J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Nicole Lustig Pasternak Nicole Lustig Pasternak's J.P. Morgan Experience June 2015 - Present
Job Associate, Financial Sponsors Group, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
Clinton Global Initiative June 2010 - August 2010
Education
Trinity College-Hartford 2008 — 2012
B.A. with Honors
Horace Mann School
High School
J.P. Morgan June 2015 - Present
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
Clinton Global Initiative June 2010 - August 2010
Education
Trinity College-Hartford 2008 — 2012
B.A. with Honors
Horace Mann School
High School
Douglas Hulsey Douglas Hulsey's J.P. Morgan Experience June 2015 - July 2015
Job Executive Member of GreenBull Investment Group
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
Regatta Research & Money Management LLC August 2014 - December 2014
Burkenroad Reports August 2014 - December 2014
Sigma Chi Fraternity April 2013 - April 2014
Revive Juicery June 2013 - July 2013
Skills
Microsoft Excel, Budgeting, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Research, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (B.Sc), Finance, GPA: 3.8
Tulane University - Department of Mathematics 2012 — 2016
Bachelor of Science (B.Sc), Mathematics
J.P. Morgan June 2015 - July 2015
Regatta Research & Money Management LLC August 2014 - December 2014
Burkenroad Reports August 2014 - December 2014
Sigma Chi Fraternity April 2013 - April 2014
Revive Juicery June 2013 - July 2013
Skills
Microsoft Excel, Budgeting, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Research, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (B.Sc), Finance, GPA: 3.8
Tulane University - Department of Mathematics 2012 — 2016
Bachelor of Science (B.Sc), Mathematics
Max Freccia's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
UBS - The Harvest Group August 2012 - December 2012
Major League Baseball June 2012 - August 2012
Skills
Stata, PowerPoint, Microsoft Excel, Spanish, Research, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Economics, Valuation, Marketing, Entrepreneurship, Teaching, Editing
Education
Tufts University 2010 — 2014
Bachelor's degree, Economics
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
UBS - The Harvest Group August 2012 - December 2012
Major League Baseball June 2012 - August 2012
Skills
Stata, PowerPoint, Microsoft Excel, Spanish, Research, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Economics, Valuation, Marketing, Entrepreneurship, Teaching, Editing
Education
Tufts University 2010 — 2014
Bachelor's degree, Economics
Ben Clammer's J.P. Morgan Experience December 2010 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2010 - Present
A.T. Kearney September 2008 - October 2010
U.S. Navy June 1997 - August 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Trinity College-Hartford 1993 — 1997
BA, Political Science
Thacher School 1989 — 1993
J.P. Morgan December 2010 - Present
A.T. Kearney September 2008 - October 2010
U.S. Navy June 1997 - August 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Trinity College-Hartford 1993 — 1997
BA, Political Science
Thacher School 1989 — 1993
Derek Chase's J.P. Morgan Experience June 2008 - September 2008
Job Director of Business Development at Baxter of California
Industry Consumer Goods
Experience
Baxter Of California December 2014 - Present
Baxter of California February 2014 - December 2014
L'Oréal May 2012 - February 2014
Johnson & Johnson July 2011 - May 2012
Johnson & Johnson July 2009 - May 2011
J.P. Morgan June 2008 - September 2008
J.P. Morgan June 2007 - September 2007
Sperry Topsider June 2006 - September 2006
Skills
Category Management, Trade Marketing, Visual Merchandising, Marketing Strategy, Sales, Management, Sales Management, FMCG, Cross-functional Team..., Forecasting, Retail, Sales Operations, Market Research, Leadership, Competitive Analysis
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
Baxter Of California December 2014 - Present
Baxter of California February 2014 - December 2014
L'Oréal May 2012 - February 2014
Johnson & Johnson July 2011 - May 2012
Johnson & Johnson July 2009 - May 2011
J.P. Morgan June 2008 - September 2008
J.P. Morgan June 2007 - September 2007
Sperry Topsider June 2006 - September 2006
Skills
Category Management, Trade Marketing, Visual Merchandising, Marketing Strategy, Sales, Management, Sales Management, FMCG, Cross-functional Team..., Forecasting, Retail, Sales Operations, Market Research, Leadership, Competitive Analysis
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
Steven Sypult's J.P. Morgan Experience May 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Darwin Fenner Student Managed Fund - Tulane University January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Burkenroad Reports - Tulane University August 2012 - December 2012
Raymond James May 2012 - August 2012
Tulane University August 2011 - May 2012
Memphis Pool Co. May 2011 - August 2011
Skills
Microsoft Access and..., Outstanding Customer..., Strong Presentation..., Proficient Writer, Communication Strategy, Some Conversational..., Business Modeling, Financial Accounting, Finance
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance with Energy Specialization, 3.6
Christian Brothers High School 2006 — 2010
High School, General, 4.5 − 4 point scale
J.P. Morgan May 2014 - Present
Darwin Fenner Student Managed Fund - Tulane University January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Burkenroad Reports - Tulane University August 2012 - December 2012
Raymond James May 2012 - August 2012
Tulane University August 2011 - May 2012
Memphis Pool Co. May 2011 - August 2011
Skills
Microsoft Access and..., Outstanding Customer..., Strong Presentation..., Proficient Writer, Communication Strategy, Some Conversational..., Business Modeling, Financial Accounting, Finance
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance with Energy Specialization, 3.6
Christian Brothers High School 2006 — 2010
High School, General, 4.5 − 4 point scale
Asher Horowitz Asher Horowitz's J.P. Morgan Experience 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan 2014 - Present
Lumen Industries, LLC 2014 - 2014
Parkway Capital Investors 2013 - 2013
National Agents Alliance 2011 - 2012
Baltimore Teens’ Summer Construction Program 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Due Diligence, DCF Valuation, Comparable Analysis, Accretion/dilution, Consulting, Research, Analysis, Leadership, Business Planning, Operations Management, Marketing, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Time Management, Social Media, Fitness, Argus Modeling
Education
Towson University 2015 — 2016
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Towson University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Graduated Summa Cum Laude (GPA 3.925)
J.P. Morgan 2014 - Present
Lumen Industries, LLC 2014 - 2014
Parkway Capital Investors 2013 - 2013
National Agents Alliance 2011 - 2012
Baltimore Teens’ Summer Construction Program 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Due Diligence, DCF Valuation, Comparable Analysis, Accretion/dilution, Consulting, Research, Analysis, Leadership, Business Planning, Operations Management, Marketing, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Time Management, Social Media, Fitness, Argus Modeling
Education
Towson University 2015 — 2016
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Towson University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Graduated Summa Cum Laude (GPA 3.925)
Matt Pataro's J.P. Morgan Experience July 2014 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
GPS Capital Markets, Inc. April 2012 - August 2012
Self-Employed June 2009 - August 2010
Skills
FX Options, Foreign Exchange, FX Hedging, Financial Markets, Derivatives, Microsoft Excel, Economics, Finance, Bloomberg, Private Banking, PowerPoint, Hedging
Education
Tufts University 2010 — 2014
Quantitative Economics, Entrepreneurial Leadership
Ransom Everglades Upper School
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
GPS Capital Markets, Inc. April 2012 - August 2012
Self-Employed June 2009 - August 2010
Skills
FX Options, Foreign Exchange, FX Hedging, Financial Markets, Derivatives, Microsoft Excel, Economics, Finance, Bloomberg, Private Banking, PowerPoint, Hedging
Education
Tufts University 2010 — 2014
Quantitative Economics, Entrepreneurial Leadership
Ransom Everglades Upper School
Kristin Quillen Kristin Quillen's J.P. Morgan Experience November 2007 - Present
Job Vice President
Industry Banking
Experience
J.P. Morgan November 2007 - Present
Fidelity Investments 2006 - 2007
T Rowe Price 2005 - 2006
Skills
Series 7, Mutual Funds, Asset Management, Series 63, Investments, Equities, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Financial Analysis, Alternative Investments, Risk Management, Retirement Planning, Investment Strategies, Retirement, Estate Planning, Fixed Income, Employee Benefits, Traditional and Agile...
Education
Widener University 2010 — 2013
Master of Science in Taxation and Financial Planning
Towson University 2001 — 2005
Bachelor of Science, Chemistry
J.P. Morgan November 2007 - Present
Fidelity Investments 2006 - 2007
T Rowe Price 2005 - 2006
Skills
Series 7, Mutual Funds, Asset Management, Series 63, Investments, Equities, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Financial Analysis, Alternative Investments, Risk Management, Retirement Planning, Investment Strategies, Retirement, Estate Planning, Fixed Income, Employee Benefits, Traditional and Agile...
Education
Widener University 2010 — 2013
Master of Science in Taxation and Financial Planning
Towson University 2001 — 2005
Bachelor of Science, Chemistry
Zachary Drucker's J.P. Morgan Experience July 2013 - July 2015
Job MBA Candidate at Chicago Booth, Class of 2017
Industry Management Consulting
Experience
University of Chicago Booth School of Business August 2015 - Present
J.P. Morgan July 2013 - July 2015
HarperCollins Publishers June 2012 - July 2013
Kasowitz, Benson, Torres & Friedman LLP May 2011 - August 2011
WNET.ORG May 2010 - August 2010
Stick Figure Productions July 2009 - August 2009
City Lights Media Group May 2009 - July 2009
103.9 WFAS March 2008 - June 2008
Skills
International Relations, Spanish, Blogging, Editing, Research, Marketing, InDesign, Social Media Marketing, Microsoft Word, Public Speaking
Education
Tufts University 2008 — 2012
BA, International Relations and Spanish
University of Chicago Booth School of Business August 2015 - Present
J.P. Morgan July 2013 - July 2015
HarperCollins Publishers June 2012 - July 2013
Kasowitz, Benson, Torres & Friedman LLP May 2011 - August 2011
WNET.ORG May 2010 - August 2010
Stick Figure Productions July 2009 - August 2009
City Lights Media Group May 2009 - July 2009
103.9 WFAS March 2008 - June 2008
Skills
International Relations, Spanish, Blogging, Editing, Research, Marketing, InDesign, Social Media Marketing, Microsoft Word, Public Speaking
Education
Tufts University 2008 — 2012
BA, International Relations and Spanish
Joe Mead Joe Mead's J.P. Morgan Experience July 2013 - Present
Job J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
University of Michigan Law School August 2010 - May 2013
University of Michigan Ross School of Business 2011 - 2013
Paul Hastings 2011 - 2011
Constellation Energy April 2008 - August 2009
Constellation Energy Projects & Services Group 2008 - 2009
World Energy Alternatives, LLC April 2005 - April 2008
US Securities and Exchange Commission 2003 - 2003
Skills
Financial Analysis, Business Strategy, Entrepreneurship, Financial Modeling, Competitive Analysis, Valuation, Management Consulting, Due Diligence, Strategy, Market Research, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Masters of Business Administration, Finance
University of Michigan Law School 2010 — 2013
Juris Doctor, Corporate Law
Tufts University 2001 — 2005
B.A, Psychology and Entrepreneurship
J.P. Morgan July 2013 - Present
University of Michigan Law School August 2010 - May 2013
University of Michigan Ross School of Business 2011 - 2013
Paul Hastings 2011 - 2011
Constellation Energy April 2008 - August 2009
Constellation Energy Projects & Services Group 2008 - 2009
World Energy Alternatives, LLC April 2005 - April 2008
US Securities and Exchange Commission 2003 - 2003
Skills
Financial Analysis, Business Strategy, Entrepreneurship, Financial Modeling, Competitive Analysis, Valuation, Management Consulting, Due Diligence, Strategy, Market Research, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Masters of Business Administration, Finance
University of Michigan Law School 2010 — 2013
Juris Doctor, Corporate Law
Tufts University 2001 — 2005
B.A, Psychology and Entrepreneurship
Jared Kuntz Jared Kuntz's J.P. Morgan Experience 2013 - June 2014
Job Program Manager at Lexmark
Industry Computer Software
Experience
Lexmark Enterprise Software June 2014 - Present
J.P. Morgan 2013 - June 2014
J.P. Morgan 2011 - April 2013
J.P. Morgan April 2010 - May 2011
J.P. Morgan 2010 - 2011
Skills
Training, Project Management, Management, Process Improvement, CRM, Series 7, Mutual Funds, Financial Services, Strategic Planning, Customer Service, Management Consulting, Relationship Management, Series 63, Team Building, Retirement Planning, Retirement, Asset Management, Team Leadership, Strategy, Analysis, Salesforce.com, 401k, Wealth Management, Project Coordination, Project Planning, SharePoint, Leadership, Program Management, Salesforce.com..., Salesforce.com..., Sales
Education
Truman State University 1993 — 1998
Bachelor's degree, Finance, General
Lexmark Enterprise Software June 2014 - Present
J.P. Morgan 2013 - June 2014
J.P. Morgan 2011 - April 2013
J.P. Morgan April 2010 - May 2011
J.P. Morgan 2010 - 2011
Skills
Training, Project Management, Management, Process Improvement, CRM, Series 7, Mutual Funds, Financial Services, Strategic Planning, Customer Service, Management Consulting, Relationship Management, Series 63, Team Building, Retirement Planning, Retirement, Asset Management, Team Leadership, Strategy, Analysis, Salesforce.com, 401k, Wealth Management, Project Coordination, Project Planning, SharePoint, Leadership, Program Management, Salesforce.com..., Salesforce.com..., Sales
Education
Truman State University 1993 — 1998
Bachelor's degree, Finance, General
Dee Anna Davis Dee Anna Davis's J.P. Morgan Experience May 2011 - September 2011
Job Director of Human Resources at Tashay 1 Home Health Care
Industry Accounting
Experience
Tashay1 Home Health Care May 2012 - Present
J.P. Morgan May 2011 - September 2011
The Ohio Department of Taxation July 2003 - March 2008
Skills
Performance Management, Deferred Compensation, Change Management, Employee Engagement, Succession Planning, Strategic Planning, Talent Acquisition, PeopleSoft, Policy, ADP Payroll, Microsoft Excel, Leadership, Labor Relations, Workforce Planning, Payroll, Vendor Management, Organizational..., Time Management, Microsoft Word, Lotus Notes, Performance Improvement, Tax, Microsoft Office, PowerPoint, HR Policies, Personnel Management, Employee Training, New Hire Orientations, Compensation, Staff Development, Insurance, Employment Law, Executive Coaching, Hiring, Invoicing, Temporary Placement, FMLA, HR Consulting, Applicant Tracking..., Customer Service, Analysis, Management, Training, Team Building, Interviews, Human Resources, Recruiting, Employee Relations, Coaching, Access
Education
Trumbull Business College 1990 — 1991
Associate's degree, Accounting, 3.2
Warren G. Harding High School 1983 — 1987
Diploman, College Preparatory
Warren G Harding Raiders
Tashay1 Home Health Care May 2012 - Present
J.P. Morgan May 2011 - September 2011
The Ohio Department of Taxation July 2003 - March 2008
Skills
Performance Management, Deferred Compensation, Change Management, Employee Engagement, Succession Planning, Strategic Planning, Talent Acquisition, PeopleSoft, Policy, ADP Payroll, Microsoft Excel, Leadership, Labor Relations, Workforce Planning, Payroll, Vendor Management, Organizational..., Time Management, Microsoft Word, Lotus Notes, Performance Improvement, Tax, Microsoft Office, PowerPoint, HR Policies, Personnel Management, Employee Training, New Hire Orientations, Compensation, Staff Development, Insurance, Employment Law, Executive Coaching, Hiring, Invoicing, Temporary Placement, FMLA, HR Consulting, Applicant Tracking..., Customer Service, Analysis, Management, Training, Team Building, Interviews, Human Resources, Recruiting, Employee Relations, Coaching, Access
Education
Trumbull Business College 1990 — 1991
Associate's degree, Accounting, 3.2
Warren G. Harding High School 1983 — 1987
Diploman, College Preparatory
Warren G Harding Raiders
Byron Kam, CFA's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate 2016, Yale School of Management
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Morgan Stanley April 2009 - August 2014
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelor of Science in Management, Finance
J.P. Morgan June 2015 - August 2015
Morgan Stanley April 2009 - August 2014
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelor of Science in Management, Finance
Patrick Kazley's J.P. Morgan Experience May 2014 - June 2015
Job Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management June 2015 - Present
J.P. Morgan May 2014 - June 2015
J.P. Morgan 2013 - August 2013
Merrill Lynch May 2012 - November 2012
Skills
Financial Analysis, Chinese, Microsoft Excel, Public Speaking, Market Research, Finance, Economics, Management, Analysis, Research, Financial Modeling, Investments, PowerPoint, Social Media
Education
Tufts University 2010 — 2014
Bachelor's degree, International Relations with a Concentration in International Finance. Mandarin Chinese focus.
McQuaid Jesuit 2004 — 2010
AQR Capital Management June 2015 - Present
J.P. Morgan May 2014 - June 2015
J.P. Morgan 2013 - August 2013
Merrill Lynch May 2012 - November 2012
Skills
Financial Analysis, Chinese, Microsoft Excel, Public Speaking, Market Research, Finance, Economics, Management, Analysis, Research, Financial Modeling, Investments, PowerPoint, Social Media
Education
Tufts University 2010 — 2014
Bachelor's degree, International Relations with a Concentration in International Finance. Mandarin Chinese focus.
McQuaid Jesuit 2004 — 2010
Joseph L. Ybarra's J.P. Morgan Experience March 2012 - March 2013
Job Sr. Technical Recruiter | Hiring Cleared IT Professionals for the Intelligence Community
Industry Information Technology and Services
Experience
Exceptional Software Strategies April 1996 - Present
Exceptional Software Strategies March 2013 - Present
Exceptional Software Strategies March 2013 - Present
J.P. Morgan March 2012 - March 2013
National Security Agency May 2010 - November 2011
US Army December 1991 - November 2011
Skills
Technical Recruiting, Recruiting, Training, Leadership, Interviews, Sourcing, Human Resources, Security Clearance, DoD, Military, Security, Internet Recruiting, Management, Networking, Project Planning, Temporary Placement, Top Secret, Military Experience, Army, Government, Analysis, Talent Management, Integration, Program Management, Applicant Tracking..., Information Assurance, Defense, National Security, Team Leadership, Intelligence, Information Technology, Tactics, Full-life Cycle..., Afghanistan, Computer Security, Government Contracting, Organizational..., Command, Operational Planning, Military Operations, Policy, Project Management, Personnel Management, Screening, SharePoint, Marketing Strategy
Education
Trident University International 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Human Resource Management
Exceptional Software Strategies April 1996 - Present
Exceptional Software Strategies March 2013 - Present
Exceptional Software Strategies March 2013 - Present
J.P. Morgan March 2012 - March 2013
National Security Agency May 2010 - November 2011
US Army December 1991 - November 2011
Skills
Technical Recruiting, Recruiting, Training, Leadership, Interviews, Sourcing, Human Resources, Security Clearance, DoD, Military, Security, Internet Recruiting, Management, Networking, Project Planning, Temporary Placement, Top Secret, Military Experience, Army, Government, Analysis, Talent Management, Integration, Program Management, Applicant Tracking..., Information Assurance, Defense, National Security, Team Leadership, Intelligence, Information Technology, Tactics, Full-life Cycle..., Afghanistan, Computer Security, Government Contracting, Organizational..., Command, Operational Planning, Military Operations, Policy, Project Management, Personnel Management, Screening, SharePoint, Marketing Strategy
Education
Trident University International 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Human Resource Management
Emily Sillari's J.P. Morgan Experience June 2012 - August 2012
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte 2013 - 2014
Tufts Financial Group 2012 - 2013
J.P. Morgan June 2012 - August 2012
Simon-Kucher & Partners June 2011 - September 2011
Office of U.S. Senator Scott Brown June 2010 - May 2011
Education
Tufts University 2009 — 2013
University of Oxford 2011 — 2012
Deloitte 2013 - 2014
Tufts Financial Group 2012 - 2013
J.P. Morgan June 2012 - August 2012
Simon-Kucher & Partners June 2011 - September 2011
Office of U.S. Senator Scott Brown June 2010 - May 2011
Education
Tufts University 2009 — 2013
University of Oxford 2011 — 2012
Su-Ying Teo's J.P. Morgan Experience March 2014 - Present
Job Vice President Regulatory Capital at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan March 2011 - January 2013
JP Morgan February 2008 - February 2011
Bear Stearns May 2006 - February 2008
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Equities, Bloomberg, Fixed Income, Valuation, Securities, Derivatives, Capital Markets, Financial Markets, Series 7, Options, Emerging Markets, Private Equity
Education
Tufts University 2002 — 2006
BA, International Relations
JP Morgan March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan March 2011 - January 2013
JP Morgan February 2008 - February 2011
Bear Stearns May 2006 - February 2008
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Equities, Bloomberg, Fixed Income, Valuation, Securities, Derivatives, Capital Markets, Financial Markets, Series 7, Options, Emerging Markets, Private Equity
Education
Tufts University 2002 — 2006
BA, International Relations
Ross Mintz's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Burkenroad Reports August 2012 - December 2012
UBS June 2012 - August 2012
Monarch Wealth and Business Management May 2011 - August 2011
Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance
The Hotchkiss School 2005 — 2009
High School
J.P. Morgan July 2014 - Present
Burkenroad Reports August 2012 - December 2012
UBS June 2012 - August 2012
Monarch Wealth and Business Management May 2011 - August 2011
Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance
The Hotchkiss School 2005 — 2009
High School
Patrick Vaughan's J.P. Morgan Experience April 2013 - April 2013
Job Trinity College Economics and Mathematics Graduate
Industry Investment Banking
Experience
Supervalu, Castlebar August 2009 - December 2014
Bloomberg LP August 2013 - September 2014
Appco Group June 2014 - August 2014
The Bull, Trinity College's Financial Newspaper August 2013 - May 2014
Trinity College Student Managed Fund September 2012 - November 2013
J.P. Morgan April 2013 - April 2013
Tutor Doctor September 2011 - June 2012
Staunton's Music and Games September 2006 - December 2006
Skills
Microsoft Office, Quantitative, High Analytical Skills, Teamwork, Problem Solving, Leadership, Finance, Calm Under Pressure, Integrity, Research, Customer Service, Economics, Team Leadership
Education
Trinity College, Dublin 2011 — 2015
BA (hons.), Economics and Mathematics TSM, First Class Honours
St Geralds College 2005 — 2011
Leaving Certificate Examination., Maths, Economics, French, Irish, English, Physics, DCG, 600 points
Supervalu, Castlebar August 2009 - December 2014
Bloomberg LP August 2013 - September 2014
Appco Group June 2014 - August 2014
The Bull, Trinity College's Financial Newspaper August 2013 - May 2014
Trinity College Student Managed Fund September 2012 - November 2013
J.P. Morgan April 2013 - April 2013
Tutor Doctor September 2011 - June 2012
Staunton's Music and Games September 2006 - December 2006
Skills
Microsoft Office, Quantitative, High Analytical Skills, Teamwork, Problem Solving, Leadership, Finance, Calm Under Pressure, Integrity, Research, Customer Service, Economics, Team Leadership
Education
Trinity College, Dublin 2011 — 2015
BA (hons.), Economics and Mathematics TSM, First Class Honours
St Geralds College 2005 — 2011
Leaving Certificate Examination., Maths, Economics, French, Irish, English, Physics, DCG, 600 points
Vanessa Zhang's J.P. Morgan Experience June 2014 - August 2014
Job Corporate Banking Summer Analyst at Citi
Industry Financial Services
Experience
Kappa Alpha Theta December 2014 - Present
Citi June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Course Hero, Inc. October 2013 - January 2014
Hendershot Financial Group June 2013 - August 2013
Montgomery County Circuit Court August 2010 - October 2011
HooverLaw, LLC June 2011 - August 2011
Skills
Microsoft Excel, Interpersonal Skill, Microsoft Office, Leadership, Public Speaking, Social Media, Research, Marketing, Analysis, Microsoft Word, Editing, Customer Service, Event Planning, Fundraising, Data Analysis, Teamwork
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations Double Major
Our Lady of Good Counsel High School 2009 — 2012
Kappa Alpha Theta December 2014 - Present
Citi June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Course Hero, Inc. October 2013 - January 2014
Hendershot Financial Group June 2013 - August 2013
Montgomery County Circuit Court August 2010 - October 2011
HooverLaw, LLC June 2011 - August 2011
Skills
Microsoft Excel, Interpersonal Skill, Microsoft Office, Leadership, Public Speaking, Social Media, Research, Marketing, Analysis, Microsoft Word, Editing, Customer Service, Event Planning, Fundraising, Data Analysis, Teamwork
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations Double Major
Our Lady of Good Counsel High School 2009 — 2012
Kim De Tombeur Kim De Tombeur's J.P. Morgan Experience 2014 - Present
Job Vice President, Executive Recruiter Corporate & Investment Bank at J.P. Morgan
Industry Human Resources
Experience
J.P. Morgan 2014 - Present
Skills
Diversity & Inclusion..., Recruiting, Talent Acquisition, Employment Law, Executive Search, Human Resources, Talent Management, Candidate Generation, Strategic Sourcing, Legal Research, Applicant Tracking..., Temporary Placement, Criminal Law, Resume Writing, Legal Compliance, Legal Writing, Alternative Dispute..., Screening Resumes, Temporary Staffing, Recruitment Advertising, Interviews, Career Counseling, College Recruiting, Microsoft Excel, Nonprofits, Mediation, Employee Relations, Trials, Legal Assistance, Graduate Recruitment, Corporate Law, Immigration Law, PowerPoint, Contract Recruitment, Negotiation, Interview Preparation, Lexis, Westlaw, Onboarding, Non-profits, Litigation, Bluebook, Corporate Communications, Family Law, Dispute Resolution, Employment Contracts, Strategy, Succession Planning
Education
Widener University School of Law (PA) 2007 — 2010
J.D.
Towson University 2004 — 2007
Bachelor of Science (B.S.)
J.P. Morgan 2014 - Present
Skills
Diversity & Inclusion..., Recruiting, Talent Acquisition, Employment Law, Executive Search, Human Resources, Talent Management, Candidate Generation, Strategic Sourcing, Legal Research, Applicant Tracking..., Temporary Placement, Criminal Law, Resume Writing, Legal Compliance, Legal Writing, Alternative Dispute..., Screening Resumes, Temporary Staffing, Recruitment Advertising, Interviews, Career Counseling, College Recruiting, Microsoft Excel, Nonprofits, Mediation, Employee Relations, Trials, Legal Assistance, Graduate Recruitment, Corporate Law, Immigration Law, PowerPoint, Contract Recruitment, Negotiation, Interview Preparation, Lexis, Westlaw, Onboarding, Non-profits, Litigation, Bluebook, Corporate Communications, Family Law, Dispute Resolution, Employment Contracts, Strategy, Succession Planning
Education
Widener University School of Law (PA) 2007 — 2010
J.D.
Towson University 2004 — 2007
Bachelor of Science (B.S.)
Antonio Carbone's J.P. Morgan Experience July 2015 - Present
Job Private Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2012 - June 2015
J.P. Morgan June 2011 - August 2011
Tulane School of Architecture January 2011 - May 2011
Tulane University September 2009 - July 2010
Skills
Financial Modeling, Valuation, Economics, Equity Research, Data Analysis, Financial Analysis, Access, Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Management, Microsoft Office, Bloomberg, Finance, Analysis, Microsoft Word, Event Planning, Public Speaking, Social Media
Education
Tulane University 2008 — 2012
BA, Italian, International Development
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Boston University Padova Language Program 2010 — 2010
Italian
Payson Center Summer Institute 2009 — 2009
J.P. Morgan July 2015 - Present
J.P. Morgan June 2012 - June 2015
J.P. Morgan June 2011 - August 2011
Tulane School of Architecture January 2011 - May 2011
Tulane University September 2009 - July 2010
Skills
Financial Modeling, Valuation, Economics, Equity Research, Data Analysis, Financial Analysis, Access, Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Management, Microsoft Office, Bloomberg, Finance, Analysis, Microsoft Word, Event Planning, Public Speaking, Social Media
Education
Tulane University 2008 — 2012
BA, Italian, International Development
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Boston University Padova Language Program 2010 — 2010
Italian
Payson Center Summer Institute 2009 — 2009
Peter Navarro, CFA's J.P. Morgan Experience February 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan June 2011 - January 2014
J.P. Morgan June 2009 - June 2011
IBC Life Sciences August 2008 - June 2009
Skills
Hedge Funds, Alternative Investments, Asset Management, Banking, Relationship Management
Education
Tulane University 2004 — 2008
BSE, Biomedical Engineering
J.P. Morgan February 2015 - Present
J.P. Morgan June 2011 - January 2014
J.P. Morgan June 2009 - June 2011
IBC Life Sciences August 2008 - June 2009
Skills
Hedge Funds, Alternative Investments, Asset Management, Banking, Relationship Management
Education
Tulane University 2004 — 2008
BSE, Biomedical Engineering
David LeResche David LeResche's J.P. Morgan Experience December 2013 - Present
Job Corporate Strategy Associate, Consumer & Community Banking at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan December 2013 - Present
J.P. Morgan April 2013 - Present
J.P. Morgan June 2011 - March 2013
Tufts Personalized Performance Program January 2009 - May 2011
JP Morgan June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Management, Asset Management
Education
Tufts University 2007 — 2011
B.A., Economics and Entrepreneurship--Magna Cum Laude
John Burroughs School 2001 — 2007
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan December 2013 - Present
J.P. Morgan April 2013 - Present
J.P. Morgan June 2011 - March 2013
Tufts Personalized Performance Program January 2009 - May 2011
JP Morgan June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Management, Asset Management
Education
Tufts University 2007 — 2011
B.A., Economics and Entrepreneurship--Magna Cum Laude
John Burroughs School 2001 — 2007
Benji Baer Benji Baer's J.P. Morgan Experience June 2011 - Present
Job Managing Director, Chief Marketing Officer, Retirement at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan June 2011 - Present
Legg Mason March 2009 - August 2011
Legg Mason June 2004 - March 2009
Alliance Bernstein January 1993 - January 2004
Equitable Capital Management 1990 - 1993
Education
Tufts University
BA, Economics
J.P. Morgan June 2011 - Present
Legg Mason March 2009 - August 2011
Legg Mason June 2004 - March 2009
Alliance Bernstein January 1993 - January 2004
Equitable Capital Management 1990 - 1993
Education
Tufts University
BA, Economics
Lloyd Desatnick Lloyd Desatnick's J.P. Morgan Experience 1997 - 2001
Job Senior Vice President, Commercial Real Estate
Industry Real Estate
Experience
Jones Lang LaSalle 2001 - Present
J.P. Morgan 1997 - 2001
Education
Tulane University 1979 — 1983
BA, Economics
NYU Stern School of Business
MBA, Finance
Jones Lang LaSalle 2001 - Present
J.P. Morgan 1997 - 2001
Education
Tulane University 1979 — 1983
BA, Economics
NYU Stern School of Business
MBA, Finance
Sheri Gunzenberger Sheri Gunzenberger's J.P. Morgan Experience January 2013 - September 2014
Job Recruiting Coordinator at Chobani
Industry Human Resources
Experience
Chobani September 2014 - Present
J.P. Morgan January 2013 - September 2014
StrategyJQ May 2012 - December 2012
Everyday Health August 2011 - April 2012
AOL November 2008 - August 2011
Boutiquevents June 2008 - September 2008
RPM Group June 2007 - July 2007
Skills
Creative Writing, Marketing Communications, Social Media, Social Networking, Social Media Marketing, Online Moderation, Leadership, Communication, Organizational..., Community Organizing
Education
Towson University 2004 — 2008
Bachelor of Science (B.S.), Mass Communication
Chobani September 2014 - Present
J.P. Morgan January 2013 - September 2014
StrategyJQ May 2012 - December 2012
Everyday Health August 2011 - April 2012
AOL November 2008 - August 2011
Boutiquevents June 2008 - September 2008
RPM Group June 2007 - July 2007
Skills
Creative Writing, Marketing Communications, Social Media, Social Networking, Social Media Marketing, Online Moderation, Leadership, Communication, Organizational..., Community Organizing
Education
Towson University 2004 — 2008
Bachelor of Science (B.S.), Mass Communication
Alexander Flick Alexander Flick's J.P. Morgan Experience May 2015 - Present
Job Investment Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2015 - Present
Educational Testing Service (ETS) February 2014 - May 2014
Educational Testing Service (ETS) June 2012 - January 2014
Educational Testing Service (ETS) May 2011 - August 2011
Educational Testing Service (ETS) May 2010 - August 2010
Educational Testing Service (ETS) December 2009 - January 2010
Skills
Data Analysis, SPSS, Financial Analysis, Market Research, Research, SAS programming, Financial Reporting, US GAAP, IFRS, Corporate Finance, Financial Accounting, Economic Modeling, Economic Research, Fixed Income, Equity, Equity Valuation, Statistical Modeling, Statistical Software, Equity Research, Public Finance, Derivatives, Financial Modeling, Business Ethics, Technical Reports, Data Modeling, Alternative Investments, Accounting, Investment Banking, Macroeconomics, Microeconomics, Company Valuation, Quantitative Finance, Quantitative Analytics, Financial Markets, Game Theory, Portfolio Management
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Economics, English Literature
Moorestown High School 2003 — 2008
Diploma, General Education
J.P. Morgan May 2015 - Present
Educational Testing Service (ETS) February 2014 - May 2014
Educational Testing Service (ETS) June 2012 - January 2014
Educational Testing Service (ETS) May 2011 - August 2011
Educational Testing Service (ETS) May 2010 - August 2010
Educational Testing Service (ETS) December 2009 - January 2010
Skills
Data Analysis, SPSS, Financial Analysis, Market Research, Research, SAS programming, Financial Reporting, US GAAP, IFRS, Corporate Finance, Financial Accounting, Economic Modeling, Economic Research, Fixed Income, Equity, Equity Valuation, Statistical Modeling, Statistical Software, Equity Research, Public Finance, Derivatives, Financial Modeling, Business Ethics, Technical Reports, Data Modeling, Alternative Investments, Accounting, Investment Banking, Macroeconomics, Microeconomics, Company Valuation, Quantitative Finance, Quantitative Analytics, Financial Markets, Game Theory, Portfolio Management
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Economics, English Literature
Moorestown High School 2003 — 2008
Diploma, General Education
Charles Disston's J.P. Morgan Experience June 2012 - August 2012
Job Investment Banking / Sales & Trading
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
J.P. Morgan June 2012 - August 2012
Kraft Foods January 2011 - June 2011
United States Army November 2009 - October 2010
United States Army July 2008 - November 2009
United States Army December 2007 - July 2008
United States Army May 2003 - December 2007
Skills
Military, Leadership, Operational Planning, Cross-functional Team..., Army, Military Operations, Financial Analysis, Security Clearance, Financial Modeling, Risk Management, Government, Program Management, Operations Management, Strategic Planning, Team Leadership, Project Management, Process Improvement, Financial Markets, Business Modeling, Military Aviation, Financial Planning, Financial Technology, Investment Banking, Real Estate, Investment Management, Investment Advisory, Business Development, Sales, Equity Derivatives, Credit Derivatives, Interest Rate..., Hedging, US Equities, Trading Strategies, Trading, Media Sales, Brand Management, Brand Equity, Brand Awareness, Brand Development, Branding & Identity, Human Capital Management, Human Resource...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Economics, Finance, and Accounting
Tulane University 1999 — 2003
BSM/BA, Finance and Political Economy
Bank of America Merrill Lynch July 2013 - Present
J.P. Morgan June 2012 - August 2012
Kraft Foods January 2011 - June 2011
United States Army November 2009 - October 2010
United States Army July 2008 - November 2009
United States Army December 2007 - July 2008
United States Army May 2003 - December 2007
Skills
Military, Leadership, Operational Planning, Cross-functional Team..., Army, Military Operations, Financial Analysis, Security Clearance, Financial Modeling, Risk Management, Government, Program Management, Operations Management, Strategic Planning, Team Leadership, Project Management, Process Improvement, Financial Markets, Business Modeling, Military Aviation, Financial Planning, Financial Technology, Investment Banking, Real Estate, Investment Management, Investment Advisory, Business Development, Sales, Equity Derivatives, Credit Derivatives, Interest Rate..., Hedging, US Equities, Trading Strategies, Trading, Media Sales, Brand Management, Brand Equity, Brand Awareness, Brand Development, Branding & Identity, Human Capital Management, Human Resource...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Economics, Finance, and Accounting
Tulane University 1999 — 2003
BSM/BA, Finance and Political Economy
Christian Wiederkehr's J.P. Morgan Experience September 2014 - November 2014
Job Trainee at Aseguro S.A. (ACE Insurance)
Industry Banking
Experience
Aseguro S.A. (ACE Insurance) April 2015 - Present
J.P. Morgan September 2014 - November 2014
Brooks Development Authority March 2014 - June 2014
FreeFlow Research March 2014 - May 2014
MCH Training May 2013 - July 2013
Skills
Marketing, Marketing Communications, Research, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Leadership, Spanish, Economics, Facebook, Editing
Education
Trinity University 2010 — 2014
Bachelor's Degree, Business Administration, Finance and Economics Concentrations, 3.01
Aseguro S.A. (ACE Insurance) April 2015 - Present
J.P. Morgan September 2014 - November 2014
Brooks Development Authority March 2014 - June 2014
FreeFlow Research March 2014 - May 2014
MCH Training May 2013 - July 2013
Skills
Marketing, Marketing Communications, Research, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Leadership, Spanish, Economics, Facebook, Editing
Education
Trinity University 2010 — 2014
Bachelor's Degree, Business Administration, Finance and Economics Concentrations, 3.01
Holly Wilson's J.P. Morgan Experience July 2010 - December 2010
Job Business Development Representative at Gridium
Industry Environmental Services
Experience
Gridium September 2015 - Present
F50 April 2015 - May 2015
Meister Consultants Group June 2014 - March 2015
Meister Consultants Group March 2013 - June 2014
Investours, Inc. September 2011 - March 2012
British Consulate-General Boston June 2011 - 2011
J.P. Morgan July 2010 - December 2010
Massachusetts Recovery and Reinvestment Office June 2010 - August 2010
Skills
International Relations, Politics, Microsoft Office, Writing, Marketing, Research, Data Analysis, Policy, Policy Analysis, Renewable Energy, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Management, Community Outreach, Strategy, Event Planning, Editing, Project Management, Analysis, Leadership, Microsoft Word, Entrepreneurship, Program Management, Communication, Customer Service
Education
Tufts University 2009 — 2012
Bachelor's degree, International Relations, German
University of California, Davis 2008 — 2009
Economics
Gridium September 2015 - Present
F50 April 2015 - May 2015
Meister Consultants Group June 2014 - March 2015
Meister Consultants Group March 2013 - June 2014
Investours, Inc. September 2011 - March 2012
British Consulate-General Boston June 2011 - 2011
J.P. Morgan July 2010 - December 2010
Massachusetts Recovery and Reinvestment Office June 2010 - August 2010
Skills
International Relations, Politics, Microsoft Office, Writing, Marketing, Research, Data Analysis, Policy, Policy Analysis, Renewable Energy, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Management, Community Outreach, Strategy, Event Planning, Editing, Project Management, Analysis, Leadership, Microsoft Word, Entrepreneurship, Program Management, Communication, Customer Service
Education
Tufts University 2009 — 2012
Bachelor's degree, International Relations, German
University of California, Davis 2008 — 2009
Economics
Dana Schwaeber's J.P. Morgan Experience October 2010 - March 2011
Job Associate Consultant, Banking at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates November 2013 - Present
Greenwich Associates February 2013 - Present
Greenwich Associates April 2011 - January 2013
J.P. Morgan October 2010 - March 2011
Hedge Harbor November 2009 - October 2010
OppenheimerFunds 2007 - 2008
Skills
Competitive Intelligence, Financial Services, Market Research, Marketing
Education
Tulane University 2005 — 2009
Bachelor of Science (B.S.), Finance, Consumer Behavior
Greenwich Associates November 2013 - Present
Greenwich Associates February 2013 - Present
Greenwich Associates April 2011 - January 2013
J.P. Morgan October 2010 - March 2011
Hedge Harbor November 2009 - October 2010
OppenheimerFunds 2007 - 2008
Skills
Competitive Intelligence, Financial Services, Market Research, Marketing
Education
Tulane University 2005 — 2009
Bachelor of Science (B.S.), Finance, Consumer Behavior
Anna Simonovsky Anna Simonovsky's J.P. Morgan Experience July 2011 - August 2011
Job Trading Integrations Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group July 2015 - Present
Council on Foreign Relations June 2014 - August 2014
Knesset June 2013 - August 2013
American Jewish Committee May 2012 - August 2012
J.P. Morgan July 2011 - August 2011
J.P. Morgan July 2010 - August 2010
New York Office of Children and Family Services July 2009 - August 2009
Skills
Microsoft Office, Public Speaking, Research, Social Media, International Relations, Event Planning, Microsoft Excel, Leadership, Spanish, Nonprofits, Data Analysis, Fundraising
Education
Tufts University 2011 — 2015
International Relations, Minor in Entrepreneurial Leadership
Universidad de Sevilla 2014 — 2014
Study Abroad
Bronx High School of Science 2007 — 2011
High School Diploma
Eze Software Group July 2015 - Present
Council on Foreign Relations June 2014 - August 2014
Knesset June 2013 - August 2013
American Jewish Committee May 2012 - August 2012
J.P. Morgan July 2011 - August 2011
J.P. Morgan July 2010 - August 2010
New York Office of Children and Family Services July 2009 - August 2009
Skills
Microsoft Office, Public Speaking, Research, Social Media, International Relations, Event Planning, Microsoft Excel, Leadership, Spanish, Nonprofits, Data Analysis, Fundraising
Education
Tufts University 2011 — 2015
International Relations, Minor in Entrepreneurial Leadership
Universidad de Sevilla 2014 — 2014
Study Abroad
Bronx High School of Science 2007 — 2011
High School Diploma
Elizabeth Koelle Elizabeth Koelle's J.P. Morgan Experience May 2012 - August 2012
Job Business Development Manager at IBISWorld
Industry Information Services
Experience
IBISWorld July 2015 - Present
GQR Global Markets April 2014 - March 2015
Argot Partners, LLC October 2013 - April 2014
Madeline Elizabeth Home January 2013 - February 2014
J.P. Morgan May 2012 - August 2012
Coleman Research Group May 2011 - July 2011
Trinity College - Hartford February 2011 - May 2011
CK Bradley May 2009 - September 2010
Skills
Marketing, Financial Analysis, Social Media, Economics, Market Research, Sales, Event Planning, Social Media Marketing, Marketing Strategy, Risk Management, Entrepreneurship, Salesforce.com, C++, Trading, Advertising Sales, Python, Quantitative Analytics, Algorithm Development, Trading Systems, Commodity Markets, Energy, Information Technology, High Frequency Trading, Internal Audit, Technical Recruiting, Tax Accounting, Investment Management, Global Talent..., Talent Acquisition, Key Account Management, Oil & Gas, Microsoft Office, Management
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), History
Rocky Hill School
Kent School
IBISWorld July 2015 - Present
GQR Global Markets April 2014 - March 2015
Argot Partners, LLC October 2013 - April 2014
Madeline Elizabeth Home January 2013 - February 2014
J.P. Morgan May 2012 - August 2012
Coleman Research Group May 2011 - July 2011
Trinity College - Hartford February 2011 - May 2011
CK Bradley May 2009 - September 2010
Skills
Marketing, Financial Analysis, Social Media, Economics, Market Research, Sales, Event Planning, Social Media Marketing, Marketing Strategy, Risk Management, Entrepreneurship, Salesforce.com, C++, Trading, Advertising Sales, Python, Quantitative Analytics, Algorithm Development, Trading Systems, Commodity Markets, Energy, Information Technology, High Frequency Trading, Internal Audit, Technical Recruiting, Tax Accounting, Investment Management, Global Talent..., Talent Acquisition, Key Account Management, Oil & Gas, Microsoft Office, Management
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), History
Rocky Hill School
Kent School
Matthew Haimowitz Matthew Haimowitz's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Financial Resources, Inc. May 2012 - August 2012
AnyClip June 2012 - July 2012
Office of Representative Alice Peisch (14th Norfolk) February 2011 - May 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Finance, Middle Eastern Studies, Summa Cum Laude
Danish Institute for Study Abroad (DIS)
Copenhagen, Denmark, Global Economics Program
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Financial Resources, Inc. May 2012 - August 2012
AnyClip June 2012 - July 2012
Office of Representative Alice Peisch (14th Norfolk) February 2011 - May 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Finance, Middle Eastern Studies, Summa Cum Laude
Danish Institute for Study Abroad (DIS)
Copenhagen, Denmark, Global Economics Program
Kenneth Cohen's J.P. Morgan Experience May 2013 - August 2013
Job Product Manager at Handy
Industry Internet
Experience
Handy June 2014 - Present
Bullhorn August 2013 - April 2014
Tufts Student Resources January 2013 - December 2013
J.P. Morgan May 2013 - August 2013
Three Ocean Partners LLC June 2012 - August 2012
Samson Investment Company June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Microsoft Excel
Education
Tufts University 2010 — 2014
BSc, Quantitative Economics
Holland Hall School 2006 — 2010
High School Diploma
Handy June 2014 - Present
Bullhorn August 2013 - April 2014
Tufts Student Resources January 2013 - December 2013
J.P. Morgan May 2013 - August 2013
Three Ocean Partners LLC June 2012 - August 2012
Samson Investment Company June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Microsoft Excel
Education
Tufts University 2010 — 2014
BSc, Quantitative Economics
Holland Hall School 2006 — 2010
High School Diploma
Funmi Wellington Funmi Wellington's J.P. Morgan Experience June 2015 - August 2015
Job Recent Graduate
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
T. Rowe Price October 2014 - November 2014
Morgan Stanley June 2014 - August 2014
Towson University August 2013 - May 2014
Towson University Investment Group September 2013 - December 2013
NIC Bank Kenya May 2008 - May 2008
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Research, English, Time Management, Accounts Payable, Management, Finance
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
St Andrews International School 2009 — 2011
A Level Qualification, Math, Chemistry, Economics
Braeburn 2006 — 2009
J.P. Morgan June 2015 - August 2015
T. Rowe Price October 2014 - November 2014
Morgan Stanley June 2014 - August 2014
Towson University August 2013 - May 2014
Towson University Investment Group September 2013 - December 2013
NIC Bank Kenya May 2008 - May 2008
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Research, English, Time Management, Accounts Payable, Management, Finance
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
St Andrews International School 2009 — 2011
A Level Qualification, Math, Chemistry, Economics
Braeburn 2006 — 2009
Christopher Parlapiano's J.P. Morgan Experience 2011 - 2014
Job Senior Consultant at SunGard
Industry Financial Services
Experience
SunGard 2015 - Present
BlueMountain Capital Management 2014 - 2015
J.P. Morgan 2011 - 2014
Merrill Lynch 2007 - 2011
Suffolk Group LLC 2006 - 2007
Morgan Stanley Smith Barney 2004 - 2006
Skills
Investments, Investment Banking, Relationship Management, Fixed Income, Global Custody, Finance, Equities, Investment Management, Alternative Investments, Securities, Mutual Funds, Private Equity, Banking, Hedge Funds, Asset Management, Management
Education
Towson University
BA - BUAD
Towson University
BA - COSC
Locust Valley High School
SunGard 2015 - Present
BlueMountain Capital Management 2014 - 2015
J.P. Morgan 2011 - 2014
Merrill Lynch 2007 - 2011
Suffolk Group LLC 2006 - 2007
Morgan Stanley Smith Barney 2004 - 2006
Skills
Investments, Investment Banking, Relationship Management, Fixed Income, Global Custody, Finance, Equities, Investment Management, Alternative Investments, Securities, Mutual Funds, Private Equity, Banking, Hedge Funds, Asset Management, Management
Education
Towson University
BA - BUAD
Towson University
BA - COSC
Locust Valley High School
Jonathan Parker Jonathan Parker's J.P. Morgan Experience 2008 - May 2015
Job Head of Technology Business Management at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial June 2015 - Present
J.P. Morgan 2008 - May 2015
Skills
Financial Analysis, Corporate Finance, Leadership, Investment Banking, Investments, Financial Modeling, Strategy, Analysis, Business Process, Management, Risk Management, Project Management, Strategic Planning, Business Strategy, Business Analysis, Business Intelligence, Business Process..., Mergers & Acquisitions, Cross-functional Team..., Program Management, Team Leadership, Vendor Management, Change Management, Internal Controls, PMO, Budget Process, Budgets, Operations Management, IT Operations, ITIL, Management Consulting, Critical Thinking, Leading Organizational..., Project Portfolio..., Project Finance, Financial Projection, Collaborative Leadership, Culture Change, Contract Negotiation, Finance, Managerial Finance, Performance Management, Team Building, Process Improvement
Education
Truman State University 1989 — 1994
Bachelor of Arts (B.A.), Liberal Arts
Great-West Financial June 2015 - Present
J.P. Morgan 2008 - May 2015
Skills
Financial Analysis, Corporate Finance, Leadership, Investment Banking, Investments, Financial Modeling, Strategy, Analysis, Business Process, Management, Risk Management, Project Management, Strategic Planning, Business Strategy, Business Analysis, Business Intelligence, Business Process..., Mergers & Acquisitions, Cross-functional Team..., Program Management, Team Leadership, Vendor Management, Change Management, Internal Controls, PMO, Budget Process, Budgets, Operations Management, IT Operations, ITIL, Management Consulting, Critical Thinking, Leading Organizational..., Project Portfolio..., Project Finance, Financial Projection, Collaborative Leadership, Culture Change, Contract Negotiation, Finance, Managerial Finance, Performance Management, Team Building, Process Improvement
Education
Truman State University 1989 — 1994
Bachelor of Arts (B.A.), Liberal Arts
Chris Conoscenti's J.P. Morgan Experience May 2012 - April 2014
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
J.P. Morgan May 2012 - April 2014
J.P. Morgan January 2009 - May 2012
J.P. Morgan January 2006 - January 2009
J.P. Morgan July 2001 - January 2006
Skills
Mergers & Acquisitions, Equity Capital Markets, High Yield Bonds, Debt capital markets, Oil & Gas Industry, Capital Markets, Energy Industry, Investment Banking, Corporate Finance, Valuation, Investments, Equities, Finance, Financial Analysis, Financial Modeling, Management, Risk Management
Education
Tulane University 1997 — 2001
J.D. / M.B.A., Finance
University of Notre Dame 1993 — 1997
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2014 - Present
J.P. Morgan May 2012 - April 2014
J.P. Morgan January 2009 - May 2012
J.P. Morgan January 2006 - January 2009
J.P. Morgan July 2001 - January 2006
Skills
Mergers & Acquisitions, Equity Capital Markets, High Yield Bonds, Debt capital markets, Oil & Gas Industry, Capital Markets, Energy Industry, Investment Banking, Corporate Finance, Valuation, Investments, Equities, Finance, Financial Analysis, Financial Modeling, Management, Risk Management
Education
Tulane University 1997 — 2001
J.D. / M.B.A., Finance
University of Notre Dame 1993 — 1997
Bachelor of Arts (B.A.), Economics
Wes Caywood Wes Caywood's J.P. Morgan Experience May 2012 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
Daniel Schmitz Daniel Schmitz's J.P. Morgan Experience July 2010 - July 2013
Job Vice President at Stonepeak Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Stonepeak Infrastructure Partners July 2013 - Present
J.P. Morgan July 2010 - July 2013
JP Morgan June 2009 - August 2009
IBM Global Business Services September 2006 - August 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Tulane University 2005 — 2006
MA, Economics, 3.8 GPA
Tulane University 2002 — 2005
BS, Economics, 3.9 GPA
Stonepeak Infrastructure Partners July 2013 - Present
J.P. Morgan July 2010 - July 2013
JP Morgan June 2009 - August 2009
IBM Global Business Services September 2006 - August 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Tulane University 2005 — 2006
MA, Economics, 3.8 GPA
Tulane University 2002 — 2005
BS, Economics, 3.9 GPA
Michael Ashton, CFA Michael Ashton, CFA's J.P. Morgan Experience July 1994 - July 1996
Job Inflation Products and Markets Expert
Industry Investment Management
Experience
Enduring Investments LLC February 2009 - Present
Natixis December 2005 - February 2009
Ashton Analytics, LLC September 2004 - December 2005
Barclays Capital January 2001 - August 2004
Deutsche Bank July 1999 - December 2000
Ashton Analytics, Inc. July 1997 - June 1999
Bankers Trust August 1996 - June 1997
J.P. Morgan July 1994 - July 1996
Garvin Guybutler & Co July 1993 - June 1994
Technical Data July 1990 - June 1993
Skills
Inflation, Options, Interest Rate..., Economics, Econometrics, Entrepreneurship, Writing, Arbitrage, Commodities, Futures, Fixed Income, Commodity, Derivatives, Trading, Rates, Swaps, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, Long Distance Running, Market Analysis, Coaching, Structured Products, Risk Management, Investments, Investment Management, Treasury, Credit Derivatives, Alternative Investments, Institutional..., Market Risk, Finance, Equity Derivatives, Emerging Markets, Fund Of Funds, Electronic Trading, ETFs, Interest Rates, CDS
Education
Trinity University 1986 — 1990
B.A., Economics
Nolan 1982 — 1986
Enduring Investments LLC February 2009 - Present
Natixis December 2005 - February 2009
Ashton Analytics, LLC September 2004 - December 2005
Barclays Capital January 2001 - August 2004
Deutsche Bank July 1999 - December 2000
Ashton Analytics, Inc. July 1997 - June 1999
Bankers Trust August 1996 - June 1997
J.P. Morgan July 1994 - July 1996
Garvin Guybutler & Co July 1993 - June 1994
Technical Data July 1990 - June 1993
Skills
Inflation, Options, Interest Rate..., Economics, Econometrics, Entrepreneurship, Writing, Arbitrage, Commodities, Futures, Fixed Income, Commodity, Derivatives, Trading, Rates, Swaps, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, Long Distance Running, Market Analysis, Coaching, Structured Products, Risk Management, Investments, Investment Management, Treasury, Credit Derivatives, Alternative Investments, Institutional..., Market Risk, Finance, Equity Derivatives, Emerging Markets, Fund Of Funds, Electronic Trading, ETFs, Interest Rates, CDS
Education
Trinity University 1986 — 1990
B.A., Economics
Nolan 1982 — 1986
Jack Kidd's J.P. Morgan Experience July 2015 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Trinity College - Hartford January 2015 - May 2015
Cornerstone Real Estate Advisers September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
JLL January 2014 - May 2014
Alpha Capital Management, LLC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2015 - Present
Trinity College - Hartford January 2015 - May 2015
Cornerstone Real Estate Advisers September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
JLL January 2014 - May 2014
Alpha Capital Management, LLC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Lauren Bratton Lauren Bratton's J.P. Morgan Experience December 2014 - Present
Job JP Morgan Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Morgan Stanley June 2013 - December 2014
Mariner Finance November 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Valuation, Bloomberg, Banking, Finance, Equities, Portfolio Management, Fixed Income
Education
Towson University
Bachelor of Applied Science (B.A.Sc.), Finance, General
J.P. Morgan December 2014 - Present
Morgan Stanley June 2013 - December 2014
Mariner Finance November 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Valuation, Bloomberg, Banking, Finance, Equities, Portfolio Management, Fixed Income
Education
Towson University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Vanessa Lin McGraw's J.P. Morgan Experience June 2013 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Ziegler May 2012 - August 2012
Illinois Finance Authority June 2011 - September 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts, Quantitative Economics
Zhejiang University 2012 — 2012
Chinese Language and Culture
Naperville Central High School (NCHS) 2006 — 2010
J.P. Morgan June 2013 - Present
Ziegler May 2012 - August 2012
Illinois Finance Authority June 2011 - September 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts, Quantitative Economics
Zhejiang University 2012 — 2012
Chinese Language and Culture
Naperville Central High School (NCHS) 2006 — 2010
Alexander Freiberg's J.P. Morgan Experience August 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2014
Tufts Student Resources December 2010 - December 2012
J.P. Morgan June 2012 - August 2012
Tufts Financial Group 2010 - 2012
Miller Tabak + Co., LLC June 2011 - August 2011
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), Economics, Magna Cum Laude
The Head-Royce School 2004 — 2009
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2014
Tufts Student Resources December 2010 - December 2012
J.P. Morgan June 2012 - August 2012
Tufts Financial Group 2010 - 2012
Miller Tabak + Co., LLC June 2011 - August 2011
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), Economics, Magna Cum Laude
The Head-Royce School 2004 — 2009
Bennett Gillogly Bennett Gillogly's J.P. Morgan Experience May 2015 - Present
Job Reputation Risk Analyst at J.P. Morgan
Industry Public Policy
Experience
J.P. Morgan May 2015 - Present
Sidley Austin LLP June 2014 - May 2015
National Republican Congressional Committee May 2013 - August 2013
Massachusetts Victory for Scott Brown September 2012 - November 2012
Massachusetts Victory for Scott Brown August 2012 - September 2012
United States Senate - Sen. Scott Brown May 2012 - August 2012
Skills
Politics, Public Speaking, Political Campaigns, Research, Policy Analysis, Political Science, Public Policy, International Relations, Social Media, Policy, Strategic Communications, Leadership, Political Communication, Legislation, Economics, Press Releases, Highly Ambitious, Legislative Relations, Fundraising, Consulting
Education
Tufts University 2010 — 2014
Bachelor's Degree, Political Science and Government
The Westminster Schools 2006 — 2010
J.P. Morgan May 2015 - Present
Sidley Austin LLP June 2014 - May 2015
National Republican Congressional Committee May 2013 - August 2013
Massachusetts Victory for Scott Brown September 2012 - November 2012
Massachusetts Victory for Scott Brown August 2012 - September 2012
United States Senate - Sen. Scott Brown May 2012 - August 2012
Skills
Politics, Public Speaking, Political Campaigns, Research, Policy Analysis, Political Science, Public Policy, International Relations, Social Media, Policy, Strategic Communications, Leadership, Political Communication, Legislation, Economics, Press Releases, Highly Ambitious, Legislative Relations, Fundraising, Consulting
Education
Tufts University 2010 — 2014
Bachelor's Degree, Political Science and Government
The Westminster Schools 2006 — 2010
Phoebe Prah's J.P. Morgan Experience June 2015 - Present
Job 2015 Treasury Services Summer Analyst
Industry Computer Software
Experience
J.P. Morgan June 2015 - Present
Tufts Technology Services January 2015 - Present
pymetrics October 2014 - Present
The Doe Fund,Inc June 2014 - August 2014
The Golden Baobab October 2012 - July 2013
Human Rights Advocacy Centre July 2012 - September 2012
Skills
Poetry, Editing, Strategic Communications, Writing, Designing, Program Evaluation, Fundraising, Research, Grant Writing, Program Management, Social Media Marketing, Entrepreneurship, Community Development, Community Outreach, Creative Solutions
Education
Tufts University 2013 — 2017
Economics, Liberal Arts and Sciences/Liberal Studies
SOS Hermann-Gmeiner International College 2010 — 2012
IB Diploma, French, History, Economics
Ghana International School 1999 — 2010
IGCSE
J.P. Morgan June 2015 - Present
Tufts Technology Services January 2015 - Present
pymetrics October 2014 - Present
The Doe Fund,Inc June 2014 - August 2014
The Golden Baobab October 2012 - July 2013
Human Rights Advocacy Centre July 2012 - September 2012
Skills
Poetry, Editing, Strategic Communications, Writing, Designing, Program Evaluation, Fundraising, Research, Grant Writing, Program Management, Social Media Marketing, Entrepreneurship, Community Development, Community Outreach, Creative Solutions
Education
Tufts University 2013 — 2017
Economics, Liberal Arts and Sciences/Liberal Studies
SOS Hermann-Gmeiner International College 2010 — 2012
IB Diploma, French, History, Economics
Ghana International School 1999 — 2010
IGCSE
Scott Travers Scott Travers's J.P. Morgan Experience January 2014 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan April 2010 - December 2013
J.P. Morgan June 2007 - March 2010
Skills
Series 7, Equities, Alternative Investments, Series 63, Hedge Funds, Financial Modeling, Bloomberg, Asset Management, Capital Markets
Education
Tufts University 2003 — 2007
Economics
J.P. Morgan January 2014 - Present
J.P. Morgan April 2010 - December 2013
J.P. Morgan June 2007 - March 2010
Skills
Series 7, Equities, Alternative Investments, Series 63, Hedge Funds, Financial Modeling, Bloomberg, Asset Management, Capital Markets
Education
Tufts University 2003 — 2007
Economics
Anne (McCormick) Samuel's J.P. Morgan Experience July 2011 - Present
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
Maria Bonds Maria Bonds's J.P. Morgan Experience May 2015 - Present
Job
Industry Banking
Experience
J.P. Morgan May 2015 - Present
Skills
Microsoft Office
Education
Touro College 2014 — 2017
Bachelor of Education (B.Ed.), Education/Teaching of Individuals with Speech or Language Impairments
J.P. Morgan May 2015 - Present
Skills
Microsoft Office
Education
Touro College 2014 — 2017
Bachelor of Education (B.Ed.), Education/Teaching of Individuals with Speech or Language Impairments
Long Nguyen Long Nguyen's J.P. Morgan Experience September 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - September 2014
Penn Square Capital February 2013 - May 2013
Villanova University May 2012 - May 2013
infosnap June 2010 - January 2012
Euromonitor International (Asia) Pte Ltd March 2009 - June 2009
Komatsu Vietnam December 2008 - February 2009
InterContinental Hanoi Westlake, Vietnam June 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Project Management, Marketing, Bloomberg Terminal, Management, Research, Leveraged Finance, Leveraged Lending, Credit Risk, Credit Analysis, LBO, M&A analysis
Education
Villanova University 2012 — 2013
MSF, Finance and Financial Management Services
Trinity University 2006 — 2010
Bachelor of Science, Business Administration
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - September 2014
Penn Square Capital February 2013 - May 2013
Villanova University May 2012 - May 2013
infosnap June 2010 - January 2012
Euromonitor International (Asia) Pte Ltd March 2009 - June 2009
Komatsu Vietnam December 2008 - February 2009
InterContinental Hanoi Westlake, Vietnam June 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Project Management, Marketing, Bloomberg Terminal, Management, Research, Leveraged Finance, Leveraged Lending, Credit Risk, Credit Analysis, LBO, M&A analysis
Education
Villanova University 2012 — 2013
MSF, Finance and Financial Management Services
Trinity University 2006 — 2010
Bachelor of Science, Business Administration
Alex Kowalski Alex Kowalski's J.P. Morgan Experience June 2015 - Present
Job Student at Vanderbilt University
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Vanderbilt University December 2013 - Present
Nestlé Waters North America June 2014 - August 2014
Private Client Resources, LLC June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Facebook, Outlook, Microsoft Word, Microsoft Office
Education
Vanderbilt University 2012 — 2016
Mathematics and Economics
Trinity College, Dublin 2014 — 2014
Study Abroad, Business and Economics
J.P. Morgan June 2015 - Present
Vanderbilt University December 2013 - Present
Nestlé Waters North America June 2014 - August 2014
Private Client Resources, LLC June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Facebook, Outlook, Microsoft Word, Microsoft Office
Education
Vanderbilt University 2012 — 2016
Mathematics and Economics
Trinity College, Dublin 2014 — 2014
Study Abroad, Business and Economics
Lindsay (Bland) Axerio-Cilies, CFA Lindsay (Bland) Axerio-Cilies, CFA's J.P. Morgan Experience June 2009 - May 2011
Job Associate, BlackRock
Industry Financial Services
Experience
BlackRock February 2013 - Present
BlackRock May 2011 - February 2013
J.P. Morgan June 2009 - May 2011
UBS Wealth Management 2008 - 2009
Teach for America 2005 - 2007
Skills
Asset Management, ETFs, Mutual Funds, Wealth Management, Equities, Fixed Income, Investments, Series 7, Asset Allocation, Series 63, Financial Analysis, Alternative Investments
Education
Trinity University 2001 — 2005
Bachelor's degree, Psychology, Cum Laude
BlackRock February 2013 - Present
BlackRock May 2011 - February 2013
J.P. Morgan June 2009 - May 2011
UBS Wealth Management 2008 - 2009
Teach for America 2005 - 2007
Skills
Asset Management, ETFs, Mutual Funds, Wealth Management, Equities, Fixed Income, Investments, Series 7, Asset Allocation, Series 63, Financial Analysis, Alternative Investments
Education
Trinity University 2001 — 2005
Bachelor's degree, Psychology, Cum Laude
John Cannizaro's J.P. Morgan Experience 1989 - 2011
Job Real Estate and Oil & Gas Manager for Hancock and Whitney Banks
Industry Banking
Experience
Hancock & Whitney Banks 2011 - Present
States of Louisiana and North Carolina September 1977 - Present
J.P. Morgan 1989 - 2011
First Commerce Corporation/Bank One/JPMorgan Chase 1989 - 2010
Skills
Real Estate, REO, Investment Properties, Sellers, Banking, Brokerage, Management, Real Estate Economics, Valuation, Commercial Real Estate, Mortgage Lending, Commercial Lending, Loan Origination, Asset Management, Investments, Commercial Mortgages, Real Estate Transactions, Credit, Portfolio Management, Residential Mortgages, Underwriting, Appraisals, Mortgage Banking, First Time Home Buyers, Wealth Management, Loans
Education
Tulane University
BA, Paralegal Studies
Hancock & Whitney Banks 2011 - Present
States of Louisiana and North Carolina September 1977 - Present
J.P. Morgan 1989 - 2011
First Commerce Corporation/Bank One/JPMorgan Chase 1989 - 2010
Skills
Real Estate, REO, Investment Properties, Sellers, Banking, Brokerage, Management, Real Estate Economics, Valuation, Commercial Real Estate, Mortgage Lending, Commercial Lending, Loan Origination, Asset Management, Investments, Commercial Mortgages, Real Estate Transactions, Credit, Portfolio Management, Residential Mortgages, Underwriting, Appraisals, Mortgage Banking, First Time Home Buyers, Wealth Management, Loans
Education
Tulane University
BA, Paralegal Studies
Anna Smith's J.P. Morgan Experience November 2013 - July 2014
Job Talent Manager at Atrium Staffing
Industry Financial Services
Experience
Atrium Staffing August 2014 - Present
J.P. Morgan November 2013 - July 2014
Bloomberg LP June 2012 - November 2013
Bloomberg LP June 2011 - August 2011
Capital Lease Funding June 2010 - August 2010
Skills
Bloomberg Certified in..., Certified in Microsoft..., Series 7, Series 63, Investments, Leadership, Finance, Fixed Income, Analysis, Portfolio Management, Equities, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Double major: Finance and Marketing
INSEEC-MBA Institute
Study Abroad Program, Fall 2010
Westfield Senior High School 2004 — 2008
Atrium Staffing August 2014 - Present
J.P. Morgan November 2013 - July 2014
Bloomberg LP June 2012 - November 2013
Bloomberg LP June 2011 - August 2011
Capital Lease Funding June 2010 - August 2010
Skills
Bloomberg Certified in..., Certified in Microsoft..., Series 7, Series 63, Investments, Leadership, Finance, Fixed Income, Analysis, Portfolio Management, Equities, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Double major: Finance and Marketing
INSEEC-MBA Institute
Study Abroad Program, Fall 2010
Westfield Senior High School 2004 — 2008
Cassie Daniels-Tobias Cassie Daniels-Tobias's J.P. Morgan Experience November 2008 - January 2014
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
JPMorgan Chase January 2014 - Present
J.P. Morgan November 2008 - January 2014
SIMM Associates, Inc. January 2006 - November 2008
Skills
Project Portfolio..., Project Planning, Microsoft Office, Project Governance, Program Management, Business Process..., System Migration, Process Migration, People Development, Event Management, Internal Communications, Development & delivery..., Public Speaking
Education
Towson University
Bachelor of Science, Family Studies and Community Development
JPMorgan Chase January 2014 - Present
J.P. Morgan November 2008 - January 2014
SIMM Associates, Inc. January 2006 - November 2008
Skills
Project Portfolio..., Project Planning, Microsoft Office, Project Governance, Program Management, Business Process..., System Migration, Process Migration, People Development, Event Management, Internal Communications, Development & delivery..., Public Speaking
Education
Towson University
Bachelor of Science, Family Studies and Community Development
Lucius Fowler Lucius Fowler's J.P. Morgan Experience 1980 - 1992
Job Partner, Douglass Winthrop Advisors, LLC
Industry Investment Management
Experience
Fiduciary Trust Company 1993 - August 2015
Northcott Hospitality, LLC and AmericInn International, LLC 1992 - 2005
J.P. Morgan 1980 - 1992
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Asset Allocation, Equities, Wealth Management, High Net Worth..., Wealth Management..., Fixed Income, Mutual Funds, Securities, Capital Markets, Portfolio Management, Investment Management, Strategic Planning, Private Equity, Financial Modeling, Due Diligence, Investment Strategies, Valuation, Financial Services, Financial Analysis, Management
Education
Tufts University 1974 — 1978
Bachelor of Science (BS), Biology, General
Tufts University 1974 — 1978
BS, Biology/Biological Sciences, General
Fiduciary Trust Company 1993 - August 2015
Northcott Hospitality, LLC and AmericInn International, LLC 1992 - 2005
J.P. Morgan 1980 - 1992
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Asset Allocation, Equities, Wealth Management, High Net Worth..., Wealth Management..., Fixed Income, Mutual Funds, Securities, Capital Markets, Portfolio Management, Investment Management, Strategic Planning, Private Equity, Financial Modeling, Due Diligence, Investment Strategies, Valuation, Financial Services, Financial Analysis, Management
Education
Tufts University 1974 — 1978
Bachelor of Science (BS), Biology, General
Tufts University 1974 — 1978
BS, Biology/Biological Sciences, General
Sabiel Ventura Sabiel Ventura's J.P. Morgan Experience May 2014 - Present
Job Alternatives Product Development Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan June 2012 - May 2014
J.P. Morgan June 2009 - January 2012
J.P. Morgan July 2004 - July 2008
Skills
Project Management, Risk Management, Commutations, Leadership, Partnering, Energetic Self-Starter, True Team Player, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Microsoft Office..., InfoPath, PowerPoint, Visio, Quality Center, Trading
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Arts (B.A.), Asian Studies/Civilization
J.P. Morgan May 2014 - Present
J.P. Morgan June 2012 - May 2014
J.P. Morgan June 2009 - January 2012
J.P. Morgan July 2004 - July 2008
Skills
Project Management, Risk Management, Commutations, Leadership, Partnering, Energetic Self-Starter, True Team Player, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Microsoft Office..., InfoPath, PowerPoint, Visio, Quality Center, Trading
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Arts (B.A.), Asian Studies/Civilization
Ari Lopez's J.P. Morgan Experience June 2012 - July 2012
Job Oil & Valves Components Manufacturers
Industry Oil & Energy
Experience
Artmark Products Corporation 2013 - Present
J.P. Morgan June 2012 - July 2012
HSBC April 2012 - May 2012
SINSA Hardware April 2010 - August 2010
Skills
International Business..., Financial Modeling, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Entrepreneurship/Entrepreneurial Studies, Business Law
American Nicaraguan School 1994 — 2009
Elementary & High School
Artmark Products Corporation 2013 - Present
J.P. Morgan June 2012 - July 2012
HSBC April 2012 - May 2012
SINSA Hardware April 2010 - August 2010
Skills
International Business..., Financial Modeling, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Entrepreneurship/Entrepreneurial Studies, Business Law
American Nicaraguan School 1994 — 2009
Elementary & High School
Carrington Joy Finnen Carrington Joy Finnen's J.P. Morgan Experience August 2013 - Present
Job Associate at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Education
Trinity College-Hartford 2009 — 2013
Bachelor's degree
The Hill School 2008 — 2009
Chatham High School 2004 — 2008
J.P. Morgan August 2013 - Present
Education
Trinity College-Hartford 2009 — 2013
Bachelor's degree
The Hill School 2008 — 2009
Chatham High School 2004 — 2008
Ayaas Bhamla Ayaas Bhamla's J.P. Morgan Experience August 2011 - January 2013
Job AVP at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2013 - Present
Deutsche Bank March 2013 - October 2013
J.P. Morgan August 2011 - January 2013
ALaS Consulting LLC June 2011 - January 2013
UBS Wealth Management September 2010 - May 2011
Thomson Reuters June 2010 - August 2010
Thomson Reuters May 2008 - June 2010
Contact Networks September 2007 - April 2008
Polaris Venture Partners May 2006 - July 2006
Skills
Bloomberg, Strategy, Economics, Market Risk, Credit Risk, Microsoft Excel, Sales, CVA, ThomsonOne, Greeks, ISDA, Office 2010, Trading, Valuations, Intex, Financial Modeling, Finance, Financial Services, Risk Management, Investment Banking, Financial Analysis, Fixed Income, Valuation
Education
Trinity College-Hartford 2006 — 2011
BS Economics, BA Political Science c.i. International Relations, Economics
Weston High School 2002 — 2006
Diploma
Deutsche Bank October 2013 - Present
Deutsche Bank March 2013 - October 2013
J.P. Morgan August 2011 - January 2013
ALaS Consulting LLC June 2011 - January 2013
UBS Wealth Management September 2010 - May 2011
Thomson Reuters June 2010 - August 2010
Thomson Reuters May 2008 - June 2010
Contact Networks September 2007 - April 2008
Polaris Venture Partners May 2006 - July 2006
Skills
Bloomberg, Strategy, Economics, Market Risk, Credit Risk, Microsoft Excel, Sales, CVA, ThomsonOne, Greeks, ISDA, Office 2010, Trading, Valuations, Intex, Financial Modeling, Finance, Financial Services, Risk Management, Investment Banking, Financial Analysis, Fixed Income, Valuation
Education
Trinity College-Hartford 2006 — 2011
BS Economics, BA Political Science c.i. International Relations, Economics
Weston High School 2002 — 2006
Diploma
Richard Wright's J.P. Morgan Experience January 2012 - May 2012
Job Analyst at Aternalis Capital
Industry Financial Services
Experience
Aternalis Capital April 2015 - Present
Aravt Global September 2013 - January 2015
Tyrian Investments, LP December 2011 - September 2013
J.P. Morgan January 2012 - May 2012
The Rohatyn Group May 2011 - August 2011
Advanced Portfolio Management July 2010 - August 2010
Inductis August 2008 - September 2009
CLSA March 2008 - June 2008
JET Program July 2006 - July 2007
Inductis August 2004 - July 2006
Skills
Financial Modeling, PowerPoint, Private Equity, Valuation, Microsoft Office, Microsoft Excel, Due Diligence, Hedge Funds, Japanese, Microsoft Word, Strategy, Customer Service, Corporate Finance, Financial Analysis, Emerging Markets
Education
Columbia Law School 2010 — 2013
Doctor of Law (JD)
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2013
MALD, International Economics and International Finance
Stanford's Inter-University Center, Yokohama, Japan 2007 — 2008
Japanese Language
Yale University 2000 — 2004
BS, Mathematics
Aternalis Capital April 2015 - Present
Aravt Global September 2013 - January 2015
Tyrian Investments, LP December 2011 - September 2013
J.P. Morgan January 2012 - May 2012
The Rohatyn Group May 2011 - August 2011
Advanced Portfolio Management July 2010 - August 2010
Inductis August 2008 - September 2009
CLSA March 2008 - June 2008
JET Program July 2006 - July 2007
Inductis August 2004 - July 2006
Skills
Financial Modeling, PowerPoint, Private Equity, Valuation, Microsoft Office, Microsoft Excel, Due Diligence, Hedge Funds, Japanese, Microsoft Word, Strategy, Customer Service, Corporate Finance, Financial Analysis, Emerging Markets
Education
Columbia Law School 2010 — 2013
Doctor of Law (JD)
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2013
MALD, International Economics and International Finance
Stanford's Inter-University Center, Yokohama, Japan 2007 — 2008
Japanese Language
Yale University 2000 — 2004
BS, Mathematics
Jessica Yorks Jessica Yorks's J.P. Morgan Experience September 2014 - April 2015
Job Senior Client Associate at J.P. Morgan
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
J.P. Morgan September 2014 - April 2015
Loomis, Sayles & Company July 2012 - August 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Katz & Seligman September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics and American Studies; minor in Legal Studies
Morgan Stanley April 2015 - Present
J.P. Morgan September 2014 - April 2015
Loomis, Sayles & Company July 2012 - August 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Katz & Seligman September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics and American Studies; minor in Legal Studies
Sidney Hopkins Sidney Hopkins's J.P. Morgan Experience June 2013 - August 2013
Job Student at Trinity University
Industry Accounting
Experience
Trinity University January 2015 - Present
J.P. Morgan June 2013 - August 2013
Skills
Grammar, Instrumentation, Spelling, Violin (13 years), Typing, Mathematics, Statistics, People Skills, Risk Management, Fund Accounting, Copy Editing, Social Skills, Microsoft Word, HTML, Microsoft Excel, Photoshop
Education
Trinity University 2014 — 2018
School for the Talented and Gifted 2010 — 2014
Trinity University January 2015 - Present
J.P. Morgan June 2013 - August 2013
Skills
Grammar, Instrumentation, Spelling, Violin (13 years), Typing, Mathematics, Statistics, People Skills, Risk Management, Fund Accounting, Copy Editing, Social Skills, Microsoft Word, HTML, Microsoft Excel, Photoshop
Education
Trinity University 2014 — 2018
School for the Talented and Gifted 2010 — 2014
Chelsea McKay's J.P. Morgan Experience May 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Burkenroad Reports January 2014 - May 2014
erodr, inc. May 2013 - February 2014
Skills
Time Management, Leadership, Marketing, Equity Research, Microsoft Office, Risk Management, Community Outreach, iMovie, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelors of Science in Management, Finance
Unionville High School 2007 — 2011
J.P. Morgan May 2014 - Present
Burkenroad Reports January 2014 - May 2014
erodr, inc. May 2013 - February 2014
Skills
Time Management, Leadership, Marketing, Equity Research, Microsoft Office, Risk Management, Community Outreach, iMovie, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelors of Science in Management, Finance
Unionville High School 2007 — 2011
Andrew Matorin's J.P. Morgan Experience 2008 - 2009
Job
Industry Publishing
Experience
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Donna Levy's J.P. Morgan Experience March 2005 - May 2010
Job Freelance Meeting and Event Planner
Industry Events Services
Experience
Simply Local August 2011 - Present
Freelance April 2013 - Present
J.P. Morgan March 2005 - May 2010
City Access Providers 2000 - 2002
Pulver.Com 1999 - 2000
Museum of Television & Radio December 1993 - October 1998
Skills
Event Planning, Creative Solutions, Team-oriented, Negotiation, Employee Engagement, Leadership, Event Management, Social Networking, Training, Marketing, Editing
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), History and Theater
Herricks High School
Simply Local August 2011 - Present
Freelance April 2013 - Present
J.P. Morgan March 2005 - May 2010
City Access Providers 2000 - 2002
Pulver.Com 1999 - 2000
Museum of Television & Radio December 1993 - October 1998
Skills
Event Planning, Creative Solutions, Team-oriented, Negotiation, Employee Engagement, Leadership, Event Management, Social Networking, Training, Marketing, Editing
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), History and Theater
Herricks High School
Eric Freeman's J.P. Morgan Experience November 2009 - November 2010
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Royal Bank of Scotland April 2012 - July 2013
Royal Bank of Scotland November 2010 - March 2012
J.P. Morgan November 2009 - November 2010
J.P. Morgan June 2008 - October 2009
Opus Trading Fund July 2006 - June 2008
Benchmarking Partners June 2005 - July 2006
Skills
SQL (Oracle, Sybase,..., Database Architecture, VBA, Bloomberg, Microsoft Excel, Data Architecture, Derivatives, Financial Modeling, Equities, Financial Risk, Market Risk, Valuation, Investments, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science in Management, Finance
Jefferies & Company July 2013 - Present
Royal Bank of Scotland April 2012 - July 2013
Royal Bank of Scotland November 2010 - March 2012
J.P. Morgan November 2009 - November 2010
J.P. Morgan June 2008 - October 2009
Opus Trading Fund July 2006 - June 2008
Benchmarking Partners June 2005 - July 2006
Skills
SQL (Oracle, Sybase,..., Database Architecture, VBA, Bloomberg, Microsoft Excel, Data Architecture, Derivatives, Financial Modeling, Equities, Financial Risk, Market Risk, Valuation, Investments, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science in Management, Finance
Ed Furlong, CMT's J.P. Morgan Experience July 2015 - Present
Job Vice President Surveillance Manager at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
CME Group 2013 - June 2015
Schonfeld Group 2012 - 2013
HTG Capital Partners LLC 2006 - 2012
Capstone Investment Advisors 2005 - 2006
Skills
Electronic Trading, Derivatives, Commodity, Options Strategies, Data Analysis, Market Analysis, Global Macro, Risk Management, Trading, Commodity Markets, Futures Trading, Proprietary Trading, FX trading, Equities, Microsoft Excel, Currency Futures, Hedging, Interest Rate..., Soft Commodities, Options, NYMEX, Relative Value, Trade Execution, Crude Oil, Deceptive Trade..., CBOT, CME, ICE, Eurex, Event Driven, Portfolio Management, Volatility, Microsoft Office, Microsoft Word, Fixed Income, Financial Modeling, Bloomberg, Investments
Education
Tulane University
Bachelor's Degree, Finance and Management
Tulane University - A.B. Freeman School of Business
Master's Degree, Finance
J.P. Morgan July 2015 - Present
CME Group 2013 - June 2015
Schonfeld Group 2012 - 2013
HTG Capital Partners LLC 2006 - 2012
Capstone Investment Advisors 2005 - 2006
Skills
Electronic Trading, Derivatives, Commodity, Options Strategies, Data Analysis, Market Analysis, Global Macro, Risk Management, Trading, Commodity Markets, Futures Trading, Proprietary Trading, FX trading, Equities, Microsoft Excel, Currency Futures, Hedging, Interest Rate..., Soft Commodities, Options, NYMEX, Relative Value, Trade Execution, Crude Oil, Deceptive Trade..., CBOT, CME, ICE, Eurex, Event Driven, Portfolio Management, Volatility, Microsoft Office, Microsoft Word, Fixed Income, Financial Modeling, Bloomberg, Investments
Education
Tulane University
Bachelor's Degree, Finance and Management
Tulane University - A.B. Freeman School of Business
Master's Degree, Finance
Jie (Jessie) Hou's J.P. Morgan Experience October 2014 - January 2015
Job Finance Manager at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim February 2015 - Present
J.P. Morgan October 2014 - January 2015
Ajinomoto Co., Inc. 2011 - 2014
21ventures 2010 - 2011
Shire Pharmaceuticals 2009 - 2009
Shire Pharmaceuticals 2007 - 2009
Education
NYU Stern School of Business 2012 — 2015
MBA
University of Wisconsin-Madison
Master of Science
Tsinghua University
Bachelor of Science
Boehringer Ingelheim February 2015 - Present
J.P. Morgan October 2014 - January 2015
Ajinomoto Co., Inc. 2011 - 2014
21ventures 2010 - 2011
Shire Pharmaceuticals 2009 - 2009
Shire Pharmaceuticals 2007 - 2009
Education
NYU Stern School of Business 2012 — 2015
MBA
University of Wisconsin-Madison
Master of Science
Tsinghua University
Bachelor of Science
Lisa Sanders's J.P. Morgan Experience July 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
S&P Capital IQ June 2010 - July 2014
Standard & Poor's April 2006 - June 2010
CBS MarketWatch October 1999 - April 2006
The Bond Buyer January 1996 - October 1999
Skills
Fixed Income Analysis, Fixed Income, News Writing, Journalism, Editing, Self-starter, Online Journalism, Management, High level of initiative, Highly effective, Thought Leadership, Credit Analysis, Web Content, Energy Industry, Commodity Markets, Municipal Bonds, Publishing, Newspapers, Feature Articles, Equity Research, Capital Markets, Equities, Editorial, Content Strategy, Copy Editing, Marketing, Financial Services, Investments, Portfolio Management
Education
Tulane University
B.A.
Rennert International
J.P. Morgan July 2014 - Present
S&P Capital IQ June 2010 - July 2014
Standard & Poor's April 2006 - June 2010
CBS MarketWatch October 1999 - April 2006
The Bond Buyer January 1996 - October 1999
Skills
Fixed Income Analysis, Fixed Income, News Writing, Journalism, Editing, Self-starter, Online Journalism, Management, High level of initiative, Highly effective, Thought Leadership, Credit Analysis, Web Content, Energy Industry, Commodity Markets, Municipal Bonds, Publishing, Newspapers, Feature Articles, Equity Research, Capital Markets, Equities, Editorial, Content Strategy, Copy Editing, Marketing, Financial Services, Investments, Portfolio Management
Education
Tulane University
B.A.
Rennert International
Dominique Cherebin's J.P. Morgan Experience January 2013 - Present
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan January 2013 - Present
JP Morgan January 2010 - February 2013
JP Morgan March 2008 - January 2010
Bear Stearns July 2007 - March 2008
Education
Tufts University 2003 — 2007
George School 1999 — 2003
J.P. Morgan January 2013 - Present
JP Morgan January 2010 - February 2013
JP Morgan March 2008 - January 2010
Bear Stearns July 2007 - March 2008
Education
Tufts University 2003 — 2007
George School 1999 — 2003
Jeanette Mardinly's J.P. Morgan Experience July 2013 - Present
Job Executive Director at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan Chase June 2009 - July 2013
JPMorgan Chase January 2002 - June 2009
JPMorgan 1986 - 2002
Skills
Series 7, Series 24, Series 9/10
Education
New York University - Leonard N. Stern School of Business
Master's degree, Finance
Tufts University
BA, Child Study
J.P. Morgan July 2013 - Present
JPMorgan Chase June 2009 - July 2013
JPMorgan Chase January 2002 - June 2009
JPMorgan 1986 - 2002
Skills
Series 7, Series 24, Series 9/10
Education
New York University - Leonard N. Stern School of Business
Master's degree, Finance
Tufts University
BA, Child Study
Hilary Bryson's J.P. Morgan Experience May 2010 - October 2011
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
J.P. Morgan May 2010 - October 2011
Carolina First Bank October 2007 - May 2010
Wells Fargo Advisors, LLC January 1999 - January 2007
LaSalle Street Securities January 1997 - January 1998
Mesirow Financial January 1996 - January 1997
David A. Noyes & Co January 1994 - January 1996
Education
Triton-College 1989 — 1992
Wells Fargo Advisors, LLC October 2011 - Present
J.P. Morgan May 2010 - October 2011
Carolina First Bank October 2007 - May 2010
Wells Fargo Advisors, LLC January 1999 - January 2007
LaSalle Street Securities January 1997 - January 1998
Mesirow Financial January 1996 - January 1997
David A. Noyes & Co January 1994 - January 1996
Education
Triton-College 1989 — 1992
Lei Xu's J.P. Morgan Experience August 2011 - August 2013
Job Phd/CFA, SVP, Stress testing and balance sheet modeling at PNC
Industry Banking
Experience
PNC September 2014 - Present
GE Capital Aviation Services (GECAS) August 2013 - August 2014
J.P. Morgan August 2011 - August 2013
PNC Financial Services Group August 2010 - July 2011
Freddie Mac August 2009 - August 2010
Washington Mutual / JP Morgan Chase October 2006 - October 2009
Skills
SAS, Financial Modeling, Financial Risk, Risk Management, Derivatives, Portfolio Management, Statistical Modeling, Credit Risk, Valuation, Fixed Income, Capital Markets, Quantitative Analytics, Market Risk, Financial Analysis, Credit, Quantitative Finance, Credit Analysis, Management, Statistics, C++
Education
University of Washington 2002 — 2003
M.S., Industrial Engineering
Tsinghua University 1995 — 2002
M.S, Aumation, Management & Decision science
University of Washington
Doctor of Philosophy (Ph.D.), Statistics
PNC September 2014 - Present
GE Capital Aviation Services (GECAS) August 2013 - August 2014
J.P. Morgan August 2011 - August 2013
PNC Financial Services Group August 2010 - July 2011
Freddie Mac August 2009 - August 2010
Washington Mutual / JP Morgan Chase October 2006 - October 2009
Skills
SAS, Financial Modeling, Financial Risk, Risk Management, Derivatives, Portfolio Management, Statistical Modeling, Credit Risk, Valuation, Fixed Income, Capital Markets, Quantitative Analytics, Market Risk, Financial Analysis, Credit, Quantitative Finance, Credit Analysis, Management, Statistics, C++
Education
University of Washington 2002 — 2003
M.S., Industrial Engineering
Tsinghua University 1995 — 2002
M.S, Aumation, Management & Decision science
University of Washington
Doctor of Philosophy (Ph.D.), Statistics
Cory Kasimov's J.P. Morgan Experience 2007 - Present
Job Biotechnology Analyst at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2007 - Present
J.P. Morgan 2007 - Present
Oppenheimer & Co. 2004 - 2007
Skills
Venture Capital, Valuation, Equities, Financial Modeling, Investment Banking, Equity Research, Analysis, Strategic Planning, Pharmaceutical Industry, Management Consulting, Capital Markets, Market Research, Business Development, Biotechnology, Securities, Data Analysis, Finance, Hedge Funds, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, M&A experience, Investments, Investor Relations, Lifesciences, Asset Management, Corporate Finance, Entrepreneurship, Alternative Investments, Portfolio Management, Derivatives, Trading, Competitive Analysis, IPO, Business Strategy, Financial Analysis, Series 7, Emerging Markets, Competitive Intelligence, Equity Valuation, Fixed Income, Bloomberg, Series 63, Risk Management, Investment Management, Financial Services, Start-ups, Financial Markets, Market Analysis
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance, Marketing
Tulane University School of Public Health and Tropical Medicine 1995 — 1997
MPH, Health Systems Management
Tulane University 1990 — 1994
BS, Cellular and Molecular Biology
JPMorgan May 2007 - Present
J.P. Morgan 2007 - Present
Oppenheimer & Co. 2004 - 2007
Skills
Venture Capital, Valuation, Equities, Financial Modeling, Investment Banking, Equity Research, Analysis, Strategic Planning, Pharmaceutical Industry, Management Consulting, Capital Markets, Market Research, Business Development, Biotechnology, Securities, Data Analysis, Finance, Hedge Funds, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, M&A experience, Investments, Investor Relations, Lifesciences, Asset Management, Corporate Finance, Entrepreneurship, Alternative Investments, Portfolio Management, Derivatives, Trading, Competitive Analysis, IPO, Business Strategy, Financial Analysis, Series 7, Emerging Markets, Competitive Intelligence, Equity Valuation, Fixed Income, Bloomberg, Series 63, Risk Management, Investment Management, Financial Services, Start-ups, Financial Markets, Market Analysis
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance, Marketing
Tulane University School of Public Health and Tropical Medicine 1995 — 1997
MPH, Health Systems Management
Tulane University 1990 — 1994
BS, Cellular and Molecular Biology
Jason Koy's J.P. Morgan Experience January 2013 - 2014
Job Natural Gas Trader
Industry Utilities
Experience
Mercuria Energy Trading S.A. 2014 - Present
J.P. Morgan January 2013 - 2014
JP Morgan June 2008 - January 2013
Bear Stearns June 2006 - June 2008
Calpine June 2001 - June 2006
Skills
Commodity, Commodity Markets, Equities, Hedging, Trading, Derivatives, Options, Natural Gas, Valuation, Investment Banking, Risk Management, Financial Modeling, Hedge Funds, Proprietary Trading, Asset Management, Trading Systems, Swaps, FX Options, Capital Markets, Bloomberg, Fixed Income, Trading Strategies, Portfolio Management
Education
Trinity University 1997 — 2001
BS, Business
Mercuria Energy Trading S.A. 2014 - Present
J.P. Morgan January 2013 - 2014
JP Morgan June 2008 - January 2013
Bear Stearns June 2006 - June 2008
Calpine June 2001 - June 2006
Skills
Commodity, Commodity Markets, Equities, Hedging, Trading, Derivatives, Options, Natural Gas, Valuation, Investment Banking, Risk Management, Financial Modeling, Hedge Funds, Proprietary Trading, Asset Management, Trading Systems, Swaps, FX Options, Capital Markets, Bloomberg, Fixed Income, Trading Strategies, Portfolio Management
Education
Trinity University 1997 — 2001
BS, Business
José Alberto Ferré's J.P. Morgan Experience March 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
J.P. Morgan 2010 - March 2013
BroadSpan Capital September 2009 - January 2010
UBS Investment Bank June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Leisure Bay Industries June 2006 - August 2006
Black, Srebnick, Kornspan & Stumpf, P.A October 2005 - June 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Investment Banking, Asset Managment, Credit Analysis, Credit, Business Analysis, Finance, Asset Management, Accounting, Economics, Financial Advisory, Financial Analysis, Loans
Education
Tufts University 2006 — 2009
BA, Economics, International Relations
J.P. Morgan March 2013 - Present
J.P. Morgan 2010 - March 2013
BroadSpan Capital September 2009 - January 2010
UBS Investment Bank June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Leisure Bay Industries June 2006 - August 2006
Black, Srebnick, Kornspan & Stumpf, P.A October 2005 - June 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Investment Banking, Asset Managment, Credit Analysis, Credit, Business Analysis, Finance, Asset Management, Accounting, Economics, Financial Advisory, Financial Analysis, Loans
Education
Tufts University 2006 — 2009
BA, Economics, International Relations
Brian Wynne's J.P. Morgan Experience January 2012 - Present
Job InvestorVP at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2012 - Present
JPMorgan August 2009 - January 2012
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance
J.P. Morgan January 2012 - Present
JPMorgan August 2009 - January 2012
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance
Lauren B. Steinberg's J.P. Morgan Experience October 2012 - September 2014
Job Communications Strategist, Mega Market, Retirement Plan Services
Industry Financial Services
Experience
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
Gordon Liu's J.P. Morgan Experience July 2012 - Present
Job Vice President, Quantitative Research at JPMorgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
Bloomberg March 2010 - June 2012
University of Pennsylvania May 2004 - December 2009
Skills
R, Quantitative Analytics, Statistics, SAS, Quantitative Finance, VBA, Optimization, Data Mining, Python, Stochastic Calculus, Derivatives, Monte Carlo Simulation, Time Series Analysis, Trading, Bloomberg Terminal, Fixed Income, Matlab, Data Analysis
Education
University of Pennsylvania
M.S.E and Ph.D.
Tsinghua University
Bachelor's degree
J.P. Morgan July 2012 - Present
Bloomberg March 2010 - June 2012
University of Pennsylvania May 2004 - December 2009
Skills
R, Quantitative Analytics, Statistics, SAS, Quantitative Finance, VBA, Optimization, Data Mining, Python, Stochastic Calculus, Derivatives, Monte Carlo Simulation, Time Series Analysis, Trading, Bloomberg Terminal, Fixed Income, Matlab, Data Analysis
Education
University of Pennsylvania
M.S.E and Ph.D.
Tsinghua University
Bachelor's degree
Clay Randolph's J.P. Morgan Experience April 2007 - September 2012
Job Director, Master of Finance Program at Freeman School of Business, Tulane University
Industry Higher Education
Experience
Freeman School of Business, Tulane University September 2012 - Present
J.P. Morgan April 2007 - September 2012
Education
Tulane University - A.B. Freeman School of Business
Freeman School of Business, Tulane University September 2012 - Present
J.P. Morgan April 2007 - September 2012
Education
Tulane University - A.B. Freeman School of Business
Taylor Robinson's J.P. Morgan Experience 2005 - 2008
Job Vice President at Lexington Partners
Industry Venture Capital & Private Equity
Experience
Lexington Partners December 2014 - Present
Lexington Partners December 2011 - December 2014
Lexington Partners July 2008 - June 2011
J.P. Morgan 2005 - 2008
Skills
Valuation, Financial Modeling, Private Equity, Investments, Hedge Funds, Equities, Capital Markets, Investment Banking, Alternative Investments, Due Diligence
Education
Trinity College-Hartford 2001 — 2005
St. Paul's School 1997 — 2001
Lexington Partners December 2014 - Present
Lexington Partners December 2011 - December 2014
Lexington Partners July 2008 - June 2011
J.P. Morgan 2005 - 2008
Skills
Valuation, Financial Modeling, Private Equity, Investments, Hedge Funds, Equities, Capital Markets, Investment Banking, Alternative Investments, Due Diligence
Education
Trinity College-Hartford 2001 — 2005
St. Paul's School 1997 — 2001
Perry Dziekanski's J.P. Morgan Experience September 2012 - July 2014
Job Research Associate at JPMorgan Alternative Asset Management
Industry Banking
Experience
JPMorgan Alternative Asset Management July 2014 - Present
GLAMSQUAD December 2013 - Present
Estimize February 2014 - Present
Brooklyn Winery August 2010 - Present
J.P. Morgan September 2012 - July 2014
J.P. Morgan August 2009 - August 2012
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
New York Criminal Court June 2006 - August 2006
Skills
Private Equity, Due Diligence, Risk Management, Credit Risk, Venture Capital, Fixed Income, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Product Development, Loan Origination, Client Coverage, Asset Allocation, Team Management, Consumer Lending, Cash Flow Lending, Asset Based Lending, Marketing
Education
Washington University in St. Louis 2005 — 2009
BA, Mathematics (Probability & Statistics), Economics, 3.6
Trinity College, Dublin 2008 — 2008
Study Abroad Program, Mathematics, Economics, and History
JPMorgan Alternative Asset Management July 2014 - Present
GLAMSQUAD December 2013 - Present
Estimize February 2014 - Present
Brooklyn Winery August 2010 - Present
J.P. Morgan September 2012 - July 2014
J.P. Morgan August 2009 - August 2012
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
New York Criminal Court June 2006 - August 2006
Skills
Private Equity, Due Diligence, Risk Management, Credit Risk, Venture Capital, Fixed Income, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Product Development, Loan Origination, Client Coverage, Asset Allocation, Team Management, Consumer Lending, Cash Flow Lending, Asset Based Lending, Marketing
Education
Washington University in St. Louis 2005 — 2009
BA, Mathematics (Probability & Statistics), Economics, 3.6
Trinity College, Dublin 2008 — 2008
Study Abroad Program, Mathematics, Economics, and History
Cole Young's J.P. Morgan Experience October 2012 - October 2014
Job Investment Banking Associate
Industry Financial Services
Experience
Cain Brothers & Company, LLC October 2014 - Present
J.P. Morgan October 2012 - October 2014
JP Morgan Chase July 2010 - October 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Hedge Funds, Portfolio Management, Corporate Finance, Finance, Equities, Derivatives, Investments, VBA, Series 7, Series 63, Analysis, Fixed Income, Capital Markets, Strategy
Education
Tulane University 2009 — 2010
Masters, Finance
University of Central Florida 2003 — 2008
BS, Finance
Cain Brothers & Company, LLC October 2014 - Present
J.P. Morgan October 2012 - October 2014
JP Morgan Chase July 2010 - October 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Hedge Funds, Portfolio Management, Corporate Finance, Finance, Equities, Derivatives, Investments, VBA, Series 7, Series 63, Analysis, Fixed Income, Capital Markets, Strategy
Education
Tulane University 2009 — 2010
Masters, Finance
University of Central Florida 2003 — 2008
BS, Finance
Ethan Klipper's J.P. Morgan Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - Present
J.P. Morgan September 2008 - January 2012
Lehman Brothers 2008 - 2008
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - Present
J.P. Morgan September 2008 - January 2012
Lehman Brothers 2008 - 2008
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance
Clint Switzer's J.P. Morgan Experience February 2013 - August 2014
Job Empower Retirement
Industry Financial Services
Experience
Great-West Financial August 2014 - Present
J.P. Morgan February 2013 - August 2014
PCM Resources December 2012 - February 2013
DST Retirement Solutions August 2011 - December 2012
PCM Resources September 2008 - August 2011
TIAA-CREF March 2008 - September 2008
PC Mechanics LLC September 2006 - January 2008
Rav-tec Consulting 2008 - 2008
TIAA-CREF May 2006 - September 2006
TIAA-CREF December 2004 - September 2005
Skills
Consulting, 401k, Mutual Funds, Retirement, Business Strategy, Defined Benefit, Business Analysis, Financial Services, Pensions
Education
Truman State University 1988 — 1993
BS, Finance
Great-West Financial August 2014 - Present
J.P. Morgan February 2013 - August 2014
PCM Resources December 2012 - February 2013
DST Retirement Solutions August 2011 - December 2012
PCM Resources September 2008 - August 2011
TIAA-CREF March 2008 - September 2008
PC Mechanics LLC September 2006 - January 2008
Rav-tec Consulting 2008 - 2008
TIAA-CREF May 2006 - September 2006
TIAA-CREF December 2004 - September 2005
Skills
Consulting, 401k, Mutual Funds, Retirement, Business Strategy, Defined Benefit, Business Analysis, Financial Services, Pensions
Education
Truman State University 1988 — 1993
BS, Finance
Ron Odor's J.P. Morgan Experience 1998 - 2011
Job Application Developer
Industry Information Technology and Services
Experience
J.P. Morgan 1998 - 2011
Shoe Corporation of America 1986 - 1998
Skills
Strong Written..., Analytical Reasoning, Organization &..., Troubleshooting, Problem Solving, Handle Multiple..., Meet Deadlines, Test Planning, Customer Service, Microsoft Office, Visio, Quality Center
Education
Columbus State Community College
Associate's degree, Business Data Processing
Trinity International University
Bachelor of Arts (BA), Sociology
J.P. Morgan 1998 - 2011
Shoe Corporation of America 1986 - 1998
Skills
Strong Written..., Analytical Reasoning, Organization &..., Troubleshooting, Problem Solving, Handle Multiple..., Meet Deadlines, Test Planning, Customer Service, Microsoft Office, Visio, Quality Center
Education
Columbus State Community College
Associate's degree, Business Data Processing
Trinity International University
Bachelor of Arts (BA), Sociology
Gene Kennedy's J.P. Morgan Experience September 2010 - November 2011
Job Managing Director / Banking Group Head at Customers Bank
Industry Banking
Experience
Customers Bank March 2014 - Present
First National Bank of New York April 2012 - February 2014
JPMorgan Chase November 2011 - April 2012
J.P. Morgan September 2010 - November 2011
JPMorgan Chase August 2005 - September 2010
JPMorgan Chase July 2001 - July 2003
Chase Manhattan Bank September 1999 - June 2001
Education
Milton Academy
Trinity College-Hartford
BA, Psychology
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Real Estate
Customers Bank March 2014 - Present
First National Bank of New York April 2012 - February 2014
JPMorgan Chase November 2011 - April 2012
J.P. Morgan September 2010 - November 2011
JPMorgan Chase August 2005 - September 2010
JPMorgan Chase July 2001 - July 2003
Chase Manhattan Bank September 1999 - June 2001
Education
Milton Academy
Trinity College-Hartford
BA, Psychology
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Real Estate
Kevin Raja's J.P. Morgan Experience August 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
TUIG (Towson University Investment Group) August 2009 - June 2013
Towson University August 2011 - May 2013
Cobalt Financial Partners May 2012 - August 2012
Wagener and Lee Wealth Advisers September 2008 - May 2009
Skills
Portfolio Management, Trading, Equity Research, Financial Modeling, Financial Analysis, Equities, Microsoft Word, Outlook, Mutual Funds
Education
Towson University 2009 — 2013
Bachelor of Science, Business Administration; Finance
J.P. Morgan August 2013 - Present
TUIG (Towson University Investment Group) August 2009 - June 2013
Towson University August 2011 - May 2013
Cobalt Financial Partners May 2012 - August 2012
Wagener and Lee Wealth Advisers September 2008 - May 2009
Skills
Portfolio Management, Trading, Equity Research, Financial Modeling, Financial Analysis, Equities, Microsoft Word, Outlook, Mutual Funds
Education
Towson University 2009 — 2013
Bachelor of Science, Business Administration; Finance
Tina Arias Peterman's J.P. Morgan Experience June 1995 - February 2011
Job Senior Vice President at First Southwest Company
Industry Banking
Experience
First Southwest Company March 2014 - Present
RBC Capital Markets January 2013 - February 2014
Primerica Financial Services February 2011 - January 2013
J.P. Morgan June 1995 - February 2011
Skills
Financial Analysis, Investments, Investment Banking, Term Life Insurance, Retirement Planning, Finance, Capital Markets, Credit, Leadership, Small Business, 401k, Structured Finance, Program Management, IRAs, Mutual Funds, Securities, Series 7, Asset Management, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Modeling
Education
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
First Southwest Company March 2014 - Present
RBC Capital Markets January 2013 - February 2014
Primerica Financial Services February 2011 - January 2013
J.P. Morgan June 1995 - February 2011
Skills
Financial Analysis, Investments, Investment Banking, Term Life Insurance, Retirement Planning, Finance, Capital Markets, Credit, Leadership, Small Business, 401k, Structured Finance, Program Management, IRAs, Mutual Funds, Securities, Series 7, Asset Management, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Modeling
Education
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
Javier Macaya's J.P. Morgan Experience 1991 - 1994
Job Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2014 - Present
Athelera 2000 - June 2014
Violy, Byorum & Partners LLC 1996 - 2000
James D. Wolfensohn Inc. 1994 - 1995
J.P. Morgan 1991 - 1994
Skills
Emerging Markets, Investment Banking, M&A experience, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Financial Structuring, Hedge Funds, Investments, LBO, Mergers, Mergers & Acquisitions, Private Equity, Private Placements, Strategy, Structured Finance, Valuation, Venture Capital, Restructuring, IPO
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Aiglon College
Goldman Sachs June 2014 - Present
Athelera 2000 - June 2014
Violy, Byorum & Partners LLC 1996 - 2000
James D. Wolfensohn Inc. 1994 - 1995
J.P. Morgan 1991 - 1994
Skills
Emerging Markets, Investment Banking, M&A experience, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Financial Structuring, Hedge Funds, Investments, LBO, Mergers, Mergers & Acquisitions, Private Equity, Private Placements, Strategy, Structured Finance, Valuation, Venture Capital, Restructuring, IPO
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Aiglon College
Bernie Bazile, CAIA's J.P. Morgan Experience August 2013 - August 2014
Job Vice President at Triton Pacific Capital
Industry Investment Management
Experience
Triton Pacific Capital December 2014 - Present
J.P. Morgan August 2013 - August 2014
Commonfund September 2011 - January 2013
Cohen Asset Management, Inc. 2007 - October 2011
CBRE Econometric Advisors 2005 - 2007
Cambridge Associates 2003 - 2005
Skills
Asset Managment, Investor Relations, Alternative Investments, Asset Allocation, Real Estate Economics, Investment Consulting, Private Equity, Commodities, Equities, Asset Management
Education
Tufts University
Bachelor of Arts, Economics
Chartered Alternative Investment Analyst Association (CAIA)
Charterholder
Triton Pacific Capital December 2014 - Present
J.P. Morgan August 2013 - August 2014
Commonfund September 2011 - January 2013
Cohen Asset Management, Inc. 2007 - October 2011
CBRE Econometric Advisors 2005 - 2007
Cambridge Associates 2003 - 2005
Skills
Asset Managment, Investor Relations, Alternative Investments, Asset Allocation, Real Estate Economics, Investment Consulting, Private Equity, Commodities, Equities, Asset Management
Education
Tufts University
Bachelor of Arts, Economics
Chartered Alternative Investment Analyst Association (CAIA)
Charterholder
Ryan Glenn's J.P. Morgan Experience February 2012 - Present
Job V.P. Group Product Manager at US Bank
Industry Banking
Experience
U.S. Bank February 2015 - Present
J.P. Morgan February 2012 - Present
JPMorgan Chase 2010 - March 2012
Skills
Analytics, Credit Cards, Direct Marketing, Financial Analysis, Financial Services, Leadership, Marketing, Portfolio Management, Relationship Management, Segmentation, Banking, Management, Business Analysis, Strategic Planning, Vendor Management
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Bachelor of Science in Management, Finance, General
U.S. Bank February 2015 - Present
J.P. Morgan February 2012 - Present
JPMorgan Chase 2010 - March 2012
Skills
Analytics, Credit Cards, Direct Marketing, Financial Analysis, Financial Services, Leadership, Marketing, Portfolio Management, Relationship Management, Segmentation, Banking, Management, Business Analysis, Strategic Planning, Vendor Management
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Bachelor of Science in Management, Finance, General
Jose Joaquin Figueroa's J.P. Morgan Experience 1986 - 1998
Job Managing Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley 1998 - Present
J.P. Morgan 1986 - 1998
Education
Tulane Law School 1980 — 1983
J.D., International Business
Tulane University 1976 — 1980
Bachelor of Arts (BA), Political Science and Economics
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley 1998 - Present
J.P. Morgan 1986 - 1998
Education
Tulane Law School 1980 — 1983
J.D., International Business
Tulane University 1976 — 1980
Bachelor of Arts (BA), Political Science and Economics
Abby Glover's J.P. Morgan Experience 2003 - 2008
Job Senior Placement Manager at Educator's Ally
Industry Education Management
Experience
Educator's Ally February 2013 - Present
JPMorgan Chase 2011 - 2011
Gerson Lehrman Group 2008 - 2011
J.P. Morgan 2003 - 2008
School of American Ballet 2001 - 2003
Education
Trinity College-Hartford 1997 — 2001
BA, Art History, French
The Hotchkiss School 1993 — 1997
Educator's Ally February 2013 - Present
JPMorgan Chase 2011 - 2011
Gerson Lehrman Group 2008 - 2011
J.P. Morgan 2003 - 2008
School of American Ballet 2001 - 2003
Education
Trinity College-Hartford 1997 — 2001
BA, Art History, French
The Hotchkiss School 1993 — 1997
Brian Duhamel's J.P. Morgan Experience February 2005 - October 2013
Job Senior Manager at John Hancock Investments
Industry Banking
Experience
John Hancock Investments October 2013 - Present
J.P. Morgan February 2005 - October 2013
Skills
Mutual Funds, Bloomberg, Derivatives, Equities, Fixed Income, Investments, Financial Analysis, Financial Services, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Accounting, Securities, Financial Reporting, Asset Management, Fund Administration, Risk Management, Portfolio Management
Education
Tufts University
BS, Computer Engineering
John Hancock Investments October 2013 - Present
J.P. Morgan February 2005 - October 2013
Skills
Mutual Funds, Bloomberg, Derivatives, Equities, Fixed Income, Investments, Financial Analysis, Financial Services, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Accounting, Securities, Financial Reporting, Asset Management, Fund Administration, Risk Management, Portfolio Management
Education
Tufts University
BS, Computer Engineering
Faraj Saghri's J.P. Morgan Experience November 1987 - Present
Job Managing Director & Region Head at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 1987 - Present
Education
University of Virginia 1981 — 1983
Trinity College-Hartford 1977 — 1981
Bachelor of Arts (B.A.)
J.P. Morgan November 1987 - Present
Education
University of Virginia 1981 — 1983
Trinity College-Hartford 1977 — 1981
Bachelor of Arts (B.A.)
Atticus Bieff's J.P. Morgan Experience June 2013 - June 2015
Job Associate at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Warburg Pincus LLC August 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Tulane University September 2009 - May 2012
Klingenstein, Fields May 2011 - January 2012
Midtown Tennis Club May 2009 - January 2011
Skills
Private Equity, Asset Managment, Bloomberg, Investments, Valuation, Financial Modeling, Equities, Equity Research, Bloomberg Terminal, Due Diligence, Capital IQ, Financial Analysis, Fixed Income, Capital Markets, DCF, Corporate Finance, Investment Banking, Financial Markets, Economics, Equity Valuation, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Research, Mergers & Acquisitions, Microsoft Word, Management, Data Analysis, Venture Capital
Education
Tulane University 2009 — 2013
Bachelor of Science in Management, Major: Finance; Minor: Mathematics
Byram Hills High School 2005 — 2009
Warburg Pincus LLC August 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Tulane University September 2009 - May 2012
Klingenstein, Fields May 2011 - January 2012
Midtown Tennis Club May 2009 - January 2011
Skills
Private Equity, Asset Managment, Bloomberg, Investments, Valuation, Financial Modeling, Equities, Equity Research, Bloomberg Terminal, Due Diligence, Capital IQ, Financial Analysis, Fixed Income, Capital Markets, DCF, Corporate Finance, Investment Banking, Financial Markets, Economics, Equity Valuation, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Research, Mergers & Acquisitions, Microsoft Word, Management, Data Analysis, Venture Capital
Education
Tulane University 2009 — 2013
Bachelor of Science in Management, Major: Finance; Minor: Mathematics
Byram Hills High School 2005 — 2009
Adrian Lo's J.P. Morgan Experience June 2011 - August 2011
Job Managing Director at Foodjoy Concepts
Industry
Experience
Foodjoy Concepts Limited February 2014 - Present
Maxim's Restaurant Group October 2012 - February 2014
J.P. Morgan June 2011 - August 2011
Skills
Microsoft Excel, Social Media Marketing, Mandarin, PowerPoint, Microsoft Office, Research
Education
Trinity College-Hartford 2008 — 2012
Foodjoy Concepts Limited February 2014 - Present
Maxim's Restaurant Group October 2012 - February 2014
J.P. Morgan June 2011 - August 2011
Skills
Microsoft Excel, Social Media Marketing, Mandarin, PowerPoint, Microsoft Office, Research
Education
Trinity College-Hartford 2008 — 2012
Jon Ploscowe's J.P. Morgan Experience February 2002 - June 2011
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
J.P. Morgan February 2002 - June 2011
Citi August 1989 - November 2001
Skills
Capital Markets, Bloomberg, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Equity Derivatives, Derivatives, Alternative Investments, Leadership, Securities, Trading, Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Options
Education
Tulane University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
J.P. Morgan February 2002 - June 2011
Citi August 1989 - November 2001
Skills
Capital Markets, Bloomberg, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Equity Derivatives, Derivatives, Alternative Investments, Leadership, Securities, Trading, Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Options
Education
Tulane University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Emily T. Rae's J.P. Morgan Experience January 2000 - January 2001
Job Regional Vice President at Hartford Funds Wholesaler
Industry Investment Management
Experience
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Han Takeda's J.P. Morgan Experience September 2005 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2005 - Present
Barclays Capital September 2004 - September 2005
Education
Tufts University 2000 — 2004
Bachelor of Arts (B.A.), International Relations
J.P. Morgan September 2005 - Present
Barclays Capital September 2004 - September 2005
Education
Tufts University 2000 — 2004
Bachelor of Arts (B.A.), International Relations
Shenghua Xie's J.P. Morgan Experience April 2009 - March 2012
Job Configuration Manager at TMP Worldwide
Industry Marketing and Advertising
Experience
TMP Worldwide March 2012 - Present
J.P. Morgan April 2009 - March 2012
Texas Instruments December 2003 - April 2009
AT&T August 2003 - December 2003
Halliburton January 2001 - July 2003
Lexmark International, Inc. February 1997 - January 2001
Skills
Configuration Management, Software Configuration..., JavaScript, JIRA, Agile Project Management, Software Engineering, Testing
Education
University of South Alabama
Master's Degree, Computer Science
Tsinghua University
Master's Degree
Tsinghua University
Bachelor's Degree
TMP Worldwide March 2012 - Present
J.P. Morgan April 2009 - March 2012
Texas Instruments December 2003 - April 2009
AT&T August 2003 - December 2003
Halliburton January 2001 - July 2003
Lexmark International, Inc. February 1997 - January 2001
Skills
Configuration Management, Software Configuration..., JavaScript, JIRA, Agile Project Management, Software Engineering, Testing
Education
University of South Alabama
Master's Degree, Computer Science
Tsinghua University
Master's Degree
Tsinghua University
Bachelor's Degree
Caren Wigdor Skutch's J.P. Morgan Experience Sales TraderStuart Frankel & CoJanuary 2014 - Present
Job Sales Trader
Industry Financial Services
Experience
J.P. Morgan Sales TraderStuart Frankel & CoJanuary 2014 - Present
Education
Tulane University
J.P. Morgan Sales TraderStuart Frankel & CoJanuary 2014 - Present
Education
Tulane University
Pepper Anderson's J.P. Morgan Experience April 1997 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 1997 - Present
UBS July 1996 - April 1997
Meredith Martin & Kaye November 1994 - July 1996
Bear Stearns November 1993 - November 1994
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Latin American Studies
J.P. Morgan April 1997 - Present
UBS July 1996 - April 1997
Meredith Martin & Kaye November 1994 - July 1996
Bear Stearns November 1993 - November 1994
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Latin American Studies
Chris Fiero's J.P. Morgan Experience November 2012 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2012 - Present
Morgan Stanley April 2004 - November 2013
J.P. Morgan April 2001 - April 2004
T. Rowe Price April 1998 - April 2001
ARCO Metals, INC October 1995 - April 1998
CPI Photo Finish June 1992 - October 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Towson University 1990 — 1994
Bachelor of Science (BS), Business Management and Marketing
J.P. Morgan November 2012 - Present
Morgan Stanley April 2004 - November 2013
J.P. Morgan April 2001 - April 2004
T. Rowe Price April 1998 - April 2001
ARCO Metals, INC October 1995 - April 1998
CPI Photo Finish June 1992 - October 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Towson University 1990 — 1994
Bachelor of Science (BS), Business Management and Marketing
Rob Cousin's J.P. Morgan Experience February 1997 - Present
Job managing director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 1997 - Present
AT&T June 1995 - February 1997
Skills
Private Equity
Education
University of Florida 1993 — 1995
Master of Business Administration (MBA)
Tulane University 1987 — 1991
Bachelor of Arts (B.A.), Economics
J.P. Morgan February 1997 - Present
AT&T June 1995 - February 1997
Skills
Private Equity
Education
University of Florida 1993 — 1995
Master of Business Administration (MBA)
Tulane University 1987 — 1991
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.