JP Morgan Securities
Description
Address: 3424 Peachtree Rd NE Suite #1700, Atlanta, GA 30326 Phone: (404) 842-4000Category: : Place name: : Hours: : : Website: : : Website: http://www.jpmorgansecurities.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of J.P. Morgan Securities Posting publicly on the Web Write a review Reviews Be the first to review
JP Morgan Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JP Morgan Securities Employees
Employee
Years
Job
Industry
Andy Pasternak Andy Pasternak's JP Morgan Securities Experience 1993 - 1996
Job Partner, Bain & Company
Industry Management Consulting
Experience
Bain & Company 2008 - Present
Oliver Wyman 1998 - 2008
J.P. Morgan Securities 1993 - 1996
Skills
Strategy, Lifesciences, Healthcare, Corporate Development, Private Equity, Due Diligence, Business Strategy, Biopharmaceuticals, Financial Modeling, Market Entry, Growth Strategies, Organizational Design, Valuation, Strategic Planning
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
Northwestern University 1989 — 1993
BA, Economics
The Pingry School 1982 — 1989
Bain & Company 2008 - Present
Oliver Wyman 1998 - 2008
J.P. Morgan Securities 1993 - 1996
Skills
Strategy, Lifesciences, Healthcare, Corporate Development, Private Equity, Due Diligence, Business Strategy, Biopharmaceuticals, Financial Modeling, Market Entry, Growth Strategies, Organizational Design, Valuation, Strategic Planning
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
Northwestern University 1989 — 1993
BA, Economics
The Pingry School 1982 — 1989
Rick Dyson Rick Dyson's JP Morgan Securities Experience July 2014 - Present
Job Vice President, Financial Advisor at JP Morgan Securities
Industry Investment Banking
Experience
J.P. Morgan Securities July 2014 - Present
Key Investment Services January 2013 - July 2014
Key Bank February 2008 - January 2013
Key Bank January 2006 - January 2008
Ohio Savings Bank March 2004 - January 2006
US Bank (f.k.a. The Leader Mortgage Company) October 2002 - October 2003
JPMorgan Chase January 2000 - October 2002
Education
University of Findlay 2007 — 2008
Business Management, 3.95
Cuyahoga Community College 1995 — 1997
AA Associate of Arts, Liberal Studies
University of Toledo 1994 — 1995
Criminal Justice
Brunswick
J.P. Morgan Securities July 2014 - Present
Key Investment Services January 2013 - July 2014
Key Bank February 2008 - January 2013
Key Bank January 2006 - January 2008
Ohio Savings Bank March 2004 - January 2006
US Bank (f.k.a. The Leader Mortgage Company) October 2002 - October 2003
JPMorgan Chase January 2000 - October 2002
Education
University of Findlay 2007 — 2008
Business Management, 3.95
Cuyahoga Community College 1995 — 1997
AA Associate of Arts, Liberal Studies
University of Toledo 1994 — 1995
Criminal Justice
Brunswick
Adam Gelmon's JP Morgan Securities Experience November 2012 - Present
Job Financial Advisor at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities November 2012 - Present
J.P. Morgan Securities June 2012 - November 2012
Northwood University August 2010 - June 2012
WiderFunnel Marketing Optimization May 2011 - August 2011
Golftown March 2007 - August 2010
Prince of Wales Secondary August 2005 - May 2007
Skills
Mac Operating System, Microsoft Office, Salesforce.com, MailChimp, Wufoo, GoToMeeting, Golf, Bloomberg Terminal, FINRA, FINRA Series 7, Social Networking
Education
Northwood University 2008 — 2012
BBA, Banking and Finance
Prince of Wales Secondary 2002 — 2007
J.P. Morgan Securities November 2012 - Present
J.P. Morgan Securities June 2012 - November 2012
Northwood University August 2010 - June 2012
WiderFunnel Marketing Optimization May 2011 - August 2011
Golftown March 2007 - August 2010
Prince of Wales Secondary August 2005 - May 2007
Skills
Mac Operating System, Microsoft Office, Salesforce.com, MailChimp, Wufoo, GoToMeeting, Golf, Bloomberg Terminal, FINRA, FINRA Series 7, Social Networking
Education
Northwood University 2008 — 2012
BBA, Banking and Finance
Prince of Wales Secondary 2002 — 2007
Prateek Batra's JP Morgan Securities Experience October 2015 - Present
Job Investment Banking Analyst at JP Morgan
Industry Investment Banking
Experience
J.P. Morgan Securities October 2015 - Present
J.P. Morgan October 2013 - September 2015
UBS Investment Bank April 2013 - October 2013
Symbiosis Institute of Business Management Pune June 2011 - March 2013
Multi-Act Equity Research Services Pvt. Ltd. April 2012 - June 2012
Infosys November 2009 - May 2011
Education
Symbiosis Institute of Business Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.276/4.00
University of Rajasthan 2005 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Greenfields Public School 1993 — 2005
J.P. Morgan Securities October 2015 - Present
J.P. Morgan October 2013 - September 2015
UBS Investment Bank April 2013 - October 2013
Symbiosis Institute of Business Management Pune June 2011 - March 2013
Multi-Act Equity Research Services Pvt. Ltd. April 2012 - June 2012
Infosys November 2009 - May 2011
Education
Symbiosis Institute of Business Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.276/4.00
University of Rajasthan 2005 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Greenfields Public School 1993 — 2005
Jennifer Mayer Jennifer Mayer's JP Morgan Securities Experience May 2014 - August 2014
Job Student at the University of Michigan Stephen M. Ross School of Business
Industry
Experience
J.P. Morgan Securities May 2014 - August 2014
Cross Cultural Solutions July 2013 - August 2013
Pierce Country Day Camp June 2012 - August 2012
North Shore-LIJ Health System 2007 - 2012
Trail's End Camp June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
J.P. Morgan Securities May 2014 - August 2014
Cross Cultural Solutions July 2013 - August 2013
Pierce Country Day Camp June 2012 - August 2012
North Shore-LIJ Health System 2007 - 2012
Trail's End Camp June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Chris Chaput Chris Chaput's JP Morgan Securities Experience 2011 - 2012
Job Consulting Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle 2012 - Present
J.P. Morgan Securities 2011 - 2012
Merrill Lynch October 2008 - January 2011
South Carolina Stingrays ECHL October 2006 - June 2008
Skills
Strategy, Oracle, Oracle Applications, SaaS, Business Process..., Cloud Computing, Software Consulting, Salesforce.com, Business Process, Investments, Vendor Management, Enterprise Software, Data Analysis, Solution Selling, Professional Services, Sales, Management, Leadership, Consulting
Education
Providence College 2001 — 2005
BS, Finance
Farmington High School 2000 — 2001
Mount St. Charles Academy 1998 — 2000
Oracle 2012 - Present
J.P. Morgan Securities 2011 - 2012
Merrill Lynch October 2008 - January 2011
South Carolina Stingrays ECHL October 2006 - June 2008
Skills
Strategy, Oracle, Oracle Applications, SaaS, Business Process..., Cloud Computing, Software Consulting, Salesforce.com, Business Process, Investments, Vendor Management, Enterprise Software, Data Analysis, Solution Selling, Professional Services, Sales, Management, Leadership, Consulting
Education
Providence College 2001 — 2005
BS, Finance
Farmington High School 2000 — 2001
Mount St. Charles Academy 1998 — 2000
Richard McCullough Richard McCullough's JP Morgan Securities Experience 2001 - 2003
Job Executive Chairman at Nighthawk Energy PLC
Industry Oil & Energy
Experience
Nighthawk Energy PLC September 2014 - Present
Summit Energy Advisors January 2012 - Present
PDC Energy May 2008 - June 2011
PDC Energy November 2006 - June 2008
Gasource LLC January 2004 - June 2005
JP Morgan Securities 2001 - 2003
Various 1976 - 2001
Skills
Energy, Investor Relations, Finance, Mergers & Acquisitions, Petroleum, Natural Gas, Equities, Business Planning, Risk Management, Investment Banking, Banking, Energy Industry, Start-ups, Commodity, Financial Modeling, Investments, Oil, Board Strategic Planning, P&L Management, Board Chairmanship, Business Development, Financial Origination..., Corporate Finance, Valuation, Joint Ventures
Education
University of Southern Miss. 1975 — 1976
MS, Accounting
University of North Carolina at Chapel Hill 1986 — 1986
UNC- Chapel Hill-Executive MBA Studies
Nighthawk Energy PLC September 2014 - Present
Summit Energy Advisors January 2012 - Present
PDC Energy May 2008 - June 2011
PDC Energy November 2006 - June 2008
Gasource LLC January 2004 - June 2005
JP Morgan Securities 2001 - 2003
Various 1976 - 2001
Skills
Energy, Investor Relations, Finance, Mergers & Acquisitions, Petroleum, Natural Gas, Equities, Business Planning, Risk Management, Investment Banking, Banking, Energy Industry, Start-ups, Commodity, Financial Modeling, Investments, Oil, Board Strategic Planning, P&L Management, Board Chairmanship, Business Development, Financial Origination..., Corporate Finance, Valuation, Joint Ventures
Education
University of Southern Miss. 1975 — 1976
MS, Accounting
University of North Carolina at Chapel Hill 1986 — 1986
UNC- Chapel Hill-Executive MBA Studies
Chavon Walton's JP Morgan Securities Experience December 2014 - Present
Job Client Service Associate at JPMorgan Securities
Industry Banking
Experience
J.P. Morgan Securities December 2014 - Present
JP Morgan Chase Bank, N.A April 2012 - November 2014
GAP October 2008 - January 2012
Skills
Loss Prevention, Financial Services, Financial Accounting, Inventory Management, Account Management, Financial Analysis, Business Analysis, Strategic Planning, Operational Excellence, Management, Retail Banking, Product Knowledge, Result Oriented, Customer Acquisition, Customer Engagement, Cross Selling, Marketing Strategy, Trend Analysis, Microsoft Excel, Coaching, QuickBooks, Relationship Management, Finance, Loans, Forecasting, Interviews, Consumer Lending, Banking
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
The University of Illinois, College of ACES 2002 — 2006
Bachelor of Science, Consumer Economics
J.P. Morgan Securities December 2014 - Present
JP Morgan Chase Bank, N.A April 2012 - November 2014
GAP October 2008 - January 2012
Skills
Loss Prevention, Financial Services, Financial Accounting, Inventory Management, Account Management, Financial Analysis, Business Analysis, Strategic Planning, Operational Excellence, Management, Retail Banking, Product Knowledge, Result Oriented, Customer Acquisition, Customer Engagement, Cross Selling, Marketing Strategy, Trend Analysis, Microsoft Excel, Coaching, QuickBooks, Relationship Management, Finance, Loans, Forecasting, Interviews, Consumer Lending, Banking
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
The University of Illinois, College of ACES 2002 — 2006
Bachelor of Science, Consumer Economics
Kevin A. Donovan Kevin A. Donovan's JP Morgan Securities Experience 2004 - 2008
Job Conributor at Seeking Alpha
Industry Writing and Editing
Experience
Seeking Alpha August 2014 - Present
istockanalyst.com January 2012 - Present
The Donovan Report December 2008 - Present
JPMorgan Securities 2004 - 2008
JP MORGAN SECURITIES 2004 - 2008
JPMorgan 2004 - 2008
Lehman Brothers 2001 - 2004
Dow Jones Newswires September 1986 - September 1992
Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Economics
University of Oklahoma 1969 — 1973
BA, English
Seeking Alpha August 2014 - Present
istockanalyst.com January 2012 - Present
The Donovan Report December 2008 - Present
JPMorgan Securities 2004 - 2008
JP MORGAN SECURITIES 2004 - 2008
JPMorgan 2004 - 2008
Lehman Brothers 2001 - 2004
Dow Jones Newswires September 1986 - September 1992
Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Economics
University of Oklahoma 1969 — 1973
BA, English
Stephen Marchica Stephen Marchica's JP Morgan Securities Experience June 2010 - August 2010
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Wells Fargo Capital Finance July 2014 - October 2014
Wells Fargo Capital Finance July 2012 - July 2014
Wells Fargo Capital Finance June 2011 - May 2012
J.P. Morgan Securities June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Microsoft Excel, Investments, Valuation
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration, Finance
Saint Louis University- Madrid 2011 — 2011
Guggenheim Partners October 2014 - Present
Wells Fargo Capital Finance July 2014 - October 2014
Wells Fargo Capital Finance July 2012 - July 2014
Wells Fargo Capital Finance June 2011 - May 2012
J.P. Morgan Securities June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Microsoft Excel, Investments, Valuation
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration, Finance
Saint Louis University- Madrid 2011 — 2011
Preston Wood, CFA, CFP® Preston Wood, CFA, CFP®'s JP Morgan Securities Experience January 2012 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2013 - January 2015
J.P. Morgan Securities January 2012 - June 2013
New York Life Insurance Company May 2011 - December 2011
Walton International Group, USA January 2008 - February 2010
Charles Schwab October 2006 - December 2007
Skills
Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Marketing
Boston Institute of Finance
Certified Financial Planning
College for Financial Planning
Certified Financial Planning
UBS Financial Services, Inc. July 2013 - January 2015
J.P. Morgan Securities January 2012 - June 2013
New York Life Insurance Company May 2011 - December 2011
Walton International Group, USA January 2008 - February 2010
Charles Schwab October 2006 - December 2007
Skills
Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Marketing
Boston Institute of Finance
Certified Financial Planning
College for Financial Planning
Certified Financial Planning
John Jaravata's JP Morgan Securities Experience March 2006 - December 2007
Job Director Kennicott Capital Management, LLC
Industry Investment Management
Experience
Kennicott Capital Management, LLC August 2015 - Present
Private Ocean Wealth Management April 2013 - July 2015
YBR Financial May 2012 - April 2013
Conifer Securities January 2011 - May 2012
D. E. Shaw & Co. January 2010 - January 2011
Indus Capital Partners, LLC December 2007 - May 2009
J.P. Morgan Securities March 2006 - December 2007
Skills
Equities, Equity Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Options, Investments, Securities, Mutual Funds, Asset Management
Education
Lehigh University 2001 — 2005
Ranney School
Kennicott Capital Management, LLC August 2015 - Present
Private Ocean Wealth Management April 2013 - July 2015
YBR Financial May 2012 - April 2013
Conifer Securities January 2011 - May 2012
D. E. Shaw & Co. January 2010 - January 2011
Indus Capital Partners, LLC December 2007 - May 2009
J.P. Morgan Securities March 2006 - December 2007
Skills
Equities, Equity Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Options, Investments, Securities, Mutual Funds, Asset Management
Education
Lehigh University 2001 — 2005
Ranney School
Kristen Perlman's JP Morgan Securities Experience April 2009 - August 2012
Job Executive Director, Marketing Director, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
J.P. Morgan Securities April 2009 - August 2012
Citi Smith Barney January 2007 - April 2009
UBS Financial Services April 2005 - December 2006
Prudential 1993 - 1997
Skills
Marketing Strategy, Hedge Funds, Private Equity, Marketing, Series 7, Marketing Communications, Internal Communications, Asset Management, Marketing Management
Education
Lehigh University 1989 — 1992
BA, Economics/International Careers
Bridgewater Raritan HS East 1984 — 1988
J.P. Morgan August 2012 - Present
J.P. Morgan Securities April 2009 - August 2012
Citi Smith Barney January 2007 - April 2009
UBS Financial Services April 2005 - December 2006
Prudential 1993 - 1997
Skills
Marketing Strategy, Hedge Funds, Private Equity, Marketing, Series 7, Marketing Communications, Internal Communications, Asset Management, Marketing Management
Education
Lehigh University 1989 — 1992
BA, Economics/International Careers
Bridgewater Raritan HS East 1984 — 1988
Tim Haaf Tim Haaf's JP Morgan Securities Experience July 2006 - July 2009
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting July 2012 - Present
Arvon Advisors April 2010 - August 2010
J.P. Morgan Securities July 2006 - July 2009
KeyBanc Capital Markets June 2005 - August 2005
JumpStart Inc. September 2003 - May 2005
Pennsylvania Governor's School for Global Entrepreneurship June 2003 - August 2003
Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Investment Banking, Project Management, Growth Strategies, Competitive Analysis, Market Research, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance, Entrepreneurship, Analysis, Strategy
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Case Western Reserve University 2002 — 2006
B.S. Business Management
Deloitte Consulting July 2012 - Present
Arvon Advisors April 2010 - August 2010
J.P. Morgan Securities July 2006 - July 2009
KeyBanc Capital Markets June 2005 - August 2005
JumpStart Inc. September 2003 - May 2005
Pennsylvania Governor's School for Global Entrepreneurship June 2003 - August 2003
Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Investment Banking, Project Management, Growth Strategies, Competitive Analysis, Market Research, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance, Entrepreneurship, Analysis, Strategy
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Case Western Reserve University 2002 — 2006
B.S. Business Management
Cory Elliott's JP Morgan Securities Experience August 2008 - May 2013
Job Risk Analyst at Shell Trading
Industry Oil & Energy
Experience
Shell November 2013 - Present
Wells Fargo May 2013 - November 2013
J.P. Morgan Securities August 2008 - May 2013
Skills
Customer Service, Building Relationships, Financial Risk, Sales, Risk Management, Downstream Oil & Gas, Refined Products, Leadership, VAR, Mark to Market, Finance, Investments, Microsoft Excel, Financial Analysis, Project Management, Interpersonal Skill, Analysis, Openlink, Endur
Education
University of Houston 2008 — 2010
Bachelor of Arts (B.A.)
The Ohio State University 2005 — 2008
Shell November 2013 - Present
Wells Fargo May 2013 - November 2013
J.P. Morgan Securities August 2008 - May 2013
Skills
Customer Service, Building Relationships, Financial Risk, Sales, Risk Management, Downstream Oil & Gas, Refined Products, Leadership, VAR, Mark to Market, Finance, Investments, Microsoft Excel, Financial Analysis, Project Management, Interpersonal Skill, Analysis, Openlink, Endur
Education
University of Houston 2008 — 2010
Bachelor of Arts (B.A.)
The Ohio State University 2005 — 2008
Ali Goldberg Ali Goldberg's JP Morgan Securities Experience July 2013 - Present
Job Analyst at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities July 2013 - Present
Sullivan & Cromwell LLP June 2012 - August 2012
UK Parliament September 2011 - December 2011
Jump Apparel June 2010 - August 2010
Skills
Bloomberg, Data Analysis, Microsoft Office, Valuation, Financial Modeling, Microsoft Excel, Event Planning
Education
Cornell University 2009 — 2013
Policy Analysis and Management
J.P. Morgan Securities July 2013 - Present
Sullivan & Cromwell LLP June 2012 - August 2012
UK Parliament September 2011 - December 2011
Jump Apparel June 2010 - August 2010
Skills
Bloomberg, Data Analysis, Microsoft Office, Valuation, Financial Modeling, Microsoft Excel, Event Planning
Education
Cornell University 2009 — 2013
Policy Analysis and Management
Fredrick Mendez Fredrick Mendez's JP Morgan Securities Experience June 2015 - Present
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Securities June 2015 - Present
JPMorgan Chase & Co. May 2015 - Present
Acumen Holding Group,LLC October 2010 - April 2015
Quick Fund, Inc. 2008 - 2010
Fidelity Borrowing Mortgage Bankers February 2006 - November 2008
Sunset Mortgage January 2004 - December 2005
Education
Investment Banking Institute 2015 — 2015
Financial Modeling and Valuation Training
Thomas Edison State College 2012 — 2015
Bachelor of Science (BS) (Pending), Applied Science and Technology
Online Trading Academy 2010 — 2010
Professional Certificate in Forex and Stock Trading
J.P. Morgan Securities June 2015 - Present
JPMorgan Chase & Co. May 2015 - Present
Acumen Holding Group,LLC October 2010 - April 2015
Quick Fund, Inc. 2008 - 2010
Fidelity Borrowing Mortgage Bankers February 2006 - November 2008
Sunset Mortgage January 2004 - December 2005
Education
Investment Banking Institute 2015 — 2015
Financial Modeling and Valuation Training
Thomas Edison State College 2012 — 2015
Bachelor of Science (BS) (Pending), Applied Science and Technology
Online Trading Academy 2010 — 2010
Professional Certificate in Forex and Stock Trading
Mitchell Huang Mitchell Huang's JP Morgan Securities Experience July 2002 - October 2009
Job Product Manager
Industry Computer Software
Experience
EVA Automation, Inc. 2014 - Present
San Francisco 49ers June 2013 - February 2014
JPMorgan Chase October 2010 - January 2013
J.P. Morgan Securities July 2002 - October 2009
Skills
Strategy, Investment Banking, Financial Modeling, Equities, Start-ups, Business Analysis, Fixed Income, Risk Management, Product Management, Capital Markets, Mergers & Acquisitions, Strategic Partnerships, Leadership, Financial Analysis, Marketing Strategy, Business Development, Valuation, Alternative Investments, Budgets, Private Equity, Cross-functional Team..., Project Management, Management, Derivatives, Due Diligence, Analytics, Strategic Planning, Equity Research, Hedge Funds, Portfolio Management, Asset Management, Investments, Negotiation, Business Intelligence, Business Strategy
Education
Massachusetts Institute of Technology 1997 — 2001
SB, Biology
EVA Automation, Inc. 2014 - Present
San Francisco 49ers June 2013 - February 2014
JPMorgan Chase October 2010 - January 2013
J.P. Morgan Securities July 2002 - October 2009
Skills
Strategy, Investment Banking, Financial Modeling, Equities, Start-ups, Business Analysis, Fixed Income, Risk Management, Product Management, Capital Markets, Mergers & Acquisitions, Strategic Partnerships, Leadership, Financial Analysis, Marketing Strategy, Business Development, Valuation, Alternative Investments, Budgets, Private Equity, Cross-functional Team..., Project Management, Management, Derivatives, Due Diligence, Analytics, Strategic Planning, Equity Research, Hedge Funds, Portfolio Management, Asset Management, Investments, Negotiation, Business Intelligence, Business Strategy
Education
Massachusetts Institute of Technology 1997 — 2001
SB, Biology
Brett Fenn Brett Fenn's JP Morgan Securities Experience August 2013 - Present
Job Senior Banker at J.P. Morgan Securities
Industry Oil & Energy
Experience
J.P. Morgan Securities August 2013 - Present
JPMorgan 2007 - July 2013
JPMorgan 2004 - 2007
JPMorgan Chase 2001 - 2004
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Baylor University - Hankamer School of Business 1997 — 2001
Stratford High School 1993 — 1997
Leadership Dallas
J.P. Morgan Securities August 2013 - Present
JPMorgan 2007 - July 2013
JPMorgan 2004 - 2007
JPMorgan Chase 2001 - 2004
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Baylor University - Hankamer School of Business 1997 — 2001
Stratford High School 1993 — 1997
Leadership Dallas
Eric Zagorski Eric Zagorski's JP Morgan Securities Experience June 2010 - August 2010
Job Associate at Housatonic Partners
Industry Venture Capital & Private Equity
Experience
Housatonic Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank June 2011 - July 2011
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Capital Markets
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 2007 — 2009
Housatonic Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank June 2011 - July 2011
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Capital Markets
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 2007 — 2009
John Smyth John Smyth's JP Morgan Securities Experience January 2010 - Present
Job Executive Director and Portfolio Manager at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities January 2010 - Present
Grand-Jean Capital Management November 2006 - January 2010
Morgan Stanley Smith Barney September 2001 - November 2006
Skills
Asset Managment, Securities, Portfolio Management, Alternative Investments, Investments, Fixed Income Portfolio..., Risk Management
Education
Northwestern University 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Claremont McKenna College 1984 — 1986
Choate Rosemary Hall 1979 — 1983
J.P. Morgan Securities January 2010 - Present
Grand-Jean Capital Management November 2006 - January 2010
Morgan Stanley Smith Barney September 2001 - November 2006
Skills
Asset Managment, Securities, Portfolio Management, Alternative Investments, Investments, Fixed Income Portfolio..., Risk Management
Education
Northwestern University 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Claremont McKenna College 1984 — 1986
Choate Rosemary Hall 1979 — 1983
Karen McKeough's JP Morgan Securities Experience May 2015 - Present
Job Summer Intern at J.P. Morgan Securities
Industry
Experience
J.P. Morgan Securities May 2015 - Present
Winchester Indoor Lawn and Tennis Center (WILTC) June 2011 - August 2014
Skills
Microsoft Excel, Public Speaking, Teaching, PowerPoint, Microsoft Office, Customer Service, Social Media, Research, Social Networking, Leadership
Education
Fairfield University 2013 — 2017
Bachelor of Science (B.S.), Management and Entrepreneurship, 3.72
J.P. Morgan Securities May 2015 - Present
Winchester Indoor Lawn and Tennis Center (WILTC) June 2011 - August 2014
Skills
Microsoft Excel, Public Speaking, Teaching, PowerPoint, Microsoft Office, Customer Service, Social Media, Research, Social Networking, Leadership
Education
Fairfield University 2013 — 2017
Bachelor of Science (B.S.), Management and Entrepreneurship, 3.72
Amy Sabin Amy Sabin's JP Morgan Securities Experience 2002 - Present
Job Managing Director at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities 2002 - Present
Bear Stearns, a Division of JP Morgan 2008 - 2010
Bear Stearns August 2002 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Series 7, Securities, Investments, Portfolio Management, Investment Banking, Mutual Funds, Bloomberg, Wealth Management, Private Equity, Series 63, Trading, Valuation, Financial Modeling, Bonds, Due Diligence
Education
Southern Methodist University 1985 — 1989
BA, Marketing
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Marketing
J.P. Morgan Securities 2002 - Present
Bear Stearns, a Division of JP Morgan 2008 - 2010
Bear Stearns August 2002 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Series 7, Securities, Investments, Portfolio Management, Investment Banking, Mutual Funds, Bloomberg, Wealth Management, Private Equity, Series 63, Trading, Valuation, Financial Modeling, Bonds, Due Diligence
Education
Southern Methodist University 1985 — 1989
BA, Marketing
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Marketing
Christopher Barone's JP Morgan Securities Experience May 2013 - September 2013
Job OSJ, Compliance Officer
Industry Financial Services
Experience
Investors Capital December 2014 - Present
The Prudential Insurance Company of America, Newark NJ May 2014 - October 2014
J.P. Morgan Securities May 2013 - September 2013
Morton Wealth Advisers August 2012 - May 2013
Deutsche Bank Championship August 2012 - September 2012
Ashland Lumber May 2004 - August 2012
Ashland Lumber Company May 2004 - August 2012
Pegasystems May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Financial Markets, Financial Advisory, Strategic Communications, Corporate Communications, Strategic Financial..., Integrated Marketing, Leadership, Marketing, Entrepreneurship, Market Research, Business Development, Training, Strategy, Microsoft Excel, Customer Service, Public Speaking
Education
Marquette University 2008 — 2012
Bachelor of Arts, Corporate Communication
Xaverian Brothers High School 2004 — 2008
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Investors Capital December 2014 - Present
The Prudential Insurance Company of America, Newark NJ May 2014 - October 2014
J.P. Morgan Securities May 2013 - September 2013
Morton Wealth Advisers August 2012 - May 2013
Deutsche Bank Championship August 2012 - September 2012
Ashland Lumber May 2004 - August 2012
Ashland Lumber Company May 2004 - August 2012
Pegasystems May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Financial Markets, Financial Advisory, Strategic Communications, Corporate Communications, Strategic Financial..., Integrated Marketing, Leadership, Marketing, Entrepreneurship, Market Research, Business Development, Training, Strategy, Microsoft Excel, Customer Service, Public Speaking
Education
Marquette University 2008 — 2012
Bachelor of Arts, Corporate Communication
Xaverian Brothers High School 2004 — 2008
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Jillian Cestaro Jillian Cestaro's JP Morgan Securities Experience May 2014 - August 2014
Job Incoming CMO Summer Analyst at Citi
Industry
Experience
JP Morgan Securities May 2014 - August 2014
Barclays January 2014 - January 2014
Friends Academy Summer Camp June 2010 - August 2013
Our Lady of Mercy Academy September 2010 - June 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Risk Management, Training, Coaching, Research
Education
University of Richmond - Robins School of Business 2012 — 2016
Major in Business Economics with a Concentration in Finance
JP Morgan Securities May 2014 - August 2014
Barclays January 2014 - January 2014
Friends Academy Summer Camp June 2010 - August 2013
Our Lady of Mercy Academy September 2010 - June 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Risk Management, Training, Coaching, Research
Education
University of Richmond - Robins School of Business 2012 — 2016
Major in Business Economics with a Concentration in Finance
Brian Oakes Brian Oakes's JP Morgan Securities Experience 1993 - 1996
Job Financial Advisor at Insurance and Financial Services Company
Industry Financial Services
Experience
Insurance and Financial Services Company January 2012 - Present
Overlook Investment Partners 2001 - March 2012
MSW Asset Management LLC July 2004 - June 2005
Cendant 2000 - 2001
Lehman Brothers 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Start-up Ventures, Investments, Equities, Alternative Investments, Series 65, Series 63, Hedge Funds, Capital Markets, Securities, Investor Relations, Portfolio Management, Finance, Series 6, Series 7, Valuation, Fixed Income, Asset Management, Mutual Funds, Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Equity Research, Investment Advisory, Asset Allocation, Investment Management, Start-ups, Financial Planning, Managed Money, 401k, Variable Annuities, Asset Managment, Strategic Financial..., Insurance, 401k Rollovers
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Electrical Engineering
Insurance and Financial Services Company January 2012 - Present
Overlook Investment Partners 2001 - March 2012
MSW Asset Management LLC July 2004 - June 2005
Cendant 2000 - 2001
Lehman Brothers 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Start-up Ventures, Investments, Equities, Alternative Investments, Series 65, Series 63, Hedge Funds, Capital Markets, Securities, Investor Relations, Portfolio Management, Finance, Series 6, Series 7, Valuation, Fixed Income, Asset Management, Mutual Funds, Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Equity Research, Investment Advisory, Asset Allocation, Investment Management, Start-ups, Financial Planning, Managed Money, 401k, Variable Annuities, Asset Managment, Strategic Financial..., Insurance, 401k Rollovers
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Electrical Engineering
Jack Hill Jack Hill's JP Morgan Securities Experience August 2010 - January 2012
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
J.P. Morgan Securities August 2010 - January 2012
J. Christopher's February 2008 - April 2010
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Allocation, Asset Management, Series 63, Financial Modeling, Equities, Investment Advisory, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Strategies
Education
Marist School 1994 — 2000
High School
The University of Georgia
Economics, Economics, Finance
Merrill Lynch March 2012 - Present
J.P. Morgan Securities August 2010 - January 2012
J. Christopher's February 2008 - April 2010
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Allocation, Asset Management, Series 63, Financial Modeling, Equities, Investment Advisory, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Strategies
Education
Marist School 1994 — 2000
High School
The University of Georgia
Economics, Economics, Finance
Travis Marcum Travis Marcum's JP Morgan Securities Experience February 2015 - Present
Job Business Quality Control Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Securities February 2015 - Present
BNSF Railway March 2013 - February 2015
DuPont September 2007 - March 2013
United States Marine Corps December 2001 - December 2009
Skills
SAP R/3, RCRA, ISO 14001, Forklift Operator, Sourcing & Procurement, PSM, PLC, Lock Tag & Try, Lotus Notes, MS Office Suite, Process Improvement, OSHA, Safety, Process Safety, Chemical Safety, First Responder, HAZWOPER, Hazardous Materials..., SPCC, Troubleshooting, Procurement, Safety Management..., Continuous Improvement, Military, Microsoft Office, Inspection, Leadership, Lean Manufacturing, Supervisory Skills
Education
Northeastern University 2014 — 2016
Bachelor's degree, Accounting and Finance, 3.6 out of 4.0 GPA
University of Louisville 2000 — 2005
BS, Justice Administration, 3.45 out of 4.0 GPA
J.P. Morgan Securities February 2015 - Present
BNSF Railway March 2013 - February 2015
DuPont September 2007 - March 2013
United States Marine Corps December 2001 - December 2009
Skills
SAP R/3, RCRA, ISO 14001, Forklift Operator, Sourcing & Procurement, PSM, PLC, Lock Tag & Try, Lotus Notes, MS Office Suite, Process Improvement, OSHA, Safety, Process Safety, Chemical Safety, First Responder, HAZWOPER, Hazardous Materials..., SPCC, Troubleshooting, Procurement, Safety Management..., Continuous Improvement, Military, Microsoft Office, Inspection, Leadership, Lean Manufacturing, Supervisory Skills
Education
Northeastern University 2014 — 2016
Bachelor's degree, Accounting and Finance, 3.6 out of 4.0 GPA
University of Louisville 2000 — 2005
BS, Justice Administration, 3.45 out of 4.0 GPA
Mark Dakhis's JP Morgan Securities Experience March 2009 - July 2011
Job Business Specialist at Nationwide Investment Management
Industry Financial Services
Experience
Nationwide Investment Management April 2013 - Present
Vanguard October 2012 - April 2013
Vanguard September 2011 - October 2012
J.P. Morgan Securities March 2009 - July 2011
Philadelphia Stock Exchange July 2006 - August 2008
Smith Barney January 2006 - May 2006
Brandywine Global Asset Management May 2005 - August 2005
Skills
Spreadsheets, Access, MS Query, Macro, Bloomberg Terminal, Financial Analysis, Variance Analysis, Monthly Reporting, Monthly Close, Accruals, Fixed Assets, Year End Close, Financial Reporting, Fixed Income Products, Financial Control, Capital Markets, Stock Exchange, Business Strategy, Business Analysis, Use Case Analysis, Market Analysis, Product Development, Forecasting, TLM, SAP, Essbase, Hyperion, Fixed Income, Financial Modeling, Income Statement, Balance Sheet, Business Process..., Financial Services, Strategy, Equities, Accounting, Leadership, Finance, Investments, Analysis, Mutual Funds
Education
Penn State University 2002 — 2006
Finance, Finance and Legal Environment of Business
Nationwide Investment Management April 2013 - Present
Vanguard October 2012 - April 2013
Vanguard September 2011 - October 2012
J.P. Morgan Securities March 2009 - July 2011
Philadelphia Stock Exchange July 2006 - August 2008
Smith Barney January 2006 - May 2006
Brandywine Global Asset Management May 2005 - August 2005
Skills
Spreadsheets, Access, MS Query, Macro, Bloomberg Terminal, Financial Analysis, Variance Analysis, Monthly Reporting, Monthly Close, Accruals, Fixed Assets, Year End Close, Financial Reporting, Fixed Income Products, Financial Control, Capital Markets, Stock Exchange, Business Strategy, Business Analysis, Use Case Analysis, Market Analysis, Product Development, Forecasting, TLM, SAP, Essbase, Hyperion, Fixed Income, Financial Modeling, Income Statement, Balance Sheet, Business Process..., Financial Services, Strategy, Equities, Accounting, Leadership, Finance, Investments, Analysis, Mutual Funds
Education
Penn State University 2002 — 2006
Finance, Finance and Legal Environment of Business
Robin Fetterolf Robin Fetterolf's JP Morgan Securities Experience June 2014 - Present
Job Client Associate at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities June 2014 - Present
Champlain Wealth Management September 2013 - December 2013
J.P. Morgan Securities May 2013 - August 2013
Korg USA June 2012 - August 2012
MDeverywhere Inc. December 2011 - January 2012
Skills
Certified in CPR and..., Microsoft Proficient, Proficient in Excel, Leadership, Bloomberg, Series 7, Series 66, PowerPoint, Microsoft Excel, Management
Education
Skidmore College 2010 — 2014
Economics and Management and Business
Danish Institute Study Abroad 2012 — 2012
Global Economics
London School of Economics and Political Science 2012 — 2012
Managerial Accounting and Financial Control
National Outdoor Leadership School
Wind River Wilderness Course
J.P. Morgan Securities June 2014 - Present
Champlain Wealth Management September 2013 - December 2013
J.P. Morgan Securities May 2013 - August 2013
Korg USA June 2012 - August 2012
MDeverywhere Inc. December 2011 - January 2012
Skills
Certified in CPR and..., Microsoft Proficient, Proficient in Excel, Leadership, Bloomberg, Series 7, Series 66, PowerPoint, Microsoft Excel, Management
Education
Skidmore College 2010 — 2014
Economics and Management and Business
Danish Institute Study Abroad 2012 — 2012
Global Economics
London School of Economics and Political Science 2012 — 2012
Managerial Accounting and Financial Control
National Outdoor Leadership School
Wind River Wilderness Course
Caroline M. Conegliano's JP Morgan Securities Experience July 2008 - December 2010
Job Chief of Staff Associate, Corporate Strategy & Development at Phillips Auction House
Industry Fine Art
Experience
Phillips January 2015 - Present
Phillips March 2013 - February 2015
BlackRock May 2012 - March 2013
J.P. Morgan December 2010 - May 2012
J.P. Morgan Securities July 2008 - December 2010
Marquis Jet June 2006 - August 2006
Skills
Wealth Management, Investments, Alternative Investments, Hedge Funds, Fixed Income, Valuation, Private Banking, Investor Relations, Financial Services, Strategic Partnerships, Auctions, Client Relations, Art Advisory, High Net Worth..., Private Art Sales, Sales, Luxury Goods, Marketing, Strategy, Business Development, Brand Development
Education
New York University 2004 — 2008
Bachelor's Degree, Economics, Psychology
New York University, Florence, Italy 2007 — 2007
Phillips January 2015 - Present
Phillips March 2013 - February 2015
BlackRock May 2012 - March 2013
J.P. Morgan December 2010 - May 2012
J.P. Morgan Securities July 2008 - December 2010
Marquis Jet June 2006 - August 2006
Skills
Wealth Management, Investments, Alternative Investments, Hedge Funds, Fixed Income, Valuation, Private Banking, Investor Relations, Financial Services, Strategic Partnerships, Auctions, Client Relations, Art Advisory, High Net Worth..., Private Art Sales, Sales, Luxury Goods, Marketing, Strategy, Business Development, Brand Development
Education
New York University 2004 — 2008
Bachelor's Degree, Economics, Psychology
New York University, Florence, Italy 2007 — 2007
Ryan Ascencio's JP Morgan Securities Experience October 2013 - June 2015
Job Associate at the Souma Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan Securities October 2013 - June 2015
Skills
Wealth Management, Economics, Accounting, Microsoft Office, Financial Modeling, Bloomberg Software, Microsoft Word, Social Networking, Research, Marketing, PowerPoint, Leadership
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Mira Costa
Mira Costa
J.P. Morgan June 2015 - Present
J.P. Morgan Securities October 2013 - June 2015
Skills
Wealth Management, Economics, Accounting, Microsoft Office, Financial Modeling, Bloomberg Software, Microsoft Word, Social Networking, Research, Marketing, PowerPoint, Leadership
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Mira Costa
Mira Costa
Hui-Ting (Sofya) Chang Hui-Ting (Sofya) Chang's JP Morgan Securities Experience May 2013 - August 2013
Job MBA Graduate at University of Michigan
Industry Financial Services
Experience
J.P. Morgan Securities May 2013 - August 2013
Oracle Taleo March 2013 - May 2013
J.P. Morgan Asset Management February 2012 - July 2012
J.P. Morgan Asset Management April 2010 - February 2012
G5 Capital June 2009 - February 2010
The Brookings Institution July 2008 - November 2008
Skills
Bloomberg Terminal, Matlab, Microsoft Office, Chartered Financial..., SPSS, VBA, SAS, Equities, Piano, Violin, Thomson One Analytics, Barra Aegis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Peking University 2007 — 2008
Economics
National Taiwan University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Major in International Business; Minor in Economics
J.P. Morgan Securities May 2013 - August 2013
Oracle Taleo March 2013 - May 2013
J.P. Morgan Asset Management February 2012 - July 2012
J.P. Morgan Asset Management April 2010 - February 2012
G5 Capital June 2009 - February 2010
The Brookings Institution July 2008 - November 2008
Skills
Bloomberg Terminal, Matlab, Microsoft Office, Chartered Financial..., SPSS, VBA, SAS, Equities, Piano, Violin, Thomson One Analytics, Barra Aegis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Peking University 2007 — 2008
Economics
National Taiwan University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Major in International Business; Minor in Economics
Jordan Traub Jordan Traub's JP Morgan Securities Experience November 2014 - Present
Job Client Associate at J.P. Morgan Securities
Industry
Experience
J.P. Morgan Securities November 2014 - Present
Integrated Staffing Solutions August 2014 - October 2014
Brownstone Investment Group 2012 - 2012
Skills
PowerPoint, Economics, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Research, Business Strategy, English, Teamwork, Baby Blessings
Education
College of the Holy Cross 2010 — 2014
Kent School 2006 — 2010
J.P. Morgan Securities November 2014 - Present
Integrated Staffing Solutions August 2014 - October 2014
Brownstone Investment Group 2012 - 2012
Skills
PowerPoint, Economics, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Research, Business Strategy, English, Teamwork, Baby Blessings
Education
College of the Holy Cross 2010 — 2014
Kent School 2006 — 2010
Robert H. Wootten Robert H. Wootten's JP Morgan Securities Experience 1993 - 1995
Job Financial Advisor
Industry Financial Services
Experience
Large Financial Services Firm October 2007 - Present
FormanFord Glass and Glazing Contractors 1996 - 2007
J.P. Morgan Securities 1993 - 1995
Equitable Investment Services 1989 - 1993
Bear Stearns & Co. 1983 - 1989
First National Bank and Trust Company of Oklahoma City 1979 - 1983
Skills
Retirement Planning, Wealth Management, Investments, Retirement, 401k, Asset Managment, Strategic Financial..., Fixed Annuities, Investment Advisory, Estate Planning, 401k Rollovers, Asset Allocation, Series 7, Disability Insurance, Portfolio Management, Securities
Education
University of Oklahoma 1974 — 1978
BBA, Finance & Economics
Large Financial Services Firm October 2007 - Present
FormanFord Glass and Glazing Contractors 1996 - 2007
J.P. Morgan Securities 1993 - 1995
Equitable Investment Services 1989 - 1993
Bear Stearns & Co. 1983 - 1989
First National Bank and Trust Company of Oklahoma City 1979 - 1983
Skills
Retirement Planning, Wealth Management, Investments, Retirement, 401k, Asset Managment, Strategic Financial..., Fixed Annuities, Investment Advisory, Estate Planning, 401k Rollovers, Asset Allocation, Series 7, Disability Insurance, Portfolio Management, Securities
Education
University of Oklahoma 1974 — 1978
BBA, Finance & Economics
Katya Baron Katya Baron's JP Morgan Securities Experience July 2000 - October 2002
Job Managing Director, Capital Markets at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital July 2015 - Present
Sterne Agee July 2013 - May 2015
Gleacher & Company June 2008 - April 2013
Barclays Capital September 2003 - May 2007
FGIC, GE Capital January 2003 - September 2003
J.P. Morgan Securities July 2000 - October 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Investment Banking, Securities, Securitization
Education
Mount Holyoke College 1998 — 2000
BA, International Relations
Aequitas Capital July 2015 - Present
Sterne Agee July 2013 - May 2015
Gleacher & Company June 2008 - April 2013
Barclays Capital September 2003 - May 2007
FGIC, GE Capital January 2003 - September 2003
J.P. Morgan Securities July 2000 - October 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Investment Banking, Securities, Securitization
Education
Mount Holyoke College 1998 — 2000
BA, International Relations
Carlos Tseng's JP Morgan Securities Experience August 2014 - Present
Job Financial Advisor Associate Vice President Investments at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities August 2014 - Present
JPMorgan Chase & Co. August 2011 - August 2014
Bank of America September 2010 - August 2011
Wells Fargo February 2005 - January 2009
Washington Mutual September 2001 - January 2005
Education
University of California, Berkeley 1998 — 2001
California State University-Los Angeles
Master of Business Administration (MBA), Finance, General
J.P. Morgan Securities August 2014 - Present
JPMorgan Chase & Co. August 2011 - August 2014
Bank of America September 2010 - August 2011
Wells Fargo February 2005 - January 2009
Washington Mutual September 2001 - January 2005
Education
University of California, Berkeley 1998 — 2001
California State University-Los Angeles
Master of Business Administration (MBA), Finance, General
Ameesh Davé Ameesh Davé's JP Morgan Securities Experience April 2010 - August 2014
Job Product Manager at Dish Network
Industry Marketing and Advertising
Experience
ICICI Bank March 2015 - May 2015
J.P. Morgan Securities April 2010 - August 2014
J.P. Morgan September 2009 - August 2010
J.P. Morgan August 2008 - September 2009
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.)
ICICI Bank March 2015 - May 2015
J.P. Morgan Securities April 2010 - August 2014
J.P. Morgan September 2009 - August 2010
J.P. Morgan August 2008 - September 2009
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.)
J. Peter Nolan J. Peter Nolan's JP Morgan Securities Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2015 - Present
CitySquash January 2015 - August 2015
J.P. Morgan May 2013 - December 2014
J.P. Morgan July 2011 - May 2013
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Equities, Research, Investments, Bloomberg, Valuation, Financial Analysis, Black-Scholes, Modern Portfolio Theory, Equity Derivatives, CAPM, Wealth Management, Structured Products, Investment Banking, Publishing, Fixed Income, Editorial, PowerPoint, Social Media, Hedge Funds, Derivatives, Portfolio Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Kenyon College 2007 — 2011
BA, Cum Laude in Economics, minor in History
University College London, U. of London 2010 — 2010
Economics
Montclair Kimberley Academy 2003 — 2007
Harvard Business School August 2015 - Present
CitySquash January 2015 - August 2015
J.P. Morgan May 2013 - December 2014
J.P. Morgan July 2011 - May 2013
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Equities, Research, Investments, Bloomberg, Valuation, Financial Analysis, Black-Scholes, Modern Portfolio Theory, Equity Derivatives, CAPM, Wealth Management, Structured Products, Investment Banking, Publishing, Fixed Income, Editorial, PowerPoint, Social Media, Hedge Funds, Derivatives, Portfolio Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Kenyon College 2007 — 2011
BA, Cum Laude in Economics, minor in History
University College London, U. of London 2010 — 2010
Economics
Montclair Kimberley Academy 2003 — 2007
Robert Benjamin, Jr. Robert Benjamin, Jr.'s JP Morgan Securities Experience September 2000 - December 2013
Job Breaking AwayThe Empowerment Zone, Founder
Industry Financial Services
Experience
Breaking Away-The Empowerment Zone January 2007 - Present
J.P. Morgan Securities September 2000 - December 2013
Bear Stearns 2000 - 2008
SG Cowen Securities Corporation 1998 - 2000
CIBC Oppenheimer Corporation 1995 - 1998
CS First Boston Corporation 1993 - 1995
Morgan Stanley & Co., Incorporated 1979 - 1993
Goldman Sachs & Co. Inc. 1976 - 1979
Skills
Equities, Investments, Fixed Income, Investment Management, Alternative Investments, Securities, Portfolio Management, Trading, Financial Analysis, Asset Allocation, Investment Banking, Wealth Management, Due Diligence, Derivatives, Corporate Finance, Finance, Leadership, Venture Capital, Hedge Funds, Private Equity, Risk Management, Asset Management, Structured Products, Business Development, Wealth Management..., Valuation, Credit, Capital Markets
Education
Trinity College-Hartford
BA, Religion
University of New Hampshire - Whittemore School of Business and Economics
MBA
Landmark Education
Breaking Away-The Empowerment Zone January 2007 - Present
J.P. Morgan Securities September 2000 - December 2013
Bear Stearns 2000 - 2008
SG Cowen Securities Corporation 1998 - 2000
CIBC Oppenheimer Corporation 1995 - 1998
CS First Boston Corporation 1993 - 1995
Morgan Stanley & Co., Incorporated 1979 - 1993
Goldman Sachs & Co. Inc. 1976 - 1979
Skills
Equities, Investments, Fixed Income, Investment Management, Alternative Investments, Securities, Portfolio Management, Trading, Financial Analysis, Asset Allocation, Investment Banking, Wealth Management, Due Diligence, Derivatives, Corporate Finance, Finance, Leadership, Venture Capital, Hedge Funds, Private Equity, Risk Management, Asset Management, Structured Products, Business Development, Wealth Management..., Valuation, Credit, Capital Markets
Education
Trinity College-Hartford
BA, Religion
University of New Hampshire - Whittemore School of Business and Economics
MBA
Landmark Education
Elizabeth Patalita's JP Morgan Securities Experience May 2015 - Present
Job Marketing Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities May 2015 - Present
Clemson Athletics May 2011 - 2015
The Aspire Group Inc, University of Maryland FRMC May 2014 - August 2014
Alpha Chi Omega Fraternity, Inc. January 2013 - December 2013
The Round Peg Group, LLC May 2012 - August 2013
Clemson Athletics February 2011 - July 2011
Skills
Social Networking, Microsoft Excel, Microsoft Word, Facebook, Marketing, Marketing Research, Mac OS, Budget Management, Event Planning, Social Media Marketing, Marketing Communications, Market Research, PowerPoint
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (BS), Marketing
J.P. Morgan Securities May 2015 - Present
Clemson Athletics May 2011 - 2015
The Aspire Group Inc, University of Maryland FRMC May 2014 - August 2014
Alpha Chi Omega Fraternity, Inc. January 2013 - December 2013
The Round Peg Group, LLC May 2012 - August 2013
Clemson Athletics February 2011 - July 2011
Skills
Social Networking, Microsoft Excel, Microsoft Word, Facebook, Marketing, Marketing Research, Mac OS, Budget Management, Event Planning, Social Media Marketing, Marketing Communications, Market Research, PowerPoint
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (BS), Marketing
Jesse Stubbs Jesse Stubbs's JP Morgan Securities Experience June 1999 - January 2006
Job In House Counsel at Citigroup Global Markets Inc.
Industry Banking
Experience
Citigroup Global Markets Inc June 2014 - Present
The Bank of New York Mellon June 2013 - June 2014
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. September 2012 - June 2013
Credit Suisse Securities (USA) LLC February 2011 - March 2012
Banc of America Securities (f/k/a Merrill Lynch Securities) November 2008 - February 2011
HSBC Securities (USA) Inc. April 2006 - December 2007
J.P. Morgan Securities June 1999 - January 2006
Wilkie, Farr & Gallagher, Milbank Tweed & Simpson Thatcher September 1997 - June 1999
Skills
Strategy, Valuation, Capital Markets, Structured Finance, Equities, Hedge Funds, Securities, Leveraged Finance, Derivatives, Investment Banking, Corporate Finance, Swaps, Investments, Bonds
Education
Rutgers Univesity, School of Business 1995 — 1997
M.A., Finance & Economics
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctorate, Corporate Law & Finance
Rutgers University-New Brunswick 1990 — 1994
BA, Economics & Finance
Citigroup Global Markets Inc June 2014 - Present
The Bank of New York Mellon June 2013 - June 2014
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. September 2012 - June 2013
Credit Suisse Securities (USA) LLC February 2011 - March 2012
Banc of America Securities (f/k/a Merrill Lynch Securities) November 2008 - February 2011
HSBC Securities (USA) Inc. April 2006 - December 2007
J.P. Morgan Securities June 1999 - January 2006
Wilkie, Farr & Gallagher, Milbank Tweed & Simpson Thatcher September 1997 - June 1999
Skills
Strategy, Valuation, Capital Markets, Structured Finance, Equities, Hedge Funds, Securities, Leveraged Finance, Derivatives, Investment Banking, Corporate Finance, Swaps, Investments, Bonds
Education
Rutgers Univesity, School of Business 1995 — 1997
M.A., Finance & Economics
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctorate, Corporate Law & Finance
Rutgers University-New Brunswick 1990 — 1994
BA, Economics & Finance
Sean Crowley's JP Morgan Securities Experience July 2004 - February 2006
Job Branch Manager & Loan Officer at CMG Financial
Industry Financial Services
Experience
CMG Financial October 2012 - Present
Wells Fargo Securities (Wachovia Securities) June 2007 - September 2012
CIBC World Markets March 2006 - May 2007
J.P. Morgan Securities July 2004 - February 2006
SG Cowen June 2003 - August 2003
Capgemini Ernst & Young LLC January 1999 - June 2002
The Walt Disney Company January 1995 - December 1997
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA Financing, Valuation, Corporate Finance, Financial Modeling, Investment Banking, LBO, Structured Finance, Private Placements, Debt Restructuring, Business Planning, Due Diligence, Real Estate, Equity Capital Markets, Series 7, High Yield, Credit Analysis, Acquisitions, IPO, Strategic Planning, Negotiation, Real Estate Financing, Management Consulting, Series 63, M&A execution, Cash Flow Forecasting, Strategic Partnerships, Mezzanine, M&A Modeling, Capital Markets Advisory, Development Financing, Casino Gaming, Indian Gaming, Online Casino, Lodging, Competitive Analysis, Mergers, Financial Sponsors, Revolving Lines of..., Term Loan, High Grade, Statistical Modeling, Casino, Entertainment Industry, Industrial Engineering, SEC filings
Education
Anderson School at UCLA 2002 — 2004
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology 1993 — 1998
Bachelor's degree, Industrial Engineering
Good Counsel High School - Maryland 1989 — 1993
CMG Financial October 2012 - Present
Wells Fargo Securities (Wachovia Securities) June 2007 - September 2012
CIBC World Markets March 2006 - May 2007
J.P. Morgan Securities July 2004 - February 2006
SG Cowen June 2003 - August 2003
Capgemini Ernst & Young LLC January 1999 - June 2002
The Walt Disney Company January 1995 - December 1997
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA Financing, Valuation, Corporate Finance, Financial Modeling, Investment Banking, LBO, Structured Finance, Private Placements, Debt Restructuring, Business Planning, Due Diligence, Real Estate, Equity Capital Markets, Series 7, High Yield, Credit Analysis, Acquisitions, IPO, Strategic Planning, Negotiation, Real Estate Financing, Management Consulting, Series 63, M&A execution, Cash Flow Forecasting, Strategic Partnerships, Mezzanine, M&A Modeling, Capital Markets Advisory, Development Financing, Casino Gaming, Indian Gaming, Online Casino, Lodging, Competitive Analysis, Mergers, Financial Sponsors, Revolving Lines of..., Term Loan, High Grade, Statistical Modeling, Casino, Entertainment Industry, Industrial Engineering, SEC filings
Education
Anderson School at UCLA 2002 — 2004
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology 1993 — 1998
Bachelor's degree, Industrial Engineering
Good Counsel High School - Maryland 1989 — 1993
Tag Alberding Tag Alberding's JP Morgan Securities Experience January 2005 - August 2011
Job Licensed Massage Therapist at Savor Spa
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
Savor Spa April 2014 - Present
Equinox March 2014 - Present
J.P. Morgan Securities January 2005 - August 2011
Stiletto Entertainment April 2003 - October 2005
Advantage Staffing January 1998 - January 2005
Media Group January 2001 - January 2004
Radio City October 1998 - 2003
Jason Best Agency January 2001 - January 2002
Lone Star Ballet May 1994 - October 1997
Skills
Ballet, Contemporary Dance, Jazz Dance, Microsoft Office 2007, Mac OS X, Event Management, Event Marketing, Roadshows, Event Planning, Microsoft Excel, Entertainment, PowerPoint
Education
Swedish Institute a College of Health Sciences 2012 — 2013
Associate of Science (AS), Massage Therapy/Therapeutic Massage
West Texas A&M University 1994 — 1997
Bachelor of Fine Arts, Dance
J.P. Morgan August 2011 - Present
Savor Spa April 2014 - Present
Equinox March 2014 - Present
J.P. Morgan Securities January 2005 - August 2011
Stiletto Entertainment April 2003 - October 2005
Advantage Staffing January 1998 - January 2005
Media Group January 2001 - January 2004
Radio City October 1998 - 2003
Jason Best Agency January 2001 - January 2002
Lone Star Ballet May 1994 - October 1997
Skills
Ballet, Contemporary Dance, Jazz Dance, Microsoft Office 2007, Mac OS X, Event Management, Event Marketing, Roadshows, Event Planning, Microsoft Excel, Entertainment, PowerPoint
Education
Swedish Institute a College of Health Sciences 2012 — 2013
Associate of Science (AS), Massage Therapy/Therapeutic Massage
West Texas A&M University 1994 — 1997
Bachelor of Fine Arts, Dance
Ernie Panos Ernie Panos's JP Morgan Securities Experience 1992 - 1994
Job Chief Financial Officer at Citizens Energy Corporation
Industry Banking
Experience
Citizens Energy Corporation September 2010 - Present
Hercules Technology Growth Capital November 2009 - September 2010
HighPoint Capital July 2008 - January 2009
NewStar Financial, Inc. October 2006 - April 2008
Bariston Partners September 2002 - July 2006
Wachovia Securities / First Union Securities / Bowles Hollowell Conner & Co. December 1997 - August 2002
A.G. Edwards & Sons, Inc. July 1996 - December 1997
The Chicago Corporation/ABN AMRO 1995 - 1995
J.P. Morgan Securities 1992 - 1994
Skills
Private Equity, LBO, Valuation, Investment Banking, Financial Modeling, Leveraged Finance, Mergers, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Mezzanine, Investments, Equities, Financial Analysis, Financial Structuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
Babson College 1988 — 1992
MS, Finance, Economics, Investments
Citizens Energy Corporation September 2010 - Present
Hercules Technology Growth Capital November 2009 - September 2010
HighPoint Capital July 2008 - January 2009
NewStar Financial, Inc. October 2006 - April 2008
Bariston Partners September 2002 - July 2006
Wachovia Securities / First Union Securities / Bowles Hollowell Conner & Co. December 1997 - August 2002
A.G. Edwards & Sons, Inc. July 1996 - December 1997
The Chicago Corporation/ABN AMRO 1995 - 1995
J.P. Morgan Securities 1992 - 1994
Skills
Private Equity, LBO, Valuation, Investment Banking, Financial Modeling, Leveraged Finance, Mergers, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Mezzanine, Investments, Equities, Financial Analysis, Financial Structuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
Babson College 1988 — 1992
MS, Finance, Economics, Investments
Travis Allan CFP® Travis Allan CFP®'s JP Morgan Securities Experience June 2010 - September 2015
Job Regional Investment Platform Manager California at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
J.P. Morgan Securities June 2010 - September 2015
South Valley Wealth Management January 2005 - April 2010
Bank of America January 2002 - January 2005
US Bancorp Investments/Piper Jaffray January 1998 - January 2002
Education
Florida Institute of Technology
Industrial and Organizational Psychology
BBVA Compass September 2015 - Present
J.P. Morgan Securities June 2010 - September 2015
South Valley Wealth Management January 2005 - April 2010
Bank of America January 2002 - January 2005
US Bancorp Investments/Piper Jaffray January 1998 - January 2002
Education
Florida Institute of Technology
Industrial and Organizational Psychology
Barb Eppes's JP Morgan Securities Experience September 2005 - November 2014
Job
Industry Information Technology and Services
Experience
Conti Systems Inc July 2015 - Present
JP Morgan Securities September 2005 - November 2014
Wells Fargo February 2000 - June 2005
Skills
Microsoft Office, Microsoft Excel, Research, Sales, Microsoft Word, Leadership, Training, Customer Service, Marketing, Strategic Planning, Account Management, Team Leadership, Team Building, Process Improvement, Windows, Investments, Financial Planning, Thermal Printers, Mobile Devices, Financial Analysis, Portfolio Management
Education
University of North Texas 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Boyd High School, Boyd, TX 1995 — 1999
Conti Systems Inc July 2015 - Present
JP Morgan Securities September 2005 - November 2014
Wells Fargo February 2000 - June 2005
Skills
Microsoft Office, Microsoft Excel, Research, Sales, Microsoft Word, Leadership, Training, Customer Service, Marketing, Strategic Planning, Account Management, Team Leadership, Team Building, Process Improvement, Windows, Investments, Financial Planning, Thermal Printers, Mobile Devices, Financial Analysis, Portfolio Management
Education
University of North Texas 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Boyd High School, Boyd, TX 1995 — 1999
Barry Goldenberg's JP Morgan Securities Experience December 1986 - February 1999
Job
Industry Capital Markets
Experience
ViableMkts LLC September 2015 - Present
Bridge the Gap Consulting, LLC March 2015 - Present
CodeStreet LLC August 2007 - January 2015
MarketAxess Corp March 2000 - May 2006
J.P. Morgan Securities December 1986 - February 1999
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance, Accounting
University of Rochester 1977 — 1981
BA, Economics
ViableMkts LLC September 2015 - Present
Bridge the Gap Consulting, LLC March 2015 - Present
CodeStreet LLC August 2007 - January 2015
MarketAxess Corp March 2000 - May 2006
J.P. Morgan Securities December 1986 - February 1999
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance, Accounting
University of Rochester 1977 — 1981
BA, Economics
Lee Ann Sherman's JP Morgan Securities Experience July 1998 - November 1999
Job Office Manager / Executive Assistant to CEO
Industry Executive Office
Experience
Keypath Education (formerly PlattForm) January 2015 - Present
Pearson Education (formerly EmbanetCompass) November 2011 - July 2014
John Navin & Associates, Inc. July 2010 - September 2011
Hyatt Hotels Corporation (Hyatt Center Management LLC: Hyatt Hotels Corporate Headquarters) 2004 - 2005
UBS O'Connor August 2003 - August 2004
Credit Suisse (formerly Credit Suisse First Boston) December 1999 - April 2002
J.P. Morgan Securities July 1998 - November 1999
Stifel Financial Corp. (formerly Gruntal & Associates) September 1997 - June 1998
Hilton Hotel (Magnificent Mile) April 1993 - August 1997
Skills
Team Building, CRM, Budgets, Software Documentation, Management, Recruiting, Time Management, Human Resources, Sales, Finance, Training, Leadership, Forecasting, Business Planning, Public Speaking, Customer Service, Marketing, Event Planning, Strategic Planning
Education
New Trier High School 1985 — 1989
High School, Business Education Program
Loyola University of Chicago
Studied Philosophy
Keypath Education (formerly PlattForm) January 2015 - Present
Pearson Education (formerly EmbanetCompass) November 2011 - July 2014
John Navin & Associates, Inc. July 2010 - September 2011
Hyatt Hotels Corporation (Hyatt Center Management LLC: Hyatt Hotels Corporate Headquarters) 2004 - 2005
UBS O'Connor August 2003 - August 2004
Credit Suisse (formerly Credit Suisse First Boston) December 1999 - April 2002
J.P. Morgan Securities July 1998 - November 1999
Stifel Financial Corp. (formerly Gruntal & Associates) September 1997 - June 1998
Hilton Hotel (Magnificent Mile) April 1993 - August 1997
Skills
Team Building, CRM, Budgets, Software Documentation, Management, Recruiting, Time Management, Human Resources, Sales, Finance, Training, Leadership, Forecasting, Business Planning, Public Speaking, Customer Service, Marketing, Event Planning, Strategic Planning
Education
New Trier High School 1985 — 1989
High School, Business Education Program
Loyola University of Chicago
Studied Philosophy
Rishi Jaluria Rishi Jaluria's JP Morgan Securities Experience May 2009 - August 2012
Job Equity Research Associate at JMP Securities
Industry Investment Management
Experience
JMP Securities September 2014 - Present
Amazon June 2013 - September 2013
Pacific Crest Securities May 2013 - June 2013
ICICI Bank March 2013 - April 2013
J.P. Morgan Securities May 2009 - August 2012
UBS Wealth Management July 2008 - April 2009
AT&T May 2007 - August 2007
Sensitron May 2006 - August 2006
DemandVideo, Inc. June 1999 - September 1999
Diva, Inc. June 1998 - September 1998
Skills
Financial Modeling, Investments, Portfolio Management, Equities, Analysis, Economics, Investment Management, Financial Analysis, Valuation, Emerging Markets, Capital Markets, Hedge Funds, Mutual Funds, Bloomberg, Financial Advisory, Alternative Investments, Corporate Finance, Investment Banking, Business Strategy, Equity Research, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Investments and Securities
Passed Level I of the CFA Program
Nanyang Technological University
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
B.A., Political Economy of Industrial Societies
Aragon High School 2000 — 2004
JMP Securities September 2014 - Present
Amazon June 2013 - September 2013
Pacific Crest Securities May 2013 - June 2013
ICICI Bank March 2013 - April 2013
J.P. Morgan Securities May 2009 - August 2012
UBS Wealth Management July 2008 - April 2009
AT&T May 2007 - August 2007
Sensitron May 2006 - August 2006
DemandVideo, Inc. June 1999 - September 1999
Diva, Inc. June 1998 - September 1998
Skills
Financial Modeling, Investments, Portfolio Management, Equities, Analysis, Economics, Investment Management, Financial Analysis, Valuation, Emerging Markets, Capital Markets, Hedge Funds, Mutual Funds, Bloomberg, Financial Advisory, Alternative Investments, Corporate Finance, Investment Banking, Business Strategy, Equity Research, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Investments and Securities
Passed Level I of the CFA Program
Nanyang Technological University
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
B.A., Political Economy of Industrial Societies
Aragon High School 2000 — 2004
Malik Winn's JP Morgan Securities Experience September 2012 - October 2013
Job Self Employed Consultant
Industry Management Consulting
Experience
Self Employed April 2015 - Present
E-Trade Financial Corp October 2013 - July 2015
J.P. Morgan Securities September 2012 - October 2013
Chase Investment Services/Wealth Management January 2011 - October 2012
2011Chase Financial Services/Wealth Management March 2008 - June 2011
Citibank/PERSONAL BANKER March 2007 - February 2008
Wachovia Bank 2004-2005 August 2004 - September 2005
Harrison Securities January 2001 - January 2003
Education
Suny Farmingdale 1999 — 2000
University at Buffalo 1998 — 1999
Busniess Admin
SUNY FARMINGDALE
Business Management
Self Employed April 2015 - Present
E-Trade Financial Corp October 2013 - July 2015
J.P. Morgan Securities September 2012 - October 2013
Chase Investment Services/Wealth Management January 2011 - October 2012
2011Chase Financial Services/Wealth Management March 2008 - June 2011
Citibank/PERSONAL BANKER March 2007 - February 2008
Wachovia Bank 2004-2005 August 2004 - September 2005
Harrison Securities January 2001 - January 2003
Education
Suny Farmingdale 1999 — 2000
University at Buffalo 1998 — 1999
Busniess Admin
SUNY FARMINGDALE
Business Management
Jack Sharp Jack Sharp's JP Morgan Securities Experience January 2014 - Present
Job Vice President at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities January 2014 - Present
Credit Suisse August 2001 - January 2014
Donaldson, Lufkin & Jenrette 1984 - 2001
Lehman Brothers 1980 - 1984
Skills
Series 7, Alternative Investments, Financial Analysis, Hedge Funds, Finance, Capital Markets, Asset Managment, Equities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Modeling, Private Equity, Investment Banking, Investment Advisory, Private Banking, Securities, Asset Allocation, Mutual Funds, Series 63, Financial Markets, Valuation, Investment Management, Corporate Finance, Bloomberg, Financial Structuring, Bonds, Asset Management, Strategic Financial...
Education
University of Arkansas at Fayetteville
The Walton School of Business, BSBA, Finance
J.P. Morgan Securities January 2014 - Present
Credit Suisse August 2001 - January 2014
Donaldson, Lufkin & Jenrette 1984 - 2001
Lehman Brothers 1980 - 1984
Skills
Series 7, Alternative Investments, Financial Analysis, Hedge Funds, Finance, Capital Markets, Asset Managment, Equities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Modeling, Private Equity, Investment Banking, Investment Advisory, Private Banking, Securities, Asset Allocation, Mutual Funds, Series 63, Financial Markets, Valuation, Investment Management, Corporate Finance, Bloomberg, Financial Structuring, Bonds, Asset Management, Strategic Financial...
Education
University of Arkansas at Fayetteville
The Walton School of Business, BSBA, Finance
Michele Garcia's JP Morgan Securities Experience January 2009 - December 2013
Job Sr. Associate / Executive Assistant
Industry Investment Banking
Experience
SqueakyWheel Productions, LLC May 2014 - Present
UBS Wealth Management February 2015 - June 2015
J.P. Morgan Securities January 2009 - December 2013
Credit Suisse Securities March 2001 - January 2009
Credit Suisse Foundation 2001 - 2009
A.G. Edwards & Sons January 1997 - March 2001
Skills
Series 7, Series 63, Notary Public, Equities, New Business Development, Investments, Hedge Funds, Private Equity, Portfolio Management, Sales, Fixed Income, Finance, Event Planning
Education
Napa Valley College
SqueakyWheel Productions, LLC May 2014 - Present
UBS Wealth Management February 2015 - June 2015
J.P. Morgan Securities January 2009 - December 2013
Credit Suisse Securities March 2001 - January 2009
Credit Suisse Foundation 2001 - 2009
A.G. Edwards & Sons January 1997 - March 2001
Skills
Series 7, Series 63, Notary Public, Equities, New Business Development, Investments, Hedge Funds, Private Equity, Portfolio Management, Sales, Fixed Income, Finance, Event Planning
Education
Napa Valley College
Kenny Marshall's JP Morgan Securities Experience May 2010 - March 2011
Job Second Vice President at Northern Trust Corporation
Industry Investment Banking
Experience
Northern Trust Corporation September 2013 - Present
HBR Consulting LLC December 2011 - August 2013
J.P. Morgan Securities May 2010 - March 2011
E-Commerce Ventures, Inc May 2009 - July 2009
Skills
Strategy, Business Analytics, Data Modeling, Contract Negotiation, Project Management, Mergers & Acquisitions, Valuation, Investment Banking, Finance, Equities, Analysis, Credit, Trading, Sales, Bonds, LBO, Strategic Consulting, Procurement, Program Management, Strategic Communications, Vendor Contracts, Recruiting, Private Equity
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Northern Trust Corporation September 2013 - Present
HBR Consulting LLC December 2011 - August 2013
J.P. Morgan Securities May 2010 - March 2011
E-Commerce Ventures, Inc May 2009 - July 2009
Skills
Strategy, Business Analytics, Data Modeling, Contract Negotiation, Project Management, Mergers & Acquisitions, Valuation, Investment Banking, Finance, Equities, Analysis, Credit, Trading, Sales, Bonds, LBO, Strategic Consulting, Procurement, Program Management, Strategic Communications, Vendor Contracts, Recruiting, Private Equity
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Elena Petrov, CAIA's JP Morgan Securities Experience 2006 - 2009
Job Vice President Finance at Propel(x)
Industry Financial Services
Experience
Propel(x) August 2015 - Present
Perins LLC 2014 - Present
SAP 2013 - 2014
Perella Weinberg Partners 2011 - 2012
Barclays Capital 2009 - 2011
J.P. Morgan Securities 2006 - 2009
Cap Gemini Ernst & Young 2001 - 2004
Skills
Investment Banking, Corporate Finance, Corporate Development, Management Consulting, Strategy, Financial Institutions, Private Equity, Venture Capital, Hedge Funds, Valuation, Financial Modeling, Business Process..., Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Project Management, Capital Markets, Enterprise Software, Portfolio Management, Due Diligence, Investments, Business Development, Banking, Emerging Markets, Derivatives, Restructuring, Alternative Investments, Fixed Income, Structured Finance, Asset Management, Financial Structuring, Financial Services, Business Valuation, LBO, Financial Markets, IPO, Acquisition Integration, Acquisitions, Project Finance, Equity Valuation, Business Strategy, M&A experience, ERP
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Accounting
University of Toronto
B.A.Sc., Engineering Science
The Royal Conservatory of Music
Toronto, Canada
Propel(x) August 2015 - Present
Perins LLC 2014 - Present
SAP 2013 - 2014
Perella Weinberg Partners 2011 - 2012
Barclays Capital 2009 - 2011
J.P. Morgan Securities 2006 - 2009
Cap Gemini Ernst & Young 2001 - 2004
Skills
Investment Banking, Corporate Finance, Corporate Development, Management Consulting, Strategy, Financial Institutions, Private Equity, Venture Capital, Hedge Funds, Valuation, Financial Modeling, Business Process..., Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Project Management, Capital Markets, Enterprise Software, Portfolio Management, Due Diligence, Investments, Business Development, Banking, Emerging Markets, Derivatives, Restructuring, Alternative Investments, Fixed Income, Structured Finance, Asset Management, Financial Structuring, Financial Services, Business Valuation, LBO, Financial Markets, IPO, Acquisition Integration, Acquisitions, Project Finance, Equity Valuation, Business Strategy, M&A experience, ERP
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Accounting
University of Toronto
B.A.Sc., Engineering Science
The Royal Conservatory of Music
Toronto, Canada
Christopher Aleman Christopher Aleman's JP Morgan Securities Experience March 2008 - February 2015
Job Vice President Regional DirectorNortheast
Industry Investment Management
Experience
Madison Investment Advisors March 2015 - Present
J.P. Morgan Securities March 2008 - February 2015
Bear Stearns June 2007 - March 2008
Skills
Portfolio Management, Asset Allocation
Education
Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
St. Mary's University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Double Major: Corporate Finance and Financial Services/Risk Management
Madison Investment Advisors March 2015 - Present
J.P. Morgan Securities March 2008 - February 2015
Bear Stearns June 2007 - March 2008
Skills
Portfolio Management, Asset Allocation
Education
Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
St. Mary's University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Double Major: Corporate Finance and Financial Services/Risk Management
Brian Spaner Brian Spaner's JP Morgan Securities Experience March 2008 - Present
Job Vice President J.P.Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities March 2008 - Present
Bear, Stearns & Co. February 2005 - March 2008
Wachovia Securities, LLC November 1999 - February 2005
Prudential Securities 1996 - 1999
Education
Heiden Institute 1997 — 1999
Talmudic Studies
Georgia Institute of Technology 1992 — 1994
BS INTA, International Affairs
Clarkstown High School South
J.P. Morgan Securities March 2008 - Present
Bear, Stearns & Co. February 2005 - March 2008
Wachovia Securities, LLC November 1999 - February 2005
Prudential Securities 1996 - 1999
Education
Heiden Institute 1997 — 1999
Talmudic Studies
Georgia Institute of Technology 1992 — 1994
BS INTA, International Affairs
Clarkstown High School South
Emily Kuo's JP Morgan Securities Experience October 2014 - Present
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities October 2014 - Present
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics
'Iolani School 1996 — 2009
J.P. Morgan Securities October 2014 - Present
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics
'Iolani School 1996 — 2009
Mathieu A. St.Jean Mathieu A. St.Jean's JP Morgan Securities Experience December 1998 - May 2000
Job Manager Absolute Return at CN Investment Division
Industry Investment Management
Experience
CN Investment Division March 2001 - Present
Scotia Capital October 2000 - February 2001
J.P. Morgan Securities December 1998 - May 2000
JP Morgan August 1997 - December 1998
TD Bank April 1996 - August 1997
Skills
Wealth Management, Hedge Funds, Risk Management, Entrepreneurship, ALM, Team Leadership, Portfolio Management, Asset Management, Investment Management, Bloomberg, Alternative Investments, Process Improvement, Asset Allocation, Behavioral Finance, Bonds, Fixed Income, Investments, Fund Of Funds, Equities, Investment Banking, Equity Research, Valuation, Strategy, Mutual Funds, Structured Products, Asset Managment, Capital Markets, Derivatives, Financial Analysis, Trading, Investment Strategies, Commodity, Pensions, Private Equity, Emerging Markets, Finance, FX Options, Institutional..., Strategic Thinking, Buzz Marketing, Creative Writing, Innovation Development, Financial Modeling, Management, Financial Markets, Options, Due Diligence
Education
HEC Montréal 1994 — 1996
M.Sc.
Université du Québec à Montréal 1991 — 1994
Bachelor
College de Maisonneuve 1989 — 1991
D.E.C.
College Jean-de-la-Mennais 1984 — 1989
CN Investment Division March 2001 - Present
Scotia Capital October 2000 - February 2001
J.P. Morgan Securities December 1998 - May 2000
JP Morgan August 1997 - December 1998
TD Bank April 1996 - August 1997
Skills
Wealth Management, Hedge Funds, Risk Management, Entrepreneurship, ALM, Team Leadership, Portfolio Management, Asset Management, Investment Management, Bloomberg, Alternative Investments, Process Improvement, Asset Allocation, Behavioral Finance, Bonds, Fixed Income, Investments, Fund Of Funds, Equities, Investment Banking, Equity Research, Valuation, Strategy, Mutual Funds, Structured Products, Asset Managment, Capital Markets, Derivatives, Financial Analysis, Trading, Investment Strategies, Commodity, Pensions, Private Equity, Emerging Markets, Finance, FX Options, Institutional..., Strategic Thinking, Buzz Marketing, Creative Writing, Innovation Development, Financial Modeling, Management, Financial Markets, Options, Due Diligence
Education
HEC Montréal 1994 — 1996
M.Sc.
Université du Québec à Montréal 1991 — 1994
Bachelor
College de Maisonneuve 1989 — 1991
D.E.C.
College Jean-de-la-Mennais 1984 — 1989
Adjetey Clarence Lassey Adjetey Clarence Lassey's JP Morgan Securities Experience 2011 - 2013
Job Enterprise Corporate Solutions Executive at Salesforce
Industry Internet
Experience
Salesforce November 2014 - Present
Salesforce November 2013 - November 2014
J.P. Morgan Securities 2011 - 2013
First Integrated Credit Solutions 2008 - 2009
C.E.O. Investment Group 2007 - 2008
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2012
Master in International Business
University of California, Santa Barbara
Bachelor of Arts (BA), Global Studies - the study of globalization & how the world is increasingly connected via technology
Stanford University
Materials Science and Mechanical Engineering Certification:
Salesforce November 2014 - Present
Salesforce November 2013 - November 2014
J.P. Morgan Securities 2011 - 2013
First Integrated Credit Solutions 2008 - 2009
C.E.O. Investment Group 2007 - 2008
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2012
Master in International Business
University of California, Santa Barbara
Bachelor of Arts (BA), Global Studies - the study of globalization & how the world is increasingly connected via technology
Stanford University
Materials Science and Mechanical Engineering Certification:
Jason Cancino Jason Cancino's JP Morgan Securities Experience November 2011 - November 2012
Job Financial Advisor at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch/Bank of America November 2012 - Present
J.P. Morgan Securities November 2011 - November 2012
JPMorgan Chase August 2010 - November 2011
Primerica Financial Services September 2005 - August 2010
Skills
Team Leadership, Management, Public Speaking, Winning Others Over
Education
Wharton County Junior College 2005 — 2006
General Studies
San Diego Mesa College 2002 — 2004
General Studies
Merrill Lynch/Bank of America November 2012 - Present
J.P. Morgan Securities November 2011 - November 2012
JPMorgan Chase August 2010 - November 2011
Primerica Financial Services September 2005 - August 2010
Skills
Team Leadership, Management, Public Speaking, Winning Others Over
Education
Wharton County Junior College 2005 — 2006
General Studies
San Diego Mesa College 2002 — 2004
General Studies
Anthony Pergola Anthony Pergola's JP Morgan Securities Experience June 2014 - August 2014
Job Analyst at JLT Re Capital Markets
Industry Financial Services
Experience
JLT Re - Capital Markets June 2015 - Present
Bloomberg Institute August 2013 - May 2015
J.P. Morgan Securities June 2014 - August 2014
DLA Piper June 2013 - July 2013
BelHealth Investment Partners July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Java, Outlook, VBA, Matlab
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (BS), Applied Mathematics, Electrical Engineering
Portledge High School 2002 — 2011
Bloomberg Institute, BAT Campus Ambassadors
Campus Ambassador Program
JLT Re - Capital Markets June 2015 - Present
Bloomberg Institute August 2013 - May 2015
J.P. Morgan Securities June 2014 - August 2014
DLA Piper June 2013 - July 2013
BelHealth Investment Partners July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Java, Outlook, VBA, Matlab
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (BS), Applied Mathematics, Electrical Engineering
Portledge High School 2002 — 2011
Bloomberg Institute, BAT Campus Ambassadors
Campus Ambassador Program
Jerry Stroud Jerry Stroud's JP Morgan Securities Experience 2009 - Present
Job Managing Director at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities 2009 - Present
Credit Suisse 1999 - 2009
Morgan Stanley Private Wealth 1990 - 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Portfolio Construction, Risk Management, Asset Allocation, Boutique Asset Managers, Multi-Manager Portfolios, Foundations/Endowments, Family Office Advisory
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Georgia Institute of Technology
Bachelor Degree, Engineering
J.P. Morgan Securities 2009 - Present
Credit Suisse 1999 - 2009
Morgan Stanley Private Wealth 1990 - 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Portfolio Construction, Risk Management, Asset Allocation, Boutique Asset Managers, Multi-Manager Portfolios, Foundations/Endowments, Family Office Advisory
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Georgia Institute of Technology
Bachelor Degree, Engineering
John Jack B. Kelly John Jack B. Kelly's JP Morgan Securities Experience March 2009 - Present
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities March 2009 - Present
Smith Barney February 2006 - March 2009
Legg Mason March 2003 - February 2006
Prudential Financial July 1989 - March 2003
Thomson McKinnon Securities 1968 - 1989
Skills
Portfolio Management, Wealth Management, Securities
Education
Cornell University
Bachelor's degree, Economics
J.P. Morgan Securities March 2009 - Present
Smith Barney February 2006 - March 2009
Legg Mason March 2003 - February 2006
Prudential Financial July 1989 - March 2003
Thomson McKinnon Securities 1968 - 1989
Skills
Portfolio Management, Wealth Management, Securities
Education
Cornell University
Bachelor's degree, Economics
Rosa Yi, CFA Rosa Yi, CFA's JP Morgan Securities Experience May 2007 - August 2007
Job Senior Analyst Special Situations at 1798 Global Partners
Industry Investment Management
Experience
1798 Global Partners January 2012 - Present
Longacre Fund Management July 2008 - November 2011
J.P. MORGAN SECURITIES May 2007 - August 2007
Pacific Investment Management Company (PIMCO) 2002 - 2006
Engemann Asset Management 1999 - 2002
Skills
Portfolio Management, Investments, Fixed Income, Value Investing, Structured Finance, Valuation, Leveraged Finance, Asset Management, Hedge Funds, Fundamental Research, Special Situations, Capital Markets, Equities, Corporate Development, Syndications, Alternative Investments, Financial Modeling, Equity Valuation, Emerging Markets, Equity Research
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing Program
University of California, Berkeley 1995 — 1999
BA, Economics
1798 Global Partners January 2012 - Present
Longacre Fund Management July 2008 - November 2011
J.P. MORGAN SECURITIES May 2007 - August 2007
Pacific Investment Management Company (PIMCO) 2002 - 2006
Engemann Asset Management 1999 - 2002
Skills
Portfolio Management, Investments, Fixed Income, Value Investing, Structured Finance, Valuation, Leveraged Finance, Asset Management, Hedge Funds, Fundamental Research, Special Situations, Capital Markets, Equities, Corporate Development, Syndications, Alternative Investments, Financial Modeling, Equity Valuation, Emerging Markets, Equity Research
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing Program
University of California, Berkeley 1995 — 1999
BA, Economics
Adam Bernstein Adam Bernstein's JP Morgan Securities Experience 2000 - 2004
Job
Industry Venture Capital & Private Equity
Experience
New Energy Capital Partners LLC April 2007 - Present
VantagePoint Venture Partners 2007 - 2008
FPL Energy 2006 - 2007
Goldman Sachs 2005 - 2005
J.P. Morgan Securities 2000 - 2004
GE Capital 1999 - 2000
Education
Dartmouth College - Thayer School of Engineering 2008 — 2010
MS
The Tuck School of Business at Dartmouth 2004 — 2006
Emory University 1995 — 1999
New Energy Capital Partners LLC April 2007 - Present
VantagePoint Venture Partners 2007 - 2008
FPL Energy 2006 - 2007
Goldman Sachs 2005 - 2005
J.P. Morgan Securities 2000 - 2004
GE Capital 1999 - 2000
Education
Dartmouth College - Thayer School of Engineering 2008 — 2010
MS
The Tuck School of Business at Dartmouth 2004 — 2006
Emory University 1995 — 1999
Mike Sharkey Mike Sharkey's JP Morgan Securities Experience September 2010 - January 2011
Job Hedge Fund Operations HY Credit Trading at Tudor, Pickering, Holt & Co.
Industry Investment Management
Experience
Tudor, Pickering, Holt & Co. April 2015 - Present
Dresser-Rand Company July 2014 - May 2015
Markit May 2011 - June 2014
J.P. Morgan Securities September 2010 - January 2011
Skills
Corporate FP&A, PnL, Financial Reporting, Structured Finance, MBS, Fixed Income, Credit Derivatives, CMBS, CDS, Financial Analysis
Education
Iona College 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Kellenberg Memorial High School 2003 — 2007
Tudor, Pickering, Holt & Co. April 2015 - Present
Dresser-Rand Company July 2014 - May 2015
Markit May 2011 - June 2014
J.P. Morgan Securities September 2010 - January 2011
Skills
Corporate FP&A, PnL, Financial Reporting, Structured Finance, MBS, Fixed Income, Credit Derivatives, CMBS, CDS, Financial Analysis
Education
Iona College 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Kellenberg Memorial High School 2003 — 2007
Don San Jose Don San Jose's JP Morgan Securities Experience January 2000 - December 2004
Job
Industry Investment Management
Experience
J.P. Morgan Asset Management December 2004 - Present
J.P. Morgan Securities January 2000 - December 2004
ING Barings Furman Selz 1997 - 2000
Skills
Equity Research, Asset Managment, Equities, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics
St. Joseph's High School 1985 — 1989
Chartered Financial Analyst
J.P. Morgan Asset Management December 2004 - Present
J.P. Morgan Securities January 2000 - December 2004
ING Barings Furman Selz 1997 - 2000
Skills
Equity Research, Asset Managment, Equities, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics
St. Joseph's High School 1985 — 1989
Chartered Financial Analyst
Jakub Kubrak Jakub Kubrak's JP Morgan Securities Experience May 2012 - August 2013
Job Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Fisher Investments July 2013 - March 2015
J.P. Morgan Securities May 2012 - August 2013
JPMorgan Chase August 2011 - May 2012
JPMorgan Chase May 2010 - August 2011
Deutsche Bank September 2009 - March 2010
Rockwell Securities LLC April 2009 - August 2009
KH Sanok/ Unia Oswiecim August 2008 - April 2009
Education
Johnson & Wales University 2004 — 2008
BS, Criminal Justice
Fisher Investments April 2015 - Present
Fisher Investments July 2013 - March 2015
J.P. Morgan Securities May 2012 - August 2013
JPMorgan Chase August 2011 - May 2012
JPMorgan Chase May 2010 - August 2011
Deutsche Bank September 2009 - March 2010
Rockwell Securities LLC April 2009 - August 2009
KH Sanok/ Unia Oswiecim August 2008 - April 2009
Education
Johnson & Wales University 2004 — 2008
BS, Criminal Justice
Gwen E. Kuber Gwen E. Kuber's JP Morgan Securities Experience 1991 - 1997
Job VP, Wealth Management Advisor, US Bank
Industry Investment Management
Experience
US Bank August 2006 - Present
M&I Investment Management 2000 - 2004
First Pacific Advisors 1997 - 2000
J.P. Morgan Securities 1991 - 1997
Skills
FINRA, Banking, Marketing, Mutual Funds, Credit, Financial Analysis, Fixed Income, Equities, Retirement Planning, Series 63, Investment Strategies, Sales, Investment Advisory, Cash Management, Hedge Funds
Education
MBA 1990 — 1991
MBA, Thunderbird International
Boston College 1986 — 1990
BS, Finance
Whitefish Bay High 1983 — 1986
US Bank August 2006 - Present
M&I Investment Management 2000 - 2004
First Pacific Advisors 1997 - 2000
J.P. Morgan Securities 1991 - 1997
Skills
FINRA, Banking, Marketing, Mutual Funds, Credit, Financial Analysis, Fixed Income, Equities, Retirement Planning, Series 63, Investment Strategies, Sales, Investment Advisory, Cash Management, Hedge Funds
Education
MBA 1990 — 1991
MBA, Thunderbird International
Boston College 1986 — 1990
BS, Finance
Whitefish Bay High 1983 — 1986
Brian Brocious Brian Brocious's JP Morgan Securities Experience March 2011 - Present
Job Financial Advisor at J.P. Morgan Global Wealth Management
Industry Investment Management
Experience
J.P. Morgan Securities March 2011 - Present
Hueter & Associates February 2006 - February 2011
University of Pennsylvania September 2003 - May 2005
Skills
Financial Analysis, Wealth Management, Asset Managment, Finance, Financial Markets, Asset Allocation, Risk Management, Portfolio Management, Asset Management, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Private Equity, Fixed Income, Mutual Funds, Investments, Series 7, Bloomberg, Alternative Investments, Capital Markets, Securities, Investment Strategies, Estate Planning, Bonds
Education
University of Pennsylvania
BA, Economics, History
Stanford University
Economics, Mathematics
University of California, Berkeley
Economics, History
Monte Vista High School
J.P. Morgan Securities March 2011 - Present
Hueter & Associates February 2006 - February 2011
University of Pennsylvania September 2003 - May 2005
Skills
Financial Analysis, Wealth Management, Asset Managment, Finance, Financial Markets, Asset Allocation, Risk Management, Portfolio Management, Asset Management, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Private Equity, Fixed Income, Mutual Funds, Investments, Series 7, Bloomberg, Alternative Investments, Capital Markets, Securities, Investment Strategies, Estate Planning, Bonds
Education
University of Pennsylvania
BA, Economics, History
Stanford University
Economics, Mathematics
University of California, Berkeley
Economics, History
Monte Vista High School
Brian James's JP Morgan Securities Experience July 2006 - May 2009
Job Vice President at H.I.G. Capital
Industry Financial Services
Experience
H.I.G. Capital August 2014 - Present
The First Tee of Chicago 2009 - June 2014
First Capital Partners, LLC June 2013 - August 2013
Archi-treasures January 2010 - August 2012
CIVC Partners June 2009 - August 2012
J.P. Morgan Securities July 2006 - May 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Investments, M&A experience, Capital Markets, Leveraged Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
H.I.G. Capital August 2014 - Present
The First Tee of Chicago 2009 - June 2014
First Capital Partners, LLC June 2013 - August 2013
Archi-treasures January 2010 - August 2012
CIVC Partners June 2009 - August 2012
J.P. Morgan Securities July 2006 - May 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Investments, M&A experience, Capital Markets, Leveraged Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Erin Greig's JP Morgan Securities Experience June 2010 - August 2012
Job Partner Marketing Manager at Chef'd
Industry Marketing and Advertising
Experience
Chef'd February 2015 - Present
Scripps Networks Interactive Inc. - Travel Channel & Great American Country May 2014 - February 2015
Scripps Networks Interactive Inc. - Food Network & Cooking Channel August 2012 - May 2014
J.P. Morgan Securities June 2010 - August 2012
Northwestern Mutual Financial Services May 2009 - December 2009
Skills
Marketing, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Social Networking, Sales, Social Media Marketing, Market Research, Advertising
Education
University of San Diego 2006 — 2010
Bachelors, Business Administration
Chef'd February 2015 - Present
Scripps Networks Interactive Inc. - Travel Channel & Great American Country May 2014 - February 2015
Scripps Networks Interactive Inc. - Food Network & Cooking Channel August 2012 - May 2014
J.P. Morgan Securities June 2010 - August 2012
Northwestern Mutual Financial Services May 2009 - December 2009
Skills
Marketing, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Social Networking, Sales, Social Media Marketing, Market Research, Advertising
Education
University of San Diego 2006 — 2010
Bachelors, Business Administration
Alex Young's JP Morgan Securities Experience June 2002 - September 2002
Job
Industry Consumer Goods
Experience
Nike January 2014 - Present
Nike December 2011 - December 2013
Nike November 2009 - December 2011
Netflix February 2007 - November 2009
The Boston Consulting Group August 2003 - February 2007
J.P. Morgan Securities June 2002 - September 2002
The Walt Disney Company August 1998 - May 2001
Walt Disney Company January 2000 - January 2001
Skills
Strategy, Strategic Planning, Start-ups, Mergers, Mergers, Management, Leadership, Forecasting, Finance, Competitive Analysis, Business Strategy, Business Planning, Business Development, Analytics, Analysis
Education
Harvard Business School 2001 — 2003
MBA
Stanford University 1994 — 1998
BS
Nike January 2014 - Present
Nike December 2011 - December 2013
Nike November 2009 - December 2011
Netflix February 2007 - November 2009
The Boston Consulting Group August 2003 - February 2007
J.P. Morgan Securities June 2002 - September 2002
The Walt Disney Company August 1998 - May 2001
Walt Disney Company January 2000 - January 2001
Skills
Strategy, Strategic Planning, Start-ups, Mergers, Mergers, Management, Leadership, Forecasting, Finance, Competitive Analysis, Business Strategy, Business Planning, Business Development, Analytics, Analysis
Education
Harvard Business School 2001 — 2003
MBA
Stanford University 1994 — 1998
BS
William Ahmann's JP Morgan Securities Experience August 2014 - Present
Job Client Associate at J.P. Morgan Securities LLC
Industry Banking
Experience
J.P. Morgan Securities August 2014 - Present
J.P. Morgan Securities February 2012 - August 2014
JPMorgan Chase July 2011 - August 2014
Holland & Knight LLP June 2005 - November 2008
Holland & Knight, LLP July 2003 - August 2004
DePaul University June 2002 - June 2003
OfficeMax June 2000 - April 2001
Ipsos June 1998 - January 2000
Education
DePaul University 2001 — 2003
B.S.C., Finance and Economics
College of DuPage 1999 — 2001
Associates of Science
J.P. Morgan Securities August 2014 - Present
J.P. Morgan Securities February 2012 - August 2014
JPMorgan Chase July 2011 - August 2014
Holland & Knight LLP June 2005 - November 2008
Holland & Knight, LLP July 2003 - August 2004
DePaul University June 2002 - June 2003
OfficeMax June 2000 - April 2001
Ipsos June 1998 - January 2000
Education
DePaul University 2001 — 2003
B.S.C., Finance and Economics
College of DuPage 1999 — 2001
Associates of Science
Sucharita Dasa's JP Morgan Securities Experience February 2012 - August 2012
Job Director, Barclays Investment Bank, Industrials
Industry Investment Banking
Experience
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank October 2013 - Present
J.P.Morgan Cazenove September 2012 - October 2013
J.P. Morgan Securities February 2012 - August 2012
J.P. Morgan June 2008 - February 2012
JPMorgan May 2007 - August 2007
Ignite Venture Partners May 2006 - October 2006
Tower Automotive April 2000 - October 2005
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, DCF, Capital Markets, Private Equity, M&A experience, Financial Analysis, Equities, LBO, Equity Research, Due Diligence, Project Finance, Finance, Fixed Income, Venture Capital, Portfolio Management, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
Bangalore University
Bachelor of Science
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank October 2013 - Present
J.P.Morgan Cazenove September 2012 - October 2013
J.P. Morgan Securities February 2012 - August 2012
J.P. Morgan June 2008 - February 2012
JPMorgan May 2007 - August 2007
Ignite Venture Partners May 2006 - October 2006
Tower Automotive April 2000 - October 2005
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, DCF, Capital Markets, Private Equity, M&A experience, Financial Analysis, Equities, LBO, Equity Research, Due Diligence, Project Finance, Finance, Fixed Income, Venture Capital, Portfolio Management, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
Bangalore University
Bachelor of Science
David A Saenz's JP Morgan Securities Experience September 1998 - September 1999
Job Finance Manager at Enterprise Community Investment
Industry Financial Services
Experience
Enterprise Community Investment, Inc. September 2006 - Present
U.S. Foodservice February 2005 - September 2006
Hiland Group, Inc. August 2001 - January 2005
Thomas Weisel Partners September 1999 - July 2001
J.P. Morgan Securities September 1998 - September 1999
Skills
Financial Planning, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Investor Relations, Valuation, Mergers, Company Acquisitions, Capital Raises, Business Operations..., Business Strategy, Strategic Planning, Distribution, Supply Chain, Real Estate, Mergers & Acquisitions, Analysis, Strategic Financial..., Operations Management, Investment Banking, Capital, Finance, Asset Management, Investments, Management, Public Speaking
Education
Loyola University Maryland 2009 — 2012
MBA
University of California, Los Angeles 1994 — 1998
BA
Loyola High School, Los Angeles 1990 — 1994
Enterprise Community Investment, Inc. September 2006 - Present
U.S. Foodservice February 2005 - September 2006
Hiland Group, Inc. August 2001 - January 2005
Thomas Weisel Partners September 1999 - July 2001
J.P. Morgan Securities September 1998 - September 1999
Skills
Financial Planning, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Investor Relations, Valuation, Mergers, Company Acquisitions, Capital Raises, Business Operations..., Business Strategy, Strategic Planning, Distribution, Supply Chain, Real Estate, Mergers & Acquisitions, Analysis, Strategic Financial..., Operations Management, Investment Banking, Capital, Finance, Asset Management, Investments, Management, Public Speaking
Education
Loyola University Maryland 2009 — 2012
MBA
University of California, Los Angeles 1994 — 1998
BA
Loyola High School, Los Angeles 1990 — 1994
Hani Zabaneh, CPA CGMA's JP Morgan Securities Experience August 2010 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan Securities August 2010 - Present
StoneRidge Advisors August 2008 - August 2010
J.P. Morgan Securities 2007 - May 2008
KPMG LLP November 2003 - September 2005
Crowe Chizek 2001 - 2003
Skills
Accounting, Mergers, Acquisitions, Financial Modeling, Financial Advisory, Strategic Thinking, C-Level Presentations, Due Diligence, Client Development, Thought Leadership, Critical Thinking, Capital Markets, Capital Structure, Valuation, Investment Banking, Mergers & Acquisitions, Finance, Strategy, Financial Analysis, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Indiana University - Kelley School of Business 1997 — 2001
BS, Accounting & Finance
J.P. Morgan Securities August 2010 - Present
StoneRidge Advisors August 2008 - August 2010
J.P. Morgan Securities 2007 - May 2008
KPMG LLP November 2003 - September 2005
Crowe Chizek 2001 - 2003
Skills
Accounting, Mergers, Acquisitions, Financial Modeling, Financial Advisory, Strategic Thinking, C-Level Presentations, Due Diligence, Client Development, Thought Leadership, Critical Thinking, Capital Markets, Capital Structure, Valuation, Investment Banking, Mergers & Acquisitions, Finance, Strategy, Financial Analysis, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Indiana University - Kelley School of Business 1997 — 2001
BS, Accounting & Finance
Heather Lewis Sebring's JP Morgan Securities Experience 1993 - 1996
Job Chief Marketing Officer
Industry Management Consulting
Experience
Brand Matter, Inc. January 2015 - Present
Waterkeeper Alliance 2008 - 2013
Charles Schwab 2003 - 2009
Gap Inc. 2000 - 2002
Gap Inc. 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Leadership, Content Development, Content Marketing, Digital Marketing, Writing, Editorial Direction, Editing, Marketing, Product Marketing, Internal Communications, Brand Management, Customer Service, Email Marketing, Training, Strategy, Direct Marketing, Management, Budgets, Team Building
Education
Tulane University 1988 — 1992
Bachelor of Science (B.S.)
J.P. Morgan Analyst Training Program 1994 — 1996
Gap, Inc. Retail Management Training Program 1996 — 1997
Brand Matter, Inc. January 2015 - Present
Waterkeeper Alliance 2008 - 2013
Charles Schwab 2003 - 2009
Gap Inc. 2000 - 2002
Gap Inc. 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Leadership, Content Development, Content Marketing, Digital Marketing, Writing, Editorial Direction, Editing, Marketing, Product Marketing, Internal Communications, Brand Management, Customer Service, Email Marketing, Training, Strategy, Direct Marketing, Management, Budgets, Team Building
Education
Tulane University 1988 — 1992
Bachelor of Science (B.S.)
J.P. Morgan Analyst Training Program 1994 — 1996
Gap, Inc. Retail Management Training Program 1996 — 1997
Teddy Collins's JP Morgan Securities Experience July 2008 - May 2009
Job Product Planner at Apple
Industry Consumer Electronics
Experience
Apple March 2015 - Present
Pocket Gems March 2014 - March 2015
Perella Weinberg Partners August 2011 - March 2014
Perella Weinberg Partners December 2009 - August 2011
J.P. Morgan Securities July 2008 - May 2009
Stanford Graduate School of Business January 2007 - June 2008
JPMorgan June 2007 - August 2007
Stanford University Varsity Golf Team August 2004 - January 2007
Education
Stanford University 2004 — 2008
BA
University of Oxford 2007 — 2007
Apple March 2015 - Present
Pocket Gems March 2014 - March 2015
Perella Weinberg Partners August 2011 - March 2014
Perella Weinberg Partners December 2009 - August 2011
J.P. Morgan Securities July 2008 - May 2009
Stanford Graduate School of Business January 2007 - June 2008
JPMorgan June 2007 - August 2007
Stanford University Varsity Golf Team August 2004 - January 2007
Education
Stanford University 2004 — 2008
BA
University of Oxford 2007 — 2007
Vasu Vanam's JP Morgan Securities Experience November 1997 - October 1998
Job Vice President, Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo October 2004 - Present
Wells Fargo October 2004 - August 2009
Wells Fargo Bank Services March 2001 - October 2004
Accenture November 1998 - February 2001
SureWest Communications 1998 - 2001
JP Morgan Securities November 1997 - October 1998
J.P. Morgan Securities November 1997 - October 1998
CIRTS for General Electric Company June 1997 - October 1997
Skills
SDLC, Technology Management, Release Management, PowerBuilder, Software Quality..., Oracle PL/SQL..., ClearCase, Subversion, Unix Shell Scripting, Unix, Quality Assurance, Software Development, Requirements Analysis, Java Enterprise Edition, Oracle, Microsoft SQL Server, Integration, Websphere, PL/SQL, Requirements Gathering, Perl, Testing, Java, Sybase, User Acceptance Testing, PMO, Test Planning, SOA, Data Warehousing, Waterfall, Agile Methodologies, Architectures, Management, Software Project..., Vendor Management
Education
Osmania University 1991 — 1994
MCA, Computer Science
Kakatiya University 1990 — 1991
B.Ed, Education
Kakatiya University 1987 — 1990
B.Sc, Maths, Physics, Chemistry
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo October 2004 - Present
Wells Fargo October 2004 - August 2009
Wells Fargo Bank Services March 2001 - October 2004
Accenture November 1998 - February 2001
SureWest Communications 1998 - 2001
JP Morgan Securities November 1997 - October 1998
J.P. Morgan Securities November 1997 - October 1998
CIRTS for General Electric Company June 1997 - October 1997
Skills
SDLC, Technology Management, Release Management, PowerBuilder, Software Quality..., Oracle PL/SQL..., ClearCase, Subversion, Unix Shell Scripting, Unix, Quality Assurance, Software Development, Requirements Analysis, Java Enterprise Edition, Oracle, Microsoft SQL Server, Integration, Websphere, PL/SQL, Requirements Gathering, Perl, Testing, Java, Sybase, User Acceptance Testing, PMO, Test Planning, SOA, Data Warehousing, Waterfall, Agile Methodologies, Architectures, Management, Software Project..., Vendor Management
Education
Osmania University 1991 — 1994
MCA, Computer Science
Kakatiya University 1990 — 1991
B.Ed, Education
Kakatiya University 1987 — 1990
B.Sc, Maths, Physics, Chemistry
Matt Kelley's JP Morgan Securities Experience 2001 - 2002
Job Chief Financial Officer at creative werks, llc
Industry Consumer Goods
Experience
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
Scott Musch's JP Morgan Securities Experience July 1998 - May 2005
Job Vice President Corporate Development
Industry Hospital & Health Care
Experience
Cambia Health Solutions April 2015 - Present
Camp Fire Columbia April 2014 - Present
GNS Healthcare May 2012 - Present
Cambia Health Solutions October 2013 - April 2015
Cambia Health Solutions April 2011 - September 2013
MedLink International May 2009 - December 2009
Shattuck Hammond Partners (Division of Morgan Keegan & Co.) July 2005 - December 2008
J.P. Morgan Securities July 1998 - May 2005
NatWest Markets June 1993 - August 1996
American International Group July 1991 - June 1993
Skills
Lean Six Sigma..., Mergers, Venture Capital, Business Strategy, Financial Analysis, Due Diligence
Education
Central Michigan University 2009 — 2016
DHA, Doctor of Health Administration
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA, Management
国際大学 / International University of Japan
International Business
University of Pennsylvania 1987 — 1991
B.A., Economics, Japanese
University of Pennsylvania - The Wharton School 1987 — 1991
B.S., Finance
Cambia Health Solutions April 2015 - Present
Camp Fire Columbia April 2014 - Present
GNS Healthcare May 2012 - Present
Cambia Health Solutions October 2013 - April 2015
Cambia Health Solutions April 2011 - September 2013
MedLink International May 2009 - December 2009
Shattuck Hammond Partners (Division of Morgan Keegan & Co.) July 2005 - December 2008
J.P. Morgan Securities July 1998 - May 2005
NatWest Markets June 1993 - August 1996
American International Group July 1991 - June 1993
Skills
Lean Six Sigma..., Mergers, Venture Capital, Business Strategy, Financial Analysis, Due Diligence
Education
Central Michigan University 2009 — 2016
DHA, Doctor of Health Administration
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA, Management
国際大学 / International University of Japan
International Business
University of Pennsylvania 1987 — 1991
B.A., Economics, Japanese
University of Pennsylvania - The Wharton School 1987 — 1991
B.S., Finance
Anthony Bero's JP Morgan Securities Experience October 2013 - Present
Job Vice President at J.P. Morgan Securities
Industry Banking
Experience
JP Morgan Securities October 2013 - Present
J.P. Morgan Securities March 2010 - October 2013
JP Morgan Securities November 2004 - February 2010
JPMorgan Chase August 2003 - November 2004
Skills
Asset Management, Financial Analysis, Securitization, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Fixed Income, Management, ABS, Banking, Finance, Investments, Financial Risk, Loans, Securities, Credit, Analysis, Portfolio Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Utah - David Eccles School of Business 2000 — 2002
Finance, Finance
JP Morgan Securities October 2013 - Present
J.P. Morgan Securities March 2010 - October 2013
JP Morgan Securities November 2004 - February 2010
JPMorgan Chase August 2003 - November 2004
Skills
Asset Management, Financial Analysis, Securitization, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Fixed Income, Management, ABS, Banking, Finance, Investments, Financial Risk, Loans, Securities, Credit, Analysis, Portfolio Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Utah - David Eccles School of Business 2000 — 2002
Finance, Finance
Humberto Garcia-Salas, CFA's JP Morgan Securities Experience June 2006 - August 2006
Job Director at UBS
Industry Investment Banking
Experience
UBS June 2010 - Present
Berenson & Company September 2008 - June 2010
JPMorgan Securities July 2007 - July 2008
J.P. Morgan Securities June 2006 - August 2006
BearingPoint 2000 - 2005
Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Southern Methodist University
BBA and BA, Finance, Economics and MIS
UBS June 2010 - Present
Berenson & Company September 2008 - June 2010
JPMorgan Securities July 2007 - July 2008
J.P. Morgan Securities June 2006 - August 2006
BearingPoint 2000 - 2005
Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Southern Methodist University
BBA and BA, Finance, Economics and MIS
Jason Bunin's JP Morgan Securities Experience January 2015 - Present
Job Executive Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities January 2015 - Present
JP Morgan March 2008 - January 2015
Bear Stearns January 1996 - April 2008
Bear, Stearns & Co. Inc. January 1996 - September 1998
Skills
Series 7, 24, 55 and 63..., Training, New Business Development, Management, Leadership, Relationship Management, Series 7, Process Improvement, Operations Management, Risk Management, Asset Management, Equities, Finance, Financial Services, Hedge Funds, Investment Banking, Public Relations, Recruiting, Strategic Planning, Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Executive MBA, Business Administration and Management
Towson University 1991 — 1995
BS, Psychology, Political Science
J.P. Morgan Securities January 2015 - Present
JP Morgan March 2008 - January 2015
Bear Stearns January 1996 - April 2008
Bear, Stearns & Co. Inc. January 1996 - September 1998
Skills
Series 7, 24, 55 and 63..., Training, New Business Development, Management, Leadership, Relationship Management, Series 7, Process Improvement, Operations Management, Risk Management, Asset Management, Equities, Finance, Financial Services, Hedge Funds, Investment Banking, Public Relations, Recruiting, Strategic Planning, Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Executive MBA, Business Administration and Management
Towson University 1991 — 1995
BS, Psychology, Political Science
John G. Murphy's JP Morgan Securities Experience August 2000 - October 2002
Job Social Studies Teacher at Ramapo High School
Industry Financial Services
Experience
Ramapo High School September 2011 - Present
Karson Partners LLC August 2008 - October 2011
CJM Securities Inc. November 2002 - June 2007
Member NYSE-Euronext 1992 - 2007
J.P. Morgan Securities August 2000 - October 2002
Skills
Equities
Education
Saint Bonaventure University 1978 — 1982
Ramapo High School September 2011 - Present
Karson Partners LLC August 2008 - October 2011
CJM Securities Inc. November 2002 - June 2007
Member NYSE-Euronext 1992 - 2007
J.P. Morgan Securities August 2000 - October 2002
Skills
Equities
Education
Saint Bonaventure University 1978 — 1982
Ajinkya Khedekar's JP Morgan Securities Experience September 2005 - September 2008
Job
Industry Investment Banking
Experience
Nomura August 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan August 2012 - March 2014
J.P. Morgan Chase June 2011 - December 2011
Zicklin School Of Business February 2011 - June 2011
SICCA at the Zicklin School Of Business January 2011 - January 2011
Zicklin School Of Business October 2010 - December 2010
Richfeel Health Pvt. Ltd. May 2009 - July 2010
Sailee Developers September 2008 - May 2009
J.P. Morgan Securities September 2005 - September 2008
Skills
Equity Valuation, Advanced Microsoft Excel, Financial Modeling and..., Bloomberg, Factset, Factiva, Pricing Strategy, Analysis, Microsoft Excel, Business Strategy, Regulatory Reform, Financial Risk..., Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Derivatives, Strategic Financial..., Equities, Capital Markets, Forecasting, Portfolio Management, Business Analysis, Investment Banking, Finance, Strategy, Equity Research, Data Analysis, Corporate Finance, Valuation, Banking, Emerging Markets, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, GPA: 3.7
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor's Degree, Electronics And Telecommunications Engineering, GPA: 3.7
Nomura August 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan August 2012 - March 2014
J.P. Morgan Chase June 2011 - December 2011
Zicklin School Of Business February 2011 - June 2011
SICCA at the Zicklin School Of Business January 2011 - January 2011
Zicklin School Of Business October 2010 - December 2010
Richfeel Health Pvt. Ltd. May 2009 - July 2010
Sailee Developers September 2008 - May 2009
J.P. Morgan Securities September 2005 - September 2008
Skills
Equity Valuation, Advanced Microsoft Excel, Financial Modeling and..., Bloomberg, Factset, Factiva, Pricing Strategy, Analysis, Microsoft Excel, Business Strategy, Regulatory Reform, Financial Risk..., Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Derivatives, Strategic Financial..., Equities, Capital Markets, Forecasting, Portfolio Management, Business Analysis, Investment Banking, Finance, Strategy, Equity Research, Data Analysis, Corporate Finance, Valuation, Banking, Emerging Markets, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, GPA: 3.7
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor's Degree, Electronics And Telecommunications Engineering, GPA: 3.7
Gamal Kareem's JP Morgan Securities Experience March 2011 - February 2013
Job Advisor
Industry Investment Banking
Experience
Northwestern Mutual February 2014 - Present
J.P. Morgan securities March 2011 - February 2013
New Greenwich Capital February 2010 - March 2011
New Greenwich Capital February 2010 - March 2011
Avalon Partners March 2008 - March 2010
Skills
Start-ups, Business Planning, Investments, Finance, Equities, Financial Analysis, Portfolio Management, Series 7, Fixed Income, Financial Modeling, Valuation, Securities, Series 63, Investment Banking, Asset Allocation, Alternative Investments, Mutual Funds, Derivatives, Asset Management, Capital Markets, Investment Management, Equity Research, Microsoft Excel, Bonds, Trading Systems, Uniform Combined State..., Corporate Finance, LBO, Private Placements, Trading, Wealth Management, Asset Managment, Financial Advisory
Education
University of London 1990 — 1993
BA Accounts &Finance, Finance
college school
international school
international school
international school
Northwestern Mutual February 2014 - Present
J.P. Morgan securities March 2011 - February 2013
New Greenwich Capital February 2010 - March 2011
New Greenwich Capital February 2010 - March 2011
Avalon Partners March 2008 - March 2010
Skills
Start-ups, Business Planning, Investments, Finance, Equities, Financial Analysis, Portfolio Management, Series 7, Fixed Income, Financial Modeling, Valuation, Securities, Series 63, Investment Banking, Asset Allocation, Alternative Investments, Mutual Funds, Derivatives, Asset Management, Capital Markets, Investment Management, Equity Research, Microsoft Excel, Bonds, Trading Systems, Uniform Combined State..., Corporate Finance, LBO, Private Placements, Trading, Wealth Management, Asset Managment, Financial Advisory
Education
University of London 1990 — 1993
BA Accounts &Finance, Finance
college school
international school
international school
international school
John Fiore's JP Morgan Securities Experience 1995 - Present
Job Managing Director at J.P. Morgan Securities
Industry Investment Banking
Experience
J.P. Morgan Securities 1995 - Present
Bank One - successor to The First National Bank of Chicago 1995 - 2003
Education
The University of Chicago Booth School of Business 1997 — 2000
MBA, Finance and Accounting
University of St. Andrews 1994 — 1995
M.Litt, Ancient History
University of Notre Dame 1990 — 1994
BA, History; Great Books Program
J.P. Morgan Securities 1995 - Present
Bank One - successor to The First National Bank of Chicago 1995 - 2003
Education
The University of Chicago Booth School of Business 1997 — 2000
MBA, Finance and Accounting
University of St. Andrews 1994 — 1995
M.Litt, Ancient History
University of Notre Dame 1990 — 1994
BA, History; Great Books Program
S. Colin Anthony's JP Morgan Securities Experience October 2009 - March 2011
Job Associate Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2014 - Present
RBC Capital Markets March 2011 - Present
J.P. Morgan Securities October 2009 - March 2011
Legend Merchant Group January 2009 - April 2009
Advanced Equities August 2007 - November 2008
Legend Merchant Group February 2007 - August 2007
HiFX July 2006 - January 2007
Skills
Series 7, Series 63, Series 65, Series 55, Asset Management, Mergers & Acquisitions, Wealth Management..., Alternative Investments, Securities, Options, Hedge Funds, Bloomberg, Asset Allocation, Wealth Management, Equity Research, Mutual Funds, Brokerage, Valuation, Strategic Financial..., Financial Services, Stocks, Technical Analysis, High Net Worth..., Relationship Management
Education
University of Oregon 2002 — 2006
BS, Economics, Business
Napier University 2005 — 2006
European Economics
RBC Capital Markets March 2014 - Present
RBC Capital Markets March 2011 - Present
J.P. Morgan Securities October 2009 - March 2011
Legend Merchant Group January 2009 - April 2009
Advanced Equities August 2007 - November 2008
Legend Merchant Group February 2007 - August 2007
HiFX July 2006 - January 2007
Skills
Series 7, Series 63, Series 65, Series 55, Asset Management, Mergers & Acquisitions, Wealth Management..., Alternative Investments, Securities, Options, Hedge Funds, Bloomberg, Asset Allocation, Wealth Management, Equity Research, Mutual Funds, Brokerage, Valuation, Strategic Financial..., Financial Services, Stocks, Technical Analysis, High Net Worth..., Relationship Management
Education
University of Oregon 2002 — 2006
BS, Economics, Business
Napier University 2005 — 2006
European Economics
Richard Thayer's JP Morgan Securities Experience 2001 - 2005
Job at RR Thayer & Co. LLC
Industry Financial Services
Experience
RR Thayer & Co. LLC 2006 - Present
Hilite International 2010 - 2011
Mesa Air Group 2006 - 2011
Philadelphia Media Holdings LLC 2006 - 2010
JP Morgan Securities 2001 - 2005
Chase Securities 1996 - 2000
Chemical Securities 1992 - 1995
Manufacturers Hanover Trust 1991 - 1991
Manufacturers Hanover Trust 1987 - 1991
Manufacturers Hanover Trust 1986 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BSc, Finance, Marketing
Harrow School, Harrow-on-the-Hill, England 1970 — 1974
'A' Level, Applied Math, Pure Math, Physics
RR Thayer & Co. LLC 2006 - Present
Hilite International 2010 - 2011
Mesa Air Group 2006 - 2011
Philadelphia Media Holdings LLC 2006 - 2010
JP Morgan Securities 2001 - 2005
Chase Securities 1996 - 2000
Chemical Securities 1992 - 1995
Manufacturers Hanover Trust 1991 - 1991
Manufacturers Hanover Trust 1987 - 1991
Manufacturers Hanover Trust 1986 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BSc, Finance, Marketing
Harrow School, Harrow-on-the-Hill, England 1970 — 1974
'A' Level, Applied Math, Pure Math, Physics
Corey Coward's JP Morgan Securities Experience 2000 - 2002
Job Investment Banking: Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2010 - Present
Ginnie Mae October 2002 - June 2008
J.P. Morgan Securities 2000 - 2002
Deutsche Bank Securities September 1999 - 1999
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Morehouse College 1996 — 2000
BA, Finance
Gonzaga H.S.
Wells Fargo Securities June 2010 - Present
Ginnie Mae October 2002 - June 2008
J.P. Morgan Securities 2000 - 2002
Deutsche Bank Securities September 1999 - 1999
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Morehouse College 1996 — 2000
BA, Finance
Gonzaga H.S.
Jared Champlin's JP Morgan Securities Experience January 2010 - February 2012
Job Vice President at Corporation for Interest Rate Management, and CoFounder of Roaring Fork Energy Partners
Industry Capital Markets
Experience
The Corporation for Interest Rate Management February 2012 - Present
Roaring Fork Energy Partners October 2014 - Present
J.P. Morgan Securities January 2010 - February 2012
ID3 Partners, LLC March 2008 - December 2009
Johnson Capital March 2008 - August 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Bloomberg, Asset Managment, Finance, Fixed Income, Portfolio Management, Derivatives, DCF, Economics, Securities, Mergers & Acquisitions, Equity Research, Financial Markets, Asset Management, Options, Alternative Investments, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2009
Finance
The Corporation for Interest Rate Management February 2012 - Present
Roaring Fork Energy Partners October 2014 - Present
J.P. Morgan Securities January 2010 - February 2012
ID3 Partners, LLC March 2008 - December 2009
Johnson Capital March 2008 - August 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Bloomberg, Asset Managment, Finance, Fixed Income, Portfolio Management, Derivatives, DCF, Economics, Securities, Mergers & Acquisitions, Equity Research, Financial Markets, Asset Management, Options, Alternative Investments, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2009
Finance
Suhasini Cetlur's JP Morgan Securities Experience February 2008 - June 2009
Job Vice President Equity Capital Markets at J.P. Morgan Securities
Industry Banking
Experience
J.P. Morgan Securities Inc. 2009 - Present
J.P. Morgan Securities February 2008 - June 2009
ABN AMRO 2004 - 2004
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Equity Research, Corporate Finance, Mergers & Acquisitions
Education
Symbiosis International University
J.P. Morgan Securities Inc. 2009 - Present
J.P. Morgan Securities February 2008 - June 2009
ABN AMRO 2004 - 2004
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Equity Research, Corporate Finance, Mergers & Acquisitions
Education
Symbiosis International University
Timothy Burnett's JP Morgan Securities Experience February 1997 - August 2008
Job Financial Analyst Consultant at Royal Bank of Scotland
Industry Financial Services
Experience
ING January 2015 - Present
Royal Bank of Scotland April 2011 - November 2014
National Financial Services July 2010 - April 2011
FINRA August 2008 - June 2009
J.P. Morgan Securities February 1997 - August 2008
Smith Barney August 1993 - February 1997
Skills
Equities, Fixed Income, Repo/Reverse repo..., ALDOP Reconciliation, Derivatives, Finance, Analysis
Education
Hunter College
BA, Economics
Mercy College
MS, Financial Securities
ING January 2015 - Present
Royal Bank of Scotland April 2011 - November 2014
National Financial Services July 2010 - April 2011
FINRA August 2008 - June 2009
J.P. Morgan Securities February 1997 - August 2008
Smith Barney August 1993 - February 1997
Skills
Equities, Fixed Income, Repo/Reverse repo..., ALDOP Reconciliation, Derivatives, Finance, Analysis
Education
Hunter College
BA, Economics
Mercy College
MS, Financial Securities
Michael Yon's JP Morgan Securities Experience 1980 - 2004
Job at Groton Partners
Industry Financial Services
Experience
Groton Partners 2008 - Present
Fortis 2006 - 2007
J.P. Morgan Securities 1980 - 2004
JPMorgan (previously Chase, Chemical, Manufacturers Hanover) 1980 - 2004
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
University of Delaware 1973 — 1976
BME; BEA, Mechanical Engineering
Groton Partners 2008 - Present
Fortis 2006 - 2007
J.P. Morgan Securities 1980 - 2004
JPMorgan (previously Chase, Chemical, Manufacturers Hanover) 1980 - 2004
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
University of Delaware 1973 — 1976
BME; BEA, Mechanical Engineering
Fernando del Campo's JP Morgan Securities Experience September 2010 - November 2010
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2012 - June 2014
Credit Suisse January 2011 - September 2012
J.P. Morgan Securities September 2010 - November 2010
APOYO Consultoria July 2010 - August 2010
Education
Emory University - Goizueta Business School 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Strategy
Credit Suisse September 2012 - June 2014
Credit Suisse January 2011 - September 2012
J.P. Morgan Securities September 2010 - November 2010
APOYO Consultoria July 2010 - August 2010
Education
Emory University - Goizueta Business School 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Strategy
Elpidio Parra's JP Morgan Securities Experience December 2008 - Present
Job Analyst
Industry Financial Services
Experience
J.P. Morgan Securities December 2008 - Present
Bear Stearns & Co., a J.P. Morgan Co. March 1998 - December 2008
Bear Stearns Asset Management 1998 - 2008
Education
Stony Brook University 1985 — 1993
Stony Brook University 1982 — 1986
J.P. Morgan Securities December 2008 - Present
Bear Stearns & Co., a J.P. Morgan Co. March 1998 - December 2008
Bear Stearns Asset Management 1998 - 2008
Education
Stony Brook University 1985 — 1993
Stony Brook University 1982 — 1986
Garrett Ahitow's JP Morgan Securities Experience 1997 - 2011
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
JPMorgan Chase 2012 - Present
J.P. Morgan Securities 1997 - 2011
Skills
Structured Finance, Investment Banking, Commercial Banking, Corporate Finance, Structuring, Financial Analysis, Negotiating Contracts, Project Management, Finance, Financial Structuring, Derivatives, Due Diligence, Investments
Education
Northwestern University - Kellogg School of Management 2002 — 2005
Master of Business Administration (MBA), Finance and Strategy
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
B.S., Business Administration and Management, General
Bank of America July 2014 - Present
JPMorgan Chase 2012 - Present
J.P. Morgan Securities 1997 - 2011
Skills
Structured Finance, Investment Banking, Commercial Banking, Corporate Finance, Structuring, Financial Analysis, Negotiating Contracts, Project Management, Finance, Financial Structuring, Derivatives, Due Diligence, Investments
Education
Northwestern University - Kellogg School of Management 2002 — 2005
Master of Business Administration (MBA), Finance and Strategy
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
B.S., Business Administration and Management, General
Addison Armstrong's JP Morgan Securities Experience April 2014 - Present
Job Executive Director, Investor Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities April 2014 - Present
TFS Energy October 2004 - April 2014
ADM Investor Services September 2003 - October 2004
Sempra Energy Trading March 1997 - March 2003
Reuters Television/Visnews January 1989 - January 1997
visnews 1983 - 1997
NBC April 1988 - December 1988
Skills
Market Research, Business Development, Management, Derivatives, Trading, Commodity, Options, Hedging, Commodity Markets, Hedge Funds, Equities, Valuation, Financial Markets, Bloomberg
Education
Columbia University in the City of New York 1982 — 1986
BA, Political Science, Middle-East Studies
J.P. Morgan Securities April 2014 - Present
TFS Energy October 2004 - April 2014
ADM Investor Services September 2003 - October 2004
Sempra Energy Trading March 1997 - March 2003
Reuters Television/Visnews January 1989 - January 1997
visnews 1983 - 1997
NBC April 1988 - December 1988
Skills
Market Research, Business Development, Management, Derivatives, Trading, Commodity, Options, Hedging, Commodity Markets, Hedge Funds, Equities, Valuation, Financial Markets, Bloomberg
Education
Columbia University in the City of New York 1982 — 1986
BA, Political Science, Middle-East Studies
Barbara Johnston's JP Morgan Securities Experience June 2008 - March 2009
Job Credit/Financial Services Professional
Industry Capital Markets
Experience
Royal Bank of Scotland Stamford, Ct. April 2010 - February 2015
J.P. MORGAN SECURITIES June 2008 - March 2009
BEAR STEARNS & CO. INC March 1987 - June 2008
Bear Stearns & Co. March 1987 - October 1993
SMITH BARNEY, HARRIS UPHAM & CO, INC October 1984 - March 1987
PRUDENTIAL SECURITIES, INC May 1980 - October 1984
METROPOLITAN SAVINGS BANK July 1977 - May 1980
Skills
Credit Administration, Documentation, Data Integrity, Credit Operations, Credit Risk, Credit, Operational Risk, Capital Markets, Back Office, Fixed Income, KYC, Compliance, Equities, Software Documentation, Credit Analysis, Financial Risk, Due Diligence, Risk Management, Prime Brokerage, Trading, Hedge Funds, Financial Services, Executive Management, Financial Markets, Investments, Securities, Alternative Investments, Structured Finance, Mutual Funds, Analysis, Asset Management, Bonds, Portfolio Management, Banking, FX Options, Operational Risk..., Middle Office, Emerging Markets, Finance, AML, Management, Market Risk
Education
St. Francis College (Evening Division) 1976 — 1983
B.S, Business Management
Long Island University, Brooklyn Campus
business mgmt
Royal Bank of Scotland Stamford, Ct. April 2010 - February 2015
J.P. MORGAN SECURITIES June 2008 - March 2009
BEAR STEARNS & CO. INC March 1987 - June 2008
Bear Stearns & Co. March 1987 - October 1993
SMITH BARNEY, HARRIS UPHAM & CO, INC October 1984 - March 1987
PRUDENTIAL SECURITIES, INC May 1980 - October 1984
METROPOLITAN SAVINGS BANK July 1977 - May 1980
Skills
Credit Administration, Documentation, Data Integrity, Credit Operations, Credit Risk, Credit, Operational Risk, Capital Markets, Back Office, Fixed Income, KYC, Compliance, Equities, Software Documentation, Credit Analysis, Financial Risk, Due Diligence, Risk Management, Prime Brokerage, Trading, Hedge Funds, Financial Services, Executive Management, Financial Markets, Investments, Securities, Alternative Investments, Structured Finance, Mutual Funds, Analysis, Asset Management, Bonds, Portfolio Management, Banking, FX Options, Operational Risk..., Middle Office, Emerging Markets, Finance, AML, Management, Market Risk
Education
St. Francis College (Evening Division) 1976 — 1983
B.S, Business Management
Long Island University, Brooklyn Campus
business mgmt
Jeff Oskin, CFP(R)'s JP Morgan Securities Experience January 2006 - Present
Job J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities January 2006 - Present
Rosenthal Collins Group June 2005 - January 2006
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Mutual Funds, Financial Analysis, Series 7, Wealth Management, Equities, Fixed Income, Financial Modeling, Options, Credit, Risk Management, Asset Allocation, Securities, Strategic Financial..., Banking, Investment Advisory, Financial Advisory, Bonds, ETFs, 401k, Structured Products, Hedge Funds, Cash Management, Investment Management, Mortgage Lending
Education
DePaul University 2008 — 2010
Continuing Profesional Education
Millikin University 2001 — 2005
BA, Finance, 3.4
J.P. Morgan Securities January 2006 - Present
Rosenthal Collins Group June 2005 - January 2006
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Mutual Funds, Financial Analysis, Series 7, Wealth Management, Equities, Fixed Income, Financial Modeling, Options, Credit, Risk Management, Asset Allocation, Securities, Strategic Financial..., Banking, Investment Advisory, Financial Advisory, Bonds, ETFs, 401k, Structured Products, Hedge Funds, Cash Management, Investment Management, Mortgage Lending
Education
DePaul University 2008 — 2010
Continuing Profesional Education
Millikin University 2001 — 2005
BA, Finance, 3.4
Andy Labovitz's JP Morgan Securities Experience 1992 - 2001
Job Senior Vice President at Cain Brothers
Industry Investment Banking
Experience
Cain Brothers 2003 - Present
AIG Structured Products 2001 - 2003
J.P. Morgan Securities 1992 - 2001
Skills
Mergers & Acquisitions, Investment Banking, Fixed Income, Capital Markets, Bonds, Derivatives, Swaps, Interest Rate..., Financial Modeling, Financial Analysis, Investments, Finance, Valuation, Bloomberg, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Bucknell University 1988 — 1992
BA, Computer Science
Cain Brothers 2003 - Present
AIG Structured Products 2001 - 2003
J.P. Morgan Securities 1992 - 2001
Skills
Mergers & Acquisitions, Investment Banking, Fixed Income, Capital Markets, Bonds, Derivatives, Swaps, Interest Rate..., Financial Modeling, Financial Analysis, Investments, Finance, Valuation, Bloomberg, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Bucknell University 1988 — 1992
BA, Computer Science
Jeremy Hellinger's JP Morgan Securities Experience 2004 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan August 2004 - Present
J.P. Morgan Securities 2004 - Present
Skills
CMBS, Real Estate Economics, Securitization, Valuation, Capital Markets, Structured Finance, Asset Managment, Financial Structuring, Financial Modeling, Mezzanine, Investments, Investment Banking, Due Diligence, Private Equity, Loan Origination, High Yield, Trading
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Management
Cornell University 2000 — 2004
BS, Business and Finance
JPMorgan August 2004 - Present
J.P. Morgan Securities 2004 - Present
Skills
CMBS, Real Estate Economics, Securitization, Valuation, Capital Markets, Structured Finance, Asset Managment, Financial Structuring, Financial Modeling, Mezzanine, Investments, Investment Banking, Due Diligence, Private Equity, Loan Origination, High Yield, Trading
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Management
Cornell University 2000 — 2004
BS, Business and Finance
Mark R.Doolan's JP Morgan Securities Experience January 1994 - January 1999
Job Regional Vice President Investment Advisor at Paradigm Wealth Management, LLC
Industry Banking
Experience
Paradigm Wealth Management March 2015 - Present
Wells Fargo June 2013 - March 2015
Fidelity Capital Markets December 2010 - September 2011
Knight Equity Markets January 2003 - September 2010
Morgan Stanley January 2001 - January 2003
Donaldson, Lufkin, and Jenrette January 1999 - January 2001
JP Morgan Securities January 1994 - January 1999
Goldman Sachs January 1992 - January 1994
Instinet Incorporated 1987 - 1992
ITT Worldcom Inc 1985 - 1987
Skills
New Business Development, Client Services, Equity Trading, Trading, Hedge Funds, Mutual Funds, Series 7, Equities, Series 63, Electronic Trading, Cross Selling, Financial Markets, Customer Relations, Negotiation, Bloomberg, Investment Banking, Microsoft Office, Account Management, Relationship Management, Financial Services, mentoring, Customer Service, CRM, Wealth Management, Commercial Lending, Lines Of Credit, Credit, loans, small business lending, Alternative Investments, Asset Management, Derivatives, ETFs, Equity Derivatives, Equity Research, Investments, Portfolio Management, Options, Risk Management, Securities, Small Business Lending
Education
University of Scranton 1981 — 1985
bs, marketing
Wagner College
MBA, Finance
st peters prep
Paradigm Wealth Management March 2015 - Present
Wells Fargo June 2013 - March 2015
Fidelity Capital Markets December 2010 - September 2011
Knight Equity Markets January 2003 - September 2010
Morgan Stanley January 2001 - January 2003
Donaldson, Lufkin, and Jenrette January 1999 - January 2001
JP Morgan Securities January 1994 - January 1999
Goldman Sachs January 1992 - January 1994
Instinet Incorporated 1987 - 1992
ITT Worldcom Inc 1985 - 1987
Skills
New Business Development, Client Services, Equity Trading, Trading, Hedge Funds, Mutual Funds, Series 7, Equities, Series 63, Electronic Trading, Cross Selling, Financial Markets, Customer Relations, Negotiation, Bloomberg, Investment Banking, Microsoft Office, Account Management, Relationship Management, Financial Services, mentoring, Customer Service, CRM, Wealth Management, Commercial Lending, Lines Of Credit, Credit, loans, small business lending, Alternative Investments, Asset Management, Derivatives, ETFs, Equity Derivatives, Equity Research, Investments, Portfolio Management, Options, Risk Management, Securities, Small Business Lending
Education
University of Scranton 1981 — 1985
bs, marketing
Wagner College
MBA, Finance
st peters prep
Dayna May's JP Morgan Securities Experience May 2014 - Present
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
John Rasulo's JP Morgan Securities Experience August 1992 - Present
Job Executive Director, Financial Advisor, J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities August 1992 - Present
Education
Manhattan College 1982 — 1986
B.S., Finance/CIS
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
J.P. Morgan Securities August 1992 - Present
Education
Manhattan College 1982 — 1986
B.S., Finance/CIS
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Lauren Mattson's JP Morgan Securities Experience 2008 - 2013
Job Chief Administrative Officer at Folger HIll Asset Management
Industry Financial Services
Experience
Folger HIll Asset Management November 2014 - Present
Merrill Lynch June 2014 - November 2014
J.P. Morgan Securities 2008 - 2013
Bear Stearns October 2004 - May 2008
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Investment Banking, Portfolio Management, Private Equity, Wealth Management, Bonds
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fordham University School of Law
JD
Georgetown University
BA
Folger HIll Asset Management November 2014 - Present
Merrill Lynch June 2014 - November 2014
J.P. Morgan Securities 2008 - 2013
Bear Stearns October 2004 - May 2008
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Investment Banking, Portfolio Management, Private Equity, Wealth Management, Bonds
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Fordham University School of Law
JD
Georgetown University
BA
Charlie Wilder Reed's JP Morgan Securities Experience January 2010 - June 2012
Job Associate Director, Complex Administrative Manager at UBS
Industry Financial Services
Experience
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
Lars Greiner's JP Morgan Securities Experience June 2008 - Present
Job Managing Director at Bear Stearns
Industry Financial Services
Experience
J.P. Morgan Securities June 2008 - Present
Bear, Stearns & Co. Inc. 1995 - May 2008
Oppenheimer & Co. Inc. January 1993 - June 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Risk Management, Portfolio Management, Business Analysis, Equities, Investment Banking, Financial Services, Capital Markets, Fixed Income, Asset Management, Financial Modeling
Education
Ripon College 1983 — 1986
Bachelor of Arts (B.A.), Economics, German
Rheinische Friedrich-Wilhelms-Universität Bonn
J.P. Morgan Securities June 2008 - Present
Bear, Stearns & Co. Inc. 1995 - May 2008
Oppenheimer & Co. Inc. January 1993 - June 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Risk Management, Portfolio Management, Business Analysis, Equities, Investment Banking, Financial Services, Capital Markets, Fixed Income, Asset Management, Financial Modeling
Education
Ripon College 1983 — 1986
Bachelor of Arts (B.A.), Economics, German
Rheinische Friedrich-Wilhelms-Universität Bonn
Rachel Valente Ramsay's JP Morgan Securities Experience 2007 - 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
J.P. Morgan Securities 2007 - 2013
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Investments, Retirement Planning, Life Insurance, Disability Insurance, Asset Allocation, Investment Strategies, ETFs, Wealth Management, FX, Spanish, Financial Advisory, Financial Analysis, Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, 401k, 401k Rollovers, Finance, Social Security
Education
Emory University
B.A., Economics and Spanish
Harvard Westlake High School
Wells Fargo Advisors, LLC 2013 - Present
J.P. Morgan Securities 2007 - 2013
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Investments, Retirement Planning, Life Insurance, Disability Insurance, Asset Allocation, Investment Strategies, ETFs, Wealth Management, FX, Spanish, Financial Advisory, Financial Analysis, Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, 401k, 401k Rollovers, Finance, Social Security
Education
Emory University
B.A., Economics and Spanish
Harvard Westlake High School
Khalil Um'rani's JP Morgan Securities Experience June 2005 - June 2007
Job Banking Professional
Industry Banking
Experience
Sterne Agee 2010 - 2013
Gray Ghost Ventures 2010 - 2010
Barclays Capital July 2007 - January 2009
J.P. Morgan Securities June 2005 - June 2007
Skills
Mergers & Acquisitions, Investments, Banking, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers
Education
Morehouse College 2001 — 2005
Bachelor of Arts, International Studies
Dartmouth College
Sterne Agee 2010 - 2013
Gray Ghost Ventures 2010 - 2010
Barclays Capital July 2007 - January 2009
J.P. Morgan Securities June 2005 - June 2007
Skills
Mergers & Acquisitions, Investments, Banking, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers
Education
Morehouse College 2001 — 2005
Bachelor of Arts, International Studies
Dartmouth College
Lea Lavut's JP Morgan Securities Experience December 2010 - September 2011
Job Rule of Law, Justice and Security team Bureau for Policy and Programme Support
Industry International Affairs
Experience
Human Rights Rule of Law, Justice & Security team Bureau for Policy and Programme Support UNDP September 2014 - Present
UNDP September 2013 - April 2014
USAID 2013 - 2013
J.P. Morgan Securities December 2010 - September 2011
Mayor's Office of Immigrant Affairs February 2010 - September 2010
Hudson Institute November 2009 - February 2010
Skills
International Relations, International..., Policy Analysis, Politics, Public Policy, Spanish, French, Qualitative Research, Economics, Research, Nonprofits, Policy, Fundraising, Government, Economic Development, Program Management, Community Development, Analysis, Report Writing, Strategic Communications, Governance, Capacity Building
Education
New York University 2011 — 2014
MS, International Law
City University of New York 2004 — 2008
BA, Political Science
City University of New York-Hunter College 2004 — 2008
BA, Political Science, Cultural Anthropology
Human Rights Rule of Law, Justice & Security team Bureau for Policy and Programme Support UNDP September 2014 - Present
UNDP September 2013 - April 2014
USAID 2013 - 2013
J.P. Morgan Securities December 2010 - September 2011
Mayor's Office of Immigrant Affairs February 2010 - September 2010
Hudson Institute November 2009 - February 2010
Skills
International Relations, International..., Policy Analysis, Politics, Public Policy, Spanish, French, Qualitative Research, Economics, Research, Nonprofits, Policy, Fundraising, Government, Economic Development, Program Management, Community Development, Analysis, Report Writing, Strategic Communications, Governance, Capacity Building
Education
New York University 2011 — 2014
MS, International Law
City University of New York 2004 — 2008
BA, Political Science
City University of New York-Hunter College 2004 — 2008
BA, Political Science, Cultural Anthropology
Jeff Garrity's JP Morgan Securities Experience January 1991 - January 1994
Job Business & Career Advisor
Industry Investment Management
Experience
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
Richard Hillsman's JP Morgan Securities Experience 2004 - 2006
Job Senior Managing Director and Head of Debt Capital Markets
Industry Banking
Experience
Fifth Third Bank June 2006 - Present
JP Morgan Securities 2004 - 2006
Bank One Capital Markets 1998 - 2006
First Chicago Capital Markets 1997 - 1998
Education
University of Notre Dame 1979 — 1982
BBA, Finance
Fifth Third Bank June 2006 - Present
JP Morgan Securities 2004 - 2006
Bank One Capital Markets 1998 - 2006
First Chicago Capital Markets 1997 - 1998
Education
University of Notre Dame 1979 — 1982
BBA, Finance
Douglas Elliott's JP Morgan Securities Experience April 2006 - December 2008
Job Fellow at The Brookings Institution
Industry Think Tanks
Experience
The Brookings Institution January 2009 - Present
J.P. Morgan Securities April 2006 - December 2008
Center on Federal Financial Institutions 2003 - 2006
ABN AMRO Bank N.V. 2000 - 2001
Sandler O'Neill & Partners, L.P. 1998 - 2000
Sanford C. Bernstein 1997 - 1997
J.P. Morgan 1985 - 1997
Education
Duke University 1982 — 1984
Master's degree, Computer Science
Harvard College 1977 — 1981
Bachelor's degree, Sociology
McCluer North High School
The Brookings Institution January 2009 - Present
J.P. Morgan Securities April 2006 - December 2008
Center on Federal Financial Institutions 2003 - 2006
ABN AMRO Bank N.V. 2000 - 2001
Sandler O'Neill & Partners, L.P. 1998 - 2000
Sanford C. Bernstein 1997 - 1997
J.P. Morgan 1985 - 1997
Education
Duke University 1982 — 1984
Master's degree, Computer Science
Harvard College 1977 — 1981
Bachelor's degree, Sociology
McCluer North High School
Hernan Lautersztein's JP Morgan Securities Experience 2001 - Present
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities 2001 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
Belgrano Day School
J.P. Morgan Securities 2001 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
Belgrano Day School
Lisa Podesta's JP Morgan Securities Experience April 2014 - Present
Job Financial Advisor at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities April 2014 - Present
Podesta & Co. October 2012 - April 2014
Fusion Analytics August 2012 - June 2013
Samuel A. Ramirez & Co., Inc. February 2011 - February 2012
Podesta & Company February 2009 - February 2011
Bear Stearns & Company October 1985 - December 2007
Skills
Trading, Series 7, Series 9, Series 10, Series 55, Series 63, Series 65, Investments, Equity Trading, Algorithms, Bloomberg, Options, Compliance
Education
University of California, Berkeley 1980 — 1984
Economics
J.P. Morgan Securities April 2014 - Present
Podesta & Co. October 2012 - April 2014
Fusion Analytics August 2012 - June 2013
Samuel A. Ramirez & Co., Inc. February 2011 - February 2012
Podesta & Company February 2009 - February 2011
Bear Stearns & Company October 1985 - December 2007
Skills
Trading, Series 7, Series 9, Series 10, Series 55, Series 63, Series 65, Investments, Equity Trading, Algorithms, Bloomberg, Options, Compliance
Education
University of California, Berkeley 1980 — 1984
Economics
Daniel Bernier's JP Morgan Securities Experience May 2014 - Present
Job Supervision Manager at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities November 2013 - May 2014
JP Morgan Securities November 2012 - December 2013
J.P. Morgan Securities July 2010 - November 2012
Fidelity Investments March 2009 - July 2010
Fidelity Investments November 2007 - March 2009
City of Fairfield June 2007 - September 2007
Education
Miami University 2003 — 2007
BA, Public Administration
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities November 2013 - May 2014
JP Morgan Securities November 2012 - December 2013
J.P. Morgan Securities July 2010 - November 2012
Fidelity Investments March 2009 - July 2010
Fidelity Investments November 2007 - March 2009
City of Fairfield June 2007 - September 2007
Education
Miami University 2003 — 2007
BA, Public Administration
Edward Mikus's JP Morgan Securities Experience 1988 - 1995
Job Director at Credit Suisse
Industry Financial Services
Experience
Bloomberg LP May 2014 - April 2015
Cantor Commercial Real Estate May 2012 - April 2014
Flat 801 Management Company, LLC 2010 - 2012
Centerline Capital Group 2008 - 2010
Nomura Securities 2001 - 2008
Deutsche Bank Securities 1999 - 2001
Nomura Securities / Capital Company of America 1995 - 1999
JP Morgan Securities 1988 - 1995
Kidder, Peabody 1986 - 1988
Sage Data, Inc. 1985 - 1986
Skills
Structured Finance, Capital Markets, Fixed Income, CMBS, Asset Managment, Valuation, Real Estate Economics, Financial Structuring, Portfolio Management, Investments, Structured Products, Bonds, Mortgage Lending, Derivatives, Securitization, Asset Management, Credit
Education
University of Pennsylvania 1981 — 1985
BA, Biology
University of Pennsylvania - The Wharton School 1981 — 1985
BS in Economics, Decision Sciences
Bloomberg LP May 2014 - April 2015
Cantor Commercial Real Estate May 2012 - April 2014
Flat 801 Management Company, LLC 2010 - 2012
Centerline Capital Group 2008 - 2010
Nomura Securities 2001 - 2008
Deutsche Bank Securities 1999 - 2001
Nomura Securities / Capital Company of America 1995 - 1999
JP Morgan Securities 1988 - 1995
Kidder, Peabody 1986 - 1988
Sage Data, Inc. 1985 - 1986
Skills
Structured Finance, Capital Markets, Fixed Income, CMBS, Asset Managment, Valuation, Real Estate Economics, Financial Structuring, Portfolio Management, Investments, Structured Products, Bonds, Mortgage Lending, Derivatives, Securitization, Asset Management, Credit
Education
University of Pennsylvania 1981 — 1985
BA, Biology
University of Pennsylvania - The Wharton School 1981 — 1985
BS in Economics, Decision Sciences
Matthew Doran's JP Morgan Securities Experience July 2007 - January 2011
Job Institutional Fixed Income Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2011 - Present
J.P. Morgan Securities July 2007 - January 2011
Banc of America Securities August 2005 - July 2007
Skills
Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Series 63
Education
Fordham University
B.S., College of the Business Administration, Finance
RBC Capital Markets January 2011 - Present
J.P. Morgan Securities July 2007 - January 2011
Banc of America Securities August 2005 - July 2007
Skills
Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Series 63
Education
Fordham University
B.S., College of the Business Administration, Finance
John B. Kelly, II's JP Morgan Securities Experience 2009 - Present
Job Managing Director at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities 2009 - Present
Smith Barney February 2006 - 2009
Legg Mason March 2003 - February 2006
Prudential Financial July 1989 - March 2003
Skills
Wealth Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Series 7, Hedge Funds, Investments, Asset Managment, Investment Management, Bonds, Securities
Education
Lafayette College
Bachelor's degree, Economics
Delbarton School
J.P. Morgan Securities 2009 - Present
Smith Barney February 2006 - 2009
Legg Mason March 2003 - February 2006
Prudential Financial July 1989 - March 2003
Skills
Wealth Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Series 7, Hedge Funds, Investments, Asset Managment, Investment Management, Bonds, Securities
Education
Lafayette College
Bachelor's degree, Economics
Delbarton School
Kelly Epstein's JP Morgan Securities Experience 1992 - Present
Job Vice President at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities 1992 - Present
Education
Bowling Green State University
St. Joe High School
J.P. Morgan Securities 1992 - Present
Education
Bowling Green State University
St. Joe High School
Deborah Valenzuela's JP Morgan Securities Experience July 1998 - March 2013
Job SVP Regional Brokerage Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
John Zur III's JP Morgan Securities Experience February 2013 - January 2014
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan Securities February 2013 - January 2014
JPMorgan Chase Bank August 2010 - February 2013
JPMorgan Chase Bank July 2009 - August 2010
KemperSports Management May 2008 - August 2008
Skills
Loans, Financial Modeling, Capital Markets, Financial Analysis, Syndications, Loan Origination, Credit Risk, Credit Analysis, Commercial Banking, Credit, Underwriting, Derivatives, Banking, Commercial Lending
Education
Seton Hall University 2005 — 2009
B.S., Finance, Accounting
Glenbrook South High School 2001 — 2005
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan Securities February 2013 - January 2014
JPMorgan Chase Bank August 2010 - February 2013
JPMorgan Chase Bank July 2009 - August 2010
KemperSports Management May 2008 - August 2008
Skills
Loans, Financial Modeling, Capital Markets, Financial Analysis, Syndications, Loan Origination, Credit Risk, Credit Analysis, Commercial Banking, Credit, Underwriting, Derivatives, Banking, Commercial Lending
Education
Seton Hall University 2005 — 2009
B.S., Finance, Accounting
Glenbrook South High School 2001 — 2005
Vadim Zakiyan's JP Morgan Securities Experience June 2011 - January 2012
Job Business Operations at Upland Software
Industry Computer Software
Experience
Upland Software May 2015 - Present
Zuora March 2013 - May 2015
Zuora, Inc. January 2012 - March 2013
J.P. Morgan Securities June 2011 - January 2012
Morgan Stanley Smith Barney February 2011 - June 2011
JPMorgan Securities May 2010 - August 2010
Skills
Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Microsoft Excel, Zuora, Bloomberg, DocuSign, Xactly Incent
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of San Francisco 2007 — 2011
B.A, Economics
Upland Software May 2015 - Present
Zuora March 2013 - May 2015
Zuora, Inc. January 2012 - March 2013
J.P. Morgan Securities June 2011 - January 2012
Morgan Stanley Smith Barney February 2011 - June 2011
JPMorgan Securities May 2010 - August 2010
Skills
Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Microsoft Excel, Zuora, Bloomberg, DocuSign, Xactly Incent
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of San Francisco 2007 — 2011
B.A, Economics
Ed McCartin's JP Morgan Securities Experience 1991 - 1998
Job
Industry Financial Services
Experience
Robertson Stephens, Inc., 1998 - 2001
J.P. Morgan Securities 1991 - 1998
J.P. Morgan 1994 - 1997
J.P. Morgan Futures 1987 - 1991
Chicago Mercantile Exchange 1982 - 1987
CBOE 1979 - 1982
Skills
Fixed Income, Investments, Risk Management, Series 7, Trading, Equities, Derivatives, Management, Portfolio Management, Hedge Funds, Options, Financial Markets, Capital Markets, Alternative Investments
Education
University of Chicago 1984 — 1986
Master of Business Administration (MBA), Finance and Accounting
University of Notre Dame 1967 — 1971
Bachelor of Arts (B.A.), Political Theory
Robertson Stephens, Inc., 1998 - 2001
J.P. Morgan Securities 1991 - 1998
J.P. Morgan 1994 - 1997
J.P. Morgan Futures 1987 - 1991
Chicago Mercantile Exchange 1982 - 1987
CBOE 1979 - 1982
Skills
Fixed Income, Investments, Risk Management, Series 7, Trading, Equities, Derivatives, Management, Portfolio Management, Hedge Funds, Options, Financial Markets, Capital Markets, Alternative Investments
Education
University of Chicago 1984 — 1986
Master of Business Administration (MBA), Finance and Accounting
University of Notre Dame 1967 — 1971
Bachelor of Arts (B.A.), Political Theory
Christian Coronado's JP Morgan Securities Experience September 2009 - Present
Job Senior Investment Service Associate at JPMorgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities September 2009 - Present
USAA Investment Management Company October 2007 - August 2009
JPMorgan Chase Bank November 2006 - October 2007
JPMorgan Chase Bank May 2006 - November 2006
JPMorgan Chase Bank May 2004 - May 2006
Education
University of Phoenix
Bachelor of Science, Finance
J.P. Morgan Securities September 2009 - Present
USAA Investment Management Company October 2007 - August 2009
JPMorgan Chase Bank November 2006 - October 2007
JPMorgan Chase Bank May 2006 - November 2006
JPMorgan Chase Bank May 2004 - May 2006
Education
University of Phoenix
Bachelor of Science, Finance
Stephen Wynne's JP Morgan Securities Experience 2013 - Present
Job Private Wealth Advisor at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
Richard Chenel's JP Morgan Securities Experience 1994 - 2001
Job Owner, Conduit Advisory Group, Inc.
Industry Investment Banking
Experience
Conduit Advisory Group, Inc. 2004 - Present
Euro Hypo 2006 - 2007
J.P. Morgan Securities 1994 - 2001
Goldman Sachs 1981 - 1990
Skills
Structured Finance, Hedge Funds, Corporate Finance, Banking, Money Market, Private Equity, Loans, Mutual Funds, Finance, Investment Banking, Structured Products, Valuation, Capital, Capital Markets, Financial Structuring, Financial Institutions
Education
Bowdoin College 1974 — 1978
Bachelor of Arts, Economics, Political Science & Sociology
Conduit Advisory Group, Inc. 2004 - Present
Euro Hypo 2006 - 2007
J.P. Morgan Securities 1994 - 2001
Goldman Sachs 1981 - 1990
Skills
Structured Finance, Hedge Funds, Corporate Finance, Banking, Money Market, Private Equity, Loans, Mutual Funds, Finance, Investment Banking, Structured Products, Valuation, Capital, Capital Markets, Financial Structuring, Financial Institutions
Education
Bowdoin College 1974 — 1978
Bachelor of Arts, Economics, Political Science & Sociology
Theresa Liu's JP Morgan Securities Experience May 2012 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan Securities May 2012 - Present
J.P. Morgan Securities June 2009 - May 2012
ExxonMobil January 2006 - February 2007
ExxonMobil December 2004 - January 2006
ExxonMobil February 2003 - December 2004
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Strategy, Treasury Management, Financial Modeling, Management, Competitive Analysis, Financial Analysis, SQL, Enterprise Software, Capital Markets, Strategic Planning, Venture Capital, Entrepreneurship, Credit Analysis, Due Diligence, Investment Banking, Debt & Equity Financing, Leveraged Finance, Treasury Services, Global Cash Management, Analysis, Mergers, Project Planning, Project Management, Banking, ERP
Education
Harvard Business School 2007 — 2009
MBA
The University of Texas at Austin 1999 — 2002
BBA, Management Information Systems; Business Honors Program
J.P. Morgan Securities May 2012 - Present
J.P. Morgan Securities June 2009 - May 2012
ExxonMobil January 2006 - February 2007
ExxonMobil December 2004 - January 2006
ExxonMobil February 2003 - December 2004
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Strategy, Treasury Management, Financial Modeling, Management, Competitive Analysis, Financial Analysis, SQL, Enterprise Software, Capital Markets, Strategic Planning, Venture Capital, Entrepreneurship, Credit Analysis, Due Diligence, Investment Banking, Debt & Equity Financing, Leveraged Finance, Treasury Services, Global Cash Management, Analysis, Mergers, Project Planning, Project Management, Banking, ERP
Education
Harvard Business School 2007 — 2009
MBA
The University of Texas at Austin 1999 — 2002
BBA, Management Information Systems; Business Honors Program
Charlie Henick's JP Morgan Securities Experience May 2012 - August 2012
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan Securities May 2012 - August 2012
Manning & Napier Advisors November 2011 - May 2012
University of Rochester January 2012 - April 2012
Skills
Research, Bloomberg, Microsoft Excel, Financial Modeling, PowerPoint
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
J.P. Morgan June 2013 - Present
J.P. Morgan Securities May 2012 - August 2012
Manning & Napier Advisors November 2011 - May 2012
University of Rochester January 2012 - April 2012
Skills
Research, Bloomberg, Microsoft Excel, Financial Modeling, PowerPoint
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Stephen Chen, CFA, CPA's JP Morgan Securities Experience 1997 - 2000
Job PM/Analyst at Davis Selected Advisors
Industry Investment Management
Experience
Davis Selected Advisors 2002 - 2014
Ulysses Partners 2000 - 2002
J.P. Morgan Securities 1997 - 2000
Coopers & Lybrand LLP 1995 - 1997
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Investments, Hedge Funds, Portfolio Management, Series 7, Strategic Financial..., Trading, Wealth Management, Securities
Education
Indiana University - Kelley School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
Davis Selected Advisors 2002 - 2014
Ulysses Partners 2000 - 2002
J.P. Morgan Securities 1997 - 2000
Coopers & Lybrand LLP 1995 - 1997
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Investments, Hedge Funds, Portfolio Management, Series 7, Strategic Financial..., Trading, Wealth Management, Securities
Education
Indiana University - Kelley School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
Leon Tsirlin's JP Morgan Securities Experience August 2003 - June 2005
Job Trilogy Advisors
Industry Investment Management
Experience
Trilogy Advisors September 2008 - Present
Indus Capital Advisors LLC August 2006 - August 2008
J.P. Morgan Securities August 2003 - June 2005
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Customer Service, Management, Valuation, Microsoft Word, Financial Analysis, PowerPoint, Portfolio Management, Project Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Trilogy Advisors September 2008 - Present
Indus Capital Advisors LLC August 2006 - August 2008
J.P. Morgan Securities August 2003 - June 2005
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Customer Service, Management, Valuation, Microsoft Word, Financial Analysis, PowerPoint, Portfolio Management, Project Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Scott Hoopes's JP Morgan Securities Experience Managing DirectorThomas Weisel PartnersJuly 1999 - June 2010
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities Managing DirectorThomas Weisel PartnersJuly 1999 - June 2010
Education
University of Arizona
Bachelor of Arts (B.A.)
J.P. Morgan Securities Managing DirectorThomas Weisel PartnersJuly 1999 - June 2010
Education
University of Arizona
Bachelor of Arts (B.A.)