J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Larry Baker Larry Baker's J.P. Morgan Experience 2006 - 2008
Job CoFounder at Bolstr
Industry Internet
Experience
Bolstr 2011 - Present
Nautilus Solar Energy, LLC 2010 - 2011
LS Power 2008 - 2010
J.P. Morgan 2006 - 2008
Maine Lobsterman 1996 - 2002
Skills
Financial Modeling, Private Equity, Financial Analysis, Mergers, Valuation, Due Diligence, Start-ups, Investment Banking, Entrepreneurship, Corporate Finance, Investments, Strategic Planning, Mergers & Acquisitions, Strategic Partnerships
Education
Bentley University 2002 — 2006
BS, Finance
Bolstr 2011 - Present
Nautilus Solar Energy, LLC 2010 - 2011
LS Power 2008 - 2010
J.P. Morgan 2006 - 2008
Maine Lobsterman 1996 - 2002
Skills
Financial Modeling, Private Equity, Financial Analysis, Mergers, Valuation, Due Diligence, Start-ups, Investment Banking, Entrepreneurship, Corporate Finance, Investments, Strategic Planning, Mergers & Acquisitions, Strategic Partnerships
Education
Bentley University 2002 — 2006
BS, Finance
Ray Blanchard Ray Blanchard's J.P. Morgan Experience August 1997 - March 1999
Job Sr. Director, Head of Global Strategic Technology Partnerships, VMware
Industry Information Technology and Services
Experience
VMware November 2010 - Present
SAP September 2009 - October 2010
Saratoga Research & Investment Management March 2009 - September 2009
TrueDemand Software (Acq. by Acosta Sales & Marketing) March 2004 - March 2009
Mayfield Fund January 2004 - August 2004
SAP October 2001 - January 2004
Revolution Ventures December 2000 - January 2002
Needham & Company April 1999 - December 2000
J.P. Morgan August 1997 - March 1999
Morgan Stanley November 1996 - August 1997
Skills
GSD, SaaS, Enterprise Software, Cloud Computing, Corporate Finance, M&A execution, Venture Capital, Private Equity, Public Speaking, Published Author, Entrepreneurship, Mobile Devices, Business Alliances, Mobile Applications, Business Development, Business Strategy, Business Intelligence, Start-ups, Strategy, CRM, Go-to-market Strategy, Leadership, Operational Execution, Deal Execution, Program Management, Management, Business Process, Strategic Partnerships, Product Development, Corporate Development, Product Management, Competitive Analysis, Executive Management, Product Marketing, Mergers
Education
Harvard University 1990 — 1995
AB, Economics, Summa Cum Laude
Beijing International Studies University 1993 — 1994
Mandarin
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1993 — 1993
Econ/Parliamentary Reform
Semester at Sea ("SAS") 1992 — 1992
Econ
VMware November 2010 - Present
SAP September 2009 - October 2010
Saratoga Research & Investment Management March 2009 - September 2009
TrueDemand Software (Acq. by Acosta Sales & Marketing) March 2004 - March 2009
Mayfield Fund January 2004 - August 2004
SAP October 2001 - January 2004
Revolution Ventures December 2000 - January 2002
Needham & Company April 1999 - December 2000
J.P. Morgan August 1997 - March 1999
Morgan Stanley November 1996 - August 1997
Skills
GSD, SaaS, Enterprise Software, Cloud Computing, Corporate Finance, M&A execution, Venture Capital, Private Equity, Public Speaking, Published Author, Entrepreneurship, Mobile Devices, Business Alliances, Mobile Applications, Business Development, Business Strategy, Business Intelligence, Start-ups, Strategy, CRM, Go-to-market Strategy, Leadership, Operational Execution, Deal Execution, Program Management, Management, Business Process, Strategic Partnerships, Product Development, Corporate Development, Product Management, Competitive Analysis, Executive Management, Product Marketing, Mergers
Education
Harvard University 1990 — 1995
AB, Economics, Summa Cum Laude
Beijing International Studies University 1993 — 1994
Mandarin
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1993 — 1993
Econ/Parliamentary Reform
Semester at Sea ("SAS") 1992 — 1992
Econ
Lili Peng Lili Peng's J.P. Morgan Experience June 2015 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Lavazza February 2015 - May 2015
Tactique October 2014 - January 2015
Massimo Gallotta Productions LTD October 2014 - January 2015
Mercedes-Benz USA July 2012 - January 2013
EY January 2012 - March 2012
Standard Chartered Bank July 2011 - September 2011
Energy Group July 2010 - August 2010
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Finance, Cost Accounting, Accounting, Business Strategy, Investments, US GAAP, US Tax, Time Management, Distributed Team..., PowerPoint, Data Analysis, Analysis, Microsoft Excel, Auditing, Microsoft Office, Internal Controls, Management
Education
William E. Simon School of Business 2013 — 2014
Master of Science in Business Administration, Accountancy
Beijing Language and Culture University 2009 — 2013
Bachelor's Degree, Accounting
J.P. Morgan June 2015 - Present
Lavazza February 2015 - May 2015
Tactique October 2014 - January 2015
Massimo Gallotta Productions LTD October 2014 - January 2015
Mercedes-Benz USA July 2012 - January 2013
EY January 2012 - March 2012
Standard Chartered Bank July 2011 - September 2011
Energy Group July 2010 - August 2010
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Finance, Cost Accounting, Accounting, Business Strategy, Investments, US GAAP, US Tax, Time Management, Distributed Team..., PowerPoint, Data Analysis, Analysis, Microsoft Excel, Auditing, Microsoft Office, Internal Controls, Management
Education
William E. Simon School of Business 2013 — 2014
Master of Science in Business Administration, Accountancy
Beijing Language and Culture University 2009 — 2013
Bachelor's Degree, Accounting
Danielle Herd Webb Danielle Herd Webb's J.P. Morgan Experience November 2004 - February 2014
Job Senior Vice President
Industry Banking
Experience
Texas Bank and Trust May 2014 - Present
J.P. Morgan November 2004 - February 2014
J.P. Morgan January 2004 - November 2004
J.P. Morgan Chase November 2001 - January 2004
Bank One June 1999 - November 2001
Skills
Banking
Education
Baylor University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Texas Bank and Trust May 2014 - Present
J.P. Morgan November 2004 - February 2014
J.P. Morgan January 2004 - November 2004
J.P. Morgan Chase November 2001 - January 2004
Bank One June 1999 - November 2001
Skills
Banking
Education
Baylor University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Kyle Tzeo's J.P. Morgan Experience October 2014 - Present
Job Sales Associate at Banana Republic
Industry Retail
Experience
J.P. Morgan October 2014 - Present
Banana Republic June 2013 - August 2015
Banana Republic May 2012 - June 2013
Panera Bread September 2011 - December 2012
Skills
Sales, Customer Service, Food Service, Customer Satisfaction, Sales Operations, Retail Sales, Customer Experience, Leadership Development, Cashiering, Time Management, Retail, Inventory Management, Loss Prevention, Data Entry, Merchandising, Store Management, PowerPoint, Microsoft Word, Training, Employee Training, Teamwork
Education
De Anza College 2013 — 2014
Biology, General
Bellevue College 2012 — 2013
Biology, General
Seattle University 2011 — 2012
Biology, General
California State University-East Bay
Bachelor of Science (B.S.), Animal Physiology
J.P. Morgan October 2014 - Present
Banana Republic June 2013 - August 2015
Banana Republic May 2012 - June 2013
Panera Bread September 2011 - December 2012
Skills
Sales, Customer Service, Food Service, Customer Satisfaction, Sales Operations, Retail Sales, Customer Experience, Leadership Development, Cashiering, Time Management, Retail, Inventory Management, Loss Prevention, Data Entry, Merchandising, Store Management, PowerPoint, Microsoft Word, Training, Employee Training, Teamwork
Education
De Anza College 2013 — 2014
Biology, General
Bellevue College 2012 — 2013
Biology, General
Seattle University 2011 — 2012
Biology, General
California State University-East Bay
Bachelor of Science (B.S.), Animal Physiology
Mark DeAngelis Mark DeAngelis's J.P. Morgan Experience September 2014 - Present
Job Associate, Investment Bank Compliance at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - August 2014
J.P. Morgan May 2013 - August 2013
The Lawyering & Legal Writing Center, Benjamin N. Cardozo School of Law August 2012 - May 2013
Hon. Debra Freeman, U.S. District Court, Southern District of New York August 2012 - November 2012
Hon. Denis R. Hurley, U.S. District Court, Eastern District of New York May 2012 - August 2012
Financial Industry Regulatory Authority (FINRA) June 2010 - August 2010
Lincoln Financial Group April 2009 - August 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Juris Doctor, Cum Laude, Corporate Law
Erivan K. Haub School of Business, Saint Joseph's University 2007 — 2011
Bachelor of Science, Magna Cum Laude, Finance and Economics
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - August 2014
J.P. Morgan May 2013 - August 2013
The Lawyering & Legal Writing Center, Benjamin N. Cardozo School of Law August 2012 - May 2013
Hon. Debra Freeman, U.S. District Court, Southern District of New York August 2012 - November 2012
Hon. Denis R. Hurley, U.S. District Court, Eastern District of New York May 2012 - August 2012
Financial Industry Regulatory Authority (FINRA) June 2010 - August 2010
Lincoln Financial Group April 2009 - August 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Juris Doctor, Cum Laude, Corporate Law
Erivan K. Haub School of Business, Saint Joseph's University 2007 — 2011
Bachelor of Science, Magna Cum Laude, Finance and Economics
Rick Rodman Rick Rodman's J.P. Morgan Experience January 1989 - November 1999
Job Senior Vice President & Middle Market Section Manager
Industry Banking
Experience
Capital One Bank April 2014 - Present
Bank of America Merrill Lynch February 2004 - April 2014
EY November 1999 - March 2001
J.P. Morgan January 1989 - November 1999
Skills
Sales, Credit, Banking, Treasury Management, Relationship Management, Retail Banking, Commercial Banking, Loans, Commercial Lending, Mortgage Lending, Loan Origination, Leadership, Credit Analysis, Portfolio Management, Finance
Education
Baylor University - Hankamer School of Business 1988 — 1988
Master of Business Administration (M.B.A.), Finance
Baylor University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Capital One Bank April 2014 - Present
Bank of America Merrill Lynch February 2004 - April 2014
EY November 1999 - March 2001
J.P. Morgan January 1989 - November 1999
Skills
Sales, Credit, Banking, Treasury Management, Relationship Management, Retail Banking, Commercial Banking, Loans, Commercial Lending, Mortgage Lending, Loan Origination, Leadership, Credit Analysis, Portfolio Management, Finance
Education
Baylor University - Hankamer School of Business 1988 — 1988
Master of Business Administration (M.B.A.), Finance
Baylor University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Jonathan Hamilton Jonathan Hamilton's J.P. Morgan Experience June 2012 - September 2014
Job Private Equity Analyst at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group October 2014 - Present
J.P. Morgan June 2012 - September 2014
Baylor University August 2008 - May 2012
Baylor Angel Network January 2011 - April 2012
J.P. Morgan June 2011 - August 2011
Watson & Taylor Management, Inc. May 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Finance, Investment Banking
Education
Baylor University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Fellows, Finance
The Blackstone Group October 2014 - Present
J.P. Morgan June 2012 - September 2014
Baylor University August 2008 - May 2012
Baylor Angel Network January 2011 - April 2012
J.P. Morgan June 2011 - August 2011
Watson & Taylor Management, Inc. May 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Finance, Investment Banking
Education
Baylor University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Fellows, Finance
Mengmeng Shao's J.P. Morgan Experience July 2010 - March 2011
Job Senior Financial Analyst at CNA Insurance (Corporate Development)
Industry Financial Services
Experience
CNA Insurance August 2015 - Present
CNA Insurance October 2013 - August 2015
Oldcastle June 2012 - June 2013
Fuqua School of Business July 2011 - May 2012
CITIC Securities April 2011 - June 2011
J.P. Morgan July 2010 - March 2011
A.T. Kearney March 2010 - June 2010
Edelman September 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Financial Reporting, Data Analysis, Chinese, Analysis, Microsoft Office, Hyperion Enterprise, Financial Modeling, PowerPoint, Viewpoint, SOX 404, Finance, Due Diligence, Accounting, Excel, Merlin
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Management Studies (MMS), Business, 3.9
Beijing Foreign Studies University 2007 — 2011
Bachelor of Arts, Economics, English Literature, 3.8
CNA Insurance August 2015 - Present
CNA Insurance October 2013 - August 2015
Oldcastle June 2012 - June 2013
Fuqua School of Business July 2011 - May 2012
CITIC Securities April 2011 - June 2011
J.P. Morgan July 2010 - March 2011
A.T. Kearney March 2010 - June 2010
Edelman September 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Financial Reporting, Data Analysis, Chinese, Analysis, Microsoft Office, Hyperion Enterprise, Financial Modeling, PowerPoint, Viewpoint, SOX 404, Finance, Due Diligence, Accounting, Excel, Merlin
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Management Studies (MMS), Business, 3.9
Beijing Foreign Studies University 2007 — 2011
Bachelor of Arts, Economics, English Literature, 3.8
Christopher Whalen Christopher Whalen's J.P. Morgan Experience September 2010 - May 2012
Job Vice President at State Street Corporation
Industry Capital Markets
Experience
State Street Corporation August 2015 - Present
State Street Corporation May 2012 - August 2015
J.P. Morgan September 2010 - May 2012
State Street Global Advisors December 2007 - September 2010
State Street Corporation March 2004 - December 2007
Pilkington N.A. June 2000 - March 2004
Skills
Hedge Funds, Accounting, Corporate Finance, Capital Markets, Finance, Financial Services
Education
Cornell University
Graduate Certificate in Executive Leadership
Suffolk University
Master of Science, Accountancy
Bentley University
Bachelor of Science, Accountancy
State Street Corporation August 2015 - Present
State Street Corporation May 2012 - August 2015
J.P. Morgan September 2010 - May 2012
State Street Global Advisors December 2007 - September 2010
State Street Corporation March 2004 - December 2007
Pilkington N.A. June 2000 - March 2004
Skills
Hedge Funds, Accounting, Corporate Finance, Capital Markets, Finance, Financial Services
Education
Cornell University
Graduate Certificate in Executive Leadership
Suffolk University
Master of Science, Accountancy
Bentley University
Bachelor of Science, Accountancy
Jared Brimberry Jared Brimberry's J.P. Morgan Experience July 2012 - Present
Job Leveraged Finance Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2012 - Present
Baylor University August 2009 - May 2012
Phillip M. Dorr Alumni and Friends Investment Fund August 2011 - December 2011
J.P. Morgan May 2011 - August 2011
Buckner Children and Family Services May 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Economics, Quantitative Analytics, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Public Speaking
Education
Baylor University 2008 — 2012
Bachelor of Business Administration (BBA), Economics
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Fellows
J.P. Morgan July 2012 - Present
Baylor University August 2009 - May 2012
Phillip M. Dorr Alumni and Friends Investment Fund August 2011 - December 2011
J.P. Morgan May 2011 - August 2011
Buckner Children and Family Services May 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Economics, Quantitative Analytics, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Public Speaking
Education
Baylor University 2008 — 2012
Bachelor of Business Administration (BBA), Economics
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Fellows
Patrick Bitting Patrick Bitting's J.P. Morgan Experience June 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
JPMorgan Chase June 2014 - Present
MathisAbbe Financial Advisors December 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Phil M. Dorr Alumni and Friends Endowed Investment Fund January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Financial Modeling, Finance, Microsoft Office 2007
Education
Baylor University 2010 — 2014
BBA, Finance, General
Baylor University 2010 — 2014
BBA, Economics
JPMorgan Chase June 2014 - Present
MathisAbbe Financial Advisors December 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Phil M. Dorr Alumni and Friends Endowed Investment Fund January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Financial Modeling, Finance, Microsoft Office 2007
Education
Baylor University 2010 — 2014
BBA, Finance, General
Baylor University 2010 — 2014
BBA, Economics
Melinda McAlister Melinda McAlister's J.P. Morgan Experience 1987 - 2000
Job Senior Vice President / Senior Trust OfficerUS Trust
Industry Financial Services
Experience
U.S. Trust September 2002 - Present
Wells Fargo 2001 - 2002
J.P. Morgan 1987 - 2000
Skills
Financial Planning, Marketing, Administration, Private Banking, Wealth Management, Trust Services
Education
Baylor University 1980 — 1982
Bachelor of Science (B.S.)
The University of Texas at Austin 1978 — 1980
U.S. Trust September 2002 - Present
Wells Fargo 2001 - 2002
J.P. Morgan 1987 - 2000
Skills
Financial Planning, Marketing, Administration, Private Banking, Wealth Management, Trust Services
Education
Baylor University 1980 — 1982
Bachelor of Science (B.S.)
The University of Texas at Austin 1978 — 1980
Lee P Ward Lee P Ward's J.P. Morgan Experience March 2011 - May 2013
Job Wealth Advisor Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2013 - Present
J.P. Morgan March 2011 - May 2013
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 63, Series 65, Group 1, Chartered Financial...
Education
Texas Christian University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Baylor University 1998 — 2000
Wells Fargo Private Bank May 2013 - Present
J.P. Morgan March 2011 - May 2013
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 63, Series 65, Group 1, Chartered Financial...
