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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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Naomi Brooks Naomi Brooks's J.P. Morgan Experience 2015 - Present
Job Corporate Development Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan 2015 - Present
Telefund (Spelman College Annual Fund) January 2013 - Present
Juvenile Justice Center September 2013 - Present
Spelman College - Office of Admissions and Enrollment Management August 2013 - Present
Barclays Wealth and Investment Management June 2014 - August 2014
Teen Angels Society September 2013 - May 2014
Atlanta Collegiate Chapter of Association of Fundraising Professionals January 2013 - May 2014
SHAPE (Student Health Association & Peer Education) March 2013 - March 2014
Joseph E. Lowery Celebration Committee September 2013 - October 2013
Preserve our Legacy July 2013 - August 2013
Skills
Organizational..., Public Speaking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Twitter, Instagram, Communication, Media & Entertainment, Writing, Entertainment
Education
Spelman College 2012 — 2016
Psychology, Sophomore
J.P. Morgan 2015 - Present
Telefund (Spelman College Annual Fund) January 2013 - Present
Juvenile Justice Center September 2013 - Present
Spelman College - Office of Admissions and Enrollment Management August 2013 - Present
Barclays Wealth and Investment Management June 2014 - August 2014
Teen Angels Society September 2013 - May 2014
Atlanta Collegiate Chapter of Association of Fundraising Professionals January 2013 - May 2014
SHAPE (Student Health Association & Peer Education) March 2013 - March 2014
Joseph E. Lowery Celebration Committee September 2013 - October 2013
Preserve our Legacy July 2013 - August 2013
Skills
Organizational..., Public Speaking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Twitter, Instagram, Communication, Media & Entertainment, Writing, Entertainment
Education
Spelman College 2012 — 2016
Psychology, Sophomore
Jade Kimpson Jade Kimpson's J.P. Morgan Experience 2013 - 2013
Job Economist
Industry Research
Experience
RTI International July 2014 - Present
Community Standards Review Board, Spelman College April 2012 - May 2014
Spelman College August 2013 - December 2013
J.P. Morgan 2013 - 2013
Jumpstart AUC January 2012 - May 2012
Skills
Stata, SPSS, Data Analysis, Quantitative Analytics, Visual Basic, Spanish, Higher Education, Program Evaluation, Program Development, Nonprofits
Education
Spelman College 2011 — 2014
Bachelor of Arts (B.A.), Economics
RTI International July 2014 - Present
Community Standards Review Board, Spelman College April 2012 - May 2014
Spelman College August 2013 - December 2013
J.P. Morgan 2013 - 2013
Jumpstart AUC January 2012 - May 2012
Skills
Stata, SPSS, Data Analysis, Quantitative Analytics, Visual Basic, Spanish, Higher Education, Program Evaluation, Program Development, Nonprofits
Education
Spelman College 2011 — 2014
Bachelor of Arts (B.A.), Economics
Sarah Blettner's J.P. Morgan Experience June 2015 - August 2015
Job Finance & Economics Student at SMU Cox School of Business
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
The Integer Group May 2014 - June 2014
DRS Technologies, Inc. May 2013 - August 2013
Self-Employed August 2011 - May 2012
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics, Senior
Lake Highlands High School 2008 — 2012
J.P. Morgan June 2015 - August 2015
The Integer Group May 2014 - June 2014
DRS Technologies, Inc. May 2013 - August 2013
Self-Employed August 2011 - May 2012
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics, Senior
Lake Highlands High School 2008 — 2012
Casey Park Casey Park's J.P. Morgan Experience August 2012 - September 2013
Job Director of Investments at TAC
Industry Investment Management
Experience
The Arnold Companies September 2013 - Present
J.P. Morgan August 2012 - September 2013
Goldman Sachs June 2007 - June 2010
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (M.B.A.)
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, summa cum laude
Southern Methodist University 2003 — 2007
Bachelor of Science (B.S.), Economics, summa cum laude
The Arnold Companies September 2013 - Present
J.P. Morgan August 2012 - September 2013
Goldman Sachs June 2007 - June 2010
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (M.B.A.)
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, summa cum laude
Southern Methodist University 2003 — 2007
Bachelor of Science (B.S.), Economics, summa cum laude
Eric Sabandal Eric Sabandal's J.P. Morgan Experience June 2013 - August 2015
Job Corporate Development at Blue Apron
Industry Internet
Experience
Blue Apron August 2015 - Present
J.P. Morgan June 2013 - August 2015
J.P. Morgan June 2012 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Investments, Capital IQ, FactSet, Bloomberg, Valuation, Analysis, Microsoft Word, Accounting, Securities, Social Networking, Asset Management, Portfolio Management, Financial Services, Asset Managment, Leadership, Management, Research, Social Media
Education
Southern Methodist University 2009 — 2013
B.B.A. with Business Honors, B.A. with University Honors, Finance with a specialization in Alternative Asset Management, Foreign Languages, Finance GPA: 3.9/4.0 Cumulative GPA: 3.8/4.0
Fundación José Ortega y Gasset 2011 — 2011
Finance, Marketing, Corporate Responsibility, Spanish
Park Tudor High School 2006 — 2009
Blue Apron August 2015 - Present
J.P. Morgan June 2013 - August 2015
J.P. Morgan June 2012 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Investments, Capital IQ, FactSet, Bloomberg, Valuation, Analysis, Microsoft Word, Accounting, Securities, Social Networking, Asset Management, Portfolio Management, Financial Services, Asset Managment, Leadership, Management, Research, Social Media
Education
Southern Methodist University 2009 — 2013
B.B.A. with Business Honors, B.A. with University Honors, Finance with a specialization in Alternative Asset Management, Foreign Languages, Finance GPA: 3.9/4.0 Cumulative GPA: 3.8/4.0
Fundación José Ortega y Gasset 2011 — 2011
Finance, Marketing, Corporate Responsibility, Spanish
Park Tudor High School 2006 — 2009
Marianne Mantler Marianne Mantler's J.P. Morgan Experience January 2012 - Present
Job Senior Implmentation Project Manager, MBA, PMP
Industry Banking
Experience
J.P. Morgan January 2012 - Present
JPMorgan Chase January 1999 - December 2011
May Department Stores 1991 - 1993
Memorial Medical Center 1982 - 1985
Skills
Project Management, Project Planning, Payments, Governance, Revenue Analysis, SDLC, Vendor Management, Business Analysis, Risk Management, Program Management, Banking, PMP, Cash Management, Portfolio Management, Process Improvement, Visio, Treasury Management, Change Management, Project Portfolio..., Software Project..., Software Development, PMO, Management
Education
University of South Florida 1995 — 1998
MBA, International Business, Finance, Marketing
Southwestern College 1975 — 1977
BA, Mathematics, Psychology
Washburn University 1972 — 1974
Mathematics
Winfield high school
J.P. Morgan January 2012 - Present
JPMorgan Chase January 1999 - December 2011
May Department Stores 1991 - 1993
Memorial Medical Center 1982 - 1985
Skills
Project Management, Project Planning, Payments, Governance, Revenue Analysis, SDLC, Vendor Management, Business Analysis, Risk Management, Program Management, Banking, PMP, Cash Management, Portfolio Management, Process Improvement, Visio, Treasury Management, Change Management, Project Portfolio..., Software Project..., Software Development, PMO, Management
Education
University of South Florida 1995 — 1998
MBA, International Business, Finance, Marketing
Southwestern College 1975 — 1977
BA, Mathematics, Psychology
Washburn University 1972 — 1974
Mathematics
Winfield high school
Charles Velie Charles Velie's J.P. Morgan Experience May 2015 - Present
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Boeing May 2014 - August 2014
Esposito Securities, LLC March 2013 - April 2014
Conservis June 2012 - December 2012
Skills
Financial Modeling, Financial Analysis, Project Management, Bloomberg, Microsoft Excel, Analysis, Data Analysis, Portfolio Management, Strategic Financial..., PowerPoint, Financial Planning
Education
Southern Methodist University 2011 — 2015
BBA Finance, Portfolio Management Practicum
The Blake School 1997 — 2011
J.P. Morgan May 2015 - Present
Boeing May 2014 - August 2014
Esposito Securities, LLC March 2013 - April 2014
Conservis June 2012 - December 2012
Skills
Financial Modeling, Financial Analysis, Project Management, Bloomberg, Microsoft Excel, Analysis, Data Analysis, Portfolio Management, Strategic Financial..., PowerPoint, Financial Planning
Education
Southern Methodist University 2011 — 2015
BBA Finance, Portfolio Management Practicum
The Blake School 1997 — 2011
Chadwick Roberson's J.P. Morgan Experience August 2014 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2010 - August 2014
JPMorgan January 2010 - June 2010
JPMorgan July 2008 - January 2010
JP Morgan Chase April 2006 - July 2008
Skills
Building Relationships, Private Client Services, Financial Reporting, Financial Modeling, Credit Risk, Risk Management, Operational Risk..., Credit Derivatives, Portfolio Management, Insurance, Leveraged Finance, Equity Capital Markets, Equities, Financial Analysis, Public Speaking, Morningstar, Wealth Management, Capital Markets, Investment Banking, Credit, Private Clients, Series 7, Corporate Finance, Derivatives, FX Options, Microsoft Office, Asset Management, Fixed Income, Valuation, Bloomberg, Hedge Funds, Investments, Alternative Investments
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2003 — 2008
BS, Finanace & Economics
J.P. Morgan August 2014 - Present
J.P. Morgan June 2010 - August 2014
JPMorgan January 2010 - June 2010
JPMorgan July 2008 - January 2010
JP Morgan Chase April 2006 - July 2008
Skills
Building Relationships, Private Client Services, Financial Reporting, Financial Modeling, Credit Risk, Risk Management, Operational Risk..., Credit Derivatives, Portfolio Management, Insurance, Leveraged Finance, Equity Capital Markets, Equities, Financial Analysis, Public Speaking, Morningstar, Wealth Management, Capital Markets, Investment Banking, Credit, Private Clients, Series 7, Corporate Finance, Derivatives, FX Options, Microsoft Office, Asset Management, Fixed Income, Valuation, Bloomberg, Hedge Funds, Investments, Alternative Investments
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2003 — 2008
BS, Finanace & Economics
Jonas Levy Jonas Levy's J.P. Morgan Experience 2006 - 2008
Job PartnerDirector of Investments and Development at Silverado Interests
Industry Financial Services
Experience
Silverado Interests July 2014 - Present
Silverado Interests July 2012 - June 2014
Silverado Interests 2012 - July 2012
Behringer Harvard 2011 - 2012
Behringer Harvard 2008 - 2011
J.P. Morgan 2006 - 2008
Fidelity Investments 2004 - 2005
Skills
Real Estate Private..., Private Equity, Mergers & Acquisitions, Capital Markets, Acquisitions, Investments, Financial Modeling, Finance, Real Estate Financing, Real Estate Development, Real Estate Transactions, Strategy, Leadership, Financial Structuring, Joint Ventures, Due Diligence, Financial Analysis, Alternative Investments, Management, Commercial Real Estate, Mergers, Portfolio Management, Investor Relations, Investment Properties, Corporate Finance, Real Estate Economics, Asset Management, Valuation, Real Estate, Strategic Planning, Venture Capital, Entrepreneurship, Sales
Education
Southern Methodist University 2010 — 2012
MBA, Alternative Assets, Corporate Finance, Energy Finance, Investment Management
Silverado Interests July 2014 - Present
Silverado Interests July 2012 - June 2014
Silverado Interests 2012 - July 2012
Behringer Harvard 2011 - 2012
Behringer Harvard 2008 - 2011
J.P. Morgan 2006 - 2008
Fidelity Investments 2004 - 2005
Skills
Real Estate Private..., Private Equity, Mergers & Acquisitions, Capital Markets, Acquisitions, Investments, Financial Modeling, Finance, Real Estate Financing, Real Estate Development, Real Estate Transactions, Strategy, Leadership, Financial Structuring, Joint Ventures, Due Diligence, Financial Analysis, Alternative Investments, Management, Commercial Real Estate, Mergers, Portfolio Management, Investor Relations, Investment Properties, Corporate Finance, Real Estate Economics, Asset Management, Valuation, Real Estate, Strategic Planning, Venture Capital, Entrepreneurship, Sales
Education
Southern Methodist University 2010 — 2012
MBA, Alternative Assets, Corporate Finance, Energy Finance, Investment Management
Tessa Yates (Myers) Tessa Yates (Myers)'s J.P. Morgan Experience June 2015 - Present
Job JP Morgan Chase & Co
Industry Banking
Experience
J.P. Morgan June 2015 - Present
JPMorgan Chase July 2009 - Present
Skills
Due Diligence, Customer Service, Management, Investments, Team Building, Contract Negotiation, Leadership, Microsoft Office, Strategy, Vendor Management, Process Improvement, Business Development, Credit, Business Planning, Negotiation, Strategic Planning, Credit Analysis, Customer Satisfaction, Business Strategy, Start-ups, Coaching, Human Resources, Banking, Financial Services, Call Centers, Relationship Management, Project Management, Analysis, Credit Cards, Microsoft Excel, Sales, Program Management, Change Management, Financial Analysis, Business Process..., Team Leadership, Finance, Business Analysis, Risk Management, Retail Banking
Education
The University of Texas at San Antonio 2013 — 2014
Bachelor's degree, Criminal Justice/Law Enforcement Administration minor in Law
Texas A&M University 2012 — 2013
transfer, Law
Southern Oregon University 2005 — 2009
undergrad, Law
J.P. Morgan June 2015 - Present
JPMorgan Chase July 2009 - Present
Skills
Due Diligence, Customer Service, Management, Investments, Team Building, Contract Negotiation, Leadership, Microsoft Office, Strategy, Vendor Management, Process Improvement, Business Development, Credit, Business Planning, Negotiation, Strategic Planning, Credit Analysis, Customer Satisfaction, Business Strategy, Start-ups, Coaching, Human Resources, Banking, Financial Services, Call Centers, Relationship Management, Project Management, Analysis, Credit Cards, Microsoft Excel, Sales, Program Management, Change Management, Financial Analysis, Business Process..., Team Leadership, Finance, Business Analysis, Risk Management, Retail Banking
Education
The University of Texas at San Antonio 2013 — 2014
Bachelor's degree, Criminal Justice/Law Enforcement Administration minor in Law
Texas A&M University 2012 — 2013
transfer, Law
Southern Oregon University 2005 — 2009
undergrad, Law
Jim Schuessler's J.P. Morgan Experience October 2012 - September 2014
Job Client Project Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
J.P. Morgan October 2012 - September 2014
J.P. Morgan March 2006 - October 2012
Skills
Project Management, Product Management, Policies & Procedures..., Consulting, Customer Service, Training, Risk Management
Education
The University of Kansas 2001 — 2006
Economics
Southwestern College 2000 — 2001
Great-West Financial September 2014 - Present
J.P. Morgan October 2012 - September 2014
J.P. Morgan March 2006 - October 2012
Skills
Project Management, Product Management, Policies & Procedures..., Consulting, Customer Service, Training, Risk Management
Education
The University of Kansas 2001 — 2006
Economics
Southwestern College 2000 — 2001
Brandon Boyd Brandon Boyd's J.P. Morgan Experience February 2009 - April 2010
Job Associate at ORIX Mezzanine & Private Equity
Industry Financial Services
Experience
ORIX Mezzanine & Private Equity April 2014 - Present
Orix Corporate Capital September 2011 - April 2014
ORIX Corporate Capital June 2010 - September 2011
J.P. Morgan February 2009 - April 2010
Merrill Lynch December 2007 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Investments, Due Diligence, Equity Research
Education
Southern Methodist University 2007 — 2010
BBA, Finance
Allen High School
ORIX Mezzanine & Private Equity April 2014 - Present
Orix Corporate Capital September 2011 - April 2014
ORIX Corporate Capital June 2010 - September 2011
J.P. Morgan February 2009 - April 2010
Merrill Lynch December 2007 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Investments, Due Diligence, Equity Research
Education
Southern Methodist University 2007 — 2010
BBA, Finance
Allen High School
Sai Madhukar Srinivasa Sai Madhukar Srinivasa's J.P. Morgan Experience August 2015 - Present
Job Associate, Card Modeling Analytics at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
University of Connecticut - Office of Institutional Research & Effectiveness (OIRE) November 2014 - May 2015
UConn Business Learning Accelerator August 2014 - December 2014
Dell June 2012 - December 2013
Marketelligent January 2012 - December 2013
ACS Group May 2009 - December 2011
Skills
Analytics, SAS, Data Analysis, Data Mining, Business Analytics, Predictive Analytics, Business Intelligence, Statistics, Project Management, Market Research, SQL
Education
University of Connecticut 2014 — 2015
Master of Science (MS), Business Analytics & Project Management, 4.0
Sri Sathya Sai Institute of Higher Learning 2007 — 2009
MBA
Sri Sathya Sai Institute of Higher Learning 2005 — 2007
MA Economics, Econometrics
Sri Sathya Sai Institute of Higher Learning 2002 — 2005
BSc Hons, Maths, Economics, Statistics
J.P. Morgan August 2015 - Present
University of Connecticut - Office of Institutional Research & Effectiveness (OIRE) November 2014 - May 2015
UConn Business Learning Accelerator August 2014 - December 2014
Dell June 2012 - December 2013
Marketelligent January 2012 - December 2013
ACS Group May 2009 - December 2011
Skills
Analytics, SAS, Data Analysis, Data Mining, Business Analytics, Predictive Analytics, Business Intelligence, Statistics, Project Management, Market Research, SQL
Education
University of Connecticut 2014 — 2015
Master of Science (MS), Business Analytics & Project Management, 4.0
Sri Sathya Sai Institute of Higher Learning 2007 — 2009
MBA
Sri Sathya Sai Institute of Higher Learning 2005 — 2007
MA Economics, Econometrics
Sri Sathya Sai Institute of Higher Learning 2002 — 2005
BSc Hons, Maths, Economics, Statistics
Cj Vinson Cj Vinson's J.P. Morgan Experience July 2004 - May 2007
Job Video Producer/ Director at The Sessions
Industry Motion Pictures and Film
Experience
The Sessions April 2009 - Present
Matador Content April 2014 - July 2014
C3 Presents March 2012 - June 2014
MTV March 2014 - March 2014
W Hotels January 2012 - January 2014
mtvU March 2012 - March 2012
ESPN February 2012 - March 2012
William Morris Endeavor August 2007 - August 2008
J.P. Morgan July 2004 - May 2007
Skills
Music Videos, Video Production, Music Production, Public Speaking, Final Cut Pro, Film Editing, Event Management, Events, Film Production, Customer Service, English, Pilot Projects, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Sound Editing, Pro Tools, Television, Premiere
Education
Southern Methodist University 2000 — 2004
BS, Accounting and Finance
The Sessions April 2009 - Present
Matador Content April 2014 - July 2014
C3 Presents March 2012 - June 2014
MTV March 2014 - March 2014
W Hotels January 2012 - January 2014
mtvU March 2012 - March 2012
ESPN February 2012 - March 2012
William Morris Endeavor August 2007 - August 2008
J.P. Morgan July 2004 - May 2007
Skills
Music Videos, Video Production, Music Production, Public Speaking, Final Cut Pro, Film Editing, Event Management, Events, Film Production, Customer Service, English, Pilot Projects, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Sound Editing, Pro Tools, Television, Premiere
Education
Southern Methodist University 2000 — 2004
BS, Accounting and Finance
Dale Potts Dale Potts's J.P. Morgan Experience May 2014 - August 2014
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - August 2014
KR Wealth Management August 2013 - December 2013
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word, Social Media Marketing, Spanish, Editing, Time Management
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan May 2014 - August 2014
KR Wealth Management August 2013 - December 2013
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word, Social Media Marketing, Spanish, Editing, Time Management
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Tony LaRose Tony LaRose's J.P. Morgan Experience September 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
Christina Rodgers Christina Rodgers's J.P. Morgan Experience February 2009 - August 2012
Job Community Leader and Private Banker at Frost Bank
Industry
Experience
Frost Bank June 2015 - Present
Wells Fargo August 2012 - December 2014
J.P. Morgan February 2009 - August 2012
J.P. Morgan January 2007 - February 2009
SmithBarney May 2006 - August 2006
Skills
Wealth Management, Private Banking, Credit Analysis, Commercial Lending, Relationship Management, Mortgage Lending, Asset Allocation, Series 7, Investments, Portfolio Management, Commercial Banking, Loans, Equities, Banking, Credit, Financial Analysis
Education
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Cum Laude
Southern Methodist University - Cox School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
All Saints' Episcopal School
Frost Bank June 2015 - Present
Wells Fargo August 2012 - December 2014
J.P. Morgan February 2009 - August 2012
J.P. Morgan January 2007 - February 2009
SmithBarney May 2006 - August 2006
Skills
Wealth Management, Private Banking, Credit Analysis, Commercial Lending, Relationship Management, Mortgage Lending, Asset Allocation, Series 7, Investments, Portfolio Management, Commercial Banking, Loans, Equities, Banking, Credit, Financial Analysis
Education
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Cum Laude
Southern Methodist University - Cox School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
All Saints' Episcopal School
Leila (Cornelius) Redwine Leila (Cornelius) Redwine's J.P. Morgan Experience August 2013 - Present
Job Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Bank of America June 2009 - July 2011
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting Concentrations
Texas A&M University 2005 — 2009
Bachelor's degree, Finance, General
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Bank of America June 2009 - July 2011
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting Concentrations
Texas A&M University 2005 — 2009
Bachelor's degree, Finance, General
Evan Troop's J.P. Morgan Experience June 2013 - Present
Job Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
USMMA North Texas Alumni Chapter October 2010 - Present
Military 2009 - Present
Investment Banking Institute June 2012 - June 2012
Transocean InternationalDevelopment Driller August 2009 - August 2011
Military Sealift Command October 2007 - March 2008
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
United States Merchant Marine Academy 2005 — 2009
Bachelor of Science, Maritime Transportation
J.P. Morgan June 2013 - Present
USMMA North Texas Alumni Chapter October 2010 - Present
Military 2009 - Present
Investment Banking Institute June 2012 - June 2012
Transocean InternationalDevelopment Driller August 2009 - August 2011
Military Sealift Command October 2007 - March 2008
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
United States Merchant Marine Academy 2005 — 2009
Bachelor of Science, Maritime Transportation
Shakila Zaman Shakila Zaman's J.P. Morgan Experience January 2015 - Present
Job Pricing Analyst at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
Wells Fargo Home Mortgage November 2013 - December 2014
Lyon County, Marshall, MN January 2014 - May 2014
Skills
Teamwork, Strategic Planning, Time Management, QuickBooks, Peachtree, Inventory Management, Cost Accounting, Tax, Non-profit..., Budgets, Financial Accounting, Auditing, Payroll
Education
Southwest Minnesota State University 2012 — 2014
Accounting/finance
J.P. Morgan January 2015 - Present
Wells Fargo Home Mortgage November 2013 - December 2014
Lyon County, Marshall, MN January 2014 - May 2014
Skills
Teamwork, Strategic Planning, Time Management, QuickBooks, Peachtree, Inventory Management, Cost Accounting, Tax, Non-profit..., Budgets, Financial Accounting, Auditing, Payroll
Education
Southwest Minnesota State University 2012 — 2014
Accounting/finance
Matt Pinter Matt Pinter's J.P. Morgan Experience November 2000 - July 2002
Job Private Bank Mortgage Underwriting Supervisor at JP Morgan Chase
Industry Real Estate
Experience
JP Morgan Chase May 2013 - Present
JPMorgan Chase July 2011 - April 2013
CTM Travel July 2009 - January 2011
HSBC September 2002 - October 2010
J.P. Morgan November 2000 - July 2002
Southwestern Company 2000 - 2000
Skills
Loans, Credit, Mortgage Lending, Financial Analysis, Insurance, Mortgage Underwriting, Residential Mortgages, Analysis, Credit Risk, Underwriting, Banking, Loan Origination, Credit Analysis, Consumer Lending
Education
Southern Illinois University, Carbondale 1996 — 2000
Bachelors, Finance
JP Morgan Chase May 2013 - Present
JPMorgan Chase July 2011 - April 2013
CTM Travel July 2009 - January 2011
HSBC September 2002 - October 2010
J.P. Morgan November 2000 - July 2002
Southwestern Company 2000 - 2000
Skills
Loans, Credit, Mortgage Lending, Financial Analysis, Insurance, Mortgage Underwriting, Residential Mortgages, Analysis, Credit Risk, Underwriting, Banking, Loan Origination, Credit Analysis, Consumer Lending
Education
Southern Illinois University, Carbondale 1996 — 2000
Bachelors, Finance
Melissa Gamboa Melissa Gamboa's J.P. Morgan Experience August 2012 - Present
Job Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
Bank of America May 2009 - August 2012
JP Morgan Chase (Washington Mutual Bank) May 2008 - June 2009
Washington Mutual Bank April 2007 - May 2008
Skills
Customer Service, Refinance, Mortgage Lending, FHA, Credit, Loan Origination, Residential Mortgages, Mortgage Banking, Loans, Banking, Commercial Lending, FHA Financing, Mortgage Underwriting
Education
Southern Illinois University, Carbondale
Bachelor's degree, Administration of Justice
J.P. Morgan August 2012 - Present
Bank of America May 2009 - August 2012
JP Morgan Chase (Washington Mutual Bank) May 2008 - June 2009
Washington Mutual Bank April 2007 - May 2008
Skills
Customer Service, Refinance, Mortgage Lending, FHA, Credit, Loan Origination, Residential Mortgages, Mortgage Banking, Loans, Banking, Commercial Lending, FHA Financing, Mortgage Underwriting
Education
Southern Illinois University, Carbondale
Bachelor's degree, Administration of Justice
Jacob Price Jacob Price's J.P. Morgan Experience October 2014 - Present
Job Pricing Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Blueprint Financial Services (Checkmate Financial Services) June 2013 - August 2013
Price Edwards & Company June 2012 - August 2012
Skills
Financial Analysis, Portfolio Management, Teamwork, Microsoft Excel, Accounting, Data Analysis, Market Research, Corporate Finance, Information Technology, Sales, PowerPoint, Microsoft Word, Windows, Company Valuation, Mutual Funds, Commercial Banking, Problem Solving, Project Management, Banking, Microsoft Office
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan October 2014 - Present
Blueprint Financial Services (Checkmate Financial Services) June 2013 - August 2013
Price Edwards & Company June 2012 - August 2012
Skills
Financial Analysis, Portfolio Management, Teamwork, Microsoft Excel, Accounting, Data Analysis, Market Research, Corporate Finance, Information Technology, Sales, PowerPoint, Microsoft Word, Windows, Company Valuation, Mutual Funds, Commercial Banking, Problem Solving, Project Management, Banking, Microsoft Office
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Josh Camp's J.P. Morgan Experience 2008 - 2009
Job Senior Finance Associate at American Energy Partners, LP
Industry Oil & Energy
Experience
American Energy Partners, LP February 2014 - Present
Kosmos Energy December 2012 - January 2014
Kosmos Energy August 2011 - December 2012
BMO Capital Markets 2009 - August 2011
JP Morgan 2008 - 2009
J.P. Morgan June 2007 - August 2007
Skills
Valuation, Financial Modeling, DCF Valuation, Financial Statement..., Microsoft Excel, PowerPoint, Valuation Modeling, M&A analysis, Debt & Equity Financing, Hedging, Investment Valuation, Investment Banking, Private Equity, Refinancings, LBO, IPO, Acquisitions &..., Corporate Finance, Energy, Oil & Gas Industry, Capital IQ, DCF, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Analysis, Finance
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance
American Energy Partners, LP February 2014 - Present
Kosmos Energy December 2012 - January 2014
Kosmos Energy August 2011 - December 2012
BMO Capital Markets 2009 - August 2011
JP Morgan 2008 - 2009
J.P. Morgan June 2007 - August 2007
Skills
Valuation, Financial Modeling, DCF Valuation, Financial Statement..., Microsoft Excel, PowerPoint, Valuation Modeling, M&A analysis, Debt & Equity Financing, Hedging, Investment Valuation, Investment Banking, Private Equity, Refinancings, LBO, IPO, Acquisitions &..., Corporate Finance, Energy, Oil & Gas Industry, Capital IQ, DCF, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Analysis, Finance
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance
Rob Halverson Rob Halverson's J.P. Morgan Experience March 2008 - August 2009
Job Owner of Alphagraphics Chicago North
Industry Printing
Experience
Alphagraphics Chicago North July 2011 - Present
Morgan Stanley September 2010 - September 2011
J.P. Morgan March 2008 - August 2009
Synergy Title Services LLC/ Bankers Title Inc May 2003 - March 2008
Cole Taylor Bank March 1999 - May 2003
Mid Town Bank January 1995 - March 1999
Cole Taylor Bank January 1993 - January 1995
Crown Mortgage Company January 1992 - January 1993
Sweetheart Cup Company January 1990 - January 1992
Skills
Web Based Marketing, Email Marketing, Printing, Direct Mail, Large Format, Graphic Design, Mobile Advertising, Successful Business..., Prospect Lists, Bindery, Digital Printing, Fullfillment, E Commerce, Business Development, Lists, E-commerce, Direct Marketing, Web Marketing, Mortgage Lending, Marketing, Financial Analysis, Finance, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Planning, Sales
Education
University of Denver - Daniels College of Business 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Southern Methodist University - Cox School of Business 1983 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Alphagraphics Chicago North July 2011 - Present
Morgan Stanley September 2010 - September 2011
J.P. Morgan March 2008 - August 2009
Synergy Title Services LLC/ Bankers Title Inc May 2003 - March 2008
Cole Taylor Bank March 1999 - May 2003
Mid Town Bank January 1995 - March 1999
Cole Taylor Bank January 1993 - January 1995
Crown Mortgage Company January 1992 - January 1993
Sweetheart Cup Company January 1990 - January 1992
Skills
Web Based Marketing, Email Marketing, Printing, Direct Mail, Large Format, Graphic Design, Mobile Advertising, Successful Business..., Prospect Lists, Bindery, Digital Printing, Fullfillment, E Commerce, Business Development, Lists, E-commerce, Direct Marketing, Web Marketing, Mortgage Lending, Marketing, Financial Analysis, Finance, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Planning, Sales
Education
University of Denver - Daniels College of Business 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Southern Methodist University - Cox School of Business 1983 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Melody Taylor Melody Taylor's J.P. Morgan Experience April 2002 - May 2006
Job Looking for New Opportunity.
Industry Oil & Energy
Experience
Horticulture Sales December 2013 - Present
Halcon Resources Corporation March 2013 - December 2013
Chesapeake Energy June 2006 - March 2013
J.P. Morgan April 2002 - May 2006
GE Capital 1999 - 2002
Skills
Contract Negotiation, Mineral Rights, Title Opinions, Division Orders, Energy, Natural Gas, Management, Sales, Petroleum, Energy Industry, Gas, Pipelines, Oil & Gas Industry, Oil/Gas, Upstream, Title Searches, Drilling, Customer Service, Negotiation, Contract Management, Oil & Gas, Strategic Planning
Education
Southern Methodist University - Cox School of Business
MBA
Horticulture Sales December 2013 - Present
Halcon Resources Corporation March 2013 - December 2013
Chesapeake Energy June 2006 - March 2013
J.P. Morgan April 2002 - May 2006
GE Capital 1999 - 2002
Skills
Contract Negotiation, Mineral Rights, Title Opinions, Division Orders, Energy, Natural Gas, Management, Sales, Petroleum, Energy Industry, Gas, Pipelines, Oil & Gas Industry, Oil/Gas, Upstream, Title Searches, Drilling, Customer Service, Negotiation, Contract Management, Oil & Gas, Strategic Planning
Education
Southern Methodist University - Cox School of Business
MBA
Jennifer Dodd Jennifer Dodd's J.P. Morgan Experience August 2014 - Present
Job Senior Compliance Officer at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase December 2013 - August 2014
JPMorgan Chase July 2012 - December 2013
JPMChase November 2008 - July 2012
Washington Mutual June 2008 - November 2008
BankAtlantic February 2005 - June 2008
BankAtlantic October 2002 - February 2005
Skills
Compliance, AML, Policy, OFAC, Quality Assurance, Investigations, Financial Crimes..., Bank Secrecy Act, KYC, Financial Institutions, Banking, Due Diligence, Regulations, Analysis, USA PATRIOT Act, Private Investigations, Investigation, Fraud, Sanction, Loans, Auditing, Fraud Detection, Operational Risk, Anti Money Laundering
Education
Southern Illinois University, Carbondale 1987 — 1988
Psychology
Downers Grove South High School 1984 — 1987
J.P. Morgan August 2014 - Present
JPMorgan Chase December 2013 - August 2014
JPMorgan Chase July 2012 - December 2013
JPMChase November 2008 - July 2012
Washington Mutual June 2008 - November 2008
BankAtlantic February 2005 - June 2008
BankAtlantic October 2002 - February 2005
Skills
Compliance, AML, Policy, OFAC, Quality Assurance, Investigations, Financial Crimes..., Bank Secrecy Act, KYC, Financial Institutions, Banking, Due Diligence, Regulations, Analysis, USA PATRIOT Act, Private Investigations, Investigation, Fraud, Sanction, Loans, Auditing, Fraud Detection, Operational Risk, Anti Money Laundering
Education
Southern Illinois University, Carbondale 1987 — 1988
Psychology
Downers Grove South High School 1984 — 1987
Meredith Hubble Meredith Hubble's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
Studley June 2011 - July 2013
Stream Realty Partners June 2009 - May 2011
Skills
Adobe Creative Suite, SEO, Graphic Design
Education
Southern Methodist University 2004 — 2008
BA, Spanish, International Studies
J.P. Morgan July 2013 - Present
Studley June 2011 - July 2013
Stream Realty Partners June 2009 - May 2011
Skills
Adobe Creative Suite, SEO, Graphic Design
Education
Southern Methodist University 2004 — 2008
BA, Spanish, International Studies
Yuxi Bi Yuxi Bi's J.P. Morgan Experience February 2014 - April 2014
Job Management Associate at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
L Brands July 2014 - September 2014
J.P. Morgan February 2014 - April 2014
The OSU Student Investment Management Program January 2014 - April 2014
University of Delaware August 2012 - May 2013
Southwestern University of Finance and Economics May 2010 - September 2010
Skills
Research, Public Speaking, Financial Reporting, Banking, Analysis, Financial Modeling, Corporate Finance, Teamwork, Capital IQ, Crystal Ball, Microsoft Excel, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master in Finance (SMF), Finance, Concentrated in Investments and Corporate Finance, 3.86 / 4.00
University of Delaware - Lerner College of Business and Economics 2011 — 2013
Bachelor of Science (B.S.), Cum Laude, Finance major, Economics minor, 3.73 / 4.00
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Arts (BA), English, Concentrated in Business Translation
Citi July 2015 - Present
L Brands July 2014 - September 2014
J.P. Morgan February 2014 - April 2014
The OSU Student Investment Management Program January 2014 - April 2014
University of Delaware August 2012 - May 2013
Southwestern University of Finance and Economics May 2010 - September 2010
Skills
Research, Public Speaking, Financial Reporting, Banking, Analysis, Financial Modeling, Corporate Finance, Teamwork, Capital IQ, Crystal Ball, Microsoft Excel, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master in Finance (SMF), Finance, Concentrated in Investments and Corporate Finance, 3.86 / 4.00
University of Delaware - Lerner College of Business and Economics 2011 — 2013
Bachelor of Science (B.S.), Cum Laude, Finance major, Economics minor, 3.73 / 4.00
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Arts (BA), English, Concentrated in Business Translation
Marco Restrepo's J.P. Morgan Experience June 2005 - December 2006
Job Director, Strategy at Texas Health Resources
Industry Hospital & Health Care
Experience
Texas Health Resources (THR) July 2012 - Present
Texas Venture Labs (TVL) April 2011 - May 2012
DaVita June 2011 - August 2011
The Boston Consulting Group (BCG) August 2010 - December 2010
Citibank December 2006 - June 2010
J.P. Morgan June 2005 - December 2006
Skills
Financial Modeling, Strategic Planning, Business Strategy, Financial Analysis, Cross-functional Team..., Sales, Strategy, Business Development, Start-ups, Analytics, Business Planning, Change Management, Strategic Financial..., Entrepreneurship, Corporate Finance, Process Improvement, Marketing Strategy, Market Research, Project Management, Leadership, Competitive Analysis, Risk Management, Business Process..., Mergers & Acquisitions, Forecasting, Data Analysis, Business Analysis, Market Analysis, Banking, Portfolio Management, Management Consulting, Management, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelors of Business Administration
Texas Health Resources (THR) July 2012 - Present
Texas Venture Labs (TVL) April 2011 - May 2012
DaVita June 2011 - August 2011
The Boston Consulting Group (BCG) August 2010 - December 2010
Citibank December 2006 - June 2010
J.P. Morgan June 2005 - December 2006
Skills
Financial Modeling, Strategic Planning, Business Strategy, Financial Analysis, Cross-functional Team..., Sales, Strategy, Business Development, Start-ups, Analytics, Business Planning, Change Management, Strategic Financial..., Entrepreneurship, Corporate Finance, Process Improvement, Marketing Strategy, Market Research, Project Management, Leadership, Competitive Analysis, Risk Management, Business Process..., Mergers & Acquisitions, Forecasting, Data Analysis, Business Analysis, Market Analysis, Banking, Portfolio Management, Management Consulting, Management, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelors of Business Administration
Chelsey Willis Chelsey Willis's J.P. Morgan Experience June 2013 - August 2013
Job Operations Analyst at JPMorgan Chase
Industry Management Consulting
Experience
JPMorgan Chase July 2014 - Present
Price Performing Arts Center August 2008 - Present
Spelman College August 2011 - May 2014
J.P. Morgan June 2013 - August 2013
Razors Solutions Group May 2012 - August 2012
Education
Spelman College 2010 — 2014
Bachelor of Arts (BA), Economics, 3.84-4.0
JPMorgan Chase July 2014 - Present
Price Performing Arts Center August 2008 - Present
Spelman College August 2011 - May 2014
J.P. Morgan June 2013 - August 2013
Razors Solutions Group May 2012 - August 2012
Education
Spelman College 2010 — 2014
Bachelor of Arts (BA), Economics, 3.84-4.0
Hamilton Mart Hamilton Mart's J.P. Morgan Experience March 2009 - Present
Job MB Business Analys IV at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
JPMorgan Chase March 2008 - March 2009
Bear Stearns December 2001 - March 2008
Skills
Mortgage Servicing, Bloomberg, Fixed Income, Financial Modeling, Loss Mitigation, Valuation, Capital Markets, Business Requirements, Derivatives, Options, Asset Managment, Bloomberg Terminal, Portfolio Management, Market Risk, Loan Origination, User Acceptance Testing, Requirements Gathering, Business Analysis, Investments, Mutual Funds, Asset Management, Project Management
Education
Texas Tech University 1965 — 1970
BBA, Industrial Management
SMU 1972 — 1974
Certificate, Real Estate
J.P. Morgan March 2009 - Present
JPMorgan Chase March 2008 - March 2009
Bear Stearns December 2001 - March 2008
Skills
Mortgage Servicing, Bloomberg, Fixed Income, Financial Modeling, Loss Mitigation, Valuation, Capital Markets, Business Requirements, Derivatives, Options, Asset Managment, Bloomberg Terminal, Portfolio Management, Market Risk, Loan Origination, User Acceptance Testing, Requirements Gathering, Business Analysis, Investments, Mutual Funds, Asset Management, Project Management
Education
Texas Tech University 1965 — 1970
BBA, Industrial Management
SMU 1972 — 1974
Certificate, Real Estate
Gerardo Armendariz Gerardo Armendariz's J.P. Morgan Experience August 2012 - Present
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2012 - Present
SMU November 2011 - March 2012
SMU Tennis June 2011 - July 2011
Paquime Internacional June 2008 - August 2008
Skills
Financial Analysis, Marketing, Financial Modeling, Investments, Valuation, Bloomberg, Analysis, Capital Markets
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Dedman College of Humanities and Sciences 2008 — 2012
Bachelor of Science (BS), Economics with Financial Applications
J.P. Morgan August 2012 - Present
SMU November 2011 - March 2012
SMU Tennis June 2011 - July 2011
Paquime Internacional June 2008 - August 2008
Skills
Financial Analysis, Marketing, Financial Modeling, Investments, Valuation, Bloomberg, Analysis, Capital Markets
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Dedman College of Humanities and Sciences 2008 — 2012
Bachelor of Science (BS), Economics with Financial Applications
Alan Jonagan Alan Jonagan's J.P. Morgan Experience May 2011 - October 2013
Job Wealth Management Advisor at U.S. Bank
Industry Investment Management
Experience
U.S. Bank January 2014 - Present
J.P. Morgan May 2011 - October 2013
U.S. Trust, Bank of America Private Wealth Management 2000 - May 2011
Bank of America 1989 - 2000
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Investment Management, Investment Advisory, Wealth Management..., Retirement Planning, Financial Analysis, Loans, Banking, Private Banking, Commercial Lending, Credit, Securities, Hedge Funds, Asset Management, Fixed Income, Equities, Capital Markets, Series 7, Investment Strategies, Private Equity, Bonds, Financial Advisory, Credit Analysis, Financial Services, Investment Banking, Strategic Financial..., Mutual Funds, Financial Planning
Education
Southern Illinois University, Edwardsville 1989 — 1991
MBA
University of Missouri-Columbia 1980 — 1984
BS, Agricultural Economics
U.S. Bank January 2014 - Present
J.P. Morgan May 2011 - October 2013
U.S. Trust, Bank of America Private Wealth Management 2000 - May 2011
Bank of America 1989 - 2000
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Investment Management, Investment Advisory, Wealth Management..., Retirement Planning, Financial Analysis, Loans, Banking, Private Banking, Commercial Lending, Credit, Securities, Hedge Funds, Asset Management, Fixed Income, Equities, Capital Markets, Series 7, Investment Strategies, Private Equity, Bonds, Financial Advisory, Credit Analysis, Financial Services, Investment Banking, Strategic Financial..., Mutual Funds, Financial Planning
Education
Southern Illinois University, Edwardsville 1989 — 1991
MBA
University of Missouri-Columbia 1980 — 1984
BS, Agricultural Economics
Nicholas DiLeo's J.P. Morgan Experience February 2015 - Present
Job Pricing Analyst at J. P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - Present
MHT MidSpan October 2014 - January 2015
Colvig Silver Camps June 2011 - August 2011
Killam Oil Company June 2010 - August 2010
Skills
Equity Derivatives, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Teamwork, Research, Public Speaking, Customer Service, Investments, Accounting, Day Trading, Financial Modeling, Finance, Leadership, Social Networking, Valuation
Education
Southern Methodist University 2011 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - Present
MHT MidSpan October 2014 - January 2015
Colvig Silver Camps June 2011 - August 2011
Killam Oil Company June 2010 - August 2010
Skills
Equity Derivatives, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Teamwork, Research, Public Speaking, Customer Service, Investments, Accounting, Day Trading, Financial Modeling, Finance, Leadership, Social Networking, Valuation
Education
Southern Methodist University 2011 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications
Karthik Sundararaman Karthik Sundararaman's J.P. Morgan Experience July 2015 - Present
Job Associate
Industry Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan September 2013 - July 2015
J.P. Morgan January 2011 - August 2013
J.P. Morgan December 2009 - January 2011
Aurora Solutions, Inc February 2007 - December 2009
Quantstar LLC April 2006 - October 2006
Education
Southern Illinois University, Carbondale 2004 — 2006
Masters, Electrical & Computer Engineering
University of Madras 1998 — 2002
Bachelor's, Electrical & Electronics Engineering
J.P. Morgan July 2015 - Present
J.P. Morgan September 2013 - July 2015
J.P. Morgan January 2011 - August 2013
J.P. Morgan December 2009 - January 2011
Aurora Solutions, Inc February 2007 - December 2009
Quantstar LLC April 2006 - October 2006
Education
Southern Illinois University, Carbondale 2004 — 2006
Masters, Electrical & Computer Engineering
University of Madras 1998 — 2002
Bachelor's, Electrical & Electronics Engineering
Savannah (Campbell) Petronis Savannah (Campbell) Petronis's J.P. Morgan Experience June 2012 - August 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Southern Methodist University August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
United Technologies Corporation - Otis Elevator Company July 2009 - July 2011
Caterpillar Inc. 2008 - 2009
Skills
Financial Analysis, Competitive Analysis, Microsoft Excel, Financial Modeling, Valuation, Marketing Strategy, Cross-functional Team..., Finance, Forecasting, Corporate Finance, Business Strategy, Market Analysis, Process Improvement, Data Analysis, Strategy, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance, Strategy
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Marketing, Finance
Wells Fargo Advisors March 2014 - Present
Southern Methodist University August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
United Technologies Corporation - Otis Elevator Company July 2009 - July 2011
Caterpillar Inc. 2008 - 2009
Skills
Financial Analysis, Competitive Analysis, Microsoft Excel, Financial Modeling, Valuation, Marketing Strategy, Cross-functional Team..., Finance, Forecasting, Corporate Finance, Business Strategy, Market Analysis, Process Improvement, Data Analysis, Strategy, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance, Strategy
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Marketing, Finance
Piaoyun Xing Piaoyun Xing's J.P. Morgan Experience August 2014 - April 2015
Job Financial & Compliance Specialist at Electronic Classroom of Tomorrow
Industry Financial Services
Experience
Electronic Classroom of Tomorrow April 2015 - Present
J.P. Morgan August 2014 - April 2015
JPMorgan Chase February 2014 - April 2014
OSU Student Investment Management January 2014 - April 2014
Bank of China November 2012 - January 2013
China Merchants Securities Co., Ltd. July 2012 - September 2012
Agricultural Bank of China March 2012 - May 2012
Survey and Research Center for China Household Finance (CHFS) July 2011 - August 2011
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's Degree
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Economics
Electronic Classroom of Tomorrow April 2015 - Present
J.P. Morgan August 2014 - April 2015
JPMorgan Chase February 2014 - April 2014
OSU Student Investment Management January 2014 - April 2014
Bank of China November 2012 - January 2013
China Merchants Securities Co., Ltd. July 2012 - September 2012
Agricultural Bank of China March 2012 - May 2012
Survey and Research Center for China Household Finance (CHFS) July 2011 - August 2011
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's Degree
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Economics
Phillip Bonafair Phillip Bonafair's J.P. Morgan Experience 2010 - 2013
Job Account Manager at Oracle
Industry Computer Software
Experience
Oracle November 2014 - Present
Telemetry August 2014 - 2014
Thismoment 2014 - 2014
Meltwater Group 2013 - 2014
J.P. Morgan 2010 - 2013
Northwestern Mutual Financial Network 2009 - 2010
Nantucket Community Sailing May 2005 - August 2008
Skills
Investments, Business Development, Management, Asset Management, Insurance, Asset Allocation, Account Management, SaaS, Consulting, Advertising, Finance, Strategy
Education
Southern Methodist University
Bachelor of Arts, Economics, Public Policy, and Markets & Culture
University of Virginia
Semester At Sea Summer Voyage
Greens Farms Academy
Albuquerque Academy
CodeAcademy
Programming Languages, Digital Skills
Oracle November 2014 - Present
Telemetry August 2014 - 2014
Thismoment 2014 - 2014
Meltwater Group 2013 - 2014
J.P. Morgan 2010 - 2013
Northwestern Mutual Financial Network 2009 - 2010
Nantucket Community Sailing May 2005 - August 2008
Skills
Investments, Business Development, Management, Asset Management, Insurance, Asset Allocation, Account Management, SaaS, Consulting, Advertising, Finance, Strategy
Education
Southern Methodist University
Bachelor of Arts, Economics, Public Policy, and Markets & Culture
University of Virginia
Semester At Sea Summer Voyage
Greens Farms Academy
Albuquerque Academy
CodeAcademy
Programming Languages, Digital Skills
Lackland Bloom Lackland Bloom's J.P. Morgan Experience July 2000 - Present
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2000 - Present
RBC Dain Rauscher 1999 - 2000
Lehman Brothers May 1997 - May 1999
Education
Southern Methodist University 1990 — 1997
MBA / BA, Finance
J.P. Morgan July 2000 - Present
RBC Dain Rauscher 1999 - 2000
Lehman Brothers May 1997 - May 1999
Education
Southern Methodist University 1990 — 1997
MBA / BA, Finance
Nick Ruuska's J.P. Morgan Experience May 2013 - August 2013
Job U.S. Associate at Crédit Agricole Corporate & Investment Bank
Industry Financial Services
Experience
Crédit Agricole Corporate & Investment Bank June 2014 - Present
Cox BBA Portfolio Practicum Investment Group April 2013 - May 2014
Specialty Tutors March 2012 - May 2014
J.P. Morgan May 2013 - August 2013
FXCM May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Teaching, Data Analysis, Bloomberg Terminal, Finance, Analysis, Investments, Financial Analysis, Microsoft Office, Portfolio Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
South Garland High School 2006 — 2010
Crédit Agricole Corporate & Investment Bank June 2014 - Present
Cox BBA Portfolio Practicum Investment Group April 2013 - May 2014
Specialty Tutors March 2012 - May 2014
J.P. Morgan May 2013 - August 2013
FXCM May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Teaching, Data Analysis, Bloomberg Terminal, Finance, Analysis, Investments, Financial Analysis, Microsoft Office, Portfolio Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
South Garland High School 2006 — 2010
D. Weston Gable's J.P. Morgan Experience June 2011 - November 2012
Job Director of Operations at Quantum Cosmetics, Inc.
Industry Financial Services
Experience
Quantum Cosmetics, Inc. November 2012 - Present
J.P. Morgan June 2011 - November 2012
Panda Energy Inernational, Inc 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Outlook, Social Media, Microsoft Word, Marketing, Customer Service
Education
Southern Methodist University 2006 — 2010
BS, Economics
Quantum Cosmetics, Inc. November 2012 - Present
J.P. Morgan June 2011 - November 2012
Panda Energy Inernational, Inc 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Outlook, Social Media, Microsoft Word, Marketing, Customer Service
Education
Southern Methodist University 2006 — 2010
BS, Economics
Amy Hugo Amy Hugo's J.P. Morgan Experience January 2014 - June 2015
Job CFO / CAO at Redbrick LMD
Industry Financial Services
Experience
Redbrick LMD July 2015 - Present
J.P. Morgan January 2014 - June 2015
Amethyst October 2008 - January 2014
Fannie Mae January 2007 - September 2007
Fannie Mae November 2005 - January 2007
Fannie Mae January 2005 - January 2007
Fannie Mae October 2004 - February 2006
Fannie Mae January 2001 - October 2004
Fannie Mae January 1998 - January 2001
Skills
Finance, Budgets, Strategic Financial..., Managerial Finance, Risk Management, Due Diligence, Financial Analysis, Asset Managment, Executive Management, Fixed Income, Financial Services, Process Improvement, Financial Modeling, Business Process..., Strategic Planning, Corporate Governance, Valuation
Education
University of Virginia 1988 — 1992
BS Commerce, Accounting / MIS
Southern Methodist University 1988 — 1989
Redbrick LMD July 2015 - Present
J.P. Morgan January 2014 - June 2015
Amethyst October 2008 - January 2014
Fannie Mae January 2007 - September 2007
Fannie Mae November 2005 - January 2007
Fannie Mae January 2005 - January 2007
Fannie Mae October 2004 - February 2006
Fannie Mae January 2001 - October 2004
Fannie Mae January 1998 - January 2001
Skills
Finance, Budgets, Strategic Financial..., Managerial Finance, Risk Management, Due Diligence, Financial Analysis, Asset Managment, Executive Management, Fixed Income, Financial Services, Process Improvement, Financial Modeling, Business Process..., Strategic Planning, Corporate Governance, Valuation
Education
University of Virginia 1988 — 1992
BS Commerce, Accounting / MIS
Southern Methodist University 1988 — 1989
Pooja Rajput Aneja Pooja Rajput Aneja's J.P. Morgan Experience June 2012 - Present
Job Vice President, J.P. Morgan Corporate & Investment Bank
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Citibank September 2009 - June 2012
The Bank of New York Mellon May 2006 - November 2008
RBC Capital Markets June 2004 - May 2006
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Analytics, Credit, Commercial Banking, Banking, Valuation, Corporate Finance, Strategy, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
Masters of Business Administration, Finance, Strategy
St. Catherine University 2000 — 2004
B.S., Financial Economics, Business Administration
Indian School Salalah
J.P. Morgan June 2012 - Present
Citibank September 2009 - June 2012
The Bank of New York Mellon May 2006 - November 2008
RBC Capital Markets June 2004 - May 2006
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Analytics, Credit, Commercial Banking, Banking, Valuation, Corporate Finance, Strategy, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
Masters of Business Administration, Finance, Strategy
St. Catherine University 2000 — 2004
B.S., Financial Economics, Business Administration
Indian School Salalah
Jonathan Sherman Jonathan Sherman's J.P. Morgan Experience March 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
ING Financial Partners June 2013 - December 2013
Alumni Association, UCONN August 2012 - May 2013
Adkins Matchett & Toy February 2013 - February 2013
Skills
Minitab, Eviews, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Economics, Teamwork, Team Leadership, Time Management, Series 7, Series 66, Financial Analysis
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (B.A.), Economics
Springfield College 2008 — 2010
Business
Wilton High
J.P. Morgan March 2014 - Present
ING Financial Partners June 2013 - December 2013
Alumni Association, UCONN August 2012 - May 2013
Adkins Matchett & Toy February 2013 - February 2013
Skills
Minitab, Eviews, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Economics, Teamwork, Team Leadership, Time Management, Series 7, Series 66, Financial Analysis
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (B.A.), Economics
Springfield College 2008 — 2010
Business
Wilton High
Christopher Belosic Christopher Belosic's J.P. Morgan Experience June 2014 - August 2014
Job Equity Research
Industry Financial Services
Experience
Green Street Advisors June 2015 - Present
J.P. Morgan June 2014 - August 2014
C1S October 2011 - July 2013
Jacobs June 2008 - October 2011
Texas A&M University September 2007 - April 2008
Jacobs May 2007 - August 2007
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
Texas A&M University 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
Green Street Advisors June 2015 - Present
J.P. Morgan June 2014 - August 2014
C1S October 2011 - July 2013
Jacobs June 2008 - October 2011
Texas A&M University September 2007 - April 2008
Jacobs May 2007 - August 2007
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
Texas A&M University 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
Marshall Snook Marshall Snook's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Franklin Templeton Investments June 2013 - August 2013
Menlo Equities June 2012 - August 2012
Skills
Microsoft Excel, SharePoint, Microsoft Access, Financial Accounting, Management Accounting, Microsoft Word, Finance, Financial Analysis, Analysis, Economics, Access, Risk Management, Corporate Finance, Financial Modeling, Financial Reporting, Data Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Crystal Springs Uplands School 2004 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Franklin Templeton Investments June 2013 - August 2013
Menlo Equities June 2012 - August 2012
Skills
Microsoft Excel, SharePoint, Microsoft Access, Financial Accounting, Management Accounting, Microsoft Word, Finance, Financial Analysis, Analysis, Economics, Access, Risk Management, Corporate Finance, Financial Modeling, Financial Reporting, Data Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Crystal Springs Uplands School 2004 — 2011
Santiago Hernandez Garcia.'s J.P. Morgan Experience June 2013 - August 2013
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - August 2013
Tu Hipoteca Facil June 2011 - July 2012
Navix July 2010 - June 2011
Tu Hipoteca Facil March 2006 - June 2010
Movilite Mensajeria November 2007 - December 2009
Skills
Entrepreneurship, Project Management, Strategic Planning, Investments, Negotiation, Market Research, Mortgage Banking, Structured Finance, Problem Solving, Investor Relations, Business Planning, Start-ups, Business Strategy, Financial Modeling, Business Development, Corporate Finance, Strategy, Management, Private Equity, Banking, Leadership, Due Diligence, Analysis, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Real Estate
Universidad Anahuac 2005 — 2010
BBA, Business Administration
The University of Texas at Austin - The LBJ School of Public Affairs 2009 — 2009
Completion Diploma, Ethical Leadership
J.P. Morgan June 2013 - August 2013
Tu Hipoteca Facil June 2011 - July 2012
Navix July 2010 - June 2011
Tu Hipoteca Facil March 2006 - June 2010
Movilite Mensajeria November 2007 - December 2009
Skills
Entrepreneurship, Project Management, Strategic Planning, Investments, Negotiation, Market Research, Mortgage Banking, Structured Finance, Problem Solving, Investor Relations, Business Planning, Start-ups, Business Strategy, Financial Modeling, Business Development, Corporate Finance, Strategy, Management, Private Equity, Banking, Leadership, Due Diligence, Analysis, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Real Estate
Universidad Anahuac 2005 — 2010
BBA, Business Administration
The University of Texas at Austin - The LBJ School of Public Affairs 2009 — 2009
Completion Diploma, Ethical Leadership
Jamie Taliaferro's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate McCombs School of Business, Class of 2016
Industry Oil & Energy
Experience
J.P. Morgan June 2015 - August 2015
ExxonMobil July 2009 - April 2014
Skills
Financial Analysis, Energy, Microsoft Excel, Midstream Operations...
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance
Southern Methodist University 2005 — 2009
BBA, Finance
Woodberry Forest 2002 — 2005
J.P. Morgan June 2015 - August 2015
ExxonMobil July 2009 - April 2014
Skills
Financial Analysis, Energy, Microsoft Excel, Midstream Operations...
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance
Southern Methodist University 2005 — 2009
BBA, Finance
Woodberry Forest 2002 — 2005
Caroline Farish Caroline Farish's J.P. Morgan Experience July 2015 - Present
Job Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan August 2013 - July 2015
Houlihan Lokey July 2012 - August 2013
Houlihan Lokey June 2011 - August 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance - Alternative Asset Management; BS - Applied Mathematics
St. John's School
J.P. Morgan July 2015 - Present
J.P. Morgan August 2013 - July 2015
Houlihan Lokey July 2012 - August 2013
Houlihan Lokey June 2011 - August 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance - Alternative Asset Management; BS - Applied Mathematics
St. John's School
Lisa Razze Lisa Razze's J.P. Morgan Experience March 1997 - October 2000
Job Realtor at Keller Williams Real Estate
Industry Real Estate
Experience
Keller Williams Real Estate August 2011 - Present
Private Hire May 2004 - October 2010
Integrated Finance Limited October 2000 - November 2002
J.P. Morgan March 1997 - October 2000
Sanofi, Inc. January 1992 - March 1997
Nostalgia Television October 1990 - December 1991
Larkin Meeder & Schweidel October 1988 - September 1990
Richardson Independent School District August 1985 - May 1988
Skills
Real Estate, Sellers, Investment Properties, Relocation, First Time Home Buyers, Short Sales, Investors, Buyer Representation, New Home Sales, Single Family Homes, Foreclosures, Buyers, Relocation Buyers, Seller Representation, Listings, Referrals, REO, Condos, Move Up Buyers, Seniors, Townhomes, Real Property, Home Staging, Luxury, Real Estate Transactions, HUD, Real Estate License, Vacation Homes, Rentals, Listing Homes, ABR, FHA, Residential Homes, Resellers, Income Properties, Property, Agents, New Homes, Brokerage, Leases, Selling, Commercial Real Estate, e-PRO, SFR, Sales
Education
French Culinary Institute 2003 — 2004
Graduated with honors, Culinary and Bread programs
Southern Methodist University 1980 — 1984
BMusic, Music Education
Keller Williams Real Estate August 2011 - Present
Private Hire May 2004 - October 2010
Integrated Finance Limited October 2000 - November 2002
J.P. Morgan March 1997 - October 2000
Sanofi, Inc. January 1992 - March 1997
Nostalgia Television October 1990 - December 1991
Larkin Meeder & Schweidel October 1988 - September 1990
Richardson Independent School District August 1985 - May 1988
Skills
Real Estate, Sellers, Investment Properties, Relocation, First Time Home Buyers, Short Sales, Investors, Buyer Representation, New Home Sales, Single Family Homes, Foreclosures, Buyers, Relocation Buyers, Seller Representation, Listings, Referrals, REO, Condos, Move Up Buyers, Seniors, Townhomes, Real Property, Home Staging, Luxury, Real Estate Transactions, HUD, Real Estate License, Vacation Homes, Rentals, Listing Homes, ABR, FHA, Residential Homes, Resellers, Income Properties, Property, Agents, New Homes, Brokerage, Leases, Selling, Commercial Real Estate, e-PRO, SFR, Sales
Education
French Culinary Institute 2003 — 2004
Graduated with honors, Culinary and Bread programs
Southern Methodist University 1980 — 1984
BMusic, Music Education
Nicole Lernia Nicole Lernia's J.P. Morgan Experience July 2011 - September 2012
Job Tax Associate at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
J.P. Morgan July 2011 - September 2012
Skills
Banking, Analysis, Financial Analysis, Valuation, Access, Microsoft Excel, Microsoft PowerPoint, Financial Modeling, Financial Reporting, Finance, Microsoft Word
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's degree, Accounting
Southern Methodist University - Cox School of Business 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
KPMG US July 2014 - Present
J.P. Morgan July 2011 - September 2012
Skills
Banking, Analysis, Financial Analysis, Valuation, Access, Microsoft Excel, Microsoft PowerPoint, Financial Modeling, Financial Reporting, Finance, Microsoft Word
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's degree, Accounting
Southern Methodist University - Cox School of Business 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Kasandra Heaton Kasandra Heaton's J.P. Morgan Experience August 2012 - January 2013
Job HR Operations Assistant, Tonic3
Industry Marketing and Advertising
Experience
Tonic3, the UX division of W3 March 2015 - Present
Direct Technology Group July 2014 - October 2014
Vivint April 2013 - June 2014
UVU Public Reltaions Student Society of America January 2014 - May 2014
J.P. Morgan August 2012 - January 2013
Elevate Inc May 2012 - July 2012
Texas State University January 2012 - April 2012
CFM Marketing December 2011 - January 2012
J.P. Morgan Chase September 2010 - December 2011
Corinth Gymnastics August 2009 - September 2010
Skills
Account Management, Customer Service, Data Entry, Leadership, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Sales, Time Management, Social Media, Organized self-starter, Committed to..., Social Networking, Facebook, Management, Microsoft Office, Team Building
Education
Utah Valley University 2013 — 2014
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Texas State University 2012 — 2013
Bachelor of Science (BS), Mass Communication/Media Studies
Southern Methodist University 2011 — 2011
Communications
North Central Texas College 2009 — 2011
Associates of Science
Tonic3, the UX division of W3 March 2015 - Present
Direct Technology Group July 2014 - October 2014
Vivint April 2013 - June 2014
UVU Public Reltaions Student Society of America January 2014 - May 2014
J.P. Morgan August 2012 - January 2013
Elevate Inc May 2012 - July 2012
Texas State University January 2012 - April 2012
CFM Marketing December 2011 - January 2012
J.P. Morgan Chase September 2010 - December 2011
Corinth Gymnastics August 2009 - September 2010
Skills
Account Management, Customer Service, Data Entry, Leadership, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Sales, Time Management, Social Media, Organized self-starter, Committed to..., Social Networking, Facebook, Management, Microsoft Office, Team Building
Education
Utah Valley University 2013 — 2014
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Texas State University 2012 — 2013
Bachelor of Science (BS), Mass Communication/Media Studies
Southern Methodist University 2011 — 2011
Communications
North Central Texas College 2009 — 2011
Associates of Science
Molly Edwards's J.P. Morgan Experience August 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Credit Suisse June 2013 - August 2013
Burson-Marsteller April 2010 - June 2012
Texans For Kay Bailey Hutchison May 2009 - April 2010
Skills
Corporate Communications, Finance, Fundraising, Corporate Social..., Portfolio Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Science, Advertising (Texas Interactive Program); Business Foundations
J.P. Morgan August 2014 - Present
Credit Suisse June 2013 - August 2013
Burson-Marsteller April 2010 - June 2012
Texans For Kay Bailey Hutchison May 2009 - April 2010
Skills
Corporate Communications, Finance, Fundraising, Corporate Social..., Portfolio Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Science, Advertising (Texas Interactive Program); Business Foundations
Chris Severs Chris Severs's J.P. Morgan Experience November 2012 - January 2014
Job Senior Analyst at Lone Star Funds
Industry Financial Services
Experience
Lone Star Funds January 2014 - Present
J.P. Morgan November 2012 - January 2014
Farm King Supply Inc May 2012 - October 2012
Beaird Harris Wealth Management, Inc. May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Essbase, VBA, Microsoft Excel, Bloomberg Terminal, Valuation, PowerPoint, Finance, Microsoft Office, Microsoft Word, Investments
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Economics
Lone Star Funds January 2014 - Present
J.P. Morgan November 2012 - January 2014
Farm King Supply Inc May 2012 - October 2012
Beaird Harris Wealth Management, Inc. May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Essbase, VBA, Microsoft Excel, Bloomberg Terminal, Valuation, PowerPoint, Finance, Microsoft Office, Microsoft Word, Investments
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Economics
Tausha Goins Tausha Goins's J.P. Morgan Experience September 2003 - Present
Job
Industry Banking
Experience
J.P. Morgan September 2003 - Present
Skills
Microsoft Office, Management, PowerPoint, Microsoft Word, Microsoft Excel, Training, Leadership, Sales, Customer Service, Outlook, Banking
Education
Washington State University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Southern University
Bachelor of Arts (B.A.), Political Science and Government
Southern University and Agricultural and Mechanical College at Baton Rouge
Master of Arts (M.A.)
J.P. Morgan September 2003 - Present
Skills
Microsoft Office, Management, PowerPoint, Microsoft Word, Microsoft Excel, Training, Leadership, Sales, Customer Service, Outlook, Banking
Education
Washington State University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Southern University
Bachelor of Arts (B.A.), Political Science and Government
Southern University and Agricultural and Mechanical College at Baton Rouge
Master of Arts (M.A.)
Madeleine Marshall Madeleine Marshall's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Independent June 2009 - January 2015
George W. Bush Presidential Center September 2014 - December 2014
EY June 2014 - August 2014
SeekingSitters June 2013 - December 2013
St. John Medical Center January 2012 - February 2012
Alliance Resouce Partners May 2010 - August 2011
Cascia Hall Cheerleading June 2008 - June 2011
Riverfield Country Day School January 2011 - February 2011
Skills
Microsoft Excel, Financial Accounting, Time Management, Critical Thinking, PowerPoint, Teamwork, Microsoft Word, Facebook, Social Media, Tax, Statistics, Analysis, Microsoft Office, Research, Finance, Office Administration, Fashion, Academic Tutoring, Mathematics, Writing, Organization, Calculus, Design, Matlab, Adobe
Education
Southern Methodist University 2012 — 2016
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance with Alternative Asset Management Specialization
Southern Methodist University Dedman College of Humanities 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics
Cascia Hall Preparatory School 2008 — 2012
J.P. Morgan June 2015 - August 2015
Independent June 2009 - January 2015
George W. Bush Presidential Center September 2014 - December 2014
EY June 2014 - August 2014
SeekingSitters June 2013 - December 2013
St. John Medical Center January 2012 - February 2012
Alliance Resouce Partners May 2010 - August 2011
Cascia Hall Cheerleading June 2008 - June 2011
Riverfield Country Day School January 2011 - February 2011
Skills
Microsoft Excel, Financial Accounting, Time Management, Critical Thinking, PowerPoint, Teamwork, Microsoft Word, Facebook, Social Media, Tax, Statistics, Analysis, Microsoft Office, Research, Finance, Office Administration, Fashion, Academic Tutoring, Mathematics, Writing, Organization, Calculus, Design, Matlab, Adobe
Education
Southern Methodist University 2012 — 2016
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance with Alternative Asset Management Specialization
Southern Methodist University Dedman College of Humanities 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics
Cascia Hall Preparatory School 2008 — 2012
Hadleigh Henderson's J.P. Morgan Experience May 2015 - Present
Job Vice President, Private Bank Events at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Thompson & Knight LLP July 2007 - May 2015
Vinson and Elkins June 2005 - July 2007
The Point Group March 2004 - June 2005
Temerlin McClain June 2003 - March 2004
The Richards Group January 2003 - May 2003
Skills
Legal Marketing, Event Management, Advertising, Public Relations, Website Development, Research, Marketing Communications, Marketing Strategy, Sponsorship Management, Planning, Sponsorship, Social Media, Integrated Marketing, Social Media Marketing, Email Marketing, Management, Client Services, Marketing, Event Planning, Leadership
Education
Southern Methodist University 1999 — 2003
Bachelor of Arts, Advertising
Highland Park High School 1995 — 1999
J.P. Morgan May 2015 - Present
Thompson & Knight LLP July 2007 - May 2015
Vinson and Elkins June 2005 - July 2007
The Point Group March 2004 - June 2005
Temerlin McClain June 2003 - March 2004
The Richards Group January 2003 - May 2003
Skills
Legal Marketing, Event Management, Advertising, Public Relations, Website Development, Research, Marketing Communications, Marketing Strategy, Sponsorship Management, Planning, Sponsorship, Social Media, Integrated Marketing, Social Media Marketing, Email Marketing, Management, Client Services, Marketing, Event Planning, Leadership
Education
Southern Methodist University 1999 — 2003
Bachelor of Arts, Advertising
Highland Park High School 1995 — 1999
Claudia Rosa's J.P. Morgan Experience August 2010 - December 2012
Job Business Analyst
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
J.P. Morgan August 2010 - December 2012
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2010
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Business Analysis, Agile Methodologies, Team Management, Software Deployment, Large Scale Deployments, Agile Project Management, Requirements Gathering, Business Requirements, Operations Management, UAT coordination, User Acceptance Testing, Business Process..., Investment Banking, Trading, Analysis, Fixed Income, Bonds, Middle Office, Visio, Business Strategy, Vendor Management, Change Management, Strategy, PMO, Business Process, Credit Risk, Risk Management, FX Options, Banking, IT Strategy, Business Process Design, Business Planning, Capital Markets, Financial Services, Financial Modeling, Corporate Finance, Equities, Valuation, Bloomberg Terminal, Project Management, Process Improvement, Business Process...
Education
Spelman College 2004 — 2008
Bachelor of Arts (BA), Economics
Wentworth Institute of Technology
Simmons College - Simmons School of Management
John Hancock Financial Services July 2013 - Present
J.P. Morgan August 2010 - December 2012
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2010
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Business Analysis, Agile Methodologies, Team Management, Software Deployment, Large Scale Deployments, Agile Project Management, Requirements Gathering, Business Requirements, Operations Management, UAT coordination, User Acceptance Testing, Business Process..., Investment Banking, Trading, Analysis, Fixed Income, Bonds, Middle Office, Visio, Business Strategy, Vendor Management, Change Management, Strategy, PMO, Business Process, Credit Risk, Risk Management, FX Options, Banking, IT Strategy, Business Process Design, Business Planning, Capital Markets, Financial Services, Financial Modeling, Corporate Finance, Equities, Valuation, Bloomberg Terminal, Project Management, Process Improvement, Business Process...
Education
Spelman College 2004 — 2008
Bachelor of Arts (BA), Economics
Wentworth Institute of Technology
Simmons College - Simmons School of Management
Christopher Bredeson's J.P. Morgan Experience January 2010 - December 2012
Job Manager TL Wealthbuilder Sales Dept. at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2015 - Present
Fisher Investments February 2014 - February 2015
Fisher Investments November 2012 - November 2014
J.P. Morgan January 2010 - December 2012
Best Buy August 2002 - December 2009
Education
University of Montana 2004 — 2006
Business Administration
Spokane Community College 2002 — 2004
Associates of Arts and Science, Architectural Technology
Cascade High School
Fisher Investments February 2015 - Present
Fisher Investments February 2014 - February 2015
Fisher Investments November 2012 - November 2014
J.P. Morgan January 2010 - December 2012
Best Buy August 2002 - December 2009
Education
University of Montana 2004 — 2006
Business Administration
Spokane Community College 2002 — 2004
Associates of Arts and Science, Architectural Technology
Cascade High School
Jamie Turturici Jamie Turturici's J.P. Morgan Experience August 2010 - Present
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2010 - Present
Morgan Stanley October 2009 - July 2010
Millennium Management, LLC March 2009 - October 2009
Morgan Stanley January 2008 - March 2009
Morgan Stanley August 2003 - December 2007
Banc of America Securities (Formerly Montgomery Securities) January 1998 - August 2003
Association of Tennis Professionals ("ATP") Tour June 1994 - November 1997
Skills
Hedge Funds, Proprietary Trading, Portfolio Management, Equities, Securities, Investments, Alternative Investments, Capital Markets, Asset Management
Education
Southern Methodist University 1991 — 1994
J.P. Morgan August 2010 - Present
Morgan Stanley October 2009 - July 2010
Millennium Management, LLC March 2009 - October 2009
Morgan Stanley January 2008 - March 2009
Morgan Stanley August 2003 - December 2007
Banc of America Securities (Formerly Montgomery Securities) January 1998 - August 2003
Association of Tennis Professionals ("ATP") Tour June 1994 - November 1997
Skills
Hedge Funds, Proprietary Trading, Portfolio Management, Equities, Securities, Investments, Alternative Investments, Capital Markets, Asset Management
Education
Southern Methodist University 1991 — 1994
Rashad Woods-Faison Rashad Woods-Faison's J.P. Morgan Experience October 2012 - August 2013
Job Student at Southern Illinois University, Carbondale
Industry Accounting
Experience
iHeartMedia June 2014 - August 2014
J.P. Morgan October 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Southern Illinois University, Carbondale 2013 — 2019
Accounting, Junior
iHeartMedia June 2014 - August 2014
J.P. Morgan October 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Southern Illinois University, Carbondale 2013 — 2019
Accounting, Junior
AH Van Kirk's J.P. Morgan Experience 2010 - 2011
Job Associate at Lucidus Capital
Industry Investment Management
Experience
Lucidus Capital Partners 2013 - Present
J.P. Morgan 2010 - 2011
Education
London School of Economics and Political Science
Master of Science (M.Sc.), Accounting and Finance
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance, General
Lucidus Capital Partners 2013 - Present
J.P. Morgan 2010 - 2011
Education
London School of Economics and Political Science
Master of Science (M.Sc.), Accounting and Finance
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance, General
Scott Faulkner's J.P. Morgan Experience November 2014 - Present
Job Regional Finance Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2014 - Present
Raytheon - Intelligence, Information, and Services January 2014 - October 2014
Raytheon July 2012 - June 2014
Raytheon - Corporate July 2013 - January 2014
Raytheon - Network Centric Systems / Raytheon Missile Systems January 2013 - July 2013
Raytheon - Intelligence and Information Systems July 2012 - January 2013
Wells Fargo Advisors January 2012 - September 2012
Southern Methodist University January 2010 - May 2012
Warner Bros. Entertainment Group of Companies June 2010 - August 2011
Skills
Six Sigma, Financial Analysis, Financial Reporting, Financial Modeling, SAP Implementation, Financial Statement..., Microsoft Office, Microsoft Excel, PowerPoint, Research, Teaching, Forecasting
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
J.P. Morgan November 2014 - Present
Raytheon - Intelligence, Information, and Services January 2014 - October 2014
Raytheon July 2012 - June 2014
Raytheon - Corporate July 2013 - January 2014
Raytheon - Network Centric Systems / Raytheon Missile Systems January 2013 - July 2013
Raytheon - Intelligence and Information Systems July 2012 - January 2013
Wells Fargo Advisors January 2012 - September 2012
Southern Methodist University January 2010 - May 2012
Warner Bros. Entertainment Group of Companies June 2010 - August 2011
Skills
Six Sigma, Financial Analysis, Financial Reporting, Financial Modeling, SAP Implementation, Financial Statement..., Microsoft Office, Microsoft Excel, PowerPoint, Research, Teaching, Forecasting
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
George Ploss's J.P. Morgan Experience April 2012 - April 2014
Job ERP Cloud ☁️ Financials Solutions Consultant
Industry Banking
Experience
Oracle June 2015 - Present
University of Illinois at Urbana-Champaign August 2015 - Present
United States Marine Corps July 2009 - August 2015
Cornell Wilson for 2nd Ward October 2014 - February 2015
CME Group April 2014 - November 2014
J.P. Morgan April 2012 - April 2014
Wolfram Research August 2011 - March 2012
Edward Jones August 2010 - November 2010
Jos. A. Bank Clothiers June 2001 - July 2010
The Daily Illini August 2005 - December 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors, Political Science, African - American Studies, German
Southern Illinois University, Carbondale 2002 — 2004
Political Science and Government
Culver Academies
New Trier Township High School
High School Diploma, General
University of Iowa
Oracle June 2015 - Present
University of Illinois at Urbana-Champaign August 2015 - Present
United States Marine Corps July 2009 - August 2015
Cornell Wilson for 2nd Ward October 2014 - February 2015
CME Group April 2014 - November 2014
J.P. Morgan April 2012 - April 2014
Wolfram Research August 2011 - March 2012
Edward Jones August 2010 - November 2010
Jos. A. Bank Clothiers June 2001 - July 2010
The Daily Illini August 2005 - December 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors, Political Science, African - American Studies, German
Southern Illinois University, Carbondale 2002 — 2004
Political Science and Government
Culver Academies
New Trier Township High School
High School Diploma, General
University of Iowa
Jessica Schwab Jessica Schwab's J.P. Morgan Experience April 2007 - November 2008
Job Senior Relationship Manager, Strategic Partners at Worldpay
Industry Financial Services
Experience
Worldpay June 2015 - Present
Worldpay May 2012 - Present
MeritCard Solutions August 2011 - May 2012
MeritCard Solutions December 2008 - August 2011
J.P. Morgan April 2007 - November 2008
Keller Williams January 2006 - April 2007
Fluff Boutique March 2005 - January 2006
Xante Corporation May 2004 - February 2005
Skills
Knowledge of Merchant..., Business Relationship..., Credit Card Processing, Underwriting, Microsoft Office, Excel, Acess, Credit Cards, Microsoft Excel, Payment Card Processing, Contract Negotiation, Sales Operations, Relationship Management, Customer Service, Leadership, Sales, Management, Selling, Customer Retention, Lead Generation, Merchant Services, Business Development, Account Management, Strategic Partnerships, Sales Management
Education
Spring Hill College 2003 — 2005
BACHELOR OF ARTS, ORGANIZATIONAL LEADERSHIP, 3.67
Newman Smith
High School
Worldpay June 2015 - Present
Worldpay May 2012 - Present
MeritCard Solutions August 2011 - May 2012
MeritCard Solutions December 2008 - August 2011
J.P. Morgan April 2007 - November 2008
Keller Williams January 2006 - April 2007
Fluff Boutique March 2005 - January 2006
Xante Corporation May 2004 - February 2005
Skills
Knowledge of Merchant..., Business Relationship..., Credit Card Processing, Underwriting, Microsoft Office, Excel, Acess, Credit Cards, Microsoft Excel, Payment Card Processing, Contract Negotiation, Sales Operations, Relationship Management, Customer Service, Leadership, Sales, Management, Selling, Customer Retention, Lead Generation, Merchant Services, Business Development, Account Management, Strategic Partnerships, Sales Management
Education
Spring Hill College 2003 — 2005
BACHELOR OF ARTS, ORGANIZATIONAL LEADERSHIP, 3.67
Newman Smith
High School
Nick DePinto Nick DePinto's J.P. Morgan Experience June 2013 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Southern Methodist University Department of Economics August 2010 - May 2011
Education
Southern Methodist University 2009 — 2013
BBA, Finance, Summa Cum Laude, 3.925 / 4.000
Carroll High School 2005 — 2009
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Southern Methodist University Department of Economics August 2010 - May 2011
Education
Southern Methodist University 2009 — 2013
BBA, Finance, Summa Cum Laude, 3.925 / 4.000
Carroll High School 2005 — 2009
Melody Davis's J.P. Morgan Experience June 2014 - August 2014
Job Associate at PwC, M&A Advisory
Industry Financial Services
Experience
PwC August 2015 - Present
Southern Methodist University August 2012 - April 2015
J.P. Morgan June 2014 - August 2014
Merrill Lynch October 2013 - December 2013
The Ugandan American Partnership Organization September 2012 - December 2012
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Finance, General
PwC August 2015 - Present
Southern Methodist University August 2012 - April 2015
J.P. Morgan June 2014 - August 2014
Merrill Lynch October 2013 - December 2013
The Ugandan American Partnership Organization September 2012 - December 2012
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Finance, General
Thomas Torcellini Thomas Torcellini's J.P. Morgan Experience December 2013 - Present
Job Senior Securities Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
J.P. Morgan June 2013 - December 2013
Edward Jones June 2012 - November 2012
Italian Club August 2009 - May 2011
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration, Finance Major, Economics Minor
J.P. Morgan December 2013 - Present
J.P. Morgan June 2013 - December 2013
Edward Jones June 2012 - November 2012
Italian Club August 2009 - May 2011
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration, Finance Major, Economics Minor
Garlaund Branch's J.P. Morgan Experience October 2014 - Present
Job Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
J.P. Morgan October 2014 - Present
Houston ISD August 2014 - Present
General Dynamics Information Technology September 2013 - May 2014
Verizon Wireless February 2010 - April 2012
Verizon Wireless March 2002 - February 2010
GTE Wireless 1998 - 2002
Hospital Housekeeping Systems 1997 - 1998
Skills
Blackberry Certified..., CompTIA A+ Certification, Technical Support, Wireless, Troubleshooting, TCP/IP, Blackberry, Operating Systems, Mobile Devices, Call Center, Hardware, CDMA, BMC Remedy, Windows 7, Computer Hardware, Network Administration, Android, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Call Centers, Microsoft Office, Team Leadership, Customer Satisfaction, Wireless Networking, Leadership, Management, Training, Telecommunications, Customer Retention, Networking, Process Improvement, Cellular Communications, Help Desk Support, Outlook, Vendor Management, VoIP, Customer Experience, Project Planning, Windows, Active Directory, 4G
Education
Kemper Military School & College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Southern University and Agricultural and Mechanical College at Baton Rouge
Business Administration and Management, General
J.P. Morgan October 2014 - Present
Houston ISD August 2014 - Present
General Dynamics Information Technology September 2013 - May 2014
Verizon Wireless February 2010 - April 2012
Verizon Wireless March 2002 - February 2010
GTE Wireless 1998 - 2002
Hospital Housekeeping Systems 1997 - 1998
Skills
Blackberry Certified..., CompTIA A+ Certification, Technical Support, Wireless, Troubleshooting, TCP/IP, Blackberry, Operating Systems, Mobile Devices, Call Center, Hardware, CDMA, BMC Remedy, Windows 7, Computer Hardware, Network Administration, Android, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Call Centers, Microsoft Office, Team Leadership, Customer Satisfaction, Wireless Networking, Leadership, Management, Training, Telecommunications, Customer Retention, Networking, Process Improvement, Cellular Communications, Help Desk Support, Outlook, Vendor Management, VoIP, Customer Experience, Project Planning, Windows, Active Directory, 4G
Education
Kemper Military School & College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Southern University and Agricultural and Mechanical College at Baton Rouge
Business Administration and Management, General
Brandon Warman Brandon Warman's J.P. Morgan Experience June 2013 - July 2014
Job Co Founder at Handground
Industry Financial Services
Experience
Handground January 2015 - Present
Kaizen Sustainability August 2014 - December 2014
J.P. Morgan June 2013 - July 2014
JPMorgan Chase June 2012 - August 2012
Nordea Markets August 2011 - December 2011
Bridge Associates LLC June 2010 - August 2010
Skills
Market Research, Analysis, Finance, Competitive Analysis, Valuation, Management, PowerPoint, Portfolio Management, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Investments, Social Media
Education
Dedman College 2009 — 2013
Arts & Humanities Bachelor, Mathematics
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Danish Institute for Study Abroad 2011 — 2011
Rockwall-Heath High School 2008 — 2009
Hilliard Davidson High School 2005 — 2008
Handground January 2015 - Present
Kaizen Sustainability August 2014 - December 2014
J.P. Morgan June 2013 - July 2014
JPMorgan Chase June 2012 - August 2012
Nordea Markets August 2011 - December 2011
Bridge Associates LLC June 2010 - August 2010
Skills
Market Research, Analysis, Finance, Competitive Analysis, Valuation, Management, PowerPoint, Portfolio Management, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Investments, Social Media
Education
Dedman College 2009 — 2013
Arts & Humanities Bachelor, Mathematics
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Danish Institute for Study Abroad 2011 — 2011
Rockwall-Heath High School 2008 — 2009
Hilliard Davidson High School 2005 — 2008
Parker A. Lee Parker A. Lee's J.P. Morgan Experience May 2006 - August 2006
Job Associate at Andrews Kurth
Industry Law Practice
Experience
Andrews Kurth August 2015 - Present
Baker & Hostetler LLP July 2014 - July 2015
Akin Gump Strauss Hauer & Feld LLP September 2010 - June 2014
Akin Gump Strauss Hauer & Feld LLP May 2009 - July 2009
Marval, O'Farrell & Mairal June 2008 - August 2008
Fat Tire Bike Tours February 2007 - August 2007
J.P. Morgan May 2006 - August 2006
Skills
Spanish, Securities Regulation, Corporate Law, Energy Law
Education
Southern Methodist University Dedman School of Law 2007 — 2010
Doctor of Law (J.D.), Law
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), History
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Jesuit College Prep
Andrews Kurth August 2015 - Present
Baker & Hostetler LLP July 2014 - July 2015
Akin Gump Strauss Hauer & Feld LLP September 2010 - June 2014
Akin Gump Strauss Hauer & Feld LLP May 2009 - July 2009
Marval, O'Farrell & Mairal June 2008 - August 2008
Fat Tire Bike Tours February 2007 - August 2007
J.P. Morgan May 2006 - August 2006
Skills
Spanish, Securities Regulation, Corporate Law, Energy Law
Education
Southern Methodist University Dedman School of Law 2007 — 2010
Doctor of Law (J.D.), Law
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), History
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Jesuit College Prep
Olivia Flores Olivia Flores's J.P. Morgan Experience July 2013 - March 2014
Job .
Industry Financial Services
Experience
J.P. Morgan July 2013 - March 2014
Jefferies LLC May 2012 - August 2012
PricewaterhouseCoopers xTREME Competition October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Equity Research, Microsoft Excel, PowerPoint, Finance, Investments, Equities, Portfolio Management, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration
St. John's School 2001 — 2009
High School
J.P. Morgan July 2013 - March 2014
Jefferies LLC May 2012 - August 2012
PricewaterhouseCoopers xTREME Competition October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Equity Research, Microsoft Excel, PowerPoint, Finance, Investments, Equities, Portfolio Management, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration
St. John's School 2001 — 2009
High School
Maria J. Rodrigues Maria J. Rodrigues's J.P. Morgan Experience May 1998 - December 1999
Job Sr. Information Technology Business Analyst at The Hartford
Industry Insurance
Experience
The Hartford February 2008 - Present
The Hartford June 2004 - February 2008
CNA International February 2000 - June 2004
J.P. Morgan May 1998 - December 1999
J.P. Morgan November 1995 - May 1998
J.P. Morgan November 1995 - May 1998
J.P. Morgan February 1993 - November 1995
Citi September 1983 - February 1993
Skills
Brio Query, Business Objects, SQL, Microsoft Office Xp, Data Warehousing, Hyperion-Essbase, Brio 6 - Scheduler, Lotus Notes Database, IT Business Analysis, Oracle, PeopleSoft, People-oriented, Oral Communications, Portuguese, Spanish, Communication Written, Creative Problem Solving, Capacity Planning, Compliance Audits, Emerging Markets, Investment Banking, Multicultural, Group Benefits Insurance, Decision Making Skills, Budget Management, Organization and..., Customer Focus, Customer Oriented, Accounting, Auditing, Budgets, Business Analysis, Project Planning, Finance, Essbase, Lotus Notes, Problem Solving, Microsoft Office, Customer Service, Public Speaking
Education
Chubb Institute, New Jersey
Diploma, Business Application Programmer
Springfield College
BS, Int'l business, Computer Programming, Human Services
The Hartford February 2008 - Present
The Hartford June 2004 - February 2008
CNA International February 2000 - June 2004
J.P. Morgan May 1998 - December 1999
J.P. Morgan November 1995 - May 1998
J.P. Morgan November 1995 - May 1998
J.P. Morgan February 1993 - November 1995
Citi September 1983 - February 1993
Skills
Brio Query, Business Objects, SQL, Microsoft Office Xp, Data Warehousing, Hyperion-Essbase, Brio 6 - Scheduler, Lotus Notes Database, IT Business Analysis, Oracle, PeopleSoft, People-oriented, Oral Communications, Portuguese, Spanish, Communication Written, Creative Problem Solving, Capacity Planning, Compliance Audits, Emerging Markets, Investment Banking, Multicultural, Group Benefits Insurance, Decision Making Skills, Budget Management, Organization and..., Customer Focus, Customer Oriented, Accounting, Auditing, Budgets, Business Analysis, Project Planning, Finance, Essbase, Lotus Notes, Problem Solving, Microsoft Office, Customer Service, Public Speaking
Education
Chubb Institute, New Jersey
Diploma, Business Application Programmer
Springfield College
BS, Int'l business, Computer Programming, Human Services
Peter Van Horn's J.P. Morgan Experience April 2012 - August 2012
Job Senior Business Analyst
Industry Computer Software
Experience
Accenture August 2015 - Present
General Motors January 2014 - August 2015
General Motors June 2013 - January 2014
Ericsson August 2012 - April 2013
J.P. Morgan April 2012 - August 2012
Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Management, Excel, Mac OS, Research, Fundraising, Nonprofits, Customer Service, Time Management, Social Media, Word, Event Planning, Acess, Sales, Facebook, Budgets, Business Intelligence, Data Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Bachelor of Business Administration, Risk Management and Insurance
Spring Hill College 2009 — 2011
Accenture August 2015 - Present
General Motors January 2014 - August 2015
General Motors June 2013 - January 2014
Ericsson August 2012 - April 2013
J.P. Morgan April 2012 - August 2012
Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Management, Excel, Mac OS, Research, Fundraising, Nonprofits, Customer Service, Time Management, Social Media, Word, Event Planning, Acess, Sales, Facebook, Budgets, Business Intelligence, Data Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Bachelor of Business Administration, Risk Management and Insurance
Spring Hill College 2009 — 2011
Ben Koch Ben Koch's J.P. Morgan Experience September 2013 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
SWS Group April 2009 - June 2013
Broadstar Wind Systems October 2008 - March 2009
Citigroup Global Markets - Investment Banking Division August 1999 - October 2008
Skills
Debt, LBO, Capital Markets, Investment Banking, Equities, Mergers & Acquisitions, Finance, Private Equity, Valuation, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Southern Methodist University 1990 — 1994
BBA, Finance
J.P. Morgan September 2013 - Present
SWS Group April 2009 - June 2013
Broadstar Wind Systems October 2008 - March 2009
Citigroup Global Markets - Investment Banking Division August 1999 - October 2008
Skills
Debt, LBO, Capital Markets, Investment Banking, Equities, Mergers & Acquisitions, Finance, Private Equity, Valuation, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Southern Methodist University 1990 — 1994
BBA, Finance
John Angle John Angle's J.P. Morgan Experience June 2011 - July 2011
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2014 - Present
SMU Development and External Affairs August 2013 - May 2014
SMU Board of Trustees May 2013 - May 2014
Southern Methodist University April 2010 - May 2014
Ernst & Young January 2013 - March 2013
J.P. Morgan June 2011 - July 2011
Office of George W Bush February 2010 - August 2010
Parker School Uniforms May 2008 - July 2010
Education
Southern Methodist University 2013 — 2014
Masters of Science in Accounting, Assurance
Southern Methodist University 2009 — 2013
Edwin L. Cox School of Business, BBA in Accounting
Southern Methodist University 2009 — 2013
Bachelor of Arts (BA), History with Departmental Distinction
Franklin High School 2005 — 2009
EY September 2014 - Present
SMU Development and External Affairs August 2013 - May 2014
SMU Board of Trustees May 2013 - May 2014
Southern Methodist University April 2010 - May 2014
Ernst & Young January 2013 - March 2013
J.P. Morgan June 2011 - July 2011
Office of George W Bush February 2010 - August 2010
Parker School Uniforms May 2008 - July 2010
Education
Southern Methodist University 2013 — 2014
Masters of Science in Accounting, Assurance
Southern Methodist University 2009 — 2013
Edwin L. Cox School of Business, BBA in Accounting
Southern Methodist University 2009 — 2013
Bachelor of Arts (BA), History with Departmental Distinction
Franklin High School 2005 — 2009
Chase Wildes Chase Wildes's J.P. Morgan Experience May 2011 - September 2011
Job Associate Banker at Florida Community Bank
Industry Banking
Experience
Florida Community Bank May 2015 - Present
Florida Community Bank January 2014 - Present
Greenhill School February 2010 - December 2013
J.P. Morgan May 2011 - September 2011
Skills
Financial Analysis, Economics, Investments, Underwriting, Strategic Financial..., Microsoft Excel, Moody's RiskAnalyst, Cash Flow Analysis, Credit Analysis, Event Planning, Retirement Planning, Bloomberg Terminal, Securities, Leadership, Due Diligence, Market Research, Valuation, Corporate Finance
Education
Southern Methodist University 2010 — 2013
Bachelor's of Science, Economics with Financial Applications
London School of Economics and Political Science 2012 — 2012
Accounting and Finance
Jesuit College Preparatory School of Dallas 2005 — 2009
Florida Community Bank May 2015 - Present
Florida Community Bank January 2014 - Present
Greenhill School February 2010 - December 2013
J.P. Morgan May 2011 - September 2011
Skills
Financial Analysis, Economics, Investments, Underwriting, Strategic Financial..., Microsoft Excel, Moody's RiskAnalyst, Cash Flow Analysis, Credit Analysis, Event Planning, Retirement Planning, Bloomberg Terminal, Securities, Leadership, Due Diligence, Market Research, Valuation, Corporate Finance
Education
Southern Methodist University 2010 — 2013
Bachelor's of Science, Economics with Financial Applications
London School of Economics and Political Science 2012 — 2012
Accounting and Finance
Jesuit College Preparatory School of Dallas 2005 — 2009
Bill Rugg Bill Rugg's J.P. Morgan Experience June 2006 - October 2007
Job Real Estate Investment and Asset Management
Industry Investment Management
Experience
W.A.R. Consulting (d/b/a) August 2012 - Present
ST Residential, LLC December 2011 - August 2012
CBRE December 2008 - December 2011
CBRE October 2007 - December 2008
J.P. Morgan June 2006 - October 2007
Skills
Asset Management, REO, Real Estate Transactions, Real Estate Financing, Brokerage, Due Diligence, Commercial Real Estate, Investment Sales, Valuation, Contract Negotiation, Student Housing, Real Estate Economics, Vendor Management, Distressed Debt, Multi-family, Acquisitions, Land Acquisition, Asset Dispositions, Workout, Foreclosures, Financial Modeling, Portfolio Management, Private Equity, Market Analysis, Real Estate, Investments, Dispositions, Finance, Financial Analysis, Loans, Construction Loans, Joint Ventures, Underwriting, Distressed Property, Real Estate Development, Credit Analysis, Real Estate Investment..., Investment Banking, Structured Finance, Investment Management, Risk Management, Principal Investing
Education
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
W.A.R. Consulting (d/b/a) August 2012 - Present
ST Residential, LLC December 2011 - August 2012
CBRE December 2008 - December 2011
CBRE October 2007 - December 2008
J.P. Morgan June 2006 - October 2007
Skills
Asset Management, REO, Real Estate Transactions, Real Estate Financing, Brokerage, Due Diligence, Commercial Real Estate, Investment Sales, Valuation, Contract Negotiation, Student Housing, Real Estate Economics, Vendor Management, Distressed Debt, Multi-family, Acquisitions, Land Acquisition, Asset Dispositions, Workout, Foreclosures, Financial Modeling, Portfolio Management, Private Equity, Market Analysis, Real Estate, Investments, Dispositions, Finance, Financial Analysis, Loans, Construction Loans, Joint Ventures, Underwriting, Distressed Property, Real Estate Development, Credit Analysis, Real Estate Investment..., Investment Banking, Structured Finance, Investment Management, Risk Management, Principal Investing
Education
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Pamela McKenzie's J.P. Morgan Experience April 1989 - November 2008
Job Administrative Assistant at National Beverage Corp
Industry Banking
Experience
National Beverage Corp January 2007 - December 2010
J.P. Morgan April 1989 - November 2008
Skills
Microsoft Excel, Microsoft Office, Leadership, Process Improvement
Education
Southern University at New Orleans 1983 — 1986
Associate, computer science
National Beverage Corp January 2007 - December 2010
J.P. Morgan April 1989 - November 2008
Skills
Microsoft Excel, Microsoft Office, Leadership, Process Improvement
Education
Southern University at New Orleans 1983 — 1986
Associate, computer science
Christopher Muth Christopher Muth's J.P. Morgan Experience July 2001 - May 2006
Job Director, Financial Analytics at Markit on Demand Inc.
Industry Financial Services
Experience
Markit on Demand November 2007 - Present
BGI May 2006 - November 2007
J.P. Morgan July 2001 - May 2006
UHC January 1999 - July 2001
Plastic Decorators Inc June 1997 - January 1999
Education
Southern Illinois University, Carbondale 1993 — 1997
Bachelor's Degree, Industrial Technology
Markit on Demand November 2007 - Present
BGI May 2006 - November 2007
J.P. Morgan July 2001 - May 2006
UHC January 1999 - July 2001
Plastic Decorators Inc June 1997 - January 1999
Education
Southern Illinois University, Carbondale 1993 — 1997
Bachelor's Degree, Industrial Technology
Erick Rendon, CFA Erick Rendon, CFA's J.P. Morgan Experience March 2010 - June 2011
Job Finance and Strategic Planning Next Generation Devices at Microsoft
Industry Entertainment
Experience
Microsoft September 2014 - Present
Microsoft Corporation June 2011 - Present
J.P. Morgan March 2010 - June 2011
Altus Alliance June 2008 - September 2008
Federal Home Loan Bank of Seattle September 2003 - April 2007
Northwest Corporate Credit Union June 2001 - August 2003
Skills
Bloomberg, English, Financial Modeling, Asset Management, Valuation, Closing Deals, Capital Markets, Fixed Income, Customer Presentations, Asset Managment, Financial Services, Mergers & Acquisitions, Strategy, Sales, Internal Audit, Economics, Analysis, Investments, Market Research, Deal Closure, Credit, Finance, Project Management, Analytics, Negotiation, Corporate Finance, Investment Banking, Venture Capital, Portfolio Management, Marketing Strategy, Executive Management, Private Equity, Trading, Financial Accounting, Financial Risk, Business Development, Financial Analysis, Strategic Financial..., Start-ups, Equities, Risk Management, Due Diligence, Competitive Analysis, Forecasting, Derivatives, Corporate Development, Management Consulting
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Southern Oregon University 1996 — 2000
B.S.
Microsoft September 2014 - Present
Microsoft Corporation June 2011 - Present
J.P. Morgan March 2010 - June 2011
Altus Alliance June 2008 - September 2008
Federal Home Loan Bank of Seattle September 2003 - April 2007
Northwest Corporate Credit Union June 2001 - August 2003
Skills
Bloomberg, English, Financial Modeling, Asset Management, Valuation, Closing Deals, Capital Markets, Fixed Income, Customer Presentations, Asset Managment, Financial Services, Mergers & Acquisitions, Strategy, Sales, Internal Audit, Economics, Analysis, Investments, Market Research, Deal Closure, Credit, Finance, Project Management, Analytics, Negotiation, Corporate Finance, Investment Banking, Venture Capital, Portfolio Management, Marketing Strategy, Executive Management, Private Equity, Trading, Financial Accounting, Financial Risk, Business Development, Financial Analysis, Strategic Financial..., Start-ups, Equities, Risk Management, Due Diligence, Competitive Analysis, Forecasting, Derivatives, Corporate Development, Management Consulting
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Southern Oregon University 1996 — 2000
B.S.
Madhumita Patil Madhumita Patil's J.P. Morgan Experience December 2012 - June 2013
Job Financial Analyst at American Airlines
Industry Aviation & Aerospace
Experience
American Airlines July 2015 - Present
Ericsson June 2014 - May 2015
J.P. Morgan December 2012 - June 2013
J.P. Morgan June 2012 - November 2012
J.P. Morgan July 2010 - May 2012
Skills
Derivatives, Credit Risk, Management, Investment Banking, Financial Modeling, SQL, Financial Risk, Project Management, Capital Markets, Financial Analysis, Business Analysis, Finance, Valuation, Leadership, Strategy, Data Analysis, Mergers & Acquisitions, Analysis
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Mumbai 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science
St. John's Shool, Marhauli, Varanasi, U.P 1998 — 2006
American Airlines July 2015 - Present
Ericsson June 2014 - May 2015
J.P. Morgan December 2012 - June 2013
J.P. Morgan June 2012 - November 2012
J.P. Morgan July 2010 - May 2012
Skills
Derivatives, Credit Risk, Management, Investment Banking, Financial Modeling, SQL, Financial Risk, Project Management, Capital Markets, Financial Analysis, Business Analysis, Finance, Valuation, Leadership, Strategy, Data Analysis, Mergers & Acquisitions, Analysis
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Mumbai 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science
St. John's Shool, Marhauli, Varanasi, U.P 1998 — 2006
Hemachand Tadikonda's J.P. Morgan Experience October 2010 - Present
Job
Industry Computer Software
Experience
J.P. Morgan October 2010 - Present
Skills
Business Analysis, Business Intelligence, Enterprise Architecture, IT Strategy, Business Process..., Solution Architecture, Management Consulting, Program Management, SDLC, Business Process, Software Project..., Risk Management, Requirements Analysis, Integration, Agile Methodologies, Project Management, SOA, SQL, PMO, Software Development, Oracle, Outsourcing, Requirements Gathering
Education
University of North Carolina at Charlotte 1995 — 1997
Sri Venkateswara University 1991 — 1995
Sri Venkateswara University College of Engineering 1991 — 1995
J.P. Morgan October 2010 - Present
Skills
Business Analysis, Business Intelligence, Enterprise Architecture, IT Strategy, Business Process..., Solution Architecture, Management Consulting, Program Management, SDLC, Business Process, Software Project..., Risk Management, Requirements Analysis, Integration, Agile Methodologies, Project Management, SOA, SQL, PMO, Software Development, Oracle, Outsourcing, Requirements Gathering
Education
University of North Carolina at Charlotte 1995 — 1997
Sri Venkateswara University 1991 — 1995
Sri Venkateswara University College of Engineering 1991 — 1995
A.J. D'Antonio's J.P. Morgan Experience 2007 - 2013
Job Managing Consultant (Executive Recruiter), Financial Services at Korn/Ferry Futurestep
Industry Human Resources
Experience
Korn/Ferry Futurestep 2013 - Present
J.P. Morgan 2007 - 2013
Independent Consulting Engagements 2005 - 2007
Financial Services 1997 - 2005
Skills
Management, Talent Acquisition, Talent Management, Human Resources, Sourcing, Leadership, Recruiting, Consulting, Interviews, Screening
Education
Southern Illinois University, Carbondale 1993 — 1997
Bachelor's Degree, Music
Additional Educations and Certifications
Korn/Ferry Futurestep 2013 - Present
J.P. Morgan 2007 - 2013
Independent Consulting Engagements 2005 - 2007
Financial Services 1997 - 2005
Skills
Management, Talent Acquisition, Talent Management, Human Resources, Sourcing, Leadership, Recruiting, Consulting, Interviews, Screening
Education
Southern Illinois University, Carbondale 1993 — 1997
Bachelor's Degree, Music
Additional Educations and Certifications
Den Dhepyasuwan's J.P. Morgan Experience February 2012 - December 2012
Job Private Client AdvisorVice President at CHASE PRIVATE CLIENT
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
Matt Lupton's J.P. Morgan Experience June 2003 - February 2006
Job Workout & Restructuring at Clarien Bank Limited
Industry Financial Services
Experience
Clarien Bank Limited February 2015 - May 2015
Various Project Roles January 2014 - February 2015
Turnaround Management Association January 2012 - December 2014
BBVA Compass August 2010 - December 2013
Flagstar Bank October 2009 - April 2010
BBVA February 2006 - August 2009
J.P. Morgan June 2003 - February 2006
Cambridge Capital July 2001 - May 2003
Chicago Capital Management July 1999 - June 2001
Deutsche Bank October 1997 - December 1998
Skills
Loans, Equities, Debt, Investments, Business Valuation, Troubled Companies, Business Turnaround, Distressed Valuation, Integrated Cash Flow..., Thirteen Week Cash Flow..., Loan Workout, Valuation, Cash Flow Forecasting, Distressed Debt, Hedge Funds, Workout, Commercial Banking, Restructuring, Fixed Income, Portfolio Management, Securities, Credit Analysis, Underwriting, Financial Structuring, Credit Risk, Middle Market
Education
Texas Christian University
Texas Christian University
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance - Investments / Strategy
University of Detroit Mercy 2009 — 2010
MS, Business Turnaround Management
University of Mississippi - School of Business Administration 1992 — 1996
BBA, Banking & Finance
Clarien Bank Limited February 2015 - May 2015
Various Project Roles January 2014 - February 2015
Turnaround Management Association January 2012 - December 2014
BBVA Compass August 2010 - December 2013
Flagstar Bank October 2009 - April 2010
BBVA February 2006 - August 2009
J.P. Morgan June 2003 - February 2006
Cambridge Capital July 2001 - May 2003
Chicago Capital Management July 1999 - June 2001
Deutsche Bank October 1997 - December 1998
Skills
Loans, Equities, Debt, Investments, Business Valuation, Troubled Companies, Business Turnaround, Distressed Valuation, Integrated Cash Flow..., Thirteen Week Cash Flow..., Loan Workout, Valuation, Cash Flow Forecasting, Distressed Debt, Hedge Funds, Workout, Commercial Banking, Restructuring, Fixed Income, Portfolio Management, Securities, Credit Analysis, Underwriting, Financial Structuring, Credit Risk, Middle Market
Education
Texas Christian University
Texas Christian University
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance - Investments / Strategy
University of Detroit Mercy 2009 — 2010
MS, Business Turnaround Management
University of Mississippi - School of Business Administration 1992 — 1996
BBA, Banking & Finance
Che Watkins's J.P. Morgan Experience September 1991 - April 1998
Job President and CEO at The Center for Working Families, Inc.
Industry Nonprofit Organization Management
Experience
The Center for Working Families, Inc. July 2014 - Present
Atlanta Workforce Development Agency May 2014 - July 2014
Metro Atlanta Chamber September 2012 - November 2013
Citizens for Transportation Mobility September 2011 - August 2012
Metro Atlanta Chamber of Commerce September 2007 - September 2011
Metro Atlanta Chamber May 2007 - September 2007
Wachovia, A Wells Fargo Company September 2005 - April 2007
Bank of America June 1998 - August 2005
J.P. Morgan September 1991 - April 1998
Skills
Nonprofits, Project Management, Program Management, Budgets, Leadership, Non-profits, Strategic Planning, Fundraising, Public Relations, Public Speaking, Marketing, Event Planning, Marketing Strategy, Strategy, Business Development, Organizational..., Entrepreneurship, Relationship Management, Public Policy, Politics, Policy Analysis, Community Outreach
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Spelman College 1987 — 1991
BA, Economics, Management
The Center for Working Families, Inc. July 2014 - Present
Atlanta Workforce Development Agency May 2014 - July 2014
Metro Atlanta Chamber September 2012 - November 2013
Citizens for Transportation Mobility September 2011 - August 2012
Metro Atlanta Chamber of Commerce September 2007 - September 2011
Metro Atlanta Chamber May 2007 - September 2007
Wachovia, A Wells Fargo Company September 2005 - April 2007
Bank of America June 1998 - August 2005
J.P. Morgan September 1991 - April 1998
Skills
Nonprofits, Project Management, Program Management, Budgets, Leadership, Non-profits, Strategic Planning, Fundraising, Public Relations, Public Speaking, Marketing, Event Planning, Marketing Strategy, Strategy, Business Development, Organizational..., Entrepreneurship, Relationship Management, Public Policy, Politics, Policy Analysis, Community Outreach
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Spelman College 1987 — 1991
BA, Economics, Management
Kristen Cobb's J.P. Morgan Experience June 2010 - Present
Job J.P. Morgan Private Banker
Industry Financial Services
Experience
J.P. Morgan June 2010 - Present
Goldman Sachs June 2004 - 2010
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.)
J.P. Morgan June 2010 - Present
Goldman Sachs June 2004 - 2010
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.)
Christopher Kimball's J.P. Morgan Experience February 2012 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2012 - Present
JP Morgan September 1985 - Present
Skills
Certified Financial..., Series 7, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Investment Advisory, Investments, Asset Management, Investment Management, FINRA, Strategic Financial..., Mutual Funds, Investment Strategies, Equities, Fixed Income, Securities, Retirement Planning, Uniform Combined State..., Series 65
Education
Southern Methodist University
BA, Liberal Arts
J.P. Morgan February 2012 - Present
JP Morgan September 1985 - Present
Skills
Certified Financial..., Series 7, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Investment Advisory, Investments, Asset Management, Investment Management, FINRA, Strategic Financial..., Mutual Funds, Investment Strategies, Equities, Fixed Income, Securities, Retirement Planning, Uniform Combined State..., Series 65
Education
Southern Methodist University
BA, Liberal Arts
Jimmy Bhullar's J.P. Morgan Experience 2000 - Present
Job Equity Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2000 - Present
Education
Southern Methodist University
J.P. Morgan 2000 - Present
Education
Southern Methodist University
Kara Edwards's J.P. Morgan Experience August 2010 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
Beth Wilkerson's J.P. Morgan Experience May 2005 - Present
Job VP Product Specialist for JPMorgan
Industry Banking
Experience
J.P. Morgan May 2005 - Present
JPMorgan Chase 2005 - Present
Skills
Credit Cards, Payments, Relationship Management, Banking, Business Analysis, Financial Services, Vendor Management, Debit Cards, Electronic Payments, Payment Card Processing, Payment Systems, Treasury Management, Risk Management, Credit, Portfolio Management, Cash Management, Cross Selling, Merchant Services
Education
Southern Utah University 1997 — 2002
Bachelor’s Degree, History and Psycology
J.P. Morgan May 2005 - Present
JPMorgan Chase 2005 - Present
Skills
Credit Cards, Payments, Relationship Management, Banking, Business Analysis, Financial Services, Vendor Management, Debit Cards, Electronic Payments, Payment Card Processing, Payment Systems, Treasury Management, Risk Management, Credit, Portfolio Management, Cash Management, Cross Selling, Merchant Services
Education
Southern Utah University 1997 — 2002
Bachelor’s Degree, History and Psycology
Jeffrey Dunn CFP®'s J.P. Morgan Experience August 2011 - September 2015
Job Manager, Client Advisory Team at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management September 2015 - Present
J.P. Morgan August 2011 - September 2015
Bernstein Global Wealth Management August 2007 - July 2011
United States Air Force August 2002 - June 2007
Education
Southern Methodist University 2008 — 2009
Certificate, Financial Planning
Webster University 2005 — 2008
M.A., Management and Leadership
Texas A&M University - Mays Business School 1997 — 2002
B.B.A, Marketing
Tolleson Wealth Management September 2015 - Present
J.P. Morgan August 2011 - September 2015
Bernstein Global Wealth Management August 2007 - July 2011
United States Air Force August 2002 - June 2007
Education
Southern Methodist University 2008 — 2009
Certificate, Financial Planning
Webster University 2005 — 2008
M.A., Management and Leadership
Texas A&M University - Mays Business School 1997 — 2002
B.B.A, Marketing
Scott Whittekiend's J.P. Morgan Experience July 2003 - October 2010
Job Product Leader, Product Infrastructure & Systems at MasterCard
Industry Information Technology and Services
Experience
MasterCard December 2014 - Present
TechKind October 2010 - December 2014
J.P. Morgan July 2003 - October 2010
Volvo Commercial Credit Corp March 2002 - July 2003
Paymentech May 1998 - March 2002
Profit Pro, Inc. (now WHI Solutions, Inc.) February 1995 - May 1998
Skills
PMO, Program Management, Cross-functional Team..., Project Implementation, Team Management, Business Analysis, Data Analysis, Data Mapping, Payment Cards, Banking Technology, Automotive Aftermarket, Banking, Management, Payments, Process Improvement, Electronic Payments, Relationship Management, Debit Cards, Vendor Management, Payment Card Processing, Financial Services, Credit Cards, Payment Systems, Cards, Portfolio Management, Requirements Gathering, Product Management, Risk Management, Business Requirements, IT Strategy, Business Process..., Project Portfolio..., Requirements Analysis, Business Process, Software Project..., Business Intelligence, Analytics, User Acceptance Testing, PMP, Strategy
Education
Southern Utah University
University of Utah
MasterCard December 2014 - Present
TechKind October 2010 - December 2014
J.P. Morgan July 2003 - October 2010
Volvo Commercial Credit Corp March 2002 - July 2003
Paymentech May 1998 - March 2002
Profit Pro, Inc. (now WHI Solutions, Inc.) February 1995 - May 1998
Skills
PMO, Program Management, Cross-functional Team..., Project Implementation, Team Management, Business Analysis, Data Analysis, Data Mapping, Payment Cards, Banking Technology, Automotive Aftermarket, Banking, Management, Payments, Process Improvement, Electronic Payments, Relationship Management, Debit Cards, Vendor Management, Payment Card Processing, Financial Services, Credit Cards, Payment Systems, Cards, Portfolio Management, Requirements Gathering, Product Management, Risk Management, Business Requirements, IT Strategy, Business Process..., Project Portfolio..., Requirements Analysis, Business Process, Software Project..., Business Intelligence, Analytics, User Acceptance Testing, PMP, Strategy
Education
Southern Utah University
University of Utah
Garrett Geiger's J.P. Morgan Experience June 2008 - August 2008
Job Investment Professional
Industry Investment Management
Experience
Morgan Joseph TriArtisan LLC March 2010 - August 2012
J.P. Morgan June 2008 - August 2008
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Economics
Morgan Joseph TriArtisan LLC March 2010 - August 2012
J.P. Morgan June 2008 - August 2008
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Economics
Carla Seaberry's J.P. Morgan Experience May 2014 - Present
Job AML/Client Risk Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
JPMorgan Chase September 2012 - April 2014
JPMorgan Chase April 2012 - September 2012
BMO Harris Bank October 2008 - March 2012
JP Morgan Chase Bank 2006 - 2008
Skills
AML, KYC, Financial Crimes..., Due Diligence, Compliance, Banking, Fraud, Risk Management, Investigation, Risk Assessment, Retail Banking, Branch Banking, Credit, Series 6, Loans, Private Banking, Anti Money Laundering, Bank Secrecy Act, Financial Analysis, Financial Risk
Education
Southern Illinois University, Carbondale 2001 — 2005
Bachelors, Administration of Justice; Paralegal Studies
J.P. Morgan May 2014 - Present
JPMorgan Chase September 2012 - April 2014
JPMorgan Chase April 2012 - September 2012
BMO Harris Bank October 2008 - March 2012
JP Morgan Chase Bank 2006 - 2008
Skills
AML, KYC, Financial Crimes..., Due Diligence, Compliance, Banking, Fraud, Risk Management, Investigation, Risk Assessment, Retail Banking, Branch Banking, Credit, Series 6, Loans, Private Banking, Anti Money Laundering, Bank Secrecy Act, Financial Analysis, Financial Risk
Education
Southern Illinois University, Carbondale 2001 — 2005
Bachelors, Administration of Justice; Paralegal Studies
Jay Woodford's J.P. Morgan Experience January 2014 - May 2015
Job Fraud Specialist at Elevate
Industry Financial Services
Experience
Elevate May 2015 - Present
J.P. Morgan January 2014 - May 2015
Federal Deposit Insurance Corporation May 2010 - January 2014
BPC Financial August 2005 - April 2008
Mint Money Management July 2003 - May 2005
Skills
Banking, Equities, Credit, Loans, Trading, Project Management, Management, Compliance, Commodity Markets, Commodity Risk..., Commodity Pools
Education
Southern Methodist University 1998 — 2003
Bachelor's Degree, Economics; Financial Applications
The McCallie School 1994 — 1998
High School
Elevate May 2015 - Present
J.P. Morgan January 2014 - May 2015
Federal Deposit Insurance Corporation May 2010 - January 2014
BPC Financial August 2005 - April 2008
Mint Money Management July 2003 - May 2005
Skills
Banking, Equities, Credit, Loans, Trading, Project Management, Management, Compliance, Commodity Markets, Commodity Risk..., Commodity Pools
Education
Southern Methodist University 1998 — 2003
Bachelor's Degree, Economics; Financial Applications
The McCallie School 1994 — 1998
High School
Iris L. Bradley, CPL/ESA's J.P. Morgan Experience July 1988 - August 2006
Job Vice President/Landman
Industry Oil & Energy
Experience
Northern Trust Bank August 2012 - Present
Merit Energy Company June 2010 - May 2012
Merit Energy Company January 2009 - June 2010
Merit Energy Company August 2007 - December 2008
J.P. Morgan July 1988 - August 2006
InterFirst Bank January 1983 - July 1988
Hunt Oil Company December 1976 - December 1982
Skills
Natural Gas, Petroleum, Energy Industry, Gas, Onshore, Oil/Gas, Energy, Drilling, Division Orders, Mineral Rights, Title Opinions, Minerals, Due Diligence, Pipelines, Titles, Field Development, Operating Agreements, BOLO, Leases, Divestitures, Land Acquisition, Contract Negotiation, Joint Ventures, Negotiation, Mergers & Acquisitions, Oil & Gas Industry, Lease Negotiations, Acquisitions, Shale, Real Estate, Seismology, Completion, Contract Management
Education
Southern Methodist University 1973 — 1976
BFA, Journalism/Public Relations
Northern Trust Bank August 2012 - Present
Merit Energy Company June 2010 - May 2012
Merit Energy Company January 2009 - June 2010
Merit Energy Company August 2007 - December 2008
J.P. Morgan July 1988 - August 2006
InterFirst Bank January 1983 - July 1988
Hunt Oil Company December 1976 - December 1982
Skills
Natural Gas, Petroleum, Energy Industry, Gas, Onshore, Oil/Gas, Energy, Drilling, Division Orders, Mineral Rights, Title Opinions, Minerals, Due Diligence, Pipelines, Titles, Field Development, Operating Agreements, BOLO, Leases, Divestitures, Land Acquisition, Contract Negotiation, Joint Ventures, Negotiation, Mergers & Acquisitions, Oil & Gas Industry, Lease Negotiations, Acquisitions, Shale, Real Estate, Seismology, Completion, Contract Management
Education
Southern Methodist University 1973 — 1976
BFA, Journalism/Public Relations
Martin Pryor's J.P. Morgan Experience May 1994 - May 2002
Job Managing Director at Royal Bank of Scotland
Industry Banking
Experience
RBS Global Banking & Markets October 2010 - Present
CapRok Capital September 2008 - October 2010
Citigroup May 2002 - October 2008
J.P. Morgan May 1994 - May 2002
Skills
High Yield, Bonds, Credit, Loans, Leveraged Finance, Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Portfolio Management, Securitization, Syndications, Investments, Investment Banking, Trading, Hedge Funds, Valuation, Asset Management, Structured Products, Private Equity, Bloomberg, Corporate Finance, Alternative Investments, Securities, ABS, Financial Markets, Credit Derivatives, Equities, Derivatives
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
University of Kansas
BS Businees, Economics
RBS Global Banking & Markets October 2010 - Present
CapRok Capital September 2008 - October 2010
Citigroup May 2002 - October 2008
J.P. Morgan May 1994 - May 2002
Skills
High Yield, Bonds, Credit, Loans, Leveraged Finance, Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Portfolio Management, Securitization, Syndications, Investments, Investment Banking, Trading, Hedge Funds, Valuation, Asset Management, Structured Products, Private Equity, Bloomberg, Corporate Finance, Alternative Investments, Securities, ABS, Financial Markets, Credit Derivatives, Equities, Derivatives
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
University of Kansas
BS Businees, Economics
LaCinda Vidaurri's J.P. Morgan Experience February 2013 - September 2014
Job Credit Risk Analyst at Capital One Currently seeking new opportunities.
Industry Banking
Experience
Capital One September 2014 - Present
J.P. Morgan February 2013 - September 2014
J.P. Morgan February 2012 - February 2013
JPMorgan Chase November 2009 - February 2012
Woodforest National Bank 2003 - 2008
Skills
Financial Services, Retail Banking, Banking, Commercial Banking, Investments, Finance, Risk Management, Series 63, Deposits, Investment Banking, Branch Banking, Consumer Lending, AML, KYC, Securities, Financial Risk, Operational Risk, Operational Risk..., OFAC, Commercial Lending, Anti Money Laundering
Education
Southern New Hampshire University 2015 — 2017
Bachelor of Science (BS), Information Technology - Cybersecurity
Ashworth College 2014 — 2015
Bachelor's degree, Criminal Justice
Montgomery County College 2000 — 2002
Associate's degree, Business/Commerce, General
Capital One September 2014 - Present
J.P. Morgan February 2013 - September 2014
J.P. Morgan February 2012 - February 2013
JPMorgan Chase November 2009 - February 2012
Woodforest National Bank 2003 - 2008
Skills
Financial Services, Retail Banking, Banking, Commercial Banking, Investments, Finance, Risk Management, Series 63, Deposits, Investment Banking, Branch Banking, Consumer Lending, AML, KYC, Securities, Financial Risk, Operational Risk, Operational Risk..., OFAC, Commercial Lending, Anti Money Laundering
Education
Southern New Hampshire University 2015 — 2017
Bachelor of Science (BS), Information Technology - Cybersecurity
Ashworth College 2014 — 2015
Bachelor's degree, Criminal Justice
Montgomery County College 2000 — 2002
Associate's degree, Business/Commerce, General
Zeba Ansari's J.P. Morgan Experience 2001 - 2006
Job
Industry Banking
Experience
Citi September 2015 - Present
Fannie Mae November 2013 - September 2015
ORIX USA Corporation August 2009 - September 2013
Guaranty Bank 2008 - 2009
RBC Royal Bank 2006 - 2008
J.P. Morgan 2001 - 2006
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Investments, Loans, Financial Analysis, Asset Management, Valuation, Due Diligence, Mergers & Acquisitions, Restructuring, Risk Management, Credit, Commercial Real Estate, Banking, Auditing
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Business & Finance
American Graduate of International Management (Thunderbird)
Master's degree, Finance and Financial Management Services
Citi September 2015 - Present
Fannie Mae November 2013 - September 2015
ORIX USA Corporation August 2009 - September 2013
Guaranty Bank 2008 - 2009
RBC Royal Bank 2006 - 2008
J.P. Morgan 2001 - 2006
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Investments, Loans, Financial Analysis, Asset Management, Valuation, Due Diligence, Mergers & Acquisitions, Restructuring, Risk Management, Credit, Commercial Real Estate, Banking, Auditing
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Business & Finance
American Graduate of International Management (Thunderbird)
Master's degree, Finance and Financial Management Services
Raj Madugula's J.P. Morgan Experience March 2011 - August 2015
Job Principal Enterprise Architect Big Data and Analytics at First Data Corporation
Industry Investment Banking
Experience
First Data Corporation 2015 - Present
J.P. Morgan March 2011 - August 2015
UBS Investment Bank August 2005 - March 2011
Goldman Sachs 2003 - 2005
Citigroup 2001 - 2003
Deustche Bank July 2000 - August 2001
Skills
SDLC, Agile Methodologies, SOA, Sybase, Trading Systems, Enterprise Architecture, Business Analysis, Program Delivery..., Java, Operation Risk..., Big Data Analytics, Big Data, Hadoop, Private Cloud, Apache Spark, Tableau, QlikView, Cognos
Education
Sri Venkateswara University 1996 — 1998
Masters, Computer Science, A+
First Data Corporation 2015 - Present
J.P. Morgan March 2011 - August 2015
UBS Investment Bank August 2005 - March 2011
Goldman Sachs 2003 - 2005
Citigroup 2001 - 2003
Deustche Bank July 2000 - August 2001
Skills
SDLC, Agile Methodologies, SOA, Sybase, Trading Systems, Enterprise Architecture, Business Analysis, Program Delivery..., Java, Operation Risk..., Big Data Analytics, Big Data, Hadoop, Private Cloud, Apache Spark, Tableau, QlikView, Cognos
Education
Sri Venkateswara University 1996 — 1998
Masters, Computer Science, A+
Matt Dagelewicz's J.P. Morgan Experience January 2014 - Present
Job Global Investment Pricing Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan September 2010 - January 2014
Arrow Retail June 2009 - August 2009
Skills
Sales, Financial Analysis, Microsoft Excel, Leadership, Equities, Microsoft Office, Management, Project Management, Data Analysis, Customer Service, Bloomberg, Strategic Planning, Analysis, Finance
Education
Southern Methodist University 2007 — 2009
Bachelor of Science (B.S.), Economics with Finance Applications
J.P. Morgan January 2014 - Present
J.P. Morgan September 2010 - January 2014
Arrow Retail June 2009 - August 2009
Skills
Sales, Financial Analysis, Microsoft Excel, Leadership, Equities, Microsoft Office, Management, Project Management, Data Analysis, Customer Service, Bloomberg, Strategic Planning, Analysis, Finance
Education
Southern Methodist University 2007 — 2009
Bachelor of Science (B.S.), Economics with Finance Applications
Scott Frank's J.P. Morgan Experience 2000 - 2001
Job Principal at Willow Bend Commercial Capital, LLC.
Industry Commercial Real Estate
Experience
Willow Bend Commercial Capital, LLC. July 2013 - Present
Vant Capital Partners September 2011 - June 2013
CBRE September 2010 - November 2010
Beal Bank 2009 - 2009
NorthMarq 2004 - 2009
Prudential Financial 2001 - 2004
J.P. Morgan 2000 - 2001
Archon Group 1998 - 2000
Skills
Underwriting, Real Estate Financing, Real Estate Economics, Due Diligence, Loans, Credit, Investments, Private Equity, Mergers & Acquisitions, Commercial Mortgages, Real Estate, Loan Origination, Commercial Real Estate, Investment Banking, Investment Properties, Portfolio Management, Refinance, Acquisitions, Investors, Commercial Banking, Funding
Education
Southern Methodist University 1994 — 1998
B.A., English
Willow Bend Commercial Capital, LLC. July 2013 - Present
Vant Capital Partners September 2011 - June 2013
CBRE September 2010 - November 2010
Beal Bank 2009 - 2009
NorthMarq 2004 - 2009
Prudential Financial 2001 - 2004
J.P. Morgan 2000 - 2001
Archon Group 1998 - 2000
Skills
Underwriting, Real Estate Financing, Real Estate Economics, Due Diligence, Loans, Credit, Investments, Private Equity, Mergers & Acquisitions, Commercial Mortgages, Real Estate, Loan Origination, Commercial Real Estate, Investment Banking, Investment Properties, Portfolio Management, Refinance, Acquisitions, Investors, Commercial Banking, Funding
Education
Southern Methodist University 1994 — 1998
B.A., English
Jacob Jurlina's J.P. Morgan Experience June 2008 - August 2008
Job Associate at Memorial Resource Development
Industry Oil & Energy
Experience
Memorial Resource Development Corp. August 2014 - Present
Rothschild January 2013 - August 2014
EP ENERGY September 2011 - December 2012
KeyBanc Capital Markets August 2010 - August 2011
J.P. Morgan June 2008 - August 2008
Smith Barney August 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Investment Banking, Investments, Corporate Finance, Business Development, Microsoft Office, Capital Markets, Acquisitions &...
Education
Southern Methodist University 2005 — 2010
B.B.A., Finance
St. Mark's School of Texas 2000 — 2005
Memorial Resource Development Corp. August 2014 - Present
Rothschild January 2013 - August 2014
EP ENERGY September 2011 - December 2012
KeyBanc Capital Markets August 2010 - August 2011
J.P. Morgan June 2008 - August 2008
Smith Barney August 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Investment Banking, Investments, Corporate Finance, Business Development, Microsoft Office, Capital Markets, Acquisitions &...
Education
Southern Methodist University 2005 — 2010
B.B.A., Finance
St. Mark's School of Texas 2000 — 2005
Gerald (Jerry) Howard's J.P. Morgan Experience December 2012 - October 2013
Job Cheese Specialist at Mariano's
Industry Retail
Experience
Mariano's February 2014 - Present
J.P. Morgan December 2012 - October 2013
Chase Investment Services Corp 2003 - November 2012
Bank of America 1994 - 1999
Federal Reserve System 1992 - 1994
Chicago Branches International Banking January 1979 - February 1992
Skills
Credit Analysis, Corporate Finance, International Finance, Non-profit..., Small Business Lending, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, High Net Worth..., IRAs, Fixed Annuities, Retail Sales, Food & Beverage
Education
Southern Methodist University - Cox School of Business 1976 — 1978
MBA, FINANCE
Southern Methodist University - Cox School of Business 1972 — 1976
Bachelor's Degree, Accounting
Mariano's February 2014 - Present
J.P. Morgan December 2012 - October 2013
Chase Investment Services Corp 2003 - November 2012
Bank of America 1994 - 1999
Federal Reserve System 1992 - 1994
Chicago Branches International Banking January 1979 - February 1992
Skills
Credit Analysis, Corporate Finance, International Finance, Non-profit..., Small Business Lending, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, High Net Worth..., IRAs, Fixed Annuities, Retail Sales, Food & Beverage
Education
Southern Methodist University - Cox School of Business 1976 — 1978
MBA, FINANCE
Southern Methodist University - Cox School of Business 1972 — 1976
Bachelor's Degree, Accounting
Marlina Gonzalez's J.P. Morgan Experience April 2013 - Present
Job Revenue Management Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
JPMorgan Chase November 2010 - May 2013
Wells Fargo December 2009 - November 2010
Wells Fargo March 2008 - December 2009
Skills
Credit Analysis, Loans, Mortgage Lending, Banking, Credit Risk, Portfolio Management, Loan Origination, Consumer Lending, Financial Analysis, Process Improvement, Business Analysis, Investment Banking
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2004 — 2008
Finance, Finance, General
J.P. Morgan April 2013 - Present
JPMorgan Chase November 2010 - May 2013
Wells Fargo December 2009 - November 2010
Wells Fargo March 2008 - December 2009
Skills
Credit Analysis, Loans, Mortgage Lending, Banking, Credit Risk, Portfolio Management, Loan Origination, Consumer Lending, Financial Analysis, Process Improvement, Business Analysis, Investment Banking
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2004 — 2008
Finance, Finance, General
Travis Shirley's J.P. Morgan Experience September 2014 - Present
Job FA at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Oppenheimer & Co. October 2009 - September 2014
First Albany Capital July 2003 - October 2007
Hambrecht & Quist (acquired by JP Morgan Chase Sep 2001 December 1998 - January 2003
Skills
Series 7, Series 63, series 55, Equities, Securities, Hedge Funds, Capital Markets, Financial Analysis, FINRA, Investments, Bloomberg, Mergers & Acquisitions, Equity Research, Equity Trading, Alternative Investments, Trading, Options, Fixed Income, Investment Banking
Education
Southern Methodist University 1994 — 1998
BA, Economics
J.P. Morgan September 2014 - Present
Oppenheimer & Co. October 2009 - September 2014
First Albany Capital July 2003 - October 2007
Hambrecht & Quist (acquired by JP Morgan Chase Sep 2001 December 1998 - January 2003
Skills
Series 7, Series 63, series 55, Equities, Securities, Hedge Funds, Capital Markets, Financial Analysis, FINRA, Investments, Bloomberg, Mergers & Acquisitions, Equity Research, Equity Trading, Alternative Investments, Trading, Options, Fixed Income, Investment Banking
Education
Southern Methodist University 1994 — 1998
BA, Economics
Wendell Granderson's J.P. Morgan Experience July 2006 - April 2011
Job Sr Investment Accountant at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2006 - April 2011
Penson Financial Services June 2004 - July 2006
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Securities, Mutual Funds, Derivatives, Reconciliations, FX, Options, Investments, Financial Modeling, Financial Reporting, Asset Management, Portfolio Management, Financial Analysis, Accounting, Credit, Internal Controls, Risk Management, Fund Accounting, Swaps, Analysis, Corporate Actions, Valuation, Excel, CDS
Education
Southern Methodist University 1999 — 2001
B.S., Economics/Finance
J.P. Morgan July 2006 - April 2011
Penson Financial Services June 2004 - July 2006
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Securities, Mutual Funds, Derivatives, Reconciliations, FX, Options, Investments, Financial Modeling, Financial Reporting, Asset Management, Portfolio Management, Financial Analysis, Accounting, Credit, Internal Controls, Risk Management, Fund Accounting, Swaps, Analysis, Corporate Actions, Valuation, Excel, CDS
Education
Southern Methodist University 1999 — 2001
B.S., Economics/Finance
Stephen Ruzich's J.P. Morgan Experience April 2001 - Present
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase 2003 - Present
J.P. Morgan April 2001 - Present
JPMorgan Chase 2001 - Present
Skills
Banking, Process Improvement, Credit, Risk Management
Education
Southwestern College
MBE, Music Education
JP Morgan Chase 2003 - Present
J.P. Morgan April 2001 - Present
JPMorgan Chase 2001 - Present
Skills
Banking, Process Improvement, Credit, Risk Management
Education
Southwestern College
MBE, Music Education
Drew Petersen's J.P. Morgan Experience June 2010 - August 2010
Job MBA + MS Design Innovation Candidate at Kellogg School of Management
Industry Management Consulting
Experience
Kellogg School of Management June 2015 - Present
Bain & Company August 2014 - June 2015
Bain & Company June 2012 - August 2014
Bain & Company June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
SMU Tennis June 2009 - August 2009
SMU September 2007 - November 2008
Skills
DCF, Microsoft Office, Management Consulting, Statistics, Business Strategy, Business Process..., Strategic Planning, Financial Modeling, Business Analysis, Microsoft Excel, Corporate Finance, Financial Analysis, Valuation, Data Analysis, Finance, Due Diligence, Analysis, Market Research, Competitive Analysis, Strategy, Strategic Consulting, Consulting
Education
Southern Methodist University 2007 — 2012
Electrical Engineering, Biomedical Specialization
Southern Methodist University - Cox School of Business 2007 — 2012
Bachelor of Business Administration, Finance
Kellogg School of Management June 2015 - Present
Bain & Company August 2014 - June 2015
Bain & Company June 2012 - August 2014
Bain & Company June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
SMU Tennis June 2009 - August 2009
SMU September 2007 - November 2008
Skills
DCF, Microsoft Office, Management Consulting, Statistics, Business Strategy, Business Process..., Strategic Planning, Financial Modeling, Business Analysis, Microsoft Excel, Corporate Finance, Financial Analysis, Valuation, Data Analysis, Finance, Due Diligence, Analysis, Market Research, Competitive Analysis, Strategy, Strategic Consulting, Consulting
Education
Southern Methodist University 2007 — 2012
Electrical Engineering, Biomedical Specialization
Southern Methodist University - Cox School of Business 2007 — 2012
Bachelor of Business Administration, Finance
Bart Bonney's J.P. Morgan Experience August 2013 - Present
Job Executive Director, J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2013 - Present
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Valuation, Equity Research, Financial Modeling, Alternative Investments, Bloomberg, Series 7, Series 63, Private Equity, Equity Valuation, Securities, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Investments, FINRA, Investment Advisory, Investment Banking, Derivatives, Options, Mutual Funds
Education
Southern Methodist University
J.P. Morgan August 2013 - Present
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Valuation, Equity Research, Financial Modeling, Alternative Investments, Bloomberg, Series 7, Series 63, Private Equity, Equity Valuation, Securities, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Investments, FINRA, Investment Advisory, Investment Banking, Derivatives, Options, Mutual Funds
Education
Southern Methodist University
Ashley Cousins's J.P. Morgan Experience May 2010 - August 2010
Job Senior Account Manager at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines November 2013 - Present
Google January 2012 - November 2013
Google June 2011 - December 2011
Spelman College May 2010 - May 2011
Spelman College August 2009 - May 2011
Spelman College March 2008 - May 2011
J.P. Morgan May 2010 - August 2010
Sponsors for Educational Opportunity May 2010 - August 2010
Management Leadership for Tomorrow 2010 - 2010
MLT 2010 - 2010
Skills
Public Speaking, PowerPoint, Economics, Research, SPSS, Spanish, Budgets, Leadership, Management, Data Analysis, Interviews, Qualitative Research, Microsoft Office, Community Outreach, Customer Service, Digital Marketing, Analysis, Advertising, Event Planning, Social Networking
Education
Spelman College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Spelman College 2007 — 2011
Bachelor of Arts, Economics
Delta Air Lines November 2013 - Present
Google January 2012 - November 2013
Google June 2011 - December 2011
Spelman College May 2010 - May 2011
Spelman College August 2009 - May 2011
Spelman College March 2008 - May 2011
J.P. Morgan May 2010 - August 2010
Sponsors for Educational Opportunity May 2010 - August 2010
Management Leadership for Tomorrow 2010 - 2010
MLT 2010 - 2010
Skills
Public Speaking, PowerPoint, Economics, Research, SPSS, Spanish, Budgets, Leadership, Management, Data Analysis, Interviews, Qualitative Research, Microsoft Office, Community Outreach, Customer Service, Digital Marketing, Analysis, Advertising, Event Planning, Social Networking
Education
Spelman College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Spelman College 2007 — 2011
Bachelor of Arts, Economics
Christian Cho's J.P. Morgan Experience July 2008 - October 2010
Job Investment Banking Professional
Industry Investment Banking
Experience
Mizuho Bank August 2013 - Present
RBS Markets & International Banking January 2011 - July 2013
J.P. Morgan July 2008 - October 2010
Skills
Investment Banking, Portfolio Management, Banking, Finance, Credit Risk, Credit, Leveraged Finance, Cash Management, Accounting, Treasury Management, Syndications, Bloomberg, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Credit Analysis, Equities, Loans
Education
Southern Methodist University - Cox School of Business
BBA, Finance
Southern Methodist University
BS, Applied Mathematics
Mizuho Bank August 2013 - Present
RBS Markets & International Banking January 2011 - July 2013
J.P. Morgan July 2008 - October 2010
Skills
Investment Banking, Portfolio Management, Banking, Finance, Credit Risk, Credit, Leveraged Finance, Cash Management, Accounting, Treasury Management, Syndications, Bloomberg, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Credit Analysis, Equities, Loans
Education
Southern Methodist University - Cox School of Business
BBA, Finance
Southern Methodist University
BS, Applied Mathematics
Toshica Rathore's J.P. Morgan Experience May 2012 - November 2013
Job Analyst at Citi (Lean Six Sigma Certified)
Industry Financial Services
Experience
Citi February 2014 - Present
J.P. Morgan May 2012 - November 2013
Citi June 2010 - July 2010
Valenica College July 2007 - August 2007
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Double Major: Finance and Economics with Financial Application
Olympia High School 2005 — 2009
AP Program Graduate
Citi February 2014 - Present
J.P. Morgan May 2012 - November 2013
Citi June 2010 - July 2010
Valenica College July 2007 - August 2007
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Double Major: Finance and Economics with Financial Application
Olympia High School 2005 — 2009
AP Program Graduate
Hannah Heighten's J.P. Morgan Experience May 2015 - Present
Job Market Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Kimley-Horn and Associates, Inc. May 2011 - August 2012
Stanley Korshak May 2009 - August 2009
Skills
Microsoft Office, AutoCAD, Microsoft Excel, PowerPoint, Microsoft Word, HEC-HMS, Engineering
Education
Southern Methodist University 2009 — 2012
Bachelor of Science (B.S.), Civil Engineering
Vanderbilt University 2008 — 2009
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Kimley-Horn and Associates, Inc. May 2011 - August 2012
Stanley Korshak May 2009 - August 2009
Skills
Microsoft Office, AutoCAD, Microsoft Excel, PowerPoint, Microsoft Word, HEC-HMS, Engineering
Education
Southern Methodist University 2009 — 2012
Bachelor of Science (B.S.), Civil Engineering
Vanderbilt University 2008 — 2009
Adam Palisi's J.P. Morgan Experience July 2012 - Present
Job Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Jersey Mike's Subs June 2009 - August 2009
Skills
Bloomberg, Banking, Equities, Fixed Income, Options, Financial Modeling, Portfolio Management
Education
Southern Methodist University 2008 — 2012
Finance/ Economics
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Jersey Mike's Subs June 2009 - August 2009
Skills
Bloomberg, Banking, Equities, Fixed Income, Options, Financial Modeling, Portfolio Management
Education
Southern Methodist University 2008 — 2012
Finance/ Economics
Yolanda Prevost-Robinson's J.P. Morgan Experience April 2012 - February 2015
Job HR Generalist
Industry Human Resources
Experience
J.P. Morgan April 2012 - February 2015
Texell Credit Union October 2008 - April 2012
JPMorgan Chase March 2001 - June 2008
Hancock Bank July 1994 - March 2001
Bay Tech Associates August 1989 - June 1991
Entergy aka Louisiana Power and Light aka New Orleans Public Service May 1983 - August 1989
Skills
Interpersonal..., Interviews, New Business Development, Employee Training, Direct Sales, Business Strategy, Business Process..., Underwriting, Internal Controls, Microsoft Excel, Microsoft Word, PowerPoint, Presenter, Public Seminars, Banking, Coaching, Management, Marketing, Sales, Small Business, Budgets, Public Speaking, Customer Service, Sales Management
Education
Chancellor University 2009 — 2013
Bachelor of Business Administration (BBA), Applied Management, 3.4
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1997
Bachelor of Business Administration (B.B.A.), English
J.P. Morgan April 2012 - February 2015
Texell Credit Union October 2008 - April 2012
JPMorgan Chase March 2001 - June 2008
Hancock Bank July 1994 - March 2001
Bay Tech Associates August 1989 - June 1991
Entergy aka Louisiana Power and Light aka New Orleans Public Service May 1983 - August 1989
Skills
Interpersonal..., Interviews, New Business Development, Employee Training, Direct Sales, Business Strategy, Business Process..., Underwriting, Internal Controls, Microsoft Excel, Microsoft Word, PowerPoint, Presenter, Public Seminars, Banking, Coaching, Management, Marketing, Sales, Small Business, Budgets, Public Speaking, Customer Service, Sales Management
Education
Chancellor University 2009 — 2013
Bachelor of Business Administration (BBA), Applied Management, 3.4
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1997
Bachelor of Business Administration (B.B.A.), English
Shane McNamara, MBA's J.P. Morgan Experience February 2013 - Present
Job at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Refinance, Real Estate Economics, Microsoft Excel, Loan Origination, Negotiation
Education
North Central College 2008 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Southern Illinois University, Carbondale 1995 — 1999
Bachelor's degree, Finance, General
J.P. Morgan February 2013 - Present
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Refinance, Real Estate Economics, Microsoft Excel, Loan Origination, Negotiation
Education
North Central College 2008 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Southern Illinois University, Carbondale 1995 — 1999
Bachelor's degree, Finance, General
Brittney Allen's J.P. Morgan Experience February 2009 - May 2011
Job Advisory Services
Industry Financial Services
Experience
EY January 2015 - Present
JPMorgan Chase May 2011 - January 2015
J.P. Morgan February 2009 - May 2011
Skills
Client Relationship..., Marketing Research, Market Research, Database Management, Customer Relations, Brand Awareness, Brand Development, MS Project, Project Execution, Operations Management, Proposal Writing, Conflict Resolution, Qualitative Research, Quantitative Analysis, Marketing Communications, Forecasting, Vendor Management, Vendor Relations, Reconciliation, Financial Reporting, Project Management, Marketing, CRM, Customer Service, Business Development, Quantitative Analytics, Leadership, Event Planning, Strategic Planning, Strategy, Program Management, Analysis, Management, Team Building, Advertising, Marketing Strategy
Education
Spelman College 2004 — 2008
Bachelor of Arts, Economics, Management and Organization
EY January 2015 - Present
JPMorgan Chase May 2011 - January 2015
J.P. Morgan February 2009 - May 2011
Skills
Client Relationship..., Marketing Research, Market Research, Database Management, Customer Relations, Brand Awareness, Brand Development, MS Project, Project Execution, Operations Management, Proposal Writing, Conflict Resolution, Qualitative Research, Quantitative Analysis, Marketing Communications, Forecasting, Vendor Management, Vendor Relations, Reconciliation, Financial Reporting, Project Management, Marketing, CRM, Customer Service, Business Development, Quantitative Analytics, Leadership, Event Planning, Strategic Planning, Strategy, Program Management, Analysis, Management, Team Building, Advertising, Marketing Strategy
Education
Spelman College 2004 — 2008
Bachelor of Arts, Economics, Management and Organization
Steve Willmann's J.P. Morgan Experience March 1999 - July 2007
Job Treasurer at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital July 2007 - Present
J.P. Morgan March 1999 - July 2007
Skills
Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Hedge Funds, Financial Reporting, Risk Management, Budgets, Strategic Planning, Valuation, Corporate Finance, Investment Banking, Management, Banking Relationships, Alternative Investments, Investments
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Texas Tech University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
TPG Capital July 2007 - Present
J.P. Morgan March 1999 - July 2007
Skills
Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Hedge Funds, Financial Reporting, Risk Management, Budgets, Strategic Planning, Valuation, Corporate Finance, Investment Banking, Management, Banking Relationships, Alternative Investments, Investments
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Texas Tech University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Terry Landry's J.P. Morgan Experience November 2006 - Present
Job VP, Sr. Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan November 2006 - Present
JPMorgan Chase December 2003 - November 2006
JPMorgan Chase December 2000 - November 2003
Skills
Business Analysis, Business Process..., Agile & Waterfall..., Project Management, Global Regulatory..., Functional Analysis, Functional..., Business Requirements, System Design, Banking, Quality Assurance, System Testing, Payments, SWIFT, SEPA, Product Development, Product Management, Scope Management, Test Planning, Process Improvement, Software Documentation, Strategy, User Acceptance Testing, SWIFT payments
Education
Southern New Hampshire University
Suffolk University - Sawyer School of Management
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan November 2006 - Present
JPMorgan Chase December 2003 - November 2006
JPMorgan Chase December 2000 - November 2003
Skills
Business Analysis, Business Process..., Agile & Waterfall..., Project Management, Global Regulatory..., Functional Analysis, Functional..., Business Requirements, System Design, Banking, Quality Assurance, System Testing, Payments, SWIFT, SEPA, Product Development, Product Management, Scope Management, Test Planning, Process Improvement, Software Documentation, Strategy, User Acceptance Testing, SWIFT payments
Education
Southern New Hampshire University
Suffolk University - Sawyer School of Management
Bachelor of Science (BS), Business Administration and Management, General
Bill Bogart's J.P. Morgan Experience 1999 - 2014
Job Family Wealth and Education Consultant
Industry Investment Management
Experience
Self Employed 2014 - Present
J.P. Morgan 1999 - 2014
Skills
Investments, Management, Banking, Governance, Asset Management, Portfolio Management, Investment Banking, Financial Modeling, Fixed Income, Equities
Education
Southern Methodist University - Cox School of Business 1977 — 1981
Southern Methodist University
Self Employed 2014 - Present
J.P. Morgan 1999 - 2014
Skills
Investments, Management, Banking, Governance, Asset Management, Portfolio Management, Investment Banking, Financial Modeling, Fixed Income, Equities
Education
Southern Methodist University - Cox School of Business 1977 — 1981
Southern Methodist University
Shana McGuire's J.P. Morgan Experience May 2013 - Present
Job Fraud Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Guadalupe National Bank March 2012 - April 2013
Academy Sports + Outdoors May 2011 - August 2011
Skills
Communication, Public Relations, Computers, Leadership, Dedication to work, Teamwork, Multi Tasking, Positivity
Education
Texas Lutheran University 2010 — 2011
Southwest Texas Junior College 2008 — 2010
J.P. Morgan May 2013 - Present
Guadalupe National Bank March 2012 - April 2013
Academy Sports + Outdoors May 2011 - August 2011
Skills
Communication, Public Relations, Computers, Leadership, Dedication to work, Teamwork, Multi Tasking, Positivity
Education
Texas Lutheran University 2010 — 2011
Southwest Texas Junior College 2008 — 2010
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.