J.P. Morgan Asset Management
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1935 Subsidiaries: JPMorgan Asset Management International Limited, Parent organization: JPMorgan Chase
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J.P. Morgan Asset Management Employees
Employee
Years
Job
Industry
Julia Baldino Julia Baldino's J.P. Morgan Asset Management Experience October 2014 - Present
Job Private Banking Analyst at J.P. Morgan Asset Management
Industry Higher Education
Experience
J.P. Morgan Asset Management October 2014 - Present
Barnard College September 2011 - Present
JPMorgan Chase June 2014 - August 2014
Kirkland West, LLC June 2013 - August 2013
New York Habitat June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Editing, Public Speaking, Event Planning, Facebook, Microsoft Word, Spanish, Photoshop, Community Outreach, Teaching, Fundraising
Education
Columbia University in the City of New York
J.P. Morgan Asset Management October 2014 - Present
Barnard College September 2011 - Present
JPMorgan Chase June 2014 - August 2014
Kirkland West, LLC June 2013 - August 2013
New York Habitat June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Editing, Public Speaking, Event Planning, Facebook, Microsoft Word, Spanish, Photoshop, Community Outreach, Teaching, Fundraising
Education
Columbia University in the City of New York
E. Ryan Setian E. Ryan Setian's J.P. Morgan Asset Management Experience October 2014 - Present
Job Internal Client Advisor at JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2014
Gabelli Asset Management July 2012 - August 2012
Gartner June 2011 - August 2011
Whole Foods Market May 2010 - August 2010
Fjord Fisheries May 2010 - July 2010
Skills
Financial Modeling, Economics, Microsoft Excel, Data Analysis, Analytics, Stata, SAS, Research, Microsoft Office, PowerPoint, Quantitative Research, Qualitative Research, Econometrics, Quantitative Analytics, Statistics
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics
Greenwich High School 2005 — 2009
J.P. Morgan Asset Management October 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2014
Gabelli Asset Management July 2012 - August 2012
Gartner June 2011 - August 2011
Whole Foods Market May 2010 - August 2010
Fjord Fisheries May 2010 - July 2010
Skills
Financial Modeling, Economics, Microsoft Excel, Data Analysis, Analytics, Stata, SAS, Research, Microsoft Office, PowerPoint, Quantitative Research, Qualitative Research, Econometrics, Quantitative Analytics, Statistics
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics
Greenwich High School 2005 — 2009
Ceren Baseren Ceren Baseren's J.P. Morgan Asset Management Experience 2015 - 2015
Job MBA candidate at University of California, Berkeley, Haas School of Business
Industry Financial Services
Experience
J.P. Morgan Asset Management 2015 - 2015
J.P. Morgan June 2010 - July 2013
HSBC June 2008 - July 2008
Skills
Investment Banking, Capital Markets, Teamwork, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Private Equity, Investments, Business Strategy, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2015 — 2015
Master of Business Administration (M.B.A.), 2015 Fall Term Exchange
London School of Economics and Political Science 2007 — 2010
Bachelor's Degree, BSc in Government and Economics (Joint Honours)
British International School, Cairo - BISC (Egypt) 2003 — 2007
High School
International School of Milan - ISM (Italy) 2000 — 2002
Middle School
J.P. Morgan Asset Management 2015 - 2015
J.P. Morgan June 2010 - July 2013
HSBC June 2008 - July 2008
Skills
Investment Banking, Capital Markets, Teamwork, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Private Equity, Investments, Business Strategy, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2015 — 2015
Master of Business Administration (M.B.A.), 2015 Fall Term Exchange
London School of Economics and Political Science 2007 — 2010
Bachelor's Degree, BSc in Government and Economics (Joint Honours)
British International School, Cairo - BISC (Egypt) 2003 — 2007
High School
International School of Milan - ISM (Italy) 2000 — 2002
Middle School
Fitz Robertson Fitz Robertson's J.P. Morgan Asset Management Experience May 2015 - August 2015
Job MBA Candidate at Columbia Business School
Industry Investment Banking
Experience
J.P. Morgan Asset Management May 2015 - August 2015
JP Morgan Asset Management September 2013 - May 2015
J.P. Morgan Asset Management October 2011 - September 2013
JP Morgan Asset Management April 2010 - October 2011
PNC Capital Markets LLC May 2009 - August 2010
Citi May 2008 - August 2008
Moodys Investor Services June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investments, Equities, Fundraising, Fixed Income, Capital Markets, Asset Management, Private Equity, Hedge Funds, Strategic Financial..., Investment Banking, Alternative Investments, Series 7, Bloomberg, Economics, Asset Allocation, Securities, Investment Management, Mutual Funds, Portfolio Management, Investment Strategies, Series 63, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Investment Advisory, Derivatives, Bonds, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hampden-Sydney College 2005 — 2009
BA, Economics and Commerce
South Kent School
J.P. Morgan Asset Management May 2015 - August 2015
JP Morgan Asset Management September 2013 - May 2015
J.P. Morgan Asset Management October 2011 - September 2013
JP Morgan Asset Management April 2010 - October 2011
PNC Capital Markets LLC May 2009 - August 2010
Citi May 2008 - August 2008
Moodys Investor Services June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investments, Equities, Fundraising, Fixed Income, Capital Markets, Asset Management, Private Equity, Hedge Funds, Strategic Financial..., Investment Banking, Alternative Investments, Series 7, Bloomberg, Economics, Asset Allocation, Securities, Investment Management, Mutual Funds, Portfolio Management, Investment Strategies, Series 63, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Investment Advisory, Derivatives, Bonds, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hampden-Sydney College 2005 — 2009
BA, Economics and Commerce
South Kent School
Stefani Arden Ellenbecker's J.P. Morgan Asset Management Experience October 2013 - March 2014
Job ECommerce Project Manager at Best Buy
Industry Marketing and Advertising
Experience
Best Buy August 2015 - Present
Arden Trading Co. April 2015 - Present
Wunderman August 2014 - August 2015
Scripps Networks Interactive March 2014 - August 2014
J.P. Morgan Asset Management October 2013 - March 2014
Karga Seven Pictures October 2012 - October 2013
Blue Zones October 2011 - October 2012
l'etoile magazine July 2011 - October 2012
Greenspring Media Group July 2010 - July 2011
Minnesota Swarm May 2010 - August 2010
Skills
Copywriting, Media Relations, Social Media, Advertising, Strategic Communications, Public Relations, Social Networking, Editing, Creative Writing, Event Planning, Marketing, Graphic Design, Magazines, Sponsorship, Web Design, Storytelling, Web Content, Blogging, Press Releases, Newspapers, Feature Articles, Facebook
Education
Colorado State University 2005 — 2009
Journalism and Technical Communication, Public Relations, English, Art
Best Buy August 2015 - Present
Arden Trading Co. April 2015 - Present
Wunderman August 2014 - August 2015
Scripps Networks Interactive March 2014 - August 2014
J.P. Morgan Asset Management October 2013 - March 2014
Karga Seven Pictures October 2012 - October 2013
Blue Zones October 2011 - October 2012
l'etoile magazine July 2011 - October 2012
Greenspring Media Group July 2010 - July 2011
Minnesota Swarm May 2010 - August 2010
Skills
Copywriting, Media Relations, Social Media, Advertising, Strategic Communications, Public Relations, Social Networking, Editing, Creative Writing, Event Planning, Marketing, Graphic Design, Magazines, Sponsorship, Web Design, Storytelling, Web Content, Blogging, Press Releases, Newspapers, Feature Articles, Facebook
Education
Colorado State University 2005 — 2009
Journalism and Technical Communication, Public Relations, English, Art
Andrew Linton Andrew Linton's J.P. Morgan Asset Management Experience March 2004 - Present
Job Managing Director, JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2004 - Present
J.P. Morgan Asset Management June 2010 - December 2011
Director, J.P. Morgan Asset Management (Ireland) Ltd. May 2004 - May 2009
Skills
Fixed Income, Asset Management, Equities, Capital Markets, Investment Banking, Investments, Alternative Investments, Portfolio Management, Hedge Funds
Education
Capital University Law School 1998 — 2001
Doctor of Law (J.D.)
Drexel University 1987 — 1992
Bachelor of Science (BS), Finance, General
J.P. Morgan Asset Management March 2004 - Present
J.P. Morgan Asset Management June 2010 - December 2011
Director, J.P. Morgan Asset Management (Ireland) Ltd. May 2004 - May 2009
Skills
Fixed Income, Asset Management, Equities, Capital Markets, Investment Banking, Investments, Alternative Investments, Portfolio Management, Hedge Funds
Education
Capital University Law School 1998 — 2001
Doctor of Law (J.D.)
Drexel University 1987 — 1992
Bachelor of Science (BS), Finance, General
Lucas Keefer Lucas Keefer's J.P. Morgan Asset Management Experience May 2015 - Present
Job Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management May 2015 - Present
College of the Holy Cross Investment Office January 2015 - Present
GE Capital June 2014 - August 2014
Belle Haven Investments May 2013 - August 2013
GE Capital June 2013 - June 2013
CHSAA Track and Field Internship January 2012 - May 2012
Education
College of the Holy Cross 2012 — 2016
Bachelor's Degree, Economics, Philosophy
Fordham Preparatory School 2008 — 2012
High School
J.P. Morgan Asset Management May 2015 - Present
College of the Holy Cross Investment Office January 2015 - Present
GE Capital June 2014 - August 2014
Belle Haven Investments May 2013 - August 2013
GE Capital June 2013 - June 2013
CHSAA Track and Field Internship January 2012 - May 2012
Education
College of the Holy Cross 2012 — 2016
Bachelor's Degree, Economics, Philosophy
Fordham Preparatory School 2008 — 2012
High School
Tessa Steinemann's J.P. Morgan Asset Management Experience August 2012 - September 2013
Job Associate Portfolio Specialist, JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan Asset Management August 2012 - September 2013
Skills
Python, Macroeconomics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Fundraising, Time Management, Team Building, Statistics, Econometrics
Education
The Ohio State University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2008 — 2012
Bachelor of Arts, Economics; Mathematics
Sandusky High School 2004 — 2008
J.P. Morgan September 2013 - Present
J.P. Morgan Asset Management August 2012 - September 2013
Skills
Python, Macroeconomics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Fundraising, Time Management, Team Building, Statistics, Econometrics
Education
The Ohio State University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2008 — 2012
Bachelor of Arts, Economics; Mathematics
Sandusky High School 2004 — 2008
Shudan Zheng Shudan Zheng's J.P. Morgan Asset Management Experience February 2014 - Present
Job Associate at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2014 - Present
Bank of America Merrill Lynch November 2013 - February 2014
Deloitte Consulting, LLP June 2013 - August 2013
Deloitte June 2011 - August 2011
Education
Cornell University 2012 — 2013
Master of Engineering (MEng), Information Science/Studies
Nanjing University 2008 — 2012
Bachelor of Business Administration (BBA), Management of Information System
J.P. Morgan Asset Management February 2014 - Present
Bank of America Merrill Lynch November 2013 - February 2014
Deloitte Consulting, LLP June 2013 - August 2013
Deloitte June 2011 - August 2011
Education
Cornell University 2012 — 2013
Master of Engineering (MEng), Information Science/Studies
Nanjing University 2008 — 2012
Bachelor of Business Administration (BBA), Management of Information System
Michael Buchenholz, CFA, FSA Michael Buchenholz, CFA, FSA's J.P. Morgan Asset Management Experience July 2013 - May 2015
Job
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2013 - May 2015
Deutsche Bank June 2012 - August 2012
Mercer January 2010 - June 2011
Mercer June 2007 - January 2010
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance, Economics
Washington University in St. Louis 2003 — 2007
BSBA, Double Major in Mathematics and Finance, Minor in Jazz Studies
Designations
J.P. Morgan Asset Management July 2013 - May 2015
Deutsche Bank June 2012 - August 2012
Mercer January 2010 - June 2011
Mercer June 2007 - January 2010
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance, Economics
Washington University in St. Louis 2003 — 2007
BSBA, Double Major in Mathematics and Finance, Minor in Jazz Studies
Designations
Daniel E. Broll Daniel E. Broll's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Cornell University Graduate
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2014 - August 2014
J.P. Morgan Asset Management November 2013 - November 2013
Kong, Lim & Partners LLP June 2013 - August 2013
U.S. Department of the Treasury January 2013 - May 2013
Rider Finance Association August 2011 - May 2012
Student Investment Challenge September 2011 - December 2011
Skills
Analysis, Community Outreach, Valuation, Market Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, Bloomberg Terminal, SPSS, Linear Programming
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Applied Economics and Management, (Concentrations in Finance & Accounting)
National University of Singapore 2013 — 2013
Global Internship Program, Singaporean Society and Professionalism
J.P. Morgan Asset Management May 2014 - August 2014
J.P. Morgan Asset Management November 2013 - November 2013
Kong, Lim & Partners LLP June 2013 - August 2013
U.S. Department of the Treasury January 2013 - May 2013
Rider Finance Association August 2011 - May 2012
Student Investment Challenge September 2011 - December 2011
Skills
Analysis, Community Outreach, Valuation, Market Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, Bloomberg Terminal, SPSS, Linear Programming
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Applied Economics and Management, (Concentrations in Finance & Accounting)
National University of Singapore 2013 — 2013
Global Internship Program, Singaporean Society and Professionalism
Roberts Grava's J.P. Morgan Asset Management Experience January 2012 - Present
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2012 - Present
The World Bank August 2010 - January 2012
J.P. Morgan Asset Management August 2007 - July 2010
The World Bank July 2005 - July 2007
Bank of Latvia April 1994 - June 2005
Skills
Strategy, Investments, Portfolio Management, Fixed Income, Financial Markets, Financial Risk, Asset Management, Management, Finance, Asset Managment, Economics, Hedge Funds, Equities, Bonds, Analytics, Management Consulting, Corporate Finance, Macroeconomics, Investment Banking, Capital Markets, Bloomberg, Emerging Markets, Risk Management, Financial Modeling, Alternative Investments, Valuation, Derivatives, Asset Allocation, Trading, Private Equity, Market Risk
Education
Columbia University in the City of New York
J.P. Morgan Asset Management January 2012 - Present
The World Bank August 2010 - January 2012
J.P. Morgan Asset Management August 2007 - July 2010
The World Bank July 2005 - July 2007
Bank of Latvia April 1994 - June 2005
Skills
Strategy, Investments, Portfolio Management, Fixed Income, Financial Markets, Financial Risk, Asset Management, Management, Finance, Asset Managment, Economics, Hedge Funds, Equities, Bonds, Analytics, Management Consulting, Corporate Finance, Macroeconomics, Investment Banking, Capital Markets, Bloomberg, Emerging Markets, Risk Management, Financial Modeling, Alternative Investments, Valuation, Derivatives, Asset Allocation, Trading, Private Equity, Market Risk
Education
Columbia University in the City of New York
David Levi, CFA's J.P. Morgan Asset Management Experience 1996 - 1999
Job Managing Director, Head of Distribution
Industry Financial Services
Experience
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Kelly Gorman Kelly Gorman's J.P. Morgan Asset Management Experience April 2015 - Present
Job AML/KYC Onboarding Officer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
Team Beachbody Independent Business Coach 2011 - Present
Defense Intelligence Agency May 2013 - March 2015
Golden Eagle Dojo 2011 - 2014
Defense Intelligence Agency November 2011 - May 2013
US Army January 2011 - November 2011
US Army October 2008 - January 2011
US Army November 2006 - October 2008
US Army March 2005 - November 2006
US Army March 1992 - March 2005
Skills
Fitness, Fitness Training, Personal Training, Strength Training, Cardio, Strength, Weight, Wellness, Nutrition, Wellness Coaching, Lifestyle Coaching, Nutritional Counseling, Cpr Certified, Personal Development, Motivational Speaking, Public Speaking, Sports Nutrition, Training, Martial Arts, Endurance, Weight Training, Athletics, Exercise Physiology, Self Defense, Fitness Consulting, Athletic Training, Fitness Instruction, Coaching, Functional Training, Core Strength, Leadership Development, Supplements, Weight Loss Coaching, Home Based Business, Weapons, Tactics, Circuit Training, Military, Weight Management, Network Marketing, Military Operations, Army, Exercises, Military Training, Kinesiology, Leadership, Teaching, Security Clearance, Team Building, Wellbeing
Education
Stratford University
Bachelor of Science (B.S.), Business Administration and Management, General
International Sport Sciences Association 2014 — 2014
Certified Fitness Trainer, Personal Trainer Certification
Cochise College 2008 — 2009
Intelligence Operations
University of Iowa
General Studies
J.P. Morgan Asset Management April 2015 - Present
Team Beachbody Independent Business Coach 2011 - Present
Defense Intelligence Agency May 2013 - March 2015
Golden Eagle Dojo 2011 - 2014
Defense Intelligence Agency November 2011 - May 2013
US Army January 2011 - November 2011
US Army October 2008 - January 2011
US Army November 2006 - October 2008
US Army March 2005 - November 2006
US Army March 1992 - March 2005
Skills
Fitness, Fitness Training, Personal Training, Strength Training, Cardio, Strength, Weight, Wellness, Nutrition, Wellness Coaching, Lifestyle Coaching, Nutritional Counseling, Cpr Certified, Personal Development, Motivational Speaking, Public Speaking, Sports Nutrition, Training, Martial Arts, Endurance, Weight Training, Athletics, Exercise Physiology, Self Defense, Fitness Consulting, Athletic Training, Fitness Instruction, Coaching, Functional Training, Core Strength, Leadership Development, Supplements, Weight Loss Coaching, Home Based Business, Weapons, Tactics, Circuit Training, Military, Weight Management, Network Marketing, Military Operations, Army, Exercises, Military Training, Kinesiology, Leadership, Teaching, Security Clearance, Team Building, Wellbeing
Education
Stratford University
Bachelor of Science (B.S.), Business Administration and Management, General
International Sport Sciences Association 2014 — 2014
Certified Fitness Trainer, Personal Trainer Certification
Cochise College 2008 — 2009
Intelligence Operations
University of Iowa
General Studies
Adam Rutherford's J.P. Morgan Asset Management Experience March 2013 - September 2014
Job National Retirement Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
J.P. Morgan Asset Management March 2013 - September 2014
J.P. Morgan Asset Management January 2012 - March 2013
J.P. Morgan Asset Management May 2006 - December 2011
Smith Barney May 2004 - August 2005
Skills
Financial Education, Content Development, Series 7, Investments, Mutual Funds, Financial Services, Alternative Investments, Equities, Asset Managment, Financial Modeling, Financial Analysis, Asset Allocation, Capital Markets, Series 63, Series 65, MBA, Microsoft Excel, Modeling, Public Speaking, Spreadsheets
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Business
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Real Estate
EMPOWER Retirement September 2014 - Present
J.P. Morgan Asset Management March 2013 - September 2014
J.P. Morgan Asset Management January 2012 - March 2013
J.P. Morgan Asset Management May 2006 - December 2011
Smith Barney May 2004 - August 2005
Skills
Financial Education, Content Development, Series 7, Investments, Mutual Funds, Financial Services, Alternative Investments, Equities, Asset Managment, Financial Modeling, Financial Analysis, Asset Allocation, Capital Markets, Series 63, Series 65, MBA, Microsoft Excel, Modeling, Public Speaking, Spreadsheets
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Business
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance & Real Estate
Manya Vikas Bajpai Manya Vikas Bajpai's J.P. Morgan Asset Management Experience August 2015 - Present
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - Present
Integrity Square October 2012 - January 2013
Barclays June 2012 - August 2012
South Indian Film Industry January 1999 - October 2010
Skills
Matlab, Microsoft Office, Microsoft Excel, Statistics, Microsoft Word, Acting, Data Analysis, Analysis, Stochastic Calculus, Financial Modeling, Quantitative Finance, Equities, Investment Banking, Economics, Portfolio Management, Trading, Bloomberg Terminal, Valuation, Bloomberg, Quantitative Analytics
Education
Columbia University in the City of New York 2011 — 2013
BS, Mathematics-Statistics, 4.0
Columbia University 2009 — 2013
Bachelor's degree, Mathematics; Statistics
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - Present
Integrity Square October 2012 - January 2013
Barclays June 2012 - August 2012
South Indian Film Industry January 1999 - October 2010
Skills
Matlab, Microsoft Office, Microsoft Excel, Statistics, Microsoft Word, Acting, Data Analysis, Analysis, Stochastic Calculus, Financial Modeling, Quantitative Finance, Equities, Investment Banking, Economics, Portfolio Management, Trading, Bloomberg Terminal, Valuation, Bloomberg, Quantitative Analytics
Education
Columbia University in the City of New York 2011 — 2013
BS, Mathematics-Statistics, 4.0
Columbia University 2009 — 2013
Bachelor's degree, Mathematics; Statistics
Sudeep S. Bajaj's J.P. Morgan Asset Management Experience March 2015 - Present
Job Sales Analyst @ J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase February 2014 - February 2015
JPMorgan Chase January 2012 - January 2014
JPMorgan Chase December 2009 - December 2012
Education
DePaul University
Finance
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase February 2014 - February 2015
JPMorgan Chase January 2012 - January 2014
JPMorgan Chase December 2009 - December 2012
Education
DePaul University
Finance
Sarah McGraw's J.P. Morgan Asset Management Experience July 2013 - Present
Job Associate, The Philanthropy Centre, J.P. Morgan Private Bank at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management July 2013 - Present
JP Morgan Asset Management June 2010 - July 2013
Facing History and Ourselves June 2009 - August 2009
Skills
Asset Managment, Editing, Marketing, Due Diligence, Spanish, Data Analysis, Research, Public Speaking
Education
Colgate University 2006 — 2010
Bachelor of Arts, International Relations
Universidad de Granada 2009 — 2009
Spanish Language and Cultural Studies
J.P. Morgan Asset Management July 2013 - Present
JP Morgan Asset Management June 2010 - July 2013
Facing History and Ourselves June 2009 - August 2009
Skills
Asset Managment, Editing, Marketing, Due Diligence, Spanish, Data Analysis, Research, Public Speaking
Education
Colgate University 2006 — 2010
Bachelor of Arts, International Relations
Universidad de Granada 2009 — 2009
Spanish Language and Cultural Studies
Scott Molnar, CFA Scott Molnar, CFA's J.P. Morgan Asset Management Experience August 2014 - Present
Job GMAG Jr. Portfolio Manager, Vice President at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2014 - Present
Cornell University June 2005 - June 2014
Skills
Valuation, Financial Modeling, Private Equity, Financial Analysis, Portfolio Management, Investments, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Investment Management, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2014
MBA, Capital Markets and Asset Management
Cornell University 2001 — 2005
BS, Operations Research and Industrial Engineering
J.P. Morgan Asset Management August 2014 - Present
Cornell University June 2005 - June 2014
Skills
Valuation, Financial Modeling, Private Equity, Financial Analysis, Portfolio Management, Investments, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Investment Management, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2014
MBA, Capital Markets and Asset Management
Cornell University 2001 — 2005
BS, Operations Research and Industrial Engineering
Colin MacKay Colin MacKay's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Davidson College Student
Industry
Experience
Davidson College August 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Davidson College Center for Career Development August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
USDA-ARS July 2013 - August 2013
Gifford Aquatic Center May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Davidson College August 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Davidson College Center for Career Development August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
USDA-ARS July 2013 - August 2013
Gifford Aquatic Center May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Elizabeth Shvidky Elizabeth Shvidky's J.P. Morgan Asset Management Experience January 2014 - January 2014
Job Student at Cornell University
Industry
Experience
RedHead Wine July 2014 - Present
Deutsche Bank, Trust Securities Services Operations (TSSO) June 2014 - August 2014
J.P. Morgan BA Early Advantage Program April 2014 - April 2014
J.P. Morgan Asset Management January 2014 - January 2014
Barclays Capital December 2013 - December 2013
Deloitte Summer Experience September 2013 - September 2013
Finacity Corporation, joint venture of Bank of America and Euler Hermes May 2013 - July 2013
Allstate Insurance July 2012 - August 2012
Brash Public Relations June 2012 - August 2012
Teens that Mean Business 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Time Management, Photoshop, Public Relations, Finance, Marketing, Social Media, PowerPoint, Budgets, Data Analysis, Customer Service, Strategy, Leadership
Education
Cornell University 2012 — 2016
Stuyvesant HS 2008 — 2012
Stuyvesant Diploma, HS Diploma
Summer@Brown (Brown University Summer Program)
Completed “Financial Markets and Investments” course at the top of class
RedHead Wine July 2014 - Present
Deutsche Bank, Trust Securities Services Operations (TSSO) June 2014 - August 2014
J.P. Morgan BA Early Advantage Program April 2014 - April 2014
J.P. Morgan Asset Management January 2014 - January 2014
Barclays Capital December 2013 - December 2013
Deloitte Summer Experience September 2013 - September 2013
Finacity Corporation, joint venture of Bank of America and Euler Hermes May 2013 - July 2013
Allstate Insurance July 2012 - August 2012
Brash Public Relations June 2012 - August 2012
Teens that Mean Business 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Time Management, Photoshop, Public Relations, Finance, Marketing, Social Media, PowerPoint, Budgets, Data Analysis, Customer Service, Strategy, Leadership
Education
Cornell University 2012 — 2016
Stuyvesant HS 2008 — 2012
Stuyvesant Diploma, HS Diploma
Summer@Brown (Brown University Summer Program)
Completed “Financial Markets and Investments” course at the top of class
Bartlomiej Piela Bartlomiej Piela's J.P. Morgan Asset Management Experience July 2012 - June 2014
Job Cofounder at Sugarlift
Industry Fine Art
Experience
Sugarlift July 2014 - Present
J.P. Morgan Asset Management July 2012 - June 2014
Education
Columbia University in the City of New York 2008 — 2012
BA, Magna Cum Laude, Phi Beta Kappa, Philosophy (with honors)
Sugarlift July 2014 - Present
J.P. Morgan Asset Management July 2012 - June 2014
Education
Columbia University in the City of New York 2008 — 2012
BA, Magna Cum Laude, Phi Beta Kappa, Philosophy (with honors)
Emma Sherer's J.P. Morgan Asset Management Experience July 2013 - Present
Job Marketing Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Timo Weiland LLC July 2012 - September 2012
Student Organization Funding Office January 2011 - September 2012
Adaptive Biotechnologies Corp. May 2012 - July 2012
ZS Associates March 2009 - May 2009
Skills
Marketing, Social Media Marketing, Leadership, Analytics, Research, Critical Thinking, Creativity, Communication, Digital Marketing, Content Marketing, Market Research, Sales
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
J.P. Morgan Asset Management July 2013 - Present
Timo Weiland LLC July 2012 - September 2012
Student Organization Funding Office January 2011 - September 2012
Adaptive Biotechnologies Corp. May 2012 - July 2012
ZS Associates March 2009 - May 2009
Skills
Marketing, Social Media Marketing, Leadership, Analytics, Research, Critical Thinking, Creativity, Communication, Digital Marketing, Content Marketing, Market Research, Sales
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Ravjit Grewal, CPA Ravjit Grewal, CPA's J.P. Morgan Asset Management Experience February 2015 - Present
Job Vice President, Investments Finance at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management October 2014 - January 2015
J.P. Morgan August 2013 - September 2014
Cornell University - S.C. Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan 2012 - 2012
Deloitte January 2006 - June 2011
Deloitte June 2005 - August 2005
Skills
Tax, Due Diligence, Mergers, Auditing, Corporate Tax, Tax Advisory, Financial Modeling, Financial Analysis, Corporate Finance, Management Consulting, Management, Valuation, Mergers & Acquisitions, Finance, Private Equity, Business Valuation, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Portfolio Management, Internal Controls, Asset Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
West Virginia University 2002 — 2005
Bachelors (Summa Cum Laude), Accounting & Information Systems
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management October 2014 - January 2015
J.P. Morgan August 2013 - September 2014
Cornell University - S.C. Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan 2012 - 2012
Deloitte January 2006 - June 2011
Deloitte June 2005 - August 2005
Skills
Tax, Due Diligence, Mergers, Auditing, Corporate Tax, Tax Advisory, Financial Modeling, Financial Analysis, Corporate Finance, Management Consulting, Management, Valuation, Mergers & Acquisitions, Finance, Private Equity, Business Valuation, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Portfolio Management, Internal Controls, Asset Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
West Virginia University 2002 — 2005
Bachelors (Summa Cum Laude), Accounting & Information Systems
Melissa Lombardi Melissa Lombardi's J.P. Morgan Asset Management Experience March 2011 - May 2013
Job
Industry Financial Services
Experience
Lazard Asset Management June 2014 - Present
Sureview Capital May 2013 - May 2014
J.P. Morgan Asset Management March 2011 - May 2013
Deutsche Bank September 2009 - March 2011
Allianz Global Investors January 2008 - August 2009
Education
Columbia University in the City of New York 2005 — 2009
B.A.
The Ursuline School 1998 — 2005
Lazard Asset Management June 2014 - Present
Sureview Capital May 2013 - May 2014
J.P. Morgan Asset Management March 2011 - May 2013
Deutsche Bank September 2009 - March 2011
Allianz Global Investors January 2008 - August 2009
Education
Columbia University in the City of New York 2005 — 2009
B.A.
The Ursuline School 1998 — 2005
Anthony Jennings Anthony Jennings's J.P. Morgan Asset Management Experience July 2012 - Present
Job Client Service Associate J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Hello Americans December 2012 - Present
JPMorgan Chase November 2009 - July 2012
Triple Threat Athletics May 2010 - 2011
Emmis Communications April 2009 - October 2009
Sports Authority August 2008 - October 2009
Skills
Marketing, Social Media, Social Media Marketing, Event Planning, Social Networking, Event Management, Customer Service, Sales, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Communication
Education
Columbia College Chicago 2007 — 2009
B.A. AEMM, Arts, Entertainment and Media Management – Entertainment marketing/management
Carroll University 2005 — 2007
Business Management
J.P. Morgan Asset Management July 2012 - Present
Hello Americans December 2012 - Present
JPMorgan Chase November 2009 - July 2012
Triple Threat Athletics May 2010 - 2011
Emmis Communications April 2009 - October 2009
Sports Authority August 2008 - October 2009
Skills
Marketing, Social Media, Social Media Marketing, Event Planning, Social Networking, Event Management, Customer Service, Sales, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Communication
Education
Columbia College Chicago 2007 — 2009
B.A. AEMM, Arts, Entertainment and Media Management – Entertainment marketing/management
Carroll University 2005 — 2007
Business Management
John Huttlin John Huttlin's J.P. Morgan Asset Management Experience November 2014 - Present
Job Global Head of Content Strategy at J.P. Morgan Investment Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
Christine Phillpotts, CFA's J.P. Morgan Asset Management Experience June 2006 - June 2007
Job Vice President at AllianceBernstein | Frontier Markets Investor | Africa Specialist
Industry Investment Management
Experience
AllianceBernstein February 2013 - Present
Grassroots Business Fund August 2009 - December 2012
Morgan Stanley June 2008 - August 2008
J.P. Morgan Asset Management June 2006 - June 2007
J.P. Morgan Asset Management November 2004 - June 2006
J.P. Morgan Asset Management July 2003 - November 2004
Skills
Financial Modeling, Private Equity, Valuation, Emerging Markets, Due Diligence, Finance, Investments, Strategy, Strategic Planning, Venture Capital, Equity Research, Equities, Frontier Markets, Portfolio Management, Entrepreneurship, Investment Banking, Financial Structuring, Fixed Income, Hedge Funds, Structured Finance
Education
Harvard Business School 2007 — 2009
MBA, First-Year Honors
Columbia University in the City of New York 1999 — 2003
BA, Economics
AllianceBernstein February 2013 - Present
Grassroots Business Fund August 2009 - December 2012
Morgan Stanley June 2008 - August 2008
J.P. Morgan Asset Management June 2006 - June 2007
J.P. Morgan Asset Management November 2004 - June 2006
J.P. Morgan Asset Management July 2003 - November 2004
Skills
Financial Modeling, Private Equity, Valuation, Emerging Markets, Due Diligence, Finance, Investments, Strategy, Strategic Planning, Venture Capital, Equity Research, Equities, Frontier Markets, Portfolio Management, Entrepreneurship, Investment Banking, Financial Structuring, Fixed Income, Hedge Funds, Structured Finance
Education
Harvard Business School 2007 — 2009
MBA, First-Year Honors
Columbia University in the City of New York 1999 — 2003
BA, Economics
Lisa (Kravitz) Mamaysky Lisa (Kravitz) Mamaysky's J.P. Morgan Asset Management Experience February 2014 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management May 2011 - Present
Education
Columbia University in the City of New York
Fashion Institute of Technology
Jewish Theological Seminary of America
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management May 2011 - Present
Education
Columbia University in the City of New York
Fashion Institute of Technology
Jewish Theological Seminary of America
Victoria May, CFA Victoria May, CFA's J.P. Morgan Asset Management Experience December 2009 - May 2013
Job Head of Institutional, North America at Insight Investment
Industry Financial Services
Experience
Insight Investment November 2014 - Present
J.P. Morgan June 2013 - October 2014
J.P. Morgan Asset Management December 2009 - May 2013
J.P. Morgan Asset Management July 1999 - December 2009
PIMCO April 1996 - July 1999
Kwasha Lipton/Becker & Rooney April 1992 - April 1996
Prudential Financial August 1988 - January 1990
Education
Columbia Business School 1991 — 1992
MBA, Finance & Int'l Business
Cornell University - College of Arts & Sciences 1984 — 1988
BA, Psychology
Insight Investment November 2014 - Present
J.P. Morgan June 2013 - October 2014
J.P. Morgan Asset Management December 2009 - May 2013
J.P. Morgan Asset Management July 1999 - December 2009
PIMCO April 1996 - July 1999
Kwasha Lipton/Becker & Rooney April 1992 - April 1996
Prudential Financial August 1988 - January 1990
Education
Columbia Business School 1991 — 1992
MBA, Finance & Int'l Business
Cornell University - College of Arts & Sciences 1984 — 1988
BA, Psychology
Yegang Wu's J.P. Morgan Asset Management Experience March 2015 - Present
Job Quantitative Research Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan May 2014 - August 2014
Mommsen Global LLC December 2013 - May 2014
MD Global Partners, LLC October 2013 - November 2013
Transamerica January 2013 - July 2013
The University of Iowa January 2012 - January 2013
Industrial and Commercial Bank of China May 2012 - August 2012
New China Life Insurance June 2010 - August 2010
Skills
Quantitative Finance, C++, VBA, Matlab, C, Python, SQL, R, Actuarial Science, Bloomberg, Data Mining, Time Series Analysis, Access, Numerical Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Financial Mathematics
University of Iowa 2010 — 2013
Bachelor's Degree, B.S. in Actuarial Science / B.S. in Mathematics
Zhejiang University 2009 — 2010
International/Global Studies
Hangzhou Foreign Language School 2003 — 2009
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan May 2014 - August 2014
Mommsen Global LLC December 2013 - May 2014
MD Global Partners, LLC October 2013 - November 2013
Transamerica January 2013 - July 2013
The University of Iowa January 2012 - January 2013
Industrial and Commercial Bank of China May 2012 - August 2012
New China Life Insurance June 2010 - August 2010
Skills
Quantitative Finance, C++, VBA, Matlab, C, Python, SQL, R, Actuarial Science, Bloomberg, Data Mining, Time Series Analysis, Access, Numerical Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Financial Mathematics
University of Iowa 2010 — 2013
Bachelor's Degree, B.S. in Actuarial Science / B.S. in Mathematics
Zhejiang University 2009 — 2010
International/Global Studies
Hangzhou Foreign Language School 2003 — 2009
Mike Mastroianni Mike Mastroianni's J.P. Morgan Asset Management Experience February 2015 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management August 2011 - Present
Citi June 1999 - August 2011
Education
Capital University 1995 — 1999
The Ohio State University
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management August 2011 - Present
Citi June 1999 - August 2011
Education
Capital University 1995 — 1999
The Ohio State University
Christopher LaBerge Christopher LaBerge's J.P. Morgan Asset Management Experience November 2011 - August 2013
Job Analyst at Howard Hughes Corporation
Industry Real Estate
Experience
Howard Hughes Corporation September 2013 - Present
J.P. Morgan Asset Management November 2011 - August 2013
Citi Investment Research and Analysis September 2010 - November 2011
Paramount Realty June 2010 - August 2010
Cornell University Campus Planning Department March 2010 - May 2010
C&S Engineers, Inc. June 2008 - August 2009
Skills
Investment Properties, Microsoft Excel, Financial Modeling, Analysis, Asset Management, Valuation, Finance, Strategic Planning, Investments, Real Estate, Due Diligence, Private Equity, Real Estate Economics, Real Estate Financing, Financial Analysis, LEED Green Associate, Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Urban and Regional Studies, minor in Real Estate
Christian Brothers Academy
Christian Brothers Academy
Christian Brothers Academy
Howard Hughes Corporation September 2013 - Present
J.P. Morgan Asset Management November 2011 - August 2013
Citi Investment Research and Analysis September 2010 - November 2011
Paramount Realty June 2010 - August 2010
Cornell University Campus Planning Department March 2010 - May 2010
C&S Engineers, Inc. June 2008 - August 2009
Skills
Investment Properties, Microsoft Excel, Financial Modeling, Analysis, Asset Management, Valuation, Finance, Strategic Planning, Investments, Real Estate, Due Diligence, Private Equity, Real Estate Economics, Real Estate Financing, Financial Analysis, LEED Green Associate, Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Urban and Regional Studies, minor in Real Estate
Christian Brothers Academy
Christian Brothers Academy
Christian Brothers Academy
Shane Fairchild, CPA, MBA's J.P. Morgan Asset Management Experience May 2013 - January 2015
Job Corporate Recruiter at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
J.P. Morgan Asset Management May 2013 - January 2015
J.P. Morgan Asset Management October 2008 - May 2013
Deloitte & Touche January 2007 - October 2008
Ernst & Young June 2004 - December 2006
Clark, Schaefer, Hackett & Co. 2003 - 2004
JPMorgan Chase & Co. 2002 - 2003
Skills
Accounting, Auditing, Internal Audit, Financial Reporting, Tax, Regulatory Reporting, SEC filings, CPA, Assurance, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Regulatory Filings, Technical Accounting..., Financial Statements, Financial Statement..., Financial Statement..., Account Reconciliation, Variance Analysis, Data Analysis, Metrics Reporting, Board of Directors..., Asset Management, Investment Management, Securities, Bloomberg Terminal, Valuation, Investments, Investment Strategies, Mutual Funds, Planning Budgeting &..., Risk Assessment, Regulatory Compliance, Procedural Documentation, Presentations, Project Planning, Project Management, Employee Training, Coaching & Mentoring, Team Leadership, Process Improvement, Relationship Management, Customer Service, Interviews, Recruiting, Sourcing, Talent Acquisition, Time Management, Negotiation
Education
Capital University 2001 — 2002
MBA, Business Management
Capital University 1997 — 2001
Bachelor of Arts, Accounting
JPMorgan Chase & Co. February 2015 - Present
J.P. Morgan Asset Management May 2013 - January 2015
J.P. Morgan Asset Management October 2008 - May 2013
Deloitte & Touche January 2007 - October 2008
Ernst & Young June 2004 - December 2006
Clark, Schaefer, Hackett & Co. 2003 - 2004
JPMorgan Chase & Co. 2002 - 2003
Skills
Accounting, Auditing, Internal Audit, Financial Reporting, Tax, Regulatory Reporting, SEC filings, CPA, Assurance, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Regulatory Filings, Technical Accounting..., Financial Statements, Financial Statement..., Financial Statement..., Account Reconciliation, Variance Analysis, Data Analysis, Metrics Reporting, Board of Directors..., Asset Management, Investment Management, Securities, Bloomberg Terminal, Valuation, Investments, Investment Strategies, Mutual Funds, Planning Budgeting &..., Risk Assessment, Regulatory Compliance, Procedural Documentation, Presentations, Project Planning, Project Management, Employee Training, Coaching & Mentoring, Team Leadership, Process Improvement, Relationship Management, Customer Service, Interviews, Recruiting, Sourcing, Talent Acquisition, Time Management, Negotiation
Education
Capital University 2001 — 2002
MBA, Business Management
Capital University 1997 — 2001
Bachelor of Arts, Accounting
Roger Lengyel Roger Lengyel's J.P. Morgan Asset Management Experience June 2008 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management Inc. July 2002 - June 2008
Deutsche Bank Securities, Inc. July 1999 - July 2002
Education
Columbia Business School
MBA
Colgate University 1995 — 1999
BA, English
Collegiate School
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management Inc. July 2002 - June 2008
Deutsche Bank Securities, Inc. July 1999 - July 2002
Education
Columbia Business School
MBA
Colgate University 1995 — 1999
BA, English
Collegiate School
Ralph DeBernardo's J.P. Morgan Asset Management Experience July 2009 - May 2012
Job Investor Relations at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners September 2014 - Present
The Decathlon 2014 - Present
Kohlberg Kravis Roberts & Co. May 2012 - September 2014
J.P. Morgan Asset Management July 2009 - May 2012
J.P. Morgan 2009 - 2010
Columbia University 2005 - 2009
Skills
Private Equity, Alternative Investment..., Investor Relations, Hedge Funds, Fixed Income, Institutional..., Capital Markets, Business Development, Alternative Investments, Prime Brokerage, Emerging Markets, Asset Management, PowerPoint, New Business Development, Series 7, Microsoft Excel, Bloomberg, Institutional Investors, Institutional Clients, Equity Sales, Client Relationship..., Market Analysis, Asset Allocation, Excel, Series 63, Series 3, Sales Presentations, Taft-Hartley, Salesforce.com, Product Marketing, Special Situations..., Direct Sales, Fundraising, Territory Account..., Marketing, Pension Funds, High Net Worth..., Investment Management
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science, History
Vista Equity Partners September 2014 - Present
The Decathlon 2014 - Present
Kohlberg Kravis Roberts & Co. May 2012 - September 2014
J.P. Morgan Asset Management July 2009 - May 2012
J.P. Morgan 2009 - 2010
Columbia University 2005 - 2009
Skills
Private Equity, Alternative Investment..., Investor Relations, Hedge Funds, Fixed Income, Institutional..., Capital Markets, Business Development, Alternative Investments, Prime Brokerage, Emerging Markets, Asset Management, PowerPoint, New Business Development, Series 7, Microsoft Excel, Bloomberg, Institutional Investors, Institutional Clients, Equity Sales, Client Relationship..., Market Analysis, Asset Allocation, Excel, Series 63, Series 3, Sales Presentations, Taft-Hartley, Salesforce.com, Product Marketing, Special Situations..., Direct Sales, Fundraising, Territory Account..., Marketing, Pension Funds, High Net Worth..., Investment Management
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science, History
Priscilla Hancock Priscilla Hancock's J.P. Morgan Asset Management Experience October 2010 - Present
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2010 - Present
SAIL Venture Partners May 2009 - October 2010
Standard & Poor's 2007 - 2008
Moody's Investors Service 1998 - 2006
Lehman Brothers 1985 - 1998
Xerox 1981 - 1983
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate, Strategy and Innovation
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
University of Virginia 1977 — 1981
BA, Art History
J.P. Morgan Asset Management October 2010 - Present
SAIL Venture Partners May 2009 - October 2010
Standard & Poor's 2007 - 2008
Moody's Investors Service 1998 - 2006
Lehman Brothers 1985 - 1998
Xerox 1981 - 1983
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate, Strategy and Innovation
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
University of Virginia 1977 — 1981
BA, Art History
Sharika Cabrera, CIMA® Sharika Cabrera, CIMA®'s J.P. Morgan Asset Management Experience April 2008 - Present
Job Internal Client Advisor, Vice President, JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2008 - Present
JPMorgan Chase March 2005 - April 2008
Skills
Asset Management, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Finance, Equities, Fixed Income, Alternative Investments, Series 7
Education
Columbia University in the City of New York 1999 — 2003
J.P. Morgan Asset Management April 2008 - Present
JPMorgan Chase March 2005 - April 2008
Skills
Asset Management, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Finance, Equities, Fixed Income, Alternative Investments, Series 7
Education
Columbia University in the City of New York 1999 — 2003
Jason Reed Jason Reed's J.P. Morgan Asset Management Experience June 2014 - Present
Job Regulatory Capital Lead at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management June 2014 - Present
Barclays Investment Bank January 2013 - June 2014
Barclays Investment Bank September 2010 - January 2013
Deloitte Consulting March 2005 - September 2010
Archimedes Consulting, LLC November 2003 - March 2005
Sibson Consulting August 2000 - October 2003
Skills
Management Consulting, Change Management, Business Analysis, Business Process..., Strategy, Financial Modeling, Organizational Design, Business Transformation, Analytics, Business Strategy, Program Management, Acquisition Integration, Performance Management, Business Intelligence, CRM, Regulatory Reform, Investment Banking, Sales Compensation..., Channel Strategy..., Cross-functional Team..., Finance, Portfolio Management, Financial Services
Education
Claremont McKenna College 1997 — 2001
Bachelor of Arts (B.A.), Government; minor in Computer Science
J.P. Morgan Asset Management June 2014 - Present
Barclays Investment Bank January 2013 - June 2014
Barclays Investment Bank September 2010 - January 2013
Deloitte Consulting March 2005 - September 2010
Archimedes Consulting, LLC November 2003 - March 2005
Sibson Consulting August 2000 - October 2003
Skills
Management Consulting, Change Management, Business Analysis, Business Process..., Strategy, Financial Modeling, Organizational Design, Business Transformation, Analytics, Business Strategy, Program Management, Acquisition Integration, Performance Management, Business Intelligence, CRM, Regulatory Reform, Investment Banking, Sales Compensation..., Channel Strategy..., Cross-functional Team..., Finance, Portfolio Management, Financial Services
Education
Claremont McKenna College 1997 — 2001
Bachelor of Arts (B.A.), Government; minor in Computer Science
Joseph S. Tanious, CFA Joseph S. Tanious, CFA's J.P. Morgan Asset Management Experience 2012 - 2014
Job Principal, Investment Strategist at Bessemer
Industry Investment Banking
Experience
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Goodwill Batalingaya Goodwill Batalingaya's J.P. Morgan Asset Management Experience December 2014 - December 2014
Job Undergraduate Senior at Dartmouth College
Industry Management Consulting
Experience
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
Tianjiao Wang Tianjiao Wang's J.P. Morgan Asset Management Experience April 2012 - July 2015
Job MBA Candidate at Cornell University Johnson Graduate School of Management
Industry Banking
Experience
J.P. Morgan Asset Management April 2012 - July 2015
University of Rochester Math Department September 2011 - December 2011
J.P. Morgan Asset Management June 2011 - August 2011
University of Rochester January 2011 - May 2011
Ping An Securities Company July 2010 - August 2010
Skills
Quantitative Finance, Alternative Investments, R, Investments, Banking, Portfolio Management, Fixed Income, PowerPoint, Analysis, Derivatives, Equities, Microsoft Excel, Finance, Research, Financial Services, Due Diligence, Bloomberg, Stata, Data Analysis, SAS, SPSS, Bloomberg Terminal, Asset Allocation, Macroeconomics, Financial Modeling, Mandarin, Trading, Statistical Modeling, Valuation, Quantitative Analytics, Securities
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Rochester 2009 — 2012
BA, Economics
University of Oxford 2010 — 2011
BA, Economics
Shenzhen Experimental School 2004 — 2007
high school diploma
J.P. Morgan Asset Management April 2012 - July 2015
University of Rochester Math Department September 2011 - December 2011
J.P. Morgan Asset Management June 2011 - August 2011
University of Rochester January 2011 - May 2011
Ping An Securities Company July 2010 - August 2010
Skills
Quantitative Finance, Alternative Investments, R, Investments, Banking, Portfolio Management, Fixed Income, PowerPoint, Analysis, Derivatives, Equities, Microsoft Excel, Finance, Research, Financial Services, Due Diligence, Bloomberg, Stata, Data Analysis, SAS, SPSS, Bloomberg Terminal, Asset Allocation, Macroeconomics, Financial Modeling, Mandarin, Trading, Statistical Modeling, Valuation, Quantitative Analytics, Securities
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Rochester 2009 — 2012
BA, Economics
University of Oxford 2010 — 2011
BA, Economics
Shenzhen Experimental School 2004 — 2007
high school diploma
Chun-Yu (Tracy) Tsai Chun-Yu (Tracy) Tsai's J.P. Morgan Asset Management Experience June 2010 - August 2010
Job Senior Strategy Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters March 2014 - Present
Thomson Reuters August 2011 - February 2014
J.P. Morgan Asset Management June 2010 - August 2010
Carleton College September 2007 - June 2010
Han-Te English School June 2008 - August 2008
Bell Multicultural High School September 2006 - June 2007
United States House of Representatives September 2005 - June 2006
Education
Carleton College 2007 — 2011
BA, Economics, magna cum laude
Danish Institute for Study Abroad, affiliated w/ University of Copenhagen 2009 — 2009
Off-Campus Study, Finance, Marketing & Business Strategy
University of Cambridge (Carleton Seminar) 2009 — 2009
Off-Campus Study, Economics
The Madeira School 2004 — 2007
High School
Georgetown University 2006 — 2006
Summer College Program, History & Philosophy
Thomson Reuters March 2014 - Present
Thomson Reuters August 2011 - February 2014
J.P. Morgan Asset Management June 2010 - August 2010
Carleton College September 2007 - June 2010
Han-Te English School June 2008 - August 2008
Bell Multicultural High School September 2006 - June 2007
United States House of Representatives September 2005 - June 2006
Education
Carleton College 2007 — 2011
BA, Economics, magna cum laude
Danish Institute for Study Abroad, affiliated w/ University of Copenhagen 2009 — 2009
Off-Campus Study, Finance, Marketing & Business Strategy
University of Cambridge (Carleton Seminar) 2009 — 2009
Off-Campus Study, Economics
The Madeira School 2004 — 2007
High School
Georgetown University 2006 — 2006
Summer College Program, History & Philosophy
Sha Li Sha Li's J.P. Morgan Asset Management Experience February 2015 - February 2015
Job Student at Trinity College | Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
J.P. Morgan Asset Management February 2015 - February 2015
Hilton Capital Management, an affiliate of Rafferty Holdings January 2015 - January 2015
Bank of China June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Trinity College - Hartford September 2013 - December 2013
China International Travel Service Group May 2013 - July 2013
Education
Sciences Po 2014 — 2014
Exchange Program, Paris, France
Trinity College-Hartford 2012 — 2016
Bachelor of Science in Economics
Yale University 2011 — 2011
Deerfield Academy 2010 — 2012
High School Diploma
Morgan Stanley June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
J.P. Morgan Asset Management February 2015 - February 2015
Hilton Capital Management, an affiliate of Rafferty Holdings January 2015 - January 2015
Bank of China June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Trinity College - Hartford September 2013 - December 2013
China International Travel Service Group May 2013 - July 2013
Education
Sciences Po 2014 — 2014
Exchange Program, Paris, France
Trinity College-Hartford 2012 — 2016
Bachelor of Science in Economics
Yale University 2011 — 2011
Deerfield Academy 2010 — 2012
High School Diploma
Thomas Scerbo's J.P. Morgan Asset Management Experience November 1987 - October 1991
Job Managing Director at Allianz Global Investors US
Industry Investment Management
Experience
Allianz Global Investors US 1996 - Present
Lazard Asset Management November 1991 - July 1996
J.P. Morgan Asset Management November 1987 - October 1991
Lord, Abbett & Co. LLC June 1981 - September 1987
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA
Pace University 1973 — 1977
BBA
Allianz Global Investors US 1996 - Present
Lazard Asset Management November 1991 - July 1996
J.P. Morgan Asset Management November 1987 - October 1991
Lord, Abbett & Co. LLC June 1981 - September 1987
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA
Pace University 1973 — 1977
BBA
Heather Wegner's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job MBA Candidate at Columbia Business School ('16)
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Bel Air Investment Advisors June 2011 - June 2014
United Nations Television June 2010 - August 2010
Pomona College January 2009 - May 2009
Skills
Microsoft Excel, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Statistics, Investments, Economics, Corporate Finance, Equities, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance, General
Pomona College 2007 — 2011
Bachelor of Arts, Politics; French
Hopkins School 2004 — 2007
Columbia Business
J.P. Morgan Asset Management June 2015 - August 2015
Bel Air Investment Advisors June 2011 - June 2014
United Nations Television June 2010 - August 2010
Pomona College January 2009 - May 2009
Skills
Microsoft Excel, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Statistics, Investments, Economics, Corporate Finance, Equities, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance, General
Pomona College 2007 — 2011
Bachelor of Arts, Politics; French
Hopkins School 2004 — 2007
Columbia Business
Alexander Fraser Alexander Fraser's J.P. Morgan Asset Management Experience 1998 - 1999
Job Alternative Investments Private Equity / Real Estate
Industry Investment Management
Experience
GI Partners 2005 - Present
Bay Area Discovery Museum September 2012 - Present
J.P. Morgan 2004 - 2005
GI Partners 2002 - 2004
Thomas Weisel Partners 2001 - 2002
J.P. Morgan Asset Management 1998 - 1999
JP Morgan Securities 1995 - 1998
Skills
Private Equity, Real Estate Private..., Finance, General Management, Capital Raises, Strategic Planning, Business Strategy, Strategy Development, Communications Strategy, Executive Development
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, General Management / Finance
Colgate University 1991 — 1995
Bachelor's Degree, Multi/Interdisciplinary Studies
Weston High School 1987 — 1991
high school diploma
GI Partners 2005 - Present
Bay Area Discovery Museum September 2012 - Present
J.P. Morgan 2004 - 2005
GI Partners 2002 - 2004
Thomas Weisel Partners 2001 - 2002
J.P. Morgan Asset Management 1998 - 1999
JP Morgan Securities 1995 - 1998
Skills
Private Equity, Real Estate Private..., Finance, General Management, Capital Raises, Strategic Planning, Business Strategy, Strategy Development, Communications Strategy, Executive Development
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, General Management / Finance
Colgate University 1991 — 1995
Bachelor's Degree, Multi/Interdisciplinary Studies
Weston High School 1987 — 1991
high school diploma
Nora Allen Nora Allen's J.P. Morgan Asset Management Experience April 2013 - July 2015
Job Analyst, Insights
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2013 - July 2015
Kaplow Communications January 2012 - December 2012
Audible, Inc. November 2011 - August 2012
Cornell University June 2010 - August 2010
Born to Explore by Richard Wiese June 2009 - August 2009
Skills
Editing, Marketing, Social Media, Cision, Strategic Communications, Social Media Marketing, Press Releases, Media Relations, Facebook, Public Relations, Copy Editing, Social Networking, Research, Public Speaking, PowerPoint, Copywriting, Microsoft Office, Blogging, Editorial, Microsoft Excel
Education
Cornell University 2007 — 2011
B.A., English
J.P. Morgan Asset Management April 2013 - July 2015
Kaplow Communications January 2012 - December 2012
Audible, Inc. November 2011 - August 2012
Cornell University June 2010 - August 2010
Born to Explore by Richard Wiese June 2009 - August 2009
Skills
Editing, Marketing, Social Media, Cision, Strategic Communications, Social Media Marketing, Press Releases, Media Relations, Facebook, Public Relations, Copy Editing, Social Networking, Research, Public Speaking, PowerPoint, Copywriting, Microsoft Office, Blogging, Editorial, Microsoft Excel
Education
Cornell University 2007 — 2011
B.A., English
Courtney Howe Courtney Howe's J.P. Morgan Asset Management Experience July 2007 - August 2007
Job Manager at KPMG
Industry Management Consulting
Experience
KPMG October 2014 - Present
KPMG October 2010 - September 2014
KPMG August 2008 - September 2010
J.P. Morgan Asset Management July 2007 - August 2007
Sempra Energy June 2005 - August 2005
Skills
Internal Audit, Internal Controls, Trade Compliance, Enterprise Risk..., Anti-bribery, Lean Manufacturing, Sarbanes-Oxley, Financial Analysis, Accounting, Mining, Natural Gas
Education
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Business, Economics
Copenhagen Business School 2007 — 2007
Bachelor's Degree, Study Abroad (Finance)
KPMG October 2014 - Present
KPMG October 2010 - September 2014
KPMG August 2008 - September 2010
J.P. Morgan Asset Management July 2007 - August 2007
Sempra Energy June 2005 - August 2005
Skills
Internal Audit, Internal Controls, Trade Compliance, Enterprise Risk..., Anti-bribery, Lean Manufacturing, Sarbanes-Oxley, Financial Analysis, Accounting, Mining, Natural Gas
Education
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Business, Economics
Copenhagen Business School 2007 — 2007
Bachelor's Degree, Study Abroad (Finance)
Gregory Roth's J.P. Morgan Asset Management Experience 2013 - 2014
Job Global Head of Communications at BMI Research, a Fitch Group Company
Industry Financial Services
Experience
BMI Research, a Fitch Group Company 2014 - Present
J.P. Morgan Asset Management 2013 - 2014
Thomson Reuters 2011 - 2013
The Wall Street Journal 2010 - 2011
The New York Times 2007 - 2009
CNBC 2006 - 2007
McGraw-Hill 2003 - 2005
The Financial Times 2001 - 2003
The Wall Street Journal 1995 - 1998
Skills
Breaking News, Journalism, Storytelling, Business Journalism, Online Journalism, Strategic Communications, Media Relations, Editorial, Press Releases, Copy Editing, Newspapers, Magazines, News Writing, Content Strategy, Broadcast, Feature Articles
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Columbia University - Graduate School of Journalism 1998 — 1999
MS, Journalism
Duke University 1989 — 1992
BA, History & Political Science
BMI Research, a Fitch Group Company 2014 - Present
J.P. Morgan Asset Management 2013 - 2014
Thomson Reuters 2011 - 2013
The Wall Street Journal 2010 - 2011
The New York Times 2007 - 2009
CNBC 2006 - 2007
McGraw-Hill 2003 - 2005
The Financial Times 2001 - 2003
The Wall Street Journal 1995 - 1998
Skills
Breaking News, Journalism, Storytelling, Business Journalism, Online Journalism, Strategic Communications, Media Relations, Editorial, Press Releases, Copy Editing, Newspapers, Magazines, News Writing, Content Strategy, Broadcast, Feature Articles
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Columbia University - Graduate School of Journalism 1998 — 1999
MS, Journalism
Duke University 1989 — 1992
BA, History & Political Science
Brian Abolins Brian Abolins's J.P. Morgan Asset Management Experience July 2014 - January 2015
Job Analyst Digital Project Management at American Express OPEN
Industry Financial Services
Experience
American Express OPEN June 2015 - Present
J.P. Morgan Asset Management July 2014 - January 2015
NBCUniversal, Inc. August 2004 - July 2014
CNBC July 2004 - July 2014
CNBC March 2013 - March 2014
SportsNet New York 2006 - 2009
Bank of America May 2001 - August 2002
Indiana University Bloomington August 2000 - May 2001
Skills
Broadcast, Video, Sound, Broadcast Television, PowerPoint, Television, Video Production, Avid, Banking, HD Video, Financial Services, Camera, Finance, Final Cut Pro, Entertainment, Investments, Microsoft Office, Broadcast Journalism, Video Editing, Branding Experience, Microsoft Excel, Marketing, Research, Sports, JavaScript, HTML, iNews, Pro Tools, Journalism, Copy Editing, Storytelling, Visual Communication, CPMS, Online Advertising, Advertising, Mobile Advertising, Management, Editing, Social Media, Leadership, Digital Media, Strategy, Omniture, Adobe Site Catalyst, Facebook Marketing, YouTube API
Education
Capella University 2009 — 2011
Master of Business Administration (M.B.A.), General Business Administration, 4.0
Indiana University Bloomington 2002 — 2004
Bachelor's Degree, Production & Design / Media Management & Programming
Indiana University Bloomington 1999 — 2002
Associate's Degree, Audio Engineering / Technology
American Express OPEN June 2015 - Present
J.P. Morgan Asset Management July 2014 - January 2015
NBCUniversal, Inc. August 2004 - July 2014
CNBC July 2004 - July 2014
CNBC March 2013 - March 2014
SportsNet New York 2006 - 2009
Bank of America May 2001 - August 2002
Indiana University Bloomington August 2000 - May 2001
Skills
Broadcast, Video, Sound, Broadcast Television, PowerPoint, Television, Video Production, Avid, Banking, HD Video, Financial Services, Camera, Finance, Final Cut Pro, Entertainment, Investments, Microsoft Office, Broadcast Journalism, Video Editing, Branding Experience, Microsoft Excel, Marketing, Research, Sports, JavaScript, HTML, iNews, Pro Tools, Journalism, Copy Editing, Storytelling, Visual Communication, CPMS, Online Advertising, Advertising, Mobile Advertising, Management, Editing, Social Media, Leadership, Digital Media, Strategy, Omniture, Adobe Site Catalyst, Facebook Marketing, YouTube API
Education
Capella University 2009 — 2011
Master of Business Administration (M.B.A.), General Business Administration, 4.0
Indiana University Bloomington 2002 — 2004
Bachelor's Degree, Production & Design / Media Management & Programming
Indiana University Bloomington 1999 — 2002
Associate's Degree, Audio Engineering / Technology
Victoria Lauredo Victoria Lauredo's J.P. Morgan Asset Management Experience July 2013 - June 2015
Job Business Development at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies August 2015 - Present
J.P. Morgan Asset Management July 2013 - June 2015
WIlliam J. Clinton Foundation June 2012 - September 2012
Fundación Nueva Gestión January 2011 - June 2011
Fundación Nueva Gestión November 2010 - January 2011
U.S. Department of Energy February 2010 - June 2010
SOS Racisme - Touche pas a mon pote February 2009 - June 2009
Education
Sciences Po 2011 — 2012
Master of International Affairs (M.I.A.), Dual-Degree with Columbia University, GPA: 3.87
Columbia University - School of International and Public Affairs 2012 — 2013
Master of International Affairs (M.I.A.), Dual-Degree with Sciences Po Paris, GPA: 3.87
Georgetown University 2006 — 2010
Bachelor of Science in Foreign Service, Cum Laude, Culture and Politics
Université Paris-Sorbonne 2008 — 2009
Paris IV, History, Philosophy
The London School of Economics and Political Science (LSE) 2007 — 2007
Macroeconomics
Palantir Technologies August 2015 - Present
J.P. Morgan Asset Management July 2013 - June 2015
WIlliam J. Clinton Foundation June 2012 - September 2012
Fundación Nueva Gestión January 2011 - June 2011
Fundación Nueva Gestión November 2010 - January 2011
U.S. Department of Energy February 2010 - June 2010
SOS Racisme - Touche pas a mon pote February 2009 - June 2009
Education
Sciences Po 2011 — 2012
Master of International Affairs (M.I.A.), Dual-Degree with Columbia University, GPA: 3.87
Columbia University - School of International and Public Affairs 2012 — 2013
Master of International Affairs (M.I.A.), Dual-Degree with Sciences Po Paris, GPA: 3.87
Georgetown University 2006 — 2010
Bachelor of Science in Foreign Service, Cum Laude, Culture and Politics
Université Paris-Sorbonne 2008 — 2009
Paris IV, History, Philosophy
The London School of Economics and Political Science (LSE) 2007 — 2007
Macroeconomics
David Anderson David Anderson's J.P. Morgan Asset Management Experience June 2011 - July 2013
Job Futurist | The White House | JP Morgan | Goldman Sachs | International Executive
Industry Investment Management
Experience
KEEP Global (Kelikaien International) June 2015 - Present
World Economic Forum 2014 - Present
Student Loan 411 LLC www.schoolloan411.com July 2013 - June 2015
J.P. Morgan Asset Management June 2011 - July 2013
The White House December 2011 - June 2012
Goldman Sachs 2010 - 2010
Law Office of Ernest B. Fenton April 2007 - December 2009
United States Army Reserve 2004 - 2005
Northern Trust Asset Management May 2002 - August 2003
Skills
Financial Analysis, Leadership, Valuation, Mergers & Acquisitions, Public Speaking, Management, Analysis, Portfolio Management, Corporate Finance, Private Equity, Financial Modeling, Program Management, Investor Relations, Investments, Project Management, Team Building, Business Development, Strategy, Credit, Managerial Finance, Data Analysis, Asset Allocation, Hedge Funds, Global Strategy, Global Management, Global Business..., Key Performance..., Government Relations, U.S.-China relations, African Markets, Asia Business..., Eastern Europe, Strategic Partnerships, Startup Development, Inspiring Teams, Operational Planning, International Sales, Start-up Environment
Education
Harvard University 2009 — 2009
Fall 2009
Chicago State University
Bachelors, Finance & Economics with Honors
Goldman Sachs University
Business, Professional Development
KEEP Global (Kelikaien International) June 2015 - Present
World Economic Forum 2014 - Present
Student Loan 411 LLC www.schoolloan411.com July 2013 - June 2015
J.P. Morgan Asset Management June 2011 - July 2013
The White House December 2011 - June 2012
Goldman Sachs 2010 - 2010
Law Office of Ernest B. Fenton April 2007 - December 2009
United States Army Reserve 2004 - 2005
Northern Trust Asset Management May 2002 - August 2003
Skills
Financial Analysis, Leadership, Valuation, Mergers & Acquisitions, Public Speaking, Management, Analysis, Portfolio Management, Corporate Finance, Private Equity, Financial Modeling, Program Management, Investor Relations, Investments, Project Management, Team Building, Business Development, Strategy, Credit, Managerial Finance, Data Analysis, Asset Allocation, Hedge Funds, Global Strategy, Global Management, Global Business..., Key Performance..., Government Relations, U.S.-China relations, African Markets, Asia Business..., Eastern Europe, Strategic Partnerships, Startup Development, Inspiring Teams, Operational Planning, International Sales, Start-up Environment
Education
Harvard University 2009 — 2009
Fall 2009
Chicago State University
Bachelors, Finance & Economics with Honors
Goldman Sachs University
Business, Professional Development
Philip Napolitano's J.P. Morgan Asset Management Experience 2004 - 2005
Job
Industry Banking
Experience
Lamphere Capital Management July 2014 - Present
Columbia University in the City of New York 2011 - 2014
IBM Business Consulting - Management Consulting Services 2006 - 2007
J.P. Morgan Asset Management 2004 - 2005
Skills
Financial Modeling, Banking, Capital Markets, Business Analysis, Management Consulting, Statistics
Education
Columbia University in the City of New York 1995 — 2000
Bachelor's Degree, International Relations
Manhasset High School 1990 — 1995
Lamphere Capital Management July 2014 - Present
Columbia University in the City of New York 2011 - 2014
IBM Business Consulting - Management Consulting Services 2006 - 2007
J.P. Morgan Asset Management 2004 - 2005
Skills
Financial Modeling, Banking, Capital Markets, Business Analysis, Management Consulting, Statistics
Education
Columbia University in the City of New York 1995 — 2000
Bachelor's Degree, International Relations
Manhasset High School 1990 — 1995
Lisa LeBlanc Lisa LeBlanc's J.P. Morgan Asset Management Experience Office AssistantCollege of the Holy CrossJanuary 2012 - May 2014
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management Office AssistantCollege of the Holy CrossJanuary 2012 - May 2014
College of the Holy Cross January 2012 - May 2014
GE Healthcare January 2012 - August 2012
College of the Holy Cross January 2011 - January 2012
Scooter’s Pretzels Inc January 2007 - January 2012
Chunky’s Cinema Pub January 2008 - January 2010
Skills
Higher Education, Public Speaking, PowerPoint, Community Outreach, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Event Planning, Social Media, Spanish, Strategic Planning
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts, Mathematics and Economics
J.P. Morgan Asset Management Office AssistantCollege of the Holy CrossJanuary 2012 - May 2014
College of the Holy Cross January 2012 - May 2014
GE Healthcare January 2012 - August 2012
College of the Holy Cross January 2011 - January 2012
Scooter’s Pretzels Inc January 2007 - January 2012
Chunky’s Cinema Pub January 2008 - January 2010
Skills
Higher Education, Public Speaking, PowerPoint, Community Outreach, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Event Planning, Social Media, Spanish, Strategic Planning
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts, Mathematics and Economics
Ned Kenney Ned Kenney's J.P. Morgan Asset Management Experience June 2009 - August 2009
Job CoFounder & CEO at Laughable
Industry Entertainment
Experience
Laughable April 2015 - Present
WebMD July 2011 - January 2015
J.P. Morgan June 2010 - April 2011
J.P. Morgan Asset Management June 2009 - August 2009
Bridgewater Associates January 2009 - March 2009
Education
Dartmouth College 2006 — 2010
B.A., Government
Bronxville High School 2002 — 2006
Laughable April 2015 - Present
WebMD July 2011 - January 2015
J.P. Morgan June 2010 - April 2011
J.P. Morgan Asset Management June 2009 - August 2009
Bridgewater Associates January 2009 - March 2009
Education
Dartmouth College 2006 — 2010
B.A., Government
Bronxville High School 2002 — 2006
Sitara Sundar's J.P. Morgan Asset Management Experience July 2015 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Social Entrepreneurship Corps July 2013 - August 2013
NACS June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Event Planning, Customer Service, Public Speaking, Non-profits, Politics, Event Management, Nonprofits, Government, Spanish, Analysis, Teamwork, Management, Fundraising
Education
The College of William and Mary 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Corvinus University of Budapest 2013 — 2013
Finance, General
Thomas Jefferson High School of Science and Technology 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Social Entrepreneurship Corps July 2013 - August 2013
NACS June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Event Planning, Customer Service, Public Speaking, Non-profits, Politics, Event Management, Nonprofits, Government, Spanish, Analysis, Teamwork, Management, Fundraising
Education
The College of William and Mary 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Corvinus University of Budapest 2013 — 2013
Finance, General
Thomas Jefferson High School of Science and Technology 2007 — 2011
Andrew Vo's J.P. Morgan Asset Management Experience March 2013 - February 2015
Job Portfolio Manager at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group March 2015 - Present
J.P. Morgan Asset Management March 2013 - February 2015
Mitsui & Co. Commodity Risk Management 2012 - 2013
Ropes & Gray LLP June 2010 - 2011
Education
Cornell University 2009 — 2010
Master’s Degree
University of California, Berkeley 2005 — 2009
Bachelor’s Degree
Partners Group March 2015 - Present
J.P. Morgan Asset Management March 2013 - February 2015
Mitsui & Co. Commodity Risk Management 2012 - 2013
Ropes & Gray LLP June 2010 - 2011
Education
Cornell University 2009 — 2010
Master’s Degree
University of California, Berkeley 2005 — 2009
Bachelor’s Degree
Wendy Barta's J.P. Morgan Asset Management Experience October 2010 - Present
Job Vice President, Relationship Manager
Industry Investment Management
Experience
J.P. Morgan Asset Management October 2010 - Present
J.P. Morgan Asset Management February 2006 - October 2010
J.P. Morgan Asset Management September 2000 - February 2006
Huntington Investment Company December 1998 - April 2000
Skills
Investments, Mutual Funds, Sales Operations, Business Planning, Management, Sales, Strategic Planning, Insurance, Budgets, Series 7, Asset Management, Series 63, Securities, Wealth Management
Education
Capital University 1998 — 2000
Master, Business Administration
Ohio University 1989 — 1994
Bachelor's degree, Business Administration (Marketing)
J.P. Morgan Asset Management October 2010 - Present
J.P. Morgan Asset Management February 2006 - October 2010
J.P. Morgan Asset Management September 2000 - February 2006
Huntington Investment Company December 1998 - April 2000
Skills
Investments, Mutual Funds, Sales Operations, Business Planning, Management, Sales, Strategic Planning, Insurance, Budgets, Series 7, Asset Management, Series 63, Securities, Wealth Management
Education
Capital University 1998 — 2000
Master, Business Administration
Ohio University 1989 — 1994
Bachelor's degree, Business Administration (Marketing)
Renee Shabazz Renee Shabazz's J.P. Morgan Asset Management Experience November 2012 - March 2013
Job Bachelors of Science in Psychology
Industry Government Administration
Experience
Buckley Air Force Base April 2013 - Present
J.P. Morgan Asset Management November 2012 - March 2013
ALPS Fund Services Inc- August 2011 - November 2012
ALPS Fund Services Inc November 2010 - August 2011
Invesco Aim April 2007 - August 2009
Invesco Aim April 2007 - August 2009
Fitzsimons Community Federal Credit Union November 2002 - April 2006
Buckley Air Force Base Child Development Center October 2001 - November 2002
Skills
Investments, Mutual Funds, Finance, Series 6, Series 63, 401k, Customer Service, Financial Services, Outlook, Microsoft Excel, Leadership
Education
University of Phoenix 2010 — 2014
Bachelors, Science in Psychology, 3.6
Pickens Technical College 2000 — 2002
CCNA, Cisco Computer Networking
Community College of Aurora 2000 — 2001
General Studies, Psychology and Applied Thinking & Strategy
Buckley Air Force Base April 2013 - Present
J.P. Morgan Asset Management November 2012 - March 2013
ALPS Fund Services Inc- August 2011 - November 2012
ALPS Fund Services Inc November 2010 - August 2011
Invesco Aim April 2007 - August 2009
Invesco Aim April 2007 - August 2009
Fitzsimons Community Federal Credit Union November 2002 - April 2006
Buckley Air Force Base Child Development Center October 2001 - November 2002
Skills
Investments, Mutual Funds, Finance, Series 6, Series 63, 401k, Customer Service, Financial Services, Outlook, Microsoft Excel, Leadership
Education
University of Phoenix 2010 — 2014
Bachelors, Science in Psychology, 3.6
Pickens Technical College 2000 — 2002
CCNA, Cisco Computer Networking
Community College of Aurora 2000 — 2001
General Studies, Psychology and Applied Thinking & Strategy
Ron Medina's J.P. Morgan Asset Management Experience May 2014 - Present
Job Asset Management Analyst at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan Asset Management May 2014 - Present
Krass & Co. February 2014 - May 2014
Reybold Group July 2013 - August 2013
Dietrick Group, LLC February 2013 - May 2013
New Milford Town Engineers July 2009 - May 2013
Skills
Microsoft Excel, Financial Modeling, Valuation, Comparable Analysis, Portfolio Management, DCF Valuation, Argus Modeling, Real Estate, Finance, Asset Management, Market Analysis, Equity Research, HVS, Marketing, Microsoft Office, Adobe Creative Suite, AutoCAD, InDesign, Architectural Design, SketchUp
Education
Lehigh University 2010 — 2014
BA in Architecture, Minor in Real Estate
Choate Rosemary Hall 2007 — 2010
J.P. Morgan Asset Management May 2014 - Present
Krass & Co. February 2014 - May 2014
Reybold Group July 2013 - August 2013
Dietrick Group, LLC February 2013 - May 2013
New Milford Town Engineers July 2009 - May 2013
Skills
Microsoft Excel, Financial Modeling, Valuation, Comparable Analysis, Portfolio Management, DCF Valuation, Argus Modeling, Real Estate, Finance, Asset Management, Market Analysis, Equity Research, HVS, Marketing, Microsoft Office, Adobe Creative Suite, AutoCAD, InDesign, Architectural Design, SketchUp
Education
Lehigh University 2010 — 2014
BA in Architecture, Minor in Real Estate
Choate Rosemary Hall 2007 — 2010
Eric Bernbaum, CFA's J.P. Morgan Asset Management Experience July 2008 - Present
Job Portfolio Manager / Vice President at J.P. Morgan Asset Management MultiAsset Solutions
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2008 - Present
Goldman Sachs Asset Management June 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Economics, Analytics, Competitive Analysis, Market Research, Analysis, Fund Of Funds, Portfolio Management, Manager Research, Manager Due Diligence, Asset Allocation, Microsoft Excel, Bloomberg, Asset Management, Tactical Asset..., Research, PowerPoint, Microsoft Word
Education
Cornell University 2004 — 2008
Bachelor's Degree, Applied Economics and Management (Business and Finance), Summa Cum Laude
J.P. Morgan Asset Management July 2008 - Present
Goldman Sachs Asset Management June 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Economics, Analytics, Competitive Analysis, Market Research, Analysis, Fund Of Funds, Portfolio Management, Manager Research, Manager Due Diligence, Asset Allocation, Microsoft Excel, Bloomberg, Asset Management, Tactical Asset..., Research, PowerPoint, Microsoft Word
Education
Cornell University 2004 — 2008
Bachelor's Degree, Applied Economics and Management (Business and Finance), Summa Cum Laude
Lindsey Conner Lindsey Conner's J.P. Morgan Asset Management Experience October 2009 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
Citi May 2007 - October 2009
Skills
Team Management, Risk Management, Financial Analysis, Project Management, Investments, Customer Service, Banking, Portfolio Management, Finance, Equities, Fraud Detection, Online Fraud, Series 7
Education
DePaul University 2003 — 2007
Bachelor's Degree, Finance, General
Geneva High School 2001 — 2003
High School
Santa Catalina School 1999 — 2001
High School
J.P. Morgan Asset Management October 2009 - Present
Citi May 2007 - October 2009
Skills
Team Management, Risk Management, Financial Analysis, Project Management, Investments, Customer Service, Banking, Portfolio Management, Finance, Equities, Fraud Detection, Online Fraud, Series 7
Education
DePaul University 2003 — 2007
Bachelor's Degree, Finance, General
Geneva High School 2001 — 2003
High School
Santa Catalina School 1999 — 2001
High School
Caitlin Krupka Caitlin Krupka's J.P. Morgan Asset Management Experience May 2011 - May 2013
Job at
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan Asset Management May 2011 - May 2013
JP Morgan June 2008 - May 2011
Denison University March 2006 - December 2006
Skills
Analysis, Asset Management, Banking, Credit, Fixed Income, Management, Marketing, Mutual Funds, Portfolio Management
Education
Denison University 2003 — 2007
J.P. Morgan June 2013 - Present
J.P. Morgan Asset Management May 2011 - May 2013
JP Morgan June 2008 - May 2011
Denison University March 2006 - December 2006
Skills
Analysis, Asset Management, Banking, Credit, Fixed Income, Management, Marketing, Mutual Funds, Portfolio Management
Education
Denison University 2003 — 2007
Alex Daggett's J.P. Morgan Asset Management Experience July 2004 - December 2005
Job Director
Industry International Affairs
Experience
Wigitz, Inc January 2011 - Present
J.P. Morgan Asset Management July 2004 - December 2005
Security Capital Research & Management Inc March 1998 - July 2004
THe Manager's Funds October 1989 - November 1996
Skills
Teaching, Strategic Planning, Fundraising, Customer Service, Nonprofits, Research, Leadership, Event Planning, Budgets, Marketing Strategy, Community Outreach
Education
University of New Haven 1983 — 1985
Master of Business Administration (M.B.A.), Finance: Modern Portfolio Management
Clark University 1964 — 1968
Bachelor's Degree, Psychology
Wigitz, Inc January 2011 - Present
J.P. Morgan Asset Management July 2004 - December 2005
Security Capital Research & Management Inc March 1998 - July 2004
THe Manager's Funds October 1989 - November 1996
Skills
Teaching, Strategic Planning, Fundraising, Customer Service, Nonprofits, Research, Leadership, Event Planning, Budgets, Marketing Strategy, Community Outreach
Education
University of New Haven 1983 — 1985
Master of Business Administration (M.B.A.), Finance: Modern Portfolio Management
Clark University 1964 — 1968
Bachelor's Degree, Psychology
Jason Zins's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Associate at SkyBridge Capital
Industry Financial Services
Experience
SkyBridge Capital October 2014 - Present
Bloomberg LP 2012 - October 2014
J.P. Morgan Asset Management June 2011 - August 2011
Balestra Capital, Ltd. January 2011 - March 2011
CB Richard Ellis June 2009 - August 2009
Education
Dartmouth College 2008 — 2012
B.A, Government
SkyBridge Capital October 2014 - Present
Bloomberg LP 2012 - October 2014
J.P. Morgan Asset Management June 2011 - August 2011
Balestra Capital, Ltd. January 2011 - March 2011
CB Richard Ellis June 2009 - August 2009
Education
Dartmouth College 2008 — 2012
B.A, Government
Eli Han Eli Han's J.P. Morgan Asset Management Experience August 2015 - Present
Job Legal Department at J.P. Morgan Asset Management
Industry Law Practice
Experience
J.P. Morgan Asset Management August 2015 - Present
Davis Polk & Wardwell LLP March 2011 - Present
Deutsche Bank June 2013 - December 2013
Schulte Roth & Zabel LLP September 2007 - March 2011
Skills
Capital Markets, Equity Derivatives, Credit Derivatives, Proprietary Financial..., Structured Products, Broker-Dealer, Hedge Funds, Structured Finance, Securitization
Education
Cornell Law School 2004 — 2007
Doctor of Law (JD)
The University of Connecticut 1997 — 2004
MA, Ph.D., Political Science, Political Theory, and Moral, Political and Analytical Philosophy
China Foreign Affairs University 1991 — 1995
Bachelor of Arts (B.A.)
J.P. Morgan Asset Management August 2015 - Present
Davis Polk & Wardwell LLP March 2011 - Present
Deutsche Bank June 2013 - December 2013
Schulte Roth & Zabel LLP September 2007 - March 2011
Skills
Capital Markets, Equity Derivatives, Credit Derivatives, Proprietary Financial..., Structured Products, Broker-Dealer, Hedge Funds, Structured Finance, Securitization
Education
Cornell Law School 2004 — 2007
Doctor of Law (JD)
The University of Connecticut 1997 — 2004
MA, Ph.D., Political Science, Political Theory, and Moral, Political and Analytical Philosophy
China Foreign Affairs University 1991 — 1995
Bachelor of Arts (B.A.)
Lauren Meagley Lauren Meagley's J.P. Morgan Asset Management Experience July 2014 - Present
Job Business Management Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - June 2014
Jagran Jan Vikas Samiti (JJVS) October 2011 - June 2012
Jagran Jan Vikas Samiti (JJVS) October 2011 - June 2012
Denison University May 2011 - August 2011
Ryan, Swanson & Cleveland, PLLC June 2010 - August 2010
Boys & Girls Clubs of King County June 2010 - August 2010
Karate West, Inc. August 2008 - August 2009
Karate West, Inc. June 2006 - August 2009
Skills
Research, SPSS, Market Research, Data Analysis, Mac, Data Entry, Economics, JMP, iLife, Microsoft Office, Proposal Writing, Marketing, Training, Competitive Analysis, Program Management, Stata, Statistics, Quantitative Analytics, Econometrics
Education
Denison University 2009 — 2013
Bachelor of Arts (B.A.), Economics
MSID International Development in India - Jaipur, Rajasthan 2011 — 2012
Bachelor of Arts (B.A.), Economics, Study Abroad
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - June 2014
Jagran Jan Vikas Samiti (JJVS) October 2011 - June 2012
Jagran Jan Vikas Samiti (JJVS) October 2011 - June 2012
Denison University May 2011 - August 2011
Ryan, Swanson & Cleveland, PLLC June 2010 - August 2010
Boys & Girls Clubs of King County June 2010 - August 2010
Karate West, Inc. August 2008 - August 2009
Karate West, Inc. June 2006 - August 2009
Skills
Research, SPSS, Market Research, Data Analysis, Mac, Data Entry, Economics, JMP, iLife, Microsoft Office, Proposal Writing, Marketing, Training, Competitive Analysis, Program Management, Stata, Statistics, Quantitative Analytics, Econometrics
Education
Denison University 2009 — 2013
Bachelor of Arts (B.A.), Economics
MSID International Development in India - Jaipur, Rajasthan 2011 — 2012
Bachelor of Arts (B.A.), Economics, Study Abroad
Ken Filmer Ken Filmer's J.P. Morgan Asset Management Experience 2002 - Present
Job Rich Media Producer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2002 - Present
JPMorgan Asset Management 2002 - Present
JP Morgan Chase 2002 - Present
The Mystics 1983 - 2008
Credit Suisse First Boston 1991 - 2001
Aztech Chas P. Young 1986 - 1991
Skills
Illustrator, InDesign, Graphics, Advertising, QuarkXPress, Logo Design, Flash, Mac, Photoshop, Web Design, Video, Cinema 4D, After Effects, Final Cut Pro, Graphic Design, Multimedia, Image Manipulation, Editing, Adobe Creative Suite, Digital Audio
Education
City University of New York-College of Staten Island 1970 — 1972
Curtis High School 1962 — 1965
J.P. Morgan Asset Management 2002 - Present
JPMorgan Asset Management 2002 - Present
JP Morgan Chase 2002 - Present
The Mystics 1983 - 2008
Credit Suisse First Boston 1991 - 2001
Aztech Chas P. Young 1986 - 1991
Skills
Illustrator, InDesign, Graphics, Advertising, QuarkXPress, Logo Design, Flash, Mac, Photoshop, Web Design, Video, Cinema 4D, After Effects, Final Cut Pro, Graphic Design, Multimedia, Image Manipulation, Editing, Adobe Creative Suite, Digital Audio
Education
City University of New York-College of Staten Island 1970 — 1972
Curtis High School 1962 — 1965
Robert Roth's J.P. Morgan Asset Management Experience May 2013 - Present
Job Global Business Change Project Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
Navy Strategic Systems Programs November 2009 - June 2013
United States Naval Academy July 2008 - July 2009
Oldfields School January 2009 - May 2009
Black & Decker August 2008 - December 2008
US Navy September 2007 - July 2008
US Naval Academy June 2005 - August 2007
Fleet Air Reconnaisance Squadron Four May 2004 - June 2005
Fleet Air Reconnaisance Squadron Four May 2002 - June 2005
Fleet Air Reconnaisance Squadron Four May 2003 - April 2004
Skills
Program Management, Military, Leadership, Security Clearance, Operations Management, Process Improvement, Training, Strategy, Project Management, Project Planning, Navy, DoD, Security, Strategic Planning, Operational Planning, Military Operations, National Security, Public Speaking, Cross-functional Team..., Microsoft Office, Defense, Analysis, Team Leadership, Budgets, Adobe Acrobat, Adobe Creative Suite, MS Project, Problem Solving, Graphic Design, MS Office Suite, Pilot, Navy ERP, Budgeting, Volcker, FATCA, Financial Regulation, Regulatory Compliance, Business Change, Investment Management, Asset Management, Regulatory...
Education
The Johns Hopkins University - Carey Business School
MBA, Marketing Management
Cornell University
BA, Philosophy
J.P. Morgan Asset Management May 2013 - Present
Navy Strategic Systems Programs November 2009 - June 2013
United States Naval Academy July 2008 - July 2009
Oldfields School January 2009 - May 2009
Black & Decker August 2008 - December 2008
US Navy September 2007 - July 2008
US Naval Academy June 2005 - August 2007
Fleet Air Reconnaisance Squadron Four May 2004 - June 2005
Fleet Air Reconnaisance Squadron Four May 2002 - June 2005
Fleet Air Reconnaisance Squadron Four May 2003 - April 2004
Skills
Program Management, Military, Leadership, Security Clearance, Operations Management, Process Improvement, Training, Strategy, Project Management, Project Planning, Navy, DoD, Security, Strategic Planning, Operational Planning, Military Operations, National Security, Public Speaking, Cross-functional Team..., Microsoft Office, Defense, Analysis, Team Leadership, Budgets, Adobe Acrobat, Adobe Creative Suite, MS Project, Problem Solving, Graphic Design, MS Office Suite, Pilot, Navy ERP, Budgeting, Volcker, FATCA, Financial Regulation, Regulatory Compliance, Business Change, Investment Management, Asset Management, Regulatory...
Education
The Johns Hopkins University - Carey Business School
MBA, Marketing Management
Cornell University
BA, Philosophy
Jiongjia Fang's J.P. Morgan Asset Management Experience January 2015 - Present
Job Data Scientist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan January 2014 - December 2014
J.P. Morgan June 2012 - August 2012
Skills
R, Equity Derivatives, Fixed Income, Credit Risk, Market Risk, Java, Python, Matlab, Statistical Data..., Mathematica, Chinese, Japanese, エクイティ·デリバティブ/股本衍生工具, 債券/固定收益, 市場リスク/市场风险
Education
Cornell University 2012 — 2013
Master of Engineering (M.Eng.), Master in Financial Engineering
Cornell University 2008 — 2012
Bachelor of Science (BS), Electrical and Computer Engineering
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan January 2014 - December 2014
J.P. Morgan June 2012 - August 2012
Skills
R, Equity Derivatives, Fixed Income, Credit Risk, Market Risk, Java, Python, Matlab, Statistical Data..., Mathematica, Chinese, Japanese, エクイティ·デリバティブ/股本衍生工具, 債券/固定收益, 市場リスク/市场风险
Education
Cornell University 2012 — 2013
Master of Engineering (M.Eng.), Master in Financial Engineering
Cornell University 2008 — 2012
Bachelor of Science (BS), Electrical and Computer Engineering
Clayton Cochran, CFA's J.P. Morgan Asset Management Experience May 2013 - Present
Job Vice President, Global Equities Team at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management September 2010 - May 2013
The Mosaic Financial Group June 2009 - September 2010
The Mosaic Financial Group September 2008 - June 2009
Skills
Asset Allocation, Asset Management, Equities, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Bloomberg, Finance, Investment Strategies, Private Equity, Series 7, Wealth Management
Education
College of Commerce 2004 — 2008
Bachelor, Science Finance
DePaul University 2004 — 2008
Bachelor of Science, Finance, GPA 3.5 / 4.0
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management September 2010 - May 2013
The Mosaic Financial Group June 2009 - September 2010
The Mosaic Financial Group September 2008 - June 2009
Skills
Asset Allocation, Asset Management, Equities, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Bloomberg, Finance, Investment Strategies, Private Equity, Series 7, Wealth Management
Education
College of Commerce 2004 — 2008
Bachelor, Science Finance
DePaul University 2004 — 2008
Bachelor of Science, Finance, GPA 3.5 / 4.0
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
John Angliss's J.P. Morgan Asset Management Experience February 2014 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management July 2012 - January 2014
Goldman Sachs October 2009 - July 2012
AMG Funds September 2007 - October 2009
NCC Media March 2006 - September 2007
Skills
Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income, Private Equity, Financial Advisory, Strategy, Institutional..., Business Development, Separately Managed...
Education
The University of Chicago Booth School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Economics
Peking University 2012 — 2012
Beijing, China, Doing Business in China Program
Colgate University 2001 — 2005
Bachelor's degree, Philosophy
St Andrews University 2003 — 2004
Philosophy coursework
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management July 2012 - January 2014
Goldman Sachs October 2009 - July 2012
AMG Funds September 2007 - October 2009
NCC Media March 2006 - September 2007
Skills
Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income, Private Equity, Financial Advisory, Strategy, Institutional..., Business Development, Separately Managed...
Education
The University of Chicago Booth School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Economics
Peking University 2012 — 2012
Beijing, China, Doing Business in China Program
Colgate University 2001 — 2005
Bachelor's degree, Philosophy
St Andrews University 2003 — 2004
Philosophy coursework
Eric D. Etshman Eric D. Etshman's J.P. Morgan Asset Management Experience August 2014 - Present
Job Private Banking Senior Client Service Associate
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
AlbaDow Benefit Solutions January 2012 - June 2014
Dow Financial Group March 1999 - December 2011
Nicholas Applegate August 1996 - March 1998
John Nuveen & Co. January 1991 - June 1996
Skills
Disability Insurance, Employee Benefits, Insurance, Retirement Planning, Long Term Care Insurance, Equity Indexed Annuities, Executive Benefits, Fixed Annuities, Life Insurance, Investments, Wealth Accumulation..., Retirement Plan..., Strategic Financial..., Writing, Small Business, Securities
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
Cornell University 1985 — 1988
B.S., Industrial & Labor Relations
The Citadel
J.P. Morgan Asset Management August 2014 - Present
AlbaDow Benefit Solutions January 2012 - June 2014
Dow Financial Group March 1999 - December 2011
Nicholas Applegate August 1996 - March 1998
John Nuveen & Co. January 1991 - June 1996
Skills
Disability Insurance, Employee Benefits, Insurance, Retirement Planning, Long Term Care Insurance, Equity Indexed Annuities, Executive Benefits, Fixed Annuities, Life Insurance, Investments, Wealth Accumulation..., Retirement Plan..., Strategic Financial..., Writing, Small Business, Securities
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
Cornell University 1985 — 1988
B.S., Industrial & Labor Relations
The Citadel
Anita Y. Lee Anita Y. Lee's J.P. Morgan Asset Management Experience October 2012 - Present
Job Investment Management Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2012 - Present
ING Investment Management October 2009 - October 2012
AllianceBernstein March 2008 - December 2008
Standard & Poor's August 1999 - March 2008
Education
Cornell University - Johnson Graduate School of Management
MBA, Marketing & Finance
University of California, Berkeley, Haas School of Business
BS, Marketing & Finance
J.P. Morgan Asset Management October 2012 - Present
ING Investment Management October 2009 - October 2012
AllianceBernstein March 2008 - December 2008
Standard & Poor's August 1999 - March 2008
Education
Cornell University - Johnson Graduate School of Management
MBA, Marketing & Finance
University of California, Berkeley, Haas School of Business
BS, Marketing & Finance
Leslie E. Fourton, JD, LLM, CAMS, CMT, CTA Leslie E. Fourton, JD, LLM, CAMS, CMT, CTA's J.P. Morgan Asset Management Experience January 1998 - December 1999
Job Attorney for Weil, Gotshal & Manges LLP; Kirkland & Ellis LLP | Greater New York City Area | Law Practice
Industry Law Practice
Experience
Weil, Gotshal & Manges LLP; Kirkland & Ellis LLP October 2014 - Present
Chartered Market Technicians Association January 2001 - Present
LexisNexis May 2014 - May 2015
Mayer Brown LLP February 2013 - October 2014
Clifford Chance LLP; Fulbright & Jaworski LLP January 2011 - January 2013
Gary Null and Gary Null and Associates January 2009 - December 2010
Patton Boggs LLP January 2006 - December 2008
Clifford Chance January 2000 - December 2005
J.P. Morgan Asset Management January 1998 - December 1999
IRA D. LONDON LAW OFFICES January 1996 - December 1997
Skills
Commercial Litigation, Securities Litigation, Investigation, Banking and Private..., Financial Institution..., Financial Compliance, Insurance, Reinsurance, Intellectual Property, Technology, Real Estate, Construction Law, Corporate Law, Corporate Governance, Litigation, Civil Litigation, Legal Writing, Appeals, Class Actions, Arbitration, Securities, Courts, Dispute Resolution, Alternative Dispute..., Risk Management, Options, Legal Advice, Financial Markets, Product Liability, Trading, Equities, Criminal Law, Contract Negotiation, Electronic Trading, Patent Litigation, Employment Law, White Collar Criminal..., Internet Law, Music Law, Trials, Asset-backed..., Mass Torts, Proprietary Trading, Environmental, Securitization, equity trading, Antitrust, Patent Prosecution, Licensing, Legal Research
Education
Columbia University in the City of New York 2006 — 2009
Coursework, Finance, 3.8 GPA
Finance 2002 — 2007
Chartered Market Technician (CMT), Economics; Financial Markets
Vermont Law School 1990 — 1993
LL.M., Environmental Law, (with distinction)
Vermont Law School 1989 — 1992
J.D., General Practice, (with distinction)
Columbia University in the City of New York 1984 — 1988
Bachelor of Science (BS), Humanities -- Computer Science, cum laude
Weil, Gotshal & Manges LLP; Kirkland & Ellis LLP October 2014 - Present
Chartered Market Technicians Association January 2001 - Present
LexisNexis May 2014 - May 2015
Mayer Brown LLP February 2013 - October 2014
Clifford Chance LLP; Fulbright & Jaworski LLP January 2011 - January 2013
Gary Null and Gary Null and Associates January 2009 - December 2010
Patton Boggs LLP January 2006 - December 2008
Clifford Chance January 2000 - December 2005
J.P. Morgan Asset Management January 1998 - December 1999
IRA D. LONDON LAW OFFICES January 1996 - December 1997
Skills
Commercial Litigation, Securities Litigation, Investigation, Banking and Private..., Financial Institution..., Financial Compliance, Insurance, Reinsurance, Intellectual Property, Technology, Real Estate, Construction Law, Corporate Law, Corporate Governance, Litigation, Civil Litigation, Legal Writing, Appeals, Class Actions, Arbitration, Securities, Courts, Dispute Resolution, Alternative Dispute..., Risk Management, Options, Legal Advice, Financial Markets, Product Liability, Trading, Equities, Criminal Law, Contract Negotiation, Electronic Trading, Patent Litigation, Employment Law, White Collar Criminal..., Internet Law, Music Law, Trials, Asset-backed..., Mass Torts, Proprietary Trading, Environmental, Securitization, equity trading, Antitrust, Patent Prosecution, Licensing, Legal Research
Education
Columbia University in the City of New York 2006 — 2009
Coursework, Finance, 3.8 GPA
Finance 2002 — 2007
Chartered Market Technician (CMT), Economics; Financial Markets
Vermont Law School 1990 — 1993
LL.M., Environmental Law, (with distinction)
Vermont Law School 1989 — 1992
J.D., General Practice, (with distinction)
Columbia University in the City of New York 1984 — 1988
Bachelor of Science (BS), Humanities -- Computer Science, cum laude
Raffaele Zingone, CFA Raffaele Zingone, CFA's J.P. Morgan Asset Management Experience January 2000 - Present
Job Portfolio Manager, Managing Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2000 - Present
JP Morgan Investment Management July 1998 - January 2000
JP Morgan Investment Management July 1995 - June 1998
JP Morgan Investment Management January 1991 - June 1995
Skills
Portfolio Management, Quantitative Research, Fundamental Analysis, Portfolio Optimization, Equities
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts (B.A.), Economics and Mathematics
J.P. Morgan Asset Management January 2000 - Present
JP Morgan Investment Management July 1998 - January 2000
JP Morgan Investment Management July 1995 - June 1998
JP Morgan Investment Management January 1991 - June 1995
Skills
Portfolio Management, Quantitative Research, Fundamental Analysis, Portfolio Optimization, Equities
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts (B.A.), Economics and Mathematics
Jane Ackerman's J.P. Morgan Asset Management Experience May 2012 - April 2015
Job Global Head of Brand and Integrated Marketing
Industry Financial Services
Experience
Broadridge May 2015 - Present
J.P. Morgan Asset Management May 2012 - April 2015
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management October 2009 - June 2011
J.P. Morgan Asset Management July 2007 - September 2009
AllianceBernstein Investments July 2005 - June 2007
American Century Investments April 1996 - July 2005
OppenheimerFunds August 1992 - March 1996
Grey Direct March 1990 - July 1992
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Corporate Communications, Brand Management, Social Media, Advertising, B2B Marketing, Marketing Research, Content Strategy, Public Relations, Sponsorship, Team Building, Integrated Marketing, Marketing Communications, Digital Strategy, Email Marketing, Online Advertising, Social Media Marketing, Financial Services, Leadership, Strategy, Marketing, Management, Brand Development
Education
Colgate University 1984 — 1988
BA, English
Broadridge May 2015 - Present
J.P. Morgan Asset Management May 2012 - April 2015
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management October 2009 - June 2011
J.P. Morgan Asset Management July 2007 - September 2009
AllianceBernstein Investments July 2005 - June 2007
American Century Investments April 1996 - July 2005
OppenheimerFunds August 1992 - March 1996
Grey Direct March 1990 - July 1992
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Corporate Communications, Brand Management, Social Media, Advertising, B2B Marketing, Marketing Research, Content Strategy, Public Relations, Sponsorship, Team Building, Integrated Marketing, Marketing Communications, Digital Strategy, Email Marketing, Online Advertising, Social Media Marketing, Financial Services, Leadership, Strategy, Marketing, Management, Brand Development
Education
Colgate University 1984 — 1988
BA, English
Jane Kim's J.P. Morgan Asset Management Experience April 2011 - September 2015
Job Vice President at Goldman Sachs
Industry Writing and Editing
Experience
Goldman Sachs September 2015 - Present
J.P. Morgan Asset Management April 2011 - September 2015
The Wall Street Journal August 2004 - April 2011
Dow Jones Newswires August 2002 - August 2004
Kraft Foods Group September 2000 - August 2002
Dow Jones News 1994 - 1998
Skills
Media Relations, Blogging, Web Content, Magazines, Corporate Communications, Content Development, Newsletters, Content Management, Public Relations, Creative Writing, Integrated Marketing, Brand Development, Communications Planning, Investigative Reporting, Publications, Digital Media, Proofreading, Copywriting, Content Strategy, Publishing, Marketing, Journalism, New Media
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Marketing, Strategy
Columbia University - Graduate School of Journalism 1993 — 1994
Masters of Science, Journalism
Northwestern University 1988 — 1992
Bachelor of Arts (BA), English
Goldman Sachs September 2015 - Present
J.P. Morgan Asset Management April 2011 - September 2015
The Wall Street Journal August 2004 - April 2011
Dow Jones Newswires August 2002 - August 2004
Kraft Foods Group September 2000 - August 2002
Dow Jones News 1994 - 1998
Skills
Media Relations, Blogging, Web Content, Magazines, Corporate Communications, Content Development, Newsletters, Content Management, Public Relations, Creative Writing, Integrated Marketing, Brand Development, Communications Planning, Investigative Reporting, Publications, Digital Media, Proofreading, Copywriting, Content Strategy, Publishing, Marketing, Journalism, New Media
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Marketing, Strategy
Columbia University - Graduate School of Journalism 1993 — 1994
Masters of Science, Journalism
Northwestern University 1988 — 1992
Bachelor of Arts (BA), English
Christopher R. Ziemba, CIMA's J.P. Morgan Asset Management Experience September 2010 - Present
Job Vice President, External Wholesaler at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2010 - Present
Goldman Sachs June 2002 - September 2010
H&R Block Financial Advisors 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Securities, Portfolio Management, Hedge Funds, Financial Services, Investment Strategies, Derivatives, Investment Management, Financial Markets, Asset Managment, Insurance, ETFs, Finance, Financial Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance & Economics
Western Illinois University 1996 — 2000
BA, Communication
J.P. Morgan Asset Management September 2010 - Present
Goldman Sachs June 2002 - September 2010
H&R Block Financial Advisors 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Securities, Portfolio Management, Hedge Funds, Financial Services, Investment Strategies, Derivatives, Investment Management, Financial Markets, Asset Managment, Insurance, ETFs, Finance, Financial Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance & Economics
Western Illinois University 1996 — 2000
BA, Communication
Andrew Cormier's J.P. Morgan Asset Management Experience April 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Law Practice
Experience
J.P. Morgan Asset Management April 2015 - Present
Pinnacle Connections, LLC January 2015 - Present
Perna and Abracht December 2011 - December 2014
Donald P. Russo & Associates LLC February 2009 - December 2011
Frankly Legal September 2008 - February 2009
Hudson Legal January 2006 - September 2008
Skills
Civil Litigation, Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Courts, Mediation, Employment Law, Appeals, Family Law, Product Liability, Arbitration, Legal Advice, Estate Planning, Labor Law, Real Estate Law
Education
Pennsylvania State University, The Dickinson School of Law 2002 — 2005
J.D.
University of Richmond 1996 — 2000
B.A.
Methacton High School
J.P. Morgan Asset Management April 2015 - Present
Pinnacle Connections, LLC January 2015 - Present
Perna and Abracht December 2011 - December 2014
Donald P. Russo & Associates LLC February 2009 - December 2011
Frankly Legal September 2008 - February 2009
Hudson Legal January 2006 - September 2008
Skills
Civil Litigation, Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Courts, Mediation, Employment Law, Appeals, Family Law, Product Liability, Arbitration, Legal Advice, Estate Planning, Labor Law, Real Estate Law
Education
Pennsylvania State University, The Dickinson School of Law 2002 — 2005
J.D.
University of Richmond 1996 — 2000
B.A.
Methacton High School
Sebastian Kot PMP's J.P. Morgan Asset Management Experience September 2015 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase September 2014 - September 2015
HarperCollins Publishers 2012 - September 2014
Chartis Insurance AIG 2011 - 2012
UBS Wealth Management (WMA IT, Banking Products) 2006 - 2010
ABN AMRO 2003 - 2005
Deutsche Bank 1998 - 2003
Skills
Financial Analysis, Capital Markets, Fixed Income Analysis, Derivatives, Regulatory Compliance, Financial Economics, Financial Risk, Portfolio Management, Financial Accounting, Risk Management, Banking, Financial Services, Leadership, Finance, Equities, Microsoft Excel, SQL, Business Development
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Stevens Institute of Technology 2007 — 2010
MS, Information Management - MIS Program
City University of New York-Brooklyn College 1998 — 2003
BS, Computer Science
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase September 2014 - September 2015
HarperCollins Publishers 2012 - September 2014
Chartis Insurance AIG 2011 - 2012
UBS Wealth Management (WMA IT, Banking Products) 2006 - 2010
ABN AMRO 2003 - 2005
Deutsche Bank 1998 - 2003
Skills
Financial Analysis, Capital Markets, Fixed Income Analysis, Derivatives, Regulatory Compliance, Financial Economics, Financial Risk, Portfolio Management, Financial Accounting, Risk Management, Banking, Financial Services, Leadership, Finance, Equities, Microsoft Excel, SQL, Business Development
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Stevens Institute of Technology 2007 — 2010
MS, Information Management - MIS Program
City University of New York-Brooklyn College 1998 — 2003
BS, Computer Science
Richard Leechow's J.P. Morgan Asset Management Experience February 2008 - September 2011
Job Senior IT Executive Finance
Industry Investment Management
Experience
MetLife September 2011 - Present
J.P. Morgan - Asset Management February 2008 - September 2011
J.P. Morgan - Investment Bank 2004 - September 2008
J.P. Morgan - Investment Bank 2001 - 2002
J.P. Morgan - Investment Bank 1995 - 2001
J.P. Morgan - Investment Bank 1992 - 1995
Skills
IT Organizational Mgmt, Application Development, Infrastructure..., Software Development, Derivatives, Enterprise Architecture, Trading, IT Strategy, Fixed Income Technology, Equities Technology, IT Investment Management, real estate technology
Education
City University of New York-Brooklyn College 1985 — 1990
Bachelor of Science, Computer and Information Science
MetLife September 2011 - Present
J.P. Morgan - Asset Management February 2008 - September 2011
J.P. Morgan - Investment Bank 2004 - September 2008
J.P. Morgan - Investment Bank 2001 - 2002
J.P. Morgan - Investment Bank 1995 - 2001
J.P. Morgan - Investment Bank 1992 - 1995
Skills
IT Organizational Mgmt, Application Development, Infrastructure..., Software Development, Derivatives, Enterprise Architecture, Trading, IT Strategy, Fixed Income Technology, Equities Technology, IT Investment Management, real estate technology
Education
City University of New York-Brooklyn College 1985 — 1990
Bachelor of Science, Computer and Information Science
Sara Shean, CFP®'s J.P. Morgan Asset Management Experience July 1996 - December 1999
Job Investment Strategist
Industry Financial Services
Experience
Empower Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2003 - August 2014
J.P. Morgan Retirement Plan Services January 2000 - June 2003
J.P. Morgan Asset Management July 1996 - December 1999
Skills
Retirement, Investments, Mutual Funds, Asset Allocation, 401k, Financial Services, Series 7, Series 63, Asset Management, Retirement Planning, Wealth Management, Investment Strategies
Education
Cornell University 1992 — 1996
Bachelor of Science, Applied Economics and Business Management
Empower Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2003 - August 2014
J.P. Morgan Retirement Plan Services January 2000 - June 2003
J.P. Morgan Asset Management July 1996 - December 1999
Skills
Retirement, Investments, Mutual Funds, Asset Allocation, 401k, Financial Services, Series 7, Series 63, Asset Management, Retirement Planning, Wealth Management, Investment Strategies
Education
Cornell University 1992 — 1996
Bachelor of Science, Applied Economics and Business Management
Nancy Voye's J.P. Morgan Asset Management Experience 1989 - 2002
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
J.P. Morgan Asset Management 1989 - 2002
Education
Columbia University - Columbia Business School 1975 — 1977
J.P. Morgan Asset Management 1989 - 2002
Education
Columbia University - Columbia Business School 1975 — 1977
Tim Stewart's J.P. Morgan Asset Management Experience July 2012 - September 2013
Job Chief Operating Officer at Consector Capital, LP
Industry Investment Management
Experience
Consector Capital, LP November 2013 - Present
J.P. Morgan Asset Management July 2012 - September 2013
Harmony Capital Management, LLC February 2012 - July 2012
Robeco Investment Management June 2008 - February 2012
Robeco Investment Management January 2003 - June 2008
Sage Capital Management, LLC February 2000 - January 2003
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Private Equity, Investments, Investment Management, Valuation, Due Diligence
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Delbarton School 1988 — 1992
Consector Capital, LP November 2013 - Present
J.P. Morgan Asset Management July 2012 - September 2013
Harmony Capital Management, LLC February 2012 - July 2012
Robeco Investment Management June 2008 - February 2012
Robeco Investment Management January 2003 - June 2008
Sage Capital Management, LLC February 2000 - January 2003
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Private Equity, Investments, Investment Management, Valuation, Due Diligence
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Delbarton School 1988 — 1992
Robert Ippolito's J.P. Morgan Asset Management Experience July 2012 - Present
Job Associate at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2012 - Present
J.P. Morgan Asset Management May 2009 - June 2012
Fifth Street Capital LLC June 2008 - February 2009
Axia Partners July 2006 - August 2006
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Financial Analysis
Education
Cornell University 2004 — 2008
BS, Applied Economics & Management
J.P. Morgan Asset Management July 2012 - Present
J.P. Morgan Asset Management May 2009 - June 2012
Fifth Street Capital LLC June 2008 - February 2009
Axia Partners July 2006 - August 2006
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Financial Analysis
Education
Cornell University 2004 — 2008
BS, Applied Economics & Management
Ileana van der Linde's J.P. Morgan Asset Management Experience December 2012 - Present
Job Executive Director at JPM Private Bank | Asset Mgmt
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2012 - Present
Island Dog Design, Inc. 2008 - Present
Morgan Stanley Private Wealth Management November 2010 - December 2012
Capgemini Consulting September 2006 - May 2011
Citigroup Private Bank 1997 - 2006
Citi 1997 - 2001
Hewlett-Packard 1988 - 1994
Skills
Wealth Management, Wealth, Private Banking, High Net Worth..., Banking, Sustainability, Sustainable Design, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2004 — 2004
Exec Ed
Georgetown University
J.P. Morgan Asset Management December 2012 - Present
Island Dog Design, Inc. 2008 - Present
Morgan Stanley Private Wealth Management November 2010 - December 2012
Capgemini Consulting September 2006 - May 2011
Citigroup Private Bank 1997 - 2006
Citi 1997 - 2001
Hewlett-Packard 1988 - 1994
Skills
Wealth Management, Wealth, Private Banking, High Net Worth..., Banking, Sustainability, Sustainable Design, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2004 — 2004
Exec Ed
Georgetown University
Peter S. Kim's J.P. Morgan Asset Management Experience November 2014 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Investment Banking
Experience
J.P. Morgan Asset Management November 2014 - Present
PwC August 2011 - December 2014
Marine Executive Association September 2009 - August 2014
Morgan Stanley July 2010 - July 2011
Fidelis Ventures Corporation October 2009 - July 2010
Hess Corporation May 2008 - March 2009
United States Marine Corps December 2005 - January 2008
Intermarket Communications September 2007 - December 2007
United States Marine Corps April 2003 - December 2005
United States Marine Corps August 1999 - April 2003
Skills
Program Management, Strategy, Leadership, Management, Strategic Planning, Start-ups, Military, Government, Project Planning, Public Speaking, Business Analysis, Risk Management, Leadership Development, Analysis, Finance, IT Strategy, Security, Management Consulting, Project Management, Business Process..., Outsourcing, Change Management, Budgets, Financial Analysis, Policy, Executive Management, Public Relations, Human Resources, ITIL, Corporate Communications, Process Improvement, Data Analysis, Due Diligence, Business Development, Team Leadership, Mergers & Acquisitions, Business Strategy, Banking, SDLC, Derivatives, Asset Management, Product Development
Education
Columbia University in the City of New York 2006 — 2009
BA, Political Science
Columbia University in the City of New York
MA Candidate, Technology Management
Herricks
J.P. Morgan Asset Management November 2014 - Present
PwC August 2011 - December 2014
Marine Executive Association September 2009 - August 2014
Morgan Stanley July 2010 - July 2011
Fidelis Ventures Corporation October 2009 - July 2010
Hess Corporation May 2008 - March 2009
United States Marine Corps December 2005 - January 2008
Intermarket Communications September 2007 - December 2007
United States Marine Corps April 2003 - December 2005
United States Marine Corps August 1999 - April 2003
Skills
Program Management, Strategy, Leadership, Management, Strategic Planning, Start-ups, Military, Government, Project Planning, Public Speaking, Business Analysis, Risk Management, Leadership Development, Analysis, Finance, IT Strategy, Security, Management Consulting, Project Management, Business Process..., Outsourcing, Change Management, Budgets, Financial Analysis, Policy, Executive Management, Public Relations, Human Resources, ITIL, Corporate Communications, Process Improvement, Data Analysis, Due Diligence, Business Development, Team Leadership, Mergers & Acquisitions, Business Strategy, Banking, SDLC, Derivatives, Asset Management, Product Development
Education
Columbia University in the City of New York 2006 — 2009
BA, Political Science
Columbia University in the City of New York
MA Candidate, Technology Management
Herricks
Susan Lesczynski's J.P. Morgan Asset Management Experience 2013 - Present
Job Executive Director J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2013 - Present
J.P. Morgan Asset Management 2002 - 2012
JPMorgan Chase 1996 - 2002
Skills
Succession Planning, Organizational..., Talent Management, Leadership Development, Performance Management, Employee Engagement, Executive Coaching, Organizational..., 360 Feedback, Organizational Design, Certified NLP..., MBTI Certified, Management Development, Culture Change, Change Management, Coaching, Human Resources, Program Management, Management
Education
Fordham University
MS, Human Resources Education
Rutgers University-New Brunswick
BA, Journalism/Communications
Columbia University in the City of New York
Human Resources Organizational Development (HROD) post graduate program.
J.P. Morgan Asset Management 2013 - Present
J.P. Morgan Asset Management 2002 - 2012
JPMorgan Chase 1996 - 2002
Skills
Succession Planning, Organizational..., Talent Management, Leadership Development, Performance Management, Employee Engagement, Executive Coaching, Organizational..., 360 Feedback, Organizational Design, Certified NLP..., MBTI Certified, Management Development, Culture Change, Change Management, Coaching, Human Resources, Program Management, Management
Education
Fordham University
MS, Human Resources Education
Rutgers University-New Brunswick
BA, Journalism/Communications
Columbia University in the City of New York
Human Resources Organizational Development (HROD) post graduate program.
Bridget McDonald's J.P. Morgan Asset Management Experience April 2015 - Present
Job VP at JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
Newgate Capital Management LLC March 2004 - October 2013
Groupama Asset Management October 1999 - March 2004
Skills
Equities, Fixed Income, Series 7, Securities, Asset Management, Bloomberg, Investments, Options, Trading, Financial Services, Series 63, Middle Office
Education
College of the Holy Cross 1993 — 1997
J.P. Morgan Asset Management April 2015 - Present
Newgate Capital Management LLC March 2004 - October 2013
Groupama Asset Management October 1999 - March 2004
Skills
Equities, Fixed Income, Series 7, Securities, Asset Management, Bloomberg, Investments, Options, Trading, Financial Services, Series 63, Middle Office
Education
College of the Holy Cross 1993 — 1997
Jon Salstrom's J.P. Morgan Asset Management Experience May 2010 - Present
Job Executive Director, Client Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2010 - Present
Callan Associates September 2007 - May 2010
Callan Associates May 2006 - August 2007
Bank of America March 2005 - May 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Financial Services, Investment Strategies, Competitive Analysis, Market Research, Management, Analysis, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1995 — 1999
Bachelor's Degree, Finance, General
J.P. Morgan Asset Management May 2010 - Present
Callan Associates September 2007 - May 2010
Callan Associates May 2006 - August 2007
Bank of America March 2005 - May 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Financial Services, Investment Strategies, Competitive Analysis, Market Research, Management, Analysis, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1995 — 1999
Bachelor's Degree, Finance, General
David Lebovitz's J.P. Morgan Asset Management Experience June 2010 - Present
Job Vice President, Global Market Strategist, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2010 - Present
Kobren Insight Management June 2009 - June 2010
Samoset Asset Management July 2008 - August 2008
Skills
Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Investments, Strategy, Equities, Market insight, Economic knowledge, Global Research, Publication Strategy, Public Speaking
Education
Columbia University in the City of New York 2014 — 2015
Master of Business Administration (M.B.A.)
London Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Political Science, Philosophy, Leadership Studies (concentration)
The Tuck School of Business at Dartmouth 2008 — 2008
Bridge Program
Phillips Exeter Academy 2002 — 2005
J.P. Morgan Asset Management June 2010 - Present
Kobren Insight Management June 2009 - June 2010
Samoset Asset Management July 2008 - August 2008
Skills
Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Investments, Strategy, Equities, Market insight, Economic knowledge, Global Research, Publication Strategy, Public Speaking
Education
Columbia University in the City of New York 2014 — 2015
Master of Business Administration (M.B.A.)
London Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Political Science, Philosophy, Leadership Studies (concentration)
The Tuck School of Business at Dartmouth 2008 — 2008
Bridge Program
Phillips Exeter Academy 2002 — 2005
Courtney Richards's J.P. Morgan Asset Management Experience February 2015 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management July 2014 - January 2015
J.P. Morgan Asset Management December 2011 - June 2014
Citibank September 2004 - December 2011
Education
Capital University 2006 — 2008
Master of Business Administration, Concentration in Finance
The Ohio State University 1999 — 2004
Bachelor of Science, Financial Management
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management July 2014 - January 2015
J.P. Morgan Asset Management December 2011 - June 2014
Citibank September 2004 - December 2011
Education
Capital University 2006 — 2008
Master of Business Administration, Concentration in Finance
The Ohio State University 1999 — 2004
Bachelor of Science, Financial Management
Ishan Bharadwaj, MBA's J.P. Morgan Asset Management Experience January 2013 - July 2014
Job Associate North America Corporate Treasury at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan Asset Management January 2013 - July 2014
Kota Global securities August 2011 - February 2012
Shoestopper April 2009 - November 2011
Arnima designs August 2009 - July 2010
Bharat Petroleum Corporation Limited January 2009 - August 2009
Gomti devi education trust January 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Derivatives, Equities, Capital Markets, Business Analysis, Microsoft Excel, Fixed Income, Access, Business Strategy, Corporate Finance, Valuation, Private Equity, Equity Research, Bloomberg Terminal, Investments, Finance, Portfolio Management, Asset Management, VBA, Business Planning, Securities, Financial Markets, Data Analysis, Banking, Risk Management, Emerging Markets, Analysis, Equity Derivatives, Mergers, Economics, Due Diligence, Mutual Funds, Trading, Strategic Financial..., Hedge Funds, Alternative Investments
Education
FRANK G. ZARB SCHOOL OF BUSINESS - HOFSTRA UNIVERSITY 2010 — 2012
Master of Business Administration, Finance
Investment Banking Institute 2011 — 2011
investment banking
Champlain College 2006 — 2009
B.S, Software engineering
J.P. Morgan August 2014 - Present
J.P. Morgan Asset Management January 2013 - July 2014
Kota Global securities August 2011 - February 2012
Shoestopper April 2009 - November 2011
Arnima designs August 2009 - July 2010
Bharat Petroleum Corporation Limited January 2009 - August 2009
Gomti devi education trust January 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Derivatives, Equities, Capital Markets, Business Analysis, Microsoft Excel, Fixed Income, Access, Business Strategy, Corporate Finance, Valuation, Private Equity, Equity Research, Bloomberg Terminal, Investments, Finance, Portfolio Management, Asset Management, VBA, Business Planning, Securities, Financial Markets, Data Analysis, Banking, Risk Management, Emerging Markets, Analysis, Equity Derivatives, Mergers, Economics, Due Diligence, Mutual Funds, Trading, Strategic Financial..., Hedge Funds, Alternative Investments
Education
FRANK G. ZARB SCHOOL OF BUSINESS - HOFSTRA UNIVERSITY 2010 — 2012
Master of Business Administration, Finance
Investment Banking Institute 2011 — 2011
investment banking
Champlain College 2006 — 2009
B.S, Software engineering
George Iwanicki's J.P. Morgan Asset Management Experience May 1992 - Present
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 1992 - Present
Kidder Peabody March 1987 - May 1992
Skills
Equities, Asset Management, Investments, Portfolio Management, Capital Markets, Asset Allocation, Investment Strategies, Financial Markets, Mutual Funds, Wealth Management, Emerging Markets
Education
Columbia University in the City of New York 1983 — 1986
Master of Philosophy (MPhil), Economics
SUNY Oneonta 1979 — 1983
Bachelor of Arts (B.A.), Mathematics/Economics
J.P. Morgan Asset Management May 1992 - Present
Kidder Peabody March 1987 - May 1992
Skills
Equities, Asset Management, Investments, Portfolio Management, Capital Markets, Asset Allocation, Investment Strategies, Financial Markets, Mutual Funds, Wealth Management, Emerging Markets
Education
Columbia University in the City of New York 1983 — 1986
Master of Philosophy (MPhil), Economics
SUNY Oneonta 1979 — 1983
Bachelor of Arts (B.A.), Mathematics/Economics
Emil Shalmiyev's J.P. Morgan Asset Management Experience August 2010 - July 2013
Job Equity Research Analyst REITs / Real Estate Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan Asset Management August 2010 - July 2013
J.P. Morgan Chase April 2010 - July 2010
Aardvark Trading June 2008 - August 2008
Public Financial Management June 2007 - August 2007
Skills
Series 7, Series 63, Private Banking, Bloomberg, Asset Managment, Asset Management, Wealth Management, Portfolio Management, Factset, Morningstar, VBA, R, Hedge Funds, Commodity Markets, Argus Modeling, Equities, Investment Management, Fixed Income, Quantitative Analytics, Fund Of Funds, ETFs, Investment Strategies, Investments, Mutual Funds
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science (B.S.), Economics, Statistcs
Stuyvesant High School 2001 — 2005
J.P. Morgan August 2013 - Present
J.P. Morgan Asset Management August 2010 - July 2013
J.P. Morgan Chase April 2010 - July 2010
Aardvark Trading June 2008 - August 2008
Public Financial Management June 2007 - August 2007
Skills
Series 7, Series 63, Private Banking, Bloomberg, Asset Managment, Asset Management, Wealth Management, Portfolio Management, Factset, Morningstar, VBA, R, Hedge Funds, Commodity Markets, Argus Modeling, Equities, Investment Management, Fixed Income, Quantitative Analytics, Fund Of Funds, ETFs, Investment Strategies, Investments, Mutual Funds
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science (B.S.), Economics, Statistcs
Stuyvesant High School 2001 — 2005
Gloria Adams's J.P. Morgan Asset Management Experience February 2006 - August 2010
Job Marketing
Industry Marketing and Advertising
Experience
J.P. Morgan Asset Management February 2006 - August 2010
StreetWise Partners 2010 - 2010
Bermuda Dept of Tourism, Met Bank, Phillips Oppenheim 2004 - 2006
Rubin Postaer & Associates January 2000 - January 2002
Education
Columbia College Chicago 1988 — 1992
BA, Design and Marketing
J.P. Morgan Asset Management February 2006 - August 2010
StreetWise Partners 2010 - 2010
Bermuda Dept of Tourism, Met Bank, Phillips Oppenheim 2004 - 2006
Rubin Postaer & Associates January 2000 - January 2002
Education
Columbia College Chicago 1988 — 1992
BA, Design and Marketing
Alison Carter, CFA's J.P. Morgan Asset Management Experience July 2007 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2007 - Present
J.P. Morgan Asset Management May 2006 - August 2006
Skills
Portfolio Management, Investment Management, Equities, Microsoft Excel, Investments, Bloomberg, Financial Advisory, Financial Modeling, Institutional...
Education
Cornell University 2003 — 2007
Bachelor of Science (B.S.), Applied Economics and Management
J.P. Morgan Asset Management July 2007 - Present
J.P. Morgan Asset Management May 2006 - August 2006
Skills
Portfolio Management, Investment Management, Equities, Microsoft Excel, Investments, Bloomberg, Financial Advisory, Financial Modeling, Institutional...
Education
Cornell University 2003 — 2007
Bachelor of Science (B.S.), Applied Economics and Management
Siming Zhu, CFA's J.P. Morgan Asset Management Experience January 2013 - Present
Job Strategy & Business Development
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
Jade Capital Management LLC June 2009 - January 2013
Skills
Private Equity, Valuation, Financial Modeling, Hedge Funds, Due Diligence, LBO, Strategy, Financial Analysis, Investments, Corporate Finance, Finance, Microsoft Excel
Education
Cornell University 2005 — 2009
B.S., Finance
J.P. Morgan Asset Management January 2013 - Present
Jade Capital Management LLC June 2009 - January 2013
Skills
Private Equity, Valuation, Financial Modeling, Hedge Funds, Due Diligence, LBO, Strategy, Financial Analysis, Investments, Corporate Finance, Finance, Microsoft Excel
Education
Cornell University 2005 — 2009
B.S., Finance
LENAÉ A. HARRIS's J.P. Morgan Asset Management Experience January 2015 - Present
Job Analyst
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
Kota Global Securities May 2011 - March 2014
UBS Wealth Management September 2010 - April 2011
Utendahl Capital Partners, LP May 2007 - December 2009
Brooklyn-Queens Conservatory of Music August 2003 - May 2007
Skills
Middle Office, Back Office, Trade Support, Equities, Fixed Income, Capital Markets, Securities, Order Taking and Booking, Trading, P&L, Trade, and Sales..., Sales, Equity Research, Bloomberg, PowerPoint, TRACE, OATS, ACT, Microsoft Excel, Omgeo Oasys, Marketing, Event Management, Risk Management, Recording, FactSet, Settlement, Derivatives
Education
New York University 2000 — 2002
M.A.
DePaul University 1994 — 1999
B.M.
Whitney Young High School 1990 — 1994
J.P. Morgan Asset Management January 2015 - Present
Kota Global Securities May 2011 - March 2014
UBS Wealth Management September 2010 - April 2011
Utendahl Capital Partners, LP May 2007 - December 2009
Brooklyn-Queens Conservatory of Music August 2003 - May 2007
Skills
Middle Office, Back Office, Trade Support, Equities, Fixed Income, Capital Markets, Securities, Order Taking and Booking, Trading, P&L, Trade, and Sales..., Sales, Equity Research, Bloomberg, PowerPoint, TRACE, OATS, ACT, Microsoft Excel, Omgeo Oasys, Marketing, Event Management, Risk Management, Recording, FactSet, Settlement, Derivatives
Education
New York University 2000 — 2002
M.A.
DePaul University 1994 — 1999
B.M.
Whitney Young High School 1990 — 1994
Robert Maher's J.P. Morgan Asset Management Experience July 2012 - Present
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2012 - Present
J.P. Morgan Asset Management May 2011 - August 2011
Raines International August 2010 - December 2010
Education
CFA Institute
Cornell University 2008 — 2012
BS, Industrial and Labor Relations
Regis High School 2004 — 2008
J.P. Morgan Asset Management July 2012 - Present
J.P. Morgan Asset Management May 2011 - August 2011
Raines International August 2010 - December 2010
Education
CFA Institute
Cornell University 2008 — 2012
BS, Industrial and Labor Relations
Regis High School 2004 — 2008
Gairy Hall's J.P. Morgan Asset Management Experience June 2010 - August 2010
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
The Boston Consulting Group June 2015 - August 2015
Bundle Organics April 2014 - July 2014
Citi Private Bank June 2011 - June 2014
J.P. Morgan Asset Management June 2010 - August 2010
UBS February 2010 - May 2010
Skills
Portfolio Management, Investments, Financial Services, Economics, Asset Allocation, Wealth Management, Analysis, Finance, Bloomberg, Alternative Investments, Series 7, Asset Management, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree
The Boston Consulting Group June 2015 - August 2015
Bundle Organics April 2014 - July 2014
Citi Private Bank June 2011 - June 2014
J.P. Morgan Asset Management June 2010 - August 2010
UBS February 2010 - May 2010
Skills
Portfolio Management, Investments, Financial Services, Economics, Asset Allocation, Wealth Management, Analysis, Finance, Bloomberg, Alternative Investments, Series 7, Asset Management, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree
Carol Edwards Dunn's J.P. Morgan Asset Management Experience September 2011 - Present
Job Vice President, Broker Dealer Business Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2011 - Present
Copper Kettle Farm Alpacas 2002 - Present
Allianz Life Insurance Company of North America October 2005 - May 2011
Great American Financial Resources 2000 - 2003
Western & Southern Financial Group 1995 - 2000
Nationwide Life Insurance Company 1988 - 1995
Skills
Mutual Funds, Securities, Insurance, Series 7, Fixed Annuities, Series 63, Investments, Strategic Planning, Retirement Planning, Retirement, 401k
Education
Capital University Law School 1982 — 1985
Juris Doctor, Law
West Virginia State University 1981 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan Asset Management September 2011 - Present
Copper Kettle Farm Alpacas 2002 - Present
Allianz Life Insurance Company of North America October 2005 - May 2011
Great American Financial Resources 2000 - 2003
Western & Southern Financial Group 1995 - 2000
Nationwide Life Insurance Company 1988 - 1995
Skills
Mutual Funds, Securities, Insurance, Series 7, Fixed Annuities, Series 63, Investments, Strategic Planning, Retirement Planning, Retirement, 401k
Education
Capital University Law School 1982 — 1985
Juris Doctor, Law
West Virginia State University 1981 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Dan Ankonina's J.P. Morgan Asset Management Experience February 2013 - November 2014
Job Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
J.P. Morgan Asset Management February 2013 - November 2014
The Citco Group of Companies October 2012 - February 2013
Israel Defense Forces March 2002 - March 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Finance, Access, Management, Auditing, Sales, Financial Risk, Analysis, Time Management, Banking, Data Analysis, DTC, Bloomberg Terminal, Reuters 3000, Eagle PACE, BACS, Smartstream TLM, Bloomberg
Education
Temple University 2010 — 2012
Bachelor's degree, Finance and International Business, 3.74
Community College of Philadelphia 2008 — 2010
Associate's degree, Business Administration and Management, General, 4.0
BNY Mellon November 2014 - Present
J.P. Morgan Asset Management February 2013 - November 2014
The Citco Group of Companies October 2012 - February 2013
Israel Defense Forces March 2002 - March 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Finance, Access, Management, Auditing, Sales, Financial Risk, Analysis, Time Management, Banking, Data Analysis, DTC, Bloomberg Terminal, Reuters 3000, Eagle PACE, BACS, Smartstream TLM, Bloomberg
Education
Temple University 2010 — 2012
Bachelor's degree, Finance and International Business, 3.74
Community College of Philadelphia 2008 — 2010
Associate's degree, Business Administration and Management, General, 4.0
Craig Ciquera's J.P. Morgan Asset Management Experience 2002 - 2004
Job Team Lead Product Satisfaction Team
Industry Financial Services
Experience
LeaseAccelerator - FASB Lease Accounting Changes (formerly Ecologic Leasing Services) January 2012 - Present
Mathworks September 2004 - January 2012
MathWorks, Inc September 2004 - January 2012
JPMorgan Invest, LLC July 2002 - September 2004
J.P. Morgan Asset Management 2002 - 2004
LiveVault Corporation January 2000 - January 2001
MathWorks, Inc January 1997 - January 2000
Skills
Perforce, Perl, Ant, CVS, Unix Shell Scripting, J2EE, PHP, Java, HTML, Databases, ClearCase, SQL, Automation, MySQL, Shell Scripting, Scripting, XML, JavaScript, Software Configuration..., Programming, Configuration Management, Test Automation, Software Development, Testing, Java Enterprise Edition, Microsoft SQL Server, Apache, Integration, Agile Methodologies, Spring, Software Engineering, Subversion, Continuous Integration
Education
Central Connecticut State University 1989 — 2004
B.S, Physics.§
CCSU 1989 — 1994
BS, Physics
LeaseAccelerator - FASB Lease Accounting Changes (formerly Ecologic Leasing Services) January 2012 - Present
Mathworks September 2004 - January 2012
MathWorks, Inc September 2004 - January 2012
JPMorgan Invest, LLC July 2002 - September 2004
J.P. Morgan Asset Management 2002 - 2004
LiveVault Corporation January 2000 - January 2001
MathWorks, Inc January 1997 - January 2000
Skills
Perforce, Perl, Ant, CVS, Unix Shell Scripting, J2EE, PHP, Java, HTML, Databases, ClearCase, SQL, Automation, MySQL, Shell Scripting, Scripting, XML, JavaScript, Software Configuration..., Programming, Configuration Management, Test Automation, Software Development, Testing, Java Enterprise Edition, Microsoft SQL Server, Apache, Integration, Agile Methodologies, Spring, Software Engineering, Subversion, Continuous Integration
Education
Central Connecticut State University 1989 — 2004
B.S, Physics.§
CCSU 1989 — 1994
BS, Physics
Maria Paulino's J.P. Morgan Asset Management Experience 2012 - 2013
Job Client Onboarding Citi
Industry Banking
Experience
Citi 2013 - Present
J.P. Morgan Asset Management 2012 - 2013
Deutsche Bank Securities 2003 - 2011
Skills
Hedge Funds, Equities, Options, Economics, Derivatives, Bloomberg, FX Options, Risk Management, Equity Derivatives, Financial Modeling, Capital Markets, Investment Banking, Trading, Credit Derivatives, Mergers & Acquisitions, Corporate Finance, Fixed Income, Securities, LATAM, KYC, Onboarding, Legal Compliance
Education
Hunter College
Bachelor of Arts (B.A.), English language Arts & Hebrew
Citi 2013 - Present
J.P. Morgan Asset Management 2012 - 2013
Deutsche Bank Securities 2003 - 2011
Skills
Hedge Funds, Equities, Options, Economics, Derivatives, Bloomberg, FX Options, Risk Management, Equity Derivatives, Financial Modeling, Capital Markets, Investment Banking, Trading, Credit Derivatives, Mergers & Acquisitions, Corporate Finance, Fixed Income, Securities, LATAM, KYC, Onboarding, Legal Compliance
Education
Hunter College
Bachelor of Arts (B.A.), English language Arts & Hebrew
Amanda Joe's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Analyst at BlackRock
Industry Financial Services
Salihe Redzovic's J.P. Morgan Asset Management Experience July 2015 - Present
Job Endowments & Foundations Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Baruch College August 2011 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
Baruch College August 2013 - May 2014
Finance and Economic Society May 2012 - December 2013
UBS Wealth Management July 2013 - August 2013
Bryant Park Capital April 2013 - May 2013
Office of Assembly Member Linda B. Rosenthal September 2012 - December 2012
PrivCo June 2012 - August 2012
Staten Island Technical High School 2009 - 2011
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor of Business Administration (BBA)
City University of Hong Kong 2014 — 2014
Exchange Program - College of Business
Staten Island Technical High School 2008 — 2011
Honors Diploma
J.P. Morgan Asset Management July 2015 - Present
Baruch College August 2011 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
Baruch College August 2013 - May 2014
Finance and Economic Society May 2012 - December 2013
UBS Wealth Management July 2013 - August 2013
Bryant Park Capital April 2013 - May 2013
Office of Assembly Member Linda B. Rosenthal September 2012 - December 2012
PrivCo June 2012 - August 2012
Staten Island Technical High School 2009 - 2011
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor of Business Administration (BBA)
City University of Hong Kong 2014 — 2014
Exchange Program - College of Business
Staten Island Technical High School 2008 — 2011
Honors Diploma
Julie Villena's J.P. Morgan Asset Management Experience October 2009 - Present
Job Senior Client Associate at J.P.Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
Bear Stearns & Company April 2000 - September 2009
Bear Stearns Securities Corp. January 2000 - March 2000
Magnum International Securities Philippines, Inc. January 1997 - August 1999
Dharmala Securities Philippines, Inc. June 1995 - December 1996
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Bloomberg, Equities, Series 63, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Investments, Client On-boarding, Microsoft Excel, Financial Analysis, Onboarding
Education
De La Salle University
Bachelor of Arts (B.A.), Economics
De La Salle University
Bachelor of Science (B.S.), Finance, General
UC Berkeley Extension
Certificate Program, Finance, General
Benedictine Abbey School
J.P. Morgan Asset Management October 2009 - Present
Bear Stearns & Company April 2000 - September 2009
Bear Stearns Securities Corp. January 2000 - March 2000
Magnum International Securities Philippines, Inc. January 1997 - August 1999
Dharmala Securities Philippines, Inc. June 1995 - December 1996
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Bloomberg, Equities, Series 63, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Investments, Client On-boarding, Microsoft Excel, Financial Analysis, Onboarding
Education
De La Salle University
Bachelor of Arts (B.A.), Economics
De La Salle University
Bachelor of Science (B.S.), Finance, General
UC Berkeley Extension
Certificate Program, Finance, General
Benedictine Abbey School
Matt Ressler's J.P. Morgan Asset Management Experience March 2015 - June 2015
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - June 2015
J.P. Morgan Asset Management July 2012 - March 2015
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2012
Bachelor’s Degree, English Language and Literature, General
J.P. Morgan Asset Management March 2015 - June 2015
J.P. Morgan Asset Management July 2012 - March 2015
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2012
Bachelor’s Degree, English Language and Literature, General
David Aaron Gray's J.P. Morgan Asset Management Experience June 2004 - January 2007
Job
Industry Venture Capital & Private Equity
Experience
Gray Financial Ventures, LLC March 2012 - Present
SleepArt Inc. March 2012 - January 2014
J.P. Morgan Investment Bank January 2007 - February 2012
J.P. Morgan Asset Management June 2004 - January 2007
Skills
Valuation Modeling, Mergers, Investments, Asset Managment, Microsoft Excel, Non-profits, Derivatives, PowerPoint, Banking, Corporate Finance, Financial Advisory, Wealth Management, Due Diligence, Financial Markets, Fundraising, Investment Strategies, Mergers & Acquisitions, Asset Management, Investment Banking, Private Equity, Valuation, Market Structure, Financial Modeling, Alternative Investments, Finance, LBO, Equities, Capital Markets, Structured Finance, Hedge Funds, Financial Reporting, Venture Capital, Asset Allocation, Financial Structuring, Corporate Development, M&A experience, Investment Management, Financial Institutions, Securities
Education
Cornell University 2001 — 2005
Bachelor of Science (BS), Labor and Industrial Relations
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Labor and Industrial Relations
Gray Financial Ventures, LLC March 2012 - Present
SleepArt Inc. March 2012 - January 2014
J.P. Morgan Investment Bank January 2007 - February 2012
J.P. Morgan Asset Management June 2004 - January 2007
Skills
Valuation Modeling, Mergers, Investments, Asset Managment, Microsoft Excel, Non-profits, Derivatives, PowerPoint, Banking, Corporate Finance, Financial Advisory, Wealth Management, Due Diligence, Financial Markets, Fundraising, Investment Strategies, Mergers & Acquisitions, Asset Management, Investment Banking, Private Equity, Valuation, Market Structure, Financial Modeling, Alternative Investments, Finance, LBO, Equities, Capital Markets, Structured Finance, Hedge Funds, Financial Reporting, Venture Capital, Asset Allocation, Financial Structuring, Corporate Development, M&A experience, Investment Management, Financial Institutions, Securities
Education
Cornell University 2001 — 2005
Bachelor of Science (BS), Labor and Industrial Relations
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Labor and Industrial Relations
Cecilia Chang's J.P. Morgan Asset Management Experience 2006 - August 2014
Job Vice President at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan Asset Management 2006 - August 2014
Prudential Mortgage Capital Company 2003 - 2006
Skills
Real Estate, Asset Management, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Disposition, Real Estate Transactions, Investments, Portfolio Management, Real Estate Economics, Capital Markets, Real Estate Financing
Education
Cornell University
Bachelor of Science (BS), Hospitality Management
J.P. Morgan Asset Management 2006 - August 2014
Prudential Mortgage Capital Company 2003 - 2006
Skills
Real Estate, Asset Management, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Disposition, Real Estate Transactions, Investments, Portfolio Management, Real Estate Economics, Capital Markets, Real Estate Financing
Education
Cornell University
Bachelor of Science (BS), Hospitality Management
Peter Lehrer's J.P. Morgan Asset Management Experience July 1994 - March 1998
Job Managing Director at Jacobs Levy Equity Management
Industry Investment Management
Experience
Jacobs Levy Equity Management April 2002 - Present
Deutsche Asset Management March 1998 - April 2002
J.P. Morgan Asset Management July 1994 - March 1998
Education
Cornell University
Bachelor of Arts (B.A.), Mathematics and Computer Science
Cornell University
Master of Business Administration (M.B.A.)
Jacobs Levy Equity Management April 2002 - Present
Deutsche Asset Management March 1998 - April 2002
J.P. Morgan Asset Management July 1994 - March 1998
Education
Cornell University
Bachelor of Arts (B.A.), Mathematics and Computer Science
Cornell University
Master of Business Administration (M.B.A.)
Kathryn Pell's J.P. Morgan Asset Management Experience 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management 2007 - Present
J.P. Morgan January 2005 - January 2007
J.P. Morgan January 2002 - January 2005
J.P. Morgan January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Skills
Banking, Financial Analysis
Education
Denison University 1995 — 1999
Bachelor's degree, Communication
J.P. Morgan Asset Management 2007 - Present
J.P. Morgan January 2005 - January 2007
J.P. Morgan January 2002 - January 2005
J.P. Morgan January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Skills
Banking, Financial Analysis
Education
Denison University 1995 — 1999
Bachelor's degree, Communication
Jeffrey Panzo's J.P. Morgan Asset Management Experience June 1998 - July 2000
Job
Industry Financial Services
Experience
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY