J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Goldman Sachs 2000 - 2008
J.P. Morgan 1994 - 2000
GE 1970 - 1994
Education
The Tuck School of Business at Dartmouth
MBA
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
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
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
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
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
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
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
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
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
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
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
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.)
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