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
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J.P. Morgan Employees
Employee
Years
Job
Industry
Clayton Billadeau Clayton Billadeau's J.P. Morgan Experience June 2015 - Present
Job Automate everything
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan February 2015 - June 2015
J.P. Morgan August 2014 - February 2015
Internal Revenue Service February 2008 - February 2015
J.P. Morgan January 2014 - August 2014
IBC Bank September 2011 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Access, Microsoft Word, Banking, Data Entry, Accounts Payable, Accounting, PowerPoint, Analysis, Policy, Teamwork, Training, Time Management, Administrative..., Payroll, QuickBooks, Office Administration, Data Analysis, Administration, Government, SharePoint, Financial Analysis, Business Analysis, Public Speaking, Research, Social Media, Databases, Due Diligence, Analytics, Management, Leadership, Risk Management, Fraud
Education
St. Mary's University 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature
St. Mary's University 2007 — 2010
Bachelor of Arts (B.A.), History/Transnational American Studies
J.P. Morgan June 2015 - Present
J.P. Morgan February 2015 - June 2015
J.P. Morgan August 2014 - February 2015
Internal Revenue Service February 2008 - February 2015
J.P. Morgan January 2014 - August 2014
IBC Bank September 2011 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Access, Microsoft Word, Banking, Data Entry, Accounts Payable, Accounting, PowerPoint, Analysis, Policy, Teamwork, Training, Time Management, Administrative..., Payroll, QuickBooks, Office Administration, Data Analysis, Administration, Government, SharePoint, Financial Analysis, Business Analysis, Public Speaking, Research, Social Media, Databases, Due Diligence, Analytics, Management, Leadership, Risk Management, Fraud
Education
St. Mary's University 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature
St. Mary's University 2007 — 2010
Bachelor of Arts (B.A.), History/Transnational American Studies
Peter Frett Peter Frett's J.P. Morgan Experience 2007 - 2013
Job Treasury Management Sales at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank January 2014 - Present
J.P. Morgan 2007 - 2013
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2003 - 2004
JPMorgan Chase 1998 - 2003
JPMorgan Chase 1993 - 1998
JPMorgan Chase 1989 - 1993
JPMorgan Chase 1985 - 1989
JPMorgan Chase 1983 - 1984
Skills
Banking, Strategic Planning, Sales, Forecasting, Management, Commercial Banking, Treasury Management, International, Budget Setting, Account Management, International Sales, Compliance Oversight, Risk Management, Trade Finance, Loan Origination, Finance, Investments, Financial Risk, Commercial Lending, Financial Analysis, Cash Management, Financial Services
Education
St. Norbert College
Bachelor of Arts (BA)
University of Chicago
Doctor of Philosophy (Ph.D.)
University of Chicago
Master of Arts (M.A.)
FirstMerit Bank January 2014 - Present
J.P. Morgan 2007 - 2013
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2003 - 2004
JPMorgan Chase 1998 - 2003
JPMorgan Chase 1993 - 1998
JPMorgan Chase 1989 - 1993
JPMorgan Chase 1985 - 1989
JPMorgan Chase 1983 - 1984
Skills
Banking, Strategic Planning, Sales, Forecasting, Management, Commercial Banking, Treasury Management, International, Budget Setting, Account Management, International Sales, Compliance Oversight, Risk Management, Trade Finance, Loan Origination, Finance, Investments, Financial Risk, Commercial Lending, Financial Analysis, Cash Management, Financial Services
Education
St. Norbert College
Bachelor of Arts (BA)
University of Chicago
Doctor of Philosophy (Ph.D.)
University of Chicago
Master of Arts (M.A.)
Alexander Good Alexander Good's J.P. Morgan Experience September 2014 - Present
Job Hedge Fund Services Pricing Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan February 2012 - September 2014
Clark Consulting November 2008 - December 2011
AMC Theatres March 2004 - June 2011
St. Mary's University August 2005 - May 2008
Dave & Buster's June 2007 - January 2008
K. Hovnanian Homes June 2006 - August 2006
Skills
Bloomberg, Bloomberg Terminal, Financial Reporting, Access Management, Databases, Security Audits, Excel, PowerPoint, Word, Outlook, Customer Service, Budgeting, Microsoft Office, Teamwork, Team Building, Analysis, Financial Analysis, Research, Planning, Time Management, Access, Finance, Microsoft Excel
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration, Corporate Finance, Financial Service & Risk Management
J.P. Morgan September 2014 - Present
J.P. Morgan February 2012 - September 2014
Clark Consulting November 2008 - December 2011
AMC Theatres March 2004 - June 2011
St. Mary's University August 2005 - May 2008
Dave & Buster's June 2007 - January 2008
K. Hovnanian Homes June 2006 - August 2006
Skills
Bloomberg, Bloomberg Terminal, Financial Reporting, Access Management, Databases, Security Audits, Excel, PowerPoint, Word, Outlook, Customer Service, Budgeting, Microsoft Office, Teamwork, Team Building, Analysis, Financial Analysis, Research, Planning, Time Management, Access, Finance, Microsoft Excel
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration, Corporate Finance, Financial Service & Risk Management
Michael Hazard Michael Hazard's J.P. Morgan Experience March 1994 - June 1997
Job Director/Regional Head of Corporate Audit Services at ING
Industry Financial Services
Experience
ING October 2000 - Present
Sakura Bank July 1997 - October 2000
J.P. Morgan March 1994 - June 1997
Citibank, N.A. January 1993 - March 1994
Chemical Bank (Formerly Manufacturer's Hanover Trust) May 1988 - December 1992
Skills
Internal Audit, Risk Management, Capital Markets, Fraud Investigations
Education
St. John's University
Bachelor of Science, Accounting
ING October 2000 - Present
Sakura Bank July 1997 - October 2000
J.P. Morgan March 1994 - June 1997
Citibank, N.A. January 1993 - March 1994
Chemical Bank (Formerly Manufacturer's Hanover Trust) May 1988 - December 1992
Skills
Internal Audit, Risk Management, Capital Markets, Fraud Investigations
Education
St. John's University
Bachelor of Science, Accounting
Ben Cryts Ben Cryts's J.P. Morgan Experience December 2014 - February 2015
Job Portfolio Operations Associate at Sankaty Advisors, A Bain Capital Affiliate
Industry Financial Services
Experience
Sankaty Advisors February 2015 - Present
J.P. Morgan December 2014 - February 2015
J.P. Morgan August 2013 - December 2014
Formax August 2011 - August 2013
Skills
Typing, Excel, Customer Service, Sales, Sales Presentations, Direct Sales, Microsoft Excel, Solution Selling, mutual funds, Microsoft Office, Visual Basic, Networking, Sales Operations, Mutual Funds, Salesforce.com, New Business Development, Account Management, Social Media, Microsoft Word, Research, Marketing, Public Speaking
Education
St. Lawrence University 2007 — 2011
Bachelor of Arts, Economics
Pinkerton Academy 2003 — 2007
Diploma
Sankaty Advisors February 2015 - Present
J.P. Morgan December 2014 - February 2015
J.P. Morgan August 2013 - December 2014
Formax August 2011 - August 2013
Skills
Typing, Excel, Customer Service, Sales, Sales Presentations, Direct Sales, Microsoft Excel, Solution Selling, mutual funds, Microsoft Office, Visual Basic, Networking, Sales Operations, Mutual Funds, Salesforce.com, New Business Development, Account Management, Social Media, Microsoft Word, Research, Marketing, Public Speaking
Education
St. Lawrence University 2007 — 2011
Bachelor of Arts, Economics
Pinkerton Academy 2003 — 2007
Diploma
Roger C. Ordonez Roger C. Ordonez's J.P. Morgan Experience August 2013 - January 2014
Job Pricing Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan August 2013 - January 2014
J.P. Morgan August 2011 - August 2013
JPMorgan Chase June 2005 - August 2011
Skills
Bloomberg, Alternative Investments, Private Equity, Fund Administration, Branch Operation, Asset Management, Investments, Financial Services, Portfolio Management, Private Banking, Hedge Funds, Fund Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Middle Office, Securities, Bloomberg Terminal, Internal Controls, Cash Management, US GAAP, Wealth Management, Financial Statements, Finance, Fund Of Funds, Accounting, General Ledger, FINRA, Series 63, Series 7
Education
Saint John's University 2007 — 2011
Bachelor of Science (BS), Finance
St. John's University
Bachelor of Science, Finance, General
J.P. Morgan August 2013 - January 2014
J.P. Morgan August 2011 - August 2013
JPMorgan Chase June 2005 - August 2011
Skills
Bloomberg, Alternative Investments, Private Equity, Fund Administration, Branch Operation, Asset Management, Investments, Financial Services, Portfolio Management, Private Banking, Hedge Funds, Fund Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Middle Office, Securities, Bloomberg Terminal, Internal Controls, Cash Management, US GAAP, Wealth Management, Financial Statements, Finance, Fund Of Funds, Accounting, General Ledger, FINRA, Series 63, Series 7
Education
Saint John's University 2007 — 2011
Bachelor of Science (BS), Finance
St. John's University
Bachelor of Science, Finance, General
Keeley Kuperus's J.P. Morgan Experience March 2015 - Present
Job VP Global Wealth Management KYC at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2015 - Present
JPMorgan Chase February 2013 - Present
US Special Operations Command September 2011 - February 2013
Joint Warfare Analysis Center June 2008 - September 2011
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Analyst Notebook, DoD, Management, Analysis
Education
The College of William and Mary 2006 — 2008
Bachelor of Arts (B.A.), Political Science and Government
St. Lawrence University 2004 — 2006
J.P. Morgan March 2015 - Present
JPMorgan Chase February 2013 - Present
US Special Operations Command September 2011 - February 2013
Joint Warfare Analysis Center June 2008 - September 2011
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Analyst Notebook, DoD, Management, Analysis
Education
The College of William and Mary 2006 — 2008
Bachelor of Arts (B.A.), Political Science and Government
St. Lawrence University 2004 — 2006
Scott Zegers Scott Zegers's J.P. Morgan Experience October 2013 - Present
Job CFO / Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan May 2007 - Present
Calamos Investments July 2004 - May 2007
Education
St. Norbert College 1999 — 2003
Bachelor of Arts (BA), Economics
J.P. Morgan October 2013 - Present
J.P. Morgan May 2007 - Present
Calamos Investments July 2004 - May 2007
Education
St. Norbert College 1999 — 2003
Bachelor of Arts (BA), Economics
Keith D. Cornelius Keith D. Cornelius's J.P. Morgan Experience January 2008 - March 2014
Job Regional Underwriting Manager, Operations Manager, Assistant Operations Mgr., Quality Control Sr. Underwriter
Industry Financial Services
Experience
Clayton March 2014 - Present
J.P. Morgan January 2008 - March 2014
Trinity Coastal Mortgage January 2005 - January 2008
Fremont Investment and Loan January 2002 - January 2005
Bank Atlantic January 1999 - January 2001
Skills
Mortgage Underwriting, Mortgage Lending, Leadership, Problem Management, Due Diligence, Risk Management, Positive Can-do Attitude, Funding, Quality Control, Portfolio Management, Operations Management, Vice President, Underwriting Manager, Multi Tasking, Compliance, Mortgage Banking, Auditing
Education
St. Petersburg College
Univerity of South Florida
Clayton March 2014 - Present
J.P. Morgan January 2008 - March 2014
Trinity Coastal Mortgage January 2005 - January 2008
Fremont Investment and Loan January 2002 - January 2005
Bank Atlantic January 1999 - January 2001
Skills
Mortgage Underwriting, Mortgage Lending, Leadership, Problem Management, Due Diligence, Risk Management, Positive Can-do Attitude, Funding, Quality Control, Portfolio Management, Operations Management, Vice President, Underwriting Manager, Multi Tasking, Compliance, Mortgage Banking, Auditing
Education
St. Petersburg College
Univerity of South Florida
Gerardo Schwebel Gerardo Schwebel's J.P. Morgan Experience August 2005 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2005 - Present
Nolan Catholic High School August 2001 - August 2005
Skills
VBA, Sybase, Microsoft SQL Server, Crystal Reports, Microsoft Office, .NET, Certified Scrum Master..., Agile & Waterfall..., Access Database, Desktop Application..., Agile Application..., SQL DB2, Visual Basic 5.0/6.0, Monarch Pro, Foxtrot
Education
St. Mary's University 1996 — 2001
Bachelor of Science (B.S.), Computer Engineering
J.P. Morgan August 2005 - Present
Nolan Catholic High School August 2001 - August 2005
Skills
VBA, Sybase, Microsoft SQL Server, Crystal Reports, Microsoft Office, .NET, Certified Scrum Master..., Agile & Waterfall..., Access Database, Desktop Application..., Agile Application..., SQL DB2, Visual Basic 5.0/6.0, Monarch Pro, Foxtrot
Education
St. Mary's University 1996 — 2001
Bachelor of Science (B.S.), Computer Engineering
Claudia Bain Claudia Bain's J.P. Morgan Experience August 1976 - March 2001
Job NOTARY SIGNING AGENT at CLAUDIA BAIN NOTARY
Industry Real Estate
Experience
claudia bain Notary Signing Agent June 2005 - Present
CLAUDIA BAIN NOTARY June 2005 - Present
J.P. Morgan August 1976 - March 2001
Council of Voluntary Child Caring Agencies April 1973 - July 1976
Skills
Microsoft Office 2007, Excel, Tax Preparation, Notary Public, Bookkeeping, Accounts Payable, Real Estate, Administrative Support, Data Entry, Payroll, Outlook, Word
Education
St. Joseph Convent High 1952 — 1957
High school Grad
St. Francis College
no degree
claudia bain Notary Signing Agent June 2005 - Present
CLAUDIA BAIN NOTARY June 2005 - Present
J.P. Morgan August 1976 - March 2001
Council of Voluntary Child Caring Agencies April 1973 - July 1976
Skills
Microsoft Office 2007, Excel, Tax Preparation, Notary Public, Bookkeeping, Accounts Payable, Real Estate, Administrative Support, Data Entry, Payroll, Outlook, Word
Education
St. Joseph Convent High 1952 — 1957
High school Grad
St. Francis College
no degree
Natasha Bien-Aime, PMP Natasha Bien-Aime, PMP's J.P. Morgan Experience April 2014 - Present
Job VP, Strategy & Development at JPMorganChase
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Navigant January 2013 - April 2014
Zurich Financial Services July 2011 - January 2013
Zurich Financial Services September 2009 - July 2011
ACE Group June 2005 - September 2009
Skills
Operational Risk, Risk Management, Project Management, Risk Assessment, Operational Excellence, Process Improvement, Compliance, Insurance, Auditing, Management, Financial Risk, Change Management, Financial Analysis, Operations Management, Professional Liability, Business Development, Underwriting, Training, Enterprise Risk..., Regulatory Analysis, Business Process..., Analysis, Strategy, Governance, Business Strategy, Internal Audit, Strategic Planning, Financial Services, Finance, Business Analysis
Education
Saint John's University
BA, Economics
Saint John's University - Peter J. Tobin College of Business
MBA, Risk Management
J.P. Morgan April 2014 - Present
Navigant January 2013 - April 2014
Zurich Financial Services July 2011 - January 2013
Zurich Financial Services September 2009 - July 2011
ACE Group June 2005 - September 2009
Skills
Operational Risk, Risk Management, Project Management, Risk Assessment, Operational Excellence, Process Improvement, Compliance, Insurance, Auditing, Management, Financial Risk, Change Management, Financial Analysis, Operations Management, Professional Liability, Business Development, Underwriting, Training, Enterprise Risk..., Regulatory Analysis, Business Process..., Analysis, Strategy, Governance, Business Strategy, Internal Audit, Strategic Planning, Financial Services, Finance, Business Analysis
Education
Saint John's University
BA, Economics
Saint John's University - Peter J. Tobin College of Business
MBA, Risk Management
Daniel Rago Daniel Rago's J.P. Morgan Experience November 2012 - Present
Job VP, Manager Discount Programs at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2012 - Present
J.P. Morgan February 2010 - October 2012
Coatar & Associates, Inc. October 2007 - January 2010
Glass Station, Inc. July 2004 - September 2007
Northern Trust Corporation June 2001 - June 2004
Northern Trust Corporation January 1998 - May 2001
Northern Trust Corporation June 1996 - December 1997
Northern Trust Corporation March 1994 - May 1996
Skills
Equities, Banking, Financial Services, Financial Modeling, Business Analysis, Valuation, Vendor Management, Investments, Financial Analysis, Program Management
Education
St. Norbert College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan November 2012 - Present
J.P. Morgan February 2010 - October 2012
Coatar & Associates, Inc. October 2007 - January 2010
Glass Station, Inc. July 2004 - September 2007
Northern Trust Corporation June 2001 - June 2004
Northern Trust Corporation January 1998 - May 2001
Northern Trust Corporation June 1996 - December 1997
Northern Trust Corporation March 1994 - May 1996
Skills
Equities, Banking, Financial Services, Financial Modeling, Business Analysis, Valuation, Vendor Management, Investments, Financial Analysis, Program Management
Education
St. Norbert College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Melvin Baker Melvin Baker's J.P. Morgan Experience March 2011 - Present
Job Auto Collector III at J.P. Morgan
Industry Retail
Experience
J.P. Morgan March 2011 - Present
HSBC November 2007 - January 2011
Skills
Entrepreneurship, Communication, Data Analysis, Mortgage Banking, Risk Management, Banking, Analysis, Customer Service, Operational Risk..., Credit Risk, Negotiation, Credit
Education
St. Petersburg College 2014 — 2016
Bachelor's Degree, Business Administration w/ concentration in Banking
University of Phoenix 2008 — 2011
Associate's Degree, Psychology
J.P. Morgan March 2011 - Present
HSBC November 2007 - January 2011
Skills
Entrepreneurship, Communication, Data Analysis, Mortgage Banking, Risk Management, Banking, Analysis, Customer Service, Operational Risk..., Credit Risk, Negotiation, Credit
Education
St. Petersburg College 2014 — 2016
Bachelor's Degree, Business Administration w/ concentration in Banking
University of Phoenix 2008 — 2011
Associate's Degree, Psychology
Aaron Vasquez Aaron Vasquez's J.P. Morgan Experience June 2010 - August 2010
Job Software Engineer at Google
Industry Internet
Experience
Maki Fund August 2012 - July 2014
acquaintable May 2012 - July 2012
J.P. Morgan June 2010 - August 2010
Northwestern Mutual September 2009 - December 2009
Titan Capital June 2009 - August 2009
Skills
jQuery, Financial Modeling, Corporate Finance, Investments, Finance, Analysis, User Experience, Venture Capital, Financial Services, Financial Analysis, Valuation, Investment Banking, Bloomberg, Equities, Private Equity, iOS, Objective-C, Software Engineering, Ruby on Rails, JavaScript
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Computer Science & Finance
Stanford University 2011 — 2011
Computer Science
Maki Fund August 2012 - July 2014
acquaintable May 2012 - July 2012
J.P. Morgan June 2010 - August 2010
Northwestern Mutual September 2009 - December 2009
Titan Capital June 2009 - August 2009
Skills
jQuery, Financial Modeling, Corporate Finance, Investments, Finance, Analysis, User Experience, Venture Capital, Financial Services, Financial Analysis, Valuation, Investment Banking, Bloomberg, Equities, Private Equity, iOS, Objective-C, Software Engineering, Ruby on Rails, JavaScript
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Computer Science & Finance
Stanford University 2011 — 2011
Computer Science
Jason Kyle Jason Kyle's J.P. Morgan Experience September 2012 - Present
Job Estate Officer at JPMorgan Chase & Co.
Industry Legal Services
Experience
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan September 2012 - Present
Kyle & Associates, P.C. August 2003 - September 2012
City of Midlothian 2010 - 2012
New York Life Insurance Company July 2000 - August 2003
New York Life Insurance Company 2000 - 2003
Skills
Business Planning, Tax, Risk Management, Life Insurance, Investments, Strategic Financial..., Retirement Planning, Disability Insurance, Financial Planners, Estate Planning, Insurance, Retirement
Education
SMU Dedman School of Law 2000 — 2002
LL.M, Taxation
St. Mary's University School of Law 1996 — 1999
JD, Law
Texas A&M University-Commerce 1992 — 1996
BS, Political Science
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan September 2012 - Present
Kyle & Associates, P.C. August 2003 - September 2012
City of Midlothian 2010 - 2012
New York Life Insurance Company July 2000 - August 2003
New York Life Insurance Company 2000 - 2003
Skills
Business Planning, Tax, Risk Management, Life Insurance, Investments, Strategic Financial..., Retirement Planning, Disability Insurance, Financial Planners, Estate Planning, Insurance, Retirement
Education
SMU Dedman School of Law 2000 — 2002
LL.M, Taxation
St. Mary's University School of Law 1996 — 1999
JD, Law
Texas A&M University-Commerce 1992 — 1996
BS, Political Science
Alicia Alvelo Alicia Alvelo's J.P. Morgan Experience July 2014 - Present
Job Senior Compliance Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Cravath, Swaine & Moore LLP August 2012 - June 2014
Skills
Microsoft Word, Microsoft Office, Legal Writing, Legal Research, PowerPoint, Litigation, Lexis, Westlaw, Mediation
Education
St. John's University School of Law 2009 — 2012
St. John's University 2004 — 2008
Bachelor of Arts (B.A.), Italian
J.P. Morgan July 2014 - Present
Cravath, Swaine & Moore LLP August 2012 - June 2014
Skills
Microsoft Word, Microsoft Office, Legal Writing, Legal Research, PowerPoint, Litigation, Lexis, Westlaw, Mediation
Education
St. John's University School of Law 2009 — 2012
St. John's University 2004 — 2008
Bachelor of Arts (B.A.), Italian
Matthew Sisneros Matthew Sisneros's J.P. Morgan Experience August 2012 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking, Financial Modeling, PowerPoint, Capital Markets, Microsoft Word, Sales, Equities, Finance, Bloomberg, Investments
Education
St. Mary's University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking, Financial Modeling, PowerPoint, Capital Markets, Microsoft Word, Sales, Equities, Finance, Bloomberg, Investments
Education
St. Mary's University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Erin Parker's J.P. Morgan Experience June 2010 - August 2010
Job Founder at Spitfire Athlete
Industry Internet
Experience
Spitfire Athlete August 2012 - Present
Hyperink August 2011 - December 2011
27Bards January 2011 - August 2011
Gumball Capital October 2008 - September 2010
Stanford Finance September 2008 - September 2010
Stanford Blyth Fund January 2008 - September 2010
J.P. Morgan June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
UBS Wealth Management October 2008 - March 2009
The Doctors Company June 2007 - August 2007
Skills
Entrepreneurship, Team Leadership, Product Development, Customer Acquisition, Start-up Operations, Start-ups, Valuation, Financial Modeling, User Experience, Ruby on Rails, iOS development, JavaScript, Private Equity, Investment Banking, iOS Development, Analysis, Mergers & Acquisitions, Venture Capital
Education
Stanford University 2007 — 2011
BA
Vanden High School 2004 — 2007
Spitfire Athlete August 2012 - Present
Hyperink August 2011 - December 2011
27Bards January 2011 - August 2011
Gumball Capital October 2008 - September 2010
Stanford Finance September 2008 - September 2010
Stanford Blyth Fund January 2008 - September 2010
J.P. Morgan June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
UBS Wealth Management October 2008 - March 2009
The Doctors Company June 2007 - August 2007
Skills
Entrepreneurship, Team Leadership, Product Development, Customer Acquisition, Start-up Operations, Start-ups, Valuation, Financial Modeling, User Experience, Ruby on Rails, iOS development, JavaScript, Private Equity, Investment Banking, iOS Development, Analysis, Mergers & Acquisitions, Venture Capital
Education
Stanford University 2007 — 2011
BA
Vanden High School 2004 — 2007
Luis Cheng-Guajardo Luis Cheng-Guajardo's J.P. Morgan Experience July 2003 - July 2006
Job Lecturer
Industry Higher Education
Experience
Santa Clara University June 2013 - Present
Stanford University August 2011 - June 2012
J.P. Morgan July 2003 - July 2006
J.P. Morgan May 2002 - June 2003
Skills
Teaching, University Teaching, Ethics, Philosophy of Mind, Economics, Financial Analysis, Public Speaking, Writing, Policy Analysis, Conflict Management, Philosophy, College Teaching, Reasoning, Business Ethics, Lecturing, Technical Writing, Proposal Writing, Political Philosophy, Bioethics, Seminar Presentations, Seminar Speaker, Financial Economics
Education
Stanford University 2006 — 2013
Doctor of Philosophy (PhD), Philosophy
University College London, U. of London 2004 — 2005
M.A., Philosophy
The University of Texas at Austin 1998 — 2001
B.A., Economics
Santa Clara University June 2013 - Present
Stanford University August 2011 - June 2012
J.P. Morgan July 2003 - July 2006
J.P. Morgan May 2002 - June 2003
Skills
Teaching, University Teaching, Ethics, Philosophy of Mind, Economics, Financial Analysis, Public Speaking, Writing, Policy Analysis, Conflict Management, Philosophy, College Teaching, Reasoning, Business Ethics, Lecturing, Technical Writing, Proposal Writing, Political Philosophy, Bioethics, Seminar Presentations, Seminar Speaker, Financial Economics
Education
Stanford University 2006 — 2013
Doctor of Philosophy (PhD), Philosophy
University College London, U. of London 2004 — 2005
M.A., Philosophy
The University of Texas at Austin 1998 — 2001
B.A., Economics
Seloie McLeish's J.P. Morgan Experience March 2008 - April 2011
Job Prime Brokerage Onboarding
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch November 2013 - June 2015
UBS AG April 2011 - October 2013
J.P. Morgan March 2008 - April 2011
J.P. Morgan July 2006 - March 2008
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Bloomberg, Financial Markets, Trading Systems, Structured Products, Options, Equity Derivatives, Credit Derivatives, Swaps, Relationship Management, Commodity, Middle Office
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Merrill Lynch July 2015 - Present
Merrill Lynch November 2013 - June 2015
UBS AG April 2011 - October 2013
J.P. Morgan March 2008 - April 2011
J.P. Morgan July 2006 - March 2008
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Bloomberg, Financial Markets, Trading Systems, Structured Products, Options, Equity Derivatives, Credit Derivatives, Swaps, Relationship Management, Commodity, Middle Office
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Carly Levin Carly Levin's J.P. Morgan Experience January 2015 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - January 2015
tapviva January 2011 - June 2011
LP Corporate Ventures May 2010 - January 2011
JP Morgan 2007 - 2009
Haus Mitteleuropa September 2006 - June 2007
Stanford Center for Language and Information May 2005 - August 2005
Education
Stanford University 2003 — 2007
BA, International Relations
The Park School
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - January 2015
tapviva January 2011 - June 2011
LP Corporate Ventures May 2010 - January 2011
JP Morgan 2007 - 2009
Haus Mitteleuropa September 2006 - June 2007
Stanford Center for Language and Information May 2005 - August 2005
Education
Stanford University 2003 — 2007
BA, International Relations
The Park School
Mark Buelow, CPA's J.P. Morgan Experience June 2015 - Present
Job Financial Manager at J.P. Morgan Asset Management
Industry Accounting
Experience
J.P. Morgan June 2015 - Present
Acadia Realty Trust August 2012 - June 2015
Brookdale Senior Living May 2011 - August 2012
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan June 2015 - Present
Acadia Realty Trust August 2012 - June 2015
Brookdale Senior Living May 2011 - August 2012
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Abiola Ayinde Abiola Ayinde's J.P. Morgan Experience May 2014 - Present
Job Business Intelligence and Analytics at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Goldman Sachs February 2013 - May 2014
JPMorgan Chase April 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - January 2012
Project REAP September 2011 - December 2011
CB Richard Ellis January 2011 - August 2011
St. John's University Information Technology August 2009 - September 2010
St. John's University Global Microloan Program November 2009 - May 2010
St. John's University Federal Reserve Challenge September 2007 - November 2009
Hercules Realty Group June 2009 - August 2009
Skills
Financial Modeling, Finance, Analysis, Valuation, Microsoft Excel, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Investments, Management, Due Diligence, Financial Analysis, Access, Bloomberg, Salesforce.com, Economics, PowerPoint, Entrepreneurship, Management Consulting, Project Planning, Strategic Financial..., Analytics, Business Objects, Project Management, MIS, Financial Statement..., Business Strategy, CRM, Data Analysis, R, Tableau
Education
Saint John's University 2006 — 2010
Degree: Bachelor of Science, Finance
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
J.P. Morgan May 2014 - Present
Goldman Sachs February 2013 - May 2014
JPMorgan Chase April 2012 - January 2013
Morgan Stanley Smith Barney July 2011 - January 2012
Project REAP September 2011 - December 2011
CB Richard Ellis January 2011 - August 2011
St. John's University Information Technology August 2009 - September 2010
St. John's University Global Microloan Program November 2009 - May 2010
St. John's University Federal Reserve Challenge September 2007 - November 2009
Hercules Realty Group June 2009 - August 2009
Skills
Financial Modeling, Finance, Analysis, Valuation, Microsoft Excel, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Investments, Management, Due Diligence, Financial Analysis, Access, Bloomberg, Salesforce.com, Economics, PowerPoint, Entrepreneurship, Management Consulting, Project Planning, Strategic Financial..., Analytics, Business Objects, Project Management, MIS, Financial Statement..., Business Strategy, CRM, Data Analysis, R, Tableau
