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
Cade McNown Cade McNown's J.P. Morgan Asset Management Experience August 2011 - June 2013
Job Vice President at LourdMurray
Industry Investment Management
Experience
LourdMurray June 2013 - Present
J.P. Morgan Asset Management August 2011 - June 2013
Skills
Wealth Management..., Series 7, Private Banking, Asset Allocation, Fixed Income, Investments, Equities, Series 63, Asset Managment, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Management
Education
UCLA 1995 — 1999
Bachelor of Arts (B.A.), History
LourdMurray June 2013 - Present
J.P. Morgan Asset Management August 2011 - June 2013
Skills
Wealth Management..., Series 7, Private Banking, Asset Allocation, Fixed Income, Investments, Equities, Series 63, Asset Managment, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Management
Education
UCLA 1995 — 1999
Bachelor of Arts (B.A.), History
Veer Bhartiya Veer Bhartiya's J.P. Morgan Asset Management Experience 2014 - Present
Job Summer Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management 2014 - Present
Bruin Value Investing October 2013 - Present
UCLA Social Enterprise Academy January 2014 - Present
Pinkhem Investments Co Pvt Ltd July 2013 - September 2013
Kotak Securities July 2012 - September 2012
Cafe by the SEAS April 2012 - June 2012
Skills
Portfolio Management, Equities, Investments, Research, Microsoft Excel, PowerPoint, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Expected Cum Laude candidate
J.P. Morgan Asset Management 2014 - Present
Bruin Value Investing October 2013 - Present
UCLA Social Enterprise Academy January 2014 - Present
Pinkhem Investments Co Pvt Ltd July 2013 - September 2013
Kotak Securities July 2012 - September 2012
Cafe by the SEAS April 2012 - June 2012
Skills
Portfolio Management, Equities, Investments, Research, Microsoft Excel, PowerPoint, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Expected Cum Laude candidate
Chriswin Mohan Chriswin Mohan's J.P. Morgan Asset Management Experience April 2014 - Present
Job Vice President Trading Operations at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan Asset Management March 2010 - March 2014
J.P. Morgan Asset Management February 2008 - February 2010
J.P. Morgan Asset Management March 2005 - February 2008
JPMorgan Chase June 2003 - February 2005
JPMorgan Chase June 2002 - June 2003
Bank of America May 2001 - August 2001
Cookson Electronics July 1998 - June 2000
Skills
SDLC, Vendor Management, Process Improvement, Business Analysis, Fixed Income, Project Management, PMP, Management, PMO, IT Strategy, Quality Assurance, ITIL, Investment Management, Banking, Disaster Recovery, Risk Management, Trading Systems, Trade Settlement, Middle Office
Education
University of Pittsburgh 2000 — 2002
Master of Science (MS),, Computer and Information Systems Security/Information Assurance, 3.5
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2002
MBA, Finance and Financial Management Services, 3.5
University of Madras 1996 — 1998
MBA, Marketing
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan Asset Management March 2010 - March 2014
J.P. Morgan Asset Management February 2008 - February 2010
J.P. Morgan Asset Management March 2005 - February 2008
JPMorgan Chase June 2003 - February 2005
JPMorgan Chase June 2002 - June 2003
Bank of America May 2001 - August 2001
Cookson Electronics July 1998 - June 2000
Skills
SDLC, Vendor Management, Process Improvement, Business Analysis, Fixed Income, Project Management, PMP, Management, PMO, IT Strategy, Quality Assurance, ITIL, Investment Management, Banking, Disaster Recovery, Risk Management, Trading Systems, Trade Settlement, Middle Office
Education
University of Pittsburgh 2000 — 2002
Master of Science (MS),, Computer and Information Systems Security/Information Assurance, 3.5
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2002
MBA, Finance and Financial Management Services, 3.5
University of Madras 1996 — 1998
MBA, Marketing
Joseph Vittoria's J.P. Morgan Asset Management Experience November 2012 - Present
Job Product Specialist at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2012 - Present
The Blackstone Group October 2012 - November 2012
Ernst & Young Global Treasury July 2010 - July 2012
Ernst & Young June 2009 - July 2009
Berchem Moses & Devlin July 2008 - August 2008
Skills
Treasury Services, Avantgard Integrity, Sungard, Bloomberg, Reuters, PowerPoint, Access, Lotus Notes, Microsoft Excel, Auditing, Analysis, Financial Services, Bloomberg Terminal, Series 7, Financial Analysis, WSS, Writing, Creative Writing, Quantitative Research, Series 63, Financial Reporting, Microsoft Office, Public Speaking, Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration, Finance and Theatre, 3.4
New Canaan High School 2002 — 2006
J.P. Morgan Asset Management November 2012 - Present
The Blackstone Group October 2012 - November 2012
Ernst & Young Global Treasury July 2010 - July 2012
Ernst & Young June 2009 - July 2009
Berchem Moses & Devlin July 2008 - August 2008
Skills
Treasury Services, Avantgard Integrity, Sungard, Bloomberg, Reuters, PowerPoint, Access, Lotus Notes, Microsoft Excel, Auditing, Analysis, Financial Services, Bloomberg Terminal, Series 7, Financial Analysis, WSS, Writing, Creative Writing, Quantitative Research, Series 63, Financial Reporting, Microsoft Office, Public Speaking, Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration, Finance and Theatre, 3.4
New Canaan High School 2002 — 2006
Katherine Metcalfe, CRPC®'s J.P. Morgan Asset Management Experience November 2012 - December 2014
Job Internal Wholesaler Investment Management Associate, BlackRock
Industry Financial Services
Experience
BlackRock December 2014 - Present
J.P. Morgan Asset Management November 2012 - December 2014
J.P. Morgan Asset Management April 2011 - November 2012
J.P. Morgan Asset Management February 2010 - April 2011
Skills
Consultative Selling, Internal Wholesaler, Presentation Skills, Competitive Analysis, Fiduciary, Mutual Funds, 529 Plans, Retirement Planning, Economics, Sales, Relationship Management, Market Knowledge, Investment Management, Competitive Positioning, Separately Managed...
Education
University of Dayton 2005 — 2009
Bachelor of Science (BS), Business Administration, Minor in Communications
BlackRock December 2014 - Present
J.P. Morgan Asset Management November 2012 - December 2014
J.P. Morgan Asset Management April 2011 - November 2012
J.P. Morgan Asset Management February 2010 - April 2011
Skills
Consultative Selling, Internal Wholesaler, Presentation Skills, Competitive Analysis, Fiduciary, Mutual Funds, 529 Plans, Retirement Planning, Economics, Sales, Relationship Management, Market Knowledge, Investment Management, Competitive Positioning, Separately Managed...
Education
University of Dayton 2005 — 2009
Bachelor of Science (BS), Business Administration, Minor in Communications
Lucas Moore Lucas Moore's J.P. Morgan Asset Management Experience January 2015 - Present
Job KYC
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
United States Marine Corps 2002 - 2014
Skills
Military, Intelligence Analysis, National Security, Military Operations, Intelligence, Command, Counterinsurgency, Force Protection, Military Experience, Operational Planning, Top Secret, Combat, Weapons, Afghanistan, Interagency Coordination
Education
University of Nevada-Las Vegas 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
J.P. Morgan Asset Management January 2015 - Present
United States Marine Corps 2002 - 2014
Skills
Military, Intelligence Analysis, National Security, Military Operations, Intelligence, Command, Counterinsurgency, Force Protection, Military Experience, Operational Planning, Top Secret, Combat, Weapons, Afghanistan, Interagency Coordination
Education
University of Nevada-Las Vegas 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Arthur Olunwa Arthur Olunwa's J.P. Morgan Asset Management Experience February 2012 - March 2015
Job Senior Portfolio Manager Fixed Income at Exelon Corporation
Industry Investment Management
Experience
Exelon March 2015 - Present
J.P. Morgan Asset Management February 2012 - March 2015
J.P. Morgan Asset Management December 2006 - February 2012
J.P. Morgan Asset Management March 2004 - December 2006
Jupiter Asset Management January 2000 - March 2004
Skills
Fixed Income Portfolio..., Chartered Financial..., Qualified Chartered..., Defined Contribution, Defined Benefit, Investment Management, Fixed Income Analysis, Superior Client Service, Risk Management, Financial Analysis, Financial Reporting, Financial Accounting, Performance Attribution, Barclays Point, Bloomberg, Sales, Investments, Fixed Income, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Capital Markets
Education
Association of Chartered Certified Accountants 2000 — 2004
Fellow Member
University of East London 1996 — 1999
Bsc, Business Economics
Exelon March 2015 - Present
J.P. Morgan Asset Management February 2012 - March 2015
J.P. Morgan Asset Management December 2006 - February 2012
J.P. Morgan Asset Management March 2004 - December 2006
Jupiter Asset Management January 2000 - March 2004
Skills
Fixed Income Portfolio..., Chartered Financial..., Qualified Chartered..., Defined Contribution, Defined Benefit, Investment Management, Fixed Income Analysis, Superior Client Service, Risk Management, Financial Analysis, Financial Reporting, Financial Accounting, Performance Attribution, Barclays Point, Bloomberg, Sales, Investments, Fixed Income, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Capital Markets
Education
Association of Chartered Certified Accountants 2000 — 2004
Fellow Member
University of East London 1996 — 1999
Bsc, Business Economics
Joseph Wells, CFA, CFP Joseph Wells, CFA, CFP's J.P. Morgan Asset Management Experience April 2013 - December 2014
Job Wealth Management
Industry Financial Services
Experience
John W. Brooker & Co. January 2015 - Present
J.P. Morgan Asset Management April 2013 - December 2014
Navigation Group, Inc September 2001 - April 2013
Robertson Stephens February 2000 - July 2001
Skills
Portfolio Management, Trading, Asset Allocation, Performance Attribution, Mutual Funds, Investments, Private Equity, Investment Strategies, Series 7, Fixed Income, Equities, Asset Management, Equity Research, ETFs, Investment Advisory, Private Wealth..., Securities, Wealth Management, Bonds, Capital Markets, Financial Analysis, Derivatives, Portfolio Optimization, Due Diligence, Options, Fund Of Funds, Structured Products, Venture Capital, Hedging, Emerging Markets, Valuation, Investment Banking, Financial Modeling, Finance, Bloomberg
Education
University of California, Santa Barbara
BS, Business Economics
John W. Brooker & Co. January 2015 - Present
J.P. Morgan Asset Management April 2013 - December 2014
Navigation Group, Inc September 2001 - April 2013
Robertson Stephens February 2000 - July 2001
Skills
Portfolio Management, Trading, Asset Allocation, Performance Attribution, Mutual Funds, Investments, Private Equity, Investment Strategies, Series 7, Fixed Income, Equities, Asset Management, Equity Research, ETFs, Investment Advisory, Private Wealth..., Securities, Wealth Management, Bonds, Capital Markets, Financial Analysis, Derivatives, Portfolio Optimization, Due Diligence, Options, Fund Of Funds, Structured Products, Venture Capital, Hedging, Emerging Markets, Valuation, Investment Banking, Financial Modeling, Finance, Bloomberg
Education
University of California, Santa Barbara
BS, Business Economics
Moses Ip Moses Ip's J.P. Morgan Asset Management Experience February 2015 - April 2015
Job Summer Intern at Exotix
Industry Financial Services
Experience
Exotix Partners LLP June 2014 - Present
J.P. Morgan Asset Management February 2015 - April 2015
Long March Investment Asia Ltd June 2012 - August 2012
Sauterrentsch S.R.O January 2012 - April 2012
Skills
PowerPoint, Mandarin, Cantonese, C++, HTML, Java, Microsoft Excel, Teamwork, Valuation, Financial Analysis, Public Speaking, Microsoft Office
Education
UNC Chapel Hill 2012 — 2014
Bachelor's Degree, Business Administration and Management, investment and consulting, 3.54
University of North Carolina, Kenan Flagler School of Business 2012 — 2014
Bachelor of Science, Investment Finance and consulting
Exotix Partners LLP June 2014 - Present
J.P. Morgan Asset Management February 2015 - April 2015
Long March Investment Asia Ltd June 2012 - August 2012
Sauterrentsch S.R.O January 2012 - April 2012
Skills
PowerPoint, Mandarin, Cantonese, C++, HTML, Java, Microsoft Excel, Teamwork, Valuation, Financial Analysis, Public Speaking, Microsoft Office
Education
UNC Chapel Hill 2012 — 2014
Bachelor's Degree, Business Administration and Management, investment and consulting, 3.54
University of North Carolina, Kenan Flagler School of Business 2012 — 2014
Bachelor of Science, Investment Finance and consulting
Lauren Perrotta's J.P. Morgan Asset Management Experience October 2012 - Present
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2012 - Present
BadKid Productions December 2010 - Present
Comedy Central January 2012 - October 2012
Credit Suisse June 2009 - January 2012
Credit Suisse June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance, Accounting and Management & Organizations
J.P. Morgan Asset Management October 2012 - Present
BadKid Productions December 2010 - Present
Comedy Central January 2012 - October 2012
Credit Suisse June 2009 - January 2012
Credit Suisse June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance, Accounting and Management & Organizations
Susannah Schaffer Susannah Schaffer's J.P. Morgan Asset Management Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2014 - June 2015
J.P. Morgan Private Bank June 2012 - September 2014
Growth Capital Network September 2011 - April 2012
J.P. Morgan Private Bank June 2011 - August 2011
Navara Foundation January 2009 - May 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance, Accounting
University of Michigan 2008 — 2011
Bachelor of Business Administration, Minor in Environmental Studies
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2014 - June 2015
J.P. Morgan Private Bank June 2012 - September 2014
Growth Capital Network September 2011 - April 2012
J.P. Morgan Private Bank June 2011 - August 2011
Navara Foundation January 2009 - May 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance, Accounting
University of Michigan 2008 — 2011
Bachelor of Business Administration, Minor in Environmental Studies
Benjamin Powers's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase June 2012 - June 2014
Raymond James Bank May 2011 - June 2011
Raymond James Bank May 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Credit, Credit Risk, Financial Analysis
Education
University of Florida 2007 — 2011
Business Administration, Finance
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Arts, Business Administration
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase June 2012 - June 2014
Raymond James Bank May 2011 - June 2011
Raymond James Bank May 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Office, Credit, Credit Risk, Financial Analysis
Education
University of Florida 2007 — 2011
Business Administration, Finance
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Arts, Business Administration
David Rittner, CFA David Rittner, CFA's J.P. Morgan Asset Management Experience July 2011 - July 2015
Job Fixed Income Portfolio Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2015 - Present
J.P. Morgan Asset Management July 2011 - July 2015
State Street Global Advisors June 2009 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Wellington Management August 2015 - Present
J.P. Morgan Asset Management July 2011 - July 2015
State Street Global Advisors June 2009 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
David Oller David Oller's J.P. Morgan Asset Management Experience January 1999 - May 2005
Job Financial Services Business Analyst and Software Developer | Institutional US Equity Trader
Industry Financial Services
Experience
