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
Jessica Kusack Jessica Kusack's J.P. Morgan Experience September 2010 - Present
Job Supervisory Manager at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
J.P. Morgan September 2010 - Present
Tave Risk Management November 2009 - September 2010
Education
Saint Mary's College
Bachelor of Business Administration (BBA), Finance and Marketing
J.P. Morgan Asset Management December 2014 - Present
J.P. Morgan September 2010 - Present
Tave Risk Management November 2009 - September 2010
Education
Saint Mary's College
Bachelor of Business Administration (BBA), Finance and Marketing
Royce Leon Royce Leon's J.P. Morgan Experience February 2013 - February 2014
Job AR Analyst at Infantino
Industry Financial Services
Experience
Infantino February 2015 - Present
MedImpact Healthcare Systems, Inc. January 2015 - February 2015
CareFusion June 2014 - December 2014
J.P. Morgan February 2013 - February 2014
Coupons.com May 2012 - February 2013
Coupons.com May 2012 - February 2013
Coupons.com February 2011 - May 2012
Stanford University and City of Redwood City Parks and Recreation September 2011 - December 2011
Nine Dragons Corporation January 2008 - December 2010
Pacific Documents April 2004 - December 2008
Skills
Invoicing, Microsoft Excel, QuickBooks, Outlook, Accounts Payable, Microsoft Office, Customer Service, Accounting, Great Plains Software, Finance, Microsoft Word, Access, Spanish, SQL, SharePoint, Salesforce.com, Excel, Tennis, Filing, Ariba, Legal Research, Legal Support, Flexible Working, Billing, liaison software, SAP ERP, Collections, SAGE MAS500, Oracle, EDI, Account Reconciliation, Legal Assistance, Microsoft Dynamics GP, Management
Education
San Jose State University 2010 — 2013
Bachelors of Science, Finance, 3.3
San Diego Mesa College 2008 — 2010
Associates, Business Administration, 3.6
Infantino February 2015 - Present
MedImpact Healthcare Systems, Inc. January 2015 - February 2015
CareFusion June 2014 - December 2014
J.P. Morgan February 2013 - February 2014
Coupons.com May 2012 - February 2013
Coupons.com May 2012 - February 2013
Coupons.com February 2011 - May 2012
Stanford University and City of Redwood City Parks and Recreation September 2011 - December 2011
Nine Dragons Corporation January 2008 - December 2010
Pacific Documents April 2004 - December 2008
Skills
Invoicing, Microsoft Excel, QuickBooks, Outlook, Accounts Payable, Microsoft Office, Customer Service, Accounting, Great Plains Software, Finance, Microsoft Word, Access, Spanish, SQL, SharePoint, Salesforce.com, Excel, Tennis, Filing, Ariba, Legal Research, Legal Support, Flexible Working, Billing, liaison software, SAP ERP, Collections, SAGE MAS500, Oracle, EDI, Account Reconciliation, Legal Assistance, Microsoft Dynamics GP, Management
Education
San Jose State University 2010 — 2013
Bachelors of Science, Finance, 3.3
San Diego Mesa College 2008 — 2010
Associates, Business Administration, 3.6
Sharlene Djuhari Sharlene Djuhari's J.P. Morgan Experience July 2011 - September 2011
Job Actively looking for Part Time Marketing/Marketing Analytics Oppurtunities
Industry Marketing and Advertising
Experience
PymWym April 2015 - September 2015
Cannacove January 2014 - August 2014
CMA CGM June 2013 - August 2013
PT Meranti Magsaysay, Jakarta, Indonesia- La Finestra Restaurant June 2012 - August 2012
J.P. Morgan July 2011 - September 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Public Speaking, Advertising, Brand Management, Business Development, Asset Management, Analysis, Research, Event Planning, Management, Leadership, Strategy
Education
Santa Clara University 2014 — 2016
MBA, Digital Marketing and Ecommerce
University of California, Berkeley 2010 — 2014
Double Major, Bachelor of Arts (B.A.)
Santa Catalina School 2006 — 2010
PymWym April 2015 - September 2015
Cannacove January 2014 - August 2014
CMA CGM June 2013 - August 2013
PT Meranti Magsaysay, Jakarta, Indonesia- La Finestra Restaurant June 2012 - August 2012
J.P. Morgan July 2011 - September 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Public Speaking, Advertising, Brand Management, Business Development, Asset Management, Analysis, Research, Event Planning, Management, Leadership, Strategy
Education
Santa Clara University 2014 — 2016
MBA, Digital Marketing and Ecommerce
University of California, Berkeley 2010 — 2014
Double Major, Bachelor of Arts (B.A.)
Santa Catalina School 2006 — 2010
Olman G. Calvo Olman G. Calvo's J.P. Morgan Experience 2005 - 2007
Job Senior Business Solutions Consultant at First Data Corporation
Industry International Trade and Development
Experience
First Data Corporation 2011 - Present
Worldwide Merchandise Solutions 2010 - Present
U.S. Department of State 2009 - 2010
Bank of America 2007 - 2009
J.P. Morgan 2005 - 2007
Homebanc Mortgage Corporation 2003 - 2005
Rayonier Advanced Materials 2001 - 2003
Heidelberg U.S.A. 1999 - 2001
United Nations 1996 - 1999
Skills
Project Management, Management, Program Management, Project Planning, Change Management, Customer Service, Public Speaking, Team Leadership, Business Development, International Trade &..., International Economics, Business Strategy
Education
Schiller International University 1994 — 1996
International Business, International Business & Economics
San Francisco City College 1992 — 1994
Associate's degree, International Business/Trade/Commerce
First Data Corporation 2011 - Present
Worldwide Merchandise Solutions 2010 - Present
U.S. Department of State 2009 - 2010
Bank of America 2007 - 2009
J.P. Morgan 2005 - 2007
Homebanc Mortgage Corporation 2003 - 2005
Rayonier Advanced Materials 2001 - 2003
Heidelberg U.S.A. 1999 - 2001
United Nations 1996 - 1999
Skills
Project Management, Management, Program Management, Project Planning, Change Management, Customer Service, Public Speaking, Team Leadership, Business Development, International Trade &..., International Economics, Business Strategy
Education
Schiller International University 1994 — 1996
International Business, International Business & Economics
San Francisco City College 1992 — 1994
Associate's degree, International Business/Trade/Commerce
Philip Hasbrouck's J.P. Morgan Experience August 2011 - May 2012
Job Vice President at CAIS Group
Industry Investment Management
Experience
CAIS Group June 2014 - Present
Trust Company of the West May 2012 - June 2014
J.P. Morgan August 2011 - May 2012
Wedbush Securities May 2010 - August 2011
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance
CAIS Group June 2014 - Present
Trust Company of the West May 2012 - June 2014
J.P. Morgan August 2011 - May 2012
Wedbush Securities May 2010 - August 2011
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance
John Pineiro John Pineiro's J.P. Morgan Experience March 1987 - February 1997
Job Broker Owner at Berkshire Hathaway HomeServices McGeehan & Pineiro Realty
Industry Real Estate
Experience
Berkshire Hathaway HomeServices McGeehan & Pineiro Realty March 2007 - Present
Deutsche Bank March 1997 - March 2007
J.P. Morgan March 1987 - February 1997
Skills
Sellers, Investments, Loans, Real Estate, Investment Properties, Real Estate Transactions, Banking, Asset Management, Syndications, Relocation, Property, Mortgage Lending, Investors, Asset Managment
Education
St. Peter's College
BS, Management
Berkshire Hathaway HomeServices McGeehan & Pineiro Realty March 2007 - Present
Deutsche Bank March 1997 - March 2007
J.P. Morgan March 1987 - February 1997
Skills
Sellers, Investments, Loans, Real Estate, Investment Properties, Real Estate Transactions, Banking, Asset Management, Syndications, Relocation, Property, Mortgage Lending, Investors, Asset Managment
Education
St. Peter's College
BS, Management
Juan Loera's J.P. Morgan Experience August 2012 - April 2013
Job Application Security Specialist at WhiteHat Security
Industry Computer Software
Experience
WhiteHat Security April 2013 - Present
J.P. Morgan August 2012 - April 2013
Wells Fargo September 2011 - August 2012
Verizon Wireless August 2009 - September 2011
Skills
Information Security, Web Application Security, Vulnerability Assessment, Sales, Application Security, Penetration Testing, Computer Security, Network Security, Security, Windows, XSS, CSRF, SQL Injection, Mac OS, Technical Support
Education
University of Houston-Clear Lake 2014 — 2017
Bachelor of Applied Science (BASc), Management Information Systems and Services
University of Houston 2013 — 2013
San Jacinto College 2010 — 2012
Associate of Arts (A.A.)
WhiteHat Security April 2013 - Present
J.P. Morgan August 2012 - April 2013
Wells Fargo September 2011 - August 2012
Verizon Wireless August 2009 - September 2011
Skills
Information Security, Web Application Security, Vulnerability Assessment, Sales, Application Security, Penetration Testing, Computer Security, Network Security, Security, Windows, XSS, CSRF, SQL Injection, Mac OS, Technical Support
Education
University of Houston-Clear Lake 2014 — 2017
Bachelor of Applied Science (BASc), Management Information Systems and Services
University of Houston 2013 — 2013
San Jacinto College 2010 — 2012
Associate of Arts (A.A.)
Ashley Weaks Ashley Weaks's J.P. Morgan Experience February 2012 - July 2013
Job Accounts Payable Specialist
Industry Accounting
Experience
CB&I December 2014 - Present
National Oilwell Varco March 2014 - December 2014
Merchants' Choice Payment Solutions July 2013 - November 2013
J.P. Morgan February 2012 - July 2013
BBVA Compass 2008 - 2011
Woodforest National Bank February 2004 - June 2007
First National Bank Texas November 2001 - February 2004
Productivity Links January 2001 - August 2001
jcpenney May 1999 - December 2000
Skills
Banking, Investigative Research, Credit Analysis, Credit Risk, Retail Banking, Deposits, Consumer Lending, Small Business Lending, Credit, Lines Of Credit, Loans, Cross Selling, Customer Service, Microsoft Office, Sales, Risk Management
Education
Sam Houston State University 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Texas Tech University 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
CB&I December 2014 - Present
National Oilwell Varco March 2014 - December 2014
Merchants' Choice Payment Solutions July 2013 - November 2013
J.P. Morgan February 2012 - July 2013
BBVA Compass 2008 - 2011
Woodforest National Bank February 2004 - June 2007
First National Bank Texas November 2001 - February 2004
Productivity Links January 2001 - August 2001
jcpenney May 1999 - December 2000
Skills
Banking, Investigative Research, Credit Analysis, Credit Risk, Retail Banking, Deposits, Consumer Lending, Small Business Lending, Credit, Lines Of Credit, Loans, Cross Selling, Customer Service, Microsoft Office, Sales, Risk Management
Education
Sam Houston State University 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Texas Tech University 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
David Del Grosso's J.P. Morgan Experience October 2009 - March 2014
Job Institutional Client Advisor at PNC
Industry Investment Management
Experience
PNC April 2014 - Present
J.P. Morgan October 2009 - March 2014
J.P. Morgan June 2007 - October 2009
Edward Jones September 2006 - December 2006
Morgan Stanley January 2006 - May 2006
Skills
Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg
Education
Salisbury University - Perdue School of Business 2003 — 2007
Finance, Investments
PNC April 2014 - Present
J.P. Morgan October 2009 - March 2014
J.P. Morgan June 2007 - October 2009
Edward Jones September 2006 - December 2006
Morgan Stanley January 2006 - May 2006
Skills
Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg
Education
Salisbury University - Perdue School of Business 2003 — 2007
Finance, Investments
Takako Ainsworth Takako Ainsworth's J.P. Morgan Experience 1994 - 1998
Job Private Practice... Takako Ainsworth, LCSW
Industry Hospital & Health Care
Experience
Owner, Takako Ainsworth LCSW Counseling Services July 2013 - Present
Scripps Health March 2013 - April 2015
San Diego Hospice and The Institute for Palliative Medicine January 2005 - March 2013
Senior Community Centers January 2006 - December 2006
Alzheimer's Association 2004 - 2005
Vitas Healthcare 2004 - 2005
North Park Corner Club House 2003 - 2004
Springall Academy 2002 - 2003
Eberhard-Karls University Tuebingen 2000 - 2001
J.P. Morgan 1994 - 1998
Skills
Case Managment, Crisis Intervention, Group Therapy, Palliative Care, Mental Health, Social Services, Family Therapy, Medical Social Work, Adolescents, Psychotherapy, Grief Counseling, Home Care, CBT, Motivational..., Mental Health Counseling, End of Life, Psychology, Therapists, Clinical Research, Gerontology, Healthcare, Elder Care, Treatment, Clinical Supervision, Biopsychosocial..., Patient Advocacy, Psychosocial, Life Transitions, Case Management
Education
San Diego State University-California State University 2004 — 2006
Master of Social Work (M.S.W.), Social Work, Cum Laude and distinction in Psychology
San Diego State University-California State University 2000 — 2004
Bachelor of Science (B.S.), Psychology, Cum Laude
Sprachinstitut Tuebingen 1998 — 2000
German Language and Literature
Owner, Takako Ainsworth LCSW Counseling Services July 2013 - Present
Scripps Health March 2013 - April 2015
San Diego Hospice and The Institute for Palliative Medicine January 2005 - March 2013
Senior Community Centers January 2006 - December 2006
Alzheimer's Association 2004 - 2005
Vitas Healthcare 2004 - 2005
North Park Corner Club House 2003 - 2004
Springall Academy 2002 - 2003
Eberhard-Karls University Tuebingen 2000 - 2001
J.P. Morgan 1994 - 1998
Skills
Case Managment, Crisis Intervention, Group Therapy, Palliative Care, Mental Health, Social Services, Family Therapy, Medical Social Work, Adolescents, Psychotherapy, Grief Counseling, Home Care, CBT, Motivational..., Mental Health Counseling, End of Life, Psychology, Therapists, Clinical Research, Gerontology, Healthcare, Elder Care, Treatment, Clinical Supervision, Biopsychosocial..., Patient Advocacy, Psychosocial, Life Transitions, Case Management
Education
San Diego State University-California State University 2004 — 2006
Master of Social Work (M.S.W.), Social Work, Cum Laude and distinction in Psychology
San Diego State University-California State University 2000 — 2004
Bachelor of Science (B.S.), Psychology, Cum Laude
Sprachinstitut Tuebingen 1998 — 2000
German Language and Literature
Erika Prado Erika Prado's J.P. Morgan Experience November 2014 - Present
Job Executive Assistant
Industry Capital Markets
Experience
J.P. Morgan November 2014 - Present
Ruby Ribbon, Inc. September 2013 - October 2014
Pillsbury Winthrop Shaw Pittman LLP October 2011 - September 2013
Personal Assistant June 2004 - September 2013
A.G. Sieben & Associates January 2003 - January 2008
Skills
Early Childhood..., Early Childhood..., Administrative..., Administrative..., Teaching, Event Planning, Administrative..., Microsoft Word, Pay Close Attention to..., PowerPoint, Public Speaking, Program Development, Research, Goal Oriented, Fundraising, Microsoft Office, Microsoft Excel, Qualitative Research, Microsoft Publisher, Grant Administration, Outlook
Education
San Francisco State University 2010 — 2012
Master of Arts (MA), Education, 3.6
San Francisco State University 2006 — 2010
Bachelor of Arts (BA), Child Development
J.P. Morgan November 2014 - Present
Ruby Ribbon, Inc. September 2013 - October 2014
Pillsbury Winthrop Shaw Pittman LLP October 2011 - September 2013
Personal Assistant June 2004 - September 2013
A.G. Sieben & Associates January 2003 - January 2008
Skills
Early Childhood..., Early Childhood..., Administrative..., Administrative..., Teaching, Event Planning, Administrative..., Microsoft Word, Pay Close Attention to..., PowerPoint, Public Speaking, Program Development, Research, Goal Oriented, Fundraising, Microsoft Office, Microsoft Excel, Qualitative Research, Microsoft Publisher, Grant Administration, Outlook
Education
San Francisco State University 2010 — 2012
Master of Arts (MA), Education, 3.6
San Francisco State University 2006 — 2010
Bachelor of Arts (BA), Child Development
Bridget Feeney's J.P. Morgan Experience May 2011 - August 2011
Job Editorial Assistant at John Wiley and Sons
Industry Writing and Editing
Experience
John Wiley and Sons March 2014 - Present
Spot Freight, Inc May 2013 - March 2014
Saint Mary's College Department of Marketing Communications September 2012 - May 2013
E=Fitness March 2012 - May 2013
The Observer March 2011 - March 2013
Actors Theatre of Indiana May 2012 - October 2012
John Wiley and Sons May 2012 - August 2012
Saint Marys College - Department of Communications, Dance, and Theatre September 2011 - May 2012
J.P. Morgan May 2011 - August 2011
Skills
Press Releases, Social Media, Journalism, Editing, Publications, Feature Articles, Storytelling, Research, Creative Writing, Newsletters, Publishing, Marketing, Magazines, Interviews, Microsoft Office, InDesign, Windows, Social Networking, News Writing, Leadership, Editorial, Newspapers, Social Media Marketing, Logistics, Customer Service, Facebook, PowerPoint, Writing, Microsoft Word
Education
Saint Mary's College 2009 — 2013
Bachelor of Arts (B.A.), English Writing, History, Public Communications
Bishop Chatard High School 2005 — 2009
Academic Honors Diploma
John Wiley and Sons March 2014 - Present
Spot Freight, Inc May 2013 - March 2014
Saint Mary's College Department of Marketing Communications September 2012 - May 2013
E=Fitness March 2012 - May 2013
The Observer March 2011 - March 2013
Actors Theatre of Indiana May 2012 - October 2012
John Wiley and Sons May 2012 - August 2012
Saint Marys College - Department of Communications, Dance, and Theatre September 2011 - May 2012
J.P. Morgan May 2011 - August 2011
Skills
Press Releases, Social Media, Journalism, Editing, Publications, Feature Articles, Storytelling, Research, Creative Writing, Newsletters, Publishing, Marketing, Magazines, Interviews, Microsoft Office, InDesign, Windows, Social Networking, News Writing, Leadership, Editorial, Newspapers, Social Media Marketing, Logistics, Customer Service, Facebook, PowerPoint, Writing, Microsoft Word
Education
Saint Mary's College 2009 — 2013
Bachelor of Arts (B.A.), English Writing, History, Public Communications
Bishop Chatard High School 2005 — 2009
Academic Honors Diploma
Heidi Turcotte Heidi Turcotte's J.P. Morgan Experience May 2002 - May 2004
Job Grants Manager, Financial Associate II at Harvard Medical School
Industry Financial Services
Experience
Harvard Medical School May 2013 - Present
Cambridge Associates January 2008 - July 2010
Cambridge Associates January 2006 - December 2007
Cambridge Associates May 2004 - December 2005
J.P. Morgan May 2002 - May 2004
J.P. Morgan September 2001 - May 2002
J.P. Morgan April 2001 - September 2001
Skills
Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Equities, Investment Operations, Data Analysis
Education
Saint Michael's College
Bachelor of Arts Degree, Psychology Major / Fine Arts Minor
Medfield High School
Medfield High School
Harvard Medical School May 2013 - Present
Cambridge Associates January 2008 - July 2010
Cambridge Associates January 2006 - December 2007
Cambridge Associates May 2004 - December 2005
