J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase June 2013 - June 2015
J.P. Morgan December 2007 - June 2013
JPMorgan Chase August 2005 - December 2007
Skills
Leader, Operations Management, Data Analysis, Cross-functional Team..., Microsoft Word, Employee Training, Healthcare, Product Development, Recruiting, Process Improvement, Product Management, Leadership, Team Building, Banking, Customer Service, Organizational..., Project Management, Microsoft Office, Business Strategy, Program Management, Public Speaking, Microsoft Excel, Team Leadership, Event Planning, Staff Development, PowerPoint, Business Development, Training, Budgets, Business Analysis, Financial Analysis, Leadership Development, Coaching
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 1999 — 2004
Bachelor's degree, Sociology
Wells Fargo Advisors, LLC November 2011 - Present
J.P. Morgan 2010 - November 2011
Strategic Resource Group - MetLife 2007 - 2010
The Ohio State University 2004 - 2007
Skills
Investments, Retirement Planning, Retirement, Financial Services, Finance, Investment Strategies, Insurance, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, Strategic Planning, Life Insurance, Estate Planning, Asset Management, Investment Planning, Wealth Planning, Wealth Strategies
Education
The Ohio State University
Family Resource Management/Consumer Affairs, Finance, Economics
SunServe Social Services August 2014 - Present
J.P. Morgan January 2009 - November 2012
YRC Worldwide, Inc. January 2006 - January 2009
Digiulio Insurance Group March 1996 - January 2006
Skills
Accounts Receivable, Invoicing, Outlook, Data Entry, Accounting, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Access, Forecasting, Account Reconciliation, Process Improvement
Education
The Ohio State University 2003 — 2008
Bachelor's degree, Business Administration and Management
J.P. Morgan November 2014 - Present
The Ohio State University Fisher College of Business May 2012 - November 2014
The Ohio State University January 2010 - May 2012
Sears Holdings Corporation June 2007 - December 2009
The Ohio State University June 2006 - August 2007
WBNS-TV January 2007 - March 2007
Skills
Public Speaking, Writing, Event Management, Counseling, Data Analysis, Team Management, Mass Communication, Strategic Communications, College Recruiting, Merchandising, Budgeting, Budgets, Admissions, Recruiting, Interviews, Community Outreach, Event Planning, Leadership, Management, Microsoft Excel, Microsoft Office, Research
Education
The Ohio State University 2004 — 2008
Bachelors
J.P. Morgan July 2015 - Present
US Banccorp March 2015 - June 2015
Avida Capital Group May 2013 - December 2013
Cornerstone Restaurant Group October 2010 - July 2011
La Femme Notoire, LLC December 2009 - December 2010
Skills
Microsoft Word, SAS programming, SQL, Statistics, Data Analysis, Microsoft Excel, PowerPoint, Photoshop, Illustrator, InDesign, Adobe Creative Suite, thinkorswim, Minitab, R, C++
Education
University of Illinois at Chicago 2012 — 2014
Bachelor of Science (BS), Finance, General
The Ohio State University 2006 — 2010
Design and Visual Communications, General
J.P. Morgan October 2014 - Present
J.P. Morgan May 2014 - August 2014
Skills
Tutoring, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, English
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
The London School of Economics and Political Science (LSE)
International Relations
Marian High School 2007 — 2011
J.P. Morgan September 2011 - Present
Polaris Technologies 2010 - September 2011
Ohio Builder Resources 2003 - October 2010
Skills
Financial Analysis, Sales Management, Sales, Banking, Account Management, Listening to customers, Persuasive Presentations, Needs Analysis, Persistence, Goal-driven leader, Exceed Sales Goals, Competitive, Sales Presentations
Education
The Ohio State University
Bachelor of Science (BS), Communication, General
Room to Read June 2015 - Present
Room to Read April 2012 - Present
LifeScience PLUS, Inc January 2012 - August 2012
Embrace June 2011 - December 2011
J.P. Morgan June 2009 - July 2011
J.P. Morgan June 2008 - August 2008
Peace Corps June 2007 - August 2007
Houses of Parliament May 2006 - August 2006
Skills
Social Innovation, Project Management, Global Health, Education, Project Execution, Social Enterprise, Financial Modeling, Corporate Finance, Mergers, Economics, Investment Banking, Data Analysis, Business Strategy, Mergers & Acquisitions, Market Research, Marketing Strategy, Marketing Communications
Education
University of California, Berkeley 2005 — 2009
Bachelors, Political Science
London School of Economics and Political Science 2006 — 2006
Summer Programme, Public Policy Analysis, British Political Systems
Windy City RE, LLC June 2015 - Present
Hackman Capital June 2012 - Present
Prime Social Group January 2010 - Present
Northsteppe Realty January 2013 - February 2014
J.P. Morgan July 2013 - July 2013
SafeAuto Insurance Company April 2011 - January 2012
Skills
Social Media, Marketing, Email Marketing, Advertising, Facebook, Real Estate, Leadership, Sales, Customer Service, Public Speaking, Investments, Real Estate Development
Education
The Ohio State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
J.P. Morgan December 2014 - Present
JPMorgan Chase October 2013 - November 2014
Ohio Department of Public Safety January 2013 - October 2013
Ohio Department of Public Safety July 2012 - January 2013
Skills
Investments, Wealth Management, Financial Services, Securities, Portfolio Management, Credit Risk, Financial Analysis, Management, Strategic Planning, Time Management
Education
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Financial Planning and Services
The Ohio State University 2008 — 2011
Associate's Degree
Sodexo January 2015 - Present
Sodexo November 2014 - Present
Sodexo June 2013 - January 2015
Acupuncture Healing Clinic September 2012 - May 2013
It'z a Puzzle November 2010 - August 2011
J.P. Morgan May 2008 - September 2010
The Ohio State University September 2008 - August 2009
OSI Collection Agency January 2006 - August 2007
Chile Verde Cafe September 2004 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Public Speaking, Strategic Planning, Healthcare, Data Entry, Market Research, Time Management, Community Outreach
Education
Urbana University 2014 — 2016
Master of Business Administration (MBA), Healthcare, 4.0/4.0
University of Alabama 2013 — 2014
Bachelor of Science (B.S.) In Human and Environmental Science, Food and Nutrition, 3.8/4.0
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.), Human Nutrition, Psychology, Minor - Public Health
Crimson Midstream 2015 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds July 2012 - April 2014
J.P. Morgan January 2012 - March 2012
Daniels College of Business Ethics Boot Camp 2010 - 2012
University of Denver 2008 - 2012
Daniels College of Business 2008 - 2012
Delta Gamma 2008 - 2012
The Children's Hospital Colorado Foundation November 2011 - December 2011
The Children's Hospital Colorado Foundation February 2011 - September 2011
Skills
Leadership, Strategic Planning, Budgets, Recruiting, Marketing, PowerPoint, Social Media Marketing, Social Media, Event Planning, Event Management, Microsoft Excel, Finance, Microsoft Office, Performance Management, Change Management, Accounting, Sales, Fundraising
Education
University of Denver 2008 — 2012
B.S.B.A., Finance, Minors in Art History and Business Ethics & Legal Studies
London School of Economics and Political Science 2010 — 2010
Corporate Law & Governance and International Law
Semester at Sea, University of Virginia 2009 — 2009
Art History and Global Studies
Impact Denver
Red Ventures May 2015 - Present
Red Ventures October 2014 - April 2015
J.P. Morgan July 2012 - September 2014
J.P. Morgan July 2011 - June 2012
J.P. Morgan June 2009 - June 2011
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Skills
Series 7, Financial Modeling, Valuation, Strategy, Asset Management, Series 63, Entrepreneurial Finance, Mergers & Acquisitions, Advisory Work, Financial Valuation, Entrepreneurship, Synergies, Business Valuation, Finance, Microsoft Excel, PowerPoint, Competitive Analysis, Business Strategy, Corporate Development
Education
The Ohio State University 2011 — 2013
Master of Business Administration (M.B.A.), Strategy & Finance
University of Dayton 2005 — 2009
Bachelor's degree, Finance & Entrepreneurship
J.P. Morgan June 2015 - Present
JPMorgan Chase & Co. July 2014 - June 2015
JPMorgan Chase & Co. December 2012 - July 2014
JPMorgan Chase & Co. June 2011 - December 2012
Skills
Banking, Credit, Loans, Financial Analysis, Portfolio Management, Investments, Risk Management, Equities, Fixed Income, Financial Modeling, Credit Analysis, Investment Banking, Mortgage Banking, Financial Services, Capital Markets, Finance, Credit Risk, Mutual Funds
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, International Business, Spanish Minor
Fundación José Ortega y Gasset 2009 — 2009
Immersive Study Abroad Program, Spanish Language
Centerville High School 2003 — 2007
High School Diploma
J.P. Morgan October 2011 - Present
JPMorgan 2005 - March 2012
Hewitt Associates 1998 - 2005
Skills
Derivatives, Asset Management, Portfolio Management, Defined Benefit, Risk Management, Business Strategy, Actuarial Science, Hedging, Investments, Pension Funds, Fixed Income, Financial Structuring, Investment Management, Interest Rate Risk..., Financial Modeling, Investment Banking, ALM, Wealth Management, Pensions, Management, Capital Markets, Valuation, Hedge Funds, Analysis, Mutual Funds, Financial Risk, Enterprise Risk..., Alternative Investments, Emerging Markets, Financial Advisory, Investment Strategies, Rates, Equities, Asset Allocation, Asset Managment
Education
London School of Economics and Political Science 1995 — 1998
BSc
Bloomfield Hall 1993 — 1995
A Levels
Dubai College 1987 — 1991
AAESS
Natixis Global Asset Management April 2013 - Present
Brown Brothers Harriman June 2010 - April 2013
Brown Brothers Harriman September 2008 - May 2010
J.P. Morgan November 2006 - August 2008
Skills
Portfolio Risk..., Portfolio Management, Relationship Management, Project Management, Defined Benefit, Business Development, Financial Advisory, Account Management, Corporate Actions, New Business Development, Retirement Plan..., Product Marketing, Pension Consulting, Third Party Vendor..., Strategic Prospecting, Compliance Oversight, Asset Management, Risk Management, Alternative Investments, Equities, Financial Analysis, Fixed Income, Lacrosse, Hedge Funds
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Mathematics
University College Cork 2003 — 2004
Abroad, Mathematics
Darien High School 1997 — 2001
General Studies
Statoil August 2013 - Present
University of Oklahoma August 2012 - May 2013
Statoil May 2012 - August 2012
University of Oklahoma August 2011 - May 2012
Devon Energy May 2011 - August 2011
J.P. Morgan May 2010 - July 2010
University of Oklahoma November 2007 - May 2010
Helmerich & Payne May 2005 - August 2009
Spiritbank June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Research, Economics, Analysis, Energy, Petroleum, Natural Gas, Gas, Oil/Gas, Mergers & Acquisitions, Finance, Due Diligence, Oil & Gas
Education
University of Oklahoma College of Law 2010 — 2013
Doctor of Law (J.D.), Energy, Environment, and Natural Resources Law
University of Oklahoma - Price College of Business 2009 — 2013
Master of Business Administration (M.B.A.), Energy & Finance
University of Oklahoma 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Cascia Hall Preparatory School
London School of Economics and Political Science, U. of London
Oxford University
J.P. Morgan June 2015 - Present
Robert Half - Financial Services Group February 2015 - June 2015
Fifth Third Bank 2013 - 2014
Chatfield College January 2013 - May 2013
Fifth Third Bank 2012 - 2013
Chengde Summer Mountain Resort English School 2011 - 2012
The Ohio State University 2010 - 2011
Skills
Data Analysis, Matlab, Microsoft Office, SAS, Time Management, Econometrics, Environmental Science, Environmental Policy, Economics, Inventory Management, Policy Analysis, Public Speaking, Statistics, Microsoft Word, Customer Service, Microsoft Excel, Access, Research, Forecasting, Financial Analysis, Teaching
Education
The Ohio State University 2010 — 2011
Master of Science (M.Sc.), Agricultural, Environmental, and Development Economics
University of Kentucky 2006 — 2009
B.S., Natural Resource Conservation and Management
Saint Xavier High School
Reverence Capital Partners November 2014 - Present
J.P. Morgan June 2012 - November 2014
Skills
Mergers & Acquisitions, Finance, Financial Institutions, Due Diligence, Capital Markets, Data Analysis, Equity Valuation, DCF
Education
The Ohio State University
BSBA with Honors, Summa Cum Laude, Finance and Accounting
Associated Bank October 2013 - Present
J.P. Morgan January 2013 - September 2013
J.P. Morgan September 2011 - January 2013
Cardinal Health February 2007 - June 2008
Cardinal Health March 2005 - February 2007
Cardinal Health February 2002 - March 2005
JPMorgan Chase August 1999 - February 2002
Skills
Training, Management, Operations Management, Inventory Management, Six Sigma, Process Improvement, Purchasing, Sales, Team Leadership, Analysis, Business Analysis, Leadership
Education
The Ohio State University
Bachelor of Science (B.S.), Family Resource Management and Consumer Finance
GlobalRx Inc. 2015 - Present
Via Media Energy LLC 2013 - 2015
J.P. Morgan 2011 - 2013
J.P. Morgan 2007 - 2011
Deutsche Bank 2002 - 2007
Goldman Sachs 1998 - 2002
Skills
Equities, Investment Banking, Fixed Income, Portfolio Management, Equity Trading, Team Leadership, Management, Relationship Building, Business Development, Strategic Planning, Operational Execution, Alternative Investments, Asset Management, Securities, Financial Services
Education
The Ohio State University
Bachelor of Science (BS), Business Administration and Management
J.P. Morgan August 2010 - Present
Goldman Sachs December 2006 - August 2010
Accenture February 2005 - December 2006
Nationwide Insurance May 1999 - February 2005
Skills
Talent Management, Strategy, Performance Management, Succession Planning, Employee Engagement, Human Resources, Program Management, Management, Business Strategy, Career Development, Sales, Investment Banking, Fixed Income, Equities, Capital Markets
Education
The Ohio State University
Bachelor of Science (BS), Business Administration
CliftonLarsonAllen June 2013 - Present
First Western Trust Bank February 2010 - May 2013
J.P. Morgan 1994 - 2006
Skills
Wealth, Investments, Strategic Financial..., Banking, Wealth Management, Mortgage Lending, Wealth Management..., Private Banking, Financial Analysis, Series 7, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Management, Retirement Planning, Commercial Lending, Asset Management, Investment Management, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.)
Huntington National Bank 2010 - 2014
J.P. Morgan 2008 - 2010
J.P. Morgan 2004 - 2007
J.P. Morgan 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
J.P. Morgan 1994 - 1996
J.P. Morgan 1992 - 1994
Huntington National Bank 1990 - 1992
Skills
Finance, Global Sourcing, Financial Planning, Operations Management, Strategic Planning, Project Management, Supply Chain, Team Management, Process Improvement, Change Management, IT Operations, Contract Negotiation, Financial Modeling, Financial Reporting, Financial Analysis, Supplier Negotiation
Education
The Ohio State University
Bachelor's Degree, Finance
J.P. Morgan December 2014 - Present
Germain Automotive Partnership September 2012 - December 2014
Urban Outfitters August 2011 - June 2012
Marketing Werks October 2011 - December 2011
Lexi-Comp, Inc. June 2006 - September 2010
Anthropologie October 2009 - March 2010
Skills
Social Media Marketing, Social Media, Marketing, Facebook, Microsoft Office, Marketing Strategy, Microsoft Excel, Customer Service, Marketing Communications, PowerPoint, Microsoft Word, Sales, Market Research, Management, Merchandising, Advertising, Time Management
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Stow-Munroe Falls High School 2004 — 2008
High School Diploma, 4.0+
Deloitte January 2014 - Present
Citi January 2013 - January 2014
Waldman Diamond Company (WDC) January 2012 - June 2012
Standard Bank June 2011 - September 2011
J.P. Morgan June 2010 - June 2010
Citi April 2010 - April 2010
Standard Bank April 2010 - April 2010
Skills
Financial Analysis, Investments, Market Research, Project Management, English, Financial Markets, Investment Banking, Business Strategy, Banking, IT Management, Strategy, Consulting, Corporate Finance, Analysis, Management Consulting, Knowledge Sharing, Finance
Education
The University of Manchester 2009 — 2012
London School of Economics and Political Science 2010 — 2010
Porin suomalaisen yhteislyseon lukio 2005 — 2009
High School
Lycée de la Plaine de l'Ain 2007 — 2008
J.P. Morgan June 2010 - Present
J.P. Morgan June 2007 - June 2010
Morgan Stanley January 2005 - June 2007
Education
The Ohio State University 2000 — 2004
J.P. Morgan September 2013 - Present
J.P. Morgan June 2010 - August 2013
JPMorgan July 2008 - May 2010
JPMorgan Chase July 2007 - June 2008
Toyota September 2005 - March 2006
Skills
Risk Management, Forecasting, Project Management, Process Improvement, Ergonomics, Operations Research, Toyota Production System, Visio, Microsoft Excel, Financial Reporting, Financial Modeling, Business Analysis, Leadership, Cross-functional Team..., Banking
Education
The Ohio State University
B.S., Industrial Engineering
J.P. Morgan September 2012 - August 2013
DSW February 2008 - August 2012
Columbus Public Health July 2011 - December 2011
EXPRESS June 2006 - February 2008
Skills
Customer Service
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Anthropology, Sociology, Women's Studies
J.P. Morgan November 2014 - Present
Skills
Leadership, Coaching, Leadership Development, Business Analysis, Financial Analysis, Customer Satisfaction, Pricing, Team Building, Training, Management, Time Management, Microsoft Office, Sales, Customer Service, Public Speaking, Analysis, Data Analysis, Microsoft Excel, Strategic Planning, Research, Financial Modeling
Education
The Ohio State University 2007 — 2010
B.A.
J.P. Morgan January 2015 - Present
JPMorgan Chase September 2011 - Present
JPMorgan Chase June 2009 - September 2011
Nationwide Financial 2008 - June 2009
Freedom Mortgage Solutions September 2007 - July 2008
Lowes Companies Inc September 2002 - September 2007
Skills
Credit Risk, Risk Analysis, Financial Analysis, Underwriting, Asset Management, Mortgage Lending, Loans, Mortgage Banking, Finance, New Business Development, Customer Service, Real Estate, Credit Analysis, Credit, Insurance, Sales, Loan Origination, Leadership, Refinance, Negotiation, Banking, Residential Mortgages, Real Estate Transactions, Selling, Residential Homes, Marketing, Life Insurance, Retirement, Fixed Annuities, Team Building, Sales Management, Relationship Management, Account Management, Property Management, USDA, Short Sales, Compliance, Process Improvement, Single Family Homes, Loss Mitigation, Conflict Resolution, Relocation, Corporate Relocation, Regulation B
Education
The Ohio State University 1997 — 2001
Consumer and Family Financial Services
Bishop Watterson High School
College preparatory
J.P. Morgan August 2011 - Present
BPP Professional Education July 2009 - July 2011
AKQA December 2007 - July 2009
Major League Soccer February 2007 - May 2007
Saatchi & Saatchi June 2006 - August 2006
Nestle June 2005 - September 2005
Skills
Digital Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Strategy, Online Marketing, Competitive Analysis, Marketing Management, Marketing, Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2007
Exchange, MBA Courses
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Management
The London School of Economics and Political Science (LSE) 2003 — 2006
BSc, Management
McKinsey & Company August 2015 - Present
Goldman Sachs June 2014 - August 2014
HBK Capital Management January 2014 - April 2014
J.P. Morgan August 2013 - December 2013
Education
The University of Texas at Dallas 2011 — 2015
B.S., Computer Science, Economics
London School of Economics and Political Science 2013 — 2013
Texas Academy of Mathematics and Science 2009 — 2011
HS Diploma
J.P. Morgan February 2014 - Present
Merrill Lynch October 2013 - December 2013
Emerson Network Power August 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Emerson Network Power October 2012 - May 2013
West Monroe Partners July 2012 - November 2012
The Ohio State University June 2011 - June 2012
Serac Group December 2010 - January 2011
Skills
Engineering, Research, Statistics, Consulting, SPC, Continuous Improvement, Process Engineering, Design of Experiments, Minitab, Lean Manufacturing, Kaizen, 5S, Root Cause Analysis, Six Sigma, Project Management, Teamwork, Leadership, FMEA, Value Stream Mapping, Data Analysis, DMAIC, Business Process, Industrial Engineering, Manufacturing...
Education
The Ohio State University 2008 — 2013
Bachelor of Science (BS), Industrial Engineering
The Ohio State University 2008 — 2013
Bachelor of Engineering (B.E.), Industrial Engineering
Northwestern Mutual July 2014 - Present
J.P. Morgan May 2012 - June 2014
Morgan Stanley smith Barney March 2010 - May 2012
Skills
Investments
Education
The Ohio State University 2005 — 2009
Bachelor of Science (B.S.), Economics
J.P. Morgan January 1998 - Present
J.P. Morgan 1998 - 2013
Flagship Funds 1990 - 1997
Skills
Investment Banking, Equities, Fixed Income, Derivatives, Capital Markets, Bloomberg, Financial Modeling, Valuation, Hedge Funds, Equity Derivatives, Investments, Series 7, Corporate Finance, Portfolio Management, Structured Products
Education
Xavier University 2000 — 2002
Masters of Education, Human Resources Development
The Ohio State University 1984 — 1987
Bachelor of Science (BS), Mathematics
J.P. Morgan May 2015 - August 2015
Snap-on Business Solutions July 2014 - August 2014
Skills
Java, C++, HTML, VB.NET, Matlab, Linux, Mobile Application..., Microsoft Office, Test Planning, Quality Assurance, JavaScript, Web Design, SQL, Leadership, Teamwork, Software Development
Education
The Ohio State University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
J.P. Morgan October 2014 - Present
AXA Financial January 2014 - September 2014
Skills
Series 63, Microsoft Excel, Financial Risk, Financial Advisory, Morningstar, Investment Strategies, Investment Advisory, Variable Life, Equity Indexed Annuities, Oracle, Annuity Sales, Market Research, Global..., Presentations, PowerPoint, Fixed Income
Education
The Ohio State University 2009 — 2013
Economics
J.P. Morgan February 2015 - Present
JPMorgan Chase August 2013 - Present
Ford Motor Company 2012 - 2012
Education
The Ohio State University 2009 — 2013
Finance, Business
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance
J.P. Morgan August 2014 - Present
JPMorgan Chase May 2008 - August 2014
JPMorgan Chase March 2007 - May 2008
JPMorgan Chase October 2002 - March 2007
JPMorgan Chase 2001 - 2001
Skills
Leadership, Call Centers, Budgets, Management, Time Management, Staff Development, Coaching, CRM, Customer Service, Finance, Customer Satisfaction, Portfolio Management, Team Building, Team Management, Process Improvement, Banking
Education
The Ohio State University 1996 — 2000
B.S. Consumer Marketing, Marketing, Financial Planning
Heath High School
Citi July 2015 - Present
Zenith Education Group October 2009 - July 2015
J.P. Morgan September 2005 - October 2009
JPMorgan Chase July 1999 - September 2005
Bank One June 1997 - July 1999
Bank One November 1993 - June 1997
Bank One December 1991 - November 1993
Skills
Employee Relations, Employee Engagement, Leadership Development, Talent Management, Performance Management, Succession Planning, Human Resources, Onboarding, Management, Leadership, Coaching, Recruiting, Talent Acquisition, Organizational..., Interviews, College Recruiting, Deferred Compensation, Employee Training, Applicant Tracking..., Career Development, Resume Writing, Workforce Planning
Education
The Ohio State University
BA, Political Science
JPMorgan Chase & Co. July 2014 - Present
J.P. Morgan February 2013 - July 2014
Strategic Technology Consulting Inc August 2011 - November 2012
Timber Lake Corporation June 2010 - August 2012
The Ohio State University March 2012 - June 2012
Skills
Self-starter, Team Building, Team Leadership, Innovation, Fashion, Sales, Sales Management, Microsoft SQL Server, Microsoft Excel, Project Management, Event Management, Operations Management, Process Improvement, Marketing, Leadership, Training, Research, Recruiting, Management
Education
The Ohio State University 2008 — 2012
Bachelor of Applied Science (BASc), Economics, Senior
J.P. Morgan July 2013 - Present
AOL June 2012 - August 2012
Skills
Social Media, Marketing, Portfolio Management, Asset Allocation, Wealth Management..., Market Analysis, Data Analytics, Microsoft Excel, Microsoft Word, Series 7, Series 63, Customer Service, Equities, Alternative Investments, Fixed Income
Education
University of Virginia 2009 — 2013
B.S. in Commerce (Concentrations: Marketing & Management), Commerce
London School of Economics and Political Science 2011 — 2011
Strategic Management Summer Course
Precision Castparts July 2013 - Present
Precision Castparts August 2012 - July 2013
Precision Castparts July 2011 - August 2012
Ethicon Endo-Surgery June 2010 - September 2010
J.P. Morgan 2009 - 2009
Target 2008 - 2009
Skills
Essbase, Team Building, Financial Modeling, Financial Analysis, Conflict Resolution, Six Sigma, VBA, Accounting, Forecasting, Management, Microsoft Excel, Finance, Process Improvement
Education
The Ohio State University 2007 — 2011
BA, Finance
The Ohio State University Fisher College of Business 2007 — 2011
J.P. Morgan April 2014 - Present
J.P. Morgan July 2014 - October 2014
J.P. Morgan January 2012 - April 2014
Hometown Buffet August 2006 - February 2012
Bridge Bros. Trucking LLC June 2007 - 2012
Skills
Analysis, Customer Service, Financial Risk
Education
The Ohio State University 2006 — 2011
Bachelor's Degree, Criminology & Sociology
J.P. Morgan July 2013 - Present
JP Morgan Asset Management September 2010 - June 2013
Ohio Designer Craftsmen April 2010 - June 2013
Ohio Designer Craftsmen April 2007 - April 2010
JP Morgan Asset Management July 2008 - September 2009
Skills
Investment Strategies, Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Alternative Investments, Customer Service, Asset Management, Banking, Credit
Education
The Ohio State University 2003 — 2007
Economics
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan February 2014 - Present
JPMorgan Chase September 2012 - January 2014
PNC February 2011 - September 2012
Western & Southern Financial Group November 2009 - February 2011
Skills
Leadership, Sales Management
Education
The Ohio State University 2004 — 2009
Bachelor of Science (BS), Sports and Leisure Studies
AmerisourceBergen June 2015 - Present
Medtronic Spine & Biologics May 2013 - June 2015
J.P. Morgan June 2012 - May 2013
JPMorgan Chase June 2011 - June 2012
The Ohio State University November 2007 - December 2010
GE Healthcare June 2010 - September 2010
Summer Sealers LLC May 2004 - September 2010
Skills
Lean Manufacturing, Microsoft Excel, Microsoft Office, Kaizen, Value Stream Mapping, Training, Project Planning, Google Apps, Requirements Analysis, Process Improvement, 5S, Industrial Engineering, MS Project, Medical Devices, Workflow Diagrams, Software Development..., Social Skills, Business Analysis, Photoshop, User Acceptance Testing, Customer Service, Operating Room Sales, Medical Sales, Human Anatomy, Entrepreneurship, Spinal Implants, Interpersonal..., Biologics, Ergonomics, Engineering, Human Factors, Sales, Cold Calling
Education
The Ohio State University 2007 — 2012
Bachelor of Science, Integrated Systems Engineering
Van Wert High School 2003 — 2007
J.P. Morgan October 2014 - Present
JPMorgan Chase February 2011 - September 2014
Big Lots March 2008 - February 2011
Big Lots January 2006 - March 2008
Big Lots January 2005 - January 2006
Skills
Organized, Multitasker, Leases, Retail, Property Management, Real Estate, Outlook, Customer Service, Microsoft Office, Lease Administration, Microsoft Excel, Negotiation, Microsoft Word, Financial Analysis, Analysis, SAP, PowerPoint, Accounts Payable, Auditing, Budgets, Training
Education
The Ohio State University 2000 — 2004
BSBA, Real Estate
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Real Estate
Extreme Scale Solutions May 2015 - Present
Bridgewater Associates November 2013 - April 2015
J.P. Morgan December 2010 - November 2013
JP Morgan March 2007 - December 2010
J.P. Morgan July 2006 - March 2007
AMR Corp. September 2004 - November 2005
Skills
Strategic Planning, Organizational..., Organizational..., Leading Organizational..., Product Management, Product Development, Program Management, Project Management, Process Engineering, Business Process..., Process Improvement, Process Management, Simulations, Supply Chain Management, Continuous Improvement, Lean Management, Lean Software..., Agile & Waterfall..., Bloomberg, Microsoft Excel, Financial Analysis, Change Management, Risk Management
Education
The Ohio State University 2002 — 2006
BA, Economics
University of Cincinnati College Conservatory of Music 2001 — 2002
Sound Engineering
Morgan, Lewis & Bockius LLP March 2015 - Present
Fish & Richardson P.C. February 2014 - September 2014
Events by JPL June 2006 - September 2014
J.P. Morgan September 2011 - October 2013
THE CENTER FOR HEALTHY FAMILIES January 2011 - July 2011
Boston Children's Hospital September 2005 - September 2007
Boston Children's Hospital 2005 - 2007
Boston Children's Hospital June 2003 - September 2003
Skills
Event Planning, Project Management, Microsoft Office, Training, Healthcare, Access, Time Management, PeopleSoft, Customer Service, Mortgage Underwriting, Records Management, Data Analysis, Insurance, Microsoft Excel, Loan Modifications, Loan Origination, Epic Systems, Process Improvement, Hospitals, Hospitality, Data Entry, Project Planning, Administrative..., Schedules, Vendor Relationships, ICD-9, Healthcare Information..., Medical Terminology, Physician Relations, Pediatrics, Elite Webview, Intellectual Property, Billing Systems, Serengeti, TyMetrix, LexisNexis, Public Speaking, Management
Education
The Ohio State University 2007 — 2011
B.A, Sociology
The Ohio State University 2007 — 2011
Diamond Hill Capital Management, Inc. March 2015 - Present
Columbus State Community College 2009 - Present
Franklin University 2008 - Present
PNC 2004 - 2009
J.P. Morgan 1996 - 2004
Skills
Coach/Instructor, Marketing/Communication..., Business Strategist, Relationship Manager, E-Learning, Leadership, Public Speaking, Coaching, Marketing, Analysis, Leadership Development, Business Strategy, Adult Education, Higher Education, Strategic Planning, Instructional Design, Social Media, Training, PowerPoint, Teaching
Education
The Ohio State University
Bachelor's degree
University of Dayton
Master of Business Administration (MBA)
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Skills
Derivatives, Equities, Fixed Income, Corporate Finance, Investment Banking, Bloomberg, Accounting, Economics
Education
University of Chicago 2010 — 2014
Political Science
London School of Economics and Political Science 2012 — 2012
CACI International Inc 2008 - Present
Applied Engineering Management 2002 - 2008
Cygnifi Derivatives 2000 - 2001
J.P. Morgan 1994 - 2000
IBM Research 1990 - 1994
Skills
SDLC, SOA, Software Development, Derivatives, Programming, SQL, Risk Management, Program Management, Business Analysis, JSP, PMP, IT Management, Java, Requirements Analysis, Unix, .NET, Enterprise Software, Databases, Enterprise Architecture, PL/SQL, Architecture, Software Project..., Performance Tuning, Solution Architecture, Web Applications, Data Warehousing, Data Analysis, Systems Analysis, ITIL, Software Engineering, Security, Java Enterprise Edition, Business Intelligence, Weblogic, C, XML, IT Strategy, Oracle, Cloud Computing, Perl, Web Services, Integration, Vendor Management, Testing
Education
The Ohio State University
Bachelor of Arts (B.A.), Computer Science, Mathematics, Art Education
University of Maryland College Park
Aerospace Engineering, Maths, Computer Science
University of Maryland University College
Computer Systems Management
J.P. Morgan July 2011 - Present
PNC Mortgage March 2010 - February 2012
Technicolor September 2009 - January 2010
WaMu April 2004 - January 2009
Washington Mutual April 2004 - January 2009
Target Corp November 2002 - April 2004
Countrywide May 2001 - March 2003
Skills
Talent Management, Performance Management, Applicant Tracking..., Talent Acquisition, Human Resources, Recruiting, Succession Planning, Training, Employee Relations, College Recruiting, Interviews
Education
The Master's College
BA, Christian Base Study/Counselor
T-Cetra, LLC May 2008 - Present
J.P. Morgan 2005 - 2007
Waddell & Reed 2004 - 2005
Education
The Ohio State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
The Columbus Academy
JPMorgan Chase & Co. July 2014 - Present
J.P. Morgan August 2012 - July 2014
JPMorgan Chase December 2010 - July 2012
JP Morgan Chase June 2009 - December 2010
JPMorgan Chase May 2000 - August 2003
JP Morgan Chase February 1999 - May 2000
Bank One June 1997 - February 1999
Bank One 1993 - 1997
Education
The Ohio State University 1992 — 1997
BA, International Business And Marketing
J.P. Morgan February 2015 - Present
J.P. Morgan February 2014 - February 2015
J.P Morgan February 2011 - February 2014
J.P. Morgan 2004 - 2011
Linklaters 2003 - 2004
Skills
Investment Banking, Fixed Income, Emerging Markets, Executive Search, Recruiting, Commodity, Management, Capital Markets, Financial Services, Equities
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MSc, Sociology
University of Warwick 1999 — 2002
BA (Hons), Sociology with Social Policy
J.P. Morgan July 2015 - Present
Autumnwood Homes February 2015 - June 2015
Recreation & Physical Activity Center October 2013 - January 2015
RMC Property Group May 2014 - July 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Team Leadership, Leadership, Windows, Outlook, Customer Satisfaction, Management, Sales
Education
The Ohio State University 2012 — 2015
Bachelor of Science in Business Administration, Finance
Wright Career Colleges April 2013 - Present
SoCCM Foundation June 2008 - Present
USDA August 2007 - Present
Mazuma Credit Union June 2009 - May 2015
University of Phoenix October 2011 - June 2012
J.P. Morgan July 2004 - August 2007
Madison Capital Management March 2002 - July 2004
H&R Block March 2001 - March 2002
Prudential Financial July 2000 - March 2001
State Street Bank November 1999 - July 2000
Skills
Finance, Portfolio Management, Training, Analysis, Accounting, Marketing, Sales, Loans, Mutual Funds, Account Reconciliation, Research, Leadership, Strategic Planning, Internal Controls, Financial Analysis, Budgets, Team Building, Customer Service, Access, Public Speaking, Nonprofits, Microsoft Excel, Risk Management, 401k
Education
The Greater Kansas City Federal Executive Board / SkillPath Seminars 2015 — 2015
Business Writing and Grammar Skills Seminar
CUNA CPDOnline 2008 — 2014
CUNA's Volunteer Achievement Program (VAP), Credit Union Management
Midwest Center for Nonprofit Leadership @ Henry W Block School of Management (UMKC) 2010 — 2012
Professional Certificate in Nonprofit Fund Raising, Non-Profit/Public/Organizational Management
Graduate School USDA 2010 — 2011
Certificate of Completion, Elements of Statistics
Keller Graduate School 2006 — 2008
MBA, Finance
The Ohio State University 2007 — 2007
Completed Course Certificate, Agricultural Economics 1001 Milk Pricing & Marketing
DeVRY University - Kansas City 1996 — 2000
Bachelor, Accounting Information Systems
J.P. Morgan August 2011 - Present
J.P. Morgan June 2008 - August 2011
J.P. Morgan November 2004 - June 2008
J.P. Morgan August 2000 - November 2004
Education
The Ohio State University 1995 — 1999
Bachelor of Science (BS) in Business Administration (BSBA), Finance, General
Grange Insurance October 2012 - January 2013
Cypress Insurance Group, Inc. January 2012 - October 2012
NiSource August 2011 - November 2011
Citi May 2008 - September 2010
Chase April 2007 - May 2008
J.P. Morgan February 2005 - April 2007
Nationwide Financial July 1999 - February 2005
Alliance Data August 1997 - June 1999
Red Roof Inns February 1984 - August 1997
Adria Laboratories November 1981 - February 1984
Skills
Certified Public..., Certified Management..., Informix Certified..., Oracle Certified...
Education
Xavier University 1983 — 1985
Master of Business Administration (MBA)
The Ohio State University 1975 — 1979
Bachelor of Science (BS)
FirstMerit Bank June 2014 - Present
J.P. Morgan August 2008 - June 2014
Chase Investment Services 2006 - 2008
Chase March 2005 - August 2006
American Express Financial Advisors October 2004 - March 2005
Skills
Investments, Portfolio Management, Finance, Banking
Education
The Ohio State University Fisher College of Business 2009 — 2011
MBA, Finance
The Ohio State University Fisher College of Business 1999 — 2002
Finance
The Ohio State University
Master of Business Administration, Finance
LexisNexis - Reed Elsevier (TEKsystems) April 2015 - Present
Motorists Insurance Group (Insight Global) July 2014 - March 2015
Apex Systems August 2013 - June 2014
Apex Systems (Wendy's Corp) April 2013 - August 2013
J.P. Morgan December 2012 - April 2013
Qbase June 2008 - January 2013
CFA Networks March 2006 - June 2008
Antares Management Solutions 2005 - 2006
Skills
Active Directory, Servers, VMware, Disaster Recovery, IIS, Windows Server, SDLC, Microsoft SQL Server, Data Center, ITIL, Cisco Technologies, vSphere, Powershell, Symantec Management..., Altiris Deployment..., VBScript, Windows Batch, Remedy Ticketing System, Peregrine, SQL, Microsoft Office, Hyper-V, Novell Netware, Groupwise, Lotus Notes, Microsoft Exchange, Citrix, SCCM, Windows 7, System Deployment, Operating Systems, Troubleshooting, VPN, Infrastructure, XP, Citrix Metaframe, System Administration, Information Technology, Windows
Education
The Ohio State University 1998 — 2002
Bachelor of Engineering (B.Eng.), Information Technology
J.P. Morgan February 2014 - Present
J.P. Morgan December 2012 - February 2014
Office of the Fairfield County Prosecuting Attorney August 2012 - November 2012
Student Legal Services August 2011 - May 2012
Ohio Attorney General's Office June 2011 - August 2011
U.S. District Court January 2011 - April 2011
Student Housing Legal Clinic August 2010 - April 2011
Carlile Patchen & Murphy LLP May 2010 - August 2010
The Abilene Reporter-News August 2006 - July 2008
Education
The Ohio State University 2010 — 2012
M.A., Public Policy and Administration
The Ohio State University Moritz College of Law 2009 — 2012
J.D., Law
The University of Texas at Austin 2002 — 2006
B.A., English, Art History
J.P. Morgan October 2011 - Present
J.P. Morgan June 2006 - October 2011
J.P. Morgan February 2002 - June 2006
Education
The Ohio State University 1988 — 1993
BS CIS ENG
J.P. Morgan April 2009 - March 2013
Grassroots.org June 2007 - June 2008
Alert Magazine January 2005 - June 2008
The Student Operated Press December 2006 - April 2008
Skills
Grant Writing, Event Planning, Leadership Development, Customer Service, Social Media, Communication, Community Outreach, Internal Communications, Typing, Internet Troubleshooting, Remote Troubleshooting, Remote User Support, System Testing, Advising People, Academic Advising, Academic Writing, Creative Writing
Education
Walden University 2012 — 2015
Doctor of Education (EdD), Education
Walden University 2010 — 2012
Master of Science (MS), Higher Education/Higher Education Administration
The Ohio State University 2004 — 2007
Bachelor of Arts (BA), Journalism
JPMorgan Chase December 2013 - Present
JPMorgan Chase January 2000 - Present
J.P. Morgan February 2011 - November 2013
JPMorgan Chase June 2009 - November 2013
Bank One January 2000 - January 2006
Bank One February 1998 - December 1998
Bank One January 1996 - January 1998
C-P Medical Products January 1988 - January 1996
Skills
Securities, Process Improvement, Banking, Vendor Management, Project Management, Risk Management, Business Analysis, Investments, Operations Management, Change Management, Mutual Funds, Asset Managment, Portfolio Management, Strategic Planning, Wealth Management, Data Analysis, Relationship Management, Leadership, Accounting, Budgets
Education
The Ohio State University 1980 — 1985
Bachelor of Arts (B.A.), Communication, General
The Ohio State University 1980 — 1985
Bachelor of Arts, Communication
New York Life Insurance Company August 2014 - Present
Big League Sports April 2009 - July 2013
J.P. Morgan February 2008 - April 2009
Residential Finance Corporation July 2004 - February 2008
Skills
Mortgage Lending, Mortgage Banking, Credit, Sales, Loan Origination, Residential Mortgages, Refinance, Banking, Loans, Finance, Strategic Planning, Investments, Sales Management, Customer Service, Financial Services, Leadership, Credit Analysis, Real Estate, FHA Financing, Marketing, Insurance, Small Business, Financial Analysis, Management, Team Building, First Time Home Buyers, Portfolio Management, Marketing Strategy, Retirement Planning
Education
The Ohio State University 1996 — 2004
Bachelors of Science, Financial Planning and Services
RESCO Realty July 2015 - Present
Self Employed December 2014 - Present
J.P. Morgan September 2011 - November 2014
Chase Home Finance June 2009 - September 2011
BCD Travel November 2007 - June 2009
Liberty National Funding November 2006 - August 2007
Central States Mortgage November 2005 - October 2006
Skills
Data Analysis, Customer Service, Outlook, Time Management, Team Leadership, Microsoft Office, Strategic Planning, Social Media, Microsoft Word, Team Building, Organizational Structure, Leadership, Microsoft Excel, Blogging, Troubleshooting, Project Management, PowerPoint, Marketing, Sales, Event Planning, Vendor Management, Banking, Process Improvement, Interior Design, Research, Loans, Contract Negotiation, Writing
Education
The Ohio State University 2000 — 2004
BS, Atmospheric Science
J.P. Morgan April 2015 - Present
JPMorgan October 1996 - Present
Bankers Trust 1989 - 1996
Arthur Andersen & Co 1983 - 1989
Skills
Project Management, Middle Office, Capital Markets, Syndications, Fixed Income, Leveraged Finance, Investment Banking, Structured Finance, Financial Services, Finance, Bonds, Management, Credit Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Modeling, Risk Management, Derivatives, Structured Products
Education
The Ohio State University
BSBA
J.P. Morgan May 2013 - Present
JPMorgan Chase 2000 - 2013
Skills
Training, Research, Non-profits
Education
The Ohio State University 1990 — 1995
BS, Education
The Ohio State University 1990 — 1995
BA, French
Bank of New York Mellon June 2002 - November 2007
J.P. Morgan 1994 - 2002
J. P. Morgan Chase 1980 - 2002
JP Morgan Chase Bank NA 1995 - 2001
Skills
Investment Banking, Derivatives, Investments, Trading, Private Equity, Portfolio Management, Capital Markets, Options, Fixed Income, Valuation, Interest Rate..., Mergers, Venture Capital, Equities
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance
Tulane University 1976 — 1980
BA, Economics
The London School of Economics and Political Science (LSE) 1978 — 1979
General Course, Economics
The Ohio State University October 2012 - Present
J.P. Morgan February 2012 - September 2012
J.P. Morgan December 2010 - February 2012
J.P. Morgan May 2009 - December 2010
Level Partners, LLC February 2009 - May 2009
The Ohio State University September 2006 - May 2009
Education
2016 Level II Candidate in the Chartered Financial Analyst (CFA) Program
The Ohio State University 2004 — 2008
Bachelor of Arts, Economics, macroeconomics, international economics
J.P. Morgan April 2013 - Present
JPMorgan Chase July 2012 - April 2013
JP Morgan Chase March 2007 - July 2012
Ameriprise Financial May 2006 - January 2007
Skills
Banking, Retirement Planning, Series 7, Investments, Trading
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Personal Finance
Nuveen Investments August 2014 - Present
J.P. Morgan 2009 - August 2014
Skills
Mutual Funds, Strategic Leadership, Fixed Income, Alternative Investments, Equities, Portfolio Construction, Closed-end Funds, Business Development, Capital Markets, Sales, Municipal Bonds, Manage Client..., Asset Allocation, Unit Investment Trusts, Separately Managed..., Consultative Selling, Series 7, Series 63, Series 65
Education
The Ohio State University
J.P. Morgan September 2014 - Present
Huntington National Bank October 2013 - September 2014
Citi July 2007 - October 2013
Citi June 2006 - July 2007
BISYS Fund Services 2005 - 2006
BISYS Fund Services 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Lean Sigma, Client Retention, Project Coordination, Microsoft Office, SharePoint, Bloomberg Terminal
Education
The Ohio State University 1999 — 2004
Bachelor of Science in Human Ecology, Family Resource Management- Family Financial Management
J.P. Morgan March 2013 - Present
JP Morgan Chase August 2009 - March 2013
Price Planning March 2009 - June 2009
Northwestern Mutual February 2008 - August 2008
Countrywide Home Loans 2004 - 2004
Skills
Investments, Retirement Planning
Education
The Ohio State University 2005 — 2009
Family Resource Management, Financial Planning
Bank of America March 2015 - Present
J.P. Morgan November 2012 - February 2015
JPMorgan Chase June 2011 - November 2012
JP Morgan Chase June 2010 - June 2011
Residential Finance Corporation January 2009 - June 2010
Skills
Banking, Management, Financial Modeling, Sales, Vendor Management, New Business Development, Marketing, Cash Management, Financial Analysis, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Business Administration, Marketing
Nucleus Holding Group August 2010 - Present
WOO Sports April 2015 - Present
Wine Owners May 2015 - Present
Little House Productions January 2013 - Present
Wine Owners October 2012 - May 2015
Icebergs - Acquired by Pinterest September 2012 - July 2014
Elcot Capital Management November 2013 - June 2014
Och-Ziff Capital Management March 2010 - April 2012
Marshall Wace September 2006 - March 2010
J.P. Morgan August 2003 - July 2006
Skills
Equity Trading, Hedge Funds, Equities, Bloomberg, Derivatives, Trading, Asset Managment, Commodity, Asset Management, Investments, Electronic Trading, Financial Markets, ETFs, Portfolio Management, Equity Derivatives, Investment Management, Trading Systems, Emerging Markets, Investment Banking, Fixed Income, Capital Markets
Education
London School of Economics and Political Science 2000 — 2003
Economics
Rugby School, Warwickshire 1997 — 1999
Cantor Fitzgerald March 2014 - Present
RBC Capital Markets November 2012 - March 2014
J.P. Morgan July 2012 - November 2012
J.P. Morgan July 2010 - July 2012
Merrill Lynch September 2009 - December 2009
J.P. Morgan June 2009 - August 2009
Loss Control Consulting Services June 2008 - January 2009
Skills
Financial Analysis, Fixed Income, Derivatives, Equities, Bonds, Municipal Bonds, Financial Accounting, Investment Banking, Capital Markets, Economics, Structured Products, Equity Derivatives, Prime Brokerage, Options, Securities, Financial Structuring, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Science, Economics
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
The Ohio State University Medical Center March 2009 - July 2010
Unilever July 2008 - December 2008
The Ohio State University Medical Center September 2007 - June 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, PowerPoint, Customer Service, Finance, Microsoft Word, Leadership
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
J.P. Morgan March 2015 - Present
J.P. Morgan July 2013 - March 2015
J.P. Morgan April 2012 - July 2013
JP Morgan Chase March 2011 - April 2012
Nationwide Insurance December 2009 - October 2010
GroundWork Group June 2010 - September 2010
Saturn of Columbus August 2008 - January 2010
Skills
Excel, Customer Service, Word, Microsoft Office, Finance, Marketing, Financial Analysis, Access, Process Improvement, PowerPoint, Outlook, Data Analysis, Lotus Notes, Strategic Financial..., Financial Modeling, Accounting, Time Management, Investments, Insurance, Leadership, Asset Managment, Banking, Analysis, Financial Services
Education
The Ohio State University 2006 — 2010
B.S., Finance
J.P. Morgan July 2015 - Present
JPMorgan Chase March 2006 - July 2015
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Sales, Microsoft Office, Banking
Education
The Ohio State University 1999 — 2003
Bachelor of Science (B.S.), Consumer Economics
The Ohio State University 1999 — 2003
J.P. Morgan August 2010 - Present
J.P. Morgan May 2008 - August 2010
J.P. Morgan January 2006 - May 2008
E.L. Robinson Engineering of Ohio September 2004 - January 2006
The Ohio State University September 2001 - September 2004
Skills
Client Services, Customer Satisfaction, SharePoint, Social Media, Team Building, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Management, Marketing, Budgets, Event Planning
Education
The Ohio State University 1999 — 2003
Bachelor of Science (BS), Kinesiology and Exercise Science
J.P. Morgan May 2014 - Present
JPMorgan Chase January 2013 - May 2014
AXA Advisors March 2012 - January 2013
Merrill Lynch November 2010 - March 2011
Vista Rehab Services June 2007 - August 2010
Sylvan Piping Inc. June 2008 - September 2008
Rugs and Riffy's Bar and Grill May 2007 - September 2007
Skills
Finance
Education
The Ohio State University 2006 — 2011
B.S., Financial Management
J.P. Morgan 2008 - Present
AXA Advisors 2006 - 2008
Education
The Ohio State University 2002 — 2006
BS, Financial Planning
Baird & Warner October 2014 - Present
LoGlo Manufacturing Company July 2013 - July 2014
Creatively Speaking Organization January 2013 - June 2013
J.P. Morgan June 2010 - May 2012
Capital One May 2008 - December 2008
Sono Agency 2007 - May 2008
Skills
Entertainment, Social Media Marketing, Film, Film Production, Video Production, Screenwriting, Feature Films, Marketing, Event Management, Email Marketing, Music, Social Media
Education
New School University 2011 — 2013
Film Production Certificate, Film
New School University 2011 — 2013
Bachelor of Science (BS), Communication and Media Studies
Union County College 2009 — 2011
Associates Degree, Communications/Film
Universidad Rafael Landívar 2004 — 2007
Hospitality Management, Business, management
Huntington National Bank November 2014 - Present
J.P. Morgan July 2014 - November 2014
JP Morgan Chase July 2012 - July 2014
Associated Foot & Ankle Specialist February 2009 - July 2012
Lennox Industries January 2008 - February 2009
JPMorgan Chase February 2006 - February 2008
Skills
Finance, Customer Service, Process Improvement, Team Building, Management, Leadership, Sales, Financial Analysis, Microsoft Excel, Risk Management, Banking, Analysis, Credit, Business Analysis, Microsoft Office, Strategic Planning, Accounting, Six Sigma, Mortgage Lending
Education
Carroll High School
The Ohio State University
Bachelor's Degree, Family Financial Management
Morgan Stanley May 2014 - Present
J.P. Morgan February 2013 - May 2014
Morgan Stanley Smith Barney December 2010 - February 2013
Tower Wireless LTD. January 2009 - February 2010
EXPRESS June 2008 - December 2008
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Microsoft Word, Time Management, Leadership Development, Process Improvement
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communication
US Trust, Bank of America Private Wealth Management July 2011 - Present
Bank of America Merrill Lynch August 2007 - June 2011
Citigroup February 1999 - August 2007
Glendale Community College 2000 - 2000
Glendale Community College 2000 - 2000
J.P. Morgan August 1988 - September 1992
Skills
FINRA Series 7 and 66, Credit, Commercial Banking, Leadership, Credit Analysis, Banking, Commercial Lending, Portfolio Management, Loans, Credit Risk, Small Business Lending, Financial Institutions, Mortgage Lending, Cash Management, Financial Analysis, Financial Modeling
Education
London School of Economics and Political Science
MSc, Accounting & Finance
Polytechnic of North London
Bachelor's degree (Honors), Accounting
J.P. Morgan April 2015 - Present
University of Connecticut October 2013 - December 2014
IMCORP May 2014 - August 2014
Skills
VBA, MySQL, R, Tableau, Data Analysis, Financial Modeling, Quantitative Finance, Quantitative Analytics, Matlab, Microsoft Excel, Statistical Modeling, Statistics, SAS
Education
University of Connecticut 2013 — 2014
Master's Degree, Financial Mathematics
The Ohio State University 2010 — 2012
Bachelor of Applied Science (BASc), Actuarial Science
J.P. Morgan October 2010 - Present
J.P. Morgan September 2005 - October 2010
Education
The Ohio State University
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Skills
Software Development, HTML, CSS, JavaScript, C++, C#, C, SEO, Agile Methodologies, XML, SQL, Linux, Microsoft Office, Functional..., Regression Testing, Requirements Analysis, Web Development
Education
The Ohio State University 2010 — 2015
Bachelor of Science, Computer Science and Engineering
Harrison Central High School 2006 — 2010
High School
Cisco December 2013 - Present
AdvizeX Technologies October 2012 - November 2013
J.P. Morgan March 2007 - October 2012
J.P. Morgan April 2002 - March 2007
WorldCom January 2000 - April 2002
Education
The Ohio State University
J.P. Morgan February 2014 - Present
Bank of America October 2012 - February 2014
JPMorgan Chase June 2009 - June 2010
Skills
Fluent in Spanish and..., Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, MSP
Education
The Ohio State University 2009 — 2012
Bachelor of Arts, Economics, 3.7
J.P. Morgan October 2010 - Present
Mcguire Industries March 2000 - October 2010
Skills
Mortgage Lending
Education
The Ohio State University 1999 — 2002
Bachelor's of Science, Marketing
J.P. Morgan Risk Operations AnalystJ.P. Morgan2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
Webster University 2012 — 2014
Master of Arts (M.A.), International Relations and Affairs
The Ohio State University 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Diplomacy
J.P. Morgan August 2010 - Present
BNY Mellon October 2006 - August 2010
BISYS Fund Services August 2005 - October 2006
Skills
Financial Analysis, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Securities, Finance, Derivatives, Microsoft Excel, Valuation, Bloomberg, Financial Services, Analysis, Accounting, Financial Reporting, Fund Accounting, Bonds, Management, Customer Service, Financial Modeling, Leadership
Education
The Ohio State University
Bachelor of Science Economics
The Ohio State University
Bachelor of Science (B.S.), Economics
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - December 2014
The Ohio State University June 2013 - September 2013
Skills
Industrial Engineering, Data Analytics, Programming, Java, Microsoft Excel, Spotfire, Minitab, QlikView, Microsoft Office, Arduino
Education
The Ohio State University 2011 — 2015
Industrial Systems Engineering
J.P. Morgan March 2007 - Present
The Home Depot March 1999 - March 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook
Education
The Ohio State University 1994 — 1998
BS in Environmental Education, Communication, and Interpretation, Communication, General
J.P. Morgan February 2015 - Present
JPMorgan Chase November 2010 - February 2015
Skills
Banking, Business Analysis, Financial Analysis, Management, Risk Management, Microsoft Excel
Education
The Ohio State University 2004 — 2009
Bachelor of Arts (BA), Actuarial Science
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan April 2006 - December 2013
J.P. Morgan March 2003 - April 2006
National City Bank April 1986 - July 1997
Skills
Superior Client Service, Risk Management, Training, Highly motivated..., Problem Solving, Research, Client Services
Education
The Ohio State University 1974 — 1976
J.P. Morgan May 2015 - July 2015
Goldstate Securities Co., Ltd. June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
C++, R, Java. Know..., Saxophone Lv.10, Xiao..., Latin (3rd place in..., Matlab, Javaplex (a..., MS Excel, Word, PPT,...
Education
Ohio State University - Fisher College of Business 2011 — 2015
Bachelor’s Degree, B.S. Finance, Mathematics
The Ohio State University 2011 — 2015
Bachelor’s Degree, Theoretical Mathematics
Ascena Retail Group 2013 - 2014
JPMorgan Chase 2010 - 2013
J.P. Morgan 2009 - 2010
JPMorgan Chase & Co. 2006 - 2009
Skills
Procurement, Business Analysis, IT Procurement, Leadership, Management, Process Improvement, Project Management, Cost Models, Budgets, Financial Analysis, Conflict Resolution, Allocations, Disaster Recovery, Supplier Relationship..., Data Mining, Forecasting, Build Strong..., Microsoft Office, Access, Microsoft Excel, Ariba, SAP, Help Desk Support, LANDesk
Education
The Ohio State University 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Microsoft February 2015 - Present
Wizards of the Coast May 2013 - December 2014
J.P. Morgan October 2011 - April 2013
Terra Infotech March 2011 - October 2011
MobileERP Softech P Ltd. January 2009 - May 2009
Electromech Infosys July 2008 - December 2008
Skills
JavaScript, Software Development, C#, HTML, SQL, Microsoft SQL Server, XML, Scrum, Agile Methodologies, Social Media, MySQL, C++, Databases, SDLC, Visual Studio, Java
Education
University of Bridgeport 2009 — 2011
Master's Degree, Computer Science
The Maharaja Sayajirao University of Baroda 2006 — 2009
Bachelor's Degree, Computer Science
J.P. Morgan 1984 - 2014
Skills
Equities, Financial Analysis, Portfolio Management, Fixed Income, Financial Risk, Banking
Education
The Ohio State University 1989 — 1994
Bachelor's degree, Human Resources Management and Services
J.P. Morgan March 1981 - Present
Education
Katherine Gibbs
The New School