J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Kreative Designs June 2011 - Present
Microsoft January 2014 - May 2014
J.P. Morgan December 2011 - March 2014
Jay Vending February 2005 - January 2009
Skills
Risk Management, Finance, Portfolio Management, Banking, Customer Service, Leadership, Financial Modeling, Asset Management, Credit, Financial Analysis, Investments, Trading, Entrepreneurship, Negotiation, Cross-functional Team..., New Business Development, Scripting, Multithreading, Business, Extreme Programming, Project Planning, Small Business, Corporate Finance, Mortgage Lending, Financial Markets, Strategic Financial..., Credit Analysis, Management Consulting, Corporate Development, Visual C, Python, Object Oriented Design, Programming, Database Administration, Data Analysis, Network Security, Network Administration, SharePoint Server, Virtualization
Education
Computer Minds 2013 — 2014
Computer and Information Systems Security/Information Assurance
The University of Texas at Arlington 2009 — 2014
Computer Software Engineering, 3.5
Tarrant County College 2008 — 2009
Computer Science, 3.8
Udacity
Computer Programming Courses
Udemy
Computer Programming
Udemy
Ethical Computer Security
Udemy
Social Media Marketing
Morgan Stanley December 2013 - Present
Amphion Innovations May 2013 - December 2013
J.P. Morgan June 2012 - November 2012
PlayUp USA, LLC. February 2012 - May 2012
Locus Energy May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Minitab, Camtasia, Market Research, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing Management
LinkedIn October 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase August 2012 - February 2014
J.P. Morgan February 2012 - August 2012
JP Morgan Chase August 2010 - February 2012
JP Morgan Chase September 2009 - May 2010
JP Morgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Fidelity Investments May 2007 - August 2007
Skills
Project Management, Program Management, Social Innovation, Marketing Strategy, Marketing, Acquisition Marketing, Corporate Social..., Digital Marketing, Social Media, Business Relationship..., Global Client Management, Corporate Events, Skilled Volunteerism, Hackathon Design, Training Delivery, Nonprofit Technology, Technical Writing, SharePoint, Visio, Mentoring, Intraconnect, Photoshop
Education
Syracuse University
BS
Westwood Residential May 2014 - Present
J.P. Morgan October 2011 - May 2014
Skills
Banking, Credit, Portfolio Management, Loans, Financial Analysis, Credit Analysis, Investments, Investment Banking, Equities, Credit Risk, Financial Services, Financial Modeling, Bloomberg, Derivatives, Fixed Income, Risk Management, Retail Banking, Mortgage Lending, Wealth Management, Mutual Funds
Education
Tarrant County College 2012 — 2014
Business, Management, Marketing, and Related Support Services
Centennial Highschool 2009 — 2011
High School/Secondary Diplomas and Certificates
J.P. Morgan August 2011 - Present
Morgan Stanley July 2010 - August 2011
AIG Credit Smart August 2007 - July 2010
Temasek Holdings May 2009 - August 2009
Pennsylvania State Senate May 2008 - July 2008
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Accounting
CFA Institute 2010 — 2013
Trinity High School 2002 — 2006
Northern Trust Corporation April 2014 - Present
J.P. Morgan November 2011 - March 2014
Euroclear July 2010 - October 2011
Euroclear October 2004 - October 2011
Skills
Capital Markets, Corporate Actions, Financial Services, Fixed Income, Global Custody, Settlement, Banking, Equities, Financial Markets, Securities
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Present Value September 2012 - Present
J.P. Morgan Private Bank July 2010 - August 2012
J.P. Morgan July 2008 - June 2010
Skills
Series 7, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Securities, Private Equity, Asset Management, Series 63, Asset Managment, Wealth Management, Asset Allocation, Fixed Income, Mutual Funds, Credit, Digital Marketing, Google Analytics, Google Adwords, Online Advertising, Social Media Marketing, Electronic Payment..., Credit Card Transaction..., Operations Management
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor’s Degree, Finance and Entrepreneurship & Emerging Enterprises
J.P. Morgan August 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Teamwork, Leadership, Data Analysis, Accounting, Public Speaking
Education
Syracuse University 2012 — 2014
Master's Degree, Accounting
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Master, Accounting
Syracuse University 2010 — 2012
Bachelor's Degree, Accounting
J.P. Morgan July 2013 - Present
Inkululeko, Inc February 2013 - March 2013
JPMorgan Chase June 2012 - August 2012
American MoJo January 2012 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
Spanish, Microsoft Excel, Prezi, Microsoft Office, French, American Sign Language, Leadership, Community Service, Financial Analysis, Financial Risk, Hedge Funds, Management, PowerPoint, Public Speaking, Research, Customer Service
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance and Entrepreneurship & Emerging enterprises, 3.47
Syracuse University Madrid Center 2011 — 2011
Union County College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General, 3.8
Alliance Franciase 2004 — 2008
A2 DELF (Diplome d’etudes en Langue Francaise)
The Economics Club at Syracuse University December 2013 - May 2014
Telefund September 2012 - May 2014
Syracuse University Office of Resident Life May 2012 - May 2014
S.I. Newhouse School of Public Communications August 2010 - May 2014
National Association of Hispanic Journalists December 2012 - September 2013
J.P. Morgan June 2013 - August 2013
NobleHeroes Foundation July 2012 - June 2013
National Association of Hispanic Journalists October 2011 - December 2012
Syracuse University October 2010 - August 2012
Skills
Final Cut, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Leadership, Hospitality, Social Media, Multimedia, Economics, Facebook, PowerPoint, Photoshop, Final Cut Pro
Education
Syracuse University 2010 — 2014
Bachelor of Science (BS), Public Relations/Image Management and Economics
Tallulah Falls School 2006 — 2010
BNP Paribas October 2013 - Present
J.P. Morgan August 2004 - October 2013
J.P. Morgan June 2002 - July 2004
Skills
AP/AR financing, Export Finance, Supply Chain Finance, Letters of Credit, Relationship Management, Sales
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Bachelor of Science (BS), Finance
J.P. Morgan July 2014 - Present
JPMorgan Chase October 2013 - July 2014
JPMorgan Chase July 2011 - September 2013
JP Morgan Chase January 2010 - May 2011
JPMorgan Chase January 2010 - August 2010
Skills
Access, Data Analysis
Education
Syracuse University 2007 — 2011
Meetings & Incentives Worldwide, Inc. November 2014 - Present
Axis Events Group January 2013 - November 2014
J.P. Morgan May 2012 - November 2012
UniCredit September 2011 - November 2011
ING DIRECT August 2011 - September 2011
BNP Paribas April 2011 - July 2011
Aura January 2011 - April 2011
PRIME December 2007 - November 2010
FIC Investments April 2007 - December 2007
Amway of Australia and New Zealand July 2004 - March 2007
Skills
Event Management, Corporate Events, Hospitality, Sponsorship, Event Planning, Marketing Communications, Tourism, Meeting Planning, Project Management, Marketing, Budgets, Public Relations, Management, Leadership
Education
APM Training Institute
Diploma, Marketing, major in Event Management
TAFE
Diploma, Hospitality Management
TAFE
Advanced Diploma, Event Management
J.P. Morgan April 2014 - Present
J.P. Morgan September 2013 - April 2014
J.P. Morgan March 2012 - September 2012
J.P. Morgan June 2011 - March 2012
JP Morgan September 2010 - May 2011
Sidearm Sports May 2010 - November 2010
Skills
Security, Project Management, Visio, Integration, Quality Assurance, Programming, Data Analytics, Large-scale Data..., Information Security...
Education
Syracuse University 2011 — 2013
Certificate of Advanced Study, Information Security, 4.0
Syracuse University 2007 — 2011
Bachelor of Science, Information Management and Technology, 3.6
J.P. Morgan February 2013 - Present
JPMorgan Chase August 2011 - January 2013
BNY Mellon May 2010 - July 2010
HSBC May 2008 - August 2008
Skills
Essbase, Excel, Access, Microsoft Office, SharePoint Designer, bloomberg, SQL, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Valuation, Customer Service, Finance, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance
Waseda University 2008 — 2009
International Liberal Studies
Lincoln High School 2002 — 2006
High School Diploma
Eddie O'Briens Grille & Bar May 2013 - Present
J.P. Morgan June 2015 - August 2015
Syracuse University September 2013 - May 2014
Education
Syracuse University 2012 — 2016
Bachelor’s Degree, Business Finance, Marketing, Entrepreneurship & Emerging Enterprises
Geneva High School 2008 — 2012
J.P. Morgan September 2014 - Present
J.P. Morgan July 2013 - September 2014
School of Information Studies September 2010 - May 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - May 2012
John Hancock Financial Services April 2008 - July 2008
Skills
Social Media, Blogging, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Sales, Facebook, Microsoft Office, Social Media Marketing, Social Networking, Customer Service, Event Planning, Public Relations, Market Research, Event Management, Public Speaking, Teamwork, Photoshop, Research, SQL, Visio, Business Analysis
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Marketing
Syracuse University 2009 — 2013
Bachelor of Science (BS), Information Management & Technology, Marketing
J.P. Morgan August 2013 - Present
JPMorgan Chase February 2013 - August 2013
JPMorgan Chase July 2012 - February 2013
J.P. Morgan July 2011 - July 2012
JPMorgan Chase June 2010 - August 2010
Macy’s Merchandising Group June 2009 - August 2009
Skills
Employee Relations, Performance Management, Recruiting, Onboarding, Talent Acquisition, Human Resources, Employee Benefits, Employee Engagement, PeopleSoft, Organizational..., Change Management, Leadership Development, Talent Management, Business Process..., Team Building
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Entrepreneurship and Emerging Enterprises, Management
Syracuse University in Florence
Xaverian Brothers High School 2003 — 2007
J.P. Morgan August 2013 - Present
JP Morgan July 2008 - July 2013
Goodhue and Hawkins 2001 - 2007
Skills
Microsoft Excel, Data Analysis, Product Development, Project Management, Change Management, SharePoint, PowerPoint, Microsoft Word, Outlook, Onboarding, InvestOne, Investran
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance, Marketing, US History
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Bloomingdale's June 2011 - January 2012
Camp Saginaw June 2010 - August 2010
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
BNP Paribas September 2004 - Present
Credit Suisse 2000 - August 2004
J.P. Morgan 1995 - 2000
Skills
Hedging, FX Options, Derivatives, Options, Trading, Interest Rate..., Fixed Income, Financial Markets, Structured Products, Treasury Management, Capital Markets, Swaps, Electronic Trading, FX trading, Currency, Emerging Markets, Foreign Exchange, Credit Derivatives, Trading Systems, Market Risk, Prime Brokerage, FX Trading, Forex, Stock options
Education
Syracuse University 1977 — 1980
BA, International Relations
J.P. Morgan July 2015 - Present
J.P. Morgan July 2011 - June 2015
SICA Wealth Management May 2010 - August 2010
Wells Fargo Advisors May 2009 - December 2009
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance and Marketing
Guggenheim Securities, LLC July 2010 - Present
J.P. Morgan 1996 - 2008
Paine Webber 1989 - 1996
Skills
Capital Markets, Fixed Income, Portfolio Management, Hedge Funds, Bonds, Investments, Series 7, Equities, Securities, Alternative Investments, Series 63, Mutual Funds, Derivatives, Asset Allocation, Equity Research, Investment Banking, Investment Management
Education
Syracuse University, in London 1988 — 1998
Bachelor of Science (BS), Finance, General
Syracuse University 1986 — 1989
Bachelor's Degree, Finance, General
J.P. Morgan September 2013 - Present
J.P. Morgan June 2010 - Present
J.P. Morgan July 2011 - August 2013
Orange Value Fund August 2009 - May 2011
Goldman Sachs June 2009 - June 2009
Goldman Sachs June 2008 - June 2008
Goldman Sachs March 2008 - June 2008
Skills
Asset Management, Asset Managment, Bloomberg, Financial Modeling, Financial Risk, Investments, PowerPoint, Equities, Fixed Income, Hedge Funds, Valuation, Alternative Investments, Analysis, Bloomberg Terminal, Derivatives, Equity Research, Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Securities, Series 63, Finance, Financial Services, Value Investing, Investment Advisory, Fixed Income Analysis, Wealth Management, Trading, Financial Advisory, ETFs
Education
Academia del Perpetuo Socorro
High School
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Fidelity Investments May 2013 - Present
Farmers National Company March 2009 - November 2012
J.P. Morgan January 2004 - January 2009
Refresh Crystal Reports January 1998 - January 2004
Skills
Accounting, Financial Analysis, Real Estate, MRI Software, Intercompany..., Year-end Close, Property Tax, Microsoft Excel, Access Database, Management, Access, Account Reconciliation, Accounts Payable, Microsoft Office, Team Building
Education
Tarrant County College 1991 — 2007
Associate of Arts Degree, Liberal Arts and Sciences/Liberal Studies
The University of Texas at Arlington 1991 — 1991
J.P. Morgan June 2012 - Present
United States Military Academy May 2009 - June 2012
First Army Division East April 2007 - May 2009
2nd Brigade, 4th Infantry Division May 2005 - April 2007
1-67 Combined Arms Battalion July 2004 - May 2005
Stryker Brigade Coordination Cell July 2002 - July 2003
US Army February 1998 - July 2002
Skills
Leadership and..., Change Management, Training Development, Project Management, Physical Security, Risk Management, Employee Relations, Internal Investigations, Active Top Secret/SCI..., Compliance Management, Standards Compliance, Conduct Inspections, Logistics Management, Logistics Planning, Strategic Planning, Team Building, Resource Management, Leadership Development, Leading Cross..., Diversity, Military Operations, Military Liaison, Time Management, Threat Assessment, Risk Mitigation, Budget Oversight, Program Management, Cross-functional Team..., Employee Training, Budgets, Leadership, National Security, Operational Planning, Operations Management, Policy, Risk Assessment
Education
Command & General Staff College 2003 — 2004
Tarleton State University 2000 — 2004
MBA, Business
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (Systems Engineering), National Security and Public Affairs
J.P. Morgan August 2011 - Present
McKinney Soccer Association February 2011 - Present
Wachovia January 2008 - August 2011
Wells Fargo Bank January 2008 - August 2011
OfficeMax October 2007 - January 2008
Circuit City 2005 - 2007
Dillard's August 2001 - August 2005
Car Toys February 2001 - August 2001
Dollar General September 2000 - February 2001
Best Buy April 1995 - September 2000
Skills
Sales, Management, Customer Service, Sales Management, Team Building, Finance, Banking, Leadership, Coaching, Retail Banking, Customer Satisfaction, Relationship Management, Merchandising, Loans
Education
Tarrant County College 1995 — 1996
Liberal Arts
Tulsa Community College 1993 — 1994
psychology
Northwood university
Business Management
J.P. Morgan January 2015 - Present
RiskVal Financial Solutions, LLC July 2010 - December 2014
Education
Syracuse University 2008 — 2010
MS, Information Management
Self Employed July 2015 - Present
Halliburton November 2014 - Present
J.P. Morgan July 2014 - November 2014
J.P. Morgan October 2013 - July 2014
J.P. Morgan June 2012 - October 2013
J.P. Morgan 2009 - June 2011
Skills
Team Leadership, Communication, Time Management, Customer Satisfaction, Mortgage Banking, Original Thinker, Open Minded, Positive Team Player, Default, Creative Problem Solving, Easily Adaptable, Organization, Sales, Dependable Team Player, Highly detail oriented, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, NMLS Licensed, Proactive self-starter, Exceptional People..., Exceeding Expectations, Call Centers, Loss Mitigation, HAMP, FHA, Fannie Mae, Highly responsible, Eager to learn new..., Enthusiast, Progressive Thinking, Loan Modifications, Loan Origination, Loan Servicing, Financial Services, Residential Mortgages, Mortgage Servicing, Mortgage Lending, Refinance, Finance, Funding, Loans, Banking, Relationship Management, Credit Analysis, Consumer Lending, Credit Risk, Financial Risk, Customer Experience
Education
Tarrant County College 2006 — 2009
Business/Corporate Communications
Syracuse University August 2013 - Present
J.P. Morgan June 2015 - August 2015
Texas A&M University June 2014 - August 2014
Syracuse University January 2014 - May 2014
Skills
AutoCAD, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Civil Engineering, Photoshop, Engineering, Surveying, Structural Analysis, Teamwork, Research, CAD, Windows, Customer Service, Concrete, MathCAD, Matlab
Education
Syracuse University 2012 — 2016
Civil Engineering
J.P. Morgan September 2014 - Present
Anthony G. Ferry Electrical Company May 2013 - August 2013
YMCA June 2012 - September 2012
YMCA June 2008 - September 2012
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Outlook, Social Media, Problem Solving, Teamwork, Facebook, Social Networking
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor's Degree, Finance and Supply Chain Management
Rye High School 2007 — 2010
High School
BJones BCP Consulting, LLC 2012 - Present
Prudential Capital Group August 2006 - June 2012
J. & W. Seligman & Co. September 2001 - August 2006
J.P. Morgan June 1999 - June 2001
Diversified Investment Advisors 1996 - 1999
PwC 1983 - 1996
Skills
Asset Managment, Valuation, Mutual Funds, Forecasting, Financial Reporting, Private Equity, Vendor Management, SEC filings, Staff Management, Staff Development, Fund Administration, 1940 Act, US GAAP reporting, Partnership Accounting, Budgets, Auditing, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Accounting
J.P. Morgan 2006 - Present
JPMorgan Chase 2001 - 2006
Chase 1999 - 2001
Chase 1997 - 1999
Chase 1988 - 1997
Skills
Banking, Business Strategy, Capital Markets, Commercial Banking, Derivatives, Equities, Fixed Income, Investment Banking, Leadership, Management, Marketing, Middle Market, Sales, Treasury Services, Portfolio Management, Corporate Finance, Risk Management
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
MBA, Finance
University of Maine 1979 — 1983
BS, Management
J.P. Morgan June 2015 - Present
Burson-Marsteller June 2014 - August 2014
Pittsburgh Post-Gazette June 2013 - August 2013
Omnicom Media Group June 2012 - August 2012
The Daily Orange September 2011 - May 2012
Skills
InDesign, Final Cut Express, AP Style, Editorial, Microsoft Office, Photoshop, iMovie, Cision, Factiva, Critical Mention, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Entrepreneurship and Emerging Enterprises, Business
Syracuse University - S.I. Newhouse School of Public Communications 2011 — 2015
Public Relations, Mass Communication/Media Studies
Winchester Thurston School 2007 — 2011
MorganFranklin Consulting September 2015 - Present
Fluent Grp September 2013 - Present
J.P. Morgan June 2014 - September 2015
EY June 2012 - August 2013
Prince George's County Courthouse June 2010 - August 2010
Jay Vending April 2008 - July 2008
Skills
PowerPoint, Microsoft Word, Leadership, Customer Service, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Access, Financial Reporting, Teamwork, Data Analysis, Outlook, Research, Public Speaking, Team Leadership, Event Planning, Event Management, Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Time Management, Facebook, Resume Writing, Interviews, News Writing, Communication, Interviewing Skills
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2014
Bachelor's degree, Accounting
J.P. Morgan July 2014 - November 2014
JPMorgan Chase July 2012 - July 2014
JPMorgan Chase January 2012 - May 2012
JP Morgan Chase June 2011 - January 2012
Kaltura June 2010 - August 2010
Dazzle Restaurant & Lounge May 2009 - August 2009
Skills
Finance, Risk Management, Management, Microsoft Excel, Salesforce.com, Marketing, Corporate Finance, Fixed Income, Access, Financial Reporting, Project Management, Process Improvement, Leadership, Strategic Planning, Internal Controls, Market Research, Business Strategy, Entrepreneurship, Business Development, Time Management, Teamwork, Financial Analysis, Bloomberg
Education
Syracuse University 2008 — 2012
Bachelor of Science (B.S.) [Dual Degree], Finance, Information Technology and Management
Denver East High School 2004 — 2008
Point72 Asset Management July 2015 - Present
J.P. Morgan January 2014 - June 2015
J.P. Morgan March 2013 - December 2013
J.P. Morgan December 2011 - March 2013
Orange Value Fund September 2009 - May 2011
Globe Op Financial Services June 2009 - January 2011
Gap Inc June 2006 - January 2009
Skills
Financial Modeling, Financial Analysis, Close Attention to..., Learning Quickly, Problem Solving, Analysis, Asset Management, Trading, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Investment Banking, Microsoft Excel, Equities, Fixed Income, Microsoft Office, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance/Economics/Mathematics, 3.71 GPA
J.P. Morgan May 2014 - Present
M3 Health May 2013 - January 2014
Jefferson Lakes Day Camp February 2013 - August 2013
Skills
Leadership, Public Speaking, Management, Positive Team Player, Microsoft Office, SharePoint, Operations Management, Critical Thinking, Detail Oriented, Collaboration, Ethical, Microsoft Word, PowerPoint, Bloomberg Terminal, SDLC
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance and Information Management & Technology
Roxbury High School 2008 — 2012
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS August 2012 - December 2012
UBS June 2012 - August 2012
Syracuse University August 2011 - May 2012
Syracuse University January 2011 - May 2012
Planning Sense Inc January 2011 - May 2012
Syracuse University February 2010 - May 2012
Say Yes to Education August 2010 - May 2011
Skills
PowerPoint, German, Microsoft Office, Access, Consult Works, Leadership, Excel, Word, Microsoft Excel, Finance, Investments, Microsoft Word
Education
Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science, Finance and Business Management
Syracuse University 2010 — 2014
Bachelor of Science (BS), Finance and Business Management, Junior
J.P. Morgan July 2012 - Present
The Home Depot October 2010 - April 2012
ING USA April 2007 - January 2009
Prudential Financial Co February 2005 - July 2006
AXA Equitable 2006 - 2006
Citigroup Asset Management May 2004 - March 2005
John Hancock, formaly known as Manulife January 1998 - May 2004
manulife wood logan 1996 - 2004
John Hancock, formaly known as Manulife March 1996 - January 1998
MCS Canon August 1989 - March 1993
Skills
Annuity marketing..., educating investment..., Public Speaking, Retirement Solutions, Annuities, Excellent communication..., Goal-oriented, Strong client relations, Strong organizational..., Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Investments, IRAs, Variable Annuities, Goal Oriented, Life Insurance, Financial Services, Wealth Management, Sales, 401k, Insurance
Education
Iona College 1995 — 2000
MBA, Finance
Syracuse University 1986 — 1989
BA, General Management & Political Science
Pelham Mem. HS
R.T. Hausler Strategic Marketing LLC March 2011 - Present
Beck, Mack & Oliver LLC2009 - 2011 2009 - 2011
Oppenheimer Capital 2006 - 2009
AllianceBernstein, LP January 2001 - January 2005
CIBC Oppenheimer Investment Advisers January 1999 - January 2001
Seligman Advisors 1997 - 1999
Federated Investors January 1995 - January 1997
The Fuji Bank and Trust Company January 1991 - January 1995
J.P. Morgan August 1978 - February 1991
Skills
Marketing Strategy, Product Management, Marketing Research, Portfolio Management, Strategic Planning, FINRA, Brand Management, Budgets, Series 6, Asset Managment, Mutual Funds, Investments, Alternative Investments, Wealth Management, Equities, Business Development, Asset Management, CRM, Marketing Documents, Leadership, Marketing, Strategy, Hedge Funds
Education
Syracuse University
B.S
Chaminade High School 1970 — 1974
Schreiner Fiduciary LLC July 2014 - Present
Westerman Family Office, LLC December 2011 - August 2013
Schreiner Fiduciary, LLC April 2006 - 2011
J.P. Morgan September 1987 - April 2006
First American Bank of Virginia June 1973 - September 1987
Education
The George Washington University - School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
Bachelor's Degree, Finance, General, Summa Cum Laude Graduate
JPMorgan Chase & Co. August 2015 - Present
Syracuse University August 2014 - May 2015
JPMorgan Chase September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
J.P. Morgan July 2013 - August 2013
Syracuse University, The School of Information Studies January 2013 - June 2013
Skills
Facebook, Social Media, Event Planning, Microsoft Excel..., PowerPoint, Microsoft Excel, Tutoring, Microsoft Office, Fundraising, Public Speaking
Education
Syracuse University 2011 — 2015
Bachelor of Science (BS), Accounting, IT
J.P. Morgan July 2015 - Present
Manning & Napier May 2014 - January 2015
Syracuse University Investment Club January 2014 - January 2015
Syracuse University Entrepreneurship Club December 2013 - December 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Sales, Training, Research, Leadership, Social Networking, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor’s Degree, Finance and Economics, GPA: 3.91
J.P. Morgan August 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan June 2013 - May 2014
J.P. Morgan June 2012 - May 2013
Harbor Business Credit May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor's degree, Accounting and Finance
City National Rochdale August 2015 - Present
New York Life Insurance Company May 2014 - August 2015
J.P. Morgan November 2011 - May 2014
JPMorgan Chase & Co July 2009 - November 2011
MetLife, Inc March 2008 - July 2009
Pantry Warehouse, LLC June 1997 - March 2008
Skills
Wealth Management, Investments, Loans, Series 6, Asset, Mutual Funds, Securities, Series 7, Credit, Financial Risk, Financial Services, Fixed Income, Equities, Retirement Planning, Branch Banking Sales, Call Tracking, Client Relationship..., Cold Calling Techniques, Competitive Sales, Customer Contact, Data Research and..., Management/Team..., PowerPoint Presentations, Private Equity, Procedure Development, Process Improvement, Product Knowledge, Prospect Meetings, Training and Mentoring, Investment Advisory, CRM, PowerPoint, Sales, Strategic Financial..., Portfolio Management, Financial Planning, Finance, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Finance, 3.7 GPA
University at Albany, State University of New 2002 — 2006
Bachelor of Arts, Economics
Port Chester High School 1998 — 2002
Diploma
J.P. Morgan July 2012 - Present
Syracuse University Community Fellows Program January 2010 - May 2012
Literacy Corps February 2009 - May 2012
World Learning May 2009 - August 2009
Citigroup June 2007 - August 2007
Law Office of Angela C. Femino October 2005 - March 2006
Skills
Spanish, Management, Relationship Management, Wealth Management, Portuguese, Private Banking, Microsoft Office, Cross-functional Team..., Microsoft Excel, Microsoft Word, PowerPoint, Windows Sharepoint..., Visio, Organization, Project Management, Strategic Planning, International Relations, Leadership, Public Speaking, Teamwork, Customer Service
Education
Syracuse University 2008 — 2012
B.A., International Relations, Economics, Spanish, 3.7 GPA
J.P. Morgan July 2014 - Present
Childrens Lighthouse May 2013 - Present
Education
The University of Texas at Arlington 2014 — 2015
Tarrant County College 2007 — 2010
Associate of Arts and Sciences (A.A.S.), Biology, General
J.P. Morgan 2014 - Present
Early Stage Digital Consumer Start-Up 2014 - 2014
Citi 2013 - 2014
Western Union Digital Ventures (Internet and Mobile) 2012 - 2013
Wells Fargo Company 2000 - 2012
American Express, Global Corporate Technologies September 2007 - 2008
Deloitte Consulting, Strategy and Operations 2003 - 2005
New York City Police Department, Legal Bureau January 1996 - May 1998
Skills
Strategy, Program Management, Strategic Planning, Product Management, Business Strategy, Start-ups, Cross-functional Team..., Integrated Marketing, Mobile Devices, Business Process..., Customer Experience, Web Analytics, Leadership, Management, Risk Management, Mergers & Acquisitions, Strategic Partnerships, Social Media, IT Strategy, Strategic Thinking, Change Management, Strategic Communications, Mobile Internet, Vendor Management, Management Consulting, Business Process, Executive Management, Business Development, Enterprise Software, Product Development, Building Relationships, mobile, Strategic Technology..., Process Improvement, Integration, Analysis, Project Planning, Project Portfolio..., SDLC, Business Analysis, Analytics, PMO, Competitive Analysis, E-commerce, Financial Services
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Strategy, IT Management, and Leadership
Syracuse University College of Law 1992 — 1995
JD, Litigation, Criminal and Employment Law
University of Michigan 1988 — 1992
BA, Political Science
J.P. Morgan July 2015 - Present
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Marketing/Marketing Management, Supply Chain Management
New York City Museum School 2007 — 2011
Advanced Regents Diploma With Honors
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan March 2010 - January 2015
J.P. Morgan March 2008 - March 2010
Bear Stearns & Company August 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - August 2007
Education
Syracuse University 2002 — 2006
Bachelor's Degree, History
Catholic Memorial
Catholic Memorial
EY August 2015 - Present
J.P. Morgan August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
UPRR, LLC May 2013 - September 2013
Simcha on the Hill May 2012 - September 2012
Dexter Corporation May 2011 - September 2011
Skills
Web Design, Marketing, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Market Research, Microsoft Word, Customer Service, Finance, Teamwork, Social Media, Corporate Finance, Leadership, Portfolio Management, Analysis, Analytics, Business Strategy, Data Analysis
Education
Syracuse University 2011 — 2015
Bachelor's degree, Finance, Suppy Chain Management, & Entrepreneurship
Swampscott High School 2007 — 2011
J.P. Morgan September 2014 - Present
J.P. Morgan October 2012 - September 2014
JP Morgan Chase June 2011 - September 2012
New York State Division of the Budget May 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelors of Science, Finance and Accounting
University College Dublin 2009 — 2009
UCD Erasmus Program, Arts
Dev Bootcamp February 2015 - Present
J.P. Morgan July 2011 - March 2015
J.P. Morgan July 2012 - July 2014
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2010 - August 2010
Syracuse University August 2009 - May 2010
Skills
Ruby on Rails, JavaScript, HTML, CSS, SQL, Ruby, Bootstrap, Visio, Business Analysis, RSpec, Microsoft Excel, PowerPoint, Financial Analysis, Project Management, Community Outreach, SDLC, Problem Solving, Financial Reporting, Communication, Business Process..., Professional Mentoring, Conflict Resolution, Business Requirements, Agile Methodologies, Scrum, Product Lifecycle..., Product Management, java, R, Git, Github, Analysis, Access, Strategic Planning, jQuery, Node.js, PostgreSQL, SASS
Education
Syracuse University - School of Information Studies (iSchool) 2008 — 2012
Bachelor of Science (B.S.), Information Management & Technology
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance
General Assembly - Product Management 2014 — 2014
Certificate in Product Management
J.P. Morgan June 2015 - August 2015
Friends Provident International November 2014 - December 2014
Syracuse University June 2013 - June 2014
Sigma Alpha Mu Fraternity 2014 - 2014
Neff Rentals February 2012 - August 2012
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Research, Event Planning, Customer Service, Teamwork, Time Management, Management, Social Networking, Finance, Photoshop
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor of Science (B.Bsc.) Finance and Accounting, Senior
Syracuse University - Maxwell School 2012 — 2016
Bachelor of Arts (B.A.) Economics
J.P. Morgan May 2015 - Present
Syracuse University January 2014 - May 2015
United Water April 2013 - August 2014
Say Yes to Education September 2011 - December 2013
Manhattan Beer Distributors June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, QuickBooks, PowerPoint, Outlook, Pro Series, Teamwork, Access, Budgets, Photoshop, Public Speaking, Business Planning, Social Media, Leadership, Event Planning, Research
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor’s Degree, Accounting
Pine Bush High School 2007 — 2011
High School, Advanced Regents With Honors
DuPont Capital Management December 2013 - Present
Dupont Capital Management June 2013 - December 2013
Aberdeen Asset Management December 2011 - June 2013
Delaware Investments January 2009 - November 2011
Citi September 2005 - December 2008
J.P. Morgan May 2004 - September 2005
UBS 2001 - 2002
Skills
Hedge Funds, Securities, Equities, Derivatives, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Bloomberg, Trading, Financial Risk, Investments, Portfolio Management, Investment Management, Private Equity, Options, Structured Products, Financial Analysis, Mergers & Acquisitions, Series 7, Asset Management
Education
Syracuse University 1996 — 2000
BA, Economics, Political Science
Strath Haven 1992 — 1996
J.P. Morgan July 2013 - Present
J.P. Morgan August 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Visio, Microsoft Office, Financial Analysis, Financial Statement..., Project Management, Fund Accounting, Fund Administration, Data Analysis, Strategic Planning, Problem Solving, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Syracuse University January 2014 - Present
J.P. Morgan June 2015 - August 2015
Giftports INC July 2014 - August 2014
Skills
PowerPoint, Programming, C++, C, Microsoft Word, C Language, Microsoft Excel, Microsoft Office
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Computer Engineering
Brooklyn Collegiate 2006 — 2012
High School Diploma
JPMorgan Chase October 2013 - Present
J.P. Morgan September 2011 - September 2013
JPMorgan Chase June 2010 - August 2010
Royal Bank of Scotland March 2010 - May 2010
Education
Syracuse University 2007 — 2011
BS, Finance
Summit High School 2003 — 2007
Starbucks June 2012 - Present
J.P. Morgan June 2010 - March 2011
Skills
Event Planning, Microsoft Excel, Customer Service, Oil Painting, Microsoft Office, PowerPoint, Research, Spanish, Blogging, Leadership, Management, Teamwork, Sales
Education
New York University Scps 2011 — 2012
Certificate, Art Business
Syracuse University 2005 — 2010
Bachelor of Arts, Art History
J.P. Morgan Asset Management August 2012 - Present
J.P. Morgan August 2010 - August 2012
J.P. Morgan October 2009 - May 2010
J.P. Morgan January 2009 - August 2009
GE May 2008 - August 2008
Education
Syracuse University 2006 — 2010
Bachelor’s Degree, Information Management & Marketing Management
J.P. Morgan July 2015 - Present
Orange Value Fund August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Skills
Investments, Bloomberg, Analytics, Finance, Bloomberg Terminal, Investment Banking, Financial Modeling, Private Equity, Mutual Funds, Portfolio Management, Investment Strategies, Microsoft Excel, PowerPoint, Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Word
Education
Syracuse University 2011 — 2015
Bachelor of Science (BS), Finance; Strategic Management, Magna Cum Laude
Norfolk Catholic High School 2007 — 2011
J.P. Morgan July 2015 - Present
JPMorgan Chase June 2014 - Present
Be Moxie September 2013 - Present
Charles Sterling Group September 2013 - April 2014
McLarty Associates January 2013 - May 2013
Hilton Worldwide October 2012 - May 2013
United States Department of Commerce September 2012 - December 2012
George Washington University June 2012 - August 2012
MicroStrategy October 2011 - May 2012
Office of United States [Shadow] Senator Paul Strauss June 2010 - December 2010
Skills
International Relations, Politics, Leadership, Research, Market Research, Economics, Public Speaking, Microsoft Office, International..., Government, Strategic Planning, Microsoft Word, Diplomacy, Policy, Brazilian Portuguese, SPSS, Snowboarding, Photoshop, Corporate Social..., Risk Monitoring, Risk Assessment, Market Access, Event Planning, Visio, Project Management, Project Planning, RDC, World Check, LexisNexis, OFAC, MIS, Court Cases, PowerPoint, Social Media, Community Outreach, Microsoft Excel, Public Policy, Analysis, Data Analysis, Management, Strategy, Policy Analysis, Program Management, Event Management
Education
The George Washington University 2011 — 2013
Master of Arts (M.A.), Latin American Studies, 3.8
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2007
Bachelor of Arts (B.A.), International Relations and Affairs
Nassau County Attorney's Office September 2014 - Present
Nassau County Attorney's Office May 2014 - August 2014
Greenbacker Group, LLC April 2013 - September 2013
Energy Infrastructure Partners June 2012 - January 2013
United Nations Development Programme September 2011 - December 2011
Schrier, Fiscella & Sussman May 2011 - August 2011
J.P. Morgan December 2008 - July 2010
J.P. Morgan July 2008 - December 2008
Standard & Poor's May 2007 - August 2007
Skills
Spanish, Haitian Creole, Economics
Education
Fordham University School of Law 2010 — 2013
Doctor of Law (J.D.)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Dual B.S., Finance & Entrepreneurship
J.P. Morgan 2005 - June 2015
J.P. Morgan 2003 - 2005
J.P. Morgan 2000 - 2003
J.P. Morgan 1999 - 2000
J.P. Morgan 1996 - 1999
Invex, Inc. November 1993 - April 1995
Smith Barney Shearson September 1990 - November 1993
Skills
Electronic Trading, FX Options, Equities, Trading Systems, Brokerage, Securities, Proprietary Trading, Capital Markets, Commodity, Portfolio Management, Bloomberg, Trading, Hedge Funds, Hedging, Derivatives, Series 7, Investments, Interest Rate..., Asset Management, Options, Investment Banking, Series 63, Financial Markets, Financial Analysis, Equity Derivatives, Bonds, Equity Trading, Alternative Investments, Financial Services, Management, Risk Management, Finance
Education
The University of Chicago - Booth School of Business
MBA, E-Commerce/Marketing
Syracuse University - Martin J. Whitman School of Management
BS, Finance
J.P. Morgan November 2014 - Present
ASCAP July 2013 - Present
ASCAP December 2012 - June 2013
CBS Corporation February 2012 - October 2012
Vic & Anthony's Steakhouse November 2011 - February 2012
Team for Research in Ubiquitous Technology (TRUST) June 2010 - May 2011
Syracuse University August 2009 - January 2011
Skills
Microsoft SQL Server, Unix, Agile Project Management, VBA, ITIL, Digital Media, SQL Server
Education
Syracuse University 2007 — 2011
Bachelor's, Information Management & Technology (BA)
Bethlehem Central High School 2003 — 2007
HS Diploma
J.P. Morgan June 2013 - Present
Orange Value Fund, LLC August 2012 - May 2013
UBS June 2012 - August 2012
The Orange Value Fund LLC May 2011 - June 2012
UBS Financial Services June 2010 - August 2010
Ford Wealth Management June 2009 - August 2010
Warwick Valley Financial Advisors June 2009 - August 2009
Skills
Investments, Bloomberg, Finance, Series 7, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
B.S., Finance and Accounting
mahwah
EY August 2015 - Present
J.P. Morgan June 2015 - August 2015
United Health Services (UHS) Finance Department June 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Budgets, Teamwork, Leadership, Research, Social Networking, Public Speaking, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor of Science (BS), Professional Accounting/CPA track, Junior
Vestal High School 2008 — 2012
J.P. Morgan June 2015 - Present
Syracuse University September 2011 - Present
Inn-Complete September 2014 - May 2015
Independent May 2014 - August 2014
Syracuse University January 2013 - May 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Spanish, Community Service, Windows, Windows 7, PowerPoint, Access, Outlook, Leadership, Customer Service, Team Leadership, Public Relations, Event Management, Photoshop, HTML, Data Analysis, System Administration, Programming, Adobe Acrobat
Education
Arts & Sciences 2011 — 2015
Bachelor of Science (BS), Spanish Language, Literature & Culture
Syracuse University 2011 — 2015
Bachelor of Science (BS), Information Management & Technology