Education
Saint John's University 2006 — 2010
Degree: Bachelor of Science, Finance
St. John's University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Jordan Gottlieb Jordan Gottlieb's J.P. Morgan Experience July 2013 - Present
Job Financial Advisor at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan July 2013 - Present
Merrill Lynch June 2010 - July 2013
Skyline Developers June 2007 - February 2010
Skills
Asset Allocation, Finance, Investments, Private Equity, Securities, Investment Management, Wealth Management, Equities, Portfolio Management, Valuation
Education
St. Lawrence University 2003 — 2007
BA, Government
The Hun School of Princeton
J.P. Morgan July 2013 - Present
Merrill Lynch June 2010 - July 2013
Skyline Developers June 2007 - February 2010
Skills
Asset Allocation, Finance, Investments, Private Equity, Securities, Investment Management, Wealth Management, Equities, Portfolio Management, Valuation
Education
St. Lawrence University 2003 — 2007
BA, Government
The Hun School of Princeton
Gabriela Titolo Gabriela Titolo's J.P. Morgan Experience April 2015 - Present
Job Senior Compliance Officer
Industry Banking
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan April 2013 - March 2014
J.P. Morgan May 2010 - April 2013
JPMorgan Chase July 2009 - April 2010
JPMorgan Chase May 2008 - May 2009
JPMorgan Chase May 2007 - May 2008
JPMorgan Chase May 2006 - May 2007
JPMorgan Chase May 2005 - May 2006
Skills
Fixed Income, Bloomberg, Capital Markets, Equities, Financial Risk, Financial Services, Hedge Funds, Market Research, Portfolio Management, Risk Management, Private Banking, Series 63, Series 7, Training
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS, Marketing
J.P. Morgan April 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan April 2013 - March 2014
J.P. Morgan May 2010 - April 2013
JPMorgan Chase July 2009 - April 2010
JPMorgan Chase May 2008 - May 2009
JPMorgan Chase May 2007 - May 2008
JPMorgan Chase May 2006 - May 2007
JPMorgan Chase May 2005 - May 2006
Skills
Fixed Income, Bloomberg, Capital Markets, Equities, Financial Risk, Financial Services, Hedge Funds, Market Research, Portfolio Management, Risk Management, Private Banking, Series 63, Series 7, Training
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS, Marketing
Stephen Allerti Stephen Allerti's J.P. Morgan Experience August 2011 - Present
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase August 2011 - Present
J.P. Morgan August 2011 - Present
Shoprite August 2006 - August 2011
MR Investments May 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Analysis, New Business Development, Customer Service, Budgets, Access, Operations Management, Team Building
Education
Saint John's University 2007 — 2011
Bachelors, Finance
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
B.S, Finance
JPMorgan Chase 2014 - Present
JPMorgan Chase August 2011 - Present
J.P. Morgan August 2011 - Present
Shoprite August 2006 - August 2011
MR Investments May 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Analysis, New Business Development, Customer Service, Budgets, Access, Operations Management, Team Building
Education
Saint John's University 2007 — 2011
Bachelors, Finance
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
B.S, Finance
Ivan Herrera Ivan Herrera's J.P. Morgan Experience September 2013 - August 2014
Job Private Equity Associate at Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg September 2014 - Present
J.P. Morgan September 2013 - August 2014
J.P. Morgan June 2012 - September 2013
J.P. Morgan June 2010 - August 2010
Stanford University September 2009 - June 2010
Kawasaki Heavy Industries June 2009 - August 2009
Stanford University Biomimetics & dexterous manipulation laboratory June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Cross-border M&A, Financial Accounting, C++, Matlab, Solidworks, Java, CNC manufacturing, PHP, Mergers & Acquisitions
Education
Stanford University 2010 — 2012
Master of Science (M.S.), Management Science, 3.9
Stanford University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering, 3.9
Science Academy of South Texas
Lindsay Goldberg September 2014 - Present
J.P. Morgan September 2013 - August 2014
J.P. Morgan June 2012 - September 2013
J.P. Morgan June 2010 - August 2010
Stanford University September 2009 - June 2010
Kawasaki Heavy Industries June 2009 - August 2009
Stanford University Biomimetics & dexterous manipulation laboratory June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Cross-border M&A, Financial Accounting, C++, Matlab, Solidworks, Java, CNC manufacturing, PHP, Mergers & Acquisitions
Education
Stanford University 2010 — 2012
Master of Science (M.S.), Management Science, 3.9
Stanford University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering, 3.9
Science Academy of South Texas
Robert Guarneri Robert Guarneri's J.P. Morgan Experience January 2002 - August 2005
Job Events Services Professional
Industry Events Services
Experience
Kids 'N Shape 2005 - Present
J.P. Morgan January 2002 - August 2005
Skills
Microsoft Excel, Listener, Leadership, QuickBooks, Microsoft Word, PowerPoint, Dependable Team Player, Problem Solving
Education
Saint Joseph's College 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Kids 'N Shape 2005 - Present
J.P. Morgan January 2002 - August 2005
Skills
Microsoft Excel, Listener, Leadership, QuickBooks, Microsoft Word, PowerPoint, Dependable Team Player, Problem Solving
Education
Saint Joseph's College 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Idara Otu's J.P. Morgan Experience October 2012 - Present
Job Natural Gas Trader at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
J.P. Morgan May 2011 - November 2012
J.P. Morgan May 2010 - May 2011
Goldman Sachs July 2009 - May 2010
Stanford University 2008 - 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Equity Research, Investments, Private Equity, Bloomberg, Derivatives
Education
Stanford University 2008 — 2009
MS, Management Science & Engineering
Stanford University 2005 — 2009
BS, Science, Technology & Society - Chemistry Concentration
Middle College at Medgar Evers College Prepatory School 2003 — 2005
J.P. Morgan October 2012 - Present
J.P. Morgan May 2011 - November 2012
J.P. Morgan May 2010 - May 2011
Goldman Sachs July 2009 - May 2010
Stanford University 2008 - 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Equity Research, Investments, Private Equity, Bloomberg, Derivatives
Education
Stanford University 2008 — 2009
MS, Management Science & Engineering
Stanford University 2005 — 2009
BS, Science, Technology & Society - Chemistry Concentration
Middle College at Medgar Evers College Prepatory School 2003 — 2005
Brandon Conley Brandon Conley's J.P. Morgan Experience July 2014 - Present
Job Analyst Pricing Direct at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Jazz Foundation of America June 2012 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
J.P. Morgan June 2011 - August 2012
JP Morgan July 2010 - May 2011
Mariner Investment Advisors June 2007 - July 2010
Skills
Hedge Funds, Value Investing, Private Equity, Financial Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Banking, Derivatives, Equities, Equity Derivatives, Risk Management, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BSc), Finance
Stanford University 2007 — 2010
High School
J.P. Morgan July 2014 - Present
Jazz Foundation of America June 2012 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
J.P. Morgan June 2011 - August 2012
JP Morgan July 2010 - May 2011
Mariner Investment Advisors June 2007 - July 2010
Skills
Hedge Funds, Value Investing, Private Equity, Financial Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Banking, Derivatives, Equities, Equity Derivatives, Risk Management, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BSc), Finance
Stanford University 2007 — 2010
High School
Virginia Travers Virginia Travers's J.P. Morgan Experience 1994 - 1999
Job Certified Nurse Case Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - 2010
CNA Insurance 1999 - 2005
J.P. Morgan 1994 - 1999
Port Authority of New York and New Jersey 1992 - 1994
Continental Insurance Company 1978 - 1992
Skills
Workers Compensation, Human Resources, Healthcare, Strategic Planning, Nursing, Clinical Research
Education
St. Mary's Hospital School of Nursing 1968 — 1971
RN, Nursing
St. Francis College
BS, Health Care Management
Merrill Lynch 2005 - 2010
CNA Insurance 1999 - 2005
J.P. Morgan 1994 - 1999
Port Authority of New York and New Jersey 1992 - 1994
Continental Insurance Company 1978 - 1992
Skills
Workers Compensation, Human Resources, Healthcare, Strategic Planning, Nursing, Clinical Research
Education
St. Mary's Hospital School of Nursing 1968 — 1971
RN, Nursing
St. Francis College
BS, Health Care Management
Gregory Schron Gregory Schron's J.P. Morgan Experience July 1986 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1986 - Present
Skills
Series 7, Prime Brokerage, Middle Office, Corporate Actions, Electronic Trading, Equities, Equity Derivatives, Fixed Income, Investment Banking, Trading Systems, Market Data, Credit Derivatives
Education
St. John's University 1981 — 1985
Bachelor's of Science, Computer Science
J.P. Morgan July 1986 - Present
Skills
Series 7, Prime Brokerage, Middle Office, Corporate Actions, Electronic Trading, Equities, Equity Derivatives, Fixed Income, Investment Banking, Trading Systems, Market Data, Credit Derivatives
Education
St. John's University 1981 — 1985
Bachelor's of Science, Computer Science
Thomas (TJ) Rance Thomas (TJ) Rance's J.P. Morgan Experience July 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Royal Bank of Scotland April 2008 - June 2015
AllianceBernstein November 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
St. Lawrence University 2002 — 2006
Bachelor of Arts (B.A.), History
J.P. Morgan July 2015 - Present
Royal Bank of Scotland April 2008 - June 2015
AllianceBernstein November 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
St. Lawrence University 2002 — 2006
Bachelor of Arts (B.A.), History
Luka Raic Luka Raic's J.P. Morgan Experience September 2015 - Present
Job Business Analyst at J.P. Morgan
Industry Management Consulting
Experience
J.P. Morgan September 2015 - Present
J.P. Morgan April 2015 - July 2015
Dumont Consulting Group April 2015 - July 2015
St. Francis College September 2013 - May 2015
J.P. Morgan April 2014 - October 2014
KING ICT June 2013 - August 2013
Skills
Leadership, Operations Management, Microsoft Office, Customer Service, Social Networking, Data Analysis, Troubleshooting, Social Entrepreneurship, Sustainability, Research, Social Media Marketing, Marketing, Business Strategy, Entrepreneurship, Photoshop, HTML
Education
St. Francis College 2011 — 2015
Bachelor of Science (B.S.), Business Management and Information Technology, 3.6/4.0
J.P. Morgan September 2015 - Present
J.P. Morgan April 2015 - July 2015
Dumont Consulting Group April 2015 - July 2015
St. Francis College September 2013 - May 2015
J.P. Morgan April 2014 - October 2014
KING ICT June 2013 - August 2013
Skills
Leadership, Operations Management, Microsoft Office, Customer Service, Social Networking, Data Analysis, Troubleshooting, Social Entrepreneurship, Sustainability, Research, Social Media Marketing, Marketing, Business Strategy, Entrepreneurship, Photoshop, HTML
Education
St. Francis College 2011 — 2015
Bachelor of Science (B.S.), Business Management and Information Technology, 3.6/4.0
Bryan English Bryan English's J.P. Morgan Experience April 1993 - September 1994
Job Senior Vice President with extensive financial services experience in the commercial lending sector
Industry Financial Services
Experience
Bank of America May 2014 - April 2015
Fifth Third Bank April 2012 - October 2013
Wells Fargo Bank April 2004 - October 2011
Bank of America June 2002 - April 2004
Bank of America September 2000 - June 2002
Bank of America February 1996 - September 2000
Bank of America September 1994 - September 1996
J.P. Morgan April 1993 - September 1994
Skills
Commercial Lending, Risk Management, Customer Relations, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Credit Risk, Treasury Management, Compliance, Cross Selling, Executive Management, Customer Insight, Finance, Customer Service, Financial Analysis, Management, Loan Origination, Sales, Retail Banking, Banking, Operational Risk..., Strategic Planning, Capital Markets, Small Business, Financial Risk, Private Banking, Relationship Management, Financial Services, New Business Development, CRM, Commercial Mortgages, Cross-functional Team..., Business Development, Credit Cards, Asset Based Lending, Investments, Leadership, Loans, Underwriting, Small Business Lending
Education
St. John's University
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Bank of America May 2014 - April 2015
Fifth Third Bank April 2012 - October 2013
Wells Fargo Bank April 2004 - October 2011
Bank of America June 2002 - April 2004
Bank of America September 2000 - June 2002
Bank of America February 1996 - September 2000
Bank of America September 1994 - September 1996
J.P. Morgan April 1993 - September 1994
Skills
Commercial Lending, Risk Management, Customer Relations, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Credit Risk, Treasury Management, Compliance, Cross Selling, Executive Management, Customer Insight, Finance, Customer Service, Financial Analysis, Management, Loan Origination, Sales, Retail Banking, Banking, Operational Risk..., Strategic Planning, Capital Markets, Small Business, Financial Risk, Private Banking, Relationship Management, Financial Services, New Business Development, CRM, Commercial Mortgages, Cross-functional Team..., Business Development, Credit Cards, Asset Based Lending, Investments, Leadership, Loans, Underwriting, Small Business Lending
Education
St. John's University
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Joseph Briesemeister Joseph Briesemeister's J.P. Morgan Experience June 2015 - August 2015
Job Student at St. Olaf College
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
St. Olaf College May 2013 - May 2015
St. Olaf College September 2012 - May 2015
St. Olaf College January 2015 - March 2015
Mayo Clinic June 2014 - August 2014
City of Bloomington, MN May 2013 - September 2013
Education
St. Olaf College 2012 — 2016
Bachelor's Degree, Economics and Mathematics Double-major, Finance and Statistics concentrations, Class of 2016
J.P. Morgan June 2015 - August 2015
St. Olaf College May 2013 - May 2015
St. Olaf College September 2012 - May 2015
St. Olaf College January 2015 - March 2015
Mayo Clinic June 2014 - August 2014
City of Bloomington, MN May 2013 - September 2013
Education
St. Olaf College 2012 — 2016
Bachelor's Degree, Economics and Mathematics Double-major, Finance and Statistics concentrations, Class of 2016
William Moritz William Moritz's J.P. Morgan Experience March 2008 - June 2010
Job Finance Professional Relationship management, risk management and operational support.
Industry Financial Services
Experience
RBC Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns April 2006 - March 2008
TD Waterhouse Institutional Services June 1998 - March 2006
Skills
Series 7, Series 63, Commitment to Customer..., Dedicated Professional, Employee Training, Management, Asset Management, FINRA, Customer Service, Mutual Funds, series 9, series 10, Trading, Client Relations, Risk Management, Market Research, Team Building, Teamwork
Education
St. John's University
Bachelor of Science (BS), Finance
RBC Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns April 2006 - March 2008
TD Waterhouse Institutional Services June 1998 - March 2006
Skills
Series 7, Series 63, Commitment to Customer..., Dedicated Professional, Employee Training, Management, Asset Management, FINRA, Customer Service, Mutual Funds, series 9, series 10, Trading, Client Relations, Risk Management, Market Research, Team Building, Teamwork
Education
St. John's University
Bachelor of Science (BS), Finance
Leonardo Buttitta's J.P. Morgan Experience May 2011 - 2015
Job Premier Relationship Manager at HSBC Bank
Industry Banking
Experience
HSBC Retail Banking and Wealth Management May 2015 - Present
J.P. Morgan May 2011 - 2015
Skills
Series 63, Relationship Management, Banking, Credit
Education
St. Francis College
Bachelor's degree, Accounting and Finance
HSBC Retail Banking and Wealth Management May 2015 - Present
J.P. Morgan May 2011 - 2015
Skills
Series 63, Relationship Management, Banking, Credit
Education
St. Francis College
Bachelor's degree, Accounting and Finance
Ryan J. Young's J.P. Morgan Experience November 2014 - May 2015
Job Founder & CEO at Young Palate
Industry Management Consulting
Experience
Young Palate October 2014 - Present
J.P. Morgan November 2014 - May 2015
J.P. Morgan July 2013 - October 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan Chase August 2011 - July 2012
Sigma Phi Epsilon 2009 - 2010
Alternative Asset Investment Management September 2009 - December 2009
University of Southern California June 2009 - August 2009
City National Bank June 2008 - August 2008
Skills
Corporate Finance, Econometrics, Public Finance, Accounting, Economics, Microsoft Office, Excel, Word, Morningstar, Financial Analysis, Access, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Financial Services, Market Research, Investment Banking, Bloomberg Terminal, Risk Management, Financial Markets, Management, Analysis, Strategy, Bloomberg, Business Analysis
Education
St. John's University 2007 — 2011
Economics, Emphasis in Finance
The University of Texas at Dallas 2010 — 2010
Accelerated Summer Courses, Management Information Systems & Corporate Finance
Universidad de Salamanca 2009 — 2009
Spanish Language and Literature
Beverly Hills High School 2003 — 2007
High School
Young Palate October 2014 - Present
J.P. Morgan November 2014 - May 2015
J.P. Morgan July 2013 - October 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan Chase August 2011 - July 2012
Sigma Phi Epsilon 2009 - 2010
Alternative Asset Investment Management September 2009 - December 2009
University of Southern California June 2009 - August 2009
City National Bank June 2008 - August 2008
Skills
Corporate Finance, Econometrics, Public Finance, Accounting, Economics, Microsoft Office, Excel, Word, Morningstar, Financial Analysis, Access, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Financial Services, Market Research, Investment Banking, Bloomberg Terminal, Risk Management, Financial Markets, Management, Analysis, Strategy, Bloomberg, Business Analysis
Education
St. John's University 2007 — 2011
Economics, Emphasis in Finance
The University of Texas at Dallas 2010 — 2010
Accelerated Summer Courses, Management Information Systems & Corporate Finance
Universidad de Salamanca 2009 — 2009
Spanish Language and Literature
Beverly Hills High School 2003 — 2007
High School
Mcgillen M's J.P. Morgan Experience April 2007 - Present
Job
Industry Banking
Experience
J.P. Morgan April 2007 - Present
Education
St. Edward's University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
J.P. Morgan April 2007 - Present
Education
St. Edward's University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Henry Lippincott's J.P. Morgan Experience 1900 - 1900
Job Student at Stanford Graduate School of Business
Industry Investment Management
Experience
Ziff Brothers Investments September 2012 - December 2012
VoteBox June 2012 - November 2012
J.P. Morgan Asset Management 1900 - 1900
J.P. Morgan 1900 - 1900
Skills
Investments, Financial Modeling
Education
Stanford University 2011 — 2014
Master’s Degree
Stanford University Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2002 — 2006
Bachelor’s Degree
Ziff Brothers Investments September 2012 - December 2012
VoteBox June 2012 - November 2012
J.P. Morgan Asset Management 1900 - 1900
J.P. Morgan 1900 - 1900
Skills
Investments, Financial Modeling
Education
Stanford University 2011 — 2014
Master’s Degree
Stanford University Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2002 — 2006
Bachelor’s Degree
Ella Kim Ella Kim's J.P. Morgan Experience June 2010 - August 2010
Job Student in Computer Science, Xoogler
Industry Information Technology and Services
Experience
Trulia June 2015 - Present
Google February 2012 - May 2014
IDA 2014 - 2014
J.P. Morgan June 2010 - August 2010
Skills
Data Mining, Machine Learning, Python, Ruby on Rails, JavaScript, Product Marketing, Business Strategy, Data Analysis, Competitive Analysis, Entrepreneurship, Project Management, Quantitative Analytics, Market Research, Java, C++, C, Social Media Marketing, Marketing Strategy, Valuation, Mandarin, Financial Modeling
Education
Stanford University 2014 — 2016
Master of Science (MS), Computer Science
University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Systems Engineering, Summa Cum Laude
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance, General, Summa Cum Laude
Korean Minjok Leadership Academy
Trulia June 2015 - Present
Google February 2012 - May 2014
IDA 2014 - 2014
J.P. Morgan June 2010 - August 2010
Skills
Data Mining, Machine Learning, Python, Ruby on Rails, JavaScript, Product Marketing, Business Strategy, Data Analysis, Competitive Analysis, Entrepreneurship, Project Management, Quantitative Analytics, Market Research, Java, C++, C, Social Media Marketing, Marketing Strategy, Valuation, Mandarin, Financial Modeling
Education
Stanford University 2014 — 2016
Master of Science (MS), Computer Science
University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Systems Engineering, Summa Cum Laude
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance, General, Summa Cum Laude
Korean Minjok Leadership Academy
Daniel Rooney's J.P. Morgan Experience May 2014 - Present
Job Senior Finance Operations Associate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan July 2013 - May 2014
J.P. Morgan June 2009 - July 2013
MERRILL LYNCH & CO August 2007 - March 2009
The Garden City Group January 2006 - August 2007
Skills
Financial Analysis, Accounting, Project Management, Loans, Microsoft Office Project, Visio, Microsoft Excel, SQL, Toad
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
MBA, Accounting
University of Michigan 2001 — 2005
BA, Economics
J.P. Morgan May 2014 - Present
J.P. Morgan July 2013 - May 2014
J.P. Morgan June 2009 - July 2013
MERRILL LYNCH & CO August 2007 - March 2009
The Garden City Group January 2006 - August 2007
Skills
Financial Analysis, Accounting, Project Management, Loans, Microsoft Office Project, Visio, Microsoft Excel, SQL, Toad
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
MBA, Accounting
University of Michigan 2001 — 2005
BA, Economics
Matthew Kirschenman Matthew Kirschenman's J.P. Morgan Experience June 2012 - Present
Job Government, NotforProfit, Healthcare Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
JPMorgan Chase May 2011 - May 2012
United States Senate January 2009 - May 2009
United States Marine Corps December 2001 - December 2006
Skills
Analysis, Policy Analysis, Data Analysis, Strategic Planning, Quantitative Analytics, Econometrics, Research, Politics, Leadership, Training, Team Building, Policy, Government, Program Management, Public Policy, Credit Risk, Credit Analysis, Commercial Banking, Building Relationships, Financial Modeling, Mathematical Modeling, Military Operations, Military Experience, Veterans, Strategic Communications, Presentations, Collaboration, Public Relations, Government Relations, Financial Statement..., Public Policy Analysis
Education
The University of Chicago 2010 — 2012
Master of Public Policy
University of Chicago, Harris School of Public Policy 2010 — 2012
MPP, Masters in Public Policy
St. Cloud State University 2007 — 2010
B.A., Economics
J.P. Morgan June 2012 - Present
JPMorgan Chase May 2011 - May 2012
United States Senate January 2009 - May 2009
United States Marine Corps December 2001 - December 2006
Skills
Analysis, Policy Analysis, Data Analysis, Strategic Planning, Quantitative Analytics, Econometrics, Research, Politics, Leadership, Training, Team Building, Policy, Government, Program Management, Public Policy, Credit Risk, Credit Analysis, Commercial Banking, Building Relationships, Financial Modeling, Mathematical Modeling, Military Operations, Military Experience, Veterans, Strategic Communications, Presentations, Collaboration, Public Relations, Government Relations, Financial Statement..., Public Policy Analysis
Education
The University of Chicago 2010 — 2012
Master of Public Policy
University of Chicago, Harris School of Public Policy 2010 — 2012
MPP, Masters in Public Policy
St. Cloud State University 2007 — 2010
B.A., Economics
Marcus Carroll Marcus Carroll's J.P. Morgan Experience 1994 - 2002
Job Ecommerce Partner Business Development and Platform Integration
Industry Information Technology and Services
Experience
Partner Solutions Group 2010 - Present
First Data Corporation / BAMS 2009 - 2010
Vantiv (formerly Litle & Co. - start-up) 2004 - 2008
J.P. Morgan 1994 - 2002
Chase Paymentech (formerly DMGT) 1992 - 1994
Skills
E-commerce, Credit Cards, Strategic Partnerships, Financial Services, Payment Card Processing, Debit Cards, SaaS, Integration, Project Management, Loyalty Programs, HTML, C, JavaScript, Payment Gateways, CSS, Customer Retention, Contract Negotiation, Client Development, Affiliate Relations, Payment Processing, Business Development, Cross-functional Team..., Sales, Strategy, Leadership, Management, Product Management, Strategic Planning, Marketing
Education
University of Massachusetts Lowell
Bachelor's Degree, BS in Information Technology/Computer Science/ Web Development, GPA: 3.95
Harvard University Extension School
Graduate Management Program, Business Administration and Management
Saint Lawrence University
Partner Solutions Group 2010 - Present
First Data Corporation / BAMS 2009 - 2010
Vantiv (formerly Litle & Co. - start-up) 2004 - 2008
J.P. Morgan 1994 - 2002
Chase Paymentech (formerly DMGT) 1992 - 1994
Skills
E-commerce, Credit Cards, Strategic Partnerships, Financial Services, Payment Card Processing, Debit Cards, SaaS, Integration, Project Management, Loyalty Programs, HTML, C, JavaScript, Payment Gateways, CSS, Customer Retention, Contract Negotiation, Client Development, Affiliate Relations, Payment Processing, Business Development, Cross-functional Team..., Sales, Strategy, Leadership, Management, Product Management, Strategic Planning, Marketing
Education
University of Massachusetts Lowell
Bachelor's Degree, BS in Information Technology/Computer Science/ Web Development, GPA: 3.95
Harvard University Extension School
Graduate Management Program, Business Administration and Management
Saint Lawrence University
Seth Ford Seth Ford's J.P. Morgan Experience April 2015 - Present
Job Student of rhetoric with a career in IT
Industry Information Technology and Services
Experience
J.P. Morgan April 2015 - Present
Starbucks August 2006 - April 2015
Skills
Technical Writing, Visual Rhetoric, Digital Rhetoric, InDesign, Photoshop, Illustrator, Creative Writing, Microsoft Word, Dreamweaver, Microsoft Office, Teaching, Writing, Blogging, Social Media, Public Speaking, Communication, Editing, Photography, Critical Thinking, Social Networking, Microsoft Excel, Customer Service, Facebook, Adobe Creative Suite, PowerPoint, Marketing
Education
University of South Florida 2012 — 2014
Bachelor of Arts (B.A.), Professional Writing, Rhetoric, and Technology
St. Petersburg College 2010 — 2012
J.P. Morgan April 2015 - Present
Starbucks August 2006 - April 2015
Skills
Technical Writing, Visual Rhetoric, Digital Rhetoric, InDesign, Photoshop, Illustrator, Creative Writing, Microsoft Word, Dreamweaver, Microsoft Office, Teaching, Writing, Blogging, Social Media, Public Speaking, Communication, Editing, Photography, Critical Thinking, Social Networking, Microsoft Excel, Customer Service, Facebook, Adobe Creative Suite, PowerPoint, Marketing
Education
University of South Florida 2012 — 2014
Bachelor of Arts (B.A.), Professional Writing, Rhetoric, and Technology
St. Petersburg College 2010 — 2012
Adrianne Salvitti Adrianne Salvitti's J.P. Morgan Experience March 2008 - July 2010
Job Local Partnerships Manager at Google
Industry Online Media
Experience
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Google September 2011 - Present
BTIG LLC July 2010 - July 2011
J.P. Morgan March 2008 - July 2010
Bear Stearns December 2007 - March 2008
Gemini Fund Services July 2006 - December 2007
Education
St. Joseph's College
Bachelors, Mathematics
Nazat Dowla's J.P. Morgan Experience February 2015 - Present
Job Operations Analyst, J.P. Morgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan February 2015 - Present
Booz Allen Hamilton December 2013 - January 2015
St. Mary's College of Maryland August 2013 - May 2014
Booz Allen Hamilton June 2013 - December 2013
Skills
Previous experience..., Critical reading and..., Consolidating Bugetary..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Social Media, Windows, Team Leadership, Public Speaking, Time Management, Leadership, Economics
Education
St. Mary's College of Maryland 2012 — 2014
Bachelor's Degree, Economics, 3.73 (Cumulative GPA)
Great Mills High School 2008 — 2012
High School, (STEM) Science, Technology, Engineering, Mathematics, A
J.P. Morgan February 2015 - Present
Booz Allen Hamilton December 2013 - January 2015
St. Mary's College of Maryland August 2013 - May 2014
Booz Allen Hamilton June 2013 - December 2013
Skills
Previous experience..., Critical reading and..., Consolidating Bugetary..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Social Media, Windows, Team Leadership, Public Speaking, Time Management, Leadership, Economics
Education
St. Mary's College of Maryland 2012 — 2014
Bachelor's Degree, Economics, 3.73 (Cumulative GPA)
Great Mills High School 2008 — 2012
High School, (STEM) Science, Technology, Engineering, Mathematics, A
Brian Deshong Brian Deshong's J.P. Morgan Experience March 2008 - Present
Job Associate, Prime Brokerage at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns July 2007 - March 2008
Wall St. Training June 2006 - January 2007
HSBC January 2006 - May 2006
Skills
Prime Brokerage, Equities, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 7, Securities, Options, Financial Markets, Finance, Relationship Management, Hedging
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Finance
Monsignor Farrell High School 1998 — 2002
J.P. Morgan March 2008 - Present
Bear Stearns July 2007 - March 2008
Wall St. Training June 2006 - January 2007
HSBC January 2006 - May 2006
Skills
Prime Brokerage, Equities, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 7, Securities, Options, Financial Markets, Finance, Relationship Management, Hedging
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Finance
Monsignor Farrell High School 1998 — 2002
Amanda Zhang Amanda Zhang's J.P. Morgan Experience July 2011 - June 2012
Job Planning Manager at Birchbox
Industry Apparel & Fashion
Experience
Birchbox April 2014 - Present
Barneys New York June 2012 - April 2014
J.P. Morgan July 2011 - June 2012
HBO June 2010 - August 2010
Stanford Graduate School of Business September 2009 - June 2010
Proclivity Systems June 2009 - August 2009
The Stanford Daily Newspaper February 2009 - June 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2007 - August 2007
Skills
Social Media, Merchandise Planning, Analytics, Photoshop, Mandarin, PHP, Python, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, HTML, CSS, Java, Bloomberg, Spanish, Strategy, Consumer Marketing, Google Analytics, Merchandising, Fashion Buying, Retail Buying, Multi-channel Retail, SQL, Luxury Goods, Research, Data Analysis
Education
Stanford University 2007 — 2011
MA, BA
Trinity School 2001 — 2007
Birchbox April 2014 - Present
Barneys New York June 2012 - April 2014
J.P. Morgan July 2011 - June 2012
HBO June 2010 - August 2010
Stanford Graduate School of Business September 2009 - June 2010
Proclivity Systems June 2009 - August 2009
The Stanford Daily Newspaper February 2009 - June 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2007 - August 2007
Skills
Social Media, Merchandise Planning, Analytics, Photoshop, Mandarin, PHP, Python, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, HTML, CSS, Java, Bloomberg, Spanish, Strategy, Consumer Marketing, Google Analytics, Merchandising, Fashion Buying, Retail Buying, Multi-channel Retail, SQL, Luxury Goods, Research, Data Analysis
Education
Stanford University 2007 — 2011
MA, BA
Trinity School 2001 — 2007
Richardson Latortue's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Grodsky, Caporrino & Kaufman, LLP February 2015 - April 2015
Vincent J. Russo & Associates, P.C. October 2012 - August 2014
Group J HealthCare Financial Solutions October 2013 - May 2014
Skills
Public Speaking, Volunteering, Research, Financial Analysis, Teamwork, Medical Billing, Time Matters, Lexisnexis, Time Management, Event Planning, Social Networking
Education
St. John's University 2014 — 2017
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan June 2015 - August 2015
Grodsky, Caporrino & Kaufman, LLP February 2015 - April 2015
Vincent J. Russo & Associates, P.C. October 2012 - August 2014
Group J HealthCare Financial Solutions October 2013 - May 2014
Skills
Public Speaking, Volunteering, Research, Financial Analysis, Teamwork, Medical Billing, Time Matters, Lexisnexis, Time Management, Event Planning, Social Networking
Education
St. John's University 2014 — 2017
Bachelor of Science (BS), Accounting and Finance
Joe Chang Joe Chang's J.P. Morgan Experience June 1993 - September 1993
Job
Industry Internet
Experience
Marin Software June 2006 - December 2014
W. P. Carey Inc. February 2004 - June 2006
Mercer December 2001 - February 2004
Kmart Corporation April 2000 - July 2001
Trilogy Software March 1998 - October 1999
J.Crew June 1996 - February 1998
Morgan Stanley June 1997 - September 1997
Stanford University School of Medicine September 1995 - June 1996
J.P. Morgan June 1993 - September 1993
Education
Stanford University 1993 — 1997
BS
Stuyvesant High School 1989 — 1993
Marin Software June 2006 - December 2014
W. P. Carey Inc. February 2004 - June 2006
Mercer December 2001 - February 2004
Kmart Corporation April 2000 - July 2001
Trilogy Software March 1998 - October 1999
J.Crew June 1996 - February 1998
Morgan Stanley June 1997 - September 1997
Stanford University School of Medicine September 1995 - June 1996
J.P. Morgan June 1993 - September 1993
Education
Stanford University 1993 — 1997
BS
Stuyvesant High School 1989 — 1993
Sarah Veit Wallis's J.P. Morgan Experience 1998 - 1998
Job VP/GM, ivivva at lululemon athletica
Industry Retail
Experience
lululemon athletica July 2014 - Present
Indochino February 2013 - May 2014
Bare Escentuals May 2010 - December 2012
Bare Escentuals March 2008 - May 2010
Bare Escentuals March 2006 - March 2008
Gymboree Corp September 2003 - March 2006
eKnitting.com 1999 - 2003
J.P. Morgan 1998 - 1998
MNI Interactive/MusicNet 1996 - 1997
The Boston Consulting Group 1994 - 1996
Skills
E-commerce, Product Marketing, Brand Development, Online Marketing, Email Marketing, Direct Marketing, Customer Service, Team Leadership, Multi-channel Marketing, Marketing, CRM, Management, Customer Acquisition, Retail
Education
Stanford University
Bachelor's degree, Quantitative Economics
Stanford University Graduate School of Business
Master of Business Administration (MBA)
lululemon athletica July 2014 - Present
Indochino February 2013 - May 2014
Bare Escentuals May 2010 - December 2012
Bare Escentuals March 2008 - May 2010
Bare Escentuals March 2006 - March 2008
Gymboree Corp September 2003 - March 2006
eKnitting.com 1999 - 2003
J.P. Morgan 1998 - 1998
MNI Interactive/MusicNet 1996 - 1997
The Boston Consulting Group 1994 - 1996
Skills
E-commerce, Product Marketing, Brand Development, Online Marketing, Email Marketing, Direct Marketing, Customer Service, Team Leadership, Multi-channel Marketing, Marketing, CRM, Management, Customer Acquisition, Retail
Education
Stanford University
Bachelor's degree, Quantitative Economics
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Benjamin Richardson's J.P. Morgan Experience January 2013 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan January 2013 - Present
Skills
Financial Modeling, Equity Research, Investment Banking, Investments, Due Diligence, Bloomberg, Valuation, Equities, Private Equity, Hedge Funds, Fixed Income, Capital Markets, Corporate Finance, Venture Capital, Strategy, Biotechnology, Financial Analysis, Portfolio Management, Asset Managment, Mergers, Series 7, Securities, Corporate Development, Analysis, Alternative Investments, Emerging Markets, Market Research, Asset Management, Mergers
Education
Foothill High School 1993 — 1995
Stanford University 1995 — 1999
BS
University of California, Davis 2000 — 2003
MS
University of Virginia 1997 — 1998
J.P. Morgan January 2013 - Present
Skills
Financial Modeling, Equity Research, Investment Banking, Investments, Due Diligence, Bloomberg, Valuation, Equities, Private Equity, Hedge Funds, Fixed Income, Capital Markets, Corporate Finance, Venture Capital, Strategy, Biotechnology, Financial Analysis, Portfolio Management, Asset Managment, Mergers, Series 7, Securities, Corporate Development, Analysis, Alternative Investments, Emerging Markets, Market Research, Asset Management, Mergers
Education
Foothill High School 1993 — 1995
Stanford University 1995 — 1999
BS
University of California, Davis 2000 — 2003
MS
University of Virginia 1997 — 1998
Frank Arellano's J.P. Morgan Experience May 2013 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan July 2012 - April 2013
JPMorgan Chase Bank NA, Investment Bank, Singapore July 2007 - July 2012
J.P. Morgan January 2005 - June 2007
IBM July 2003 - December 2004
JPMorgan Chase Bank June 2002 - June 2003
Chase Manhattan Bank July 1999 - May 2002
Skills
Management, Investment Banking, Incident Management, Banking, Risk Management, Vendor Management, IT Strategy, Change Management, SDLC, Governance, Leadership, Infrastructure, Unix, Business Process..., Software Development, Technical Support, Business Analysis, Crisis Management, Business Continuity, Project Management, Creative Problem Solving, Problem Management, Service Delivery..., Disaster Recovery, IT Management, PMO, Project Delivery, Project Portfolio..., Problem Solving, Credit Derivatives, Trading Systems
Education
State University of New York at Stony Brook 1992 — 1995
English/Economics
St. John's University 1991 — 1992
Accounting and Finance
J.P. Morgan May 2013 - Present
J.P. Morgan July 2012 - April 2013
JPMorgan Chase Bank NA, Investment Bank, Singapore July 2007 - July 2012
J.P. Morgan January 2005 - June 2007
IBM July 2003 - December 2004
JPMorgan Chase Bank June 2002 - June 2003
Chase Manhattan Bank July 1999 - May 2002
Skills
Management, Investment Banking, Incident Management, Banking, Risk Management, Vendor Management, IT Strategy, Change Management, SDLC, Governance, Leadership, Infrastructure, Unix, Business Process..., Software Development, Technical Support, Business Analysis, Crisis Management, Business Continuity, Project Management, Creative Problem Solving, Problem Management, Service Delivery..., Disaster Recovery, IT Management, PMO, Project Delivery, Project Portfolio..., Problem Solving, Credit Derivatives, Trading Systems
Education
State University of New York at Stony Brook 1992 — 1995
English/Economics
St. John's University 1991 — 1992
Accounting and Finance
Melvin Basha's J.P. Morgan Experience February 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan August 2011 - Present
J.P. Morgan April 2007 - September 2011
Citigroup Inc April 2005 - April 2007
Smith Barney April 2004 - April 2005
Skills
Fixed Income, Derivatives, Investment Banking, Finance, Capital Markets, Equities, Portfolio Management, Trading, Bloomberg, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business
B.S, Finance
J.P. Morgan February 2015 - Present
J.P. Morgan August 2011 - Present
J.P. Morgan April 2007 - September 2011
Citigroup Inc April 2005 - April 2007
Smith Barney April 2004 - April 2005
Skills
Fixed Income, Derivatives, Investment Banking, Finance, Capital Markets, Equities, Portfolio Management, Trading, Bloomberg, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business
B.S, Finance
Oswald Calvario's J.P. Morgan Experience June 2009 - October 2011
Job Chief Financial Officer at PocketGM
Industry Sports
Experience
PocketGM March 2015 - Present
Seven Mile Capital Partners October 2011 - February 2015
J.P. Morgan June 2009 - October 2011
Skills
Financial Modeling, Due Diligence, Valuation, Financial Structuring, Buyouts, Venture Capital, Industrial Sector, Energy, Technology
Education
Stanford University 2005 — 2009
B.A., Economics
Bergen Catholic High School 2001 — 2005
PocketGM March 2015 - Present
Seven Mile Capital Partners October 2011 - February 2015
J.P. Morgan June 2009 - October 2011
Skills
Financial Modeling, Due Diligence, Valuation, Financial Structuring, Buyouts, Venture Capital, Industrial Sector, Energy, Technology
Education
Stanford University 2005 — 2009
B.A., Economics
Bergen Catholic High School 2001 — 2005
Heather Frisina's J.P. Morgan Experience 2007 - August 2013
Job DTCC
Industry Financial Services
Experience
Depository Trust & Clearing Corporation August 2013 - Present
J.P. Morgan 2007 - August 2013
JPMorgan Chase July 2005 - February 2008
Education
St. Mary's University 1996 — 2000
BBA, International Business
Depository Trust & Clearing Corporation August 2013 - Present
J.P. Morgan 2007 - August 2013
JPMorgan Chase July 2005 - February 2008
Education
St. Mary's University 1996 — 2000
BBA, International Business
Paul Fabiszewski's J.P. Morgan Experience November 2010 - July 2014
Job AML Compliance Analyst at Citigroup Inc., Financial Intelligence Unit
Industry Financial Services
Experience
Citigroup Inc., Financial Intelligence Unit April 2015 - Present
J.P. Morgan November 2010 - July 2014
Merrill Lynch February 2007 - November 2010
Morgan Stanley 2003 - 2007
Skills
Securities, Investments, Asset Allocation, Finance, Series 7, Series 63, Equities, Wealth Management, Mortgage Lending, Mutual Funds, Financial Services, Retirement Planning, Portfolio Management, Fixed Income, Capital Markets, Life & Health Insurance..., Asset Management, FINRA, Microsoft Office, LexisNexis, Anti Money Laundering, OFAC, Factiva, Legal Compliance, KYC, Due Diligence, Bank Secrecy Act
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2014
Doctor of Law (J.D.)
St. John's University
BS, Business Management
Chaminade High School
Citigroup Inc., Financial Intelligence Unit April 2015 - Present
J.P. Morgan November 2010 - July 2014
Merrill Lynch February 2007 - November 2010
Morgan Stanley 2003 - 2007
Skills
Securities, Investments, Asset Allocation, Finance, Series 7, Series 63, Equities, Wealth Management, Mortgage Lending, Mutual Funds, Financial Services, Retirement Planning, Portfolio Management, Fixed Income, Capital Markets, Life & Health Insurance..., Asset Management, FINRA, Microsoft Office, LexisNexis, Anti Money Laundering, OFAC, Factiva, Legal Compliance, KYC, Due Diligence, Bank Secrecy Act
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2014
Doctor of Law (J.D.)
St. John's University
BS, Business Management
Chaminade High School
Christopher Kovalchick's J.P. Morgan Experience September 2015 - Present
Job IB Treasury Control at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2010 - July 2013
J.P. Morgan March 2007 - June 2010
J.P. Morgan July 2006 - March 2007
J.P. Morgan September 2004 - July 2006
Skills
Derivatives, Management, Credit Derivatives, Fixed Income, Equities, Capital Markets, Bloomberg, Investment Banking, Trading, Risk Management, Trading Systems, Financial Analysis, Hedge Funds, Portfolio Management
Education
St. Francis College 2000 — 2004
Bachelor's Degree, Business Management and Finance
J.P. Morgan September 2015 - Present
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2010 - July 2013
J.P. Morgan March 2007 - June 2010
J.P. Morgan July 2006 - March 2007
J.P. Morgan September 2004 - July 2006
Skills
Derivatives, Management, Credit Derivatives, Fixed Income, Equities, Capital Markets, Bloomberg, Investment Banking, Trading, Risk Management, Trading Systems, Financial Analysis, Hedge Funds, Portfolio Management
Education
St. Francis College 2000 — 2004
Bachelor's Degree, Business Management and Finance
Gina Vinci's J.P. Morgan Experience June 2011 - Present
Job Associate, Global Wealth Management at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
JP Morgan January 2010 - June 2011
JPMorgan Chase April 2009 - January 2010
JPMorgan Chase July 2008 - April 2009
Skills
Bloomberg, Fixed Income, Investments, Strategy, Wealth Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
J.P. Morgan June 2011 - Present
JP Morgan January 2010 - June 2011
JPMorgan Chase April 2009 - January 2010
JPMorgan Chase July 2008 - April 2009
Skills
Bloomberg, Fixed Income, Investments, Strategy, Wealth Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Fereshtah Thornberg's J.P. Morgan Experience 2000 - 2009
Job Senior Vice President, State Street Corporation
Industry Financial Services
Experience
State Street October 2014 - Present
JPMorgan June 2011 - July 2014
HSBC 2009 - 2011
J.P. Morgan 2000 - 2009
Deutsche Bank 1998 - 2000
DZ Bank 1997 - 1998
Skills
Fixed Income, Banking, Financial Institutions, Market Risk, Investments, Derivatives, Asset Managment, Capital Markets, Equities, Foreign Exchange, Investment Banking, Corporate Law, Asset Management, Hedge Funds, Insurance, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
State Street October 2014 - Present
JPMorgan June 2011 - July 2014
HSBC 2009 - 2011
J.P. Morgan 2000 - 2009
Deutsche Bank 1998 - 2000
DZ Bank 1997 - 1998
Skills
Fixed Income, Banking, Financial Institutions, Market Risk, Investments, Derivatives, Asset Managment, Capital Markets, Equities, Foreign Exchange, Investment Banking, Corporate Law, Asset Management, Hedge Funds, Insurance, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Cliff Ris's J.P. Morgan Experience 2008 - Present
Job Associate Director at Bear Stearns
Industry Accounting
Experience
Bear Stearns AssosciateJP Morgan2008 - Present
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
Spear Leeds & Kellogg 1994 - 2000
Education
St. Francis College 1989 — 1993
Bear Stearns AssosciateJP Morgan2008 - Present
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
Spear Leeds & Kellogg 1994 - 2000
Education
St. Francis College 1989 — 1993
Edward Smith III's J.P. Morgan Experience October 2011 - March 2013
Job Planner at MediaCom
Industry Marketing and Advertising
Experience
MediaCom December 2014 - Present
MediaCom March 2013 - December 2014
Madison Square Garden May 2007 - October 2013
J.P. Morgan October 2011 - March 2013
Kinetix Integrated Inc May 2009 - January 2010
Interscope Records January 2009 - May 2009
Rockstar Energy Drink September 2006 - December 2008
Atlantic Collegiate Baseball League, Metro NY Cadets (ACBL) June 2008 - August 2008
Skills
Integrated Brand..., Event Management, Entertainment, Facebook, Social Media Marketing, Digital Media, Event Planning, Marketing, Social Media, Advertising, Marketing Communications
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
M.B.A., Marketing
Saint John's University 2003 — 2007
B.S., Sports Management
MediaCom December 2014 - Present
MediaCom March 2013 - December 2014
Madison Square Garden May 2007 - October 2013
J.P. Morgan October 2011 - March 2013
Kinetix Integrated Inc May 2009 - January 2010
Interscope Records January 2009 - May 2009
Rockstar Energy Drink September 2006 - December 2008
Atlantic Collegiate Baseball League, Metro NY Cadets (ACBL) June 2008 - August 2008
Skills
Integrated Brand..., Event Management, Entertainment, Facebook, Social Media Marketing, Digital Media, Event Planning, Marketing, Social Media, Advertising, Marketing Communications
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
M.B.A., Marketing
Saint John's University 2003 — 2007
B.S., Sports Management
Peter Dolan's J.P. Morgan Experience September 2012 - Present
Job Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
BNP Paribas November 2010 - July 2012
ING Financial Markets September 2008 - November 2010
Morgan Stanley January 2007 - August 2008
Morgan Stanley Private Wealth Management July 2004 - December 2006
Skills
Series 7, Bloomberg, Series 63, Series 55, Series 65, Equities, Capital Markets, Securities, Mutual Funds, FINRA, Trading
Education
St. Lawrence University 2000 — 2004
BA, History
St. Lawrence University London Semester Program 2002 — 2002
N/A, Liberal Arts and Sciences, General Studies and Humanities
J.P. Morgan September 2012 - Present
BNP Paribas November 2010 - July 2012
ING Financial Markets September 2008 - November 2010
Morgan Stanley January 2007 - August 2008
Morgan Stanley Private Wealth Management July 2004 - December 2006
Skills
Series 7, Bloomberg, Series 63, Series 55, Series 65, Equities, Capital Markets, Securities, Mutual Funds, FINRA, Trading
Education
St. Lawrence University 2000 — 2004
BA, History
St. Lawrence University London Semester Program 2002 — 2002
N/A, Liberal Arts and Sciences, General Studies and Humanities
James P. Brennan, CFE's J.P. Morgan Experience 2000 - 2002
Job Director at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal - Global Forensic & Dispute Services September 2012 - Present
FTI Consulting May 2004 - April 2012
Deloitte September 2002 - May 2004
J.P. Morgan 2000 - 2002
Skills
Forensic Accounting, Litigation Consulting, Certified Fraud Examiner, Litigation Support, Accounting, US GAAP, Financial Analysis, Internal Controls, Fraud, Due Diligence, Auditing, Big 4, Financial Accounting, Assurance, Forensic Analysis, Revenue Recognition, Cash Flow, SEC filings, Internal Investigations, Financial Reporting, Expert Witness, GAAP
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2002
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Accounting
Alvarez & Marsal - Global Forensic & Dispute Services September 2012 - Present
FTI Consulting May 2004 - April 2012
Deloitte September 2002 - May 2004
J.P. Morgan 2000 - 2002
Skills
Forensic Accounting, Litigation Consulting, Certified Fraud Examiner, Litigation Support, Accounting, US GAAP, Financial Analysis, Internal Controls, Fraud, Due Diligence, Auditing, Big 4, Financial Accounting, Assurance, Forensic Analysis, Revenue Recognition, Cash Flow, SEC filings, Internal Investigations, Financial Reporting, Expert Witness, GAAP
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2002
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Accounting
Pam Ippolito's J.P. Morgan Experience 2000 - 2005
Job IT Professional
Industry Financial Services
Experience
BMO Harris Bank June 2013 - Present
Financial Industry 2005 - 2013
J.P. Morgan 2000 - 2005
Interim Technology 1996 - 2000
FDIC 1987 - 1996
Skills
Business Analysis, Risk Management, Vendor Management, Software Project..., Business Process..., SDLC, Business Intelligence, PMO, Data Warehousing, Banking, Leadership, Requirements Gathering, Program Management, Project Management, Process Improvement
Education
St. Joseph's College (IN)
Bachelor of Science, Mathematics / Computer Science
BMO Harris Bank June 2013 - Present
Financial Industry 2005 - 2013
J.P. Morgan 2000 - 2005
Interim Technology 1996 - 2000
FDIC 1987 - 1996
Skills
Business Analysis, Risk Management, Vendor Management, Software Project..., Business Process..., SDLC, Business Intelligence, PMO, Data Warehousing, Banking, Leadership, Requirements Gathering, Program Management, Project Management, Process Improvement
Education
St. Joseph's College (IN)
Bachelor of Science, Mathematics / Computer Science
Stephen E. Renda's J.P. Morgan Experience June 2012 - Present
Job Compliance Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2012 - Present
Citigroup May 2007 - June 2012
Citi July 2005 - May 2007
Skills
Capital Markets, Fixed Income, Asset Management, Equities, Bloomberg, Settlement, Securities, Corporate Finance, Financial Risk, Derivatives, Emerging Markets, Business Analysis, Credit Derivatives, Relationship Management, Investment Banking, Banking, Mutual Funds, Middle Office, Financial Markets, Finance, Trading, Back Office, Equity Derivatives, Project Management, Loans, Cash Management, Options, Financial Analysis, Risk Management, Credit Risk, Portfolio Management, Prime Brokerage, Financial Services, Valuation, Investments
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Finance
J.P. Morgan June 2012 - Present
Citigroup May 2007 - June 2012
Citi July 2005 - May 2007
Skills
Capital Markets, Fixed Income, Asset Management, Equities, Bloomberg, Settlement, Securities, Corporate Finance, Financial Risk, Derivatives, Emerging Markets, Business Analysis, Credit Derivatives, Relationship Management, Investment Banking, Banking, Mutual Funds, Middle Office, Financial Markets, Finance, Trading, Back Office, Equity Derivatives, Project Management, Loans, Cash Management, Options, Financial Analysis, Risk Management, Credit Risk, Portfolio Management, Prime Brokerage, Financial Services, Valuation, Investments
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Finance
Judi-Ann Ridley's J.P. Morgan Experience July 2004 - August 2005
Job Human Resources/Education Professional
Industry Higher Education
Experience
New York Foundling October 2014 - January 2015
South Nassau Communities Hospital May 2014 - August 2014
Kingsbrook Jewish Medical Center August 2013 - December 2013
Macy's June 2006 - November 2013
Interfaith Medical Center April 2012 - August 2013
Miller and Milone P.C. July 2009 - October 2010
St. John's University November 2005 - May 2009
J.P. Morgan July 2004 - August 2005
Skills
Customer Service, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Human Resources, Employee Relations, Event Planning, Recruiting, Outlook, Job Descriptions, Employee Training, Screening, Public Speaking, Taleo, New Hire Orientations, Applicant Tracking..., Onboarding, Interviews, Employee Benefits, PeopleSoft, Training
Education
Adelphi University 2010 — 2012
Masters of Arts, I/O Psychology w/Human Resources Certification
St. John's University 2005 — 2009
Bachelor's degree, Criminal Justice
New York Foundling October 2014 - January 2015
South Nassau Communities Hospital May 2014 - August 2014
Kingsbrook Jewish Medical Center August 2013 - December 2013
Macy's June 2006 - November 2013
Interfaith Medical Center April 2012 - August 2013
Miller and Milone P.C. July 2009 - October 2010
St. John's University November 2005 - May 2009
J.P. Morgan July 2004 - August 2005
Skills
Customer Service, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Human Resources, Employee Relations, Event Planning, Recruiting, Outlook, Job Descriptions, Employee Training, Screening, Public Speaking, Taleo, New Hire Orientations, Applicant Tracking..., Onboarding, Interviews, Employee Benefits, PeopleSoft, Training
Education
Adelphi University 2010 — 2012
Masters of Arts, I/O Psychology w/Human Resources Certification
St. John's University 2005 — 2009
Bachelor's degree, Criminal Justice
Joe Tomo's J.P. Morgan Experience 1994 - 2000
Job Director at Citi
Industry Financial Services
Experience
Citi July 2008 - Present
Merrill Lynch 2000 - 2007
J.P. Morgan 1994 - 2000
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Collateral Management, Derivatives, Securities, Credit Derivatives, Equities, Financial Services, Financial Markets, Investment Banking, Asset Management, Prime Brokerage, Collateral, Trading Systems, Back Office, Equity Derivatives, FX Options, Swaps
Education
St. Francis College 1982 — 1986
Citi July 2008 - Present
Merrill Lynch 2000 - 2007
J.P. Morgan 1994 - 2000
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Collateral Management, Derivatives, Securities, Credit Derivatives, Equities, Financial Services, Financial Markets, Investment Banking, Asset Management, Prime Brokerage, Collateral, Trading Systems, Back Office, Equity Derivatives, FX Options, Swaps
Education
St. Francis College 1982 — 1986
Mitchell Herr's J.P. Morgan Experience January 2010 - Present
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2010 - Present
Waterstreet Investment Consultants February 2007 - Present
Education
St. Edward's University 2006 — 2008
MBA, Corporate Finance
St. Edward's University 2002 — 2006
BBA, Finance and Marketing
J.P. Morgan January 2010 - Present
Waterstreet Investment Consultants February 2007 - Present
Education
St. Edward's University 2006 — 2008
MBA, Corporate Finance
St. Edward's University 2002 — 2006
BBA, Finance and Marketing
marie salmieri's J.P. Morgan Experience 1994 - September 2004
Job VPClient Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC November 2008 - Present
Merrill Lynch March 2008 - July 2008
Cloudview Capital February 2007 - November 2007
Norodin February 2006 - February 2007
Bank of America September 2004 - February 2006
J.P. Morgan 1994 - September 2004
Chemical Bank (JP Morgan Chase) 1994 - 2004
Skills
Derivatives, Basis Swaps, FX, NDFs, FXO, EM Derivatives, Currency Futures, US Treasuries, OTC Clearing, Product Control, Market Pricing, Building Relationships, Credit Derivatives, Trading, Interest Rate..., Fixed Income, Stable Value
Education
St. Francis College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
HSBC November 2008 - Present
Merrill Lynch March 2008 - July 2008
Cloudview Capital February 2007 - November 2007
Norodin February 2006 - February 2007
Bank of America September 2004 - February 2006
J.P. Morgan 1994 - September 2004
Chemical Bank (JP Morgan Chase) 1994 - 2004
Skills
Derivatives, Basis Swaps, FX, NDFs, FXO, EM Derivatives, Currency Futures, US Treasuries, OTC Clearing, Product Control, Market Pricing, Building Relationships, Credit Derivatives, Trading, Interest Rate..., Fixed Income, Stable Value
Education
St. Francis College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Brittany McCallum's J.P. Morgan Experience September 2011 - Present
Job Asset Transitions Manager JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
J.P. Morgan May 2010 - September 2011
Bank of America August 2009 - May 2010
Integrated Financial Planning Center September 2007 - July 2009
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Office, Valuation, Asset Management, Customer Service, Finance, Financial Markets, Leadership, Management
Education
St. Edward's University 2005 — 2009
Bachelor of Business Administration, Magna Cum Laude, Economics
J.P. Morgan September 2011 - Present
J.P. Morgan May 2010 - September 2011
Bank of America August 2009 - May 2010
Integrated Financial Planning Center September 2007 - July 2009
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Office, Valuation, Asset Management, Customer Service, Finance, Financial Markets, Leadership, Management
Education
St. Edward's University 2005 — 2009
Bachelor of Business Administration, Magna Cum Laude, Economics
Dinkar Jetley's J.P. Morgan Experience 2011 - 2013
Job CoFounder at Pivot Investment Partners LLC
Industry Financial Services
Experience
Pivot Investment Partners LLC 2014 - Present
J.P. Morgan 2011 - 2013
Deutsche Bank 1999 - 2011
Citi 1985 - 1999
Skills
Executive Management, Leadership, Business Transformation, Growing Businesses, Business Strategy, Strategy Execution, Global Business..., Global Client Management, High Performance Teams, Financial Services, Operating Services, Securities, Banking, Post-trade services, Global Custody, Clearing, Collateral Management, Fund Services, Payment Services, Electronic Payments, Payment Cards, Credit Cards, Securities Lending, Fiduciary Services, Trust Services, Risk Management, Outsourcing, Offshoring, Credit Risk, Hedge Funds, Investment Banking, Equities, Capital Markets, Fixed Income, Operational Excellence, AML, Management, Finance, Financial Institutions, Structured Products, Structured Finance, Funding, Alternative Investments, Derivatives, Private Equity, Strategy, Corporate Development, Start-ups, Prime Brokerage, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
St. Xavier's College 1978 — 1981
BCom, Accounting
Pivot Investment Partners LLC 2014 - Present
J.P. Morgan 2011 - 2013
Deutsche Bank 1999 - 2011
Citi 1985 - 1999
Skills
Executive Management, Leadership, Business Transformation, Growing Businesses, Business Strategy, Strategy Execution, Global Business..., Global Client Management, High Performance Teams, Financial Services, Operating Services, Securities, Banking, Post-trade services, Global Custody, Clearing, Collateral Management, Fund Services, Payment Services, Electronic Payments, Payment Cards, Credit Cards, Securities Lending, Fiduciary Services, Trust Services, Risk Management, Outsourcing, Offshoring, Credit Risk, Hedge Funds, Investment Banking, Equities, Capital Markets, Fixed Income, Operational Excellence, AML, Management, Finance, Financial Institutions, Structured Products, Structured Finance, Funding, Alternative Investments, Derivatives, Private Equity, Strategy, Corporate Development, Start-ups, Prime Brokerage, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
St. Xavier's College 1978 — 1981
BCom, Accounting
Helen Lavelle's J.P. Morgan Experience 1994 - 1998
Job Associate Director at KPMG LLP
Industry Accounting
Experience
KPMG LLP July 2011 - Present
KPMG LLP August 1998 - March 2009
J.P. Morgan 1994 - 1998
National Westminster Bancorp, Inc. 1980 - 1993
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, US GAAP, Training, Enterprise Risk..., Sarbanes-Oxley, Auditing, IT Audit, SEC filings, External Audit, Big 4, Assurance, GAAP, Forensic Accounting, SAS70, Financial Audits, COSO, CISA, Accounting, Due Diligence, CPA, IFRS, Financial Risk, Financial Reporting, Consolidation
Education
Saint John's University 1981 — 1985
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Accounting
KPMG LLP July 2011 - Present
KPMG LLP August 1998 - March 2009
J.P. Morgan 1994 - 1998
National Westminster Bancorp, Inc. 1980 - 1993
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, US GAAP, Training, Enterprise Risk..., Sarbanes-Oxley, Auditing, IT Audit, SEC filings, External Audit, Big 4, Assurance, GAAP, Forensic Accounting, SAS70, Financial Audits, COSO, CISA, Accounting, Due Diligence, CPA, IFRS, Financial Risk, Financial Reporting, Consolidation
Education
Saint John's University 1981 — 1985
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Accounting
Christopher Delfoe's J.P. Morgan Experience May 2009 - March 2015
Job Associate Director at Point72
Industry Financial Services
Experience
Point72 Asset Management March 2015 - Present
J.P. Morgan May 2009 - March 2015
JPMorgan Chase January 2008 - May 2009
JPMorgan Chase May 2006 - January 2008
J.P. Morgan June 2003 - May 2006
JPMorgan Chase June 2001 - June 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Asset Managment, Investments, Financial Structuring, Strategic Financial..., Credit Analysis, Banking
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2004
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Point72 Asset Management March 2015 - Present
J.P. Morgan May 2009 - March 2015
JPMorgan Chase January 2008 - May 2009
JPMorgan Chase May 2006 - January 2008
J.P. Morgan June 2003 - May 2006
JPMorgan Chase June 2001 - June 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Asset Managment, Investments, Financial Structuring, Strategic Financial..., Credit Analysis, Banking
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2004
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Reginald Davis's J.P. Morgan Experience January 2013 - Present
Job J.P. Morgan Asset Management Subadvisory
Industry Investment Management
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan July 2010 - January 2013
Ohio State House of Representatives June 2006 - August 2006
Skills
Series 7, Mutual Funds, Equities, Microsoft Office, PowerPoint, Access, Excel, Microsoft Excel, Investment Banking, Trading, Investments, Asset Management, Portfolio Management, Competitive Analysis, Management, Leadership, Public Speaking, Sales, Marketing, Capital Markets, Microsoft Word
Education
St. John's University, Tobin School of Business 2006 — 2010
Bachelor of Science, Business Management
St. John's University
Business Management
J.P. Morgan January 2013 - Present
J.P. Morgan July 2010 - January 2013
Ohio State House of Representatives June 2006 - August 2006
Skills
Series 7, Mutual Funds, Equities, Microsoft Office, PowerPoint, Access, Excel, Microsoft Excel, Investment Banking, Trading, Investments, Asset Management, Portfolio Management, Competitive Analysis, Management, Leadership, Public Speaking, Sales, Marketing, Capital Markets, Microsoft Word
Education
St. John's University, Tobin School of Business 2006 — 2010
Bachelor of Science, Business Management
St. John's University
Business Management
Dan Vercek's J.P. Morgan Experience July 2013 - October 2014
Job Director of Business Development for the OATH Corporation
Industry Financial Services
Experience
OATH Corporation November 2014 - Present
J.P. Morgan July 2013 - October 2014
JPMorgan Chase June 2011 - July 2013
Executive Asset Management June 2008 - June 2011
Heathrow Funding, Inc January 2001 - June 2008
Skills
Loss Mitigation, FHA, Mortgage Banking, Mortgage Lending, Mortgage Servicing, REO, Management, Project Management, Loans, Leadership, Short Sales, Finance, Selling, Foreclosures, Process Improvement, Investors, Loan Origination, Sales, Default, Real Estate, Investment Properties, Property Management, Negotiation, Loan Servicing, Residential Homes, HUD, Disposition, Asset Management, Real Estate Transactions, Valuation, Refinance, Credit, Portfolio Management, First Time Home Buyers, Marketing, Residential Mortgages, Underwriting, Mergers & Acquisitions, Property, Customer Service, Appraisals, Brokerage, Real Estate Economics, Real Estate Financing, Dispositions, Commercial Real Estate
Education
Valencia College 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southeastern Academy-Culinary Training Center 1991 — 1992
Culinary Arts, Culinary Arts/Chef Training
St. Joseph's College (IN) 1990 — 1991
Bachelor of Business Administration (B.B.A.), Business Management
OATH Corporation November 2014 - Present
J.P. Morgan July 2013 - October 2014
JPMorgan Chase June 2011 - July 2013
Executive Asset Management June 2008 - June 2011
Heathrow Funding, Inc January 2001 - June 2008
Skills
Loss Mitigation, FHA, Mortgage Banking, Mortgage Lending, Mortgage Servicing, REO, Management, Project Management, Loans, Leadership, Short Sales, Finance, Selling, Foreclosures, Process Improvement, Investors, Loan Origination, Sales, Default, Real Estate, Investment Properties, Property Management, Negotiation, Loan Servicing, Residential Homes, HUD, Disposition, Asset Management, Real Estate Transactions, Valuation, Refinance, Credit, Portfolio Management, First Time Home Buyers, Marketing, Residential Mortgages, Underwriting, Mergers & Acquisitions, Property, Customer Service, Appraisals, Brokerage, Real Estate Economics, Real Estate Financing, Dispositions, Commercial Real Estate
Education
Valencia College 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southeastern Academy-Culinary Training Center 1991 — 1992
Culinary Arts, Culinary Arts/Chef Training
St. Joseph's College (IN) 1990 — 1991
Bachelor of Business Administration (B.B.A.), Business Management
Dominique Clervil's J.P. Morgan Experience July 2007 - February 2012
Job Independent Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Another Level February 2012 - Present
J.P. Morgan July 2007 - February 2012
BNP Paribas December 2006 - July 2007
Education
St. Thomas University
Another Level February 2012 - Present
J.P. Morgan July 2007 - February 2012
BNP Paribas December 2006 - July 2007
Education
St. Thomas University
Sarah Bratton Hughes's J.P. Morgan Experience May 2010 - October 2011
Job Associate Product Manager, U.S. Equities at Schroders
Industry Investment Management
Experience
Schroders June 2014 - Present
Schroders October 2011 - June 2014
J.P. Morgan May 2010 - October 2011
J.P. Morgan June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop
Education
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Francis College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Schroders June 2014 - Present
Schroders October 2011 - June 2014
J.P. Morgan May 2010 - October 2011
J.P. Morgan June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop
Education
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Francis College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
RoseAnn (DeLeonibus) DiIorio's J.P. Morgan Experience December 2004 - March 2011
Job Vice President at Markit
Industry Banking
Experience
Markit April 2011 - Present
J.P. Morgan December 2004 - March 2011
Skills
Prime Brokerage, Fixed Income, Hedge Funds, Financial Services, Equities, Alternative Investments, Derivatives, Bonds, Investment Banking, Middle Office, Trading, FX Options, Trading Systems, Options, Market Data, Capital Markets, Securities, Financial Markets, Bloomberg, Asset Management
Education
St. Francis College 1999 — 2003
Markit April 2011 - Present
J.P. Morgan December 2004 - March 2011
Skills
Prime Brokerage, Fixed Income, Hedge Funds, Financial Services, Equities, Alternative Investments, Derivatives, Bonds, Investment Banking, Middle Office, Trading, FX Options, Trading Systems, Options, Market Data, Capital Markets, Securities, Financial Markets, Bloomberg, Asset Management
Education
St. Francis College 1999 — 2003
Shoeb Waseem's J.P. Morgan Experience June 2008 - Present
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan June 2008 - Present
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
J.P. Morgan June 2008 - Present
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
Bobby Morgan's J.P. Morgan Experience December 2010 - April 2011
Job Legislative Liaison at Office of Governor Phil Bryant
Industry Government Administration
Experience
Office of Governor Phil Bryant November 2014 - Present
Mississippi Republican Party July 2013 - November 2014
Leadership Directories, Inc. August 2011 - June 2013
J.P. Morgan December 2010 - April 2011
Republican Governors Association August 2010 - December 2010
BGR Group May 2009 - August 2009
United States Senate July 2008 - August 2008
U.S. House of Representatives May 2008 - July 2008
Education
University of Mississippi 2005 — 2009
Bachelor of Arts (BA), Political Science & English
St. John's College (MD) 2009 — 2010
Office of Governor Phil Bryant November 2014 - Present
Mississippi Republican Party July 2013 - November 2014
Leadership Directories, Inc. August 2011 - June 2013
J.P. Morgan December 2010 - April 2011
Republican Governors Association August 2010 - December 2010
BGR Group May 2009 - August 2009
United States Senate July 2008 - August 2008
U.S. House of Representatives May 2008 - July 2008
Education
University of Mississippi 2005 — 2009
Bachelor of Arts (BA), Political Science & English
St. John's College (MD) 2009 — 2010
Anthony DeNicola's J.P. Morgan Experience February 2013 - Present
Job Investment Management Solutions at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan July 2010 - February 2013
J.P. Morgan December 2008 - July 2010
Merrill Lynch January 2008 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
J.P. Morgan February 2013 - Present
J.P. Morgan July 2010 - February 2013
J.P. Morgan December 2008 - July 2010
Merrill Lynch January 2008 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
philip arnell's J.P. Morgan Experience June 2011 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan June 2011 - Present
Bank of America/Merrill Lynch September 2006 - June 2011
ABN/AMRO - LaSalle Bank March 2005 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Communications and Media
J.P. Morgan June 2011 - Present
Bank of America/Merrill Lynch September 2006 - June 2011
ABN/AMRO - LaSalle Bank March 2005 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Communications and Media
Florentino Azinheira's J.P. Morgan Experience November 1985 - June 1995
Job Director at FIS Global (Fidelity National Information Services)
Industry Financial Services
Experience
FIS Global May 2012 - Present
ICS Risk Advisors 2010 - 2013
Accume Partners May 2004 - January 2008
Citibank N.A October 1995 - December 2002
J.P. Morgan November 1985 - June 1995
JP Morgan 1985 - 1995
Skills
Enterprise Risk..., Project Management, Corporate Governance, Internal Controls, Management Consulting, Banking, Risk Management, Management, Performance Management, Financial Risk, Six Sigma, Due Diligence, Governance, Mergers and Acquisitions, Strategic Initiatives, Compliance Management, Six Sigma deployment, Regulatory Reporting, Data Privacy, IT Audit, Information Security..., Internal Audit, Integration Planning, Contract Management, Program Performance..., Privacy Compliance, Bank Secrecy Act, Securities Regulation, International Relations, International..., Mergers, International Corporate..., NJ Notary
Education
St. John's University 1991 — 1995
Bachelor of Science, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
FIS Global May 2012 - Present
ICS Risk Advisors 2010 - 2013
Accume Partners May 2004 - January 2008
Citibank N.A October 1995 - December 2002
J.P. Morgan November 1985 - June 1995
JP Morgan 1985 - 1995
Skills
Enterprise Risk..., Project Management, Corporate Governance, Internal Controls, Management Consulting, Banking, Risk Management, Management, Performance Management, Financial Risk, Six Sigma, Due Diligence, Governance, Mergers and Acquisitions, Strategic Initiatives, Compliance Management, Six Sigma deployment, Regulatory Reporting, Data Privacy, IT Audit, Information Security..., Internal Audit, Integration Planning, Contract Management, Program Performance..., Privacy Compliance, Bank Secrecy Act, Securities Regulation, International Relations, International..., Mergers, International Corporate..., NJ Notary
Education
St. John's University 1991 — 1995
Bachelor of Science, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
Nick Pearson's J.P. Morgan Experience May 2006 - June 2006
Job Casualty Facultative Underwriter at Gen Re
Industry Insurance
Experience
Gen Re August 2012 - Present
SquashDrive Inc. May 2012 - March 2013
Workbridge Associates June 2012 - August 2012
NewDay Financial October 2011 - February 2012
NewDay Financial August 2011 - October 2011
Valero Texas Open / Golf San Antonio January 2011 - June 2011
Sunnybrook Golf Club May 2007 - August 2010
Willis Re May 2008 - August 2008
J.P. Morgan May 2006 - June 2006
Skills
Fundraising, Marketing Strategy, Sports, Public Speaking, Management, PowerPoint, Social Networking, Recruiting, Microsoft Excel, Sales, Insurance
Education
St. Lawrence University 2006 — 2010
Bachelors, Communications
Chestnut Hill Academy 2002 — 2006
Gen Re August 2012 - Present
SquashDrive Inc. May 2012 - March 2013
Workbridge Associates June 2012 - August 2012
NewDay Financial October 2011 - February 2012
NewDay Financial August 2011 - October 2011
Valero Texas Open / Golf San Antonio January 2011 - June 2011
Sunnybrook Golf Club May 2007 - August 2010
Willis Re May 2008 - August 2008
J.P. Morgan May 2006 - June 2006
Skills
Fundraising, Marketing Strategy, Sports, Public Speaking, Management, PowerPoint, Social Networking, Recruiting, Microsoft Excel, Sales, Insurance
Education
St. Lawrence University 2006 — 2010
Bachelors, Communications
Chestnut Hill Academy 2002 — 2006
Steve Casella's J.P. Morgan Experience 1986 - 1996
Job SVP at US Trust
Industry Financial Services
Experience
US Trust October 2006 - Present
Dominick & Dominick LLC 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
J.P. Morgan 1986 - 1996
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, International Finance
St John's University 1981 — 1985
B.S., Finance
US Trust October 2006 - Present
Dominick & Dominick LLC 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
J.P. Morgan 1986 - 1996
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, International Finance
St John's University 1981 — 1985
B.S., Finance
Olya Borichevska's J.P. Morgan Experience January 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan April 2014 - December 2014
Federal Reserve Board October 2013 - March 2014
Federal Reserve Board October 2012 - September 2013
Holborn Corporation June 2012 - August 2012
St. Olaf College June 2011 - August 2011
Skills
Data Analysis, Analysis, Financial Analysis, Economics, Financial Modeling, Microsoft Excel, Microsoft Office, Customer Service, Risk Management, Statistics, Finance, Research, Econometrics
Education
St. Olaf College 2008 — 2012
Bachelor of Arts, Mathematics, Economics, Statistics Minor
J.P. Morgan January 2015 - Present
J.P. Morgan April 2014 - December 2014
Federal Reserve Board October 2013 - March 2014
Federal Reserve Board October 2012 - September 2013
Holborn Corporation June 2012 - August 2012
St. Olaf College June 2011 - August 2011
Skills
Data Analysis, Analysis, Financial Analysis, Economics, Financial Modeling, Microsoft Excel, Microsoft Office, Customer Service, Risk Management, Statistics, Finance, Research, Econometrics
Education
St. Olaf College 2008 — 2012
Bachelor of Arts, Mathematics, Economics, Statistics Minor
Sonia Navas's J.P. Morgan Experience May 2012 - Present
Job Mexico ETFs & LATAM Depositary Receipts, Relationship Manager J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
J.P. Morgan May 2012 - Present
J.P. Morgan April 2009 - May 2012
J.P. Morgan November 2005 - April 2009
J.P. Morgan August 1998 - November 2005
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Financial Services, Series 7, Series 63
Education
St. John's University 1998 — 2004
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
JPMorgan Chase & Co. November 2014 - Present
J.P. Morgan May 2012 - Present
J.P. Morgan April 2009 - May 2012
J.P. Morgan November 2005 - April 2009
J.P. Morgan August 1998 - November 2005
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Financial Services, Series 7, Series 63
Education
St. John's University 1998 — 2004
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Janine Elcik's J.P. Morgan Experience September 1990 - April 1998
Job at Associated Third Party Administrators
Industry Financial Services
Experience
Associated Third Party Administrators (ATPA) January 2013 - Present
Coldwater Creek April 2006 - March 2012
J.P. Morgan September 1990 - April 1998
Skills
Retail, Loss Prevention, Pension Administration
Education
St. John's University 1986 — 1990
Finance, General
Associated Third Party Administrators (ATPA) January 2013 - Present
Coldwater Creek April 2006 - March 2012
J.P. Morgan September 1990 - April 1998
Skills
Retail, Loss Prevention, Pension Administration
Education
St. John's University 1986 — 1990
Finance, General
Peter Gambitsky's J.P. Morgan Experience October 1997 - April 1998
Job IT Manager at ServiceSPAN
Industry Telecommunications
Experience
National Grid December 2013 - December 2014
ServiceSPAN April 1998 - July 2013
J.P. Morgan October 1997 - April 1998
Credit Suisse May 1996 - October 1997
Verizon May 1987 - April 1996
Education
St. John's University
National Grid December 2013 - December 2014
ServiceSPAN April 1998 - July 2013
J.P. Morgan October 1997 - April 1998
Credit Suisse May 1996 - October 1997
Verizon May 1987 - April 1996
Education
St. John's University
Kelly Frankenfield's J.P. Morgan Experience 1985 - 1989
Job Mom, Driver, Volunteer for Environmental and Animal Welfarebased Charities
Industry Environmental Services
Experience
FactSet Research Systems 1990 - 2006
Drexel Burnham Lambert 1989 - 1990
J.P. Morgan 1985 - 1989
Shearson Lehman, American Express 1982 - 1985
Education
St. Lawrence University 1978 — 1982
BA, Business/Managerial Economics
Kent School 1974 — 1978
FactSet Research Systems 1990 - 2006
Drexel Burnham Lambert 1989 - 1990
J.P. Morgan 1985 - 1989
Shearson Lehman, American Express 1982 - 1985
Education
St. Lawrence University 1978 — 1982
BA, Business/Managerial Economics
Kent School 1974 — 1978
Dennis Kavanagh's J.P. Morgan Experience
Job Trust Officer at J.P. Morgan
Industry
Experience
J.P. Morgan
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
St. John's University 1956 — 1960
76 credits, Psychology
St. John's University 1956 — 1960
J.P. Morgan
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
St. John's University 1956 — 1960
76 credits, Psychology
St. John's University 1956 — 1960
Grace Bernal-Erstein's J.P. Morgan Experience March 2007 - July 2012
Job Executive Assistant at Centerview Partners
Industry Financial Services
Experience
Centerview Partners July 2012 - Present
J.P. Morgan March 2007 - July 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Data Entry, Research, Executive..., Office Management, Management, Social Media, English, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor's degree, Finance, General
Centerview Partners July 2012 - Present
J.P. Morgan March 2007 - July 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Data Entry, Research, Executive..., Office Management, Management, Social Media, English, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor's degree, Finance, General
Peter J. Costanzo's J.P. Morgan Experience 1970 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
US Trust February 2000 - September 2007
J.P. Morgan 1970 - 2000
Education
St. Francis College 1966 — 1970
Bachelor of Arts (B.A.), Psychology
Nazareth High School
US Trust February 2000 - September 2007
J.P. Morgan 1970 - 2000
Education
St. Francis College 1966 — 1970
Bachelor of Arts (B.A.), Psychology
Nazareth High School
Jennifer Salerno's J.P. Morgan Experience December 2014 - Present
Job Corporate Banking and Securities Auditor at Deutsche Bank
Industry Investment Banking
Experience
J.P. Morgan December 2014 - Present
Deutsche Bank December 2012 - December 2014
Credit Suisse December 2005 - December 2012
EY September 2003 - December 2005
American Express Financial Advisors Inc., March 1999 - September 2003
Skills
Internal Controls, Risk Management, Internal Audit, Financial Risk, Operational Risk, Auditing, Finance, Business Process..., Risk Assessment, Governance, Process Improvement
Education
St. John's University 1999 — 2003
Bachelor's degree, Accounting
J.P. Morgan December 2014 - Present
Deutsche Bank December 2012 - December 2014
Credit Suisse December 2005 - December 2012
EY September 2003 - December 2005
American Express Financial Advisors Inc., March 1999 - September 2003
Skills
Internal Controls, Risk Management, Internal Audit, Financial Risk, Operational Risk, Auditing, Finance, Business Process..., Risk Assessment, Governance, Process Improvement
Education
St. John's University 1999 — 2003
Bachelor's degree, Accounting
Rich. Gentile's J.P. Morgan Experience 1994 - Present
Job Managing Director at J.P. Morgan
Industry
Experience
J.P. Morgan 1994 - Present
Education
St. John's University
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
J.P. Morgan 1994 - Present
Education
St. John's University
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
Nadia Rodriguez's J.P. Morgan Experience March 2011 - Present
Job Fiduciary at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
Family and Children's Association June 2003 - May 2014
JPMorgan Chase October 2007 - March 2011
Education
St. John's University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Stony Brook University 2002 — 2006
Bachelor of Science (B.S.), Psychology
J.P. Morgan March 2011 - Present
Family and Children's Association June 2003 - May 2014
JPMorgan Chase October 2007 - March 2011
Education
St. John's University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Stony Brook University 2002 — 2006
Bachelor of Science (B.S.), Psychology
Jennifer Meiners's J.P. Morgan Experience 1992 - 1996
Job Vice President and Senior Documentation Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America March 2015 - Present
Bank of America Merrill Lynch October 2014 - March 2015
Saltopia Artisan Infused Sea Salts September 2013 - September 2014
UBS 1999 - 2000
UBS 1996 - 1997
J.P. Morgan 1992 - 1996
Shearman & Sterling LLP 1990 - 1992
Skills
ISDA negotiations, Derivatives, Securities, Commercial Paper, S Corporations, Legal Documents, Social Media Marketing, Sales, Food Manufacturing
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Government
Bank of America March 2015 - Present
Bank of America Merrill Lynch October 2014 - March 2015
Saltopia Artisan Infused Sea Salts September 2013 - September 2014
UBS 1999 - 2000
UBS 1996 - 1997
J.P. Morgan 1992 - 1996
Shearman & Sterling LLP 1990 - 1992
Skills
ISDA negotiations, Derivatives, Securities, Commercial Paper, S Corporations, Legal Documents, Social Media Marketing, Sales, Food Manufacturing
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Government
Nicole Falco's J.P. Morgan Experience July 2011 - Present
Job Senior Executive Assistant at J.P. Morgan
Industry Financial Services
Vanessa Waters's J.P. Morgan Experience June 2011 - Present
Job Compliance at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
U.S. Army Reserve February 1996 - February 2002
Skills
Personal Account Dealing, Legal Compliance, Management, Financial Reporting, User Acceptance Testing, test, BRDs, Analysis, Data Migration, Project Management, Procedure Development, Team Management, Teamwork, Facilitation, Data Analysis, Data Entry, Investigation, Escalation Resolution, Business Alignment, Account Reconciliation, Risk Management, Time Management, Leadership, Financial Services, Microsoft Office, Microsoft Excel, Business Analysis, Trading, Policy, Banking, Security
Education
St. Francis College
Psyc
J.P. Morgan June 2011 - Present
U.S. Army Reserve February 1996 - February 2002
Skills
Personal Account Dealing, Legal Compliance, Management, Financial Reporting, User Acceptance Testing, test, BRDs, Analysis, Data Migration, Project Management, Procedure Development, Team Management, Teamwork, Facilitation, Data Analysis, Data Entry, Investigation, Escalation Resolution, Business Alignment, Account Reconciliation, Risk Management, Time Management, Leadership, Financial Services, Microsoft Office, Microsoft Excel, Business Analysis, Trading, Policy, Banking, Security
Education
St. Francis College
Psyc
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.