J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Arquelio Semidey Arquelio Semidey's J.P. Morgan Experience July 2005 - August 2006
Job Vice President at HSBC Securities
Industry Banking
Experience
HSBC Securities October 2014 - Present
HSBC Securities March 2010 - September 2014
HSBC Securities September 2006 - February 2010
J.P. Morgan July 2005 - August 2006
Delta Point Capital Management, LLC December 2004 - May 2005
Con Edison December 2002 - August 2003
Con Edison July 2000 - November 2002
Con Edison July 1997 - June 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Fixed Income, Equities, Derivatives, Financial Services, Credit Analysis, Risk Management, Finance, Emerging Markets, Business Analysis, Series 7, Swaps
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
MBA, Finance and Corporate Accounting
Rensselaer Polytechnic Institute 1993 — 1997
BS, Mechanical Engineering
HSBC Securities October 2014 - Present
HSBC Securities March 2010 - September 2014
HSBC Securities September 2006 - February 2010
J.P. Morgan July 2005 - August 2006
Delta Point Capital Management, LLC December 2004 - May 2005
Con Edison December 2002 - August 2003
Con Edison July 2000 - November 2002
Con Edison July 1997 - June 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Fixed Income, Equities, Derivatives, Financial Services, Credit Analysis, Risk Management, Finance, Emerging Markets, Business Analysis, Series 7, Swaps
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
MBA, Finance and Corporate Accounting
Rensselaer Polytechnic Institute 1993 — 1997
BS, Mechanical Engineering
Michael Bouley Michael Bouley's J.P. Morgan Experience March 2000 - June 2006
Job Chief Compliance Officer
Industry Financial Services
Experience
Stockpile Investments February 2013 - Present
Zecco Trading (acquired by TradeKing) January 2011 - October 2012
TeleTech November 2009 - April 2010
E*TRADE Financial June 2006 - July 2009
J.P. Morgan March 2000 - June 2006
Skills
Training, Customer Retention, FINRA, Series 7, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Call Center, Risk Management, Equities, Investments, Process Improvement, Options, Banking, Asset Managment, Trading Systems, Business Process..., Due Diligence, Investment Strategies, Operations Management, BPO, Vendor Management, Call Centers, Management, CRM, Start-ups, Outsourcing, Leadership, Recruiting, Relationship Management, Performance Management, Financial Risk
Education
Rhode Island College
BS Management, Business Administration/Management
Community College of Rhode Island
Associate, Business Administration
Stockpile Investments February 2013 - Present
Zecco Trading (acquired by TradeKing) January 2011 - October 2012
TeleTech November 2009 - April 2010
E*TRADE Financial June 2006 - July 2009
J.P. Morgan March 2000 - June 2006
Skills
Training, Customer Retention, FINRA, Series 7, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Call Center, Risk Management, Equities, Investments, Process Improvement, Options, Banking, Asset Managment, Trading Systems, Business Process..., Due Diligence, Investment Strategies, Operations Management, BPO, Vendor Management, Call Centers, Management, CRM, Start-ups, Outsourcing, Leadership, Recruiting, Relationship Management, Performance Management, Financial Risk
Education
Rhode Island College
BS Management, Business Administration/Management
Community College of Rhode Island
Associate, Business Administration
Edward Cordell's J.P. Morgan Experience May 2015 - Present
Job Support Analyst & Administrative Assistant at J.P. Morgan
Industry
Experience
J.P. Morgan May 2015 - Present
Rice University August 2013 - Present
Skills
Matlab, Data Analysis, Due Diligence, Asset Management, Chinese, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Rice University 2012 — 2016
Bachelor of Science (BS), Chemical and Biomolecular Engineering
J.P. Morgan May 2015 - Present
Rice University August 2013 - Present
Skills
Matlab, Data Analysis, Due Diligence, Asset Management, Chinese, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Rice University 2012 — 2016
Bachelor of Science (BS), Chemical and Biomolecular Engineering
John Polasek John Polasek's J.P. Morgan Experience 2008 - 2012
Job President at AIWEX, Inc.
Industry Financial Services
Experience
AIWEX, Inc. 2005 - Present
Drop Tyne Investments, LLC 2005 - Present
Deutsche Bank September 2013 - December 2013
J.P. Morgan 2008 - 2012
Bear Stearns 2006 - 2008
Merrill Lynch 2004 - 2005
Koch Industries 1998 - 2004
Bank of America 1996 - 1998
Baltimore Orioles 1992 - 1994
Montreal Expos 1990 - 1992
Skills
Trading, Investments, Energy, Commodity, Derivatives, Structured Finance, Risk Management, Agriculture, Global Business..., Private Equity, Hedging, Commodity Markets
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
The University of Texas at Austin
Engineering
University of Cambridge
Economics and Political Science
Rice University 1986 — 1991
Bachelor of Arts (B.A.), Economics, Managerial Studies, Political Science
AIWEX, Inc. 2005 - Present
Drop Tyne Investments, LLC 2005 - Present
Deutsche Bank September 2013 - December 2013
J.P. Morgan 2008 - 2012
Bear Stearns 2006 - 2008
Merrill Lynch 2004 - 2005
Koch Industries 1998 - 2004
Bank of America 1996 - 1998
Baltimore Orioles 1992 - 1994
Montreal Expos 1990 - 1992
Skills
Trading, Investments, Energy, Commodity, Derivatives, Structured Finance, Risk Management, Agriculture, Global Business..., Private Equity, Hedging, Commodity Markets
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
The University of Texas at Austin
Engineering
University of Cambridge
Economics and Political Science
Rice University 1986 — 1991
Bachelor of Arts (B.A.), Economics, Managerial Studies, Political Science
Madeline Fotopulos Madeline Fotopulos's J.P. Morgan Experience November 2012 - June 2013
Job Markets and Risk Recruiter at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2013 - Present
BNY Mellon August 2013 - October 2013
J.P. Morgan November 2012 - June 2013
Federal Reserve Bank of New York April 2011 - November 2012
CGI February 2011 - April 2011
Citi (formerly Citi Private Equity Services) 2006 - January 2011
JPMorgan Chase February 2003 - February 2006
Prudential Financial February 1999 - April 2002
Lehman Brothers December 1994 - February 1999
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Employee Relations, Recruiting, Talent Management, Human Resources, Employee Benefits, Temporary Placement, Succession Planning, Management, College Recruiting, Internet Recruiting, Employee Engagement, Sourcing, Executive Search, Deferred Compensation, Interviews, Workforce Planning, Technical Recruiting, Taleo, PeopleSoft, HRIS, Performance Management, Personnel Management
Education
Queens College 1973 — 1977
Federal Reserve Bank of New York October 2013 - Present
BNY Mellon August 2013 - October 2013
J.P. Morgan November 2012 - June 2013
Federal Reserve Bank of New York April 2011 - November 2012
CGI February 2011 - April 2011
Citi (formerly Citi Private Equity Services) 2006 - January 2011
JPMorgan Chase February 2003 - February 2006
Prudential Financial February 1999 - April 2002
Lehman Brothers December 1994 - February 1999
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Employee Relations, Recruiting, Talent Management, Human Resources, Employee Benefits, Temporary Placement, Succession Planning, Management, College Recruiting, Internet Recruiting, Employee Engagement, Sourcing, Executive Search, Deferred Compensation, Interviews, Workforce Planning, Technical Recruiting, Taleo, PeopleSoft, HRIS, Performance Management, Personnel Management
Education
Queens College 1973 — 1977
Richard Woo Richard Woo's J.P. Morgan Experience June 2013 - June 2015
Job Associate at HealthCor Partners
Industry Venture Capital & Private Equity
Experience
HealthCor Partners August 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Bank October 2011 - December 2011
Houlihan Lokey May 2011 - August 2011
MD Anderson Cancer Center October 2010 - April 2011
Education
Rice University 2009 — 2013
B.A., Mathematical Economic Analysis
HealthCor Partners August 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Bank October 2011 - December 2011
Houlihan Lokey May 2011 - August 2011
MD Anderson Cancer Center October 2010 - April 2011
Education
Rice University 2009 — 2013
B.A., Mathematical Economic Analysis
Dave Wilkens Dave Wilkens's J.P. Morgan Experience February 1986 - November 1998
Job Real Estate Manager at City of Houston
Industry Real Estate
Experience
City of Houston March 2014 - Present
Private Enterprise April 2013 - February 2014
Cushman & Wakefield January 2001 - February 2013
Mars Hill Productions November 1998 - December 2000
J.P. Morgan February 1986 - November 1998
Skills
Corporate Real Estate, Transaction Management, Municipalities, Trusts, Estate Administration, Negotiation, Accounting, People Skills, Acquisitions, Property, Commercial Real Estate, Lease Negotiations, Lease Administration, Asset Management, Location Intelligence, Leases, Brokerage, Tenant, Real Estate Economics, Real Estate Transactions, Real Estate Development, Landlords, Disposition, Property Management, Land Acquisition, Real Estate Financing, Appraisals, Investment Properties, Investors, Dispositions
Education
Rice University 1972 — 1976
Bachelor of Commerce (B.Com.), Accounting and Business/Management
The University of Texas at Austin 1977 — 1977
Post Baccalaureate, Accounting
City of Houston March 2014 - Present
Private Enterprise April 2013 - February 2014
Cushman & Wakefield January 2001 - February 2013
Mars Hill Productions November 1998 - December 2000
J.P. Morgan February 1986 - November 1998
Skills
Corporate Real Estate, Transaction Management, Municipalities, Trusts, Estate Administration, Negotiation, Accounting, People Skills, Acquisitions, Property, Commercial Real Estate, Lease Negotiations, Lease Administration, Asset Management, Location Intelligence, Leases, Brokerage, Tenant, Real Estate Economics, Real Estate Transactions, Real Estate Development, Landlords, Disposition, Property Management, Land Acquisition, Real Estate Financing, Appraisals, Investment Properties, Investors, Dispositions
Education
Rice University 1972 — 1976
Bachelor of Commerce (B.Com.), Accounting and Business/Management
The University of Texas at Austin 1977 — 1977
Post Baccalaureate, Accounting
Nazrana Ferose Nazrana Ferose's J.P. Morgan Experience November 2011 - Present
Job Operations Control Manager (OCM) at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan November 2011 - Present
J.P. Morgan December 2004 - November 2011
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Analysis, Customer Service, Management, Business Analysis, Leadership
Education
Queens College
J.P. Morgan November 2011 - Present
J.P. Morgan December 2004 - November 2011
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Analysis, Customer Service, Management, Business Analysis, Leadership
Education
Queens College
Divykalpit Suhane Divykalpit Suhane's J.P. Morgan Experience October 2009 - October 2011
Job Technical Architect at Syntel
Industry Information Technology and Services
Experience
Syntel October 2011 - Present
J.P. Morgan October 2009 - October 2011
Tata Consultancy Services 2005 - October 2009
Skills
Informatica, Data Warehousing, Business Intelligence, Data Warehouse..., PL/SQL, Oracle, Teradata, ETL, DB2, Business Analysis
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
BE, E & C
MAHARISHI VIDYA MANDIR 1997 — 2001
Syntel October 2011 - Present
J.P. Morgan October 2009 - October 2011
Tata Consultancy Services 2005 - October 2009
Skills
Informatica, Data Warehousing, Business Intelligence, Data Warehouse..., PL/SQL, Oracle, Teradata, ETL, DB2, Business Analysis
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
BE, E & C
MAHARISHI VIDYA MANDIR 1997 — 2001
Ryan Pei Ryan Pei's J.P. Morgan Experience July 2010 - September 2013
Job Senior Program Manager at Pivotal Software
Industry Computer Software
Experience
Pivotal Software, Inc. December 2014 - Present
Business Insider September 2013 - November 2014
J.P. Morgan July 2010 - September 2013
J.P. Morgan 2009 - 2009
Skills
Java, Agile Methodologies, SQL, Product Management, Scrum, Git, Continuous Integration, Release Management, Web Performance, Linux, Jenkins, JIRA, Pivotal Tracker, Kanban, PaaS
Education
Rice University 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
Pivotal Software, Inc. December 2014 - Present
Business Insider September 2013 - November 2014
J.P. Morgan July 2010 - September 2013
J.P. Morgan 2009 - 2009
Skills
Java, Agile Methodologies, SQL, Product Management, Scrum, Git, Continuous Integration, Release Management, Web Performance, Linux, Jenkins, JIRA, Pivotal Tracker, Kanban, PaaS
Education
Rice University 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
Patrick Friel Patrick Friel's J.P. Morgan Experience August 2015 - Present
Job Analyst at J.P. Morgan
Industry Sports
Experience
J.P. Morgan August 2015 - Present
Kallman Worldwide, Inc October 2012 - August 2015
New York Mets September 2011 - September 2012
The Joe Torre Safe At Home Foundation June 2010 - July 2011
Skills
Public Relations, Social Media, Market Research, Social Media Marketing, Strategic Planning, Project Management, Marketing, Sponsorship, Event Planning, Event Management, Microsoft Office, Sales, PowerPoint, Social Networking, Microsoft Word, Facebook
Education
Quinnipiac University 2007 — 2011
BS, Marketing
J.P. Morgan August 2015 - Present
Kallman Worldwide, Inc October 2012 - August 2015
New York Mets September 2011 - September 2012
The Joe Torre Safe At Home Foundation June 2010 - July 2011
Skills
Public Relations, Social Media, Market Research, Social Media Marketing, Strategic Planning, Project Management, Marketing, Sponsorship, Event Planning, Event Management, Microsoft Office, Sales, PowerPoint, Social Networking, Microsoft Word, Facebook
Education
Quinnipiac University 2007 — 2011
BS, Marketing
Jackson Balthrop Jackson Balthrop's J.P. Morgan Experience October 2009 - June 2012
Job Office of the CEO at Solera Holdings
Industry Investment Banking
Experience
Solera Holdings June 2012 - Present
J.P. Morgan October 2009 - June 2012
Challenger Capital Group August 2008 - October 2009
J.P. Morgan July 2007 - July 2008
Gelber & Associates Corp. June 2006 - August 2006
Petrie Parkman & Co. December 2005 - January 2006
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Financial Analysis, Business Development, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Investment Banking, Start-ups, Due Diligence, Mergers, Corporate Development, Capital Markets, Strategy
Education
Rice University 2003 — 2007
B.A., Biosciences, Economics
Insitute for Tropical Ecology and Conservation 2006 — 2006
Montgomery Bell Academy 1997 — 2003
Solera Holdings June 2012 - Present
J.P. Morgan October 2009 - June 2012
Challenger Capital Group August 2008 - October 2009
J.P. Morgan July 2007 - July 2008
Gelber & Associates Corp. June 2006 - August 2006
Petrie Parkman & Co. December 2005 - January 2006
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Financial Analysis, Business Development, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Investment Banking, Start-ups, Due Diligence, Mergers, Corporate Development, Capital Markets, Strategy
Education
Rice University 2003 — 2007
B.A., Biosciences, Economics
Insitute for Tropical Ecology and Conservation 2006 — 2006
Montgomery Bell Academy 1997 — 2003
sherif ziblim sherif ziblim's J.P. Morgan Experience June 2015 - Present
Job Fixed Income Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - Present
New Jersey Needs You May 2013 - Present
AlliedBarton Security Services July 2009 - Present
Accenture October 2013 - November 2013
Sponsors for Educational Opportunity June 2013 - August 2013
The Navigators Group, Inc. May 2013 - August 2013
Amalgamated Bank September 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, Coaching
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Bachelor of Science (BS), Accounting and Finance
Raritan Valley Community College 2010 — 2012
Associate's degree, Business Liberal Arts
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - Present
New Jersey Needs You May 2013 - Present
AlliedBarton Security Services July 2009 - Present
Accenture October 2013 - November 2013
Sponsors for Educational Opportunity June 2013 - August 2013
The Navigators Group, Inc. May 2013 - August 2013
Amalgamated Bank September 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, Coaching
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Bachelor of Science (BS), Accounting and Finance
Raritan Valley Community College 2010 — 2012
Associate's degree, Business Liberal Arts
Adam Lowe Adam Lowe's J.P. Morgan Experience July 2015 - Present
Job Interaction Designer at J.P. Morgan
Industry Design
Experience
J.P. Morgan July 2015 - Present
Codestreet July 2013 - July 2015
Morgan Stanley November 2013 - June 2015
Small Giants June 2011 - August 2011
Sequel 2 June 2010 - August 2010
Skills
Adobe Creative Suite, Graphic Design, Typography, Interaction Design, Information Architecture, User Experience, Graphics, User Interface Design, HTML + CSS, After Effects, Final Cut Pro, Keynote, Microsoft Office, Wireframes
Education
Rhode Island School of Design 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Phoenix Country Day School 1997 — 2009
J.P. Morgan July 2015 - Present
Codestreet July 2013 - July 2015
Morgan Stanley November 2013 - June 2015
Small Giants June 2011 - August 2011
Sequel 2 June 2010 - August 2010
Skills
Adobe Creative Suite, Graphic Design, Typography, Interaction Design, Information Architecture, User Experience, Graphics, User Interface Design, HTML + CSS, After Effects, Final Cut Pro, Keynote, Microsoft Office, Wireframes
Education
Rhode Island School of Design 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Phoenix Country Day School 1997 — 2009
Daniel Salas's J.P. Morgan Experience August 2014 - June 2015
Job Global Commercial Banking Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan August 2014 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
America Reads August 2010 - May 2014
Management Leadership for Tomorrow August 2012 - December 2013
J.P. Morgan June 2013 - August 2013
SEO Career Prep Program March 2013 - August 2013
INROADS March 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Law Office of Mark A. Weisbart July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Banking, Social Media, Windows, Capital IQ, Macroeconomics, Econometrics, Spanish, Data Analysis, Financial Markets, Financial Modeling, Investment Banking, Accounting, Economic Development, Valuation, Community Outreach, Event Planning
Education
Rice University 2010 — 2014
Bachelor of Arts, Economics, Political Science
Bank of America Merrill Lynch June 2015 - Present
J.P. Morgan August 2014 - June 2015
Morgan Stanley Wealth Management May 2014 - August 2014
America Reads August 2010 - May 2014
Management Leadership for Tomorrow August 2012 - December 2013
J.P. Morgan June 2013 - August 2013
SEO Career Prep Program March 2013 - August 2013
INROADS March 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Law Office of Mark A. Weisbart July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Banking, Social Media, Windows, Capital IQ, Macroeconomics, Econometrics, Spanish, Data Analysis, Financial Markets, Financial Modeling, Investment Banking, Accounting, Economic Development, Valuation, Community Outreach, Event Planning
Education
Rice University 2010 — 2014
Bachelor of Arts, Economics, Political Science
Leo Jiang's J.P. Morgan Experience March 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan November 2014 - March 2015
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - November 2014
GW STOCK PITCH COMPITITION March 2014 - April 2014
Ashoka September 2013 - December 2013
Creative Investment Research July 2013 - August 2013
ICR June 2012 - November 2012
KPMG December 2011 - March 2012
Haitong Securities July 2011 - November 2011
Citi July 2010 - August 2010
Skills
Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Portfolio Management, Financial Modeling, Corporate Finance, Microsoft Office, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Economics, Investments, Finance, Teamwork, Derivatives, Banking, Customer Service, Equities, Databases, SAS, Analysis
Education
The George Washington University 2013 — 2014
Master of Science (MS), Finance, General
Renmin University of China 2012 — 2012
Graduate School, Accounting and Finance
University of International Business and Economics 2008 — 2012
Dual Bachelor's degree in Economics and Law, Finance, Law
J.P. Morgan March 2015 - Present
J.P. Morgan November 2014 - March 2015
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - November 2014
GW STOCK PITCH COMPITITION March 2014 - April 2014
Ashoka September 2013 - December 2013
Creative Investment Research July 2013 - August 2013
ICR June 2012 - November 2012
KPMG December 2011 - March 2012
Haitong Securities July 2011 - November 2011
Citi July 2010 - August 2010
Skills
Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Portfolio Management, Financial Modeling, Corporate Finance, Microsoft Office, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Economics, Investments, Finance, Teamwork, Derivatives, Banking, Customer Service, Equities, Databases, SAS, Analysis
Education
The George Washington University 2013 — 2014
Master of Science (MS), Finance, General
Renmin University of China 2012 — 2012
Graduate School, Accounting and Finance
University of International Business and Economics 2008 — 2012
Dual Bachelor's degree in Economics and Law, Finance, Law
Bilal Alsaleh Bilal Alsaleh's J.P. Morgan Experience May 2012 - Present
Job VPPrivate Client Advisor, J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
JPMorgan Chase August 2008 - May 2012
JPMorgan Chase May 2005 - August 2008
Education
Rice University
Glasscock School of Continuing Studies
Southern University, Louisiana
Bachelor of Science (B.S.)