J.P. Morgan May 2002 - May 2004
J.P. Morgan September 2001 - May 2002
J.P. Morgan April 2001 - September 2001
Skills
Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Equities, Investment Operations, Data Analysis
Education
Saint Michael's College
Bachelor of Arts Degree, Psychology Major / Fine Arts Minor
Medfield High School
Medfield High School
Nathan Lorensen's J.P. Morgan Experience October 2013 - October 2014
Job Contracts Administation at Mercuria Energy America, Inc
Industry Oil & Energy
Experience
Mercuria Energy America, Inc April 2015 - Present
Mercuria Energy America, Inc October 2014 - April 2015
J.P. Morgan October 2013 - October 2014
J.P. Morgan March 2012 - October 2013
J.P. Morgan February 2011 - March 2012
Houston Community Bank May 2009 - March 2011
First National Bank of Trinity January 2009 - May 2009
Group 1 Automotive May 2008 - August 2008
APPS Paramedical May 2002 - August 2007
Skills
Misys, AS400, Banking, Finance, Financial Analysis, Accounting, Credit Analysis, Microsoft Excel, Customer Service, PowerPoint, Cash Flow, Microsoft Office, Sales, Teamwork, Marketing, Economics, Analysis, Credit, Loans, Account Reconciliation, Accounts Receivable, Trading, Financial Services, Invoicing, Financial Modeling, Credit Risk, Commercial Lending, Commodity, Small Business Lending, Commercial Banking, Data Analysis, Loan Origination, Accounts Payable, Leadership, Lines Of Credit, Consumer Lending, Outlook, Sarbanes-Oxley Act, Cash Management, Management
Education
Sam Houston State University 2005 — 2009
Bachelors, Finance
Mercuria Energy America, Inc April 2015 - Present
Mercuria Energy America, Inc October 2014 - April 2015
J.P. Morgan October 2013 - October 2014
J.P. Morgan March 2012 - October 2013
J.P. Morgan February 2011 - March 2012
Houston Community Bank May 2009 - March 2011
First National Bank of Trinity January 2009 - May 2009
Group 1 Automotive May 2008 - August 2008
APPS Paramedical May 2002 - August 2007
Skills
Misys, AS400, Banking, Finance, Financial Analysis, Accounting, Credit Analysis, Microsoft Excel, Customer Service, PowerPoint, Cash Flow, Microsoft Office, Sales, Teamwork, Marketing, Economics, Analysis, Credit, Loans, Account Reconciliation, Accounts Receivable, Trading, Financial Services, Invoicing, Financial Modeling, Credit Risk, Commercial Lending, Commodity, Small Business Lending, Commercial Banking, Data Analysis, Loan Origination, Accounts Payable, Leadership, Lines Of Credit, Consumer Lending, Outlook, Sarbanes-Oxley Act, Cash Management, Management
Education
Sam Houston State University 2005 — 2009
Bachelors, Finance
Gerry Travers Jr Gerry Travers Jr's J.P. Morgan Experience March 2012 - June 2012
Job Changing lives one client at a time
Industry Individual & Family Services
Experience
County of San Diego June 2012 - Present
J.P. Morgan March 2012 - June 2012
Ashford University July 2011 - February 2012
Sprint Nextel May 2008 - June 2011
944 Magazine September 2007 - May 2008
Skills
Social Media Marketing, Marketing Communications, Salesforce.com, Spanish, Marketing Strategy, Social Media, Event Management, Digital Marketing, Online Advertising, Event Planning, Public Relations, Microsoft Office, Sales, Customer Service, Marketing, Account Management
Education
San Diego State University-California State University 2003 — 2008
Bachelors of Arts, International Business/ Marketing
Universitat de Barcelona 2006 — 2007
Bachelor of Arts, International Business/ Marketing
County of San Diego June 2012 - Present
J.P. Morgan March 2012 - June 2012
Ashford University July 2011 - February 2012
Sprint Nextel May 2008 - June 2011
944 Magazine September 2007 - May 2008
Skills
Social Media Marketing, Marketing Communications, Salesforce.com, Spanish, Marketing Strategy, Social Media, Event Management, Digital Marketing, Online Advertising, Event Planning, Public Relations, Microsoft Office, Sales, Customer Service, Marketing, Account Management
Education
San Diego State University-California State University 2003 — 2008
Bachelors of Arts, International Business/ Marketing
Universitat de Barcelona 2006 — 2007
Bachelor of Arts, International Business/ Marketing
Nathan Lugo Nathan Lugo's J.P. Morgan Experience October 2014 - Present
Job Personal Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase October 2013 - Present
Skills
Microsoft Office, QuickBooks, Public Speaking, Microsoft Excel, Financial Accounting, Bookkeeping
Education
CSU Los Angeles 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Santa Monica College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
J.P. Morgan October 2014 - Present
JPMorgan Chase October 2013 - Present
Skills
Microsoft Office, QuickBooks, Public Speaking, Microsoft Excel, Financial Accounting, Bookkeeping
Education
CSU Los Angeles 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Santa Monica College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Sarah D. Sayles's J.P. Morgan Experience August 2013 - December 2013
Job
Industry Public Policy
Experience
Omni La Costa Resort and Spa May 2015 - Present
Vail Resorts December 2014 - April 2015
Terra Strategies September 2014 - November 2014
Peace Corps March 2014 - May 2014
J.P. Morgan August 2013 - December 2013
Kaust Investment Management Company May 2012 - May 2013
National Education Association January 2012 - May 2012
Education
The University of Texas at San Antonio 2008 — 2011
MPA, Public Administration
San Diego State University-California State University 2003 — 2006
B.A., Political Science, French Language
La Sorbonne IV 2004 — 2005
Language immersion program, French civilization, French Language and Literature
University Paul Cezanne 2004 — 2005
Language immersion program, French Language and Literature
Omni La Costa Resort and Spa May 2015 - Present
Vail Resorts December 2014 - April 2015
Terra Strategies September 2014 - November 2014
Peace Corps March 2014 - May 2014
J.P. Morgan August 2013 - December 2013
Kaust Investment Management Company May 2012 - May 2013
National Education Association January 2012 - May 2012
Education
The University of Texas at San Antonio 2008 — 2011
MPA, Public Administration
San Diego State University-California State University 2003 — 2006
B.A., Political Science, French Language
La Sorbonne IV 2004 — 2005
Language immersion program, French civilization, French Language and Literature
University Paul Cezanne 2004 — 2005
Language immersion program, French Language and Literature
Jennifer Leal Jennifer Leal's J.P. Morgan Experience February 2012 - August 2013
Job Cust Svc Professional
Industry Telecommunications
Experience
Texas Department of Family and Protective Services April 2014 - Present
J.P. Morgan February 2012 - August 2013
GVTC May 2006 - March 2012
CenturyTel January 2005 - January 2006
Reliable Finance January 2004 - January 2005
Southern Union Gas Company January 1999 - January 2002
Skills
Customer Service, Merchandising, Retail, Inventory Management, Visual Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, Cashiering, Sales, Loss Prevention, Customer Satisfaction, Accounts Payable, Invoicing, Telecommunications
Education
San Antonio College 2012 — 2012
Victoria College 2001 — 2004
Gonzales High School 1994 — 1998
Texas Department of Family and Protective Services April 2014 - Present
J.P. Morgan February 2012 - August 2013
GVTC May 2006 - March 2012
CenturyTel January 2005 - January 2006
Reliable Finance January 2004 - January 2005
Southern Union Gas Company January 1999 - January 2002
Skills
Customer Service, Merchandising, Retail, Inventory Management, Visual Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, Cashiering, Sales, Loss Prevention, Customer Satisfaction, Accounts Payable, Invoicing, Telecommunications
Education
San Antonio College 2012 — 2012
Victoria College 2001 — 2004
Gonzales High School 1994 — 1998
Kristen Kirk Kristen Kirk's J.P. Morgan Experience July 2013 - April 2015
Job Experienced Documentation Specialist
Industry Financial Services
Experience
J.P. Morgan July 2013 - April 2015
Katharine & George Alexander Community Law Center - Worker's Rights Clinic January 2013 - May 2013
Law Foundation of Silicon Valley May 2012 - March 2013
Katharine & George Alexander Community Law Center - Consumer Law Program January 2012 - May 2012
Watsonville Law Center June 2011 - August 2011
UC Davis - Student Disability Center September 2009 - July 2010
E*TRADE Financial September 2005 - March 2006
Wells Fargo February 2005 - September 2005
Skills
Client Counseling, Community Outreach, Community Development, Recreation Planning, Therapeutic Recreation, Childcare, Customer Advocacy, Negotiation, Financial Services, Customer Service, Creative Writing, Letter Writing, FileMaker, Database Admin, Handle Confidential..., Client Contact, Client Intake, Public Speaking, Non-profit Volunteer, Research, Public Benefits, Persuasive Writing, Leadership, Youth Work, Experience Working with..., Communication Skills, Legal Research, Licensing, Lexis
Education
Santa Clara University 2010 — 2013
Doctor of Law (J.D.), Public Interest/Social Justice Emphasis
University of California, Davis 2008 — 2010
B.A. in English, with Honors, English Literature, Emphasis in Creative Writing
J.P. Morgan July 2013 - April 2015
Katharine & George Alexander Community Law Center - Worker's Rights Clinic January 2013 - May 2013
Law Foundation of Silicon Valley May 2012 - March 2013
Katharine & George Alexander Community Law Center - Consumer Law Program January 2012 - May 2012
Watsonville Law Center June 2011 - August 2011
UC Davis - Student Disability Center September 2009 - July 2010
E*TRADE Financial September 2005 - March 2006
Wells Fargo February 2005 - September 2005
Skills
Client Counseling, Community Outreach, Community Development, Recreation Planning, Therapeutic Recreation, Childcare, Customer Advocacy, Negotiation, Financial Services, Customer Service, Creative Writing, Letter Writing, FileMaker, Database Admin, Handle Confidential..., Client Contact, Client Intake, Public Speaking, Non-profit Volunteer, Research, Public Benefits, Persuasive Writing, Leadership, Youth Work, Experience Working with..., Communication Skills, Legal Research, Licensing, Lexis
Education
Santa Clara University 2010 — 2013
Doctor of Law (J.D.), Public Interest/Social Justice Emphasis
University of California, Davis 2008 — 2010
B.A. in English, with Honors, English Literature, Emphasis in Creative Writing
Drew Henriques, CFA Drew Henriques, CFA's J.P. Morgan Experience April 2014 - Present
Job Municipal Strategist in US Fixed Income Strategy at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Kemper Corporation September 2012 - April 2014
Moodys Corporation September 2010 - September 2012
Vanguard June 2009 - September 2010
Vanguard July 2008 - June 2009
SDSU Finance & Investment Society 2006 - 2008
Merrill Lynch Investment Managers August 2006 - May 2007
Skills
Fixed Income, Bloomberg, Series 7, Financial Analysis, Bonds, Investments, Portfolio Management, Financial Modeling, Series 63, Capital Markets, Mutual Funds, Equities, Asset Managment, Securities, Credit Analysis, Asset Allocation, Valuation, Derivatives, Investment Strategies, Fixed Income Analysis, Fixed Income Portfolio..., Institutional Portfolio..., Investment Management, Due Diligence, Wealth Management, Financial Services, Financial Risk, Structured Finance, Credit, Alternative Investments, Asset Management
Education
San Diego State University-California State University 2004 — 2008
BA, Finance
J.P. Morgan April 2014 - Present
Kemper Corporation September 2012 - April 2014
Moodys Corporation September 2010 - September 2012
Vanguard June 2009 - September 2010
Vanguard July 2008 - June 2009
SDSU Finance & Investment Society 2006 - 2008
Merrill Lynch Investment Managers August 2006 - May 2007
Skills
Fixed Income, Bloomberg, Series 7, Financial Analysis, Bonds, Investments, Portfolio Management, Financial Modeling, Series 63, Capital Markets, Mutual Funds, Equities, Asset Managment, Securities, Credit Analysis, Asset Allocation, Valuation, Derivatives, Investment Strategies, Fixed Income Analysis, Fixed Income Portfolio..., Institutional Portfolio..., Investment Management, Due Diligence, Wealth Management, Financial Services, Financial Risk, Structured Finance, Credit, Alternative Investments, Asset Management
Education
San Diego State University-California State University 2004 — 2008
BA, Finance
Andrew Weberg Andrew Weberg's J.P. Morgan Experience May 2012 - Present
Job Vice President Project Manager at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2012 - Present
J.P. Morgan Securities LLC October 2009 - May 2012
UBS Investment Bank February 2007 - October 2009
JPMorgan Chase 2006 - February 2007
Citigroup 2005 - 2006
Recycle6, Inc. 2000 - 2003
Skills
Options, Hedge Funds, Derivatives, GMI, Margin, Provision, iRise
Education
San Jose State University 1996 — 2000
B.S., Environmental Business
J.P. Morgan May 2012 - Present
J.P. Morgan Securities LLC October 2009 - May 2012
UBS Investment Bank February 2007 - October 2009
JPMorgan Chase 2006 - February 2007
Citigroup 2005 - 2006
Recycle6, Inc. 2000 - 2003
Skills
Options, Hedge Funds, Derivatives, GMI, Margin, Provision, iRise
Education
San Jose State University 1996 — 2000
B.S., Environmental Business
Jarrod Trefelner Jarrod Trefelner's J.P. Morgan Experience February 2013 - April 2014
Job VicePresident Commercial Loan Officer at CenterState Bank Central Florida, N.A.
Industry Financial Services
Experience
CenterState Bank April 2014 - Present
J.P. Morgan February 2013 - April 2014
PNC Bank June 2005 - February 2013
State Street 2004 - 2005
Varian Semiconductor 2000 - 2001
US Navy 1995 - 2000
Skills
Commercial Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Credit Risk, Risk Management, Commercial Lending, Credit
Education
University of Florida - Warrington College Of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Salem State College 2002 — 2004
Bachelor of Science (B.S.), Business Administration
CenterState Bank April 2014 - Present
J.P. Morgan February 2013 - April 2014
PNC Bank June 2005 - February 2013
State Street 2004 - 2005
Varian Semiconductor 2000 - 2001
US Navy 1995 - 2000
Skills
Commercial Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Credit Risk, Risk Management, Commercial Lending, Credit
Education
University of Florida - Warrington College Of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Salem State College 2002 — 2004
Bachelor of Science (B.S.), Business Administration
Michelle Fu Michelle Fu's J.P. Morgan Experience August 2015 - Present
Job Relationship banker JPMC
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Wells Fargo January 2014 - July 2015
Morgan Stanley Wealth Management April 2013 - December 2013
Gap Inc. July 2008 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Facebook, Retail, Marketing, Outlook, Merchandising, Market Research, Advertising, Financial Analysis, Public Speaking, Research, Data Entry, Marketing Communications, Analysis, Management, Critical Thinking
Education
San Francisco State University, College of Business 2012 — 2014
Bachelor of Science (BS), Marketing
J.P. Morgan August 2015 - Present
Wells Fargo January 2014 - July 2015
Morgan Stanley Wealth Management April 2013 - December 2013
Gap Inc. July 2008 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Facebook, Retail, Marketing, Outlook, Merchandising, Market Research, Advertising, Financial Analysis, Public Speaking, Research, Data Entry, Marketing Communications, Analysis, Management, Critical Thinking
Education
San Francisco State University, College of Business 2012 — 2014
Bachelor of Science (BS), Marketing
Camille Farnsworth-Schrader Camille Farnsworth-Schrader's J.P. Morgan Experience November 2007 - June 2011
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West July 2012 - Present
J.P. Morgan November 2007 - June 2011
Wells Fargo July 2006 - November 2007
Skills
Credit Analysis, Credit Portfolio..., Cross Selling, Underwriting, Loans, Portfolio Management, Commercial Lending, Wealth Management
Education
SDA Bocconi
Master of Business Administration (MBA)
UC Berkeley
Bachelor's degree
Bank of the West July 2012 - Present
J.P. Morgan November 2007 - June 2011
Wells Fargo July 2006 - November 2007
Skills
Credit Analysis, Credit Portfolio..., Cross Selling, Underwriting, Loans, Portfolio Management, Commercial Lending, Wealth Management
Education
SDA Bocconi
Master of Business Administration (MBA)
UC Berkeley
Bachelor's degree
Mahwish Qureshi Mahwish Qureshi's J.P. Morgan Experience December 2007 - December 2008
Job Financial Analyst
Industry Accounting
Experience
arvato Financial Solutions September 2014 - Present
BAEMS (Bay Area EMS) October 2011 - January 2014
J.P. Morgan December 2007 - December 2008
Dallas Independent School District August 2007 - November 2007
arvato Finance December 2005 - July 2007
Netpace June 2005 - November 2005
Skills
Financial Analysis, Account Reconciliation, Process Improvement, Business Process, Project Management, Financial reporting, Operations analysis, Account reconciliations, Management, GAAP, Internal Audit, Oracle Applications, Fraud and Risk Analysis, Financial Reporting, Finance, Microsoft Excel, QuickBooks
Education
San Jose State University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration, Finance
arvato Financial Solutions September 2014 - Present
BAEMS (Bay Area EMS) October 2011 - January 2014
J.P. Morgan December 2007 - December 2008
Dallas Independent School District August 2007 - November 2007
arvato Finance December 2005 - July 2007
Netpace June 2005 - November 2005
Skills
Financial Analysis, Account Reconciliation, Process Improvement, Business Process, Project Management, Financial reporting, Operations analysis, Account reconciliations, Management, GAAP, Internal Audit, Oracle Applications, Fraud and Risk Analysis, Financial Reporting, Finance, Microsoft Excel, QuickBooks
Education
San Jose State University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration, Finance
Chris Familton Chris Familton's J.P. Morgan Experience February 2013 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan April 2010 - February 2013
Deutsche Bank January 2007 - April 2010
Deutsche Bank December 2005 - February 2006
Skills
M&A experience, M&A execution, Leveraged Finance, Financial Sponsors, Corporate Finance, Financial Analysis, Business Acquisition...
Education
The University of Auckland 2002 — 2006
Bachelor of Arts (BA) honors, Economics, First class honors
The University of Auckland 2002 — 2006
Bachelor of Commerce (B.Com.), Information systems
The University of Auckland 2002 — 2006
Bachelor of Arts (BA), History
Institut d'Etudes politiques de Paris / Sciences Po Paris 2005 — 2005
BEI, Business and European Integration
Humanities Research Centre ANU 2004 — 2004
Summer Scholar, History
J.P. Morgan February 2013 - Present
J.P. Morgan April 2010 - February 2013
Deutsche Bank January 2007 - April 2010
Deutsche Bank December 2005 - February 2006
Skills
M&A experience, M&A execution, Leveraged Finance, Financial Sponsors, Corporate Finance, Financial Analysis, Business Acquisition...
Education
The University of Auckland 2002 — 2006
Bachelor of Arts (BA) honors, Economics, First class honors
The University of Auckland 2002 — 2006
Bachelor of Commerce (B.Com.), Information systems
The University of Auckland 2002 — 2006
Bachelor of Arts (BA), History
Institut d'Etudes politiques de Paris / Sciences Po Paris 2005 — 2005
BEI, Business and European Integration
Humanities Research Centre ANU 2004 — 2004
Summer Scholar, History
Frederick Bayles Frederick Bayles's J.P. Morgan Experience July 2013 - Present
Job Technology Investment Banking
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Haas School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Schnitzer West 2007 - 2010
Houlihan Lokey 2006 - 2007
Deloitte 2004 - 2006
Education
University of California, Berkeley, Haas School of Business 2011 — 2013
MBA
Seattle University
BBA
J.P. Morgan July 2013 - Present
Haas School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Schnitzer West 2007 - 2010
Houlihan Lokey 2006 - 2007
Deloitte 2004 - 2006
Education
University of California, Berkeley, Haas School of Business 2011 — 2013
MBA
Seattle University
BBA
Johnson Huynh Johnson Huynh's J.P. Morgan Experience October 2013 - October 2013
Job Helpdesk/ Desktop Support Specialist at Distribution International
Industry Information Technology and Services
Experience
Distribution International January 2014 - Present
ERGOS Technology Partners November 2013 - January 2014
J.P. Morgan October 2013 - October 2013
J.P. Morgan April 2013 - October 2013
Hewlett-Packard February 2008 - August 2009
Skills
Help Desk Support, Customer Service, Remote Desktop, AppSense, Microsoft Exchange, Troubleshooting, Microsoft Office, Social Networking, Teamwork, Technical Support, Powershell, Shell Scripting, Windows 7 Migration, Citrix, Active Directory, Mitel VoIP, Windows Server, Track-It, xendesktop, xenapp, Desktop support, ERP Software, Remedy Ticketing System, VNC, ConnectWise, TCP/IP, Group Policy, Networking, Windows 7, VPN, VMware, Hardware, Software Installation
Education
San Jacinto College 2013 — 2015
Associate's Degree, CIS
University of Houston 2007 — 2008
Architecture
Distribution International January 2014 - Present
ERGOS Technology Partners November 2013 - January 2014
J.P. Morgan October 2013 - October 2013
J.P. Morgan April 2013 - October 2013
Hewlett-Packard February 2008 - August 2009
Skills
Help Desk Support, Customer Service, Remote Desktop, AppSense, Microsoft Exchange, Troubleshooting, Microsoft Office, Social Networking, Teamwork, Technical Support, Powershell, Shell Scripting, Windows 7 Migration, Citrix, Active Directory, Mitel VoIP, Windows Server, Track-It, xendesktop, xenapp, Desktop support, ERP Software, Remedy Ticketing System, VNC, ConnectWise, TCP/IP, Group Policy, Networking, Windows 7, VPN, VMware, Hardware, Software Installation
Education
San Jacinto College 2013 — 2015
Associate's Degree, CIS
University of Houston 2007 — 2008
Architecture
Cathy Roberts's J.P. Morgan Experience February 2010 - February 2012
Job US Sales/Operations Executive Assistant
Industry Oil & Energy
Experience
Crescent Directional Drilling October 2014 - Present
MS Energy Services July 2014 - Present
MS Energy Services February 2011 - Present
J.P. Morgan February 2010 - February 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Cash Management, Banking, Credit, Sales, Cash, Training, Financial Analysis, Deposits, Oil, Outlook, Payroll, Data Entry, Invoicing, Administrative..., Energy Industry, Accounting, Financial Reporting, QuickBooks, Accounts Payable
Education
Sam Houston State University 2003 — 2008
Criminal Justice, Criminal Justice/Law Enforcement Administration
Conroe High School
Crescent Directional Drilling October 2014 - Present
MS Energy Services July 2014 - Present
MS Energy Services February 2011 - Present
J.P. Morgan February 2010 - February 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Cash Management, Banking, Credit, Sales, Cash, Training, Financial Analysis, Deposits, Oil, Outlook, Payroll, Data Entry, Invoicing, Administrative..., Energy Industry, Accounting, Financial Reporting, QuickBooks, Accounts Payable
Education
Sam Houston State University 2003 — 2008
Criminal Justice, Criminal Justice/Law Enforcement Administration
Conroe High School
Francis Reyes Francis Reyes's J.P. Morgan Experience 2000 - 2001
Job Director at UBS Investment Bank
Industry Commercial Real Estate
Experience
UBS Investment Bank July 2013 - Present
PricewaterhouseCoopers, LLP 2010 - 2013
Corvil Investors 2008 - 2013
UBS Investment Bank 2001 - 2007
J.P. Morgan 2000 - 2001
FINOVA Realty Capital / Belgravia Capital 1996 - 2000
Education
San Diego State University-California State University 1993 — 1996
Master of Business Administration (MBA)
University of San Diego 1989 — 1993
Bachelor of Business Administration (BBA)
UBS Investment Bank July 2013 - Present
PricewaterhouseCoopers, LLP 2010 - 2013
Corvil Investors 2008 - 2013
UBS Investment Bank 2001 - 2007
J.P. Morgan 2000 - 2001
FINOVA Realty Capital / Belgravia Capital 1996 - 2000
Education
San Diego State University-California State University 1993 — 1996
Master of Business Administration (MBA)
University of San Diego 1989 — 1993
Bachelor of Business Administration (BBA)
Nicholson Vickie Nicholson Vickie's J.P. Morgan Experience July 2003 - December 2008
Job Contracts/Financial Analyst at Houston Methodist Hospital
Industry Hospital & Health Care
Experience
Houston Methodist 2009 - Present
J.P. Morgan July 2003 - December 2008
Enron Corp. January 1991 - December 2001
Skills
Executive Support, Accounts Payable, Legal Contract Review, Process Improvement, Access, Financial Analysis, Management, Finance, Invoicing, Healthcare, Contract Management, HIPAA, Software Documentation, Research, Outlook, Visio, Healthcare Information..., Analysis
Education
San Jacinto College 1976 — 1979
San Jacinto College 1976 — 1978
Houston Methodist 2009 - Present
J.P. Morgan July 2003 - December 2008
Enron Corp. January 1991 - December 2001
Skills
Executive Support, Accounts Payable, Legal Contract Review, Process Improvement, Access, Financial Analysis, Management, Finance, Invoicing, Healthcare, Contract Management, HIPAA, Software Documentation, Research, Outlook, Visio, Healthcare Information..., Analysis
Education
San Jacinto College 1976 — 1979
San Jacinto College 1976 — 1978
Stephanie Wells Stephanie Wells's J.P. Morgan Experience November 2009 - April 2010
Job Sr. Corporate Counsel at SanDisk
Industry Law Practice
Experience
SanDisk March 2014 - Present
Latham & Watkins November 2007 - March 2014
J.P. Morgan November 2009 - April 2010
Latham & Watkins May 2006 - August 2006
Skills
Corporate Law, Corporate Finance, Securities Regulation, SEC filings, Corporate Governance, Capital Markets, Mergers & Acquisitions, Public Companies, IPO, Cross-border...
Education
University of California, Berkeley - School of Law 2005 — 2007
JD, Law
Santa Clara University School of Law 2004 — 2005
San Jose State University 1997 — 2002
BA, Child Development with Honors
Wilcox High School 1993 — 1997
SanDisk March 2014 - Present
Latham & Watkins November 2007 - March 2014
J.P. Morgan November 2009 - April 2010
Latham & Watkins May 2006 - August 2006
Skills
Corporate Law, Corporate Finance, Securities Regulation, SEC filings, Corporate Governance, Capital Markets, Mergers & Acquisitions, Public Companies, IPO, Cross-border...
Education
University of California, Berkeley - School of Law 2005 — 2007
JD, Law
Santa Clara University School of Law 2004 — 2005
San Jose State University 1997 — 2002
BA, Child Development with Honors
Wilcox High School 1993 — 1997
Boris Ashman Boris Ashman's J.P. Morgan Experience July 1999 - March 2001
Job IT consultant at CME Group
Industry Information Technology and Services
Experience
CME Group June 2011 - Present
Standard & Poor's November 2009 - February 2011
Bank of America May 2008 - July 2009
Barclays Capital November 2003 - December 2007
NumeriX April 2001 - December 2002
J.P. Morgan July 1999 - March 2001
Sapient May 1996 - July 1999
Magic Solutions March 1995 - April 1996
LPF Software, St.Petersburg, Russia 1992 - 1994
National Library of Russia, St.Petersburg, Russia 1987 - 1991
Skills
C++, C#, Java, Matlab, SQL, Business Analysis, Design Patterns, Derivatives, Databases, Multithreading, Fixed Income, Credit Risk
Education
Saint Petersburg State University 1988 — 1989
Certification, Computer Programming
Saint Petersburg State Electrotechnical University "LETI" 1977 — 1984
MS, Solid State Physics and Math
CME Group June 2011 - Present
Standard & Poor's November 2009 - February 2011
Bank of America May 2008 - July 2009
Barclays Capital November 2003 - December 2007
NumeriX April 2001 - December 2002
J.P. Morgan July 1999 - March 2001
Sapient May 1996 - July 1999
Magic Solutions March 1995 - April 1996
LPF Software, St.Petersburg, Russia 1992 - 1994
National Library of Russia, St.Petersburg, Russia 1987 - 1991
Skills
C++, C#, Java, Matlab, SQL, Business Analysis, Design Patterns, Derivatives, Databases, Multithreading, Fixed Income, Credit Risk
Education
Saint Petersburg State University 1988 — 1989
Certification, Computer Programming
Saint Petersburg State Electrotechnical University "LETI" 1977 — 1984
MS, Solid State Physics and Math
Tom (home) Graney Tom (home) Graney's J.P. Morgan Experience February 2014 - Present
Job Publisher at J.P. Morgan
Industry Motion Pictures and Film
Experience
J.P. Morgan February 2014 - Present
Hollywood Outsider August 2010 - Present
Banc of America Securities July 2003 - March 2009
CECO STUDIOS 1998 - 2000
Skills
Film Production, Dreamweaver, Photoshop, Writing, Film, Word, Screenwriting, Microsoft Word, Post Production, Final Cut Pro, Television, Video Production, Singing, Independent Film, Producing, Directing, Commercials, Music Videos, Feature Films, Final Cut Studio, Documentaries, Drama, Video, Short Films, Voice Over, Comedy, Final Draft, Film Editing, Acting, Stage, Sketch Comedy, Voice Acting, Theatre, Storytelling, Cinematography, Entertainment, Camera, Improvisation, Playwriting
Education
School of Visual Arts 1984 — 1987
Ramapo Regional High School
J.P. Morgan February 2014 - Present
Hollywood Outsider August 2010 - Present
Banc of America Securities July 2003 - March 2009
CECO STUDIOS 1998 - 2000
Skills
Film Production, Dreamweaver, Photoshop, Writing, Film, Word, Screenwriting, Microsoft Word, Post Production, Final Cut Pro, Television, Video Production, Singing, Independent Film, Producing, Directing, Commercials, Music Videos, Feature Films, Final Cut Studio, Documentaries, Drama, Video, Short Films, Voice Over, Comedy, Final Draft, Film Editing, Acting, Stage, Sketch Comedy, Voice Acting, Theatre, Storytelling, Cinematography, Entertainment, Camera, Improvisation, Playwriting
Education
School of Visual Arts 1984 — 1987
Ramapo Regional High School
Pat Dunn Pat Dunn's J.P. Morgan Experience 2007 - 2011
Job Business Development and Investment Adviser at Financial Benefit Services
Industry Financial Services
Experience
Financial Benefit Services September 2014 - Present
Cornerstone Financial July 2011 - November 2014
J.P. Morgan 2007 - 2011
Skills
Employee Benefits, Wealth Management..., Retirement Planning, Series 7, Securities, FINRA, Finance
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance
Salisbury University - Perdue School of Business 2003 — 2007
BA, Finance
St. John's College High School 2000 — 2003
Financial Benefit Services September 2014 - Present
Cornerstone Financial July 2011 - November 2014
J.P. Morgan 2007 - 2011
Skills
Employee Benefits, Wealth Management..., Retirement Planning, Series 7, Securities, FINRA, Finance
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance
Salisbury University - Perdue School of Business 2003 — 2007
BA, Finance
St. John's College High School 2000 — 2003
Andrew Trabucco PMP, MBA Andrew Trabucco PMP, MBA's J.P. Morgan Experience July 2010 - August 2013
Job Vice President Project Manager Global Security and Investigation at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - July 2010
Citigroup May 2005 - June 2009
Fiserv August 2004 - May 2005
Morgan Stanley February 2000 - August 2004
Prudential Financial May 1998 - February 2000
Morgan Stanley February 1997 - May 1998
Japan Leasing Inc. September 1995 - December 1996
Chase Manhattan Corporation November 1993 - July 1995
Skills
Business Analysis, Fixed Income, Equities, Financial Services, Derivatives, Securities, Asset Management, Hedge Funds, Program Management, Process Improvement, Mutual Funds, Investments, Alternative Investments, Trading, Outsourcing, Management, Due Diligence, Finance, Middle Office, User Acceptance Testing
Education
Saint Peter's University 2007 — 2010
MBA, Finance
Stony Brook University 1988 — 1992
BA, Economics and Social Sciences Interdisciplinary
New Dorp High School 1984 — 1987
JPMorgan Chase September 2013 - Present
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - July 2010
Citigroup May 2005 - June 2009
Fiserv August 2004 - May 2005
Morgan Stanley February 2000 - August 2004
Prudential Financial May 1998 - February 2000
Morgan Stanley February 1997 - May 1998
Japan Leasing Inc. September 1995 - December 1996
Chase Manhattan Corporation November 1993 - July 1995
Skills
Business Analysis, Fixed Income, Equities, Financial Services, Derivatives, Securities, Asset Management, Hedge Funds, Program Management, Process Improvement, Mutual Funds, Investments, Alternative Investments, Trading, Outsourcing, Management, Due Diligence, Finance, Middle Office, User Acceptance Testing
Education
Saint Peter's University 2007 — 2010
MBA, Finance
Stony Brook University 1988 — 1992
BA, Economics and Social Sciences Interdisciplinary
New Dorp High School 1984 — 1987
Anthony Luscri's J.P. Morgan Experience 2006 - 2013
Job Director, Investor Relations at VMware
Industry Financial Services
Experience
VMware 2013 - Present
J.P. Morgan 2006 - 2013
FBR 2004 - 2006
Applied Materials 2000 - 2004
ALZA Corporation 1998 - 2000
Applied Materials 1996 - 1998
Education
Santa Clara University 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (B.S.), Chemical Engineering
VMware 2013 - Present
J.P. Morgan 2006 - 2013
FBR 2004 - 2006
Applied Materials 2000 - 2004
ALZA Corporation 1998 - 2000
Applied Materials 1996 - 1998
Education
Santa Clara University 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (B.S.), Chemical Engineering
David Travis Dingledine David Travis Dingledine's J.P. Morgan Experience July 2013 - Present
Job Investment Associate JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
St. Louis Children's Hospital January 2012 - January 2014
Contemporary Art Museum St. Louis September 2012 - December 2013
J.P. Morgan July 2010 - June 2013
Country Financial June 2009 - July 2010
St. Louis Children's Hospital February 2008 - April 2009
OSF Saint Francis Medical Center June 2008 - August 2008
OSF Saint Francis Medical Center June 2007 - August 2007
Skills
Leadership
Education
Saint Louis University 2005 — 2009
B.S.B.A., Economics, Minor in International Business
J.P. Morgan July 2013 - Present
St. Louis Children's Hospital January 2012 - January 2014
Contemporary Art Museum St. Louis September 2012 - December 2013
J.P. Morgan July 2010 - June 2013
Country Financial June 2009 - July 2010
St. Louis Children's Hospital February 2008 - April 2009
OSF Saint Francis Medical Center June 2008 - August 2008
OSF Saint Francis Medical Center June 2007 - August 2007
Skills
Leadership
Education
Saint Louis University 2005 — 2009
B.S.B.A., Economics, Minor in International Business
Patrick Glaze's J.P. Morgan Experience April 2014 - January 2015
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Rebecca Orpia, CPA Rebecca Orpia, CPA's J.P. Morgan Experience May 2015 - Present
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
JPMorgan Chase September 2012 - Present
JPMorgan Chase February 2009 - August 2012
Skills
Account Reconciliation, Financial Accounting, Auditing, Accounting, Access, Tax, Financial Analysis, Risk Management, Bloomberg, Financial Services, Finance, Fund Accounting, Microsoft Excel, Sarbanes-Oxley Act, Banking, Financial Reporting, General Ledger, Valuation, Internal Controls, Cash Management, Mutual Funds, Financial Modeling, Internal Audit, Financial Statements, Corporate Finance
Education
University of the Philippines
Short Courses, Visual Basic.Net
Saint Louis University (PH)
Bachelor of Science (B.S.), Accountancy
J.P. Morgan May 2015 - Present
JPMorgan Chase September 2012 - Present
JPMorgan Chase February 2009 - August 2012
Skills
Account Reconciliation, Financial Accounting, Auditing, Accounting, Access, Tax, Financial Analysis, Risk Management, Bloomberg, Financial Services, Finance, Fund Accounting, Microsoft Excel, Sarbanes-Oxley Act, Banking, Financial Reporting, General Ledger, Valuation, Internal Controls, Cash Management, Mutual Funds, Financial Modeling, Internal Audit, Financial Statements, Corporate Finance
Education
University of the Philippines
Short Courses, Visual Basic.Net
Saint Louis University (PH)
Bachelor of Science (B.S.), Accountancy
Sylvia Ender Sylvia Ender's J.P. Morgan Experience January 1993 - June 1995
Job Former Owner, Fitness Express Manhattan, Inc.