BlackRock March 2015 - Present
J.P. Morgan August 2013 - February 2015
BlackRock October 2012 - August 2013
BlackRock April 2012 - October 2012
Tuck School of Business at Dartmouth College August 2011 - April 2012
Goldman Sachs Asset Management December 2010 - June 2011
Goldman Sachs Asset Management December 2008 - December 2010
Goldman Sachs Asset Management June 2007 - December 2008
ABC-Affiliate News Channel 9 June 2006 - May 2007
The Daily Orange January 2007 - April 2007
Skills
Series 7, Marketing Strategy, Equities, Marketing, Hedge Funds, Digital Marketing, Fixed Income, Bloomberg, Investments
Education
Syracuse University 2004 — 2007
Bachelor of Arts, Broadcast Journalism & International Relations
J.P. Morgan August 2014 - Present
Student Association January 2012 - December 2014
Syracuse University Investment Club January 2012 - May 2014
Acumen Solutions May 2012 - August 2012
Skills
Account Reconciliation, Accounting, Finance, Management, Matlab, Portfolio Management, Analysis, Financial Reporting, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance and Accounting, 3.5/4.0
J.P. Morgan June 2015 - August 2015
Ntiva, Inc. May 2014 - August 2014
Ntiva, Inc. May 2013 - August 2013
Performance Lacrosse September 2010 - July 2012
Verus Staffing Solutions LLC June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, HTML, Access, Windows, Computer Hardware, Customer Service, Research, Teamwork, Social Media, C++, English, Mac OS X, JavaScript, Java, OS X
Education
Syracuse University 2012 — 2016
Information Technology
Citi February 2012 - Present
Citi November 2010 - February 2012
J.P. Morgan 2008 - 2010
Bear Stearns July 2004 - July 2008
Wall Street IT Recruiting August 1996 - July 2004
Skills
Management Consulting, Technical Recruiting, Project Management, Portfolio Management, Financial Markets, Hedge Funds, Management, Program Management, Asset Managment, Strategy, Financial Risk, Change Management, Strategic Planning, Insurance, Process Improvement, Talent Acquisition, PeopleSoft, Performance Management, Deferred Compensation, Onboarding
Education
University of Connecticut 1994 — 1996
MS, Resource Economics
Syracuse University 1990 — 1993
Bachelors, Economics & Political Science
NASDAQ OMX May 2010 - Present
J.P. Morgan January 2007 - May 2010
Standard & Poor's June 2004 - February 2007
UBS Financial Services Inc. (formerly PaineWebber Inc January 1996 - January 2004
PaineWebber January 1998 - January 1999
PaineWebber January 1996 - January 1998
J. Juliano & Associates, Corp January 1994 - January 1996
Bankers Trust Company January 1990 - January 1994
Skills
Product Management, Risk Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, International Business/Organizational Behavior
Syracuse University 1986 — 1990
Bachelor of Science
Port Richmond HS
J.P. Morgan March 2015 - Present
BNY Mellon 2013 - 2015
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2011
Protiviti 2005 - 2007
Skills
IT Audit, SOX, Risk, Security, Operational Risk, IT Risk, Risk Mitigation, Risk Management, Operational Risk..., Risk Assessment, Business Continuity, Compliance, CISA, Internal Audit, Enterprise Risk..., Compliance Management, Internal Controls, Audit, Banking, Change Management, SAP, Risk Analysis, IT Governance, Sarbanes-Oxley Act, Financial Services, Trading Systems, Electronic Trading, FX trading, FX Derivatives, Capital Markets, Financial Risk, Governance, Securities, SAS70, Information Technology
Education
Syracuse University 2000 — 2004
Bachelor of Science, Information Management and Technology
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - June 2015
Bloomberg August 2011 - May 2013
Bloomberg LP August 2010 - August 2011
Bloomberg LP May 2009 - August 2009
Skills
Fixed Income, Bloomberg Terminal, Sales, Financial Markets, Bloomberg, Account Management, Series 7, Series 63
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing
Instituto Internacional - SU Madrid 2009 — 2009
Finance & Marketing
Global Silicon Valley Sustainability Partners September 2014 - Present
THiNKnrg 2014 - Present
Northeast Rugby Olympic Development Academy 2011 - Present
Pharos 2010 - Present
Elite Desert Ventures 2009 - Present
Village Lions Rugby Football Club 2009 - 2012
Millennium Capital Resources 2007 - 2010
Jefferies 2003 - 2007
Westmoreland Capital Management 2001 - 2003
J.P. Morgan 1991 - 2001
Skills
Leadership, Marketing Strategy, Event Management, Marketing, New Business Development, Management, Social Media, Strategy, Sports, Program Management, Coaching, Strategic Planning, Project Management, Public Relations, R, XML, Microsoft Excel, SQL, Business Development, Mergers & Acquisitions, Sales
Education
Syracuse University 2013 — 2014
Masters of Science, Information Management and Data Science
J.P. Morgan 1991 — 1995
Fiance Training Program, Finance
Syracuse University 1987 — 1991
Bachelor of Science (B.S.) with Honors, Information Management and Technology, Magna cum laude
Los Gatos High School 1983 — 1987
Andrew Davidson & Co., Inc March 2007 - Present
Lehman Brothers October 2005 - March 2007
J.P. Morgan March 1996 - November 2001
JPMorgan 1996 - 2001
Skills
Risk Management, Derivatives, Capital Markets, Credit Risk, Financial Modeling, Data Analysis, Fixed Income, Data Mining, SQL, Hedge Funds, Trading Systems, Portfolio Management, Valuation
Education
Syracuse University
Ph.D., Computer Science
Houlihan Lokey April 2014 - Present
Houlihan Lokey July 2010 - April 2014
Houlihan Lokey October 2008 - July 2010
Bear Stearns July 2007 - June 2008
J.P. Morgan May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Restructuring, Valuation, Investment Banking, Capital Markets, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management
B.S. & B.A., Finance, Economics
Ralph Lauren June 2015 - Present
National Grid June 2012 - May 2015
J.P. Morgan January 2011 - May 2012
Skills
Leadership, Microsoft Office, PowerPoint, Social Media, Research, Business Analysis, Data Analysis, Access, Time Management, Public Relations, Spanish, Project Management, Microsoft Excel, Project Planning, Microsoft Word
Education
Syracuse University 2008 — 2012
Bachelor of Science (B.S.), Information Science/Studies
J.P. Morgan July 2013 - Present
J.P. Morgan December 2010 - June 2013
J.P. Morgan July 2009 - November 2010
Citigroup April 2008 - May 2008
Samet & Company PC 2007 - 2008
Skills
Bloomberg, Chartered Financial..., Fixed Income, Hedge Funds, Financial Modeling, Valuation, Equities, Series 7, Bloomberg Terminal, Equity Research, Derivatives, Alternative Investments, Portfolio Management, Investments, Series 63, Private Equity, Securities, Mutual Funds, Asset Management, Wealth Management
Education
Syracuse University 2005 — 2009
B.S., Accounting, Finance
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance, Accounting
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
SecondMarket, Inc. August 2009 - December 2010
Bank of America May 2005 - February 2009
J.P. Morgan January 2002 - May 2005
J.P. Morgan September 2000 - January 2002
Skills
Derivatives, Equity Trading, Equities, Series 7, Series 63, Trading, Series 24, Broker-Dealer Compliance, Broker-Dealer Operations, Regulatory Examinations
Education
Syracuse University
Bachelor's degree, Finance, General
J.P. Morgan 2012 - 2014
J.P. Morgan 2010 - 2012
United States Department of the Treasury: Bureau of Fiscal Service 2007 - 2008
Education
Syracuse University 2006 — 2010
Bachelor, Information Management and Technology
Syracuse University 2006 — 2010
Bachelor's degree, Information Management Technology
J.P. Morgan April 2015 - Present
J.P. Morgan February 2013 - April 2015
J.P. Morgan January 2012 - February 2013
J.P. Morgan April 2011 - January 2012
JPMorgan Chase July 2010 - April 2011
J.P. Morgan May 2009 - August 2009
Skills
Strategy, Equities, Financial Analysis, Internal Controls, Change Management, Project Management, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Accounting & Finance
CIBC World Markets January 2014 - Present
CIBC World Markets October 2007 - January 2014
J.P. Morgan 2005 - 2007
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Risk Management, Portfolio Management, Alternative Investments, Investments, Structured Products
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Finance, General
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - August 2014
J.P. Morgan August 2010 - July 2012
J.P. Morgan January 2008 - August 2010
New Line Capital May 2006 - August 2006
Skills
Bloomberg, Credit, Emerging Markets, Equities, Securitization, Fund Accounting, Middle Office, Internal Controls, Financial Risk, Securities, Capital Markets, FX Options, Trading, Financial Analysis, Settlement, Fixed Income, Financial Modeling, Investment Banking, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance
Goldman Sachs May 2012 - Present
Susquehanna International Group June 2011 - April 2012
J.P. Morgan June 2008 - May 2011
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance & Economics
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Vilage & Company, LLC June 2012 - August 2013
SustainableFox June 2011 - August 2011
Rock Royal Technologies Group January 2011 - August 2011
Syracuse University January 2011 - May 2011
Skills
Management, Operations Management, Administration, Invoicing, Competitive Analysis, Research, Business Planning, Accounts Payable, Accounts Receivable, Cash Flow, Program Management, Microsoft Excel, Finance, Corporate Finance, Real Estate Development, Real Estate, Property Management, Alternative Investments, Financial Analysis, Data Analysis, Team Leadership, Process Improvement, Microsoft Word, Real Estate Economics, Social Media, Commercial Real Estate, Real Estate Financing, Real Estate Transactions
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2015
Bachelor's Degree, Finance and Real Estate
J.P. Morgan April 2015 - Present
Bank of America June 2012 - March 2015
Bloomberg LP July 2002 - June 2012
Skills
Object Oriented Design, C++, C, XML, Unix, Perl, Agile Methodologies, SQL, Java, SOA
Education
Syracuse University 1999 — 2001
Master's Degree, Computer Engineering
University of Madras 1995 — 1999
Bachelor or Engineering, Computer Science
J.P. Morgan March 2013 - Present
J.P. Morgan January 2011 - March 2013
J.P. Morgan 2009 - 2011
J.P. Morgan May 2007 - March 2009
J.P. Morgan July 2006 - April 2007
Skills
Fixed Income, Series 7, Product Management, Structured Products, Series 63, Investments, Sales Management, Business Strategy, Equities, Portfolio Management, Project Management, Operations Management, Sales Operations, Finance, Alternative Investments, Investment Management, Hedge Funds
Education
Syracuse University 2002 — 2006
BS, Finance, Accounting
Bank of America Merrill Lynch 2006 - Present
Societe Generale 2005 - 2006
RiskMetrics Group 1999 - 2005
J.P. Morgan 1995 - 1999
Skills
Data Management, Data Modeling, Software Project..., Business Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
M.S., Management Information Systems
Syracuse University 1991 — 1995
B.S., Information Management and Technology
Morgan Stanley July 1994 - September 2006
J.P. Morgan June 1982 - July 1994
Columbia University September 1979 - June 1982
University of Virginia August 1978 - June 1979
Governor's Office, Commonwealth of Pennsylvania July 1971 - June 1972
Skills
Equities, Financial Modeling, Government, Program Management, Editing, Investment Banking, Bonds, Series 7, Finance, Financial Analysis, Financial Structuring, Securities, Investments, Valuation, Credit, Nonprofits, Fixed Income, Management, Asset Management, Financial Advisory, Capital Markets
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1974 — 1978
Doctor of Philosophy (Ph.D.), Public Administration
Syracuse University - Maxwell School of Citizenship and Public Affairs 1974 — 1978
MPA, Public Administration
The George Washington University 1967 — 1969
MA Education, Rehabilitation Counseling
The Catholic University of America 1963 — 1967
AB, Psychology
J.P. Morgan chase August 2011 - Present
J.P. Morgan August 2011 - Present
Albertsons June 2009 - August 2011
Starbucks November 2007 - May 2008
Education
Tarleton State University 2013 — 2015
Bachelor's Degree, Human Resources Management, Junior
Tarrant County College 2010 — 2013
Associate's Degree, Art/Studies, General
Green B. Trimble Technical High School 2004 — 2008
High School diploma
J.P. Morgan July 2013 - Present
HSBC August 2007 - March 2013
J.P. Morgan March 2004 - July 2007
Goldman Sachs October 1999 - February 2004
Skills
Equity Trading, Proprietary Trading, Stock Trading, US Equities, Asian markets, Trading, FX Options, Risk Management, Equities, Portfolio Management, Options, Finance, Derivatives, Capital Markets, Bloomberg, Trading Systems, Fixed Income
Education
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
J.P. Morgan July 2007 - October 2014
Comerica Bank September 2002 - December 2005
Skills
PowerPoint, Lockbox, ten-key by touch, Data Entry, attention to detail, Microsoft Excel, Microsoft Word, Access, Accounts Payable, Customer Service, Receptionist Duties, Clerical Skills, IBM AS/400, OPEX, PC
Education
Tarrant County College 2013 — 2016