J.P. Morgan May 2012 - Present
JPMorgan Chase August 2008 - May 2012
JPMorgan Chase May 2005 - August 2008
Education
Rice University
Glasscock School of Continuing Studies
Southern University, Louisiana
Bachelor of Science (B.S.)
Daniel Hinds's J.P. Morgan Experience July 2013 - May 2014
Job Senior Business Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
J.P. Morgan July 2013 - May 2014
Morgan Stanley January 2012 - June 2013
US Navy April 1992 - April 2012
US Navy December 2009 - March 2012
US Navy January 2009 - December 2009
Skills
Program Management, Supply Chain Management, Operations Management, Vendor Management, Integration, Personnel Management, Outsourcing, Finance, Change Management, Application Management..., Budgets, Project Planning, Six Sigma, Cross-functional Team..., Process Improvement, Logistics, Security Clearance, Risk Management, Military, Team Leadership, Business Development, Project Management
Education
Regis University 2009 — 2011
MBA, Operations Management
JPMorgan Chase May 2014 - Present
J.P. Morgan July 2013 - May 2014
Morgan Stanley January 2012 - June 2013
US Navy April 1992 - April 2012
US Navy December 2009 - March 2012
US Navy January 2009 - December 2009
Skills
Program Management, Supply Chain Management, Operations Management, Vendor Management, Integration, Personnel Management, Outsourcing, Finance, Change Management, Application Management..., Budgets, Project Planning, Six Sigma, Cross-functional Team..., Process Improvement, Logistics, Security Clearance, Risk Management, Military, Team Leadership, Business Development, Project Management
Education
Regis University 2009 — 2011
MBA, Operations Management
Christina Coffman's J.P. Morgan Experience April 2004 - February 2006
Job Organizational Leadership and Project Manager
Industry Management Consulting
Experience
Groover Seminars January 2015 - Present
Fifth Dimension Consulting January 2008 - December 2014
Christina Coffman Consulting Services, LLC 2008 - 2011
TIAA-CREF February 2006 - April 2008
Jackson National Life 2008 - 2008
J.P. Morgan April 2004 - February 2006
Computershare November 2002 - April 2004
Skills
Employee Relations, Employee Benefits, Investments, Change Management, Coaching, Leadership Development, Research Project..., MS Project, New Business Development, Web Project Management, Project Portfolio..., Project Management, Risk Management, Program Management, Leadership, Management, Strategy, Negotiation, Organizational..., Process Improvement, Training, Business Development
Education
Regis University 2011 — 2012
Master's of Science in Organizational Leadership, Project Management, Organizational Leadership, 3.78
Regis University 2005 — 2010
Bachelor of Science; a Bachelor of Arts, Business Administration; an emphasis in Management; Organizational
Groover Seminars January 2015 - Present
Fifth Dimension Consulting January 2008 - December 2014
Christina Coffman Consulting Services, LLC 2008 - 2011
TIAA-CREF February 2006 - April 2008
Jackson National Life 2008 - 2008
J.P. Morgan April 2004 - February 2006
Computershare November 2002 - April 2004
Skills
Employee Relations, Employee Benefits, Investments, Change Management, Coaching, Leadership Development, Research Project..., MS Project, New Business Development, Web Project Management, Project Portfolio..., Project Management, Risk Management, Program Management, Leadership, Management, Strategy, Negotiation, Organizational..., Process Improvement, Training, Business Development
Education
Regis University 2011 — 2012
Master's of Science in Organizational Leadership, Project Management, Organizational Leadership, 3.78
Regis University 2005 — 2010
Bachelor of Science; a Bachelor of Arts, Business Administration; an emphasis in Management; Organizational
Anne-Pryor Monette Anne-Pryor Monette's J.P. Morgan Experience August 2009 - May 2013
Job Assistant Vice President, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
The Intersect Group May 2013 - February 2014
J.P. Morgan August 2009 - May 2013
Morgan Stanley June 2007 - August 2009
Skills
Alternative Investments, Series 7, Hedge Funds, Asset Management, Private Equity, Banking, Private Banking, Due Diligence, Risk Management, Series 66, Series 31, Life, Accident &..., Variable Health..., Manage Client..., Topaz, Prism, Microsoft Excel, Microsoft Office, SharePoint, Client Interfacing..., Marketing, Event Management, Lotus Notes, PeopleSoft, Everbridge, Asset Managment, Sales, Cold Calling, Client Development
Education
Reinhardt College
Bachelor of Science (BS)
Gainesville State College
Associate of Arts (A.A.)
SunTrust Robinson Humphrey February 2014 - Present
The Intersect Group May 2013 - February 2014
J.P. Morgan August 2009 - May 2013
Morgan Stanley June 2007 - August 2009
Skills
Alternative Investments, Series 7, Hedge Funds, Asset Management, Private Equity, Banking, Private Banking, Due Diligence, Risk Management, Series 66, Series 31, Life, Accident &..., Variable Health..., Manage Client..., Topaz, Prism, Microsoft Excel, Microsoft Office, SharePoint, Client Interfacing..., Marketing, Event Management, Lotus Notes, PeopleSoft, Everbridge, Asset Managment, Sales, Cold Calling, Client Development
Education
Reinhardt College
Bachelor of Science (BS)
Gainesville State College
Associate of Arts (A.A.)
Jared Gilbert Jared Gilbert's J.P. Morgan Experience October 2012 - March 2014
Job Business Development Manager at Cox & Company
Industry Aviation & Aerospace
Experience
Cox & Company March 2014 - Present
J.P. Morgan October 2012 - March 2014
Cox & Company, Inc. November 2006 - October 2012
Boeing February 2005 - October 2006
Moog May 2002 - August 2003
Skills
Business Strategy, Corporate Finance, Program Management, Electrical Engineering, Innovation, Innovation Management, Plan Implementation, Change Management, Circuit Design, Schematic Capture, Customer Relations, Operations Management, Product Development, Avionics, Military, Aircraft, Lean Manufacturing, Strategy, Manufacturing, Management, Customer Service
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Strategy, Finance, Marketing
Rensselaer Polytechnic Institute 2000 — 2004
BS, Electrical Engineering & Applied Physics
Cox & Company March 2014 - Present
J.P. Morgan October 2012 - March 2014
Cox & Company, Inc. November 2006 - October 2012
Boeing February 2005 - October 2006
Moog May 2002 - August 2003
Skills
Business Strategy, Corporate Finance, Program Management, Electrical Engineering, Innovation, Innovation Management, Plan Implementation, Change Management, Circuit Design, Schematic Capture, Customer Relations, Operations Management, Product Development, Avionics, Military, Aircraft, Lean Manufacturing, Strategy, Manufacturing, Management, Customer Service
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Strategy, Finance, Marketing
Rensselaer Polytechnic Institute 2000 — 2004
BS, Electrical Engineering & Applied Physics
Lillian Puglisi's J.P. Morgan Experience August 2012 - Present
Job Retirement Representative
Industry Accounting
Experience
J.P. Morgan August 2012 - Present
H&R Block January 2012 - November 2012
US Army July 1995 - August 2003
Skills
Customer Service, Access, Investments, Accounting, Banking, Mutual Funds, Tax, Leadership, Tax Preparation, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel
Education
Regis University
Bachelor of Science (B.S.), Accounting
J.P. Morgan August 2012 - Present
H&R Block January 2012 - November 2012
US Army July 1995 - August 2003
Skills
Customer Service, Access, Investments, Accounting, Banking, Mutual Funds, Tax, Leadership, Tax Preparation, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel
Education
Regis University
Bachelor of Science (B.S.), Accounting
Gladys Gelson Gladys Gelson's J.P. Morgan Experience 2006 - 2008
Job MUFG Americas Executive Assistant to Head of US Corporate Banking Division
Industry Banking
Experience
Xerium Technologies December 2008 - May 2013
Xerium Technologies, Inc. December 2008 - May 2013
J.P. Morgan/Bear Stearns & Co. November 2006 - September 2008
J.P. Morgan 2006 - 2008
Gerling America Insurance Company July 2005 - November 2006
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, QuickBooks, Dilient Application, Concur, Applications, Spanish, Software Documentation, Administrative...
Education
Queens College 2006 — 2008
Legal Court Interpreter Certification, English/Spanish Interpreter, Yes
Universidad Atlantica Argentina 1998 — 2000
Xerium Technologies December 2008 - May 2013
Xerium Technologies, Inc. December 2008 - May 2013
J.P. Morgan/Bear Stearns & Co. November 2006 - September 2008
J.P. Morgan 2006 - 2008
Gerling America Insurance Company July 2005 - November 2006
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, QuickBooks, Dilient Application, Concur, Applications, Spanish, Software Documentation, Administrative...
Education
Queens College 2006 — 2008
Legal Court Interpreter Certification, English/Spanish Interpreter, Yes
Universidad Atlantica Argentina 1998 — 2000
Greg Wilcom Greg Wilcom's J.P. Morgan Experience September 1994 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
J.P. Morgan September 1994 - Present
Bear Stearns 1994 - 2008
Bear Stearns 1997 - 2001
Bear Stearns 1994 - 1997
Sharp Electronics August 1990 - June 1994
CRS Business Computers January 1990 - August 1990
Williams Business Machines December 1986 - December 1989
Adler Royal Business Machines February 1983 - December 1986
United States Navy February 1979 - February 1983
Skills
Equities, Trading Systems, Investment Banking, Electronic Trading, Options, Fixed Income, Disaster Recovery, Data Center, Middle Office, Derivatives, Capital Markets, Sybase, Credit Derivatives, Hedge Funds, Market Data, Financial Services, Equity Derivatives, Risk Management, Solaris, Asset Management, Trading, Program Management, Swaps, IT Operations, Portfolio Management, Securities, Low Latency, Securities Lending, Equity Trading, Process Improvement, Interest Rate..., Servers, Bloomberg, FX Options, Structured Products, Reference Data, Alternative Investments, Collateral Management, Back Office, Emerging Markets, Financial Markets, Commodity, Series 7, Series 63, Bonds, Technical Support, Market Risk, Management
Education
Ramapo College of New Jersey
red bank cathlic
red bank catholic
red bank catholic
J.P. Morgan September 1994 - Present
Bear Stearns 1994 - 2008
Bear Stearns 1997 - 2001
Bear Stearns 1994 - 1997
Sharp Electronics August 1990 - June 1994
CRS Business Computers January 1990 - August 1990
Williams Business Machines December 1986 - December 1989
Adler Royal Business Machines February 1983 - December 1986
United States Navy February 1979 - February 1983
Skills
Equities, Trading Systems, Investment Banking, Electronic Trading, Options, Fixed Income, Disaster Recovery, Data Center, Middle Office, Derivatives, Capital Markets, Sybase, Credit Derivatives, Hedge Funds, Market Data, Financial Services, Equity Derivatives, Risk Management, Solaris, Asset Management, Trading, Program Management, Swaps, IT Operations, Portfolio Management, Securities, Low Latency, Securities Lending, Equity Trading, Process Improvement, Interest Rate..., Servers, Bloomberg, FX Options, Structured Products, Reference Data, Alternative Investments, Collateral Management, Back Office, Emerging Markets, Financial Markets, Commodity, Series 7, Series 63, Bonds, Technical Support, Market Risk, Management
Education
Ramapo College of New Jersey
red bank cathlic
red bank catholic
red bank catholic
Ted Papadopoulos Ted Papadopoulos's J.P. Morgan Experience 2010 - 2012
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management August 2012 - Present
J.P. Morgan 2010 - 2012
Smith Barney Citigroup 1997 - 2010
Merrill Lynch 1995 - 1997
NatWest (currently Bank of America) 1992 - 1995
Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...
Education
Queens College
BS, Economics & Sociology
UBS Wealth Management August 2012 - Present
J.P. Morgan 2010 - 2012
Smith Barney Citigroup 1997 - 2010
Merrill Lynch 1995 - 1997
NatWest (currently Bank of America) 1992 - 1995
Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...
Education
Queens College
BS, Economics & Sociology
Pete Spera Pete Spera's J.P. Morgan Experience April 2014 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Morgan Stanley May 2006 - April 2014
UBS Investment Bank August 1998 - April 2006
Skills
Fixed Income, Capital Markets, Trading, Investment Banking, Equities, Business Analysis, Financial Risk, SDLC, Market Data, Financial Markets, Securitization, Financial Modeling, Bonds, Emerging Markets, Outsourcing, CMBS, ABS
Education
Rensselaer Polytechnic Institute
Management Information Systems (MIS)
Seton Hall University
MBA, Finance & International Business
J.P. Morgan April 2014 - Present
Morgan Stanley May 2006 - April 2014
UBS Investment Bank August 1998 - April 2006
Skills
Fixed Income, Capital Markets, Trading, Investment Banking, Equities, Business Analysis, Financial Risk, SDLC, Market Data, Financial Markets, Securitization, Financial Modeling, Bonds, Emerging Markets, Outsourcing, CMBS, ABS
Education
Rensselaer Polytechnic Institute
Management Information Systems (MIS)
Seton Hall University
MBA, Finance & International Business
Nick Picarde, MBA Nick Picarde, MBA's J.P. Morgan Experience June 2006 - September 2006
Job MIdwest Sales covering Michigan, Ohio, and Western PA at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP November 2014 - Present
Bloomberg LP February 2012 - November 2014
Bloomberg L.P. June 2012 - February 2013
Bloomberg L.P. January 2011 - June 2012
Bloomberg L.P. April 2008 - December 2010
Bloomberg L.P. August 2007 - April 2008
US Bank September 2006 - July 2007
J.P. Morgan June 2006 - September 2006
Skills
Financial Modeling, Financial Markets, Bloomberg Terminal, Equities, Bloomberg, Financial Analysis, Fixed Income, Derivatives, Investments, Hedge Funds, Mutual Funds, Alternative Investments, Bonds, Portfolio Management, Trading, Capital Markets, Valuation, Asset Managment, Electronic Trading, FX Options, Trading Systems
Education
Southern Connecticut State University 2004 — 2006
MBA, Masters of Business Administration
Quinnipiac University 2000 — 2004
BA, History, Management Minor
Bloomberg LP November 2014 - Present
Bloomberg LP February 2012 - November 2014
Bloomberg L.P. June 2012 - February 2013
Bloomberg L.P. January 2011 - June 2012
Bloomberg L.P. April 2008 - December 2010
Bloomberg L.P. August 2007 - April 2008
US Bank September 2006 - July 2007
J.P. Morgan June 2006 - September 2006
Skills
Financial Modeling, Financial Markets, Bloomberg Terminal, Equities, Bloomberg, Financial Analysis, Fixed Income, Derivatives, Investments, Hedge Funds, Mutual Funds, Alternative Investments, Bonds, Portfolio Management, Trading, Capital Markets, Valuation, Asset Managment, Electronic Trading, FX Options, Trading Systems
Education
Southern Connecticut State University 2004 — 2006
MBA, Masters of Business Administration
Quinnipiac University 2000 — 2004
BA, History, Management Minor
Joe Sabatello Joe Sabatello's J.P. Morgan Experience June 1983 - March 1989
Job database administrator at UBS
Industry Financial Services
Experience
UBS March 1989 - Present
UBS Wealth Management 1989 - Present
J.P. Morgan June 1983 - March 1989
Skills
Wealth Management, Securities, SQL, Fixed Income, Project Management, Change Management, Portfolio Management, Equities, Asset Management, Process Improvement, Business Analysis, Risk Management, Vendor Management, Financial Modeling, Financial Services, Investments, Financial Analysis, SDLC
Education
Queens College
Scalan
UBS March 1989 - Present
UBS Wealth Management 1989 - Present
J.P. Morgan June 1983 - March 1989
Skills
Wealth Management, Securities, SQL, Fixed Income, Project Management, Change Management, Portfolio Management, Equities, Asset Management, Process Improvement, Business Analysis, Risk Management, Vendor Management, Financial Modeling, Financial Services, Investments, Financial Analysis, SDLC
Education
Queens College
Scalan
Paul Hotaling Paul Hotaling's J.P. Morgan Experience June 2015 - August 2015
Job Senior at SUNY Oneonta
Industry Financial Services
Experience
SUNY Oneonta January 2015 - Present
J.P. Morgan June 2015 - August 2015
Ryan's Farmers Market April 2010 - December 2014
Young Americans for Liberty August 2012 - January 2013
Assemblyman James Tedisco January 2012 - June 2012
W.F. Ryan's Produce Inc. June 2008 - January 2010
Skills
Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Retail, Wholesale, Fresh Produce, Student Activism, Political Communication, Grassroots Organizing, Political Philosophy, Volunteer Recruiting, Leadership, Google Docs, Business, PowerPoint, Public Speaking
Education
State University of New York College at Oneonta 2014 — 2016
Bachelor of Science (BS), Business/Managerial Economics
Regis University 2013 — 2013
State University of New York at New Paltz 2012 — 2013
Shaker High School 2008 — 2012
Regents Diploma with Advanced Designation.
