J.P. Morgan Private Bank
J.P. Morgan Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
J.P. Morgan Private Bank Salaries. You can even request information on how much does J.P. Morgan Private Bank pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan Private Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
539 J.P. Morgan Private Bank employees in database. Find out everything there's to know about J.P. Morgan Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Private Bank Employees
Employee
Years
Job
Industry
Jessica Pfeiffenberger Jessica Pfeiffenberger's J.P. Morgan Private Bank Experience March 2014 - Present
Job Executive Director at J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank March 2014 - Present
J.P. Morgan Private Bank June 2008 - February 2014
J.P. Morgan Private Bank April 2006 - June 2008
JPMorgan Chase August 2004 - March 2006
Skills
Portfolio Management, Equities, Fixed Income, Hedge Funds, Product Development, Product Marketing, Asset Allocation, Private Banking, Asset Management, Mutual Funds, Bloomberg, Alternative Investments
Education
Ohio University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Management and Strategic Leadership
J.P. Morgan Private Bank March 2014 - Present
J.P. Morgan Private Bank June 2008 - February 2014
J.P. Morgan Private Bank April 2006 - June 2008
JPMorgan Chase August 2004 - March 2006
Skills
Portfolio Management, Equities, Fixed Income, Hedge Funds, Product Development, Product Marketing, Asset Allocation, Private Banking, Asset Management, Mutual Funds, Bloomberg, Alternative Investments
Education
Ohio University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Management and Strategic Leadership
Paul Rajca Paul Rajca's J.P. Morgan Private Bank Experience March 2015 - Present
Job Operations Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan - Private Bank March 2015 - Present
J.P. Morgan - Private Bank January 2014 - March 2015
J.P. Morgan - Private Bank December 2012 - January 2014
Chase Private Client Branch December 2010 - December 2012
Martin Nissan May 2006 - December 2010
Skills
Microsoft Office, Software, Operating Systems, Risk Management, Training, Auditing, Management, Credit, Insurance, Customer Service, Banking, Loans, Accounting, Leadership, Time Management, Finance, Portfolio Management, Financial Services, Financial Analysis
Education
Northeastern Illinois University 2008 — 2010
B.A., Business Finance
J.P. Morgan - Private Bank March 2015 - Present
J.P. Morgan - Private Bank January 2014 - March 2015
J.P. Morgan - Private Bank December 2012 - January 2014
Chase Private Client Branch December 2010 - December 2012
Martin Nissan May 2006 - December 2010
Skills
Microsoft Office, Software, Operating Systems, Risk Management, Training, Auditing, Management, Credit, Insurance, Customer Service, Banking, Loans, Accounting, Leadership, Time Management, Finance, Portfolio Management, Financial Services, Financial Analysis
Education
Northeastern Illinois University 2008 — 2010
B.A., Business Finance
Natalia Coelho Natalia Coelho's J.P. Morgan Private Bank Experience Incoming Private Banking Summer AnalystJ.P. MorganMay 2014 - August 2014
Job Incoming Private Banking Summer Analyst at J.P. Morgan at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank Incoming Private Banking Summer AnalystJ.P. MorganMay 2014 - August 2014
Federação das Indústrias do Estado da Bahia (FIEB) May 2013 - June 2013
Brazilian Embassy in Washington DC February 2013 - April 2013
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Teamwork, English, International Relations, Public Speaking, Social Media, Customer Service, Spanish, Financial Analysis, French, Data Analysis, Leadership, Analysis, Event Planning, Team Leadership
Education
Georgetown University 2011 — 2015
Bachelor of Science (BS), International Relations and Affairs
Sciences Po 2013 — 2013
Study Abroad Program
Pan American School of Bahia 2000 — 2011
High School
Leysin American School 2009 — 2010
High School
J.P. Morgan Private Bank Incoming Private Banking Summer AnalystJ.P. MorganMay 2014 - August 2014
Federação das Indústrias do Estado da Bahia (FIEB) May 2013 - June 2013
Brazilian Embassy in Washington DC February 2013 - April 2013
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Teamwork, English, International Relations, Public Speaking, Social Media, Customer Service, Spanish, Financial Analysis, French, Data Analysis, Leadership, Analysis, Event Planning, Team Leadership
Education
Georgetown University 2011 — 2015
Bachelor of Science (BS), International Relations and Affairs
Sciences Po 2013 — 2013
Study Abroad Program
Pan American School of Bahia 2000 — 2011
High School
Leysin American School 2009 — 2010
High School
Caroline Reilly Caroline Reilly's J.P. Morgan Private Bank Experience September 2010 - February 2014
Job Research Assistant at Decade Capital
Industry Financial Services
Experience
Decade Capital LLC August 2015 - Present
JAT Capital Management, L.P. April 2014 - July 2015
J.P. Morgan Private Bank September 2010 - February 2014
Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, Banking, PowerPoint, Equities, Bloomberg, Office Management, Access, Investment Banking, Microsoft Office
Education
Roger Williams University 2006 — 2010
Bachelor of Science (BS), Clinical Psychology
Darien High School
Decade Capital LLC August 2015 - Present
JAT Capital Management, L.P. April 2014 - July 2015
J.P. Morgan Private Bank September 2010 - February 2014
Skills
Administrative..., Outlook, Microsoft Excel, Lotus Notes, Banking, PowerPoint, Equities, Bloomberg, Office Management, Access, Investment Banking, Microsoft Office
Education
Roger Williams University 2006 — 2010
Bachelor of Science (BS), Clinical Psychology
Darien High School
Justin S. James, MBA Justin S. James, MBA's J.P. Morgan Private Bank Experience June 2013 - Present
Job Client Service Associate at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank June 2013 - Present
Pasadena ISD January 2009 - June 2013
Galleria Marketing June 2010 - July 2010
ECC Language School
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Insurance, Risk Management, Oracle, Microsoft Excel, MS Excel Pivot Tables, SAP, Education, Marketing Communications, Business Analysis, Statistical Data..., Teaching English as a..., Business English, English Literature, English language skills, Supply Chain, Marketing Strategy, Leadership, Teaching, ESL, Management, Team Leadership, Program Management, Finance, Research, Marketing, Customer Service, SQL
Education
University of Houston-Clear Lake 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Texas A&M University 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
J.P. Morgan Private Bank June 2013 - Present
Pasadena ISD January 2009 - June 2013
Galleria Marketing June 2010 - July 2010
ECC Language School
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Insurance, Risk Management, Oracle, Microsoft Excel, MS Excel Pivot Tables, SAP, Education, Marketing Communications, Business Analysis, Statistical Data..., Teaching English as a..., Business English, English Literature, English language skills, Supply Chain, Marketing Strategy, Leadership, Teaching, ESL, Management, Team Leadership, Program Management, Finance, Research, Marketing, Customer Service, SQL
Education
University of Houston-Clear Lake 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Texas A&M University 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Craig Swann, CFA Craig Swann, CFA's J.P. Morgan Private Bank Experience June 2013 - May 2015
Job Relationship Manager at Credit Suisse Private Bank
Industry Investment Management
Experience
Credit Suisse May 2015 - Present
J.P. Morgan Private Bank June 2013 - May 2015
Westpark Capital, L.P. June 2012 - May 2013
PineBridge Investments April 2006 - June 2012
SMU Radio Network August 2000 - December 2008
Capital One Southcoast Capital May 2004 - April 2006
Bank of America August 2002 - June 2004
Morgan Stanley Wealth Management May 1998 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), History
Credit Suisse May 2015 - Present
J.P. Morgan Private Bank June 2013 - May 2015
Westpark Capital, L.P. June 2012 - May 2013
PineBridge Investments April 2006 - June 2012
SMU Radio Network August 2000 - December 2008
Capital One Southcoast Capital May 2004 - April 2006
Bank of America August 2002 - June 2004
Morgan Stanley Wealth Management May 1998 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), History
Michael Levenson Michael Levenson's J.P. Morgan Private Bank Experience July 2010 - August 2012
Job CoFounder & CEO at Present Value
Industry Internet
Experience
Present Value September 2012 - Present
J.P. Morgan Private Bank July 2010 - August 2012
J.P. Morgan July 2008 - June 2010
Skills
Series 7, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Securities, Private Equity, Asset Management, Series 63, Asset Managment, Wealth Management, Asset Allocation, Fixed Income, Mutual Funds, Credit, Digital Marketing, Google Analytics, Google Adwords, Online Advertising, Social Media Marketing, Electronic Payment..., Credit Card Transaction..., Operations Management
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor’s Degree, Finance and Entrepreneurship & Emerging Enterprises
Present Value September 2012 - Present
J.P. Morgan Private Bank July 2010 - August 2012
J.P. Morgan July 2008 - June 2010
Skills
Series 7, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Securities, Private Equity, Asset Management, Series 63, Asset Managment, Wealth Management, Asset Allocation, Fixed Income, Mutual Funds, Credit, Digital Marketing, Google Analytics, Google Adwords, Online Advertising, Social Media Marketing, Electronic Payment..., Credit Card Transaction..., Operations Management
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor’s Degree, Finance and Entrepreneurship & Emerging Enterprises
Henry Lanier's J.P. Morgan Private Bank Experience June 2011 - August 2011
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - September 2015
J.P. Morgan Private Bank June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, VBA, Financial Modeling, Research, Capital Markets, Fixed Income
Education
Haverford College 2008 — 2012
Bachelor’s Degree, Political Science and Government
Phillips Exeter Academy
New York University
Professional Certification in Financial Analysis
J.P. Morgan Asset Management July 2012 - September 2015
J.P. Morgan Private Bank June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, VBA, Financial Modeling, Research, Capital Markets, Fixed Income
Education
Haverford College 2008 — 2012
Bachelor’s Degree, Political Science and Government
Phillips Exeter Academy
New York University
Professional Certification in Financial Analysis
Trevor Woods Trevor Woods's J.P. Morgan Private Bank Experience July 2011 - June 2012
Job Account Manager at Zayo Group
Industry Telecommunications
Experience
Zayo Group February 2015 - Present
Zayo Group March 2014 - January 2015
J.P. Morgan Private Bank July 2011 - June 2012
Accenture June 2010 - August 2010
MarketSphere Consulting July 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Leadership, Telecommunications, Direct Sales, Solution Selling, Salesforce.com, Microsoft Excel, Team Leadership, Public Speaking, PowerPoint, Academic Achievement, Forecasting, Management, Customer Retention, Account Management
Education
Clic International House 2012 — 2013
Spanish Language
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Finance with Leadership Emphasis
Zayo Group February 2015 - Present
Zayo Group March 2014 - January 2015
J.P. Morgan Private Bank July 2011 - June 2012
Accenture June 2010 - August 2010
MarketSphere Consulting July 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Leadership, Telecommunications, Direct Sales, Solution Selling, Salesforce.com, Microsoft Excel, Team Leadership, Public Speaking, PowerPoint, Academic Achievement, Forecasting, Management, Customer Retention, Account Management
Education
Clic International House 2012 — 2013
Spanish Language
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Finance with Leadership Emphasis
Jayson Gitt Jayson Gitt's J.P. Morgan Private Bank Experience July 2010 - February 2014
Job President at Dana Point Capital
Industry Investment Banking
Experience
Dana Point Capital February 2014 - Present
CV Brokerage, Inc. February 2014 - Present
J.P. Morgan Private Bank July 2010 - February 2014
Capital West Securities, Inc. October 2007 - July 2010
Korea Nazarene University Language Institute July 2006 - July 2007
Skills
Venture Capital, Corporate Finance, Asset Management, Financial Analysis, Mergers, Securities, Mergers & Acquisitions, Financial Markets, Finance, Investments, Equities, Investment Banking, Valuation, Alternative Investments, Due Diligence, Private Equity
Education
Southern Nazarene University 2001 — 2005
Bachelor's, Finance & Accounting
Dakota Ridge High School 1997 — 2001
Dana Point Capital February 2014 - Present
CV Brokerage, Inc. February 2014 - Present
J.P. Morgan Private Bank July 2010 - February 2014
Capital West Securities, Inc. October 2007 - July 2010
Korea Nazarene University Language Institute July 2006 - July 2007
Skills
Venture Capital, Corporate Finance, Asset Management, Financial Analysis, Mergers, Securities, Mergers & Acquisitions, Financial Markets, Finance, Investments, Equities, Investment Banking, Valuation, Alternative Investments, Due Diligence, Private Equity
Education
Southern Nazarene University 2001 — 2005
Bachelor's, Finance & Accounting
Dakota Ridge High School 1997 — 2001
Brittany Stump's J.P. Morgan Private Bank Experience July 2012 - Present
Job Associate J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank July 2012 - Present
J.P. Morgan Private Bank July 2010 - July 2012
JP Morgan Chase July 2008 - August 2010
Skills
Credit, High Net Worth..., Fixed Income, Equities, Series 7, Investments, Banking, Capital Markets, Hedge Funds, Portfolio Management, Securities, Series 63, Financial Services, Finance, Financial Modeling, Wealth Management, Derivatives, Asset Management
Education
Nova Southeastern University 2011 — 2012
Master of Business Administration (MBA), Finance
University at Albany, SUNY 2004 — 2008
B.S., Finance, Marketing
J.P. Morgan Private Bank July 2012 - Present
J.P. Morgan Private Bank July 2010 - July 2012
JP Morgan Chase July 2008 - August 2010
Skills
Credit, High Net Worth..., Fixed Income, Equities, Series 7, Investments, Banking, Capital Markets, Hedge Funds, Portfolio Management, Securities, Series 63, Financial Services, Finance, Financial Modeling, Wealth Management, Derivatives, Asset Management
Education
Nova Southeastern University 2011 — 2012
Master of Business Administration (MBA), Finance
University at Albany, SUNY 2004 — 2008
B.S., Finance, Marketing
Robert E. Long, Jr. Robert E. Long, Jr.'s J.P. Morgan Private Bank Experience August 2011 - October 2012
Job Vice President, Private Wealth Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
William Eli Strait's J.P. Morgan Private Bank Experience January 2014 - October 2014
Job Vice President Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
J.P. Morgan Private Bank January 2014 - October 2014
J.P. Morgan Private Bank June 2010 - December 2013
Chase Investment Services June 2008 - May 2010
Education
Gardner-Webb University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors, LLC October 2014 - Present
J.P. Morgan Private Bank January 2014 - October 2014
J.P. Morgan Private Bank June 2010 - December 2013
Chase Investment Services June 2008 - May 2010
Education
Gardner-Webb University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Maximiliano Degwitz Tamayo Maximiliano Degwitz Tamayo's J.P. Morgan Private Bank Experience June 2014 - August 2014
Job Summer Associate at J.P. Morgan Asset Management
Industry Banking
Experience
Strix Distribution July 2015 - Present
J.P. Morgan Private Bank June 2014 - August 2014
2002 Ponce, LLC July 2012 - May 2013
EDITORIAL NOTITARDE C.A June 2011 - August 2011
Editorial Notitarde C.A. June 2010 - August 2010
Skills
•Software: Microsoft..., •Fluent in Spanish, •Working Knowledge of..., Fixed Income, Strategic Financial..., Investments, Mergers, Finance, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Research, Strategy, Marketing Strategy, Analysis, Luxury Goods, Luxury Lifestyle, Mergers & Acquisitions, Hedge Funds, Spanish, Financial Planning
Education
Rice University 2013 — 2015
Master of Business Administration (MBA)
University of Miami - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Villanova University 2008 — 2009
Strix Distribution July 2015 - Present
J.P. Morgan Private Bank June 2014 - August 2014
2002 Ponce, LLC July 2012 - May 2013
EDITORIAL NOTITARDE C.A June 2011 - August 2011
Editorial Notitarde C.A. June 2010 - August 2010
Skills
•Software: Microsoft..., •Fluent in Spanish, •Working Knowledge of..., Fixed Income, Strategic Financial..., Investments, Mergers, Finance, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Research, Strategy, Marketing Strategy, Analysis, Luxury Goods, Luxury Lifestyle, Mergers & Acquisitions, Hedge Funds, Spanish, Financial Planning
Education
Rice University 2013 — 2015
Master of Business Administration (MBA)
University of Miami - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Villanova University 2008 — 2009
Philip Riportella's J.P. Morgan Private Bank Experience May 2014 - Present
Job Alternative Investments Group, J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank May 2014 - Present
J.P. Morgan Private Bank November 2012 - April 2014
UBS Investment Bank January 2012 - August 2012
UBS Investment Bank August 2011 - January 2012
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Smithtown High School West 2003 — 2007
J.P. Morgan Private Bank May 2014 - Present
J.P. Morgan Private Bank November 2012 - April 2014
UBS Investment Bank January 2012 - August 2012
UBS Investment Bank August 2011 - January 2012
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Smithtown High School West 2003 — 2007
Brendan McGurk's J.P. Morgan Private Bank Experience September 2009 - February 2013
Job Principal Head of Learning & Development at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust March 2013 - December 2013
J.P. Morgan Private Bank September 2009 - February 2013
Bernstein Global Wealth Management September 2006 - September 2009
New Canaan High School September 2002 - September 2006
Skills
Wealth Management, Asset Allocation, Financial Modeling, Business Development, Investment Management, Learning Theory, Training
Education
Harvard University Graduate School of Education 2001 — 2002
Master of Arts (M.A.), Education
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (BA), History
Bessemer Trust January 2015 - Present
Bessemer Trust March 2013 - December 2013
J.P. Morgan Private Bank September 2009 - February 2013
Bernstein Global Wealth Management September 2006 - September 2009
New Canaan High School September 2002 - September 2006
Skills
Wealth Management, Asset Allocation, Financial Modeling, Business Development, Investment Management, Learning Theory, Training
Education
Harvard University Graduate School of Education 2001 — 2002
Master of Arts (M.A.), Education
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (BA), History
Tracy A. Gravius's J.P. Morgan Private Bank Experience March 2013 - Present
Job J.P.Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank March 2013 - Present
JPMorgan Chase, Chase Private Client April 2012 - March 2013
J.P. Morgan Private Wealth Management October 2009 - April 2012
J.P. Morgan Private Wealth Management December 2005 - October 2009
Skills
Private Banking, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Wealth Management..., Equities, Fixed Income, Real Estate Investor, Mutual Funds, Structured Investments, Investments, Derivatives, Separately Managed..., Personal Financial..., Credit, Portfolio Management
Education
Marist College 2004 — 2005
Paralegal Studies
Western Connecticut State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Supervisory Management
J.P. Morgan Private Bank March 2013 - Present
JPMorgan Chase, Chase Private Client April 2012 - March 2013
J.P. Morgan Private Wealth Management October 2009 - April 2012
J.P. Morgan Private Wealth Management December 2005 - October 2009
Skills
Private Banking, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Wealth Management..., Equities, Fixed Income, Real Estate Investor, Mutual Funds, Structured Investments, Investments, Derivatives, Separately Managed..., Personal Financial..., Credit, Portfolio Management
Education
Marist College 2004 — 2005
Paralegal Studies
Western Connecticut State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Supervisory Management
Christopher Zappy's J.P. Morgan Private Bank Experience November 2014 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank November 2014 - Present
Prudential Financial December 2011 - November 2014
Skills
Finance, Investments, Management, Sales, Leadership, Customer Service, Microsoft Office, Portfolio Management, Mutual Funds, Equities, Marketing, Asset Management, Financial Planning, Fixed Income, Data Analysis, Asset Allocation, Life Insurance, Sales Management, Fixed Annuities, Traditional IRA, Variable Annuities, Disability Insurance, Term Life Insurance, IRAs, Investment Management, Health Insurance, 401k, Recruiting, SEP IRA, 401k Rollovers, Annuity Sales, Employee Training, Portfolio Optimization, Investment Portfolios
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Finance, 4.0
J.P. Morgan Private Bank November 2014 - Present
Prudential Financial December 2011 - November 2014
Skills
Finance, Investments, Management, Sales, Leadership, Customer Service, Microsoft Office, Portfolio Management, Mutual Funds, Equities, Marketing, Asset Management, Financial Planning, Fixed Income, Data Analysis, Asset Allocation, Life Insurance, Sales Management, Fixed Annuities, Traditional IRA, Variable Annuities, Disability Insurance, Term Life Insurance, IRAs, Investment Management, Health Insurance, 401k, Recruiting, SEP IRA, 401k Rollovers, Annuity Sales, Employee Training, Portfolio Optimization, Investment Portfolios
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Finance, 4.0
Lindsay Della Giustina Lindsay Della Giustina's J.P. Morgan Private Bank Experience February 2013 - June 2015
Job J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank February 2013 - June 2015
J.P. Morgan Private Bank March 2011 - February 2013
SunTrust Bank November 2009 - March 2011
Citi Private Bank 2008 - 2009
Skills
Asset Allocation, Bloomberg, Portfolio Management, Investments, Private Banking, Investment Management, Fixed Income, Equities, Investment Strategies, Mutual Funds, Hedge Funds, Series 7, Capital Markets, Securities, Derivatives, Series 63, Banking, Financial Analysis, Trading, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S., Accounting and Finance
J.P. Morgan Private Bank February 2013 - June 2015
J.P. Morgan Private Bank March 2011 - February 2013
SunTrust Bank November 2009 - March 2011
Citi Private Bank 2008 - 2009
Skills
Asset Allocation, Bloomberg, Portfolio Management, Investments, Private Banking, Investment Management, Fixed Income, Equities, Investment Strategies, Mutual Funds, Hedge Funds, Series 7, Capital Markets, Securities, Derivatives, Series 63, Banking, Financial Analysis, Trading, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S., Accounting and Finance
Angie Carlson's J.P. Morgan Private Bank Experience August 2014 - Present
Job Vice President, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
Morgan Stanley Investment Management January 2012 - August 2014
Cain Capital LLC January 2001 - July 2011
Highland Capital Management, L.P. January 1997 - January 2001
Skills
Hold Series 7, Hold Series 66, Hold Series 3, Holds Series 31, Hold Series 65, NFA Registered, Investor Relations, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets
Education
Louisiana State University 1992 — 1995
International Trade & Finance; Minor in Economics
J.P. Morgan Private Bank August 2014 - Present
Morgan Stanley Investment Management January 2012 - August 2014
Cain Capital LLC January 2001 - July 2011
Highland Capital Management, L.P. January 1997 - January 2001
Skills
Hold Series 7, Hold Series 66, Hold Series 3, Holds Series 31, Hold Series 65, NFA Registered, Investor Relations, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets
Education
Louisiana State University 1992 — 1995
International Trade & Finance; Minor in Economics
Jordan C. Samfield Jordan C. Samfield's J.P. Morgan Private Bank Experience September 2014 - June 2015
Job Associate Relationship Manager at Frost Bank
Industry Financial Services
Experience
Frost Bank July 2015 - Present
J.P. Morgan Private Bank September 2014 - June 2015
New York Life Insurance Company / NYLIFE Securities LLC July 2012 - September 2014
ManClaw Enterprises LLC June 2010 - July 2012
Skills
Team Leadership, Sales Management, Process Improvement, Creative Problem Solving, Finance, Product Development, Employee Benefits, Time Management, Marketing Strategy, Management, Sales, Retirement Planning, Insurance, Leadership, Social Media, Life Insurance
Education
Texas State University-San Marcos 2006 — 2009
Bachelor of Business Administration (BBA), Management
Frost Bank July 2015 - Present
J.P. Morgan Private Bank September 2014 - June 2015
New York Life Insurance Company / NYLIFE Securities LLC July 2012 - September 2014
ManClaw Enterprises LLC June 2010 - July 2012
Skills
Team Leadership, Sales Management, Process Improvement, Creative Problem Solving, Finance, Product Development, Employee Benefits, Time Management, Marketing Strategy, Management, Sales, Retirement Planning, Insurance, Leadership, Social Media, Life Insurance
Education
Texas State University-San Marcos 2006 — 2009
Bachelor of Business Administration (BBA), Management
Hilary Goldsmith Hilary Goldsmith's J.P. Morgan Private Bank Experience June 2015 - Present
Job Summer Associate at J.P. Morgan Private Bank
Industry Fine Art
Experience
J.P. Morgan Private Bank June 2015 - Present
NYU Stern School of Business August 2014 - Present
Grey Area September 2013 - June 2014
Leo Koenig, Inc. January 2013 - August 2013
Meredith Ward Fine Art August 2010 - January 2013
n/a 2010 - 2013
Kasia Kay Art Projects June 2009 - May 2010
The School of the Art Institue of Chicago September 2008 - May 2010
Art Dealers Associate of Chicago January 2009 - June 2009
The Kitchen January 2008 - August 2008
Skills
Fine Art, Contemporary Art, Art, Photoshop, Photography, Painting, Art History, Galleries, Drawing, Curating, Social Media, Editing, Visual Arts, Illustrator, Sculpture, Research, Microsoft Office, Creative Writing, Art Exhibitions
Education
The School of the Art Institute of Chicago 2008 — 2010
Master of Arts (MA), Modern Art History, Criticism and Theory
The University of Texas at Austin 2004 — 2007
Bachelor of Arts (BA), Government and Art History
New York University - Leonard N. Stern School of Business
J.P. Morgan Private Bank June 2015 - Present
NYU Stern School of Business August 2014 - Present
Grey Area September 2013 - June 2014
Leo Koenig, Inc. January 2013 - August 2013
Meredith Ward Fine Art August 2010 - January 2013
n/a 2010 - 2013
Kasia Kay Art Projects June 2009 - May 2010
The School of the Art Institue of Chicago September 2008 - May 2010
Art Dealers Associate of Chicago January 2009 - June 2009
The Kitchen January 2008 - August 2008
Skills
Fine Art, Contemporary Art, Art, Photoshop, Photography, Painting, Art History, Galleries, Drawing, Curating, Social Media, Editing, Visual Arts, Illustrator, Sculpture, Research, Microsoft Office, Creative Writing, Art Exhibitions
Education
The School of the Art Institute of Chicago 2008 — 2010
Master of Arts (MA), Modern Art History, Criticism and Theory
The University of Texas at Austin 2004 — 2007
Bachelor of Arts (BA), Government and Art History
New York University - Leonard N. Stern School of Business
Rehan Chaudhry's J.P. Morgan Private Bank Experience September 2008 - April 2012
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management April 2012 - Present
J.P. Morgan Private Bank September 2008 - April 2012
J.P. Morgan Private Bank September 2006 - September 2008
J.P. Morgan Private Bank September 2004 - September 2006
J.P. Morgan Investment Bank January 2003 - September 2004
J.P. Morgan January 2001 - January 2003
Skills
Private Equity, Hedge Funds, Investments, Valuation, Equities, Alternative Investments, Due Diligence, Venture Capital, Investment Banking, Fixed Income, Portfolio Management, Strategic Financial..., Wealth Management, Asset Allocation, Trading, Equity Research, Investment Management, Financial Risk
Education
La Salle University 1996 — 2000
BS, Finance & Information Technology
BNY Mellon Wealth Management April 2012 - Present
J.P. Morgan Private Bank September 2008 - April 2012
J.P. Morgan Private Bank September 2006 - September 2008
J.P. Morgan Private Bank September 2004 - September 2006
J.P. Morgan Investment Bank January 2003 - September 2004
J.P. Morgan January 2001 - January 2003
Skills
Private Equity, Hedge Funds, Investments, Valuation, Equities, Alternative Investments, Due Diligence, Venture Capital, Investment Banking, Fixed Income, Portfolio Management, Strategic Financial..., Wealth Management, Asset Allocation, Trading, Equity Research, Investment Management, Financial Risk
Education
La Salle University 1996 — 2000
BS, Finance & Information Technology
Eve Rodsky Eve Rodsky's J.P. Morgan Private Bank Experience 2007 - 2009
Job Principal at Philanthropy Advisory Group
Industry Philanthropy
Experience
Philanthropy Advisory Group March 2012 - Present
Jewish Funders Network January 2008 - March 2012
J.P. Morgan Private Bank 2007 - 2009
Advocates for Children of New York 2005 - 2007
Sullivan & Cromwell LLP 2002 - 2005
Skills
Non-profits, Public Speaking, Strategic Planning, Philanthropy, Family Foundation..., Due Diligence, Legal Compliance, Donor Intent Planning, Program Facilitation, Expenditure..., Document Drafting
Education
Harvard Law School 1999 — 2002
Doctor of Law (JD)
University of Michigan 1994 — 1998
Bachelor of Arts (B.A.), Economics
Philanthropy Advisory Group March 2012 - Present
Jewish Funders Network January 2008 - March 2012
J.P. Morgan Private Bank 2007 - 2009
Advocates for Children of New York 2005 - 2007
Sullivan & Cromwell LLP 2002 - 2005
Skills
Non-profits, Public Speaking, Strategic Planning, Philanthropy, Family Foundation..., Due Diligence, Legal Compliance, Donor Intent Planning, Program Facilitation, Expenditure..., Document Drafting
Education
Harvard Law School 1999 — 2002
Doctor of Law (JD)
University of Michigan 1994 — 1998
Bachelor of Arts (B.A.), Economics
Blake Ellis's J.P. Morgan Private Bank Experience February 2009 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2009 - Present
PricewaterhouseCoopers Limited August 2007 - February 2009
Skills
Certified Public..., CPA, Financial Modeling, Financial Reporting, Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degrees:, Finance, Accounting, International Studies
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
J.P. Morgan Private Bank February 2009 - Present
PricewaterhouseCoopers Limited August 2007 - February 2009
Skills
Certified Public..., CPA, Financial Modeling, Financial Reporting, Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degrees:, Finance, Accounting, International Studies
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Alice Singh, CFA's J.P. Morgan Private Bank Experience June 2013 - August 2013
Job Associate at C.M. Capital Advisors
Industry Investment Management
Experience
C.M. Capital Advisors March 2015 - Present
University of California October 2014 - March 2015
J.P. Morgan Private Bank June 2013 - August 2013
Cambridge Associates January 2008 - August 2012
Wellington Management August 2007 - November 2007
South Shore Charter Public School August 2005 - June 2007
Skills
Investments, Asset Allocation, Valuation, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Venture Capital, Data Analysis, Bloomberg, Portfolio Management, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
HKUST
University of California, Berkeley 2003 — 2005
MA, Developmental Teacher Education
Stanford University 1997 — 2001
BA, Comparative Literature Major, Spanish Minor
C.M. Capital Advisors March 2015 - Present
University of California October 2014 - March 2015
J.P. Morgan Private Bank June 2013 - August 2013
Cambridge Associates January 2008 - August 2012
Wellington Management August 2007 - November 2007
South Shore Charter Public School August 2005 - June 2007
Skills
Investments, Asset Allocation, Valuation, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Venture Capital, Data Analysis, Bloomberg, Portfolio Management, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
HKUST
University of California, Berkeley 2003 — 2005
MA, Developmental Teacher Education
Stanford University 1997 — 2001
BA, Comparative Literature Major, Spanish Minor
LaTrice Lyle LaTrice Lyle's J.P. Morgan Private Bank Experience June 2012 - August 2012
Job 2013 Corps Member at Teach For America
Industry Education Management
Experience
Teach For America March 2013 - Present
Management Leadership for Tomorrow May 2011 - Present
College of Family and Consumer Sciences April 2011 - Present
Peer Financial Counseling September 2010 - Present
Student Financial Planning Association September 2010 - Present
Impetus Today August 2010 - Present
J.P. Morgan Private Bank June 2012 - August 2012
Sponsors for Educational Opportunity February 2012 - August 2012
Bloomsbury Financial Planning June 2011 - July 2011
Department of University August 2010 - May 2011
Skills
Social Networking, Public Speaking, Microsoft Office, Community Outreach, PowerPoint, Mentoring, Career Development, Program Development
Education
The University of Georgia 2009 — 2013
B.S.F.C.S, Family Financial Planning
University of Georgia College of Family and Consumer Sciences 2009 — 2013
B.S.F.C.S, Family Financial Planning
Teach For America March 2013 - Present
Management Leadership for Tomorrow May 2011 - Present
College of Family and Consumer Sciences April 2011 - Present
Peer Financial Counseling September 2010 - Present
Student Financial Planning Association September 2010 - Present
Impetus Today August 2010 - Present
J.P. Morgan Private Bank June 2012 - August 2012
Sponsors for Educational Opportunity February 2012 - August 2012
Bloomsbury Financial Planning June 2011 - July 2011
Department of University August 2010 - May 2011
Skills
Social Networking, Public Speaking, Microsoft Office, Community Outreach, PowerPoint, Mentoring, Career Development, Program Development
Education
The University of Georgia 2009 — 2013
B.S.F.C.S, Family Financial Planning
University of Georgia College of Family and Consumer Sciences 2009 — 2013
B.S.F.C.S, Family Financial Planning
David Ogburn David Ogburn's J.P. Morgan Private Bank Experience October 2012 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank October 2012 - Present
Golub Group Investment Counsel August 2007 - November 2012
First Albany Capital (now Gleacher Securities) November 2002 - August 2007
Credit Suisse October 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1996 - October 2000
United States Navy July 1988 - July 1994
Skills
Equities, Capital Markets, Investments, Asset Allocation, Asset Management, New Business Development, Wealth Management, Wealth Preservation..., Intergenerational...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance/Entrepreneurial Management
Georgetown University 1984 — 1988
BSFS, Humanities and International Affairs
J.P. Morgan Private Bank October 2012 - Present
Golub Group Investment Counsel August 2007 - November 2012
First Albany Capital (now Gleacher Securities) November 2002 - August 2007
Credit Suisse October 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1996 - October 2000
United States Navy July 1988 - July 1994
Skills
Equities, Capital Markets, Investments, Asset Allocation, Asset Management, New Business Development, Wealth Management, Wealth Preservation..., Intergenerational...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance/Entrepreneurial Management
Georgetown University 1984 — 1988
BSFS, Humanities and International Affairs
Bret Farrington Bret Farrington's J.P. Morgan Private Bank Experience October 2007 - March 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2013 - Present
J.P. Morgan Private Bank October 2007 - March 2013
Windsor Financial Group January 2005 - October 2007
Piper Jaffray Corporate Client Services March 2001 - December 2004
Wells Fargo Private Asset Management March 1995 - February 2001
Skills
Asset Allocation, Estate Planning, Retirement Planning, Securities, Investment Advisory, Certified Investment..., Private Banking, Business Owner Planning, Gifting Strategies, Cash Flow Analysis, Private Foundations, Asset Protection, Life Insurance, Long Term Care Insurance, Multi-generational..., College Education..., Financial Planning, Financial Goals, Qualified Retirement..., Succession Planning, Alternative Investments, Financial Advisory, Asset Management, Finance, Mutual Funds, Financial Analysis, Investments, Portfolio Management, Equities
Education
Iowa State University - College of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors, LLC March 2013 - Present
J.P. Morgan Private Bank October 2007 - March 2013
Windsor Financial Group January 2005 - October 2007
Piper Jaffray Corporate Client Services March 2001 - December 2004
Wells Fargo Private Asset Management March 1995 - February 2001
Skills
Asset Allocation, Estate Planning, Retirement Planning, Securities, Investment Advisory, Certified Investment..., Private Banking, Business Owner Planning, Gifting Strategies, Cash Flow Analysis, Private Foundations, Asset Protection, Life Insurance, Long Term Care Insurance, Multi-generational..., College Education..., Financial Planning, Financial Goals, Qualified Retirement..., Succession Planning, Alternative Investments, Financial Advisory, Asset Management, Finance, Mutual Funds, Financial Analysis, Investments, Portfolio Management, Equities
Education
Iowa State University - College of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Benjamin M. Auslander's J.P. Morgan Private Bank Experience August 2010 - March 2014
Job Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
U.S. Trust September 2015 - Present
Veritable, LP May 2014 - August 2015
J.P. Morgan Private Bank August 2010 - March 2014
Goldman Sachs August 2004 - June 2010
Goldman Sachs August 1994 - August 2004
Salomon Brothers August 1990 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Union College 1986 — 1990
B.A., Economics/Ancient History
University of Oxford 1988 — 1988
PPE
Horace Greeley High 1982 — 1986
High School Diploma
U.S. Trust September 2015 - Present
Veritable, LP May 2014 - August 2015
J.P. Morgan Private Bank August 2010 - March 2014
Goldman Sachs August 2004 - June 2010
Goldman Sachs August 1994 - August 2004
Salomon Brothers August 1990 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Union College 1986 — 1990
B.A., Economics/Ancient History
University of Oxford 1988 — 1988
PPE
Horace Greeley High 1982 — 1986
High School Diploma
Rafael Couto, CFP® Rafael Couto, CFP®'s J.P. Morgan Private Bank Experience June 2014 - August 2014
Job Senior Consultant at EY
Industry Financial Services
Experience
EY June 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
J.P. Morgan Private Bank June 2014 - August 2014
Itaú Private Bank September 2012 - July 2013
Itau Private Bank June 2010 - September 2012
Citi December 2007 - June 2010
Citi March 2007 - December 2007
Citi January 2006 - March 2007
Best Western Premier Eden Resort & Suites December 2004 - April 2005
Best Western Kings Quarters Hotel December 2003 - March 2004
Skills
Financial Analysis, Fixed Income, Private Banking, Private Wealth..., Analytical Skills, Investment Management, Financial Planning, CRM, Financial Modeling, Manage Client..., Asset Allocation, Financial Advisory, Teamwork, Communication, Strategy, Financial Services, Consulting, Portfolio Management
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentracao em Financas
Fundação Dom Cabral 2012 — 2013
Especialização em gestão com enfase em finanças
IBMEC 2003 — 2008
Economia
ETFG BH 1999 — 2002
Tecnico em Administração
EY June 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
J.P. Morgan Private Bank June 2014 - August 2014
Itaú Private Bank September 2012 - July 2013
Itau Private Bank June 2010 - September 2012
Citi December 2007 - June 2010
Citi March 2007 - December 2007
Citi January 2006 - March 2007
Best Western Premier Eden Resort & Suites December 2004 - April 2005
Best Western Kings Quarters Hotel December 2003 - March 2004
Skills
Financial Analysis, Fixed Income, Private Banking, Private Wealth..., Analytical Skills, Investment Management, Financial Planning, CRM, Financial Modeling, Manage Client..., Asset Allocation, Financial Advisory, Teamwork, Communication, Strategy, Financial Services, Consulting, Portfolio Management
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentracao em Financas
Fundação Dom Cabral 2012 — 2013
Especialização em gestão com enfase em finanças
IBMEC 2003 — 2008
Economia
ETFG BH 1999 — 2002
Tecnico em Administração
Francis Perez's J.P. Morgan Private Bank Experience June 2013 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
Karl Abdelnour Karl Abdelnour's J.P. Morgan Private Bank Experience July 2011 - July 2012
Job FICC S&T
Industry Capital Markets
Experience
J.P. Morgan Investment Bank July 2013 - Present
J.P. Morgan Investment Bank July 2012 - July 2013
J.P. Morgan Private Bank July 2011 - July 2012
Skills
Fixed Income, Non Agency MBS, Applied Mathematics, VBA, Matlab, Bloomberg, Intex, Credit
Education
New York University 2009 — 2011
M.Sc., Mechanical Engineering
New York University 2005 — 2009
B.Sc., Mechanical Engineering
Loyola
J.P. Morgan Investment Bank July 2013 - Present
J.P. Morgan Investment Bank July 2012 - July 2013
J.P. Morgan Private Bank July 2011 - July 2012
Skills
Fixed Income, Non Agency MBS, Applied Mathematics, VBA, Matlab, Bloomberg, Intex, Credit
Education
New York University 2009 — 2011
M.Sc., Mechanical Engineering
New York University 2005 — 2009
B.Sc., Mechanical Engineering
Loyola
Larry Cohen's J.P. Morgan Private Bank Experience July 2010 - March 2011
Job CEO, Accelerated Computing Solutions
Industry Information Technology and Services
Experience
Accelerated Computing Solutions January 2007 - Present
Willowstone Capital Management January 2011 - October 2014
Experian April 2012 - February 2014
J.P. Morgan - Private Bank July 2010 - March 2011
Teradata Aster October 2009 - 2011
Tervela July 2008 - 2011
Tervela November 2008 - March 2009
Citigroup - High Frequency Trading 2008 - 2008
Citigroup - Architecture, Strategy, and Principal Investments 2007 - 2008
Citigroup - Citigroup Derivatives Markets, Inc. (CDMI) February 2006 - April 2007
Skills
SDLC, Testing, Software Development, Integration, Strategy, Test Automation, Agile Methodologies, Hedge Funds, Software Engineering, Test Planning, Cloud Computing, Linux, Unix, Analytics, Databases, Quality Assurance, Derivatives, Global Management, Software Design, Web Applications, System Architecture, Trading Systems, Equities, Capital Markets, Quality Center, High Performance..., Perl, Scalability, Management, Automation, Risk Management, Data Center, Enterprise Architecture, Security, Software Project..., Enterprise Software, Performance Tuning, Trading, Entrepreneurship, Agile Project Management, Distributed Systems, Vendor Relationship..., Vendor Management
Education
Stanford University 1981 — 1982
MSEE, Electrical Engineering
State University of New York at Stony Brook 1977 — 1981
BEEE, Electrical Engineering
Accelerated Computing Solutions January 2007 - Present
Willowstone Capital Management January 2011 - October 2014
Experian April 2012 - February 2014
J.P. Morgan - Private Bank July 2010 - March 2011
Teradata Aster October 2009 - 2011
Tervela July 2008 - 2011
Tervela November 2008 - March 2009
Citigroup - High Frequency Trading 2008 - 2008
Citigroup - Architecture, Strategy, and Principal Investments 2007 - 2008
Citigroup - Citigroup Derivatives Markets, Inc. (CDMI) February 2006 - April 2007
Skills
SDLC, Testing, Software Development, Integration, Strategy, Test Automation, Agile Methodologies, Hedge Funds, Software Engineering, Test Planning, Cloud Computing, Linux, Unix, Analytics, Databases, Quality Assurance, Derivatives, Global Management, Software Design, Web Applications, System Architecture, Trading Systems, Equities, Capital Markets, Quality Center, High Performance..., Perl, Scalability, Management, Automation, Risk Management, Data Center, Enterprise Architecture, Security, Software Project..., Enterprise Software, Performance Tuning, Trading, Entrepreneurship, Agile Project Management, Distributed Systems, Vendor Relationship..., Vendor Management
Education
Stanford University 1981 — 1982
MSEE, Electrical Engineering
State University of New York at Stony Brook 1977 — 1981
BEEE, Electrical Engineering
Katie Thomas, CFP ® Katie Thomas, CFP ®'s J.P. Morgan Private Bank Experience November 2011 - October 2012
Job Vice President at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC October 2012 - Present
J.P. Morgan Private Bank November 2011 - October 2012
Convergent Wealth Advisors July 2008 - November 2011
Bank of America October 2004 - July 2008
Skills
Alternative Investments, Investments, Loans, Financial Advisory, Banking, Investment Management, Equities, Fixed Income, Asset Allocation, Finance, Series 7, Wealth Management, Portfolio Management, Hedge Funds, Mutual Funds
Education
Penn State University 2000 — 2004
B.S. Accounting
Clearfield Area High School 1996 — 2000
Mill Creek Capital Advisors, LLC October 2012 - Present
J.P. Morgan Private Bank November 2011 - October 2012
Convergent Wealth Advisors July 2008 - November 2011
Bank of America October 2004 - July 2008
Skills
Alternative Investments, Investments, Loans, Financial Advisory, Banking, Investment Management, Equities, Fixed Income, Asset Allocation, Finance, Series 7, Wealth Management, Portfolio Management, Hedge Funds, Mutual Funds
Education
Penn State University 2000 — 2004
B.S. Accounting
Clearfield Area High School 1996 — 2000
Irinel De Leon's J.P. Morgan Private Bank Experience April 2012 - August 2014
Job Assistant Vice President, Client Experience at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management August 2014 - Present
J.P. Morgan Private Bank April 2012 - August 2014
The Gap Partnership June 2011 - September 2011
Nexar Capital LLC January 2011 - June 2011
Prudential Douglas Elliman Real Estate April 2009 - July 2009
Skills
Marketing, Account Management, Negotiation, Online Advertising, Strategic Planning, Business Development, Training, Microsoft Office, Team Building, Microsoft Excel, Social Media Marketing, PowerPoint, Sales, Marketing Strategy, Customer Service, Strategy, Email Marketing, Event Planning, Advertising
Education
NYU School of Professional Studies 2015 — 2015
Communications
Iona College 2006 — 2010
BBA, International Business, Minor: Marketing
American University of Rome 2008 — 2008
Study Abroad, International Business
Saunders Trade and Technical High School
Barclays Wealth and Investment Management August 2014 - Present
J.P. Morgan Private Bank April 2012 - August 2014
The Gap Partnership June 2011 - September 2011
Nexar Capital LLC January 2011 - June 2011
Prudential Douglas Elliman Real Estate April 2009 - July 2009
Skills
Marketing, Account Management, Negotiation, Online Advertising, Strategic Planning, Business Development, Training, Microsoft Office, Team Building, Microsoft Excel, Social Media Marketing, PowerPoint, Sales, Marketing Strategy, Customer Service, Strategy, Email Marketing, Event Planning, Advertising
Education
NYU School of Professional Studies 2015 — 2015
Communications
Iona College 2006 — 2010
BBA, International Business, Minor: Marketing
American University of Rome 2008 — 2008
Study Abroad, International Business
Saunders Trade and Technical High School
Sam Remy, CFA Sam Remy, CFA's J.P. Morgan Private Bank Experience August 2014 - Present
Job Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank July 2012 - August 2014
J.P. Morgan Private Bank July 2010 - July 2012
Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Allocation, Banking, Wealth Management..., Private Banking, Finance, Financial Advisory, Financial Risk
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business 2006 — 2010
BBA, Finance, Accounting
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank July 2012 - August 2014
J.P. Morgan Private Bank July 2010 - July 2012
Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Allocation, Banking, Wealth Management..., Private Banking, Finance, Financial Advisory, Financial Risk
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Western Michigan University - Haworth College of Business 2006 — 2010
BBA, Finance, Accounting
Kristen Desmarais Kristen Desmarais's J.P. Morgan Private Bank Experience November 2010 - April 2014
Job Senior Client Service Associate at UBS Financial Services, Inc.
Industry Banking
Experience
UBS Wealth Management April 2014 - Present
J.P. Morgan Private Bank November 2010 - April 2014
Northwestern Mutual May 2009 - August 2009
Skills
Equities, Investments, Bloomberg, Investment Banking, Microsoft Office, Financial Modeling, Finance, Fixed Income, Microsoft Excel, Hedge Funds, Valuation
Education
Providence College
Mathematics, Finance
UBS Wealth Management April 2014 - Present
J.P. Morgan Private Bank November 2010 - April 2014
Northwestern Mutual May 2009 - August 2009
Skills
Equities, Investments, Bloomberg, Investment Banking, Microsoft Office, Financial Modeling, Finance, Fixed Income, Microsoft Excel, Hedge Funds, Valuation
Education
Providence College
Mathematics, Finance
Oscar Simon's J.P. Morgan Private Bank Experience 2013 - Present
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank 2013 - Present
J.P. Morgan Private Bank 2011 - 2013
J.P. Morgan Private Bank 2009 - 2011
J.P. Morgan Private Bank 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Hedge Funds, Investments, Corporate Finance, Risk Management, Business Analysis, Wealth Management, Trading, Trading Systems, Securities, Financial Markets, Business Strategy, Electronic Trading, Financial Services, Financial Reporting, Data Analysis, Capital Markets
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Management/Finance
Rensselaer Polytechnic Institute
Finance
J.P. Morgan Private Bank 2013 - Present
J.P. Morgan Private Bank 2011 - 2013
J.P. Morgan Private Bank 2009 - 2011
J.P. Morgan Private Bank 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Hedge Funds, Investments, Corporate Finance, Risk Management, Business Analysis, Wealth Management, Trading, Trading Systems, Securities, Financial Markets, Business Strategy, Electronic Trading, Financial Services, Financial Reporting, Data Analysis, Capital Markets
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Management/Finance
Rensselaer Polytechnic Institute
Finance
Sofia Zyohannes's J.P. Morgan Private Bank Experience December 2012 - Present
Job Client Center Manager J.P. Morgan Private Bank
Industry Hospitality
Experience
J.P. Morgan Private Bank December 2012 - Present
Four Seasons Hotels and Resorts 2005 - 2012
Skills
Executive..., Catering, Hospitality Management, Revenue Analysis, Travel Planning, Property Management..., Account Management, Hotel Booking, Pre-opening, Hotels, Customer Service, Event Management, Event Planning, Hospitality, Hospitality Industry, Hotel Management, Front Office, Food & Beverage, Resorts, Yield Management, Micros, Tourism
Education
San Francisco State University 2004 — 2007
Hospitality Administration/Management
J.P. Morgan Private Bank December 2012 - Present
Four Seasons Hotels and Resorts 2005 - 2012
Skills
Executive..., Catering, Hospitality Management, Revenue Analysis, Travel Planning, Property Management..., Account Management, Hotel Booking, Pre-opening, Hotels, Customer Service, Event Management, Event Planning, Hospitality, Hospitality Industry, Hotel Management, Front Office, Food & Beverage, Resorts, Yield Management, Micros, Tourism
Education
San Francisco State University 2004 — 2007
Hospitality Administration/Management
Elizabeth Close Elizabeth Close's J.P. Morgan Private Bank Experience June 2012 - August 2012
Job J.P. Morgan Asset Management 1st Year Analyst
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2012 - August 2012
Merrill Lynch May 2011 - February 2012
Colonial Country Club May 2011 - August 2011
Deem Family August 2010 - May 2011
Edelman & Thompson Law Firm May 2010 - August 2010
Education
Neeley School of Business 2009 — 2013
Finance
Texas Christian University
J.P. Morgan Private Bank June 2012 - August 2012
Merrill Lynch May 2011 - February 2012
Colonial Country Club May 2011 - August 2011
Deem Family August 2010 - May 2011
Edelman & Thompson Law Firm May 2010 - August 2010
Education
Neeley School of Business 2009 — 2013
Finance
Texas Christian University
Katharine Sanford Katharine Sanford's J.P. Morgan Private Bank Experience June 2007 - July 2009
Job Chief Operating Officer at Chou Chou, LLC
Industry Retail
Experience
Chou Chou LLC July 2009 - Present
Chou Chou, LLC 2009 - Present
J.P. Morgan Private Bank June 2007 - July 2009
Finigan Financial Services September 2005 - June 2007
United States Senate September 2004 - May 2005
Skills
French, Microsoft Excel, Microsoft Office, Point of Purchase, Fashion Buying, Brand Management, Profit Maximization, Inventory Management, Business Analysis
Education
Georgetown University 2003 — 2007
B.S, Finance and Accounting
L'ECOLE DE LA CHAMBRE DE COMMERCE ET DE L'INDUSTRIE A PARIS
European Business and Economics
Chou Chou LLC July 2009 - Present
Chou Chou, LLC 2009 - Present
J.P. Morgan Private Bank June 2007 - July 2009
Finigan Financial Services September 2005 - June 2007
United States Senate September 2004 - May 2005
Skills
French, Microsoft Excel, Microsoft Office, Point of Purchase, Fashion Buying, Brand Management, Profit Maximization, Inventory Management, Business Analysis
Education
Georgetown University 2003 — 2007
B.S, Finance and Accounting
L'ECOLE DE LA CHAMBRE DE COMMERCE ET DE L'INDUSTRIE A PARIS
European Business and Economics
Joyce Said Ward's J.P. Morgan Private Bank Experience February 1998 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 1998 - Present
Skills
Emerging Markets, Capital Markets, Hedge Funds, Derivatives, Fixed Income, Bloomberg, Equities, Strategy, Alternative Investments, Business Development, Due Diligence
Education
New York University 1994 — 1997
B.A, Economics
The Dominican Academy
J.P. Morgan Private Bank February 1998 - Present
Skills
Emerging Markets, Capital Markets, Hedge Funds, Derivatives, Fixed Income, Bloomberg, Equities, Strategy, Alternative Investments, Business Development, Due Diligence
Education
New York University 1994 — 1997
B.A, Economics
The Dominican Academy
Jackie Mata's J.P. Morgan Private Bank Experience October 2009 - Present
Job Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Private Bank October 2009 - Present
I Live Here, I Give Here January 2011 - Present
Michigan State University January 2012 - December 2014
College Forward May 2008 - June 2014
KDK-Harman Foundation January 2005 - October 2009
KDK Management January 2005 - October 2009
Durbin Bennett - Private Wealth Management, LLC January 2000 - January 2005
Midtown Group, Inc. September 1993 - January 2000
Deloitte & Touche LLP September 1987 - September 1993
Education
Michigan State University 1983 — 1987
BA, Accounting
J.P. Morgan Private Bank October 2009 - Present
I Live Here, I Give Here January 2011 - Present
Michigan State University January 2012 - December 2014
College Forward May 2008 - June 2014
KDK-Harman Foundation January 2005 - October 2009
KDK Management January 2005 - October 2009
Durbin Bennett - Private Wealth Management, LLC January 2000 - January 2005
Midtown Group, Inc. September 1993 - January 2000
Deloitte & Touche LLP September 1987 - September 1993
Education
Michigan State University 1983 — 1987
BA, Accounting
Pooja Chaudhary's J.P. Morgan Private Bank Experience June 2014 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Marketing and Advertising
Experience
J.P. Morgan Private Bank June 2014 - Present
Rutgers University Student Life Marketing August 2012 - December 2013
BNY Mellon, Depositary Receipts May 2013 - August 2013
Fox News Channel January 2013 - April 2013
The Daily Targum September 2010 - January 2013
Adam Leitman Bailey, P.C. May 2012 - August 2012
Rutgers University Student Life Marketing January 2011 - May 2012
Skills
Microsoft Office, Social Media, Leadership, Marketing, New Media, PowerPoint, Public Relations, Public Speaking, Advertising, Digital Marketing, Press Releases, InDesign, Marketing Strategy, Market Research, Business Management, Media Relations, RFP, Relationship Management, SharePoint, Data Analysis, Microsoft Excel, Business Strategy, Budget Forecasts, CRM, Business Communications
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor's Degree, Marketing
J.P. Morgan Private Bank June 2014 - Present
Rutgers University Student Life Marketing August 2012 - December 2013
BNY Mellon, Depositary Receipts May 2013 - August 2013
Fox News Channel January 2013 - April 2013
The Daily Targum September 2010 - January 2013
Adam Leitman Bailey, P.C. May 2012 - August 2012
Rutgers University Student Life Marketing January 2011 - May 2012
Skills
Microsoft Office, Social Media, Leadership, Marketing, New Media, PowerPoint, Public Relations, Public Speaking, Advertising, Digital Marketing, Press Releases, InDesign, Marketing Strategy, Market Research, Business Management, Media Relations, RFP, Relationship Management, SharePoint, Data Analysis, Microsoft Excel, Business Strategy, Budget Forecasts, CRM, Business Communications
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor's Degree, Marketing
Jeffrey Burney's J.P. Morgan Private Bank Experience November 2009 - August 2015
Job Senior Client Advisor
Industry Investment Management
Experience
Crestone Capital Advisors August 2015 - Present
J.P. Morgan Private Bank November 2009 - August 2015
J.P. Morgan Private Bank January 2008 - November 2009
J.P. Morgan Private Bank June 2005 - December 2007
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equities, Management, Fixed Income, Strategic Planning, Investments
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Business Economics
Crestone Capital Advisors August 2015 - Present
J.P. Morgan Private Bank November 2009 - August 2015
J.P. Morgan Private Bank January 2008 - November 2009
J.P. Morgan Private Bank June 2005 - December 2007
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equities, Management, Fixed Income, Strategic Planning, Investments
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Business Economics
Alisa Truax's J.P. Morgan Private Bank Experience August 2011 - August 2013
Job Business Analyst at NRG Energy
Industry Oil & Energy
Experience
NRG Energy August 2014 - Present
Northern Trust Corporation May 2014 - August 2014
Northern Trust Corporation August 2013 - May 2014
J.P. Morgan Private Bank August 2011 - August 2013
Edgar, Kiker & Cross, P.C., CPA's February 2009 - August 2011
Wachovia Securities Financial Network May 2008 - February 2009
Capital One Advisers July 2005 - May 2008
Skills
Renewable Energy, Solar Energy, Sustainable Energy, Sustainability, Microgeneration, Power Generation, Renewable Energy..., Renewable Energy Markets, Investments, Asset Management, Asset Allocation, Portfolio Management, Analysis, Equities, Strategic Financial..., Securities, Analitical, Private Equity, Investment Banking, Financial Services, Options, Investment Management, Fixed Income, Managed Money, Venture Capital, Investment Brokerage, Portfolio Performance..., Money Managers, Financial Markets, Energy Efficiency, Natural Gas, Natural Gas Trading, Green Infrastructure, Critical Thinking, Financial Analysis
Education
McNeese State University 1997 — 2005
BS in Finance, Finance
NRG Energy August 2014 - Present
Northern Trust Corporation May 2014 - August 2014
Northern Trust Corporation August 2013 - May 2014
J.P. Morgan Private Bank August 2011 - August 2013
Edgar, Kiker & Cross, P.C., CPA's February 2009 - August 2011
Wachovia Securities Financial Network May 2008 - February 2009
Capital One Advisers July 2005 - May 2008
Skills
Renewable Energy, Solar Energy, Sustainable Energy, Sustainability, Microgeneration, Power Generation, Renewable Energy..., Renewable Energy Markets, Investments, Asset Management, Asset Allocation, Portfolio Management, Analysis, Equities, Strategic Financial..., Securities, Analitical, Private Equity, Investment Banking, Financial Services, Options, Investment Management, Fixed Income, Managed Money, Venture Capital, Investment Brokerage, Portfolio Performance..., Money Managers, Financial Markets, Energy Efficiency, Natural Gas, Natural Gas Trading, Green Infrastructure, Critical Thinking, Financial Analysis
Education
McNeese State University 1997 — 2005
BS in Finance, Finance
Amanda Barnett's J.P. Morgan Private Bank Experience July 2013 - March 2015
Job Government Relations Assistant
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan Private Bank July 2013 - March 2015
U.S. House of Representatives January 2013 - July 2013
United States Senate May 2012 - January 2013
Margo Katherine Wilke Undergraduate Research Internship January 2012 - May 2012
Greater Lafayette Sexual Assault Prevention Coalition August 2011 - December 2011
Specs of Westport December 2009 - August 2011
Westport River Gallery April 2008 - December 2008
WEBE 108/WICC 600 May 2008 - July 2008
Skills
Microsoft Office, Analytical Writing, Research Design, Critical Thinking, Event Planning, Sales Support, Computer Literate, Organizing, Strategic Communications, Intercultural..., French, Policy Analysis, Politics, Public Speaking, Social Media, Nonprofits, Community Outreach, Fundraising
Education
Purdue University 2008 — 2012
Bachelor of Arts, Communication
The University of Western Australia 2010 — 2010
Communication
Fairfield Ludlowe High School 2006 — 2008
Diploma
Weston High School 2004 — 2006
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan Private Bank July 2013 - March 2015
U.S. House of Representatives January 2013 - July 2013
United States Senate May 2012 - January 2013
Margo Katherine Wilke Undergraduate Research Internship January 2012 - May 2012
Greater Lafayette Sexual Assault Prevention Coalition August 2011 - December 2011
Specs of Westport December 2009 - August 2011
Westport River Gallery April 2008 - December 2008
WEBE 108/WICC 600 May 2008 - July 2008
Skills
Microsoft Office, Analytical Writing, Research Design, Critical Thinking, Event Planning, Sales Support, Computer Literate, Organizing, Strategic Communications, Intercultural..., French, Policy Analysis, Politics, Public Speaking, Social Media, Nonprofits, Community Outreach, Fundraising
Education
Purdue University 2008 — 2012
Bachelor of Arts, Communication
The University of Western Australia 2010 — 2010
Communication
Fairfield Ludlowe High School 2006 — 2008
Diploma
Weston High School 2004 — 2006
Matthew Richter Matthew Richter's J.P. Morgan Private Bank Experience June 2012 - August 2012
Job Vice President at Alidade Capital, LLC
Industry Real Estate
Experience
Alidade Capital, LLC May 2013 - Present
J.P. Morgan Private Bank June 2012 - August 2012
ACI Worldwide June 2009 - June 2011
Wachovia Securities June 2007 - June 2009
Federal Reserve Bank of New York March 2006 - May 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Michigan - A. Alfred Taubman College of Architecture and Urban Planning 2012 — 2013
Graduate Certificate in Real Estate Development
Michigan State University 2001 — 2006
Bachelor of Arts (BA)
Alidade Capital, LLC May 2013 - Present
J.P. Morgan Private Bank June 2012 - August 2012
ACI Worldwide June 2009 - June 2011
Wachovia Securities June 2007 - June 2009
Federal Reserve Bank of New York March 2006 - May 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Michigan - A. Alfred Taubman College of Architecture and Urban Planning 2012 — 2013
Graduate Certificate in Real Estate Development
Michigan State University 2001 — 2006
Bachelor of Arts (BA)
D. Welles Borie D. Welles Borie's J.P. Morgan Private Bank Experience October 2012 - July 2015
Job Customer Relationship Manager at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
J.P. Morgan Private Bank August 2010 - October 2012
Hamilton College September 2007 - May 2010
Circadence June 2009 - July 2009
Time Warner Cable May 2008 - July 2008
Education
Hamilton College 2006 — 2010
B.A., History
The Hotchkiss School 2002 — 2006
Fundation Group LLC July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
J.P. Morgan Private Bank August 2010 - October 2012
Hamilton College September 2007 - May 2010
Circadence June 2009 - July 2009
Time Warner Cable May 2008 - July 2008
Education
Hamilton College 2006 — 2010
B.A., History
The Hotchkiss School 2002 — 2006
Taylor Veenema, MBA Taylor Veenema, MBA's J.P. Morgan Private Bank Experience April 2010 - June 2012
Job Project Manager
Industry Banking
Experience
Five Star Bank January 2015 - Present
Rainaldi Real Estate Inc September 2013 - January 2015
Mann's Jewelers June 2012 - June 2013
J.P. Morgan Private Bank April 2010 - June 2012
Skills
Fundraising, Non-profits, Event Planning, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Research, Marketing, Social Media, Microsoft Office, Customer Service, Photoshop, Social Networking, Editorial, Project Planning, Project Management, Project Coordination, Organizational..., Google Analytics, Facebook Marketing, Brand Management, Operations Management, Pricing Strategy, Delegation, Finance, CRM, Management, Capital Budgeting, Nonprofits, Sales, Market Research, Training
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
MBA, Marketing & Organizational & Competitive Strategy
Ithaca College 2005 — 2009
B.S., Exercise Science, Minor in Finance
University of Virginia 2008 — 2008
Semester at Sea
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2007
Master of Business Administration (MBA), Simon Business Institute
Five Star Bank January 2015 - Present
Rainaldi Real Estate Inc September 2013 - January 2015
Mann's Jewelers June 2012 - June 2013
J.P. Morgan Private Bank April 2010 - June 2012
Skills
Fundraising, Non-profits, Event Planning, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Research, Marketing, Social Media, Microsoft Office, Customer Service, Photoshop, Social Networking, Editorial, Project Planning, Project Management, Project Coordination, Organizational..., Google Analytics, Facebook Marketing, Brand Management, Operations Management, Pricing Strategy, Delegation, Finance, CRM, Management, Capital Budgeting, Nonprofits, Sales, Market Research, Training
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
MBA, Marketing & Organizational & Competitive Strategy
Ithaca College 2005 — 2009
B.S., Exercise Science, Minor in Finance
University of Virginia 2008 — 2008
Semester at Sea
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2007
Master of Business Administration (MBA), Simon Business Institute
Elizabeth Schaab Elizabeth Schaab's J.P. Morgan Private Bank Experience August 2014 - Present
Job Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
Arby's Restaurant Group April 2011 - August 2012
Arby's Restaurant Group July 2009 - March 2011
Chick-fil-A May 2009 - June 2009
Speed Sports Performance January 2009 - May 2009
Arby's Restaurant Group May 2008 - August 2008
Rowland Mountain & Associates January 2008 - May 2008
Skills
Marketing, Field Marketing, Leadership, Competitive Analysis, Sales, Market Planning, Forecasting, Time Management, Restaurants, Marketing Research, Finance, Interactive Marketing, Training, Business Strategy
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy & Entrepreneurship
Georgia State University 2006 — 2009
BBA, Marketing
Troy University 2005 — 2005
Marketing
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
Arby's Restaurant Group April 2011 - August 2012
Arby's Restaurant Group July 2009 - March 2011
Chick-fil-A May 2009 - June 2009
Speed Sports Performance January 2009 - May 2009
Arby's Restaurant Group May 2008 - August 2008
Rowland Mountain & Associates January 2008 - May 2008
Skills
Marketing, Field Marketing, Leadership, Competitive Analysis, Sales, Market Planning, Forecasting, Time Management, Restaurants, Marketing Research, Finance, Interactive Marketing, Training, Business Strategy
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy & Entrepreneurship
Georgia State University 2006 — 2009
BBA, Marketing
Troy University 2005 — 2005
Marketing
Catherine Traylor's J.P. Morgan Private Bank Experience July 2015 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2015 - Present
Morgan Stanley Wealth Management May 2014 - January 2015
LSU Academic Center for Student Athletes August 2013 - May 2014
West Monroe City Court July 2013 - August 2013
LSU Foundation August 2011 - May 2013
Skills
Event Planning, Social Media, Leadership, Community Outreach, Public Speaking, Teamwork, Microsoft Office, Facebook, Research, Time Management, Finance
Education
Louisiana State University 2011 — 2015
Bachelor of Science (BS), Finance, Summa Cum Laude
West Monroe High School 2007 — 2011
J.P. Morgan Private Bank July 2015 - Present
Morgan Stanley Wealth Management May 2014 - January 2015
LSU Academic Center for Student Athletes August 2013 - May 2014
West Monroe City Court July 2013 - August 2013
LSU Foundation August 2011 - May 2013
Skills
Event Planning, Social Media, Leadership, Community Outreach, Public Speaking, Teamwork, Microsoft Office, Facebook, Research, Time Management, Finance
Education
Louisiana State University 2011 — 2015
Bachelor of Science (BS), Finance, Summa Cum Laude
West Monroe High School 2007 — 2011
Jack O'Connor's J.P. Morgan Private Bank Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2015 - August 2015
Invesco PowerShares October 2014 - April 2015
Wheaton College Phonathon January 2014 - October 2014
Marquette University Phonathon January 2013 - May 2013
Skills
Fundraising, Social Media, Teamwork, Marketing, Leadership, Microsoft Excel, Time Management
Education
Wheaton College 2013 — 2016
Bachelor of Arts (B.A.), Business Economics, Senior
Marquette University 2012 — 2013
Quincy Senior High School
J.P. Morgan Private Bank June 2015 - August 2015
Invesco PowerShares October 2014 - April 2015
Wheaton College Phonathon January 2014 - October 2014
Marquette University Phonathon January 2013 - May 2013
Skills
Fundraising, Social Media, Teamwork, Marketing, Leadership, Microsoft Excel, Time Management
Education
Wheaton College 2013 — 2016
Bachelor of Arts (B.A.), Business Economics, Senior
Marquette University 2012 — 2013
Quincy Senior High School
Aaron Wygonik Aaron Wygonik's J.P. Morgan Private Bank Experience June 2005 - June 2015
Job Trust Administrator at JPMorgan Trust Company of DE
Industry Financial Services
Experience
JPMorgan Trust Company of DE June 2015 - Present
J.P. Morgan Private Bank June 2005 - June 2015
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees January 2004 - December 2004
Skills
Series 7, Series 63, Able To Multi-task, Prioritization, Time Management, Microsoft Office, Word, Excel, PowerPoint, Excellent written and..., Comfortable working..., Capacity to adapt to a...
Education
Wilmington University 2008 — 2010
Master of Business Administration, Finance
Penn State University 1999 — 2003
Bachelor of Arts, Telecommunications
JPMorgan Trust Company of DE June 2015 - Present
J.P. Morgan Private Bank June 2005 - June 2015
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees January 2004 - December 2004
Skills
Series 7, Series 63, Able To Multi-task, Prioritization, Time Management, Microsoft Office, Word, Excel, PowerPoint, Excellent written and..., Comfortable working..., Capacity to adapt to a...
Education
Wilmington University 2008 — 2010
Master of Business Administration, Finance
Penn State University 1999 — 2003
Bachelor of Arts, Telecommunications
Lisa Linehan Lisa Linehan's J.P. Morgan Private Bank Experience 1997 - 2001
Job Consultant, Recruiter & Coach
Industry Marketing and Advertising
Experience
Wipe Out Kids' Cancer 2015 - Present
Dallas Academy of Music & Performing Arts 2014 - Present
The Dubrof Group 2012 - Present
Z3 Marketing, Inc. 2008 - Present
The Drybar 2011 - 2012
Soporex Sleep Solutions 2006 - 2008
Vocal Power Academy 2003 - 2006
Kaplan, Inc. 2003 - 2004
MENTOR/Los Angeles Mentoring Partnership 2001 - 2004
J.P. Morgan Private Bank 1997 - 2001
Skills
Strategy, Management, Event Planning, Recruiting, Event Management, Marketing Strategy, Social Networking, Marketing, Marketing Communications, Social Media, Social Media Marketing, Training, Non-profits, Public Speaking, Research, Budgets, Program Management, Public Relations, Project Management, Entrepreneurship, Human Resources, Strategic Planning, Coaching, Customer Service, Team Building, Blogging, Integrated Marketing, Digital Marketing, Entertainment, Email Marketing, Start-ups, Market Research, Sales, Healthcare, New Business Development, Account Management, Direct Marketing, Strategic Partnerships, Online Marketing, Leadership, Sales Operations, Business Development, Consulting, Lead Generation, Brand Development, Advertising, Salesforce.com, Sales Management, Singing, Songwriting
Education
University of Virginia 1993 — 1997
B.S., Marketing
University of California, Los Angeles 2004 — 2006
M.S.W., Social Work with Organizations, Communities and Policy
University of Valencia
Spanish Conversation and Culture
Musicians Institute 2001 — 2002
Voice and Piano
Wipe Out Kids' Cancer 2015 - Present
Dallas Academy of Music & Performing Arts 2014 - Present
The Dubrof Group 2012 - Present
Z3 Marketing, Inc. 2008 - Present
The Drybar 2011 - 2012
Soporex Sleep Solutions 2006 - 2008
Vocal Power Academy 2003 - 2006
Kaplan, Inc. 2003 - 2004
MENTOR/Los Angeles Mentoring Partnership 2001 - 2004
J.P. Morgan Private Bank 1997 - 2001
Skills
Strategy, Management, Event Planning, Recruiting, Event Management, Marketing Strategy, Social Networking, Marketing, Marketing Communications, Social Media, Social Media Marketing, Training, Non-profits, Public Speaking, Research, Budgets, Program Management, Public Relations, Project Management, Entrepreneurship, Human Resources, Strategic Planning, Coaching, Customer Service, Team Building, Blogging, Integrated Marketing, Digital Marketing, Entertainment, Email Marketing, Start-ups, Market Research, Sales, Healthcare, New Business Development, Account Management, Direct Marketing, Strategic Partnerships, Online Marketing, Leadership, Sales Operations, Business Development, Consulting, Lead Generation, Brand Development, Advertising, Salesforce.com, Sales Management, Singing, Songwriting
Education
University of Virginia 1993 — 1997
B.S., Marketing
University of California, Los Angeles 2004 — 2006
M.S.W., Social Work with Organizations, Communities and Policy
University of Valencia
Spanish Conversation and Culture
Musicians Institute 2001 — 2002
Voice and Piano
Deborah J. McGovern Deborah J. McGovern's J.P. Morgan Private Bank Experience May 2009 - October 2011
Job Development & Delivery Manager, Intelligent Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
MetLife June 2014 - August 2014
J.P. Morgan November 2011 - June 2013
J.P. Morgan Private Bank May 2009 - October 2011
J.P. Morgan April 2008 - May 2009
JPMorgan Chase July 2007 - April 2008
JP Morgan Chase June 2006 - August 2006
Small Business Development Center January 2006 - May 2006
Linden Asset Management September 2005 - December 2005
Skills
Finance, Banking, Analysis, Credit, Credit Risk, Hedge Funds, Business Planning, Market Research, Program Management, Financial Risk, Relationship Management, Portfolio Management, Training, Wealth Management, Marketing, Strategy, Business Management, People Development, Coaching, Mentoring, Client Relations, Organization Skills, Recruiting, Presentations, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Scranton 2003 — 2007
B.S. Summa Cum Laude, Majors: Finance, Economics
J.P. Morgan August 2015 - Present
MetLife June 2014 - August 2014
J.P. Morgan November 2011 - June 2013
J.P. Morgan Private Bank May 2009 - October 2011
J.P. Morgan April 2008 - May 2009
JPMorgan Chase July 2007 - April 2008
JP Morgan Chase June 2006 - August 2006
Small Business Development Center January 2006 - May 2006
Linden Asset Management September 2005 - December 2005
Skills
Finance, Banking, Analysis, Credit, Credit Risk, Hedge Funds, Business Planning, Market Research, Program Management, Financial Risk, Relationship Management, Portfolio Management, Training, Wealth Management, Marketing, Strategy, Business Management, People Development, Coaching, Mentoring, Client Relations, Organization Skills, Recruiting, Presentations, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Scranton 2003 — 2007
B.S. Summa Cum Laude, Majors: Finance, Economics
Nicola Boone's J.P. Morgan Private Bank Experience 2003 - Present
Job Executive Director, JPMorgan
Industry Financial Services
Experience
J.P. Morgan Private Bank 2003 - Present
J.P. Morgan 1996 - 2003
J.P. Morgan 1994 - 1996
Skills
Investment Banking, Wealth Management, Derivatives, Equities, Hedge Funds, Equity Derivatives, Structured Finance, Capital Markets, Private Equity, Investments, High Net Worth..., Portfolio Management, Corporate Development, Financial Modeling, Asset Managment, Corporate Finance, Asset Allocation
Education
The University of Queensland
B.Com (Hons) / LLB (Hons), Finance, Law
J.P. Morgan Private Bank 2003 - Present
J.P. Morgan 1996 - 2003
J.P. Morgan 1994 - 1996
Skills
Investment Banking, Wealth Management, Derivatives, Equities, Hedge Funds, Equity Derivatives, Structured Finance, Capital Markets, Private Equity, Investments, High Net Worth..., Portfolio Management, Corporate Development, Financial Modeling, Asset Managment, Corporate Finance, Asset Allocation
Education
The University of Queensland
B.Com (Hons) / LLB (Hons), Finance, Law
Laura Hirschhorn Laura Hirschhorn's J.P. Morgan Private Bank Experience 2013 - 2014
Job Platform Manager at Henkel
Industry Automotive
Experience
J.P. Morgan Private Bank 2013 - 2014
Cascade Partners 2012 - 2013
Expansia Capital 2005 - 2011
Ford Motor Company 2003 - 2004
Ford Motor Company 2000 - 2003
ExxonMobil Corporation August 1997 - November 2000
General Motors 1989 - 1993
Skills
Business Strategy, Data Analysis, Venture Capital, Financial Modeling, Segmentation, Private Equity, Negotiation, Business Development, Strategy, Asset Allocation, Portfolio Management, Investment Banking, Management Consulting, Start-ups, Entrepreneurship, Private Placements, Mergers & Acquisitions, Mergers, Executive Management, Product Management, Hedge Funds, Investments, Management, Strategic Partnerships, Business Planning, Due Diligence, Investment Strategies, Investment Management, Valuation, Investor Relations, Market Analysis, Financial Analysis, M&A experience, Asset Management, Emerging Markets, Acquisitions, Divestitures, Capital Raising, Corporate Development, Corporate Finance, IPO, Financial Advisory, International Business, Capital Markets, Finance, Restructuring, Banking, Alternative Investments, LBO, Financial Structuring
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Manufacturing Management
University of Michigan
MS, Mechanical Engineering
University of Michigan
BS, Mechanical Engineering
J.P. Morgan Private Bank 2013 - 2014
Cascade Partners 2012 - 2013
Expansia Capital 2005 - 2011
Ford Motor Company 2003 - 2004
Ford Motor Company 2000 - 2003
ExxonMobil Corporation August 1997 - November 2000
General Motors 1989 - 1993
Skills
Business Strategy, Data Analysis, Venture Capital, Financial Modeling, Segmentation, Private Equity, Negotiation, Business Development, Strategy, Asset Allocation, Portfolio Management, Investment Banking, Management Consulting, Start-ups, Entrepreneurship, Private Placements, Mergers & Acquisitions, Mergers, Executive Management, Product Management, Hedge Funds, Investments, Management, Strategic Partnerships, Business Planning, Due Diligence, Investment Strategies, Investment Management, Valuation, Investor Relations, Market Analysis, Financial Analysis, M&A experience, Asset Management, Emerging Markets, Acquisitions, Divestitures, Capital Raising, Corporate Development, Corporate Finance, IPO, Financial Advisory, International Business, Capital Markets, Finance, Restructuring, Banking, Alternative Investments, LBO, Financial Structuring
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Manufacturing Management
University of Michigan
MS, Mechanical Engineering
University of Michigan
BS, Mechanical Engineering
Mariam Choudhury Mariam Choudhury's J.P. Morgan Private Bank Experience January 2013 - July 2013
Job MBA Summer Intern at American Express
Industry Financial Services
Experience
American Express June 2014 - Present
J.P. Morgan Private Bank January 2013 - July 2013
J.P. Morgan Private Bank July 2010 - January 2013
JPMorgan Chase July 2008 - June 2010
JPMorgan Chase May 2007 - August 2007
MetLife May 2006 - August 2006
Skills
SEO, SEM, Google Analytics, Google Adwords, Omniture, Fatwire, Dreamweaver, Web Analytics, Microsoft Excel, Corporate Finance, Interactive Marketing, Financial Modeling, Web Design, Social Media, Strategy, Analytics, Digital Marketing, Finance, Management, Analysis, Financial Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Strategic Management, Marketing Management, Operations Management
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and Marketing
American Express June 2014 - Present
J.P. Morgan Private Bank January 2013 - July 2013
J.P. Morgan Private Bank July 2010 - January 2013
JPMorgan Chase July 2008 - June 2010
JPMorgan Chase May 2007 - August 2007
MetLife May 2006 - August 2006
Skills
SEO, SEM, Google Analytics, Google Adwords, Omniture, Fatwire, Dreamweaver, Web Analytics, Microsoft Excel, Corporate Finance, Interactive Marketing, Financial Modeling, Web Design, Social Media, Strategy, Analytics, Digital Marketing, Finance, Management, Analysis, Financial Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Strategic Management, Marketing Management, Operations Management
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and Marketing
Sean McMullen, CIMA® Sean McMullen, CIMA®'s J.P. Morgan Private Bank Experience January 2007 - February 2009
Job Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock April 2015 - Present
BlackRock April 2011 - March 2015
BlackRock August 2010 - March 2011
Citi Habitats March 2009 - July 2010
J.P. Morgan Private Bank January 2007 - February 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Closed-end Funds, Asset Management, Investment Management, Asset Allocation, Equities, Fixed Income
Education
State University of New York at Buffalo - School of Management 2003 — 2006
Bachelor of Science (B.S.), Finance
BlackRock April 2015 - Present
BlackRock April 2011 - March 2015
BlackRock August 2010 - March 2011
Citi Habitats March 2009 - July 2010
J.P. Morgan Private Bank January 2007 - February 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Closed-end Funds, Asset Management, Investment Management, Asset Allocation, Equities, Fixed Income
Education
State University of New York at Buffalo - School of Management 2003 — 2006
Bachelor of Science (B.S.), Finance
Katie Olson, CFP®'s J.P. Morgan Private Bank Experience May 2015 - Present
Job Banker Associate at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2015 - Present
J.P. Morgan Private Bank June 2013 - Present
Tolleson Wealth Management March 2013 - April 2013
Lee Financial Corporation January 2011 - March 2013
Texas Tech University August 2010 - December 2010
Lee Financial Corporation May 2010 - August 2010
Texas Tech University August 2008 - May 2010
Genesis Wealth Management 2008 - 2008
Skills
Strategic Financial..., Financial Planners, Estate Planning, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Risk Management, Insurance, Finance
Education
Texas Tech University 2007 — 2010
Bachelor's, Personal Financial Planning
J.P. Morgan Private Bank May 2015 - Present
J.P. Morgan Private Bank June 2013 - Present
Tolleson Wealth Management March 2013 - April 2013
Lee Financial Corporation January 2011 - March 2013
Texas Tech University August 2010 - December 2010
Lee Financial Corporation May 2010 - August 2010
Texas Tech University August 2008 - May 2010
Genesis Wealth Management 2008 - 2008
Skills
Strategic Financial..., Financial Planners, Estate Planning, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Risk Management, Insurance, Finance
Education
Texas Tech University 2007 — 2010
Bachelor's, Personal Financial Planning
Vicki De Mayo-Baird Vicki De Mayo-Baird's J.P. Morgan Private Bank Experience January 2013 - Present
Job CSA Private Bank at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank January 2013 - Present
JPMorgan Chase September 2011 - December 2012
Stanford Fiduciary Investment and Trust Services June 2006 - February 2009
International Finance Bank (IFB) May 2000 - March 2006
Coutts (USA) International (Now Santander Private Banking) June 1994 - December 1999
Skills
International Private..., Trust/Fiduciary..., Bilingual..., BSA, KYC, AML Compliance, Private Client Services, Private Banking, Private Clients, Relationship Management, Business Relationship..., High Net Worth..., Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Investments, Loans, Banking, Credit Analysis, Financial Risk, Risk Management, Financial Analysis
Education
Louisiana Tech University
University of Arkansas at Little Rock
J.P. Morgan Private Bank January 2013 - Present
JPMorgan Chase September 2011 - December 2012
Stanford Fiduciary Investment and Trust Services June 2006 - February 2009
International Finance Bank (IFB) May 2000 - March 2006
Coutts (USA) International (Now Santander Private Banking) June 1994 - December 1999
Skills
International Private..., Trust/Fiduciary..., Bilingual..., BSA, KYC, AML Compliance, Private Client Services, Private Banking, Private Clients, Relationship Management, Business Relationship..., High Net Worth..., Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Investments, Loans, Banking, Credit Analysis, Financial Risk, Risk Management, Financial Analysis
Education
Louisiana Tech University
University of Arkansas at Little Rock
Jim Russo's J.P. Morgan Private Bank Experience June 2003 - February 2006
Job Managing Director at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC August 2009 - Present
AllianceBernstein February 2006 - April 2009
J.P. Morgan Private Bank June 2003 - February 2006
JPMorgan Chase March 1996 - May 2003
JPMorgan Chase December 1994 - March 1996
Dreyfus April 1987 - December 1994
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Hofstra University 1984 — 1987
BBA, Finance
Colonial Consulting LLC August 2009 - Present
AllianceBernstein February 2006 - April 2009
J.P. Morgan Private Bank June 2003 - February 2006
JPMorgan Chase March 1996 - May 2003
JPMorgan Chase December 1994 - March 1996
Dreyfus April 1987 - December 1994
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Hofstra University 1984 — 1987
BBA, Finance
Sean Farley's J.P. Morgan Private Bank Experience June 2010 - August 2010
Job High Yield Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Management & Research Company July 2012 - Present
J.P. Morgan Investment Bank June 2011 - August 2011
J.P. Morgan Private Bank June 2010 - August 2010
Skills
High Yield, Financial Modeling, Valuation, Equity Research, Leveraged Finance, Fundamental Analysis, Industry Analysis, Relative Value
Education
Boston College 2008 — 2012
BS, BA, Finance, History
London School of Economics and Political Science 2010 — 2011
General Course, Economics and History
Fidelity Management & Research Company July 2012 - Present
J.P. Morgan Investment Bank June 2011 - August 2011
J.P. Morgan Private Bank June 2010 - August 2010
Skills
High Yield, Financial Modeling, Valuation, Equity Research, Leveraged Finance, Fundamental Analysis, Industry Analysis, Relative Value
Education
Boston College 2008 — 2012
BS, BA, Finance, History
London School of Economics and Political Science 2010 — 2011
General Course, Economics and History
Alan Rosenthal Alan Rosenthal's J.P. Morgan Private Bank Experience 2004 - 2011
Job Legal Recruiter at Lucas Group
Industry Human Resources
Experience
Lucas Group January 2015 - June 2015
SNI Financial 2014 - 2014
William Blair & Company 2012 - 2013
J.P. Morgan Private Bank 2004 - 2011
First Investors Corporation 2000 - 2004
Skills
Legal Search, Executive Search, Recruiting, Estate Planning, New Business Development, Portfolio Management, Investments, Mutual Funds, Securities, Wealth Management, Equities, Trust Services, Charitable Trusts, Asset Managment
Education
Michigan State University
James Madison College (MSU College of Public Affairs)
University of Detroit Mercy School of Law
Law
Lucas Group January 2015 - June 2015
SNI Financial 2014 - 2014
William Blair & Company 2012 - 2013
J.P. Morgan Private Bank 2004 - 2011
First Investors Corporation 2000 - 2004
Skills
Legal Search, Executive Search, Recruiting, Estate Planning, New Business Development, Portfolio Management, Investments, Mutual Funds, Securities, Wealth Management, Equities, Trust Services, Charitable Trusts, Asset Managment
Education
Michigan State University
James Madison College (MSU College of Public Affairs)
University of Detroit Mercy School of Law
Law
Andrew P. Gaebel's J.P. Morgan Private Bank Experience October 2009 - August 2013
Job Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2013 - Present
J.P. Morgan Private Bank October 2009 - August 2013
J.P. Morgan Investment Bank July 2008 - October 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments
Education
Susquehanna University 2005 — 2008
B.S., Business Administration, Finance Emphasis
Neuberger Berman August 2013 - Present
J.P. Morgan Private Bank October 2009 - August 2013
J.P. Morgan Investment Bank July 2008 - October 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments
Education
Susquehanna University 2005 — 2008
B.S., Business Administration, Finance Emphasis
Rick Flounders, CFA Rick Flounders, CFA's J.P. Morgan Private Bank Experience August 2012 - Present
Job Portfolio Manager at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan Private Bank August 2012 - Present
Susquehanna International Group October 2009 - January 2011
Susquehanna International Group June 2003 - October 2009
Susquehanna International Group July 2000 - June 2003
Skills
Equities, Options, Trading, Risk, Series 7, Risk Management, ETFs, Equity Trading, Bloomberg, Derivatives, Hedge Funds, Series 63, Fixed Income, Trading Systems, Capital Markets, Valuation, Investments, Financial Modeling, Equity Derivatives, Alternative Investments, Chartered Financial..., Financial Markets
Education
Penn State University 1995 — 2000
Bachelor of Science (B.S.), Finance & International Business, 3.73
J.P. Morgan Private Bank August 2012 - Present
Susquehanna International Group October 2009 - January 2011
Susquehanna International Group June 2003 - October 2009
Susquehanna International Group July 2000 - June 2003
Skills
Equities, Options, Trading, Risk, Series 7, Risk Management, ETFs, Equity Trading, Bloomberg, Derivatives, Hedge Funds, Series 63, Fixed Income, Trading Systems, Capital Markets, Valuation, Investments, Financial Modeling, Equity Derivatives, Alternative Investments, Chartered Financial..., Financial Markets
Education
Penn State University 1995 — 2000
Bachelor of Science (B.S.), Finance & International Business, 3.73
Joseph Mellusi, CFA's J.P. Morgan Private Bank Experience May 2013 - Present
Job Banker at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2013 - Present
Bloomberg November 2009 - May 2013
Johnson & Johnson June 2008 - August 2008
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2007 - January 2008
Skills
Bloomberg Terminal, Financial Analysis, Valuation, Equities, Finance, Bloomberg, Risk Management, Investments, Microsoft Excel, Accounting, Data Analysis
Education
The College of New Jersey 2005 — 2009
B.S., Finance
New Providence High School 2001 — 2005
J.P. Morgan Private Bank May 2013 - Present
Bloomberg November 2009 - May 2013
Johnson & Johnson June 2008 - August 2008
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2007 - January 2008
Skills
Bloomberg Terminal, Financial Analysis, Valuation, Equities, Finance, Bloomberg, Risk Management, Investments, Microsoft Excel, Accounting, Data Analysis
Education
The College of New Jersey 2005 — 2009
B.S., Finance
New Providence High School 2001 — 2005
Eric Shippy's J.P. Morgan Private Bank Experience June 2014 - Present
Job Investment Professional at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2014 - Present
UBS Financial Services, Inc. October 2011 - June 2014
Lydian Bank & Trust November 2008 - October 2011
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration (M.B.A.)
Palm Beach Atlantic University 2006 — 2009
B.S., Applied Finance & Accounting
J.P. Morgan Private Bank June 2014 - Present
UBS Financial Services, Inc. October 2011 - June 2014
Lydian Bank & Trust November 2008 - October 2011
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration (M.B.A.)
Palm Beach Atlantic University 2006 — 2009
B.S., Applied Finance & Accounting
Allison Vidonish Allison Vidonish's J.P. Morgan Private Bank Experience July 2009 - August 2012
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan Corporate Capital Strategy and Analytics August 2012 - Present
J.P. Morgan Private Bank July 2009 - August 2012
The College of William and Mary Registrar's Office September 2005 - May 2009
J.P. Morgan Private Bank May 2008 - August 2008
VF Corporation January 2008 - January 2008
Skills
PowerPoint, Microsoft Excel, Marketing, Portfolio Management, Banking
Education
The College of William and Mary - The Mason School of Business 2005 — 2009
BBA, Marketing and Finance
J.P. Morgan Corporate Capital Strategy and Analytics August 2012 - Present
J.P. Morgan Private Bank July 2009 - August 2012
The College of William and Mary Registrar's Office September 2005 - May 2009
J.P. Morgan Private Bank May 2008 - August 2008
VF Corporation January 2008 - January 2008
Skills
PowerPoint, Microsoft Excel, Marketing, Portfolio Management, Banking
Education
The College of William and Mary - The Mason School of Business 2005 — 2009
BBA, Marketing and Finance
Staci Woodrum's J.P. Morgan Private Bank Experience August 2008 - November 2012
Job Coordinator Ann & Robert H. Lurie Children's Hospital of Chicago Foundation
Industry Nonprofit Organization Management
Experience
Ann & Robert H. Lurie Children's Hospital of Chicago Foundation April 2015 - Present
JPMorgan Chase & Co. November 2012 - Present
J.P. Morgan Private Bank August 2008 - November 2012
J.P. Morgan Investment Bank April 2001 - August 2008
Security Capital Group Real Estate Investment Banking October 1999 - April 2001
J.P. Morgan Investment Bank August 1997 - July 1999
Skills
Event Planning, Marketing, Nonprofits, Management, Financial Analysis, Leadership, Social Media, Fundraising, Public Speaking, Microsoft Excel, Event Management, Financial Modeling, Customer Service
Education
Northeastern Illinois University
Bachelor's Degree, Art History
Ann & Robert H. Lurie Children's Hospital of Chicago Foundation April 2015 - Present
JPMorgan Chase & Co. November 2012 - Present
J.P. Morgan Private Bank August 2008 - November 2012
J.P. Morgan Investment Bank April 2001 - August 2008
Security Capital Group Real Estate Investment Banking October 1999 - April 2001
J.P. Morgan Investment Bank August 1997 - July 1999
Skills
Event Planning, Marketing, Nonprofits, Management, Financial Analysis, Leadership, Social Media, Fundraising, Public Speaking, Microsoft Excel, Event Management, Financial Modeling, Customer Service
Education
Northeastern Illinois University
Bachelor's Degree, Art History
Domenick Macri, Sr. MST Domenick Macri, Sr. MST's J.P. Morgan Private Bank Experience July 2010 - September 2012
Job Wealth Advisor & Associate Director at BakerAvenue Asset Management
Industry Financial Services
Experience
BakerAvenue Asset Management December 2014 - Present
Bridgewater Associates May 2013 - October 2014
IBERIABANK September 2012 - May 2013
J.P. Morgan Private Bank July 2010 - September 2012
J.P. Morgan Trust Company of Delaware July 2005 - July 2010
JP Morgan August 2003 - July 2005
JP Morgan September 2000 - August 2003
TransUnion January 1999 - September 2000
Skills
Trusted Advisor, Integrity, Wealth Management..., Trusts, Trust Management, Trust Services, Estate Planning, Banking, Client Relationship..., Private Banking, Credit, High Net Worth..., Non-profit Development, Cross Selling, Tax, Fundraising, Loans, Management, Financial Risk, Risk Management, Strategic Financial..., Charitable Trusts, Non-profits, Business Development, Investments, CRM, Wealth Management, Investment Advisory, Risk, Securities, Personal Trust..., Wealth, Relationship Management, Finance, Credit Analysis, Financial Services, Change Management, Performance Management, Nonprofits, Strategy, Retirement Planning, Insurance, Estate Tax Planning, Financial Planners, Financial Advisory, Asset Allocation, Consumer Lending, New Business Development, Strategic Planning
Education
Villanova University School of Law 2008 — 2010
MST, Taxation
Villanova University School of Law 2008 — 2011
Estate Planning Certificate, Estate Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
La Salle University 1995 — 1999
BA, Communications
Penn Wood High School 1992 — 1995
BakerAvenue Asset Management December 2014 - Present
Bridgewater Associates May 2013 - October 2014
IBERIABANK September 2012 - May 2013
J.P. Morgan Private Bank July 2010 - September 2012
J.P. Morgan Trust Company of Delaware July 2005 - July 2010
JP Morgan August 2003 - July 2005
JP Morgan September 2000 - August 2003
TransUnion January 1999 - September 2000
Skills
Trusted Advisor, Integrity, Wealth Management..., Trusts, Trust Management, Trust Services, Estate Planning, Banking, Client Relationship..., Private Banking, Credit, High Net Worth..., Non-profit Development, Cross Selling, Tax, Fundraising, Loans, Management, Financial Risk, Risk Management, Strategic Financial..., Charitable Trusts, Non-profits, Business Development, Investments, CRM, Wealth Management, Investment Advisory, Risk, Securities, Personal Trust..., Wealth, Relationship Management, Finance, Credit Analysis, Financial Services, Change Management, Performance Management, Nonprofits, Strategy, Retirement Planning, Insurance, Estate Tax Planning, Financial Planners, Financial Advisory, Asset Allocation, Consumer Lending, New Business Development, Strategic Planning
Education
Villanova University School of Law 2008 — 2010
MST, Taxation
Villanova University School of Law 2008 — 2011
Estate Planning Certificate, Estate Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
La Salle University 1995 — 1999
BA, Communications
Penn Wood High School 1992 — 1995
Catherine (Brown) Davenport Catherine (Brown) Davenport's J.P. Morgan Private Bank Experience 2011 - Present
Job Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank September 2013 - Present
J.P. Morgan Private Bank 2011 - Present
Skills
Equities, Portfolio Management, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Financial Advisory, Asset Management, Banking, Wealth Management..., Credit, Mutual Funds, Wealth Management, Wealth
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Texas Capital Bank September 2013 - Present
J.P. Morgan Private Bank 2011 - Present
Skills
Equities, Portfolio Management, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Financial Advisory, Asset Management, Banking, Wealth Management..., Credit, Mutual Funds, Wealth Management, Wealth
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Rosalie Hunter's J.P. Morgan Private Bank Experience October 2002 - March 2011
Job Managing Director at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management April 2011 - Present
J.P. Morgan Private Bank October 2002 - March 2011
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (BA), Political Science and Government
LaSalle University
Master of Business Administration (MBA), Finance, General
Barclays Wealth and Investment Management April 2011 - Present
J.P. Morgan Private Bank October 2002 - March 2011
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (BA), Political Science and Government
LaSalle University
Master of Business Administration (MBA), Finance, General
Courtney Bucy's J.P. Morgan Private Bank Experience 2010 - 2012
Job Partner, Smith Street Capital
Industry Financial Services
Experience
Smith Street Capital August 2013 - Present
J.P. Morgan Private Bank 2010 - 2012
Goldman Sachs Asset Management 2006 - 2010
Marsh & McLennan Companies, Inc. 2004 - 2006
McKinsey & Company 2001 - 2004
Skills
Private Equity, Hedge Funds, Financial Modeling, Portfolio Management, Asset Management, Due Diligence, Series 7, Strategy, Risk Management, Asset Allocation, Wealth Management, Securities, Series 63, Business Strategy, Investment Management, Strategic Planning, Business Development
Education
Harvard Business School 1999 — 2001
MBA
The University of Texas at Austin 1991 — 1995
BS, Mechnical Engineering
Klein High School 1987 — 1991
Smith Street Capital August 2013 - Present
J.P. Morgan Private Bank 2010 - 2012
Goldman Sachs Asset Management 2006 - 2010
Marsh & McLennan Companies, Inc. 2004 - 2006
McKinsey & Company 2001 - 2004
Skills
Private Equity, Hedge Funds, Financial Modeling, Portfolio Management, Asset Management, Due Diligence, Series 7, Strategy, Risk Management, Asset Allocation, Wealth Management, Securities, Series 63, Business Strategy, Investment Management, Strategic Planning, Business Development
Education
Harvard Business School 1999 — 2001
MBA
The University of Texas at Austin 1991 — 1995
BS, Mechnical Engineering
Klein High School 1987 — 1991
David Sultan's J.P. Morgan Private Bank Experience 2010 - 2011
Job Client Advisor, Endowments & Foundations Group at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
Arturo Vargas's J.P. Morgan Private Bank Experience August 2011 - February 2012
Job President at SE Republic, LLC
Industry Marketing and Advertising
Experience
Sports Entertainment Republic (SE Republic, LLC) October 2014 - Present
Pixiu Corp February 2012 - September 2014
J.P. Morgan - Private Bank August 2011 - February 2012
Heineken USA January 2008 - July 2009
Heineken USA October 2006 - January 2008
Heineken USA November 2004 - October 2006
FEMSA Cerveza / InBev USA April 2002 - October 2004
Skills
Strategy, Marketing, Leadership, Management, Business Planning, Sales Operations, Business Development, Program Management, Financial Modeling, Marketing Research, Marketing Strategy, Pricing Strategy, Pricing, Negotiation, Competitive Analysis, Forecasting, Segmentation, Relationship Management, Public Relations, Brand Management, Analysis, Budgets, Project Management, Sales, Advertising
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1996 — 2001
Industrial & Systems Engineer
Sports Entertainment Republic (SE Republic, LLC) October 2014 - Present
Pixiu Corp February 2012 - September 2014
J.P. Morgan - Private Bank August 2011 - February 2012
Heineken USA January 2008 - July 2009
Heineken USA October 2006 - January 2008
Heineken USA November 2004 - October 2006
FEMSA Cerveza / InBev USA April 2002 - October 2004
Skills
Strategy, Marketing, Leadership, Management, Business Planning, Sales Operations, Business Development, Program Management, Financial Modeling, Marketing Research, Marketing Strategy, Pricing Strategy, Pricing, Negotiation, Competitive Analysis, Forecasting, Segmentation, Relationship Management, Public Relations, Brand Management, Analysis, Budgets, Project Management, Sales, Advertising
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1996 — 2001
Industrial & Systems Engineer
Dan Lasorte's J.P. Morgan Private Bank Experience July 2008 - October 2009
Job Avatar Securities
Industry Financial Services
Experience
Grettir Management March 2013 - Present
Avatar Securities, LLC October 2009 - Present
J.P. Morgan Private Bank July 2008 - October 2009
J.P. Morgan Private Bank July 2005 - July 2008
J.P. Morgan Investment Management - Private Equity Group May 2004 - August 2004
Skills
Equities, Valuation, Financial Analysis, Investment Banking, Series 7, Securities, Mutual Funds, Private Equity, Series 63, Credit, Capital Markets
Education
Rutgers University-New Brunswick 2001 — 2005
Grettir Management March 2013 - Present
Avatar Securities, LLC October 2009 - Present
J.P. Morgan Private Bank July 2008 - October 2009
J.P. Morgan Private Bank July 2005 - July 2008
J.P. Morgan Investment Management - Private Equity Group May 2004 - August 2004
Skills
Equities, Valuation, Financial Analysis, Investment Banking, Series 7, Securities, Mutual Funds, Private Equity, Series 63, Credit, Capital Markets
Education
Rutgers University-New Brunswick 2001 — 2005
Bonnie Karamalegos's J.P. Morgan Private Bank Experience October 2012 - Present
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2012 - Present
Merrill Lynch June 2005 - October 2012
Education
St. Edward's University 2002 — 2005
J.P. Morgan Private Bank October 2012 - Present
Merrill Lynch June 2005 - October 2012
Education
St. Edward's University 2002 — 2005
Nick Sargen's J.P. Morgan Private Bank Experience January 1995 - April 2003
Job SVP and Chief Economist, Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors, Inc. June 2014 - Present
The Western & Southern Financial Group 2003 - 2014
J.P. Morgan Private Bank January 1995 - April 2003
Prudential Insurance October 1991 - December 1994
Salomon Brothers January 1984 - September 1991
Skills
Investments, Strategy, Asset Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Wealth Management, Risk Management, Emerging Markets, Insurance, Capital Markets
Education
Stanford University 1966 — 1975
MA, Economics - Ph, D., Economics
University of California, Berkeley
BA, Economics
Fort Washington Investment Advisors, Inc. June 2014 - Present
The Western & Southern Financial Group 2003 - 2014
J.P. Morgan Private Bank January 1995 - April 2003
Prudential Insurance October 1991 - December 1994
Salomon Brothers January 1984 - September 1991
Skills
Investments, Strategy, Asset Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Wealth Management, Risk Management, Emerging Markets, Insurance, Capital Markets
Education
Stanford University 1966 — 1975
MA, Economics - Ph, D., Economics
University of California, Berkeley
BA, Economics
John Ferrante's J.P. Morgan Private Bank Experience January 2003 - January 2010
Job Client Account Manager, Vice President at JP Morgan Chase Asset Management
Industry Investment Management
Experience
J.P. Morgan - Asset Management April 2012 - Present
Mt. Olive Township November 2011 - Present
J.P. Morgan - Treasury Services January 2010 - April 2012
J.P. Morgan - Private Bank January 2003 - January 2010
J.P. Morgan - Worldwide Security Services June 1998 - January 2003
Education
Seton Hall University 1994 — 1998
BS, Business Administration
Morris Knolls Regional High School 1990 — 1994
J.P. Morgan - Asset Management April 2012 - Present
Mt. Olive Township November 2011 - Present
J.P. Morgan - Treasury Services January 2010 - April 2012
J.P. Morgan - Private Bank January 2003 - January 2010
J.P. Morgan - Worldwide Security Services June 1998 - January 2003
Education
Seton Hall University 1994 — 1998
BS, Business Administration
Morris Knolls Regional High School 1990 — 1994
Kathryn Wang, CFP®'s J.P. Morgan Private Bank Experience July 2011 - Present
Job VicePresident at J.P.Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank July 2011 - Present
J.P. Morgan Private Bank December 2007 - June 2011
JPMorgan Chase May 2005 - November 2007
Skills
Relationship Management, Personal Financial..., Private Equity, Portfolio Management, Investments, Mortgage Lending, Hedge Funds, Trust Services, Estate Planning
Education
Northwestern University 2010 — 2012
Completed CERTIFIED FINANCIAL PlANNER TM Education Program
University of Illinois at Urbana-Champaign 2001 — 2005
B.S.
J.P. Morgan Private Bank July 2011 - Present
J.P. Morgan Private Bank December 2007 - June 2011
JPMorgan Chase May 2005 - November 2007
Skills
Relationship Management, Personal Financial..., Private Equity, Portfolio Management, Investments, Mortgage Lending, Hedge Funds, Trust Services, Estate Planning
Education
Northwestern University 2010 — 2012
Completed CERTIFIED FINANCIAL PlANNER TM Education Program
University of Illinois at Urbana-Champaign 2001 — 2005
B.S.
Jennifer Dumford's J.P. Morgan Private Bank Experience October 2014 - Present
Job Associate Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2014 - Present
MKP Capital Management, L.L.C. April 2009 - July 2014
Group G Capital Partners, LLC April 2007 - April 2009
BNY Mellon Alternative Investment Services December 2005 - March 2007
Veritable, LP July 2004 - November 2005
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance
J.P. Morgan Private Bank October 2014 - Present
MKP Capital Management, L.L.C. April 2009 - July 2014
Group G Capital Partners, LLC April 2007 - April 2009
BNY Mellon Alternative Investment Services December 2005 - March 2007
Veritable, LP July 2004 - November 2005
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance
Fernando Vizcaino's J.P. Morgan Private Bank Experience February 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
Maha Ahmed's J.P. Morgan Private Bank Experience October 2013 - Present
Job Project Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank October 2013 - Present
J.P. Morgan Private Bank June 2007 - September 2013
J.P. Morgan September 2006 - May 2007
Purdue University August 2004 - May 2006
Purdue University January 2003 - May 2003
Skills
Private Banking, Portfolio Performance..., Investment Management, Series 7, Series 24, Series 9, Series 10, Series 66, Hedge Funds, Uniform Combined State..., FINRA, Private Equity, Asset Allocation, Portfolio Management, Investments, Asset Management, Financial Analysis
Education
Purdue University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Crystal Lake South High School 1998 — 2002
High School Diploma
J.P. Morgan Private Bank October 2013 - Present
J.P. Morgan Private Bank June 2007 - September 2013
J.P. Morgan September 2006 - May 2007
Purdue University August 2004 - May 2006
Purdue University January 2003 - May 2003
Skills
Private Banking, Portfolio Performance..., Investment Management, Series 7, Series 24, Series 9, Series 10, Series 66, Hedge Funds, Uniform Combined State..., FINRA, Private Equity, Asset Allocation, Portfolio Management, Investments, Asset Management, Financial Analysis
Education
Purdue University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Crystal Lake South High School 1998 — 2002
High School Diploma
John Platner's J.P. Morgan Private Bank Experience 2000 - 2002
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
Diana Persaud, MBA's J.P. Morgan Private Bank Experience July 2010 - Present
Job Vice President, JPMorgan Private Bank
Industry Accounting
Experience
J.P. Morgan Private Bank July 2010 - Present
KPMG August 2005 - July 2010
Centre Insurance Company September 2003 - July 2005
Skills
Alternative Investments, US GAAP
Education
Pace University - Lubin School of Business 2000 — 2005
BBA/MBA, Accounting
Forest Hills High School
J.P. Morgan Private Bank July 2010 - Present
KPMG August 2005 - July 2010
Centre Insurance Company September 2003 - July 2005
Skills
Alternative Investments, US GAAP
Education
Pace University - Lubin School of Business 2000 — 2005
BBA/MBA, Accounting
Forest Hills High School
Tyler Bethea's J.P. Morgan Private Bank Experience July 2009 - January 2014
Job Director at Crow Holdings Capital Partners
Industry Financial Services
Experience
Crow Holdings Capital Partners June 2015 - Present
J.P. Morgan February 2014 - May 2015
J.P. Morgan Private Bank July 2009 - January 2014
J.P. Morgan 2007 - 2009
Skills
Investments, Accounting, Securities, Due Diligence, Banking, Microsoft Office, Valuation, Bloomberg, Financial Modeling, Financial Analysis, Mortgage Banking
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2003 — 2006
Cistercian Preparatory School 1995 — 2003
Crow Holdings Capital Partners June 2015 - Present
J.P. Morgan February 2014 - May 2015
J.P. Morgan Private Bank July 2009 - January 2014
J.P. Morgan 2007 - 2009
Skills
Investments, Accounting, Securities, Due Diligence, Banking, Microsoft Office, Valuation, Bloomberg, Financial Modeling, Financial Analysis, Mortgage Banking
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2003 — 2006
Cistercian Preparatory School 1995 — 2003
Lisa Zhang's J.P. Morgan Private Bank Experience May 2010 - October 2012
Job Marketing Operations
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
J.P. Morgan October 2012 - June 2014
J.P. Morgan Private Bank May 2010 - October 2012
J.P. Morgan Asset Management August 2007 - May 2010
Skills
CRM
Education
Northwestern University 2003 — 2007
BA, Economics, Legal Studies
Bloomberg LP June 2014 - Present
J.P. Morgan October 2012 - June 2014
J.P. Morgan Private Bank May 2010 - October 2012
J.P. Morgan Asset Management August 2007 - May 2010
Skills
CRM
Education
Northwestern University 2003 — 2007
BA, Economics, Legal Studies
Claire Lukacs's J.P. Morgan Private Bank Experience May 2010 - April 2011
Job Graphic Designer
Industry Financial Services
Experience
Freelance Consultant February 2015 - Present
Prudential Financial August 2012 - January 2015
Freelance Consultant January 2012 - August 2012
Prudential Investments April 2011 - December 2011
J.P. Morgan Private Bank May 2010 - April 2011
Freelance Consultant November 2009 - April 2010
UBS Wealth Management May 2008 - April 2009
UBS Wealth Management July 2002 - May 2008
Mitchell & Associates March 2001 - June 2002
Cyrk March 1998 - March 2001
Skills
Graphic Design, Adobe Creative Suite, Brand Development, Direct Mail, Direct Marketing, Newsletters, Graphics, Creative Problem Solving, Brochures, Brand Implementation, Print Production, Troubleshooting, Press Checks, Advertising, Art Direction, Marketing Communications, Layout, Collateral, QuarkXPress, Posters, Concept Development, Marketing, Creative Direction
Education
Moore College of Art and Design
Freelance Consultant February 2015 - Present
Prudential Financial August 2012 - January 2015
Freelance Consultant January 2012 - August 2012
Prudential Investments April 2011 - December 2011
J.P. Morgan Private Bank May 2010 - April 2011
Freelance Consultant November 2009 - April 2010
UBS Wealth Management May 2008 - April 2009
UBS Wealth Management July 2002 - May 2008
Mitchell & Associates March 2001 - June 2002
Cyrk March 1998 - March 2001
Skills
Graphic Design, Adobe Creative Suite, Brand Development, Direct Mail, Direct Marketing, Newsletters, Graphics, Creative Problem Solving, Brochures, Brand Implementation, Print Production, Troubleshooting, Press Checks, Advertising, Art Direction, Marketing Communications, Layout, Collateral, QuarkXPress, Posters, Concept Development, Marketing, Creative Direction
Education
Moore College of Art and Design
Jenna Messer's J.P. Morgan Private Bank Experience May 2013 - June 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2013 - June 2015
J.P. Morgan July 2010 - May 2013
J.P. Morgan June 2009 - August 2009
Cross Commerce Media June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Financial Analysis, Strategic Financial..., WealthEngine, Asset Allocation, Estate Planning, Alternative Investments, Wealth Management, Microsoft CRM, Foundation Center, Portfolio Management, PowerPoint
Education
Harvard Business School 2015 — 2017
The College of William and Mary 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Friends Academy 2002 — 2006
J.P. Morgan Private Bank May 2013 - June 2015
J.P. Morgan July 2010 - May 2013
J.P. Morgan June 2009 - August 2009
Cross Commerce Media June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Financial Analysis, Strategic Financial..., WealthEngine, Asset Allocation, Estate Planning, Alternative Investments, Wealth Management, Microsoft CRM, Foundation Center, Portfolio Management, PowerPoint
Education
Harvard Business School 2015 — 2017
The College of William and Mary 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Friends Academy 2002 — 2006
Monica DiCenso's J.P. Morgan Private Bank Experience February 2014 - Present
Job Head of U.S. Equity Strategy, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
Joseph McKeever's J.P. Morgan Private Bank Experience August 2002 - June 2014
Job Senior Vice President Wealth Management UBS Financial Services, Inc.
Industry Banking
Experience
UBS Financial Services, Inc. June 2014 - Present
J.P. Morgan Private Bank August 2002 - June 2014
Education
Rowan University 1998 — 2002
Bachelor's Degree, B.A with a specialization in Finance
UBS Financial Services, Inc. June 2014 - Present
J.P. Morgan Private Bank August 2002 - June 2014
Education
Rowan University 1998 — 2002
Bachelor's Degree, B.A with a specialization in Finance
Jonathan Pueschel's J.P. Morgan Private Bank Experience June 2009 - Present
Job Private Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2009 - Present
JPMorgan Private Bank June 2009 - July 2012
Skills
Asset Allocation, Financial Analysis, Asset Management, Relationship Management, Wealth Management, Private Banking, Wealth Preservation..., Risk Management, Executive Compensation..., Concentrated Stock..., Bloomberg Terminal, Capital IQ, Asset Managment, portfolio construction
Education
The George Washington University - School of Business 2005 — 2009
Bachelor Accountancy, Accounting, Finance
Christian Brothers Academy 2001 — 2005
New York University 2011 — 2011
Candidate for Certificate in Real Estate, Real Estate
J.P. Morgan Private Bank June 2009 - Present
JPMorgan Private Bank June 2009 - July 2012
Skills
Asset Allocation, Financial Analysis, Asset Management, Relationship Management, Wealth Management, Private Banking, Wealth Preservation..., Risk Management, Executive Compensation..., Concentrated Stock..., Bloomberg Terminal, Capital IQ, Asset Managment, portfolio construction
Education
The George Washington University - School of Business 2005 — 2009
Bachelor Accountancy, Accounting, Finance
Christian Brothers Academy 2001 — 2005
New York University 2011 — 2011
Candidate for Certificate in Real Estate, Real Estate
Raphael Sutton's J.P. Morgan Private Bank Experience June 2007 - January 2014
Job Executive Director American Friends of the Israel Philharmonic Orchestra
Industry Nonprofit Organization Management
Experience
J.P. Morgan Private Bank June 2007 - January 2014
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Business
Tel Aviv University 1998 — 2001
LL.B., Law
Tel Aviv University 1998 — 2001
B.A., Economics
J.P. Morgan Private Bank June 2007 - January 2014
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Business
Tel Aviv University 1998 — 2001
LL.B., Law
Tel Aviv University 1998 — 2001
B.A., Economics
John Elmes, CFA's J.P. Morgan Private Bank Experience April 2013 - January 2015
Job President at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Mary Sedarat's J.P. Morgan Private Bank Experience 2001 - 2005
Job Chief Marketing Officer, Corporate & Investment Bank, Global Banking, J.P. Morgan
Industry Public Relations and Communications
Experience
J.P. Morgan Chase January 2013 - Present
J.P. Morgan Chase 2010 - 2013
J.P. Morgan Asset Management 2005 - 2010
J.P. Morgan Private Bank 2001 - 2005
J.P. Morgan 1999 - 2001
Citibank 1997 - 1999
American Stock Exchange (AMEX) 1994 - 1997
Ruder Finn Public Relations 1991 - 1994
Skills
Brand Management, Media Relations, Strategic Communications, Alternative Investments, Asset Management, Management, Public Relations, Marketing Communications, Marketing, Corporate Communications, Social Media, Strategy, Marketing Strategy
Education
University of Texas - Austin 1987 — 1991
BBA, Marketing
J.P. Morgan Chase January 2013 - Present
J.P. Morgan Chase 2010 - 2013
J.P. Morgan Asset Management 2005 - 2010
J.P. Morgan Private Bank 2001 - 2005
J.P. Morgan 1999 - 2001
Citibank 1997 - 1999
American Stock Exchange (AMEX) 1994 - 1997
Ruder Finn Public Relations 1991 - 1994
Skills
Brand Management, Media Relations, Strategic Communications, Alternative Investments, Asset Management, Management, Public Relations, Marketing Communications, Marketing, Corporate Communications, Social Media, Strategy, Marketing Strategy
Education
University of Texas - Austin 1987 — 1991
BBA, Marketing
Doug Reed's J.P. Morgan Private Bank Experience November 2009 - September 2011
Job Board Member at Promising Youth Alliance
Industry Hospital & Health Care
Experience
Promising Youth Alliance January 2014 - Present
Phoenix House December 2013 - Present
University of Texas at Arlington January 2006 - Present
Aberg Center for Literacy July 2013 - Present
Children's Medical Center Foundation September 2011 - November 2013
J.P. Morgan Private Bank November 2009 - September 2011
Fidelity Investments October 2001 - June 2009
Fidelity Investments May 1997 - September 2001
Fidelity Investments January 1991 - April 1997
Fidelity Investments October 1986 - December 1990
Skills
Philanthropy, Business Development, Talent Management, Wealth Management, Executive Management, Legislative Affairs, Risk Management, Nonprofits, Investments, CRM, Marketing, Management, Program Management, Leadership, Corporate Communications, Media Relations, Finance, Community Development, Internal Communications, Mergers & Acquisitions, Strategy, Human Resources, Banking, Financial Analysis, Operations Management, Strategic Planning, Budgets
Education
The University of Dallas 1988 — 1991
MBA, Corporate Finance
The University of Texas at Austin 1978 — 1982
BJ
Promising Youth Alliance January 2014 - Present
Phoenix House December 2013 - Present
University of Texas at Arlington January 2006 - Present
Aberg Center for Literacy July 2013 - Present
Children's Medical Center Foundation September 2011 - November 2013
J.P. Morgan Private Bank November 2009 - September 2011
Fidelity Investments October 2001 - June 2009
Fidelity Investments May 1997 - September 2001
Fidelity Investments January 1991 - April 1997
Fidelity Investments October 1986 - December 1990
Skills
Philanthropy, Business Development, Talent Management, Wealth Management, Executive Management, Legislative Affairs, Risk Management, Nonprofits, Investments, CRM, Marketing, Management, Program Management, Leadership, Corporate Communications, Media Relations, Finance, Community Development, Internal Communications, Mergers & Acquisitions, Strategy, Human Resources, Banking, Financial Analysis, Operations Management, Strategic Planning, Budgets
Education
The University of Dallas 1988 — 1991
MBA, Corporate Finance
The University of Texas at Austin 1978 — 1982
BJ
Frank Ramirez's J.P. Morgan Private Bank Experience January 1999 - September 2004
Job Vice President & Compliance Manager J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - Present
Credit Suisse April 2006 - October 2014
JPMorgan Chase October 2004 - April 2006
J.P. Morgan Private Bank January 1999 - September 2004
Prudential Securities February 1994 - December 1998
Prudential Insurance January 1989 - January 1994
Skills
Asset Managment, Investments, Fixed Income, Series 7, Due Diligence, Hedge Funds, Financial Analysis, Securities, Risk Management, Equities, Derivatives, Internal Audit, Asset Management, Alternative Investments, Capital Markets, Wealth Management, Private Banking
Education
Southern Methodist University 2002 — 2004
EMBA, Business Administration and Management, General
Southern Methodist University - Cox School of Business 2002 — 2004
Masters in Business Administration, Business Administration and Management, General
Loyola Marymount University 1983 — 1988
Bachelor of Science, Accounting
Loyola High School 1979 — 1983
JPMorgan Chase & Co. October 2014 - Present
Credit Suisse April 2006 - October 2014
JPMorgan Chase October 2004 - April 2006
J.P. Morgan Private Bank January 1999 - September 2004
Prudential Securities February 1994 - December 1998
Prudential Insurance January 1989 - January 1994
Skills
Asset Managment, Investments, Fixed Income, Series 7, Due Diligence, Hedge Funds, Financial Analysis, Securities, Risk Management, Equities, Derivatives, Internal Audit, Asset Management, Alternative Investments, Capital Markets, Wealth Management, Private Banking
Education
Southern Methodist University 2002 — 2004
EMBA, Business Administration and Management, General
Southern Methodist University - Cox School of Business 2002 — 2004
Masters in Business Administration, Business Administration and Management, General
Loyola Marymount University 1983 — 1988
Bachelor of Science, Accounting
Loyola High School 1979 — 1983
Brian Worgan's J.P. Morgan Private Bank Experience July 2013 - September 2014
Job Private Client Group/TD Wealth
Industry Banking
Experience
TD September 2014 - Present
J.P. Morgan Private Bank July 2013 - September 2014
PNC July 2010 - July 2013
Wells Fargo March 2004 - July 2010
Skills
Investment Management, Portfolio Management, Asset Management, Series 7, Separately Managed..., Pensions, Series 63, Wealth Management, 401k, Asset Managment, Retirement, Investment Advisory, ETFs, Defined Contribution, Institutional..., Asset Allocation, Alternative Investments, Investment Strategies, Philanthropy, DCIO, High Net Worth..., Endowment Funds, Private Foundations, Series 65, Family Office
Education
Southern Connecticut State University 1981 — 1986
Bachelor of Arts (B.A.)
TD September 2014 - Present
J.P. Morgan Private Bank July 2013 - September 2014
PNC July 2010 - July 2013
Wells Fargo March 2004 - July 2010
Skills
Investment Management, Portfolio Management, Asset Management, Series 7, Separately Managed..., Pensions, Series 63, Wealth Management, 401k, Asset Managment, Retirement, Investment Advisory, ETFs, Defined Contribution, Institutional..., Asset Allocation, Alternative Investments, Investment Strategies, Philanthropy, DCIO, High Net Worth..., Endowment Funds, Private Foundations, Series 65, Family Office
Education
Southern Connecticut State University 1981 — 1986
Bachelor of Arts (B.A.)
John Magrini's J.P. Morgan Private Bank Experience May 2013 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Information Technology and Services
Experience
J.P. Morgan Private Bank May 2013 - Present
Barclays Wealth November 2008 - May 2013
Lehman Brothers Inc. 2006 - 2008
Skills
Fixed Income, Sybase, Trading Systems, Wealth Management, Series 7, Hedge Funds, Equities, SDLC, Asset Managment, Axys, Reference Data, PMO, Requirements Analysis, Risk Management, Advent, Derivatives, Asset Management, Business Analysis, Portfolio Management, Electronic Trading, Project Portfolio..., Bloomberg, Agile Methodologies, Capital Markets, Software Project...
Education
Stony Brook University 2002 — 2006
Bachelor of Science (BS), Computer Science
J.P. Morgan Private Bank May 2013 - Present
Barclays Wealth November 2008 - May 2013
Lehman Brothers Inc. 2006 - 2008
Skills
Fixed Income, Sybase, Trading Systems, Wealth Management, Series 7, Hedge Funds, Equities, SDLC, Asset Managment, Axys, Reference Data, PMO, Requirements Analysis, Risk Management, Advent, Derivatives, Asset Management, Business Analysis, Portfolio Management, Electronic Trading, Project Portfolio..., Bloomberg, Agile Methodologies, Capital Markets, Software Project...
Education
Stony Brook University 2002 — 2006
Bachelor of Science (BS), Computer Science
Molly (Taylor) Gullman's J.P. Morgan Private Bank Experience October 2010 - August 2013
Job Vice President, Senior Client Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
BMO Harris Private Banking August 2013 - March 2015
J.P. Morgan Private Bank October 2010 - August 2013
Chase Investment Services Corporation November 2006 - October 2011
Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
BMO Private Banking March 2015 - Present
BMO Harris Private Banking August 2013 - March 2015
J.P. Morgan Private Bank October 2010 - August 2013
Chase Investment Services Corporation November 2006 - October 2011
Skills
Investments, Series 7, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Allocation, Bloomberg, Securities, Private Equity, Mutual Funds, New Business Development, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Michele Camp's J.P. Morgan Private Bank Experience January 2015 - Present
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2015 - Present
Bridgeway Capital Management, Inc. April 2012 - December 2014
Bridgeway Capital Management July 2010 - December 2014
Bridgeway Capital Management August 2006 - July 2010
Skills
Trading, Equities, Compliance, Securities, Back Office, Equity Trading, Mutual Funds, Portfolio Management
Education
Furman University 2002 — 2006
BA, Business Administration
J.P. Morgan Private Bank January 2015 - Present
Bridgeway Capital Management, Inc. April 2012 - December 2014
Bridgeway Capital Management July 2010 - December 2014
Bridgeway Capital Management August 2006 - July 2010
Skills
Trading, Equities, Compliance, Securities, Back Office, Equity Trading, Mutual Funds, Portfolio Management
Education
Furman University 2002 — 2006
BA, Business Administration
Jenna Shaker's J.P. Morgan Private Bank Experience December 2012 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank December 2012 - Present
J.P. Morgan Private Bank July 2011 - November 2012
J.P. Morgan Private Bank July 2008 - June 2011
Skills
Equities, Fixed Income, Portfolio Management, Asset Managment, Investments, Hedge Funds, Private Equity, Private Banking, Strategy, Bonds, Commodity, Leadership, Series 7, Electronic Trading, Management, Financial Analysis, Financial Modeling, Asset Allocation, Analysis, Bloomberg
Education
Ohio University 2004 — 2008
Bachelor of Business Adminstration, Finance, Business Law, Financial Sales Certificate
J.P. Morgan Private Bank December 2012 - Present
J.P. Morgan Private Bank July 2011 - November 2012
J.P. Morgan Private Bank July 2008 - June 2011
Skills
Equities, Fixed Income, Portfolio Management, Asset Managment, Investments, Hedge Funds, Private Equity, Private Banking, Strategy, Bonds, Commodity, Leadership, Series 7, Electronic Trading, Management, Financial Analysis, Financial Modeling, Asset Allocation, Analysis, Bloomberg
Education
Ohio University 2004 — 2008
Bachelor of Business Adminstration, Finance, Business Law, Financial Sales Certificate
Brett Headley's J.P. Morgan Private Bank Experience October 2009 - Present
Job Vice President Banker at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2009 - Present
BMO Capital Markets July 2007 - August 2009
Fort Washington Investment Advisors May 2006 - August 2006
CommInsure September 2005 - December 2005
Skills
Series 7, Series 63, Asset Allocation, Financial Markets, Banking, Credit, Wealth Management, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor, Finance
J.P. Morgan Private Bank October 2009 - Present
BMO Capital Markets July 2007 - August 2009
Fort Washington Investment Advisors May 2006 - August 2006
CommInsure September 2005 - December 2005
Skills
Series 7, Series 63, Asset Allocation, Financial Markets, Banking, Credit, Wealth Management, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor, Finance
Joseph Nicholas III CFP (R)'s J.P. Morgan Private Bank Experience October 2007 - Present
Job Investment Specialist at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank October 2007 - Present
J.P. Morgan Private Bank March 1999 - September 2007
Skills
Investments, Equities, Portfolio Management, Series 7, Fixed Income, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds
Education
Shippensburg University of Pennsylvania
J.P. Morgan Private Bank October 2007 - Present
J.P. Morgan Private Bank March 1999 - September 2007
Skills
Investments, Equities, Portfolio Management, Series 7, Fixed Income, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds
Education
Shippensburg University of Pennsylvania
Masha Shenfeld's J.P. Morgan Private Bank Experience April 2011 - August 2014
Job Business Development Marketing Manager at Amazon, Ideator
Industry Retail
Experience
Amazon September 2014 - Present
J.P. Morgan Private Bank April 2011 - August 2014
J.P. Morgan Private Bank June 2010 - April 2011
New York Life Insurance Company 2009 - 2009
Skills
Digital Marketing, Marketing, Marketing Strategy, Strategy, Market Research, Leadership, Business Development, Project Management, Email Marketing, Lead Generation, Relationship Management, Financial Services, Online Marketing, Competitive Analysis, Public Speaking, Creative Strategy, Strategic Communications, CRM, Digital Strategy, Project Planning, Collaborative Problem..., Creative Solutions, Marketing Research, Networking, Data Analysis, Team Building, Cost Management, International Marketing, Account Management, SharePoint, Analytics, PowerPoint
Education
Columbia University - Columbia Business School 2013 — 2013
Rutgers University-New Brunswick
Rutgers, The State University of New Jersey-Newark
Marketing & Management
University of Melbourne - Melbourne Business School
Study Abroad, Management
Amazon September 2014 - Present
J.P. Morgan Private Bank April 2011 - August 2014
J.P. Morgan Private Bank June 2010 - April 2011
New York Life Insurance Company 2009 - 2009
Skills
Digital Marketing, Marketing, Marketing Strategy, Strategy, Market Research, Leadership, Business Development, Project Management, Email Marketing, Lead Generation, Relationship Management, Financial Services, Online Marketing, Competitive Analysis, Public Speaking, Creative Strategy, Strategic Communications, CRM, Digital Strategy, Project Planning, Collaborative Problem..., Creative Solutions, Marketing Research, Networking, Data Analysis, Team Building, Cost Management, International Marketing, Account Management, SharePoint, Analytics, PowerPoint
Education
Columbia University - Columbia Business School 2013 — 2013
Rutgers University-New Brunswick
Rutgers, The State University of New Jersey-Newark
Marketing & Management
University of Melbourne - Melbourne Business School
Study Abroad, Management
Timothy Reid's J.P. Morgan Private Bank Experience August 2012 - Present
Job Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2012 - Present
J.P. Morgan Private Bank June 2011 - August 2011
Wells Fargo Securities June 2005 - July 2010
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Harvard College 2001 — 2005
Bachelor of Arts, History
J.P. Morgan Private Bank August 2012 - Present
J.P. Morgan Private Bank June 2011 - August 2011
Wells Fargo Securities June 2005 - July 2010
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Harvard College 2001 — 2005
Bachelor of Arts, History
Alex Michelsen's J.P. Morgan Private Bank Experience June 2011 - August 2014
Job Associate at J.P. Morgan Corporate & Investment Bank
Industry Financial Services
Experience
J.P. Morgan Corporate & Investment Bank September 2014 - Present
J.P. Morgan Private Bank June 2011 - August 2014
Vector Marketing May 2009 - August 2009
Livelyte Medical Weight Loss Center May 2008 - August 2008
Skills
Economics, Microsoft Excel, Entrepreneurship, Management, Leadership, Sales, Start-ups, Recruiting, Accounting, Customer Service, Financial Analysis, Analysis, Investments, Market Research
Education
St. Mary's College of Maryland 2007 — 2011
Bachelor's, Mathematics & Economics
St. Mary's College of Maryland 2007 — 2011
Bachelor's degree, Mathematics and Economics
J.P. Morgan Corporate & Investment Bank September 2014 - Present
J.P. Morgan Private Bank June 2011 - August 2014
Vector Marketing May 2009 - August 2009
Livelyte Medical Weight Loss Center May 2008 - August 2008
Skills
Economics, Microsoft Excel, Entrepreneurship, Management, Leadership, Sales, Start-ups, Recruiting, Accounting, Customer Service, Financial Analysis, Analysis, Investments, Market Research
Education
St. Mary's College of Maryland 2007 — 2011
Bachelor's, Mathematics & Economics
St. Mary's College of Maryland 2007 — 2011
Bachelor's degree, Mathematics and Economics
Jorge Bracero's J.P. Morgan Private Bank Experience February 2000 - August 2006
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Chase & Co. March 2013 - Present
J.P. Morgan Corporate & Investment Bank August 2006 - March 2013
J.P. Morgan Private Bank February 2000 - August 2006
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Derivatives, Emerging Markets, Spanish, Trading, Hedge Funds, Treasury Management
Education
Texas Tech University 1997 — 1999
Master of Public Administration (M.P.A.), Public Administration
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Labor and Industrial Relations
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Latin American Studies
J.P. Morgan Chase & Co. March 2013 - Present
J.P. Morgan Corporate & Investment Bank August 2006 - March 2013
J.P. Morgan Private Bank February 2000 - August 2006
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Derivatives, Emerging Markets, Spanish, Trading, Hedge Funds, Treasury Management
Education
Texas Tech University 1997 — 1999
Master of Public Administration (M.P.A.), Public Administration
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Labor and Industrial Relations
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Latin American Studies
Katie LeGardeur's J.P. Morgan Private Bank Experience 1996 - 2015
Job
Industry
Experience
J.P. Morgan Private Bank 1996 - 2015
Education
Tulane University 1996 — 1999
Master of Business Administration (M.B.A.)
Ohio University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Communications
J.P. Morgan Private Bank 1996 - 2015
Education
Tulane University 1996 — 1999
Master of Business Administration (M.B.A.)
Ohio University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Communications
Megan Levitch's J.P. Morgan Private Bank Experience 2012 - 2014
Job Practice Manager: Technology & Services at Axiom
Industry Legal Services
Experience
Axiom June 2014 - Present
J.P. Morgan Private Bank 2012 - 2014
Covington & Burling LLP 2008 - 2010
Corporate Executive Board 2006 - 2007
Corporate Executive Board 2004 - 2006
Corporate Executive Board 2003 - 2004
Skills
Asset Management, Financial Services, Strategic Planning, Market Research, Business Analysis, Cross-functional Team..., Entrepreneurship, Data Analysis, Relationship Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance
Loyola College in Maryland 1999 — 2003
Bachelor of Arts (B.A.)
Axiom June 2014 - Present
J.P. Morgan Private Bank 2012 - 2014
Covington & Burling LLP 2008 - 2010
Corporate Executive Board 2006 - 2007
Corporate Executive Board 2004 - 2006
Corporate Executive Board 2003 - 2004
Skills
Asset Management, Financial Services, Strategic Planning, Market Research, Business Analysis, Cross-functional Team..., Entrepreneurship, Data Analysis, Relationship Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance
Loyola College in Maryland 1999 — 2003
Bachelor of Arts (B.A.)
Matthew Lahart's J.P. Morgan Private Bank Experience June 2012 - Present
Job Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank June 2012 - Present
J.P. Morgan Asset Management July 2009 - May 2012
Education
Georgetown University 2005 — 2009
Finance, International Business
J.P. Morgan Private Bank June 2012 - Present
J.P. Morgan Asset Management July 2009 - May 2012
Education
Georgetown University 2005 — 2009
Finance, International Business
Ashley Marlenga's J.P. Morgan Private Bank Experience August 2011 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2011 - Present
Skills
Valuation, Private Equity, Venture Capital, Investment Banking, Emerging Markets, Financial Modeling, LBO, Due Diligence, Corporate Development, Equities, Corporate Finance, Business Valuation, Investments, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
Master of Business Administration
Princeton University 2001 — 2005
Bachelor of the Arts
J.P. Morgan Private Bank August 2011 - Present
Skills
Valuation, Private Equity, Venture Capital, Investment Banking, Emerging Markets, Financial Modeling, LBO, Due Diligence, Corporate Development, Equities, Corporate Finance, Business Valuation, Investments, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
Master of Business Administration
Princeton University 2001 — 2005
Bachelor of the Arts
Carsten Otto's J.P. Morgan Private Bank Experience July 2012 - August 2013
Job Americas Head of Compliance and Interim Global Head of Investment Strategies Compliance at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
J.P. Morgan Private Bank July 2012 - August 2013
JP Morgan June 2010 - July 2012
Morgan Stanley Asset Management May 2006 - June 2010
Morgan Stanley Investment Management October 1993 - May 2006
Skills
AML, Equities
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
Georgetown University 1982 — 1986
BSFS, Foreign Service
Moravian Academy 1982 — 1984
High School
BlackRock September 2013 - Present
J.P. Morgan Private Bank July 2012 - August 2013
JP Morgan June 2010 - July 2012
Morgan Stanley Asset Management May 2006 - June 2010
Morgan Stanley Investment Management October 1993 - May 2006
Skills
AML, Equities
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
Georgetown University 1982 — 1986
BSFS, Foreign Service
Moravian Academy 1982 — 1984
High School
David (Dave) Coduto's J.P. Morgan Private Bank Experience September 2002 - April 2012
Job Vice President Specialty Lending Group at PNC
Industry Banking
Experience
PNC April 2012 - Present
J.P. Morgan Private Bank September 2002 - April 2012
PNC August 1996 - September 2002
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Credit, Credit Analysis
Education
Ohio University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Walsh University
Master of Arts (M.A.)
PNC April 2012 - Present
J.P. Morgan Private Bank September 2002 - April 2012
PNC August 1996 - September 2002
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Credit, Credit Analysis
Education
Ohio University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Walsh University
Master of Arts (M.A.)
Kathleen Severance's J.P. Morgan Private Bank Experience January 2000 - Present
Job Portfolio Manager, V.P., at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Private Bank January 2000 - Present
Banc One Securities Corporation August 1998 - December 1999
Bank One June 1997 - July 1998
Bank One Indiana, NA April 1993 - May 1997
Education
Ohio Dominican University 2006 — 2008
Bachelor of Business, Business Administration and Management, General
J.P. Morgan Private Bank January 2000 - Present
Banc One Securities Corporation August 1998 - December 1999
Bank One June 1997 - July 1998
Bank One Indiana, NA April 1993 - May 1997
Education
Ohio Dominican University 2006 — 2008
Bachelor of Business, Business Administration and Management, General
Patric Thomas's J.P. Morgan Private Bank Experience July 2009 - Present
Job Supervisory Manager at JP Morgan Private Bank Global Investment Opportunity Group (GIO)
Industry Financial Services
Experience
JP Morgan Private Bank- Global Investment Opportunity Group (GIO) April 2014 - Present
J.P. Morgan Private Bank July 2009 - Present
Bear Stearns July 2006 - July 2009
TD Ameritrade April 2003 - July 2006
TD Ameritrade May 1999 - April 2003
Skills
Risk Management, Supervision, Relationship Management, Trading, Trade Compliance, Financial Markets, Prime Brokerage, Trading Operations, Options Strategies, Manage Client..., Online Brokerage, Private Banking, Personal Financial..., Derivatives Trading, General Securities..., Securities Market, Series 7, Series 63, Series 24, series 4, series 9, series 10, series 66
Education
SUNY Stony Brook 1993 — 1997
JP Morgan Private Bank- Global Investment Opportunity Group (GIO) April 2014 - Present
J.P. Morgan Private Bank July 2009 - Present
Bear Stearns July 2006 - July 2009
TD Ameritrade April 2003 - July 2006
TD Ameritrade May 1999 - April 2003
Skills
Risk Management, Supervision, Relationship Management, Trading, Trade Compliance, Financial Markets, Prime Brokerage, Trading Operations, Options Strategies, Manage Client..., Online Brokerage, Private Banking, Personal Financial..., Derivatives Trading, General Securities..., Securities Market, Series 7, Series 63, Series 24, series 4, series 9, series 10, series 66
Education
SUNY Stony Brook 1993 — 1997