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
Jessica Kusack Jessica Kusack's J.P. Morgan Asset Management Experience December 2014 - Present
Job Supervisory Manager at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
J.P. Morgan September 2010 - Present
Tave Risk Management November 2009 - September 2010
Education
Saint Mary's College
Bachelor of Business Administration (BBA), Finance and Marketing
J.P. Morgan Asset Management December 2014 - Present
J.P. Morgan September 2010 - Present
Tave Risk Management November 2009 - September 2010
Education
Saint Mary's College
Bachelor of Business Administration (BBA), Finance and Marketing
Andrew Strong Andrew Strong's J.P. Morgan Asset Management Experience July 2010 - November 2012
Job MBA Candidate, The University of Texas at Austin Red McCombs School of Business
Industry Capital Markets
Experience
salesforce.com February 2014 - December 2014
salesforce.com November 2012 - January 2014
J.P. Morgan Asset Management July 2010 - November 2012
ValueAct Capital June 2009 - September 2009
TransTech Pharma June 2007 - September 2007
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Investments, Dishwashing
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2006 — 2010
B.S., Management Science & Engineering
salesforce.com February 2014 - December 2014
salesforce.com November 2012 - January 2014
J.P. Morgan Asset Management July 2010 - November 2012
ValueAct Capital June 2009 - September 2009
TransTech Pharma June 2007 - September 2007
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Investments, Dishwashing
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2006 — 2010
B.S., Management Science & Engineering
Phoebe Claire Park Phoebe Claire Park's J.P. Morgan Asset Management Experience September 2014 - Present
Job Analyst, Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management September 2014 - Present
Wagner, Eubank & Nichols, LLP September 2013 - September 2014
Wagner, Eubank & Nichols, LLP January 2012 - March 2012
BBC May 2011 - July 2011
Skills
Accounting, Financial Reporting, Auditing, Microsoft Excel, PowerPoint, Analysis, Microsoft Word
Education
Southern Methodist University 2012 — 2013
MSA
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan Asset Management September 2014 - Present
Wagner, Eubank & Nichols, LLP September 2013 - September 2014
Wagner, Eubank & Nichols, LLP January 2012 - March 2012
BBC May 2011 - July 2011
Skills
Accounting, Financial Reporting, Auditing, Microsoft Excel, PowerPoint, Analysis, Microsoft Word
Education
Southern Methodist University 2012 — 2013
MSA
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Timothy Sopok Timothy Sopok's J.P. Morgan Asset Management Experience June 2014 - Present
Job Real Estate Analyst at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan Asset Management June 2014 - Present
Siena College January 2014 - May 2014
Armstrong Appraisals, LLC September 2013 - May 2014
Coldwell Banker Commercial Prime Companies June 2013 - August 2013
Siena Italian Studies January 2013 - May 2013
MetLife May 2012 - August 2012
Skills
Finance, Valuation, Commercial Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Investments, Economics, Negotiation, Communication, Social Media, Google Docs, Marketing, Strategic Financial..., Microsoft Exchange, Italian, Lotus Notes, Microsoft Publisher, HTML, Electrical Engineering
Education
Siena College 2010 — 2014
Bachelor of Science (B.S.), Finance
J.P. Morgan Asset Management June 2014 - Present
Siena College January 2014 - May 2014
Armstrong Appraisals, LLC September 2013 - May 2014
Coldwell Banker Commercial Prime Companies June 2013 - August 2013
Siena Italian Studies January 2013 - May 2013
MetLife May 2012 - August 2012
Skills
Finance, Valuation, Commercial Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Investments, Economics, Negotiation, Communication, Social Media, Google Docs, Marketing, Strategic Financial..., Microsoft Exchange, Italian, Lotus Notes, Microsoft Publisher, HTML, Electrical Engineering
Education
Siena College 2010 — 2014
Bachelor of Science (B.S.), Finance
Josh Bronstein, CFA Josh Bronstein, CFA's J.P. Morgan Asset Management Experience July 2015 - Present
Job
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
MBA Candidate, Class of 2015 July 2013 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
Rainin Group October 2013 - April 2014
Thayer Street Partners April 2013 - June 2013
Morgan Stanley April 2010 - April 2013
PNC Capital Markets LLC February 2009 - January 2010
Moody's Investors Service May 2006 - February 2009
Skills
Credit Risk, Securitization, Fixed Income, Pensions, Alternative Investments, Endowments, Portfolio Management, Municipal Securities, Private Equity, Venture Capital, Investments, Risk Management, Structured Finance, Credit Analysis, Credit, Asset Management, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business
MBA
Penn State University 2002 — 2006
Bachelor of Science (B.S.)
Univesrity of Pompeu Fabra 2005 — 2005
Study Abroad in Barcelona, Spain
J.P. Morgan Asset Management July 2015 - Present
MBA Candidate, Class of 2015 July 2013 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
Rainin Group October 2013 - April 2014
Thayer Street Partners April 2013 - June 2013
Morgan Stanley April 2010 - April 2013
PNC Capital Markets LLC February 2009 - January 2010
Moody's Investors Service May 2006 - February 2009
Skills
Credit Risk, Securitization, Fixed Income, Pensions, Alternative Investments, Endowments, Portfolio Management, Municipal Securities, Private Equity, Venture Capital, Investments, Risk Management, Structured Finance, Credit Analysis, Credit, Asset Management, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business
MBA
Penn State University 2002 — 2006
Bachelor of Science (B.S.)
Univesrity of Pompeu Fabra 2005 — 2005
Study Abroad in Barcelona, Spain
Danny McKenna's J.P. Morgan Asset Management Experience April 2013 - Present
Job Associate Internal Client Advisor, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2013 - Present
Prudential Financial August 2011 - April 2013
Prudential Financial March 2011 - August 2011
New Breed Logistics January 2009 - March 2011
Skills
Series 63, Series 7, Investment Management, Financial Planning, Mutual Funds, Variable Annuities, Consultative Sales..., Presentation Skills, Economic Knowledge, Competitive Positioning, Competitive Knowledge, Fiduciary, Internal Wholesaler, Internal Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Logistics
Education
Southern Connecticut State University 2008 — 2010
Bachelor's Degree, Business Management and Political Science
Roger Williams University 2006 — 2008
Business Management
J.P. Morgan Asset Management April 2013 - Present
Prudential Financial August 2011 - April 2013
Prudential Financial March 2011 - August 2011
New Breed Logistics January 2009 - March 2011
Skills
Series 63, Series 7, Investment Management, Financial Planning, Mutual Funds, Variable Annuities, Consultative Sales..., Presentation Skills, Economic Knowledge, Competitive Positioning, Competitive Knowledge, Fiduciary, Internal Wholesaler, Internal Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Logistics
Education
Southern Connecticut State University 2008 — 2010
Bachelor's Degree, Business Management and Political Science
Roger Williams University 2006 — 2008
Business Management
Daniel Galster Daniel Galster's J.P. Morgan Asset Management Experience June 2012 - August 2014
Job Trade Away / Prime Broker Settlement Service Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
J.P. Morgan Asset Management June 2012 - August 2014
J.P. Morgan Asset Management October 2010 - October 2012
J.P. Morgan Asset Management July 2009 - October 2010
J.P. Morgan Asset Management March 2008 - July 2009
J.P. Morgan Asset Management June 2006 - March 2008
Skills
Customer Relations, Excel, Equities, PowerPoint, Series 7, CRPC, Mutual Funds, Trading, Customer Service, Microsoft Excel
Education
Northwood University 2002 — 2006
Bachelor, Business Administration
Charles Schwab August 2014 - Present
J.P. Morgan Asset Management June 2012 - August 2014
J.P. Morgan Asset Management October 2010 - October 2012
J.P. Morgan Asset Management July 2009 - October 2010
J.P. Morgan Asset Management March 2008 - July 2009
J.P. Morgan Asset Management June 2006 - March 2008
Skills
Customer Relations, Excel, Equities, PowerPoint, Series 7, CRPC, Mutual Funds, Trading, Customer Service, Microsoft Excel
Education
Northwood University 2002 — 2006
Bachelor, Business Administration
Ivy Raffa's J.P. Morgan Asset Management Experience February 2013 - Present
Job Vice President at J.P. Morgan & Co.
Industry Real Estate
Experience
J.P. Morgan Asset Management February 2013 - Present
J.P. Morgan Asset Management January 2012 - February 2013
J.P. Morgan Asset Management January 2008 - December 2011
J.P. Morgan Asset Management April 2006 - December 2007
New Plan Excel Realty Trust November 2004 - March 2006
Twentyfirst Group December 2003 - October 2004
Skills
Financial Analysis, Asset Management, Banking, Due Diligence, Valuation, Portfolio Management, Capital Markets, Equities, Alternative Investments
Education
Pace University 2001 — 2003
MBA, Financial Management
Soochow University 1996 — 2000
BA, Accounting
J.P. Morgan Asset Management February 2013 - Present
J.P. Morgan Asset Management January 2012 - February 2013
J.P. Morgan Asset Management January 2008 - December 2011
J.P. Morgan Asset Management April 2006 - December 2007
New Plan Excel Realty Trust November 2004 - March 2006
Twentyfirst Group December 2003 - October 2004
Skills
Financial Analysis, Asset Management, Banking, Due Diligence, Valuation, Portfolio Management, Capital Markets, Equities, Alternative Investments
Education
Pace University 2001 — 2003
MBA, Financial Management
Soochow University 1996 — 2000
BA, Accounting
Daniel Broderick's J.P. Morgan Asset Management Experience August 1994 - September 1999
Job Managing Director, Product Management, TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2005 - Present
General Motors Asset Management September 1999 - July 2005
J.P. Morgan Asset Management August 1994 - September 1999
Dreyfus Service Corporation July 1991 - August 1994
Skills
Asset Managment, Portfolio Management, Investments, Investment Management, Team Building, Retirement, Pensions, Alternative Investments, Fixed Income, Mutual Funds, Equities, Asset Allocation, Due Diligence, Wealth Management, Financial Analysis, Investment Strategies, Business Strategy, Asset Management, Series 63, Product Management, Vendor Management, Financial Services, Securities, Business Development, Insurance, Relationship Management, Series 6, Management
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Finance
William Paterson University of New Jersey 1988 — 1991
BA, Business Administration
Paramus Catholic High School 1981 — 1985
HS
TIAA-CREF July 2005 - Present
General Motors Asset Management September 1999 - July 2005
J.P. Morgan Asset Management August 1994 - September 1999
Dreyfus Service Corporation July 1991 - August 1994
Skills
Asset Managment, Portfolio Management, Investments, Investment Management, Team Building, Retirement, Pensions, Alternative Investments, Fixed Income, Mutual Funds, Equities, Asset Allocation, Due Diligence, Wealth Management, Financial Analysis, Investment Strategies, Business Strategy, Asset Management, Series 63, Product Management, Vendor Management, Financial Services, Securities, Business Development, Insurance, Relationship Management, Series 6, Management
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Finance
William Paterson University of New Jersey 1988 — 1991
BA, Business Administration
Paramus Catholic High School 1981 — 1985
HS
Rachel Shuman Rachel Shuman's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Student at Princeton University
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - August 2014
Detroit Venture Partners June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Public Speaking, Leadership, Social Media, Spanish, Mandarin, Fundraising, Market Research, Business Strategy, Start-ups, PowerPoint
Education
Princeton University 2011 — 2015
Bachelor of Arts (A.B.), Economics, Chinese
Walled Lake Western High School 2007 — 2011
J.P. Morgan Asset Management June 2014 - August 2014
Detroit Venture Partners June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Public Speaking, Leadership, Social Media, Spanish, Mandarin, Fundraising, Market Research, Business Strategy, Start-ups, PowerPoint
Education
Princeton University 2011 — 2015
Bachelor of Arts (A.B.), Economics, Chinese
Walled Lake Western High School 2007 — 2011
Amanda Sanko's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Corporate Analyst Development Program Intern at J.P. Morgan Asset Management
Industry Financial Services
Experience
Delta Sigma Pi Professional Business Fraternity November 2013 - Present
OHIO Women in Business November 2013 - Present
Alpha Lambda Delta National Honors Society January 2013 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Global Consulting Program May 2014 - June 2014
Integrated Business Cluster January 2014 - May 2014
Real Living CCR 2011 - 2014
Education
Ohio University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.78
Delta Sigma Pi Professional Business Fraternity November 2013 - Present
OHIO Women in Business November 2013 - Present
Alpha Lambda Delta National Honors Society January 2013 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Global Consulting Program May 2014 - June 2014
Integrated Business Cluster January 2014 - May 2014
Real Living CCR 2011 - 2014
Education
Ohio University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.78
Sally Zhang Sally Zhang's J.P. Morgan Asset Management Experience February 2014 - April 2014
Job Fixed Income Intern at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - April 2014
Simon Fraser University August 2012 - August 2013
Simon Fraser University 2012 - July 2012
Simon Fraser University 2012 - July 2012
MDA Training May 2012 - May 2012
Canada Revenue Agency January 2012 - April 2012
Beedie School of Business at SFU January 2012 - April 2012
Simon Fraser University 2012 - March 2012
Bank of China April 2011 - May 2011
Simon Fraser University 2010 - August 2010
Skills
DCF Valuation, Financial Modeling, Bloomberg, Online Research, Microsoft Office, PowerPoint, Data Analysis, Thompson One, Capital IQ
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master of Finance
Simon Fraser University 2009 — 2013
Bachelor of Business Administration Honours (First Class Honours), Finance and Accounting
J.P. Morgan Asset Management February 2014 - April 2014
Simon Fraser University August 2012 - August 2013
Simon Fraser University 2012 - July 2012
Simon Fraser University 2012 - July 2012
MDA Training May 2012 - May 2012
Canada Revenue Agency January 2012 - April 2012
Beedie School of Business at SFU January 2012 - April 2012
Simon Fraser University 2012 - March 2012
Bank of China April 2011 - May 2011
Simon Fraser University 2010 - August 2010
Skills
DCF Valuation, Financial Modeling, Bloomberg, Online Research, Microsoft Office, PowerPoint, Data Analysis, Thompson One, Capital IQ
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master of Finance
Simon Fraser University 2009 — 2013
Bachelor of Business Administration Honours (First Class Honours), Finance and Accounting
Justin Delgado Justin Delgado's J.P. Morgan Asset Management Experience January 2013 - June 2014
Job Vice President at Citi
Industry Financial Services
Experience
Citi September 2015 - Present
GE Capital Energy Financial Services June 2014 - September 2015
J.P. Morgan Asset Management January 2013 - June 2014
UBS Investment Bank March 2007 - November 2012
GAP, Inc. June 2006 - August 2006
Schick-Wilkinson Sword January 2005 - August 2005
Skills
Risk Management, Operational Risk..., Risk Assessment, Equities, Business Intelligence, Project Management, Financial Services, Change Management, Six Sigma, Operational Excellence, Scenario Analysis, Key Risk Indicators, SOX 404, Offshore Outsourcing, Anti Money Laundering, RCSA, UAT coordination, Basel II, Advanced Measurement...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute
B.S.
Citi September 2015 - Present
GE Capital Energy Financial Services June 2014 - September 2015
J.P. Morgan Asset Management January 2013 - June 2014
UBS Investment Bank March 2007 - November 2012
GAP, Inc. June 2006 - August 2006
Schick-Wilkinson Sword January 2005 - August 2005
Skills
Risk Management, Operational Risk..., Risk Assessment, Equities, Business Intelligence, Project Management, Financial Services, Change Management, Six Sigma, Operational Excellence, Scenario Analysis, Key Risk Indicators, SOX 404, Offshore Outsourcing, Anti Money Laundering, RCSA, UAT coordination, Basel II, Advanced Measurement...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute
B.S.
Alejandro Barba Alejandro Barba's J.P. Morgan Asset Management Experience November 2009 - August 2014
Job Secondary Market QC Analyst at Carrington Holding Company, LLC
Industry Financial Services
Experience
Carrington Holding Company, LLC September 2014 - Present
J.P. Morgan Asset Management November 2009 - August 2014
LA Fitness January 2007 - September 2009
AFS Advanced Field Services January 2005 - 2007
Skills
Loans, Quality Assurance, Auditing, Internal Audit, Call Centers, Mortgage Servicing, Data Entry, Access, Outlook, 10 Key, Mortgage Underwriting, Customer Satisfaction, Credit Cards, Mortgage Banking, User Acceptance Testing, Telephone Skills, Software Documentation, Investigation, Training, Microsoft Excel, Microsoft Word, PowerPoint
Education
Santa Ana College 2000 — 2002
Business, Business Administration and Management, General
Carrington Holding Company, LLC September 2014 - Present
J.P. Morgan Asset Management November 2009 - August 2014
LA Fitness January 2007 - September 2009
AFS Advanced Field Services January 2005 - 2007
Skills
Loans, Quality Assurance, Auditing, Internal Audit, Call Centers, Mortgage Servicing, Data Entry, Access, Outlook, 10 Key, Mortgage Underwriting, Customer Satisfaction, Credit Cards, Mortgage Banking, User Acceptance Testing, Telephone Skills, Software Documentation, Investigation, Training, Microsoft Excel, Microsoft Word, PowerPoint
Education
Santa Ana College 2000 — 2002
Business, Business Administration and Management, General
Bryan S. Taylor Bryan S. Taylor's J.P. Morgan Asset Management Experience August 2013 - Present
Job Associate Internal Client Advisor, J.P. Morgan Funds
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2013 - Present
JPMorgan Chase May 2012 - August 2013
J.P. Morgan June 2011 - April 2012
City of Columbus August 2008 - March 2012
Nationwide Insurance February 2008 - October 2010
Nationwide Insurance February 2008 - January 2009
Nationwide June 2006 - February 2008
JPMorgan Chase February 2003 - July 2006
Education
Ohio Dominican University 2009 — 2011
MBA, Finance
The Ohio State University 2008 — 2008
Bachelor of Science in Agriculture, Sen. Ray Miller Institute for Change and Leadership, 3 Continuing Education Units
The Ohio State University 1997 — 2002
Bachelors of Science in Agriculture, Specializing in Agricultural Business and Applied Economics
J.P. Morgan Asset Management August 2013 - Present
JPMorgan Chase May 2012 - August 2013
J.P. Morgan June 2011 - April 2012
City of Columbus August 2008 - March 2012
Nationwide Insurance February 2008 - October 2010
Nationwide Insurance February 2008 - January 2009
Nationwide June 2006 - February 2008
JPMorgan Chase February 2003 - July 2006
Education
Ohio Dominican University 2009 — 2011
MBA, Finance
The Ohio State University 2008 — 2008
Bachelor of Science in Agriculture, Sen. Ray Miller Institute for Change and Leadership, 3 Continuing Education Units
The Ohio State University 1997 — 2002
Bachelors of Science in Agriculture, Specializing in Agricultural Business and Applied Economics
Jared Johnson'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
J.P. Morgan Asset Management June 2012 - July 2015
J.P. Morgan Asset Management June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Presentations, Business Strategy, Competitive Analysis, Financial Modeling
Education
Purdue University 2008 — 2012
Bachelor’s Degree, Management, Finance Concentration
School of Visual Arts
Continuing Education, Interior Design
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2012 - July 2015
J.P. Morgan Asset Management June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Presentations, Business Strategy, Competitive Analysis, Financial Modeling
Education
Purdue University 2008 — 2012
Bachelor’s Degree, Management, Finance Concentration
School of Visual Arts
Continuing Education, Interior Design
Michael Elizondo Michael Elizondo's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
Titan Services February 2013 - August 2013
The LIVESTRONG Foundation August 2011 - December 2011
Skills
Business Development, Public Relations, Microsoft Office, Logistics, Account Management, Microsoft Excel, Leadership, Marketing, Marketing Strategy, Sales
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science in Finance, Energy Concentration
The University of Texas at Austin 2009 — 2012
Bachelor of Science in Public Relations
J.P. Morgan Asset Management July 2014 - Present
Titan Services February 2013 - August 2013
The LIVESTRONG Foundation August 2011 - December 2011
Skills
Business Development, Public Relations, Microsoft Office, Logistics, Account Management, Microsoft Excel, Leadership, Marketing, Marketing Strategy, Sales
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science in Finance, Energy Concentration
The University of Texas at Austin 2009 — 2012
Bachelor of Science in Public Relations
Jessica Corrigan Jessica Corrigan's J.P. Morgan Asset Management Experience December 2013 - Present
Job Product Development Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2013 - Present
JPMorgan Chase July 2013 - December 2013
JPMorgan Chase June 2011 - July 2013
JPMorgan Chase June 2010 - August 2010
U.S. Immigration and Customs Enforcement (ICE) May 2008 - August 2008
Skills
Microsoft Office, Finance, Accounting, Private Equity, Microsoft Excel, Project Planning, Visio, Data Analysis, PowerPoint, Training, Financial Risk, Asset Management, Strategy
Education
NYU Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Arts (B.A.), Economics & Business
Northfield Mount Hermon School 2004 — 2007
High School
J.P. Morgan Asset Management December 2013 - Present
JPMorgan Chase July 2013 - December 2013
JPMorgan Chase June 2011 - July 2013
JPMorgan Chase June 2010 - August 2010
U.S. Immigration and Customs Enforcement (ICE) May 2008 - August 2008
Skills
Microsoft Office, Finance, Accounting, Private Equity, Microsoft Excel, Project Planning, Visio, Data Analysis, PowerPoint, Training, Financial Risk, Asset Management, Strategy
Education
NYU Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Arts (B.A.), Economics & Business
Northfield Mount Hermon School 2004 — 2007
High School
Rene Madden Rene Madden's J.P. Morgan Asset Management Experience March 2015 - Present
Job Executive Director Head of Client Account Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
Crystal Zayas's J.P. Morgan Asset Management Experience Student VolunteerUnited States Secret ServiceSeptember 2014 - December 2014
Job AML/KYC ONBoarding Officer, Associate
Industry
Experience
J.P. Morgan Asset Management Student VolunteerUnited States Secret ServiceSeptember 2014 - December 2014
Naval Air Station Oceana Regional Air Supply Office October 2009 - August 2011
USS Carl Vinson CVN70 July 2007 - October 2009
USS Dwight D. Eisenhower November 2006 - July 2007
Naval Station Legal MIDATLANTIC Norfolk Tax Center October 2005 - November 2006
USS Dwight D. Eisenhower CVN69 December 2003 - October 2005
Skills
Leadership, Teamwork, Energetic self-starter, Secret clearance, Strategic Planning, Public Speaking, Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Windows, Oracle iProcurement, Management
Education
Saint John's University 2013 — 2014
Bachelor's Degree, Homeland Security
Queensborough Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
J.P. Morgan Asset Management Student VolunteerUnited States Secret ServiceSeptember 2014 - December 2014
Naval Air Station Oceana Regional Air Supply Office October 2009 - August 2011
USS Carl Vinson CVN70 July 2007 - October 2009
USS Dwight D. Eisenhower November 2006 - July 2007
Naval Station Legal MIDATLANTIC Norfolk Tax Center October 2005 - November 2006
USS Dwight D. Eisenhower CVN69 December 2003 - October 2005
Skills
Leadership, Teamwork, Energetic self-starter, Secret clearance, Strategic Planning, Public Speaking, Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Windows, Oracle iProcurement, Management
Education
Saint John's University 2013 — 2014
Bachelor's Degree, Homeland Security
Queensborough Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Kaysha Yates's J.P. Morgan Asset Management Experience August 2014 - Present
Job Associate Banker at JPMorgan Private Bank
Industry Investment Banking
Experience
J.P. Morgan Asset Management August 2014 - Present
Cloud Capital February 2014 - July 2014
Arvest Bank April 2012 - January 2014
Arvest Bank March 2008 - April 2012
Stillwater National Bank May 2004 - March 2008
Skills
Banking, Commercial Banking, Small Business Lending, Credit, Loans, Leadership, Team Leadership, Customer Service, Building Long-term..., Client Development, Sales, Compliance, Market Analysis, Networking, Organization, Strategic Planning, Research, Cross Selling, Relationship Management, Loan Origination, Wealth Management, Consumer Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Retail Banking, Lines Of Credit, Commercial Lending, Finance, Private Banking, Credit Risk, Deposits, Customer Satisfaction, Coaching, Business Development, Insurance, Underwriting, Treasury Management, Investments, Cash Management, Financial Services, Commercial Mortgages, Construction Loans, Strategic Financial..., Refinance, Asset Management, Financial Analysis, Mutual Funds, Retirement Planning, Residential Mortgages
Education
Leadership Tulsa Class 50 2013 — 2014
Oklahoma State University 2000 — 2004
Bachelor of Arts (B.A.), American Studies
J.P. Morgan Asset Management August 2014 - Present
Cloud Capital February 2014 - July 2014
Arvest Bank April 2012 - January 2014
Arvest Bank March 2008 - April 2012
Stillwater National Bank May 2004 - March 2008
Skills
Banking, Commercial Banking, Small Business Lending, Credit, Loans, Leadership, Team Leadership, Customer Service, Building Long-term..., Client Development, Sales, Compliance, Market Analysis, Networking, Organization, Strategic Planning, Research, Cross Selling, Relationship Management, Loan Origination, Wealth Management, Consumer Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Retail Banking, Lines Of Credit, Commercial Lending, Finance, Private Banking, Credit Risk, Deposits, Customer Satisfaction, Coaching, Business Development, Insurance, Underwriting, Treasury Management, Investments, Cash Management, Financial Services, Commercial Mortgages, Construction Loans, Strategic Financial..., Refinance, Asset Management, Financial Analysis, Mutual Funds, Retirement Planning, Residential Mortgages
Education
Leadership Tulsa Class 50 2013 — 2014
Oklahoma State University 2000 — 2004
Bachelor of Arts (B.A.), American Studies
Ali (Bauer) Crouch Ali (Bauer) Crouch's J.P. Morgan Asset Management Experience February 2008 - February 2013
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Commercial Bank February 2013 - Present
J.P. Morgan Asset Management February 2008 - February 2013
J.P. Morgan Investment Bank June 2002 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Strategic Planning
Education
Princeton University 1998 — 2002
Bachelor of Arts (AB), Politics
Calabasas High School 1994 — 1998
J.P. Morgan Commercial Bank February 2013 - Present
J.P. Morgan Asset Management February 2008 - February 2013
J.P. Morgan Investment Bank June 2002 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Strategic Planning
Education
Princeton University 1998 — 2002
Bachelor of Arts (AB), Politics
Calabasas High School 1994 — 1998
Christopher Tamm Christopher Tamm's J.P. Morgan Asset Management Experience July 2013 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management June 2010 - June 2013
Skills
Series 7, Hedge Funds, Series 63, Equities, Private Equity, Real Estate, Fixed Income
Education
St. Lawrence University 2006 — 2010
Economics, Art History
Loomis Chaffee 2002 — 2006
High School
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management June 2010 - June 2013
Skills
Series 7, Hedge Funds, Series 63, Equities, Private Equity, Real Estate, Fixed Income
Education
St. Lawrence University 2006 — 2010
Economics, Art History
Loomis Chaffee 2002 — 2006
High School
Branden Crouch's J.P. Morgan Asset Management Experience July 2014 - Present
Job Investment Management Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - September 2013
Sony July 2012 - April 2013
Milliken & Company July 2012 - September 2012
Marketplace Staffing June 2011 - September 2011
ASSU Frosh Council September 2010 - June 2011
Skills
Leadership, Entrepreneurship, Market Research, Social Media, Public Speaking, Marketing, Research, Management, PowerPoint, Business Strategy, Sales, Budgets, Advertising, Competitive Analysis, Strategy, Business Intelligence
Education
Stanford University 2010 — 2014
Bachelor's Degree, Psychology
Southside High School/Center of International Studies (IB) 2006 — 2010
IB Diploma
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - September 2013
Sony July 2012 - April 2013
Milliken & Company July 2012 - September 2012
Marketplace Staffing June 2011 - September 2011
ASSU Frosh Council September 2010 - June 2011
Skills
Leadership, Entrepreneurship, Market Research, Social Media, Public Speaking, Marketing, Research, Management, PowerPoint, Business Strategy, Sales, Budgets, Advertising, Competitive Analysis, Strategy, Business Intelligence
Education
Stanford University 2010 — 2014
Bachelor's Degree, Psychology
Southside High School/Center of International Studies (IB) 2006 — 2010
IB Diploma
Bryan Tao Bi's J.P. Morgan Asset Management Experience July 2013 - Present
Job Investment Management Analyst at JPMAM
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Citi June 2012 - August 2012
UBS August 2011 - September 2011
Skills
Portfolio Management, Financial Modeling, Data Analysis, Economics, Investment Banking, Bloomberg, Behavioral Finance, Statistics
Education
Northwestern University 2009 — 2013
BA, Mathematics, Economics
Culver Academy 2007 — 2009
High School
Beijing High School No 4 2005 — 2007
High School
J.P. Morgan Asset Management July 2013 - Present
Citi June 2012 - August 2012
UBS August 2011 - September 2011
Skills
Portfolio Management, Financial Modeling, Data Analysis, Economics, Investment Banking, Bloomberg, Behavioral Finance, Statistics
Education
Northwestern University 2009 — 2013
BA, Mathematics, Economics
Culver Academy 2007 — 2009
High School
Beijing High School No 4 2005 — 2007
High School
Thomas Kilbane Thomas Kilbane's J.P. Morgan Asset Management Experience July 2015 - Present
Job Operations Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Skills
Teamwork, Time Management, PowerPoint, Microsoft Excel, Financial Analysis, Leadership, Accounting, Bloomberg Terminal, Financial Accounting, Fixed Income Analysis, Microsoft Word, Photoshop, Microsoft Office, Team Leadership, Matlab, Customer Service, Public Speaking, Social Media, Research
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior
St. Edward High School 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Skills
Teamwork, Time Management, PowerPoint, Microsoft Excel, Financial Analysis, Leadership, Accounting, Bloomberg Terminal, Financial Accounting, Fixed Income Analysis, Microsoft Word, Photoshop, Microsoft Office, Team Leadership, Matlab, Customer Service, Public Speaking, Social Media, Research
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior
St. Edward High School 2007 — 2011
Brandon Fair Brandon Fair's J.P. Morgan Asset Management Experience April 2014 - Present
Job Client Services at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2014 - Present
Full Sail University January 2014 - March 2014
Tijuana Flats Burrito Co. 2007 - January 2014
Skills
Political Science, Business, Asset Management, Global Economics, International Business..., Corporate Law, International Law, Criminal Law, Foreign Relations, Management, Restaurants, Client Services, Time Management, Public Speaking, Customer Service, Social Media, Relationship Management, Inventory Management, Restaurant Management, Microsoft Office
Education
University of Central Florida 2010 — 2013
Bachelor of Arts (B.A.), Political Science
Seminole State College of Florida 2008 — 2010
Associate of Arts (AA), History
J.P. Morgan Asset Management April 2014 - Present
Full Sail University January 2014 - March 2014
Tijuana Flats Burrito Co. 2007 - January 2014
Skills
Political Science, Business, Asset Management, Global Economics, International Business..., Corporate Law, International Law, Criminal Law, Foreign Relations, Management, Restaurants, Client Services, Time Management, Public Speaking, Customer Service, Social Media, Relationship Management, Inventory Management, Restaurant Management, Microsoft Office
Education
University of Central Florida 2010 — 2013
Bachelor of Arts (B.A.), Political Science
Seminole State College of Florida 2008 — 2010
Associate of Arts (AA), History
Joseph Gill Joseph Gill's J.P. Morgan Asset Management Experience January 1993 - March 2003
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
Anne Greenwood, CFA Anne Greenwood, CFA's J.P. Morgan Asset Management Experience June 2015 - Present
Job Associate, J.P. Morgan Asset Management Global Credit
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan April 2013 - July 2015
J.P. Morgan September 2010 - April 2013
Klingenstein, Fields & Co., LLC January 2010 - March 2010
Skills
Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Series 63, Equities, Financial Modeling, Bloomberg, Capital Markets, Valuation, Series 7, Investments
Education
Princeton University 2005 — 2009
A.B.
The Hotchkiss School 2002 — 2005
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan April 2013 - July 2015
J.P. Morgan September 2010 - April 2013
Klingenstein, Fields & Co., LLC January 2010 - March 2010
Skills
Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Series 63, Equities, Financial Modeling, Bloomberg, Capital Markets, Valuation, Series 7, Investments
Education
Princeton University 2005 — 2009
A.B.