Education
Texas Christian University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Baylor University 1998 — 2000
M. Chad Richwine, CFP® M. Chad Richwine, CFP®'s J.P. Morgan Experience May 2004 - May 2012
Job Associate at Akin Gump Strauss Hauer & Feld LLP
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP November 2013 - Present
Kelly Hart & Hallman LLP September 2012 - November 2013
J.P. Morgan May 2004 - May 2012
Synergy Bank, SSB May 2002 - December 2003
Vector Capital May 2001 - August 2001
Skills
Legal Research, Legal Writing, Real Estate, Real Estate Transactions, Series 7, Banking, Buy-sell Agreements, Westlaw, Commercial Real Estate, Finance
Education
Texas Wesleyan University School of Law 2008 — 2012
JD
Baylor University 1999 — 2003
Bachelor of Business Administration (BBA), Financial Planning and Services; MIS
Akin Gump Strauss Hauer & Feld LLP November 2013 - Present
Kelly Hart & Hallman LLP September 2012 - November 2013
J.P. Morgan May 2004 - May 2012
Synergy Bank, SSB May 2002 - December 2003
Vector Capital May 2001 - August 2001
Skills
Legal Research, Legal Writing, Real Estate, Real Estate Transactions, Series 7, Banking, Buy-sell Agreements, Westlaw, Commercial Real Estate, Finance
Education
Texas Wesleyan University School of Law 2008 — 2012
JD
Baylor University 1999 — 2003
Bachelor of Business Administration (BBA), Financial Planning and Services; MIS
Joshua Plunk Joshua Plunk's J.P. Morgan Experience December 2004 - August 2007
Job Tax Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn August 2007 - Present
J.P. Morgan December 2004 - August 2007
Skills
Tax, Estate Planning, Trusts, Gift Tax, High Net Worth...
Education
Baylor University - Hankamer School of Business 1999 — 2003
Master of Accountancy, Accounting
Whitley Penn August 2007 - Present
J.P. Morgan December 2004 - August 2007
Skills
Tax, Estate Planning, Trusts, Gift Tax, High Net Worth...
Education
Baylor University - Hankamer School of Business 1999 — 2003
Master of Accountancy, Accounting
Doug Bortner, CFA's J.P. Morgan Experience 2012 - 2015
Job Risk Associate at Sound Point Capital Management, LP
Industry Investment Banking
Experience
Sound Point Capital Management, LP 2015 - Present
J.P. Morgan 2012 - 2015
UBS Investment Bank 2011 - 2012
UniCredit Markets & Investment Banking January 2011 - June 2011
UBS Financial Services Inc May 2009 - August 2009
UBS Financial Services Inc May 2008 - August 2008
Skills
Bloomberg, Morningstar, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Fixed Income, Financial Modeling, Equities, Capital Markets, Hedge Funds, Finance, Valuation, Portfolio Management, Economics, Financial Markets, Investments, Trading, Market Risk, Credit, Wealth Management, Derivatives, Financial Analysis, Analysis, VBA, Accounting, Asset Management, Management, Financial Reporting, Corporate Finance
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
Sound Point Capital Management, LP 2015 - Present
J.P. Morgan 2012 - 2015
UBS Investment Bank 2011 - 2012
UniCredit Markets & Investment Banking January 2011 - June 2011
UBS Financial Services Inc May 2009 - August 2009
UBS Financial Services Inc May 2008 - August 2008
Skills
Bloomberg, Morningstar, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Fixed Income, Financial Modeling, Equities, Capital Markets, Hedge Funds, Finance, Valuation, Portfolio Management, Economics, Financial Markets, Investments, Trading, Market Risk, Credit, Wealth Management, Derivatives, Financial Analysis, Analysis, VBA, Accounting, Asset Management, Management, Financial Reporting, Corporate Finance
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
Sarah Dunagin's J.P. Morgan Experience July 2011 - Present
Job Relationship Manager
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
Skills
Management, Banking, Higher Education, Portfolio Management, Credit Analysis, Finance, Healthcare, Commercial Banking, Due Diligence
Education
Baylor University
Baylor University - Hankamer School of Business
Baylor Business Fellows and Economics, Minors: Mathematics and Religion
J.P. Morgan July 2011 - Present
Skills
Management, Banking, Higher Education, Portfolio Management, Credit Analysis, Finance, Healthcare, Commercial Banking, Due Diligence
Education
Baylor University
Baylor University - Hankamer School of Business
Baylor Business Fellows and Economics, Minors: Mathematics and Religion
Shawn Seibert, CPA, MBA's J.P. Morgan Experience May 2010 - December 2011
Job Advanced Staff Accountant at Strothman+Co
Industry Accounting
Experience
Strothman+Co January 2014 - Present
Outback Steakhouse January 2012 - December 2013
J.P. Morgan May 2010 - December 2011
Skills
Account Reconciliation, Financial Accounting, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Bellarmine University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Bellarmine University 2009 — 2013
Master of Business Administration (M.B.A.), Accounting
Strothman+Co January 2014 - Present
Outback Steakhouse January 2012 - December 2013
J.P. Morgan May 2010 - December 2011
Skills
Account Reconciliation, Financial Accounting, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Bellarmine University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Bellarmine University 2009 — 2013
Master of Business Administration (M.B.A.), Accounting
Henrique de Freitas's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - July 2014
Anheuser-Busch InBev August 2013 - August 2013
AmBev 2012 - 2012
Pontomobi June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering
Beijing Normal University 2013 — 2013
Certificate, Intermediate Intensive Mandarin Chinese
Colegio Visconde de Porto Seguro I 2000 — 2009
High School Diploma, Bilingual Portuguese-German Curriculum
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - July 2014
Anheuser-Busch InBev August 2013 - August 2013
AmBev 2012 - 2012
Pontomobi June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering
Beijing Normal University 2013 — 2013
Certificate, Intermediate Intensive Mandarin Chinese
Colegio Visconde de Porto Seguro I 2000 — 2009
High School Diploma, Bilingual Portuguese-German Curriculum
Cheryl Boyd's J.P. Morgan Experience June 2009 - July 2009
Job Senior Consultant Wealth and Asset Management
Industry Financial Services
Experience
Ernst & Young June 2010 - Present
Layne Christensen December 2009 - May 2010
J.P. Morgan June 2009 - July 2009
LTX Corporation June 2008 - August 2008
SolmeteX, Inc June 2006 - August 2006
Skills
Accounting, Competitive Analysis, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, Finance
Education
Bentley University 2006 — 2010
BS, Corporate Finance and Accounting
Ernst & Young June 2010 - Present
Layne Christensen December 2009 - May 2010
J.P. Morgan June 2009 - July 2009
LTX Corporation June 2008 - August 2008
SolmeteX, Inc June 2006 - August 2006
Skills
Accounting, Competitive Analysis, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, Finance
Education
Bentley University 2006 — 2010
BS, Corporate Finance and Accounting
Sean Roos Sean Roos's J.P. Morgan Experience December 2014 - March 2015
Job Compliance Associate at Morgan Stanley (through Axiom)
Industry Law Practice
Experience
Morgan Stanley April 2015 - September 2015
J.P. Morgan December 2014 - March 2015
Sandell Asset Mgmt. September 2014 - December 2014
Chart Prophet Capital August 2012 - July 2014
Weitz & Luxenberg June 2011 - August 2011
The Honorable Gary F. Knobel, Hempstead District Court, Hempstead, NY May 2010 - September 2010
Dewey & LeBoeuf LLP June 2007 - January 2009
Skills
Operations Management, Legal, Analysis, Investments, Trials, Management, Hedge Funds, Criminal Law, Training, Equities, Mutual Funds, Appeals, Funding, Dispute Resolution, Outlook, Mergers & Acquisitions, Hearings, Due Diligence, Securities, Litigation Support, Estate Planning, Legal Research, Courts, Litigation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.)
Rutgers University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
Morgan Stanley April 2015 - September 2015
J.P. Morgan December 2014 - March 2015
Sandell Asset Mgmt. September 2014 - December 2014
Chart Prophet Capital August 2012 - July 2014
Weitz & Luxenberg June 2011 - August 2011
The Honorable Gary F. Knobel, Hempstead District Court, Hempstead, NY May 2010 - September 2010
Dewey & LeBoeuf LLP June 2007 - January 2009
Skills
Operations Management, Legal, Analysis, Investments, Trials, Management, Hedge Funds, Criminal Law, Training, Equities, Mutual Funds, Appeals, Funding, Dispute Resolution, Outlook, Mergers & Acquisitions, Hearings, Due Diligence, Securities, Litigation Support, Estate Planning, Legal Research, Courts, Litigation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.)
Rutgers University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
Alison Walsh's J.P. Morgan Experience June 2008 - May 2009
Job Manager, Legal Affairs at United Rentals Inc.
Industry Legal Services
Experience
United Rentals Inc. June 2014 - Present
JONES DAY® October 2012 - June 2014
JONES DAY® May 2011 - August 2011
J.P. Morgan June 2008 - May 2009
Bear Stearns July 2007 - June 2008
Education
Williams College 2003 — 2007
Bachelor of Arts (BA), Economics
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (JD)
United Rentals Inc. June 2014 - Present
JONES DAY® October 2012 - June 2014
JONES DAY® May 2011 - August 2011
J.P. Morgan June 2008 - May 2009
Bear Stearns July 2007 - June 2008
Education
Williams College 2003 — 2007
Bachelor of Arts (BA), Economics
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (JD)
Kelly Lindsey Kelly Lindsey's J.P. Morgan Experience May 1995 - Present
Job
Industry Banking
Experience
J.P. Morgan May 1995 - Present
JPMorgan 1995 - 2011
Skills
Banking, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Program Management, Management, Visio, PMO
Education
Baylor University 1981 — 1983
BBA, Marketing/Management
J.P. Morgan May 1995 - Present
JPMorgan 1995 - 2011
Skills
Banking, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Program Management, Management, Visio, PMO
Education
Baylor University 1981 — 1983
BBA, Marketing/Management
Julie Hong Julie Hong's J.P. Morgan Experience June 2013 - August 2013
Job M.S. Financial Engineering student at Columbia University
Industry Financial Services
Experience
J.P. Morgan June 2013 - August 2013
Petra Capital Management February 2012 - April 2012
Tiger Asia Management July 2011 - August 2011
Skills
Equity Valuation, Financial Modelling, Stochastic Calculus, Monte Carlo Simulation, MATLAB, C++, Bloomberg, Financial Modeling, Quantitative Finance, Derivatives, Corporate Finance, Matlab
Education
Beijing Language and Culture University 2014 — 2014
Chinese Language Program, Chinese Language and Culture
Columbia University in the City of New York 2012 — 2013
Master of Science, Financial Engineering
Korea University 2007 — 2012
Bachelor's degree, Business Administration/ Mathematics
University of Illinois at Urbana-Champaign 2010 — 2010
Exchange Student, Banking, Corporate, Finance, and Securities Law
J.P. Morgan June 2013 - August 2013
Petra Capital Management February 2012 - April 2012
Tiger Asia Management July 2011 - August 2011
Skills
Equity Valuation, Financial Modelling, Stochastic Calculus, Monte Carlo Simulation, MATLAB, C++, Bloomberg, Financial Modeling, Quantitative Finance, Derivatives, Corporate Finance, Matlab
Education
Beijing Language and Culture University 2014 — 2014
Chinese Language Program, Chinese Language and Culture
Columbia University in the City of New York 2012 — 2013
Master of Science, Financial Engineering
Korea University 2007 — 2012
Bachelor's degree, Business Administration/ Mathematics
University of Illinois at Urbana-Champaign 2010 — 2010
Exchange Student, Banking, Corporate, Finance, and Securities Law
Blair Vorsatz Blair Vorsatz's J.P. Morgan Experience July 2010 - July 2010
Job Graduate Associate, Financial Institution Supervision Group at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2015 - August 2015
Center for American Progress June 2014 - August 2014
Sterling Stamos Capital Management May 2013 - July 2013
Elfenworks, In Harmony With Hope May 2013 - July 2013
TurnMark Capital May 2012 - June 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
United States Senate January 2011 - April 2011
J.P. Morgan July 2010 - July 2010
Skills
Analysis, Policy, Management, Research, International Relations, Editing, Microsoft Office, Microsoft Excel, Policy Analysis, PowerPoint, Data Analysis, Public Speaking
Education
Harvard University 2014 — 2016
Master of Arts (MA), Regional Studies: East Asia
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Chinese, GPA: 4.0 / 4.0
London School of Economics and Political Science 2013 — 2013
International Political Economy, Summer School, GPA: 4.0 / 4.0
East China Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Beijing Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Federal Reserve Bank of New York June 2015 - August 2015
Center for American Progress June 2014 - August 2014
Sterling Stamos Capital Management May 2013 - July 2013
Elfenworks, In Harmony With Hope May 2013 - July 2013
TurnMark Capital May 2012 - June 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
United States Senate January 2011 - April 2011
J.P. Morgan July 2010 - July 2010
Skills
Analysis, Policy, Management, Research, International Relations, Editing, Microsoft Office, Microsoft Excel, Policy Analysis, PowerPoint, Data Analysis, Public Speaking
Education
Harvard University 2014 — 2016
Master of Arts (MA), Regional Studies: East Asia
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Chinese, GPA: 4.0 / 4.0
London School of Economics and Political Science 2013 — 2013
International Political Economy, Summer School, GPA: 4.0 / 4.0
East China Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Beijing Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Wenrong Ni Wenrong Ni's J.P. Morgan Experience July 2012 - August 2012
Job President of Graduate Finance Association (GFA) at Bentley University
Industry Financial Services
Experience
Bentley University September 2011 - Present
Bentley University April 2012 - December 2012
J.P. Morgan July 2012 - August 2012
Lombarda China Fund Management Co. Ltd. June 2010 - July 2010
Shanghai Yu Gu Trade Co. Ltd June 2008 - July 2009
New York Life Insurance Company January 2009 - March 2009
Skills
Financial Analysis, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Bloomberg Terminal, Investment Banking, Loans
Education
Bentley University 2011 — 2012
MS, Finance, 3.5
California State University-Northridge 2009 — 2011
BS, Finance
Shanghai Normal University 2006 — 2011
Bachelor of Science (BS), Finance and Financial Management Services, 3.4
Bentley University September 2011 - Present
Bentley University April 2012 - December 2012
J.P. Morgan July 2012 - August 2012
Lombarda China Fund Management Co. Ltd. June 2010 - July 2010
Shanghai Yu Gu Trade Co. Ltd June 2008 - July 2009
New York Life Insurance Company January 2009 - March 2009
Skills
Financial Analysis, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Bloomberg Terminal, Investment Banking, Loans
Education
Bentley University 2011 — 2012
MS, Finance, 3.5
California State University-Northridge 2009 — 2011
BS, Finance
Shanghai Normal University 2006 — 2011
Bachelor of Science (BS), Finance and Financial Management Services, 3.4
Emily (Lewis) Chou Emily (Lewis) Chou's J.P. Morgan Experience June 2011 - August 2011
Job Investment Services Analyst at Prologis
Industry Real Estate
Experience
Prologis February 2015 - Present
EY September 2012 - January 2015
J.P. Morgan June 2011 - August 2011
Skills
Finance, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Microsoft Excel, Analysis, Due Diligence, PowerPoint, Microsoft Office, Real Estate Economics, Microsoft Word, Financial Accounting, Private Equity
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Prologis February 2015 - Present
EY September 2012 - January 2015
J.P. Morgan June 2011 - August 2011
Skills
Finance, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Microsoft Excel, Analysis, Due Diligence, PowerPoint, Microsoft Office, Real Estate Economics, Microsoft Word, Financial Accounting, Private Equity
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Yishan Chi Yishan Chi's J.P. Morgan Experience August 2014 - Present
Job Associate Product Controller at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
MarkitSERV September 2013 - August 2014
Morgan Stanley August 2012 - August 2013
Depository Trust & Clearing Corporation May 2011 - July 2012
Aegis Capital June 2010 - September 2010
Skills
Financial Planning, VBA, Derivatives, Access, Bloomberg Terminal, Bloomberg, SDLC, Portfolio Management, Investments, Microsoft SQL Server, Fixed Income, Asset Management, Microsoft Excel, Settlement, Fund Administration, Equities, Mutual Funds, ETFs, R, Matlab, Excel, Clearing, Swaps, Corporate Actions, Securities, Business Analysis, Financial Risk
Education
Clark University 2009 — 2011
Master of Science in Finance, Finance
Beijing International Studies University 2005 — 2009
Bachelor of Arts in English Language and Literature, English Language and Literature
J.P. Morgan August 2014 - Present
MarkitSERV September 2013 - August 2014
Morgan Stanley August 2012 - August 2013
Depository Trust & Clearing Corporation May 2011 - July 2012
Aegis Capital June 2010 - September 2010
Skills
Financial Planning, VBA, Derivatives, Access, Bloomberg Terminal, Bloomberg, SDLC, Portfolio Management, Investments, Microsoft SQL Server, Fixed Income, Asset Management, Microsoft Excel, Settlement, Fund Administration, Equities, Mutual Funds, ETFs, R, Matlab, Excel, Clearing, Swaps, Corporate Actions, Securities, Business Analysis, Financial Risk
Education
Clark University 2009 — 2011
Master of Science in Finance, Finance
Beijing International Studies University 2005 — 2009
Bachelor of Arts in English Language and Literature, English Language and Literature
Will Shellenberger Will Shellenberger's J.P. Morgan Experience June 2011 - August 2011
Job Credit Analyst at PlainsCapital Bank
Industry Financial Services
Experience
PlainsCapital Bank August 2015 - Present
JP Morgan Chase July 2012 - July 2015
J.P. Morgan June 2011 - August 2011
Y.M.C.A. of the Rockies May 2010 - August 2010
Skills
Financial Analysis, Investments, Valuation, Credit Analysis, Series 63, Banking, Asset Managment, Strategic Financial..., Portfolio Management, Microsoft Excel, Series 7, Credit, Finance
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Highland Park High School 2004 — 2008
PlainsCapital Bank August 2015 - Present
JP Morgan Chase July 2012 - July 2015
J.P. Morgan June 2011 - August 2011
Y.M.C.A. of the Rockies May 2010 - August 2010
Skills
Financial Analysis, Investments, Valuation, Credit Analysis, Series 63, Banking, Asset Managment, Strategic Financial..., Portfolio Management, Microsoft Excel, Series 7, Credit, Finance
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Highland Park High School 2004 — 2008
Anna Molina's J.P. Morgan Experience June 2015 - August 2015
Job Juris Doctor Candidate 2016, Benjamin N. Cardozo School of Law
Industry Law Practice
Experience
The Lawyering & Legal Writing Center, Benjamin N. Cardozo School of Law August 2015 - Present
Cardozo Journal of Law & Gender April 2015 - Present
J.P. Morgan June 2015 - August 2015
Office of the New York State Attorney General August 2014 - April 2015
Cardozo Journal of Law & Gender August 2014 - April 2015
New York State Supreme Court, New York County May 2014 - August 2014
Skills
PACER, Legal Research, Litigation, Westlaw, Corporate Law, Legal Writing, Mergers & Acquisitions, Corporate Governance, Civil Litigation, Corporate Finance, Microsoft Word, Capital Markets, Private Equity, Public Records, Trademarks, Marketing, International Law, Securities Regulation, Dispute Resolution, Employment Law, Contract Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
The Lawyering & Legal Writing Center, Benjamin N. Cardozo School of Law August 2015 - Present
Cardozo Journal of Law & Gender April 2015 - Present
J.P. Morgan June 2015 - August 2015
Office of the New York State Attorney General August 2014 - April 2015
Cardozo Journal of Law & Gender August 2014 - April 2015
New York State Supreme Court, New York County May 2014 - August 2014
Skills
PACER, Legal Research, Litigation, Westlaw, Corporate Law, Legal Writing, Mergers & Acquisitions, Corporate Governance, Civil Litigation, Corporate Finance, Microsoft Word, Capital Markets, Private Equity, Public Records, Trademarks, Marketing, International Law, Securities Regulation, Dispute Resolution, Employment Law, Contract Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
Gennadiy Ryskin's J.P. Morgan Experience October 2014 - May 2015
Job Associate at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services July 2015 - Present
Wheeling Forward October 2011 - Present
J.P. Morgan October 2014 - May 2015
Tudor, Pickering, Holt & Co. March 2014 - August 2014
Office of the Chief Scientist (Ministry of Economy) September 2012 - June 2013
Rocaton Investment Advisors June 2006 - June 2012
Skills
Equity Research, Strategic Consulting, Corporate Finance, Asset Management, Capital Markets, Investment Advisory, Non-profit..., Due Diligence
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Accounting
Bentley University
Bachelor of Science (B.S.), Finance, Minor in Law
GE Energy Financial Services July 2015 - Present
Wheeling Forward October 2011 - Present
J.P. Morgan October 2014 - May 2015
Tudor, Pickering, Holt & Co. March 2014 - August 2014
Office of the Chief Scientist (Ministry of Economy) September 2012 - June 2013
Rocaton Investment Advisors June 2006 - June 2012
Skills
Equity Research, Strategic Consulting, Corporate Finance, Asset Management, Capital Markets, Investment Advisory, Non-profit..., Due Diligence
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Accounting
Bentley University
Bachelor of Science (B.S.), Finance, Minor in Law
Eric Ai Eric Ai's J.P. Morgan Experience January 2015 - Present
Job Analyst in Corporate & Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - December 2014
MSCI Inc. May 2013 - August 2013
QILU SECURITIES CO., LTD July 2011 - September 2011
KPMG US January 2011 - February 2011
Skills
C++, C, Microsoft Excel, Matlab, R, Derivatives, Quantitative Research, Risk Analytics, Credit Risk, Python, Fixed Income Analysis, Option Pricing Models, Monte Carlo Simulation, Equity Derivatives
Education
University of Michigan 2012 — 2013
Master of Science, Financial Engineering, GPA 4.0
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor's degree, Electrical, Electronics and Communications Engineering, 92
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - December 2014
MSCI Inc. May 2013 - August 2013
QILU SECURITIES CO., LTD July 2011 - September 2011
KPMG US January 2011 - February 2011
Skills
C++, C, Microsoft Excel, Matlab, R, Derivatives, Quantitative Research, Risk Analytics, Credit Risk, Python, Fixed Income Analysis, Option Pricing Models, Monte Carlo Simulation, Equity Derivatives
Education
University of Michigan 2012 — 2013
Master of Science, Financial Engineering, GPA 4.0
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor's degree, Electrical, Electronics and Communications Engineering, 92
Matthew Hinders Matthew Hinders's J.P. Morgan Experience May 2011 - July 2012
Job Instructor Risk Education at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Chase Bank July 2012 - June 2014
J.P. Morgan May 2011 - July 2012
Happy State Bank May 2010 - July 2010
Student Life 2008 - 2008
Skills
Spanish, Corporate Finance, PowerPoint, Financial Modeling, Series 79, FINRA
Education
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Economics
JPMorgan Chase June 2014 - Present
Chase Bank July 2012 - June 2014
J.P. Morgan May 2011 - July 2012
Happy State Bank May 2010 - July 2010
Student Life 2008 - 2008
Skills
Spanish, Corporate Finance, PowerPoint, Financial Modeling, Series 79, FINRA
Education
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Economics
Christian Connolly's J.P. Morgan Experience July 2015 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Energi Insurance Services, Inc. May 2013 - August 2013
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Quantitative Analytics, Bloomberg Terminal, Morningstar, Data Analysis, Financial Modeling, Economics, Mathematics, Time Series Analysis, Capital IQ, Leadership, PowerPoint, Microsoft Word, Microsoft Office
Education
Bentley University 2011 — 2015
Finance
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Energi Insurance Services, Inc. May 2013 - August 2013
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Quantitative Analytics, Bloomberg Terminal, Morningstar, Data Analysis, Financial Modeling, Economics, Mathematics, Time Series Analysis, Capital IQ, Leadership, PowerPoint, Microsoft Word, Microsoft Office
Education
Bentley University 2011 — 2015
Finance
Daniel Driscoll Daniel Driscoll's J.P. Morgan Experience August 2014 - Present
Job Investor Analyst, J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - July 2014
Best Buy August 2006 - February 2012
Provident Healthcare Partners, LLC September 2011 - December 2011
J.P. Morgan May 2011 - September 2011
Skills
Financial Analysis, Financial Reporting, Investment Banking, Investments, Microsoft Excel, Finance
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
The University of Manchester
Study Abroad Program
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - July 2014
Best Buy August 2006 - February 2012
Provident Healthcare Partners, LLC September 2011 - December 2011
J.P. Morgan May 2011 - September 2011
Skills
Financial Analysis, Financial Reporting, Investment Banking, Investments, Microsoft Excel, Finance
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
The University of Manchester
Study Abroad Program
Nathan Han Nathan Han's J.P. Morgan Experience June 2014 - August 2014
Job Finance Graduate Development Program Analyst at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
J.P. Morgan June 2014 - August 2014
Y&J Education September 2011 - August 2014
My Asset Investment Management Co., Ltd. July 2013 - August 2013
QUEST Impact September 2012 - December 2012
Coles Athletic Facility September 2011 - December 2011
Skills
Market Research, Research, Capital IQ, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Basketball, Chinese, market survey, Graphic Design, Adobe Creative Suite, Data Entry, Facebook, PowerPoint, Public Speaking, Financial Modeling, Valuation Modeling, Financial Statement..., Survey Design, Due Diligence, Private Equity, SurveyMonkey, Drums, Guitar, Bass Guitar, Microsoft Word, Financial Analysis, Finance
Education
New York University 2010 — 2015
Bachelor of Arts (BA), Economics, 3.70 GPA
Beijing Normal University 2013 — 2013
Intensive Chinese Language Program
Valencia High School 2006 — 2010
HSBC February 2015 - Present
J.P. Morgan June 2014 - August 2014
Y&J Education September 2011 - August 2014
My Asset Investment Management Co., Ltd. July 2013 - August 2013
QUEST Impact September 2012 - December 2012
Coles Athletic Facility September 2011 - December 2011
Skills
Market Research, Research, Capital IQ, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Basketball, Chinese, market survey, Graphic Design, Adobe Creative Suite, Data Entry, Facebook, PowerPoint, Public Speaking, Financial Modeling, Valuation Modeling, Financial Statement..., Survey Design, Due Diligence, Private Equity, SurveyMonkey, Drums, Guitar, Bass Guitar, Microsoft Word, Financial Analysis, Finance
Education
New York University 2010 — 2015
Bachelor of Arts (BA), Economics, 3.70 GPA
Beijing Normal University 2013 — 2013
Intensive Chinese Language Program
Valencia High School 2006 — 2010
Stephanie Murray Stephanie Murray's J.P. Morgan Experience October 2014 - Present
Job Vice President, US Events at J.P. Morgan
Industry Hospitality
Experience
J.P. Morgan October 2014 - Present
Independent Planner - Meetings, Incentives & Corporate Events June 2014 - October 2014
Genesco Sports Enterprises September 2010 - May 2014
Dallas Fan Fares July 2002 - September 2010
Yellow Rose Touring & Special Events September 2000 - July 2002
Skills
Meeting Planning, Event Planning, Incentive Travel, Hospitality, Contract Negotiation, Social Media Marketing, Corporate Events, Trade Shows, Event Management, Sports Marketing, Marketing, Sponsorship, Budgets, Tourism, Team Building, Parties, Public Relations, Sports, Corporate Gifts, Networking, Charity Marketing, Sales, Talent Booking, Microsoft Office, Facebook
Education
Baylor University 1996 — 2000
BA, Communications & Sociology
The Oakridge School 1992 — 1996
J.P. Morgan October 2014 - Present
Independent Planner - Meetings, Incentives & Corporate Events June 2014 - October 2014
Genesco Sports Enterprises September 2010 - May 2014
Dallas Fan Fares July 2002 - September 2010
Yellow Rose Touring & Special Events September 2000 - July 2002
Skills
Meeting Planning, Event Planning, Incentive Travel, Hospitality, Contract Negotiation, Social Media Marketing, Corporate Events, Trade Shows, Event Management, Sports Marketing, Marketing, Sponsorship, Budgets, Tourism, Team Building, Parties, Public Relations, Sports, Corporate Gifts, Networking, Charity Marketing, Sales, Talent Booking, Microsoft Office, Facebook
Education
Baylor University 1996 — 2000
BA, Communications & Sociology
The Oakridge School 1992 — 1996
Ryan Fiedler Ryan Fiedler's J.P. Morgan Experience January 2008 - April 2011
Job Senior Corporate Business Development Manager
Industry Machinery
Experience
Caterpillar Inc. January 2014 - Present
Caterpillar Inc. December 2012 - December 2013
Caterpillar Inc. May 2011 - November 2012
J.P. Morgan January 2008 - April 2011
J.P. Morgan July 2004 - December 2007
J.P. Morgan January 2001 - June 2004
Skills
M&A experience, Negotiation, Divestitures, Joint Ventures, Valuation, Business Strategy, Strategic Planning, Investment Banking, Financial Analysis, Finance, Financial Modeling, Capital Markets, Credit Analysis, Private Equity, Commercial Banking, Bloomberg, IPO
Education
Baylor University - Hankamer School of Business 1996 — 2000
Bachelor of Business Administration, Finance and Entrepreneurship
Caterpillar Inc. January 2014 - Present
Caterpillar Inc. December 2012 - December 2013
Caterpillar Inc. May 2011 - November 2012
J.P. Morgan January 2008 - April 2011
J.P. Morgan July 2004 - December 2007
J.P. Morgan January 2001 - June 2004
Skills
M&A experience, Negotiation, Divestitures, Joint Ventures, Valuation, Business Strategy, Strategic Planning, Investment Banking, Financial Analysis, Finance, Financial Modeling, Capital Markets, Credit Analysis, Private Equity, Commercial Banking, Bloomberg, IPO
Education
Baylor University - Hankamer School of Business 1996 — 2000
Bachelor of Business Administration, Finance and Entrepreneurship
Eric Maus's J.P. Morgan Experience April 2014 - July 2015
Job Finance & Risk Consultant at Accenture
Industry Financial Services
Experience
Accenture August 2015 - Present
J.P. Morgan April 2014 - July 2015
JPMorgan Chase July 2012 - April 2014
Bentley University September 2008 - May 2012
Financial Compass Group, LLC October 2011 - December 2011
Bentley University January 2010 - December 2011
Marciano Law Offices July 2011 - August 2011
Camp Riverbend June 2010 - August 2010
Camp Riverbend June 2009 - August 2009
Oratory Prep July 2008 - August 2008
Skills
PowerPoint, Leadership, Microsoft Excel, Program Management, Investments, Finance, Business Planning, Analysis, Risk Management
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance Major, 3.4
Investment Banking Institute
Accenture August 2015 - Present
J.P. Morgan April 2014 - July 2015
JPMorgan Chase July 2012 - April 2014
Bentley University September 2008 - May 2012
Financial Compass Group, LLC October 2011 - December 2011
Bentley University January 2010 - December 2011
Marciano Law Offices July 2011 - August 2011
Camp Riverbend June 2010 - August 2010
Camp Riverbend June 2009 - August 2009
Oratory Prep July 2008 - August 2008
Skills
PowerPoint, Leadership, Microsoft Excel, Program Management, Investments, Finance, Business Planning, Analysis, Risk Management
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance Major, 3.4
Investment Banking Institute
Ben Mantell Ben Mantell's J.P. Morgan Experience January 2015 - July 2015
Job Compliance, Markets at Barclays Global Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2015 - Present
J.P. Morgan January 2015 - July 2015
Jacob Laufer, P.C. October 2014 - January 2015
Baron & Baron Esqs., P.C. December 2013 - October 2014
Office of the Attorney General of the State of New York August 2011 - November 2013
Office of the Attorney General of the State of New York January 2013 - September 2013
Queens District Attorney's Office September 2003 - August 2011
Queens District Attorney's Office July 2010 - November 2010
City of New York August 2000 - September 2003
Wildes & Weinberg, P.C. May 2000 - September 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
Juris Doctor
Yeshiva University 1996 — 2000
BA, Political Science
Barclays Investment Bank August 2015 - Present
J.P. Morgan January 2015 - July 2015
Jacob Laufer, P.C. October 2014 - January 2015
Baron & Baron Esqs., P.C. December 2013 - October 2014
Office of the Attorney General of the State of New York August 2011 - November 2013
Office of the Attorney General of the State of New York January 2013 - September 2013
Queens District Attorney's Office September 2003 - August 2011
Queens District Attorney's Office July 2010 - November 2010
City of New York August 2000 - September 2003
Wildes & Weinberg, P.C. May 2000 - September 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
Juris Doctor
Yeshiva University 1996 — 2000
BA, Political Science
Jonathan Seliger's J.P. Morgan Experience June 2013 - Present
Job Vice President & Assistant General Counsel at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Axiom March 2008 - May 2013
Tartan Films May 2006 - January 2008
Genius Products / Wellspring Media August 2004 - April 2006
Miramax Films 2000 - 2004
Skills
Licensing, Contract Negotiation, Television, Social Media, Promotions, Music, Sponsorship, Corporate Transactions, Risk Assessment, Mobile, Intellectual Property, Entertainment Law, Joint Ventures, Data Privacy, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1998
JD, Law
Yeshiva University 1989 — 1993
J.P. Morgan June 2013 - Present
Axiom March 2008 - May 2013
Tartan Films May 2006 - January 2008
Genius Products / Wellspring Media August 2004 - April 2006
Miramax Films 2000 - 2004
Skills
Licensing, Contract Negotiation, Television, Social Media, Promotions, Music, Sponsorship, Corporate Transactions, Risk Assessment, Mobile, Intellectual Property, Entertainment Law, Joint Ventures, Data Privacy, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1998
JD, Law
Yeshiva University 1989 — 1993
Derek Kenyenso's J.P. Morgan Experience January 2015 - Present
Job Associate Business Analytics and Reporting at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
Goldman Sachs May 2014 - December 2014
American Tower November 2012 - May 2014
American Tower June 2012 - November 2012
Sullivan and Cogliano Companies January 2012 - May 2012
Bentley University Computing Services July 2011 - January 2012
Sodexho September 2008 - July 2011
University Conference Center September 2008 - July 2011
Shleppers Moving and Storage May 2008 - August 2008
Skills
Inventory Management, Customer Service, PowerPoint, Word, Outlook, Operations Management, Microsoft Office, oracle 11i, Oasis, Cognos, demonstrate..., Advocate, serve clients/customers, facilitate groups, counsel, listen, speak/interact, promote, persuade, sell, speak to groups, negotiate, Interviewing Skills, Environmental Consulting, Strategy Implementation, Legal Research, envision, budget, observe, install, Budgets
Education
Bentley University 2008 — 2012
Bachelor of Science, Business Management, Minor Informations Design and Corporate Communications
York Preparatory School 2004 — 2008
High School Diploma, High School
J.P. Morgan January 2015 - Present
Goldman Sachs May 2014 - December 2014
American Tower November 2012 - May 2014
American Tower June 2012 - November 2012
Sullivan and Cogliano Companies January 2012 - May 2012
Bentley University Computing Services July 2011 - January 2012
Sodexho September 2008 - July 2011
University Conference Center September 2008 - July 2011
Shleppers Moving and Storage May 2008 - August 2008
Skills
Inventory Management, Customer Service, PowerPoint, Word, Outlook, Operations Management, Microsoft Office, oracle 11i, Oasis, Cognos, demonstrate..., Advocate, serve clients/customers, facilitate groups, counsel, listen, speak/interact, promote, persuade, sell, speak to groups, negotiate, Interviewing Skills, Environmental Consulting, Strategy Implementation, Legal Research, envision, budget, observe, install, Budgets
Education
Bentley University 2008 — 2012
Bachelor of Science, Business Management, Minor Informations Design and Corporate Communications
York Preparatory School 2004 — 2008
High School Diploma, High School
Alissa Laliberte's J.P. Morgan Experience July 2012 - October 2014
Job Reconciliation Analyst
Industry Financial Services
Experience
GMO October 2014 - Present
J.P. Morgan July 2012 - October 2014
Middlesex Savings Bank May 2011 - August 2011
Infiltrator Systems Inc November 2010 - January 2011
Skills
Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics-Finance
Bentley University 2008 — 2012
Bachelor of Arts (BA), Ethics & Social Responsibility
RMIT University 2010 — 2010
Study Abroad, Economics
GMO October 2014 - Present
J.P. Morgan July 2012 - October 2014
Middlesex Savings Bank May 2011 - August 2011
Infiltrator Systems Inc November 2010 - January 2011
Skills
Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics-Finance
Bentley University 2008 — 2012
Bachelor of Arts (BA), Ethics & Social Responsibility
RMIT University 2010 — 2010
Study Abroad, Economics
Randall Schaible Jr Randall Schaible Jr's J.P. Morgan Experience June 2014 - August 2015
Job Tutor at Bentley EconomicsFinanceStatistics Center
Industry Financial Services
Experience
Bentley University August 2012 - Present
Bentley University September 2014 - Present
J.P. Morgan June 2014 - August 2015
County of Chester May 2013 - August 2013
i9 Sports September 2009 - August 2013
Facenda Whitaker Lanes May 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, C++, Public Speaking, Social Media, Accounting, Windows, Outlook, Leadership, Time Management
Education
Bentley University 2012 — 2015
Bachelors of Science, Candidate for Bachelors of Science in Econmics and Finance
The University of Hong Kong 2015 — 2015
Business and Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Wissahickon High School 2008 — 2012
Bentley University August 2012 - Present
Bentley University September 2014 - Present
J.P. Morgan June 2014 - August 2015
County of Chester May 2013 - August 2013
i9 Sports September 2009 - August 2013
Facenda Whitaker Lanes May 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, C++, Public Speaking, Social Media, Accounting, Windows, Outlook, Leadership, Time Management
Education
Bentley University 2012 — 2015
Bachelors of Science, Candidate for Bachelors of Science in Econmics and Finance
The University of Hong Kong 2015 — 2015
Business and Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Wissahickon High School 2008 — 2012
Shangru (Sean) Li Shangru (Sean) Li's J.P. Morgan Experience July 2015 - Present
Job Commodities EMM Dev at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Goldman Sachs January 2015 - July 2015
Goldman Sachs February 2014 - December 2014
Goldman Sachs February 2013 - January 2014
Redline Trading Solutions May 2012 - August 2012
Columbia University January 2012 - May 2012
Skills
C, Java, Embedded Systems, Cloud Computing, FPGA, x10, Parallel Programming, Series 7, Series 63, Python
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master of Science, Computer Engineering with focus on Embedded System, 3.74
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor of Science, Telecommunications Engineering with Management, 86.7
Queen Mary, U. of London 2007 — 2011
Bachelor of Science, Telecommunications engineering with Management, 3.58
J.P. Morgan July 2015 - Present
Goldman Sachs January 2015 - July 2015
Goldman Sachs February 2014 - December 2014
Goldman Sachs February 2013 - January 2014
Redline Trading Solutions May 2012 - August 2012
Columbia University January 2012 - May 2012
Skills
C, Java, Embedded Systems, Cloud Computing, FPGA, x10, Parallel Programming, Series 7, Series 63, Python
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master of Science, Computer Engineering with focus on Embedded System, 3.74
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor of Science, Telecommunications Engineering with Management, 86.7
Queen Mary, U. of London 2007 — 2011
Bachelor of Science, Telecommunications engineering with Management, 3.58
Rachel Shirian Rachel Shirian's J.P. Morgan Experience August 2012 - June 2014
Job Legal and Compliance at KKR
Industry Financial Services
Experience
KKR July 2014 - Present
J.P. Morgan August 2012 - June 2014
Financial Industry Regulatory Authority (FINRA) August 2011 - April 2012
Skills
Securities, Legal Writing, Legal Research, Litigation, Due Diligence, Compliance, Securities Regulation, Risk Management, Risk Assessment, Anti Money Laundering, KYC, Operational Risk, USA PATRIOT Act, Bank Secrecy Act, Regulatory Guidelines, Regulatory Analysis, Financial Crimes..., Financial Risk, Trade Compliance, Financial Regulation, FINRA, Investments
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
J.D., Law
New York University, College of Arts & Science 2004 — 2008
Bachelor of Arts, Economics and Psychology, Magna Cum Laude
KKR July 2014 - Present
J.P. Morgan August 2012 - June 2014
Financial Industry Regulatory Authority (FINRA) August 2011 - April 2012
Skills
Securities, Legal Writing, Legal Research, Litigation, Due Diligence, Compliance, Securities Regulation, Risk Management, Risk Assessment, Anti Money Laundering, KYC, Operational Risk, USA PATRIOT Act, Bank Secrecy Act, Regulatory Guidelines, Regulatory Analysis, Financial Crimes..., Financial Risk, Trade Compliance, Financial Regulation, FINRA, Investments
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
J.D., Law
New York University, College of Arts & Science 2004 — 2008
Bachelor of Arts, Economics and Psychology, Magna Cum Laude
Ryan Stroud Ryan Stroud's J.P. Morgan Experience July 2013 - July 2014
Job Vice President at Nomura
Industry Investment Banking
Experience
Nomura August 2014 - Present
J.P. Morgan July 2013 - July 2014
Jefferies LLC August 2011 - June 2013
Schneider Downs Corporate Finance November 2010 - April 2011
3 Rivers Capital October 2010 - February 2011
The Gores Group June 2010 - August 2010
Ernst and Young LLP 2007 - 2009
Office of Daniel Kawczynski, Member of Parliament (MP), House of Commons June 2006 - August 2006
US House of Representatives - Michael Burgess 2004 - 2005
Texas State Senator Jane Nelson 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Microsoft Office, Pitch Books, DCF Valuation, Transaction Experience, Investment Banking, LBO, Capital IQ, Economics, Financial Reporting, Business Valuation, Analysis, Bloomberg, Private Equity, Leadership, Strategy, Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Accounting, Economics, Entrepreneurship, Strategy
Texas A&M University 2005 — 2007
MPA, Transfer Pricing, International Affairs, Public Policy
Baylor University 2000 — 2004
BA, Political Science, Accounting, Economics
Nomura August 2014 - Present
J.P. Morgan July 2013 - July 2014
Jefferies LLC August 2011 - June 2013
Schneider Downs Corporate Finance November 2010 - April 2011
3 Rivers Capital October 2010 - February 2011
The Gores Group June 2010 - August 2010
Ernst and Young LLP 2007 - 2009
Office of Daniel Kawczynski, Member of Parliament (MP), House of Commons June 2006 - August 2006
US House of Representatives - Michael Burgess 2004 - 2005
Texas State Senator Jane Nelson 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Microsoft Office, Pitch Books, DCF Valuation, Transaction Experience, Investment Banking, LBO, Capital IQ, Economics, Financial Reporting, Business Valuation, Analysis, Bloomberg, Private Equity, Leadership, Strategy, Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Accounting, Economics, Entrepreneurship, Strategy
Texas A&M University 2005 — 2007
MPA, Transfer Pricing, International Affairs, Public Policy
Baylor University 2000 — 2004
BA, Political Science, Accounting, Economics
Nando Costa Nando Costa's J.P. Morgan Experience July 2013 - Present
Job Investment Advisor at JPMorgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
JPMorgan July 2010 - June 2013
Morgan Stanley December 2007 - July 2010
Morgan Stanley July 2006 - November 2007
College Boxes May 2005 - August 2006
Johnson & Johnson January 2005 - July 2005
Skills
Financial Analysis, Bloomberg, Financial Planning, Investments, Equities, Registered Invest, Series 7, Series 63, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Private Equity, Capital Markets, Trading
Education
Villanova University 2002 — 2006
Bachelor of Science in Business Administration, Finance, International Business
Beijing Foreign Studies University 2004 — 2004
Mandarin, Chinese Government, Chinese History
Belmont High 1998 — 2002
J.P. Morgan July 2013 - Present
JPMorgan July 2010 - June 2013
Morgan Stanley December 2007 - July 2010
Morgan Stanley July 2006 - November 2007
College Boxes May 2005 - August 2006
Johnson & Johnson January 2005 - July 2005
Skills
Financial Analysis, Bloomberg, Financial Planning, Investments, Equities, Registered Invest, Series 7, Series 63, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Private Equity, Capital Markets, Trading
Education
Villanova University 2002 — 2006
Bachelor of Science in Business Administration, Finance, International Business
Beijing Foreign Studies University 2004 — 2004
Mandarin, Chinese Government, Chinese History
Belmont High 1998 — 2002
Dretcher Bradley Dretcher Bradley's J.P. Morgan Experience March 2005 - Present
Job
Industry Financial Services
Experience
J.P. Morgan March 2005 - Present
Education
Benedict College 1970 — 1974
Certificate, Busuniss Administration/Business Management
J.P. Morgan March 2005 - Present
Education
Benedict College 1970 — 1974
Certificate, Busuniss Administration/Business Management
Hanna Ogilvy's J.P. Morgan Experience June 2013 - Present
Job Credit Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2013 - Present
NH Small Business Development Center June 2012 - August 2012
Bentley University May 2010 - August 2012
Skills
Research, Bloomberg, Microsoft Office, Microsoft Excel, Morningstar, Crystal Ball, Financial Analysis, SPSS, PowerPoint, Capital IQ, Outlook
Education
Bentley University 2009 — 2013
Bachelor's of Science, Economics-Finance and Global Perspectives
J.P. Morgan June 2013 - Present
NH Small Business Development Center June 2012 - August 2012
Bentley University May 2010 - August 2012
Skills
Research, Bloomberg, Microsoft Office, Microsoft Excel, Morningstar, Crystal Ball, Financial Analysis, SPSS, PowerPoint, Capital IQ, Outlook
Education
Bentley University 2009 — 2013
Bachelor's of Science, Economics-Finance and Global Perspectives
Vivienne Li, FRM, PRM's J.P. Morgan Experience July 2013 - Present
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Bank of America November 2012 - April 2013
SunGard May 2011 - November 2012
Sarsi LLC January 2011 - March 2011
SHANGYU SUNFIT CHEMIAL CO., ltd. June 2008 - June 2009
China Construction Bank July 2007 - September 2007
Skills
R, VBA, Matlab, Risk Management, Market Risk, Credit Risk, Investments, Alternative Investments, Management Consulting, Financial Risk
Education
Purdue University - Krannert School of Management 2009 — 2010
Master, Finance
Beijing Technology and Business University 2004 — 2008
Bachelor, Financial Engineering
J.P. Morgan July 2013 - Present
Bank of America November 2012 - April 2013
SunGard May 2011 - November 2012
Sarsi LLC January 2011 - March 2011
SHANGYU SUNFIT CHEMIAL CO., ltd. June 2008 - June 2009
China Construction Bank July 2007 - September 2007
Skills
R, VBA, Matlab, Risk Management, Market Risk, Credit Risk, Investments, Alternative Investments, Management Consulting, Financial Risk
Education
Purdue University - Krannert School of Management 2009 — 2010
Master, Finance
Beijing Technology and Business University 2004 — 2008
Bachelor, Financial Engineering
Keller Reese Keller Reese's J.P. Morgan Experience May 2013 - August 2013
Job Asset Manager at Phoenix Capital Partners, Ltd.
Industry Financial Services
Experience
Phoenix Capital Partners, Ltd. July 2014 - Present
J.P. Morgan May 2013 - August 2013
HBK Capital Management May 2012 - August 2012
2M Companies, Inc. May 2011 - July 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Leadership, Windows, Market Research, Financial Analysis, Finance, Accounting, Data Analysis, Investments
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Fort Worth Country Day School 1997 — 2010
Phoenix Capital Partners, Ltd. July 2014 - Present
J.P. Morgan May 2013 - August 2013
HBK Capital Management May 2012 - August 2012
2M Companies, Inc. May 2011 - July 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Leadership, Windows, Market Research, Financial Analysis, Finance, Accounting, Data Analysis, Investments
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Fort Worth Country Day School 1997 — 2010
Andrew Hannigan Andrew Hannigan's J.P. Morgan Experience February 2015 - Present
Job Vice President Equity Prime Brokerage at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan May 2008 - June 2011
Bear Stearns June 2006 - May 2008
Skills
Equities, Bloomberg, Corporate Actions, Prime Brokerage, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Securities, Capital Markets, Series 7, Valuation, Series 63, Options, Asset Management, Financial Analysis
Education
Bentley College 2002 — 2006
BS, Finance
European Business School (EBS) - London 2004 — 2004
Finance
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan May 2008 - June 2011
Bear Stearns June 2006 - May 2008
Skills
Equities, Bloomberg, Corporate Actions, Prime Brokerage, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Securities, Capital Markets, Series 7, Valuation, Series 63, Options, Asset Management, Financial Analysis
Education
Bentley College 2002 — 2006
BS, Finance
European Business School (EBS) - London 2004 — 2004
Finance
Lillian Wang's J.P. Morgan Experience June 2014 - August 2014
Job Juris Doctor with Significant Business and Government Experience
Industry Law Practice
Experience
U.S. District Court for the Southern District of New York January 2015 - April 2015
United States Attorney's Office August 2014 - December 2014
J.P. Morgan June 2014 - August 2014
US Securities and Exchange Commission January 2014 - April 2014
United States Attorney's Office May 2013 - August 2013
Deloitte Services LLP April 2007 - August 2012
U.S. Department of State March 2003 - April 2007
American Express March 2001 - March 2003
AT&T June 1996 - April 1999
Skills
Strategy, Product Management, Strategic Planning, Business Analysis, Management, Analysis, Project Management, Team Management, Financial Analysis, International Relations, Leadership, Westlaw, LexisNexis, Legal Writing, Legal Research, Government, Finance, Financial Modeling, E-commerce, Market Analysis, Market Research, Competitive Intelligence, Program Management, Research, Start-ups, Business Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
Columbia University - School of International and Public Affairs
MA, International Economic Policy
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business
Universite Paris-Sorbonne
Spring Semester Abroad
U.S. District Court for the Southern District of New York January 2015 - April 2015
United States Attorney's Office August 2014 - December 2014
J.P. Morgan June 2014 - August 2014
US Securities and Exchange Commission January 2014 - April 2014
United States Attorney's Office May 2013 - August 2013
Deloitte Services LLP April 2007 - August 2012
U.S. Department of State March 2003 - April 2007
American Express March 2001 - March 2003
AT&T June 1996 - April 1999
Skills
Strategy, Product Management, Strategic Planning, Business Analysis, Management, Analysis, Project Management, Team Management, Financial Analysis, International Relations, Leadership, Westlaw, LexisNexis, Legal Writing, Legal Research, Government, Finance, Financial Modeling, E-commerce, Market Analysis, Market Research, Competitive Intelligence, Program Management, Research, Start-ups, Business Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
Columbia University - School of International and Public Affairs
MA, International Economic Policy
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business
Universite Paris-Sorbonne
Spring Semester Abroad
Andrew Goberstein's J.P. Morgan Experience January 2010 - June 2012
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School July 2015 - Present
Court Square Capital August 2012 - July 2015
J.P. Morgan January 2010 - June 2012
J.P. Morgan January 2009 - December 2009
J.P. Morgan June 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, Finance, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Bloomberg, Investments, Fixed Income, Alternative Investments, LBO
Education
Bentley University 2005 — 2009
BS, Finance, General
The Wharton School July 2015 - Present
Court Square Capital August 2012 - July 2015
J.P. Morgan January 2010 - June 2012
J.P. Morgan January 2009 - December 2009
J.P. Morgan June 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, Finance, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Bloomberg, Investments, Fixed Income, Alternative Investments, LBO
Education
Bentley University 2005 — 2009
BS, Finance, General
Alexandra Gold Alexandra Gold's J.P. Morgan Experience 2008 - 2008
Job Compliance Analyst
Industry Law Practice
Experience
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Weitz & Luxenberg June 2012 - August 2012
J.P. Morgan 2008 - 2008
Bear Stearns 2007 - 2007
Skills
Legal Writing, Legal Work
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Doctor of Law (J.D.)
New York University 2005 — 2009
Bachelor's degree, Economics
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Weitz & Luxenberg June 2012 - August 2012
J.P. Morgan 2008 - 2008
Bear Stearns 2007 - 2007
Skills
Legal Writing, Legal Work
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Doctor of Law (J.D.)
New York University 2005 — 2009
Bachelor's degree, Economics
Frank Zhu's J.P. Morgan Experience January 2014 - January 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Global Platinum Securities February 2012 - Present
Polaris Capital Management, LLC January 2015 - April 2015
Goldman Sachs June 2014 - August 2014
J.P. Morgan January 2014 - January 2014
Whale Rock Capital Management June 2013 - August 2013
Enlight Biosciences April 2013 - July 2013
Semper Capital Management, L.P. January 2013 - January 2013
Skills
Financial Modeling, Data Analysis, VBA, Analysis, Microsoft Excel, Statistics, Bloomberg Terminal, Valuation, Bloomberg, Equity Research, Microsoft Office, Research, Mandarin, Economics, Equities, Finance
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science, Economics
Troy High School 2007 — 2011
Beijing Language and Culture University 2009 — 2009
Goldman Sachs July 2015 - Present
Global Platinum Securities February 2012 - Present
Polaris Capital Management, LLC January 2015 - April 2015
Goldman Sachs June 2014 - August 2014
J.P. Morgan January 2014 - January 2014
Whale Rock Capital Management June 2013 - August 2013
Enlight Biosciences April 2013 - July 2013
Semper Capital Management, L.P. January 2013 - January 2013
Skills
Financial Modeling, Data Analysis, VBA, Analysis, Microsoft Excel, Statistics, Bloomberg Terminal, Valuation, Bloomberg, Equity Research, Microsoft Office, Research, Mandarin, Economics, Equities, Finance
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science, Economics
Troy High School 2007 — 2011
Beijing Language and Culture University 2009 — 2009
Monica Betz Kubala Monica Betz Kubala's J.P. Morgan Experience 1999 - 2001
Job
Industry
Experience
Allstate 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan 1995 - 1999
Skills
Quality Assurance, Process Improvement, Quality Measures, Project Management, Project Planning, IT Project Lifecycle, Leadership, Management, Training, Educational Fundraising, Sponsorship, Analysis
Education
Beloit College 1989 — 1993
Bachelor of Arts (B.A.), Business/Managerial Economics
Allstate 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan 1995 - 1999
Skills
Quality Assurance, Process Improvement, Quality Measures, Project Management, Project Planning, IT Project Lifecycle, Leadership, Management, Training, Educational Fundraising, Sponsorship, Analysis
Education
Beloit College 1989 — 1993
Bachelor of Arts (B.A.), Business/Managerial Economics
Joan Squires Joan Squires's J.P. Morgan Experience June 2012 - October 2013
Job
Industry Accounting
Experience
Showalter Roofing Service, Inc. April 2014 - Present
Dovenmuehle Mortgage, Inc. October 2013 - April 2014
J.P. Morgan June 2012 - October 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Accounts Receivable
Education
Benedictine University 2012 — 2015
Bachelor's degree, Accounting
Joliet Junior College 2011 — 2012
Associate's degree, Accounting
lockport township 2004 — 2007
High school diploma, General Studies
Showalter Roofing Service, Inc. April 2014 - Present
Dovenmuehle Mortgage, Inc. October 2013 - April 2014
J.P. Morgan June 2012 - October 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Accounts Receivable
Education
Benedictine University 2012 — 2015
Bachelor's degree, Accounting
Joliet Junior College 2011 — 2012
Associate's degree, Accounting
lockport township 2004 — 2007
High school diploma, General Studies
Bernardo Veiga's J.P. Morgan Experience January 2014 - Present
Job Associate at JP Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Goldman Sachs July 2012 - January 2014
Bentley University March 2010 - June 2012
Goldman Sachs June 2011 - August 2011
Granado Pharmacias ( Phebo ) May 2009 - August 2009
Compacta Participacoes Ltda. January 2008 - August 2008
Skills
English, Spanish, Brazilian Portuguese, Financial Modeling, Excel, Data Analysis, Financial Markets, Equity Research, Equity Trading, Portfolio Management, Private Wealth..., Investment Banking, Financial Planning, Financial Analysis, Fixed Income, Fixed Income Trading, Capital Markets, Real Estate Development, Private Equity, Finance, Strategic Financial...
Education
Bentley University 2008 — 2012
Economics-Finance, Computer Info. Systems, Management
The British School of Rio de Janeiro 1993 — 2008
High School, International Baccalaureate
J.P. Morgan January 2014 - Present
Goldman Sachs July 2012 - January 2014
Bentley University March 2010 - June 2012
Goldman Sachs June 2011 - August 2011
Granado Pharmacias ( Phebo ) May 2009 - August 2009
Compacta Participacoes Ltda. January 2008 - August 2008
Skills
English, Spanish, Brazilian Portuguese, Financial Modeling, Excel, Data Analysis, Financial Markets, Equity Research, Equity Trading, Portfolio Management, Private Wealth..., Investment Banking, Financial Planning, Financial Analysis, Fixed Income, Fixed Income Trading, Capital Markets, Real Estate Development, Private Equity, Finance, Strategic Financial...
Education
Bentley University 2008 — 2012
Economics-Finance, Computer Info. Systems, Management
The British School of Rio de Janeiro 1993 — 2008
High School, International Baccalaureate
David Winston David Winston's J.P. Morgan Experience July 2015 - Present
Job Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan July 2015 - Present
Baylor Angel Network November 2013 - May 2015
Vision Research, LLC May 2014 - November 2014
Merrill Lynch June 2013 - August 2013
Kanakuk Kamps May 2012 - August 2012
Skills
Finance, Entrepreneurship, Real Estate, Microsoft Excel, Strategic Communications, PowerPoint, Leadership, Social Networking, Time Management
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Geneva School of Boerne 2007 — 2011
J.P. Morgan July 2015 - Present
Baylor Angel Network November 2013 - May 2015
Vision Research, LLC May 2014 - November 2014
Merrill Lynch June 2013 - August 2013
Kanakuk Kamps May 2012 - August 2012
Skills
Finance, Entrepreneurship, Real Estate, Microsoft Excel, Strategic Communications, PowerPoint, Leadership, Social Networking, Time Management
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Geneva School of Boerne 2007 — 2011
Kelsea Askew Kelsea Askew's J.P. Morgan Experience May 2013 - August 2013
Job Loan Officer at Stockmans Bank
Industry Financial Services
Experience
Philippe Lewis Properties April 2014 - Present
Stockmans Bank (OK) May 2014 - Present
Park Cities Photography May 2011 - Present
Hankamer Business School August 2010 - May 2014
J.P. Morgan May 2013 - August 2013
Dover Saddlery June 2011 - August 2013
The Alo Corporation June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Leadership, Microsoft Office, Financial Analysis, Marketing, Time Management, Teamwork, Research, Public Speaking, English, Accounting, Argus Modeling, Photoshop, Lightroom, Illustrator, Spanish, Commercial Lending, Consumer Financing
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Baylor Business Fellows, Finance, Marketing, & Spanish
Highland Park High School 2006 — 2010
Philippe Lewis Properties April 2014 - Present
Stockmans Bank (OK) May 2014 - Present
Park Cities Photography May 2011 - Present
Hankamer Business School August 2010 - May 2014
J.P. Morgan May 2013 - August 2013
Dover Saddlery June 2011 - August 2013
The Alo Corporation June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Leadership, Microsoft Office, Financial Analysis, Marketing, Time Management, Teamwork, Research, Public Speaking, English, Accounting, Argus Modeling, Photoshop, Lightroom, Illustrator, Spanish, Commercial Lending, Consumer Financing
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Baylor Business Fellows, Finance, Marketing, & Spanish
Highland Park High School 2006 — 2010
Connor Owens's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
New Forest October 2014 - May 2015
Bentley University 2013 - 2015
Chang & Deka, LLC April 2014 - October 2014
Skills
Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Management, Teaching, Customer Service, Public Speaking, Research, Bloomberg, Chinese, Valuation, Finance, Financial Analysis
Education
Bentley University
Finance
Beijing Language and Culture University
Intensive Chinese Language
J.P. Morgan June 2015 - Present
New Forest October 2014 - May 2015
Bentley University 2013 - 2015
Chang & Deka, LLC April 2014 - October 2014
Skills
Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Management, Teaching, Customer Service, Public Speaking, Research, Bloomberg, Chinese, Valuation, Finance, Financial Analysis
Education
Bentley University
Finance
Beijing Language and Culture University
Intensive Chinese Language
Daniel Jeon, CPA Daniel Jeon, CPA's J.P. Morgan Experience June 2010 - August 2010
Job Associate at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs December 2014 - Present
Goldman Sachs March 2013 - December 2014
KPMG US July 2012 - April 2013
KPMG US December 2010 - July 2012
J.P. Morgan June 2010 - August 2010
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Hedge Funds, Private Equity, Securities, US GAAP
Education
The University of Texas at Arlington 2008 — 2010
Master of Science (M.S.), Accounting
Baylor University
Goldman Sachs December 2014 - Present
Goldman Sachs March 2013 - December 2014
KPMG US July 2012 - April 2013
KPMG US December 2010 - July 2012
J.P. Morgan June 2010 - August 2010
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Hedge Funds, Private Equity, Securities, US GAAP
Education
The University of Texas at Arlington 2008 — 2010
Master of Science (M.S.), Accounting
Baylor University
Chao Ma Chao Ma's J.P. Morgan Experience July 2015 - Present
Job Associate Energy Investments at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
PA Consulting Group August 2012 - July 2015
University of Wisconsin - Madison August 2010 - July 2012
Skills
Energy, Financial Structuring, Valuation, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Project Finance, Wind Energy, Solar Energy, Leveraged Buyouts, Statistical Data..., Management Consulting, VBA, Business Strategy, Financial Projections, Bloomberg Terminal, Capital IQ, Optimization, R, Energy Derivatives, Risk Management, Java, Power Plants, Risk Analytics, M&A Advisory
Education
University of Wisconsin-Madison 2010 — 2012
M.S., Industrial Engineering - Operation Research
Beijing University of Aeronautics and Astronautics 2006 — 2010
B.S., Material Science and Engineering
High School Affiliated to Renmin University of China 2003 — 2006
J.P. Morgan July 2015 - Present
PA Consulting Group August 2012 - July 2015
University of Wisconsin - Madison August 2010 - July 2012
Skills
Energy, Financial Structuring, Valuation, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Project Finance, Wind Energy, Solar Energy, Leveraged Buyouts, Statistical Data..., Management Consulting, VBA, Business Strategy, Financial Projections, Bloomberg Terminal, Capital IQ, Optimization, R, Energy Derivatives, Risk Management, Java, Power Plants, Risk Analytics, M&A Advisory
Education
University of Wisconsin-Madison 2010 — 2012
M.S., Industrial Engineering - Operation Research
Beijing University of Aeronautics and Astronautics 2006 — 2010
B.S., Material Science and Engineering
High School Affiliated to Renmin University of China 2003 — 2006
David Milkes, CFA, CPA's J.P. Morgan Experience 2009 - 2011
Job Colchester Partners
Industry Investment Banking
Experience
Colchester Partners LLC 2011 - Present
J.P. Morgan 2009 - 2011
Ernst & Young 2007 - 2009
Morley Fund Management 2006 - 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MSA, Accountancy
Bentley University 2003 — 2007
BS, Accounting
Marblehead High School 1999 — 2003
Colchester Partners LLC 2011 - Present
J.P. Morgan 2009 - 2011
Ernst & Young 2007 - 2009
Morley Fund Management 2006 - 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MSA, Accountancy
Bentley University 2003 — 2007
BS, Accounting
Marblehead High School 1999 — 2003
Griffin Walton, MBA's J.P. Morgan Experience November 2008 - February 2011
Job Business Analyst at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2013 - Present
Comprehensive Finance March 2011 - November 2013
J.P. Morgan November 2008 - February 2011
Edward Jones May 2008 - November 2008
Skills
Financial Analysis, Account Management, Finance, Financial Modeling, Valuation, Investments, Asset Management, Leadership
Education
Texas Christian University 2013 — 2014
Master of Business Administration (MBA), Finance
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Financial Services & Planning, Real Estate
First Command Financial Services November 2013 - Present
Comprehensive Finance March 2011 - November 2013
J.P. Morgan November 2008 - February 2011
Edward Jones May 2008 - November 2008
Skills
Financial Analysis, Account Management, Finance, Financial Modeling, Valuation, Investments, Asset Management, Leadership
Education
Texas Christian University 2013 — 2014
Master of Business Administration (MBA), Finance
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Financial Services & Planning, Real Estate
Vernon Vasquez's J.P. Morgan Experience June 2014 - Present
Job Mergers & Acquisitions Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Bank of America May 2013 - May 2014
Q1 labs, an IBM Company September 2012 - April 2013
Mirus Capital Advisors May 2012 - August 2012
Q1 Labs, an IBM Company October 2011 - May 2012
Morgen, Evan & Company May 2011 - August 2011
Geller & Company May 2010 - May 2011
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Valuation, Data Analysis, Capital IQ, Mergers, Bloomberg, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's Degree
Bentley University 2006 — 2010
Bachelor of Science
J.P. Morgan June 2014 - Present
Bank of America May 2013 - May 2014
Q1 labs, an IBM Company September 2012 - April 2013
Mirus Capital Advisors May 2012 - August 2012
Q1 Labs, an IBM Company October 2011 - May 2012
Morgen, Evan & Company May 2011 - August 2011
Geller & Company May 2010 - May 2011
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Valuation, Data Analysis, Capital IQ, Mergers, Bloomberg, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's Degree
Bentley University 2006 — 2010
Bachelor of Science
Chris Eagan, MSF's J.P. Morgan Experience January 2013 - Present
Job Hedge Fund Accountant Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
J.P. Morgan January 2013 - Present
JP Morgan Chase August 2009 - January 2013
Citi May 2007 - April 2009
Delphi Valuation Advisors Inc May 2006 - May 2007
Skills
Valuation, Asset Management, Investments, Finance, Fund Accounting, Analysis, Account Reconciliation, Securities, Management, Bloomberg
Education
Bentley University 2008 — 2012
Masters in Finance
Bentley University 2003 — 2007
BS, Finance
JPMorgan Chase January 2014 - Present
J.P. Morgan January 2013 - Present
JP Morgan Chase August 2009 - January 2013
Citi May 2007 - April 2009
Delphi Valuation Advisors Inc May 2006 - May 2007
Skills
Valuation, Asset Management, Investments, Finance, Fund Accounting, Analysis, Account Reconciliation, Securities, Management, Bloomberg
Education
Bentley University 2008 — 2012
Masters in Finance
Bentley University 2003 — 2007
BS, Finance
Yang Han Yang Han's J.P. Morgan Experience December 2007 - February 2008
Job Associate Director Algorithmic Trading at UBS
Industry Financial Services
Experience
UBS Investment Bank October 2013 - Present
Jefferies LLC June 2011 - October 2013
Noesis LLC June 2010 - December 2010
The Blackstone Group December 2009 - January 2010
China Securities Co., Ltd. June 2009 - August 2009
J.P. Morgan December 2007 - February 2008
Education
Stevens Institute of Technology
PhD Candidate, Financial Engineering
New York University
MS, Financial Engineering
Beijing Institute of Technology
BS, Physics
UBS Investment Bank October 2013 - Present
Jefferies LLC June 2011 - October 2013
Noesis LLC June 2010 - December 2010
The Blackstone Group December 2009 - January 2010
China Securities Co., Ltd. June 2009 - August 2009
J.P. Morgan December 2007 - February 2008
Education
Stevens Institute of Technology
PhD Candidate, Financial Engineering
New York University
MS, Financial Engineering
Beijing Institute of Technology
BS, Physics
Joshua Rider's J.P. Morgan Experience December 2013 - Present
Job Investment Banking Associate Regional Investment Banking and M&A at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
J.P. Morgan July 2012 - December 2013
MIT Sloan School of Management September 2010 - June 2012
J.P. Morgan June 2011 - August 2011
Headquarters, United States Marine Corps January 2008 - July 2010
13th Marine Expeditionary Unit June 2006 - December 2007
United States Marine Corps January 2005 - September 2006
USMC 2003 - 2004
Skills
Securities, Market Analysis, Defense, Financial Modeling, Entrepreneurship, Management, Valuation, Strategy, Financial Analysis, Leadership, Corporate Finance, Investment Banking, Capital Markets, Fixed Income, Team Leadership, Investments, Data Analysis, Event Management, Mergers & Acquisitions, Equities, Strategic Planning, Venture Capital, Private Equity, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance, General
Baylor University 1999 — 2003
Bachelor of Arts, Computer Science
High School 1995 — 1999
J.P. Morgan December 2013 - Present
J.P. Morgan July 2012 - December 2013
MIT Sloan School of Management September 2010 - June 2012
J.P. Morgan June 2011 - August 2011
Headquarters, United States Marine Corps January 2008 - July 2010
13th Marine Expeditionary Unit June 2006 - December 2007
United States Marine Corps January 2005 - September 2006
USMC 2003 - 2004
Skills
Securities, Market Analysis, Defense, Financial Modeling, Entrepreneurship, Management, Valuation, Strategy, Financial Analysis, Leadership, Corporate Finance, Investment Banking, Capital Markets, Fixed Income, Team Leadership, Investments, Data Analysis, Event Management, Mergers & Acquisitions, Equities, Strategic Planning, Venture Capital, Private Equity, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance, General
Baylor University 1999 — 2003
Bachelor of Arts, Computer Science
High School 1995 — 1999
Lin Gui's J.P. Morgan Experience September 2013 - Present
Job Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan March 2013 - September 2013
J.P. Morgan September 2012 - March 2013
J.P. Morgan April 2012 - October 2012
Thomson Reuters June 2011 - August 2011
Deutsche Bank August 2010 - December 2010
The Redwoods Group August 2010 - December 2010
China Merchants Securities Co., Ltd. February 2010 - March 2010
Skills
VBA, Matlab, C, Excel, Access, MySQL, Reuters, Bloomberg Terminal, Mutual Funds, Trading
Education
Duke University
Master of Engineering Management, Finance
Beijing Institute of Technology
Bachelor of Science, Mathematics and Applied Mathematics
High School Affiliated to Renmin University of China
Science
J.P. Morgan September 2013 - Present
J.P. Morgan March 2013 - September 2013
J.P. Morgan September 2012 - March 2013
J.P. Morgan April 2012 - October 2012
Thomson Reuters June 2011 - August 2011
Deutsche Bank August 2010 - December 2010
The Redwoods Group August 2010 - December 2010
China Merchants Securities Co., Ltd. February 2010 - March 2010
Skills
VBA, Matlab, C, Excel, Access, MySQL, Reuters, Bloomberg Terminal, Mutual Funds, Trading
Education
Duke University
Master of Engineering Management, Finance
Beijing Institute of Technology
Bachelor of Science, Mathematics and Applied Mathematics
High School Affiliated to Renmin University of China
Science
Giovanni Perone's J.P. Morgan Experience September 2006 - February 2008
Job Experienced Trade Support Specialist in the Hedge Fund Space
Industry Financial Services
Experience
Fortress Investment Group February 2008 - Present
Fortress Investment Group February 2008 - Present
D.B. Zwirn & Co. February 2008 - June 2009
J.P. Morgan September 2006 - February 2008
JP Morgan Chase & Co September 2006 - February 2008
State Street Corporation September 2005 - September 2006
Education
Bentley University 2001 — 2005
B/S - Finance, Finance, Economics
Bentley College
Bachelor of Science, Finance; Finance
Lorenzo De' Medici Institute
Fortress Investment Group February 2008 - Present
Fortress Investment Group February 2008 - Present
D.B. Zwirn & Co. February 2008 - June 2009
J.P. Morgan September 2006 - February 2008
JP Morgan Chase & Co September 2006 - February 2008
State Street Corporation September 2005 - September 2006
Education
Bentley University 2001 — 2005
B/S - Finance, Finance, Economics
Bentley College
Bachelor of Science, Finance; Finance
Lorenzo De' Medici Institute
Susan Peng Susan Peng's J.P. Morgan Experience October 2013 - Present
Job Vice President, Group Product Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
JP Morgan May 2010 - October 2013
Motorola January 2006 - May 2010
Motorola 2000 - 2006
Acxiom 1998 - 2000
Skills
Product Management, Product Development, Business Development, Software Development, Strategy, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Marketing
Illinois State University 1996 — 1998
Master's degree, Computer Science, 4.0
Beijing University of Post and Telecommunications 1991 — 1995
Bachelor of Engineering (B.E.) with High Honor
J.P. Morgan October 2013 - Present
JP Morgan May 2010 - October 2013
Motorola January 2006 - May 2010
Motorola 2000 - 2006
Acxiom 1998 - 2000
Skills
Product Management, Product Development, Business Development, Software Development, Strategy, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Marketing
Illinois State University 1996 — 1998
Master's degree, Computer Science, 4.0
Beijing University of Post and Telecommunications 1991 — 1995
Bachelor of Engineering (B.E.) with High Honor
Santanu Chakrabarty Santanu Chakrabarty's J.P. Morgan Experience October 2013 - May 2015
Job High Performance computing research center
Industry Financial Services
Experience
Watson research center of High Performance Computing May 2015 - Present
J.P. Morgan October 2013 - May 2015
Bloomberg Financials (Bloomberg LP) November 2007 - October 2013
Federal Reserve Bank of Newyork June 2006 - November 2007
Omgeo LLC April 2004 - May 2006
IBM Global Services (consultant from iGATE Capital) November 2001 - March 2004
Thomson Financial June 2000 - October 2001
RS Software Ltd. 1999 - 2000
ER&DCI (CDAC, Calcutta, India) June 1997 - October 1999
Kone Elevator India Ltd 1996 - 1997
Skills
Integration, Unix, Perl, Linux, SDLC, Business Analysis, High Availability, Enterprise Architecture, Infrastructure, Vendor Management
Education
Bengal Engineering College (Calcutta University) 1990 — 1994
Bachilor of Engineering (Elect.), Electrical and Electronics Engineering
Bengal Engineering and Science University, Shibpur 1990 — 1994
Bachelor of Engineering, Electrical and Electronics Engineering
Watson research center of High Performance Computing May 2015 - Present
J.P. Morgan October 2013 - May 2015
Bloomberg Financials (Bloomberg LP) November 2007 - October 2013
Federal Reserve Bank of Newyork June 2006 - November 2007
Omgeo LLC April 2004 - May 2006
IBM Global Services (consultant from iGATE Capital) November 2001 - March 2004
Thomson Financial June 2000 - October 2001
RS Software Ltd. 1999 - 2000
ER&DCI (CDAC, Calcutta, India) June 1997 - October 1999
Kone Elevator India Ltd 1996 - 1997
Skills
Integration, Unix, Perl, Linux, SDLC, Business Analysis, High Availability, Enterprise Architecture, Infrastructure, Vendor Management
Education
Bengal Engineering College (Calcutta University) 1990 — 1994
Bachilor of Engineering (Elect.), Electrical and Electronics Engineering
Bengal Engineering and Science University, Shibpur 1990 — 1994
Bachelor of Engineering, Electrical and Electronics Engineering
Marion Julmis's J.P. Morgan Experience September 2010 - January 2012
Job Compliance Officer at JP Morgan Chase
Industry Legal Services
Experience
JP Morgan Chase January 2012 - Present
Barclays 2015 - 2015
J.P. Morgan September 2010 - January 2012
Cardozo Securities Arbitration Clinic, May 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
London Fischer December 2006 - August 2007
Skills
Securities, Dreamweaver, Securities Regulation, Risk Management, Graphic Design, AML, Legal Research Skills, Adobe Creative Suite, Banking, Project Management, Brand Management, Tech-savvy, Contract Negotiation, Legal Research, Analysis, Compliance, Suitability, Cross Functional..., Business Development..., Strategist, Technology, 10b5-1 Plans, Regulation D, FINRA, OCC, Compliance Testing, Management, Employee Management, Corporate Law, Anti Money Laundering, Due Diligence, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
J.D 2010
Penn State University 2002 — 2006
BA, Business Management, International Business, Global Strategy
JP Morgan Chase January 2012 - Present
Barclays 2015 - 2015
J.P. Morgan September 2010 - January 2012
Cardozo Securities Arbitration Clinic, May 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
London Fischer December 2006 - August 2007
Skills
Securities, Dreamweaver, Securities Regulation, Risk Management, Graphic Design, AML, Legal Research Skills, Adobe Creative Suite, Banking, Project Management, Brand Management, Tech-savvy, Contract Negotiation, Legal Research, Analysis, Compliance, Suitability, Cross Functional..., Business Development..., Strategist, Technology, 10b5-1 Plans, Regulation D, FINRA, OCC, Compliance Testing, Management, Employee Management, Corporate Law, Anti Money Laundering, Due Diligence, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
J.D 2010
Penn State University 2002 — 2006
BA, Business Management, International Business, Global Strategy
Evgeny Litver's J.P. Morgan Experience October 2011 - Present
Job Vice President at JP Morgan Chase
Industry Computer Software
Experience
J.P. Morgan October 2011 - Present
Discretix Inc. 2007 - 2011
Cisco System Inc 2006 - 2007
Skills
Trading Systems, Embedded Systems, Python, C++, Software Development, ClearCase, Subversion, Visual Studio, Software Design, Mobile Devices, Linux, Assembler, Shell, TCP/UDP, Win32, i18n, MS Visual Studio, SVN, MFC, ZeroMQ, Eclipse, Win32 API
Education
Universitat Ben Gurion Ba-Negev 2003 — 2007
Bachelor of Science in Communication System Engineering, Computer Communication, Wireless Communication, Network Programming, Communication protocols
J.P. Morgan October 2011 - Present
Discretix Inc. 2007 - 2011
Cisco System Inc 2006 - 2007
Skills
Trading Systems, Embedded Systems, Python, C++, Software Development, ClearCase, Subversion, Visual Studio, Software Design, Mobile Devices, Linux, Assembler, Shell, TCP/UDP, Win32, i18n, MS Visual Studio, SVN, MFC, ZeroMQ, Eclipse, Win32 API
Education
Universitat Ben Gurion Ba-Negev 2003 — 2007
Bachelor of Science in Communication System Engineering, Computer Communication, Wireless Communication, Network Programming, Communication protocols
Glenn Happ's J.P. Morgan Experience 2009 - 2009
Job Vice President, Corporate Compliance
Industry Financial Services
Experience
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
Jonas Seider's J.P. Morgan Experience May 2013 - August 2013
Job Vice President of Investments at Lloyd Jones Capital
Industry Financial Services
Experience
Lloyd Jones Capital September 2014 - Present
Green Mills LLC January 2014 - August 2014
UNC Kenan-Flagler August 2012 - May 2014
J.P. Morgan May 2013 - August 2013
Gibson Dunn & Crutcher September 2009 - June 2012
Tattoo Johnny, Inc. February 2009 - August 2009
OlenderFeldman LLP December 2006 - February 2009
Skills
Finance, Real Estate, Due Diligence, Financial Modeling, Private Equity, Legal Research, Investments, Intellectual Property, Business Development, Analytical Skills, Corporate Communications, Financial Analysis, Valuation, Start-up Consulting, Legal Compliance, Negotiation, Critical Thinking, Strategy, Microsoft Excel, Regulatory Requirements, Quick Study, Research, Capital Markets, Written & Oral..., Microsoft Word, PowerPoint, Alternative Investments, Pro Forma Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Capital Markets and Investments; Corporate Finance
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Banking, Corporate, Finance, and Securities Law
University of Central Florida 2000 — 2003
BA, English
Lloyd Jones Capital September 2014 - Present
Green Mills LLC January 2014 - August 2014
UNC Kenan-Flagler August 2012 - May 2014
J.P. Morgan May 2013 - August 2013
Gibson Dunn & Crutcher September 2009 - June 2012
Tattoo Johnny, Inc. February 2009 - August 2009
OlenderFeldman LLP December 2006 - February 2009
Skills
Finance, Real Estate, Due Diligence, Financial Modeling, Private Equity, Legal Research, Investments, Intellectual Property, Business Development, Analytical Skills, Corporate Communications, Financial Analysis, Valuation, Start-up Consulting, Legal Compliance, Negotiation, Critical Thinking, Strategy, Microsoft Excel, Regulatory Requirements, Quick Study, Research, Capital Markets, Written & Oral..., Microsoft Word, PowerPoint, Alternative Investments, Pro Forma Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Capital Markets and Investments; Corporate Finance
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Banking, Corporate, Finance, and Securities Law
University of Central Florida 2000 — 2003
BA, English
Sam Dykeman's J.P. Morgan Experience May 2007 - Present
Job Vice President/Fiduciary Officer at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2007 - Present
Bank of America May 2003 - May 2007
Northern Trust Corporation February 2001 - April 2003
Skills
Trust Services, Wealth Management, Private Banking, Trusts, High Net Worth..., Wealth Preservation..., Investments, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Banking, Financial Planning, Financial Services, Equities, Mutual Funds, Wealth Management..., Investment Management, Investment Advisory, Finance, Securities, Financial Analysis, Retirement Planning, Investment Strategies
Education
University of Arkansas 1979 — 1982
JD, Law
Baylor University 1974 — 1978
BBA, Business Administration/Accounting
J.P. Morgan May 2007 - Present
Bank of America May 2003 - May 2007
Northern Trust Corporation February 2001 - April 2003
Skills
Trust Services, Wealth Management, Private Banking, Trusts, High Net Worth..., Wealth Preservation..., Investments, Asset Management, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Banking, Financial Planning, Financial Services, Equities, Mutual Funds, Wealth Management..., Investment Management, Investment Advisory, Finance, Securities, Financial Analysis, Retirement Planning, Investment Strategies
Education
University of Arkansas 1979 — 1982
JD, Law
Baylor University 1974 — 1978
BBA, Business Administration/Accounting
David Lovely's J.P. Morgan Experience 1999 - 2002
Job Managing Director at UBS Securities
Industry Financial Services
Experience
UBS Securities 2005 - Present
Fidelity Investments 2002 - 2005
J.P. Morgan 1999 - 2002
Skills
Equities, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Series 7, Structured Products, Investments, Trading Systems, Asset Managment, Prime Brokerage, Portfolio Management
Education
Bowdoin 1995 — 1999
Boston College High School 1991 — 1995
UBS Securities 2005 - Present
Fidelity Investments 2002 - 2005
J.P. Morgan 1999 - 2002
Skills
Equities, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Series 7, Structured Products, Investments, Trading Systems, Asset Managment, Prime Brokerage, Portfolio Management
Education
Bowdoin 1995 — 1999
Boston College High School 1991 — 1995
Traci Bankston's J.P. Morgan Experience November 2014 - July 2015
Job MBA Candidate
Industry Banking
Experience
J.P. Morgan November 2014 - July 2015
BB&T April 2012 - November 2014
Societe Generale Corporate & Investment Banking March 2011 - March 2012
Comerica Bank June 2008 - March 2011
Farmers Insurance September 2007 - May 2008
Northwestern Mutual May 2007 - August 2007
Skills
Credit Analysis, Finance, Financial Analysis, Credit, Portfolio Management, Banking, Corporate Finance, Due Diligence, Financial Modeling, Loans, Risk Management, Valuation, Investments, Capital Markets, Credit Risk, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 2005 — 2008
BBA, Finance
J.P. Morgan November 2014 - July 2015
BB&T April 2012 - November 2014
Societe Generale Corporate & Investment Banking March 2011 - March 2012
Comerica Bank June 2008 - March 2011
Farmers Insurance September 2007 - May 2008
Northwestern Mutual May 2007 - August 2007
Skills
Credit Analysis, Finance, Financial Analysis, Credit, Portfolio Management, Banking, Corporate Finance, Due Diligence, Financial Modeling, Loans, Risk Management, Valuation, Investments, Capital Markets, Credit Risk, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 2005 — 2008
BBA, Finance
Ruijing (Rachel) Ou's J.P. Morgan Experience June 2006 - December 2007
Job Oracle DBA and Senior Oracle SOA/J2EE Developer
Industry Oil & Energy
Experience
National Oilwell Varco December 2007 - Present
J.P. Morgan June 2006 - December 2007
China Mobile 2001 - 2003
Skills
Oracle, SQL, PL/SQL, Databases, XML, Software Development, Java, Scrum, Database Design, Web Services
Education
Indiana University Bloomington 2005 — 2006
MS, Information System
Beijing University of Post and Telecommunications 1998 — 2001
Master's degree, Information Technology
Beijing University of Post and Telecommunications 1994 — 1998
Bachelor's degree, Telecommunications Management
National Oilwell Varco December 2007 - Present
J.P. Morgan June 2006 - December 2007
China Mobile 2001 - 2003
Skills
Oracle, SQL, PL/SQL, Databases, XML, Software Development, Java, Scrum, Database Design, Web Services
Education
Indiana University Bloomington 2005 — 2006
MS, Information System
Beijing University of Post and Telecommunications 1998 — 2001
Master's degree, Information Technology
Beijing University of Post and Telecommunications 1994 — 1998
Bachelor's degree, Telecommunications Management
Chris Dotson's J.P. Morgan Experience July 2012 - July 2013
Job Operations Supervisor at Exel
Industry Logistics and Supply Chain
Experience
Exel August 2013 - Present
J.P. Morgan July 2012 - July 2013
J.P. Morgan April 2006 - July 2012
GE Consuner Finance November 2004 - April 2006
Skills
Process Improvement, Management, Leadership, Training, Team Building, Operations Management, Customer Service, Team Leadership, Project Management, Customer Satisfaction, Business Process..., Microsoft Office, Microsoft Excel, Six Sigma, Outlook, Project Planning, Call Centers, Business Analysis, Change Management, Banking, Outsourcing, Quality Assurance, Cross-functional Team..., Loans, Time Management, Lean Manufacturing, Highly self-motivated, Lean Thinking, Logistics, Shipping & Receiving, Business Planning, Business Process..., Business Strategy, Fullfillment, Maintenance & Repair, Reporting & Analysis, Relationship Management, Product Lifecycle..., Order Fulfillment, Team Coordination, Resource Management, E-commerce
Education
Benedictine University 2005 — 2010
Bachelor's Degree, Business Administration and Management, General
Exel August 2013 - Present
J.P. Morgan July 2012 - July 2013
J.P. Morgan April 2006 - July 2012
GE Consuner Finance November 2004 - April 2006
Skills
Process Improvement, Management, Leadership, Training, Team Building, Operations Management, Customer Service, Team Leadership, Project Management, Customer Satisfaction, Business Process..., Microsoft Office, Microsoft Excel, Six Sigma, Outlook, Project Planning, Call Centers, Business Analysis, Change Management, Banking, Outsourcing, Quality Assurance, Cross-functional Team..., Loans, Time Management, Lean Manufacturing, Highly self-motivated, Lean Thinking, Logistics, Shipping & Receiving, Business Planning, Business Process..., Business Strategy, Fullfillment, Maintenance & Repair, Reporting & Analysis, Relationship Management, Product Lifecycle..., Order Fulfillment, Team Coordination, Resource Management, E-commerce
Education
Benedictine University 2005 — 2010
Bachelor's Degree, Business Administration and Management, General
Eric Wald's J.P. Morgan Experience July 2012 - Present
Job Associate at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan July 2012 - Present
JPMorgan July 2009 - July 2012
JPMorgan May 2008 - August 2008
Centro Properties May 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Bloomberg, Real Estate, Capital Markets, Investments, Valuation, Investment Properties, Equities, Financial Analysis, Acquisitions, Asset Management, Due Diligence, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, DCF
Education
Bentley University 2005 — 2009
BS, Finance, International Studies
J.P. Morgan July 2012 - Present
JPMorgan July 2009 - July 2012
JPMorgan May 2008 - August 2008
Centro Properties May 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Bloomberg, Real Estate, Capital Markets, Investments, Valuation, Investment Properties, Equities, Financial Analysis, Acquisitions, Asset Management, Due Diligence, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, DCF
Education
Bentley University 2005 — 2009
BS, Finance, International Studies
Julia Romine Ginsberg, PMP's J.P. Morgan Experience September 2011 - Present
Job Sr. Project Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
MDG Computer Services, Inc. September 2005 - Present
GE Commercial Distribution Finance May 2001 - September 2005
ge 2004 - 2005
GE Capital July 1996 - May 2001
Options Clearing Corporation July 1990 - November 1995
GE Consulting Services December 1987 - July 1990
EDS March 1985 - December 1987
Education
Benedictine University 1989 — 1991
MBA, Business, Organizational Development
Western Illinois University 1980 — 1984
BA, Computer Science
J.P. Morgan September 2011 - Present
MDG Computer Services, Inc. September 2005 - Present
GE Commercial Distribution Finance May 2001 - September 2005
ge 2004 - 2005
GE Capital July 1996 - May 2001
Options Clearing Corporation July 1990 - November 1995
GE Consulting Services December 1987 - July 1990
EDS March 1985 - December 1987
Education
Benedictine University 1989 — 1991
MBA, Business, Organizational Development
Western Illinois University 1980 — 1984
BA, Computer Science
Ayanna Blake's J.P. Morgan Experience August 2011 - August 2012
Job
Industry Law Practice
Experience
Borrelli & Associates, P.L.L.C. August 2012 - Present
J.P. Morgan August 2011 - August 2012
Kings County District Attorney July 2006 - July 2011
Skills
Legal Research, Litigation, Legal Writing, Criminal Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2005
SUNY at Buffalo
Borrelli & Associates, P.L.L.C. August 2012 - Present
J.P. Morgan August 2011 - August 2012
Kings County District Attorney July 2006 - July 2011
Skills
Legal Research, Litigation, Legal Writing, Criminal Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2005
SUNY at Buffalo
Christopher Moy's J.P. Morgan Experience August 2011 - April 2014
Job Senior Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital April 2014 - Present
J.P. Morgan August 2011 - April 2014
Cartier November 2010 - April 2011
Leslie Rudd Investment Company June 2009 - November 2010
Kegani Pacific Advisors 2007 - 2007
Education
Claremont McKenna College
Bachelor of Arts, Economics and Finance
Beijing Foreign Studies University
Mandarin Chinese
Punahou School
ICONIQ Capital April 2014 - Present
J.P. Morgan August 2011 - April 2014
Cartier November 2010 - April 2011
Leslie Rudd Investment Company June 2009 - November 2010
Kegani Pacific Advisors 2007 - 2007
Education
Claremont McKenna College
Bachelor of Arts, Economics and Finance
Beijing Foreign Studies University
Mandarin Chinese
Punahou School
Paul Shield's J.P. Morgan Experience July 2013 - Present
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
Crissie Fortmeyer's J.P. Morgan Experience May 2014 - Present
Job at JP Morgan Endowments and Foundation's Group
Industry Investment Management
Experience
J.P. Morgan May 2014 - Present
Russell Investments 2010 - April 2014
Commonfund 1991 - 2010
Skills
Hedge Funds, Asset Managment, Investments, Private Equity, Investment Strategies, Investor Relations, Alternative Investments, Team Leadership, Series 7, New Business Development, Asset Allocation, Investment Management, Business Development, Fund Of Funds, Asset Management, Endowments, Series 63, Due Diligence, Business Strategy, Fixed Income, Emerging Markets, Portfolio Management, Equities, Institutional...
Education
University of Redlands 1993 — 1995
MBA
Baylor University - Hankamer School of Business 1987 — 1991
Business Administration, Finance and General Business
J.P. Morgan May 2014 - Present
Russell Investments 2010 - April 2014
Commonfund 1991 - 2010
Skills
Hedge Funds, Asset Managment, Investments, Private Equity, Investment Strategies, Investor Relations, Alternative Investments, Team Leadership, Series 7, New Business Development, Asset Allocation, Investment Management, Business Development, Fund Of Funds, Asset Management, Endowments, Series 63, Due Diligence, Business Strategy, Fixed Income, Emerging Markets, Portfolio Management, Equities, Institutional...
Education
University of Redlands 1993 — 1995
MBA
Baylor University - Hankamer School of Business 1987 — 1991
Business Administration, Finance and General Business
Seth Petok's J.P. Morgan Experience January 1998 - February 2009
Job Managing Director, Sound Harbor Capital LLC
Industry Financial Services
Experience
Sound Harbor Capital LLC March 2009 - Present
J.P. Morgan January 1998 - February 2009
Sony Corporation of America 1995 - 1997
Nissan Finance 1988 - 1994
Burson-Marsteller 1982 - 1987
Chadbourne & Parke LLP 1980 - 1980
Skills
Hedge Funds, Equities, Capital Markets, Investor Relations, Corporate Communications, Management Consulting, Securities, Asset Management, Alternative Investments, Bloomberg, Financial Services, Options, Portfolio Management, Valuation, Fixed Income, Private Equity, Equity Research, Financial Modeling, Mutual Funds, Investment Management, Trading, Venture Capital, Investments, Series 7, Financial Markets, Derivatives, Investment Banking, Structured Finance, Management, Marketing, Emerging Markets, Mediation, Alternative Dispute...
Education
University of Michigan
Bachelor's, History
Benjamin N. Cardozo School of Law, Yeshiva University 1979 — 1982
JD
Sound Harbor Capital LLC March 2009 - Present
J.P. Morgan January 1998 - February 2009
Sony Corporation of America 1995 - 1997
Nissan Finance 1988 - 1994
Burson-Marsteller 1982 - 1987
Chadbourne & Parke LLP 1980 - 1980
Skills
Hedge Funds, Equities, Capital Markets, Investor Relations, Corporate Communications, Management Consulting, Securities, Asset Management, Alternative Investments, Bloomberg, Financial Services, Options, Portfolio Management, Valuation, Fixed Income, Private Equity, Equity Research, Financial Modeling, Mutual Funds, Investment Management, Trading, Venture Capital, Investments, Series 7, Financial Markets, Derivatives, Investment Banking, Structured Finance, Management, Marketing, Emerging Markets, Mediation, Alternative Dispute...
Education
University of Michigan
Bachelor's, History
Benjamin N. Cardozo School of Law, Yeshiva University 1979 — 1982
JD
Stacy Eiseline's J.P. Morgan Experience April 2011 - June 2015
Job Assistant Director, Global Insurance Marketing at EY
Industry Accounting
Experience
EY June 2015 - Present
J.P. Morgan April 2011 - June 2015
J.P. Morgan January 2007 - April 2011
J.P. Morgan October 2005 - January 2007
J.P. Morgan June 2005 - October 2005
Skills
Marketing, Marketing Communications, Internal Communications, Marketing Strategy, Project Management, Email Newsletter Design, Strategy, Executive..., Editing, Intranet Strategy, SharePoint, Internet Strategy, Web Metrics, Social Media, Management, Omniture, Private Banking, Event Marketing Strategy, WordPress, Fatwire, Financial Modeling, Equities
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Baylor University 2000 — 2004
BBA, Finance/International Business
New York University 2014 — 2014
Digital Marketing Intensive, School of Continuing and Professional Studies
EY June 2015 - Present
J.P. Morgan April 2011 - June 2015
J.P. Morgan January 2007 - April 2011
J.P. Morgan October 2005 - January 2007
J.P. Morgan June 2005 - October 2005
Skills
Marketing, Marketing Communications, Internal Communications, Marketing Strategy, Project Management, Email Newsletter Design, Strategy, Executive..., Editing, Intranet Strategy, SharePoint, Internet Strategy, Web Metrics, Social Media, Management, Omniture, Private Banking, Event Marketing Strategy, WordPress, Fatwire, Financial Modeling, Equities
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Baylor University 2000 — 2004
BBA, Finance/International Business
New York University 2014 — 2014
Digital Marketing Intensive, School of Continuing and Professional Studies
Sean Tracey's J.P. Morgan Experience June 2010 - December 2013
Job Senior Financial Analyst at Camden Property Trust
Industry Real Estate
Experience
Camden Property Trust December 2013 - Present
J.P. Morgan June 2010 - December 2013
WoodRock & Co. September 2008 - July 2010
Teacher Retirement System of Texas June 2008 - August 2008
SemGroup, L.P. June 2006 - August 2006
Skills
Valuation, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Risk Management, Strategy, Equity Sales, Bloomberg, Analysis, Investments, Equities, Financial Modeling, Private Equity, Corporate Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
MBA, Finance
Baylor University 2003 — 2007
B.S., Economics & Mathematics
Camden Property Trust December 2013 - Present
J.P. Morgan June 2010 - December 2013
WoodRock & Co. September 2008 - July 2010
Teacher Retirement System of Texas June 2008 - August 2008
SemGroup, L.P. June 2006 - August 2006
Skills
Valuation, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Risk Management, Strategy, Equity Sales, Bloomberg, Analysis, Investments, Equities, Financial Modeling, Private Equity, Corporate Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
MBA, Finance
Baylor University 2003 — 2007
B.S., Economics & Mathematics
Bill Tsoulos MBA's J.P. Morgan Experience October 2013 - December 2014
Job Sr. Regional Sales Facilitator at MetLife
Industry Financial Services
Experience
MetLife December 2014 - Present
J.P. Morgan October 2013 - December 2014
Ameriprise Financial Services, Inc. October 2011 - October 2013
Ameriprise Financial Services, Inc. March 2011 - October 2011
Ameriprise Financial Advisors September 2006 - March 2011
H&R Block Financial Advisors September 2006 - October 2009
Skills
Leadership, Insurance, Finance, Sales, Series 7, Retirement Planning, Mutual Funds, Time Management, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Uniform Combined State..., Strategic Financial...
Education
Benedictine University 2006 — 2010
MBA, Finance
University of Illinois at Chicago 2000 — 2004
BSA, Enlish Literature
MetLife December 2014 - Present
J.P. Morgan October 2013 - December 2014
Ameriprise Financial Services, Inc. October 2011 - October 2013
Ameriprise Financial Services, Inc. March 2011 - October 2011
Ameriprise Financial Advisors September 2006 - March 2011
H&R Block Financial Advisors September 2006 - October 2009
Skills
Leadership, Insurance, Finance, Sales, Series 7, Retirement Planning, Mutual Funds, Time Management, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Uniform Combined State..., Strategic Financial...
Education
Benedictine University 2006 — 2010
MBA, Finance
University of Illinois at Chicago 2000 — 2004
BSA, Enlish Literature
Joshua Stumpf's J.P. Morgan Experience June 2014 - December 2014
Job CEO and Chief Investment Officer at Stumpf Capital Management LLC
Industry Financial Services
Experience
Stumpf Capital Management LLC December 2014 - Present
J.P. Morgan June 2014 - December 2014
Bank of America June 2013 - September 2013
JPMorgan Chase September 2012 - June 2013
JPMorgan Chase March 2009 - September 2012
Bank of the West July 2007 - March 2009
Greater Bay Bank July 2006 - June 2007
Frost Bank January 2004 - June 2006
Wells Fargo Financial June 2002 - December 2003
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit, Business Development, Financial Services, Strategic Financial..., Equities, Investments, Financial Modeling, Asset Management, Financial Analysis, Credit Analysis, Underwriting, Lines Of Credit, Mortgage Lending, Loan Origination, Finance, Asset Based Lending, Series 7
Education
Leadership San Francisco 2007 — 2008
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance
Stumpf Capital Management LLC December 2014 - Present
J.P. Morgan June 2014 - December 2014
Bank of America June 2013 - September 2013
JPMorgan Chase September 2012 - June 2013
JPMorgan Chase March 2009 - September 2012
Bank of the West July 2007 - March 2009
Greater Bay Bank July 2006 - June 2007
Frost Bank January 2004 - June 2006
Wells Fargo Financial June 2002 - December 2003
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit, Business Development, Financial Services, Strategic Financial..., Equities, Investments, Financial Modeling, Asset Management, Financial Analysis, Credit Analysis, Underwriting, Lines Of Credit, Mortgage Lending, Loan Origination, Finance, Asset Based Lending, Series 7
Education
Leadership San Francisco 2007 — 2008
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance
Matthew Berg's J.P. Morgan Experience June 2006 - February 2007
Job Associate at Dechert LLP
Industry Real Estate
Experience
Dechert LLP February 2014 - Present
Duval & Stachenfeld LLP September 2012 - January 2014
Benjamin N. Cardozo School of Law 2009 - 2012
Vornado Realty Trust June 2011 - August 2011
Centerline Capital Group January 2011 - April 2011
Richmond County Office of the District Attorney June 2010 - August 2010
Centerline Capital Group February 2007 - August 2009
J.P. Morgan June 2006 - February 2007
Skills
Real Estate Economics, Real Estate, Commercial Real Estate, Structured Finance, Due Diligence, Finance, Corporate Governance, Credit, Acquisitions, CMBS, Real Estate Transactions, Financial Structuring, Loans, Securities, Securities Regulation, Portfolio Management, CDO, Securitization, Asset Managment, Disposition, Private Equity, Valuation, Capital Markets, Real Estate Financing, Investments, Financial Modeling, Real Estate Development
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
JD, cum laude, Real Estate
Duke University 2002 — 2006
BS, magna cum laude, Economics, History
Millburn High School 1998 — 2002
Dechert LLP February 2014 - Present
Duval & Stachenfeld LLP September 2012 - January 2014
Benjamin N. Cardozo School of Law 2009 - 2012
Vornado Realty Trust June 2011 - August 2011
Centerline Capital Group January 2011 - April 2011
Richmond County Office of the District Attorney June 2010 - August 2010
Centerline Capital Group February 2007 - August 2009
J.P. Morgan June 2006 - February 2007
Skills
Real Estate Economics, Real Estate, Commercial Real Estate, Structured Finance, Due Diligence, Finance, Corporate Governance, Credit, Acquisitions, CMBS, Real Estate Transactions, Financial Structuring, Loans, Securities, Securities Regulation, Portfolio Management, CDO, Securitization, Asset Managment, Disposition, Private Equity, Valuation, Capital Markets, Real Estate Financing, Investments, Financial Modeling, Real Estate Development
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
JD, cum laude, Real Estate
Duke University 2002 — 2006
BS, magna cum laude, Economics, History
Millburn High School 1998 — 2002
Francisco Olivera's J.P. Morgan Experience June 2011 - June 2013
Job President of Arevilo Capital Management
Industry Investment Management
Experience
Arevilo Capital Management May 2014 - Present
Memorial Capital Corp. July 2013 - October 2013
J.P. Morgan June 2011 - June 2013
Skills
Bloomberg, Valuation, Financial Modeling, Investment Banking, Equities, Capital Markets, Corporate Finance, Equity Research, Fixed Income, LBO, Hedge Funds, Equity Valuation, Capital IQ, Bloomberg Terminal, Emerging Markets, DCF, Financial Analysis, Microsoft Excel
Education
Bentley University 2007 — 2011
BS, Finance
Arevilo Capital Management May 2014 - Present
Memorial Capital Corp. July 2013 - October 2013
J.P. Morgan June 2011 - June 2013
Skills
Bloomberg, Valuation, Financial Modeling, Investment Banking, Equities, Capital Markets, Corporate Finance, Equity Research, Fixed Income, LBO, Hedge Funds, Equity Valuation, Capital IQ, Bloomberg Terminal, Emerging Markets, DCF, Financial Analysis, Microsoft Excel
Education
Bentley University 2007 — 2011
BS, Finance
Adam Carlow's J.P. Morgan Experience December 2014 - Present
Job Alternative Fund Services
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan September 2011 - December 2014
State Street Global Services February 2006 - September 2011
Skills
Securities, Corporate Finance, Financial Analysis, Microsoft Excel, Fixed Income, Customer Service, Insurance, Business Analysis, Microsoft Office, Outlook, Sales, Microsoft Word, Accounting, Management, Bloomberg Terminal, SQL, Project Management, Change Management, Business Transformation
Education
Bentley University
BS, Business Management
J.P. Morgan December 2014 - Present
J.P. Morgan September 2011 - December 2014
State Street Global Services February 2006 - September 2011
Skills
Securities, Corporate Finance, Financial Analysis, Microsoft Excel, Fixed Income, Customer Service, Insurance, Business Analysis, Microsoft Office, Outlook, Sales, Microsoft Word, Accounting, Management, Bloomberg Terminal, SQL, Project Management, Change Management, Business Transformation
Education
Bentley University
BS, Business Management
John Heyde's J.P. Morgan Experience September 2012 - March 2014
Job Assistant Vice President at SandsPoint Capital Advisors LLC
Industry Accounting
Experience
SandsPoint Capital Advisors LLC April 2014 - Present
J.P. Morgan September 2012 - March 2014
Archon Group January 2008 - August 2012
RSM McGladrey, Inc 2005 - 2007
Skills
GAAP, General Ledger, Accounting, Financial Reporting, Financial Statements, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Consolidation, US GAAP, Sarbanes-Oxley Act, SEC filings, CPA, Due Diligence, Financial Modeling
Education
Baylor University 1999 — 2005
MACC, Accounting
Baylor University - Hankamer School of Business 1999 — 2005
Master's degree, Accounting
SandsPoint Capital Advisors LLC April 2014 - Present
J.P. Morgan September 2012 - March 2014
Archon Group January 2008 - August 2012
RSM McGladrey, Inc 2005 - 2007
Skills
GAAP, General Ledger, Accounting, Financial Reporting, Financial Statements, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Consolidation, US GAAP, Sarbanes-Oxley Act, SEC filings, CPA, Due Diligence, Financial Modeling
Education
Baylor University 1999 — 2005
MACC, Accounting
Baylor University - Hankamer School of Business 1999 — 2005
Master's degree, Accounting
Emma Y's J.P. Morgan Experience July 2011 - August 2011
Job Numerix Quantitative Analyst Intern
Industry Financial Services
Experience
Ernst & Young 2013 - 2013
NumeriX April 2012 - September 2012
J.P. Morgan July 2011 - August 2011
Skills
Excel, VBA, C++, Java, Matlab, R, SAS, Bloomberg Terminal, Numerix, Microsoft Office, SQL, Python
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Master, Master of Science in Mathematical Finance, 3.7
Purdue University 2008 — 2010
Master, Electrical and Computer Engineering, 3.9
Beijing Institute of Technology 2004 — 2008
Bachelor of Engineering (B.Eng.), Electrical Engineering
Ernst & Young 2013 - 2013
NumeriX April 2012 - September 2012
J.P. Morgan July 2011 - August 2011
Skills
Excel, VBA, C++, Java, Matlab, R, SAS, Bloomberg Terminal, Numerix, Microsoft Office, SQL, Python
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Master, Master of Science in Mathematical Finance, 3.7
Purdue University 2008 — 2010
Master, Electrical and Computer Engineering, 3.9
Beijing Institute of Technology 2004 — 2008
Bachelor of Engineering (B.Eng.), Electrical Engineering
Robert Newton's J.P. Morgan Experience 1993 - 1994
Job Director Finance at Equifax
Industry Financial Services
Experience
Equifax May 2007 - Present
State Street Corp 1989 - 2007
J.P. Morgan 1993 - 1994
Skills
Financial Modeling, Financial Services, Finance, Financial Analysis, Process Improvement, Financial Reporting, Strategic Financial..., Business Analysis, Essbase, Capital Budgeting, Budgets, Mutual Funds, Variance Analysis, Business Case Modelling, Microsoft Excel, Oracle E-Business Suite, Oracle Discoverer, Forecasting, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
Master of Science (MS), Finance, Graduated with Distinction
Bridgewater State University 1985 — 1988
BS, Management Science, Minor in Economics, Graduated Summa Cum Laude
Equifax May 2007 - Present
State Street Corp 1989 - 2007
J.P. Morgan 1993 - 1994
Skills
Financial Modeling, Financial Services, Finance, Financial Analysis, Process Improvement, Financial Reporting, Strategic Financial..., Business Analysis, Essbase, Capital Budgeting, Budgets, Mutual Funds, Variance Analysis, Business Case Modelling, Microsoft Excel, Oracle E-Business Suite, Oracle Discoverer, Forecasting, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
Master of Science (MS), Finance, Graduated with Distinction
Bridgewater State University 1985 — 1988
BS, Management Science, Minor in Economics, Graduated Summa Cum Laude
Michelle Zaker's J.P. Morgan Experience February 2014 - Present
Job Underwriting Team Supervisor
Industry Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan September 2013 - February 2014
J.P. Morgan Private Bank September 2009 - September 2013
HSBC June 2004 - May 2009
Household Retail Services October 1998 - June 2004
Skills
Credit, Microsoft Excel, Loans, Banking, Mortgage Lending, Finance, Portfolio Management, Mortgage Underwriting, Underwriting, Call Centers, Financial Services, Auditing, Training, Customer Service, Credit Cards, Cash Flow, Financial Structuring, Credit Analysis, Financial Analysis, Credit Risk, Risk Management, Loan Origination, Mortgage Banking
Education
Benedictine University 2008 — 2011
M.B.A., Finance
University of Phoenix 2003 — 2008
B.S., Finance
J.P. Morgan February 2014 - Present
J.P. Morgan September 2013 - February 2014
J.P. Morgan Private Bank September 2009 - September 2013
HSBC June 2004 - May 2009
Household Retail Services October 1998 - June 2004
Skills
Credit, Microsoft Excel, Loans, Banking, Mortgage Lending, Finance, Portfolio Management, Mortgage Underwriting, Underwriting, Call Centers, Financial Services, Auditing, Training, Customer Service, Credit Cards, Cash Flow, Financial Structuring, Credit Analysis, Financial Analysis, Credit Risk, Risk Management, Loan Origination, Mortgage Banking
Education
Benedictine University 2008 — 2011
M.B.A., Finance
University of Phoenix 2003 — 2008
B.S., Finance
Stephen Kradzinski's J.P. Morgan Experience January 2014 - Present
Job Sales Associate at JPMorgan Chase
Industry Information Technology and Services
Experience
J.P. Morgan January 2014 - Present
Empyrean Benefit Solutions March 2011 - January 2014
Pappasito's Cantina November 2010 - March 2011
Education
Baylor University - Hankamer School of Business 2006 — 2010
BBA, MIS
J.P. Morgan January 2014 - Present
Empyrean Benefit Solutions March 2011 - January 2014
Pappasito's Cantina November 2010 - March 2011
Education
Baylor University - Hankamer School of Business 2006 — 2010
BBA, MIS
James Fetters's J.P. Morgan Experience 2004 - 2009
Job
Industry Financial Services
Experience
IRTH Communications 2014 - Present
Morgan Stanley 2009 - 2013
J.P. Morgan 2004 - 2009
JPMorgan Chase 2002 - 2004
Oracle June 2001 - September 2001
Skills
Outlook, Strategic Planning, Budgets, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Negotiation, Editing, Institutional Sales, Trading, Investment Banking, Rates, Capital Markets, Hedge Funds, Series 7, Series 63, Bloomberg, Securities, Bonds, Electronic Trading
Education
Belmont Abbey College
Bachelor of Arts (BA), Political Science and Government
IRTH Communications 2014 - Present
Morgan Stanley 2009 - 2013
J.P. Morgan 2004 - 2009
JPMorgan Chase 2002 - 2004
Oracle June 2001 - September 2001
Skills
Outlook, Strategic Planning, Budgets, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Negotiation, Editing, Institutional Sales, Trading, Investment Banking, Rates, Capital Markets, Hedge Funds, Series 7, Series 63, Bloomberg, Securities, Bonds, Electronic Trading
Education
Belmont Abbey College
Bachelor of Arts (BA), Political Science and Government
Daniel Lamoureux's J.P. Morgan Experience May 2013 - Present
Job Visual Basic for Applications (VBA) Developer, Investment Bank Operations Professional
Industry Investment Banking
Experience
J.P. Morgan May 2013 - Present
JPMorgan Chase July 2011 - May 2013
Skills
Microsoft Excel, Microsoft Access, Visual Basic for...
Education
Bentley University 2007 — 2011
Accountancy and Finance
J.P. Morgan May 2013 - Present
JPMorgan Chase July 2011 - May 2013
Skills
Microsoft Excel, Microsoft Access, Visual Basic for...
Education
Bentley University 2007 — 2011
Accountancy and Finance
Yaoye Li's J.P. Morgan Experience November 2014 - Present
Job Senior Software engineer at Misys
Industry Information Technology and Services
Experience
J.P. Morgan November 2014 - Present
Skills
Trading Systems, Summit, Fixed Income, C++ Language, C#, Interest Rate..., Capital Markets, Software Development, Equity Derivatives, FX trading, FX Options, Software Design, SQL, SDLC
Education
Stevens Institute of Technology 2005 — 2007
Master, Mechanical engineering
Beihang University 1996 — 1999
Master, Manufacture engineering and Automation
Beihang University 1992 — 1996
BS, Manufacturing Engineering
J.P. Morgan November 2014 - Present
Skills
Trading Systems, Summit, Fixed Income, C++ Language, C#, Interest Rate..., Capital Markets, Software Development, Equity Derivatives, FX trading, FX Options, Software Design, SQL, SDLC
Education
Stevens Institute of Technology 2005 — 2007
Master, Mechanical engineering
Beihang University 1996 — 1999
Master, Manufacture engineering and Automation
Beihang University 1992 — 1996
BS, Manufacturing Engineering
Craig D. Rockey's J.P. Morgan Experience May 2013 - Present
Job Vice President, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Entrepreneurial Studies, Top Five Business Plan
Beloit College 1986 — 1990
Bachelor of Arts (BA), Classical Philology, Cum Laude
New Trier Township High School 1982 — 1986
J.P. Morgan May 2013 - Present
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Entrepreneurial Studies, Top Five Business Plan
Beloit College 1986 — 1990
Bachelor of Arts (BA), Classical Philology, Cum Laude
New Trier Township High School 1982 — 1986
Sean Dunne, CMA CABM's J.P. Morgan Experience February 2006 - June 2008
Job Senior Accountant at Cemex
Industry Accounting
Experience
Cemex May 2012 - Present
Randstad formerly SFN Group July 2008 - May 2012
J.P. Morgan February 2006 - June 2008
Skills
Financial Analysis, Account Reconciliation, International Trade, Variance Analysis, Cost Accounting, Budget Analysis, Logistics, Private Banking
Education
Belmont Abbey College 2001 — 2005
Bachelor of Arts, Accounting
Belmont Abbey College 2001 — 2005
Bachelor of Arts, Business Administration
Cemex May 2012 - Present
Randstad formerly SFN Group July 2008 - May 2012
J.P. Morgan February 2006 - June 2008
Skills
Financial Analysis, Account Reconciliation, International Trade, Variance Analysis, Cost Accounting, Budget Analysis, Logistics, Private Banking
Education
Belmont Abbey College 2001 — 2005
Bachelor of Arts, Accounting
Belmont Abbey College 2001 — 2005
Bachelor of Arts, Business Administration
Chris Jacovides's J.P. Morgan Experience May 2014 - Present
Job at
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan November 2010 - May 2014
Skills
Financial Reporting, Project Management, Derivatives, ERISA, Financial Audits, Risk Management, Microsoft Excel, Credit, Financial Services
Education
Bentley College 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan May 2014 - Present
J.P. Morgan November 2010 - May 2014
Skills
Financial Reporting, Project Management, Derivatives, ERISA, Financial Audits, Risk Management, Microsoft Excel, Credit, Financial Services
Education
Bentley College 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Monica Kaminski, CFA's J.P. Morgan Experience November 2008 - October 2012
Job Portfolio Manager at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank August 2012 - Present
J.P. Morgan November 2008 - October 2012
Calamos Investments January 2007 - November 2008
Skills
Alternative Investments, Asset Allocation, Fixed Income, Equities, Investments, Private Banking, Series 7, Wealth Management..., Portfolio Management
Education
Benedictine University
Bachelor's degree, Economics
BMO Private Bank August 2012 - Present
J.P. Morgan November 2008 - October 2012
Calamos Investments January 2007 - November 2008
Skills
Alternative Investments, Asset Allocation, Fixed Income, Equities, Investments, Private Banking, Series 7, Wealth Management..., Portfolio Management
Education
Benedictine University
Bachelor's degree, Economics
Issam Al-Mamlouk's J.P. Morgan Experience February 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Morgan Stanley December 2013 - December 2014
The Abraaj Group June 2012 - August 2012
Education
Northeastern University
Master of Science (MS), Finance
Bentley University
Bachelor of Science (BS), Managerial Economics - Quantitative Analysis
J.P. Morgan February 2015 - Present
Morgan Stanley December 2013 - December 2014
The Abraaj Group June 2012 - August 2012
Education
Northeastern University
Master of Science (MS), Finance
Bentley University
Bachelor of Science (BS), Managerial Economics - Quantitative Analysis
Erin Gibeault's J.P. Morgan Experience April 2013 - Present
Job Vice President, Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan January 2011 - April 2013
State Street July 2000 - December 2010
Education
Bentley University 2001 — 2005
Master of Business Administration (MBA), Finance, General
Wheaton College (MA) 1996 — 2000
Bachelor's degree, Economics
J.P. Morgan April 2013 - Present
J.P. Morgan January 2011 - April 2013
State Street July 2000 - December 2010
Education
Bentley University 2001 — 2005
Master of Business Administration (MBA), Finance, General
Wheaton College (MA) 1996 — 2000
Bachelor's degree, Economics
Alexandra Gutman's J.P. Morgan Experience September 2014 - Present
Job Associate at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan September 2014 - Present
Administration for Children's Services June 2012 - August 2012
Brunelle & Hadjikow, P.C. June 2009 - August 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Doctor of Law (J.D.)
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.)
J.P. Morgan September 2014 - Present
Administration for Children's Services June 2012 - August 2012
Brunelle & Hadjikow, P.C. June 2009 - August 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Doctor of Law (J.D.)
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.)
Wen Yao, CFA's J.P. Morgan Experience April 2015 - Present
Job Associate at J.P. Morgan High Yield Credit Research
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan April 2013 - March 2015
J.P. Morgan June 2010 - March 2013
Oaktree Capital Management June 2009 - December 2009
Skills
Capital Markets, Securitization, Financial Modeling, Private Equity, Hedge Funds, Credit Analysis, Credit, Valuation, Asset Based Lending, REIT, CDS, MBS, CDO, Credit Risk, Investment Banking, Fixed Income, Term Loan, Repo Financing, Leverage Buy Out, BDC, Bloomberg, Equity Research, Equity Derivatives, Equities, Residential Mortgages, CFA all levels passed, Agency MBS, CMBS, ABS, CLO, RMBS, Banking analysis, High Yield Bonds
Education
New York University 2008 — 2010
Master of Arts (M.A.), Economics
Beijing Jiaotong University 2004 — 2008
Bachelor of Arts (B.A.), Economics
J.P. Morgan April 2015 - Present
J.P. Morgan April 2013 - March 2015
J.P. Morgan June 2010 - March 2013
Oaktree Capital Management June 2009 - December 2009
Skills
Capital Markets, Securitization, Financial Modeling, Private Equity, Hedge Funds, Credit Analysis, Credit, Valuation, Asset Based Lending, REIT, CDS, MBS, CDO, Credit Risk, Investment Banking, Fixed Income, Term Loan, Repo Financing, Leverage Buy Out, BDC, Bloomberg, Equity Research, Equity Derivatives, Equities, Residential Mortgages, CFA all levels passed, Agency MBS, CMBS, ABS, CLO, RMBS, Banking analysis, High Yield Bonds
Education
New York University 2008 — 2010
Master of Arts (M.A.), Economics
Beijing Jiaotong University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Jo Lynne Beverly's J.P. Morgan Experience September 1987 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 1987 - Present
Education
Baylor University
J.P. Morgan September 1987 - Present
Education
Baylor University
Benjamin Poirier's J.P. Morgan Experience December 2010 - September 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Merrill Lynch Private Bank and Investment Group September 2013 - August 2014
J.P. Morgan December 2010 - September 2013
Education
Bentley University 2006 — 2010
BA, Finance
Morgan Stanley 2014 - Present
Merrill Lynch Private Bank and Investment Group September 2013 - August 2014
J.P. Morgan December 2010 - September 2013
Education
Bentley University 2006 — 2010
BA, Finance
Angela LaRocca's J.P. Morgan Experience October 2001 - November 2003
Job Retirement Plan Administration at Heartland Consulting Group, Inc.
Industry Accounting
Experience
Heartland Consulting Group, Inc. February 2004 - Present
J.P. Morgan October 2001 - November 2003
U.S. Bank June 1990 - September 2001
Education
Benedictine College 1987 — 1989
Bachelor of Business Administration (B.B.A.)
Kansas City Kansas Community College 1985 — 1987
Associate's degree, Business
Heartland Consulting Group, Inc. February 2004 - Present
J.P. Morgan October 2001 - November 2003
U.S. Bank June 1990 - September 2001
Education
Benedictine College 1987 — 1989
Bachelor of Business Administration (B.B.A.)
Kansas City Kansas Community College 1985 — 1987
Associate's degree, Business
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.