2014 - August 2014
Job Incoming Investment Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Kellogg School of Management November 2012 - June 2013
Skills
Economics, Financial Modeling, Research, Data Analysis, Statistics, SPSS
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Environmental Science
Highland Park High School 2007 — 2011
Credit Suisse June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Kellogg School of Management November 2012 - June 2013
Skills
Economics, Financial Modeling, Research, Data Analysis, Statistics, SPSS
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Environmental Science
Highland Park High School 2007 — 2011
Jeffrey Jablons's J.P. Morgan Experience June 2012 - February 2013
Job Credit Analyst at BlueBay Asset Management
Industry Investment Management
Experience
BlueBay Asset Management 2013 - Present
J.P. Morgan June 2012 - February 2013
J.P. Morgan June 2009 - June 2012
Education
Northwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
BlueBay Asset Management 2013 - Present
J.P. Morgan June 2012 - February 2013
J.P. Morgan June 2009 - June 2012
Education
Northwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.