The Hotchkiss School 2002 — 2005
Chris Carter Chris Carter's J.P. Morgan Asset Management Experience May 2015 - Present
Job Equity Analyst
Industry Research
Experience
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse January 2014 - May 2015
Credit Suisse May 2010 - January 2014
Citi May 2008 - April 2010
Columbus Investment Advisory June 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Equity Valuation, Capital Markets, Hedge Funds, Portfolio Management, Financial Analysis, Corporate Finance, Value Investing, Fixed Income, Series 7, Investments, Fundamental Analysis, Private Equity, Asset Managment, Asset Allocation, Finance, Series 63, Investment Advisory
Education
Ohio University 2002 — 2006
BBA, Finance
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse January 2014 - May 2015
Credit Suisse May 2010 - January 2014
Citi May 2008 - April 2010
Columbus Investment Advisory June 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Equity Valuation, Capital Markets, Hedge Funds, Portfolio Management, Financial Analysis, Corporate Finance, Value Investing, Fixed Income, Series 7, Investments, Fundamental Analysis, Private Equity, Asset Managment, Asset Allocation, Finance, Series 63, Investment Advisory
Education
Ohio University 2002 — 2006
BBA, Finance
Cody Faerber's J.P. Morgan Asset Management Experience July 2014 - Present
Job Investment Management Analyst
Industry Investment Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
Ohio University Fixed Income Management Group February 2012 - February 2014
College of Business - Student Advisory Council September 2012 - May 2013
Skills
Financial Analysis, PowerPoint, Teamwork, Research, Microsoft Excel, Microsoft Office, Financial Modeling, Microsoft Word, Bloomberg Terminal, Accounting
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Busincess Economics
J.P. Morgan Asset Management July 2014 - Present
Ohio University Fixed Income Management Group February 2012 - February 2014
College of Business - Student Advisory Council September 2012 - May 2013
Skills
Financial Analysis, PowerPoint, Teamwork, Research, Microsoft Excel, Microsoft Office, Financial Modeling, Microsoft Word, Bloomberg Terminal, Accounting
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Busincess Economics
Erika (Earle) Mori Erika (Earle) Mori's J.P. Morgan Asset Management Experience April 2011 - August 2012
Job Senior Project Engineer at Swinerton Builders Hawaii
Industry Construction
Experience
Swinerton Builders October 2014 - Present
Shawmut Design and Construction January 2014 - September 2014
Shawmut Design and Construction January 2013 - December 2013
J.P. Morgan Asset Management April 2011 - August 2012
Goldman Sachs June 2006 - July 2010
Skills
MS Project
Education
University of Pennsylvania 2002 — 2006
BA
Sophia University 2005 — 2005
Japan, Study Abroad
Stockholm University 2004 — 2004
Sweden, Study Abroad
Punahou School
Swinerton Builders October 2014 - Present
Shawmut Design and Construction January 2014 - September 2014
Shawmut Design and Construction January 2013 - December 2013
J.P. Morgan Asset Management April 2011 - August 2012
Goldman Sachs June 2006 - July 2010
Skills
MS Project
Education
University of Pennsylvania 2002 — 2006
BA
Sophia University 2005 — 2005
Japan, Study Abroad
Stockholm University 2004 — 2004
Sweden, Study Abroad
Punahou School
Sophia Joseph Sophia Joseph's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
Seton Hall University Athletics August 2013 - Present
Seton Hall University PirateThon September 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Google August 2014 - August 2014
Wakefern Food Corp. May 2014 - August 2014
LadyDrinks May 2013 - November 2013
MD On-Line May 2013 - August 2013
Seton Hall University Work Study Program September 2012 - January 2013
EXPRESS September 2012 - December 2012
Skills
Leadership, PowerPoint, Microsoft Word, Social Media, Public Speaking, Fundraising, Microsoft Excel, Time Management, Management, Research, Leadership Development, Facebook, Social Networking, Event Planning, Social Media Marketing, R
Education
Seton Hall University 2012 — 2016
Bachelor's Degree, Marketing and Information Technology
Timothy Christian School 2008 — 2012
High School
Seton Hall University Athletics August 2013 - Present
Seton Hall University PirateThon September 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Google August 2014 - August 2014
Wakefern Food Corp. May 2014 - August 2014
LadyDrinks May 2013 - November 2013
MD On-Line May 2013 - August 2013
Seton Hall University Work Study Program September 2012 - January 2013
EXPRESS September 2012 - December 2012
Skills
Leadership, PowerPoint, Microsoft Word, Social Media, Public Speaking, Fundraising, Microsoft Excel, Time Management, Management, Research, Leadership Development, Facebook, Social Networking, Event Planning, Social Media Marketing, R
Education
Seton Hall University 2012 — 2016
Bachelor's Degree, Marketing and Information Technology
Timothy Christian School 2008 — 2012
High School
Francis Perez's J.P. Morgan Asset Management Experience June 2012 - August 2012
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
Neha M. Govil's J.P. Morgan Asset Management Experience July 2012 - September 2014
Job focused on building up and growing creatively
Industry Financial Services
Experience
Blockchain University July 2015 - Present
The Goddard School October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management July 2010 - July 2012
Stevens Enterprise Development & Licensing September 2009 - December 2009
JP Morgan Chase June 2009 - August 2009
Kaufman Bros. October 2008 - April 2009
Barclays Capital June 2008 - August 2008
Skills
Business Analysis, Business Strategy, Business Development, Data Analysis, Project Management, Management, Excel, Microsoft Excel, PowerPoint, Mobile Technology, Data Management, Business Management, Microsoft Office, Investments, Technology Development, Blogging, Social Media Outreach, Analysis, Financial Services, Strategy
Education
Stevens Institute of Technology 2005 — 2010
B.S., Business & Technology, Finance
Stevens Institute of Technology 2005 — 2010
M.S., Global Innovation Management
Blockchain University July 2015 - Present
The Goddard School October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management July 2010 - July 2012
Stevens Enterprise Development & Licensing September 2009 - December 2009
JP Morgan Chase June 2009 - August 2009
Kaufman Bros. October 2008 - April 2009
Barclays Capital June 2008 - August 2008
Skills
Business Analysis, Business Strategy, Business Development, Data Analysis, Project Management, Management, Excel, Microsoft Excel, PowerPoint, Mobile Technology, Data Management, Business Management, Microsoft Office, Investments, Technology Development, Blogging, Social Media Outreach, Analysis, Financial Services, Strategy
Education
Stevens Institute of Technology 2005 — 2010
B.S., Business & Technology, Finance
Stevens Institute of Technology 2005 — 2010
M.S., Global Innovation Management
Jack Cohen Jack Cohen's J.P. Morgan Asset Management Experience March 2011 - July 2015
Job Regulatory Counsel & Senior Compliance Officer OchZiff Capital Management
Industry Law Practice
Experience
Och-Ziff Capital Management August 2015 - Present
J.P. Morgan Asset Management March 2011 - July 2015
Willkie Farr & Gallagher LLP February 2006 - March 2011
Shearman & Sterling LLP October 2005 - February 2006
Skills
Asset Management, Hedge Funds, Private Equity, Securities, Securities Regulation, Due Diligence, Corporate Governance, Mutual Funds, Investment Management, 1940 Act, Investment Advisers Act, Investment Company Act, Legal Compliance, Volcker Rule, Investment Advisor..., Fund Of Funds, Disclosure, alternative funds, Dodd-Frank
Education
Seton Hall University School of Law 2002 — 2005
The George Washington University 1995 — 1999
BA, Journalism
Och-Ziff Capital Management August 2015 - Present
J.P. Morgan Asset Management March 2011 - July 2015
Willkie Farr & Gallagher LLP February 2006 - March 2011
Shearman & Sterling LLP October 2005 - February 2006
Skills
Asset Management, Hedge Funds, Private Equity, Securities, Securities Regulation, Due Diligence, Corporate Governance, Mutual Funds, Investment Management, 1940 Act, Investment Advisers Act, Investment Company Act, Legal Compliance, Volcker Rule, Investment Advisor..., Fund Of Funds, Disclosure, alternative funds, Dodd-Frank
Education
Seton Hall University School of Law 2002 — 2005
The George Washington University 1995 — 1999
BA, Journalism
Samisha Bansal Samisha Bansal's J.P. Morgan Asset Management Experience June 2013 - September 2013
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - August 2014
J.P. Morgan Asset Management June 2013 - September 2013
Credit Suisse August 2012 - August 2012
McCormick Hospital June 2012 - July 2012
Biosphere Capital July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Stata
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School of Public & International Affairs
Rye Country Day School 2004 — 2011
J.P. Morgan May 2014 - August 2014
J.P. Morgan Asset Management June 2013 - September 2013
Credit Suisse August 2012 - August 2012
McCormick Hospital June 2012 - July 2012
Biosphere Capital July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Stata
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School of Public & International Affairs
Rye Country Day School 2004 — 2011
Glenn Smith Glenn Smith's J.P. Morgan Asset Management Experience January 2014 - July 2015
Job National Sales Manager at Baron Capital Group, Inc.
Industry Investment Management
Experience
Baron Capital Group, Inc. July 2015 - Present
J.P. Morgan Asset Management January 2014 - July 2015
Van Eck Global November 2010 - December 2013
Van Eck Global August 2007 - November 2010
Van Eck Global April 2005 - August 2007
Dreyfus Investments October 2003 - April 2005
Skills
ETFs, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Asset Managment, Equities, Investment Strategies, Fixed Income, Investments, Series 24, Wealth Management
Education
State University of New York - System
Bachelor, Finance
Baron Capital Group, Inc. July 2015 - Present
J.P. Morgan Asset Management January 2014 - July 2015
Van Eck Global November 2010 - December 2013
Van Eck Global August 2007 - November 2010
Van Eck Global April 2005 - August 2007
Dreyfus Investments October 2003 - April 2005
Skills
ETFs, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Asset Managment, Equities, Investment Strategies, Fixed Income, Investments, Series 24, Wealth Management
Education
State University of New York - System
Bachelor, Finance
Ryan Kavanaugh Ryan Kavanaugh's J.P. Morgan Asset Management Experience June 2015 - Present
Job Real Estate Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
Delaware Investments June 2014 - August 2014
Legg Mason June 2013 - December 2013
Johnson & Johnson July 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Bloomberg, Factset, Morningstar Direct, Financial Analysis, Leadership, Time Management
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (BS), Finance, General
J.P. Morgan Asset Management June 2015 - Present
Delaware Investments June 2014 - August 2014
Legg Mason June 2013 - December 2013
Johnson & Johnson July 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Bloomberg, Factset, Morningstar Direct, Financial Analysis, Leadership, Time Management
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (BS), Finance, General
Brian Shea Brian Shea's J.P. Morgan Asset Management Experience September 2014 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2014 - Present
SunAmerica Asset Management November 2011 - September 2014
SunAmerica Asset Management Co August 2007 - October 2011
W.I.L.D. Enterprises August 2006 - April 2007
Skills
Series 63, Finance, Asset Allocation, Investments, Series 6, Securities, Sales, Alternative Investments, Equities, Retirement, Retirement Planning, 401k, Series 7, Asset Management, Mutual Funds, Asset Managment
Education
Springfield College 2002 — 2006
Bachelor of Science, Sport Management; Marketing
J.P. Morgan Asset Management September 2014 - Present
SunAmerica Asset Management November 2011 - September 2014
SunAmerica Asset Management Co August 2007 - October 2011
W.I.L.D. Enterprises August 2006 - April 2007
Skills
Series 63, Finance, Asset Allocation, Investments, Series 6, Securities, Sales, Alternative Investments, Equities, Retirement, Retirement Planning, 401k, Series 7, Asset Management, Mutual Funds, Asset Managment
Education
Springfield College 2002 — 2006
Bachelor of Science, Sport Management; Marketing
Gregory Wilder's J.P. Morgan Asset Management Experience September 2011 - November 2013
Job Tax Partner Private Wealth with Expertise in Accounting | Law | UltraHigh Net Worth Clients | Open to New Opportunities
Industry Accounting
Experience
Stellar Wealth Management, LLC/Stellar Private Wealth Solutions, LLC March 2011 - Present
BDO USA, LLP May 2014 - March 2015
J.P. Morgan Asset Management September 2011 - November 2013
GrantThornton LLP September 2006 - March 2011
Grant Thornton LLP June 2002 - September 2006
Arthur Andersen LLP June 1983 - June 2002
Skills
Tax, High Net Worth..., Investments, Wealth Management..., Income Tax, Accounting, Retirement Planning, CPA, Tax Accounting, Due Diligence, Partnership Taxation, Succession Planning, Corporate Tax, International Tax, Mergers, Divestitures, S Corporations, Investment Advisory..., Life Insurance, SEC filings, Office Management, Tax Law, Wealth Management, Wealth Accumulation, Wealth Preservation, Multi-generational..., Intergenerational..., Wealth Transfer, Family Office, Family Business, Private Clients, Multi-family Investments, Tax Returns, Tax Advisory, Estate Planning, Estate Administration, Wealth Preservation..., Investment Advisory, Investment Strategies, Investment Management, Foreign Investment, Private Banking, Private Placements, Team Leadership, Thought Leadership, Technical Leadership, Cross-functional Team..., Organizational..., Corporate Law, Family Law
Education
University of Florida - Fredric G. Levin College of Law 1982 — 1983
L.L.M., Taxation
Stetson University College of Law 1979 — 1982
J.D., Law
Stetson University 1977 — 1979
B.B.A., Accounting
Stellar Wealth Management, LLC/Stellar Private Wealth Solutions, LLC March 2011 - Present
BDO USA, LLP May 2014 - March 2015
J.P. Morgan Asset Management September 2011 - November 2013
GrantThornton LLP September 2006 - March 2011
Grant Thornton LLP June 2002 - September 2006
Arthur Andersen LLP June 1983 - June 2002
Skills
Tax, High Net Worth..., Investments, Wealth Management..., Income Tax, Accounting, Retirement Planning, CPA, Tax Accounting, Due Diligence, Partnership Taxation, Succession Planning, Corporate Tax, International Tax, Mergers, Divestitures, S Corporations, Investment Advisory..., Life Insurance, SEC filings, Office Management, Tax Law, Wealth Management, Wealth Accumulation, Wealth Preservation, Multi-generational..., Intergenerational..., Wealth Transfer, Family Office, Family Business, Private Clients, Multi-family Investments, Tax Returns, Tax Advisory, Estate Planning, Estate Administration, Wealth Preservation..., Investment Advisory, Investment Strategies, Investment Management, Foreign Investment, Private Banking, Private Placements, Team Leadership, Thought Leadership, Technical Leadership, Cross-functional Team..., Organizational..., Corporate Law, Family Law
Education
University of Florida - Fredric G. Levin College of Law 1982 — 1983
L.L.M., Taxation
Stetson University College of Law 1979 — 1982
J.D., Law
Stetson University 1977 — 1979
B.B.A., Accounting
Amit Tilani Amit Tilani's J.P. Morgan Asset Management Experience June 2015 - Present
Job Investment Performance Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
Urban Perfumes Corp. September 2010 - Present
Investment Banking Institute February 2010 - November 2011
Pace University September 2009 - June 2010
Pace University 2006 - June 2010
UBS Financial Services Inc. September 2009 - January 2010
Alexander Grasso, Esq., CPA October 2007 - March 2008
N. Tilani Fragrances Inc September 2004 - May 2006
Skills
Finance, Financial Modeling, Valuation, Analysis, Accounting, Mergers & Acquisitions, Bloomberg, QuickBooks, Leadership, Customer Service, Payroll, Management, Microsoft Office, Microsoft Excel, Investment Banking, Financial Analysis, Project Planning, Capital Markets, Equity Research, Public Speaking, Investments, Interviews, LBO, Marketing, Financial Statements, Spanish, Budgets, Time Management, Equities, Inventory Management, Private Equity, Sales, Market Research, Economics, Microsoft Word, Corporate Finance, PowerPoint, Quicken, Corporate Tax, Financial Statement..., Fixed Income, Financial Accounting, Research, Marketing Strategy, Salesforce.com, Portfolio Management, Data Analysis, Lotus Notes
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Majors: Finance and Business Management, Minors: Law and Economics
Secaucus High School 2002 — 2006
Diploma
J.P. Morgan Asset Management June 2015 - Present
Urban Perfumes Corp. September 2010 - Present
Investment Banking Institute February 2010 - November 2011
Pace University September 2009 - June 2010
Pace University 2006 - June 2010
UBS Financial Services Inc. September 2009 - January 2010
Alexander Grasso, Esq., CPA October 2007 - March 2008
N. Tilani Fragrances Inc September 2004 - May 2006
Skills
Finance, Financial Modeling, Valuation, Analysis, Accounting, Mergers & Acquisitions, Bloomberg, QuickBooks, Leadership, Customer Service, Payroll, Management, Microsoft Office, Microsoft Excel, Investment Banking, Financial Analysis, Project Planning, Capital Markets, Equity Research, Public Speaking, Investments, Interviews, LBO, Marketing, Financial Statements, Spanish, Budgets, Time Management, Equities, Inventory Management, Private Equity, Sales, Market Research, Economics, Microsoft Word, Corporate Finance, PowerPoint, Quicken, Corporate Tax, Financial Statement..., Fixed Income, Financial Accounting, Research, Marketing Strategy, Salesforce.com, Portfolio Management, Data Analysis, Lotus Notes
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Majors: Finance and Business Management, Minors: Law and Economics
Secaucus High School 2002 — 2006
Diploma
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
Meghan Quinn Dorr Meghan Quinn Dorr's J.P. Morgan Asset Management Experience February 2015 - Present
Job Executive Director, Relationship Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2009 - February 2015
Fidelity Investments April 2007 - February 2009
Fidelity Investments August 2006 - April 2007
Fidelity Investments November 2003 - August 2006
Fidelity Investments April 2000 - November 2003
Fidelity Investments May 1998 - March 2000
Fidelity Investments June 1997 - May 1998
Skills
Strategy, 401k, CRM, Investments, Retirement, Financial Services, Retirement Planning, Sales, Series 63, Series 7, Sales Management, Defined Benefit, Selling, Account Management, Product Development
Education
Susquehanna University 1993 — 1997
BS, Business Administration
Tilton School 1990 — 1993
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2009 - February 2015
Fidelity Investments April 2007 - February 2009
Fidelity Investments August 2006 - April 2007
Fidelity Investments November 2003 - August 2006
Fidelity Investments April 2000 - November 2003
Fidelity Investments May 1998 - March 2000
Fidelity Investments June 1997 - May 1998
Skills
Strategy, 401k, CRM, Investments, Retirement, Financial Services, Retirement Planning, Sales, Series 63, Series 7, Sales Management, Defined Benefit, Selling, Account Management, Product Development
Education
Susquehanna University 1993 — 1997
BS, Business Administration
Tilton School 1990 — 1993
Kyle John Fenton Kyle John Fenton's J.P. Morgan Asset Management Experience June 2014 - January 2015
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY September 2015 - Present
Camp Winaukee June 2015 - August 2015
Otto The Orange, Mascot December 2013 - May 2015
Gap Inc./Old Navy June 2011 - April 2015
J.P. Morgan Asset Management June 2014 - January 2015
Galaxy Communications, Syracuse May 2013 - April 2014
Syracuse University August 2012 - January 2013
Curtain Call Summer Musical Program June 2010 - July 2012
Skills
Presentation Skills, PowerPoint, Visio, Summarizing Information, Oral Communication, Customer Service, Project Planning, Program Coordination, Problem Analysis, Problem Solving, Cooperation, Technical Analysis, Event Planning, Social Networking, Social Media Marketing, Social Media, Marketing Management, Project Management, Managing Finances, Working With Children, Youth Mentoring, Microsoft Office, Student Recruiting, Radio, Marketing, Drums, Singing, Facebook, Microsoft Project, Mascot
Education
Syracuse University 2011 — 2015
Bachelor’s Degree, Information Technology Project Management, GPA: 3.57
Clyde Savannah Jr/Sr High 2007 — 2011
Diploma, General Studies
EY September 2015 - Present
Camp Winaukee June 2015 - August 2015
Otto The Orange, Mascot December 2013 - May 2015
Gap Inc./Old Navy June 2011 - April 2015
J.P. Morgan Asset Management June 2014 - January 2015
Galaxy Communications, Syracuse May 2013 - April 2014
Syracuse University August 2012 - January 2013
Curtain Call Summer Musical Program June 2010 - July 2012
Skills
Presentation Skills, PowerPoint, Visio, Summarizing Information, Oral Communication, Customer Service, Project Planning, Program Coordination, Problem Analysis, Problem Solving, Cooperation, Technical Analysis, Event Planning, Social Networking, Social Media Marketing, Social Media, Marketing Management, Project Management, Managing Finances, Working With Children, Youth Mentoring, Microsoft Office, Student Recruiting, Radio, Marketing, Drums, Singing, Facebook, Microsoft Project, Mascot
Education
Syracuse University 2011 — 2015
Bachelor’s Degree, Information Technology Project Management, GPA: 3.57
Clyde Savannah Jr/Sr High 2007 — 2011
Diploma, General Studies
Jeffrey Rabinowitz's J.P. Morgan Asset Management Experience June 2013 - August 2013
Job Software Developer
Industry Computer Software
Experience
J.P. Morgan Asset Management June 2013 - August 2013
Rutgers Learning Centers at Rutgers University July 2012 - December 2012
Winlab at Rutgers University May 2012 - August 2012
Visualization Laboratory at Rutgers University May 2011 - August 2011
Skills
Python, Programming, Software Development, SQL, C, Java, Matlab, JavaScript, Economics, Android Development, Eclipse, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science, Electrical and Computer Engineering, Economics
J.P. Morgan Asset Management June 2013 - August 2013
Rutgers Learning Centers at Rutgers University July 2012 - December 2012
Winlab at Rutgers University May 2012 - August 2012
Visualization Laboratory at Rutgers University May 2011 - August 2011
Skills
Python, Programming, Software Development, SQL, C, Java, Matlab, JavaScript, Economics, Android Development, Eclipse, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science, Electrical and Computer Engineering, Economics
Nick Lombardo Nick Lombardo's J.P. Morgan Asset Management Experience January 2012 - July 2014
Job Sales Associate at J.P. Morgan Corporate & Investment Bank
Industry Financial Services
Experience
J.P. Morgan Corporate & Investment Bank January 2015 - Present
J.P. Morgan Corporate & Investment Bank July 2014 - January 2015
J.P. Morgan Asset Management January 2012 - July 2014
JPMorgan Asset Management June 2011 - August 2011
JPMorgan Asset Management June 2010 - August 2010
Everest Reality September 2009 - May 2010
Skills
Investment Management, Mutual Funds, Financial Markets, Asset Allocation, Asset Management, Seperately Managed..., Unified Managed Accounts, Commingled Funds, 3c7 Funds, Alternative Investments, Fund Of Funds, Morningstar, Project Management, Microsoft Office, Public Speaking, Real Estate, Commercial Real Estate, Separately Managed..., Fixed Income, Microsoft Excel, Financial Analysis, Equities
Education
Seton Hall University 2008 — 2011
Bachelor of Arts (B.A.)
Notre Dame High School 2004 — 2008
J.P. Morgan Corporate & Investment Bank January 2015 - Present
J.P. Morgan Corporate & Investment Bank July 2014 - January 2015
J.P. Morgan Asset Management January 2012 - July 2014
JPMorgan Asset Management June 2011 - August 2011
JPMorgan Asset Management June 2010 - August 2010
Everest Reality September 2009 - May 2010
Skills
Investment Management, Mutual Funds, Financial Markets, Asset Allocation, Asset Management, Seperately Managed..., Unified Managed Accounts, Commingled Funds, 3c7 Funds, Alternative Investments, Fund Of Funds, Morningstar, Project Management, Microsoft Office, Public Speaking, Real Estate, Commercial Real Estate, Separately Managed..., Fixed Income, Microsoft Excel, Financial Analysis, Equities
Education
Seton Hall University 2008 — 2011
Bachelor of Arts (B.A.)
Notre Dame High School 2004 — 2008
Jean Smith-Durham Jean Smith-Durham's J.P. Morgan Asset Management Experience March 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Deutsche Bank August 2012 - March 2014
Royal Bank of Scotland August 2011 - July 2012
Standard Chartered Bank February 2010 - March 2011
Bank of America Merrill Lynch October 2009 - January 2010
Crédit Agricole CIB May 1997 - April 2009
Skills
Capital Markets, Derivatives, Equities, Hedge Funds, Investments, Mutual Funds, Securities, Strategic Financial...
Education
Rutgers University-New Brunswick
Bachelor’s Degree
NYU School of Professional Studies
Paralegal Diploma
J.P. Morgan Asset Management March 2014 - Present
Deutsche Bank August 2012 - March 2014
Royal Bank of Scotland August 2011 - July 2012
Standard Chartered Bank February 2010 - March 2011
Bank of America Merrill Lynch October 2009 - January 2010
Crédit Agricole CIB May 1997 - April 2009
Skills
Capital Markets, Derivatives, Equities, Hedge Funds, Investments, Mutual Funds, Securities, Strategic Financial...
Education
Rutgers University-New Brunswick
Bachelor’s Degree
NYU School of Professional Studies
Paralegal Diploma
Lindsay Stoll Lindsay Stoll's J.P. Morgan Asset Management Experience July 2014 - Present
Job Wealth Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
Boeing June 2012 - August 2012
Skills
Wealth Management, Project Management, Process Engineering, Business Strategy, Microsoft Office, Microsoft Project, Microsoft Excel, Visio, Relationship Management, Content Management, Skilled Multi-tasker, Executive Management
Education
Stevens Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Business Technology, Business and Technology Management, Information Systems, Finance
Washington State University 2010 — 2011
Management Information Systems and Services
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
Boeing June 2012 - August 2012
Skills
Wealth Management, Project Management, Process Engineering, Business Strategy, Microsoft Office, Microsoft Project, Microsoft Excel, Visio, Relationship Management, Content Management, Skilled Multi-tasker, Executive Management
Education
Stevens Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Business Technology, Business and Technology Management, Information Systems, Finance
Washington State University 2010 — 2011
Management Information Systems and Services
Jacqueline Norwood's J.P. Morgan Asset Management Experience February 2015 - Present
Job Banking, Legal, Higher Education
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
BMO Harris Bank March 2012 - February 2015
Moraine Valley Community College January 2011 - January 2012
Weltman, Weinberg & Reis Co., LPA January 2007 - June 2009
Skills
Finance, Legal Assistance, Student Financial Aid, Anti Money Laundering, Retail Buying, Quality Assurance, Legal Documents, Customer Service, Commercial Banking
Education
Roosevelt University 2003 — 2009
Bachelor of Science (B.S.), Finance, General
Lane Technical College Prep 1999 — 2003
High School Diploma, Techical
J.P. Morgan Asset Management February 2015 - Present
BMO Harris Bank March 2012 - February 2015
Moraine Valley Community College January 2011 - January 2012
Weltman, Weinberg & Reis Co., LPA January 2007 - June 2009
Skills
Finance, Legal Assistance, Student Financial Aid, Anti Money Laundering, Retail Buying, Quality Assurance, Legal Documents, Customer Service, Commercial Banking
Education
Roosevelt University 2003 — 2009
Bachelor of Science (B.S.), Finance, General
Lane Technical College Prep 1999 — 2003
High School Diploma, Techical
Tina Robison's J.P. Morgan Asset Management Experience July 2014 - Present
Job Asset Management JPMorgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase & Co. October 2010 - July 2014
Wells Fargo June 2001 - October 2010
UBS Investment Bank May 2005 - August 2007
Education
Stephen F. Austin State University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase & Co. October 2010 - July 2014
Wells Fargo June 2001 - October 2010
UBS Investment Bank May 2005 - August 2007
Education
Stephen F. Austin State University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Anita Kakar's J.P. Morgan Asset Management Experience March 2015 - Present
Job Global Technology Project Manager
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Marsh & McLennan Companies, Inc. June 2014 - December 2014
Citigroup March 2009 - September 2013
Citigroup March 2006 - March 2009
Gemini Systems October 2005 - February 2006
Prolifics - IBM Business Partner May 2005 - October 2005
Bank of America February 2003 - January 2005
IBM 2002 - 2003
Skills
Apache, Portals, SOA, Disaster Recovery, Project Management, Integration, WebSphere Application..., SDLC, Solution Architecture, Unix, Websphere, Cloud Computing, AIX, Solaris, IBM Tivoli, IBM WebSphere Process..., IBM Web Content Manager, Service Delivery,..., IIS, DB2, ITIL, High Availability, IT Strategy, Vendor Management, Business Analysis, Oracle, Software Project..., IT Management, Enterprise Architecture
Education
Panjab University
MSc
J.P. Morgan Asset Management March 2015 - Present
Marsh & McLennan Companies, Inc. June 2014 - December 2014
Citigroup March 2009 - September 2013
Citigroup March 2006 - March 2009
Gemini Systems October 2005 - February 2006
Prolifics - IBM Business Partner May 2005 - October 2005
Bank of America February 2003 - January 2005
IBM 2002 - 2003
Skills
Apache, Portals, SOA, Disaster Recovery, Project Management, Integration, WebSphere Application..., SDLC, Solution Architecture, Unix, Websphere, Cloud Computing, AIX, Solaris, IBM Tivoli, IBM WebSphere Process..., IBM Web Content Manager, Service Delivery,..., IIS, DB2, ITIL, High Availability, IT Strategy, Vendor Management, Business Analysis, Oracle, Software Project..., IT Management, Enterprise Architecture
Education
Panjab University
MSc
Angela Doran Angela Doran's J.P. Morgan Asset Management Experience February 2015 - Present
Job Executive Administrative Assistant at J.P. Morgan Asset Management
Industry Entertainment
Experience
J.P. Morgan Asset Management February 2015 - Present
Abrams Artists Agency August 2013 - Present
J Mitchell/MKS&D Management November 2011 - July 2013
Manhattan Theatre Club April 2011 - September 2011
Skidmore College January 2010 - May 2011
Calleri Casting May 2010 - August 2010
Williamstown Theatre Festival January 2010 - January 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Editing
Education
Skidmore College 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
J.P. Morgan Asset Management February 2015 - Present
Abrams Artists Agency August 2013 - Present
J Mitchell/MKS&D Management November 2011 - July 2013
Manhattan Theatre Club April 2011 - September 2011
Skidmore College January 2010 - May 2011
Calleri Casting May 2010 - August 2010
Williamstown Theatre Festival January 2010 - January 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Editing
Education
Skidmore College 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Matthew Bebbington Matthew Bebbington's J.P. Morgan Asset Management Experience December 2014 - Present
Job Associate, Asset Management | J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
J.P. Morgan Commercial Banking March 2012 - December 2014
Prometheus Energy September 2011 - December 2011
Deloitte January 2011 - September 2011
Amazon.com June 2010 - December 2010
Kimpton Hotels & Restaurants March 2008 - June 2010
Skills
Financial Analysis, Economics, Financial Modeling, Strategy, Corporate Finance, Portfolio Management, Forecasting, Statistical Data..., Competitive Analysis, Variance Analysis, Valuation, VBA, SQL, SAP, Microsoft Excel, Data Analysis, Public Speaking, Analytics
Education
Seattle University 2008 — 2011
Bachelor of Arts, Economics, magna cum laude
J.P. Morgan Asset Management December 2014 - Present
J.P. Morgan Commercial Banking March 2012 - December 2014
Prometheus Energy September 2011 - December 2011
Deloitte January 2011 - September 2011
Amazon.com June 2010 - December 2010
Kimpton Hotels & Restaurants March 2008 - June 2010
Skills
Financial Analysis, Economics, Financial Modeling, Strategy, Corporate Finance, Portfolio Management, Forecasting, Statistical Data..., Competitive Analysis, Variance Analysis, Valuation, VBA, SQL, SAP, Microsoft Excel, Data Analysis, Public Speaking, Analytics
Education
Seattle University 2008 — 2011
Bachelor of Arts, Economics, magna cum laude
Jennifer Bowring Jennifer Bowring's J.P. Morgan Asset Management Experience November 2002 - Present
Job at
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2002 - Present
Education
Ohio University
Finance & General Business
J.P. Morgan Asset Management November 2002 - Present
Education
Ohio University
Finance & General Business
Brendan Collins Brendan Collins's J.P. Morgan Asset Management Experience July 2013 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Standard & Poor's May 2011 - August 2011
Skills
Microsoft Excel, Series 7, Series 63
Education
Providence College 2009 — 2013
Finance
Danish Institute for Study Abroad 2012 — 2012
International Business
Fordham Preparatory School 2005 — 2009
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Standard & Poor's May 2011 - August 2011
Skills
Microsoft Excel, Series 7, Series 63
Education
Providence College 2009 — 2013
Finance
Danish Institute for Study Abroad 2012 — 2012
International Business
Fordham Preparatory School 2005 — 2009
Alexander Robayo Alexander Robayo's J.P. Morgan Asset Management Experience October 2014 - Present
Job Associate Team Lead
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
UBS August 2012 - August 2013
UBS August 2010 - February 2011
Skills
Operational Due..., KYC, Cross Border, Financial Analysis, Risk Management, Banking, Corporate Finance, Hedge Funds, Fixed Income, Due Diligence, Lines Of Credit, Finance, Wealth Management, Series 7, Asset Management, Wealth Management..., Securities
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Certificate, Certified Financial Planning
Seton Hall University 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Weehawken High School
Weehawken High School
J.P. Morgan Asset Management October 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
UBS August 2012 - August 2013
UBS August 2010 - February 2011
Skills
Operational Due..., KYC, Cross Border, Financial Analysis, Risk Management, Banking, Corporate Finance, Hedge Funds, Fixed Income, Due Diligence, Lines Of Credit, Finance, Wealth Management, Series 7, Asset Management, Wealth Management..., Securities
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Certificate, Certified Financial Planning
Seton Hall University 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Weehawken High School
Weehawken High School
Anthony Bonilla's J.P. Morgan Asset Management Experience January 2015 - Present
Job Asset Management Summer Analysts at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
T-Mobile February 2012 - Present
National Securities Investment Services June 2014 - August 2014
Skills
Direct Sales, Customer Experience, Customer Retention, Wireless, Telecommunications, Cold Calling, Management, Leadership, Sales Process, Sales, Team Leadership, Time Management, Microsoft Office, Customer Service
Education
City University of New York-Baruch College 2014 — 2017
Bachelor's degree, Finance
Suffolk County Community College 2011 — 2013
Associate's degree, Business/Corporate Communications
J.P. Morgan Asset Management January 2015 - Present
T-Mobile February 2012 - Present
National Securities Investment Services June 2014 - August 2014
Skills
Direct Sales, Customer Experience, Customer Retention, Wireless, Telecommunications, Cold Calling, Management, Leadership, Sales Process, Sales, Team Leadership, Time Management, Microsoft Office, Customer Service
Education
City University of New York-Baruch College 2014 — 2017
Bachelor's degree, Finance
Suffolk County Community College 2011 — 2013
Associate's degree, Business/Corporate Communications
Christina Arroyo Christina Arroyo's J.P. Morgan Asset Management Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management June 2015 - Present
Rice University Gibbs Recreation Center September 2012 - May 2015
Northwestern Mutual May 2014 - December 2014
Rice University Resource Development October 2013 - August 2014
Seattle Opera June 2012 - August 2012
Education
Rice University 2011 — 2015
Bachelor of Arts (B.A.), Bachelor of Music (B.M.), Economics, Vocal Performance
Middlebury Language Schools 2013 — 2013
French Language Immersion Program
J.P. Morgan Asset Management June 2015 - Present
Rice University Gibbs Recreation Center September 2012 - May 2015
Northwestern Mutual May 2014 - December 2014
Rice University Resource Development October 2013 - August 2014
Seattle Opera June 2012 - August 2012
Education
Rice University 2011 — 2015
Bachelor of Arts (B.A.), Bachelor of Music (B.M.), Economics, Vocal Performance
Middlebury Language Schools 2013 — 2013
French Language Immersion Program
Holly Hou Holly Hou's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Advisory Associate at KPMG Financial Management Consulting
Industry Management Consulting
Experience
J.P. Morgan Asset Management May 2014 - August 2014
Kohl's Department Stores March 2014 - March 2014
EY July 2013 - August 2013
Penn State University August 2012 - December 2012
PwC October 2012 - October 2012
Skills
Finance, Economics, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, Public Speaking, English, Chinese, Taiwanese, Brazilian Portuguese, Adobe SiteCatalyst, VBA, FactSet, Management Consulting, Consulting
Education
Penn State University 2011 — 2015
Smeal College of Business, Finance Major and Economics Minor
J.P. Morgan Asset Management May 2014 - August 2014
Kohl's Department Stores March 2014 - March 2014
EY July 2013 - August 2013
Penn State University August 2012 - December 2012
PwC October 2012 - October 2012
Skills
Finance, Economics, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, Public Speaking, English, Chinese, Taiwanese, Brazilian Portuguese, Adobe SiteCatalyst, VBA, FactSet, Management Consulting, Consulting
Education
Penn State University 2011 — 2015
Smeal College of Business, Finance Major and Economics Minor
Heather Rispoli Rosen Heather Rispoli Rosen's J.P. Morgan Asset Management Experience February 2012 - Present
Job Vice President, Program Manager Retirement Insights at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2012 - Present
J.P. Morgan May 2011 - February 2012
AllianceBernstein September 2010 - May 2011
AllianceBernstein December 2009 - September 2010
AllianceBernstein October 2007 - December 2009
Merrill Lynch November 2004 - September 2007
Education
Susquehanna University 2000 — 2004
Bachelor of Science (B.S.), Marketing
J.P. Morgan Asset Management February 2012 - Present
J.P. Morgan May 2011 - February 2012
AllianceBernstein September 2010 - May 2011
AllianceBernstein December 2009 - September 2010
AllianceBernstein October 2007 - December 2009
Merrill Lynch November 2004 - September 2007
Education
Susquehanna University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Chris Clasen, CFA's J.P. Morgan Asset Management Experience February 2000 - November 2009
Job Portfolio Manager
Industry Financial Services
Experience
Annaly Capital Management February 2010 - January 2015
J.P. Morgan Asset Management February 2000 - November 2009
OppenheimerFunds February 1998 - January 2000
Skills
Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Asset Management, Risk Management, Trading Systems, Trading, Bloomberg, Leadership, Capital Markets, Interest Rates, Monetary Policy, Equities
Education
Rutgers Business School 1996 — 1997
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
morris hills
Annaly Capital Management February 2010 - January 2015
J.P. Morgan Asset Management February 2000 - November 2009
OppenheimerFunds February 1998 - January 2000
Skills
Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Asset Management, Risk Management, Trading Systems, Trading, Bloomberg, Leadership, Capital Markets, Interest Rates, Monetary Policy, Equities
Education
Rutgers Business School 1996 — 1997
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
morris hills
Jessica Tortora Jessica Tortora's J.P. Morgan Asset Management Experience January 2013 - Present
Job Senior Associate, Retirement Marketing Communications, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
Morgan Stanley August 2007 - January 2013
Mercer August 2005 - August 2007
Oechsle International Investments February 2005 - August 2005
Putnam Investments August 2003 - February 2005
Skills
Marketing Strategy, HTML, Adobe Acrobat, Marketing Communications, Research, Social Media, Online Marketing, Internal Communications, Digital Marketing, Integrated Marketing, Product Marketing, Marketing Management, Creative Services, Promotions, Writing, Web Content Management, Campaigns, Brand Management, Project Management, Salesforce.com, Strategic Communications, Financial Services, Newsletters, Marketing, Email Marketing, Social Media Marketing, Digital Strategy, Content Development, SEO, Online Advertising, B2B Marketing, Content Management, Mutual Funds, Digital Media, Content Strategy, B2B, Campaign Management, Retirement Planning, Multi-channel Marketing
Education
Siena College 1999 — 2003
Bachelor of Science, Marketing and Management
J.P. Morgan Asset Management January 2013 - Present
Morgan Stanley August 2007 - January 2013
Mercer August 2005 - August 2007
Oechsle International Investments February 2005 - August 2005
Putnam Investments August 2003 - February 2005
Skills
Marketing Strategy, HTML, Adobe Acrobat, Marketing Communications, Research, Social Media, Online Marketing, Internal Communications, Digital Marketing, Integrated Marketing, Product Marketing, Marketing Management, Creative Services, Promotions, Writing, Web Content Management, Campaigns, Brand Management, Project Management, Salesforce.com, Strategic Communications, Financial Services, Newsletters, Marketing, Email Marketing, Social Media Marketing, Digital Strategy, Content Development, SEO, Online Advertising, B2B Marketing, Content Management, Mutual Funds, Digital Media, Content Strategy, B2B, Campaign Management, Retirement Planning, Multi-channel Marketing
Education
Siena College 1999 — 2003
Bachelor of Science, Marketing and Management
Sally Gerges Kolta Sally Gerges Kolta's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Consultant, Oncology BU, Finance at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company August 2015 - Present
Kellogg School of Management September 2013 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
Beltone Financial November 2009 - August 2012
Beltone Financial January 2008 - October 2009
Ministry of Finance of Egypt July 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Capital Markets, Equity Research, Valuation, Investments, Emerging Markets, Equities, Bloomberg, Microsoft Excel, Financial Forecasting, Investment Banking, Asset Management, Corporate Finance, Equity Valuation, Economics, Finance
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
The American University in Cairo 2003 — 2007
Bachelor of Business Administration (Finance), 3.95
University of California, Los Angeles
Study Abroad Program, Economics
Eli Lilly and Company August 2015 - Present
Kellogg School of Management September 2013 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
Beltone Financial November 2009 - August 2012
Beltone Financial January 2008 - October 2009
Ministry of Finance of Egypt July 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Capital Markets, Equity Research, Valuation, Investments, Emerging Markets, Equities, Bloomberg, Microsoft Excel, Financial Forecasting, Investment Banking, Asset Management, Corporate Finance, Equity Valuation, Economics, Finance
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
The American University in Cairo 2003 — 2007
Bachelor of Business Administration (Finance), 3.95
University of California, Los Angeles
Study Abroad Program, Economics
Felicia OSullivan Felicia OSullivan's J.P. Morgan Asset Management Experience 1998 - 1999
Job Sr. Writer at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors 2012 - Present
AllianceBernstein 1999 - 2011
J.P. Morgan Asset Management 1998 - 1999
Capital Group 1987 - 1998
Skills
Marketing Communications, Institutional Investors, Investment Management, Fixed Income, Equities, Emerging Markets, Capital Markets, Presentations, White Papers, Web Content, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Institutional...
Education
Stanford University 1983 — 1987
Bachelors, Communication
Dimensional Fund Advisors 2012 - Present
AllianceBernstein 1999 - 2011
J.P. Morgan Asset Management 1998 - 1999
Capital Group 1987 - 1998
Skills
Marketing Communications, Institutional Investors, Investment Management, Fixed Income, Equities, Emerging Markets, Capital Markets, Presentations, White Papers, Web Content, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Institutional...
Education
Stanford University 1983 — 1987
Bachelors, Communication
Ethan White's J.P. Morgan Asset Management Experience February 2015 - Present
Job Senior Investment Management Marketing Specialist at J.P. Morgan Asset Management
Industry Marketing and Advertising
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management April 2014 - April 2015
CareWorks Family of Companies December 2013 - April 2014
VEITS Group November 2012 - November 2013
AutoZone May 2010 - March 2013
United Commercial Travelers June 2012 - August 2012
The Ohio State University September 2011 - July 2012
Skills
Email Marketing, Social Media, Social Media Marketing, Sales, Microsoft Office, Aprimo Marketing Studio, Marketing Strategy, Time Management, ACT!, Customer Satisfaction, PowerPoint, Customer Service, Blogging, Digital Media, Digital Marketing, Graphic Design, Marketing Research, Microsoft Excel, InDesign, Photoshop, Analytics, Audio Post Production, Podcasting, Data Entry, Online Lead Generation, Logic Pro, Merchandising, Cold Calling, Microsoft Word, Fast Learner, Critical Thinking, Retail, Inventory Management, Retail Sales, Phone Skills, Teamwork, Visual Merchandising, Phone Etiquette, Loss Prevention, Usability Testing, B2B Marketing, IT Sales, Corporate Branding, YouTube, QuarkXPress, Print, Marketing, Marketing Communications, Press Releases
Education
The Ohio State University 2009 — 2012
Bachelor of Arts (B.A.), New Media and Communication Technology
Ohio University 2008 — 2009
Westerville South High School 2004 — 2008
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management April 2014 - April 2015
CareWorks Family of Companies December 2013 - April 2014
VEITS Group November 2012 - November 2013
AutoZone May 2010 - March 2013
United Commercial Travelers June 2012 - August 2012
The Ohio State University September 2011 - July 2012
Skills
Email Marketing, Social Media, Social Media Marketing, Sales, Microsoft Office, Aprimo Marketing Studio, Marketing Strategy, Time Management, ACT!, Customer Satisfaction, PowerPoint, Customer Service, Blogging, Digital Media, Digital Marketing, Graphic Design, Marketing Research, Microsoft Excel, InDesign, Photoshop, Analytics, Audio Post Production, Podcasting, Data Entry, Online Lead Generation, Logic Pro, Merchandising, Cold Calling, Microsoft Word, Fast Learner, Critical Thinking, Retail, Inventory Management, Retail Sales, Phone Skills, Teamwork, Visual Merchandising, Phone Etiquette, Loss Prevention, Usability Testing, B2B Marketing, IT Sales, Corporate Branding, YouTube, QuarkXPress, Print, Marketing, Marketing Communications, Press Releases
Education
The Ohio State University 2009 — 2012
Bachelor of Arts (B.A.), New Media and Communication Technology
Ohio University 2008 — 2009
Westerville South High School 2004 — 2008
Henry Lippincott's J.P. Morgan Asset Management Experience 1900 - 1900
Job Student at Stanford Graduate School of Business
Industry Investment Management
Experience
Ziff Brothers Investments September 2012 - December 2012
VoteBox June 2012 - November 2012
J.P. Morgan Asset Management 1900 - 1900
J.P. Morgan 1900 - 1900
Skills
Investments, Financial Modeling
Education
Stanford University 2011 — 2014
Master’s Degree
Stanford University Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2002 — 2006
Bachelor’s Degree
Ziff Brothers Investments September 2012 - December 2012
VoteBox June 2012 - November 2012
J.P. Morgan Asset Management 1900 - 1900
J.P. Morgan 1900 - 1900
Skills
Investments, Financial Modeling
Education
Stanford University 2011 — 2014
Master’s Degree
Stanford University Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2002 — 2006
Bachelor’s Degree
Kirby Frank Kirby Frank's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Digital Marketing Strategist at RevLocal
Industry Marketing and Advertising
Experience
RevLocal June 2015 - Present
Ohio University August 2014 - May 2015
The Post August 2014 - February 2015
J.P. Morgan Asset Management June 2014 - August 2014
China Agricultural University May 2014 - June 2014
ERP International June 2012 - June 2013
Ohio University July 2012 - May 2013
UPS December 2011 - January 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Mac, Microsoft Word, Fashion, Organization, Interpersonal Skill, Fine Art, Visual Arts, Visual Communication, Teamwork, Time Management, Marketing, Sales, Public Relations, Leadership, Customer Service
Education
Ohio University 2010 — 2015
Bachelor's Degree, Fine Arts and Marketing
Archbishop Spalding High School 2007 — 2010
High School Diploma
RevLocal June 2015 - Present
Ohio University August 2014 - May 2015
The Post August 2014 - February 2015
J.P. Morgan Asset Management June 2014 - August 2014
China Agricultural University May 2014 - June 2014
ERP International June 2012 - June 2013
Ohio University July 2012 - May 2013
UPS December 2011 - January 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Mac, Microsoft Word, Fashion, Organization, Interpersonal Skill, Fine Art, Visual Arts, Visual Communication, Teamwork, Time Management, Marketing, Sales, Public Relations, Leadership, Customer Service
Education
Ohio University 2010 — 2015
Bachelor's Degree, Fine Arts and Marketing
Archbishop Spalding High School 2007 — 2010
High School Diploma
Ryan A. Leader, CFA, CPA's J.P. Morgan Asset Management Experience February 2006 - September 2011
Job Senior Underwriter at JPMorgan Chase Bank
Industry Real Estate
Experience
JPMorgan Chase Bank February 2015 - Present
Liberty SBF March 2014 - February 2015
Tequesta Properties, Inc. July 2013 - March 2014
PricewaterhouseCoopers LLP September 2011 - July 2013
J.P. Morgan Asset Management February 2006 - September 2011
Skills
Investments, Bloomberg, Valuation, Structured Products, Capital IQ, Banking, Investment Management, Credit, Finance, Securities, Fixed Income, ABS, Residential Mortgages, Equities, Debt, Asset Managment, Capital Markets, Alternative Investments, Loans, Due Diligence, CLO, Strategic Consulting, AML, Credit Analysis, Bloomberg Terminal, DCF, Financial Statement..., Financial Analysis, Securitization, Structured Finance, MBS, Private Equity, Investment Banking, Economics, Financial Modeling, Corporate Finance, Hedge Funds, Investment Strategies, Equity Research, Real Estate Financing, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business
Master
University at Albany - School of Business
Bachelor
State University of New York College of Agriculture and Technology at Cobleskill
Associate
JPMorgan Chase Bank February 2015 - Present
Liberty SBF March 2014 - February 2015
Tequesta Properties, Inc. July 2013 - March 2014
PricewaterhouseCoopers LLP September 2011 - July 2013
J.P. Morgan Asset Management February 2006 - September 2011
Skills
Investments, Bloomberg, Valuation, Structured Products, Capital IQ, Banking, Investment Management, Credit, Finance, Securities, Fixed Income, ABS, Residential Mortgages, Equities, Debt, Asset Managment, Capital Markets, Alternative Investments, Loans, Due Diligence, CLO, Strategic Consulting, AML, Credit Analysis, Bloomberg Terminal, DCF, Financial Statement..., Financial Analysis, Securitization, Structured Finance, MBS, Private Equity, Investment Banking, Economics, Financial Modeling, Corporate Finance, Hedge Funds, Investment Strategies, Equity Research, Real Estate Financing, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business
Master
University at Albany - School of Business
Bachelor
State University of New York College of Agriculture and Technology at Cobleskill
Associate
Zaid Dannsa's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job J.P. Morgan Asset Management | Equity Research
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Entrepreneurship Lab, Lubin School of Business, Pace University October 2014 - March 2015
United States Marine Corps Reserve April 2012 - May 2013
United States Marine Corps Forces Central Command (Forward) November 2011 - May 2013
United States Marine Corps May 2009 - May 2013
United States Marine Corps June 2012 - April 2013
United States Marine Forces Reserve April 2011 - April 2013
Continental Marines Magazine July 2010 - April 2011
American Income Life Insurance Company September 2008 - April 2009
Skills
Risk Management, High degree of..., Teamwork, Journalism, Leadership, Microsoft Excel, Price Elasticity, Financial Statements, Public Speaking, Market Research, Problem Solving, Mathematics, PowerPoint, Endurance, Martial Arts Instruction, Fitness Training, Team Management, Regression Analysis, Copy Editing, Photoshop, Digital Photography, Global Experience, InDesign, Microsoft Word, Government, Military, Management, Research, Security Clearance, Operational Planning, Microsoft Office, Team Leadership, Financial Analysis
Education
Pace University - Lubin School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Defense Information School, Ft. Meade, Maryland 2012 — 2012
Intermediate Photojournalism Course
J.P. Morgan Asset Management June 2015 - August 2015
Entrepreneurship Lab, Lubin School of Business, Pace University October 2014 - March 2015
United States Marine Corps Reserve April 2012 - May 2013
United States Marine Corps Forces Central Command (Forward) November 2011 - May 2013
United States Marine Corps May 2009 - May 2013
United States Marine Corps June 2012 - April 2013
United States Marine Forces Reserve April 2011 - April 2013
Continental Marines Magazine July 2010 - April 2011
American Income Life Insurance Company September 2008 - April 2009
Skills
Risk Management, High degree of..., Teamwork, Journalism, Leadership, Microsoft Excel, Price Elasticity, Financial Statements, Public Speaking, Market Research, Problem Solving, Mathematics, PowerPoint, Endurance, Martial Arts Instruction, Fitness Training, Team Management, Regression Analysis, Copy Editing, Photoshop, Digital Photography, Global Experience, InDesign, Microsoft Word, Government, Military, Management, Research, Security Clearance, Operational Planning, Microsoft Office, Team Leadership, Financial Analysis
Education
Pace University - Lubin School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Defense Information School, Ft. Meade, Maryland 2012 — 2012
Intermediate Photojournalism Course
Jordan Isicoff Jordan Isicoff's J.P. Morgan Asset Management Experience July 2011 - July 2011
Job Intern at Isicoff, Ragatz & Koenigsberg
Industry Marketing and Advertising
Experience
Isicoff, Ragatz & Koenigsberg July 2014 - Present
Zimmerman Advertising September 2013 - July 2014
BBDO June 2012 - September 2013
Skidmore College September 2011 - May 2012
J.P. Morgan Asset Management July 2011 - July 2011
Calder Casino & Race Course June 2010 - August 2010
Skidmore College August 2009 - January 2010
Zimmerman Advertising June 2009 - August 2009
Mellon BNY - Private Wealth Management September 2007 - January 2008
Skills
Spanish, Public Speaking, Event Planning
Education
University of Miami School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Skidmore College 2008 — 2012
Skidmore College
Bachelor of Arts, Economics and Italian Studies
Università Cattolica del Sacro Cuore
Università Commerciale 'Luigi Bocconi'
Isicoff, Ragatz & Koenigsberg July 2014 - Present
Zimmerman Advertising September 2013 - July 2014
BBDO June 2012 - September 2013
Skidmore College September 2011 - May 2012
J.P. Morgan Asset Management July 2011 - July 2011
Calder Casino & Race Course June 2010 - August 2010
Skidmore College August 2009 - January 2010
Zimmerman Advertising June 2009 - August 2009
Mellon BNY - Private Wealth Management September 2007 - January 2008
Skills
Spanish, Public Speaking, Event Planning
Education
University of Miami School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Skidmore College 2008 — 2012
Skidmore College
Bachelor of Arts, Economics and Italian Studies
Università Cattolica del Sacro Cuore
Università Commerciale 'Luigi Bocconi'
Kevin Connors's J.P. Morgan Asset Management Experience 2008 - 2008
Job Business Development at Commonwealth Computer Recycling LLC
Industry Information Technology and Services
Experience
Commonwealth Computer Recycling LLC 2015 - Present
L.E.K. Consulting 2014 - 2015
L.E.K. Consulting 2013 - 2014
L.E.K. Consulting 2012 - 2013
L.E.K. Consulting 2010 - 2012
Fulbright Commission 2009 - 2010
J.P. Morgan Asset Management 2008 - 2008
Education
Saint Joseph's University
Double major, Finance (B.S.B.A), Economics (B.A.); double minors in Philosophy and Asian Studies
University of International Business and Economics
Mandarin
Fo Guang University (佛光大學)
Mandarin
St. Joe's Prep
Commonwealth Computer Recycling LLC 2015 - Present
L.E.K. Consulting 2014 - 2015
L.E.K. Consulting 2013 - 2014
L.E.K. Consulting 2012 - 2013
L.E.K. Consulting 2010 - 2012
Fulbright Commission 2009 - 2010
J.P. Morgan Asset Management 2008 - 2008
Education
Saint Joseph's University
Double major, Finance (B.S.B.A), Economics (B.A.); double minors in Philosophy and Asian Studies
University of International Business and Economics
Mandarin
Fo Guang University (佛光大學)
Mandarin
St. Joe's Prep
Michael J. DiFlora's J.P. Morgan Asset Management Experience January 2014 - September 2015
Job Senior Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs September 2015 - Present
J.P. Morgan Asset Management January 2014 - September 2015
J.P. Morgan Asset Management May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration
Ramapo High School (NJ) 2005 — 2009
High School Diploma
Goldman Sachs September 2015 - Present
J.P. Morgan Asset Management January 2014 - September 2015
J.P. Morgan Asset Management May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration
Ramapo High School (NJ) 2005 — 2009
High School Diploma
Patrick Gordon Jr. Patrick Gordon Jr.'s J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Private Banking Analyst at J.P.Morgan
Industry Banking
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase February 2014 - June 2014
JPMorgan Chase August 2013 - January 2014
JPMorgan Chase February 2013 - July 2013
JPMorgan Chase August 2012 - January 2013
J.P. Morgan Asset Management June 2011 - August 2011
Franklin First Financial Bank December 2006 - August 2010
Skills
Banking, Management, Microsoft Excel, PowerPoint, Credit, Microsoft Office, Leadership, Customer Service, Public Speaking, Program Management, Data Analysis, Project Management, Financial Analysis, Loans, Team Leadership, Access, Microsoft Word, Research, Event Planning, Marketing, Event Management, Sales, Negotiation, Microsoft SQL Server, Bloomberg Terminal
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor's Degree, Economics, 3.4
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase February 2014 - June 2014
JPMorgan Chase August 2013 - January 2014
JPMorgan Chase February 2013 - July 2013
JPMorgan Chase August 2012 - January 2013
J.P. Morgan Asset Management June 2011 - August 2011
Franklin First Financial Bank December 2006 - August 2010
Skills
Banking, Management, Microsoft Excel, PowerPoint, Credit, Microsoft Office, Leadership, Customer Service, Public Speaking, Program Management, Data Analysis, Project Management, Financial Analysis, Loans, Team Leadership, Access, Microsoft Word, Research, Event Planning, Marketing, Event Management, Sales, Negotiation, Microsoft SQL Server, Bloomberg Terminal
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor's Degree, Economics, 3.4
Melissa (Aljoe) Baker's J.P. Morgan Asset Management Experience August 2011 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Marketing and Advertising
Experience
J.P. Morgan Asset Management August 2011 - Present
J.P. Morgan Asset Management October 2008 - August 2011
JPMorgan Chase September 2005 - October 2008
BISYS Private Equity March 2005 - September 2005
BISYS Fund Services July 2001 - March 2005
Skills
Marketing Communications, Project Management, Vendor Relationship..., Interpersonal..., Microsoft Office, Microsoft Excel, Microsoft Word, Budget Management, Brochure Production, Collateral Production, Events Coordination, Print Management, Sales Support Tools, Marketing Management, Team Leadership
Education
Otterbein University 2007 — 2009
MBA
Ohio University 1997 — 2001
Finance
J.P. Morgan Asset Management August 2011 - Present
J.P. Morgan Asset Management October 2008 - August 2011
JPMorgan Chase September 2005 - October 2008
BISYS Private Equity March 2005 - September 2005
BISYS Fund Services July 2001 - March 2005
Skills
Marketing Communications, Project Management, Vendor Relationship..., Interpersonal..., Microsoft Office, Microsoft Excel, Microsoft Word, Budget Management, Brochure Production, Collateral Production, Events Coordination, Print Management, Sales Support Tools, Marketing Management, Team Leadership
Education
Otterbein University 2007 — 2009
MBA
Ohio University 1997 — 2001
Finance
Jeffrey T. Gaffney's J.P. Morgan Asset Management Experience February 2015 - Present
Job Head of Portfolio Construction, U.S. at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management February 2012 - January 2014
J.P. Morgan Asset Management April 2010 - January 2012
J.P. Morgan Asset Management September 2008 - April 2010
Save the Children June 2007 - August 2007
Skills
Investment Strategies, Portfolio Management, Asset Management, Investments, Economics
Education
Yale University, School of Management 2006 — 2008
Master, Finance
Princeton University 1997 — 2001
School; Bachelor of Science, Operations Research & Financial Engineering
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management February 2012 - January 2014
J.P. Morgan Asset Management April 2010 - January 2012
J.P. Morgan Asset Management September 2008 - April 2010
Save the Children June 2007 - August 2007
Skills
Investment Strategies, Portfolio Management, Asset Management, Investments, Economics
Education
Yale University, School of Management 2006 — 2008
Master, Finance
Princeton University 1997 — 2001
School; Bachelor of Science, Operations Research & Financial Engineering
Kristine (Hoff) Rozan Kristine (Hoff) Rozan's J.P. Morgan Asset Management Experience 1999 - 2002
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citi Global Wealth Management, Global Consumer Bank 2014 - Present
Citi Private Bank 2006 - 2014
JPMorgan Invest 2004 - 2006
Chase Financial Services 2003 - 2004
J.P. Morgan Asset Management 1999 - 2002
J.P. Morgan Investment Management 1996 - 1999
BISYS Fund Services 1994 - 1996
Guerard Viala (CPA firm) 1991 - 1993
Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis
Education
State University of New York College at Oswego 1986 — 1990
Bachelor's degree, Accounting, French
Université Paris-Sorbonne 1988 — 1989
French Language and Literature
Citi Global Wealth Management, Global Consumer Bank 2014 - Present
Citi Private Bank 2006 - 2014
JPMorgan Invest 2004 - 2006
Chase Financial Services 2003 - 2004
J.P. Morgan Asset Management 1999 - 2002
J.P. Morgan Investment Management 1996 - 1999
BISYS Fund Services 1994 - 1996
Guerard Viala (CPA firm) 1991 - 1993
Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis
Education
State University of New York College at Oswego 1986 — 1990
Bachelor's degree, Accounting, French
Université Paris-Sorbonne 1988 — 1989
French Language and Literature
Felix Yeung Felix Yeung's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Venture Capital Intern at MetaProp NYC
Industry
Experience
MetaProp NYC September 2015 - Present
iCIMS June 2015 - Present
Wolfpak & Pack Inc. January 2015 - Present
Grupo Regalii December 2014 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Huawei June 2013 - August 2013
RnD Technology Limited July 2011 - August 2011
Skills
Matlab, Arduino, Java, C++, C, Python, Research, Public Speaking, Teamwork, Sensors (Accelerometer,..., Entrepreneurship, Corporate Development, Strategic Prospecting, Microsoft Office, Data Analysis, Management, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor of Science (BS), Electrical/Computer Engineering
MetaProp NYC September 2015 - Present
iCIMS June 2015 - Present
Wolfpak & Pack Inc. January 2015 - Present
Grupo Regalii December 2014 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Huawei June 2013 - August 2013
RnD Technology Limited July 2011 - August 2011
Skills
Matlab, Arduino, Java, C++, C, Python, Research, Public Speaking, Teamwork, Sensors (Accelerometer,..., Entrepreneurship, Corporate Development, Strategic Prospecting, Microsoft Office, Data Analysis, Management, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor of Science (BS), Electrical/Computer Engineering
Lina Kabaria's J.P. Morgan Asset Management Experience November 2004 - November 2010
Job
Industry Research
Experience
J.P. Morgan Investment Bank November 2010 - Present
J.P. Morgan Asset Management November 2004 - November 2010
Skills
Fixed Income, Financial Modeling, Investments, Portfolio Management, Valuation, Investment Management, Research, Derivatives, Forecasting, Alternative Investments, Bonds, Capital Markets, Report Writing, Debt, Asset Management, Corporate Finance, Chartered Financial..., Series 7, Bloomberg
Education
Rutgers University 1999 — 2003
Bachelor's degree, Finance, General
J.P. Morgan Investment Bank November 2010 - Present
J.P. Morgan Asset Management November 2004 - November 2010
Skills
Fixed Income, Financial Modeling, Investments, Portfolio Management, Valuation, Investment Management, Research, Derivatives, Forecasting, Alternative Investments, Bonds, Capital Markets, Report Writing, Debt, Asset Management, Corporate Finance, Chartered Financial..., Series 7, Bloomberg
Education
Rutgers University 1999 — 2003
Bachelor's degree, Finance, General
Dan Schuller's J.P. Morgan Asset Management Experience January 2011 - May 2015
Job EVP, Strategy & Corporate Development at Aqua America
Industry Utilities
Experience
Aqua America August 2015 - Present
J.P. Morgan Asset Management January 2011 - May 2015
JPMorgan Asset Management 2007 - February 2011
Mars & Co. 1999 - 2007
Christopher B. Burke Engineering, Ltd. 1993 - 1995
Skills
Investments, Analysis, Financial Modeling, Asset Management, Private Equity, Valuation, Due Diligence, Emerging Markets, Portfolio Management, Corporate Finance, Investment Banking, Strategy
Education
Purdue University 1995 — 1999
Ph.D., civil engineering
Purdue University 1991 — 1993
M.S., Civil Engineering
Purdue University 1988 — 1991
B.S., Civil Engineering
Aqua America August 2015 - Present
J.P. Morgan Asset Management January 2011 - May 2015
JPMorgan Asset Management 2007 - February 2011
Mars & Co. 1999 - 2007
Christopher B. Burke Engineering, Ltd. 1993 - 1995
Skills
Investments, Analysis, Financial Modeling, Asset Management, Private Equity, Valuation, Due Diligence, Emerging Markets, Portfolio Management, Corporate Finance, Investment Banking, Strategy
Education
Purdue University 1995 — 1999
Ph.D., civil engineering
Purdue University 1991 — 1993
M.S., Civil Engineering
Purdue University 1988 — 1991
B.S., Civil Engineering
John Ferrante's J.P. Morgan Asset Management Experience April 2012 - Present
Job Client Account Manager, Vice President at JP Morgan Chase Asset Management
Industry Investment Management
Experience
J.P. Morgan - Asset Management April 2012 - Present
Mt. Olive Township November 2011 - Present
J.P. Morgan - Treasury Services January 2010 - April 2012
J.P. Morgan - Private Bank January 2003 - January 2010
J.P. Morgan - Worldwide Security Services June 1998 - January 2003
Education
Seton Hall University 1994 — 1998
BS, Business Administration
Morris Knolls Regional High School 1990 — 1994
J.P. Morgan - Asset Management April 2012 - Present
Mt. Olive Township November 2011 - Present
J.P. Morgan - Treasury Services January 2010 - April 2012
J.P. Morgan - Private Bank January 2003 - January 2010
J.P. Morgan - Worldwide Security Services June 1998 - January 2003
Education
Seton Hall University 1994 — 1998
BS, Business Administration
Morris Knolls Regional High School 1990 — 1994
Peter Gyr's J.P. Morgan Asset Management Experience July 2013 - Present
Job Lawyer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
BofA Merrill Lynch September 2010 - June 2013
Cadwalader, Wickersham & Taft LLP August 2006 - August 2010
Sullivan & Cromwell LLP November 1998 - July 2006
Cravath, Swaine & Moore LLP September 1997 - September 1998
Skills
Securities, Corporate Governance, Capital Markets, Structured Products, Structured Finance, Cross-border..., Corporate Law, Securitization, Hedge Funds, Mergers & Acquisitions, Financial Regulation, Due Diligence, Derivatives, Securities Regulation, Fixed Income, Investment Advisory, Investment Companies, Broker-Dealer, Dodd-Frank, Private Equity, Merchant Banking, Volcker Rule, Equities, FICC
Education
Northwestern University School of Law
LL.M., with honors
Universität Basel
Lic.iur. (J.D.); Dr.iur. (J.S.D.), magna cum laude
J.P. Morgan Asset Management July 2013 - Present
BofA Merrill Lynch September 2010 - June 2013
Cadwalader, Wickersham & Taft LLP August 2006 - August 2010
Sullivan & Cromwell LLP November 1998 - July 2006
Cravath, Swaine & Moore LLP September 1997 - September 1998
Skills
Securities, Corporate Governance, Capital Markets, Structured Products, Structured Finance, Cross-border..., Corporate Law, Securitization, Hedge Funds, Mergers & Acquisitions, Financial Regulation, Due Diligence, Derivatives, Securities Regulation, Fixed Income, Investment Advisory, Investment Companies, Broker-Dealer, Dodd-Frank, Private Equity, Merchant Banking, Volcker Rule, Equities, FICC
Education
Northwestern University School of Law
LL.M., with honors
Universität Basel
Lic.iur. (J.D.); Dr.iur. (J.S.D.), magna cum laude
Melissa Pichler Wilson's J.P. Morgan Asset Management Experience October 2013 - December 2013
Job VP, Investment Strategist at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2015 - Present
Prudential Investments December 2013 - Present
J.P. Morgan Asset Management October 2013 - December 2013
Lord Abbett July 2011 - July 2013
Deutsche Bank / RREEF Alternative Investments 2005 - June 2011
Deutsche Bank / Absolute Return Strategies 2002 - 2005
Deutsche Asset Management 2001 - 2003
Lazard Asset Management 2000 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investments, Mutual Funds, Derivatives, Bloomberg, Series 7, Financial Services, Securities, Series 24, Series 66, Institutional..., CRM databases, Process Improvement, Marketing, Marketing Strategy, Market Research, Sales Management, Real Estate, Real Estate Development, Private Equity, Fund Of Funds, Asset Allocation, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics / German
Goethe Institute 1998 — 1999
Zertifikat Deutsch für den Beruf, Business German
Chatham High School 1992 — 1995
BNY Mellon May 2015 - Present
Prudential Investments December 2013 - Present
J.P. Morgan Asset Management October 2013 - December 2013
Lord Abbett July 2011 - July 2013
Deutsche Bank / RREEF Alternative Investments 2005 - June 2011
Deutsche Bank / Absolute Return Strategies 2002 - 2005
Deutsche Asset Management 2001 - 2003
Lazard Asset Management 2000 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investments, Mutual Funds, Derivatives, Bloomberg, Series 7, Financial Services, Securities, Series 24, Series 66, Institutional..., CRM databases, Process Improvement, Marketing, Marketing Strategy, Market Research, Sales Management, Real Estate, Real Estate Development, Private Equity, Fund Of Funds, Asset Allocation, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics / German
Goethe Institute 1998 — 1999
Zertifikat Deutsch für den Beruf, Business German
Chatham High School 1992 — 1995
Jason Ronca's J.P. Morgan Asset Management Experience May 2014 - Present
Job ETF Product Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan August 2007 - May 2014
Investors Bank and Trust April 2006 - August 2007
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 2001 - 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, ETFs, Equities, Swaps, Fixed Income, Derivatives, Fund Administration, Alternative Investments, Corporate Actions
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sports Management
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan August 2007 - May 2014
Investors Bank and Trust April 2006 - August 2007
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 2001 - 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, ETFs, Equities, Swaps, Fixed Income, Derivatives, Fund Administration, Alternative Investments, Corporate Actions
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sports Management
Kelly Hillis's J.P. Morgan Asset Management Experience October 2005 - Present
Job Vice President, Publishing Team Lead for J.P. Morgan Asset Management Marketing
Industry Investment Management
Experience
J.P. Morgan Asset Management October 2005 - Present
JPMorgan Chase March 2003 - October 2005
Skills
Leadership, Series 7, Investments, Asset Managment, Mutual Funds, Process Improvement, Vendor Management, Financial Services, Business Analysis, Series 63, Analysis, FINRA, Project Management, Team Management, Problem Solving, Time Management, Organization Skills, Independent Thinking
Education
Ohio Dominican University 2006 — 2008
MBA, Business
University of Dayton 1995 — 1999
B.S., Psychology & Social Work
Thomas Worthington High School
Thomas Worthington High School
J.P. Morgan Asset Management October 2005 - Present
JPMorgan Chase March 2003 - October 2005
Skills
Leadership, Series 7, Investments, Asset Managment, Mutual Funds, Process Improvement, Vendor Management, Financial Services, Business Analysis, Series 63, Analysis, FINRA, Project Management, Team Management, Problem Solving, Time Management, Organization Skills, Independent Thinking
Education
Ohio Dominican University 2006 — 2008
MBA, Business
University of Dayton 1995 — 1999
B.S., Psychology & Social Work
Thomas Worthington High School
Thomas Worthington High School
Leslie Karp's J.P. Morgan Asset Management Experience June 2011 - Present
Job Associate, Risk Management at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2011 - Present
JP Morgan 1988 - Present
J.P. Morgan Asset Management 2005 - 2009
J.P. Morgan Asset Management 2000 - 2005
J.P. Morgan Asset Management 1993 - 2000
J.P. Morgan Asset Management 1988 - 1993
Skills
Risk Management, Asset Management
Education
State University of New York College at Oneonta 1981 — 1985
J.P. Morgan Asset Management June 2011 - Present
JP Morgan 1988 - Present
J.P. Morgan Asset Management 2005 - 2009
J.P. Morgan Asset Management 2000 - 2005
J.P. Morgan Asset Management 1993 - 2000
J.P. Morgan Asset Management 1988 - 1993
Skills
Risk Management, Asset Management
Education
State University of New York College at Oneonta 1981 — 1985
Mark E Roll CFP®'s J.P. Morgan Asset Management Experience August 2010 - July 2012
Job Certified Financial Planner™ ★ Financial Professional ★ Relationship Management ★ Client Service | U.S. Army Veteran
Industry Financial Services
Experience
tradeMONSTER September 2012 - February 2015
J.P. Morgan Asset Management August 2010 - July 2012
Chase Investment Service Corporation September 2006 - August 2010
Securities America, Inc. Member FINRA/SIPC 2006 - 2006
Fidelity Investments 2001 - 2005
US Army August 1993 - June 1996
Skills
Financial Services, Series 7, Investments, Finance, Series 24, Relationship Management, Mutual Funds, Securities, Agriculture, Trading, Series 63, Equities, Options, Derivatives, Banking, Due Diligence, CRM, Financial Advisory, FINRA, Leadership, Financial Planning, Portfolio Management, Team Leadership, Leadership Development, Fixed Income, Microsoft Excel, Customer Service, Microsoft Office, Power Point, Teamwork, Financial Analysis, Microsoft Word, Analysis, Sales Management, Sales Management...
Education
Ohio University 1997 — 2000
Bachelor’s Degree, Major in Finance & Marketing with minor in Psychology, 3.5
tradeMONSTER September 2012 - February 2015
J.P. Morgan Asset Management August 2010 - July 2012
Chase Investment Service Corporation September 2006 - August 2010
Securities America, Inc. Member FINRA/SIPC 2006 - 2006
Fidelity Investments 2001 - 2005
US Army August 1993 - June 1996
Skills
Financial Services, Series 7, Investments, Finance, Series 24, Relationship Management, Mutual Funds, Securities, Agriculture, Trading, Series 63, Equities, Options, Derivatives, Banking, Due Diligence, CRM, Financial Advisory, FINRA, Leadership, Financial Planning, Portfolio Management, Team Leadership, Leadership Development, Fixed Income, Microsoft Excel, Customer Service, Microsoft Office, Power Point, Teamwork, Financial Analysis, Microsoft Word, Analysis, Sales Management, Sales Management...
Education
Ohio University 1997 — 2000
Bachelor’s Degree, Major in Finance & Marketing with minor in Psychology, 3.5
Elizabeth Montreuil's J.P. Morgan Asset Management Experience October 2010 - Present
Job Business Analyst for FX &Commodities at J.P. Morgan
Industry Financial Services
Experience
JPMorgan June 2013 - Present
J.P. Morgan Asset Management October 2010 - Present
Segal Advisors November 2009 - October 2010
Gain Capital 2009 - 2009
New York City Economic Development Corporation September 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, Fixed Income, Investments, Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Foreign Exchange...
Education
State University of New York at Stony Brook 2004 — 2008
Bachelor of Arts (B.A.), Economics
JPMorgan June 2013 - Present
J.P. Morgan Asset Management October 2010 - Present
Segal Advisors November 2009 - October 2010
Gain Capital 2009 - 2009
New York City Economic Development Corporation September 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, Fixed Income, Investments, Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Foreign Exchange...
Education
State University of New York at Stony Brook 2004 — 2008
Bachelor of Arts (B.A.), Economics
Ben Travers's J.P. Morgan Asset Management Experience September 2009 - Present
Job Executive Director, CIMA®, CRPC®, CRPS® J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2009 - Present
Morgan Stanley Investment Management December 2006 - July 2009
AllianceBernstein Investment Management March 1999 - December 2006
Nicholas Applegate 1995 - 1999
Education
St. Lawrence University 1988 — 1992
B.A., Economics
J.P. Morgan Asset Management September 2009 - Present
Morgan Stanley Investment Management December 2006 - July 2009
AllianceBernstein Investment Management March 1999 - December 2006
Nicholas Applegate 1995 - 1999
Education
St. Lawrence University 1988 — 1992
B.A., Economics
Brian Skocypec's J.P. Morgan Asset Management Experience December 2011 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2011 - Present
Skills
Bloomberg, SharePoint, Microsoft Office, Marketing, Microsoft Excel, Capital Markets, Analytics, Financial Analysis, Marketing Strategy, Marketing Communications, Leadership, Business Strategy
Education
Stevens Institute of Technology 2008 — 2010
MS, Project Management
Stevens Institute of Technology 2006 — 2010
BS, Business & Technology
North Hunterdon High School 2002 — 2006
J.P. Morgan Asset Management December 2011 - Present
Skills
Bloomberg, SharePoint, Microsoft Office, Marketing, Microsoft Excel, Capital Markets, Analytics, Financial Analysis, Marketing Strategy, Marketing Communications, Leadership, Business Strategy
Education
Stevens Institute of Technology 2008 — 2010
MS, Project Management
Stevens Institute of Technology 2006 — 2010
BS, Business & Technology
North Hunterdon High School 2002 — 2006
Dmitriy Voloshin's J.P. Morgan Asset Management Experience August 2013 - Present
Job CFO Mid Institutional and EFG Asset Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
Alyson Shupe's J.P. Morgan Asset Management Experience April 2011 - Present
Job Product Strategist
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management July 2008 - April 2011
Best Associates June 2007 - August 2007
Charles Schwab June 2006 - December 2006
Skills
Investments, Series 7, Mutual Funds, Microsoft Excel, Asset Management
Education
Ohio University 2004 — 2008
BBA, BA, Economics, Finance, Spanish
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management July 2008 - April 2011
Best Associates June 2007 - August 2007
Charles Schwab June 2006 - December 2006
Skills
Investments, Series 7, Mutual Funds, Microsoft Excel, Asset Management
Education
Ohio University 2004 — 2008
BBA, BA, Economics, Finance, Spanish
Amber Jakubson's J.P. Morgan Asset Management Experience May 2013 - Present
Job Relationship Manager Global Strategic Relationship Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management April 2011 - April 2013
J.P. Morgan Asset Management June 2010 - April 2011
Edward Jones April 2009 - May 2010
Charles Schwab June 2008 - August 2008
House of Blues 2007 - 2007
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management April 2011 - April 2013
J.P. Morgan Asset Management June 2010 - April 2011
Edward Jones April 2009 - May 2010
Charles Schwab June 2008 - August 2008
House of Blues 2007 - 2007
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Alex Sammarco's J.P. Morgan Asset Management Experience January 2013 - Present
Job JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
Stark Investments 2001 - August 2012
Pacholder Associates, Inc. 1996 - 2001
Skills
Credit Derivatives, High Yield, Leveraged Finance, Hedge Funds, Alternative Investments, Bonds, Credit, Capital Markets, Equities, Equity Research, Fixed Income, Securities, Derivatives, Valuation
Education
University of Cincinnati College of Business 1993 — 1995
MBA, Finance
Skidmore College 1989 — 1993
B.S., Business Administration, Biology
St. X
J.P. Morgan Asset Management January 2013 - Present
Stark Investments 2001 - August 2012
Pacholder Associates, Inc. 1996 - 2001
Skills
Credit Derivatives, High Yield, Leveraged Finance, Hedge Funds, Alternative Investments, Bonds, Credit, Capital Markets, Equities, Equity Research, Fixed Income, Securities, Derivatives, Valuation
Education
University of Cincinnati College of Business 1993 — 1995
MBA, Finance
Skidmore College 1989 — 1993
B.S., Business Administration, Biology
St. X
William G. McCoy, CFA's J.P. Morgan Asset Management Experience January 2014 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2014 - Present
UBS Global Asset Management June 1995 - January 2014
Goldman Sachs Asset Management 1994 - 1995
J.P. Morgan Investment Management 1990 - 1994
Lord Abbett 1983 - 1990
Skills
Asset Managment, Equities, Asset Management, Fixed Income, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Portfolio Management, Financial Risk, Derivatives, Bloomberg, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Performance Measurement
Education
St. Thomas Aquinas College 1979 — 1983
BS, Actuarial Science
J.P. Morgan Asset Management January 2014 - Present
UBS Global Asset Management June 1995 - January 2014
Goldman Sachs Asset Management 1994 - 1995
J.P. Morgan Investment Management 1990 - 1994
Lord Abbett 1983 - 1990
Skills
Asset Managment, Equities, Asset Management, Fixed Income, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Portfolio Management, Financial Risk, Derivatives, Bloomberg, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Performance Measurement
Education
St. Thomas Aquinas College 1979 — 1983
BS, Actuarial Science
David Thorp's J.P. Morgan Asset Management Experience February 1992 - Present
Job Managing Director, Head of Broker Dealer Sales, J.P. Morgan Funds, CIMA® , CRPC®
Industry Financial Services
Experience
J.P. Morgan Asset Management February 1992 - Present
Skills
Sales Management, Strategy, business management, People Development, Coaching, Relationship Management, Investment Management, Compliance Management, Mutual Funds, Fiduciary, Public Speaking, Financial Planning, Economic Knowledge, Retirement, ETFs, 529 Plans, Competitive Positioning, Series 7, Series 63, series 24, CIMA, CRPC, Equities, Fixed Income, Alternative Investments, Securities, Management, Capital Markets
Education
Pacific Lutheran University - School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Pacific Lutheran University
J.P. Morgan Asset Management February 1992 - Present
Skills
Sales Management, Strategy, business management, People Development, Coaching, Relationship Management, Investment Management, Compliance Management, Mutual Funds, Fiduciary, Public Speaking, Financial Planning, Economic Knowledge, Retirement, ETFs, 529 Plans, Competitive Positioning, Series 7, Series 63, series 24, CIMA, CRPC, Equities, Fixed Income, Alternative Investments, Securities, Management, Capital Markets
Education
Pacific Lutheran University - School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Pacific Lutheran University
Adam Byard's J.P. Morgan Asset Management Experience September 2009 - Present
Job Associate, Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2009 - Present
UBS January 2009 - September 2009
Ameriprise Financial Services, Inc. October 2007 - February 2009
Skills
Series 7, Series 63, Mutual Funds, Financial Analysis, Series 6, Fund Services
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan Asset Management September 2009 - Present
UBS January 2009 - September 2009
Ameriprise Financial Services, Inc. October 2007 - February 2009
Skills
Series 7, Series 63, Mutual Funds, Financial Analysis, Series 6, Fund Services
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
David Perryman's J.P. Morgan Asset Management Experience April 2005 - June 2005
Job Senior Staff Accountant
Industry Accounting
Experience
Vinson Guard Service, Inc. April 2015 - Present
Tripp Scott, P.A. March 2007 - July 2013
Franklin Templeton Investments June 2005 - February 2007
J.P. Morgan Asset Management April 2005 - June 2005
Skills
Accounting, General Ledger, Financial Accounting, Financial Analysis, Invoicing, Microsoft Office, Accounts Payable, Outlook, Litigation Support, Auditing, Spreadsheets, Microsoft Excel, Accounts Receivable, Financial Reporting, Tax
Education
Northwood University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Sheridan College 2000 — 2003
Associate's degree, Accounting and Business/Management
Vinson Guard Service, Inc. April 2015 - Present
Tripp Scott, P.A. March 2007 - July 2013
Franklin Templeton Investments June 2005 - February 2007
J.P. Morgan Asset Management April 2005 - June 2005
Skills
Accounting, General Ledger, Financial Accounting, Financial Analysis, Invoicing, Microsoft Office, Accounts Payable, Outlook, Litigation Support, Auditing, Spreadsheets, Microsoft Excel, Accounts Receivable, Financial Reporting, Tax
Education
Northwood University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Sheridan College 2000 — 2003
Associate's degree, Accounting and Business/Management
Frank Giorgio's J.P. Morgan Asset Management Experience 1994 - 2002
Job CCO at Providence Investment Management
Industry Investment Management
Experience
Providence Investment Management February 2010 - Present
Royal Bank of Canada August 2004 - January 2010
J.P. Morgan Asset Management 1994 - 2002
Skills
Fund Of Funds, Alternative Investments, Securities, Hedge Funds, Equities, Asset Management, Retirement Planning, Fixed Income, Capital Markets, Derivatives, Series 7, Bloomberg, Mutual Funds
Education
Pace University - Lubin School of Business 1982 — 1986
Master of Business Administration (MBA), Finance
Villanova University 1976 — 1980
BS, Accounting
Providence Investment Management February 2010 - Present
Royal Bank of Canada August 2004 - January 2010
J.P. Morgan Asset Management 1994 - 2002
Skills
Fund Of Funds, Alternative Investments, Securities, Hedge Funds, Equities, Asset Management, Retirement Planning, Fixed Income, Capital Markets, Derivatives, Series 7, Bloomberg, Mutual Funds
Education
Pace University - Lubin School of Business 1982 — 1986
Master of Business Administration (MBA), Finance
Villanova University 1976 — 1980
BS, Accounting
Jason Carr's J.P. Morgan Asset Management Experience March 2014 - Present
Job Fund Administration Fund Operations Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
AB February 2013 - March 2014
J.P. Morgan January 2013 - February 2013
ARTIO GLOBAL June 2010 - August 2012
AB August 2006 - June 2010
State Street June 2005 - August 2006
Pulte Group, Inc. January 2005 - June 2005
Skills
Mutual Funds, Equities, Bloomberg, Securities, Investments, Microsoft Excel, PowerPoint, Financial Reporting, Fixed Income, Charles River IMS, Interest Rate..., Credit Derivatives, Fund Administration, Fund Accounting, Corporate Actions, FAS 157, NSAR, FAS 161, Security Valuation, Confluence, Asset Allocation, Bonds, Bloomberg Terminal, Middle Office, Financial Services, Financial Statements, Fund Of Funds, Derivatives, Valuation, Account Reconciliation, Settlement, Trading
Education
Rutgers Business School 2003 — 2005
Bachelor of Science (B.S.), Finance, General
J.P. Morgan Asset Management March 2014 - Present
AB February 2013 - March 2014
J.P. Morgan January 2013 - February 2013
ARTIO GLOBAL June 2010 - August 2012
AB August 2006 - June 2010
State Street June 2005 - August 2006
Pulte Group, Inc. January 2005 - June 2005
Skills
Mutual Funds, Equities, Bloomberg, Securities, Investments, Microsoft Excel, PowerPoint, Financial Reporting, Fixed Income, Charles River IMS, Interest Rate..., Credit Derivatives, Fund Administration, Fund Accounting, Corporate Actions, FAS 157, NSAR, FAS 161, Security Valuation, Confluence, Asset Allocation, Bonds, Bloomberg Terminal, Middle Office, Financial Services, Financial Statements, Fund Of Funds, Derivatives, Valuation, Account Reconciliation, Settlement, Trading
Education
Rutgers Business School 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Randy Parpart's J.P. Morgan Asset Management Experience April 2003 - Present
Job Vice President / Client Advisor at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2003 - Present
Munder Capital Management July 1998 - April 2003
Munder Capital Management January 2000 - March 2003
Skills
Mutual Funds, Wealth Management, Equities
Education
Olivet Nazarene University 1990 — 1994
BS, Finance
Merrillville High School 1987 — 1990
J.P. Morgan Asset Management April 2003 - Present
Munder Capital Management July 1998 - April 2003
Munder Capital Management January 2000 - March 2003
Skills
Mutual Funds, Wealth Management, Equities
Education
Olivet Nazarene University 1990 — 1994
BS, Finance
Merrillville High School 1987 — 1990
Matthew Fand's J.P. Morgan Asset Management Experience July 2008 - July 2010
Job Consultant at Eight of Nine Consulting
Industry Legal Services
Experience
Eight of Nine Consulting September 2012 - Present
Superior Court of New Jersey - Essex County Family Law Division October 2011 - September 2012
Somerset County Prosecutor's Office May 2011 - August 2011
J.P. Morgan Asset Management July 2008 - July 2010
Skills
Criminal Law, Financial Services, Legal Writing, Legal Research, Hearings, Analysis, Business Analysis, Microsoft Office, Westlaw, Corporate Finance, Due Diligence, Regulatory Compliance, Management, Microsoft Excel
Education
Rutgers Graduate Business School 2011 — 2014
Master of Business Administration (MBA), Management and Global Business
Rutgers University School of Law - Newark 2010 — 2014
Doctor of Law (J.D.)
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
BS, Finance, Entrepreneurship
Eight of Nine Consulting September 2012 - Present
Superior Court of New Jersey - Essex County Family Law Division October 2011 - September 2012
Somerset County Prosecutor's Office May 2011 - August 2011
J.P. Morgan Asset Management July 2008 - July 2010
Skills
Criminal Law, Financial Services, Legal Writing, Legal Research, Hearings, Analysis, Business Analysis, Microsoft Office, Westlaw, Corporate Finance, Due Diligence, Regulatory Compliance, Management, Microsoft Excel
Education
Rutgers Graduate Business School 2011 — 2014
Master of Business Administration (MBA), Management and Global Business
Rutgers University School of Law - Newark 2010 — 2014
Doctor of Law (J.D.)
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
BS, Finance, Entrepreneurship
Laura Odhiambo's J.P. Morgan Asset Management Experience August 2014 - Present
Job Assistant web developer at Garden StateLSAMP
Industry Computer Software
Experience
J.P. Morgan Asset Management August 2014 - Present
Rutgers Newark Computing Services May 2012 - August 2014
Garden State-LSAMP October 2012 - May 2014
Newark International Airport June 2011 - January 2013
Midnight Storms Promotion Inc. April 2011 - June 2011
Your Choice Insurance Agency August 2008 - April 2009
Equator Bottlers September 2007 - December 2007
Skills
Team Leadership, Customer Service, Project Management, Microsoft Office, Java, Public Speaking, Windows, HTML, JavaScript, Linux, Web Design, Research, Photoshop, Leadership, Access, HTML 5, Programming, XHTML
Education
Rutgers University 2011 — 2014
Bachelor of Arts, Computer Science
J.P. Morgan Asset Management August 2014 - Present
Rutgers Newark Computing Services May 2012 - August 2014
Garden State-LSAMP October 2012 - May 2014
Newark International Airport June 2011 - January 2013
Midnight Storms Promotion Inc. April 2011 - June 2011
Your Choice Insurance Agency August 2008 - April 2009
Equator Bottlers September 2007 - December 2007
Skills
Team Leadership, Customer Service, Project Management, Microsoft Office, Java, Public Speaking, Windows, HTML, JavaScript, Linux, Web Design, Research, Photoshop, Leadership, Access, HTML 5, Programming, XHTML
Education
Rutgers University 2011 — 2014
Bachelor of Arts, Computer Science
Karen SchadNeuwald's J.P. Morgan Asset Management Experience April 2002 - February 2014
Job Director, Institutional Intermediary Marketing, MainStay Investments
Industry Banking
Experience
Mainstay Asset Management February 2014 - Present
J.P. Morgan April 2002 - February 2014
J.P. Morgan Asset Management April 2002 - February 2014
Dreyfus Corporation November 1999 - April 2002
OppenheimerFunds August 1997 - November 1999
Skills
Investments, Marketing Strategy, Strategy, Product Development, Selling, Team Leadership, Wealth Management, Digital Marketing, Portfolio Management, Relationship Management, Financial Services, Integrated Marketing, Analytics, Marketing, Market Planning, Direct Marketing, Mutual Funds, Sales Management, Marketing Communications, Product Launch
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Marketing
Pace University
MBA, Finance
Mainstay Asset Management February 2014 - Present
J.P. Morgan April 2002 - February 2014
J.P. Morgan Asset Management April 2002 - February 2014
Dreyfus Corporation November 1999 - April 2002
OppenheimerFunds August 1997 - November 1999
Skills
Investments, Marketing Strategy, Strategy, Product Development, Selling, Team Leadership, Wealth Management, Digital Marketing, Portfolio Management, Relationship Management, Financial Services, Integrated Marketing, Analytics, Marketing, Market Planning, Direct Marketing, Mutual Funds, Sales Management, Marketing Communications, Product Launch
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Marketing
Pace University
MBA, Finance
Stacy Baines Manvitz's J.P. Morgan Asset Management Experience January 2001 - October 2004
Job
Industry Financial Services
Experience
Pipeline Fellowship 2015 - Present
Citi May 2006 - October 2008
Citigroup Private Bank April 2005 - May 2006
J.P. Morgan Asset Management January 2001 - October 2004
J.P. Morgan Asset Management 1998 - December 2000
Pryor McClendon Counts & Co July 1994 - July 1996
Saloman Smith Barney June 1992 - June 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Banking, Real Estate Funds, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
M.B.A., Finance
Spelman College 1988 — 1992
B.A., Economics
Pipeline Fellowship 2015 - Present
Citi May 2006 - October 2008
Citigroup Private Bank April 2005 - May 2006
J.P. Morgan Asset Management January 2001 - October 2004
J.P. Morgan Asset Management 1998 - December 2000
Pryor McClendon Counts & Co July 1994 - July 1996
Saloman Smith Barney June 1992 - June 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Banking, Real Estate Funds, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
M.B.A., Finance
Spelman College 1988 — 1992
B.A., Economics
Tai Ramos-Emeghebo's J.P. Morgan Asset Management Experience October 2010 - Present
Job VP Relationship Manager
Industry Investment Management
Experience
J.P. Morgan Asset Management October 2010 - Present
J.P. Morgan Asset Management September 2005 - October 2010
MetLife March 2002 - September 2005
Skills
Wealth Management, Asset Managment, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Business Strategy, Employee Benefits, Finance, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investments, Pensions, Retirement, Series 63, Strategic Financial..., CRM, ETFs
Education
Stony Brook University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
J.P. Morgan Asset Management October 2010 - Present
J.P. Morgan Asset Management September 2005 - October 2010
MetLife March 2002 - September 2005
Skills
Wealth Management, Asset Managment, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Business Strategy, Employee Benefits, Finance, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investments, Pensions, Retirement, Series 63, Strategic Financial..., CRM, ETFs
Education
Stony Brook University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Akshay Karnawat's J.P. Morgan Asset Management Experience July 2015 - Present
Job Technology Analyst at J.P. Morgan Asset Management
Industry Computer Software
Experience
J.P. Morgan Asset Management July 2015 - Present
Thomson Reuters January 2014 - May 2014
Rochester Institute of Technology September 2013 - December 2013
Thomson Reuters November 2012 - May 2013
Skills
Java, Spring, JavaScript, XML, AngularJS, RESTful WebServices, MySQL, HTML, CSS, jQuery, AJAX, JSON, Ruby on Rails, Python, Hibernate, OSWorkflow, JIRA, PostgreSQL, Quartz, Data Mining, Financial Analysis, Corporate Finance
Education
Rochester Institute of Technology 2010 — 2015
Bachelor's Degree, Software Engineering
J.P. Morgan Asset Management July 2015 - Present
Thomson Reuters January 2014 - May 2014
Rochester Institute of Technology September 2013 - December 2013
Thomson Reuters November 2012 - May 2013
Skills
Java, Spring, JavaScript, XML, AngularJS, RESTful WebServices, MySQL, HTML, CSS, jQuery, AJAX, JSON, Ruby on Rails, Python, Hibernate, OSWorkflow, JIRA, PostgreSQL, Quartz, Data Mining, Financial Analysis, Corporate Finance
Education
Rochester Institute of Technology 2010 — 2015
Bachelor's Degree, Software Engineering
Katie Magee's J.P. Morgan Asset Management Experience July 2012 - Present
Job Institutional Sales Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Northwestern University September 2008 - March 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2011 - March 2011
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
J.P. Morgan Asset Management July 2012 - Present
Northwestern University September 2008 - March 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan January 2011 - March 2011
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Richard Oswald's J.P. Morgan Asset Management Experience October 1996 - Present
Job Managing Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management October 1996 - Present
CBS Corporation January 1988 - December 1995
Education
Rochester Institute of Technology 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
University of Toronto
Bachelor's Degree
J.P. Morgan Asset Management October 1996 - Present
CBS Corporation January 1988 - December 1995
Education
Rochester Institute of Technology 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
University of Toronto
Bachelor's Degree
Kevin Wentworth's J.P. Morgan Asset Management Experience September 2001 - March 2012
Job Regional Director, Vice President, Morgan Stanley Investment Management (MSIM)
Industry Investment Management
Experience
Morgan Stanley Investment Management May 2014 - Present
Highland Capital Management, L.P. May 2013 - February 2014
Hartford Funds March 2012 - March 2013
J.P. Morgan Asset Management September 2001 - March 2012
Second National Bank of Warren October 2000 - September 2001
Second National Bank of Warren May 1999 - October 2000
Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management
Education
Saint Leo University
Bachelor of Arts, Accounting
The University of Akron
The Fusion Group
Effective Presentations
The Fusion Group
Effective Telephone Conversations
Morgan Stanley Investment Management May 2014 - Present
Highland Capital Management, L.P. May 2013 - February 2014
Hartford Funds March 2012 - March 2013
J.P. Morgan Asset Management September 2001 - March 2012
Second National Bank of Warren October 2000 - September 2001
Second National Bank of Warren May 1999 - October 2000
Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management
Education
Saint Leo University
Bachelor of Arts, Accounting
The University of Akron
The Fusion Group
Effective Presentations
The Fusion Group
Effective Telephone Conversations
Andrew Whitaker's J.P. Morgan Asset Management Experience April 2011 - Present
Job V.P. Wealth Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2011 - Present
Deloitte August 2006 - April 2011
Weaver July 2005 - August 2006
Felsberg e Associados July 2000 - June 2001
Skills
International Tax, Tax Research, Estate Planning, Corporate Tax, Corporate Tax Planning, International Tax..., Project Management, Corporate Finance, corporate law, Fiduciary Services, Trust Management, FATCA, Private Banking
Education
University of Miami School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
University of Miami 2001 — 2004
Doctor of Law (J.D.)
Southern Methodist University 1996 — 2000
Bachelor of Arts (B.A.)
Pinecrest Highschool
J.P. Morgan Asset Management April 2011 - Present
Deloitte August 2006 - April 2011
Weaver July 2005 - August 2006
Felsberg e Associados July 2000 - June 2001
Skills
International Tax, Tax Research, Estate Planning, Corporate Tax, Corporate Tax Planning, International Tax..., Project Management, Corporate Finance, corporate law, Fiduciary Services, Trust Management, FATCA, Private Banking
Education
University of Miami School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
University of Miami 2001 — 2004
Doctor of Law (J.D.)
Southern Methodist University 1996 — 2000
Bachelor of Arts (B.A.)
Pinecrest Highschool
Trenton Gaultney's J.P. Morgan Asset Management Experience 2011 - 2011
Job Analyst at Large MultiStrategy Hedge Fund
Industry Financial Services
Experience
Large Multi-Strategy Hedge Fund May 2014 - Present
Wells Fargo Securities June 2013 - May 2014
J.P. Morgan Asset Management 2011 - 2011
Skills
Valuation, Bloomberg, Investment Banking, Financial Modeling, Capital Markets
Education
Rice University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economic Analysis
Large Multi-Strategy Hedge Fund May 2014 - Present
Wells Fargo Securities June 2013 - May 2014
J.P. Morgan Asset Management 2011 - 2011
Skills
Valuation, Bloomberg, Investment Banking, Financial Modeling, Capital Markets
Education
Rice University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economic Analysis
Anthony Wile's J.P. Morgan Asset Management Experience May 2012 - September 2014
Job Investment Strategies Associate Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2014 - Present
J.P. Morgan Asset Management May 2012 - September 2014
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Research, Valuation, Equities, Investments, PowerPoint, Capital Markets, Eviews, VBA, Bloomberg Terminal, Series 7, Series 63
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General; Economics, General
Bessemer Trust September 2014 - Present
J.P. Morgan Asset Management May 2012 - September 2014
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Research, Valuation, Equities, Investments, PowerPoint, Capital Markets, Eviews, VBA, Bloomberg Terminal, Series 7, Series 63
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General; Economics, General
Leighton Jackson's J.P. Morgan Asset Management Experience April 1980 - November 1997
Job Income Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2006 - Present
Deutsche Bank July 1998 - October 2003
J.P. Morgan Asset Management April 1980 - November 1997
Skills
Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Risk Management, Project Management, Business Analysis, Investments, Finance
Education
Pace University
BNY Mellon July 2006 - Present
Deutsche Bank July 1998 - October 2003
J.P. Morgan Asset Management April 1980 - November 1997
Skills
Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Risk Management, Project Management, Business Analysis, Investments, Finance
Education
Pace University
C.J. Casey's J.P. Morgan Asset Management Experience August 2010 - June 2014
Job Regional Sales Representative Van Eck Global
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs August 2014 - Present
J.P. Morgan Asset Management August 2010 - June 2014
Evergreen Investments November 2007 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Wealth Management, Financial Services, Retirement Planning, Asset Management, Relationship Management, Investment Management, 401k, Retirement, Capital Markets, Portfolio Management, Separately Managed..., Investment Strategies, Morningstar, Client Services, Finance, Wealth Management..., Retirement Savings
Education
St. John's University 2003 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
St. John's University
Van Eck Global Market Vectors ETFs August 2014 - Present
J.P. Morgan Asset Management August 2010 - June 2014
Evergreen Investments November 2007 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Wealth Management, Financial Services, Retirement Planning, Asset Management, Relationship Management, Investment Management, 401k, Retirement, Capital Markets, Portfolio Management, Separately Managed..., Investment Strategies, Morningstar, Client Services, Finance, Wealth Management..., Retirement Savings
Education
St. John's University 2003 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
St. John's University
Charlie Gambino's J.P. Morgan Asset Management Experience June 2006 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2006 - Present
Skills
Investments, Finance, Asset Management, Financial Analysis, Equities, Fixed Income, Capital Markets, Mutual Funds, Financial Services, Wealth Management, Alternative Investments, Hedge Funds, Private Banking
Education
St. John's University 2001 — 2006
Bachelor's Degree, Accounting and Finances
J.P. Morgan Asset Management June 2006 - Present
Skills
Investments, Finance, Asset Management, Financial Analysis, Equities, Fixed Income, Capital Markets, Mutual Funds, Financial Services, Wealth Management, Alternative Investments, Hedge Funds, Private Banking
Education
St. John's University 2001 — 2006
Bachelor's Degree, Accounting and Finances
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY