J.P. Morgan

Industry: Investment banking company

Description

J.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org

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J.P. Morgan Employees

Employee
Years
Job
Industry
Marc Weimer Marc Weimer Houston, Texas Details
Marc Weimer's J.P. Morgan Experience January 2014 - May 2015
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - Present
J.P. Morgan   January 2014 - May 2015
J.P. Morgan   December 2012 - December 2013
J.P. Morgan   May 2011 - December 2012
J.P. Morgan   January 2010 - February 2010
Spot Trading LLC  June 2009 - August 2009

Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Pattern Recognition, Revenue Analysis, Sales Presentations, Financial Modeling, Financial Analysis, Cash Management, Sales, Banking

Education
University of Wisconsin-Madison   2007 — 2010
Bachelor of Arts

Rheinische Friedrich-Wilhelms-Universität Bonn   2010 — 2010
German, International Relations

Dan Kane Dan Kane San Francisco Bay Area Details
Dan Kane's J.P. Morgan Experience July 2007 - February 2011
Job Associate at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors  July 2013 - Present
Tuck School of Business at Dartmouth College  July 2011 - June 2013
The JBG Companies  May 2012 - August 2012
J.P. Morgan   July 2007 - February 2011
Millennium Partners  May 2006 - August 2006

Skills
Financial Modeling, Financial Analysis, Due Diligence, Investments, Capital Markets, DCF

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2013
Master of Business Administration (MBA)

University of Richmond - Robins School of Business   2003 — 2007
BA, Business Administration

Mike Parker Mike Parker Greater Chicago Area Details
Mike Parker's J.P. Morgan Experience 2003 - 2004
Job Investment Banker at Lazard
Industry Investment Banking
Experience
Lazard  April 2015 - Present
SuccessFactors  2012 - April 2015
Barclays Capital  2009 - 2012
The Great Barrier Company   2006 - 2007
Crystal Sky Pictures  2005 - 2006
Sony Pictures Entertainment  2004 - 2005
J.P. Morgan   2003 - 2004
Parker Television   2001 - 2003

Skills
Mergers & Acquisitions, Strategy, Due Diligence, Valuation, Private Equity, Investment Banking, Finance, Portfolio Management, Investments, Forecasting, Analytics, Financial Reporting, Analysis, Management, Strategic Planning, Budgets, Financial Modeling, Mergers, Business Planning, Leadership, Business Process, Start-ups, Cross-functional Team..., Business Process..., Competitive Analysis, Consulting, Cloud Computing, P&L Management, SaaS, Business Development, Go-to-market Strategy, Strategic Partnerships, Business Strategy

Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)

University of Washington, Michael G. Foster School of Business
Bachelor's Degree

John Muirhead John Muirhead Greater New York City Area Details
John Muirhead's J.P. Morgan Experience August 1993 - March 2011
Job Head of Marketing, Latin America at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC  November 2011 - Present
J.P. Morgan   August 1993 - March 2011

Skills
Private Equity, New Business Development, Portfolio Management, Hedge Funds, Investment Strategies, Management, Asset Allocation, Sales Management, Wealth Management..., High Net Worth...

Education
University of Chicago Graduate School of Business   1991 — 1993
MBA, Finance and Accounting

University of Washington   1984 — 1988
BA, Business Administration

Samuel Wickline Samuel Wickline Columbus, Ohio Area Details
Samuel Wickline's J.P. Morgan Experience January 2013 - May 2015
Job Commercial Underwriter at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   May 2015 - Present
J.P. Morgan   January 2013 - May 2015
Headquarters Marine Corps, Programs & Resources   February 2009 - December 2012
Naval Postgraduate School  July 2007 - December 2008
Headquarters, Marine Forces Reserve   March 2006 - June 2007
Combined Joint Task Force - Horn of Africa  September 2005 - March 2006
Headquarters, Marine Forces Reserve   May 2004 - September 2005

Skills
Military, Operational Planning, Program Management, Microsoft Excel, PowerPoint, Analysis, Management, Financial Analysis, Microsoft Office, Microsoft Word, Database Administration, Data Mining, Parsing, Team Leadership, Underwriting, Credit Risk, Annual Reviews, Risk Analysis, Defense, Command, Finance, Risk Management, Security Clearance, Training, Military Operations, Government, National Security, Military Experience, Navy, Organizational...

Education
The United States Naval Postgraduate School   2007 — 2008
Master of Science (M.S.), Management

United States Naval Academy   1999 — 2003
Bachelor of Science (B.S.), Economics

Francis Seow, CFA Francis Seow, CFA New York, New York Details
Francis Seow, CFA's J.P. Morgan Experience May 2007 - July 2009
Job Regional Head, Institutional Sales
Industry Financial Services
Experience
Maybank Kim Eng Securities   August 2012 - Present
KBW  January 2010 - August 2012
J.P. Morgan   May 2007 - July 2009
CLSA  August 2005 - May 2007

Skills
Equities, Financial Markets, Equity Research, Capital Markets, Investment Banking, Investments

Education
The University of British Columbia   1991 — 1995
Bachelor of Commerce (B.Com.), Finance

Brandon Bryant Brandon Bryant Greater New York City Area Details
Brandon Bryant's J.P. Morgan Experience June 2011 - August 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America  June 2013 - Present
Pur•suit  January 2013 - Present
The Ohio State University  2011 - Present
Management Leadership for Tomorrow  May 2011 - December 2012
Wells Fargo  May 2012 - August 2012
J.P. Morgan   June 2011 - August 2011
African American Achievement Committee   February 2007 - June 2011
eBay, Inc  January 2007 - June 2011
Course Hero, Inc.   November 2010 - May 2011
NASA  June 2010 - August 2010

Skills
Economics, Financial Modeling, Valuation, Investments, Leadership, Investment Banking, Financial Analysis, Finance, Accounting

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
Bachelor of Science, Business Administration: Economics

Andre Avelar Andre Avelar Chicago, Illinois Details
Andre Avelar's J.P. Morgan Experience June 2012 - August 2012
Job Student at The University of Chicago Booth School of Business
Industry Financial Services
Experience
Itaú BBA  September 2013 - Present
J.P. Morgan   June 2012 - August 2012
Itaú BBA  March 2009 - July 2011
Itaú Unibanco  June 2007 - March 2009
Itaú Unibanco  March 2005 - June 2007

Skills
Financial Modeling, Financial Markets, Risk Management, Trade Finance, Capital Markets, Derivatives, Fixed Income, Valuation, Portfolio Management, Financial Analysis, Investment Banking, Mergers & Acquisitions, Due Diligence, Loans, Analysis, Corporate Finance, Basel II, Financial Structuring, Finance, Credit, Banking, FX Options, Trading, ALM, Emerging Markets, Credit Risk, Credit Analysis, Equity Research, Bloomberg, Private Equity, Equities, Investments, Financial Risk, Asset Management

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (MBA)

Escola Politécnica da Universidade de São Paulo   2006 — 2009
Master Degree, Electrical Engineering

Escola Politécnica da Universidade de São Paulo   2000 — 2004
Bachelor of Science, Electrical Engineering

Ari Meskin Ari Meskin Chicago, Illinois Details
Ari Meskin's J.P. Morgan Experience July 2015 - Present
Job Operations Analyst Development Program at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
Alpha Epsilon Pi Fraternity Ohio State University   January 2013 - January 2014
Integro Insurance Brokers ReSource Department   June 2013 - July 2013
The McGowan Companies  June 2010 - August 2012
Camp Ramah in California  June 2010 - July 2011
The Green Dream   August 2010 - June 2011

Skills
Microsoft Excel, Insurance, Property & Casualty..., PowerPoint, Microsoft Office, Access, D&O, Microsoft Word, Photoshop, Solver, Team Leadership, Business Analytics, Group Work, Marketing, Sales

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance (Investment Management), Insurance

Beachwood High School   2007 — 2011

Mauricio Sanchez Mauricio Sanchez West Palm Beach, Florida Area Details
Mauricio Sanchez's J.P. Morgan Experience 1998 - 2000
Job Strategist | Finance Leader | Operator
Industry Management Consulting
Experience
Biscayne Management Partners   2012 - Present
Alvarez & Marsal  2006 - August 2012
Banc of America Securities  2005 - 2006
Citigroup  2003 - 2005
Trust Company of the West  2000 - 2001
J.P. Morgan   1998 - 2000
Salomon Brothers Inc  June 1997 - August 1997
United States Marine Corps  1989 - 1994

Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance

Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA

University of Florida - Warrington College Of Business
B.S., Finance

Holly Grimme Holly Grimme Chicago, Illinois Details
Holly Grimme's J.P. Morgan Experience June 2013 - August 2013
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture  August 2014 - Present
The Vistria Group  January 2014 - April 2014
J.P. Morgan   June 2013 - August 2013
Accenture  July 2010 - July 2012
Accenture  July 2008 - July 2010

Skills
Analysis, Strategic Planning, Business Strategy, Segmentation, New Business Development, Healthcare Consulting, Go-to-market Strategy, Healthcare, Product Management, Management, Strategy, Health Insurance, Corporate Finance, Financial Analysis, Product Launch, Management Consulting

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Wharton School, University of Pennsylvania   2004 — 2008
Bachelor of Science (BS), Business/Managerial Economics

Rick Lewis II Rick Lewis II Columbus, Ohio Details
Rick Lewis II's J.P. Morgan Experience June 2013 - August 2013
Job J.P Morgan Chase: Operations Analyst Specializing in Capacity Management and Production Improvement
Industry Banking
Experience
JPMorgan Chase & Co.   July 2014 - Present
The Market Place on Neil Ave   September 2009 - April 2014
J.P. Morgan   June 2013 - August 2013
The Breathing Association  June 2012 - August 2012
GE Aviation  August 2011 - December 2011

Skills
Java, SQL, HTML, JavaScript, Windows, Organizational..., Project Management, Inventory Management, Account Management, Risk Management, Event Management, Risk Assessment, Process Improvement, Microsoft Word, Microsoft Excel, Microsoft Office, Visio, COBOL, Financial Reporting, Executive Reporting, Budget Forecasts, Disaster Recovery..., Event Planning, Time Management, Customer Service, Analysis, Gap Analysis

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General, Senior

The Ohio State University - The Max M. Fisher College of Business   2008 — 2014
Bachelor of Business Administration (BBA), Logistics Management, Senior

James F. Kinoshita, CFA James F. Kinoshita, CFA Chicago, Illinois Details
James F. Kinoshita, CFA's J.P. Morgan Experience October 2005 - May 2013
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  June 2013 - Present
J.P. Morgan   October 2005 - May 2013

Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Finance and Marketing

University of California, Santa Barbara
Bachelor of Arts (B.A.)

Niles North High School

Ellie O'Neill Ellie O'Neill Greater New York City Area Details
Ellie O'Neill's J.P. Morgan Experience 2015 - Present
Job Asset Management Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan   2015 - Present
J.P. Morgan   2014 - Present
Canrock Ventures  May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook

Education
Williams College   2011 — 2015
Bachelor of Arts (BA), Political Science

The Taft School   2007 — 2011

Tuck School of Business at Dartmouth
Business Bridge Program

Karla Campbell Karla Campbell Virginia Beach, Virginia Details
Karla Campbell's J.P. Morgan Experience 2010 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   2010 - Present
Virginia Beach SPCA  2007 - 2010
American Express  1996 - 2007
Carlson Wagonlit Travel  1992 - 1996

Skills
Portfolio Management, Relationship Management, Banking, Credit, Risk Management, Financial Services, Capital Markets, Credit Cards, Financial Analysis, Strategy, Investment Banking, Analytics, Vendor Management, Lines Of Credit, Financial Modeling, Critical Thinking, Credit Management, Business Analysis, Program Management

Education
William and Mary   1984 — 1989
Bachelor of Arts (B.A.)

University of Bonn

Danner Hickman Danner Hickman Rochester, New York Area Details
Danner Hickman's J.P. Morgan Experience 2013 - 2014
Job Director of Research & Analysis at Broadstone Real Estate, LLC
Industry Real Estate
Experience
RocGrowth Candids   October 2014 - Present
Broadstone Real Estate, LLC  2014 - Present
J.P. Morgan   2013 - 2014
J.P. Morgan   2011 - 2013
J.P. Morgan   2010 - 2010
Sapient  2008 - 2009
Eos Airlines  2007 - 2008
Eos Airlines  2005 - 2007
Synapse Group  2005 - 2005

Skills
Budgets, Venture Capital, Investment Banking, Finance, Strategic Planning, Financial Analysis, Financial Modeling, Segmentation, Management, Forecasting, Pricing, Valuation, Analysis, Strategy, Business Strategy, Capital Markets, Due Diligence, Mergers & Acquisitions, Corporate Finance, Analytics, Investments

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2009 — 2011
MBA

Williams College   2001 — 2005
Bachelors of Arts

Brighton High School

Chris Selden Chris Selden San Francisco Bay Area Details
Chris Selden's J.P. Morgan Experience January 2000 - January 2001
Job Director, Corporate Development and Planning at Funding Circle USA
Industry Financial Services
Experience
Funding Circle USA  April 2015 - Present
Funding Circle USA  August 2013 - April 2015
Value Retail  December 2008 - September 2013
Hines  August 2007 - June 2008
New Energy Capital   June 2006 - August 2006
TA Associates  February 2001 - December 2004
JP Morgan  January 2000 - January 2001
J.P. Morgan   1997 - 2000

Skills
Leadership Development, Alternative Investments, Valuation, Financial Modeling, Due Diligence, Private Equity, Investment Banking, Strategy, Mergers, Financial Analysis, Business Strategy, Asset Managment, Corporate Finance, Venture Capital, Strategic Planning, Start-ups, Emerging Markets, Mergers & Acquisitions, Management, Negotiation, Business Development, Entrepreneurship, Analysis, Leadership, Finance, Investments, Portfolio Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2005 — 2007
Masters of Business Administration

Williams College   1993 — 1997
BA

St. Paul's   1990 — 1993
High School

Jason Mueller Jason Mueller Chicago, Illinois Details
Jason Mueller's J.P. Morgan Experience January 2015 - Present
Job Investment Specialist at J.P. Morgan | MBA Candidate at Chicago Booth
Industry Banking
Experience
J.P. Morgan   January 2015 - Present
J.P. Morgan   June 2011 - January 2015
J.P. Morgan   July 2008 - June 2011
J.P. Morgan   June 2007 - August 2007
Carrollton Bank  May 2006 - August 2006

Skills
Investments, Banking, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Financial Reporting, Risk Management, Microsoft Excel, Accounting, Strategic Planning, Portfolio Management, PowerPoint, Process Improvement, Microsoft Office, Business Analysis, Finance

Education
The University of Chicago Booth School of Business   2015 — 2018
Master of Business Administration (M.B.A.), Economics, Entrepreneurship, Managerial and Organizational Behavior

University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science, Finance

University of Illinois at Urbana-Champaign - College of Business   2004 — 2008
Bachelor of Science, Finance

Vladimir Andonov Vladimir Andonov Palo Alto, California Details
Vladimir Andonov's J.P. Morgan Experience 2005 - 2008
Job Associate at CHSO Partners LLC
Industry Venture Capital & Private Equity
Experience
CHSO Partners LLC   August 2011 - Present
Capricorn Investment Group  August 2008 - July 2011
J.P. Morgan   2005 - 2008

Skills
Investment Banking, Fixed Income, Private Equity, Valuation, Equities, Equity Research, Bloomberg, Financial Modeling, Capital Markets, Investments, Venture Capital, Alternative Investments, LBO, Hedge Funds, Mergers & Acquisitions, Corporate Finance

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, and Strategic Managment

Williams College   2001 — 2005
Bachelor of Arts, Economics, Political Science

Brian Blanchett, CFA, CPA Brian Blanchett, CFA, CPA San Francisco, California Details
Brian Blanchett, CFA, CPA's J.P. Morgan Experience July 2011 - Present
Job Investment Banking Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2011 - Present
Stalla Professional Education   2009 - 2011
J.P. Morgan   June 2010 - August 2010
PricewaterhouseCoopers  August 2004 - August 2009

Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Risk, Financial Analysis, Business Valuation, Economics, Financial Services, Auditing

Education
The University of Chicago Booth School of Business   2009 — 2011
MBA, Finance

University of Kentucky   1999 — 2003

Kevin Snead Kevin Snead Palm Beach, Florida Details
Kevin Snead's J.P. Morgan Experience February 2015 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   February 2015 - Present
J.P. Morgan   May 2014 - February 2015
Battelle  May 2013 - May 2014
Abercrombie & Fitch Home Office  March 2012 - May 2013

Skills
Investment Management, Investments, Portfolio Management, Program Management, Employee Benefits, Economics, Leadership, Social Networking

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics

Aaron Toomey Aaron Toomey Greater New York City Area Details
Aaron Toomey's J.P. Morgan Experience July 2014 - July 2015
Job Associate Mergers and Acquisitions at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey  July 2015 - Present
J.P. Morgan   July 2014 - July 2015
J.P. Morgan   June 2013 - August 2013
Goldman Sachs  July 2009 - August 2012

Skills
Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Windows, Banking, LBO, Corporate Finance, Financial Analysis, Investment Banking, DCF, Business Valuation

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance

Washington and Lee University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Andrew Turnbull Andrew Turnbull Greater Chicago Area Details
Andrew Turnbull's J.P. Morgan Experience October 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   October 2013 - Present
Outerwall (formerly Redbox/Coinstar)   August 2012 - October 2013
Outerwall (formerly Redbox/Coinstar)   September 2011 - August 2012
Duff & Phelps  September 2007 - September 2011
SunTrust Robinson Humphrey  July 2006 - September 2007

Skills
Investment Banking, Financial Modeling, Mergers, Quantitative, Excel, Team Management, Team Leadership, Financial Analysis, Leadership Development, Investments, Joint Ventures, Structuring, Valuation, Corporate Finance, Business Valuation, Venture Capital, Debt, DCF, Credit Analysis, Industry Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Acquisitions

Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics and Accounting

University of Florida
Business Administration, Finance, Magna Cum Laude

Crystal Leveillee Crystal Leveillee New York, New York Details
Crystal Leveillee's J.P. Morgan Experience 2013 - Present
Job J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   2013 - Present
Tuck School of Business at Dartmouth College  2011 - 2013
Uncommon Schools  June 2009 - July 2011
FLAG Capital   August 2007 - July 2009
JPMorgan  2005 - 2007

Skills
Financial Analysis, Valuation, Financial Modeling, Community Development, Due Diligence, Private Equity, Economics, Investments, Management Consulting

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2013
MBA

Wellesley College   2001 — 2005
Degree in Economics

West Hills High School

Benjamin Moll Benjamin Moll Greater Boston Area Details
Benjamin Moll's J.P. Morgan Experience 2010 - 2013
Job Founder, Arx Urban Capital
Industry Real Estate
Experience
Arx Urban Capital   2013 - Present
Atlas Real Estate Partners   2013 - Present
City of Boston  2015 - Present
J.P. Morgan   2010 - 2013
Barclays Capital  2009 - 2010
Tufts University  2007 - 2009

Skills
Real Estate Development, Real Estate Transactions, Public Speaking, Contract Negotiation, Lease Negotiations, Mentoring New Hires, Argus Modeling, DCF Valuation, Valuation, Capital Markets, Disposition, Investments, DCF, Underwriting, Asset Management, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Investor Relations, Private Equity, Real Estate Economics, Bloomberg, Mergers & Acquisitions, Dispositions

Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)

Tufts University
B.A, summa cum laude, Psychology, Entrepreneurial Leadership

David Borkowski David Borkowski Greater Chicago Area Details
David Borkowski's J.P. Morgan Experience July 2012 - August 2013
Job Director at Prudential Capital Partners
Industry Investment Management
Experience
Prudential Capital Partners  August 2013 - Present
J.P. Morgan   July 2012 - August 2013
Credit Agricole / Hedgeserv   June 2006 - July 2012
Credit Suisse  March 2005 - June 2006
Clifton Gunderson LLP  June 2003 - March 2005

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA, Accounting, Analytical Finance, Entrepreneurship

University of Dayton   1999 — 2003
BS, Accounting and Finance

David Cofta David Cofta Cleveland/Akron, Ohio Area Details
David Cofta's J.P. Morgan Experience 2000 - 2011
Job Computer Systems Engineer
Industry Computer Software
Experience
J.P. Morgan   2000 - 2011
JPMorgan Chase  1996 - 2011

Skills
Windows Server, MCSE, CCNA, A+ Certified, Computer Hardware, Computer Maintenance, Server Administration, Linux Server, Server Management, Novell Netware

Education
The University of Akron
Bachelor of Applied Science (BASc), Computer Science

Gilmour Academy
Bachelor of Applied Science (BASc), Computer Science

Chloe Kelley, CFA Chloe Kelley, CFA New York, New York Details
Chloe Kelley, CFA's J.P. Morgan Experience July 2006 - May 2008
Job Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO  August 2013 - Present
University of Chicago Booth School of Business  September 2011 - June 2013
PIMCO  June 2012 - August 2012
South Dekalb Church Federal Credit Union   March 2009 - April 2011
EARNEST Partners  July 2008 - March 2011
J.P. Morgan   July 2006 - May 2008

Skills
Investment Management, Forecasting, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income, Corporate Finance, Investments, Equity Research, Asset Managment

Education
The University of Chicago - Booth School of Business   2011 — 2013
Masters of Business Administration, Analytic Finance & Entrepreneurship

The University of Georgia   2002 — 2006
BBA, International Business, Finance, Spanish

University of Georgia - Terry College of Business   2002 — 2006
BBA, International Business, Finance, Spanish

Edward Peña Edward Peña Greater New York City Area Details
Edward Peña's J.P. Morgan Experience July 2009 - July 2012
Job Director, FP&A at ProSight Specialty Insurance
Industry Financial Services
Experience
ProSight Specialty Insurance  July 2012 - Present
J.P. Morgan   July 2009 - July 2012
J.P. Morgan   August 2005 - June 2007
J.P. Morgan   2003 - 2005

Skills
Valuation, Financial Analysis, Insurance, Financial Modeling, Finance, Corporate Finance, Strategy, Investment Banking, Analysis, Management, Derivatives

Education
Tuck School of Business at Dartmouth   2007 — 2009

Yale University   1998 — 2002
Economics, History

Kingsley Lam Kingsley Lam Chicago, Illinois Details
Kingsley Lam's J.P. Morgan Experience 2009 - Present
Job Assistant Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   2009 - Present
Citigroup  2009 - 2009
Hong Kong Monetary Authority  2008 - 2008

Skills
Finance, Economics, Credit, Financial Modeling, Banking, Financial Analysis, Commercial Banking, Credit Analysis, International Business, Credit Risk, Loans, Analysis, Due Diligence, Chinese, International Banking...

Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)

University of Chicago
Bachelor's Degree

Queen's College
Hong Kong Certificate of Education

Jonathan Wu, CFA Jonathan Wu, CFA Greater New York City Area Details
Jonathan Wu, CFA's J.P. Morgan Experience March 2014 - Present
Job Associate Corporate & Investment Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   March 2014 - Present
Thomson Reuters Corporation  August 2011 - March 2014
Mizuho Corporate Bank  June 2010 - August 2010
Chinatrust Commercial Bank  November 2007 - July 2009
PCCW  February 2007 - October 2007

Skills
Valuation, Credit Analysis, Financial Statement..., Investments, Leveraged Finance, Financial Modeling, Financial Analysis, Excel, Equities, Equity Research Analysis

Education
CFA Institute
CFA Charterholder

University of Michigan   2009 — 2011
Master of Science, Financial Engineeirng

University of Michigan   2005 — 2007
Master of Science, Finance (part-time program based in Hong Kong)

The University of British Columbia
Bachelor of Applied Science, Computer Engineering

Gregory George Gregory George Bellaire, Texas Details
Gregory George's J.P. Morgan Experience February 2015 - Present
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   February 2015 - Present
Scotiabank Global Banking and Markets  November 2013 - February 2015
Scotiabank, Global Banking and Markets  July 2010 - November 2013
BNP Paribas  May 2007 - June 2010
Scotiabank Global Banking and Markets  January 2005 - April 2007
Scotiabank Global Banking and Markets  January 2002 - January 2005
Scotiabank Global Banking and Markets  January 1998 - January 2002
Scotiabank  July 1994 - January 1998

Skills
Relationship Management, Portfolio Management, Team Leadership, Creative Direction, Marketing Strategy, Analytical Skills, Strategic Planning, Strategic Leadership, Credit Analysis, Loan Origination, Oil & Gas Industry, Project Management, Organizational..., Investments, Banking, Strategy, Finance, Investment Banking, Corporate Finance, Capital Markets, Management

Education
Tuck School of Business at Dartmouth   2012 — 2012
Executive Education, Leadership and Strategic Impact

University of New Brunswick   1991 — 1993
Master of Business Administration (MBA), Finance, General

University of St. Thomas (TX)
Bachelor of Business Administration (BBA), Economics & Finance

Ryan Walter Ryan Walter Greater Chicago Area Details
Ryan Walter's J.P. Morgan Experience May 2011 - Present
Job Institutional Investment Consultant at DiMeo Schneider & Associates, L.L.C.
Industry Financial Services
Experience
DiMeo Schneider & Associates, L.L.C.   April 2015 - Present
J.P. Morgan   May 2011 - Present
JP Morgan Chase  April 2008 - June 2011
Merrill Lynch  November 2005 - April 2008

Skills
Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Fixed Income, Asset Allocation, Series 63, Asset Management, Alternative Investments, Trading

Education
The Ohio State University - The Max M. Fisher College of Business   2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management

Scott Schneiderman Scott Schneiderman Greater New York City Area Details
Scott Schneiderman's J.P. Morgan Experience 1990 - 1991
Job Senior Finance and Operations Executive
Industry Telecommunications
Experience
Time Warner Cable  May 2014 - Present
Bluefly  August 2013 - May 2014
Insight Communications (acquired by Time Warner Cable Feb '12)   January 2007 - May 2012
Insight Communications (acquired by Time Warner Cable Feb '12)   January 2004 - January 2007
Madison Park Partners   2002 - 2004
The CIT Group / Equity Investments, Inc.   1997 - 2002
Barclays Capital  1991 - 1995
J.P. Morgan   1990 - 1991

Skills
Mergers, Venture Capital, Private Equity, Financial Analysis, Operations Management, Cost Reduction..., Investment Banking, Start-ups, Financial Modeling, Due Diligence, Valuation, Business Strategy, Corporate Finance, Product Management, Investor Reporting

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1997
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   1987 — 1990
BA, Economics

Jenny Yan Jenny Yan New York, New York Details
Jenny Yan's J.P. Morgan Experience 2012 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   2012 - Present
J.P. Morgan   2011 - 2012
the University of British Columbia  February 2009 - April 2011
PCJ Investment Counsel   April 2009 - 2010

Skills
Bloomberg, Capital Markets, Valuation, Equities, Financial Modeling, Capital IQ, Financial Analysis, Equity Research, Fixed Income, Investments

Education
The University of British Columbia   2007 — 2011

Norm Amstutz Norm Amstutz Columbus, Ohio Area Details
Norm Amstutz's J.P. Morgan Experience September 2012 - September 2014
Job Systems Analyst at Alliance Data
Industry Information Technology and Services
Experience
Alliance Data  August 2015 - Present
J.P. Morgan   September 2012 - September 2014
Tekmark Global Solutions  July 2011 - July 2012
Tekmark Global Solutions  November 2009 - November 2010
Tekmark Global Solutions  2006 - 2008
Tekmark Global Solutions  April 2005 - November 2005
Tekmark Global Solutions  March 2000 - October 2005
Highlights for Children  March 1998 - March 2000

Skills
VSAM, CICS, COBOL, DB2, Visio, SQL, Windows, Microsoft Excel, PowerPoint, Mac OS X, Microsoft Word, Mainframe, SDLC, User Acceptance Testing, Crystal Reports, Requirements Analysis, Data Modeling, JCL, Quality Center, Waterfall, Database Design, Requirements Gathering, Software Development, Quality Assurance, SharePoint, Software Documentation, Databases, Business Analysis, Data Analysis, Testing

Education
Dale Carnegie Training   1996 — 1996
Accredited Course, Dale Carnegie course

The University of Akron
Associate's degree, Data Processing

University of Phoenix
BSIT, Information Technology Business Analyst

Ivy Miao Ivy Miao Toronto, Canada Area Details
Ivy Miao's J.P. Morgan Experience 2004 - 2007
Job Business Development Professional
Industry Legal Services
Experience
Davies Ward Phillips & Vineberg LLP  2011 - 2015
Middlefield Group  2007 - 2009
J.P. Morgan   2004 - 2007
CIBC World Markets  2001 - 2003
RBC Wealth Management  2000 - 2001

Skills
International Business..., Asset Management, Law Firm, Business Development, Relationship Management, Client Services, Mergers & Acquisitions, Cross-border..., China, Multilingual, Investments, Investment Management, Securities

Education
The University of British Columbia
Bachelor of Arts (B.A.), Economics and International Relations

Giselle White Mazier Giselle White Mazier New York, New York Details
Giselle White Mazier's J.P. Morgan Experience 1995 - 2000
Job Director of Marketing at Harvey Partners
Industry Financial Services
Experience
Harvey Partners   July 2014 - Present
William Pitt Sotheby's International Realty  January 2011 - January 2014
Morgan Stanley  2000 - 2005
J.P. Morgan   1995 - 2000

Skills
Investments, Investor Relations, Real Estate, Hedge Funds, Investment Properties, Sales, Asset Management, Equities, Marketing, Marketing Strategy, Management

Education
The University of Chicago - Booth School of Business   1997 — 2000
MBA

University of Miami   1987 — 1991
BA

Anne Heinrichs, CFA Anne Heinrichs, CFA New York, New York Details
Anne Heinrichs, CFA's J.P. Morgan Experience June 2006 - February 2008
Job Assistant Professor at Columbia Business School
Industry Financial Services
Experience
Columbia Business School  July 2014 - Present
University of Chicago Booth School of Business  2009 - 2014
HgCapital   June 2008 - February 2009
J.P. Morgan   June 2006 - February 2008
Deloitte  January 2005 - March 2005
PwC  September 2002 - June 2003
Gothentreuhand (prior: Dr. Gothe GmbH)   August 1999 - June 2001

Education
The University of Chicago - Booth School of Business   2009 — 2014
PhD (anticipated 2014), MBA (2012 all class requirements fulfilled)

The University of Texas at Austin   2005 — 2006
MPA (Master of Professional Accounting)

Ruhr University Bochum   2002 — 2005
BS (equivalent), Vordiplom degree + 1 year Hauptstudium

Jordan Clark Jordan Clark Columbus, Ohio Area Details
Jordan Clark's J.P. Morgan Experience February 2010 - April 2013
Job Director of Operations at EFS
Industry Logistics and Supply Chain
Experience
Entourage Freight Solutions Inc   April 2013 - Present
J.P. Morgan   February 2010 - April 2013
Total Quality Logistics  March 2009 - February 2010

Skills
Team Building, Operations Management, Logistics Management, Contract Negotiation, Sales, Microsoft Excel, Strategic Planning, Supply Chain Management, Budget Forecasts, Sales Management, Leadership, Negotiation, Logistics

Education
The Ohio State University - The Max M. Fisher College of Business   2004 — 2008
Bachelor of Business Administration (BBA), Marketing

Lindsay Thomas Lindsay Thomas New York, New York Details
Lindsay Thomas's J.P. Morgan Experience February 2014 - Present
Job Private Bank Product Development Alternative Assets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   February 2014 - Present
J.P. Morgan   May 2012 - February 2014
J.P. Morgan   December 2010 - May 2012
J.P. Morgan   February 2005 - December 2010
Chase  October 2003 - February 2005

Education
The Ohio State University Fisher College of Business   2008 — 2010
Master of Business Administration (MBA)

University of Kentucky   1999 — 2003
Bachelor of Arts (B.A.), International Economics and Spanish Language

Tom D'Amico Tom D'Amico Columbus, Ohio Area Details
Tom D'Amico's J.P. Morgan Experience February 2015 - Present
Job Vice President, JPMorgan Funds
Industry Financial Services
Experience
J.P. Morgan   February 2015 - Present
J.P. Morgan   February 2012 - Present
JPMorgan Chase  March 2010 - February 2012
JP Morgan Chase  January 2007 - March 2010

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2011
MBA, Investment Management, Finance

The Ohio State University Fisher College of Business   2001 — 2006
B.S., Economics, Marketing

Devin Graham Devin Graham Greater New York City Area Details
Devin Graham's J.P. Morgan Experience April 2014 - Present
Job Associate, Campus Recruiter, Asset Management at J.P. Morgan
Industry Human Resources
Experience
J.P. Morgan   April 2014 - Present
J.P. Morgan   April 2012 - March 2014
Nationwide Insurance  September 2011 - April 2012
Nationwide Insurance  January 2011 - September 2011
Limited Brands  June 2010 - August 2010
PricewaterhouseCoopers  June 2008 - August 2008

Skills
Process Orientation, Training & Development, Recruiting (High Volume..., Mentoring, Event Planning, Teamwork, HRIS, PeopleSoft, Talent Acquisition, Resume Writing, Leadership Development, Customer Service, Onboarding, Lotus Notes, Microsoft Office, Team Building, Interviewing, Outlook, College Recruiting, Full-cycle Recruiting, Social Media, Taleo, WCN, SharePoint, Strategic Planning, Leadership, Interviews, Personnel Management, Hiring, Marketing, Training, Management

Education
The Ohio State University - The Max M. Fisher College of Business   2006 — 2010
Bachelor of Science in Business Administration, Human Resources

Huiyun Jewsikow Huiyun Jewsikow Baltimore, Maryland Details
Huiyun Jewsikow's J.P. Morgan Experience March 2012 - June 2012
Job Associate Portfolio Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  August 2015 - Present
Euler Hermes North America  November 2013 - July 2015
Roulston Research  September 2012 - June 2013
J.P. Morgan   March 2012 - June 2012

Skills
Bloomberg, Fixed Income, Zephyr, Financial Statement..., Forecasting, Private Equity, Derivatives, Real Estate, GAAP, Monte Carlo Simulation, Crystal Ball, Regression Analysis, IFRS

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2012
Master in Finance, Investment Management, 3.6

University of Toledo   2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.9

Northwest University, China   2007 — 2009

George Bumstead George Bumstead Greater New York City Area Details
George Bumstead's J.P. Morgan Experience June 2010 - October 2013
Job Senior Equity Trader at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  November 2014 - March 2015
MNS International, LLC   October 2013 - 2014
J.P. Morgan   June 2010 - October 2013
Nomura Securities  2008 - 2010
Lehman Brothers  June 2008 - December 2008
Merrill Lynch  2000 - 2008

Skills
Equities, Trading, Portfolio Management, Equity Trading, Capital Markets, Financial Risk, Financial Markets, Investment Banking, Options Strategies, Proprietary Trading, Hedge Funds, Fixed Income, Spreadsheets, PowerPoint, Options, Fluent reading,..., Market Research, Foreign Languages, Bloomberg Software, Travel Planning, Adventure Travel, Management, Financial Analysis

Education
The University of British Columbia / UBC   1998 — 2002
Bachelor of Arts with Honors, History and International Relations, A

St. George's School, Vancouver   1994 — 1998
High School Diploma

Santa Fe Workshops

Rob Kerr Rob Kerr Chicago, Illinois Details
Rob Kerr's J.P. Morgan Experience 1999 - 2002
Job Private Banker, Global Family Office Group Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  August 2013 - Present
Kerr Financial Corporation   2009 - August 2013
Bank of America  2006 - 2009
Bear Stearns  2002 - 2005
J.P. Morgan   1999 - 2002
University of Minnesota  September 1993 - June 1998

Skills
Scratch golf handicap, Investment Banking, Valuation, Equities, Investments, Capital Markets, Financial Modeling, Hedge Funds, Equity Research, Alternative Investments, Private Equity, Corporate Finance, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Asset Managment, Series 7, Financial Analysis, Corporate Development, Due Diligence, Asset Management, Mergers & Acquisitions, Finance, Financial Advisory, Wealth Management, Securities, Asset Allocation, Emerging Markets, Investment Strategies

Education
The University of Chicago Booth School of Business   2009 — 2011
MBA, Finance

University of Minnesota - Carlson School of Management   1993 — 1998
BSB, Finance

Lower Canada College   1987 — 1993
High School

Krishna Danda Krishna Danda Houston, Texas Details
Krishna Danda's J.P. Morgan Experience July 2013 - Present
Job Investment Specialist at J.P. Morgan
Industry
Experience
J.P. Morgan   July 2013 - Present
Goldman Sachs  June 2012 - August 2012
CSC  June 2006 - September 2011
Cougar Investment Fund  August 2010 - August 2011

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

University of Houston, C.T. Bauer College of Business   2009 — 2011
Master of Science (M.S.), Finance

The University of Texas at Austin   2001 — 2006
Bachelor of Science (B.S.), Electrical Engineering

Jeff Earnheart Jeff Earnheart Columbus, Ohio Details
Jeff Earnheart's J.P. Morgan Experience April 2008 - March 2013
Job Executive Recruiter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
JPMorgan Chase  March 2013 - May 2014
J.P. Morgan   April 2008 - March 2013
JPMorgan Chase  August 2002 - March 2008
Indecon  August 2001 - August 2002
WorldCom  September 2000 - August 2001
Maximation LLC  June 1998 - September 2000
Ives & Associates  January 1998 - June 1998

Skills
Executive Search, Recruiting, Asset Management, Team Building, Applicant Tracking..., Talent Acquisition, Sales, Negotiation, Onboarding, Talent Management, Technical Recruiting, College Recruiting, Internet Recruiting, Sourcing, Human Resources

Education
The Ohio State University - The Max M. Fisher College of Business   1993 — 1997
Bachelor of Science (BS), Business Management - HR

John Dakoske John Dakoske Cincinnati Area Details
John Dakoske's J.P. Morgan Experience July 2003 - August 2014
Job Barnes Black Dakoske Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  August 2014 - Present
J.P. Morgan   July 2003 - August 2014
Deloitte  January 2000 - June 2003

Skills
Wealth Management, Series 7, Asset Management, Asset Allocation, Financial Modeling, Strategic Financial..., Securities, Capital Markets, Financial Analysis, Tax, Estate Planning, Trusts, CPA, Accounting, Portfolio Management

Education
University of Notre Dame Law School   1992 — 1995
JD, Law

The Ohio State University Fisher College of Business   1986 — 1988
Master of Business Administration (MBA), Finance

University of Notre Dame - Mendoza College of Business   1981 — 1985
BBA, Accounting

Sonya Lipkina Sonya Lipkina Greater New York City Area Details
Sonya Lipkina's J.P. Morgan Experience August 2012 - February 2013
Job Associate Project Manager at JPMorgan Funds Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   July 2013 - Present
J.P. Morgan Asset Management   February 2013 - July 2013
J.P. Morgan   August 2012 - February 2013
J.P. Morgan Asset Management   February 2012 - July 2012
J.P. Morgan Asset Management   July 2011 - February 2012

Skills
Project Management, Business Process..., Leadership, Training & Development, Mutual Funds, Institutional..., Business Analysis, Finance, Microsoft Office, SharePoint, Enterprise Content..., CRM

Education
The Ohio State University Fisher College of Business   2008 — 2011
Bachelor's Degree, Marketing, Logistics

Daniel Lie Daniel Lie New York, New York Details
Daniel Lie's J.P. Morgan Experience 2011 - 2012
Job Head of Business Development and Operations at Oz
Industry Marketing and Advertising
Experience
Oz Content Technologies   July 2014 - Present
TheStreet.com  2013 - 2014
J.P. Morgan   2011 - 2012

Education
The University of Chicago - Booth School of Business   2009 — 2011
Master of Business Administration (M.B.A.)

Wheaton College   2001 — 2005
Bachelor's Degree, International Relations

Victor Cai Victor Cai Greater New York City Area Details
Victor Cai's J.P. Morgan Experience 2003 - 2004
Job Senior Finance Professional
Industry Leisure, Travel & Tourism
Experience
Yacht Cruises (UK) Limited   November 2013 - Present
Silversea Cruises  July 2009 - August 2013
Credit Suisse  2005 - 2009
J.P. Morgan   2003 - 2004
RBC Capital Markets  1998 - 2000

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2001 — 2003
Master of Business Administration

University of Pennsylvania - The Wharton School   1994 — 1998
B.S. Economics

University of Pennsylvania   1994 — 1998
B.A. Classics

Università Commerciale 'Luigi Bocconi'
Study Abroad Exchange Student

Stuyvesant High School   1990 — 1994

Ashley Boltja Ashley Boltja Cleveland/Akron, Ohio Area Details
Ashley Boltja's J.P. Morgan Experience February 2013 - July 2014
Job Mortgage Banking Credit Program Underwriter at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan   February 2013 - July 2014
YP  September 2012 - January 2013
The Walt Disney Company  August 2011 - December 2011
Bath & Body Works  April 2011 - April 2011
SlugBooks  January 2011 - April 2011
Papa Johns  February 2008 - September 2010

Skills
Social Networking, Microsoft Office, Marketing, Leadership, Customer Service, Marketing Strategy, Marketing Research, New Business Development, Retail, Social Media

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
Business Administration, Marketing, 3.43

Medina High School   2004 — 2008

Hamza Aslam Hamza Aslam New York, New York Details
Hamza Aslam's J.P. Morgan Experience May 2015 - Present
Job Vice President J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2015 - Present
Morgan Stanley  December 2012 - April 2015
Barclays Wealth and Investment Management  July 2008 - September 2012

Skills
Asset Management, Private Banking, Portfolio Management, Asset Managment, Financial Services, Commercial Banking, Investment Management, Wealth Management, Equities

Education
The University of Chicago - Booth School of Business
MBA, Finance

Eliot Powell Eliot Powell Greater New York City Area Details
Eliot Powell's J.P. Morgan Experience November 1997 - January 2006
Job Managing Member at H4 Capital Partners, LLC
Industry Investment Management
Experience
Leaders in Private Equity Capital Formation   2014 - Present
LVI Power, LLC   June 2012 - Present
H4 Capital Partners, LLC   January 2006 - Present
Grain Management, LLC   October 2008 - June 2012
Venture Investment Associates   February 2006 - January 2008
J.P. Morgan   November 1997 - January 2006
AT&T Investment Management   September 1994 - October 1997
Jones Lang LaSalle  1990 - 1994
Goldman Sachs  1982 - 1988

Skills
Investment Management, Alternative Investments, Capital Raising, Private Equity, Venture Capital, Infrastructure, Energy Industry, Asset Management, Portfolio Management, Capital Markets, Investor Relations, Investment Banking, Finance, Corporate Finance, Project Finance, Structured Finance, Due Diligence, Electricity Markets, Sustainable Energy, Power Generation, Power Project..., Demand Response, Natural Gas Trading, Utility Construction, Emerging Markets, Financial Analysis, Valuation, Financial Modeling, Strategy, Pension Funds, Family Office, Private Foundations, Endowment Funds, Entrepreneurship, Banking, Restructuring, CFOs, Mergers & Acquisitions, Corporate Development, Green Infrastructure, Electric Power, Natural Gas, Solar Energy, Landfill Gas, Power Transmission, Electric Transmission, Renewable Energy, Energy Efficiency, Distributed Generation, Telecommunications

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1981 — 1983
MBA, Finance

University of Pennsylvania   1974 — 1980
BA, Philosophy

Jiongxian Deng Jiongxian Deng Columbus, Ohio Area Details
Jiongxian Deng's J.P. Morgan Experience June 2015 - Present
Job Centralized Lending Team Analyst in Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
GF Fund Management Co., Ltd.   June 2013 - August 2013
GF Securities  May 2013 - June 2013
The Ohio State University  April 2012 - October 2012
China Southern Power Grid  June 2012 - August 2012

Skills
Chinese, Cantonese, Finance, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Management, Data Analysis, Corporate Finance, Teamwork

Education
The Ohio State University Fisher College of Business   2011 — 2014
Bachelors Degree, B.S. Finance

Christy Boardman Christy Boardman Birmingham, Alabama Area Details
Christy Boardman's J.P. Morgan Experience June 2012 - June 2014
Job J.D. Candidate, University of Alabama School of Law
Industry Legal Services
Experience
University of Alabama School of Law  August 2014 - Present
J.P. Morgan   June 2012 - June 2014
J.P. Morgan   June 2011 - August 2011

Skills
Microsoft Word, Nonprofits, Data Analysis, Financial Analysis, Public Finance, Higher Education, Microsoft Excel, PowerPoint, Municipal Bonds, Microsoft Office, Public Speaking

Education
The University of Alabama School of Law   2014 — 2017
Juris Doctor (J.D.)

University of Alabama   2011 — 2012
Master of Arts (MA), Economics, Cumulative GPA: 4.0 / 4.0

University of Alabama   2008 — 2012
Bachelor of Science (BS), Economics and French; History Minor, Cumulative GPA: 4.0 / 4.0

Alex Wohl Alex Wohl Greater New York City Area Details
Alex Wohl's J.P. Morgan Experience 1995 - 1999
Job Equity Derivatives
Industry Financial Services
Experience
Woodlawn Advisors   2008 - 2015
Jefferies & Company  2006 - 2008
Goldman Sachs  1999 - 2006
J.P. Morgan   1995 - 1999
O'Connor & Associates.   1991 - 1993

Skills
Equities, Derivatives, Trading Systems, Options, Trading, Equity Derivatives, Capital Markets, Electronic Trading, Financial Markets

Education
The University of Chicago - Booth School of Business   1993 — 1995
MBA

The University of Chicago   1988 — 1991
BA, Economics

Marissa Sponaugle Marissa Sponaugle Columbus, Ohio Details
Marissa Sponaugle's J.P. Morgan Experience 2015 - Present
Job Accounting Analyst at J.P.Morgan Chase
Industry Accounting
Experience
J.P. Morgan   2015 - Present
The Ohio State University  August 2013 - Present
Food Lion  July 2010 - August 2014

Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork, Retail, Cashiering, Outlook, Leadership, Social Media, Telephone Skills

Education
The Ohio State University - The Max M. Fisher College of Business   2012 — 2016
Bachelor of Business Administration (BBA), Accounting

Riverheads High School   2008 — 2012

Corey LaRue Corey LaRue Columbus, Ohio Area Details
Corey LaRue's J.P. Morgan Experience June 2015 - Present
Job Underwriter
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Bank of America  March 2014 - June 2015
Bank of America  June 2012 - March 2014
Bank of America  August 2011 - June 2012
Housing Servies: Ohio State   March 2008 - April 2011
First Year Connections   May 2007 - May 2008
Hall Improvement   January 2007 - May 2008

Skills
Microsoft Office, Policy Analysis, Microsoft Excel, Customer Service, PowerPoint, Event Planning, Microsoft Word, Data Analysis, Public Speaking, Marketing, Process Improvement, Business Analysis, Social Media, Credit, Time Management, Outlook, Access, Marketing Strategy, Training, Research, Budgets

Education
The Ohio State University - The Max M. Fisher College of Business   2006 — 2010
Bachelor of Science, Business Administration; Marketing and International Business

John Warin John Warin New York, New York Details
John Warin's J.P. Morgan Experience July 2012 - Present
Job Associate Energy Group at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   July 2012 - Present
University of Chicago Booth School of Business  September 2010 - June 2012
J.P. Morgan   June 2011 - August 2011
Alliance Consulting Group  December 2008 - June 2010
Alliance Consulting Group  October 2006 - December 2008
HITT Contracting Inc.  August 2004 - September 2006

Skills
Financial Modeling, Business Strategy, Valuation, Due Diligence, Financial Analysis, Management Consulting, Investment Banking, Project Management, Corporate Finance

Education
The University of Chicago - Booth School of Business   2010 — 2012
Master of Business Administration (MBA), Finance, Economics, Accounting

University of Virginia   2000 — 2004
B.S., Civil Engineering

Deborah J. McGovern Deborah J. McGovern New York, New York Details
Deborah J. McGovern's J.P. Morgan Experience August 2015 - Present
Job Development & Delivery Manager, Intelligent Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2015 - Present
MetLife  June 2014 - August 2014
J.P. Morgan   November 2011 - June 2013
J.P. Morgan Private Bank   May 2009 - October 2011
J.P. Morgan   April 2008 - May 2009
JPMorgan Chase  July 2007 - April 2008
JP Morgan Chase  June 2006 - August 2006
Small Business Development Center  January 2006 - May 2006
Linden Asset Management   September 2005 - December 2005

Skills
Finance, Banking, Analysis, Credit, Credit Risk, Hedge Funds, Business Planning, Market Research, Program Management, Financial Risk, Relationship Management, Portfolio Management, Training, Wealth Management, Marketing, Strategy, Business Management, People Development, Coaching, Mentoring, Client Relations, Organization Skills, Recruiting, Presentations, Financial Modeling

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (M.B.A.), General Management

University of Scranton   2003 — 2007
B.S. Summa Cum Laude, Majors: Finance, Economics

Katie Ossman Katie Ossman Greater Chicago Area Details
Katie Ossman's J.P. Morgan Experience July 2007 - July 2009
Job Vice President at Water Street Healthcare Partners
Industry Venture Capital & Private Equity
Experience
Water Street Healthcare Partners  August 2013 - Present
Avista Capital Partners  August 2009 - July 2011
J.P. Morgan   July 2007 - July 2009
J.P. Morgan   June 2006 - August 2006

Skills
Private Equity, Financial Modeling, Mergers, LBO, Investment Banking, Due Diligence, Carve-outs, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Debt & Equity Financing, Alternative Investments, Buyouts, Competitive Analysis, Business Strategy

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA, Concentrations in Finance, Entrepreneurship and Strategic Management, High Honors

University of Pennsylvania - The Wharton School   2003 — 2007
B.S. in Economics, Concentrations in Finance and Accounting, Summa Cum Laude

Felice Green Felice Green Columbus, Ohio Details
Felice Green's J.P. Morgan Experience July 2011 - August 2013
Job Client Sales Manager at Alliance Data
Industry Marketing and Advertising
Experience
Alliance Data  January 2015 - Present
Alliance Data  October 2013 - January 2015
J.P. Morgan   July 2011 - August 2013
MAC Cosmetics  December 2010 - June 2011
The Ohio State University - The Max M. Fisher College of Business  September 2006 - December 2010
J.P. Morgan   June 2010 - August 2010
DSW, Inc.   June 2008 - May 2010

Skills
Microsoft Applications, Asset Allocation, Banking, Bloomberg, Investments, Corporate Finance, Retail, Public Speaking, PowerPoint, Merchandising, Financial Analysis, Microsoft Excel, Sales, Finance, Economics, Financial Services, Credit Analysis, Analysis, Leadership, Microsoft Office, Strategic Planning, Product Marketing, Presentation Development, Mentoring, Series 7, Series 63, Employee Training, Cosmetics, Makeup Artistry, Project Planning, Recruiting, Teamwork, Customer Satisfaction, Marketing

Education
The Ohio State University Fisher College of Business   2006 — 2010
BSBA, Finance and Marketing

Esteban Saba Esteban Saba New York, New York Details
Esteban Saba's J.P. Morgan Experience July 2002 - September 2005
Job Co founder and CEO @ håndværk (www.handvaerk.com)
Industry Consumer Goods
Experience
handvaerk   2012 - Present
TAP Advisors  November 2011 - September 2012
Merrill Lynch  September 2005 - June 2011
J.P. Morgan   July 2002 - September 2005
Citi  April 1998 - June 2000
Banco de Credito del Peru  August 1995 - April 1998

Skills
Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, LBO, Financial Institutions, Management, Capital Markets, Mergers, Private Equity, Business Strategy, Investments, Hedge Funds

Education
The University of Chicago - Booth School of Business
MBA, Finance

Lisa Vallario Lisa Vallario Columbus, Ohio Area Details
Lisa Vallario's J.P. Morgan Experience January 2010 - December 2014
Job Associate Recruiter at Chase
Industry Banking
Experience
Chase  January 2015 - Present
J.P. Morgan   January 2010 - December 2014
Legacy Staffing  July 2009 - December 2009
Comfort Keepers  June 2008 - July 2009

Skills
Candidate Screening, Offer Development, New Hire Orientation, Screening Resumes, New Hire Orientations, Interview Preparation, Behavioral Interviewing, Strategic Sourcing, Onboarding, Sourcing, Employee Benefits, Recruiting, Coaching, Talent Acquisition, Applicant Tracking..., Training, Hiring, College Recruiting, Human Resources, Internet Recruiting, Employee Relations, Interviews, Temporary Placement, Resume Writing, Management, Talent Management, Technical Recruiting

Education
The Ohio State University - The Max M. Fisher College of Business   2004 — 2008
Business Administration, Human Resources

Catherine Guan Catherine Guan New York, New York Details
Catherine Guan's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan   June 2014 - Present
UBC Portfolio Management Foundation  April 2013 - April 2014
GMP Securities  May 2013 - August 2013
Merrill Lynch  May 2012 - August 2012

Skills
PowerPoint, Social Media, Time Management, Microsoft Office, French, Public Relations, Fundraising, Equity Research, Event Planning, Critical Thinking, Leadership, Team Leadership, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Financial Modeling, Blogging, Market Research, WordPress, Nonprofits, Financial Analysis, Sales, Mandarin, Editing, Teamwork, Public Speaking, Microsoft Word, Bloomberg, Quantitative Analytics, Social Networking, Data Analysis, Bloomberg Terminal, Capital IQ

Education
The University of British Columbia   2010 — 2014
Bachelor of Commerce (B.Com.), Finance, 3.98/4.00

Matthew Monaco Matthew Monaco Columbus, Ohio Area Details
Matthew Monaco's J.P. Morgan Experience March 2014 - July 2015
Job Associate Fund Controller at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management   July 2015 - Present
J.P. Morgan   March 2014 - July 2015
J.P. Morgan   September 2013 - March 2014
JPMorgan Chase  June 2012 - September 2013
PNC  September 2011 - June 2012
JPMorgan Chase  May 2010 - September 2011
H.H. Gregg   August 2006 - March 2010

Skills
Self Driven, Marketing Communications, Negotiation, Closing Skills, Retail Banking, Selling Skills, Self-driven, Sales, Banking, Training, Investments, Finance, Time Management, Marketing, Insurance, Wealth Management, Coaching, Series 63, Fixed Annuities, Series 6, Financial Advisory, Credit Cards, Leadership, Sales Presentations, Bonds, Customer Acquisition, Credit, Asset Management, Portfolio Management, Teamwork, Securities, Account Management, Retirement Planning, Options, Cross Selling, Series 24, Cash Management, Investment Management, Risk Management, IRAs, Series 65, Equities, Wealth Management..., Life Insurance, Financial Services, Series 7, Management, Public Speaking, Microsoft Office, Customer Service

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2013
Bachelor of Business Administration (BBA), Marketing

Meghan McAuley Meghan McAuley Columbus, Ohio Details
Meghan McAuley's J.P. Morgan Experience January 2013 - Present
Job at
Industry Financial Services
Experience
J.P. Morgan   January 2013 - Present
J.P. Morgan   August 2011 - January 2013
KeyBank  June 2010 - August 2011

Education
The Ohio State University - The Max M. Fisher College of Business   2007 — 2011
Bachelors of Science in Business Administration, Logistics Management

Ranjoy Choudhuri Ranjoy Choudhuri Columbus, Ohio Details
Ranjoy Choudhuri's J.P. Morgan Experience September 2013 - May 2015
Job Commercial Real Estate Credit Analyst
Industry Real Estate
Experience
Huntington National Bank  May 2015 - Present
J.P. Morgan   September 2013 - May 2015

Skills
Microsoft Office, Analysis, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Teamwork, Financial Modeling, Research, English, Finance, Microsoft SQL Server, Microsoft Access, SAP BusinessObjects, Statistical Data..., Risk Management, SQL, Access

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
BS, Finance

Heather Tatroff Heather Tatroff San Francisco Bay Area Details
Heather Tatroff's J.P. Morgan Experience August 2013 - April 2014
Job Chief of Staff at Chegg Inc.
Industry Internet
Experience
Chegg Inc.  May 2015 - Present
Chegg Inc.  May 2014 - May 2015
J.P. Morgan   August 2013 - April 2014
J.P. Morgan   July 2011 - April 2014
J.P. Morgan   2010 - 2010
CIBC World Markets  February 2007 - July 2009
Standard & Poor's   2006 - 2007
Ken Fowler Enterprises   2005 - 2006

Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Competitive Analysis, Investment Banking, Private Equity, Running, LBO, Venture Capital, Equity Research, Capital Markets, Investments, Strategy, Corporate Development, Strategic Partnerships, Mergers & Acquisitions

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA, Finance

Brock University   2002 — 2006
HBA, Business

Thomas Dann Thomas Dann Columbus, Ohio Area Details
Thomas Dann's J.P. Morgan Experience November 2014 - Present
Job Vice President, Business Manager for the Closely Held Asset Management Practice at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   November 2014 - Present
J.P. Morgan   December 2013 - November 2014
J.P. Morgan   July 2012 - December 2013
Columbus Hospitality Management  May 2011 - July 2012
Columbus Hospitality Management  May 2009 - May 2011
Columbus Hospitality Management  January 2007 - May 2009
Columbus Hospitality Management  November 2004 - December 2006
First Choice Medical Staffing   November 2001 - November 2004
BG Management Services   August 1997 - September 2001

Skills
Strategic Planning, Budgeting, Marketing Strategy, Contract Negotiation, Customer Relations, Customer Service, Negotiation, New Business Development, Social Media Marketing, Contract Negotiations, Online Marketing, Business Planning, Account Management, Social Media, Change Management, Competitive Analysis, Marketing Communications, Operations Management, Purchasing, Social Networking, Asset Management, Project Management, Project Planning, Key Account Management, Executive Management, Technology Management, Technology Needs..., Client Aquisition, Acquisition Integration, Business Acquisition, Business Strategy, Pro Forma Development, Business Process..., Branding & Identity, Interactive Marketing, Cross Functional Team..., Entrepreneurship, Budgets, Hospitality, Marketing, Sales, Management, Customer Satisfaction, Team Building, Sales Management, Strategy, Forecasting, Program Management, Business Process..., Salesforce.com

Education
The Ohio State University - The Max M. Fisher College of Business
BSBA

The Ohio State University Fisher College of Business
Bachelor of Science (BS)

Molly Silvernail Molly Silvernail Houston, Texas Area Details
Molly Silvernail's J.P. Morgan Experience June 2012 - August 2012
Job Financial Analyst at Shell
Industry Oil & Energy
Experience
Shell  August 2014 - Present
Merrill Lynch  November 2012 - November 2013
J.P. Morgan   June 2012 - August 2012
American Youth Soccer Organization Region 57   March 2009 - March 2010

Skills
Leadership, Project Management, PowerPoint, Microsoft Excel, Finance, Financial Analysis, Microsoft Word, Microsoft Office, Non-profits, Nonprofits, Oil & Gas Exploration, Bloomberg Terminal, Commodity Pricing, iLife, Investments, Financial Modeling, Accounting, Marketing, Public Speaking, Market Research, Fundraising, Event Planning, Strategic Planning

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2014
Bachelor's Degree, Finance Major, Investments Specialization

Corona del Mar High School   2006 — 2010
Diploma

Reuben Johnson Reuben Johnson San Francisco, California Details
Reuben Johnson's J.P. Morgan Experience June 2012 - September 2013
Job Project Finance Analyst at First Solar
Industry Renewables & Environment
Experience
First Solar  October 2014 - Present
Merit Capital Advisors   September 2013 - October 2014
J.P. Morgan   June 2012 - September 2013
J.P. Morgan   January 2012 - June 2012
Usdan University Center   November 2009 - December 2010
Marathon Partners L.P.   June 2010 - August 2010
CBS Television Distribution  December 2008 - January 2009

Skills
Microsoft Excel, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Spanish, Microsoft Word, Leadership, Corporate Finance, Energy Industry, Project Finance, Financial Modeling, Data Analysis, Valuation, Renewable Energy, Power Generation, Cleantech

Education
Wesleyan University   2007 — 2011
B.A., Economics, Environmental Studies certificate

Tuck School of Business at Dartmouth   2011 — 2011
Summer Business Bridge Program

UCLA   2009 — 2009
Summer Business Program

The Hotchkiss School   2004 — 2007
H.S.

Palm Beach Day School

Michael McQuiston Michael McQuiston Greater New York City Area Details
Michael McQuiston's J.P. Morgan Experience June 2015 - August 2015
Job Student at Trinity College
Industry Financial Services
Experience
J.P. Morgan   June 2015 - August 2015
Emmet, Marvin & Martin, LLP   July 2013 - August 2013
Trinity College - Hartford  May 2013 - July 2013

Skills
English, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Financial Analysis, Data Analysis, Statistics, Windows, Time Management, Analysis, Public Speaking, Accounting

Education
Trinity College-Hartford   2012 — 2016
Bachelor of Arts (B.A.), Double Major in Economics and Biology

Brunswick School   2008 — 2012
High School Diploma

Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Bridge Program

Craig Gauden Craig Gauden Cincinnati, Ohio Details
Craig Gauden's J.P. Morgan Experience June 2011 - August 2011
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting LLP  July 2012 - Present
J.P. Morgan   June 2011 - August 2011

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
Bachelor of Science in Business Administration, Accounting and Operations Management

Beth Mortimer Beth Mortimer Galena, Ohio Details
Beth Mortimer's J.P. Morgan Experience
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan  

Skills
Banking, Risk Management, Management, Leadership, Business Analysis, Finance

Education
The Ohio State University Fisher College of Business   1988 — 1992
Bachelor's Degree

Matt Woodruff, CFA Matt Woodruff, CFA Greater Chicago Area Details
Matt Woodruff, CFA's J.P. Morgan Experience 1998 - 2000
Job VP at PPM America
Industry Investment Management
Experience
PPM America  September 2006 - Present
Discover Financial Services  August 2005 - September 2006
Arthur Andersen  August 2000 - July 2002
J.P. Morgan   1998 - 2000

Skills
Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Equities, High Yield, High Grade, Equity Valuation, Mergers & Acquisitions, Financial Analysis, Chartered Financial..., Valuation, Leveraged Finance, Credit Analysis, Due Diligence, Financial Modeling, Private Equity, Corporate Finance, Strategy, Asset Management, Investments, Credit, Finance

Education
The University of Chicago - Booth School of Business   2003 — 2005
MBA

University of Illinois at Urbana-Champaign - College of Business   1994 — 1998
B.S., Finance

Francisco Vazquez-Grande Francisco Vazquez-Grande Washington, District Of Columbia Details
Francisco Vazquez-Grande's J.P. Morgan Experience September 2008 - June 2009
Job Financial Economist at Federal Reserve Board
Industry Capital Markets
Experience
Federal Reserve Board  July 2010 - Present
University of Chicago  2005 - 2010
J.P. Morgan   September 2008 - June 2009
J.P. Morgan   June 2008 - September 2008
UBS O'Connor  2008 - 2008
The World Bank  2007 - 2007

Skills
R, Fixed Income, Econometrics, Quantitative Analytics, Macroeconomics, Statistics, Quantitative Finance, Financial Modeling, Data Analysis, Matlab, Time Series Analysis, Statistical Modeling, Derivatives, Portfolio Management, Econometric Modeling, Teaching

Education
The University of Chicago - Booth School of Business   2005 — 2010
PhD & MBA, Finance and Econometrics

Ana Karina Corzo Ana Karina Corzo Greater New York City Area Details
Ana Karina Corzo's J.P. Morgan Experience June 2008 - August 2008
Job Business Development Manager at Gerson Lehrman Group (GLG)
Industry Information Services
Experience
Gerson Lehrman Group (GLG)   July 2014 - Present
Gerson Lehrman Group  June 2010 - July 2014
Kaplan  July 2009 - June 2010
J.P. Morgan   June 2008 - August 2008
Caribbean-Central American Action  2004 - 2007
Deutsche Bank  2003 - 2004
Deutsche Bank  2001 - 2003

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2007 — 2009
MBA, Business Administration

University of Pennsylvania - The Wharton School   1997 — 2001
Bachelor of Science in Economics (B.S.), Finance

Gurb Thind Gurb Thind Greater New York City Area Details
Gurb Thind's J.P. Morgan Experience April 2014 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2014 - Present
Citi  September 2005 - April 2014
Booz & Company  June 1998 - August 2005
Smith Barney  June 1996 - July 1997
Prudential Securities  July 1994 - June 1996

Education
The Tuck School of Business at Dartmouth   1997 — 1999
MBA

Yale University   1990 — 1994
BA, Economics

Cynthia Lee Lindsey Cynthia Lee Lindsey Columbus, Ohio Area Details
Cynthia Lee Lindsey's J.P. Morgan Experience December 2006 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   December 2006 - Present
BISYS Fund Services  January 1993 - February 2006
The Winsbury Company   June 1987 - January 1993

Skills
Management, Leadership, Securities, Accounting, Relationship Management, Account Reconciliation, Employee Benefits, Asset Allocation, Mutual Funds, Financial Services, Investments

Education
The Ohio State University - The Max M. Fisher College of Business   1975 — 1981
Bachelor of Science (B.S.), Accounting and Finance

Anthony Pesavento Anthony Pesavento Chicago, Illinois Details
Anthony Pesavento's J.P. Morgan Experience 1987 - 1990
Job Managing Partner at Titan Equity Partners
Industry Venture Capital & Private Equity
Experience
Titan Equity Partners   2004 - Present
LaSalle Capital Group  1992 - 2003
Carl Street Partners   1990 - 1992
J.P. Morgan   1987 - 1990
GE  1983 - 1985

Skills
Private Equity, LBO, Due Diligence, Investment Banking, Mergers & Acquisitions

Education
The University of Chicago - Booth School of Business   1985 — 1987
MBA, Finance and International Business

University of Illinois at Urbana-Champaign   1979 — 1983
BS, Accounting and Finance

David Stawik David Stawik Greater Chicago Area Details
David Stawik's J.P. Morgan Experience August 1995 - July 2008
Job Executive Director at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P.Morgan Asset Management   July 2008 - December 2013
J.P. Morgan   August 1995 - July 2008
First Chicago Corporation  1990 - 1993

Skills
Portfolio Management, Corporate Finance, Investment Banking, Mutual Funds, Loans, Insurance, Alternative Investments, Hedge Funds, Fixed Income, Series 7, Asset Management, Equities

Education
The University of Chicago - Booth School of Business   1993 — 1995
MBA

University of Illinois at Urbana-Champaign   1986 — 1990
BA, Economics

Justin Campbell Justin Campbell Chicago, Illinois Details
Justin Campbell's J.P. Morgan Experience August 2014 - Present
Job Vice President Energy Investment Banking
Industry Investment Banking
Experience
J.P. Morgan   August 2014 - Present
J.P. Morgan   February 2013 - July 2014
J.P. Morgan   June 2009 - January 2013
J.P. Morgan   October 2004 - July 2007
Maytag International  October 2003 - September 2004
U.S. Department of State   August 2002 - May 2003

Education
The University of Chicago Booth School of Business   2007 — 2009
MBA

University of Notre Dame   1997 — 2002
BBA

University of Notre Dame   1997 — 2002
BA

David Rudow David Rudow Greater Minneapolis-St. Paul Area Details
David Rudow's J.P. Morgan Experience 2001 - 2002
Job Sr. Equity Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Asset Management  2007 - Present
Piper Jaffray  2002 - 2006
J.P. Morgan   2001 - 2002
Hambrecht & Quist  2000 - 2002
Mesirow Financial  1996 - 2000
KPMG  1996 - 1996
Coopers & Lybrand  1994 - 1996
US Air Force  1989 - 1990

Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance

Education
The University of Chicago Booth School of Business   1997 — 1999
MBA, Finance and Accounting

University of Illinois at Chicago   1990 — 1993
BSBA, Accounting

Amee Raval Jalpota Amee Raval Jalpota Columbus, Ohio Area Details
Amee Raval Jalpota's J.P. Morgan Experience July 2013 - Present
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
JPMorgan Chase  July 2010 - September 2013
JPMorgan Chase  May 2009 - August 2010
JPMorgan Chase  March 2006 - April 2009
Bank One  October 2001 - March 2004

Skills
Wealth Management, Asset Management, Strategic Planning, Forecasting, Financial Planning, Strategy Development, Strategic Financial..., Strategy

Education
The Ohio State University - The Max M. Fisher College of Business   1996 — 2001
Bachlor of Science in Business Adminstration, Finance and Risk Management

Diego Mas Diego Mas Greater New York City Area Details
Diego Mas's J.P. Morgan Experience September 2010 - Present
Job Investor at JP Morgan
Industry Investment Management
Experience
JP Morgan  September 2010 - Present
J.P. Morgan   June 2009 - August 2009
Tecpetrol  March 2002 - August 2008

Education
The Tuck School of Business at Dartmouth   2008 — 2010
MBA

Universidad Torcuato Di Tella   1998 — 2001
Bachelor in Business Economics

Pilgrims College   1993 — 1997

Jeffrey Yingling Jeffrey Yingling Greater Chicago Area Details
Jeffrey Yingling's J.P. Morgan Experience September 2006 - Present
Job Managing Director Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2006 - Present
Morgan Stanley  April 1990 - September 2006
Credit Suisse First Boston  September 1984 - December 1989

Education
The University of Chicago Booth School of Business   1982 — 1984
MBA, Finance

University of Notre Dame   1978 — 1982
BBA, Finance

Albert Wong, CFA Albert Wong, CFA New York, New York Details
Albert Wong, CFA's J.P. Morgan Experience March 2015 - Present
Job Associate, Mergers and Acquisitions
Industry Investment Banking
Experience
J.P. Morgan   March 2015 - Present
Bank of America Merrill Lynch  July 2013 - March 2015
Barclays Bank  June 2012 - August 2012
Westpac Institutional Bank  February 2007 - July 2011

Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Institutions, Private Equity, Equities, Finance

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

University of New South Wales   2004 — 2007
BCom, Finance, Japanese Studies

Janet Negron Janet Negron Norwalk, Connecticut Details
Janet Negron's J.P. Morgan Experience January 1998 - June 2000
Job Administrative Assistant at Town of Westport, CT
Industry Human Resources
Experience
Town of Westport, CT  May 2011 - Present
Citi  June 2000 - March 2006
J.P. Morgan   January 1998 - June 2000

Education
The Sage Colleges - Russell Sage College   1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General

Michael Garvey, CFA Michael Garvey, CFA New York, New York Details
Michael Garvey, CFA's J.P. Morgan Experience September 2010 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   September 2010 - Present
Fannie Mae Corporation  August 2006 - June 2008
Fannie Mae Corporation  June 2005 - August 2006
Fannie Mae Corporation  June 2003 - June 2005

Skills
Valuation, Securities, Financial Risk, Loans, Negotiation, Financial Modeling, Portfolio Management, Capital Markets, Structured Finance, Asset Managment, Derivatives, Fixed Income, Securitization, Financial Analysis, Due Diligence, Bloomberg, MBS, Corporate Finance, Risk Management, Finance, Equities

Education
The Tuck School of Business at Dartmouth   2008 — 2010
MBA, General Management

Villanova University   1999 — 2003
Bachelor of Arts, Cum Laude

Noam Gilead Noam Gilead United States Details
Noam Gilead's J.P. Morgan Experience June 2012 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   June 2012 - Present
UBC Portfolio Management Foundation (PMF)   February 2010 - April 2012
RBC Global Asset Management - Phillips, Hager & North   May 2011 - August 2011
Ontario Teachers' Pension Plan  May 2010 - September 2010
Relaxus Products Ltd.   November 2007 - June 2010
First National Investment Banking Conference (UBC)   August 2009 - February 2010
Relaxus Products Ltd.   December 2007 - December 2008
IDF (Israeli Defense Forces)   March 2003 - March 2004

Skills
Equities, Portfolio Management, Bonds, Investments, Management, Financial Modeling, Equity Research, Fixed Income, Investment Banking, Valuation, Financial Analysis, Capital Markets, CRM, Finance, Bloomberg, Mutual Funds, Corporate Finance

Education
The University of British Columbia   2008 — 2012
Bachelor of Commerce (B.Com.), Finance

Jennifer Vlasiu Jennifer Vlasiu Toronto, Canada Area Details
Jennifer Vlasiu's J.P. Morgan Experience June 2010 - August 2010
Job Brand Finance Strategy & Planning @ PepsiCo | TriSector Professional
Industry Consumer Goods
Experience
PepsiCo  January 2013 - September 2014
Sauder School of Business at UBC  September 2011 - July 2012
Sauder School of Business at UBC  August 2011 - July 2012
Mobichill Cooling Technology   2011 - 2012
J.P. Morgan   June 2010 - August 2010
U.S. Department of Commerce   May 2009 - August 2009
PricewaterhouseCoopers  June 2008 - July 2008

Education
Yale University - Yale School of Management

The University of British Columbia   2008 — 2012
Bachelors of Commerce (Hons)

American International School of Cape Town (AISCT)
High School

Lisa Lidke Lisa Lidke Columbus, Ohio Area Details
Lisa Lidke's J.P. Morgan Experience April 2002 - August 2008
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network  August 2008 - Present
J.P. Morgan   April 2002 - August 2008

Skills
Financial Advisory, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Strategic Planning

Education
The Ohio State University Fisher College of Business   1996 — 2000
BSBA, Finance

Bellamy Schmidt Bellamy Schmidt Holyoke, Massachusetts Details
Bellamy Schmidt's J.P. Morgan Experience 1994 - 2000
Job Retired Financial Services Professional
Industry Financial Services
Experience
Goldman Sachs  2000 - 2008
J.P. Morgan   1994 - 2000
GE  1970 - 1994

Education
The Tuck School of Business at Dartmouth
MBA

Andrew Brannan Andrew Brannan Boston, Massachusetts Details
Andrew Brannan's J.P. Morgan Experience June 2014 - August 2014
Job Associate at ArcLight Capital Partners, LLC
Industry Financial Services
Experience
ArcLight Capital Partners, LLC   August 2015 - Present
J.P. Morgan   June 2014 - August 2014
The NorthBridge Group  September 2009 - July 2013

Education
The University of Chicago Booth School of Business   2013 — 2015
Master of Business Administration (MBA)

Yale University   2005 — 2009
B.S., Chemical Engineering

David Boone, CFA David Boone, CFA Columbus, Ohio Details
David Boone, CFA's J.P. Morgan Experience November 2009 - Present
Job Fixed Income Analyst
Industry Investment Management
Experience
JPMorgan Chase & Co.   April 2015 - Present
J.P. Morgan   November 2009 - Present
JPMORGANCHASE  January 2008 - September 2009
Ameriprise Financial Services, Inc.   July 2005 - February 2008

Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Alternative Investments, Derivatives, Financial Modeling, Mutual Funds, Financial Markets, Investment Strategies, Bloomberg, Finance, Financial Risk, Financial Advisory, Strategy, Analysis, FX Options, Trading

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2013
Master of Business Administration (MBA), Finance and Strategy

Ohio University   2001 — 2005
Bachelor of Business Administration, Finance and Economics

CFA Institute
CFA Charterholder

Pavan Velidandla Pavan Velidandla Greater Pittsburgh Area Details
Pavan Velidandla's J.P. Morgan Experience July 2013 - Present
Job Associate at J P M Chase
Industry Computer Software
Experience
J.P. Morgan   July 2013 - Present
SDLC Partners, L.P.   August 2011 - June 2013
The University of Akron  August 2010 - May 2011

Skills
Hadoop, Apache Pig, MongoDB, JavaScript, Struts, Java, Servlets, Java Enterprise Edition, CSS, jQuery, J2EE, Struts2, Spring, JSF, IceFaces, Oracle SQL, Web 2.0 Development, Dojo, RESTful WebServices, Wink, JSP, Eclipse, Spring Framework, Programming, JUnit

Education
The University of Akron   2009 — 2011
Master's, Computer Science

Sreenidhi   2005 — 2009
Bachelor's degree, Computer Science

Nicole Daniele Nicole Daniele Hanover, New Hampshire Details
Nicole Daniele's J.P. Morgan Experience August 2012 - June 2014
Job MBA Candidate at Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Huber Engineered Woods  June 2015 - August 2015
J.P. Morgan   August 2012 - June 2014
J.P. Morgan   April 2010 - August 2012
SEI Investments  July 2009 - March 2010
Giorgio Armani  June 2008 - August 2008

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2016
Master of Business Administration (MBA)

University of Pennsylvania   2005 — 2009
B.A. with Distinction, Cum Laude, International Relations

UCL   2007 — 2007
Study Abroad, History

The Pingry School   1998 — 2005

Adam Myhal Adam Myhal Columbus, Ohio Area Details
Adam Myhal's J.P. Morgan Experience November 2014 - Present
Job Vice President Project Manager at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   November 2014 - Present
J.P. Morgan   October 2013 - November 2014
J.P. Morgan   May 2009 - October 2013
Citi  August 2006 - May 2009

Skills
Financial Analysis, Financial Modeling, Fixed Income, Corporate Finance, Portfolio Management, Investments, Valuation, Equities, Asset Management, Capital Markets, Finance, Credit, Banking, Financial Markets, Loans, Analysis, Financial Services

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2011
M.B.A., Finance

Youngstown State University   1999 — 2003
B.S., Business Administration

Harvard Winters Harvard Winters Greater New York City Area Details
Harvard Winters's J.P. Morgan Experience 1996 - 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Winters Report   2008 - Present
HomeMVP Corp   2008 - 2008
Oppenheimer and Co., Inc.   2006 - 2007
Nomura Securities International Inc.  2005 - 2006
FTN Financial  2002 - 2004
J.P. Morgan   1996 - 2001
Merrill Lynch  1993 - 1996
Furman Selz  1989 - 1991
Morgan Stanley  1987 - 1989

Education
The University of Chicago - Booth School of Business   1991 — 1993
Master of Business Administration (MBA)

SUNY Albany   1984 — 1987
Bachelor of Science (BS), Economics

Archbishop Molloy High School

Archbishop Molloy High School

Sameer Kishore Sameer Kishore New York, New York Details
Sameer Kishore's J.P. Morgan Experience June 2013 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   June 2013 - Present
J.P. Morgan   July 2010 - May 2013
J.P. Morgan   June 2006 - July 2010

Education
The Ohio State University Fisher College of Business   2001 — 2005
BSBA, Finance

Blase Monahan Blase Monahan Notre Dame, Indiana Details
Blase Monahan's J.P. Morgan Experience July 2012 - August 2014
Job MBA Candidate at The University of Notre Dame Mendoza College of Business
Industry Investment Banking
Experience
The University of Notre Dame Mendoza College of Business  August 2014 - Present
NAI Ohio Equities  June 2015 - August 2015
J.P. Morgan   July 2012 - August 2014
Lawrence, Evans & CO., LLC   February 2012 - May 2012

Skills
Mergers & Acquisitions, Investment Banking, Valuation, LBO, Leveraged Finance, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, Derivatives, Healthcare Banking, Asset Management

Education
University of Notre Dame - Mendoza College of Business   2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance and Investments

The Ohio State University - The Max M. Fisher College of Business   2006 — 2011
BSBA, Finance

Kalah Leone Smith, MLHR Kalah Leone Smith, MLHR Columbus, Ohio Area Details
Kalah Leone Smith, MLHR's J.P. Morgan Experience October 1995 - October 1996
Job HR Generalist at The Ohio State University
Industry Higher Education
Experience
The Ohio State University  June 2013 - Present
The Ohio State University Wexner Medical Center  November 2010 - June 2013
The Ohio State University  March 2010 - December 2012
The Ohio State University Wexner Medical Center  March 2007 - November 2010
The Ohio State University Wexner Medical Center  August 2005 - March 2007
The Ohio State University Wexner Medical Center  April 2005 - August 2005
Cox Radio - WHQT Hot 105 FM   June 2004 - March 2005
Southfield Public Schools  August 2002 - February 2004
Entech Personnel Services  November 1996 - August 2002
J.P. Morgan   October 1995 - October 1996

Skills
Organizational..., Customer Service, Strategic Staffing, Training and Development, Medical Compliance, Pre-employment Testing, Employee Relations, FMLA, Personalized..., New Employee Orientation, Talent Aquisition, Employee Recognition..., Performance Management, PeopleSoft, New Hire Orientations, Leadership, Applicant Tracking...

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2012
Master of Labor and Human Resources, Human Resources

Wayne State University   1999 — 2003
Bachelor of Arts, Media Arts & Studies

Edward McCartin Edward McCartin Chicago, Illinois Details
Edward McCartin's J.P. Morgan Experience May 1987 - February 1998
Job Independent trader
Industry Financial Services
Experience
Robertson Stephens  February 1998 - February 2001
J.P. Morgan   May 1987 - February 1998

Skills
Financial Management, Trading, Equity Derivatives

Education
University of Chicago Graduate School of Business   1984 — 1986
MBA, Finance and Accounting

University of Notre Dame   1967 — 1971
Bachelor of Arts, Political Theory

Lisa Cochran, CFP® Lisa Cochran, CFP® Columbus, Ohio Area Details
Lisa Cochran, CFP®'s J.P. Morgan Experience December 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan   December 2013 - Present
Deloitte  September 2011 - December 2013
Ohio Police and Fire Pension Fund  November 2010 - September 2011
Hawthorn, PNC Family Wealth  September 2007 - November 2010
Sterling, A National City Company   June 2001 - August 2007

Education
The University of Akron   1997 — 2001

Carol Burgett Carol Burgett Westerville, Ohio Details
Carol Burgett's J.P. Morgan Experience 2005 - 2011
Job Account Coordinator at Midland Facility Services
Industry Information Technology and Services
Experience
Midland Facility Services   2015 - Present
Temporary positions  2013 - 2015
OPERS  2012 - 2013
State of Ohio  2011 - 2012
J.P. Morgan   2005 - 2011
Self employed  2003 - 2005
Sterling Commerce an AT&T company  2002 - 2003
OCLC  1979 - 2002

Skills
Data Center Operations, Computer Operations, Production Control, Disaster Recovery, Call Centers, Banking, High speed print..., Procedure Development, ISO 9001, State Government, IT Operations, Data Center, Troubleshooting, Management, Vendor Management

Education
The Ohio State University Fisher College of Business   2001 — 2001
Master of Business Administration (M.B.A.)

Steve Tankovich Steve Tankovich Columbus, Ohio Details
Steve Tankovich's J.P. Morgan Experience April 1996 - December 2013
Job MAcc (Master of Accounting) candidate at The Ohio State University
Industry Accounting
Experience
Gap Inc.  July 2014 - July 2015
J.P. Morgan   April 1996 - December 2013
Bank One  November 1995 - March 1996
Bank One  August 1994 - October 1995
Travelers  June 1993 - August 1993

Education
The Ohio State University Fisher College of Business   2015 — 2016
Master's degree

Cannon Financial Institute   1996 — 1999

University of Notre Dame   1990 — 1994
Bachelor of Science (BS)

Saint Charles Preparatory   1986 — 1990

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