J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
J.P. Morgan December 2009 - Present
JPMorgan Chase September 2000 - December 2009
Chase Bank April 1996 - 2000
Chemical Bank December 1983 - March 1996
Skills
Cash Management, Financial Services, Banking, Financial Analysis, Credit Cards, Relationship Management, ACH, Treasury Management, Business Analysis, Vendor Management, Analysis, Microsoft Office, Microsoft Excel, CRM, Customer Service, Leadership
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
Borough of Manhattan Community College 1983 — 1985
Associate of Arts and Sciences (AAS), Banking and Finance
J.P. Morgan June 2013 - Present
Baruch Investment Management Group February 2012 - May 2013
Golden Buddies Mentorship Program September 2012 - December 2012
Leaders in Investment Banking September 2012 - September 2012
UBS May 2012 - September 2012
Trade Office of Ecuador June 2012 - August 2012
Con Edison December 2010 - February 2011
Skills
Bloomberg, Asset Management, Capital Markets, Emerging Markets, Financial Modeling, Derivatives, Reuters 3000, MS Office Suite, Fluent in Spanish, Financial Analysis, DCF Valuation, Fundamental Analysis, Thompson One, Capital IQ, Equity Research, FX trading, Investments, Financial Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance & Investments, Senior
J.P. Morgan December 2013 - Present
JP Morgan June 2010 - December 2013
JP Morgan July 2006 - June 2010
Goldman Sachs June 2002 - July 2006
Skills
Series 7
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelors of Business Administration (B.B.A), Finance and Investments, English Literature
J.P. Morgan July 2013 - Present
JPMorgan Chase May 2013 - June 2013
JPMorgan Chase August 2011 - May 2013
Klearview Appliance 2007 - 2009
Skills
Chase proprietary..., MS Office Suite, Mortgage Lending, Financial Analysis, Loans, Management, Microsoft Office, Reporting & Analysis, Performance Metrics, Financial Services, Auditing, Finance, Analysis, Banking, Business Analysis, Valuation, Financial Modeling, Accounting, Data Analysis, Corporate Finance, Training, Financial Reporting, Relationship Management, Outlook, Customer Service, Securities, Microsoft Excel, Equities, Bloomberg, Process Improvement, Investment Banking, Credit, Capital Markets, Team Building, Investments, Negotiation, Marketing
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
BBA, Finance
Baruch College, City University of New York (CUNY) 2006 — 2011
BBA, Finance, Economics
Barclays Investment Bank June 2014 - Present
J.P. Morgan November 2013 - November 2013
Deutsche Bank June 2013 - August 2013
MTN Capital Partners LLC January 2013 - May 2013
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance and Investments Minor: Economics
The Berlin School of Economics and Law
JPMorgan Chase November 2012 - Present
J.P. Morgan September 1999 - November 2012
Chase March 1997 - September 1999
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BBA, International Marketing
Guggenheim Partners July 2015 - Present
J.P. Morgan May 2014 - June 2015
LCH.Clearnet November 2011 - April 2014
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, Investments, Clearing, Collateral, Swift Alliance, Equities, Hedge Funds, Risk Management, Finance, Middle Office, Derivatives, Banking, Bloomberg, Securities, Capital Markets, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance & Investments
Le Cordon Bleu Paris 2005 — 2006
Diplome de Patisserie, Pastry Arts
J.P. Morgan March 2014 - Present
NASDAQ OMX August 2013 - February 2014
Barclays Capital December 2012 - July 2013
TTI of USA August 2010 - December 2012
Morgan Stanley Smith Barney September 2008 - August 2009
Skills
Talent Acquisition, Technical Recruiting, Information Technology, Financial Institutions, Recruiting, Sourcing, Interviews, Screening, Cold Calling, Management, CRM, Networking, Account Management, Contract Recruitment, Internet Recruiting, Financial Services, Benefits Negotiation, Permanent Placement, Team Management, Consulting, IT Recruitment, Employee Relations, Executive Search, Leadership, Process Improvement, Staffing Services, Human Resources, Online Advertising, Screening Resumes, College Recruiting, Building Relationships, Talent Management, Resource Management, Hiring, HRIS, Finance, Employee Benefits, Banking, Strategic Sourcing, Applicant Tracking..., Business Development, Staff Augmentation, Vendor Management, Social Networking
Education
New York University 2014 — 2016
Master of Science (MS), Human Resource Management and Development
City University of New York-Baruch College - Zicklin School of Business
J.P. Morgan August 2015 - Present
J.P. Morgan October 2013 - August 2015
HSBC Securities June 2012 - October 2013
Global Gaming & Hospitality April 2011 - April 2012
HSBC Securities June 2011 - August 2011
Oxbridge Financial Group LLC December 2008 - August 2010
Skills
Financial Modeling, Industry Research, Investments, Capital Markets, Microsoft Excel, Corporate Finance, Securities Offerings, Securities Regulation, Investment Banking, LBO Modeling, Leveraged Finance, Mergers, M&A experience, Equities, Valuation, Bloomberg, Private Equity, Due Diligence, LBO
Education
City University of New York-Baruch College 2009 — 2012
BBA, Finance & Investments
J.P. Morgan April 1997 - January 2001
J.P. Morgan March 1996 - March 1997
J.P. Morgan January 1994 - February 1996
J.P. Morgan January 1991 - December 1993
Skills
Leadership, Organizational..., Employee Relations, Conflict Resolution, Time Management, Customer Service, Customer Satisfaction, Management, Operations Management, Manage Client..., Closing Documentation, Global Custody, Data Management, Cash Management, Client Relations, Interpersonal...
Education
City University of New York-Baruch College 1986 — 1991
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan June 2014 - Present
J.P. Morgan March 2011 - June 2014
Deutsche Bank June 2010 - August 2010
NYSE Euronext February 2010 - May 2010
Gem Stone King Inc. September 2007 - January 2010
Skills
Capital Markets, Equities, Investment Banking, Financial Markets, Financial Analysis, Private Equity, Structured Products, Securities, Credit, Bloomberg, Corporate Finance, Portfolio Management, Fixed Income, Emerging Markets, Valuation
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Finance
Minski Dzjaržauny Lingvistyèny Universitet 2002 — 2005
BA, English
J.P. Morgan June 2014 - Present
Brodeur Partners February 2014 - May 2014
NYSE Euronext September 2013 - December 2013
New York Life Insurance Company - NextSource May 2013 - August 2013
UpSpring PR February 2013 - May 2013
On Location Tours October 2012 - January 2013
Teavana June 2012 - September 2012
John Messer for State Senate May 2012 - September 2012
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), International Business, Sophomore
Macaulay Honors College 2011 — 2015
Stuyvesant High School 2007 — 2011
Chase August 2015 - Present
Chase October 2013 - July 2015
J.P. Morgan January 2011 - October 2013
J.P. Morgan June 2008 - December 2010
J.P. Morgan January 2007 - June 2008
Reuters July 2005 - December 2006
Skills
Investments, Analytics, Financial Modeling, Bloomberg, Hedge Funds, Analysis, Equities, Capital Markets, Relationship Management, Microsoft Office, Financial Risk, Alternative Investments, Teamwork, Portfolio Management, Management, Fixed Income, Financial Analysis, Building Relationships, Communication Skills, Team Management, Asset Allocation, Client Presentation, Writing, Commercial Banking
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance & Marketing
JPMorgan Chase Formal Credit Training Program 2015 — 2015
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance & Investments
J.P. Morgan June 2014 - August 2014
OnForce Solar January 2012 - May 2014
Standard Solar January 2010 - December 2011
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Grupo Regalii March 2012 - Present
Echoing Green June 2012 - June 2014
DreamIt Ventures 2011 - 2011
Overseas Private Investment Corporation June 2010 - August 2010
Pegasus Blue Star Fund 2008 - June 2009
J.P. Morgan 2006 - 2008
UBS Investment Bank 2005 - 2005
Sponsors for Educational Opportunity 2005 - 2005
Swissport September 1999 - May 2004
Skills
Entrepreneurship, Start-ups, Private Equity, Financial Modeling, Investments, Mergers & Acquisitions, Latin America, Strategy, Venture Capital, Emerging Markets, Investment Banking, Business Development, Mobile Payments, Leadership, Regulatory Compliance, Valuation, Portfolio Management, Financial Analysis
Education
The Wharton School, University of Pennsylvania 2009 — 2011
MBA, Entrepreneurial Management
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance, Cum laude
J.P. Morgan May 2013 - Present
Envestnet, Inc December 2011 - May 2013
FundQuest, a BNP Paribas Investment Partner (acquired by Envestnet in December 2011) August 2010 - December 2011
Reval March 2008 - August 2010
Misys July 2007 - March 2008
Fidelity Investments August 1999 - August 2004
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Copywriting, SharePoint, Thought Leadership, HTML, Dreamweaver, SPSS, InDesign, WebEx, Eloqua, Competitive Intelligence, Strategy, Public Speaking, Product Management, Analytics, CRM, Online Advertising, Market Research, Marketing Communications, Social Media, SEO, B2B, Investment Advisory, Economic Research, Competitive Analysis, Derivatives, Alternative Investments, Financial Analysis, Wealth Management, Risk Management, Investment Education, Strategic Financial..., Retirement Planning, Pivot Tables, Product Marketing, Digital Marketing, Market Analysis, Marketing, Advertising, Financial Services, B2B Marketing, Strategic Planning, Management, Product Development, Analysis, Investments, Public Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Economic Analysis
University of New Hampshire 1996 — 1998
Bachelor of Arts (BA), Psychology
Bates College 1993 — 1996
Neurobiology and Behavior
J.P. Morgan June 2015 - Present
SS&C Technologies January 2015 - June 2015
RBC Capital Markets January 2011 - December 2014
HSBC Securities July 2007 - January 2011
HSBC Securities June 2006 - July 2007
Moody's Investors Service March 2006 - June 2006
Skills
Redemption, Subscriptions, AML, Client Liaison, Fund Administration, Securities, Hedge Funds
Education
Hofstra University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Baruch College 2001 — 2003
J.P. Morgan March 2015 - Present
TD Bank Group April 2011 - March 2015
Forever 21 February 2008 - April 2011
Skills
Leadership, Banking, Team Management, Microsoft Office, Management, Account Reconciliation, Time Management, Customer Service, Microsoft Word, Financial Services, Credit, Bank Reconciliation, Loans, Payments, Teamwork, Social Media, Sales, PowerPoint
Education
Baruch College, City University of New York (CUNY)
B.A, Economics
J.P. Morgan June 2015 - Present
Sears Holdings Corporation June 2014 - August 2014
Internal Revenue Service February 2014 - April 2014
Skills
Bloomberg Terminal, Thomson One Analytics, C++ Language, Python, Microsoft Visual Studio..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Retail, Customer Service, Teamwork, Public Speaking, Time Management
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling
New Utrecht High School
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan Asset Management February 2013 - July 2014
WeiserMazars LLP October 2012 - January 2013
Regional Appraisal Associates, Inc December 2010 - February 2012
Epic Hollister Co May 2010 - January 2012
Barclays Capital Inc June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Windows, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet, Appraisals, Outlook, Food, Time Management, Customer Service, Leadership, QuickBooks, Access, Financial Analysis, Risk Management, Teamwork
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A), Finance and Investments
The City College of the City University of New York 2009 — 2011
Biology
Fort Hamilton High School 2005 — 2009
Regents Diploma with Honors
J.P. Morgan February 2015 - Present
Goldman Sachs March 2014 - February 2015
Goldman Sachs November 2007 - March 2014
Goldman Sachs March 2007 - November 2007
Goldman Sachs July 2000 - March 2007
Goldman Sachs June 1998 - July 2000
Skills
Prime Brokerage, Security Operations, Settlement, Equities, Fixed Income, Options, Hedge Funds, Client Service Oriented, Trading, Series 7, Series 63, Series 55, Securities, Bloomberg, Middle Office, Client Services, Derivatives, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
Master of Business Administration (MBA), Finance
Siena College 1994 — 1998
Bachelor of Science (B.S.), Finance, General
J.P. Morgan June 2014 - Present
JPMorgan Chase September 2011 - June 2014
JPMorgan Chase March 2010 - August 2011
IDT Corporation February 2008 - June 2008
Israel Defense Forces March 2002 - March 2005
Skills
Microsoft Office, Microsoft Word, Public Speaking, Logistics, Financial Modeling, Analysis, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
MBA, Finance and Real Estate
Ben-Gurion University, Israel 2006 — 2009
BA, Business Administration; Finance and Accounting
Markit January 2012 - Present
J.P. Morgan December 2010 - January 2012
Skills
Equities, Valuation, Portfolio Management, Fixed Income, CDS, Rates, FX Options, Options, Bloomberg, Derivatives, Credit, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.93/4.0
University of Warsaw 2000 — 2005
Bachelor of Arts (BA), Linguistics and Literature, 5.0/5.0
J.P. Morgan August 2014 - Present
EY June 2013 - August 2013
EY June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Accounting, Microsoft Office, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration, Accountancy
CHIA, State of Mass. January 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey June 2007 - January 2014
Multiplan,Inc., NYC December 1999 - June 2007
MTA Bridges and Tunnels February 1998 - December 1999
J.P. Morgan March 1997 - February 1998
Skills
Quality Center, User Acceptance Testing, SDLC, Test Planning, Software Quality..., Waterfall, Quality Assurance, Test Cases, System Testing, Regression Testing, Test Management, Testing, Business Requirements, QTP, Databases, Test Strategy, Requirements Gathering, Test Automation, Requirements Analysis, Agile Testing, Defect Tracking, HP Quality Center
Education
Academy of Economics Bucharest, Romania
Bachelor's degree, Economics, computers, 3.75
Baruch College
Java, Oracle DBA
J.P. Morgan May 2011 - Present
du Pasquier & Co. Inc. June 2009 - February 2011
Wall Street Warfighters Foundation 2010 - 2010
United States Marine Corps August 2001 - November 2007
Skills
Leadership, Navy, Training, Military, Operational Planning, Risk Management, Series 7, Security Clearance, Military Operations, Intelligence Analysis, Military Experience, Command, Securities, Program Management, Bloomberg, Equities, Financial Modeling, Investments, Asset Managment, Fixed Income, Investment Banking, FX Options, Trading, Asset Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance and Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Applied Science (BASc), Administration of Justice
Citigroup June 2012 - Present
Citi June 2011 - August 2012
J.P. Morgan March 2011 - May 2011
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Fixed Income, Corporate Finance, Capital Markets, Financial Analysis, Equities, Bloomberg Terminal, Hedge Funds, Derivatives, Investments, Portfolio Management, Asset Managment, Social Networking, Russian, Credit
Education
Baruch College 2008 — 2011
Bachelor, Finance, GPA 3.87, Major GPA 4.00
CFA Level ll Candidate
J.P. Morgan July 2013 - Present
J.P. Morgan September 2012 - June 2013
Baruch College- Starr Career Development Center September 2011 - May 2013
JPMorgan June 2012 - August 2012
New York Life Insurance Company June 2011 - March 2012
Skills
Viso, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Project Management, Organization, Communication, Process Improvement
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management
Oppenheimer & Co. Inc. May 2014 - August 2014
Morgen, Evan & Company March 2014 - May 2014
J.P. Morgan November 2013 - November 2013
Barclays Investment Bank November 2013 - November 2013
KPMG US April 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Morgan Stanley March 2013 - March 2013
Baruch College January 2013 - January 2013
KPMG November 2012 - November 2012
Armadale Capital Inc August 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College (FLP)
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Deloitte January 2014 - March 2014
ff Venture Capital February 2013 - May 2013
Park Avenue Asset Mgmt. October 2012 - December 2012
GFS Forex June 2012 - September 2012
Sheffield Haworth January 2012 - May 2012
Skills
Investments, Analysis, Teamwork, Market Research, Leadership, Finance, Financial Modeling, Valuation, Qualitative Research, Financial Analysis, Due Diligence, Marketing, Corporate Finance, Bloomberg, DCF, DDM
Education
Macaulay Honors College at Baruch 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Yale University - Yale School of Management
Global Pre-MBA Program
Baruch College, City University of New York (CUNY)
Citi December 2013 - Present
J.P. Morgan August 2013 - December 2013
Citi March 2012 - March 2013
Abbey Capital 2010 - 2011
TD Bank Group July 2005 - February 2010
Independence Community Bank March 2004 - July 2005
Commerce Bank October 2001 - March 2004
Skills
AML, Management, Microsoft Office, CAMS, KYC, BSA, USA PATRIOT Act, Enhanced Due Dilegence, Retail Banking, Operations Management, General Ledger, Procurement, Risk Management, Financial Risk, OFAC, Bank Secrecy Act, Banking, Anti Money Laundering, Portfolio Management, Finance, Financial Services, Commercial Banking, Credit, Credit Analysis
Education
Colegio Abraham Lincoln
Baruch College
BBA, Finance & Investments
J.P. Morgan November 2011 - Present
CUNY Citizenship now June 2010 - September 2010
Education
Baruch College, City University of New York (CUNY) 2011 — 2012
Finance, Business
Universidade Catolica de Goias - PUC
Bachelor's Degree, Civil Engineering
J.P. Morgan November 2013 - Present
UBS Wealth Management September 2012 - December 2012
Astoria Sterling Realty November 2010 - December 2011
Skills
Microsoft Excel, Analysis, Customer Service, Marketing, Microsoft Word, Time Management, Leadership, Market Research, Sales Management, Access, Asset Management, Bloomberg, Business Strategy, Data Analysis, Economics, Management, Marketing Strategy, Strategic Planning, Social Media Marketing, Selling, Real Estate, Research, Project Management
Education
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance, Ecomonics
Kingsborough Community College 2008 — 2009
Associate of Sciences (AS), Business Administration
VERTISTRY, INC January 2002 - Present
Ernst & Young July 1999 - August 2001
EDS Group May 1998 - July 1999
J.P. Morgan May 1995 - April 1998
Private Hedge Fund June 1992 - December 1994
Skills
Strategy, Business Development, Strategic Partnerships, Enterprise Software, E-commerce, Mobile Devices, SaaS, Start-ups, Business Strategy, Mergers & Acquisitions, IT Strategy, Management, Venture Capital, Integration, Financial Modeling, Leadership, New Business Development, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1990 — 1991
MBA, Information System, Finance
Emory University 1982 — 1986
BA, Math & Computer Science
Aurigen June 2015 - Present
J.P. Morgan June 2014 - June 2015
Prudential Financial January 2012 - June 2014
Mathnasium - The Math Learning Center March 2011 - January 2012
Escada January 2011 - June 2011
UBS Financial Services January 2010 - June 2010
Skills
Risk Management, VBA, Bloomberg, Microsoft Excel, Access, R, C++, SQL, Matlab, Python, Microsoft Word, Credit Risk, Linux, Microsoft SQL Server, PowerPoint, Cognos, Lotus Notes, Fortran 95, OpenMP, Sandwiches, Chewing Gum, Regulatory Capital, Market Risk, GGY Axis, Reinsurance, Stata
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor's, Finance & Investments, Mathematics
J.P. Morgan May 2014 - Present
J.P. Morgan May 2007 - April 2014
Skills
Fixed Income, Capital Markets, Investment Banking, SQL, Vlookup, Microsoft Excel, Microsoft Office, Certified Scrum Master..., Trading Systems, Fixed Income Technology, Securitization, Operations Management
Education
City University of New York-Baruch College 2011 — 2014
Master of Business Administration (MBA), Finance, General
Polytechnic University 2004 — 2008
Bachelor of Science (BS), Business and Technology Management
CompuGain March 2015 - Present
J.P. Morgan May 2011 - December 2014
J.P. Morgan August 2007 - May 2011
Commerzbank, AG August 2004 - August 2007
Commerzbank AG August 2000 - August 2004
TD Waterhouse September 1999 - May 2000
Skills
Business Analysis, Data Warehousing, Project Planning, Software Project..., SQL, Project Management, Unix, Access, Software Development, SDLC, Process Improvement, Banking, Databases, IT Management, IT Strategy, Integration, Management, Requirements Analysis, Requirements Gathering, Visio, ITIL, Business Intelligence, Agile Methodologies, System Administration, Enterprise Architecture, Vendor Management, SharePoint, Troubleshooting, Program Management, Disaster Recovery
Education
Stevens Institute of Technology 2004 — 2006
Masters
University of Maryland College Park 1996 — 1998
BS
Franciscan University of Steubenville 1994 — 1996
Baruch College, City University of New York (CUNY)
Morgan Stanley Wealth Management 2014 - Present
J.P. Morgan December 2008 - June 2014
Angelo, Gordon & Co. November 1998 - June 2008
Mitsui & Co., USA July 1996 - November 1998
Skills
Financial Services, Trade Finance
Education
Baruch College 1993 — 1996
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Penn State University 1991 — 1993
Deutsche Bank January 2015 - Present
J.P. Morgan December 2014 - January 2015
Deutsche Bank July 2014 - December 2014
J.P. Morgan January 2014 - July 2014
City of New York June 2012 - December 2013
Skills
Talent Management, Time Management, Self-driven, Risk Management, Personal Development, Learning Quickly, Analysis, Access, Shanghainese, Fixed Income, Accounting, Equities, Proficient in Microsoft..., Knowledge of Bloomberg..., Fluent in Chinese,..., American English, Private Equity, Real Estate, Alternative Investments, Investment Control, Financial Reporting, Asset Management, Finance, Financial Analysis, Microsoft Excel, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
J.P. Morgan June 2015 - August 2015
AMC Networks March 2015 - May 2015
Skills
PowerPoint, Financial Reporting, Microsoft Word, Microsoft Office, Customer Service, Outlook, Teamwork, Microsoft Excel, Financial Accounting, Cost Accounting, Access, Research, Social Media, Leadership, Corporate Finance, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
BBA, Finance & Investments
J.P. Morgan June 2015 - Present
International Alliance Associates Limited February 2015 - May 2015
Yumi Kim June 2013 - May 2015
Diesel June 2014 - September 2014
Nassau County Legislature February 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, English, Photoshop, Management, Sales, C++
Education
Baruch College, City University of New York (CUNY)
Finance, General
J.P. Morgan July 1989 - Present
Lewco Securities Corp July 1987 - July 1989
Cowen and Company July 1986 - July 1987
Skills
Fixed Income, Global Custody, Superior Client Service, Financial Accounting, Online Product Launches, Team Leadership, Process Champion, Securities, Bloomberg Terminal, Microsoft Excel, Cash Management, Performance Metrics, Account Management, Banking, Account Reconciliation, Interest Calculation, Pilot Projects, Creative Problem Solving, Transition Management, Troubleshooting, Accounting, Asset Management, Bloomberg, CRM, Client Services, Credit, Customer Service, Equities, Financial Analysis, Financial Services, Management, Program Management, Risk Management
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Business Administration and Management, General
The Humpty Dumpty Institute September 2015 - Present
Asia Society June 2015 - August 2015
Cultural Vistas November 2014 - May 2015
Undergraduate Student Government - Baruch College July 2014 - May 2015
J.P. Morgan June 2014 - August 2014
State of NY Metropolitan Transportation Authority June 2013 - August 2013
Queens College June 2012 - August 2012
Queens Library June 2011 - August 2011
Skills
Teamwork, Financial Accounting, Financial Analysis, Social Media, Microsoft Office, Community Outreach, Access, Business Networking, Program Management, Auditing, Communication, Financial Reporting, QuickBooks, Creative Writing, Public Policy, Political Science, United Nations, Bookkeeping
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor of Arts (B.A.), Political Science
J.P. Morgan July 2014 - Present
Augentius October 2013 - June 2014
Augentius June 2013 - September 2013
Protax Consulting Services Inc January 2013 - May 2013
Koskinas & Associates LLC September 2011 - May 2013
Trinity Church January 2010 - January 2012
bnetTV.com,Inc. June 2011 - September 2011
Office of Assemblywoman Grace Meng June 2009 - August 2010
Skills
Tax Preparation, Spreadsheets, Microsoft Office, Microsoft Word, Microsoft Excel, QuickBooks, Payroll, Bookkeeping, Accounting, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Accounting
J.P. Morgan March 2015 - Present
Bank of America September 2012 - Present
Pan Am Mortgage & Financial Services March 2008 - September 2012
Countrywide Home Loans September 2005 - September 2007
Skills
Loans, VA loans, FHA, Mortgage Lending
Education
City University of New York-Baruch College
Economics
AIG April 2013 - Present
AIG May 2010 - April 2013
AIG February 2008 - May 2010
J.P. Morgan September 2005 - July 2007
J.P. Morgan June 2000 - September 2005
Chase June 1995 - June 2000
Chase January 1990 - June 1995
Chase August 1988 - January 1990
Skills
Enterprise Risk..., Risk Assessment, Operational Risk..., Insurance, Internal Audit, Risk Management, Financial Risk
Education
City University of New York-Baruch College 1982 — 1987
Bachelor of Business Administration (BBA), Corporate Finance (Major), Political Science (Minor)
J.P. Morgan July 2015 - Present
Marks Paneth LLP November 2014 - September 2015
Prager Metis CPAs, LLC January 2014 - June 2014
Northwestern Mutual - Manhattan, NY May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, ProSystem fx Tax, ProSystem fx Engagement, Laserfiche, PPC
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Senior
J.P. Morgan August 2015 - Present
J.P. Morgan August 2014 - Present
JPMorgan Chase February 2013 - July 2014
Pediatrics and Adolescent Medicine P.C. August 2009 - January 2013
Skills
Microsoft Excel, Staff Development, Asset Management, Global Business..., Business Analysis, Finance, Financial Analysis, Leadership, Organizational..., Portfolio Management, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
BBA, Finance and Investnment
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor's degree, Finance and Investments
BlackRock August 2013 - Present
Baruch College August 2010 - May 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Skills
PowerPoint, Investment Banking, Microsoft Office, Emerging Markets, Microsoft Excel, Microsoft Word, Research, Teamwork, Economics, Social Media, Financial Modeling, Access, Financial Analysis, Spanish
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor’s Degree, Finance (Minor: Spanish)
Université Paris Dauphine 2012 — 2012
Study Abroad - Paris, France
LAC
J.P. Morgan May 2014 - Present
Bank Of America-Merrill Lynch March 2013 - May 2014
KPMG March 2012 - March 2013
Citi August 2011 - December 2011
UBS Wealth Management March 2005 - August 2011
AT&T Labs, Inc., Lucent Technologies July 1996 - March 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Vendor Management, Oracle, Microsoft SQL Server, Unix, Management, Risk Management, PL/SQL, IT Management, Java, Project Management, Websphere, EJB, Financial Analysis, Financial Modeling, IT Operations, IT Outsourcing, Struts, Weblogic, SSAS 2008, Data Cubes, SSIS
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Master of Business Administration (M.B.A.), Finance & Investments
Monmouth University 1994 — 1996
Master's Degree, Electronic Engg.
Karnataka University 1987 — 1992
Bachelor's Degree, Electrical & Electronic Engg.
J.P. Morgan July 2015 - Present
HedgeServ July 2013 - July 2015
BNY Mellon June 2012 - June 2013
BMCE Capital May 2011 - June 2011
Skills
Valuation, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Derivatives, Business Analysis, Loans, Corporate Finance, Fixed Income, Fund Administration, Equities, Private Equity, Investments, Asset Management, Financial Accounting, Mutual Funds, Bloomberg Terminal, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Financial Markets, Trading, Equity Research, Equity Derivatives, FX Options, Financial Services, Structured Products
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance & investments
Tiburon Capital Management July 2015 - Present
Fifth Street Asset Management December 2014 - June 2015
J.P. Morgan April 2013 - December 2014
Moody's Investors Service July 2011 - April 2013
Ascend Global Investments, LLC June 2010 - September 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Research, High Yield, Distressed Debt, Equities, Principal Investing, Trading, Due Diligence, Networking, Presentations, Microsoft Excel, Bloomberg, FactSet, PowerPoint, Teaching
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Bachelor of Science (B.S.), Business Administration (Major: Finance)
City University of New York-Baruch College 2007 — 2009
North Shore Hebrew Academy High School 2003 — 2007
High School Diploma
Mitchell Madison Group May 2015 - Present
J.P. Morgan May 2014 - April 2015
Morgan Stanley June 2013 - August 2013
Morgan Stanley September 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Goldman Sachs April 2012 - April 2012
New York State Senate June 2011 - September 2011
J.P. Morgan April 2011 - April 2011
Albanese Organization April 2008 - March 2011
Skills
Mergers & Acquisitions, Corporate Finance, Leadership, Finance, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Strategy, Business Strategy, Project Planning, Spanish, Due Diligence, Equities, Derivatives, Forecasting, Entrepreneurship, Management Consulting, Equity Derivatives, Strategy Development, Strategic Planning, Corporate Strategy..., Capital Markets, Business Analysis, Financial Services
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration
Goldman Sachs August 2014 - Present
J.P. Morgan October 2012 - August 2014
J.P. Morgan May 2012 - October 2012
J.P. Morgan July 2010 - June 2012
JPMorgan Chase June 2008 - July 2010
Skills
Banking, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Word, Microsoft Office, Business Analysis, Outlook, Project Management, Analysis, Process Improvement, Change Management, Management, Credit, Recruiting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Human Resource Management
Shearman & Sterling LLP March 2015 - Present
Kelley Drye & Warren LLP November 2013 - March 2015
J.P. Morgan July 2012 - July 2012
Kelley Drye & Warren LLP May 2012 - June 2012
New York State Unified Court System - Queens County August 2011 - December 2011
Kelley Drye & Warren LLP May 2011 - July 2011
Citi June 2006 - July 2010
Skills
Legal Writing, Legal Research, Westlaw, LexisNexis, Legal Issues, Nonprofits, Due Diligence, Legal Compliance, Mergers & Acquisitions
Education
Hofstra University School of Law 2010 — 2013
J.D.
Baruch College 2006 — 2010
B.A., Economics and History
J.P. Morgan November 2012 - Present
Terrier Tri - Triathlon Team June 2010 - Present
JPMorgan Chase October 2011 - November 2012
JP Morgan Chase April 2011 - October 2011
JP Morgan Asset Management July 2010 - April 2011
Baruch College January 2006 - May 2010
SBR Multisports February 2007 - September 2009
JPMorgan Chase June 2009 - July 2009
Skills
Foreign Languages, Microsoft Office, Project Planning, Team Motivator, Project Execution, Swimming, Spanish, Triathlon, Coaching, Intercultural Relations, Multicultural, Process Improvement, College Recruiting, Business Analysis, Strategic Thinking, Process Consulting
Education
Baruch College 2006 — 2010
International Business, Economics, Finance, International Marketing, International Business, Communications
UEMS High School - Guayaquil, Ecuador
Booz Allen Hamilton December 2014 - Present
Grant Thornton LLP November 2012 - December 2014
PwC June 2011 - November 2012
J.P. Morgan November 2010 - June 2011
Silverstone Property Group December 2009 - February 2010
American Express 2010 - 2010
Skills
Risk Management, Analysis, Due Diligence, Banking, Internal Controls, Management, Financial Risk, Portfolio Management, Leadership, Software Documentation, Investments, Asset Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance and Real Estate
Syracuse University 2002 — 2006
BA, International Relations
United nations International school
Avon Products December 2007 - Present
St. Joseph's Medical Center 2006 - 2008
Kurland Realty 2005 - 2006
Schulte Roth & Zabel LLP 2004 - 2006
SCOR Reinsurance 2002 - 2004
J.P. Morgan 1999 - September 2001
Father & Son Painting 1996 - 1999
Weil Gotshal and Manges 1994 - 1996
Skills
Cosmetics, Skin Care, Beauty, Consumer Products, Sales Management, Trade Marketing, Sales, Retail, Makeup Artistry, Sales Operations, Direct Sales, Network Marketing, Training, Coaching, Expenses, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Google Calendar, SMO, iNotes, Personal Care, Recruiting, Beauty Industry
Education
Laguardia Community College 2000 — 2004
AAS, Occupational Therapy/Therapist
Baruch College 2002 — 2003
J.P. Morgan September 2011 - Present
ALPFA, Inc. — Empowering Latino Leaders 2010 - 2014
J.P. Morgan August 2010 - June 2011
NYC Department of Correction May 2010 - December 2010
Sterling National Mortgage July 2007 - May 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Reporting, PowerPoint, Bloomberg, Financial Accounting, Data Analysis, Access, Microsoft Word, Customer Service, Outlook, Real Estate, Management, Banking, Leadership, Budgets, Analysis, Investment Banking, Accounting, Project Planning, Financial Risk, Risk Management
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MS, Accountancy
Time Inc July 2014 - Present
Time Inc. July 2012 - Present
Time Inc June 2011 - August 2011
J.P. Morgan September 2006 - August 2009
Skills
Finance, Financial Analysis, Investments, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, Accounting and Entrepreneurship
City University of New York-Baruch College 2002 — 2006
BBA, Finance and Investments
LiquidHub May 2015 - Present
North Highland June 2014 - May 2015
Angelo, Gordon & Co. December 2013 - April 2014
OppenheimerFunds July 2013 - December 2013
Jennison Associates LLC April 2013 - July 2013
J.P. Morgan February 2013 - April 2013
Barclays Wealth and Investment Management August 2012 - December 2012
Neuberger Berman July 2011 - July 2012
Deutsche Bank Asset Management April 2010 - May 2011
Junction Partners January 2009 - April 2010
Skills
Fixed Income, Portfolio Management, Order Management, Securities, SDLC, Equity Trading, Charles River IMS, Prime Brokerage, Swaps, Banking, Trading Systems, Equities, Analysis, Asset Managment, Bonds, Back Office, Business Requirements, Financial Services, Equity Derivatives, Market Risk, Hedge Funds, Business Analysis, FX Options, Alternative Investments, Performance Attribution, Bloomberg, Capital Markets, Commodity, Financial Markets, Options, Middle Office, Electronic Trading, Derivatives, PMP, Market Data, PMO, Emerging Markets, Mutual Funds, Investments, User Acceptance Testing, Requirements Analysis, Finance, Credit Derivatives, Treasury Management, FX trading, Investment Banking, Money Market, Integration, Investment Management, Calypso
Education
Villanova University 2003 — 2003
Certificate, Project Mangement
Stevens Institute of Technology 1997 — 2000
M.S., Technology Management
CFA 1990 — 1990
Completed Level I, Investments and Securities
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Finance
Morgan Stanley May 2013 - Present
Citi March 2012 - May 2013
Nosco Inc May 2009 - December 2009
J.P. Morgan June 2008 - February 2009
Sumitomo Mitsui Banking Corporation - Capital Markets August 2007 - June 2008
Education
Cass Business School 2010 — 2011
MSc, Investment Management
Baruch College, City University of New York (CUNY) 2007 — 2009
B.B.A, Finance and Investments
J.P. Morgan September 2013 - Present
PVO Energy March 2013 - September 2013
Velocity Merchant Energy, LP March 2010 - February 2013
JP Morgan September 2007 - February 2010
FXCM Group 2004 - 2007
Skills
Derivatives, Trading, Investments, Financial Modeling, Hedging, Financial Risk, Financial Analysis, Valuation, FX Options, Bloomberg, Options, Risk Management, Commodity, Capital Markets, Asset Management, Trade Support, Energy, Natural Gas, Oil/Gas
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, General
Retirement Services Company December 2013 - Present
Riverside Church 2001 - Present
J.P. Morgan April 2011 - November 2013
Operation HOPE April 2011 - September 2011
Lincoln Investment April 2008 - August 2010
VALIC and AIG Annuity March 2003 - December 2005
Merrill Lynch 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Budgets, Business Strategy, Change Management, Coaching, Consulting, Employee Benefits, Entrepreneurship, Equities, Event Planning, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Fundraising, Hedge Funds, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing, Mergers, Microsoft Excel, Mutual Funds, Non-profits, Nonprofits, Organizational..., Policy, Portfolio Management, Program Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 63
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Master of Science, Finance
Carnegie Mellon University 1989 — 1991
Master of Science (M.S.), Management
The College of William and Mary 1982 — 1986
Bachelor of Arts (B.A.), Economics
Morgan Stanley May 2015 - Present
J.P. Morgan May 2013 - April 2015
J.P. Morgan September 2008 - May 2013
Bear Stearns September 2005 - September 2008
Douglas and Co. Municipals Inc. August 2001 - September 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Analysis, Securities, Bloomberg, Financial Services, Finance, Back Office, Electronic Trading, Banking, Settlement, Middle Office, Trading
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance and Marketing
City University of New York-Brooklyn College 1998 — 2001
Bachelor of Science, Business Management and Finance
Pricewaterhouse Coopers April 2015 - Present
J.P. Morgan June 2011 - April 2015
MetLife Bank April 2003 - June 2011
Merrill Lynch November 1986 - November 2002
MetLife April 1982 - November 1986
Skills
SDLC, Vendor Management, Risk Management, Business Analysis, IT Management, Project Management, IT Strategy, Project Portfolio..., PMO, Visio
Education
Baruch College - CUNY 1983 — 1986
MS, Computer Methodology
Saint John's University 1978 — 1982
BS, Computer Science/Business
New York University School of Continuing Education
Certificate in C and UNIX Programming
Notre Dame University - Mendoza College of Business Continuing Education
Certificate in Negotiation Skills
Bank of Tokyo-Mitsubishi UFJ March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNY Mellon 2010 - 2012
Moore Capital Management 2006 - 2010
AllianceBernstein 2004 - 2006
Reuters 2002 - 2004
UBS Financial Services 2001 - 2001
Skills
Derivatives, Valuation, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Options, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
IAM Limited LLC May 2014 - Present
FQS Capital November 2009 - April 2014
Duff & Phelps April 2009 - March 2010
FIM January 2007 - February 2009
IAM 2005 - 2007
J.P. Morgan 1996 - 2005
Skills
Hedge Funds, Operational Due..., Fund Of Funds, Asset Managment, Alternative Investments, Derivatives, Equities, Private Equity, Fixed Income, Capital Markets, Due Diligence, Portfolio Management, Investment Banking, Investments, Mutual Funds, Valuation, Financial Markets, Securities, Market Risk, Commodity, Asset Management, Operational Risk, Investment Management, Bloomberg, Asset Allocation, Investment Strategies, Funding, Emerging Markets, Family Office, Credit Derivatives, Fund Administration, Prime Brokerage
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
Hofstra University 1990 — 1992
BBA, Finance
J.P. Morgan April 2014 - Present
Bank of New York Mellon December 2008 - March 2014
Boston Financial Data Services 2003 - December 2008
State Street 2003 - 2007
ING Furman Selz 1998 - 2003
ING Investment Management 1998 - 2002
Schroders September 1995 - August 1998
Goldman Sachs Asset Management January 1990 - September 1995
Skills
ETFs, Management, Client Services, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Asset Management, Portfolio Management, Investments, Risk Management, Capital Markets, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Public Administration
Pace University - Lubin School of Business
MS, Investment Management
J.P. Morgan June 2012 - Present
J.P. Morgan March 2008 - May 2012
J.P. Morgan August 2006 - March 2008
Thomson Financial 2003 - 2006
Skills
Program Management, Financial Analysis, PMO, Risk Management, Bloomberg, Financial Services, Securities, Portfolio Management, Equities, Banking, Fixed Income, Mutual Funds, Capital Markets, Hedge Funds, Derivatives, Series 7, Relationship Management, Asset Management, Alternative Investments, FX Options, Investment Banking, Financial Markets, Back Office, Global Custody, Prime Brokerage, Middle Office, Investment Management, Bonds
Education
Baruch College
Finance and Investments Major
J.P. Morgan June 2009 - Present
Deutsche June 2008 - March 2009
AIESEC September 2007 - January 2009
Deutsche Bank July 2006 - June 2008
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
The Blackstone Group June 2015 - Present
J.P. Morgan June 2010 - May 2015
PineBridge Investments June 2008 - November 2009
UBS Wealth Management January 2008 - April 2008
Skills
Bloomberg, Financial Modeling, Investment Banking, Credit Risk, Equities, Hedge Funds, Valuation, Derivatives, Fixed Income, Investments, Capital Markets, Bloomberg Terminal, Corporate Finance, Private Equity, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments, Economics
Staten Island Technical High School 2002 — 2006
Citi September 2014 - Present
J.P. Morgan November 2012 - September 2014
IDB Bank May 2008 - 2012
Citi Private Bak January 2003 - May 2008
Skills
Series 7, Series 63, ACAMS certified, Banking, Credit, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Hedge Funds, Investments, KYC, Portfolio Management, Trading, Structured Products
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
Masters, Finance
Saint John's University
BS, Finance
BlackRock July 2012 - Present
J.P. Morgan October 2010 - July 2012
Allianz Global Investor - Oppenheimer Capital February 1991 - August 2010
Wertheim Schroder 1987 - 1991
Skills
Asset Management, Accounting, Financial Analysis, Financial Accounting, Compliance, Research, Budgeting, Quickbooks, Excel, Outlook, PowerPoint, Microsoft Office, Word, Event Planning, Equities, Asset Managment, Process Improvement, Change Management, Microsoft Excel, Budgets, Auditing, Financial Services, Financial Modeling, Time Management, Hedge Funds, Investments, Bloomberg, QuickBooks, Microsoft Word
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Economics
Hofstra University
Cella Energy June 2014 - Present
GRT Mobile May 2013 - Present
Broadpoint Gleacher May 2013 - Present
Persephone Capital Partners July 2012 - Present
J.P. Morgan June 1998 - June 2012
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Stony Brook University
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2000 - Present
Junior League Westchester on the Sound 2014 - 2015
Skills
Securities, Executive Management, Strategic Planning, Non-profits, Banking, Microsoft Excel, Credit, Microsoft Office, Customer Service, PowerPoint, Project Management, Outlook, Microsoft Word, Risk Management, Lotus Notes, Leadership, Public Speaking, Event Planning, Community Outreach, Human Resources
Education
City University of New York-Baruch College
Master of Public Administration (MPA), Public Administration
Hunter College
Metropolitan College of New York
Bachelor of Business Administration (BBA), Business Administration and Management, General
J.P. Morgan May 2013 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan August 2011 - January 2013
JP Morgan September 2010 - August 2011
Skills
Outlook, Microsoft Office, PowerPoint, VBA, Financial Modeling, Bloomberg Terminal, Investment Banking, Bloomberg, Investments, Equities, Capital Markets, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Analysis, Access, Data Analysis
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan June 2012 - Present
Columbia University Medical Center April 2008 - June 2011
Education
City University of New York-Baruch College
Master of Science (MS), Financial Engineering
Peking University
B.S., Physics
State University of New York at Albany
Ph.D., Computational Biology, Biophysics, Image Processing
J.P. Morgan July 2008 - Present
UBS July 2001 - July 2008
PaineWebber July 1999 - October 2000
Skills
Financial Analysis, Internal Controls, Financial Reporting, Financial Modeling, Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, IFRS, Strategic Financial..., Corporate Finance, Risk Management, Financial Risk, Financial Accounting, Enterprise Risk...
Education
Baruch College 1995 — 1999
Bachelor of Business Administration (BBA), Finance
J.P. Morgan January 2010 - Present
J.P. Morgan September 2005 - December 2009
Gerling America Insurance Company March 2005 - September 2005
Young & Rubicam – The Bravo Group March 2004 - March 2005
Skills
Talent Management, Onboarding, Taleo, Talent Acquisition, Sourcing, Applicant Tracking..., Employee Relations, Technical Recruiting
Education
ACA
Baruch College
BBA, Human Resources Management
J.P. Morgan January 2015 - Present
JPMorgan Chase September 2011 - December 2014
JP Morgan Chase June 2010 - August 2010
UBS Investment Bank August 2006 - July 2009
ADP India January 2005 - August 2006
Convergys India May 2004 - December 2004
GECIS October 2003 - January 2004
Skills
Process Improvement, Financial Modeling, Management, Finance, Investment Banking, Valuation, Bonds, Hedge Funds, Investments, Trading, ERP, Software Documentation, Settlement, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance and Economics
Osmania University 2001 — 2004
B Com (Honors), Finance and Management
J.P. Morgan January 2015 - Present
GE Capital August 2014 - December 2014
Glencore January 2012 - July 2014
Morgan Stanley February 2010 - August 2012
PRA Destination Management September 2007 - November 2007
Skills
Accounting, QuickBooks, Auditing, Accounts Receivable, SAP, Financial Risk, Portfolio Optimization, Risk Management, Market Risk, Financial Analysis, Equities, Fixed Income
Education
University of Connecticut 2013 — 2014
Masters of Science, Financial Risk Management
Baruch College, City University of New York (CUNY) 2005 — 2009
Staten Island University Hospital 2001 - Present
PESILE FINANCIAL GRP January 1995 - Present
PESILE FINANCIAL GRP January 1995 - Present
City University of New York 1993 - Present
City University of New York (CUNY 1998 - 2013
J.P. Morgan 1986 - 1994
CUNY - College of Staten Island/ Schl of Business 1978 - 1989
Capital Cities /ABC 1981 - 1986
Jersey City State College January 1977 - 1981
Skills
Nonprofits, Equities, PowerPoint, Program Development, Asset Management, Investments, Higher Education, Mergers, Asset Managment, Capital Markets, Fixed Income, Policy, Strategic Financial..., Public Speaking, Fundraising, Research, Community Outreach, Leadership, Financial Analysis, Finance, Mergers & Acquisitions, Accounting, Data Analysis, Financial Modeling, Teaching, SPSS, Non-profits, Strategic Planning, Managerial Finance, Microsoft Excel, Valuation, International Business, Entrepreneurship, Analysis, Investment Strategies, Economics, Budgets, Management, Management Consulting, Corporate Finance, Small Business, Risk Management, Portfolio Management, Estate Planning, Private Equity, Mutual Funds, Asset Allocation, Due Diligence, Financial Services, Hedge Funds
Education
New York University 1978 — 1981
Ph.D studies in International Finance
City University of New York-Baruch College 1975 — 1977
BBA-MBA, Finance, magna cum laude
J.P. Morgan December 2014 - Present
JP Morgan Chase March 2011 - November 2014
JPMorgan Chase May 2009 - March 2011
The Reserve Funds July 2007 - October 2008
The Reserve Funds March 2006 - July 2007
Astoria Federal Savings September 2004 - March 2006
Skills
Portfolio Management, Investments, Banking, Mutual Funds, Credit, Trading, Loans, Mortgage Lending, Financial Modeling, Financial Analysis, Management, Series 7, Sales, Asset Allocation, Fixed Income, Finance, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan July 2013 - Present
J.P. Morgan March 2012 - July 2013
JP Morgan Investment Management January 2007 - March 2012
Huntington National Bank August 2003 - January 2007
Smith Barney January 1998 - August 2002
Skills
Application Development, Requirements Analysis, Equities, Asset Management, Sybase, Business Analysis, System Deployment, Software Deployment, Agile Methodologies, Production Support, Oracle, Business Objects, ETL, Informatica, Trading Systems, Longview, Software Development, Asset Managment, SDLC, Fixed Income, Investment Banking, Derivatives, Equity Trading, Equity Derivatives, Unix, VBA, Unix Shell Scripting, Swaps, SOA, SQL, Crystal Reports
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
BBA, Finance
Townsend Harris
Systems Analyst 2001 - 2011
Merrill Lynch 2001 - 2011
J.P. Morgan 1995 - 1997
Skills
HP NonStop, COBOL, SQL, Business Analysis, Production Support, Application Development
Education
Pace University 1979 — 1981
Accounting / Computer Science
Baruch College 1970 — 1973
Accounting
J.P. Morgan May 2015 - Present
Credit Suisse June 2013 - May 2015
Espirito Santo Investment Bank January 2009 - June 2013
Your Home International 2007 - 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Universidade Estadual de Londrina 2001 — 2004
BA, English Language and Literature/Letters
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
The Ticker January 2010 - June 2011
US Securities and Exchange Commission June 2010 - August 2010
The Ticker August 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Operations Management
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Operations Management
J.P. Morgan Senior Wealth AdvisorFusion Family Wealth, LLCNovember 2013 - February 2015
UBS Financial Services Inc. May 2008 - November 2013
Morgan Stanley Smith Barney 2003 - 2008
Skills
Financial Services, Asset Management, Investments, Securities, Corporate Finance, Valuation, Private Equity, Investor Relations, Trading, Strategic Planning, Asset Allocation, Capital Markets, Customer Satisfaction, Real Estate, Fixed Income, Financial Reporting, Fund Of Funds, Investment Management, Analysis, Mergers & Acquisitions, Investment Properties, Microsoft Excel, Portfolio Management, Real Estate Development, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master of Business Administration (M.B.A.), Investments and Finance - Zicklin School of Business
Touro College 1998 — 2001
Bachelor of Arts (B.A.), Finance & Computers
J.P. Morgan October 2010 - Present
Chase Investment Services Corp. June 2009 - October 2010
Chase Investment Services Corp. July 2008 - May 2009
Bay Ridge Financial Group July 2008 - May 2009
American Business November 2007 - June 2008
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Finance & Investments
Baruch College, City University of New York (CUNY) 2005 — 2009
Finance & Investments
J.P. Morgan September 1987 - Present
Bank Julius Baer of Switzerland (NY Office) June 1985 - September 1987
Education
LIU Brooklyn 1993 — 1995
Master's Degree, Computer Science
Baruch College, City University of New York (CUNY) 1981 — 1985
Bachelor's Degree, Computer Sience
Queensborough Community College 1979 — 1981
Associate's Degree, Computer and Information Sciences, General
HL College of Commerce 1974 — 1977
Bachelor's Degree, Accounting and Business/Management
J.P. Morgan March 2015 - Present
Ayaan January 2014 - February 2015
ESquared Hospitality (Subsidiary of Juno Investments) September 2012 - January 2014
Juno Investments LLC May 2012 - September 2012
MRI Software LLC (Workspeed Management LLC) July 2011 - May 2012
Workspeed January 2011 - June 2011
Workspeed February 2010 - January 2011
H&R Block December 2009 - April 2010
Volunteer Income Tax Assistance (V.I.T.A) January 2009 - April 2009
Crescent Accounting and Tax Services September 2006 - May 2008
Skills
Accounting, Bookkeeping, Cash Management, Tax Preparation, Client Services, Microsoft Office, Individual Taxation, Billing, Internal Communications, Research, Tax Accounting, Invoicing, Tax, Variance Analysis, Tax Returns, Cash Flow, Internal Audit, Payroll, Accounts Payable, General Ledger, QuickBooks, Auditing, Accounts Receivable, US GAAP, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelors, Accounting
Capital One February 2015 - Present
Capital One Investments August 2012 - February 2015
J.P. Morgan November 2007 - July 2012
Skills
Series 63, Equity Trading, Personal Finance, Variable Annuities, Business Analysis, CRM, Negotiation, Corporate Actions, Trading Systems, Credit Derivatives, Managing Accounts, Series 7, Series 24, Series 53, Series 65, Wealth Management, 401k, Asset Allocation, Asset Management, Banking, Capital Markets, ETFs, FINRA, Financial Services, Investments, Mutual Funds, Securities, Strategic Financial..., Wealth Management...
Education
City University of New York-Baruch College - Zicklin School of Business
Finance
JP Morgan Chase March 2011 - September 2011
J.P. Morgan October 1999 - May 2009
J.P. Morgan January 1999 - October 1999
J.P. Morgan November 1986 - December 1998
Skills
Risk Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
B.B.A., Computer Information Systems
J.P. Morgan May 1998 - Present
Skills
Derivatives, Options
Education
Pace University - Lubin School of Business 1995 — 1998
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1992 — 1995
BA, Finance and investments
J.P. Morgan May 2014 - Present
Bryant Park Capital July 2012 - August 2013
Bryant Park Capital June 2011 - May 2012
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Capital IQ, Economics, ThomsonOne, Capital Markets, Private Equity
Education
Baruch College, City University of New York (CUNY) 2007 — 2012
Bachelor of Business Administration (BBA), Finance & Investments
University of Oregon 2007 — 2008
Bachelor of Business Administration (BBA), Economics
Universidad Peruana de Ciencias Aplicadas 2007 — 2007
Bachelor of Business Administration (BBA), Negocios Internacionales
Morgan Stanley July 2014 - Present
J.P. Morgan January 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns 2005 - 2007
Skills
Market Risk, Derivatives, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Fixed Income, Investments, Financial Risk, Risk Management, VAR, FX Options, Hedge Funds, Investment Banking
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Finance, General
NYU, SCPS 2006 — 2006
Certificate in Financial Risk Management, Risk Management
Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
J.P. Morgan February 2015 - Present
J.P. Morgan March 2014 - January 2015
J.P. Morgan February 2012 - March 2014
J.P. Morgan March 2010 - January 2012
JP Morgan Chase February 2008 - March 2010
GE Commercial Finance June 2007 - January 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor in Business Administration, Major in Finance and Investments and Minors in Economics, Interdisciplinary Studies of New York City
Riverstone Holdings LLC October 2014 - Present
J.P. Morgan December 2013 - October 2014
J.P. Morgan May 2011 - December 2013
New York Hall of Science September 2007 - August 2010
New York Hall of Science June 2004 - September 2007
Skills
Financial Reporting, Private Equity, Fund Accounting, Investments, Financial Services, Financial Statements, Financial Analysis, Auditing, Accounting, Investran, Data Exchange, Microsoft Excel, Microsoft Word, Microsoft Office, Intralink, SIRSI, Windows, Mac OS
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor's Degree, Economics
J.P. Morgan July 2013 - Present
Neuberger Berman February 2011 - April 2013
J.P. Morgan July 2007 - February 2011
Skills
Investments, Bloomberg, Equities, Series 7, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Capital Markets, Financial Analysis, Financial Modeling, Finance, Financial Services, Sales
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
B.B.A., Accounting
J.P. Morgan February 2015 - Present
JPMorgan Chase, N.A. March 2012 - February 2015
National Securities Corporation March 2010 - October 2011
Morgan Stanley Smith Barney July 2008 - July 2010
Education
City University of New York-Baruch College 2005 — 2011
BBA, Finance and Investments, Psychology Minor
Baruch College, City University of New York (CUNY)
J.P. Morgan September 2013 - Present
Financial Women's Association July 2011 - December 2013
JPMorgan Chase June 2012 - August 2012
Financial Women's Association & HSBC May 2012 - June 2012
Du Pasquier & Co. September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
UBS Wealth Management January 2011 - May 2011
AXA Equitable January 2010 - March 2010
York University February 2009 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance & Investments
Bronte College of Canada - High School
Ontario Secondary School Diploma, Grade 12
Sri Sedaya - Subang Jaya
SPM, Science
J.P. Morgan June 2014 - Present
Skills
Banking, Financial Analysis, Team Leadership, Sales, Customer Service, Financial Risk, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Teamwork
Education
Baruch College 2011 — 2014
Bachelors, Finance
Morgan Stanley April 2015 - Present
Morgan Stanley January 2013 - Present
J.P. Morgan April 2012 - January 2013
Morgan Stanley April 2010 - April 2012
Morgan Stanley October 2009 - April 2010
Morgan Stanley November 2007 - October 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Risk Management, Financial Risk, Policy, Banking, Management, Operations, Credit, Leadership, Loans, Outsourcing, Training, Operational Risk..., Securities, Analysis, Derivatives, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Statistics
Emory University 1997 — 2001
BA, Economics, Mathematics
J.P. Morgan September 2014 - Present
J.P. Morgan March 2011 - August 2014
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Metrics Reporting, Equities, Fixed Income, Bloomberg, Hedge Funds, Securities, Prime Brokerage, Financial Modeling, Banking, Investments, Loans, Finance, Loan Origination
Education
Baruch College 2008 — 2011
BBA, Finance & investments
J.P. Morgan
Education
Saint Peter's University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baruch College, City University of New York (CUNY) 1993 — 1996
Bachelor of Business Administration (BBA), International Marketing
BrightGrid Solar, Inc. April 2012 - Present
Helios Energy Systems, LLC March 2011 - April 2012
Helios Energy Systems, LLC August 2010 - February 2011
J.P. Morgan September 2008 - March 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA, Finance and Real Estate
Columbia University Teachers College
NYREI
Assured Guaranty February 1998 - Present
Nippon Credit Trust Company 1993 - 1998
J.P. Morgan 1988 - 1993
Education
Baruch College 1998 — 2005
Bachelor of Science (B.S.), Human Resources Management
Laguardia Community College
Associate's degree, Business Administration
Cornerstone Research July 2014 - Present
Cornerstone Research August 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Global Credit Services October 2010 - June 2011
Skills
SAS, DCF, Valuation, Economics, Data Analysis, Microsoft Excel, Statistics, Credit Risk, Econometrics
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Arts (B.A.), Mathematics; Economics
Macaulay Honors College at The City University of New York 2008 — 2012
Bachelor of Arts (B.A.), Mathematics; Economics
Stuyvesant High School 2004 — 2008
Imports Automotive Group 2008 - Present
J.P. Morgan 1986 - 1989
PricewaterhouseCoopers August 1982 - 1986
Skills
Accounting
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), ACCOUNTING
J.P. Morgan January 2013 - Present
JPMorgan Chase 2011 - February 2013
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Goldman Sachs May 2015 - Present
J.P. Morgan 2013 - 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Sales, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Business, Management, Marketing, and Related Support Services, Sophomore
Retired USA July 2013 - Present
HSBC Global Banking and Markets April 2000 - July 2013
J.P. Morgan April 1994 - April 2000
Banco Interacciones January 1994 - April 1994
Vontobel Asset Management August 1987 - January 1994
New York Stock Exchange April 1982 - August 1987
EF Hutton & Company September 1965 - April 1982
Skills
Management, Leadership, Training, Microsoft Excel, Financial Services, Equities, Banking, Securities, Financial Markets, Consulting, Finance, Trading, Options, Structured Products, Settlement, FINRA, Operational Risk..., Portfolio Management, Risk Management, Asset Management, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1977 — 1985
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint John's Preparatory School 1960 — 1964
College Preparatory, College Preparatory Academics
J.P. Morgan June 2012 - Present
J.P. Morgan September 2011 - May 2012
Tabla June 2008 - December 2010
Skills
PowerPoint, Microsoft Excel, Debt Management, Pitch Books, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor's degree, Finance, General
Washington Irving Highschool 2004 — 2008