J.P. Morgan Asset Management January 1999 - May 2005
J.P. Morgan Asset Management April 1997 - January 1999
J.P. Morgan June 1993 - April 1997
Skills
Trading Systems, Equities, Trading, Asset Management, Project Management, Business Analysis, Process Engineering, Software Development, Commerce, Industry Analysis, Bloomberg, Derivatives, Capital Markets, Hedge Funds, Technical Analysis, Securities, SDLC, Financial Services, Equity Trading, Analysis, Electronic Trading, Options, Fixed Income, Competitive Analysis
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BS in Business Administration and a MInor in Management Information Systems, with focus on Finance, Accounting, Economics, Operations Management, Forecasting, and Programming
J.P. Morgan Asset Management January 1999 - May 2005
J.P. Morgan Asset Management April 1997 - January 1999
J.P. Morgan June 1993 - April 1997
Skills
Trading Systems, Equities, Trading, Asset Management, Project Management, Business Analysis, Process Engineering, Software Development, Commerce, Industry Analysis, Bloomberg, Derivatives, Capital Markets, Hedge Funds, Technical Analysis, Securities, SDLC, Financial Services, Equity Trading, Analysis, Electronic Trading, Options, Fixed Income, Competitive Analysis
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BS in Business Administration and a MInor in Management Information Systems, with focus on Finance, Accounting, Economics, Operations Management, Forecasting, and Programming
John Natale John Natale's J.P. Morgan Asset Management Experience March 2015 - Present
Job Sales Analyst
Industry Investment Management
Experience
J.P. Morgan Asset Management March 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments January 2013 - December 2013
Aerotek July 2012 - December 2012
Century Securities Associates, Inc. April 2011 - May 2012
U.S. House of Representatives July 2011 - August 2011
NuFlux LLC May 2009 - January 2011
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration, Finance, Economics, Senior
J.P. Morgan Asset Management March 2015 - Present
Fidelity Investments August 2014 - February 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments January 2013 - December 2013
Aerotek July 2012 - December 2012
Century Securities Associates, Inc. April 2011 - May 2012
U.S. House of Representatives July 2011 - August 2011
NuFlux LLC May 2009 - January 2011
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration, Finance, Economics, Senior
Xuzhe Daniel Shen's J.P. Morgan Asset Management Experience May 2013 - August 2013
Job Forensic Intern at KPMG Advisory Risk Consulting
Industry Accounting
Experience
KPMG Advisory Risk Consulting June 2014 - August 2014
J.P. Morgan Asset Management May 2013 - August 2013
Carolina Union June 2011 - January 2012
Kenan-Flagler Business School June 2011 - August 2011
North Carolina Botanical Garden at UNC-Chapel Hill May 2011 - July 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Business Administration, Finance
University of North Carolina at Chapel Hill 2010 — 2014
Business Administration, Economics
KPMG Advisory Risk Consulting June 2014 - August 2014
J.P. Morgan Asset Management May 2013 - August 2013
Carolina Union June 2011 - January 2012
Kenan-Flagler Business School June 2011 - August 2011
North Carolina Botanical Garden at UNC-Chapel Hill May 2011 - July 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Business Administration, Finance
University of North Carolina at Chapel Hill 2010 — 2014
Business Administration, Economics
Alex Constantin Alex Constantin's J.P. Morgan Asset Management Experience May 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
Alexander Bez Alexander Bez's J.P. Morgan Asset Management Experience June 2015 - Present
Job Summer Analyst: Global Real Assets Group at J.P. Morgan Asset Management
Industry Real Estate
Experience
J.P. Morgan Asset Management June 2015 - Present
University of Michigan Athletic Department September 2012 - Present
NAI Farbman April 2014 - August 2014
U of M Solar August 2013 - April 2014
Big Ten Network October 2012 - January 2014
Intalytics June 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English, Alteryx, SPSS
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor's Degree, Finance and Strategy
University of Michigan 2012 — 2016
Okemos High School 2008 — 2012
J.P. Morgan Asset Management June 2015 - Present
University of Michigan Athletic Department September 2012 - Present
NAI Farbman April 2014 - August 2014
U of M Solar August 2013 - April 2014
Big Ten Network October 2012 - January 2014
Intalytics June 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English, Alteryx, SPSS
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor's Degree, Finance and Strategy
University of Michigan 2012 — 2016
Okemos High School 2008 — 2012
Cory Simonds's J.P. Morgan Asset Management Experience October 2013 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2013 - Present
J.P. Morgan Asset Management January 2011 - October 2013
J.P. Morgan Asset Management May 2010 - September 2010
J.P. Morgan June 2008 - August 2009
Weichert, Realtors - Elite Professionals April 2007 - May 2008
Skills
Private Banking, Series 7, Series 63, VBA, Banking, Investment Strategies, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
University of Michigan 2006 — 2010
BS, Economics
J.P. Morgan Asset Management October 2013 - Present
J.P. Morgan Asset Management January 2011 - October 2013
J.P. Morgan Asset Management May 2010 - September 2010
J.P. Morgan June 2008 - August 2009
Weichert, Realtors - Elite Professionals April 2007 - May 2008
Skills
Private Banking, Series 7, Series 63, VBA, Banking, Investment Strategies, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
University of Michigan 2006 — 2010
BS, Economics
Brian Tatom Brian Tatom's J.P. Morgan Asset Management Experience December 2011 - Present
Job Vice President Client Advisor, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2011 - Present
Citadel Investment Group August 2010 - August 2011
Eaton Corporation 2002 - 2008
Skills
Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation, Strategy, Strategic Planning, Series 7, Process Improvement, Portfolio Management, Equities, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Washington University in St. Louis - Olin Business School 1998 — 2002
Business Administration, Finance, International Business
J.P. Morgan Asset Management December 2011 - Present
Citadel Investment Group August 2010 - August 2011
Eaton Corporation 2002 - 2008
Skills
Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation, Strategy, Strategic Planning, Series 7, Process Improvement, Portfolio Management, Equities, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Washington University in St. Louis - Olin Business School 1998 — 2002
Business Administration, Finance, International Business
Lada Engchawadechasilp, CIMA®'s J.P. Morgan Asset Management Experience May 2015 - Present
Job Retirement Business Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2015 - Present
Skills
Mutual Funds, Retirement, Investments, Equities, Strategic Financial..., Fixed Income, Finance, CIMA®- Certified...
Education
University of California, Los Angeles
J.P. Morgan Asset Management May 2015 - Present
Skills
Mutual Funds, Retirement, Investments, Equities, Strategic Financial..., Fixed Income, Finance, CIMA®- Certified...
Education
University of California, Los Angeles
Ariel Anaya's J.P. Morgan Asset Management Experience April 2014 - Present
Job Real Estate Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan January 2013 - April 2014
GLL Real Estate Partners June 2012 - November 2012
University of Central Florida Business Incubator January 2012 - May 2012
New Hope for Kids August 2011 - December 2011
Marcus & Millichap September 2011 - November 2011
Robert W. Baird & Co. May 2011 - August 2011
Scottrade August 2010 - May 2011
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Financial Analysis, Equities, Investments, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Corporate Finance, Equity Research, Banking, Credit, Mutual Funds, Statistical Modeling, Predictive Analytics, Sales Presentations, Business Relationship..., Commercial Real Estate..., Commercial Real Estate, Asset Management, Multivariate Analysis, Linear Regression, Real Estate Acquisitions, CoStar
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Finance
Olympia High School 2006 — 2007
Mercersburg Academy 2005 — 2006
Trinity Prep 2004 — 2005
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan January 2013 - April 2014
GLL Real Estate Partners June 2012 - November 2012
University of Central Florida Business Incubator January 2012 - May 2012
New Hope for Kids August 2011 - December 2011
Marcus & Millichap September 2011 - November 2011
Robert W. Baird & Co. May 2011 - August 2011
Scottrade August 2010 - May 2011
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Financial Analysis, Equities, Investments, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Corporate Finance, Equity Research, Banking, Credit, Mutual Funds, Statistical Modeling, Predictive Analytics, Sales Presentations, Business Relationship..., Commercial Real Estate..., Commercial Real Estate, Asset Management, Multivariate Analysis, Linear Regression, Real Estate Acquisitions, CoStar
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Finance
Olympia High School 2006 — 2007
Mercersburg Academy 2005 — 2006
Trinity Prep 2004 — 2005
Dan Holtkamp, CIMA®'s J.P. Morgan Asset Management Experience July 2013 - Present
Job Vice President Client Advisor at J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management January 2012 - July 2013
J.P. Morgan Asset Management April 2010 - December 2011
JPMorgan Chase May 2009 - April 2010
Skills
Series 7, Series 63, Investments, Mutual Funds, Equities, Asset Allocation, Financial Analysis, Bloomberg, Alternative Investments, Separately Managed..., Securities, Fixed Income, Consultative sales..., Presentation skills, Investment Management, Economic Knowledge, Mutual Fund Competitive..., Fiduciary, Relationship management, 529 Plans, ETFs, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management January 2012 - July 2013
J.P. Morgan Asset Management April 2010 - December 2011
JPMorgan Chase May 2009 - April 2010
Skills
Series 7, Series 63, Investments, Mutual Funds, Equities, Asset Allocation, Financial Analysis, Bloomberg, Alternative Investments, Separately Managed..., Securities, Fixed Income, Consultative sales..., Presentation skills, Investment Management, Economic Knowledge, Mutual Fund Competitive..., Fiduciary, Relationship management, 529 Plans, ETFs, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
John Sides's J.P. Morgan Asset Management Experience July 2015 - Present
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management August 2014 - July 2015
J.P.Morgan Asset Management June 2011 - July 2014
J.P.Morgan Asset Management June 2010 - August 2010
Berens Capital Management May 2009 - July 2009
Skills
Financial Modeling, Fixed Income, Financial Analysis, Portfolio Management, Valuation, Bloomberg, Corporate Finance
Education
University of Pennsylvania 2007 — 2011
St. Paul's School (Concord, NH) 2004 — 2007
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management August 2014 - July 2015
J.P.Morgan Asset Management June 2011 - July 2014
J.P.Morgan Asset Management June 2010 - August 2010
Berens Capital Management May 2009 - July 2009
Skills
Financial Modeling, Fixed Income, Financial Analysis, Portfolio Management, Valuation, Bloomberg, Corporate Finance
Education
University of Pennsylvania 2007 — 2011
St. Paul's School (Concord, NH) 2004 — 2007
Matthew McLaughlin's J.P. Morgan Asset Management Experience 2013 - June 2014
Job BMO Private Bank
Industry Financial Services
Experience
BMO Financial Group June 2014 - Present
J.P. Morgan Asset Management 2013 - June 2014
White, Weld & Co. 2012 - 2012
Guggenheim Partners 2010 - 2012
Golf Professional 2007 - 2009
Skills
Investment Management, Private Banking, Business Development, Strategic Financial..., Investment Advisory, Asset Based Lending, Retirement Planning, Securities Lending, Alternative Investments, Retirement Plan..., Hedge Funds, New Business Development, Separately Managed..., Personal Financial..., Fund Of Funds, Client Services, Asset Allocation, Portfolio Management, Asset Management, Investments, Banking, Mortgage Lending, retirement, Series 7, Commercial Banking, Investment Strategies, Loans, Home Equity Loans, Loan Origination, Mortgage Banking, Series 63, Financial Planning
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Kinesiology, Psychology
BMO Financial Group June 2014 - Present
J.P. Morgan Asset Management 2013 - June 2014
White, Weld & Co. 2012 - 2012
Guggenheim Partners 2010 - 2012
Golf Professional 2007 - 2009
Skills
Investment Management, Private Banking, Business Development, Strategic Financial..., Investment Advisory, Asset Based Lending, Retirement Planning, Securities Lending, Alternative Investments, Retirement Plan..., Hedge Funds, New Business Development, Separately Managed..., Personal Financial..., Fund Of Funds, Client Services, Asset Allocation, Portfolio Management, Asset Management, Investments, Banking, Mortgage Lending, retirement, Series 7, Commercial Banking, Investment Strategies, Loans, Home Equity Loans, Loan Origination, Mortgage Banking, Series 63, Financial Planning
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Kinesiology, Psychology
Kirk Barry Kirk Barry's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Student at Terry College of Business
Industry Higher Education
Experience
J.P. Morgan Asset Management May 2014 - August 2014
The Law Offices of Todd A. Orston, LLC July 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Financial Modeling
Education
University of Georgia - Terry College of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance
J.P. Morgan Asset Management May 2014 - August 2014
The Law Offices of Todd A. Orston, LLC July 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Financial Modeling
Education
University of Georgia - Terry College of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Adam Whiting Adam Whiting's J.P. Morgan Asset Management Experience May 1998 - January 2003
Job Principal at Verity Insurance & Financial Services LLC
Industry Financial Services
Experience
Verity Insurance & Financial Services LLC August 2014 - Present
NYLIFE Securities LLC March 2011 - Present
Systematic Financial April 2007 - May 2009
Callan Associates, Inc. May 2004 - April 2007
J.P. Morgan Asset Management May 1998 - January 2003
Oppenheimer Capital December 1994 - May 1998
Skills
Investments, Financial Services, Finance, Insurance, Series 7, IRAs, Series 63, Retirement, Income, Estate Planning, Long Term Care Insurance, Marketing, Competitive Analysis, Fixed Annuities, Licensed Life Insurance..., Thought Leadership, Retirement Planning, Life Insurance, Lifetime Income..., 401(k) Rollovers, Buy/Sell Insurance, Key Person Insurance, Annuity Sales, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Equities, Leadership, Sales, Strategy
Education
University of Maryland College Park
B.S.
Marlboro High School 1986 — 1990
Verity Insurance & Financial Services LLC August 2014 - Present
NYLIFE Securities LLC March 2011 - Present
Systematic Financial April 2007 - May 2009
Callan Associates, Inc. May 2004 - April 2007
J.P. Morgan Asset Management May 1998 - January 2003
Oppenheimer Capital December 1994 - May 1998
Skills
Investments, Financial Services, Finance, Insurance, Series 7, IRAs, Series 63, Retirement, Income, Estate Planning, Long Term Care Insurance, Marketing, Competitive Analysis, Fixed Annuities, Licensed Life Insurance..., Thought Leadership, Retirement Planning, Life Insurance, Lifetime Income..., 401(k) Rollovers, Buy/Sell Insurance, Key Person Insurance, Annuity Sales, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Equities, Leadership, Sales, Strategy
Education
University of Maryland College Park
B.S.
Marlboro High School 1986 — 1990
Ashimedua Okonneh's J.P. Morgan Asset Management Experience May 2013 - August 2013
Job Student at University of Pennsylvania The Wharton School
Industry
Experience
The Wharton School March 2012 - Present
Oliver Wyman June 2014 - August 2014
J.P. Morgan Asset Management May 2013 - August 2013
Skills
Research, PowerPoint, Data Analysis, Spanish, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Economics, Stata
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations
Phillips Exeter 2008 — 2011
The Wharton School March 2012 - Present
Oliver Wyman June 2014 - August 2014
J.P. Morgan Asset Management May 2013 - August 2013
Skills
Research, PowerPoint, Data Analysis, Spanish, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Economics, Stata
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations
Phillips Exeter 2008 — 2011
Gordon R. Schonfeld, CFA Gordon R. Schonfeld, CFA's J.P. Morgan Asset Management Experience January 2009 - March 2009
Job Marketing Communicator
Industry Writing and Editing
Experience
HSBC Global Asset Management September 2011 - April 2012
Legg Mason & Co., LLC November 2009 - July 2011
J.P. Morgan Asset Management January 2009 - March 2009
AllianceBernstein Institutional Investments November 2005 - October 2008
Credit Suisse Asset Management 1996 - 2004
Skills
Marketing communications, Financial writing, Financial services, Asset management, Thought leadership, Content development, Website content audit, DC/Retirement, Content Development, Mutual Funds, Hedge Funds, Competitive Analysis, Equities, Finance, Alternative Investments, Editing, Financial Services, Fixed Income, Asset Managment, Marketing Communications, Portfolio Management, Investments, Thought Leadership, Capital Markets, Asset Allocation, Asset Management, Investment Strategies, Private Equity, Integrated Marketing, Investment Management, Emerging Markets, Market Research, Securities, Strategy, Series 7, Financial Advisory, ETFs, Economics, Financial Markets, Bonds
Education
CFA Institute
Chartered Financial Analyst
New York University - Leonard N. Stern School of Business
M.B.A., finance
University of Pennsylvania
B.A., American civilization
HSBC Global Asset Management September 2011 - April 2012
Legg Mason & Co., LLC November 2009 - July 2011
J.P. Morgan Asset Management January 2009 - March 2009
AllianceBernstein Institutional Investments November 2005 - October 2008
Credit Suisse Asset Management 1996 - 2004
Skills
Marketing communications, Financial writing, Financial services, Asset management, Thought leadership, Content development, Website content audit, DC/Retirement, Content Development, Mutual Funds, Hedge Funds, Competitive Analysis, Equities, Finance, Alternative Investments, Editing, Financial Services, Fixed Income, Asset Managment, Marketing Communications, Portfolio Management, Investments, Thought Leadership, Capital Markets, Asset Allocation, Asset Management, Investment Strategies, Private Equity, Integrated Marketing, Investment Management, Emerging Markets, Market Research, Securities, Strategy, Series 7, Financial Advisory, ETFs, Economics, Financial Markets, Bonds
Education
CFA Institute
Chartered Financial Analyst
New York University - Leonard N. Stern School of Business
M.B.A., finance
University of Pennsylvania
B.A., American civilization
Joanne Koszarek's J.P. Morgan Asset Management Experience February 2011 - May 2012
Job VP Business Management, Consumer & Community Banking Risk at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2012 - Present
JP Morgan Asset Management February 2011 - May 2012
J.P. Morgan Asset Management October 2007 - January 2011
JP Morgan Chase February 2005 - October 2007
JP Morgan Chase July 2004 - February 2005
Skills
Project Management, Building Relationships, Strategic Thinking, Flawless Execution, Team-oriented, Performance Management, Onboarding, Training, Financial Services, Interviews, Change Management, Strategy, Human Resources, Leadership, Management, College Recruiting, Talent Acquisition, SDLC, Banking, Customer Service
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Psychology, Human Resources
JPMorgan Chase May 2012 - Present
JP Morgan Asset Management February 2011 - May 2012
J.P. Morgan Asset Management October 2007 - January 2011
JP Morgan Chase February 2005 - October 2007
JP Morgan Chase July 2004 - February 2005
Skills
Project Management, Building Relationships, Strategic Thinking, Flawless Execution, Team-oriented, Performance Management, Onboarding, Training, Financial Services, Interviews, Change Management, Strategy, Human Resources, Leadership, Management, College Recruiting, Talent Acquisition, SDLC, Banking, Customer Service
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Psychology, Human Resources
LeAnn Aharonian LeAnn Aharonian's J.P. Morgan Asset Management Experience February 2011 - April 2012
Job Manager, Accounting/Finance at Beachbody LLC
Industry Accounting
Experience
Beachbody LLC April 2012 - April 2014
J.P. Morgan Asset Management February 2011 - April 2012
Ernst & Young September 2010 - February 2011
R.W. Selby & Company June 2009 - August 2009
Colony Capital, LLC 2007 - 2008
Ernst & Young 2005 - 2007
Skills
Valuation, Due Diligence, Finance, Financial Analysis, Financial Modeling, Management, Investments, Accounting, Financial Reporting, Consulting
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
BA, Business Economics
Beachbody LLC April 2012 - April 2014
J.P. Morgan Asset Management February 2011 - April 2012
Ernst & Young September 2010 - February 2011
R.W. Selby & Company June 2009 - August 2009
Colony Capital, LLC 2007 - 2008
Ernst & Young 2005 - 2007
Skills
Valuation, Due Diligence, Finance, Financial Analysis, Financial Modeling, Management, Investments, Accounting, Financial Reporting, Consulting
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
BA, Business Economics
Audrey Bauer Audrey Bauer's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management June 2015 - August 2015
PulteGroup July 2014 - November 2014
Group Tour Media June 2013 - August 2013
The Curragh Irish Pub & Restaurant May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
J.P. Morgan Asset Management June 2015 - August 2015
PulteGroup July 2014 - November 2014
Group Tour Media June 2013 - August 2013
The Curragh Irish Pub & Restaurant May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Frederick Nolde, CFA Frederick Nolde, CFA's J.P. Morgan Asset Management Experience July 2003 - October 2005
Job Director at Investure, LLC
Industry Investment Management
Experience
Investure, LLC June 2015 - Present
BDC Investments, LLC April 2014 - June 2015
The Riverstone Group October 2005 - April 2014
J.P. Morgan Asset Management July 2003 - October 2005
Skills
Equity Research, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Private Equity, Microsoft Office, Family Office, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Fixed Income, Investment Banking, Investment Management, Bloomberg, Venture Capital, Corporate Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Business
University of Virginia 1999 — 2003
Bachelor of Arts, Economics
Investure, LLC June 2015 - Present
BDC Investments, LLC April 2014 - June 2015
The Riverstone Group October 2005 - April 2014
J.P. Morgan Asset Management July 2003 - October 2005
Skills
Equity Research, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Private Equity, Microsoft Office, Family Office, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Fixed Income, Investment Banking, Investment Management, Bloomberg, Venture Capital, Corporate Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Business
University of Virginia 1999 — 2003
Bachelor of Arts, Economics
Christopher Shen Christopher Shen's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Investment Associate at The Kresge Foundation
Industry Investment Management
Experience
The Kresge Foundation January 2015 - Present
The Kresge Foundation July 2012 - December 2014
J.P. Morgan Asset Management June 2011 - August 2011
Deloitte July 2010 - August 2010
Skills
Financial Analysis, Valuation, Financial Modeling, Due Diligence, Data Analysis, Alternative Investments, Time Series Analysis, Portfolio Management, Microsoft Excel, VBA, Bloomberg, Research, Institutional..., Asset Allocation, Monte Carlo Simulation, Statistics, Private Equity, Real Assets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance, Accounting
The Kresge Foundation January 2015 - Present
The Kresge Foundation July 2012 - December 2014
J.P. Morgan Asset Management June 2011 - August 2011
Deloitte July 2010 - August 2010
Skills
Financial Analysis, Valuation, Financial Modeling, Due Diligence, Data Analysis, Alternative Investments, Time Series Analysis, Portfolio Management, Microsoft Excel, VBA, Bloomberg, Research, Institutional..., Asset Allocation, Monte Carlo Simulation, Statistics, Private Equity, Real Assets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance, Accounting
Kirk Dodge's J.P. Morgan Asset Management Experience December 2010 - December 2012
Job Consult to growing, high potential companies
Industry Financial Services
Experience
Dodge Consulting December 2012 - Present
Barton Hills Country Club 2012 - 2013
J.P. Morgan Asset Management December 2010 - December 2012
The Fusion Group June 2009 - December 2010
Poplar Forest Funds May 2009 - December 2010
Principal Financial Group November 2006 - January 2009
Crowell Weedon October 2004 - October 2006
Capital Group/American Funds October 1993 - October 2004
Dobson McOmber January 1991 - September 1993
Greenhills School 1991 - 1993
Skills
Sales Management, Series 63, Series 7, New Business Development, Strategic Planning, Mutual Funds, Leadership, Investments, Retirement Planning, Management, Marketing Communications, 401k, Sales, Selling, Coaching, Retirement, Recruiting, Business Development, Start-ups, Sales Operations, Sales Process, Training, Strategy
Education
University of Michigan 1989 — 1991
Masters - Urban and Regional Planning, Economic Development
University of Colorado at Boulder 1978 — 1980
B.A., Economics
Greenhills School 1971 — 1977
Dodge Consulting December 2012 - Present
Barton Hills Country Club 2012 - 2013
J.P. Morgan Asset Management December 2010 - December 2012
The Fusion Group June 2009 - December 2010
Poplar Forest Funds May 2009 - December 2010
Principal Financial Group November 2006 - January 2009
Crowell Weedon October 2004 - October 2006
Capital Group/American Funds October 1993 - October 2004
Dobson McOmber January 1991 - September 1993
Greenhills School 1991 - 1993
Skills
Sales Management, Series 63, Series 7, New Business Development, Strategic Planning, Mutual Funds, Leadership, Investments, Retirement Planning, Management, Marketing Communications, 401k, Sales, Selling, Coaching, Retirement, Recruiting, Business Development, Start-ups, Sales Operations, Sales Process, Training, Strategy
Education
University of Michigan 1989 — 1991
Masters - Urban and Regional Planning, Economic Development
University of Colorado at Boulder 1978 — 1980
B.A., Economics
Greenhills School 1971 — 1977
Lindsey Jones Lindsey Jones's J.P. Morgan Asset Management Experience August 2015 - Present
Job Investment Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Fortress Investment Group July 2010 - April 2013
Fortress Investment Group December 2008 - July 2010
Lehman Brothers October 2007 - November 2008
Skills
Loans, Hedge Funds, Investor Relations, Project Planning, Corporate Finance, Capital Markets, Valuation, Fixed Income, Microsoft Office, Portfolio Management, Equities, Bloomberg, Financial Modeling, Finance, Financial Analysis
Education
NYU Stern School of Business 2013 — 2015
University of Florida 2003 — 2007
Bachelor of Science (BS), Finance, General
Gaither High School 1999 — 2003
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Fortress Investment Group July 2010 - April 2013
Fortress Investment Group December 2008 - July 2010
Lehman Brothers October 2007 - November 2008
Skills
Loans, Hedge Funds, Investor Relations, Project Planning, Corporate Finance, Capital Markets, Valuation, Fixed Income, Microsoft Office, Portfolio Management, Equities, Bloomberg, Financial Modeling, Finance, Financial Analysis
Education
NYU Stern School of Business 2013 — 2015
University of Florida 2003 — 2007
Bachelor of Science (BS), Finance, General
Gaither High School 1999 — 2003
Diane Gallagher Diane Gallagher's J.P. Morgan Asset Management Experience January 2012 - October 2012
Job Vice President Defined Contribution Investment Only Practice Management at American Century Investments
Industry Financial Services
Experience
American Century Investments October 2012 - Present
J.P. Morgan Asset Management January 2012 - October 2012
J.P. Morgan Retirement Plan Services March 2010 - January 2012
J.P. Morgan Retirement Plan Services 1995 - May 2010
Mutual Fund Education Alliance November 1994 - May 1995
Sinai Health System January 1990 - May 1994
Skills
Internal & External..., Leadership, Marketing, Retirement Planning, Presenter, Business Development, Employee Benefits, Media Relations, Department Budgeting, Program Management, Coaching, Writing, Executive Presentation..., Team Facilitation, Financial Services, Relationship Management, Strategy, Retirement, 401k, CRM, Investments, Internal Communications
Education
University of Detroit Mercy 1985 — 1989
BA, Communication Studies
Regina High School
American Century Investments October 2012 - Present
J.P. Morgan Asset Management January 2012 - October 2012
J.P. Morgan Retirement Plan Services March 2010 - January 2012
J.P. Morgan Retirement Plan Services 1995 - May 2010
Mutual Fund Education Alliance November 1994 - May 1995
Sinai Health System January 1990 - May 1994
Skills
Internal & External..., Leadership, Marketing, Retirement Planning, Presenter, Business Development, Employee Benefits, Media Relations, Department Budgeting, Program Management, Coaching, Writing, Executive Presentation..., Team Facilitation, Financial Services, Relationship Management, Strategy, Retirement, 401k, CRM, Investments, Internal Communications
Education
University of Detroit Mercy 1985 — 1989
BA, Communication Studies
Regina High School
Kerry Nevins, CIMA Kerry Nevins, CIMA's J.P. Morgan Asset Management Experience August 2014 - Present
Job Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Legg Mason Global Asset Management 2003 - August 2014
Calamos Investments April 2002 - April 2003
Merrill Lynch Investment Managers March 2000 - April 2002
MetLife July 1999 - March 2000
Mutual of Omaha August 1998 - July 1999
Great West Life June 1993 - August 1998
Skills
Series 7, Series 63, Investments, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, 529 Plans, 401k, Portfolio Optimization
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business Administration
J.P. Morgan Asset Management August 2014 - Present
Legg Mason Global Asset Management 2003 - August 2014
Calamos Investments April 2002 - April 2003
Merrill Lynch Investment Managers March 2000 - April 2002
MetLife July 1999 - March 2000
Mutual of Omaha August 1998 - July 1999
Great West Life June 1993 - August 1998
Skills
Series 7, Series 63, Investments, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, 529 Plans, 401k, Portfolio Optimization
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business Administration
Austin Smyth Austin Smyth's J.P. Morgan Asset Management Experience July 2015 - Present
Job Analyst JP Morgan Global Real Assets
Industry Commercial Real Estate
Experience
J.P. Morgan Asset Management July 2015 - Present
UConn School of Business May 2013 - May 2015
Cornerstone Real Estate Advisers September 2014 - April 2015
J.P. Morgan Asset Management May 2014 - August 2014
Cornerstone Real Estate Advisers January 2014 - May 2014
Cornerstone Real Estate Advisers January 2013 - December 2013
Cornerstone Real Estate Advisers June 2012 - August 2012
Bonds.com June 2011 - August 2011
Salisbury Student Managed Investment Fund September 2009 - June 2011
UBS June 2010 - August 2010
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Finance - Real Estate and Urban Econimics
Salisbury School 2007 — 2011
High School
J.P. Morgan Asset Management July 2015 - Present
UConn School of Business May 2013 - May 2015
Cornerstone Real Estate Advisers September 2014 - April 2015
J.P. Morgan Asset Management May 2014 - August 2014
Cornerstone Real Estate Advisers January 2014 - May 2014
Cornerstone Real Estate Advisers January 2013 - December 2013
Cornerstone Real Estate Advisers June 2012 - August 2012
Bonds.com June 2011 - August 2011
Salisbury Student Managed Investment Fund September 2009 - June 2011
UBS June 2010 - August 2010
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Finance - Real Estate and Urban Econimics
Salisbury School 2007 — 2011
High School
Ryan W. Wallace, CFA's J.P. Morgan Asset Management Experience July 2012 - April 2015
Job Equity Research Internet
Industry Financial Services
Experience
Canaccord Genuity Group Inc. April 2015 - Present
J.P. Morgan Asset Management July 2012 - April 2015
J.P. Morgan July 2009 - June 2012
Education
University of Delaware
Bachelor of Science (BS), Finance
Monsignor Bonner
Canaccord Genuity Group Inc. April 2015 - Present
J.P. Morgan Asset Management July 2012 - April 2015
J.P. Morgan July 2009 - June 2012
Education
University of Delaware
Bachelor of Science (BS), Finance
Monsignor Bonner
Silvija Smitaite's J.P. Morgan Asset Management Experience March 2015 - Present
Job Client Onboarding Specialist at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase February 2009 - February 2015
IPA Premium January 2006 - November 2008
Luxury Motors Imports April 2005 - December 2005
Skills
Finance, Banking, Budgets, Sales, Project Planning, Customer Service, Variance Analysis, Inventory Management, Credit Analysis, Financial Analysis, Commercial Banking, Human Resources, Accounting, Administrative..., Hiring Personnel, Operations Management, Management, Auditing
Education
The University of Illinois at Chicago College of Business Administration 2007 — 2009
Bachelor of Science, Finance
University of Illinois at Chicago 2006 — 2009
Bachelor's, Finance
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase February 2009 - February 2015
IPA Premium January 2006 - November 2008
Luxury Motors Imports April 2005 - December 2005
Skills
Finance, Banking, Budgets, Sales, Project Planning, Customer Service, Variance Analysis, Inventory Management, Credit Analysis, Financial Analysis, Commercial Banking, Human Resources, Accounting, Administrative..., Hiring Personnel, Operations Management, Management, Auditing
Education
The University of Illinois at Chicago College of Business Administration 2007 — 2009
Bachelor of Science, Finance
University of Illinois at Chicago 2006 — 2009
Bachelor's, Finance
Adam Bertapelle, CIMA® Adam Bertapelle, CIMA®'s J.P. Morgan Asset Management Experience January 2014 - Present
Job Executive Director at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2004 - January 2014
IXIS Asset Management October 1999 - October 2003
MetLife August 1996 - October 1999
Skills
Asset Managment, Separately Managed..., Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Alternative Investments, Wealth Management, Equities, Investment Advisory, Fixed Income, Securities, Hedge Funds, Asset Management, Financial Advisory, Investment Management, Investment Strategies, Retirement Planning, Series 65
Education
Wharton School, University of Pennsylvania 2011 — 2011
CIMA, Executive Education
University of Colorado Boulder 1992 — 1996
BA, Music, Sociology
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2004 - January 2014
IXIS Asset Management October 1999 - October 2003
MetLife August 1996 - October 1999
Skills
Asset Managment, Separately Managed..., Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Alternative Investments, Wealth Management, Equities, Investment Advisory, Fixed Income, Securities, Hedge Funds, Asset Management, Financial Advisory, Investment Management, Investment Strategies, Retirement Planning, Series 65
Education
Wharton School, University of Pennsylvania 2011 — 2011
CIMA, Executive Education
University of Colorado Boulder 1992 — 1996
BA, Music, Sociology
Jason Froimowitz's J.P. Morgan Asset Management Experience May 2015 - Present
Job Mobile Product Manager at J.P. Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2012 - April 2015
Ardsley-Secor Volunteer Ambulance Corps March 2006 - December 2012
Non-profit trade association February 2012 - May 2012
University of Delaware Emergency Care Unit October 2008 - May 2012
Morgan Stanley June 2011 - August 2011
Town of Eastchester Recreation and Parks Department June 2010 - August 2010
Beacon Hill Estates Co-op June 2006 - August 2009
Education
University of Delaware 2008 — 2012
Bachelor of Science, Operations Management, Management Information Systems
Ardsley High School 2004 — 2008
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2012 - April 2015
Ardsley-Secor Volunteer Ambulance Corps March 2006 - December 2012
Non-profit trade association February 2012 - May 2012
University of Delaware Emergency Care Unit October 2008 - May 2012
Morgan Stanley June 2011 - August 2011
Town of Eastchester Recreation and Parks Department June 2010 - August 2010
Beacon Hill Estates Co-op June 2006 - August 2009
Education
University of Delaware 2008 — 2012
Bachelor of Science, Operations Management, Management Information Systems
Ardsley High School 2004 — 2008
Caroline Newell's J.P. Morgan Asset Management Experience May 2015 - Present
Job Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management May 2015 - Present
Winnetka Park District June 2011 - August 2013
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan Asset Management May 2015 - Present
Winnetka Park District June 2011 - August 2013
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Michelle Shahparast Michelle Shahparast's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job International Strategy & Operations Intern at The Huffington Post
Industry Online Media
Experience
Unwritten July 2012 - Present
The Huffington Post June 2015 - September 2015
J.P. Morgan Asset Management May 2014 - August 2014
Rent The Runway June 2012 - June 2014
American Apparel December 2011 - February 2012
Claire Dratch August 2010 - May 2011
Skills
Content Strategy, Social Media Marketing, Building Business..., comScore, Visual Styling, Business Development, Microsoft Excel, Microsoft Office, Organization &..., Academic Tutoring, Financial Analysis, Strategic Financial..., Marketing Strategy, Tutoring, Strategic Planning, PowerPoint, Customer Service, Leadership, Management, Facebook, Social Media, Event Planning, Social Networking, Sales, Marketing, Public Speaking, Blogging
Education
University of Maryland College Park 2011 — 2015
Bachelor's Degree, Finance, Senior
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Unwritten July 2012 - Present
The Huffington Post June 2015 - September 2015
J.P. Morgan Asset Management May 2014 - August 2014
Rent The Runway June 2012 - June 2014
American Apparel December 2011 - February 2012
Claire Dratch August 2010 - May 2011
Skills
Content Strategy, Social Media Marketing, Building Business..., comScore, Visual Styling, Business Development, Microsoft Excel, Microsoft Office, Organization &..., Academic Tutoring, Financial Analysis, Strategic Financial..., Marketing Strategy, Tutoring, Strategic Planning, PowerPoint, Customer Service, Leadership, Management, Facebook, Social Media, Event Planning, Social Networking, Sales, Marketing, Public Speaking, Blogging
Education
University of Maryland College Park 2011 — 2015
Bachelor's Degree, Finance, Senior
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Brandon Ritter, CIMA®'s J.P. Morgan Asset Management Experience July 2011 - Present
Job Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2011 - Present
J.P. Morgan Asset Management September 2004 - July 2011
American Express Financial Advisors June 2002 - September 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, CIMA, Modern Portfolio Theory, Capital Markets, Financial Markets
Education
University of Dayton 1998 — 2002
B.A, Political Science
J.P. Morgan Asset Management July 2011 - Present
J.P. Morgan Asset Management September 2004 - July 2011
American Express Financial Advisors June 2002 - September 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, CIMA, Modern Portfolio Theory, Capital Markets, Financial Markets
Education
University of Dayton 1998 — 2002
B.A, Political Science
Judia Chang Judia Chang's J.P. Morgan Asset Management Experience February 2015 - Present
Job Client Service Associate at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
JPMorgan Chase July 2013 - February 2015
JPMorgan Chase August 2010 - July 2013
Skills
Research, Banking, Marketing, Public Speaking, PowerPoint, Microsoft Office, Analysis, Time Management, Leadership, Microsoft Excel, Teamwork, Sales, Data Analysis, Economics, Personal Financial..., Customer Service, Microsoft Word, Long-term Customer..., Team Management, Sales Management, Customer Experience, Statistics, Outlook
Education
University of Michigan
Bachelor's Degree
J.P. Morgan Asset Management February 2015 - Present
JPMorgan Chase July 2013 - February 2015
JPMorgan Chase August 2010 - July 2013
Skills
Research, Banking, Marketing, Public Speaking, PowerPoint, Microsoft Office, Analysis, Time Management, Leadership, Microsoft Excel, Teamwork, Sales, Data Analysis, Economics, Personal Financial..., Customer Service, Microsoft Word, Long-term Customer..., Team Management, Sales Management, Customer Experience, Statistics, Outlook
Education
University of Michigan
Bachelor's Degree
Gabriela Santos's J.P. Morgan Asset Management Experience June 2014 - Present
Job Vice President, Global Market Strategist J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
HSBC Private Bank April 2011 - February 2012
HSBC Private Bank August 2009 - April 2011
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Political Science, and Economics
Horace Mann School 2001 — 2005
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
HSBC Private Bank April 2011 - February 2012
HSBC Private Bank August 2009 - April 2011
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Political Science, and Economics
Horace Mann School 2001 — 2005
Carla Pacini Carla Pacini's J.P. Morgan Asset Management Experience July 2015 - Present
Job Investment Management Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2014 - July 2015
J.P. Morgan Asset Management May 2013 - August 2013
Education
University of Pennsylvania 2010 — 2014
Bachelor of Engineering (B.Eng.), Systems Engineering & Engineering Entrepreneurship
Ransom Everglades Upper School 2006 — 2010
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2014 - July 2015
J.P. Morgan Asset Management May 2013 - August 2013
Education
University of Pennsylvania 2010 — 2014
Bachelor of Engineering (B.Eng.), Systems Engineering & Engineering Entrepreneurship
Ransom Everglades Upper School 2006 — 2010
Frances Kelsey's J.P. Morgan Asset Management Experience July 2015 - Present
Job Analyst, J. P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2014 - August 2014
Montclair Corporation June 2013 - March 2014
The Mark Dine and Tap April 2012 - June 2013
Education
University of Notre Dame 2011 — 2015
Bachelor of Arts (B.A.), Program of Liberal Studies
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2014 - August 2014
Montclair Corporation June 2013 - March 2014
The Mark Dine and Tap April 2012 - June 2013
Education
University of Notre Dame 2011 — 2015
Bachelor of Arts (B.A.), Program of Liberal Studies
Stefanie Altschuler Stefanie Altschuler's J.P. Morgan Asset Management Experience October 2015 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2015 - Present
J.P. Morgan Asset Management September 2014 - September 2015
ICAP September 2012 - August 2014
ICAP June 2011 - August 2011
Media Storm June 2010 - August 2010
Skills
Series 63, Series 7
Education
University of Miami 2008 — 2012
Bachelor of Science, Finance, Accounting
J.P. Morgan Asset Management October 2015 - Present
J.P. Morgan Asset Management September 2014 - September 2015
ICAP September 2012 - August 2014
ICAP June 2011 - August 2011
Media Storm June 2010 - August 2010
Skills
Series 63, Series 7
Education
University of Miami 2008 — 2012
Bachelor of Science, Finance, Accounting
Julia Bernier, CIPM Julia Bernier, CIPM's J.P. Morgan Asset Management Experience February 2015 - Present
Job Consultant Strategy Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2015 - Present
EARNEST Partners June 2013 - February 2015
Imerys May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Marketing, Microsoft Word, Microsoft Excel, FactSet, Performance Attribution, Performance Measurement
Education
University of Georgia - Terry College of Business 2010 — 2013
Bachelors of Business Administration, Marketing, Minor: Anthropology, 3.72
J.P. Morgan Asset Management February 2015 - Present
EARNEST Partners June 2013 - February 2015
Imerys May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Marketing, Microsoft Word, Microsoft Excel, FactSet, Performance Attribution, Performance Measurement
Education
University of Georgia - Terry College of Business 2010 — 2013
Bachelors of Business Administration, Marketing, Minor: Anthropology, 3.72
Samuel Posnick Samuel Posnick's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Summer Associate at Hogan Lovells
Industry Law Practice
Experience
Hogan Lovells May 2015 - July 2015
U.S. Court of Appeals for the 8th Circuit May 2014 - August 2014
University of Minnesota Law School May 2014 - August 2014
J.P. Morgan Asset Management June 2011 - August 2011
Sargent Bickham Lagudis December 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Sales, PowerPoint, Valuation, Financial Modeling, Finance, Event Management, Event Planning, Customer Service
Education
Uppsala University 2015 — 2016
Master of Laws (LL.M.), International Tax Law and EU Tax Law
University of Minnesota Law School 2013 — 2016
Doctor of Law (J.D.), 3L
University of Colorado Boulder 2008 — 2012
Bachelor of Science, Business Administration - Finance Emphasis
Hogan Lovells May 2015 - July 2015
U.S. Court of Appeals for the 8th Circuit May 2014 - August 2014
University of Minnesota Law School May 2014 - August 2014
J.P. Morgan Asset Management June 2011 - August 2011
Sargent Bickham Lagudis December 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Sales, PowerPoint, Valuation, Financial Modeling, Finance, Event Management, Event Planning, Customer Service
Education
Uppsala University 2015 — 2016
Master of Laws (LL.M.), International Tax Law and EU Tax Law
University of Minnesota Law School 2013 — 2016
Doctor of Law (J.D.), 3L
University of Colorado Boulder 2008 — 2012
Bachelor of Science, Business Administration - Finance Emphasis
Danielle Rubin's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Incoming Marketing Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Fluent September 2013 - April 2015
Luxottica Wholesale North America June 2014 - August 2014
EZ Pocket Eyewear May 2013 - August 2013
5 Star Legal Funding November 2010 - August 2013
Skills
Marketing, Critical Thinking, PowerPoint, Teamwork, Social Media, Management, Spanish, Community Outreach, Microsoft Office, Facebook, Entrepreneurship, Spanish-speaking, Lifeguarding, Community Service, CPR, AED, and First-Aid..., Leadership, Organization, Prezi, Microsoft Word, Microsoft Excel, Social Media Marketing, Instagram, Twitter, YouTube, Analysis, Public Speaking, Social Networking, Research, Event Planning, Sales
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Emphasis: Marketing
George W. Hewlett High School 2008 — 2012
J.P. Morgan Asset Management June 2015 - August 2015
Fluent September 2013 - April 2015
Luxottica Wholesale North America June 2014 - August 2014
EZ Pocket Eyewear May 2013 - August 2013
5 Star Legal Funding November 2010 - August 2013
Skills
Marketing, Critical Thinking, PowerPoint, Teamwork, Social Media, Management, Spanish, Community Outreach, Microsoft Office, Facebook, Entrepreneurship, Spanish-speaking, Lifeguarding, Community Service, CPR, AED, and First-Aid..., Leadership, Organization, Prezi, Microsoft Word, Microsoft Excel, Social Media Marketing, Instagram, Twitter, YouTube, Analysis, Public Speaking, Social Networking, Research, Event Planning, Sales
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Emphasis: Marketing
George W. Hewlett High School 2008 — 2012
Deidra Montoya Deidra Montoya's J.P. Morgan Asset Management Experience July 2014 - Present
Job Financial Analyst, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
University of Denver September 2010 - June 2014
J.P. Morgan September 2013 - December 2013
Republic Financial Corporation 2013 - 2013
Tangerine September 2012 - December 2012
Alpha Kappa Psi 2012 - 2012
Skills
Marketing, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Social Media Marketing, Facebook, Leadership, Microsoft Word, Event Planning, Market Research, Social Networking, Customer Service, Data Analysis, Team Building, Social Media, Competitive Analysis, Marketing Strategy, InDesign, Team Leadership, Teamwork, Time Management, Marketing Communications, Fundraising, Financial Analysis, Public Speaking, Research, Public Relations, Event Management, Qualified Mixologist, Financial Services, Economics, Stock Market, Fixed Income, Bond Markets, Certificates of Deposit
Education
University of Denver 2010 — 2014
University of Denver - Daniels College of Business 2010 — 2014
Finance & Marketing
University of Westminster 2012 — 2013
Trinidad High School 2007 — 2010
FINRA Series 7
J.P. Morgan Asset Management July 2014 - Present
University of Denver September 2010 - June 2014
J.P. Morgan September 2013 - December 2013
Republic Financial Corporation 2013 - 2013
Tangerine September 2012 - December 2012
Alpha Kappa Psi 2012 - 2012
Skills
Marketing, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Social Media Marketing, Facebook, Leadership, Microsoft Word, Event Planning, Market Research, Social Networking, Customer Service, Data Analysis, Team Building, Social Media, Competitive Analysis, Marketing Strategy, InDesign, Team Leadership, Teamwork, Time Management, Marketing Communications, Fundraising, Financial Analysis, Public Speaking, Research, Public Relations, Event Management, Qualified Mixologist, Financial Services, Economics, Stock Market, Fixed Income, Bond Markets, Certificates of Deposit
Education
University of Denver 2010 — 2014
University of Denver - Daniels College of Business 2010 — 2014
Finance & Marketing
University of Westminster 2012 — 2013
Trinidad High School 2007 — 2010
FINRA Series 7
Andrew Albeck Andrew Albeck's J.P. Morgan Asset Management Experience April 2014 - March 2015
Job Financial Analyst at O'Neill Properties Group, LP
Industry Commercial Real Estate
Experience
O'Neill Properties Group, LP March 2015 - Present
J.P. Morgan Asset Management April 2014 - March 2015
BlackRock October 2013 - March 2014
United States Marine Corps June 2007 - September 2012
Skills
Leadership, Military Operations, Military Experience, Operational Planning, Security Clearance, Team Leadership, National Security, Military, DoD, Intelligence Analysis, Training, Network Security, Crisis Management, Military Training, Force Protection, Command, Organizational..., Information Assurance, Intelligence, Tactics, Counterterrorism, Project Planning, Weapons, Military Logistics, Counterinsurgency, Capital Markets, Commercial Real Estate, Valuation, Investment Sales
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Economics
O'Neill Properties Group, LP March 2015 - Present
J.P. Morgan Asset Management April 2014 - March 2015
BlackRock October 2013 - March 2014
United States Marine Corps June 2007 - September 2012
Skills
Leadership, Military Operations, Military Experience, Operational Planning, Security Clearance, Team Leadership, National Security, Military, DoD, Intelligence Analysis, Training, Network Security, Crisis Management, Military Training, Force Protection, Command, Organizational..., Information Assurance, Intelligence, Tactics, Counterterrorism, Project Planning, Weapons, Military Logistics, Counterinsurgency, Capital Markets, Commercial Real Estate, Valuation, Investment Sales
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Economics
Dylan Waldman's J.P. Morgan Asset Management Experience October 2014 - Present
Job Incoming Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2014 - Present
JPMorgan Chase June 2014 - August 2014
University of Michigan January 2014 - May 2014
Select Express & Logistics May 2011 - January 2014
Guess What's New Boutique August 2010 - April 2011
Steve Madden June 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Strategic Thinking, Outlook, Leadership, Research, Editing, Facebook
Education
University of Michigan 2011 — 2015
Bachelor of Science (BS), Industrial Engineering
University of Michigan 2011 — 2015
Certificate in Entrepreneurship
J.P. Morgan Asset Management October 2014 - Present
JPMorgan Chase June 2014 - August 2014
University of Michigan January 2014 - May 2014
Select Express & Logistics May 2011 - January 2014
Guess What's New Boutique August 2010 - April 2011
Steve Madden June 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Strategic Thinking, Outlook, Leadership, Research, Editing, Facebook
Education
University of Michigan 2011 — 2015
Bachelor of Science (BS), Industrial Engineering
University of Michigan 2011 — 2015
Certificate in Entrepreneurship
Christian Robinson Christian Robinson's J.P. Morgan Asset Management Experience August 2011 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2011 - Present
The University of North Carolina’s Kenan-Flagler Business School August 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Neuberger Berman September 2008 - June 2009
Lehman Brothers July 2004 - August 2008
The University of Georgia August 2000 - May 2004
Skills
Bloomberg, Corporate Finance, Fixed Income, Valuation, Equities, Financial Analysis, Capital Markets, Asset Management, Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
J.P. Morgan Asset Management August 2011 - Present
The University of North Carolina’s Kenan-Flagler Business School August 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Neuberger Berman September 2008 - June 2009
Lehman Brothers July 2004 - August 2008
The University of Georgia August 2000 - May 2004
Skills
Bloomberg, Corporate Finance, Fixed Income, Valuation, Equities, Financial Analysis, Capital Markets, Asset Management, Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
Brendan Moran'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
University of Notre Dame August 2013 - May 2014
J.P. Morgan Asset Management May 2013 - August 2013
University of Notre Dame May 2012 - December 2012
NextGenJournal.com August 2010 - September 2012
Camp Boggy Creek June 2011 - August 2011
Vesper Country Club 2002 - 2010
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Theology, with Honors
Outward Bound - Colorado Rockies
Rock Climbing and Mountaineering
St. John's Preparatory School 2006 — 2010
High School Diploma
J.P. Morgan Asset Management July 2014 - Present
University of Notre Dame August 2013 - May 2014
J.P. Morgan Asset Management May 2013 - August 2013
University of Notre Dame May 2012 - December 2012
NextGenJournal.com August 2010 - September 2012
Camp Boggy Creek June 2011 - August 2011
Vesper Country Club 2002 - 2010
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Theology, with Honors
Outward Bound - Colorado Rockies
Rock Climbing and Mountaineering
St. John's Preparatory School 2006 — 2010
High School Diploma
Anthony SanFelippo Anthony SanFelippo's J.P. Morgan Asset Management Experience June 2010 - October 2011
Job Senior Compliance Advisor, Securities Finance at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments May 2015 - Present
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority November 2011 - May 2014
J.P. Morgan Asset Management June 2010 - October 2011
Weinberg Center for Corporate Governance January 2010 - June 2010
Skills
Trading, FINRA, Series 7, Securities, AML, Securities Regulation, Equity Trading, Project Management, Financial Markets, Asset Management, Market Making, Electronic Trading
Education
University of Delaware
B.S., Finance, Cum Laude
Fidelity Investments May 2015 - Present
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority November 2011 - May 2014
J.P. Morgan Asset Management June 2010 - October 2011
Weinberg Center for Corporate Governance January 2010 - June 2010
Skills
Trading, FINRA, Series 7, Securities, AML, Securities Regulation, Equity Trading, Project Management, Financial Markets, Asset Management, Market Making, Electronic Trading
Education
University of Delaware
B.S., Finance, Cum Laude
Scott A. Draper Scott A. Draper's J.P. Morgan Asset Management Experience 1999 - 2003
Job Partner & Director of Marketing at Algert Global LLC
Industry Financial Services
Experience
Algert Global LLC March 2014 - Present
Nuveen Investments October 2003 - March 2014
J.P. Morgan Asset Management 1999 - 2003
BNY Mellon 1995 - 1998
Bank of America 1991 - 1995
Skills
Alternative Investments, Asset Management, Asset Allocation, Management, Investment Strategies, Private Equity, Institutional..., Series 7, Financial Modeling, Marketing, Equities, Institutional Sales, Mutual Funds, Fund Of Funds, FINRA, Capital Markets, Securities, Series 63, Institutional, Wealth Management, Financial Services, Derivatives, Fixed Income, Portfolio Management, Investment Advisory, Bloomberg, Valuation
Education
University of California, Santa Barbara 1983 — 1987
BA, Business \ Economics, Psychology
Algert Global LLC March 2014 - Present
Nuveen Investments October 2003 - March 2014
J.P. Morgan Asset Management 1999 - 2003
BNY Mellon 1995 - 1998
Bank of America 1991 - 1995
Skills
Alternative Investments, Asset Management, Asset Allocation, Management, Investment Strategies, Private Equity, Institutional..., Series 7, Financial Modeling, Marketing, Equities, Institutional Sales, Mutual Funds, Fund Of Funds, FINRA, Capital Markets, Securities, Series 63, Institutional, Wealth Management, Financial Services, Derivatives, Fixed Income, Portfolio Management, Investment Advisory, Bloomberg, Valuation
Education
University of California, Santa Barbara 1983 — 1987
BA, Business \ Economics, Psychology
Don San Jose Don San Jose's J.P. Morgan Asset Management Experience December 2004 - Present
Job
Industry Investment Management
Experience
J.P. Morgan Asset Management December 2004 - Present
J.P. Morgan Securities January 2000 - December 2004
ING Barings Furman Selz 1997 - 2000
Skills
Equity Research, Asset Managment, Equities, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics
St. Joseph's High School 1985 — 1989
Chartered Financial Analyst
J.P. Morgan Asset Management December 2004 - Present
J.P. Morgan Securities January 2000 - December 2004
ING Barings Furman Selz 1997 - 2000
Skills
Equity Research, Asset Managment, Equities, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics
St. Joseph's High School 1985 — 1989
Chartered Financial Analyst
Joshua Skolnick's J.P. Morgan Asset Management Experience April 2014 - Present
Job Real Estate Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2014 - Present
HTG Consultants, LLC June 2012 - April 2014
Premier Real Estate June 2011 - August 2011
Campus Apartments June 2010 - September 2010
YMCA of Greater Philadelphia June 2009 - September 2009
PZS Architects LLC June 2008 - September 2008
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Real Estate, Bloomberg, Valuation, Statistical Analysis, Investment Strategies, SQL database design, Microsoft Project, Microsoft Access, Microsoft Publisher, PowerPoint, Statistics, Analysis, Investments, Marketing, Consulting, Appraisals, Finance, Access, Financial Analysis, Microsoft PowerPoint, real estate appraisal, Market Research, Argus Modeling, LEED Green Associate
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance
Cheltenham High School 2005 — 2008
J.P. Morgan Asset Management April 2014 - Present
HTG Consultants, LLC June 2012 - April 2014
Premier Real Estate June 2011 - August 2011
Campus Apartments June 2010 - September 2010
YMCA of Greater Philadelphia June 2009 - September 2009
PZS Architects LLC June 2008 - September 2008
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Real Estate, Bloomberg, Valuation, Statistical Analysis, Investment Strategies, SQL database design, Microsoft Project, Microsoft Access, Microsoft Publisher, PowerPoint, Statistics, Analysis, Investments, Marketing, Consulting, Appraisals, Finance, Access, Financial Analysis, Microsoft PowerPoint, real estate appraisal, Market Research, Argus Modeling, LEED Green Associate
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance
Cheltenham High School 2005 — 2008
Ben Kleinschmidt Ben Kleinschmidt's J.P. Morgan Asset Management Experience May 2010 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2010 - Present
Skills
VBA, VB.NET, HTML, SQL, Microsoft Office, Bloomberg, Eagle PACE, Smartstream TLM, Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
J.P. Morgan Asset Management May 2010 - Present
Skills
VBA, VB.NET, HTML, SQL, Microsoft Office, Bloomberg, Eagle PACE, Smartstream TLM, Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
Evan Booker's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - August 2013
Thomson Reuters June 2012 - August 2012
FIS Group 2011 - 2012
Independence Blue Cross June 2011 - September 2011
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Corporate Finance, Strategy, Portfolio Management, Bloomberg, Valuation, Economics, Investments, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Chestnut Hill Academy 2006 — 2010
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2013 - August 2013
Thomson Reuters June 2012 - August 2012
FIS Group 2011 - 2012
Independence Blue Cross June 2011 - September 2011
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Corporate Finance, Strategy, Portfolio Management, Bloomberg, Valuation, Economics, Investments, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Chestnut Hill Academy 2006 — 2010
Eric Haeussler, CFA Eric Haeussler, CFA's J.P. Morgan Asset Management Experience July 2011 - March 2013
Job Investment Banking Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities April 2013 - Present
J.P. Morgan Asset Management July 2011 - March 2013
UC Berkeley September 2007 - April 2011
J.P. Morgan Asset Management June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Portfolio Management, Series 63, Financial Modeling, Bloomberg, Valuation, Data Analysis, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg Terminal, Investments, Private Equity, Microsoft Excel, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S. Business Admnistration, Business/Finance
Pacific Crest Securities April 2013 - Present
J.P. Morgan Asset Management July 2011 - March 2013
UC Berkeley September 2007 - April 2011
J.P. Morgan Asset Management June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Portfolio Management, Series 63, Financial Modeling, Bloomberg, Valuation, Data Analysis, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg Terminal, Investments, Private Equity, Microsoft Excel, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S. Business Admnistration, Business/Finance
Benedict Wills Benedict Wills's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Overseas Private Investment Corporation February 2015 - May 2015
Calvert Investments May 2014 - December 2014
Institute for Systems Research September 2013 - January 2014
Easter Seals Serving DC MD VA June 2013 - August 2013
Music and Arts September 2011 - December 2011
Skills
Time Management, PowerPoint, Sales, Leadership, Facebook, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Capital Markets, Fixed Income, Market Research, Investments, Mutual Funds, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Finance, Minor in Business Analytics
J.P. Morgan Asset Management June 2015 - August 2015
Overseas Private Investment Corporation February 2015 - May 2015
Calvert Investments May 2014 - December 2014
Institute for Systems Research September 2013 - January 2014
Easter Seals Serving DC MD VA June 2013 - August 2013
Music and Arts September 2011 - December 2011
Skills
Time Management, PowerPoint, Sales, Leadership, Facebook, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Capital Markets, Fixed Income, Market Research, Investments, Mutual Funds, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Finance, Minor in Business Analytics
Kristopher Ross's J.P. Morgan Asset Management Experience October 2006 - January 2010
Job
Industry Information Technology and Services
Experience
Guaranty Bank/ Best Bank April 2014 - January 2015
Chase October 2006 - January 2010
J.P. Morgan Asset Management October 2006 - January 2010
Ameriprise Financial Services, Inc. October 2004 - October 2006
Skills
Network systems security, Business impact analysis, Contingency planning, Financial Planning, Financial Modeling, LAN-WAN, Negotiating Contracts, Network Administration, Network Engineering, Refurbishing Computer..., IT Financial Management, IT Consulting, IT Strategy, Design network systems..., Project Management, Data integrity and..., Regulatory adherence, IT Troubleshooting, Capital management, Asset Allocation, Investment advice, Mentoring and training..., End User Training, End User Support, Data Migration, Manage Installations, Resolve..., Portfolio Management, Unix, Manage External..., IT Security Policies, Security Audits, Operations Management, Sales Presentations, Sales Trainings, People Management, Advising People, Investment Advisory, Networking, Enterprise Risk..., Penetration Testing, Management, Finance, Leadership, Consulting, Investments, Analysis
Education
University of Illinois at Chicago 1997 — 2002
Economics
Cisco Academy
CCENT CCNA
Guaranty Bank/ Best Bank April 2014 - January 2015
Chase October 2006 - January 2010
J.P. Morgan Asset Management October 2006 - January 2010
Ameriprise Financial Services, Inc. October 2004 - October 2006
Skills
Network systems security, Business impact analysis, Contingency planning, Financial Planning, Financial Modeling, LAN-WAN, Negotiating Contracts, Network Administration, Network Engineering, Refurbishing Computer..., IT Financial Management, IT Consulting, IT Strategy, Design network systems..., Project Management, Data integrity and..., Regulatory adherence, IT Troubleshooting, Capital management, Asset Allocation, Investment advice, Mentoring and training..., End User Training, End User Support, Data Migration, Manage Installations, Resolve..., Portfolio Management, Unix, Manage External..., IT Security Policies, Security Audits, Operations Management, Sales Presentations, Sales Trainings, People Management, Advising People, Investment Advisory, Networking, Enterprise Risk..., Penetration Testing, Management, Finance, Leadership, Consulting, Investments, Analysis
Education
University of Illinois at Chicago 1997 — 2002
Economics
Cisco Academy
CCENT CCNA
Raymond Junior's J.P. Morgan Asset Management Experience 2007 - 2009
Job Relationship Manager III, Vice President at JPMorgan Chase
Industry Commercial Real Estate
Experience
JPMorgan Chase 2009 - Present
J.P. Morgan Asset Management 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase Community Development 2004 - 2004
J.P. Morgan Securities, Inc. 2000 - 2004
Los Angeles County Assessors 1989 - 2000
Skills
Loans, Investments, Underwriting, Financial Modeling, Valuation, Credit Analysis, Real Estate Financing, Construction Loans, Affordable Housing, Community Development, New Markets Tax Credits, Appraisal, Commercial Real Estate, Commercial Real Estate..., Real Estate Transactions, Real Estate Private..., LIHTC, Portfolio Management, Asset Managment, Appraisals, Asset Management, Financial Structuring, Real Estate
Education
University of California, Los Angeles 1997 — 2000
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Science (B.S.), Business Administration, Real Estate Finance
JPMorgan Chase 2009 - Present
J.P. Morgan Asset Management 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase Community Development 2004 - 2004
J.P. Morgan Securities, Inc. 2000 - 2004
Los Angeles County Assessors 1989 - 2000
Skills
Loans, Investments, Underwriting, Financial Modeling, Valuation, Credit Analysis, Real Estate Financing, Construction Loans, Affordable Housing, Community Development, New Markets Tax Credits, Appraisal, Commercial Real Estate, Commercial Real Estate..., Real Estate Transactions, Real Estate Private..., LIHTC, Portfolio Management, Asset Managment, Appraisals, Asset Management, Financial Structuring, Real Estate
Education
University of California, Los Angeles 1997 — 2000
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Science (B.S.), Business Administration, Real Estate Finance
Luis. Carrillo's J.P. Morgan Asset Management Experience 1998 - Present
Job Portfolio Manager at J. P. Morgan & Co.
Industry Banking
Experience
J. P. Morgan & Co. 2002 - Present
J.P. Morgan Asset Management 1998 - Present
JPMorgan 1998 - Present
JP Morgan Investment Management-Emerging Markets 1998 - Present
Skills
Capital Markets, Hedge Funds, Fixed Income, Equities, Valuation, Equity Research, Investment Banking, Emerging Markets, Derivatives, Bloomberg, Financial Markets, Alternative Investments, Financial Modeling, Corporate Finance, Asset Management, Investments, Private Equity, Portfolio Management, Financial Analysis, Trading, Financial Structuring, Structured Finance, Structured Products
Education
University of Pennsylvania 1996 — 1998
J. P. Morgan & Co. 2002 - Present
J.P. Morgan Asset Management 1998 - Present
JPMorgan 1998 - Present
JP Morgan Investment Management-Emerging Markets 1998 - Present
Skills
Capital Markets, Hedge Funds, Fixed Income, Equities, Valuation, Equity Research, Investment Banking, Emerging Markets, Derivatives, Bloomberg, Financial Markets, Alternative Investments, Financial Modeling, Corporate Finance, Asset Management, Investments, Private Equity, Portfolio Management, Financial Analysis, Trading, Financial Structuring, Structured Finance, Structured Products
Education
University of Pennsylvania 1996 — 1998
Susan Vance's J.P. Morgan Asset Management Experience 1994 - 1999
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley February 2014 - August 2014
Stamford Public Schools January 2007 - June 2013
Deutsche Bank Trust Company Americas January 2000 - October 2006
J.P. Morgan Asset Management 1994 - 1999
Vantage Global Advisors 1991 - 1994
TSA Capital Management 1985 - 1991
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
M.B.A, Finance
University of California, Los Angeles 1977 — 1981
B.S., Business-Economics
Morgan Stanley February 2014 - August 2014
Stamford Public Schools January 2007 - June 2013
Deutsche Bank Trust Company Americas January 2000 - October 2006
J.P. Morgan Asset Management 1994 - 1999
Vantage Global Advisors 1991 - 1994
TSA Capital Management 1985 - 1991
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
M.B.A, Finance
University of California, Los Angeles 1977 — 1981
B.S., Business-Economics
Jeff Shields's J.P. Morgan Asset Management Experience June 2013 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2013 - Present
Watershed Capital Management, L.L.C. February 2009 - June 2013
Hall Capital Partners LLC 2005 - 2009
US Trust Company 2000 - 2005
Planning and Financial Advisors 1999 - 2000
Peninsula Community Foundation 1997 - 1999
The San Francisco Foundation 1994 - 1997
Council on Foundations 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Management, Private Equity, Portfolio Management, Equities, Wealth Management, Venture Capital, Investment Strategies, Investment Advisory, Family Office
Education
University of Maryland College Park 1985 — 1989
B.A., Government & Politics
J.P. Morgan Asset Management June 2013 - Present
Watershed Capital Management, L.L.C. February 2009 - June 2013
Hall Capital Partners LLC 2005 - 2009
US Trust Company 2000 - 2005
Planning and Financial Advisors 1999 - 2000
Peninsula Community Foundation 1997 - 1999
The San Francisco Foundation 1994 - 1997
Council on Foundations 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Management, Private Equity, Portfolio Management, Equities, Wealth Management, Venture Capital, Investment Strategies, Investment Advisory, Family Office
Education
University of Maryland College Park 1985 — 1989
B.A., Government & Politics
Daniel Coppens's J.P. Morgan Asset Management Experience July 2010 - October 2012
Job Portfolio Strategist MultiAsset Portfolio Strategies (MAPS) at BlackRock
Industry Financial Services
Experience
BlackRock November 2012 - Present
J.P. Morgan Asset Management July 2010 - October 2012
J.P. Morgan Asset Management December 2006 - July 2010
Thomson Financial August 2006 - December 2006
Random House August 2004 - August 2006
Education
University of Michigan 2000 — 2004
BlackRock November 2012 - Present
J.P. Morgan Asset Management July 2010 - October 2012
J.P. Morgan Asset Management December 2006 - July 2010
Thomson Financial August 2006 - December 2006
Random House August 2004 - August 2006
Education
University of Michigan 2000 — 2004
Kyle Lanphear's J.P. Morgan Asset Management Experience August 2015 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2015 - Present
Credit Suisse May 2006 - July 2015
Credit Suisse May 2006 - December 2012
Credit Suisse May 2006 - December 2008
ConnectKentucky February 2005 - January 2006
GE January 2004 - January 2005
Skills
Loan Origination, Loans, High Yield, Leveraged Finance, Debt, Financial Structuring, Investment Banking, Capital Markets, Financial Modeling, Credit Analysis, Fixed Income, Structured Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
J.P. Morgan Asset Management August 2015 - Present
Credit Suisse May 2006 - July 2015
Credit Suisse May 2006 - December 2012
Credit Suisse May 2006 - December 2008
ConnectKentucky February 2005 - January 2006
GE January 2004 - January 2005
Skills
Loan Origination, Loans, High Yield, Leveraged Finance, Debt, Financial Structuring, Investment Banking, Capital Markets, Financial Modeling, Credit Analysis, Fixed Income, Structured Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Jeanne Landes's J.P. Morgan Asset Management Experience September 2012 - May 2015
Job Managing Director, Vendor Oversight at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
J.P. Morgan Asset Management September 2012 - May 2015
JPMorgan Chase October 2007 - September 2012
Horizon Blue Cross Blue Shield of NJ 2006 - 2007
Panasonic 2004 - 2006
AT&T 1987 - 2004
Skills
Sourcing, Strategic Sourcing, Vendor Management, Outsourcing, Process Improvement, Contract Negotiation, Cross-functional Team..., Risk Management, Program Management, Temporary Staffing, Business Process..., Change Management, Management, RFP, Strategy, Operations Management, Supply Management, Business Analysis, Procurement, Relationship Management, Oversight
Education
University of Phoenix
Bachelor of Science (B.S.), eBusiness
Charles Schwab May 2015 - Present
J.P. Morgan Asset Management September 2012 - May 2015
JPMorgan Chase October 2007 - September 2012
Horizon Blue Cross Blue Shield of NJ 2006 - 2007
Panasonic 2004 - 2006
AT&T 1987 - 2004
Skills
Sourcing, Strategic Sourcing, Vendor Management, Outsourcing, Process Improvement, Contract Negotiation, Cross-functional Team..., Risk Management, Program Management, Temporary Staffing, Business Process..., Change Management, Management, RFP, Strategy, Operations Management, Supply Management, Business Analysis, Procurement, Relationship Management, Oversight
Education
University of Phoenix
Bachelor of Science (B.S.), eBusiness
Patricio Cantos's J.P. Morgan Asset Management Experience February 2015 - Present
Job Mortgage Advisor, LatAm EMEA, JPMorgan PB
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
Bank of America June 2013 - February 2015
Bank of America October 2011 - June 2013
Realty Title Services, Inc. April 2002 - September 2011
Fondos Pichincha April 1996 - April 2000
Banco Continental April 1995 - April 1996
Skills
Financial Analysis &..., Business Operations..., Qualitative &...
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, 2011
J.P. Morgan Asset Management February 2015 - Present
Bank of America June 2013 - February 2015
Bank of America October 2011 - June 2013
Realty Title Services, Inc. April 2002 - September 2011
Fondos Pichincha April 1996 - April 2000
Banco Continental April 1995 - April 1996
Skills
Financial Analysis &..., Business Operations..., Qualitative &...
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, 2011
Justin Wong's J.P. Morgan Asset Management Experience October 2014 - Present
Job Commercial Real Estate Finance
Industry Real Estate
Experience
J.P. Morgan Asset Management October 2014 - Present
Citi July 2005 - October 2014
Skills
Asset Management, Loans, Portfolio Management, Structured Finance, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2001 — 2005
J.P. Morgan Asset Management October 2014 - Present
Citi July 2005 - October 2014
Skills
Asset Management, Loans, Portfolio Management, Structured Finance, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Celina Apostolo Merrill's J.P. Morgan Asset Management Experience August 2015 - Present
Job Executive Director at J.P. Morgan Asset Management, Emerging Markets Credit
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2015 - Present
Van Eck Global Market Vectors ETFs February 2014 - August 2015
Credit Suisse June 2010 - February 2014
TPG Credit Management March 2007 - December 2009
Greywolf Capital Management 2004 - 2006
Skills
Latin America, Distressed, High Yield Bonds, Value Investing, Emerging Markets, Special Situations, Capital Markets, Financial Modeling, Bonds, Fixed Income, Hedge Funds, Private Equity, High Yield, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Yale University 1995 — 1999
BA, Economics, International Relations
J.P. Morgan Asset Management August 2015 - Present
Van Eck Global Market Vectors ETFs February 2014 - August 2015
Credit Suisse June 2010 - February 2014
TPG Credit Management March 2007 - December 2009
Greywolf Capital Management 2004 - 2006
Skills
Latin America, Distressed, High Yield Bonds, Value Investing, Emerging Markets, Special Situations, Capital Markets, Financial Modeling, Bonds, Fixed Income, Hedge Funds, Private Equity, High Yield, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Yale University 1995 — 1999
BA, Economics, International Relations
Khalil Morrison's J.P. Morgan Asset Management Experience June 2007 - August 2009
Job Associate
Industry Financial Services
Experience
Comerica Bank May 2014 - Present
J.P. Morgan September 2011 - August 2013
J.P. Morgan December 2009 - September 2011
J.P. Morgan Asset Management June 2007 - August 2009
J.P. Morgan May 2006 - August 2006
Citi May 2005 - August 2005
Skills
Series 7, Real Estate, Capital Markets, Financial Modeling, Wealth Management, Microsoft Office, Valuation, Equities, Credit, Estate Planning, Alternative Investments, Portfolio Management, Fixed Income, Banking, Private Equity, Customer Service, Investments, Bloomberg, Financial Analysis, Asset Allocation, Asset Management, Loans, Investment Banking, Sales
Education
University of Michigan 2003 — 2007
Bachelors of Arts, Economics, Asian Languages & Cultures
Comerica Bank May 2014 - Present
J.P. Morgan September 2011 - August 2013
J.P. Morgan December 2009 - September 2011
J.P. Morgan Asset Management June 2007 - August 2009
J.P. Morgan May 2006 - August 2006
Citi May 2005 - August 2005
Skills
Series 7, Real Estate, Capital Markets, Financial Modeling, Wealth Management, Microsoft Office, Valuation, Equities, Credit, Estate Planning, Alternative Investments, Portfolio Management, Fixed Income, Banking, Private Equity, Customer Service, Investments, Bloomberg, Financial Analysis, Asset Allocation, Asset Management, Loans, Investment Banking, Sales
Education
University of Michigan 2003 — 2007
Bachelors of Arts, Economics, Asian Languages & Cultures
Maureen Brinker Rathnakumar's J.P. Morgan Asset Management Experience January 2013 - June 2014
Job Vice President, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan Asset Management January 2013 - June 2014
JPMorgan Chase November 2009 - April 2012
Susquehanna International Group April 2006 - September 2008
A.G. Edwards & Sons, Inc. August 2005 - April 2006
State Street November 2003 - August 2005
Education
University of Missouri-Columbia, College of Business 1998 — 2002
BS, Finance
J.P. Morgan June 2014 - Present
J.P. Morgan Asset Management January 2013 - June 2014
JPMorgan Chase November 2009 - April 2012
Susquehanna International Group April 2006 - September 2008
A.G. Edwards & Sons, Inc. August 2005 - April 2006
State Street November 2003 - August 2005
Education
University of Missouri-Columbia, College of Business 1998 — 2002
BS, Finance
Lynn C. Evans's J.P. Morgan Asset Management Experience March 2015 - Present
Job Managing Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management March 2015 - Present
BlackRock November 2012 - February 2014
BlackRock 2010 - 2012
BlackRock 2006 - 2010
BlackRock 1995 - 2006
PNC 1992 - 1995
Chemical Bank 1983 - 1992
Skills
Institutional Sales, Strategic & Tactical..., Change Management, Client Experience, Team Building, Money Market Funds, Portfolio Management, Marketing, Risk Management, Business Analysis, Budget Management, Product Development, Training, Fixed Income, Alternative Investments, Asset Management, Asset Managment, Budgets, Hedge Funds, Strategic Planning, Management, Capital Markets, Strategy, Finance, Investments, Mutual Funds, Financial Services
Education
University of Delaware
Bachelor's Degree, Economics and Political Science
J.P. Morgan Asset Management March 2015 - Present
BlackRock November 2012 - February 2014
BlackRock 2010 - 2012
BlackRock 2006 - 2010
BlackRock 1995 - 2006
PNC 1992 - 1995
Chemical Bank 1983 - 1992
Skills
Institutional Sales, Strategic & Tactical..., Change Management, Client Experience, Team Building, Money Market Funds, Portfolio Management, Marketing, Risk Management, Business Analysis, Budget Management, Product Development, Training, Fixed Income, Alternative Investments, Asset Management, Asset Managment, Budgets, Hedge Funds, Strategic Planning, Management, Capital Markets, Strategy, Finance, Investments, Mutual Funds, Financial Services
Education
University of Delaware
Bachelor's Degree, Economics and Political Science
Shannon Vavala's J.P. Morgan Asset Management Experience January 2015 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
Wells Fargo July 2014 - December 2014
RANDSTAD - LPL FINANCIAL April 2014 - June 2014
J.P. Morgan Asset Management May 2010 - November 2013
J.P. Morgan Asset Management June 2007 - May 2010
J.P. Morgan Asset Management June 2004 - June 2007
JPMorgan Private Bank October 2000 - June 2004
JPMorgan Private Bank August 1998 - October 2000
Skills
Series 7, Series 63, Banking, Relationship Management
Education
Wilmington University 2005 — 2007
M.S, Human Resources
University of Delaware 1994 — 1997
B.A, Psychology
J.P. Morgan Asset Management January 2015 - Present
Wells Fargo July 2014 - December 2014
RANDSTAD - LPL FINANCIAL April 2014 - June 2014
J.P. Morgan Asset Management May 2010 - November 2013
J.P. Morgan Asset Management June 2007 - May 2010
J.P. Morgan Asset Management June 2004 - June 2007
JPMorgan Private Bank October 2000 - June 2004
JPMorgan Private Bank August 1998 - October 2000
Skills
Series 7, Series 63, Banking, Relationship Management
Education
Wilmington University 2005 — 2007
M.S, Human Resources
University of Delaware 1994 — 1997
B.A, Psychology
Himesh Mistry's J.P. Morgan Asset Management Experience April 2010 - Present
Job ASD Manager Global Real Assets
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2010 - Present
Barclays Capital October 2009 - July 2010
Lightspeed Research September 2006 - September 2009
HNW June 2003 - August 2006
Morgan Stanley October 2002 - April 2003
Bertelsmann January 1999 - December 2002
Skills
Java, Java Enterprise Edition, J2EE Application..., SDLC, SQL, Spring, Unix, Agile Methodologies, JavaScript, Enterprise Architecture, Hibernate, Testing, Web Services
Education
New York Institute of Technology-Manhattan 1997 — 1999
MS, Computer Science
University of Mumbai 1991 — 1996
BS, Computer Science
Fatima Devi High School 1987 — 1990
Rizvi college.
J.P. Morgan Asset Management April 2010 - Present
Barclays Capital October 2009 - July 2010
Lightspeed Research September 2006 - September 2009
HNW June 2003 - August 2006
Morgan Stanley October 2002 - April 2003
Bertelsmann January 1999 - December 2002
Skills
Java, Java Enterprise Edition, J2EE Application..., SDLC, SQL, Spring, Unix, Agile Methodologies, JavaScript, Enterprise Architecture, Hibernate, Testing, Web Services
Education
New York Institute of Technology-Manhattan 1997 — 1999
MS, Computer Science
University of Mumbai 1991 — 1996
BS, Computer Science
Fatima Devi High School 1987 — 1990
Rizvi college.
Susan Oh's J.P. Morgan Asset Management Experience 1993 - August 2011
Job SVP at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group October 2011 - Present
J.P. Morgan Asset Management 1993 - August 2011
Education
UCLA
Master of Arts (MA)
Wellesley College
Bachelor of Arts (B.A.), Physics
Janus Capital Group October 2011 - Present
J.P. Morgan Asset Management 1993 - August 2011
Education
UCLA
Master of Arts (MA)
Wellesley College
Bachelor of Arts (B.A.), Physics
Chris Olson, CIMA's J.P. Morgan Asset Management Experience 2005 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2005 - Present
Putnam Investments January 2000 - November 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
CIMA
Regents College
Bachelor of Science (B.S.)
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
J.P. Morgan Asset Management 2005 - Present
Putnam Investments January 2000 - November 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
CIMA
Regents College
Bachelor of Science (B.S.)
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
Jane Gibbs's J.P. Morgan Asset Management Experience August 2006 - June 2012
Job Professional and volunteer seeking a new challenge
Industry Banking
Experience
Metropolitan Spiritual Churches of Christ, Inc. July 2012 - Present
J.P. Morgan Asset Management August 2006 - June 2012
Transamerica March 2002 - July 2006
FedEx August 1999 - August 2001
Skills
Mortgage Lending, Loans, Credit, Banking, Records Management, Customer Relations, Research
Education
University of Missouri-Kansas City 1989 — 1991
Paralegal Certificate, Paralegal
Metropolitan Spiritual Churches of Christ, Inc. July 2012 - Present
J.P. Morgan Asset Management August 2006 - June 2012
Transamerica March 2002 - July 2006
FedEx August 1999 - August 2001
Skills
Mortgage Lending, Loans, Credit, Banking, Records Management, Customer Relations, Research
Education
University of Missouri-Kansas City 1989 — 1991
Paralegal Certificate, Paralegal
Robert Iverson, J.D., LL.M.'s J.P. Morgan Asset Management Experience June 2012 - June 2014
Job Associate Director & Associate Wealth Strategist, Advanced Planning, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2014 - Present
J.P. Morgan Asset Management June 2012 - June 2014
Lavelle Law, Ltd. January 2011 - June 2012
Illinois State Bar Association Trusts and Estates Section Council December 2007 - October 2008
Beermann Swerdlove LLP August 2007 - May 2008
Circuit Court of Cook County May 2006 - August 2006
Skills
Estate Tax Planning, Trusts, Legal Writing, Estate Planning, Succession Planning, High Net Worth..., Tax Law, Tax Research, Legal Research, Estate Administration, Trust Services, Gift Tax, International Tax, Asset Protection, Corporate Tax, Income Tax, Client Counseling, Business Formation, Series 7
Education
University of Washington School of Law 2009 — 2010
LL.M., Taxation
The John Marshall Law School 2005 — 2008
J.D., Law
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Architectural Studies
UBS June 2014 - Present
J.P. Morgan Asset Management June 2012 - June 2014
Lavelle Law, Ltd. January 2011 - June 2012
Illinois State Bar Association Trusts and Estates Section Council December 2007 - October 2008
Beermann Swerdlove LLP August 2007 - May 2008
Circuit Court of Cook County May 2006 - August 2006
Skills
Estate Tax Planning, Trusts, Legal Writing, Estate Planning, Succession Planning, High Net Worth..., Tax Law, Tax Research, Legal Research, Estate Administration, Trust Services, Gift Tax, International Tax, Asset Protection, Corporate Tax, Income Tax, Client Counseling, Business Formation, Series 7
Education
University of Washington School of Law 2009 — 2010
LL.M., Taxation
The John Marshall Law School 2005 — 2008
J.D., Law
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Architectural Studies
Daniel Dean's J.P. Morgan Asset Management Experience February 2013 - Present
Job Executive DirectorHead of Retirement Business Directors and DC Internal Sales
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2013 - Present
J.P. Morgan Asset Management September 2010 - February 2013
AllianceBernstein April 2008 - September 2010
AllianceBernstein September 2004 - April 2008
Seligman Data Corp January 2001 - August 2004
Seligman Data Corp May 2000 - January 2001
Seligman Data Corp February 1999 - May 2000
The Copeland Companies (CitiStreet/ING) February 1998 - February 1999
Education
University of Delaware 1993 — 1997
BA, Sociology
J.P. Morgan Asset Management February 2013 - Present
J.P. Morgan Asset Management September 2010 - February 2013
AllianceBernstein April 2008 - September 2010
AllianceBernstein September 2004 - April 2008
Seligman Data Corp January 2001 - August 2004
Seligman Data Corp May 2000 - January 2001
Seligman Data Corp February 1999 - May 2000
The Copeland Companies (CitiStreet/ING) February 1998 - February 1999
Education
University of Delaware 1993 — 1997
BA, Sociology
Jonathan Prin's J.P. Morgan Asset Management Experience 2008 - 2011
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2008 - Present
J.P. Morgan Asset Management 2008 - 2011
Bear Stearns 2005 - 2008
Skills
Emerging Markets, Fixed Income, Financial Modeling, Python, Leadership, Strategy, Team Building, Options, Equities, Investments, Asset Management, Capital Markets, Hedge Funds
Education
University of Pennsylvania
J.P. Morgan June 2008 - Present
J.P. Morgan Asset Management 2008 - 2011
Bear Stearns 2005 - 2008
Skills
Emerging Markets, Fixed Income, Financial Modeling, Python, Leadership, Strategy, Team Building, Options, Equities, Investments, Asset Management, Capital Markets, Hedge Funds
Education
University of Pennsylvania
Patrick Carter's J.P. Morgan Asset Management Experience Vice PresidentAmerican Beacon Advisors2010 - August 2012
Job Institutional investment management
Industry Investment Management
Experience
J.P. Morgan Asset Management Vice PresidentAmerican Beacon Advisors2010 - August 2012
Dimensional Fund Advisors 2006 - 2010
Merrill Lynch 2004 - 2006
Merrill Lynch Howard Johnson 2001 - 2004
Skills
Asset Management, Investments, Pensions, Mutual Funds, Equities, Strategic Planning, Sales Management, Profit & Loss Management, Defined Contribution, Financial Services, Institutional, Institutional..., Investment Management, Retirement, Series 7
Education
University of California, Berkeley 1981 — 1984
BS, Business Administration
J.P. Morgan Asset Management Vice PresidentAmerican Beacon Advisors2010 - August 2012
Dimensional Fund Advisors 2006 - 2010
Merrill Lynch 2004 - 2006
Merrill Lynch Howard Johnson 2001 - 2004
Skills
Asset Management, Investments, Pensions, Mutual Funds, Equities, Strategic Planning, Sales Management, Profit & Loss Management, Defined Contribution, Financial Services, Institutional, Institutional..., Investment Management, Retirement, Series 7
Education
University of California, Berkeley 1981 — 1984
BS, Business Administration
Thomas Lehman's J.P. Morgan Asset Management Experience May 2015 - Present
Job Vice President Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan Asset Management January 2012 - April 2015
Deutsche Asset Management January 2012 - December 2012
PNC Investments 2008 - 2010
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Alternative Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Asset Managment, Portfolio Management
Education
University of Michigan 2004 — 2008
New York University - Leonard N. Stern School of Business
UofD Jesuit
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan Asset Management January 2012 - April 2015
Deutsche Asset Management January 2012 - December 2012
PNC Investments 2008 - 2010
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Alternative Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Asset Managment, Portfolio Management
Education
University of Michigan 2004 — 2008
New York University - Leonard N. Stern School of Business
UofD Jesuit
Ryan Baehrle's J.P. Morgan Asset Management Experience May 2009 - July 2010
Job Product Manager Brokerage & Social Media at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
Adam Pagh's J.P. Morgan Asset Management Experience July 2007 - August 2010
Job Securitized Products Sales and Trading at Nomura
Industry Financial Services
Experience
Nomura Securities September 2011 - Present
Credit Suisse August 2010 - May 2011
J.P. Morgan Asset Management July 2007 - August 2010
Education
University of Denver 2003 — 2007
BSBA, Finance
Nomura Securities September 2011 - Present
Credit Suisse August 2010 - May 2011
J.P. Morgan Asset Management July 2007 - August 2010
Education
University of Denver 2003 — 2007
BSBA, Finance
Michael Borowske's J.P. Morgan Asset Management Experience June 2012 - October 2015
Job High Yield Research Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2015 - Present
J.P. Morgan Asset Management June 2012 - October 2015
Logan Circle Partners (Fortress Investment Group) November 2007 - May 2012
Delaware Investments May 2006 - October 2007
Education
University of Notre Dame 2005 — 2006
M.B.A.
Xavier University 1997 — 2001
B.S.B.A
St. Ignatius High School 1993 — 1997
Diploma
Western Asset Management October 2015 - Present
J.P. Morgan Asset Management June 2012 - October 2015
Logan Circle Partners (Fortress Investment Group) November 2007 - May 2012
Delaware Investments May 2006 - October 2007
Education
University of Notre Dame 2005 — 2006
M.B.A.
Xavier University 1997 — 2001
B.S.B.A
St. Ignatius High School 1993 — 1997
Diploma
Thomas B. Hwang's J.P. Morgan Asset Management Experience January 2005 - December 2007
Job Senior Asset Manager at New York Life Real Estate Investors
Industry Commercial Real Estate
Experience
New York Life Real Estate Investors July 2014 - Present
IndCor Properties July 2012 - June 2014
WCV Commercial Properties January 2008 - June 2012
J.P. Morgan Asset Management January 2005 - December 2007
MacFarlane Partners January 2004 - December 2004
Prudential Real Estate Investors July 1994 - December 2003
Skills
Real Estate, Real Estate Investment, Real Estate Transactions, Real Estate Private..., Leasing, Real Estate Finance, Asset Management, Asset Disposition, Real Estate Development, Portfolio Management, Asset Managment, Real Estate Economics
Education
University of California, Berkeley 1987 — 1991
BA, Economics and History
New York Life Real Estate Investors July 2014 - Present
IndCor Properties July 2012 - June 2014
WCV Commercial Properties January 2008 - June 2012
J.P. Morgan Asset Management January 2005 - December 2007
MacFarlane Partners January 2004 - December 2004
Prudential Real Estate Investors July 1994 - December 2003
Skills
Real Estate, Real Estate Investment, Real Estate Transactions, Real Estate Private..., Leasing, Real Estate Finance, Asset Management, Asset Disposition, Real Estate Development, Portfolio Management, Asset Managment, Real Estate Economics
Education
University of California, Berkeley 1987 — 1991
BA, Economics and History
Janie Kirk's J.P. Morgan Asset Management Experience April 1989 - Present
Job Sr. Graphic Designer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 1989 - Present
JPMorgan Asset Management 1989 - Present
JPMorgan Asset Management 1989 - Present
Education
University of Cincinnati
Interior Design
J.P. Morgan Asset Management April 1989 - Present
JPMorgan Asset Management 1989 - Present
JPMorgan Asset Management 1989 - Present
Education
University of Cincinnati
Interior Design
Namitha Menon's J.P. Morgan Asset Management Experience October 2012 - October 2014
Job Systems Software Engineer at GreatWest Financial
Industry Information Technology and Services
Experience
Great-West Financial October 2014 - Present
J.P. Morgan Asset Management October 2012 - October 2014
USDA December 2010 - October 2012
Hollis + Miller Architects October 2005 - March 2006
Helix / Architecture + Design December 2003 - May 2005
Skills
Java, AngularJS, Spring Framework, Spring MVC, Eclipse, Maven, JUnit, SDLC, Agile Methodologies, Requirements Analysis, SQL, WebServices, Java Enterprise Edition
Education
University of Madras 1996 — 2000
B.Arch, Architecture
Great-West Financial October 2014 - Present
J.P. Morgan Asset Management October 2012 - October 2014
USDA December 2010 - October 2012
Hollis + Miller Architects October 2005 - March 2006
Helix / Architecture + Design December 2003 - May 2005
Skills
Java, AngularJS, Spring Framework, Spring MVC, Eclipse, Maven, JUnit, SDLC, Agile Methodologies, Requirements Analysis, SQL, WebServices, Java Enterprise Edition
Education
University of Madras 1996 — 2000
B.Arch, Architecture
Christen Kingsley's J.P. Morgan Asset Management Experience August 2015 - Present
Job Associate at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase August 2013 - January 2014
JPMorgan Chase June 2011 - July 2013
JPMorgan Chase September 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Skills
Finance, Financial Analysis, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Finance & Accounting, Accounting and Finance
Charter School of Wilmington 2003 — 2007
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase August 2013 - January 2014
JPMorgan Chase June 2011 - July 2013
JPMorgan Chase September 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Skills
Finance, Financial Analysis, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Finance & Accounting, Accounting and Finance
Charter School of Wilmington 2003 — 2007
Dustin Reid's J.P. Morgan Asset Management Experience March 2014 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
John Hancock Funds January 2003 - March 2014
John Hancock Funds March 2001 - December 2002
John Hancock Funds August 1999 - March 2001
Education
University of Massachusetts, Amherst
Bachelor's degree, Sports Management
J.P. Morgan Asset Management March 2014 - Present
John Hancock Funds January 2003 - March 2014
John Hancock Funds March 2001 - December 2002
John Hancock Funds August 1999 - March 2001
Education
University of Massachusetts, Amherst
Bachelor's degree, Sports Management
Samantha Polock's J.P. Morgan Asset Management Experience September 2012 - January 2014
Job Vice President, Structured Products at First Trust
Industry Financial Services
Experience
First Trust January 2014 - Present
J.P. Morgan Asset Management September 2012 - January 2014
Guggenheim Funds Distributors, Inc March 2011 - September 2012
JPMorgan Chase October 2007 - March 2011
Skills
ETFs, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Mutual Funds, Securities, Series 7
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.A., Business Administration
First Trust January 2014 - Present
J.P. Morgan Asset Management September 2012 - January 2014
Guggenheim Funds Distributors, Inc March 2011 - September 2012
JPMorgan Chase October 2007 - March 2011
Skills
ETFs, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Mutual Funds, Securities, Series 7
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.A., Business Administration
Zachary Fields's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Incoming Securities Analyst at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs August 2015 - Present
Goldman Sachs June 2015 - August 2015
J.P. Morgan Asset Management June 2014 - August 2014
Prestige Auto May 2013 - June 2013
University of Michigan Solar Car Team October 2012 - May 2013
Team Detroit June 2009 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
St. Andrews School 2009 — 2012
Cum Laude Society, High School/Secondary Diplomas and Certificates
Goldman Sachs August 2015 - Present
Goldman Sachs June 2015 - August 2015
J.P. Morgan Asset Management June 2014 - August 2014
Prestige Auto May 2013 - June 2013
University of Michigan Solar Car Team October 2012 - May 2013
Team Detroit June 2009 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
St. Andrews School 2009 — 2012
Cum Laude Society, High School/Secondary Diplomas and Certificates
Arthur Cheng's J.P. Morgan Asset Management Experience January 2014 - Present
Job High Yield Sector Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management January 2011 - December 2013
J.P. Morgan Asset Management June 2010 - September 2010
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Science (B.S.), Mathematics and Economics
St Charles
St Charles
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management January 2011 - December 2013
J.P. Morgan Asset Management June 2010 - September 2010
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Science (B.S.), Mathematics and Economics
St Charles
St Charles
Gregory Dabrowski's J.P. Morgan Asset Management Experience August 2014 - Present
Job Analyst/Junior Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan Asset Management March 2013 - August 2014
J.P. Morgan Asset Management May 2011 - March 2013
Citco Fund Services November 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance and Legal Studies & Business Ethics
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan Asset Management March 2013 - August 2014
J.P. Morgan Asset Management May 2011 - March 2013
Citco Fund Services November 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance and Legal Studies & Business Ethics
Christopher Murzanski's J.P. Morgan Asset Management Experience September 2015 - Present
Job Private Banking Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan January 2011 - September 2012
Acacia Research September 2008 - April 2010
Skills
Accounting, Financial Reporting, Tax, Quickbooks, Bookkeeping, Integration Testing, Defect Tracking, Financial Analysis, Banking, Analysis, Asset Management, QuickBooks, Financial Accounting, Auditing, Private Banking
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (BS), Accountancy and Finance
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan January 2011 - September 2012
Acacia Research September 2008 - April 2010
Skills
Accounting, Financial Reporting, Tax, Quickbooks, Bookkeeping, Integration Testing, Defect Tracking, Financial Analysis, Banking, Analysis, Asset Management, QuickBooks, Financial Accounting, Auditing, Private Banking
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (BS), Accountancy and Finance
Sripriya Kakalur's J.P. Morgan Asset Management Experience May 2005 - April 2010
Job Sr Business Analyst Lead/ Project Analyst at Barclaycard
Industry Financial Services
Experience
barclaycard May 2010 - Present
J.P. Morgan Asset Management May 2005 - April 2010
Education
University of Madras
Master of Business Administration (MBA), Accounting and Finance
barclaycard May 2010 - Present
J.P. Morgan Asset Management May 2005 - April 2010
Education
University of Madras
Master of Business Administration (MBA), Accounting and Finance
Jonathan Wendling's J.P. Morgan Asset Management Experience July 2011 - May 2012
Job Director of Underwriting at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage May 2012 - Present
J.P. Morgan Asset Management July 2011 - May 2012
Morgan Stanley November 2005 - July 2011
Skills
Mortgage Underwriting, Credit, Risk Management, Vendor Management, Management, Underwriting, Loan Origination, Mortgage Banking, Banking, Loss Mitigation, Residential Mortgages, Mortgage Lending, Due Diligence, Financial Analysis, Financial Services, Portfolio Management, Consumer Lending, Cross-functional Team..., Relationship Management, Leadership, Finance, Loans, Strategic Planning, Project Management, Financial Risk, Loan Servicing, Business Analysis, Credit Risk, Investments, Process Improvement, Credit Analysis, Insurance, Refinance, FHA
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors, Major in Economics and Minor in Sociology
PHH Mortgage May 2012 - Present
J.P. Morgan Asset Management July 2011 - May 2012
Morgan Stanley November 2005 - July 2011
Skills
Mortgage Underwriting, Credit, Risk Management, Vendor Management, Management, Underwriting, Loan Origination, Mortgage Banking, Banking, Loss Mitigation, Residential Mortgages, Mortgage Lending, Due Diligence, Financial Analysis, Financial Services, Portfolio Management, Consumer Lending, Cross-functional Team..., Relationship Management, Leadership, Finance, Loans, Strategic Planning, Project Management, Financial Risk, Loan Servicing, Business Analysis, Credit Risk, Investments, Process Improvement, Credit Analysis, Insurance, Refinance, FHA
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors, Major in Economics and Minor in Sociology
Bryan Lang's J.P. Morgan Asset Management Experience 2010 - 2010
Job CFO at AMG Realty Group
Industry Real Estate
Experience
AMG Realty Group January 2014 - Present
Grosvenor Capital Management October 2011 - December 2013
Syndicated Equities June 2011 - October 2011
J.P. Morgan Asset Management 2010 - 2010
Levy Restaurants May 2006 - August 2009
Electorials.com March 2007 - September 2008
Skills
Real Estate Finance, Quantitative Finance, Real Estate
Education
University of Michigan 2007 — 2011
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
BBA, Finance and Real Estate
Highland Park High School 2003 — 2007
AMG Realty Group January 2014 - Present
Grosvenor Capital Management October 2011 - December 2013
Syndicated Equities June 2011 - October 2011
J.P. Morgan Asset Management 2010 - 2010
Levy Restaurants May 2006 - August 2009
Electorials.com March 2007 - September 2008
Skills
Real Estate Finance, Quantitative Finance, Real Estate
Education
University of Michigan 2007 — 2011
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
BBA, Finance and Real Estate
Highland Park High School 2003 — 2007
Charles Savinar's J.P. Morgan Asset Management Experience June 2011 - September 2011
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2013 - Present
Barclays October 2011 - December 2012
J.P. Morgan Asset Management June 2011 - September 2011
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank August 2007 - November 2007
Skills
Alternative Investments, Finance, Banking, Credit
Education
University of Denver 2004 — 2008
BA, International Relations, Economics
J.P. Morgan Private Bank January 2013 - Present
Barclays October 2011 - December 2012
J.P. Morgan Asset Management June 2011 - September 2011
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank August 2007 - November 2007
Skills
Alternative Investments, Finance, Banking, Credit
Education
University of Denver 2004 — 2008
BA, International Relations, Economics
MaElena Gonzalez's J.P. Morgan Asset Management Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
GLI Logistics, Inc September 2010 - Present
Bear Stearns Securities Corp. March 1998 - May 2010
J.P. Morgan Asset Management 2008 - 2010
Education
University of Phoenix 2008 — 2010
BBA, Business Administration and Management, General
GLI Logistics, Inc September 2010 - Present
Bear Stearns Securities Corp. March 1998 - May 2010
J.P. Morgan Asset Management 2008 - 2010
Education
University of Phoenix 2008 — 2010
BBA, Business Administration and Management, General
Brian Chavez's J.P. Morgan Asset Management Experience July 2015 - Present
Job Technology Analyst, Global Technology, JPMorgan Chase
Industry Banking
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management August 2014 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
JPMorgan Chase August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Education
University of Delaware 2011 — 2015
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management August 2014 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
JPMorgan Chase August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Education
University of Delaware 2011 — 2015
Garrett Howard's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Summer Analyst
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - August 2015
Pantheryx Medical Pvt, Ltd. May 2013 - May 2015
Skills
Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
J.P. Morgan Asset Management June 2015 - August 2015
Pantheryx Medical Pvt, Ltd. May 2013 - May 2015
Skills
Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY