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
Sarah L. Stiles Sarah L. Stiles's J.P. Morgan Asset Management Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
EnLink Midstream June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, PowerPoint, Portfolio Management, Microsoft Word
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor's Degree, Business Honors Program & Corporate Finance, Senior
Council on International Educational Exchange (CIEE)- Seville 2014 — 2014
Highland Park High School 2008 — 2012
J.P. Morgan Asset Management June 2015 - Present
EnLink Midstream June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, PowerPoint, Portfolio Management, Microsoft Word
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor's Degree, Business Honors Program & Corporate Finance, Senior
Council on International Educational Exchange (CIEE)- Seville 2014 — 2014
Highland Park High School 2008 — 2012
Tom Skowron Tom Skowron's J.P. Morgan Asset Management Experience June 2012 - January 2015
Job Portfolio Specialist at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. February 2015 - Present
J.P. Morgan Asset Management June 2012 - January 2015
J.P. Morgan Asset Management April 1996 - June 2012
McCloy Financial Services 1993 - 1995
USMC April 1985 - September 1988
Skills
Portfolio Management, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Asset Management, New Business Development, Equities, Mutual Funds, Customer Relations, Investment Advisory, Private Equity, Risk Management, Pensions, Securities, Capital Markets, Emerging Markets, Series 7, Conflict Resolution
Education
The Ohio State University 1988 — 1991
BS in BA
Youngstown State University 1982 — 1984
Diamond Hill Capital Management, Inc. February 2015 - Present
J.P. Morgan Asset Management June 2012 - January 2015
J.P. Morgan Asset Management April 1996 - June 2012
McCloy Financial Services 1993 - 1995
USMC April 1985 - September 1988
Skills
Portfolio Management, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Asset Management, New Business Development, Equities, Mutual Funds, Customer Relations, Investment Advisory, Private Equity, Risk Management, Pensions, Securities, Capital Markets, Emerging Markets, Series 7, Conflict Resolution
Education
The Ohio State University 1988 — 1991
BS in BA
Youngstown State University 1982 — 1984
Brett Benjamin Brett Benjamin's J.P. Morgan Asset Management Experience July 2008 - September 2010
Job Associate Client Portfolio Strategist at Ivy Funds
Industry Investment Management
Experience
Ivy Funds January 2015 - Present
Ivy Funds May 2011 - December 2014
J.P. Morgan Asset Management July 2008 - September 2010
Altair Advisers LLC September 2007 - May 2008
Northern Trust Global Investments April 2005 - August 2007
Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
The Pembroke Hill School 1986 — 1999
Ivy Funds January 2015 - Present
Ivy Funds May 2011 - December 2014
J.P. Morgan Asset Management July 2008 - September 2010
Altair Advisers LLC September 2007 - May 2008
Northern Trust Global Investments April 2005 - August 2007
Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
The Pembroke Hill School 1986 — 1999
David Bloomberg David Bloomberg's J.P. Morgan Asset Management Experience 2002 - 2004
Job Television Celebrity / Asset Manager; Investor; Director, Asset Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
Jonathan Likavec, CFA Jonathan Likavec, CFA's J.P. Morgan Asset Management Experience January 2011 - Present
Job Vice President Client Portfolio Manager
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2011 - Present
J.P. Morgan Asset Management November 2005 - February 2011
Chase April 2005 - November 2005
Morgan Stanley Wealth Management March 2001 - June 2005
Skills
Fixed Income, Mutual Funds, Investments, Portfolio Management, Bloomberg, Credit
Education
The Ohio State University 2000 — 2004
Business, Finance
The Ohio State University Fisher College of Business 2000 — 2004
J.P. Morgan Asset Management January 2011 - Present
J.P. Morgan Asset Management November 2005 - February 2011
Chase April 2005 - November 2005
Morgan Stanley Wealth Management March 2001 - June 2005
Skills
Fixed Income, Mutual Funds, Investments, Portfolio Management, Bloomberg, Credit
Education
The Ohio State University 2000 — 2004
Business, Finance
The Ohio State University Fisher College of Business 2000 — 2004
Carleena Fiorenza Carleena Fiorenza's J.P. Morgan Asset Management Experience August 2014 - Present
Job Incoming Analyst at J.P. Morgan Asset Management
Industry Higher Education
Experience
J.P. Morgan Asset Management August 2014 - Present
University of Florida August 2011 - Present
J.P. Morgan Asset Management May 2014 - August 2014
The Omerta Group July 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Statistics, Spanish
Education
University of Florida
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor's degree, Finance, General
Tsinghua University 2012 — 2012
Mandarin
Pine Crest School
J.P. Morgan Asset Management August 2014 - Present
University of Florida August 2011 - Present
J.P. Morgan Asset Management May 2014 - August 2014
The Omerta Group July 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Statistics, Spanish
Education
University of Florida
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor's degree, Finance, General
Tsinghua University 2012 — 2012
Mandarin
Pine Crest School
Jack Jolliffe Jack Jolliffe's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Neeley Fellow at Texas Christian University
Industry Financial Services
Experience
Panther Capital Group August 2015 - Present
William C. Conner Educational Investment Fund August 2015 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Q Investments December 2014 - May 2015
Southwest Airlines May 2014 - August 2014
Lead Experts, LLC May 2013 - June 2013
Saccomano Academics 2011 - 2012
Mountain Pool Management 2009 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Microsoft Access, Microsoft Sharepoint, Microsoft Office, Public Speaking, SQL, Java, Teamwork, Critical Thinking, Outcome focused, Problem Solving, Final Cut Pro, Access, SharePoint
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Mathematics and Accounting double minor), 3.8
Cherry Creek High School 2008 — 2012
Panther Capital Group August 2015 - Present
William C. Conner Educational Investment Fund August 2015 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Q Investments December 2014 - May 2015
Southwest Airlines May 2014 - August 2014
Lead Experts, LLC May 2013 - June 2013
Saccomano Academics 2011 - 2012
Mountain Pool Management 2009 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Microsoft Access, Microsoft Sharepoint, Microsoft Office, Public Speaking, SQL, Java, Teamwork, Critical Thinking, Outcome focused, Problem Solving, Final Cut Pro, Access, SharePoint
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Mathematics and Accounting double minor), 3.8
Cherry Creek High School 2008 — 2012
David Broadwell David Broadwell's J.P. Morgan Asset Management Experience April 2015 - Present
Job Investment Specialist, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management April 2015 - Present
Wells Fargo Advisors November 2014 - April 2015
The Ayco Company, L.P., Goldman Sachs April 2011 - May 2014
Key Bank July 2009 - April 2011
TD Bank April 2009 - August 2009
Strategies for Wealth April 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Finance, Asset Allocation, Financial Analysis, Retirement Planning, Insurance, Life Insurance, Financial Risk, Cash Flow, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Wealth Transfer...
Education
The College of Saint Rose 2009 — 2011
MBA, Business Administration, 3.93
The College of Saint Rose 2005 — 2009
Bachelors of Science, Business Administration
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management April 2015 - Present
Wells Fargo Advisors November 2014 - April 2015
The Ayco Company, L.P., Goldman Sachs April 2011 - May 2014
Key Bank July 2009 - April 2011
TD Bank April 2009 - August 2009
Strategies for Wealth April 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Finance, Asset Allocation, Financial Analysis, Retirement Planning, Insurance, Life Insurance, Financial Risk, Cash Flow, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Wealth Transfer...
Education
The College of Saint Rose 2009 — 2011
MBA, Business Administration, 3.93
The College of Saint Rose 2005 — 2009
Bachelors of Science, Business Administration
Jean Walshe, CFA, CAIA Jean Walshe, CFA, CAIA's J.P. Morgan Asset Management Experience 2008 - Present
Job Managing Director, J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
Rebekah Mack's J.P. Morgan Asset Management Experience June 2013 - January 2014
Job Project Manager at Q Investments
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2013 - January 2014
J.P. Morgan Chase & Co May 2012 - August 2013
TCU Office of the Chancellor August 2010 - May 2013
Davis & Gallaher Family December 2009 - May 2013
Jamie Adams & Associates October 2011 - May 2012
Pine Cove Christian Youth Camp May 2010 - December 2011
Skills
Microsoft Excel, Bloomberg Terminal, Corporate Finance, Financial Analysis, Team Leadership, Marketing, Market Research, Financial Modeling, Event Planning, Leadership, Social Media
Education
Neeley School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Christian University 2009 — 2013
J.P. Morgan Asset Management June 2013 - January 2014
J.P. Morgan Chase & Co May 2012 - August 2013
TCU Office of the Chancellor August 2010 - May 2013
Davis & Gallaher Family December 2009 - May 2013
Jamie Adams & Associates October 2011 - May 2012
Pine Cove Christian Youth Camp May 2010 - December 2011
Skills
Microsoft Excel, Bloomberg Terminal, Corporate Finance, Financial Analysis, Team Leadership, Marketing, Market Research, Financial Modeling, Event Planning, Leadership, Social Media
Education
Neeley School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Christian University 2009 — 2013
Emily Buffington's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Sales & Marketing Finance Coop at Johnson & Johnson
Industry Financial Services
Experience
Ethicon, Inc. August 2015 - Present
J.P. Morgan - Asset Management June 2015 - August 2015
Summit Financial Strategies, Inc. January 2015 - May 2015
CHAARG LLC December 2012 - July 2013
Skills
Microsoft Office, Time Management, Business Development, Project Management, PowerPoint, Managerial Skills, Team Building, Customer Service, Market Research, Management, Recruiting, Leadership, Microsoft Excel, Microsoft Word, Office Management, Teamwork, Social Networking, Marketing, Outlook, Data Analysis, Research, Sales, Facebook, Social Media, Team Leadership, Fundraising, Junxure, Portfolio Performance..., Morningstar, Financial Analysis, Financial Services, Compilation Of..., Portfolio Optimization, FX Options, Option Valuation
Education
The Ohio State University Fisher College of Business 2011 — 2015
Bachelor's Degree, Finance & Operations Management
Ethicon, Inc. August 2015 - Present
J.P. Morgan - Asset Management June 2015 - August 2015
Summit Financial Strategies, Inc. January 2015 - May 2015
CHAARG LLC December 2012 - July 2013
Skills
Microsoft Office, Time Management, Business Development, Project Management, PowerPoint, Managerial Skills, Team Building, Customer Service, Market Research, Management, Recruiting, Leadership, Microsoft Excel, Microsoft Word, Office Management, Teamwork, Social Networking, Marketing, Outlook, Data Analysis, Research, Sales, Facebook, Social Media, Team Leadership, Fundraising, Junxure, Portfolio Performance..., Morningstar, Financial Analysis, Financial Services, Compilation Of..., Portfolio Optimization, FX Options, Option Valuation
Education
The Ohio State University Fisher College of Business 2011 — 2015
Bachelor's Degree, Finance & Operations Management
April Tam April Tam's J.P. Morgan Asset Management Experience June 2014 - August 2015
Job Global Sourcing Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2015
Milliman August 2012 - February 2014
Skills
Microsoft Excel, Microsoft Office, Visual Basic, SQL, Data Analysis, Access, PowerPoint, Microsoft Word, Business Analysis, Microsoft SQL Server, Windows, OS X, Matlab, Photoshop, Project Management, Team Leadership
Education
The University of Texas at Austin 2007 — 2011
BA, Economics
Plano Senior High School 2005 — 2007
Russell Investments August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2015
Milliman August 2012 - February 2014
Skills
Microsoft Excel, Microsoft Office, Visual Basic, SQL, Data Analysis, Access, PowerPoint, Microsoft Word, Business Analysis, Microsoft SQL Server, Windows, OS X, Matlab, Photoshop, Project Management, Team Leadership
Education
The University of Texas at Austin 2007 — 2011
BA, Economics
Plano Senior High School 2005 — 2007
C.J. Haynes-Dale C.J. Haynes-Dale's J.P. Morgan Asset Management Experience July 2011 - July 2014
Job MBA Candidate, Class of 2016, Rice University Jesse H. Jones Graduate School of Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
J.P. Morgan Asset Management July 2011 - July 2014
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Portfolio construction..., Emerging Market equity..., Pitch book preparation,..., Economics, Hedge Funds, Investments, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Asset Management, Equity Research, Private Equity, Bloomberg Terminal, Fixed Income, Series 7, Emerging Markets, Capital Markets, Due Diligence, Asset Allocation, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
London School of Economics 2009 — 2009
Morgan Stanley June 2015 - August 2015
J.P. Morgan Asset Management July 2011 - July 2014
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Portfolio construction..., Emerging Market equity..., Pitch book preparation,..., Economics, Hedge Funds, Investments, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Asset Management, Equity Research, Private Equity, Bloomberg Terminal, Fixed Income, Series 7, Emerging Markets, Capital Markets, Due Diligence, Asset Allocation, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
London School of Economics 2009 — 2009
Casey Sullivan's J.P. Morgan Asset Management Experience May 2014 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2014 - Present
State Street Global Advisors March 2013 - April 2014
Bloomberg 2010 - March 2013
Puma June 2009 - July 2010
Skills
Bloomberg, Equities, Financial Analysis, Fixed Income, Microsoft Word, Microsoft Excel, Sales, Investments, Microsoft Office, CRM, PowerPoint, Spanish, Economics, Sales Prospecting, Key Account..., Excel, Word, Bloomberg Terminal
Education
Tufts University 2006 — 2010
BA, International Relations, Spanish
Suffield Academy 2002 — 2006
J.P. Morgan Asset Management May 2014 - Present
State Street Global Advisors March 2013 - April 2014
Bloomberg 2010 - March 2013
Puma June 2009 - July 2010
Skills
Bloomberg, Equities, Financial Analysis, Fixed Income, Microsoft Word, Microsoft Excel, Sales, Investments, Microsoft Office, CRM, PowerPoint, Spanish, Economics, Sales Prospecting, Key Account..., Excel, Word, Bloomberg Terminal
Education
Tufts University 2006 — 2010
BA, International Relations, Spanish
Suffield Academy 2002 — 2006
Joseph Slevin Joseph Slevin's J.P. Morgan Asset Management Experience August 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management September 2012 - July 2015
J.P. Morgan Asset Management July 2011 - August 2011
J.P. Morgan Asset Management March 2010 - April 2010
Skills
Credit, Microsoft Office, Research, Fixed Income, Financial Modeling, Bloomberg, Microsoft Excel, Asset Management, Financial Analysis
Education
CFA Institute 2013 — 2015
The University of Edinburgh 2008 — 2012
MA Honours Economics
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management September 2012 - July 2015
J.P. Morgan Asset Management July 2011 - August 2011
J.P. Morgan Asset Management March 2010 - April 2010
Skills
Credit, Microsoft Office, Research, Fixed Income, Financial Modeling, Bloomberg, Microsoft Excel, Asset Management, Financial Analysis
Education
CFA Institute 2013 — 2015
The University of Edinburgh 2008 — 2012
MA Honours Economics
Travis Donnell Travis Donnell's J.P. Morgan Asset Management Experience June 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Real Estate
Experience
J.P. Morgan Asset Management June 2014 - Present
HFF May 2013 - July 2013
Jones & Carter, Inc. August 2012 - December 2012
Hensel Phelps Construction Co. May 2012 - August 2012
Satterfield & Pontikes Construction June 2010 - July 2010
Skills
AutoCAD, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoDesk Revit, Land Surveying, Real Estate Finance &...
Education
The University of Texas at Austin 2011 — 2014
B.S. Civil Engineering & Undergraduate Real Estate Program
Texas A&M University 2009 — 2010
B.S. Civil Engineering
J.P. Morgan Asset Management June 2014 - Present
HFF May 2013 - July 2013
Jones & Carter, Inc. August 2012 - December 2012
Hensel Phelps Construction Co. May 2012 - August 2012
Satterfield & Pontikes Construction June 2010 - July 2010
Skills
AutoCAD, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoDesk Revit, Land Surveying, Real Estate Finance &...
Education
The University of Texas at Austin 2011 — 2014
B.S. Civil Engineering & Undergraduate Real Estate Program
Texas A&M University 2009 — 2010
B.S. Civil Engineering
Jake Borden Jake Borden's J.P. Morgan Asset Management Experience August 2015 - Present
Job Real Estate Analyst at JPMorgan Chase
Industry Real Estate
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan Chase September 2012 - June 2013
Syracuse University August 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
Metro Realty Corp. May 2011 - September 2011
Gentle Giant Moving Co. May 2010 - August 2010
Camp Robin Hood May 2007 - August 2009
City Sports October 2007 - January 2008
Education
Syracuse University 2009 — 2013
B.S., Information Management & Technology
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan Chase September 2012 - June 2013
Syracuse University August 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
Metro Realty Corp. May 2011 - September 2011
Gentle Giant Moving Co. May 2010 - August 2010
Camp Robin Hood May 2007 - August 2009
City Sports October 2007 - January 2008
Education
Syracuse University 2009 — 2013
B.S., Information Management & Technology
Katie Cragg's J.P. Morgan Asset Management Experience January 2015 - September 2015
Job Associate at Cleary Gottlieb Steen & Hamilton LLP; Secondee at J.P. Morgan Asset Management
Industry Legal Services
Experience
Cleary Gottlieb Steen & Hamilton LLP May 2015 - Present
J.P. Morgan Asset Management January 2015 - September 2015
Davis Polk & Wardwell LLP September 2013 - April 2015
Davis Polk & Wardwell LLP May 2012 - August 2012
Federal Deposit Insurance Corporation May 2011 - August 2011
Davis Polk & Wardwell June 2008 - August 2010
Scottish Parliament September 2006 - May 2007
Skills
Dodd-Frank, Corporate Law, Banking, Financial Regulation, Policy Analysis, Securities, Legal Writing, Securities Regulation, Volcker Rule, Banking Law, Courts, Corporate Governance, Commercial Litigation, Public Policy, Intellectual Property, Legislation, Legislative Relations, Due Diligence
Education
University of Virginia School of Law 2010 — 2013
JD, Law
Wesleyan University 2004 — 2008
BA, Government
The University of Edinburgh 2006 — 2007
Study Abroad, Government
Detroit Country Day School 2002 — 2004
High School
Cleary Gottlieb Steen & Hamilton LLP May 2015 - Present
J.P. Morgan Asset Management January 2015 - September 2015
Davis Polk & Wardwell LLP September 2013 - April 2015
Davis Polk & Wardwell LLP May 2012 - August 2012
Federal Deposit Insurance Corporation May 2011 - August 2011
Davis Polk & Wardwell June 2008 - August 2010
Scottish Parliament September 2006 - May 2007
Skills
Dodd-Frank, Corporate Law, Banking, Financial Regulation, Policy Analysis, Securities, Legal Writing, Securities Regulation, Volcker Rule, Banking Law, Courts, Corporate Governance, Commercial Litigation, Public Policy, Intellectual Property, Legislation, Legislative Relations, Due Diligence
Education
University of Virginia School of Law 2010 — 2013
JD, Law
Wesleyan University 2004 — 2008
BA, Government
The University of Edinburgh 2006 — 2007
Study Abroad, Government
Detroit Country Day School 2002 — 2004
High School
Oscar Casanova's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2015 - Present
J.P. Morgan Asset Management May 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - July 2014
Deloitte Financial Advisory Services January 2014 - March 2014
UTEP Office of Alumni Relations April 2012 - December 2013
UTEP University Career Center December 2012 - October 2013
Eli Lilly and Company May 2013 - August 2013
FMA Investors August 2012 - May 2013
UTEP Department of Residence Life August 2012 - December 2012
UTEP Department of Residence Life December 2011 - August 2012
Skills
Financial Analysis, Leadership, Public Speaking, Accounting, Investments, Financial Modeling, Microsoft Excel, Business Analysis, Leadership Development, High Organizational..., Time Management, PowerPoint development, Team Leadership, Communication, Financial Monitoring, Quantitative Finance, Alternative Investments, DCF Valuation, Bloomberg Terminal, Capital Markets, Capital IQ, PowerPoint
Education
The University of Texas at El Paso 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics, Senior
RBC Capital Markets May 2015 - Present
J.P. Morgan Asset Management May 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - July 2014
Deloitte Financial Advisory Services January 2014 - March 2014
UTEP Office of Alumni Relations April 2012 - December 2013
UTEP University Career Center December 2012 - October 2013
Eli Lilly and Company May 2013 - August 2013
FMA Investors August 2012 - May 2013
UTEP Department of Residence Life August 2012 - December 2012
UTEP Department of Residence Life December 2011 - August 2012
Skills
Financial Analysis, Leadership, Public Speaking, Accounting, Investments, Financial Modeling, Microsoft Excel, Business Analysis, Leadership Development, High Organizational..., Time Management, PowerPoint development, Team Leadership, Communication, Financial Monitoring, Quantitative Finance, Alternative Investments, DCF Valuation, Bloomberg Terminal, Capital Markets, Capital IQ, PowerPoint
Education
The University of Texas at El Paso 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics, Senior
Caleb Hogan's J.P. Morgan Asset Management Experience May 2014 - Present
Job Research Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2014 - Present
JPMorgan July 2011 - April 2014
Tulane University January 2011 - May 2011
Tulane University August 2010 - December 2010
Skills
Equities, Investments, Portfolio Management, Bloomberg, Equity Research, Banking, Finance, Research, Valuation, Financial Modeling, Asset Managment, Financial Analysis, Bloomberg Terminal
Education
Tulane University 2007 — 2011
BSM, Finance, Mathematics
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance
Fontainebleau High School 2002 — 2006
J.P. Morgan Asset Management May 2014 - Present
JPMorgan July 2011 - April 2014
Tulane University January 2011 - May 2011
Tulane University August 2010 - December 2010
Skills
Equities, Investments, Portfolio Management, Bloomberg, Equity Research, Banking, Finance, Research, Valuation, Financial Modeling, Asset Managment, Financial Analysis, Bloomberg Terminal
Education
Tulane University 2007 — 2011
BSM, Finance, Mathematics
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance
Fontainebleau High School 2002 — 2006
Rosie McGinley's J.P. Morgan Asset Management Experience November 1996 - January 2002
Job Investment Specialist at Foundations Financial Partners, LLC
Industry Financial Services
Experience
Foundations Financial Partners, LLC November 2013 - Present
First Keystone Community Bank 2011 - 2012
Morgan Stanley Wealth Management January 2007 - August 2011
Legacy Planning, Inc. May 2004 - January 2007
J.P. Morgan Asset Management November 1996 - January 2002
Oppenheimer & Co. November 1993 - February 1996
Skills
Mutual Funds, Portfolio Management, Financial Services, Finance, Series 63, Sales, Marketing, Marketing Communications, Life Insurance, Fixed Annuities, Strategy, Capital Markets, Securities, Series 7, Investments, Annuities, Relationship Management, Wealth Management, Asset Management
Education
Temple University 1988 — 1991
Bachelor of Business Administration (B.B.A.), International Business
Northampton High school
Foundations Financial Partners, LLC November 2013 - Present
First Keystone Community Bank 2011 - 2012
Morgan Stanley Wealth Management January 2007 - August 2011
Legacy Planning, Inc. May 2004 - January 2007
J.P. Morgan Asset Management November 1996 - January 2002
Oppenheimer & Co. November 1993 - February 1996
Skills
Mutual Funds, Portfolio Management, Financial Services, Finance, Series 63, Sales, Marketing, Marketing Communications, Life Insurance, Fixed Annuities, Strategy, Capital Markets, Securities, Series 7, Investments, Annuities, Relationship Management, Wealth Management, Asset Management
Education
Temple University 1988 — 1991
Bachelor of Business Administration (B.B.A.), International Business
Northampton High school
Pagmajav Myagmarkhuu Pagmajav Myagmarkhuu's J.P. Morgan Asset Management Experience January 2015 - Present
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
The Ohio State University August 2012 - December 2014
SEPHORA November 2013 - January 2014
Millennium Challenge Account Mongolia June 2013 - August 2013
Asiatique Bistro and Lounge June 2011 - December 2011
Skills
PowerPoint, Customer Service, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Windows, Access, Event Planning, Public Speaking, Editing
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor’s Degree, B.S. Finance
J.P. Morgan Asset Management January 2015 - Present
The Ohio State University August 2012 - December 2014
SEPHORA November 2013 - January 2014
Millennium Challenge Account Mongolia June 2013 - August 2013
Asiatique Bistro and Lounge June 2011 - December 2011
Skills
PowerPoint, Customer Service, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Windows, Access, Event Planning, Public Speaking, Editing
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor’s Degree, B.S. Finance
Kate Morgan Kate Morgan's J.P. Morgan Asset Management Experience June 2012 - July 2014
Job Account Executive
Industry Financial Services
Experience
Fundera January 2015 - Present
J.P. Morgan July 2014 - December 2014
J.P. Morgan Asset Management June 2012 - July 2014
Global Platinum Securities February 2009 - December 2011
The Davis Center for Portfolio Management January 2009 - December 2011
J.P. Morgan June 2011 - August 2011
RBS Sempra Commodities May 2010 - August 2010
Skills
Bloomberg Terminal, Music Industry, Microsoft Excel, PowerPoint, Adobe Acrobat, Python, Financial Analysis, Financial Modeling, Asset Allocation, Wealth Management, Statistics, Hedge Funds, Series 7, Series 63, Investment Management, Bloomberg, Finance
Education
Universidad Pablo de Olavide 2010 — 2011
Spanish, International Studies
University of Dayton 2008 — 2011
Bachelor of Science (BS), Finance and Decision Sciences
Fundera January 2015 - Present
J.P. Morgan July 2014 - December 2014
J.P. Morgan Asset Management June 2012 - July 2014
Global Platinum Securities February 2009 - December 2011
The Davis Center for Portfolio Management January 2009 - December 2011
J.P. Morgan June 2011 - August 2011
RBS Sempra Commodities May 2010 - August 2010
Skills
Bloomberg Terminal, Music Industry, Microsoft Excel, PowerPoint, Adobe Acrobat, Python, Financial Analysis, Financial Modeling, Asset Allocation, Wealth Management, Statistics, Hedge Funds, Series 7, Series 63, Investment Management, Bloomberg, Finance
Education
Universidad Pablo de Olavide 2010 — 2011
Spanish, International Studies
University of Dayton 2008 — 2011
Bachelor of Science (BS), Finance and Decision Sciences
Molly Haggerty's J.P. Morgan Asset Management Experience September 2014 - Present
Job Events Marketing Analyst, J.P. Morgan Asset Management
Industry Events Services
Experience
J.P. Morgan Asset Management September 2014 - Present
J.P. Morgan June 2014 - September 2014
Mary Bradley Events December 2011 - June 2014
Villanova University August 2013 - May 2014
Villanova University May 2012 - May 2014
YMCA June 2011 - September 2011
Hopewell Valley Youth Advisory Committee 2005 - 2010
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Market Research, Environmental Science, Public Speaking, GIS, Event Management, Assistant Teaching, Fundraising, Data Analysis, Groundwater, Spanish, Access, Social Media, Blogging, Project Coordination
Education
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Hopewell Valley Central High School 2006 — 2010
Universidad San Francisco de Quito
Environmental Science
J.P. Morgan Asset Management September 2014 - Present
J.P. Morgan June 2014 - September 2014
Mary Bradley Events December 2011 - June 2014
Villanova University August 2013 - May 2014
Villanova University May 2012 - May 2014
YMCA June 2011 - September 2011
Hopewell Valley Youth Advisory Committee 2005 - 2010
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Market Research, Environmental Science, Public Speaking, GIS, Event Management, Assistant Teaching, Fundraising, Data Analysis, Groundwater, Spanish, Access, Social Media, Blogging, Project Coordination
Education
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Hopewell Valley Central High School 2006 — 2010
Universidad San Francisco de Quito
Environmental Science
Michael W. Kearney, Jr.'s J.P. Morgan Asset Management Experience February 2010 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2010 - Present
Skills
Series 7, Financial Modeling, Fixed Income, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA)
J.P. Morgan Asset Management February 2010 - Present
Skills
Series 7, Financial Modeling, Fixed Income, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA)
Stuart Sharp's J.P. Morgan Asset Management Experience September 2014 - Present
Job Real Estate Insurance Associate at J.P. Morgan Asset Management
Industry Real Estate
Experience
J.P. Morgan Asset Management September 2014 - Present
Education
Texas A&M University 2009 — 2013
Bachelor's Degree, Finance
J.P. Morgan Asset Management September 2014 - Present
Education
Texas A&M University 2009 — 2013
Bachelor's Degree, Finance
Thomas Le, CFA's J.P. Morgan Asset Management Experience July 2008 - July 2011
Job Equity Research Analyst at Kings Point Capital Management
Industry Investment Management
Experience
Kings Point Capital Management April 2014 - Present
Credit Suisse November 2013 - March 2014
Lazard Capital Markets August 2011 - October 2013
J.P. Morgan Asset Management July 2008 - July 2011
Skills
Equity Research, Financial Modeling, Equities, Valuation, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2007
Finance, BBA with High Honors
Kings Point Capital Management April 2014 - Present
Credit Suisse November 2013 - March 2014
Lazard Capital Markets August 2011 - October 2013
J.P. Morgan Asset Management July 2008 - July 2011
Skills
Equity Research, Financial Modeling, Equities, Valuation, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2007
Finance, BBA with High Honors
Kevin Perotti's J.P. Morgan Asset Management Experience November 2007 - Present
Job Internal Client Advisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management November 2007 - Present
JP Morgan November 2002 - November 2007
Skills
Series 7, Asset Management, Securities, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Fixed Income
Education
The Ohio State University 1987 — 1993
J.P. Morgan Asset Management November 2007 - Present
JP Morgan November 2002 - November 2007
Skills
Series 7, Asset Management, Securities, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Fixed Income
Education
The Ohio State University 1987 — 1993
Joey Mako Joey Mako's J.P. Morgan Asset Management Experience July 2015 - Present
Job Operations
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2013 - Present
Fifth Third Bank July 2011 - July 2013
Young's Jersey Dairy Inc. April 2008 - September 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Finance, Finance, Accounting, Economics, Roman History
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2013 - Present
Fifth Third Bank July 2011 - July 2013
Young's Jersey Dairy Inc. April 2008 - September 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Finance, Finance, Accounting, Economics, Roman History
Emily Votaw Emily Votaw's J.P. Morgan Asset Management Experience 2011 - 2011
Job Senior Compliance Analyst at VALIC
Industry Financial Services
Experience
J.P. Morgan Asset Management 2011 - 2011
J.P. Morgan Asset Management 2009 - 2010
J.P. Morgan Asset Management 2007 - 2009
Skills
Investments, Series 7, Series 63, Equities, Asset Management, Mutual Funds, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
BBA, Finance
J.P. Morgan Asset Management 2011 - 2011
J.P. Morgan Asset Management 2009 - 2010
J.P. Morgan Asset Management 2007 - 2009
Skills
Investments, Series 7, Series 63, Equities, Asset Management, Mutual Funds, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
BBA, Finance
Debi Lynch Debi Lynch's J.P. Morgan Asset Management Experience September 2011 - March 2014
Job Chief Marketing Officer, Financial Services and Financial Tech
Industry Financial Services
Experience
Motif Investing February 2015 - Present
J.P. Morgan Asset Management September 2011 - March 2014
BlackRock December 2009 - April 2011
Barclays Global Investors August 2006 - December 2009
Wells Fargo November 2004 - July 2006
Wells Fargo March 2003 - November 2004
Charles Schwab 2002 - 2002
Wal-Mart 2000 - 2001
PlanetRx.com January 1999 - June 2000
Levi Strauss & Co. 1998 - 1998
Skills
CRM, Strategy, Management, Product Marketing, Product Management, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Program Management, Fixed Income, Financial Advisory, Financial Services, Strategic Thinking, Corporate Branding, Talent Acquisition, Hedge Funds, B2B Marketing, Marketing, Strategic Partnerships
Education
UCLA Anderson School of Management
MBA, Marketing and Strategy
University of Pennsylvania
BA, Economics, English minor
Motif Investing February 2015 - Present
J.P. Morgan Asset Management September 2011 - March 2014
BlackRock December 2009 - April 2011
Barclays Global Investors August 2006 - December 2009
Wells Fargo November 2004 - July 2006
Wells Fargo March 2003 - November 2004
Charles Schwab 2002 - 2002
Wal-Mart 2000 - 2001
PlanetRx.com January 1999 - June 2000
Levi Strauss & Co. 1998 - 1998
Skills
CRM, Strategy, Management, Product Marketing, Product Management, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Program Management, Fixed Income, Financial Advisory, Financial Services, Strategic Thinking, Corporate Branding, Talent Acquisition, Hedge Funds, B2B Marketing, Marketing, Strategic Partnerships
Education
UCLA Anderson School of Management
MBA, Marketing and Strategy
University of Pennsylvania
BA, Economics, English minor
Chad Hoover, CFP®, CIMA® Chad Hoover, CFP®, CIMA®'s J.P. Morgan Asset Management Experience January 2012 - March 2013
Job Vice President Investment Product Specialist at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - June 2015
J.P. Morgan Asset Management January 2012 - March 2013
J.P. Morgan Asset Management March 2005 - January 2012
J.P. Morgan Asset Management April 2004 - March 2005
J.P. Morgan Asset Management January 2003 - April 2004
Education
The Ohio State University
Bachelor of Science - Human Ecology, Financial Planning
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - June 2015
J.P. Morgan Asset Management January 2012 - March 2013
J.P. Morgan Asset Management March 2005 - January 2012
J.P. Morgan Asset Management April 2004 - March 2005
J.P. Morgan Asset Management January 2003 - April 2004
Education
The Ohio State University
Bachelor of Science - Human Ecology, Financial Planning
Eric Borsoni, CIMA® Eric Borsoni, CIMA®'s J.P. Morgan Asset Management Experience September 2010 - June 2014
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
U.S. Marine Corps 1992 - Present
J.P. Morgan Asset Management September 2010 - June 2014
RydexSGI October 2003 - September 2010
Merrill Lynch 2000 - 2002
Skills
Asset Allocation, Investment Management, Mutual Funds, Training Management, Series 7, Series 63, Asset Managment, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, ETFs, Risk Management, Investment Strategies, Investment Advisory, Strategy, Retirement, Securities, Commodity, Asset Management, Financial Markets, Hedge Funds, Fixed Income, Separately Managed..., Bonds, 401k, Financial Services, Finance, Financial Advisory, FINRA, Series 24, Retirement Planning, Financial Analysis, Trading
Education
University of Oklahoma 1998 — 2000
MA, Economics
The Ohio State University 1988 — 1992
BA, National Security Policy
Nuveen Investments June 2014 - Present
U.S. Marine Corps 1992 - Present
J.P. Morgan Asset Management September 2010 - June 2014
RydexSGI October 2003 - September 2010
Merrill Lynch 2000 - 2002
Skills
Asset Allocation, Investment Management, Mutual Funds, Training Management, Series 7, Series 63, Asset Managment, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, ETFs, Risk Management, Investment Strategies, Investment Advisory, Strategy, Retirement, Securities, Commodity, Asset Management, Financial Markets, Hedge Funds, Fixed Income, Separately Managed..., Bonds, 401k, Financial Services, Finance, Financial Advisory, FINRA, Series 24, Retirement Planning, Financial Analysis, Trading
Education
University of Oklahoma 1998 — 2000
MA, Economics
The Ohio State University 1988 — 1992
BA, National Security Policy
Robert Keenan's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Associate Consultant at Oracle
Industry Financial Services
Experience
Oracle June 2015 - Present
J.P. Morgan Asset Management May 2014 - August 2014
Interfraternity Council December 2012 - December 2013
LightWild May 2012 - August 2012
Skills
Leadership, Microsoft Office, Access, Microsoft Excel, Financial Analysis, PowerPoint, Marketing, Microsoft Word, Strategic Planning, Customer Service, Accounting, Teamwork, Data Analysis, Sales, Social Media, Process Improvement, Research, Public Speaking, Budgets, Time Management
Education
University of Kansas 2011 — 2015
Bachelor of Science (B.S.), Finance
Rockhurst High School 2008 — 2011
Oracle June 2015 - Present
J.P. Morgan Asset Management May 2014 - August 2014
Interfraternity Council December 2012 - December 2013
LightWild May 2012 - August 2012
Skills
Leadership, Microsoft Office, Access, Microsoft Excel, Financial Analysis, PowerPoint, Marketing, Microsoft Word, Strategic Planning, Customer Service, Accounting, Teamwork, Data Analysis, Sales, Social Media, Process Improvement, Research, Public Speaking, Budgets, Time Management
Education
University of Kansas 2011 — 2015
Bachelor of Science (B.S.), Finance
Rockhurst High School 2008 — 2011
Alixe Ryan Alixe Ryan's J.P. Morgan Asset Management Experience June 2010 - August 2010
Job Investor Relations Associate at Denham Capital
Industry Venture Capital & Private Equity
Experience
Denham Capital September 2013 - Present
White Rhino Trading / Blueshift Capital Group August 2011 - October 2013
J.P. Morgan Asset Management June 2010 - August 2010
U.S. House of Representatives 2006 - 2006
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Microsoft Office, Financial Modeling, Analysis, Financial Analysis, Valuation, Investor Relations, Investments, Private Equity, Due Diligence, Bloomberg, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Finance, Psychology
The International School - Innsbruck, Austria 2009 — 2009
Study Abroad Program
Denham Capital September 2013 - Present
White Rhino Trading / Blueshift Capital Group August 2011 - October 2013
J.P. Morgan Asset Management June 2010 - August 2010
U.S. House of Representatives 2006 - 2006
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Microsoft Office, Financial Modeling, Analysis, Financial Analysis, Valuation, Investor Relations, Investments, Private Equity, Due Diligence, Bloomberg, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Finance, Psychology
The International School - Innsbruck, Austria 2009 — 2009
Study Abroad Program
Angelo Gutierrez Angelo Gutierrez's J.P. Morgan Asset Management Experience January 2015 - Present
Job Financial Advisor Services J.P Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management November 2013 - Present
Northwestern Mutual Financial Network, The Kemelgor Financial Group January 2013 - November 2013
Fifth Third Bank August 2009 - December 2012
Hoggy's Restaurants and Catering November 2009 - August 2010
Casa Sazon Latin Deli April 2009 - September 2009
El Arepazo June 2008 - September 2008
Skills
Microsoft Office..., PowerPoint, Public Speaking, Customer Service, Team Building, Sales, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Outlook, Financial Analysis, Risk Management, Finance, Spanish
Education
The Ohio State University 2011 — 2013
International Studies, World Economy and Business
Columbus State Community College 2008 — 2011
Associate's degree, Business Management
kilbourne high school
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management November 2013 - Present
Northwestern Mutual Financial Network, The Kemelgor Financial Group January 2013 - November 2013
Fifth Third Bank August 2009 - December 2012
Hoggy's Restaurants and Catering November 2009 - August 2010
Casa Sazon Latin Deli April 2009 - September 2009
El Arepazo June 2008 - September 2008
Skills
Microsoft Office..., PowerPoint, Public Speaking, Customer Service, Team Building, Sales, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Outlook, Financial Analysis, Risk Management, Finance, Spanish
Education
The Ohio State University 2011 — 2013
International Studies, World Economy and Business
Columbus State Community College 2008 — 2011
Associate's degree, Business Management
kilbourne high school
Tyler Hesselbein Tyler Hesselbein's J.P. Morgan Asset Management Experience March 2015 - Present
Job Business Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Robert Half Management Resources August 2014 - March 2015
Access Macquarie Ltd June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, English, Teamwork, Microsoft Word, Time Management, Leadership, Customer Service
Education
The Ohio State University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
J.P. Morgan Asset Management March 2015 - Present
Robert Half Management Resources August 2014 - March 2015
Access Macquarie Ltd June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, English, Teamwork, Microsoft Word, Time Management, Leadership, Customer Service
Education
The Ohio State University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Stephen Sprouse Stephen Sprouse's J.P. Morgan Asset Management Experience September 2015 - Present
Job GWM CLT Analyst at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase & Co. February 2013 - September 2015
Ziegler June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
The Ohio State University 2009 — 2012
Bachelor of Science in Business Administration, Economics in Business
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase & Co. February 2013 - September 2015
Ziegler June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
The Ohio State University 2009 — 2012
Bachelor of Science in Business Administration, Economics in Business
Sonya Lipkina Sonya Lipkina's J.P. Morgan Asset Management Experience July 2013 - Present
Job Associate Project Manager at JPMorgan Funds Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management February 2013 - July 2013
J.P. Morgan August 2012 - February 2013
J.P. Morgan Asset Management February 2012 - July 2012
J.P. Morgan Asset Management July 2011 - February 2012
Skills
Project Management, Business Process..., Leadership, Training & Development, Mutual Funds, Institutional..., Business Analysis, Finance, Microsoft Office, SharePoint, Enterprise Content..., CRM
Education
The Ohio State University Fisher College of Business 2008 — 2011
Bachelor's Degree, Marketing, Logistics
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management February 2013 - July 2013
J.P. Morgan August 2012 - February 2013
J.P. Morgan Asset Management February 2012 - July 2012
J.P. Morgan Asset Management July 2011 - February 2012
Skills
Project Management, Business Process..., Leadership, Training & Development, Mutual Funds, Institutional..., Business Analysis, Finance, Microsoft Office, SharePoint, Enterprise Content..., CRM
Education
The Ohio State University Fisher College of Business 2008 — 2011
Bachelor's Degree, Marketing, Logistics
Nhung (Ali) Dang-Ngoc's J.P. Morgan Asset Management Experience July 2015 - Present
Job Student at The College of Idaho
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
J.P. Morgan June 2014 - June 2014
Clearwater Analytics June 2013 - December 2013
The College of Idaho August 2012 - November 2013
Vietnam Academy of Social Sciences May 2012 - September 2013
Aon Risk Solutions May 2010 - November 2010
Skills
Data Analysis, Statistics, Microsoft Excel, Research, Bloomberg Terminal, R, Access, Accounting, Event Planning, Recruiting
Education
The College of Idaho 2011 — 2015
Bachelor's Degree, Business Administration & Studio Art
Verde Valley School 2009 — 2011
International Baccalaureate Diploma
Foreign Language Specialized School - Vietnam National University 2007 — 2009
High School Diploma, English
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
J.P. Morgan June 2014 - June 2014
Clearwater Analytics June 2013 - December 2013
The College of Idaho August 2012 - November 2013
Vietnam Academy of Social Sciences May 2012 - September 2013
Aon Risk Solutions May 2010 - November 2010
Skills
Data Analysis, Statistics, Microsoft Excel, Research, Bloomberg Terminal, R, Access, Accounting, Event Planning, Recruiting
Education
The College of Idaho 2011 — 2015
Bachelor's Degree, Business Administration & Studio Art
Verde Valley School 2009 — 2011
International Baccalaureate Diploma
Foreign Language Specialized School - Vietnam National University 2007 — 2009
High School Diploma, English
Chido Tendayi Chido Tendayi's J.P. Morgan Asset Management Experience June 2015 - Present
Job Financial Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management June 2015 - Present
Fox School of Business, Dean’s Office May 2014 - May 2015
Intensive English Learning Program May 2014 - August 2014
Temple University August 2011 - June 2014
Temple University Housing and Residential Life August 2012 - May 2014
Temple University Undergraduate Admissions March 2012 - May 2014
Clifton Primary School February 2011 - July 2011
Kumon January 2011 - July 2011
Skills
Motivational Speaker, Team Building, Leadership Development, Public Speaking, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Microsoft Excel, Critical Thinking, Non-profits, Event Planning, Motivational Speaking, Program Management, Teaching, Press Releases
Education
Temple University - Fox School of Business and Management 2011 — 2015
BA, Finance and Economics
Girls' College 2005 — 2010
A-Level, Business Studies, Accounts, Geography
Gateway Primary School, Clifton Primary School, Girls' College 2002 — 2004
J.P. Morgan Asset Management June 2015 - Present
Fox School of Business, Dean’s Office May 2014 - May 2015
Intensive English Learning Program May 2014 - August 2014
Temple University August 2011 - June 2014
Temple University Housing and Residential Life August 2012 - May 2014
Temple University Undergraduate Admissions March 2012 - May 2014
Clifton Primary School February 2011 - July 2011
Kumon January 2011 - July 2011
Skills
Motivational Speaker, Team Building, Leadership Development, Public Speaking, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Microsoft Excel, Critical Thinking, Non-profits, Event Planning, Motivational Speaking, Program Management, Teaching, Press Releases
Education
Temple University - Fox School of Business and Management 2011 — 2015
BA, Finance and Economics
Girls' College 2005 — 2010
A-Level, Business Studies, Accounts, Geography
Gateway Primary School, Clifton Primary School, Girls' College 2002 — 2004
Mayra Cardoso's J.P. Morgan Asset Management Experience July 2015 - Present
Job Client Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
Vector Marketing Corporation June 2008 - September 2008
Cape Verdean Jewish Seder Planning Committee September 2007 - April 2008
Skills
Public Speaking, Marketing, Management, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Finance, Social Media, Social Networking, Proposal Writing, Budgets, Sales, Tutoring, Research, Microsoft Word, Data Analysis, Event Planning
Education
Boston College, Carroll School of Management 2008 — 2012
Bachelor of Science, Finance
The American University of Rome 2011 — 2011
Immersive Study Abroad Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
Vector Marketing Corporation June 2008 - September 2008
Cape Verdean Jewish Seder Planning Committee September 2007 - April 2008
Skills
Public Speaking, Marketing, Management, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Finance, Social Media, Social Networking, Proposal Writing, Budgets, Sales, Tutoring, Research, Microsoft Word, Data Analysis, Event Planning
Education
Boston College, Carroll School of Management 2008 — 2012
Bachelor of Science, Finance
The American University of Rome 2011 — 2011
Immersive Study Abroad Experience
Garrett Leahy's J.P. Morgan Asset Management Experience December 2014 - Present
Job Shareholder Services Associate at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Victoria's Secret PINK October 2013 - December 2014
Sears Holdings Corporation June 2012 - October 2013
The Ohio State University June 2011 - June 2012
The Ohio State University September 2008 - June 2012
The Ohio State University September 2009 - October 2011
Shop 'n Save June 2010 - December 2010
Sunset Lakes Golf Club April 2006 - September 2010
Skills
Chinese, MicroStrategy, Customer Service, Data Analysis, Strategy, Ad Hoc Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Public Speaking, Leadership, Analysis, SAP, JDA, Inventory Management, Teamwork
Education
The Ohio State University 2008 — 2012
BS, Business Administration
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Chinese Language and Literature
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Bachelor of Arts in East Asian Languages and Lit., Finance, Chinese
Saint Louis University High 2004 — 2008
High School Diploma
J.P. Morgan Asset Management December 2014 - Present
Victoria's Secret PINK October 2013 - December 2014
Sears Holdings Corporation June 2012 - October 2013
The Ohio State University June 2011 - June 2012
The Ohio State University September 2008 - June 2012
The Ohio State University September 2009 - October 2011
Shop 'n Save June 2010 - December 2010
Sunset Lakes Golf Club April 2006 - September 2010
Skills
Chinese, MicroStrategy, Customer Service, Data Analysis, Strategy, Ad Hoc Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Public Speaking, Leadership, Analysis, SAP, JDA, Inventory Management, Teamwork
Education
The Ohio State University 2008 — 2012
BS, Business Administration
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Chinese Language and Literature
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Bachelor of Arts in East Asian Languages and Lit., Finance, Chinese
Saint Louis University High 2004 — 2008
High School Diploma
Matthew Heintz, CFA Matthew Heintz, CFA's J.P. Morgan Asset Management Experience April 2013 - Present
Job Client Advisor, Global Insurance Solutions at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2013 - Present
Cardinal Investment Advisors January 2004 - March 2013
Edward Jones January 2001 - January 2004
Skills
Investment Advisory, Fixed Income, Investment Management, Institutional..., Asset Managment, Investment Strategies, Asset Allocation, Insurance, Asset Management, Hedge Funds, Series 7
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 2000
Economics
J.P. Morgan Asset Management April 2013 - Present
Cardinal Investment Advisors January 2004 - March 2013
Edward Jones January 2001 - January 2004
Skills
Investment Advisory, Fixed Income, Investment Management, Institutional..., Asset Managment, Investment Strategies, Asset Allocation, Insurance, Asset Management, Hedge Funds, Series 7
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 2000
Economics
Daniel Radosevich, CRPC® Daniel Radosevich, CRPC®'s J.P. Morgan Asset Management Experience January 2012 - October 2014
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Michael B. Rosen's J.P. Morgan Asset Management Experience April 2011 - August 2015
Job Corporate Access
Industry Financial Services
Experience
UBS Investment Bank August 2015 - Present
J.P. Morgan Asset Management April 2011 - August 2015
Morgan Joseph TriArtisan LLC October 2009 - April 2011
Fox School of Business at Temple University January 2009 - June 2009
Citigroup May 2004 - January 2009
Education
University of Michigan 2000 — 2004
Bachelor’s Degree, Political Science, Spanish
Temple University - Fox School of Business and Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance
Spanish-American Institute - Seville, Spain 2003 — 2003
Credits toward B.A., Spanish
UBS Investment Bank August 2015 - Present
J.P. Morgan Asset Management April 2011 - August 2015
Morgan Joseph TriArtisan LLC October 2009 - April 2011
Fox School of Business at Temple University January 2009 - June 2009
Citigroup May 2004 - January 2009
Education
University of Michigan 2000 — 2004
Bachelor’s Degree, Political Science, Spanish
Temple University - Fox School of Business and Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance
Spanish-American Institute - Seville, Spain 2003 — 2003
Credits toward B.A., Spanish
Scott Birne Scott Birne's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Analyst Real Estate Asset Management at J.P. Morgan
Industry Commercial Real Estate
Experience
J.P. Morgan Asset Management May 2014 - August 2014
The Retail Connection May 2013 - December 2013
Chapwood Capital Investment Management June 2012 - August 2012
Dallas Cowboys July 2011 - August 2011
Greenhill School May 2010 - May 2011
Greenhill School August 2009 - May 2011
Dallas Cowboys April 2009 - January 2011
Skills
Microsoft Office, InDesign, Photoshop, Social Media, Research, Writing, Editing, Media Production, Interviews, Public Speaking, Spanish, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Economics with Honors, 3.8
J.P. Morgan Asset Management May 2014 - August 2014
The Retail Connection May 2013 - December 2013
Chapwood Capital Investment Management June 2012 - August 2012
Dallas Cowboys July 2011 - August 2011
Greenhill School May 2010 - May 2011
Greenhill School August 2009 - May 2011
Dallas Cowboys April 2009 - January 2011
Skills
Microsoft Office, InDesign, Photoshop, Social Media, Research, Writing, Editing, Media Production, Interviews, Public Speaking, Spanish, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Economics with Honors, 3.8
Daniel F. Tortora's J.P. Morgan Asset Management Experience July 2009 - November 2012
Job Senior Associate at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic August 2015 - Present
Moelis & Company October 2014 - August 2015
Greenhill & Co. January 2013 - October 2014
J.P. Morgan Asset Management July 2009 - November 2012
Tudor Investment Corporation May 2007 - August 2007
Skills
Private Equity, Institutional Sales, Business Development, Investor Relations, Asset Management, Portfolio Management, Real Estate, Private Placements, Alternative Investments, Project Management, Series 7, Due Diligence, Hedge Funds, Venture Capital, Series 63, Institutional...
Education
University of Virginia 2005 — 2009
B.A., Economics, 3.76
Universitat Pompeu Fabra 2008 — 2008
General Atlantic August 2015 - Present
Moelis & Company October 2014 - August 2015
Greenhill & Co. January 2013 - October 2014
J.P. Morgan Asset Management July 2009 - November 2012
Tudor Investment Corporation May 2007 - August 2007
Skills
Private Equity, Institutional Sales, Business Development, Investor Relations, Asset Management, Portfolio Management, Real Estate, Private Placements, Alternative Investments, Project Management, Series 7, Due Diligence, Hedge Funds, Venture Capital, Series 63, Institutional...
Education
University of Virginia 2005 — 2009
B.A., Economics, 3.76
Universitat Pompeu Fabra 2008 — 2008
W. Cody Warrick's J.P. Morgan Asset Management Experience May 2014 - June 2015
Job Licensed Real Estate Agent
Industry Real Estate
Experience
Blackshear Realty, LLC June 2015 - Present
J.P. Morgan Asset Management May 2014 - June 2015
Texas Air National Guard June 2008 - June 2014
Berry Aviation, Inc September 2012 - April 2014
Berry Aviation, Inc January 2011 - September 2012
Goin' Bananas Playnasium November 2007 - August 2008
Skills
Microsoft Office, Financial Analysis, Team Leadership, Financial Modeling, Management, Time Management, Accounting, Portfolio Management, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Aircraft, Analysis, Access, Finance, PowerPoint
Education
Texas State University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Blackshear Realty, LLC June 2015 - Present
J.P. Morgan Asset Management May 2014 - June 2015
Texas Air National Guard June 2008 - June 2014
Berry Aviation, Inc September 2012 - April 2014
Berry Aviation, Inc January 2011 - September 2012
Goin' Bananas Playnasium November 2007 - August 2008
Skills
Microsoft Office, Financial Analysis, Team Leadership, Financial Modeling, Management, Time Management, Accounting, Portfolio Management, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Aircraft, Analysis, Access, Finance, PowerPoint
Education
Texas State University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
David Stubbs, FRM CMT David Stubbs, FRM CMT's J.P. Morgan Asset Management Experience September 2014 - Present
Job Global Macro Strategist at J.P. Morgan Asset Management
Industry Research
Experience
J.P. Morgan Asset Management September 2014 - Present
MRB - The Macro Research Board August 2013 - August 2014
Heitman Asset Management October 2012 - August 2013
Roubini Global Economics February 2012 - October 2012
The New School January 2012 - May 2012
UN-DESA April 2011 - January 2012
Roubini Global Economics October 2010 - April 2011
Advisory Committee For Investment Responsibility September 2010 - April 2011
Schwartz Center for Economic Policy Analysis August 2009 - April 2011
The New School for Social Research Economics Department January 2009 - December 2009
Skills
Stata, Macroeconomics, Economics, Microsoft Excel, Bloomberg Terminal, Financial Economics, Econometrics, Quantitative Analytics, SAS, Statistics, Eviews, Research, Economic Research, Data Analysis, SPSS, Financial Modeling, R, Policy Analysis, Analysis, Qualitative Research, Matlab, Options, International Relations, Corporate Finance, Capital Markets, Emerging Markets, Portfolio Management, VBA, Investments, International Economics, Finance, Financial Markets
Education
New School University 2008 — 2012
PhD, Economics
The London School of Economics 2003 — 2004
Master of Science, International Political Economy
University of Birmingham 2000 — 2003
Bachelor of Science (with Hons), Joint Hons, Economics and Politics
J.P. Morgan Asset Management September 2014 - Present
MRB - The Macro Research Board August 2013 - August 2014
Heitman Asset Management October 2012 - August 2013
Roubini Global Economics February 2012 - October 2012
The New School January 2012 - May 2012
UN-DESA April 2011 - January 2012
Roubini Global Economics October 2010 - April 2011
Advisory Committee For Investment Responsibility September 2010 - April 2011
Schwartz Center for Economic Policy Analysis August 2009 - April 2011
The New School for Social Research Economics Department January 2009 - December 2009
Skills
Stata, Macroeconomics, Economics, Microsoft Excel, Bloomberg Terminal, Financial Economics, Econometrics, Quantitative Analytics, SAS, Statistics, Eviews, Research, Economic Research, Data Analysis, SPSS, Financial Modeling, R, Policy Analysis, Analysis, Qualitative Research, Matlab, Options, International Relations, Corporate Finance, Capital Markets, Emerging Markets, Portfolio Management, VBA, Investments, International Economics, Finance, Financial Markets
Education
New School University 2008 — 2012
PhD, Economics
The London School of Economics 2003 — 2004
Master of Science, International Political Economy
University of Birmingham 2000 — 2003
Bachelor of Science (with Hons), Joint Hons, Economics and Politics
Matthew Hobby Matthew Hobby's J.P. Morgan Asset Management Experience February 2015 - Present
Job Vice President, Institutional Client Account Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2009 - January 2015
J.P. Morgan Asset Management March 2007 - January 2009
State Street August 2006 - March 2007
Wachovia Securities August 2004 - June 2006
Booz Allen Hamilton June 2003 - August 2003
Skills
Mutual Funds, Investments, Securities, Asset Allocation, Asset Managment, Wealth Management, Separately Managed..., Unified Managed Accounts, Operations Management, Managing Workflow, Client Service Oriented, Management, Project Management, Video Production, Short Films, Web Series, Digital Marketing, Digital Media, SEO, Social Media, Social Media Marketing, Asset Management, Trading, Investment Management, Client Services
Education
Towson University 2000 — 2004
Bachelor’s of Science Degree, Economics major, Political Science minor
General Assembly
Digital Marketing
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2009 - January 2015
J.P. Morgan Asset Management March 2007 - January 2009
State Street August 2006 - March 2007
Wachovia Securities August 2004 - June 2006
Booz Allen Hamilton June 2003 - August 2003
Skills
Mutual Funds, Investments, Securities, Asset Allocation, Asset Managment, Wealth Management, Separately Managed..., Unified Managed Accounts, Operations Management, Managing Workflow, Client Service Oriented, Management, Project Management, Video Production, Short Films, Web Series, Digital Marketing, Digital Media, SEO, Social Media, Social Media Marketing, Asset Management, Trading, Investment Management, Client Services
Education
Towson University 2000 — 2004
Bachelor’s of Science Degree, Economics major, Political Science minor
General Assembly
Digital Marketing
Emily K Wilson's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Investment Management Analyst at JPMorgan Chase
Industry Financial Services
Experience
The George Washington University - School of Business December 2014 - April 2015
J.P. Morgan Asset Management June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Event 360 February 2013 - May 2013
J.Crew May 2012 - August 2012
George Washington University January 2012 - April 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Group Work, Public Speaking, Teamwork, Wealth Management, Financial Analysis, Marketing, Market Research, Time Management, Social Media, Fundraising
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Marketing, Summa Cum Laude
London School of Economics and Political Science 2013 — 2013
Business Analysis and Valuation & Consumer Behavior
King Low Heywood Thomas School 2007 — 2011
High School Diploma, High Honor Roll
The George Washington University - School of Business December 2014 - April 2015
J.P. Morgan Asset Management June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Event 360 February 2013 - May 2013
J.Crew May 2012 - August 2012
George Washington University January 2012 - April 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Group Work, Public Speaking, Teamwork, Wealth Management, Financial Analysis, Marketing, Market Research, Time Management, Social Media, Fundraising
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Marketing, Summa Cum Laude
London School of Economics and Political Science 2013 — 2013
Business Analysis and Valuation & Consumer Behavior
King Low Heywood Thomas School 2007 — 2011
High School Diploma, High Honor Roll
Carlene Benz Carlene Benz's J.P. Morgan Asset Management Experience June 2010 - April 2015
Job Corporate Communications at Abercrombie & Fitch
Industry Public Relations and Communications
Experience
Abercrombie & Fitch May 2015 - Present
J.P. Morgan Asset Management June 2010 - April 2015
Fox Greenberg Public Relations June 2009 - August 2009
Calfee, Halter & Griswold LLP June 2008 - September 2008
Skills
Media Relations, Public Relations, Marketing Communications
Education
The Ohio State University 2006 — 2010
B.A., Strategic Communication, Marketing
Abercrombie & Fitch May 2015 - Present
J.P. Morgan Asset Management June 2010 - April 2015
Fox Greenberg Public Relations June 2009 - August 2009
Calfee, Halter & Griswold LLP June 2008 - September 2008
Skills
Media Relations, Public Relations, Marketing Communications
Education
The Ohio State University 2006 — 2010
B.A., Strategic Communication, Marketing
Lesley M Roush's J.P. Morgan Asset Management Experience April 2013 - April 2014
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management - Retirement April 2014 - Present
J.P. Morgan Asset Management April 2013 - April 2014
J.P. Morgan Asset Management November 2010 - April 2013
Education
Tiffin University 2004 — 2007
Bachelors in Business Administration, Finance/Marketing
J.P. Morgan Asset Management - Retirement April 2014 - Present
J.P. Morgan Asset Management April 2013 - April 2014
J.P. Morgan Asset Management November 2010 - April 2013
Education
Tiffin University 2004 — 2007
Bachelors in Business Administration, Finance/Marketing
Federica Perez Vogeler Federica Perez Vogeler's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Asset Management Summer Analyst at JP Morgan, Greater New York City Area
Industry
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Inter-American Development Bank May 2014 - July 2014
Skills
Microsoft Office, Trademarks, Economics, Research, Teamwork, Social Media Marketing, Politics, Analysis, Copyright Law, Stata, Software Project..., Patent Litigation, Intellectual Property..., Bloomberg, Portfolio Management
Education
University of Virginia 2012 — 2016
Economics and Foreign Affairs
The Chinese University of Hong Kong 2015 — 2015
Bachelor of Arts (B.A.), Study Abroad
Colegio Cristo Rey Altamira, Caracas Venezuela 1998 — 2012
High School
J.P. Morgan Asset Management June 2015 - August 2015
Inter-American Development Bank May 2014 - July 2014
Skills
Microsoft Office, Trademarks, Economics, Research, Teamwork, Social Media Marketing, Politics, Analysis, Copyright Law, Stata, Software Project..., Patent Litigation, Intellectual Property..., Bloomberg, Portfolio Management
Education
University of Virginia 2012 — 2016
Economics and Foreign Affairs
The Chinese University of Hong Kong 2015 — 2015
Bachelor of Arts (B.A.), Study Abroad
Colegio Cristo Rey Altamira, Caracas Venezuela 1998 — 2012
High School
Gabrielle Vessa Gabrielle Vessa's J.P. Morgan Asset Management Experience December 2014 - Present
Job Funds Management Sales Analyst at J.P. Morgan Asset Management
Industry Market Research
Experience
J.P. Morgan Asset Management December 2014 - Present
Nielsen February 2012 - December 2014
The Jones Group Inc. June 2011 - August 2011
Gillibrand for Senate June 2010 - August 2010
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Marketing, economics
J.P. Morgan Asset Management December 2014 - Present
Nielsen February 2012 - December 2014
The Jones Group Inc. June 2011 - August 2011
Gillibrand for Senate June 2010 - August 2010
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Marketing, economics
Vicki Li Vicki Li's J.P. Morgan Asset Management Experience July 2014 - May 2015
Job Cofounder/CEO at LETT
Industry Real Estate
Experience
LETT (lett.io) May 2015 - Present
Fairchild Television April 2010 - Present
J.P. Morgan Asset Management July 2014 - May 2015
Xerox 2012 - 2012
Mosam Ventures 2010 - 2010
Skills
New Business Development, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Marketing Communications, Blogging, Broadcast, Event Management, Public Relations
Education
The University of British Columbia 2005 — 2010
BCOMM, Finance and International Business
The University of Manchester
Business
LETT (lett.io) May 2015 - Present
Fairchild Television April 2010 - Present
J.P. Morgan Asset Management July 2014 - May 2015
Xerox 2012 - 2012
Mosam Ventures 2010 - 2010
Skills
New Business Development, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Marketing Communications, Blogging, Broadcast, Event Management, Public Relations
Education
The University of British Columbia 2005 — 2010
BCOMM, Finance and International Business
The University of Manchester
Business
JR Jackson JR Jackson's J.P. Morgan Asset Management Experience July 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Southern Tide January 2013 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
CBS Corporation September 2012 - December 2012
Tejas Securities Group, Inc. May 2012 - August 2012
Camp Longhorn - Indian Springs June 2010 - June 2012
Skills
Economics, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Entrepreneurship, Budgets, Finance, Social Media Marketing, Creative Solutions, Digital Marketing, Social Media
Education
Vanderbilt University 2011 — 2015
Economics Major; Corporate Strategy and Film Studies Minor
London School of Economics and Political Science 2013 — 2013
Westlake High School 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
Southern Tide January 2013 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
CBS Corporation September 2012 - December 2012
Tejas Securities Group, Inc. May 2012 - August 2012
Camp Longhorn - Indian Springs June 2010 - June 2012
Skills
Economics, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Entrepreneurship, Budgets, Finance, Social Media Marketing, Creative Solutions, Digital Marketing, Social Media
Education
Vanderbilt University 2011 — 2015
Economics Major; Corporate Strategy and Film Studies Minor
London School of Economics and Political Science 2013 — 2013
Westlake High School 2007 — 2011
Abdullah Allen(ST) Abdullah Allen(ST)'s J.P. Morgan Asset Management Experience August 2014 - Present
Job Investment Data Operations Specialist at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Bank of America February 2014 - August 2014
Miller Inc. August 2013 - February 2014
Fox Computer Services January 2011 - May 2013
Temple University Women's Basketball Team September 2009 - April 2012
Skills
Microsoft Office, Management, Recruiting, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Event Planning, Social Networking, Leadership
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan Asset Management August 2014 - Present
Bank of America February 2014 - August 2014
Miller Inc. August 2013 - February 2014
Fox Computer Services January 2011 - May 2013
Temple University Women's Basketball Team September 2009 - April 2012
Skills
Microsoft Office, Management, Recruiting, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Event Planning, Social Networking, Leadership
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Tony Zeng Tony Zeng's J.P. Morgan Asset Management Experience July 2014 - July 2015
Job Business Analyst at JPMorgan Intelligent Solutions
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2015 - Present
J.P. Morgan Asset Management July 2014 - July 2015
J.P. Morgan Asset Management August 2013 - July 2014
JPMorgan Chase & Co. June 2012 - May 2013
Syracuse Stage September 2011 - May 2013
The Daily Orange September 2011 - May 2012
Dragon Cafe June 2011 - August 2011
Mark's Bookkeeping Service, LLC September 2009 - June 2010
Education
Syracuse University 2010 — 2014
Dual Major in Information Technology and Finance, 3.69
JPMorgan Chase & Co. July 2015 - Present
J.P. Morgan Asset Management July 2014 - July 2015
J.P. Morgan Asset Management August 2013 - July 2014
JPMorgan Chase & Co. June 2012 - May 2013
Syracuse Stage September 2011 - May 2013
The Daily Orange September 2011 - May 2012
Dragon Cafe June 2011 - August 2011
Mark's Bookkeeping Service, LLC September 2009 - June 2010
Education
Syracuse University 2010 — 2014
Dual Major in Information Technology and Finance, 3.69
Jon Fraade Jon Fraade's J.P. Morgan Asset Management Experience 2011 - Present
Job Managing Director Client Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management 2011 - Present
UBS Investment Bank 2009 - 2011
AIG Financial Products 1996 - 2009
Bankers Trust Company 1984 - 1996
Ernst and Young 1980 - 1982
Skills
Portfolio Management, CRM, Sales, Investments, Commodity Markets, Management, Derivatives, Capital Markets, Institutional..., Fixed Income, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1980
BBA, Accounting
J.P. Morgan Asset Management 2011 - Present
UBS Investment Bank 2009 - 2011
AIG Financial Products 1996 - 2009
Bankers Trust Company 1984 - 1996
Ernst and Young 1980 - 1982
Skills
Portfolio Management, CRM, Sales, Investments, Commodity Markets, Management, Derivatives, Capital Markets, Institutional..., Fixed Income, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1980
BBA, Accounting
Katie Reidy's J.P. Morgan Asset Management Experience August 2015 - Present
Job Capital Advisor Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management August 2015 - Present
BBVA Compass January 2013 - June 2015
BBVA Compass July 2012 - December 2012
Skills
Finance, Spanish, Credit Analysis, Commercial Banking, Financial Analysis, Communication Skills, Leadership, Banking, Commercial Lending, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Cultural Awareness, Investments
Education
Texas A&M University - Mays Business School 2007 — 2011
BBA, Finance
University of Alicante 2010 — 2010
Liberal Arts
J.P. Morgan Asset Management August 2015 - Present
BBVA Compass January 2013 - June 2015
BBVA Compass July 2012 - December 2012
Skills
Finance, Spanish, Credit Analysis, Commercial Banking, Financial Analysis, Communication Skills, Leadership, Banking, Commercial Lending, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Cultural Awareness, Investments
Education
Texas A&M University - Mays Business School 2007 — 2011
BBA, Finance
University of Alicante 2010 — 2010
Liberal Arts
Julien Brathwaite's J.P. Morgan Asset Management Experience June 2015 - Present
Job Global Wealth Management Summer Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
Management Leadership for Tomorrow (MLT) April 2015 - Present
J.P. Morgan Asset Management June 2015 - Present
GCM Grosvenor May 2015 - May 2015
Bank of America November 2014 - November 2014
Chrysler Group LLC June 2014 - August 2014
Capital One January 2014 - January 2014
University of Michigan June 2013 - December 2013
Skills
Leadership, Data Analysis, Teamwork, Engineering, Matlab, Microsoft Office, PowerPoint, C++, Research, Solidworks, Simulations, Team Leadership
Education
University of Michigan 2012 — 2016
Bachelor of Science (BS), Industrial Engineering
The University of Manchester 2014 — 2014
Industrial Engineering
Management Leadership for Tomorrow (MLT) April 2015 - Present
J.P. Morgan Asset Management June 2015 - Present
GCM Grosvenor May 2015 - May 2015
Bank of America November 2014 - November 2014
Chrysler Group LLC June 2014 - August 2014
Capital One January 2014 - January 2014
University of Michigan June 2013 - December 2013
Skills
Leadership, Data Analysis, Teamwork, Engineering, Matlab, Microsoft Office, PowerPoint, C++, Research, Solidworks, Simulations, Team Leadership
Education
University of Michigan 2012 — 2016
Bachelor of Science (BS), Industrial Engineering
The University of Manchester 2014 — 2014
Industrial Engineering
Juan Hartsfield's J.P. Morgan Asset Management Experience July 2000 - August 2004
Job Portfolio Manager at Invesco
Industry Financial Services
Experience
Invesco Ltd. August 2004 - Present
J.P. Morgan Asset Management July 2000 - August 2004
BOOZ ALLEN May 1998 - July 2000
EXXON COMPANY September 1994 - September 1997
Skills
Energy, Asset Managment, Equities, Equity Research, Mutual Funds, Portfolio Management, Analysis
Education
University of Michigan
School of Business AdministrationMasters, Business Administration
The University of Texas at Austin 1990 — 1994
Invesco Ltd. August 2004 - Present
J.P. Morgan Asset Management July 2000 - August 2004
BOOZ ALLEN May 1998 - July 2000
EXXON COMPANY September 1994 - September 1997
Skills
Energy, Asset Managment, Equities, Equity Research, Mutual Funds, Portfolio Management, Analysis
Education
University of Michigan
School of Business AdministrationMasters, Business Administration
The University of Texas at Austin 1990 — 1994
Laura Perdiue Laura Perdiue's J.P. Morgan Asset Management Experience August 2012 - Present
Job Associate at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management August 2012 - Present
J.P. Morgan August 2010 - August 2012
J.P. Morgan October 2009 - May 2010
J.P. Morgan January 2009 - August 2009
GE May 2008 - August 2008
Education
Syracuse University 2006 — 2010
Bachelor’s Degree, Information Management & Marketing Management
J.P. Morgan Asset Management August 2012 - Present
J.P. Morgan August 2010 - August 2012
J.P. Morgan October 2009 - May 2010
J.P. Morgan January 2009 - August 2009
GE May 2008 - August 2008
Education
Syracuse University 2006 — 2010
Bachelor’s Degree, Information Management & Marketing Management
Austin Gray's J.P. Morgan Asset Management Experience September 2015 - Present
Job Private Bank Analyst at JP Morgan
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan July 2014 - Present
Wall Street Prep April 2014 - April 2014
University of Texas Baseball June 2013 - August 2013
Men of God Christian Fraternity January 2012 - May 2012
Skills
Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Teamwork, Time Management, Outlook, Strategic Planning, Sports, Critical Thinking, Social Media, Facebook, Team Building, Public Relations, Team Leadership, Coaching, Marketing, Event Management, Leadership Development, Investments
Education
CFA Level II Candidate
University of North Texas 2012 — 2013
BBA, Finance, Magna Cum Laude
Texas Tech University 2010 — 2012
BBA, Finance
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan July 2014 - Present
Wall Street Prep April 2014 - April 2014
University of Texas Baseball June 2013 - August 2013
Men of God Christian Fraternity January 2012 - May 2012
Skills
Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Teamwork, Time Management, Outlook, Strategic Planning, Sports, Critical Thinking, Social Media, Facebook, Team Building, Public Relations, Team Leadership, Coaching, Marketing, Event Management, Leadership Development, Investments
Education
CFA Level II Candidate
University of North Texas 2012 — 2013
BBA, Finance, Magna Cum Laude
Texas Tech University 2010 — 2012
BBA, Finance
Tyler Rudman Tyler Rudman's J.P. Morgan Asset Management Experience June 2011 - November 2012
Job Associate at Rosewood Private Investments
Industry Financial Services
Experience
Rosewood Private Investments November 2012 - Present
J.P. Morgan Asset Management June 2011 - November 2012
PwC January 2011 - March 2011
J.P. Morgan Asset Management June 2010 - August 2010
Northwestern Mutual May 2009 - May 2010
Education
University of Alabama 2007 — 2011
BS in Commerce and Business Administration, Finance and Accounting
Rosewood Private Investments November 2012 - Present
J.P. Morgan Asset Management June 2011 - November 2012
PwC January 2011 - March 2011
J.P. Morgan Asset Management June 2010 - August 2010
Northwestern Mutual May 2009 - May 2010
Education
University of Alabama 2007 — 2011
BS in Commerce and Business Administration, Finance and Accounting
Matthew Monaco Matthew Monaco's J.P. Morgan Asset Management Experience July 2015 - Present
Job Associate Fund Controller at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan March 2014 - July 2015
J.P. Morgan September 2013 - March 2014
JPMorgan Chase June 2012 - September 2013
PNC September 2011 - June 2012
JPMorgan Chase May 2010 - September 2011
H.H. Gregg August 2006 - March 2010
Skills
Self Driven, Marketing Communications, Negotiation, Closing Skills, Retail Banking, Selling Skills, Self-driven, Sales, Banking, Training, Investments, Finance, Time Management, Marketing, Insurance, Wealth Management, Coaching, Series 63, Fixed Annuities, Series 6, Financial Advisory, Credit Cards, Leadership, Sales Presentations, Bonds, Customer Acquisition, Credit, Asset Management, Portfolio Management, Teamwork, Securities, Account Management, Retirement Planning, Options, Cross Selling, Series 24, Cash Management, Investment Management, Risk Management, IRAs, Series 65, Equities, Wealth Management..., Life Insurance, Financial Services, Series 7, Management, Public Speaking, Microsoft Office, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan March 2014 - July 2015
J.P. Morgan September 2013 - March 2014
JPMorgan Chase June 2012 - September 2013
PNC September 2011 - June 2012
JPMorgan Chase May 2010 - September 2011
H.H. Gregg August 2006 - March 2010
Skills
Self Driven, Marketing Communications, Negotiation, Closing Skills, Retail Banking, Selling Skills, Self-driven, Sales, Banking, Training, Investments, Finance, Time Management, Marketing, Insurance, Wealth Management, Coaching, Series 63, Fixed Annuities, Series 6, Financial Advisory, Credit Cards, Leadership, Sales Presentations, Bonds, Customer Acquisition, Credit, Asset Management, Portfolio Management, Teamwork, Securities, Account Management, Retirement Planning, Options, Cross Selling, Series 24, Cash Management, Investment Management, Risk Management, IRAs, Series 65, Equities, Wealth Management..., Life Insurance, Financial Services, Series 7, Management, Public Speaking, Microsoft Office, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Nicholas Zofcin Nicholas Zofcin's J.P. Morgan Asset Management Experience August 2014 - Present
Job Trade Support Specialist, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management April 2012 - April 2013
Skills
Financial Analysis, Customer Service, Investments, Microsoft Office, Financial Modeling, Securities, Strategic Planning, Time Management, PowerPoint, Analysis, Data Analysis, Financial Reporting, Investment Strategies, Asset Management, Training, Market Research, Asset Allocation, Marketing Strategy, Wealth Management, Financial Risk, Social Media, Risk Management, Fixed Income, Series 7, Portfolio Management, Bloomberg, Economics, Mutual Funds, Financial Advisory, Investment Management, Hedge Funds, Equities, Trading
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Criminology
J.P. Morgan Asset Management August 2014 - Present
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management February 2013 - August 2014
Morgan Stanley Wealth Management April 2012 - April 2013
Skills
Financial Analysis, Customer Service, Investments, Microsoft Office, Financial Modeling, Securities, Strategic Planning, Time Management, PowerPoint, Analysis, Data Analysis, Financial Reporting, Investment Strategies, Asset Management, Training, Market Research, Asset Allocation, Marketing Strategy, Wealth Management, Financial Risk, Social Media, Risk Management, Fixed Income, Series 7, Portfolio Management, Bloomberg, Economics, Mutual Funds, Financial Advisory, Investment Management, Hedge Funds, Equities, Trading
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Criminology
Michael Fee's J.P. Morgan Asset Management Experience March 2015 - Present
Job Shareholder Services Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
DiPerna Economic Development Advisors August 2014 - January 2015
Budros, Ruhlin & Roe, Inc. September 2013 - May 2014
The Ohio State University September 2009 - May 2014
Quicken Loans June 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Statistics, Social Media, Teamwork, Time Management, Social Networking
Education
The Ohio State University 2009 — 2014
Bachelor of Science (BS), Business Administration with specialization in Finance
J.P. Morgan Asset Management March 2015 - Present
DiPerna Economic Development Advisors August 2014 - January 2015
Budros, Ruhlin & Roe, Inc. September 2013 - May 2014
The Ohio State University September 2009 - May 2014
Quicken Loans June 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Statistics, Social Media, Teamwork, Time Management, Social Networking
Education
The Ohio State University 2009 — 2014
Bachelor of Science (BS), Business Administration with specialization in Finance
Jean-Carlo Donati Jean-Carlo Donati's J.P. Morgan Asset Management Experience August 2015 - Present
Job Head of Talent at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
UBS Global Asset Management June 2014 - Present
UBS Global Asset Management January 2007 - June 2014
UBS Wealth Management September 1998 - December 2006
Clariant December 1996 - September 1998
Skills
Asset Managment, Business Strategy, Mergers, Strategy, Organizational..., Management, Program Management, Recruiting, Asset Management, Coaching, Team Leadership, Leadership, Marketing, Analysis, Sales Management, Performance Management, Change Management, Management Consulting, Human Resources, Leadership Development, Employee Engagement, Organizational Design, Mergers & Acquisitions, Sales Trainings
Education
Universität Basel 1990 — 1996
MA, Economics, Business Admin, Marketing and International Trade
J.P. Morgan Asset Management August 2015 - Present
UBS Global Asset Management June 2014 - Present
UBS Global Asset Management January 2007 - June 2014
UBS Wealth Management September 1998 - December 2006
Clariant December 1996 - September 1998
Skills
Asset Managment, Business Strategy, Mergers, Strategy, Organizational..., Management, Program Management, Recruiting, Asset Management, Coaching, Team Leadership, Leadership, Marketing, Analysis, Sales Management, Performance Management, Change Management, Management Consulting, Human Resources, Leadership Development, Employee Engagement, Organizational Design, Mergers & Acquisitions, Sales Trainings
Education
Universität Basel 1990 — 1996
MA, Economics, Business Admin, Marketing and International Trade
Jason Fisher Jason Fisher's J.P. Morgan Asset Management Experience 2006 - April 2013
Job Managing Director at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments May 2013 - Present
J.P. Morgan Asset Management 2006 - April 2013
J.P. Morgan Asset Management 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
J.P. Morgan Chase & Co. 2000 - 2002
Skills
Investments, New Business Development, Institutional..., Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Equities, Private Equity, Defined Benefit, Institutional, Asset Allocation, Asset Management, Business Development, Investment Management
Education
The George Washington University 1996 — 2000
Bachelor of Business Administration, Marketing
PineBridge Investments May 2013 - Present
J.P. Morgan Asset Management 2006 - April 2013
J.P. Morgan Asset Management 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
J.P. Morgan Chase & Co. 2000 - 2002
Skills
Investments, New Business Development, Institutional..., Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Equities, Private Equity, Defined Benefit, Institutional, Asset Allocation, Asset Management, Business Development, Investment Management
Education
The George Washington University 1996 — 2000
Bachelor of Business Administration, Marketing
Peter Garrambone's J.P. Morgan Asset Management Experience July 2013 - Present
Job Private Banking Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management May 2012 - August 2012
Torreya Partners June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Research, Microsoft Word, PowerPoint, Spelling
Education
The College of William and Mary - The Mason School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management May 2012 - August 2012
Torreya Partners June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Research, Microsoft Word, PowerPoint, Spelling
Education
The College of William and Mary - The Mason School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Jared Myers Jared Myers's J.P. Morgan Asset Management Experience January 2015 - Present
Job Internal Client Advisor, Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management August 2013 - December 2014
JPMorgan Chase April 2012 - August 2013
Summer Sealers, LLC March 2005 - June 2012
JPMorgan Chase June 2011 - September 2011
Unilever July 2010 - December 2010
Education
The Ohio State University 2008 — 2011
Bachelor of Science in Business Administration, Finance
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management August 2013 - December 2014
JPMorgan Chase April 2012 - August 2013
Summer Sealers, LLC March 2005 - June 2012
JPMorgan Chase June 2011 - September 2011
Unilever July 2010 - December 2010
Education
The Ohio State University 2008 — 2011
Bachelor of Science in Business Administration, Finance
Christopher Moore's J.P. Morgan Asset Management Experience September 2010 - Present
Job Executive Recruiter at J.P. Morgan Asset Management
Industry Staffing and Recruiting
Experience
J.P. Morgan Asset Management September 2010 - Present
UBS Investment Bank April 2007 - September 2010
Schwab Institutional April 2006 - April 2007
Boyden Executive Search June 1996 - March 2006
Skills
Boolean Searching, Executive Search, Recruiting, Sourcing, Human Resources, Strategic Sourcing, Investment Banking, Capital Markets, Financial Services, Talent Acquisition, Asset Managment, Emerging Markets, Financial Markets, Equities, Fixed Income
Education
The Juilliard School
Drama Division Diploma Awarded
University of St. Thomas
BA, History and Communications Double Major
J.P. Morgan Asset Management September 2010 - Present
UBS Investment Bank April 2007 - September 2010
Schwab Institutional April 2006 - April 2007
Boyden Executive Search June 1996 - March 2006
Skills
Boolean Searching, Executive Search, Recruiting, Sourcing, Human Resources, Strategic Sourcing, Investment Banking, Capital Markets, Financial Services, Talent Acquisition, Asset Managment, Emerging Markets, Financial Markets, Equities, Fixed Income
Education
The Juilliard School
Drama Division Diploma Awarded
University of St. Thomas
BA, History and Communications Double Major
Jerome Hong's J.P. Morgan Asset Management Experience July 2015 - Present
Job Investment Management Americas Operations at J.P. Morgan Asset Management
Industry Investment Banking
Experience
J.P. Morgan Asset Management July 2015 - Present
Skills
Fixed Income, Derivatives, Credit Derivatives, Middle Office, Trading Systems, Rates, Bloomberg, Interest Rate..., Hedge Funds, Trading
Education
Tufts University 1995 — 1999
J.P. Morgan Asset Management July 2015 - Present
Skills
Fixed Income, Derivatives, Credit Derivatives, Middle Office, Trading Systems, Rates, Bloomberg, Interest Rate..., Hedge Funds, Trading
Education
Tufts University 1995 — 1999
Jeff Whipple, CFA's J.P. Morgan Asset Management Experience January 2015 - Present
Job VP, Fixed Income Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management October 2007 - Present
J.P.Morgan Asset Management April 2006 - October 2007
Merrill Lynch June 2005 - January 2006
Nationwide Financial March 2003 - June 2005
Skills
Fixed Income, Finance, Financial Risk, Investments, Mutual Funds
Education
The Ohio State University
B.S, Agricultural Business and Developmental Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management October 2007 - Present
J.P.Morgan Asset Management April 2006 - October 2007
Merrill Lynch June 2005 - January 2006
Nationwide Financial March 2003 - June 2005
Skills
Fixed Income, Finance, Financial Risk, Investments, Mutual Funds
Education
The Ohio State University
B.S, Agricultural Business and Developmental Economics
Ellen Schoenfeld's J.P. Morgan Asset Management Experience 2013 - Present
Job Marketing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
OppenheimerFunds 2005 - 2011
OppenheimerFunds 2001 - 2005
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1997 - 1999
OppenheimerFunds 1994 - 1996
OppenheimerFunds 1991 - 1993
Skills
Mutual Funds, Relationship Management, Employee Training, Campaigns, Project Management, Series 7, Multi-channel Marketing, Series 63, Financial Services, Integrated Marketing, Retirement, Strategic Planning, Advertising, Cross-functional Team..., Practice Management, Investments, Strategy, FINRA, Marketing Communications, Product Management, Asset Allocation, Competitive Analysis, Alternative Investments, Asset Management, Retirement Planning, Market Research, Separately Managed...
Education
University at Albany, SUNY 1982 — 1986
BA
J.P. Morgan Asset Management 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
OppenheimerFunds 2005 - 2011
OppenheimerFunds 2001 - 2005
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1997 - 1999
OppenheimerFunds 1994 - 1996
OppenheimerFunds 1991 - 1993
Skills
Mutual Funds, Relationship Management, Employee Training, Campaigns, Project Management, Series 7, Multi-channel Marketing, Series 63, Financial Services, Integrated Marketing, Retirement, Strategic Planning, Advertising, Cross-functional Team..., Practice Management, Investments, Strategy, FINRA, Marketing Communications, Product Management, Asset Allocation, Competitive Analysis, Alternative Investments, Asset Management, Retirement Planning, Market Research, Separately Managed...
Education
University at Albany, SUNY 1982 — 1986
BA
Frank Dotro's J.P. Morgan Asset Management Experience March 2013 - Present
Job Executive Director CFO Americas Institutional and Global Insurance Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Asset Management February 2011 - May 2013
PineBridge Investments May 2009 - February 2011
Lehman Brothers / Barclays February 2007 - May 2009
Goldman Sachs March 2006 - February 2007
J.P. Morgan Asset Management September 2003 - March 2006
J.P. Morgan August 2002 - September 2003
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Financial Forecasting, Strategic Financial..., Expense Management, Salesforce.com, Essbase, Microsoft Excel, Access, Transfer Pricing, PowerPoint, Increased Profitability, Expense Budget..., P&L Analysis, Presentations, Strategic Sales Plans, Sensitivity Analysis, Headcount Management, Headcount Reporting, Sales Metrics..., Activity Based Costing, Headcount Planning
Education
University at Albany, SUNY 1998 — 2002
B.S, Business
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Asset Management February 2011 - May 2013
PineBridge Investments May 2009 - February 2011
Lehman Brothers / Barclays February 2007 - May 2009
Goldman Sachs March 2006 - February 2007
J.P. Morgan Asset Management September 2003 - March 2006
J.P. Morgan August 2002 - September 2003
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Financial Forecasting, Strategic Financial..., Expense Management, Salesforce.com, Essbase, Microsoft Excel, Access, Transfer Pricing, PowerPoint, Increased Profitability, Expense Budget..., P&L Analysis, Presentations, Strategic Sales Plans, Sensitivity Analysis, Headcount Management, Headcount Reporting, Sales Metrics..., Activity Based Costing, Headcount Planning
Education
University at Albany, SUNY 1998 — 2002
B.S, Business
Lee Ann Shiver's J.P. Morgan Asset Management Experience 1989 - 2006
Job Banking Professional
Industry Banking
Experience
J.P. Morgan Asset Management 1989 - 2006
Education
Texas A&M University 1978 — 1979
J.P. Morgan Asset Management 1989 - 2006
Education
Texas A&M University 1978 — 1979
Jack Montague's J.P. Morgan Asset Management Experience November 2013 - Present
Job Vice President Client Advisor at J.P. Morgan Assset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2013 - Present
BNY Mellon/Dreyfus Investments July 2010 - November 2013
BNY Mellon/Dreyfus Investments April 2008 - July 2010
J&W Seligman April 2006 - April 2008
Ameriprise Financial May 2005 - April 2006
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Alternative Investments, Securities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Sciene, Finance and Management
J.P. Morgan Asset Management November 2013 - Present
BNY Mellon/Dreyfus Investments July 2010 - November 2013
BNY Mellon/Dreyfus Investments April 2008 - July 2010
J&W Seligman April 2006 - April 2008
Ameriprise Financial May 2005 - April 2006
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Alternative Investments, Securities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Sciene, Finance and Management
Donny Karas's J.P. Morgan Asset Management Experience November 2011 - September 2014
Job Senior Oracle DBA at Ohio EPA
Industry Information Technology and Services
Experience
Verizon Wireless January 2015 - Present
Ohio EPA October 2014 - January 2015
J.P. Morgan - Asset Management November 2011 - September 2014
JPMorgan Chase - Mortgage Banking April 2006 - November 2011
First Data Corporation September 2000 - January 2006
Bank One NA April 1996 - September 2000
Education
The Ohio State University 1994 — 1999
Verizon Wireless January 2015 - Present
Ohio EPA October 2014 - January 2015
J.P. Morgan - Asset Management November 2011 - September 2014
JPMorgan Chase - Mortgage Banking April 2006 - November 2011
First Data Corporation September 2000 - January 2006
Bank One NA April 1996 - September 2000
Education
The Ohio State University 1994 — 1999
John Platner's J.P. Morgan Asset Management Experience January 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
Jonathan Sachs, CFA's J.P. Morgan Asset Management Experience April 2014 - Present
Job Client Portfolio Manager, Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2014 - Present
UBS Global Asset Management March 2010 - March 2014
UBS Global Asset Management September 2007 - March 2010
UBS Wealth Management May 2006 - September 2007
News America Marketing 2004 - 2006
Skills
Portfolio Management, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Mutual Funds, Bloomberg, Wealth Management, Valuation, Financial Services, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Tulane University 2000 — 2004
Finance, Marketing
J.P. Morgan Asset Management April 2014 - Present
UBS Global Asset Management March 2010 - March 2014
UBS Global Asset Management September 2007 - March 2010
UBS Wealth Management May 2006 - September 2007
News America Marketing 2004 - 2006
Skills
Portfolio Management, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Mutual Funds, Bloomberg, Wealth Management, Valuation, Financial Services, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Tulane University 2000 — 2004
Finance, Marketing
Christopher Sediqzad, CFA's J.P. Morgan Asset Management Experience July 2015 - Present
Job Research Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2011 - July 2015
J. P. Morgan Retirement Plan Services August 2006 - October 2011
DeMarche Associates, Inc April 2004 - August 2006
Skills
Investment Analysis, Investment Strategies, Investment Products, Retirement
Education
University of Kansas 1999 — 2004
BS, Accounting & Business Administration (Finance emphasis)
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2011 - July 2015
J. P. Morgan Retirement Plan Services August 2006 - October 2011
DeMarche Associates, Inc April 2004 - August 2006
Skills
Investment Analysis, Investment Strategies, Investment Products, Retirement
Education
University of Kansas 1999 — 2004
BS, Accounting & Business Administration (Finance emphasis)
Yogita Mathur's J.P. Morgan Asset Management Experience March 2015 - Present
Job Executive Director, Asset Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase & Co. February 2013 - March 2015
JPMorgan Chase February 2012 - February 2013
MF Global April 2011 - November 2011
Archstone Consulting June 2006 - April 2011
Landry's Restaurants August 2002 - July 2004
Simmons & Company International June 2000 - August 2002
Skills
Mergers, Restructuring, Financial Modeling, Valuation, Finance, Change Management, Process Improvement, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Strategy, Risk Management, Due Diligence, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Strategy, Change Management
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Finance
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase & Co. February 2013 - March 2015
JPMorgan Chase February 2012 - February 2013
MF Global April 2011 - November 2011
Archstone Consulting June 2006 - April 2011
Landry's Restaurants August 2002 - July 2004
Simmons & Company International June 2000 - August 2002
Skills
Mergers, Restructuring, Financial Modeling, Valuation, Finance, Change Management, Process Improvement, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Strategy, Risk Management, Due Diligence, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Strategy, Change Management
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Finance
Mary Sedarat's J.P. Morgan Asset Management Experience 2005 - 2010
Job Chief Marketing Officer, Corporate & Investment Bank, Global Banking, J.P. Morgan
Industry Public Relations and Communications
Experience
J.P. Morgan Chase January 2013 - Present
J.P. Morgan Chase 2010 - 2013
J.P. Morgan Asset Management 2005 - 2010
J.P. Morgan Private Bank 2001 - 2005
J.P. Morgan 1999 - 2001
Citibank 1997 - 1999
American Stock Exchange (AMEX) 1994 - 1997
Ruder Finn Public Relations 1991 - 1994
Skills
Brand Management, Media Relations, Strategic Communications, Alternative Investments, Asset Management, Management, Public Relations, Marketing Communications, Marketing, Corporate Communications, Social Media, Strategy, Marketing Strategy
Education
University of Texas - Austin 1987 — 1991
BBA, Marketing
J.P. Morgan Chase January 2013 - Present
J.P. Morgan Chase 2010 - 2013
J.P. Morgan Asset Management 2005 - 2010
J.P. Morgan Private Bank 2001 - 2005
J.P. Morgan 1999 - 2001
Citibank 1997 - 1999
American Stock Exchange (AMEX) 1994 - 1997
Ruder Finn Public Relations 1991 - 1994
Skills
Brand Management, Media Relations, Strategic Communications, Alternative Investments, Asset Management, Management, Public Relations, Marketing Communications, Marketing, Corporate Communications, Social Media, Strategy, Marketing Strategy
Education
University of Texas - Austin 1987 — 1991
BBA, Marketing
Luz Velasquez's J.P. Morgan Asset Management Experience June 2015 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
JPMorgan Chase & Co. May 2014 - Present
Chase Investments, part of J.P. Morgan Securities LLC September 2011 - Present
Education
The University of Texas at Austin 2004 — 2007
B.A, Government
J.P. Morgan Asset Management June 2015 - Present
JPMorgan Chase & Co. May 2014 - Present
Chase Investments, part of J.P. Morgan Securities LLC September 2011 - Present
Education
The University of Texas at Austin 2004 — 2007
B.A, Government
Katie (Bradbury) Muehlberger's J.P. Morgan Asset Management Experience September 2012 - June 2014
Job Quality Assurance Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement June 2014 - Present
J.P. Morgan Asset Management September 2012 - June 2014
J.P. Morgan Asset Management July 1999 - September 2012
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Financial Services, Customer Service, Business Development, 401k, Relationship Management
Education
University of Kansas
Bachelor of Fine Arts, Silversmithing
EMPOWER Retirement June 2014 - Present
J.P. Morgan Asset Management September 2012 - June 2014
J.P. Morgan Asset Management July 1999 - September 2012
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Financial Services, Customer Service, Business Development, 401k, Relationship Management
Education
University of Kansas
Bachelor of Fine Arts, Silversmithing
Rick Koffler's J.P. Morgan Asset Management Experience September 2010 - Present
Job Client Advisor at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2010 - Present
SunAmerica Funds 2002 - 2010
Education
The George Washington University 1987 — 1991
Bachelor's Degree, Sociology
J.P. Morgan Asset Management September 2010 - Present
SunAmerica Funds 2002 - 2010
Education
The George Washington University 1987 — 1991
Bachelor's Degree, Sociology
Doug Larason's J.P. Morgan Asset Management Experience March 2007 - April 2009
Job Regional Annuity Wholesaler at Nationwide
Industry Financial Services
Experience
Nationwide December 2014 - Present
Nationwide October 2009 - December 2014
J.P. Morgan Asset Management March 2007 - April 2009
Skills
Holistic Financial..., Mutual Funds, Variable Annuities, Life Insurance, Series 7, Alternative Investments, Sales, Retirement Planning, Retirement, Insurance, Financial Services, Asset Allocation, 401k, Customer Service
Education
The Ohio State University 1999 — 2004
BS in Human Ecology, Financial Management
Johnstown Monroe High School 1996 — 1999
Nationwide December 2014 - Present
Nationwide October 2009 - December 2014
J.P. Morgan Asset Management March 2007 - April 2009
Skills
Holistic Financial..., Mutual Funds, Variable Annuities, Life Insurance, Series 7, Alternative Investments, Sales, Retirement Planning, Retirement, Insurance, Financial Services, Asset Allocation, 401k, Customer Service
Education
The Ohio State University 1999 — 2004
BS in Human Ecology, Financial Management
Johnstown Monroe High School 1996 — 1999
Scott Wachs's J.P. Morgan Asset Management Experience January 2003 - May 2014
Job Executive Director Global Product Head, Global Liquidity at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management June 2014 - Present
J.P. Morgan Asset Management January 2003 - May 2014
J.P. Morgan Asset Management January 2002 - December 2002
J.P. Morgan Asset Management April 1998 - December 2001
JPMorgan Chase January 1985 - March 1998
Skills
Strategy, Business Development, Product Management, Business Strategy, Management, Leadership, Finance, Financial Services, Entrepreneurship, Strategic Planning, New Business Development, Marketing, Project Management, Marketing Communications, Segmentation, Risk Management, Mutual Funds, Investment Management, Wealth Management, Investments
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Tufts University 1977 — 1981
BA, Economics
Morgan Stanley Investment Management June 2014 - Present
J.P. Morgan Asset Management January 2003 - May 2014
J.P. Morgan Asset Management January 2002 - December 2002
J.P. Morgan Asset Management April 1998 - December 2001
JPMorgan Chase January 1985 - March 1998
Skills
Strategy, Business Development, Product Management, Business Strategy, Management, Leadership, Finance, Financial Services, Entrepreneurship, Strategic Planning, New Business Development, Marketing, Project Management, Marketing Communications, Segmentation, Risk Management, Mutual Funds, Investment Management, Wealth Management, Investments
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Tufts University 1977 — 1981
BA, Economics
Daniel Andre's J.P. Morgan Asset Management Experience August 2012 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2012 - Present
J.P. Morgan Asset Management January 2011 - August 2012
J.P. Morgan Asset Management September 2008 - January 2011
Command Transportation January 2007 - August 2008
Skills
Investments, Financial Services, Series 7, Private Banking, Wealth Management..., Wealth Management, Banking, Investment Management, Hedge Funds, Finance, Estate Planning, Wealth, High Net Worth..., Financial Analysis, Series 63, Series 24, Asset Management, Asset Managment
Education
University of Arizona 2002 — 2006
Bachelors, Economics
Securities Training Corporation
Series 7, 63, and 24
J.P. Morgan Asset Management August 2012 - Present
J.P. Morgan Asset Management January 2011 - August 2012
J.P. Morgan Asset Management September 2008 - January 2011
Command Transportation January 2007 - August 2008
Skills
Investments, Financial Services, Series 7, Private Banking, Wealth Management..., Wealth Management, Banking, Investment Management, Hedge Funds, Finance, Estate Planning, Wealth, High Net Worth..., Financial Analysis, Series 63, Series 24, Asset Management, Asset Managment
Education
University of Arizona 2002 — 2006
Bachelors, Economics
Securities Training Corporation
Series 7, 63, and 24
Luis A. Fernandez's J.P. Morgan Asset Management Experience July 2011 - February 2015
Job Research at Coatue Management
Industry Investment Management
Experience
Coatue Management March 2015 - Present
J.P. Morgan Asset Management July 2011 - February 2015
Credit Suisse First Boston June 2010 - August 2010
U.S. House of Representatives June 2007 - August 2007
Education
Trinity College-Hartford 2007 — 2011
Bachelor's Degree, History - Developing Nations
Coatue Management March 2015 - Present
J.P. Morgan Asset Management July 2011 - February 2015
Credit Suisse First Boston June 2010 - August 2010
U.S. House of Representatives June 2007 - August 2007
Education
Trinity College-Hartford 2007 — 2011
Bachelor's Degree, History - Developing Nations
Dana Greenberg's J.P. Morgan Asset Management Experience March 2013 - Present
Job Digital Product Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
Sophia Hui Jiang's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Technology Equity Research at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2015 - Present
SWS Research September 2013 - June 2014
PwC August 2012 - August 2013
Adkins Matchett & Toy June 2012 - August 2012
J.P. Morgan Asset Management June 2011 - August 2011
Student Investment Management Fund 2011 - 2011
Skills
Financial Modeling, Bloomberg, Valuation, Equity Research, Fixed Income, Investments, Financial Analysis, Private Equity, DCF, LBO, Capital IQ, Capital Markets, International Business, FactSet
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
The Ohio State University - The Max M. Fisher College of Business
BSBA (Honors), Finance and Accounting
CFA Institute
William Blair & Company May 2015 - Present
SWS Research September 2013 - June 2014
PwC August 2012 - August 2013
Adkins Matchett & Toy June 2012 - August 2012
J.P. Morgan Asset Management June 2011 - August 2011
Student Investment Management Fund 2011 - 2011
Skills
Financial Modeling, Bloomberg, Valuation, Equity Research, Fixed Income, Investments, Financial Analysis, Private Equity, DCF, LBO, Capital IQ, Capital Markets, International Business, FactSet
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
The Ohio State University - The Max M. Fisher College of Business
BSBA (Honors), Finance and Accounting
CFA Institute
Francesca Pinelli's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - August 2013
Sky Living Online July 2012 - July 2012
Tower Group Companies May 2012 - June 2012
Laird + Partners May 2011 - August 2011
CBS News July 2009 - August 2009
U.S. Senator Charles E. Schumer July 2009 - August 2009
U.S. Congresswoman Carolyn B. Maloney August 2008 - September 2008
Skills
Microsoft Word, PowerPoint, English, Research, InDesign, Spanish-speaking, Italian languages, Spanish, Marketing, Data Analysis
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), International/Global Studies, Italian Minor
IES Abroad Rome 2012 — 2012
The Chapin School 1997 — 2010
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - August 2013
Sky Living Online July 2012 - July 2012
Tower Group Companies May 2012 - June 2012
Laird + Partners May 2011 - August 2011
CBS News July 2009 - August 2009
U.S. Senator Charles E. Schumer July 2009 - August 2009
U.S. Congresswoman Carolyn B. Maloney August 2008 - September 2008
Skills
Microsoft Word, PowerPoint, English, Research, InDesign, Spanish-speaking, Italian languages, Spanish, Marketing, Data Analysis
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), International/Global Studies, Italian Minor
IES Abroad Rome 2012 — 2012
The Chapin School 1997 — 2010
Matt Perry's J.P. Morgan Asset Management Experience 2010 - January 2014
Job Health Care Analyst at Catapult, A Millennium Group Company
Industry
Experience
Catapult, A Millennium Group Company September 2014 - Present
J.P. Morgan Asset Management 2010 - January 2014
Wells Fargo Securities, LLC 2003 - 2010
Deutsche Bank Securities 2001 - 2003
Education
University of Chicago, Booth School of Business 1999 — 2001
MBA, Finance
Tufts University 1991 — 1995
BA, English
Catapult, A Millennium Group Company September 2014 - Present
J.P. Morgan Asset Management 2010 - January 2014
Wells Fargo Securities, LLC 2003 - 2010
Deutsche Bank Securities 2001 - 2003
Education
University of Chicago, Booth School of Business 1999 — 2001
MBA, Finance
Tufts University 1991 — 1995
BA, English
Brian Shlissel's J.P. Morgan Asset Management Experience March 2014 - Present
Job Managing Director/Chief Administrative Officer J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Allianz Global Investors Fund Management 1999 - March 2014
Mitchell Hutchins Asset Management 1993 - 1999
Skills
Asset Management, Mutual Funds, Derivatives, Private Equity, Mergers & Acquisitions, Alternative Investments, Equities, Venture Capital, Risk Management, Valuation, Hedge Funds, Fixed Income, Financial Services, Asset Allocation, Securities, Investments
Education
Fordham University - Graduate School of Business 1989 — 1992
MBA, Accounting
The George Washington University 1982 — 1986
BBA, Finance
J.P. Morgan Asset Management March 2014 - Present
Allianz Global Investors Fund Management 1999 - March 2014
Mitchell Hutchins Asset Management 1993 - 1999
Skills
Asset Management, Mutual Funds, Derivatives, Private Equity, Mergers & Acquisitions, Alternative Investments, Equities, Venture Capital, Risk Management, Valuation, Hedge Funds, Fixed Income, Financial Services, Asset Allocation, Securities, Investments
Education
Fordham University - Graduate School of Business 1989 — 1992
MBA, Accounting
The George Washington University 1982 — 1986
BBA, Finance
James Ferrarelli's J.P. Morgan Asset Management Experience June 2011 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2011 - Present
Morgan Stanley Investment Management August 2000 - July 2011
Skills
Equities, Change Management, Fixed Income, Electronic Trading, Capital Markets, Derivatives, Market Data, Asset Management, Sybase, Investment Banking, Business Analysis, Investment Management, Hedge Funds, IT Management, Asset Managment, SDLC, Trading Systems
Education
The University of Manchester 1998 — 2000
BSc, Computer Science
J.P. Morgan Asset Management June 2011 - Present
Morgan Stanley Investment Management August 2000 - July 2011
Skills
Equities, Change Management, Fixed Income, Electronic Trading, Capital Markets, Derivatives, Market Data, Asset Management, Sybase, Investment Banking, Business Analysis, Investment Management, Hedge Funds, IT Management, Asset Managment, SDLC, Trading Systems
Education
The University of Manchester 1998 — 2000
BSc, Computer Science
Mike Casher's J.P. Morgan Asset Management Experience September 2014 - October 2015
Job Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2014 - October 2015
Rasadanupraditanusorn School October 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - October 2013
Paladin Protective Systems Inc. January 2011 - October 2011
Skills
CCTV, Budgets, KYC, USA PATRIOT Act, FINRA, OFAC, Bank Secrecy Act
Education
The Ohio State University 2005 — 2010
B.A., Economics
J.P. Morgan Asset Management September 2014 - October 2015
Rasadanupraditanusorn School October 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - October 2013
Paladin Protective Systems Inc. January 2011 - October 2011
Skills
CCTV, Budgets, KYC, USA PATRIOT Act, FINRA, OFAC, Bank Secrecy Act
Education
The Ohio State University 2005 — 2010
B.A., Economics
Michelle Reingold's J.P. Morgan Asset Management Experience July 2015 - Present
Job Private Banking at JPMorgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase August 2012 - July 2015
JP Morgan Chase January 2011 - August 2012
Education
The University of Texas at Austin
BA, Economics
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase August 2012 - July 2015
JP Morgan Chase January 2011 - August 2012
Education
The University of Texas at Austin
BA, Economics
Nicole Bogle's J.P. Morgan Asset Management Experience March 2006 - March 2011
Job Pilates Instructor at Evergreen Pilates
Industry Health, Wellness and Fitness
Experience
Evergreen Pilates October 2012 - Present
J.P. Morgan Asset Management March 2006 - March 2011
JPMorganChase August 2004 - March 2006
Education
The Pilates Center Teacher Training Program
The American Academy of Personal Training 2009 — 2010
Personal Training
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Finance
Evergreen Pilates October 2012 - Present
J.P. Morgan Asset Management March 2006 - March 2011
JPMorganChase August 2004 - March 2006
Education
The Pilates Center Teacher Training Program
The American Academy of Personal Training 2009 — 2010
Personal Training
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Finance
Isaac Signorelli's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Associate, Capital Markets at AlphaSights
Industry Financial Services
Experience
AlphaSights July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
UBS Wealth Management November 2013 - January 2014
Syracuse University August 2013 - December 2013
Onondaga County-Office of the County Executive June 2012 - August 2012
TheLip.Tv October 2011 - December 2011
Mr. Shop March 2011 - August 2011
Bill Rapp Superstore June 2010 - August 2010
Skills
Finance, Bloomberg Terminal, Research, Interest Rate..., Credit Derivatives, Equities, Fixed Income, FX Derivatives, Commodity Markets, Options, Equity Derivatives, Foreign Exchange, Microsoft Excel, Derivatives, Microsoft Office, Entrepreneurship, Management, Leadership, Teamwork, Presenting, PowerPoint, Time Management, Data Analysis, Public Speaking, Public Relations, Microsoft Word, Event Planning, Budgets, Access, Presentations
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2015
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Manlius Pebble Hill School 2005 — 2011
High School
AlphaSights July 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
UBS Wealth Management November 2013 - January 2014
Syracuse University August 2013 - December 2013
Onondaga County-Office of the County Executive June 2012 - August 2012
TheLip.Tv October 2011 - December 2011
Mr. Shop March 2011 - August 2011
Bill Rapp Superstore June 2010 - August 2010
Skills
Finance, Bloomberg Terminal, Research, Interest Rate..., Credit Derivatives, Equities, Fixed Income, FX Derivatives, Commodity Markets, Options, Equity Derivatives, Foreign Exchange, Microsoft Excel, Derivatives, Microsoft Office, Entrepreneurship, Management, Leadership, Teamwork, Presenting, PowerPoint, Time Management, Data Analysis, Public Speaking, Public Relations, Microsoft Word, Event Planning, Budgets, Access, Presentations
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2015
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Manlius Pebble Hill School 2005 — 2011
High School
Deborah Clapper's J.P. Morgan Asset Management Experience January 2014 - Present
Job KYC Business Analyst/Product Specialist
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan April 2006 - December 2013
J.P. Morgan March 2003 - April 2006
National City Bank April 1986 - July 1997
Skills
Superior Client Service, Risk Management, Training, Highly motivated..., Problem Solving, Research, Client Services
Education
The Ohio State University 1974 — 1976
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan April 2006 - December 2013
J.P. Morgan March 2003 - April 2006
National City Bank April 1986 - July 1997
Skills
Superior Client Service, Risk Management, Training, Highly motivated..., Problem Solving, Research, Client Services
Education
The Ohio State University 1974 — 1976
William Raines's J.P. Morgan Asset Management Experience October 2009 - Present
Job Client Service Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
J.P. Morgan Asset Management August 2004 - October 2009
J.P. Morgan May 2001 - August 2004
Fidelity Investments January 2000 - May 2001
Fidelity Investments June 1998 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Series 7, Banking, Investments, Risk Management, Management
Education
Texas A&M University-Commerce 1992 — 1996
Bachelor's degree, Finance, General
J.P. Morgan Asset Management October 2009 - Present
J.P. Morgan Asset Management August 2004 - October 2009
J.P. Morgan May 2001 - August 2004
Fidelity Investments January 2000 - May 2001
Fidelity Investments June 1998 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Series 7, Banking, Investments, Risk Management, Management
Education
Texas A&M University-Commerce 1992 — 1996
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY