J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
J.P. Morgan September 2012 - Present
Bankers' Bank of the West February 2010 - February 2012
Skills
Account Management, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Key Account Management, Financial Audits, Finance
Education
The University of Tokyo 2004 — 2008
Bachelor's degree, Accounting and Business/Management
Infosys March 2015 - Present
J.P. Morgan January 2011 - February 2012
Accenture August 2008 - January 2011
Skills
Business Analysis, SAS Programming, Data Analysis, Web Analytics, Tableau, SQL, Google Analytics, Google Adwords, Crystal Reports, Performance Testing, Performance Center, Crystal Xcelsius, SiteScope, LoadRunner, Quality Center, Load Testing, QTP, Performance Engineering, .NET, Test Planning, Regression Testing, Web Services, VBA, VBScript, Web Intelligence, SAP, BEx Analyzer, BEx Reporting, Query Analyzer, Excel macros, HP QTP, Testing, Databases, Requirements Analysis, Microsoft Excel, HTML Scripting, SDLC, Quality Assurance, Agile Project Management, Agile Testing, Agile & Waterfall..., Microsoft Project, Software Project..., Requirements Gathering, HP Quality Center, KPI Dashboards, Selenium WebDriver, Test Automation, Java, Selenium Testing
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (MS), Information Technology & Management, A
Rajiv Gandhi Institute of Technology 2005 — 2008
BE, Electroninc and Telecommunication
Trafinity August 2015 - Present
J.P. Morgan June 2015 - Present
Vidyalaya May 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Customer Service, Microsoft Word, C++, SAP, Public Speaking, Leadership, Java, Singer, Classical Dancer, Analysis
Education
The University of Texas at Dallas 2013 — 2017
Bachelor of Science (BS), Finance and Management Information Systems
J.P. Morgan June 2015 - August 2015
Chesapeake Energy November 2014 - April 2015
Axiom Markets LLC June 2010 - July 2014
Axiom Markets LLC July 2012 - June 2014
Axiom Markets LLC June 2009 - May 2010
DNB Markets May 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Futures Trading, Market Making, Customer Service, Investments, Options, Commodity Markets, Managed Futures, Commodity, Trading Systems, Arbitrage, Capital Markets, Trading, Alternative Investments, Hedge Funds, Financial Risk, Financial Analysis, Microsoft Office, Account Management, Portfolio Management, CQG, Sales, Negotiation, Corporate Finance, Equity Trading, Trading Strategies, Series 7, Derivatives, Proprietary Trading, Equities, Valuation, Financial Markets, New Business Development, Risk Management, Options Strategies, Electronic Trading, Marketing, Finance, Wealth Management, Hedging, Bloomberg, Swaps, Securities, ETFs, Financial Modeling, Team Leadership, Series 63, Mutual Funds, Microsoft Word
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Energy Finance
Wheaton College 2005 — 2009
Business/Economics, Graduated with Honors
J.P. Morgan June 2015 - August 2015
The Center for American and International Law May 2014 - June 2014
Math/Accounting March 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, Macroeconomics, Financial Analysis, Stock Trading, Team Leadership, Finance, Social Networking
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (BSc), Finance
Dallas International School
DayNine Consulting, Inc. March 2013 - Present
Homeward Residential July 2010 - February 2013
J.P. Morgan April 2009 - July 2010
Chase Bank January 2006 - April 2009
Chase Bank May 2003 - December 2005
Skills
Financial Analysis, Account Reconciliation, Financial Reporting, Auditing, Accounting, Financial Accounting, Cash Flow, Sarbanes-Oxley Act, Bank Reconciliation, PeopleSoft, Accounts Payable, Forecasting, Finance, Process Improvement, Credit, Access, Workday, Banking, Leadership, General Ledger, SAP, Management, Analysis, Business Analysis
Education
The University of Texas at Dallas 2007 — 2009
MBA, Finance
The University of Texas at Dallas 2003 — 2005
BS, Finance
J.P. Morgan August 2013 - Present
First Cash Financial Services October 2010 - July 2011
Dollar General August 2010 - October 2010
Pizza Hut November 2007 - July 2010
Skills
Loans, Credit, Loan Origination, Loan Servicing, Banking, Financial Analysis, Finance, Cross Selling
Education
The University of Texas at San Antonio 2010 — 2013
Bachelor of Arts (B.A.), Psychology
University of California, Riverside 2008 — 2010
Bachelor of Arts (B.A.), Psychology
J.P. Morgan August 2014 - July 2015
Goldman Sachs May 2014 - August 2014
City of Royse January 2014 - April 2014
Skills
2010 Microsoft Word, 2010 Microsoft Excel, 2010 Microsoft Publisher, 2010 Microsoft..., 2010 Microsoft Access, 2010 Microsoft Outlook, Multivariate Calculus, Calculus I, Calculus II, Calculus III, Stochastic Process, Advanced Stochastic..., Corporate Finance, Managerial Finance, Managerial Economics, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Financial Planning, Financial Modeling, Account Reconciliation, Due Diligence, International Finance, Operational Due..., Probability Theory, Change Management, Business and Economic..., Game Theory, Public Speaking Expert, Banking Risks, Money & Banking, Monetary Economics
Education
Kinkaid High School 2008 — 2012
High School Diploma, *Valedictorian of Class of 2012, G.P.A-4.7/5.0
The University of Texas at Dallas 2014 — 2016
Bachelor of Science (B.Sc.), in Economics and Finance with a Specialization in Financial Economics and Managerial Economics, G.P.A-3.93
The University of Texas at Dallas
Master of Science (M.Sc.), in Economics with a Specialization in Financial Economics and Managerial Economics, G.P.A-4.0
University of Texas at Dallas - Naveen Jindal School of Management
Master of Science (M.Sc.), in Finance with a Specialization in Financial Analysis and Management, G.P.A-4.0
University of Texas at Dallas - Naveen Jindal School of Management
Master of Business Administration (M.B.A.), in Finance with a Specialization in Financial Analysis and Management, G.P.A-4.0
The University of Texas at Dallas
Doctor of Philosophy (Ph.D.), in Economics with a Specialization in Financial Economics and Managerial Economics, G.P.A-4.0
Almanac Realty Investors September 2015 - Present
J.P. Morgan March 2014 - August 2015
INTL FCStone Inc. August 2012 - March 2014
Westlake Securities January 2012 - May 2012
General Motors June 2011 - August 2011
Worldwide Flight Services June 2009 - January 2011
MoreThanColor, Web Design & Custom Programming 2003 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Real Estate, Finance, Equities, Microsoft Office, Private Equity, Investment Management, Capital IQ, Bloomberg Terminal, FactSet, VBA
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Corporate Finance, 3.81
Highland Park High School 2004 — 2008
Magna Cum Laude
J.P. Morgan March 2013 - Present
The Miner Corporation July 2012 - February 2013
USAA KForce August 2011 - July 2012
Accenture June 2010 - March 2011
Westin Hotels & Resorts February 2005 - May 2010
Skills
Analysis, Visual Basic, Customer Service, Windows Server, Training, Troubleshooting, Microsoft Office, Technical Support, Access, SQL, VMware, Business Analysis, VB.NET, Web Development, Crystal Reports 10.0, Knowledge Management..., CSS, JavaScript, PHP, Budgets, Windows, XML, Databases, SharePoint, Oracle Reports, VBA, Microsoft SQL Server, Management, Software Project..., SAP ERP, Blackberry Enterprise..., IT Operations, Windows 7, Information Technology, Outlook, Microsoft Excel, Data Analysis, Call Centers, Crystal Reports, Oracle, Team Building, Teamwork, Problem Management, Project Management, Tableau
Education
The University of Texas at San Antonio 2005 — 2011
Bachelor, Information Systems
The University of Texas at San Antonio 2005 — 2011
Bachelor of Business Administration (BBA), Management Information Systems, General
Vantage Bank Texas June 2014 - Present
Vantage Bank Texas August 2011 - July 2014