Industry Recreational Facilities and Services
Experience
Fitness Express Manhattan, Inc. October 2004 - January 2008
Viacom October 1996 - August 2003
Coopers & Lybrand August 1995 - October 1996
J.P. Morgan January 1993 - June 1995
Electronic Data Systems January 1988 - November 1992
Education
San Diego State University-California State University 1980 — 1986
B.S. & M.S., Business/Finance
Fitness Express Manhattan, Inc. October 2004 - January 2008
Viacom October 1996 - August 2003
Coopers & Lybrand August 1995 - October 1996
J.P. Morgan January 1993 - June 1995
Electronic Data Systems January 1988 - November 1992
Education
San Diego State University-California State University 1980 — 1986
B.S. & M.S., Business/Finance
Sarah Horsch Sarah Horsch's J.P. Morgan Experience July 2014 - Present
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Chase January 2011 - July 2014
U.S. Bank January 2010 - December 2010
Skills
Financial Services, Financial Planning, Client Services, Sales, Customer Service, Organizational..., Banking, Retail Banking, Relationship Management, Microsoft Excel, Leadership
Education
Scottsdale Community College
J.P. Morgan July 2014 - Present
Chase January 2011 - July 2014
U.S. Bank January 2010 - December 2010
Skills
Financial Services, Financial Planning, Client Services, Sales, Customer Service, Organizational..., Banking, Retail Banking, Relationship Management, Microsoft Excel, Leadership
Education
Scottsdale Community College
Annie Tang Annie Tang's J.P. Morgan Experience December 2012 - Present
Job JPMorgan Private Bank Underwriter NMLS#1010852
Industry Financial Services
Experience
J.P. Morgan December 2012 - Present
JPMorgan Chase March 2011 - November 2012
Citi July 2005 - April 2009
Skills
Portfolio Management, Financial Modeling, Banking, Investments, Financial Analysis, Corporate Finance, Risk Management, Fixed Income, Valuation, Derivatives, Compliance, Time Management, Critical Thinking, Mathematics, Customer Service, Underwriting, Credit Risk, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Credit
Education
San Francisco State University 2000 — 2005
Bachelor's degree, Economics
J.P. Morgan December 2012 - Present
JPMorgan Chase March 2011 - November 2012
Citi July 2005 - April 2009
Skills
Portfolio Management, Financial Modeling, Banking, Investments, Financial Analysis, Corporate Finance, Risk Management, Fixed Income, Valuation, Derivatives, Compliance, Time Management, Critical Thinking, Mathematics, Customer Service, Underwriting, Credit Risk, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Credit
Education
San Francisco State University 2000 — 2005
Bachelor's degree, Economics
Scott Dworshak Scott Dworshak's J.P. Morgan Experience January 2014 - November 2014
Job Vice President, Corporate Strategy at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation November 2014 - Present
J.P. Morgan January 2014 - November 2014
J.P. Morgan July 2010 - December 2013
Booz Allen Hamilton February 2003 - June 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance and Economics
Santa Clara University 1999 — 2002
Bachelor of Science, Management
First Data Corporation November 2014 - Present
J.P. Morgan January 2014 - November 2014
J.P. Morgan July 2010 - December 2013
Booz Allen Hamilton February 2003 - June 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance and Economics
Santa Clara University 1999 — 2002
Bachelor of Science, Management
Jean Gross Jean Gross's J.P. Morgan Experience September 1998 - April 2000
Job Product expert in electronic and screen trading (fixed income and derivatives)
Industry Financial Services
Experience
Creditex August 2010 - October 2012
Creditex July 2007 - August 2010
Creditex March 2005 - July 2007
Credit Derivatives Research, LLC April 2003 - March 2005
Gimme Credit (independent corporate bond research) February 2002 - April 2003
The Proxy Monitor, Inc. (part of Institutional Shareholder Services since 2001) April 2000 - November 2001
J.P. Morgan September 1998 - April 2000
Skills
Fixed Income, Electronic Trading, Trading, Bonds, Derivatives, Trading Systems, Financial Markets, Market Data, Credit Derivatives
Education
Sarah Lawrence College
Bachelor's degree
Gonzaga-in-Florence
Gonzaga-in-Florence
Creditex August 2010 - October 2012
Creditex July 2007 - August 2010
Creditex March 2005 - July 2007
Credit Derivatives Research, LLC April 2003 - March 2005
Gimme Credit (independent corporate bond research) February 2002 - April 2003
The Proxy Monitor, Inc. (part of Institutional Shareholder Services since 2001) April 2000 - November 2001
J.P. Morgan September 1998 - April 2000
Skills
Fixed Income, Electronic Trading, Trading, Bonds, Derivatives, Trading Systems, Financial Markets, Market Data, Credit Derivatives
Education
Sarah Lawrence College
Bachelor's degree
Gonzaga-in-Florence
Gonzaga-in-Florence
Katherine Klabau Katherine Klabau's J.P. Morgan Experience 2008 - 2009
Job People & Change Manager at KPMG
Industry Management Consulting
Experience
KPMG November 2012 - Present
American Express June 2010 - August 2010
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
J.P. Morgan 2005 - 2006
Merrill Lynch 2003 - 2005
Ropes & Gray LLP 2001 - 2003
Skills
Derivatives, Strategy, Maintaining Strong..., Project Management, Management Consulting, Financial Services
Education
University of Michigan Ross School of BusinessSchool of Natural Resources and the Environment 2009 — 2012
Dual MBAMS, Corporate Strategy, Organizational & Behavioral Change
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Strategy, Finance, Human Resource Management
Wellesley College 1997 — 2001
Bachelor of Arts (B.A.), Major in History and Minor in Economics
University of Sydney 2000 — 2000
Study Abroad, Asian History
School for International Training 1999 — 2000
Study Abroad, Tibetan Studies
University of Michigan - School of Natural Resources and the Environment
Master of Science (M.S.), Organizational and Behavioral Change, Environmental Law & Policy
KPMG November 2012 - Present
American Express June 2010 - August 2010
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
J.P. Morgan 2005 - 2006
Merrill Lynch 2003 - 2005
Ropes & Gray LLP 2001 - 2003
Skills
Derivatives, Strategy, Maintaining Strong..., Project Management, Management Consulting, Financial Services
Education
University of Michigan Ross School of BusinessSchool of Natural Resources and the Environment 2009 — 2012
Dual MBAMS, Corporate Strategy, Organizational & Behavioral Change
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Strategy, Finance, Human Resource Management
Wellesley College 1997 — 2001
Bachelor of Arts (B.A.), Major in History and Minor in Economics
University of Sydney 2000 — 2000
Study Abroad, Asian History
School for International Training 1999 — 2000
Study Abroad, Tibetan Studies
University of Michigan - School of Natural Resources and the Environment
Master of Science (M.S.), Organizational and Behavioral Change, Environmental Law & Policy
Fred Gacutan Fred Gacutan's J.P. Morgan Experience February 1996 - August 1998
Job Desktop Systems Specialist III at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. June 2011 - Present
Dolby Laboratories November 2009 - June 2011
Apple Inc. April 2009 - November 2009
Mervyns November 2005 - October 2008
Gap Inc. December 1998 - November 2005
J.P. Morgan February 1996 - August 1998
KPMG February 1995 - January 1996
Education
San Francisco State University 1987 — 1994
BS, Computer Information Systems
George Washington High, SF 1983 — 1987
Williams-Sonoma, Inc. June 2011 - Present
Dolby Laboratories November 2009 - June 2011
Apple Inc. April 2009 - November 2009
Mervyns November 2005 - October 2008
Gap Inc. December 1998 - November 2005
J.P. Morgan February 1996 - August 1998
KPMG February 1995 - January 1996
Education
San Francisco State University 1987 — 1994
BS, Computer Information Systems
George Washington High, SF 1983 — 1987
Frank Ronquillo Frank Ronquillo's J.P. Morgan Experience October 2007 - June 2015
Job Retirement Plan Consultant, providing 401k solutions to plan sponsors to improve retirement readiness.
Industry Financial Services
Experience
ADP July 2015 - Present
J.P. Morgan October 2007 - June 2015
AXA Advisors September 2005 - October 2007
Madison Trading 2004 - 2005
OppenheimerFunds 2000 - 2004
Skills
Equities, Investments, Series 7, Finance, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Hedge Funds, Asset Management, Securities, Portfolio Management, Bloomberg, Retirement Planning, Defined Contribution, Retirement Plan..., Retirement Savings, Trading, 401k, Financial Services, Financial Analysis, Investment Advisory, Investment Strategies, Retirement
Education
St. Peter's College 1995 — 1999
Bachelors of Science, Business
Old Bridge High School
ADP July 2015 - Present
J.P. Morgan October 2007 - June 2015
AXA Advisors September 2005 - October 2007
Madison Trading 2004 - 2005
OppenheimerFunds 2000 - 2004
Skills
Equities, Investments, Series 7, Finance, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Hedge Funds, Asset Management, Securities, Portfolio Management, Bloomberg, Retirement Planning, Defined Contribution, Retirement Plan..., Retirement Savings, Trading, 401k, Financial Services, Financial Analysis, Investment Advisory, Investment Strategies, Retirement
Education
St. Peter's College 1995 — 1999
Bachelors of Science, Business
Old Bridge High School
Glen Umberger's J.P. Morgan Experience November 2012 - May 2013
Job M.F.A. Architectural History
Industry Museums and Institutions
Experience
James Oglethorpe Chapter, Society of Architectural Historians July 2014 - May 2015
NYC Department of Cultural Affairs June 2014 - June 2014
The Athenaeum of Philadelphia June 2013 - January 2014
Philadelphia City Hall Tours June 2013 - August 2013
J.P. Morgan November 2012 - May 2013
The New York Landmarks Conservancy July 2012 - November 2012
Fragomen, Del Rey, Bernsen & Loewy January 2011 - March 2012
Long and Foster Real Estate May 2006 - December 2010
Pepper Hamilton LLP 2002 - 2006
Fox Rothschild LLP April 2005 - August 2005
Skills
Recruiting, Event Planning, Interviewing Skills, Managing Database, Digital Photography, Public Lectures, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher, Editing, Budgets, Event Management, Research, Social Media, Interviews, History, Management, PowerPoint, Marketing
Education
Savannah College of Art and Design 2013 — 2015
Master of Fine Arts (MFA), Architectural History and Criticism
University of Delaware 1986 — 1990
Bachelor of Arts, Foreign Language--Spanish
The Philadelphia Institute for Paralegal Training 1994 — 1995
Diploma, International Trade Law & Business
Central Bucks High School West 1985 — 1986
Diploma
James Oglethorpe Chapter, Society of Architectural Historians July 2014 - May 2015
NYC Department of Cultural Affairs June 2014 - June 2014
The Athenaeum of Philadelphia June 2013 - January 2014
Philadelphia City Hall Tours June 2013 - August 2013
J.P. Morgan November 2012 - May 2013
The New York Landmarks Conservancy July 2012 - November 2012
Fragomen, Del Rey, Bernsen & Loewy January 2011 - March 2012
Long and Foster Real Estate May 2006 - December 2010
Pepper Hamilton LLP 2002 - 2006
Fox Rothschild LLP April 2005 - August 2005
Skills
Recruiting, Event Planning, Interviewing Skills, Managing Database, Digital Photography, Public Lectures, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher, Editing, Budgets, Event Management, Research, Social Media, Interviews, History, Management, PowerPoint, Marketing
Education
Savannah College of Art and Design 2013 — 2015
Master of Fine Arts (MFA), Architectural History and Criticism
University of Delaware 1986 — 1990
Bachelor of Arts, Foreign Language--Spanish
The Philadelphia Institute for Paralegal Training 1994 — 1995
Diploma, International Trade Law & Business
Central Bucks High School West 1985 — 1986
Diploma
Victoria Khalatyan Victoria Khalatyan's J.P. Morgan Experience April 2010 - November 2010
Job Graphic Designer
Industry Graphic Design
Experience
Capital Group 2014 - Present
AAAZA, Inc. October 2013 - May 2014
BlackRock September 2012 - August 2013
J.P. Morgan April 2010 - November 2010
Automation Graphics 2002 - 2010
Crossroads Films 2000 - 2002
The William Morris Agency February 1995 - January 1996
Skills
Corporate Identity, Adobe Creative Suite, Art Direction, QuarkXPress, Graphic Design, Typography, Illustrator, Brochures, Corporate Branding, InDesign, Branding & Identity, Creative Direction, Brand Development, Photoshop, Mac, Graphics, Logo Design, Fashion
Education
School of Visual Arts 1999 — 2001
Master of Fine Arts (MFA), Computer Art
University of New Orleans 1991 — 1994
Bachelor of Arts (B.A.), Painting
Capital Group 2014 - Present
AAAZA, Inc. October 2013 - May 2014
BlackRock September 2012 - August 2013
J.P. Morgan April 2010 - November 2010
Automation Graphics 2002 - 2010
Crossroads Films 2000 - 2002
The William Morris Agency February 1995 - January 1996
Skills
Corporate Identity, Adobe Creative Suite, Art Direction, QuarkXPress, Graphic Design, Typography, Illustrator, Brochures, Corporate Branding, InDesign, Branding & Identity, Creative Direction, Brand Development, Photoshop, Mac, Graphics, Logo Design, Fashion
Education
School of Visual Arts 1999 — 2001
Master of Fine Arts (MFA), Computer Art
University of New Orleans 1991 — 1994
Bachelor of Arts (B.A.), Painting
Reilly Noetzel's J.P. Morgan Experience May 2012 - September 2012
Job J.D. Candidate at Indiana University, Maurer School of Law
Industry Law Practice
Experience
Conservation Law Clinic August 2015 - Present
Alcorn, Sage, Schwartz & Magrath, LLP May 2015 - Present
Pennsylvania Office of General Counsel May 2014 - Present
Trago Mechanical, Inc. April 2005 - August 2013
J.P. Morgan May 2012 - September 2012
Ware Institute for Civic Engagement June 2010 - May 2012
Office of the Public Defender June 2011 - August 2011
Skills
Research, Volunteer Recruiting, French, Volunteer Management, Microsoft Excel, Legal Research, Public Speaking, Microsoft Word, Microsoft Office, Nonprofits, Modern Standard Arabic, German, PowerPoint, Community Outreach, Team Building, Computer Proficiency, Non-profit Program..., Non-profits, Social Media, Analysis, Social Networking, SPSS, Proposal Writing, Program Development, Project Management, Legal Writing, Westlaw, Fundraising, Editing, Data Analysis, Government, Community Development, Policy, Windows, Critical Thinking, Political Science, OS X, Family Law, Family Mediation, Estate Planning
Education
Indiana University School of Law—Bloomington 2013 — 2016
Doctor of Law (JD)
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
School of Oriental and African Studies, U. of London 2011 — 2011
Bachelor of Arts (B.A.), Arabic Language and Literature
Penn Manor High School 2005 — 2009
Conservation Law Clinic August 2015 - Present
Alcorn, Sage, Schwartz & Magrath, LLP May 2015 - Present
Pennsylvania Office of General Counsel May 2014 - Present
Trago Mechanical, Inc. April 2005 - August 2013
J.P. Morgan May 2012 - September 2012
Ware Institute for Civic Engagement June 2010 - May 2012
Office of the Public Defender June 2011 - August 2011
Skills
Research, Volunteer Recruiting, French, Volunteer Management, Microsoft Excel, Legal Research, Public Speaking, Microsoft Word, Microsoft Office, Nonprofits, Modern Standard Arabic, German, PowerPoint, Community Outreach, Team Building, Computer Proficiency, Non-profit Program..., Non-profits, Social Media, Analysis, Social Networking, SPSS, Proposal Writing, Program Development, Project Management, Legal Writing, Westlaw, Fundraising, Editing, Data Analysis, Government, Community Development, Policy, Windows, Critical Thinking, Political Science, OS X, Family Law, Family Mediation, Estate Planning
Education
Indiana University School of Law—Bloomington 2013 — 2016
Doctor of Law (JD)
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
School of Oriental and African Studies, U. of London 2011 — 2011
Bachelor of Arts (B.A.), Arabic Language and Literature
Penn Manor High School 2005 — 2009
Felice Li's J.P. Morgan Experience 2015 - September 2015
Job J.P. Morgan Asia Pacific Portfolio Investment Challenge Participant
Industry Investment Management
Experience
J.P. Morgan 2015 - September 2015
UNIQLO 2013 - 2014
The Salvation Army September 2007 - 2014
Uniqlo 2012 - 2013
California Pacific Medical Center Research Institute October 2009 - January 2010
Education
University of California, San Diego
Economics & Chinese Studies
San Francisco State University
Business Administration
Lowell High School
Cumberland Chinese School
Valedictorian in junior high graduating class (初中三畢業生上學期: 排名第一名), Chinese: Cantonese
J.P. Morgan 2015 - September 2015
UNIQLO 2013 - 2014
The Salvation Army September 2007 - 2014
Uniqlo 2012 - 2013
California Pacific Medical Center Research Institute October 2009 - January 2010
Education
University of California, San Diego
Economics & Chinese Studies
San Francisco State University
Business Administration
Lowell High School
Cumberland Chinese School
Valedictorian in junior high graduating class (初中三畢業生上學期: 排名第一名), Chinese: Cantonese
Eric Amonson Eric Amonson's J.P. Morgan Experience 2008 - 2012
Job Business Development Manager at Forte Group Inc.
Industry Management Consulting
Experience
Forte Group Inc. August 2015 - Present
The Evanston Group November 2013 - July 2015
ALPHA Global Exchange January 2013 - September 2013
J.P. Morgan 2008 - 2012
Skills
Trading, Market Analysis, Investments, New Business Development, Customer Retention, Team Leadership, Financial Services, Customer Experience, Management, Business Development, Onboarding, Corporate Communications, Exchange Traded..., Banking, Team Management, IT Solutions, Hands-on Problem Solver, Process Improvement, Thought Leadership, Leadership, Business Strategy, CRM, Commodity, Risk Management, Hedge Funds, Options, Consulting, Portfolio Management, Finance, Start-ups, FX Options
Education
Seattle Pacific University 1988 — 1991
Bachelor of Applied Science (BASc), Business Emphasis
Forte Group Inc. August 2015 - Present
The Evanston Group November 2013 - July 2015
ALPHA Global Exchange January 2013 - September 2013
J.P. Morgan 2008 - 2012
Skills
Trading, Market Analysis, Investments, New Business Development, Customer Retention, Team Leadership, Financial Services, Customer Experience, Management, Business Development, Onboarding, Corporate Communications, Exchange Traded..., Banking, Team Management, IT Solutions, Hands-on Problem Solver, Process Improvement, Thought Leadership, Leadership, Business Strategy, CRM, Commodity, Risk Management, Hedge Funds, Options, Consulting, Portfolio Management, Finance, Start-ups, FX Options
Education
Seattle Pacific University 1988 — 1991
Bachelor of Applied Science (BASc), Business Emphasis
Brittney Coates Brittney Coates's J.P. Morgan Experience August 2014 - June 2015
Job Recruiting Coordinator at Instacart
Industry Human Resources
Experience
Instacart June 2015 - Present
Easter Seals, Inc. August 2006 - Present
J.P. Morgan August 2014 - June 2015
Brunswick Group February 2014 - August 2014
Brunswick Group March 2013 - February 2014
Broadway Dental May 2009 - December 2012
Saint Mary's College of California 2008 - 2012
Skills
Nanny, Special Needs, Non-profits, Community Outreach, Public Speaking, Event Planning, Fundraising, PowerPoint, Facebook, Social Media, Social Networking, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Public Relations, Outlook, Research, Social Media Marketing, Event Management, Leadership, Customer Service
Education
Saint Mary's College of California 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Instacart June 2015 - Present
Easter Seals, Inc. August 2006 - Present
J.P. Morgan August 2014 - June 2015
Brunswick Group February 2014 - August 2014
Brunswick Group March 2013 - February 2014
Broadway Dental May 2009 - December 2012
Saint Mary's College of California 2008 - 2012
Skills
Nanny, Special Needs, Non-profits, Community Outreach, Public Speaking, Event Planning, Fundraising, PowerPoint, Facebook, Social Media, Social Networking, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Public Relations, Outlook, Research, Social Media Marketing, Event Management, Leadership, Customer Service
Education
Saint Mary's College of California 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Donna Brennan Donna Brennan's J.P. Morgan Experience 2006 - 2014
Job EBT Technical Writer at FIS
Industry Financial Services
Experience
FIS May 2015 - Present
J.P. Morgan 2006 - 2014
The Quest Group, Inc. October 2003 - March 2006
Wilkes Reporting Service 1994 - 2003
Citibank, N.A. October 1979 - April 1993
Skills
EBT, Technical Writing, Technical Communication, Technical Documentation, Requirements Analysis, Software Documentation, Business Analysis, Requirements Gathering, Business Requirements, Risk Management, Project Delivery, Process Improvement, Financial Services, Microsoft Word, PowerPoint, SharePoint, Version Control, Microsoft Excel, Author-it, Content Writing, Content Management, Structured Authoring, Documentation, Document Management, Archival Management, Copy Editing, Proofreading, Editing, Banking, SDLC, Photoshop
Education
Society for Technical Communication 2011 — 2014
Technical Communication 101
Scripps College 1975 — 1978
Bachelor of Arts (B.A.), Fine and Studio Arts/Humanities
FIS May 2015 - Present
J.P. Morgan 2006 - 2014
The Quest Group, Inc. October 2003 - March 2006
Wilkes Reporting Service 1994 - 2003
Citibank, N.A. October 1979 - April 1993
Skills
EBT, Technical Writing, Technical Communication, Technical Documentation, Requirements Analysis, Software Documentation, Business Analysis, Requirements Gathering, Business Requirements, Risk Management, Project Delivery, Process Improvement, Financial Services, Microsoft Word, PowerPoint, SharePoint, Version Control, Microsoft Excel, Author-it, Content Writing, Content Management, Structured Authoring, Documentation, Document Management, Archival Management, Copy Editing, Proofreading, Editing, Banking, SDLC, Photoshop
Education
Society for Technical Communication 2011 — 2014
Technical Communication 101
Scripps College 1975 — 1978
Bachelor of Arts (B.A.), Fine and Studio Arts/Humanities
Frank Cameron Page Frank Cameron Page's J.P. Morgan Experience 2007 - 2008
Job Principal, Vice President of Finance at Redmont Capital
Industry Venture Capital & Private Equity
Experience
Redmont Capital November 2014 - Present
PwC December 2011 - November 2014
Lakes Property 2008 - 2010
J.P. Morgan 2007 - 2008
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Real Estate
Samford University 2011 — 2011
Master of Business Administration (MBA) and Master of Accounting (MAcc)
Redmont Capital November 2014 - Present
PwC December 2011 - November 2014
Lakes Property 2008 - 2010
J.P. Morgan 2007 - 2008
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Real Estate
Samford University 2011 — 2011
Master of Business Administration (MBA) and Master of Accounting (MAcc)
Sharon MacMillan Sharon MacMillan's J.P. Morgan Experience March 2013 - June 2013
Job Sr. Executive Assistant
Industry Financial Services
Experience
Independent Consultant - Los Angeles, CA and New York, NY June 2013 - Present
J.P. Morgan March 2013 - June 2013
Capital Group October 2012 - February 2013
OppenheimerFunds, Inc. May 2009 - April 2012
OppenheimerFunds, Inc. February 2004 - May 2009
Holsted Marketing, Inc. September 2003 - January 2004
Goldman Sachs 2002 - 2003
Technical Connections, Inc. October 1996 - February 2002
Skills
Equities, Asset Managment, Risk Management, Investments, Microsoft Office, Mutual Funds, Administrative..., Financial Analysis, Business Analysis, Travel Arrangements, Outlook, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Asset Management, Securities
Education
Santa Monica College 1990 — 1992
Independent Consultant - Los Angeles, CA and New York, NY June 2013 - Present
J.P. Morgan March 2013 - June 2013
Capital Group October 2012 - February 2013
OppenheimerFunds, Inc. May 2009 - April 2012
OppenheimerFunds, Inc. February 2004 - May 2009
Holsted Marketing, Inc. September 2003 - January 2004
Goldman Sachs 2002 - 2003
Technical Connections, Inc. October 1996 - February 2002
Skills
Equities, Asset Managment, Risk Management, Investments, Microsoft Office, Mutual Funds, Administrative..., Financial Analysis, Business Analysis, Travel Arrangements, Outlook, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Asset Management, Securities
Education
Santa Monica College 1990 — 1992
Annette Ring's J.P. Morgan Experience May 1997 - February 1999
Job Freelance Investment Writer
Industry Financial Services
Experience
Westcott Associates Marketing & Media February 2015 - Present
MT Newswires August 2013 - September 2014
J.P. Morgan May 1997 - February 1999
Jefferies & Company December 1995 - August 1996
A.G. Edwards & Sons, Inc. June 1986 - July 1995
Skills
Corporate Communications, Marketing Communications, Internal Communications, Strategic Communications, Stationary, Website Copy, Proprietary Software, Equity Research, Financial Reporting, Financial Markets, Institutional Investors, Investor Relations, Mutual Funds, Website Development, Crisis Communications, Communications Strategy, Business Communications, Investments, Investment Advisory, Investment Products, Institutional Marketing, Asset Allocation, Report Writing, News Writing, Product Marketing, Marketing Strategy, Communications Planning, Financial Analysis, Financial Modeling, Equities, Private Equity, Marketing, Investment Management, Capital Markets, Strategy, Management
Education
Saint Louis University 1986 — 1989
MBA, Emphasis in Marketing and Finance
University of Missouri-Columbia, College of Business 1982 — 1986
BSBA, Finance
Westcott Associates Marketing & Media February 2015 - Present
MT Newswires August 2013 - September 2014
J.P. Morgan May 1997 - February 1999
Jefferies & Company December 1995 - August 1996
A.G. Edwards & Sons, Inc. June 1986 - July 1995
Skills
Corporate Communications, Marketing Communications, Internal Communications, Strategic Communications, Stationary, Website Copy, Proprietary Software, Equity Research, Financial Reporting, Financial Markets, Institutional Investors, Investor Relations, Mutual Funds, Website Development, Crisis Communications, Communications Strategy, Business Communications, Investments, Investment Advisory, Investment Products, Institutional Marketing, Asset Allocation, Report Writing, News Writing, Product Marketing, Marketing Strategy, Communications Planning, Financial Analysis, Financial Modeling, Equities, Private Equity, Marketing, Investment Management, Capital Markets, Strategy, Management
Education
Saint Louis University 1986 — 1989
MBA, Emphasis in Marketing and Finance
University of Missouri-Columbia, College of Business 1982 — 1986
BSBA, Finance
David Kunce David Kunce's J.P. Morgan Experience 2004 - 2011
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank 2011 - Present
J.P. Morgan 2004 - 2011
Skills
Small Business Lending, Mortgage Lending, Commercial Lending, Loans, Credit, Banking, Finance, Business Development, Cross Selling, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Mortgage Banking, Credit Risk, Relationship Management, Residential Mortgages, Deposits, Commercial Mortgages, Branch Management, Refinance, Private Banking, Treasury Management
Education
San Diego Mesa College
Union Bank 2011 - Present
J.P. Morgan 2004 - 2011
Skills
Small Business Lending, Mortgage Lending, Commercial Lending, Loans, Credit, Banking, Finance, Business Development, Cross Selling, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Mortgage Banking, Credit Risk, Relationship Management, Residential Mortgages, Deposits, Commercial Mortgages, Branch Management, Refinance, Private Banking, Treasury Management
Education
San Diego Mesa College
Stephen Hutcherson Stephen Hutcherson's J.P. Morgan Experience July 2011 - May 2015
Job Finance Associate Director at NTT Data, Inc
Industry Financial Services
Experience
NTT Data, Inc June 2015 - Present
J.P. Morgan July 2011 - May 2015
Hewlett-Packard September 2008 - June 2011
Electronic Data Systems November 2005 - August 2008
Electronic Data Systems February 1997 - October 2005
Electronic Data Systems September 1995 - January 1997
Skills
Billing Process, Billing Services, Financial Reporting, Finance, Financial Systems, Operations Management, Internal Controls, IT Controls, Financial Analysis, Client Billing, Business Process, Integration, Business Process..., Process Improvement, Program Management, Business Analysis, Management, Forecasting, Vendor Management, Analysis
Education
Sam Houston State University
Bachelor of Business Administration, Accounting
NTT Data, Inc June 2015 - Present
J.P. Morgan July 2011 - May 2015
Hewlett-Packard September 2008 - June 2011
Electronic Data Systems November 2005 - August 2008
Electronic Data Systems February 1997 - October 2005
Electronic Data Systems September 1995 - January 1997
Skills
Billing Process, Billing Services, Financial Reporting, Finance, Financial Systems, Operations Management, Internal Controls, IT Controls, Financial Analysis, Client Billing, Business Process, Integration, Business Process..., Process Improvement, Program Management, Business Analysis, Management, Forecasting, Vendor Management, Analysis
Education
Sam Houston State University
Bachelor of Business Administration, Accounting
Amanda Kocon Amanda Kocon's J.P. Morgan Experience July 1995 - January 2010
Job Executive Vice President of Strategy & Emerging Services at TNTP
Industry Education Management
Experience
TNTP September 2011 - Present
J.P. Morgan July 1995 - January 2010
Skills
Community Outreach, Nonprofits, Staff Development, Leadership, Program Development, Fundraising, Non-profits, Program Management, Educational Leadership, Public Speaking, Strategic Planning
Education
Scripps College
Bachelor of Arts (BA), International Relations
TNTP September 2011 - Present
J.P. Morgan July 1995 - January 2010
Skills
Community Outreach, Nonprofits, Staff Development, Leadership, Program Development, Fundraising, Non-profits, Program Management, Educational Leadership, Public Speaking, Strategic Planning
Education
Scripps College
Bachelor of Arts (BA), International Relations
Paul Chandra Paul Chandra's J.P. Morgan Experience October 2013 - December 2013
Job Former Sales & Trading Intern Electronic Trading Business Analyst at J.P. Morgan
Industry Financial Services
Experience
Barclays Investment Bank November 2014 - Present
J.P. Morgan October 2013 - December 2013
Complete Care, LLC December 2012 - July 2013
United States Marine Corps October 2002 - October 2006
Skills
Stata, Bloomberg, Economics, Financial Modeling, Financial Analysis, Corporate Finance, Equity Valuation, Data Analysis, Team Building, Operational Risk..., Process Improvement, Problem Solving, Presentations, Communication, Project Management, Access, Business Strategy, Financial Reporting, Investments, Financial Forecasting, GAAP, Analytical Reasoning, Conceptual Ability, Spreadsheets, Adaptability, Resilience, Reliability, Committment, Multi Tasking, Collaboration, Teamwork, Leadership, Analysis, Finance, Portfolio Management, Analytics, Bloomberg Terminal, Valuation, Equities, Strategy, Investment Banking, Risk Management, Competitive Analysis, Financial Risk, Management, Trading, Microsoft Excel
Education
Simon Graduate School of Business, University of Rochester 2011 — 2012
Master of Science, Finance
San Francisco State University
B.A., Economics
Barclays Investment Bank November 2014 - Present
J.P. Morgan October 2013 - December 2013
Complete Care, LLC December 2012 - July 2013
United States Marine Corps October 2002 - October 2006
Skills
Stata, Bloomberg, Economics, Financial Modeling, Financial Analysis, Corporate Finance, Equity Valuation, Data Analysis, Team Building, Operational Risk..., Process Improvement, Problem Solving, Presentations, Communication, Project Management, Access, Business Strategy, Financial Reporting, Investments, Financial Forecasting, GAAP, Analytical Reasoning, Conceptual Ability, Spreadsheets, Adaptability, Resilience, Reliability, Committment, Multi Tasking, Collaboration, Teamwork, Leadership, Analysis, Finance, Portfolio Management, Analytics, Bloomberg Terminal, Valuation, Equities, Strategy, Investment Banking, Risk Management, Competitive Analysis, Financial Risk, Management, Trading, Microsoft Excel
Education
Simon Graduate School of Business, University of Rochester 2011 — 2012
Master of Science, Finance
San Francisco State University
B.A., Economics
Amy-Marie Herrick's J.P. Morgan Experience February 2015 - Present
Job Vice President (CIB) at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
HSBC Bank USA, N.A. September 2013 - May 2014
West African Solutions December 2011 - 2013
International Medical Corps September 2011 - December 2011
The World Bank April 2011 - September 2011
Freedom Capital Partners, LLC January 2008 - April 2011
The World Bank May 2010 - September 2010
Center for Strategic and International Studies (CSIS) September 2007 - December 2007
British Institute of International and Comparative Law June 2007 - August 2007
Advention Business Partners August 2006 - August 2007
Education
Institut d'Etudes politiques de Paris 2004 — 2006
Master of Arts (M.A.)
University of Iowa 1999 — 2003
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) 2001 — 2002
Certificate
J.P. Morgan February 2015 - Present
HSBC Bank USA, N.A. September 2013 - May 2014
West African Solutions December 2011 - 2013
International Medical Corps September 2011 - December 2011
The World Bank April 2011 - September 2011
Freedom Capital Partners, LLC January 2008 - April 2011
The World Bank May 2010 - September 2010
Center for Strategic and International Studies (CSIS) September 2007 - December 2007
British Institute of International and Comparative Law June 2007 - August 2007
Advention Business Partners August 2006 - August 2007
Education
Institut d'Etudes politiques de Paris 2004 — 2006
Master of Arts (M.A.)
University of Iowa 1999 — 2003
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) 2001 — 2002
Certificate
Cole G Boitnott Cole G Boitnott's J.P. Morgan Experience August 2011 - Present
Job Program Coordination & Support Analyst
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
J.P. Morgan January 2006 - August 2011
JPMorgan Chase October 2004 - January 2006
JPMorgan Chase October 2003 - October 2004
Skills
Access, Program Management, Vendor Management, Project Management, Business Analysis, Banking, Financial Analysis, Management, Leadership, Risk Management, Financial Services, Client Relations, Client Services, Customer Service, Microsoft Office, Customer Retention, Long-term Customer..., Client Education, Client Co-ordination, Program Development
Education
Salt Lake Community College 2001 — 2002
Certification, Drafting/Design Engineering Technologies/Technicians
Salt Lake Community College 1999 — 2001
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
J.P. Morgan August 2011 - Present
J.P. Morgan January 2006 - August 2011
JPMorgan Chase October 2004 - January 2006
JPMorgan Chase October 2003 - October 2004
Skills
Access, Program Management, Vendor Management, Project Management, Business Analysis, Banking, Financial Analysis, Management, Leadership, Risk Management, Financial Services, Client Relations, Client Services, Customer Service, Microsoft Office, Customer Retention, Long-term Customer..., Client Education, Client Co-ordination, Program Development
Education
Salt Lake Community College 2001 — 2002
Certification, Drafting/Design Engineering Technologies/Technicians
Salt Lake Community College 1999 — 2001
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
Joyce Reitman's J.P. Morgan Experience October 2011 - May 2013
Job
Industry Internet
Experience
Motionloft November 2013 - Present
EMS Partners LLC April 2004 - November 2013
J.P. Morgan October 2011 - May 2013
Woodbury Financial Services November 2010 - September 2011
AXA Advisors February 2007 - November 2010
Lusso Vero, Inc. November 2005 - July 2006
CommerceNet April 2003 - March 2004
Mocana November 2002 - April 2003
C3 June 2001 - November 2002
Wellplace October 1999 - March 2001
Skills
Strategic Planning, Entrepreneur, Product Management, Start-ups, New Business Development, Mergers, Marketing Strategy, Business Development, Business Strategy, Product Marketing, Investments, Entrepreneurship, E-commerce, Mergers & Acquisitions, Sales, Management, Due Diligence, Asset Management, Strategy, Venture Capital, Business Planning, Program Management, CRM, Leadership, Executive Management, Integrated Marketing, Marketing, Strategic Partnerships
Education
Santa Clara University 1977 — 1981
MBA, Marketing
University of Illinois at Urbana-Champaign 1968 — 1974
BA, Liberal Arts, English Literature
University of Pennsylvania - The Wharton School 2008 — 2008
certification, Retirement planning
Motionloft November 2013 - Present
EMS Partners LLC April 2004 - November 2013
J.P. Morgan October 2011 - May 2013
Woodbury Financial Services November 2010 - September 2011
AXA Advisors February 2007 - November 2010
Lusso Vero, Inc. November 2005 - July 2006
CommerceNet April 2003 - March 2004
Mocana November 2002 - April 2003
C3 June 2001 - November 2002
Wellplace October 1999 - March 2001
Skills
Strategic Planning, Entrepreneur, Product Management, Start-ups, New Business Development, Mergers, Marketing Strategy, Business Development, Business Strategy, Product Marketing, Investments, Entrepreneurship, E-commerce, Mergers & Acquisitions, Sales, Management, Due Diligence, Asset Management, Strategy, Venture Capital, Business Planning, Program Management, CRM, Leadership, Executive Management, Integrated Marketing, Marketing, Strategic Partnerships
Education
Santa Clara University 1977 — 1981
MBA, Marketing
University of Illinois at Urbana-Champaign 1968 — 1974
BA, Liberal Arts, English Literature
University of Pennsylvania - The Wharton School 2008 — 2008
certification, Retirement planning
Chris Cosentino's J.P. Morgan Experience March 2000 - January 2001
Job Public Relations and Marketing Consultant
Industry Public Relations and Communications
Experience
CozComm Public Relations and Marketing April 2006 - Present
Campbell Lewis Communications 2006 - Present
The Money Management Institute March 2004 - March 2006
ICAP March 2002 - March 2004
J.P. Morgan March 2000 - January 2001
Lehman Brothers May 1996 - January 2000
Principal Communications - GCI 1993 - 1996
Weiser Group 1988 - 1990
Beth Israel Medical Center 1987 - 1988
John Wiley and Sons 1986 - 1988
Skills
Media Relations, Marketing Communications, Crisis Communications, Corporate Communications, Strategic Communications, Public Relations, Internal Communications, Marketing, B2B, Social Media Marketing, Strategic Planning, Management, Publicity, Editing, Brand Development, Thought Leadership, Writing, Media Relations..., Writing and Editing, Press Releases, Account Management, Social Media, Strategy
Education
Saint Michael's College 1981 — 1985
BA, Journalism
West Islip High School 1979 — 1981
CozComm Public Relations and Marketing April 2006 - Present
Campbell Lewis Communications 2006 - Present
The Money Management Institute March 2004 - March 2006
ICAP March 2002 - March 2004
J.P. Morgan March 2000 - January 2001
Lehman Brothers May 1996 - January 2000
Principal Communications - GCI 1993 - 1996
Weiser Group 1988 - 1990
Beth Israel Medical Center 1987 - 1988
John Wiley and Sons 1986 - 1988
Skills
Media Relations, Marketing Communications, Crisis Communications, Corporate Communications, Strategic Communications, Public Relations, Internal Communications, Marketing, B2B, Social Media Marketing, Strategic Planning, Management, Publicity, Editing, Brand Development, Thought Leadership, Writing, Media Relations..., Writing and Editing, Press Releases, Account Management, Social Media, Strategy
Education
Saint Michael's College 1981 — 1985
BA, Journalism
West Islip High School 1979 — 1981
David Sanguinetti's J.P. Morgan Experience July 1993 - July 1998
Job Chief Investment Officer at Eucalyptus Associates, Inc.
