J.P. Morgan Private Bank
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J.P. Morgan Private Bank Employees
Employee
Years
Job
Industry
Shannon Marshall Shannon Marshall's J.P. Morgan Private Bank Experience August 2014 - Present
Job Private Banker | Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
Australian Women in New York (AWNY) 2014 - Present
Bernstein Global Wealth Management May 2011 - November 2013
Hahn Family Wines Wimbledon Wines 2007 - 2011
Orientate Imports Graham Beck Wines 2005 - 2007
Skills
Investments, Estate Planning, Retirement Planning, Public Speaking, Asset Allocation, Wine, Relationship Management, Strategic Financial..., Wealth Management, Investment Advisory, Alternative Investments, Wealth Preservation..., Charitable Giving..., Financial Services, Portfolio Management, Asset Management, Financial Advisory, Hedge Funds, Retirement, Risk Management, Investment Strategies, Trusts, Entrepreneurship, Finance, Equities, Investor Relations, High Net Worth..., Tax, Strategy, Private Equity, Fixed Income
Education
FINRA Series 7 & 66 (New York) 2011 — 2011
The Aji Network 2006 — 2009
Edith Cowan University 2002 — 2003
Graduate Certificate of Wine Studies
Curtin University of Technology 1998 — 2001
Bachelor of Commerce (B.Com.)
J.P. Morgan Private Bank August 2014 - Present
Australian Women in New York (AWNY) 2014 - Present
Bernstein Global Wealth Management May 2011 - November 2013
Hahn Family Wines Wimbledon Wines 2007 - 2011
Orientate Imports Graham Beck Wines 2005 - 2007
Skills
Investments, Estate Planning, Retirement Planning, Public Speaking, Asset Allocation, Wine, Relationship Management, Strategic Financial..., Wealth Management, Investment Advisory, Alternative Investments, Wealth Preservation..., Charitable Giving..., Financial Services, Portfolio Management, Asset Management, Financial Advisory, Hedge Funds, Retirement, Risk Management, Investment Strategies, Trusts, Entrepreneurship, Finance, Equities, Investor Relations, High Net Worth..., Tax, Strategy, Private Equity, Fixed Income
Education
FINRA Series 7 & 66 (New York) 2011 — 2011
The Aji Network 2006 — 2009
Edith Cowan University 2002 — 2003
Graduate Certificate of Wine Studies
Curtin University of Technology 1998 — 2001
Bachelor of Commerce (B.Com.)
Justin Gullman Justin Gullman's J.P. Morgan Private Bank Experience July 2010 - July 2013
Job Associate at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC July 2013 - Present
J.P. Morgan Private Bank July 2010 - July 2013
AIG Retirement Services January 2008 - June 2010
Skills
Investments, Series 7, Financial Analysis, Finance, Financial Modeling, Strategic Planning, Bloomberg
Education
DePaul University 2007 — 2010
Finance
University of Illinois at Urbana-Champaign 2006 — 2007
Gresham Partners, LLC July 2013 - Present
J.P. Morgan Private Bank July 2010 - July 2013
AIG Retirement Services January 2008 - June 2010
Skills
Investments, Series 7, Financial Analysis, Finance, Financial Modeling, Strategic Planning, Bloomberg
Education
DePaul University 2007 — 2010
Finance
University of Illinois at Urbana-Champaign 2006 — 2007
Rohan Poojara Rohan Poojara's J.P. Morgan Private Bank Experience August 2014 - Present
Job Associate, Global Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
American Enterprise Institute 2010 - 2012
Incapsulate LLC 2009 - 2010
Lincoln International 2008 - 2009
Financial Fineprint Inc January 2008 - June 2008
Deutsche Bank June 2007 - August 2007
Tishman International September 2006 - March 2007
Davey Companies August 2006 - September 2006
City of New York April 2006 - August 2006
Skills
Financial Analysis, Economics, Valuation, Investment Banking, Strategy, Finance, Leadership, Emerging Markets, Market Research, Research, Investments, Portfolio Management, Data Analysis, Financial Modeling, Management Consulting, Corporate Finance, Due Diligence, Private Equity, Analysis, Competitive Analysis, Banking, Mergers & Acquisitions, Equity Research, Entrepreneurship, Business Strategy, Bloomberg, Venture Capital, Analytics, Quantitative Analytics, Strategic Consulting, Capital Markets, Equities, Business Valuation, Stata
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Asset Management / Sales & Trading
CFA Institute 2010 — 2012
Chartered Financial Analyst
CIPM Association 2009 — 2009
Certificate in Investment Performance Measurement
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration; Economics, 3.74
The London School of Economics and Political Science (LSE) 2006 — 2007
General Couse, Accounting and Finance
Fergusson College 2002 — 2004
Higher Secondary Certificate, Science (11-12 grade)
St. Mary's School 1994 — 2002
Indian Certificate for Secondary Education
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
American Enterprise Institute 2010 - 2012
Incapsulate LLC 2009 - 2010
Lincoln International 2008 - 2009
Financial Fineprint Inc January 2008 - June 2008
Deutsche Bank June 2007 - August 2007
Tishman International September 2006 - March 2007
Davey Companies August 2006 - September 2006
City of New York April 2006 - August 2006
Skills
Financial Analysis, Economics, Valuation, Investment Banking, Strategy, Finance, Leadership, Emerging Markets, Market Research, Research, Investments, Portfolio Management, Data Analysis, Financial Modeling, Management Consulting, Corporate Finance, Due Diligence, Private Equity, Analysis, Competitive Analysis, Banking, Mergers & Acquisitions, Equity Research, Entrepreneurship, Business Strategy, Bloomberg, Venture Capital, Analytics, Quantitative Analytics, Strategic Consulting, Capital Markets, Equities, Business Valuation, Stata
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Asset Management / Sales & Trading
CFA Institute 2010 — 2012
Chartered Financial Analyst
CIPM Association 2009 — 2009
Certificate in Investment Performance Measurement
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration; Economics, 3.74
The London School of Economics and Political Science (LSE) 2006 — 2007
General Couse, Accounting and Finance
Fergusson College 2002 — 2004
Higher Secondary Certificate, Science (11-12 grade)
St. Mary's School 1994 — 2002
Indian Certificate for Secondary Education
Margie Betten Margie Betten's J.P. Morgan Private Bank Experience December 2014 - Present
Job Midwest Trust Practice Lead at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank December 2014 - Present
Citi 2007 - November 2014
Bank of New York Mellon April 2006 - May 2007
Credit Suisse 2004 - 2006
Skills
Estate Planning, Private Banking, Wealth Management, Wealth Management..., Alternative Investments, Asset Allocation, Asset Managment, High Net Worth..., Investment Management, Investments, Securities, Series 7, Strategic Financial..., Trust Services, Wealth, Asset Management
Education
Brooklyn Law School 2001 — 2004
J.D.
Georgetown University 1995 — 1999
B.S., Foreign Service
Palm Beach Day School
J.P. Morgan Private Bank December 2014 - Present
Citi 2007 - November 2014
Bank of New York Mellon April 2006 - May 2007
Credit Suisse 2004 - 2006
Skills
Estate Planning, Private Banking, Wealth Management, Wealth Management..., Alternative Investments, Asset Allocation, Asset Managment, High Net Worth..., Investment Management, Investments, Securities, Series 7, Strategic Financial..., Trust Services, Wealth, Asset Management
Education
Brooklyn Law School 2001 — 2004
J.D.
Georgetown University 1995 — 1999
B.S., Foreign Service
Palm Beach Day School
Dan Stark Dan Stark's J.P. Morgan Private Bank Experience July 2015 - Present
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank June 2013 - July 2015
BMO Harris Financial Advisors January 2012 - June 2013
Charles Schwab February 2011 - January 2012
Social Security Administration May 2010 - December 2010
Phoenix Ice Hockey Referees Association August 2006 - August 2009
Skills
Social Media, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Social Media Marketing, Outlook, Customer Service, Leadership, Research, Event Planning, Budgets, Public Speaking, Microsoft Word, Online Advertising, Sales, Marketing, Facebook, Marketing Strategy, Market Research
Education
Arizona State University 2006 — 2010
BS, Economics
Arizona State University - W. P. Carey School of Business 2006 — 2010
Minor, Business
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank June 2013 - July 2015
BMO Harris Financial Advisors January 2012 - June 2013
Charles Schwab February 2011 - January 2012
Social Security Administration May 2010 - December 2010
Phoenix Ice Hockey Referees Association August 2006 - August 2009
Skills
Social Media, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Social Media Marketing, Outlook, Customer Service, Leadership, Research, Event Planning, Budgets, Public Speaking, Microsoft Word, Online Advertising, Sales, Marketing, Facebook, Marketing Strategy, Market Research
Education
Arizona State University 2006 — 2010
BS, Economics
Arizona State University - W. P. Carey School of Business 2006 — 2010
Minor, Business
Peter Loos Peter Loos's J.P. Morgan Private Bank Experience September 2007 - Present
Job Executive Director, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2007 - Present
Bank of America September 1997 - October 2006
Education
Northwestern University 1990 — 1993
Master of Business Administration (M.B.A.), Marketing
Cornell University 1981 — 1985
Bachelor of Arts (B.A.), Economics
J.P. Morgan Private Bank September 2007 - Present
Bank of America September 1997 - October 2006
Education
Northwestern University 1990 — 1993
Master of Business Administration (M.B.A.), Marketing
Cornell University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Brigid Reidy Brigid Reidy's J.P. Morgan Private Bank Experience January 2015 - Present
Job Senior Client Service Associate with JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2012 - January 2015
Bernstein Global Wealth Management March 2010 - July 2012
Super Cheer and Dance Association June 2005 - June 2009
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Leadership, Wealth Management
Education
Fordham University 2005 — 2009
BS, Business Administration, Finance, Marketing
St. Ignatius College Prep 2001 — 2005
University of Nicosia
Supplemental Program, International Marketing
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2012 - January 2015
Bernstein Global Wealth Management March 2010 - July 2012
Super Cheer and Dance Association June 2005 - June 2009
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Leadership, Wealth Management
Education
Fordham University 2005 — 2009
BS, Business Administration, Finance, Marketing
St. Ignatius College Prep 2001 — 2005
University of Nicosia
Supplemental Program, International Marketing
Coi Evans Coi Evans's J.P. Morgan Private Bank Experience July 2008 - September 2011
Job Senior Financial Analyst Corporate Development at Bureau Veritas North America, Inc.
Industry Oil & Energy
Experience
Bureau Veritas North America, Inc. September 2015 - Present
Boyne Capital Partners April 2014 - October 2014
Artisans' Bank March 2012 - August 2013
J.P. Morgan Investment Bank September 2011 - March 2012
J.P. Morgan Private Bank July 2008 - September 2011
Skills
Portfolio Management, Risk Management, Finance, Valuation, Investments, Managerial Finance, Credit, Leadership, Fixed Income, Securities, Software Documentation, Strategic Financial..., Financial Analysis, Financial Markets, Equities, Process Improvement, Microsoft Excel, PowerPoint, Customer Service, Financial Reporting, Analysis, Financial Modeling
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Mergers and Acquisitions
Delaware State University 2004 — 2008
Bachelor of Science, with honors distinction (Cum Laude), Management, Finance and Banking
Bureau Veritas North America, Inc. September 2015 - Present
Boyne Capital Partners April 2014 - October 2014
Artisans' Bank March 2012 - August 2013
J.P. Morgan Investment Bank September 2011 - March 2012
J.P. Morgan Private Bank July 2008 - September 2011
Skills
Portfolio Management, Risk Management, Finance, Valuation, Investments, Managerial Finance, Credit, Leadership, Fixed Income, Securities, Software Documentation, Strategic Financial..., Financial Analysis, Financial Markets, Equities, Process Improvement, Microsoft Excel, PowerPoint, Customer Service, Financial Reporting, Analysis, Financial Modeling
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Mergers and Acquisitions
Delaware State University 2004 — 2008
Bachelor of Science, with honors distinction (Cum Laude), Management, Finance and Banking
Bryce Poll, CFA Bryce Poll, CFA's J.P. Morgan Private Bank Experience August 2015 - Present
Job Investment Specialist | Financial Sponsors Group | J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2015 - Present
J.P. Morgan Private Bank June 2014 - August 2014
United States Treasury - Office of the Comptroller of the Currency June 2009 - June 2013
Skills
Credit Analysis, Capital Markets, Credit, Banking, Corporate Finance, Economics, Valuation, Fixed Income, Investments, Asset Managment, Non-profit..., Commercial Banking, Fundraising, Public Speaking, Financial Modeling, Statistics, Financial Analysis, Financial Accounting, Bloomberg, Bloomberg Terminal, Asset Management, Portfolio Management
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte - Belk College of Business
B.S. Finance, B.S. Economics
J.P. Morgan Private Bank August 2015 - Present
J.P. Morgan Private Bank June 2014 - August 2014
United States Treasury - Office of the Comptroller of the Currency June 2009 - June 2013
Skills
Credit Analysis, Capital Markets, Credit, Banking, Corporate Finance, Economics, Valuation, Fixed Income, Investments, Asset Managment, Non-profit..., Commercial Banking, Fundraising, Public Speaking, Financial Modeling, Statistics, Financial Analysis, Financial Accounting, Bloomberg, Bloomberg Terminal, Asset Management, Portfolio Management
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte - Belk College of Business
B.S. Finance, B.S. Economics
Dale Cloud Dale Cloud's J.P. Morgan Private Bank Experience 2008 - 2012
Job Senior Vice President at Texas Capital Bank Private Wealth Advisors, Financial Advisor, RJFS
Industry Financial Services
Experience
Texas Capital Bank January 2015 - Present
First National Bank of Colorado March 2012 - January 2015
J.P. Morgan Private Bank 2008 - 2012
First National Bank of Colorado 2004 - 2008
Wells Fargo 1997 - 2004
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Series 7, Private Banking, Wealth Management..., Sales Management, Zephyr Style Advisor, Series 63, Investment Management, Structured Investments, Hedge Funds, Private Equity, Investment Sales, Brokerage, Salesforce.com, P&L Responsibility
Education
Colorado State University
Bachelor of Science (B.S.), Economics
Texas Capital Bank January 2015 - Present
First National Bank of Colorado March 2012 - January 2015
J.P. Morgan Private Bank 2008 - 2012
First National Bank of Colorado 2004 - 2008
Wells Fargo 1997 - 2004
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Series 7, Private Banking, Wealth Management..., Sales Management, Zephyr Style Advisor, Series 63, Investment Management, Structured Investments, Hedge Funds, Private Equity, Investment Sales, Brokerage, Salesforce.com, P&L Responsibility
Education
Colorado State University
Bachelor of Science (B.S.), Economics
Laura Travers Laura Travers's J.P. Morgan Private Bank Experience July 2015 - Present
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank July 2012 - June 2015
J.P. Morgan Private Bank June 2011 - August 2011
Tourism Ireland June 2010 - August 2010
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, History
Eastchester High School 2004 — 2008
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank July 2012 - June 2015
J.P. Morgan Private Bank June 2011 - August 2011
Tourism Ireland June 2010 - August 2010
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, History
Eastchester High School 2004 — 2008
Jan-Peter Breugelmans Jan-Peter Breugelmans's J.P. Morgan Private Bank Experience September 2012 - June 2014
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2014 - Present
J.P. Morgan Private Bank September 2012 - June 2014
JPMorgan Chase December 2009 - September 2012
KE / LE October 1998 - December 2009
Prebon Yamane City October 1995 - October 1998
Arthur Andersen April 1994 - October 1995
Skills
Real Estate Development, Asset Managment, Business Development, Property, Construction Management, Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Property Management, Investments, Negotiation, Valuation, Commercial Real Estate, Real Estate Transactions, Disposition, Contract Negotiation, Strategic Planning, Financial Analysis, Investors, Management Consulting, Asset Management, Risk Management, Finance, Banking, Credit, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Strategy, Funding, Investment Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1993 — 1994
Master's Degree, Finance, Minors in Accounting & Law
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1992 — 1993
Bachelor's Degree, Finance, Accounting and Law
EDC Paris Business School 1989 — 1992
BTS, International Business/Trade/Commerce
Dulwich College 1980 — 1987
Wells Fargo Private Bank June 2014 - Present
J.P. Morgan Private Bank September 2012 - June 2014
JPMorgan Chase December 2009 - September 2012
KE / LE October 1998 - December 2009
Prebon Yamane City October 1995 - October 1998
Arthur Andersen April 1994 - October 1995
Skills
Real Estate Development, Asset Managment, Business Development, Property, Construction Management, Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Property Management, Investments, Negotiation, Valuation, Commercial Real Estate, Real Estate Transactions, Disposition, Contract Negotiation, Strategic Planning, Financial Analysis, Investors, Management Consulting, Asset Management, Risk Management, Finance, Banking, Credit, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Strategy, Funding, Investment Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1993 — 1994
Master's Degree, Finance, Minors in Accounting & Law
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1992 — 1993
Bachelor's Degree, Finance, Accounting and Law
EDC Paris Business School 1989 — 1992
BTS, International Business/Trade/Commerce
Dulwich College 1980 — 1987
Dean Rossetti's J.P. Morgan Private Bank Experience December 2012 - May 2015
Job Case Design Consultant at MetLife
Industry Financial Services
Experience
MetLife May 2015 - Present
J.P. Morgan Private Bank December 2012 - May 2015
USAA April 2011 - December 2012
Skills
Mutual Funds, Stocks, Investments, Banking, Series 7, Retirement Planning, Investment Advisory, Securities, Financial Advisory, Bonds, Equities, Financial Services, Finance, Financial Analysis, Leadership, Uniform Combined State..., Customer Service, Portfolio Management, Wealth Management
Education
Arizona State University
Bachelor of Arts (BA)
MetLife May 2015 - Present
J.P. Morgan Private Bank December 2012 - May 2015
USAA April 2011 - December 2012
Skills
Mutual Funds, Stocks, Investments, Banking, Series 7, Retirement Planning, Investment Advisory, Securities, Financial Advisory, Bonds, Equities, Financial Services, Finance, Financial Analysis, Leadership, Uniform Combined State..., Customer Service, Portfolio Management, Wealth Management
Education
Arizona State University
Bachelor of Arts (BA)
Daniel Kiashek's J.P. Morgan Private Bank Experience August 2011 - Present
Job Private Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Private Bank August 2011 - Present
GlaxoSmithKline April 2005 - August 2011
Pitney Bowes 2002 - 2003
Skills
Portfolio Management, Strategy, Business Strategy, Market Research, Marketing Strategy, Competitive Analysis, Financial Modeling, Business Analysis, Corporate Finance, Financial Analysis, Investments, Leadership, Management, Market Analysis, Private Equity, Sales, Valuation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Marketing
Coventry University 1998 — 2002
BA Hons, Automotive Design
The London Oratory 1991 — 1998
J.P. Morgan Private Bank August 2011 - Present
GlaxoSmithKline April 2005 - August 2011
Pitney Bowes 2002 - 2003
Skills
Portfolio Management, Strategy, Business Strategy, Market Research, Marketing Strategy, Competitive Analysis, Financial Modeling, Business Analysis, Corporate Finance, Financial Analysis, Investments, Leadership, Management, Market Analysis, Private Equity, Sales, Valuation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Marketing
Coventry University 1998 — 2002
BA Hons, Automotive Design
The London Oratory 1991 — 1998
Jonathan Czopek Jonathan Czopek's J.P. Morgan Private Bank Experience July 2012 - Present
Job Client Service Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2012 - Present
Suntrust Investment Services April 2010 - July 2012
Capital Financial Group, LLC October 2009 - March 2010
Wesley Hotels and Resorts, LLC May 2009 - September 2009
Towne Park July 2008 - May 2009
Towne Park February 2008 - July 2008
Towne Park May 2006 - February 2008
Towne Park February 2006 - May 2006
Skills
Accounting, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Series 7, PowerPoint, Budgets, Marketing, Sales, Wealth Management, Strategic Planning, Forecasting, Management, Leadership, Customer Service
Education
Belmont University 2003 — 2007
J.P. Morgan Private Bank July 2012 - Present
Suntrust Investment Services April 2010 - July 2012
Capital Financial Group, LLC October 2009 - March 2010
Wesley Hotels and Resorts, LLC May 2009 - September 2009
Towne Park July 2008 - May 2009
Towne Park February 2008 - July 2008
Towne Park May 2006 - February 2008
Towne Park February 2006 - May 2006
Skills
Accounting, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Series 7, PowerPoint, Budgets, Marketing, Sales, Wealth Management, Strategic Planning, Forecasting, Management, Leadership, Customer Service
Education
Belmont University 2003 — 2007
Youn Lee Youn Lee's J.P. Morgan Private Bank Experience August 2002 - December 2014
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust January 2015 - Present
J.P. Morgan Private Bank August 2002 - December 2014
Credit Suisse First Boston June 2001 - July 2002
SEO Career Internship June 1999 - August 1999
Skills
Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments, Credit, Philanthropy, Family Office, Equities, Capital Markets, Alternative Investments, Investment Banking
Education
Columbia College (NY) 1997 — 2001
BA, Economics
Phillips Exeter Academy 1993 — 1997
Early Cum Laude (Top 5%)
U.S. Trust January 2015 - Present
J.P. Morgan Private Bank August 2002 - December 2014
Credit Suisse First Boston June 2001 - July 2002
SEO Career Internship June 1999 - August 1999
Skills
Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments, Credit, Philanthropy, Family Office, Equities, Capital Markets, Alternative Investments, Investment Banking
Education
Columbia College (NY) 1997 — 2001
BA, Economics
Phillips Exeter Academy 1993 — 1997
Early Cum Laude (Top 5%)
Richard Futia Richard Futia's J.P. Morgan Private Bank Experience May 2014 - Present
Job Vice President Project Manager at J.P. Morgan Private Bank
Industry Venture Capital & Private Equity
Experience
J.P. Morgan Private Bank May 2014 - Present
SteelBridge Ventures Consulting April 2012 - April 2014
Performance Equity Management, LLC April 2010 - March 2012
JPMorgan Chase January 2006 - April 2010
Greenwich Associates December 2003 - January 2006
Skills
Private Equity, Alternative Investments, Hedge Funds, Valuation, Asset Management, Financial Services, Finance, Financial Analysis, Financial Modeling, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Investment Banking, Business Development, Investran, FM3, Project Management, Software Implementation, Fund Of Funds, Performance Analysis, Project Portfolio..., Process Improvement, Strategic Planning
Education
Connecticut College 1998 — 2002
Bachelor of Arts (BA), Economics
Greenwich High School 1994 — 1998
J.P. Morgan Private Bank May 2014 - Present
SteelBridge Ventures Consulting April 2012 - April 2014
Performance Equity Management, LLC April 2010 - March 2012
JPMorgan Chase January 2006 - April 2010
Greenwich Associates December 2003 - January 2006
Skills
Private Equity, Alternative Investments, Hedge Funds, Valuation, Asset Management, Financial Services, Finance, Financial Analysis, Financial Modeling, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Investment Banking, Business Development, Investran, FM3, Project Management, Software Implementation, Fund Of Funds, Performance Analysis, Project Portfolio..., Process Improvement, Strategic Planning
Education
Connecticut College 1998 — 2002
Bachelor of Arts (BA), Economics
Greenwich High School 1994 — 1998
Kate Wilfert Kate Wilfert's J.P. Morgan Private Bank Experience June 2009 - June 2010
Job Director, Client Services at Piano
Industry Marketing and Advertising
Experience
Piano August 2015 - Present
Tinypass September 2014 - August 2015
PepsiCo June 2013 - August 2013
J.P. Morgan Private Bank, The Philanthropy Centre July 2010 - June 2012
J.P. Morgan Private Bank June 2009 - June 2010
Skills
Marketing Strategy, Consumer Insight, Account Management, Product Marketing, Project Management, Business Development, Audience Segmentation, Client Services
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Marketing and Managment
Amherst College 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
NYU in Florence 2007 — 2007
Study Abroad
Greenwich High School 2001 — 2005
Piano August 2015 - Present
Tinypass September 2014 - August 2015
PepsiCo June 2013 - August 2013
J.P. Morgan Private Bank, The Philanthropy Centre July 2010 - June 2012
J.P. Morgan Private Bank June 2009 - June 2010
Skills
Marketing Strategy, Consumer Insight, Account Management, Product Marketing, Project Management, Business Development, Audience Segmentation, Client Services
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Marketing and Managment
Amherst College 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
NYU in Florence 2007 — 2007
Study Abroad
Greenwich High School 2001 — 2005
Dick Loebig, CFA Dick Loebig, CFA's J.P. Morgan Private Bank Experience 2010 - 2014
Job Sales & Marketing, Consultant Relations, Client Service
Industry Investment Management
Experience
First State Investments 2014 - Present
J.P. Morgan Private Bank 2010 - 2014
INTECH Investment Management LLC 2006 - 2010
Western Asset Management 2004 - 2006
INVESCO 2001 - 2003
Fort Washington Investment Advisors and Todd Investment Advisors 1996 - 2000
PNC Bank 1991 - 1996
Payden & Rygel Investment Counsel 1989 - 1991
Security Pacific Investment Managers 1986 - 1988
Skills
Fixed Income, Portfolio Management, Equities, Institutional..., Investment Strategies, Asset Management, Client Service, Customer Relations, Sales & Marketing, Consulltant Relations
Education
Bellarmine University
MBA, Business Administration
Furman University
BA, Business Administration
First State Investments 2014 - Present
J.P. Morgan Private Bank 2010 - 2014
INTECH Investment Management LLC 2006 - 2010
Western Asset Management 2004 - 2006
INVESCO 2001 - 2003
Fort Washington Investment Advisors and Todd Investment Advisors 1996 - 2000
PNC Bank 1991 - 1996
Payden & Rygel Investment Counsel 1989 - 1991
Security Pacific Investment Managers 1986 - 1988
Skills
Fixed Income, Portfolio Management, Equities, Institutional..., Investment Strategies, Asset Management, Client Service, Customer Relations, Sales & Marketing, Consulltant Relations
Education
Bellarmine University
MBA, Business Administration
Furman University
BA, Business Administration
John Whitehead John Whitehead's J.P. Morgan Private Bank Experience April 2013 - May 2014
Job Wealth Management Analyst at Neuberger Berman
Industry Banking
Experience
Neuberger Berman May 2014 - Present
J.P. Morgan Private Bank April 2013 - May 2014
US Navy March 2012 - April 2013
U.S. Navy March 2009 - February 2012
US Navy March 2006 - March 2009
US Navy June 2003 - February 2006
Skills
Security Clearance, Military
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Business Administration
United States Naval Academy 1999 — 2003
Bachelors of Science, Economics (Honors)
Neuberger Berman May 2014 - Present
J.P. Morgan Private Bank April 2013 - May 2014
US Navy March 2012 - April 2013
U.S. Navy March 2009 - February 2012
US Navy March 2006 - March 2009
US Navy June 2003 - February 2006
Skills
Security Clearance, Military
Education
Duke University - Fuqua School of Business 2010 — 2011
Master of Business Administration
United States Naval Academy 1999 — 2003
Bachelors of Science, Economics (Honors)
Bobby Zrike Bobby Zrike's J.P. Morgan Private Bank Experience January 2007 - December 2009
Job Senior Advisor at Global Strategic Associates
Industry Financial Services
Experience
Global Strategic Associates January 2014 - January 2015
Global Strategic Associates October 2010 - January 2014
J.P. Morgan Private Bank January 2007 - December 2009
The Citigroup Private Bank July 2004 - December 2005
Robertson Stephens Inc. April 2002 - October 2002
Trade.com Global Markets, Inc September 2000 - April 2001
Goldman, Sachs & Co. August 1988 - September 2000
Morgan Stanley August 1984 - July 1986
Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking
Education
Harvard Business School
MBA
Dartmouth College
AB, History
Brunswick School
High School Diploma
Global Strategic Associates January 2014 - January 2015
Global Strategic Associates October 2010 - January 2014
J.P. Morgan Private Bank January 2007 - December 2009
The Citigroup Private Bank July 2004 - December 2005
Robertson Stephens Inc. April 2002 - October 2002
Trade.com Global Markets, Inc September 2000 - April 2001
Goldman, Sachs & Co. August 1988 - September 2000
Morgan Stanley August 1984 - July 1986
Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking
Education
Harvard Business School
MBA
Dartmouth College
AB, History
Brunswick School
High School Diploma
Ruth Cashman Ruth Cashman's J.P. Morgan Private Bank Experience July 2011 - April 2013
Job Senior Advertising Copywriter, Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch May 2013 - November 2014
Freelance April 2013 - May 2013
J.P. Morgan Private Bank July 2011 - April 2013
Freelance January 2000 - July 2011
GAM November 2003 - February 2008
Accenture April 2001 - March 2002
Morgan Stanley Dean Witter September 2000 - April 2001
Skills
Copywriting, Asset Managment, Change Management, Digital Strategy, Internal Communications, Editorial, Market Planning
Education
Cardiff University / Prifysgol Caerdydd 1988 — 1991
BA, English Literature
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch May 2013 - November 2014
Freelance April 2013 - May 2013
J.P. Morgan Private Bank July 2011 - April 2013
Freelance January 2000 - July 2011
GAM November 2003 - February 2008
Accenture April 2001 - March 2002
Morgan Stanley Dean Witter September 2000 - April 2001
Skills
Copywriting, Asset Managment, Change Management, Digital Strategy, Internal Communications, Editorial, Market Planning
Education
Cardiff University / Prifysgol Caerdydd 1988 — 1991
BA, English Literature
James Augustine, CFA's J.P. Morgan Private Bank Experience September 2007 - Present
Job Vice President at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2007 - Present
Rex Capital Advisors September 2004 - September 2007
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Wealth Management, Portfolio Management, Investment Strategies
Education
Brown University 1999 — 2003
BA, Business Economics
Choate Rosemary Hall 1998 — 1999
Postgraduate
J.P. Morgan Private Bank September 2007 - Present
Rex Capital Advisors September 2004 - September 2007
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Wealth Management, Portfolio Management, Investment Strategies
Education
Brown University 1999 — 2003
BA, Business Economics
Choate Rosemary Hall 1998 — 1999
Postgraduate
David Bigelow David Bigelow's J.P. Morgan Private Bank Experience 2013 - Present
Job Senior Banker at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank 2013 - Present
NewOak Capital 2009 - 2013
Clinton Group 2004 - 2008
Radian Asset Assurance 1998 - 2003
CIBC 1997 - 1998
Standard & Poor's 1993 - 1997
Prudential-Bache Capital Funding 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Fundraising, Private Banking
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Brown University
BA, Economics
Escola Graduada de São Paulo - Graded
The Prairie School
J.P. Morgan Private Bank 2013 - Present
NewOak Capital 2009 - 2013
Clinton Group 2004 - 2008
Radian Asset Assurance 1998 - 2003
CIBC 1997 - 1998
Standard & Poor's 1993 - 1997
Prudential-Bache Capital Funding 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Fundraising, Private Banking
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Brown University
BA, Economics
Escola Graduada de São Paulo - Graded
The Prairie School
Joseph Gilligan Joseph Gilligan's J.P. Morgan Private Bank Experience September 2003 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank September 2003 - Present
Charles Schwab - Institutional Investment Services October 2000 - September 2003
The Vanguard Group April 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Arizona State University 1992 — 1995
Bachelor's Degree, Finance & Management
J.P. Morgan Private Bank September 2003 - Present
Charles Schwab - Institutional Investment Services October 2000 - September 2003
The Vanguard Group April 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Arizona State University 1992 — 1995
Bachelor's Degree, Finance & Management
Kathleen Scheld Kathleen Scheld's J.P. Morgan Private Bank Experience September 2013 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank September 2013 - Present
Goldman Sachs July 2010 - September 2013
Goldman Sachs June 2008 - August 2008
Goldman Sachs June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Spanish, Research, Manage Client..., Microsoft Excel, Series 7, Series 3, Series 63, Microsoft Word, Management, Investments, Leadership, Business Strategy, Analysis, FINRA, Hedge Funds
Education
Amherst College 2006 — 2010
BA, Psychology, Spanish
J.P. Morgan Private Bank September 2013 - Present
Goldman Sachs July 2010 - September 2013
Goldman Sachs June 2008 - August 2008
Goldman Sachs June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Spanish, Research, Manage Client..., Microsoft Excel, Series 7, Series 3, Series 63, Microsoft Word, Management, Investments, Leadership, Business Strategy, Analysis, FINRA, Hedge Funds
Education
Amherst College 2006 — 2010
BA, Psychology, Spanish
Adam Brunner's J.P. Morgan Private Bank Experience July 2014 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2014 - Present
Edelman - Capital Markets November 2012 - July 2014
Aon - Hewitt EnnisKnupp March 2012 - November 2012
FTI Consulting - Capital Markets August 2008 - March 2012
Cygnus Atratus, LLC July 2006 - May 2008
Skills
Wealth Management, Investments, Capital Markets, Valuation, Equities, Financial Services, Strategy, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance; Strategy, Execution and Valuation
University of Michigan 2001 — 2005
B.A., Sociology
J.P. Morgan Private Bank July 2014 - Present
Edelman - Capital Markets November 2012 - July 2014
Aon - Hewitt EnnisKnupp March 2012 - November 2012
FTI Consulting - Capital Markets August 2008 - March 2012
Cygnus Atratus, LLC July 2006 - May 2008
Skills
Wealth Management, Investments, Capital Markets, Valuation, Equities, Financial Services, Strategy, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance; Strategy, Execution and Valuation
University of Michigan 2001 — 2005
B.A., Sociology
Mason Snyder Mason Snyder's J.P. Morgan Private Bank Experience September 2013 - Present
Job Global Head of Fiduciary Business Control, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2013 - Present
PricewaterhouseCoopers LLP ("PwC") March 2011 - September 2013
Catalina Partners LLC March 2009 - March 2011
Deloitte Consulting / Deloitte & Touche LLP February 2000 - February 2009
Skills
Venture Capital, Management Consulting, Private Equity, Equities, Alternative Investments, Risk Management, Due Diligence, Management, Asset Managment, Hedge Funds, Investment Management, Derivatives, Fixed Income, Relationship Management, Capital Markets
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A.
Vassar College 1978 — 1982
A.B.
J.P. Morgan Private Bank September 2013 - Present
PricewaterhouseCoopers LLP ("PwC") March 2011 - September 2013
Catalina Partners LLC March 2009 - March 2011
Deloitte Consulting / Deloitte & Touche LLP February 2000 - February 2009
Skills
Venture Capital, Management Consulting, Private Equity, Equities, Alternative Investments, Risk Management, Due Diligence, Management, Asset Managment, Hedge Funds, Investment Management, Derivatives, Fixed Income, Relationship Management, Capital Markets
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A.
Vassar College 1978 — 1982
A.B.
Katherine (Ramsey) Post Katherine (Ramsey) Post's J.P. Morgan Private Bank Experience February 2013 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank February 2013 - Present
Education
Brown University 2002 — 2006
BA, magna cum laude, Economics and International Relations
J.P. Morgan Private Bank February 2013 - Present
Education
Brown University 2002 — 2006
BA, magna cum laude, Economics and International Relations
Warwick Carter, Jr. Warwick Carter, Jr.'s J.P. Morgan Private Bank Experience June 2008 - September 2010
Job Managing Director at Fiduciary Trust International
Industry Banking
Experience
Fiduciary Trust Company International January 2011 - Present
J.P. Morgan Private Bank June 2008 - September 2010
J.P. Morgan Private Bank February 1999 - June 2008
Chadbourne & Parke LLP September 1996 - February 1999
Carter Ledyard & Milburn LLP September 1994 - September 1996
United States Tax Court 1991 - 1994
Skills
Trusts, Investment Management, Wealth, Trust Services, Wealth Management..., Investments, High Net Worth..., Wealth Management, Tax, Estate Law, Estate Planning, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Securities, Asset Management, Portfolio Management
Education
Georgetown University Law Center 1991 — 1994
Master of Laws, Taxation
The Catholic University of America, Columbus School of Law 1988 — 1991
J.D.
Denison University 1982 — 1986
BA
Portsmouth Abbey School 1978 — 1982
Mater Dei School
Fiduciary Trust Company International January 2011 - Present
J.P. Morgan Private Bank June 2008 - September 2010
J.P. Morgan Private Bank February 1999 - June 2008
Chadbourne & Parke LLP September 1996 - February 1999
Carter Ledyard & Milburn LLP September 1994 - September 1996
United States Tax Court 1991 - 1994
Skills
Trusts, Investment Management, Wealth, Trust Services, Wealth Management..., Investments, High Net Worth..., Wealth Management, Tax, Estate Law, Estate Planning, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Securities, Asset Management, Portfolio Management
Education
Georgetown University Law Center 1991 — 1994
Master of Laws, Taxation
The Catholic University of America, Columbus School of Law 1988 — 1991
J.D.
Denison University 1982 — 1986
BA
Portsmouth Abbey School 1978 — 1982
Mater Dei School
Ian Kerrigan, CFA's J.P. Morgan Private Bank Experience September 2009 - Present
Job Executive Director, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
J.P. Morgan Private Bank September 2009 - Present
EMP Museum May 2013 - Present
Wells Fargo Advisors, LLC September 2007 - September 2009
Communities In Schools of Washington 2005 - 2009
UBS Wealth Management October 2004 - September 2007
Seattle University January 2005 - May 2007
Private Asset Management, Inc. May 1999 - October 2004
Strategic Wealth Management January 1998 - May 1999
Scudder Stevens & Clark February 1992 - July 1997
Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management
Education
Boston University 1994 — 1998
BS
Musicians Institute - GIT 1983 — 1984
Certificate
Ryan Thuma Ryan Thuma's J.P. Morgan Private Bank Experience February 2015 - Present
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2015 - Present
Skills
Credit Risk, Investments, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Banking, Risk Management, Financial Services, Underwriting, Customer Service, Credit
Education
Connecticut College 2006 — 2010
Bachelor of Arts (BA), Sociology, Economics Minor
J.P. Morgan Private Bank February 2015 - Present
Skills
Credit Risk, Investments, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Banking, Risk Management, Financial Services, Underwriting, Customer Service, Credit
Education
Connecticut College 2006 — 2010
Bachelor of Arts (BA), Sociology, Economics Minor
Jaime Del Toro Jaime Del Toro's J.P. Morgan Private Bank Experience December 2008 - Present
Job Associate
Industry Financial Services
Experience
J.P. Morgan Private Bank December 2008 - Present
Skills
Series 7, Series 63
Education
DePaul University 2008 — 2012
Finance, Commerce
J.P. Morgan Private Bank December 2008 - Present
Skills
Series 7, Series 63
Education
DePaul University 2008 — 2012
Finance, Commerce
Douglas Hilfiker's J.P. Morgan Private Bank Experience November 2009 - Present
Job J.P. Morgan Private Bank, Market Manager
Industry Financial Services
Experience
J.P. Morgan Private Bank November 2009 - Present
Federated Clover Investment Advisors/Clover Capital Management April 2006 - November 2009
Harter, Secrest & Emery LLP 2000 - 2006
Education
Case Western Reserve University 1997 — 2000
JD, law
Vanderbilt University 1993 — 1997
Bachelor of Arts, English
J.P. Morgan Private Bank November 2009 - Present
Federated Clover Investment Advisors/Clover Capital Management April 2006 - November 2009
Harter, Secrest & Emery LLP 2000 - 2006
Education
Case Western Reserve University 1997 — 2000
JD, law
Vanderbilt University 1993 — 1997
Bachelor of Arts, English
Christin Carlile Christin Carlile's J.P. Morgan Private Bank Experience June 2015 - August 2015
Job MBA Candidate, Hankamer School of Business
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2015 - August 2015
Baylor University August 2014 - May 2015
Stanford University December 2012 - May 2014
Form Fitness January 2012 - May 2014
San Jose Earthquakes Soccer February 2011 - November 2013
Stanford University September 2012 - December 2012
Stanford University August 2011 - December 2012
IMG August 2011 - January 2012
San Luis Obispo Blues Baseball March 2011 - August 2011
Mission Multisport 2008 - 2008
Skills
Event Planning, Advertising, Customer Service, Research, Marketing, Management, Social Networking, Facebook, Sports, Event Management
Education
Baylor University - Hankamer School of Business 2014 — 2016
Master's Degree, MBA, 4.0
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science, Recreation Administration, Sports Management
J.P. Morgan Private Bank June 2015 - August 2015
Baylor University August 2014 - May 2015
Stanford University December 2012 - May 2014
Form Fitness January 2012 - May 2014
San Jose Earthquakes Soccer February 2011 - November 2013
Stanford University September 2012 - December 2012
Stanford University August 2011 - December 2012
IMG August 2011 - January 2012
San Luis Obispo Blues Baseball March 2011 - August 2011
Mission Multisport 2008 - 2008
Skills
Event Planning, Advertising, Customer Service, Research, Marketing, Management, Social Networking, Facebook, Sports, Event Management
Education
Baylor University - Hankamer School of Business 2014 — 2016
Master's Degree, MBA, 4.0
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science, Recreation Administration, Sports Management
Philip Carson's J.P. Morgan Private Bank Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
Clemson Computing and Information Technology August 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Windows, PowerPoint, Photoshop, Microsoft Word, Google Docs, OS X, Financial Modeling, C, Financial Analysis, Sales, Portfolio Management, Data Analysis, Economics, Investments, Foreign Exchange, Derivatives
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Financial Management
The American University of Rome 2012 — 2012
Study Abroad
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
Clemson Computing and Information Technology August 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Windows, PowerPoint, Photoshop, Microsoft Word, Google Docs, OS X, Financial Modeling, C, Financial Analysis, Sales, Portfolio Management, Data Analysis, Economics, Investments, Foreign Exchange, Derivatives
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Financial Management
The American University of Rome 2012 — 2012
Study Abroad
Jonathan Saunders Jonathan Saunders's J.P. Morgan Private Bank Experience August 2010 - June 2012
Job Associate at PanAfrican Investments Company
Industry Financial Services
Experience
PanAfrican Investment Company August 2014 - Present
Tugende May 2013 - August 2013
Imprint Capital Advisors May 2012 - August 2012
J.P. Morgan Private Bank August 2010 - June 2012
JP Morgan Chase July 2007 - February 2011
Urban Outfitters December 2005 - May 2007
Bell Labs Lucent Technologies June 2006 - August 2006
Bell Labs Lucent Technologies June 2005 - August 2005
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Mutual Funds, Management, Accounting, Marketing, Structured Products, Sales, Financial Advisory, Financial Modeling, Time Management, Valuation, Commodity, Equities, Bloomberg, Financial Analysis, Fixed Income
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Fordham University 2005 — 2007
BBA, Finance
Miami University 2003 — 2005
Bachelor of Science (BS), Finance
PanAfrican Investment Company August 2014 - Present
Tugende May 2013 - August 2013
Imprint Capital Advisors May 2012 - August 2012
J.P. Morgan Private Bank August 2010 - June 2012
JP Morgan Chase July 2007 - February 2011
Urban Outfitters December 2005 - May 2007
Bell Labs Lucent Technologies June 2006 - August 2006
Bell Labs Lucent Technologies June 2005 - August 2005
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Mutual Funds, Management, Accounting, Marketing, Structured Products, Sales, Financial Advisory, Financial Modeling, Time Management, Valuation, Commodity, Equities, Bloomberg, Financial Analysis, Fixed Income
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Fordham University 2005 — 2007
BBA, Finance
Miami University 2003 — 2005
Bachelor of Science (BS), Finance
Jennifer Reitz's J.P. Morgan Private Bank Experience December 2012 - Present
Job Executive Assistant
Industry Financial Services
Experience
J.P. Morgan - Private Bank December 2012 - Present
Mr. Rooter Plumbing July 2009 - November 2012
Genesi Motors, Inc January 2008 - December 2011
Glass Doctor Seattle May 2010 - February 2011
Mike Rozell ~ Realtor January 2007 - June 2007
Bulldog Brewing Company June 1998 - December 1999
Skills
Microsoft Office, Event Planning, Office Administration, Customer Satisfaction, Customer Service, Fundraising, Negotiation, Social Networking, Time Management, Process Scheduler, Office Management, Leadership, Outlook, Strategic Planning, Event Management, Management, Sales, Data Entry, Team Building, Marketing
Education
Bellevue Community College 2001 — 2003
General Education
Hoover High School 1990 — 1994
Diploma, General Education
Fresno City College
General Education
J.P. Morgan - Private Bank December 2012 - Present
Mr. Rooter Plumbing July 2009 - November 2012
Genesi Motors, Inc January 2008 - December 2011
Glass Doctor Seattle May 2010 - February 2011
Mike Rozell ~ Realtor January 2007 - June 2007
Bulldog Brewing Company June 1998 - December 1999
Skills
Microsoft Office, Event Planning, Office Administration, Customer Satisfaction, Customer Service, Fundraising, Negotiation, Social Networking, Time Management, Process Scheduler, Office Management, Leadership, Outlook, Strategic Planning, Event Management, Management, Sales, Data Entry, Team Building, Marketing
Education
Bellevue Community College 2001 — 2003
General Education
Hoover High School 1990 — 1994
Diploma, General Education
Fresno City College
General Education
Melody Clancy Melody Clancy's J.P. Morgan Private Bank Experience July 2004 - June 2005
Job Financial Services Professional
Industry Financial Services
Experience
BBR Partners February 2015 - Present
Lehman Brothers May 2006 - December 2006
EnTrust Capital July 2005 - May 2006
JP Morgan Private Bank July 2004 - June 2005
J.P. Morgan Private Bank May 2000 - October 2003
Skills
Equities, Hedge Funds, Investments, Trading, Bonds, Financial Services, Mutual Funds, Business Analysis, Options, Accounting, Fixed Income, Portfolio Management, Customer Service, Alternative Investments, Risk Management, Banking
Education
Andrews University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
BBR Partners February 2015 - Present
Lehman Brothers May 2006 - December 2006
EnTrust Capital July 2005 - May 2006
JP Morgan Private Bank July 2004 - June 2005
J.P. Morgan Private Bank May 2000 - October 2003
Skills
Equities, Hedge Funds, Investments, Trading, Bonds, Financial Services, Mutual Funds, Business Analysis, Options, Accounting, Fixed Income, Portfolio Management, Customer Service, Alternative Investments, Risk Management, Banking
Education
Andrews University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Grace Sterritt's J.P. Morgan Private Bank Experience February 2014 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan Private Bank July 2011 - January 2014
J.P. Morgan June 2010 - August 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2005 - June 2008
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Management & Strategy, Finance, Marketing
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, Economics
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan Private Bank July 2011 - January 2014
J.P. Morgan June 2010 - August 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2005 - June 2008
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Management & Strategy, Finance, Marketing
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, Economics
Adam Cooper, CFA Adam Cooper, CFA's J.P. Morgan Private Bank Experience January 2014 - Present
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Horizon Kinetics LLC February 2010 - January 2014
Bank of New York Mellon June 2009 - February 2010
Bear Stearns Asset Management March 2007 - February 2009
Education
Emory University - Goizueta Business School 2001 — 2005
J.P. Morgan Private Bank January 2014 - Present
Horizon Kinetics LLC February 2010 - January 2014
Bank of New York Mellon June 2009 - February 2010
Bear Stearns Asset Management March 2007 - February 2009
Education
Emory University - Goizueta Business School 2001 — 2005
William Evans's J.P. Morgan Private Bank Experience June 2013 - Present
Job Vice PresidentBankerJ.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2013 - Present
Alliance Bernstein Global Wealth Management September 2010 - June 2013
PromoGroup 2008 - September 2010
Morgan Stanley June 2002 - March 2008
Goldman Sachs March 1996 - March 2002
Skills
Asset Management, Alternative Investments, Wealth Management, Series 7, Fixed Income, Risk Management, Portfolio Management, Financial Planning, Asset Allocation
Education
Boston College 1988 — 1992
BA, Economics
J.P. Morgan Private Bank June 2013 - Present
Alliance Bernstein Global Wealth Management September 2010 - June 2013
PromoGroup 2008 - September 2010
Morgan Stanley June 2002 - March 2008
Goldman Sachs March 1996 - March 2002
Skills
Asset Management, Alternative Investments, Wealth Management, Series 7, Fixed Income, Risk Management, Portfolio Management, Financial Planning, Asset Allocation
Education
Boston College 1988 — 1992
BA, Economics
Jessie Searles's J.P. Morgan Private Bank Experience August 2015 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2015 - Present
J.P. Morgan Private Bank June 2014 - August 2014
Turner Broadcasting December 2011 - May 2013
Turner Broadcasting June 2010 - December 2011
Wall Street Journal Office Network June 2009 - August 2009
U.S. House of Representatives January 2009 - February 2009
PerkSpot June 2008 - August 2008
Skills
Advertising, Marketing, comScore, Integrated Marketing, Investment Management, Relationship Building, Relationship Management, Sales, Strategy
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
DePauw University 2006 — 2010
B.A., Psychology
J.P. Morgan Private Bank August 2015 - Present
J.P. Morgan Private Bank June 2014 - August 2014
Turner Broadcasting December 2011 - May 2013
Turner Broadcasting June 2010 - December 2011
Wall Street Journal Office Network June 2009 - August 2009
U.S. House of Representatives January 2009 - February 2009
PerkSpot June 2008 - August 2008
Skills
Advertising, Marketing, comScore, Integrated Marketing, Investment Management, Relationship Building, Relationship Management, Sales, Strategy
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
DePauw University 2006 — 2010
B.A., Psychology
James Bator's J.P. Morgan Private Bank Experience March 2010 - Present
Job Executive Director, Capital Advisor at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank March 2010 - Present
Morgan Stanley Private Wealth Management August 2006 - January 2010
Merrill Lynch Business Financial Services, Inc. August 1998 - February 2006
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Credit Risk, Capital Markets, Fixed Income, Mortgage Lending, Investment Banking, Small Business Lending, Equities, Strategic Planning, Derivatives, Investments
Education
Eastern Illinois University 1993 — 1997
Bachelor of Science (BS), Finance, General
J.P. Morgan Private Bank March 2010 - Present
Morgan Stanley Private Wealth Management August 2006 - January 2010
Merrill Lynch Business Financial Services, Inc. August 1998 - February 2006
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Credit Risk, Capital Markets, Fixed Income, Mortgage Lending, Investment Banking, Small Business Lending, Equities, Strategic Planning, Derivatives, Investments
Education
Eastern Illinois University 1993 — 1997
Bachelor of Science (BS), Finance, General
Aaron Clinkscales Aaron Clinkscales's J.P. Morgan Private Bank Experience August 2014 - Present
Job Portfolio Construction Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank July 2011 - Present
J.P. Morgan Private Bank June 2010 - August 2010
Ernst & Young June 2009 - August 2009
J.P. Morgan Investment Bank June 2008 - August 2008
Sponsors for Educational Opportunity 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Access, Research, Leadership, Microsoft Word, Microsoft Office, Event Planning, Customer Service, Teamwork, Social Media Marketing, Public Speaking, Social Media, Fundraising, Financial Analysis, Data Analysis, Accounting, Time Management, Analysis, Team Leadership, Outlook, Spanish, Facebook, Social Networking
Education
Florida Agricultural and Mechanical University 2006 — 2011
MBA & BA (5 Year Program), Accounting/Finance
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank July 2011 - Present
J.P. Morgan Private Bank June 2010 - August 2010
Ernst & Young June 2009 - August 2009
J.P. Morgan Investment Bank June 2008 - August 2008
Sponsors for Educational Opportunity 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Access, Research, Leadership, Microsoft Word, Microsoft Office, Event Planning, Customer Service, Teamwork, Social Media Marketing, Public Speaking, Social Media, Fundraising, Financial Analysis, Data Analysis, Accounting, Time Management, Analysis, Team Leadership, Outlook, Spanish, Facebook, Social Networking
Education
Florida Agricultural and Mechanical University 2006 — 2011
MBA & BA (5 Year Program), Accounting/Finance
Kristin Arcieri's J.P. Morgan Private Bank Experience May 2011 - Present
Job Vice President, Global Marketing at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank May 2011 - Present
Citi July 2006 - May 2011
Education
Fairfield University 2001 — 2005
Bachelor of Arts (B.A.)
J.P. Morgan Private Bank May 2011 - Present
Citi July 2006 - May 2011
Education
Fairfield University 2001 — 2005
Bachelor of Arts (B.A.)
Matthew Mercer Matthew Mercer's J.P. Morgan Private Bank Experience July 2012 - Present
Job Investor at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2012 - Present
Goldman Sachs July 2010 - March 2012
Accenture July 2005 - April 2008
Accenture August 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Dartmouth College 1998 — 2002
BA
J.P. Morgan Private Bank July 2012 - Present
Goldman Sachs July 2010 - March 2012
Accenture July 2005 - April 2008
Accenture August 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Dartmouth College 1998 — 2002
BA
Alex Monul Alex Monul's J.P. Morgan Private Bank Experience June 2013 - April 2014
Job Senior Portfolio Manager at Trog Hawley Capital LLC
Industry Investment Management
Experience
Trog Hawley Capital LLC April 2014 - Present
J.P. Morgan Private Bank June 2013 - April 2014
J.P. Morgan Securities LLC June 2010 - June 2013
Kenan-Flagler Business School September 2009 - December 2009
Kenan-Flagler Business School September 2009 - December 2009
Kenan-Flagler Business School May 2008 - December 2009
Kazpolmunay LLP June 2009 - July 2009
FONDEA CAPITAL LLC June 2007 - August 2007
UMD Housing Department September 2006 - May 2007
Skills
Valuation, Corporate Finance, Finance, Investments, Bloomberg, PowerPoint, Banking, Financial Statements, Microsoft Excel, Analysis, Portfolio Management, Credit, Financial Modeling, Access, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Bachelor of Science, Business Administration
Duluth Business University 2005 — 2007
Associate's degree, Finance, General
Liceul Moldo-Turc 2000 — 2005
High School Degree
Trog Hawley Capital LLC April 2014 - Present
J.P. Morgan Private Bank June 2013 - April 2014
J.P. Morgan Securities LLC June 2010 - June 2013
Kenan-Flagler Business School September 2009 - December 2009
Kenan-Flagler Business School September 2009 - December 2009
Kenan-Flagler Business School May 2008 - December 2009
Kazpolmunay LLP June 2009 - July 2009
FONDEA CAPITAL LLC June 2007 - August 2007
UMD Housing Department September 2006 - May 2007
Skills
Valuation, Corporate Finance, Finance, Investments, Bloomberg, PowerPoint, Banking, Financial Statements, Microsoft Excel, Analysis, Portfolio Management, Credit, Financial Modeling, Access, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Bachelor of Science, Business Administration
Duluth Business University 2005 — 2007
Associate's degree, Finance, General
Liceul Moldo-Turc 2000 — 2005
High School Degree
Margot Bunn Margot Bunn's J.P. Morgan Private Bank Experience June 2010 - June 2012
Job Vice President, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2010 - June 2012
J.P. Morgan Private Bank July 2007 - June 2010
Bostwick Capital, LLC December 2006 - January 2007
Skills
Series 7, Series 63
Education
Bowdoin College 2003 — 2007
BA, Religion with a minor in Gender and Womens Studies
The Lawrenceville School 2001 — 2003
The Island School 2001 — 2001
J.P. Morgan Private Bank June 2010 - June 2012
J.P. Morgan Private Bank July 2007 - June 2010
Bostwick Capital, LLC December 2006 - January 2007
Skills
Series 7, Series 63
Education
Bowdoin College 2003 — 2007
BA, Religion with a minor in Gender and Womens Studies
The Lawrenceville School 2001 — 2003
The Island School 2001 — 2001
Jason Spilbeler, CFA Jason Spilbeler, CFA's J.P. Morgan Private Bank Experience January 2014 - Present
Job Vice President, Global Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank January 2014 - Present
J.P. Morgan Private Bank July 2010 - January 2014
J.P. Morgan Private Bank July 2007 - July 2010
WestPoint Financial Group May 2006 - January 2007
Indianapolis Motor Speedway May 2005 - August 2005
Skills
Valuation, Asset Allocation, Investments, Finance, Financial Advisory, Estate Planning, Portfolio Management, Management, Financial Analysis, Series 7, Asset Management, Financial Modeling, Retail, Training, Wealth Management
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Communication
J.P. Morgan Private Bank January 2014 - Present
J.P. Morgan Private Bank July 2010 - January 2014
J.P. Morgan Private Bank July 2007 - July 2010
WestPoint Financial Group May 2006 - January 2007
Indianapolis Motor Speedway May 2005 - August 2005
Skills
Valuation, Asset Allocation, Investments, Finance, Financial Advisory, Estate Planning, Portfolio Management, Management, Financial Analysis, Series 7, Asset Management, Financial Modeling, Retail, Training, Wealth Management
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Communication
Pia Hauch's J.P. Morgan Private Bank Experience June 2011 - May 2013
Job Project Manager at Munchery
Industry International Affairs
Experience
Munchery February 2015 - Present
Starbucks Coffee Company, La Boulange Bakery May 2013 - February 2015
J.P. Morgan Private Bank June 2011 - May 2013
Stanford Alumni Association September 2010 - June 2011
Wells Fargo Bank June 2010 - August 2010
Born.com April 2010 - June 2010
Lewis Global Public Relations June 2008 - August 2008
Skills
Macroeconomics, Data Analysis, E-commerce, Wealth Management, French, Entrepreneurship, Project Management, Business Strategy, Marketing, Private Banking, Risk Management, Research, Financial Modeling, Economics, Social Media, Strategy, Public Speaking, Leadership, Management, Start-ups, Microsoft Excel, Microsoft Office
Education
Stanford University 2007 — 2011
Bachelor of Arts (BA), International Relations; Comparative and International Economics
Copenhagen Business School 2009 — 2009
International Business Strategy, International Management
Bentley High School 2003 — 2007
Munchery February 2015 - Present
Starbucks Coffee Company, La Boulange Bakery May 2013 - February 2015
J.P. Morgan Private Bank June 2011 - May 2013
Stanford Alumni Association September 2010 - June 2011
Wells Fargo Bank June 2010 - August 2010
Born.com April 2010 - June 2010
Lewis Global Public Relations June 2008 - August 2008
Skills
Macroeconomics, Data Analysis, E-commerce, Wealth Management, French, Entrepreneurship, Project Management, Business Strategy, Marketing, Private Banking, Risk Management, Research, Financial Modeling, Economics, Social Media, Strategy, Public Speaking, Leadership, Management, Start-ups, Microsoft Excel, Microsoft Office
Education
Stanford University 2007 — 2011
Bachelor of Arts (BA), International Relations; Comparative and International Economics
Copenhagen Business School 2009 — 2009
International Business Strategy, International Management
Bentley High School 2003 — 2007
Manuel Cabielles's J.P. Morgan Private Bank Experience September 1982 - July 2004
Job Managing Director, Senior Private Banker at Banco Itaú International
Industry Financial Services
Experience
Itaú Private Bank October 2013 - Present
Bank of America Merrill Lynch May 2012 - October 2013
Citi Private Bank July 2004 - May 2012
J.P. Morgan Private Bank September 1982 - July 2004
Skills
Investments, Private Banking, New Business Development, Estate Planning, High Net Worth..., Series 7, Wealth Management, Capital Markets, Banking, Fixed Income, Risk Management, Equities, Hedge Funds, Alternative Investments, Securities, Mutual Funds, Equity Trading, Financial Services, Structured Products, Corporate Finance, Finance, Derivatives, Financial Structuring, Structured Finance, Private Equity, AML, Fund Of Funds, Financial Markets, Asset Allocation, Relationship Management, Bloomberg, FX Options, Investment Advisory, Financial Risk, Investment Strategies, ETFs, Investment Management, Wealth Management..., Bonds, Strategic Financial..., Financial Advisory, Latin America, Credit Risk, Options, Emerging Markets, FINRA, Trading, Credit, Series 63, Valuation
Education
University of Miami - School of Business 1994 — 1996
MBA, International Business
Florida International University
BA, Business Administration and Management
Itaú Private Bank October 2013 - Present
Bank of America Merrill Lynch May 2012 - October 2013
Citi Private Bank July 2004 - May 2012
J.P. Morgan Private Bank September 1982 - July 2004
Skills
Investments, Private Banking, New Business Development, Estate Planning, High Net Worth..., Series 7, Wealth Management, Capital Markets, Banking, Fixed Income, Risk Management, Equities, Hedge Funds, Alternative Investments, Securities, Mutual Funds, Equity Trading, Financial Services, Structured Products, Corporate Finance, Finance, Derivatives, Financial Structuring, Structured Finance, Private Equity, AML, Fund Of Funds, Financial Markets, Asset Allocation, Relationship Management, Bloomberg, FX Options, Investment Advisory, Financial Risk, Investment Strategies, ETFs, Investment Management, Wealth Management..., Bonds, Strategic Financial..., Financial Advisory, Latin America, Credit Risk, Options, Emerging Markets, FINRA, Trading, Credit, Series 63, Valuation
Education
University of Miami - School of Business 1994 — 1996
MBA, International Business
Florida International University
BA, Business Administration and Management
Yvonne Kierlanczyk Yvonne Kierlanczyk's J.P. Morgan Private Bank Experience June 2000 - November 2001
Job Vice President, Assistant Portfolio Manager at 1919 Investment Counsel, a Stifel Company
Industry Financial Services
Experience
1919 Investment Counsel, Affiliate of Stifel Financial January 2005 - Present
Deutsche Bank Private Wealth Management 2003 - 2005
J.P. Morgan Private Bank June 2000 - November 2001
Knox Partners (Subsidiary of La Compagnie Financiere Edmond De Rothschild Banque) October 1991 - December 1992
Skills
Equities, Alternative Investments, Wealth Management, Fixed Income, Bloomberg, Rich and global..., Factset, Baseline, Longview,..., PORTIA, APX and...
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance/Marketing
1919 Investment Counsel, Affiliate of Stifel Financial January 2005 - Present
Deutsche Bank Private Wealth Management 2003 - 2005
J.P. Morgan Private Bank June 2000 - November 2001
Knox Partners (Subsidiary of La Compagnie Financiere Edmond De Rothschild Banque) October 1991 - December 1992
Skills
Equities, Alternative Investments, Wealth Management, Fixed Income, Bloomberg, Rich and global..., Factset, Baseline, Longview,..., PORTIA, APX and...
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance/Marketing
Campbell Johnson's J.P. Morgan Private Bank Experience July 2015 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank May 2014 - August 2014
Luksova Frantova & Co May 2013 - August 2013
The Westmoor Club - Employees May 2012 - August 2012
Skills
Volunteer Income Tax..., Microsoft Office, Film Editing, Spanish, Creative Writing, Customer Service
Education
Colgate University 2011 — 2015
B.A. Economics
Deerfield Academy 2007 — 2011
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank May 2014 - August 2014
Luksova Frantova & Co May 2013 - August 2013
The Westmoor Club - Employees May 2012 - August 2012
Skills
Volunteer Income Tax..., Microsoft Office, Film Editing, Spanish, Creative Writing, Customer Service
Education
Colgate University 2011 — 2015
B.A. Economics
Deerfield Academy 2007 — 2011
Natalie de la Camara Natalie de la Camara's J.P. Morgan Private Bank Experience July 2014 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank July 2014 - Present
Eagle Eyes September 2012 - May 2014
Boston College Graduate School of Arts and Sciences September 2011 - May 2014
Ryder System, Inc. June 2013 - August 2013
MED-TEK May 2012 - August 2012
Miami Dade County Courthouse July 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Skills
Fluent in Microsoft..., Programming Experience..., Bilingual: Fluent in..., Learning Mandarin,..., Databases, Active Directory, Microsoft Office, Microsoft SQL Server, Account Management, Testing, Troubleshooting, Research, Data Warehousing, Quality Assurance, SQL, Access, Data Analysis, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Social Media, Spanish
Education
Boston College 2010 — 2014
B.S. in Management, Information Systems and Finance, Senior
Universidad Pontificia Comillas 2013 — 2013
Finance and Information Systems
Our Lady of Lourdes Academy
J.P. Morgan Private Bank July 2014 - Present
Eagle Eyes September 2012 - May 2014
Boston College Graduate School of Arts and Sciences September 2011 - May 2014
Ryder System, Inc. June 2013 - August 2013
MED-TEK May 2012 - August 2012
Miami Dade County Courthouse July 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Skills
Fluent in Microsoft..., Programming Experience..., Bilingual: Fluent in..., Learning Mandarin,..., Databases, Active Directory, Microsoft Office, Microsoft SQL Server, Account Management, Testing, Troubleshooting, Research, Data Warehousing, Quality Assurance, SQL, Access, Data Analysis, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Social Media, Spanish
Education
Boston College 2010 — 2014
B.S. in Management, Information Systems and Finance, Senior
Universidad Pontificia Comillas 2013 — 2013
Finance and Information Systems
Our Lady of Lourdes Academy
Allison McWilliams's J.P. Morgan Private Bank Experience February 2011 - July 2014
Job
Industry Real Estate
Experience
Dorsey Alston, Realtors January 2015 - Present
J.P. Morgan Private Bank February 2011 - July 2014
J.P. Morgan Private Bank November 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, Social Media, Customer Service, Sales, Finance, Financial Analysis
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coaching
Auburn University, College of Business 2005 — 2009
BSBA, Finance
The Lovett School 2001 — 2005
Dorsey Alston, Realtors January 2015 - Present
J.P. Morgan Private Bank February 2011 - July 2014
J.P. Morgan Private Bank November 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, Social Media, Customer Service, Sales, Finance, Financial Analysis
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coaching
Auburn University, College of Business 2005 — 2009
BSBA, Finance
The Lovett School 2001 — 2005
T. Vietor Evans T. Vietor Evans's J.P. Morgan Private Bank Experience April 2015 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Black Stone Minerals LLP. June 2011 - June 2011
Skills
Written & Verbal..., Research, Sales, Writing, Team Leadership, Spanish, Problem Solving, Nonprofits, Public Speaking, Fundraising, Event Planning, Editing, Photography, Microsoft Excel, Microsoft Word, Financial Modeling, Facebook, Social Media, Public Relations
Education
Training The Street 2013 — 2013
Financial Modeling, Corporate Valuation
Southern Methodist University 2009 — 2013
Bachelor of Arts (B.A.), History
Deerfield Academy 2005 — 2009
Greenwich Country Day School
J.P. Morgan Private Bank April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Black Stone Minerals LLP. June 2011 - June 2011
Skills
Written & Verbal..., Research, Sales, Writing, Team Leadership, Spanish, Problem Solving, Nonprofits, Public Speaking, Fundraising, Event Planning, Editing, Photography, Microsoft Excel, Microsoft Word, Financial Modeling, Facebook, Social Media, Public Relations
Education
Training The Street 2013 — 2013
Financial Modeling, Corporate Valuation
Southern Methodist University 2009 — 2013
Bachelor of Arts (B.A.), History
Deerfield Academy 2005 — 2009
Greenwich Country Day School
Andrew W. Smith, J.D., CFP®'s J.P. Morgan Private Bank Experience January 2015 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank January 2015 - Present
Merrill Lynch July 2012 - December 2014
Stiles, Taylor & Grace, P.A. January 2009 - June 2012
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Life Insurance, Leadership, Budgets, Banking, Securities, Business Planning, Marketing Strategy, Networking, Mortgage Lending, Sales, Management, Variable Annuities, Fundraising, Personal Finance, Small Business, Strategy, Investments, Finance, Financial Services, Retirement, Public Speaking, Financial Planning, Series 7
Education
CFA Institute
Level II Candidate, Chartered Financial Analyst® Designation
Florida State University
Juris Doctor (J.D.)
Georgia Institute of Technology
Bachelor's Degree, Management, Cum Laude
Jesuit High School
High School
J.P. Morgan Private Bank January 2015 - Present
Merrill Lynch July 2012 - December 2014
Stiles, Taylor & Grace, P.A. January 2009 - June 2012
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Life Insurance, Leadership, Budgets, Banking, Securities, Business Planning, Marketing Strategy, Networking, Mortgage Lending, Sales, Management, Variable Annuities, Fundraising, Personal Finance, Small Business, Strategy, Investments, Finance, Financial Services, Retirement, Public Speaking, Financial Planning, Series 7
Education
CFA Institute
Level II Candidate, Chartered Financial Analyst® Designation
Florida State University
Juris Doctor (J.D.)
Georgia Institute of Technology
Bachelor's Degree, Management, Cum Laude
Jesuit High School
High School
Eric Feige Eric Feige's J.P. Morgan Private Bank Experience September 2015 - Present
Job Digital Strategy | Marketing & eBusiness Innovation
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2015 - Present
Prudential Financial November 2013 - May 2015
Prudential Retirement March 2011 - November 2013
KPMG LLP April 2008 - March 2011
Usability Sciences August 2006 - March 2008
Deloitte Touche Tohmatsu July 2002 - July 2006
OmniSpace Technologies [Fast Software] September 1998 - September 2001
Deloitte Consulting June 1995 - August 1998
HP [EDS - Electronic Data Systems] January 1991 - August 1993
Skills
Digital Strategy, Digital Marketing, Product Management, Innovation Management, User Experience, Mobile Applications, Social Media, Web Analytics, Leadership, Content Management, Start-ups, Globalization, Cloud Computing, Analytics, Business Development, Entrepreneurship, SaaS, CRM, Web 2.0, Information Architecture, Sales Operations, Management, Strategy, Project Management, Email Marketing, Online Marketing, Marketing, Integrated Marketing, Interactive Marketing, SEM, Gamification, Social Selling, Campaign Management, Management Consulting, Accessibility, Digital Transformation, Solution Architecture, Personal Development, Talent Management, Business Planning, Web Site Production, Web Project Management, Agile Project Management, Mobile Marketing, Mobile Internet, New Venture Development, Start-up Consulting, Global Marketing, Multi-channel Marketing, Hispanic Marketing
Education
New York University 1993 — 1995
M.B.A.
ESADE 1994 — 1994
International Business Certification
Fordham University 1988 — 1990
B.S.
University of Oklahoma 1986 — 1988
J.P. Morgan Private Bank September 2015 - Present
Prudential Financial November 2013 - May 2015
Prudential Retirement March 2011 - November 2013
KPMG LLP April 2008 - March 2011
Usability Sciences August 2006 - March 2008
Deloitte Touche Tohmatsu July 2002 - July 2006
OmniSpace Technologies [Fast Software] September 1998 - September 2001
Deloitte Consulting June 1995 - August 1998
HP [EDS - Electronic Data Systems] January 1991 - August 1993
Skills
Digital Strategy, Digital Marketing, Product Management, Innovation Management, User Experience, Mobile Applications, Social Media, Web Analytics, Leadership, Content Management, Start-ups, Globalization, Cloud Computing, Analytics, Business Development, Entrepreneurship, SaaS, CRM, Web 2.0, Information Architecture, Sales Operations, Management, Strategy, Project Management, Email Marketing, Online Marketing, Marketing, Integrated Marketing, Interactive Marketing, SEM, Gamification, Social Selling, Campaign Management, Management Consulting, Accessibility, Digital Transformation, Solution Architecture, Personal Development, Talent Management, Business Planning, Web Site Production, Web Project Management, Agile Project Management, Mobile Marketing, Mobile Internet, New Venture Development, Start-up Consulting, Global Marketing, Multi-channel Marketing, Hispanic Marketing
Education
New York University 1993 — 1995
M.B.A.
ESADE 1994 — 1994
International Business Certification
Fordham University 1988 — 1990
B.S.
University of Oklahoma 1986 — 1988
Kathleen Ruda Kathleen Ruda's J.P. Morgan Private Bank Experience January 2013 - Present
Job Finance & Business Manager Vice President
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2013 - Present
J.P. Morgan Private Bank July 2007 - January 2013
Skills
Forecasting, Financial Analysis, Finance, Business Strategy
Education
Bucknell University 2000 — 2004
Bachelor's degree, Business Management
J.P. Morgan Private Bank January 2013 - Present
J.P. Morgan Private Bank July 2007 - January 2013
Skills
Forecasting, Financial Analysis, Finance, Business Strategy
Education
Bucknell University 2000 — 2004
Bachelor's degree, Business Management
Carol Simon Carol Simon's J.P. Morgan Private Bank Experience August 2014 - Present
Job Vice President and Training Officer, Client Service
Industry Banking
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank April 2004 - August 2014
AM & M Planners 1991 - 1995
Chase Lincoln First Bank 1987 - 1989
Chase Lincoln First Bank 1985 - 1987
Skills
Portfolio Management, Series 7, Financial Services, Investments, Asset Management, Securities, Investment Strategies, Asset Allocation, Relationship Management, Financial Analysis, Wealth Management
Education
Cornell University
BS
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank April 2004 - August 2014
AM & M Planners 1991 - 1995
Chase Lincoln First Bank 1987 - 1989
Chase Lincoln First Bank 1985 - 1987
Skills
Portfolio Management, Series 7, Financial Services, Investments, Asset Management, Securities, Investment Strategies, Asset Allocation, Relationship Management, Financial Analysis, Wealth Management
Education
Cornell University
BS
Kristen Mount's J.P. Morgan Private Bank Experience July 2015 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
Education
Boston College 2008 — 2012
B.S., Finance, Management Leadership
Glen Rock High School 2004 — 2008
Diploma
J.P. Morgan Private Bank July 2015 - Present
Education
Boston College 2008 — 2012
B.S., Finance, Management Leadership
Glen Rock High School 2004 — 2008
Diploma
Daniel Brous Daniel Brous's J.P. Morgan Private Bank Experience June 2014 - Present
Job Private Banker at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2014 - Present
Bank of America Merrill Lynch 2007 - 2014
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Series 7, Portfolio Management, Investments, Derivatives, Securities, Series 63, Risk Management, Trading, Swaps, Options, Bonds
Education
Cornell University 2003 — 2007
Bachelor of Science (BS)
J.P. Morgan Private Bank June 2014 - Present
Bank of America Merrill Lynch 2007 - 2014
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Series 7, Portfolio Management, Investments, Derivatives, Securities, Series 63, Risk Management, Trading, Swaps, Options, Bonds
Education
Cornell University 2003 — 2007
Bachelor of Science (BS)
Jade Auzenne's J.P. Morgan Private Bank Experience July 2010 - June 2011
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Bank of America February 2013 - June 2014
J.P. Morgan July 2011 - January 2013
J.P. Morgan Private Bank July 2010 - June 2011
J.P. Morgan Private Bank June 2009 - August 2009
Education
Harvard Business School 2014 — 2016
Goizueta Business School, Emory University 2006 — 2010
Bachelor of Business Administration (BBA)
Ben Franklin High School 2002 — 2006
Bank of America February 2013 - June 2014
J.P. Morgan July 2011 - January 2013
J.P. Morgan Private Bank July 2010 - June 2011
J.P. Morgan Private Bank June 2009 - August 2009
Education
Harvard Business School 2014 — 2016
Goizueta Business School, Emory University 2006 — 2010
Bachelor of Business Administration (BBA)
Ben Franklin High School 2002 — 2006
Alice (Yetong) Li's J.P. Morgan Private Bank Experience May 2012 - August 2012
Job Analyst at Citigroup
Industry Financial Services
Experience
Citi June 2013 - Present
J.P. Morgan Private Bank May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - February 2012
China Securities Co., Ltd. May 2010 - July 2010
Skills
English and Chinese, Microsoft Word and Excel, Bloomberg, Factset, Morningstar, Equities, Equity Research, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Wealth Management, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
BS, Finance, Math, GPA: 3.76
Penn State University 2009 — 2010
BS, Economics, Mathematics
Northamptonshire Grammar School 2006 — 2008
Citi June 2013 - Present
J.P. Morgan Private Bank May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - February 2012
China Securities Co., Ltd. May 2010 - July 2010
Skills
English and Chinese, Microsoft Word and Excel, Bloomberg, Factset, Morningstar, Equities, Equity Research, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Wealth Management, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
BS, Finance, Math, GPA: 3.76
Penn State University 2009 — 2010
BS, Economics, Mathematics
Northamptonshire Grammar School 2006 — 2008
Dana Ferrero Dana Ferrero's J.P. Morgan Private Bank Experience August 2013 - Present
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2013 - Present
J.P. Morgan Private Bank June 2010 - July 2013
Skills
Asset Management, Financial Analysis, Investments, Financial Markets, Financial Modeling, Equities, Valuation, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Capital Markets, Wealth Management, Banking
Education
Fordham University 2006 — 2010
Bachelor's degree, Economics & Business Administration
Notre Dame High School 2002 — 2006
J.P. Morgan Private Bank August 2013 - Present
J.P. Morgan Private Bank June 2010 - July 2013
Skills
Asset Management, Financial Analysis, Investments, Financial Markets, Financial Modeling, Equities, Valuation, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Capital Markets, Wealth Management, Banking
Education
Fordham University 2006 — 2010
Bachelor's degree, Economics & Business Administration
Notre Dame High School 2002 — 2006
Colin Johannessen's J.P. Morgan Private Bank Experience July 2011 - June 2013
Job Assistant Vice President, Law Firm Group Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank October 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2013
UBS Wealth Management January 2008 - January 2011
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
UBS Investment Bank June 2005 - August 2005
Skills
Management, Financial Services, Investments, Finance, Financial Analysis, Equities, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Alternative Investments, Investment Banking, Asset Management, Derivatives, Mutual Funds
Education
Bentley University
BS, Finance
Kent School
Rumsey Hall
Citi Private Bank October 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2013
UBS Wealth Management January 2008 - January 2011
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
UBS Investment Bank June 2005 - August 2005
Skills
Management, Financial Services, Investments, Finance, Financial Analysis, Equities, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Alternative Investments, Investment Banking, Asset Management, Derivatives, Mutual Funds
Education
Bentley University
BS, Finance
Kent School
Rumsey Hall
Pouya Lavian Pouya Lavian's J.P. Morgan Private Bank Experience 2011 - 2015
Job Senior Private Banker at Credit Suisse
Industry Banking
Experience
Credit Suisse 2015 - Present
New York City Bar Association 2012 - Present
Iranian American Bar Association July 2013 - Present
J.P. Morgan Private Bank 2011 - 2015
Pouya Lavian 2009 - 2011
Mayer Brown LLP 2005 - 2009
Carter Ledyard & Milburn LLP 2000 - 2005
New York County Surrogate's Court 1998 - 1998
The Cognitive Neuroscience Laboratory at The George Washington University 1995 - 1997
Skills
Securities, Capital Markets, Mergers & Acquisitions, Private Equity, Structured Finance, Corporate Law, Alternative Investments, Due Diligence, International Relations, Securitization, Investment Management, Frontier Markets, Developing Markets, Financial Structuring, Corporate Governance, Fixed Income, Hedge Funds, Equities, Economic Sanctions, Asset Management, Investments, Strategic Planning, Estate Planning, Derivatives, Securities Regulation, Wealth Management, Risk Management, Private Client Services, Mergers, Acquisitions, Project Management, Financial Regulation, Public Relations, Media Relations, Government, Tax Law, Estate Administration, Art Law, Structured Products
Education
Fordham University School of Law 1997 — 2000
JD
The George Washington University 1993 — 1997
Cognitive Neuroscience/Political Science
Credit Suisse 2015 - Present
New York City Bar Association 2012 - Present
Iranian American Bar Association July 2013 - Present
J.P. Morgan Private Bank 2011 - 2015
Pouya Lavian 2009 - 2011
Mayer Brown LLP 2005 - 2009
Carter Ledyard & Milburn LLP 2000 - 2005
New York County Surrogate's Court 1998 - 1998
The Cognitive Neuroscience Laboratory at The George Washington University 1995 - 1997
Skills
Securities, Capital Markets, Mergers & Acquisitions, Private Equity, Structured Finance, Corporate Law, Alternative Investments, Due Diligence, International Relations, Securitization, Investment Management, Frontier Markets, Developing Markets, Financial Structuring, Corporate Governance, Fixed Income, Hedge Funds, Equities, Economic Sanctions, Asset Management, Investments, Strategic Planning, Estate Planning, Derivatives, Securities Regulation, Wealth Management, Risk Management, Private Client Services, Mergers, Acquisitions, Project Management, Financial Regulation, Public Relations, Media Relations, Government, Tax Law, Estate Administration, Art Law, Structured Products
Education
Fordham University School of Law 1997 — 2000
JD
The George Washington University 1993 — 1997
Cognitive Neuroscience/Political Science
Daniel Migani Castro, CFA's J.P. Morgan Private Bank Experience June 2014 - August 2014
Job MBA Candidate, Class of 2015 at Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Tuck School of Business at Dartmouth College May 2013 - Present
J.P. Morgan Private Bank June 2014 - August 2014
GPS - Global Portfolio Strategists May 2008 - April 2013
IMS Health May 2006 - May 2008
GPS - Global Portfolio Strategists January 2004 - May 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Escola Politécnica da USP 2000 — 2004
BS, Industrial Engineering
Tuck School of Business at Dartmouth College May 2013 - Present
J.P. Morgan Private Bank June 2014 - August 2014
GPS - Global Portfolio Strategists May 2008 - April 2013
IMS Health May 2006 - May 2008
GPS - Global Portfolio Strategists January 2004 - May 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Escola Politécnica da USP 2000 — 2004
BS, Industrial Engineering
Jared Rudolph's J.P. Morgan Private Bank Experience July 2007 - June 2009
Job Inside Sales at Rudolph Brothers & Company
Industry Chemicals
Experience
Rudolph Brothers & Company September 2010 - Present
JPMorgan June 2009 - September 2010
J.P. Morgan Private Bank July 2007 - June 2009
Huntington National Bank August 2006 - June 2007
T. Rowe Price November 2004 - July 2006
Burlington Soccer Club January 2004 - May 2004
Education
Elon University 2000 — 2004
BS
Elon University - Martha and Spencer Love School of Business 2000 — 2004
BS
Rudolph Brothers & Company September 2010 - Present
JPMorgan June 2009 - September 2010
J.P. Morgan Private Bank July 2007 - June 2009
Huntington National Bank August 2006 - June 2007
T. Rowe Price November 2004 - July 2006
Burlington Soccer Club January 2004 - May 2004
Education
Elon University 2000 — 2004
BS
Elon University - Martha and Spencer Love School of Business 2000 — 2004
BS
Lifan Shen's J.P. Morgan Private Bank Experience May 2009 - May 2013
Job Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management June 2013 - Present
J.P. Morgan Private Bank May 2009 - May 2013
Goldman Sachs June 2000 - June 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Dartmouth College 1996 — 2000
AB
Stuyvesant High School 1992 — 1996
Merrill Lynch Global Wealth Management June 2013 - Present
J.P. Morgan Private Bank May 2009 - May 2013
Goldman Sachs June 2000 - June 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Dartmouth College 1996 — 2000
AB
Stuyvesant High School 1992 — 1996
Rachel Epstein McKiernan's J.P. Morgan Private Bank Experience August 2008 - Present
Job Vice President at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2008 - Present
Bear Stearns June 2007 - August 2007
Towers Perrin 2003 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
University of Michigan 1999 — 2003
BA, Economics
Beachwood High School
J.P. Morgan Private Bank August 2008 - Present
Bear Stearns June 2007 - August 2007
Towers Perrin 2003 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
University of Michigan 1999 — 2003
BA, Economics
Beachwood High School
Rorie Sherman's J.P. Morgan Private Bank Experience March 2010 - Present
Job Marketing/ Content Strategy at J.P. Morgan Private Bank
Industry Writing and Editing
Experience
J.P. Morgan Private Bank March 2010 - Present
JPMorgan Chase & Co. 2010 - Present
J.P. Morgan Private Bank 2010 - Present
Penton Media 2002 - June 2010
ALM 1998 - 2002
National Law Publishing Co Inc 1995 - 1998
Skills
Editing, Blogging, Social Media, Publishing, Content Development, Copy Editing, Journalism, Social Media Marketing, Digital Media, Marketing Communications, Integrated Marketing, Corporate Communications
Education
Columbia University - Graduate School of Journalism 1984 — 1985
Master of Science (MS), Journalism
Colgate University 1977 — 1981
Ms, English, French Literature
J.P. Morgan Private Bank March 2010 - Present
JPMorgan Chase & Co. 2010 - Present
J.P. Morgan Private Bank 2010 - Present
Penton Media 2002 - June 2010
ALM 1998 - 2002
National Law Publishing Co Inc 1995 - 1998
Skills
Editing, Blogging, Social Media, Publishing, Content Development, Copy Editing, Journalism, Social Media Marketing, Digital Media, Marketing Communications, Integrated Marketing, Corporate Communications
Education
Columbia University - Graduate School of Journalism 1984 — 1985
Master of Science (MS), Journalism
Colgate University 1977 — 1981
Ms, English, French Literature
Oliver Bareau's J.P. Morgan Private Bank Experience July 2015 - Present
Job Executive Director at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank February 2011 - June 2015
J.P. Morgan Private Bank September 2005 - January 2011
Sotheby's International December 1997 - February 2003
Skills
Wealth Management, Private Banking, Investment Banking, Hedge Funds, Fixed Income, Private Equity, Mergers & Acquisitions, Equities, Alternative Investments, Investments, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Brown University 1989 — 1993
Aiglon College, Switzerland 1984 — 1989
St. Bernards, New York 1977 — 1984
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank February 2011 - June 2015
J.P. Morgan Private Bank September 2005 - January 2011
Sotheby's International December 1997 - February 2003
Skills
Wealth Management, Private Banking, Investment Banking, Hedge Funds, Fixed Income, Private Equity, Mergers & Acquisitions, Equities, Alternative Investments, Investments, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Brown University 1989 — 1993
Aiglon College, Switzerland 1984 — 1989
St. Bernards, New York 1977 — 1984
Lisa (Epstein) Romano's J.P. Morgan Private Bank Experience December 2010 - Present
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Private Bank December 2010 - Present
Citi Personal Wealth Management June 2009 - December 2010
Citi Smith Barney April 2006 - May 2009
Bressler, Amery & Ross, P.C. 2004 - 2006
Skills
Series 7, Series 63, Wealth Management, Financial Regulation, Legal Compliance, Securities, Financial Services, Securities Regulation, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, International Business, Strategy
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2009 — 2009
American University 1998 — 2002
BA, Justice and Public Administration
J.P. Morgan Private Bank December 2010 - Present
Citi Personal Wealth Management June 2009 - December 2010
Citi Smith Barney April 2006 - May 2009
Bressler, Amery & Ross, P.C. 2004 - 2006
Skills
Series 7, Series 63, Wealth Management, Financial Regulation, Legal Compliance, Securities, Financial Services, Securities Regulation, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, International Business, Strategy
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2009 — 2009
American University 1998 — 2002
BA, Justice and Public Administration
John Olds's J.P. Morgan Private Bank Experience January 2010 - Present
Job Creative Director, Creative Services, J.P. Morgan Private Bank
Industry Marketing and Advertising
Experience
J.P. Morgan Private Bank January 2010 - Present
UBS January 2007 - April 2009
Draftfcb June 2006 - July 2007
Wunderman June 2004 - June 2006
FCBi January 1996 - June 2004
Wunderman/San Francisco October 1993 - January 1996
Wunderman/New York February 1984 - October 1993
Education
Art Center College of Design 1976 — 1979
BFA
J.P. Morgan Private Bank January 2010 - Present
UBS January 2007 - April 2009
Draftfcb June 2006 - July 2007
Wunderman June 2004 - June 2006
FCBi January 1996 - June 2004
Wunderman/San Francisco October 1993 - January 1996
Wunderman/New York February 1984 - October 1993
Education
Art Center College of Design 1976 — 1979
BFA
Richard Ryffel's J.P. Morgan Private Bank Experience July 2012 - April 2015
Job Senior Lecturer at Olin School of Business
Industry Financial Services
Experience
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Julio Resendiz's J.P. Morgan Private Bank Experience September 2012 - Present
Job Vice President. Sr. Mortgage Advisor. JP Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2012 - Present
JP Morgan Chase January 2010 - August 2012
JPMorgan Chase February 2008 - January 2010
JCC of Chicago June 2005 - February 2008
Skills
Investments, Loans, Mortgage Lending, Banking, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Marketing, Social Media, Sales, Analysis, Finance, Management
Education
DePaul University 2006 — 2008
Wilbur Wright College 2003 — 2006
Associates, Applied Science
J.P. Morgan Private Bank September 2012 - Present
JP Morgan Chase January 2010 - August 2012
JPMorgan Chase February 2008 - January 2010
JCC of Chicago June 2005 - February 2008
Skills
Investments, Loans, Mortgage Lending, Banking, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Marketing, Social Media, Sales, Analysis, Finance, Management
Education
DePaul University 2006 — 2008
Wilbur Wright College 2003 — 2006
Associates, Applied Science
Greg Yokum's J.P. Morgan Private Bank Experience 2005 - 2011
Job Vice President Sr. Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust 2012 - Present
Schwab Institutional 2011 - 2012
J.P. Morgan Private Bank 2005 - 2011
Bank of America Private Bank (U.S. Trust) 1997 - 2005
Merrill Lynch 1991 - 1996
Skills
Portfolio Management, Investment Management, Investment Advisory, Investment Research, Asset Allocation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Private Equity, Relationship Management, Structured Products, Foundations, Endowments, Institutions, Private Banking, Mutual Funds, Wealth Management..., High Net Worth..., Series 7
Education
Carnegie Mellon University
Master of Business Administration (MBA), Asset & Wealth Management
Université de Geneve
Master's Degree, School of Economics (HEC)
Harding University
Bachelor of Business Administration (BBA), Accounting
Northern Trust 2012 - Present
Schwab Institutional 2011 - 2012
J.P. Morgan Private Bank 2005 - 2011
Bank of America Private Bank (U.S. Trust) 1997 - 2005
Merrill Lynch 1991 - 1996
Skills
Portfolio Management, Investment Management, Investment Advisory, Investment Research, Asset Allocation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Private Equity, Relationship Management, Structured Products, Foundations, Endowments, Institutions, Private Banking, Mutual Funds, Wealth Management..., High Net Worth..., Series 7
Education
Carnegie Mellon University
Master of Business Administration (MBA), Asset & Wealth Management
Université de Geneve
Master's Degree, School of Economics (HEC)
Harding University
Bachelor of Business Administration (BBA), Accounting
Pamela Matuszak's J.P. Morgan Private Bank Experience June 2009 - May 2013
Job Executive Assistant to SVP, Talent at ALPHAEON Corporation a Strathspey Crown company
Industry Hospital & Health Care
Experience
ALPHAEON Corporation a Strathspey Crown company August 2015 - Present
Silpada Designs October 2010 - Present
Concerto Health Care June 2015 - August 2015
Mobilitie May 2013 - May 2015
J.P. Morgan Private Bank June 2009 - May 2013
Townsend Public Affairs February 2009 - May 2009
WaMu January 2007 - January 2009
Children's Hospital of Orange County July 2006 - January 2007
Progressive Insurance 1994 - 2004
Skills
Time Management, Event Planning, Project Management, Recruiting, Team Building, Customer Service, Human Resources, Onboarding, Process Improvement, Training, Microsoft Office, Talent Management, Outlook, Teamwork, Employee Recognition, Social Networking, Organizational..., Putting Out Fires, Marketing, Coaching, Employee Relations, Fundraising, Leadership, Employee Training, Microsoft Excel, PowerPoint, Leadership Development, Project Coordination, Social Media, Customer Satisfaction, Interviews, Attention To Detail, Coordinating Special..., Move Management, Visio, Employee Engagement, Administrative..., Office Management, Team Leadership, Space-planning
Education
Cleveland State University
Communication
Ohio University
Advertising Management
Willoughby South High School
ALPHAEON Corporation a Strathspey Crown company August 2015 - Present
Silpada Designs October 2010 - Present
Concerto Health Care June 2015 - August 2015
Mobilitie May 2013 - May 2015
J.P. Morgan Private Bank June 2009 - May 2013
Townsend Public Affairs February 2009 - May 2009
WaMu January 2007 - January 2009
Children's Hospital of Orange County July 2006 - January 2007
Progressive Insurance 1994 - 2004
Skills
Time Management, Event Planning, Project Management, Recruiting, Team Building, Customer Service, Human Resources, Onboarding, Process Improvement, Training, Microsoft Office, Talent Management, Outlook, Teamwork, Employee Recognition, Social Networking, Organizational..., Putting Out Fires, Marketing, Coaching, Employee Relations, Fundraising, Leadership, Employee Training, Microsoft Excel, PowerPoint, Leadership Development, Project Coordination, Social Media, Customer Satisfaction, Interviews, Attention To Detail, Coordinating Special..., Move Management, Visio, Employee Engagement, Administrative..., Office Management, Team Leadership, Space-planning
Education
Cleveland State University
Communication
Ohio University
Advertising Management
Willoughby South High School
Tim Finnegan's J.P. Morgan Private Bank Experience January 2000 - Present
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2000 - Present
Northern Trust Corporation June 1999 - December 1999
Skills
Investments, Asset Managment, Investment Management, Financial Services, Series 7, Series 63, Portfolio Management, Investment Banking, Capital Markets, Wealth Management, Risk Management, Private Equity, Asset Allocation, Financial Analysis, Equities, Private Banking, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University 1994 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan Private Bank January 2000 - Present
Northern Trust Corporation June 1999 - December 1999
Skills
Investments, Asset Managment, Investment Management, Financial Services, Series 7, Series 63, Portfolio Management, Investment Banking, Capital Markets, Wealth Management, Risk Management, Private Equity, Asset Allocation, Financial Analysis, Equities, Private Banking, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University 1994 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Vernace's J.P. Morgan Private Bank Experience April 2010 - December 2013
Job Credit Suisse Private Banking
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Mallory Close's J.P. Morgan Private Bank Experience 1998 - 2001
Job Director, Investor Relations at Discovery Capital Management
Industry Investment Management
Experience
Discovery Capital Management June 2008 - Present
Silver Point Capital May 2007 - May 2008
Atlas Capital 2004 - 2007
J.P. Morgan Private Bank 1998 - 2001
J.P. Morgan 1992 - 1998
Skills
Fluent Portuguese and...
Education
Boston University 1985 — 1990
BA, International Relations
Discovery Capital Management June 2008 - Present
Silver Point Capital May 2007 - May 2008
Atlas Capital 2004 - 2007
J.P. Morgan Private Bank 1998 - 2001
J.P. Morgan 1992 - 1998
Skills
Fluent Portuguese and...
Education
Boston University 1985 — 1990
BA, International Relations
Richard Slinn's J.P. Morgan Private Bank Experience 2010 - Present
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Private Bank 2010 - Present
HSBC Private Bank 2006 - 2010
Deutsche Bank 2004 - 2006
Levensohn Venture Partners 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Private Banking, Equities, Fixed Income, Wealth Management, Asset Management, Private Equity, Portfolio Management, Investment Banking, Investments, Capital Markets, Asset Allocation, Investment Management, Series 7, Derivatives, Asset Managment, Investment Strategies, Securities, Wealth Management...
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, Policy Analysis, Finance
University of California, Santa Barbara 1983 — 1988
BA, History, Italian Literature
J.P. Morgan Private Bank 2010 - Present
HSBC Private Bank 2006 - 2010
Deutsche Bank 2004 - 2006
Levensohn Venture Partners 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Private Banking, Equities, Fixed Income, Wealth Management, Asset Management, Private Equity, Portfolio Management, Investment Banking, Investments, Capital Markets, Asset Allocation, Investment Management, Series 7, Derivatives, Asset Managment, Investment Strategies, Securities, Wealth Management...
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, Policy Analysis, Finance
University of California, Santa Barbara 1983 — 1988
BA, History, Italian Literature
Brittain Youngblood's J.P. Morgan Private Bank Experience June 2014 - Present
Job Private Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2014 - Present
ZocDoc October 2012 - April 2014
Newmark Knight Frank 2007 - September 2012
Skills
Strategic Partnerships, Real Estate Economics, Strategic Planning, New Business Development, Valuation, Business Strategy, Real Estate, Business Development, Contract Negotiation, Mergers
Education
Brown University 2003 — 2007
Université Paris Sorbonne (Paris IV)
J.P. Morgan Private Bank June 2014 - Present
ZocDoc October 2012 - April 2014
Newmark Knight Frank 2007 - September 2012
Skills
Strategic Partnerships, Real Estate Economics, Strategic Planning, New Business Development, Valuation, Business Strategy, Real Estate, Business Development, Contract Negotiation, Mergers
Education
Brown University 2003 — 2007
Université Paris Sorbonne (Paris IV)
Joseph Sullivan's J.P. Morgan Private Bank Experience January 2008 - May 2012
Job Director at Covestor
Industry Investment Management
Experience
Covestor July 2014 - Present
Natixis Global Asset Management May 2012 - July 2014
J.P. Morgan Private Bank January 2008 - May 2012
Education
Emmanuel College 2003 — 2007
BA, Business Management and Economics
Covestor July 2014 - Present
Natixis Global Asset Management May 2012 - July 2014
J.P. Morgan Private Bank January 2008 - May 2012
Education
Emmanuel College 2003 — 2007
BA, Business Management and Economics
Christine Lanni's J.P. Morgan Private Bank Experience July 2010 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan Private Bank July 2010 - Present
JPMorgan July 2007 - July 2010
Skills
Bloomberg, Hedge Funds, Equities, Series 7, Fixed Income
Education
Fordham University 2003 — 2007
Concentration: Finance, Minor: Economics
J.P. Morgan January 2014 - Present
J.P. Morgan Private Bank July 2010 - Present
JPMorgan July 2007 - July 2010
Skills
Bloomberg, Hedge Funds, Equities, Series 7, Fixed Income
Education
Fordham University 2003 — 2007
Concentration: Finance, Minor: Economics
Tim Z. Murray's J.P. Morgan Private Bank Experience October 2013 - Present
Job Executive Director, Banker at J.P. Morgan Private Bank
Industry Real Estate
Experience
J.P. Morgan Private Bank October 2013 - Present
Epilepsy Foundation of Colorado 2009 - Present
FrontRange Capital Partners July 2012 - October 2013
Wells Fargo Private Bank December 2007 - July 2012
Thomson Healthcare April 1998 - December 2006
InterZine Productions 1995 - 1998
Skills
New Business Development, Strategic Planning, Strategic Partnerships, Mergers, Business Strategy, Business Development, Marketing Strategy, Product Management, Executive Management, Financial Analysis, Sales Management, Market Research, Entrepreneurship, Marketing, Analytics, Competitive Analysis, Account Management, Cross-functional Team..., Strategy, SaaS, Product Marketing, Mergers & Acquisitions, Start-ups, Private Equity, Fundraising, Management Consulting, CRM, Business Planning
Education
Harvard Business School 1989 — 1991
MBA, Marketing
Brigham Young University 1983 — 1986
BA, BS, Spanish, International Relations
J.P. Morgan Private Bank October 2013 - Present
Epilepsy Foundation of Colorado 2009 - Present
FrontRange Capital Partners July 2012 - October 2013
Wells Fargo Private Bank December 2007 - July 2012
Thomson Healthcare April 1998 - December 2006
InterZine Productions 1995 - 1998
Skills
New Business Development, Strategic Planning, Strategic Partnerships, Mergers, Business Strategy, Business Development, Marketing Strategy, Product Management, Executive Management, Financial Analysis, Sales Management, Market Research, Entrepreneurship, Marketing, Analytics, Competitive Analysis, Account Management, Cross-functional Team..., Strategy, SaaS, Product Marketing, Mergers & Acquisitions, Start-ups, Private Equity, Fundraising, Management Consulting, CRM, Business Planning
Education
Harvard Business School 1989 — 1991
MBA, Marketing
Brigham Young University 1983 — 1986
BA, BS, Spanish, International Relations
Savi Pai's J.P. Morgan Private Bank Experience September 2010 - Present
Job Experienced Investment Management Executive
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2010 - Present
Surgeons Diversified Investment Fund 2006 - 2009
Education
DePaul University College of Law
Juris Doctor
University of Michigan
B.A.
J.P. Morgan Private Bank September 2010 - Present
Surgeons Diversified Investment Fund 2006 - 2009
Education
DePaul University College of Law
Juris Doctor
University of Michigan
B.A.
Curtis Calder's J.P. Morgan Private Bank Experience August 2012 - Present
Job J.P. Morgan Private Bank Associate Investment Strategist
Industry Banking
Experience
J.P. Morgan Private Bank August 2012 - Present
J.P. Morgan Private Bank May 2009 - August 2012
MicroBusiness Mentors 2007 - 2008
Missionary Training Center 2005 - 2008
Education
Brigham Young University 2005 — 2009
J.P. Morgan Private Bank August 2012 - Present
J.P. Morgan Private Bank May 2009 - August 2012
MicroBusiness Mentors 2007 - 2008
Missionary Training Center 2005 - 2008
Education
Brigham Young University 2005 — 2009
Lauren Castillo's J.P. Morgan Private Bank Experience June 2015 - August 2015
Job Summer Associate at J.P. Morgan Private Bank
Industry Legal Services
Experience
J.P. Morgan Private Bank June 2015 - August 2015
Bloomingdale's December 2011 - June 2013
Bloomingdale's July 2010 - December 2011
Conde Nast September 2009 - April 2010
Columbia University Athletic Department 2008 - 2010
Bloomingdale's June 2009 - August 2009
Merrill Lynch September 2008 - April 2009
Citigroup June 2008 - July 2008
Skills
Marketing, Strategy, Sales, Microsoft Office
Education
University of Pennsylvania 2013 — 2016
Juris Doctor and Master of Business Administration (JD/MBA), Finance, Law
Columbia University in the City of New York 2006 — 2010
B.A., Economics, Hispanic Studies
J.P. Morgan Private Bank June 2015 - August 2015
Bloomingdale's December 2011 - June 2013
Bloomingdale's July 2010 - December 2011
Conde Nast September 2009 - April 2010
Columbia University Athletic Department 2008 - 2010
Bloomingdale's June 2009 - August 2009
Merrill Lynch September 2008 - April 2009
Citigroup June 2008 - July 2008
Skills
Marketing, Strategy, Sales, Microsoft Office
Education
University of Pennsylvania 2013 — 2016
Juris Doctor and Master of Business Administration (JD/MBA), Finance, Law
Columbia University in the City of New York 2006 — 2010
B.A., Economics, Hispanic Studies
Farah Mizrahi's J.P. Morgan Private Bank Experience July 2010 - February 2013
Job Investor Relations at Valinor Management
Industry Investment Management
Experience
Valinor Management February 2013 - Present
J.P. Morgan Private Bank July 2010 - February 2013
J.P. Morgan Private Bank May 2009 - August 2009
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Spanish
Ramaz School 2003 — 2006
High School
Valinor Management February 2013 - Present
J.P. Morgan Private Bank July 2010 - February 2013
J.P. Morgan Private Bank May 2009 - August 2009
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Spanish
Ramaz School 2003 — 2006
High School
Tanya McDonald's J.P. Morgan Private Bank Experience 1999 - 2001
Job Executive Director at Dallas Afterschool Network
Industry Nonprofit Organization Management
Experience
Dallas AfterSchool Network May 2007 - Present
Spectrem Group 2002 - 2005
J.P. Morgan Private Bank 1999 - 2001
Fidelity Investments 1995 - 1998
Education
Bucknell University 1988 — 1992
BA, Economics
The Madeira School 1985 — 1988
Dallas AfterSchool Network May 2007 - Present
Spectrem Group 2002 - 2005
J.P. Morgan Private Bank 1999 - 2001
Fidelity Investments 1995 - 1998
Education
Bucknell University 1988 — 1992
BA, Economics
The Madeira School 1985 — 1988
Eric Czepyha's J.P. Morgan Private Bank Experience June 2013 - Present
Job Practice Leader, Closely Held Asset Management Group, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2013 - Present
Barclays September 2009 - June 2013
Lehman Brothers May 2007 - September 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2004 - May 2007
Skills
Member of New York Bar, Series 7 Certified, Series 63 Certified, Mergers & Acquisitions, Investment Banking, Capital Markets, Securities, Hedge Funds, Private Equity, Asset Management, Equities, Investments, Financial Modeling, Valuation, Corporate Finance, Alternative Investments, Due Diligence, Portfolio Management
Education
Harvard Law School 2001 — 2004
Doctor of Law (J.D.)
Columbia University in the City of New York 1996 — 2000
Bachelor of Arts (B.A.)
Universidad de Sevilla 1998 — 1998
Study Abroad Program
J.P. Morgan Private Bank June 2013 - Present
Barclays September 2009 - June 2013
Lehman Brothers May 2007 - September 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2004 - May 2007
Skills
Member of New York Bar, Series 7 Certified, Series 63 Certified, Mergers & Acquisitions, Investment Banking, Capital Markets, Securities, Hedge Funds, Private Equity, Asset Management, Equities, Investments, Financial Modeling, Valuation, Corporate Finance, Alternative Investments, Due Diligence, Portfolio Management
Education
Harvard Law School 2001 — 2004
Doctor of Law (J.D.)
Columbia University in the City of New York 1996 — 2000
Bachelor of Arts (B.A.)
Universidad de Sevilla 1998 — 1998
Study Abroad Program
Jerrell Engermann's J.P. Morgan Private Bank Experience October 2012 - July 2015
Job Retirement Services Specialist at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
Merrill Lynch February 2010 - October 2012
Bank of America March 2008 - February 2010
Fidelity Investments 2005 - 2008
Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management
Education
Assumption College 1999 — 2003
BA, English
Empower Retirement July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
Merrill Lynch February 2010 - October 2012
Bank of America March 2008 - February 2010
Fidelity Investments 2005 - 2008
Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management
Education
Assumption College 1999 — 2003
BA, English
Brandy Oostman's J.P. Morgan Private Bank Experience March 2014 - Present
Job J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank March 2014 - Present
Physicians Interactive September 2013 - March 2014
Total Fire and Safety March 2012 - August 2013
Belle Engineering, Inc. September 2004 - January 2012
Aon January 2002 - September 2004
Aon Enterprise August 1999 - January 2002
Skills
Project Management, Analysis, IT Service Management, Program Management, Requirements Analysis, Management, Training, Business Analysis, Procurement, Sales, Budgets, Customer Satisfaction, Vendor Management, Contract Management, Enterprise Software, Contract Negotiation, Change Management, Process Improvement, Risk Management, PMO, Integration, Project Planning
Education
North Central College
Bachelor of Arts, Social Science and Education
College of DuPage
Associate of Arts
Glenbard South
Triton-College
General Business Study
J.P. Morgan Private Bank March 2014 - Present
Physicians Interactive September 2013 - March 2014
Total Fire and Safety March 2012 - August 2013
Belle Engineering, Inc. September 2004 - January 2012
Aon January 2002 - September 2004
Aon Enterprise August 1999 - January 2002
Skills
Project Management, Analysis, IT Service Management, Program Management, Requirements Analysis, Management, Training, Business Analysis, Procurement, Sales, Budgets, Customer Satisfaction, Vendor Management, Contract Management, Enterprise Software, Contract Negotiation, Change Management, Process Improvement, Risk Management, PMO, Integration, Project Planning
Education
North Central College
Bachelor of Arts, Social Science and Education
College of DuPage
Associate of Arts
Glenbard South
Triton-College
General Business Study
Joseph Crotty's J.P. Morgan Private Bank Experience June 2007 - November 2010
Job Commercial Analyst at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2014 - Present
Milford Street Capital March 2011 - May 2014
Morgan Stanley Smith Barney December 2010 - March 2011
J.P. Morgan Private Bank June 2007 - November 2010
Lazard Capital Markets October 2005 - June 2007
Excelsior Ventures January 2001 - June 2001
Exeter Snow Devils August 2000 - December 2000
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
BA, History, Markets & Management
Delbarton School 1996 — 2000
Kinder Morgan June 2014 - Present
Milford Street Capital March 2011 - May 2014
Morgan Stanley Smith Barney December 2010 - March 2011
J.P. Morgan Private Bank June 2007 - November 2010
Lazard Capital Markets October 2005 - June 2007
Excelsior Ventures January 2001 - June 2001
Exeter Snow Devils August 2000 - December 2000
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
BA, History, Markets & Management
Delbarton School 1996 — 2000
Andrew Hayes, CFA's J.P. Morgan Private Bank Experience August 2014 - Present
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank August 2012 - August 2014
JPMorgan Chase August 2011 - July 2012
JP Morgan Chase June 2010 - August 2010
Financial Services Volunteer Corps June 2009 - June 2010
BNY ConvergEx October 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
MSF Enterprises, LLC January 2009 - May 2009
Education
Fordham University 2007 — 2011
Bachelor of Science, Business Administration
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank August 2012 - August 2014
JPMorgan Chase August 2011 - July 2012
JP Morgan Chase June 2010 - August 2010
Financial Services Volunteer Corps June 2009 - June 2010
BNY ConvergEx October 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
MSF Enterprises, LLC January 2009 - May 2009
Education
Fordham University 2007 — 2011
Bachelor of Science, Business Administration
Jeff Dziama's J.P. Morgan Private Bank Experience 2010 - Present
Job
Industry
Experience
J.P. Morgan Private Bank 2010 - Present
Marquis Jet Partners 2005 - 2010
Fidelity Investments 2002 - 2004
Education
Boston College
J.P. Morgan Private Bank 2010 - Present
Marquis Jet Partners 2005 - 2010
Fidelity Investments 2002 - 2004
Education
Boston College
Elizabeth Baumann's J.P. Morgan Private Bank Experience July 2009 - July 2010
Job Associate Marketing Manager at Mattel, Inc.
Industry Consumer Goods
Experience
Mattel, Inc. August 2014 - Present
Kellogg School of Management June 2012 - June 2014
BlackRock July 2010 - June 2012
J.P. Morgan Private Bank July 2009 - July 2010
J.P. Morgan Private Bank July 2006 - June 2009
J.P. Morgan Private Bank May 2005 - August 2005
MACY'S, INC May 2004 - August 2004
Skills
Fixed Income, Equities, Bonds, Credit, Structured Finance, Finance, Balance Sheet, Microsoft Excel
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Entrepreneurship & Innovation
Emory University 2002 — 2006
B.A., Economics and Mathematics
Mattel, Inc. August 2014 - Present
Kellogg School of Management June 2012 - June 2014
BlackRock July 2010 - June 2012
J.P. Morgan Private Bank July 2009 - July 2010
J.P. Morgan Private Bank July 2006 - June 2009
J.P. Morgan Private Bank May 2005 - August 2005
MACY'S, INC May 2004 - August 2004
Skills
Fixed Income, Equities, Bonds, Credit, Structured Finance, Finance, Balance Sheet, Microsoft Excel
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Entrepreneurship & Innovation
Emory University 2002 — 2006
B.A., Economics and Mathematics
Albert Kao's J.P. Morgan Private Bank Experience July 2011 - June 2013
Job Associate, Planning and Analysis at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Global Commodities Group February 2015 - Present
J.P. Morgan Global Commodities Group June 2013 - January 2015
J.P. Morgan Private Bank July 2011 - June 2013
UBS Financial Services January 2010 - August 2010
James F. Reda & Associates, a divison of Gallagher Benefit Services May 2009 - August 2009
West End Advisors June 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Finance, Financial Services, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Private Banking, Wealth Management, Essbase, Cognos, Forecasting, Analysis, Data Analysis, Planning Budgeting &..., Revenue Forecasting
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (B.S.), Financial Engineering
J.P. Morgan Global Commodities Group February 2015 - Present
J.P. Morgan Global Commodities Group June 2013 - January 2015
J.P. Morgan Private Bank July 2011 - June 2013
UBS Financial Services January 2010 - August 2010
James F. Reda & Associates, a divison of Gallagher Benefit Services May 2009 - August 2009
West End Advisors June 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Finance, Financial Services, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Private Banking, Wealth Management, Essbase, Cognos, Forecasting, Analysis, Data Analysis, Planning Budgeting &..., Revenue Forecasting
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (B.S.), Financial Engineering
Kristen Fernandes's J.P. Morgan Private Bank Experience August 2014 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan June 2013 - August 2013
Holliday Fenoglio Fowler June 2012 - May 2013
Goldman Sachs June 2010 - June 2012
Cornell University January 2007 - May 2010
Goldman Sachs June 2009 - August 2009
Financial Times September 2008 - December 2008
Capital Hotel Management May 2008 - August 2008
Four Seasons Hotels and Resorts May 2007 - August 2007
Skills
Real Estate Development, Hospitality, Financial Analysis, Strategic Planning, Project Management, Due Diligence, Market Research, Marketing, ARGUS, AutoCAD, Real Estate, Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2006 — 2010
B.S., Hotel Administration, Minor in Real Estate
Boston University, London Campus 2008 — 2008
Semester Abroad
Pingree School 2002 — 2006
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan June 2013 - August 2013
Holliday Fenoglio Fowler June 2012 - May 2013
Goldman Sachs June 2010 - June 2012
Cornell University January 2007 - May 2010
Goldman Sachs June 2009 - August 2009
Financial Times September 2008 - December 2008
Capital Hotel Management May 2008 - August 2008
Four Seasons Hotels and Resorts May 2007 - August 2007
Skills
Real Estate Development, Hospitality, Financial Analysis, Strategic Planning, Project Management, Due Diligence, Market Research, Marketing, ARGUS, AutoCAD, Real Estate, Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2006 — 2010
B.S., Hotel Administration, Minor in Real Estate
Boston University, London Campus 2008 — 2008
Semester Abroad
Pingree School 2002 — 2006
Cassandra Puhalla's J.P. Morgan Private Bank Experience July 2011 - July 2014
Job Associate
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Private Bank July 2011 - July 2014
J.P. Morgan Private Bank June 2010 - August 2010
Deepwater Wind June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Bloomberg, Analysis, Series 7, Series 63, Corporate Finance
Education
Brown University 2007 — 2011
Bachelor of Arts, Commerce, Organizations, & Entrepreneurship
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Private Bank July 2011 - July 2014
J.P. Morgan Private Bank June 2010 - August 2010
Deepwater Wind June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Bloomberg, Analysis, Series 7, Series 63, Corporate Finance
Education
Brown University 2007 — 2011
Bachelor of Arts, Commerce, Organizations, & Entrepreneurship
Brian Bovino's J.P. Morgan Private Bank Experience August 2013 - September 2014
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
Eileen Krueger Hoffman's J.P. Morgan Private Bank Experience April 2015 - Present
Job VP Alternative Investments at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank April 2015 - Present
HSBC Private Bank July 2006 - April 2015
UBS Wealth Management May 1999 - June 2006
Skills
Alternative Investments, Banking, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investments, Wealth Management, Marketing, Equities, Risk Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA), Finance and Marketing
Vassar College 1993 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
J.P. Morgan Private Bank April 2015 - Present
HSBC Private Bank July 2006 - April 2015
UBS Wealth Management May 1999 - June 2006
Skills
Alternative Investments, Banking, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investments, Wealth Management, Marketing, Equities, Risk Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA), Finance and Marketing
Vassar College 1993 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Sherin Khona's J.P. Morgan Private Bank Experience September 2013 - 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
Michelle Zaker's J.P. Morgan Private Bank Experience September 2009 - September 2013
Job Underwriting Team Supervisor
Industry Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan September 2013 - February 2014
J.P. Morgan Private Bank September 2009 - September 2013
HSBC June 2004 - May 2009
Household Retail Services October 1998 - June 2004
Skills
Credit, Microsoft Excel, Loans, Banking, Mortgage Lending, Finance, Portfolio Management, Mortgage Underwriting, Underwriting, Call Centers, Financial Services, Auditing, Training, Customer Service, Credit Cards, Cash Flow, Financial Structuring, Credit Analysis, Financial Analysis, Credit Risk, Risk Management, Loan Origination, Mortgage Banking
Education
Benedictine University 2008 — 2011
M.B.A., Finance
University of Phoenix 2003 — 2008
B.S., Finance
J.P. Morgan February 2014 - Present
J.P. Morgan September 2013 - February 2014
J.P. Morgan Private Bank September 2009 - September 2013
HSBC June 2004 - May 2009
Household Retail Services October 1998 - June 2004
Skills
Credit, Microsoft Excel, Loans, Banking, Mortgage Lending, Finance, Portfolio Management, Mortgage Underwriting, Underwriting, Call Centers, Financial Services, Auditing, Training, Customer Service, Credit Cards, Cash Flow, Financial Structuring, Credit Analysis, Financial Analysis, Credit Risk, Risk Management, Loan Origination, Mortgage Banking
Education
Benedictine University 2008 — 2011
M.B.A., Finance
University of Phoenix 2003 — 2008
B.S., Finance
Jaimi Dennehy's J.P. Morgan Private Bank Experience 2009 - Present
Job Investment Associate J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank 2009 - Present
Art with Heart September 2013 - Present
Charles Schwab Trust Company 2008 - 2009
Charles Schwab Institutional 2005 - 2008
Skills
Equities, Financial Analysis, Financial Modeling, Investments, Nonprofits, Portfolio Management, Program Management, Series 7, Training
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Finance, Finance and Global Business
J.P. Morgan Private Bank 2009 - Present
Art with Heart September 2013 - Present
Charles Schwab Trust Company 2008 - 2009
Charles Schwab Institutional 2005 - 2008
Skills
Equities, Financial Analysis, Financial Modeling, Investments, Nonprofits, Portfolio Management, Program Management, Series 7, Training
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Finance, Finance and Global Business
Greg Kallman's J.P. Morgan Private Bank Experience July 2014 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
J.P. Morgan Private Bank June 2010 - August 2010
Education
Cornell University 2007 — 2011
Bachelor of Science (B.S.), Applied Economics and Management
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
J.P. Morgan Private Bank June 2010 - August 2010
Education
Cornell University 2007 — 2011
Bachelor of Science (B.S.), Applied Economics and Management
B. Michael Marino's J.P. Morgan Private Bank Experience March 2013 - Present
Job Managing Director & Southeast Market Manager at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank March 2013 - Present
J.P. Morgan 1999 - 2013
Salomon Smith Barney 1994 - 1999
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Alternative Investments, Venture Capital, Investments
Education
Emory University
Vanderbilt University
J.P. Morgan Private Bank March 2013 - Present
J.P. Morgan 1999 - 2013
Salomon Smith Barney 1994 - 1999
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Alternative Investments, Venture Capital, Investments
Education
Emory University
Vanderbilt University
Patrick Docteroff's J.P. Morgan Private Bank Experience July 2008 - Present
Job Vice President at J.P. Morgan Private Banking
Industry Investment Management
Experience
J.P. Morgan Private Bank July 2008 - Present
Bear Stearns February 2001 - July 2008
Skills
Alternative Investments, Hedge Funds, Equities, Private Equity, Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Markets, Institutional Sales, Private Banking, Trading Systems, Capital Markets, Bloomberg, Series 7, Series 63, Structured Products, Derivatives, Foreign Exchange, Fixed Income
Education
Florida State University 1996 — 2000
Bachelor of Science (B.Sc.), Finance, General
J.P. Morgan Private Bank July 2008 - Present
Bear Stearns February 2001 - July 2008
Skills
Alternative Investments, Hedge Funds, Equities, Private Equity, Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Markets, Institutional Sales, Private Banking, Trading Systems, Capital Markets, Bloomberg, Series 7, Series 63, Structured Products, Derivatives, Foreign Exchange, Fixed Income
Education
Florida State University 1996 — 2000
Bachelor of Science (B.Sc.), Finance, General
Ellen W. Chu's J.P. Morgan Private Bank Experience February 2014 - June 2015
Job Business Development & Partnerships at BaubleBar Inc.
Industry Retail
Experience
BaubleBar Inc. June 2015 - Present
J.P. Morgan Private Bank February 2014 - June 2015
J.P. Morgan Private Bank March 2013 - January 2014
Weber Shandwick July 2012 - March 2013
APCO Worldwide August 2011 - January 2012
Weber Shandwick June 2011 - August 2011
Skills
Marketing Communications, Strategic Planning, Project Management, Marketing Operations, Qualitative Research, Budget Management, Chinese, French, Strategic Communications, Nonprofits, Fundraising, Public Speaking
Education
Princeton University 2008 — 2012
AB, History of Science
Beijing Normal University 2009 — 2009
Princeton in Beijing, Fourth-Year Modern Chinese
Trinity School 2001 — 2008
Prep for Prep
BaubleBar Inc. June 2015 - Present
J.P. Morgan Private Bank February 2014 - June 2015
J.P. Morgan Private Bank March 2013 - January 2014
Weber Shandwick July 2012 - March 2013
APCO Worldwide August 2011 - January 2012
Weber Shandwick June 2011 - August 2011
Skills
Marketing Communications, Strategic Planning, Project Management, Marketing Operations, Qualitative Research, Budget Management, Chinese, French, Strategic Communications, Nonprofits, Fundraising, Public Speaking
Education
Princeton University 2008 — 2012
AB, History of Science
Beijing Normal University 2009 — 2009
Princeton in Beijing, Fourth-Year Modern Chinese
Trinity School 2001 — 2008
Prep for Prep
Christina Eng's J.P. Morgan Private Bank Experience June 2015 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2015 - Present
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
The Weitzman Group, Inc. June 2012 - August 2012
The Statler Hotel May 2011 - May 2012
Iron Hound Management Company, LLC May 2010 - June 2010
Skills
Hospitality, Microsoft Excel, Microsoft Office..., Microsoft Word, PowerPoint, Access Database, Delphi, Hospitality Management, Event Management, Hotels, Leadership
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.)
Oak Knoll School 2007 — 2010
High School Diploma
J.P. Morgan Private Bank June 2015 - Present
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
The Weitzman Group, Inc. June 2012 - August 2012
The Statler Hotel May 2011 - May 2012
Iron Hound Management Company, LLC May 2010 - June 2010
Skills
Hospitality, Microsoft Excel, Microsoft Office..., Microsoft Word, PowerPoint, Access Database, Delphi, Hospitality Management, Event Management, Hotels, Leadership
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.)
Oak Knoll School 2007 — 2010
High School Diploma
Ray Sorrentini's J.P. Morgan Private Bank Experience 2011 - Present
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank 2011 - Present
Goldman Sachs 2010 - 2010
Citi 2004 - 2009
Salomon Smith Barney 2002 - 2004
Education
Duke University - Fuqua School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Connecticut
Bachelor of Arts (B.A.)
J.P. Morgan Private Bank 2011 - Present
Goldman Sachs 2010 - 2010
Citi 2004 - 2009
Salomon Smith Barney 2002 - 2004
Education
Duke University - Fuqua School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Connecticut
Bachelor of Arts (B.A.)
Bill Alt's J.P. Morgan Private Bank Experience July 2013 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2013 - Present
Stark Investments April 2011 - June 2013
Stark Investments July 2007 - April 2011
Education
DePaul University 2006 — 2008
Master of Science (M.S.), Finance
Michigan State University 2003 — 2006
Bachelor of Arts (B.A.), Finance
J.P. Morgan Private Bank July 2013 - Present
Stark Investments April 2011 - June 2013
Stark Investments July 2007 - April 2011
Education
DePaul University 2006 — 2008
Master of Science (M.S.), Finance
Michigan State University 2003 — 2006
Bachelor of Arts (B.A.), Finance