USAA February 2011 - August 2011
J.P. Morgan May 2002 - February 2011
Bank of America December 1999 - April 2002
Skills
Investments, Loans, Banking, Consumer Lending, Series 63, Management, Sales, Commercial Lending, Loan Origination, Mortgage Banking, Small Business, Relationship Management
Education
The University of Texas at El Paso
Macy's July 2015 - Present
Social Media Contractor April 2011 - Present
Macy's November 2012 - July 2015
MuggleNet April 2013 - December 2014
Kumbuya August 2013 - February 2014
J.P. Morgan September 2006 - September 2012
Skills
Social Media, Social Media Consulting, Marketing, Data Analysis, Business Strategy, Viral Marketing, Operations Management, Business Modeling, Executive Coaching, Web Analytics, Search Engine Technology, SEO, Content Management, Content Strategy, Web Content Management, Social Media Marketing, Social Media Strategist, Social Media Outreach, Social Media Integration, Social Media..., Virality, Social Networking, Strategic Planning, Facebook, Blogging, Management, Microsoft Office, Customer Service, Web Content, Editing
Education
University of the Incarnate Word 2012 — 2014
Business Administration and Management, General
The University of Texas at San Antonio 2002 — 2004
Goldman Sachs April 2015 - Present
J.P. Morgan March 2013 - March 2015
J.P. Morgan November 2010 - March 2013
Education
The University of Texas at Dallas 2010 — 2013
Bachelor's Degree, Economics
Independent Agent - Memorial Hermann Medicare Advantage Major Client RelationsCJN Offshore Solutions2013 - Present
J.P. Morgan March 2013 - March 2014
JPMorgan Chase May 2010 - March 2014
New Home Builders February 1997 - August 2008
Skills
Loans, Customer Service, Credit, Accounting, Risk Management, Banking, Financial Analysis, Finance, Insurance, Portfolio Management, Financial Services, Budgets, Asset Management, Strategic Financial..., Financial Planning, Relationship Management, Sales, Leadership, Negotiation, Project Management, Microsoft Word, Marketing, PowerPoint, Marketing Strategy, Project Planning, Contract Negotiation, Business Development, Outlook, Business Strategy, Team Building, Public Speaking, Sales Management, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Small Business
Education
The University of Texas at San Antonio 1991 — 1994
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at San Antonio
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
J.P. Morgan October 2011 - Present
Wingspan Financial Advisors/Bank of America March 2011 - October 2011
Federal Home Loan Bank, Dallas, Texas June 2009 - July 2010
Pioneer Services, LLC December 2007 - May 2008
First Horizon Home Loan Corporation April 2002 - December 2007
Skills
7 years of Mortgage..., Government-sponsored..., Strong verbal and..., Professional customer..., Close Attention to..., Root Cause Problem..., Analyze credit reports, Enjoy Working with..., Current working...
Education
Collin County Community College, Plano, Texas 2008 — 2010
Undergraduate - Office Systems Technology, Office Systems Technology, 3.7 GPA
University of North Texas, Denton, Texas 2003 — 2004
Certified Financial Planning, 3.9 GPA
The University of Wolverhampton 1994 — 1995
Bachelor of Laws (LLB), 3.5 GPA
Bloomberg New Energy Finance February 2015 - Present
Morgan Stanley December 2013 - February 2015
PwC October 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Skills
Risk Management, Commodity, Analysis, Financial Analysis, Microsoft Office, Business Analysis, Microsoft Excel, Financial Modeling, Data Analysis, PowerPoint, Leadership, Microsoft Word, Social Media, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA
Creekview High School
Northern Trust Corporation May 2014 - Present
J.P. Morgan July 2013 - May 2014
J.P. Morgan July 2011 - July 2013
J.P. Morgan July 2008 - July 2011
Skills
Private Banking, Financial Markets, Strategic Financial..., Loans, Mortgage Lending, Financial Modeling, Finance, Banking, Financial Services, Structured Finance, Financial Planning, Portfolio Management, Financial Analysis, Trading, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
J.P. Morgan April 2014 - Present
BBVA Compass October 2012 - April 2014
BBVA Compass April 2011 - September 2012
BBVA Compass July 2010 - April 2011
Skills
Financial Analysis, Social Networking, Mathematics, Excel, PowerPoint, Word, Microsoft Office, Credit, Commercial Banking, Banking, Credit Analysis, Outlook, Management, Portfolio Management, Leadership, Risk Management
Education
The University of Texas-Pan American 2008 — 2010
Master of Business Administration, Management
The University of Texas-Pan American 2004 — 2008
Bachelor of Business Administration, Finance
Phoenix Unlimited Martial Arts June 2012 - Present
Gadfly Consulting Group May 2010 - Present
Lone Star College January 2009 - May 2010
Wonderland Language Institute January 2008 - December 2008
J.P. Morgan January 2007 - December 2007
Tricon Energy October 2004 - December 2005
Grant Thornton 2004 - 2004
Avantus Securities/Riverstone Wealth Management June 2002 - December 2003
Skills
Entrepreneurship, Business Development, Financial Analysis, Corporate Finance, Budgets, Finance, Accounting, Risk Management, Marketing, Financial Modeling, Management Consulting, Financial Reporting, Teaching, Restructuring, Sales Management, Due Diligence, Social Media, Social Networking, Leadership, Public Speaking, Microsoft Office, Customer Service, Management, Sales, Strategic Planning, Social Media Marketing
Education
Lone Star College 2004 — 2006
AAsc, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2003
BBA, Corporate Finance
J.P. Morgan January 2014 - Present
JPMorgan Chase & Co. November 2009 - December 2014
UTD SOM Investment Corporation August 2012 - August 2013
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Credit Analysis, Banking, Bloomberg, Commercial Banking, Investment Banking, Security Analysis, Series 6, Series 63, Capital IQ, Bloomberg Terminal, DCF Valuation, Valuation, Consumer Lending, Finance, Microsoft Excel
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science (B.S.), Finance, General
J.P. Morgan July 2013 - Present
Wealth Management 2005 - 2013
Family Office 2003 - 2005
Russian Investment Bank 1998 - 2003
Deloitte 1993 - 1996
Skills
Investments, Retirement, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Asset Managment, Strategic Financial..., Private Banking, Asset Management, Financial Planning, Retirement Planning, Retirement Income..., Series 24, Series 55, Series 63, Series 65, Series 7
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1994
Bachelor of Business Administration, Accounting
J.P. Morgan June 2014 - Present
St. Andrew's Episcopal School February 2011 - May 2014
J.P. Morgan May 2013 - August 2013
The Next Step Realty September 2011 - May 2013
Blackridge June 2011 - August 2011
Office of George W. Bush June 2010 - August 2010
Skills
Microsoft Excel, Management, Market Research, PowerPoint, Coaching, Customer Service, Microsoft Word, Microsoft Office, Start-ups, Social Media, Facebook, Teaching, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Junior
St. Mark's School of Texas 2002 — 2010
KPMG US November 2014 - Present
EntryPoint Consulting June 2007 - October 2014
Avaya 2005 - 2007
Merrill Lynch 2005 - 2005
Valentino 2004 - 2005
J.P. Morgan 2001 - 2003
Avaya 1998 - 2001
Jones Cyber Solutions 1997 - 1998
CGI 1996 - 1997
Microsoft 1991 - 1994
Skills
SAP GTS, Global Trade, Global Trade Services, Export Controls, International Trade, Import Compliance, SAP, GTM, SPL, Export Control..., Process Design, Project Management, Italian, Global Trade Management, Customs Regulations, Import, Supply Chain Management, ERP, Logistics, Logistics Management, Export, International Logistics, Business Process, Cross-functional Team..., SAP ERP, Supply Chain..., Trade Compliance, Strategic Partnerships, SAP R/3, Materials Management, EDI, Business Process..., Consulting
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Corporate Finance
Metropolitan State University of Denver 1985 — 1988
BS, Computer Science
Bank of Texas March 2015 - Present
Citi June 2013 - October 2014
Citibank March 2005 - June 2013
J.P. Morgan August 1988 - March 2005
Fuji Bank March 1987 - August 1988
Skills
New Business Development, Mid corporate and..., Underwriting, Cash flow analysis, Credit Analysis, Relationship Management, Treasury Management, International Banking..., Group management, Private Banking, Banking, Credit, Commercial Banking, Finance, Group Development, Middle Market, Cash Flow, Asset Based Lending, Loans, Cash Management, Loan Origination, Commercial Lending, Portfolio Management, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business 1983 — 1985
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
BBA, Finance
J.P. Morgan April 2015 - Present
PCCP, LLC December 2009 - April 2015
Lehman Brothers January 1997 - January 2010
Obama for America 2008 - 2009
Goldman Sachs July 1995 - March 1996
Skills
Management, Real Estate, Investments, Due Diligence, Portfolio Management, Asset Management, Finance, Real Estate Transactions, Financial Analysis, Microsoft Excel, Private Equity, Financial Modeling, Time Management, Valuation, NYS Notary Public, Capital Markets, Commercial Real Estate, Corporate Finance, Disposition, Equities, Investment Properties, Loans, Real Estate Development, Real Estate Economics
Education
Touro College 1991 — 1992
J.P. Morgan 2001 - 2002
Skills
Outlook, Travel Arrangements, Access, Administrative..., Calendaring, Microsoft Office, Equities, Windows, Mac OS, Bloomberg Terminal, Microsoft Word, Microsoft Excel, PowerPoint, Screening, Research, Teamwork, Executive Calendar..., Expense Reports, Time Management, Customer Service, English, Administration, Spreadsheets, Office Administration, Calendars, Communication, Trading Floor, Portfolio Management, Management, Investments
Education
Touro College 2000 — 2004
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
St.George Academy 1990 — 1994
High School
NYLIFE Securities LLC February 2015 - Present
J.P. Morgan August 2013 - November 2014
JPMorgan Chase September 2012 - August 2013
Farmers Insurance May 2011 - August 2011
Abercrombie & Fitch November 2007 - January 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Sales, Management, Finance, Teamwork, Financial Analysis, Public Speaking, Research, Banking
Education
The University of Texas-Pan American 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Sharyland High School 2004 — 2008
Citi August 2014 - Present
Morgan Stanley July 2013 - April 2014
Citi December 2010 - July 2013
Citi 2007 - 2010
Citi 2004 - 2007
J.P. Morgan 2000 - 2004
Citi 1996 - 2000
Skills
Risk Management, Financial Risk, SDLC, Capital Markets, Operational Risk..., AML, Securities, Wealth Management, Program Management, Private Banking, Project Portfolio..., PMP, IT Strategy, Project Management, Business Process..., Business Process..., KYC, Financial Analysis, Relationship Management, Enterprise Risk..., Project Delivery, Business Process, Portfolio Management, Finance, Strategy, Analytics, Requirements Gathering, Internet Banking, Business Requirements, Due Diligence, Payments, Investments, Governance, Information Technology, Vendor Management, Software Project..., CRM, Quality Assurance, User Acceptance Testing, MS Project, Agile Methodologies, Analysis, Software Documentation, Waterfall, Testing, Project Planning, Management, Leadership, Resource Management, Microsoft Project
Education
Thunderbird School of Global Management
Master of Business Administration, MBA
Northrop University
Bachelor of Science (B.S.), Aerospace Engineering
EY 2014 - Present
2nd Watch 2013 - 2014
Accenture 2012 - 2013
Reynolds Consulting, LLC / Independent Consultant 2008 - 2012
J.P. Morgan 2004 - 2008
Lehman Brothers 1997 - 2003
Skills
Identity Management, SDLC, Business Analysis, IT Strategy, Risk Management, Program Management, Vendor Management, Requirements Analysis, Software Project..., SOA, Information Security, Project Management, Outsourcing, Governance, Change Management, Process Improvement, Business Intelligence, Business Process, Information Security..., Cloud Computing, Integration, Enterprise Architecture, Solution Architecture, Agile Methodologies, Strategy, CRM, Security, IT Management, Consulting, Oracle, Active Directory, PMO, Information Technology, Business Process..., Management, SaaS, Enterprise Software
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA, Economics and International Relations
LMI November 2014 - Present
J.P. Morgan June 2012 - November 2014
Tesoro August 2013 - December 2013
Skills
•Knowledge of business..., •Knowledge of linux OS, SAP, Access, Analysis, Customer Service, IT Audit, Microsoft Office, Project Planning, Troubleshooting
Education
The University of Texas at San Antonio 2010 — 2013
Bachelor of Business Administration (B.B.A.), Information Systems Graduate
University of the Incarnate Word 2008 — 2010
Bachelor of Business Administration (B.B.A.), Information Systems
J.P. Morgan August 2012 - Present
The University of Texas at Austin September 2012 - October 2014
Wells Fargo Wealth Management September 2011 - August 2012
Wells Fargo June 2007 - September 2011
Texas Longhorns Football Team January 2006 - January 2009
Wells Fargo Investments May 2008 - August 2008
Skills
Tactical Asset..., Portfolio Management, Financial Advisory, Banking, Equity Valuation, Equities, Equity Research, ETFs, High Net Worth..., Risk Management, Investments, Investment Strategies, Alternative Investments, Portfolio Optimization, Series 7, Series 63, Management, Fixed Income, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
Passed Level I of the CFA Program
J.P. Morgan January 2010 - Present
J.P. Morgan May 2007 - December 2009
Skills
Risk Management, Business Analysis
Education
The University of Texas at Dallas
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
J.P. Morgan July 2014 - Present
The University of Texas at Austin August 2010 - May 2014
J.P. Morgan 2012 - 2012
Key Health June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Bloomberg
Education
McCombs School of Business
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment Management
self July 2012 - Present
J.P. Morgan June 2002 - Present
Disability Advocate 2008 - 2012
JPMorgan Chase 2002 - 2012
Skills
Non-profits, Social Media, Social Services, Teaching, Crisis Intervention, Team Building, Event Management, Budgets, Counseling Psychology, Program Management, Change Management, Team Leadership, Organizational..., Child Development, Public Speaking, Child Advocacy, Customer Service, Customer Advocacy
Education
The University of Texas at San Antonio 2011 — 2014
University of Phoenix 2007 — 2010
Bachelor of Science (BS), Non-Profit/Public/Organizational Management, 3.59
Capital Analytics August 2015 - Present
J.P. Morgan January 2014 - August 2015
Capital Analytics June 2010 - January 2014
City of Garland February 2010 - April 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, US GAAP, Financial Statements, Microsoft Excel, General Ledger, GAAP, Internal Controls, Fund Accounting, CPA, Fund Of Funds, Alternative Investments, Accruals, Financial Audits, Private Equity, Preparation, Accounts Payable, Accounts Receivable, Consolidation, Financial Statement..., Year-end Close, Bank Reconciliation, Account Reconciliation, Cash Flow, Revenue Recognition, Cash Management
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Dallas - School of Management 2009 — 2010
MS, Accounting & Information Management
The University of Texas at Dallas 2007 — 2009
Bachelor of Science, Accounting & Information Management, Finance
The Retail Connection May 2013 - Present
McCombs School of Business September 2009 - May 2013
J.P. Morgan May 2012 - August 2012
Stifel Financial Corp. May 2011 - August 2011
Endeavor Real Estate Group January 2011 - June 2011
Skills
Commercial Real Estate, Real Estate, Landlord Representation, Tenant Representation, Retail, Real Estate Development, Leases, Location Intelligence, Investments, Valuation, Financial Modeling, Finance, Capital IQ, Financial Analysis, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
John Burroughs School 2003 — 2009
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - Present
St. Jude Medical December 2012 - January 2013
St. Jude Medical June 2012 - August 2012
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science (BS), Electrical and Electronics Engineering
Infusion December 2014 - Present
Credit Suisse December 2014 - Present
J.P. Morgan June 2011 - June 2014
BGC Partners May 2007 - June 2011
RBS Greenwich Capital September 2000 - May 2007
DoubleClick 2000 - 2000
AT&T 1999 - 2000
WebSci technologies 1999 - 2000
Elecard Ltd 1994 - 1995
Skills
Core Java, Linux, C++, High Throughput, Low Latency, Agile Application..., Continuous Integration, Oracle Exadata, Sybase, Trade Settlement, Perl, Java EE, Groovy, MarkLogic, Order Entry and..., Fixed Income, Spring Framework, Test Driven Development, Domain Driven Design, Spring Integration, Maven, RAD, Rapid Application..., Scrum
Education
Tomsk State University
Master, Physics
Seaside Financial August 2015 - Present
HK FInancial March 2012 - July 2015
veld advisors November 2009 - March 2012
UBS February 2004 - July 2009
J.P. Morgan October 2001 - February 2004
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Wealth Management, Retirement, Insurance, Small Business, Valuation, Uniform Combined State..., Equity Research, Management, Asset Management, Finance, Financial Planners, Financial Services, Securities, Analysis, Investment Advisory, Wealth, Estate Planning, Hedge Funds, Long-term Care, Financial Advisory, Strategic Financial..., IRAs, Series 7, Fixed Annuities, Financial Planning, 401k
Education
Tilburg University 1984 — 1989
doctorate, Finance and Economics
J.P. Morgan May 2015 - August 2015
JPMorgan Chase May 2014 - August 2014
McCombs School of Business May 2013 - January 2014
Ink Fund June 2013 - September 2013
Museum of American Finance September 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Public Speaking, Teaching, Social Media, Analysis, Teamwork, Equity Valuation, Economics, Financial Analysis, Leadership, Business Analysis, Financial Modeling, Business Intelligence, Bloomberg Terminal, Competitive Analysis, Finance, Accounting, Bloomberg, Valuation, Corporate Finance, Investments, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Corporate Finance and Investment Banking
John P Stevens High School 2008 — 2012
J.P. Morgan January 2014 - August 2014
Wells Fargo May 2013 - November 2013
The Cheesecake Factory January 2011 - July 2013
IHOP November 2010 - June 2012
Skills
Russian, German, English, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Conflict Resolution, Cash Handling Experience, Long-term Customer..., Public Speaking, Employee Training, CRM, Finance, Event Planning, Accounting, Teamwork, Social Media, Leadership, Time Management, PowerPoint, Financial Analysis, Business Analysis
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, 4.0
HSP - Henkel Search Partners July 2015 - Present
J.P. Morgan June 2012 - June 2013
J.P. Morgan January 2011 - May 2012
J.P. Morgan July 2009 - December 2010
Skills
Financial Modeling, Valuation, Strategy, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Client Relations, Project Management, Asset Management, Investments, Cross-cultural Teams, Project Planning, Analysis, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Business Honors
Newstone Capital Partners January 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2010 - August 2010
Skills
Investment Banking, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Corporate Finance and Investment Banking, Finance, Accounting
Episcopal High School of Baton Rouge
Cobalt International Energy June 2015 - Present
Aethon Energy February 2014 - June 2015
J.P. Morgan February 2012 - February 2014
J.P. Morgan Securities Inc. June 2006 - February 2012
United States Marine Corps June 1999 - August 2004
Skills
Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Risk Management, Fixed Income, Investment Banking, Portfolio Management, Mergers & Acquisitions, Investments, Asset Management, Bloomberg, Hedge Funds, Venture Capital, Equity Research, Strategy, Loan Origination, Financial Structuring, Hedging
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
University of Oklahoma - Price College of Business 1994 — 1999
BBA, Information Systems
Evercore June 2015 - Present
J.P. Morgan June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
American International Group June 2012 - August 2012
Skills
Marketing Strategy, Financial Modeling, Microsoft Excel, Valuation, Strategic Financial..., PowerPoint, Financial Planning, Value Investing, Investment Banking, Financial Analysis, Equities, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Business Honors/Finance
British International School of Mexico
International Baccalaureate (IB) Diploma
International School of Chile
International Baccalaureate (IB) Diploma
Banco do Brasil Securities LLC April 2014 - Present
J.P. Morgan November 2011 - April 2014
Banco do Brasil S/A August 2003 - December 2011
Fiasul Industria de Fios Ltda. March 2001 - March 2003
Skills
AML, Management, KYC, Due Diligence, Spanish, Securities, Analysis, Banking, Fixed Income, Capital Markets, Financial Markets, Risk Management, Bank Secrecy Act, FX Options, Investment Banking, Trade Finance, Bloomberg, Equities, English, Microsoft Excel, Corporate Finance, Private Banking, Series 7, Derivatives, Trading
Education
Touro College 2010 — 2013
Master of Business Administration (MBA), International Business
Broadway Bank September 2008 - Present
J.P. Morgan July 2004 - August 2008
Skills
Commercial Banking, Commercial Lending, Loans, Banking, Small Business Lending, Mortgage Lending, Wealth Management, Consumer Lending, Private Banking, Credit Analysis, Lines Of Credit, Credit, Loan Origination, Retail Banking, Credit Risk, Wealth Management..., Investments, Portfolio Management, Mortgage Banking, Underwriting, Finance, Treasury Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1993
Bachelor of Business Administration, Marketing
J.P. Morgan August 2011 - Present
Prudential Capital Group July 2010 - July 2011
Ultra Petroleum June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Finance
CIC Partners January 2014 - Present
J.P. Morgan June 2012 - December 2013
Perella Weinberg Partners 2011 - 2012
Skills
Capital IQ, Investment Banking, Valuation, Financial Modeling, Bloomberg, Business Valuation, VBA, Private Equity, Corporate Finance, Alternative Investments, LBO, M&A experience, Equity Research, Equities, Bloomberg Terminal, Hedge Funds, Financial Analysis, Capital Markets, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
J.P. Morgan 2014 - 2015
J.P. Morgan June 2013 - August 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Outlook, Financial Analysis, Investment Banking, Microsoft Excel, Banking, Bloomberg, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Master in Professional Accounting, Managerial Accounting & Control
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance, 4.0
J.P. Morgan September 2010 - Present
Deutsche Bank October 2005 - May 2010
Citi July 1990 - September 2005
Skills
Leadership, Cash Management, Finance, Banking, Treasury Services, Relationship Management, Investment Banking, Transactional Banking, Risk Management, Asia Pacific, Executive Management, Diversity & Inclusion, Sales Management, Global Cross-Functional...
Education
Thunderbird School of Global Management
Master’s Degree
University of California, Santa Cruz
Bachelor’s Degree
Planto Roe Financial Services June 2015 - Present
J.P. Morgan August 2011 - May 2015
Vanguard June 2010 - August 2011
Skills
Financial Analysis, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Wealth Management, Estate Planning, ETFs, Series 6, Microsoft Office, Microsoft Excel, Series 63, Series 7
Education
The University of Texas at El Paso 2004 — 2010
Bachelor of Business Administration (B.B.A.), Economics and International Business
Coronado High school
ConocoPhillips January 2014 - March 2015
J.P. Morgan June 2013 - August 2013
The University of Texas at Austin September 2010 - June 2013
Skills
Microsoft Excel, Foreign Languages, Microsoft Office, Visual Basic, SAP ERP, CXL, Outlook
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan April 2012 - Present
FiveStar Quality Care Community April 2005 - January 2012
Education
The University of Texas at Dallas 2008 — 2011
Global Business, International Business
US Army May 2006 - April 2013
J.P. Morgan January 2005 - December 2005
H&S Printing August 2001 - July 2002
Skills
Critical Thinking, Reading Comprehension, Judgment, Timely Decision Making, Military Decision..., Clinical Monitoring, Quality Control, Operation Monitoring, Public Speaking, Science, Coordination, Time Management, Equipment Maintenance, Following Instructions, Self-driven, Self-starter, Troubleshooting, Systems Analysis, Laboratory Equipment, Laboratory Safety, Laboratory Skills, Laboratory Informatics, Laboratory Automation, Mathematics, Technical Writing, Programming, Service Orientation, Customer Service, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Word, Microbiology, Chemistry, Urinalysis, Hematology, Immunology, Coagulation, Medical Terminology, Immunohematology, Flexibility, Manual Dexterity, Deductive Reasoning, Inductive Reasoning, Close Attention to..., Priority Management, Analytical Skills, Laboratory, Quality Assurance
Education
Western Governors University 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Thomas Edison State College 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Clinical Laboratory Science/Medical Technology/Technologist
Cotter High School 1991 — 1995
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
GENPACT April 2015 - Present
Exeter Finance Corp August 2012 - December 2014
Fiserv June 2012 - August 2012
J.P. Morgan October 2007 - November 2011
Skills
Analytical Reasoning, Asset Management, Relationship Management, Strategic Planning, Leadership Development, Financial Analysis, Microsoft Office, Fund Accounting, Result Oriented, Microsoft Excel, T-SQL, Credit Risk, Analysis, Banking, Finance, Loans, Financial Risk, Risk Management, Financial Services
Education
The University of Texas at Dallas
Bachelor of Arts (B.A.), Political Science and Government
J.P. Morgan March 2014 - Present
The University of Texas at Austin: Red McCombs School of Business August 2011 - December 2013
J.P. Morgan June 2013 - August 2013
US Army June 2009 - June 2011
City of Plano May 2008 - April 2009
Skills
Team Leadership, Highly Analytical, Creative Problem Solving, Data Analysis, Teamwork, Financial Analysis, Microsoft Excel, Leadership, PowerPoint, Analysis, Investments, Microsoft Word, Microsoft Office, Strategy, Research, Economics, Access
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
BBA, Finance
United States Military Academy at West Point 2009 — 2011
Economics
Frisco High School 2005 — 2009
High School Diploma, Graduated with Honors
J.P. Morgan September 2014 - Present
Independent Investment Bankers Corp June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, C++, English, Data Analysis, Analysis, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance
J.P. Morgan January 2013 - Present
GJ Chavez and Associates 2012 - 2013
Hayslip Design Associates September 2009 - November 2009
ForrestPerkins June 2008 - January 2009
LanzCo October 2003 - January 2007
Travelocity February 2000 - October 2003
Popular Demand March 1999 - November 1999
Parametric Technology Corporation July 1998 - March 1999
MCI September 1996 - July 1998
Skills
Interior Design, Adobe Creative Suite, Space-planning, Photoshop, Microsoft Office, Furniture, Microsoft Excel, Specifications, Hospitality, InDesign, Project Management, Microsoft Word, Quality Assurance, Leadership, Graphic Design, Space planning, Business Analysis, Project Planning, Customer Service, Sales, Management, AutoCAD, Design Research
Education
The University of Texas at Dallas 2011 — 2013
Business Administration, Management Information Systems, General, 3.97
El Centro College 2007 — 2010
Associate, Interior Design
McCombs School of Business August 2012 - Present
J.P. Morgan June 2013 - August 2013
Kosmos Energy June 2011 - August 2011
Skills
Bloomberg Certified, SAS programming, FactSet, Microsoft Excel, Microsoft PowerPoint
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Bachelor of Arts (BA), Business Honors, Finance, Economics, 3rd Year
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Cappello Capital Corp. June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
BRE Bank June 2009 - June 2009
Mercedes-Benz July 2008 - July 2008
Morgan Stanley April 2008 - April 2008
Citigroup April 2008 - April 2008
Skills
Financial Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Capital Markets, Due Diligence, Finance, Economics
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
BBA, Finance
University of Richmond - Robins School of Business 2008 — 2009
Exchange Program, Accounting & Finance
University of Warwick - Warwick Business School 2007 — 2008
BSc, Accounting and Finance
Clovis Point Capital August 2014 - Present
Main Street Capital Corporation May 2011 - August 2014
Republic Holdings December 2010 - May 2011
City Hall Fellows September 2009 - September 2010
J.P. Morgan June 2007 - July 2009
Skills
Financial Modeling, Business Development, Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Hedge Funds, Corporate Finance, Alternative Investments, Venture Capital, Investment Banking, Bloomberg, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Private Equity Finance and Entrepreneurship
Washington and Lee University 2003 — 2007
BS, Business Administration and Management, General
Episcopal High School 1999 — 2003
ACTIVE Network (active.com, reserveamerica.com) July 2014 - May 2015
FTI Consulting July 2013 - July 2014
American Express June 2012 - August 2012
Pizza Hut January 2010 - July 2011
Pizza Hut July 2008 - January 2010
J.P. Morgan May 2006 - June 2008
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Forecasting, Financial Modeling, Strategic Financial..., Business Strategy, Market Research, Budget, Analysis, Data Analysis, Budgets, Finance, Due Diligence, Cross-functional Team..., Business Analysis, Strategy, Pricing
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance
Vanderbilt University 1999 — 2003
BA, Mathematics
J.P. Morgan January 2011 - Present
J.P. Morgan January 2010 - Present
JP Morgan Chase January 2010 - January 2011
Perot Systems May 2008 - January 2010
The Ward Group September 2007 - May 2008
Blockbuster May 2003 - September 2007
Skills
Business Analysis, Analysis, General Ledger, Microsoft SQL Server, VBA, Visio, Microsoft Excel, PowerPoint, Project Coordination, SQL, Process Improvement, Access, SharePoint, KPI Implementation
Education
The University of Texas at Dallas
B.A., Finance
The University of Texas at Dallas
Bachelor of Business Administration (B.B.A.), Finance, General
General Tool Company March 2012 - Present
J.P. Morgan March 2008 - November 2012
Skills
Risk Management, Strategic Planning, Project Management, Project Planning, Aerospace, Process Improvement, Business Analysis, Cross-functional Team..., Program Management, Product Development, Six Sigma, Team Leadership, Vendor Management, Customer Service, Account Management, Team Building, Management
Education
Thomas More College 2003 — 2008
Bachelor, Communications/Business Administration
Goldman Sachs August 2015 - Present
J.P. Morgan January 2015 - August 2015
J.P. Morgan August 2012 - January 2015
McCombs School of Business August 2010 - August 2012
J.P. Morgan June 2011 - August 2011
PepsiCo May 2007 - July 2010
CEMEX August 2006 - May 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Negotiation, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Instituto Tecnologico y de Estudios Superiores de Monterrey 2001 — 2006
B.A., Finance
J.P. Morgan April 2015 - Present
Chase June 2011 - Present
Chase July 2007 - May 2011
Household Finance Corporation/Beneficial (subsidiary of HSBC Bank) November 2005 - July 2007
M&T Bank April 2003 - November 2005
Skills
Team Building, Leadership, Management, Customer Service, Banking, Training, Wealth Management, Recruiting, Sales, New Business Development, Finance, Interviews, Financial Services, Gap Analysis, Team Leadership, Inventory Management, Risk Management, Business Analysis, Policy, Change Management, Project Management, Outlook, Cold Calling, Cross-functional Team..., Role-play, Microsoft Office, Microsoft Excel, Retail Banking, Coaching, Public Speaking
Education
The University of Texas at Dallas 1999 — 2002
B.S., Business Administration with a concentration in MIS (Management Information Systems)
J.P. Morgan February 2015 - Present
Education
The University of Texas at Dallas 2004 — 2006
MBA, General Management
Kasasa by BancVue March 2012 - Present
Kasasa by BancVue July 2011 - March 2012
Dell Inc. 2010 - 2011
J.P. Morgan June 2009 - August 2009
Progress Financial February 2007 - July 2008
HSBC 2003 - 2006
Skills
Start-ups, Financial Analysis, Financial Modeling, Management, Team Building, Business Development, Business Strategy, Financial Services, Financial Inclusion, Analytics, Strategy, Emerging Markets, Public Speaking, Forecasting, Economics, Cross-functional Team..., Relationship Management, Asset Management, Bloomberg Terminal, Risk Management, Fixed Income, Bilingual-Spanish, Sales Growth, Alternative Investments, Product Management, Payment Systems
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master's, Business Administration; Finance & Global Business
J.P. Morgan September 2014 - Present
JP Morgan February 2012 - August 2014
Consultant at JP Morgan March 2010 - February 2012
Unitrin Specialty October 2003 - October 2009
Unitrin Specialty November 2002 - October 2003
Unitrin Specialty February 2002 - November 2002
Skills
Project Management, Creative Problem Solving, Building Relationships, Business Analysis, Cross-functional Team..., PMP, Process Improvement, Management, Leadership, Team Leadership, Project Planning, Requirements Gathering, Marketing, Strategic Planning, Business Requirements, Vendor Management, PMO, Project Portfolio..., Visio, Risk Management, Business Process..., MS Project, SharePoint, Program Management, Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Project Management
The University of Texas at Dallas 1996 — 2000
Bachelor's of Science, Business Administration
Check Point Software Technologies, Ltd. February 2015 - Present
BNP Paribas September 2012 - February 2015
Natixis July 2011 - March 2012
J.P. Morgan January 2011 - June 2011
Numis Securities, LLC September 2006 - January 2011
UBS Investment Bank June 2004 - September 2006
Goldman, Sachs & Company September 2003 - June 2004
Skills
Equities, Bloomberg, Hedge Funds, Equity Research, Series 7, Emerging Markets, Investments
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Management
Thunderbird School of Global Management 2005 — 2007
MBA, Global Management
Thunderbird, The School of Global Management 2005 — 2007
MBA, International Management
University of South Carolina 1997 — 2001
Bachelor of Science, Finance and International Business; Spanish; International Business
University of South Carolina-Columbia 1997 — 2001
Bachelor of Science (B.S.), Finance
J.P. Morgan August 2014 - Present
J.P. Morgan July 2011 - August 2014
J.P. Morgan July 2008 - July 2011
Public Strategies, Inc. August 2007 - May 2008
Royal Bank of Scotland May 2007 - August 2007
Skills
Financial Modeling, Series 7, Investments, Financial Analysis, Asset Management, Wealth Management, Series 63
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Intellect Neurosciences, Inc. August 2014 - Present
Intellect Neurosciences, Inc December 2011 - August 2014
BioZone Pharmaceuticals, Inc. August 2011 - January 2014
Intellect Neurosciences, Inc. July 2006 - August 2011
Emisphere Technologies December 2003 - May 2006
Ernst & Young March 1999 - November 2003
Goldman Sachs July 1997 - February 1999
J.P. Morgan March 1994 - June 1997
BT Securities Corp March 1991 - March 1994
Goldman Sachs March 1989 - March 1991
Skills
Structured Finance, Structured Products, Mergers, Due Diligence, IPO, Venture Capital, Private Equity, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Public Companies
Education
University of Pennsylvania Law School 1982 — 1985
Doctor of Law (JD)
Touro College
Bachelor's degree, Accounting and Finance
Crestwood Midstream Partners LP September 2015 - Present
Crestwood Midstream Partners LP July 2013 - September 2015
Greenridge Investment Partners June 2012 - September 2012
Brazos Private Equity Partners July 2009 - July 2011
J.P. Morgan July 2006 - July 2009
Skills
Investments, Investment Banking, Financial Modeling, Private Equity, Portfolio Management, Valuation, Finance, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, M&A experience, Strategic Planning, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Washington and Lee University 2002 — 2006
Bachelor of Science, Mathematics, Physics-Engineering
J.P. Morgan February 2002 - Present
Skills
Loans, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin - Red McCombs School of Business 1973 — 1979
Bachelor's of Business Administration, Accounting and Finance
J.P. Morgan July 2011 - Present
Liquidnet May 2008 - December 2011
AIG December 2010 - June 2011
Citigroup 2004 - May 2008
T-NETIX 2002 - 2004
C-bridge Internet Solutions 1999 - 2001
Verizon 1997 - 1999
Skills
Business Analysis, Business Intelligence, Trading Systems, Agile Methodologies, Management, SDLC, Data Center, Enterprise Architecture, Telecommunications, Risk Management
Education
The University of Texas at Dallas 1992 — 1994
Zhejiang University
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
J.P. Morgan July 2011 - September 2012
ING Clarion Partners June 2005 - May 2009
ING Clarion Partners June 2005 - July 2007
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Strategy, Portfolio Management, Investment Banking, Analysis, Management, Banking, Financial Modeling, Negotiation, Acquisitions, Capital Markets, Private Equity, Corporate Finance, Financial Analysis, Investments, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Banking
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Finance
Chase September 2013 - Present
J.P. Morgan June 2012 - September 2013
Fidelity Investments February 2008 - March 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Auditing, General Ledger, Internal Controls, Cash Management, Accounts Payable, Banking, Financial Modeling, Sarbanes-Oxley Act, Accounts Receivable, Finance, Financial Statements
Education
The University of Texas at Dallas 2003 — 2007
Bachelor of Science (BS), Finance
Baird September 2015 - Present
J.P. Morgan April 2013 - September 2015
J.P. Morgan May 2009 - April 2013
UBS March 2008 - April 2009
Bear Stearns & Company December 1996 - October 2007
Bear Stearns & Company August 1992 - December 1996
Skills
Series 6, Series 7, Series 63, Uniform Combined State..., Fixed Income, Securities, Mutual Funds, Wealth Management, Retirement Planning, Equities, Mortgage Lending, Investments, Loans, Derivatives, Risk Management, MBS, Finance, Banking, Capital Markets, Financial Advisory, Hedge Funds, Portfolio Management, Management, Bloomberg, Asset Management, Financial Services
Education
The University of Texas at Dallas 1992 — 1996
BS, Economics and Finance
Dallas Baptist University -
Master of Business Administration (MBA), Attending
Federal Reserve Bank of New York 1998 - Present
Arthur Andersen & Co. 1996 - 1997
J.P. Morgan 1991 - 1994
Education
Thunderbird School of Global Management 1994 — 1995
MBA, International Business
Saint John's University 1986 — 1990
Bachelor of Science (B.S.), Finance
Ponder & Co. February 2011 - Present
RBC Capital Markets 2007 - March 2011
J.P. Morgan 1999 - 2007
Ponder & Co. June 1991 - June 1999
FORCE Financial, LLC September 1989 - December 1990
Underwood, Neuhaus & Co., Inc. June 1979 - August 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1973 — 1977
B.B.A., Finance
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - December 2013
Dextera, Inc. July 2009 - July 2012
The King's College September 2007 - May 2009
Grand Bank June 2008 - August 2008
Pine Cove May 2007 - July 2007
Skills
Bookkeeping, Outlook, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com, Customer Service, Microsoft Excel, QuickBooks, Research, Leadership, Strategy, Project Management, Data Analysis, Capital IQ, Bloomberg, Financial Analysis
Education
The University of Texas at Dallas 2012 — 2013
Master of Business Administration (M.B.A.), Finance
The King's College 2005 — 2009
Bachelor of Science, Business Management
RBC April 2015 - Present
L2 August 2014 - March 2015
J.P. Morgan June 2012 - August 2014
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Pfizer May 2008 - August 2008
Scandic Hotels July 2007 - August 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Corporate Finance, Bloomberg, Data Analysis, Microsoft Office, Microsoft Word, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2011
BBA, Finance
International Management Institute in Brussels, Belgium 2007 — 2007
Study abroad, Business/Hospitality
J.P. Morgan December 2003 - Present
American Century Investments 1998 - 2003
Fidelity Investments 1987 - 1998
Education
University of Kansas City - Missouri
Certified Financial Planner (CFP)
Thomas More College
Bachelor's Degree, Business Administration and Management, General; Computer Science
J.P. Morgan BRANCH MANAGERJP MORGRAN CHASE2003 - Present
JPMorgan Chase 2003 - Present
Washington Mutual May 2003 - September 2008
Education
The University of Wolverhampton 1984 — 1987
BA Hons, Economics
J.P. Morgan June 2014 - Present
J.P. Morgan December 2012 - May 2014
NYU Stern School of Business August 2012 - May 2014
Palladium Capital Advisors June 2012 - August 2012
McGladrey January 2012 - August 2012
PricewaterhouseCoopers July 2010 - December 2011
Skills
Equity Research, Investment Management, Financial Modeling, Valuation, Bloomberg, DCF, Equity Valuation, Hedge Funds, Finance, Financial Services, Financial Analysis, Investments, Portfolio Management, Mutual Funds, Private Equity, Accounting, Corporate Finance
Education
NYU Stern School of Business 2012 — 2014
MBA, Finance
Touro College 2006 — 2008
B.S, Accounting
JTaylor April 2014 - Present
RJH Clothing Group, LLC September 2012 - Present
VMG Health June 2012 - April 2014
VKT Associates, LLC January 2012 - April 2012
J.P. Morgan June 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, DCF Valuation, Excel, Sales, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Corporate Finance
J.P. Morgan February 2015 - Present
J.P. Morgan March 2014 - January 2015
J.P. Morgan June 2012 - March 2014
MBA JumpStart August 2011 - August 2011
J.P. Morgan June 2011 - August 2011
The Daily Texan January 2010 - December 2010
SalesVu May 2010 - August 2010
Credit Suisse July 2010 - July 2010
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts, English
M.B. Lamar High School 2005 — 2008
Colegio Nueva Granada
South Texas Energy Partners August 2014 - Present
Quantum Energy Partners July 2013 - July 2014
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bloomberg LP December 2013 - Present
J.P. Morgan 2011 - 2013
J.P. Morgan June 2010 - August 2010
Sponsors for Educational Opportunity 2010 - 2010
The University of Texas at El Paso 2008 - 2010
PepsiCo - Frito Lay June 2009 - August 2009
Skills
Leadership, Financial Analysis, Financial Modeling, Credit Analysis, DCF Valuation, Due Diligence, Contract Negotiation, Spanish, Financial Risk, Forecasting, Customer Service, Analysis, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Management, Strategic Planning, Project Management, Business Strategy, Data Analysis, Team Leadership, LBO, Credit, DCF, Valuation, Corporate Finance, Bloomberg Terminal, Financial Reporting, Bloomberg, Strategy, Finance, Mergers & Acquisitions
Education
The University of Texas at El Paso 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Cinnabar Energy August 2011 - Present
J.P. Morgan September 2010 - August 2011
Skills
Corporate Finance, Capital Markets, Due Diligence, Energy, Energy Industry, Financial Analysis, Financial Modeling, Mergers, Natural Gas, Private Equity, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Glocap Search 2010 - Present
J.P. Morgan 2007 - 2010
Skills
Private Equity, Capital Markets, Hedge Funds, Venture Capital, Investment Banking, Fixed Income, Bloomberg, Equity Research, Corporate Finance, Financial Analysis, Valuation, Investments, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelors of Business Administration, Business Honors, Finance
J.P. Morgan October 2013 - Present
J.P. Morgan June 2012 - October 2013
Bank of America July 2010 - May 2011
Bank of America March 2009 - July 2010
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (MS), Finance
Northwood University 2007 — 2010
BBA, Dual Major: Management/ Banking & Finance
J.P. Morgan September 2015 - Present
J.P. Morgan January 2014 - September 2015
JPMorgan Chase January 2012 - January 2014
JPMorganChase November 2010 - January 2012
Skills
Financial Analysis, Financial Modeling
Education
The University of Texas at Dallas 2003 — 2006
Bachelor of Science, Finance
J.P. Morgan October 2014 - Present
Robert Half March 2014 - October 2014
Bankers Life and Casualty Company January 2014 - March 2014
Own Private Tutoring September 2013 - March 2014
Skills
Applied Statistics, Probability, Risk Management, Time Series Analysis, Applied regression..., Foundation of Finance, Life Insurance, Calculus I, II, III, Information Systems, Business Communication..., Matrices, Microsoft Excel, Microsoft Word, Access, PowerPoint, French, Economics, Statistics, Calculus, Algebra, Microsoft Office, Analysis, Financial Analysis
Education
The University of Texas at San Antonio 2011 — 2013
Honors Bachelor of Business Administration in Actuarial Science with Minor in Applied Statistics, (risk in the Insurance, Banks and Finance Industries), Cumulative GPA 3.65
Collin County Community College District of Plano 2008 — 2011
Associate Degree of Science, General Studies
Mercuria Energy Trading S.A. October 2014 - Present
J.P. Morgan June 2013 - October 2014
J.C. Pace & Company June 2012 - August 2012
Velite Capital June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Data Analysis, Finance, Leadership, Microsoft Word, Public Speaking, Social Networking
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Energy
Lorenzo de Medici
J.P. Morgan September 2015 - Present
J.P. Morgan January 2014 - Present
J.P. Morgan July 2012 - January 2014
Northern Trust September 2011 - July 2012
J.P. Morgan July 2009 - August 2011
Skills
Hedge Funds, Fund Administration
Education
Thomas More College 2000 — 2005
B.A., History & Political Science
Wells Fargo Bank April 2011 - April 2012
JPMorgan Chase February 2007 - August 2010
J.P. Morgan June 1994 - May 2001
Skills
Risk Management, Mergers, Financial Modeling, Banking, Financial Analysis, Program Management, Product Management, Portfolio Management, Management, Mergers & Acquisitions, Strategy, Sales Management, Management Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
AT&T April 2014 - Present
BBVA Compass February 2012 - April 2014
J.P. Morgan August 2011 - February 2012
University of Texas at Dallas August 2010 - August 2011
United States Marine Corps June 2007 - July 2009
Defense Language Institute December 2004 - July 2007
Defense Language Institute August 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Accounting, Business Valuation, Valuation, Strategic Financial..., Microsoft Excel, Analysis, VBA, Cost Benefit, Banking, Internal Audit, Finance
Education
The University of Texas at Dallas 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Dallas 2010 — 2011
MS, Finance
The University of Texas at Dallas 2009 — 2010
BS, Finance
Defense Language Institute 2005 — 2006
AA, Arabic
Western Kentucky University
J.P. Morgan September 2012 - Present
J.P. Morgan May 2011 - August 2011
Merrill Lynch January 2010 - May 2010
America CareSource Holdings, Inc. June 2009 - August 2009
Skills
Investments, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
BBA, Finance, Minor in International Business
WU (Vienna University of Economics and Business) 2010 — 2010
BBA, Exchange Student
J.P. Morgan July 2009 - Present
JP Morgan Chase Bank - Worldwide Securities Services July 2009 - Present
Yapi Kredi Bank July 2008 - August 2008
Koc Holding Co May 2008 - June 2008
Education
The University of Texas at Dallas 2005 — 2009
Bachelor's, Finance
WealthForge July 2015 - Present
PwC June 2012 - July 2015
J.P. Morgan July 2008 - June 2012
US Navy June 1999 - June 2005
Skills
Derivatives, Navy, Risk Management, Operational Planning, Security Clearance, Securities, Military
Education
The College of William and Mary 2006 — 2008
Bachelor's, Finance
Tidewater Community College 2005 — 2006
Associate, Business Administration
J.P. Morgan March 2015 - Present
Citi July 2012 - November 2014
Applied Research Laboratories June 2011 - August 2011
Skills
NDM, Business Service..., ServiceNow, IBM Tivoli, Connect Direct, Visual Basic, Visio, Omegamon, SDSF, IOF, JES2, MVS, IPL, RACF, Top Secret, LPAR, CICS, Microsoft Office, PowerPoint, Microsoft Excel, Websphere, Business Analysis, Management, Microsoft Word, Process Improvement, Databases, Vendor Management, SDLC, Analysis, ITIL
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General
National Community Stabilization Trust June 2015 - Present
J.P. Morgan July 2013 - June 2015
UTD SOM Investment Corporation January 2013 - May 2013
Shoemaker and McClanahan PLLC January 2013 - May 2013
FDIC May 2012 - December 2012
University of Texas at Dallas September 2010 - May 2012
Skills
Mandarin, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Account Reconciliation, Financial Analysis, Financial Modeling, Accounting, Cantonese, PeopleSoft, Data Entry, Inventory Management, Bank Reconciliation, Bloomberg Terminal, Valuation, Tax Returns, Auditing, General Ledger, QuickBooks, Financial Statements
Education
The University of Texas at Dallas 2009 — 2013
Bachelor's degree, Finance/Accounting
Berkner High School
Funful
Goldman Sachs March 2008 - Present
Markit January 2006 - March 2008
J.P. Morgan November 2004 - January 2006
Education
The University of Texas at Dallas
Master's degree, Accounting
Capital Analytics 2013 - Present
J.P. Morgan December 2009 - March 2013
KPMG US January 2009 - May 2009
Education
UTD
MS Accounting, MBA
JPMorgan Chase May 2014 - Present
J.P. Morgan November 2013 - May 2014
Chase March 2013 - October 2013
Chase August 2001 - March 2013
CreditWatch Services Ltd 2008 - 2008
Southern Medical Inc. January 1999 - August 2001
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Visio, Liaison, Advising People, Analysis, Quality Auditing, Coaching, Collection Development, Document Review, English, Quality Assurance, Change Management, Project Planning, Management, Team Building, Investment Properties, Banking, Credit, Risk Management
Education
Wayland Baptist University 2005 — 2012
Bachelor of Science (BS), Business Administration and Management, General
The University of Texas at San Antonio 1999 — 2001
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - June 2014
United Nations Washington D.C. January 2013 - May 2013
Office of Mr. Naveen Jindal, Member of Indian Parliament August 2012 - December 2012
City of Dallas December 2011 - July 2012
Center for Behavioral and Experimental Economic Science September 2010 - July 2012
Skills
Fundraising, Community Development, Program Management, Research, Analysis, Economic Development, Business Development, Budgets, Finance, Small Business, Stata, Economics, Data Analysis
Education
Fundación José Ortega y Gasset Argentina
Spanish, Human Rights, and Latin American Identity
The London School of Economics and Political Science
Economics and International Development
The University of Texas at Dallas
Bachelor of Science (B.S.), Economics; Minors: Finance and Political Science
Acceleration Retirement June 2014 - Present
J.P. Morgan December 2011 - July 2014
Transamerica May 2011 - August 2011
Skills
Financial Analysis, Analysis, Process Improvement, Microsoft Excel, Account Reconciliation, Accounting, Access, Variance Analysis, Management, Finance, Data Analysis, Financial Reporting, Financial Modeling, Reporting & Analysis, Financial Accounting, Operating Systems, SQL, Visio, PowerPoint, Strategic Financial..., VBA, Business Analysis, Corporate Finance, Fund Accounting, Financial Statements, Business Requirements, General Ledger, Financial Statement..., Bloomberg, Bloomberg Terminal, Financial Services, Investment Banking, Balance Sheet, Vlookup, Pivot Tables, Ad Hoc Reporting, Business Objects, Systems Analysis, Presentations, Analytics, Business Process..., Internal Controls, MS Excel Pivot Tables, Macro, Spreadsheets, Financial Systems, Client Expectations..., Client Relations, Microsoft Dynamics, Salesforce.com...
Education
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan August 2012 - Present
Skills
Capital Markets, Portfolio Management, Investments, Investment Banking, Fixed Income, Financial Analysis, Equities, Derivatives, Bloomberg
Education
Thunderbird School of Global Management 2002 — 2003
Master of Business Administration (MBA), finance
Smartlink, LLC July 2015 - Present
Taylor Realty Associates December 2014 - Present
Diamond Realty Investments April 2011 - December 2014
JC Penney July 2008 - March 2011
J.P. Morgan June 2010 - August 2010
Skills
Finance, Financial Analysis, Financial Modeling, Corporate FP&A, Investments, Asset Management, Real Estate, Valuation, Supervisory Skills, Microsoft Excel, Management, Project Management, Financial Reporting, Reporting & Analysis, Corporate Finance, Financial Accounting, Financial Planning, Budgeting, Budget Monitoring, Cost Control, Cost Management, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Real Estate Economics, Real Estate License, Real Estate Investment...
Education
The University of Texas at Dallas 2007 — 2010
Bachelor's Degree, Economics
The University of Texas at Dallas 2007 — 2010
Bachelor of Science (B.S.), Finance, General
J.P. Morgan December 2011 - Present
J.P. Morgan April 2008 - November 2011
Citi April 2004 - March 2008
Skills
Derivatives, CFTC, Securities Regulation, Securities Offerings, IPO, Private Equity, Investment Banking, Legal Compliance
Education
The University of Tokyo 2000 — 2004
Bachelor’s Degree, Social Psychology