Industry Investment Management
Experience
Eucalyptus Associates, Inc. July 2008 - Present
Hall Capital Partners LLC March 2001 - June 2008
Offit Hall Capital Management 2001 - 2007
icPlanet August 2000 - December 2001
TimeDance July 1999 - July 2000
J.P. Morgan July 1993 - July 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Hedge Funds, Valuation, Investment Management, Asset Management, Investment Strategies, Bloomberg, Venture Capital, Asset Allocation, Fund Of Funds, Emerging Markets
Education
Santa Clara University 1989 — 1993
BS in Commerce, Finance
Eucalyptus Associates, Inc. July 2008 - Present
Hall Capital Partners LLC March 2001 - June 2008
Offit Hall Capital Management 2001 - 2007
icPlanet August 2000 - December 2001
TimeDance July 1999 - July 2000
J.P. Morgan July 1993 - July 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Hedge Funds, Valuation, Investment Management, Asset Management, Investment Strategies, Bloomberg, Venture Capital, Asset Allocation, Fund Of Funds, Emerging Markets
Education
Santa Clara University 1989 — 1993
BS in Commerce, Finance
Danielle Eppinga's J.P. Morgan Experience August 2011 - September 2015
Job Account Manager at Key Events
Industry Events Services
Experience
Key Events September 2015 - Present
J.P. Morgan August 2011 - September 2015
Wedbush Securities January 2009 - August 2011
Pacific Growth Equities *acquired by Wedbush Securities August 2006 - May 2009
JMP Securities May 2005 - April 2006
California Host November 2004 - May 2005
Skills
Event Planning, Event Management, Marketing, Budgets, Management, Sales, Customer Service, Strategy, Meeting Planning, Social Media, Corporate Events, Marketing Communications, Strategic Planning, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Marketing Strategy, Microsoft Word, Project Management, Program Management, Analysis, Social Networking, Email Marketing, Time Management, Business Development, Account Management, Market Research, Public Relations
Education
San Francisco State University 2002 — 2005
Bachelor of Arts, Recreation and Leisure Studies; Commercial Recreation/Tourism and Events
Key Events September 2015 - Present
J.P. Morgan August 2011 - September 2015
Wedbush Securities January 2009 - August 2011
Pacific Growth Equities *acquired by Wedbush Securities August 2006 - May 2009
JMP Securities May 2005 - April 2006
California Host November 2004 - May 2005
Skills
Event Planning, Event Management, Marketing, Budgets, Management, Sales, Customer Service, Strategy, Meeting Planning, Social Media, Corporate Events, Marketing Communications, Strategic Planning, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Marketing Strategy, Microsoft Word, Project Management, Program Management, Analysis, Social Networking, Email Marketing, Time Management, Business Development, Account Management, Market Research, Public Relations
Education
San Francisco State University 2002 — 2005
Bachelor of Arts, Recreation and Leisure Studies; Commercial Recreation/Tourism and Events
Mary Beth Tierno's J.P. Morgan Experience July 2014 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
Kara Gifford, CRCM, CAMS's J.P. Morgan Experience January 2008 - August 2011
Job BSA/AML Compliance Officer for Retail Community, Branch Banking at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2015 - Present
J.P.Morgan Chase August 2011 - June 2015
J.P. Morgan January 2008 - August 2011
The Field Museum October 2005 - January 2008
Loyola University Chicago 2003 - 2005
Skills
Anti Money Laundering, Bank Secrecy Act, Event Planning, Event Management, AML, Financial Services, Due Diligence, Financial Risk, Risk Management, Compliance, USA PATRIOT Act, Corporate Events, Meeting Planning, KYC, Regulatory Compliance, Relationship Building
Education
Salve Regina University 1996 — 2000
U.S. Bank June 2015 - Present
J.P.Morgan Chase August 2011 - June 2015
J.P. Morgan January 2008 - August 2011
The Field Museum October 2005 - January 2008
Loyola University Chicago 2003 - 2005
Skills
Anti Money Laundering, Bank Secrecy Act, Event Planning, Event Management, AML, Financial Services, Due Diligence, Financial Risk, Risk Management, Compliance, USA PATRIOT Act, Corporate Events, Meeting Planning, KYC, Regulatory Compliance, Relationship Building
Education
Salve Regina University 1996 — 2000
Katie Lozanov's J.P. Morgan Experience February 2014 - Present
Job Investment Professional at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan July 2007 - February 2014
A.G. Edwards May 2006 - July 2007
Skills
Asset Management, Private Banking, Financial Services
Education
University of Maryland College Park 2015 — 2018
Master of Business Administration (MBA)
Saint Louis University 2003 — 2007
Bachelor's degree, Finance and Financial Management Services
J.P. Morgan February 2014 - Present
J.P. Morgan July 2007 - February 2014
A.G. Edwards May 2006 - July 2007
Skills
Asset Management, Private Banking, Financial Services
Education
University of Maryland College Park 2015 — 2018
Master of Business Administration (MBA)
Saint Louis University 2003 — 2007
Bachelor's degree, Finance and Financial Management Services
Douglas Moran's J.P. Morgan Experience September 2013 - March 2014
Job Community & Southern Bank
Industry Real Estate
Experience
J.P. Morgan September 2013 - March 2014
Southeast Mortgage January 2013 - September 2013
Prime Lending October 2010 - September 2012
Fifth Third Mortgage November 2009 - June 2011
National City Mortgage April 2007 - October 2009
HomeBanc Mortgage January 2006 - April 2007
GMAC Mortgage 2003 - 2005
Skills
FHA, Mortgage Lending, USDA, Real Estate, Selling, Referrals, Loan Origination, Banking, Coaching, Underwriting, Commercial Lending, Finance, Sellers, VA loans, Sales, Mortgage Banking, First Time Home Buyers, Management, VA Loans, Residential Mortgages, Residential Homes, Investment Properties, FHA Financing
Education
Georgia State University 2011 — 2014
Real Estate / Marketing, Degree
San Diego City College 1996 — 1998
Associate's degree, Business Administration and Management, General, Graduate
J.P. Morgan September 2013 - March 2014
Southeast Mortgage January 2013 - September 2013
Prime Lending October 2010 - September 2012
Fifth Third Mortgage November 2009 - June 2011
National City Mortgage April 2007 - October 2009
HomeBanc Mortgage January 2006 - April 2007
GMAC Mortgage 2003 - 2005
Skills
FHA, Mortgage Lending, USDA, Real Estate, Selling, Referrals, Loan Origination, Banking, Coaching, Underwriting, Commercial Lending, Finance, Sellers, VA loans, Sales, Mortgage Banking, First Time Home Buyers, Management, VA Loans, Residential Mortgages, Residential Homes, Investment Properties, FHA Financing
Education
Georgia State University 2011 — 2014
Real Estate / Marketing, Degree
San Diego City College 1996 — 1998
Associate's degree, Business Administration and Management, General, Graduate
Bach, John's J.P. Morgan Experience April 2004 - Present
Job VICE PRESIDENT INVESTMENT, PRIVATE CLIENT ADVISOR at JPMORGAN BANK NA
Industry Financial Services
Experience
J.P. Morgan April 2004 - Present
BACHAPPAREL April 2004 - Present
Skills
Small Business, Mortgage Lending, Investments, Entrepreneurship, Marketing, Coaching, Sales, Strategic Planning, Team Building, Strategic Financial..., Real Estate, E-commerce, Customer Service, Project Management, Marketing Strategy, Sales Management, New Business Development, Start-ups, Retail, Business Analysis, Public Speaking, Consumer Lending, Banking, Financial Services, Financial Analysis, Series 6, Series 63, Credit, Business Development, Customer Satisfaction, Mergers & Acquisitions, Uniform Combined State..., Finance, Relationship Management, Outlook, Series 7, Series 65, Life & Health Insurance...
Education
San Jose State University 2002 — 2004
J.P. Morgan April 2004 - Present
BACHAPPAREL April 2004 - Present
Skills
Small Business, Mortgage Lending, Investments, Entrepreneurship, Marketing, Coaching, Sales, Strategic Planning, Team Building, Strategic Financial..., Real Estate, E-commerce, Customer Service, Project Management, Marketing Strategy, Sales Management, New Business Development, Start-ups, Retail, Business Analysis, Public Speaking, Consumer Lending, Banking, Financial Services, Financial Analysis, Series 6, Series 63, Credit, Business Development, Customer Satisfaction, Mergers & Acquisitions, Uniform Combined State..., Finance, Relationship Management, Outlook, Series 7, Series 65, Life & Health Insurance...
Education
San Jose State University 2002 — 2004
Chris Ducharme's J.P. Morgan Experience 1997 - 2005
Job Graphic and Web Designer
Industry Design
Experience
The Advertising Research Foundation October 2006 - Present
Honeybee Robotics May 2005 - January 2007
J.P. Morgan 1997 - 2005
Skills
Expert in All Adobe..., HTML5, CSS3, Graphic Design, Web Design, HTML emails, Content Management, Advertising, Digital Marketing, Marketing
Education
San Francisco State University
Master's, Education/Counseling
University of California, Santa Cruz
Bachelor's, Geology/Earth Science, General
The Advertising Research Foundation October 2006 - Present
Honeybee Robotics May 2005 - January 2007
J.P. Morgan 1997 - 2005
Skills
Expert in All Adobe..., HTML5, CSS3, Graphic Design, Web Design, HTML emails, Content Management, Advertising, Digital Marketing, Marketing
Education
San Francisco State University
Master's, Education/Counseling
University of California, Santa Cruz
Bachelor's, Geology/Earth Science, General
Tom Orrico's J.P. Morgan Experience February 2001 - October 2006
Job Government Contracts, Financial Services, Risk and Control
Industry Banking
Experience
TJ Orrico Consulting December 2014 - Present
The Bank of New York October 2006 - May 2014
J.P. Morgan February 2001 - October 2006
Colson Services Corp. April 1986 - February 2001
Skills
Banking, Risk Management, Securities, Financial Services, Operational Risk..., Loans, Management, Business Analysis, Project Management, Operations Management, Financial Risk, Process Improvement, Operational Risk, Asset Managment, Portfolio Management, Credit, Finance, Business Process..., Strategic Planning, Capital Markets, Valuation, Auditing, Investment Banking, Commercial Lending, Equities, Investments, Financial Analysis, Forecasting, Budgets, Treasury Management, Funding, Small Business Lending, Fixed Income, Structured Finance, Team Building, Cash Management, Change Management, Commercial Banking, Back Office, Due Diligence, Mergers & Acquisitions, Relationship Management, Loan Origination, Executive Management, Strategy, Risk Analysis, Internal Controls, Settlement, AML, Call Centers
Education
Saint Peter's University 1970 — 1974
Saint Peter's University
Bachelor's degree, Political Science and Government
TJ Orrico Consulting December 2014 - Present
The Bank of New York October 2006 - May 2014
J.P. Morgan February 2001 - October 2006
Colson Services Corp. April 1986 - February 2001
Skills
Banking, Risk Management, Securities, Financial Services, Operational Risk..., Loans, Management, Business Analysis, Project Management, Operations Management, Financial Risk, Process Improvement, Operational Risk, Asset Managment, Portfolio Management, Credit, Finance, Business Process..., Strategic Planning, Capital Markets, Valuation, Auditing, Investment Banking, Commercial Lending, Equities, Investments, Financial Analysis, Forecasting, Budgets, Treasury Management, Funding, Small Business Lending, Fixed Income, Structured Finance, Team Building, Cash Management, Change Management, Commercial Banking, Back Office, Due Diligence, Mergers & Acquisitions, Relationship Management, Loan Origination, Executive Management, Strategy, Risk Analysis, Internal Controls, Settlement, AML, Call Centers
Education
Saint Peter's University 1970 — 1974
Saint Peter's University
Bachelor's degree, Political Science and Government
Fernando Vizcaino's J.P. Morgan Experience June 2011 - December 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
CHRISTINE PEZINO's J.P. Morgan Experience April 1999 - March 2008
Job Asset & Property Management
Industry Financial Services
Experience
Asset Management January 2014 - Present
Franklin Templeton Investments March 2008 - December 2013
J.P. Morgan April 1999 - March 2008
SoundView Technology Group July 1997 - April 1999
Education
Santa Clara University
Finance
Asset Management January 2014 - Present
Franklin Templeton Investments March 2008 - December 2013
J.P. Morgan April 1999 - March 2008
SoundView Technology Group July 1997 - April 1999
Education
Santa Clara University
Finance
Daniel Edmonson's J.P. Morgan Experience April 2008 - December 2009
Job Data Center Manager /UNIX technical manager
Industry Information Technology and Services
Experience
J.P. Morgan April 2008 - December 2009
Unisys May 2006 - October 2007
Unisys North American Data Centers May 2006 - October 2007
Hitachi Data Systems May 2005 - April 2006
Fujitsu North American Shared Services January 1990 - January 2004
Amdahl Corporation 1978 - 1994
Skills
Resource Management, Data Center, Project Portfolio..., IT Outsourcing, ITIL
Education
Saint Mary's College of California 1985 — 1987
BA, Business Management
J.P. Morgan April 2008 - December 2009
Unisys May 2006 - October 2007
Unisys North American Data Centers May 2006 - October 2007
Hitachi Data Systems May 2005 - April 2006
Fujitsu North American Shared Services January 1990 - January 2004
Amdahl Corporation 1978 - 1994
Skills
Resource Management, Data Center, Project Portfolio..., IT Outsourcing, ITIL
Education
Saint Mary's College of California 1985 — 1987
BA, Business Management
Patrick Haugh's J.P. Morgan Experience July 2012 - May 2015
Job Senior Vice President Senior Global Sales Manager Global Payments and Cash Management at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC Bank USA, N.A. May 2015 - Present
J.P. Morgan July 2012 - May 2015
Deutsche Bank February 2011 - July 2012
Deutsche Bank December 2003 - February 2011
BankLink August 1999 - November 2003
Long Term Credit Bank of Japan, Ltd. - New York June 1989 - August 1999
Skills
Cash Management, Treasury Management, Treasury Services, Banking, Credit, Derivatives, FX Options, Fixed Income, Investment Banking, Payments, Securities, Treasury, SWIFT payments, Trade Finance
Education
St. Peter's College
Bachelor of Arts (B.A.), Economics
HSBC Bank USA, N.A. May 2015 - Present
J.P. Morgan July 2012 - May 2015
Deutsche Bank February 2011 - July 2012
Deutsche Bank December 2003 - February 2011
BankLink August 1999 - November 2003
Long Term Credit Bank of Japan, Ltd. - New York June 1989 - August 1999
Skills
Cash Management, Treasury Management, Treasury Services, Banking, Credit, Derivatives, FX Options, Fixed Income, Investment Banking, Payments, Securities, Treasury, SWIFT payments, Trade Finance
Education
St. Peter's College
Bachelor of Arts (B.A.), Economics
Ken Vercellino's J.P. Morgan Experience July 2010 - Present
Job at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
Thomas Weisel Partners April 2004 - July 2009
J.P. Morgan April 1997 - October 2002
E*TRADE Financial 1995 - 1997
Skills
Hedge Funds, Equities, Asset Managment, Trading, Venture Capital, Wealth Management, Private Equity, Securities, Series 7, Asset Management, New Business Development, Hedging, Stock Distributions, 10b5-1 Plans, Block Trading, Liquidity Solutions
Education
San Diego State University-California State University
B.A., Sociology
J.P. Morgan July 2010 - Present
Thomas Weisel Partners April 2004 - July 2009
J.P. Morgan April 1997 - October 2002
E*TRADE Financial 1995 - 1997
Skills
Hedge Funds, Equities, Asset Managment, Trading, Venture Capital, Wealth Management, Private Equity, Securities, Series 7, Asset Management, New Business Development, Hedging, Stock Distributions, 10b5-1 Plans, Block Trading, Liquidity Solutions
Education
San Diego State University-California State University
B.A., Sociology
Casey Haase's J.P. Morgan Experience February 2014 - Present
Job Manager, Administrative Assistant Team at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan November 2009 - Present
Mary Kay Cosmetics May 2007 - May 2012
JP Morgan September 1992 - March 2008
Leslie Hindman Auctioneers November 1989 - September 1992
LIT America-Goldberg Securities June 1988 - September 1989
Rialcor-Shatkin Securities September 1987 - June 1988
Skills
Banking, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
Saint Mary's College 1983 — 1987
BA, Humanistic Studies, Art minor
J.P. Morgan February 2014 - Present
J.P. Morgan November 2009 - Present
Mary Kay Cosmetics May 2007 - May 2012
JP Morgan September 1992 - March 2008
Leslie Hindman Auctioneers November 1989 - September 1992
LIT America-Goldberg Securities June 1988 - September 1989
Rialcor-Shatkin Securities September 1987 - June 1988
Skills
Banking, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
Saint Mary's College 1983 — 1987
BA, Humanistic Studies, Art minor
Suzanne Drouet's J.P. Morgan Experience July 2012 - April 2013
Job Director, Debt Capital Markets Americas at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank April 2015 - Present
Standard Chartered Bank June 2013 - March 2015
J.P. Morgan July 2012 - April 2013
J.P. Morgan July 2010 - June 2012
J.P. Morgan June 2009 - June 2010
J.P. Morgan February 2008 - August 2008
Junior Consulting - Sciences Po June 2007 - February 2008
Euromobile July 2007 - September 2007
Skills
Investment Banking, Valuation, Corporate Finance, French, Due Diligence, Financial Modeling, Economics, Financial Analysis, M&A experience, Emerging Markets, Finance, Mergers & Acquisitions, Capital Markets, Business Planning
Education
Sciences Po 2003 — 2008
Master, Finance & Stratégie
Université Nancy 2 2003 — 2006
Bachelor, History
Standard Chartered Bank April 2015 - Present
Standard Chartered Bank June 2013 - March 2015
J.P. Morgan July 2012 - April 2013
J.P. Morgan July 2010 - June 2012
J.P. Morgan June 2009 - June 2010
J.P. Morgan February 2008 - August 2008
Junior Consulting - Sciences Po June 2007 - February 2008
Euromobile July 2007 - September 2007
Skills
Investment Banking, Valuation, Corporate Finance, French, Due Diligence, Financial Modeling, Economics, Financial Analysis, M&A experience, Emerging Markets, Finance, Mergers & Acquisitions, Capital Markets, Business Planning
Education
Sciences Po 2003 — 2008
Master, Finance & Stratégie
Université Nancy 2 2003 — 2006
Bachelor, History
Mira Vasani's J.P. Morgan Experience January 2014 - Present
Job Vice President, Global Wealth Management, JP Morgan
Industry Banking
Experience
J.P. Morgan January 2014 - Present
Barclays Wealth and Investment Management March 2013 - December 2013
Barclays Wealth and Investment Management December 2010 - February 2013
Deutsche Bank July 2006 - December 2010
Skills
Series 7, Series 66, Broker-Dealer Compliance, Investment Advisory..., Private Wealth..., SEC, FINRA, Hindi, Securities, Wealth Management, Investment Advisory, Financial Regulation, Securities Regulation, Alternative Investments, Mutual Funds, Structured Products, Financial Markets, Investment Management, Hedge Funds, Uniform Combined State..., Private Banking, Investment Banking, Equities, Bloomberg, Operational Risk, Financial Services, Philanthropy, Asset Management, Operational Risk..., Risk Management, Corporate Governance, Portfolio Management, Options
Education
Saint Peter's University 2008 — 2010
MBA, International Business/ Finance
University of Mumbai 1997 — 2000
BA, Accounting
J.P. Morgan January 2014 - Present
Barclays Wealth and Investment Management March 2013 - December 2013
Barclays Wealth and Investment Management December 2010 - February 2013
Deutsche Bank July 2006 - December 2010
Skills
Series 7, Series 66, Broker-Dealer Compliance, Investment Advisory..., Private Wealth..., SEC, FINRA, Hindi, Securities, Wealth Management, Investment Advisory, Financial Regulation, Securities Regulation, Alternative Investments, Mutual Funds, Structured Products, Financial Markets, Investment Management, Hedge Funds, Uniform Combined State..., Private Banking, Investment Banking, Equities, Bloomberg, Operational Risk, Financial Services, Philanthropy, Asset Management, Operational Risk..., Risk Management, Corporate Governance, Portfolio Management, Options
Education
Saint Peter's University 2008 — 2010
MBA, International Business/ Finance
University of Mumbai 1997 — 2000
BA, Accounting
Miko Devedzic's J.P. Morgan Experience June 2011 - April 2013
Job Finance Leader & Driven Derivatives Valuation Professional
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
Santander Bank, N.A. December 2014 - May 2015
MUFG Americas April 2013 - December 2014
J.P. Morgan June 2011 - April 2013
State Street Corporation October 2008 - June 2011
Skills
Derivatives, Valuation, Options, Bloomberg, Hedge Funds, Calypso, Mutual Funds, Credit Derivatives, Equity Derivatives, Middle Office, Corporate Actions, Asset Managment, Bloomberg Terminal, Swaps, Asset Management, Fixed Income, Reuters, Interest Rate..., Interest Rate Swaps, CDS, VBA, Reuters 3000, Fincad, Bloomberg Data License, MCH
Education
Suffolk University 2009 — 2011
Master of Science (MS), Finance
Salem State University 2004 — 2008
BS in Business Administration, Accounting and Finance
Citizens Financial Group, Inc. May 2015 - Present
Santander Bank, N.A. December 2014 - May 2015
MUFG Americas April 2013 - December 2014
J.P. Morgan June 2011 - April 2013
State Street Corporation October 2008 - June 2011
Skills
Derivatives, Valuation, Options, Bloomberg, Hedge Funds, Calypso, Mutual Funds, Credit Derivatives, Equity Derivatives, Middle Office, Corporate Actions, Asset Managment, Bloomberg Terminal, Swaps, Asset Management, Fixed Income, Reuters, Interest Rate..., Interest Rate Swaps, CDS, VBA, Reuters 3000, Fincad, Bloomberg Data License, MCH
Education
Suffolk University 2009 — 2011
Master of Science (MS), Finance
Salem State University 2004 — 2008
BS in Business Administration, Accounting and Finance
Jonathan Lira's J.P. Morgan Experience May 2014 - Present
Job Investment Banking & Social Rights
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Access Ability – Disability and Caregivers Business Resource Group January 2013 - Present
Chase February 2012 - April 2014
YSO Capital Management June 2011 - December 2011
Financial Analysis and Management Education (FAME) May 2010 - May 2011
UBS Wealth Management April 2010 - October 2010
Education
San Francisco State University, College of Business 2006 — 2011
B.Sc., Business Administration: Corporate Finance
J.P. Morgan May 2014 - Present
Access Ability – Disability and Caregivers Business Resource Group January 2013 - Present
Chase February 2012 - April 2014
YSO Capital Management June 2011 - December 2011
Financial Analysis and Management Education (FAME) May 2010 - May 2011
UBS Wealth Management April 2010 - October 2010
Education
San Francisco State University, College of Business 2006 — 2011
B.Sc., Business Administration: Corporate Finance
Stanley Eapen's J.P. Morgan Experience January 2012 - September 2014
Job Director of IT Service Management at American Air Liquide
Industry Information Technology and Services
Experience
American Air Liquide January 2015 - Present
J.P. Morgan January 2012 - September 2014
J.P. Morgan June 2010 - December 2011
JPMorgan January 2006 - May 2010
J.P. Morgan February 2003 - January 2006
Chase 1996 - 1997
Chase 1996 - 1997
Skills
SDLC, Risk Management, Vendor Management, Customer Service, Business Analysis, Data Center, IT Strategy, Project Planning, Banking, Change Management, Program Management, Project Management, Process Improvement, Team Management, Portfolio Management, Analysis, Integration, IT Service Management, Leadership, Management, Equities, Project Delivery, Outsourcing, IT Management, Investment Banking, Business Continuity, ITIL, Relationship Management, Strategy, Strategic Planning, Financial Services, Product Management, Business Process..., Service Delivery, Operations Management, Disaster Recovery, Team Leadership
Education
Saint Leo University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
American Air Liquide January 2015 - Present
J.P. Morgan January 2012 - September 2014
J.P. Morgan June 2010 - December 2011
JPMorgan January 2006 - May 2010
J.P. Morgan February 2003 - January 2006
Chase 1996 - 1997
Chase 1996 - 1997
Skills
SDLC, Risk Management, Vendor Management, Customer Service, Business Analysis, Data Center, IT Strategy, Project Planning, Banking, Change Management, Program Management, Project Management, Process Improvement, Team Management, Portfolio Management, Analysis, Integration, IT Service Management, Leadership, Management, Equities, Project Delivery, Outsourcing, IT Management, Investment Banking, Business Continuity, ITIL, Relationship Management, Strategy, Strategic Planning, Financial Services, Product Management, Business Process..., Service Delivery, Operations Management, Disaster Recovery, Team Leadership
Education
Saint Leo University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Georg Brown's J.P. Morgan Experience October 1996 - April 1998
Job Accounting
Industry Accounting
Experience
Internal Revenue Service March 2013 - Present
Chatham County Democatic Committee 2005 - 2011
H&R Block Financial Advisors July 2003 - May 2005
CIBC World Markets October 2000 - July 2003
VTR Capital 1998 - 1999
J.P. Morgan October 1996 - April 1998
USAF 1991 - 1996
Skills
Microsoft Office, Management, SPSS, Public Relations, Microsoft Word, PowerPoint, Financial Analysis, Customer Service, Accounting, Advertising, Microsoft Excel
Education
Savannah State University 2007 — 2011
Dewitt Clinton 1983 — 1987
UNLV
Management Information Systems, General
University of Maryland College Park
Internal Revenue Service March 2013 - Present
Chatham County Democatic Committee 2005 - 2011
H&R Block Financial Advisors July 2003 - May 2005
CIBC World Markets October 2000 - July 2003
VTR Capital 1998 - 1999
J.P. Morgan October 1996 - April 1998
USAF 1991 - 1996
Skills
Microsoft Office, Management, SPSS, Public Relations, Microsoft Word, PowerPoint, Financial Analysis, Customer Service, Accounting, Advertising, Microsoft Excel
Education
Savannah State University 2007 — 2011
Dewitt Clinton 1983 — 1987
UNLV
Management Information Systems, General
University of Maryland College Park
Joshua Parlette's J.P. Morgan Experience May 2011 - September 2013
Job Credentialing Specialist at ComPsych
Industry Higher Education
Experience
ComPsych December 2014 - Present
RTS Pacific, Inc. July 2014 - November 2014
Pathways SDSU February 2014 - May 2014
J.P. Morgan May 2011 - September 2013
US Navy August 2004 - September 2008
Skills
Time Management, Reliability, Determination, Communication, Goal Oriented, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Creative Writing, Proofreading, Works well in a team, Work Well Independently, Analytical Skills, Organization &..., Problem Solving
Education
University of Oxford 2013 — 2014
International Relations and Affairs
San Diego State University-California State University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
ComPsych December 2014 - Present
RTS Pacific, Inc. July 2014 - November 2014
Pathways SDSU February 2014 - May 2014
J.P. Morgan May 2011 - September 2013
US Navy August 2004 - September 2008
Skills
Time Management, Reliability, Determination, Communication, Goal Oriented, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Creative Writing, Proofreading, Works well in a team, Work Well Independently, Analytical Skills, Organization &..., Problem Solving
Education
University of Oxford 2013 — 2014
International Relations and Affairs
San Diego State University-California State University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Purvish Shah's J.P. Morgan Experience July 2014 - Present
Job Sr. SharePoint Developer at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan July 2014 - Present
PVH June 2013 - July 2014
Sitrof Technologies, Inc. June 2012 - June 2013
Celgene March 2011 - September 2012
Utah Department of Transportation October 2010 - March 2011
IBM June 2009 - September 2010
Georgia Department of Transportation 2007 - 2009
Skills
SharePoint, InfoPath, .NET, ASP.NET, C#, Microsoft SQL Server, Microsoft Technologies, Microsoft Office..., IIS, TFS, Databases, SharePoint Designer, Visual Studio, Web Services, Web Parts, XML, AJAX, Visual Basic, XSLT, VB.NET, ASP, Nintex, SSRS, Agile Methodologies, LINQ, WCF, ADO.NET, Software Development, SOA, Oracle, WPF, Telerik Web Controls
Education
University of Bridgeport 2006 — 2008
Master of Science (MS), Computer Science
Saurashtra University 2001 — 2005
BE, Computer Science
J.P. Morgan July 2014 - Present
PVH June 2013 - July 2014
Sitrof Technologies, Inc. June 2012 - June 2013
Celgene March 2011 - September 2012
Utah Department of Transportation October 2010 - March 2011
IBM June 2009 - September 2010
Georgia Department of Transportation 2007 - 2009
Skills
SharePoint, InfoPath, .NET, ASP.NET, C#, Microsoft SQL Server, Microsoft Technologies, Microsoft Office..., IIS, TFS, Databases, SharePoint Designer, Visual Studio, Web Services, Web Parts, XML, AJAX, Visual Basic, XSLT, VB.NET, ASP, Nintex, SSRS, Agile Methodologies, LINQ, WCF, ADO.NET, Software Development, SOA, Oracle, WPF, Telerik Web Controls
Education
University of Bridgeport 2006 — 2008
Master of Science (MS), Computer Science
Saurashtra University 2001 — 2005
BE, Computer Science
Janie Xu's J.P. Morgan Experience February 2008 - April 2009
Job Supervisory Analyst at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco November 2013 - Present
Federal Reserve Bank of San Francisco June 2009 - October 2013
J.P. Morgan February 2008 - April 2009
Bank of America October 2005 - January 2008
Skills
SAS Programming, Financial Modeling, SQL, Databases, Valuation, Access, Financial Analysis, Finance, Accounting, Management, Microsoft Excel, Bloomberg, Macroeconomics, GAAP, Data Analysis
Education
Santa Clara University 2011 — 2015
Master of Business Administration (M.B.A.)
University of California, Davis 2001 — 2005
B.A., Economics
Federal Reserve Bank of San Francisco November 2013 - Present
Federal Reserve Bank of San Francisco June 2009 - October 2013
J.P. Morgan February 2008 - April 2009
Bank of America October 2005 - January 2008
Skills
SAS Programming, Financial Modeling, SQL, Databases, Valuation, Access, Financial Analysis, Finance, Accounting, Management, Microsoft Excel, Bloomberg, Macroeconomics, GAAP, Data Analysis
Education
Santa Clara University 2011 — 2015
Master of Business Administration (M.B.A.)
University of California, Davis 2001 — 2005
B.A., Economics
Trung Thuy Ngo's J.P. Morgan Experience May 2007 - March 2008
Job Life Insurance Specialist at AAA
Industry Insurance
Experience
AAA ACSC (Automobile Club of Southern California) October 2015 - Present
AAA NCNU (Northern California Nevada & Utah) July 2014 - September 2015
The Bay Club Company (formerly Western Athletic Clubs) March 2013 - June 2014
City Sports Fitness June 2012 - February 2013
American General Life and Accident Insurance Company June 2009 - May 2012
J.P. Morgan May 2007 - March 2008
Bally Total Fitness June 2002 - March 2007
Skills
Vietnamese Speaker, Training, Recruiting, Sales, Marketing Strategy, Marketing, Coaching, Strategic Planning, Start-ups, Sales Operations, Cold Calling, Contract Negotiation, Advertising, Entrepreneurship, Insurance, Customer Retention, Selling, Budgets, Customer Service, Operations Management, CRM, Small Business, Program Management, Sales Management, Time Management, Team Building, Forecasting, Fundraising, Leadership, Account Management, Direct Sales, Management, Business Development, Employee Benefits, Salesforce.com, P&L Management, Team Leadership
Education
The National Hispanic University 2006 — 2009
Bachelor, Business Management
San Jose State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AAA ACSC (Automobile Club of Southern California) October 2015 - Present
AAA NCNU (Northern California Nevada & Utah) July 2014 - September 2015
The Bay Club Company (formerly Western Athletic Clubs) March 2013 - June 2014
City Sports Fitness June 2012 - February 2013
American General Life and Accident Insurance Company June 2009 - May 2012
J.P. Morgan May 2007 - March 2008
Bally Total Fitness June 2002 - March 2007
Skills
Vietnamese Speaker, Training, Recruiting, Sales, Marketing Strategy, Marketing, Coaching, Strategic Planning, Start-ups, Sales Operations, Cold Calling, Contract Negotiation, Advertising, Entrepreneurship, Insurance, Customer Retention, Selling, Budgets, Customer Service, Operations Management, CRM, Small Business, Program Management, Sales Management, Time Management, Team Building, Forecasting, Fundraising, Leadership, Account Management, Direct Sales, Management, Business Development, Employee Benefits, Salesforce.com, P&L Management, Team Leadership
Education
The National Hispanic University 2006 — 2009
Bachelor, Business Management
San Jose State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Breanna Tibbetts's J.P. Morgan Experience 2008 - 2010
Job Compliance Specialist, Attorney
Industry Banking
Experience
Washington Trust Bank October 2014 - Present
Washington Court of Appeals Division III May 2013 - August 2013
University Legal Assistance, Gonzaga University School of Law May 2013 - August 2013
J.P. Morgan 2008 - 2010
Bank of America June 2006 - June 2008
Skills
AML, Fraud, Legal Research, Legal Writing, Legal, Creative Writing
Education
Gonzaga School of Law 2011 — 2014
Juris Doctor, Law
San Francisco State University 2005 — 2010
B.A., English: Creative Writing
Washington Trust Bank October 2014 - Present
Washington Court of Appeals Division III May 2013 - August 2013
University Legal Assistance, Gonzaga University School of Law May 2013 - August 2013
J.P. Morgan 2008 - 2010
Bank of America June 2006 - June 2008
Skills
AML, Fraud, Legal Research, Legal Writing, Legal, Creative Writing
Education
Gonzaga School of Law 2011 — 2014
Juris Doctor, Law
San Francisco State University 2005 — 2010
B.A., English: Creative Writing
Dereck Dillon's J.P. Morgan Experience November 2014 - July 2015
Job Private Client Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - July 2015
J.P. Morgan June 2013 - November 2014
Education
State University of New York 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Paradise Valley Community College 2004 — 2010
Degree Program, A.A Level, Transfer Degree
Scottsdale Community College 2004 — 2010
Degree Program, A.A Level, Transfer Degree
J.P. Morgan November 2014 - July 2015
J.P. Morgan June 2013 - November 2014
Education
State University of New York 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Paradise Valley Community College 2004 — 2010
Degree Program, A.A Level, Transfer Degree
Scottsdale Community College 2004 — 2010
Degree Program, A.A Level, Transfer Degree
Lakshmee Bahadur's J.P. Morgan Experience January 2012 - March 2012
Job Business Analyst and Reporting Specialist at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. December 2013 - Present
JPMorgan Chase May 2012 - October 2012
J.P. Morgan January 2012 - March 2012
JPMorgan Chase June 2009 - January 2012
JPMorgan Chase March 2006 - June 2009
Robert Half Finance & Accounting October 2005 - March 2006
Robert Half Office Temp, Group USA June 2005 - October 2005
Tech Help Inc February 2004 - April 2005
Deutsche Bank June 2000 - October 2003
Deutsche Bank April 1995 - June 2000
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Statement..., Financial Reporting, Financial Modeling, Fund Accounting, US GAAP, Sarbanes-Oxley, DCF Valuation, Equity Valuation, Bank Reconciliation, Fund Administration, Global Custody, Month End Close, Cash Reporting, SOX Compliancy, Client Relations Skills, Onboarding, AML, Depository, Fund Services, InvestOne, Task Driven, Service Focused, SAS70, SEC Financial Reporting, Oral Communication, Written Communication, Coordination, Customer Service, Research, Customer Support, Project Coordination, OFAC Guidelines, OFAC Watch List..., Customer Due Diligence, Sanctions, PEP(Politically Exposed..., SKYC, Lexis Nexis, Business Objects, Lexis Nexis Bridger..., Alert Review, GSM, World Check, Equities, Anti Money Laundering, Business Analysis, Banking
Education
Saint Peter's University 1991 — 1994
Bachelor's degree, Business Management
Lillian Dewar College of Education
Secondary School Teacher's Certification, Secondary Education and Teaching
JPMorgan Chase & Co. December 2013 - Present
JPMorgan Chase May 2012 - October 2012
J.P. Morgan January 2012 - March 2012
JPMorgan Chase June 2009 - January 2012
JPMorgan Chase March 2006 - June 2009
Robert Half Finance & Accounting October 2005 - March 2006
Robert Half Office Temp, Group USA June 2005 - October 2005
Tech Help Inc February 2004 - April 2005
Deutsche Bank June 2000 - October 2003
Deutsche Bank April 1995 - June 2000
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Statement..., Financial Reporting, Financial Modeling, Fund Accounting, US GAAP, Sarbanes-Oxley, DCF Valuation, Equity Valuation, Bank Reconciliation, Fund Administration, Global Custody, Month End Close, Cash Reporting, SOX Compliancy, Client Relations Skills, Onboarding, AML, Depository, Fund Services, InvestOne, Task Driven, Service Focused, SAS70, SEC Financial Reporting, Oral Communication, Written Communication, Coordination, Customer Service, Research, Customer Support, Project Coordination, OFAC Guidelines, OFAC Watch List..., Customer Due Diligence, Sanctions, PEP(Politically Exposed..., SKYC, Lexis Nexis, Business Objects, Lexis Nexis Bridger..., Alert Review, GSM, World Check, Equities, Anti Money Laundering, Business Analysis, Banking
Education
Saint Peter's University 1991 — 1994
Bachelor's degree, Business Management
Lillian Dewar College of Education
Secondary School Teacher's Certification, Secondary Education and Teaching
Fritz Louis-Charles's J.P. Morgan Experience September 2014 - Present
Job Director of Operations
Industry Financial Services
Experience
Apex Clearing Corporation September 2015 - Present
J.P. Morgan September 2014 - Present
TD Ameritrade November 2009 - September 2014
TD Ameritrade February 2007 - November 2009
Skills
Series 7, Rule 144, Employee Stock Options, Series 24, Series 63, Alternative Investments, Corporate Actions, Back Office, Financial Services, Securities, Brokerage, Data Conversion, Mutual Funds, Relationship Management, Wealth Management, Investment Advisory, Equities, Risk Management
Education
San Diego State University-California State University
Apex Clearing Corporation September 2015 - Present
J.P. Morgan September 2014 - Present
TD Ameritrade November 2009 - September 2014
TD Ameritrade February 2007 - November 2009
Skills
Series 7, Rule 144, Employee Stock Options, Series 24, Series 63, Alternative Investments, Corporate Actions, Back Office, Financial Services, Securities, Brokerage, Data Conversion, Mutual Funds, Relationship Management, Wealth Management, Investment Advisory, Equities, Risk Management
Education
San Diego State University-California State University
Adam Rizkalla's J.P. Morgan Experience January 2014 - Present
Job Analyst, Securitized Products Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Deloitte January 2013 - December 2013
Education
Seattle Pacific University 2007 — 2011
Bachelor of Arts, Accounting
J.P. Morgan January 2014 - Present
Deloitte January 2013 - December 2013
Education
Seattle Pacific University 2007 — 2011
Bachelor of Arts, Accounting
Alena Soltysova's J.P. Morgan Experience May 2012 - Present
Job Tax analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2012 - Present
J.P. Morgan November 2007 - May 2012
Statistical Office of the Slovak Republic August 2001 - September 2002
Skills
Fixed Income, Equities, Accounting, Mutual Funds, Financial Services, Bloomberg, Account Reconciliation
Education
Salem State College
Masters of Business Administration, Finance; Management
J.P. Morgan May 2012 - Present
J.P. Morgan November 2007 - May 2012
Statistical Office of the Slovak Republic August 2001 - September 2002
Skills
Fixed Income, Equities, Accounting, Mutual Funds, Financial Services, Bloomberg, Account Reconciliation
Education
Salem State College
Masters of Business Administration, Finance; Management
Domenico Fortuna's J.P. Morgan Experience June 2013 - August 2013
Job Investment Banking Associate at Rothschild
Industry Investment Banking
Experience
Rothschild August 2014 - Present
J.P. Morgan June 2013 - August 2013
Accenture March 2006 - June 2012
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Università degli Studi di Roma 'La Sapienza' 2000 — 2005
Master of Engineering, Aerospace and Aeronautical Engineering, Graduated with highest distinction
Rothschild August 2014 - Present
J.P. Morgan June 2013 - August 2013
Accenture March 2006 - June 2012
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Università degli Studi di Roma 'La Sapienza' 2000 — 2005
Master of Engineering, Aerospace and Aeronautical Engineering, Graduated with highest distinction
Dominique Ruiz's J.P. Morgan Experience May 2004 - June 2010
Job American Funds
Industry Financial Services
Experience
Capital Group September 2014 - Present
ADP June 2012 - Present
Wells Fargo June 2010 - December 2010
J.P. Morgan May 2004 - June 2010
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Underwriting, Portfolio Management, Financial Analysis, Residential Mortgages, Refinance
Education
Unversity Of Phoenix 2010 — 2013
Business, Management, Marketing, and Related Support Services
San Antonio College 2003 — 2007
Capital Group September 2014 - Present
ADP June 2012 - Present
Wells Fargo June 2010 - December 2010
J.P. Morgan May 2004 - June 2010
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Underwriting, Portfolio Management, Financial Analysis, Residential Mortgages, Refinance
Education
Unversity Of Phoenix 2010 — 2013
Business, Management, Marketing, and Related Support Services
San Antonio College 2003 — 2007
Laura Mutis's J.P. Morgan Experience 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
J.P. Morgan 2012 - 2012
League of United Latin American Citizens 2011 - 2011
Potomac Institute for Policy Studies May 2010 - August 2010
Skills
Economic Modeling, Economic Research, Financial Analysis, Bloomberg Terminal, International Economics, Research, Political Campaigns, Public Relations, Community Outreach, International Relations, Public Policy, Fundraising, Public Speaking, Analysis, Data Analysis, Leadership, Microsoft Office
Education
University of Florida 2009 — 2013
Bachelor's degree, Summa Cum Laude, Economics/Poltical Economy- Business Administration Minor
Institut d'Etudes politiques de Paris / Sciences Po Paris 2011 — 2011
Business/Managerial Economics
J.P. Morgan 2013 - Present
J.P. Morgan 2012 - 2012
League of United Latin American Citizens 2011 - 2011
Potomac Institute for Policy Studies May 2010 - August 2010
Skills
Economic Modeling, Economic Research, Financial Analysis, Bloomberg Terminal, International Economics, Research, Political Campaigns, Public Relations, Community Outreach, International Relations, Public Policy, Fundraising, Public Speaking, Analysis, Data Analysis, Leadership, Microsoft Office
Education
University of Florida 2009 — 2013
Bachelor's degree, Summa Cum Laude, Economics/Poltical Economy- Business Administration Minor
Institut d'Etudes politiques de Paris / Sciences Po Paris 2011 — 2011
Business/Managerial Economics
Alexis Tamony's J.P. Morgan Experience June 1998 - July 1999
Job Math Teacher at Martinez Junior High School
Industry Education Management
Experience
Martinez Junior High School November 2011 - Present
Heritage High School July 2010 - June 2011
Notre Dame High School August 2008 - July 2010
De La Salle High School August 2003 - July 2008
Goldman Sachs April 1997 - June 2002
J.P. Morgan June 1998 - July 1999
Skills
Editing, Public Speaking, Event Planning, Higher Education, Sports Management, Microsoft Word, Public Relations, Facebook, PowerPoint, Microsoft Excel, Basketball, Blogging, Event Management, Staff Development, Sports, Curriculum Development, Coaching, Research, Curriculum Design, Fundraising, Community Outreach, Nonprofits, Teaching
Education
St. Mary's College of California 2008 — 2010
M.A., Kinesiology - Athletic Administration
St. Mary's College of California 2002 — 2004
CA Teaching Credential, Mathematics
UC Berkeley Haas School of Business 1994 — 1998
B.S., Business Administration - Finance
Martinez Junior High School November 2011 - Present
Heritage High School July 2010 - June 2011
Notre Dame High School August 2008 - July 2010
De La Salle High School August 2003 - July 2008
Goldman Sachs April 1997 - June 2002
J.P. Morgan June 1998 - July 1999
Skills
Editing, Public Speaking, Event Planning, Higher Education, Sports Management, Microsoft Word, Public Relations, Facebook, PowerPoint, Microsoft Excel, Basketball, Blogging, Event Management, Staff Development, Sports, Curriculum Development, Coaching, Research, Curriculum Design, Fundraising, Community Outreach, Nonprofits, Teaching
Education
St. Mary's College of California 2008 — 2010
M.A., Kinesiology - Athletic Administration
St. Mary's College of California 2002 — 2004
CA Teaching Credential, Mathematics
UC Berkeley Haas School of Business 1994 — 1998
B.S., Business Administration - Finance
Shirley Wilson's J.P. Morgan Experience April 1998 - February 2001
Job Executive Assistant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2006 - Present
UHY Advisors February 2005 - September 2006
Vaughn Construction October 2003 - July 2004
J.P. Morgan April 1998 - February 2001
J.P. Morgan July 1992 - April 1998
J.P. Morgan March 1986 - July 1992
Skills
Administrative..., Marketing, Communication, Event Planning, Project Management, Business Development, Client Relations Skills, Investments, Proposal Writing, Budget Monitoring, Sales Support Tools, Treasury Management, Management Reporting, Management, Time Management, Marketing Communications, Client Relations, Risk Management
Education
University of Houston-Clear Lake 2001 — 2003
Bachelor of Arts (B.A.), Communication, General, 3.9
San Jacinto College 1996 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.8
Wells Fargo Bank December 2006 - Present
UHY Advisors February 2005 - September 2006
Vaughn Construction October 2003 - July 2004
J.P. Morgan April 1998 - February 2001
J.P. Morgan July 1992 - April 1998
J.P. Morgan March 1986 - July 1992
Skills
Administrative..., Marketing, Communication, Event Planning, Project Management, Business Development, Client Relations Skills, Investments, Proposal Writing, Budget Monitoring, Sales Support Tools, Treasury Management, Management Reporting, Management, Time Management, Marketing Communications, Client Relations, Risk Management
Education
University of Houston-Clear Lake 2001 — 2003
Bachelor of Arts (B.A.), Communication, General, 3.9
San Jacinto College 1996 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.8
Robert Mateicka's J.P. Morgan Experience August 1996 - August 1999
Job Chief Compliance Officer at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann January 2007 - Present
Sterling Financial, Florida August 2003 - January 2006
C.E. Unterberg, Towbin August 1999 - August 2003
J.P. Morgan August 1996 - August 1999
Lehman Brothers August 1979 - August 1996
Skills
Investment Banking, Series 7, Series 24, Series 63, Alternative Investments, Equities, AML, Mutual Funds, Due Diligence, Private Equity, Capital Markets, Investments, Options, Equity Trading, Series 65, Trading, Investment Advisory, Fixed Income, Private Placements, Asset Managment, Asset Management, Financial Markets, KYC, Financial Risk, Trading Systems, Electronic Trading, Equity Research, Risk Management, Financial Services, Mergers & Acquisitions, Portfolio Management, Securities Regulation, IPO, Uniform Combined State...
Education
St. Peter's College 1971 — 1975
"BS", Economics
Bayonne H S 1967 — 1971
Ladenburg Thalmann January 2007 - Present
Sterling Financial, Florida August 2003 - January 2006
C.E. Unterberg, Towbin August 1999 - August 2003
J.P. Morgan August 1996 - August 1999
Lehman Brothers August 1979 - August 1996
Skills
Investment Banking, Series 7, Series 24, Series 63, Alternative Investments, Equities, AML, Mutual Funds, Due Diligence, Private Equity, Capital Markets, Investments, Options, Equity Trading, Series 65, Trading, Investment Advisory, Fixed Income, Private Placements, Asset Managment, Asset Management, Financial Markets, KYC, Financial Risk, Trading Systems, Electronic Trading, Equity Research, Risk Management, Financial Services, Mergers & Acquisitions, Portfolio Management, Securities Regulation, IPO, Uniform Combined State...
Education
St. Peter's College 1971 — 1975
"BS", Economics
Bayonne H S 1967 — 1971
mark orsi's J.P. Morgan Experience March 2000 - March 2006
Job Equity Sales at Lazard Capital Markets
Industry Investment Banking
Experience
Lazard Capital Markets March 2006 - Present
J.P. Morgan March 2000 - March 2006
Franklin Templeton Investments July 1990 - March 2000
Skills
Equity Research, Series 7, Series 63, Equities, Hedge Funds
Education
Santa Clara University
Bachelor of Science (BS), Finance, General
Lazard Capital Markets March 2006 - Present
J.P. Morgan March 2000 - March 2006
Franklin Templeton Investments July 1990 - March 2000
Skills
Equity Research, Series 7, Series 63, Equities, Hedge Funds
Education
Santa Clara University
Bachelor of Science (BS), Finance, General
Leslie Lassiter's J.P. Morgan Experience October 2010 - Present
Job Managing Director
Industry Investment Management
Experience
J.P. Morgan October 2010 - Present
Education
Scripps College
Bachelor of Arts (B.A.), Quantitative Economics
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
J.P. Morgan October 2010 - Present
Education
Scripps College
Bachelor of Arts (B.A.), Quantitative Economics
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
William Laird's J.P. Morgan Experience Vice-PresidentJP Morgan1988 - Present
Job Senior Operations MGR at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Vice-PresidentJP Morgan1988 - Present
Education
Saint Xavier University 1988 — 1992
Bachelor, Accounting
J.P. Morgan Vice-PresidentJP Morgan1988 - Present
Education
Saint Xavier University 1988 — 1992
Bachelor, Accounting
Brian Hynes's J.P. Morgan Experience November 2000 - January 2006
Job Director of Research at Global Healthcare Advisors
Industry Investment Banking
Experience
Global Healthcare Advisors, LLC March 2015 - Present
Sony Electronics May 2012 - February 2015
Kaufman Bros. LLP March 2010 - February 2012
Susquehanna International Group January 2006 - March 2008
J.P. Morgan November 2000 - January 2006
KPMG September 1997 - November 2000
Skills
Financial Modeling, Strategy, Valuation, Equities, Investments, Hedge Funds, Equity Research, Economics, Capital Markets, Equity Valuation, Bloomberg, Investment Banking
Education
Santa Clara University
Bachelor of Science, Accounting
Global Healthcare Advisors, LLC March 2015 - Present
Sony Electronics May 2012 - February 2015
Kaufman Bros. LLP March 2010 - February 2012
Susquehanna International Group January 2006 - March 2008
J.P. Morgan November 2000 - January 2006
KPMG September 1997 - November 2000
Skills
Financial Modeling, Strategy, Valuation, Equities, Investments, Hedge Funds, Equity Research, Economics, Capital Markets, Equity Valuation, Bloomberg, Investment Banking
Education
Santa Clara University
Bachelor of Science, Accounting
Randy Casjens's J.P. Morgan Experience 2008 - 2010
Job Banking Professional
Industry Banking
Experience
J.P. Morgan 2008 - 2010
Washington Mutual March 2008 - September 2009
Education
Precision Technical Institute 2004 — 2004
Auto/CAD Certification, Mechanical Drafting and Mechanical Drafting CAD/CADD
San Joaquin Delta College 1997 — 1998
J.P. Morgan 2008 - 2010
Washington Mutual March 2008 - September 2009
Education
Precision Technical Institute 2004 — 2004
Auto/CAD Certification, Mechanical Drafting and Mechanical Drafting CAD/CADD
San Joaquin Delta College 1997 — 1998
opal wint's J.P. Morgan Experience January 2014 - May 2014
Job Project Coordinator Citigroup at Software Guidance & Assistance
Industry Banking
Experience
Software Guidance & Assistance August 2014 - Present
J.P. Morgan January 2014 - May 2014
J.P. Morgan January 2012 - January 2014
J.P. Morgan January 2011 - January 2012
J.P. Morgan January 2006 - January 2011
J.P. Morgan January 2001 - January 2006
Bank of America January 2000 - January 2001
Bank of America January 1999 - January 2000
Skills
Business Requirements, Management, User Acceptance Testing
Education
Saint Leo University
Software Guidance & Assistance August 2014 - Present
J.P. Morgan January 2014 - May 2014
J.P. Morgan January 2012 - January 2014
J.P. Morgan January 2011 - January 2012
J.P. Morgan January 2006 - January 2011
J.P. Morgan January 2001 - January 2006
Bank of America January 2000 - January 2001
Bank of America January 1999 - January 2000
Skills
Business Requirements, Management, User Acceptance Testing
Education
Saint Leo University
Jason Zahn's J.P. Morgan Experience July 2011 - April 2012
Job Officer at J.P. Morgan
Industry Financial Services
Experience
Hedge Fund Services July 2012 - Present
J.P. Morgan July 2011 - April 2012
State Street Corp October 2008 - July 2011
J.P. Morgan April 2008 - July 2011
State Street Corp February 2006 - October 2008
State Street CorpQuincy April 2004 - February 2006
Skills
Accounting, Analysis, Auditing, Banking, Finance, Financial Modeling, Mutual Funds
Education
Salem State College 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
Hedge Fund Services July 2012 - Present
J.P. Morgan July 2011 - April 2012
State Street Corp October 2008 - July 2011
J.P. Morgan April 2008 - July 2011
State Street Corp February 2006 - October 2008
State Street CorpQuincy April 2004 - February 2006
Skills
Accounting, Analysis, Auditing, Banking, Finance, Financial Modeling, Mutual Funds
Education
Salem State College 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
Geoff Gewehr's J.P. Morgan Experience January 2010 - Present
Job Underwriter at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2010 - Present
J.P. Morgan February 2007 - January 2010
Homecomings Financial July 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
San Diego State University-California State University 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan January 2010 - Present
J.P. Morgan February 2007 - January 2010
Homecomings Financial July 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
San Diego State University-California State University 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Christina Lucero's J.P. Morgan Experience September 2007 - Present
Job ASSET MANAGER II at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan September 2007 - Present
HSBC Private Bank January 2001 - September 2007
Skills
Portfolio Management, Auditing, Quality Assurance, Asset Management, Due Diligence, Underwriting, Compliance, Loss Mitigation, REO, Default, Mortgage Banking, Refinance, Valuation, Organizational..., Title Searches, Risk Assessment, Foreclosures, Real Estate, Real Estate Transactions, Appraisals
Education
San Diego State University-California State University 1986 — 1994
International Business
Workshop
J.P. Morgan September 2007 - Present
HSBC Private Bank January 2001 - September 2007
Skills
Portfolio Management, Auditing, Quality Assurance, Asset Management, Due Diligence, Underwriting, Compliance, Loss Mitigation, REO, Default, Mortgage Banking, Refinance, Valuation, Organizational..., Title Searches, Risk Assessment, Foreclosures, Real Estate, Real Estate Transactions, Appraisals
Education
San Diego State University-California State University 1986 — 1994
International Business
Workshop
Charlena Briggs's J.P. Morgan Experience February 2010 - October 2011
Job Assistant Administrative Analyst at UCLA
Industry Financial Services
Experience
UCLA May 2014 - Present
JPMorgan Chase May 2012 - November 2013
JPMorgan Chase October 2011 - May 2012
J.P. Morgan February 2010 - October 2011
J.P. Morgan May 2009 - March 2011
J.P. Morgan March 2008 - December 2008
J.P. Morgan August 2005 - March 2008
Education
Scottsdale Community College 2010 — 2011
General Studies
UCLA May 2014 - Present
JPMorgan Chase May 2012 - November 2013
JPMorgan Chase October 2011 - May 2012
J.P. Morgan February 2010 - October 2011
J.P. Morgan May 2009 - March 2011
J.P. Morgan March 2008 - December 2008
J.P. Morgan August 2005 - March 2008
Education
Scottsdale Community College 2010 — 2011
General Studies
Richard Tardiff's J.P. Morgan Experience July 2013 - January 2014
Job Vice President, Office of Regulatory Strategy and Execution
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
State Street February 2014 - August 2015
J.P. Morgan July 2013 - January 2014
John Hancock Financial Services May 2011 - June 2013
John Hancock Financial Services May 2010 - May 2011
John Hancock Financial Services April 2008 - May 2010
John Hancock Financial Services July 2007 - April 2008
Skills
Risk Assessment, Operational Excellence, Operational Risk, SOX 404, Derivatives, Internal Audit, Internal Controls, Business Process..., Hedge Accounting, Asset Allocation, Trading, Fund Accounting, Valuation, FAS 133, FAS 157, GLBA, Anti Money Laundering, Project Management, People Skills, Fund Of Funds, Natural Resources, Mutual Funds, Equities, Fixed Income, Value Added Analysis, reinsurance, Asset Management, Front Office, Middle Office, Back Office, Global Custody
Education
Salem State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
State Street Global Advisors August 2015 - Present
State Street February 2014 - August 2015
J.P. Morgan July 2013 - January 2014
John Hancock Financial Services May 2011 - June 2013
John Hancock Financial Services May 2010 - May 2011
John Hancock Financial Services April 2008 - May 2010
John Hancock Financial Services July 2007 - April 2008
Skills
Risk Assessment, Operational Excellence, Operational Risk, SOX 404, Derivatives, Internal Audit, Internal Controls, Business Process..., Hedge Accounting, Asset Allocation, Trading, Fund Accounting, Valuation, FAS 133, FAS 157, GLBA, Anti Money Laundering, Project Management, People Skills, Fund Of Funds, Natural Resources, Mutual Funds, Equities, Fixed Income, Value Added Analysis, reinsurance, Asset Management, Front Office, Middle Office, Back Office, Global Custody
Education
Salem State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Denise Jessen's J.P. Morgan Experience July 2004 - September 2009
Job Office manager at State Farm
Industry Insurance
Experience
State Farm September 2009 - Present
J.P. Morgan July 2004 - September 2009
Dillards October 1999 - July 2004
Education
Salt Lake Community College 1992 — 1997
Associate's degree, Electrical and Electronics Engineering
State Farm September 2009 - Present
J.P. Morgan July 2004 - September 2009
Dillards October 1999 - July 2004
Education
Salt Lake Community College 1992 — 1997
Associate's degree, Electrical and Electronics Engineering
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.