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
Driscoll DoCanto, CFA, CFP Driscoll DoCanto, CFA, CFP's J.P. Morgan Asset Management Experience June 2000 - February 2003
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Norman Cook Norman Cook's J.P. Morgan Asset Management Experience August 1997 - September 2004
Job Managing Director at Renegade Brands
Industry Chemicals
Experience
Renegade Brands, LLC October 2014 - Present
Cushman Foundation September 2004 - Present
Timilon Technology September 2013 - September 2014
Sports Imports October 2011 - April 2013
JP Morgan Asset Management August 1997 - September 2004
Crestwood Asset Management January 1995 - April 1996
Skills
Organizational..., Change Management, Executive Management, Capital Budgeting, Business Strategy, Business Management, Budget Management, Business Planning, Board Development, Board Relations, Board Presentations, Board Reporting, Advisory Boards, Organizational..., Leadership Development, Public Relations, Public Speaking, Sales Presentations, Portfolio Management, Portfolio Strategy, Business Analysis, Competitive Analysis, Contract Negotiation, Marketing Strategy, Contract Management, Management, Leadership, Entrepreneurship
Education
Grand Valley State University 1986 — 1990
BBA, General Business
Renegade Brands, LLC October 2014 - Present
Cushman Foundation September 2004 - Present
Timilon Technology September 2013 - September 2014
Sports Imports October 2011 - April 2013
JP Morgan Asset Management August 1997 - September 2004
Crestwood Asset Management January 1995 - April 1996
Skills
Organizational..., Change Management, Executive Management, Capital Budgeting, Business Strategy, Business Management, Budget Management, Business Planning, Board Development, Board Relations, Board Presentations, Board Reporting, Advisory Boards, Organizational..., Leadership Development, Public Relations, Public Speaking, Sales Presentations, Portfolio Management, Portfolio Strategy, Business Analysis, Competitive Analysis, Contract Negotiation, Marketing Strategy, Contract Management, Management, Leadership, Entrepreneurship
Education
Grand Valley State University 1986 — 1990
BBA, General Business
Fitz Robertson Fitz Robertson's J.P. Morgan Asset Management Experience May 2015 - August 2015
Job MBA Candidate at Columbia Business School
Industry Investment Banking
Experience
J.P. Morgan Asset Management May 2015 - August 2015
JP Morgan Asset Management September 2013 - May 2015
J.P. Morgan Asset Management October 2011 - September 2013
JP Morgan Asset Management April 2010 - October 2011
PNC Capital Markets LLC May 2009 - August 2010
Citi May 2008 - August 2008
Moodys Investor Services June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investments, Equities, Fundraising, Fixed Income, Capital Markets, Asset Management, Private Equity, Hedge Funds, Strategic Financial..., Investment Banking, Alternative Investments, Series 7, Bloomberg, Economics, Asset Allocation, Securities, Investment Management, Mutual Funds, Portfolio Management, Investment Strategies, Series 63, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Investment Advisory, Derivatives, Bonds, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hampden-Sydney College 2005 — 2009
BA, Economics and Commerce
South Kent School
J.P. Morgan Asset Management May 2015 - August 2015
JP Morgan Asset Management September 2013 - May 2015
J.P. Morgan Asset Management October 2011 - September 2013
JP Morgan Asset Management April 2010 - October 2011
PNC Capital Markets LLC May 2009 - August 2010
Citi May 2008 - August 2008
Moodys Investor Services June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investments, Equities, Fundraising, Fixed Income, Capital Markets, Asset Management, Private Equity, Hedge Funds, Strategic Financial..., Investment Banking, Alternative Investments, Series 7, Bloomberg, Economics, Asset Allocation, Securities, Investment Management, Mutual Funds, Portfolio Management, Investment Strategies, Series 63, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Investment Advisory, Derivatives, Bonds, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hampden-Sydney College 2005 — 2009
BA, Economics and Commerce
South Kent School
Neil Menard, CFA Neil Menard, CFA's J.P. Morgan Asset Management Experience October 2013 - Present
Job Fixed Income PM at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management October 2013 - Present
JP Morgan Asset Management January 2011 - September 2013
Prudential Financial July 2008 - January 2011
Skills
Portfolio Management, Fixed Income, Asset Allocation, Securities, Investments, ALM, Insurance, Pensions, Asset Management, Investment Management
Education
Bucknell University 2004 — 2008
BA, Economics, French
JP Morgan Asset Management October 2013 - Present
JP Morgan Asset Management January 2011 - September 2013
Prudential Financial July 2008 - January 2011
Skills
Portfolio Management, Fixed Income, Asset Allocation, Securities, Investments, ALM, Insurance, Pensions, Asset Management, Investment Management
Education
Bucknell University 2004 — 2008
BA, Economics, French
Randal Hall, PSM Randal Hall, PSM's J.P. Morgan Asset Management Experience July 2007 - June 2009
Job Iteration Manager at Grange Insurance
Industry Insurance
Experience
Grange Insurance March 2014 - Present
JPMorgan Chase November 2011 - March 2014
Time Warner Media Sales December 2010 - November 2011
Chase Home Finance June 2009 - December 2010
JP Morgan Asset Management July 2007 - June 2009
Shirk & O'Donovan Consulting Engineers, Inc. June 1998 - June 2007
Covert Manufacturing July 1996 - July 1997
Meijer December 1992 - October 1996
Skills
Visio, Business Analysis, Access, Analytics, Project Management, Data Analysis, SAS, MS Project, Analysis, Business Intelligence, Process Improvement, Vendor Management, Business Objects, Risk Management, Microsoft Excel, Financial Reporting, Databases, Oracle, Financial Analysis, SharePoint, CRM, SDLC, Requirements Gathering, Software Documentation, Requirements Analysis, Quality Center, Business Process..., SQL, Product Development, Microsoft Office, Banking, Management, Microsoft SQL Server, Software Project..., Team Leadership, Business Requirements, PL/SQL, Crystal Reports, Leadership, Software Development, IT Strategy, Scrum, Budgets, DB2, Agile Methodologies, Resource Management, IT Management, Team Building, Strategic Planning, T-SQL
Education
Franklin University 2001 — 2007
BS, Management Information Sciences
Marion Technical College 1993 — 1996
Associates Degree, Structural Engineering
Grange Insurance March 2014 - Present
JPMorgan Chase November 2011 - March 2014
Time Warner Media Sales December 2010 - November 2011
Chase Home Finance June 2009 - December 2010
JP Morgan Asset Management July 2007 - June 2009
Shirk & O'Donovan Consulting Engineers, Inc. June 1998 - June 2007
Covert Manufacturing July 1996 - July 1997
Meijer December 1992 - October 1996
Skills
Visio, Business Analysis, Access, Analytics, Project Management, Data Analysis, SAS, MS Project, Analysis, Business Intelligence, Process Improvement, Vendor Management, Business Objects, Risk Management, Microsoft Excel, Financial Reporting, Databases, Oracle, Financial Analysis, SharePoint, CRM, SDLC, Requirements Gathering, Software Documentation, Requirements Analysis, Quality Center, Business Process..., SQL, Product Development, Microsoft Office, Banking, Management, Microsoft SQL Server, Software Project..., Team Leadership, Business Requirements, PL/SQL, Crystal Reports, Leadership, Software Development, IT Strategy, Scrum, Budgets, DB2, Agile Methodologies, Resource Management, IT Management, Team Building, Strategic Planning, T-SQL
Education
Franklin University 2001 — 2007
BS, Management Information Sciences
Marion Technical College 1993 — 1996
Associates Degree, Structural Engineering
Hope Fider Tully Hope Fider Tully's J.P. Morgan Asset Management Experience January 2013 - Present
Job JP Morgan Asset Management
Industry Banking
Experience
JP Morgan Asset Management January 2013 - Present
Milagros Research Fund 2004 - Present
Citibank, NA 1997 - 2000
Citibank, NA 1992 - 1997
Investment and Capital Corporation of the Philippines 1988 - 1990
Sycip, Gorres, Velayo & Co. (now part of Ernst & Young - Asia) 1986 - 1988
Skills
Derivatives, Fixed Income, Capital Markets, Structured Products, Emerging Markets, Equity Derivatives, Investments, Options, Risk Management, Financial Structuring, Swaps, Currency
Education
Harvard Business School 1990 — 1992
Masters in Business Administration (MBA)
University of the Philippines 1981 — 1986
BS Business Administration and Accountancy
JP Morgan Asset Management January 2013 - Present
Milagros Research Fund 2004 - Present
Citibank, NA 1997 - 2000
Citibank, NA 1992 - 1997
Investment and Capital Corporation of the Philippines 1988 - 1990
Sycip, Gorres, Velayo & Co. (now part of Ernst & Young - Asia) 1986 - 1988
Skills
Derivatives, Fixed Income, Capital Markets, Structured Products, Emerging Markets, Equity Derivatives, Investments, Options, Risk Management, Financial Structuring, Swaps, Currency
Education
Harvard Business School 1990 — 1992
Masters in Business Administration (MBA)
University of the Philippines 1981 — 1986
BS Business Administration and Accountancy
Richard Bei, CFA Richard Bei, CFA's J.P. Morgan Asset Management Experience July 2000 - August 2006
Job Portfolio Manager at Wave Hill Capital Management, LLC
Industry Financial Services
Experience
Wave Hill Capital Management, LLC September 2013 - Present
Sagacity Capital LLC 2012 - August 2013
AllianceBernstein September 2006 - 2012
JP Morgan Asset Management July 2000 - August 2006
Skills
Creating Investment..., Portfolio Construction, Portfolio Management, Designing New Products, Recommending Investment..., Bottom-up Stock..., Factor Timing Models, Contextual Alpha..., Non-Linear Factor..., Combining Quant and..., Investment Risk..., Portfolio Optimization, Asset Allocation, Fundamental Analysis, Asset Managment, Equities, Equity Research, Investments, Investment Banking, Quantitative Investing, Stock Picking, Asset Management, Valuation, Quantitative Finance, Derivatives, Mutual Funds, Corporate Finance, Bloomberg, Hedge Funds, Alternative Investments, Investment Strategies, Equity Valuation, Capital Markets, Investment Management, Fixed Income
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Bachelor of Science (BS), Economics
Wave Hill Capital Management, LLC September 2013 - Present
Sagacity Capital LLC 2012 - August 2013
AllianceBernstein September 2006 - 2012
JP Morgan Asset Management July 2000 - August 2006
Skills
Creating Investment..., Portfolio Construction, Portfolio Management, Designing New Products, Recommending Investment..., Bottom-up Stock..., Factor Timing Models, Contextual Alpha..., Non-Linear Factor..., Combining Quant and..., Investment Risk..., Portfolio Optimization, Asset Allocation, Fundamental Analysis, Asset Managment, Equities, Equity Research, Investments, Investment Banking, Quantitative Investing, Stock Picking, Asset Management, Valuation, Quantitative Finance, Derivatives, Mutual Funds, Corporate Finance, Bloomberg, Hedge Funds, Alternative Investments, Investment Strategies, Equity Valuation, Capital Markets, Investment Management, Fixed Income
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Bachelor of Science (BS), Economics
Peter Stingi Peter Stingi's J.P. Morgan Asset Management Experience April 2011 - Present
Job Head of Human Resources at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management April 2011 - Present
Merrill Lynch 1987 - 2009
Skills
M&A experience, Performance Management, Capital Markets, Employee Benefits, Executive Pay, Equities, Financial Services, Talent Management, Human Resources, Recruiting, Asset Managment, Securities, Benefits Administration, Fixed Income, Succession Planning, Program Management, Mergers & Acquisitions, Organizational Design, Asset Management, Management, Deferred Compensation, Alternative Investments, Investment Management, Organizational...
Education
Harvard Business School
GMP
San Diego State University-California State University 1982 — 1984
MBA, Finance
Ithaca College 1975 — 1979
BS, Communications
JP Morgan Asset Management April 2011 - Present
Merrill Lynch 1987 - 2009
Skills
M&A experience, Performance Management, Capital Markets, Employee Benefits, Executive Pay, Equities, Financial Services, Talent Management, Human Resources, Recruiting, Asset Managment, Securities, Benefits Administration, Fixed Income, Succession Planning, Program Management, Mergers & Acquisitions, Organizational Design, Asset Management, Management, Deferred Compensation, Alternative Investments, Investment Management, Organizational...
Education
Harvard Business School
GMP
San Diego State University-California State University 1982 — 1984
MBA, Finance
Ithaca College 1975 — 1979
BS, Communications
Karen Ibay's J.P. Morgan Asset Management Experience February 2015 - Present
Job Client Advisor at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2012 - January 2015
ARTIO GLOBAL January 2011 - September 2012
ARTIO GLOBAL September 2007 - January 2011
Stack Financial Group January 2001 - August 2007
Education
University of Richmond 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2012 - January 2015
ARTIO GLOBAL January 2011 - September 2012
ARTIO GLOBAL September 2007 - January 2011
Stack Financial Group January 2001 - August 2007
Education
University of Richmond 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Palmer Higgins's J.P. Morgan Asset Management Experience July 2011 - January 2013
Job Partner at Chenmark Capital Management, LLC
Industry Investment Management
Experience
Chenmark Capital Management, LLC October 2014 - Present
Breaking the Barrier, Inc. February 2013 - October 2014
JP Morgan Asset Management July 2011 - January 2013
Skills
Financial Statement..., Modeling, Bloomberg, Economics, Financial Modeling, Data Analysis, Valuation, Equity Research, Financial Analysis, Equities, Research, Microsoft Excel, Corporate Finance, PowerPoint
Education
Bowdoin College 2006 — 2010
BA, Economics
Groton School 2002 — 2006
Chenmark Capital Management, LLC October 2014 - Present
Breaking the Barrier, Inc. February 2013 - October 2014
JP Morgan Asset Management July 2011 - January 2013
Skills
Financial Statement..., Modeling, Bloomberg, Economics, Financial Modeling, Data Analysis, Valuation, Equity Research, Financial Analysis, Equities, Research, Microsoft Excel, Corporate Finance, PowerPoint
Education
Bowdoin College 2006 — 2010
BA, Economics
Groton School 2002 — 2006
Chernor S. Bah, CISA Chernor S. Bah, CISA's J.P. Morgan Asset Management Experience 2004 - 2004
Job Manager, IT Audit at CohnReznick LLP
Industry Accounting
Experience
CohnReznick, LLP February 2007 - Present
Price Waterhouse Coopers January 2005 - January 2007
JP Morgan Asset Management 2004 - 2004
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, IT Audit, Assurance, External Audit, Internal Audit, Accounting, SOX 404, Sarbanes-Oxley, Enterprise Risk..., US GAAP, GAAP
Education
City University of New York-Baruch College 2000 — 2004
BBA, Accounting / CIS
City University of New York-Herbert H. Lehman College 1998 — 2000
none, Accounting
CohnReznick, LLP February 2007 - Present
Price Waterhouse Coopers January 2005 - January 2007
JP Morgan Asset Management 2004 - 2004
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, IT Audit, Assurance, External Audit, Internal Audit, Accounting, SOX 404, Sarbanes-Oxley, Enterprise Risk..., US GAAP, GAAP
Education
City University of New York-Baruch College 2000 — 2004
BBA, Accounting / CIS
City University of New York-Herbert H. Lehman College 1998 — 2000
none, Accounting
Sarah McGraw's J.P. Morgan Asset Management Experience July 2013 - Present
Job Associate, The Philanthropy Centre, J.P. Morgan Private Bank at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management July 2013 - Present
JP Morgan Asset Management June 2010 - July 2013
Facing History and Ourselves June 2009 - August 2009
Skills
Asset Managment, Editing, Marketing, Due Diligence, Spanish, Data Analysis, Research, Public Speaking
Education
Colgate University 2006 — 2010
Bachelor of Arts, International Relations
Universidad de Granada 2009 — 2009
Spanish Language and Cultural Studies
J.P. Morgan Asset Management July 2013 - Present
JP Morgan Asset Management June 2010 - July 2013
Facing History and Ourselves June 2009 - August 2009
Skills
Asset Managment, Editing, Marketing, Due Diligence, Spanish, Data Analysis, Research, Public Speaking
Education
Colgate University 2006 — 2010
Bachelor of Arts, International Relations
Universidad de Granada 2009 — 2009
Spanish Language and Cultural Studies
Katie Grover Katie Grover's J.P. Morgan Asset Management Experience May 2010 - August 2010
Job Codility
Industry Internet
Experience
Codility November 2014 - Present
Landstar April 2014 - November 2014
Two Sisters Organic August 2011 - 2012
United States Senate April 2011 - June 2011
JP Morgan Asset Management May 2010 - August 2010
US Embassy Sarajevo January 2010 - May 2010
Skills
Recruiting, Research, Social Media, Marketing Strategy, Financial Analysis, Event Planning, Microsoft Excel, Public Relations, Economics, Analysis, Public Speaking
Education
Baylor University 2007 — 2011
BA, University Scholars
University of St. Andrews
Exchange Programme
Codility November 2014 - Present
Landstar April 2014 - November 2014
Two Sisters Organic August 2011 - 2012
United States Senate April 2011 - June 2011
JP Morgan Asset Management May 2010 - August 2010
US Embassy Sarajevo January 2010 - May 2010
Skills
Recruiting, Research, Social Media, Marketing Strategy, Financial Analysis, Event Planning, Microsoft Excel, Public Relations, Economics, Analysis, Public Speaking
Education
Baylor University 2007 — 2011
BA, University Scholars
University of St. Andrews
Exchange Programme
Dee Gill Dee Gill's J.P. Morgan Asset Management Experience July 2009 - December 2009
Job Software Engineer at SurveyMonkey
Industry Internet
Experience
SurveyMonkey January 2013 - Present
SurveyMonkey August 2011 - January 2013
JP Morgan Investment Bank December 2009 - July 2011
JP Morgan Asset Management July 2009 - December 2009
The Brown Daily Herald, Inc August 2005 - January 2009
Skills
Data Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Business Strategy, Corporate Finance, Analytics, Financial Reporting, Strategic Financial..., Punjabi, Hindi, Python, Mergers & Acquisitions, JavaScript, HTML, CSS, Due Diligence, Finance
Education
Hackbright Academy 2013 — 2013
Computer Software Engineering
Brown University 2005 — 2010
A.B., Economics
SurveyMonkey January 2013 - Present
SurveyMonkey August 2011 - January 2013
JP Morgan Investment Bank December 2009 - July 2011
JP Morgan Asset Management July 2009 - December 2009
The Brown Daily Herald, Inc August 2005 - January 2009
Skills
Data Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Business Strategy, Corporate Finance, Analytics, Financial Reporting, Strategic Financial..., Punjabi, Hindi, Python, Mergers & Acquisitions, JavaScript, HTML, CSS, Due Diligence, Finance
Education
Hackbright Academy 2013 — 2013
Computer Software Engineering
Brown University 2005 — 2010
A.B., Economics
Carla Cantreva-Baessler Carla Cantreva-Baessler's J.P. Morgan Asset Management Experience 1994 - 2005
Job Vice President at Fred Alger Management
Industry Financial Services
Experience
Fred Alger Management December 2010 - Present
PineBridge Investments July 2008 - October 2010
Bear Stearns July 2005 - May 2008
JP Morgan Asset Management 1994 - 2005
Banco Pactual 1994 - 1994
Skills
Equity Research, Emerging Markets, Asset Managment, Equities, Research, Asset Management, Hedge Funds, Capital Markets, Investments, Valuation, Portfolio Management, Alternative Investments, Analysis, Asset Allocation, Bloomberg, Corporate Finance, Derivatives, Equity Valuation, Financial Markets, Financial Modeling, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Structured Finance, Trading, Mutual Funds, Investment Advisory, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Fundação Getulio Vargas 1989 — 1993
BA, Public Administration
Faculdade de Tecnologia de São Paulo 1989 — 1992
BS, Computer Science
Colegio Bandeirantes 1986 — 1988
High School
Fred Alger Management December 2010 - Present
PineBridge Investments July 2008 - October 2010
Bear Stearns July 2005 - May 2008
JP Morgan Asset Management 1994 - 2005
Banco Pactual 1994 - 1994
Skills
Equity Research, Emerging Markets, Asset Managment, Equities, Research, Asset Management, Hedge Funds, Capital Markets, Investments, Valuation, Portfolio Management, Alternative Investments, Analysis, Asset Allocation, Bloomberg, Corporate Finance, Derivatives, Equity Valuation, Financial Markets, Financial Modeling, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Structured Finance, Trading, Mutual Funds, Investment Advisory, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Fundação Getulio Vargas 1989 — 1993
BA, Public Administration
Faculdade de Tecnologia de São Paulo 1989 — 1992
BS, Computer Science
Colegio Bandeirantes 1986 — 1988
High School
Nate Daly Nate Daly's J.P. Morgan Asset Management Experience 2000 - February 2010
Job Vice President at Berkshire Property Advisors
Industry Real Estate
Experience
Berkshire Property Advisors February 2010 - Present
JP Morgan Asset Management 2000 - February 2010
JPMorgan 2000 - 2009
Grubb and Ellis January 1996 - June 2000
Education
Bates College 1991 — 1995
BA, Economics
Kennebunk High School
The Johns Hopkins University - Carey Business School
Berkshire Property Advisors February 2010 - Present
JP Morgan Asset Management 2000 - February 2010
JPMorgan 2000 - 2009
Grubb and Ellis January 1996 - June 2000
Education
Bates College 1991 — 1995
BA, Economics
Kennebunk High School
The Johns Hopkins University - Carey Business School
Albert Wen-Chi Lee Albert Wen-Chi Lee's J.P. Morgan Asset Management Experience December 2006 - April 2008
Job MS Candidate in Real Estate Development at Columbia University
Industry Real Estate
Experience
DTZ July 2009 - April 2010
DTZ July 2008 - June 2009
JP Morgan Asset Management December 2006 - April 2008
Yun-Lin Reserve Command / R.O.C. Military December 2005 - October 2006
Education
Columbia University in the City of New York 2010 — 2011
Master, Real Estate Development
National Taiwan University 2000 — 2005
Bacholar, Economics
DTZ July 2009 - April 2010
DTZ July 2008 - June 2009
JP Morgan Asset Management December 2006 - April 2008
Yun-Lin Reserve Command / R.O.C. Military December 2005 - October 2006
Education
Columbia University in the City of New York 2010 — 2011
Master, Real Estate Development
National Taiwan University 2000 — 2005
Bacholar, Economics
Olga Usyk Olga Usyk's J.P. Morgan Asset Management Experience March 2011 - July 2012
Job Emerging Markets Associate
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
JP Morgan Asset Management March 2011 - July 2012
Morgan Stanley 2009 - 2011
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
AB, Economics
Nashua High School
Bank of America Merrill Lynch June 2013 - Present
JP Morgan Asset Management March 2011 - July 2012
Morgan Stanley 2009 - 2011
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
AB, Economics
Nashua High School
Robert Bova, CFA Robert Bova, CFA's J.P. Morgan Asset Management Experience February 2013 - July 2015
Job Experienced Financial Analyst
Industry Financial Services
Experience
HFF September 2015 - Present
J.P. Morgan Asset Management February 2013 - July 2015
J.P. Morgan March 2011 - January 2013
United States Treasury Department June 2010 - January 2011
University of Pittsburgh January 2007 - May 2010
Ravinia Festival May 2008 - September 2008
CBOE May 2007 - August 2007
Michael Baker Corporation June 2006 - August 2006
Skills
Financial Analysis, Business Analysis, Financial Reporting, Financial Accounting, Teamwork, Microsoft Office, Financial Modeling, Investments, Analysis, Finance, Capital Markets, Fixed Income, Asset Management
Education
University of Pittsburgh
Bachelor of Science Business Administration, Finance & Accounting Major, Economics Minor
HFF September 2015 - Present
J.P. Morgan Asset Management February 2013 - July 2015
J.P. Morgan March 2011 - January 2013
United States Treasury Department June 2010 - January 2011
University of Pittsburgh January 2007 - May 2010
Ravinia Festival May 2008 - September 2008
CBOE May 2007 - August 2007
Michael Baker Corporation June 2006 - August 2006
Skills
Financial Analysis, Business Analysis, Financial Reporting, Financial Accounting, Teamwork, Microsoft Office, Financial Modeling, Investments, Analysis, Finance, Capital Markets, Fixed Income, Asset Management
Education
University of Pittsburgh
Bachelor of Science Business Administration, Finance & Accounting Major, Economics Minor
Roderick Givens's J.P. Morgan Asset Management Experience May 2011 - July 2014
Job Managing Member, Founder at RainierView Advisors, LLC
Industry Financial Services
Experience
RainierView Advisors, LLC June 2015 - Present
JP Morgan Asset Management May 2011 - July 2014
William Blair and Company September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Smith Barney February 2006 - June 2009
Smith Barney June 2002 - January 2006
Smith Barney January 2001 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Management, Leadership, Asset Management, Portfolio Management, Sales, Series 63, Strategic Partnerships, Investments, Financial Services, Asset Allocation, Training, Finance, Interviews, Recruiting, Financial Advisory, Retirement Planning, Alternative Investments, Equities, FINRA, Securities, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Investment Management
Eastern Washington University 1994 — 1998
RainierView Advisors, LLC June 2015 - Present
JP Morgan Asset Management May 2011 - July 2014
William Blair and Company September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Smith Barney February 2006 - June 2009
Smith Barney June 2002 - January 2006
Smith Barney January 2001 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Management, Leadership, Asset Management, Portfolio Management, Sales, Series 63, Strategic Partnerships, Investments, Financial Services, Asset Allocation, Training, Finance, Interviews, Recruiting, Financial Advisory, Retirement Planning, Alternative Investments, Equities, FINRA, Securities, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Investment Management
Eastern Washington University 1994 — 1998
Jeff Wheeler, CFA Jeff Wheeler, CFA's J.P. Morgan Asset Management Experience March 2013 - Present
Job Structured Product Portfolio Manager at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management March 2013 - Present
Smith Breeden Associates November 2005 - March 2013
Southwest FCU November 2004 - November 2005
Fannie Mae July 2003 - November 2004
Weather Predict June 2002 - October 2002
Smith Breeden Associates June 1998 - July 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Appalachian State University 1994 — 1998
BSBA, Finance
JP Morgan Asset Management March 2013 - Present
Smith Breeden Associates November 2005 - March 2013
Southwest FCU November 2004 - November 2005
Fannie Mae July 2003 - November 2004
Weather Predict June 2002 - October 2002
Smith Breeden Associates June 1998 - July 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Appalachian State University 1994 — 1998
BSBA, Finance
Shavonne Posey Shavonne Posey's J.P. Morgan Asset Management Experience October 2003 - September 2006
Job Credit Card Digital New Product Development at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Walmart April 2013 - August 2015
Capital One June 2011 - May 2012
Citi June 2010 - August 2010
Citadel Alternative Asset Management September 2007 - May 2008
Goldman Sachs Asset Management September 2006 - September 2007
JP Morgan Asset Management October 2003 - September 2006
Skills
User Experience, Mobile Devices, Agile Methodologies, Mobile Payments, Online Product Launches, User Experience Testing, Product Development, Financial Analysis, Business Planning, Due Diligence, Market Research, Financial Modeling, Strategy, Business Development, Strategic Partnerships, Competitive Analysis, New Business Development, Marketing Strategy, Manage Client..., Start-ups, Customer Acquisition, Cross-functional Team..., Management, CRM, Strengthening Client..., Entrepreneurship, Finance, Portfolio Management, Process Improvement, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, General Management and Strategy
Florida Agricultural and Mechanical University 1998 — 2003
B.S., Business Administration, Dean's List, Honor Roll
Wells Fargo August 2015 - Present
Walmart April 2013 - August 2015
Capital One June 2011 - May 2012
Citi June 2010 - August 2010
Citadel Alternative Asset Management September 2007 - May 2008
Goldman Sachs Asset Management September 2006 - September 2007
JP Morgan Asset Management October 2003 - September 2006
Skills
User Experience, Mobile Devices, Agile Methodologies, Mobile Payments, Online Product Launches, User Experience Testing, Product Development, Financial Analysis, Business Planning, Due Diligence, Market Research, Financial Modeling, Strategy, Business Development, Strategic Partnerships, Competitive Analysis, New Business Development, Marketing Strategy, Manage Client..., Start-ups, Customer Acquisition, Cross-functional Team..., Management, CRM, Strengthening Client..., Entrepreneurship, Finance, Portfolio Management, Process Improvement, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, General Management and Strategy
Florida Agricultural and Mechanical University 1998 — 2003
B.S., Business Administration, Dean's List, Honor Roll
Peter Morton Coan Peter Morton Coan's J.P. Morgan Asset Management Experience 1998 - 2004
Job Senior Financial Writer, First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation January 2012 - Present
Global Financial Services Companies 2008 - January 2012
TD Ameritrade 2006 - 2008
TD Waterhouse 2004 - 2006
JP Morgan Asset Management 1998 - 2004
Citigroup 1997 - 1998
Sports Marketing International 1991 - 1997
World Tennis Magazine 1987 - 1991
Boating Industry Magazine 1982 - 1987
Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles
Education
Boston University 1979 — 1981
Masters, Broadcast Journalism
State University of New York at Buffalo 1975 — 1979
BA, English (Honors) and Psychology
First Investors Corporation January 2012 - Present
Global Financial Services Companies 2008 - January 2012
TD Ameritrade 2006 - 2008
TD Waterhouse 2004 - 2006
JP Morgan Asset Management 1998 - 2004
Citigroup 1997 - 1998
Sports Marketing International 1991 - 1997
World Tennis Magazine 1987 - 1991
Boating Industry Magazine 1982 - 1987
Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles
Education
Boston University 1979 — 1981
Masters, Broadcast Journalism
State University of New York at Buffalo 1975 — 1979
BA, English (Honors) and Psychology
Geeta Mishra, MBA, CSM, CSPO's J.P. Morgan Asset Management Experience January 2010 - May 2010
Job Project Manager Senior at Citi
Industry Information Technology and Services
Experience
Citi September 2012 - Present
Barclaycard June 2010 - September 2012
JP Morgan Asset Management January 2010 - May 2010
JPMorgan Chase October 2007 - December 2009
JPMorgan Chase December 2005 - September 2007
CITIGROUP April 2005 - November 2005
CITIGROUP October 2004 - March 2005
Skills
Microsoft Word, Project Management, Business Analysis, Visio, Access, SQL, Quality Center, Microsoft Excel, SDLC, MS Project, Software Documentation, Data Analysis, Testing, Banking, IT Strategy, Process Improvement, Requirements Analysis, Analysis, Requirements Gathering, Integration, Management
Education
University of Delaware 2013 — 2013
Project Management Certification, Project Management
Goldey-Beacom College
MBA, Finance, Marketing
University of Delaware
Certificate course in SAS Analysis
Citi September 2012 - Present
Barclaycard June 2010 - September 2012
JP Morgan Asset Management January 2010 - May 2010
JPMorgan Chase October 2007 - December 2009
JPMorgan Chase December 2005 - September 2007
CITIGROUP April 2005 - November 2005
CITIGROUP October 2004 - March 2005
Skills
Microsoft Word, Project Management, Business Analysis, Visio, Access, SQL, Quality Center, Microsoft Excel, SDLC, MS Project, Software Documentation, Data Analysis, Testing, Banking, IT Strategy, Process Improvement, Requirements Analysis, Analysis, Requirements Gathering, Integration, Management
Education
University of Delaware 2013 — 2013
Project Management Certification, Project Management
Goldey-Beacom College
MBA, Finance, Marketing
University of Delaware
Certificate course in SAS Analysis
Jeffrey Wang's J.P. Morgan Asset Management Experience January 2011 - April 2011
Job Investment Professional
Industry Investment Management
Experience
RTW Investments June 2011 - Present
JP Morgan Asset Management January 2011 - April 2011
Leerink Swann May 2010 - September 2010
Merck 2006 - 2009
Skills
Due Diligence, Hedge Funds, Financial Modeling, Valuation, Emerging Markets, Equities, Equity Research, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance and Investment Management
Shanghai Jiao Tong University
B.S., Biotechnology
University of Florida
Ph.D., Pharmacology
RTW Investments June 2011 - Present
JP Morgan Asset Management January 2011 - April 2011
Leerink Swann May 2010 - September 2010
Merck 2006 - 2009
Skills
Due Diligence, Hedge Funds, Financial Modeling, Valuation, Emerging Markets, Equities, Equity Research, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance and Investment Management
Shanghai Jiao Tong University
B.S., Biotechnology
University of Florida
Ph.D., Pharmacology
Lauren Passarelli's J.P. Morgan Asset Management Experience August 2015 - Present
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
Putnam Investments January 2014 - July 2015
Putnam Investments September 2013 - January 2014
Greek Store and More January 2010 - April 2013
Kronos June 2012 - August 2012
Martha's Exchange March 2009 - August 2012
Attunity 2012 - 2012
BAE Systems May 2011 - August 2011
Skills
Management, Customer Satisfaction, Business Development, Time Management, Analytics, Microsoft Office, Qualtrics, Finance, Salesforce.com, Satmetrix, Customer Experience, Customer Oriented
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance and Management, 3.65
University of Autonoma Barcelona 2012 — 2012
Business Administration and Management, General
Bishop Guertin High School 2005 — 2009
J.P. Morgan Asset Management August 2015 - Present
Putnam Investments January 2014 - July 2015
Putnam Investments September 2013 - January 2014
Greek Store and More January 2010 - April 2013
Kronos June 2012 - August 2012
Martha's Exchange March 2009 - August 2012
Attunity 2012 - 2012
BAE Systems May 2011 - August 2011
Skills
Management, Customer Satisfaction, Business Development, Time Management, Analytics, Microsoft Office, Qualtrics, Finance, Salesforce.com, Satmetrix, Customer Experience, Customer Oriented
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance and Management, 3.65
University of Autonoma Barcelona 2012 — 2012
Business Administration and Management, General
Bishop Guertin High School 2005 — 2009
Paul L. Young Paul L. Young's J.P. Morgan Asset Management Experience January 2012 - August 2013
Job BI Developer HR Analytics at The Ohio State University
Industry International Affairs
Experience
The Ohio State University February 2015 - Present
The Ohio State University Wexner Medical Center August 2013 - February 2015
JP Morgan Asset Management January 2012 - August 2013
Social Security Administration June 2009 - August 2009
CBC Companies May 2006 - August 2006
Skills
Microsoft Office, Customer Relations, Customer Service, Spanish, Excel, PowerPoint, Word, Public Speaking, Research, Microsoft Excel, Analysis, Microsoft SQL Server, Risk Management, Process Improvement, Time Management, Management, Training, Team Building, Data Analysis, Community Outreach, Microsoft Word, Access, Event Planning, Social Media
Education
Bowling Green State University 2009 — 2011
Bachelors, International Studies/Geography
Universidad de Alcalá 2011 — 2011
Spanish
Wittenberg University 2005 — 2007
Bachelors, Business
Gahanna Lincoln High School 2001 — 2005
The Ohio State University February 2015 - Present
The Ohio State University Wexner Medical Center August 2013 - February 2015
JP Morgan Asset Management January 2012 - August 2013
Social Security Administration June 2009 - August 2009
CBC Companies May 2006 - August 2006
Skills
Microsoft Office, Customer Relations, Customer Service, Spanish, Excel, PowerPoint, Word, Public Speaking, Research, Microsoft Excel, Analysis, Microsoft SQL Server, Risk Management, Process Improvement, Time Management, Management, Training, Team Building, Data Analysis, Community Outreach, Microsoft Word, Access, Event Planning, Social Media
Education
Bowling Green State University 2009 — 2011
Bachelors, International Studies/Geography
Universidad de Alcalá 2011 — 2011
Spanish
Wittenberg University 2005 — 2007
Bachelors, Business
Gahanna Lincoln High School 2001 — 2005
Jaime Steinhardt Jaime Steinhardt's J.P. Morgan Asset Management Experience July 2012 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Georgetown University Investment Office September 2009 - May 2012
Global Platinum Securities 2009 - 2012
JP Morgan Asset Management 2010 - 2011
GF Capital Management and Advisors May 2009 - August 2009
Education
Georgetown University 2008 — 2012
Economics, French
The Chapin School 1999 — 2008
J.P. Morgan Asset Management July 2012 - Present
Georgetown University Investment Office September 2009 - May 2012
Global Platinum Securities 2009 - 2012
JP Morgan Asset Management 2010 - 2011
GF Capital Management and Advisors May 2009 - August 2009
Education
Georgetown University 2008 — 2012
Economics, French
The Chapin School 1999 — 2008
Marian Pardo's J.P. Morgan Asset Management Experience 1980 - December 2002
Job Managing Director at Virtual Capital Management, LLC
Industry Financial Services
Experience
Viramal Limited September 2014 - Present
J. P. Morgan Mutual Funds February 2013 - Present
Virtual Capital Management LLC January 2007 - Present
Private Company November 2007 - February 2009
Credit Suisse Asset Management January 2003 - December 2006
JP Morgan Asset Management 1980 - December 2002
Morgan Guaranty Trust Company July 1968 - 1980
Skills
Equities, Finance, Fixed Income, Hedge Funds, Alternative Investments, Management, Capital Markets, Asset Managment, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Asset Allocation, Asset Management, Securities, Investment Management, Equity Research
Education
Barnard College 1964 — 1968
ba, Economics
Viramal Limited September 2014 - Present
J. P. Morgan Mutual Funds February 2013 - Present
Virtual Capital Management LLC January 2007 - Present
Private Company November 2007 - February 2009