SUNY Oneonta January 2015 - Present
J.P. Morgan June 2015 - August 2015
Ryan's Farmers Market April 2010 - December 2014
Young Americans for Liberty August 2012 - January 2013
Assemblyman James Tedisco January 2012 - June 2012
W.F. Ryan's Produce Inc. June 2008 - January 2010
Skills
Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Retail, Wholesale, Fresh Produce, Student Activism, Political Communication, Grassroots Organizing, Political Philosophy, Volunteer Recruiting, Leadership, Google Docs, Business, PowerPoint, Public Speaking
Education
State University of New York College at Oneonta 2014 — 2016
Bachelor of Science (BS), Business/Managerial Economics
Regis University 2013 — 2013
State University of New York at New Paltz 2012 — 2013
Shaker High School 2008 — 2012
Regents Diploma with Advanced Designation.
Rajesh Budhani Rajesh Budhani's J.P. Morgan Experience May 2013 - August 2013
Job Senior Associate, Financial Management at KPMG Consulting
Industry Management Consulting
Experience
J.P. Morgan May 2013 - August 2013
Venture Capital and Start-Up Advisory October 2012 - April 2013
J.P. Morgan March 2008 - August 2012
Syntel March 2007 - March 2008
Merrill Lynch May 2003 - August 2003
Tata Communications May 2002 - August 2002
Skills
Team Leadership, Financial Analysis, Executive Reporting, Risk Management, Project Management, Corporate Communications, Strategic Planning, Bloomberg, Options, Fixed Income, Derivatives, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Equities
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & CFA Level I Candidate
University of Mumbai 2007 — 2009
Master of Commerce, Finance & Accounting
University of Mumbai 2004 — 2007
Bachelor of Management Studies, Finance, General
J.P. Morgan May 2013 - August 2013
Venture Capital and Start-Up Advisory October 2012 - April 2013
J.P. Morgan March 2008 - August 2012
Syntel March 2007 - March 2008
Merrill Lynch May 2003 - August 2003
Tata Communications May 2002 - August 2002
Skills
Team Leadership, Financial Analysis, Executive Reporting, Risk Management, Project Management, Corporate Communications, Strategic Planning, Bloomberg, Options, Fixed Income, Derivatives, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Equities
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & CFA Level I Candidate
University of Mumbai 2007 — 2009
Master of Commerce, Finance & Accounting
University of Mumbai 2004 — 2007
Bachelor of Management Studies, Finance, General
Peter Memon's J.P. Morgan Experience November 2014 - Present
Job Member Board of Directors for the MS Business Analytics Program at RPI Lally School of Management
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
RPI Lally School of Management July 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers September 2007 - September 2008
HSBC April 2005 - September 2007
Bear Stearns February 2003 - April 2005
Deutsche Bank November 2000 - February 2002
MLIS Inc. January 1997 - November 2000
Lehman Brothers July 1995 - January 1997
Goldman Sachs/J. Aron July 1994 - July 1995
Skills
Data Mining, Complex Event Processing, Strategic Leadership, Data Analysis, Software Project..., Technical Architecture, Photography, Business Strategy, Business Plan..., Big Data, Business Intelligence, Business Intelligence..., Event Processing, Data Virtualization, Tibco Spotfire, Business Planning, Derivatives, Trading Systems, Fixed Income, Data Warehousing, Capital Markets, Bonds, Risk Management, Spotfire, Credit Derivatives, FX trading, IT Strategy, Sybase, Prime Brokerage, Software Development, Market Data, Strategy, CDS, Emerging Markets, Equity Trading, Management, Interest Rate..., Electronic Trading
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, CSE and Math
J.P. Morgan November 2014 - Present
RPI Lally School of Management July 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers September 2007 - September 2008
HSBC April 2005 - September 2007
Bear Stearns February 2003 - April 2005
Deutsche Bank November 2000 - February 2002
MLIS Inc. January 1997 - November 2000
Lehman Brothers July 1995 - January 1997
Goldman Sachs/J. Aron July 1994 - July 1995
Skills
Data Mining, Complex Event Processing, Strategic Leadership, Data Analysis, Software Project..., Technical Architecture, Photography, Business Strategy, Business Plan..., Big Data, Business Intelligence, Business Intelligence..., Event Processing, Data Virtualization, Tibco Spotfire, Business Planning, Derivatives, Trading Systems, Fixed Income, Data Warehousing, Capital Markets, Bonds, Risk Management, Spotfire, Credit Derivatives, FX trading, IT Strategy, Sybase, Prime Brokerage, Software Development, Market Data, Strategy, CDS, Emerging Markets, Equity Trading, Management, Interest Rate..., Electronic Trading
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, CSE and Math
Gladys Griffiths Gladys Griffiths's J.P. Morgan Experience September 2009 - July 2011
Job Managing Director (VP), Internal Audit Services Capital Markets at RBC
Industry Banking
Experience
RBC July 2013 - Present
KPMG Canada August 2012 - July 2013
JP Morgan September 2009 - July 2011
Goldman Sachs and Co June 2002 - August 2009
J.P. Morgan June 1996 - June 2002
Ernst & Young June 1994 - June 1996
Skills
Risk Assessment, Derivatives, Mortgage Industry, Control, Capital Markets, Credit Risk, Operations, Operational Risk..., Market Risk, Internal Audit, IT Audit, Investment Banking, Equities, Finance, Fixed Income, Enterprise Risk..., Equity Derivatives, Risk Management, Structured Products, Mortgage Lending, Financial Risk, Management
Education
Rensselaer Polytechnic Institute 1992 — 1994
MS, Industrial Engineering
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1992 — 1994
MBA, Finance and Information Systems
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors of Science, Engineering
RBC July 2013 - Present
KPMG Canada August 2012 - July 2013
JP Morgan September 2009 - July 2011
Goldman Sachs and Co June 2002 - August 2009
J.P. Morgan June 1996 - June 2002
Ernst & Young June 1994 - June 1996
Skills
Risk Assessment, Derivatives, Mortgage Industry, Control, Capital Markets, Credit Risk, Operations, Operational Risk..., Market Risk, Internal Audit, IT Audit, Investment Banking, Equities, Finance, Fixed Income, Enterprise Risk..., Equity Derivatives, Risk Management, Structured Products, Mortgage Lending, Financial Risk, Management
Education
Rensselaer Polytechnic Institute 1992 — 1994
MS, Industrial Engineering
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1992 — 1994
MBA, Finance and Information Systems
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors of Science, Engineering
Brian Neal Brian Neal's J.P. Morgan Experience 2014 - Present
Job Financial Associate
Industry Banking
Experience
J.P. Morgan 2014 - Present
Skills
Accounting, Financial Analysis, Budgets, Microsoft Excel, Investments, QuickBooks, Auditing, Insurance, Finance, Bloomberg, Business Development, Strategic Financial..., Forecasting, Financial Reporting, Corporate Finance, Access, Due Diligence, PowerPoint, Data Analysis, Mutual Funds, Market Research, Valuation, Asset Management
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Economics
J.P. Morgan 2014 - Present
Skills
Accounting, Financial Analysis, Budgets, Microsoft Excel, Investments, QuickBooks, Auditing, Insurance, Finance, Bloomberg, Business Development, Strategic Financial..., Forecasting, Financial Reporting, Corporate Finance, Access, Due Diligence, PowerPoint, Data Analysis, Mutual Funds, Market Research, Valuation, Asset Management
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Economics
Patrick Cooke Patrick Cooke's J.P. Morgan Experience April 2015 - Present
Job Sr. Project Manager at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan April 2015 - Present
McKinsey & Company April 2014 - March 2015
Blast Radius May 2013 - September 2013
Saatchi & Saatchi October 2012 - May 2013
Tribal DDB February 2012 - August 2012
MRM Worldwide July 2010 - October 2011
DraftFcb Healthcare March 2010 - July 2010
Blenderbox, Inc. July 2009 - March 2010
The New York Times February 2009 - May 2009
OgilvyOne Worldwide May 2007 - January 2009
Skills
Information Architecture, User Experience, Email Marketing, E-commerce, Web Project Management, Web Analytics, User Interface Design, Creative Direction, Digital Strategy, Integrated Marketing, Interactive Marketing, Interactive Advertising, Digital Marketing, Digital Media, Mobile Applications, PPC, Online Advertising, SEM, Online Marketing, Advertising
Education
International Institute of Learning 2008 — 2009
PMP Certificate, Orange Belt
United Digital Artist 2001 — 2001
Certificate, Introduction to Flash Animation
The New School 1996 — 1996
Certificate, SoftImage 3D Software
Rhode Island School of Design 1990 — 1994
Bachelor of Arts, Film & Animation
Trinity Pawling School 1985 — 1990
Diploma, High School/Secondary Diplomas and Certificates
Rippowam Cisqua Shool 1981 — 1985
J.P. Morgan April 2015 - Present
McKinsey & Company April 2014 - March 2015
Blast Radius May 2013 - September 2013
Saatchi & Saatchi October 2012 - May 2013
Tribal DDB February 2012 - August 2012
MRM Worldwide July 2010 - October 2011
DraftFcb Healthcare March 2010 - July 2010
Blenderbox, Inc. July 2009 - March 2010
The New York Times February 2009 - May 2009
OgilvyOne Worldwide May 2007 - January 2009
Skills
Information Architecture, User Experience, Email Marketing, E-commerce, Web Project Management, Web Analytics, User Interface Design, Creative Direction, Digital Strategy, Integrated Marketing, Interactive Marketing, Interactive Advertising, Digital Marketing, Digital Media, Mobile Applications, PPC, Online Advertising, SEM, Online Marketing, Advertising
Education
International Institute of Learning 2008 — 2009
PMP Certificate, Orange Belt
United Digital Artist 2001 — 2001
Certificate, Introduction to Flash Animation
The New School 1996 — 1996
Certificate, SoftImage 3D Software
Rhode Island School of Design 1990 — 1994
Bachelor of Arts, Film & Animation
Trinity Pawling School 1985 — 1990
Diploma, High School/Secondary Diplomas and Certificates
Rippowam Cisqua Shool 1981 — 1985
John Poulakis John Poulakis's J.P. Morgan Experience March 2008 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. May 2000 - March 2008
N.Y.C Health & Hospitals Corp. November 1991 - April 2000
NY CPA Firm June 1990 - November 1991
Skills
Prime Brokerage, Sarbanes-Oxley Act, Equities, Investment Banking, Hedge Funds, Asset Management, Banking, Finance, Securities, Money Market, Internal Controls, SOX Compliancy, Financial Analysis, Operations Management, Broker-Dealer, Fixed Income, Calculations, Interest Calculation, Alternative Investments, Risk Management, Derivatives, Financial Services, Investments
Education
Queens College 1986 — 1990
Bachelor of Arts (BA), Accounting and Information Systems
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. May 2000 - March 2008
N.Y.C Health & Hospitals Corp. November 1991 - April 2000
NY CPA Firm June 1990 - November 1991
Skills
Prime Brokerage, Sarbanes-Oxley Act, Equities, Investment Banking, Hedge Funds, Asset Management, Banking, Finance, Securities, Money Market, Internal Controls, SOX Compliancy, Financial Analysis, Operations Management, Broker-Dealer, Fixed Income, Calculations, Interest Calculation, Alternative Investments, Risk Management, Derivatives, Financial Services, Investments
Education
Queens College 1986 — 1990
Bachelor of Arts (BA), Accounting and Information Systems
Patricia MacFarlane Patricia MacFarlane's J.P. Morgan Experience June 1989 - May 1998
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Self-employed January 1998 - Present
J.P. Morgan June 1989 - May 1998
Alexander Programming Inc. August 1986 - June 1989
Education
Rensselaer Polytechnic Institute 1982 — 1986
Bachelor of Science (BS)
Self-employed January 1998 - Present
J.P. Morgan June 1989 - May 1998
Alexander Programming Inc. August 1986 - June 1989
Education
Rensselaer Polytechnic Institute 1982 — 1986
Bachelor of Science (BS)
Brian Dombroski Brian Dombroski's J.P. Morgan Experience March 2010 - Present
Job Vice President Private Bank Client Service Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2010 - Present
J.P. Morgan January 2009 - March 2010
J.P. Morgan July 2007 - January 2009
J.P. Morgan July 2006 - July 2007
J.P. Morgan February 2005 - July 2006
assent trading 2003 - 2004
Skills
Equities, Risk Management, Trading, Investments, Series 7, Mutual Funds, Sales, Financial Analysis, Asset Management, Capital Markets, Customer Service, Finance, Valuation, Marketing, Due Diligence, Series 63, Management, Settlement, Wealth Management, Securities
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
Master of Business Administration (MBA), Risk Management, Finance, and Derivative Markets
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Business Management and Marketing
J.P. Morgan March 2010 - Present
J.P. Morgan January 2009 - March 2010
J.P. Morgan July 2007 - January 2009
J.P. Morgan July 2006 - July 2007
J.P. Morgan February 2005 - July 2006
assent trading 2003 - 2004
Skills
Equities, Risk Management, Trading, Investments, Series 7, Mutual Funds, Sales, Financial Analysis, Asset Management, Capital Markets, Customer Service, Finance, Valuation, Marketing, Due Diligence, Series 63, Management, Settlement, Wealth Management, Securities
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
Master of Business Administration (MBA), Risk Management, Finance, and Derivative Markets
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Business Management and Marketing
Meyer Maria's J.P. Morgan Experience December 1979 - Present
Job Executive Administrative Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 1979 - Present
Skills
Administrative..., Lotus Notes, Outlook, Microsoft Excel, Spreadsheets, Office Management, PowerPoint, PeopleSoft, Microsoft Office, Microsoft Word, Customer Service, Travel Arrangements
Education
Queensborough Community College 1977 — 1979
Associates Degree, Business Administration
J.P. Morgan December 1979 - Present
Skills
Administrative..., Lotus Notes, Outlook, Microsoft Excel, Spreadsheets, Office Management, PowerPoint, PeopleSoft, Microsoft Office, Microsoft Word, Customer Service, Travel Arrangements
Education
Queensborough Community College 1977 — 1979
Associates Degree, Business Administration
Allan Maxwell Blair's J.P. Morgan Experience February 2013 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan June 2012 - August 2012
Kota Global Securities July 2011 - August 2011
Skills
Teaching, Matlab, PowerPoint, Microsoft Excel, C++, Microsoft Word, Statistics, HTML, CAD, Investment Banking, Valuation, Analysis, Bloomberg, Financial Modeling, Public Speaking, Equities, Financial Analysis, Teamwork, Capital Markets, Project Management, Data Analysis, Fixed Income, Finance, Portfolio Management, Access, Hedge Funds, Corporate Finance
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science, Industrial and Management Engineering, Cum Laude
Seton Hall Prep 2006 — 2009
Highschool
J.P. Morgan February 2013 - Present
J.P. Morgan June 2012 - August 2012
Kota Global Securities July 2011 - August 2011
Skills
Teaching, Matlab, PowerPoint, Microsoft Excel, C++, Microsoft Word, Statistics, HTML, CAD, Investment Banking, Valuation, Analysis, Bloomberg, Financial Modeling, Public Speaking, Equities, Financial Analysis, Teamwork, Capital Markets, Project Management, Data Analysis, Fixed Income, Finance, Portfolio Management, Access, Hedge Funds, Corporate Finance
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science, Industrial and Management Engineering, Cum Laude
Seton Hall Prep 2006 — 2009
Highschool
Paul Diamond, CFA Paul Diamond, CFA's J.P. Morgan Experience January 1986 - January 1992
Job Senior Investment Advisor at PNC
Industry Financial Services
Experience
PNC April 2014 - Present
Adherence Consulting Group (ACG), LLC May 2011 - March 2014
GFI Group February 2010 - July 2011
Merrill Lynch February 2006 - July 2009
Deutsche Bank June 1998 - June 2005
Deutsche Bank January 1997 - June 1998
Deutsche Bank January 1996 - January 1997
Deutsche Bank January 1994 - January 1996
Deutsche Bank January 1992 - January 1994
J.P. Morgan January 1986 - January 1992
Skills
Portfolio Management, Research, Risk Management, Capital Markets, Investor Relations, Market Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Financial Accounting, Proposal Writing, Sound, Budgeting, Options, Trading, Financial Reporting, Front Office, Excel, Budgets, Microsoft Excel, Alternative Investments, Asset Management, Valuation, Hedge Funds, Investments, Securities, Mutual Funds, Investment Management, Financial Services
Education
Regis University 2012 — 2016
MS, Accounting
CFA Institute 1998 — 2001
CFA, Finance
Nasdaq
West Virginia University
BA, Accounting
PNC April 2014 - Present
Adherence Consulting Group (ACG), LLC May 2011 - March 2014
GFI Group February 2010 - July 2011
Merrill Lynch February 2006 - July 2009
Deutsche Bank June 1998 - June 2005
Deutsche Bank January 1997 - June 1998
Deutsche Bank January 1996 - January 1997
Deutsche Bank January 1994 - January 1996
Deutsche Bank January 1992 - January 1994
J.P. Morgan January 1986 - January 1992
Skills
Portfolio Management, Research, Risk Management, Capital Markets, Investor Relations, Market Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Financial Accounting, Proposal Writing, Sound, Budgeting, Options, Trading, Financial Reporting, Front Office, Excel, Budgets, Microsoft Excel, Alternative Investments, Asset Management, Valuation, Hedge Funds, Investments, Securities, Mutual Funds, Investment Management, Financial Services
Education
Regis University 2012 — 2016
MS, Accounting
CFA Institute 1998 — 2001
CFA, Finance
Nasdaq
West Virginia University
BA, Accounting
Harjit Minhas Harjit Minhas's J.P. Morgan Experience March 2014 - April 2015
Job Manager on Duty/Small Business Specialist at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan March 2014 - April 2015
JPMorgan Chase November 2011 - March 2014
J.P. Morgan June 2010 - November 2011
RadioShack February 2008 - June 2010
Self Employed February 2006 - June 2010
Franklin First Financial Bank August 2006 - October 2006
Skills
Management, CRM, Time Management, Sales, Analysis, Customer Satisfaction, Customer Service, Finance, Human Resources, Microsoft Excel, Loans, PowerPoint, Sales Management, Inventory Management, Sales Process, Banking, Leadership
Education
Queens College 2006 — 2009
Bachelor's degree, Accounting And Information Systems
J.P. Morgan March 2014 - April 2015
JPMorgan Chase November 2011 - March 2014
J.P. Morgan June 2010 - November 2011
RadioShack February 2008 - June 2010
Self Employed February 2006 - June 2010
Franklin First Financial Bank August 2006 - October 2006
Skills
Management, CRM, Time Management, Sales, Analysis, Customer Satisfaction, Customer Service, Finance, Human Resources, Microsoft Excel, Loans, PowerPoint, Sales Management, Inventory Management, Sales Process, Banking, Leadership
Education
Queens College 2006 — 2009
Bachelor's degree, Accounting And Information Systems
Marina Levit Marina Levit's J.P. Morgan Experience
Job Account Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan
Skills
Banking, Strategic Planning, Financial Services, Management, Sales, Leadership, Strategy, Customer Service
Education
Queens College
Accounting
J.P. Morgan
Skills
Banking, Strategic Planning, Financial Services, Management, Sales, Leadership, Strategy, Customer Service
Education
Queens College
Accounting
Ryan Klimkowski's J.P. Morgan Experience June 2015 - Present
Job JP Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
Santi Suri Santi Suri's J.P. Morgan Experience 2015 - Present
Job Vault Audit Consultant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
1199 National Benefit Fund October 2014 - June 2015
Osiris Therapeutics June 2014 - August 2014
Imagine Fashion May 2013 - June 2014
Imagine Fashion February 2012 - May 2013
Natasha Morgan NYC January 2012 - February 2012
Skills
Social Media, Public Speaking, Social Networking, Research, PowerPoint, Microsoft Excel, Customer Service, Magazines, Fashion, Microsoft Office, WordPress, Teamwork, Google Analytics, Start-ups, Management, Data Analysis, Data E, Invoice Processing, Project Management, Windows, Bookkeeping, Financial Reporting, Analytics, Small Business, Outlook, Budgets, Marketing Strategy, Photoshop, Linkshare, Microsoft Word, Marketing, Time Management, Tax Preparation, Leadership, Finance, Analysis, Social Media Marketing, Facebook, Financial Analysis, CRM, Interpersonal Skills, Communication, Compliance Management, Risk Management, Accounting, Consulting, Sales
Education
Queens College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Corporate Finance, International Business, Economics, 3.94
State University of New York at Buffalo 2010 — 2012
Chemistry
J.P. Morgan 2015 - Present
1199 National Benefit Fund October 2014 - June 2015
Osiris Therapeutics June 2014 - August 2014
Imagine Fashion May 2013 - June 2014
Imagine Fashion February 2012 - May 2013
Natasha Morgan NYC January 2012 - February 2012
Skills
Social Media, Public Speaking, Social Networking, Research, PowerPoint, Microsoft Excel, Customer Service, Magazines, Fashion, Microsoft Office, WordPress, Teamwork, Google Analytics, Start-ups, Management, Data Analysis, Data E, Invoice Processing, Project Management, Windows, Bookkeeping, Financial Reporting, Analytics, Small Business, Outlook, Budgets, Marketing Strategy, Photoshop, Linkshare, Microsoft Word, Marketing, Time Management, Tax Preparation, Leadership, Finance, Analysis, Social Media Marketing, Facebook, Financial Analysis, CRM, Interpersonal Skills, Communication, Compliance Management, Risk Management, Accounting, Consulting, Sales
Education
Queens College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Corporate Finance, International Business, Economics, 3.94
State University of New York at Buffalo 2010 — 2012
Chemistry
Sora Kwak Sora Kwak's J.P. Morgan Experience May 2011 - September 2014
Job Senior Risk Advisory at EY
Industry Accounting
Experience
EY October 2014 - Present
J.P. Morgan May 2011 - September 2014
SG Corporation USA May 2010 - May 2011
Kim & Cha, LLP August 2005 - May 2010
Education
Queens College 2001 — 2005
Bachelor of Arts (BA), Accounting and Finance
EY October 2014 - Present
J.P. Morgan May 2011 - September 2014
SG Corporation USA May 2010 - May 2011
Kim & Cha, LLP August 2005 - May 2010
Education
Queens College 2001 — 2005
Bachelor of Arts (BA), Accounting and Finance
Brett Leatherwood's J.P. Morgan Experience June 2015 - July 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - July 2015
The Leona M and Harry B Helmsley Charitable Trust May 2014 - August 2014
GSD&M May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Research, PowerPoint, Leadership, Data Analysis, Social Media, Microsoft Word, Finance
Education
Rice University 2012 — 2016
Bachelor of Arts (BA), Economics, History
J.P. Morgan June 2015 - July 2015
The Leona M and Harry B Helmsley Charitable Trust May 2014 - August 2014
GSD&M May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Research, PowerPoint, Leadership, Data Analysis, Social Media, Microsoft Word, Finance
Education
Rice University 2012 — 2016
Bachelor of Arts (BA), Economics, History
Gregory Marinescu's J.P. Morgan Experience April 2015 - Present
Job AML Analyst | J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan April 2015 - Present
Astoria Federal Savings June 2009 - January 2014
Capital One March 2008 - May 2009
Skills
Mortgage Lending, Loans, Consumer Lending, Banking, Credit Analysis, Commercial Lending, Retail Banking, Small Business Lending, Credit, Commercial Banking, Branch Banking, Customer Service, PowerPoint, Time Management, Financial Analysis, Microsoft Word, Research, Microsoft Office
Education
Queens College
Bachelor's degree, Economics
J.P. Morgan April 2015 - Present
Astoria Federal Savings June 2009 - January 2014
Capital One March 2008 - May 2009
Skills
Mortgage Lending, Loans, Consumer Lending, Banking, Credit Analysis, Commercial Lending, Retail Banking, Small Business Lending, Credit, Commercial Banking, Branch Banking, Customer Service, PowerPoint, Time Management, Financial Analysis, Microsoft Word, Research, Microsoft Office
Education
Queens College
Bachelor's degree, Economics
Tracy Ragoonanan's J.P. Morgan Experience March 2006 - November 2008
Job Licensed Branch Manager at Santander Consumer USA Inc.
Industry Banking
Experience
Santander Consumer USA Inc. June 2013 - Present
Citbank December 2008 - June 2013
J.P. Morgan March 2006 - November 2008
Skills
Customer Service, Banking, Accounting, Portfolio Management, Financial Analysis, Sales, Relationship Management, Strategic Planning, Microsoft Office, Business Planning, Mutual Funds, Mortgage Lending, Credit, Strategic Financial..., New Business Development, Negotiation, Investments, Loans, Marketing, Asset Management, Market Research, Financial Advisory, Wealth Management, Risk Management, Commercial Banking, Financial Services, Financial Planning, Retail Banking, Finance, Consumer Lending, Leadership, Credit Analysis, Cross Selling
Education
City University of New York-Queens College 2003 — 2008
Bachelor of Science (BS), Accounting
Queens College
Bachelor's degree, Accounting and Business/Management
Santander Consumer USA Inc. June 2013 - Present
Citbank December 2008 - June 2013
J.P. Morgan March 2006 - November 2008
Skills
Customer Service, Banking, Accounting, Portfolio Management, Financial Analysis, Sales, Relationship Management, Strategic Planning, Microsoft Office, Business Planning, Mutual Funds, Mortgage Lending, Credit, Strategic Financial..., New Business Development, Negotiation, Investments, Loans, Marketing, Asset Management, Market Research, Financial Advisory, Wealth Management, Risk Management, Commercial Banking, Financial Services, Financial Planning, Retail Banking, Finance, Consumer Lending, Leadership, Credit Analysis, Cross Selling
Education
City University of New York-Queens College 2003 — 2008
Bachelor of Science (BS), Accounting
Queens College
Bachelor's degree, Accounting and Business/Management
Conor Chocheles Conor Chocheles's J.P. Morgan Experience December 2012 - January 2015
Job Support Analyst at Conversocial
Industry Internet
Experience
J.P. Morgan December 2012 - January 2015
Tullett Prebon June 2011 - December 2012
Newedge USA LLC June 2010 - August 2010
Newedge USA LLC June 2009 - August 2009
Skills
Account Management, Customer Service, Series 7, Series 63, Bloomberg, Project Management, Risk Management, Minitab, Analysis, Access, Microsoft Office
Education
Rensselaer Polytechnic Institute 2007 — 2011
B.S, Industrial and Management Engineering
J.P. Morgan December 2012 - January 2015
Tullett Prebon June 2011 - December 2012
Newedge USA LLC June 2010 - August 2010
Newedge USA LLC June 2009 - August 2009
Skills
Account Management, Customer Service, Series 7, Series 63, Bloomberg, Project Management, Risk Management, Minitab, Analysis, Access, Microsoft Office
Education
Rensselaer Polytechnic Institute 2007 — 2011
B.S, Industrial and Management Engineering
Mykola Smith Mykola Smith's J.P. Morgan Experience July 2013 - March 2015
Job Software Engineer
Industry Information Technology and Services
Experience
J.P. Morgan July 2013 - March 2015
J.P. Morgan June 2012 - August 2012
Smart Lighting Engineering Research Center March 2011 - August 2011
ZJ Boarding House March 2008 - November 2009
ZJ Boarding House July 2007 - November 2009
Skills
Python, JavaScript, Node.js, Django, React, HTML, CSS, Ruby on Rails, AngularJS, Flask, Git, Linux
Education
Rensselaer Polytechnic Institute 2009 — 2013
B.S., Business Management
New Roads High School 2005 — 2009
Diploma
Recurse Center
J.P. Morgan July 2013 - March 2015
J.P. Morgan June 2012 - August 2012
Smart Lighting Engineering Research Center March 2011 - August 2011
ZJ Boarding House March 2008 - November 2009
ZJ Boarding House July 2007 - November 2009
Skills
Python, JavaScript, Node.js, Django, React, HTML, CSS, Ruby on Rails, AngularJS, Flask, Git, Linux
Education
Rensselaer Polytechnic Institute 2009 — 2013
B.S., Business Management
New Roads High School 2005 — 2009
Diploma
Recurse Center
Lisa Pak's J.P. Morgan Experience January 2015 - Present
Job Sales and Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan July 2009 - July 2011
JPMorgan Chase June 2008 - August 2008
Marketing Management Analytics (MMA) May 2007 - August 2007
Rensselaer Polytechnic Institute August 2006 - May 2007
Skills
Bloomberg, Equities, Matlab, Microsoft Excel, LaTeX, Economics, Hedge Funds, Stata, Financial Analysis, Equity Derivatives, Financial Modeling
Education
Rensselaer Polytechnic Institute 2005 — 2009
Bachelor's Degree, Mathematics & Economics
J.P. Morgan January 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan July 2009 - July 2011
JPMorgan Chase June 2008 - August 2008
Marketing Management Analytics (MMA) May 2007 - August 2007
Rensselaer Polytechnic Institute August 2006 - May 2007
Skills
Bloomberg, Equities, Matlab, Microsoft Excel, LaTeX, Economics, Hedge Funds, Stata, Financial Analysis, Equity Derivatives, Financial Modeling
Education
Rensselaer Polytechnic Institute 2005 — 2009
Bachelor's Degree, Mathematics & Economics
Jordan Goldman Jordan Goldman's J.P. Morgan Experience May 2011 - August 2011
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Financial Services
Experience
Baker Tilly Virchow Krause, LLP October 2014 - Present
Anchin, Block & Anchin LLP November 2013 - July 2014
Brain & Behavior Research Foundation July 2012 - October 2012
J.P. Morgan May 2011 - August 2011
CAESAR & SMIILOW, LLP, CPA June 2010 - August 2010
UNIVERSITY AT ALBANY STUDENT ASSOCIATION January 2010 - May 2010
CH MARTIN INC December 2008 - January 2009
Skills
Hebrew, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Research, Accounting, Social Media, Outlook, Budgets, Analysis, Data Analysis, Non-profits, Financial Analysis, Customer Service, Finance, Nonprofits, Online Marketing, Market Research
Education
Queen's College 2012 — 2013
Master's degree, Accounting
State University at Albany 2008 — 2012
Bachelor of Science (B.S), Accounting
North Shore 2004 — 2008
Baker Tilly Virchow Krause, LLP October 2014 - Present
Anchin, Block & Anchin LLP November 2013 - July 2014
Brain & Behavior Research Foundation July 2012 - October 2012
J.P. Morgan May 2011 - August 2011
CAESAR & SMIILOW, LLP, CPA June 2010 - August 2010
UNIVERSITY AT ALBANY STUDENT ASSOCIATION January 2010 - May 2010
CH MARTIN INC December 2008 - January 2009
Skills
Hebrew, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Research, Accounting, Social Media, Outlook, Budgets, Analysis, Data Analysis, Non-profits, Financial Analysis, Customer Service, Finance, Nonprofits, Online Marketing, Market Research
Education
Queen's College 2012 — 2013
Master's degree, Accounting
State University at Albany 2008 — 2012
Bachelor of Science (B.S), Accounting
North Shore 2004 — 2008
Jeff Tiani Jeff Tiani's J.P. Morgan Experience 2007 - 2010
Job Associate at GarMark Partners
Industry Venture Capital & Private Equity
Experience
GarMark Partners May 2015 - Present
Headwaters MB July 2012 - April 2015
Bank of America Merrill Lynch May 2011 - July 2012
J.P. Morgan 2007 - 2010
Skills
Financial Modeling, Valuation, Mezzanine, Private Equity, M&A experience, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Capital IQ, Corporate Development, Business Valuation, Equities, Investments, Corporate Finance, Bloomberg, Hedge Funds, Venture Capital, Financial Analysis, Capital Markets
Education
The University of Connecticut 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 4.0/4.0 GPA
Quinnipiac University 2002 — 2006
Bachelor of Arts (B.A.), Communications
GarMark Partners May 2015 - Present
Headwaters MB July 2012 - April 2015
Bank of America Merrill Lynch May 2011 - July 2012
J.P. Morgan 2007 - 2010
Skills
Financial Modeling, Valuation, Mezzanine, Private Equity, M&A experience, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Capital IQ, Corporate Development, Business Valuation, Equities, Investments, Corporate Finance, Bloomberg, Hedge Funds, Venture Capital, Financial Analysis, Capital Markets
Education
The University of Connecticut 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 4.0/4.0 GPA
Quinnipiac University 2002 — 2006
Bachelor of Arts (B.A.), Communications
Christopher Piccoli, CIMA® Christopher Piccoli, CIMA®'s J.P. Morgan Experience October 2014 - Present
Job JP Morgan Associate
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Fred Alger Management May 2011 - September 2014
Barnum Financial Group An Office of MetLife August 2008 - May 2011
North Jersey Country Club 2000 - 2008
Toys R Us 2006 - 2007
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Series 7, Alternative Investments, Sales, Microsoft Excel, Estate Planning
Education
Quinnipiac University 2004 — 2008
Bachelors of Science, International Business
J.P. Morgan October 2014 - Present
Fred Alger Management May 2011 - September 2014
Barnum Financial Group An Office of MetLife August 2008 - May 2011
North Jersey Country Club 2000 - 2008
Toys R Us 2006 - 2007
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Series 7, Alternative Investments, Sales, Microsoft Excel, Estate Planning
Education
Quinnipiac University 2004 — 2008
Bachelors of Science, International Business
Lanny Tejeda Lanny Tejeda's J.P. Morgan Experience December 2011 - Present
Job Fund Accounting Analyst
Industry Accounting
Experience
TPG Capital July 2015 - Present
J.P. Morgan December 2011 - Present
Rothstein Kass October 2008 - December 2011
Skills
Financial Reporting, SEC filings, US GAAP, Auditing, GAAP, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting
Education
Ramapo College of New Jersey 2003 — 2008
Bachelors, Accounting
TPG Capital July 2015 - Present
J.P. Morgan December 2011 - Present
Rothstein Kass October 2008 - December 2011
Skills
Financial Reporting, SEC filings, US GAAP, Auditing, GAAP, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting
Education
Ramapo College of New Jersey 2003 — 2008
Bachelors, Accounting
Jon Hutcheson Jon Hutcheson's J.P. Morgan Experience November 2012 - July 2013
Job
Industry Financial Services
Experience
J.P. Morgan November 2012 - July 2013
Canon USA July 2003 - December 2012
Education
Regis University
Graduate Studies
University of Massachusetts Lowell
Bachelor's degree, Economics
J.P. Morgan November 2012 - July 2013
Canon USA July 2003 - December 2012
Education
Regis University
Graduate Studies
University of Massachusetts Lowell
Bachelor's degree, Economics
Davian Nolan's J.P. Morgan Experience August 2015 - Present
Job Information Technology Intern JP Morgan
Industry Information Technology and Services
Experience
J.P. Morgan August 2015 - Present
Priceline.com June 2015 - July 2015
Quinnipiac University School of Law November 2013 - May 2015
Quinnipiac Polling Institute January 2012 - December 2014
Office of Fin Aid, Quinnipiac University May 2012 - August 2013
Skills
Software Quality..., Business Intelligence, Network Administration, Business Process..., Wireless Networking, Computer Systems..., Systems Development..., Object Oriented Modeling, ERP, Data Warehousing, Network Security, HTML5, Microsoft SQL Server, Network Architecture, Database Administration, Data Modeling, Network Design, ERP Software, PowerPoint, SQL Server Management..., TCP/IP, CSS, PHP, VB.NET, Cryptography, Data Entry, Database Design
Education
Quinnipiac University 2012 — 2016
Bachelor of Science (BS), Computer and Information Sciences, General, 3.6
Hampton high
J.P. Morgan August 2015 - Present
Priceline.com June 2015 - July 2015
Quinnipiac University School of Law November 2013 - May 2015
Quinnipiac Polling Institute January 2012 - December 2014
Office of Fin Aid, Quinnipiac University May 2012 - August 2013
Skills
Software Quality..., Business Intelligence, Network Administration, Business Process..., Wireless Networking, Computer Systems..., Systems Development..., Object Oriented Modeling, ERP, Data Warehousing, Network Security, HTML5, Microsoft SQL Server, Network Architecture, Database Administration, Data Modeling, Network Design, ERP Software, PowerPoint, SQL Server Management..., TCP/IP, CSS, PHP, VB.NET, Cryptography, Data Entry, Database Design
Education
Quinnipiac University 2012 — 2016
Bachelor of Science (BS), Computer and Information Sciences, General, 3.6
Hampton high
Charlie Vaughters Charlie Vaughters's J.P. Morgan Experience March 2011 - March 2013
Job Senior Commercial Banking Relationship Manager
Industry Banking
Experience
First Tennessee Bank January 2015 - Present
BB&T Capital Markets April 2013 - September 2014
J.P. Morgan March 2011 - March 2013
Barclays Capital October 2009 - March 2011
Scotia Capital September 2007 - October 2009
Skills
Credit Analysis, Portfolio Management, Bloomberg, Financial Structuring, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Leveraged Finance, Commercial Banking, Asset Managment, Loans, Syndications, Alternative Investments, Finance, Financial Modeling, Investment Banking, Strategy, Asset Management, Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
University of Virginia Darden School of Business 2005 — 2007
MBA, Business Administration
Rice University 1999 — 2003
B.A., Economics and Spanish
Woodberry Forest School 1995 — 1999
First Tennessee Bank January 2015 - Present
BB&T Capital Markets April 2013 - September 2014
J.P. Morgan March 2011 - March 2013
Barclays Capital October 2009 - March 2011
Scotia Capital September 2007 - October 2009
Skills
Credit Analysis, Portfolio Management, Bloomberg, Financial Structuring, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Leveraged Finance, Commercial Banking, Asset Managment, Loans, Syndications, Alternative Investments, Finance, Financial Modeling, Investment Banking, Strategy, Asset Management, Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
University of Virginia Darden School of Business 2005 — 2007
MBA, Business Administration
Rice University 1999 — 2003
B.A., Economics and Spanish
Woodberry Forest School 1995 — 1999
Evan Maridou's J.P. Morgan Experience May 2008 - April 2010
Job Operations at Tuft & Needle
Industry Retail
Experience
Tuft & Needle September 2014 - Present
Bonobos April 2014 - September 2014
Bonobos April 2013 - April 2014
Bonobos January 2012 - April 2013
Equinox May 2011 - January 2012
ideeli April 2010 - May 2011
J.P. Morgan May 2008 - April 2010
Johnson & Johnson May 2006 - April 2008
St. Paul Travelers Insurance June 2005 - September 2005
Skills
Project Management, Business Analysis, SQL, Data Warehousing, Excel, Agile Methodologies, Microsoft Excel, MySQL, E-commerce, Analytics, CRM, Vendor Management, Start-ups, Management, Product Management, Marketing
Education
Rensselaer Polytechnic Institute 2003 — 2006
B.S., Dual Major: Management and STS (Science, Technology and Society)
Tuft & Needle September 2014 - Present
Bonobos April 2014 - September 2014
Bonobos April 2013 - April 2014
Bonobos January 2012 - April 2013
Equinox May 2011 - January 2012
ideeli April 2010 - May 2011
J.P. Morgan May 2008 - April 2010
Johnson & Johnson May 2006 - April 2008
St. Paul Travelers Insurance June 2005 - September 2005
Skills
Project Management, Business Analysis, SQL, Data Warehousing, Excel, Agile Methodologies, Microsoft Excel, MySQL, E-commerce, Analytics, CRM, Vendor Management, Start-ups, Management, Product Management, Marketing
Education
Rensselaer Polytechnic Institute 2003 — 2006
B.S., Dual Major: Management and STS (Science, Technology and Society)
Angie Beiderbecke Angie Beiderbecke's J.P. Morgan Experience September 2012 - April 2014
Job Mortgage Consultant at Colorado State Bank and Trust
Industry Financial Services
Experience
Colorado State Bank and Trust April 2014 - Present
J.P. Morgan September 2012 - April 2014
Colorado Professionals Mortgage January 2007 - September 2012
Wells Fargo Home Mortgage August 1998 - January 2007
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Financial Analysis, Refinance, Finance, FHA, Financial Services
Education
Red Rocks Community College
Real Estate Business
Colorado State Bank and Trust April 2014 - Present
J.P. Morgan September 2012 - April 2014
Colorado Professionals Mortgage January 2007 - September 2012
Wells Fargo Home Mortgage August 1998 - January 2007
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Financial Analysis, Refinance, Finance, FHA, Financial Services
Education
Red Rocks Community College
Real Estate Business
LaVonne Whelchel's J.P. Morgan Experience 1992 - 1997
Job Retired at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank March 2001 - April 2014
Wells Fargo June 1997 - March 2001
J.P. Morgan 1992 - 1997
Skills
Treasury Management, Cross Selling, Middle Market, Portfolio Management, Risk Management, Treasury Services, Credit Analysis, Financial Services, Loans, Relationship Management, Finance, Business Development, Commercial Lending, Retail Banking, Credit Cards, Debit Cards, Sales Management, Payments, Banking
Education
Regis University 1990 — 1995
Bachelor's degree, Accounting and Finance
Wells Fargo April 2014 - Present
Wells Fargo Bank March 2001 - April 2014
Wells Fargo June 1997 - March 2001
J.P. Morgan 1992 - 1997
Skills
Treasury Management, Cross Selling, Middle Market, Portfolio Management, Risk Management, Treasury Services, Credit Analysis, Financial Services, Loans, Relationship Management, Finance, Business Development, Commercial Lending, Retail Banking, Credit Cards, Debit Cards, Sales Management, Payments, Banking
Education
Regis University 1990 — 1995
Bachelor's degree, Accounting and Finance
Aniruddha Sen Aniruddha Sen's J.P. Morgan Experience June 2012 - August 2012
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2013 - Present
Wisga November 2010 - Present
Choice Tutoring March 2013 - June 2013
J.P. Morgan June 2012 - August 2012
Chevron May 2011 - August 2011
Skills
High Performance..., Microsoft Office, Matlab, Microsoft Excel, PowerPoint, Java, Microsoft Word, Research, Data Analysis, C++, C, Project Management, HTML, Public Speaking
Education
Rice University 2009 — 2013
Bachelor of Science (BS) and Bachelor of Arts (BA), Electrical Engineering and Economics
BMO Capital Markets July 2013 - Present
Wisga November 2010 - Present
Choice Tutoring March 2013 - June 2013
J.P. Morgan June 2012 - August 2012
Chevron May 2011 - August 2011
Skills
High Performance..., Microsoft Office, Matlab, Microsoft Excel, PowerPoint, Java, Microsoft Word, Research, Data Analysis, C++, C, Project Management, HTML, Public Speaking
Education
Rice University 2009 — 2013
Bachelor of Science (BS) and Bachelor of Arts (BA), Electrical Engineering and Economics
Ammad Chaudhry Ammad Chaudhry's J.P. Morgan Experience December 2012 - May 2013
Job J P morgan chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
J.P. Morgan December 2012 - May 2013
JP Morgan Chase December 2010 - December 2012
Morgan Stanley Smith Barney October 2008 - December 2010
Citi Group September 2004 - October 2008
Skills
Active Directory, Servers, Troubleshooting, ITIL, Technical Support, Unix, Software Installation, Vendor Management, Portfolio Management, Management, SDLC, Business Analysis, Asset Managment, Disaster Recovery, IT Management, Financial Services, Service Delivery, Incident Management, Information Technology, Equities, Change Management, System Administration, SQL, IT Operations
Education
Ramapo College of NJ 1993 — 1997
MIS, Information Technology
Sir Syed University of Engineering and Technology 1990 — 1992
12
JPMorgan Chase June 2013 - Present
J.P. Morgan December 2012 - May 2013
JP Morgan Chase December 2010 - December 2012
Morgan Stanley Smith Barney October 2008 - December 2010
Citi Group September 2004 - October 2008
Skills
Active Directory, Servers, Troubleshooting, ITIL, Technical Support, Unix, Software Installation, Vendor Management, Portfolio Management, Management, SDLC, Business Analysis, Asset Managment, Disaster Recovery, IT Management, Financial Services, Service Delivery, Incident Management, Information Technology, Equities, Change Management, System Administration, SQL, IT Operations
Education
Ramapo College of NJ 1993 — 1997
MIS, Information Technology
Sir Syed University of Engineering and Technology 1990 — 1992
12
Melissa Hamed Melissa Hamed's J.P. Morgan Experience September 2004 - July 2009
Job Data/Research/Trainer
Industry Research
Experience
Teleperformance November 2013 - September 2014
Mound St Market September 2011 - November 2013
Nations Valuation Services August 2010 - January 2011
J.P. Morgan September 2004 - July 2009
Chase Home Finance January 2000 - January 2004
Skills
Customer Service, Databases, Microsoft Excel, Access, Requirements Analysis, Management, Vendor Management, SDLC, Loans, Risk Management, Microsoft Office, Banking, Visio, Recruiting, Team Leadership, Business Analysis, Mortgage Lending, Credit, CRM, Team Building, Training, Project Management, Marketing, Business Development, Process Improvement
Education
Radford University 1995 — 1997
BA, Marketing
Teleperformance November 2013 - September 2014
Mound St Market September 2011 - November 2013
Nations Valuation Services August 2010 - January 2011
J.P. Morgan September 2004 - July 2009
Chase Home Finance January 2000 - January 2004
Skills
Customer Service, Databases, Microsoft Excel, Access, Requirements Analysis, Management, Vendor Management, SDLC, Loans, Risk Management, Microsoft Office, Banking, Visio, Recruiting, Team Leadership, Business Analysis, Mortgage Lending, Credit, CRM, Team Building, Training, Project Management, Marketing, Business Development, Process Improvement
Education
Radford University 1995 — 1997
BA, Marketing
Yelena Poretskaya Yelena Poretskaya's J.P. Morgan Experience September 2014 - Present
Job Client OnBoarding Officer at J.P. Morgan Securities
Industry Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan March 2013 - August 2014
Nordea November 2012 - February 2013
HSBC Bank USA, N.A. December 2010 - October 2012
HSBC Bank USA, N.A. April 2008 - December 2010
HSBC Bank USA, N.A. September 2006 - April 2008
UBS Global Asset Management October 2004 - September 2006
Mutual Fund March 2001 - September 2004
Morgan Stanley September 1999 - March 2001
Morgan Stanley February 1999 - September 1999
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Due Diligence, Financial Services, Fund Of Funds, KYC, Financial Reporting, Bloomberg, Fixed Income, Financial Analysis, Fund Administration, Accounting, Credit Analysis, Alternative Investments, Back Office, Securities, Middle Office, Financial Statements, Financial Risk, Equities, Portfolio Management, Account Reconciliation, Derivatives, Asset Management, Banking, AML, Risk Management, Compliance, Onboarding, Valuation, Credit Risk, Credit, Auditing, Internal Audit, Cash Management, Investment Banking, Anti Money Laundering
Education
Queens College, City University of New York 1994 — 1999
Bachelor of Arts, Accounting and Information Systems
Queens College 1994 — 1998
BA, Accounting & Info Systems
J.P. Morgan September 2014 - Present
J.P. Morgan March 2013 - August 2014
Nordea November 2012 - February 2013
HSBC Bank USA, N.A. December 2010 - October 2012
HSBC Bank USA, N.A. April 2008 - December 2010
HSBC Bank USA, N.A. September 2006 - April 2008
UBS Global Asset Management October 2004 - September 2006
Mutual Fund March 2001 - September 2004
Morgan Stanley September 1999 - March 2001
Morgan Stanley February 1999 - September 1999
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Due Diligence, Financial Services, Fund Of Funds, KYC, Financial Reporting, Bloomberg, Fixed Income, Financial Analysis, Fund Administration, Accounting, Credit Analysis, Alternative Investments, Back Office, Securities, Middle Office, Financial Statements, Financial Risk, Equities, Portfolio Management, Account Reconciliation, Derivatives, Asset Management, Banking, AML, Risk Management, Compliance, Onboarding, Valuation, Credit Risk, Credit, Auditing, Internal Audit, Cash Management, Investment Banking, Anti Money Laundering
Education
Queens College, City University of New York 1994 — 1999
Bachelor of Arts, Accounting and Information Systems
Queens College 1994 — 1998
BA, Accounting & Info Systems
Junaid Farooq Junaid Farooq's J.P. Morgan Experience October 1998 - December 1998
Job Project Manager at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2011 - Present
Deutsche Bank July 2008 - August 2011
Sumaira Holdings, LLC October 2003 - July 2008
Lehman Brothers July 2003 - October 2003
Credit Agricole June 2002 - June 2003
Lehman Brothers September 2001 - March 2002
Bear Stearn & Co March 2001 - September 2001
Deutsche Bank December 1998 - March 2001
J.P. Morgan October 1998 - December 1998
Goldman Sachs April 1998 - October 1998
Skills
Fixed Income, Investment Banking, Derivatives, Middle Office, Equities, Credit Derivatives, Capital Markets, Business Analysis, Software Project..., Interest Rate..., Banking, Requirements Analysis, Risk Management, Vendor Management, Bloomberg, Financial Markets, Project Management, Project Delivery, Business Process..., Change Management, Data Analysis, Business Relationship..., MS Project, Visio, DTCC, Analysis, Process Improvement
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Queensborough Community College
Associate of Arts and Sciences (AAS), Computer Science and Economics
Deutsche Bank August 2011 - Present
Deutsche Bank July 2008 - August 2011
Sumaira Holdings, LLC October 2003 - July 2008
Lehman Brothers July 2003 - October 2003
Credit Agricole June 2002 - June 2003
Lehman Brothers September 2001 - March 2002
Bear Stearn & Co March 2001 - September 2001
Deutsche Bank December 1998 - March 2001
J.P. Morgan October 1998 - December 1998
Goldman Sachs April 1998 - October 1998
Skills
Fixed Income, Investment Banking, Derivatives, Middle Office, Equities, Credit Derivatives, Capital Markets, Business Analysis, Software Project..., Interest Rate..., Banking, Requirements Analysis, Risk Management, Vendor Management, Bloomberg, Financial Markets, Project Management, Project Delivery, Business Process..., Change Management, Data Analysis, Business Relationship..., MS Project, Visio, DTCC, Analysis, Process Improvement
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Queensborough Community College
Associate of Arts and Sciences (AAS), Computer Science and Economics
S. James Mazarakis's J.P. Morgan Experience September 1995 - December 2002
Job EVP & CIO at Wilmington Savings FS Bank
Industry Financial Services
Experience
WSFS Bank February 2010 - Present
TechVizion January 2009 - March 2010
T. Rowe Price July 2005 - December 2008
Capital One Financial December 2002 - July 2005
J.P. Morgan September 1995 - December 2002
Goldman Sachs & CO. September 1983 - September 1995
Skills
Innovative Problem..., Strategic Thinker, Retail Banking, Investment Management, Vendor Management, Portfolio Management, Financial Services, Asset Managment, Business Analysis, Banking, SDLC, IT Strategy, Program Management, IT Management, Strategy, Strategic Thinking, Asset Management, Outsourcing, Technology Leadership, Change Management, Business Continuity, Private Banking, Enterprise Architecture, Consulting, Management, Executive Management, Leadership, Disaster Recovery, Competitive Analysis, Senior Executive..., Analytics, Business Process, Risk Management, Information Technology, PMP, Integration, Strategic Planning, Process Improvement, Project Management, Business Intelligence, Loans, Equities, PMO, Governance, Analysis, Business Process..., Project Planning, Mergers & Acquisitions, CRM
Education
Rensselaer Polytechnic Institute 1975 — 1979
BS
NYU Polytechnic 1994 — 1996
MS
WSFS Bank February 2010 - Present
TechVizion January 2009 - March 2010
T. Rowe Price July 2005 - December 2008
Capital One Financial December 2002 - July 2005
J.P. Morgan September 1995 - December 2002
Goldman Sachs & CO. September 1983 - September 1995
Skills
Innovative Problem..., Strategic Thinker, Retail Banking, Investment Management, Vendor Management, Portfolio Management, Financial Services, Asset Managment, Business Analysis, Banking, SDLC, IT Strategy, Program Management, IT Management, Strategy, Strategic Thinking, Asset Management, Outsourcing, Technology Leadership, Change Management, Business Continuity, Private Banking, Enterprise Architecture, Consulting, Management, Executive Management, Leadership, Disaster Recovery, Competitive Analysis, Senior Executive..., Analytics, Business Process, Risk Management, Information Technology, PMP, Integration, Strategic Planning, Process Improvement, Project Management, Business Intelligence, Loans, Equities, PMO, Governance, Analysis, Business Process..., Project Planning, Mergers & Acquisitions, CRM
Education
Rensselaer Polytechnic Institute 1975 — 1979
BS
NYU Polytechnic 1994 — 1996
MS
Amanda Jeffers Townsley's J.P. Morgan Experience May 2013 - June 2014
Job Trading Strategy & Analytics
Industry Oil & Energy
Experience
Enerlytics Partners October 2014 - Present
J.P. Morgan May 2013 - June 2014
Koch Supply & Trading June 2009 - May 2013
Koch Supply & Trading September 2007 - June 2009
Koch Supply & Trading June 2006 - September 2007
Koch Supply & Trading November 2005 - June 2006
Mellon Capital Management 2004 - 2005
Shell Trading June 2003 - September 2003
Shell Trading December 1998 - July 2002
Skills
Trading, Quantitative Analytics, Commodity, Trading Strategies, Commodity Markets, Analytics, Hedging, Derivatives, Options, Financial Modeling, Valuation, Risk Management, Energy, Bloomberg, Energy Markets, Natural Gas
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Rice University 1995 — 1998
BA, English, Economic, Managerial Std
Enerlytics Partners October 2014 - Present
J.P. Morgan May 2013 - June 2014
Koch Supply & Trading June 2009 - May 2013
Koch Supply & Trading September 2007 - June 2009
Koch Supply & Trading June 2006 - September 2007
Koch Supply & Trading November 2005 - June 2006
Mellon Capital Management 2004 - 2005
Shell Trading June 2003 - September 2003
Shell Trading December 1998 - July 2002
Skills
Trading, Quantitative Analytics, Commodity, Trading Strategies, Commodity Markets, Analytics, Hedging, Derivatives, Options, Financial Modeling, Valuation, Risk Management, Energy, Bloomberg, Energy Markets, Natural Gas
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Rice University 1995 — 1998
BA, English, Economic, Managerial Std
Michael Genadri's J.P. Morgan Experience July 2013 - Present
Job Risk Management at Millennium
Industry Investment Management
Experience
Millennium Management February 2015 - Present
J.P. Morgan July 2013 - Present
Morgan Stanley June 2009 - July 2013
Deutsche Bank July 2007 - June 2009
IBM August 2006 - July 2007
IBM July 2002 - August 2006
IBM June 2001 - December 2001
Skills
Qlikview, Business Intelligence, Financial Reporting, Cognos, Budget Preparation, Software Development, Change Management, Big Data, QlikView, Budgets, Project Planning, Financial Analysis, CRM, Strategy, Management, Finance, Leadership, Enterprise Software, Databases, Access, Financial Services, Business Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Rensselaer Polytechnic Institute 2004 — 2006
MS, Management
Union College 1998 — 2002
BS, Computer Systems Engineering
Millennium Management February 2015 - Present
J.P. Morgan July 2013 - Present
Morgan Stanley June 2009 - July 2013
Deutsche Bank July 2007 - June 2009
IBM August 2006 - July 2007
IBM July 2002 - August 2006
IBM June 2001 - December 2001
Skills
Qlikview, Business Intelligence, Financial Reporting, Cognos, Budget Preparation, Software Development, Change Management, Big Data, QlikView, Budgets, Project Planning, Financial Analysis, CRM, Strategy, Management, Finance, Leadership, Enterprise Software, Databases, Access, Financial Services, Business Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Rensselaer Polytechnic Institute 2004 — 2006
MS, Management
Union College 1998 — 2002
BS, Computer Systems Engineering
Andy Mullen's J.P. Morgan Experience July 2010 - December 2014
Job Commercial Underwriter at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
J.P. Morgan July 2010 - December 2014
Banco Popular North America January 2010 - June 2010
KPMG July 2009 - January 2010
MidFirst Bank June 2006 - July 2009
TCF Bank October 2005 - June 2006
Skills
Credit Risk, Credit Analysis, Underwriting, Financial Modeling, Consulting, Non-profit Finance
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance & International Business
Western Illinois University 2001 — 2005
BBA, Finance
Bank of the West December 2014 - Present
J.P. Morgan July 2010 - December 2014
Banco Popular North America January 2010 - June 2010
KPMG July 2009 - January 2010
MidFirst Bank June 2006 - July 2009
TCF Bank October 2005 - June 2006
Skills
Credit Risk, Credit Analysis, Underwriting, Financial Modeling, Consulting, Non-profit Finance
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance & International Business
Western Illinois University 2001 — 2005
BBA, Finance
Napolitano, Gregory's J.P. Morgan Experience July 2010 - February 2012
Job ServiceTown Market Manager at Angie's List
Industry Marketing and Advertising
Experience
Angie's List April 2014 - Present
Angie's List May 2012 - April 2014
Citi October 2011 - May 2012
J.P. Morgan July 2010 - February 2012
Chase Bank July 2009 - August 2010
Chase October 2005 - July 2009
Kumon September 2004 - August 2005
Orchard Supply Hardware January 2001 - January 2002
Skills
Sales, Training, Business Development, Customer Satisfaction, Sales Management, Relationship Management, Building Relationships, Customer Retention, Advertising, Sales Prospecting, Negotiation, Business Planning, CRM Databases, E-commerce, SEO, Marketing, Social Media, Relationship Building, Management, Salesforce.com, Customer Service
Education
Quinnipiac University 2000 — 2004
Bachelor of the Arts, English
Cushing Academy - College Preparatoy 1996 — 2000
High School Diploma
Angie's List April 2014 - Present
Angie's List May 2012 - April 2014
Citi October 2011 - May 2012
J.P. Morgan July 2010 - February 2012
Chase Bank July 2009 - August 2010
Chase October 2005 - July 2009
Kumon September 2004 - August 2005
Orchard Supply Hardware January 2001 - January 2002
Skills
Sales, Training, Business Development, Customer Satisfaction, Sales Management, Relationship Management, Building Relationships, Customer Retention, Advertising, Sales Prospecting, Negotiation, Business Planning, CRM Databases, E-commerce, SEO, Marketing, Social Media, Relationship Building, Management, Salesforce.com, Customer Service
Education
Quinnipiac University 2000 — 2004
Bachelor of the Arts, English
Cushing Academy - College Preparatoy 1996 — 2000
High School Diploma
Frank Kettles's J.P. Morgan Experience 1998 - 1999
Job Solution Architect, North American Cloud and Hosting at CSC
Industry Computer Networking
Experience
CSC September 2012 - Present
CSC July 2011 - September 2012
CSC May 2008 - July 2011
Computer Science Corporation 2005 - May 2008
J.P. Morgan 1998 - 1999
Skills
Network Design, Security, Cloud Computing, IT Operations, IT Service Management, Data Center, Managed Services, Disaster Recovery, ITIL, Servers, Cisco Technologies, IT Outsourcing, Service Management, Integration, Networking, Architecture, Virtualization, Firewalls, Enterprise Architecture, CISSP, Leadership, Network Security, VMware, Network Architecture, IT Strategy, IT Management
Education
Stevens Institute of Technology 1991 — 1995
MS, Telecommunication Management
Rensselaer Polytechnic Institute 1983 — 1986
BS, Management, minor in Economics
CSC September 2012 - Present
CSC July 2011 - September 2012
CSC May 2008 - July 2011
Computer Science Corporation 2005 - May 2008
J.P. Morgan 1998 - 1999
Skills
Network Design, Security, Cloud Computing, IT Operations, IT Service Management, Data Center, Managed Services, Disaster Recovery, ITIL, Servers, Cisco Technologies, IT Outsourcing, Service Management, Integration, Networking, Architecture, Virtualization, Firewalls, Enterprise Architecture, CISSP, Leadership, Network Security, VMware, Network Architecture, IT Strategy, IT Management
Education
Stevens Institute of Technology 1991 — 1995
MS, Telecommunication Management
Rensselaer Polytechnic Institute 1983 — 1986
BS, Management, minor in Economics
Donald Doraski's J.P. Morgan Experience September 2011 - Present
Job Vice President, Business Development at JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
JPMorgan Asset Management January 2006 - August 2012
Marsh & McClennan January 2003 - December 2005
General Electric Power Systems January 2000 - December 2002
Skills
Asset Managment, Process Improvement, Program Management, Financial Analysis, Six Sigma, Mutual Funds, Insurance, Separately Managed..., Unified Managed Accounts, Asset Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2000 — 2004
Masters, Business
Rensselaer Polytechnic Institute 1995 — 1999
BA, Mechanical Engineering
J.P. Morgan September 2011 - Present
JPMorgan Asset Management January 2006 - August 2012
Marsh & McClennan January 2003 - December 2005
General Electric Power Systems January 2000 - December 2002
Skills
Asset Managment, Process Improvement, Program Management, Financial Analysis, Six Sigma, Mutual Funds, Insurance, Separately Managed..., Unified Managed Accounts, Asset Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2000 — 2004
Masters, Business
Rensselaer Polytechnic Institute 1995 — 1999
BA, Mechanical Engineering
Monish Shah's J.P. Morgan Experience June 2012 - February 2014
Job Associate at GIC Special Investments
Industry Venture Capital & Private Equity
Experience
GIC Special Investments March 2014 - Present
J.P. Morgan June 2012 - February 2014
Macquarie Infrastructure and Real Assets June 2011 - August 2011
Prime Minister's Office, Singapore June 2010 - July 2010
IE Business School June 2009 - July 2009
Education
Yale University 2008 — 2012
BA, Economics
Raffles Junior College 2004 — 2005
GCE A Level
Raffles Institution 2000 — 2003
GCE O Level
GIC Special Investments March 2014 - Present
J.P. Morgan June 2012 - February 2014
Macquarie Infrastructure and Real Assets June 2011 - August 2011
Prime Minister's Office, Singapore June 2010 - July 2010
IE Business School June 2009 - July 2009
Education
Yale University 2008 — 2012
BA, Economics
Raffles Junior College 2004 — 2005
GCE A Level
Raffles Institution 2000 — 2003
GCE O Level
Kimberly Reina's J.P. Morgan Experience May 2012 - Present
Job Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
C&A Consulting LLC May 2009 - April 2012
BlueMountain Capital Management June 2005 - September 2008
Commerzbank Capital Markets Corporation 2000 - 2005
Education
Quinnipiac University 1998 — 2002
BA, Mathematics
J.P. Morgan May 2012 - Present
C&A Consulting LLC May 2009 - April 2012
BlueMountain Capital Management June 2005 - September 2008
Commerzbank Capital Markets Corporation 2000 - 2005
Education
Quinnipiac University 1998 — 2002
BA, Mathematics
Richard Napolitano's J.P. Morgan Experience June 2013 - Present
Job Executive Director Capital Advisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2013 - Present
Barclays Wealth and Investment Management February 2013 - June 2013
Barclays April 2010 - February 2013
UBS May 2005 - April 2010
Safeco May 2002 - April 2005
Merrill Lynch May 2000 - April 2002
Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities
Education
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Quinnipiac University 1996 — 2000
Bachelor's Degree, Economics
J.P. Morgan June 2013 - Present
Barclays Wealth and Investment Management February 2013 - June 2013
Barclays April 2010 - February 2013
UBS May 2005 - April 2010
Safeco May 2002 - April 2005
Merrill Lynch May 2000 - April 2002
Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities
Education
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Quinnipiac University 1996 — 2000
Bachelor's Degree, Economics
Monica Sciackitano's J.P. Morgan Experience 2008 - Present
Job Vice President
Industry Banking
Experience
J.P. Morgan 2008 - Present
J.P. Morgan 2002 - 2008
Skills
Credit, Treasury Management, Banking, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2003
MBA, Marketing
J.P. Morgan 2008 - Present
J.P. Morgan 2002 - 2008
Skills
Credit, Treasury Management, Banking, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2003
MBA, Marketing
Andrew Paine, CFA's J.P. Morgan Experience August 2014 - Present
Job Associate at J.P. Morgan
Industry Oil & Energy
Experience
J.P. Morgan August 2014 - Present
Castleton Commodities International April 2013 - July 2014
Morgan Stanley August 2011 - March 2013
Sentinel Trust Company April 2008 - August 2011
Skills
Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Private Equity, Venture Capital, Emerging Markets, Equities, Bloomberg, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investment Banking, Asset Management, Investments
Education
Rice University 2004 — 2007
Bachelor of Arts, Mathematics
J.P. Morgan August 2014 - Present
Castleton Commodities International April 2013 - July 2014
Morgan Stanley August 2011 - March 2013
Sentinel Trust Company April 2008 - August 2011
Skills
Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Private Equity, Venture Capital, Emerging Markets, Equities, Bloomberg, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investment Banking, Asset Management, Investments
Education
Rice University 2004 — 2007
Bachelor of Arts, Mathematics
Burak Gurbuz's J.P. Morgan Experience May 2012 - Present
Job JPMorgan
Industry Computer Software
Experience
J.P. Morgan May 2012 - Present
Morgan Stanley December 2009 - May 2012
hakia September 2007 - December 2009
Goldman Sachs July 2004 - August 2008
Brooks Brothers June 2000 - July 2004
Education
Rensselaer Polytechnic Institute 2002 — 2004
MS, MIS
Rutgers University-New Brunswick 1996 — 2000
BS, Computer Science
J.P. Morgan May 2012 - Present
Morgan Stanley December 2009 - May 2012
hakia September 2007 - December 2009
Goldman Sachs July 2004 - August 2008
Brooks Brothers June 2000 - July 2004
Education
Rensselaer Polytechnic Institute 2002 — 2004
MS, MIS
Rutgers University-New Brunswick 1996 — 2000
BS, Computer Science
John Govic's J.P. Morgan Experience June 2014 - Present
Job Compliance Surveillance Manager Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
UBS Financial Services Inc. April 2006 - June 2014
MAXIM GROUP LLC May 2004 - April 2006
Morgan Stanley November 2003 - March 2004
Spectrum Capital Partners May 2002 - September 2003
SCHONFELD SECURITIES LLC January 1996 - March 2002
Skills
FINRA, Investment Advisory, Banking, Electronic Trading, Trading Systems, Financial Services, Operational Risk, Derivatives, Uniform Combined State..., Bloomberg, Financial Markets, KYC, Due Diligence, Bonds, Financial Analysis, Finance, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 53, Series 55, Series 63, Series 65, NJ Life Insurance..., NJ Health Insurance...
Education
Ramapo College of New Jersey
Bachelor of Arts, Economics
J.P. Morgan June 2014 - Present
UBS Financial Services Inc. April 2006 - June 2014
MAXIM GROUP LLC May 2004 - April 2006
Morgan Stanley November 2003 - March 2004
Spectrum Capital Partners May 2002 - September 2003
SCHONFELD SECURITIES LLC January 1996 - March 2002
Skills
FINRA, Investment Advisory, Banking, Electronic Trading, Trading Systems, Financial Services, Operational Risk, Derivatives, Uniform Combined State..., Bloomberg, Financial Markets, KYC, Due Diligence, Bonds, Financial Analysis, Finance, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 53, Series 55, Series 63, Series 65, NJ Life Insurance..., NJ Health Insurance...
Education
Ramapo College of New Jersey
Bachelor of Arts, Economics
Robert Dolle's J.P. Morgan Experience June 2011 - September 2014
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2015 - Present
Citi October 2014 - February 2015
J.P. Morgan June 2011 - September 2014
The Salvation Army May 2009 - June 2011
Merrill Lynch February 2007 - November 2008
Skills
Talent Acquisition, Leadership, Investments, Management, Employee Relations, Contract Negotiation, Business Development, Finance, Customer Service, Forecasting, Financial Services, Training, Budgets, Financial Analysis, Performance Management, Microsoft Excel, Sales, Microsoft Word, Time Management, PowerPoint, Outlook, Microsoft Office, Strategic Planning, Strategic Financial..., Banking, Retirement Planning, Credit, Asset Management, Loans, Strategic Partnerships, Portfolio Management, Mutual Funds, Analysis, Wealth Management, Equities, Retirement, Financial Planning, Relationship Management
Education
Queens College 2006 — 2008
BA, Economics/Finance/Accounting
Holy Spirit at Geist
VS South
Bachelor of Arts (BA) - Economics
UBS Financial Services, Inc. February 2015 - Present
Citi October 2014 - February 2015
J.P. Morgan June 2011 - September 2014
The Salvation Army May 2009 - June 2011
Merrill Lynch February 2007 - November 2008
Skills
Talent Acquisition, Leadership, Investments, Management, Employee Relations, Contract Negotiation, Business Development, Finance, Customer Service, Forecasting, Financial Services, Training, Budgets, Financial Analysis, Performance Management, Microsoft Excel, Sales, Microsoft Word, Time Management, PowerPoint, Outlook, Microsoft Office, Strategic Planning, Strategic Financial..., Banking, Retirement Planning, Credit, Asset Management, Loans, Strategic Partnerships, Portfolio Management, Mutual Funds, Analysis, Wealth Management, Equities, Retirement, Financial Planning, Relationship Management
Education
Queens College 2006 — 2008
BA, Economics/Finance/Accounting
Holy Spirit at Geist
VS South
Bachelor of Arts (BA) - Economics
Kathy Hu's J.P. Morgan Experience October 2013 - Present
Job Executive Director Private Bank at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2013 - Present
Queens College Board of Trustee 2010 - Present
JPMorgan Chase February 2012 - October 2013
JPMorgan April 2004 - February 2012
JPMorgan Chase 2001 - 2004
Salomon Smith Barney February 2001 - June 2001
Skills
Investment Banking, Strategy, Investor Relations, Credit, Private Banking, Strategic Planning, Capital Markets, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Private Equity, Corporate Finance, Finance, Investments, Asset Management, Restructuring, Risk Management, Public Relations, Financial Reporting, Financial Analysis, Credit Analysis
Education
City University of New York-Queens College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Valley Leadership
J.P. Morgan October 2013 - Present
Queens College Board of Trustee 2010 - Present
JPMorgan Chase February 2012 - October 2013
JPMorgan April 2004 - February 2012
JPMorgan Chase 2001 - 2004
Salomon Smith Barney February 2001 - June 2001
Skills
Investment Banking, Strategy, Investor Relations, Credit, Private Banking, Strategic Planning, Capital Markets, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Private Equity, Corporate Finance, Finance, Investments, Asset Management, Restructuring, Risk Management, Public Relations, Financial Reporting, Financial Analysis, Credit Analysis
Education
City University of New York-Queens College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Valley Leadership
Kerwin Williams's J.P. Morgan Experience February 2011 - Present
Job Banking Professional
Industry Banking
Experience
J.P. Morgan February 2011 - Present
JPMorgan Chase February 2011 - June 2011
Education
Regis University 2002 — 2005
MBA, Business Administration
J.P. Morgan February 2011 - Present
JPMorgan Chase February 2011 - June 2011
Education
Regis University 2002 — 2005
MBA, Business Administration
Judi Vining's J.P. Morgan Experience 2009 - Present
Job Vice President, Operations Control Management, Alternative Investment Services
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
J.P. Morgan 2009 - 2015
Fidelity Investments December 2007 - November 2008
JPMorgan Chase 2002 - 2005
The Boston Company 1991 - 1997
Education
Quinnipiac University 2005 — 2007
J.P. Morgan 2009 - Present
J.P. Morgan 2009 - 2015
Fidelity Investments December 2007 - November 2008
JPMorgan Chase 2002 - 2005
The Boston Company 1991 - 1997
Education
Quinnipiac University 2005 — 2007
Peter Ciaccio's J.P. Morgan Experience May 2013 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Barclays September 2008 - May 2013
Lehman Brothers February 1998 - September 2008
CIBC World Markets 1995 - 1998
Salomon Brothers 1993 - 1995
Investment Support Systems 1989 - 1993
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Investment Banking, Fixed Income, Market Data, Quantitative Analytics, Equity Derivatives, Trading, Options, Sybase, Capital Markets, Prime Brokerage, Financial Markets, Program Management, Middle Office, Risk Management, FX Options, Portfolio Management, Low Latency, Automated Trading, Back Office, Program Trading, TCA, People-oriented, Microsoft Excel, Algorithm Analysis
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science (BS), Computer Science
J.P. Morgan May 2013 - Present
Barclays September 2008 - May 2013
Lehman Brothers February 1998 - September 2008
CIBC World Markets 1995 - 1998
Salomon Brothers 1993 - 1995
Investment Support Systems 1989 - 1993
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Investment Banking, Fixed Income, Market Data, Quantitative Analytics, Equity Derivatives, Trading, Options, Sybase, Capital Markets, Prime Brokerage, Financial Markets, Program Management, Middle Office, Risk Management, FX Options, Portfolio Management, Low Latency, Automated Trading, Back Office, Program Trading, TCA, People-oriented, Microsoft Excel, Algorithm Analysis
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science (BS), Computer Science
Chet Zhang's J.P. Morgan Experience January 2004 - February 2005
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2011 - Present
JPMorgan April 2007 - November 2011
JPMorgan February 2005 - April 2007
J.P. Morgan January 2004 - February 2005
Skills
Credit Derivatives, Valuation, Portfolio Management, Business Analysis, Fixed Income, Investments, Financial Risk
Education
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management, Computer Science, Economics
JPMorgan Chase October 2011 - Present
JPMorgan April 2007 - November 2011
JPMorgan February 2005 - April 2007
J.P. Morgan January 2004 - February 2005
Skills
Credit Derivatives, Valuation, Portfolio Management, Business Analysis, Fixed Income, Investments, Financial Risk
Education
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management, Computer Science, Economics
John Giannetti's J.P. Morgan Experience March 2013 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
Wells Fargo November 2012 - March 2013
Bank of America May 2010 - July 2012
Deutsche Bank December 2009 - May 2010
AllianceBernstein May 2007 - December 2009
Independent software consultant February 2005 - May 2007
SharpHat, Inc. October 2001 - January 2005
BlueFlame, Inc October 1992 - October 2001
PCSI October 1992 - October 1999
St. John's University January 1990 - October 1992
Skills
Web Services, C#, Microsoft SQL Server, Oracle, .NET, SDLC, WCF, XML, Integration, Databases, ASP.NET, WPF, SOA, Sybase, AJAX, JavaScript, Agile Methodologies, Software Design, Enterprise Software, Requirements Analysis, Java, VBA, VBScript, Python, HTML, SQL, Software Development, Multithreading, WinForms, Visual Studio, Database Design, Software Project..., Performance Tuning, Design Patterns, Web Development, Testing, Java Enterprise Edition, SSRS, Visual Basic, Trading Systems, LINQ, ASP, XSLT, CSS, Enterprise Architecture, SSIS, Test Driven Development, TDD
Education
Rensselaer Polytechnic Institute 1984 — 1988
B.S, Electrical Engineering
Locust Valley High School 1980 — 1984
J.P. Morgan March 2013 - Present
Wells Fargo November 2012 - March 2013
Bank of America May 2010 - July 2012
Deutsche Bank December 2009 - May 2010
AllianceBernstein May 2007 - December 2009
Independent software consultant February 2005 - May 2007
SharpHat, Inc. October 2001 - January 2005
BlueFlame, Inc October 1992 - October 2001
PCSI October 1992 - October 1999
St. John's University January 1990 - October 1992
Skills
Web Services, C#, Microsoft SQL Server, Oracle, .NET, SDLC, WCF, XML, Integration, Databases, ASP.NET, WPF, SOA, Sybase, AJAX, JavaScript, Agile Methodologies, Software Design, Enterprise Software, Requirements Analysis, Java, VBA, VBScript, Python, HTML, SQL, Software Development, Multithreading, WinForms, Visual Studio, Database Design, Software Project..., Performance Tuning, Design Patterns, Web Development, Testing, Java Enterprise Edition, SSRS, Visual Basic, Trading Systems, LINQ, ASP, XSLT, CSS, Enterprise Architecture, SSIS, Test Driven Development, TDD
Education
Rensselaer Polytechnic Institute 1984 — 1988
B.S, Electrical Engineering
Locust Valley High School 1980 — 1984
Deborah Rios's J.P. Morgan Experience June 1985 - July 1996
Job School District Program Coordinator
Industry Higher Education
Experience
Meadowlands Environment Center - Ramapo College June 2010 - Present
Meadowlands Environment Center - Ramapo College of NJ June 2007 - June 2010
Ramsey NJ Public Schools September 2004 - June 2006
Sicomac Elementary School September 2003 - June 2004
Computer Sciences Corporation July 1996 - June 1998
J.P. Morgan June 1985 - July 1996
Citibank July 1982 - June 1985
Morgan Guaranty Trust Co. September 1979 - July 1982
Skills
Information Technology
Education
Ramapo College of New Jersey 2010 — 2012
MS, Educational Technology
William Paterson University of New Jersey 2001 — 2003
K-8 Teaching Certificate, Elementary Education
The College of New Rochelle 1977 — 1979
BA Psychology, Elementary Education
Salve Regina University 1975 — 1975
(transferred to College of New Rochelle), Elementary Education
Meadowlands Environment Center - Ramapo College June 2010 - Present
Meadowlands Environment Center - Ramapo College of NJ June 2007 - June 2010
Ramsey NJ Public Schools September 2004 - June 2006
Sicomac Elementary School September 2003 - June 2004
Computer Sciences Corporation July 1996 - June 1998
J.P. Morgan June 1985 - July 1996
Citibank July 1982 - June 1985
Morgan Guaranty Trust Co. September 1979 - July 1982
Skills
Information Technology
Education
Ramapo College of New Jersey 2010 — 2012
MS, Educational Technology
William Paterson University of New Jersey 2001 — 2003
K-8 Teaching Certificate, Elementary Education
The College of New Rochelle 1977 — 1979
BA Psychology, Elementary Education
Salve Regina University 1975 — 1975
(transferred to College of New Rochelle), Elementary Education
Ginny Stone's J.P. Morgan Experience 1973 - 1990
Job Executive Assistant at Allen & Company LLC
Industry Investment Banking
Experience
Allen & Company LLC March 2000 - Present
Bessmer Trust 1990 - 2000
J.P. Morgan 1973 - 1990
Education
Queens College
St. Agnes Academic High School
Allen & Company LLC March 2000 - Present
Bessmer Trust 1990 - 2000
J.P. Morgan 1973 - 1990
Education
Queens College
St. Agnes Academic High School
Sofia Lugris's J.P. Morgan Experience 2008 - 2013
Job Executive Adminisrative Assistant at JPMorgan
Industry Investment Banking
Experience
JPMorgan June 2006 - Present
J.P. Morgan 2008 - 2013
Education
Queens College 1992 — 1997
BA, Sociology
JPMorgan June 2006 - Present
J.P. Morgan 2008 - 2013
Education
Queens College 1992 — 1997
BA, Sociology
Rebecca Knudtson, MBA's J.P. Morgan Experience June 2013 - Present
Job Vice President Fund Accounting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Hexter Fair First American Title June 2012 - June 2013
First American Title Insurance Company April 2010 - June 2012
First American Title June 2007 - April 2010
First American Title October 2005 - June 2007
Novogradac & Company LLP December 2003 - October 2005
Skills
Internal Audit, External Audit, SOX 404, Strategic Planning, Offshore Outsourcing, Project Management, Treasury Management, Business Process..., Financial Analysis, Statutory Accounting, Financial Accounting, Executive Management, Operational Risk..., Auditing, Accounting, Sarbanes-Oxley Act, Variance Analysis, Finance, Human Resources, Leadership, Business Process, General Ledger, Banking, Process Improvement, Financial Reporting, Due Diligence, Management, Budgets
Education
Regis University 2006 — 2008
MBA, Accounting and Finance
University of North Georgia 2002 — 2004
BBA, Accounting
Southeast Guilford High School
Southeast Guilford High School
J.P. Morgan June 2013 - Present
Hexter Fair First American Title June 2012 - June 2013
First American Title Insurance Company April 2010 - June 2012
First American Title June 2007 - April 2010
First American Title October 2005 - June 2007
Novogradac & Company LLP December 2003 - October 2005
Skills
Internal Audit, External Audit, SOX 404, Strategic Planning, Offshore Outsourcing, Project Management, Treasury Management, Business Process..., Financial Analysis, Statutory Accounting, Financial Accounting, Executive Management, Operational Risk..., Auditing, Accounting, Sarbanes-Oxley Act, Variance Analysis, Finance, Human Resources, Leadership, Business Process, General Ledger, Banking, Process Improvement, Financial Reporting, Due Diligence, Management, Budgets
Education
Regis University 2006 — 2008
MBA, Accounting and Finance
University of North Georgia 2002 — 2004
BBA, Accounting
Southeast Guilford High School
Southeast Guilford High School
Lisa Jang's J.P. Morgan Experience June 2012 - August 2012
Job Advancement & Growth Opportunities
Industry Banking
Experience
J.P. Morgan June 2012 - August 2012
JPMorgan Chase October 2010 - May 2012
Flushing Bank September 2009 - September 2010
Flushing Bank March 2009 - May 2009
Flushing Bank June 2008 - May 2009
Flushing Bank March 2007 - May 2008
Skills
Investments, Loans, Securities, Auditing, Investment Banking, Accounting, Financial Risk, Banking, Operational Risk, Financial Services, Finance, Portfolio Management, Sales, Insurance
Education
City University of New York-Queens College 2010 — 2013
B.A, Accounting
Queensborough Community College 2007 — 2009
Associate of Arts and Sciences (AAS), Accounting and Business/Management
J.P. Morgan June 2012 - August 2012
JPMorgan Chase October 2010 - May 2012
Flushing Bank September 2009 - September 2010
Flushing Bank March 2009 - May 2009
Flushing Bank June 2008 - May 2009
Flushing Bank March 2007 - May 2008
Skills
Investments, Loans, Securities, Auditing, Investment Banking, Accounting, Financial Risk, Banking, Operational Risk, Financial Services, Finance, Portfolio Management, Sales, Insurance
Education
City University of New York-Queens College 2010 — 2013
B.A, Accounting
Queensborough Community College 2007 — 2009
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Annie Marinaro's J.P. Morgan Experience May 2012 - Present
Job Debt Capital Markets Public Finance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2012 - Present
JPMorgan March 2007 - April 2012
Skills
Capital Markets, Market Risk, Fixed Income, Portfolio Management, Bloomberg, Risk Management
Education
Rensselaer Polytechnic Institute 2001 — 2006
BS, Electrical Engineering
J.P. Morgan May 2012 - Present
JPMorgan March 2007 - April 2012
Skills
Capital Markets, Market Risk, Fixed Income, Portfolio Management, Bloomberg, Risk Management
Education
Rensselaer Polytechnic Institute 2001 — 2006
BS, Electrical Engineering
Victor Alonzo's J.P. Morgan Experience January 2002 - December 2006
Job Market President at First Western Trust
Industry Banking
Experience
FWTB Market PresidentFirst Western TrustJanuary 2008 - Present
J.P. Morgan January 2002 - December 2006
Wells Fargo June 1990 - June 2002
Skills
Credit, Banking, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Loans, Commercial Lending, Private Banking, Wealth Management
Education
Regis University 1991 — 1996
BSBA, Finance
FWTB Market PresidentFirst Western TrustJanuary 2008 - Present
J.P. Morgan January 2002 - December 2006
Wells Fargo June 1990 - June 2002
Skills
Credit, Banking, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Loans, Commercial Lending, Private Banking, Wealth Management
Education
Regis University 1991 — 1996
BSBA, Finance
Helen Ang's J.P. Morgan Experience June 2006 - August 2006
Job Recruitment Business Partner at Credit Suisse
Industry Staffing and Recruiting
Experience
Credit Suisse (via Alexander Mann Solutions) September 2014 - Present
Moody's Corporation April 2013 - August 2014
UBS (via Allegis RPO) May 2012 - April 2013
Michael Page 2010 - 2012
Barclays Capital 2007 - 2010
J.P. Morgan June 2006 - August 2006
Financial Women's Association June 2006 - August 2006
SNL Financial 2005 - 2006
Education
University of Virginia 2003 — 2007
Bachelor's Degree
Raffles Junior College
Credit Suisse (via Alexander Mann Solutions) September 2014 - Present
Moody's Corporation April 2013 - August 2014
UBS (via Allegis RPO) May 2012 - April 2013
Michael Page 2010 - 2012
Barclays Capital 2007 - 2010
J.P. Morgan June 2006 - August 2006
Financial Women's Association June 2006 - August 2006
SNL Financial 2005 - 2006
Education
University of Virginia 2003 — 2007
Bachelor's Degree
Raffles Junior College
Jacky Ku's J.P. Morgan Experience August 2014 - Present
Job Private Client Banker / Small Business Specialist
Industry Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan February 2013 - August 2014
J.P. Morgan March 2011 - February 2013
Education
Queens College 2004 — 2009
Bachelor of Arts (B.A.), Economics
J.P. Morgan August 2014 - Present
J.P. Morgan February 2013 - August 2014
J.P. Morgan March 2011 - February 2013
Education
Queens College 2004 — 2009
Bachelor of Arts (B.A.), Economics
Joshlyn Anderson's J.P. Morgan Experience June 1999 - March 2002
Job Project Manager & Community Relations Specialist
Industry Program Development
Experience
Big Brothers Big Sisters of Essex, Hudson, & Union Counties, NJ October 2014 - Present
Wyndham Worldwide November 2006 - August 2013
ERA October 2005 - March 2006
Ramapo College of New Jersey February 2005 - July 2005
Macy's March 2004 - January 2005
J.P. Morgan June 1999 - March 2002
Skills
Management, Hospitality, Team Leadership, Vendor Management, Customer Service, Time Management, Hospitality Management, Hospitality Industry, Process Improvement, Training, Customer Satisfaction, Hotels, Childcare, Child Advocacy
Education
Fairleigh Dickinson University-Florham Campus 2009 — 2015
Master of Arts (M.A.), Hospitality Administration/Management
Ramapo College of New Jersey 1999 — 2003
Bachelor of Science, Business Adminstration
Big Brothers Big Sisters of Essex, Hudson, & Union Counties, NJ October 2014 - Present
Wyndham Worldwide November 2006 - August 2013
ERA October 2005 - March 2006
Ramapo College of New Jersey February 2005 - July 2005
Macy's March 2004 - January 2005
J.P. Morgan June 1999 - March 2002
Skills
Management, Hospitality, Team Leadership, Vendor Management, Customer Service, Time Management, Hospitality Management, Hospitality Industry, Process Improvement, Training, Customer Satisfaction, Hotels, Childcare, Child Advocacy
Education
Fairleigh Dickinson University-Florham Campus 2009 — 2015
Master of Arts (M.A.), Hospitality Administration/Management
Ramapo College of New Jersey 1999 — 2003
Bachelor of Science, Business Adminstration
Karen Schulhoff's J.P. Morgan Experience June 2008 - June 2009
Job Finance
Industry Investment Banking
Experience
Morgan Stanley August 2009 - January 2010
ProLibra August 2009 - 2010
SMACK Cosmetics Inc. NY 2004 - 2010
J.P. Morgan June 2008 - June 2009
Bear Stearns 2001 - 2008
Pfizer Pharmaceuticals 1993 - 2001
Education
Queens College 1991 — 1993
MLS, Library and Information Science
Morgan Stanley August 2009 - January 2010
ProLibra August 2009 - 2010
SMACK Cosmetics Inc. NY 2004 - 2010
J.P. Morgan June 2008 - June 2009
Bear Stearns 2001 - 2008
Pfizer Pharmaceuticals 1993 - 2001
Education
Queens College 1991 — 1993
MLS, Library and Information Science
Nicole Ramasco's J.P. Morgan Experience August 2015 - Present
Job Operational Risk at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2013 - Present
J.P. Morgan September 2010 - June 2013
Real Estate Mortgage Network December 2009 - September 2010
Rodman & Renshaw, LLC September 2009 - September 2009
The Greenwich Roundtable Inc. September 2008 - April 2009
IBM June 2008 - August 2008
IBM June 2007 - August 2007
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science
Pascack Hills High School 2001 — 2005
J.P. Morgan August 2015 - Present
J.P. Morgan June 2013 - Present
J.P. Morgan September 2010 - June 2013
Real Estate Mortgage Network December 2009 - September 2010
Rodman & Renshaw, LLC September 2009 - September 2009
The Greenwich Roundtable Inc. September 2008 - April 2009
IBM June 2008 - August 2008
IBM June 2007 - August 2007
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science
Pascack Hills High School 2001 — 2005
Gabrielle Kovacevich's J.P. Morgan Experience January 1993 - December 2006
Job Virtual Assistant with Strong PR Background
Industry Executive Office
Experience
Gabrielle Kovacevich, Inc. November 2006 - Present
Colliers-International 2014 - 2014
Colliers-International 2014 - 2014
Colliers-International 2014 - 2014
J.P. Morgan January 1993 - December 2006
Hellman & Friedman January 2004 - September 2006
Skills
Administrative..., Microsoft Office, Outlook, iWork, Customer Service, Calendars, OS X, Microsoft Excel, Process Scheduler, Office Management, PowerPoint, Microsoft Word, Mac, Mac OS, Spreadsheets
Education
City University of New York-Queens College 1988 — 1992
Bachelor of Arts (BA), Communication and Media Studies
Gabrielle Kovacevich, Inc. November 2006 - Present
Colliers-International 2014 - 2014
Colliers-International 2014 - 2014
Colliers-International 2014 - 2014
J.P. Morgan January 1993 - December 2006
Hellman & Friedman January 2004 - September 2006
Skills
Administrative..., Microsoft Office, Outlook, iWork, Customer Service, Calendars, OS X, Microsoft Excel, Process Scheduler, Office Management, PowerPoint, Microsoft Word, Mac, Mac OS, Spreadsheets
Education
City University of New York-Queens College 1988 — 1992
Bachelor of Arts (BA), Communication and Media Studies
Hasan Islam's J.P. Morgan Experience 1998 - 2000
Job
Industry Banking
Experience
RBC Capital Markets 2010 - 2012
Citigroup July 2000 - September 2009
J.P. Morgan 1998 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Settlement, Equities, Risk Management, Structured Finance, Derivatives
Education
City University of New York-Queens College
BA, Economics - Honors in Financial Economics
RBC Capital Markets 2010 - 2012
Citigroup July 2000 - September 2009
J.P. Morgan 1998 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Settlement, Equities, Risk Management, Structured Finance, Derivatives
Education
City University of New York-Queens College
BA, Economics - Honors in Financial Economics
Freddy Luscher's J.P. Morgan Experience 1985 - Present
Job Credit Risk Support at JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase Bank August 1989 - Present
JPMorgan Chase Bank NA August 1985 - Present
J.P. Morgan 1985 - Present
JPMorgan Chase 1985 - Present
Skills
Banking, Risk Management, Loans, Credit Risk, Investment Banking, Capital Markets, Financial Analysis, Derivatives, Fixed Income, Credit, Credit Analysis, Financial Modeling, Finance, Portfolio Management
Education
Queens College 1981 — 1985
Bachelor of Arts (B.A.), Accounting
JPMorgan Chase Bank August 1989 - Present
JPMorgan Chase Bank NA August 1985 - Present
J.P. Morgan 1985 - Present
JPMorgan Chase 1985 - Present
Skills
Banking, Risk Management, Loans, Credit Risk, Investment Banking, Capital Markets, Financial Analysis, Derivatives, Fixed Income, Credit, Credit Analysis, Financial Modeling, Finance, Portfolio Management
Education
Queens College 1981 — 1985
Bachelor of Arts (B.A.), Accounting
Annabel Lim's J.P. Morgan Experience June 2012 - October 2013
Job Analyst at JHL Capital Group LLC
Industry Investment Management
Experience
JHL Capital Group LLC November 2013 - Present
J.P. Morgan June 2012 - October 2013
J.P. Morgan June 2011 - August 2011
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.Sc.), Commerce
Raffles Junior College
JHL Capital Group LLC November 2013 - Present
J.P. Morgan June 2012 - October 2013
J.P. Morgan June 2011 - August 2011
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.Sc.), Commerce
Raffles Junior College
Christine Ott's J.P. Morgan Experience August 2011 - October 2013
Job Director of Principal Gifts at Loyola University Chicago
Industry Fund-Raising
Experience
Loyola University Chicago October 2013 - Present
J.P. Morgan August 2011 - October 2013
GolinHarris 1991 - 1994
Feeding America 1988 - 1991
The Field Museum 1986 - 1988
Skills
Financial Analysis, Strategic Planning, Fundraising, Leadership, Strategy, Nonprofits, Event Planning, Budgets, Volunteer Management, Public Speaking, Time Management, Social Media, Marketing, Finance, Marketing Strategy, Customer Service, Program Management, Research, Entrepreneurship, Management, Marketing Communications, Non-profits, Recruiting
Education
Loyola University of Chicago - Graduate School of Business
E-Commerce Certificate, E-Commerce/Electronic Commerce
University of Chicago
Basic Program of Liberal Studies, Literature
University of Wisconsin-Madison - School of Business
Master of Arts in Business; Bachelor of Arts, Arts Administration
Loyola University Chicago October 2013 - Present
J.P. Morgan August 2011 - October 2013
GolinHarris 1991 - 1994
Feeding America 1988 - 1991
The Field Museum 1986 - 1988
Skills
Financial Analysis, Strategic Planning, Fundraising, Leadership, Strategy, Nonprofits, Event Planning, Budgets, Volunteer Management, Public Speaking, Time Management, Social Media, Marketing, Finance, Marketing Strategy, Customer Service, Program Management, Research, Entrepreneurship, Management, Marketing Communications, Non-profits, Recruiting
Education
Loyola University of Chicago - Graduate School of Business
E-Commerce Certificate, E-Commerce/Electronic Commerce
University of Chicago
Basic Program of Liberal Studies, Literature
University of Wisconsin-Madison - School of Business
Master of Arts in Business; Bachelor of Arts, Arts Administration
Arthur Zhang's J.P. Morgan Experience July 2011 - June 2014
Job Investment Banking
Industry Investment Banking
Experience
Evercore February 2015 - Present
Evercore July 2014 - February 2015
J.P. Morgan July 2011 - June 2014
J.P. Morgan July 2008 - July 2011
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Economics, Business Analysis
Education
Rice University 2004 — 2008
B.A., Mathematical Economic Analysis
Evercore February 2015 - Present
Evercore July 2014 - February 2015
J.P. Morgan July 2011 - June 2014
J.P. Morgan July 2008 - July 2011
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Economics, Business Analysis
Education
Rice University 2004 — 2008
B.A., Mathematical Economic Analysis
William Pan's J.P. Morgan Experience August 2013 - November 2014
Job Senior Financial Services Advisory at EY
Industry Financial Services
Experience
EY December 2014 - Present
J.P. Morgan August 2013 - November 2014
J.P. Morgan June 2010 - August 2013
Skills
Financial Modeling, Financial Analysis, Risk Management, Finance, Financial Services, Equities, Fixed Income, Derivatives
Education
Queens College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Corporate Finance
EY December 2014 - Present
J.P. Morgan August 2013 - November 2014
J.P. Morgan June 2010 - August 2013
Skills
Financial Modeling, Financial Analysis, Risk Management, Finance, Financial Services, Equities, Fixed Income, Derivatives
Education
Queens College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Corporate Finance
Jonathan C. Lau's J.P. Morgan Experience March 1997 - October 1998
Job Senior Derivatives Trader at AllianceBernstein
Industry Capital Markets
Experience
AllianceBernstein October 2013 - Present
Cutler Group, LP March 2008 - September 2013
Toro Trading, LLC January 2005 - March 2008
Madison Trading, LLC June 2000 - December 2004
IntercontinentalExchange, Inc. October 1998 - May 2000
J.P. Morgan March 1997 - October 1998
Skills
Derivatives, Electronic Trading, Equity Derivatives, Market Making, Options, Proprietary Trading, Bloomberg, Equities, Fixed Income, Hedge Funds, Trading, Trading Systems, Trading Strategies, Real Estate, Financial Markets, Negotiation
Education
Rensselaer Polytechnic Institute
B.S., Mechanical Engineering/ Minor in Economics
AllianceBernstein October 2013 - Present
Cutler Group, LP March 2008 - September 2013
Toro Trading, LLC January 2005 - March 2008
Madison Trading, LLC June 2000 - December 2004
IntercontinentalExchange, Inc. October 1998 - May 2000
J.P. Morgan March 1997 - October 1998
Skills
Derivatives, Electronic Trading, Equity Derivatives, Market Making, Options, Proprietary Trading, Bloomberg, Equities, Fixed Income, Hedge Funds, Trading, Trading Systems, Trading Strategies, Real Estate, Financial Markets, Negotiation
Education
Rensselaer Polytechnic Institute
B.S., Mechanical Engineering/ Minor in Economics
Sara Fay's J.P. Morgan Experience 2012 - Present
Job Marketing Manager at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan 2012 - Present
PNC 2010 - 2012
PNC 2008 - 2010
National City Bank 2007 - 2008
CareerBuilder 2006 - 2007
Skills
Banking, Sales, Financial Analysis, Business Development, Marketing, Commercial Lending, Lead Generation, Strategic Planning, Marketing Strategy, Direct Marketing, Strategy, Commercial Banking, Finance, Management, Financial Services
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2012
MBA, Finance
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Marketing & Logistics
J.P. Morgan 2012 - Present
PNC 2010 - 2012
PNC 2008 - 2010
National City Bank 2007 - 2008
CareerBuilder 2006 - 2007
Skills
Banking, Sales, Financial Analysis, Business Development, Marketing, Commercial Lending, Lead Generation, Strategic Planning, Marketing Strategy, Direct Marketing, Strategy, Commercial Banking, Finance, Management, Financial Services
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2012
MBA, Finance
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Marketing & Logistics
David D.J. Walton's J.P. Morgan Experience December 2012 - July 2013
Job Retirement Administration
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
J.P. Morgan December 2012 - July 2013
JPMorgan Chase July 2011 - December 2012
Walton Realty Inc. August 2008 - August 2010
Skills
Microsoft Excel, Leadership, PowerPoint, Marketing, Sales, Data Analysis, Outlook, Customer Service
Education
Regis University 2007 — 2011
B.S., International Business
Arizona School of Real Estate & Business
College International de Cannes
TIAA-CREF November 2013 - Present
J.P. Morgan December 2012 - July 2013
JPMorgan Chase July 2011 - December 2012
Walton Realty Inc. August 2008 - August 2010
Skills
Microsoft Excel, Leadership, PowerPoint, Marketing, Sales, Data Analysis, Outlook, Customer Service
Education
Regis University 2007 — 2011
B.S., International Business
Arizona School of Real Estate & Business
College International de Cannes
David Hornberger's J.P. Morgan Experience May 2013 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Skills
Patent Litigation, Start-ups, Intellectual Property, Trade Secrets, Licensing, Trademarks, Copyright Law, Due Diligence, Patent Portfolio..., Mergers, Mergers, Restructuring, Venture Capital
Education
The University of Texas School of Law 2003 — 2006
J.D.
Rice University 1997 — 2002
B.S., Electrical and Computer Engineering
Alamo Heights High School 1993 — 1997
J.P. Morgan May 2013 - Present
Skills
Patent Litigation, Start-ups, Intellectual Property, Trade Secrets, Licensing, Trademarks, Copyright Law, Due Diligence, Patent Portfolio..., Mergers, Mergers, Restructuring, Venture Capital
Education
The University of Texas School of Law 2003 — 2006
J.D.
Rice University 1997 — 2002
B.S., Electrical and Computer Engineering
Alamo Heights High School 1993 — 1997
Megan L Kimbrel's J.P. Morgan Experience April 2013 - Present
Job Hedge at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
STATE STREET CORPORATION April 2011 - March 2013
State Street Bank September 2010 - April 2011
State Street Bank March 2008 - August 2010
State Street Bank November 2006 - February 2008
NORWOOD MOTORGROUP January 2005 - January 2006
Education
D’Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rhode Island College
Master's degree, English Language and Literature, General
University at Buffalo
Bachelor of Arts (B.A.), English Language and Literature, General
J.P. Morgan April 2013 - Present
STATE STREET CORPORATION April 2011 - March 2013
State Street Bank September 2010 - April 2011
State Street Bank March 2008 - August 2010
State Street Bank November 2006 - February 2008
NORWOOD MOTORGROUP January 2005 - January 2006
Education
D’Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rhode Island College
Master's degree, English Language and Literature, General
University at Buffalo
Bachelor of Arts (B.A.), English Language and Literature, General
Anthony Huang's J.P. Morgan Experience 2014 - Present
Job Associate, Mergers & Acquisitions
Industry Investment Banking
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2009 - 2014
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions
Education
London School of Economics and Political Science 2006 — 2009
BSc Economics, Economics
Victoria Junior College 2001 — 2003
A levels
Raffles Institution
J.P. Morgan 2014 - Present
J.P. Morgan 2009 - 2014
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions
Education
London School of Economics and Political Science 2006 — 2009
BSc Economics, Economics
Victoria Junior College 2001 — 2003
A levels
Raffles Institution
Olan Adeyemi's J.P. Morgan Experience October 2011 - Present
Job Account Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
Best Buy July 2009 - October 2011
Skills
Critical Thinking, Innovator, Creative Problem Solving, Team Leadership
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Bachelor of science, Finance
Raritan Valley Community College 2007 — 2009
Associates of Science, Business Administration
J.P. Morgan October 2011 - Present
Best Buy July 2009 - October 2011
Skills
Critical Thinking, Innovator, Creative Problem Solving, Team Leadership
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Bachelor of science, Finance
Raritan Valley Community College 2007 — 2009
Associates of Science, Business Administration
Alfred Yuan's J.P. Morgan Experience October 2012 - January 2013
Job Desk Strategist at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
UC Berkeley March 2013 - June 2013
J.P. Morgan October 2012 - January 2013
Skills
C, C++, C#, Python, Matlab, VBA, PHP, ASP, Algorithms, Databases, SQL, R, Machine Learning, Pylons, Statistical Modeling, Time Series Analysis, Data Mining, Factor Analysis, Bloomberg, Actuarial Science, Quantitative Finance, Business Planning, Entrepreneurial..., Fluent English, Stochastic Calculus, Probability Theory, Graph Theory, Econometrics, Statistics, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Optimization, Monte Carlo Simulation, Options, Structured Products, Equity Derivatives, Financial Engineering, Exotic Derivatives, Scala, Functional Programming, Haskell, OCaml, Clojure, Lisp, A+, Statistical Arbitrage
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering, Financial Mathematics
Renmin University of China 2006 — 2010
Bachelor of Science (BSc), Statistics & Actuarial Science
Morgan Stanley June 2013 - Present
UC Berkeley March 2013 - June 2013
J.P. Morgan October 2012 - January 2013
Skills
C, C++, C#, Python, Matlab, VBA, PHP, ASP, Algorithms, Databases, SQL, R, Machine Learning, Pylons, Statistical Modeling, Time Series Analysis, Data Mining, Factor Analysis, Bloomberg, Actuarial Science, Quantitative Finance, Business Planning, Entrepreneurial..., Fluent English, Stochastic Calculus, Probability Theory, Graph Theory, Econometrics, Statistics, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Optimization, Monte Carlo Simulation, Options, Structured Products, Equity Derivatives, Financial Engineering, Exotic Derivatives, Scala, Functional Programming, Haskell, OCaml, Clojure, Lisp, A+, Statistical Arbitrage
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering, Financial Mathematics
Renmin University of China 2006 — 2010
Bachelor of Science (BSc), Statistics & Actuarial Science
Maria Zakutny's J.P. Morgan Experience 2001 - 2005
Job Certified Financial Planner at First State Financial Planners
Industry Financial Services
Experience
First State Financial Planners April 2015 - Present
Income & Estate Planning Partners, P.A. February 2011 - March 2015
MetLife 2007 - 2010
Vanguard 2005 - 2007
J.P. Morgan 2001 - 2005
Skills
Investments, Retirement Planning, Estate Planning, Mutual Funds, Life Insurance, College Savings Plans, Disability Insurance, Long-term Care
Education
Queens College 1983 — 1987
BA, Accounting and Economics
First State Financial Planners April 2015 - Present
Income & Estate Planning Partners, P.A. February 2011 - March 2015
MetLife 2007 - 2010
Vanguard 2005 - 2007
J.P. Morgan 2001 - 2005
Skills
Investments, Retirement Planning, Estate Planning, Mutual Funds, Life Insurance, College Savings Plans, Disability Insurance, Long-term Care
Education
Queens College 1983 — 1987
BA, Accounting and Economics
Jackson TAI's J.P. Morgan Experience 1974 - 1999
Job NonExecutive Director at Russell Reynolds Associates
Industry Banking
Experience
Eli Lilly and Company November 2013 - Present
Russell Reynolds Associates June 2013 - Present
Philips April 2011 - Present
Bank of China March 2011 - Present
MasterCard September 2008 - Present
Singapore Airlines November 2011 - August 2014
NYSE Euronext April 2010 - November 2013
DBS Bank August 1999 - December 2007
J.P. Morgan 1974 - 1999
Education
Harvard Business School 1972 — 1974
MBA, International Finance
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Management
Eli Lilly and Company November 2013 - Present
Russell Reynolds Associates June 2013 - Present
Philips April 2011 - Present
Bank of China March 2011 - Present
MasterCard September 2008 - Present
Singapore Airlines November 2011 - August 2014
NYSE Euronext April 2010 - November 2013
DBS Bank August 1999 - December 2007
J.P. Morgan 1974 - 1999
Education
Harvard Business School 1972 — 1974
MBA, International Finance
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Management
Alex Brockmann's J.P. Morgan Experience 1996 - 1999
Job Portfolio Manager at Tradelink LLC
Industry Financial Services
Experience
Tradelink LLC 2010 - Present
Citadel Investment Group 2005 - 2009
Deutsche Bank 1999 - 2005
J.P. Morgan 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Emerging Markets, Credit Derivatives, Macro, Proprietary Trading, Fixed Income, Derivatives
Education
Rensselaer Polytechnic Institute 1986 — 1993
BS, MS, MBA, Physics
Tradelink LLC 2010 - Present
Citadel Investment Group 2005 - 2009
Deutsche Bank 1999 - 2005
J.P. Morgan 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Emerging Markets, Credit Derivatives, Macro, Proprietary Trading, Fixed Income, Derivatives
Education
Rensselaer Polytechnic Institute 1986 — 1993
BS, MS, MBA, Physics
Julie Charles's J.P. Morgan Experience July 2010 - Present
Job Debt Capital Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
McKinsey & Company September 2008 - July 2010
Morgan Stanley September 1998 - May 2008
Skills
Fixed Income, Strategic Planning, Management, Financial Services, Microsoft Excel, Investment Banking, Alternative Investments, Equities, Event Planning, Budgets, Credit, Financial Modeling
Education
Radford University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
J.P. Morgan July 2010 - Present
McKinsey & Company September 2008 - July 2010
Morgan Stanley September 1998 - May 2008
Skills
Fixed Income, Strategic Planning, Management, Financial Services, Microsoft Excel, Investment Banking, Alternative Investments, Equities, Event Planning, Budgets, Credit, Financial Modeling
Education
Radford University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
Ruth Cosentino's J.P. Morgan Experience June 1978 - January 1988
Job Clerk/Typist at Westbury School District
Industry Education Management
Experience
Westbury School District June 2005 - Present
J.P. Morgan June 1978 - January 1988
Education
Queensborough Community College 1976 — 1978
Associate in Secretarial Science
Westbury School District June 2005 - Present
J.P. Morgan June 1978 - January 1988
Education
Queensborough Community College 1976 — 1978
Associate in Secretarial Science
Vidhya Dommalapati's J.P. Morgan Experience February 2015 - Present
Job QA Associate at J P Morgan Chase
Industry Banking
Experience
J.P. Morgan February 2015 - Present
Infosys April 2013 - January 2015
Infosys October 2010 - March 2013
Infosys January 2008 - September 2010
Infosys August 2007 - December 2007
Skills
Performance Testing, Quality Center, Test Planning, LoadRunner, Unix, Test Cases, Defect Tracking, Requirements Gathering, Non-functional Testing, Test Strategy, Regression Testing, Test Execution
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2003 — 2007
Bachelor of Engineering (BE), Computer Science
J.P. Morgan February 2015 - Present
Infosys April 2013 - January 2015
Infosys October 2010 - March 2013
Infosys January 2008 - September 2010
Infosys August 2007 - December 2007
Skills
Performance Testing, Quality Center, Test Planning, LoadRunner, Unix, Test Cases, Defect Tracking, Requirements Gathering, Non-functional Testing, Test Strategy, Regression Testing, Test Execution
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2003 — 2007
Bachelor of Engineering (BE), Computer Science
Sarah Friedline's J.P. Morgan Experience September 2014 - Present
Job Business Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan July 2014 - September 2014
Country Inn and Suites 2012 - 2013
Keener Law Office July 2012 - December 2012
Skills
Hospitality, Hotels, Front Office, Hospitality Management, Hospitality Industry, Hotel Management, Food & Beverage, Customer Service, Resorts, Customer Satisfaction, Microsoft Office, Event Planning, Event Management, Microsoft Word, Income Tax, Business Analysis, Corporate Tax, Corporate Law
Education
Regent University School of Law 2010 — 2013
Doctor of Law (J.D.)
Regent University
J.P. Morgan September 2014 - Present
J.P. Morgan July 2014 - September 2014
Country Inn and Suites 2012 - 2013
Keener Law Office July 2012 - December 2012
Skills
Hospitality, Hotels, Front Office, Hospitality Management, Hospitality Industry, Hotel Management, Food & Beverage, Customer Service, Resorts, Customer Satisfaction, Microsoft Office, Event Planning, Event Management, Microsoft Word, Income Tax, Business Analysis, Corporate Tax, Corporate Law
Education
Regent University School of Law 2010 — 2013
Doctor of Law (J.D.)
Regent University
Brian Conahan's J.P. Morgan Experience 2013 - 2014
Job Crédit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB September 2014 - Present
Morgan Stanley 2014 - 2014
J.P. Morgan 2013 - 2014
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Crédit Agricole CIB September 2014 - Present
Morgan Stanley 2014 - 2014
J.P. Morgan 2013 - 2014
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.