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
JP Morgan Chase December 2009 - Present
J.P. Morgan December 2009 - Present
Transamerica Retirement Service April 2005 - October 2009
Transamerica Retirement Services April 2005 - October 2009
Quikdrop of Palm Springs 2004 - 2005
Wells Fargo Home Mortgage 2003 - 2004
Wells Fargo Home Mortgage 2001 - 2003
Toyota Motor Sales January 2000 - January 2001
Danone Waters of North America January 1998 - January 2000
GE Technology January 1997 - January 1998
Skills
Needs Analysis, Instructional Design, Training, FrameMaker, Project Management, Content Management, Coaching, Performance Management, Call Center, Consulting, Database Administration, Quality Control, Customer Service, Microsoft Office, Management, Workshops, Business Operations, Statistics, System Administration, Photoshop, Call Centers, E-Learning, Blended Learning, Learning Management..., Instructor-led Training, Learning Management
Education
Metropolitan State College – Denver, Colorado 1977 — 1981
BA, – Speech Communications
Pasadena City College
Project Management Certification
Approach Resources Inc. January 2014 - Present
J.P. Morgan February 2000 - December 2013
Skills
Capital Markets, Investment Banking, Valuation, Equities, Financial Modeling, Private Equity, Corporate Finance, Fixed Income, Investments, Hedge Funds, Due Diligence, Alternative Investments, Financial Structuring, LBO, Mergers & Acquisitions, Financial Analysis
Education
Pace University - Lubin School of Business 1997 — 1999
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan February 2011 - Present
JPMorgan Chase October 2010 - February 2011
Skills
Emerging Markets, Financial Analysis, Fixed Income, Bloomberg, International Business, Equities, FX Spot, International..., MarketAxess, Euroclear, DTC, QuickBooks, Financial Modeling, Sensitivity Analysis, Country Risk Analysis, Non-profit Program..., Philanthropy, International..., CRM, Manage Client..., International Finance, Microfinance
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Penn State University 2005 — 2009
Bachelor of Science (BS), International Business
Biship Kearney High School
Internal Revenue Service February 2012 - April 2012
Penn State University Chinese Students and Scholars Association May 2011 - April 2012
Citi July 2011 - July 2011
J.P. Morgan June 2011 - July 2011
Skills
Accounting, Financial Accounting, Creativity, Multi Tasking, Leadership, Advertising, Critical Thinking, Mathematics, Communication Skills, Eye for Details, Reliability, Integrity, Microsoft Excel, Microsoft Office, Facebook, Economics, Financial Analysis, Tax
Education
Penn State University 2010 — 2013
Bachelor of Science (BS), Accounting
Penn State University 2010 — 2013
Bachelor of Arts (BA), Advertising
J.P. Morgan February 2014 - Present
PPG Industries May 2013 - August 2013
Johnson & Johnson June 2012 - January 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Corporate Finance, SAP, JD Edwards, Cognos, Sarbanes-Oxley
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Sirius Computer Solutions July 2011 - Present
Wipro Technologies (Infocrossing) September 1996 - July 2011
J.P. Morgan 1993 - 1996
GE 1987 - 1993
Skills
IT Strategy, IT Outsourcing, Managed Services, Cross-functional Team..., Outsourcing, Business Strategy, Disaster Recovery, Data Center, IT Operations, Project Management, Servers, Cloud Computing, Leadership, Enterprise Software, CRM, SaaS, Vendor Management, IT Service Management, Professional Services, Pre-sales, Service Delivery, IT Management, ITIL, Solution Selling, Virtualization, Integration, Storage, Solution Architecture, Business Intelligence, HP, Enterprise Architecture, Information Technology, VMware, Security, Infrastructure, Business Continuity, Service Management, Partner Management, Storage Area Networks, VDI, Cisco Technologies, Business Alliances, High Availability, Citrix, Enterprise Storage
Education
Pennsylvania State University-Great Valley Graduate Center 1991 — 1993
Master of Management, Business Administration
Penn State University 1983 — 1987
B.S., Computer Science
L'Oréal USA May 2015 - Present
J.P. Morgan June 2014 - August 2014
Skills
Sales, Customer Service, PowerPoint, Time Management, Teamwork, Leadership, Merchandising, Social Media, Visual Merchandising, Public Speaking, Microsoft Excel, Financial Analysis, Cross-functional Team...
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance and Economics
Citrusbyte October 2014 - Present
Javelin Lean Startup Machine September 2013 - September 2014
UX Consultant January 2007 - September 2013
Taskstream February 2012 - April 2013
J.P. Morgan November 2010 - February 2012
SpeechCycle June 2005 - December 2006
Convergys February 2002 - April 2005
i33 March 2001 - August 2001
Xceed November 1999 - February 2001
Wall Street Journal Interactive Edition August 1999 - December 1999
Skills
User Experience, Interaction Design, User-centered Design, Usability Testing, User Experience Design, Information Architecture, User Research, Persona, Product Design, Mobile Design, Mobile Applications, User Interface, Visual Design, Agile Methodologies, Paper Prototyping, Team Leadership
Education
Parsons School of Design 1995 — 1997
AAS, Graphic Design
University of Vermont 1990 — 1994
BS, Political Science / Studio Art
J.P. Morgan June 2015 - Present
Software Guidance & Assistance September 2014 - June 2015
Software Guidance & Assistance November 2013 - September 2014
Cambridge University Press September 2013 - November 2013
America Reads October 2011 - March 2013
Child Care Resources of Rockland, Inc. May 2012 - August 2012
1080 Group Inc. -Verizon May 2011 - July 2011
Skills
C++, Microsoft Excel, Leadership, Dispute Resolution, Analysis, Human Resources, Business Ethics, Management, People Skills, Business, Negotiation, Temporary Placement, Project Management, Recruiting, Social Media, Customer Service, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Training, Public Speaking
Education
Penn State University 2009 — 2014
Bachelor of Science (BS), Labor and Industrial Relations
J.P. Morgan May 2014 - Present
Omni Hotels September 2012 - May 2014
Volunteer Income Tax Assistance January 2012 - April 2012
J.P Morgan December 2007 - August 2010
Wells Fargo April 2007 - October 2007
Bank of America November 2005 - August 2006
Skills
Banking, Healthcare Management, Tax Preparation, Security Operations, Sales Operations, Strategy, Financial Services, Financial Risk, Event Management, Microsoft Excel, Sales, Analysis, Team Building, Budgets, Customer Service, Hospitality, Microsoft Office
Education
University of Phoenix 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Palo Alto College 2003 — 2004
Associates of Business Administration (A.B.A.), Business Administration and Management, General
Conifer Health Solutions February 2015 - Present
Apple 2013 - January 2015
Ambit Energy 2010 - 2013
BearCom 2008 - 2010
J.P. Morgan 2005 - 2008
Skills
Sales Management, Sales, International Sales, Sales Operations, Marketing Strategy, Salesforce.com, Sales Process, New Business Development, Business Strategy, Pipeline Development, Sales Presentations, High-impact sales..., Online Lead Generation, Lead Generation, Complex contract..., Multi-product..., Entrepreneurship, Sales Process..., Start-ups, Online Advertising, Online Marketing, Digital Marketing, Leadership, Event Planning, Direct Sales, Social Media Marketing, Marketing Communications, Email Marketing, Product Marketing, Customer Service, Marketing, CRM, Microsoft CRM, Oracle CRM, Microsoft Excel, Microsoft Dynamics, Project Management, Sales forecasting and..., Fluent in Spanish
Education
Penn State University
Bachelor of Science, Accounting and Finance
Richland College
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
SurfStitch.com October 2014 - Present
J.P. Morgan February 2014 - October 2014
J.P. Morgan July 2010 - January 2014
J.P. Morgan July 2009 - September 2009
Harrah's Operating Company, LLC. April 2005 - July 2008
Oracle Capital Advisors, LLC January 2004 - March 2005
Education
NYU Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Global Business
London School of Economics and Political Science 2010 — 2010
Master of Business Administration (MBA)
Peking University 2009 — 2009
Master of Business Administration (MBA)
University of Arizona 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance
Nido de Aguilas International High School, Santiago, Chile 1997 — 1999
High School
Yale University August 2012 - Present
J.P. Morgan June 2011 - August 2011
Deloitte & Touche January 2011 - February 2011
David Diebold & Associates July 2010 - August 2010
Education
Yale School of Management 2012 — 2017
Doctor of Philosophy (PhD), Financial Economics
Peking University 2008 — 2012
Bachelor, Finance
Toll Brothers May 2015 - Present
J.P. Morgan June 2014 - May 2015
Origlio Beverage May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling
Education
Penn State University 2010 — 2014
Hewlett-Packard June 2014 - Present
Penn State University August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Skills
Java, C++, HTML, JavaScript, XML, SQL, SAP XI, Test Management, Agile Project Management, SDLC, PHP, Python, Project Management, Project Planning, Test Planning, Teamwork, Public Speaking, Social Media, Critical Thinking, Microsoft Office, MS Project, Visio, Assistant Teaching, Customer Service
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Information Sciences and Technology
J.P. Morgan November 2014 - Present
J.P. Morgan June 2012 - October 2014
Penn State Dance MaraTHON September 2009 - April 2012
Nittany Lion Fund, LLC. May 2010 - December 2011
J.P. Morgan June 2011 - August 2011
Charles Hura Landscaping and Lawn Care April 2002 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Finance, Investment Banking, Valuation, PowerPoint, Management, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Finance, Minor in Economics
Spencerport
Spencerport
American Medical Response October 2014 - Present
Double Eagle Distributing, Inc. January 2012 - February 2014
J.P. Morgan October 2011 - January 2012
PHH Corporation June 2010 - April 2011
Hertz January 2009 - January 2010
Skills
New Product..., Negotiation, Team Leadership, Communication, Forecasting, CPR Certified, Fire Safety, Fire Suppression Systems, Medical Education, Pre-sales, Customer Service, Customer Relations
Education
University of North Florida 2003 — 2008
Criminal justice, Criminal Justice/Law Enforcement Administration
Palm Beach State College
Fire Science/Fire-fighting
Palm Beach State College
Emergency Medical Technology/Technician
Vanguard October 2013 - Present
Vanguard July 1999 - September 2013
J.P. Morgan June 1997 - July 1999
Price Waterhouse Management Consultants March 1994 - June 1997
Skills
Agile Methodologies, Telecommunications, Software Development, Project Management, Management, Security, IT Operations, Information Technology, Process Engineering, Avaya, Contact Centers, Waterfall, Lean Manufacturing, Kanban, Vendor Management, Business Analysis, SDLC, Visio, Process Improvement, SharePoint
Education
Penn State University
Bachelor of Science, Hotel, Motel, and Restaurant Management
Cancer Research Institute (CRI) 2012 - Present
Carnegie Hall 2012 - 2012
J.P. Morgan 2006 - 2011
Ernst & Young 2002 - 2006
KPMG 1997 - 2002
Skills
Business Valuation, Financial Statement..., Organizational Structure, Time Management, Grant Writing, Private Foundations, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Financial Reporting, Finance, Fundraising, Equities
Education
Penn State University
BS, BA, Finance, Economics
University of Rochester
Master of Science (MS), Applied Economics
J.P. Morgan July 2012 - Present
KPMG US September 2006 - April 2010
Skills
Mergers & Acquisitions, M&A experience, Corporate Finance, Financial Modeling, Business Valuation, Private Equity, Financial Analysis, Due Diligence, Valuation, Strategy, Management, Investment Banking, Joint Ventures
Education
Wharton School, University of Pennsylvania 2010 — 2012
Master of Business Administration (MBA), Finance, General
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Accounting
RTS International December 2013 - Present
JPMorgan Chase May 2012 - December 2013
JPMorgan Chase May 2011 - May 2012
J.P. Morgan May 2010 - May 2011
Commerce Bank April 2008 - May 2010
Wilsons Leather January 2008 - April 2008
Hencorp Commcor Futures Brokerage Firm August 2006 - January 2007
Southpartner May 2006 - August 2006
Banif Investment Banking December 2005 - May 2006
BLADEX Export Bank February 2005 - December 2005
Skills
Series 7, Series 63, Series 65, Series 6, Customer Service, Investment Brokerage, Salesforce.com, Qualified Retirement..., 401k, IRAs, Microsoft Excel, Business Development, Microsoft Office, FINRA, Loans, Banking, Sales, Retirement, Securities, Mutual Funds, Investments, Financial Markets, New Business Development, Sales Presentations, Retirement Planning, Credit, Financial Services, Pensions, CRM, Relationship Management, Financial Analysis, Finance, Asset Allocation, Asset Management, Equities, Negotiation, Networking, ETFs, Capital Markets, Portfolio Management, Derivatives
Education
Park University 2010 — 2012
MBA, BUSINESS
Faculdade Trevisan 2003 — 2006
Bachelor, Business Administration
Merrill Lynch April 2014 - Present
Barclays Investment Bank July 2012 - April 2014
Barclays Investment Bank July 2012 - August 2013
J.P. Morgan May 2010 - August 2011
Skills
Bloomberg, Valuation, Financial Modeling, Portfolio Management, VBA, Investments, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Derivatives, Equity Research, Financial Markets, Trading, Finance, Financial Risk, Bonds, Emerging Markets, Options, Capital Markets, Securities, Asset Management, Economics, Financial Services, Swaps, Wealth Management, Risk Management, Analysis, Foreign Exchange, Microsoft Excel, Financial Reporting, Business Analysis, Equity Derivatives, Financial Accounting, Accounting, Interest Rate..., Hedging, Dodd-Frank, Trading Systems, Prime Brokerage, Market Risk, Middle Office, DCF, Interest Rate Swaps, Trading Strategies, Due Diligence, Cash Handling Experience, Residential Investment...
Education
The University of Connecticut 2008 — 2012
Bachelor of Science in Business Administration, Finance
Penn State University 2008 — 2009
J.P. Morgan August 2015 - Present
Code and Theory June 2015 - Present
Viacom January 2015 - May 2015
Publicis Kaplan Thaler June 2014 - August 2014
Havas Worldwide (Euro RSCG) June 2013 - August 2013
MyCityWay July 2012 - November 2012
Viacom February 2012 - May 2012
Viacom September 2011 - December 2011
StyleCaster February 2010 - May 2010
L'Oréal September 2009 - December 2009
Skills
User Interface Design, User Experience Design, OmniGraffle, Rapid Prototyping, JavaScript, HTML, CSS, Node.js, WebSockets, Agile & Waterfall..., Eagle PCB, PHP, Graphic Design, Photoshop, Illustrator, InDesign, Final Cut Pro, Video Editing, Stop Motion, After Effects, Motion Graphics, Processing, Arduino, Microsoft Office, Databases, OpenFrameworks
Education
New York University 2013 — 2015
MPS, Interactive Telecommunication Program (ITP)
Pratt Institute 2012 — 2013
Master of Science (M.S.), Communication Design, N/A
Parsons School of Design 2008 — 2012
Bachelor of Fine Arts (BFA), Design and Technology
Barclays March 2015 - Present
J.P. Morgan May 2013 - March 2015
RCC Ventures March 2013 - May 2013
Sigma Capital Partners June 2012 - March 2013
Jack Resnick & Sons, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Research, Outlook, Social Networking, Social Media, Equities, Financial Analysis, Analysis, Fixed Income, VBA, Derivatives
Education
Fordham Graduate School of Business 2012 — 2013
M.S. Quantitative Finance, Finance, General, Incoming
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Mathematics, Alumni
Stuyvesant High School 2004 — 2008
High School Diploma
J.P. Morgan September 2012 - Present
JPMorgan Chase February 2012 - September 2012
JP Morgan Chase July 2009 - February 2012
Garnet Capital Advisors January 2008 - May 2009
M.W. Samara Inc. May 2006 - January 2008
Skills
Auditing, Microsoft Excel, Recruiting, Internal Controls, Microsoft Office, Management, Microsoft Word, Project Management, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 2005 — 2009
BBA, Public Accounting
PCG Public Partnerships July 2010 - Present
J.P. Morgan August 2014 - March 2015
PNC February 2013 - July 2014
PNC January 2009 - January 2013
PNC January 2006 - December 2008
Dutton Mill Shop n Bag June 1998 - September 2005
Skills
Banking, Accounting, Management, Finance, Financial Risk, Auditing, Program Management, Accounts Receivable, Internal Audit, Customer Service, Corporate Actions, Tax, Payments, Employee Training, Portfolio Management, Investments, Securities Lending, Financial Analysis
Education
Penn State University 2000 — 2004
Bachelor of Arts (BA), History, 3.3
Cardinal O'Hara High School 1996 — 2000
Diploma, Required
BDT Capital Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
Losning Business Solutions March 2012 - June 2012
J.P. Morgan June 2011 - August 2011
InnoBlue 2010 - 2011
Skills
Financial Modeling, Investment Banking, Analysis, Valuation, Corporate Finance, Bloomberg, Portfolio Management, Equities, LBO, Investments, Capital Markets, Financial Analysis, Due Diligence, Bloomberg Terminal, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics
J.P. Morgan August 2011 - Present
Citigroup March 2006 - September 2011
New York Mercantile Exchange February 2005 - March 2006
POM Wonderful June 2003 - February 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Accounting, Tax, Finance, Auditing, Hedge Funds, Financial Services, Private Equity, Internal Audit, Investments, Financial Statements, Valuation, General Ledger, Fund Of Funds, Financial Modeling, Cash Management, Budgets, Analysis
Education
Pace University - Lubin School of Business 1997 — 2000
BBA, Finance / IS
J.P. Morgan February 2015 - Present
JP Morgan November 2005 - Present
The Chase Manhattan Bank January 1999 - October 2005
Education
Penn State University 1993 — 1998
BS, Computer Science
PwC May 2013 - June 2014
Navigant June 2012 - September 2012
Extreme Linen December 2011 - April 2012
J.P. Morgan June 2011 - October 2011
Aventana Real Estate May 2010 - August 2011
Valley Forge Consulting Corporation June 2009 - February 2010
Ascensus November 2006 - June 2009
Skills
Insurance, Mutual Funds, Microsoft Excel, Outlook, Employee Benefits, Customer Service, Sales, Real Estate, Time Management, Risk Management, Leadership, Training, Process Improvement, Finance, Management, Investments, Public Speaking, Recruiting, Team Building, Employee Relations
Education
Penn State University 2002 — 2006
Bachelors, Psychology
J.P. Morgan May 2014 - Present
Alvarez & Marsal October 2012 - April 2014
Ernst & Young October 2011 - October 2012
Skills
Transaction Experience, Capital IQ, Bloomberg, Financial Modeling, DCF Valuation, Alternative Investments, Precedent Transactions, Comparative Analysis, Business Valuation, Portfolio Valuation, Financial Analysis, Credit Risk, Pitch Books, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Valuation, Capital Markets, Investment Banking
Education
Penn State University 2007 — 2011
B.S., Finance, Accounting, Economics (High Distinction)
J.P. Morgan January 2013 - Present
J.P. Morgan February 2012 - January 2013
J.P. Morgan December 2011 - February 2012
J.P. Morgan August 2011 - December 2011
Skills
Bloomberg, Financial Modeling, Microsoft Excel, Derivatives, Interest Rate Swaps, SEC regulations, Analysis, Financial Risk, FX Options, Trading
Education
West Chester University of Pennsylvania 2008 — 2011
Bachelor of Science (B.S.), Finance
Penn State University 2006 — 2008
J.P. Morgan July 2015 - Present
UBS June 2014 - August 2014
LDR Capital Management May 2013 - July 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Office, Financial Analysis, Social Networking, Leadership, Spanish, Equities, Research, Swimming, Teamwork, Asset Management, Swimmer, Public Speaking, Friendly Personality, Marketing, Social Media, Fitness
Education
Penn State University 2011 — 2015
Bachelor of Science with Honors, Finance
Novare Capital Management April 2013 - Present
J.P. Morgan September 2010 - March 2013
Wachovia Securities June 2008 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Business Administration, Finance & Investments
Peking University
Doing Business in China
J.P. Morgan August 2014 - Present
Children's Hospital of Pittsburgh September 2012 - July 2014
Bellefonte Area School District August 2011 - January 2012
Penn State University July 2011 - August 2011
Penn State University January 2009 - July 2011
Skills
Fundraising, Child Development, Human Development, Teaching, Microsoft Office, Research, Public Speaking, Healthcare, Positive Team Player, Mac OS
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Major: Education / Minor: Human Development & Family Studies
Woodland Hills High School 2004 — 2008
J.P. Morgan May 2015 - Present
J.P. Morgan October 2013 - May 2015
Philadelphia Housing Authority July 2008 - March 2013
Skills
PeopleSoft, Process Improvement, Project Management, Lean Operations, Excel models, Microsoft Excel, Supply Chain, Guitarist, Strategic Planning, Six Sigma, Team Leadership, Management, Change Management, Supply Chain Management, Strategy, Microsoft Office, Data Analysis, Leadership, Project Planning
Education
Villanova University 2013 — 2013
Lean Sensei, Lean Six Sigma
Penn State University 2004 — 2008
SC&IS - Supply Chain and Information Systems, Business, Supply Chain
State Street April 2015 - Present
MarkitSERV January 2014 - April 2015
MarkitSERV August 2012 - December 2013
J.P. Morgan February 2010 - August 2012
J.P. Morgan February 2010 - January 2012
Turner Investment Partners December 2008 - August 2009
Skills
Factset, Portia, Bloomberg, Excel, PowerPoint, WINS, Summit, Finance, Derivatives, Microsoft Excel, Superior Work Ethic, Hedge Funds, Portfolio Management
Education
Penn State University 2006 — 2009
BA, BS, Finance and Economics
DFC Global Corp. May 2015 - Present
Fiserv Lending Solutions October 2014 - May 2015
J.P. Morgan June 2013 - October 2014
PHH Corporation 2012 - 2013
TD 2011 - 2012
Bank of America 2010 - 2012
AIG - TNC Management Group February 2008 - July 2010
Wells Fargo 2000 - 2008
Skills
Certified Scrum Master..., PMP, Six Sigma, DOE, SIPOC, Business Requirements, PPM, Planview, SharePoint, SharePoint Designer, SDLC, Compliance Management, Agile Project Management, Change Management, Internal Audit, PMO, Project Management, Software Documentation, Risk Assessment, Business Process..., Risk Management, Vendor Management, Business Analysis, Visio, Team Building, Quality Assurance, AML, Business Intelligence, Operational Risk, IT Audit, MS Project, Project Portfolio..., Process Improvement, Management, Banking, Leadership, Financial Risk, Financial Services, Executive Management, Auditing, Internal Controls, Operational Risk..., Governance, Credit, Information Technology, Business Continuity, Risk Analysis, Analytics, Financial Modeling, Fraud
Education
Penn State University 1996 — 2000
BS, Management - HRIM
J.P. Morgan February 2015 - Present
Skills
Paper Sculpture, Art Installation, Drawing, Photography, Art, Logo Design, Printmaking, Illustration, Paper, Film, Information Architecture, Sculpture, Typography, InDesign, Field Installation, Photoshop, HTML, Web Design, Flash, Graphic Design, Painting, Illustrator, Art Direction, Brochures, Interaction Design, Art Education, Advertising, Screen Printing, Visual Arts, Creative Direction, Graphics, Adobe Creative Suite, Fine Art, Social Media, Concept Development
Education
School of Visual Arts (SVA) 2006 — 2006
Continuing Education : Graphic / Web Design
Queens College 1995 — 1997
MFA, Visual Arts
SUNY Purchase 1993 — 1995
BFA, Visual Arts
The New School for Social Research 1991 — 1993
Liberal Arts
Parsons School of Design 1991 — 1993
Fine Arts / Art Education
Calverton National Cemetery July 2012 - January 2013
J.P. Morgan November 2000 - May 2004
New York City Fire Department January 1991 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bookkeeping, Customer Service, Credit, Analytics, Economics, Food, Hospitality, Hotels, Hospitals, Internet, Lotus Notes, Marketing Research, Qualitative Research, Windows, Creative Writing, PC, Mac OS X, Public Speaking, Coaching, OS X, Government, Training, Project Planning, Management, Sales, Leadership, Security, Analysis, Access, Policy, Outlook, PowerPoint, Supervisory Skills, Teamwork, Budgets, Data Entry, System Administration, Software Documentation, Process Scheduler, Team Building, Program Management, Team Leadership, Nonprofits, Strategic Planning, Operations Management, Research, Process Improvement
Education
Pace University - Lubin School of Business 1974 — 1977
Bachelor's Degree, Economics
The Allen School 1999 — 2011
Certificate, Medical Billing & Coding
UBS July 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Cozen O'Connor May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Social Media, Investments, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Due Diligence, Alternative Investments, Hedge Funds, Credit Risk, Research, Fixed Income, Equities, Investment Management, Morningstar, FactSet, Commodity Markets, Currency Markets, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance, 3.75
Cheltenham High School 2006 — 2010
General, General Studies
Gary Allen Custom Homes LLC 2012 - Present
ConvergEx Group 2008 - 2012
B-Trade Securities LLC October 2004 - April 2008
HSBC Securities June 1998 - October 2004
J.P. Morgan August 1994 - May 1998
Skills
Securities Regulation, Electronic Trading..., Securities, Trading, Options, Series 7, Series 8, Series 14, Series 24, Series 55, Series 63, Financial Markets, Fixed Income, Emerging Markets, AML, FINRA, NYSE
Education
Pace University-New York
Bachelor of Arts (BA)
J.P. Morgan August 2013 - Present
Summit Financial Resources, Inc. June 2010 - August 2013
Wachovia Securities, LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Education
Rutgers University
MBA, Finance & Global Business
Penn State University
BS, Biology & Business
Okinus, Inc. April 2013 - Present
L6 Holdings Corporation June 2007 - Present
ProCare Rx 2011 - 2011
Roark Capital Group 2002 - 2007
Credit Suisse First Boston Corporation June 1999 - December 2001
J.P. Morgan 1996 - 1999
CompuTower Technologies Corp. 1989 - 1995
Bear Stearns 1987 - 1989
Washington Redskins 1985 - 1985
Skills
Financial Services, Private Equity, Mergers & Acquisitions, Corporate Finance, Mergers, Due Diligence, Strategic Planning, Venture Capital, New Business Development, Business Planning, Start-ups, Healthcare, Negotiation, Fundraising, Middle Market, Franchising, Debt
Education
Penn State University 1984 — 1986
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
J.P. Morgan February 2014 - Present
UBS June 2013 - August 2013
Penn State University January 2013 - May 2013
Rehoboth By the Sea Reality January 2012 - May 2012
Delaware Interscholastic Athletic Association January 2010 - February 2010
Skills
Economics, Financial Modeling, Stata, Econometrics
Education
Penn State University 2013 — 2013
Bachelor of Science (BS), Economics
BlackRock August 2015 - Present
J.P. Morgan January 2014 - August 2015
CEB January 2013 - December 2013
Skills
Strategic Communications, Marketing Communications, Account Management, Market Research, Salesforce.com, Sales Operations, Finance, Leadership, Management Consulting, Competitive Analysis, Business Strategy, Business Development, Strategic Partnerships, Strategy, Strategic Planning, Management, Microsoft Excel
Education
Penn State University 2008 — 2012
Bachelor's degree, Business/Corporate Communications
J.P. Morgan June 2012 - August 2012
Goldman Sachs February 2010 - April 2011
Morgan Stanley July 2006 - January 2010
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Equities, Finance, Investments, Corporate Finance, Investment Banking, Asset Management, Capital Markets, Due Diligence, Restructuring, Asset Managment, Equity Research, Hedge Funds, Relationship Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance and Management
Peking University
Dual Bachalor Degrees in Law and Econ, International Relations / Economics
Lincoln Land Services LLC 2014 - Present
BTIG July 2012 - December 2013
Bank of America Merrill Lynch October 2009 - October 2011
J.P. Morgan April 2005 - October 2009
Citi 2003 - 2005
Credit Suisse 2000 - 2003
Raymond James Financial Inc. 1995 - 2000
Skills
Equity Trading, Hedge Funds, Equity Research, Electronic Trading, Bloomberg, Trading Systems, Trading, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, Options, Prime Brokerage, Securities, Financial Markets, Emerging Markets, ETFs, Program Trading, Equity Capital Markets, Bloomberg Terminal, Structured Products, Equities, Fidessa, Proprietary Trading, Commercial Real Estate, Title Insurance
Education
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), Econ
andover
J.P. Morgan May 2015 - Present
Universed, LLC July 2014 - Present
J.P. Morgan November 2012 - Present
Skills
Market Research, Leadership, Management, Sales, Finance, Microsoft Excel, Accounting, SAP, Public Speaking, PowerPoint, Marketing
Education
Penn State University 2006 — 2010
B.S.
Hillsborough High School
J.P. Morgan January 2015 - Present
J.P. Morgan September 2012 - December 2014
Coventry August 2009 - February 2012
Coventry August 2009 - March 2010
Skills
Private Equity, Financial Analysis, Private Banking, UNHW Banking Services, Investment Banking, Alternative Investments, Risk Management, Insurance, Series 7, Series 63, Sales, Account Management, Strategic Planning
Education
Penn State University 2005 — 2009
BS, Agribusiness
J.P. Morgan June 2014 - Present
Studio Network Solutions (SNS) December 2012 - June 2014
Techs-4U July 2012 - December 2012
Westrope General Agency September 2010 - July 2012
Skills
Sales Management, Marketing Strategy, Account Management, Microsoft Word, Customer Service, Time Management, Sales, Microsoft Office, Storage Solutions, Marketing, Digital Asset Management, Salesforce.com
Education
Park University
Bachelor's Degree, BUSINESS ADMINISTRATION; MARKETING
J.P. Morgan September 2014 - Present
Depository Trust & Clearing Corporation May 2013 - August 2014
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch June 2010 - May 2012
The Dealmakers Magazine June 2009 - August 2009
Skills
Excel, PowerPoint, Visio, Budgeting, Administration, Project Planning, Statistics, Forecasting, Project Management, Microsoft Excel, Research, Budgets, Risk Management, Human Resources, SharePoint, Financial Risk, Data Analysis
Education
Penn State University 2006 — 2010
BS, Psychology, Industrial/Organizational Psychology, Business
Holmdel High School 2002 — 2006
Janney Montgomery Scott July 2011 - Present
J.P. Morgan March 2009 - July 2011
The Wolf Group January 2008 - May 2008
Clipper Magazine May 2006 - August 2006
Skills
Series 7, Series 66, Financial Services, Microsoft Excel, Options, Options Strategies, Index Options, Wealth Management, Leadership
Education
Penn State University 2004 — 2008
Bachelors, Finance, International Business
Maastricht University
Economics and Politics of the European Union Integration
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
UMB Financial Corporation January 2015 - Present
J.P. Morgan May 2010 - December 2014
J.P. Morgan October 2007 - April 2010
Bayer HealthCare Animal Health September 2006 - October 2007
DST Systems January 1995 - September 2006
GE Capital January 1990 - September 1995
Skills
Operations Management, Organizational..., Customer Service, Banking, Operational Efficiency, Risk Management, Financial Analysis, Business Analysis, Finance, Vendor Management, Series 6, Series 63, series 26, Executive Management, Process Improvement, Change Management, Team Building, CRM, Management, Relationship Management
Education
Rockhurst University 2003 — 2005
Executive MBA, Business Administration and Management, General, 4.0 GPA
Park University 1986 — 1989
Bachelor of Arts (B.A.), Marketing
J.P. Morgan June 2013 - Present
State Street June 2005 - May 2013
Evergreen Investments June 2005 - November 2006
Skills
Investments, Financial Services, Trading Systems, Business Analysis, Fixed Income, Alternative Investments, Derivatives, Operations Management, Change Management, Offshore Outsourcing, Bloomberg
Education
Penn State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Washington State Department of Revenue August 2015 - Present
Washington Army National Guard May 2012 - Present
J.P. Morgan September 2012 - September 2013
US Army January 2007 - April 2012
Skills
Microsoft Office, Leadership, Public Speaking, Project Management, Training, Team Building, Government, Social Media, Sales, ArcGIS, Communication, Management, Job Scheduling, Team Mentoring, Military Training, Military Leadership, Writing
Education
Pacific Lutheran University 2013 — 2015
Bachelor’s Degree, Geological and Earth Sciences/Geosciences & Environmental Studies
Pierce College at Puyallup 2012 — 2013
Associate’s Degree, Environmental Science
Non-Commissioned Officers Academy - Primary Leadership Development Course 2010 — 2010
Leadership & Communications, Commandants List Graduate - Honors
J.P. Morgan February 2014 - Present
JPMorgan Chase & Co. August 2010 - May 2014
Penn State University September 2008 - May 2010
Skills
Financial Services, Investments, Economics, Series 63, Series 6, Microsoft Word, Microsoft Excel, Financial Statements, Communication, Problem Solving, Banking, SQL, PowerBuilder, NYS Notary Public, Microsoft Office, Analysis, Customer Service, Equity Research, Financial Advisory, Relationship Management
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Investment Banking Institute
Pocono Mountain West
J.P. Morgan February 2015 - Present
J.P. Morgan July 2012 - February 2015
J.P. Morgan September 2011 - July 2012
J.P. Morgan April 2009 - August 2011
J.P. Morgan June 2008 - April 2009
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Year Up August 2014 - Present
Deterdings Family Supermarket September 2014 - Present
J.P. Morgan January 2015 - July 2015
Culver Academies June 2013 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Time Management, Teamwork, Data Entry, Social Media, Fundraising, Leadership, Strategic Planning, Customer Service, Data Analysis, JavaScript, Microsoft Word
Education
Peirce College 2014 — 2015
Currently Pursuing A Bachelors Degree, Information Technology, GPA: 3.5
Rowan College at Gloucester County 2011 — 2014
Psychology
Clearview Regional High School 2008 — 2011
High School
Mortgage Contracting Services December 2009 - Present
J.P. Morgan April 2007 - December 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Foreclosures, Outlook
Education
Penn Foster 2013 — 2014
Restaurant, Culinary, and Catering Management/Manager
High Tech Institute 2000 — 2003
Associate, Medical Message Therapy
concept3D Inc. September 2015 - Present
J.P. Morgan May 2014 - August 2015
Allied Building Products May 2013 - August 2013
Pennsylvania State Altoona Sustainability Council January 2013 - May 2013
Penn State University January 2011 - May 2011
Skills
Sustainability, Sales, Alternative Energy, Communication, Marketing Strategy, Financial Analysis, Finance, Financial Controlling, Microsoft Excel, Financial Reporting, Financial Control, Accounting, Analysis, Customer Service, Energy, Facebook, Financial Audits, PowerPoint, Social Media, Time Management, Leadership, Solar Energy, Teamwork, Public Speaking, Marketing
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Energy Business, and Finance
J.P. Morgan May 2015 - Present
The Nittany Lion Fund LLC January 2014 - January 2015
The Nittany Lion Fund LLC April 2012 - December 2013
GE Energy April 2013 - August 2013
Skills
Financial Analysis, Leadership, Valuation, Data Analysis, Microsoft Excel, Equities, PowerPoint, Teamwork, Analysis, Research
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, Minor in Economics
Wissahickon High School 2008 — 2011
J.P. Morgan December 2014 - Present
Lagreca & Quinn Real Estate Services June 2013 - December 2014
Advicorp PLC January 2012 - April 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Temple University Rome 2012 — 2012
International Business
KKR December 2014 - Present
J.P. Morgan April 2014 - December 2014
Deutsche Bank July 2013 - March 2014
BlackRock May 2012 - August 2012
PwC January 2012 - March 2012
PNC Financial Services May 2011 - August 2011
Skills
Financial Modeling, Portfolio Management, Finance, Analysis, Leadership, Investments, Market Research, Strategy, Financial Analysis, Valuation, Microsoft Excel, Investment Banking, Bloomberg
Education
Penn State University 2009 — 2013
B.S, Finance
Neshaminy High School 2005 — 2009
J.P. Morgan October 2014 - Present
Marathon Petroleum Corporation June 2013 - October 2014
Marathon Petroleum Corporation February 2011 - June 2013
Marathon Oil Corporation July 2010 - February 2011
Pennsylvania State University, Sustainability Office December 2009 - May 2010
Pennsylvania State University, Smeal College of Business, Center for Global Business Studies August 2009 - May 2010
Marathon Oil Corporation May 2009 - August 2009
Food Marketing Institute September 2008 - May 2009
The Vision Council March 2007 - July 2008
Skills
Financial Modeling, Renewable Energy, Financial Analysis, Sustainable Energy, Business Analysis, PowerPoint, Clean Technology, Carbon Markets, Carbon Management, Commercial Development, Auditing, Energy Efficiency
Education
Penn State University 2008 — 2010
MBA, Finance, Strategic Leadership
University of Michigan 2000 — 2004
Bacehelor of Arts, Political Science
RBC Wealth Management April 2015 - Present
J.P. Morgan February 2013 - April 2015
Morgan Stanley Smith Barney, Private Portfolio Group January 2012 - January 2013
Morgan Stanley Smith Barney, Private Portfolio Group September 2008 - January 2012
Citigroup Smith Barney July 2007 - September 2008
Skills
Fixed Income, Equities, Investments, Trading, Securities, Series 7, Equity Trading, Portfolio Management, Bloomberg, Trade Management, Change Leadership, Series 63, Series 65
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance
FINRA
Series 7, Finance
NASAA
Series 66, Finance
J.P. Morgan July 2009 - Present
J.P. Morgan June 2006 - June 2009
J.P. Morgan June 2005 - August 2005
J.P. Morgan June 2004 - August 2004
Skills
Trading, Investment Banking, Fixed Income, Wealth Management, Derivatives, CDO
Education
Penn State University 2002 — 2005
Bachelor of Science (B.S.), Finance
J.P. Morgan November 2014 - Present
BNP Paribas July 2007 - November 2014
Skills
Bloomberg, Fixed Income, Capital Markets, Equities, Equity Derivatives, Corporate Finance, Financial Markets
Education
Penn State University
Bachelor's degree, Finance, General
J.P. Morgan September 2013 - Present
J.P. Morgan June 2012 - August 2012
New Orient Investments Ltd. February 2012 - April 2012
Serious Stringing June 2009 - August 2010
Skills
Customer Service, Customer Relations, Public Speaking, English, PowerPoint, Competitive Analysis, Mandarin, Spanish, Sales, Advertising, Business Analysis, Financial Analysis, Data Analysis, Market Research
Education
University of Georgia - Terry College of Business 2009 — 2013
BBA, Finance, International Business
Peking University 2012 — 2012
Bachelors of Business Administration, Finance and International Business
Menéndez Pelayo International University 2011 — 2011
Bachelor of Business Administration (BBA), Finance and International Business
J.P. Morgan April 2015 - April 2015
Skills
Microsoft Office, Foreign Languages
Education
University of Southern California 2014 — 2018
Bachelor's Degree, Business Administration and Management, Freshman
Parsons School of Design 2013 — 2014
Architecture
JPMorgan Chase August 2012 - Present
J.P. Morgan February 2011 - August 2012
J.P. Morgan June 2008 - February 2011
Bear Stearns March 2007 - June 2008
Consultant August 2006 - March 2007
Ritta & Associates August 1998 - August 2006
Skills
Creative Direction, Art Direction, Graphic Design, Typography, Advertising, Corporate Branding, Direct Response, Strategic Development, Interaction Design, 360 Campaigns, Cross Media Marketing, Competitive Analysis, Design Research, Project Management, Vendor Management, Marketing Strategy, Digital Marketing, Scala, Business Strategy, Integrated Marketing, CRM, Marketing, Creative Strategy, User Interface Design, Interactive Marketing, Digital Strategy, Adobe Creative Suite, Brand Development, Email Marketing, Direct Mail, Branding, Branding
Education
Parsons School of Design 1994 — 1997
BFA
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - June 2015
JPMorgan Chase January 2013 - April 2014
JPMorganChase November 2009 - January 2013
JPMorgan Chase October 2005 - November 2009
PNC Financial Services Group October 2003 - October 2005
Mellon Financial March 2000 - October 2003
American Express Financial Advisors June 1999 - March 2000
Skills
Auditing, Wealth Management, Investment Management, Mortgage Lending, Fraud, Electronic Funds..., Enterprise Risk..., Risk Management, Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Operational Risk, Trusts, Hedge Funds, Alternative Investments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Accounting
Penn State University 1995 — 1999
BS, Economics
Wire and Cable Specialties, Inc August 1999 - Present
Arthur Andersen & Co. July 1998 - July 1999
J.P. Morgan 1993 - 1996
Skills
Strategic Planning, Financial Analysis, Business Strategy, Market Analysis, Business Analysis, Product Development, Product Management, Business Planning, New Business Development, Strategic Financial..., Cross-functional Team..., Strategy, Business Development, Competitive Analysis, Strategic Partnerships, Management
Education
Penn State University 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1993
BSBA, Finance
JPMorgan Chase January 2009 - Present
JP Morgan June 1991 - December 2008
J.P. Morgan 1991 - 2008
Skills
Series 7, Equities, Investments, Asset Management, Private Banking, Management, Fixed Income, Bloomberg, Structured Finance, Alternative Investments
Education
Penn State University 1987 — 1991
BS, Finance
J.P. Morgan June 2014 - Present
Tekmark Global Solutions, LLC June 2014 - March 2015
CAS March 2014 - June 2014
Ohio Department of Job and Family Services August 2013 - February 2014
Sedgwick CMS October 2011 - August 2013
Nationwide Insurance May 2009 - September 2011
Nationwide Financial November 2005 - May 2009
Lucent Technologies March 2000 - October 2005
AT&T August 1997 - March 2000
Qwest Communications September 1996 - August 1997
Skills
Databases, Perl, Operating Systems
Education
University of Dayton 1998 — 2002
MS, Computer Science
Peking University 1987 — 1992
BS, Applied Mathematics
J.P. Morgan December 2013 - Present
Cognizant Technology Solutions May 2012 - November 2013
Syntel November 2010 - May 2012
L&T Infotech May 2007 - November 2010
Taurus Finsec Pvt Ltd January 2006 - April 2007
Citi June 2005 - November 2005
Therlek Furnances Pvt Ltd July 2001 - May 2003
Education
Padmashree Dr D. Y. Patil Vidyapeeth 2003 — 2005
MBA, Finance
University of Mumbai 2001 — 2003
Masters, Commerce
Clarity Solution Group September 2011 - Present
J.P. Morgan August 2006 - August 2011
Knightsbridge Solutions LLC 2004 - 2006
Northrop Grumman January 2003 - August 2004
TES - The Employment Solution 2003 - 2004
Skills
Big Data, Data Warehousing, Informatica, Business Intelligence, Data Integration, Master Data Management, Data Modeling, ETL
Education
University of Illinois at Chicago 1996 — 1998
Master's degree, Mathematics and Computer Science
Peking University 1988 — 1992
Bachelor's degree, Mathematics
Tianchang High
J.P. Morgan September 2013 - Present
Citigroup October 2007 - September 2013
Federation Employment and Guidance Services (FEGS) September 2005 - October 2007
Skills
Financial Modeling, Risk Management, Investment Banking, Budgets, Portfolio Management, Banking, Financial Analysis, Corporate Finance, Strategic Financial..., Finance, Financial Services, Valuation, Financial Reporting, Financial Risk, Capital Markets
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Financial Management
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
Skills
Bloomberg, Equities, Fixed Income, Finance, Capital Markets, Derivatives, Hedge Funds
Education
Penn State University 2005 — 2009
BS, Finance
J.P. Morgan June 2008 - Present
Bear Stearns 1994 - 2008
Education
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Xaverian High School 1984 — 1987
J.P. Morgan 2004 - Present
Coopers & Lybrand 1982 - 1986
Skills
Management, Fixed Income, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Services, Valuation, Financial Analysis, Financial Modeling
Education
Penn State University 1978 — 1982
BS, Accounting
HHR Asset Management November 2009 - Present
Clovis Capital 2003 - 2009
J.P. Morgan 1997 - 2002
Poly-Seal 1991 - 1996
Skills
Equities, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Due Diligence, Asset Managment, Equity Research, Fixed Income, Securities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Accounting
Penn State University
BS, Marketing
J.P. Morgan September 2015 - Present
BNY Mellon April 2010 - August 2015
Skills
Strategic Leadership, Business Process Design, Business Process..., Global Operations, Management Consulting, Business Transformation, Program Management, Acquisition Integration, Change Management, Strategy, Process Engineering, Business Analysis, Financial Services, Process Improvement, Portfolio Management, Cross-functional Team..., IT Strategy, Vendor Management, Business Strategy, Fund Administration, Leadership, Outsourcing, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2012
MBA, Business and Operational Strategy
Penn State University 1989 — 1993
BA, Business
J.P. Morgan May 2014 - Present
JP Morgan January 2013 - May 2014
JP Morgan June 2010 - January 2013
TPG-Axon Capital May 2006 - June 2010
TPG-Axon Capital May 2006 - May 2009
Skills
Hedge Funds, Equities, Equity Derivatives, Options, Valuation, Swaps, Volatility, Bloomberg, Hedging, Asset Management, Market Data, Trading, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Investment Banking
Education
Penn State University 2001 — 2005
BS and MS, Accounting, Finance
The CGL Consulting Group, LLC July 2013 - Present
J.P. Morgan January 2011 - June 2013
13D Research May 2010 - December 2010
Permal Asset Management May 2006 - November 2008
Societe Generale July 2003 - April 2006
Constellation Financial Management June 1998 - July 2003
The Chase Manhattan Bank September 1995 - June 1998
US Trust July 1985 - September 1995
Skills
Derivatives, Equities, Hedge Funds, Financial Services, Business Strategy, Operations Management, Operational Risk..., Capital Markets
Education
Penn State University
Bachelor of Science, Business Management
Microsoft July 2012 - Present
J.P. Morgan July 2011 - July 2012
Bloomberg February 2010 - July 2011
Akamai Technologies May 2009 - August 2009
EMC May 2008 - September 2008
NetScout Systems May 2007 - September 2007
Microsoft April 2006 - August 2006
Skills
Distributed Systems, C++
Education
University of Massachusetts Lowell 2006 — 2010
Ph.D, Computer Science
Peking University 2001 — 2005
B.S., Computer Science
Merrill Lynch August 2014 - Present
Merrill Lynch August 2012 - August 2014
Merrill Lynch June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Stochastic Calculus, Options, Probability, R, Quantitative Finance, Volatility, Portfolio Management, Time Series Analysis, Quantitative Analytics
Education
Princeton University 2008 — 2012
Ph.D, Operations Research and Financial Enginnering
Peking University 2004 — 2008
B.S., Mathematics
REGENXBIO Inc. August 2015 - Present
American Capital July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Taylor Companies Inc May 2009 - August 2009
Nittany Lion Fund LLC December 2008 - May 2009
Bullish Bankers LLC November 2008 - February 2009
CNMC- Safekids Worldwide June 2008 - August 2008
Skills
Valuation, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Investment Banking, Investments, Bloomberg, Due Diligence, Mergers, Wealth Management, Capital Markets, Financial Markets, Corporate Finance, Derivatives, Mergers & Acquisitions, Venture Capital, M&A experience
Education
Penn State University 2007 — 2011
Bsc, Finance
The Pennsylvania State University- Schreyer Honors College 2007 — 2011
Bachelor of Science, Finance
J.P. Morgan September 1981 - Present
Skills
Computer Science
Education
Pace University - Lubin School of Business 1981 — 1986
BBA, Accounting
J.P. Morgan August 2014 - Present
BNP Paribas October 2011 - August 2014
BNP Paribas February 2008 - October 2011
Northwestern Mutual October 2007 - January 2008
Skills
Series 63, Equities, Capital Markets, Fixed Income, Finance, Financial Services, Securities
Education
Penn State University
B.S., Economics
J.P. Morgan February 2015 - Present
Deloitte August 2013 - February 2015
Deloitte September 2011 - August 2013
Deloitte December 2010 - September 2011
Navigant Consulting August 2007 - December 2010
Skills
Data Analysis, Litigation Consulting, Management Consulting, Business Process..., Analytics, Microsoft SQL Server, Claims Management, Litigation Support, Anti Money Laundering, FCPA, Tableau, SAP, Consulting
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance
Merrill Lynch May 2013 - Present
J.P. Morgan December 2010 - May 2013
J.P. Morgan February 2008 - December 2010
J.P. Morgan October 2000 - February 2008
KPMG July 1997 - October 2000
Unisys January 1995 - May 1997
Skills
Derivatives, Investment Banking, Program Management, PMO, Process Engineering, Re-engineering, Project Governance, Capital Markets, Risk Management, Trading Systems, Equities, Trading, Business Analysis, Fixed Income
Education
Penn State University 1989 — 1994
Bachelor of Science (B.S.), Management Information Systems
Penn State University 1989 — 1994
Bachelor of Science (B.S.), Economics
Allston Trading May 2013 - Present
Goldman Sachs July 2011 - May 2013
Goldman Sachs June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Equity Derivatives, Analytics, Quantitative Finance, Derivatives, Fixed Income, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Marketing Strategy, Quantitative Analytics, Investment Banking, Capital Markets, Credit Derivatives, Emerging Markets, Commodity, Trading
Education
Princeton University 2007 — 2011
PhD, Operations Research and Financial Engineering
Peking University 2003 — 2007
BS, Mathematics
J.P. Morgan April 2010 - Present
Morgan Stanley Smith Barney May 2009 - April 2010
Smith Barney March 2006 - May 2009
Smith Barney March 2002 - March 2006
Smith Barney January 2000 - March 2002
Smith Barney January 1998 - December 1999
Smith Barney August 1993 - December 1997
Education
Palm Beach Atlantic University 1990 — 1993
Marketing, Business
J.P. Morgan 2003 - Present
AIG Trading Group 2001 - 2003
Approach Inc. 1998 - 2001
Education
Pace University School of Law
Southern Illinois University, Carbondale
J.P. Morgan January 2015 - Present
The Depository Trust & Clearing Corporation January 2014 - January 2015
JPMorgan Chase & Co. November 2011 - April 2013
Country Wide Insurance December 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Leadership, SPSS, Management, Analysis, Analytics, Quality Assurance, Data Analysis, Financial Analysis, Event Planning, Microsoft PowerPoint
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Business/Managerial Economics
The School of the Future
University of Chicago September 2010 - June 2012
J.P. Morgan June 2011 - August 2011
Skills
Python, C++, Matlab, R, Quantitative Finance, Mathematica, LaTeX, Mathematics, Teaching, Statistics, Research
Education
University of Chicago 2008 — 2012
PhD, Mathematics
Peking University 2004 — 2008
BS, Mathematics
Northern Trust Corporation June 2014 - Present
J.P. Morgan July 2013 - June 2014
BMO Capital Markets September 2012 - July 2013
JP Morgan Chase April 2011 - September 2012
Skills
Equity Derivatives, Bloomberg, Derivatives Trading, Financial Modeling, Finance, Equities, Relationship Management, Credit Derivatives, Hedge Funds, Private Equity, Interest Rate..., Derivatives, Financial Analysis, Fixed Income, Microsoft Office
Education
Penn State University 2006 — 2010
B.A., Finance
fair lawn high school
Amazon Web Services June 2015 - August 2015
J.P. Morgan November 2010 - August 2014
Deutsche Bank July 2009 - November 2010
Macquarie Group June 2008 - August 2008
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Hong Kong 2006 — 2009
Bachelor of Science, Mathematics and Physics, First Class Honours
University of California, Santa Barbara 2007 — 2008
Exchange Student, Mathematics and Physics
Peking University 2005 — 2006
Chemistry
J.P. Morgan February 2014 - Present
Penn State University August 2010 - January 2014
Skills
Scientific Computing, Mathematical Modeling, Statistical Modeling, Financial Modeling, Data Mining, Optimization, Algorithms, C++, Java, R, Matlab, VBA, SAS, LaTeX
Education
Penn State University 2010 — 2015
Doctor of Philosophy (PhD), Operations Research, Minor in Statistics, Minor in Computational Science, 3.95
Peking University 2006 — 2010
Bachelor, Applied Mathematics
J.P. Morgan July 2012 - Present
Ally Financial Inc. August 2011 - July 2012
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Management, Leadership, Corporate Finance, Finance
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
University of New South Wales 2007 — 2007
Quest Diagnostics September 2003 - Present
Siemens Healthcare September 2001 - June 2003
CB Technologies June 2000 - August 2001
Vanguard March 1996 - May 2000
J.P. Morgan September 1990 - May 1996
Skills
SDLC, Process Improvement, Healthcare Information..., HL7, Healthcare
Education
Penn State University 2000 — 2001
Masters Engineering, Software Engineering
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Finance
Nomura Securities October 2009 - Present
J.P. Morgan June 2008 - October 2009
Bear Stearns April 2006 - June 2008
UBS December 2004 - April 2006
Barclays Capital March 2004 - December 2004
Credit Suisse August 1997 - March 2004
Coopers & Lybrand August 1992 - August 1997
Skills
CPA, State of NY, Agency MBS, Non Agency MBS, ABS, CMBS, Structured Lending, CLO
Education
Pace University - Lubin School of Business 1989 — 1992
Bachelor of Science (BS), Accounting
J.P. Morgan June 2014 - August 2014
TUDOR INVESTMENT CORPORATION June 2013 - August 2013
Skills
R, Numerical Analysis, Quantitative Finance, Statistical Modeling, SAS, C++, Matlab, Time Series Analysis, Quantitative Analytics, LaTeX, Algorithms, Mathematical Modeling, Statistics, Machine Learning, Data Mining
Education
Yale University 2009 — 2014
Ph.D., Applied Mathematics
Peking University
Applied Mathematics
Aberdeen Asset Management May 2013 - Present
Artio Global Investors September 2009 - May 2013
Julius Baer 2002 - 2009
J.P. Morgan 2000 - 2002
Chase Asset Management 1997 - 2000
Nippon Life Insurance International PLC 1990 - 1997
Skills
Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Institutional..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Management, Equities, ETFs, Investments, Derivatives, Investment Strategies
Education
Peking University
Bachelor's degree
Princeton University
Master's degree
J.P. Morgan May 2014 - August 2014
Yardley Wealth Management, LLC June 2012 - May 2014
Skills
QuickBooks, Website Building, Microsoft Excel, Money Guide Pro, Data Entry, Wordpress, Microsoft Office, Social Media, Rebalancing, Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.96
Villa Joseph Marie High School 2007 — 2011
J.P. Morgan October 2014 - Present
New York Yankees May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Logistics, Customer Service, Teamwork
Education
Penn State University 2010 — 2014
Supply Chain Management Major, Information Systems Management Minor, Concentration in Finance, 3.55/4.0
Stanford University September 2013 - Present
J.P. Morgan June 2015 - August 2015
Education
Stanford University 2013 — 2018
Doctor of Philosophy (Ph.D.), Management Science and Engineering
Stanford University 2014 — 2015
Master of Arts (M.A.), Economics
Peking University 2009 — 2013
B.S., Double Major, Mathematics & Economics
Mercuria Energy Trading, Inc. September 2009 - Present
J.P. Morgan 2006 - 2009
Skills
Financial Modeling, Investments, Financial Analysis, Business Analysis, Corporate Finance, Internal Controls, Management, Customer Service, Human Resources, Process Improvement, Financial Reporting, Strategic Planning, Private Equity, Accounting, Equities, Payroll, Employee Benefits, Negotiation, Business Strategy, Valuation, Change Management, Project Management, Strategic Financial..., Due Diligence, SAP
Education
Bernard M. Baruch College (Zicklin School of Business)
Bachelor of Business Administration (BBA), International Trade and Marketing
Pace University-New York
Human Resources Law and Management
other
AT&T March 2013 - Present
J.P. Morgan March 2012 - February 2013
PFIZER June 2010 - February 2012
WACHOVIA August 2007 - January 2010
Life Insurance Corp. June 2005 - July 2007
Skills
Software Quality..., Test Management, Test Planning, Test Strategy, Process Improvement, Gap Analysis, SDLC, Agile Methodolgy, Manual Testing, Test Automation, System Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, SQL, Java, Data Validation, Batch Processing, Unix, Unix Shell Scripting, SAS, Quality Center, Defect Tracking, TWS, Oracle, Microsoft Office, Agile Methodologies, Software Documentation
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1999 — 2004
Bachelor's degree, Computer Engineering
Capital One October 2014 - Present
J.P. Morgan June 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, SQL
Education
Penn State University 2010 — 2014
Penn State University 2010 — 2014
BS, Finance
J.P. Morgan January 2008 - Present
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Financial Modeling
Education
Pace University - Lubin School of Business 2007 — 2010
Master of Business Administration (MBA), Accounting and Finance
Siena College 1999 — 2003
Bachelor's degree, Finance
J.P. Morgan June 2013 - Present
AXA Advisors June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Stata, Visual C++, Solidworks, Econometrics, Economics, Statistics, Microsoft Office
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Economics
Penn State University 2009 — 2013
Bachelor of Science (BS), Energy, Business, & Finance
Huntington National Bank December 2009 - Present
J.P. Morgan September 1998 - December 2009
Skills
Banking, Outlook, Credit, Retail Banking, Customer Service, Loans, Commercial Banking, Consumer Lending, Microsoft Excel, Cross Selling, Small Business Lending, Microsoft Word, Credit Analysis, Windows, PowerPoint, Microsoft Office, Commercial Lending, Deposits, Mortgage Lending, Access, Finance
Education
Park University 1993 — 2000
Bachelor of Business Administration (BBA)
Cognizant Technology Solutions May 2011 - Present
Capgemini Consulting September 2010 - May 2011
J.P. Morgan April 2010 - September 2010
Skills
Crystal Reports, Business Objects, PL/SQL, T-SQL Stored Procedures, Web Intelligence
Education
Dynaneshwar Vidyapeeth 1999 — 2003
Bachelor's degree, Computer Engineering
Padmashree Dr D. Y. Patil Vidyapeeth 1998 — 1999
H.A School 1996 — 1997
Raytheon May 2014 - Present
University of California, San Diego September 2014 - December 2014
J.P. Morgan October 2011 - September 2012
Safeway April 2011 - October 2011
Skills
Leadership, Research, Microsoft Word, Public Speaking, Teamwork, Time Management
Education
University of California, San Diego 2012 — 2015
Bachelor of Science (B.S.), Computer Engineering, GPA: 3.86 (Overall & Major)
Pasadena City College 2009 — 2012
Associate of Arts (A.A.), Engineering and Technology
J.P. Morgan September 2014 - Present
J.P. Morgan May 2014 - August 2014
J.P. Morgan October 2013 - March 2014
Deutsche Bank 2007 - 2007
Skills
Derivatives, Financial Modeling, Equities, Statistics, Machine Learning, Python, C++, Fixed Income, Equity Derivatives, Quantitative Analytics, Data Analysis
Education
Penn State University 2008 — 2014
PhD, Statistics
Peking University 2003 — 2007
Bachelor's degree, Mathematics
BNY Mellon June 2007 - Present
J.P. Morgan January 1999 - June 2007
Skills
Banking, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Fixed Income, Financial Analysis, Capital Markets, Finance, Hedge Funds, Securities, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.), Management and Finance, 3.85
Pace University - Lubin School of Business 1980 — 1982
Bachelor’s Degree, Business Administration and Management, General, 3.80
Pace University - Lubin School of Business 1976 — 1982
Associate’s Degree, Accounting and Finance and Computer Science, 3.9
Discover Home Loans December 2012 - October 2014
J.P. Morgan April 2010 - November 2013
Education
California State of Los Angeles College of Liberal Studies 2010 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pasadena City College 2005 — 2008
Associate's degree
Santander Investment September 2014 - Present
J.P. Morgan 2012 - 2013
Skills
Finance, Investments, Wealth Management, Portfolio Management, Financial Services, Series 7
Education
Passaic County Community College 2006 — 2008
Associate's degree, Finance, General, 3.5
TD November 2012 - Present
F.X. Real Estate Holdings, LLC January 2012 - January 2013
J.P. Morgan June 2010 - November 2012
J.P. Morgan July 2009 - June 2010
Johnson & Johnson December 2007 - July 2008
Education
Penn State University
Bachelor of Science (B.S.), Finance, General
J.P. Morgan October 2014 - Present
Education
Penn State University 2010 — 2014
Finance, Finance, 3.40