J.P. Morgan Private Bank
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J.P. Morgan Private Bank Employees
Employee
Years
Job
Industry
Missy Foristall Missy Foristall's J.P. Morgan Private Bank Experience July 2014 - Present
Job Head of Digital and Creative Services at JP Morgan Private Bank
Industry Internet
Experience
JP Morgan Private Bank July 2014 - Present
MediaLink June 2012 - July 2014
Martha Stewart Living Omnimedia 2010 - June 2012
Razorfish July 1998 - October 2010
iXL/Scient 1998 - 2003
K2 Design 1995 - 1997
Skills
Digital Strategy, Digital Media, Digital Marketing, Integrated Marketing, Interactive Marketing, User Experience, E-commerce, Information Architecture, Online Advertising, Content Strategy, Mobile Marketing, New Media, Social Media, Creative Direction, Web Analytics, Social Media Marketing, Analytics, Advertising, Strategic Partnerships, Interaction Design, Mobile Devices, Online Marketing, Content Management, Mobile Advertising, Web Project Management, Project Management, Operations Management, SEM, Creative Strategy, Email Marketing
Education
Hartwick College 1990 — 1994
BA, Art History
Pelham Memorial High School
JP Morgan Private Bank July 2014 - Present
MediaLink June 2012 - July 2014
Martha Stewart Living Omnimedia 2010 - June 2012
Razorfish July 1998 - October 2010
iXL/Scient 1998 - 2003
K2 Design 1995 - 1997
Skills
Digital Strategy, Digital Media, Digital Marketing, Integrated Marketing, Interactive Marketing, User Experience, E-commerce, Information Architecture, Online Advertising, Content Strategy, Mobile Marketing, New Media, Social Media, Creative Direction, Web Analytics, Social Media Marketing, Analytics, Advertising, Strategic Partnerships, Interaction Design, Mobile Devices, Online Marketing, Content Management, Mobile Advertising, Web Project Management, Project Management, Operations Management, SEM, Creative Strategy, Email Marketing
Education
Hartwick College 1990 — 1994
BA, Art History
Pelham Memorial High School
Emily M. Nelson Emily M. Nelson's J.P. Morgan Private Bank Experience August 2009 - Present
Job Senior Account Officer
Industry Financial Services
Experience
JP Morgan Private Bank August 2009 - Present
JPMorgan Chase March 2006 - August 2009
Skills
Series 7, Series 63, Private Banking, Sales, Relationship Management, Consumer Lending, Financial Analysis, Financial Planning, Investments, Customer Service, Problem Solving, Team Building
Education
Sewanee-The University of the South 2001 — 2005
B.A, Philosophy
JP Morgan Private Bank August 2009 - Present
JPMorgan Chase March 2006 - August 2009
Skills
Series 7, Series 63, Private Banking, Sales, Relationship Management, Consumer Lending, Financial Analysis, Financial Planning, Investments, Customer Service, Problem Solving, Team Building
Education
Sewanee-The University of the South 2001 — 2005
B.A, Philosophy
Gregory Walker, CFA Gregory Walker, CFA's J.P. Morgan Private Bank Experience April 2006 - October 2014
Job Financial & Investments Leader
Industry Investment Management
Experience
Cantor Fitzgerald Wealth Partners October 2014 - August 2015
JP Morgan Private Bank April 2006 - October 2014
JP Morgan Private Bank October 1999 - April 2006
Northern Trust Bank of Florida November 1996 - October 1999
Jefferson Pilot Life Insurance, Inc. October 1993 - November 1996
North Carolina Trust Company August 1990 - October 1993
First Citizens Bank August 1988 - August 1990
US Army April 1980 - April 1986
Skills
Investments, Hedge Funds, Equity Trading, Investment Banking, Alternative Investments, High Net Worth..., Risk Management, Equities, Asset Management, Portfolio Management, Asset Allocation, Management, Investment Strategies, Private Equity, Securities, Capital Markets, Wealth Management, Finance, Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling
Education
University of North Carolina at Greensboro 1991 — 1995
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Greensboro 1986 — 1988
Bachelor of Science (B.S.), Economics & Finance
Cantor Fitzgerald Wealth Partners October 2014 - August 2015
JP Morgan Private Bank April 2006 - October 2014
JP Morgan Private Bank October 1999 - April 2006
Northern Trust Bank of Florida November 1996 - October 1999
Jefferson Pilot Life Insurance, Inc. October 1993 - November 1996
North Carolina Trust Company August 1990 - October 1993
First Citizens Bank August 1988 - August 1990
US Army April 1980 - April 1986
Skills
Investments, Hedge Funds, Equity Trading, Investment Banking, Alternative Investments, High Net Worth..., Risk Management, Equities, Asset Management, Portfolio Management, Asset Allocation, Management, Investment Strategies, Private Equity, Securities, Capital Markets, Wealth Management, Finance, Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling
Education
University of North Carolina at Greensboro 1991 — 1995
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Greensboro 1986 — 1988
Bachelor of Science (B.S.), Economics & Finance
Henry Supinski Henry Supinski's J.P. Morgan Private Bank Experience October 2010 - March 2011
Job Client Relationship Manager at InvestEdge, Inc.
Industry Information Technology and Services
Experience
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
Paula Canlas Paula Canlas's J.P. Morgan Private Bank Experience August 2004 - July 2006
Job Director MLP Business at Salient Partners
Industry Investment Management
Experience
Salient Partners July 2013 - Present
Salient Partners July 2010 - July 2013
Telemus Capital Partners, LLC May 2007 - June 2010
UBS Financial Services Inc July 2006 - May 2007
JP Morgan Private Bank August 2004 - July 2006
JP Morgan Chase & Co August 2002 - August 2004
Van Kampen Investments May 2000 - August 2002
Skills
Equities, Investments, Financial Services, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Hedge Funds, Non-profits, Microsoft Excel, Risk Management, Private Equity, Due Diligence, Program Management, Wealth Management, Financial Reporting, Microsoft Office, Auditing, Accounting, Customer Service, PowerPoint, Asset Managment, Portfolio Management, Outlook, Microsoft Word, Corporate Finance, Investment Management, Investment Advisory, Event Planning, Fundraising, Trading, Retirement Planning, Strategic Planning, Investor Relations, Asset Management
Education
Texas State University-San Marcos 1995 — 1999
Bachleor of Heathcare Adminstration
Salient Partners July 2013 - Present
Salient Partners July 2010 - July 2013
Telemus Capital Partners, LLC May 2007 - June 2010
UBS Financial Services Inc July 2006 - May 2007
JP Morgan Private Bank August 2004 - July 2006
JP Morgan Chase & Co August 2002 - August 2004
Van Kampen Investments May 2000 - August 2002
Skills
Equities, Investments, Financial Services, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Hedge Funds, Non-profits, Microsoft Excel, Risk Management, Private Equity, Due Diligence, Program Management, Wealth Management, Financial Reporting, Microsoft Office, Auditing, Accounting, Customer Service, PowerPoint, Asset Managment, Portfolio Management, Outlook, Microsoft Word, Corporate Finance, Investment Management, Investment Advisory, Event Planning, Fundraising, Trading, Retirement Planning, Strategic Planning, Investor Relations, Asset Management
Education
Texas State University-San Marcos 1995 — 1999
Bachleor of Heathcare Adminstration
Will Gourd Will Gourd's J.P. Morgan Private Bank Experience 1994 - March 2005
Job Managing Director at UBS Financial Services, Inc.
Industry Banking
Experience
UBS Private Wealth Management September 2008 - Present
Lehman Brothers March 2005 - September 2008
JP Morgan Private Bank 1994 - March 2005
Smith Barney 1987 - 1994
Bankers Trust 1985 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Skidmore College 1981 — 1985
Economics and Business
Suffield Acadamy 1978 — 1981
UBS Private Wealth Management September 2008 - Present
Lehman Brothers March 2005 - September 2008
JP Morgan Private Bank 1994 - March 2005
Smith Barney 1987 - 1994
Bankers Trust 1985 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Skidmore College 1981 — 1985
Economics and Business
Suffield Acadamy 1978 — 1981
James Kratochvil's J.P. Morgan Private Bank Experience May 2010 - Present
Job Client Associate at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Private Bank May 2010 - Present
JPMorgan Chase May 2007 - May 2010
Skills
Series 7, Series 63, Securities, Investments, Retirement Planning, Wealth Management, Asset Management, Financial Services, Consumer Lending, Commercial Lending, Commercial Banking, Banking, Loans
Education
Marquette University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Law
JP Morgan Private Bank May 2010 - Present
JPMorgan Chase May 2007 - May 2010
Skills
Series 7, Series 63, Securities, Investments, Retirement Planning, Wealth Management, Asset Management, Financial Services, Consumer Lending, Commercial Lending, Commercial Banking, Banking, Loans
Education
Marquette University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Law
Emily Braid Emily Braid's J.P. Morgan Private Bank Experience May 2008 - August 2008
Job Private Office at Department for Education
Industry Public Policy
Experience
Department for Education August 2014 - Present
British Embassy March 2013 - Present
University of Oxford, UN Working Group on Business and Human Rights March 2011 - April 2013
Oxford University Transitional Justice Research Group September 2010 - June 2012
JP Morgan Private Bank May 2008 - August 2008
Skills
International..., Qualitative Research, Policy Analysis, International Relations, Foreign Policy, Political Science, Politics, Human Rights, Research, Public Policy, Peacebuilding, Economics, NGOs
Education
University of Oxford 2009 — 2011
Master of Philosophy (MPhil), Development Studies
Rice University 2005 — 2009
B.A, Comparative Politics and English
Universidad Politécnica de Valencia 2007 — 2007
Department for Education August 2014 - Present
British Embassy March 2013 - Present
University of Oxford, UN Working Group on Business and Human Rights March 2011 - April 2013
Oxford University Transitional Justice Research Group September 2010 - June 2012
JP Morgan Private Bank May 2008 - August 2008
Skills
International..., Qualitative Research, Policy Analysis, International Relations, Foreign Policy, Political Science, Politics, Human Rights, Research, Public Policy, Peacebuilding, Economics, NGOs
Education
University of Oxford 2009 — 2011
Master of Philosophy (MPhil), Development Studies
Rice University 2005 — 2009
B.A, Comparative Politics and English
Universidad Politécnica de Valencia 2007 — 2007
William T. Spencer's J.P. Morgan Private Bank Experience March 2011 - Present
Job Executive Director Senior Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - June 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc. 1991 - 1993
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Leadership, Hedge Funds, New Business Development, Mortgage Lending, Banking, Insurance, Strategic Planning, Private Equity, Securities Lending, Trust Services, Networking
Education
Hofstra University 1990 — 1993
MBA, Finance - Portfolio Management
St. Lawrence University 1979 — 1983
BA, English
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - June 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc. 1991 - 1993
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Leadership, Hedge Funds, New Business Development, Mortgage Lending, Banking, Insurance, Strategic Planning, Private Equity, Securities Lending, Trust Services, Networking
Education
Hofstra University 1990 — 1993
MBA, Finance - Portfolio Management
St. Lawrence University 1979 — 1983
BA, English
Charles Wondra, CTFA, CFP Charles Wondra, CTFA, CFP's J.P. Morgan Private Bank Experience June 2006 - May 2008
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth May 2008 - April 2012
JP Morgan Private Bank June 2006 - May 2008
Northern Trust March 2002 - June 2006
Federal Reserve Bank of Cleveland 1989 - 1996
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management
Education
The University of Akron 1984 — 1989
Business Administration, Finance
Walsh Jesuit
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth May 2008 - April 2012
JP Morgan Private Bank June 2006 - May 2008
Northern Trust March 2002 - June 2006
Federal Reserve Bank of Cleveland 1989 - 1996
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management
Education
The University of Akron 1984 — 1989
Business Administration, Finance
Walsh Jesuit
Kathleen Twohig Hamelin Kathleen Twohig Hamelin's J.P. Morgan Private Bank Experience April 2008 - July 2013
Job Administrative Secretary at Newark Charter School
Industry Primary/Secondary Education
Experience
Newark Charter School August 2013 - Present
JP Morgan Private Bank April 2008 - July 2013
JP Morgan Trust Company of Delaware April 2006 - March 2008
JP Morgan Private Bank January 2002 - April 2006
JP Morgan Private Bank August 1999 - January 2002
JP Morgan Private Bank April 1998 - August 1999
Wilmington Trust Company July 1993 - December 1997
Skills
Relationship Management, Fundraising, Professional Organizing, Social Networking, Non-profit Volunteer, Superior Client Service, Building Solid...
Education
University of Delaware
Bachelor of Arts (BA), Cultural Anthropology and Minor Women's Studies
Newark Charter School August 2013 - Present
JP Morgan Private Bank April 2008 - July 2013
JP Morgan Trust Company of Delaware April 2006 - March 2008
JP Morgan Private Bank January 2002 - April 2006
JP Morgan Private Bank August 1999 - January 2002
JP Morgan Private Bank April 1998 - August 1999
Wilmington Trust Company July 1993 - December 1997
Skills
Relationship Management, Fundraising, Professional Organizing, Social Networking, Non-profit Volunteer, Superior Client Service, Building Solid...
Education
University of Delaware
Bachelor of Arts (BA), Cultural Anthropology and Minor Women's Studies
Matthew Cooney Matthew Cooney's J.P. Morgan Private Bank Experience June 2013 - March 2015
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2015 - Present
JP Morgan Private Bank June 2013 - March 2015
NYU Stern School of Business February 2011 - May 2013
United States Marine Corps April 2010 - August 2012
United States Marine Corps January 2006 - February 2010
Skills
Team Leadership, Data Analysis, Team Management, Strategic Leadership, Selling Skills, Market Analysis, Operations Management, Project Coordination, Briefs, Communication Skills, Military Operations, Operational Planning, Military, Security Clearance
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
United States Naval Academy 1999 — 2003
BS, Economics
J.P. Morgan April 2015 - Present
JP Morgan Private Bank June 2013 - March 2015
NYU Stern School of Business February 2011 - May 2013
United States Marine Corps April 2010 - August 2012
United States Marine Corps January 2006 - February 2010
Skills
Team Leadership, Data Analysis, Team Management, Strategic Leadership, Selling Skills, Market Analysis, Operations Management, Project Coordination, Briefs, Communication Skills, Military Operations, Operational Planning, Military, Security Clearance
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
United States Naval Academy 1999 — 2003
BS, Economics
Christopher J. DeMonte, CFA Christopher J. DeMonte, CFA's J.P. Morgan Private Bank Experience December 2009 - September 2013
Job Senior Vice President, Wealth Advisor at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman Wealth Management September 2013 - Present
JP Morgan Private Bank December 2009 - September 2013
Citi Private Bank November 2007 - December 2009
Optimum Investment Advisors, LLC April 2006 - October 2007
Northern Trust October 2004 - April 2006
U.S. Trust Company January 2000 - October 2004
Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7
Education
University of Wisconsin, Madison 1989 — 1993
Bachelor of Arts, Political Science, International Relations
Universidad de Sevilla 1992 — 1992
Neuberger Berman Wealth Management September 2013 - Present
JP Morgan Private Bank December 2009 - September 2013
Citi Private Bank November 2007 - December 2009
Optimum Investment Advisors, LLC April 2006 - October 2007
Northern Trust October 2004 - April 2006
U.S. Trust Company January 2000 - October 2004
Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7
Education
University of Wisconsin, Madison 1989 — 1993
Bachelor of Arts, Political Science, International Relations
Universidad de Sevilla 1992 — 1992
Sandra Weir,CFP® Sandra Weir,CFP®'s J.P. Morgan Private Bank Experience December 2009 - May 2011
Job Vice President Senior Relationship Manager at Credit Agricole
Industry Financial Services
Experience
Credit Agricole Private Banking 2012 - Present
JP Morgan Private Bank December 2009 - May 2011
SunTrust Bank - Legal Specialty Group December 2008 - December 2009
Citi Private Bank - Law Firm Group October 2007 - December 2008
UBS International January 1996 - May 2006
Citibank International January 1994 - January 1996
Nomura Securities 1990 - 1992
Societe Generale 1989 - 1990
Skills
Portfolio Management, Private Banking, Investment Advisory, Investment Strategies, Investment Management, Investment Promotion, Credit, International Sales, Alternative Investments, Strategic Financial..., Latin American Business, International Investment, Investments, Investment Banking, Loans, Banking, Wealth Management
Education
University of Miami 2010 — 2011
CPC, Executive Coach
Pace University 1985 — 1989
B.B.A, International Business and Finance
Credit Agricole Private Banking 2012 - Present
JP Morgan Private Bank December 2009 - May 2011
SunTrust Bank - Legal Specialty Group December 2008 - December 2009
Citi Private Bank - Law Firm Group October 2007 - December 2008
UBS International January 1996 - May 2006
Citibank International January 1994 - January 1996
Nomura Securities 1990 - 1992
Societe Generale 1989 - 1990
Skills
Portfolio Management, Private Banking, Investment Advisory, Investment Strategies, Investment Management, Investment Promotion, Credit, International Sales, Alternative Investments, Strategic Financial..., Latin American Business, International Investment, Investments, Investment Banking, Loans, Banking, Wealth Management
Education
University of Miami 2010 — 2011
CPC, Executive Coach
Pace University 1985 — 1989
B.B.A, International Business and Finance
Alesia Mason Alesia Mason's J.P. Morgan Private Bank Experience February 2011 - September 2015
Job Executive Assistant at Carrick Capital Partners
Industry Financial Services
Experience
Carrick Capital Partners September 2015 - Present
JP Morgan - Private Bank February 2011 - September 2015
Workplace Answers June 2006 - May 2010
Oppenheimer & Co. Inc. March 2003 - May 2006
CIBC World Markets March 2002 - October 2002
CIBC World Markets August 2000 - October 2001
Skills
Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Administrative..., Microsoft Office, Event Management, Budgets, Outlook, Office Management, Sales, Social Media, Office Administration, Spreadsheets, Public Relations, Access, Analysis, Event Planning, Marketing Strategy, Strategic Planning, Team Building, Research, Email Marketing
Education
San Francisco State University 1997 — 2000
Theatre Arts, Theatre/Theater
Merritt College 1994 — 1997
Business/Word Processing / Social and Behavioral Sciences
Carrick Capital Partners September 2015 - Present
JP Morgan - Private Bank February 2011 - September 2015
Workplace Answers June 2006 - May 2010
Oppenheimer & Co. Inc. March 2003 - May 2006
CIBC World Markets March 2002 - October 2002
CIBC World Markets August 2000 - October 2001
Skills
Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Administrative..., Microsoft Office, Event Management, Budgets, Outlook, Office Management, Sales, Social Media, Office Administration, Spreadsheets, Public Relations, Access, Analysis, Event Planning, Marketing Strategy, Strategic Planning, Team Building, Research, Email Marketing
Education
San Francisco State University 1997 — 2000
Theatre Arts, Theatre/Theater
Merritt College 1994 — 1997
Business/Word Processing / Social and Behavioral Sciences
Reneta Thurairatnam, CTFA's J.P. Morgan Private Bank Experience April 2014 - August 2014
Job VP, Wealth Advisor at Lake City Bank
Industry Financial Services
Experience
Lake City Bank August 2014 - Present
JP Morgan Private Bank April 2014 - August 2014
JP Morgan Private Wealth Management June 2009 - April 2014
Indiana's News Center September 2011 - May 2012
National City Bank November 2007 - June 2009
National City Bank January 2006 - November 2007
National City Bank June 2004 - January 2006
National City Bank June 2002 - June 2004
National City Bank August 1998 - June 2002
Old National Bank July 1997 - August 2001
Education
University of Notre Dame 2015 — 2015
Cannon Trust School, Trust
University of Saint Francis 2007 — 2011
MBA, International Business
Huntington College 1998 — 2002
BS, Business Economics, Minor in Management
Lake City Bank August 2014 - Present
JP Morgan Private Bank April 2014 - August 2014
JP Morgan Private Wealth Management June 2009 - April 2014
Indiana's News Center September 2011 - May 2012
National City Bank November 2007 - June 2009
National City Bank January 2006 - November 2007
National City Bank June 2004 - January 2006
National City Bank June 2002 - June 2004
National City Bank August 1998 - June 2002
Old National Bank July 1997 - August 2001
Education
University of Notre Dame 2015 — 2015
Cannon Trust School, Trust
University of Saint Francis 2007 — 2011
MBA, International Business
Huntington College 1998 — 2002
BS, Business Economics, Minor in Management
Patricia Owens Patricia Owens's J.P. Morgan Private Bank Experience December 2012 - Present
Job Private Banker, JP Morgan
Industry Investment Management
Experience
JP Morgan Private Bank December 2012 - Present
Sage Hill Partners November 2008 - September 2012
Decision Strategies International October 2007 - November 2008
PNC Advisors January 2004 - October 2007
Bryn Mawr Trust Company September 2001 - December 2004
SEI Investments September 1991 - June 2000
Goldman Sachs June 1990 - August 1990
Procter & Gamble August 1985 - August 1989
Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA
Princeton University 1981 — 1985
Cherry Hill East
JP Morgan Private Bank December 2012 - Present
Sage Hill Partners November 2008 - September 2012
Decision Strategies International October 2007 - November 2008
PNC Advisors January 2004 - October 2007
Bryn Mawr Trust Company September 2001 - December 2004
SEI Investments September 1991 - June 2000
Goldman Sachs June 1990 - August 1990
Procter & Gamble August 1985 - August 1989
Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA
Princeton University 1981 — 1985
Cherry Hill East
Jason E. Latos Jason E. Latos's J.P. Morgan Private Bank Experience 1995 - 2004
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management April 2004 - Present
JP Morgan Private Bank 1995 - 2004
Skills
Wealth Management, Global Tactical Asset..., Investment Strategies, Investments, Financial Advisory, Equity Trading, Fixed Income Strategies, Alternative Investments, Hedge Funds, Private Equity, Derivatives, Cash Management, Equities, Finance, Series 7, Banking, Strategy, Fixed Income, Portfolio Management, Asset Management, High Net Worth..., Wealth, Capital Markets, Financial Markets
Education
University of Delaware
BS, Finance
UBS Private Wealth Management April 2004 - Present
JP Morgan Private Bank 1995 - 2004
Skills
Wealth Management, Global Tactical Asset..., Investment Strategies, Investments, Financial Advisory, Equity Trading, Fixed Income Strategies, Alternative Investments, Hedge Funds, Private Equity, Derivatives, Cash Management, Equities, Finance, Series 7, Banking, Strategy, Fixed Income, Portfolio Management, Asset Management, High Net Worth..., Wealth, Capital Markets, Financial Markets
Education
University of Delaware
BS, Finance
Jeremy Solomons's J.P. Morgan Private Bank Experience 1990 - 1991
Job Coach and Trainer in Global Leadership, Diversity and Teambuilding
Industry Management Consulting
Experience
Jeremy Solomons & Assoc 1992 - Present
World Bank 1992 - 1994
Curriculum Career Counseling 1991 - 1992
JP Morgan Private Bank 1990 - 1991
Citibank Private Bank 1988 - 1990
Reuters News Agency 1982 - 1988
Lloyds Bank International 1981 - 1982
Skills
Coaching, Leadership Development, Team Building, French, English, Executive Coaching, Organizational..., Public Speaking, Mentoring, Conflict Resolution, Strategic Planning, Personal Development, Non-profits, Career Development, Writing, Problem Solving, Negotiation, Instructional Design, Team Management, Executive Development, Interviewing, Italian
Education
University of Oxford
MA Oxon, French
Università per Stranieri di Perugia 1981 — 1982
University of Oxford 1977 — 1981
BA Hons, French
Jeremy Solomons & Assoc 1992 - Present
World Bank 1992 - 1994
Curriculum Career Counseling 1991 - 1992
JP Morgan Private Bank 1990 - 1991
Citibank Private Bank 1988 - 1990
Reuters News Agency 1982 - 1988
Lloyds Bank International 1981 - 1982
Skills
Coaching, Leadership Development, Team Building, French, English, Executive Coaching, Organizational..., Public Speaking, Mentoring, Conflict Resolution, Strategic Planning, Personal Development, Non-profits, Career Development, Writing, Problem Solving, Negotiation, Instructional Design, Team Management, Executive Development, Interviewing, Italian
Education
University of Oxford
MA Oxon, French
Università per Stranieri di Perugia 1981 — 1982
University of Oxford 1977 — 1981
BA Hons, French
Paul Bacinschi Paul Bacinschi's J.P. Morgan Private Bank Experience October 2004 - January 2006
Job Vice President at JP Morgan Investment Bank
Industry Investment Banking
Experience
JP Morgan Investment Bank July 2006 - Present
JP Morgan Investment Bank February 2006 - July 2006
JP Morgan Private Bank October 2004 - January 2006
Thomson Financial - Omgeo August 2004 - October 2004
BEA Systems - Liberty Mutual March 2004 - August 2004
Thomson Financial - Omgeo July 2000 - February 2004
BEA Systems - Nextrade January 2000 - July 2000
Unisys - Norwest Financial Institution June 1998 - January 2000
Scotia Capital January 1998 - June 1998
Netscape - Dow Jones September 1997 - January 1998
Skills
SOA, Agile Methodologies, Enterprise Architecture, Java, Software Project..., Weblogic, SDLC, Unix, Integration, Requirements Analysis, Solution Architecture, Web Services, Application Architecture, Scrum, Java Enterprise Edition, Cloud Computing, Testing, Telecommunications, Websphere, Hibernate, Spring, Enterprise Software, Software Development, Databases, XML, Requirements Gathering, Architecture, Apache, Oracle, OOP, REST, IIS, C++, Security, Middleware, Performance Tuning, Multithreading, Sybase, System Architecture, Solaris, UML, DB2, Unix Shell Scripting, Software Design, Tomcat, Distributed Systems, JMS, Agile Project Management, Design Patterns, Architectures
Education
1975 — 1980
Master of Science, Electronics and Telecommunications
Nicolae Balcescu - Cluj Napoca 1971 — 1974
Bacalaureat
JP Morgan Investment Bank July 2006 - Present
JP Morgan Investment Bank February 2006 - July 2006
JP Morgan Private Bank October 2004 - January 2006
Thomson Financial - Omgeo August 2004 - October 2004
BEA Systems - Liberty Mutual March 2004 - August 2004
Thomson Financial - Omgeo July 2000 - February 2004
BEA Systems - Nextrade January 2000 - July 2000
Unisys - Norwest Financial Institution June 1998 - January 2000
Scotia Capital January 1998 - June 1998
Netscape - Dow Jones September 1997 - January 1998
Skills
SOA, Agile Methodologies, Enterprise Architecture, Java, Software Project..., Weblogic, SDLC, Unix, Integration, Requirements Analysis, Solution Architecture, Web Services, Application Architecture, Scrum, Java Enterprise Edition, Cloud Computing, Testing, Telecommunications, Websphere, Hibernate, Spring, Enterprise Software, Software Development, Databases, XML, Requirements Gathering, Architecture, Apache, Oracle, OOP, REST, IIS, C++, Security, Middleware, Performance Tuning, Multithreading, Sybase, System Architecture, Solaris, UML, DB2, Unix Shell Scripting, Software Design, Tomcat, Distributed Systems, JMS, Agile Project Management, Design Patterns, Architectures
Education
1975 — 1980
Master of Science, Electronics and Telecommunications
Nicolae Balcescu - Cluj Napoca 1971 — 1974
Bacalaureat
Shom Bhattacharya Shom Bhattacharya's J.P. Morgan Private Bank Experience 1995 - 2002
Job Group Senior Credit Officer & Senior Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2009 - July 2015
Allied Irish Banks plc December 2002 - December 2007
JP Morgan Private Bank 1995 - 2002
SAALT 1997 - 2000
Chemical Bank 1980 - 1995
Presidency College August 1976 - May 1978
Skills
Credit Risk, Risk Management, Financial Risk, Corporate Governance, Valuation, Banking, Credit Analysis, Loans, Credit, Portfolio Management, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Major in Finance, minor in Marketing
University of Oxford 1971 — 1974
BA, Modern History
Presidency College 1967 — 1970
BA, History
U.S. Bank August 2009 - July 2015
Allied Irish Banks plc December 2002 - December 2007
JP Morgan Private Bank 1995 - 2002
SAALT 1997 - 2000
Chemical Bank 1980 - 1995
Presidency College August 1976 - May 1978
Skills
Credit Risk, Risk Management, Financial Risk, Corporate Governance, Valuation, Banking, Credit Analysis, Loans, Credit, Portfolio Management, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Major in Finance, minor in Marketing
University of Oxford 1971 — 1974
BA, Modern History
Presidency College 1967 — 1970
BA, History
Peter Balderston's J.P. Morgan Private Bank Experience 1996 - 2000
Job Portfolio Manager/Financial Advisor at Falcon Capital Management, Inc.
Industry Financial Services
Experience
Falcon Capital Management, Inc. March 2015 - Present
GenSpring Family Offices March 2006 - June 2013
JPMorgan Private Bank 2000 - 2005
JP MORGAN PRIVATE BANK 1996 - 2000
Skills
Fund Of Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Asset Managment, Banking, Credit, Due Diligence, Equities, Financial Services
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Saint Lawrence University
B.A., English
The Hotchkiss School
Falcon Capital Management, Inc. March 2015 - Present
GenSpring Family Offices March 2006 - June 2013
JPMorgan Private Bank 2000 - 2005
JP MORGAN PRIVATE BANK 1996 - 2000
Skills
Fund Of Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Asset Managment, Banking, Credit, Due Diligence, Equities, Financial Services
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Saint Lawrence University
B.A., English
The Hotchkiss School
Fritz Petit Fritz Petit's J.P. Morgan Private Bank Experience November 2013 - Present
Job Client Service Associate, Private Bank at JP Morgan
Industry Investment Banking
Experience
JP Morgan Private Bank November 2013 - Present
Bank of America June 2005 - June 2013
MBNA August 2004 - June 2005
MBNA February 2002 - August 2004
MBNA November 2000 - February 2002
MBNA July 1999 - November 2000
MBNA July 1998 - July 1999
MBNA April 1998 - July 1998
MBNA February 1994 - July 1998
Skills
E-commerce, Brand Management, Customer Acquisition, Digital Media, Analytics, Strategic Partnerships, Vendor Management, Social Media Marketing, Direct Marketing, Email Marketing, Web Analytics, Online Marketing, Online Advertising, UAT coordination, Digital Marketing, Marketing, Project Management, Sales, Management, Banking, Analysis, CRM, Financial Services, Relationship Management, Risk Management
Education
University of Delaware 2012 — 2012
Business Analyst Certificate, A
Cardinal Hayes High School 1987 — 1991
Penn State University
B.S., Kinesiology, Biomechanics, Anatomy
JP Morgan Private Bank November 2013 - Present
Bank of America June 2005 - June 2013
MBNA August 2004 - June 2005
MBNA February 2002 - August 2004
MBNA November 2000 - February 2002
MBNA July 1999 - November 2000
MBNA July 1998 - July 1999
MBNA April 1998 - July 1998
MBNA February 1994 - July 1998
Skills
E-commerce, Brand Management, Customer Acquisition, Digital Media, Analytics, Strategic Partnerships, Vendor Management, Social Media Marketing, Direct Marketing, Email Marketing, Web Analytics, Online Marketing, Online Advertising, UAT coordination, Digital Marketing, Marketing, Project Management, Sales, Management, Banking, Analysis, CRM, Financial Services, Relationship Management, Risk Management
Education
University of Delaware 2012 — 2012
Business Analyst Certificate, A
Cardinal Hayes High School 1987 — 1991
Penn State University
B.S., Kinesiology, Biomechanics, Anatomy
Michael Milich Michael Milich's J.P. Morgan Private Bank Experience February 2001 - April 2007
Job executive vice president at Frost
Industry Investment Management
Experience
Frost Bank April 2007 - Present
JP Morgan Private Bank February 2001 - April 2007
Brown Parker & Leahy, LLP July 1996 - February 1999
Skills
Estate Planning, strategic financial..., asset management, 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Business Planning, Business Strategy, Bonds, Commercial Lending, Contract Negotiation, Due Diligence, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Financial Services, Hedge Funds, High Net Worth..., IRAs, Investment Advisory, Insurance, Investment Management, Investment Strategies, Investments, Loans, Management, Mergers, Mergers, Mortgage Lending, Mutual Funds, Negotiation, Portfolio Management, Private Banking, Private Equity, Real Estate, Real Estate Transactions, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Small Business
Education
South Texas College of Law 1994 — 1997
Doctor of Law (JD), na
Lamar University Regional Police Academy 1991 — 1991
Law Enforcement Investigation and Interviewing
Tulane University 1986 — 1991
Bachelor of Arts (BA), History
Frost Bank April 2007 - Present
JP Morgan Private Bank February 2001 - April 2007
Brown Parker & Leahy, LLP July 1996 - February 1999
Skills
Estate Planning, strategic financial..., asset management, 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Business Planning, Business Strategy, Bonds, Commercial Lending, Contract Negotiation, Due Diligence, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Financial Services, Hedge Funds, High Net Worth..., IRAs, Investment Advisory, Insurance, Investment Management, Investment Strategies, Investments, Loans, Management, Mergers, Mergers, Mortgage Lending, Mutual Funds, Negotiation, Portfolio Management, Private Banking, Private Equity, Real Estate, Real Estate Transactions, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Small Business
Education
South Texas College of Law 1994 — 1997
Doctor of Law (JD), na
Lamar University Regional Police Academy 1991 — 1991
Law Enforcement Investigation and Interviewing
Tulane University 1986 — 1991
Bachelor of Arts (BA), History
Raquel Baldelomar Raquel Baldelomar's J.P. Morgan Private Bank Experience May 2001 - May 2003
Job Managing Director of Quaintise
Industry Marketing and Advertising
Experience
Quaintise June 2002 - Present
Luxury Travel Magazine January 2008 - December 2011
JP Morgan Private Bank May 2001 - May 2003
Skills
Business Development, Public Relations, Branding & Identity, Hospital Sales, Medical Practice..., Entrepreneurship, Marketing Strategy, Marketing, Strategy, Strategic Planning, Business Strategy, Online Advertising, Mergers, Start-ups, New Business Development, Market Research, Project Management, Marketing Communications, Social Media, Finance, Digital Healthcare, Mobile Healthcare, mHealth, Strategic Communications, Mergers & Acquisitions, Strategic Partnerships, Public Speaking, Mobile Health, Direct Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
Business Honors Program, Finance, General
Quaintise June 2002 - Present
Luxury Travel Magazine January 2008 - December 2011
JP Morgan Private Bank May 2001 - May 2003
Skills
Business Development, Public Relations, Branding & Identity, Hospital Sales, Medical Practice..., Entrepreneurship, Marketing Strategy, Marketing, Strategy, Strategic Planning, Business Strategy, Online Advertising, Mergers, Start-ups, New Business Development, Market Research, Project Management, Marketing Communications, Social Media, Finance, Digital Healthcare, Mobile Healthcare, mHealth, Strategic Communications, Mergers & Acquisitions, Strategic Partnerships, Public Speaking, Mobile Health, Direct Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
Business Honors Program, Finance, General
Chris Henrichs Chris Henrichs's J.P. Morgan Private Bank Experience July 2015 - Present
Job Associate at JPMorgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank July 2015 - Present
JP Morgan Private Bank November 2013 - June 2015
JP Morgan Private Bank May 2012 - November 2013
JP Morgan Private Bank June 2011 - August 2011
Multimedia Polska Sp. z o.o. May 2011 - May 2011
Navigant Consulting June 2010 - August 2010
Studley April 2010 - May 2010
Skills
PowerPoint, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Finance, Leadership, Market Research, Banking
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.)
JP Morgan Private Bank July 2015 - Present
JP Morgan Private Bank November 2013 - June 2015
JP Morgan Private Bank May 2012 - November 2013
JP Morgan Private Bank June 2011 - August 2011
Multimedia Polska Sp. z o.o. May 2011 - May 2011
Navigant Consulting June 2010 - August 2010
Studley April 2010 - May 2010
Skills
PowerPoint, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Finance, Leadership, Market Research, Banking
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.)
Jennifer Frost Jennifer Frost's J.P. Morgan Private Bank Experience December 1998 - July 2000
Job QNB Bank
Industry Financial Services
Experience
QNB Bank August 2011 - Present
Republic First Bank June 2010 - September 2011
Republic First Bank March 2005 - February 2010
Republic First Bank January 2003 - March 2005
J.P. Morgan July 2000 - January 2003
JP Morgan Private Bank December 1998 - July 2000
Skills
Business Analysis, Vendor Management, Strategy, Business Process..., Project Management, Program Management, Management, Business Process, Disaster Recovery, Banking, Leadership, CRM, PMO, Customer Service, Business Strategy, Security
Education
Villanova University 2000 — 2006
MBA, MIS
University of Pittsburgh 1993 — 1997
Bachelor's degree
QNB Bank August 2011 - Present
Republic First Bank June 2010 - September 2011
Republic First Bank March 2005 - February 2010
Republic First Bank January 2003 - March 2005
J.P. Morgan July 2000 - January 2003
JP Morgan Private Bank December 1998 - July 2000
Skills
Business Analysis, Vendor Management, Strategy, Business Process..., Project Management, Program Management, Management, Business Process, Disaster Recovery, Banking, Leadership, CRM, PMO, Customer Service, Business Strategy, Security
Education
Villanova University 2000 — 2006
MBA, MIS
University of Pittsburgh 1993 — 1997
Bachelor's degree
Rae Cortina Rae Cortina's J.P. Morgan Private Bank Experience April 2007 - July 2007
Job Director
Industry Financial Services
Experience
Financial Education Services (FES) December 2011 - Present
Kymberly Gold Lubell 2009 - 2011
Sweetwater Management 2009 - 2010
Bijan, Designer For Men January 2007 - 2009
JP Morgan Private Bank April 2007 - July 2007
Navigant Consulting, Inc. April 2005 - April 2007
Robinsons-May/Meier & Frank September 2001 - April 2005
Kneedler-Fauchere April 2000 - September 2001
Los Angeles Unified School District September 1994 - April 2000
Skills
credit report repair, dispute credit report, repair credit report., Debit Cards, Term Life Insurance, LifeLock, Fiancial LockBox, postive credit builder, •A Last Will, Living..., Debt Zero, Debt Payoff Solution, Restoration Services, Identity Theft..., Increase Credit Score, Business Development, Relationship Marketing, Identity Theft, Recruiting, Public Speaking, Business, Environmental..., Team Building, Coaching, First Time Home Buyers, Process Scheduler, Marketing, Training, Small Business, Negotiation, Management, Credit, Sales, Entrepreneurship, Social Networking, Leadership, Selling, Time Management, Social Media Marketing, Customer Satisfaction, Customer Service, New Business Development, Referrals, Event Management, Direct Sales, Business Networking, Investment Properties, Short Sales, Foreclosures, Strategic Planning, Marketing Strategy
Education
Mt. San Antonio College 1987 — 1989
Education
Pasadena City College
Education
San Marino High School
University of California, Los Angeles
Information Security, Computer Forensics
University of California, Los Angeles
Financial Education Services (FES) December 2011 - Present
Kymberly Gold Lubell 2009 - 2011
Sweetwater Management 2009 - 2010
Bijan, Designer For Men January 2007 - 2009
JP Morgan Private Bank April 2007 - July 2007
Navigant Consulting, Inc. April 2005 - April 2007
Robinsons-May/Meier & Frank September 2001 - April 2005
Kneedler-Fauchere April 2000 - September 2001
Los Angeles Unified School District September 1994 - April 2000
Skills
credit report repair, dispute credit report, repair credit report., Debit Cards, Term Life Insurance, LifeLock, Fiancial LockBox, postive credit builder, •A Last Will, Living..., Debt Zero, Debt Payoff Solution, Restoration Services, Identity Theft..., Increase Credit Score, Business Development, Relationship Marketing, Identity Theft, Recruiting, Public Speaking, Business, Environmental..., Team Building, Coaching, First Time Home Buyers, Process Scheduler, Marketing, Training, Small Business, Negotiation, Management, Credit, Sales, Entrepreneurship, Social Networking, Leadership, Selling, Time Management, Social Media Marketing, Customer Satisfaction, Customer Service, New Business Development, Referrals, Event Management, Direct Sales, Business Networking, Investment Properties, Short Sales, Foreclosures, Strategic Planning, Marketing Strategy
Education
Mt. San Antonio College 1987 — 1989
Education
Pasadena City College
Education
San Marino High School
University of California, Los Angeles
Information Security, Computer Forensics
University of California, Los Angeles
Michael W. Ronistal Michael W. Ronistal's J.P. Morgan Private Bank Experience March 2011 - Present
Job Executive Director Senior Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - January 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc 1991 - 1993
Skills
Investments, Wealth Management, Insurance, Investment Banking, Project Management, Series 7, Hedge Funds, New Business Development, Mortgage Lending, Strategic Planning, Private Equity, Trust Services, Securities Lending, Networking
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Finance - Portfolio Management
St. Lawrence University 1979 — 1983
Bachelor's Degree, English
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - January 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc 1991 - 1993
Skills
Investments, Wealth Management, Insurance, Investment Banking, Project Management, Series 7, Hedge Funds, New Business Development, Mortgage Lending, Strategic Planning, Private Equity, Trust Services, Securities Lending, Networking
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Finance - Portfolio Management
St. Lawrence University 1979 — 1983
Bachelor's Degree, English
Scott Zebra Scott Zebra's J.P. Morgan Private Bank Experience 1999 - 2005
Job SVP, Private Client Group Technology & IT Administration at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
Raymond James & Associates June 2008 - May 2013
Raymond James Financial Inc. August 2005 - June 2008
JP Morgan Private Bank 1999 - 2005
Skills
Process Improvement, Business Analysis, Management, Portfolio Management, Asset Managment, Investments, Securities, Merger Integration, Requirements Analysis, Strategic Planning, Project Management, Business Process Design, User-centered Design, Risk Management, Strategic Financial..., Business Process..., SDLC, Financial Analysis, Financial Modeling, Vendor Management, Professional..., Asset Management, Financial Services, Acquisition Integration, Business Intelligence, Leadership, Program Management, IT Strategy, Product Management, Business Strategy, Business Development, Six Sigma, Wealth Management, Strategy, Change Management, Relationship Management, Executive Management, Analysis, Finance, Integration
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Executive Education, Securities Industry Institute
University of Delaware 1994 — 1999
Raymond James Financial Inc. May 2013 - Present
Raymond James & Associates June 2008 - May 2013
Raymond James Financial Inc. August 2005 - June 2008
JP Morgan Private Bank 1999 - 2005
Skills
Process Improvement, Business Analysis, Management, Portfolio Management, Asset Managment, Investments, Securities, Merger Integration, Requirements Analysis, Strategic Planning, Project Management, Business Process Design, User-centered Design, Risk Management, Strategic Financial..., Business Process..., SDLC, Financial Analysis, Financial Modeling, Vendor Management, Professional..., Asset Management, Financial Services, Acquisition Integration, Business Intelligence, Leadership, Program Management, IT Strategy, Product Management, Business Strategy, Business Development, Six Sigma, Wealth Management, Strategy, Change Management, Relationship Management, Executive Management, Analysis, Finance, Integration
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Executive Education, Securities Industry Institute
University of Delaware 1994 — 1999
Carolyn Garner's J.P. Morgan Private Bank Experience 2002 - 2006
Job Director of Recruiting
Industry Accounting
Experience
Connor Group January 2014 - Present
Forrest Solutions May 2010 - January 2014
GreenKey Resources 2006 - May 2010
JP Morgan Private Bank 2002 - 2006
Skills
Accounting, Hedge Funds, Financial Reporting, Financial Analysis, Financial Services, Investment Banking, Finance, Private Equity, Executive Search, Tax, Product Control, Auditing, Talent Acquisition, Recruiting, Asset Managment, Equities, SEC filings, Temporary Staffing, Corporate Finance, Budgets, Financial Modeling, Executive Management, Asset Management, Mergers & Acquisitions, Internet Recruiting, Applicant Tracking..., Valuation, Accounts Receivable, Derivatives, Permanent Placement
Education
Lehigh University 1996 — 2000
BS, Finance & Marketing
West Essex Regional High School
Connor Group January 2014 - Present
Forrest Solutions May 2010 - January 2014
GreenKey Resources 2006 - May 2010
JP Morgan Private Bank 2002 - 2006
Skills
Accounting, Hedge Funds, Financial Reporting, Financial Analysis, Financial Services, Investment Banking, Finance, Private Equity, Executive Search, Tax, Product Control, Auditing, Talent Acquisition, Recruiting, Asset Managment, Equities, SEC filings, Temporary Staffing, Corporate Finance, Budgets, Financial Modeling, Executive Management, Asset Management, Mergers & Acquisitions, Internet Recruiting, Applicant Tracking..., Valuation, Accounts Receivable, Derivatives, Permanent Placement
Education
Lehigh University 1996 — 2000
BS, Finance & Marketing
West Essex Regional High School
Elizabeth Grider Elizabeth Grider's J.P. Morgan Private Bank Experience August 2006 - March 2007
Job Surgical Sales Specialist
Industry Pharmaceuticals
Experience
Mallinckrodt Pharmaceuticals June 2010 - Present
NorthMarq Capital April 2007 - November 2009
JP Morgan Private Bank August 2006 - March 2007
Skills
Sales, New Business Development, Account Management, Product Launch, Pharmaceutical Industry, Financial Modeling, Hospitals, Surgeons, Healthcare, Orthopedics, Sales Operations, Surgery, Strategic Planning, Marketing, Customer Service
Education
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Mallinckrodt Pharmaceuticals June 2010 - Present
NorthMarq Capital April 2007 - November 2009
JP Morgan Private Bank August 2006 - March 2007
Skills
Sales, New Business Development, Account Management, Product Launch, Pharmaceutical Industry, Financial Modeling, Hospitals, Surgeons, Healthcare, Orthopedics, Sales Operations, Surgery, Strategic Planning, Marketing, Customer Service
Education
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Viren Kamdar Viren Kamdar's J.P. Morgan Private Bank Experience June 2012 - Present
Job JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank June 2012 - Present
Citi Private Bank May 2007 - May 2012
Wells Fargo May 2006 - May 2007
Jamtown, LLC February 2001 - May 2006
Skills
Banking, Wealth Management, Investments, Portfolio Management, Financial Modeling, Wealth Management..., Asset Allocation, Estate Planning, Finance, Loans, Strategic Financial..., Investment Banking, Private Equity, Mutual Funds, Valuation
Education
University of Phoenix 2009 — 2012
MBA, Accounting and Finance
New York University, Stern School of Business 1992 — 1996
JP Morgan Private Bank June 2012 - Present
Citi Private Bank May 2007 - May 2012
Wells Fargo May 2006 - May 2007
Jamtown, LLC February 2001 - May 2006
Skills
Banking, Wealth Management, Investments, Portfolio Management, Financial Modeling, Wealth Management..., Asset Allocation, Estate Planning, Finance, Loans, Strategic Financial..., Investment Banking, Private Equity, Mutual Funds, Valuation
Education
University of Phoenix 2009 — 2012
MBA, Accounting and Finance
New York University, Stern School of Business 1992 — 1996
Marisa Goldberg Marisa Goldberg's J.P. Morgan Private Bank Experience 2006 - 2010
Job Recruiter at BlackRock
Industry Human Resources
Experience
BlackRock 2014 - Present
BlackRock 2011 - 2011
JP Morgan Private Bank 2006 - 2010
Time Warner Cable 2004 - 2006
Skills
Recruiting, Talent Management, Applicant Tracking..., Human Resources, Employee Relations, Sourcing, Interviewing Skills, Onboarding, Temporary Placement, Vendor Management, Executive Search, Technical Recruiting, Training, Leadership, Recruitment Advertising, Performance Management, Internet Recruiting, Employee Benefits, Hiring, Screening Resumes, College Recruiting, Employee Engagement, Personnel Management, Talent Acquisition, HR Consulting, Marketing, Screening, Management, Interviews, Succession Planning, HRIS, Deferred Compensation, Benefits Negotiation, PeopleSoft, Taleo
Education
Pace University - Lubin School of Business 2003 — 2005
Master of Business Administration (MBA), Human Resources Management
BlackRock 2014 - Present
BlackRock 2011 - 2011
JP Morgan Private Bank 2006 - 2010
Time Warner Cable 2004 - 2006
Skills
Recruiting, Talent Management, Applicant Tracking..., Human Resources, Employee Relations, Sourcing, Interviewing Skills, Onboarding, Temporary Placement, Vendor Management, Executive Search, Technical Recruiting, Training, Leadership, Recruitment Advertising, Performance Management, Internet Recruiting, Employee Benefits, Hiring, Screening Resumes, College Recruiting, Employee Engagement, Personnel Management, Talent Acquisition, HR Consulting, Marketing, Screening, Management, Interviews, Succession Planning, HRIS, Deferred Compensation, Benefits Negotiation, PeopleSoft, Taleo
Education
Pace University - Lubin School of Business 2003 — 2005
Master of Business Administration (MBA), Human Resources Management
Lori Schertzer Brody, MBA Lori Schertzer Brody, MBA's J.P. Morgan Private Bank Experience January 2008 - May 2009
Job Consultant Controller at SVB Capital
Industry Accounting
Experience
SVB Financial Group November 2012 - July 2013
Kleiner Perkins Caufield & Byers November 2011 - February 2012
SunRun June 2011 - October 2011
JP MORGAN PRIVATE BANK January 2008 - May 2009
AIG INVESTMENTS November 2003 - January 2008
Deutsche Bank July 2001 - November 2003
Citigroup March 1999 - July 2001
CANTOR FITZGERALD SECURITIES May 1998 - March 1999
J.P. Morgan July 1995 - May 1998
The Money Store June 1992 - July 1995
Skills
Financial Reporting, Private Equity, Hedge Funds, Investments, Alternative Investments, Management, Valuation, Asset Managment, Financial Modeling
Education
Monmouth University 1993 — 1996
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
SVB Financial Group November 2012 - July 2013
Kleiner Perkins Caufield & Byers November 2011 - February 2012
SunRun June 2011 - October 2011
JP MORGAN PRIVATE BANK January 2008 - May 2009
AIG INVESTMENTS November 2003 - January 2008
Deutsche Bank July 2001 - November 2003
Citigroup March 1999 - July 2001
CANTOR FITZGERALD SECURITIES May 1998 - March 1999
J.P. Morgan July 1995 - May 1998
The Money Store June 1992 - July 1995
Skills
Financial Reporting, Private Equity, Hedge Funds, Investments, Alternative Investments, Management, Valuation, Asset Managment, Financial Modeling
Education
Monmouth University 1993 — 1996
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
Paula Dolan Paula Dolan's J.P. Morgan Private Bank Experience February 2014 - Present
Job Executive Director at JP Morgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank February 2014 - Present
JP Morgan Private Bank September 2011 - January 2014
JPMorgan Chase February 2010 - August 2011
JP Morgan Chase September 2008 - January 2010
Washington Mutual June 2005 - September 2008
Education
Loyola College in Maryland- Sellinger School of Business & Management 2001 — 2005
BBA, Finance
Loyola University Maryland 2001 — 2005
BBA, Finance
JP Morgan Private Bank February 2014 - Present
JP Morgan Private Bank September 2011 - January 2014
JPMorgan Chase February 2010 - August 2011
JP Morgan Chase September 2008 - January 2010
Washington Mutual June 2005 - September 2008
Education
Loyola College in Maryland- Sellinger School of Business & Management 2001 — 2005
BBA, Finance
Loyola University Maryland 2001 — 2005
BBA, Finance
Vilma A. Steinhauer Vilma A. Steinhauer's J.P. Morgan Private Bank Experience March 2003 - June 2003
Job Part time Sales Associate at Bloomingdale's
Industry Executive Office
Experience
Bloomingdale's August 2014 - Present
Bloomingdale'sStores September 2002 - July 2014
Sentinel Real Estate January 2011 - July 2011
Merrill Lynch April 2004 - September 2009
Sony Electronics, Inc September 2003 - November 2003
Bank Julius Baer & Co. Ltd July 2003 - August 2003
JP Morgan Private Bank March 2003 - June 2003
PDV America Inc November 1996 - March 2002
Advanced Telecommunications Institute April 1994 - February 1996
Skills
Typing 55 WPM, Microsoft Office, Lotus Notes, Peachtree Accounting, Risk Console, Microsoft Word, Microsoft Excel, Spanish, Accounts Receivable, PowerPoint, Outlook, Data Entry, Customer Service, Accounts Payable, Office Management, Time Management
Education
Universidad Central del Ecuador
Bachelor Degree, Accounting
Bloomingdale's August 2014 - Present
Bloomingdale'sStores September 2002 - July 2014
Sentinel Real Estate January 2011 - July 2011
Merrill Lynch April 2004 - September 2009
Sony Electronics, Inc September 2003 - November 2003
Bank Julius Baer & Co. Ltd July 2003 - August 2003
JP Morgan Private Bank March 2003 - June 2003
PDV America Inc November 1996 - March 2002
Advanced Telecommunications Institute April 1994 - February 1996
Skills
Typing 55 WPM, Microsoft Office, Lotus Notes, Peachtree Accounting, Risk Console, Microsoft Word, Microsoft Excel, Spanish, Accounts Receivable, PowerPoint, Outlook, Data Entry, Customer Service, Accounts Payable, Office Management, Time Management
Education
Universidad Central del Ecuador
Bachelor Degree, Accounting
JR Christensen JR Christensen's J.P. Morgan Private Bank Experience October 2012 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
JP Morgan Private Bank October 2012 - Present
JPMorgan Private Bank January 2007 - October 2012
Skills
Private Banking, Financial Services, Management, Risk Management, Retail Banking
Education
Truman State University 1995 — 2000
BS, Marketing
JP Morgan Private Bank October 2012 - Present
JPMorgan Private Bank January 2007 - October 2012
Skills
Private Banking, Financial Services, Management, Risk Management, Retail Banking
Education
Truman State University 1995 — 2000
BS, Marketing
Chuck Strickler's J.P. Morgan Private Bank Experience August 2011 - Present
Job Private Wealth Management
Industry Financial Services
Experience
JP Morgan Private Bank August 2011 - Present
UBS Financial Services Inc. Private Wealth Management September 2008 - November 2010
Lehman Brothers Private Investment Management 2004 - September 2008
JP Morgan 1998 - 2004
Skills
Estate Planning, Financial Advisory, Wealth Management..., Family Office, Equities, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Fixed Income, Investments, Wealth Management, Series 7, Portfolio Management, Capital Markets
Education
The University of Chicago - Booth School of Business 1996 — 1997
MBA
University of California, Santa Barbara 1983 — 1987
BA, Political Science
Las Lomas High School 1980 — 1983
JP Morgan Private Bank August 2011 - Present
UBS Financial Services Inc. Private Wealth Management September 2008 - November 2010
Lehman Brothers Private Investment Management 2004 - September 2008
JP Morgan 1998 - 2004
Skills
Estate Planning, Financial Advisory, Wealth Management..., Family Office, Equities, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Fixed Income, Investments, Wealth Management, Series 7, Portfolio Management, Capital Markets
Education
The University of Chicago - Booth School of Business 1996 — 1997
MBA
University of California, Santa Barbara 1983 — 1987
BA, Political Science
Las Lomas High School 1980 — 1983
Diana Blake's J.P. Morgan Private Bank Experience March 2008 - January 2010
Job Boutique Owner at Spruce
Industry Retail
Experience
Spruce July 2009 - Present
JP Morgan Private Bank March 2008 - January 2010
Jill Reno Collection,Inc. June 2005 - October 2005
Education
University of Denver - Daniels College of Business 2006 — 2007
BA, Finance
The University of Texas at Austin 2001 — 2005
BS, Textiles and Apparel
Spruce July 2009 - Present
JP Morgan Private Bank March 2008 - January 2010
Jill Reno Collection,Inc. June 2005 - October 2005
Education
University of Denver - Daniels College of Business 2006 — 2007
BA, Finance
The University of Texas at Austin 2001 — 2005
BS, Textiles and Apparel
Jenny Naylor's J.P. Morgan Private Bank Experience July 2011 - Present
Job Vice President at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank July 2011 - Present
Jenny Rebecca Photography January 2007 - Present
Goldman Sachs 1996 - 2011
Education
University of Connecticut 1989 — 1994
JP Morgan Private Bank July 2011 - Present
Jenny Rebecca Photography January 2007 - Present
Goldman Sachs 1996 - 2011
Education
University of Connecticut 1989 — 1994
Larry Poleshuck's J.P. Morgan Private Bank Experience December 2003 - December 2005
Job Information Technology Professional
Industry Financial Services
Experience
MF Global May 2009 - Present
The Reserve Funds March 2008 - September 2008
JP Morgan Private Bank December 2003 - December 2005
JPMorgan Chase April 2000 - December 2003
NASDAQ March 1998 - August 2000
Citibank December 1995 - March 1998
Ovid Technologies 1993 - 1995
Skills
Enterprise Architecture, Transaction Processing, Data Warehousing, Programming, Java, C++, PHP, MySQL, C, Linux, C#, Web Services, SOA, Trading Systems, Architecture, SDLC, Strategy, Disaster Recovery, Unix, Software Development, Enterprise Software, ETL, Perl, JavaScript, .NET
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1979
Ph.D., zoology
MF Global May 2009 - Present
The Reserve Funds March 2008 - September 2008
JP Morgan Private Bank December 2003 - December 2005
JPMorgan Chase April 2000 - December 2003
NASDAQ March 1998 - August 2000
Citibank December 1995 - March 1998
Ovid Technologies 1993 - 1995
Skills
Enterprise Architecture, Transaction Processing, Data Warehousing, Programming, Java, C++, PHP, MySQL, C, Linux, C#, Web Services, SOA, Trading Systems, Architecture, SDLC, Strategy, Disaster Recovery, Unix, Software Development, Enterprise Software, ETL, Perl, JavaScript, .NET
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1979
Ph.D., zoology
Eric Nelsen's J.P. Morgan Private Bank Experience 2010 - 2013
Job Managing Partner at Eco Pharmacy
Industry Pharmaceuticals
Experience
Eco Pharmacy June 2015 - Present
J.P. Morgan Chase Bank, N.A. 2013 - June 2015
JP Morgan Private Bank 2010 - 2013
Fayez Sarofim & Co. 2001 - 2010
Skills
Portfolio Management, Business Analysis, Investments, Equities, Management, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Strategic Planning, Asset Managment
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA
Texas State University 1998 — 2000
B.A., Marketing
Eco Pharmacy June 2015 - Present
J.P. Morgan Chase Bank, N.A. 2013 - June 2015
JP Morgan Private Bank 2010 - 2013
Fayez Sarofim & Co. 2001 - 2010
Skills
Portfolio Management, Business Analysis, Investments, Equities, Management, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Strategic Planning, Asset Managment
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA
Texas State University 1998 — 2000
B.A., Marketing
David Pecker's J.P. Morgan Private Bank Experience September 2013 - Present
Job JP Morgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank September 2013 - Present
Bernstein Global Wealth Management July 2000 - September 2013
Skills
Financial Advice, Account Management, Music, Retirement, Private Clients, Alternative Investments, Asset Allocation, Series 7, Series 63, Investment Strategies, Asset Management, Wealth Management, Equities, Hedge Funds, Fixed Income, Investments, Investment Management, Financial Advisory, Emerging Markets, Revocable Trusts, Charitable Trusts, Irrevocable Life..., Special Needs Trusts, Wills, Estate Planning, Personal Financial..., Partnerships, High Net Worth..., Wealth Preservation..., Wealth Accumulation..., Inheritance, Estate Law, Gift Tax, Tax, Income Tax, Asset Protection, College Savings Plans, LLC, Portfolio Management, Risk Management, Mutual Funds, Financial Services, Finance, Securities, Capital Markets, Banking, Private Equity, Financial Modeling, Financial Analysis, Investment Advisory
Education
The George Washington University 1996 — 2000
BBA, Finance
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration, Finance
JP Morgan Private Bank September 2013 - Present
Bernstein Global Wealth Management July 2000 - September 2013
Skills
Financial Advice, Account Management, Music, Retirement, Private Clients, Alternative Investments, Asset Allocation, Series 7, Series 63, Investment Strategies, Asset Management, Wealth Management, Equities, Hedge Funds, Fixed Income, Investments, Investment Management, Financial Advisory, Emerging Markets, Revocable Trusts, Charitable Trusts, Irrevocable Life..., Special Needs Trusts, Wills, Estate Planning, Personal Financial..., Partnerships, High Net Worth..., Wealth Preservation..., Wealth Accumulation..., Inheritance, Estate Law, Gift Tax, Tax, Income Tax, Asset Protection, College Savings Plans, LLC, Portfolio Management, Risk Management, Mutual Funds, Financial Services, Finance, Securities, Capital Markets, Banking, Private Equity, Financial Modeling, Financial Analysis, Investment Advisory
Education
The George Washington University 1996 — 2000
BBA, Finance
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration, Finance
Derek McCool's J.P. Morgan Private Bank Experience August 2007 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan Private Bank August 2007 - Present
Morgan Stanley March 2004 - July 2007
Merrill Lynch Business Financial Services January 1991 - December 2003
First Chicago December 1989 - January 1991
Skills
Portfolio Management, Capital Markets, Wealth Management, Finance, Credit, Sales, Equities, Series 7
Education
Loyola University Chicago 1990 — 1993
MBA, Accounting
University of Iowa 1984 — 1988
BBA, Finance
JP Morgan Private Bank August 2007 - Present
Morgan Stanley March 2004 - July 2007
Merrill Lynch Business Financial Services January 1991 - December 2003
First Chicago December 1989 - January 1991
Skills
Portfolio Management, Capital Markets, Wealth Management, Finance, Credit, Sales, Equities, Series 7
Education
Loyola University Chicago 1990 — 1993
MBA, Accounting
University of Iowa 1984 — 1988
BBA, Finance
Steve Wrede's J.P. Morgan Private Bank Experience 1990 - 2005
Job Director, Wealth Advisor, BMO Harris, Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2015 - Present
Wells Fargo Private Bank 2005 - June 2015
JP Morgan Private Bank 1990 - 2005
Skills
Investments, Financial Planning, Private Banking, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Series 63, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth
Education
University of Arizona 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
BMO Private Bank July 2015 - Present
Wells Fargo Private Bank 2005 - June 2015
JP Morgan Private Bank 1990 - 2005
Skills
Investments, Financial Planning, Private Banking, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Series 63, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth
Education
University of Arizona 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
Normalisa Rose's J.P. Morgan Private Bank Experience December 2003 - June 2006
Job Independent Business Professional
Industry Internet
Experience
Liberty Tax Service January 2013 - April 2013
JP Morgan Private Bank December 2003 - June 2006
Samsung Electronics October 2002 - August 2003
Sony Electronics (Through a Temp Agency) September 2001 - September 2002
Glacier Water November 2000 - April 2001
Chase Manhattan Mortgage Corp (formerly Advanta Mortgage, thru a temp agency) August 1999 - September 2000
Education
Coleman University 1999 — 2001
Bachelor of Science (B.S.), Computer Applications and Networks
Honolulu Community College 1992 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Liberty Tax Service January 2013 - April 2013
JP Morgan Private Bank December 2003 - June 2006
Samsung Electronics October 2002 - August 2003
Sony Electronics (Through a Temp Agency) September 2001 - September 2002
Glacier Water November 2000 - April 2001
Chase Manhattan Mortgage Corp (formerly Advanta Mortgage, thru a temp agency) August 1999 - September 2000
Education
Coleman University 1999 — 2001
Bachelor of Science (B.S.), Computer Applications and Networks
Honolulu Community College 1992 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Bonnie Wang's J.P. Morgan Private Bank Experience September 2006 - May 2012
Job Principal at Luna Partners LLC
Industry Real Estate
Experience
Luna Partners LLC May 2012 - Present
JP Morgan Private Bank September 2006 - May 2012
UBS Global Asset Management August 1999 - December 2005
Goldman Sachs 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Equities, Real Estate Investment, Distressed Debt, Capital Markets, Commercial Real Estate, Credit, Due Diligence, Investments, Portfolio Management, Valuation
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Msc, Economics
University of Pennsylvania 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor's of Science, Economics
Luna Partners LLC May 2012 - Present
JP Morgan Private Bank September 2006 - May 2012
UBS Global Asset Management August 1999 - December 2005
Goldman Sachs 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Equities, Real Estate Investment, Distressed Debt, Capital Markets, Commercial Real Estate, Credit, Due Diligence, Investments, Portfolio Management, Valuation
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Msc, Economics
University of Pennsylvania 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor's of Science, Economics
Kevin R Walker's J.P. Morgan Private Bank Experience August 2002 - June 2006
Job Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Jason Meyer's J.P. Morgan Private Bank Experience November 2010 - April 2015
Job Executive Director, Portfolio Manager at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2015 - Present
JP Morgan Private Bank November 2010 - April 2015
Merrill Lynch February 2008 - November 2010
UBS January 2005 - 2008
Mclaughlin, Piven, Vogel Securities February 2002 - January 2005
Morgan Stanley September 2000 - November 2001
Brown Brothers Harriman June 1997 - September 2000
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Labor Relations / Economics
Morgan Stanley Private Wealth Management April 2015 - Present
JP Morgan Private Bank November 2010 - April 2015
Merrill Lynch February 2008 - November 2010
UBS January 2005 - 2008
Mclaughlin, Piven, Vogel Securities February 2002 - January 2005
Morgan Stanley September 2000 - November 2001
Brown Brothers Harriman June 1997 - September 2000
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Labor Relations / Economics
JP (Jung) Pyo's J.P. Morgan Private Bank Experience July 2003 - June 2006
Job Strategy and Management Consultant
Industry Financial Services
Experience
Capco October 2014 - Present
Booz Allen Hamilton March 2008 - September 2014
Georgetown University 2007 - 2010
IBM July 2006 - February 2008
JP Morgan Private Bank July 2003 - June 2006
JP Morgan Investment Management July 2000 - July 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Strategy, Program Management, Management Consulting, Business Process..., Business Analysis, Data Analysis, Business Intelligence, Strategic Financial..., Competitive Analysis, Analytics, Business Transformation, Strategic Consulting, Mergers & Acquisitions, Organizational Design, Business Process..., Consulting, Management, Acquisition Integration, Process Improvement, Finance, Business Process, Leadership, Analysis, Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA
The George Washington University - School of Business 1996 — 2000
Finance & International Business, Summa Cum Laude
Capco October 2014 - Present
Booz Allen Hamilton March 2008 - September 2014
Georgetown University 2007 - 2010
IBM July 2006 - February 2008
JP Morgan Private Bank July 2003 - June 2006
JP Morgan Investment Management July 2000 - July 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Strategy, Program Management, Management Consulting, Business Process..., Business Analysis, Data Analysis, Business Intelligence, Strategic Financial..., Competitive Analysis, Analytics, Business Transformation, Strategic Consulting, Mergers & Acquisitions, Organizational Design, Business Process..., Consulting, Management, Acquisition Integration, Process Improvement, Finance, Business Process, Leadership, Analysis, Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA
The George Washington University - School of Business 1996 — 2000
Finance & International Business, Summa Cum Laude
Erica Hurst (Borgese)'s J.P. Morgan Private Bank Experience November 2004 - September 2005
Job Associate Attorney at Jay A. Press P.C.
Industry Law Practice
Experience
Jay A. Press P.C. January 2012 - Present
Bronx County District Attorney's Office September 2008 - February 2012
JP Morgan Private Bank November 2004 - September 2005
Law Office of Frank Vigliarolo September 2003 - November 2004
Skills
Legal Research, Criminal Law, Courts, Hearings, Trial Preparation, Legal Documents, Motions, Pleadings, Trials, Legal Writing, Litigation, Westlaw, Trial Practice, Civil Litigation, Appeals
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD, Law
Loyola College in Maryland 1999 — 2003
BA, History, Business
W. T. Clarke High School 1995 — 1999
Regents diploma
Jay A. Press P.C. January 2012 - Present
Bronx County District Attorney's Office September 2008 - February 2012
JP Morgan Private Bank November 2004 - September 2005
Law Office of Frank Vigliarolo September 2003 - November 2004
Skills
Legal Research, Criminal Law, Courts, Hearings, Trial Preparation, Legal Documents, Motions, Pleadings, Trials, Legal Writing, Litigation, Westlaw, Trial Practice, Civil Litigation, Appeals
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD, Law
Loyola College in Maryland 1999 — 2003
BA, History, Business
W. T. Clarke High School 1995 — 1999
Regents diploma
Suzin Chiola's J.P. Morgan Private Bank Experience 2002 - 2006
Job Director of Facilities Operations at 360i
Industry Facilities Services
Experience
360i September 2015 - Present
Crain Communications, Inc. February 2010 - September 2015
The Core Club 2008 - 2008
JP Morgan Private Bank 2002 - 2006
Katz Media Group 1985 - 2000
Skills
Purchasing, B2B, Facilities Management, Negotiation, Vendor Management, Operations Management, Contract Management, Vendor Relationships, Leadership, Project Coordination, Strategic Planning, Account Management, Team Building, Procurement, Management, Project Planning
Education
Pace University
360i September 2015 - Present
Crain Communications, Inc. February 2010 - September 2015
The Core Club 2008 - 2008
JP Morgan Private Bank 2002 - 2006
Katz Media Group 1985 - 2000
Skills
Purchasing, B2B, Facilities Management, Negotiation, Vendor Management, Operations Management, Contract Management, Vendor Relationships, Leadership, Project Coordination, Strategic Planning, Account Management, Team Building, Procurement, Management, Project Planning
Education
Pace University
Aaron Rader's J.P. Morgan Private Bank Experience February 2009 - January 2012
Job JPMorgan Chase Global Technology
Industry Financial Services
Experience
JPMorgan Chase Global Technology February 2013 - Present
JP Morgan Private Bank February 2009 - January 2012
JP Morgan Private Client Services December 2006 - January 2009
Red Cross 2001 - 2006
Education
The Ohio State University 1994 — 2001
MA, PhD, Developmental Psychology with Cognitive Psychology Minor
The University of Texas at Austin 1991 — 1994
B.A., Psychology
JPMorgan Chase Global Technology February 2013 - Present
JP Morgan Private Bank February 2009 - January 2012
JP Morgan Private Client Services December 2006 - January 2009
Red Cross 2001 - 2006
Education
The Ohio State University 1994 — 2001
MA, PhD, Developmental Psychology with Cognitive Psychology Minor
The University of Texas at Austin 1991 — 1994
B.A., Psychology
Vince (VJ) McGuinness's J.P. Morgan Private Bank Experience April 2013 - Present
Job Private Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank April 2013 - Present
BNY Mellon Wealth Management August 2008 - April 2013
Endeavor Group, registered broker dealer May 1993 - 1999
Skills
Wealth, Financial Planners, Wealth Management, Investment Strategies, Investments, Investment Management, Asset Management, Asset Managment, Alternative Investments, Financial Advisory, Finance, Mutual Funds, Valuation, Estate Planning, Asset Allocation, Financial Analysis, Investment Advisory, Securities, Wealth Management..., Series 7, Equities, Hedge Funds, Financial Planning, Portfolio Management, Series 63, Strategic Planning, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
University of Southern California 1986 — 1988
Bachelor's degree
Semester At Sea 1985 — 1985
Fall '85
CDM HS 1979 — 1983
Harbor Day
University of Washington
JP Morgan Private Bank April 2013 - Present
BNY Mellon Wealth Management August 2008 - April 2013
Endeavor Group, registered broker dealer May 1993 - 1999
Skills
Wealth, Financial Planners, Wealth Management, Investment Strategies, Investments, Investment Management, Asset Management, Asset Managment, Alternative Investments, Financial Advisory, Finance, Mutual Funds, Valuation, Estate Planning, Asset Allocation, Financial Analysis, Investment Advisory, Securities, Wealth Management..., Series 7, Equities, Hedge Funds, Financial Planning, Portfolio Management, Series 63, Strategic Planning, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
University of Southern California 1986 — 1988
Bachelor's degree
Semester At Sea 1985 — 1985
Fall '85
CDM HS 1979 — 1983
Harbor Day
University of Washington
Marisa Lum's J.P. Morgan Private Bank Experience January 2009 - April 2011
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Credit Suisse April 2011 - Present
JP Morgan Private Bank January 2009 - April 2011
Citi 2005 - 2008
Deutsche Bank Securities 2004 - 2005
Shoreline Utility Fund 2001 - 2004
Skills
Wealth Management, Fixed Income, Research, Investment Banking, Equities, Capital Markets, Hedge Funds, Derivatives
Education
Smith College 1997 — 2001
BA, Economics, Chinese Language & Literature
Bronx High School of Science 1993 — 1997
JPMorgan Chase April 2014 - Present
Credit Suisse April 2011 - Present
JP Morgan Private Bank January 2009 - April 2011
Citi 2005 - 2008
Deutsche Bank Securities 2004 - 2005
Shoreline Utility Fund 2001 - 2004
Skills
Wealth Management, Fixed Income, Research, Investment Banking, Equities, Capital Markets, Hedge Funds, Derivatives
Education
Smith College 1997 — 2001
BA, Economics, Chinese Language & Literature
Bronx High School of Science 1993 — 1997
Ron Willis's J.P. Morgan Private Bank Experience June 2004 - August 2010
Job Director Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth August 2010 - Present
JP Morgan Private Bank June 2004 - August 2010
NDB January 1998 - June 2002
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Fixed Income, Series 63, Series 7, Capital Markets, Bloomberg, Structured Products, Emerging Markets, Trading, Securities, Asset Management, ETFs, Portfolio Management, Hedging, Equity Trading, Electronic Trading, Options, Financial Markets, Asset Allocation, Private Banking, Trading Systems, Financial Analysis, Investment Banking, Derivatives, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Strategies, Investment Management, FINRA, Equity Derivatives, Bonds, Series 24, Asset Managment
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance, General
University of South Carolina-Columbia 1990 — 1994
B.A., Political Science
Barclays Wealth August 2010 - Present
JP Morgan Private Bank June 2004 - August 2010
NDB January 1998 - June 2002
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Fixed Income, Series 63, Series 7, Capital Markets, Bloomberg, Structured Products, Emerging Markets, Trading, Securities, Asset Management, ETFs, Portfolio Management, Hedging, Equity Trading, Electronic Trading, Options, Financial Markets, Asset Allocation, Private Banking, Trading Systems, Financial Analysis, Investment Banking, Derivatives, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Strategies, Investment Management, FINRA, Equity Derivatives, Bonds, Series 24, Asset Managment
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance, General
University of South Carolina-Columbia 1990 — 1994
B.A., Political Science
Kemper Cowden's J.P. Morgan Private Bank Experience January 2010 - September 2010
Job Associate
Industry Real Estate
Experience
TUG HILL Real Estate Partners September 2010 - Present
JP Morgan Private Bank January 2010 - September 2010
Alliance Residential Company March 2008 - July 2009
Archon Group, L.P. a Goldman Sachs Company June 2004 - March 2008
Skills
Real Estate Development, Investments, Private Equity, Disposition, Valuation, Real Estate Economics, Due Diligence, Leases, Financial Modeling, Real Estate, Commercial Real Estate, Brokerage, Real Estate Transactions, Acquisitions, Asset Management
Education
The University of Texas at Austin 2000 — 2004
BBA, Finance
TUG HILL Real Estate Partners September 2010 - Present
JP Morgan Private Bank January 2010 - September 2010
Alliance Residential Company March 2008 - July 2009
Archon Group, L.P. a Goldman Sachs Company June 2004 - March 2008
Skills
Real Estate Development, Investments, Private Equity, Disposition, Valuation, Real Estate Economics, Due Diligence, Leases, Financial Modeling, Real Estate, Commercial Real Estate, Brokerage, Real Estate Transactions, Acquisitions, Asset Management
Education
The University of Texas at Austin 2000 — 2004
BBA, Finance
Wendy Durbrow's J.P. Morgan Private Bank Experience July 2007 - December 2008
Job Executive Assistant to CEO
Industry Information Technology and Services
Experience
iHealth Technologies December 2008 - Present
JP Morgan Private Bank July 2007 - December 2008
Simmons Company July 1999 - July 2005
Skills
Project Management, Software Documentation, Customer Service, Vendor Management, Process Improvement, Budgets, Lotus Notes
Education
Georgia State University 1993 — 1996
Bachelor of Science (B.S.)
iHealth Technologies December 2008 - Present
JP Morgan Private Bank July 2007 - December 2008
Simmons Company July 1999 - July 2005
Skills
Project Management, Software Documentation, Customer Service, Vendor Management, Process Improvement, Budgets, Lotus Notes
Education
Georgia State University 1993 — 1996
Bachelor of Science (B.S.)
Sanjeev Lad's J.P. Morgan Private Bank Experience August 2010 - August 2012
Job Managing Partner at Key Commercial Capital
Industry Real Estate
Experience
Key Commercial Capital January 2014 - Present
Fathom Realty November 2012 - Present
JP Morgan Private Bank August 2010 - August 2012
Chase October 2009 - August 2010
Marcus & Millichap January 2008 - October 2009
Washington Mutual October 2005 - December 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Real Estate, Microsoft Excel, Contract Negotiation, Negotiation, Private Equity, PowerPoint, Microsoft Word, Access, Equities, Microsoft Office, Customer Service, Banking, Strategic Planning, Process Improvement, Loan Origination, Loans, Accounting, Finance, Mortgage Lending, Asset Management, Investment Properties, Credit
Education
The University of Texas at Arlington 2006 — 2008
MSRE, Real Estate
The University of Texas at Austin 2001 — 2004
BBA, Finance, Accounting
Key Commercial Capital January 2014 - Present
Fathom Realty November 2012 - Present
JP Morgan Private Bank August 2010 - August 2012
Chase October 2009 - August 2010
Marcus & Millichap January 2008 - October 2009
Washington Mutual October 2005 - December 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Real Estate, Microsoft Excel, Contract Negotiation, Negotiation, Private Equity, PowerPoint, Microsoft Word, Access, Equities, Microsoft Office, Customer Service, Banking, Strategic Planning, Process Improvement, Loan Origination, Loans, Accounting, Finance, Mortgage Lending, Asset Management, Investment Properties, Credit
Education
The University of Texas at Arlington 2006 — 2008
MSRE, Real Estate
The University of Texas at Austin 2001 — 2004
BBA, Finance, Accounting
Katherine Bruck's J.P. Morgan Private Bank Experience 1998 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 1998 - Present
JP Morgan Private Bank 1998 - Present
JP Morgan 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
mba, Finance
University of Pennsylvania 1986 — 1990
ba, sociology / political science
J.P. Morgan 1998 - Present
JP Morgan Private Bank 1998 - Present
JP Morgan 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
mba, Finance
University of Pennsylvania 1986 — 1990
ba, sociology / political science
Julie Bohan's J.P. Morgan Private Bank Experience April 2002 - November 2013
Job Managing Director at Jp Morgan Private Bank
Industry Human Resources
Experience
JPMorgan Chase November 2013 - Present
JP Morgan Private Bank April 2002 - November 2013
JPMorgan Chase May 1989 - March 2002
Skills
Talent Management, Talent Acquisition, Career Counseling, Employee Engagement, Succession Planning, Performance Management, Recruiting, Career Development, Deferred Compensation, Organizational Design, Employee Relations, Human Resources, Management, Organizational...
Education
New York University 1989 — 1990
MA, Organizational Psychology
The George Washington University 1984 — 1988
BA, Psychology
JPMorgan Chase November 2013 - Present
JP Morgan Private Bank April 2002 - November 2013
JPMorgan Chase May 1989 - March 2002
Skills
Talent Management, Talent Acquisition, Career Counseling, Employee Engagement, Succession Planning, Performance Management, Recruiting, Career Development, Deferred Compensation, Organizational Design, Employee Relations, Human Resources, Management, Organizational...
Education
New York University 1989 — 1990
MA, Organizational Psychology
The George Washington University 1984 — 1988
BA, Psychology
Alli McCartney's J.P. Morgan Private Bank Experience December 2008 - August 2015
Job Managing Director, UBS
Industry Financial Services
Experience
UBS August 2015 - Present
JP Morgan Private Bank December 2008 - August 2015
Lehman Brothers June 2001 - September 2008
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
University of Michigan 1994 — 1998
BS, Economics, Spanish Literature
UBS August 2015 - Present
JP Morgan Private Bank December 2008 - August 2015
Lehman Brothers June 2001 - September 2008
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
University of Michigan 1994 — 1998
BS, Economics, Spanish Literature
MarieAnn Cammareri's J.P. Morgan Private Bank Experience April 2002 - May 2006
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Private Bank April 2002 - May 2006
Skills
Investments, Equities
Education
Pace University - Lubin School of Business
BBA, Finance & Accounting
JP Morgan Private Bank April 2002 - May 2006
Skills
Investments, Equities
Education
Pace University - Lubin School of Business
BBA, Finance & Accounting
Chuck Cross's J.P. Morgan Private Bank Experience November 2001 - February 2004
Job EVP/Commercial Market Executive
Industry Banking
Experience
Seacoast Bank March 2012 - Present
EverBank May 2010 - March 2012
Bank of Florida February 2004 - May 2010
JP Morgan Private bank November 2001 - February 2004
Wachovia Bank June 1998 - November 2001
Barnett Bank of Broward County January 1995 - June 1998
Barnett Bank of Palm Beach County August 1988 - January 1995
Barnett Banks of Florida June 1984 - July 1988
Barnett Bank of Jacksonville June 1979 - June 1984
Skills
Banking, Loans, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Cash Management, Financial Analysis, Underwriting, Treasury Management, Commercial Real Estate, Loan Origination, Retail Banking, Small Business Lending, Capital Markets, Commercial Mortgages, Fishing, Credit Risk, Mortgage Lending, Team Management, Consumer Lending, Portfolio Management, Private Banking, Asset Based Lending
Education
University of Wisconsin-Madison 1986 — 1987
National School of Real Estate Finance
University of Virginia - Darden Graduate School of Business Administration 1984 — 1984
Advanced Commercial Banking School
University of Florida - Warrington College Of Business 1975 — 1979
BSBA, Finance, General
Seacoast Bank March 2012 - Present
EverBank May 2010 - March 2012
Bank of Florida February 2004 - May 2010
JP Morgan Private bank November 2001 - February 2004
Wachovia Bank June 1998 - November 2001
Barnett Bank of Broward County January 1995 - June 1998
Barnett Bank of Palm Beach County August 1988 - January 1995
Barnett Banks of Florida June 1984 - July 1988
Barnett Bank of Jacksonville June 1979 - June 1984
Skills
Banking, Loans, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Cash Management, Financial Analysis, Underwriting, Treasury Management, Commercial Real Estate, Loan Origination, Retail Banking, Small Business Lending, Capital Markets, Commercial Mortgages, Fishing, Credit Risk, Mortgage Lending, Team Management, Consumer Lending, Portfolio Management, Private Banking, Asset Based Lending
Education
University of Wisconsin-Madison 1986 — 1987
National School of Real Estate Finance
University of Virginia - Darden Graduate School of Business Administration 1984 — 1984
Advanced Commercial Banking School
University of Florida - Warrington College Of Business 1975 — 1979
BSBA, Finance, General
Kevin Palevsky's J.P. Morgan Private Bank Experience March 2010 - Present
Job Vice President/ Financial Advisor at JP Morgan
Industry Financial Services
Experience
JP Morgan Private Bank March 2010 - Present
Wealth Management, Bank of America/Merrill Lynch October 2003 - April 2010
Datek Online 1999 - 2003
Skills
Investments, Finance, Credit, Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Fixed Income, Equities, Retirement Planning, Alternative Investments, Asset Allocation, Wealth Management..., Private Banking, Capital Markets, Asset Management
Education
University of Rhode Island 1996 — 1999
Finance
JP Morgan Private Bank March 2010 - Present
Wealth Management, Bank of America/Merrill Lynch October 2003 - April 2010
Datek Online 1999 - 2003
Skills
Investments, Finance, Credit, Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Fixed Income, Equities, Retirement Planning, Alternative Investments, Asset Allocation, Wealth Management..., Private Banking, Capital Markets, Asset Management
Education
University of Rhode Island 1996 — 1999
Finance
Joseph Barragan's J.P. Morgan Private Bank Experience September 2013 - June 2015
Job Principal and Founder of Strategic Financing Advisors LLC
Industry Financial Services
Experience
JP Morgan Private Bank September 2013 - June 2015
JP Morgan Private Bank April 2013 - September 2013
JP Morgan Private Bank January 2010 - April 2013
JP Morgan June 1993 - November 2010
Brown Bothers Harriman July 1991 - May 1993
Chemical Bank ( thru various mergers now part of J P Morgan Chase) August 1979 - June 1991
Skills
Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Banking, Corporate Finance, Corporate Governance, Credit, Credit Derivatives, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Analysis, Financial Markets, Financial Services, Financial Structuring, Fixed Income, Investment Banking, Investments, Latin America, Loan Origination, M, Management, Mergers, Private Banking, Private Equity, Risk Management, Securities, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Syndications, Structured Products, Venture Capital
Education
UCLA Anderson School of Management 1977 — 1979
M.B.A., Finance
University of California, Los Angeles 1973 — 1977
BA, Political Science
JP Morgan Private Bank September 2013 - June 2015
JP Morgan Private Bank April 2013 - September 2013
JP Morgan Private Bank January 2010 - April 2013
JP Morgan June 1993 - November 2010
Brown Bothers Harriman July 1991 - May 1993
Chemical Bank ( thru various mergers now part of J P Morgan Chase) August 1979 - June 1991
Skills
Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Banking, Corporate Finance, Corporate Governance, Credit, Credit Derivatives, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Analysis, Financial Markets, Financial Services, Financial Structuring, Fixed Income, Investment Banking, Investments, Latin America, Loan Origination, M, Management, Mergers, Private Banking, Private Equity, Risk Management, Securities, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Syndications, Structured Products, Venture Capital
Education
UCLA Anderson School of Management 1977 — 1979
M.B.A., Finance
University of California, Los Angeles 1973 — 1977
BA, Political Science
Chris Bernat's J.P. Morgan Private Bank Experience July 2010 - December 2011
Job Financial Analyst at Fedex Latin America Caribbean
Industry Package/Freight Delivery
Experience
Fedex November 2013 - Present
Carnival Cruise Lines November 2011 - November 2013
JP Morgan Private Bank July 2010 - December 2011
JP Morgan Investment Bank May 2009 - July 2010
Merrill Lynch October 2008 - May 2009
Merrill Lynch May 2008 - October 2008
Merrill Lynch May 2007 - May 2008
Skills
Series 7, Series 63, Hyperion Planning, Hyperion Financial..., Hyperion Interactive..., Hyperion Reports, Essbase, Oracle Financial, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Financial Planning, Hyperion, Finance, Portfolio Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Finance
Fedex November 2013 - Present
Carnival Cruise Lines November 2011 - November 2013
JP Morgan Private Bank July 2010 - December 2011
JP Morgan Investment Bank May 2009 - July 2010
Merrill Lynch October 2008 - May 2009
Merrill Lynch May 2008 - October 2008
Merrill Lynch May 2007 - May 2008
Skills
Series 7, Series 63, Hyperion Planning, Hyperion Financial..., Hyperion Interactive..., Hyperion Reports, Essbase, Oracle Financial, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Financial Planning, Hyperion, Finance, Portfolio Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Finance
John Steigerwald, CFP®'s J.P. Morgan Private Bank Experience August 2001 - June 2007
Job Client Advisor at Legacy Advisors, LLC
Industry Financial Services
Experience
Legacy Advisors, LLC May 2012 - Present
Sage Financial Group November 2009 - May 2012
Sage Financial Group June 2007 - November 2009
JP Morgan Private Bank August 2001 - June 2007
Skills
Portfolio Management, Financial Analysis, Financial Planning, Risk Management, Asset Allocation, Investments, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Asset Management, ETFs, Fixed Income, Investment Management, Finance, Equities, Financial Advisory, Mutual Funds, Wealth, Investment Advisory, Wealth Management...
Education
Susquehanna University 1996 — 2000
BS, Business Economics
Legacy Advisors, LLC May 2012 - Present
Sage Financial Group November 2009 - May 2012
Sage Financial Group June 2007 - November 2009
JP Morgan Private Bank August 2001 - June 2007
Skills
Portfolio Management, Financial Analysis, Financial Planning, Risk Management, Asset Allocation, Investments, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Asset Management, ETFs, Fixed Income, Investment Management, Finance, Equities, Financial Advisory, Mutual Funds, Wealth, Investment Advisory, Wealth Management...
Education
Susquehanna University 1996 — 2000
BS, Business Economics
Samantha Zucker's J.P. Morgan Private Bank Experience July 2010 - Present
Job Business Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Private Bank July 2010 - Present
JPMorgan Chase June 2009 - August 2009
The Bank of New York Mellon June 2008 - August 2008
J.H. Cohn LLP June 2005 - August 2008
Skills
Business Analysis, Microsoft Excel, Access, Data Analysis, Financial Analysis, Process Improvement, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word
Education
Stevens Institute of Technology 2006 — 2010
Bachelor of Science, Major: Business & Technology; Minor: Economics
JP Morgan Private Bank July 2010 - Present
JPMorgan Chase June 2009 - August 2009
The Bank of New York Mellon June 2008 - August 2008
J.H. Cohn LLP June 2005 - August 2008
Skills
Business Analysis, Microsoft Excel, Access, Data Analysis, Financial Analysis, Process Improvement, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word
Education
Stevens Institute of Technology 2006 — 2010
Bachelor of Science, Major: Business & Technology; Minor: Economics
Lizzie Dow's J.P. Morgan Private Bank Experience May 2013 - Present
Job Banker Associate at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank May 2013 - Present
Fidelity Investments - Fidelity Financial Advisor Solutions October 2011 - May 2013
Fidelity Investments - Fidelity Financial Advisor Solutions June 2010 - October 2011
Skills
Series 63, Series 7, 401k, Equities, Investments, Public Speaking
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Marketing & Finance Double Major
JP Morgan Private Bank May 2013 - Present
Fidelity Investments - Fidelity Financial Advisor Solutions October 2011 - May 2013
Fidelity Investments - Fidelity Financial Advisor Solutions June 2010 - October 2011
Skills
Series 63, Series 7, 401k, Equities, Investments, Public Speaking
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Marketing & Finance Double Major
Pierre Dobson's J.P. Morgan Private Bank Experience April 2004 - October 2006
Job Head of Graduate Development Americas at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank November 2008 - March 2013
Lehman Brothers October 2006 - September 2008
JP Morgan Private Bank April 2004 - October 2006
JP Morgan Chase September 2000 - April 2004
Verizon Wireless July 1997 - September 2000
Bell Atlantic NYNEX Mobile July 1995 - July 1997
NYNEX Mobile Communications October 1993 - July 1995
NYNEX Mobile Communications May 1991 - September 1993
Skills
Business Analysis, CRM, Change Management, Customer Service, Employee Training, Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Leadership, Leadership Development, Management, Management Consulting, Marketing, Onboarding, Organizational..., PMO, Performance Management, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Talent Management, Team Leadership, Telecommunications, Training, Training Delivery, Vendor Management, Analysis, Business Process..., Team Management
Education
Columbia University
Georgetown University
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank November 2008 - March 2013
Lehman Brothers October 2006 - September 2008
JP Morgan Private Bank April 2004 - October 2006
JP Morgan Chase September 2000 - April 2004
Verizon Wireless July 1997 - September 2000
Bell Atlantic NYNEX Mobile July 1995 - July 1997
NYNEX Mobile Communications October 1993 - July 1995
NYNEX Mobile Communications May 1991 - September 1993
Skills
Business Analysis, CRM, Change Management, Customer Service, Employee Training, Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Leadership, Leadership Development, Management, Management Consulting, Marketing, Onboarding, Organizational..., PMO, Performance Management, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Talent Management, Team Leadership, Telecommunications, Training, Training Delivery, Vendor Management, Analysis, Business Process..., Team Management
Education
Columbia University
Georgetown University
Fred Scheing's J.P. Morgan Private Bank Experience July 2007 - December 2011
Job CPA, PFS, CGMA, CMA, MT; Tax Manager, The Siegfried Group
Industry Accounting
Experience
Siegfried Group. LLP 2011 - Present
JP Morgan Private Bank July 2007 - December 2011
Brittingham, Inc May 2004 - July 2007
Lumber Industries, Inc May 2004 - July 2007
B-103 Corporation August 1981 - May 2004
Belfint, Lyons & Shuman, CPAs January 1980 - September 1984
Coopers & Lybrand July 1981 - August 1981
Skills
High Net Worth..., Tax, Tax Compliance, Financial Planning, Trusts, Compliance, Strategic Financial..., Corporate Tax, CPA, Estate Planning, Estate Tax Planning, Investments, Tax Accounting, Accounting, Financial Advisory, Finance, Financial Planners, Auditing, Tax Preparation
Education
Villanova University 1992 — 1994
Masters, Taxation
University of Delaware 1976 — 1979
Bachelor of Science, Accounting
University of Delaware 1972 — 1976
Bachelor of Arts, Economics and English Literature
Siegfried Group. LLP 2011 - Present
JP Morgan Private Bank July 2007 - December 2011
Brittingham, Inc May 2004 - July 2007
Lumber Industries, Inc May 2004 - July 2007
B-103 Corporation August 1981 - May 2004
Belfint, Lyons & Shuman, CPAs January 1980 - September 1984
Coopers & Lybrand July 1981 - August 1981
Skills
High Net Worth..., Tax, Tax Compliance, Financial Planning, Trusts, Compliance, Strategic Financial..., Corporate Tax, CPA, Estate Planning, Estate Tax Planning, Investments, Tax Accounting, Accounting, Financial Advisory, Finance, Financial Planners, Auditing, Tax Preparation
Education
Villanova University 1992 — 1994
Masters, Taxation
University of Delaware 1976 — 1979
Bachelor of Science, Accounting
University of Delaware 1972 — 1976
Bachelor of Arts, Economics and English Literature
Kutcher, Matthew's J.P. Morgan Private Bank Experience May 1996 - 2002
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
Credit Suisse March 2009 - March 2014
Citi Private Bank December 2002 - March 2009
JP Morgan Private Bank May 1996 - 2002
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Finance, Risk Management, Sales, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Capital Markets, Banking, Hedge Funds
Education
University of Miami 2001 — 2003
MBA, Business Administration
Hofstra University 1991 — 1995
BA, Economics
J.P. Morgan March 2014 - Present
Credit Suisse March 2009 - March 2014
Citi Private Bank December 2002 - March 2009
JP Morgan Private Bank May 1996 - 2002
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Finance, Risk Management, Sales, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Capital Markets, Banking, Hedge Funds
Education
University of Miami 2001 — 2003
MBA, Business Administration
Hofstra University 1991 — 1995
BA, Economics
Zung Nguyen's J.P. Morgan Private Bank Experience April 2003 - October 2010
Job Executive Wealth Advisor at Athena Capital Advisors LLC
Industry Banking
Experience
Athena Capital Advisors LLC January 2013 - Present
Asset & Wealth Management October 2010 - January 2013
JP Morgan Private Bank April 2003 - October 2010
American Century Investments October 1998 - January 2002
ING Barings May 1996 - February 1998
JP Morgan & Co. February 1983 - January 1996
Federal Home Loan Banks September 1978 - February 1983
Skills
Wealth Management, Investments, Wealth Management..., Asset, Financial Institutions, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Fixed Income, Asset Managment, Asset Management, Emerging Markets, Finance, Equities, Portfolio Management
Education
The George Washington University - School of Business 1979 — 1982
MBA, Finance
Washington College 1973 — 1977
BA, Economics & Psychology
Washington College 1973 — 1977
Nguyen received his BA; his MBA; lectured, economics and psychology; finance
Athena Capital Advisors LLC January 2013 - Present
Asset & Wealth Management October 2010 - January 2013
JP Morgan Private Bank April 2003 - October 2010
American Century Investments October 1998 - January 2002
ING Barings May 1996 - February 1998
JP Morgan & Co. February 1983 - January 1996
Federal Home Loan Banks September 1978 - February 1983
Skills
Wealth Management, Investments, Wealth Management..., Asset, Financial Institutions, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Fixed Income, Asset Managment, Asset Management, Emerging Markets, Finance, Equities, Portfolio Management
Education
The George Washington University - School of Business 1979 — 1982
MBA, Finance
Washington College 1973 — 1977
BA, Economics & Psychology
Washington College 1973 — 1977
Nguyen received his BA; his MBA; lectured, economics and psychology; finance
Mary Colleen Reilly's J.P. Morgan Private Bank Experience February 2013 - Present
Job VP, Executive Recruiter at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
Keith Ashby's J.P. Morgan Private Bank Experience September 2006 - June 2007
Job Director of Finance at ICAP, Columbia University
Industry Higher Education
Experience
ABC First, LLC September 2013 - Present
ICAP, Columbia University July 2011 - September 2013
Columbia University February 2010 - July 2011
Columbia University January 2008 - February 2010
Columbia University--ICAP July 2007 - January 2008
JP Morgan-Private Bank September 2006 - June 2007
JPMorgan Chase July 2004 - September 2006
Deutsche Bank October 2000 - December 2003
Deutsche Bank January 1999 - October 2000
MORGAN STANLEY, DEAN WITTER June 1998 - December 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Grants, Non-profits, Budgets, Managerial Finance, Strategic Financial..., Auditing, Data Analysis, Analysis, Financial Modeling, Research, Program Management, Finance, Microsoft Excel, Financial Accounting, Process Improvement, QuickBooks, Microsoft Office, Nonprofits, Federal Grants..., Policy, Management, Internal Controls, Human Resources
Education
Syracuse University 1993 — 1997
Bachelor of Science, Accounting
ABC First, LLC September 2013 - Present
ICAP, Columbia University July 2011 - September 2013
Columbia University February 2010 - July 2011
Columbia University January 2008 - February 2010
Columbia University--ICAP July 2007 - January 2008
JP Morgan-Private Bank September 2006 - June 2007
JPMorgan Chase July 2004 - September 2006
Deutsche Bank October 2000 - December 2003
Deutsche Bank January 1999 - October 2000
MORGAN STANLEY, DEAN WITTER June 1998 - December 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Grants, Non-profits, Budgets, Managerial Finance, Strategic Financial..., Auditing, Data Analysis, Analysis, Financial Modeling, Research, Program Management, Finance, Microsoft Excel, Financial Accounting, Process Improvement, QuickBooks, Microsoft Office, Nonprofits, Federal Grants..., Policy, Management, Internal Controls, Human Resources
Education
Syracuse University 1993 — 1997
Bachelor of Science, Accounting
Charles Denson's J.P. Morgan Private Bank Experience 1996 - 2003
Job Managing Director, Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Citi Private Bank July 2010 - July 2013
Wells Fargo Private Bank 2003 - 2010
JP Morgan Private Bank 1996 - 2003
Education
University of Arkansas 1978 — 1983
Bachelor of Business Administration (BBA), Sam M. Walton College of Business, Finance
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Citi Private Bank July 2010 - July 2013
Wells Fargo Private Bank 2003 - 2010
JP Morgan Private Bank 1996 - 2003
Education
University of Arkansas 1978 — 1983
Bachelor of Business Administration (BBA), Sam M. Walton College of Business, Finance
Nicholas Pisciotti's J.P. Morgan Private Bank Experience January 2014 - Present
Job Investor at JP Morgan Chase Private Bank
Industry Investment Management
Experience
JP Morgan Private Bank January 2014 - Present
Briarly & Greenridge Capital September 2012 - January 2014
JP Morgan - Corporate & Investment Bank January 2013 - November 2013
JP Morgan Asset Mgmt July 2009 - September 2012
Newland Capital Mgmt. LLC May 2008 - July 2009
OppenheimerFunds May 2005 - May 2008
ING Nederland April 2002 - May 2005
Deutsche Bank October 1996 - April 2002
SunAmerica Asset Management August 1995 - March 1996
Skills
Equity Research, Strategy, Equities, Investment Management, Financial Modeling, Equity Valuation, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Industry Analysis, Hedge Funds, Mutual Funds, Industrials, Analysis, Competitive Analysis, Managerial Skills, Materials, Energy, Research, Aerospace & Defense, Stock Selection, Macro Analysis, Quantitative Investing, Economic Research, Quantitative Investment..., Behavioral Finance, Balance Sheet, P&L Analysis, Cash Flow Statements, Microsoft Excel, Series 7, Series 63, Industrial Sector, Financial Markets, Stock Picking
Education
Manhattan College
Bachelor of Science, Finance
JP Morgan Private Bank January 2014 - Present
Briarly & Greenridge Capital September 2012 - January 2014
JP Morgan - Corporate & Investment Bank January 2013 - November 2013
JP Morgan Asset Mgmt July 2009 - September 2012
Newland Capital Mgmt. LLC May 2008 - July 2009
OppenheimerFunds May 2005 - May 2008
ING Nederland April 2002 - May 2005
Deutsche Bank October 1996 - April 2002
SunAmerica Asset Management August 1995 - March 1996
Skills
Equity Research, Strategy, Equities, Investment Management, Financial Modeling, Equity Valuation, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Industry Analysis, Hedge Funds, Mutual Funds, Industrials, Analysis, Competitive Analysis, Managerial Skills, Materials, Energy, Research, Aerospace & Defense, Stock Selection, Macro Analysis, Quantitative Investing, Economic Research, Quantitative Investment..., Behavioral Finance, Balance Sheet, P&L Analysis, Cash Flow Statements, Microsoft Excel, Series 7, Series 63, Industrial Sector, Financial Markets, Stock Picking
Education
Manhattan College
Bachelor of Science, Finance