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
Stephen Felix Stephen Felix's J.P. Morgan Experience April 2015 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2015 - Present
Royal Bank of Scotland December 2014 - April 2015
Royal Bank of Scotland July 2013 - December 2014
Royal Bank of Scotland June 2011 - July 2013
U.S. Department of State June 2010 - August 2010
Skills
Sales, Global Cash Management, Liquidity Management, Trade Finance, Working Capital..., Foreign Exchange, Capital Markets, Credit Analysis, Financial Analysis, Portfolio Management, Analysis, Project Management, Business Strategy, Business Analysis, Business Process..., Change Management, Project Implementation, Corporate Finance
Education
University of Delaware 2008 — 2011
Bachelor of Arts, Political Science, History Minor
Union College 2007 — 2008
J.P. Morgan April 2015 - Present
Royal Bank of Scotland December 2014 - April 2015
Royal Bank of Scotland July 2013 - December 2014
Royal Bank of Scotland June 2011 - July 2013
U.S. Department of State June 2010 - August 2010
Skills
Sales, Global Cash Management, Liquidity Management, Trade Finance, Working Capital..., Foreign Exchange, Capital Markets, Credit Analysis, Financial Analysis, Portfolio Management, Analysis, Project Management, Business Strategy, Business Analysis, Business Process..., Change Management, Project Implementation, Corporate Finance
Education
University of Delaware 2008 — 2011
Bachelor of Arts, Political Science, History Minor
Union College 2007 — 2008
Betsy Ellis Chung Betsy Ellis Chung's J.P. Morgan Experience June 1997 - August 1997
Job CoFounder at Clover by Clover LLC
Industry Internet
Experience
Clover by Clover LLC April 2010 - Present
Team Chung August 2001 - Present
JPMorgan Chase August 1998 - June 2001
J.P. Morgan June 1997 - August 1997
Merrill Lynch August 1990 - September 1994
Skills
Start-ups
Education
Anderson School at UCLA 1996 — 1998
MBA
Wellesley College 1986 — 1990
B.A.
Clover by Clover LLC April 2010 - Present
Team Chung August 2001 - Present
JPMorgan Chase August 1998 - June 2001
J.P. Morgan June 1997 - August 1997
Merrill Lynch August 1990 - September 1994
Skills
Start-ups
Education
Anderson School at UCLA 1996 — 1998
MBA
Wellesley College 1986 — 1990
B.A.
Alexandra Jannotta Alexandra Jannotta's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
RMB Capital Management June 2012 - August 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), History, Magna Cum Laude
Universidad de Salamanca 2011 — 2011
Jackson Hole High School 2006 — 2010
Valedictorian
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
RMB Capital Management June 2012 - August 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), History, Magna Cum Laude
Universidad de Salamanca 2011 — 2011
Jackson Hole High School 2006 — 2010
Valedictorian
Jeffrey Stern's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
PIMCO February 2011 - July 2014
BlackRock August 2010 - February 2011
Union Bank June 2009 - October 2009
US Army June 2004 - August 2007
Skills
Analytics, Portfolio Management, Securities, Marketing, Investments, Financial Risk, Financial Modeling, Analysis, Sales, Valuation
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
J.P. Morgan June 2015 - August 2015
PIMCO February 2011 - July 2014
BlackRock August 2010 - February 2011
Union Bank June 2009 - October 2009
US Army June 2004 - August 2007
Skills
Analytics, Portfolio Management, Securities, Marketing, Investments, Financial Risk, Financial Modeling, Analysis, Sales, Valuation
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
Molly Cheslin's J.P. Morgan Experience July 2015 - Present
Job Global Investment Management Analyst
Industry Marketing and Advertising
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Alpha Epsilon Phi January 2014 - August 2014
Havas Media June 2013 - August 2013
Jetaport December 2012 - August 2013
Alpha Epsilon Phi January 2013 - June 2013
Tulane University October 2011 - May 2012
Tulane University September 2011 - May 2012
Skills
Social Media, Social Networking, Event Planning, Spanish, Social Media Marketing, Group Work, PowerPoint, Research, Marketing Strategy, Microsoft Office, Microsoft Word, Event Management, Responsible Care, Self-motivated..., English, Teamwork, Photoshop, Microsoft Excel, Blogging, Microsoft Excel..., Events Coordination, Proficient Typing Skills, Mac OS, Adaptable to Changes, Organization, Marketing, Strategic Planning, Digital Strategy, Digital Marketing
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Comillas Pontifical University 2013 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Andover High School 2008 — 2011
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Alpha Epsilon Phi January 2014 - August 2014
Havas Media June 2013 - August 2013
Jetaport December 2012 - August 2013
Alpha Epsilon Phi January 2013 - June 2013
Tulane University October 2011 - May 2012
Tulane University September 2011 - May 2012
Skills
Social Media, Social Networking, Event Planning, Spanish, Social Media Marketing, Group Work, PowerPoint, Research, Marketing Strategy, Microsoft Office, Microsoft Word, Event Management, Responsible Care, Self-motivated..., English, Teamwork, Photoshop, Microsoft Excel, Blogging, Microsoft Excel..., Events Coordination, Proficient Typing Skills, Mac OS, Adaptable to Changes, Organization, Marketing, Strategic Planning, Digital Strategy, Digital Marketing
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Comillas Pontifical University 2013 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Andover High School 2008 — 2011
Matías Sanhueza Bocic Matías Sanhueza Bocic's J.P. Morgan Experience March 2012 - December 2013
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
J.P. Morgan March 2012 - December 2013
IM Trust January 2011 - February 2012
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Spanish, Trading, Acciones
Education
Universidad Adolfo Ibáñez 2010 — 2010
Master’s Degree, Economics and Public Policy
Universidad Adolfo Ibáñez 2007 — 2010
Bachelor’s Degree, Business Administration and Management, General
Merrill Lynch January 2014 - Present
J.P. Morgan March 2012 - December 2013
IM Trust January 2011 - February 2012
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Spanish, Trading, Acciones
Education
Universidad Adolfo Ibáñez 2010 — 2010
Master’s Degree, Economics and Public Policy
Universidad Adolfo Ibáñez 2007 — 2010
Bachelor’s Degree, Business Administration and Management, General
Ignacio Caronia's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate at Kellogg School of Management
Industry Investment Banking
Experience
Kellogg School of Management August 2014 - Present
J.P. Morgan June 2015 - August 2015
Johnson & Johnson April 2011 - June 2014
Johnson & Johnson April 2008 - March 2011
Publicidad Innovadora August 2006 - March 2008
Johnson & Johnson January 2006 - July 2006
Skills
Latin America, Forecasting, Business Planning, Pricing, Financial Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Cross-functional Team..., Economics, Cash Management, Analysis, Financial Forecasting, Mergers & Acquisitions, Financial Planning, Business Strategy, Marketing Strategy, Strategic Planning
Education
Universidad de 'San Andrés' 2008 — 2009
Postgraduate, Finance
Universidad de 'San Andrés' 2002 — 2006
Bachelor of Science (BS), Economics
Kellogg School of Management August 2014 - Present
J.P. Morgan June 2015 - August 2015
Johnson & Johnson April 2011 - June 2014
Johnson & Johnson April 2008 - March 2011
Publicidad Innovadora August 2006 - March 2008
Johnson & Johnson January 2006 - July 2006
Skills
Latin America, Forecasting, Business Planning, Pricing, Financial Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Cross-functional Team..., Economics, Cash Management, Analysis, Financial Forecasting, Mergers & Acquisitions, Financial Planning, Business Strategy, Marketing Strategy, Strategic Planning
Education
Universidad de 'San Andrés' 2008 — 2009
Postgraduate, Finance
Universidad de 'San Andrés' 2002 — 2006
Bachelor of Science (BS), Economics
Thomas Jackson Thomas Jackson's J.P. Morgan Experience 2008 - 2008
Job MBA Candidate at UCLA Anderson School of Management
Industry Internet
Experience
Apple 2015 - Present
Acorns 2014 - Present
UCLA Anderson School of Management 2014 - Present
Bloomberg LP 2012 - 2014
Bloomberg LP 2011 - 2012
Bloomberg LP 2011 - 2011
Bloomberg LP 2010 - 2011
Bloomberg LP 2009 - 2009
J.P. Morgan 2008 - 2008
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor’s Degree, Corporate Finance, Real Estate Finance
Newport Harbor High School 2002 — 2006
Apple 2015 - Present
Acorns 2014 - Present
UCLA Anderson School of Management 2014 - Present
Bloomberg LP 2012 - 2014
Bloomberg LP 2011 - 2012
Bloomberg LP 2011 - 2011
Bloomberg LP 2010 - 2011
Bloomberg LP 2009 - 2009
J.P. Morgan 2008 - 2008
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor’s Degree, Corporate Finance, Real Estate Finance
Newport Harbor High School 2002 — 2006
Carlos Römer Carlos Römer's J.P. Morgan Experience 1996 - 1998
Job Finance and Business Development Executive
Industry Financial Services
Experience
The Walt Disney Company - International May 2006 - March 2013
The Walt Disney Company - China February 2008 - May 2008
The Walt Disney Company - Latin America 2004 - 2006
The Walt Disney Company - Venezuela 2002 - 2004
PuntoPago.com 2000 - 2002
Procter & Gamble 1999 - 2000
Credit Lyonnais Securities 1998 - 1999
J.P. Morgan 1996 - 1998
CANTV / GTE (Now Verizon) 1993 - 1994
Skills
Financial Modeling, Finance, Project Planning, Financial Analysis, Forecasting, Strategy, Corporate Finance, Business Strategy, Mergers & Acquisitions, Strategic Planning, Management, Business Planning, Strategic Financial..., Capital Markets, Venture Capital, Private Equity, Securities, Business Intelligence, New Business Development, Business Process..., Start-ups, Valuation, Team Leadership, Team Development, International Business, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Corporate Strategy and Finance
Universidad Católica Andrés Bello 1988 — 1993
BS, Industrial Engineering, Emphasis in Production Optimization
The Walt Disney Company - International May 2006 - March 2013
The Walt Disney Company - China February 2008 - May 2008
The Walt Disney Company - Latin America 2004 - 2006
The Walt Disney Company - Venezuela 2002 - 2004
PuntoPago.com 2000 - 2002
Procter & Gamble 1999 - 2000
Credit Lyonnais Securities 1998 - 1999
J.P. Morgan 1996 - 1998
CANTV / GTE (Now Verizon) 1993 - 1994
Skills
Financial Modeling, Finance, Project Planning, Financial Analysis, Forecasting, Strategy, Corporate Finance, Business Strategy, Mergers & Acquisitions, Strategic Planning, Management, Business Planning, Strategic Financial..., Capital Markets, Venture Capital, Private Equity, Securities, Business Intelligence, New Business Development, Business Process..., Start-ups, Valuation, Team Leadership, Team Development, International Business, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Corporate Strategy and Finance
Universidad Católica Andrés Bello 1988 — 1993
BS, Industrial Engineering, Emphasis in Production Optimization
Alina Lloyd Alina Lloyd's J.P. Morgan Experience December 2003 - May 2014
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank May 2014 - Present
Women in Tech and Finance March 2013 - Present
J.P. Morgan December 2003 - May 2014
Skills
Corporate Development, Financial Services, Due Diligence, High Net Worth..., Strategy, Product Management, Cash Flow, Valuation, Competitive Analysis, Equities, Negotiation, Marketing, Financial Modeling, Credit Analysis, Bloomberg, Leadership, Portfolio Management, Underwriting, Marketing Communications, Analytics, Business Development, Market Research, Finance, Start-ups, Marketing Strategy, Real Estate, Emerging Markets, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Houston
BBA, Finance; International Business
Wells Fargo Private Bank May 2014 - Present
Women in Tech and Finance March 2013 - Present
J.P. Morgan December 2003 - May 2014
Skills
Corporate Development, Financial Services, Due Diligence, High Net Worth..., Strategy, Product Management, Cash Flow, Valuation, Competitive Analysis, Equities, Negotiation, Marketing, Financial Modeling, Credit Analysis, Bloomberg, Leadership, Portfolio Management, Underwriting, Marketing Communications, Analytics, Business Development, Market Research, Finance, Start-ups, Marketing Strategy, Real Estate, Emerging Markets, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Houston
BBA, Finance; International Business
Brian Cepelak's J.P. Morgan Experience April 2008 - April 2013
Job Martin Midstream
Industry Logistics and Supply Chain
Experience
Martin Midstream Partners L.P. August 2013 - Present
J.P. Morgan April 2008 - April 2013
United States Air Force October 2004 - September 2010
Morgan Stanley June 2006 - April 2008
US Navy Reserve June 2001 - October 2004
Skills
Logistics, Petroleum, Transportation, Business Development, Contract Negotiation, Process Improvement, Natural Gas, Shipping, Energy, International Shipping, Maritime, Project Management, Export, Training, Ports, New Business Development, Sales, Commodity, Negotiation, LNG, Management, Operations Management, Budgets, Freight, Procurement, Trading, Supply Chain Management, Commodity Markets, International Trade, Cross-functional..., Supply Chain Operations, Inventory Management, Dry and Wet Bulk..., Import/Export Operations, Pipeline, truck and..., Project Development and..., Logistics Management, 3PL, Warehousing, Supply Chain, Incoterms
Education
United States Merchant Marine Academy 1997 — 2001
Bachelor of Science (B.S.), Marine Transportation
Martin Midstream Partners L.P. August 2013 - Present
J.P. Morgan April 2008 - April 2013
United States Air Force October 2004 - September 2010
Morgan Stanley June 2006 - April 2008
US Navy Reserve June 2001 - October 2004
Skills
Logistics, Petroleum, Transportation, Business Development, Contract Negotiation, Process Improvement, Natural Gas, Shipping, Energy, International Shipping, Maritime, Project Management, Export, Training, Ports, New Business Development, Sales, Commodity, Negotiation, LNG, Management, Operations Management, Budgets, Freight, Procurement, Trading, Supply Chain Management, Commodity Markets, International Trade, Cross-functional..., Supply Chain Operations, Inventory Management, Dry and Wet Bulk..., Import/Export Operations, Pipeline, truck and..., Project Development and..., Logistics Management, 3PL, Warehousing, Supply Chain, Incoterms
Education
United States Merchant Marine Academy 1997 — 2001
Bachelor of Science (B.S.), Marine Transportation
Paul Cristiano Paul Cristiano's J.P. Morgan Experience 1992 - 1994
Job Director and Treasurer, GE Capital
Industry Financial Services
Experience
GE Capital June 2009 - Present
GE Capital April 2006 - June 2009
ABN AMRO Bank 2004 - 2006
AIMAC Private Equity Fund August 2000 - October 2004
Bank of Tokyo-Mitsubishi UFJ July 1997 - July 2000
Credit Agricole Corporate & Investment Bank 1995 - 1997
Bank of Tokyo-Mitsubishi UFJ June 1994 - September 1995
J.P. Morgan 1992 - 1994
Hewlett-Packard July 1989 - August 1992
Skills
Corporate Finance, Venture Capital, Private Equity, Structured Finance, Treasury Management, Portfolio Management, Mergers & Acquisitions, Banking, Asset Management, Risk Management, Cash Management, Operational Excellence, Foreign Currency..., Due Diligence, Funding, Credit, Liquidity Management, Hedging, Regulatory Analysis, ALM, Loans, Valuation, Capital Markets, Investments, Mortgage Lending, Credit Analysis, Acquisition Integration, Financial Analysis, Cross-border..., Capital Structure, Financial Modeling
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1985 — 1989
BS, Engineering
GE Capital June 2009 - Present
GE Capital April 2006 - June 2009
ABN AMRO Bank 2004 - 2006
AIMAC Private Equity Fund August 2000 - October 2004
Bank of Tokyo-Mitsubishi UFJ July 1997 - July 2000
Credit Agricole Corporate & Investment Bank 1995 - 1997
Bank of Tokyo-Mitsubishi UFJ June 1994 - September 1995
J.P. Morgan 1992 - 1994
Hewlett-Packard July 1989 - August 1992
Skills
Corporate Finance, Venture Capital, Private Equity, Structured Finance, Treasury Management, Portfolio Management, Mergers & Acquisitions, Banking, Asset Management, Risk Management, Cash Management, Operational Excellence, Foreign Currency..., Due Diligence, Funding, Credit, Liquidity Management, Hedging, Regulatory Analysis, ALM, Loans, Valuation, Capital Markets, Investments, Mortgage Lending, Credit Analysis, Acquisition Integration, Financial Analysis, Cross-border..., Capital Structure, Financial Modeling
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1985 — 1989
BS, Engineering
Jose Maria Fornasari Jose Maria Fornasari's J.P. Morgan Experience August 2013 - Present
Job Associate Banker JPMorgan NYC
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
University of Michigan Ross School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Immofori A.C March 2012 - April 2012
Shell Oil Company September 2007 - July 2011
Grupo ASSA January 2007 - September 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Business Strategy, Financial Modeling, Forecasting, Economics, Strategic Planning, Business Planning, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2013
MBA, MBA
Universidad de 'San Andrés' 2008 — 2009
Master in Finance (pending thesis), Finance
Universidad de Buenos Aires 2000 — 2005
Lic. Economics, Economics
J.P. Morgan August 2013 - Present
University of Michigan Ross School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Immofori A.C March 2012 - April 2012
Shell Oil Company September 2007 - July 2011
Grupo ASSA January 2007 - September 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Business Strategy, Financial Modeling, Forecasting, Economics, Strategic Planning, Business Planning, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2013
MBA, MBA
Universidad de 'San Andrés' 2008 — 2009
Master in Finance (pending thesis), Finance
Universidad de Buenos Aires 2000 — 2005
Lic. Economics, Economics
Bryan Crane's J.P. Morgan Experience 2007 - 2010
Job Director of Acquisitions at Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC August 2014 - Present
Artemis Real Estate Partners 2013 - 2014
Rockwood Capital 2010 - 2013
J.P. Morgan 2007 - 2010
Lehman Brothers 2003 - 2007
Skills
Real Estate Private..., Real Estate Investor, Real Estate Development, Real Estate Transactions, Real Estate Economics, Disposition, Real Estate Financing, Commercial Real Estate, Acquisitions, Valuation, Leases, Brokerage, Due Diligence, Dispositions
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance and Real Estate
University of Virginia 1995 — 1999
BA, Economics
Clarion Partners LLC August 2014 - Present
Artemis Real Estate Partners 2013 - 2014
Rockwood Capital 2010 - 2013
J.P. Morgan 2007 - 2010
Lehman Brothers 2003 - 2007
Skills
Real Estate Private..., Real Estate Investor, Real Estate Development, Real Estate Transactions, Real Estate Economics, Disposition, Real Estate Financing, Commercial Real Estate, Acquisitions, Valuation, Leases, Brokerage, Due Diligence, Dispositions
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance and Real Estate
University of Virginia 1995 — 1999
BA, Economics
Paul Kivuva Paul Kivuva's J.P. Morgan Experience September 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
UTC Fire & Security June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Management, Analysis, Investments, Fixed Income, Banking, Hedge Funds
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor, Finance, Spanish & Entrepreneurship
Universidad Antonio de Nebrija 2010 — 2010
Business, Spanish
Saint Petersburg High School
J.P. Morgan September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
UTC Fire & Security June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Management, Analysis, Investments, Fixed Income, Banking, Hedge Funds
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor, Finance, Spanish & Entrepreneurship
Universidad Antonio de Nebrija 2010 — 2010
Business, Spanish
Saint Petersburg High School
Jared A. Denson Jared A. Denson's J.P. Morgan Experience 2007 - 2007
Job Management Consultant
Industry Management Consulting
Experience
Intellectual Concepts, LLC September 2013 - Present
Fidelity April 2011 - September 2013
Senator Judson Hill April 2010 - December 2010
State of Alabama Attorney General May 2008 - August 2008
AIPAC May 2007 - August 2008
J.P. Morgan 2007 - 2007
Skills
Management Consulting, Business Development, Market Research, Strategic Communications, Mergers & Acquisitions, Corporate Finance, Banking, Risk Management, Capital Markets, Business Process..., Competitive Analysis, Market Entry, Portfolio Management, Strategic Planning, Financial Services, Business Transformation, Operational Excellence, PMP, Data Analysis
Education
University of Alabama 2006 — 2010
Bachelors of Arts
Universidad de Salamanca 2009 — 2009
DELE B2 Diploma
Intellectual Concepts, LLC September 2013 - Present
Fidelity April 2011 - September 2013
Senator Judson Hill April 2010 - December 2010
State of Alabama Attorney General May 2008 - August 2008
AIPAC May 2007 - August 2008
J.P. Morgan 2007 - 2007
Skills
Management Consulting, Business Development, Market Research, Strategic Communications, Mergers & Acquisitions, Corporate Finance, Banking, Risk Management, Capital Markets, Business Process..., Competitive Analysis, Market Entry, Portfolio Management, Strategic Planning, Financial Services, Business Transformation, Operational Excellence, PMP, Data Analysis
Education
University of Alabama 2006 — 2010
Bachelors of Arts
Universidad de Salamanca 2009 — 2009
DELE B2 Diploma
Jackie LePore Jackie LePore's J.P. Morgan Experience June 2008 - August 2011
Job Marketing Intern, Beverage Division at Nestle S.A.
Industry Consumer Goods
Experience
UCLA Anderson School of Management September 2012 - June 2014
Nestle S.A. June 2013 - August 2013
J.P. Morgan June 2008 - August 2011
Bear Stearns July 2006 - June 2008
Skills
Public Finance, Municipal Bonds, Quantitative Analytics, Written & Oral..., Capital Markets, Securities, Bloomberg, Fixed Income
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
UCLA Anderson School of Management September 2012 - June 2014
Nestle S.A. June 2013 - August 2013
J.P. Morgan June 2008 - August 2011
Bear Stearns July 2006 - June 2008
Skills
Public Finance, Municipal Bonds, Quantitative Analytics, Written & Oral..., Capital Markets, Securities, Bloomberg, Fixed Income
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
David Frasz's J.P. Morgan Experience January 2014 - November 2014
Job Analyst at Arbor Commercial Mortgage
Industry Financial Services
Experience
Arbor Commercial Mortgage December 2014 - Present
J.P. Morgan January 2014 - November 2014
State Street June 2013 - January 2014
Keshet December 2012 - May 2013
Integrated Computer Solutions, Inc. November 2011 - September 2012
Bangor Savings Bank July 2011 - November 2011
Ameriprise Financial January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Leadership, Salesforce.com, Teamwork, Customer Service, Critical Thinking, Problem Solving, Writing, Strategic Thinking, Qualitative Research, Quantitative Research, Market Research, PowerPoint, QuickBooks, Social Networking, Stata, Financial Accounting, Mathematics, Policy, Invoicing, Peer Tutoring, Eviews, Commercial Real Estate..., Mortgage Underwriting, Real Estate Financing, Fannie Mae, Freddie Mac, Bridge Loans, CMBS, Confidentiality, Anti Money Laundering, Regulatory Compliance, Foreign Exchange, Trade Processing, Creativity, Microsoft Outlook, Athletic Training, Grant Writing, Wall Street Systems, FXall, Misys, Python, CLS, IBS, MShare, GDT, i-Vault
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics, Magna Cum Laude
Foxcroft Academy 2006 — 2007
Kimball Union Academy 2003 — 2006
Arbor Commercial Mortgage December 2014 - Present
J.P. Morgan January 2014 - November 2014
State Street June 2013 - January 2014
Keshet December 2012 - May 2013
Integrated Computer Solutions, Inc. November 2011 - September 2012
Bangor Savings Bank July 2011 - November 2011
Ameriprise Financial January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Leadership, Salesforce.com, Teamwork, Customer Service, Critical Thinking, Problem Solving, Writing, Strategic Thinking, Qualitative Research, Quantitative Research, Market Research, PowerPoint, QuickBooks, Social Networking, Stata, Financial Accounting, Mathematics, Policy, Invoicing, Peer Tutoring, Eviews, Commercial Real Estate..., Mortgage Underwriting, Real Estate Financing, Fannie Mae, Freddie Mac, Bridge Loans, CMBS, Confidentiality, Anti Money Laundering, Regulatory Compliance, Foreign Exchange, Trade Processing, Creativity, Microsoft Outlook, Athletic Training, Grant Writing, Wall Street Systems, FXall, Misys, Python, CLS, IBS, MShare, GDT, i-Vault
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics, Magna Cum Laude
Foxcroft Academy 2006 — 2007
Kimball Union Academy 2003 — 2006
Katie Enista Katie Enista's J.P. Morgan Experience June 2013 - May 2015
Job VP, Business Development at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management May 2015 - Present
J.P. Morgan June 2013 - May 2015
AllianceBernstein February 2011 - June 2013
AllianceBernstein January 2008 - February 2011
Cadwalader, Wickersham & Taft LLP 2007 - 2008
Skills
Series 7, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Investment Management, Investment Strategies, Separately Managed...
Education
Union College 2003 — 2007
BA, Political Science
Middlesex School
Congress Wealth Management May 2015 - Present
J.P. Morgan June 2013 - May 2015
AllianceBernstein February 2011 - June 2013
AllianceBernstein January 2008 - February 2011
Cadwalader, Wickersham & Taft LLP 2007 - 2008
Skills
Series 7, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Investment Management, Investment Strategies, Separately Managed...
Education
Union College 2003 — 2007
BA, Political Science
Middlesex School
Reid Jacoby Reid Jacoby's J.P. Morgan Experience February 2013 - September 2014
Job Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets October 2014 - Present
J.P. Morgan February 2013 - September 2014
HoopNuts LLC June 2012 - January 2013
EZ Metrology April 2011 - December 2011
Federated Investors May 2011 - August 2011
Sylvan Learning Centers April 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Research, Market Research, Microsoft Word, Social Media, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Universidad Antonio de Nebrija 2010 — 2010
Estudios Hispanicos
University of Michigan
RBC Capital Markets October 2014 - Present
J.P. Morgan February 2013 - September 2014
HoopNuts LLC June 2012 - January 2013
EZ Metrology April 2011 - December 2011
Federated Investors May 2011 - August 2011
Sylvan Learning Centers April 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Research, Market Research, Microsoft Word, Social Media, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Universidad Antonio de Nebrija 2010 — 2010
Estudios Hispanicos
University of Michigan
Ali Bathgate's J.P. Morgan Experience July 2015 - Present
Job Private Bank Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan January 2013 - July 2015
J.P. Morgan July 2012 - December 2012
Van Wyck & Van Wyck May 2012 - June 2012
Nourish International September 2011 - April 2012
Van Wyck & Van Wyck June 2011 - August 2011
UNC Entrepreneurship Minor February 2011 - August 2011
Skills
Nonprofits, Financial Modeling, Valuation, Financial Analysis, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance, Spanish, Investments, Fixed Income, Social Media, Series 7, Research, Market Research, Series 63
Education
University of North Carolina at Chapel Hill 2008 — 2012
Lorenzo de' Medici 2011 — 2011
Italian Language, International Studies, Art and Culture
Universidad de Salamanca 2010 — 2010
Spanish Language and Culture
Kent Denver School 2001 — 2008
J.P. Morgan July 2015 - Present
J.P. Morgan January 2013 - July 2015
J.P. Morgan July 2012 - December 2012
Van Wyck & Van Wyck May 2012 - June 2012
Nourish International September 2011 - April 2012
Van Wyck & Van Wyck June 2011 - August 2011
UNC Entrepreneurship Minor February 2011 - August 2011
Skills
Nonprofits, Financial Modeling, Valuation, Financial Analysis, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance, Spanish, Investments, Fixed Income, Social Media, Series 7, Research, Market Research, Series 63
Education
University of North Carolina at Chapel Hill 2008 — 2012
Lorenzo de' Medici 2011 — 2011
Italian Language, International Studies, Art and Culture
Universidad de Salamanca 2010 — 2010
Spanish Language and Culture
Kent Denver School 2001 — 2008
Greg Pacos Greg Pacos's J.P. Morgan Experience 2004 - 2009
Job Senior Vice President, Corporate Finance at Korn/Ferry International
Industry Management Consulting
Experience
Korn/Ferry International May 2013 - Present
Cushman & Wakefield 2010 - April 2013
J.P. Morgan 2004 - 2009
Bank One 2002 - 2004
Bank of America 1997 - 2002
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1992 - 1995
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Finance, Finance, Banking, Management, Analysis, Due Diligence, Real Estate, Valuation, Credit
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance & Accounting
University of the Pacific 1981 — 1985
Bachelor of Science, Business Administration - Finance
Korn/Ferry International May 2013 - Present
Cushman & Wakefield 2010 - April 2013
J.P. Morgan 2004 - 2009
Bank One 2002 - 2004
Bank of America 1997 - 2002
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1992 - 1995
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Finance, Finance, Banking, Management, Analysis, Due Diligence, Real Estate, Valuation, Credit
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance & Accounting
University of the Pacific 1981 — 1985
Bachelor of Science, Business Administration - Finance
Andrew Diaz's J.P. Morgan Experience June 2009 - August 2009
Job Research Analyst at Empyrean Capital Partners
Industry Financial Services
Experience
Empyrean Capital Partners July 2014 - Present
Catalus Capital February 2013 - July 2014
Prudential Capital Group July 2010 - February 2013
J.P. Morgan June 2009 - August 2009
BCMS Corporate January 2009 - May 2009
Skills
Mezzanine, LBO, Private Equity, Corporate Finance, Leveraged Finance, Distressed Debt, Value Investing, Special Situations, Recapitalizations, Capital, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
BS, Economics
United States Naval Academy 2006 — 2008
manteo high school 2001 — 2005
Empyrean Capital Partners July 2014 - Present
Catalus Capital February 2013 - July 2014
Prudential Capital Group July 2010 - February 2013
J.P. Morgan June 2009 - August 2009
BCMS Corporate January 2009 - May 2009
Skills
Mezzanine, LBO, Private Equity, Corporate Finance, Leveraged Finance, Distressed Debt, Value Investing, Special Situations, Recapitalizations, Capital, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
BS, Economics
United States Naval Academy 2006 — 2008
manteo high school 2001 — 2005
Kathryn Jesaitis's J.P. Morgan Experience July 2014 - Present
Job Technology Analyst at J.P Morgan
Industry Computer Software
Experience
J.P. Morgan July 2014 - Present
University of Florida Athletic Association May 2011 - January 2014
Zeta Tau Alpha Fraternity November 2012 - November 2013
J.P. Morgan June 2013 - August 2013
Suncoasters of Saint Petersburg March 2012 - March 2013
Zeta Tau Alpha November 2011 - December 2012
Benton Engineering Council October 2011 - February 2012
The Shop Saint Petersburg May 2009 - September 2009
Skills
Critical Thinking, Event Planning, Microsoft Office, Social Media, Social Media Marketing, Leadership Development, PowerPoint, Public Speaking, Management, Spanish, Recruiting, Customer Service, Project Planning, Budgets, Leadership
Education
University of Florida 2010 — 2014
Bachelor of Science, Industrial and Systems Engineering, Minoring in Business Administration and Sales Engineering
Saint Petersburg High School 2006 — 2010
International Baccalaureate Program
Universidad de Salamanca 2008 — 2008
Spanish Language and Culture
J.P. Morgan July 2014 - Present
University of Florida Athletic Association May 2011 - January 2014
Zeta Tau Alpha Fraternity November 2012 - November 2013
J.P. Morgan June 2013 - August 2013
Suncoasters of Saint Petersburg March 2012 - March 2013
Zeta Tau Alpha November 2011 - December 2012
Benton Engineering Council October 2011 - February 2012
The Shop Saint Petersburg May 2009 - September 2009
Skills
Critical Thinking, Event Planning, Microsoft Office, Social Media, Social Media Marketing, Leadership Development, PowerPoint, Public Speaking, Management, Spanish, Recruiting, Customer Service, Project Planning, Budgets, Leadership
Education
University of Florida 2010 — 2014
Bachelor of Science, Industrial and Systems Engineering, Minoring in Business Administration and Sales Engineering
Saint Petersburg High School 2006 — 2010
International Baccalaureate Program
Universidad de Salamanca 2008 — 2008
Spanish Language and Culture
Carol Jacob Carol Jacob's J.P. Morgan Experience December 2009 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2009 - Present
JP Morgan June 2006 - December 2009
JP Morgan September 2002 - June 2006
JP Morgan Chase September 1999 - June 2003
Skills
Investment Banking, Settlements, Equities, FX, Back Office, Program Management
Education
UCL 1995 — 1996
MSc, Information Technology
UCL 1992 — 1995
BSc, Chemistry
J.P. Morgan December 2009 - Present
JP Morgan June 2006 - December 2009
JP Morgan September 2002 - June 2006
JP Morgan Chase September 1999 - June 2003
Skills
Investment Banking, Settlements, Equities, FX, Back Office, Program Management
Education
UCL 1995 — 1996
MSc, Information Technology
UCL 1992 — 1995
BSc, Chemistry
Doug MacFaddin's J.P. Morgan Experience February 1994 - March 2008
Job Senior Client Manager at Borderfree
Industry Computer Software
Experience
Borderfree June 2014 - April 2015
LiftForward February 2014 - June 2014
Reloaded Games, Inc. May 2013 - December 2013
Pando Networks April 2012 - May 2013
Laureate Biopharmaceutical Services June 2011 - March 2012
DWM Consulting February 2011 - February 2012
PhotoOne Software September 2008 - November 2010
J.P. Morgan February 1994 - March 2008
Prudential Securities October 1990 - February 1994
Dean WItter Reynolds November 1987 - October 1990
Skills
SEO, CRM, Salesforce,...
Education
Union College 1979 — 1983
BS, Industrial Economics
University of Michigan 1982 — 1982
Public Finance Institute
Borderfree June 2014 - April 2015
LiftForward February 2014 - June 2014
Reloaded Games, Inc. May 2013 - December 2013
Pando Networks April 2012 - May 2013
Laureate Biopharmaceutical Services June 2011 - March 2012
DWM Consulting February 2011 - February 2012
PhotoOne Software September 2008 - November 2010
J.P. Morgan February 1994 - March 2008
Prudential Securities October 1990 - February 1994
Dean WItter Reynolds November 1987 - October 1990
Skills
SEO, CRM, Salesforce,...
Education
Union College 1979 — 1983
BS, Industrial Economics
University of Michigan 1982 — 1982
Public Finance Institute
Matthew Cooney Matthew Cooney's J.P. Morgan Experience April 2015 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2015 - Present
JP Morgan Private Bank June 2013 - March 2015
NYU Stern School of Business February 2011 - May 2013
United States Marine Corps April 2010 - August 2012
United States Marine Corps January 2006 - February 2010
Skills
Team Leadership, Data Analysis, Team Management, Strategic Leadership, Selling Skills, Market Analysis, Operations Management, Project Coordination, Briefs, Communication Skills, Military Operations, Operational Planning, Military, Security Clearance
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
United States Naval Academy 1999 — 2003
BS, Economics
J.P. Morgan April 2015 - Present
JP Morgan Private Bank June 2013 - March 2015
NYU Stern School of Business February 2011 - May 2013
United States Marine Corps April 2010 - August 2012
United States Marine Corps January 2006 - February 2010
Skills
Team Leadership, Data Analysis, Team Management, Strategic Leadership, Selling Skills, Market Analysis, Operations Management, Project Coordination, Briefs, Communication Skills, Military Operations, Operational Planning, Military, Security Clearance
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
United States Naval Academy 1999 — 2003
BS, Economics
Christopher Garibaldi's J.P. Morgan Experience June 2014 - Present
Job Global Investment Management Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
Union College Global Investment Management AnalystJPMorgan Chase & Co.September 2014 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Skills
Tenacious Work Ethic, Microsoft Word
Education
Union College 2011 — 2015
Bachelor of Arts (BA), Economics
Union College Global Investment Management AnalystJPMorgan Chase & Co.September 2014 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Skills
Tenacious Work Ethic, Microsoft Word
Education
Union College 2011 — 2015
Bachelor of Arts (BA), Economics
Jaclyn Bild's J.P. Morgan Experience July 2011 - August 2013
Job Product Development, Coral and Stones Unlimited
Industry Luxury Goods & Jewelry
Experience
One Kings Lane October 2014 - June 2015
One Kings Lane August 2013 - October 2014
J.P. Morgan July 2011 - August 2013
J.P. Morgan June 2010 - August 2010
Douglas Elliman May 2009 - July 2009
Harrison & Shriftman June 2008 - August 2008
Mayor & Commission Office June 2008 - August 2008
Skills
Spanish-speaking, Series 7, Banking, Microsoft Office Suite, Series 63, Real Estate License, Argus Modeling, Asset Allocation, MySQL, Tableau, Analytics, Business Analytics, E-commerce, SQL, Retail, Financial Modeling, Social Media, Spanish, Microsoft Office, Microsoft Excel, Analysis, Data Analysis
Education
Washington University in St. Louis - Olin Business School 2007 — 2011
B.S. Business Administration, Finance, Marketing, Spanish
Universidad Carlos III de Madrid 2009 — 2009
Study Abroad, Spanish
One Kings Lane October 2014 - June 2015
One Kings Lane August 2013 - October 2014
J.P. Morgan July 2011 - August 2013
J.P. Morgan June 2010 - August 2010
Douglas Elliman May 2009 - July 2009
Harrison & Shriftman June 2008 - August 2008
Mayor & Commission Office June 2008 - August 2008
Skills
Spanish-speaking, Series 7, Banking, Microsoft Office Suite, Series 63, Real Estate License, Argus Modeling, Asset Allocation, MySQL, Tableau, Analytics, Business Analytics, E-commerce, SQL, Retail, Financial Modeling, Social Media, Spanish, Microsoft Office, Microsoft Excel, Analysis, Data Analysis
Education
Washington University in St. Louis - Olin Business School 2007 — 2011
B.S. Business Administration, Finance, Marketing, Spanish
Universidad Carlos III de Madrid 2009 — 2009
Study Abroad, Spanish
Jason Meloy Jason Meloy's J.P. Morgan Experience June 2014 - August 2014
Job Team Member at Allan Brothers, Inc.
Industry Farming
Experience
Allan Brothers, Inc. May 2015 - Present
J.P. Morgan June 2014 - August 2014
U.S. Army May 2005 - July 2013
Skills
Operational Planning, Security Clearance, Command, Leadership, Military, Army, Microsoft Office, Military Operations, Training, Military Experience, Project Planning, DoD, National Security, Counterinsurgency, Top Secret
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics
United States Military Academy at West Point 2001 — 2005
B.S. Economics, Systems Engineering
Naches Valley High School
Allan Brothers, Inc. May 2015 - Present
J.P. Morgan June 2014 - August 2014
U.S. Army May 2005 - July 2013
Skills
Operational Planning, Security Clearance, Command, Leadership, Military, Army, Microsoft Office, Military Operations, Training, Military Experience, Project Planning, DoD, National Security, Counterinsurgency, Top Secret
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics
United States Military Academy at West Point 2001 — 2005
B.S. Economics, Systems Engineering
Naches Valley High School
Jason Alambra's J.P. Morgan Experience September 1998 - November 1999
Job Film Finance at Grosvenor Park
Industry Entertainment
Experience
Grosvenor Park July 2007 - Present
Fox Filmed Entertainment January 2007 - March 2007
Fox Filmed Entertainment June 2006 - August 2006
Miramax March 2003 - September 2004
Goldman Sachs November 1999 - June 2001
J.P. Morgan September 1998 - November 1999
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (MBA)
University of Virginia 1994 — 1998
Bachelor of Science (B.S.), Systems Engineering
Grosvenor Park July 2007 - Present
Fox Filmed Entertainment January 2007 - March 2007
Fox Filmed Entertainment June 2006 - August 2006
Miramax March 2003 - September 2004
Goldman Sachs November 1999 - June 2001
J.P. Morgan September 1998 - November 1999
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (MBA)
University of Virginia 1994 — 1998
Bachelor of Science (B.S.), Systems Engineering
Anthony Lopiccolo, CFA's J.P. Morgan Experience March 2013 - Present
Job Vice President
Industry Investment Management
Experience
J.P. Morgan March 2013 - Present
Instiutional Trading September 2008 - March 2013
US Air Force May 2003 - August 2008
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
United States Air Force Academy 1999 — 2003
BS, Management
J.P. Morgan March 2013 - Present
Instiutional Trading September 2008 - March 2013
US Air Force May 2003 - August 2008
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
United States Air Force Academy 1999 — 2003
BS, Management
Alex Grodnik's J.P. Morgan Experience July 2009 - March 2012
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Banking
Experience
UCLA Anderson School of Management September 2015 - Present
Whalerock Industries August 2013 - August 2015
Houlihan Lokey March 2012 - August 2013
J.P. Morgan July 2009 - March 2012
Skills
Financial Analysis, Financial Modeling, Private Equity, Digital Media, New Media, Entertainment Industry, Media & Entertainment, Corporate Finance, Investment Banking, Mergers & Acquisitions, Analytics, Restructuring, Bloomberg, Valuation, Capital Markets, Fixed Income
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University 2005 — 2009
BS Finance
Park City High School
UCLA Anderson School of Management September 2015 - Present
Whalerock Industries August 2013 - August 2015
Houlihan Lokey March 2012 - August 2013
J.P. Morgan July 2009 - March 2012
Skills
Financial Analysis, Financial Modeling, Private Equity, Digital Media, New Media, Entertainment Industry, Media & Entertainment, Corporate Finance, Investment Banking, Mergers & Acquisitions, Analytics, Restructuring, Bloomberg, Valuation, Capital Markets, Fixed Income
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University 2005 — 2009
BS Finance
Park City High School
Mike Trezza's J.P. Morgan Experience 2002 - 2008
Job Institutional Account Executive at Bayes Capital
Industry Financial Services
Experience
Bayes Capital September 2014 - Present
Global Liquidity Partners April 2012 - September 2014
Knight Capital Group 2008 - 2011
J.P. Morgan 2002 - 2008
Neovest 2002 - 2005
Citi 1999 - 2002
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1992 - 1998
Skills
Series 24, Series 7, Series 63, Sales, Consultative Selling, Cross Selling, Algorithmic Trading, Trading Technology, Quantitative Trading, Quantitative Investment..., Sell Side, Buy-side, Hedge Funds, Institutional Clients, Business Development, Electronic Trading, Equity Trading, Broker-Dealer, Best Execution, Equities
Education
UCLA Anderson School of Management
MBA, Finance
University of Pennsylvania
BSE, Electrical Engineering
Bayes Capital September 2014 - Present
Global Liquidity Partners April 2012 - September 2014
Knight Capital Group 2008 - 2011
J.P. Morgan 2002 - 2008
Neovest 2002 - 2005
Citi 1999 - 2002
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1992 - 1998
Skills
Series 24, Series 7, Series 63, Sales, Consultative Selling, Cross Selling, Algorithmic Trading, Trading Technology, Quantitative Trading, Quantitative Investment..., Sell Side, Buy-side, Hedge Funds, Institutional Clients, Business Development, Electronic Trading, Equity Trading, Broker-Dealer, Best Execution, Equities
Education
UCLA Anderson School of Management
MBA, Finance
University of Pennsylvania
BSE, Electrical Engineering
Kory Farmer Kory Farmer's J.P. Morgan Experience May 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2013 - Present
UBS Investment Bank September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
US Army June 2001 - September 2009
US Military Academy 1997 - 2001
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Equity, Program Management, Risk Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), General Managment
United States Military Academy at West Point 1997 — 2001
BS, International Relations and Economics
Georgetown Preparatory School 1993 — 1997
High School Diploma
J.P. Morgan May 2013 - Present
UBS Investment Bank September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
US Army June 2001 - September 2009
US Military Academy 1997 - 2001
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Equity, Program Management, Risk Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), General Managment
United States Military Academy at West Point 1997 — 2001
BS, International Relations and Economics
Georgetown Preparatory School 1993 — 1997
High School Diploma
Paul S. Checketts Paul S. Checketts's J.P. Morgan Experience February 2010 - Present
Job J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan February 2010 - Present
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of California, Los Angeles
BA, History
J.P. Morgan February 2010 - Present
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of California, Los Angeles
BA, History
Khattaab Khan's J.P. Morgan Experience June 2012 - August 2012
Job Strategy Consultant at Optimizely
Industry Financial Services
Experience
PayPal August 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Deloitte July 2011 - August 2011
FAMA Holdings January 2008 - June 2011
Experian February 2007 - January 2008
Rockefeller Brothers Fund June 2005 - September 2005
World Food Programme 2004 - 2004
U.S. House of Representatives June 2002 - August 2002
Skills
Financial Modeling, Project Management, Business Development, Private Equity, Real Estate Transactions, Valuation, Corporate Development, Management Consulting, Investment Banking, Portfolio Management, Strategic Planning, Strategic Communications, Strategy, Due Diligence, Online Payment, International Market..., International Project..., Mergers, Statistics, Cross-functional Team..., Cross-border..., International Business..., Mergers & Acquisitions, Analysis, Entrepreneurship, A/B testing, Client Relations Skills, Market Research, Online Marketing, Product Management, Investments, Analytics, Finance, Management, Economics, Competitive Analysis, Emerging Markets, Corporate Finance, Business Strategy, Contract Negotiation, Strategic Consulting, Market Analysis, Financial Analysis, Segmentation, Marketing, Startup Development, Digital Marketing, Online Marketing..., Data Analysis
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA
University of California, Los Angeles - The Anderson School of Management 2008 — 2009
Cambridge University 2005 — 2006
M.Phil.
University of California, Los Angeles 2001 — 2005
B.A.
CVHS
PayPal August 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Deloitte July 2011 - August 2011
FAMA Holdings January 2008 - June 2011
Experian February 2007 - January 2008
Rockefeller Brothers Fund June 2005 - September 2005
World Food Programme 2004 - 2004
U.S. House of Representatives June 2002 - August 2002
Skills
Financial Modeling, Project Management, Business Development, Private Equity, Real Estate Transactions, Valuation, Corporate Development, Management Consulting, Investment Banking, Portfolio Management, Strategic Planning, Strategic Communications, Strategy, Due Diligence, Online Payment, International Market..., International Project..., Mergers, Statistics, Cross-functional Team..., Cross-border..., International Business..., Mergers & Acquisitions, Analysis, Entrepreneurship, A/B testing, Client Relations Skills, Market Research, Online Marketing, Product Management, Investments, Analytics, Finance, Management, Economics, Competitive Analysis, Emerging Markets, Corporate Finance, Business Strategy, Contract Negotiation, Strategic Consulting, Market Analysis, Financial Analysis, Segmentation, Marketing, Startup Development, Digital Marketing, Online Marketing..., Data Analysis
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA
University of California, Los Angeles - The Anderson School of Management 2008 — 2009
Cambridge University 2005 — 2006
M.Phil.
University of California, Los Angeles 2001 — 2005
B.A.
CVHS
Alejandro Arenas Alejandro Arenas's J.P. Morgan Experience July 2013 - April 2015
Job Associate at DWM
Industry Venture Capital & Private Equity
Experience
Developing World Markets April 2015 - Present
J.P. Morgan July 2013 - April 2015
Inverlink January 2011 - July 2013
Skills
Emerging Markets, Investment Banking, Financial Modeling, Valuation, M&A experience, Private Equity, Corporate Finance, Financial Analysis, Project Finance, Spanish, Due Diligence, Mergers & Acquisitions, Business Strategy, Economics, Capital Markets, Fixed Income, Entrepreneurship
Education
Universidad de Los Andes 2006 — 2010
Bachelor of Science (BS), Economics
Developing World Markets April 2015 - Present
J.P. Morgan July 2013 - April 2015
Inverlink January 2011 - July 2013
Skills
Emerging Markets, Investment Banking, Financial Modeling, Valuation, M&A experience, Private Equity, Corporate Finance, Financial Analysis, Project Finance, Spanish, Due Diligence, Mergers & Acquisitions, Business Strategy, Economics, Capital Markets, Fixed Income, Entrepreneurship
Education
Universidad de Los Andes 2006 — 2010
Bachelor of Science (BS), Economics
Jared Mosby's J.P. Morgan Experience July 2014 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2014 - July 2014
US Army, Joint Multinational Training Command 2012 - April 2014
US Army, 36th Signal Battalion 2010 - 2012
1st Signal Brigade 2009 - 2010
US Army, 1st Battalion, 81st Armor Regiment 2007 - 2009
US Army, 2nd Brigade 101st Airborne Division 2005 - 2007
Skills
Military Operations, Military, Command, Army, Military Experience, Force Protection, Weapons, Operational Planning, Security Clearance, Information Assurance, Security, Combat, Leadership, Defense, National Security
Education
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS), Systems Engineering/International Relations
J.P. Morgan July 2014 - Present
J.P. Morgan May 2014 - July 2014
US Army, Joint Multinational Training Command 2012 - April 2014
US Army, 36th Signal Battalion 2010 - 2012
1st Signal Brigade 2009 - 2010
US Army, 1st Battalion, 81st Armor Regiment 2007 - 2009
US Army, 2nd Brigade 101st Airborne Division 2005 - 2007
Skills
Military Operations, Military, Command, Army, Military Experience, Force Protection, Weapons, Operational Planning, Security Clearance, Information Assurance, Security, Combat, Leadership, Defense, National Security
Education
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS), Systems Engineering/International Relations
Darline Mensah Darline Mensah's J.P. Morgan Experience July 2013 - August 2013
Job Student
Industry Human Resources
Experience
American Eagle Outfitters April 2015 - Present
WorldWide Photography December 2013 - Present
Applebee's August 2014 - January 2015
J.P. Morgan July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Customer Service
Education
Union County College 2014 — 2016
Saint Vincent Academy 2010 — 2014
American Eagle Outfitters April 2015 - Present
WorldWide Photography December 2013 - Present
Applebee's August 2014 - January 2015
J.P. Morgan July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Customer Service
Education
Union County College 2014 — 2016
Saint Vincent Academy 2010 — 2014
Brendan Noble Brendan Noble's J.P. Morgan Experience November 2013 - Present
Job Sales & Trading Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2013 - Present
J.P. Morgan October 2013 - November 2013
United States Marine Corps May 2009 - October 2013
Skills
Leadership, Strategic Planning, Problem Solving, Project Management, Communication, Teamwork, Military Decision..., Close Attention to..., Accountability, Multi Tasking, Conflict Resolution, Written & Oral..., Risk Management, Finance, Financial Modeling, Microsoft Excel, PowerPoint, Strategic Financial..., Marketing, Relationship Management, Financial Analysis, Contingency Planning, Operational Risk..., Training Management, Military Training, Critical Thinking, Team Leadership
Education
United States Naval Academy 2005 — 2009
Bachelor of Science (BS), Economics
United States Marine Corps
Professional Military Education
Mount Carmel High School 2001 — 2005
J.P. Morgan November 2013 - Present
J.P. Morgan October 2013 - November 2013
United States Marine Corps May 2009 - October 2013
Skills
Leadership, Strategic Planning, Problem Solving, Project Management, Communication, Teamwork, Military Decision..., Close Attention to..., Accountability, Multi Tasking, Conflict Resolution, Written & Oral..., Risk Management, Finance, Financial Modeling, Microsoft Excel, PowerPoint, Strategic Financial..., Marketing, Relationship Management, Financial Analysis, Contingency Planning, Operational Risk..., Training Management, Military Training, Critical Thinking, Team Leadership
Education
United States Naval Academy 2005 — 2009
Bachelor of Science (BS), Economics
United States Marine Corps
Professional Military Education
Mount Carmel High School 2001 — 2005
Nicholas Pham Nicholas Pham's J.P. Morgan Experience January 2005 - January 2007
Job Supervisor
Industry Accounting
Experience
Self-employed May 2007 - Present
J.P. Morgan January 2005 - January 2007
Education
UCLA Anderson School of Management
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Self-employed May 2007 - Present
J.P. Morgan January 2005 - January 2007
Education
UCLA Anderson School of Management
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Sarah Conroy Sarah Conroy's J.P. Morgan Experience October 2011 - Present
Job Private Wealth Management, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
Barclays Wealth April 2010 - October 2011
Education
University of Hartford 2004 — 2008
B.A., Art History and Spanish
Universidad de Sevilla 2006 — 2007
Study Abroad
J.P. Morgan October 2011 - Present
Barclays Wealth April 2010 - October 2011
Education
University of Hartford 2004 — 2008
B.A., Art History and Spanish
Universidad de Sevilla 2006 — 2007
Study Abroad
Ruben Bueno Ruben Bueno's J.P. Morgan Experience February 2014 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan August 2011 - January 2014
J.P. Morgan June 2010 - August 2010
Experian PLC March 2010 - April 2010
Banco de Credito del Peru January 2007 - July 2009
Banco de Credito del Peru July 2005 - December 2006
Banco de Credito del Peru June 2002 - July 2005
Banco de Credito del Peru 2000 - 2001
Skills
Asset Management, Business Strategy, Capital Markets, Corporate Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Business
Universidad de Lima 1996 — 2001
BS, Economics
J.P. Morgan February 2014 - Present
J.P. Morgan August 2011 - January 2014
J.P. Morgan June 2010 - August 2010
Experian PLC March 2010 - April 2010
Banco de Credito del Peru January 2007 - July 2009
Banco de Credito del Peru July 2005 - December 2006
Banco de Credito del Peru June 2002 - July 2005
Banco de Credito del Peru 2000 - 2001
Skills
Asset Management, Business Strategy, Capital Markets, Corporate Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Business
Universidad de Lima 1996 — 2001
BS, Economics
Blanca Carolina Hernandez Roque's J.P. Morgan Experience January 2014 - May 2014
Job Business Advisory Consultant at EY
Industry Higher Education
Experience
EY June 2014 - August 2014
J.P. Morgan January 2014 - May 2014
University of Delaware January 2013 - May 2014
RCYGR Inc. DBA Cici’s Pizza May 2013 - August 2013
Igwana Productions May 2012 - August 2012
Hot Bagels Cafe September 2010 - 2011
Desarrollo Integral de la Familia (National System for Integral Family Development) February 2009 - August 2009
Education
University of Delaware 2011 — 2015
Finance and Operations Management, Minor: Management Information Systems, Junior
Universidad Autónoma de Nuevo León 2009 — 2010
Accounting
EY June 2014 - August 2014
J.P. Morgan January 2014 - May 2014
University of Delaware January 2013 - May 2014
RCYGR Inc. DBA Cici’s Pizza May 2013 - August 2013
Igwana Productions May 2012 - August 2012
Hot Bagels Cafe September 2010 - 2011
Desarrollo Integral de la Familia (National System for Integral Family Development) February 2009 - August 2009
Education
University of Delaware 2011 — 2015
Finance and Operations Management, Minor: Management Information Systems, Junior
Universidad Autónoma de Nuevo León 2009 — 2010
Accounting
Gonzalo Rodriguez Del Valle Gonzalo Rodriguez Del Valle's J.P. Morgan Experience March 2011 - Present
Job Managing Director, head market expansion and business development, J.P. Morgan, Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
Skills
Product Development, Market Development, New Market Expansion
Education
New York University - Leonard N. Stern School of Business 1993 — 1994
Master of Business Administration (MBA), International Finance
Universidad Complutense de Madrid 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CFA institute
CFA
Universidad San Pablo-CEU
J.P. Morgan March 2011 - Present
Skills
Product Development, Market Development, New Market Expansion
Education
New York University - Leonard N. Stern School of Business 1993 — 1994
Master of Business Administration (MBA), International Finance
Universidad Complutense de Madrid 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CFA institute
CFA
Universidad San Pablo-CEU
Evan Stewart Evan Stewart's J.P. Morgan Experience December 2010 - April 2011
Job Partner at MadWoodWorks
Industry Financial Services
Experience
LinQuest September 2013 - Present
MQ-1 May 2014 - Present
www.madwoodworks.com September 2014 - Present
LinQuest August 2013 - October 2014
Essex Mortgage September 2011 - August 2013
J.P. Morgan December 2010 - April 2011
Skills
Invoicing, Sales, Microsoft Office, Loans, Underwriting, PowerPoint, Finance, Microsoft Word, Insurance, Analysis, Financial Analysis, Management, Account Reconciliation, Microsoft Excel, Accounts Payable
Education
UC Irvine 2006 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
UCLA Extension Corporate Education & Custom Programs
University of California, Los Angeles
University of California, Los Angeles
LinQuest September 2013 - Present
MQ-1 May 2014 - Present
www.madwoodworks.com September 2014 - Present
LinQuest August 2013 - October 2014
Essex Mortgage September 2011 - August 2013
J.P. Morgan December 2010 - April 2011
Skills
Invoicing, Sales, Microsoft Office, Loans, Underwriting, PowerPoint, Finance, Microsoft Word, Insurance, Analysis, Financial Analysis, Management, Account Reconciliation, Microsoft Excel, Accounts Payable
Education
UC Irvine 2006 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
UCLA Extension Corporate Education & Custom Programs
University of California, Los Angeles
University of California, Los Angeles
William Arambula William Arambula's J.P. Morgan Experience July 2014 - Present
Job Associate, Leveraged Finance Restructuring at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan November 2010 - June 2014
J.P. Morgan June 2007 - December 2009
Skills
Distressed Debt, Debt Restructuring, Investment Banking, Valuation, Capital Markets, Derivatives, M&A experience, Debt & Equity Financing, Financial Modeling, LBO
Education
Universidad de Los Andes 2002 — 2007
Bachelor of Science (B.Sc.), Industrial Engineering
J.P. Morgan July 2014 - Present
J.P. Morgan November 2010 - June 2014
J.P. Morgan June 2007 - December 2009
Skills
Distressed Debt, Debt Restructuring, Investment Banking, Valuation, Capital Markets, Derivatives, M&A experience, Debt & Equity Financing, Financial Modeling, LBO
Education
Universidad de Los Andes 2002 — 2007
Bachelor of Science (B.Sc.), Industrial Engineering
Brady Dolim Brady Dolim's J.P. Morgan Experience June 2013 - August 2013
Job Manager at ARRYVE
Industry Management Consulting
Experience
ARRYVE September 2014 - Present
J.P. Morgan June 2013 - August 2013
U.S. Army May 2007 - June 2012
Skills
Security, Analysis, Military Operations, Operational Planning, Strategic Planning, Project Management, Leadership, Team Leadership, Change Management, Cross-functional Team..., Operations Management, Program Management, Data Analysis, Training, Risk Management, Process Improvement
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
United States Military Academy at West Point 2003 — 2007
BS, History / Nuclear Engineering track
The Culver Academies 1999 — 2002
University of Virginia - Darden Graduate School of Business Administration
ARRYVE September 2014 - Present
J.P. Morgan June 2013 - August 2013
U.S. Army May 2007 - June 2012
Skills
Security, Analysis, Military Operations, Operational Planning, Strategic Planning, Project Management, Leadership, Team Leadership, Change Management, Cross-functional Team..., Operations Management, Program Management, Data Analysis, Training, Risk Management, Process Improvement
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
United States Military Academy at West Point 2003 — 2007
BS, History / Nuclear Engineering track
The Culver Academies 1999 — 2002
University of Virginia - Darden Graduate School of Business Administration
Claudine Choquette Claudine Choquette's J.P. Morgan Experience December 2009 - Present
Job Director at CreditSuisse
Industry Investment Management
Experience
Credit Suisse February 2015 - Present
J.P. Morgan December 2009 - Present
Wachovia, A Wells Fargo Company August 2006 - December 2009
J.P. Morgan October 2002 - September 2004
Skills
Risk Management, Trading, Real Estate Economics, Asset Management, Private Equity, Portfolio Management, Due Diligence, Management Consulting, Capital Markets, Valuation, Analysis, Investments, Alternative Investments, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Private Banking
Education
University of Westminster 2000 — 2002
MBA, Financial Management
University College London, U. of London 1997 — 2000
BA, Finance
Credit Suisse February 2015 - Present
J.P. Morgan December 2009 - Present
Wachovia, A Wells Fargo Company August 2006 - December 2009
J.P. Morgan October 2002 - September 2004
Skills
Risk Management, Trading, Real Estate Economics, Asset Management, Private Equity, Portfolio Management, Due Diligence, Management Consulting, Capital Markets, Valuation, Analysis, Investments, Alternative Investments, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Private Banking
Education
University of Westminster 2000 — 2002
MBA, Financial Management
University College London, U. of London 1997 — 2000
BA, Finance
Rebecca Somers Rebecca Somers's J.P. Morgan Experience June 2012 - August 2012
Job Events Staffing Manager
Industry Hospitality
Experience
Wenner Media January 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Merrill Lynch September 2010 - December 2010
Greenwich Hospital June 2007 - August 2007
The Boys & Girls Club February 2007 - June 2007
Skills
Writing, Spanish, Microsoft Excel, Regression Analysis, Creativity Skills, Fast Learner, Microsoft Word, PowerPoint, Hard-worker, Outstanding..., Leadership, Public Speaking, Data Analysis, Photography, Finance, Social Media, Facebook
Education
Baruch College/CUNY 2010 — 2013
BBA, Business Administration; Advertising and Marketing Communications, minor: Spanish, 3.85
Universidad Complutense de Madrid 2009 — 2010
Complutense University of Madrid 2009 — 2010
Spanish Grammar, Literature, communication
Wenner Media January 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Merrill Lynch September 2010 - December 2010
Greenwich Hospital June 2007 - August 2007
The Boys & Girls Club February 2007 - June 2007
Skills
Writing, Spanish, Microsoft Excel, Regression Analysis, Creativity Skills, Fast Learner, Microsoft Word, PowerPoint, Hard-worker, Outstanding..., Leadership, Public Speaking, Data Analysis, Photography, Finance, Social Media, Facebook
Education
Baruch College/CUNY 2010 — 2013
BBA, Business Administration; Advertising and Marketing Communications, minor: Spanish, 3.85
Universidad Complutense de Madrid 2009 — 2010
Complutense University of Madrid 2009 — 2010
Spanish Grammar, Literature, communication
Elizabeth Conrad's J.P. Morgan Experience July 2013 - Present
Job Client Associate at J.P. Morgan Securities LLC
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Eaton Vance January 2012 - July 2013
Marine Corps Systems Command June 2010 - February 2011
First Peoples Worldwide Inc. August 2009 - September 2010
Skills
Spanish, Program Management, Series 6, Series 63, Series 7, Data Analysis, Management, SPSS, Mutual Funds, Market Research, Economics
Education
University of Mary Washington 2007 — 2011
B.S., Economics
Oliver Ames High School
Universidad de Deusto
International Relations; Business, and Spanish Language Program
J.P. Morgan July 2013 - Present
Eaton Vance January 2012 - July 2013
Marine Corps Systems Command June 2010 - February 2011
First Peoples Worldwide Inc. August 2009 - September 2010
Skills
Spanish, Program Management, Series 6, Series 63, Series 7, Data Analysis, Management, SPSS, Mutual Funds, Market Research, Economics
Education
University of Mary Washington 2007 — 2011
B.S., Economics
Oliver Ames High School
Universidad de Deusto
International Relations; Business, and Spanish Language Program
Camilo Gonzalez Garcia Camilo Gonzalez Garcia's J.P. Morgan Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Citi April 2011 - June 2013
Citi August 2010 - April 2011
Citi June 2009 - August 2010
Citi July 2008 - June 2009
Skills
Economics, Econometrics, Emerging Markets, Finance, Latin American markets, Capital Markets, Investment Banking, Fixed Income, Derivatives, Financial Analysis, Portfolio Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Financial Markets & Instruments, Strategy
Universidad de Los Andes 2004 — 2010
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Citi April 2011 - June 2013
Citi August 2010 - April 2011
Citi June 2009 - August 2010
Citi July 2008 - June 2009
Skills
Economics, Econometrics, Emerging Markets, Finance, Latin American markets, Capital Markets, Investment Banking, Fixed Income, Derivatives, Financial Analysis, Portfolio Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Financial Markets & Instruments, Strategy
Universidad de Los Andes 2004 — 2010
Bachelor of Arts (B.A.), Economics
Mitchell Smith Mitchell Smith's J.P. Morgan Experience July 1997 - Present
Job Managing Director Global Head CIB Credit Portfolio Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1997 - Present
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Hedge Funds, Credit Derivatives, Portfolio Management, Financial Modeling, Structured Products
Education
Tulane University - A.B. Freeman School of Business 1994 — 1997
Master in Business Administration, Finance
University of Arizona 1986 — 1991
Bachelor of Science, Mechanical Engineering
J.P. Morgan July 1997 - Present
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Hedge Funds, Credit Derivatives, Portfolio Management, Financial Modeling, Structured Products
Education
Tulane University - A.B. Freeman School of Business 1994 — 1997
Master in Business Administration, Finance
University of Arizona 1986 — 1991
Bachelor of Science, Mechanical Engineering
Lance Dietz Lance Dietz's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Monroe Capital LLC March 2014 - May 2014
US Army May 2008 - July 2013
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
BS, Economics
Universidad Diego Portales 2007 — 2007
Semester Abroad, Business
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Monroe Capital LLC March 2014 - May 2014
US Army May 2008 - July 2013
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
BS, Economics
Universidad Diego Portales 2007 — 2007
Semester Abroad, Business
Carly DaCosta's J.P. Morgan Experience August 2011 - April 2014
Job Director of Operations at FaunaDB
Industry Information Technology and Services
Experience
FaunaDB February 2015 - Present
The COMMIT Foundation November 2012 - Present
Hackbright Academy September 2014 - December 2014
New Futures DC October 2012 - July 2014
J.P. Morgan August 2011 - April 2014
University of Notre Dame August 2009 - June 2011
US Army February 2006 - June 2009
US Army June 2004 - January 2006
Skills
Military, Leadership, Logistics, Budgets, Finance, Program Management, Strategy, Cross-functional Team..., Risk Management, Operations Management, Team Leadership, Project Management, Process Improvement, Leadership Development, Mergers & Acquisitions, Human Resources, Security Clearance, Business Strategy, Strategic Planning, Operational Planning, Banking, Financial Modeling, Data Analysis, Team Building, Military Experience, Training, Government, Investments, Military Operations, Analysis, Project Planning, Army, DoD, Management, Financial Analysis, Microsoft Office
Education
Hackbright Academy 2014 — 2014
Computer Software Engineering
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
United States Military Academy at West Point 2000 — 2004
BS, Nuclear Engineering
Socastee High School 1996 — 2000
FaunaDB February 2015 - Present
The COMMIT Foundation November 2012 - Present
Hackbright Academy September 2014 - December 2014
New Futures DC October 2012 - July 2014
J.P. Morgan August 2011 - April 2014
University of Notre Dame August 2009 - June 2011
US Army February 2006 - June 2009
US Army June 2004 - January 2006
Skills
Military, Leadership, Logistics, Budgets, Finance, Program Management, Strategy, Cross-functional Team..., Risk Management, Operations Management, Team Leadership, Project Management, Process Improvement, Leadership Development, Mergers & Acquisitions, Human Resources, Security Clearance, Business Strategy, Strategic Planning, Operational Planning, Banking, Financial Modeling, Data Analysis, Team Building, Military Experience, Training, Government, Investments, Military Operations, Analysis, Project Planning, Army, DoD, Management, Financial Analysis, Microsoft Office
Education
Hackbright Academy 2014 — 2014
Computer Software Engineering
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
United States Military Academy at West Point 2000 — 2004
BS, Nuclear Engineering
Socastee High School 1996 — 2000
Steven McConville's J.P. Morgan Experience May 2015 - July 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - July 2015
Tudor, Pickering, Holt & Co. August 2014 - August 2014
BP June 2014 - June 2014
Kappa Alpha Order February 2013 - June 2014
Office of James Carville January 2014 - May 2014
Metedeconk National Golf Club June 2009 - August 2013
Skills
Mandarin Chinese, Microsoft Excel, FactSet, Mandarin, Research, Leadership, Economics, Social Media, Valuation
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
BSM, Finance & Chinese Language (Honors), GPA: 3.73
Peddie School 2009 — 2012
J.P. Morgan May 2015 - July 2015
Tudor, Pickering, Holt & Co. August 2014 - August 2014
BP June 2014 - June 2014
Kappa Alpha Order February 2013 - June 2014
Office of James Carville January 2014 - May 2014
Metedeconk National Golf Club June 2009 - August 2013
Skills
Mandarin Chinese, Microsoft Excel, FactSet, Mandarin, Research, Leadership, Economics, Social Media, Valuation
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
BSM, Finance & Chinese Language (Honors), GPA: 3.73
Peddie School 2009 — 2012
Gaston Frydlewski Gaston Frydlewski's J.P. Morgan Experience November 2006 - August 2011
Job Founder & CEO at HICKIES
Industry Consumer Goods
Experience
HICKIES September 2011 - Present
J.P. Morgan November 2006 - August 2011
Telefonica November 2004 - October 2006
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Business Strategy, Private Equity, Venture Capital, Valuation, Mergers, Business Planning, Entrepreneurship, Start-ups, Strategy, Strategic Planning, Strategic Financial..., Marketing Strategy, Investments, Competitive Analysis, Forecasting, Finance, Product Management
Education
Universidad de San Andres 2006 — 2006
Master, Finance
Universidad de San Andres 2000 — 2003
Business management
HICKIES September 2011 - Present
J.P. Morgan November 2006 - August 2011
Telefonica November 2004 - October 2006
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Business Strategy, Private Equity, Venture Capital, Valuation, Mergers, Business Planning, Entrepreneurship, Start-ups, Strategy, Strategic Planning, Strategic Financial..., Marketing Strategy, Investments, Competitive Analysis, Forecasting, Finance, Product Management
Education
Universidad de San Andres 2006 — 2006
Master, Finance
Universidad de San Andres 2000 — 2003
Business management
Rodney François Rodney François's J.P. Morgan Experience June 2010 - August 2010
Job Sr. Planning Analyst at ABB OPTICAL GROUP
Industry Wholesale
Experience
ABB OPTICAL GROUP January 2015 - Present
Office Depot May 2014 - January 2015
ADT May 2013 - April 2014
Office Depot February 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Skills
Financial Reporting, Analysis, Finance, Budgets, Variance Analysis, Credit Risk, Essbase, Accruals, Microsoft Excel, Access, Process Improvement, P, PowerPoint, Leadership, Credit, Investments, Portfolio Management
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of South Florida 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
ABB OPTICAL GROUP January 2015 - Present
Office Depot May 2014 - January 2015
ADT May 2013 - April 2014
Office Depot February 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Skills
Financial Reporting, Analysis, Finance, Budgets, Variance Analysis, Credit Risk, Essbase, Accruals, Microsoft Excel, Access, Process Improvement, P, PowerPoint, Leadership, Credit, Investments, Portfolio Management
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of South Florida 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
Danilo Garcia Danilo Garcia's J.P. Morgan Experience October 2014 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
U.S. Army April 2013 - May 2014
U.S. Army July 2012 - March 2013
U.S. Army August 2011 - June 2012
Skills
Regional Studies, Team Building, Spanish Literature, Spanish-speaking, Leadership, Army, Artillery, Boxing, Military Experience, Operations Management, Exercises, Training, Military
Education
United States Military Academy at West Point 2007 — 2011
Bachelor of Science (BS), Latin American Studies with a Concentration in Systems Engineering
St. Mary's High School 2002 — 2006
Dale Carnegie Training
Dale Carnegie Training
J.P. Morgan October 2014 - Present
U.S. Army April 2013 - May 2014
U.S. Army July 2012 - March 2013
U.S. Army August 2011 - June 2012
Skills
Regional Studies, Team Building, Spanish Literature, Spanish-speaking, Leadership, Army, Artillery, Boxing, Military Experience, Operations Management, Exercises, Training, Military
Education
United States Military Academy at West Point 2007 — 2011
Bachelor of Science (BS), Latin American Studies with a Concentration in Systems Engineering
St. Mary's High School 2002 — 2006
Dale Carnegie Training
Dale Carnegie Training
Michael Cho Michael Cho's J.P. Morgan Experience 2013 - Present
Job Associate, Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
Jefferies LLC 2012 - 2013
US Army 2005 - 2010
Skills
Valuation, Leadership, Financial Modeling, Investment Banking, Financial Analysis, Project Planning, Military, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Entrepreneurship, Business Analysis, Business Strategy, Program Management, Derivatives, Economics, Management, Capital Markets, Market Research, Asset Management, Data Analysis, Management Consulting, Government, Strategy, Strategic Planning, Due Diligence, Business Development, Competitive Analysis, Operational Planning, Equities, Security Clearance, Private Equity, Risk Management, Analysis, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of London
MSc.
United States Military Academy at West Point
B.S.
J.P. Morgan 2013 - Present
Jefferies LLC 2012 - 2013
US Army 2005 - 2010
Skills
Valuation, Leadership, Financial Modeling, Investment Banking, Financial Analysis, Project Planning, Military, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Entrepreneurship, Business Analysis, Business Strategy, Program Management, Derivatives, Economics, Management, Capital Markets, Market Research, Asset Management, Data Analysis, Management Consulting, Government, Strategy, Strategic Planning, Due Diligence, Business Development, Competitive Analysis, Operational Planning, Equities, Security Clearance, Private Equity, Risk Management, Analysis, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of London
MSc.
United States Military Academy at West Point
B.S.
Shields Day's J.P. Morgan Experience 1993 - 1998
Job Financial Analyst at Regiment Capital Advisors LP
Industry Investment Management
Experience
Regiment Capital Advisors LP January 2007 - Present
Standish Mellon Asset Management 2001 - December 2006
Goldman Sachs 1998 - 2001
J.P. Morgan 1993 - 1998
Skills
Investment Research..., Alternative Investments
Education
NYU Stern School of Business 1993 — 1996
Master of Business Administration (MBA), Finance, General
Union College 1989 — 1993
Bachelor's degree, Economics
Holderness School 1985 — 1989
Derby Academy 1980 — 1985
Regiment Capital Advisors LP January 2007 - Present
Standish Mellon Asset Management 2001 - December 2006
Goldman Sachs 1998 - 2001
J.P. Morgan 1993 - 1998
Skills
Investment Research..., Alternative Investments
Education
NYU Stern School of Business 1993 — 1996
Master of Business Administration (MBA), Finance, General
Union College 1989 — 1993
Bachelor's degree, Economics
Holderness School 1985 — 1989
Derby Academy 1980 — 1985
Chris Cioffoletti's J.P. Morgan Experience July 2013 - August 2013
Job 2nd Lieutenant at US Army
Industry Military
Experience
US Army May 2014 - Present
United States Military Academy June 2010 - May 2014
J.P. Morgan July 2013 - August 2013
Nike 2009 - 2010
Skills
Economic Modeling, Long Distance Running, Entrepreneurship, Leadership Development, Military Operations, Situational Leadership, Athletic Training, Military, Team Leadership, Security Clearance, Army, Command, Training, Operational Planning, Military Experience, Interagency Coordination, Leadership, DoD, National Security, Microsoft Excel
Education
United States Military Academy at West Point 2010 — 2014
Bachelor of Science (B.S.), Economics
Royal Military Academy at Sandhurst 2012 — 2012
Military Individual Advanced Development, Cadet Exchange Program
Byram Hills High School 2006 — 2010
US Army May 2014 - Present
United States Military Academy June 2010 - May 2014
J.P. Morgan July 2013 - August 2013
Nike 2009 - 2010
Skills
Economic Modeling, Long Distance Running, Entrepreneurship, Leadership Development, Military Operations, Situational Leadership, Athletic Training, Military, Team Leadership, Security Clearance, Army, Command, Training, Operational Planning, Military Experience, Interagency Coordination, Leadership, DoD, National Security, Microsoft Excel
Education
United States Military Academy at West Point 2010 — 2014
Bachelor of Science (B.S.), Economics
Royal Military Academy at Sandhurst 2012 — 2012
Military Individual Advanced Development, Cadet Exchange Program
Byram Hills High School 2006 — 2010
Juan Pablo Montoya Fonseca Juan Pablo Montoya Fonseca's J.P. Morgan Experience November 2014 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan July 2014 - October 2014
J.P. Morgan January 2010 - June 2014
Universidad de los Andes 2007 - 2007
Education
Universidad de Los Andes 2006 — 2010
Magna Cum Laude in Industrial Engineering
J.P. Morgan November 2014 - Present
J.P. Morgan July 2014 - October 2014
J.P. Morgan January 2010 - June 2014
Universidad de los Andes 2007 - 2007
Education
Universidad de Los Andes 2006 — 2010
Magna Cum Laude in Industrial Engineering
Brandon Leen Brandon Leen's J.P. Morgan Experience July 2014 - March 2015
Job Corporate Development at Adobe
Industry Venture Capital & Private Equity
Experience
Adobe April 2015 - Present
J.P. Morgan July 2014 - March 2015
RA Capital Advisors June 2010 - May 2012
Quant Economics September 2007 - May 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Private Equity, Economics, Quantitative Analytics, Equity Valuation, Strategic Partnerships, Venture Capital, LBO, Investment Management, Market Research
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Davis 2004 — 2007
Bachelor of Science, Chemistry
Adobe April 2015 - Present
J.P. Morgan July 2014 - March 2015
RA Capital Advisors June 2010 - May 2012
Quant Economics September 2007 - May 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Private Equity, Economics, Quantitative Analytics, Equity Valuation, Strategic Partnerships, Venture Capital, LBO, Investment Management, Market Research
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Davis 2004 — 2007
Bachelor of Science, Chemistry
Bruno Salicioni Bruno Salicioni's J.P. Morgan Experience June 2015 - Present
Job Associate, Latin America Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan December 2012 - Present
Lazard April 2011 - December 2012
Irevna February 2010 - March 2011
Skills
Valuation, Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Project Finance, Mergers, Emerging Markets, Equity Research, Bloomberg, Derivatives, Equity Valuation, Fixed Income, Investments
Education
Universidad de 'San Andrés' 2010 — 2011
Master in Finance
Universidad de 'San Andrés' 2009 — 2009
Major in Finance
WHU – Otto Beisheim School of Management 2008 — 2008
B.S in Business Administration
Universidad de 'San Andrés' 2005 — 2008
B.S. in Economics
CFA Institute
Passed CFA Level I, Finance
J.P. Morgan June 2015 - Present
J.P. Morgan December 2012 - Present
Lazard April 2011 - December 2012
Irevna February 2010 - March 2011
Skills
Valuation, Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Project Finance, Mergers, Emerging Markets, Equity Research, Bloomberg, Derivatives, Equity Valuation, Fixed Income, Investments
Education
Universidad de 'San Andrés' 2010 — 2011
Master in Finance
Universidad de 'San Andrés' 2009 — 2009
Major in Finance
WHU – Otto Beisheim School of Management 2008 — 2008
B.S in Business Administration
Universidad de 'San Andrés' 2005 — 2008
B.S. in Economics
CFA Institute
Passed CFA Level I, Finance
Alfred Colas's J.P. Morgan Experience October 1996 - July 1997
Job Vice President and CFO at First Nickel Inc.
Industry Mining & Metals
Experience
FNI Mining (TSX:FNI) October 2013 - Present
Rainy River Resources Ltd. (TSX:RR) November 2010 - October 2013
Barrick Gold Corporation June 2007 - November 2010
Barrick Gold Corporation January 2004 - May 2007
Barrick Gold Corporation August 1997 - December 2003
J.P. Morgan October 1996 - July 1997
PwC September 1992 - September 1996
Skills
Mining, Gold, Mineral Processing, Mineral Exploration, Coal, Minerals, Base Metals
Education
Universidad Adolfo Ibáñez 2010 — 2010
Diploma in Mining Business Administration
Ontario Securities Institute 1996 — 1997
Canadian Securities Course
CPA Ontario 1992 — 1995
Chartered Professional Accountant, Chartered Accountant
University of Toronto - University of St. Michael's College 1988 — 1992
Bachelor of Commerce
FNI Mining (TSX:FNI) October 2013 - Present
Rainy River Resources Ltd. (TSX:RR) November 2010 - October 2013
Barrick Gold Corporation June 2007 - November 2010
Barrick Gold Corporation January 2004 - May 2007
Barrick Gold Corporation August 1997 - December 2003
J.P. Morgan October 1996 - July 1997
PwC September 1992 - September 1996
Skills
Mining, Gold, Mineral Processing, Mineral Exploration, Coal, Minerals, Base Metals
Education
Universidad Adolfo Ibáñez 2010 — 2010
Diploma in Mining Business Administration
Ontario Securities Institute 1996 — 1997
Canadian Securities Course
CPA Ontario 1992 — 1995
Chartered Professional Accountant, Chartered Accountant
University of Toronto - University of St. Michael's College 1988 — 1992
Bachelor of Commerce
Morgan Kinsey Morgan Kinsey'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
UBS May 2011 - August 2011
Hennen’s Restaurant May 2011 - August 2011
Shadowbox Paper and Everyday Living May 2009 - January 2010
Skills
Microsoft Office, Spanish, Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Banking, Corporate Finance, Credit
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Science (M.S.), Finance
Washington and Lee University
B.A, Economics
J.P. Morgan July 2014 - Present
UBS May 2011 - August 2011
Hennen’s Restaurant May 2011 - August 2011
Shadowbox Paper and Everyday Living May 2009 - January 2010
Skills
Microsoft Office, Spanish, Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Banking, Corporate Finance, Credit
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Science (M.S.), Finance
Washington and Lee University
B.A, Economics
Hannah Pollock's J.P. Morgan Experience May 2011 - August 2011
Job Financial Services Practice, Asset Management at Spencer Stuart
Industry Nonprofit Organization Management
Experience
Spencer Stuart June 2013 - Present
Natural Ties September 2010 - June 2013
Bloomingdale's June 2012 - August 2012
J.P. Morgan May 2011 - August 2011
Skills
Fixed Income, Data Analysis, Microsoft Excel, Economics, Bloomberg, Financial Modeling, Stata, Executive Search, Leadership, Strategic Planning, Nonprofits, Research, Venture Capital, Analysis, Social Media Marketing, PowerPoint
Education
Beverly Hills High School
UCL
Affiliate Program, Economics
Washington University in St. Louis
BA, Economics, Psychology
Spencer Stuart June 2013 - Present
Natural Ties September 2010 - June 2013
Bloomingdale's June 2012 - August 2012
J.P. Morgan May 2011 - August 2011
Skills
Fixed Income, Data Analysis, Microsoft Excel, Economics, Bloomberg, Financial Modeling, Stata, Executive Search, Leadership, Strategic Planning, Nonprofits, Research, Venture Capital, Analysis, Social Media Marketing, PowerPoint
Education
Beverly Hills High School
UCL
Affiliate Program, Economics
Washington University in St. Louis
BA, Economics, Psychology
Nathan Rocklein Nathan Rocklein's J.P. Morgan Experience June 2012 - April 2014
Job Credit Platform Manager, Commercial Bank at Capital One
Industry Financial Services
Experience
Capital One April 2014 - Present
Squadron Nostalgia LLC November 2007 - Present
US Navy January 2011 - Present
J.P. Morgan June 2012 - April 2014
Booz Allen Hamilton September 2009 - June 2012
U.S. Navy April 2008 - August 2009
US Navy August 2005 - April 2008
U.S. Navy November 2002 - July 2005
Skills
Financial Analysis, Program Management, Aviation, Strategic Planning, Business Strategy, Organizational..., Top Secret, Intelligence Analysis, Financial Modeling, Banking Automation, Loan Origination, Management Consulting, Business Management, Certified Project..., Fusion, UAS, PNT, Analytics, Risk Management, Import, Asset Management, Risk Analysis, Risk Mitigation, PMP, Management, NextGen, Technology, GPS navigation, ISR, Concept Development, DoD, Integration, Analysis, SDLC, Tactics, Security, Aircraft, Business Process..., UAV, Air Force, Army, Project Planning, Government, Project Management, Customer Satisfaction
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Finance
United States Naval Academy 1996 — 2000
B.S (with merit), Economics w/Engineering Core Curriculum
Defense Acquisition University 2009 — 2009
ACQ 201
Capital One April 2014 - Present
Squadron Nostalgia LLC November 2007 - Present
US Navy January 2011 - Present
J.P. Morgan June 2012 - April 2014
Booz Allen Hamilton September 2009 - June 2012
U.S. Navy April 2008 - August 2009
US Navy August 2005 - April 2008
U.S. Navy November 2002 - July 2005
Skills
Financial Analysis, Program Management, Aviation, Strategic Planning, Business Strategy, Organizational..., Top Secret, Intelligence Analysis, Financial Modeling, Banking Automation, Loan Origination, Management Consulting, Business Management, Certified Project..., Fusion, UAS, PNT, Analytics, Risk Management, Import, Asset Management, Risk Analysis, Risk Mitigation, PMP, Management, NextGen, Technology, GPS navigation, ISR, Concept Development, DoD, Integration, Analysis, SDLC, Tactics, Security, Aircraft, Business Process..., UAV, Air Force, Army, Project Planning, Government, Project Management, Customer Satisfaction
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Finance
United States Naval Academy 1996 — 2000
B.S (with merit), Economics w/Engineering Core Curriculum
Defense Acquisition University 2009 — 2009
ACQ 201
Matthew Casalaina's J.P. Morgan Experience January 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan May 2012 - August 2012
Cheeburger Cheeburger October 2008 - September 2011
Citi June 2011 - August 2011
Shop Rite Supermarkets April 2007 - June 2011
Skills
Fixed Income Trading, Project Management, Spanish, Customer Service, Financial Modeling, Bloomberg Terminal, Portfolio Performance..., Basic Stock Trading, Valuation, Technology Development, Fixed Income
Education
Villanova University 2009 — 2012
Bachelor, Finance, International Business
Universidad de Sevilla 2011 — 2011
Business and Economics
J.P. Morgan January 2013 - Present
J.P. Morgan May 2012 - August 2012
Cheeburger Cheeburger October 2008 - September 2011
Citi June 2011 - August 2011
Shop Rite Supermarkets April 2007 - June 2011
Skills
Fixed Income Trading, Project Management, Spanish, Customer Service, Financial Modeling, Bloomberg Terminal, Portfolio Performance..., Basic Stock Trading, Valuation, Technology Development, Fixed Income
Education
Villanova University 2009 — 2012
Bachelor, Finance, International Business
Universidad de Sevilla 2011 — 2011
Business and Economics
Connor Crehan Connor Crehan's J.P. Morgan Experience April 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Ernst & Young January 2012 - March 2015
Fort Hood Resiliency Campus April 2010 - September 2011
US Army August 2009 - April 2010
US Army November 2008 - August 2009
United States Military Academy June 2006 - June 2007
Skills
Army, Military, Project Planning, Security Clearance, Command, Military Operations, Operational Planning, Operations Management, Leadership, Recruiting, Government Contracting, Analysis, Training, Military Experience
Education
United States Military Academy at West Point 2002 — 2006
Bachelor of Science, Law, Systems Engineering
Bishop Ahr High School 1998 — 2002
J.P. Morgan April 2015 - Present
Ernst & Young January 2012 - March 2015
Fort Hood Resiliency Campus April 2010 - September 2011
US Army August 2009 - April 2010
US Army November 2008 - August 2009
United States Military Academy June 2006 - June 2007
Skills
Army, Military, Project Planning, Security Clearance, Command, Military Operations, Operational Planning, Operations Management, Leadership, Recruiting, Government Contracting, Analysis, Training, Military Experience
Education
United States Military Academy at West Point 2002 — 2006
Bachelor of Science, Law, Systems Engineering
Bishop Ahr High School 1998 — 2002
Matthew Wayman Matthew Wayman's J.P. Morgan Experience July 2003 - July 2005
Job Vice President Development & Strategy at Oldcastle Building Products, Inc.
Industry Building Materials
Experience
Oldcastle Building Products, Inc. August 2012 - Present
Macquarie Capital (USA) Inc. April 2008 - September 2012
Barclays Capital July 2005 - December 2007
J.P. Morgan July 2003 - July 2005
Bank of America January 2002 - June 2003
Skills
Corporate Finance, Debt Restructuring, Operational Due..., Capital Markets, Capital Structure, Valuation, Financial Modeling
Education
Vanderbilt University 1999 — 2001
Bachelor of Science, Dual Major: Economics and Engineering Science
United States Air Force Academy 1997 — 1998
Oldcastle Building Products, Inc. August 2012 - Present
Macquarie Capital (USA) Inc. April 2008 - September 2012
Barclays Capital July 2005 - December 2007
J.P. Morgan July 2003 - July 2005
Bank of America January 2002 - June 2003
Skills
Corporate Finance, Debt Restructuring, Operational Due..., Capital Markets, Capital Structure, Valuation, Financial Modeling
Education
Vanderbilt University 1999 — 2001
Bachelor of Science, Dual Major: Economics and Engineering Science
United States Air Force Academy 1997 — 1998
Benjamin Krevalin Benjamin Krevalin's J.P. Morgan Experience June 2014 - September 2014
Job Student at Union College
Industry
Experience
J.P. Morgan June 2014 - September 2014
Bradley, Foster & Sargent, Inc. June 2013 - September 2013
Breault & Smith LLC May 2013 - August 2013
The Colvest Group LTD November 2012 - December 2012
Max Restaurant Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Economics, Investments, Strategy, Social Networking, Recruiting
Education
Union College 2011 — 2015
Bachelor of Science (BS), Economics, Junior
Longmeadow High School 2007 — 2011
J.P. Morgan June 2014 - September 2014
Bradley, Foster & Sargent, Inc. June 2013 - September 2013
Breault & Smith LLC May 2013 - August 2013
The Colvest Group LTD November 2012 - December 2012
Max Restaurant Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Economics, Investments, Strategy, Social Networking, Recruiting
Education
Union College 2011 — 2015
Bachelor of Science (BS), Economics, Junior
Longmeadow High School 2007 — 2011
Brian Vent, PMP's J.P. Morgan Experience September 2012 - September 2014
Job Design to your customer
Industry Financial Services
Experience
Capital One September 2015 - Present
Capital One October 2014 - September 2015
J.P. Morgan September 2012 - September 2014
MaxID Corp September 2010 - September 2012
GoPiccolo Inc. September 2011 - November 2011
Wagner Resources, Inc. January 2010 - September 2010
US Navy May 2006 - May 2009
United States Marine Corps August 1998 - July 2002
Education
United States Naval Academy 2002 — 2006
Bachelors of Science
Cleveland NJROTC High School 1995 — 1999
Diploma
Villanova University
Lean Six Sigma Black Belt Certificate
Capital One September 2015 - Present
Capital One October 2014 - September 2015
J.P. Morgan September 2012 - September 2014
MaxID Corp September 2010 - September 2012
GoPiccolo Inc. September 2011 - November 2011
Wagner Resources, Inc. January 2010 - September 2010
US Navy May 2006 - May 2009
United States Marine Corps August 1998 - July 2002
Education
United States Naval Academy 2002 — 2006
Bachelors of Science
Cleveland NJROTC High School 1995 — 1999
Diploma
Villanova University
Lean Six Sigma Black Belt Certificate
John Tang's J.P. Morgan Experience April 2012 - Present
Job Vice President Wholesale Data Science, J.P. Morgan Intelligent Solutions
Industry Investment Banking
Experience
J.P. Morgan April 2012 - Present
Skills
Derivatives, Trading Systems, Trading, Electronic Trading, Equities, Python, Equity Derivatives, Fixed Income, VBA, Statistics, Programming, Quantitative Analytics, Quantitative Finance, SQL, Big Data, Business Intelligence, Data Science, Interest Rate Swaps, Equity Swaps, Scientific Writing
Education
University of Cambridge 2008 — 2012
Doctor of Philosophy (PhD), Computer Science
University College London, U. of London 2002 — 2006
MSci., Computer Science, First Class, Dean's List
J.P. Morgan April 2012 - Present
Skills
Derivatives, Trading Systems, Trading, Electronic Trading, Equities, Python, Equity Derivatives, Fixed Income, VBA, Statistics, Programming, Quantitative Analytics, Quantitative Finance, SQL, Big Data, Business Intelligence, Data Science, Interest Rate Swaps, Equity Swaps, Scientific Writing
Education
University of Cambridge 2008 — 2012
Doctor of Philosophy (PhD), Computer Science
University College London, U. of London 2002 — 2006
MSci., Computer Science, First Class, Dean's List
Eric Giang's J.P. Morgan Experience June 2014 - December 2014
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
J.P. Morgan June 2014 - December 2014
Morgan Stanley April 2012 - June 2014
IBM January 2008 - April 2012
IBM July 2004 - December 2007
General Electric January 2004 - June 2004
IBM June 2003 - November 2003
Skills
Pricing Strategy, Financial Planning, Software Development, Financial Modeling, Strategic Financial..., Valuation, Business Analysis, Acquisition Integration, Data Analysis, Fixed Income, Capital Markets, Analytics, Equities, Investments, Bloomberg, Due Diligence, Forecasting, Finance, Investment Banking, Essbase, Corporate Finance, Cross-functional Team..., Financial Analysis, Strategy, Business Process..., Management Consulting, Mergers & Acquisitions, Risk Management, Derivatives, Business Strategy, Analysis, Competitive Analysis, Business Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Union Graduate College 2003 — 2004
Masters
Union College 1999 — 2003
Bachelors
Citi January 2015 - Present
J.P. Morgan June 2014 - December 2014
Morgan Stanley April 2012 - June 2014
IBM January 2008 - April 2012
IBM July 2004 - December 2007
General Electric January 2004 - June 2004
IBM June 2003 - November 2003
Skills
Pricing Strategy, Financial Planning, Software Development, Financial Modeling, Strategic Financial..., Valuation, Business Analysis, Acquisition Integration, Data Analysis, Fixed Income, Capital Markets, Analytics, Equities, Investments, Bloomberg, Due Diligence, Forecasting, Finance, Investment Banking, Essbase, Corporate Finance, Cross-functional Team..., Financial Analysis, Strategy, Business Process..., Management Consulting, Mergers & Acquisitions, Risk Management, Derivatives, Business Strategy, Analysis, Competitive Analysis, Business Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Union Graduate College 2003 — 2004
Masters
Union College 1999 — 2003
Bachelors
Kris Karafa's J.P. Morgan Experience 2009 - 2009
Job
Industry Oil & Energy
Experience
Venture Global LNG, Inc. 2015 - Present
ZEEP Inc. / South Louisiana Methanol LP 2014 - 2015
Bechtel Corporation 2010 - 2014
J.P. Morgan 2009 - 2009
Voxtec 2009 - 2009
US Army 1999 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of Pennsylvania
Master of Arts (MA)
United States Military Academy at West Point
Bachelor of Science (BS)
Venture Global LNG, Inc. 2015 - Present
ZEEP Inc. / South Louisiana Methanol LP 2014 - 2015
Bechtel Corporation 2010 - 2014
J.P. Morgan 2009 - 2009
Voxtec 2009 - 2009
US Army 1999 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of Pennsylvania
Master of Arts (MA)
United States Military Academy at West Point
Bachelor of Science (BS)
Ravindra Akhud's J.P. Morgan Experience January 2015 - Present
Job Vice President CIB Technology at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
Citi November 2013 - December 2014
Broadridge November 2011 - September 2013
UBS Investment Bank March 2007 - November 2011
Morgan Stanley April 2003 - March 2007
Tata Consultancy Services February 1999 - March 2003
Skills
Systems/Business..., Project Management, Complex Problem Solving, Staff..., Data/System Migration, Business Process Design, Solutions Engineering, Strategic Business..., Process Improvement, Equity Investment &..., Financial Services, Agile Methodology, Resource Allocation, Requirements Gathering, Data Warehousing, ITIL, Business Process, Business Analysis, ETL, Analysis, PMP, Strategy, Requirements Analysis, SDLC, IT Service Management, Unix, Sybase, Database Design, Agile Methodologies
Education
Union Graduate College 1997 — 1998
MS, Computer Science
University of Mumbai 1992 — 1996
BE, Computer Engineering
Ramnivas Ruia Junior College 1990 — 1992
HSC
Balmohan Vidyamandir 1978 — 1990
J.P. Morgan January 2015 - Present
Citi November 2013 - December 2014
Broadridge November 2011 - September 2013
UBS Investment Bank March 2007 - November 2011
Morgan Stanley April 2003 - March 2007
Tata Consultancy Services February 1999 - March 2003
Skills
Systems/Business..., Project Management, Complex Problem Solving, Staff..., Data/System Migration, Business Process Design, Solutions Engineering, Strategic Business..., Process Improvement, Equity Investment &..., Financial Services, Agile Methodology, Resource Allocation, Requirements Gathering, Data Warehousing, ITIL, Business Process, Business Analysis, ETL, Analysis, PMP, Strategy, Requirements Analysis, SDLC, IT Service Management, Unix, Sybase, Database Design, Agile Methodologies
Education
Union Graduate College 1997 — 1998
MS, Computer Science
University of Mumbai 1992 — 1996
BE, Computer Engineering
Ramnivas Ruia Junior College 1990 — 1992
HSC
Balmohan Vidyamandir 1978 — 1990
Greg Barrett's J.P. Morgan Experience January 2000 - January 2001
Job Senior Business Leader at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide June 2003 - Present
UBS 2001 - 2003
J.P. Morgan January 2000 - January 2001
Skills
Online Marketing, Product Management, E-commerce, Business Analysis, Cross-functional Team..., Analytics, SEO, Project Management, Product Development, Strategic Partnerships, Strategy, Financial Services, Digital Marketing, Business Strategy, Segmentation, Digital Strategy, Marketing Strategy, Management, Web Analytics, CMS, Online Advertising, Mobile Payments, Leadership, Marketing, Web Design, Contract Negotiation, MS Project, PowerPoint, Integrated Marketing, Budgets, Program Management, Vendor Management, Budgeting, Product Requirements, Vendor Relations, Site Design, Budget Management, Payments, Debit Cards, Credit Cards, Omniture, Cards, Mobile Applications, Payment Cards, Agile Methodologies, Agile Project Management, Agile Web Development, Agile Application...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Marketing and International Business
Union College 1988 — 1992
BS, Biology
MasterCard Worldwide June 2003 - Present
UBS 2001 - 2003
J.P. Morgan January 2000 - January 2001
Skills
Online Marketing, Product Management, E-commerce, Business Analysis, Cross-functional Team..., Analytics, SEO, Project Management, Product Development, Strategic Partnerships, Strategy, Financial Services, Digital Marketing, Business Strategy, Segmentation, Digital Strategy, Marketing Strategy, Management, Web Analytics, CMS, Online Advertising, Mobile Payments, Leadership, Marketing, Web Design, Contract Negotiation, MS Project, PowerPoint, Integrated Marketing, Budgets, Program Management, Vendor Management, Budgeting, Product Requirements, Vendor Relations, Site Design, Budget Management, Payments, Debit Cards, Credit Cards, Omniture, Cards, Mobile Applications, Payment Cards, Agile Methodologies, Agile Project Management, Agile Web Development, Agile Application...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Marketing and International Business
Union College 1988 — 1992
BS, Biology
Geoff Berlin, CFP®'s J.P. Morgan Experience March 2011 - Present
Job Vice President J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
Comerica Incorporated March 2009 - March 2011
Bank of America February 2008 - February 2009
Bank of America January 2005 - February 2008
Smith Barney June 2003 - September 2004
Skills
Wealth Management, Holistic Financial..., Investments, Series 7, Private Banking, Hedge Funds, Private Equity, Derivatives, Lending Solutions, Mortgage Lending, Trust Services, Estate Planning, Retirement Planning, Personal Tax Planning, Wealth Management..., Banking, Investment Banking, Equities, Asset Management, Valuation, Portfolio Management, Finance, Financial Advisory, Credit, High Net Worth..., Wealth
Education
UCLA 2012 — 2013
PFP, Certificate in Personal Financial Planning (with distinction)
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), International Economics, Spanish
Universidad de Sevilla 2003 — 2003
Economics, Spanish Language/History
J.P. Morgan March 2011 - Present
Comerica Incorporated March 2009 - March 2011
Bank of America February 2008 - February 2009
Bank of America January 2005 - February 2008
Smith Barney June 2003 - September 2004
Skills
Wealth Management, Holistic Financial..., Investments, Series 7, Private Banking, Hedge Funds, Private Equity, Derivatives, Lending Solutions, Mortgage Lending, Trust Services, Estate Planning, Retirement Planning, Personal Tax Planning, Wealth Management..., Banking, Investment Banking, Equities, Asset Management, Valuation, Portfolio Management, Finance, Financial Advisory, Credit, High Net Worth..., Wealth
Education
UCLA 2012 — 2013
PFP, Certificate in Personal Financial Planning (with distinction)
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), International Economics, Spanish
Universidad de Sevilla 2003 — 2003
Economics, Spanish Language/History
Charles Orlich's J.P. Morgan Experience 1998 - 2000
Job Global Trading Data and Analytics at JPMorgan
Industry Investment Banking
Experience
JPMorgan 2003 - Present
Oracle 2000 - 2003
J.P. Morgan 1998 - 2000
Credit Lyonnais Securities 1996 - 1998
Education
Union College 1991 — 1995
Mechanical Engineering
JPMorgan 2003 - Present
Oracle 2000 - 2003
J.P. Morgan 1998 - 2000
Credit Lyonnais Securities 1996 - 1998
Education
Union College 1991 — 1995
Mechanical Engineering
Travis C. McCullough's J.P. Morgan Experience January 2013 - August 2014
Job Counsel at Sutherland Asbill & Brennan LLP
Industry Law Practice
Experience
Sutherland Asbill & Brennan LLP January 2015 - Present
J.P. Morgan January 2013 - August 2014
Deutsche Bank AG April 2006 - January 2013
Entergy Nuclear Northeast May 2004 - April 2006
UBS AG April 2002 - May 2004
Enron North America Corp. May 1997 - April 2002
Mayor Day Caldwell Keeton February 1995 - May 1997
Mayer, Brown Platt September 1987 - February 1995
Skills
Structured Finance, Corporate Governance, Derivatives, Capital Markets, Due Diligence, Commodity, Mergers, Corporate Law, Corporate Finance, Investment Banking, Project Finance, Mergers & Acquisitions, Financial Structuring, Securities, Joint Ventures, Risk Management
Education
Tulane University Law School 1984 — 1987
JD
University of Wyoming 1983 — 1984
MBA
University of Wyoming 1981 — 1983
BS, Accounting
Casper College 1979 — 1981
AS, Accounting
Sutherland Asbill & Brennan LLP January 2015 - Present
J.P. Morgan January 2013 - August 2014
Deutsche Bank AG April 2006 - January 2013
Entergy Nuclear Northeast May 2004 - April 2006
UBS AG April 2002 - May 2004
Enron North America Corp. May 1997 - April 2002
Mayor Day Caldwell Keeton February 1995 - May 1997
Mayer, Brown Platt September 1987 - February 1995
Skills
Structured Finance, Corporate Governance, Derivatives, Capital Markets, Due Diligence, Commodity, Mergers, Corporate Law, Corporate Finance, Investment Banking, Project Finance, Mergers & Acquisitions, Financial Structuring, Securities, Joint Ventures, Risk Management
Education
Tulane University Law School 1984 — 1987
JD
University of Wyoming 1983 — 1984
MBA
University of Wyoming 1981 — 1983
BS, Accounting
Casper College 1979 — 1981
AS, Accounting
Jenna Wittig's J.P. Morgan Experience March 2013 - Present
Job Private Bank at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan March 2013 - Present
Skills
Series 7, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equity Valuation, Equity Research, Bloomberg, Hedge Funds, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
J.P. Morgan March 2013 - Present
Skills
Series 7, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equity Valuation, Equity Research, Bloomberg, Hedge Funds, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
Elizabeth Ary's J.P. Morgan Experience December 2009 - Present
Job Trust and Estate Officer, Exec. Dir., JP Morgan
Industry Banking
Experience
J.P. Morgan December 2009 - Present
Northern Trust May 2006 - December 2009
Education
Tulane University Law School 2002 — 2005
JD
University of Wisconsin-Madison 1989 — 1993
BS
J.P. Morgan December 2009 - Present
Northern Trust May 2006 - December 2009
Education
Tulane University Law School 2002 — 2005
JD
University of Wisconsin-Madison 1989 — 1993
BS
Simon Abtalion's J.P. Morgan Experience June 2013 - Present
Job Treasury Management Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
JPMorgan Chase November 2010 - June 2013
JPMorgan Chase September 2009 - November 2010
JPMorgan Chase September 2008 - September 2009
JPMorgan Chase June 2008 - September 2008
Skills
Financial Analysis, PowerPoint, Microsoft Office, Sales, Financial Modeling, Portfolio Management, Investments, Bloomberg, Microsoft Excel, Equities, Valuation, Banking, Finance, Capital Markets, Fixed Income, Asset Management, Series 7, Credit, Financial Services, Corporate Finance, Credit Analysis, Investment Banking, Customer Service, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Finance, General
The Kent School 2000 — 2004
Allen-Stevenson 1992 — 2000
J.P. Morgan June 2013 - Present
JPMorgan Chase November 2010 - June 2013
JPMorgan Chase September 2009 - November 2010
JPMorgan Chase September 2008 - September 2009
JPMorgan Chase June 2008 - September 2008
Skills
Financial Analysis, PowerPoint, Microsoft Office, Sales, Financial Modeling, Portfolio Management, Investments, Bloomberg, Microsoft Excel, Equities, Valuation, Banking, Finance, Capital Markets, Fixed Income, Asset Management, Series 7, Credit, Financial Services, Corporate Finance, Credit Analysis, Investment Banking, Customer Service, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Finance, General
The Kent School 2000 — 2004
Allen-Stevenson 1992 — 2000
Daphnie Manzione's J.P. Morgan Experience April 2009 - August 2011
Job CEO at Daphers.com
Industry Internet
Experience
Daphers.com December 2014 - Present
Go Daphers, LLC April 2014 - Present
Liberty Tax Service January 2014 - March 2014
HSS October 2012 - June 2013
J.P. Morgan April 2009 - August 2011
J.P. Morgan July 2008 - April 2009
Bear Stearns Co December 2007 - June 2008
Bear Stearns Co May 2004 - November 2007
Bear Stearns Co January 2000 - April 2004
Bear Stearns Co July 1998 - December 1999
Skills
Trading Systems, Electronic Trading, Equities, Analysis, Market Data, Vendor Management, Financial Services, Disaster Recovery, Series 7, SDLC, Technical Support, Data Center, Business Analysis, Back Office, Fixed Income, Prime Brokerage, Relationship Management, Risk Management, Securities, Asset Management, Capital Markets, Series 63, Investment Banking, Middle Office, Bloomberg, Banking, ITIL, Portfolio Management, IT Operations, Derivatives, Trading, Equity Trading, Sybase, Hedge Funds, Financial Markets, Investments, Mortgage Lending, FX Options, Options, Financial Risk, Order Management, Call Centers, Equity Derivatives, Outsourcing, System Deployment, Mergers & Acquisitions, Structured Products, Infrastructure, PMO, Reference Data
Education
BSW - Kean University 1994 — 1996
Union County College 1989 — 1994
Associate of Arts (A.A.), Communication and Media Studies
Daphers.com December 2014 - Present
Go Daphers, LLC April 2014 - Present
Liberty Tax Service January 2014 - March 2014
HSS October 2012 - June 2013
J.P. Morgan April 2009 - August 2011
J.P. Morgan July 2008 - April 2009
Bear Stearns Co December 2007 - June 2008
Bear Stearns Co May 2004 - November 2007
Bear Stearns Co January 2000 - April 2004
Bear Stearns Co July 1998 - December 1999
Skills
Trading Systems, Electronic Trading, Equities, Analysis, Market Data, Vendor Management, Financial Services, Disaster Recovery, Series 7, SDLC, Technical Support, Data Center, Business Analysis, Back Office, Fixed Income, Prime Brokerage, Relationship Management, Risk Management, Securities, Asset Management, Capital Markets, Series 63, Investment Banking, Middle Office, Bloomberg, Banking, ITIL, Portfolio Management, IT Operations, Derivatives, Trading, Equity Trading, Sybase, Hedge Funds, Financial Markets, Investments, Mortgage Lending, FX Options, Options, Financial Risk, Order Management, Call Centers, Equity Derivatives, Outsourcing, System Deployment, Mergers & Acquisitions, Structured Products, Infrastructure, PMO, Reference Data
Education
BSW - Kean University 1994 — 1996
Union County College 1989 — 1994
Associate of Arts (A.A.), Communication and Media Studies
Tracey Harmon's J.P. Morgan Experience June 2014 - October 2014
Job Change Manager Wealth Management AML Remediation & Transformation at BMO Financial Group
Industry Banking
Experience
BMO Financial Group November 2014 - Present
J.P. Morgan June 2014 - October 2014
J.P. Morgan January 2014 - May 2014
J.P. Morgan August 2012 - January 2013
J.P. Morgan 2006 - 2012
Strategic Staffing Solutions 2006 - 2006
TEKsystems 2004 - 2005
CDO Technologies 2002 - 2004
Skills
Agile Methodologies, Requirements Analysis, Requirements Gathering, Software Project..., PMP, Visio, Testing, Business Analysis, SDLC, Project Management, Program Management, Vendor Management, User Acceptance Testing, Agile Project Management, SharePoint, Management, Scrum, Project Portfolio..., Change Management, Training & Development, Microsoft Project, Internal Communications, Communications Planning
Education
United States International University
Bsc, Business Administration
BMO Financial Group November 2014 - Present
J.P. Morgan June 2014 - October 2014
J.P. Morgan January 2014 - May 2014
J.P. Morgan August 2012 - January 2013
J.P. Morgan 2006 - 2012
Strategic Staffing Solutions 2006 - 2006
TEKsystems 2004 - 2005
CDO Technologies 2002 - 2004
Skills
Agile Methodologies, Requirements Analysis, Requirements Gathering, Software Project..., PMP, Visio, Testing, Business Analysis, SDLC, Project Management, Program Management, Vendor Management, User Acceptance Testing, Agile Project Management, SharePoint, Management, Scrum, Project Portfolio..., Change Management, Training & Development, Microsoft Project, Internal Communications, Communications Planning
Education
United States International University
Bsc, Business Administration
Sylvie Lamarre's J.P. Morgan Experience March 2012 - Present
Job Vice President, Global Technology, J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan March 2012 - Present
J.P. Morgan January 2011 - Present
J.P. Morgan January 2010 - January 2011
J.P. Morgan January 2009 - December 2010
J.P. Morgan January 2007 - January 2009
J.P. Morgan March 2006 - December 2006
Henley SA January 2005 - March 2006
Alstom Power August 2001 - February 2002
Skills
Fixed Income, Derivatives, Investment Banking, Vendor Management, Data Warehouse..., Account Reconciliation, Latin America, Data Warehousing, Analysis, ETL Tools, Regulatory Projects, Oracle
Education
Universidad de Zaragoza
Université de Technologie de Compiègne
J.P. Morgan March 2012 - Present
J.P. Morgan January 2011 - Present
J.P. Morgan January 2010 - January 2011
J.P. Morgan January 2009 - December 2010
J.P. Morgan January 2007 - January 2009
J.P. Morgan March 2006 - December 2006
Henley SA January 2005 - March 2006
Alstom Power August 2001 - February 2002
Skills
Fixed Income, Derivatives, Investment Banking, Vendor Management, Data Warehouse..., Account Reconciliation, Latin America, Data Warehousing, Analysis, ETL Tools, Regulatory Projects, Oracle
Education
Universidad de Zaragoza
Université de Technologie de Compiègne
Greg Borek's J.P. Morgan Experience June 2015 - August 2015
Job MBA candidate at Columbia Business School
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
EARNEST Partners October 2012 - July 2014
US Navy May 2007 - October 2012
Education
Columbia University in the City of New York 2014 — 2016
Master of Business Administration (MBA)
University of Cambridge 2007 — 2009
Master of Arts (M.A.), Computer Science
United States Naval Academy 2003 — 2007
B.S., Mechanical Engineering
J.P. Morgan June 2015 - August 2015
EARNEST Partners October 2012 - July 2014
US Navy May 2007 - October 2012
Education
Columbia University in the City of New York 2014 — 2016
Master of Business Administration (MBA)
University of Cambridge 2007 — 2009
Master of Arts (M.A.), Computer Science
United States Naval Academy 2003 — 2007
B.S., Mechanical Engineering
Henry Schwake's J.P. Morgan Experience 2011 - Present
Job Managing Director, Global Corporate Bank, J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2011 - Present
Citi 2000 - 2011
J.P. Morgan 1998 - 2000
Wedbush Securities 1994 - 1998
Kenneth Leventhal & Co. 1991 - 1993
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate
J.P. Morgan 2011 - Present
Citi 2000 - 2011
J.P. Morgan 1998 - 2000
Wedbush Securities 1994 - 1998
Kenneth Leventhal & Co. 1991 - 1993
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate
Brett Duthie's J.P. Morgan Experience September 2000 - May 2002
Job
Industry Financial Services
Experience
Homestead Capital Management March 2015 - Present
Goldman Sachs May 2002 - May 2013
J.P. Morgan September 2000 - May 2002
Education
United States Naval Academy 1996 — 2000
BS, Mathematics
Homestead Capital Management March 2015 - Present
Goldman Sachs May 2002 - May 2013
J.P. Morgan September 2000 - May 2002
Education
United States Naval Academy 1996 — 2000
BS, Mathematics
Miguel García de Onrubia's J.P. Morgan Experience November 2011 - Present
Job Investment Banking Analyst at JPMorgan
Industry Capital Markets
Experience
J.P. Morgan November 2011 - Present
BBVA - Grupo Consolidar August 2010 - October 2011
Deutsche Bank October 2009 - July 2010
Education
Universidad de 'San Andrés' 2004 — 2008
Licenciado, Economía
J.P. Morgan November 2011 - Present
BBVA - Grupo Consolidar August 2010 - October 2011
Deutsche Bank October 2009 - July 2010
Education
Universidad de 'San Andrés' 2004 — 2008
Licenciado, Economía
Monica Yampier's J.P. Morgan Experience February 2008 - June 2009
Job VicePresident Information Risk Lead Global Technology at J.P. Morgan
Industry Information Technology and Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase August 2012 - January 2014
JPMorgan Chase July 2011 - August 2012
JPMorgan Chase June 2009 - July 2011
J.P. Morgan February 2008 - June 2009
JPMorgan Chase June 2006 - February 2008
Proyecto ALACIMA- Puerto Rico Math and Science Partnership December 2003 - August 2005
Department of Education February 2002 - June 2003
Skills
Call Center, Visio, Workshop Facilitation, Business Analysis, Analysis, Customer Experience, SharePoint, Process Improvement, Project Management, Leadership, Financial Analysis, Spanish, Coaching, Microsoft Excel, Customer Service, Outlook, Access, Call Centers, Microsoft Office, Strategic Planning, PowerPoint, Management, Vendor Management, Banking, Risk Management, Training, Financial Services, Change Management, Business Process..., Business Process, Mortgage Servicing, Cross-functional Team..., Time Management, Requirements Gathering, Employee Training, Service Delivery, Software Documentation, Program Management, Customer Satisfaction, Team Leadership, CRM, Performance Management, Quality Assurance, Data Analysis, Operations Management, Workforce Management
Education
University of Puerto Rico
Industrial Chemistry
JPMorgan Chase February 2014 - Present
JPMorgan Chase August 2012 - January 2014
JPMorgan Chase July 2011 - August 2012
JPMorgan Chase June 2009 - July 2011
J.P. Morgan February 2008 - June 2009
JPMorgan Chase June 2006 - February 2008
Proyecto ALACIMA- Puerto Rico Math and Science Partnership December 2003 - August 2005
Department of Education February 2002 - June 2003
Skills
Call Center, Visio, Workshop Facilitation, Business Analysis, Analysis, Customer Experience, SharePoint, Process Improvement, Project Management, Leadership, Financial Analysis, Spanish, Coaching, Microsoft Excel, Customer Service, Outlook, Access, Call Centers, Microsoft Office, Strategic Planning, PowerPoint, Management, Vendor Management, Banking, Risk Management, Training, Financial Services, Change Management, Business Process..., Business Process, Mortgage Servicing, Cross-functional Team..., Time Management, Requirements Gathering, Employee Training, Service Delivery, Software Documentation, Program Management, Customer Satisfaction, Team Leadership, CRM, Performance Management, Quality Assurance, Data Analysis, Operations Management, Workforce Management
Education
University of Puerto Rico
Industrial Chemistry
Michael Duckworth's J.P. Morgan Experience June 2013 - Present
Job Managing Director J.P. Morgan Private Bank
Industry Venture Capital & Private Equity
Experience
J.P. Morgan June 2013 - Present
Nant Holdings, LLC August 2011 - January 2013
CD Capital Advisory, LLC January 2009 - August 2011
The Yucaipa Companies September 2004 - January 2009
Source Interlink October 2006 - November 2008
Merrill Lynch April 2000 - May 2003
Bankers Trust Company August 1988 - March 2000
Skills
Leadership, Management, Strategic Planning, Mergers, Restructuring, Divestitures, High Yield, Private Equity, Due Diligence, Investments, IPO, Start-ups, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Business Strategy, Finance, Portfolio Management
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and Marketing
University of California, Los Angeles 1979 — 1983
BA, Business Economics
J.P. Morgan June 2013 - Present
Nant Holdings, LLC August 2011 - January 2013
CD Capital Advisory, LLC January 2009 - August 2011
The Yucaipa Companies September 2004 - January 2009
Source Interlink October 2006 - November 2008
Merrill Lynch April 2000 - May 2003
Bankers Trust Company August 1988 - March 2000
Skills
Leadership, Management, Strategic Planning, Mergers, Restructuring, Divestitures, High Yield, Private Equity, Due Diligence, Investments, IPO, Start-ups, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Business Strategy, Finance, Portfolio Management
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and Marketing
University of California, Los Angeles 1979 — 1983
BA, Business Economics
Chris Kapsaroff's J.P. Morgan Experience July 2011 - February 2013
Job Director, Strategy and Execution Office of the COO at Barclays Corporate and Investment Bank
Industry Investment Banking
Experience
Barclays March 2013 - Present
J.P. Morgan July 2011 - February 2013
JP Morgan March 2008 - June 2011
Board Seats Held January 2001 - January 2010
Merrill Lynch August 2004 - March 2008
US Navy 1987 - 1996
Skills
Prime Brokerage, Private Equity, Alternative Investments, Hedge Funds, Equities, Strategy Consulting, M&A experience, Equity Trading, Capital Markets, Investment Banking, Strategy, Mergers & Acquisitions, Securities, Competitive Analysis, Emerging Markets, Executive Management, Financial Structuring, Valuation, Financial Modeling, Fixed Income, Cross-functional Team..., Venture Capital, Financial Services, Derivatives, Investments, Corporate Development, CRM
Education
Yale University 1994 — 1997
MA, International Relations, Grand Strategy and the Economics of Technology concentration
United States Merchant Marine Academy
BS, Nautical Science
Barclays March 2013 - Present
J.P. Morgan July 2011 - February 2013
JP Morgan March 2008 - June 2011
Board Seats Held January 2001 - January 2010
Merrill Lynch August 2004 - March 2008
US Navy 1987 - 1996
Skills
Prime Brokerage, Private Equity, Alternative Investments, Hedge Funds, Equities, Strategy Consulting, M&A experience, Equity Trading, Capital Markets, Investment Banking, Strategy, Mergers & Acquisitions, Securities, Competitive Analysis, Emerging Markets, Executive Management, Financial Structuring, Valuation, Financial Modeling, Fixed Income, Cross-functional Team..., Venture Capital, Financial Services, Derivatives, Investments, Corporate Development, CRM
Education
Yale University 1994 — 1997
MA, International Relations, Grand Strategy and the Economics of Technology concentration
United States Merchant Marine Academy
BS, Nautical Science
James Ask's J.P. Morgan Experience January 2013 - Present
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
US Navy July 2010 - December 2012
US Navy 2010 - 2012
US Navy June 2009 - July 2010
US Navy June 2008 - July 2010
US Navy May 2004 - June 2008
Skills
Navy, Military, National Security, Naval Aviation, Military Experience, Military Aviation, Private Banking, Wealth Management
Education
University of Florida 2010 — 2012
Master of Business Administration
United States Naval Academy 2000 — 2004
Bachelor of Science, Political Science
Wyoming Seminary College Prep School
J.P. Morgan January 2013 - Present
US Navy July 2010 - December 2012
US Navy 2010 - 2012
US Navy June 2009 - July 2010
US Navy June 2008 - July 2010
US Navy May 2004 - June 2008
Skills
Navy, Military, National Security, Naval Aviation, Military Experience, Military Aviation, Private Banking, Wealth Management
Education
University of Florida 2010 — 2012
Master of Business Administration
United States Naval Academy 2000 — 2004
Bachelor of Science, Political Science
Wyoming Seminary College Prep School
David Gambone's J.P. Morgan Experience 2007 - 2011
Job Owner at Platt Development Group
Industry Real Estate
Experience
Platt Development Group May 2013 - Present
Credit Suisse 2011 - May 2013
J.P. Morgan 2007 - 2011
Education
Union College 2003 — 2007
BA Economics, Economics
The Taft School 1999 — 2003
Platt Development Group May 2013 - Present
Credit Suisse 2011 - May 2013
J.P. Morgan 2007 - 2011
Education
Union College 2003 — 2007
BA Economics, Economics
The Taft School 1999 — 2003
Matt Sandler, CFP®'s J.P. Morgan Experience March 2015 - Present
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
TIAA-CREF March 2013 - March 2015
Morgan Stanley Smith Barney October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors January 2006 - October 2009
HSBC August 2005 - January 2006
American Express Financial Advisors August 2002 - July 2005
Lighthouse International August 2000 - August 2002
McIntosh & Otis, Inc September 1998 - August 2000
Education
Union College 1994 — 1998
B.A, Political Science
J.P. Morgan March 2015 - Present
TIAA-CREF March 2013 - March 2015
Morgan Stanley Smith Barney October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors January 2006 - October 2009
HSBC August 2005 - January 2006
American Express Financial Advisors August 2002 - July 2005
Lighthouse International August 2000 - August 2002
McIntosh & Otis, Inc September 1998 - August 2000
Education
Union College 1994 — 1998
B.A, Political Science
Monica Chaturvedi'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 2013
Northern Trust Corporation June 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Deloitte February 2009 - June 2009
Skills
Excel, PowerPoint, Spanish, Microsoft Word, Bloomberg, Microsoft Excel, Financial Modeling, Investments, Financial Analysis, Public Speaking, Research, Finance
Education
Washington University in St. Louis - Olin Business School 2010 — 2014
Universidad Carlos III de Madrid 2013 — 2013
Whitney M. Young Magnet High School 2004 — 2010
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust Corporation June 2012 - August 2012
Loop Capital Markets June 2011 - August 2011
Deloitte February 2009 - June 2009
Skills
Excel, PowerPoint, Spanish, Microsoft Word, Bloomberg, Microsoft Excel, Financial Modeling, Investments, Financial Analysis, Public Speaking, Research, Finance
Education
Washington University in St. Louis - Olin Business School 2010 — 2014
Universidad Carlos III de Madrid 2013 — 2013
Whitney M. Young Magnet High School 2004 — 2010
David Beach, CFP®'s J.P. Morgan Experience September 2009 - September 2012
Job Regional Trust Manager at Whitney Bank
Industry Banking
Experience
Whitney Bank October 2012 - Present
J.P. Morgan September 2009 - September 2012
Skills
Portfolio Management, Equities, Investments, Financial Modeling, Series 7, Investment Banking, Fixed Income, Loans, Valuation, Wealth Management, Business Development, Capital Markets, Private Equity, Asset Management, Risk Management, Financial Analysis, Corporate Finance, Investment Advisory, Due Diligence, Alternative Investments
Education
West Point 1996 — 2000
Bachelor of Science (BS), Systems Engineering
Cannon Institute
Whitney Bank October 2012 - Present
J.P. Morgan September 2009 - September 2012
Skills
Portfolio Management, Equities, Investments, Financial Modeling, Series 7, Investment Banking, Fixed Income, Loans, Valuation, Wealth Management, Business Development, Capital Markets, Private Equity, Asset Management, Risk Management, Financial Analysis, Corporate Finance, Investment Advisory, Due Diligence, Alternative Investments
Education
West Point 1996 — 2000
Bachelor of Science (BS), Systems Engineering
Cannon Institute
Sam Fertitta's J.P. Morgan Experience February 2011 - February 2014
Job Healthcare Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
J.P. Morgan February 2011 - February 2014
J.P. Morgan February 2008 - January 2011
J.P. Morgan January 2007 - January 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Markets, Capital Markets, Leveraged Finance, Private Placements, Fixed Income, Equities, Hedge Funds, Private Equity
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Wells Fargo Securities March 2014 - Present
J.P. Morgan February 2011 - February 2014
J.P. Morgan February 2008 - January 2011
J.P. Morgan January 2007 - January 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Markets, Capital Markets, Leveraged Finance, Private Placements, Fixed Income, Equities, Hedge Funds, Private Equity
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Christopher Curcio's J.P. Morgan Experience February 2010 - Present
Job Sales Associate
Industry Financial Services
Experience
J.P. Morgan February 2010 - Present
GAIN Capital April 2007 - February 2010
GAIN Capital April 2007 - July 2008
K. Hovnanian Homes June 2005 - August 2005
Wachovia June 2004 - August 2004
N.J. Cardinals June 2003 - August 2003
Skills
Equities, Bloomberg, Fixed Income, Series 7, Securities, Investments, Capital Markets, Structured Notes, Financial Markets, Alternative Investments, Financial Services, Options, Trading, Trading Systems, FINRA, Microsoft Office, Hedge Funds, Relationship Management, Mutual Funds, Bonds, Microsoft Excel, Emerging Markets, Customer Service, Equity Derivatives, Sales, Structured Products, Foreign Exchange, ETFs, Salesforce.com, Series 66
Education
Union College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Blair Academy 1998 — 2002
J.P. Morgan February 2010 - Present
GAIN Capital April 2007 - February 2010
GAIN Capital April 2007 - July 2008
K. Hovnanian Homes June 2005 - August 2005
Wachovia June 2004 - August 2004
N.J. Cardinals June 2003 - August 2003
Skills
Equities, Bloomberg, Fixed Income, Series 7, Securities, Investments, Capital Markets, Structured Notes, Financial Markets, Alternative Investments, Financial Services, Options, Trading, Trading Systems, FINRA, Microsoft Office, Hedge Funds, Relationship Management, Mutual Funds, Bonds, Microsoft Excel, Emerging Markets, Customer Service, Equity Derivatives, Sales, Structured Products, Foreign Exchange, ETFs, Salesforce.com, Series 66
Education
Union College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Blair Academy 1998 — 2002
Robert Klener's J.P. Morgan Experience June 2013 - August 2013
Job Wholesale Client Onboarding Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Skills
Proficient in Microsoft..., Bloomberg, Bloomberg Terminal, Enterprise Software, Financial Analysis, Microsoft Excel, PowerPoint, Software Asset..., Research, Teamwork, Access
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Universidad de Alcalá 2012 — 2012
Study Abroad, Spanish Language and Literature
Millburn High School 2006 — 2010
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Skills
Proficient in Microsoft..., Bloomberg, Bloomberg Terminal, Enterprise Software, Financial Analysis, Microsoft Excel, PowerPoint, Software Asset..., Research, Teamwork, Access
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Universidad de Alcalá 2012 — 2012
Study Abroad, Spanish Language and Literature
Millburn High School 2006 — 2010
Tiffany Sanders's J.P. Morgan Experience September 2012 - Present
Job Associate at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan September 2012 - Present
JPMorgan Private Bank June 1998 - September 2012
Skills
Series 7, Series 63
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance and Management
University of Houston
Business Administration, Computer Information Systems
J.P. Morgan September 2012 - Present
JPMorgan Private Bank June 1998 - September 2012
Skills
Series 7, Series 63
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance and Management
University of Houston
Business Administration, Computer Information Systems
Andy Peirona's J.P. Morgan Experience August 1995 - April 2015
Job Executive Director Institutional Equities Sales
Industry Financial Services
Experience
J.P. Morgan August 1995 - April 2015
The Koll Company January 1991 - September 1993
Houlihan Lokey August 1989 - October 1990
Education
UCLA Anderson School of Management 1993 — 1995
Master of Business Administration (MBA), Finance / Entrepreneurial Studies
University of California, Los Angeles 1984 — 1989
Bachelor of Arts (B.A.), Economics / Business
J.P. Morgan August 1995 - April 2015
The Koll Company January 1991 - September 1993
Houlihan Lokey August 1989 - October 1990
Education
UCLA Anderson School of Management 1993 — 1995
Master of Business Administration (MBA), Finance / Entrepreneurial Studies
University of California, Los Angeles 1984 — 1989
Bachelor of Arts (B.A.), Economics / Business
Kenrick Liu's J.P. Morgan Experience October 2011 - May 2012
Job Member of the Technical Staff at Draper Laboratory
Industry Mechanical or Industrial Engineering
Experience
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Gina Park's J.P. Morgan Experience November 2014 - Present
Job Underwriter at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2014 - Present
JPMorgan Chase March 2014 - October 2014
JPMorgan Chase November 2011 - March 2014
Wilshire State Bank June 2010 - August 2011
Skills
Credit Analysis, Loans, Credit, Financial Analysis, Underwriting, Mortgage Lending, Commercial Lending, Small Business Lending, Banking, Due Diligence, Financial Risk, Portfolio Management, Real Estate, Analysis, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
UCLA 2004 — 2008
Bachelor of Arts, Sociology
J.P. Morgan November 2014 - Present
JPMorgan Chase March 2014 - October 2014
JPMorgan Chase November 2011 - March 2014
Wilshire State Bank June 2010 - August 2011
Skills
Credit Analysis, Loans, Credit, Financial Analysis, Underwriting, Mortgage Lending, Commercial Lending, Small Business Lending, Banking, Due Diligence, Financial Risk, Portfolio Management, Real Estate, Analysis, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
UCLA 2004 — 2008
Bachelor of Arts, Sociology
Vicente Ariztia's J.P. Morgan Experience August 2009 - Present
Job Vice President at J.P.Morgan
Industry Investment Management
Experience
J.P. Morgan August 2009 - Present
Consorcio 2007 - July 2009
Skills
Series 7
Education
Universidad de los Andes (CL)
Ingeniero Comercial
J.P. Morgan August 2009 - Present
Consorcio 2007 - July 2009
Skills
Series 7
Education
Universidad de los Andes (CL)
Ingeniero Comercial
Dan Scheschuk's J.P. Morgan Experience 2006 - 2008
Job Vice President at Twin Haven Capital Partners, LLC
Industry Investment Management
Experience
Twin Haven Capital Partners, LLC September 2012 - Present
Tiedemann Investment Group 2010 - 2012
GCP 2009 - 2010
J.P. Morgan 2006 - 2008
Education
UCLA Anderson School of Management 2008 — 2010
MBA
Vanderbilt University 2002 — 2006
Bachelor of Science, Engineering Science; Mathematics
Twin Haven Capital Partners, LLC September 2012 - Present
Tiedemann Investment Group 2010 - 2012
GCP 2009 - 2010
J.P. Morgan 2006 - 2008
Education
UCLA Anderson School of Management 2008 — 2010
MBA
Vanderbilt University 2002 — 2006
Bachelor of Science, Engineering Science; Mathematics
Francisca Espinola's J.P. Morgan Experience January 2014 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan July 2005 - January 2014
Skills
Investment Banking, Capital Markets, Securities
Education
Universidad Adolfo Ibáñez 2000 — 2003
Ingenieria Comercial, Finance, General
St. Margaret's School
J.P. Morgan January 2014 - Present
J.P. Morgan July 2005 - January 2014
Skills
Investment Banking, Capital Markets, Securities
Education
Universidad Adolfo Ibáñez 2000 — 2003
Ingenieria Comercial, Finance, General
St. Margaret's School
Claudio Duboy's J.P. Morgan Experience 1994 - 2005
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
UBS August 2005 - Present
UBS July 2005 - Present
J.P. Morgan 1994 - 2005
Skills
Fixed Income, Series 7, Equities, English, Alternative Investments, Estate Planning, Commercial Lending, Asset Allocation, Client, Sales Process, Management, Coaching, Series 66
Education
Universidad de Chile
Morgan Stanley Smith Barney June 2012 - Present
UBS August 2005 - Present
UBS July 2005 - Present
J.P. Morgan 1994 - 2005
Skills
Fixed Income, Series 7, Equities, English, Alternative Investments, Estate Planning, Commercial Lending, Asset Allocation, Client, Sales Process, Management, Coaching, Series 66
Education
Universidad de Chile
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.