J.P. Morgan Securities Inc.
Description
Address: 1 Federal St # 29, Boston, MA 02110 Phone: (855) 853-1389: : : Place name: : Hours: : Category: Website: : Website: https://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
J.P. Morgan Securities Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan Securities Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Securities Inc. Employees
Employee
Years
Job
Industry
Cengiz Dincoglu Cengiz Dincoglu's J.P. Morgan Securities Inc. Experience 2000 - March 2012
Job Consultant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2012 - Present
JP Morgan Securities Inc 2000 - March 2012
SALOMON SMITH BARNEY, Fund Management Systems August 1999 - July 2000
REUTERS INC June 1997 - August 1999
TRADING SYSTEMS CONSULTANTS INC February 1996 - June 1997
Garanti Bank May 1993 - August 1994
Skills
Sybase, Java, EMS, .NET, Equities, Equity Derivatives, R, FIX, Convertible Bonds, Microsoft SQL Server, Trading, VBA, Access Database, TIBCO, RFA, FX trading, High Frequency Trading, Order Management
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Finance
Boğaziçi University 1988 — 1993
BA, Business Administration
Morgan Stanley March 2012 - Present
JP Morgan Securities Inc 2000 - March 2012
SALOMON SMITH BARNEY, Fund Management Systems August 1999 - July 2000
REUTERS INC June 1997 - August 1999
TRADING SYSTEMS CONSULTANTS INC February 1996 - June 1997
Garanti Bank May 1993 - August 1994
Skills
Sybase, Java, EMS, .NET, Equities, Equity Derivatives, R, FIX, Convertible Bonds, Microsoft SQL Server, Trading, VBA, Access Database, TIBCO, RFA, FX trading, High Frequency Trading, Order Management
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Finance
Boğaziçi University 1988 — 1993
BA, Business Administration
Adam Policastro, CFA Adam Policastro, CFA's J.P. Morgan Securities Inc. Experience September 1994 - February 2001
Job Head of Financial Risk Oversight
Industry Financial Services
Experience
U.S. Bank May 2014 - Present
Capital One July 2009 - May 2014
BB&T Corp. September 2004 - June 2009
Drake Management September 2001 - July 2004
J.P. Morgan Securities Inc. September 1994 - February 2001
Salomon Brothers June 1993 - August 1993
Skills
Risk Management, Interest Rate Risk..., Liquidity Risk, ALM, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Financial Markets, Financial Modeling, Financial Risk, Trading, Investments, Treasury, Credit Risk, Financial Services, Hedging, Banking, Strategy, Bonds, Credit, ABS, Bloomberg, Valuation, Structured Finance, Strategy Development, Treasury Management, Risk, Swaps, Financial Analysis, Management, Capital Management, market risk
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance and Economics
Rutgers University-New Brunswick
B.A., Economics, Mathematics, English
U.S. Bank May 2014 - Present
Capital One July 2009 - May 2014
BB&T Corp. September 2004 - June 2009
Drake Management September 2001 - July 2004
J.P. Morgan Securities Inc. September 1994 - February 2001
Salomon Brothers June 1993 - August 1993
Skills
Risk Management, Interest Rate Risk..., Liquidity Risk, ALM, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Financial Markets, Financial Modeling, Financial Risk, Trading, Investments, Treasury, Credit Risk, Financial Services, Hedging, Banking, Strategy, Bonds, Credit, ABS, Bloomberg, Valuation, Structured Finance, Strategy Development, Treasury Management, Risk, Swaps, Financial Analysis, Management, Capital Management, market risk
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance and Economics
Rutgers University-New Brunswick
B.A., Economics, Mathematics, English
J.P. Massey J.P. Massey's J.P. Morgan Securities Inc. Experience January 1993 - January 2000
Job Sr. VP Business Development at Lenrock
Industry Investment Management
Experience
Lenrock Management Group, LP July 2010 - Present
Capital Z Asset Management, LLC January 2005 - June 2010
Gabelli Asset Management April 2002 - January 2005
J.P. Morgan Securities Asia January 2000 - January 2001
J.P. Morgan Securities Inc January 1993 - January 2000
Skills
Hedge Funds, Equities, Capital Markets, Asset Management, Portfolio Management, Alternative Investments, Private Equity, Investments, Trading, Due Diligence, Options, Risk Management, Securities, Strategy, Mutual Funds, Bonds, Finance, Financial Risk, Start-ups, Fixed Income, Investor Relations, Financial Structuring, Hedging, Asset Allocation, Swaps, Funding, Financial Modeling, Investment Management, Fund Of Funds, Mergers, Real Estate, Financial Markets, Emerging Markets, Derivatives, Trading Strategies, Proprietary Trading, Commodity, Structured Finance, Venture Capital, Equity Trading, FX Options, Equity Derivatives, Investment Strategies, Series 7
Education
Columbia Business School 2002 — 2003
Masters of Business Administration, Finance
Cornell University 1988 — 1992
Bachelor of Arts, Economics/Government
Lenrock Management Group, LP July 2010 - Present
Capital Z Asset Management, LLC January 2005 - June 2010
Gabelli Asset Management April 2002 - January 2005
J.P. Morgan Securities Asia January 2000 - January 2001
J.P. Morgan Securities Inc January 1993 - January 2000
Skills
Hedge Funds, Equities, Capital Markets, Asset Management, Portfolio Management, Alternative Investments, Private Equity, Investments, Trading, Due Diligence, Options, Risk Management, Securities, Strategy, Mutual Funds, Bonds, Finance, Financial Risk, Start-ups, Fixed Income, Investor Relations, Financial Structuring, Hedging, Asset Allocation, Swaps, Funding, Financial Modeling, Investment Management, Fund Of Funds, Mergers, Real Estate, Financial Markets, Emerging Markets, Derivatives, Trading Strategies, Proprietary Trading, Commodity, Structured Finance, Venture Capital, Equity Trading, FX Options, Equity Derivatives, Investment Strategies, Series 7
Education
Columbia Business School 2002 — 2003
Masters of Business Administration, Finance
Cornell University 1988 — 1992
Bachelor of Arts, Economics/Government
John Markell John Markell's J.P. Morgan Securities Inc. Experience 2001 - 2001
Job Managing Partner at Armentum Partners
Industry Investment Banking
Experience
Armentum Partners 2012 - Present
Seven Hills Partners 2007 - April 2012
CIBC World Markets 2006 - 2007
CIBC World Markets 2002 - 2006
JP Morgan Securities Inc. 2001 - 2001
Skills
Investment Banking, Capital Raising, Mergers & Acquisitions, Corporate Finance, Capital Markets, Financial Analysis, Applied Mathematics, Professional Engineer...
Education
York University - Schulich School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Queen's University 1992 — 1996
Bachelor of Science (B.Sc.), Engineering and Mathematics
Armentum Partners 2012 - Present
Seven Hills Partners 2007 - April 2012
CIBC World Markets 2006 - 2007
CIBC World Markets 2002 - 2006
JP Morgan Securities Inc. 2001 - 2001
Skills
Investment Banking, Capital Raising, Mergers & Acquisitions, Corporate Finance, Capital Markets, Financial Analysis, Applied Mathematics, Professional Engineer...
Education
York University - Schulich School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Queen's University 1992 — 1996
Bachelor of Science (B.Sc.), Engineering and Mathematics
Scott Eilbeck Scott Eilbeck's J.P. Morgan Securities Inc. Experience September 1988 - February 1997
Job EM Credit Sales at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. September 2014 - Present
Standard Chartered Bank September 2010 - September 2014
Mizuho Securities USA Inc. September 2009 - September 2010
West LB Securities Inc. March 2006 - September 2009
Bear, Stearns & Co. March 2000 - March 2007
ABN AMRO Inc. February 1997 - March 2000
J.P. Morgan Securities Inc. September 1988 - February 1997
Skills
Emerging Markets, Trading, Sales, Fixed Income, Structured Products, Frontier Markets, Credit Derivatives, Corporate Credit, Capital Markets, Investment Banking, Management, Bonds, Bloomberg, Asset Management, Hedge Funds
Education
Duke University
Stifel Financial Corp. September 2014 - Present
Standard Chartered Bank September 2010 - September 2014
Mizuho Securities USA Inc. September 2009 - September 2010
West LB Securities Inc. March 2006 - September 2009
Bear, Stearns & Co. March 2000 - March 2007
ABN AMRO Inc. February 1997 - March 2000
J.P. Morgan Securities Inc. September 1988 - February 1997
Skills
Emerging Markets, Trading, Sales, Fixed Income, Structured Products, Frontier Markets, Credit Derivatives, Corporate Credit, Capital Markets, Investment Banking, Management, Bonds, Bloomberg, Asset Management, Hedge Funds
Education
Duke University
Preston Reid Preston Reid's J.P. Morgan Securities Inc. Experience July 2007 - July 2008
Job Investment Sales & Debt Placement at HFF
Industry Capital Markets
Experience
HFF April 2012 - Present
SunTrust Robinson Humphrey November 2010 - March 2012
WELLS FARGO & CO September 2009 - October 2010
Merrill Lynch July 2008 - September 2009
JP MORGAN SECURITIES, INC July 2007 - July 2008
University of Florida August 2006 - May 2007
Skills
Real Estate Finance, Commercial Real Estate, Investment Banking, Asset Management, Credit Analysis, CMBS, Income Properties, Fixed Income Products, Portfolio Management, Debt Placement, Real Estate Investment, Financial Modeling, Microsoft Excel, InDesign, Real Estate Economics, Investment Properties, Asset Managment, Investments, Finance
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BS, Finance
Tampa Jesuit 1999 — 2003
HFF April 2012 - Present
SunTrust Robinson Humphrey November 2010 - March 2012
WELLS FARGO & CO September 2009 - October 2010
Merrill Lynch July 2008 - September 2009
JP MORGAN SECURITIES, INC July 2007 - July 2008
University of Florida August 2006 - May 2007
Skills
Real Estate Finance, Commercial Real Estate, Investment Banking, Asset Management, Credit Analysis, CMBS, Income Properties, Fixed Income Products, Portfolio Management, Debt Placement, Real Estate Investment, Financial Modeling, Microsoft Excel, InDesign, Real Estate Economics, Investment Properties, Asset Managment, Investments, Finance
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BS, Finance
Tampa Jesuit 1999 — 2003
Curt Sigfstead Curt Sigfstead's J.P. Morgan Securities Inc. Experience 1996 - Present
Job Managing Director CoHead of Technology Infrastructure IB Software, Systems & Semiconductors at JPMorgan Securities
Industry Investment Banking
Experience
JPMorgan Securities, Inc June 2015 - Present
J.P. Morgan Securities, Inc. 1996 - Present
Skills
Investment Banking, Mergers, Corporate Advisory, Corporate Finance, Corporate Development, Risk Management, Private Equity, IPO, Cloud Computing, Cloud Applications, Cloud Storage, Strategic Planning, Private Placements, Venture Capital, Due Diligence, Strategy, Mergers & Acquisitions, Management, Fixed Income, Emerging Markets, LBO, Capital Markets, Equities, Valuation, M&A experience, Investor Relations, Financial Modeling, Hedge Funds, Investments, Equity Research, Alternative Investments
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance, General
Brown University 1985 — 1989
BA, International Relations
Shawnigan Lake School 1980 — 1985
Diploma
JPMorgan Securities, Inc June 2015 - Present
J.P. Morgan Securities, Inc. 1996 - Present
Skills
Investment Banking, Mergers, Corporate Advisory, Corporate Finance, Corporate Development, Risk Management, Private Equity, IPO, Cloud Computing, Cloud Applications, Cloud Storage, Strategic Planning, Private Placements, Venture Capital, Due Diligence, Strategy, Mergers & Acquisitions, Management, Fixed Income, Emerging Markets, LBO, Capital Markets, Equities, Valuation, M&A experience, Investor Relations, Financial Modeling, Hedge Funds, Investments, Equity Research, Alternative Investments
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance, General
Brown University 1985 — 1989
BA, International Relations
Shawnigan Lake School 1980 — 1985
Diploma
Florien Bouwmeester Florien Bouwmeester's J.P. Morgan Securities Inc. Experience 2000 - 2003
Job Credit Executive at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2010 - Present
Kaufman Hall 2008 - 2010
Financial Guaranty Insurance Company (FGIC) 2004 - 2008
Moody's Investors Service 2003 - 2004
J.P. Morgan Securities Inc. 2000 - 2003
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
JPMorgan Chase January 2010 - Present
Kaufman Hall 2008 - 2010
Financial Guaranty Insurance Company (FGIC) 2004 - 2008
Moody's Investors Service 2003 - 2004
J.P. Morgan Securities Inc. 2000 - 2003
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
Alex Hernandez Alex Hernandez's J.P. Morgan Securities Inc. Experience June 1996 - July 1999
Job Partner at Charter School Growth Fund
Industry Education Management
Experience
Charter School Growth Fund July 2010 - Present
Aspire Public Schools April 2007 - August 2009
Portland Public Schools August 2005 - April 2007
Inner City Education Foundation August 2003 - July 2005
Steamboat Ventures LLC July 2001 - July 2003
JP Morgan Securities, Inc. June 1996 - July 1999
Education
Western Governors University 2003 — 2004
Teacher Credential Program
Stanford University 1999 — 2001
MA Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Claremont McKenna College 1992 — 1996
BA
A.A. Stagg High School 1988 — 1992
High School Diploma
Charter School Growth Fund July 2010 - Present
Aspire Public Schools April 2007 - August 2009
Portland Public Schools August 2005 - April 2007
Inner City Education Foundation August 2003 - July 2005
Steamboat Ventures LLC July 2001 - July 2003
JP Morgan Securities, Inc. June 1996 - July 1999
Education
Western Governors University 2003 — 2004
Teacher Credential Program
Stanford University 1999 — 2001
MA Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Claremont McKenna College 1992 — 1996
BA
A.A. Stagg High School 1988 — 1992
High School Diploma
Richard Kyle McDaniel, CFP ®'s J.P. Morgan Securities Inc. Experience 2007 - December 2012
Job Executive Director Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JP Morgan Securities, LLC October 2012 - Present
J.P. Morgan Securities Inc 2007 - December 2012
A.G. Edwards October 2005 - February 2007
Pegasus Solutions March 1997 - July 2005
Education
University of North Texas 1993 — 1996
BS, History
J.P. Morgan July 2015 - Present
JP Morgan Securities, LLC October 2012 - Present
J.P. Morgan Securities Inc 2007 - December 2012
A.G. Edwards October 2005 - February 2007
Pegasus Solutions March 1997 - July 2005
Education
University of North Texas 1993 — 1996
BS, History
Matthew Roggenburg's J.P. Morgan Securities Inc. Experience 1997 - 2007
Job Managing Director, Debt Strategies at PNC Capital Markets LLC
Industry Financial Services
Experience
PNC Capital Markets LLC November 2013 - Present
Cityview Capital Solutions, LLC October 2008 - November 2013
UBS Securities July 2007 - June 2008
JP Morgan July 1997 - July 2007
J.P. Morgan Securities Inc 1997 - 2007
Goldman Sachs August 1989 - July 1997
Connie Lee Insurance Company/Sallie Mae May 1987 - June 1989
S&B Insurance Services March 1984 - May 1987
Coopers & Lybrand August 1983 - March 1984
Skills
Capital Markets, Derivatives, Bonds, Risk Management, Securities, Financial Structuring, Structured Finance, Swaps, Finance, Financial Services, Management, Fixed Income, Investment Banking
Education
University of Pennsylvania 1979 — 1983
BS Economics, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics/Finance
PNC Capital Markets LLC November 2013 - Present
Cityview Capital Solutions, LLC October 2008 - November 2013
UBS Securities July 2007 - June 2008
JP Morgan July 1997 - July 2007
J.P. Morgan Securities Inc 1997 - 2007
Goldman Sachs August 1989 - July 1997
Connie Lee Insurance Company/Sallie Mae May 1987 - June 1989
S&B Insurance Services March 1984 - May 1987
Coopers & Lybrand August 1983 - March 1984
Skills
Capital Markets, Derivatives, Bonds, Risk Management, Securities, Financial Structuring, Structured Finance, Swaps, Finance, Financial Services, Management, Fixed Income, Investment Banking
Education
University of Pennsylvania 1979 — 1983
BS Economics, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics/Finance
Tom Eady Tom Eady's J.P. Morgan Securities Inc. Experience 1991 - 1995
Job Senior Policy Advisor at U.S. Securities and Exchange Commission
Industry Public Policy
Experience
U.S. Securities and Exchange Commission July 2010 - Present
Princeton, NJ 2009 - July 2010
Tradeweb Markets LLC 1997 - 2008
Risk Monitors Inc. 1995 - 1997
J.P. Morgan Securities Inc. 1991 - 1995
First Boston Corporation 1984 - 1990
Skills
Asset Management, Market Data, Fixed Income, Securities Regulation, Electronic Trading, Trading, Derivatives, Portfolio Management, Securities, Rates, Capital Markets, Financial Markets, Banking, Leadership, Management, Valuation, Hedge Funds, MBS, Equities, Start-ups, Dodd-Frank, Hedging
Education
University of Michigan
BA, Economics
Thunderbird School of Global Management
MA, International Management
U.S. Securities and Exchange Commission July 2010 - Present
Princeton, NJ 2009 - July 2010
Tradeweb Markets LLC 1997 - 2008
Risk Monitors Inc. 1995 - 1997
J.P. Morgan Securities Inc. 1991 - 1995
First Boston Corporation 1984 - 1990
Skills
Asset Management, Market Data, Fixed Income, Securities Regulation, Electronic Trading, Trading, Derivatives, Portfolio Management, Securities, Rates, Capital Markets, Financial Markets, Banking, Leadership, Management, Valuation, Hedge Funds, MBS, Equities, Start-ups, Dodd-Frank, Hedging
Education
University of Michigan
BA, Economics
Thunderbird School of Global Management
MA, International Management
Heidi Thompson, CFA Heidi Thompson, CFA's J.P. Morgan Securities Inc. Experience August 1995 - December 1996
Job Financial Services Executive
Industry Financial Services
Experience
Daiwa Asset Management February 2008 - December 2011
BBVA May 1998 - May 2002
Dexia Securities 2002 - 2002
Santander Bank, N.A. January 1997 - May 1998
JP Morgan Securities Inc August 1995 - December 1996
Offitbank March 1991 - August 1993
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Financial Analysis, Emerging Markets, Investments, Equity Valuation, Bloomberg, Stock Screening, Portfolio Construction, Spanish, German, Portuguese, Team Building, Industry Relationships, Basic Materials Sectors, Rare Earths, Telecoms Sector, Utilities Sector, Latin American Markets, Asset Managment, Mutual Funds, Alternative Investments, Valuation, Mergers & Acquisitions, Financial Markets, Hedge Funds, Derivatives, Bonds, Investment Banking, Stocks, Corporate Finance, Structured Finance, Industrial Sector, Due Diligence, Commodity, Private Equity, Securities, Investment Strategies, Investment Management, Investor Relations, Trading
Education
Columbia University in the City of New York 1993 — 1995
Master of Business Administration (MBA)
Columbia University - Columbia Business School
MBA
Penn State University
BS
Pennsylvania State University, State College
MA
Daiwa Asset Management February 2008 - December 2011
BBVA May 1998 - May 2002
Dexia Securities 2002 - 2002
Santander Bank, N.A. January 1997 - May 1998
JP Morgan Securities Inc August 1995 - December 1996
Offitbank March 1991 - August 1993
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Financial Analysis, Emerging Markets, Investments, Equity Valuation, Bloomberg, Stock Screening, Portfolio Construction, Spanish, German, Portuguese, Team Building, Industry Relationships, Basic Materials Sectors, Rare Earths, Telecoms Sector, Utilities Sector, Latin American Markets, Asset Managment, Mutual Funds, Alternative Investments, Valuation, Mergers & Acquisitions, Financial Markets, Hedge Funds, Derivatives, Bonds, Investment Banking, Stocks, Corporate Finance, Structured Finance, Industrial Sector, Due Diligence, Commodity, Private Equity, Securities, Investment Strategies, Investment Management, Investor Relations, Trading
Education
Columbia University in the City of New York 1993 — 1995
Master of Business Administration (MBA)
Columbia University - Columbia Business School
MBA
Penn State University
BS
Pennsylvania State University, State College
MA
Merrie Frankel Merrie Frankel's J.P. Morgan Securities Inc. Experience 1988 - 1990
Job VP/Senior Credit OfficerCommercial Real Estate Finance at Moody's Investors Service
Industry Real Estate
Experience
Columbia University 2008 - Present
NYU- Schack Real Estate Institute 2004 - Present
Moody's Investors Service 1998 - Present
Argo Funds-O'Connor Group 1996 - 1998
Ernst & Young 1994 - 1996
Cushman & Wakefield, Inc 1990 - 1994
JP Morgan Securities, Inc 1988 - 1990
Salomon Brothers Inc. 1983 - 1988
Skills
Valuation, Due Diligence, Corporate Finance, Real Estate Economics, Financial Modeling, Asset Management, Investments, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Real Estate, Financial Analysis, Commercial Real Estate, REIT, Credit Analysis, Credit Research, Board of Directors, Board Governance, Advisory Boards
Education
Hofstra Univ School of Law and Graduate School of Business
JD/MBA, Law, Tax, Finance
University of Pennsylvania
Bachelor of Arts (BA), English Language and Literature/Letters
Columbia University 2008 - Present
NYU- Schack Real Estate Institute 2004 - Present
Moody's Investors Service 1998 - Present
Argo Funds-O'Connor Group 1996 - 1998
Ernst & Young 1994 - 1996
Cushman & Wakefield, Inc 1990 - 1994
JP Morgan Securities, Inc 1988 - 1990
Salomon Brothers Inc. 1983 - 1988
Skills
Valuation, Due Diligence, Corporate Finance, Real Estate Economics, Financial Modeling, Asset Management, Investments, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Real Estate, Financial Analysis, Commercial Real Estate, REIT, Credit Analysis, Credit Research, Board of Directors, Board Governance, Advisory Boards
Education
Hofstra Univ School of Law and Graduate School of Business
JD/MBA, Law, Tax, Finance
University of Pennsylvania
Bachelor of Arts (BA), English Language and Literature/Letters
René Kiehn René Kiehn's J.P. Morgan Securities Inc. Experience February 1999 - December 2007
Job Senior Vice President/ Senior Relationship Manager at Capital One
Industry Banking
Experience
Capital One July 2015 - Present
BBVA Compass August 2011 - June 2015
TurnPoint Capital Partners October 2008 - September 2011
MHT Partners January 2008 - October 2008
J.P. Morgan Securities Inc. February 1999 - December 2007
JPMorgan Chase February 1999 - December 2007
Arthur Andersen LLC May 1996 - January 1999
Skills
Private Equity, Banking, Equities, Investment Banking, Financial Modeling, Financial Advisory, Mergers & Acquisitions, Mergers, Corporate Finance, Loan Origination, Investments, Commercial Banking, Strategy, Valuation, Capital Markets, Commercial Lending, Credit, Due Diligence, Financial Analysis, Financial Structuring, Middle Market, Portfolio Management, Structured Finance
Education
Southern Methodist University - Cox School of Business 1996 — 1998
BBA Finance, Finance
Hermann-Hesse Gymnasium (Berlin, Germany)
Abitur
Capital One July 2015 - Present
BBVA Compass August 2011 - June 2015
TurnPoint Capital Partners October 2008 - September 2011
MHT Partners January 2008 - October 2008
J.P. Morgan Securities Inc. February 1999 - December 2007
JPMorgan Chase February 1999 - December 2007
Arthur Andersen LLC May 1996 - January 1999
Skills
Private Equity, Banking, Equities, Investment Banking, Financial Modeling, Financial Advisory, Mergers & Acquisitions, Mergers, Corporate Finance, Loan Origination, Investments, Commercial Banking, Strategy, Valuation, Capital Markets, Commercial Lending, Credit, Due Diligence, Financial Analysis, Financial Structuring, Middle Market, Portfolio Management, Structured Finance
Education
Southern Methodist University - Cox School of Business 1996 — 1998
BBA Finance, Finance
Hermann-Hesse Gymnasium (Berlin, Germany)
Abitur
Patrick Corcoran Patrick Corcoran's J.P. Morgan Securities Inc. Experience November 1997 - April 2005
Job CMBS and Real Estate Research
Industry Commercial Real Estate
Experience
CreXus Investment Corp. 2009 - 2013
Central Michigan University July 2006 - August 2012
Property Portfolio Research (now part of CoStar Group) 2007 - 2009
J.P. Morgan Securities Inc. November 1997 - April 2005
Nomura Securities January 1994 - November 1997
Prudential Financial 1985 - 1993
Federal Reserve Bank of New York 1972 - 1985
Skills
Microsoft Excel, Real Estate, CMBS, Financial Analysis, Securities, Valuation, Asset Managment, Microsoft Office, Commercial Real Estate, Asset Management, Portfolio Management, Due Diligence, Investments, Real Estate Economics, Finance, Loans, Financial Modeling, Mortgage Lending, Risk Management, Credit Analysis, Economics, Banking
Education
University of Michigan
Doctor of Philosophy (Ph.D.), Economics
University of Michigan 1968 — 1972
Master of Arts (M.A.), Mathematical Statistics and Probability
CreXus Investment Corp. 2009 - 2013
Central Michigan University July 2006 - August 2012
Property Portfolio Research (now part of CoStar Group) 2007 - 2009
J.P. Morgan Securities Inc. November 1997 - April 2005
Nomura Securities January 1994 - November 1997
Prudential Financial 1985 - 1993
Federal Reserve Bank of New York 1972 - 1985
Skills
Microsoft Excel, Real Estate, CMBS, Financial Analysis, Securities, Valuation, Asset Managment, Microsoft Office, Commercial Real Estate, Asset Management, Portfolio Management, Due Diligence, Investments, Real Estate Economics, Finance, Loans, Financial Modeling, Mortgage Lending, Risk Management, Credit Analysis, Economics, Banking
Education
University of Michigan
Doctor of Philosophy (Ph.D.), Economics
University of Michigan 1968 — 1972
Master of Arts (M.A.), Mathematical Statistics and Probability
Milo Chan Milo Chan's J.P. Morgan Securities Inc. Experience October 1991 - June 1995
Job Independent Consultant at Vestant Corporation
Industry Information Technology and Services
Experience
Vestant Corporation November 2009 - Present
Rimes Technologies Corp. March 2007 - November 2009
Bloomberg LP November 2002 - December 2006
Vestant LLC January 1999 - November 2002
J.P. Morgan & Co. September 1996 - January 1999
BSG Corp. June 1995 - August 1996
J.P. Morgan Securities, Inc. October 1991 - June 1995
Lehman Brothers December 1989 - October 1991
Envort-Gray Corp. September 1987 - December 1989
Skills
Software Development, Market Data, Agile Methodologies, Equities, Integration, Enterprise Software, Fixed Income, Management, Scrum, Financial Markets, Outsourcing, Analysis, PMP, Project Management, Process Improvement, Object Oriented Design, Rapid Prototyping
Education
Cornell University 1982 — 1987
B.Sc.
Stuyvesant 1978 — 1982
Vestant Corporation November 2009 - Present
Rimes Technologies Corp. March 2007 - November 2009
Bloomberg LP November 2002 - December 2006
Vestant LLC January 1999 - November 2002
J.P. Morgan & Co. September 1996 - January 1999
BSG Corp. June 1995 - August 1996
J.P. Morgan Securities, Inc. October 1991 - June 1995
Lehman Brothers December 1989 - October 1991
Envort-Gray Corp. September 1987 - December 1989
Skills
Software Development, Market Data, Agile Methodologies, Equities, Integration, Enterprise Software, Fixed Income, Management, Scrum, Financial Markets, Outsourcing, Analysis, PMP, Project Management, Process Improvement, Object Oriented Design, Rapid Prototyping
Education
Cornell University 1982 — 1987
B.Sc.
Stuyvesant 1978 — 1982
Brian Shepard, CRPS® Brian Shepard, CRPS®'s J.P. Morgan Securities Inc. Experience August 2007 - September 2013
Job Financial Advisor with Parkview Capital Advisors of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
JP Morgan Securities, Inc. August 2007 - September 2013
Smith Barney June 2005 - August 2007
Legg Mason November 2003 - May 2005
Skills
Portfolio Management, Equities, Relationship Management, Risk Management, Estate Planning, Series 7, Series 63, Series 65, Due Diligence, Securities, Investments, Asset Allocation, Asset Managment, Private Equity, Hedge Funds, Wealth Management, Mutual Funds, Loans, Asset Management, Strategic Financial..., Fixed Income, Capital Markets, Valuation, Credit, Alternative Investments, Investment Banking, Financial Services, Financial Analysis, Bloomberg, Retirement, Investment Strategies, Retirement Planning, Separately Managed..., Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Life Insurance, Insurance
Education
University of Colorado at Boulder 1996 — 2002
Economics, Economics
Columbus Academy 1984 — 1996
Raymond James Financial Inc. September 2013 - Present
JP Morgan Securities, Inc. August 2007 - September 2013
Smith Barney June 2005 - August 2007
Legg Mason November 2003 - May 2005
Skills
Portfolio Management, Equities, Relationship Management, Risk Management, Estate Planning, Series 7, Series 63, Series 65, Due Diligence, Securities, Investments, Asset Allocation, Asset Managment, Private Equity, Hedge Funds, Wealth Management, Mutual Funds, Loans, Asset Management, Strategic Financial..., Fixed Income, Capital Markets, Valuation, Credit, Alternative Investments, Investment Banking, Financial Services, Financial Analysis, Bloomberg, Retirement, Investment Strategies, Retirement Planning, Separately Managed..., Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Life Insurance, Insurance
Education
University of Colorado at Boulder 1996 — 2002
Economics, Economics
Columbus Academy 1984 — 1996
Elizabeth Locksley Elizabeth Locksley's J.P. Morgan Securities Inc. Experience June 1993 - January 2001
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan Asset Management February 2009 - April 2013
J.P. Morgan Asset Management February 2001 - January 2008
J.P. Morgan Securities Inc. June 1993 - January 2001
BT Securities August 1987 - April 1993
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Financial Markets, Bonds, Series 7, Finance, Asset Management, Asset Allocation, Structured Products
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA)
Northwestern University 1979 — 1983
B.A., Economics
Pine Crest School
J.P. Morgan May 2013 - Present
J.P. Morgan Asset Management February 2009 - April 2013
J.P. Morgan Asset Management February 2001 - January 2008
J.P. Morgan Securities Inc. June 1993 - January 2001
BT Securities August 1987 - April 1993
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Financial Markets, Bonds, Series 7, Finance, Asset Management, Asset Allocation, Structured Products
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (MBA)
Northwestern University 1979 — 1983
B.A., Economics
Pine Crest School
Becky Bailey Becky Bailey's J.P. Morgan Securities Inc. Experience July 2005 - June 2010
Job Director of Finance and Operations at Nisolo
Industry Retail
Experience
Nisolo March 2014 - Present
Agora Partnerships July 2013 - March 2014
Agora Partnerships May 2012 - June 2013
Parnassus Investments June 2011 - August 2011
J.P. Morgan Securities Inc. July 2005 - June 2010
Skills
Financial Modeling, Valuation, Investment Banking, Emerging Markets, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Entrepreneurship, Economics, Mergers, Equities, Capital Markets, Business Analysis, Asset Management, Mergers & Acquisitions, Risk Management, Finance
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Management
Smith College 2001 — 2005
BA, Economics&Mathematics
Nisolo March 2014 - Present
Agora Partnerships July 2013 - March 2014
Agora Partnerships May 2012 - June 2013
Parnassus Investments June 2011 - August 2011
J.P. Morgan Securities Inc. July 2005 - June 2010
Skills
Financial Modeling, Valuation, Investment Banking, Emerging Markets, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Entrepreneurship, Economics, Mergers, Equities, Capital Markets, Business Analysis, Asset Management, Mergers & Acquisitions, Risk Management, Finance
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Management
Smith College 2001 — 2005
BA, Economics&Mathematics
Scott Horton Scott Horton's J.P. Morgan Securities Inc. Experience January 1993 - January 2001
Job Portfolio Manager
Industry Investment Management
Experience
PC Opportunity September 2010 - Present
Natixis Capital Markets, Inc. April 2006 - March 2009
Merrill Lynch & Company July 2004 - June 2005
Barclays Capital January 2001 - August 2004
JP MORGAN SECURITIES INC January 1993 - January 2001
Ramapo Bank January 1991 - January 1993
W. Scott Horton Construction January 1989 - January 1991
Printon Kane & Company January 1988 - January 1989
First Interstate Bank January 1987 - January 1988
Equitable Life Assurance January 1984 - January 1987
Skills
Portfolio Management, Equities, Interest Rate..., Asset Management, Trading, Fixed Income, Asset Managment
Education
Lehigh University 1980 — 1984
BA, International Finance
PC Opportunity September 2010 - Present
Natixis Capital Markets, Inc. April 2006 - March 2009
Merrill Lynch & Company July 2004 - June 2005
Barclays Capital January 2001 - August 2004
JP MORGAN SECURITIES INC January 1993 - January 2001
Ramapo Bank January 1991 - January 1993
W. Scott Horton Construction January 1989 - January 1991
Printon Kane & Company January 1988 - January 1989
First Interstate Bank January 1987 - January 1988
Equitable Life Assurance January 1984 - January 1987
Skills
Portfolio Management, Equities, Interest Rate..., Asset Management, Trading, Fixed Income, Asset Managment
Education
Lehigh University 1980 — 1984
BA, International Finance
Donna Ciccimarro Melega Donna Ciccimarro Melega's J.P. Morgan Securities Inc. Experience 1999 - 2008
Job Municipal Sales/Trading/Public Finance
Industry Capital Markets
Experience
JPMorgan 1999 - 2008
J.P. Morgan Securities Inc. 1999 - 2008
Merrill Lynch 1984 - 1998
Skills
Bonds, Portfolio Management, Banking, Bloomberg, Capital Markets, Fixed Income, Trading
Education
Monmouth University
Bachelor of Arts, Cum Laude, English Education with minor in Business Administration
JPMorgan 1999 - 2008
J.P. Morgan Securities Inc. 1999 - 2008
Merrill Lynch 1984 - 1998
Skills
Bonds, Portfolio Management, Banking, Bloomberg, Capital Markets, Fixed Income, Trading
Education
Monmouth University
Bachelor of Arts, Cum Laude, English Education with minor in Business Administration
Hugh Boston Hugh Boston's J.P. Morgan Securities Inc. Experience July 2002 - May 2006
Job Vice President, Corporate Finance and Corporate Development at IPG
Industry Marketing and Advertising
Experience
Interpublic Group April 2014 - Present
Interpublic Group February 2010 - April 2014
Global China Holdings July 2009 - February 2010
UBS Investment Bank July 2007 - December 2008
Banc of America Securities 2006 - 2007
J.P. Morgan Securities, Inc. July 2002 - May 2006
Bradley Arant Rose & White LLP September 1995 - June 2000
Skills
Corporate Development, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Financial Modeling, Equities, Business Strategy, Strategic Partnerships, Mergers, Emerging Markets, Treasury Management
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Columbia Law School 1992 — 1995
JD, Law
University of Alabama
BA, Economics
Interpublic Group April 2014 - Present
Interpublic Group February 2010 - April 2014
Global China Holdings July 2009 - February 2010
UBS Investment Bank July 2007 - December 2008
Banc of America Securities 2006 - 2007
J.P. Morgan Securities, Inc. July 2002 - May 2006
Bradley Arant Rose & White LLP September 1995 - June 2000
Skills
Corporate Development, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Financial Modeling, Equities, Business Strategy, Strategic Partnerships, Mergers, Emerging Markets, Treasury Management
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Columbia Law School 1992 — 1995
JD, Law
University of Alabama
BA, Economics
Jordan Czeizler Jordan Czeizler's J.P. Morgan Securities Inc. Experience March 2004 - June 2006
Job Managing Director at CoMetrics Partners LLC
Industry Logistics and Supply Chain
Experience
CoMetrics Partners LLC May 2009 - Present
HSBC Securities July 2006 - April 2009
J.P. Morgan Securities Inc. March 2004 - June 2006
JPMorgan Chase Bank August 2001 - March 2004
Skills
Investment Banking, Financial Analysis, Corporate Finance
Education
The George Washington University 1997 — 2001
BBA, Business Economics & Public Policy
Livingston High School
CoMetrics Partners LLC May 2009 - Present
HSBC Securities July 2006 - April 2009
J.P. Morgan Securities Inc. March 2004 - June 2006
JPMorgan Chase Bank August 2001 - March 2004
Skills
Investment Banking, Financial Analysis, Corporate Finance
Education
The George Washington University 1997 — 2001
BBA, Business Economics & Public Policy
Livingston High School
Scott Quehl Scott Quehl's J.P. Morgan Securities Inc. Experience 2008 - 2009
Job Principal Director, Accenture Federal Services
Industry Management Consulting
Experience
Accenture Federal Services August 2013 - Present
United States Department of Commerce 2009 - 2013
Public Resources Advisory Group 2009 - 2009
JP Morgan Securities, Inc. 2008 - 2009
Public Financial Management, Inc. 1997 - 2007
Metropolitan Police Department, District of Columbia 1997 - 1998
Executive Office of the President of the United States, OMB 1995 - 1997
The World Bank/International Bank for Reconstruction & Development 1993 - 1995
United States Peace Corps 1989 - 1991
Skills
Finance, Management, Government, Strategic Planning, Management Consulting, Policy, Program Management, Analysis, Strategy, Change Management, Business Strategy, Economics, Policy Analysis, Financial Analysis, Public Policy, Farming, Marks Good...
Education
University of Pennsylvania 1991 — 1993
Master's of Government Administration, Public finance and administration
Lawrence University 1984 — 1988
B.A. Political Science and History
Accenture Federal Services August 2013 - Present
United States Department of Commerce 2009 - 2013
Public Resources Advisory Group 2009 - 2009
JP Morgan Securities, Inc. 2008 - 2009
Public Financial Management, Inc. 1997 - 2007
Metropolitan Police Department, District of Columbia 1997 - 1998
Executive Office of the President of the United States, OMB 1995 - 1997
The World Bank/International Bank for Reconstruction & Development 1993 - 1995
United States Peace Corps 1989 - 1991
Skills
Finance, Management, Government, Strategic Planning, Management Consulting, Policy, Program Management, Analysis, Strategy, Change Management, Business Strategy, Economics, Policy Analysis, Financial Analysis, Public Policy, Farming, Marks Good...
Education
University of Pennsylvania 1991 — 1993
Master's of Government Administration, Public finance and administration
Lawrence University 1984 — 1988
B.A. Political Science and History
Martin McGuire Martin McGuire's J.P. Morgan Securities Inc. Experience March 1987 - March 2004
Job Managing Director at TJM Investments, LLC
Industry Financial Services
Experience
TJM Investments, LLC September 2011 - Present
X-Change Financial Access January 2011 - August 2011
MF Global April 2008 - December 2010
RJ O'Brien and Associates March 2004 - March 2008
JP Morgan Securities Inc March 1987 - March 2004
Goldman Sachs March 1984 - March 1987
Merrill Lynch March 1983 - March 1984
Skills
Investments, Financial Markets, Electronic Trading, Technical Analysis, Derivatives, Bonds, Options, Fixed Income, Brokerage, Securities, Equity Derivatives, Arbitrage, Portfolio Management, Swaps, Trading, Hedge Funds, Commodity, Managed Futures, Hedging, Equities, Asset Management, Risk Management, Bloomberg, Capital Markets, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Northern Illinois University 1980 — 1982
BS, Finance
TJM Investments, LLC September 2011 - Present
X-Change Financial Access January 2011 - August 2011
MF Global April 2008 - December 2010
RJ O'Brien and Associates March 2004 - March 2008
JP Morgan Securities Inc March 1987 - March 2004
Goldman Sachs March 1984 - March 1987
Merrill Lynch March 1983 - March 1984
Skills
Investments, Financial Markets, Electronic Trading, Technical Analysis, Derivatives, Bonds, Options, Fixed Income, Brokerage, Securities, Equity Derivatives, Arbitrage, Portfolio Management, Swaps, Trading, Hedge Funds, Commodity, Managed Futures, Hedging, Equities, Asset Management, Risk Management, Bloomberg, Capital Markets, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Northern Illinois University 1980 — 1982
BS, Finance
John M. McKenna John M. McKenna's J.P. Morgan Securities Inc. Experience 1992 - 2008
Job President & CEO at Tompkins Bank of Castile
Industry Banking
Experience
Tompkins Bank of Castile January 2015 - Present
Tompkins Bank of Castile April 2009 - Present
JPMorgan Chase November 1992 - December 2008
JP Morgan Securities Inc. 1992 - 2008
Skills
Syndications, Asset Based Lending, Leveraged Finance
Education
University of Rochester - Simon Business School 1988 — 1992
MBA, Finance & Marketing
University of Rochester 1984 — 1988
BA, Economics
Tompkins Bank of Castile January 2015 - Present
Tompkins Bank of Castile April 2009 - Present
JPMorgan Chase November 1992 - December 2008
JP Morgan Securities Inc. 1992 - 2008
Skills
Syndications, Asset Based Lending, Leveraged Finance
Education
University of Rochester - Simon Business School 1988 — 1992
MBA, Finance & Marketing
University of Rochester 1984 — 1988
BA, Economics
Thomas Newman Thomas Newman's J.P. Morgan Securities Inc. Experience 1992 - 1997
Job Managing Partner at Newman Resource Group
Industry Human Resources
Experience
Newman Resource Group May 2008 - Present
RBS Greenwich Capital 2004 - 2007
Greenwich Capital Markets 2001 - 2004
JP Morgan Chase 2000 - 2001
JP Morgan 1997 - 2000
JP Morgan Securities Inc. 1992 - 1997
Morgan Guaranty Trust 1991 - 1992
Skills
Middle Office, Derivatives, Project Management, Fixed Income, Financial Services, Capital Markets, Back Office, Banking, Executive Search, Talent Acquisition, Recruiting, Hedge Funds, Finance, Relationship Management, Business Analysis, Operational Risk, Consulting, Management
Education
Siena College 1987 — 1991
B.S., Marketing & Management
Newman Resource Group May 2008 - Present
RBS Greenwich Capital 2004 - 2007
Greenwich Capital Markets 2001 - 2004
JP Morgan Chase 2000 - 2001
JP Morgan 1997 - 2000
JP Morgan Securities Inc. 1992 - 1997
Morgan Guaranty Trust 1991 - 1992
Skills
Middle Office, Derivatives, Project Management, Fixed Income, Financial Services, Capital Markets, Back Office, Banking, Executive Search, Talent Acquisition, Recruiting, Hedge Funds, Finance, Relationship Management, Business Analysis, Operational Risk, Consulting, Management
Education
Siena College 1987 — 1991
B.S., Marketing & Management
Scott Pittman Scott Pittman's J.P. Morgan Securities Inc. Experience June 2006 - February 2012
Job Vice President Finance at Cobalt International Energy
Industry Oil & Energy
Experience
Cobalt International Energy June 2015 - Present
Aethon Energy February 2014 - June 2015
J.P. Morgan February 2012 - February 2014
J.P. Morgan Securities Inc. June 2006 - February 2012
United States Marine Corps June 1999 - August 2004
Skills
Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Risk Management, Fixed Income, Investment Banking, Portfolio Management, Mergers & Acquisitions, Investments, Asset Management, Bloomberg, Hedge Funds, Venture Capital, Equity Research, Strategy, Loan Origination, Financial Structuring, Hedging
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
University of Oklahoma - Price College of Business 1994 — 1999
BBA, Information Systems
Cobalt International Energy June 2015 - Present
Aethon Energy February 2014 - June 2015
J.P. Morgan February 2012 - February 2014
J.P. Morgan Securities Inc. June 2006 - February 2012
United States Marine Corps June 1999 - August 2004
Skills
Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Risk Management, Fixed Income, Investment Banking, Portfolio Management, Mergers & Acquisitions, Investments, Asset Management, Bloomberg, Hedge Funds, Venture Capital, Equity Research, Strategy, Loan Origination, Financial Structuring, Hedging
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
University of Oklahoma - Price College of Business 1994 — 1999
BBA, Information Systems
Chad Kahunahana's J.P. Morgan Securities Inc. Experience 2006 - 2007
Job Founder, Citizen, Dreamer, Technologist, Investor
Industry Venture Capital & Private Equity
Experience
Experience Hawaii Tours LLC October 2011 - Present
Startup Hawaii March 2012 - Present
Merchant Street Capital January 2011 - Present
Next Door Partners February 2010 - December 2013
Horsley Bridge Partners October 2007 - January 2010
J.P. Morgan Securities Inc. 2006 - 2007
JPMorgan June 2005 - August 2005
Jefferies & Company November 2004 - May 2005
Procter & Gamble 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Alternative Investments, Investment Advisory, Business Strategy, Strategic Analysis, Small Business, Entrepreneurship, E-commerce, Web Analytics, Social Entrepreneurship, Quantitative Analysis, Quantitative Finance, Accounting, Venture Capital, Analysis, Marketing, Analytics, Investments, Strategy, Start-ups, Valuation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Majors: Business Honors Program and Finance. Minors: Management Science & Information and Sociology
Experience Hawaii Tours LLC October 2011 - Present
Startup Hawaii March 2012 - Present
Merchant Street Capital January 2011 - Present
Next Door Partners February 2010 - December 2013
Horsley Bridge Partners October 2007 - January 2010
J.P. Morgan Securities Inc. 2006 - 2007
JPMorgan June 2005 - August 2005
Jefferies & Company November 2004 - May 2005
Procter & Gamble 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Alternative Investments, Investment Advisory, Business Strategy, Strategic Analysis, Small Business, Entrepreneurship, E-commerce, Web Analytics, Social Entrepreneurship, Quantitative Analysis, Quantitative Finance, Accounting, Venture Capital, Analysis, Marketing, Analytics, Investments, Strategy, Start-ups, Valuation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Majors: Business Honors Program and Finance. Minors: Management Science & Information and Sociology
Angel M Rios's J.P. Morgan Securities Inc. Experience January 1992 - June 1998
Job Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG - Union Bank, N.A. July 2012 - Present
Financial Services Consulting January 2012 - January 2014
EduNurse, Inc. 2009 - 2013
IDB Bank March 2010 - January 2012
Citibank, International Personal Banking Group January 2008 - March 2010
Banco de Chile, NY November 2005 - December 2007
Market Resolve, LLC January 2002 - October 2005
JP Morgan - Chase August 2000 - December 2001
J.P. Morgan, Mexico City, Mexico July 1998 - July 2000
JP Morgan Securities, Inc January 1992 - June 1998
Skills
Banking, Budgets, Business Planning, Business Process..., Capital Markets, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Risk, Financial Services, Investment Banking, Leadership, Management, Operations Management, Project Management, Risk Management, Securities, Strategy
Education
Pace University - Lubin School of Business 1977 — 1980
Business Management
Pace University: BBA
BBA, Marketing Management
MUFG - Union Bank, N.A. July 2012 - Present
Financial Services Consulting January 2012 - January 2014
EduNurse, Inc. 2009 - 2013
IDB Bank March 2010 - January 2012
Citibank, International Personal Banking Group January 2008 - March 2010
Banco de Chile, NY November 2005 - December 2007
Market Resolve, LLC January 2002 - October 2005
JP Morgan - Chase August 2000 - December 2001
J.P. Morgan, Mexico City, Mexico July 1998 - July 2000
JP Morgan Securities, Inc January 1992 - June 1998
Skills
Banking, Budgets, Business Planning, Business Process..., Capital Markets, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Risk, Financial Services, Investment Banking, Leadership, Management, Operations Management, Project Management, Risk Management, Securities, Strategy
Education
Pace University - Lubin School of Business 1977 — 1980
Business Management
Pace University: BBA
BBA, Marketing Management
Jon Westberg Jon Westberg's J.P. Morgan Securities Inc. Experience July 2004 - August 2008
Job Senior Vice President, Sponsor Coverage at PNC
Industry Banking
Experience
PNC Business Credit April 2015 - Present
The PrivateBank May 2013 - April 2015
Lake Capital August 2008 - April 2013
J.P. Morgan Securities Inc. July 2004 - August 2008
Bank One June 2002 - June 2004
Skills
Leveraged Finance, Commercial Banking, Private Equity, Syndications, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Managerial/Organizational Behavior; Entrepreneurship
Miami University 1998 — 2002
Bachelor's Degree, Finance; Management Information Systems
PNC Business Credit April 2015 - Present
The PrivateBank May 2013 - April 2015
Lake Capital August 2008 - April 2013
J.P. Morgan Securities Inc. July 2004 - August 2008
Bank One June 2002 - June 2004
Skills
Leveraged Finance, Commercial Banking, Private Equity, Syndications, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Managerial/Organizational Behavior; Entrepreneurship
Miami University 1998 — 2002
Bachelor's Degree, Finance; Management Information Systems
Bogdan Fleschiu Bogdan Fleschiu's J.P. Morgan Securities Inc. Experience February 2013 - July 2014
Job Executive Director, Hedge Fund Consulting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan Securities Inc. February 2013 - July 2014
J.P. Morgan Securities Inc. September 2011 - January 2013
J.P. Morgan Securities Inc. March 2008 - September 2011
Bear, Stearns & Co. Inc. November 2006 - March 2008
Bear, Stearns & Co. Inc. June 2003 - November 2006
Skills
Equities, Hedge Funds, Investment Management, Prime Brokerage, Strategy, Asset Allocation, Business Development, Alternative Investments, Capital Markets, Financial Risk, Securities, Derivatives, Investments, Financial Modeling, Portfolio Management, Risk Management, Trading
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2003
MBA
Vanderbilt University Law School 1999 — 2003
JD
University of Richmond 1995 — 1999
BA
University of Richmond - Robins School of Business 1995 — 1999
BSBA
The London School of Economics and Political Science (LSE) 1997 — 1997
J.P. Morgan August 2014 - Present
J.P. Morgan Securities Inc. February 2013 - July 2014
J.P. Morgan Securities Inc. September 2011 - January 2013
J.P. Morgan Securities Inc. March 2008 - September 2011
Bear, Stearns & Co. Inc. November 2006 - March 2008
Bear, Stearns & Co. Inc. June 2003 - November 2006
Skills
Equities, Hedge Funds, Investment Management, Prime Brokerage, Strategy, Asset Allocation, Business Development, Alternative Investments, Capital Markets, Financial Risk, Securities, Derivatives, Investments, Financial Modeling, Portfolio Management, Risk Management, Trading
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2003
MBA
Vanderbilt University Law School 1999 — 2003
JD
University of Richmond 1995 — 1999
BA
University of Richmond - Robins School of Business 1995 — 1999
BSBA
The London School of Economics and Political Science (LSE) 1997 — 1997
Michael Fenstermacher's J.P. Morgan Securities Inc. Experience April 2004 - April 2008
Job Executive Director at Highbridge Principal Strategies, LLC
Industry Investment Management
Experience
Highbridge Principal Strategies, LLC April 2008 - Present
J.P. Morgan Securities Inc. April 2004 - April 2008
Banc One Capital Markets, Inc. August 2003 - April 2004
Bank One, NA June 2002 - August 2003
Martin Capital Management May 2001 - August 2001
Skills
Loans, Securities, Investments, Capital Markets, Banking, Private Equity, Investment Banking, Valuation, Financial Modeling, Fixed Income, Credit, Loan Origination, Equities, Corporate Finance, Portfolio Management, Derivatives, Due Diligence, Credit Risk, Bloomberg, Hedge Funds, Credit Analysis, Financial Analysis, Asset Managment, Mergers
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science, Finance
Highbridge Principal Strategies, LLC April 2008 - Present
J.P. Morgan Securities Inc. April 2004 - April 2008
Banc One Capital Markets, Inc. August 2003 - April 2004
Bank One, NA June 2002 - August 2003
Martin Capital Management May 2001 - August 2001
Skills
Loans, Securities, Investments, Capital Markets, Banking, Private Equity, Investment Banking, Valuation, Financial Modeling, Fixed Income, Credit, Loan Origination, Equities, Corporate Finance, Portfolio Management, Derivatives, Due Diligence, Credit Risk, Bloomberg, Hedge Funds, Credit Analysis, Financial Analysis, Asset Managment, Mergers
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science, Finance
Garett Stoffels Garett Stoffels's J.P. Morgan Securities Inc. Experience 2005 - 2007
Job Partner, Cantor Fitzgerald and BGC Partners; Head of Equity Capital Markets, Newmark Grubb Knight Frank
Industry Financial Services
Experience
Newmark Grubb Knight Frank, a BGC Partners company and affiliate of Cantor Fitzgerald May 2014 - Present
BGC Partners, a public affiliate of Cantor Fitzgerald June 2012 - Present
Cantor Fitzgerald November 2009 - Present
Atlantic Pacific Capital 2008 - 2009
Bear Stearns & Co. (acquired by J.P. Morgan in 2008) 2007 - 2008
J.P. Morgan Securities Inc. 2005 - 2007
Credit Suisse First Boston 2000 - 2004
Arthur Andersen & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Equity Capital Markets, Equity Fund Placements, Equity Joint Ventures, Real Estate, Gaming & Lodging, Debt Capital Markets, Mezzanine Financing, Preferred Equity, Project Finance, Construction Finance
Education
Duke University - Fuqua School of Business 1998 — 2000
MBA, Emphasis in Finance, Fuqua Scholar
University of California, Santa Barbara 1992 — 1994
BA, Business Economics, Highest Honors
Newmark Grubb Knight Frank, a BGC Partners company and affiliate of Cantor Fitzgerald May 2014 - Present
BGC Partners, a public affiliate of Cantor Fitzgerald June 2012 - Present
Cantor Fitzgerald November 2009 - Present
Atlantic Pacific Capital 2008 - 2009
Bear Stearns & Co. (acquired by J.P. Morgan in 2008) 2007 - 2008
J.P. Morgan Securities Inc. 2005 - 2007
Credit Suisse First Boston 2000 - 2004
Arthur Andersen & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Equity Capital Markets, Equity Fund Placements, Equity Joint Ventures, Real Estate, Gaming & Lodging, Debt Capital Markets, Mezzanine Financing, Preferred Equity, Project Finance, Construction Finance
Education
Duke University - Fuqua School of Business 1998 — 2000
MBA, Emphasis in Finance, Fuqua Scholar
University of California, Santa Barbara 1992 — 1994
BA, Business Economics, Highest Honors
R. Conrad Johnson R. Conrad Johnson's J.P. Morgan Securities Inc. Experience 2002 - 2007
Job Chief Operating Officer Americas, Hedge Fund & Institutional Relationship Management at BNP Paribas
Industry Banking
Experience
BNP Paribas 2007 - Present
J.P. Morgan Securities, Inc. 2002 - 2007
J.P. Morgan Asset Management 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
Worldco, LLC – A.F. Bruan 1998 - 1998
Los Alamos National Laboratory 1992 - 1997
US Army 1985 - 1987
Skills
Leadership, Relationship Management, Sales Management, Hedge Funds, Pension Funds, Asset Management, Negotiation
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1989 — 1992
Bachelor of Arts (BA), Cinema/Television, 3.76
BNP Paribas 2007 - Present
J.P. Morgan Securities, Inc. 2002 - 2007
J.P. Morgan Asset Management 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
Worldco, LLC – A.F. Bruan 1998 - 1998
Los Alamos National Laboratory 1992 - 1997
US Army 1985 - 1987
Skills
Leadership, Relationship Management, Sales Management, Hedge Funds, Pension Funds, Asset Management, Negotiation
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1989 — 1992
Bachelor of Arts (BA), Cinema/Television, 3.76
Samuel H Srochi Samuel H Srochi's J.P. Morgan Securities Inc. Experience May 2005 - Present
Job Financial Services Executive (institutional and HNW asset/liability management, CRE finance and nonprofit consulting)
Industry Investment Management
Experience
J.P. Morgan Securities, Inc. May 2005 - Present
UBS October 1999 - May 2005
Robinson-Humphrey Co, Inc January 1987 - October 1999
Skills
Asset Allocation, Real Estate, Rebalancing, Investments, Equities, Securities, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management
Education
The University of Georgia 1977 — 1982
BA, English Literature
J.P. Morgan Securities, Inc. May 2005 - Present
UBS October 1999 - May 2005
Robinson-Humphrey Co, Inc January 1987 - October 1999
Skills
Asset Allocation, Real Estate, Rebalancing, Investments, Equities, Securities, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management
Education
The University of Georgia 1977 — 1982
BA, English Literature
Sal Tiano's J.P. Morgan Securities Inc. Experience January 1991 - Present
Job Managing Director, J.P. Morgan Securities Inc.
Industry Investment Management
Experience
Town Sports Group (holding company for Pure Hockey and Commonwealth Lacrosse) January 2002 - Present
J.P. Morgan Securities Inc. January 1991 - Present
Bear Stearns January 1991 - March 2008
Education
Dartmouth College 1984 — 1988
BA, Economics, Psychology
Town Sports Group (holding company for Pure Hockey and Commonwealth Lacrosse) January 2002 - Present
J.P. Morgan Securities Inc. January 1991 - Present
Bear Stearns January 1991 - March 2008
Education
Dartmouth College 1984 — 1988
BA, Economics, Psychology
Ryan Robinson Ryan Robinson's J.P. Morgan Securities Inc. Experience July 2007 - June 2008
Job Executive Director at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Scotiabank August 2008 - August 2010
JP Morgan Securities, Inc. July 2007 - June 2008
Tesoro June 2006 - August 2006
Alaska Tanker Company June 1999 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
United States Merchant Marine Academy 1995 — 1999
B.S.
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Scotiabank August 2008 - August 2010
JP Morgan Securities, Inc. July 2007 - June 2008
Tesoro June 2006 - August 2006
Alaska Tanker Company June 1999 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
United States Merchant Marine Academy 1995 — 1999
B.S.
Sarah Garrett Sarah Garrett's J.P. Morgan Securities Inc. Experience 2008 - August 2009
Job Senior Loan Officer at Low Income Investment Fund
Industry Financial Services
Experience
Low Income Investment Fund September 2014 - Present
Santa Cruz Community Credit Union February 2014 - August 2014
Low Income Investment Fund 2012 - February 2014
Low Income Investment Fund July 2011 - November 2012
Low Income Investment Fund August 2009 - July 2011
J.P. Morgan Securities Inc. 2008 - August 2009
U.S. Senate August 2004 - June 2006
Congressional Hunger Center 2003 - 2004
Skills
Affordable Housing, Financial Analysis, Policy Analysis, Economic Development, Asset Managment, Non-profits, Public Finance, Real Estate, Credit, Real Estate Development, Nonprofits, Portfolio Management, Real Estate Financing, Community Development, Underwriting, Real Estate Economics
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Wellesley College 1999 — 2003
Bachelor of Arts (B.A.), Urban Studies
Low Income Investment Fund September 2014 - Present
Santa Cruz Community Credit Union February 2014 - August 2014
Low Income Investment Fund 2012 - February 2014
Low Income Investment Fund July 2011 - November 2012
Low Income Investment Fund August 2009 - July 2011
J.P. Morgan Securities Inc. 2008 - August 2009
U.S. Senate August 2004 - June 2006
Congressional Hunger Center 2003 - 2004
Skills
Affordable Housing, Financial Analysis, Policy Analysis, Economic Development, Asset Managment, Non-profits, Public Finance, Real Estate, Credit, Real Estate Development, Nonprofits, Portfolio Management, Real Estate Financing, Community Development, Underwriting, Real Estate Economics
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Wellesley College 1999 — 2003
Bachelor of Arts (B.A.), Urban Studies
Elizabeth Duggan Elizabeth Duggan's J.P. Morgan Securities Inc. Experience 2003 - 2005
Job
Industry Financial Services
Experience
Hellman & Friedman LLC September 2010 - Present
EMR Solutions August 2008 - August 2010
Salesforce.com 2006 - 2008
Education Finance Partners May 2005 - September 2006
JP Morgan Securities, Inc. 2003 - 2005
Francisco Partners 2001 - 2003
Credit Suisse Asset Management (formerly DLJ Asset Management) 1998 - 2001
Skills
Private Equity, Management, Recruiting, Leadership, Investments, Event Planning, Project Management, Office Administration, Outlook, Executive Calendar..., Time Management, Organization, Creative Writing, Writing
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Hellman & Friedman LLC September 2010 - Present
EMR Solutions August 2008 - August 2010
Salesforce.com 2006 - 2008
Education Finance Partners May 2005 - September 2006
JP Morgan Securities, Inc. 2003 - 2005
Francisco Partners 2001 - 2003
Credit Suisse Asset Management (formerly DLJ Asset Management) 1998 - 2001
Skills
Private Equity, Management, Recruiting, Leadership, Investments, Event Planning, Project Management, Office Administration, Outlook, Executive Calendar..., Time Management, Organization, Creative Writing, Writing
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Alexander Kerdman's J.P. Morgan Securities Inc. Experience December 2008 - February 2009
Job Assistant General Counsel at Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America Merrill Lynch May 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2007 - May 2013
Bank of America Merrill Lynch January 2010 - October 2010
J.P. Morgan Securities Inc. December 2008 - February 2009
U.S. District Court, EDNY September 2006 - December 2006
Office of the Attorney General of the State of New York June 2006 - August 2006
UBS Securities September 2005 - May 2006
PricewaterhouseCoopers 2002 - 2004
Skills
Broker-Dealer, Prime Brokerage, ISDA, Negotiation, Legal Writing, Accounting, Русский, Corporations, Financial Services, Arbitration, Alternative Investments, Litigation, Commercial Litigation, Trading, FINRA, Securities Lending, Swaps
Education
Fordham University School of Law 2004 — 2007
J.D.
New York University - Leonard N. Stern School of Business 1999 — 2002
B.S., Accounting and Finance
Stuyvesant High School
Bank of America Merrill Lynch May 2013 - Present
Cadwalader, Wickersham & Taft LLP September 2007 - May 2013
Bank of America Merrill Lynch January 2010 - October 2010
J.P. Morgan Securities Inc. December 2008 - February 2009
U.S. District Court, EDNY September 2006 - December 2006
Office of the Attorney General of the State of New York June 2006 - August 2006
UBS Securities September 2005 - May 2006
PricewaterhouseCoopers 2002 - 2004
Skills
Broker-Dealer, Prime Brokerage, ISDA, Negotiation, Legal Writing, Accounting, Русский, Corporations, Financial Services, Arbitration, Alternative Investments, Litigation, Commercial Litigation, Trading, FINRA, Securities Lending, Swaps
Education
Fordham University School of Law 2004 — 2007
J.D.
New York University - Leonard N. Stern School of Business 1999 — 2002
B.S., Accounting and Finance
Stuyvesant High School
Ash Vaidya Ash Vaidya's J.P. Morgan Securities Inc. Experience June 2007 - March 2010
Job
Industry Venture Capital & Private Equity
Experience
Wellington Financial LP September 2015 - Present
Tribe Dynamics June 2013 - Present
Hercules Technology Growth Capital July 2014 - August 2015
Wellington Financial November 2013 - May 2014
TriplePoint Capital March 2010 - May 2013
J.P. Morgan Securities, Inc. June 2007 - March 2010
Big Red Ventures May 2006 - May 2007
eWebUniversity May 1999 - July 2005
Merrill Lynch 1998 - 1998
Skills
Mergers, Investment Banking, Deal Execution, Corporate Finance, Venture Capital, Software-as-a-Service, Venture Investing, Due Diligence, Financial Analysis, SaaS, Mergers & Acquisitions, Corporate Development, IPO, LBO, Valuation, Portfolio Management, Entrepreneurship, Investments, Finance, Equities, Private Equity, Acquisition Integration, LinkedIn, Strategy, Capital Markets, DCF, Financial Modeling, Emerging Markets, Business Valuation, M&A experience, Private Placements, Acquisitions, Executive Management, Start-ups, Leveraged Finance, Financial Services, Financial Structuring, Equity Research, Alternative Investments, Venture Debt, Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Entrepreneurship, Finance
Cornell University 1995 — 1999
Bachelors, Computer Science and Economics
Pinewood School 1991 — 1995
High School
Wellington Financial LP September 2015 - Present
Tribe Dynamics June 2013 - Present
Hercules Technology Growth Capital July 2014 - August 2015
Wellington Financial November 2013 - May 2014
TriplePoint Capital March 2010 - May 2013
J.P. Morgan Securities, Inc. June 2007 - March 2010
Big Red Ventures May 2006 - May 2007
eWebUniversity May 1999 - July 2005
Merrill Lynch 1998 - 1998
Skills
Mergers, Investment Banking, Deal Execution, Corporate Finance, Venture Capital, Software-as-a-Service, Venture Investing, Due Diligence, Financial Analysis, SaaS, Mergers & Acquisitions, Corporate Development, IPO, LBO, Valuation, Portfolio Management, Entrepreneurship, Investments, Finance, Equities, Private Equity, Acquisition Integration, LinkedIn, Strategy, Capital Markets, DCF, Financial Modeling, Emerging Markets, Business Valuation, M&A experience, Private Placements, Acquisitions, Executive Management, Start-ups, Leveraged Finance, Financial Services, Financial Structuring, Equity Research, Alternative Investments, Venture Debt, Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Entrepreneurship, Finance
Cornell University 1995 — 1999
Bachelors, Computer Science and Economics
Pinewood School 1991 — 1995
High School
Brock Renner Brock Renner's J.P. Morgan Securities Inc. Experience 2009 - Present
Job Vice President at J.P. Morgan Securities, LLC.
Industry Financial Services
Experience
J.P. Morgan Securities, Inc. 2009 - Present
Goldman Sachs & Co. 2004 - 2008
Barack Ferrazzano Kirschbaum & Nagelberg LLP 2002 - 2004
McDermott Will & Emery 1997 - 2002
Education
University of Illinois at Urbana-Champaign 1996 — 1999
J.D., Law
University of Wisconsin-Madison 1992 — 1996
B.A., Philosophy & Political Science
J.P. Morgan Securities, Inc. 2009 - Present
Goldman Sachs & Co. 2004 - 2008
Barack Ferrazzano Kirschbaum & Nagelberg LLP 2002 - 2004
McDermott Will & Emery 1997 - 2002
Education
University of Illinois at Urbana-Champaign 1996 — 1999
J.D., Law
University of Wisconsin-Madison 1992 — 1996
B.A., Philosophy & Political Science
Mark Sun's J.P. Morgan Securities Inc. Experience June 2004 - January 2008
Job VP Capital Markets at Santander Consumer USA Inc.
Industry Financial Services
Experience
Brean Murray, Carret & Co. September 2012 - December 2014
Broadpoint Capital, Inc. October 2009 - February 2012
J.P. Morgan Securities, Inc. June 2004 - January 2008
Barclays Capital June 2001 - June 2004
Citibank 2000 - 2001
Fitch 1996 - 2000
Skills
Capital Markets, Cash Flow Forecasting, Strategic Planning, ABS, Securitization, Structured Finance, Acquisitions, Fixed Income, Public Speaking, Private Placements, Financial Transactions, Team Building, Loan Origination, Microsoft Excel, Structured Products, Venture Capital, Alternative Investments, Investments, Securities, Investment Banking, Emerging Markets, Financial Structuring, Bonds, Valuation, Portfolio Management, Hedge Funds, Derivatives, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Business
University of Rochester 1985 — 1989
ba, economics
Brean Murray, Carret & Co. September 2012 - December 2014
Broadpoint Capital, Inc. October 2009 - February 2012
J.P. Morgan Securities, Inc. June 2004 - January 2008
Barclays Capital June 2001 - June 2004
Citibank 2000 - 2001
Fitch 1996 - 2000
Skills
Capital Markets, Cash Flow Forecasting, Strategic Planning, ABS, Securitization, Structured Finance, Acquisitions, Fixed Income, Public Speaking, Private Placements, Financial Transactions, Team Building, Loan Origination, Microsoft Excel, Structured Products, Venture Capital, Alternative Investments, Investments, Securities, Investment Banking, Emerging Markets, Financial Structuring, Bonds, Valuation, Portfolio Management, Hedge Funds, Derivatives, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Business
University of Rochester 1985 — 1989
ba, economics
Chris Bono's J.P. Morgan Securities Inc. Experience April 2004 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan Securities Inc. April 2004 - Present
Education
HEC Paris 2006 — 2007
MBA
Cornell College 1995 — 1999
BA, Economics and German
Lake Park High School 1991 — 1995
J.P. Morgan Securities Inc. April 2004 - Present
Education
HEC Paris 2006 — 2007
MBA
Cornell College 1995 — 1999
BA, Economics and German
Lake Park High School 1991 — 1995
Danion Fielding's J.P. Morgan Securities Inc. Experience July 2005 - September 2009
Job Commercial Real Estate
Industry Real Estate
Experience
The Moinian Group September 2011 - December 2012
Nationwide Health Properties, Inc. September 2009 - August 2011
J.P. Morgan Securities Inc. July 2005 - September 2009
Skills
Commercial Real Estate, Corporate Finance, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Real Estate Economics, Mergers & Acquisitions, Commercial Leasing, Real Estate Transactions, Finance, Property Management, Real Estate, Disposition, Investor Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Finance
The University of Manchester
The University of Manchester
The Moinian Group September 2011 - December 2012
Nationwide Health Properties, Inc. September 2009 - August 2011
J.P. Morgan Securities Inc. July 2005 - September 2009
Skills
Commercial Real Estate, Corporate Finance, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Real Estate Economics, Mergers & Acquisitions, Commercial Leasing, Real Estate Transactions, Finance, Property Management, Real Estate, Disposition, Investor Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Finance
The University of Manchester
The University of Manchester
Thomas Keefe's J.P. Morgan Securities Inc. Experience June 2000 - November 2001
Job Special Situations Investment Professional
Industry Venture Capital & Private Equity
Experience
CIT June 2010 - Present
CRG Partners January 2009 - June 2010
American Capital, Ltd. 2007 - 2009
Imperial Capital, LLC 2006 - 2007
Houlihan Lokey 2004 - 2006
Huron Consulting Group 2003 - 2004
The Royal Bank of Scotland plc 2001 - 2003
J.P. Morgan Securities, Inc. June 2000 - November 2001
Skills
Principal Investing, Restructuring, Special Situations, Distressed Debt, Bridge Loans, Bankruptcy, Underwriting, Valuation, Private Equity, Loans, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Structured Finance, Equities, Investments, Mezzanine, Recapitalizations, High Yield, Finance, Acquisitions, Capital Structure, Growth Capital, Turn Around Management, Buyouts, Financial Services, LBO, Middle Market, Capital Markets, Financial Structuring, Workout, Asset Based Lending, Hedge Funds, Private Placements, Corporate Development, M&A experience, Mergers, Financial Modeling
Education
Fairfield University 1996 — 2000
B.A., Dual Degree: Economics and International Studies
CIT June 2010 - Present
CRG Partners January 2009 - June 2010
American Capital, Ltd. 2007 - 2009
Imperial Capital, LLC 2006 - 2007
Houlihan Lokey 2004 - 2006
Huron Consulting Group 2003 - 2004
The Royal Bank of Scotland plc 2001 - 2003
J.P. Morgan Securities, Inc. June 2000 - November 2001
Skills
Principal Investing, Restructuring, Special Situations, Distressed Debt, Bridge Loans, Bankruptcy, Underwriting, Valuation, Private Equity, Loans, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Structured Finance, Equities, Investments, Mezzanine, Recapitalizations, High Yield, Finance, Acquisitions, Capital Structure, Growth Capital, Turn Around Management, Buyouts, Financial Services, LBO, Middle Market, Capital Markets, Financial Structuring, Workout, Asset Based Lending, Hedge Funds, Private Placements, Corporate Development, M&A experience, Mergers, Financial Modeling
Education
Fairfield University 1996 — 2000
B.A., Dual Degree: Economics and International Studies
Andrew Grayson's J.P. Morgan Securities Inc. Experience April 2011 - August 2013
Job Global Head of Equity Trading at J.P. Morgan Private Bank
Industry Capital Markets
Experience
J.P. Morgan Private Bank March 2014 - Present
J.P. Morgan Private Bank September 2013 - February 2014
J.P. Morgan Securities Inc. April 2011 - August 2013
J.P. Morgan Securities Inc. May 2009 - April 2011
J.P. Morgan Securities Inc. February 2006 - April 2009
Neovest Trading, Inc. March 2002 - February 2007
Neovest Trading November 2003 - January 2007
Neovest Trading March 1999 - February 2006
The Volume Investor *renamed Neovest Trading 1995 - 1997
Skills
Electronic Trading, Hedge Funds, Trading, Equity Trading, Trading Systems, Equities, Sales, Leadership, Investment Banking, Sales Management, Capital Markets, Securities, Team Building, Start-ups, Options, Business Development, Strategy, Team Leadership, Coaching
Education
Tufts University 1988 — 1992
BA
Loomis Chaffee 1985 — 1988
J.P. Morgan Private Bank March 2014 - Present
J.P. Morgan Private Bank September 2013 - February 2014
J.P. Morgan Securities Inc. April 2011 - August 2013
J.P. Morgan Securities Inc. May 2009 - April 2011
J.P. Morgan Securities Inc. February 2006 - April 2009
Neovest Trading, Inc. March 2002 - February 2007
Neovest Trading November 2003 - January 2007
Neovest Trading March 1999 - February 2006
The Volume Investor *renamed Neovest Trading 1995 - 1997
Skills
Electronic Trading, Hedge Funds, Trading, Equity Trading, Trading Systems, Equities, Sales, Leadership, Investment Banking, Sales Management, Capital Markets, Securities, Team Building, Start-ups, Options, Business Development, Strategy, Team Leadership, Coaching
Education
Tufts University 1988 — 1992
BA
Loomis Chaffee 1985 — 1988
Joe Rick's J.P. Morgan Securities Inc. Experience September 1997 - August 2008
Job Director, Capital Markets at Oglethorpe Power Corporation
Industry Capital Markets
Experience
Oglethorpe Power Corporation August 2008 - Present
J.P. Morgan Securities Inc. September 1997 - August 2008
Peace Corps September 1993 - January 1997
Skills
Investment Banking, Capital Markets, Financial Modeling, Project Finance, Energy Industry, Energy, Financial Analysis, Valuation, Corporate Finance, Risk Management, Derivatives, Mergers, Due Diligence, Finance, Strategic Planning, Investments, Asset Managment, Financial Structuring, Structured Finance, Construction Finance, Credit Risk, Credit Analysis, Public Finance, Investor Relations
Education
The University of Chicago - Booth School of Business 2002 — 2005
MBA, with Honors, Finance
St. Norbert College 1987 — 1991
BA, Economics, International Business
Emory University School of Law
Juris Master Candidate
Oglethorpe Power Corporation August 2008 - Present
J.P. Morgan Securities Inc. September 1997 - August 2008
Peace Corps September 1993 - January 1997
Skills
Investment Banking, Capital Markets, Financial Modeling, Project Finance, Energy Industry, Energy, Financial Analysis, Valuation, Corporate Finance, Risk Management, Derivatives, Mergers, Due Diligence, Finance, Strategic Planning, Investments, Asset Managment, Financial Structuring, Structured Finance, Construction Finance, Credit Risk, Credit Analysis, Public Finance, Investor Relations
Education
The University of Chicago - Booth School of Business 2002 — 2005
MBA, with Honors, Finance
St. Norbert College 1987 — 1991
BA, Economics, International Business
Emory University School of Law
Juris Master Candidate
Anne Fazioli-Khiari's J.P. Morgan Securities Inc. Experience July 2005 - May 2009
Job
Industry Financial Services
Experience
Ubiquiti Networks March 2014 - Present
BrightSource Energy, Inc. March 2012 - Present
Astia February 2013 - Present
Equidity, Inc. July 2013 - August 2014
CompSavvy, Inc. April 2013 - May 2014
BrightSource Energy, Inc. June 2010 - August 2012
JP Morgan Securities, Inc. July 2005 - May 2009
General Electric March 2004 - December 2004
ShoreBank Advisory Services June 2003 - August 2003
Peace Corps 1999 - 2002
Skills
Investment Banking, Equities, Corporate Finance, Financial Modeling, Emerging Markets, Venture Capital, Program Management, Energy, Financial Analysis, Strategic Planning, Management Consulting, Corporate Development, Private Equity, Project Finance, Mergers & Acquisitions, Due Diligence, IPO, Valuation, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Johns Hopkins University - School of Advanced International Studies 2003 — 2005
MAIS
University of Arizona 1994 — 1998
MSBA
Middlebury College 2009 — 2009
Language School
Ubiquiti Networks March 2014 - Present
BrightSource Energy, Inc. March 2012 - Present
Astia February 2013 - Present
Equidity, Inc. July 2013 - August 2014
CompSavvy, Inc. April 2013 - May 2014
BrightSource Energy, Inc. June 2010 - August 2012
JP Morgan Securities, Inc. July 2005 - May 2009
General Electric March 2004 - December 2004
ShoreBank Advisory Services June 2003 - August 2003
Peace Corps 1999 - 2002
Skills
Investment Banking, Equities, Corporate Finance, Financial Modeling, Emerging Markets, Venture Capital, Program Management, Energy, Financial Analysis, Strategic Planning, Management Consulting, Corporate Development, Private Equity, Project Finance, Mergers & Acquisitions, Due Diligence, IPO, Valuation, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Johns Hopkins University - School of Advanced International Studies 2003 — 2005
MAIS
University of Arizona 1994 — 1998
MSBA
Middlebury College 2009 — 2009
Language School
Derek Albanese's J.P. Morgan Securities Inc. Experience 2005 - 2008
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Sterling Investment Partners 2012 - Present
Nassau Point Investors 2008 - 2011
J.P. Morgan Securities Inc. 2005 - 2008
Adelphia Communications Corp. 2001 - 2003
Banc of America Securities 1999 - 2001
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Venture Capital, Corporate Development, LBO, Due Diligence, M&A experience, Investments, Financial Analysis, Leveraged Finance, Mergers, Financial Structuring
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Tufts University 1994 — 1998
BSME, Mechanical Engineering
Sterling Investment Partners 2012 - Present
Nassau Point Investors 2008 - 2011
J.P. Morgan Securities Inc. 2005 - 2008
Adelphia Communications Corp. 2001 - 2003
Banc of America Securities 1999 - 2001
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Venture Capital, Corporate Development, LBO, Due Diligence, M&A experience, Investments, Financial Analysis, Leveraged Finance, Mergers, Financial Structuring
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Tufts University 1994 — 1998
BSME, Mechanical Engineering
James Liu's J.P. Morgan Securities Inc. Experience August 2006 - August 2007
Job Vice President – Global Treasury, M&A, and Strategic Planning
Industry Food & Beverages
Experience
HJ Heinz June 2013 - Present
WL Ross & Co. LLC August 2011 - May 2013
Cyrus Capital Partners May 2010 - August 2010
The Blackstone Group August 2007 - June 2009
J.P. Morgan Securities Inc. August 2006 - August 2007
Alkeon Capital Management March 2004 - December 2004
Education
Harvard Business School 2009 — 2011
MBA, General Management
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance and Accounting, Sociology Minor
HJ Heinz June 2013 - Present
WL Ross & Co. LLC August 2011 - May 2013
Cyrus Capital Partners May 2010 - August 2010
The Blackstone Group August 2007 - June 2009
J.P. Morgan Securities Inc. August 2006 - August 2007
Alkeon Capital Management March 2004 - December 2004
Education
Harvard Business School 2009 — 2011
MBA, General Management
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance and Accounting, Sociology Minor
Raymond Junior's J.P. Morgan Securities Inc. Experience 2000 - 2004
Job Relationship Manager III, Vice President at JPMorgan Chase
Industry Commercial Real Estate
Experience
JPMorgan Chase 2009 - Present
J.P. Morgan Asset Management 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase Community Development 2004 - 2004
J.P. Morgan Securities, Inc. 2000 - 2004
Los Angeles County Assessors 1989 - 2000
Skills
Loans, Investments, Underwriting, Financial Modeling, Valuation, Credit Analysis, Real Estate Financing, Construction Loans, Affordable Housing, Community Development, New Markets Tax Credits, Appraisal, Commercial Real Estate, Commercial Real Estate..., Real Estate Transactions, Real Estate Private..., LIHTC, Portfolio Management, Asset Managment, Appraisals, Asset Management, Financial Structuring, Real Estate
Education
University of California, Los Angeles 1997 — 2000
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Science (B.S.), Business Administration, Real Estate Finance
JPMorgan Chase 2009 - Present
J.P. Morgan Asset Management 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase Community Development 2004 - 2004
J.P. Morgan Securities, Inc. 2000 - 2004
Los Angeles County Assessors 1989 - 2000
Skills
Loans, Investments, Underwriting, Financial Modeling, Valuation, Credit Analysis, Real Estate Financing, Construction Loans, Affordable Housing, Community Development, New Markets Tax Credits, Appraisal, Commercial Real Estate, Commercial Real Estate..., Real Estate Transactions, Real Estate Private..., LIHTC, Portfolio Management, Asset Managment, Appraisals, Asset Management, Financial Structuring, Real Estate
Education
University of California, Los Angeles 1997 — 2000
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Science (B.S.), Business Administration, Real Estate Finance
Ayelet Rosen's J.P. Morgan Securities Inc. Experience July 2008 - February 2011
Job Vice President at J.P. Morgan Securities LLC
Industry Investment Banking
Experience
J.P. Morgan Securities LLC February 2011 - Present
J.P. Morgan Securities Inc. July 2008 - February 2011
JPMorgan June 2005 - July 2008
Education
University of Pennsylvania 2000 — 2004
J.P. Morgan Securities LLC February 2011 - Present
J.P. Morgan Securities Inc. July 2008 - February 2011
JPMorgan June 2005 - July 2008
Education
University of Pennsylvania 2000 — 2004
Dawn Scheirer's J.P. Morgan Securities Inc. Experience 1998 - 2004
Job Global Head of Financial Planning & Analysis, AIG Consumer Insurance at AIG
Industry Financial Services
Experience
AIG November 2014 - Present
AIG March 2013 - November 2014
Perella Weinberg Partners February 2007 - January 2013
Morgan Stanley February 2004 - February 2007
J.P. Morgan Securities Inc. 1998 - 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Equities, Corporate Finance, Hedge Funds, Alternative Investments, Mergers, Investments, Due Diligence, LBO, Corporate Development, Asset Managment, Financial Analysis
Education
Georgetown University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
AIG November 2014 - Present
AIG March 2013 - November 2014
Perella Weinberg Partners February 2007 - January 2013
Morgan Stanley February 2004 - February 2007
J.P. Morgan Securities Inc. 1998 - 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Equities, Corporate Finance, Hedge Funds, Alternative Investments, Mergers, Investments, Due Diligence, LBO, Corporate Development, Asset Managment, Financial Analysis
Education
Georgetown University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Timothy Broadbent's J.P. Morgan Securities Inc. Experience 1990 - 2000
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital managing directorBarclays Capital2006 - Present
JPMorgan 2000 - 2006
J.P. Morgan 2000 - 2006
JPMorgan Securities Inc. 2000 - 2006
JP Morgan Chase 2000 - 2006
J.P. Morgan Securities Inc. 1990 - 2000
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Private Equity, LBO
Education
Princeton University 1980 — 1984
Barclays Capital managing directorBarclays Capital2006 - Present
JPMorgan 2000 - 2006
J.P. Morgan 2000 - 2006
JPMorgan Securities Inc. 2000 - 2006
JP Morgan Chase 2000 - 2006
J.P. Morgan Securities Inc. 1990 - 2000
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Private Equity, LBO
Education
Princeton University 1980 — 1984
Sai Reddy's J.P. Morgan Securities Inc. Experience May 2001 - August 2001
Job Principal at SKR Services, LLC
Industry Real Estate
Experience
SKR Services, LLC September 2012 - Present
Petrus Brands, home to Shane's Rib Shack and Planet Smoothie January 2009 - August 2012
Raving Brands, home to Moe's Southwest Grill, Flying Biscuit, Monkey Joe's, and many more March 2005 - December 2008
KM & N Brothers, Inc December 2002 - February 2005
US Senate Election Campaign May 2002 - November 2002
J.P. Morgan Securities Inc. May 2001 - August 2001
Skills
Real Estate, Retail Site Selection, Lease Negotiations, Contract Negotiations, Tenant Representation, Project Management, Risk Management, Trade Area Analyses, KPI Analyses, Public Speaking, Franchise Sales
Education
University of Georgia - Terry College of Business 2012 — 2014
Master of Business Administration (MBA)
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Banking and Finance
SKR Services, LLC September 2012 - Present
Petrus Brands, home to Shane's Rib Shack and Planet Smoothie January 2009 - August 2012
Raving Brands, home to Moe's Southwest Grill, Flying Biscuit, Monkey Joe's, and many more March 2005 - December 2008
KM & N Brothers, Inc December 2002 - February 2005
US Senate Election Campaign May 2002 - November 2002
J.P. Morgan Securities Inc. May 2001 - August 2001
Skills
Real Estate, Retail Site Selection, Lease Negotiations, Contract Negotiations, Tenant Representation, Project Management, Risk Management, Trade Area Analyses, KPI Analyses, Public Speaking, Franchise Sales
Education
University of Georgia - Terry College of Business 2012 — 2014
Master of Business Administration (MBA)
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Banking and Finance
Eugene Belostotsky's J.P. Morgan Securities Inc. Experience 1998 - 2002
Job Securitized Products Strategist
Industry Capital Markets
Experience
Citigroup Global Markets 2010 - Present
Fidelity Investments 2008 - 2009
RBS Greenwich Capital 2005 - 2007
BNP Paribas 2002 - 2005
J.P. Morgan Securities Inc. 1998 - 2002
Education
Massachusetts Institute of Technology
Citigroup Global Markets 2010 - Present
Fidelity Investments 2008 - 2009
RBS Greenwich Capital 2005 - 2007
BNP Paribas 2002 - 2005
J.P. Morgan Securities Inc. 1998 - 2002
Education
Massachusetts Institute of Technology
Nicole Holzapfel's J.P. Morgan Securities Inc. Experience 1997 - Present
Job Senior Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase Market ManagerJP Morgan Chase2005 - Present
J.P. Morgan Securities Inc 1997 - Present
Business Council for the United Nations 1990 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
JPMorgan Chase Market ManagerJP Morgan Chase2005 - Present
J.P. Morgan Securities Inc 1997 - Present
Business Council for the United Nations 1990 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Raj Kothari's J.P. Morgan Securities Inc. Experience 2003 - Present
Job Executive Director at JP Morgan
Industry Capital Markets
Experience
J.P. Morgan Securities, Inc. 2003 - Present
Credit Suisse First Boston 1998 - 2003
Education
University of Nottingham 1993 — 1996
BSc, Mathematics and Management Studies
J.P. Morgan Securities, Inc. 2003 - Present
Credit Suisse First Boston 1998 - 2003
Education
University of Nottingham 1993 — 1996
BSc, Mathematics and Management Studies
Son Nguyen's J.P. Morgan Securities Inc. Experience December 2004 - May 2009
Job Vice President at Crown Castle International Corp.
Industry Wireless
Experience
Crown Castle February 2013 - Present
Crown Castle June 2009 - February 2013
J.P. Morgan Securities Inc. December 2004 - May 2009
Deloitte 2003 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
BBA, MPA, Business Honors and Professional Program of Accountancy
Crown Castle February 2013 - Present
Crown Castle June 2009 - February 2013
J.P. Morgan Securities Inc. December 2004 - May 2009
Deloitte 2003 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
BBA, MPA, Business Honors and Professional Program of Accountancy
Ayman Zameli's J.P. Morgan Securities Inc. Experience 1998 - 2002
Job SVP Capital Markets & Investor Relations at Cenveo
Industry Investment Banking
Experience
Cenveo March 2014 - Present
Wainscott Advisors January 2012 - February 2014
Pivotal Group June 2009 - November 2011
Banc of America Securities April 2004 - April 2009
BNP Paribas 2003 - 2004
Chase Securities 1998 - 2002
J.P. Morgan Securities Inc. 1998 - 2002
Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Valuation, Financial Structuring, LBO, Fixed Income, Hedge Funds, Financial Modeling, Emerging Markets, Equities, Financial Analysis, Venture Capital, Leveraged Finance, Alternative Investments, Corporate Development, Due Diligence, Trading, Structured Finance, Mergers & Acquisitions, Investments
Education
American University of Beirut 1984 — 1987
BA, Business
The George Washington University - School of Business
MBA
Cenveo March 2014 - Present
Wainscott Advisors January 2012 - February 2014
Pivotal Group June 2009 - November 2011
Banc of America Securities April 2004 - April 2009
BNP Paribas 2003 - 2004
Chase Securities 1998 - 2002
J.P. Morgan Securities Inc. 1998 - 2002
Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Valuation, Financial Structuring, LBO, Fixed Income, Hedge Funds, Financial Modeling, Emerging Markets, Equities, Financial Analysis, Venture Capital, Leveraged Finance, Alternative Investments, Corporate Development, Due Diligence, Trading, Structured Finance, Mergers & Acquisitions, Investments
Education
American University of Beirut 1984 — 1987
BA, Business
The George Washington University - School of Business
MBA
Chad Parson's J.P. Morgan Securities Inc. Experience February 1998 - Present
Job Special Opportunities Group, JPMorgan
Industry Banking
Experience
JPMorgan Securities March 2009 - Present
Rubicon US REIT July 2010 - Present
JP Morgan Securities Inc February 1998 - Present
Education
Fordham University School of Law 1991 — 1995
JD, Tax
Duke University 1986 — 1990
The Taft school
JPMorgan Securities March 2009 - Present
Rubicon US REIT July 2010 - Present
JP Morgan Securities Inc February 1998 - Present
Education
Fordham University School of Law 1991 — 1995
JD, Tax
Duke University 1986 — 1990
The Taft school
Vivian Altman's J.P. Morgan Securities Inc. Experience 2005 - 2007
Job Managing Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2009 - Present
Edison Redevelopment Agency and Economic Development Council January 2009 - September 2009
JP Morgan October 2005 - October 2007
J.P. Morgan Securities Inc. 2005 - 2007
JPMorgan 2005 - 2007
Altman & Co. January 1991 - September 2005
LFRothschild 1983 - 1987
Skills
Fixed Income, Investment Banking, Named Trail Blazing..., Bonds, Public Finance, Series 7, Securities, Capital Markets, Asset Management, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Hedge Funds, Structured Finance, Valuation, Bloomberg, Credit, Due Diligence, Private Equity, Alternative Investments, Mergers & Acquisitions, Series 63, Derivatives, Financial Markets, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Emerging Markets, Investment Management, Trading, Financial Services, Investor Relations, Investment Advisory, Venture Capital, Equity Research, Wealth Management, Financial Advisory, Structured Products, Options, Project Finance, Private Placements
Education
University of Pennsylvania 1981 — 1982
masters, economics
Barnard College 1979 — 1981
BA, economics
Hunter College High School 1972 — 1977
Janney Montgomery Scott September 2009 - Present
Edison Redevelopment Agency and Economic Development Council January 2009 - September 2009
JP Morgan October 2005 - October 2007
J.P. Morgan Securities Inc. 2005 - 2007
JPMorgan 2005 - 2007
Altman & Co. January 1991 - September 2005
LFRothschild 1983 - 1987
Skills
Fixed Income, Investment Banking, Named Trail Blazing..., Bonds, Public Finance, Series 7, Securities, Capital Markets, Asset Management, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Hedge Funds, Structured Finance, Valuation, Bloomberg, Credit, Due Diligence, Private Equity, Alternative Investments, Mergers & Acquisitions, Series 63, Derivatives, Financial Markets, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Emerging Markets, Investment Management, Trading, Financial Services, Investor Relations, Investment Advisory, Venture Capital, Equity Research, Wealth Management, Financial Advisory, Structured Products, Options, Project Finance, Private Placements
Education
University of Pennsylvania 1981 — 1982
masters, economics
Barnard College 1979 — 1981
BA, economics
Hunter College High School 1972 — 1977
Alexander Jachmich's J.P. Morgan Securities Inc. Experience July 2003 - May 2005
Job Portfolio Manager at Folger Hill Asset Management
Industry Investment Management
Experience
Folger Hill Asset Management February 2015 - Present
Steadfast Financial LP June 2010 - January 2015
JANA Partners LLC June 2007 - September 2010
Venor Capital Management June 2005 - June 2007
J.P. Morgan Securities Inc. July 2003 - May 2005
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Folger Hill Asset Management February 2015 - Present
Steadfast Financial LP June 2010 - January 2015
JANA Partners LLC June 2007 - September 2010
Venor Capital Management June 2005 - June 2007
J.P. Morgan Securities Inc. July 2003 - May 2005
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Raymond Lafontant's J.P. Morgan Securities Inc. Experience May 2001 - October 2011
Job Senior Trader Agency CMBS
Industry Investment Banking
Experience
Mizuho Securities USA Inc. March 2012 - November 2014
J.P. Morgan Securities Inc. May 2001 - October 2011
Société Générale 1998 - 1999
Smith Barney 1997 - 1997
Nomura Securities 1996 - 1997
DLJ 1994 - 1996
Skills
Fixed Income, Capital Markets, Structured Products, Derivatives, Securitization, Structured Finance, Equities, Credit Derivatives, Hedge Funds, Investment Banking, Bloomberg, Bonds
Education
Howard University 1987 — 1991
Bachelor's Degree, Actuarial Science
Mizuho Securities USA Inc. March 2012 - November 2014
J.P. Morgan Securities Inc. May 2001 - October 2011
Société Générale 1998 - 1999
Smith Barney 1997 - 1997
Nomura Securities 1996 - 1997
DLJ 1994 - 1996
Skills
Fixed Income, Capital Markets, Structured Products, Derivatives, Securitization, Structured Finance, Equities, Credit Derivatives, Hedge Funds, Investment Banking, Bloomberg, Bonds
Education
Howard University 1987 — 1991
Bachelor's Degree, Actuarial Science
Jennifer Leila's J.P. Morgan Securities Inc. Experience 1998 - 2001
Job Investment Management Analyst at large
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. December 2010 - April 2011
Morgan, Lewis & Bockius LLP September 2007 - December 2010
Independent Contracting June 2003 - September 2007
J.P. Morgan Securities, Inc. 1998 - 2001
American Express & Co. February 1996 - February 1997
Skills
Due Diligence, Corporate Governance, Contract Negotiation, Preparation, Research, Writing, Analysis, Event Management, Securities, Alternative Investments, Hedge Funds, Investments
Education
Brigham Young University 1990 — 1995
B.A., International Relations - Mediterranean Affairs
Università di Firenze 1992 — 1992
Certificate, Italian
Langley 1986 — 1990
KGS-Alpha Capital Markets, L.P. December 2010 - April 2011
Morgan, Lewis & Bockius LLP September 2007 - December 2010
Independent Contracting June 2003 - September 2007
J.P. Morgan Securities, Inc. 1998 - 2001
American Express & Co. February 1996 - February 1997
Skills
Due Diligence, Corporate Governance, Contract Negotiation, Preparation, Research, Writing, Analysis, Event Management, Securities, Alternative Investments, Hedge Funds, Investments
Education
Brigham Young University 1990 — 1995
B.A., International Relations - Mediterranean Affairs
Università di Firenze 1992 — 1992
Certificate, Italian
Langley 1986 — 1990
Greg Frischmann's J.P. Morgan Securities Inc. Experience September 2003 - June 2005
Job Senior Attorney, Federal Reserve Board
Industry Law Practice
Experience
Covington & Burling September 2008 - October 2014
Covington & Burling June 2007 - August 2007
J.P. Morgan Securities, Inc. September 2003 - June 2005
Bank One Corporate Trust April 2002 - September 2003
Education
University of Virginia School of Law 2005 — 2008
J.D., Law
University of Michigan 1997 — 2000
B.A., English
Covington & Burling September 2008 - October 2014
Covington & Burling June 2007 - August 2007
J.P. Morgan Securities, Inc. September 2003 - June 2005
Bank One Corporate Trust April 2002 - September 2003
Education
University of Virginia School of Law 2005 — 2008
J.D., Law
University of Michigan 1997 — 2000
B.A., English
Velma Chang's J.P. Morgan Securities Inc. Experience 1990 - 1998
Job Investment Research
Industry Investment Management
Experience
Vantage Marketplace LLC 2008 - 2010
State Street Global Advisors 1998 - 2002
J.P. Morgan Securities Inc. 1990 - 1998
Skills
Fixed Income, Financial Analysis, Financial Reporting, Financial Modeling, Investment Management, Financial Accounting, Credit Analysis, High Yield
Education
Columbia University - The Graduate School of Business
Executive Education, Merrill Lynch Greater Returns
University of Pennsylvania - The Wharton School
Executive Education, UBS Fellowship Program
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA Finance (May 1993); MS Accounting (December 1991)
Cornell University, College of Arts and Sciences
BA Economics, Dean's List
Vantage Marketplace LLC 2008 - 2010
State Street Global Advisors 1998 - 2002
J.P. Morgan Securities Inc. 1990 - 1998
Skills
Fixed Income, Financial Analysis, Financial Reporting, Financial Modeling, Investment Management, Financial Accounting, Credit Analysis, High Yield
Education
Columbia University - The Graduate School of Business
Executive Education, Merrill Lynch Greater Returns
University of Pennsylvania - The Wharton School
Executive Education, UBS Fellowship Program
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA Finance (May 1993); MS Accounting (December 1991)
Cornell University, College of Arts and Sciences
BA Economics, Dean's List
Victor Dupont's J.P. Morgan Securities Inc. Experience 2005 - 2007
Job Investment Analyst at Stabilis Capital Management, LLC
Industry Financial Services
Experience
Stabilis Capital Management, LLC September 2013 - Present
Brencourt Advisors May 2012 - August 2012
Arena Investors, LLC June 2009 - May 2012
DB Zwirn & Co., LP 2007 - 2009
J.P. Morgan Securities, Inc. 2005 - 2007
J.P. Morgan February 2005 - June 2005
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, Leveraged Finance, Securitization, Real Estate, Distressed Debt, Credit Analysis, Chapter 11, UCC filings, Secured Transactions, Asset Based Finance, Debt Restructuring, High Yield Bonds, Special Situations..., Event Driven, Special Situations, Private Equity, Restructuring, Credit
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Distressed Asset Investing (self-designed major)
University of Pennsylvania Law School
University of Chicago 2001 — 2005
BA, Economics
Stabilis Capital Management, LLC September 2013 - Present
Brencourt Advisors May 2012 - August 2012
Arena Investors, LLC June 2009 - May 2012
DB Zwirn & Co., LP 2007 - 2009
J.P. Morgan Securities, Inc. 2005 - 2007
J.P. Morgan February 2005 - June 2005
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, Leveraged Finance, Securitization, Real Estate, Distressed Debt, Credit Analysis, Chapter 11, UCC filings, Secured Transactions, Asset Based Finance, Debt Restructuring, High Yield Bonds, Special Situations..., Event Driven, Special Situations, Private Equity, Restructuring, Credit
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Distressed Asset Investing (self-designed major)
University of Pennsylvania Law School
University of Chicago 2001 — 2005
BA, Economics
Ana Dunkel's J.P. Morgan Securities Inc. Experience 1994 - Present
Job Treasurer Vice President at Friedkin Companies, Inc.
Industry Automotive
Experience
Friedkin Companies, Inc. March 2012 - Present
J.P. Morgan Securities Inc 1994 - Present
JPMorgan June 1994 - March 2012
Education
Baylor University - Hankamer School of Business 1992 — 1994
Friedkin Companies, Inc. March 2012 - Present
J.P. Morgan Securities Inc 1994 - Present
JPMorgan June 1994 - March 2012
Education
Baylor University - Hankamer School of Business 1992 — 1994
Erik Sulzbach's J.P. Morgan Securities Inc. Experience 2000 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2000 - Present
J.P. Morgan Securities Inc. 2000 - Present
Cantor Fitzgerald October 1997 - December 1999
Skills
Series 7, Series 63, Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Securities, Bloomberg, Bonds, Options, Asset Allocation, Derivatives, ETFs, Equity Research, FINRA, Investment Strategies, Investments, Mutual Funds, Private Equity, Trading Systems
Education
University of Delaware 1992 — 1996
BA, History
Chaminade High School 1989 — 1992
St. William the Abbott 1979 — 1988
JPMorgan March 2000 - Present
J.P. Morgan Securities Inc. 2000 - Present
Cantor Fitzgerald October 1997 - December 1999
Skills
Series 7, Series 63, Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Securities, Bloomberg, Bonds, Options, Asset Allocation, Derivatives, ETFs, Equity Research, FINRA, Investment Strategies, Investments, Mutual Funds, Private Equity, Trading Systems
Education
University of Delaware 1992 — 1996
BA, History
Chaminade High School 1989 — 1992
St. William the Abbott 1979 — 1988
Scott Wentnick's J.P. Morgan Securities Inc. Experience January 2004 - April 2008
Job Vice President at TD Securities
Industry Investment Banking
Experience
TD Securities November 2008 - Present
JP Morgan Securities Inc. January 2004 - April 2008
Galway Financial Group, Inc. April 1997 - April 2003
Bostonia, Inc. January 1996 - March 1997
Dillon, Read & Co, Inc. April 1991 - January 1996
IDD Information Services September 1989 - April 1991
Education
Fordham University 1990 — 1993
MBA
Cornell University 1985 — 1989
BS, Business Management and Marketing
TD Securities November 2008 - Present
JP Morgan Securities Inc. January 2004 - April 2008
Galway Financial Group, Inc. April 1997 - April 2003
Bostonia, Inc. January 1996 - March 1997
Dillon, Read & Co, Inc. April 1991 - January 1996
IDD Information Services September 1989 - April 1991
Education
Fordham University 1990 — 1993
MBA
Cornell University 1985 — 1989
BS, Business Management and Marketing
Joe Lehrer's J.P. Morgan Securities Inc. Experience 2004 - 2005
Job Managing Director at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank 2012 - Present
J.P. Morgan 2005 - 2012
J.P. Morgan Securities Inc. 2004 - 2005
Bank One Capital Markets Inc. 2002 - 2004
Bank of America 1995 - 2002
Skills
Leveraged Finance, Corporate Finance, LBO, Private Equity, Capital Markets, Investment Banking, Asset Based Lending, Portfolio Management, Middle Market, Debt, Banking, Commercial Banking, Finance, Structured Finance, Cash Flow, Restructuring, Commercial Lending, Loans, Financial Structuring, Acquisitions, Recapitalizations
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Fifth Third Bank 2012 - Present
J.P. Morgan 2005 - 2012
J.P. Morgan Securities Inc. 2004 - 2005
Bank One Capital Markets Inc. 2002 - 2004
Bank of America 1995 - 2002
Skills
Leveraged Finance, Corporate Finance, LBO, Private Equity, Capital Markets, Investment Banking, Asset Based Lending, Portfolio Management, Middle Market, Debt, Banking, Commercial Banking, Finance, Structured Finance, Cash Flow, Restructuring, Commercial Lending, Loans, Financial Structuring, Acquisitions, Recapitalizations
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Randi-Ellen Lehrhoff's J.P. Morgan Securities Inc. Experience 1987 - Present
Job V.P. at JP Morgan Securities
Industry Investment Management
Experience
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
Daniel Kaplan's J.P. Morgan Securities Inc. Experience June 2006 - February 2009
Job Managing Director at Property Markets Group
Industry Real Estate
Experience
Property Markets Group November 2013 - Present
LCOR, INC May 2012 - November 2013
Alvarez and Marsal May 2009 - May 2012
JPMorgan July 2006 - February 2009
J.P. Morgan Securities Inc. June 2006 - February 2009
Skills
CMBS, Mezzanine, Securitization, DCF, Valuation, Structured Finance, Capital Markets, Financial Structuring, Investment Banking, Private Equity, Financial Modeling, Fixed Income, Real Estate Economics, Bloomberg, Asset Managment, Real Estate Transactions, Real Estate, Commercial Real Estate, Asset Management, Real Estate Financing, Investments, Restructuring, Due Diligence
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Business
City University (GB) 2005 — 2005
Property Markets Group November 2013 - Present
LCOR, INC May 2012 - November 2013
Alvarez and Marsal May 2009 - May 2012
JPMorgan July 2006 - February 2009
J.P. Morgan Securities Inc. June 2006 - February 2009
Skills
CMBS, Mezzanine, Securitization, DCF, Valuation, Structured Finance, Capital Markets, Financial Structuring, Investment Banking, Private Equity, Financial Modeling, Fixed Income, Real Estate Economics, Bloomberg, Asset Managment, Real Estate Transactions, Real Estate, Commercial Real Estate, Asset Management, Real Estate Financing, Investments, Restructuring, Due Diligence
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Business
City University (GB) 2005 — 2005
Mark Solomons's J.P. Morgan Securities Inc. Experience January 1997 - July 2011
Job Managing Director, Head of West Coast Tech M&A at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
John Dever's J.P. Morgan Securities Inc. Experience December 1995 - May 2003
Job Vice President Portfolio Manager at TD
Industry Capital Markets
Experience
TD June 2014 - Present
Continental Bank February 2013 - June 2014
ING Direct July 2005 - July 2012
GMAC Commercial Mortgage June 2003 - July 2005
JP Morgan Securities Inc. December 1995 - May 2003
PFPC August 1994 - December 1995
Skills
CMBS, ABS, Fixed Income, Investments, Valuation, Asset Managment, Capital Markets, Financial Analysis, Financial Modeling, Loans, Underwriting, Derivatives
Education
La Salle University - School of Business Administration 1990 — 1994
BS, Accounting
La Salle College High School 1986 — 1989
TD June 2014 - Present
Continental Bank February 2013 - June 2014
ING Direct July 2005 - July 2012
GMAC Commercial Mortgage June 2003 - July 2005
JP Morgan Securities Inc. December 1995 - May 2003
PFPC August 1994 - December 1995
Skills
CMBS, ABS, Fixed Income, Investments, Valuation, Asset Managment, Capital Markets, Financial Analysis, Financial Modeling, Loans, Underwriting, Derivatives
Education
La Salle University - School of Business Administration 1990 — 1994
BS, Accounting
La Salle College High School 1986 — 1989
Suhasini Cetlur's J.P. Morgan Securities Inc. Experience 2009 - Present
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
Maryrose Heverling-Dougherty's J.P. Morgan Securities Inc. Experience 2002 - 2004
Job Senior Management Risk Professional
Industry Insurance
Experience
Radian May 2008 - September 2011
Radian Guaranty Inc 2008 - September 2011
Radian May 2005 - December 2007
Chase Manhattan Corporation August 2004 - May 2005
JP Morgan June 2002 - August 2004
J.P. Morgan Securities Inc. 2002 - 2004
JP Morgan Chase 2000 - 2002
Skills
Financial Modeling, Securitization, Financial Analysis, Valuation, Credit, Bloomberg, Risk Management, Structured Finance, ABS, Capital Markets, Fixed Income, Banking, Finance, Mergers, Financial Reporting, Financial Risk, Financial Services, Investment Banking, Leadership
Education
Villanova University 2004 — 2006
MBA, Finance
Cardinal O'Hara
Academics.
Fordham University
Bachelor of Science, Finance and Accounting
Upper Darby High School
Academics
Radian May 2008 - September 2011
Radian Guaranty Inc 2008 - September 2011
Radian May 2005 - December 2007
Chase Manhattan Corporation August 2004 - May 2005
JP Morgan June 2002 - August 2004
J.P. Morgan Securities Inc. 2002 - 2004
JP Morgan Chase 2000 - 2002
Skills
Financial Modeling, Securitization, Financial Analysis, Valuation, Credit, Bloomberg, Risk Management, Structured Finance, ABS, Capital Markets, Fixed Income, Banking, Finance, Mergers, Financial Reporting, Financial Risk, Financial Services, Investment Banking, Leadership
Education
Villanova University 2004 — 2006
MBA, Finance
Cardinal O'Hara
Academics.
Fordham University
Bachelor of Science, Finance and Accounting
Upper Darby High School
Academics
Denise Bright's J.P. Morgan Securities Inc. Experience 1991 - 2007
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Andrew Soong's J.P. Morgan Securities Inc. Experience June 1998 - July 2002
Job Senior Director, Head of FX at MoneyGram International
Industry Banking
Experience
MoneyGram International June 2012 - Present
GPS Capital Markets, Inc. - Member of the BDO Seidman Alliance February 2010 - June 2012
JPMorgan Chase July 2002 - February 2009
J.P. Morgan Securities Inc. June 1998 - July 2002
Zivnostenska Banka 1993 - 1995
Skills
Financial Modeling, Corporate Finance, Risk Management, Finance, Investment Banking, FX Options, Financial Analysis, Derivatives, Trading, Banking
Education
Tulane University - A.B. Freeman School of Business
MBA, Finance & Accounting
University of Oregon
B.S., Finance and Management
MoneyGram International June 2012 - Present
GPS Capital Markets, Inc. - Member of the BDO Seidman Alliance February 2010 - June 2012
JPMorgan Chase July 2002 - February 2009
J.P. Morgan Securities Inc. June 1998 - July 2002
Zivnostenska Banka 1993 - 1995
Skills
Financial Modeling, Corporate Finance, Risk Management, Finance, Investment Banking, FX Options, Financial Analysis, Derivatives, Trading, Banking
Education
Tulane University - A.B. Freeman School of Business
MBA, Finance & Accounting
University of Oregon
B.S., Finance and Management
Eileen B. Foley's J.P. Morgan Securities Inc. Experience 1999 - 2008
Job Vice President at Ramirez & Co., Inc.
Industry Financial Services
Experience
Northeast Women In Public Finance November 2013 - Present
Ramirez & Co., Inc. March 2012 - Present
Lebenthal & Co. LLC August 2009 - January 2012
Sabbatical April 2008 - August 2009
JPMorgan Securities October 1999 - April 2008
J.P. Morgan Securities Inc. 1999 - 2008
H.C. Wainwright June 1998 - October 1999
Skills
Bonds, Market Risk, Financial Services, Capital Markets, Investment Banking, Credit Analysis, Banking, Interest Rate..., Finance, Fixed Income, Financial Advisory, Bloomberg, Securities, Derivatives, Financial Modeling, Series 7, Structured Finance
Education
Loyola College in Maryland 1994 — 1998
Bachelor of Business Administration- Summa Cum Laude, Finance (major), Spanish (minor)
Chatham High 1990 — 1994
Northeast Women In Public Finance November 2013 - Present
Ramirez & Co., Inc. March 2012 - Present
Lebenthal & Co. LLC August 2009 - January 2012
Sabbatical April 2008 - August 2009
JPMorgan Securities October 1999 - April 2008
J.P. Morgan Securities Inc. 1999 - 2008
H.C. Wainwright June 1998 - October 1999
Skills
Bonds, Market Risk, Financial Services, Capital Markets, Investment Banking, Credit Analysis, Banking, Interest Rate..., Finance, Fixed Income, Financial Advisory, Bloomberg, Securities, Derivatives, Financial Modeling, Series 7, Structured Finance
Education
Loyola College in Maryland 1994 — 1998
Bachelor of Business Administration- Summa Cum Laude, Finance (major), Spanish (minor)
Chatham High 1990 — 1994
Karl Pettijohn's J.P. Morgan Securities Inc. Experience June 2009 - Present
Job Managing Director, JP Morgan Securities, Inc.
Industry Financial Services
Experience
JP Morgan Securities, Inc. June 2009 - Present
Skills
Asset Management, Asset Managment, Business Strategy, Equities, Financial Analysis, Wealth Management, Portfolio Management, Entrepreneurship, Leadership, Management, Financial Services, Investments
Education
Cornell University 1981 — 1985
Bachelor of Science (BS), School of Hotel Administration
JP Morgan Securities, Inc. June 2009 - Present
Skills
Asset Management, Asset Managment, Business Strategy, Equities, Financial Analysis, Wealth Management, Portfolio Management, Entrepreneurship, Leadership, Management, Financial Services, Investments
Education
Cornell University 1981 — 1985
Bachelor of Science (BS), School of Hotel Administration
Gary McNorrill's J.P. Morgan Securities Inc. Experience 2006 - 2008
Job COO & Managing Director at Banks Street Partners
Industry Financial Services
Experience
Banks Street Partners, LLC December 2010 - Present
Edge Capital Partners, LLC 2008 - March 2011
J.P. Morgan Securities Inc. 2006 - 2008
Alston & Bird LLP 2002 - 2006
Speaker Newt Gingrich 1994 - 1998
Skills
Mergers, Private Equity, Due Diligence, Venture Capital, Securities, Capital Markets, Corporate Law, Securities Regulation, Corporate Governance, Corporate Finance, Valuation
Education
Emory University School of Law 1998 — 2001
JD
The University of Georgia 1991 — 1994
B.S., Political Science
Banks Street Partners, LLC December 2010 - Present
Edge Capital Partners, LLC 2008 - March 2011
J.P. Morgan Securities Inc. 2006 - 2008
Alston & Bird LLP 2002 - 2006
Speaker Newt Gingrich 1994 - 1998
Skills
Mergers, Private Equity, Due Diligence, Venture Capital, Securities, Capital Markets, Corporate Law, Securities Regulation, Corporate Governance, Corporate Finance, Valuation
Education
Emory University School of Law 1998 — 2001
JD
The University of Georgia 1991 — 1994
B.S., Political Science
Tammy Mauro's J.P. Morgan Securities Inc. Experience 1994 - 1996
Job Vice President at BCB Community Bank
Industry Commercial Real Estate
Experience
BCB Community Bank January 2005 - Present
NorCrown Bank 2002 - 2005
Moody's Investors Service 2000 - 2002
PRUDENTIAL MORTGAGE CAPITAL COMPANY 1999 - 2000
CONTIFINANCIAL CORPORATION 1996 - 1999
J.P. MORGAN SECURITIES INC 1994 - 1996
J.B. HANAUER & ASSOCIATES 1993 - 1994
Seton Medical Center 1989 - 1993
Skills
Risk, Banking, Lines Of Credit, Risk Management, Commercial Lending, Loan Closing, Loan Servicing, Loan Operations, Loan Modification, Assets Recovery, Department Management, Reporting & Analysis, Commercial Mortgages, Management, Portfolio Management, Closings, Credit, Credit Risk, Financial Analysis, Financial Risk, Loan Modifications, Loan Origination
Education
Montclair State University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Berkeley College-Woodland Park 1993 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Austin Community College 1990 — 1992
Accounting
BCB Community Bank January 2005 - Present
NorCrown Bank 2002 - 2005
Moody's Investors Service 2000 - 2002
PRUDENTIAL MORTGAGE CAPITAL COMPANY 1999 - 2000
CONTIFINANCIAL CORPORATION 1996 - 1999
J.P. MORGAN SECURITIES INC 1994 - 1996
J.B. HANAUER & ASSOCIATES 1993 - 1994
Seton Medical Center 1989 - 1993
Skills
Risk, Banking, Lines Of Credit, Risk Management, Commercial Lending, Loan Closing, Loan Servicing, Loan Operations, Loan Modification, Assets Recovery, Department Management, Reporting & Analysis, Commercial Mortgages, Management, Portfolio Management, Closings, Credit, Credit Risk, Financial Analysis, Financial Risk, Loan Modifications, Loan Origination
Education
Montclair State University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Berkeley College-Woodland Park 1993 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Austin Community College 1990 — 1992
Accounting
Peter Bachmore's J.P. Morgan Securities Inc. Experience October 1999 - May 2005
Job Managing Director & Global Control Room Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
RBC Capital Markets December 2009 - February 2014
Cowen and Company, LLC April 2006 - December 2009
CIBC World Markets June 2005 - March 2006
J.P. Morgan Securities Inc October 1999 - May 2005
NYS Office of the Attorney General May 1997 - May 1999
Howrey & Simon January 1995 - September 1996
Skills
Series 7, Compliance, Risk Management, Risk Assessment, Management, AML, Internal Audit, Banking, Corporate Law, FINRA, Auditing, Financial Services, Corporate Governance, Anti Money Laundering, Asset Management, Capital Markets, Securities, Investment Banking
Education
Syracuse University College of Law 1996 — 1999
Doctor of Law (J.D.)
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Government and Law
BNY Mellon February 2014 - Present
RBC Capital Markets December 2009 - February 2014
Cowen and Company, LLC April 2006 - December 2009
CIBC World Markets June 2005 - March 2006
J.P. Morgan Securities Inc October 1999 - May 2005
NYS Office of the Attorney General May 1997 - May 1999
Howrey & Simon January 1995 - September 1996
Skills
Series 7, Compliance, Risk Management, Risk Assessment, Management, AML, Internal Audit, Banking, Corporate Law, FINRA, Auditing, Financial Services, Corporate Governance, Anti Money Laundering, Asset Management, Capital Markets, Securities, Investment Banking
Education
Syracuse University College of Law 1996 — 1999
Doctor of Law (J.D.)
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Government and Law
Darius Sutrinaitis's J.P. Morgan Securities Inc. Experience 2006 - July 2010
Job Relationship Manager at Regions Bank
Industry Banking
Experience
Regions Bank October 2014 - Present
Wells Fargo Advisors, LLC July 2014 - October 2014
U.S. Bank July 2010 - December 2013
J.P. Morgan Securities Inc. 2006 - July 2010
Skills
Finance, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Investments, Corporate Finance, Equities, Fixed Income
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Finance & Accountancy
Regions Bank October 2014 - Present
Wells Fargo Advisors, LLC July 2014 - October 2014
U.S. Bank July 2010 - December 2013
J.P. Morgan Securities Inc. 2006 - July 2010
Skills
Finance, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Investments, Corporate Finance, Equities, Fixed Income
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Finance & Accountancy
Betty Infantes's J.P. Morgan Securities Inc. Experience 1990 - 2008
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC March 2009 - Present
DEPFA First Albany Securities LLC September 2008 - March 2009
J.P. Morgan Securities Inc. 1990 - 2008
Skills
Portfolio Management, Capital Markets, Securities, Bonds, Investment Banking, Derivatives, Series 7, Bloomberg, Equities, Fixed Income, Series 63, Alternative Investments, Valuation, Structured Finance
Education
Montclair State University 2004 — 2012
Bachelor of Arts (B.A.), Justice Studies, Concentration in Paralegal Studies
Jefferies LLC March 2009 - Present
DEPFA First Albany Securities LLC September 2008 - March 2009
J.P. Morgan Securities Inc. 1990 - 2008
Skills
Portfolio Management, Capital Markets, Securities, Bonds, Investment Banking, Derivatives, Series 7, Bloomberg, Equities, Fixed Income, Series 63, Alternative Investments, Valuation, Structured Finance
Education
Montclair State University 2004 — 2012
Bachelor of Arts (B.A.), Justice Studies, Concentration in Paralegal Studies
Beth Provanzana's J.P. Morgan Securities Inc. Experience 1997 - 2005
Job COO, Risk Management at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
Northern Trust 2013 - 2014
Northern Trust Global Investments 2010 - 2013
Chase Capital Corporation 2007 - 2009
Chase Bank, NA 2005 - 2007
J.P. Morgan Securities Inc 1997 - 2005
First Chicago 1995 - 1997
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MM, Finance
Washington and Lee University 1991 — 1995
BA, Economics and Romance Languages
Northern Trust Corporation May 2014 - Present
Northern Trust 2013 - 2014
Northern Trust Global Investments 2010 - 2013
Chase Capital Corporation 2007 - 2009
Chase Bank, NA 2005 - 2007
J.P. Morgan Securities Inc 1997 - 2005
First Chicago 1995 - 1997
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MM, Finance
Washington and Lee University 1991 — 1995
BA, Economics and Romance Languages
Alton McDowell's J.P. Morgan Securities Inc. Experience 2000 - Present
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Managing DirectorJPMorgan Chase2011 - Present
J.P. Morgan Securities Inc. 2000 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Fnance
University of Houston, C.T. Bauer College of Business
JPMorgan Managing DirectorJPMorgan Chase2011 - Present
J.P. Morgan Securities Inc. 2000 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Fnance
University of Houston, C.T. Bauer College of Business
Mike Vikman's J.P. Morgan Securities Inc. Experience February 2010 - July 2012
Job Capital Markets Advisory
Industry Financial Services
Experience
Ernst & Young February 2013 - Present
HSBC Securities October 2012 - March 2013
J.P. Morgan Securities Inc. February 2010 - July 2012
J.P. Morgan Chase Bank NA April 2007 - February 2008
J.P. Morgan Futures Inc May 2005 - April 2007
Skills
Derivatives, Prime Brokerage, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Options, FX Options, Securities, Swaps, Commodity, Trading Systems
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
MBA, Finance
Ernst & Young February 2013 - Present
HSBC Securities October 2012 - March 2013
J.P. Morgan Securities Inc. February 2010 - July 2012
J.P. Morgan Chase Bank NA April 2007 - February 2008
J.P. Morgan Futures Inc May 2005 - April 2007
Skills
Derivatives, Prime Brokerage, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Options, FX Options, Securities, Swaps, Commodity, Trading Systems
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
MBA, Finance
Peter Burton's J.P. Morgan Securities Inc. Experience August 2000 - November 2002
Job Senior Vice President at Medley Capital
Industry Financial Services
Experience
Medley June 2014 - Present
White Oak Merchant Partners, LLC February 2012 - June 2014
BTIG January 2010 - December 2011
Emporia Capital Management, LLC July 2006 - April 2009
The Royal Bank of Scotland plc May 2003 - July 2006
J.P. Morgan Securities Inc. August 2000 - November 2002
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Analysis, Deal Structuring, Transaction, Valuation, Financial Analysis, Corporate Finance, Credit, Structuring, Deal Sourcing, Underwriting, Loans, Leveraged Finance, Capital Markets, LBO, Middle Market
Education
Queen's University 1996 — 2000
BComm, Business and Finance
Upper Canada College 1985 — 2000
Medley June 2014 - Present
White Oak Merchant Partners, LLC February 2012 - June 2014
BTIG January 2010 - December 2011
Emporia Capital Management, LLC July 2006 - April 2009
The Royal Bank of Scotland plc May 2003 - July 2006
J.P. Morgan Securities Inc. August 2000 - November 2002
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Analysis, Deal Structuring, Transaction, Valuation, Financial Analysis, Corporate Finance, Credit, Structuring, Deal Sourcing, Underwriting, Loans, Leveraged Finance, Capital Markets, LBO, Middle Market
Education
Queen's University 1996 — 2000
BComm, Business and Finance
Upper Canada College 1985 — 2000
Jim Nickolas's J.P. Morgan Securities Inc. Experience September 2001 - June 2008
Job Chief Financial Officer Caterpillar Global Mining
Industry Financial Services
Experience
Caterpillar Global Mining January 2013 - Present
Caterpillar Inc. January 2011 - December 2012
Caterpillar October 2008 - January 2011
J.P. Morgan Securities Inc. September 2001 - June 2008
Coopers & Lybrand January 1994 - July 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Mergers, Due Diligence, M&A experience, Financial Analysis, Strategic Planning, Banking, Budgets, Investments, Acquisitions, Deal Sourcing, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Chicago Law School 1997 — 2001
JD
University of Illinois at Urbana-Champaign 1991 — 1994
B.S., Accounting
Caterpillar Global Mining January 2013 - Present
Caterpillar Inc. January 2011 - December 2012
Caterpillar October 2008 - January 2011
J.P. Morgan Securities Inc. September 2001 - June 2008
Coopers & Lybrand January 1994 - July 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Mergers, Due Diligence, M&A experience, Financial Analysis, Strategic Planning, Banking, Budgets, Investments, Acquisitions, Deal Sourcing, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Chicago Law School 1997 — 2001
JD
University of Illinois at Urbana-Champaign 1991 — 1994
B.S., Accounting
Marco Villegas's J.P. Morgan Securities Inc. Experience 2002 - Present
Job Strategy Consultant at Accenture
Industry Financial Services
Experience
Accenture October 2011 - Present
J.P. Morgan Securities Inc. 2002 - Present
JPMorgan June 2002 - December 2008
Skills
Financial Modeling, Valuation, Management Consulting, Emerging Markets, Strategy, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Business Strategy, Due Diligence, Capital Markets, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
New York University 1998 — 2002
Bachelor's of Science, Finance and International Business
Accenture October 2011 - Present
J.P. Morgan Securities Inc. 2002 - Present
JPMorgan June 2002 - December 2008
Skills
Financial Modeling, Valuation, Management Consulting, Emerging Markets, Strategy, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Business Strategy, Due Diligence, Capital Markets, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
New York University 1998 — 2002
Bachelor's of Science, Finance and International Business
Bill Cassidy's J.P. Morgan Securities Inc. Experience August 1995 - December 2001
Job EVP & CFO at Bonanza Creek Energy, Inc.
Industry Oil & Energy
Experience
Bonanza Creek Energy, Inc. September 2013 - Present
Oasis Petroleum Inc. September 2010 - Present
RPA Capital, LLC November 2009 - September 2013
Puma Energy International May 2013 - August 2013
GasValpo SA, Chile September 2008 - September 2012
USDCM LLC November 2008 - October 2009
Barclays Capital Inc. July 2006 - October 2008
Banc of America Securities January 2002 - July 2006
JP Morgan Securities Inc. August 1995 - December 2001
Conoco Inc. September 1989 - July 1993
Skills
Investment Banking, Private Equity, Natural Gas, Gas, Valuation, Energy, Energy Industry, Investments, Venture Capital, Emerging Markets, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Imperial College London 1988 — 1989
MS
University College Cork 1984 — 1988
BS
Bonanza Creek Energy, Inc. September 2013 - Present
Oasis Petroleum Inc. September 2010 - Present
RPA Capital, LLC November 2009 - September 2013
Puma Energy International May 2013 - August 2013
GasValpo SA, Chile September 2008 - September 2012
USDCM LLC November 2008 - October 2009
Barclays Capital Inc. July 2006 - October 2008
Banc of America Securities January 2002 - July 2006
JP Morgan Securities Inc. August 1995 - December 2001
Conoco Inc. September 1989 - July 1993
Skills
Investment Banking, Private Equity, Natural Gas, Gas, Valuation, Energy, Energy Industry, Investments, Venture Capital, Emerging Markets, Mergers & Acquisitions, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Imperial College London 1988 — 1989
MS
University College Cork 1984 — 1988
BS
Antoine Zemor's J.P. Morgan Securities Inc. Experience 1985 - 2008
Job Tax Law Specialist at US Treasury IRS
Industry Investment Banking
Experience
US Treasury - IRS June 2009 - Present
J.P. Morgan Securities Inc. 1985 - 2008
Skills
Municipal Bonds, Tax exempt bonds, Music Performance, Solo Piano
Education
The Juilliard School 1978 — 1985
MM, DMA, Music
Purchase College, SUNY 1975 — 1978
BFA, Fine Arts
US Treasury - IRS June 2009 - Present
J.P. Morgan Securities Inc. 1985 - 2008
Skills
Municipal Bonds, Tax exempt bonds, Music Performance, Solo Piano
Education
The Juilliard School 1978 — 1985
MM, DMA, Music
Purchase College, SUNY 1975 — 1978
BFA, Fine Arts
Robert Mellinger's J.P. Morgan Securities Inc. Experience September 1999 - June 2002
Job Director, Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. July 2002 - Present
J.P. Morgan Securities Inc. September 1999 - June 2002
EVEREN Securities February 1998 - September 1999
Skills
Investment Banking, Finance, Bonds, Credit, Loans, Capital Markets, Financial Modeling
Education
Indiana University - Kelley School of Business 1992 — 1996
B.S., Finance
Northwood High School 1988 — 1992
Citigroup Global Markets Inc. July 2002 - Present
J.P. Morgan Securities Inc. September 1999 - June 2002
EVEREN Securities February 1998 - September 1999
Skills
Investment Banking, Finance, Bonds, Credit, Loans, Capital Markets, Financial Modeling
Education
Indiana University - Kelley School of Business 1992 — 1996
B.S., Finance
Northwood High School 1988 — 1992
Arthur Djang's J.P. Morgan Securities Inc. Experience 1995 - 1996
Job Adjunct Professor of Finance at CUHK School of Business, The Chinese University of Hong Kong
Industry Financial Services
Experience
CUHK School of Business, The Chinese University of Hong Kong 2011 - Present
Babson Capital Management 2004 - 2013
AIG Global Investment Corporation 1996 - 2004
JP Morgan Securities Inc. 1995 - 1996
JP Morgan Trust Bank Ltd. 1990 - 1994
Merrill Lynch Capital Markets 1988 - 1990
The First Boston Corporation 1984 - 1988
Skills
Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Private Equity, Risk Management, Asset Managment, Bloomberg, Management, Capital Markets, Derivatives, Valuation, Equities, Structured Products, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Mathematical Methods in Engineering and Operations Research
Stanford University
Ph.D., Operations Research
Stanford University
M.S., Operations Research
CUHK School of Business, The Chinese University of Hong Kong 2011 - Present
Babson Capital Management 2004 - 2013
AIG Global Investment Corporation 1996 - 2004
JP Morgan Securities Inc. 1995 - 1996
JP Morgan Trust Bank Ltd. 1990 - 1994
Merrill Lynch Capital Markets 1988 - 1990
The First Boston Corporation 1984 - 1988
Skills
Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Private Equity, Risk Management, Asset Managment, Bloomberg, Management, Capital Markets, Derivatives, Valuation, Equities, Structured Products, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Mathematical Methods in Engineering and Operations Research
Stanford University
Ph.D., Operations Research
Stanford University
M.S., Operations Research
David Lefkowitz's J.P. Morgan Securities Inc. Experience 2008 - Present
Job MD at JP Morgan
Industry Banking
Experience
JP Morgan Securities Inc 2008 - Present
Bear Stearns 2000 - 2008
Education
Cornell University 1991 — 1995
Bachelor of Science (BS)
JP Morgan Securities Inc 2008 - Present
Bear Stearns 2000 - 2008
Education
Cornell University 1991 — 1995
Bachelor of Science (BS)
Jamie Viceconte's J.P. Morgan Securities Inc. Experience 1987 - 1992
Job Managing Director Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
Chip Fauver's J.P. Morgan Securities Inc. Experience 1983 - 2008
Job CoCOO of Global Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
Trish Ostergaard, CFA's J.P. Morgan Securities Inc. Experience 1988 - 1998
Job Client Relationship Manager/Fixed Income Product Specialist
Industry Financial Services
Experience
Bank of America 2013 - Present
20 Gates Management LLC / Hudson Castle Group Inc. 2009 - 2013
Morgan Stanley 1998 - 2009
J.P. Morgan Securities Inc. 1988 - 1998
Skills
Investor Development, Asset-backed Commercial..., Commercial Paper, Fixed Income, ABS, Capital Markets, Manage Client..., Securitization, Securities, Asset Managment, Structured Finance, Investor Relations, Trading, Relationship Management, Mutual Funds, Institutional..., Asset Management, Portfolio Management, Structured Products
Education
New York University
Certificate Program, Non-profit Fundraising and Philanthropy
Georgetown University
Master of Science (MS), Foreign Service
Lafayette College
BA International Affairs
Bank of America 2013 - Present
20 Gates Management LLC / Hudson Castle Group Inc. 2009 - 2013
Morgan Stanley 1998 - 2009
J.P. Morgan Securities Inc. 1988 - 1998
Skills
Investor Development, Asset-backed Commercial..., Commercial Paper, Fixed Income, ABS, Capital Markets, Manage Client..., Securitization, Securities, Asset Managment, Structured Finance, Investor Relations, Trading, Relationship Management, Mutual Funds, Institutional..., Asset Management, Portfolio Management, Structured Products
Education
New York University
Certificate Program, Non-profit Fundraising and Philanthropy
Georgetown University
Master of Science (MS), Foreign Service
Lafayette College
BA International Affairs
Yoon Lee's J.P. Morgan Securities Inc. Experience May 2003 - March 2009
Job Director, Public Finance, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2013 - Present
The Medical Center Company August 2011 - August 2013
University of California March 2009 - July 2011
J.P. Morgan Securities Inc. May 2003 - March 2009
Public Resources Advisory Group March 2001 - May 2003
Skills
Public Finance, Investment Banking, Non-profits, Managerial Finance, Nonprofits, Strategic Planning, Renewable Energy, Financial Analysis, Strategic Financial..., Energy Efficiency, Financial Reporting, Financial Modeling, Higher Education, Financial Management, Debt, Treasury Management, Certified Treasury..., Treasury, Tax-Exempt Finance, Taxable Bonds, Risk Management, Healthcare Finance, Capital Markets, Corporate Finance, Fixed Income, Business Strategy, Bonds, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
New York University School of Medicine 1997 — 1998
Yale University 1993 — 1997
B.S.
Wells Fargo Securities August 2013 - Present
The Medical Center Company August 2011 - August 2013
University of California March 2009 - July 2011
J.P. Morgan Securities Inc. May 2003 - March 2009
Public Resources Advisory Group March 2001 - May 2003
Skills
Public Finance, Investment Banking, Non-profits, Managerial Finance, Nonprofits, Strategic Planning, Renewable Energy, Financial Analysis, Strategic Financial..., Energy Efficiency, Financial Reporting, Financial Modeling, Higher Education, Financial Management, Debt, Treasury Management, Certified Treasury..., Treasury, Tax-Exempt Finance, Taxable Bonds, Risk Management, Healthcare Finance, Capital Markets, Corporate Finance, Fixed Income, Business Strategy, Bonds, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
New York University School of Medicine 1997 — 1998
Yale University 1993 — 1997
B.S.
James Carlin's J.P. Morgan Securities Inc. Experience April 1999 - June 2008
Job Entrepreneur/Venture Capital
Industry Venture Capital & Private Equity
Experience
innov8ventures January 2010 - Present
HighrUp 2013 - Present
EcoTally June 2013 - Present
Energy Results January 2009 - Present
J.P. Morgan Securities, Inc. April 1999 - June 2008
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, Accounting, Economics Concentration
Michigan State University
Bachelor of Arts (BA), International Relations
innov8ventures January 2010 - Present
HighrUp 2013 - Present
EcoTally June 2013 - Present
Energy Results January 2009 - Present
J.P. Morgan Securities, Inc. April 1999 - June 2008
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, Accounting, Economics Concentration
Michigan State University
Bachelor of Arts (BA), International Relations
Paul Loumeau's J.P. Morgan Securities Inc. Experience September 1990 - May 1991
Job Attorney
Industry Law Practice
Experience
Cartafalsa Slattery Turpin & Lenoff January 2010 - Present
L'Abbate Balkan Colavita & Contini April 2008 - July 2009
Kelly Rode & Kelly LLP June 2003 - April 2008
Law Offices of Zawacki Everett Gray and McLaughlin October 2000 - May 2003
Federal Reserve Bank of New York December 1992 - August 1997
Federal Reserve Bank of New York 1991 - 1992
J.P. Morgan Securities Inc. September 1990 - May 1991
Morgan Guaranty Trust Company Of New York July 1988 - September 1990
Education
City University of New York School of Law 1997 — 2000
J.D.
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Accounting & Finance
Fairfield University 1984 — 1988
B.S., Marketing
Chaminade High School 1980 — 1984
Our Lady of Victory
Cartafalsa Slattery Turpin & Lenoff January 2010 - Present
L'Abbate Balkan Colavita & Contini April 2008 - July 2009
Kelly Rode & Kelly LLP June 2003 - April 2008
Law Offices of Zawacki Everett Gray and McLaughlin October 2000 - May 2003
Federal Reserve Bank of New York December 1992 - August 1997
Federal Reserve Bank of New York 1991 - 1992
J.P. Morgan Securities Inc. September 1990 - May 1991
Morgan Guaranty Trust Company Of New York July 1988 - September 1990
Education
City University of New York School of Law 1997 — 2000
J.D.
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Accounting & Finance
Fairfield University 1984 — 1988
B.S., Marketing
Chaminade High School 1980 — 1984
Our Lady of Victory
Fouad Onbargi's J.P. Morgan Securities Inc. Experience 1999 - 2002
Job Head of Origination/Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P. May 2011 - Present
Aladdin Capital September 2009 - May 2011
Barclays Capital June 2002 - April 2009
J.P. Morgan Securities Inc 1999 - 2002
Banc One Capital Markets 1999 - 2002
JPMorgan 1999 - 2002
Sidley Austin 1996 - 1999
White & Case 1993 - 1996
Skills
Fluent in Arabic,..., Equities, Italian, ABS, Structured Finance, Financial Structuring, Structured Products, French, Derivatives, Fixed Income, Loan Origination, Capital Markets, Arabic, Securitization, Bonds, Analysis, Investment Banking, Hedge Funds, Corporate Governance
Education
Georgetown School of Foreign Service 1989 — 1993
MS, Finance / IBD
Georgetown University Law Center 1989 — 1993
JD/MSFS, Law & International Relations
Harvard University 1985 — 1989
BA, Government & Near Eastern Studies
KGS-Alpha Capital Markets, L.P. May 2011 - Present
Aladdin Capital September 2009 - May 2011
Barclays Capital June 2002 - April 2009
J.P. Morgan Securities Inc 1999 - 2002
Banc One Capital Markets 1999 - 2002
JPMorgan 1999 - 2002
Sidley Austin 1996 - 1999
White & Case 1993 - 1996
Skills
Fluent in Arabic,..., Equities, Italian, ABS, Structured Finance, Financial Structuring, Structured Products, French, Derivatives, Fixed Income, Loan Origination, Capital Markets, Arabic, Securitization, Bonds, Analysis, Investment Banking, Hedge Funds, Corporate Governance
Education
Georgetown School of Foreign Service 1989 — 1993
MS, Finance / IBD
Georgetown University Law Center 1989 — 1993
JD/MSFS, Law & International Relations
Harvard University 1985 — 1989
BA, Government & Near Eastern Studies
Gyliane Morgan's J.P. Morgan Securities Inc. Experience 1987 - 1989
Job Vice President at Radian Asset Assurance Inc Public Finance Risk Mgmt
Industry Investment Management
Experience
Radian Asset Assurance Inc October 2009 - Present
JPMorgan Chase 2006 - 2009
Prudential Financial 1989 - 2004
JP Morgan Securities, Inc. 1987 - 1989
Skills
Non-profits, Healthcare, Higher Education, Fixed Income, Bonds, Capital Markets, Investment Banking, Credit Analysis, Financial Analysis, Securities, Investments, Credit, Nonprofits
Education
New York University 1985 — 1987
MPA, Public Finance & Financial Mgmt
New York University 1978 — 1982
Bachelor's Degree, BA in Biology and French Literature
Radian Asset Assurance Inc October 2009 - Present
JPMorgan Chase 2006 - 2009
Prudential Financial 1989 - 2004
JP Morgan Securities, Inc. 1987 - 1989
Skills
Non-profits, Healthcare, Higher Education, Fixed Income, Bonds, Capital Markets, Investment Banking, Credit Analysis, Financial Analysis, Securities, Investments, Credit, Nonprofits
Education
New York University 1985 — 1987
MPA, Public Finance & Financial Mgmt
New York University 1978 — 1982
Bachelor's Degree, BA in Biology and French Literature
Jonathan Showell's J.P. Morgan Securities Inc. Experience April 2010 - April 2011
Job Compliance Officer
Industry Legal Services
Experience
Merrill Lynch, Pierce, Fenner & Smith Incorporated June 2014 - November 2014
HSBC Bank USA Inc. September 2013 - May 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated June 2011 - September 2012
J.P. Morgan Securities, Inc. April 2010 - April 2011
Investment Banking Institute 2009 - 2009
Orrick, Herrington & Sutcliffe LLP February 2005 - November 2008
Orrick, Herrington & Sutcliffe LLP September 1997 - February 2005
U.S. Consulate General, St. Petersburg, Russia, Bureau of Diplomatic Security October 1993 - September 1996
U.S. Consulate General, St. Petersburg, Russia November 1991 - September 1993
Education
Leningrad State University named after A.S. Pushkin 1990 — 1990
Russian Language
The University of Chicago 1985 — 1989
B.A., History
Investment Banking Institute
Norwich University
Russian language
Merrill Lynch, Pierce, Fenner & Smith Incorporated June 2014 - November 2014
HSBC Bank USA Inc. September 2013 - May 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated June 2011 - September 2012
J.P. Morgan Securities, Inc. April 2010 - April 2011
Investment Banking Institute 2009 - 2009
Orrick, Herrington & Sutcliffe LLP February 2005 - November 2008
Orrick, Herrington & Sutcliffe LLP September 1997 - February 2005
U.S. Consulate General, St. Petersburg, Russia, Bureau of Diplomatic Security October 1993 - September 1996
U.S. Consulate General, St. Petersburg, Russia November 1991 - September 1993
Education
Leningrad State University named after A.S. Pushkin 1990 — 1990
Russian Language
The University of Chicago 1985 — 1989
B.A., History
Investment Banking Institute
Norwich University
Russian language
Adam Joseph's J.P. Morgan Securities Inc. Experience 1992 - 2006
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Soundview Credit Strategies March 2009 - November 2009
Bank of America April 2006 - January 2009
J.P. Morgan Securities Inc. 1992 - 2006
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Wesleyan University 1983 — 1987
BA, Economics
Wells Fargo Securities September 2009 - Present
Soundview Credit Strategies March 2009 - November 2009
Bank of America April 2006 - January 2009
J.P. Morgan Securities Inc. 1992 - 2006
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Wesleyan University 1983 — 1987
BA, Economics
Chuck Stafford's J.P. Morgan Securities Inc. Experience 2000 - 2008
Job Director, Healthcare Investment Banking at Ziegler
Industry Hospital & Health Care
Experience
Ziegler August 2011 - Present
QHR January 2009 - July 2011
J.P. Morgan Securities Inc. 2000 - 2008
Skills
Investment Banking, Capital Markets, Finance, Hospitals, Healthcare, Financial Risk..., New Business Development, Municipal Bonds, Derivatives, Financial Modeling
Education
The Wharton School, University of Pennsylvania
MBA, Finance
University of North Carolina at Chapel Hill
BA, Economics
Ziegler August 2011 - Present
QHR January 2009 - July 2011
J.P. Morgan Securities Inc. 2000 - 2008
Skills
Investment Banking, Capital Markets, Finance, Hospitals, Healthcare, Financial Risk..., New Business Development, Municipal Bonds, Derivatives, Financial Modeling
Education
The Wharton School, University of Pennsylvania
MBA, Finance
University of North Carolina at Chapel Hill
BA, Economics
Sheri Hubbard's J.P. Morgan Securities Inc. Experience January 1991 - January 2001
Job Executive Assistant
Industry Banking
Experience
JPMorgan Chase January 2001 - January 2009
J.P. Morgan Securities Inc. January 1991 - January 2001
Education
Baruch College, City University of New York (CUNY) 1982 — 1983
NA, Business Administration
Baruch College
JPMorgan Chase January 2001 - January 2009
J.P. Morgan Securities Inc. January 1991 - January 2001
Education
Baruch College, City University of New York (CUNY) 1982 — 1983
NA, Business Administration
Baruch College
Timothy Wons's J.P. Morgan Securities Inc. Experience August 2003 - August 2015
Job Senior Vice President Acquisitions and Development at LHP Hospital Group
Industry Investment Banking
Experience
LHP Hospital Group August 2015 - Present
JPMorgan 2003 - Present
J.P. Morgan Securities Inc. August 2003 - August 2015
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Public Finance, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Corporate Finance, Bonds, Securities, Equities, Nonprofits
Education
DePaul University College of Law 1990 — 1994
Doctor of Law (J.D.), Law
Eastern Illinois University 1985 — 1989
Bachelor of Science in Business, Accounting
LHP Hospital Group August 2015 - Present
JPMorgan 2003 - Present
J.P. Morgan Securities Inc. August 2003 - August 2015
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Public Finance, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Corporate Finance, Bonds, Securities, Equities, Nonprofits
Education
DePaul University College of Law 1990 — 1994
Doctor of Law (J.D.), Law
Eastern Illinois University 1985 — 1989
Bachelor of Science in Business, Accounting
Ruth Dreessen's J.P. Morgan Securities Inc. Experience 1981 - 2001
Job Managing Director at Lion Chemical Capital
Industry Chemicals
Experience
Gevo Inc September 2015 - Present
Targa Resources Partners LP February 2013 - Present
Lion Chemical Capital October 2010 - Present
TPC Group Inc.(Texas Petrochemicals) December 2005 - May 2010
Westlake Chemical 2003 - 2006
J.P. Morgan Securities Inc. 1981 - 2001
Education
Columbia University - School of International and Public Affairs 1978 — 1980
M. Int'l Affairs, International Economics/business
New College of Florida 1973 — 1976
BA, History
Gevo Inc September 2015 - Present
Targa Resources Partners LP February 2013 - Present
Lion Chemical Capital October 2010 - Present
TPC Group Inc.(Texas Petrochemicals) December 2005 - May 2010
Westlake Chemical 2003 - 2006
J.P. Morgan Securities Inc. 1981 - 2001
Education
Columbia University - School of International and Public Affairs 1978 — 1980
M. Int'l Affairs, International Economics/business
New College of Florida 1973 — 1976
BA, History
Audrey Arbeeny's J.P. Morgan Securities Inc. Experience June 2009 - August 2009
Job MBA Candidate at Kellogg School of Management
Industry Management Consulting
Experience
Wrigley June 2015 - August 2015
Deloitte Consulting July 2010 - June 2014
J.P. Morgan Securities Inc. June 2009 - August 2009
J.P. Morgan Securities Inc. June 2008 - August 2008
Skills
Spanish, Management Consulting, PowerPoint, Marketing, Microsoft Excel, Change Management, Research, Talent Management, Public Speaking, Social Media, Leadership Development, Microsoft Word
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Washington University in St. Louis 2006 — 2010
BSBA, Finance, International Business, and Spanish
Universidad Carlos III de Madrid 2009 — 2009
Wrigley June 2015 - August 2015
Deloitte Consulting July 2010 - June 2014
J.P. Morgan Securities Inc. June 2009 - August 2009
J.P. Morgan Securities Inc. June 2008 - August 2008
Skills
Spanish, Management Consulting, PowerPoint, Marketing, Microsoft Excel, Change Management, Research, Talent Management, Public Speaking, Social Media, Leadership Development, Microsoft Word
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Washington University in St. Louis 2006 — 2010
BSBA, Finance, International Business, and Spanish
Universidad Carlos III de Madrid 2009 — 2009
Joe Marrone's J.P. Morgan Securities Inc. Experience 1994 - 1998
Job Director of Finance and Operations at Cristo Rey Brooklyn High School
Industry Capital Markets
Experience
Cristo Rey Brooklyn High School August 2015 - Present
Swiss Re Asset Management July 2002 - January 2013
NY State Banking Dept. 2000 - 2002
Northwestern Mutual Financial Network 1999 - 2000
JP Morgan Securities Inc. 1994 - 1998
Salomon Inc. 1979 - 1994
Skills
Trading, Investments, Finance, Treasury, Risk Management, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Cash Management, Capital Markets, Equities, Bonds, Securitization, Funding
Education
St. John's University (NY) 1979 — 1982
Master of Business Administration (MBA), Economics & Finance, Approx. 3.2 GPA
St. John's University
Master of Business Administration (MBA), Economics & Finance
Cristo Rey Brooklyn High School August 2015 - Present
Swiss Re Asset Management July 2002 - January 2013
NY State Banking Dept. 2000 - 2002
Northwestern Mutual Financial Network 1999 - 2000
JP Morgan Securities Inc. 1994 - 1998
Salomon Inc. 1979 - 1994
Skills
Trading, Investments, Finance, Treasury, Risk Management, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Cash Management, Capital Markets, Equities, Bonds, Securitization, Funding
Education
St. John's University (NY) 1979 — 1982
Master of Business Administration (MBA), Economics & Finance, Approx. 3.2 GPA
St. John's University
Master of Business Administration (MBA), Economics & Finance
Rick Sukkar's J.P. Morgan Securities Inc. Experience 1994 - 2008
Job President and COO, Monster Moto LLC
Industry Consumer Goods
Experience
Monster Moto LLC August 2013 - Present
Monster Moto LLC August 2013 - Present
On Site Fleet Services October 2010 - July 2013
Deloitte Corporate Finance LLC February 2009 - October 2010
JP Morgan Securities Inc. 1994 - 2008
Skills
Investment Banking, Securities, Principal Investing, Private Equity, Debt, Capital Structure, Capital Markets, Financial Structuring, Alternative Investments, Mergers, Valuation, Asset Managment, Capital, Corporate Development, Venture Capital, M&A experience
Education
Georgetown University 1992 — 1994
Master of Science, Foreign Service
University of Virginia 1985 — 1989
Bachelor of Arts, Economics, Philosophy
Monster Moto LLC August 2013 - Present
Monster Moto LLC August 2013 - Present
On Site Fleet Services October 2010 - July 2013
Deloitte Corporate Finance LLC February 2009 - October 2010
JP Morgan Securities Inc. 1994 - 2008
Skills
Investment Banking, Securities, Principal Investing, Private Equity, Debt, Capital Structure, Capital Markets, Financial Structuring, Alternative Investments, Mergers, Valuation, Asset Managment, Capital, Corporate Development, Venture Capital, M&A experience
Education
Georgetown University 1992 — 1994
Master of Science, Foreign Service
University of Virginia 1985 — 1989
Bachelor of Arts, Economics, Philosophy
Tricia Deans's J.P. Morgan Securities Inc. Experience 2000 - 2006
Job TMT Corporate Finance
Industry Investment Banking
Experience
JP Morgan 2006 - 2008
JP Morgan Securities, Inc. 2000 - 2006
The Chase Manhattan Bank 1986 - 1999
Bank of Montreal 1984 - 1986
America's Society (Center for Inter-American Relations) 1980 - 1982
Skills
Capital Markets, Leveraged Finance, Hedge Funds, Structured Finance, Private Equity, Investment Banking, Corporate Finance, Equities, Finance, Valuation, Financial Structuring, Portfolio Management, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, International Finance
University of Massachusetts Boston 1976 — 1980
BA, Liberal Arts
JP Morgan 2006 - 2008
JP Morgan Securities, Inc. 2000 - 2006
The Chase Manhattan Bank 1986 - 1999
Bank of Montreal 1984 - 1986
America's Society (Center for Inter-American Relations) 1980 - 1982
Skills
Capital Markets, Leveraged Finance, Hedge Funds, Structured Finance, Private Equity, Investment Banking, Corporate Finance, Equities, Finance, Valuation, Financial Structuring, Portfolio Management, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, International Finance
University of Massachusetts Boston 1976 — 1980
BA, Liberal Arts
Felipe Arrazola's J.P. Morgan Securities Inc. Experience 2005 - 2008
Job Vice President at Marathon Capital
Industry Renewables & Environment
Experience
Marathon Capital September 2015 - Present
Socore Energy July 2013 - September 2015
Wind Capital Group June 2011 - June 2013
J.P. Morgan Securities Inc 2005 - 2008
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Project Finance, Business Strategy, Due Diligence, Mergers & Acquisitions, Energy, Management Consulting, Strategic Planning
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Indiana University Bloomington 2001 — 2005
B.S., Finance, Economics
Marathon Capital September 2015 - Present
Socore Energy July 2013 - September 2015
Wind Capital Group June 2011 - June 2013
J.P. Morgan Securities Inc 2005 - 2008
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Project Finance, Business Strategy, Due Diligence, Mergers & Acquisitions, Energy, Management Consulting, Strategic Planning
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Indiana University Bloomington 2001 — 2005
B.S., Finance, Economics
Mang Chiu's J.P. Morgan Securities Inc. Experience July 2003 - October 2005
Job Taxable Sales Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets, LLC October 2010 - Present
BNP Paribas Securities Corp October 2005 - July 2010
JP Morgan Securities, Inc July 2003 - October 2005
Natexis Bleichroeder, Inc May 2001 - July 2003
Skills
Bloomberg, DTC, Fixed Income, Settlements, Electronic Trading, Bonds, Equities, Derivatives, Securities, Reconciliations
Education
Pace University
MBA, Finance
SUNY at Stony Brook 1995 — 1999
BS, Business Management
RBC Capital Markets, LLC October 2010 - Present
BNP Paribas Securities Corp October 2005 - July 2010
JP Morgan Securities, Inc July 2003 - October 2005
Natexis Bleichroeder, Inc May 2001 - July 2003
Skills
Bloomberg, DTC, Fixed Income, Settlements, Electronic Trading, Bonds, Equities, Derivatives, Securities, Reconciliations
Education
Pace University
MBA, Finance
SUNY at Stony Brook 1995 — 1999
BS, Business Management
William Fryer's J.P. Morgan Securities Inc. Experience 1994 - 2007
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 1994 - Present
J.P. Morgan Securities Inc. 1994 - 2007
Pershing, a BNY Mellon company May 1988 - February 1994
Pershing, a BNY Mellon company 1986 - 1993
Egan Marrin Rubano November 1983 - May 1988
Skills
Prime Brokerage, Middle Office, Reference Data, Collateral Management, DTC, Credit Derivatives, Swaps, Equity Derivatives, Fixed Income, Corporate Actions, Derivatives, Back Office, Equities, Settlement, Investment Banking, Banking
Education
Saint Peter's University 1995 — 1998
Business Management
JPMorgan Chase February 1994 - Present
J.P. Morgan Securities Inc. 1994 - 2007
Pershing, a BNY Mellon company May 1988 - February 1994
Pershing, a BNY Mellon company 1986 - 1993
Egan Marrin Rubano November 1983 - May 1988
Skills
Prime Brokerage, Middle Office, Reference Data, Collateral Management, DTC, Credit Derivatives, Swaps, Equity Derivatives, Fixed Income, Corporate Actions, Derivatives, Back Office, Equities, Settlement, Investment Banking, Banking
Education
Saint Peter's University 1995 — 1998
Business Management
Bill King's J.P. Morgan Securities Inc. Experience 2005 - 2008
Job Chief Investment Officer and Head of Asset Management Carrington Holding Co
Industry Financial Services
Experience
Carrington Holding Co May 2012 - December 2013
Citadel Investment Group August 2008 - March 2011
J.P. Morgan Securities Inc. 2005 - 2008
JP Morgan March 2004 - November 2004
JP Morgan March 2000 - March 2004
DLJ July 1998 - February 2000
DLJ June 1996 - July 1998
Merrill Lynch January 1993 - June 1996
Skills
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management, Alternative Investments, Derivatives, Trading, Securitization, Investments, Investment Banking, Asset Management, Financial Markets, Options, Structured Products, Bonds, Mortgage Lending, Structured Finance, Securities, Financial Structuring, Bloomberg
Education
New York University 1991 — 1998
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, General
Xavier High School
Xavier High School
Carrington Holding Co May 2012 - December 2013
Citadel Investment Group August 2008 - March 2011
J.P. Morgan Securities Inc. 2005 - 2008
JP Morgan March 2004 - November 2004
JP Morgan March 2000 - March 2004
DLJ July 1998 - February 2000
DLJ June 1996 - July 1998
Merrill Lynch January 1993 - June 1996
Skills
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management, Alternative Investments, Derivatives, Trading, Securitization, Investments, Investment Banking, Asset Management, Financial Markets, Options, Structured Products, Bonds, Mortgage Lending, Structured Finance, Securities, Financial Structuring, Bloomberg
Education
New York University 1991 — 1998
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, General
Xavier High School
Xavier High School
Marty Friedman's J.P. Morgan Securities Inc. Experience 1996 - 2005
Job CEO at FIMCO
Industry Real Estate
Experience
FIMCO July 2005 - Present
JP Morgan 1996 - 2005
J.P. Morgan Securities Inc. 1996 - 2005
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Real Estate Finance
FIMCO July 2005 - Present
JP Morgan 1996 - 2005
J.P. Morgan Securities Inc. 1996 - 2005
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Real Estate Finance
Frances DeMartino's J.P. Morgan Securities Inc. Experience November 2001 - March 2005
Job Financial Services Professional
Industry Financial Services
Experience
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
Joseph Kaczka's J.P. Morgan Securities Inc. Experience April 1989 - May 1996
Job Investment Banking Professional
Industry Investment Banking
Experience
Barclays Capital June 2004 - April 2011
Barclays Capital 2004 - 2011
Barclays Capital June 2004 - February 2010
Merrill Lynch February 1998 - June 2004
CPR USA, INC May 1996 - February 1998
J.P. MORGAN SECURITIES INC April 1989 - May 1996
J.P. MORGAN SECURITIES, INC April 1989 - September 1995
COUNTY NATWEST INC March 1988 - March 1989
BEAR STEARNS & COMPANY, INC November 1985 - February 1988
DEAN WITTER REYNOLDS, INC.STAFF ACCOUNTANT, INTERNATIONAL April 1983 - November 1985
Skills
ABS, MBS, Securities, Trading, Investment Banking, Swaps, Treasury, FX Options, Finance, Options, Banking, Derivatives, Capital Markets, Fixed Income, Equities, Hedge Funds, Bloomberg, Structured Finance, Structured Products, Credit Derivatives, Middle Office, Mergers & Acquisitions
Education
Seton Hall University 1978 — 1982
BS IN BA Accounting, Accounting, Finance
Seton Hall University
Bachelor of Science, Accounting
Barclays Capital June 2004 - April 2011
Barclays Capital 2004 - 2011
Barclays Capital June 2004 - February 2010
Merrill Lynch February 1998 - June 2004
CPR USA, INC May 1996 - February 1998
J.P. MORGAN SECURITIES INC April 1989 - May 1996
J.P. MORGAN SECURITIES, INC April 1989 - September 1995
COUNTY NATWEST INC March 1988 - March 1989
BEAR STEARNS & COMPANY, INC November 1985 - February 1988
DEAN WITTER REYNOLDS, INC.STAFF ACCOUNTANT, INTERNATIONAL April 1983 - November 1985
Skills
ABS, MBS, Securities, Trading, Investment Banking, Swaps, Treasury, FX Options, Finance, Options, Banking, Derivatives, Capital Markets, Fixed Income, Equities, Hedge Funds, Bloomberg, Structured Finance, Structured Products, Credit Derivatives, Middle Office, Mergers & Acquisitions
Education
Seton Hall University 1978 — 1982
BS IN BA Accounting, Accounting, Finance
Seton Hall University
Bachelor of Science, Accounting
Anthony Desabota's J.P. Morgan Securities Inc. Experience April 2005 - June 2009
Job Front Office Trade Support at TD Securities Inc.
Industry Financial Services
Experience
TD Securities Inc. February 2013 - Present
Nomura Securities, Inc June 2009 - May 2012
JP Morgan Securities Inc April 2005 - June 2009
Deutsche Bank Securities, Inc January 2000 - December 2004
Bear Stearns Companies, Inc June 1998 - December 1999
BlackRock January 1997 - May 1998
Donaldson, Lufkin and Jenrette-division Autranet, Inc July 1989 - August 1996
Dean, Witter Reynolds, Inc January 1988 - June 1989
Skills
Front Office Trade..., Front Office Sales..., Managed Middle Office, Back office support, Treasury Auctions,..., Series 7, Series 63, Series 3, Swaps, Back Office, Capital Markets, Securities, Fixed Income, Settlement, Equities, Middle Office, Trading, Bloomberg, FINRA, Financial Risk, Hedge Funds, MBS, Options, Rates
Education
New Jersey City University
B.S, Business Administration/Finance
TD Securities Inc. February 2013 - Present
Nomura Securities, Inc June 2009 - May 2012
JP Morgan Securities Inc April 2005 - June 2009
Deutsche Bank Securities, Inc January 2000 - December 2004
Bear Stearns Companies, Inc June 1998 - December 1999
BlackRock January 1997 - May 1998
Donaldson, Lufkin and Jenrette-division Autranet, Inc July 1989 - August 1996
Dean, Witter Reynolds, Inc January 1988 - June 1989
Skills
Front Office Trade..., Front Office Sales..., Managed Middle Office, Back office support, Treasury Auctions,..., Series 7, Series 63, Series 3, Swaps, Back Office, Capital Markets, Securities, Fixed Income, Settlement, Equities, Middle Office, Trading, Bloomberg, FINRA, Financial Risk, Hedge Funds, MBS, Options, Rates
Education
New Jersey City University
B.S, Business Administration/Finance
Brian Thom's J.P. Morgan Securities Inc. Experience September 1999 - July 2008
Job Head of Corporate Finance Americas at Societe Generale
Industry Investment Banking
Experience
Societe Generale June 2014 - Present
FBR Capital Markets August 2008 - Present
J.P. Morgan Securities Inc. September 1999 - July 2008
Skills
Capital Markets, Valuation, LBO, Private Placements, Private Equity, Equities, Financial Modeling, M&A experience, Corporate Finance, Capital Raising, Equity Valuation, High Yield
Education
McMaster University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Societe Generale June 2014 - Present
FBR Capital Markets August 2008 - Present
J.P. Morgan Securities Inc. September 1999 - July 2008
Skills
Capital Markets, Valuation, LBO, Private Placements, Private Equity, Equities, Financial Modeling, M&A experience, Corporate Finance, Capital Raising, Equity Valuation, High Yield
Education
McMaster University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Sal Vaccaro's J.P. Morgan Securities Inc. Experience September 2008 - March 2009
Job Commodity Sales and Trading at DNB Markets
Industry Investment Banking
Experience
DNB Markets July 2014 - Present
DNB April 2013 - July 2013
DIAMONDBACK CAPITAL MANAGEMENT, LLC April 2010 - December 2012
J.P. Morgan September 2008 - March 2009
J.P. Morgan Securities Inc September 2008 - March 2009
Bear Stearns & Co. Inc March 2008 - September 2008
Bear Stearns March 2006 - March 2008
Bear Stearns & Co. Inc March 2006 - March 2008
Bear Stearns & Co. Inc February 2004 - March 2006
Skills
Derivatives, Equities, Hedge Funds, Trading, FX Options, Options, Prime Brokerage, Middle Office, Swaps, Emerging Markets, Finance, Settlement, Financial Risk, Mergers & Acquisitions, Strategy, Structured Finance, Product Control, Management, Accounting
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), Economics
New York University
Minor, Mathematics and Computer Science
Poly Prep
DNB Markets July 2014 - Present
DNB April 2013 - July 2013
DIAMONDBACK CAPITAL MANAGEMENT, LLC April 2010 - December 2012
J.P. Morgan September 2008 - March 2009
J.P. Morgan Securities Inc September 2008 - March 2009
Bear Stearns & Co. Inc March 2008 - September 2008
Bear Stearns March 2006 - March 2008
Bear Stearns & Co. Inc March 2006 - March 2008
Bear Stearns & Co. Inc February 2004 - March 2006
Skills
Derivatives, Equities, Hedge Funds, Trading, FX Options, Options, Prime Brokerage, Middle Office, Swaps, Emerging Markets, Finance, Settlement, Financial Risk, Mergers & Acquisitions, Strategy, Structured Finance, Product Control, Management, Accounting
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), Economics
New York University
Minor, Mathematics and Computer Science
Poly Prep