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
Nikhil Saxena Nikhil Saxena's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Summer Intern at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Jefferies LLC May 2014 - April 2015
Deutsche Bank July 2013 - September 2013
Nik Saxena Tutoring September 2010 - June 2012
Skills
Collateral Management, Applied Mathematics, Macroeconomics, Account Reconciliation, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking
Education
New York University 2012 — 2016
Bachelor's degree, Mathematics, Economics
J.P. Morgan Asset Management June 2015 - August 2015
Jefferies LLC May 2014 - April 2015
Deutsche Bank July 2013 - September 2013
Nik Saxena Tutoring September 2010 - June 2012
Skills
Collateral Management, Applied Mathematics, Macroeconomics, Account Reconciliation, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking
Education
New York University 2012 — 2016
Bachelor's degree, Mathematics, Economics
David Pastiva's J.P. Morgan Asset Management Experience 2015 - Present
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2015 - Present
PNC Investments April 2014 - June 2015
Chase August 2010 - April 2014
Mt Vernon City Schools Ohio July 2007 - August 2010
Skills
Sales, Customer Service, Deposits, Microsoft Excel, PowerPoint, Microsoft Word, Fixed Annuities, IRAs, Training, Banking, Outlook, Mutual Funds, Retail Banking, Life Insurance, Investments, Retirement, NMLS Licensed, Consumer Lending, Financial Services
Education
Williams Baptist College 2003 — 2005
Bachelor's Degree, Social Studies Teacher Education
Kent State University 2000 — 2003
J.P. Morgan Asset Management 2015 - Present
PNC Investments April 2014 - June 2015
Chase August 2010 - April 2014
Mt Vernon City Schools Ohio July 2007 - August 2010
Skills
Sales, Customer Service, Deposits, Microsoft Excel, PowerPoint, Microsoft Word, Fixed Annuities, IRAs, Training, Banking, Outlook, Mutual Funds, Retail Banking, Life Insurance, Investments, Retirement, NMLS Licensed, Consumer Lending, Financial Services
Education
Williams Baptist College 2003 — 2005
Bachelor's Degree, Social Studies Teacher Education
Kent State University 2000 — 2003
Jason Li Jason Li's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Student at Sauder School of Business | UBC
Industry Investment Management
Experience
CANALYST Financial Modeling Corporation January 2015 - Present
Cypress Lane Capital May 2015 - July 2015
J.P. Morgan Asset Management June 2014 - August 2014
Student Experience Research Advisory September 2013 - April 2014
Pavilion Global Markets October 2013 - February 2014
OceanRock Investments Inc. May 2013 - July 2013
Education
The University of British Columbia 2013 — 2016
Bachelor of Commerce (BCom), Finance
Langara College 2012 — 2013
University Transfer Program, Business/Commerce, General
CANALYST Financial Modeling Corporation January 2015 - Present
Cypress Lane Capital May 2015 - July 2015
J.P. Morgan Asset Management June 2014 - August 2014
Student Experience Research Advisory September 2013 - April 2014
Pavilion Global Markets October 2013 - February 2014
OceanRock Investments Inc. May 2013 - July 2013
Education
The University of British Columbia 2013 — 2016
Bachelor of Commerce (BCom), Finance
Langara College 2012 — 2013
University Transfer Program, Business/Commerce, General
Priya Kothandaraman Priya Kothandaraman's J.P. Morgan Asset Management Experience February 2015 - Present
Job AML/KYC Client Onboarding Officer
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
MicroPlace June 2010 - June 2014
Bruce Allen Investments October 2008 - August 2009
MicroPlace September 2007 - June 2008
Ameriprise Financial Services, Inc. December 2006 - July 2007
Wells Fargo August 2005 - August 2006
Skills
Customer Service, Administration, Reports & Analysis, Compliance, Office Management, Financial Operations
Education
Madurai Kamaraj University 1999 — 2001
Master of Tourism Management
Shevaroys 1996 — 1999
Diploma in Hotel Management & Catering Technology
J.P. Morgan Asset Management February 2015 - Present
MicroPlace June 2010 - June 2014
Bruce Allen Investments October 2008 - August 2009
MicroPlace September 2007 - June 2008
Ameriprise Financial Services, Inc. December 2006 - July 2007
Wells Fargo August 2005 - August 2006
Skills
Customer Service, Administration, Reports & Analysis, Compliance, Office Management, Financial Operations
Education
Madurai Kamaraj University 1999 — 2001
Master of Tourism Management
Shevaroys 1996 — 1999
Diploma in Hotel Management & Catering Technology
Adam Gebler, CIMA® Adam Gebler, CIMA®'s J.P. Morgan Asset Management Experience February 2014 - Present
Job Executive Director ETF Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
MyVest May 2013 - February 2014
Mosaic Research Management, LLC October 2012 - April 2013
IndexUniverse, LLC February 2012 - October 2012
BlackRock January 2010 - December 2011
Barclays Global Investors June 2008 - December 2009
Barclays Global Investors March 2006 - June 2008
Barclays Global Investors January 2003 - February 2006
Barclays Global Investors February 2000 - December 2002
Blackrock, Inc. January 1997 - December 1999
Skills
ETFs, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Product Marketing, Public Speaking, Consulting, Due Diligence, Investments, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Financial Services, Investment Management, Securities, Strategy, Management, Business Development, Analytics, Product Management, Alternative Investments
Education
Northwestern University 1990 — 1994
BA, Political Science & Business Institutions
J.P. Morgan Asset Management February 2014 - Present
MyVest May 2013 - February 2014
Mosaic Research Management, LLC October 2012 - April 2013
IndexUniverse, LLC February 2012 - October 2012
BlackRock January 2010 - December 2011
Barclays Global Investors June 2008 - December 2009
Barclays Global Investors March 2006 - June 2008
Barclays Global Investors January 2003 - February 2006
Barclays Global Investors February 2000 - December 2002
Blackrock, Inc. January 1997 - December 1999
Skills
ETFs, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Product Marketing, Public Speaking, Consulting, Due Diligence, Investments, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Financial Services, Investment Management, Securities, Strategy, Management, Business Development, Analytics, Product Management, Alternative Investments
Education
Northwestern University 1990 — 1994
BA, Political Science & Business Institutions
Rebecca Krollman Kniesel Rebecca Krollman Kniesel's J.P. Morgan Asset Management Experience October 2014 - August 2015
Job Head of Institutional Marketing at Voya Investment Management
Industry Marketing and Advertising
Experience
Voya Investment Management August 2015 - Present
J.P. Morgan Asset Management October 2014 - August 2015
J.P. Morgan Asset Management 2007 - October 2014
BlackRock 2006 - 2007
JPMorgan Asset Management 2000 - 2006
Deutsche Bank August 1998 - July 2000
mbna america 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Series 7, Fixed Income, Financial Services, Investments, Asset Managment, Mutual Funds, Communication Training, Thought Leadership, Portfolio Management, Relationship Management, Wealth Management, Investment Management
Education
Villanova University 1993 — 1996
BA, Liberal Arts
The American College in London 1992 — 1993
New York University
Voya Investment Management August 2015 - Present
J.P. Morgan Asset Management October 2014 - August 2015
J.P. Morgan Asset Management 2007 - October 2014
BlackRock 2006 - 2007
JPMorgan Asset Management 2000 - 2006
Deutsche Bank August 1998 - July 2000
mbna america 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Series 7, Fixed Income, Financial Services, Investments, Asset Managment, Mutual Funds, Communication Training, Thought Leadership, Portfolio Management, Relationship Management, Wealth Management, Investment Management
Education
Villanova University 1993 — 1996
BA, Liberal Arts
The American College in London 1992 — 1993
New York University
Erik Grabowski Erik Grabowski's J.P. Morgan Asset Management Experience May 2015 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Real Estate
Experience
J.P. Morgan Asset Management May 2015 - Present
Fortress Commercial Real Estate Advisors February 2014 - May 2015
BlackRock February 2007 - April 2013
JP Morgan July 1996 - February 2007
Skills
Asset Managment, CMBS, Real Estate Economics, Valuation, Investments, Due Diligence, Disposition, Portfolio Management, Capital Markets, Private Equity, Financial Modeling, Real Estate, Asset Management, Real Estate Financing, Structured Finance, Real Estate Development, Acquisitions, Commercial Real Estate, Dispositions, Investment Properties, Leases, Finance, Real Estate Transactions
Education
University of Pennsylvania
Certificate in Retail Real Estate Development (ICSC), Real Estate Development
New York University 2003 — 2004
Masters, Real Estate Investment and Finance
Massachusetts Institute of Technology
Certificate in Commercial Real Estate Development, Real Estate Development
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BS and BA, Finance and Psychology
J.P. Morgan Asset Management May 2015 - Present
Fortress Commercial Real Estate Advisors February 2014 - May 2015
BlackRock February 2007 - April 2013
JP Morgan July 1996 - February 2007
Skills
Asset Managment, CMBS, Real Estate Economics, Valuation, Investments, Due Diligence, Disposition, Portfolio Management, Capital Markets, Private Equity, Financial Modeling, Real Estate, Asset Management, Real Estate Financing, Structured Finance, Real Estate Development, Acquisitions, Commercial Real Estate, Dispositions, Investment Properties, Leases, Finance, Real Estate Transactions
Education
University of Pennsylvania
Certificate in Retail Real Estate Development (ICSC), Real Estate Development
New York University 2003 — 2004
Masters, Real Estate Investment and Finance
Massachusetts Institute of Technology
Certificate in Commercial Real Estate Development, Real Estate Development
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BS and BA, Finance and Psychology
Candice Manko's J.P. Morgan Asset Management Experience March 2013 - April 2015
Job Financial Control Analyst at J.P. Morgan Chase
Industry Accounting
Experience
J.P. Morgan Asset Management March 2013 - April 2015
Victoria's Secret May 2008 - April 2013
Hark & Associates, P.C. May 2012 - November 2012
Erie Insurance Group January 2009 - January 2010
Georgeo's Water Ice, Inc. June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Customer Service, Customer Satisfaction, Accounting, Financial Reporting, Account Reconciliation, Payroll, General Ledger, Inventory Management, Journal Entries, Bookkeeping, Financial Statements, Retail, Teamwork, Data Entry
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (B.S.), Accounting
Kutztown University of Pennsylvania
J.P. Morgan Asset Management March 2013 - April 2015
Victoria's Secret May 2008 - April 2013
Hark & Associates, P.C. May 2012 - November 2012
Erie Insurance Group January 2009 - January 2010
Georgeo's Water Ice, Inc. June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Customer Service, Customer Satisfaction, Accounting, Financial Reporting, Account Reconciliation, Payroll, General Ledger, Inventory Management, Journal Entries, Bookkeeping, Financial Statements, Retail, Teamwork, Data Entry
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (B.S.), Accounting
Kutztown University of Pennsylvania
Christopher A Moy Christopher A Moy's J.P. Morgan Asset Management Experience October 2005 - November 2007
Job Incentive Compensation
Industry Pharmaceuticals
Experience
Gilead Sciences August 2014 - Present
Questcor Pharmaceuticals, Inc. October 2013 - August 2014
Aon Hewitt July 2012 - July 2013
Bank of America August 2010 - September 2011
Bank of America November 2007 - August 2010
J.P. Morgan Asset Management October 2005 - November 2007
Citi October 2004 - October 2005
ECHOTrade September 2003 - October 2004
Sakura Delsher 2001 - 2002
Skills
Sales Commissions, Sales Operations, Salesforce.com, Pharmaceutical Industry, Business Analysis, Incentive Programs, Commercial Sales, Performance Improvement, Performance Analysis, Bloomberg, Global Plus, Derivatives, Financial Modeling, ClearPar, Relationship Management, CRM, Credit Portfolio..., GMI, Business Process..., Finance, MarkitWire, ICELink, CME Core, Mutual Funds, Banking, Retail Banking, Outsourced HR Services, Forecasting, Securities, Series 7, Portfolio Management, Financial Analysis, Risk Management, Hedge Funds, Trading, Fixed Income, Credit, Management, Investments, Capital Markets, Valuation, Financial Services, Markitwire
Education
Loyola University of Chicago 1998 — 2002
BBA, Finance and Management Information Systems
Gilead Sciences August 2014 - Present
Questcor Pharmaceuticals, Inc. October 2013 - August 2014
Aon Hewitt July 2012 - July 2013
Bank of America August 2010 - September 2011
Bank of America November 2007 - August 2010
J.P. Morgan Asset Management October 2005 - November 2007
Citi October 2004 - October 2005
ECHOTrade September 2003 - October 2004
Sakura Delsher 2001 - 2002
Skills
Sales Commissions, Sales Operations, Salesforce.com, Pharmaceutical Industry, Business Analysis, Incentive Programs, Commercial Sales, Performance Improvement, Performance Analysis, Bloomberg, Global Plus, Derivatives, Financial Modeling, ClearPar, Relationship Management, CRM, Credit Portfolio..., GMI, Business Process..., Finance, MarkitWire, ICELink, CME Core, Mutual Funds, Banking, Retail Banking, Outsourced HR Services, Forecasting, Securities, Series 7, Portfolio Management, Financial Analysis, Risk Management, Hedge Funds, Trading, Fixed Income, Credit, Management, Investments, Capital Markets, Valuation, Financial Services, Markitwire
Education
Loyola University of Chicago 1998 — 2002
BBA, Finance and Management Information Systems
Millicent Anglin Millicent Anglin's J.P. Morgan Asset Management Experience 2000 - 2003
Job Founder at Gap Year Press
Industry Media Production
Experience
Gap Year Press 2013 - Present
Stanford University 2014 - 2015
Bank of America Merrill Lynch 2010 - 2012
Affordable Housing Associates 2008 - 2010
National Equity Fund 2003 - 2006
J.P. Morgan Asset Management 2000 - 2003
Skills
Affordable Housing, Real Estate, Real Estate Development, Asset Managment, Real Estate Economics, Investment Properties, Investments, Due Diligence, Business Planning, Asset Management, Entrepreneurship, Portfolio Management, Management, Commercial Real Estate, Valuation, Venture Capital, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
Master of Business Administration (MBA)
London Business School 2007 — 2007
MBA Exchange Program
New York University 1996 — 2000
BA, Economics and Computer Science
Gap Year Press 2013 - Present
Stanford University 2014 - 2015
Bank of America Merrill Lynch 2010 - 2012
Affordable Housing Associates 2008 - 2010
National Equity Fund 2003 - 2006
J.P. Morgan Asset Management 2000 - 2003
Skills
Affordable Housing, Real Estate, Real Estate Development, Asset Managment, Real Estate Economics, Investment Properties, Investments, Due Diligence, Business Planning, Asset Management, Entrepreneurship, Portfolio Management, Management, Commercial Real Estate, Valuation, Venture Capital, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
Master of Business Administration (MBA)
London Business School 2007 — 2007
MBA Exchange Program
New York University 1996 — 2000
BA, Economics and Computer Science
Adriano Medina, CAMS Adriano Medina, CAMS's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job AntiMoney Laundering: Enhanced Due Diligence Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Jennifer Walsh Jennifer Walsh's J.P. Morgan Asset Management Experience June 2012 - Present
Job Vice President at JP Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management June 2012 - Present
State Street Bank January 2003 - October 2011
Deutsche Bank January 1999 - January 2003
Bankers Trust Company January 1993 - January 1999
Inteplast Corporation January 1992 - January 1993
Education
Marist College 1988 — 1992
Bachelor of Science, Marketing, Accounting
J.P. Morgan Asset Management June 2012 - Present
State Street Bank January 2003 - October 2011
Deutsche Bank January 1999 - January 2003
Bankers Trust Company January 1993 - January 1999
Inteplast Corporation January 1992 - January 1993
Education
Marist College 1988 — 1992
Bachelor of Science, Marketing, Accounting
Ania J. Lasek Ania J. Lasek's J.P. Morgan Asset Management Experience August 2014 - Present
Job Associate at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Skills
Asset Allocation, Equities, Investments, PowerPoint, Research, Microsoft Excel, Portfolio Management, Financial Reporting, Client Service, Morningstar, Asset Managment, Investment Research, Analysis
Education
Loyola University of Chicago 2001 — 2005
BBA, Finance & International Business
J.P. Morgan Asset Management August 2014 - Present
Skills
Asset Allocation, Equities, Investments, PowerPoint, Research, Microsoft Excel, Portfolio Management, Financial Reporting, Client Service, Morningstar, Asset Managment, Investment Research, Analysis
Education
Loyola University of Chicago 2001 — 2005
BBA, Finance & International Business
Jaime Rehm Jaime Rehm's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Investment Analyst at Aon Hewitt Retirement & Investment Consulting
Industry Financial Services
Experience
Aon Hewitt June 2015 - Present
Marquette University Department of Recreational Sports August 2011 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
Milwaukee County Parks June 2012 - August 2012
Milwaukee County Parks June 2010 - August 2011
Skills
Volleyball Coach, Cpr Certified, Fundraising, Spanish, Management, Marketing Communications, Business Planning, Administrative..., Program Development, Event Management, Leadership Development, Coaching, Sports, Finance, Training, Marketing, Social Media Marketing, Analysis
Education
Marquette University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Summer Business Program, Rome, Italy 2013 — 2013
International Marketing
Applied Global Business Learning, El Salvador 2013 — 2013
International Economics
Universidad Pontificia Comillas 2012 — 2012
Summer Study Abroad Program, Spanish Language and Culture
Aon Hewitt June 2015 - Present
Marquette University Department of Recreational Sports August 2011 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
Milwaukee County Parks June 2012 - August 2012
Milwaukee County Parks June 2010 - August 2011
Skills
Volleyball Coach, Cpr Certified, Fundraising, Spanish, Management, Marketing Communications, Business Planning, Administrative..., Program Development, Event Management, Leadership Development, Coaching, Sports, Finance, Training, Marketing, Social Media Marketing, Analysis
Education
Marquette University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Summer Business Program, Rome, Italy 2013 — 2013
International Marketing
Applied Global Business Learning, El Salvador 2013 — 2013
International Economics
Universidad Pontificia Comillas 2012 — 2012
Summer Study Abroad Program, Spanish Language and Culture
Audriana Li's J.P. Morgan Asset Management Experience May 2012 - August 2012
Job Senior Analyst, Strategy & Transformation at TD Wealth
Industry Investment Management
Experience
TD Wealth August 2015 - Present
TD Asset Management August 2013 - August 2015
J.P. Morgan Asset Management May 2012 - August 2012
Foundation Western May 2011 - August 2011
Ontario Ministry of Environment July 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Analysis, Teamwork, Financial Modeling, Research, Excel, Sales, Leadership, Data Analysis, Customer Service, Microsoft Office, Economics, PowerPoint, Social Media, Investment Research, Mentoring, VBA, Time Management, Bloomberg, Fundamental Analysis
Education
CFA Institute
Ivey Business School at Western University 2011 — 2013
Bachelor, HBA 2013
Reims Management School 2013 — 2013
Bachelor's degree, Masters Sup de Co Exchange Program
The University of Western Ontario 2009 — 2011
Bachelor, Management and Organizational Studies Finance and Administration
University of Toronto Schools 2003 — 2009
High School
TD Wealth August 2015 - Present
TD Asset Management August 2013 - August 2015
J.P. Morgan Asset Management May 2012 - August 2012
Foundation Western May 2011 - August 2011
Ontario Ministry of Environment July 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Analysis, Teamwork, Financial Modeling, Research, Excel, Sales, Leadership, Data Analysis, Customer Service, Microsoft Office, Economics, PowerPoint, Social Media, Investment Research, Mentoring, VBA, Time Management, Bloomberg, Fundamental Analysis
Education
CFA Institute
Ivey Business School at Western University 2011 — 2013
Bachelor, HBA 2013
Reims Management School 2013 — 2013
Bachelor's degree, Masters Sup de Co Exchange Program
The University of Western Ontario 2009 — 2011
Bachelor, Management and Organizational Studies Finance and Administration
University of Toronto Schools 2003 — 2009
High School
Yanilsa Frias's J.P. Morgan Asset Management Experience July 2015 - Present
Job Finance Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management July 2015 - Present
Ithaca College August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Ithaca College August 2012 - May 2013
Thomas Publishing June 2012 - August 2012
J.P. Morgan July 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Finance, Risk Management, Accounting, Banking, Analysis, Financial Reporting, Financial Analysis, Access, Program Management, Process Improvement, Public Speaking
Education
Ithaca College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
International Education of Students (IES) 2013 — 2013
J.P. Morgan Asset Management July 2015 - Present
Ithaca College August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Ithaca College August 2012 - May 2013
Thomas Publishing June 2012 - August 2012
J.P. Morgan July 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Finance, Risk Management, Accounting, Banking, Analysis, Financial Reporting, Financial Analysis, Access, Program Management, Process Improvement, Public Speaking
Education
Ithaca College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
International Education of Students (IES) 2013 — 2013
Petek Pekgoz's J.P. Morgan Asset Management Experience November 2014 - Present
Job
Industry Marketing and Advertising
Experience
J.P. Morgan Asset Management November 2014 - Present
Citi September 2006 - September 2014
Appian Corporation August 2002 - August 2006
Skills
Analytics, Digital Marketing, Web Analytics, Integrated Marketing, Online Marketing, Marketing, Operations Management, Web Development, Marketing Management, Marketing Strategy, CRM, Business Strategy, Marketing Analytics, Digital Strategy
Education
New York University 2008 — 2011
MS, Digital Marketing
University of Virginia 1998 — 2002
BA, Economics, Finance, German, 3.7 / 4.0
German Highschool 1990 — 1998
Abitur, Mathematics & Physics
J.P. Morgan Asset Management November 2014 - Present
Citi September 2006 - September 2014
Appian Corporation August 2002 - August 2006
Skills
Analytics, Digital Marketing, Web Analytics, Integrated Marketing, Online Marketing, Marketing, Operations Management, Web Development, Marketing Management, Marketing Strategy, CRM, Business Strategy, Marketing Analytics, Digital Strategy
Education
New York University 2008 — 2011
MS, Digital Marketing
University of Virginia 1998 — 2002
BA, Economics, Finance, German, 3.7 / 4.0
German Highschool 1990 — 1998
Abitur, Mathematics & Physics
Julian DeOliveira's J.P. Morgan Asset Management Experience May 2015 - Present
Job Cash Operations Intern at J.P.Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2015 - Present
ALPFA (Association for Latinos in Finance and Accounting) May 2015 - Present
Career Ambassador Program September 2013 - Present
Hotel DuPont April 2015 - September 2015
ALPFA (Association for Latinos in Finance and Accounting) May 2014 - May 2015
University of Granada September 2014 - December 2014
Skills
Spanish, Teamwork, Public Speaking, Leadership, PowerPoint, English, Brazilian Portuguese, Video Editing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Customer Service, Research, Photoshop, Social Media, HTML
Education
University of Delaware 2013 — 2017
Bachelor's Degree, Finance and International Business, Sophomore
Lehigh University 2012 — 2013
Wilmington Friends
J.P. Morgan Asset Management May 2015 - Present
ALPFA (Association for Latinos in Finance and Accounting) May 2015 - Present
Career Ambassador Program September 2013 - Present
Hotel DuPont April 2015 - September 2015
ALPFA (Association for Latinos in Finance and Accounting) May 2014 - May 2015
University of Granada September 2014 - December 2014
Skills
Spanish, Teamwork, Public Speaking, Leadership, PowerPoint, English, Brazilian Portuguese, Video Editing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Customer Service, Research, Photoshop, Social Media, HTML
Education
University of Delaware 2013 — 2017
Bachelor's Degree, Finance and International Business, Sophomore
Lehigh University 2012 — 2013
Wilmington Friends
William (Bill) Chaney William (Bill) Chaney's J.P. Morgan Asset Management Experience January 2008 - February 2009
Job AVP, IT Quality Assurance at Nationstar Mortgage
Industry Investment Banking
Experience
Nationstar Mortgage July 2014 - Present
ISGN - Nationstar Mortgage Contract January 2013 - July 2014
Capital One Home Loans September 2009 - May 2012
CoreLogic REO Services February 2009 - September 2009
J.P. Morgan Asset Management January 2008 - February 2009
FREMONT INVESTMENT & LOAN July 2006 - January 2008
CENTEX HOME EQUITY / NATIONSTAR MORTGAGE March 2003 - July 2006
FIRST HORIZONS HOME LOANS September 2001 - March 2003
EMC Mortgage July 1999 - September 2001
Skills
Team Leadership, Hands-on Training, Brand Developement, Communication Skills, Analytical Skills, People Skills, Building Automation, Team Building, Operating Systems, Systems Analysis, Creative Direction, Creative Strategy, Creative Solutions, Self-driven, Self-starter, Default, REO, Foreclosures, Loan Servicing, Loss Mitigation, Closings, Management, Property, Mortgage Lending, Investors, Real Estate, Credit, Mortgage Servicing, Loans, FHA, Loan Origination, Residential Mortgages, Mortgage Underwriting, Mortgage Banking, Investment Properties, Asset Management, Short Sales, Portfolio Management, Banking
Education
North Central Texas College 2014 — 2016
Associate's Degree, Computer Sience
Lincoln Academy 2012 — 2012
Diploma, Basic Skills and Developmental/Remedial Education
Nationstar Mortgage July 2014 - Present
ISGN - Nationstar Mortgage Contract January 2013 - July 2014
Capital One Home Loans September 2009 - May 2012
CoreLogic REO Services February 2009 - September 2009
J.P. Morgan Asset Management January 2008 - February 2009
FREMONT INVESTMENT & LOAN July 2006 - January 2008
CENTEX HOME EQUITY / NATIONSTAR MORTGAGE March 2003 - July 2006
FIRST HORIZONS HOME LOANS September 2001 - March 2003
EMC Mortgage July 1999 - September 2001
Skills
Team Leadership, Hands-on Training, Brand Developement, Communication Skills, Analytical Skills, People Skills, Building Automation, Team Building, Operating Systems, Systems Analysis, Creative Direction, Creative Strategy, Creative Solutions, Self-driven, Self-starter, Default, REO, Foreclosures, Loan Servicing, Loss Mitigation, Closings, Management, Property, Mortgage Lending, Investors, Real Estate, Credit, Mortgage Servicing, Loans, FHA, Loan Origination, Residential Mortgages, Mortgage Underwriting, Mortgage Banking, Investment Properties, Asset Management, Short Sales, Portfolio Management, Banking
Education
North Central Texas College 2014 — 2016
Associate's Degree, Computer Sience
Lincoln Academy 2012 — 2012
Diploma, Basic Skills and Developmental/Remedial Education
Manish Goyal Manish Goyal's J.P. Morgan Asset Management Experience June 2014 - Present
Job Managing Director Portfolio Manager at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2014 - Present
TIAA-CREF 2004 - 2012
Neuberger Berman November 1998 - October 2004
Sanford C. Bernstein June 1996 - November 1998
Skills
Equity Research, Alternative Investments, Investment Management, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Strategy, Hedge Funds, Corporate Finance, Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Management, Investments, Emerging Markets, Financial Services, Bloomberg, Investment Strategies, Asset Allocation, Series 7, Investment Banking, Securities, Derivatives, Mutual Funds, Trading, Equity Valuation, Series 63, Options, Venture Capital, Financial Markets, Bonds, Trading Systems, Equity Trading
Education
University of Wisconsin-Madison 1994 — 1996
MS, Finance -- Security Analysis & Portfolio Management
Jiwaji University 1990 — 1992
Master of Commerce
J.P. Morgan Asset Management June 2014 - Present
TIAA-CREF 2004 - 2012
Neuberger Berman November 1998 - October 2004
Sanford C. Bernstein June 1996 - November 1998
Skills
Equity Research, Alternative Investments, Investment Management, Portfolio Management, Fixed Income, Asset Management, Capital Markets, Strategy, Hedge Funds, Corporate Finance, Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Management, Investments, Emerging Markets, Financial Services, Bloomberg, Investment Strategies, Asset Allocation, Series 7, Investment Banking, Securities, Derivatives, Mutual Funds, Trading, Equity Valuation, Series 63, Options, Venture Capital, Financial Markets, Bonds, Trading Systems, Equity Trading
Education
University of Wisconsin-Madison 1994 — 1996
MS, Finance -- Security Analysis & Portfolio Management
Jiwaji University 1990 — 1992
Master of Commerce
Meeta Kapadia's J.P. Morgan Asset Management Experience September 2007 - March 2011
Job Relationship Management
Industry Financial Services
Experience
Silicon Valley Bank July 2013 - Present
Silicon Valley Bank September 2012 - July 2013
Popdust Inc. May 2012 - September 2012
Lot18 March 2011 - February 2012
J.P. Morgan Asset Management September 2007 - March 2011
Bank of America February 2006 - September 2007
Cohen & Steers June 2005 - February 2006
Skills
Series 7, Series 63
Education
New York University
MPA, Finance
University of Virginia
BA, History
Silicon Valley Bank July 2013 - Present
Silicon Valley Bank September 2012 - July 2013
Popdust Inc. May 2012 - September 2012
Lot18 March 2011 - February 2012
J.P. Morgan Asset Management September 2007 - March 2011
Bank of America February 2006 - September 2007
Cohen & Steers June 2005 - February 2006
Skills
Series 7, Series 63
Education
New York University
MPA, Finance
University of Virginia
BA, History
Dmitry Mukhin, PhD, FSA, CFA Dmitry Mukhin, PhD, FSA, CFA's J.P. Morgan Asset Management Experience September 2015 - Present
Job Executive Director at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
ING US Financial Services February 2010 - September 2015
Wellington Management August 2007 - December 2008
Standish Mellon Asset Management 2003 - 2007
MetLife 2000 - 2003
Skills
Asset Management, Insurance, ALM, Investments, Investment Strategies, Asset Allocation, Risk Management, Financial Risk, Actuarial Science, Derivatives, Portfolio Management, Financial Modeling, Fixed Annuities, Financial Analysis, Pension Funds, Pensions, Defined Benefit, Hedging, Retirement, Enterprise Risk..., Options, Fixed Income Analysis, Quantitative Analytics, Quantitative Finance, Financial Services, Economic Capital, Fixed Income
Education
Purdue University 1996 — 2001
Ph.D., Mathematical Economics
Purdue University 1994 — 1996
Master's Degree, Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Applied Mathematics and Information Technology
J.P. Morgan Asset Management September 2015 - Present
ING US Financial Services February 2010 - September 2015
Wellington Management August 2007 - December 2008
Standish Mellon Asset Management 2003 - 2007
MetLife 2000 - 2003
Skills
Asset Management, Insurance, ALM, Investments, Investment Strategies, Asset Allocation, Risk Management, Financial Risk, Actuarial Science, Derivatives, Portfolio Management, Financial Modeling, Fixed Annuities, Financial Analysis, Pension Funds, Pensions, Defined Benefit, Hedging, Retirement, Enterprise Risk..., Options, Fixed Income Analysis, Quantitative Analytics, Quantitative Finance, Financial Services, Economic Capital, Fixed Income
Education
Purdue University 1996 — 2001
Ph.D., Mathematical Economics
Purdue University 1994 — 1996
Master's Degree, Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Applied Mathematics and Information Technology
Michael McQuesten Michael McQuesten's J.P. Morgan Asset Management Experience 2014 - Present
Job V.P. Product Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2014 - Present
Fidelity Investments/Pyramis Global Advisors June 2007 - January 2012
Fidelity Investments/Pyramis Global Advisors June 2005 - June 2007
Fidelity Investments January 2004 - June 2005
Skills
Product Development, Product Management, Investment Strategies, Asset Managment, Alternative Investments, Institutional Investors, Hedge Funds, Investment Portfolio..., Competitive Analysis, Financial Market..., Strategic Planning
Education
Penn State University 1999 — 2003
B.S., Finance and Management Information Systems
National University of Singapore
J.P. Morgan Asset Management 2014 - Present
Fidelity Investments/Pyramis Global Advisors June 2007 - January 2012
Fidelity Investments/Pyramis Global Advisors June 2005 - June 2007
Fidelity Investments January 2004 - June 2005
Skills
Product Development, Product Management, Investment Strategies, Asset Managment, Alternative Investments, Institutional Investors, Hedge Funds, Investment Portfolio..., Competitive Analysis, Financial Market..., Strategic Planning
Education
Penn State University 1999 — 2003
B.S., Finance and Management Information Systems
National University of Singapore
Joseph P. Dillon Joseph P. Dillon's J.P. Morgan Asset Management Experience July 2014 - Present
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan June 2013 - August 2013
PricewaterhouseCoopers June 2012 - July 2012
Office of the State's Attorney July 2011 - August 2011
U.S. House of Representatives July 2010 - August 2010
Skills
Leadership, Public Speaking, Strategic Planning, Financial Analysis, Data Analysis, Problem Solving, Business Strategy, Analytical Skills, Communication, Financial Accounting, Critical Thinking, Interpersonal Skills, Budgeting, Organization Skills, Presentations
Education
Morehouse College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration - Concentration in Finance
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan June 2013 - August 2013
PricewaterhouseCoopers June 2012 - July 2012
Office of the State's Attorney July 2011 - August 2011
U.S. House of Representatives July 2010 - August 2010
Skills
Leadership, Public Speaking, Strategic Planning, Financial Analysis, Data Analysis, Problem Solving, Business Strategy, Analytical Skills, Communication, Financial Accounting, Critical Thinking, Interpersonal Skills, Budgeting, Organization Skills, Presentations
Education
Morehouse College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration - Concentration in Finance
Scott Kraus's J.P. Morgan Asset Management Experience August 2014 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Commercial Real Estate
Experience
J.P. Morgan Asset Management August 2014 - Present
Torchlight Investors f/k/a ING Clarion May 2011 - August 2014
Capstone Realty Group November 2009 - April 2011
Kimco Realty Corporation July 2007 - April 2009
Skills
Real Estate Development, Commercial Real Estate, Real Estate, Real Estate Financing, Financial Modeling, Real Estate Transactions, Real Estate Private..., Investment Properties, Capital Markets, Due Diligence, Investments, Underwriting
Education
New York University 2010 — 2014
Masters in Real Estate, Sustainable Real Estate Development, Schack Institute of Real Estate
Bates College 2003 — 2007
Bachelor of Arts, Political History
J.P. Morgan Asset Management August 2014 - Present
Torchlight Investors f/k/a ING Clarion May 2011 - August 2014
Capstone Realty Group November 2009 - April 2011
Kimco Realty Corporation July 2007 - April 2009
Skills
Real Estate Development, Commercial Real Estate, Real Estate, Real Estate Financing, Financial Modeling, Real Estate Transactions, Real Estate Private..., Investment Properties, Capital Markets, Due Diligence, Investments, Underwriting
Education
New York University 2010 — 2014
Masters in Real Estate, Sustainable Real Estate Development, Schack Institute of Real Estate
Bates College 2003 — 2007
Bachelor of Arts, Political History
Katy Svihra Katy Svihra's J.P. Morgan Asset Management Experience July 2015 - Present
Job Lead Trainer at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase & Co. June 2009 - June 2015
Chase August 2005 - May 2009
Target April 2004 - July 2005
Skills
Leadership, Training, Employee Training, Time Management, Workshop Facilitation
Education
Iowa State University 1996 — 2000
Bachelor of Science (B.S.), Public Service and Administration in Agricultural
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase & Co. June 2009 - June 2015
Chase August 2005 - May 2009
Target April 2004 - July 2005
Skills
Leadership, Training, Employee Training, Time Management, Workshop Facilitation
Education
Iowa State University 1996 — 2000
Bachelor of Science (B.S.), Public Service and Administration in Agricultural
Carlos Villa Urbina Carlos Villa Urbina's J.P. Morgan Asset Management Experience September 2015 - Present
Job Analyst Latin America Private Bank at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan Asset Management July 2014 - July 2015
J.P. Morgan Asset Management May 2013 - August 2013
Education
State University of New York at Stony Brook 2011 — 2014
Economics & Applied Math and Statistics
North Carolina State University 2010 — 2011
Sports Management
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan Asset Management July 2014 - July 2015
J.P. Morgan Asset Management May 2013 - August 2013
Education
State University of New York at Stony Brook 2011 — 2014
Economics & Applied Math and Statistics
North Carolina State University 2010 — 2011
Sports Management
Nina Cebenko Nina Cebenko's J.P. Morgan Asset Management Experience February 2011 - August 2011
Job Consultant Relations Associate at Lazard Asset Management
Industry Investment Management
Experience
Jennison Associates May 2012 - April 2014
Jones Lang LaSalle November 2011 - December 2011
J.P. Morgan Asset Management February 2011 - August 2011
AllianceBernstein April 2010 - October 2010
FactSet Research Systems January 2007 - July 2009
Morgan Stanley Investment Management June 2006 - August 2006
Skills
Marketing, Competitive Analysis, Market Research, Marketing Strategy, Investments, Business Development, Investor Relations, Expense Reporting, Multi Tasking, Client Presentation, Customer Service, Strategic Planning, Microsoft Office, Time Management, Office Management, Office Administration, Event Planning, Event Management, Problem Solving, Creative Solutions, Account Management, Portfolio Management, Prioritisation, Calendaring, Records Management
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Marketing
Loyola Academy
Jennison Associates May 2012 - April 2014
Jones Lang LaSalle November 2011 - December 2011
J.P. Morgan Asset Management February 2011 - August 2011
AllianceBernstein April 2010 - October 2010
FactSet Research Systems January 2007 - July 2009
Morgan Stanley Investment Management June 2006 - August 2006
Skills
Marketing, Competitive Analysis, Market Research, Marketing Strategy, Investments, Business Development, Investor Relations, Expense Reporting, Multi Tasking, Client Presentation, Customer Service, Strategic Planning, Microsoft Office, Time Management, Office Management, Office Administration, Event Planning, Event Management, Problem Solving, Creative Solutions, Account Management, Portfolio Management, Prioritisation, Calendaring, Records Management
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Marketing
Loyola Academy
Clayton Meyers Clayton Meyers's J.P. Morgan Asset Management Experience May 2012 - August 2012
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
Students Consulting for Non-Profit Organizations September 2010 - May 2013
Student Investment Association October 2009 - May 2013
J.P. Morgan Asset Management May 2012 - August 2012
Michigan State University Student Investment Fund January 2011 - August 2012
PNC May 2011 - August 2011
Michigan State University's Center for International Business Education and Research October 2009 - May 2011
Eli Broad Scholar Organization October 2009 - May 2011
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Finance, Equity Research, Financial Analysis, Bloomberg, Portfolio Management, Investments, Critical Thinking, Communication, Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Time Management, Timely Decision Making, Teamwork, Team Management, Creativity, Valuation, Budgets, Leadership
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Jefferies & Company May 2013 - Present
Students Consulting for Non-Profit Organizations September 2010 - May 2013
Student Investment Association October 2009 - May 2013
J.P. Morgan Asset Management May 2012 - August 2012
Michigan State University Student Investment Fund January 2011 - August 2012
PNC May 2011 - August 2011
Michigan State University's Center for International Business Education and Research October 2009 - May 2011
Eli Broad Scholar Organization October 2009 - May 2011
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Finance, Equity Research, Financial Analysis, Bloomberg, Portfolio Management, Investments, Critical Thinking, Communication, Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Time Management, Timely Decision Making, Teamwork, Team Management, Creativity, Valuation, Budgets, Leadership
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Lucy Chen Lucy Chen's J.P. Morgan Asset Management Experience February 2010 - July 2012
Job Resultdriven Digital Marketing Professional
Industry Marketing and Advertising
Experience
Merkle April 2014 - Present
Optum (UnitedHealth Group) July 2013 - August 2013
J.P. Morgan Asset Management February 2010 - July 2012
J.P. Morgan Asset Management February 2009 - January 2010
J.P. Morgan Asset Management February 2008 - January 2009
J.P. Morgan Asset Management September 2006 - January 2008
Skills
Cash Flow Forecasting, Online Advertising, Goal-driven leader, Email Marketing, Digital Marketing, Market Analysis, Data Analysis, Market Research, Analytics, Editing, SPSS, Customer Insight, SAS, Project Management, Marketing Research, Data Mining, Competitive Analysis, E-commerce, Quantitative Analytics, Segmentation, SQL, Google Analytics, Omniture, comScore, Tableau, Marketing Strategy
Education
Northwestern University 2012 — 2013
Master of Science, Integrated Marketing Communications (IMC)
National Taiwan University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Merkle April 2014 - Present
Optum (UnitedHealth Group) July 2013 - August 2013
J.P. Morgan Asset Management February 2010 - July 2012
J.P. Morgan Asset Management February 2009 - January 2010
J.P. Morgan Asset Management February 2008 - January 2009
J.P. Morgan Asset Management September 2006 - January 2008
Skills
Cash Flow Forecasting, Online Advertising, Goal-driven leader, Email Marketing, Digital Marketing, Market Analysis, Data Analysis, Market Research, Analytics, Editing, SPSS, Customer Insight, SAS, Project Management, Marketing Research, Data Mining, Competitive Analysis, E-commerce, Quantitative Analytics, Segmentation, SQL, Google Analytics, Omniture, comScore, Tableau, Marketing Strategy
Education
Northwestern University 2012 — 2013
Master of Science, Integrated Marketing Communications (IMC)
National Taiwan University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Hui-Ting (Sofya) Chang Hui-Ting (Sofya) Chang's J.P. Morgan Asset Management Experience February 2012 - July 2012
Job MBA Graduate at University of Michigan
Industry Financial Services
Experience
J.P. Morgan Securities May 2013 - August 2013
Oracle Taleo March 2013 - May 2013
J.P. Morgan Asset Management February 2012 - July 2012
J.P. Morgan Asset Management April 2010 - February 2012
G5 Capital June 2009 - February 2010
The Brookings Institution July 2008 - November 2008
Skills
Bloomberg Terminal, Matlab, Microsoft Office, Chartered Financial..., SPSS, VBA, SAS, Equities, Piano, Violin, Thomson One Analytics, Barra Aegis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Peking University 2007 — 2008
Economics
National Taiwan University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Major in International Business; Minor in Economics
J.P. Morgan Securities May 2013 - August 2013
Oracle Taleo March 2013 - May 2013
J.P. Morgan Asset Management February 2012 - July 2012
J.P. Morgan Asset Management April 2010 - February 2012
G5 Capital June 2009 - February 2010
The Brookings Institution July 2008 - November 2008
Skills
Bloomberg Terminal, Matlab, Microsoft Office, Chartered Financial..., SPSS, VBA, SAS, Equities, Piano, Violin, Thomson One Analytics, Barra Aegis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Peking University 2007 — 2008
Economics
National Taiwan University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Major in International Business; Minor in Economics
Elizabeth Locksley Elizabeth Locksley's J.P. Morgan Asset Management Experience February 2009 - April 2013
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan Asset Management February 2009 - April 2013
J.P. Morgan Asset Management February 2001 - January 2008
J.P. Morgan Securities Inc. June 1993 - January 2001
BT Securities August 1987 - April 1993
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Financial Markets, Bonds, Series 7, Finance, Asset Management, Asset Allocation, Structured Products
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA)
Northwestern University 1979 — 1983
B.A., Economics
Pine Crest School
J.P. Morgan May 2013 - Present
J.P. Morgan Asset Management February 2009 - April 2013
J.P. Morgan Asset Management February 2001 - January 2008
J.P. Morgan Securities Inc. June 1993 - January 2001
BT Securities August 1987 - April 1993
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Financial Markets, Bonds, Series 7, Finance, Asset Management, Asset Allocation, Structured Products
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA)
Northwestern University 1979 — 1983
B.A., Economics
Pine Crest School
Stephanie (Shu-Han) Chang's J.P. Morgan Asset Management Experience April 2009 - August 2010
Job Fearless Product Manager experienced in healthcare software and device. Now I create valueadded service products.
Industry Medical Devices
Experience
Philips June 2015 - Present
Philips July 2013 - June 2015
Haiku Deck January 2013 - June 2013
Philips Healthcare June 2012 - September 2012
Integration Sports Inc. December 2010 - May 2011
J.P. Morgan Asset Management April 2009 - August 2010
J.P. Morgan Asset Management January 2008 - March 2009
Scholar Multi-Media Inc. August 2007 - December 2007
J.P. Morgan Asset Management June 2006 - August 2006
United Advertising June 2004 - August 2004
Skills
Product Management, Marketing Strategy, Product Marketing, Social Media, Media Planning, Google Analytics, Data Analysis, Project Management, Cross-functional Team..., Integrated Marketing, Corporate Branding, Marketing Communications, Advertising Management, Event Management, Mandarin, Marketing Analytics, SPSS, Microsoft Office, Data-driven Marketing, Big Data, Quantitative Models, Business Statistics, Flurry, Marketing Intelligence, Marketing Engineering, Vovici, Mac OS X, Advertising Agency, Media Agencies, Tennis, Strategy
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
MBA, Business, Management, Marketing, and Related Support Services
National Chengchi University 2003 — 2007
BA, Public Finance
Philips June 2015 - Present
Philips July 2013 - June 2015
Haiku Deck January 2013 - June 2013
Philips Healthcare June 2012 - September 2012
Integration Sports Inc. December 2010 - May 2011
J.P. Morgan Asset Management April 2009 - August 2010
J.P. Morgan Asset Management January 2008 - March 2009
Scholar Multi-Media Inc. August 2007 - December 2007
J.P. Morgan Asset Management June 2006 - August 2006
United Advertising June 2004 - August 2004
Skills
Product Management, Marketing Strategy, Product Marketing, Social Media, Media Planning, Google Analytics, Data Analysis, Project Management, Cross-functional Team..., Integrated Marketing, Corporate Branding, Marketing Communications, Advertising Management, Event Management, Mandarin, Marketing Analytics, SPSS, Microsoft Office, Data-driven Marketing, Big Data, Quantitative Models, Business Statistics, Flurry, Marketing Intelligence, Marketing Engineering, Vovici, Mac OS X, Advertising Agency, Media Agencies, Tennis, Strategy
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
MBA, Business, Management, Marketing, and Related Support Services
National Chengchi University 2003 — 2007
BA, Public Finance
Arif Wasi Arif Wasi's J.P. Morgan Asset Management Experience April 2015 - Present
Job Senior Unix Engineer at J.P. Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management April 2015 - Present
JPMorgan Chase August 2014 - Present
JPMorgan Chase October 2011 - Present
Omnicare Inc. May 2013 - August 2014
Cardinal Health April 2010 - September 2011
IBM Global Services October 2007 - February 2010
Skills
AIX, HACMP, Solaris, Unix, Disaster Recovery, Servers, Virtualization, Linux, High Availability, ITIL, Unix Shell Scripting, IT Service Management, Technical Recruiting, Solution Architecture, Shell Scripting, Windows, Troubleshooting, Oracle HR, VMware, Microsoft SQL Server, Infrastructure, Red Hat Linux, Visio
Education
Wayne State University 1997 — 1999
Master's of Science, Electrical & Computer Engineering
NED University of Engineering and Technology 1988 — 1992
Bachelor of science, Electronics Engineering
J.P. Morgan Asset Management April 2015 - Present
JPMorgan Chase August 2014 - Present
JPMorgan Chase October 2011 - Present
Omnicare Inc. May 2013 - August 2014
Cardinal Health April 2010 - September 2011
IBM Global Services October 2007 - February 2010
Skills
AIX, HACMP, Solaris, Unix, Disaster Recovery, Servers, Virtualization, Linux, High Availability, ITIL, Unix Shell Scripting, IT Service Management, Technical Recruiting, Solution Architecture, Shell Scripting, Windows, Troubleshooting, Oracle HR, VMware, Microsoft SQL Server, Infrastructure, Red Hat Linux, Visio
Education
Wayne State University 1997 — 1999
Master's of Science, Electrical & Computer Engineering
NED University of Engineering and Technology 1988 — 1992
Bachelor of science, Electronics Engineering
Fanta F. Kaba Fanta F. Kaba's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Corporate Development Analyst, Intern at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - August 2014
FHI 360 July 2013 - August 2013
U.S. Aquatics April 2013 - June 2013
Aflac January 2013 - March 2013
Search for Common Ground May 2012 - August 2012
Skills
Research, Teamwork, International Relations, Microsoft Office, Social Media, Data Analysis, Business Analysis, Fundraising, Organizational..., Business Development, Project Management, Project Coordination, Bloomberg Terminal, Human Resources, Strategic Planning, Analytic Problem Solving
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Bachelor's Degree, International Business/Trade/Commerce
University of Maryland College Park 2013 — 2015
Bachelor's Degree, International Business
Montgomery College 2010 — 2012
Associate's Degree, Business Administration, Management and Operations
J.P. Morgan Asset Management June 2014 - August 2014
FHI 360 July 2013 - August 2013
U.S. Aquatics April 2013 - June 2013
Aflac January 2013 - March 2013
Search for Common Ground May 2012 - August 2012
Skills
Research, Teamwork, International Relations, Microsoft Office, Social Media, Data Analysis, Business Analysis, Fundraising, Organizational..., Business Development, Project Management, Project Coordination, Bloomberg Terminal, Human Resources, Strategic Planning, Analytic Problem Solving
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Bachelor's Degree, International Business/Trade/Commerce
University of Maryland College Park 2013 — 2015
Bachelor's Degree, International Business
Montgomery College 2010 — 2012
Associate's Degree, Business Administration, Management and Operations
Henning Jahn Henning Jahn's J.P. Morgan Asset Management Experience July 2008 - August 2008
Job Personal Banker bei Raiffeisenlandesbank NiederösterreichWien AG
Industry Banking
Experience
Raiffeisenlandesbank Niederösterreich-Wien AG October 2014 - Present
Securitas Österreich February 2009 - Present
VbK Versicherungsservice GmbH August 2014 - October 2014
ÖLaxV (Austrian Lacrosse Association) May 2011 - October 2014
OVB Holding AG July 2009 - April 2014
MAS International Group September 2009 - September 2009
J.P. Morgan Asset Management July 2008 - August 2008
J.P. Morgan Asset Management July 2007 - August 2007
J.P. Morgan Asset Management July 2006 - August 2006
J.P. Morgan Asset Management July 2005 - September 2005
Skills
Microsoft Office, Teamwork, English, German, Investments, Asset Management, Securities, Mutual Funds, Bonds, Insurances, Microsoft Excel, Customer Service, Social Networking, Event Planning, Project Management, Kundendienst, Englisch, Projektmanagement
Education
WU (Wirtschaftsuniversität Wien) 2005 — 2009
general business administration & management
Medizinische Universität Wien 2003 — 2005
medecine
European School of Luxembourg 1993 — 2003
european baccalaureat, biology, chemistry, english
Raiffeisenlandesbank Niederösterreich-Wien AG October 2014 - Present
Securitas Österreich February 2009 - Present
VbK Versicherungsservice GmbH August 2014 - October 2014
ÖLaxV (Austrian Lacrosse Association) May 2011 - October 2014
OVB Holding AG July 2009 - April 2014
MAS International Group September 2009 - September 2009
J.P. Morgan Asset Management July 2008 - August 2008
J.P. Morgan Asset Management July 2007 - August 2007
J.P. Morgan Asset Management July 2006 - August 2006
J.P. Morgan Asset Management July 2005 - September 2005
Skills
Microsoft Office, Teamwork, English, German, Investments, Asset Management, Securities, Mutual Funds, Bonds, Insurances, Microsoft Excel, Customer Service, Social Networking, Event Planning, Project Management, Kundendienst, Englisch, Projektmanagement
Education
WU (Wirtschaftsuniversität Wien) 2005 — 2009
general business administration & management
Medizinische Universität Wien 2003 — 2005
medecine
European School of Luxembourg 1993 — 2003
european baccalaureat, biology, chemistry, english
Xin (Cindy) Zou's J.P. Morgan Asset Management Experience February 2014 - May 2014
Job Financial Analyst at the Dover Group
Industry Financial Services
Experience
The Dover Group June 2014 - Present
J.P. Morgan Asset Management February 2014 - May 2014
TOTAL September 2012 - November 2012
Skills
Financial Analysis, Accounting, PowerPoint, Microsoft Excel, SPSS, Financial Modeling, Bloomberg, Fixed Income, Investments, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's degree, Finance, General
Nankai University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Dover Group June 2014 - Present
J.P. Morgan Asset Management February 2014 - May 2014
TOTAL September 2012 - November 2012
Skills
Financial Analysis, Accounting, PowerPoint, Microsoft Excel, SPSS, Financial Modeling, Bloomberg, Fixed Income, Investments, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's degree, Finance, General
Nankai University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Samantha Azzarello's J.P. Morgan Asset Management Experience July 2015 - Present
Job Vice President, Global Market Strategist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Bank of America Merrill Lynch December 2014 - July 2015
CME Group February 2012 - December 2014
NYU Stern School of Business January 2011 - May 2012
Institute for Competitiveness and Prosperity May 2011 - September 2011
Skills
Econometrics, Statistical Modeling, R, Programming, Macroeconomics, Research, Public Speaking, Stata, Eviews
Education
New York University 2010 — 2012
M.A, Economics
University of Toronto 2006 — 2010
B.A, Economics and Mathematics
J.P. Morgan Asset Management July 2015 - Present
Bank of America Merrill Lynch December 2014 - July 2015
CME Group February 2012 - December 2014
NYU Stern School of Business January 2011 - May 2012
Institute for Competitiveness and Prosperity May 2011 - September 2011
Skills
Econometrics, Statistical Modeling, R, Programming, Macroeconomics, Research, Public Speaking, Stata, Eviews
Education
New York University 2010 — 2012
M.A, Economics
University of Toronto 2006 — 2010
B.A, Economics and Mathematics
Chae Jun Lim's J.P. Morgan Asset Management Experience July 2015 - Present
Job GWM Credit Risk Analyst J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
TNS July 2013 - August 2013
Republic of Korea Army September 2011 - June 2013
Standard Chartered Bank June 2011 - September 2011
VIP Research & Management June 2010 - August 2010
Skills
Financial Services, Microsoft Office, Customer Service, Management, Public Speaking, Research, Analysis, Strategic Planning, Training, Microsoft Word, Project Management
Education
New York University 2009 — 2015
경제학, Bachelor of Arts (BA)
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
TNS July 2013 - August 2013
Republic of Korea Army September 2011 - June 2013
Standard Chartered Bank June 2011 - September 2011
VIP Research & Management June 2010 - August 2010
Skills
Financial Services, Microsoft Office, Customer Service, Management, Public Speaking, Research, Analysis, Strategic Planning, Training, Microsoft Word, Project Management
Education
New York University 2009 — 2015
경제학, Bachelor of Arts (BA)
Bob Ziegler Bob Ziegler's J.P. Morgan Asset Management Experience January 2004 - August 2005
Job Consultant at Alliance Pension Consultants, LLC
Industry Financial Services
Experience
Alliance Pension Consultants, LLC March 2006 - Present
J.P. Morgan Asset Management January 2004 - August 2005
Banc One Investment Advisors January 1994 - January 2004
Skills
401k, Pension Administration, Retirement Planning, Pensions, AIF, CEBS, Defined Benefit, Defined Contribution, Plan Design, Fiduciary, ERISA, Mutual Funds, Retirement Plan..., Business Planning
Education
Northern Illinois University
Bachelor of Science, Finance
Alliance Pension Consultants, LLC March 2006 - Present
J.P. Morgan Asset Management January 2004 - August 2005
Banc One Investment Advisors January 1994 - January 2004
Skills
401k, Pension Administration, Retirement Planning, Pensions, AIF, CEBS, Defined Benefit, Defined Contribution, Plan Design, Fiduciary, ERISA, Mutual Funds, Retirement Plan..., Business Planning
Education
Northern Illinois University
Bachelor of Science, Finance
Dale Todd Dale Todd's J.P. Morgan Asset Management Experience September 2007 - Present
Job Commercial Real Estate Professional
Industry Real Estate
Experience
J.P. Morgan Asset Management September 2007 - Present
Archstone-Smith June 2007 - August 2007
Prodigious Capital February 2007 - May 2007
Samuel D. Koon & Associates May 2004 - August 2006
Skills
Valuation, Due Diligence, Real Estate, Financial Modeling, Real Estate Development, Commercial Real Estate, Investment Properties, Asset Management, Real Estate Economics, Appraisals, Portfolio Management, Investments, Underwriting, Financial Analysis, Finance, Investment Management, Residential Homes, Private Equity, Acquisitions, Capital Markets, Corporate Finance, Industrial Engineering, Real Estate Transactions, Asset Managment, Leadership, Market Analysis, Strategic Planning, Alternative Investments, Financial Structuring, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Office, industrial,..., Real Estate Investment, Dispositions, Leases, Management
Education
New York University 2006 — 2008
Master's, Real Estate Finance
Ohio Wesleyan University 1999 — 2003
BA, Economics
J.P. Morgan Asset Management September 2007 - Present
Archstone-Smith June 2007 - August 2007
Prodigious Capital February 2007 - May 2007
Samuel D. Koon & Associates May 2004 - August 2006
Skills
Valuation, Due Diligence, Real Estate, Financial Modeling, Real Estate Development, Commercial Real Estate, Investment Properties, Asset Management, Real Estate Economics, Appraisals, Portfolio Management, Investments, Underwriting, Financial Analysis, Finance, Investment Management, Residential Homes, Private Equity, Acquisitions, Capital Markets, Corporate Finance, Industrial Engineering, Real Estate Transactions, Asset Managment, Leadership, Market Analysis, Strategic Planning, Alternative Investments, Financial Structuring, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Office, industrial,..., Real Estate Investment, Dispositions, Leases, Management
Education
New York University 2006 — 2008
Master's, Real Estate Finance
Ohio Wesleyan University 1999 — 2003
BA, Economics
Petros Antonopoulos Petros Antonopoulos's J.P. Morgan Asset Management Experience August 2015 - Present
Job Underwriting Support Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan August 2013 - Present
JPMorgan Chase July 2012 - August 2013
MidwestBusiness Sales LLC December 2009 - February 2012
Entrepreneur 2000 - December 2009
Skills
Strategic Planning, Business Development, Event Planning, Business Strategy, Leadership, Sales, Marketing, Entrepreneurship, Social Media, Mortgage Lending
Education
Northeastern Illinois University 1998 — 2003
Bachelor of Liberal Arts and Science, Economics, Communication
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan August 2013 - Present
JPMorgan Chase July 2012 - August 2013
MidwestBusiness Sales LLC December 2009 - February 2012
Entrepreneur 2000 - December 2009
Skills
Strategic Planning, Business Development, Event Planning, Business Strategy, Leadership, Sales, Marketing, Entrepreneurship, Social Media, Mortgage Lending
Education
Northeastern Illinois University 1998 — 2003
Bachelor of Liberal Arts and Science, Economics, Communication
Michael Dornbusch's J.P. Morgan Asset Management Experience October 2012 - August 2015
Job MBA Candidate at NYU Stern School of Business
Industry Real Estate
Experience
J.P. Morgan Asset Management October 2012 - August 2015
Phoenix Partners Group June 2011 - August 2011
J.P. Morgan Asset Management June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Real Estate
NYU School of Professional Studies 2014 — 2015
Selected coursework in Real Estate Financial Analysis
Northwestern University 2008 — 2012
BS, Industrial Engineering
J.P. Morgan Asset Management October 2012 - August 2015
Phoenix Partners Group June 2011 - August 2011
J.P. Morgan Asset Management June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Real Estate
NYU School of Professional Studies 2014 — 2015
Selected coursework in Real Estate Financial Analysis
Northwestern University 2008 — 2012
BS, Industrial Engineering
Chengzhen Dai's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Student at Massachusetts Institute of Technology
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Morgan Stanley January 2015 - February 2015
The World Bank May 2014 - August 2014
The Center Facilitating Community Preservation & Planning January 2014 - February 2014
Department of the Interior June 2013 - August 2013
Skills
Research, Molecular Biology, Genetics, Microsoft Office, Leadership, Public Speaking, HTML, Adobe Creative Suite
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Computer Science and Molecular Biology
Detroit Country Day School 2008 — 2012
J.P. Morgan Asset Management June 2015 - August 2015
Morgan Stanley January 2015 - February 2015
The World Bank May 2014 - August 2014
The Center Facilitating Community Preservation & Planning January 2014 - February 2014
Department of the Interior June 2013 - August 2013
Skills
Research, Molecular Biology, Genetics, Microsoft Office, Leadership, Public Speaking, HTML, Adobe Creative Suite
Education
Massachusetts Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Computer Science and Molecular Biology
Detroit Country Day School 2008 — 2012
Nicholas Williams Nicholas Williams's J.P. Morgan Asset Management Experience July 2015 - Present
Job Investment Grade Junior Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan December 2013 - Present
Nielsen Catalina Solutions April 2013 - January 2014
Kao USA Inc. June 2012 - April 2013
CTI Restaurants June 2010 - June 2012
NCAA Men's Track and Field - Xavier University June 2010 - June 2012
Xavier University August 2011 - April 2012
Xavier University August 2010 - March 2011
Skills
Marketing Strategy, Data Analysis, Research, Financial Engineering, SPSS, Consumer Behaviour, Event Planning, Marketing, Nielsen Nitro, Public Speaking, Marketing Research, Qualitative Research, Syndicated Data, Consumer Insight, Statistical Modeling, Fixed Income Portfolio..., Strategy, Valuation
Education
New York University 2015 — 2015
Financial Modeling in Corporate Financial Analysis Using Excel (Fall 2015)
University of Cincinnati College of Business 2012 — 2013
Master of Science (M.S.), Market Research, 3.60
Xavier University 2008 — 2012
Bachelor of Science (BS), Psychology/ Business, Major GPA*: 3.51
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan December 2013 - Present
Nielsen Catalina Solutions April 2013 - January 2014
Kao USA Inc. June 2012 - April 2013
CTI Restaurants June 2010 - June 2012
NCAA Men's Track and Field - Xavier University June 2010 - June 2012
Xavier University August 2011 - April 2012
Xavier University August 2010 - March 2011
Skills
Marketing Strategy, Data Analysis, Research, Financial Engineering, SPSS, Consumer Behaviour, Event Planning, Marketing, Nielsen Nitro, Public Speaking, Marketing Research, Qualitative Research, Syndicated Data, Consumer Insight, Statistical Modeling, Fixed Income Portfolio..., Strategy, Valuation
Education
New York University 2015 — 2015
Financial Modeling in Corporate Financial Analysis Using Excel (Fall 2015)
University of Cincinnati College of Business 2012 — 2013
Master of Science (M.S.), Market Research, 3.60
Xavier University 2008 — 2012
Bachelor of Science (BS), Psychology/ Business, Major GPA*: 3.51
Wenjun Song Wenjun Song's J.P. Morgan Asset Management Experience July 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
StoneCastle Partners, LLC June 2012 - July 2015
Project January 2015 - March 2015
Project September 2014 - December 2014
Project September 2014 - December 2014
Project January 2014 - May 2014
Project September 2013 - December 2013
Optimization Lab September 2008 - June 2010
Education
New York University 2013 — 2015
Master's Degree, Mathematics in Finance, Courant Institute of Mathematical Science, 3.83/4.0
SUNY Stony Brook 2010 — 2012
Master's Degree, Computer Science
J.P. Morgan Asset Management July 2015 - Present
StoneCastle Partners, LLC June 2012 - July 2015
Project January 2015 - March 2015
Project September 2014 - December 2014
Project September 2014 - December 2014
Project January 2014 - May 2014
Project September 2013 - December 2013
Optimization Lab September 2008 - June 2010
Education
New York University 2013 — 2015
Master's Degree, Mathematics in Finance, Courant Institute of Mathematical Science, 3.83/4.0
SUNY Stony Brook 2010 — 2012
Master's Degree, Computer Science
Daniel Valladares Daniel Valladares's J.P. Morgan Asset Management Experience April 2015 - Present
Job Analyst, Global Real Assets at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
JPMorgan Chase June 2014 - April 2015
Lafayette College August 2010 - May 2014
JPMorgan Chase December 2013 - January 2014
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Research, Microsoft Word, Macroeconomics, Capital IQ, SPSS, OneSource, VBA
Education
Lafayette College 2010 — 2014
Bachelor of Arts, Economics, Policy Studies, Finance, Psychology
Indian Hills High School 2006 — 2010
J.P. Morgan Asset Management April 2015 - Present
JPMorgan Chase June 2014 - April 2015
Lafayette College August 2010 - May 2014
JPMorgan Chase December 2013 - January 2014
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Research, Microsoft Word, Macroeconomics, Capital IQ, SPSS, OneSource, VBA
Education
Lafayette College 2010 — 2014
Bachelor of Arts, Economics, Policy Studies, Finance, Psychology
Indian Hills High School 2006 — 2010
Bruce DiBiase's J.P. Morgan Asset Management Experience 2007 - August 2015
Job Managing Director Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2015 - Present
J.P. Morgan Asset Management 2007 - August 2015
JPMorgan Securities Inc. May 2007 - April 2009
Bear Stearns 1997 - 2007
Skills
Investments, Asset Allocation, Credit, Wealth Management..., Series 7, Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Capital Markets, Equities
Education
Kent State University 1983 — 1987
B.A., Finance
Morgan Stanley Private Wealth Management August 2015 - Present
J.P. Morgan Asset Management 2007 - August 2015
JPMorgan Securities Inc. May 2007 - April 2009
Bear Stearns 1997 - 2007
Skills
Investments, Asset Allocation, Credit, Wealth Management..., Series 7, Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Capital Markets, Equities
Education
Kent State University 1983 — 1987
B.A., Finance
Timothy Gannon Timothy Gannon's J.P. Morgan Asset Management Experience July 2012 - Present
Job Vice President, Client Advisor DCIS at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Pioneer Investments October 2010 - July 2012
Columbia Funds January 2000 - October 2010
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Retirement Planning, Retirement, Wealth Management, Financial Services, Asset Management
Education
Merrimack College 1991 — 1995
Bachelors, Psychology
J.P. Morgan Asset Management July 2012 - Present
Pioneer Investments October 2010 - July 2012
Columbia Funds January 2000 - October 2010
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Retirement Planning, Retirement, Wealth Management, Financial Services, Asset Management
Education
Merrimack College 1991 — 1995
Bachelors, Psychology
Shelly Eckels (Grossenbacher)'s J.P. Morgan Asset Management Experience March 2013 - Present
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2013 - Present
JPMorgan Asset Management November 2011 - April 2013
The Huntington Investment Company January 2008 - November 2011
Huntington National Bank October 2006 - December 2007
Huntington National Bank July 2003 - September 2006
Skills
Project Management, Series 7, Series 63, Series 6, Wealth Management, Mutual Funds, Investments, Portfolio Management, Marketing Strategy, Marketing Communications, Digital Marketing, Insurance, Equities, Bonds, Sales, Sales Process..., Team-oriented, CRM, Management, User Experience, Mobile Marketing, Economics, Negotiation, Strategic Partnerships, Executive Support, Training, Streamlining..., Event Planning, Event Management, Digital Communication, Digital Copywriting, Cross-functional..., Banking, Securities, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Project Planning, Leadership, Team Leadership, Cross-functional Team...
Education
Miami University 1998 — 2002
Bachelor's Degree, Marketing, International Business, Spanish
Olentangy High School 1994 — 1998
High School
J.P. Morgan Asset Management March 2013 - Present
JPMorgan Asset Management November 2011 - April 2013
The Huntington Investment Company January 2008 - November 2011
Huntington National Bank October 2006 - December 2007
Huntington National Bank July 2003 - September 2006
Skills
Project Management, Series 7, Series 63, Series 6, Wealth Management, Mutual Funds, Investments, Portfolio Management, Marketing Strategy, Marketing Communications, Digital Marketing, Insurance, Equities, Bonds, Sales, Sales Process..., Team-oriented, CRM, Management, User Experience, Mobile Marketing, Economics, Negotiation, Strategic Partnerships, Executive Support, Training, Streamlining..., Event Planning, Event Management, Digital Communication, Digital Copywriting, Cross-functional..., Banking, Securities, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Project Planning, Leadership, Team Leadership, Cross-functional Team...
Education
Miami University 1998 — 2002
Bachelor's Degree, Marketing, International Business, Spanish
Olentangy High School 1994 — 1998
High School
Greg Tell Greg Tell's J.P. Morgan Asset Management Experience July 2012 - Present
Job Head of Global Fixed Income Insurance Solutions
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2012 - Present
MetLife 2008 - March 2012
Anchorage Capital 2006 - 2008
Barclays Capital 2004 - 2006
Citi 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Investments, Asset Management, Bonds, Bloomberg, Investment Banking
Education
M.I.T. 1994 — 1996
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Mathematics, Economics
J.P. Morgan Asset Management July 2012 - Present
MetLife 2008 - March 2012
Anchorage Capital 2006 - 2008
Barclays Capital 2004 - 2006
Citi 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Investments, Asset Management, Bonds, Bloomberg, Investment Banking
Education
M.I.T. 1994 — 1996
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Mathematics, Economics
Jason Bove, CFA Jason Bove, CFA's J.P. Morgan Asset Management Experience June 2012 - Present
Job Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2012 - Present
J.P. Morgan Asset Management December 2011 - June 2012
J.P. Morgan Asset Management December 2008 - December 2011
J.P. Morgan Asset Management July 2008 - December 2008
J.P. Morgan Asset Management July 2007 - December 2008
J.P. Morgan Asset Management January 2005 - July 2007
Bank One / J.P. Morgan July 2003 - January 2005
Education
The Ohio State University Fisher College of Business 2005 — 2008
Master of Business Administration (M.B.A.)
Miami University Farmer School of Business 1999 — 2003
Bachelor’s Degree, Major: Finance (Concentration: Portfolio Management), Minor: Management Information Systems, Magna Cum Laude - 3.8 / 4.0
J.P. Morgan Asset Management June 2012 - Present
J.P. Morgan Asset Management December 2011 - June 2012
J.P. Morgan Asset Management December 2008 - December 2011
J.P. Morgan Asset Management July 2008 - December 2008
J.P. Morgan Asset Management July 2007 - December 2008
J.P. Morgan Asset Management January 2005 - July 2007
Bank One / J.P. Morgan July 2003 - January 2005
Education
The Ohio State University Fisher College of Business 2005 — 2008
Master of Business Administration (M.B.A.)
Miami University Farmer School of Business 1999 — 2003
Bachelor’s Degree, Major: Finance (Concentration: Portfolio Management), Minor: Management Information Systems, Magna Cum Laude - 3.8 / 4.0
Jim Cronin's J.P. Morgan Asset Management Experience April 2007 - March 2014
Job Global Digital Lead at General Atlantic
Industry Financial Services
Experience
General Atlantic May 2015 - Present
FTSE April 2014 - May 2015
J.P. Morgan Asset Management April 2007 - March 2014
HSBC Bank USA, N.A. July 2004 - March 2007
JPMorgan Chase July 1996 - July 2004
Belmar, New Jersey 1994 - 2000
Skills
Asset Managment, Investments, Digital Marketing, Direct Marketing, Financial Services, Relationship Management, Marketing Strategy, Analytics, Business Development, Business Strategy, Competitive Analysis, Strategy, Interactive Marketing, Marketing, Asset Management, Strategic Partnerships, Integrated Marketing, Market Research, CRM
Education
New York University
MS, Direct and Interactive Marketing
Pace University
BBA, International Marketing
Xaverian High School
General Atlantic May 2015 - Present
FTSE April 2014 - May 2015
J.P. Morgan Asset Management April 2007 - March 2014
HSBC Bank USA, N.A. July 2004 - March 2007
JPMorgan Chase July 1996 - July 2004
Belmar, New Jersey 1994 - 2000
Skills
Asset Managment, Investments, Digital Marketing, Direct Marketing, Financial Services, Relationship Management, Marketing Strategy, Analytics, Business Development, Business Strategy, Competitive Analysis, Strategy, Interactive Marketing, Marketing, Asset Management, Strategic Partnerships, Integrated Marketing, Market Research, CRM
Education
New York University
MS, Direct and Interactive Marketing
Pace University
BBA, International Marketing
Xaverian High School
Patrick Dennehy's J.P. Morgan Asset Management Experience July 2015 - Present
Job Private Banker at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
Winny Budiman Winny Budiman's J.P. Morgan Asset Management Experience June 2014 - Present
Job Investment Management Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2014 - Present
Skills
Team Leadership, Market Analysis, Microsoft Excel, Microsoft Word, Matlab, Quantitative Research, Quantitative Analytics, Mathematical Modeling, Mathematical Analysis, Mathematical Statistics, Valuation, Financial Accounting, Financial Modeling, Finance, Statistics, Financial Analysis, Data Analysis, Strategy, Bloomberg, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance, 4.7/5.0
National Taiwan Normal University 2013 — 2013
Certification, Mandarin Language Program
University of Wisconsin-Madison 2008 — 2012
Bachelor of Science (B.S.) in Chemical Engineering Honours, Certificate in Business, Major GPA: 3.9/4.0 ; Overall GPA: 3.8/4.0
J.P. Morgan Asset Management June 2014 - Present
Skills
Team Leadership, Market Analysis, Microsoft Excel, Microsoft Word, Matlab, Quantitative Research, Quantitative Analytics, Mathematical Modeling, Mathematical Analysis, Mathematical Statistics, Valuation, Financial Accounting, Financial Modeling, Finance, Statistics, Financial Analysis, Data Analysis, Strategy, Bloomberg, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance, 4.7/5.0
National Taiwan Normal University 2013 — 2013
Certification, Mandarin Language Program
University of Wisconsin-Madison 2008 — 2012
Bachelor of Science (B.S.) in Chemical Engineering Honours, Certificate in Business, Major GPA: 3.9/4.0 ; Overall GPA: 3.8/4.0
Carrie Groves, CSM/ CSPO Carrie Groves, CSM/ CSPO's J.P. Morgan Asset Management Experience August 2014 - Present
Job Consultant at J.P. Morgan Asset Management
Industry Insurance
Experience
J.P. Morgan Asset Management August 2014 - Present
Nationwide Insurance April 2010 - August 2014
Nationwide April 2007 - April 2010
Worthington Libraries February 2007 - May 2007
WBNS-TV April 2004 - April 2007
The FeedRoom September 2000 - December 2003
Skills
Content Management, Web Content Management, Product Management, Online Marketing, Strategic Planning, Team Building, Agile, Writing, Word, Agile Methodologies, Social Media, Program Management, Web Content, Requirements Gathering, Microsoft Word, User Experience, Editing, Management, Marketing
Education
Kent State University 2004 — 2007
MLIS, Library and Information Science
The Ohio State University 1996 — 2000
BA, Classics
J.P. Morgan Asset Management August 2014 - Present
Nationwide Insurance April 2010 - August 2014
Nationwide April 2007 - April 2010
Worthington Libraries February 2007 - May 2007
WBNS-TV April 2004 - April 2007
The FeedRoom September 2000 - December 2003
Skills
Content Management, Web Content Management, Product Management, Online Marketing, Strategic Planning, Team Building, Agile, Writing, Word, Agile Methodologies, Social Media, Program Management, Web Content, Requirements Gathering, Microsoft Word, User Experience, Editing, Management, Marketing
Education
Kent State University 2004 — 2007
MLIS, Library and Information Science
The Ohio State University 1996 — 2000
BA, Classics
Douglas MacGeorge Douglas MacGeorge's J.P. Morgan Asset Management Experience April 2010 - Present
Job Vice President, Global Learning Technologies at J.P. Morgan Asset Management
Industry E-Learning
Experience
J.P. Morgan Asset Management April 2010 - Present
Kelly Services 2002 - 2010
O/E Learning September 2001 - January 2002
Kelly Services 1998 - 2001
MSX International 1994 - 1998
Mister Wizard Foundation 1992 - 1994
Skills
Instructional Design, Training, E-Learning, Multimedia, SharePoint, HTML, Digital Media, Video Production, User Interface Design, Recruiting, JavaScript, jQuery, Integration, Writing, Film Production, CSS, jQuery UI, Captivate, Business Development, Vendor Management, Project Management, Process Improvement, Program Management, Strategic Planning, Management, Leadership
Education
Michigan State University
J.P. Morgan Asset Management April 2010 - Present
Kelly Services 2002 - 2010
O/E Learning September 2001 - January 2002
Kelly Services 1998 - 2001
MSX International 1994 - 1998
Mister Wizard Foundation 1992 - 1994
Skills
Instructional Design, Training, E-Learning, Multimedia, SharePoint, HTML, Digital Media, Video Production, User Interface Design, Recruiting, JavaScript, jQuery, Integration, Writing, Film Production, CSS, jQuery UI, Captivate, Business Development, Vendor Management, Project Management, Process Improvement, Program Management, Strategic Planning, Management, Leadership
Education
Michigan State University
Ryan Mullins's J.P. Morgan Asset Management Experience December 2014 - March 2015
Job IT Recruiter at The Bachrach Group
Industry Information Technology and Services
Experience
The Bachrach Group March 2015 - Present
J.P. Morgan Asset Management December 2014 - March 2015
Epiq Systems August 2013 - December 2014
CGI Federal Inc. June 2012 - June 2013
Skills
Sales, Technical Recruiting, Recruiting, Customer Service, Human Resources, Production Support, SQL, Quality Assurance, Leadership Development, Team Leadership, Data Analysis, Social Media, Management
Education
James Madison University 2008 — 2012
BBA, Finance, 3.18
The Bachrach Group March 2015 - Present
J.P. Morgan Asset Management December 2014 - March 2015
Epiq Systems August 2013 - December 2014
CGI Federal Inc. June 2012 - June 2013
Skills
Sales, Technical Recruiting, Recruiting, Customer Service, Human Resources, Production Support, SQL, Quality Assurance, Leadership Development, Team Leadership, Data Analysis, Social Media, Management
Education
James Madison University 2008 — 2012
BBA, Finance, 3.18
David C. Showell, CRPC's J.P. Morgan Asset Management Experience January 2010 - July 2011
Job Vice President Investments
Industry Financial Services
Experience
Greenberg Financial August 2015 - Present
Wells Fargo July 2011 - July 2015
J.P. Morgan Asset Management January 2010 - July 2011
Merrill Lynch September 2005 - January 2010
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Loans, Customer Service, Leadership, Credit, Financial Risk, Finance, Financial Services, Credit Analysis, Financial Modeling, Equities, Mortgage Lending, Asset Management, Financial Planning, Risk Management, Mutual Funds, Retail Banking, Valuation, Analysis, Due Diligence, Insurance, Management, Retirement Planning, Financial Advisory, Investment Strategies
Education
University of Central Arkansas 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northern Arizona University 1997 — 1999
International Relations and Affairs
Northern Arizona University 1997 — 1999
International Relations and Affairs
Greenberg Financial August 2015 - Present
Wells Fargo July 2011 - July 2015
J.P. Morgan Asset Management January 2010 - July 2011
Merrill Lynch September 2005 - January 2010
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Loans, Customer Service, Leadership, Credit, Financial Risk, Finance, Financial Services, Credit Analysis, Financial Modeling, Equities, Mortgage Lending, Asset Management, Financial Planning, Risk Management, Mutual Funds, Retail Banking, Valuation, Analysis, Due Diligence, Insurance, Management, Retirement Planning, Financial Advisory, Investment Strategies
Education
University of Central Arkansas 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northern Arizona University 1997 — 1999
International Relations and Affairs
Northern Arizona University 1997 — 1999
International Relations and Affairs
Julian Partridge Julian Partridge's J.P. Morgan Asset Management Experience August 2015 - Present
Job Fixed Income Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - July 2015
First Tennessee Bank December 2012 - June 2013
Google May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Research, Sales, Customer Service, Marketing, Leadership, Financial Modeling, Operational Risk..., Online Advertising, Spanish, Finance, Management, Financial Analysis, Access, Analysis, Data Analysis
Education
Morehouse College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Cum Laude
Rajamangala University of Technology Krungthep 2011 — 2011
Logistics/Supply Chain, Economics
McCallie School 2001 — 2008
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - July 2015
First Tennessee Bank December 2012 - June 2013
Google May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Research, Sales, Customer Service, Marketing, Leadership, Financial Modeling, Operational Risk..., Online Advertising, Spanish, Finance, Management, Financial Analysis, Access, Analysis, Data Analysis
Education
Morehouse College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Cum Laude
Rajamangala University of Technology Krungthep 2011 — 2011
Logistics/Supply Chain, Economics
McCallie School 2001 — 2008
Michael Beard's J.P. Morgan Asset Management Experience April 2015 - Present
Job Assistant Vice President at J.P. Morgan Risk and Controls Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
JPMorgan Chase August 2012 - February 2014
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
Skills
Banking, Mortgage Banking, Loans, Loss Mitigation, Management, Training, Performance Improvement, Analysis, Financial Services, Credit, FHA, Financial Risk, Mortgage Lending, Risk Management, Loan Origination, Process Improvement, Credit Analysis, Human Resources, Mortgage Servicing, Time Management, Consumer Lending, Loan Servicing, Residential Mortgages, Team Motivator, Auditing, USDA, Finance, Portfolio Management, Credit Risk, Refinance, Relationship Management, Collections, Asset Management, Risk Analysis, Financial Analysis, Vendor Management, Leadership, Underwriting, Call Centers, VA Loans, Coaching, Customer Service, Business Analysis, Retail Banking, Microsoft Office
Education
Fern Creek High School
Northern Kentucky University
Accounting
J.P. Morgan Asset Management April 2015 - Present
JPMorgan Chase August 2012 - February 2014
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
Skills
Banking, Mortgage Banking, Loans, Loss Mitigation, Management, Training, Performance Improvement, Analysis, Financial Services, Credit, FHA, Financial Risk, Mortgage Lending, Risk Management, Loan Origination, Process Improvement, Credit Analysis, Human Resources, Mortgage Servicing, Time Management, Consumer Lending, Loan Servicing, Residential Mortgages, Team Motivator, Auditing, USDA, Finance, Portfolio Management, Credit Risk, Refinance, Relationship Management, Collections, Asset Management, Risk Analysis, Financial Analysis, Vendor Management, Leadership, Underwriting, Call Centers, VA Loans, Coaching, Customer Service, Business Analysis, Retail Banking, Microsoft Office
Education
Fern Creek High School
Northern Kentucky University
Accounting
Christina Deaver, MBA's J.P. Morgan Asset Management Experience June 2015 - Present
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan December 2009 - Present
Philadelphia Soul January 2011 - September 2013
J.P. Morgan April 2009 - November 2009
J.P. Morgan July 2008 - March 2009
SAP May 2006 - August 2007
Skills
Finance, Banking, Microsoft Office, Financial Services, Capital Markets, Risk Management, Financial Reporting, Equities, Derivatives, Securities, Business Analysis, Strategy, Corporate Finance, Marketing, Leadership, Analysis, Asset Management, Microsoft Excel
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA), Marketing, Finance & Real Estate, GPA: 3.9
Lehigh University - College of Business and Economics 2004 — 2008
B.S. Business and Economics – High Honors, Finance & Marketing, 4.0 Marketing 3.8 Finance
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan December 2009 - Present
Philadelphia Soul January 2011 - September 2013
J.P. Morgan April 2009 - November 2009
J.P. Morgan July 2008 - March 2009
SAP May 2006 - August 2007
Skills
Finance, Banking, Microsoft Office, Financial Services, Capital Markets, Risk Management, Financial Reporting, Equities, Derivatives, Securities, Business Analysis, Strategy, Corporate Finance, Marketing, Leadership, Analysis, Asset Management, Microsoft Excel
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA), Marketing, Finance & Real Estate, GPA: 3.9
Lehigh University - College of Business and Economics 2004 — 2008
B.S. Business and Economics – High Honors, Finance & Marketing, 4.0 Marketing 3.8 Finance
Melissa D. Warar Melissa D. Warar's J.P. Morgan Asset Management Experience June 2014 - May 2015
Job Nursing Candidate
Industry Hospital & Health Care
Experience
J.P. Morgan Asset Management June 2014 - May 2015
J.P. Morgan Asset Management May 2011 - May 2015
J.P. Morgan Asset Management December 2013 - June 2014
JPMorgan Chase April 2012 - December 2013
JPMorgan Chase May 2011 - April 2012
Creative Financial Group of NJ November 2010 - May 2011
Skills
Mutual Funds, Series 63, Series 7, Insurance, Retirement Planning, Securities, Financial Analysis, Fixed Annuities, Microsoft Excel, Investments, Series 6, Strategic Financial..., Wealth Management, Life & Health Insurance..., PowerPoint, 401k, Microsoft Office, Customer Service, Microsoft Word, Long-term Care, Asset Management, Financial Services, FINRA, Investment Advisory, Estate Planning, Life Insurance
Education
New York University 2015 — 2016
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Monmouth University 2008 — 2010
Bachelors, Psychology, History, 3.79
Rutgers University-New Brunswick 2007 — 2008
Ocean Township High School 2003 — 2007
J.P. Morgan Asset Management June 2014 - May 2015
J.P. Morgan Asset Management May 2011 - May 2015
J.P. Morgan Asset Management December 2013 - June 2014
JPMorgan Chase April 2012 - December 2013
JPMorgan Chase May 2011 - April 2012
Creative Financial Group of NJ November 2010 - May 2011
Skills
Mutual Funds, Series 63, Series 7, Insurance, Retirement Planning, Securities, Financial Analysis, Fixed Annuities, Microsoft Excel, Investments, Series 6, Strategic Financial..., Wealth Management, Life & Health Insurance..., PowerPoint, 401k, Microsoft Office, Customer Service, Microsoft Word, Long-term Care, Asset Management, Financial Services, FINRA, Investment Advisory, Estate Planning, Life Insurance
Education
New York University 2015 — 2016
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Monmouth University 2008 — 2010
Bachelors, Psychology, History, 3.79
Rutgers University-New Brunswick 2007 — 2008
Ocean Township High School 2003 — 2007
Kelly Ferris's J.P. Morgan Asset Management Experience September 2011 - August 2014
Job Manager, Corporate Marketing at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer August 2014 - Present
J.P. Morgan Asset Management September 2011 - August 2014
Prudential Financial July 2010 - August 2010
Prudential Financial May 2009 - August 2009
Skills
Marketing, Strategic Communications, Social Media Marketing, Digital Media, Press Releases, Public Relations, Blogging, Leadership, Internal Communications, Cross-functional Team..., Digital Strategy, Digital Marketing, Integrated Marketing, Social Media, Online Advertising, Marketing Communications, Email Marketing, Advertising, Social Networking
Education
Miami University 2007 — 2011
Bachelor of Arts, Strategic Communication
Tishman Speyer August 2014 - Present
J.P. Morgan Asset Management September 2011 - August 2014
Prudential Financial July 2010 - August 2010
Prudential Financial May 2009 - August 2009
Skills
Marketing, Strategic Communications, Social Media Marketing, Digital Media, Press Releases, Public Relations, Blogging, Leadership, Internal Communications, Cross-functional Team..., Digital Strategy, Digital Marketing, Integrated Marketing, Social Media, Online Advertising, Marketing Communications, Email Marketing, Advertising, Social Networking
Education
Miami University 2007 — 2011
Bachelor of Arts, Strategic Communication
Holly Shreckengast's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan Asset Management May 2014 - August 2014
Wellesley College September 2012 - May 2013
MIT Sloan School of Management September 2012 - December 2012
Skills
Stata, Research, Spanish, Microsoft Office, Statistics, Data Analysis, Analysis, Economics, Microsoft Excel, PowerPoint, Qualitative Research, Public Speaking, Microsoft Word, Leadership
Education
Wellesley College 2011 — 2015
Bachelor of Arts (BA), Economics, Health and Society
Massachusetts Institute of Technology 2012 — 2015
La Canada High School 2007 — 2011
J.P. Morgan Asset Management May 2014 - August 2014
Wellesley College September 2012 - May 2013
MIT Sloan School of Management September 2012 - December 2012
Skills
Stata, Research, Spanish, Microsoft Office, Statistics, Data Analysis, Analysis, Economics, Microsoft Excel, PowerPoint, Qualitative Research, Public Speaking, Microsoft Word, Leadership
Education
Wellesley College 2011 — 2015
Bachelor of Arts (BA), Economics, Health and Society
Massachusetts Institute of Technology 2012 — 2015
La Canada High School 2007 — 2011
David N. Seaman David N. Seaman's J.P. Morgan Asset Management Experience February 2013 - Present
Job Client Portfolio Mgr JP Morgan Asset Mgmt
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2013 - Present
Higbee Road II/Seaman Family Farms October 2000 - Present
BNP Paribas October 2010 - October 2012
Merrill Lynch August 1992 - September 2009
Skills
High Yield Fixed Income
Education
Miami University 1984 — 1988
Bachelor of Science (B.S.), Finance and Economics
J.P. Morgan Asset Management February 2013 - Present
Higbee Road II/Seaman Family Farms October 2000 - Present
BNP Paribas October 2010 - October 2012
Merrill Lynch August 1992 - September 2009
Skills
High Yield Fixed Income
Education
Miami University 1984 — 1988
Bachelor of Science (B.S.), Finance and Economics
Randy Riess Randy Riess's J.P. Morgan Asset Management Experience July 2011 - March 2013
Job Service Improvement Analyst for National Grid
Industry Information Technology and Services
Experience
National Grid December 2014 - Present
JPMorgan Chase & Co. March 2013 - December 2014
J.P. Morgan Asset Management July 2011 - March 2013
GameStop September 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, Oracle SQL Developer, Putty, Mainframe, Problem Solving, Risk Management, Risk Analysis, Metrics Reporting, Employee Training, Interpersonal..., Team Building, Microsoft Word, Customer Service, Time Management, Access, Business Analysis, Teamwork, Customer Experience, Communication, Leadership, Management, Process Improvement, Vendor Management
Education
Le Moyne College 2008 — 2011
Bachelors in English, Communication and Media Studies
Onondaga Community College 2006 — 2008
Associate's degree, Communication and Media Studies
National Grid December 2014 - Present
JPMorgan Chase & Co. March 2013 - December 2014
J.P. Morgan Asset Management July 2011 - March 2013
GameStop September 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, Oracle SQL Developer, Putty, Mainframe, Problem Solving, Risk Management, Risk Analysis, Metrics Reporting, Employee Training, Interpersonal..., Team Building, Microsoft Word, Customer Service, Time Management, Access, Business Analysis, Teamwork, Customer Experience, Communication, Leadership, Management, Process Improvement, Vendor Management
Education
Le Moyne College 2008 — 2011
Bachelors in English, Communication and Media Studies
Onondaga Community College 2006 — 2008
Associate's degree, Communication and Media Studies
Dana Ifft Kelly's J.P. Morgan Asset Management Experience December 2013 - Present
Job National Wealth Management Sales Desk Manager, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
Austin May's J.P. Morgan Asset Management Experience June 2015 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan May 2014 - August 2014
Ryan Transportation Service, Inc. May 2013 - January 2014
Sigma Phi Epsilon January 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Teamwork, Customer Service, Economics, Institutional Sales, Brokerage, Transportation
Education
Kansas State University 2011 — 2015
Bachelor of Science (B.Sc.), Finance and Financial Management Services
Blue Valley Northwest 2007 — 2011
Highschool Diploma, General Studies
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan May 2014 - August 2014
Ryan Transportation Service, Inc. May 2013 - January 2014
Sigma Phi Epsilon January 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Teamwork, Customer Service, Economics, Institutional Sales, Brokerage, Transportation
Education
Kansas State University 2011 — 2015
Bachelor of Science (B.Sc.), Finance and Financial Management Services
Blue Valley Northwest 2007 — 2011
Highschool Diploma, General Studies
Jerrod Reddick's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan Chase Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management July 2013 - July 2014
Koch Supply & Trading, LP May 2012 - August 2012
Steel and Pipe Supply Inc June 2011 - December 2011
Skills
Microsoft Excel, Visual Basic, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Financial Statements, Finance, Leadership, Investment Management, Financial Modeling, Equity Valuation
Education
Kansas State University 2009 — 2013
B.S. Business Administration, Accounting/ Finance
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management July 2013 - July 2014
Koch Supply & Trading, LP May 2012 - August 2012
Steel and Pipe Supply Inc June 2011 - December 2011
Skills
Microsoft Excel, Visual Basic, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Financial Statements, Finance, Leadership, Investment Management, Financial Modeling, Equity Valuation
Education
Kansas State University 2009 — 2013
B.S. Business Administration, Accounting/ Finance
Brynn Bemis Brynn Bemis's J.P. Morgan Asset Management Experience August 2015 - Present
Job Estate Administrator at J.P. Morgan
Industry Legal Services
Experience
J.P. Morgan Asset Management August 2015 - Present
Moertl, Wilkins & Campbell, S.C. October 2014 - July 2015
Law Offices of Robert A. Levine October 2013 - October 2014
Callahan & Associates, Chtd. August 2009 - August 2012
Salvation Army Ray and Joan Kroc Corps Community Center August 2009 - August 2012
Skills
Leadership, Microsoft Office, Estate Administration, Estate Planning, Tax Law, Sports Law, Probate Administration, Power Point, Soccer, Basketball, Customer Service, Microsoft Excel, Negotiation, Alternative Dispute..., Compliance, Subrogation, Personal Injury, Team Building, Public Speaking, Legal Research, Lacerte, Legal Writing
Education
Marquette University Law School 2012 — 2015
J.D. Candidate
Washington State University 2008 — 2009
Bachelors, Criminal Justice
Washington State University 2004 — 2008
Bachelors, Political Science
J.P. Morgan Asset Management August 2015 - Present
Moertl, Wilkins & Campbell, S.C. October 2014 - July 2015
Law Offices of Robert A. Levine October 2013 - October 2014
Callahan & Associates, Chtd. August 2009 - August 2012
Salvation Army Ray and Joan Kroc Corps Community Center August 2009 - August 2012
Skills
Leadership, Microsoft Office, Estate Administration, Estate Planning, Tax Law, Sports Law, Probate Administration, Power Point, Soccer, Basketball, Customer Service, Microsoft Excel, Negotiation, Alternative Dispute..., Compliance, Subrogation, Personal Injury, Team Building, Public Speaking, Legal Research, Lacerte, Legal Writing
Education
Marquette University Law School 2012 — 2015
J.D. Candidate
Washington State University 2008 — 2009
Bachelors, Criminal Justice
Washington State University 2004 — 2008
Bachelors, Political Science
Ogden Hammond's J.P. Morgan Asset Management Experience January 2013 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2013 - Present
McKinsey & Company, Inc. October 2009 - January 2013
PerAspera Holdings LLC November 2008 - November 2009
McKinsey & Company October 2004 - October 2008
Hamilton Consultants, Inc. July 1999 - October 2002
Skills
Strategy, Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Business Strategy, Financial Services, Asset Management, Portfolio Management, Restructuring, Cross-functional Team...
Education
INSEAD 2003 — 2004
MBA
The Johns Hopkins University 1996 — 1998
MPP
The Johns Hopkins University 1993 — 1997
BA
J.P. Morgan Asset Management January 2013 - Present
McKinsey & Company, Inc. October 2009 - January 2013
PerAspera Holdings LLC November 2008 - November 2009
McKinsey & Company October 2004 - October 2008
Hamilton Consultants, Inc. July 1999 - October 2002
Skills
Strategy, Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Business Strategy, Financial Services, Asset Management, Portfolio Management, Restructuring, Cross-functional Team...
Education
INSEAD 2003 — 2004
MBA
The Johns Hopkins University 1996 — 1998
MPP
The Johns Hopkins University 1993 — 1997
BA
Rich Arabia's J.P. Morgan Asset Management Experience 2008 - 2012
Job IT Professional Delivering Technology Solutions that Exceed User Expectations: Project Manager | Programmer | Analyst
Industry Information Technology and Services
Experience
Independent IT Consultant March 1996 - Present
J.P. Morgan Asset Management 2008 - 2012
Societe Generale 2003 - 2008
Rabobank 2000 - 2003
Societe Generale 1998 - 2000
Union Bank of Switzerland 1996 - 1998
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Skills
PMO, Back Office, Fixed Income, Trading Systems, Business Analysis, database management, User Interface, User Relationships, Customer Relationships, Technology, SQL, Multi-Tier Architecture, Technology Solutions, IT Solutions, Cross Functional..., Project Management, Team Building, Crisis Management, Disaster Recovery, Data Analysis, Database Design, Problem Solving, Problem Analysis, Managing User..., User Expectations, Critical Thinking, Team Leadership, Leadership, Oral & Written..., Software, Operating Systems, Hardware, Vendor Products, Middleware, Databases, DBMS, SUNFIRE, SOLARIS, C, Bloomberg, SYBASE, SDLC, Banking, Prime Brokerage, Trading, FX Options, Financial Risk, Electronic Trading, Sybase, Financial Services
Education
Long Island University, C.W. Post Campus
B.S., Business Management/Economics
Grumman Data Systems Institute
Diploma, Computer Science
Independent IT Consultant March 1996 - Present
J.P. Morgan Asset Management 2008 - 2012
Societe Generale 2003 - 2008
Rabobank 2000 - 2003
Societe Generale 1998 - 2000
Union Bank of Switzerland 1996 - 1998
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Skills
PMO, Back Office, Fixed Income, Trading Systems, Business Analysis, database management, User Interface, User Relationships, Customer Relationships, Technology, SQL, Multi-Tier Architecture, Technology Solutions, IT Solutions, Cross Functional..., Project Management, Team Building, Crisis Management, Disaster Recovery, Data Analysis, Database Design, Problem Solving, Problem Analysis, Managing User..., User Expectations, Critical Thinking, Team Leadership, Leadership, Oral & Written..., Software, Operating Systems, Hardware, Vendor Products, Middleware, Databases, DBMS, SUNFIRE, SOLARIS, C, Bloomberg, SYBASE, SDLC, Banking, Prime Brokerage, Trading, FX Options, Financial Risk, Electronic Trading, Sybase, Financial Services
Education
Long Island University, C.W. Post Campus
B.S., Business Management/Economics
Grumman Data Systems Institute
Diploma, Computer Science
Hai Po Sun's J.P. Morgan Asset Management Experience 1997 - 2000
Job Partner at Canal Street LLC
Industry Investment Banking
Experience
PROMYS Foundation April 2013 - Present
Canal Street LLC July 2009 - Present
Tradelink June 2007 - December 2008
Wachovia Securities September 2005 - January 2007
Amaranth 2002 - August 2005
J.P. Morgan Investment Bank 2001 - 2002
FOLIOfn 2000 - 2001
J.P. Morgan Asset Management 1997 - 2000
J.P. Morgan Singapore May 1996 - September 1996
Skills
Trading, Equities, Trading Systems, Hedge Funds, Portfolio Management, Electronic Trading, Fixed Income, Capital Markets, Proprietary Trading, Strategy, Asset Allocation, Hedging, Derivatives, Investments, Equity Research, Securities, FX Options, Structured Products, Valuation, Mutual Funds, Investment Management, Prime Brokerage, Swaps, Alternative Investments, Options, Credit Derivatives, Interest Rate..., Quantitative Analytics, Series 7, Asset Management, Emerging Markets, Portfolio Optimization, Market Risk, Equity Trading, Investment Strategies, Bloomberg, Risk Management, Trading Strategies, Investment Banking, Financial Modeling, Structured Finance, Commodity Markets, Commodity, Market Data, Series 63, ETFs, Equity Derivatives, Financial Markets, Venture Capital, Financial Structuring
Education
Massachusetts Institute of Technology 1996 — 1997
Masters of Science, Computer Science
Massachusetts Institute of Technology 1992 — 1996
Bachelors of Science, Computer Science
PROMYS Foundation April 2013 - Present
Canal Street LLC July 2009 - Present
Tradelink June 2007 - December 2008
Wachovia Securities September 2005 - January 2007
Amaranth 2002 - August 2005
J.P. Morgan Investment Bank 2001 - 2002
FOLIOfn 2000 - 2001
J.P. Morgan Asset Management 1997 - 2000
J.P. Morgan Singapore May 1996 - September 1996
Skills
Trading, Equities, Trading Systems, Hedge Funds, Portfolio Management, Electronic Trading, Fixed Income, Capital Markets, Proprietary Trading, Strategy, Asset Allocation, Hedging, Derivatives, Investments, Equity Research, Securities, FX Options, Structured Products, Valuation, Mutual Funds, Investment Management, Prime Brokerage, Swaps, Alternative Investments, Options, Credit Derivatives, Interest Rate..., Quantitative Analytics, Series 7, Asset Management, Emerging Markets, Portfolio Optimization, Market Risk, Equity Trading, Investment Strategies, Bloomberg, Risk Management, Trading Strategies, Investment Banking, Financial Modeling, Structured Finance, Commodity Markets, Commodity, Market Data, Series 63, ETFs, Equity Derivatives, Financial Markets, Venture Capital, Financial Structuring
Education
Massachusetts Institute of Technology 1996 — 1997
Masters of Science, Computer Science
Massachusetts Institute of Technology 1992 — 1996
Bachelors of Science, Computer Science
Lathan Mahaffey, CFP®'s J.P. Morgan Asset Management Experience 2010 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2010 - Present
MFS Invesment Management/ The Hartford 2005 - October 2010
Skills
Series 63, Mutual Funds, Series 7, Investments, 401k, Retirement, Series 6, Strategic Planning, Wealth Management
Education
Loyola University Maryland 2000 — 2001
MBA, Finance
West Virginia University 1990 — 1993
BS, Finance
J.P. Morgan Asset Management 2010 - Present
MFS Invesment Management/ The Hartford 2005 - October 2010
Skills
Series 63, Mutual Funds, Series 7, Investments, 401k, Retirement, Series 6, Strategic Planning, Wealth Management
Education
Loyola University Maryland 2000 — 2001
MBA, Finance
West Virginia University 1990 — 1993
BS, Finance
Kevin Dunleavy's J.P. Morgan Asset Management Experience January 2007 - November 2012
Job Manager at IEA Investors Economic Assurance LLC
Industry Financial Services
Experience
IEA - Investors Economic Assurance LLC June 2015 - Present
Conifer Financial Services January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company December 2012 - January 2014
J.P. Morgan Asset Management January 2007 - November 2012
GlobeOp Financial Services 2003 - 2006
Pimco Advisors June 1998 - October 2003
SBSF June 1993 - April 1999
Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC
Education
SUNY Canton 2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Iona College 2001 — 2005
IEA - Investors Economic Assurance LLC June 2015 - Present
Conifer Financial Services January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company December 2012 - January 2014
J.P. Morgan Asset Management January 2007 - November 2012
GlobeOp Financial Services 2003 - 2006
Pimco Advisors June 1998 - October 2003
SBSF June 1993 - April 1999
Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC
Education
SUNY Canton 2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Iona College 2001 — 2005
Sudhakar Ankenapalli's J.P. Morgan Asset Management Experience May 2015 - Present
Job Vice President at J P Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management May 2015 - Present
HBO October 2013 - January 2015
Conde Nast September 2012 - April 2013
Canvas New York October 2006 - September 2012
Interactive Partners 2006 - December 2011
Mphasis 2005 - 2006
Mphasis 2005 - 2006
Cognizant Technology Solutions October 2003 - January 2005
Premier Technology Group November 2000 - October 2003
Skills
REST, Java Enterprise Edition, Spring, Ruby on Rails, Hibernate, SQL, JSON, jQuery, MongoDB, SOAP, AWS SNS, SQS, SpringBoot, Spring Data, Sqoop, Git
Education
Jawaharlal Nehru Technological University 1996 — 1999
J.P. Morgan Asset Management May 2015 - Present
HBO October 2013 - January 2015
Conde Nast September 2012 - April 2013
Canvas New York October 2006 - September 2012
Interactive Partners 2006 - December 2011
Mphasis 2005 - 2006
Mphasis 2005 - 2006
Cognizant Technology Solutions October 2003 - January 2005
Premier Technology Group November 2000 - October 2003
Skills
REST, Java Enterprise Edition, Spring, Ruby on Rails, Hibernate, SQL, JSON, jQuery, MongoDB, SOAP, AWS SNS, SQS, SpringBoot, Spring Data, Sqoop, Git
Education
Jawaharlal Nehru Technological University 1996 — 1999
Albert J. Lee's J.P. Morgan Asset Management Experience July 2000 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2000 - Present
J.P. Morgan Asset Management July 1992 - July 2000
Kidder Peabody July 1989 - July 1992
Grumman Aerospace July 1987 - July 1989
Education
New York University 1983 — 1987
B.S., Computer Science
J.P. Morgan Asset Management July 2000 - Present
J.P. Morgan Asset Management July 1992 - July 2000
Kidder Peabody July 1989 - July 1992
Grumman Aerospace July 1987 - July 1989
Education
New York University 1983 — 1987
B.S., Computer Science
Don Keener's J.P. Morgan Asset Management Experience August 2002 - Present
Job Vice PresidentInternal Client Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2002 - Present
Midwood Financial Services, Inc. March 2006 - November 2006
Skills
Asset Allocation, Wealth Management, Series 7, Alternative Investments, Series 63, Securities, Series 66, Consultative Sales..., Written & Oral..., Investment Management, Fiduciary, Mutual Funds, Relationship Management, 529 Plans, ETFs, Retirement
Education
Mount Vernon Nazarene University 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
J.P. Morgan Asset Management August 2002 - Present
Midwood Financial Services, Inc. March 2006 - November 2006
Skills
Asset Allocation, Wealth Management, Series 7, Alternative Investments, Series 63, Securities, Series 66, Consultative Sales..., Written & Oral..., Investment Management, Fiduciary, Mutual Funds, Relationship Management, 529 Plans, ETFs, Retirement
Education
Mount Vernon Nazarene University 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Kevin Wellema's J.P. Morgan Asset Management Experience July 2014 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
Vestmark May 2013 - July 2014
Citi June 2009 - May 2013
Citi January 2008 - March 2009
AIG March 2006 - January 2008
Skills
Fixed Income, Equities, Mutual Funds, Finance, Bonds, Equity Trading, Securities, Portfolio Management
Education
Montclair State University 2006 — 2009
Master of Business Administration, Finance
Fairleigh Dickinson University-Florham Campus
Bachelor's degree, Finance, General
J.P. Morgan Asset Management July 2014 - Present
Vestmark May 2013 - July 2014
Citi June 2009 - May 2013
Citi January 2008 - March 2009
AIG March 2006 - January 2008
Skills
Fixed Income, Equities, Mutual Funds, Finance, Bonds, Equity Trading, Securities, Portfolio Management
Education
Montclair State University 2006 — 2009
Master of Business Administration, Finance
Fairleigh Dickinson University-Florham Campus
Bachelor's degree, Finance, General
Laura Barcia's J.P. Morgan Asset Management Experience May 2012 - Present
Job Vice President Event Manager, Investment Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2012 - Present
J.P. Morgan June 2007 - June 2012
J.P. Morgan February 1999 - June 2007
Barclays Capital March 1997 - January 1999
Goldman Sachs September 1993 - January 1997
Coopers & Lybrand LLP June 1988 - August 1993
Skills
Event Planning, Strategic Planning, Marketing, Management, Fundraising, Program Management, Human Resources, Customer Service, Event Management, Budgets, Social Media, Non-profits, Marketing Communications, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, PowerPoint, Market Research, Research, Marketing Strategy, Public Relations
Education
Katherine Gibbs School 1987 — 1988
Certificate of Graduation, Advanced Secretarial Program
St. Francis Preparatory High School 1983 — 1987
Diploma
J.P. Morgan Asset Management May 2012 - Present
J.P. Morgan June 2007 - June 2012
J.P. Morgan February 1999 - June 2007
Barclays Capital March 1997 - January 1999
Goldman Sachs September 1993 - January 1997
Coopers & Lybrand LLP June 1988 - August 1993
Skills
Event Planning, Strategic Planning, Marketing, Management, Fundraising, Program Management, Human Resources, Customer Service, Event Management, Budgets, Social Media, Non-profits, Marketing Communications, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, PowerPoint, Market Research, Research, Marketing Strategy, Public Relations
Education
Katherine Gibbs School 1987 — 1988
Certificate of Graduation, Advanced Secretarial Program
St. Francis Preparatory High School 1983 — 1987
Diploma
Russell Budnick's J.P. Morgan Asset Management Experience April 2015 - Present
Job Executive Director Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan February 2009 - April 2015
JPMorgan Chase & Co. March 2008 - February 2009
Bear, Stearns & Co. Inc. July 2005 - March 2008
Skills
Fixed Income, Investment Banking, Portfolio Management, Capital Markets, Asset Management, Investments, Equities, Financial Analysis, Strategy, High Yield Bonds, Preferred Stock, Credit, Trading, Government Bonds, corporate bonds, Hybrids
Education
Middlebury College 2001 — 2005
Bachelor of Arts (BA), Economics and Political Science (double major)
Brunswick School 1998 — 2001
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan February 2009 - April 2015
JPMorgan Chase & Co. March 2008 - February 2009
Bear, Stearns & Co. Inc. July 2005 - March 2008
Skills
Fixed Income, Investment Banking, Portfolio Management, Capital Markets, Asset Management, Investments, Equities, Financial Analysis, Strategy, High Yield Bonds, Preferred Stock, Credit, Trading, Government Bonds, corporate bonds, Hybrids
Education
Middlebury College 2001 — 2005
Bachelor of Arts (BA), Economics and Political Science (double major)
Brunswick School 1998 — 2001
Yoojin Kim's J.P. Morgan Asset Management Experience February 2014 - Present
Job Executive Director, Client Portfolio Manager, IM Solutions Global MultiAsset Group at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
Blue Prairie Group May 2007 - September 2010
NAAAP Chicago March 2009 - June 2010
Blue Prairie Group August 2003 - April 2007
Blue Prairie Group May 2003 - July 2003
Skills
Investments, Product Management, 401k, Asset Allocation, Organizational..., Product Development, Portfolio Management, Research, Qualified Retirement..., Retirement Income, Communication, Defined Contribution, 401k participant..., Business Management, International Defined...
Education
Loyola University Chicago 2001 — 2004
BA, Finance, Information Systems
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
Blue Prairie Group May 2007 - September 2010
NAAAP Chicago March 2009 - June 2010
Blue Prairie Group August 2003 - April 2007
Blue Prairie Group May 2003 - July 2003
Skills
Investments, Product Management, 401k, Asset Allocation, Organizational..., Product Development, Portfolio Management, Research, Qualified Retirement..., Retirement Income, Communication, Defined Contribution, 401k participant..., Business Management, International Defined...
Education
Loyola University Chicago 2001 — 2004
BA, Finance, Information Systems
Tom Goetzinger, CFA's J.P. Morgan Asset Management Experience 2010 - 2014
Job Portfolio Manager at UMB Bank
Industry Investment Management
Experience
UMB Bank 2015 - Present
First Financial Equity Corporation 2014 - 2015
J.P. Morgan Asset Management 2010 - 2014
Dreman Value Management 2006 - 2009
Morningstar 2001 - 2006
T Rowe Price 1998 - 2000
Skills
Equity Research, Equities, Valuation, Portfolio Management, Mutual Funds, Fixed Income, Investments, Securities, Finance, Investment Advisory, Wealth Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance and Investments
Loyola University Maryland 1996 — 1998
BBA, Finance
Saint Joseph's University 1994 — 1996
UMB Bank 2015 - Present
First Financial Equity Corporation 2014 - 2015
J.P. Morgan Asset Management 2010 - 2014
Dreman Value Management 2006 - 2009
Morningstar 2001 - 2006
T Rowe Price 1998 - 2000
Skills
Equity Research, Equities, Valuation, Portfolio Management, Mutual Funds, Fixed Income, Investments, Securities, Finance, Investment Advisory, Wealth Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance and Investments
Loyola University Maryland 1996 — 1998
BBA, Finance
Saint Joseph's University 1994 — 1996
Mike Reidy's J.P. Morgan Asset Management Experience May 2013 - Present
Job Global Business Management / VP at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management June 2010 - June 2013
J.P. Morgan Asset Management September 2005 - November 2010
MEADEN & MOORE, LLP November 2004 - September 2005
Skills
Finance, Financial Analysis, Financial Reporting, Analysis, Mutual Funds, Financial Modeling, Business Performance..., Asset Management, Investments, Corporate Finance, Alternative Investments, Analytics, Marketing Strategy, Marketing, Product Marketing, Business Management
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 1999 — 2003
Bachelor of Science, Finance & Management Information Systems
Miami University 1999 — 2003
Bachelor of Arts (BA), Finance, General
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management June 2010 - June 2013
J.P. Morgan Asset Management September 2005 - November 2010
MEADEN & MOORE, LLP November 2004 - September 2005
Skills
Finance, Financial Analysis, Financial Reporting, Analysis, Mutual Funds, Financial Modeling, Business Performance..., Asset Management, Investments, Corporate Finance, Alternative Investments, Analytics, Marketing Strategy, Marketing, Product Marketing, Business Management
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 1999 — 2003
Bachelor of Science, Finance & Management Information Systems
Miami University 1999 — 2003
Bachelor of Arts (BA), Finance, General
Lisa Zhang's J.P. Morgan Asset Management Experience August 2007 - May 2010
Job Marketing Operations
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
J.P. Morgan October 2012 - June 2014
J.P. Morgan Private Bank May 2010 - October 2012
J.P. Morgan Asset Management August 2007 - May 2010
Skills
CRM
Education
Northwestern University 2003 — 2007
BA, Economics, Legal Studies
Bloomberg LP June 2014 - Present
J.P. Morgan October 2012 - June 2014
J.P. Morgan Private Bank May 2010 - October 2012
J.P. Morgan Asset Management August 2007 - May 2010
Skills
CRM
Education
Northwestern University 2003 — 2007
BA, Economics, Legal Studies
Raja Sambamurty's J.P. Morgan Asset Management Experience August 2013 - September 2014
Job IT Transformation leader in Infrastructure & Application Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2013 - September 2014
J.P. Morgan Chase Investment Bank March 2008 - August 2013
Bear Stearns November 2004 - March 2008
HSBC January 2001 - November 2004
Republic National Bank 1999 - 2000
Chase Private Bank October 1998 - 1999
UBS Global Asset Management 1997 - 1998
Mellon Capital February 1997 - May 1997
NWM April 1994 - February 1997
DEC January 1988 - June 1994
Skills
Swaps, Calypso, Financial Services, Equities, Market Data, Rates, Hedge Funds, Trading, Electronic Trading, Equity Derivatives, Credit Derivatives, Middle Office, Derivatives, FX Options, Trading Systems, Management, SDLC, Sybase, Business Analysis, Fixed Income, Investment Banking, Interest Rate..., Capital Markets, SQL, Unix, Trading System, Alternative Investments, Collateral Management, Options, Financial Markets, Interest Rates, IT Strategy, IT Management, Leadership Development, Cross-functional Team...
Education
New York University 1983 — 1985
Master of Science (M.S.), Computer Science
J.P. Morgan Asset Management August 2013 - September 2014
J.P. Morgan Chase Investment Bank March 2008 - August 2013
Bear Stearns November 2004 - March 2008
HSBC January 2001 - November 2004
Republic National Bank 1999 - 2000
Chase Private Bank October 1998 - 1999
UBS Global Asset Management 1997 - 1998
Mellon Capital February 1997 - May 1997
NWM April 1994 - February 1997
DEC January 1988 - June 1994
Skills
Swaps, Calypso, Financial Services, Equities, Market Data, Rates, Hedge Funds, Trading, Electronic Trading, Equity Derivatives, Credit Derivatives, Middle Office, Derivatives, FX Options, Trading Systems, Management, SDLC, Sybase, Business Analysis, Fixed Income, Investment Banking, Interest Rate..., Capital Markets, SQL, Unix, Trading System, Alternative Investments, Collateral Management, Options, Financial Markets, Interest Rates, IT Strategy, IT Management, Leadership Development, Cross-functional Team...
Education
New York University 1983 — 1985
Master of Science (M.S.), Computer Science
Joshua Lieberman, CFA's J.P. Morgan Asset Management Experience October 2014 - Present
Job Institutional Relationship Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management October 2014 - Present
J.P. Morgan Asset Management June 2012 - September 2014
J.P. Morgan Asset Management October 2010 - June 2012
J.P. Morgan Asset Management January 2009 - October 2010
J.P. Morgan Asset Management July 2005 - December 2008
Skills
Product Management, Equities, Marketing, Alternative Investments
Education
Northwestern University 2000 — 2004
B.S., Engineering
J.P. Morgan Asset Management October 2014 - Present
J.P. Morgan Asset Management June 2012 - September 2014
J.P. Morgan Asset Management October 2010 - June 2012
J.P. Morgan Asset Management January 2009 - October 2010
J.P. Morgan Asset Management July 2005 - December 2008
Skills
Product Management, Equities, Marketing, Alternative Investments
Education
Northwestern University 2000 — 2004
B.S., Engineering
Krina Vyas's J.P. Morgan Asset Management Experience June 2008 - June 2010
Job MD Candidate @ Rutgers New Jersey Medical School
Industry Medical Practice
Experience
Rutgers New Jersey Medical School August 2013 - Present
Teach for America June 2010 - June 2011
J.P. Morgan Asset Management June 2008 - June 2010
Skills
Asset Managment, Investments, Wealth Management, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Public Speaking, Microsoft Word, Bloomberg, Economics
Education
Rutgers New Jersey Medical School 2013 — 2017
Doctor of Medicine (M.D.)
Rutgers, The State University of New Jersey-Newark 2011 — 2013
NYU 2004 — 2008
Bachelor of Science (BS), Finance, General
Rutgers New Jersey Medical School August 2013 - Present
Teach for America June 2010 - June 2011
J.P. Morgan Asset Management June 2008 - June 2010
Skills
Asset Managment, Investments, Wealth Management, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Public Speaking, Microsoft Word, Bloomberg, Economics
Education
Rutgers New Jersey Medical School 2013 — 2017
Doctor of Medicine (M.D.)
Rutgers, The State University of New Jersey-Newark 2011 — 2013
NYU 2004 — 2008
Bachelor of Science (BS), Finance, General
Jillian DelSignore's J.P. Morgan Asset Management Experience September 2015 - Present
Job Head of ETF Distribution J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
BlackRock March 2009 - Present
Goldman Sachs June 2007 - March 2009
Goldman Sachs June 2005 - June 2007
Federated Investors May 2004 - May 2005
Skills
Asset Management, Series 7, Alternative Investments, Mutual Funds, ETFs, Investments, Bloomberg, Trading, Relationship Management, Capital Markets, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2005
MBA
John Carroll University 1995 — 1999
BA, Communications
J.P. Morgan Asset Management September 2015 - Present
BlackRock March 2009 - Present
Goldman Sachs June 2007 - March 2009
Goldman Sachs June 2005 - June 2007
Federated Investors May 2004 - May 2005
Skills
Asset Management, Series 7, Alternative Investments, Mutual Funds, ETFs, Investments, Bloomberg, Trading, Relationship Management, Capital Markets, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2005
MBA
John Carroll University 1995 — 1999
BA, Communications
Andrew Knapp's J.P. Morgan Asset Management Experience May 2013 - Present
Job Associate, Institutional Advisory & Sales at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management January 2012 - April 2013
Robert W. Baird & Co. July 2009 - August 2011
Stark Investments April 2008 - December 2008
Stark Investments June 2007 - March 2008
Education
Marquette University 2005 — 2009
BS, Finance
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management January 2012 - April 2013
Robert W. Baird & Co. July 2009 - August 2011
Stark Investments April 2008 - December 2008
Stark Investments June 2007 - March 2008
Education
Marquette University 2005 — 2009
BS, Finance
Kinsey Sale's J.P. Morgan Asset Management Experience August 2007 - Present
Job Vice President J.P. Morgan Global Real Assets
Industry Real Estate
Experience
J.P. Morgan Asset Management August 2007 - Present
GVA Williams November 2006 - August 2007
Skills
Valuation, Real Estate Economics, Financial Modeling, Investments, Asset Management, Capital Markets, Portfolio Management, Due Diligence
Education
New York University 2007 — 2011
M.S. in Real Estate, Finance & Investment
Stanford University 2002 — 2006
Bachelor of Arts (B.A.), Urban Planning
Roland Park Country School 1996 — 2002
High School
J.P. Morgan Asset Management August 2007 - Present
GVA Williams November 2006 - August 2007
Skills
Valuation, Real Estate Economics, Financial Modeling, Investments, Asset Management, Capital Markets, Portfolio Management, Due Diligence
Education
New York University 2007 — 2011
M.S. in Real Estate, Finance & Investment
Stanford University 2002 — 2006
Bachelor of Arts (B.A.), Urban Planning
Roland Park Country School 1996 — 2002
High School
Nicole Mauriello's J.P. Morgan Asset Management Experience September 2012 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Insurance
Experience
J.P. Morgan Asset Management September 2012 - Present
Deloitte & Touche August 2007 - September 2012
Skills
Internal Controls, Risk Management, Sarbanes-Oxley Act, Analysis, Enterprise Risk...
Education
Manhattan College 2003 — 2007
Bachelor of Science (B.S.), Accounting and Business/Management
J.P. Morgan Asset Management September 2012 - Present
Deloitte & Touche August 2007 - September 2012
Skills
Internal Controls, Risk Management, Sarbanes-Oxley Act, Analysis, Enterprise Risk...
Education
Manhattan College 2003 — 2007
Bachelor of Science (B.S.), Accounting and Business/Management
Jason Blumstein, CFA's J.P. Morgan Asset Management Experience October 2012 - Present
Job Vice President, Equity Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2012 - Present
JPMorgan Chase May 2007 - September 2012
Morgan Stanley May 2005 - May 2007
PricewaterhouseCoopers, L.L.P. August 2004 - May 2005
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Equities, Valuation, Investments, Finance
Education
Lehigh University 2000 — 2004
Bachelor of Science, Major: Finance Minor: Communications
J.P. Morgan Asset Management October 2012 - Present
JPMorgan Chase May 2007 - September 2012
Morgan Stanley May 2005 - May 2007
PricewaterhouseCoopers, L.L.P. August 2004 - May 2005
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Equities, Valuation, Investments, Finance
Education
Lehigh University 2000 — 2004
Bachelor of Science, Major: Finance Minor: Communications
Nikki Powers's J.P. Morgan Asset Management Experience August 2013 - Present
Job Client Service Support at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2013 - Present
J.P. Morgan Asset Management September 2007 - August 2013
Dress for Success Columbus August 2009 - 2009
J.P. Morgan Asset Management November 2005 - September 2007
Miller-Valentine Group August 2003 - November 2005
Skills
Marketing, Leadership, Event Planning
Education
Otterbein University 2000 — 2003
B.A., Public Relations & B.A. Speech Communication
Kent State University 1998 — 2000
J.P. Morgan Asset Management August 2013 - Present
J.P. Morgan Asset Management September 2007 - August 2013
Dress for Success Columbus August 2009 - 2009
J.P. Morgan Asset Management November 2005 - September 2007
Miller-Valentine Group August 2003 - November 2005
Skills
Marketing, Leadership, Event Planning
Education
Otterbein University 2000 — 2003
B.A., Public Relations & B.A. Speech Communication
Kent State University 1998 — 2000
Nadine G. Sheiness's J.P. Morgan Asset Management Experience August 2014 - Present
Job Executive Assistant at J.P. Morgan Asset Management
Industry Executive Office
Experience
J.P. Morgan Asset Management August 2014 - Present
FRAZER, RYAN, GOLDBERG & ARNOLD LLP August 2013 - May 2014
Choice Temporary Administrative Services, LLC July 2011 - May 2014
Casino Arizona January 2005 - April 2011
BRYANCAVE, LLP December 2004 - June 2005
SHIBOLETH, YISRAELI October 1991 - November 2004
Skills
Executive..., Professional Organizing, AZ Notary Public, Office Management, Research, Administrative..., Team Building, Legal Writing, Executive Management
Education
Falmouth Institute 2006 — 2006
Certificate, Robert’s Rules of Order Certificate
Falmouth Institute 2006 — 2006
Certificate, Recording Secretary
Marymount Manhattan College 1991 — 2001
Psychology
ICS 1993 — 1994
Certificate, Paralegal
Saint John's University 1987 — 1988
Certificate, Business Management
J.P. Morgan Asset Management August 2014 - Present
FRAZER, RYAN, GOLDBERG & ARNOLD LLP August 2013 - May 2014
Choice Temporary Administrative Services, LLC July 2011 - May 2014
Casino Arizona January 2005 - April 2011
BRYANCAVE, LLP December 2004 - June 2005
SHIBOLETH, YISRAELI October 1991 - November 2004
Skills
Executive..., Professional Organizing, AZ Notary Public, Office Management, Research, Administrative..., Team Building, Legal Writing, Executive Management
Education
Falmouth Institute 2006 — 2006
Certificate, Robert’s Rules of Order Certificate
Falmouth Institute 2006 — 2006
Certificate, Recording Secretary
Marymount Manhattan College 1991 — 2001
Psychology
ICS 1993 — 1994
Certificate, Paralegal
Saint John's University 1987 — 1988
Certificate, Business Management
Dan Bohle's J.P. Morgan Asset Management Experience September 2013 - Present
Job Western Divisional Sales Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2013 - Present
Dreyfus January 2013 - September 2013
Dreyfus March 2006 - January 2013
Lord, Abbett & Co. 2002 - 2006
Skills
Series 7, Mutual Funds, Sales Management, Series 66, Coaching, Series 24, Asset Allocation, Uniform Combined State..., Series 63, Alternative Investments, Separately Managed..., Securities, ETFs, Investment Strategies, Series 65, Investment Advisory, Wealth Management, Series 6, Asset Management, FINRA
Education
Muhlenberg College 1998 — 2002
B.A., Economics & Polical Science
J.P. Morgan Asset Management September 2013 - Present
Dreyfus January 2013 - September 2013
Dreyfus March 2006 - January 2013
Lord, Abbett & Co. 2002 - 2006
Skills
Series 7, Mutual Funds, Sales Management, Series 66, Coaching, Series 24, Asset Allocation, Uniform Combined State..., Series 63, Alternative Investments, Separately Managed..., Securities, ETFs, Investment Strategies, Series 65, Investment Advisory, Wealth Management, Series 6, Asset Management, FINRA
Education
Muhlenberg College 1998 — 2002
B.A., Economics & Polical Science
Ann Colvin's J.P. Morgan Asset Management Experience July 2009 - February 2012
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
J.P. Morgan Asset Management July 2009 - February 2012
J.P. Morgan Asset Management September 2006 - July 2009
University of Southern Mississippi August 2005 - August 2006
Skills
Financial Analysis, Strategic Financial..., Risk Management, Business Development, PowerPoint, Marketing Strategy, Strategic Planning, Microsoft Excel, Fixed Income, Equities, Portfolio Management, Financial Modeling, Series 7, Hedge Funds, Series 63, Asset Managment, Investments
Education
The University of Southern Mississippi 2005 — 2006
MBA, Business Administration
Louisiana State University 2000 — 2004
BS, Business Administration
J.P. Morgan February 2012 - Present
J.P. Morgan Asset Management July 2009 - February 2012
J.P. Morgan Asset Management September 2006 - July 2009
University of Southern Mississippi August 2005 - August 2006
Skills
Financial Analysis, Strategic Financial..., Risk Management, Business Development, PowerPoint, Marketing Strategy, Strategic Planning, Microsoft Excel, Fixed Income, Equities, Portfolio Management, Financial Modeling, Series 7, Hedge Funds, Series 63, Asset Managment, Investments
Education
The University of Southern Mississippi 2005 — 2006
MBA, Business Administration
Louisiana State University 2000 — 2004
BS, Business Administration
Rajiv Ohri's J.P. Morgan Asset Management Experience September 2013 - Present
Job Data Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2013 - Present
Upwardly Global March 2009 - Present
Primeshares World Markets April 2010 - January 2013
Citi August 2009 - November 2009
Travisa Outsourcing September 2007 - March 2009
Computer Professional Learning Center September 2006 - August 2007
Alpha Imports April 2005 - February 2006
Skills
SQL, Access, Oracle, Microsoft Office, Siebel, Coaching, Advisement, Peer Mentoring, SalesLogix, MS Office Suite, Microsoft Excel, Rational Rose, Stella Software, Dial Connection, Databases, Business Analysis, Analysis, Visio, Management
Education
London South Bank University 2001 — 2003
Masters, Information Systems, Database Fundamentals
Kirori Mal College 1995 — 1998
Bachelors of Science, Mathematics, Physics, Chemistry
Bhartiya Vidya Bhawan 1990 — 1995
High School, Maths, Physics, Chemistry
J.P. Morgan Asset Management September 2013 - Present
Upwardly Global March 2009 - Present
Primeshares World Markets April 2010 - January 2013
Citi August 2009 - November 2009
Travisa Outsourcing September 2007 - March 2009
Computer Professional Learning Center September 2006 - August 2007
Alpha Imports April 2005 - February 2006
Skills
SQL, Access, Oracle, Microsoft Office, Siebel, Coaching, Advisement, Peer Mentoring, SalesLogix, MS Office Suite, Microsoft Excel, Rational Rose, Stella Software, Dial Connection, Databases, Business Analysis, Analysis, Visio, Management
Education
London South Bank University 2001 — 2003
Masters, Information Systems, Database Fundamentals
Kirori Mal College 1995 — 1998
Bachelors of Science, Mathematics, Physics, Chemistry
Bhartiya Vidya Bhawan 1990 — 1995
High School, Maths, Physics, Chemistry
Pete Chappelear's J.P. Morgan Asset Management Experience February 1997 - Present
Job Head of DC Solutions Team, J.P. Morgan Asset Management Fixed Income & Liquidity
Industry Financial Services
Experience
J.P. Morgan Asset Management February 1997 - Present
Becker & Rooney 1994 - 1997
Prudential Asset Management Co 1988 - 1994
Education
Lafayette College 1984 — 1988
Bachelor of Arts (BA), Economics & Business
J.P. Morgan Asset Management February 1997 - Present
Becker & Rooney 1994 - 1997
Prudential Asset Management Co 1988 - 1994
Education
Lafayette College 1984 — 1988
Bachelor of Arts (BA), Economics & Business
Jessica Alvarez-Calderon's J.P. Morgan Asset Management Experience June 2010 - Present
Job Executive Director, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2010 - Present
AllianceBernstein August 2006 - June 2010
Accenture 2002 - 2006
Education
Lafayette College 1997 — 2001
International Affairs & Economics/Business
J.P. Morgan Asset Management June 2010 - Present
AllianceBernstein August 2006 - June 2010
Accenture 2002 - 2006
Education
Lafayette College 1997 — 2001
International Affairs & Economics/Business
Sanila Chowdhury's J.P. Morgan Asset Management Experience April 2011 - Present
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2011 - Present
Education
New York University 2003 — 2007
BA
Westhill High School
J.P. Morgan Asset Management April 2011 - Present
Education
New York University 2003 — 2007
BA
Westhill High School
Ted Robottom's J.P. Morgan Asset Management Experience July 2011 - September 2013
Job Acquisitions and Development at Lightstone Group
Industry Real Estate
Experience
Lightstone Group June 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan Asset Management July 2011 - September 2013
Skills
Real Estate Economics, Real Estate Transactions, Investment Properties, Real Estate Investment, Real Estate Private..., Real Estate Development
Education
New York University 2012 — 2016
Master of Science (M.S.)
Steven L. Newman 2011 — 2012
Graduate Certificate, Real Estate Finance
Syracuse University 2007 — 2011
Bachelor of Science (B.S.)
Lightstone Group June 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan Asset Management July 2011 - September 2013
Skills
Real Estate Economics, Real Estate Transactions, Investment Properties, Real Estate Investment, Real Estate Private..., Real Estate Development
Education
New York University 2012 — 2016
Master of Science (M.S.)
Steven L. Newman 2011 — 2012
Graduate Certificate, Real Estate Finance
Syracuse University 2007 — 2011
Bachelor of Science (B.S.)
Irene SZ-YING SHIANG's J.P. Morgan Asset Management Experience September 2013 - Present
Job Research Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2013 - Present
Yuanta Securities June 2012 - August 2013
CLSA June 2010 - February 2011
Chung-Hua Institution for Economic Research January 2010 - December 2010
HSBC June 2009 - September 2009
Skills
Bloomberg, TEJ, Datastream, Microsoft Office, VBA, Equity Research
Education
University of Oklahoma 2011 — 2012
Exchange program, Economics
National Taiwan University 2009 — 2012
MBA, Finance
National Taiwan University 2005 — 2009
Bachelor, Finance
J.P. Morgan Asset Management September 2013 - Present
Yuanta Securities June 2012 - August 2013
CLSA June 2010 - February 2011
Chung-Hua Institution for Economic Research January 2010 - December 2010
HSBC June 2009 - September 2009
Skills
Bloomberg, TEJ, Datastream, Microsoft Office, VBA, Equity Research
Education
University of Oklahoma 2011 — 2012
Exchange program, Economics
National Taiwan University 2009 — 2012
MBA, Finance
National Taiwan University 2005 — 2009
Bachelor, Finance
Cassio Calil's J.P. Morgan Asset Management Experience April 2011 - June 2013
Job MD at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan - Commercial Bank July 2013 - Present
J.P. Morgan - Asset Management April 2011 - June 2013
J.P. Morgan - Investment Bank April 2004 - March 2011
IBM Corporation May 1998 - April 2004
IBM - Europe May 1996 - April 1998
IBM - Australia Ltd June 1989 - May 1996
IBM - Asia South Pacific Area May 1987 - June 1989
Skills
Capital Markets, Investment Banking, Fixed Income, Asset Managment, Risk Management, M&A experience, Treasury Management, Corporate Finance, Foreign Exchange..., Economics, Alternative Investments, Asset Management, Banking, Derivatives, Emerging Markets, Equities, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investments, Private Equity, Mergers & Acquisitions, Strategic Financial..., Structured Finance, Treasury, Valuation, Wealth Management
Education
University College Dublin 1996 — 1998
Master's degree, Finance and Financial Management Services
Macquarie University 1993 — 1995
Master's degree, Economics
University Mackenzie 1982 — 1986
Bachelor's degree, Economics
J.P. Morgan - Commercial Bank July 2013 - Present
J.P. Morgan - Asset Management April 2011 - June 2013
J.P. Morgan - Investment Bank April 2004 - March 2011
IBM Corporation May 1998 - April 2004
IBM - Europe May 1996 - April 1998
IBM - Australia Ltd June 1989 - May 1996
IBM - Asia South Pacific Area May 1987 - June 1989
Skills
Capital Markets, Investment Banking, Fixed Income, Asset Managment, Risk Management, M&A experience, Treasury Management, Corporate Finance, Foreign Exchange..., Economics, Alternative Investments, Asset Management, Banking, Derivatives, Emerging Markets, Equities, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investments, Private Equity, Mergers & Acquisitions, Strategic Financial..., Structured Finance, Treasury, Valuation, Wealth Management
Education
University College Dublin 1996 — 1998
Master's degree, Finance and Financial Management Services
Macquarie University 1993 — 1995
Master's degree, Economics
University Mackenzie 1982 — 1986
Bachelor's degree, Economics
Andrew Milden's J.P. Morgan Asset Management Experience July 2011 - October 2014
Job IT Business Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2015 - Present
J.P. Morgan October 2014 - May 2015
J.P. Morgan Asset Management July 2011 - October 2014
Johnson C. Smith University October 2009 - May 2011
Nationwide Insurance May 2010 - August 2010
Johnson & Johnson June 2009 - August 2009
Skills
Blogging, Agile Methodologies, Java, Microsoft Office, Mac OS, Quality Center, Adobe LiveCycle Designer, Vendor Relationships, Process Management, JIRA, SharePoint, XP, Web Services, Oracle, SQL, Testing, Visual Basic, Windows XP, HP Quality Center
Education
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (BS), Bachelor of Science in Computer Science Information Systems
Bank of America May 2015 - Present
J.P. Morgan October 2014 - May 2015
J.P. Morgan Asset Management July 2011 - October 2014
Johnson C. Smith University October 2009 - May 2011
Nationwide Insurance May 2010 - August 2010
Johnson & Johnson June 2009 - August 2009
Skills
Blogging, Agile Methodologies, Java, Microsoft Office, Mac OS, Quality Center, Adobe LiveCycle Designer, Vendor Relationships, Process Management, JIRA, SharePoint, XP, Web Services, Oracle, SQL, Testing, Visual Basic, Windows XP, HP Quality Center
Education
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (BS), Bachelor of Science in Computer Science Information Systems
Ian Bogdanich's J.P. Morgan Asset Management Experience September 2015 - Present
Job Associate, JP Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan October 2011 - September 2015
J.P. Morgan March 2008 - October 2011
Bear Stearns March 2008 - March 2008
Skills
Series 63, Series 7, Series 55, Bloomberg, FINRA, Fixed Income, Equity Trading, Hedge Funds, Equities, Prime Brokerage, Securities, Equity Research
Education
Marist College 2003 — 2007
Bachelor's, Political Science, Business
Chaminade High School 1999 — 2003
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan October 2011 - September 2015
J.P. Morgan March 2008 - October 2011
Bear Stearns March 2008 - March 2008
Skills
Series 63, Series 7, Series 55, Bloomberg, FINRA, Fixed Income, Equity Trading, Hedge Funds, Equities, Prime Brokerage, Securities, Equity Research
Education
Marist College 2003 — 2007
Bachelor's, Political Science, Business
Chaminade High School 1999 — 2003
Chris Lovero's J.P. Morgan Asset Management Experience March 2015 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
Colene Cords's J.P. Morgan Asset Management Experience September 2012 - August 2014
Job Sr. Manager, Creative Services Major Financial Services Firm; Experienced Art Director, Creative Consultant & Designer
Industry Financial Services
Experience
Major Financial Services Firm August 2014 - Present
J.P. Morgan Asset Management September 2012 - August 2014
J.P. Morgan Asset Management September 2010 - September 2012
J.P. Morgan Retirement Plan Services 2008 - 2010
J.P. Morgan Retirement Plan Services 2001 - 2007
GEAR For Sports, Inc. 1999 - 2001
Prime Media, Inc. 1998 - 1999
Skills
MAC and Windows..., Adobe Creative Suite CS5, Adobe InDesign, Adobe Photoshop, Adobe Acrobat, Adobe Illustrator, Dreamweaver
Education
The University of Kansas 1990 — 1992
BFA, Textile Design
Johnson County Community College 1987 — 1989
Associate, Graphic Design
Major Financial Services Firm August 2014 - Present
J.P. Morgan Asset Management September 2012 - August 2014
J.P. Morgan Asset Management September 2010 - September 2012
J.P. Morgan Retirement Plan Services 2008 - 2010
J.P. Morgan Retirement Plan Services 2001 - 2007
GEAR For Sports, Inc. 1999 - 2001
Prime Media, Inc. 1998 - 1999
Skills
MAC and Windows..., Adobe Creative Suite CS5, Adobe InDesign, Adobe Photoshop, Adobe Acrobat, Adobe Illustrator, Dreamweaver
Education
The University of Kansas 1990 — 1992
BFA, Textile Design
Johnson County Community College 1987 — 1989
Associate, Graphic Design
Karina Oliver's J.P. Morgan Asset Management Experience April 2013 - Present
Job Administrative Assistant at J.P. Morgan Asset Management
Industry Utilities
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan Asset Management April 2013 - Present
J.P. Morgan September 2011 - April 2013
Con Edison May 2001 - November 2009
Skills
Customer Service, Call Centers, Invoicing, Microsoft Excel, Process Improvement, Project Management, PowerPoint, Troubleshooting, Outlook, Access
Education
Monroe College 2010 — 2012
Bachelor's Degree, Business Administration, 3.8
J.P. Morgan April 2013 - Present
J.P. Morgan Asset Management April 2013 - Present
J.P. Morgan September 2011 - April 2013
Con Edison May 2001 - November 2009
Skills
Customer Service, Call Centers, Invoicing, Microsoft Excel, Process Improvement, Project Management, PowerPoint, Troubleshooting, Outlook, Access
Education
Monroe College 2010 — 2012
Bachelor's Degree, Business Administration, 3.8
Claire Yung's J.P. Morgan Asset Management Experience July 2012 - August 2012
Job Public Relations Executive at Bluerider ART
Industry Financial Services
Experience
Bluerider ART Gallery December 2014 - July 2015
alice + olivia February 2014 - May 2014
Deloitte July 2013 - August 2013
J.P. Morgan Asset Management July 2012 - August 2012
MaxMara January 2012 - May 2012
Fitch Ratings June 2011 - July 2011
Skills
Microsoft Office, Business Development, Merchandising, Social Media
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics
Bluerider ART Gallery December 2014 - July 2015
alice + olivia February 2014 - May 2014
Deloitte July 2013 - August 2013
J.P. Morgan Asset Management July 2012 - August 2012
MaxMara January 2012 - May 2012
Fitch Ratings June 2011 - July 2011
Skills
Microsoft Office, Business Development, Merchandising, Social Media
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics
James Presser's J.P. Morgan Asset Management Experience July 2015 - Present
Job AML/KYC Onboarding Officer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2003 - June 2015
Citi October 1997 - September 2003
Skills
Investments, Wealth Management, Private Banking, Team Building and..., Series 7, Series 63, Relationship Management, New Business Development, Credit Solutions, Wealth Management..., Organizational and..., Banking, Finance, Portfolio Management, Financial Planning, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Strong risk and..., Strong written and oral..., Strong analytical,...
Education
Lycoming College
BA Business Administration
Northern Valley Regional High School Demarest NJ
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2003 - June 2015
Citi October 1997 - September 2003
Skills
Investments, Wealth Management, Private Banking, Team Building and..., Series 7, Series 63, Relationship Management, New Business Development, Credit Solutions, Wealth Management..., Organizational and..., Banking, Finance, Portfolio Management, Financial Planning, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Strong risk and..., Strong written and oral..., Strong analytical,...
Education
Lycoming College
BA Business Administration
Northern Valley Regional High School Demarest NJ
Keith Fielder's J.P. Morgan Asset Management Experience 2001 - 2004
Job Manager/Volunteer at Lemon Grove Little League
Industry Management Consulting
Experience
Lemon Grove Little League January 2014 - Present
St. Augustine High School & Monastery 2009 - 2013
Union Bank December 2004 - April 2009
J.P. Morgan Asset Management 2001 - 2004
Skills
Management, High Level Of Accuracy, Copy Typing, Computers, Investment Banking, Operational Risk..., Customer Service, Vendors, Cpr Certified, First Aid, Efficent, Business Analysis, Payroll, Strategy, Accounting, Finance
Education
Lawson State Community College-Birmingham Campus 1994 — 1995
Wenonah High School 1990 — 1994
Music Performance, General & Electronics
Lemon Grove Little League January 2014 - Present
St. Augustine High School & Monastery 2009 - 2013
Union Bank December 2004 - April 2009
J.P. Morgan Asset Management 2001 - 2004
Skills
Management, High Level Of Accuracy, Copy Typing, Computers, Investment Banking, Operational Risk..., Customer Service, Vendors, Cpr Certified, First Aid, Efficent, Business Analysis, Payroll, Strategy, Accounting, Finance
Education
Lawson State Community College-Birmingham Campus 1994 — 1995
Wenonah High School 1990 — 1994
Music Performance, General & Electronics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY