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
Marcelina Cadet Marcelina Cadet's J.P. Morgan Experience January 1989 - July 1993
Job Executive Assistant at American Express
Industry Financial Services
Experience
American Express November 2011 - Present
American Express September 2007 - November 2011
Critz Auto Group January 2002 - July 2004
EWA 1999 - 2002
J.P. Morgan January 1989 - July 1993
Skills
Office Management, Global Human Resources..., Budgets, Spreadsheets, Presentations, Desktop Publishing, Travel Arrangements, Planning & Execution of..., Database Administration, Procurement, Technical Writing, Office 2010, SharePoint, Visio, Microsoft Publisher, InDesign, Outlook, Lotus Notes, ACT!, Dreamweaver, Snag It, Administrative..., Customer Service, Microsoft Excel, Call Centers, Microsoft Office
Education
Nova Southeastern University 2008 — 2015
Pursuing a Bachelor of Business Administration (BBA)
American Express November 2011 - Present
American Express September 2007 - November 2011
Critz Auto Group January 2002 - July 2004
EWA 1999 - 2002
J.P. Morgan January 1989 - July 1993
Skills
Office Management, Global Human Resources..., Budgets, Spreadsheets, Presentations, Desktop Publishing, Travel Arrangements, Planning & Execution of..., Database Administration, Procurement, Technical Writing, Office 2010, SharePoint, Visio, Microsoft Publisher, InDesign, Outlook, Lotus Notes, ACT!, Dreamweaver, Snag It, Administrative..., Customer Service, Microsoft Excel, Call Centers, Microsoft Office
Education
Nova Southeastern University 2008 — 2015
Pursuing a Bachelor of Business Administration (BBA)
Dan Sammarco Dan Sammarco's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate at Kellogg School of Management
Industry Consumer Goods
Experience
Kellogg School of Management August 2014 - Present
J.P. Morgan June 2015 - August 2015
PepsiCo April 2013 - July 2014
PepsiCo June 2011 - April 2013
PepsiCo June 2009 - June 2011
PepsiCo May 2007 - August 2008
Skills
Forecasting, Supply Chain, Variance Analysis, Inventory Management, Budgets, Accounting, Cost Accounting, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, SAP, Data Analysis, Internal Audit, Microsoft Office
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Accounting, and Strategy
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance
Kellogg School of Management August 2014 - Present
J.P. Morgan June 2015 - August 2015
PepsiCo April 2013 - July 2014
PepsiCo June 2011 - April 2013
PepsiCo June 2009 - June 2011
PepsiCo May 2007 - August 2008
Skills
Forecasting, Supply Chain, Variance Analysis, Inventory Management, Budgets, Accounting, Cost Accounting, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, SAP, Data Analysis, Internal Audit, Microsoft Office
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Accounting, and Strategy
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance
Fearon Melton Fearon Melton's J.P. Morgan Experience 2012 - 2012
Job Assistant Vice President at MB Real Estate
Industry Real Estate
Experience
MB Real Estate March 2015 - Present
MB Real Estate August 2013 - March 2015
J.P. Morgan 2012 - 2012
F. Melton, Inc 2006 - 2010
Allen Tate Realtors 2005 - 2006
Skills
Valuation, Financial Modeling, Finance, Financial Analysis, Real Estate, Investments, Mergers & Acquisitions, Investment Properties, Due Diligence, Asset Management, Private Equity, Real Estate Economics, Strategy, Real Estate Transactions, Financial Accounting, Corporate Finance, Business Strategy
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Real Estate
University of North Carolina at Chapel Hill
BA, Economics
MB Real Estate March 2015 - Present
MB Real Estate August 2013 - March 2015
J.P. Morgan 2012 - 2012
F. Melton, Inc 2006 - 2010
Allen Tate Realtors 2005 - 2006
Skills
Valuation, Financial Modeling, Finance, Financial Analysis, Real Estate, Investments, Mergers & Acquisitions, Investment Properties, Due Diligence, Asset Management, Private Equity, Real Estate Economics, Strategy, Real Estate Transactions, Financial Accounting, Corporate Finance, Business Strategy
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Real Estate
University of North Carolina at Chapel Hill
BA, Economics
Paul Cleveland Paul Cleveland's J.P. Morgan Experience June 1996 - May 2004
Job President and Chief Executive Officer, Celladon Corporation
Industry Biotechnology
Experience
Alder Biopharmaceuticals Inc. (Nasdaq: ALDR) August 2015 - Present
Celladon Corporation 2014 - Present
Sangamo BioSciences April 2007 - Present
Aragon Pharmaceuticals, Inc. February 2013 - August 2013
Mohr Davidow Ventures January 2011 - February 2013
Affymax January 2006 - January 2011
J.P. Morgan June 1996 - May 2004
Hambrecht & Quist June 1996 - June 2000
Cooley LLP 1993 - 1996
Skills
CFOs, M&A execution, Public Company..., Board of Directors, Biotechnology, CEOs, Biopharmaceuticals, Venture Capital, Corporate Development, Commercialization, Corporate Finance, Valuation, Mergers & Acquisitions, Clinical Development, Life Sciences, Lifesciences, Strategy, Due Diligence, Private Equity, Pharmaceutical Industry, Start-ups
Education
Northwestern University School of Law 1978 — 1981
Doctor of Law (JD)
Washington University in St. Louis 1974 — 1978
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Alder Biopharmaceuticals Inc. (Nasdaq: ALDR) August 2015 - Present
Celladon Corporation 2014 - Present
Sangamo BioSciences April 2007 - Present
Aragon Pharmaceuticals, Inc. February 2013 - August 2013
Mohr Davidow Ventures January 2011 - February 2013
Affymax January 2006 - January 2011
J.P. Morgan June 1996 - May 2004
Hambrecht & Quist June 1996 - June 2000
Cooley LLP 1993 - 1996
Skills
CFOs, M&A execution, Public Company..., Board of Directors, Biotechnology, CEOs, Biopharmaceuticals, Venture Capital, Corporate Development, Commercialization, Corporate Finance, Valuation, Mergers & Acquisitions, Clinical Development, Life Sciences, Lifesciences, Strategy, Due Diligence, Private Equity, Pharmaceutical Industry, Start-ups
Education
Northwestern University School of Law 1978 — 1981
Doctor of Law (JD)
Washington University in St. Louis 1974 — 1978
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Daniella Gershon's J.P. Morgan Experience June 2014 - August 2014
Job Financial Analyst Development Intern: Asset Management Planning and Analysis at J.P. Morgan
Industry
Experience
J.P. Morgan June 2014 - August 2014
Gazit Globe June 2013 - August 2013
Hollister Co. June 2012 - August 2012
Video Camera Center June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Finance
Education
NYU Stern School of Business 2011 — 2015
Accounting and Finance
Nova Southeastern University 2008 — 2011
Hillel Community Day School 1996 — 2007
J.P. Morgan June 2014 - August 2014
Gazit Globe June 2013 - August 2013
Hollister Co. June 2012 - August 2012
Video Camera Center June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Finance
Education
NYU Stern School of Business 2011 — 2015
Accounting and Finance
Nova Southeastern University 2008 — 2011
Hillel Community Day School 1996 — 2007
Chad Davidson Chad Davidson's J.P. Morgan Experience October 2007 - May 2010
Job Senior Account Executive at Comcast Business
Industry Consumer Services
Experience
Comcast Business February 2013 - Present
Target September 2011 - February 2013
Windstream Communications August 2010 - September 2011
J.P. Morgan October 2007 - May 2010
Skills
Performance Management, Employee Relations, Recruiting, Talent Acquisition, Human Resources, Talent Management, Employee Benefits, Coaching, Account Management, HR Policies, Applicant Tracking..., Performance Appraisal, Temporary Placement, Hiring, Employee Engagement, Management, Call Centers, Analysis, Benefits Administration, Training, Onboarding, Organizational..., Deferred Compensation, Workforce Planning, Sales, Employee Training, Time Management, Succession Planning, Interviews, Process Improvement, Policy, New Hire Orientations, Payroll, Personnel Management, CRM, HRIS, College Recruiting, Cold Calling, FMLA, Team Building, Sourcing, Leadership, PeopleSoft, Resume Writing, Leadership Development, Technical Recruiting, Organizational..., Sales Operations, Conflict Resolution, Customer Service
Education
Nova Southeastern University 2009 — 2011
MBA, Business
Northwood University 2005 — 2007
Bachelor of Business Administration, Banking and Finance
University of Northern Iowa 2002 — 2005
Business Administration and Management, General
Comcast Business February 2013 - Present
Target September 2011 - February 2013
Windstream Communications August 2010 - September 2011
J.P. Morgan October 2007 - May 2010
Skills
Performance Management, Employee Relations, Recruiting, Talent Acquisition, Human Resources, Talent Management, Employee Benefits, Coaching, Account Management, HR Policies, Applicant Tracking..., Performance Appraisal, Temporary Placement, Hiring, Employee Engagement, Management, Call Centers, Analysis, Benefits Administration, Training, Onboarding, Organizational..., Deferred Compensation, Workforce Planning, Sales, Employee Training, Time Management, Succession Planning, Interviews, Process Improvement, Policy, New Hire Orientations, Payroll, Personnel Management, CRM, HRIS, College Recruiting, Cold Calling, FMLA, Team Building, Sourcing, Leadership, PeopleSoft, Resume Writing, Leadership Development, Technical Recruiting, Organizational..., Sales Operations, Conflict Resolution, Customer Service
Education
Nova Southeastern University 2009 — 2011
MBA, Business
Northwood University 2005 — 2007
Bachelor of Business Administration, Banking and Finance
University of Northern Iowa 2002 — 2005
Business Administration and Management, General
Alejandro Hauser Alejandro Hauser's J.P. Morgan Experience July 2008 - November 2010
Job Student at Northwestern University Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
J.P. Morgan July 2008 - November 2010
Skills
Financial Modeling
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Stanford University 2004 — 2008
BS, Management Science & Engineering
J.P. Morgan July 2008 - November 2010
Skills
Financial Modeling
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Stanford University 2004 — 2008
BS, Management Science & Engineering
Garry Mack Garry Mack's J.P. Morgan Experience June 2009 - September 2010
Job Sales Consultant at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility December 2010 - Present
J.P. Morgan June 2009 - September 2010
The Dako Group January 2008 - January 2009
Circuit City October 2003 - January 2007
Skills
Sales Operations, Marketing, Team Building, Business Development, Staff Development, Coaching, Banking, Retail Sales, CRM Integration, Wireless, Quota Achievement, Revenue Growth..., Customer Service
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Computer Software Engineering
Oakland Community College 1997 — 1998
Oakland University 1995 — 1997
AT&T Mobility December 2010 - Present
J.P. Morgan June 2009 - September 2010
The Dako Group January 2008 - January 2009
Circuit City October 2003 - January 2007
Skills
Sales Operations, Marketing, Team Building, Business Development, Staff Development, Coaching, Banking, Retail Sales, CRM Integration, Wireless, Quota Achievement, Revenue Growth..., Customer Service
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Computer Software Engineering
Oakland Community College 1997 — 1998
Oakland University 1995 — 1997
Maria Rapotina Maria Rapotina's J.P. Morgan Experience January 2011 - December 2011
Job Student at The University of Edinburgh
Industry Banking
Experience
J.P. Morgan January 2011 - December 2011
JPMorgan Chase August 2007 - December 2010
Prosperity Asset Management February 2004 - July 2007
Cowan Financial Group November 2001 - January 2004
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Master of Business Administration (MBA), Finance, General
The University of Edinburgh 2012 — 2013
Master of Business Administration (MBA), Finance, General
UADE 1994 — 1999
Bachelor's degree, International Business
J.P. Morgan January 2011 - December 2011
JPMorgan Chase August 2007 - December 2010
Prosperity Asset Management February 2004 - July 2007
Cowan Financial Group November 2001 - January 2004
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Master of Business Administration (MBA), Finance, General
The University of Edinburgh 2012 — 2013
Master of Business Administration (MBA), Finance, General
UADE 1994 — 1999
Bachelor's degree, International Business
Joanna Morrison's J.P. Morgan Experience September 2014 - Present
Job Trust Administrator at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan September 2014 - Present
Levin & Perconti May 2012 - March 2014
Internal Revenue Service January 2013 - May 2013
Dykema May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
Northwestern University School of Law 2013 — 2014
Master of Laws (LLM), Taxation
Vanderbilt University Law School 2010 — 2013
Doctor of Law (JD)
University of Michigan 2006 — 2010
Bachelor's Degree, Political Science and Psychology
J.P. Morgan September 2014 - Present
Levin & Perconti May 2012 - March 2014
Internal Revenue Service January 2013 - May 2013
Dykema May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
Northwestern University School of Law 2013 — 2014
Master of Laws (LLM), Taxation
Vanderbilt University Law School 2010 — 2013
Doctor of Law (JD)
University of Michigan 2006 — 2010
Bachelor's Degree, Political Science and Psychology
Jeffrey Morrison, CFP®'s J.P. Morgan Experience June 2005 - November 2009
Job Senior Portfolio Manager at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services November 2009 - Present
J.P. Morgan June 2005 - November 2009
First Tennessee Bank February 2004 - August 2005
Charles Schwab November 2002 - February 2004
Charles Schwab February 2001 - November 2002
Charles Schwab June 1999 - February 2001
Skills
Portfolio Management, Investments, Fixed Income, Equities, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Alternative Investments, Retirement Planning, Personal Financial..., Capital Markets, Hedge Funds, Investment Management, Financial Planning, Financial Advisory, Wealth Management..., Financial Services, Retirement, High Net Worth..., Finance, Private Equity, Risk Management, Investment Strategies
Education
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Finance, General
St. Louis University
Oglethorpe University 2001 — 2002
Financial Planning and Services
PNC Financial Services November 2009 - Present
J.P. Morgan June 2005 - November 2009
First Tennessee Bank February 2004 - August 2005
Charles Schwab November 2002 - February 2004
Charles Schwab February 2001 - November 2002
Charles Schwab June 1999 - February 2001
Skills
Portfolio Management, Investments, Fixed Income, Equities, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Alternative Investments, Retirement Planning, Personal Financial..., Capital Markets, Hedge Funds, Investment Management, Financial Planning, Financial Advisory, Wealth Management..., Financial Services, Retirement, High Net Worth..., Finance, Private Equity, Risk Management, Investment Strategies
Education
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Finance, General
St. Louis University
Oglethorpe University 2001 — 2002
Financial Planning and Services
Kimberly Carlini Kimberly Carlini's J.P. Morgan Experience 2005 - January 2012
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
JPMorgan Chase June 2011 - Present
J.P. Morgan 2005 - January 2012
J.P. Morgan 2000 - 2004
KPMG LLP September 1997 - November 2000
Skills
Finance, Management, Financial Analysis, Strategy, Strategic Planning, Process Improvement, Risk Management, Leadership, Fixed Income
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Analytical Consulting, Strategy
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelors, Accountancy
Libertyville high school
JPMorgan Chase June 2011 - Present
J.P. Morgan 2005 - January 2012
J.P. Morgan 2000 - 2004
KPMG LLP September 1997 - November 2000
Skills
Finance, Management, Financial Analysis, Strategy, Strategic Planning, Process Improvement, Risk Management, Leadership, Fixed Income
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Analytical Consulting, Strategy
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelors, Accountancy
Libertyville high school
Anna Liu's J.P. Morgan Experience July 2011 - August 2013
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
The Kraft Heinz Company August 2015 - Present
Kellogg School of Management August 2013 - June 2015
Nestle S.A. June 2014 - August 2014
J.P. Morgan July 2011 - August 2013
J.P. Morgan July 2008 - July 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
The University of Texas at Austin 2004 — 2008
Undergraduate, Business Honors Program and Finance
The Kraft Heinz Company August 2015 - Present
Kellogg School of Management August 2013 - June 2015
Nestle S.A. June 2014 - August 2014
J.P. Morgan July 2011 - August 2013
J.P. Morgan July 2008 - July 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
The University of Texas at Austin 2004 — 2008
Undergraduate, Business Honors Program and Finance
Adam Crites Adam Crites's J.P. Morgan Experience December 2014 - Present
Job I write stuff, among other things.
Industry Writing and Editing
Experience
J.P. Morgan December 2014 - Present
Crites Writes January 2010 - Present
West Ohio Conference of the United Methodist Church March 2009 - Present
Xcelerate Media, Inc. May 2013 - May 2014
Xcelerate Media, Inc. February 2012 - May 2013
Hilliard City School District November 2007 - May 2012
Sylvan Learning October 2007 - 2012
Westerville City Schools December 2007 - December 2011
Beulah Beach Camp and Retreat Center May 2005 - May 2011
Skills
Journalism, Copy Editing, Feature Writing, Social Media, Teaching English, Teaching Writing, Teaching Experience, Typing, Creative Writing, Poetry, Proofreading, Copywriting, Writing, Feature Articles, Social Media Marketing, Curriculum Design, Social Networking, Teaching English as a..., Teacher Training, Editing, Newsletters, News Writing, Teaching, Event Planning, Public Relations, Media Relations, Classroom
Education
Nyack College 2001 — 2005
Bachelor of Arts, English and Secondary Education
J.P. Morgan December 2014 - Present
Crites Writes January 2010 - Present
West Ohio Conference of the United Methodist Church March 2009 - Present
Xcelerate Media, Inc. May 2013 - May 2014
Xcelerate Media, Inc. February 2012 - May 2013
Hilliard City School District November 2007 - May 2012
Sylvan Learning October 2007 - 2012
Westerville City Schools December 2007 - December 2011
Beulah Beach Camp and Retreat Center May 2005 - May 2011
Skills
Journalism, Copy Editing, Feature Writing, Social Media, Teaching English, Teaching Writing, Teaching Experience, Typing, Creative Writing, Poetry, Proofreading, Copywriting, Writing, Feature Articles, Social Media Marketing, Curriculum Design, Social Networking, Teaching English as a..., Teacher Training, Editing, Newsletters, News Writing, Teaching, Event Planning, Public Relations, Media Relations, Classroom
Education
Nyack College 2001 — 2005
Bachelor of Arts, English and Secondary Education
Sarah Hellman's J.P. Morgan Experience January 2014 - August 2015
Job MBA candidate at Kellogg School of Management
Industry Financial Services
Experience
J.P. Morgan January 2014 - August 2015
J.P. Morgan December 2012 - January 2014
J.P. Morgan June 2010 - December 2012
Allstate May 2009 - August 2009
Magen David Adom in Israel June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Broker-Dealer, Mergers & Acquisitions, Portfolio Management, Finance, Equities, Risk Management, Credit, Private Equity
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA candidate
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics
J.P. Morgan January 2014 - August 2015
J.P. Morgan December 2012 - January 2014
J.P. Morgan June 2010 - December 2012
Allstate May 2009 - August 2009
Magen David Adom in Israel June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Broker-Dealer, Mergers & Acquisitions, Portfolio Management, Finance, Equities, Risk Management, Credit, Private Equity
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA candidate
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics
Liria Gjolaj Liria Gjolaj's J.P. Morgan Experience May 2013 - Present
Job Client Service Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
JPMorgan Chase September 2011 - May 2013
Skills
Series 7, Series 63
Education
Oakland University 2006 — 2011
Bachelor of Arts (B.A.), Psychology
J.P. Morgan May 2013 - Present
JPMorgan Chase September 2011 - May 2013
Skills
Series 7, Series 63
Education
Oakland University 2006 — 2011
Bachelor of Arts (B.A.), Psychology
Eric Lipinski, CAMS Eric Lipinski, CAMS's J.P. Morgan Experience October 2014 - Present
Job KYC Officer at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan October 2014 - Present
Inspiration Corporation March 2010 - Present
J.P. Morgan April 2013 - October 2014
Saper Law Offices September 2012 - January 2013
Donovan & Watkins April 2012 - September 2012
Solo Practitioner March 2012 - August 2012
Legal Aid Society November 2011 - April 2012
Chicago-Kent College of Law September 2011 - March 2012
Synergy Legal Staffing February 2012 - February 2012
Thomas B. Cahill, P.C. December 2011 - January 2012
Skills
Legal Research, Litigation
Education
University of Chicago 2012 — 2013
Certificate, Financial Decision Making
Chicago-Kent College of Law 2008 — 2011
Juris Doctor, Certificate, Environmental and Energy Law
Oakland University 2005 — 2008
Bachelor of Arts, English
J.P. Morgan October 2014 - Present
Inspiration Corporation March 2010 - Present
J.P. Morgan April 2013 - October 2014
Saper Law Offices September 2012 - January 2013
Donovan & Watkins April 2012 - September 2012
Solo Practitioner March 2012 - August 2012
Legal Aid Society November 2011 - April 2012
Chicago-Kent College of Law September 2011 - March 2012
Synergy Legal Staffing February 2012 - February 2012
Thomas B. Cahill, P.C. December 2011 - January 2012
Skills
Legal Research, Litigation
Education
University of Chicago 2012 — 2013
Certificate, Financial Decision Making
Chicago-Kent College of Law 2008 — 2011
Juris Doctor, Certificate, Environmental and Energy Law
Oakland University 2005 — 2008
Bachelor of Arts, English
Bryan S. Taylor Bryan S. Taylor's J.P. Morgan Experience June 2011 - April 2012
Job Associate Internal Client Advisor, J.P. Morgan Funds
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2013 - Present
JPMorgan Chase May 2012 - August 2013
J.P. Morgan June 2011 - April 2012
City of Columbus August 2008 - March 2012
Nationwide Insurance February 2008 - October 2010
Nationwide Insurance February 2008 - January 2009
Nationwide June 2006 - February 2008
JPMorgan Chase February 2003 - July 2006
Education
Ohio Dominican University 2009 — 2011
MBA, Finance
The Ohio State University 2008 — 2008
Bachelor of Science in Agriculture, Sen. Ray Miller Institute for Change and Leadership, 3 Continuing Education Units
The Ohio State University 1997 — 2002
Bachelors of Science in Agriculture, Specializing in Agricultural Business and Applied Economics
J.P. Morgan Asset Management August 2013 - Present
JPMorgan Chase May 2012 - August 2013
J.P. Morgan June 2011 - April 2012
City of Columbus August 2008 - March 2012
Nationwide Insurance February 2008 - October 2010
Nationwide Insurance February 2008 - January 2009
Nationwide June 2006 - February 2008
JPMorgan Chase February 2003 - July 2006
Education
Ohio Dominican University 2009 — 2011
MBA, Finance
The Ohio State University 2008 — 2008
Bachelor of Science in Agriculture, Sen. Ray Miller Institute for Change and Leadership, 3 Continuing Education Units
The Ohio State University 1997 — 2002
Bachelors of Science in Agriculture, Specializing in Agricultural Business and Applied Economics
Michael Quell, CFA Michael Quell, CFA's J.P. Morgan Experience June 2008 - July 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
Kellogg School of Management August 2012 - June 2014
3M June 2013 - August 2013
J.P. Morgan June 2008 - July 2012
J.P. Morgan May 2007 - August 2007
Fareed Wealth Management January 2007 - May 2007
DaimlerChrysler May 2005 - August 2006
Skills
Strategy, Finance, Investment Banking, Business Development, Corporate Finance, Financial Modeling, Financial Analysis, Capital Markets, Trading, Equities, Structured Finance, Management Consulting, Securitization, Fixed Income, Consulting, Strategic Consulting
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA) with Distinction, Finance, Management & Strategy, Accounting, GPA: 3.96 / 4.00
Vanderbilt University 2004 — 2008
Bachelor of Arts, cum laude, Economics
McKinsey & Company August 2014 - Present
Kellogg School of Management August 2012 - June 2014
3M June 2013 - August 2013
J.P. Morgan June 2008 - July 2012
J.P. Morgan May 2007 - August 2007
Fareed Wealth Management January 2007 - May 2007
DaimlerChrysler May 2005 - August 2006
Skills
Strategy, Finance, Investment Banking, Business Development, Corporate Finance, Financial Modeling, Financial Analysis, Capital Markets, Trading, Equities, Structured Finance, Management Consulting, Securitization, Fixed Income, Consulting, Strategic Consulting
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA) with Distinction, Finance, Management & Strategy, Accounting, GPA: 3.96 / 4.00
Vanderbilt University 2004 — 2008
Bachelor of Arts, cum laude, Economics
Ralph Petit Ralph Petit's J.P. Morgan Experience December 2010 - June 2012
Job Third Party Oversight Manager
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
Citi February 2014 - July 2015
USAA June 2012 - December 2013
J.P. Morgan December 2010 - June 2012
Bright House Networks October 2008 - November 2009
Skills
Business Analysis, Disaster Recovery, Risk Management, Vendor Management, Change Management, Banking, Process Improvement, Management, Financial Analysis, Team Building, Analysis, Customer Service, Leadership, Microsoft Office, Project Management
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), International Business
University of South Florida 2004 — 2008
Finance, General
E*TRADE Financial Corporation August 2015 - Present
Citi February 2014 - July 2015
USAA June 2012 - December 2013
J.P. Morgan December 2010 - June 2012
Bright House Networks October 2008 - November 2009
Skills
Business Analysis, Disaster Recovery, Risk Management, Vendor Management, Change Management, Banking, Process Improvement, Management, Financial Analysis, Team Building, Analysis, Customer Service, Leadership, Microsoft Office, Project Management
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), International Business
University of South Florida 2004 — 2008
Finance, General
Gregory Klotz's J.P. Morgan Experience July 2010 - September 2013
Job MBA Candidate at Kellogg School of Management
Industry Management Consulting
Experience
Kepler Cannon September 2013 - June 2015
J.P. Morgan July 2010 - September 2013
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Marketing & Advertising
Kepler Cannon September 2013 - June 2015
J.P. Morgan July 2010 - September 2013
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Marketing & Advertising
Glenton Davis's J.P. Morgan Experience June 2007 - October 2009
Job JDMBA Candidate, Northwestern University
Industry Internet
Experience
Northwestern University June 2013 - Present
Microsoft June 2015 - September 2015
Foley & Lardner LLP May 2015 - June 2015
Foley & Lardner LLP May 2014 - August 2014
Management Leadership for Tomorrow January 2012 - September 2013
The Mory's Association August 2012 - June 2013
RSR Partners January 2012 - June 2013
Soul Pop U, Inc. November 2009 - December 2012
EIFC October 2010 - January 2012
J.P. Morgan June 2007 - October 2009
Skills
Financial Services, Research, Leadership, Management Consulting, Business Development, Social Media, Financial Modeling, Recruiting, Investments, Public Speaking, Relationship Management, Start-ups, Talent Acquisition
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Media Management; Innovation & Entrepreneurship
Northwestern University School of Law 2013 — 2016
Doctor of Law (J.D.)
Yale University 2003 — 2007
BA, Economics
The Taft School 2000 — 2003
Northwestern University June 2013 - Present
Microsoft June 2015 - September 2015
Foley & Lardner LLP May 2015 - June 2015
Foley & Lardner LLP May 2014 - August 2014
Management Leadership for Tomorrow January 2012 - September 2013
The Mory's Association August 2012 - June 2013
RSR Partners January 2012 - June 2013
Soul Pop U, Inc. November 2009 - December 2012
EIFC October 2010 - January 2012
J.P. Morgan June 2007 - October 2009
Skills
Financial Services, Research, Leadership, Management Consulting, Business Development, Social Media, Financial Modeling, Recruiting, Investments, Public Speaking, Relationship Management, Start-ups, Talent Acquisition
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Media Management; Innovation & Entrepreneurship
Northwestern University School of Law 2013 — 2016
Doctor of Law (J.D.)
Yale University 2003 — 2007
BA, Economics
The Taft School 2000 — 2003
Funmi Afonja Funmi Afonja's J.P. Morgan Experience 2002 - 2002
Job Director at Standard and poor's
Industry Financial Services
Experience
Standard & Poor's July 2007 - Present
National City Bank (purchased by PNC Financial Services in 2008) July 2003 - June 2007
J.P. Morgan 2002 - 2002
GE Capital 1997 - January 2000
Skills
Credit Analysis, Leveraged Finance, Banking, Shipping, Due Diligence, Management, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Leadership, Metals and Mining, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Rutgers University-New Brunswick 1992 — 1995
BS
Standard & Poor's July 2007 - Present
National City Bank (purchased by PNC Financial Services in 2008) July 2003 - June 2007
J.P. Morgan 2002 - 2002
GE Capital 1997 - January 2000
Skills
Credit Analysis, Leveraged Finance, Banking, Shipping, Due Diligence, Management, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Leadership, Metals and Mining, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Rutgers University-New Brunswick 1992 — 1995
BS
Anthony Diglia Jr Anthony Diglia Jr's J.P. Morgan Experience March 2015 - Present
Job Project Manager, J.P. Morgan ; Engineer Officer, Ohio Army National Guard
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Ohio National Guard December 2013 - Present
Ohio National Guard June 2013 - September 2014
Ohio National Guard August 2010 - December 2013
Valley Athletics October 2012 - May 2013
Woodward Camp 2008 - 2012
Ohio University Athletics June 2010 - August 2010
Army Reserve Officer Training Corps / Bobcat Batallion September 2009 - August 2010
Ohio University Athletics March 2010 - June 2010
Ohio University 2008 - 2010
Skills
Risk Management, Team Leadership, Time Management, Photography, Public Speaking, Photoshop, Project Planning, Customer Service, Editing, Teaching, Graphic Design, PowerPoint, Microsoft Office, Leadership, Media Relations, Adobe Creative Suite, Event Planning, Social Media Marketing, Social Media, System Administration, Access, Research, Military Experience, Social Networking, Sales, Management, Government, Public Relations, Training, Critical Thinking, Security Clearance, Leadership Development, Microsoft Excel, Teamwork, Facebook, Sports, Event Management, Strategic Planning, Nonprofits, Community Outreach, Microsoft Word, Marketing, Team Building, Military, Budgets, Fundraising, Project Management, Advertising, Outlook, Data Analysis
Education
Ohio University 2006 — 2010
Bachelors, Sports Administration ; Minor Business
US Army Engineer School 2011 — 2011
Engineer Basic Officer Leadership Course
Perry High School (Lima, OH) 2002 — 2006
High School Diploma with Honors
J.P. Morgan March 2015 - Present
Ohio National Guard December 2013 - Present
Ohio National Guard June 2013 - September 2014
Ohio National Guard August 2010 - December 2013
Valley Athletics October 2012 - May 2013
Woodward Camp 2008 - 2012
Ohio University Athletics June 2010 - August 2010
Army Reserve Officer Training Corps / Bobcat Batallion September 2009 - August 2010
Ohio University Athletics March 2010 - June 2010
Ohio University 2008 - 2010
Skills
Risk Management, Team Leadership, Time Management, Photography, Public Speaking, Photoshop, Project Planning, Customer Service, Editing, Teaching, Graphic Design, PowerPoint, Microsoft Office, Leadership, Media Relations, Adobe Creative Suite, Event Planning, Social Media Marketing, Social Media, System Administration, Access, Research, Military Experience, Social Networking, Sales, Management, Government, Public Relations, Training, Critical Thinking, Security Clearance, Leadership Development, Microsoft Excel, Teamwork, Facebook, Sports, Event Management, Strategic Planning, Nonprofits, Community Outreach, Microsoft Word, Marketing, Team Building, Military, Budgets, Fundraising, Project Management, Advertising, Outlook, Data Analysis
Education
Ohio University 2006 — 2010
Bachelors, Sports Administration ; Minor Business
US Army Engineer School 2011 — 2011
Engineer Basic Officer Leadership Course
Perry High School (Lima, OH) 2002 — 2006
High School Diploma with Honors
Tiffany Ragland's J.P. Morgan Experience July 2015 - Present
Job Sr. Investments Specialist
Industry Banking
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase December 2010 - October 2014
JPMorgan Chase & Co. May 2010 - December 2012
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Portfolio Management, Series 63, Credit, Customer Service, Process Improvement, Mortgage Banking, Financial Services
Education
Ohio Dominican University 2005 — 2006
Masters, managerial business
The Ohio State University 1993 — 1998
Psychology/Consumer Affairs, PSYCHOLOGY/CONSUMER AFFAIRS
J.P. Morgan July 2015 - Present
JPMorgan Chase December 2010 - October 2014
JPMorgan Chase & Co. May 2010 - December 2012
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Portfolio Management, Series 63, Credit, Customer Service, Process Improvement, Mortgage Banking, Financial Services
Education
Ohio Dominican University 2005 — 2006
Masters, managerial business
The Ohio State University 1993 — 1998
Psychology/Consumer Affairs, PSYCHOLOGY/CONSUMER AFFAIRS
Daniela Garin's J.P. Morgan Experience March 2013 - August 2014
Job Executive Assistant at SFW Capital Partners
Industry Financial Services
Experience
SFW Capital Partners March 2015 - Present
J.P. Morgan March 2013 - August 2014
LS Transportation, Inc. September 2008 - February 2013
Finn Dixon & Herling LLP May 2007 - April 2008
Proliance International May 2005 - March 2007
Wiggin and Dana LLP June 2000 - April 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Private Banking, Microsoft Word, Notary Public, Salesforce.com, Financial Services, Evernote, Event Planning, Executive Calendar..., Research, Event Management, Corporate Events, Presentation Design, Design Research, Social Media
Education
Norwalk Community College 2012 — 2015
Port Chester Senior High School 1994 — 1998
SFW Capital Partners March 2015 - Present
J.P. Morgan March 2013 - August 2014
LS Transportation, Inc. September 2008 - February 2013
Finn Dixon & Herling LLP May 2007 - April 2008
Proliance International May 2005 - March 2007
Wiggin and Dana LLP June 2000 - April 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Private Banking, Microsoft Word, Notary Public, Salesforce.com, Financial Services, Evernote, Event Planning, Executive Calendar..., Research, Event Management, Corporate Events, Presentation Design, Design Research, Social Media
Education
Norwalk Community College 2012 — 2015
Port Chester Senior High School 1994 — 1998
David Sweas David Sweas's J.P. Morgan Experience July 2012 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Continental Automotive Systems July 2007 - August 2010
Trinity Consultants June 2006 - July 2007
Caterpillar Inc. June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA / Masters in Engineering Management
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Mechanical Engineering
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Continental Automotive Systems July 2007 - August 2010
Trinity Consultants June 2006 - July 2007
Caterpillar Inc. June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA / Masters in Engineering Management
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Mechanical Engineering
Jasjit Bindra Jasjit Bindra's J.P. Morgan Experience March 2008 - March 2013
Job Senior Manager at Golub Capital
Industry Investment Management
Experience
Golub Capital April 2015 - Present
GCM Grosvenor March 2013 - April 2015
J.P. Morgan March 2008 - March 2013
J.P. Morgan July 2005 - March 2008
Stryker May 2004 - August 2004
The Office of Lt. Governor Pat Quinn May 2003 - August 2003
Skills
Banking, Strategy, Financial Modeling, Valuation, Corporate Finance, Cross-functional Team..., Project Management, Business Analysis, Options, Hedge Funds, Vendor Management, Competitive Analysis, Market Analysis, Team Management, Futures, Business Development, Management, Fixed Income, Integration, Leadership
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management & Strategy
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Computer Science in Engineering, Finance
Golub Capital April 2015 - Present
GCM Grosvenor March 2013 - April 2015
J.P. Morgan March 2008 - March 2013
J.P. Morgan July 2005 - March 2008
Stryker May 2004 - August 2004
The Office of Lt. Governor Pat Quinn May 2003 - August 2003
Skills
Banking, Strategy, Financial Modeling, Valuation, Corporate Finance, Cross-functional Team..., Project Management, Business Analysis, Options, Hedge Funds, Vendor Management, Competitive Analysis, Market Analysis, Team Management, Futures, Business Development, Management, Fixed Income, Integration, Leadership
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management & Strategy
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Computer Science in Engineering, Finance
Dean A. Chamberlain Dean A. Chamberlain's J.P. Morgan Experience April 1999 - April 2001
Job Chief Executive Officer, Principal at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Ryan Farinacci's J.P. Morgan Experience February 2011 - November 2013
Job Branch Office Admin at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
J.P. Morgan February 2011 - November 2013
Skills
Series 7, Series 63, Windows, Linux, Microsoft Excel, Series 6, Life & Health Insurance..., Private Banking, Wealth Management, Client Liaison
Education
Nova Southeastern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.68
UBS December 2013 - Present
J.P. Morgan February 2011 - November 2013
Skills
Series 7, Series 63, Windows, Linux, Microsoft Excel, Series 6, Life & Health Insurance..., Private Banking, Wealth Management, Client Liaison
Education
Nova Southeastern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.68
Lloyd Mitchell Lloyd Mitchell's J.P. Morgan Experience October 2011 - Present
Job Senior Operations Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan October 2011 - Present
JPMorgan Chase January 2002 - October 2011
Skills
Team Leadership, Training, Loans, Sales, Finance, Analysis, Mortgage Lending, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking, Research, Customer Service, Community Outreach, Building Relationships, Negotiation, Communication, Account Servicing, Default servicing, Banking, Business Analysis, Credit, Customer Satisfaction, Financial Services, Data Analysis, Default
Education
Ohio Dominican University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Ohio Dominican University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
J.P. Morgan October 2011 - Present
JPMorgan Chase January 2002 - October 2011
Skills
Team Leadership, Training, Loans, Sales, Finance, Analysis, Mortgage Lending, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking, Research, Customer Service, Community Outreach, Building Relationships, Negotiation, Communication, Account Servicing, Default servicing, Banking, Business Analysis, Credit, Customer Satisfaction, Financial Services, Data Analysis, Default
Education
Ohio Dominican University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Ohio Dominican University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Brandon Coxen Brandon Coxen's J.P. Morgan Experience July 2013 - Present
Job Internal Client Advisor Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
JP Morgan Chase November 2010 - July 2013
JP Morgan Chase June 2009 - October 2010
Skills
Mortgage Lending, Sales, Relationship Management, Mutual Funds, Financial Analysis, Credit, Banking, Investments, Financial Markets, Equities, Securities, Sales Management, Direct Sales, Social Networking, Networking, Credit Analysis, Sales Operations, Sales Presentations, Negotiation
Education
Ohio University 2004 — 2008
J.P. Morgan July 2013 - Present
JP Morgan Chase November 2010 - July 2013
JP Morgan Chase June 2009 - October 2010
Skills
Mortgage Lending, Sales, Relationship Management, Mutual Funds, Financial Analysis, Credit, Banking, Investments, Financial Markets, Equities, Securities, Sales Management, Direct Sales, Social Networking, Networking, Credit Analysis, Sales Operations, Sales Presentations, Negotiation
Education
Ohio University 2004 — 2008
Ryan Marier, CRPC®'s J.P. Morgan Experience 2009 - February 2013
Job Private Wealth Advisor Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors Corp. 2013 - Present
J.P. Morgan 2009 - February 2013
JPMorgan Chase 2005 - 2009
TD May 2002 - September 2005
Skills
Series 7, Series 63, Life Insurance, Mutual Funds, Asset Management, Investments, Retirement, Strategic Financial..., Credit, Financial Services, Wealth Management, Loans, Securities, Banking, Asset Allocation, Finance, Investment Management, Retirement Planning
Education
Northwood University
Bachelor of Business Administration (B.B.A.), Business Management, Summa Cum Laude
Ryerson University
Associate's degree, Mechanical Engineering/Mechanical Technology/Technician
Lincoln Financial Advisors Corp. 2013 - Present
J.P. Morgan 2009 - February 2013
JPMorgan Chase 2005 - 2009
TD May 2002 - September 2005
Skills
Series 7, Series 63, Life Insurance, Mutual Funds, Asset Management, Investments, Retirement, Strategic Financial..., Credit, Financial Services, Wealth Management, Loans, Securities, Banking, Asset Allocation, Finance, Investment Management, Retirement Planning
Education
Northwood University
Bachelor of Business Administration (B.B.A.), Business Management, Summa Cum Laude
Ryerson University
Associate's degree, Mechanical Engineering/Mechanical Technology/Technician
Stephanie Williams-Wright Stephanie Williams-Wright's J.P. Morgan Experience January 2011 - Present
Job Senior Administrative Assistant at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan January 2011 - Present
Education
Northwood University-Texas
Bachelor of Business Administration (B.B.A.)
Skyline High School
J.P. Morgan January 2011 - Present
Education
Northwood University-Texas
Bachelor of Business Administration (B.B.A.)
Skyline High School
Clinton Warren Clinton Warren's J.P. Morgan Experience April 2012 - Present
Job J.P.Morgan Private Bank Investor
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan May 2010 - April 2012
J.P. Morgan June 2007 - May 2010
JPMorgan Chase August 2002 - June 2005
Skills
Asset Managment, Banking, Commercial Banking, Wealth, Wealth Management..., Wealth Management, Securities, Investments, Credit, Financial Analysis, Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Portfolio Management, Mergers, Investment Banking, Hedge Funds, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Marketing
Wake Forest University 1998 — 2002
BA, Honors in Economics
Blue Valley
J.P. Morgan April 2012 - Present
J.P. Morgan May 2010 - April 2012
J.P. Morgan June 2007 - May 2010
JPMorgan Chase August 2002 - June 2005
Skills
Asset Managment, Banking, Commercial Banking, Wealth, Wealth Management..., Wealth Management, Securities, Investments, Credit, Financial Analysis, Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Portfolio Management, Mergers, Investment Banking, Hedge Funds, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Marketing
Wake Forest University 1998 — 2002
BA, Honors in Economics
Blue Valley
Ed McKelvey Ed McKelvey's J.P. Morgan Experience October 1983 - September 1986
Job Visiting Professor at Oberlin College
Industry Higher Education
Experience
Oberlin College February 2011 - Present
Goldman Sachs September 1986 - February 2011
Columbia University Graduate School of Journalism September 2009 - December 2010
J.P. Morgan October 1983 - September 1986
Fannie Mae February 1983 - October 1983
Federal Reserve Board June 1975 - February 1983
George Mason University July 1977 - June 1978
Williams College July 1972 - June 1975
Yale University July 1971 - June 1972
Skills
Economics, Expository Writing, Business Analysis, Research, Teaching, Policy Analysis, Public Speaking, Derivatives, Finance, Fixed Income, Equities, Monetary Policy, Macroeconomics, Quantitative Analytics, Statistics, Economic Research
Education
Yale University 1968 — 1975
MPhil (1970), PhD (1975), Economics
Oberlin College 1964 — 1968
BA magna cum laude with high honors in economics
Oberlin College February 2011 - Present
Goldman Sachs September 1986 - February 2011
Columbia University Graduate School of Journalism September 2009 - December 2010
J.P. Morgan October 1983 - September 1986
Fannie Mae February 1983 - October 1983
Federal Reserve Board June 1975 - February 1983
George Mason University July 1977 - June 1978
Williams College July 1972 - June 1975
Yale University July 1971 - June 1972
Skills
Economics, Expository Writing, Business Analysis, Research, Teaching, Policy Analysis, Public Speaking, Derivatives, Finance, Fixed Income, Equities, Monetary Policy, Macroeconomics, Quantitative Analytics, Statistics, Economic Research
Education
Yale University 1968 — 1975
MPhil (1970), PhD (1975), Economics
Oberlin College 1964 — 1968
BA magna cum laude with high honors in economics
Daniel Espinosa'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
Bridgewater Associates June 2013 - August 2013
Parsons Brinckerhoff June 2010 - May 2013
American Society of Civil Engineers, Younger Member Forum April 2012 - April 2013
Risoli Engineering March 2009 - April 2010
Skills
Civil Engineering, Program Management, Structural Engineering, Engineering, Investment Banking, Management, Financial Modeling, Proposal Writing, Project Management, Financial Accounting, Accounting, Financial Statement..., Bridge, Feasibility Studies, Traffic Engineering, Infrastructure, Concrete, Leadership, Road, Structural Analysis, Transportation...
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Management & Strategy
University of Connecticut 2007 — 2008
MS, Civil Engineering
University of Connecticut 2003 — 2007
BS, Civil Engineering
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Bridgewater Associates June 2013 - August 2013
Parsons Brinckerhoff June 2010 - May 2013
American Society of Civil Engineers, Younger Member Forum April 2012 - April 2013
Risoli Engineering March 2009 - April 2010
Skills
Civil Engineering, Program Management, Structural Engineering, Engineering, Investment Banking, Management, Financial Modeling, Proposal Writing, Project Management, Financial Accounting, Accounting, Financial Statement..., Bridge, Feasibility Studies, Traffic Engineering, Infrastructure, Concrete, Leadership, Road, Structural Analysis, Transportation...
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Management & Strategy
University of Connecticut 2007 — 2008
MS, Civil Engineering
University of Connecticut 2003 — 2007
BS, Civil Engineering
Douglas Doughty's J.P. Morgan Experience January 2014 - Present
Job Managing Director, Global Head of Business Development and Client Strategy, Global Real Assets at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan January 2014 - Present
The CIM Group May 2011 - December 2013
Rialto Capital Management July 2009 - May 2011
M3 Capital Partners (formerly Macquarie Capital Partners) October 2005 - July 2009
Banc of America Securities July 2000 - September 2005
Arthur Andersen June 1994 - June 1998
Skills
Real Estate
Education
Northwestern University - Kellogg School of Management 2000 — 2000
MBA, Finance, Management and Strategy, and Real Estate
Penn State University 1991 — 1993
B.S., Accounting
Penn State University 1987 — 1991
B.S., Economics
J.P. Morgan January 2014 - Present
The CIM Group May 2011 - December 2013
Rialto Capital Management July 2009 - May 2011
M3 Capital Partners (formerly Macquarie Capital Partners) October 2005 - July 2009
Banc of America Securities July 2000 - September 2005
Arthur Andersen June 1994 - June 1998
Skills
Real Estate
Education
Northwestern University - Kellogg School of Management 2000 — 2000
MBA, Finance, Management and Strategy, and Real Estate
Penn State University 1991 — 1993
B.S., Accounting
Penn State University 1987 — 1991
B.S., Economics
Matthew Lehmann Matthew Lehmann's J.P. Morgan Experience June 2013 - March 2015
Job Portfolio Strategist in Asset Allocation at GMO
Industry Investment Management
Experience
GMO April 2015 - Present
J.P. Morgan June 2013 - March 2015
J.P. Morgan September 2009 - June 2013
J.P. Morgan October 2007 - September 2009
Forsyth Partners May 2007 - September 2007
American Express September 2005 - May 2007
ISIGEST srl. September 2003 - June 2004
Skills
Tactical Asset..., Commodities, Portfolio Strategy, Strategic Planning, Equities, Asset Allocation, Alternative Investments, Investments, Derivatives, Investment Advisory, Wealth Management, Investment Management, Risk Management, Investment Strategies, Bloomberg, Mutual Funds, Financial Modeling, Equity Research, Trading Strategies, Statistical Modeling, Econometric Modeling, Research, Strategy, Investment Banking, Portfolio Management, Commodity, Financial Markets
Education
CFA Level 1 2009 — 2009
University of Sussex 2005 — 2007
Msc, Information Technology for E-commerce
Nottingham Trent University 2002 — 2005
BSc (hons), Software Engineering
Sheffield Hallam University 2000 — 2002
HND, Software Engineering
GMO April 2015 - Present
J.P. Morgan June 2013 - March 2015
J.P. Morgan September 2009 - June 2013
J.P. Morgan October 2007 - September 2009
Forsyth Partners May 2007 - September 2007
American Express September 2005 - May 2007
ISIGEST srl. September 2003 - June 2004
Skills
Tactical Asset..., Commodities, Portfolio Strategy, Strategic Planning, Equities, Asset Allocation, Alternative Investments, Investments, Derivatives, Investment Advisory, Wealth Management, Investment Management, Risk Management, Investment Strategies, Bloomberg, Mutual Funds, Financial Modeling, Equity Research, Trading Strategies, Statistical Modeling, Econometric Modeling, Research, Strategy, Investment Banking, Portfolio Management, Commodity, Financial Markets
Education
CFA Level 1 2009 — 2009
University of Sussex 2005 — 2007
Msc, Information Technology for E-commerce
Nottingham Trent University 2002 — 2005
BSc (hons), Software Engineering
Sheffield Hallam University 2000 — 2002
HND, Software Engineering
Kirk Farney Kirk Farney's J.P. Morgan Experience 1998 - 2008
Job Vice President for Advancement & Alumni Relations at Wheaton College
Industry Higher Education
Experience
Wheaton College August 2014 - Present
University of Notre Dame August 2008 - Present
Thrivent Financial for Lutherans November 2011 - Present
JP Morgan 1998 - 2008
J.P. Morgan 1982 - 2008
Skills
Finance, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Management, Capital Markets, Investments, Corporate Finance
Education
University of Notre Dame 2008 — 2013
Master's Degree, History
Wheaton College 1994 — 1998
M.A., Historical Theology/Christian History
Northwestern University - Kellogg School of Management 1985 — 1990
M.B.A., Marketing
University of Illinois at Urbana-Champaign 1978 — 1982
B. S., Finance and Agricultural Economics
Wheaton College August 2014 - Present
University of Notre Dame August 2008 - Present
Thrivent Financial for Lutherans November 2011 - Present
JP Morgan 1998 - 2008
J.P. Morgan 1982 - 2008
Skills
Finance, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Management, Capital Markets, Investments, Corporate Finance
Education
University of Notre Dame 2008 — 2013
Master's Degree, History
Wheaton College 1994 — 1998
M.A., Historical Theology/Christian History
Northwestern University - Kellogg School of Management 1985 — 1990
M.B.A., Marketing
University of Illinois at Urbana-Champaign 1978 — 1982
B. S., Finance and Agricultural Economics
Elizabeth Cropsey's J.P. Morgan Experience March 2015 - Present
Job J. P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
US Navy December 2012 - May 2014
US Navy May 2010 - May 2014
US Navy June 2011 - September 2012
US Navy June 2010 - June 2011
Skills
Military, Navy, DoD, National Security, Program Management, Training, Operational Planning, Government, Leadership, Training Programs, Information Assurance, Budget Monitoring, Military Operations, Security Clearance, Military Experience, Intelligence, Intelligence Analysis, Command, Force Protection, Emergency Management, Readiness, Military Aviation, Interagency Coordination, Joint Military..., Electronic Warfare, Military Training, Tactics, Defense, Engineering, Army, Counterterrorism
Education
Norwich University 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations, concentration in Information Systems
Wethersfield High School 2002 — 2006
High School Diploma
J.P. Morgan March 2015 - Present
US Navy December 2012 - May 2014
US Navy May 2010 - May 2014
US Navy June 2011 - September 2012
US Navy June 2010 - June 2011
Skills
Military, Navy, DoD, National Security, Program Management, Training, Operational Planning, Government, Leadership, Training Programs, Information Assurance, Budget Monitoring, Military Operations, Security Clearance, Military Experience, Intelligence, Intelligence Analysis, Command, Force Protection, Emergency Management, Readiness, Military Aviation, Interagency Coordination, Joint Military..., Electronic Warfare, Military Training, Tactics, Defense, Engineering, Army, Counterterrorism
Education
Norwich University 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations, concentration in Information Systems
Wethersfield High School 2002 — 2006
High School Diploma
Chris Simcox Chris Simcox's J.P. Morgan Experience June 2014 - Present
Job Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2014 - Present
HSBC Private Bank March 2011 - June 2014
Bernstein Global Wealth Management August 2007 - May 2011
Merrill Lynch February 1999 - January 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1975 — 1979
Bachelor of Arts, Economics
J.P. Morgan June 2014 - Present
HSBC Private Bank March 2011 - June 2014
Bernstein Global Wealth Management August 2007 - May 2011
Merrill Lynch February 1999 - January 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1975 — 1979
Bachelor of Arts, Economics
Brenda Sissoko's J.P. Morgan Experience June 2015 - Present
Job Executive Administrative Assistant
Industry Retail
Experience
J.P. Morgan June 2015 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Account Reconciliation, Budget, Department Budgeting, Expenses, Travel Planning, Business Travel, Expense Reports, Coordinate Meetings, Meeting Scheduling, Heavy Calendaring, Telephone Reception, Pre-screening, human resources, PowerPoint, Executive Level..., C-level support, New Hire Processes, New Hire Paperwork, Space-planning, Events Coordination, Human Resources, Data Entry, Budgets, Administrative..., Confidentiality, Spreadsheets, Hiring, New Hire Orientations, Office Management, Time Management, Expense Management, PeopleSoft, Payroll, Onboarding, Outlook, Lotus Notes, Space planning, Administrative..., Executive..., Organization Skills, Travel Arrangements
Education
Ohio Dominican University 2011 — 2013
Associate's Degree, Business with an Emphasis in Management
J.P. Morgan June 2015 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Account Reconciliation, Budget, Department Budgeting, Expenses, Travel Planning, Business Travel, Expense Reports, Coordinate Meetings, Meeting Scheduling, Heavy Calendaring, Telephone Reception, Pre-screening, human resources, PowerPoint, Executive Level..., C-level support, New Hire Processes, New Hire Paperwork, Space-planning, Events Coordination, Human Resources, Data Entry, Budgets, Administrative..., Confidentiality, Spreadsheets, Hiring, New Hire Orientations, Office Management, Time Management, Expense Management, PeopleSoft, Payroll, Onboarding, Outlook, Lotus Notes, Space planning, Administrative..., Executive..., Organization Skills, Travel Arrangements
Education
Ohio Dominican University 2011 — 2013
Associate's Degree, Business with an Emphasis in Management
Arturo Pedroso's J.P. Morgan Experience January 2012 - May 2013
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2013 - Present
J.P. Morgan January 2012 - May 2013
J.P. Morgan November 2010 - December 2011
J.P. Morgan November 2009 - October 2010
J.P. Morgan July 2007 - October 2009
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Private Equity, Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University - School of Business
Bachelor's Degree
Bessemer Trust June 2013 - Present
J.P. Morgan January 2012 - May 2013
J.P. Morgan November 2010 - December 2011
J.P. Morgan November 2009 - October 2010
J.P. Morgan July 2007 - October 2009
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Private Equity, Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University - School of Business
Bachelor's Degree
James Duronio, MSF, CAIA, CIMA®, AIF®'s J.P. Morgan Experience July 2010 - March 2013
Job Investment Manager and Financial Advisor at LJPR Financial Advisors
Industry Financial Services
Experience
LJPR Financial Advisors September 2013 - Present
Raymond James Financial Inc./Stephens Wealth Management Group March 2013 - September 2013
J.P. Morgan July 2010 - March 2013
Mutual Fund Management Co. April 2007 - July 2010
Plante Moran Financial Advisors March 2001 - March 2007
Skills
Alternative Investments, Investments, Portfolio Management, Securities, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Series 7, Financial Analysis, Retirement Planning, Investment Strategies, Asset Managment, Capital Markets, Due Diligence, Strategic Financial..., Separately Managed..., Investment Management, 401k, Financial Advisory, Credit, Financial Services, Retirement, Team Building, Bloomberg, Private Equity, High Net Worth..., Bonds, Valuation, ETFs, Hedge Funds, Uniform Combined State..., Estate Planning, Series 65, Equity Research, Fixed Income, Series 63, Financial Modeling, Equities, Strategy, Analysis, Wealth Management..., Endowments and..., Financial Planning
Education
Walsh College
MS
Oakland University
BS
LJPR Financial Advisors September 2013 - Present
Raymond James Financial Inc./Stephens Wealth Management Group March 2013 - September 2013
J.P. Morgan July 2010 - March 2013
Mutual Fund Management Co. April 2007 - July 2010
Plante Moran Financial Advisors March 2001 - March 2007
Skills
Alternative Investments, Investments, Portfolio Management, Securities, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Series 7, Financial Analysis, Retirement Planning, Investment Strategies, Asset Managment, Capital Markets, Due Diligence, Strategic Financial..., Separately Managed..., Investment Management, 401k, Financial Advisory, Credit, Financial Services, Retirement, Team Building, Bloomberg, Private Equity, High Net Worth..., Bonds, Valuation, ETFs, Hedge Funds, Uniform Combined State..., Estate Planning, Series 65, Equity Research, Fixed Income, Series 63, Financial Modeling, Equities, Strategy, Analysis, Wealth Management..., Endowments and..., Financial Planning
Education
Walsh College
MS
Oakland University
BS
David Withers David Withers's J.P. Morgan Experience September 2000 - October 2002
Job Director of Finance at Turner Enterprises, Inc.
Industry Investment Management
Experience
Turner Enterprises, Inc. August 2003 - Present
J.P. Morgan September 2000 - October 2002
Cox Enterprises February 1997 - May 1999
Skills
Financial Modeling
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MBA, Finance, General
University of Georgia - Terry College of Business 1990 — 1994
BBA, Accounting
Turner Enterprises, Inc. August 2003 - Present
J.P. Morgan September 2000 - October 2002
Cox Enterprises February 1997 - May 1999
Skills
Financial Modeling
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MBA, Finance, General
University of Georgia - Terry College of Business 1990 — 1994
BBA, Accounting
Tom Killian Tom Killian's J.P. Morgan Experience September 1987 - December 1991
Job Principal at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. January 1992 - Present
J.P. Morgan September 1987 - December 1991
Salomon Brothers July 1985 - August 1987
Bank of America August 1979 - July 1985
Skills
Capital Markets, Valuation, Corporate Finance, Investment Banking, Mergers, Private Equity, Financial Modeling, Due Diligence, Banking, Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Accounting and Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science (BS), Industrial Relations
Sandler O'Neill & Partners, L.P. January 1992 - Present
J.P. Morgan September 1987 - December 1991
Salomon Brothers July 1985 - August 1987
Bank of America August 1979 - July 1985
Skills
Capital Markets, Valuation, Corporate Finance, Investment Banking, Mergers, Private Equity, Financial Modeling, Due Diligence, Banking, Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Accounting and Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science (BS), Industrial Relations
Christine Kowtko's J.P. Morgan Experience September 2013 - Present
Job Executive Assistant at JP Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan September 2013 - Present
Moelis & Company February 2013 - May 2013
Archer Investment Advisors September 2003 - June 2012
Hoover Children's Center October 2001 - August 2003
Skills
Payroll, Office Management, Sales, Administrative..., Event Management, Microsoft Office, Team-oriented, Customer Relations, People-oriented, Travel Arrangements, Real Estate, Time Management, Outlook, Leadership, Customer Service, Process Scheduler, Management, Teamwork
Education
Notre Dame de Namur University 1986 — 1989
BA, Liberal Studies
J.P. Morgan September 2013 - Present
Moelis & Company February 2013 - May 2013
Archer Investment Advisors September 2003 - June 2012
Hoover Children's Center October 2001 - August 2003
Skills
Payroll, Office Management, Sales, Administrative..., Event Management, Microsoft Office, Team-oriented, Customer Relations, People-oriented, Travel Arrangements, Real Estate, Time Management, Outlook, Leadership, Customer Service, Process Scheduler, Management, Teamwork
Education
Notre Dame de Namur University 1986 — 1989
BA, Liberal Studies
Karthik Munugala Karthik Munugala's J.P. Morgan Experience January 2015 - Present
Job Student at University of Michigan
Industry
Experience
J.P. Morgan January 2015 - Present
Nexecon Consulting Group September 2013 - Present
GCM Grosvenor May 2015 - May 2015
Morgan Stanley August 2014 - August 2014
Skills
C++, Public Speaking, Teamwork, Python, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, English, Java, Data Analysis, Matlab, Strategy, Team Leadership, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Strategy
University of Michigan 2013 — 2017
Minors in Mathematics and Computer Science
Novi High School 2009 — 2013
Oakland University
J.P. Morgan January 2015 - Present
Nexecon Consulting Group September 2013 - Present
GCM Grosvenor May 2015 - May 2015
Morgan Stanley August 2014 - August 2014
Skills
C++, Public Speaking, Teamwork, Python, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, English, Java, Data Analysis, Matlab, Strategy, Team Leadership, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Strategy
University of Michigan 2013 — 2017
Minors in Mathematics and Computer Science
Novi High School 2009 — 2013
Oakland University
Paul Dries Paul Dries's J.P. Morgan Experience March 2012 - September 2014
Job Licensed Banker at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. December 2014 - Present
J.P. Morgan March 2012 - September 2014
Word Christian Store LLC June 2002 - August 2014
MFB Construction Co. January 2010 - March 2012
Advanced Promotions LLC January 2008 - March 2012
Sears Holdings Corporation November 1997 - June 2003
Skills
Banking, Sales, Loans, Investments, Public Speaking, Public Relations, Financial Analysis, Financial Services, Financial Markets, Strategic Financial..., Marketing Strategy, Marketing, Press Releases, Training
Education
Oakland University
Citizens Financial Group, Inc. December 2014 - Present
J.P. Morgan March 2012 - September 2014
Word Christian Store LLC June 2002 - August 2014
MFB Construction Co. January 2010 - March 2012
Advanced Promotions LLC January 2008 - March 2012
Sears Holdings Corporation November 1997 - June 2003
Skills
Banking, Sales, Loans, Investments, Public Speaking, Public Relations, Financial Analysis, Financial Services, Financial Markets, Strategic Financial..., Marketing Strategy, Marketing, Press Releases, Training
Education
Oakland University
Denise Ellison Denise Ellison's J.P. Morgan Experience June 2011 - June 2013
Job Associate at Cressey & Co
Industry Financial Services
Experience
Cressey & Co August 2013 - August 2015
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Oxy June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Wealth Management, Investments, Investment Banking, Private Equity
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance, General
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Cressey & Co August 2013 - August 2015
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Oxy June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Wealth Management, Investments, Investment Banking, Private Equity
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance, General
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Bassam Dano's J.P. Morgan Experience February 2013 - October 2013
Job Social Insurance Specialist at United States Federal Government: Social Security Administration
Industry Banking
Experience
United States Federal Government: Social Security Administration August 2014 - Present
Huntington National Bank October 2013 - August 2014
J.P. Morgan February 2013 - October 2013
Bank of America September 2009 - February 2013
Wireless Choice May 2008 - September 2009
Skills
Fluent in Arabic and..., Power user for Outlook,..., Designed sales plans..., Dean’s List: School of..., Sales, Management, Training, Leadership, Forecasting, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Teamwork, Financial Analysis, Banking, Strategic Planning, Time Management, Outlook
Education
Oakland University 2009 — 2013
Bachelor's of Science - Business Management with a minor in International Management, Business Administration and Management, General
United States Federal Government: Social Security Administration August 2014 - Present
Huntington National Bank October 2013 - August 2014
J.P. Morgan February 2013 - October 2013
Bank of America September 2009 - February 2013
Wireless Choice May 2008 - September 2009
Skills
Fluent in Arabic and..., Power user for Outlook,..., Designed sales plans..., Dean’s List: School of..., Sales, Management, Training, Leadership, Forecasting, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Teamwork, Financial Analysis, Banking, Strategic Planning, Time Management, Outlook
Education
Oakland University 2009 — 2013
Bachelor's of Science - Business Management with a minor in International Management, Business Administration and Management, General
Saima Rajjani Saima Rajjani's J.P. Morgan Experience August 2010 - May 2014
Job Personal Banking
Industry Banking
Experience
Fifth Third Bank August 2014 - Present
J.P. Morgan August 2010 - May 2014
Skills
Training, Sales, Leadership, Notary Public, Management, Microsoft Excel, Microsoft Office
Education
Oakton Community College
Fifth Third Bank August 2014 - Present
J.P. Morgan August 2010 - May 2014
Skills
Training, Sales, Leadership, Notary Public, Management, Microsoft Excel, Microsoft Office
Education
Oakton Community College
Andrew Oh Andrew Oh's J.P. Morgan Experience April 2001 - March 2004
Job Chief Investment Officer and Chief Operating Officer at Leerink Pharmaceutical Investments LLC
Industry Financial Services
Experience
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Catalina Mantilla Catalina Mantilla's J.P. Morgan Experience January 2011 - July 2011
Job MBA Candidate at Kellogg School of Management
Industry Investment Management
Experience
Terranum January 2014 - June 2015
Terranum July 2011 - December 2013
J.P. Morgan January 2011 - July 2011
3M May 2009 - May 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Universidad de Los Andes 2006 — 2011
Ingeniera Industrial
Terranum January 2014 - June 2015
Terranum July 2011 - December 2013
J.P. Morgan January 2011 - July 2011
3M May 2009 - May 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Universidad de Los Andes 2006 — 2011
Ingeniera Industrial
Brett Space's J.P. Morgan Experience June 2015 - Present
Job Trade Coordinator at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan July 2013 - June 2015
Citi September 2011 - July 2013
The McGraw-Hill Companies June 2011 - September 2011
Global Consulting Program June 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Reuters, Microsoft Excel, Financial Analysis, Bloomberg
Education
Ohio University 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
J.P. Morgan June 2015 - Present
J.P. Morgan July 2013 - June 2015
Citi September 2011 - July 2013
The McGraw-Hill Companies June 2011 - September 2011
Global Consulting Program June 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Reuters, Microsoft Excel, Financial Analysis, Bloomberg
Education
Ohio University 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
Joe Bell, CMT Joe Bell, CMT's J.P. Morgan Experience July 2004 - November 2004
Job Senior Equity Analyst/ Trader at Schaeffer's Investment Research
Industry Financial Services
Experience
Schaeffer's Investment Research October 2011 - Present
Schaeffer's Investment Research November 2007 - October 2011
Schaeffer's Investment Research December 2006 - November 2007
BISYS Fund Services December 2004 - December 2006
J.P. Morgan July 2004 - November 2004
Skills
Technical Analysis, Financial Markets, Options, Proprietary Trading, Derivatives, Volatility, Equities, Trading, Presenter, Education, Public Speaking, Portfolio Management, Bonds, Hedging, Finance, Stock Market, Hedge Funds, Options Strategies, Bloomberg, Investments
Education
Ohio Dominican University 2005 — 2006
Masters, Business Administration
Ohio Dominican University 2001 — 2005
Bachelors of Science, Finance
Westland High School 1997 — 2001
Diploma, High School
Schaeffer's Investment Research October 2011 - Present
Schaeffer's Investment Research November 2007 - October 2011
Schaeffer's Investment Research December 2006 - November 2007
BISYS Fund Services December 2004 - December 2006
J.P. Morgan July 2004 - November 2004
Skills
Technical Analysis, Financial Markets, Options, Proprietary Trading, Derivatives, Volatility, Equities, Trading, Presenter, Education, Public Speaking, Portfolio Management, Bonds, Hedging, Finance, Stock Market, Hedge Funds, Options Strategies, Bloomberg, Investments
Education
Ohio Dominican University 2005 — 2006
Masters, Business Administration
Ohio Dominican University 2001 — 2005
Bachelors of Science, Finance
Westland High School 1997 — 2001
Diploma, High School
Percy R. Aguila Percy R. Aguila's J.P. Morgan Experience April 1999 - March 2008
Job Senior Banker, Corporate and Commercial Lending, Project Finance and Infrastracture, Florida
Industry Banking
Experience
BankUnited April 2015 - Present
Raymond James Financial, Inc. June 2008 - March 2015
J.P. Morgan April 1999 - March 2008
Education
NYU Robert F. Wagner Graduate School of Public Service 1980 — 1982
Master’s Degree, Master of Public Administration (MPA)
The George Washington University 1975 — 1979
Bachelor’s Degree, Urban Studies/Affairs
BankUnited April 2015 - Present
Raymond James Financial, Inc. June 2008 - March 2015
J.P. Morgan April 1999 - March 2008
Education
NYU Robert F. Wagner Graduate School of Public Service 1980 — 1982
Master’s Degree, Master of Public Administration (MPA)
The George Washington University 1975 — 1979
Bachelor’s Degree, Urban Studies/Affairs
Mark Frigon Mark Frigon's J.P. Morgan Experience August 1996 - August 1998
Job Director, Product Management at Platfora
Industry Internet
Experience
Platfora August 2014 - Present
Coremetrics, An IBM Company July 2010 - August 2014
Hewlett-Packard April 2008 - July 2010
Hewlett-Packard / Snapfish August 2006 - May 2008
Sacko.com 2000 - 2006
AOL 2005 - 2005
IMG / Chase Sports Capital Partners 1998 - 2000
J.P. Morgan August 1996 - August 1998
Dean Witter Reynolds Inc. August 1995 - July 1996
Skills
Product Management, Product Strategy, Analytics, Product Planning, Mobile Devices, Web Analytics, Product Marketing, Cross-functional Team..., Demand Generation, Pricing Strategy, Strategy, Entrepreneurship, B2B Marketing, Strategic Partnerships, Go-to-market Strategy, E-commerce, Segmentation, Cloud Computing, Product Development, Marketing Strategy, SaaS, User Experience, Enterprise Software, Competitive Analysis, Digital Marketing, Mobile Marketing, Multi-channel Marketing, Start-ups, Online Marketing, CRM
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing
University of Notre Dame 1991 — 1995
BA, Economics, Philosophy
Kentucky Country Day School 1987 — 1991
High School
Platfora August 2014 - Present
Coremetrics, An IBM Company July 2010 - August 2014
Hewlett-Packard April 2008 - July 2010
Hewlett-Packard / Snapfish August 2006 - May 2008
Sacko.com 2000 - 2006
AOL 2005 - 2005
IMG / Chase Sports Capital Partners 1998 - 2000
J.P. Morgan August 1996 - August 1998
Dean Witter Reynolds Inc. August 1995 - July 1996
Skills
Product Management, Product Strategy, Analytics, Product Planning, Mobile Devices, Web Analytics, Product Marketing, Cross-functional Team..., Demand Generation, Pricing Strategy, Strategy, Entrepreneurship, B2B Marketing, Strategic Partnerships, Go-to-market Strategy, E-commerce, Segmentation, Cloud Computing, Product Development, Marketing Strategy, SaaS, User Experience, Enterprise Software, Competitive Analysis, Digital Marketing, Mobile Marketing, Multi-channel Marketing, Start-ups, Online Marketing, CRM
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing
University of Notre Dame 1991 — 1995
BA, Economics, Philosophy
Kentucky Country Day School 1987 — 1991
High School
Benjamin Glischinski Benjamin Glischinski's J.P. Morgan Experience June 2015 - August 2015
Job Accounting Analyst at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan June 2015 - August 2015
Ohio Northern Residence Life August 2014 - May 2015
Trans-States Express June 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
Ohio Northern University 2015 — 2016
Master’s Degree, Forensic Accounting and Auditing Services
Ohio Northern University 2012 — 2015
Bachelor’s Degree, Accounting
J.P. Morgan June 2015 - August 2015
Ohio Northern Residence Life August 2014 - May 2015
Trans-States Express June 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
Ohio Northern University 2015 — 2016
Master’s Degree, Forensic Accounting and Auditing Services
Ohio Northern University 2012 — 2015
Bachelor’s Degree, Accounting
Kris Jacobs's J.P. Morgan Experience February 2010 - Present
Job Associate, J.P. Morgan Chase & Co.
Industry Investment Management
Experience
J.P. Morgan February 2010 - Present
Lambert Advisors LLC 2009 - 2010
University of Pennsylvania, School of Arts and Sciences, The Wharton School 2007 - 2009
The Vanguard Group 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Scholars Program--General Management
University of Pennsylvania 2007 — 2009
Master of Liberal Arts, (M.L.A.)- Economics, 3.75 GPA
University of Pennsylvania- School of Arts and Sciences 2007 — 2009
J.P. Morgan February 2010 - Present
Lambert Advisors LLC 2009 - 2010
University of Pennsylvania, School of Arts and Sciences, The Wharton School 2007 - 2009
The Vanguard Group 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Scholars Program--General Management
University of Pennsylvania 2007 — 2009
Master of Liberal Arts, (M.L.A.)- Economics, 3.75 GPA
University of Pennsylvania- School of Arts and Sciences 2007 — 2009
Laura Iannelli Laura Iannelli's J.P. Morgan Experience November 2014 - Present
Job Executive Director, Commercial Card Relationship Management Team Lead at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan June 2011 - Present
D Madison's Place July 2004 - Present
JPMorgan Chase February 2006 - June 2011
Prudential Manor Homes August 2005 - November 2009
M&T Bank October 2003 - March 2006
Charter One Bank February 1997 - October 2003
American Institute of Banking 2000 - 2001
Vermont National Bank 1994 - 1997
Skills
Cash Management, Credit Analysis, Customer Service, Portfolio Management, Treasury Management, Coaching, Selling, Retail Banking, Relationship Management, Analysis, Sales Process, Finance, Credit Cards, Business Relationship..., Cross-functional Team..., Financial Services, Mentoring Of Staff, Peer Mentoring, Sales Management, Small Business Lending, Management, Leadership, Strategy, Banking, Business Development, Sales, Entrepreneurship, Investments
Education
Norwich University 2000 — 2002
BA
Trinity College 1997 — 1999
Associate's degree
Greenfield 1987 — 1990
J.P. Morgan November 2014 - Present
J.P. Morgan June 2011 - Present
D Madison's Place July 2004 - Present
JPMorgan Chase February 2006 - June 2011
Prudential Manor Homes August 2005 - November 2009
M&T Bank October 2003 - March 2006
Charter One Bank February 1997 - October 2003
American Institute of Banking 2000 - 2001
Vermont National Bank 1994 - 1997
Skills
Cash Management, Credit Analysis, Customer Service, Portfolio Management, Treasury Management, Coaching, Selling, Retail Banking, Relationship Management, Analysis, Sales Process, Finance, Credit Cards, Business Relationship..., Cross-functional Team..., Financial Services, Mentoring Of Staff, Peer Mentoring, Sales Management, Small Business Lending, Management, Leadership, Strategy, Banking, Business Development, Sales, Entrepreneurship, Investments
Education
Norwich University 2000 — 2002
BA
Trinity College 1997 — 1999
Associate's degree
Greenfield 1987 — 1990
Tregg Duerson Tregg Duerson's J.P. Morgan Experience January 2015 - Present
Job Banker at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
Goldman Sachs May 2011 - August 2014
Northern Trust January 2010 - May 2011
Northern Trust August 2008 - January 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Strategic Planning, Public Speaking, Equities, Management, Leadership, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
J.P. Morgan January 2015 - Present
Goldman Sachs May 2011 - August 2014
Northern Trust January 2010 - May 2011
Northern Trust August 2008 - January 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Strategic Planning, Public Speaking, Equities, Management, Leadership, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Brad Starns Brad Starns's J.P. Morgan Experience March 2011 - March 2012
Job Auto and Mortgage Finance
Industry Consumer Services
Experience
Cold Creek Construction April 2015 - Present
Cold Creek Construction, Ltd. October 2013 - March 2015
H.E.L.P. Inc May 2014 - November 2014
SwingThought.com Tour (fmr NGA/Hooters Tour) May 2012 - September 2013
J.P. Morgan March 2011 - March 2012
J.P. Morgan November 2010 - March 2011
J.P. Morgan February 2009 - October 2010
J.P. Morgan September 2006 - February 2009
Citi January 2004 - September 2006
Citi January 2001 - December 2003
Skills
Management, Microsoft Excel, Leadership, Process Improvement
Education
Northwood University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Cold Creek Construction April 2015 - Present
Cold Creek Construction, Ltd. October 2013 - March 2015
H.E.L.P. Inc May 2014 - November 2014
SwingThought.com Tour (fmr NGA/Hooters Tour) May 2012 - September 2013
J.P. Morgan March 2011 - March 2012
J.P. Morgan November 2010 - March 2011
J.P. Morgan February 2009 - October 2010
J.P. Morgan September 2006 - February 2009
Citi January 2004 - September 2006
Citi January 2001 - December 2003
Skills
Management, Microsoft Excel, Leadership, Process Improvement
Education
Northwood University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Ali Colombowala's J.P. Morgan Experience March 2011 - Present
Job Senior Associate at JP Morgan
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
Kuoni Travel Group August 2010 - March 2011
Skills
Analysis, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Management, Team Management, Forecasting, Capital Markets, Business Analysis, Microsoft Office, Managerial Finance, Risk Management, Strategy, Equities, Financial Services, Business Strategy, Investments, Budgeting
Education
The Nottingham Trent University 2006 — 2009
Bachelor of Arts (Hons) Accounting & Finance, Accounting, 2
Maneckji Cooper High School 1992 — 2004
J.P. Morgan March 2011 - Present
Kuoni Travel Group August 2010 - March 2011
Skills
Analysis, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Management, Team Management, Forecasting, Capital Markets, Business Analysis, Microsoft Office, Managerial Finance, Risk Management, Strategy, Equities, Financial Services, Business Strategy, Investments, Budgeting
Education
The Nottingham Trent University 2006 — 2009
Bachelor of Arts (Hons) Accounting & Finance, Accounting, 2
Maneckji Cooper High School 1992 — 2004
emberly Whaley emberly Whaley's J.P. Morgan Experience January 2001 - Present
Job Senior Securities Analyst/Global AC at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2001 - Present
Skills
Team Leadership, Supervisory Skills, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Public Speaking
Education
Northwood University 2015 — 2019
Bachelor of Business Administration (B.B.A.)
Northwood University 2005 — 2008
Bachelor of Business Administration (BBA), Business/Managerial Economics
J.P. Morgan January 2001 - Present
Skills
Team Leadership, Supervisory Skills, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Public Speaking
Education
Northwood University 2015 — 2019
Bachelor of Business Administration (B.B.A.)
Northwood University 2005 — 2008
Bachelor of Business Administration (BBA), Business/Managerial Economics
Amir Tal Amir Tal's J.P. Morgan Experience June 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Bloomberg LP March 2011 - May 2015
IDB Bank May 2005 - March 2011
Israel Discount Bank Limited September 1998 - March 2005
Education
The Hebrew University of Jerusalem 2000 — 2003
M.A., International Relations
Oakland University 1994 — 1998
B.A., Economics and Political Science
J.P. Morgan June 2015 - Present
Bloomberg LP March 2011 - May 2015
IDB Bank May 2005 - March 2011
Israel Discount Bank Limited September 1998 - March 2005
Education
The Hebrew University of Jerusalem 2000 — 2003
M.A., International Relations
Oakland University 1994 — 1998
B.A., Economics and Political Science
Kelvin Jiang, CFA Kelvin Jiang, CFA's J.P. Morgan Experience 2008 - 2011
Job Sector Head, Investment Professional at Calamos Investments
Industry Investment Management
Experience
Calamos Investments 2013 - Present
Thornburg Investment Management 2012 - 2012
J.P. Morgan 2008 - 2011
J.P. Morgan 2007 - 2008
Skills
Valuation, Leveraged Finance, Private Equity, Financial Modeling, Emerging Markets, Fixed Income, Equities, Due Diligence, Investment Banking, Investments, Hedge Funds, LBO, Capital Markets, Alternative Investments, Bloomberg, Equity Research, DCF, Derivatives, Corporate Finance, Portfolio Management, High Yield, Venture Capital, Equity Valuation, Mutual Funds, Asset Management, Investment Management
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Organization, and Entrepreneurship
Columbia University 2003 — 2007
Bachelor of Science, Computer Science & Economics
Calamos Investments 2013 - Present
Thornburg Investment Management 2012 - 2012
J.P. Morgan 2008 - 2011
J.P. Morgan 2007 - 2008
Skills
Valuation, Leveraged Finance, Private Equity, Financial Modeling, Emerging Markets, Fixed Income, Equities, Due Diligence, Investment Banking, Investments, Hedge Funds, LBO, Capital Markets, Alternative Investments, Bloomberg, Equity Research, DCF, Derivatives, Corporate Finance, Portfolio Management, High Yield, Venture Capital, Equity Valuation, Mutual Funds, Asset Management, Investment Management
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Organization, and Entrepreneurship
Columbia University 2003 — 2007
Bachelor of Science, Computer Science & Economics
Nathaniel Ho Nathaniel Ho's J.P. Morgan Experience November 2007 - March 2014
Job Finance Manager at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services April 2014 - Present
JP Morgan November 2007 - March 2014
Powermate Corporation September 2007 - November 2007
LaSalle Bank September 2006 - September 2007
J.P. Morgan January 2003 - September 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Cognos, QlikView Development
Education
Kellogg Graduate School of Management 2007 — 2010
Master of Business Administration (MBA), Finance, Marketing
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
Amazon Web Services April 2014 - Present
JP Morgan November 2007 - March 2014
Powermate Corporation September 2007 - November 2007
LaSalle Bank September 2006 - September 2007
J.P. Morgan January 2003 - September 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Cognos, QlikView Development
Education
Kellogg Graduate School of Management 2007 — 2010
Master of Business Administration (MBA), Finance, Marketing
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
Charissa Boren Charissa Boren's J.P. Morgan Experience 2008 - 2009
Job Waitress
Industry Food & Beverages
Experience
Self-employed February 2005 - Present
J.P. Morgan 2008 - 2009
Skills
Customer Service
Education
The University of Georgia 2001 — 2006
BA, Political Science
Kellogg School of Management
Woodward Academy
HS Diploma
Self-employed February 2005 - Present
J.P. Morgan 2008 - 2009
Skills
Customer Service
Education
The University of Georgia 2001 — 2006
BA, Political Science
Kellogg School of Management
Woodward Academy
HS Diploma
Abigail Evans's J.P. Morgan Experience February 2015 - Present
Job Team Lead at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
JPMorgan Chase March 2013 - Present
Personal January 2013 - Present
pnc bank June 2010 - May 2012
longhorn steakhouse December 2007 - June 2010
Skills
Loans, Credit, Banking, Credit Analysis, Retail Banking, Cash Management, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Financial Analysis, Lines Of Credit, Finance, Cross Selling, Mortgage Lending, Fraud Detection, Web Design, PowerPoint, Microsoft Publisher, HTML, Customer Service
Education
Ohio Dominican University 2011 — 2015
bachlors, business and finance
J.P. Morgan February 2015 - Present
JPMorgan Chase March 2013 - Present
Personal January 2013 - Present
pnc bank June 2010 - May 2012
longhorn steakhouse December 2007 - June 2010
Skills
Loans, Credit, Banking, Credit Analysis, Retail Banking, Cash Management, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Financial Analysis, Lines Of Credit, Finance, Cross Selling, Mortgage Lending, Fraud Detection, Web Design, PowerPoint, Microsoft Publisher, HTML, Customer Service
Education
Ohio Dominican University 2011 — 2015
bachlors, business and finance
Evan J. Kelley, Esq., CAMS's J.P. Morgan Experience June 2014 - December 2014
Job AML / KYC / OFAC Project Manager
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Navigant December 2014 - May 2015
J.P. Morgan June 2014 - December 2014
BBVA Compass July 2013 - June 2014
UBS May 2013 - June 2013
Tower Legal Solutions June 2012 - May 2013
Cadwalader, Wickersham & Taft LLP September 2011 - January 2012
Goldman Sachs June 2009 - February 2011
Reznick Law, PLLC January 2008 - January 2009
Schulte Roth & Zabel LLP September 2006 - September 2007
Skills
Due Diligence, Legal Research, Risk Management, Microsoft Office, Project Management, Corporate Law, Research, Editing, Public Speaking, Customer Service, Microsoft Excel, Event Management, Event Planning, Public Relations, English, Social Media, Microsoft Word, Management, Actimize, Finance, Securities, Analysis, Banking, Mergers & Acquisitions
Education
Syracuse University College of Law 2002 — 2005
Doctor of Law (JD), Law
Oberlin College 1997 — 2001
Bachelor's degree, East Asian Studies
Berkshire School 1994 — 1997
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Navigant December 2014 - May 2015
J.P. Morgan June 2014 - December 2014
BBVA Compass July 2013 - June 2014
UBS May 2013 - June 2013
Tower Legal Solutions June 2012 - May 2013
Cadwalader, Wickersham & Taft LLP September 2011 - January 2012
Goldman Sachs June 2009 - February 2011
Reznick Law, PLLC January 2008 - January 2009
Schulte Roth & Zabel LLP September 2006 - September 2007
Skills
Due Diligence, Legal Research, Risk Management, Microsoft Office, Project Management, Corporate Law, Research, Editing, Public Speaking, Customer Service, Microsoft Excel, Event Management, Event Planning, Public Relations, English, Social Media, Microsoft Word, Management, Actimize, Finance, Securities, Analysis, Banking, Mergers & Acquisitions
Education
Syracuse University College of Law 2002 — 2005
Doctor of Law (JD), Law
Oberlin College 1997 — 2001
Bachelor's degree, East Asian Studies
Berkshire School 1994 — 1997
Jeffrey Pohlman Jeffrey Pohlman's J.P. Morgan Experience 2012 - Present
Job Vice President and Assistant General Counsel at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan 2012 - Present
Linklaters 2010 - 2012
Davis Polk & Wardwell LLP 2005 - 2010
Shearman & Sterling LLP 2001 - 2005
Skills
Securities Law, Capital Markets, SEC reporting, Corporate Governance, Equity Offerings, Debt Offerings, Securities Regulation, Equities, Securities, SEC filings
Education
Northwestern University School of Law 1998 — 2001
J.D.
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Magna Cum Laude, Economics
J.P. Morgan 2012 - Present
Linklaters 2010 - 2012
Davis Polk & Wardwell LLP 2005 - 2010
Shearman & Sterling LLP 2001 - 2005
Skills
Securities Law, Capital Markets, SEC reporting, Corporate Governance, Equity Offerings, Debt Offerings, Securities Regulation, Equities, Securities, SEC filings
Education
Northwestern University School of Law 1998 — 2001
J.D.
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Magna Cum Laude, Economics
Masha Hodi Masha Hodi's J.P. Morgan Experience November 2009 - January 2011
Job Principal at HPM Partners
Industry Investment Management
Experience
HPM Partners October 2012 - Present
Brook-Hollow Financial February 2011 - June 2012
J.P. Morgan November 2009 - January 2011
Terwin Money Management April 2007 - December 2008
Wharton Asset Management UK Ltd. February 2006 - March 2007
JPMorgan September 2004 - January 2006
Bank One April 2003 - September 2004
Bank One September 2001 - April 2003
Skills
Investments, Investor Sales, Investor Reporting, Investor Liaison, Sales, High-Impact Sales..., Technical Sales..., Entrepreneurship, Strategic Consulting, Private Banking, Banking, Securities License, Building Relationships, Maintaining Strong..., Customer Support, Investment Decisions, Interest Rate..., Asset-backed..., Investment Performance, Pitching Ideas, Idea Person, Organizational...
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Entrepreneurship & Innovation, Managmenet & Strategy, and Marketing
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance and International Business
HPM Partners October 2012 - Present
Brook-Hollow Financial February 2011 - June 2012
J.P. Morgan November 2009 - January 2011
Terwin Money Management April 2007 - December 2008
Wharton Asset Management UK Ltd. February 2006 - March 2007
JPMorgan September 2004 - January 2006
Bank One April 2003 - September 2004
Bank One September 2001 - April 2003
Skills
Investments, Investor Sales, Investor Reporting, Investor Liaison, Sales, High-Impact Sales..., Technical Sales..., Entrepreneurship, Strategic Consulting, Private Banking, Banking, Securities License, Building Relationships, Maintaining Strong..., Customer Support, Investment Decisions, Interest Rate..., Asset-backed..., Investment Performance, Pitching Ideas, Idea Person, Organizational...
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Entrepreneurship & Innovation, Managmenet & Strategy, and Marketing
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance and International Business
Thomas R. Johnson Thomas R. Johnson's J.P. Morgan Experience April 2003 - July 2014
Job Associate Client Service Manager, BNY Mellon
Industry Investment Management
Experience
J.P. Morgan April 2003 - July 2014
J.P. Morgan August 2000 - April 2003
Skills
Client Services, Trade Operations, Electronic Funds..., Order Processing, Analysis, Documentation, Process Improvement, Customer Service, Leadership, Microsoft Office, Risk Management, Microsoft Excel, Access, Requirements Analysis, Financial Risk, Problem Solving, Analytical Skills, Financial Systems..., Payments, Fixed Income, Cash Management, Financial Services, Securities, Banking, Back Office, Account Reconciliation
Education
Queensborough Community College
Liberal Arts and Sciences/Liberal Studies
NYU School of Professional Studies
Professional Studies - Real Estate Finance
Queens College
Professional Studies - Real Estate Sales & Management
J.P. Morgan April 2003 - July 2014
J.P. Morgan August 2000 - April 2003
Skills
Client Services, Trade Operations, Electronic Funds..., Order Processing, Analysis, Documentation, Process Improvement, Customer Service, Leadership, Microsoft Office, Risk Management, Microsoft Excel, Access, Requirements Analysis, Financial Risk, Problem Solving, Analytical Skills, Financial Systems..., Payments, Fixed Income, Cash Management, Financial Services, Securities, Banking, Back Office, Account Reconciliation
Education
Queensborough Community College
Liberal Arts and Sciences/Liberal Studies
NYU School of Professional Studies
Professional Studies - Real Estate Finance
Queens College
Professional Studies - Real Estate Sales & Management
Ashley Wiersma Bus Ashley Wiersma Bus's J.P. Morgan Experience 2009 - 2013
Job U.S. Business Development at PPM America
Industry Investment Management
Experience
PPM America 2013 - Present
J.P. Morgan 2009 - 2013
Goldman Sachs 2007 - 2009
Claymore Securities (now Guggenheim Funds) 2005 - 2006
Robert R. McCormick Foundation (McCormick Tribune Foundation) 2004 - 2004
Skills
Series 7, Wealth Management..., Private Banking, Financial Modeling, Uniform Combined State..., Alternative Investments, Asset Managment, Investments, Business Development, Financial Analysis, Asset Management, Equities, Loans, Fixed Income, Series 63, Portfolio Management, Credit, Banking
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Management & Strategy, Marketing, Entrepreneurship & Innovation
Wheaton College
B.A., Major in Business & Economics; Minor in Spanish
PPM America 2013 - Present
J.P. Morgan 2009 - 2013
Goldman Sachs 2007 - 2009
Claymore Securities (now Guggenheim Funds) 2005 - 2006
Robert R. McCormick Foundation (McCormick Tribune Foundation) 2004 - 2004
Skills
Series 7, Wealth Management..., Private Banking, Financial Modeling, Uniform Combined State..., Alternative Investments, Asset Managment, Investments, Business Development, Financial Analysis, Asset Management, Equities, Loans, Fixed Income, Series 63, Portfolio Management, Credit, Banking
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Management & Strategy, Marketing, Entrepreneurship & Innovation
Wheaton College
B.A., Major in Business & Economics; Minor in Spanish
JULIE ONDITI, MBA JULIE ONDITI, MBA's J.P. Morgan Experience November 2013 - Present
Job Insurance Compliance Analyst at JPMorgan Chase
Industry Insurance
Experience
J.P. Morgan November 2013 - Present
The Hallmark Insurance Group June 2013 - October 2013
Fireman's Fund Insurance Company February 2007 - May 2012
Travelers January 2003 - January 2007
Citi April 2001 - December 2002
Skills
Marketing, Negotiation, Casualty, Liability, Process Improvement, Legal Liability, New Business Development, Claims Management, Professional Liability, Analysis, Team Leadership, Brokers, Account Management, Call Centers, Lotus Notes, Performance Management, Budgets, Outlook, Benefits Administration, Change Management, Employee Relations, Human Resources, Strategic Planning, Leadership Development, Talent Management, Operations Management, Data Analysis, Staff Development, Commercial Insurance, Sourcing, Pricing, Financial Analysis, Managed Care, Management, Leadership, Insurance, Customer Service, Underwriting, Property & Casualty...
Education
Texas Woman's University 2008 — 2010
Masters of Business Administration, Business Administration and Management, General
Northwood University 2003 — 2007
Bachelors, Business Administration
Kianda College 1990 — 1992
Diploma, Office Administration
Villanova University
Master Certificate in Human Resources, Human Resources Management/Personnel Administration, General
J.P. Morgan November 2013 - Present
The Hallmark Insurance Group June 2013 - October 2013
Fireman's Fund Insurance Company February 2007 - May 2012
Travelers January 2003 - January 2007
Citi April 2001 - December 2002
Skills
Marketing, Negotiation, Casualty, Liability, Process Improvement, Legal Liability, New Business Development, Claims Management, Professional Liability, Analysis, Team Leadership, Brokers, Account Management, Call Centers, Lotus Notes, Performance Management, Budgets, Outlook, Benefits Administration, Change Management, Employee Relations, Human Resources, Strategic Planning, Leadership Development, Talent Management, Operations Management, Data Analysis, Staff Development, Commercial Insurance, Sourcing, Pricing, Financial Analysis, Managed Care, Management, Leadership, Insurance, Customer Service, Underwriting, Property & Casualty...
Education
Texas Woman's University 2008 — 2010
Masters of Business Administration, Business Administration and Management, General
Northwood University 2003 — 2007
Bachelors, Business Administration
Kianda College 1990 — 1992
Diploma, Office Administration
Villanova University
Master Certificate in Human Resources, Human Resources Management/Personnel Administration, General
Aericka Current's J.P. Morgan Experience January 2014 - October 2014
Job AML Investigator at Huntington National Bank
Industry Accounting
Experience
Huntington National Bank May 2015 - Present
The Wendy's Company October 2014 - May 2015
J.P. Morgan January 2014 - October 2014
Wright State University August 2012 - July 2013
Christian Life Center May 2011 - July 2011
Honda June 2010 - August 2010
Mad River Mountain Ski Resort November 2009 - March 2010
Education
Wright State University 2012 — 2013
Masters in Accountancy, Accounting
Ohio Northern University 2008 — 2012
Bachelor of Science, Accounting
Huntington National Bank May 2015 - Present
The Wendy's Company October 2014 - May 2015
J.P. Morgan January 2014 - October 2014
Wright State University August 2012 - July 2013
Christian Life Center May 2011 - July 2011
Honda June 2010 - August 2010
Mad River Mountain Ski Resort November 2009 - March 2010
Education
Wright State University 2012 — 2013
Masters in Accountancy, Accounting
Ohio Northern University 2008 — 2012
Bachelor of Science, Accounting
Terry Harcott's J.P. Morgan Experience April 2005 - Present
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2005 - Present
J.P. Morgan January 2013 - November 2013
ING November 2003 - April 2005
KW International May 2001 - January 2003
Deutsche Bank September 1998 - June 2001
Skills
Agile Methodologies, Derivatives, Investment Banking, Fixed Income, Electronic Trading, Requirements Analysis, Risk Management, Market Data, SDLC, Software Project..., Trading Systems
Education
Nottingham Trent University 1995 — 1998
Bachelor of Arts (B.A.), Business Economics
JP Morgan April 2005 - Present
J.P. Morgan January 2013 - November 2013
ING November 2003 - April 2005
KW International May 2001 - January 2003
Deutsche Bank September 1998 - June 2001
Skills
Agile Methodologies, Derivatives, Investment Banking, Fixed Income, Electronic Trading, Requirements Analysis, Risk Management, Market Data, SDLC, Software Project..., Trading Systems
Education
Nottingham Trent University 1995 — 1998
Bachelor of Arts (B.A.), Business Economics
Jack Gillis's J.P. Morgan Experience 2009 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
National City Capital Markets 2008 - 2009
A.G. Edwards 1996 - 2007
Lehman Brothers 1995 - 1996
Chemical Bank (now J.P. Morgan) 1989 - 1993
Skills
Investments, Estate Planning, Fiduciary, Credit, Philanthropy, Mergers & Acquisitions, Relationship Management, Small Business, Portfolio Management, Valuation, Private Equity, Corporate Finance, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Accounting, Management & Strategy
Williams College 1985 — 1989
BA, Economics
St. Louis Country Day School 1977 — 1985
J.P. Morgan 2009 - Present
National City Capital Markets 2008 - 2009
A.G. Edwards 1996 - 2007
Lehman Brothers 1995 - 1996
Chemical Bank (now J.P. Morgan) 1989 - 1993
Skills
Investments, Estate Planning, Fiduciary, Credit, Philanthropy, Mergers & Acquisitions, Relationship Management, Small Business, Portfolio Management, Valuation, Private Equity, Corporate Finance, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Accounting, Management & Strategy
Williams College 1985 — 1989
BA, Economics
St. Louis Country Day School 1977 — 1985
Bob Berkus's J.P. Morgan Experience July 2010 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2010 - Present
Johnson Capital 2008 - 2009
Johnson Capital 2006 - 2008
Accenture 2004 - 2006
Skills
Analysis, Equities, Finance, Financial Modeling, Investments, Market Research, Negotiation, Private Equity, Strategy, Valuation
Education
Northwestern University - Kellogg School of Management 2009 — 2010
Master of Business Administration, Finance
Pepperdine University 1999 — 2003
BS, Business Administration
J.P. Morgan July 2010 - Present
Johnson Capital 2008 - 2009
Johnson Capital 2006 - 2008
Accenture 2004 - 2006
Skills
Analysis, Equities, Finance, Financial Modeling, Investments, Market Research, Negotiation, Private Equity, Strategy, Valuation
Education
Northwestern University - Kellogg School of Management 2009 — 2010
Master of Business Administration, Finance
Pepperdine University 1999 — 2003
BS, Business Administration
Bryan Hopper's J.P. Morgan Experience October 2014 - Present
Job Executive Director, Multinational Corporates at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
Fifth Third Bank December 2011 - October 2014
Royal Bank of Scotland June 2008 - December 2011
ABN AMRO September 2004 - June 2008
Banc One Capital Markets June 2003 - July 2004
Ernst & Young Corporate Finance September 1999 - June 2003
Banc One Capital Markets January 1996 - September 1999
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Strategy
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Finance, Economics
J.P. Morgan October 2014 - Present
Fifth Third Bank December 2011 - October 2014
Royal Bank of Scotland June 2008 - December 2011
ABN AMRO September 2004 - June 2008
Banc One Capital Markets June 2003 - July 2004
Ernst & Young Corporate Finance September 1999 - June 2003
Banc One Capital Markets January 1996 - September 1999
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Strategy
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Finance, Economics
Marc-Henri Galletti's J.P. Morgan Experience 1996 - 1999
Job Managing Director at Longitude Capital
Industry Venture Capital & Private Equity
Experience
Longitude Capital Management January 2007 - Present
Pequot Capital December 2002 - December 2006
Amerindo Investment Advisors February 2000 - August 2002
Vector Fund Management February 1999 - February 2000
J.P. Morgan 1996 - 1999
APM June 1990 - May 1995
Skills
Venture Capital, Private Equity, Biotechnology, Start-ups, Mergers & Acquisitions, Medical Devices, Life Sciences, Strategy, Due Diligence, Entrepreneurship, Financial Modeling, Management, Healthcare, Investment Banking, Business Strategy, New Business Development, Equities, Business Development, Lifesciences, Corporate Development, Leadership, Management Consulting, Mergers, Strategic Planning, Investments, Product Management, Valuation, Commercialization, Corporate Finance, M&A experience
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Marketing, Healthcare, Biotechnology
Princeton University 1986 — 1990
Longitude Capital Management January 2007 - Present
Pequot Capital December 2002 - December 2006
Amerindo Investment Advisors February 2000 - August 2002
Vector Fund Management February 1999 - February 2000
J.P. Morgan 1996 - 1999
APM June 1990 - May 1995
Skills
Venture Capital, Private Equity, Biotechnology, Start-ups, Mergers & Acquisitions, Medical Devices, Life Sciences, Strategy, Due Diligence, Entrepreneurship, Financial Modeling, Management, Healthcare, Investment Banking, Business Strategy, New Business Development, Equities, Business Development, Lifesciences, Corporate Development, Leadership, Management Consulting, Mergers, Strategic Planning, Investments, Product Management, Valuation, Commercialization, Corporate Finance, M&A experience
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Marketing, Healthcare, Biotechnology
Princeton University 1986 — 1990
Bill Mullally's J.P. Morgan Experience October 2008 - June 2012
Job Chief Marketing Officer at CNBS, LLC
Industry Financial Services
Experience
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
Carm Conti's J.P. Morgan Experience November 2007 - June 2010
Job Executive Assistant at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2010 - Present
J.P. Morgan November 2007 - June 2010
JPMorgan Chase & Co. August 2002 - November 2007
JPMorgan Chase & Co.- Anexsys/Bank One June 2001 - August 2002
JPMorgan Chase & Co. - Banc One Leasing Corporation/Operations Department June 1997 - June 2001
JPMorgan Chase & Co. July 1996 - July 1997
Huntington National Bank 1990 - 1996
Skills
Process Improvement, Business Analysis, Vendor Management, Banking, Leadership, SDLC, Risk Management, Financial Services, Management, Project Management
Education
Ohio Dominican University 1987 — 1989
Paralegal Degree
JPMorgan Chase & Co. June 2010 - Present
J.P. Morgan November 2007 - June 2010
JPMorgan Chase & Co. August 2002 - November 2007
JPMorgan Chase & Co.- Anexsys/Bank One June 2001 - August 2002
JPMorgan Chase & Co. - Banc One Leasing Corporation/Operations Department June 1997 - June 2001
JPMorgan Chase & Co. July 1996 - July 1997
Huntington National Bank 1990 - 1996
Skills
Process Improvement, Business Analysis, Vendor Management, Banking, Leadership, SDLC, Risk Management, Financial Services, Management, Project Management
Education
Ohio Dominican University 1987 — 1989
Paralegal Degree
Jed Snerson's J.P. Morgan Experience 1996 - 1997
Job COO at Hazon
Industry Nonprofit Organization Management
Experience
Hazon January 2014 - Present
New York Legal Assistance Group April 2013 - December 2014
UJA-Federation of New York September 1997 - April 2013
J.P. Morgan 1996 - 1997
Skills
Nonprofits, Fundraising, Volunteer Management, Community Outreach, Program Development, Event Planning, Public Speaking, Grant Writing, Strategic Planning, Management, Research, Leadership Development, Philanthropy, Event Management, Non-profits, Non-profit..., Budgets, Leadership, Program Management
Education
NYU Robert F. Wagner Graduate School of Public Service 1996 — 1998
Master of Public Administration (MPA), Finance
University of Wisconsin-Madison 1988 — 1992
Bachelor of Arts (B.A.), English
Hazon January 2014 - Present
New York Legal Assistance Group April 2013 - December 2014
UJA-Federation of New York September 1997 - April 2013
J.P. Morgan 1996 - 1997
Skills
Nonprofits, Fundraising, Volunteer Management, Community Outreach, Program Development, Event Planning, Public Speaking, Grant Writing, Strategic Planning, Management, Research, Leadership Development, Philanthropy, Event Management, Non-profits, Non-profit..., Budgets, Leadership, Program Management
Education
NYU Robert F. Wagner Graduate School of Public Service 1996 — 1998
Master of Public Administration (MPA), Finance
University of Wisconsin-Madison 1988 — 1992
Bachelor of Arts (B.A.), English
Sean O'Grady's J.P. Morgan Experience July 2014 - Present
Job Associate, J.P. Morgan Real Estate and Lodging Investment Banking
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Kellogg School of Management August 2012 - Present
J.P. Morgan June 2013 - August 2013
NewStar Financial June 2010 - June 2012
LNR Property Corporation October 2009 - June 2010
Anglo Irish Bank November 2007 - October 2009
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Williams College 2003 — 2007
J.P. Morgan July 2014 - Present
Kellogg School of Management August 2012 - Present
J.P. Morgan June 2013 - August 2013
NewStar Financial June 2010 - June 2012
LNR Property Corporation October 2009 - June 2010
Anglo Irish Bank November 2007 - October 2009
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Williams College 2003 — 2007
Marc Baylin's J.P. Morgan Experience 2002 - 2005
Job Founder, CIO MB Advisors, LLC
Industry Financial Services
Experience
MB Advisors, LLC January 2014 - Present
OppenheimerFunds September 2005 - March 2010
OFI Institutional Asset Mgmt September 2005 - March 2010
J.P. Morgan 2002 - 2005
T Rowe Price 1993 - 2002
Skills
Equities, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Private Equity, Board of Directors, Asset Allocation, Capital Markets, Equity Research, Investment Management, Wealth Management, Options
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance
The University of Texas at Austin 1985 — 1989
Bachelor's degree, Honors Business and Finance
MB Advisors, LLC January 2014 - Present
OppenheimerFunds September 2005 - March 2010
OFI Institutional Asset Mgmt September 2005 - March 2010
J.P. Morgan 2002 - 2005
T Rowe Price 1993 - 2002
Skills
Equities, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Private Equity, Board of Directors, Asset Allocation, Capital Markets, Equity Research, Investment Management, Wealth Management, Options
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance
The University of Texas at Austin 1985 — 1989
Bachelor's degree, Honors Business and Finance
Kirsti Holtan's J.P. Morgan Experience 2015 - Present
Job Vice President
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
RBS & ABN AMRO 2001 - 2015
Skills
Commercial Banking, Risk Management, Credit Risk, Corporate Finance, Portfolio Management, Cash Management, Management, Payments, Banking, Investment Banking, Credit, Financial Risk, Trade Finance
Education
Norwegian School of Economics (NHH) 1978 — 1982
J.P. Morgan 2015 - Present
RBS & ABN AMRO 2001 - 2015
Skills
Commercial Banking, Risk Management, Credit Risk, Corporate Finance, Portfolio Management, Cash Management, Management, Payments, Banking, Investment Banking, Credit, Financial Risk, Trade Finance
Education
Norwegian School of Economics (NHH) 1978 — 1982
Joan Matera Michalowskij's J.P. Morgan Experience August 2011 - Present
Job Executive Director, Real Estate Banking
Industry Commercial Real Estate
Experience
J.P. Morgan August 2011 - Present
Newmark Grubb Knight Frank September 2004 - August 2011
Guardian Life February 2000 - January 2004
AIG February 1997 - February 2000
Metlife 1988 - 1998
New York Life Insurance Company October 1983 - October 1988
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (M.B.A.), Finance, General
Notre Dame of Maryland University
Bachelor's Degree, Psychology
J.P. Morgan August 2011 - Present
Newmark Grubb Knight Frank September 2004 - August 2011
Guardian Life February 2000 - January 2004
AIG February 1997 - February 2000
Metlife 1988 - 1998
New York Life Insurance Company October 1983 - October 1988
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (M.B.A.), Finance, General
Notre Dame of Maryland University
Bachelor's Degree, Psychology
Michael Barina's J.P. Morgan Experience February 2014 - March 2014
Job Vice President at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. March 2014 - Present
J.P. Morgan February 2014 - March 2014
J.P. Morgan July 2010 - January 2014
ZS Associates August 2005 - August 2008
Skills
Strategic Planning, Mergers & Acquisitions, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, LBO, M, Business Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BS
Robert W. Baird & Co. March 2014 - Present
J.P. Morgan February 2014 - March 2014
J.P. Morgan July 2010 - January 2014
ZS Associates August 2005 - August 2008
Skills
Strategic Planning, Mergers & Acquisitions, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, LBO, M, Business Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BS
Danielle Harden's J.P. Morgan Experience March 2015 - Present
Job Vice President / Operations Risk Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2015 - Present
Huntington National Bank July 2012 - March 2015
JPMorgan Chase 2001 - 2012
Skills
Credit, Loans, Compliance, Operational Risk..., Control Testing, Financial Risk, Commercial Lending, Consumer Lending, Risk Management, Credit Analysis, Mortgage Banking, Commercial Banking, Retail Banking
Education
Ohio Dominican University
Bachelor, Psychology
University of Phoenix
Master of Business Administration (M.B.A.)
J.P. Morgan March 2015 - Present
Huntington National Bank July 2012 - March 2015
JPMorgan Chase 2001 - 2012
Skills
Credit, Loans, Compliance, Operational Risk..., Control Testing, Financial Risk, Commercial Lending, Consumer Lending, Risk Management, Credit Analysis, Mortgage Banking, Commercial Banking, Retail Banking
Education
Ohio Dominican University
Bachelor, Psychology
University of Phoenix
Master of Business Administration (M.B.A.)
Claudette Higgins's J.P. Morgan Experience June 2008 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
J.P. Morgan June 2008 - Present
J.P. Morgan May 2008 - Present
Bear Stearns May 2003 - June 2008
Deutsche Bank September 1995 - June 2001
Skills
Management, Office Management, Policy, Real Estate, Asset Management, Microsoft Excel, Investments, Financial Analysis, Outlook, Fixed Income, Investment Banking, Capital Markets, Microsoft Office, Equities, Valuation, Corporate Finance, Credit, Microsoft Word, Banking, Securities
Education
Oakwood College
Business Education, Business
JPMorgan June 2008 - Present
J.P. Morgan June 2008 - Present
J.P. Morgan May 2008 - Present
Bear Stearns May 2003 - June 2008
Deutsche Bank September 1995 - June 2001
Skills
Management, Office Management, Policy, Real Estate, Asset Management, Microsoft Excel, Investments, Financial Analysis, Outlook, Fixed Income, Investment Banking, Capital Markets, Microsoft Office, Equities, Valuation, Corporate Finance, Credit, Microsoft Word, Banking, Securities
Education
Oakwood College
Business Education, Business
Terry Barrett's J.P. Morgan Experience 2014 - Present
Job Executive Director, Supply Chain Finance Advisory at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2005 - 2014
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
National Bank of Detroit 1978 - 1995
Skills
Banking, Portfolio Management, Risk Management, Financial Analysis, Credit, Credit Analysis, Commercial Banking, Capital Markets, Cash Management, Credit Risk
Education
Bachelors
Oakland University
Bachelor of Science, Management
J.P. Morgan 2014 - Present
J.P. Morgan 2005 - 2014
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
National Bank of Detroit 1978 - 1995
Skills
Banking, Portfolio Management, Risk Management, Financial Analysis, Credit, Credit Analysis, Commercial Banking, Capital Markets, Cash Management, Credit Risk
Education
Bachelors
Oakland University
Bachelor of Science, Management
Dan Li's J.P. Morgan Experience May 2014 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Goldman Sachs July 2011 - April 2014
Education
Northwestern University - Kellogg School of Management 2006 — 2011
Doctor of Philosophy (PhD), Managerial Economics and Strategy
Peking University 2002 — 2006
BA, BS, Economics, Statistics
J.P. Morgan May 2014 - Present
Goldman Sachs July 2011 - April 2014
Education
Northwestern University - Kellogg School of Management 2006 — 2011
Doctor of Philosophy (PhD), Managerial Economics and Strategy
Peking University 2002 — 2006
BA, BS, Economics, Statistics
Jared Feeney, CFA's J.P. Morgan Experience April 2011 - October 2013
Job High Yield Credit Research at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2013 - Present
J.P. Morgan April 2011 - October 2013
J.P. Morgan July 2009 - April 2011
J.P. Morgan July 2008 - July 2009
Skills
Financial Modeling, Capital Markets, Equities, Investments, Finance, Asset Allocation, Credit, Investment Management, Strategy, Analysis, Banking, Leveraged Finance, Loans, Valuation, Investment Banking, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Hedge Funds, Private Equity, High Yield, Bonds, Alternative Investments, Equity Research, Derivatives
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2008
BBA, Finance
University of Michigan 2004 — 2005
Neuberger Berman October 2013 - Present
J.P. Morgan April 2011 - October 2013
J.P. Morgan July 2009 - April 2011
J.P. Morgan July 2008 - July 2009
Skills
Financial Modeling, Capital Markets, Equities, Investments, Finance, Asset Allocation, Credit, Investment Management, Strategy, Analysis, Banking, Leveraged Finance, Loans, Valuation, Investment Banking, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Hedge Funds, Private Equity, High Yield, Bonds, Alternative Investments, Equity Research, Derivatives
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2008
BBA, Finance
University of Michigan 2004 — 2005
Nancy Lamach's J.P. Morgan Experience May 2003 - August 2012
Job Business Analyst
Industry Banking
Experience
Huntington National Bank August 2012 - Present
J.P. Morgan May 2003 - August 2012
Skills
Home Equity, Home Equity Lines of..., Corporate Finance, Fixed Income, Equities, Bloomberg, Financial Analysis, Banking, Home Equity Loans, Business Analysis, Process Improvement, Leadership, Training, Financial Services
Education
Ohio Dominican University 2001 — 2005
BA, Business Administration
Army National Guard 1982 — 1988
Huntington National Bank August 2012 - Present
J.P. Morgan May 2003 - August 2012
Skills
Home Equity, Home Equity Lines of..., Corporate Finance, Fixed Income, Equities, Bloomberg, Financial Analysis, Banking, Home Equity Loans, Business Analysis, Process Improvement, Leadership, Training, Financial Services
Education
Ohio Dominican University 2001 — 2005
BA, Business Administration
Army National Guard 1982 — 1988
Clara Kim's J.P. Morgan Experience 1995 - 1999
Job Managing Director, Head of Marketing & Sales
Industry Investment Management
Experience
Black River Asset Management December 2013 - Present
Perella Weinberg Partners 2009 - 2012
Atticus Capital January 2006 - August 2009
Greylock Capital Management 2003 - 2006
Marakon Associates 2001 - 2003
J.P. Morgan 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Equities, Investments, Emerging Markets, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Business Development
Education
Kellogg School of Management (MBA) - Northwestern University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing & Strategy
University of California, Berkeley 1991 — 1995
Bachelor’s Degree, High Honors
Black River Asset Management December 2013 - Present
Perella Weinberg Partners 2009 - 2012
Atticus Capital January 2006 - August 2009
Greylock Capital Management 2003 - 2006
Marakon Associates 2001 - 2003
J.P. Morgan 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Equities, Investments, Emerging Markets, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Business Development
Education
Kellogg School of Management (MBA) - Northwestern University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing & Strategy
University of California, Berkeley 1991 — 1995
Bachelor’s Degree, High Honors
Helaina Jeannot's J.P. Morgan Experience May 2013 - August 2014
Job Executive Assistant
Industry Banking
Experience
Russell Reynolds Associates August 2014 - May 2015
J.P. Morgan May 2013 - August 2014
Credit Suisse March 2006 - April 2013
Orlando Regional Healthcare System May 2005 - December 2005
Genicon August 2004 - May 2005
Sprint December 1999 - August 2004
Skills
Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, CRM
Education
Nova Southeastern University 2002 — 2003
Business Management
Berekeley College 1995 — 1998
Business Administration
Union County Vocational Technical Schools 1992 — 1994
Business Data Processing
Russell Reynolds Associates August 2014 - May 2015
J.P. Morgan May 2013 - August 2014
Credit Suisse March 2006 - April 2013
Orlando Regional Healthcare System May 2005 - December 2005
Genicon August 2004 - May 2005
Sprint December 1999 - August 2004
Skills
Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, CRM
Education
Nova Southeastern University 2002 — 2003
Business Management
Berekeley College 1995 — 1998
Business Administration
Union County Vocational Technical Schools 1992 — 1994
Business Data Processing
Jasmyn Jones's J.P. Morgan Experience September 2013 - June 2014
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
Mondelēz International June 2015 - August 2015
J.P. Morgan September 2013 - June 2014
J.P. Morgan September 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Finance, Financial Services, Asset Management, Microsoft Excel, Economics, Relationship Management, Strategic Financial..., Bloomberg, Management, Business Strategy, Series 7, Financial Planning, Analysis, Leadership, Derivatives, Customer Service, Financial Modeling, Financial Analysis, PowerPoint, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Northwestern University - Kellogg School of Management
Northwestern University - Kellogg School of Management
Mondelēz International June 2015 - August 2015
J.P. Morgan September 2013 - June 2014
J.P. Morgan September 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Finance, Financial Services, Asset Management, Microsoft Excel, Economics, Relationship Management, Strategic Financial..., Bloomberg, Management, Business Strategy, Series 7, Financial Planning, Analysis, Leadership, Derivatives, Customer Service, Financial Modeling, Financial Analysis, PowerPoint, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Northwestern University - Kellogg School of Management
Northwestern University - Kellogg School of Management
Martin Beck's J.P. Morgan Experience May 2000 - May 2006
Job Managing Director at MAT Capital / Shandong Heavy Industry Group (Weichai Power)
Industry Financial Services
Experience
MAT Capital LLC / Shandong Heavy Industry Group October 2009 - Present
Macquarie Capital Advisors 2007 - 2009
J.P. Morgan May 2000 - May 2006
Skills
Mergers & Acquisitions, Strategy, Private Equity, Financial Modeling, Management, Due Diligence, Investments, Investment Banking, Valuation, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Northwestern University School of Law
Juris Doctor (J.D.)
Princeton University
Economics
MAT Capital LLC / Shandong Heavy Industry Group October 2009 - Present
Macquarie Capital Advisors 2007 - 2009
J.P. Morgan May 2000 - May 2006
Skills
Mergers & Acquisitions, Strategy, Private Equity, Financial Modeling, Management, Due Diligence, Investments, Investment Banking, Valuation, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Northwestern University School of Law
Juris Doctor (J.D.)
Princeton University
Economics
Angus Ejiofor's J.P. Morgan Experience January 1999 - August 2001
Job Managing Partner, Law Office of Angus U. Ejiofor, LLC
Industry Law Practice
Experience
Law Office of Angus U. Ejiofor, LLC 2001 - Present
J.P. Morgan January 1999 - August 2001
Skills
Arbitration, Corporate Law, Alternative Dispute..., Legal Research, Intellectual Property, Dispute Resolution, Courts, Appeals, Legal Writing, Joint Ventures, Employment Law, International Law, Mediation, Commercial Litigation, Wills, Document Drafting, Real Estate, Document Review
Education
Nova Southeastern University—Shepard Broad Law Center
Doctor of Law (J.D.), law
Nova Southeastern University—Shepard Broad Law Center
Doctor of Law (J.D.), Law
Seton Hall University
Bachelor of Arts (BA), Political Science and Government
University of Warwick
Master of Laws (LLM), Law
Law Office of Angus U. Ejiofor, LLC 2001 - Present
J.P. Morgan January 1999 - August 2001
Skills
Arbitration, Corporate Law, Alternative Dispute..., Legal Research, Intellectual Property, Dispute Resolution, Courts, Appeals, Legal Writing, Joint Ventures, Employment Law, International Law, Mediation, Commercial Litigation, Wills, Document Drafting, Real Estate, Document Review
Education
Nova Southeastern University—Shepard Broad Law Center
Doctor of Law (J.D.), law
Nova Southeastern University—Shepard Broad Law Center
Doctor of Law (J.D.), Law
Seton Hall University
Bachelor of Arts (BA), Political Science and Government
University of Warwick
Master of Laws (LLM), Law
D.J. Lipke's J.P. Morgan Experience June 2004 - June 2006
Job Prairie Capital
Industry Venture Capital & Private Equity
Experience
Prairie Capital LP November 2011 - Present
Summit Partners June 2006 - June 2009
J.P. Morgan June 2004 - June 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Strategy, Finance
University of Notre Dame 2000 — 2004
BBA, Finance and Economics
Prairie Capital LP November 2011 - Present
Summit Partners June 2006 - June 2009
J.P. Morgan June 2004 - June 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Strategy, Finance
University of Notre Dame 2000 — 2004
BBA, Finance and Economics
Collin Davis's J.P. Morgan Experience September 2013 - Present
Job Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Fifth Third Bank January 2010 - September 2013
Fifth Third Bank July 2008 - January 2010
Skills
Private Equity, Investment Strategies, Treasury Management, Financial Analysis, Cash Management, Commercial Credit, Commercial Banking
Education
Ohio Dominican University
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Arts (B.A.), Economics
J.P. Morgan September 2013 - Present
Fifth Third Bank January 2010 - September 2013
Fifth Third Bank July 2008 - January 2010
Skills
Private Equity, Investment Strategies, Treasury Management, Financial Analysis, Cash Management, Commercial Credit, Commercial Banking
Education
Ohio Dominican University
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Arts (B.A.), Economics
Tyler Day's J.P. Morgan Experience May 2007 - August 2007
Job Vice President at Creation Investments
Industry Financial Services
Experience
Creation Investments June 2011 - Present
Pivot Building Services February 2011 - June 2011
Five Talents Uganda September 2010 - February 2011
Houlihan Lokey July 2008 - August 2010
J.P. Morgan May 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Bloomberg, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Creation Investments June 2011 - Present
Pivot Building Services February 2011 - June 2011
Five Talents Uganda September 2010 - February 2011
Houlihan Lokey July 2008 - August 2010
J.P. Morgan May 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Bloomberg, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Phillip Morales's J.P. Morgan Experience November 2009 - March 2011
Job Business Account Executive at Time Warner Cable
Industry Banking
Experience
Time Warner Cable February 2015 - Present
Time Warner Cable July 2014 - February 2015
JP Morgan Chase Securities LLC June 2013 - July 2014
JPMORGAN CHASE November 2009 - June 2014
J.P. Morgan November 2009 - March 2011
Friedman schnaier August 2007 - July 2009
PRESTIGE FINANCIAL January 2008 - June 2009
Cablevision 2003 - 2008
CABLEVISION March 2003 - August 2007
Skills
Investments, Banking, Securities, Strategic Financial..., Credit, Financial Analysis, Portfolio Management, Sales, Series 63, Business Development, Accounting, Mortgage Lending, Customer Service, Asset Managment, Retirement Planning, Bloomberg, Management, Strategic Planning, Small Business, Insurance, Commercial Banking, Loans
Education
Nyack College 1994 — 1998
Nyack college, Interdisciplinary studies
Time Warner Cable February 2015 - Present
Time Warner Cable July 2014 - February 2015
JP Morgan Chase Securities LLC June 2013 - July 2014
JPMORGAN CHASE November 2009 - June 2014
J.P. Morgan November 2009 - March 2011
Friedman schnaier August 2007 - July 2009
PRESTIGE FINANCIAL January 2008 - June 2009
Cablevision 2003 - 2008
CABLEVISION March 2003 - August 2007
Skills
Investments, Banking, Securities, Strategic Financial..., Credit, Financial Analysis, Portfolio Management, Sales, Series 63, Business Development, Accounting, Mortgage Lending, Customer Service, Asset Managment, Retirement Planning, Bloomberg, Management, Strategic Planning, Small Business, Insurance, Commercial Banking, Loans
Education
Nyack College 1994 — 1998
Nyack college, Interdisciplinary studies
Chuck Soderstrom's J.P. Morgan Experience September 1992 - December 1999
Job COO/CCO at Impala Asset Management
Industry Investment Management
Experience
Impala Asset Management January 2004 - Present
J.P. Morgan September 1992 - December 1999
Salomon Brothers 1987 - 1992
Procter & Gamble June 1980 - September 1983
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master's degree, Finance and Marketing
Purdue University 1976 — 1980
Bachelor of Science (BS), Industrial Management
Impala Asset Management January 2004 - Present
J.P. Morgan September 1992 - December 1999
Salomon Brothers 1987 - 1992
Procter & Gamble June 1980 - September 1983
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master's degree, Finance and Marketing
Purdue University 1976 — 1980
Bachelor of Science (BS), Industrial Management
Sue Cozat's J.P. Morgan Experience April 2008 - October 2014
Job Trader at Mercuria
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan April 2008 - October 2014
Bear Stearns May 2007 - April 2008
Sequent Energy Management December 2002 - May 2007
Reliant Energy May 1996 - December 2002
Coastal July 1994 - May 1996
Midland Cogeneration Venture September 1988 - July 1994
Sun Oil March 1983 - May 1988
Skills
Hedging, Energy Markets, Commodity, Natural Gas, Commodity Markets, Energy, Gas, Derivatives, Trading, Energy Industry
Education
Northwood University 1989 — 1994
Business, Business Management/economics
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan April 2008 - October 2014
Bear Stearns May 2007 - April 2008
Sequent Energy Management December 2002 - May 2007
Reliant Energy May 1996 - December 2002
Coastal July 1994 - May 1996
Midland Cogeneration Venture September 1988 - July 1994
Sun Oil March 1983 - May 1988
Skills
Hedging, Energy Markets, Commodity, Natural Gas, Commodity Markets, Energy, Gas, Derivatives, Trading, Energy Industry
Education
Northwood University 1989 — 1994
Business, Business Management/economics
Elin Strong's J.P. Morgan Experience January 2014 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Goldman Sachs August 2005 - June 2013
Skills
Capital Markets, Equities, Private Equity, Valuation
Education
Norwegian School of Economics (NHH) 1997 — 2001
Siviløkonom, Finance
J.P. Morgan January 2014 - Present
Goldman Sachs August 2005 - June 2013
Skills
Capital Markets, Equities, Private Equity, Valuation
Education
Norwegian School of Economics (NHH) 1997 — 2001
Siviløkonom, Finance
Taylor Trepanier's J.P. Morgan Experience June 2012 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2012 - Present
Avon Theatre Film Center, Inc. September 2006 - May 2011
Magnum Jewelers September 2005 - September 2006
Skills
Microsoft Office, Financial Statement..., Cash Management, Finance, Cash, Balance Sheet, Asset, Funding, Financial Structuring, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2011
Bachelor of Business Administration, Finance
Norwalk Community College 2007 — 2009
Associates Degree, Finance
J.P. Morgan June 2012 - Present
Avon Theatre Film Center, Inc. September 2006 - May 2011
Magnum Jewelers September 2005 - September 2006
Skills
Microsoft Office, Financial Statement..., Cash Management, Finance, Cash, Balance Sheet, Asset, Funding, Financial Structuring, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2011
Bachelor of Business Administration, Finance
Norwalk Community College 2007 — 2009
Associates Degree, Finance
floyd converse's J.P. Morgan Experience 1993 - 1999
Job Head of SwapClear Sales and Marketing, USA
Industry Financial Services
Experience
LCH.Clearnet 2011 - Present
Bank of America 2005 - 2010
Goldman Sachs 1999 - 2005
J.P. Morgan 1993 - 1999
Lehman Brothers 1987 - 1993
Skills
Interest Rate..., Derivatives, Capital Markets, Financial Structuring, Credit Derivatives, Fixed Income, Finance, Foreign Exchange, Rates, Structured Finance, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1985 — 1987
mba, finance
St. Lawrence University 1978 — 1982
BA, economics
LCH.Clearnet 2011 - Present
Bank of America 2005 - 2010
Goldman Sachs 1999 - 2005
J.P. Morgan 1993 - 1999
Lehman Brothers 1987 - 1993
Skills
Interest Rate..., Derivatives, Capital Markets, Financial Structuring, Credit Derivatives, Fixed Income, Finance, Foreign Exchange, Rates, Structured Finance, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1985 — 1987
mba, finance
St. Lawrence University 1978 — 1982
BA, economics
Donald Werner's J.P. Morgan Experience August 2002 - Present
Job .
Industry Information Technology and Services
Experience
J.P. Morgan August 2002 - Present
Education
Ocean County College 1990 — 1992
Associate's degree, Business Management
J.P. Morgan August 2002 - Present
Education
Ocean County College 1990 — 1992
Associate's degree, Business Management
Sean Gorman, CFP ®'s J.P. Morgan Experience February 2003 - April 2011
Job VP Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2011 - Present
J.P. Morgan February 2003 - April 2011
Skills
Alternative Investments, Investments, Wealth Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2007 — 2011
Masters, Finance
University of Florida 1996 — 2000
Bachelor's degree, Finance/International Economics
Merrill Lynch April 2011 - Present
J.P. Morgan February 2003 - April 2011
Skills
Alternative Investments, Investments, Wealth Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2007 — 2011
Masters, Finance
University of Florida 1996 — 2000
Bachelor's degree, Finance/International Economics
Stephen Winer's J.P. Morgan Experience March 2008 - Present
Job Executive Director/Assistant General Counsel at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns 2003 - 2008
Prudential Securities Incorporated 2000 - 2003
A I M Management Group Inc. 1993 - 2000
Dorsey & Whitney LLP 1990 - 1993
Skills
Securities, Mutual Funds, Financial Services, Internet, Private Equity, Series 7, Capital Markets, Hedge Funds, Investment Banking, Wealth Management, Prime Brokerage, FINRA, Mergers & Acquisitions, Derivatives, Asset Management, Corporate Governance, Securities Regulation, Investments
Education
Northwestern University School of Law 1987 — 1990
Juris Doctor (J.D.), Cum Laude, Law
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Arts (B.A.), Summa Cum Laude, Political Science and Government
J.P. Morgan March 2008 - Present
Bear Stearns 2003 - 2008
Prudential Securities Incorporated 2000 - 2003
A I M Management Group Inc. 1993 - 2000
Dorsey & Whitney LLP 1990 - 1993
Skills
Securities, Mutual Funds, Financial Services, Internet, Private Equity, Series 7, Capital Markets, Hedge Funds, Investment Banking, Wealth Management, Prime Brokerage, FINRA, Mergers & Acquisitions, Derivatives, Asset Management, Corporate Governance, Securities Regulation, Investments
Education
Northwestern University School of Law 1987 — 1990
Juris Doctor (J.D.), Cum Laude, Law
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Arts (B.A.), Summa Cum Laude, Political Science and Government
Catherine Montilva, MBA's J.P. Morgan Experience November 2010 - Present
Job
Industry Banking
Experience
J.P. Morgan November 2010 - Present
Stuart M. Smith, P.A. April 2004 - October 2010
Alexander Johnson LLC January 2003 - March 2004
Skills
Highly detail oriented, Self-motivated Team..., Quick Study, Motivated self-starter, Analytical Skills, Creative Problem Solving, Real Estate, Teamwork, Legal Documents, Executive Management, Self-driven, Policy, Oral, Time Management, Goal Oriented, Critical Thinking, Notary Public, Social Skills, Collaborative Problem..., Organizational Structure, Due Diligence, People Skills, Organizational...
Education
Nova Southeastern University 2010 — 2013
Masters Degree, Finance, General
Nova Southeastern University 2008 — 2010
Bachelor of Arts (B.A.), Legal Studies, General
Broward Community College 2006 — 2008
Associate of Arts (A.A.), Associates of Law
J.P. Morgan November 2010 - Present
Stuart M. Smith, P.A. April 2004 - October 2010
Alexander Johnson LLC January 2003 - March 2004
Skills
Highly detail oriented, Self-motivated Team..., Quick Study, Motivated self-starter, Analytical Skills, Creative Problem Solving, Real Estate, Teamwork, Legal Documents, Executive Management, Self-driven, Policy, Oral, Time Management, Goal Oriented, Critical Thinking, Notary Public, Social Skills, Collaborative Problem..., Organizational Structure, Due Diligence, People Skills, Organizational...
Education
Nova Southeastern University 2010 — 2013
Masters Degree, Finance, General
Nova Southeastern University 2008 — 2010
Bachelor of Arts (B.A.), Legal Studies, General
Broward Community College 2006 — 2008
Associate of Arts (A.A.), Associates of Law
Janet Broughton's J.P. Morgan Experience October 1972 - January 1992
Job Ladies Lead at Steinmart
Industry Retail
Experience
Steinmart March 2013 - Present
Famrington Public Schools September 1992 - September 2000
J.P. Morgan October 1972 - January 1992
Skills
Merchandising, Visual Merchandising, Computer Proficiency, Team Management, Proficient Typing Skills, Organizational...
Education
University of Michigan 1998 — 2000
Business Administration and Management, General
Oakland Community College 1994 — 1997
Business Administration and Management, General
Steinmart March 2013 - Present
Famrington Public Schools September 1992 - September 2000
J.P. Morgan October 1972 - January 1992
Skills
Merchandising, Visual Merchandising, Computer Proficiency, Team Management, Proficient Typing Skills, Organizational...
Education
University of Michigan 1998 — 2000
Business Administration and Management, General
Oakland Community College 1994 — 1997
Business Administration and Management, General
David Piersol's J.P. Morgan Experience July 2005 - March 2012
Job Capital Markets | Senior Relationship Management | Asset Management | Investment Consulting | MBS Sales & Management
Industry Investment Management
Experience
BNY Mellon June 2012 - September 2013
J.P. Morgan July 2005 - March 2012
Bank of America May 2000 - July 2005
Greenwich Capital Markets February 1990 - April 2000
Morgan Stanley August 1984 - February 1990
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
BNY Mellon June 2012 - September 2013
J.P. Morgan July 2005 - March 2012
Bank of America May 2000 - July 2005
Greenwich Capital Markets February 1990 - April 2000
Morgan Stanley August 1984 - February 1990
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
Jonathan Papas's J.P. Morgan Experience June 2015 - Present
Job German Teacher at Washington Court House City Schools
Industry Education Management
Experience
J.P. Morgan June 2015 - Present
Washington Court House City Schools 2006 - Present
Skills
Curriculum Design, Curriculum Development, ESL, Tutoring, Teacher Training, Lesson Planning, Teaching English as a..., Classroom, Educational Technology, Educational Leadership, Literacy, Classroom Management, Adult Education, Teaching, Elementary Education, Language Teaching, Curriculum Presentation, SWOT Analysis, Individiual Learning..., Trend Identification &..., Data Analysis, Program Development, Program Implementation, Project Management..., Teaching Strategies, Performance Assessments, Training Methods, Relationship Building, Relationship Management, Written/Oral..., MAC/Office/Windows, Higher Education
Education
Ohio Dominican University 2009 — 2010
Master of Arts (M.A.), TESOL
University of Phoenix 2007 — 2008
Master of Education (M.Ed.), Curriculum and Instruction
University of Mount Union 1998 — 2002
Bachelor's degree, German Studies
J.P. Morgan June 2015 - Present
Washington Court House City Schools 2006 - Present
Skills
Curriculum Design, Curriculum Development, ESL, Tutoring, Teacher Training, Lesson Planning, Teaching English as a..., Classroom, Educational Technology, Educational Leadership, Literacy, Classroom Management, Adult Education, Teaching, Elementary Education, Language Teaching, Curriculum Presentation, SWOT Analysis, Individiual Learning..., Trend Identification &..., Data Analysis, Program Development, Program Implementation, Project Management..., Teaching Strategies, Performance Assessments, Training Methods, Relationship Building, Relationship Management, Written/Oral..., MAC/Office/Windows, Higher Education
Education
Ohio Dominican University 2009 — 2010
Master of Arts (M.A.), TESOL
University of Phoenix 2007 — 2008
Master of Education (M.Ed.), Curriculum and Instruction
University of Mount Union 1998 — 2002
Bachelor's degree, German Studies
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.