Credit Suisse Asset Management January 2003 - December 2006
JP Morgan Asset Management 1980 - December 2002
Morgan Guaranty Trust Company July 1968 - 1980
Skills
Equities, Finance, Fixed Income, Hedge Funds, Alternative Investments, Management, Capital Markets, Asset Managment, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Asset Allocation, Asset Management, Securities, Investment Management, Equity Research
Education
Barnard College 1964 — 1968
ba, Economics
Jeffrey Laughman, CFA's J.P. Morgan Asset Management Experience June 2001 - May 2003
Job at StabFund Asset Management (part of UBS)
Industry Financial Services
Experience
Millennium Management March 2014 - April 2015
UBS Investment Bank November 2008 - February 2014
UBS Investment Bank July 2008 - October 2008
UBS Investment Bank June 2003 - June 2008
JP Morgan Asset Management June 2001 - May 2003
Skills
Fixed Income, Portfolio Management, Derivatives, Credit Derivatives, Corporate Credit, Credit Analysis, Hedge Funds, Banking, ABS, Customer Engagement, Client Service Oriented, Series 7, Investments, Risk Management, Asset Management, Financial Risk, Finance, Fixed Income Products, Financial Modeling, Financial Analysis
Education
Boston College 1997 — 2001
Bachelor, Finance
Millennium Management March 2014 - April 2015
UBS Investment Bank November 2008 - February 2014
UBS Investment Bank July 2008 - October 2008
UBS Investment Bank June 2003 - June 2008
JP Morgan Asset Management June 2001 - May 2003
Skills
Fixed Income, Portfolio Management, Derivatives, Credit Derivatives, Corporate Credit, Credit Analysis, Hedge Funds, Banking, ABS, Customer Engagement, Client Service Oriented, Series 7, Investments, Risk Management, Asset Management, Financial Risk, Finance, Fixed Income Products, Financial Modeling, Financial Analysis
Education
Boston College 1997 — 2001
Bachelor, Finance
Jim Gordon Jim Gordon's J.P. Morgan Asset Management Experience April 1992 - September 2002
Job
Industry Financial Services
Experience
Federated Investors, Inc. January 2014 - Present
Federated Investors, Inc. January 2013 - December 2013
Federated Investors, Inc. September 2002 - December 2012
JP Morgan Asset Management April 1992 - September 2002
Accenture October 1989 - March 1992
AT&T Bell Laboratories October 1984 - September 1987
Skills
Portfolio Management, Hedge Funds, Equities, Asset Allocation, Risk Management, Alternative Investments, Analysis, Asset Management, Derivatives, Economics, Fixed Income, Mutual Funds, Structured Products, Financial Risk
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA with Honors, Finance/Business Policy
Cornell University 1983 — 1984
MEng, Operations Research and Industrial Engineering
Cornell University 1979 — 1983
BS with Distinction, Applied and Engineering Physics
Phillips Exeter Academy 1976 — 1979
Diploma with Honors
Federated Investors, Inc. January 2014 - Present
Federated Investors, Inc. January 2013 - December 2013
Federated Investors, Inc. September 2002 - December 2012
JP Morgan Asset Management April 1992 - September 2002
Accenture October 1989 - March 1992
AT&T Bell Laboratories October 1984 - September 1987
Skills
Portfolio Management, Hedge Funds, Equities, Asset Allocation, Risk Management, Alternative Investments, Analysis, Asset Management, Derivatives, Economics, Fixed Income, Mutual Funds, Structured Products, Financial Risk
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA with Honors, Finance/Business Policy
Cornell University 1983 — 1984
MEng, Operations Research and Industrial Engineering
Cornell University 1979 — 1983
BS with Distinction, Applied and Engineering Physics
Phillips Exeter Academy 1976 — 1979
Diploma with Honors
Anand Parikh's J.P. Morgan Asset Management Experience May 2012 - August 2012
Job Funds Management Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JP Morgan Asset Management May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Excel, Financial Planning, Financial Analysis, Sales Process, Strategic Financial..., Microsoft Excel, Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Concentrating in Finance
JPMorgan Chase July 2013 - Present
JP Morgan Asset Management May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Excel, Financial Planning, Financial Analysis, Sales Process, Strategic Financial..., Microsoft Excel, Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration; Concentrating in Finance
Marcus Schwander Marcus Schwander's J.P. Morgan Asset Management Experience January 2006 - March 2007
Job Director of Business Development at Lang & Schwander
Industry Furniture
Experience
Lang & Schwander June 2007 - Present
JP Morgan Asset Management January 2006 - March 2007
Shell January 2003 - June 2003
Skills
Hospitality, Negotiation, Budgets, Project Management, Business Strategy, Business Development, Sales, Contract Negotiation, Marketing Strategy, Strategic Planning, New Business Development, Microsoft Office, German, Marketing, Asset Managment, Interior Design, Hotels, Hospitality Management, Furniture, Event Management, Micros
Education
2003 — 2007
Bachelor of Science, Hospitality
Institut Montana Zugerberg 1995 — 2001
Swiss Matura
Lang & Schwander June 2007 - Present
JP Morgan Asset Management January 2006 - March 2007
Shell January 2003 - June 2003
Skills
Hospitality, Negotiation, Budgets, Project Management, Business Strategy, Business Development, Sales, Contract Negotiation, Marketing Strategy, Strategic Planning, New Business Development, Microsoft Office, German, Marketing, Asset Managment, Interior Design, Hotels, Hospitality Management, Furniture, Event Management, Micros
Education
2003 — 2007
Bachelor of Science, Hospitality
Institut Montana Zugerberg 1995 — 2001
Swiss Matura
William R. Huzar William R. Huzar's J.P. Morgan Asset Management Experience November 2010 - Present
Job Private Banking Analyst at JP Morgan Asset Management
Industry Banking
Experience
JP Morgan Asset Management November 2010 - Present
Bank of New York Mellon June 2010 - August 2010
Payden & Rygel September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
B.A., Finance
Birkbeck, University of London 2009 — 2009
St. John's Preparatory School. Danvers, MA 2003 — 2007
High School
JP Morgan Asset Management November 2010 - Present
Bank of New York Mellon June 2010 - August 2010
Payden & Rygel September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
B.A., Finance
Birkbeck, University of London 2009 — 2009
St. John's Preparatory School. Danvers, MA 2003 — 2007
High School
Yevgeny Kushnir, CFA Yevgeny Kushnir, CFA's J.P. Morgan Asset Management Experience April 2011 - December 2011
Job Experienced Financial Analyst
Industry Financial Services
Experience
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Jay Link's J.P. Morgan Asset Management Experience July 2009 - September 2010
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
JP Morgan Asset Management July 2009 - September 2010
kasina February 2009 - July 2009
The Money Management Institute February 2009 - July 2009
Morgan Stanley July 1991 - January 2009
Skills
Product Management, Wealth Management, Program Management, Financial Services, Investments, Series 7, Project Management, Portfolio Management, Management, Equities, Alternative Investments, Leadership, ETFs, Asset Managment, Asset Management, Fixed Income, Product Development, Capital Markets
Education
Clemson University 1987 — 1991
B.S., Financial Management
Merrill Lynch September 2010 - Present
JP Morgan Asset Management July 2009 - September 2010
kasina February 2009 - July 2009
The Money Management Institute February 2009 - July 2009
Morgan Stanley July 1991 - January 2009
Skills
Product Management, Wealth Management, Program Management, Financial Services, Investments, Series 7, Project Management, Portfolio Management, Management, Equities, Alternative Investments, Leadership, ETFs, Asset Managment, Asset Management, Fixed Income, Product Development, Capital Markets
Education
Clemson University 1987 — 1991
B.S., Financial Management
Christopher Chung Christopher Chung's J.P. Morgan Asset Management Experience July 2013 - Present
Job Finance
Industry Investment Management
Experience
JP Morgan Asset Management July 2013 - Present
General Motors Asset Management January 2011 - July 2013
PineBridge Investments December 2007 - January 2011
AIG Asset Management February 2007 - December 2007
The Wall Street Journal November 2005 - February 2007
The McGraw-Hill Companies February 2002 - November 2005
The McGraw-Hill Companies August 2000 - February 2002
Education
Adelphi University 2004 — 2005
MBA, Management
University of California, Irvine 1997 — 2000
BA, Economics
JP Morgan Asset Management July 2013 - Present
General Motors Asset Management January 2011 - July 2013
PineBridge Investments December 2007 - January 2011
AIG Asset Management February 2007 - December 2007
The Wall Street Journal November 2005 - February 2007
The McGraw-Hill Companies February 2002 - November 2005
The McGraw-Hill Companies August 2000 - February 2002
Education
Adelphi University 2004 — 2005
MBA, Management
University of California, Irvine 1997 — 2000
BA, Economics
Jaco Bosman's J.P. Morgan Asset Management Experience September 2015 - Present
Job Wealth Management Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
Tampa stadium Hotel January 2015 - September 2015
New Generation Financial Planning December 2014 - September 2015
Old Mutual January 2013 - December 2014
OLD Mutual Finance January 2012 - December 2012
Boshoff Visser January 2011 - December 2011
Skills
Bond Markets, Commercial Insurance, Variable Annuities, Fixed Annuities, Wealth Management, HTML, JavaScript, WordPress, Foreign Exchange, Retirement Planning, Microsoft Excel, Pastel Accounting, Pastel Evolution, Account Management, Financial Accounting, Financial Reporting, Financial Audits, Financial Modeling, QuickBooks, Social Media Marketing, Adobe Creative Suite
Education
University of South Florida 2014 — 2016
Master of Business Administration (M.B.A.), International Business
University of South Africa/Universiteit van Suid-Afrika 2013 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Nelson Mandela Metropolitan University 2010 — 2013
Bachelor of Commerce (BCom), Accounting and Business/Management
Oudtshoorn High School
J.P. Morgan Asset Management September 2015 - Present
Tampa stadium Hotel January 2015 - September 2015
New Generation Financial Planning December 2014 - September 2015
Old Mutual January 2013 - December 2014
OLD Mutual Finance January 2012 - December 2012
Boshoff Visser January 2011 - December 2011
Skills
Bond Markets, Commercial Insurance, Variable Annuities, Fixed Annuities, Wealth Management, HTML, JavaScript, WordPress, Foreign Exchange, Retirement Planning, Microsoft Excel, Pastel Accounting, Pastel Evolution, Account Management, Financial Accounting, Financial Reporting, Financial Audits, Financial Modeling, QuickBooks, Social Media Marketing, Adobe Creative Suite
Education
University of South Florida 2014 — 2016
Master of Business Administration (M.B.A.), International Business
University of South Africa/Universiteit van Suid-Afrika 2013 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Nelson Mandela Metropolitan University 2010 — 2013
Bachelor of Commerce (BCom), Accounting and Business/Management
Oudtshoorn High School
Bill Nazaar's J.P. Morgan Asset Management Experience May 2011 - April 2012
Job Fiduciary Business Strategy Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
GNYHA Ventures April 2012 - October 2013
JP Morgan Asset Management May 2011 - April 2012
JP Morgan Corporate & Investment Bank 2006 - 2011
Skills
Equities, Fixed Income, Capital Markets, Banking, Securities Lending, Risk Management, SDLC, Data Modeling, Data Analysis, Project Management, Communication Skills, Testing, Business Analysis, Product Lifecycle..., Data Analytics, Financial Reporting, Project Delivery, Agile Methodologies, Written & Oral..., Communication, Portfolio Management, Agile Project Management, Strategy, Investments, Leadership, Business Process...
Education
Hofstra University - Frank G. Zarb School of Business
MBA, Finance, Cum Laude
Binghamton University - School of Management 2002 — 2006
B.S., Finance & Global Management, Cum Laude
Franklin Templeton Investments October 2013 - Present
GNYHA Ventures April 2012 - October 2013
JP Morgan Asset Management May 2011 - April 2012
JP Morgan Corporate & Investment Bank 2006 - 2011
Skills
Equities, Fixed Income, Capital Markets, Banking, Securities Lending, Risk Management, SDLC, Data Modeling, Data Analysis, Project Management, Communication Skills, Testing, Business Analysis, Product Lifecycle..., Data Analytics, Financial Reporting, Project Delivery, Agile Methodologies, Written & Oral..., Communication, Portfolio Management, Agile Project Management, Strategy, Investments, Leadership, Business Process...
Education
Hofstra University - Frank G. Zarb School of Business
MBA, Finance, Cum Laude
Binghamton University - School of Management 2002 — 2006
B.S., Finance & Global Management, Cum Laude
Timothy Kiriposki's J.P. Morgan Asset Management Experience March 2015 - Present
Job Registered Client Service Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
Jeff Nunes's J.P. Morgan Asset Management Experience September 2014 - Present
Job Business Management Analyst J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2014 - Present
J.P. Morgan Asset Management April 2012 - August 2014
University of Scranton April 2008 - May 2011
Johnson & Johnson June 2010 - January 2011
Skills
Financial Analysis, Accounting, Data Analysis, Financial Reporting, Access, Finance, Bloomberg, Analysis, Microsoft Excel, SAP, Business Analysis, Financial Statements, Budgets
Education
University of Scranton 2007 — 2011
B.S; B.S, Finance; Accounting
J.P. Morgan Asset Management September 2014 - Present
J.P. Morgan Asset Management April 2012 - August 2014
University of Scranton April 2008 - May 2011
Johnson & Johnson June 2010 - January 2011
Skills
Financial Analysis, Accounting, Data Analysis, Financial Reporting, Access, Finance, Bloomberg, Analysis, Microsoft Excel, SAP, Business Analysis, Financial Statements, Budgets
Education
University of Scranton 2007 — 2011
B.S; B.S, Finance; Accounting
Chitra Sundaram Chitra Sundaram's J.P. Morgan Asset Management Experience 2002 - 2003
Job Senior Analyst, Cardinal capital management
Industry Investment Management
Experience
Cardinal Capital Management LLC 2005 - Present
J.P. Morgan Asset Management 2002 - 2003
Goldman Sachs 1998 - 2002
Morgan Stanley Smith Barney 1997 - 1997
Skills
Equity Research, Equities, Portfolio Management, Fixed Income, Retail, E&P, Financial Technology, Valuation, Hedge Funds, Bloomberg, Investments, Financial Modeling, Capital Markets, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Masters in Business Administration, Finance and International Business
Institute of Chartered Accountants of India 1991 — 1994
CA, Accounting, Law and taxation
University of Pune 1986 — 1991
Bachelor of Commerce, Economics, Accounting
Cardinal Capital Management LLC 2005 - Present
J.P. Morgan Asset Management 2002 - 2003
Goldman Sachs 1998 - 2002
Morgan Stanley Smith Barney 1997 - 1997
Skills
Equity Research, Equities, Portfolio Management, Fixed Income, Retail, E&P, Financial Technology, Valuation, Hedge Funds, Bloomberg, Investments, Financial Modeling, Capital Markets, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Masters in Business Administration, Finance and International Business
Institute of Chartered Accountants of India 1991 — 1994
CA, Accounting, Law and taxation
University of Pune 1986 — 1991
Bachelor of Commerce, Economics, Accounting
Mark Browne Mark Browne's J.P. Morgan Asset Management Experience July 2006 - August 2014
Job Managing Director, Head of Institutional & Retirement Marketing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Investment Management August 2014 - Present
J.P. Morgan Asset Management July 2006 - August 2014
Morgan Stanley Capital International August 2003 - March 2006
ROTCH GROUP November 2002 - July 2003
GloMar Consulting January 2000 - January 2002
FAIRHEADS INTERNATIONAL January 1998 - January 2000
Investec Asset Management January 1995 - January 1998
BDO South Africa January 1990 - June 1995
Skills
Strategy, CRM, Portfolio Management, Product Marketing, Marketing Strategy, Asset Management, Product Management, Marketing, Management, Financial Services, Marketing Communications, Leadership, Mutual Funds, Lead Generation, Product Development, Business Development, Investments, Brand Management, Finance, Asset Managment, Defined Contribution, Institutional..., Equities, Derivatives
Education
University of South Africa/Universiteit van Suid-Afrika 1987 — 1993
Bachelor of Commerce (B.Com.), International Economics
University of South
B.Com; MBA, Finance & Investments
University of South
Bachelor of Commerce (B.Com); BA, Economics & Finance
BNY Mellon Investment Management August 2014 - Present
J.P. Morgan Asset Management July 2006 - August 2014
Morgan Stanley Capital International August 2003 - March 2006
ROTCH GROUP November 2002 - July 2003
GloMar Consulting January 2000 - January 2002
FAIRHEADS INTERNATIONAL January 1998 - January 2000
Investec Asset Management January 1995 - January 1998
BDO South Africa January 1990 - June 1995
Skills
Strategy, CRM, Portfolio Management, Product Marketing, Marketing Strategy, Asset Management, Product Management, Marketing, Management, Financial Services, Marketing Communications, Leadership, Mutual Funds, Lead Generation, Product Development, Business Development, Investments, Brand Management, Finance, Asset Managment, Defined Contribution, Institutional..., Equities, Derivatives
Education
University of South Africa/Universiteit van Suid-Afrika 1987 — 1993
Bachelor of Commerce (B.Com.), International Economics
University of South
B.Com; MBA, Finance & Investments
University of South
Bachelor of Commerce (B.Com); BA, Economics & Finance
Helge Skibeli, CFA Helge Skibeli, CFA's J.P. Morgan Asset Management Experience July 2015 - Present
Job Global Head of Equity Research at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management July 2015 - Present
JP Morgan Asset Management July 2001 - July 2015
JP Morgan Asset Management November 1998 - July 2001
JP Morgan Asset Management July 1990 - November 1998
Skills
Equity Research, Equities, Investment Strategies, Asset Managment, Portfolio Management, Alternative Investments, Asset Management, Equity Valuation, Valuation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Finance and Investments
BI Norwegian School of Management 1982 — 1986
Master of Business Degree
JP Morgan Asset Management July 2015 - Present
JP Morgan Asset Management July 2001 - July 2015
JP Morgan Asset Management November 1998 - July 2001
JP Morgan Asset Management July 1990 - November 1998
Skills
Equity Research, Equities, Investment Strategies, Asset Managment, Portfolio Management, Alternative Investments, Asset Management, Equity Valuation, Valuation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Finance and Investments
BI Norwegian School of Management 1982 — 1986
Master of Business Degree
Guillaume DURAND, M.Sc. Guillaume DURAND, M.Sc.'s J.P. Morgan Asset Management Experience June 2011 - December 2011
Job Analyste Financier chez LS Distribution North America
Industry Consumer Goods
Experience
LS Distribution North America January 2015 - Present
Klépierre SA January 2013 - October 2014
JP Morgan Asset Management June 2011 - December 2011
AXA Private Equity September 2010 - December 2010
Credit Agricole CIB June 2008 - May 2009
Skills
Financial Analysis, Corporate Finance, Finance, Financial Modeling, Portfolio Management, Valuation, Asset Management, Investissement..., Immobilier commercial, Reporting financier, Comptabilité, Trésorerie, Fonds d'investissement..., Modélisation financière, Finance d'entreprise
Education
EDHEC Business School 2007 — 2010
Master of Sciences, Finance & Management, double degree diploma
LS Distribution North America January 2015 - Present
Klépierre SA January 2013 - October 2014
JP Morgan Asset Management June 2011 - December 2011
AXA Private Equity September 2010 - December 2010
Credit Agricole CIB June 2008 - May 2009
Skills
Financial Analysis, Corporate Finance, Finance, Financial Modeling, Portfolio Management, Valuation, Asset Management, Investissement..., Immobilier commercial, Reporting financier, Comptabilité, Trésorerie, Fonds d'investissement..., Modélisation financière, Finance d'entreprise
Education
EDHEC Business School 2007 — 2010
Master of Sciences, Finance & Management, double degree diploma
Erin Taddia's J.P. Morgan Asset Management Experience February 2011 - July 2012
Job Officer, Talent Management, Global Human Resources
Industry Investment Banking
Experience
State Street January 2014 - Present
State Street September 2012 - January 2014
JP Morgan Asset Management February 2011 - July 2012
Goldman Sachs August 2007 - February 2011
Lower Manhattan Development Corporation January 2005 - August 2007
Skills
Program Management, Data Analysis, Workshop Facilitation, Microsoft Office, Public Speaking, Vendor Management, Microsoft Excel, Management, Leadership, Human Resources, Training, Mentoring
Education
New York University 2009 — 2012
Master of Arts, Business Education and Workplace Learning
Bryant University 2000 — 2004
Bachelor - Business Administration, Marketing, Communication, Political Science
State Street January 2014 - Present
State Street September 2012 - January 2014
JP Morgan Asset Management February 2011 - July 2012
Goldman Sachs August 2007 - February 2011
Lower Manhattan Development Corporation January 2005 - August 2007
Skills
Program Management, Data Analysis, Workshop Facilitation, Microsoft Office, Public Speaking, Vendor Management, Microsoft Excel, Management, Leadership, Human Resources, Training, Mentoring
Education
New York University 2009 — 2012
Master of Arts, Business Education and Workplace Learning
Bryant University 2000 — 2004
Bachelor - Business Administration, Marketing, Communication, Political Science
R. Conrad Johnson R. Conrad Johnson's J.P. Morgan Asset Management Experience 1999 - 2001
Job Chief Operating Officer Americas, Hedge Fund & Institutional Relationship Management at BNP Paribas
Industry Banking
Experience
BNP Paribas 2007 - Present
J.P. Morgan Securities, Inc. 2002 - 2007
J.P. Morgan Asset Management 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
Worldco, LLC – A.F. Bruan 1998 - 1998
Los Alamos National Laboratory 1992 - 1997
US Army 1985 - 1987
Skills
Leadership, Relationship Management, Sales Management, Hedge Funds, Pension Funds, Asset Management, Negotiation
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1989 — 1992
Bachelor of Arts (BA), Cinema/Television, 3.76
BNP Paribas 2007 - Present
J.P. Morgan Securities, Inc. 2002 - 2007
J.P. Morgan Asset Management 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
Worldco, LLC – A.F. Bruan 1998 - 1998
Los Alamos National Laboratory 1992 - 1997
US Army 1985 - 1987
Skills
Leadership, Relationship Management, Sales Management, Hedge Funds, Pension Funds, Asset Management, Negotiation
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1989 — 1992
Bachelor of Arts (BA), Cinema/Television, 3.76
Artez Dalgin Artez Dalgin's J.P. Morgan Asset Management Experience September 2000 - August 2008
Job Realtor at Realmart Realty
Industry Banking
Experience
Realmart Realty November 2014 - Present
The 451 Group August 2012 - August 2013
Wall Street Bazaar May 2011 - July 2012
GOLDMAN SACHS PRIVATE WEALTH MANAGEMENT (PWM) September 2008 - April 2011
JP Morgan Asset Management September 2000 - August 2008
J.P. Morgan June 1999 - August 2000
Anadolu Group September 1997 - April 1999
Skills
Asset Management, Wealth Management, Reporting & Analysis, Financial Planning, Budget Analysis, Financial Analysis, Asset Managment, Strategic Financial..., Budgets, Forecasting, Financial Reporting, Analysis, Leadership, Management, Finance, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, New Business Development, Project Management, Project Planning
Education
NYU 2001 — 2005
MBA, Finance & Marketing
Bogazici University 1994 — 1997
BA, Business Administration
Realmart Realty November 2014 - Present
The 451 Group August 2012 - August 2013
Wall Street Bazaar May 2011 - July 2012
GOLDMAN SACHS PRIVATE WEALTH MANAGEMENT (PWM) September 2008 - April 2011
JP Morgan Asset Management September 2000 - August 2008
J.P. Morgan June 1999 - August 2000
Anadolu Group September 1997 - April 1999
Skills
Asset Management, Wealth Management, Reporting & Analysis, Financial Planning, Budget Analysis, Financial Analysis, Asset Managment, Strategic Financial..., Budgets, Forecasting, Financial Reporting, Analysis, Leadership, Management, Finance, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, New Business Development, Project Management, Project Planning
Education
NYU 2001 — 2005
MBA, Finance & Marketing
Bogazici University 1994 — 1997
BA, Business Administration
Caroline van Eyck Caroline van Eyck's J.P. Morgan Asset Management Experience May 2011 - August 2011
Job Retail Planner at Theory
Industry Financial Services
Experience
Theory July 2013 - Present
Theory / Helmut Lang May 2012 - July 2013
Morgan Stanley 2012 - 2012
JP Morgan Asset Management May 2011 - August 2011
Ralph Lauren December 2009 - January 2011
Skills
Microsoft Excel, Facebook, Market Research, Marketing, Sales, Microsoft Office, PowerPoint, Management, Microsoft Word, Social Media, Financial Analysis, Analysis, SPSS, Social Media Marketing, Fashion, Budgets, Outlook, Bloomberg, Advertising, Research, Event Planning, Public Speaking, Access, Photoshop, Financial Reporting, Strategic Financial..., Retail Sales, Retail Buying, MS Excel Pivot Tables, Inventory Analysis, Retail, Merchandising, Trend Analysis, Inventory Management, Forecasting
Education
Fairfield University 2008 — 2012
BS, Marketing/Economics
Florence University of the Arts 2011 — 2011
International Business
Greenwich High School 2004 — 2008
Theory July 2013 - Present
Theory / Helmut Lang May 2012 - July 2013
Morgan Stanley 2012 - 2012
JP Morgan Asset Management May 2011 - August 2011
Ralph Lauren December 2009 - January 2011
Skills
Microsoft Excel, Facebook, Market Research, Marketing, Sales, Microsoft Office, PowerPoint, Management, Microsoft Word, Social Media, Financial Analysis, Analysis, SPSS, Social Media Marketing, Fashion, Budgets, Outlook, Bloomberg, Advertising, Research, Event Planning, Public Speaking, Access, Photoshop, Financial Reporting, Strategic Financial..., Retail Sales, Retail Buying, MS Excel Pivot Tables, Inventory Analysis, Retail, Merchandising, Trend Analysis, Inventory Management, Forecasting
Education
Fairfield University 2008 — 2012
BS, Marketing/Economics
Florence University of the Arts 2011 — 2011
International Business
Greenwich High School 2004 — 2008
Alex Ciliotta-Young Alex Ciliotta-Young's J.P. Morgan Asset Management Experience August 2010 - Present
Job Associate at JPMorgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management August 2010 - Present
Education
Columbia University in the City of New York 2006 — 2010
Montclair High School
JP Morgan Asset Management August 2010 - Present
Education
Columbia University in the City of New York 2006 — 2010
Montclair High School
Jessica (Penaherrera-Kang) Redden Jessica (Penaherrera-Kang) Redden's J.P. Morgan Asset Management Experience July 2010 - April 2011
Job Marketing Strategist
Industry Financial Services
Experience
J.P. Morgan November 2012 - Present
Terrier Tri - Triathlon Team June 2010 - Present
JPMorgan Chase October 2011 - November 2012
JP Morgan Chase April 2011 - October 2011
JP Morgan Asset Management July 2010 - April 2011
Baruch College January 2006 - May 2010
SBR Multisports February 2007 - September 2009
JPMorgan Chase June 2009 - July 2009
Skills
Foreign Languages, Microsoft Office, Project Planning, Team Motivator, Project Execution, Swimming, Spanish, Triathlon, Coaching, Intercultural Relations, Multicultural, Process Improvement, College Recruiting, Business Analysis, Strategic Thinking, Process Consulting
Education
Baruch College 2006 — 2010
International Business, Economics, Finance, International Marketing, International Business, Communications
UEMS High School - Guayaquil, Ecuador
J.P. Morgan November 2012 - Present
Terrier Tri - Triathlon Team June 2010 - Present
JPMorgan Chase October 2011 - November 2012
JP Morgan Chase April 2011 - October 2011
JP Morgan Asset Management July 2010 - April 2011
Baruch College January 2006 - May 2010
SBR Multisports February 2007 - September 2009
JPMorgan Chase June 2009 - July 2009
Skills
Foreign Languages, Microsoft Office, Project Planning, Team Motivator, Project Execution, Swimming, Spanish, Triathlon, Coaching, Intercultural Relations, Multicultural, Process Improvement, College Recruiting, Business Analysis, Strategic Thinking, Process Consulting
Education
Baruch College 2006 — 2010
International Business, Economics, Finance, International Marketing, International Business, Communications
UEMS High School - Guayaquil, Ecuador
Daniel Mueller Daniel Mueller's J.P. Morgan Asset Management Experience 2004 - 2006
Job Principal at Harmon Worldwide
Industry Investment Management
Experience
Harmon Worldwide October 2010 - Present
Scottish Widows Investment Partnership, Edinburgh, UK - US$200B Inv Mgmt sub of Lloyds BG 2006 - 2010
JP Morgan Asset Management 2004 - 2006
Banc One Investment Advisors 1995 - 2004
Valley Youth Soccer League, AZ 1998 - 2003
Bankers Trust Co 1989 - 1995
Manufacturers Hanover Trust 1984 - 1989
Bankers Trust Co 1980 - 1984
Skills
Strategic Leadership, Team Building, Consultative Sales..., Equities, Investment Strategies, Institutional Investors, Global Investment..., Fixed Income, Investments, Investment Management, Mutual Funds, Portfolio Management, Private Equity, Asset Managment, Institutional..., Asset Management, Securities, Emerging Markets, Asset Allocation, Equity Research, Alternative Investments, Investment Banking, Hedge Funds, Finance, Strategy, Start-ups, Wealth Management, Bloomberg, Capital Markets, Relationship Management, Valuation, Financial Markets, Derivatives, Equity Trading, Structured Products, Structured Finance, Fund Of Funds, Financial Services, Pension Funds, Equity Derivatives, ETFs, Trading, Private Banking, Investment Advisory, Series 7, Pensions, Credit Derivatives, Funding, Options, Management
Education
Columbia University - Columbia Business School
Financial Management Program
New York Institute of Technology
BS, Business and Social Sciences
Nyack College
WWHS, MJHS, PHES
Harmon Worldwide October 2010 - Present
Scottish Widows Investment Partnership, Edinburgh, UK - US$200B Inv Mgmt sub of Lloyds BG 2006 - 2010
JP Morgan Asset Management 2004 - 2006
Banc One Investment Advisors 1995 - 2004
Valley Youth Soccer League, AZ 1998 - 2003
Bankers Trust Co 1989 - 1995
Manufacturers Hanover Trust 1984 - 1989
Bankers Trust Co 1980 - 1984
Skills
Strategic Leadership, Team Building, Consultative Sales..., Equities, Investment Strategies, Institutional Investors, Global Investment..., Fixed Income, Investments, Investment Management, Mutual Funds, Portfolio Management, Private Equity, Asset Managment, Institutional..., Asset Management, Securities, Emerging Markets, Asset Allocation, Equity Research, Alternative Investments, Investment Banking, Hedge Funds, Finance, Strategy, Start-ups, Wealth Management, Bloomberg, Capital Markets, Relationship Management, Valuation, Financial Markets, Derivatives, Equity Trading, Structured Products, Structured Finance, Fund Of Funds, Financial Services, Pension Funds, Equity Derivatives, ETFs, Trading, Private Banking, Investment Advisory, Series 7, Pensions, Credit Derivatives, Funding, Options, Management
Education
Columbia University - Columbia Business School
Financial Management Program
New York Institute of Technology
BS, Business and Social Sciences
Nyack College
WWHS, MJHS, PHES
Daniel Percella, CFA Daniel Percella, CFA's J.P. Morgan Asset Management Experience June 2008 - 2013
Job CoPortfolio Manager, Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan January 2014 - Present
JP Morgan Asset Management June 2008 - 2013
Bank of America Securities 2006 - 2008
Citigroup Investment Research 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Equity Research, Valuation, Securities, Mutual Funds, Buy-side, Asset Managment, Bloomberg, Hedge Funds, Investments, Capital Markets, Finance
Education
Chartered Financial Analyst
Georgetown University 1998 — 2002
BSFS, International Economics
Seton Hall Prep
J.P. Morgan January 2014 - Present
JP Morgan Asset Management June 2008 - 2013
Bank of America Securities 2006 - 2008
Citigroup Investment Research 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Equity Research, Valuation, Securities, Mutual Funds, Buy-side, Asset Managment, Bloomberg, Hedge Funds, Investments, Capital Markets, Finance
Education
Chartered Financial Analyst
Georgetown University 1998 — 2002
BSFS, International Economics
Seton Hall Prep
Michael Mondo Michael Mondo's J.P. Morgan Asset Management Experience 2006 - 2008
Job Senior Vice President, Institutional Sales at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management March 2013 - Present
Invesco Ltd. September 2008 - February 2013
JP Morgan Asset Management 2006 - 2008
Evergreen Investments 2002 - 2006
State Street 1992 - 2002
Skills
Investment Strategies, Investment Management, 401k, Financial Services, Institutional Sales, Pensions, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Equities, Investments, Institutional..., Series 63, Asset Management, Bonds, Investment Advisory, Bloomberg, Portfolio Management, Capital Markets, Securities, Wealth Management
Education
St. John's University 1984 — 1988
MBA, Finance
Adelphi University 1978 — 1982
BBA, Marketing
Hartford Investment Management March 2013 - Present
Invesco Ltd. September 2008 - February 2013
JP Morgan Asset Management 2006 - 2008
Evergreen Investments 2002 - 2006
State Street 1992 - 2002
Skills
Investment Strategies, Investment Management, 401k, Financial Services, Institutional Sales, Pensions, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Equities, Investments, Institutional..., Series 63, Asset Management, Bonds, Investment Advisory, Bloomberg, Portfolio Management, Capital Markets, Securities, Wealth Management
Education
St. John's University 1984 — 1988
MBA, Finance
Adelphi University 1978 — 1982
BBA, Marketing
Jonathan Geiger Jonathan Geiger's J.P. Morgan Asset Management Experience January 2004 - August 2009
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Tortoise Capital Advisors June 2010 - October 2010
JP Morgan Asset Management January 2004 - August 2009
JP Morgan Asset Managent November 1997 - December 2003
Seligman Data Corporation May 1996 - November 1997
Gruntal & Company November 1994 - April 1996
Education
Frostburg State University 1986 — 1990
BA, Finance
Pikesville High School 1982 — 1986
Charles Schwab October 2010 - Present
Tortoise Capital Advisors June 2010 - October 2010
JP Morgan Asset Management January 2004 - August 2009
JP Morgan Asset Managent November 1997 - December 2003
Seligman Data Corporation May 1996 - November 1997
Gruntal & Company November 1994 - April 1996
Education
Frostburg State University 1986 — 1990
BA, Finance
Pikesville High School 1982 — 1986
Brian Caulin, CFA's J.P. Morgan Asset Management Experience June 2009 - June 2010
Job Vice President at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital September 2014 - Present
ICONIQ Capital June 2013 - September 2014
J.P. Morgan January 2012 - May 2013
J.P. Morgan July 2010 - December 2011
JP Morgan Asset Management June 2009 - June 2010
JP Morgan Asset Management May 2008 - June 2009
Education
Boston College 2004 — 2008
Bachelors of Science, Finance, Accounting
ICONIQ Capital September 2014 - Present
ICONIQ Capital June 2013 - September 2014
J.P. Morgan January 2012 - May 2013
J.P. Morgan July 2010 - December 2011
JP Morgan Asset Management June 2009 - June 2010
JP Morgan Asset Management May 2008 - June 2009
Education
Boston College 2004 — 2008
Bachelors of Science, Finance, Accounting
Ed Kiang's J.P. Morgan Asset Management Experience June 1999 - February 2000
Job Vice President, Interactive Media Licensing at World Wrestling Entertainment
Industry Online Media
Experience
World Wrestling Entertainment June 2013 - Present
Vocativ February 2012 - June 2013
Wind-up Records February 2000 - February 2012
TwoChop Games August 2009 - May 2010
JP Morgan Asset Management June 1999 - February 2000
Skills
Digital Marketing, Strategic Partnerships, New Media, Digital Strategy, Entertainment, Social Media, Social Media Marketing, New Business Development, Mobile Marketing, Marketing, Video Games, Home Video, Licensing, Digital Media, Web Project Management, Social Networking, Video, E-commerce, Mobile Devices, Internet Research, Online Research
Education
Columbia University in the City of New York 1995 — 1999
BA, Urban Studies w/Economics Specialization
World Wrestling Entertainment June 2013 - Present
Vocativ February 2012 - June 2013
Wind-up Records February 2000 - February 2012
TwoChop Games August 2009 - May 2010
JP Morgan Asset Management June 1999 - February 2000
Skills
Digital Marketing, Strategic Partnerships, New Media, Digital Strategy, Entertainment, Social Media, Social Media Marketing, New Business Development, Mobile Marketing, Marketing, Video Games, Home Video, Licensing, Digital Media, Web Project Management, Social Networking, Video, E-commerce, Mobile Devices, Internet Research, Online Research
Education
Columbia University in the City of New York 1995 — 1999
BA, Urban Studies w/Economics Specialization
Jose Diaz, PMP, ACP's J.P. Morgan Asset Management Experience January 2011 - March 2011
Job IT Project Manager at The Rockefeller Foundation
Industry Information Technology and Services
Experience
The Rockefeller Foundation May 2012 - Present
iCIMS May 2011 - May 2012
PMI NYC Chapter January 2011 - September 2011
JP Morgan Asset Management January 2011 - March 2011
OrderMotion, Inc. June 2006 - November 2010
Automatic Data Processing (ADP) February 2004 - June 2006
American Lawyer Media January 2003 - February 2004
Skills
E-commerce, Requirements Analysis, PMI, Databases, Troubleshooting, PMP, Documentation, Integration, SDLC, Customer Service, Agile, SaaS, Business Analysis, Project Management, Account Management, Software Documentation, Agile Methodologies, Software Project..., Visio, Vendor Management, CRM, Microsoft SQL Server, Process Improvement, SQL, Program Management, Requirements Gathering, Microsoft CRM, Leadership, Team Management, Management, Business Process, Analysis, Risk Management, MS Project, Business Process..., Business Intelligence, SharePoint, Agile Project Management, IT Management, IT Strategy, ERP, ITIL, Systems Analysis, Cross-functional Team..., Change Management, Enterprise Software, Project Portfolio...
Education
New School University 2012 — 2015
Master's Degree, Environmental Policy and Sustainability Management
Baruch College, City University of New York (CUNY) 2007 — 2008
Graduate Certificate, Project Management
Marist College 1998 — 2002
BS, Information Systems
Norman Thomas High School
The Rockefeller Foundation May 2012 - Present
iCIMS May 2011 - May 2012
PMI NYC Chapter January 2011 - September 2011
JP Morgan Asset Management January 2011 - March 2011
OrderMotion, Inc. June 2006 - November 2010
Automatic Data Processing (ADP) February 2004 - June 2006
American Lawyer Media January 2003 - February 2004
Skills
E-commerce, Requirements Analysis, PMI, Databases, Troubleshooting, PMP, Documentation, Integration, SDLC, Customer Service, Agile, SaaS, Business Analysis, Project Management, Account Management, Software Documentation, Agile Methodologies, Software Project..., Visio, Vendor Management, CRM, Microsoft SQL Server, Process Improvement, SQL, Program Management, Requirements Gathering, Microsoft CRM, Leadership, Team Management, Management, Business Process, Analysis, Risk Management, MS Project, Business Process..., Business Intelligence, SharePoint, Agile Project Management, IT Management, IT Strategy, ERP, ITIL, Systems Analysis, Cross-functional Team..., Change Management, Enterprise Software, Project Portfolio...
Education
New School University 2012 — 2015
Master's Degree, Environmental Policy and Sustainability Management
Baruch College, City University of New York (CUNY) 2007 — 2008
Graduate Certificate, Project Management
Marist College 1998 — 2002
BS, Information Systems
Norman Thomas High School
Jeff Braun's J.P. Morgan Asset Management Experience July 2003 - April 2006
Job Managing Director at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments April 2006 - Present
JP Morgan Asset Management July 2003 - April 2006
MIT Sloan School of Management January 2001 - June 2003
Education
Massachusetts Institute of Technology 2000 — 2003
S.B., Mathematics and Management Science
New York University 2004 — 2009
M.S., Mathematics in Finance
California Institute of Technology 1999 — 2000
Two Sigma Investments April 2006 - Present
JP Morgan Asset Management July 2003 - April 2006
MIT Sloan School of Management January 2001 - June 2003
Education
Massachusetts Institute of Technology 2000 — 2003
S.B., Mathematics and Management Science
New York University 2004 — 2009
M.S., Mathematics in Finance
California Institute of Technology 1999 — 2000
Anne-Marie Fink's J.P. Morgan Asset Management Experience August 1995 - May 2006
Job Chief Investment Officer at Employee Retirement System of Rhode Island
Industry Investment Management
Experience
Employee Retirement System of Rhode Island November 2012 - Present
JPMorgan Chase January 2008 - September 2012
"The Moneymakers: How Extraordinary Managers Win in a World Turned Upside Down" June 2006 - 2009
JP Morgan Asset Management August 1995 - May 2006
Skills
Hedge Funds, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Yale University 1983 — 1987
BA
Employee Retirement System of Rhode Island November 2012 - Present
JPMorgan Chase January 2008 - September 2012
"The Moneymakers: How Extraordinary Managers Win in a World Turned Upside Down" June 2006 - 2009
JP Morgan Asset Management August 1995 - May 2006
Skills
Hedge Funds, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Yale University 1983 — 1987
BA
Chris Pic's J.P. Morgan Asset Management Experience August 1997 - March 2006
Job Head of Client Services at Guardian Life
Industry Financial Services
Experience
Guardian Life October 2014 - Present
Ascensus April 2006 - August 2014
JP Morgan Asset Management August 1997 - March 2006
T. Rowe Price 1991 - 1997
Skills
Financial Services, Risk Management, Mutual Funds, Investments, Asset Management, 401k, Retirement, Transfer Agency, Private Banking, Alternative Investments, Retirement Planning, Series 7, Series 63, Asset Allocation, Securities, Relationship Management, Management
Education
Drexel University - LeBow College of Business 1998 — 2000
EMBA, Business
University of Wisconsin-Madison 1986 — 1990
BA, Economics and International Relations
Guardian Life October 2014 - Present
Ascensus April 2006 - August 2014
JP Morgan Asset Management August 1997 - March 2006
T. Rowe Price 1991 - 1997
Skills
Financial Services, Risk Management, Mutual Funds, Investments, Asset Management, 401k, Retirement, Transfer Agency, Private Banking, Alternative Investments, Retirement Planning, Series 7, Series 63, Asset Allocation, Securities, Relationship Management, Management
Education
Drexel University - LeBow College of Business 1998 — 2000
EMBA, Business
University of Wisconsin-Madison 1986 — 1990
BA, Economics and International Relations
Patrick Lomelo's J.P. Morgan Asset Management Experience April 2006 - Present
Job Global Head of Operations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
JP Morgan Asset Management April 2006 - Present
JPMorgan Chase January 2012 - June 2013
JPMorgan Chase September 2009 - January 2012
Prudential Insurance June 1995 - November 1997
Skills
Asset Management, Management, Equities, Fixed Income, Hedge Funds, Derivatives, Investments, Securities, Capital Markets, Portfolio Management, Mutual Funds, Alternative Investments, Financial Services
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS, Finance
Neuberger Berman October 2014 - Present
JP Morgan Asset Management April 2006 - Present
JPMorgan Chase January 2012 - June 2013
JPMorgan Chase September 2009 - January 2012
Prudential Insurance June 1995 - November 1997
Skills
Asset Management, Management, Equities, Fixed Income, Hedge Funds, Derivatives, Investments, Securities, Capital Markets, Portfolio Management, Mutual Funds, Alternative Investments, Financial Services
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS, Finance
Dave Gurak's J.P. Morgan Asset Management Experience January 2009 - Present
Job JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management January 2009 - Present
Bear Stearns Asset Management July 2007 - December 2008
Genworth Financial/GE Capital August 2005 - June 2007
Education
American University 2001 — 2005
Finance
Ramapo High School 1997 — 2001
JP Morgan Asset Management January 2009 - Present
Bear Stearns Asset Management July 2007 - December 2008
Genworth Financial/GE Capital August 2005 - June 2007
Education
American University 2001 — 2005
Finance
Ramapo High School 1997 — 2001
Ankush Jain's J.P. Morgan Asset Management Experience June 2011 - Present
Job Managing Director at JP Morgan Asset Management
Industry Capital Markets
Experience
JP Morgan Asset Management June 2011 - Present
AllianceBernstein January 2007 - June 2011
HSBC 2005 - 2007
Deutsche Bank 1996 - 2005
Telcordia Technologies May 1995 - September 1996
mentor graphics May 1990 - May 1995
Skills
Alternative Investments, Process Improvement, Management, IT Strategy, IT Asset Management, Hedge Funds, Fixed Income, Investment Banking, Portfolio Management, Risk Management, SDLC, Trading, Trading Systems, Troubleshooting
Education
Syracuse University 1988 — 1990
Master of Science (M.S.), Computer Engineering
Amravati University 1984 — 1988
Bachelor of Engineering (B.E.), Industrial Engineering/Production Engineering
JP Morgan Asset Management June 2011 - Present
AllianceBernstein January 2007 - June 2011
HSBC 2005 - 2007
Deutsche Bank 1996 - 2005
Telcordia Technologies May 1995 - September 1996
mentor graphics May 1990 - May 1995
Skills
Alternative Investments, Process Improvement, Management, IT Strategy, IT Asset Management, Hedge Funds, Fixed Income, Investment Banking, Portfolio Management, Risk Management, SDLC, Trading, Trading Systems, Troubleshooting
Education
Syracuse University 1988 — 1990
Master of Science (M.S.), Computer Engineering
Amravati University 1984 — 1988
Bachelor of Engineering (B.E.), Industrial Engineering/Production Engineering
Atticus Fallon, CAIA's J.P. Morgan Asset Management Experience May 2013 - Present
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management May 2013 - Present
UBS Global Asset Management March 2007 - April 2013
U.S. Trust 2005 - 2007
John Hancock 1999 - 2005
Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2004
MBA, Investments
University of Vermont 1994 — 1998
BS, Business
JP Morgan Asset Management May 2013 - Present
UBS Global Asset Management March 2007 - April 2013
U.S. Trust 2005 - 2007
John Hancock 1999 - 2005
Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2004
MBA, Investments
University of Vermont 1994 — 1998
BS, Business
David Martucci's J.P. Morgan Asset Management Experience May 2011 - Present
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
JP Morgan Asset Management May 2011 - Present
JP Morgan 2000 - Present
JPMorgan Asset Management 2000 - Present
JP MORGAN ASSET MANAGEMENT January 2004 - May 2011
JP Morgan January 2002 - May 2011
CHUBB GROUP OF INSURANCE COMPANIES June 1998 - June 2000
Chubb 1998 - 2000
Skills
Portfolio Management, Investment Banking, Fixed Income, Investment Strategies, Investments, Trading, Derivatives, Insurance, Business Strategy, Bonds, Economics, Asset Management, Strategy, Mutual Funds, Mergers, Financial Risk, Equities, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Masters in Business Administration, Economicis
Leonard N. Stern School of Business
M.B.A, Finance and Economics
Hamilton College 1994 — 1998
BA, Math and Economics
Hamilton College
B.A, Mathematics and Economics
New York University
Master of Business Administration (M.B.A.), Economics
JP Morgan Asset Management May 2011 - Present
JP Morgan 2000 - Present
JPMorgan Asset Management 2000 - Present
JP MORGAN ASSET MANAGEMENT January 2004 - May 2011
JP Morgan January 2002 - May 2011
CHUBB GROUP OF INSURANCE COMPANIES June 1998 - June 2000
Chubb 1998 - 2000
Skills
Portfolio Management, Investment Banking, Fixed Income, Investment Strategies, Investments, Trading, Derivatives, Insurance, Business Strategy, Bonds, Economics, Asset Management, Strategy, Mutual Funds, Mergers, Financial Risk, Equities, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Masters in Business Administration, Economicis
Leonard N. Stern School of Business
M.B.A, Finance and Economics
Hamilton College 1994 — 1998
BA, Math and Economics
Hamilton College
B.A, Mathematics and Economics
New York University
Master of Business Administration (M.B.A.), Economics
Tim Shannon, CFA's J.P. Morgan Asset Management Experience July 2007 - December 2009
Job Resident, Redwoods Leadership Development Program at DaVita
Industry Investment Management
Experience
DaVita September 2015 - Present
Global Platinum Securities 2004 - Present
DaVita June 2014 - August 2014
Zweig-DiMenna Associates January 2010 - March 2013
JP Morgan Asset Management July 2007 - December 2009
Marsico Capital Management May 2006 - August 2006
Anacapa Asset Management June 2005 - August 2005
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Hedge Funds, Investments, Alternative Investments, Valuation, Economics, Bloomberg Terminal, Investment Banking, Financial Analysis, Chartered Financial..., Healthcare, Biotechnology, Medical Devices, Healthcare Information..., Capital Markets, Private Equity
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Health Enterprise Management & Finance
Georgetown University 2003 — 2007
Bachelor of Science (BS), Healthcare Management & Policy
DaVita September 2015 - Present
Global Platinum Securities 2004 - Present
DaVita June 2014 - August 2014
Zweig-DiMenna Associates January 2010 - March 2013
JP Morgan Asset Management July 2007 - December 2009
Marsico Capital Management May 2006 - August 2006
Anacapa Asset Management June 2005 - August 2005
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Hedge Funds, Investments, Alternative Investments, Valuation, Economics, Bloomberg Terminal, Investment Banking, Financial Analysis, Chartered Financial..., Healthcare, Biotechnology, Medical Devices, Healthcare Information..., Capital Markets, Private Equity
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Health Enterprise Management & Finance
Georgetown University 2003 — 2007
Bachelor of Science (BS), Healthcare Management & Policy
Herman Calderon's J.P. Morgan Asset Management Experience 2005 - Present
Job Desktop Engineer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2008 - Present
JPMorganChase 2008 - Present
JPMorgan Chase 2007 - Present
CCN, inc. 2007 - Present
JP Morgan 2007 - Present
JP Morgan Asset Management 2005 - Present
JP Morgan Chase February 2006 - December 2007
J.P. Morgan Chase January 2000 - July 2005
Education
City University of New York 1975 — 1980
City University of New York 1970 — 1974
General Studies
JPMorgan Chase January 2008 - Present
JPMorganChase 2008 - Present
JPMorgan Chase 2007 - Present
CCN, inc. 2007 - Present
JP Morgan 2007 - Present
JP Morgan Asset Management 2005 - Present
JP Morgan Chase February 2006 - December 2007
J.P. Morgan Chase January 2000 - July 2005
Education
City University of New York 1975 — 1980
City University of New York 1970 — 1974
General Studies
Timothy Gough's J.P. Morgan Asset Management Experience May 2011 - May 2014
Job Field Marketing Manager at Sprint
Industry Events Services
Experience
Sprint June 2015 - Present
HeTexted Inc October 2012 - Present
J.P. Morgan Asset Management May 2011 - May 2014
Bank of America October 2009 - May 2011
Merrill Lynch January 2006 - July 2009
Skills
Marketing, Strategy, Salesforce.com, Market Research, Event Planning, Competitive Analysis, Equities, Sales, Leadership, Account Management, Contract Negotiation, Strategic Planning, Negotiation, Event Management, Budgeting, Corporate Events, Digital Events, Event Apps, Starcite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Program Management, Social Media Marketing, Integrated Marketing, Integrated Marketing...
Education
University of Richmond - Robins School of Business 2000 — 2005
Bachelor of Science Business Administration (BSBA), Integrated Marketing
University of Richmond 2000 — 2005
Bachelor of Arts (BA), Theatre/Theater
The Taft School 1998 — 2000
Sprint June 2015 - Present
HeTexted Inc October 2012 - Present
J.P. Morgan Asset Management May 2011 - May 2014
Bank of America October 2009 - May 2011
Merrill Lynch January 2006 - July 2009
Skills
Marketing, Strategy, Salesforce.com, Market Research, Event Planning, Competitive Analysis, Equities, Sales, Leadership, Account Management, Contract Negotiation, Strategic Planning, Negotiation, Event Management, Budgeting, Corporate Events, Digital Events, Event Apps, Starcite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Program Management, Social Media Marketing, Integrated Marketing, Integrated Marketing...
Education
University of Richmond - Robins School of Business 2000 — 2005
Bachelor of Science Business Administration (BSBA), Integrated Marketing
University of Richmond 2000 — 2005
Bachelor of Arts (BA), Theatre/Theater
The Taft School 1998 — 2000
Matthew Chilewich's J.P. Morgan Asset Management Experience March 2005 - January 2010
Job Business Development, Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management February 2014 - Present
AQR Capital Management February 2010 - January 2014
JP Morgan Asset Management March 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - March 2005
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Mutual Funds, Series 7, Asset Managment, Series 63, Wealth Management, Canadian New Entrants...
Education
Duke University - The Fuqua School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of Michigan 1993 — 1997
BA, Psychology
AQR Capital Management February 2014 - Present
AQR Capital Management February 2010 - January 2014
JP Morgan Asset Management March 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - March 2005
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Mutual Funds, Series 7, Asset Managment, Series 63, Wealth Management, Canadian New Entrants...
Education
Duke University - The Fuqua School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of Michigan 1993 — 1997
BA, Psychology
Brenda W. Walker's J.P. Morgan Asset Management Experience 1997 - 2004
Job 522 Capital Partners, LLC
Industry Real Estate
Experience
522 Capital Partners, LLC June 2011 - Present
Smith Breeden Associates 2004 - June 2011
JP Morgan Asset Management 1997 - 2004
NCM Capital Management April 1995 - 1997
MetLife 1992 - 1995
Skills
Portfolio Management, Investments, Business Development, Investment Management, Private Equity, MBS, Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Derivatives, Valuation, Bloomberg, Financial Modeling, Asset Management, Due Diligence, Management, Capital Markets, Equities, Mutual Funds, Banking
Education
Wharton School, University of Pennsylvania
MBA, Finance
Massachusetts Institute of Technology
SM, Applied Mathematics
Clark Atlanta University
BS, Mathematics & Physics
522 Capital Partners, LLC June 2011 - Present
Smith Breeden Associates 2004 - June 2011
JP Morgan Asset Management 1997 - 2004
NCM Capital Management April 1995 - 1997
MetLife 1992 - 1995
Skills
Portfolio Management, Investments, Business Development, Investment Management, Private Equity, MBS, Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Derivatives, Valuation, Bloomberg, Financial Modeling, Asset Management, Due Diligence, Management, Capital Markets, Equities, Mutual Funds, Banking
Education
Wharton School, University of Pennsylvania
MBA, Finance
Massachusetts Institute of Technology
SM, Applied Mathematics
Clark Atlanta University
BS, Mathematics & Physics
Laurence McGrath's J.P. Morgan Asset Management Experience September 2010 - Present
Job Executive Director US Healthcare Analyst at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management September 2010 - Present
Pioneer Investments March 2006 - September 2010
Pioneer Investments, Dublin May 2002 - March 2006
Setanta Asset Management June 1998 - April 2002
Skills
Equities, Portfolio Management, Asset Management, Equity Research, Investments, Analysis, Financial Analysis, Capital Markets, Investment Strategies, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Fixed Income, Securities, Investment Banking, Valuation, Asset Managment, Management, Private Equity
Education
Dublin City University 1998 — 2000
M. Science, Investment & Treasury Management
University College Dublin 1994 — 1997
B. Commerce, Banking & Finance
St. Marys College 1984 — 1994
JP Morgan Asset Management September 2010 - Present
Pioneer Investments March 2006 - September 2010
Pioneer Investments, Dublin May 2002 - March 2006
Setanta Asset Management June 1998 - April 2002
Skills
Equities, Portfolio Management, Asset Management, Equity Research, Investments, Analysis, Financial Analysis, Capital Markets, Investment Strategies, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Fixed Income, Securities, Investment Banking, Valuation, Asset Managment, Management, Private Equity
Education
Dublin City University 1998 — 2000
M. Science, Investment & Treasury Management
University College Dublin 1994 — 1997
B. Commerce, Banking & Finance
St. Marys College 1984 — 1994
Michael Crean's J.P. Morgan Asset Management Experience 1990 - 2004
Job Senior Vice President at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management - Formerly ING Investment Management May 2014 - Present
ING Investment Management March 2014 - April 2014
ING Investment Management October 2004 - February 2014
JP Morgan Investment Management 1990 - 2004
JP Morgan Asset Management 1990 - 2004
Mitchell Hutchins Institutional Investors 1987 - 1990
Skills
Risk Management, Trading Systems, Asset Management, Derivatives, Financial Services
Education
State University of New York College at Brockport 1984 — 1986
B.S. Computer Science, B.S. Mathematics
Farmingdale State College 1982 — 1984
A.S., Computer Science
Voya Investment Management - Formerly ING Investment Management May 2014 - Present
ING Investment Management March 2014 - April 2014
ING Investment Management October 2004 - February 2014
JP Morgan Investment Management 1990 - 2004
JP Morgan Asset Management 1990 - 2004
Mitchell Hutchins Institutional Investors 1987 - 1990
Skills
Risk Management, Trading Systems, Asset Management, Derivatives, Financial Services
Education
State University of New York College at Brockport 1984 — 1986
B.S. Computer Science, B.S. Mathematics
Farmingdale State College 1982 — 1984
A.S., Computer Science
Mike Loschiavo's J.P. Morgan Asset Management Experience April 2010 - Present
Job VP SMA Client Administration Manager JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management April 2010 - Present
Prudential Financial August 2001 - October 2009
AXA Advisors September 2000 - August 2001
Prudential Financial January 1992 - August 2000
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Financial Services, Series 63, Securities, Fixed Income, Asset Managment, Alternative Investments, Equities, Hedge Funds, Series 24, Asset Allocation, FINRA, Portfolio Management, ETFs, Bloomberg, Capital Markets, Bonds, Trading, Retirement Planning, Management, Separately Managed..., Unified Managed Accounts, Asset Management, Project Management
Education
City University of New York-College of Staten Island 1986 — 1989
JP Morgan Asset Management April 2010 - Present
Prudential Financial August 2001 - October 2009
AXA Advisors September 2000 - August 2001
Prudential Financial January 1992 - August 2000
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Financial Services, Series 63, Securities, Fixed Income, Asset Managment, Alternative Investments, Equities, Hedge Funds, Series 24, Asset Allocation, FINRA, Portfolio Management, ETFs, Bloomberg, Capital Markets, Bonds, Trading, Retirement Planning, Management, Separately Managed..., Unified Managed Accounts, Asset Management, Project Management
Education
City University of New York-College of Staten Island 1986 — 1989
Eric Kless, CIMA®'s J.P. Morgan Asset Management Experience January 2013 - Present
Job Vice President, Client Advisor / Wholesaler at J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
Fidelity Investments January 2008 - December 2012
Fidelity Investments January 2005 - December 2007
Fidelity Investments December 2003 - December 2004
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Asset Management, Insurance, Series 63, Wealth Management, Finance, Alternative Investments, Series 6, Asset Allocation, Sales, Trading, 401k, Relationship Management, ETFs, Retirement, Securities, Consultative Sales..., Sales Presentation..., Investment Management, Personal Financial..., Economics, Competitive Analysis, Fiduciary, 529 Plans, Retirement Savings
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Business Administration, Finance and Economics
J.P. Morgan Asset Management January 2013 - Present
Fidelity Investments January 2008 - December 2012
Fidelity Investments January 2005 - December 2007
Fidelity Investments December 2003 - December 2004
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Asset Management, Insurance, Series 63, Wealth Management, Finance, Alternative Investments, Series 6, Asset Allocation, Sales, Trading, 401k, Relationship Management, ETFs, Retirement, Securities, Consultative Sales..., Sales Presentation..., Investment Management, Personal Financial..., Economics, Competitive Analysis, Fiduciary, 529 Plans, Retirement Savings
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Business Administration, Finance and Economics
Tom Rieman's J.P. Morgan Asset Management Experience August 2009 - February 2013
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital February 2013 - Present
JP Morgan Asset Management August 2009 - February 2013
Impact Training and Consulting, Inc. 2002 - August 2009
The Fusion Group 1998 - 2001
Territory Sales Rep in the Healthcare, Human Resources and Financal Services Industries 1988 - 1995
Skills
Equities, Relationship Management, Series 7, Mutual Funds, Retirement, Fixed Income, Strategy, Strategic Planning, Training, Executive Coaching, 401k, Coaching, Change Management, Asset Allocation, Performance Improvement, Investment Management, Retirement Planning, Asset Management, Capital Markets, Separately Managed..., Investments, ETFs, Series 63, Talent Management
Education
George Mason University 1996 — 1997
Master of Science, Organizational Learning
Florida Atlantic University
B.A. Marketing
Brinker Capital February 2013 - Present
JP Morgan Asset Management August 2009 - February 2013
Impact Training and Consulting, Inc. 2002 - August 2009
The Fusion Group 1998 - 2001
Territory Sales Rep in the Healthcare, Human Resources and Financal Services Industries 1988 - 1995
Skills
Equities, Relationship Management, Series 7, Mutual Funds, Retirement, Fixed Income, Strategy, Strategic Planning, Training, Executive Coaching, 401k, Coaching, Change Management, Asset Allocation, Performance Improvement, Investment Management, Retirement Planning, Asset Management, Capital Markets, Separately Managed..., Investments, ETFs, Series 63, Talent Management
Education
George Mason University 1996 — 1997
Master of Science, Organizational Learning
Florida Atlantic University
B.A. Marketing
Bob Fields's J.P. Morgan Asset Management Experience May 2011 - Present
Job Fixed Income Expert and Managing Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management May 2011 - Present
PIMCO September 2001 - April 2011
eBondtrade 1999 - 2001
Goldman Sachs 1988 - 1999
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Business Development, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Managment, Asset Management, Series 7, Bloomberg, Mutual Funds, Investment Strategies, Bonds, Structured Products
Education
Brown University
AB, Classics
University of Michigan Business School Executive Program in Public Finance
JP Morgan Asset Management May 2011 - Present
PIMCO September 2001 - April 2011
eBondtrade 1999 - 2001
Goldman Sachs 1988 - 1999
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Business Development, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Managment, Asset Management, Series 7, Bloomberg, Mutual Funds, Investment Strategies, Bonds, Structured Products
Education
Brown University
AB, Classics
University of Michigan Business School Executive Program in Public Finance
Yetta Tropper's J.P. Morgan Asset Management Experience April 1999 - June 2015
Job Executive Director at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate June 2015 - Present
JP Morgan Asset Management April 1999 - June 2015
Deloitte September 1994 - March 1999
Skills
Asset Management, Real Estate Investment
Education
Baruch College, City University of New York (CUNY)
Prudential Real Estate June 2015 - Present
JP Morgan Asset Management April 1999 - June 2015
Deloitte September 1994 - March 1999
Skills
Asset Management, Real Estate Investment
Education
Baruch College, City University of New York (CUNY)
Susan Fitzenrider's J.P. Morgan Asset Management Experience January 1998 - March 1999
Job AVP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
FX Bridge Technologies Corporation August 2009 - July 2011
Interactive Advisory Software April 2007 - January 2009
Independent Consultant September 2005 - April 2007
Javelin Technologies May 2000 - September 2001
MarketXT March 1999 - May 2000
JP Morgan Asset Management January 1998 - March 1999
SIAC May 1996 - January 1998
TPMC October 1995 - May 1996
Information Systems & Networks Corporation 1988 - 1995
Skills
SDLC, Agile Methodologies, Electronic Trading, Java, Object Oriented Design, Software Engineering, SQL
Education
East Carolina University
BS, Computer Science
Credit Suisse July 2011 - Present
FX Bridge Technologies Corporation August 2009 - July 2011
Interactive Advisory Software April 2007 - January 2009
Independent Consultant September 2005 - April 2007
Javelin Technologies May 2000 - September 2001
MarketXT March 1999 - May 2000
JP Morgan Asset Management January 1998 - March 1999
SIAC May 1996 - January 1998
TPMC October 1995 - May 1996
Information Systems & Networks Corporation 1988 - 1995
Skills
SDLC, Agile Methodologies, Electronic Trading, Java, Object Oriented Design, Software Engineering, SQL
Education
East Carolina University
BS, Computer Science
Prentice, Josh's J.P. Morgan Asset Management Experience September 2014 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
W. Bradford Paley's J.P. Morgan Asset Management Experience 2010 - 2011
Job Interaction Designer; "cognitive engineer"
Industry Design
Experience
Digital Image Design Incorporated 1981 - Present
RMS 2010 - 2013
JP Morgan Asset Management 2010 - 2011
BIDS Trading March 2009 - May 2009
Lehman Brothers 2007 - 2008
NYSE 2003 - 2006
SLK 2004 - 2005
Morgan Stanley 2002 - 2005
Merrill Lynch 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design
Education
Columbia Engineering 2003 — 2008
Adjunct Associate Professor, Computer Science
University of California, Berkeley 1979 — 1981
BA Economics, Phi Beta Kappa
Digital Image Design Incorporated 1981 - Present
RMS 2010 - 2013
JP Morgan Asset Management 2010 - 2011
BIDS Trading March 2009 - May 2009
Lehman Brothers 2007 - 2008
NYSE 2003 - 2006
SLK 2004 - 2005
Morgan Stanley 2002 - 2005
Merrill Lynch 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design
Education
Columbia Engineering 2003 — 2008
Adjunct Associate Professor, Computer Science
University of California, Berkeley 1979 — 1981
BA Economics, Phi Beta Kappa
Michael Miller, CIMA®, PRP's J.P. Morgan Asset Management Experience March 2007 - Present
Job Managing Director Head of DCIS Advisor Sales, JP Morgan Asset Management (DCIO)
Industry Investment Management
Experience
JP Morgan Asset Management March 2007 - Present
JP Morgan Asset Management March 2007 - December 2011
Principal Funds December 2005 - March 2007
Ceridian Retirement Plan Services 2001 - 2005
Skills
Investments, Defined Contribution, Retirement Planning, Mutual Funds, 401k, Series 63, Asset Allocation, Asset Management, Series 7, Alternative Investments, Defined Benefit, Financial Advisory, Investment Management, Retirement, Investment Advisory, Wealth Management, Uniform Combined State..., Separately Managed..., Financial Services, Series 24, ETFs, FINRA, Series 65, Investment Strategies, Series 6, Securities, Portfolio Management, Equities, Fixed Income, Fixed Annuities, Wealth Management..., Bonds, Pensions, Retirement Plan..., Hedge Funds, Institutional...
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Finance, General
JP Morgan Asset Management March 2007 - Present
JP Morgan Asset Management March 2007 - December 2011
Principal Funds December 2005 - March 2007
Ceridian Retirement Plan Services 2001 - 2005
Skills
Investments, Defined Contribution, Retirement Planning, Mutual Funds, 401k, Series 63, Asset Allocation, Asset Management, Series 7, Alternative Investments, Defined Benefit, Financial Advisory, Investment Management, Retirement, Investment Advisory, Wealth Management, Uniform Combined State..., Separately Managed..., Financial Services, Series 24, ETFs, FINRA, Series 65, Investment Strategies, Series 6, Securities, Portfolio Management, Equities, Fixed Income, Fixed Annuities, Wealth Management..., Bonds, Pensions, Retirement Plan..., Hedge Funds, Institutional...
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Finance, General
Madhavi Chakka's J.P. Morgan Asset Management Experience August 2011 - February 2014
Job Senior Investment Management Compliance Officer
Industry Financial Services
Experience
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
Mariana Bernunzo Connolly, CFA, CFP's J.P. Morgan Asset Management Experience 2004 - Present
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management 2004 - Present
The Bank of New York 2001 - 2004
JP Morgan 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Columbia University in the City of New York 1980 — 1984
St. Francis Preparatory High School
JP Morgan Asset Management 2004 - Present
The Bank of New York 2001 - 2004
JP Morgan 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Columbia University in the City of New York 1980 — 1984
St. Francis Preparatory High School
Daniel O'Connor, CFA's J.P. Morgan Asset Management Experience 1996 - 2008
Job Institutional Portfolio Manager at Templeton Global Equity Group
Industry Financial Services
Experience
Templeton Global Equity Group August 2008 - Present
JPMorgan Asset Management February 2005 - May 2008
JP Morgan Asset Management 1996 - 2008
European Investors, Inc. July 2001 - September 2004
INVESCO July 1994 - February 1996
Delta Air Lines November 1985 - June 1994
Delta Air Lines December 1982 - October 1985
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA
Clemson University 1977 — 1980
M.S.
Indiana University Bloomington 1973 — 1977
B.S.
Templeton Global Equity Group August 2008 - Present
JPMorgan Asset Management February 2005 - May 2008
JP Morgan Asset Management 1996 - 2008
European Investors, Inc. July 2001 - September 2004
INVESCO July 1994 - February 1996
Delta Air Lines November 1985 - June 1994
Delta Air Lines December 1982 - October 1985
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA
Clemson University 1977 — 1980
M.S.
Indiana University Bloomington 1973 — 1977
B.S.
Adam Ackermann's J.P. Morgan Asset Management Experience May 2011 - Present
Job Vice President at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2011 - Present
GE Asset Management June 2008 - May 2011
GE Asset Management October 2007 - June 2008
GE Asset Management August 2006 - October 2007
GE Asset Management August 2005 - October 2006
Skills
Bonds, Equities, Investment Banking, Fixed Income, Capital Markets, Treasury Management, Derivatives, Trading, Liquidity Management, Portfolio Management, Structured Products, Banking, Funding, Money Market, Hedge Funds, Bloomberg, Asset Management, Securities
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance and Business Economics, Magna Cum Laude
Fordham University 2003 — 2005
Bachelor of Science, Finance
Bergen Catholic HS 1996 — 2000
JP Morgan Asset Management May 2011 - Present
GE Asset Management June 2008 - May 2011
GE Asset Management October 2007 - June 2008
GE Asset Management August 2006 - October 2007
GE Asset Management August 2005 - October 2006
Skills
Bonds, Equities, Investment Banking, Fixed Income, Capital Markets, Treasury Management, Derivatives, Trading, Liquidity Management, Portfolio Management, Structured Products, Banking, Funding, Money Market, Hedge Funds, Bloomberg, Asset Management, Securities
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance and Business Economics, Magna Cum Laude
Fordham University 2003 — 2005
Bachelor of Science, Finance
Bergen Catholic HS 1996 — 2000
Malinda Hardenstine Ladd's J.P. Morgan Asset Management Experience July 2011 - Present
Job Middle Office Data Integrity Specialist at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management July 2011 - Present
Citi April 2007 - July 2011
Neuberger Berman September 2006 - April 2007
Bloomberg June 2000 - September 2006
Education
Dickinson College 2000 — 2000
Pocono Mountain High School 1991 — 1995
JP Morgan Asset Management July 2011 - Present
Citi April 2007 - July 2011
Neuberger Berman September 2006 - April 2007
Bloomberg June 2000 - September 2006
Education
Dickinson College 2000 — 2000
Pocono Mountain High School 1991 — 1995
Erika Atsumi-Stewart's J.P. Morgan Asset Management Experience July 1998 - August 2006
Job Investor
Industry Philanthropy
Experience
JP Morgan Asset Management July 1998 - August 2006
Goldman Sachs January 1996 - June 1998
Skills
Investments
Education
Brandeis University, Lemberg - International Business School
MA, International Economics & Finance
JP Morgan Asset Management July 1998 - August 2006
Goldman Sachs January 1996 - June 1998
Skills
Investments
Education
Brandeis University, Lemberg - International Business School
MA, International Economics & Finance
Meeghan White's J.P. Morgan Asset Management Experience 1996 - 2002
Job at
Industry Health, Wellness and Fitness
Experience
Go Figure Barre Studios November 2014 - Present
JoyRide Cycling Studio October 2012 - Present
Fairfield Pilates 2011 - 2013
Westport Pilates 2006 - 2011
JP Morgan Asset Management 1996 - 2002
Education
Boston College 1992 — 1996
Finance
Universidad de Granada
Go Figure Barre Studios November 2014 - Present
JoyRide Cycling Studio October 2012 - Present
Fairfield Pilates 2011 - 2013
Westport Pilates 2006 - 2011
JP Morgan Asset Management 1996 - 2002
Education
Boston College 1992 — 1996
Finance
Universidad de Granada
Kristin Corwin's J.P. Morgan Asset Management Experience April 2003 - September 2008
Job Independent Investment Management Professional
Industry Financial Services
Experience
JP Morgan Asset Management April 2003 - September 2008
OppenheimerFunds April 1995 - April 2003
Education
Colorado State University 1989 — 1993
JP Morgan Asset Management April 2003 - September 2008
OppenheimerFunds April 1995 - April 2003
Education
Colorado State University 1989 — 1993
Cynthia Towers, PMP, CSM's J.P. Morgan Asset Management Experience 2009 - December 2012
Job at
Industry Information Technology and Services
Experience
USDA May 2015 - Present
JMA Information Technology December 2012 - Present
JP Morgan Asset Management 2009 - December 2012
Patuxent River Group May 2005 - May 2009
RGII October 2001 - May 2005
EDS June 1997 - November 2000
Skills
Program Management, Agile Methodologies, Analysis, Business Intelligence, Business Process, Leadership, Management, Project Planning, Risk Management, Vendor Management, SQL
Education
Coleman College 1979 — 1984
BS, Computer Science
Graceland University 1973 — 1976
Nursing
USDA May 2015 - Present
JMA Information Technology December 2012 - Present
JP Morgan Asset Management 2009 - December 2012
Patuxent River Group May 2005 - May 2009
RGII October 2001 - May 2005
EDS June 1997 - November 2000
Skills
Program Management, Agile Methodologies, Analysis, Business Intelligence, Business Process, Leadership, Management, Project Planning, Risk Management, Vendor Management, SQL
Education
Coleman College 1979 — 1984
BS, Computer Science
Graceland University 1973 — 1976
Nursing
Lamont Caldwell's J.P. Morgan Asset Management Experience March 2008 - Present
Job Trade Coordinator at JPMorgan
Industry Banking
Experience
JP Morgan Asset Management March 2008 - Present
JP Morgan Asset Management May 2005 - March 2008
JPMorgan Chase August 1999 - May 2005
Bank One 1999 - 2000
Skills
Strategic Planning, Equities, Portfolio Management, Management, Investments, Mutual Funds, Retirement Planning, Banking, Accounting, Financial Services, Securities, Finance, Wealth Management, Trading, Asset Management
Education
Franklin University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Texas A&M University-Commerce 2009 — 2011
Management
Franklin University 2002 — 2004
BS, Business Administration & Organizational Leadership
The Ohio State University 1994 — 1996
Finance
JP Morgan Asset Management March 2008 - Present
JP Morgan Asset Management May 2005 - March 2008
JPMorgan Chase August 1999 - May 2005
Bank One 1999 - 2000
Skills
Strategic Planning, Equities, Portfolio Management, Management, Investments, Mutual Funds, Retirement Planning, Banking, Accounting, Financial Services, Securities, Finance, Wealth Management, Trading, Asset Management
Education
Franklin University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Texas A&M University-Commerce 2009 — 2011
Management
Franklin University 2002 — 2004
BS, Business Administration & Organizational Leadership
The Ohio State University 1994 — 1996
Finance
Jason Tse's J.P. Morgan Asset Management Experience August 2011 - Present
Job VP Planning & Analysis at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management August 2011 - Present
PineBridge Investments Formerly AIG Investments August 2008 - August 2011
Lehman Brothers July 2005 - August 2008
Skills
Equities, Corporate Finance, Portfolio Management, Capital Markets, Derivatives, Private Equity, Asset Managment, Financial Analysis, Investments, Hedge Funds, Financial Modeling, Valuation, Fixed Income, Alternative Investments, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance & Investments
Rutgers University-New Brunswick 1997 — 2001
BS, Computer Science
JP Morgan Asset Management August 2011 - Present
PineBridge Investments Formerly AIG Investments August 2008 - August 2011
Lehman Brothers July 2005 - August 2008
Skills
Equities, Corporate Finance, Portfolio Management, Capital Markets, Derivatives, Private Equity, Asset Managment, Financial Analysis, Investments, Hedge Funds, Financial Modeling, Valuation, Fixed Income, Alternative Investments, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance & Investments
Rutgers University-New Brunswick 1997 — 2001
BS, Computer Science
Jonathan Beshel, CFA, CMT's J.P. Morgan Asset Management Experience May 2003 - May 2011
Job Vice President, Equity Trader at Cohen & Steers
Industry Financial Services
Experience
Cohen and Steers Capital May 2011 - Present
JP Morgan Asset Management May 2003 - May 2011
NewBridge Partners 2002 - 2003
Skills
Trading Systems, Trading, Equity Trading, Bloomberg, Securities, Asset Management, Investments, Hedge Funds, REIT, Investment Strategies, Equities, Electronic Trading, Asset Managment, Capital Markets, Series 7
Education
Bucknell University 1995 — 1999
BA, Economics
Cohen and Steers Capital May 2011 - Present
JP Morgan Asset Management May 2003 - May 2011
NewBridge Partners 2002 - 2003
Skills
Trading Systems, Trading, Equity Trading, Bloomberg, Securities, Asset Management, Investments, Hedge Funds, REIT, Investment Strategies, Equities, Electronic Trading, Asset Managment, Capital Markets, Series 7
Education
Bucknell University 1995 — 1999
BA, Economics
Skylar Hochberg's J.P. Morgan Asset Management Experience July 2010 - July 2011
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group February 2014 - Present
The Praedium Group July 2011 - February 2014
JP Morgan Asset Management July 2010 - July 2011
Education
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Policy Analysis and Management
OBHS
OBHS
The Carlyle Group February 2014 - Present
The Praedium Group July 2011 - February 2014
JP Morgan Asset Management July 2010 - July 2011
Education
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Policy Analysis and Management
OBHS
OBHS
Jason Craft's J.P. Morgan Asset Management Experience 2000 - 2002
Job Operations Associate at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management June 2010 - Present
Pinnacle Fund Administration LLC May 2009 - April 2010
Round Table Investment Management Company 2008 - 2008
2100 Capital Group 2007 - 2008
Larch Lane Advisors 2004 - 2007
Andor Capital Management 2003 - 2004
JP Morgan Asset Management 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Fund Of Funds, Investments, Derivatives, Fund Accounting
Education
Central Connecticut State University 1997 — 2000
BS, Accounting
University of Maryland College Park 1992 — 1993
Global Endowment Management June 2010 - Present
Pinnacle Fund Administration LLC May 2009 - April 2010
Round Table Investment Management Company 2008 - 2008
2100 Capital Group 2007 - 2008
Larch Lane Advisors 2004 - 2007
Andor Capital Management 2003 - 2004
JP Morgan Asset Management 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Fund Of Funds, Investments, Derivatives, Fund Accounting
Education
Central Connecticut State University 1997 — 2000
BS, Accounting
University of Maryland College Park 1992 — 1993
Hilary McCallum's J.P. Morgan Asset Management Experience May 2010 - May 2014
Job Risk Analyst at JPMorgan
Industry Financial Services
Experience
JPM Asset Management May 2014 - Present
JP Morgan Asset Management May 2010 - May 2014
JPMorgan 2007 - May 2010
Nine West Group 1994 - 2001
Education
Cleveland State University 1993 — 1994
Beachwood High School 1990 — 1993
Franklin University
Human Resource Management
JPM Asset Management May 2014 - Present
JP Morgan Asset Management May 2010 - May 2014
JPMorgan 2007 - May 2010
Nine West Group 1994 - 2001
Education
Cleveland State University 1993 — 1994
Beachwood High School 1990 — 1993
Franklin University
Human Resource Management
Kayadti Madison's J.P. Morgan Asset Management Experience 2013 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JP Morgan Asset Management 2013 - Present
BNY Mellon 2010 - 2013
Bear Stearns & Co. 1999 - 2009
Morgan Stanley Dean Witter 1997 - 1999
Skills
Account Reconciliation, Financial Reporting, Compliance, Analysis, Financial Statements, Alternative Investments, Series 7, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration, Finance
Morehouse College
BA, Accounting
JP Morgan Asset Management 2013 - Present
BNY Mellon 2010 - 2013
Bear Stearns & Co. 1999 - 2009
Morgan Stanley Dean Witter 1997 - 1999
Skills
Account Reconciliation, Financial Reporting, Compliance, Analysis, Financial Statements, Alternative Investments, Series 7, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration, Finance
Morehouse College
BA, Accounting
Julina Ogilvie's J.P. Morgan Asset Management Experience August 2011 - Present
Job Vice President at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management August 2011 - Present
Lord Abbett July 1997 - August 2011
Education
Colgate University 1993 — 1997
Economics and Spanish
JP Morgan Asset Management August 2011 - Present
Lord Abbett July 1997 - August 2011
Education
Colgate University 1993 — 1997
Economics and Spanish
Anne Martin's J.P. Morgan Asset Management Experience August 2014 - Present
Job Proposal Writer at J.P. Morgan Asset Management's Global MultiAsset Group
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan April 2013 - May 2014
J.P. Morgan Investor Services August 2012 - April 2013
J.P. Morgan Worldwide Securities Services May 2005 - August 2012
**various** 1992 - 2002
Skills
Proposal Writing, Management, Customer Service, Editing, Proofreading
Education
University of Rochester 1988 — 1992
B.A., Theatre
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan April 2013 - May 2014
J.P. Morgan Investor Services August 2012 - April 2013
J.P. Morgan Worldwide Securities Services May 2005 - August 2012
**various** 1992 - 2002
Skills
Proposal Writing, Management, Customer Service, Editing, Proofreading
Education
University of Rochester 1988 — 1992
B.A., Theatre
Bret Solnoki, CIMA's J.P. Morgan Asset Management Experience October 2010 - January 2013
Job Director, Registered Investment Advisors at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management February 2013 - Present
JP Morgan Asset Management October 2010 - January 2013
Seligman Investment Advisors, Inc. October 2007 - November 2008
Skills
Series 7, Investment Advisory, Asset Managment, Insurance, Series 63, Sales, Investments, Fixed Income, Asset Allocation, Equities, Alternative Investments, Securities, Wealth Management
Education
Fairfield University 1993 — 1997
BS, Finance
Fairfield University 1993 — 1997
Bachelor's Degree, Finance
Hampton Bays High School
BMO Global Asset Management February 2013 - Present
JP Morgan Asset Management October 2010 - January 2013
Seligman Investment Advisors, Inc. October 2007 - November 2008
Skills
Series 7, Investment Advisory, Asset Managment, Insurance, Series 63, Sales, Investments, Fixed Income, Asset Allocation, Equities, Alternative Investments, Securities, Wealth Management
Education
Fairfield University 1993 — 1997
BS, Finance
Fairfield University 1993 — 1997
Bachelor's Degree, Finance
Hampton Bays High School
Max Rodriguez, CFA's J.P. Morgan Asset Management Experience June 2007 - January 2014
Job Head of Institutional Sales at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management Institutional Sales & Consultant RelationsSenior Vice PresidentFirst Pacific Advisors
JP Morgan Asset Management June 2007 - January 2014
Skills
Investment Management, Defined Benefit, Fixed Income, Alternative Investments, Defined Contribution, Equities, Asset Allocation, Private Equity, Hedge Funds, Real Estate
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
B.S., Finance
Universidad Complutense de Madrid
Tocqueville Asset Management Institutional Sales & Consultant RelationsSenior Vice PresidentFirst Pacific Advisors
JP Morgan Asset Management June 2007 - January 2014
Skills
Investment Management, Defined Benefit, Fixed Income, Alternative Investments, Defined Contribution, Equities, Asset Allocation, Private Equity, Hedge Funds, Real Estate
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
B.S., Finance
Universidad Complutense de Madrid
Fred Gaskin's J.P. Morgan Asset Management Experience July 2011 - Present
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management July 2011 - Present
Dividend Growth Advisors July 2009 - December 2010
BlackRock/MLIM 2004 - 2008
Zurich Scudder Investments 1996 - 2004
Scudder Investments 1996 - 2004
Education
Wake Forest University School of Business 1987 — 1989
MBA, Business, Finance
Appalachian State University 1980 — 1984
BSBA, Finance
JP Morgan Asset Management July 2011 - Present
Dividend Growth Advisors July 2009 - December 2010
BlackRock/MLIM 2004 - 2008
Zurich Scudder Investments 1996 - 2004
Scudder Investments 1996 - 2004
Education
Wake Forest University School of Business 1987 — 1989
MBA, Business, Finance
Appalachian State University 1980 — 1984
BSBA, Finance
Jennifer Friedman's J.P. Morgan Asset Management Experience July 2011 - Present
Job Associate at JPMorgan
Industry Financial Services
Experience
JP Morgan Asset Management July 2011 - Present
J.P. Morgan June 2010 - August 2010
Department of Treasury May 2009 - August 2009
Education
Cornell University 2007 — 2010
Bachelor of Science, Applied Economics and Management - Finance Specialization
Princeton High School 2003 — 2007
JP Morgan Asset Management July 2011 - Present
J.P. Morgan June 2010 - August 2010
Department of Treasury May 2009 - August 2009
Education
Cornell University 2007 — 2010
Bachelor of Science, Applied Economics and Management - Finance Specialization
Princeton High School 2003 — 2007
John Galateria's J.P. Morgan Asset Management Experience January 2014 - Present
Job Head of North America Institutional at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management January 2011 - January 2014
T. Rowe Price December 1992 - January 2011
Education
University of Richmond 1983 — 1987
BA, English/History
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management January 2011 - January 2014
T. Rowe Price December 1992 - January 2011
Education
University of Richmond 1983 — 1987
BA, English/History
Brian Nottage, PhD, CFA's J.P. Morgan Asset Management Experience May 2013 - Present
Job Managing Director at JP Morgan
Industry Real Estate
Experience
JP Morgan Asset Management May 2013 - Present
JP Morgan Asset Mangement January 2011 - May 2013
JP Morgan Asset Management June 2005 - January 2011
GMAC Commercial Mortgage 2004 - 2005
Moody's Economy.com 1998 - 2004
Skills
Valuation, Commercial Real Estate, Public Speaking, Market Research, Econometric Modeling, Economics, Statistical Modeling, Investments, Portfolio Management, Asset Management, Capital Markets, Financial Modeling
Education
Florida State University 1993 — 1998
PhD, Economics
Florida Southern College 1990 — 1993
B.S., Economics
JP Morgan Asset Management May 2013 - Present
JP Morgan Asset Mangement January 2011 - May 2013
JP Morgan Asset Management June 2005 - January 2011
GMAC Commercial Mortgage 2004 - 2005
Moody's Economy.com 1998 - 2004
Skills
Valuation, Commercial Real Estate, Public Speaking, Market Research, Econometric Modeling, Economics, Statistical Modeling, Investments, Portfolio Management, Asset Management, Capital Markets, Financial Modeling
Education
Florida State University 1993 — 1998
PhD, Economics
Florida Southern College 1990 — 1993
B.S., Economics
Gregory Getschow's J.P. Morgan Asset Management Experience March 2008 - Present
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management March 2008 - Present
Bear Stearns 2004 - 2008
Bingham McCutchen 1989 - 1994
Skills
Investment Banking, Private Equity, Alternative Investments, Valuation, Hedge Funds, Asset Management, Investments, Capital Markets, Equities
Education
Villanova University School of Law 1986 — 1989
J.D.
Colby College 1982 — 1986
A.B.
Hebron
JP Morgan Asset Management March 2008 - Present
Bear Stearns 2004 - 2008
Bingham McCutchen 1989 - 1994
Skills
Investment Banking, Private Equity, Alternative Investments, Valuation, Hedge Funds, Asset Management, Investments, Capital Markets, Equities
Education
Villanova University School of Law 1986 — 1989
J.D.
Colby College 1982 — 1986
A.B.
Hebron
Oscar Wong's J.P. Morgan Asset Management Experience April 2014 - Present
Job Acquisitions at J.P. Morgan Global Real Assets
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2014 - Present
AEW Capital Management August 2011 - April 2014
Andell Holdings, LLC June 2011 - August 2011
LaSalle Investment Management February 2008 - June 2010
Skills
Acquisitions, Underwriting, Portfolio Management, Asset Management, Valuation, Dispositions, ARGUS, Excel, Real Estate Finance, Real Estate Investment, Disposition, Real Estate Economics, Real Estate Private..., Asset Managment, Investment Properties, Entitlements, Real Estate Transactions, Real Estate Development, Real Estate, Investments, Private Equity, Real Estate Acquisitions, Land Acquisition
Education
University of Southern California
Master of Real Estate Development, Real Estate Finance and Development
University of Toronto - Rotman School of Management
B.Comm (with Distinction), Economics, Finance, Accounting
J.P. Morgan Asset Management April 2014 - Present
AEW Capital Management August 2011 - April 2014
Andell Holdings, LLC June 2011 - August 2011
LaSalle Investment Management February 2008 - June 2010
Skills
Acquisitions, Underwriting, Portfolio Management, Asset Management, Valuation, Dispositions, ARGUS, Excel, Real Estate Finance, Real Estate Investment, Disposition, Real Estate Economics, Real Estate Private..., Asset Managment, Investment Properties, Entitlements, Real Estate Transactions, Real Estate Development, Real Estate, Investments, Private Equity, Real Estate Acquisitions, Land Acquisition
Education
University of Southern California
Master of Real Estate Development, Real Estate Finance and Development
University of Toronto - Rotman School of Management
B.Comm (with Distinction), Economics, Finance, Accounting
Althea Brown, Esq.'s J.P. Morgan Asset Management Experience 1995 - 2005
Job
Industry Information Technology and Services
Experience
Google December 2014 - Present
Google August 2012 - November 2014
Morgan Stanley Smith Barney 2006 - 2012
Dewey & LeBoeuf LLP 2005 - 2006
JP Morgan Asset Management 1995 - 2005
Education
Fordham University School of Law
Juris Doctor, Law
New York University
Bachelor of Arts, Economics & French
Google December 2014 - Present
Google August 2012 - November 2014
Morgan Stanley Smith Barney 2006 - 2012
Dewey & LeBoeuf LLP 2005 - 2006
JP Morgan Asset Management 1995 - 2005
Education
Fordham University School of Law
Juris Doctor, Law
New York University
Bachelor of Arts, Economics & French
Vincent Kumaradjaja's J.P. Morgan Asset Management Experience May 2010 - Present
Job Head of Risk Management, Global Fixed Income & Liquidity at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2010 - Present
Sandelman Partners November 2006 - January 2010
Nomura Securities September 1998 - June 2006
Jardine Flemings February 1997 - May 1998
Merrill Lynch May 1996 - February 1997
Nomura Holding America September 1995 - September 1996
Lehman Brothers June 1991 - September 1995
Bear Stearns April 1989 - June 1991
Education
Columbia Engineering 1987 — 1989
MS, Electrical Engineering
Columbia Engineering 1983 — 1987
BS, Electrical Engineering
JP Morgan Asset Management May 2010 - Present
Sandelman Partners November 2006 - January 2010
Nomura Securities September 1998 - June 2006
Jardine Flemings February 1997 - May 1998
Merrill Lynch May 1996 - February 1997
Nomura Holding America September 1995 - September 1996
Lehman Brothers June 1991 - September 1995
Bear Stearns April 1989 - June 1991
Education
Columbia Engineering 1987 — 1989
MS, Electrical Engineering
Columbia Engineering 1983 — 1987
BS, Electrical Engineering
Tom Parnell's J.P. Morgan Asset Management Experience 2010 - Present
Job Client Advisor JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management 2010 - Present
RiverSource Asset Management 2008 - 2010
J&W Seligman 1997 - 2010
J. & W. Seligman 1997 - 2010
Edward Jones 1980 - 1996
Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Management, Financial Services, Sales Operations, Asset Allocation, Series 7, Alternative Investments
Education
Gustavus Adolphus College
Bachelor's degree, Economics
JP Morgan Asset Management 2010 - Present
RiverSource Asset Management 2008 - 2010
J&W Seligman 1997 - 2010
J. & W. Seligman 1997 - 2010
Edward Jones 1980 - 1996
Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Management, Financial Services, Sales Operations, Asset Allocation, Series 7, Alternative Investments
Education
Gustavus Adolphus College
Bachelor's degree, Economics
Robin Lutz's J.P. Morgan Asset Management Experience February 2015 - Present
Job Infrastructure Investments Associate at JP Morgan Asset Management
Industry Venture Capital & Private Equity
Experience
JP Morgan Asset Management February 2015 - Present
JP Morgan Asset Management September 2013 - January 2015
JP Morgan Asset Management July 2011 - August 2013
FSI - Fonds Stratégique d'Investissement March 2010 - August 2010
HSBC September 2009 - February 2010
Skills
Financial Modeling, Valuation
Education
2010 — 2011
Finance
2010-2011 Universidad Pontificia Comillas, ICADE 2010 — 2011
a Master, Finance
2007 — 2011
Master 2, Management
2005 Lycée International des Pontonniers
Sciences and Mathematics
Lycee Sainte-Genevieve
JP Morgan Asset Management February 2015 - Present
JP Morgan Asset Management September 2013 - January 2015
JP Morgan Asset Management July 2011 - August 2013
FSI - Fonds Stratégique d'Investissement March 2010 - August 2010
HSBC September 2009 - February 2010
Skills
Financial Modeling, Valuation
Education
2010 — 2011
Finance
2010-2011 Universidad Pontificia Comillas, ICADE 2010 — 2011
a Master, Finance
2007 — 2011
Master 2, Management
2005 Lycée International des Pontonniers
Sciences and Mathematics
Lycee Sainte-Genevieve
Roxanne Baranin Todisco's J.P. Morgan Asset Management Experience July 2007 - Present
Job Vice President, JPMorgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management July 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds, Product Management, Series 7, Series 63, Institutional..., Relationship Management, Pension Funds, Defined Benefit, Asset Allocation, Mutual Funds
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.9
JP Morgan Asset Management July 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds, Product Management, Series 7, Series 63, Institutional..., Relationship Management, Pension Funds, Defined Benefit, Asset Allocation, Mutual Funds
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.9
Shira Oszmian's J.P. Morgan Asset Management Experience July 2011 - July 2012
Job Associate at Edge Principal Advisors
Industry Financial Services
Experience
Edge Principal Advisors July 2012 - Present
JP Morgan Asset Management July 2011 - July 2012
JP Morgan Asset Management July 2008 - July 2011
Skills
Private Equity, Due Diligence, Real Estate Economics, Valuation, Asset Management, Equities, Financial Modeling, Investments, Capital Markets, Real Estate
Education
New York University 2009 — 2012
M.S., Real Estate
Cornell University 2004 — 2008
B.S., AEM
Edge Principal Advisors July 2012 - Present
JP Morgan Asset Management July 2011 - July 2012
JP Morgan Asset Management July 2008 - July 2011
Skills
Private Equity, Due Diligence, Real Estate Economics, Valuation, Asset Management, Equities, Financial Modeling, Investments, Capital Markets, Real Estate
Education
New York University 2009 — 2012
M.S., Real Estate
Cornell University 2004 — 2008
B.S., AEM
Sudeep Mukherjee's J.P. Morgan Asset Management Experience May 2010 - Present
Job VP at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management May 2010 - Present
Deutsche Asset Management February 2002 - May 2010
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Mysore 1990 — 1994
B Eng, Computer Science
JP Morgan Asset Management May 2010 - Present
Deutsche Asset Management February 2002 - May 2010
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Mysore 1990 — 1994
B Eng, Computer Science
Basilio A. Henriquez's J.P. Morgan Asset Management Experience June 2010 - Present
Job JP Morgan Latin America
Industry Banking
Experience
JP Morgan Asset Management June 2010 - Present
Banco Popular Dominicano September 2005 - December 2008
Banco Popular Dominicano April 2002 - August 2005
J.B Oxford & Co. April 1999 - May 2002
Skills
Credit, Risk Management, Investments, Investment Banking, Private Banking, FX trading, Finance, Trading, Series 7, Wealth Management, Banking, Securities, Credit Risk, Management
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
BA, Economics
JP Morgan Asset Management June 2010 - Present
Banco Popular Dominicano September 2005 - December 2008
Banco Popular Dominicano April 2002 - August 2005
J.B Oxford & Co. April 1999 - May 2002
Skills
Credit, Risk Management, Investments, Investment Banking, Private Banking, FX trading, Finance, Trading, Series 7, Wealth Management, Banking, Securities, Credit Risk, Management
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
BA, Economics
Jay O'Brien's J.P. Morgan Asset Management Experience June 2010 - May 2014
Job Senior Regional Marketing Director, Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Brian Bovino's J.P. Morgan Asset Management Experience September 2014 - July 2015
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
Sherin Khona's J.P. Morgan Asset Management Experience July 2011 - Present
Job Business Management Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2013 - Present
JP Morgan Asset Management July 2011 - Present
School of Hotel Administration, Cornell University May 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Cornell University
J.P. Morgan Private Bank September 2013 - Present
JP Morgan Asset Management July 2011 - Present
School of Hotel Administration, Cornell University May 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Cornell University
Bhairavi Mansukhani's J.P. Morgan Asset Management Experience December 2006 - January 2008
Job Market Research Manager and Business Analyst
Industry Market Research
Experience
TNS Global November 2012 - September 2013
Consmer Panel, IMRB International (Kantar World Panel) December 2010 - October 2012
Genesis Management Consultancy Services January 2008 - August 2008
JP Morgan Asset Management December 2006 - January 2008
Skills
Competitive Intelligence, Quantitative Research, Customer Insight, Qualitative Research, Market Analysis, Consumer Behaviour, Marketing Research, Primary Research, Business Analytics, Market Research, Analytics, Insight Generation, Competitive Analysis, Data Analysis, Secondary Research, Market Intelligence, Pharmaceutical Industry, Marketing Management, Brand Management, Business Strategy
Education
Wake Technical Community College 2014 — 2015
Certificate, Business Intelligence
Ecole de Management 2008 — 2010
Masters in International Business, International Business
University of Mumbai 2002 — 2006
BPharm, Pharmaceutical Sciences
TNS Global November 2012 - September 2013
Consmer Panel, IMRB International (Kantar World Panel) December 2010 - October 2012
Genesis Management Consultancy Services January 2008 - August 2008
JP Morgan Asset Management December 2006 - January 2008
Skills
Competitive Intelligence, Quantitative Research, Customer Insight, Qualitative Research, Market Analysis, Consumer Behaviour, Marketing Research, Primary Research, Business Analytics, Market Research, Analytics, Insight Generation, Competitive Analysis, Data Analysis, Secondary Research, Market Intelligence, Pharmaceutical Industry, Marketing Management, Brand Management, Business Strategy
Education
Wake Technical Community College 2014 — 2015
Certificate, Business Intelligence
Ecole de Management 2008 — 2010
Masters in International Business, International Business
University of Mumbai 2002 — 2006
BPharm, Pharmaceutical Sciences
Ricardo De Albuquerque's J.P. Morgan Asset Management Experience July 2011 - April 2014
Job Vinci Partners
Industry Financial Services
Experience
Vinci Partners April 2014 - Present
JP Morgan Asset Management July 2011 - April 2014
Goldman Sachs June 2010 - September 2010
UBS January 2010 - June 2010
US Army July 2004 - December 2007
Skills
Equity Research, Series 7, Bloomberg, Hedge Funds, Financial Markets, Bloomberg Terminal, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Asset Managment, Financial Analysis, Investments, Valuation, Credit Derivatives, Structured Products, Microsoft Office, Microsoft Excel, Trading, Options
Education
Fordham University 2008 — 2011
BS, Finance. Minor Economics, Magna Cum Laude
Vinci Partners April 2014 - Present
JP Morgan Asset Management July 2011 - April 2014
Goldman Sachs June 2010 - September 2010
UBS January 2010 - June 2010
US Army July 2004 - December 2007
Skills
Equity Research, Series 7, Bloomberg, Hedge Funds, Financial Markets, Bloomberg Terminal, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Asset Managment, Financial Analysis, Investments, Valuation, Credit Derivatives, Structured Products, Microsoft Office, Microsoft Excel, Trading, Options
Education
Fordham University 2008 — 2011
BS, Finance. Minor Economics, Magna Cum Laude
Jose Barral's J.P. Morgan Asset Management Experience June 1989 - May 2000
Job
Industry Financial Services
Experience
GenSpring Family Office International March 2012 - November 2012
RBC Royal Bank June 2008 - January 2012
Citibank 2004 - 2008
UBS Wealth Management May 2000 - March 2004
JP Morgan Asset Management June 1989 - May 2000
Skills
Investments, Wealth, Wealth Management, Private Banking, Financial Advisory, Banking, Risk Management, Asset Management, Corporate Finance, Valuation, Portfolio Management, Financial Planning, Credit Risk, Capital Markets, AML, Derivatives, Asset Managment, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Alternative Investments, Fixed Income, Strategy
Education
Fordham University 1975 — 1979
BA, Economics LIberal Arts
GenSpring Family Office International March 2012 - November 2012
RBC Royal Bank June 2008 - January 2012
Citibank 2004 - 2008
UBS Wealth Management May 2000 - March 2004
JP Morgan Asset Management June 1989 - May 2000
Skills
Investments, Wealth, Wealth Management, Private Banking, Financial Advisory, Banking, Risk Management, Asset Management, Corporate Finance, Valuation, Portfolio Management, Financial Planning, Credit Risk, Capital Markets, AML, Derivatives, Asset Managment, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Alternative Investments, Fixed Income, Strategy
Education
Fordham University 1975 — 1979
BA, Economics LIberal Arts
Kevin Gordon's J.P. Morgan Asset Management Experience May 2010 - June 2010
Job Analyst at Barclays
Industry Financial Services
Experience
Pamplona Capital Management July 2014 - Present
Barclays June 2012 - June 2014
Barclays Capital June 2011 - August 2011
JP Morgan Asset Management May 2010 - June 2010
Skills
Corporate Finance, Financial Modeling, Investment Banking, Strategy, Financial Analysis, Private Equity, Investments
Education
Colgate University 2008 — 2012
BS, Economics and Geography
Rye High School 2004 — 2008
Pamplona Capital Management July 2014 - Present
Barclays June 2012 - June 2014
Barclays Capital June 2011 - August 2011
JP Morgan Asset Management May 2010 - June 2010
Skills
Corporate Finance, Financial Modeling, Investment Banking, Strategy, Financial Analysis, Private Equity, Investments
Education
Colgate University 2008 — 2012
BS, Economics and Geography
Rye High School 2004 — 2008
Carolyn Lucchesi's J.P. Morgan Asset Management Experience June 2009 - July 2009
Job Client Service Reporting Analyst at NISA Investment Advisors, L.L.C.
Industry Higher Education
Experience
NISA Investment Advisors, L.L.C. October 2014 - Present
OCBC Bank July 2012 - May 2014
OCBC Bank July 2011 - July 2012
Colorado State University August 2008 - May 2011
Lockheed Martin Space Systems Company May 2010 - August 2010
Vet Teaching Hospital, Fot Collins, CO February 2010 - May 2010
JP Morgan Asset Management June 2009 - July 2009
Skills
Analysis, Microsoft Office, Entrepreneurship, Microsoft Excel, Corporate Finance, PowerPoint, Marketing Strategy, Customer Service, Google Analytics, Time Management, Marketing, Finance, Data Analysis, Teamwork, Research, Microsoft Word, Outlook, Budgets, Email Marketing, Advertising, Statistics, Banking
Education
Colorado State University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Air Academy High School 2002 — 2006
NISA Investment Advisors, L.L.C. October 2014 - Present
OCBC Bank July 2012 - May 2014
OCBC Bank July 2011 - July 2012
Colorado State University August 2008 - May 2011
Lockheed Martin Space Systems Company May 2010 - August 2010
Vet Teaching Hospital, Fot Collins, CO February 2010 - May 2010
JP Morgan Asset Management June 2009 - July 2009
Skills
Analysis, Microsoft Office, Entrepreneurship, Microsoft Excel, Corporate Finance, PowerPoint, Marketing Strategy, Customer Service, Google Analytics, Time Management, Marketing, Finance, Data Analysis, Teamwork, Research, Microsoft Word, Outlook, Budgets, Email Marketing, Advertising, Statistics, Banking
Education
Colorado State University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Air Academy High School 2002 — 2006
Tracy Hume's J.P. Morgan Asset Management Experience 2000 - 2007
Job Acting Director, Health and Fitness Program at Canadian Society of Exercise Physiology
Industry Translation and Localization
Experience
Canadian Society of Exercise Physiology January 2014 - Present
Canadian Society for Exercise Physiology April 2013 - December 2013
Canadian Pharmacists Association October 2010 - April 2013
JPMorgan Chase August 2000 - July 2007
JP Morgan Asset Management 2000 - 2007
Corel Corporation March 1998 - December 1999
Skills
Customer Service, Microsoft Office, Editing, Event Planning, Research, Social Media, Strategic Planning, Team Building, Teamwork
Education
Concordia University 1990 — 1993
Bachelor of Arts, French/English Translation
Canadian Society of Exercise Physiology January 2014 - Present
Canadian Society for Exercise Physiology April 2013 - December 2013
Canadian Pharmacists Association October 2010 - April 2013
JPMorgan Chase August 2000 - July 2007
JP Morgan Asset Management 2000 - 2007
Corel Corporation March 1998 - December 1999
Skills
Customer Service, Microsoft Office, Editing, Event Planning, Research, Social Media, Strategic Planning, Team Building, Teamwork
Education
Concordia University 1990 — 1993
Bachelor of Arts, French/English Translation
Peter J. Swiatek's J.P. Morgan Asset Management Experience September 2002 - December 2004
Job Senior Vice President & Chief Financial Officer at TransCapital Bank
Industry Financial Services
Experience
TransCapital Bank October 2013 - Present
Sabadell United Bank June 2012 - May 2013
Sabadell United Bank August 2011 - June 2012
Lydian Private Bank April 2011 - June 2012
Chefs on the Loose, Inc. February 2008 - April 2011
J.P. Morgan Chase & Co. January 2005 - February 2008
JP Morgan Asset Management September 2002 - December 2004
Webster Bank 1990 - 2001
The Bank of Hartford 1989 - 1990
Skills
Asset Managment, Mutual Funds, Hedge Funds, Securities, Banking, Investments, Portfolio Management, Financial Services, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Accounting, Asset Management, Finance, Internal Controls, Auditing
Education
Central Connecticut State University
B.A. Business Administration, Major in Accounting, Accounting
Florida State University
Financial Planning Certificate, Financial Planning
University of New Haven
M.B.A., Finance & Accounting
TransCapital Bank October 2013 - Present
Sabadell United Bank June 2012 - May 2013
Sabadell United Bank August 2011 - June 2012
Lydian Private Bank April 2011 - June 2012
Chefs on the Loose, Inc. February 2008 - April 2011
J.P. Morgan Chase & Co. January 2005 - February 2008
JP Morgan Asset Management September 2002 - December 2004
Webster Bank 1990 - 2001
The Bank of Hartford 1989 - 1990
Skills
Asset Managment, Mutual Funds, Hedge Funds, Securities, Banking, Investments, Portfolio Management, Financial Services, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Accounting, Asset Management, Finance, Internal Controls, Auditing
Education
Central Connecticut State University
B.A. Business Administration, Major in Accounting, Accounting
Florida State University
Financial Planning Certificate, Financial Planning
University of New Haven
M.B.A., Finance & Accounting
Dennis O'Rourke's J.P. Morgan Asset Management Experience May 2015 - Present
Job Analyst at Regiment Capital Advisors LP
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
Regiment Capital Advisors LP March 2004 - April 2015
Skills
Capital Markets, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, High Yield, Equities, Equity Research, Valuation, Investment Banking, Private Equity, Leveraged Finance, Financial Modeling, Portfolio Management, Bonds, Investments, Asset Management, Derivatives, Investment Management, Emerging Markets
Education
University of Rochester 1988 — 1992
J.P. Morgan Asset Management May 2015 - Present
Regiment Capital Advisors LP March 2004 - April 2015
Skills
Capital Markets, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, High Yield, Equities, Equity Research, Valuation, Investment Banking, Private Equity, Leveraged Finance, Financial Modeling, Portfolio Management, Bonds, Investments, Asset Management, Derivatives, Investment Management, Emerging Markets
Education
University of Rochester 1988 — 1992
James Karper's J.P. Morgan Asset Management Experience June 2008 - May 2011
Job Analyst, VP
Industry Financial Services
Experience
Steamboat Capital Group, LLC October 2012 - Present
JP Morgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management February 2004 - June 2008
Bear Stearns & Company January 2002 - January 2004
Skills
Intex Desktop & .Net, Bond Studio, CPRCDR (Loan..., Bloomberg API
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1994 — 1998
BA, History
Steamboat Capital Group, LLC October 2012 - Present
JP Morgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management February 2004 - June 2008
Bear Stearns & Company January 2002 - January 2004
Skills
Intex Desktop & .Net, Bond Studio, CPRCDR (Loan..., Bloomberg API
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1994 — 1998
BA, History
Raxak Mahat's J.P. Morgan Asset Management Experience July 2008 - July 2008
Job Associate at Kelley Drye & Warren LLP
Industry Law Practice
Experience
Kelley Drye & Warren LLP November 2009 - Present
JP Morgan Asset Management July 2008 - July 2008
Kelley Drye & Warren LLP May 2008 - July 2008
Lehman Brothers July 2003 - July 2006
Education
Georgetown University Law Center 2006 — 2009
JD
Franklin & Marshall College 1999 — 2003
BA, Economics & Political Science
Kelley Drye & Warren LLP November 2009 - Present
JP Morgan Asset Management July 2008 - July 2008
Kelley Drye & Warren LLP May 2008 - July 2008
Lehman Brothers July 2003 - July 2006
Education
Georgetown University Law Center 2006 — 2009
JD
Franklin & Marshall College 1999 — 2003
BA, Economics & Political Science
Bala Iyer, Ph.D., CFA's J.P. Morgan Asset Management Experience January 1995 - October 2014
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management January 1995 - October 2014
Zaske, Sarafa, and Associates February 1993 - December 1994
National Bank of Detroit September 1987 - January 1993
Education
Columbia University - Columbia Business School
Ph.D, Finance
Indian Institute of Management, Ahmedabad
M.B.A
JP Morgan Asset Management January 1995 - October 2014
Zaske, Sarafa, and Associates February 1993 - December 1994
National Bank of Detroit September 1987 - January 1993
Education
Columbia University - Columbia Business School
Ph.D, Finance
Indian Institute of Management, Ahmedabad
M.B.A
Kristofer Timothy Korzeniewski's J.P. Morgan Asset Management Experience July 2010 - Present
Job JP Morgan
Industry Financial Services
Experience
JP Morgan Asset Management July 2010 - Present
Education
Ball State University 2009 — 2011
M.A, Economics
Northwestern University 1999 — 2001
B.A, Journalism
Duke University 1997 — 1999
*, Economics
JP Morgan Asset Management July 2010 - Present
Education
Ball State University 2009 — 2011
M.A, Economics
Northwestern University 1999 — 2001
B.A, Journalism
Duke University 1997 — 1999
*, Economics
Matthew Leimetter's J.P. Morgan Asset Management Experience June 2008 - August 2008
Job Associate
Industry Financial Services
Experience
Grosvenor Capital Management August 2012 - Present
Merrill Lynch July 2010 - July 2012
Liberty Mutual Insurance June 2009 - August 2009
JP Morgan Asset Management June 2008 - August 2008
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance
Universidad Carlos III de Madrid 2009 — 2009
Grosvenor Capital Management August 2012 - Present
Merrill Lynch July 2010 - July 2012
Liberty Mutual Insurance June 2009 - August 2009
JP Morgan Asset Management June 2008 - August 2008
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance
Universidad Carlos III de Madrid 2009 — 2009
Brian Carlin's J.P. Morgan Asset Management Experience September 2013 - Present
Job CFO at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2009 - August 2011
J.P. Morgan June 2004 - July 2007
J.P. Morgan August 2001 - July 2004
J.P. Morgan August 2001 - July 2004
Citibank 1997 - 1999
Skills
Investment Banking, Capital Markets, Prime Brokerage, Equity Derivatives, Electronic Trading, ABS, Valuation, Fixed Income, Foreign Currency, Hedge Accounting, Hedge Funds, Private Equity, Income Tax, Equity Trading, Financial Analysis
Education
Georgetown University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
American University 1993 — 1996
Bachelor's degree, International Business
spring valley high school 1989 — 1993
JP Morgan Asset Management September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2009 - August 2011
J.P. Morgan June 2004 - July 2007
J.P. Morgan August 2001 - July 2004
J.P. Morgan August 2001 - July 2004
Citibank 1997 - 1999
Skills
Investment Banking, Capital Markets, Prime Brokerage, Equity Derivatives, Electronic Trading, ABS, Valuation, Fixed Income, Foreign Currency, Hedge Accounting, Hedge Funds, Private Equity, Income Tax, Equity Trading, Financial Analysis
Education
Georgetown University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
American University 1993 — 1996
Bachelor's degree, International Business
spring valley high school 1989 — 1993
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY