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
Courtney Killeen, CPA Courtney Killeen, CPA's J.P. Morgan Asset Management Experience July 2011 - August 2011
Job Audit Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2013 - Present
Hope College January 2010 - May 2013
Grant Thornton LLP May 2012 - August 2012
Hope College August 2011 - May 2012
J.P. Morgan Asset Management July 2011 - August 2011
Hope College September 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint
Education
Hope College 2009 — 2013
Bachelors of Arts, Accounting
Grant Thornton LLP October 2013 - Present
Hope College January 2010 - May 2013
Grant Thornton LLP May 2012 - August 2012
Hope College August 2011 - May 2012
J.P. Morgan Asset Management July 2011 - August 2011
Hope College September 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint
Education
Hope College 2009 — 2013
Bachelors of Arts, Accounting
Richard Porter Thayer Richard Porter Thayer's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Brand Strategy & Biz Dev; MBA'15
Industry Marketing and Advertising
Experience
Grit Creative Group May 2015 - Present
Jasmin Shokrian Atelier September 2014 - August 2015
J.P. Morgan Asset Management June 2014 - August 2014
Malaria No More February 2011 - July 2013
Derek Lam February 2011 - February 2013
Friends of Schumer January 2009 - January 2011
Nancy Jacobson Consulting March 2008 - August 2008
Hillary Clinton for President August 2007 - March 2008
Dewey Square Group October 2006 - May 2007
Clinton Global Initiative June 2005 - September 2005
Skills
Government, Sponsorship, Event Management, Fundraising, Grassroots Organizing, Nonprofits, Event Planning, Media Relations, Community Outreach, Strategy, Microsoft Office, International Relations, Publicity, Social Media, Strategic Communications, Politics, Public Policy, Non-profits, Public Relations, Proposal Writing, Social Media Marketing, Community Development, Recruiting, Volunteer Management, Philanthropy, Political Campaigns, Policy Analysis, Management, Leadership, Strategic Planning
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
Georgetown University 2003 — 2007
BA, Government, African-American Studies
Grit Creative Group May 2015 - Present
Jasmin Shokrian Atelier September 2014 - August 2015
J.P. Morgan Asset Management June 2014 - August 2014
Malaria No More February 2011 - July 2013
Derek Lam February 2011 - February 2013
Friends of Schumer January 2009 - January 2011
Nancy Jacobson Consulting March 2008 - August 2008
Hillary Clinton for President August 2007 - March 2008
Dewey Square Group October 2006 - May 2007
Clinton Global Initiative June 2005 - September 2005
Skills
Government, Sponsorship, Event Management, Fundraising, Grassroots Organizing, Nonprofits, Event Planning, Media Relations, Community Outreach, Strategy, Microsoft Office, International Relations, Publicity, Social Media, Strategic Communications, Politics, Public Policy, Non-profits, Public Relations, Proposal Writing, Social Media Marketing, Community Development, Recruiting, Volunteer Management, Philanthropy, Political Campaigns, Policy Analysis, Management, Leadership, Strategic Planning
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
Georgetown University 2003 — 2007
BA, Government, African-American Studies
Jeremy Max Friedman's J.P. Morgan Asset Management Experience August 2015 - Present
Job Incoming Private Bank Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (BS)
Agoura High School 2008 — 2012
J.P. Morgan Asset Management August 2015 - Present
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (BS)
Agoura High School 2008 — 2012
Rich Forslund, CFA Rich Forslund, CFA's J.P. Morgan Asset Management Experience May 2013 - Present
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
North Capital Private Securities Corporation March 2012 - May 2013
North Capital, Inc. July 2011 - May 2013
Real Instituto Elcano October 2010 - May 2011
Atlantic Media Company 2011 - 2011
Skills
Alternative Investments, Asset Allocation, Economics, Statistics, Data Analysis, Corporate Finance, Research, Portfolio Management, Capital Markets, Policy Analysis, Spanish, Microsoft Excel, PowerPoint, International Relations, Public Policy, Microsoft Office, Financial Modeling, Government
Education
Georgetown University 2007 — 2011
Bachelor's of Science in Foreign Service, Comparative Studies: Western Europe and the United States
Universidad Complutense de Madrid 2009 — 2010
Full Year Direct Matriculation, Political Science
Archbishop Riordan High School 2003 — 2007
J.P. Morgan Asset Management May 2013 - Present
North Capital Private Securities Corporation March 2012 - May 2013
North Capital, Inc. July 2011 - May 2013
Real Instituto Elcano October 2010 - May 2011
Atlantic Media Company 2011 - 2011
Skills
Alternative Investments, Asset Allocation, Economics, Statistics, Data Analysis, Corporate Finance, Research, Portfolio Management, Capital Markets, Policy Analysis, Spanish, Microsoft Excel, PowerPoint, International Relations, Public Policy, Microsoft Office, Financial Modeling, Government
Education
Georgetown University 2007 — 2011
Bachelor's of Science in Foreign Service, Comparative Studies: Western Europe and the United States
Universidad Complutense de Madrid 2009 — 2010
Full Year Direct Matriculation, Political Science
Archbishop Riordan High School 2003 — 2007
Yuli McElroy's J.P. Morgan Asset Management Experience January 2015 - Present
Job Associate Financial and Regulatory Reporting at JPMorgan Chase & Co.
Industry Accounting
Experience
J.P. Morgan Asset Management January 2015 - Present
Huntington National Bank October 2012 - January 2015
JPMorgan Chase May 2011 - October 2012
JPMorgan Chase March 2009 - May 2011
JPMorgan Chase September 2007 - March 2009
JPMorgan Chase April 2006 - September 2007
Walt Disney World January 1999 - May 1999
Skills
Financial Analysis, Banking, Loans, Mortgage Lending, Accounting, Process Improvement, SAP, Microsoft Excel, Account Reconciliation, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, General Ledger, Data Analysis, Accounts Receivable, Internal Controls, Financial Accounting, Accounts Payable, Access, GAAP, Accruals, Tax, Financial Statements, Essbase, Bank Reconciliation, Consolidation, Consumer Lending, Deposits, PowerPoint, Customer Service, Finance, Management, Microsoft Office
Education
Franklin University 2006 — 2009
Bachelor of Science (BS), Accounting
Hawaii Pacific University 1998 — 2001
Bachelor of Science in Business Administration (BSBA), Travel Industry Management
J.P. Morgan Asset Management January 2015 - Present
Huntington National Bank October 2012 - January 2015
JPMorgan Chase May 2011 - October 2012
JPMorgan Chase March 2009 - May 2011
JPMorgan Chase September 2007 - March 2009
JPMorgan Chase April 2006 - September 2007
Walt Disney World January 1999 - May 1999
Skills
Financial Analysis, Banking, Loans, Mortgage Lending, Accounting, Process Improvement, SAP, Microsoft Excel, Account Reconciliation, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, General Ledger, Data Analysis, Accounts Receivable, Internal Controls, Financial Accounting, Accounts Payable, Access, GAAP, Accruals, Tax, Financial Statements, Essbase, Bank Reconciliation, Consolidation, Consumer Lending, Deposits, PowerPoint, Customer Service, Finance, Management, Microsoft Office
Education
Franklin University 2006 — 2009
Bachelor of Science (BS), Accounting
Hawaii Pacific University 1998 — 2001
Bachelor of Science in Business Administration (BSBA), Travel Industry Management
Peter Tidswell Peter Tidswell's J.P. Morgan Asset Management Experience 2014 - 2014
Job Project Manager and Operational Leader
Industry Pharmaceuticals
Experience
Integrated Project Management Company, Inc. (IPM) 2014 - Present
J.P. Morgan Asset Management 2014 - 2014
Express Scripts 2010 - 2014
Pfizer 2006 - 2010
ArQule 2003 - 2006
Bristol-Myers Squibb 2001 - 2003
Evotec 1996 - 2000
Chiroscience 1994 - 1996
Skills
Pharmaceutical Industry, Lifesciences, Biotechnology, Healthcare, Project Management, Process Improvement, Change Management, Operations Management, Drug Discovery, Analytical Chemistry, Purification, HPLC, LC-MS, Data Analysis, Laboratory, GLP, Medicinal Chemistry, Chemistry, Organic Chemistry, High Throughput..., Chromatography, Mass Spectrometry, LIMS, Pharmacy Benefit..., Service Delivery, Six Sigma, Cross-functional Team..., Vendor Relationships, Life Sciences
Education
University of Durham
Ph.D., Chemistry
Loughborough University
B.Sc Hons., Chemistry
The University of Hull
Post-Doc, Chemistry
Integrated Project Management Company, Inc. (IPM) 2014 - Present
J.P. Morgan Asset Management 2014 - 2014
Express Scripts 2010 - 2014
Pfizer 2006 - 2010
ArQule 2003 - 2006
Bristol-Myers Squibb 2001 - 2003
Evotec 1996 - 2000
Chiroscience 1994 - 1996
Skills
Pharmaceutical Industry, Lifesciences, Biotechnology, Healthcare, Project Management, Process Improvement, Change Management, Operations Management, Drug Discovery, Analytical Chemistry, Purification, HPLC, LC-MS, Data Analysis, Laboratory, GLP, Medicinal Chemistry, Chemistry, Organic Chemistry, High Throughput..., Chromatography, Mass Spectrometry, LIMS, Pharmacy Benefit..., Service Delivery, Six Sigma, Cross-functional Team..., Vendor Relationships, Life Sciences
Education
University of Durham
Ph.D., Chemistry
Loughborough University
B.Sc Hons., Chemistry
The University of Hull
Post-Doc, Chemistry
Baird Elam's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
Omicron Delta Kappa April 2013 - April 2014
Chi Omega Fraternity November 2012 - December 2013
J.P. Morgan May 2013 - August 2013
Omicron Delta Kappa April 2012 - April 2013
Chi Omega Fraternity November 2011 - December 2012
Paragon Events, Inc. May 2011 - August 2012
Gladstone Law June 2010 - August 2011
Skills
Event Management, Project Planning, System Administration, Management, Budgets, Event Planning, Fundraising, Non-profits, Public Speaking, Social Media, PowerPoint, Community Outreach, Microsoft Excel, Facebook, Public Relations, Microsoft Office, Volunteer Management, Social Networking, Marketing, Leadership, Teamwork, Microsoft Word, Nonprofits
Education
Florida State University 2010 — 2014
Bachelor's Degree, Applied Economics, 3.99 GPA
Florida State University 2010 — 2014
Minor in Business
J.P. Morgan Asset Management July 2014 - Present
Omicron Delta Kappa April 2013 - April 2014
Chi Omega Fraternity November 2012 - December 2013
J.P. Morgan May 2013 - August 2013
Omicron Delta Kappa April 2012 - April 2013
Chi Omega Fraternity November 2011 - December 2012
Paragon Events, Inc. May 2011 - August 2012
Gladstone Law June 2010 - August 2011
Skills
Event Management, Project Planning, System Administration, Management, Budgets, Event Planning, Fundraising, Non-profits, Public Speaking, Social Media, PowerPoint, Community Outreach, Microsoft Excel, Facebook, Public Relations, Microsoft Office, Volunteer Management, Social Networking, Marketing, Leadership, Teamwork, Microsoft Word, Nonprofits
Education
Florida State University 2010 — 2014
Bachelor's Degree, Applied Economics, 3.99 GPA
Florida State University 2010 — 2014
Minor in Business
Dennis Hooper Dennis Hooper's J.P. Morgan Asset Management Experience May 2015 - Present
Job Shareholders Services Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - April 2015
Kappa Sigma Fraternity- UCF November 2013 - November 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP May 2010 - August 2010
Skills
Leadership, Management, Microsoft Excel, Recruiting, Finance, Microsoft Office, Budgets, Time Management, PowerPoint, Program Management, Public Speaking, CRM, Customer Satisfaction, Microsoft Word, Training, Human Resources, Communication, Investments, Social Media, Sales, Financial Services, Financial Modeling, Efficiency, Financial Markets, Customer Service
Education
University of Central Florida 2011 — 2014
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services
Brevard Community College 2009 — 2011
Associate of Arts (AA), Business Administration
J.P. Morgan Asset Management May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - April 2015
Kappa Sigma Fraternity- UCF November 2013 - November 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP May 2010 - August 2010
Skills
Leadership, Management, Microsoft Excel, Recruiting, Finance, Microsoft Office, Budgets, Time Management, PowerPoint, Program Management, Public Speaking, CRM, Customer Satisfaction, Microsoft Word, Training, Human Resources, Communication, Investments, Social Media, Sales, Financial Services, Financial Modeling, Efficiency, Financial Markets, Customer Service
Education
University of Central Florida 2011 — 2014
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services
Brevard Community College 2009 — 2011
Associate of Arts (AA), Business Administration
Kelley DeSantis Kelley DeSantis's J.P. Morgan Asset Management Experience February 2005 - Present
Job Head of Global Liquidity Marketing at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2005 - Present
GMAC Commercial Mortgage February 1999 - February 2005
PNC Asset Management June 1996 - February 1999
PNC Institutional Management Corporation April 1995 - June 1996
Skills
Asset Management, Investments, Mutual Funds, Investment Management, Marketing, Marketing Strategy, Marketing Communications, Positioning, Branding & Identity, Leadership, Brand Management, Product Marketing, Strategy, Brand Development, Equities, Fixed Income, CRM, Digital Marketing, Management, Strategic Planning
Education
Temple University - Fox School of Business and Management 1996 — 1998
Master of Business Administration (MBA), Marketing
Drexel University 1989 — 1993
Bachelor of Science (BS), Marketing and Finance
J.P. Morgan Asset Management February 2005 - Present
GMAC Commercial Mortgage February 1999 - February 2005
PNC Asset Management June 1996 - February 1999
PNC Institutional Management Corporation April 1995 - June 1996
Skills
Asset Management, Investments, Mutual Funds, Investment Management, Marketing, Marketing Strategy, Marketing Communications, Positioning, Branding & Identity, Leadership, Brand Management, Product Marketing, Strategy, Brand Development, Equities, Fixed Income, CRM, Digital Marketing, Management, Strategic Planning
Education
Temple University - Fox School of Business and Management 1996 — 1998
Master of Business Administration (MBA), Marketing
Drexel University 1989 — 1993
Bachelor of Science (BS), Marketing and Finance
Ranjani Ramanathan Ranjani Ramanathan's J.P. Morgan Asset Management Experience November 2013 - Present
Job Technology Risk/Controls Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2013 - Present
Alliance Data July 2010 - November 2013
Nationwide Insurance November 2008 - June 2010
Nationwide Financial May 2006 - October 2008
Sharp & Tannan Associates April 1999 - April 2000
Modi Xerox now Spice May 1997 - January 1999
Tandon Seth & Co. October 1993 - April 1997
Skills
Internal Audit, Internal Controls, IT Audit, Process Improvement, Sarbanes-Oxley, Financial Analysis, SDLC, Business Continuity, Financial Audits, Accounting, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Information Technology, Management, Risk Management
Education
Franklin University 2005 — 2007
MBA, Financial Leadership and Management
J.P. Morgan Asset Management November 2013 - Present
Alliance Data July 2010 - November 2013
Nationwide Insurance November 2008 - June 2010
Nationwide Financial May 2006 - October 2008
Sharp & Tannan Associates April 1999 - April 2000
Modi Xerox now Spice May 1997 - January 1999
Tandon Seth & Co. October 1993 - April 1997
Skills
Internal Audit, Internal Controls, IT Audit, Process Improvement, Sarbanes-Oxley, Financial Analysis, SDLC, Business Continuity, Financial Audits, Accounting, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Information Technology, Management, Risk Management
Education
Franklin University 2005 — 2007
MBA, Financial Leadership and Management
Jamal Johnson's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Student Assistant at Georgia Tech Institute Leadership and Entrepreneurship
Industry Financial Services
Experience
Georgia Institute of Technology October 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Discover Financial Services May 2014 - August 2014
U.S. House of Representatives Page Program August 2009 - June 2010
Skills
Microsoft Office, Research, Statistics, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, Student Affairs, Spanish, Time Management, Social Media, Customer Service, Python, Leadership, Teamwork
Education
Georgia Institute of Technology 2011 — 2016
Business Administration
Page Program 2009 — 2010
Georgia Institute of Technology October 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Discover Financial Services May 2014 - August 2014
U.S. House of Representatives Page Program August 2009 - June 2010
Skills
Microsoft Office, Research, Statistics, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, Student Affairs, Spanish, Time Management, Social Media, Customer Service, Python, Leadership, Teamwork
Education
Georgia Institute of Technology 2011 — 2016
Business Administration
Page Program 2009 — 2010
Laura Tonnessen Laura Tonnessen's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Chief Lending Officer at Georgetown University Alumni & Student Federal Credit Union
Industry Financial Services
Experience
Georgetown University Alumni & Student Federal Credit Union March 2015 - Present
J.P. Morgan Asset Management June 2015 - August 2015
The Hoya September 2013 - May 2015
Georgetown University Alumni & Student Federal Credit Union January 2014 - March 2015
Georgetown University Alumni & Student Federal Credit Union September 2013 - March 2015
Ralph Lauren May 2013 - August 2013
Hunterdon Cardiovascular Associates June 2012 - August 2012
Skills
Microsoft Office, Time Management, Sales, Analysis, Microsoft Excel, Spanish, Finance, Financial Analysis, PowerPoint
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Finance
Georgetown University - The McDonough School of Business 2012 — 2016
Hunterdon Central Regional High School 2008 — 2012
High School
Georgetown University Alumni & Student Federal Credit Union March 2015 - Present
J.P. Morgan Asset Management June 2015 - August 2015
The Hoya September 2013 - May 2015
Georgetown University Alumni & Student Federal Credit Union January 2014 - March 2015
Georgetown University Alumni & Student Federal Credit Union September 2013 - March 2015
Ralph Lauren May 2013 - August 2013
Hunterdon Cardiovascular Associates June 2012 - August 2012
Skills
Microsoft Office, Time Management, Sales, Analysis, Microsoft Excel, Spanish, Finance, Financial Analysis, PowerPoint
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Finance
Georgetown University - The McDonough School of Business 2012 — 2016
Hunterdon Central Regional High School 2008 — 2012
High School
Henry Lanier's J.P. Morgan Asset Management Experience July 2012 - September 2015
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - September 2015
J.P. Morgan Private Bank June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, VBA, Financial Modeling, Research, Capital Markets, Fixed Income
Education
Haverford College 2008 — 2012
Bachelor’s Degree, Political Science and Government
Phillips Exeter Academy
New York University
Professional Certification in Financial Analysis
J.P. Morgan Asset Management July 2012 - September 2015
J.P. Morgan Private Bank June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, VBA, Financial Modeling, Research, Capital Markets, Fixed Income
Education
Haverford College 2008 — 2012
Bachelor’s Degree, Political Science and Government
Phillips Exeter Academy
New York University
Professional Certification in Financial Analysis
Christina Primus's J.P. Morgan Asset Management Experience July 2014 - Present
Job Senior Sales bei J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
Allianz Investmentbank AG September 2009 - June 2014
Raiffeisenlandesbank Niederösterreich-Wien AG 2008 - 2009
Asset Management Vermögensverwaltungs GmbH 2006 - 2008
Skills
Sales Management, Account Management, Sales, New Business Development, Marketing Strategy, Relationship Management, Business Development, Banking, Direct Sales, Management
Education
Fachhochschule Wiener Neustadt 2002 — 2006
Master's degree in Business Consultancy, Market Communication and Sales, Investment and Financial Consulting
J.P. Morgan Asset Management July 2014 - Present
Allianz Investmentbank AG September 2009 - June 2014
Raiffeisenlandesbank Niederösterreich-Wien AG 2008 - 2009
Asset Management Vermögensverwaltungs GmbH 2006 - 2008
Skills
Sales Management, Account Management, Sales, New Business Development, Marketing Strategy, Relationship Management, Business Development, Banking, Direct Sales, Management
Education
Fachhochschule Wiener Neustadt 2002 — 2006
Master's degree in Business Consultancy, Market Communication and Sales, Investment and Financial Consulting
Joe Ciliak Joe Ciliak's J.P. Morgan Asset Management Experience August 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan May 2013 - July 2015
Skills
Analysis, Microsoft Office, PowerPoint, Vendor Management, Microsoft Excel, Research, Financial Accounting, Statistics, Accounting, Finance, Financial Analysis, Access, Options
Education
Eastern Illinois University 2009 — 2013
Bachelor's degree, Finance
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan May 2013 - July 2015
Skills
Analysis, Microsoft Office, PowerPoint, Vendor Management, Microsoft Excel, Research, Financial Accounting, Statistics, Accounting, Finance, Financial Analysis, Access, Options
Education
Eastern Illinois University 2009 — 2013
Bachelor's degree, Finance
Lori Hilton-White's J.P. Morgan Asset Management Experience January 2015 - Present
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management December 2011 - January 2015
American Funds November 2007 - December 2011
American Funds August 2002 - November 2007
Natcity Investments Inc February 1996 - August 2002
Skills
Series 24, Series 7, Mutual Funds, Fixed Income, ETFs, 529 Plans, 401k, Investment Management, Consultative Sales..., Wealth Management, Client Advisor, Asset Allocation, Presentation Skills, Relationship Management, Economic Knowledge, Strategic Financial..., Competitive Positioning, Competitive Knowledge, Retirement Planning, Investment Strategies, Fiduciary, Sales Management, Fixed Income Strategies, Alternative Investments, Asset Management, Investment Advisory, Separately Managed..., Equities, Series 63
Education
Indiana University Bloomington
Bachelor of Science, Finance and Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management December 2011 - January 2015
American Funds November 2007 - December 2011
American Funds August 2002 - November 2007
Natcity Investments Inc February 1996 - August 2002
Skills
Series 24, Series 7, Mutual Funds, Fixed Income, ETFs, 529 Plans, 401k, Investment Management, Consultative Sales..., Wealth Management, Client Advisor, Asset Allocation, Presentation Skills, Relationship Management, Economic Knowledge, Strategic Financial..., Competitive Positioning, Competitive Knowledge, Retirement Planning, Investment Strategies, Fiduciary, Sales Management, Fixed Income Strategies, Alternative Investments, Asset Management, Investment Advisory, Separately Managed..., Equities, Series 63
Education
Indiana University Bloomington
Bachelor of Science, Finance and Economics
David M Stedman David M Stedman's J.P. Morgan Asset Management Experience March 2008 - January 2011
Job Inside Sales Support, Processing and Scheduling at Ekstrom Carlson
Industry Machinery
Experience
Ekstrom Carlson June 2015 - Present
Advanced Flexible Composites, Inc. February 2011 - May 2015
J.P. Morgan Asset Management March 2008 - January 2011
HS Crocker Co. January 2007 - January 2008
Gutter Gardian Inc 2003 - 2006
US Navy 1997 - 2000
Skills
Marketing Communications, Customer Service, Microsoft Office, Banking, Customer Satisfaction, Sales Presentations, Extrusion, Adhesives, Manufacturing, Materials, Polymers, Chemistry, Coatings, Chemical Engineering, Chemical Safety, Chemical Processing, Military Experience, Continuous Improvement, New Business Development, Sales Management, Factory, Negotiation, Strategic Planning
Education
United States Navy 1997 — 2000
GSM, Gas Turbines Techinician
Harper College
Associate of Applied Sciences, Business, Management, Marketing, and Related Support Services
Ekstrom Carlson June 2015 - Present
Advanced Flexible Composites, Inc. February 2011 - May 2015
J.P. Morgan Asset Management March 2008 - January 2011
HS Crocker Co. January 2007 - January 2008
Gutter Gardian Inc 2003 - 2006
US Navy 1997 - 2000
Skills
Marketing Communications, Customer Service, Microsoft Office, Banking, Customer Satisfaction, Sales Presentations, Extrusion, Adhesives, Manufacturing, Materials, Polymers, Chemistry, Coatings, Chemical Engineering, Chemical Safety, Chemical Processing, Military Experience, Continuous Improvement, New Business Development, Sales Management, Factory, Negotiation, Strategic Planning
Education
United States Navy 1997 — 2000
GSM, Gas Turbines Techinician
Harper College
Associate of Applied Sciences, Business, Management, Marketing, and Related Support Services
Clarence Lewis, Jr. Clarence Lewis, Jr.'s J.P. Morgan Asset Management Experience February 2005 - March 2010
Job Managing Principal at United Mercantile Holdings, LLC
Industry Investment Management
Experience
United Mercantile Holdings, LLC September 2015 - Present
Next Generation Management, LLC March 2010 - Present
Investment Portfolio Global Leaders 2014 - Present
Capital Markets IQ 2012 - 2013
J.P. Morgan Asset Management February 2005 - March 2010
Bank One Investment Advisors 1998 - 2004
Skills
Portfolio Management, Team Building, Strategy, Risk Management, Mergers & Acquisitions, Management, Banking, Change Management, Investments, Finance, Management Consulting, Investment Banking, Retirement Planning, Real Estate, Business Analysis, Private Equity, Project Management, Business Strategy, New Business Development, Leadership, Portfolio Optimization, High-Level Relationship..., Business Development, Marketing, Investment Advisory, Investment Strategies, Investment Management, Investment Properties, Real Estate Investment..., Green Technology, Sustainability
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S., Business Administration
CBOE Options Institute
Chase Manhattan, London, UK
Funds Management School
University of Oklahoma
Commercial Lending School
United Mercantile Holdings, LLC September 2015 - Present
Next Generation Management, LLC March 2010 - Present
Investment Portfolio Global Leaders 2014 - Present
Capital Markets IQ 2012 - 2013
J.P. Morgan Asset Management February 2005 - March 2010
Bank One Investment Advisors 1998 - 2004
Skills
Portfolio Management, Team Building, Strategy, Risk Management, Mergers & Acquisitions, Management, Banking, Change Management, Investments, Finance, Management Consulting, Investment Banking, Retirement Planning, Real Estate, Business Analysis, Private Equity, Project Management, Business Strategy, New Business Development, Leadership, Portfolio Optimization, High-Level Relationship..., Business Development, Marketing, Investment Advisory, Investment Strategies, Investment Management, Investment Properties, Real Estate Investment..., Green Technology, Sustainability
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S., Business Administration
CBOE Options Institute
Chase Manhattan, London, UK
Funds Management School
University of Oklahoma
Commercial Lending School
Schwinn Feng's J.P. Morgan Asset Management Experience October 2014 - Present
Job Global Head of Digital Sales Enablement
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2014 - Present
J.P. Morgan Asset Management September 2013 - September 2014
J.P. Morgan Asset Management October 2012 - September 2013
J.P. Morgan Asset Management March 2009 - October 2012
Citi August 2004 - March 2009
Skills
Marketing, Product Management, Program Management, Digital Marketing, Digital Strategy, User Experience, Social Media, Business Strategy, Strategy, Project Management, Process Improvement, Portfolio Management, Business Analysis, Risk Management, Ad Tech, Social Media Marketing, Start-up Ventures, Start-ups, Communications, Operations Management, Strategy Development, Relationship Management, Sales, Venture Capital, PMO, Online Marketing, Financial Services
Education
General Assembly
Product Management
Stevens Institute of Technology
Bachelor of Science, Business & Technology, Honors
J.P. Morgan Asset Management October 2014 - Present
J.P. Morgan Asset Management September 2013 - September 2014
J.P. Morgan Asset Management October 2012 - September 2013
J.P. Morgan Asset Management March 2009 - October 2012
Citi August 2004 - March 2009
Skills
Marketing, Product Management, Program Management, Digital Marketing, Digital Strategy, User Experience, Social Media, Business Strategy, Strategy, Project Management, Process Improvement, Portfolio Management, Business Analysis, Risk Management, Ad Tech, Social Media Marketing, Start-up Ventures, Start-ups, Communications, Operations Management, Strategy Development, Relationship Management, Sales, Venture Capital, PMO, Online Marketing, Financial Services
Education
General Assembly
Product Management
Stevens Institute of Technology
Bachelor of Science, Business & Technology, Honors
Anne Hunt Fink Anne Hunt Fink's J.P. Morgan Asset Management Experience September 2013 - Present
Job Senior Investment Management & Capital Markets Professional
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2013 - Present
BRIGHTWATER CAPITAL MANAGEMENT December 2004 - September 2009
WESTLB AG July 2000 - December 2004
CHASE ASSET MANAGEMENT August 1998 - June 2000
Chase Manhattan Bank January 1990 - July 1998
ARTHUR ANDERSEN & CO October 1988 - January 1990
Skills
Fixed Income, Investor Relations, Money Markets, Marketing, Commercial Paper, Relationship Management, New Business Development, Sales, Securitization, Capital Markets, Structured Finance, Trading, Money Market, Derivatives, Hedge Funds, FX Options, Securities, Structured Products, Bloomberg, Banking, Business Development
Education
New York University, Stern School of Business
Master of Business Administration
Georgetown University
Bachelor of Science
J.P. Morgan Asset Management September 2013 - Present
BRIGHTWATER CAPITAL MANAGEMENT December 2004 - September 2009
WESTLB AG July 2000 - December 2004
CHASE ASSET MANAGEMENT August 1998 - June 2000
Chase Manhattan Bank January 1990 - July 1998
ARTHUR ANDERSEN & CO October 1988 - January 1990
Skills
Fixed Income, Investor Relations, Money Markets, Marketing, Commercial Paper, Relationship Management, New Business Development, Sales, Securitization, Capital Markets, Structured Finance, Trading, Money Market, Derivatives, Hedge Funds, FX Options, Securities, Structured Products, Bloomberg, Banking, Business Development
Education
New York University, Stern School of Business
Master of Business Administration
Georgetown University
Bachelor of Science
Gray Stangler Gray Stangler's J.P. Morgan Asset Management Experience August 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Admiral Administration Ltd 2013 - 2013
Graham Capital Management June 2012 - August 2012
Georgetown University Student Investment Fund January 2012 - May 2012
Graham Capital Management June 2011 - August 2011
Skills
Economics
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Political Economy
Brunswick School 2001 — 2010
High School Diploma
J.P. Morgan Asset Management August 2014 - Present
Admiral Administration Ltd 2013 - 2013
Graham Capital Management June 2012 - August 2012
Georgetown University Student Investment Fund January 2012 - May 2012
Graham Capital Management June 2011 - August 2011
Skills
Economics
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Political Economy
Brunswick School 2001 — 2010
High School Diploma
Braden Rotberg Braden Rotberg's J.P. Morgan Asset Management Experience April 2011 - June 2013
Job Investment Analyst at Federated Investors
Industry Investment Management
Experience
The Wharton School August 2013 - June 2015
Tau Investment Management September 2014 - December 2014
Peter J. Solomon Company June 2014 - August 2014
J.P. Morgan Asset Management April 2011 - June 2013
Markit April 2010 - April 2011
Thomson Reuters January 2010 - April 2010
Thomson Reuters July 2008 - January 2010
Skills
Bloomberg, Investments, Corporate Finance, Financial Modeling, Fixed Income, Portfolio Management, Excel, Equities, Derivatives, Equity Research, Trading, Asset Allocation, Valuation, Emerging Markets, Thomson One, Industry Analysis, Capital Markets, Securities, Financial Analysis, Asset Management, Economics, Market Research, Options, Quantitative Analysis, Cash Flow, Commodities, Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Entrepreneurial Management
INSEAD
Post MBA Exchange Program
University of Virginia 2004 — 2008
Bachelor's Degree, Economics
The Wharton School August 2013 - June 2015
Tau Investment Management September 2014 - December 2014
Peter J. Solomon Company June 2014 - August 2014
J.P. Morgan Asset Management April 2011 - June 2013
Markit April 2010 - April 2011
Thomson Reuters January 2010 - April 2010
Thomson Reuters July 2008 - January 2010
Skills
Bloomberg, Investments, Corporate Finance, Financial Modeling, Fixed Income, Portfolio Management, Excel, Equities, Derivatives, Equity Research, Trading, Asset Allocation, Valuation, Emerging Markets, Thomson One, Industry Analysis, Capital Markets, Securities, Financial Analysis, Asset Management, Economics, Market Research, Options, Quantitative Analysis, Cash Flow, Commodities, Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Entrepreneurial Management
INSEAD
Post MBA Exchange Program
University of Virginia 2004 — 2008
Bachelor's Degree, Economics
Muness Castle Muness Castle's J.P. Morgan Asset Management Experience February 2015 - Present
Job Make decisions based on data!
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management February 2015 - Present
Castle Consulting January 2014 - January 2015
LivingSocial November 2012 - December 2013
Relevance August 2007 - November 2012
ThoughtWorks June 2006 - August 2007
Chemical Abstract Services June 2005 - June 2006
Franklin University 2005 - 2006
MindLeaders March 2004 - June 2005
Leach Consulting Services February 1996 - August 2003
Skills
Agile Methodologies, Ruby, Ruby on Rails, Software Development, TDD, Scrum, Java, JavaScript, Agile Project Management, SDLC, SQL, Subversion, Maintaining Strong..., Facilitations, Test Driven Development, OOP, .NET, Spring, Enterprise Architecture, Web Services, Cloud Computing, Linux, Software Engineering, Continuous Integration, Git, Integration, SOA, Web Applications, Testing, Python, XML, Open Source, Architecture, Distributed Systems, Software Design, AJAX, jQuery, Web Development, Programming, Unix, Design Patterns, MySQL, Facilitation, Data Warehousing, Data Modeling, Spring Framework
Education
Franklin University 2002 — 2004
MS, Computer Science
Franklin University 1994 — 1997
BS, Computer Science
J.P. Morgan Asset Management February 2015 - Present
Castle Consulting January 2014 - January 2015
LivingSocial November 2012 - December 2013
Relevance August 2007 - November 2012
ThoughtWorks June 2006 - August 2007
Chemical Abstract Services June 2005 - June 2006
Franklin University 2005 - 2006
MindLeaders March 2004 - June 2005
Leach Consulting Services February 1996 - August 2003
Skills
Agile Methodologies, Ruby, Ruby on Rails, Software Development, TDD, Scrum, Java, JavaScript, Agile Project Management, SDLC, SQL, Subversion, Maintaining Strong..., Facilitations, Test Driven Development, OOP, .NET, Spring, Enterprise Architecture, Web Services, Cloud Computing, Linux, Software Engineering, Continuous Integration, Git, Integration, SOA, Web Applications, Testing, Python, XML, Open Source, Architecture, Distributed Systems, Software Design, AJAX, jQuery, Web Development, Programming, Unix, Design Patterns, MySQL, Facilitation, Data Warehousing, Data Modeling, Spring Framework
Education
Franklin University 2002 — 2004
MS, Computer Science
Franklin University 1994 — 1997
BS, Computer Science
Anoop Deshpande Anoop Deshpande's J.P. Morgan Asset Management Experience March 2015 - Present
Job Vice President at JPM Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Morgan Stanley January 2007 - March 2015
Thomson Reuters June 2001 - December 2006
MetLife October 1999 - May 2001
NIIT Limited June 1999 - October 1999
CMC LTD June 1996 - March 1999
Skills
Big Data Analytics, Database Design, Databases, Integration, Enterprise Architecture, Vendor Management, SDLC, Business Analysis, IT Strategy, Program Management, Requirements Analysis, Project Management, Risk Management, Team Management, Resource Management, PMP, Software Project...
Education
University of Pune 1994 — 1996
Masters in Business Administration, Computer Science, Marketing
Kolhapur University 1990 — 1994
Bachelors in Engineering, Mechanical
Fergusson College 1987 — 1989
High School & Junior College, Maths and Science
J.P. Morgan Asset Management March 2015 - Present
Morgan Stanley January 2007 - March 2015
Thomson Reuters June 2001 - December 2006
MetLife October 1999 - May 2001
NIIT Limited June 1999 - October 1999
CMC LTD June 1996 - March 1999
Skills
Big Data Analytics, Database Design, Databases, Integration, Enterprise Architecture, Vendor Management, SDLC, Business Analysis, IT Strategy, Program Management, Requirements Analysis, Project Management, Risk Management, Team Management, Resource Management, PMP, Software Project...
Education
University of Pune 1994 — 1996
Masters in Business Administration, Computer Science, Marketing
Kolhapur University 1990 — 1994
Bachelors in Engineering, Mechanical
Fergusson College 1987 — 1989
High School & Junior College, Maths and Science
Alec Bartimer Alec Bartimer's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Northwestern Mutual June 2014 - August 2014
Chi Psi Fraternity August 2013 - January 2014
Davis Concessions - Minnesota State Fair August 2010 - September 2013
Westchester Country Club May 2013 - August 2013
Ellington Management Group June 2011 - August 2011
Skills
Event Planning, Public Speaking, Microsoft Excel, SPSS, Editing, Tutoring, Social Media, Facebook, Team Leadership, Team Building, Spanish, Investments
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics and Spanish
IES Abroad 2015 — 2015
Spanish Language and Literature, Spain Economics and the European Union, and Spanish Film
Universidad Complutense de Madrid 2015 — 2015
Marketing
Hopkins School - New Haven, CT 2008 — 2012
High School
Greens Farms Academy - Westport, CT 2005 — 2008
J.P. Morgan Asset Management June 2015 - August 2015
Northwestern Mutual June 2014 - August 2014
Chi Psi Fraternity August 2013 - January 2014
Davis Concessions - Minnesota State Fair August 2010 - September 2013
Westchester Country Club May 2013 - August 2013
Ellington Management Group June 2011 - August 2011
Skills
Event Planning, Public Speaking, Microsoft Excel, SPSS, Editing, Tutoring, Social Media, Facebook, Team Leadership, Team Building, Spanish, Investments
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics and Spanish
IES Abroad 2015 — 2015
Spanish Language and Literature, Spain Economics and the European Union, and Spanish Film
Universidad Complutense de Madrid 2015 — 2015
Marketing
Hopkins School - New Haven, CT 2008 — 2012
High School
Greens Farms Academy - Westport, CT 2005 — 2008
Clayton Hall Clayton Hall's J.P. Morgan Asset Management Experience June 2014 - Present
Job Vice President Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - Present
Goldman Sachs Asset Management September 2011 - May 2014
Goldman Sachs Asset Management August 2009 - August 2011
Delaware Investments June 2008 - July 2009
Education
Georgetown University
B.S. Business Administration, Finance
Upper Arlington
J.P. Morgan Asset Management June 2014 - Present
Goldman Sachs Asset Management September 2011 - May 2014
Goldman Sachs Asset Management August 2009 - August 2011
Delaware Investments June 2008 - July 2009
Education
Georgetown University
B.S. Business Administration, Finance
Upper Arlington
Sydney Recchia Sydney Recchia's J.P. Morgan Asset Management Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
PPL Corporation May 2014 - August 2014
Cedar Fair Entertainment Company May 2013 - August 2013
Skills
Financial Analysis, Client Relations, Accounting, Corporate Finance, Accounts Receivable, Salesforce.com, Bloomberg Terminal, Microsoft Excel, PowerPoint, Time Management, Critical Thinking, Analysis
Education
Fordham University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Applied Accounting and Finance, 3.7 GPA
J.P. Morgan Asset Management June 2015 - Present
PPL Corporation May 2014 - August 2014
Cedar Fair Entertainment Company May 2013 - August 2013
Skills
Financial Analysis, Client Relations, Accounting, Corporate Finance, Accounts Receivable, Salesforce.com, Bloomberg Terminal, Microsoft Excel, PowerPoint, Time Management, Critical Thinking, Analysis
Education
Fordham University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Applied Accounting and Finance, 3.7 GPA
Eric Luebchow Eric Luebchow's J.P. Morgan Asset Management Experience June 2013 - August 2013
Job Equity Research Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
J.P. Morgan July 2008 - July 2012
Skills
Investment Management, Credit Analysis, Financial Modeling, Financial Accounting, Debt Restructuring, Investment Banking, Structured Finance, Bonds, Valuation, Fixed Income, Bloomberg, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Finance and Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
J.P. Morgan July 2008 - July 2012
Skills
Investment Management, Credit Analysis, Financial Modeling, Financial Accounting, Debt Restructuring, Investment Banking, Structured Finance, Bonds, Valuation, Fixed Income, Bloomberg, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Finance and Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Robert Stano, CFA, CPA Robert Stano, CFA, CPA's J.P. Morgan Asset Management Experience September 2003 - June 2011
Job Controller at Quadrant Capital Advisors
Industry Accounting
Experience
Quadrant Capital Advisors Asst. ControllerStrategic Value PartnersJune 2011 - March 2013
J.P. Morgan Asset Management September 2003 - June 2011
KPMG, LLP September 2000 - September 2003
Skills
Auditing, Financial Modeling, Internal Controls, Due Diligence, Portfolio Management, Valuation, US GAAP, Financial Analysis, Tax, Financial Services, Mergers & Acquisitions, Asset Management, Hedge Funds, Private Equity
Education
Fairfield University 1996 — 2000
B.S., Accounting w/minor in Information Systems
Quadrant Capital Advisors Asst. ControllerStrategic Value PartnersJune 2011 - March 2013
J.P. Morgan Asset Management September 2003 - June 2011
KPMG, LLP September 2000 - September 2003
Skills
Auditing, Financial Modeling, Internal Controls, Due Diligence, Portfolio Management, Valuation, US GAAP, Financial Analysis, Tax, Financial Services, Mergers & Acquisitions, Asset Management, Hedge Funds, Private Equity
Education
Fairfield University 1996 — 2000
B.S., Accounting w/minor in Information Systems
Jason Castelluccio Jason Castelluccio's J.P. Morgan Asset Management Experience April 2013 - Present
Job Executive Director, Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2013 - Present
Davis Advisors March 2008 - October 2012
Smith Barney April 2003 - March 2008
Medco Health Solutions June 2000 - March 2003
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration, Concentration in Finance
University of Delaware 1996 — 2000
Bachelor of Science degree in Business Administration, Concentration in Finance with a minor in Economics
J.P. Morgan Asset Management April 2013 - Present
Davis Advisors March 2008 - October 2012
Smith Barney April 2003 - March 2008
Medco Health Solutions June 2000 - March 2003
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration, Concentration in Finance
University of Delaware 1996 — 2000
Bachelor of Science degree in Business Administration, Concentration in Finance with a minor in Economics
Katrina Copney Katrina Copney's J.P. Morgan Asset Management Experience December 2014 - Present
Job Associate at JPMorgan Chase & Co.
Industry Investment Management
Experience
J.P. Morgan Asset Management December 2014 - Present
Axiom May 2014 - December 2014
Milbank, Tweed, Hadley & McCloy LLP January 2011 - November 2013
Credit Suisse January 2013 - September 2013
Sanctuary for Families January 2011 - April 2011
Sutherland Asbill & Brennan LLP May 2008 - July 2008
New Line Cinema May 2006 - August 2006
Skills
Legal Research, Legal Writing, Commercial Litigation, Restructuring, Civil Litigation, Securities Regulation, Bankruptcy, Trials, Due Diligence, Litigation, Corporate Governance, Arbitration, Securities
Education
Harvard Law School 2007 — 2010
J.D., Law
Spelman College 2003 — 2007
B.A., Psychology
J.P. Morgan Asset Management December 2014 - Present
Axiom May 2014 - December 2014
Milbank, Tweed, Hadley & McCloy LLP January 2011 - November 2013
Credit Suisse January 2013 - September 2013
Sanctuary for Families January 2011 - April 2011
Sutherland Asbill & Brennan LLP May 2008 - July 2008
New Line Cinema May 2006 - August 2006
Skills
Legal Research, Legal Writing, Commercial Litigation, Restructuring, Civil Litigation, Securities Regulation, Bankruptcy, Trials, Due Diligence, Litigation, Corporate Governance, Arbitration, Securities
Education
Harvard Law School 2007 — 2010
J.D., Law
Spelman College 2003 — 2007
B.A., Psychology
Tiffany Perkins-Munn, Ph.D. Tiffany Perkins-Munn, Ph.D.'s J.P. Morgan Asset Management Experience August 2015 - Present
Job Global Head of Client Analytics | J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
Taylor Ranney Taylor Ranney's J.P. Morgan Asset Management Experience July 2015 - Present
Job Associate, Client Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2012 - June 2015
J.P. Morgan Asset Management June 2011 - August 2011
de Visscher & Co. October 2010 - April 2011
Country Club of Fairfield May 2009 - September 2010
Skills
Investment Management, Investment Banking, Financial Modeling, Bloomberg, Valuation, Investments, Fixed Income
Education
Fairfield University 2010 — 2011
Masters, Finance
Marist College 2006 — 2010
Bachelors, Business Administration - Finance
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2012 - June 2015
J.P. Morgan Asset Management June 2011 - August 2011
de Visscher & Co. October 2010 - April 2011
Country Club of Fairfield May 2009 - September 2010
Skills
Investment Management, Investment Banking, Financial Modeling, Bloomberg, Valuation, Investments, Fixed Income
Education
Fairfield University 2010 — 2011
Masters, Finance
Marist College 2006 — 2010
Bachelors, Business Administration - Finance
Glen Racine Glen Racine's J.P. Morgan Asset Management Experience April 2012 - Present
Job Vice President J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management April 2012 - Present
J.P. Morgan January 2006 - April 2012
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Derivatives, Proposal Writing, Asset Management, Management, Team Leadership, Bloomberg, Credit Derivatives, Capital Markets, Investment Banking, Series 7, Structured Products
Education
Fordham University 1990 — 1994
Bachelor of Arts (B.A.), Comparative Literature, Summa Cum Laude
J.P. Morgan Asset Management April 2012 - Present
J.P. Morgan January 2006 - April 2012
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Derivatives, Proposal Writing, Asset Management, Management, Team Leadership, Bloomberg, Credit Derivatives, Capital Markets, Investment Banking, Series 7, Structured Products
Education
Fordham University 1990 — 1994
Bachelor of Arts (B.A.), Comparative Literature, Summa Cum Laude
Estefania Chuecos Estefania Chuecos's J.P. Morgan Asset Management Experience January 2015 - Present
Job Offshore Client Advisor
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Morgan Stanley Smith Barney February 2008 - September 2010
Citi Smith Barney September 2007 - December 2007
Education
Academy of Healing Nutrition 2013 — 2014
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Florida International University 2004 — 2007
Bachelor of Business Administration, Finance
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Morgan Stanley Smith Barney February 2008 - September 2010
Citi Smith Barney September 2007 - December 2007
Education
Academy of Healing Nutrition 2013 — 2014
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Florida International University 2004 — 2007
Bachelor of Business Administration, Finance
Sarah Gratwick Sarah Gratwick's J.P. Morgan Asset Management Experience June 2014 - Present
Job Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan 2011 - June 2014
Skills
Equities, Financial Analysis
Education
Georgetown University 2007 — 2011
B.A., Economics
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan 2011 - June 2014
Skills
Equities, Financial Analysis
Education
Georgetown University 2007 — 2011
B.A., Economics
Kyle Trainor Kyle Trainor's J.P. Morgan Asset Management Experience April 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan April 2014 - Present
DMi Partners April 2013 - April 2014
TelAmerica Media January 2013 - April 2013
Resource America. Inc. March 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Teamwork, Research, Social Media, Customer Service, Public Speaking, English, Event Planning, Social Networking, Leadership, Data Entry, HTML, Windows, Time Management, Photoshop, Java, Valuation, Appraisals, SQL, Real Estate, Asset Management, Social Media Marketing, LEED Green Associate
Education
Drexel University 2008 — 2013
Bachelor of Science (B.S.), Economics
Pocono
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan April 2014 - Present
DMi Partners April 2013 - April 2014
TelAmerica Media January 2013 - April 2013
Resource America. Inc. March 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Teamwork, Research, Social Media, Customer Service, Public Speaking, English, Event Planning, Social Networking, Leadership, Data Entry, HTML, Windows, Time Management, Photoshop, Java, Valuation, Appraisals, SQL, Real Estate, Asset Management, Social Media Marketing, LEED Green Associate
Education
Drexel University 2008 — 2013
Bachelor of Science (B.S.), Economics
Pocono
Steven Kennedy, CAIA Steven Kennedy, CAIA's J.P. Morgan Asset Management Experience August 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2015 - Present
Georgetown University's McDonough School of Business August 2013 - May 2015
IFC - International Finance Corporation December 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Moody's Corporation June 2010 - June 2013
Channel Capital Group LLC (CCG) June 2008 - June 2010
Skills
Hedge Funds, Fixed Income, Alternative Investments, Credit Risk, Financial Services, Risk Management, Private Equity, Product Development, Credit, Debt Capital Markets, Business Development, Client Service, Valuation, Product Marketing, Financial Modeling, Counterparty Risk, Business Planning, Forecasting, Treasury Planning, Negotiation, Institutional Sales, Product Management, Strategic Partnerships, Product Strategy, Corporate Finance, Renewable Energy, Capital Markets
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy
Providence College 2003 — 2007
Bachelors - Business Management, Finance, General
Gonzaga College High School 1999 — 2003
Chartered Alternative Investment Analyst (CAIA)
J.P. Morgan Asset Management August 2015 - Present
Georgetown University's McDonough School of Business August 2013 - May 2015
IFC - International Finance Corporation December 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Moody's Corporation June 2010 - June 2013
Channel Capital Group LLC (CCG) June 2008 - June 2010
Skills
Hedge Funds, Fixed Income, Alternative Investments, Credit Risk, Financial Services, Risk Management, Private Equity, Product Development, Credit, Debt Capital Markets, Business Development, Client Service, Valuation, Product Marketing, Financial Modeling, Counterparty Risk, Business Planning, Forecasting, Treasury Planning, Negotiation, Institutional Sales, Product Management, Strategic Partnerships, Product Strategy, Corporate Finance, Renewable Energy, Capital Markets
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy
Providence College 2003 — 2007
Bachelors - Business Management, Finance, General
Gonzaga College High School 1999 — 2003
Chartered Alternative Investment Analyst (CAIA)
Johnnie Grandizio's J.P. Morgan Asset Management Experience May 2015 - Present
Job JP Morgan Chase Co.
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan 2013 - May 2015
Scottrade July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Finance, Analysis, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Investments, Teamwork, Strategic Planning, Portfolio Management, Management, Sales, Fixed Income, Integrated Marketing, Banking, Bloomberg, Asset Management, Financial Services, Research, Relationship Management, Public Speaking, Equities
Education
Immaculata University 2009 — 2013
Bachelor's degree, Finance, General, 3.73
Immaculata University 2009 — 2013
Bachelor's degree, Business Administration and Management, General, 3.73
Salesianum School 2005 — 2009
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan 2013 - May 2015
Scottrade July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Finance, Analysis, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Investments, Teamwork, Strategic Planning, Portfolio Management, Management, Sales, Fixed Income, Integrated Marketing, Banking, Bloomberg, Asset Management, Financial Services, Research, Relationship Management, Public Speaking, Equities
Education
Immaculata University 2009 — 2013
Bachelor's degree, Finance, General, 3.73
Immaculata University 2009 — 2013
Bachelor's degree, Business Administration and Management, General, 3.73
Salesianum School 2005 — 2009
Jonathan Bonin's J.P. Morgan Asset Management Experience December 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Fordham Student Managed Fund August 2012 - December 2012
Goldman Sachs June 2012 - August 2012
Fordham Student Managed Fund January 2012 - June 2012
Fidelity Asset Management May 2011 - August 2011
Deutsche Bank 2011 - 2011
Skills
Financial Modeling, Business Process Mapping, Regression Analysis, CRM, ETFs, Bloomberg Terminal, Writing, Portfolio Management, Portfolio Optimization, Modern Portfolio Theory..., Public Speaking, Fixed Income, Bloomberg, Valuation, Investment Banking, Equities, Financial Analysis, Access, Risk Management, Corporate Finance, Microsoft Excel, PowerPoint
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Major in Finance
Scranton Prep
J.P. Morgan Asset Management December 2014 - Present
Fordham Student Managed Fund August 2012 - December 2012
Goldman Sachs June 2012 - August 2012
Fordham Student Managed Fund January 2012 - June 2012
Fidelity Asset Management May 2011 - August 2011
Deutsche Bank 2011 - 2011
Skills
Financial Modeling, Business Process Mapping, Regression Analysis, CRM, ETFs, Bloomberg Terminal, Writing, Portfolio Management, Portfolio Optimization, Modern Portfolio Theory..., Public Speaking, Fixed Income, Bloomberg, Valuation, Investment Banking, Equities, Financial Analysis, Access, Risk Management, Corporate Finance, Microsoft Excel, PowerPoint
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Major in Finance
Scranton Prep
Helen Froyan , MBA Helen Froyan , MBA's J.P. Morgan Asset Management Experience April 2014 - April 2015
Job Manager, Client Reporting at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income April 2015 - Present
J.P. Morgan Asset Management April 2014 - April 2015
Envestnet, Inc July 2013 - March 2014
Prudential Financial January 2007 - June 2013
Travelport July 2005 - December 2006
Chauncey Group International September 1998 - June 2005
Skills
Analysis, Data Analysis, Budgets, Leadership, Project Management, Competitive Analysis, Investments, Program Management, Cross-functional Team..., Testing, Mergers & Acquisitions, Time Management, Research, Risk Assessment, Data Mining, Statistical Modeling, Process Management, Quality Control, Statistical Data..., Production Efficiency
Education
Excelsior College 2009 — 2011
Master of Business Administration (MBA), Managing in the Global Environment
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1998
Bachelor of Arts (BA), BioMathematics
Prudential Fixed Income April 2015 - Present
J.P. Morgan Asset Management April 2014 - April 2015
Envestnet, Inc July 2013 - March 2014
Prudential Financial January 2007 - June 2013
Travelport July 2005 - December 2006
Chauncey Group International September 1998 - June 2005
Skills
Analysis, Data Analysis, Budgets, Leadership, Project Management, Competitive Analysis, Investments, Program Management, Cross-functional Team..., Testing, Mergers & Acquisitions, Time Management, Research, Risk Assessment, Data Mining, Statistical Modeling, Process Management, Quality Control, Statistical Data..., Production Efficiency
Education
Excelsior College 2009 — 2011
Master of Business Administration (MBA), Managing in the Global Environment
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1998
Bachelor of Arts (BA), BioMathematics
Nicole D'Souza Nicole D'Souza's J.P. Morgan Asset Management Experience July 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Legg Mason September 2012 - December 2012
UBS Global Asset Management June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Sarah Hall Productions January 2011 - May 2011
Education
Fordham University 2009 — 2013
Finance
J.P. Morgan Asset Management July 2013 - Present
Legg Mason September 2012 - December 2012
UBS Global Asset Management June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Sarah Hall Productions January 2011 - May 2011
Education
Fordham University 2009 — 2013
Finance
Maria del Carmen Aveledo Maria del Carmen Aveledo's J.P. Morgan Asset Management Experience July 2011 - July 2013
Job Operations Intern at DonorsChoose.org
Industry Financial Services
Experience
DonorsChoose.org June 2015 - August 2015
Impact Hub Network August 2013 - June 2014
Universidad Metropolitana - UNIMET August 2013 - June 2014
J.P. Morgan Asset Management July 2011 - July 2013
Hoya Kids Preschool September 2010 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Valuation, Fixed Income, Bloomberg, Equities, Foreign Languages, Investments, Investment Banking, Management, Microsoft Office, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Undergraduate, Management
DonorsChoose.org June 2015 - August 2015
Impact Hub Network August 2013 - June 2014
Universidad Metropolitana - UNIMET August 2013 - June 2014
J.P. Morgan Asset Management July 2011 - July 2013
Hoya Kids Preschool September 2010 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Valuation, Fixed Income, Bloomberg, Equities, Foreign Languages, Investments, Investment Banking, Management, Microsoft Office, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Undergraduate, Management
Daniel Jayson Daniel Jayson's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Incoming Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Resorts World Genting June 2014 - August 2014
The Legacy Agency 2013 - 2013
Skills
Microsoft Excel, Photoshop, Teamwork, Leadership, Public Speaking, Microsoft Office
Education
Georgetown University 2012 — 2016
BSBA, Finance and Management
J.P. Morgan Asset Management June 2015 - August 2015
Resorts World Genting June 2014 - August 2014
The Legacy Agency 2013 - 2013
Skills
Microsoft Excel, Photoshop, Teamwork, Leadership, Public Speaking, Microsoft Office
Education
Georgetown University 2012 — 2016
BSBA, Finance and Management
Gustavo Leal de Carvalho's J.P. Morgan Asset Management Experience March 2011 - January 2012
Job Analyst at IFC Asset Management Company
Industry Financial Services
Experience
IFC Asset Management Company June 2014 - Present
IFC - International Finance Corporation January 2012 - May 2014
J.P. Morgan Asset Management March 2011 - January 2012
Credit Suisse September 2010 - March 2011
Skills
Credit Analysis, Corporate Finance, Financial Modeling, Portfolio Management, Valuation
Education
Fundação Getulio Vargas 2007 — 2011
Bachelor's degree, Accounting and Finance
IFC Asset Management Company June 2014 - Present
IFC - International Finance Corporation January 2012 - May 2014
J.P. Morgan Asset Management March 2011 - January 2012
Credit Suisse September 2010 - March 2011
Skills
Credit Analysis, Corporate Finance, Financial Modeling, Portfolio Management, Valuation
Education
Fundação Getulio Vargas 2007 — 2011
Bachelor's degree, Accounting and Finance
Jaime Steinhardt Jaime Steinhardt's J.P. Morgan Asset Management Experience July 2012 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Georgetown University Investment Office September 2009 - May 2012
Global Platinum Securities 2009 - 2012
JP Morgan Asset Management 2010 - 2011
GF Capital Management and Advisors May 2009 - August 2009
Education
Georgetown University 2008 — 2012
Economics, French
The Chapin School 1999 — 2008
J.P. Morgan Asset Management July 2012 - Present
Georgetown University Investment Office September 2009 - May 2012
Global Platinum Securities 2009 - 2012
JP Morgan Asset Management 2010 - 2011
GF Capital Management and Advisors May 2009 - August 2009
Education
Georgetown University 2008 — 2012
Economics, French
The Chapin School 1999 — 2008
Claire Colahan Claire Colahan's J.P. Morgan Asset Management Experience September 2015 - Present
Job Financial Analysis at JPMorgan
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase August 2013 - August 2015
Kappa Alpha Theta Fraternity January 2012 - January 2013
Mayor's Office of New York City - New Business Acceleration Team May 2012 - August 2012
Nassau County Clerk's Office May 2011 - August 2011
Skills
Public Policy, Banking, Financial Services, Budgets, Finance, Access, Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (BA), Public Policy Analysis
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase August 2013 - August 2015
Kappa Alpha Theta Fraternity January 2012 - January 2013
Mayor's Office of New York City - New Business Acceleration Team May 2012 - August 2012
Nassau County Clerk's Office May 2011 - August 2011
Skills
Public Policy, Banking, Financial Services, Budgets, Finance, Access, Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (BA), Public Policy Analysis
Thomas Swaney Thomas Swaney's J.P. Morgan Asset Management Experience 2010 - 2013
Job Head of Alternative Investments / Fixed Income
Industry Investment Management
Experience
Pioneer Investments 2013 - Present
J.P. Morgan Asset Management 2010 - 2013
OppenheimerFunds 2002 - 2009
Morgan Stanley Investment Management 1998 - 2002
CMS Companies 1996 - 1998
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds
Education
Indiana University - Kelley School of Business
M.S., Finance
The Pennsylvania State University
M.B.A., Corporate Financial Analysis
University of Alabama
B.S., Culverhouse School of Accountancy
Pioneer Investments 2013 - Present
J.P. Morgan Asset Management 2010 - 2013
OppenheimerFunds 2002 - 2009
Morgan Stanley Investment Management 1998 - 2002
CMS Companies 1996 - 1998
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds
Education
Indiana University - Kelley School of Business
M.S., Finance
The Pennsylvania State University
M.B.A., Corporate Financial Analysis
University of Alabama
B.S., Culverhouse School of Accountancy
Sarah Hardin Sarah Hardin's J.P. Morgan Asset Management Experience December 2014 - Present
Job Investment Management Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management December 2014 - Present
Voya Investment Management August 2013 - December 2014
ING April 2012 - September 2013
ING May 2010 - April 2012
Earthen Glow Minerals April 2009 - May 2009
Skills
Business Analysis, Corporate Finance, Finance, Financial Risk, Financial Analysis, Banking, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration; Finance, Minor in Economics
J.P. Morgan Asset Management December 2014 - Present
Voya Investment Management August 2013 - December 2014
ING April 2012 - September 2013
ING May 2010 - April 2012
Earthen Glow Minerals April 2009 - May 2009
Skills
Business Analysis, Corporate Finance, Finance, Financial Risk, Financial Analysis, Banking, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration; Finance, Minor in Economics
Robert Bruner Robert Bruner's J.P. Morgan Asset Management Experience March 2014 - Present
Job Associate Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
John Hancock Financial Services June 2013 - March 2014
UBS Wealth Management May 2012 - August 2012
Robert C. Bruner Law Office January 2011 - May 2012
Education
Florida State University 2011 — 2013
Accounting and Finance
University of South Carolina Upstate 2009 — 2011
Finance, General
J.P. Morgan Asset Management March 2014 - Present
John Hancock Financial Services June 2013 - March 2014
UBS Wealth Management May 2012 - August 2012
Robert C. Bruner Law Office January 2011 - May 2012
Education
Florida State University 2011 — 2013
Accounting and Finance
University of South Carolina Upstate 2009 — 2011
Finance, General
Ana Marie Jaramillo Ana Marie Jaramillo's J.P. Morgan Asset Management Experience June 2015 - Present
Job Vice President, Global Business Transformation at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
KPMG Advisory September 2010 - June 2015
BB&T December 2008 - September 2010
BB&T July 2008 - December 2008
Education
Elon University 2004 — 2008
Bachelor of Science, Business, Finance and Economics
AIP
ISP
J.P. Morgan Asset Management June 2015 - Present
KPMG Advisory September 2010 - June 2015
BB&T December 2008 - September 2010
BB&T July 2008 - December 2008
Education
Elon University 2004 — 2008
Bachelor of Science, Business, Finance and Economics
AIP
ISP
Dwanda Murphy,MBA's J.P. Morgan Asset Management Experience February 2015 - Present
Job Business Quality Control Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management February 2015 - Present
BMO Financial Group September 2014 - February 2015
BMO Harris Bank July 2013 - August 2014
J.P. Morgan July 2012 - July 2013
First Savings Bank November 2005 - July 2012
First Savings Bank of Hegewisch November 2001 - November 2005
Hsbc October 1999 - November 2001
Skills
Small Business Lending, Financial Analysis, Retail Banking, Customer Service, Commercial Lending, Banking, Sales, Loans, Mortgage Lending, Credit Analysis, Credit, Commercial Banking, Consumer Lending, Lines Of Credit, Microsoft Excel, Financial Risk, Financial Services, Underwriting, Leadership, Risk Management, Relationship Management
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Northeastern Illinois University 1996 — 1999
BS Psychology, Psychology, Social Work
Illinois State University 1993 — 1995
Psychology
J.P. Morgan Asset Management February 2015 - Present
BMO Financial Group September 2014 - February 2015
BMO Harris Bank July 2013 - August 2014
J.P. Morgan July 2012 - July 2013
First Savings Bank November 2005 - July 2012
First Savings Bank of Hegewisch November 2001 - November 2005
Hsbc October 1999 - November 2001
Skills
Small Business Lending, Financial Analysis, Retail Banking, Customer Service, Commercial Lending, Banking, Sales, Loans, Mortgage Lending, Credit Analysis, Credit, Commercial Banking, Consumer Lending, Lines Of Credit, Microsoft Excel, Financial Risk, Financial Services, Underwriting, Leadership, Risk Management, Relationship Management
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Northeastern Illinois University 1996 — 1999
BS Psychology, Psychology, Social Work
Illinois State University 1993 — 1995
Psychology
Raleigh Peters, CIMA® Raleigh Peters, CIMA®'s J.P. Morgan Asset Management Experience May 2013 - Present
Job Managing Director, JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan August 2010 - May 2013
PPB Advisors LLC August 2009 - July 2010
American Funds November 2007 - July 2009
American Funds November 2004 - November 2007
Federated Investors June 1995 - November 2004
Education
Grove City College 1991 — 1995
Bachelor of Science, Finance, Philosophy
Eastern University 2006 — 2008
MBA, Business Management
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan August 2010 - May 2013
PPB Advisors LLC August 2009 - July 2010
American Funds November 2007 - July 2009
American Funds November 2004 - November 2007
Federated Investors June 1995 - November 2004
Education
Grove City College 1991 — 1995
Bachelor of Science, Finance, Philosophy
Eastern University 2006 — 2008
MBA, Business Management
Allison Norell Allison Norell's J.P. Morgan Asset Management Experience August 2015 - Present
Job Product Marketing Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management January 2013 - August 2015
Macy's November 2012 - December 2012
Verizon Wireless June 2011 - August 2011
America Reads October 2009 - June 2011
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Marketing, Magna Cum Laude
Accademia Europea di Firenze
Watchung Hills Regional High School
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management January 2013 - August 2015
Macy's November 2012 - December 2012
Verizon Wireless June 2011 - August 2011
America Reads October 2009 - June 2011
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Marketing, Magna Cum Laude
Accademia Europea di Firenze
Watchung Hills Regional High School
Chris Simard Chris Simard's J.P. Morgan Asset Management Experience March 2015 - Present
Job Associate to CEO of Global Investment Management Clients
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
The LiftEd Project March 2014 - Present
J.P. Morgan September 2014 - March 2015
J.P. Morgan April 2013 - September 2014
J.P. Morgan July 2011 - April 2013
The Local Tap LLC January 2012 - November 2012
FakeLife Music LLC February 2012 - October 2012
Skills
Microsoft Excel, Budgets, Fundraising, Start-ups, Public Relations, Management, Investments, Marketing
Education
Gettysburg College
Bachelor of Arts, Organizational Psychology and Society
Belmont Hill School
Charles University
Transitional Economics, History
J.P. Morgan Asset Management March 2015 - Present
The LiftEd Project March 2014 - Present
J.P. Morgan September 2014 - March 2015
J.P. Morgan April 2013 - September 2014
J.P. Morgan July 2011 - April 2013
The Local Tap LLC January 2012 - November 2012
FakeLife Music LLC February 2012 - October 2012
Skills
Microsoft Excel, Budgets, Fundraising, Start-ups, Public Relations, Management, Investments, Marketing
Education
Gettysburg College
Bachelor of Arts, Organizational Psychology and Society
Belmont Hill School
Charles University
Transitional Economics, History
Kathryn Damon's J.P. Morgan Asset Management Experience March 2015 - Present
Job Associate Global Wealth Management at Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase August 2012 - March 2015
JPMorgan Chase January 2010 - August 2012
JPMorgan Chase January 2007 - January 2010
JPMorgan Chase April 2005 - January 2007
Chase 2003 - 2005
Skills
Banking, Loans, Credit, Mortgage Lending, Risk Management, User Acceptance Testing, Financial Services, Mortgage Banking, Portfolio Management, Credit Analysis, Retail Banking, Business Analysis, Consumer Lending, Training, Payments, Management, Call Centers, Leadership, Customer Service, Process Improvement, Finance, Financial Analysis
Education
Franklin University 2004 — 2008
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Franklin University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Franklin University 2004 — 2008
Bachelor of Science (BS), Organizational Leadership
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase August 2012 - March 2015
JPMorgan Chase January 2010 - August 2012
JPMorgan Chase January 2007 - January 2010
JPMorgan Chase April 2005 - January 2007
Chase 2003 - 2005
Skills
Banking, Loans, Credit, Mortgage Lending, Risk Management, User Acceptance Testing, Financial Services, Mortgage Banking, Portfolio Management, Credit Analysis, Retail Banking, Business Analysis, Consumer Lending, Training, Payments, Management, Call Centers, Leadership, Customer Service, Process Improvement, Finance, Financial Analysis
Education
Franklin University 2004 — 2008
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Franklin University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Franklin University 2004 — 2008
Bachelor of Science (BS), Organizational Leadership
Kelsey Germano Kelsey Germano's J.P. Morgan Asset Management Experience June 2015 - Present
Job Change Governance Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan Asset Management July 2013 - June 2015
Ball State University August 2010 - May 2013
JPMorgan Chase June 2012 - August 2012
Abercrombie and Fitch May 2010 - August 2010
Akron Aeros Baseball Stadium April 2006 - June 2006
Skills
PowerPoint, Social Media, Facebook, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Critical Thinking, Time Management, Quantitative Analytics, Outlook, Teamwork, Analysis, Training, Management
Education
Ball State University (Honors College) 2010 — 2013
Bachelor of Science (BS), Actuarial Science
Jackson High School 2006 — 2010
High School Diploma with Honors
Kent State University 2008 — 2010
Post Secondary
Hocking College
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan Asset Management July 2013 - June 2015
Ball State University August 2010 - May 2013
JPMorgan Chase June 2012 - August 2012
Abercrombie and Fitch May 2010 - August 2010
Akron Aeros Baseball Stadium April 2006 - June 2006
Skills
PowerPoint, Social Media, Facebook, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Critical Thinking, Time Management, Quantitative Analytics, Outlook, Teamwork, Analysis, Training, Management
Education
Ball State University (Honors College) 2010 — 2013
Bachelor of Science (BS), Actuarial Science
Jackson High School 2006 — 2010
High School Diploma with Honors
Kent State University 2008 — 2010
Post Secondary
Hocking College
Hayden Broberg's J.P. Morgan Asset Management Experience July 2014 - June 2015
Job Associate Operations Manager at Skedaddle
Industry Internet
Experience
Skedaddle July 2015 - Present
J.P. Morgan Asset Management July 2014 - June 2015
J.P. Morgan Asset Management May 2013 - August 2013
Value Retail June 2012 - August 2012
Target April 2010 - June 2010
Skills
French, Microsoft Excel, Final Cut Pro, Mandarin, Adobe Photodeluxe, Short Films, Political Science, Political Philosophy, InDesign, Film Production, Film Editing, Excel, Adobe Software
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Political Science & Cinema and Media Studies
Massachusetts Institute of Technology
Cross-Registration
Fudan University 2012 — 2012
Political Science & Mandarin
The Blake School 2003 — 2010
Skedaddle July 2015 - Present
J.P. Morgan Asset Management July 2014 - June 2015
J.P. Morgan Asset Management May 2013 - August 2013
Value Retail June 2012 - August 2012
Target April 2010 - June 2010
Skills
French, Microsoft Excel, Final Cut Pro, Mandarin, Adobe Photodeluxe, Short Films, Political Science, Political Philosophy, InDesign, Film Production, Film Editing, Excel, Adobe Software
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Political Science & Cinema and Media Studies
Massachusetts Institute of Technology
Cross-Registration
Fudan University 2012 — 2012
Political Science & Mandarin
The Blake School 2003 — 2010
Westley McGeoghegan's J.P. Morgan Asset Management Experience September 2015 - Present
Job Registered Associate
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
Fidelity Investments June 2015 - September 2015
Fidelity Investments March 2015 - June 2015
Fidelity Investments September 2014 - March 2015
Skills
Retail, Microsoft Office, Analytics, Customer Service, SharePoint, Office Administration, Sales, Microsoft Excel, Finance, Teamwork, Public Speaking, Financial Planning, Series 7, Investments, Securities, Economics
Education
Fitchburg State University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Senior
J.P. Morgan Asset Management September 2015 - Present
Fidelity Investments June 2015 - September 2015
Fidelity Investments March 2015 - June 2015
Fidelity Investments September 2014 - March 2015
Skills
Retail, Microsoft Office, Analytics, Customer Service, SharePoint, Office Administration, Sales, Microsoft Excel, Finance, Teamwork, Public Speaking, Financial Planning, Series 7, Investments, Securities, Economics
Education
Fitchburg State University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Senior
Edward Trafford Edward Trafford's J.P. Morgan Asset Management Experience October 2002 - August 2004
Job Equity Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2006 - Present
Invesco August 2004 - August 2006
J.P. Morgan Asset Management October 2002 - August 2004
J.P. Morgan Asset Management July 2000 - October 2002
Skills
Equities, Portfolio Management, Valuation, Mutual Funds, Equity Research, Asset Management, Investments, Equity Valuation, Investment Strategies, Bloomberg, Financial Modeling, Capital Markets, Asset Allocation, Alternative Investments, Investment Management, Competitive Analysis, mutual, valu, investm, financial mod, Financial Analysis, capital mar, Emerging Markets, Greater China, Commodity Markets, Business Strategy, Client Presentation, investment st, Tactical Asset..., Return on Investment, Portfolio Optimization, Industrial Sector, investment str, asset alloc, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Concentrations in Finance & Accounting
Duke University 1996 — 2000
Bachelor of Science (BS), Dual Degrees - Economics & Civil Engineering
Northern Trust August 2006 - Present
Invesco August 2004 - August 2006
J.P. Morgan Asset Management October 2002 - August 2004
J.P. Morgan Asset Management July 2000 - October 2002
Skills
Equities, Portfolio Management, Valuation, Mutual Funds, Equity Research, Asset Management, Investments, Equity Valuation, Investment Strategies, Bloomberg, Financial Modeling, Capital Markets, Asset Allocation, Alternative Investments, Investment Management, Competitive Analysis, mutual, valu, investm, financial mod, Financial Analysis, capital mar, Emerging Markets, Greater China, Commodity Markets, Business Strategy, Client Presentation, investment st, Tactical Asset..., Return on Investment, Portfolio Optimization, Industrial Sector, investment str, asset alloc, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Concentrations in Finance & Accounting
Duke University 1996 — 2000
Bachelor of Science (BS), Dual Degrees - Economics & Civil Engineering
Dennis Unrein's J.P. Morgan Asset Management Experience June 2013 - Present
Job Analyst J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Word, Social Media, Leadership, Analysis, Customer Service, Investments
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor’s Degree, Accounting and Finance
J.P. Morgan Asset Management June 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Word, Social Media, Leadership, Analysis, Customer Service, Investments
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor’s Degree, Accounting and Finance
Horacio Aguirre's J.P. Morgan Asset Management Experience June 2013 - Present
Job Capital Advisory Analyst at J.P. Morgan Asset Management
Industry Accounting
Experience
J.P. Morgan Asset Management June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
MGA Accountants & Consultants, Inc May 2008 - June 2012
Skills
Accounting
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Miami Dade College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
J.P. Morgan Asset Management June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
MGA Accountants & Consultants, Inc May 2008 - June 2012
Skills
Accounting
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Miami Dade College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Tom Preis, CFA Tom Preis, CFA's J.P. Morgan Asset Management Experience 2013 - 2014
Job Senior Associate at PwC
Industry Management Consulting
Experience
PwC 2014 - Present
J.P. Morgan Asset Management 2013 - 2014
Barclays 2009 - 2013
Skills
Valuation, Financial Modeling, Portfolio Management, Financial Statement..., Macroeconomics, Fixed Income, Equities, Alternative Investments, Derivatives, Project Management, Economic Research, RFPs
Education
Georgetown University 2005 — 2009
BA, Political Economy
Chaminade High School 2001 — 2005
PwC 2014 - Present
J.P. Morgan Asset Management 2013 - 2014
Barclays 2009 - 2013
Skills
Valuation, Financial Modeling, Portfolio Management, Financial Statement..., Macroeconomics, Fixed Income, Equities, Alternative Investments, Derivatives, Project Management, Economic Research, RFPs
Education
Georgetown University 2005 — 2009
BA, Political Economy
Chaminade High School 2001 — 2005
Alan Swihart Alan Swihart's J.P. Morgan Asset Management Experience December 2014 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - December 2014
Merrill Lynch September 2011 - June 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Customer Service, Windows, Access, Outlook, Research, Stata, Financial Accounting, Macroeconomics, Microeconomics, Technical Analysis, Data Analysis, Series 7, Series 63, Series 65, Fixed Income
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
J.P. Morgan Asset Management December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - December 2014
Merrill Lynch September 2011 - June 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Customer Service, Windows, Access, Outlook, Research, Stata, Financial Accounting, Macroeconomics, Microeconomics, Technical Analysis, Data Analysis, Series 7, Series 63, Series 65, Fixed Income
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
Casey Reinhart Casey Reinhart's J.P. Morgan Asset Management Experience July 2015 - Present
Job Banking Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
Sweetgreen May 2013 - August 2013
UBS May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Pie Sisters January 2012 - December 2012
Duxbury Rural and Historical Society June 2012 - August 2012
Self-employed February 2007 - August 2012
Deni Johnson Photography June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Time Management, Event Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S. in Business Administration, Finance and Marketing, Junior
University College Dublin 2013 — 2013
Bachelor of Commerce (BCom), Finance and Financial Management Services
Duxbury High School 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
Sweetgreen May 2013 - August 2013
UBS May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Pie Sisters January 2012 - December 2012
Duxbury Rural and Historical Society June 2012 - August 2012
Self-employed February 2007 - August 2012
Deni Johnson Photography June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Time Management, Event Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S. in Business Administration, Finance and Marketing, Junior
University College Dublin 2013 — 2013
Bachelor of Commerce (BCom), Finance and Financial Management Services
Duxbury High School 2007 — 2011
David Restrepo David Restrepo's J.P. Morgan Asset Management Experience June 2014 - Present
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - Present
The Calibre Group, Inc. June 2012 - June 2014
Bryn Mawr College January 2012 - May 2012
Trinity College, the University of Melbourne June 2011 - July 2011
U.S. Department of State July 2009 - August 2009
Skills
Research, Data Analysis, Editing, Private Banking, Financial Analysis, Microsoft Office, Excel, Word
Education
Haverford College 2008 — 2012
Bachelor of Arts (B.A.), Growth and Structure of Cities
Trinity College, the University of Melbourne 2011 — 2011
Australian History and Current Events, Architecture
St. Thomas High School 2006 — 2008
J.P. Morgan Asset Management June 2014 - Present
The Calibre Group, Inc. June 2012 - June 2014
Bryn Mawr College January 2012 - May 2012
Trinity College, the University of Melbourne June 2011 - July 2011
U.S. Department of State July 2009 - August 2009
Skills
Research, Data Analysis, Editing, Private Banking, Financial Analysis, Microsoft Office, Excel, Word
Education
Haverford College 2008 — 2012
Bachelor of Arts (B.A.), Growth and Structure of Cities
Trinity College, the University of Melbourne 2011 — 2011
Australian History and Current Events, Architecture
St. Thomas High School 2006 — 2008
Jamie Robinson, MBA Jamie Robinson, MBA's J.P. Morgan Asset Management Experience August 2012 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2012 - Present
TIAA-CREF June 2007 - August 2012
TIAA-CREF June 1999 - June 2007
MassMutual March 1994 - June 1999
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, 401k, Series 63, Financial Services, Strategic Planning, Fixed Annuities, Customer Service, Series 7, Financial Planning, Customer Relations, Strategic Financial..., Insurance, Account Management, Selling, CRM, Finance, Compliance, Consultative Selling, Series 6, Portfolio Management, ERISA, Asset Allocation, Employee Benefits, Annuities, Financial Advisory, Investment Strategies, Pensions, Relationship Management, Wealth Management, Securities, Investment Advisory
Education
Frostburg State University 1998 — 2002
MBA, Business
Indiana University of Pennsylvania 1990 — 1993
BS, Corporate Communications
J.P. Morgan Asset Management August 2012 - Present
TIAA-CREF June 2007 - August 2012
TIAA-CREF June 1999 - June 2007
MassMutual March 1994 - June 1999
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, 401k, Series 63, Financial Services, Strategic Planning, Fixed Annuities, Customer Service, Series 7, Financial Planning, Customer Relations, Strategic Financial..., Insurance, Account Management, Selling, CRM, Finance, Compliance, Consultative Selling, Series 6, Portfolio Management, ERISA, Asset Allocation, Employee Benefits, Annuities, Financial Advisory, Investment Strategies, Pensions, Relationship Management, Wealth Management, Securities, Investment Advisory
Education
Frostburg State University 1998 — 2002
MBA, Business
Indiana University of Pennsylvania 1990 — 1993
BS, Corporate Communications
Mike Musonza's J.P. Morgan Asset Management Experience July 2015 - Present
Job Global Fund Finance Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Avis Budget Group May 2013 - August 2013
Goldman Sachs June 2013 - June 2013
Prudential Financial May 2013 - May 2013
Capital One April 2013 - April 2013
Amazon April 2011 - August 2012
Skills
Teamwork, Public Speaking, Leadership, Customer Service, Data Analysis, Strategic Planning, Competitive Analysis, Team Leadership, Mentoring, Community Outreach, MS Excel Pivot Tables, Training, Research, Managerial Finance, Financial Analysis, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Howard University 2012 — 2015
Bachelor of Business Administration (BBA), Finance: Financial Derivatives & Emerging Market Finance, Magna Cum Laude
Lomagundi College 2005 — 2007
University of Cambridge GCE-Advanced Level, Business/Commerce, Accounting, Computer Science, Geography
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Avis Budget Group May 2013 - August 2013
Goldman Sachs June 2013 - June 2013
Prudential Financial May 2013 - May 2013
Capital One April 2013 - April 2013
Amazon April 2011 - August 2012
Skills
Teamwork, Public Speaking, Leadership, Customer Service, Data Analysis, Strategic Planning, Competitive Analysis, Team Leadership, Mentoring, Community Outreach, MS Excel Pivot Tables, Training, Research, Managerial Finance, Financial Analysis, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Howard University 2012 — 2015
Bachelor of Business Administration (BBA), Finance: Financial Derivatives & Emerging Market Finance, Magna Cum Laude
Lomagundi College 2005 — 2007
University of Cambridge GCE-Advanced Level, Business/Commerce, Accounting, Computer Science, Geography
Joe Seydl's J.P. Morgan Asset Management Experience September 2015 - Present
Job FullTime Economist, PartTime Philosopher
Industry Research
Experience
J.P. Morgan Asset Management September 2015 - Present
Citi October 2013 - August 2015
Centre for Economic Performance March 2013 - June 2013
Wells Fargo July 2010 - July 2012
National Australia Bank June 2009 - August 2009
National Australia Bank October 2008 - December 2008
Group One Trading, LP May 2008 - August 2008
Northampton Community College January 2007 - January 2008
ABE Fence January 2006 - August 2007
Skills
Econometrics, Macroeconomics, Public Policy, Economics, Financial Analysis, Political Philosophy, Mathematics, Statistics, Stata, Marxian Economics, Eviews, Bloomberg, Policy
Education
The London School of Economics and Political Science (LSE) 2012 — 2013
Master of Science (MSc), Economics and Philosophy
Lehigh University 2007 — 2010
Bachelor's Degree, Mathematics and Economics, Minor in Philosophy
Harvard Business School 2009 — 2009
Summer Venture in Management Program
Northampton Community College 2007 — 2007
Associate's Degree, Mathematics
J.P. Morgan Asset Management September 2015 - Present
Citi October 2013 - August 2015
Centre for Economic Performance March 2013 - June 2013
Wells Fargo July 2010 - July 2012
National Australia Bank June 2009 - August 2009
National Australia Bank October 2008 - December 2008
Group One Trading, LP May 2008 - August 2008
Northampton Community College January 2007 - January 2008
ABE Fence January 2006 - August 2007
Skills
Econometrics, Macroeconomics, Public Policy, Economics, Financial Analysis, Political Philosophy, Mathematics, Statistics, Stata, Marxian Economics, Eviews, Bloomberg, Policy
Education
The London School of Economics and Political Science (LSE) 2012 — 2013
Master of Science (MSc), Economics and Philosophy
Lehigh University 2007 — 2010
Bachelor's Degree, Mathematics and Economics, Minor in Philosophy
Harvard Business School 2009 — 2009
Summer Venture in Management Program
Northampton Community College 2007 — 2007
Associate's Degree, Mathematics
Bishoy Tadros's J.P. Morgan Asset Management Experience March 2015 - Present
Job Sales Associate at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan Corporate Investment Bank July 2012 - March 2015
Condon O'Meara McGinty & Donnelly LLP June 2011 - July 2012
Marcum LLP May 2010 - April 2011
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, Management Systems, 3.7 GPA
State University of New York College at Geneseo 2005 — 2009
B.S, Accounting
Saint Anthony's High School 2001 — 2005
HS
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan Corporate Investment Bank July 2012 - March 2015
Condon O'Meara McGinty & Donnelly LLP June 2011 - July 2012
Marcum LLP May 2010 - April 2011
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, Management Systems, 3.7 GPA
State University of New York College at Geneseo 2005 — 2009
B.S, Accounting
Saint Anthony's High School 2001 — 2005
HS
Jordan Roper's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan Asset Management
Industry Accounting
Experience
Management Leadership for Tomorrow (MLT) May 2015 - Present
Howard University Office of the Vice President of Student Affairs September 2014 - Present
J.P. Morgan Asset Management June 2015 - August 2015
School of Business Student Council April 2014 - April 2015
International Fraternity of Delta Sigma Pi, Iota Rho Chapter April 2014 - December 2014
Howard University Office of the Vice President of Student Affairs June 2014 - August 2014
Skills
Multi Tasking, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Motivation, Leadership Development, Social Networking, Fundraising, Research, Social Media, Microsoft PowerPoint, Leadership, Time Management, Microsoft Office, Public Speaking, Event Planning
Education
Howard University 2013 — 2017
Bachelor's Degree, Accounting, 3.9
Hinsdale South High School 2009 — 2013
High School
Management Leadership for Tomorrow (MLT) May 2015 - Present
Howard University Office of the Vice President of Student Affairs September 2014 - Present
J.P. Morgan Asset Management June 2015 - August 2015
School of Business Student Council April 2014 - April 2015
International Fraternity of Delta Sigma Pi, Iota Rho Chapter April 2014 - December 2014
Howard University Office of the Vice President of Student Affairs June 2014 - August 2014
Skills
Multi Tasking, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Motivation, Leadership Development, Social Networking, Fundraising, Research, Social Media, Microsoft PowerPoint, Leadership, Time Management, Microsoft Office, Public Speaking, Event Planning
Education
Howard University 2013 — 2017
Bachelor's Degree, Accounting, 3.9
Hinsdale South High School 2009 — 2013
High School
Cameron Rogers, CFA's J.P. Morgan Asset Management Experience September 2014 - Present
Job Institutional Advisory & Sales at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2014 - Present
J.P. Morgan Asset Management March 2013 - August 2014
J.P. Morgan Asset Management March 2014 - March 2014
J.P. Morgan Asset Management July 2010 - March 2013
Georgetown University Alumni & Student Federal Credit Union September 2007 - March 2010
J.P. Morgan Asset Management June 2009 - August 2009
Colony Capital July 2008 - August 2008
Century Bridge Capital July 2007 - August 2007
Skills
Investment Management, Investments, Financial Modeling, Valuation, Capital Markets, Alternative Investments, Private Equity, Series 7, Management, Financial Analysis, Series 63, Equities, Fixed Income, Hedge Funds, Business Development, Private Debt, Series 3
Education
Georgetown University - The McDonough School of Business 2006 — 2010
B.Sc., Finance, International Business, Italian
The Chinese University of Hong Kong 2008 — 2008
International Business & Marketing
Santa Barbara High School 2002 — 2006
J.P. Morgan Asset Management September 2014 - Present
J.P. Morgan Asset Management March 2013 - August 2014
J.P. Morgan Asset Management March 2014 - March 2014
J.P. Morgan Asset Management July 2010 - March 2013
Georgetown University Alumni & Student Federal Credit Union September 2007 - March 2010
J.P. Morgan Asset Management June 2009 - August 2009
Colony Capital July 2008 - August 2008
Century Bridge Capital July 2007 - August 2007
Skills
Investment Management, Investments, Financial Modeling, Valuation, Capital Markets, Alternative Investments, Private Equity, Series 7, Management, Financial Analysis, Series 63, Equities, Fixed Income, Hedge Funds, Business Development, Private Debt, Series 3
Education
Georgetown University - The McDonough School of Business 2006 — 2010
B.Sc., Finance, International Business, Italian
The Chinese University of Hong Kong 2008 — 2008
International Business & Marketing
Santa Barbara High School 2002 — 2006
Kirsten Fraunces Kirsten Fraunces's J.P. Morgan Asset Management Experience June 1995 - January 1997
Job Director of Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2002 - Present
Below the Beltway March 2009 - June 2009
The Consultants September 2008 - January 2009
Beach Cops August 2008 - August 2008
Smith College Alumnae Class of 1995 May 2000 - May 2005
Synapse Productions October 1999 - February 2002
Merrill Lynch June 1997 - April 2001
Schroeder Wertheim January 1997 - June 1997
J.P. Morgan Asset Management June 1995 - January 1997
Merrill Lynch January 1994 - June 1994
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
Smith College 1991 — 1995
BA, Mathematics and Music
Georgetown University 1993 — 1993
Math & Business, Summer 1993
Wedbush Securities September 2002 - Present
Below the Beltway March 2009 - June 2009
The Consultants September 2008 - January 2009
Beach Cops August 2008 - August 2008
Smith College Alumnae Class of 1995 May 2000 - May 2005
Synapse Productions October 1999 - February 2002
Merrill Lynch June 1997 - April 2001
Schroeder Wertheim January 1997 - June 1997
J.P. Morgan Asset Management June 1995 - January 1997
Merrill Lynch January 1994 - June 1994
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
Smith College 1991 — 1995
BA, Mathematics and Music
Georgetown University 1993 — 1993
Math & Business, Summer 1993
Edward O'Connor Edward O'Connor's J.P. Morgan Asset Management Experience December 2013 - Present
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2013 - Present
Barclays Investment Bank January 2007 - December 2013
Bank of America September 2003 - December 2006
J.P. Morgan May 1990 - August 2003
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
J.P. Morgan Asset Management December 2013 - Present
Barclays Investment Bank January 2007 - December 2013
Bank of America September 2003 - December 2006
J.P. Morgan May 1990 - August 2003
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
Daniel Sokolov Daniel Sokolov's J.P. Morgan Asset Management Experience May 2015 - August 2015
Job Incoming Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2015 - August 2015
Seabreeze Management Company, Inc. May 2014 - August 2014
TPC Knoxville May 2013 - August 2013
Customizo December 2012 - May 2013
Akron Public Schools May 2012 - August 2012
Fairlawn Country Club May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Valuation, DCF, Comparables Analysis, Virtual Portfolio..., Finance, QuickBooks, PowerPoint, Scuba Diving, Microsoft Word, HTML, Leadership, Management, Sales, Communication Skills, Teamwork, Swimming, Electric Guitar, Salesforce.com..., Microsoft Office, Social Media, Analytical Skills
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Accounting
J.P. Morgan Asset Management May 2015 - August 2015
Seabreeze Management Company, Inc. May 2014 - August 2014
TPC Knoxville May 2013 - August 2013
Customizo December 2012 - May 2013
Akron Public Schools May 2012 - August 2012
Fairlawn Country Club May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Valuation, DCF, Comparables Analysis, Virtual Portfolio..., Finance, QuickBooks, PowerPoint, Scuba Diving, Microsoft Word, HTML, Leadership, Management, Sales, Communication Skills, Teamwork, Swimming, Electric Guitar, Salesforce.com..., Microsoft Office, Social Media, Analytical Skills
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Alison Gourd Alison Gourd's J.P. Morgan Asset Management Experience April 2014 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2014 - Present
New York Life & MainStay Investments June 2012 - April 2014
UBS Wealth Management June 2011 - July 2011
Sirius Thinking, Ltd. June 2010 - August 2010
Gianmaria Buccellati May 2009 - July 2009
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
J.P. Morgan Asset Management April 2014 - Present
New York Life & MainStay Investments June 2012 - April 2014
UBS Wealth Management June 2011 - July 2011
Sirius Thinking, Ltd. June 2010 - August 2010
Gianmaria Buccellati May 2009 - July 2009
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Seth Yates Seth Yates's J.P. Morgan Asset Management Experience August 2015 - Present
Job Business Analytics & Reporting Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - Present
Reliance Trust Company January 2005 - July 2013
Hicks, Casey & Foster, P.C. June 2003 - December 2004
Skills
Data Analysis, Financial Modeling, Banking, Financial Services, Management, Financial Analysis
Education
East Carolina University 1999 — 2003
BSBA, Business Management
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - Present
Reliance Trust Company January 2005 - July 2013
Hicks, Casey & Foster, P.C. June 2003 - December 2004
Skills
Data Analysis, Financial Modeling, Banking, Financial Services, Management, Financial Analysis
Education
East Carolina University 1999 — 2003
BSBA, Business Management
Christina Siesta's J.P. Morgan Asset Management Experience August 2015 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Fordham University September 2010 - May 2014
NYC Department of Small Business Services June 2013 - August 2013
Skills
Management, Sports, Advertising, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Microsoft Excel, Research, Time Management, Spanish, Public Speaking, Fundraising, Economics, Economic Development, Blogging, Leadership, Public Relations, Marketing, Bloomberg Terminal, SharePoint, Data Analysis, Finance, Metrics, Loans, Financial Analysis
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Political Economy
West Milford High School 2006 — 2010
High School, 4.61 GPA
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Fordham University September 2010 - May 2014
NYC Department of Small Business Services June 2013 - August 2013
Skills
Management, Sports, Advertising, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Microsoft Excel, Research, Time Management, Spanish, Public Speaking, Fundraising, Economics, Economic Development, Blogging, Leadership, Public Relations, Marketing, Bloomberg Terminal, SharePoint, Data Analysis, Finance, Metrics, Loans, Financial Analysis
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Political Economy
West Milford High School 2006 — 2010
High School, 4.61 GPA
Anthony Fernandez Anthony Fernandez's J.P. Morgan Asset Management Experience June 2009 - August 2009
Job Business Development Manager at PayPal LATAM
Industry Financial Services
Experience
PayPal April 2013 - Present
Standard & Poor's May 2012 - April 2013
Standard & Poor's July 2010 - April 2012
Sponsors for Educational Opportunity May 2009 - September 2009
J.P. Morgan Asset Management June 2009 - August 2009
Raymond James Financial Inc. May 2008 - September 2008
Skills
Investments, Financial Modeling, Valuation, Venture Capital, Latin American Business, Entrepreneurship, Business Development, Emerging Markets, Payments, Excel models, E-commerce, Salesforce.com, SaaS, Mobile Payments
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Operations Management
Emory University 2006 — 2010
Bachelor of Business Administration, Finance
Belen Jesuit Preparatory School 2002 — 2006
High School
PayPal April 2013 - Present
Standard & Poor's May 2012 - April 2013
Standard & Poor's July 2010 - April 2012
Sponsors for Educational Opportunity May 2009 - September 2009
J.P. Morgan Asset Management June 2009 - August 2009
Raymond James Financial Inc. May 2008 - September 2008
Skills
Investments, Financial Modeling, Valuation, Venture Capital, Latin American Business, Entrepreneurship, Business Development, Emerging Markets, Payments, Excel models, E-commerce, Salesforce.com, SaaS, Mobile Payments
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Operations Management
Emory University 2006 — 2010
Bachelor of Business Administration, Finance
Belen Jesuit Preparatory School 2002 — 2006
High School
Augustus Christensen's J.P. Morgan Asset Management Experience 2014 - Present
Job Private Banking Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management 2014 - Present
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
J.P. Morgan May 2013 - August 2013
Fortify Ventures February 2013 - May 2013
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
Skills
Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Advertising, Financial Analysis, Data Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Minors in Computer Science, Business Administration
J.P. Morgan Asset Management 2014 - Present
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
J.P. Morgan May 2013 - August 2013
Fortify Ventures February 2013 - May 2013
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
Skills
Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Advertising, Financial Analysis, Data Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Minors in Computer Science, Business Administration
Lee Mah Lee Mah's J.P. Morgan Asset Management Experience December 2010 - January 2014
Job Data Support Specialist at Strenuus
Industry Financial Services
Experience
Strenuus April 2015 - Present
EMPOWER Retirement January 2014 - March 2015
J.P. Morgan Asset Management December 2010 - January 2014
J.P. Morgan Asset Management May 2010 - December 2010
American Century Investments April 2009 - May 2010
American Century Investments January 2008 - April 2009
NovaStar Mortgage December 2006 - October 2007
Chrysler Financial January 2005 - December 2006
Skills
Investments, Financial Services, Finance, Customer Service, Financial Analysis, Analysis, Sales, Banking, Marketing, Business Analysis, Relationship Management, Microsoft Office, Leadership, Credit, Series 63, Project Management, Series 6
Education
Fort Hays State University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Dodge City Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Strenuus April 2015 - Present
EMPOWER Retirement January 2014 - March 2015
J.P. Morgan Asset Management December 2010 - January 2014
J.P. Morgan Asset Management May 2010 - December 2010
American Century Investments April 2009 - May 2010
American Century Investments January 2008 - April 2009
NovaStar Mortgage December 2006 - October 2007
Chrysler Financial January 2005 - December 2006
Skills
Investments, Financial Services, Finance, Customer Service, Financial Analysis, Analysis, Sales, Banking, Marketing, Business Analysis, Relationship Management, Microsoft Office, Leadership, Credit, Series 63, Project Management, Series 6
Education
Fort Hays State University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Dodge City Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Caitlin Watson's J.P. Morgan Asset Management Experience July 2014 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan Asset Management July 2014 - Present
BNY Mellon June 2013 - August 2013
Wild Harbor Yacht Club June 2007 - August 2011
Education
Harvard University 2010 — 2014
Bachelor's degree, History
Hingham High School 2006 — 2010
High School Diploma
J.P. Morgan Asset Management July 2014 - Present
BNY Mellon June 2013 - August 2013
Wild Harbor Yacht Club June 2007 - August 2011
Education
Harvard University 2010 — 2014
Bachelor's degree, History
Hingham High School 2006 — 2010
High School Diploma
Toni Philp's J.P. Morgan Asset Management Experience March 2015 - Present
Job Video Highlights Editor at NeuLion Inc
Industry Entertainment
Experience
J.P. Morgan Asset Management March 2015 - Present
NeuLion Inc January 2013 - Present
Tupelo Honey Productions August 2012 - December 2014
Investigation Discovery Channel June 2012 - August 2012
The Occupy Wall Street Collaborative Film May 2012 - August 2012
Travelista TV March 2012 - May 2012
World Wrestling Entertainment November 2008 - October 2011
LITTLE AIRPLANE PRODUCTIONS August 2008 - November 2008
Atlantic Video January 2008 - May 2008
THE MAURY POVICH May 2007 - August 2007
Skills
Final Cut Pro, Research, Microsoft Excel, Voice Over, Video Production, Television, DVD Studio Pro, After Effects, Film, Video, Motion Graphics, Post Production, Producing, Pro Tools, Microsoft Office, FileMaker, Sports Production, Canon DSLR, Camera, Compressor, Editing, Music Videos, Advertising, Social Media, Video Editing
Education
Howard University 2004 — 2008
BA of arts, tv production
Howard University John H Johnson School of Communications 2004 — 2008
Bachelor of Arts, Radio/Television/Film Production
J.P. Morgan Asset Management March 2015 - Present
NeuLion Inc January 2013 - Present
Tupelo Honey Productions August 2012 - December 2014
Investigation Discovery Channel June 2012 - August 2012
The Occupy Wall Street Collaborative Film May 2012 - August 2012
Travelista TV March 2012 - May 2012
World Wrestling Entertainment November 2008 - October 2011
LITTLE AIRPLANE PRODUCTIONS August 2008 - November 2008
Atlantic Video January 2008 - May 2008
THE MAURY POVICH May 2007 - August 2007
Skills
Final Cut Pro, Research, Microsoft Excel, Voice Over, Video Production, Television, DVD Studio Pro, After Effects, Film, Video, Motion Graphics, Post Production, Producing, Pro Tools, Microsoft Office, FileMaker, Sports Production, Canon DSLR, Camera, Compressor, Editing, Music Videos, Advertising, Social Media, Video Editing
Education
Howard University 2004 — 2008
BA of arts, tv production
Howard University John H Johnson School of Communications 2004 — 2008
Bachelor of Arts, Radio/Television/Film Production
Reuben Coopwood's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Investment Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan May 2013 - August 2013
Raymond James May 2012 - July 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Fixed Income, Asset Management, Data Analysis, Research
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan May 2013 - August 2013
Raymond James May 2012 - July 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Fixed Income, Asset Management, Data Analysis, Research
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Gregory Fowlkes Gregory Fowlkes's J.P. Morgan Asset Management Experience 2005 - Present
Job Equity Analyst at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan Asset Management 2005 - Present
J.P. Morgan Asset Management 2008 - 2012
Morgan Stanley August 2000 - October 2005
Gap Inc. July 1995 - August 1997
Skills
US Equity, Retail Industry, Hedge Funds, Strategy, Retail, Financial Analysis, Series 7, Portfolio Management, Equities, Equity Research, Private Equity, Valuation, Asset Allocation
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Stanford University 1987 — 1991
AB, Religious Studies
J.P. Morgan May 2014 - Present
J.P. Morgan Asset Management 2005 - Present
J.P. Morgan Asset Management 2008 - 2012
Morgan Stanley August 2000 - October 2005
Gap Inc. July 1995 - August 1997
Skills
US Equity, Retail Industry, Hedge Funds, Strategy, Retail, Financial Analysis, Series 7, Portfolio Management, Equities, Equity Research, Private Equity, Valuation, Asset Allocation
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Stanford University 1987 — 1991
AB, Religious Studies
Omar Nazem's J.P. Morgan Asset Management Experience June 2006 - October 2008
Job Partner at Dillon Drive Management, LLC
Industry Venture Capital & Private Equity
Experience
Dillon Drive Management, LLC April 2012 - Present
Exium Partners April 2012 - Present
Coller Capital October 2008 - April 2012
J.P. Morgan Asset Management June 2006 - October 2008
Sverica International August 2004 - June 2006
Alliance Consulting Group July 2001 - January 2004
Education
Harvard College 1997 — 2001
B.A., History
Central High School
Chartered Financial Analyst (CFA)
Dillon Drive Management, LLC April 2012 - Present
Exium Partners April 2012 - Present
Coller Capital October 2008 - April 2012
J.P. Morgan Asset Management June 2006 - October 2008
Sverica International August 2004 - June 2006
Alliance Consulting Group July 2001 - January 2004
Education
Harvard College 1997 — 2001
B.A., History
Central High School
Chartered Financial Analyst (CFA)
David Sultan's J.P. Morgan Asset Management Experience 2011 - Present
Job Client Advisor, Endowments & Foundations Group at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
Janet Yearwood, CFA's J.P. Morgan Asset Management Experience March 2015 - Present
Job Client Portfolio Manager, U.S. Equity at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
Shannon Gaines's J.P. Morgan Asset Management Experience January 2014 - Present
Job Vice President / Fund Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
Alphametrix360 LLC December 2010 - December 2013
Spectrum Global Fund Administration September 2007 - December 2010
Citi Fund Services, Inc. December 2005 - September 2007
BISYS Fund Services April 2001 - December 2005
Skills
Fund Accounting, Fund Administration, Hedge Funds, Financial Reporting, Fund Of Funds, Derivatives, Alternative Investments, Bloomberg, Account Reconciliation, Mutual Funds, Accounting, Financial Statements, Auditing, Valuation, Investments
Education
Franklin University
Bachelor of Business Administration (BBA), Accounting and Business/Management
J.P. Morgan Asset Management January 2014 - Present
Alphametrix360 LLC December 2010 - December 2013
Spectrum Global Fund Administration September 2007 - December 2010
Citi Fund Services, Inc. December 2005 - September 2007
BISYS Fund Services April 2001 - December 2005
Skills
Fund Accounting, Fund Administration, Hedge Funds, Financial Reporting, Fund Of Funds, Derivatives, Alternative Investments, Bloomberg, Account Reconciliation, Mutual Funds, Accounting, Financial Statements, Auditing, Valuation, Investments
Education
Franklin University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Sherwin Content's J.P. Morgan Asset Management Experience May 2015 - Present
Job Infrastructure Solutions Manager, J.P. Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse August 1999 - June 2015
Merrill Lynch August 1997 - August 1999
J.P. Morgan February 1997 - August 1997
ING U.S. January 1995 - February 1997
Thomson Reuters July 1994 - January 1995
Skills
Business Analysis, Relationship Management, Mergers, Vendor Management, IT Strategy, Change Management, Team Leadership, SDLC, Strategy, Integration, Disaster Recovery, Strategic Planning, Enterprise Architecture, ITIL, Project Delivery, Team Building, Data Center, IT Management, Operations Management, Requirements Gathering, IT Service Management, Solution Architecture, Project Portfolio..., Service Delivery, Security, Business Process..., Business Intelligence, IT Operations, Incident Management, System Deployment, Project Management, Business Continuity, Cloud Computing, Requirements Analysis, Process Improvement, Information Technology, Active Directory, Infrastructure, Virtualization, Enterprise Software, VMware, IT Outsourcing, High Availability, Windows Server, Visio, Team Management, Data Migration, Software Documentation, Servers, Management
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Computer Science
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse August 1999 - June 2015
Merrill Lynch August 1997 - August 1999
J.P. Morgan February 1997 - August 1997
ING U.S. January 1995 - February 1997
Thomson Reuters July 1994 - January 1995
Skills
Business Analysis, Relationship Management, Mergers, Vendor Management, IT Strategy, Change Management, Team Leadership, SDLC, Strategy, Integration, Disaster Recovery, Strategic Planning, Enterprise Architecture, ITIL, Project Delivery, Team Building, Data Center, IT Management, Operations Management, Requirements Gathering, IT Service Management, Solution Architecture, Project Portfolio..., Service Delivery, Security, Business Process..., Business Intelligence, IT Operations, Incident Management, System Deployment, Project Management, Business Continuity, Cloud Computing, Requirements Analysis, Process Improvement, Information Technology, Active Directory, Infrastructure, Virtualization, Enterprise Software, VMware, IT Outsourcing, High Availability, Windows Server, Visio, Team Management, Data Migration, Software Documentation, Servers, Management
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Computer Science
David Matherly's J.P. Morgan Asset Management Experience July 2012 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Nationwide Insurance 2009 - July 2012
Nationwide Mutual Insurance Company February 2006 - July 2012
Zazove Associates, LLC June 2002 - July 2005
Mesirow Advanced Strategies October 2001 - June 2002
Bear Stearns 1992 - 1996
Morgan Stanley 1990 - 1992
Skills
Leveraged Finance, Investments, Bonds, Credit, Valuation
Education
Harvard University 1997 — 1999
MBA
The Citadel 1986 — 1990
BS, Business Administration
Mahomet Seymour High School 1982 — 1986
HS Diploma, NA
J.P. Morgan Asset Management July 2012 - Present
Nationwide Insurance 2009 - July 2012
Nationwide Mutual Insurance Company February 2006 - July 2012
Zazove Associates, LLC June 2002 - July 2005
Mesirow Advanced Strategies October 2001 - June 2002
Bear Stearns 1992 - 1996
Morgan Stanley 1990 - 1992
Skills
Leveraged Finance, Investments, Bonds, Credit, Valuation
Education
Harvard University 1997 — 1999
MBA
The Citadel 1986 — 1990
BS, Business Administration
Mahomet Seymour High School 1982 — 1986
HS Diploma, NA
Luke Roden's J.P. Morgan Asset Management Experience December 2014 - Present
Job VP at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
Kristi A. Palome's J.P. Morgan Asset Management Experience May 2014 - Present
Job Institutional Marketing Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan Asset Management January 2013 - May 2014
J.P. Morgan Asset Management April 2010 - January 2013
AXA Equitable June 2008 - April 2010
Wachovia Securities, LLC June 2007 - May 2008
UBS Wealth Management June 2006 - June 2007
Education
Fordham University 2004 — 2008
BA, International Political Econom
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan Asset Management January 2013 - May 2014
J.P. Morgan Asset Management April 2010 - January 2013
AXA Equitable June 2008 - April 2010
Wachovia Securities, LLC June 2007 - May 2008
UBS Wealth Management June 2006 - June 2007
Education
Fordham University 2004 — 2008
BA, International Political Econom
Lynn Avitabile's J.P. Morgan Asset Management Experience January 2014 - Present
Job Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2007 - Present
J.P. Morgan Asset Management January 2013 - December 2013
JPMorgan September 2001 - December 2006
JPMorgan September 1987 - September 2001
JPMorgan July 1984 - August 1987
Various Hospitals/Clinics September 1979 - September 1982
Skills
Series 63, Coaching, Finance, Project Management, Deferred Compensation, Management, Human Resources, Asset Managment, Investments, Series 7, Alternative Investments, Asset Management, Banking, Bonds, Business Development, CRM, Capital Markets, Change Management, Derivatives, Fixed Income, Investment Banking, Investment Management, Investment Strategies, Recruiting, Retirement, Retirement Planning, Risk Management, Securities, Training, Leadership Development, Mutual Funds, Global Human Resources...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Quinnipiac University 1975 — 1979
BSOT
Glastonbury High School 1972 — 1975
HS Diploma
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2007 - Present
J.P. Morgan Asset Management January 2013 - December 2013
JPMorgan September 2001 - December 2006
JPMorgan September 1987 - September 2001
JPMorgan July 1984 - August 1987
Various Hospitals/Clinics September 1979 - September 1982
Skills
Series 63, Coaching, Finance, Project Management, Deferred Compensation, Management, Human Resources, Asset Managment, Investments, Series 7, Alternative Investments, Asset Management, Banking, Bonds, Business Development, CRM, Capital Markets, Change Management, Derivatives, Fixed Income, Investment Banking, Investment Management, Investment Strategies, Recruiting, Retirement, Retirement Planning, Risk Management, Securities, Training, Leadership Development, Mutual Funds, Global Human Resources...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Quinnipiac University 1975 — 1979
BSOT
Glastonbury High School 1972 — 1975
HS Diploma
Boubacar Vilane's J.P. Morgan Asset Management Experience September 2012 - April 2014
Job Finance Faculty at Grantham University
Industry Education Management
Experience
Grantham University May 2014 - Present
J.P. Morgan Asset Management September 2012 - April 2014
KeyBank Real Estate Capital November 2010 - August 2012
KeyBank Real Estate Capital July 2009 - January 2011
State Street March 2006 - July 2009
Edward Jones January 2006 - March 2007
Emporia State University August 2005 - December 2005
Skills
Financial Analysis, Credit, Investments, Banking, Equities, Capital Markets, Loans, Risk Management, Credit Analysis, Finance, Portfolio Management, Insurance, Analysis, Accounting, Credit Risk, Access, Underwriting, Investment Banking, Microsoft Excel, Business Analysis, Account Management, Financial Reporting, Mortgage Lending, Asset Management, Commercial Lending, Business Development
Education
Columbia Southern University 2009 — 2015
DBA in Business Administration, Business administration
Emporia State University 2002 — 2005
M.B.A, Business Administration
Cheikh Anta Diop University 1995 — 1999
Master in Economics, Economics
Grantham University May 2014 - Present
J.P. Morgan Asset Management September 2012 - April 2014
KeyBank Real Estate Capital November 2010 - August 2012
KeyBank Real Estate Capital July 2009 - January 2011
State Street March 2006 - July 2009
Edward Jones January 2006 - March 2007
Emporia State University August 2005 - December 2005
Skills
Financial Analysis, Credit, Investments, Banking, Equities, Capital Markets, Loans, Risk Management, Credit Analysis, Finance, Portfolio Management, Insurance, Analysis, Accounting, Credit Risk, Access, Underwriting, Investment Banking, Microsoft Excel, Business Analysis, Account Management, Financial Reporting, Mortgage Lending, Asset Management, Commercial Lending, Business Development
Education
Columbia Southern University 2009 — 2015
DBA in Business Administration, Business administration
Emporia State University 2002 — 2005
M.B.A, Business Administration
Cheikh Anta Diop University 1995 — 1999
Master in Economics, Economics
Jessica Bikoff Hoban's J.P. Morgan Asset Management Experience November 2012 - Present
Job Executive Director, Learning & Development at JPMorgan
Industry Human Resources
Experience
J.P. Morgan Asset Management November 2012 - Present
JPMorgan September 2005 - November 2012
Columbia University Medical Center August 2002 - September 2005
NYU Medical Center July 2001 - July 2002
Education
Teachers College of Columbia University 2004 — 2009
Ed.M, Counseling Psychology
New York University 2000 — 2002
MA, Organizational Psychology
Emory University 1995 — 1999
BA, Psychology
J.P. Morgan Asset Management November 2012 - Present
JPMorgan September 2005 - November 2012
Columbia University Medical Center August 2002 - September 2005
NYU Medical Center July 2001 - July 2002
Education
Teachers College of Columbia University 2004 — 2009
Ed.M, Counseling Psychology
New York University 2000 — 2002
MA, Organizational Psychology
Emory University 1995 — 1999
BA, Psychology
Sonja Lockhart's J.P. Morgan Asset Management Experience March 2003 - August 2005
Job Partner Development Coordinator at United Planners Financial Services
Industry Investment Management
Experience
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
Monique Valbuena's J.P. Morgan Asset Management Experience September 2013 - Present
Job Vice President Trust Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2013 - Present
Yoga Secrets 2011 - Present
Bessemer Trust Company of Delaware, N.A. September 2012 - September 2013
Gordon, Fournaris & Mammarella, P.A. June 2011 - August 2012
Duane Morris LLP January 2008 - January 2011
Potter Anderson & Corroon LLP 2005 - 2008
Latham & Watkins 1996 - 1998
Skills
Corporate Law, Corporate Governance, Commercial Litigation, Mergers, Estate Planning, Trusts, Litigation, Mergers & Acquisitions, Securities, Private Equity, Tax Law, Securities Regulation, Civil Litigation, Venture Capital, Legal Research, Legal Writing
Education
Georgetown University Law Center 1993 — 1996
JD, Law, Cum Laude
Georgetown University 1989 — 1993
BA, Psychology, English, Magna Cum Laude
J.P. Morgan Asset Management September 2013 - Present
Yoga Secrets 2011 - Present
Bessemer Trust Company of Delaware, N.A. September 2012 - September 2013
Gordon, Fournaris & Mammarella, P.A. June 2011 - August 2012
Duane Morris LLP January 2008 - January 2011
Potter Anderson & Corroon LLP 2005 - 2008
Latham & Watkins 1996 - 1998
Skills
Corporate Law, Corporate Governance, Commercial Litigation, Mergers, Estate Planning, Trusts, Litigation, Mergers & Acquisitions, Securities, Private Equity, Tax Law, Securities Regulation, Civil Litigation, Venture Capital, Legal Research, Legal Writing
Education
Georgetown University Law Center 1993 — 1996
JD, Law, Cum Laude
Georgetown University 1989 — 1993
BA, Psychology, English, Magna Cum Laude
Jonathan Abreu's J.P. Morgan Asset Management Experience September 2015 - Present
Job Investment Analyst at JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2013 - September 2015
Bloomberg October 2011 - May 2013
Conrad O'Brien December 2012 - April 2013
PREIT December 2012 - March 2013
Wells Fargo June 2012 - August 2012
PwC January 2012 - March 2012
ACE Group March 2011 - September 2011
BlackRock September 2009 - March 2010
Skills
Bloomberg, Capital IQ, Investment Banking, Lotus Notes, Microsoft Office, Private Equity, Interest Rate..., Asset Management, Capital Markets, Portfolio Management, Real Estate, Fluent in Spanish, FactSet, SNL Financial, ThomsonOne, Thomson Research
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Accounting, Finance, and Economics
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2013 - September 2015
Bloomberg October 2011 - May 2013
Conrad O'Brien December 2012 - April 2013
PREIT December 2012 - March 2013
Wells Fargo June 2012 - August 2012
PwC January 2012 - March 2012
ACE Group March 2011 - September 2011
BlackRock September 2009 - March 2010
Skills
Bloomberg, Capital IQ, Investment Banking, Lotus Notes, Microsoft Office, Private Equity, Interest Rate..., Asset Management, Capital Markets, Portfolio Management, Real Estate, Fluent in Spanish, FactSet, SNL Financial, ThomsonOne, Thomson Research
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Accounting, Finance, and Economics
Stacia Welt's J.P. Morgan Asset Management Experience April 2011 - October 2014
Job Senior Relationship Manager at PNC Wealth Management
Industry Investment Banking
Experience
PNC October 2014 - Present
J.P. Morgan Asset Management April 2011 - October 2014
J.P. Morgan Asset Management May 2008 - April 2011
J.P. Morgan Asset Management 2000 - 2008
Banc One Securities 1998 - 2000
Banc One Investment Advisors 1997 - 1998
Bank One 1995 - 1997
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Management and Marketing
Franklin Central
Nativity
PNC October 2014 - Present
J.P. Morgan Asset Management April 2011 - October 2014
J.P. Morgan Asset Management May 2008 - April 2011
J.P. Morgan Asset Management 2000 - 2008
Banc One Securities 1998 - 2000
Banc One Investment Advisors 1997 - 1998
Bank One 1995 - 1997
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Management and Marketing
Franklin Central
Nativity
John Telling, CIMA®'s J.P. Morgan Asset Management Experience February 2010 - Present
Job Divisional Manager, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2010 - Present
DWS Investments June 2004 - January 2010
Putnam Investments August 1991 - May 2004
Education
Duke University 1987 — 1991
J.P. Morgan Asset Management February 2010 - Present
DWS Investments June 2004 - January 2010
Putnam Investments August 1991 - May 2004
Education
Duke University 1987 — 1991
Khalid Sokhn's J.P. Morgan Asset Management Experience February 1997 - May 2001
Job Regional Sales Consultant at PreGel AMERICA
Industry Food Production
Experience
PreGel AMERICA April 2005 - Present
PreGel America January 2005 - March 2009
J.P. Morgan Asset Management February 1997 - May 2001
Burns & Levinson LLP March 1990 - 1995
Goldstein and Manello Law firm January 1992 - 1994
Skills
Food Safety, Sales, Budgets, HACCP, Quality Assurance, Process Improvement, GMP, Inventory Management, Microsoft Office, Continuous Improvement, Product Development, Concept Development, Marketing Strategy, Sales Management, New Business Development
Education
Northeastern University 1993 — 1994
Accounting and Related Services, taxation
Gibbs College-Boston 1986 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
PreGel AMERICA April 2005 - Present
PreGel America January 2005 - March 2009
J.P. Morgan Asset Management February 1997 - May 2001
Burns & Levinson LLP March 1990 - 1995
Goldstein and Manello Law firm January 1992 - 1994
Skills
Food Safety, Sales, Budgets, HACCP, Quality Assurance, Process Improvement, GMP, Inventory Management, Microsoft Office, Continuous Improvement, Product Development, Concept Development, Marketing Strategy, Sales Management, New Business Development
Education
Northeastern University 1993 — 1994
Accounting and Related Services, taxation
Gibbs College-Boston 1986 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Andrea Miller's J.P. Morgan Asset Management Experience July 2010 - March 2015
Job SVP, Head of Talent Development at The Blackstone Group
Industry Human Resources
Experience
The Blackstone Group March 2015 - Present
J.P. Morgan Asset Management July 2010 - March 2015
Archon Group, a Goldman Sachs Company 2007 - 2008
Goldman Sachs 2005 - 2007
Deutsche Bank July 2002 - June 2005
Merrill Lynch May 1999 - June 2000
Merrill Lynch July 1997 - May 1999
Skills
Leadership, Training, Talent Management, Valuation, Performance Management, Financial Modeling, Portfolio Management, Program Management, Management, Equities, Financial Analysis, Leadership Development, Due Diligence
Education
Harvard Business School 2000 — 2002
MBA, Business
Princeton University 1993 — 1997
A.B., Politics
The Blackstone Group March 2015 - Present
J.P. Morgan Asset Management July 2010 - March 2015
Archon Group, a Goldman Sachs Company 2007 - 2008
Goldman Sachs 2005 - 2007
Deutsche Bank July 2002 - June 2005
Merrill Lynch May 1999 - June 2000
Merrill Lynch July 1997 - May 1999
Skills
Leadership, Training, Talent Management, Valuation, Performance Management, Financial Modeling, Portfolio Management, Program Management, Management, Equities, Financial Analysis, Leadership Development, Due Diligence
Education
Harvard Business School 2000 — 2002
MBA, Business
Princeton University 1993 — 1997
A.B., Politics
Brett Walitt's J.P. Morgan Asset Management Experience October 2012 - November 2014
Job Senior auditor IIVP at Bank of America
Industry Investment Management
Experience
Bank of America November 2014 - Present
J.P. Morgan Asset Management October 2012 - November 2014
JP Morgan Asset Management January 2010 - January 2013
JP Morgan Chase July 2005 - February 2010
JP Morgan Chase 2005 - 2009
Seligman Data Corp. 2000 - 2004
Dreyfus June 1998 - January 2000
Skills
Certified Public..., Internal Controls, Finance, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Management, Sarbanes-Oxley Act, Cash Management, Hedge Funds, Operations Management, Due Diligence, Financial Services, Budgets, Forecasting, Corporate Finance, Mergers & Acquisitions, PeopleSoft, Private Equity, Treasury Management, CPA, Mutual Funds, Risk Management, Investments, Banking, Auditing, Series 7, Financial Accounting, Series 63, Trading, Training, 401k, Investment Management, Insurance, Payments, Relationship Management, Business Process, US GAAP
Education
City University of New York-Queens College 2007 — 2008
Accounting
Hofstra University 2000 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
BA, Psychology
Bank of America November 2014 - Present
J.P. Morgan Asset Management October 2012 - November 2014
JP Morgan Asset Management January 2010 - January 2013
JP Morgan Chase July 2005 - February 2010
JP Morgan Chase 2005 - 2009
Seligman Data Corp. 2000 - 2004
Dreyfus June 1998 - January 2000
Skills
Certified Public..., Internal Controls, Finance, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Management, Sarbanes-Oxley Act, Cash Management, Hedge Funds, Operations Management, Due Diligence, Financial Services, Budgets, Forecasting, Corporate Finance, Mergers & Acquisitions, PeopleSoft, Private Equity, Treasury Management, CPA, Mutual Funds, Risk Management, Investments, Banking, Auditing, Series 7, Financial Accounting, Series 63, Trading, Training, 401k, Investment Management, Insurance, Payments, Relationship Management, Business Process, US GAAP
Education
City University of New York-Queens College 2007 — 2008
Accounting
Hofstra University 2000 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
BA, Psychology
Carmen B. Torruella's J.P. Morgan Asset Management Experience September 2012 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
Adam Gilbert, CIMA®'s J.P. Morgan Asset Management Experience November 2009 - Present
Job Vice President Client Advisor at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management November 2009 - Present
AllianceBernstein June 2007 - June 2009
Federated Investors January 2006 - May 2007
Federated Investors September 2004 - December 2005
PNC Financial Services Group August 2000 - August 2004
Skills
Series 7, Mutual Funds, Investments, Consultative Selling, Financial Planning, Selling, Strategic Financial...
Education
Duquesne University 2000 — 2004
Bachelor of Arts, Communication, Political Science
J.P. Morgan Asset Management November 2009 - Present
AllianceBernstein June 2007 - June 2009
Federated Investors January 2006 - May 2007
Federated Investors September 2004 - December 2005
PNC Financial Services Group August 2000 - August 2004
Skills
Series 7, Mutual Funds, Investments, Consultative Selling, Financial Planning, Selling, Strategic Financial...
Education
Duquesne University 2000 — 2004
Bachelor of Arts, Communication, Political Science
Arvind Gangadhar's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job MBA 2015 Candidate, MIT Sloan School of Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - August 2014
Opera Solutions June 2011 - May 2013
Opera Solutions January 2010 - May 2011
Opera Solutions July 2008 - December 2009
Skills
Predictive Analytics, Financial Modeling, Management Consulting, Product Management, Portfolio Management, Business Analytics, Business Strategy, Fixed Income, Residential Mortgages, Trading, Global Macro
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Indian Institute of Technology, Bombay 2004 — 2008
Bachelor of Technology (B.Tech.), Chemical Engineering
J.P. Morgan Asset Management June 2014 - August 2014
Opera Solutions June 2011 - May 2013
Opera Solutions January 2010 - May 2011
Opera Solutions July 2008 - December 2009
Skills
Predictive Analytics, Financial Modeling, Management Consulting, Product Management, Portfolio Management, Business Analytics, Business Strategy, Fixed Income, Residential Mortgages, Trading, Global Macro
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Indian Institute of Technology, Bombay 2004 — 2008
Bachelor of Technology (B.Tech.), Chemical Engineering
Katarzyna Conolly's J.P. Morgan Asset Management Experience June 2015 - Present
Job Business Quality Control Analyst at J.P. Morgan
Industry International Trade and Development
Experience
J.P. Morgan Asset Management June 2015 - Present
TRACE International, Inc. February 2013 - September 2014
Skills
International Trade, International Relations, Marketing, Management, Statistics, Macroeconomics, Microeconomics, International..., Public Policy, Policy, Microsoft Office, Analysis, Economics, Research, Training
Education
George Mason University 2010 — 2012
Master of Arts (MA), International Commerce and Policy (GMU School of Policy, Government, and International Affairs), GPA 3.90
Czestochowa University of Technology 2002 — 2004
Master of Arts (MA), Management and Public Administration, GPA 3.96/4.0
Czestochowa University of Technology 1999 — 2001
Bachelor of Science (BS), Industrial Management, GPA 3.37/4.0
J.P. Morgan Asset Management June 2015 - Present
TRACE International, Inc. February 2013 - September 2014
Skills
International Trade, International Relations, Marketing, Management, Statistics, Macroeconomics, Microeconomics, International..., Public Policy, Policy, Microsoft Office, Analysis, Economics, Research, Training
Education
George Mason University 2010 — 2012
Master of Arts (MA), International Commerce and Policy (GMU School of Policy, Government, and International Affairs), GPA 3.90
Czestochowa University of Technology 2002 — 2004
Master of Arts (MA), Management and Public Administration, GPA 3.96/4.0
Czestochowa University of Technology 1999 — 2001
Bachelor of Science (BS), Industrial Management, GPA 3.37/4.0
Peter Fodroczy's J.P. Morgan Asset Management Experience June 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2015 - Present
Education
Harvard University 2007 — 2011
A.B.
J.P. Morgan Asset Management June 2015 - Present
Education
Harvard University 2007 — 2011
A.B.
Nivedita Paliwal's J.P. Morgan Asset Management Experience May 2013 - November 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - November 2013
AlphaMetrix January 2013 - April 2013
JSC Global Solutions June 2012 - June 2012
JSC Global Solutions April 2009 - March 2010
National Hydro-electric Power Corporation May 2006 - July 2006
Skills
Microsoft Office, Microsoft Excel, Windows, HTML, C++, C, Java, JavaScript, SAS programming, SPSS, UML, MS Project, Data Analysis, Data Modeling, Visual Basic, C#, Linux, Unix, SQL, ASP.NET MVC, Data Mining, Data Management
Education
University of Illinois at Chicago 2011 — 2012
Master's degree, Management Information Systems, General
Institute Of Marketing and Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Guru Gobind Singh Indraprastha University 2002 — 2005
Bachelor's degree, Computer Science
J.P. Morgan Asset Management May 2013 - November 2013
AlphaMetrix January 2013 - April 2013
JSC Global Solutions June 2012 - June 2012
JSC Global Solutions April 2009 - March 2010
National Hydro-electric Power Corporation May 2006 - July 2006
Skills
Microsoft Office, Microsoft Excel, Windows, HTML, C++, C, Java, JavaScript, SAS programming, SPSS, UML, MS Project, Data Analysis, Data Modeling, Visual Basic, C#, Linux, Unix, SQL, ASP.NET MVC, Data Mining, Data Management
Education
University of Illinois at Chicago 2011 — 2012
Master's degree, Management Information Systems, General
Institute Of Marketing and Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Guru Gobind Singh Indraprastha University 2002 — 2005
Bachelor's degree, Computer Science
Fahmida (Fahmida Miah) Choudhury, CPA's J.P. Morgan Asset Management Experience August 2015 - Present
Job Financial Manager at J.P. Morgan Asset Management
Industry Accounting
Experience
J.P. Morgan Asset Management August 2015 - Present
KPMG US January 2014 - August 2015
DRA Advisors LLC February 2008 - July 2010
KPMG US June 2004 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Strategic Planning, Budgets, Financial Reporting, Real Estate
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Fordham University 2001 — 2001
J.P. Morgan Asset Management August 2015 - Present
KPMG US January 2014 - August 2015
DRA Advisors LLC February 2008 - July 2010
KPMG US June 2004 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Strategic Planning, Budgets, Financial Reporting, Real Estate
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Fordham University 2001 — 2001
Matthew Malloy's J.P. Morgan Asset Management Experience 2014 - 2015
Job Managing Director, Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
Matthew Lahart's J.P. Morgan Asset Management Experience July 2009 - May 2012
Job Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank June 2012 - Present
J.P. Morgan Asset Management July 2009 - May 2012
Education
Georgetown University 2005 — 2009
Finance, International Business
J.P. Morgan Private Bank June 2012 - Present
J.P. Morgan Asset Management July 2009 - May 2012
Education
Georgetown University 2005 — 2009
Finance, International Business
Paul Hsi's J.P. Morgan Asset Management Experience 2013 - Present
Job Senior Portfolio Manager, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2013 - Present
Morgan Stanley Investment Management 2009 - 2012
BlueMountain Capital Management 2005 - 2009
J.P. Morgan & Co. 1999 - 2002
Education
Harvard Business School
MBA, Finance
University of California at Berkeley
BS
J.P. Morgan Asset Management 2013 - Present
Morgan Stanley Investment Management 2009 - 2012
BlueMountain Capital Management 2005 - 2009
J.P. Morgan & Co. 1999 - 2002
Education
Harvard Business School
MBA, Finance
University of California at Berkeley
BS
Lindsey Powell's J.P. Morgan Asset Management Experience July 2014 - Present
Job Associate, Real Estate Investment Group at JP Morgan Asset Management
Industry Investment Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2012 - June 2014
Houlihan Lokey June 2011 - May 2012
Wedbush Capital Partners June 2010 - August 2010
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2012 - June 2014
Houlihan Lokey June 2011 - May 2012
Wedbush Capital Partners June 2010 - August 2010
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Michael Joelson, CFA's J.P. Morgan Asset Management Experience July 2008 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2008 - Present
The Laura Ingraham Show January 2006 - May 2008
J.P. Morgan Asset Management May 2007 - August 2007
Bellwether Consulting May 2006 - August 2007
Education
Georgetown University 2004 — 2008
Bachelor of Science, Finance
J.P. Morgan Asset Management July 2008 - Present
The Laura Ingraham Show January 2006 - May 2008
J.P. Morgan Asset Management May 2007 - August 2007
Bellwether Consulting May 2006 - August 2007
Education
Georgetown University 2004 — 2008
Bachelor of Science, Finance
Alvin Antonio Burgos's J.P. Morgan Asset Management Experience August 2000 - February 2004
Job
Industry Investment Management
Experience
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
Amanda Coale's J.P. Morgan Asset Management Experience October 2013 - December 2014
Job Senior Operational Risk Manager, Vice President at Citi Financial
Industry Financial Services
Experience
Citi December 2014 - Present
J.P. Morgan Asset Management October 2013 - December 2014
J.P. Morgan Asset Management August 2011 - September 2013
Cecil County Office of the Public Defender April 2008 - August 2008
Skills
Financial Services, Relationship Management, Asset Management, Banking, Process Improvement, Mutual Funds, Credit, Customer Service, Finance, Operational Risk, Back Office, Operational Risk..., Funding, Project Planning, Project Management, Business Process..., Internal Controls, Investment Banking, Auditing, Business Planning, Vendor Management, Investment Management, Internal Audit, Management, Analysis, Financial Risk, Risk Management
Education
Goldey Beacom College 2010 — 2011
Bachelor of Business Administration (B.B.A.), Management
Citi December 2014 - Present
J.P. Morgan Asset Management October 2013 - December 2014
J.P. Morgan Asset Management August 2011 - September 2013
Cecil County Office of the Public Defender April 2008 - August 2008
Skills
Financial Services, Relationship Management, Asset Management, Banking, Process Improvement, Mutual Funds, Credit, Customer Service, Finance, Operational Risk, Back Office, Operational Risk..., Funding, Project Planning, Project Management, Business Process..., Internal Controls, Investment Banking, Auditing, Business Planning, Vendor Management, Investment Management, Internal Audit, Management, Analysis, Financial Risk, Risk Management
Education
Goldey Beacom College 2010 — 2011
Bachelor of Business Administration (B.B.A.), Management
Robert Garibaldi's J.P. Morgan Asset Management Experience July 2010 - May 2014
Job Product Development at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
American Express May 2014 - August 2015
J.P. Morgan Asset Management July 2010 - May 2014
Education
Georgetown University 2006 — 2010
American Express August 2015 - Present
American Express May 2014 - August 2015
J.P. Morgan Asset Management July 2010 - May 2014
Education
Georgetown University 2006 — 2010
Kathryn Pasqualone's J.P. Morgan Asset Management Experience July 2013 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management June 2010 - June 2013
J.P. Morgan Asset Management January 2010 - May 2010
Bristol-Myers Squibb June 2009 - August 2009
Education
Fairfield University 2006 — 2010
Bachelor's degree, Finance and International Business
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management June 2010 - June 2013
J.P. Morgan Asset Management January 2010 - May 2010
Bristol-Myers Squibb June 2009 - August 2009
Education
Fairfield University 2006 — 2010
Bachelor's degree, Finance and International Business
Bradley Everetts's J.P. Morgan Asset Management Experience 2001 - Present
Job Performance Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management 2001 - Present
JPMorgan Chase May 1999 - Present
Education
Indiana University-Purdue University Fort Wayne (IPFW)
The Ohio State University
Finance, General
J.P. Morgan Asset Management 2001 - Present
JPMorgan Chase May 1999 - Present
Education
Indiana University-Purdue University Fort Wayne (IPFW)
The Ohio State University
Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY