J.P. Morgan Securities LLC
Industry: Securities brokerage company
DescriptionHeadquarters: New York City, NY Subsidiaries: J.P. Morgan Securities, Parent organizations: JPMorgan Chase, Bear Stearns,
J.P. Morgan Securities LLC 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 LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
J.P. Morgan Securities LLC Salaries. You can even request information on how much does J.P. Morgan Securities LLC pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan Securities LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
249 J.P. Morgan Securities LLC employees in database. Find out everything there's to know about J.P. Morgan Securities LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Securities LLC Employees
Employee
Years
Job
Industry
JEAN PAUL PADILLA JEAN PAUL PADILLA's J.P. Morgan Securities LLC Experience February 2010 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
JP Morgan Securities LLC February 2010 - Present
Universal Financial Services June 2008 - February 2010
Northwestern Mutual February 2007 - May 2008
Home Land Appraisals July 2005 - February 2007
Skills
Banking, Financial Analysis, Strategic Planning, Finance, Credit Analysis
Education
Florida International University 2012 — 2014
Master of Business Administration (MBA), 3.8/4.0
Florida International University - College of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), FINANCE AND INTERNATIONAL BUSINESS, 3.2/4.0
Miami Dade Community College 2001 — 2004
AA, BUSINESS
JP Morgan Securities LLC February 2010 - Present
Universal Financial Services June 2008 - February 2010
Northwestern Mutual February 2007 - May 2008
Home Land Appraisals July 2005 - February 2007
Skills
Banking, Financial Analysis, Strategic Planning, Finance, Credit Analysis
Education
Florida International University 2012 — 2014
Master of Business Administration (MBA), 3.8/4.0
Florida International University - College of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), FINANCE AND INTERNATIONAL BUSINESS, 3.2/4.0
Miami Dade Community College 2001 — 2004
AA, BUSINESS
Daniel Breisacher Daniel Breisacher's J.P. Morgan Securities LLC Experience May 2013 - Present
Job Investment Associate at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC May 2013 - Present
Breisacher & Pabon April 2012 - May 2013
UBS Financial Services Inc May 2005 - April 2012
Merrill Lynch 1991 - 2005
Scope Imports Inc. 1985 - 1991
Sakowitz Inc. 1985 - 1991
American Rent All Inc. 1979 - 1985
Education
The George Washington University 1975 — 1976
Marketing - MBA, Business, Management, Marketing, 3.1
Escuela Americana
Menlo College
BSBA, Business Administration and Management, General
JP Morgan Securities LLC May 2013 - Present
Breisacher & Pabon April 2012 - May 2013
UBS Financial Services Inc May 2005 - April 2012
Merrill Lynch 1991 - 2005
Scope Imports Inc. 1985 - 1991
Sakowitz Inc. 1985 - 1991
American Rent All Inc. 1979 - 1985
Education
The George Washington University 1975 — 1976
Marketing - MBA, Business, Management, Marketing, 3.1
Escuela Americana
Menlo College
BSBA, Business Administration and Management, General
Margaret McCoy Margaret McCoy's J.P. Morgan Securities LLC Experience June 2014 - Present
Job Financial Advisor Associate, JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC June 2014 - Present
JPMorgan Chase January 2013 - May 2014
Chase November 2010 - December 2012
US Bank August 2008 - August 2010
Warnaco June 2003 - June 2005
Skills
Series 63, Financial Services, Series 6, Series 7, Securities, Investments
Education
University of Southern California 1999 — 2003
BA, Political Science
JP Morgan Securities LLC June 2014 - Present
JPMorgan Chase January 2013 - May 2014
Chase November 2010 - December 2012
US Bank August 2008 - August 2010
Warnaco June 2003 - June 2005
Skills
Series 63, Financial Services, Series 6, Series 7, Securities, Investments
Education
University of Southern California 1999 — 2003
BA, Political Science
Nancy Walker Nancy Walker's J.P. Morgan Securities LLC Experience October 2009 - April 2011
Job Senior Investor Reporting Analyst at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Loan Servicing, LLC; Homeward Residential May 2011 - Present
J.P. Morgan Securities, LLC October 2009 - April 2011
EMC Mortgage Corportion; J.P. Morgan April 2004 - October 2009
Greystar Real Estate Partners Dallas, LP December 2003 - April 2004
Prescott Realty Group, Inc. May 2002 - June 2003
Westdale Asset Management February 1996 - February 2002
Corrigan Real Estate Services July 1990 - August 1995
Southmark Commercial Management, Inc. June 1988 - May 1990
Skills
Analysis, Investor Reporting, Loan Servicing, Accounting, General Ledger, Property Management, Cash Management, Training, Mortgage Banking, Business Analysis, Financial Analysis, Process Improvement, Account Reconciliation, Portfolio Management, Finance
Education
Southern Methodist University
Richland College
Ocwen Loan Servicing, LLC; Homeward Residential May 2011 - Present
J.P. Morgan Securities, LLC October 2009 - April 2011
EMC Mortgage Corportion; J.P. Morgan April 2004 - October 2009
Greystar Real Estate Partners Dallas, LP December 2003 - April 2004
Prescott Realty Group, Inc. May 2002 - June 2003
Westdale Asset Management February 1996 - February 2002
Corrigan Real Estate Services July 1990 - August 1995
Southmark Commercial Management, Inc. June 1988 - May 1990
Skills
Analysis, Investor Reporting, Loan Servicing, Accounting, General Ledger, Property Management, Cash Management, Training, Mortgage Banking, Business Analysis, Financial Analysis, Process Improvement, Account Reconciliation, Portfolio Management, Finance
Education
Southern Methodist University
Richland College
Max Saltzman Max Saltzman's J.P. Morgan Securities LLC Experience December 2014 - January 2015
Job Solutions Advisor
Industry Telecommunications
Experience
Birch 2015 - Present
JP Morgan Securities LLC December 2014 - January 2015
Fifth Third Bank September 2013 - September 2014
Sallerson and Troob May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Sales, Leadership, Social Media, Microsoft Word, Banking
Education
University of Missouri-Columbia 2009 — 2013
Political Science
Birch 2015 - Present
JP Morgan Securities LLC December 2014 - January 2015
Fifth Third Bank September 2013 - September 2014
Sallerson and Troob May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Sales, Leadership, Social Media, Microsoft Word, Banking
Education
University of Missouri-Columbia 2009 — 2013
Political Science
Jacqueline Dewese Jacqueline Dewese's J.P. Morgan Securities LLC Experience October 2012 - Present
Job Vice President, Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC October 2012 - Present
J.P. Morgan January 2008 - October 2012
Bank of America July 2003 - January 2008
Education
Texas A&M University 1999 — 2002
Bachelor of Science, Economics
JP Morgan Securities LLC October 2012 - Present
J.P. Morgan January 2008 - October 2012
Bank of America July 2003 - January 2008
Education
Texas A&M University 1999 — 2002
Bachelor of Science, Economics
Mike Nemzek, CFP® Mike Nemzek, CFP®'s J.P. Morgan Securities LLC Experience July 2015 - Present
Job Investment Product Specialist
Industry Financial Services
Experience
J.P. Morgan Securities, LLC July 2015 - Present
Realty Capital Securities February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities May 2014 - January 2015
Wells Fargo Advisors September 2013 - May 2014
MetLife Investors February 2010 - September 2013
Wells Fargo May 2009 - February 2010
Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics
J.P. Morgan Securities, LLC July 2015 - Present
Realty Capital Securities February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities May 2014 - January 2015
Wells Fargo Advisors September 2013 - May 2014
MetLife Investors February 2010 - September 2013
Wells Fargo May 2009 - February 2010
Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics
Robert Mauldin CFP CRPC Robert Mauldin CFP CRPC's J.P. Morgan Securities LLC Experience December 2009 - December 2012
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management September 2013 - Present
Mauldin Wealth Management December 2012 - September 2013
JP Morgan Securities LLC December 2009 - December 2012
Ameriprise Financial October 2007 - December 2009
First Stop Financial November 2006 - September 2007
Option One Mortgage 2004 - 2006
H&R Block Mortgage 2002 - 2004
First Stop Financial 1999 - 2002
Skills
Retirement Planning, Estate Planning, Investments
Education
University of California, Irvine
CFP, Financial Planning and Services
University of Phoenix 2009 — 2011
Bachelors, Business/Finance
College for Financial Planning 2008 — 2009
CRPC, Retirement planning
Moorpark College 2000 — 2003
Citi Personal Wealth Management September 2013 - Present
Mauldin Wealth Management December 2012 - September 2013
JP Morgan Securities LLC December 2009 - December 2012
Ameriprise Financial October 2007 - December 2009
First Stop Financial November 2006 - September 2007
Option One Mortgage 2004 - 2006
H&R Block Mortgage 2002 - 2004
First Stop Financial 1999 - 2002
Skills
Retirement Planning, Estate Planning, Investments
Education
University of California, Irvine
CFP, Financial Planning and Services
University of Phoenix 2009 — 2011
Bachelors, Business/Finance
College for Financial Planning 2008 — 2009
CRPC, Retirement planning
Moorpark College 2000 — 2003
Jason P Yaworski Jason P Yaworski's J.P. Morgan Securities LLC Experience December 2008 - Present
Job Executive Director at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC December 2008 - Present
Deutsche Bank 2007 - 2008
Oppenheimer & Co. 2004 - 2007
Education
New School University
Bachelor of Arts
J.P. Morgan Securities, LLC December 2008 - Present
Deutsche Bank 2007 - 2008
Oppenheimer & Co. 2004 - 2007
Education
New School University
Bachelor of Arts
Greg Snoor Greg Snoor's J.P. Morgan Securities LLC Experience August 2009 - October 2014
Job Compliance Analyst for LPL Financial
Industry Financial Services
Experience
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
Jason R. Perez's J.P. Morgan Securities LLC Experience December 2012 - Present
Job VP Financial Advisor at JP Morgan Securities LLC
Industry Investment Banking
Experience
JP Morgan Securities LLC December 2012 - Present
JP Morgan Chase Bank N.A November 2009 - December 2012
Education
Dominican College of Blauvelt 2005 — 2009
Bachelor's degree, Business Management
JP Morgan Securities LLC December 2012 - Present
JP Morgan Chase Bank N.A November 2009 - December 2012
Education
Dominican College of Blauvelt 2005 — 2009
Bachelor's degree, Business Management
Linc J. LeBlanc's J.P. Morgan Securities LLC Experience May 2005 - Present
Job Financial Advisor, J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC May 2005 - Present
AmSouth Bank July 2001 - May 2005
JCBradford/PaineWebber/UBS May 1999 - July 2001
Louisiana Bank & Trust Co January 1996 - May 1999
Walt Disney World May 1993 - August 1993
Education
Louisiana State University 1990 — 1995
Bachelor of Science (BS), Finance, Investments
J.P. Morgan Securities, LLC May 2005 - Present
AmSouth Bank July 2001 - May 2005
JCBradford/PaineWebber/UBS May 1999 - July 2001
Louisiana Bank & Trust Co January 1996 - May 1999
Walt Disney World May 1993 - August 1993
Education
Louisiana State University 1990 — 1995
Bachelor of Science (BS), Finance, Investments
Aaron Leak's J.P. Morgan Securities LLC Experience February 2008 - February 2015
Job Vice President Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. February 2015 - Present
JP Morgan Securities LLC February 2008 - February 2015
Wells Fargo March 2006 - November 2007
Education
Judson University 2001 — 2005
Bachelor of Arts (BA), Business Management and Information Technology
JPMorgan Chase Bank N.A. February 2015 - Present
JP Morgan Securities LLC February 2008 - February 2015
Wells Fargo March 2006 - November 2007
Education
Judson University 2001 — 2005
Bachelor of Arts (BA), Business Management and Information Technology
Md Salam's J.P. Morgan Securities LLC Experience February 2014 - Present
Job Financial Advisor/ VP Investments at JP Morgan Securities LLC.
Industry Banking
Experience
JP Morgan Securities LLC. February 2014 - Present
Education
Oklahoma City University 1984 — 1987
Master of Business Administration (MBA), Banking, Corporate Finance, and Securities Law
JP Morgan Securities LLC. February 2014 - Present
Education
Oklahoma City University 1984 — 1987
Master of Business Administration (MBA), Banking, Corporate Finance, and Securities Law
Hannah English Hannah English's J.P. Morgan Securities LLC Experience May 2015 - Present
Job Client Associate The Kelly Group at J.P. Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities, LLC May 2015 - Present
Touch Foundation January 2015 - May 2015
Touch Foundation July 2012 - December 2014
ALIZEE Green Solutions GmbH May 2011 - July 2011
International Centre for Trade and Sustainable Development January 2011 - April 2011
Skills
Statistics, Editing, Qualitative Research, Analysis, Finance, Public Policy, Market Research, Fundraising, Strategic Communications, Political Science, Leadership, Marketing, Community Outreach, Financial Analysis, Strategy
Education
Davidson College 2008 — 2012
Bachelor of the Arts, Economics
London School of Economics and Political Science 2010 — 2010
Economics- Money and Banking
Sacred Heart Academy 2004 — 2008
International Baccalaureate Diploma
JP Morgan Securities, LLC May 2015 - Present
Touch Foundation January 2015 - May 2015
Touch Foundation July 2012 - December 2014
ALIZEE Green Solutions GmbH May 2011 - July 2011
International Centre for Trade and Sustainable Development January 2011 - April 2011
Skills
Statistics, Editing, Qualitative Research, Analysis, Finance, Public Policy, Market Research, Fundraising, Strategic Communications, Political Science, Leadership, Marketing, Community Outreach, Financial Analysis, Strategy
Education
Davidson College 2008 — 2012
Bachelor of the Arts, Economics
London School of Economics and Political Science 2010 — 2010
Economics- Money and Banking
Sacred Heart Academy 2004 — 2008
International Baccalaureate Diploma
Richard Kyle McDaniel, CFP ®'s J.P. Morgan Securities LLC Experience October 2012 - Present
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
Mark Arbogast Mark Arbogast's J.P. Morgan Securities LLC Experience June 2012 - Present
Job Vice President Supervisory Manager at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC June 2012 - Present
Morgan Stanley Smith Barney August 2009 - March 2012
Smith Barney June 2004 - August 2009
Smith Barney August 1989 - June 2004
Education
East Coast Aero Tech
Aeronautical/Aerospace Engineering Technology/Technician
Northeastern University
Finance, General
J.P. Morgan Securities, LLC June 2012 - Present
Morgan Stanley Smith Barney August 2009 - March 2012
Smith Barney June 2004 - August 2009
Smith Barney August 1989 - June 2004
Education
East Coast Aero Tech
Aeronautical/Aerospace Engineering Technology/Technician
Northeastern University
Finance, General
Michael Ben-Zvi's J.P. Morgan Securities LLC Experience April 2008 - May 2012
Job Design | Presentations | Communications
Industry Graphic Design
Experience
Freelance January 2014 - Present
JPMorgan Chase May 2012 - July 2013
J.P. Morgan Securities, LLC April 2008 - May 2012
Bear Stearns July 2003 - March 2008
National Discount Brokers April 2000 - December 2001
Bear Stearns July 1995 - April 2000
Skills
PowerPoint, Adobe Acrobat, Marketing, Editing, User Experience, QuarkXPress, Photoshop, Microsoft Excel, HTML, Adobe Creative Suite, Illustrator, Microsoft Word, Content Management, Graphic Design, Web Design, Adobe Fireworks, CSS, Word, Excel, Microsoft Office 2007, InDesign, Layout
Education
Clark University 1987 — 1991
BA, Studio Art
Freelance January 2014 - Present
JPMorgan Chase May 2012 - July 2013
J.P. Morgan Securities, LLC April 2008 - May 2012
Bear Stearns July 2003 - March 2008
National Discount Brokers April 2000 - December 2001
Bear Stearns July 1995 - April 2000
Skills
PowerPoint, Adobe Acrobat, Marketing, Editing, User Experience, QuarkXPress, Photoshop, Microsoft Excel, HTML, Adobe Creative Suite, Illustrator, Microsoft Word, Content Management, Graphic Design, Web Design, Adobe Fireworks, CSS, Word, Excel, Microsoft Office 2007, InDesign, Layout
Education
Clark University 1987 — 1991
BA, Studio Art
Sam Sosa Sam Sosa's J.P. Morgan Securities LLC Experience August 2015 - Present
Job Financial Advisor Associate Trainee at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - August 2015
Wells Fargo Bank 2007 - 2012
SBYPC May 2006 - January 2010
Real Estate January 2004 - June 2008
Robinson's May June 2000 - July 2004
Education
University of California, Los Angeles 1995 — 2000
Bachelors of Arts, Economics and Psychology
JP Morgan Securities, LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - August 2015
Wells Fargo Bank 2007 - 2012
SBYPC May 2006 - January 2010
Real Estate January 2004 - June 2008
Robinson's May June 2000 - July 2004
Education
University of California, Los Angeles 1995 — 2000
Bachelors of Arts, Economics and Psychology
James McBrayer, CFP® James McBrayer, CFP®'s J.P. Morgan Securities LLC Experience January 2014 - December 2014
Job Vice President at Hallmark Capital Management
Industry Financial Services
Experience
Hallmark Capital Management June 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2015 - June 2015
J.P. Morgan Securities, LLC January 2014 - December 2014
J.P. Morgan Chase Bank, NA December 2011 - December 2013
Ocwen Financial Corporation October 2009 - December 2011
Hurricane Test Lab, LLC January 2006 - October 2009
US Army February 2001 - February 2006
Education
Florida Atlantic University 2007 — 2009
Bachelors, Economics
Palm Beach State College 2006 — 2007
Hallmark Capital Management June 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2015 - June 2015
J.P. Morgan Securities, LLC January 2014 - December 2014
J.P. Morgan Chase Bank, NA December 2011 - December 2013
Ocwen Financial Corporation October 2009 - December 2011
Hurricane Test Lab, LLC January 2006 - October 2009
US Army February 2001 - February 2006
Education
Florida Atlantic University 2007 — 2009
Bachelors, Economics
Palm Beach State College 2006 — 2007
Sam Timilsina's J.P. Morgan Securities LLC Experience October 2013 - February 2015
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2015 - Present
JP Morgan Securities LLC. October 2013 - February 2015
Merrill Lynch September 2011 - September 2013
JPMorgan Chase September 2010 - September 2011
Wells Fargo Advisors September 2009 - September 2011
Education
San Jose State University 2005 — 2008
Bachelor's degree, Finance
Wells Fargo Advisors LLC February 2015 - Present
JP Morgan Securities LLC. October 2013 - February 2015
Merrill Lynch September 2011 - September 2013
JPMorgan Chase September 2010 - September 2011
Wells Fargo Advisors September 2009 - September 2011
Education
San Jose State University 2005 — 2008
Bachelor's degree, Finance
Fabian Padamadan, CFP® Fabian Padamadan, CFP®'s J.P. Morgan Securities LLC Experience April 2015 - Present
Job Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC April 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase April 2012 - September 2012
JPMorgan April 2010 - April 2012
JPMorgan Chase August 2005 - March 2010
Education
The Ohio State University 1997 — 2000
Business Administration, Finance
JP Morgan Securities, LLC April 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase April 2012 - September 2012
JPMorgan April 2010 - April 2012
JPMorgan Chase August 2005 - March 2010
Education
The Ohio State University 1997 — 2000
Business Administration, Finance
Christopher Randall's J.P. Morgan Securities LLC Experience August 2011 - January 2015
Job Financial Analytics Consultant at Schmeisser Investments International
Industry Financial Services
Experience
Schmeisser Investments International January 2015 - Present
JP Morgan Securities LLC August 2011 - January 2015
Merrill Lynch June 2010 - September 2011
TradExec Management Consulting November 2007 - June 2010
FoodieLink November 2007 - June 2010
Perimeter Marketing (LBL Acquisitions); Formally LeveragePoint Media November 2004 - October 2007
ConAgra Foods November 2001 - October 2004
Danone 1999 - 2001
ACNielsen 1997 - 1999
Skills
Leadership, Finance, Financial Services, Executive Management, Start-ups, Wealth Management, Product Development, Financial Planning, Business Development, Financial Analysis, Venture Capital, Strategic Financial..., Operations Management, Business Analysis, Management Consulting, Process Management, Project Management, Corporate Finance, Marketing, Digital Marketing, Social Media, E-commerce, Sales Analysis, Strategic Planning, Strategy, Cross-functional Team..., Management, Marketing Strategy, Sales
Education
Northeastern University 1992 — 1996
Bachelor of Science, Finance And Marketing (D'Amore-McKim School of Business)
College for Financial Planning 2010 — 2010
Securities License, Investments and Securities
Schmeisser Investments International January 2015 - Present
JP Morgan Securities LLC August 2011 - January 2015
Merrill Lynch June 2010 - September 2011
TradExec Management Consulting November 2007 - June 2010
FoodieLink November 2007 - June 2010
Perimeter Marketing (LBL Acquisitions); Formally LeveragePoint Media November 2004 - October 2007
ConAgra Foods November 2001 - October 2004
Danone 1999 - 2001
ACNielsen 1997 - 1999
Skills
Leadership, Finance, Financial Services, Executive Management, Start-ups, Wealth Management, Product Development, Financial Planning, Business Development, Financial Analysis, Venture Capital, Strategic Financial..., Operations Management, Business Analysis, Management Consulting, Process Management, Project Management, Corporate Finance, Marketing, Digital Marketing, Social Media, E-commerce, Sales Analysis, Strategic Planning, Strategy, Cross-functional Team..., Management, Marketing Strategy, Sales
Education
Northeastern University 1992 — 1996
Bachelor of Science, Finance And Marketing (D'Amore-McKim School of Business)
College for Financial Planning 2010 — 2010
Securities License, Investments and Securities
Patrick Aitcheson Patrick Aitcheson's J.P. Morgan Securities LLC Experience July 2010 - June 2013
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2013 - Present
JP Morgan Securities LLC July 2010 - June 2013
Kingdom Chamber of Commerce 2008 - 2011
Wells Fargo Advisors August 2008 - July 2010
Verizon May 2001 - August 2008
Education
Kaplan University 2010 — 2011
Bachelor of Science (B.Sc.), CFP Candidate
College of Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor, Retirement Planning
Kean University 1997 — 2000
B.Sc., Graphic Communications Management, Business Administration
Kingston College 1978 — 1983
JPMorgan Chase Bank N.A. June 2013 - Present
JP Morgan Securities LLC July 2010 - June 2013
Kingdom Chamber of Commerce 2008 - 2011
Wells Fargo Advisors August 2008 - July 2010
Verizon May 2001 - August 2008
Education
Kaplan University 2010 — 2011
Bachelor of Science (B.Sc.), CFP Candidate
College of Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor, Retirement Planning
Kean University 1997 — 2000
B.Sc., Graphic Communications Management, Business Administration
Kingston College 1978 — 1983
Carrie (Sniokaitis) Goodman Carrie (Sniokaitis) Goodman's J.P. Morgan Securities LLC Experience November 2009 - April 2014
Job Manager Treasury at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services April 2014 - Present
JP Morgan Securities LLC November 2009 - April 2014
Credit Suisse December 2007 - November 2009
Credit Suisse September 2005 - December 2007
Skills
Fixed Income, Financial Services, Investments, Treasury, Finance, Bloomberg, Cash Management, Financial Analysis, Portfolio Management, Capital Markets, Equities, Business Analysis, Management, Asset Management, Securities, SaaS, RFP Design, Marketing, Partnerships, Leadership Development, Emerging Markets, Clearwater Analytics, Result Oriented, Organizational..., Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Teamwork, Customer Oriented, Customer Service, Financial Reporting, Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Marketing
University of Michigan 2001 — 2005
BA, Economics and Psychology
Discover Financial Services April 2014 - Present
JP Morgan Securities LLC November 2009 - April 2014
Credit Suisse December 2007 - November 2009
Credit Suisse September 2005 - December 2007
Skills
Fixed Income, Financial Services, Investments, Treasury, Finance, Bloomberg, Cash Management, Financial Analysis, Portfolio Management, Capital Markets, Equities, Business Analysis, Management, Asset Management, Securities, SaaS, RFP Design, Marketing, Partnerships, Leadership Development, Emerging Markets, Clearwater Analytics, Result Oriented, Organizational..., Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Teamwork, Customer Oriented, Customer Service, Financial Reporting, Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Marketing
University of Michigan 2001 — 2005
BA, Economics and Psychology
Sam Miocic's J.P. Morgan Securities LLC Experience November 2007 - Present
Job Market Director Executive Director JPMorgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC November 2007 - Present
Sovereign Bank October 2006 - November 2007
Bank of America September 2005 - October 2006
HSBC February 2002 - September 2005
Education
University of Bridgeport 1986 — 1990
Bachelor of Science (BS), Finance & Banking
JP Morgan Securities LLC November 2007 - Present
Sovereign Bank October 2006 - November 2007
Bank of America September 2005 - October 2006
HSBC February 2002 - September 2005
Education
University of Bridgeport 1986 — 1990
Bachelor of Science (BS), Finance & Banking
Erik Gudenas's J.P. Morgan Securities LLC Experience December 2011 - July 2015
Job Vice President Investments/Financial Advisor Associate at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC December 2011 - July 2015
PNC Investments May 2011 - December 2011
UBS January 2010 - May 2011
Education
University of Dayton 2005 — 2009
B.S., Accounting
JP Morgan Securities LLC December 2011 - July 2015
PNC Investments May 2011 - December 2011
UBS January 2010 - May 2011
Education
University of Dayton 2005 — 2009
B.S., Accounting
Joseph M Hubbell Joseph M Hubbell's J.P. Morgan Securities LLC Experience March 2010 - November 2012
Job Managing Director Wealth Mangement at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management November 2012 - Present
JP Morgan Securities LLC March 2010 - November 2012
UBS January 1995 - March 2010
Skills
Executive Management, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Banking, Asset Management, IPS Formation, Risk Management, Insurance, Real Estate, FINRA Board Of..., Series 7, 63, 65, 8, 3, Securities, Hedge Funds, Series 7, Electronic Trading, Investments, Portfolio Management, FINRA, Asset Managment, Wealth Management, Series 63
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Niagara University 1980 — 1982
Associate's degree, Political Science and Government
Merrill Lynch Global Wealth Management November 2012 - Present
JP Morgan Securities LLC March 2010 - November 2012
UBS January 1995 - March 2010
Skills
Executive Management, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Banking, Asset Management, IPS Formation, Risk Management, Insurance, Real Estate, FINRA Board Of..., Series 7, 63, 65, 8, 3, Securities, Hedge Funds, Series 7, Electronic Trading, Investments, Portfolio Management, FINRA, Asset Managment, Wealth Management, Series 63
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Niagara University 1980 — 1982
Associate's degree, Political Science and Government
Stefanie Stannard, JD's J.P. Morgan Securities LLC Experience April 2007 - April 2012
Job US Head of Sales Quality RBWM
Industry Financial Services
Experience
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Joseph Delaney Joseph Delaney's J.P. Morgan Securities LLC Experience March 2011 - Present
Job Executive Director Market Director at JP Morgan Securities LLC.
Industry Financial Services
Experience
JP Morgan Securities LLC. March 2011 - Present
Morgan Stanley Smith Barney April 1986 - March 2011
Skills
Series 7, series 8, Series 3, series 23, Series 65, Investment Strategies, Hedge Funds, Uniform Combined State..., Portfolio Management, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Options, Trading, Derivatives, Mutual Funds, Equity Research, Series 24, ETFs, Retirement, Financial Advisory, Securities, Retirement Planning, Separately Managed..., Investment Advisory, Fixed Income
Education
Hofstra University 1981 — 1985
B.S, Business Administration/Finance
JP Morgan Securities LLC. March 2011 - Present
Morgan Stanley Smith Barney April 1986 - March 2011
Skills
Series 7, series 8, Series 3, series 23, Series 65, Investment Strategies, Hedge Funds, Uniform Combined State..., Portfolio Management, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Options, Trading, Derivatives, Mutual Funds, Equity Research, Series 24, ETFs, Retirement, Financial Advisory, Securities, Retirement Planning, Separately Managed..., Investment Advisory, Fixed Income
Education
Hofstra University 1981 — 1985
B.S, Business Administration/Finance
Doug Newberry's J.P. Morgan Securities LLC Experience 2014 - Present
Job Vice President Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC 2014 - Present
Edward Jones October 2012 - July 2013
sanofi-aventis January 2001 - December 2010
sanofi-aventis August 1984 - May 2002
AVENTIS Pharmaceuticals January 1997 - January 2001
Rhone-Poulenc Rorer January 1984 - January 1996
McKesson July 1977 - March 1982
Skills
Cardiology, Diabetes, Pharmaceutical Sales, Oncology, Managed Care, Urology, Endocrinology, Neurology, Hospital Sales, Contract Negotiation, Pharmaceutical Industry, Dermatology, Sales Effectiveness, Rheumatology, Business Development
Education
Sam Houston State University 1972 — 1977
Sociology/Psycology
JP Morgan Securities LLC 2014 - Present
Edward Jones October 2012 - July 2013
sanofi-aventis January 2001 - December 2010
sanofi-aventis August 1984 - May 2002
AVENTIS Pharmaceuticals January 1997 - January 2001
Rhone-Poulenc Rorer January 1984 - January 1996
McKesson July 1977 - March 1982
Skills
Cardiology, Diabetes, Pharmaceutical Sales, Oncology, Managed Care, Urology, Endocrinology, Neurology, Hospital Sales, Contract Negotiation, Pharmaceutical Industry, Dermatology, Sales Effectiveness, Rheumatology, Business Development
Education
Sam Houston State University 1972 — 1977
Sociology/Psycology
Shannon Trimble Shannon Trimble's J.P. Morgan Securities LLC Experience May 2011 - Present
Job Private Client Advisor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan Securities LLC May 2011 - Present
AXA Advisors August 2008 - May 2011
Barnes & Noble June 2000 - August 2008
Education
Kaplan University 2014 — 2015
Certified Financial Planner
Portland State University 2001 — 2008
BA, Business Finance, Minor in Economics, French language
JPMorgan Chase February 2014 - Present
JP Morgan Securities LLC May 2011 - Present
AXA Advisors August 2008 - May 2011
Barnes & Noble June 2000 - August 2008
Education
Kaplan University 2014 — 2015
Certified Financial Planner
Portland State University 2001 — 2008
BA, Business Finance, Minor in Economics, French language
Karen L. Murphy, CFP® Karen L. Murphy, CFP®'s J.P. Morgan Securities LLC Experience July 2014 - Present
Job Executive Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
David Ziff's J.P. Morgan Securities LLC Experience July 2012 - August 2014
Job Relationship Banker at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Securities, LLC July 2012 - August 2014
Chase Investment Service Corporation May 2010 - June 2012
Obsidian Financial Group January 2009 - March 2010
Northwestern Mutual June 2007 - August 2007
Education
Brandeis International Business School 2007 — 2008
Master's Degree, International Economics and Finance
Brandeis University 2004 — 2007
Bachelor of Arts, Economics & Business
CFA Institute
2015 Level I Candidate in the CFA Program
southside highschool
J.P. Morgan Securities, LLC July 2012 - August 2014
Chase Investment Service Corporation May 2010 - June 2012
Obsidian Financial Group January 2009 - March 2010
Northwestern Mutual June 2007 - August 2007
Education
Brandeis International Business School 2007 — 2008
Master's Degree, International Economics and Finance
Brandeis University 2004 — 2007
Bachelor of Arts, Economics & Business
CFA Institute
2015 Level I Candidate in the CFA Program
southside highschool
Sam Samanowitz's J.P. Morgan Securities LLC Experience August 2011 - Present
Job Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC August 2011 - Present
JP Morgan Securities, LLC October 2007 - July 2011
Education
University of Florida 2001 — 2005
JP Morgan Securities, LLC August 2011 - Present
JP Morgan Securities, LLC October 2007 - July 2011
Education
University of Florida 2001 — 2005
Brian Fadley Brian Fadley's J.P. Morgan Securities LLC Experience November 2013 - Present
Job Financial Consultant at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan securities, LLC November 2013 - Present
JPMorgan Chase February 2011 - October 2013
Education
The Ohio State University 1999 — 2002
Bachelor's degree
University of Hawaii at Manoa 1998 — 1999
JP Morgan securities, LLC November 2013 - Present
JPMorgan Chase February 2011 - October 2013
Education
The Ohio State University 1999 — 2002
Bachelor's degree
University of Hawaii at Manoa 1998 — 1999
Stephan Gonzalez-Llanes Stephan Gonzalez-Llanes's J.P. Morgan Securities LLC Experience March 2011 - August 2013
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Securities, LLC March 2011 - August 2013
SGL Capital, LLC May 2009 - May 2011
Southern trust securities July 2006 - May 2009
DHL April 1999 - March 2002
Education
Belen Jesuit Prep school 1989 — 1992
Florida International University
University of Florida
Wells Fargo Advisors April 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Securities, LLC March 2011 - August 2013
SGL Capital, LLC May 2009 - May 2011
Southern trust securities July 2006 - May 2009
DHL April 1999 - March 2002
Education
Belen Jesuit Prep school 1989 — 1992
Florida International University
University of Florida
Elias Mellul Elias Mellul's J.P. Morgan Securities LLC Experience September 2015 - Present
Job Financial Advisor at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC September 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - August 2015
Navisis Financial February 2013 - October 2013
Northern Illinois University May 2012 - December 2012
Gold Depot Inc. May 2012 - August 2012
Education
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), Finance
Northern Illinois University 2008 — 2012
Bachelor of Arts (B.A.), French: Emphasis in Business & Translation
J.P. Morgan Securities, LLC September 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - August 2015
Navisis Financial February 2013 - October 2013
Northern Illinois University May 2012 - December 2012
Gold Depot Inc. May 2012 - August 2012
Education
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), Finance
Northern Illinois University 2008 — 2012
Bachelor of Arts (B.A.), French: Emphasis in Business & Translation
Christopher C. Gates Christopher C. Gates's J.P. Morgan Securities LLC Experience June 2008 - Present
Job Managing Director at J.P.Morgan Securities | Speaker on Leadership Development | Coach of Grassroots Community Leaders
Industry Investment Management
Experience
J.P. Morgan Securities, LLC June 2008 - Present
Skills
Hedge Funds, Asset Managment, Private Equity, Leadership Development, Voice Acting, Acting, Equities, Investments, Public Speaking, Fixed Income Portfolio..., Wealth Management
Education
Dartmouth College 1970 — 1974
A.B., English
University School of Milwaukee 1955 — 1970
J.P. Morgan Securities, LLC June 2008 - Present
Skills
Hedge Funds, Asset Managment, Private Equity, Leadership Development, Voice Acting, Acting, Equities, Investments, Public Speaking, Fixed Income Portfolio..., Wealth Management
Education
Dartmouth College 1970 — 1974
A.B., English
University School of Milwaukee 1955 — 1970
David E. Welker David E. Welker's J.P. Morgan Securities LLC Experience December 2010 - Present
Job Vice President Investments/Financial Advisor at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC December 2010 - Present
TIAA-CREF April 1994 - December 2010
Prudential Financial August 1982 - May 1985
Aetna Life Insurance Company May 1982 - May 1985
Education
Eastern Illinois University 1977 — 1981
Bachelor of Arts (B.A.)
Southern Methodist University
Master's Studies
J.P. Morgan Securities, LLC December 2010 - Present
TIAA-CREF April 1994 - December 2010
Prudential Financial August 1982 - May 1985
Aetna Life Insurance Company May 1982 - May 1985
Education
Eastern Illinois University 1977 — 1981
Bachelor of Arts (B.A.)
Southern Methodist University
Master's Studies
Kristopher Cerciello Kristopher Cerciello's J.P. Morgan Securities LLC Experience November 2010 - Present
Job Executive Director, Market DirectorInvestments: J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC November 2010 - Present
J.P. Morgan Securities, LLC September 2009 - November 2010
Morgan Stanley Smith Barney July 2006 - September 2009
Education
Dowling College 2002 — 2004
MBA, General Management, Corporate Finance
SUNY Farmingdale 1999 — 2001
Bachelor's degree, Management of Technology
SUNY Farmingdale 1997 — 1999
Associate's degree, Business Administration
J.P. Morgan Securities, LLC November 2010 - Present
J.P. Morgan Securities, LLC September 2009 - November 2010
Morgan Stanley Smith Barney July 2006 - September 2009
Education
Dowling College 2002 — 2004
MBA, General Management, Corporate Finance
SUNY Farmingdale 1999 — 2001
Bachelor's degree, Management of Technology
SUNY Farmingdale 1997 — 1999
Associate's degree, Business Administration
Trish Roberts's J.P. Morgan Securities LLC Experience 2011 - Present
Job Financial Advisor, JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC 2011 - Present
Merrill Lynch 2008 - 2010
Smith Barney 2007 - 2008
Curves 2004 - 2007
Education
Long Island University, C.W. Post Campus
MBA, Business Administration and Management, General
Metropolitan College of New York - School of Business 1989 — 1992
BPS, Marketing
JP Morgan Securities LLC 2011 - Present
Merrill Lynch 2008 - 2010
Smith Barney 2007 - 2008
Curves 2004 - 2007
Education
Long Island University, C.W. Post Campus
MBA, Business Administration and Management, General
Metropolitan College of New York - School of Business 1989 — 1992
BPS, Marketing
Lisa Goebel Lisa Goebel's J.P. Morgan Securities LLC Experience October 2009 - November 2012
Job Financial Services at STATE FARM INSURANCE AND FINANCIAL SERVICES
Industry Financial Services
Experience
State Farm November 2012 - Present
JP Morgan Securities LLC October 2009 - November 2012
Edward Jones December 2004 - October 2009
Textile Trends LLC January 1990 - January 2003
Skills
Financial Services, Wealth Management, Mutual Funds, Fixed Annuities, Variable Annuities, retirement planning, Small Business..., Financial Risk, Series 6, Series 63, Investments, Wealth Transfer
Education
College of Charleston
Fine/Studio Arts, General
State Farm November 2012 - Present
JP Morgan Securities LLC October 2009 - November 2012
Edward Jones December 2004 - October 2009
Textile Trends LLC January 1990 - January 2003
Skills
Financial Services, Wealth Management, Mutual Funds, Fixed Annuities, Variable Annuities, retirement planning, Small Business..., Financial Risk, Series 6, Series 63, Investments, Wealth Transfer
Education
College of Charleston
Fine/Studio Arts, General
Jake Daly, AIF's J.P. Morgan Securities LLC Experience 2014 - 2015
Job Retirement Analyst at Barney & Barney, a Marsh & McLennan Agency LLC Company
Industry Financial Services
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company 2015 - Present
JP Morgan Securities LLC 2014 - 2015
JPMorgan Chase & Co. 2012 - 2014
JPMorgan Chase & Co. 2011 - 2012
Education
Sonoma State University 2008 — 2010
Business Administration, Finance
United States Air Force Academy 2005 — 2008
Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company 2015 - Present
JP Morgan Securities LLC 2014 - 2015
JPMorgan Chase & Co. 2012 - 2014
JPMorgan Chase & Co. 2011 - 2012
Education
Sonoma State University 2008 — 2010
Business Administration, Finance
United States Air Force Academy 2005 — 2008
Economics
Radhames Pineda Radhames Pineda's J.P. Morgan Securities LLC Experience April 2015 - Present
Job Financial Advisor Associate at J.P. Morgan Securities, LLC at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Securities, LLC April 2015 - Present
JP Morgan Chase Bank, NA January 2010 - April 2015
RMG January 2003 - January 2010
Education
City University of New York City College 2005 — 2009
Bachelors, Economics and Finance
J.P. Morgan Securities, LLC April 2015 - Present
JP Morgan Chase Bank, NA January 2010 - April 2015
RMG January 2003 - January 2010
Education
City University of New York City College 2005 — 2009
Bachelors, Economics and Finance
William Nunn's J.P. Morgan Securities LLC Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
JP Morgan Securities, LLC September 2014 - Present
Compass Capital Management November 2011 - August 2014
Louisiana Small Business Development Center May 2011 - August 2011
Education
Loyola University New Orleans 2007 — 2011
Bachelor's Degree, Bachelor's of Business Administration
JP Morgan Securities, LLC September 2014 - Present
Compass Capital Management November 2011 - August 2014
Louisiana Small Business Development Center May 2011 - August 2011
Education
Loyola University New Orleans 2007 — 2011
Bachelor's Degree, Bachelor's of Business Administration
Anib Pedro Paredes's J.P. Morgan Securities LLC Experience April 2011 - April 2013
Job Experienced Language Instructor, Former Banker with Sales and Customer Service Background, Wordpress Developer
Industry Consumer Services
Experience
CHUNGDAHM Learning & JES Island May 2013 - February 2015
JP Morgan Securities LLC April 2011 - April 2013
Moody's Investor Services December 2010 - March 2011
Merrill Lynch June 2009 - September 2009
Lantern Group June 2008 - September 2008
Skills
Finance, Microsoft Office, Securities, Banking, Sales, SPSS, Annuity Sales, VBA, R, Relationship Management, Risk Management, Financial Markets, Trading, Structured Finance, Strategic Financial..., Credit Risk, Financial Structuring, Financial Risk, Private Equity, WordPress
Education
Connecticut College 2006 — 2010
BA, Economics, East Asian Studies
Dewitt Clinton High School 2001 — 2005
HS Diploma
CHUNGDAHM Learning & JES Island May 2013 - February 2015
JP Morgan Securities LLC April 2011 - April 2013
Moody's Investor Services December 2010 - March 2011
Merrill Lynch June 2009 - September 2009
Lantern Group June 2008 - September 2008
Skills
Finance, Microsoft Office, Securities, Banking, Sales, SPSS, Annuity Sales, VBA, R, Relationship Management, Risk Management, Financial Markets, Trading, Structured Finance, Strategic Financial..., Credit Risk, Financial Structuring, Financial Risk, Private Equity, WordPress
Education
Connecticut College 2006 — 2010
BA, Economics, East Asian Studies
Dewitt Clinton High School 2001 — 2005
HS Diploma
Eric Birch Eric Birch's J.P. Morgan Securities LLC Experience August 2015 - Present
Job Vice President, Financial Advisor Associate at J.P. Morgan Securities, LLC
Industry Investment Management
Experience
J.P. Morgan Securities, LLC August 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - August 2015
J.P. Morgan Chase Bank, N.A. April 2011 - January 2013
Trump National Golf Club May 2008 - September 2010
Abercrombie & Fitch June 2005 - May 2008
Education
Northwestern University 2015 — 2015
Certified Financial Planner Certification Education Program
Seton Hall University School of Law 2010 — 2010
Michigan State University 2005 — 2010
B.A., Economics w/ Business Cognate
Michigan State University 2005 — 2010
B.A., Political Science
J.P. Morgan Securities, LLC August 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - August 2015
J.P. Morgan Chase Bank, N.A. April 2011 - January 2013
Trump National Golf Club May 2008 - September 2010
Abercrombie & Fitch June 2005 - May 2008
Education
Northwestern University 2015 — 2015
Certified Financial Planner Certification Education Program
Seton Hall University School of Law 2010 — 2010
Michigan State University 2005 — 2010
B.A., Economics w/ Business Cognate
Michigan State University 2005 — 2010
B.A., Political Science
Drew Gies Drew Gies's J.P. Morgan Securities LLC Experience June 2009 - Present
Job Vice President Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank N.A. May 2014 - Present
JP Morgan Securities LLC June 2009 - Present
Kentucky Financial Group January 2007 - June 2009
H&R Block Financial Advisors 1994 - 2007
Education
University of Alabama 1989 — 1993
BA, Corp. Finance & Investment Mgmt.
Trinity High School 1985 — 1989
JP Morgan Chase Bank N.A. May 2014 - Present
JP Morgan Securities LLC June 2009 - Present
Kentucky Financial Group January 2007 - June 2009
H&R Block Financial Advisors 1994 - 2007
Education
University of Alabama 1989 — 1993
BA, Corp. Finance & Investment Mgmt.
Trinity High School 1985 — 1989
William Casolare William Casolare's J.P. Morgan Securities LLC Experience May 2011 - October 2012
Job General Manager at Greystoke Industries, LLC
Industry Information Technology and Services
Experience
Greystoke Industries LLC October 2012 - Present
Audio Video Control (totalAVC) July 2010 - Present
JP Morgan Securities, LLC May 2011 - October 2012
Le Moyne College August 2008 - May 2011
Ultimate Electronics July 2010 - February 2011
RadioShack June 2009 - February 2010
Circuit City November 2007 - March 2009
Rite Aid July 2005 - November 2007
Skills
Leadership, Management, Training, Microsoft Excel, Analysis, Sales, Retail, Customer Service, Time Management, Accounting, Microsoft Office, PowerPoint, Retail Sales, Analytics, Microsoft Word, Budgets, Negotiation, Merchandising, Auditing, Banking, Financial Analysis, Social Media, Data Analysis, Team Building, Customer Satisfaction, Inventory Management, Recruiting, Social Networking, Outlook, Forecasting, Sales Operations, Teamwork, Strategic Planning, Payroll, Control Systems Design, Professional Audio, Display Technology, Consumer Electronics
Education
Le Moyne College 2007 — 2011
BS, Accounting
Le Moyne College 2007 — 2011
Minor, Music Theory and Composition
Cicero-North Syracuse 2004 — 2007
Advanced Designation NYS Regents w/ Honors, CTE: Business
Greystoke Industries LLC October 2012 - Present
Audio Video Control (totalAVC) July 2010 - Present
JP Morgan Securities, LLC May 2011 - October 2012
Le Moyne College August 2008 - May 2011
Ultimate Electronics July 2010 - February 2011
RadioShack June 2009 - February 2010
Circuit City November 2007 - March 2009
Rite Aid July 2005 - November 2007
Skills
Leadership, Management, Training, Microsoft Excel, Analysis, Sales, Retail, Customer Service, Time Management, Accounting, Microsoft Office, PowerPoint, Retail Sales, Analytics, Microsoft Word, Budgets, Negotiation, Merchandising, Auditing, Banking, Financial Analysis, Social Media, Data Analysis, Team Building, Customer Satisfaction, Inventory Management, Recruiting, Social Networking, Outlook, Forecasting, Sales Operations, Teamwork, Strategic Planning, Payroll, Control Systems Design, Professional Audio, Display Technology, Consumer Electronics
Education
Le Moyne College 2007 — 2011
BS, Accounting
Le Moyne College 2007 — 2011
Minor, Music Theory and Composition
Cicero-North Syracuse 2004 — 2007
Advanced Designation NYS Regents w/ Honors, CTE: Business
Branden Gaut Branden Gaut's J.P. Morgan Securities LLC Experience July 2015 - Present
Job VP, Financial Advisor with JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC July 2015 - Present
City National Bank September 2013 - July 2015
Fidelity Investments October 2011 - September 2013
National Planning Corporation (NPC) April 2009 - October 2011
Fidelity Investments June 2007 - February 2009
Education
Hampton University 2003 — 2007
Bachelor's degree, Finance
JP Morgan Securities, LLC July 2015 - Present
City National Bank September 2013 - July 2015
Fidelity Investments October 2011 - September 2013
National Planning Corporation (NPC) April 2009 - October 2011
Fidelity Investments June 2007 - February 2009
Education
Hampton University 2003 — 2007
Bachelor's degree, Finance
Laura Cristiano's J.P. Morgan Securities LLC Experience March 2010 - Present
Job Financial Services Manager
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
J.P Morgan Securities LLC March 2010 - Present
Coldwell Banker June 2009 - March 2010
Landmark Abstract, LLC July 2006 - April 2008
Education
LIU Post
Master of Business Administration MBA, Business Management
Long Island University 2002 — 2006
Bachelor of Arts BA, Psychology
Wells Fargo February 2015 - Present
J.P Morgan Securities LLC March 2010 - Present
Coldwell Banker June 2009 - March 2010
Landmark Abstract, LLC July 2006 - April 2008
Education
LIU Post
Master of Business Administration MBA, Business Management
Long Island University 2002 — 2006
Bachelor of Arts BA, Psychology
Anthony A. Grant Anthony A. Grant's J.P. Morgan Securities LLC Experience May 2013 - Present
Job Financial Advisor at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC May 2013 - Present
Education
Adelphi University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business
Molloy College
MBA Candidate, Finance, 2017
JP Morgan Securities, LLC May 2013 - Present
Education
Adelphi University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business
Molloy College
MBA Candidate, Finance, 2017
Mary Juliana (Dearing) Ray's J.P. Morgan Securities LLC Experience February 2013 - August 2014
Job Regional Private Banker & Brokerage Associate with Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
J.P. Morgan Securities, LLC February 2013 - August 2014
JP Morgan Chase October 2010 - February 2013
Wachovia, A Wells Fargo Company September 2009 - October 2010
Ty J. Young & Associates December 2008 - June 2009
Skills
Series 7, Series 63, Series 6, Series 66
Education
The University of Georgia 2004 — 2008
Bachelor of Science, Family Financial Planning
Wells Fargo July 2014 - Present
J.P. Morgan Securities, LLC February 2013 - August 2014
JP Morgan Chase October 2010 - February 2013
Wachovia, A Wells Fargo Company September 2009 - October 2010
Ty J. Young & Associates December 2008 - June 2009
Skills
Series 7, Series 63, Series 6, Series 66
Education
The University of Georgia 2004 — 2008
Bachelor of Science, Family Financial Planning
Newlin O. Wollaston Newlin O. Wollaston's J.P. Morgan Securities LLC Experience December 2011 - October 2014
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities, LLC December 2011 - October 2014
New England Financial June 2009 - November 2011
Bank of America May 1993 - March 2009
Education
DePaul University 1996 — 2004
Business Administration and Management, General
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities, LLC December 2011 - October 2014
New England Financial June 2009 - November 2011
Bank of America May 1993 - March 2009
Education
DePaul University 1996 — 2004
Business Administration and Management, General
Justin Burkhart's J.P. Morgan Securities LLC Experience September 2015 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Securities, LLC September 2015 - Present
Morgan Stanley April 2015 - September 2015
Morgan Stanley July 2013 - April 2015
Morgan Stanley August 2012 - July 2013
KPMG LLP February 2009 - July 2012
WedAlert.com Corporation May 2007 - January 2009
Skills
Series 7, Series 63, Investments, Sales, Customer Service, Blogging, Strategic Financial..., Finance, Building Relationships, Marketing, Economics, Personal Finance, Retirement Planning, Budgets, Accounting, Research, Stock Market, Advertising, Training, Coaching, Forecasting, Management, Human Resources, Leadership, Financial Analysis, Business, Social Networking, Writing, Problem Solving, Collaborative, Organizing
Education
DeVry University 2011 — 2012
Bachelor of Science (BS), Technical Management - Finance Concentration, 4.0
The Ohio State University 2001 — 2004
Marketing, 3.44
J.P. Morgan Securities, LLC September 2015 - Present
Morgan Stanley April 2015 - September 2015
Morgan Stanley July 2013 - April 2015
Morgan Stanley August 2012 - July 2013
KPMG LLP February 2009 - July 2012
WedAlert.com Corporation May 2007 - January 2009
Skills
Series 7, Series 63, Investments, Sales, Customer Service, Blogging, Strategic Financial..., Finance, Building Relationships, Marketing, Economics, Personal Finance, Retirement Planning, Budgets, Accounting, Research, Stock Market, Advertising, Training, Coaching, Forecasting, Management, Human Resources, Leadership, Financial Analysis, Business, Social Networking, Writing, Problem Solving, Collaborative, Organizing
Education
DeVry University 2011 — 2012
Bachelor of Science (BS), Technical Management - Finance Concentration, 4.0
The Ohio State University 2001 — 2004
Marketing, 3.44
Noah Pak's J.P. Morgan Securities LLC Experience April 2012 - February 2014
Job
Industry Computer Software
Experience
TestPlant Ltd March 2014 - Present
JP Morgan Securities LLC April 2012 - February 2014
JPMorgan Chase October 2011 - February 2014
Merrill Lynch April 2011 - August 2011
Toys R Us June 2010 - August 2010
Skills
Banking, CRM, Microsoft Office, Outlook, Microsoft Word, Leadership, Microsoft Excel, Sales, Marketing, Investments, Mortgage Banking, Time Management, Analysis, Finance, Management
Education
UC Riverside 2007 — 2011
Bachelor of Science, Business Administration
TestPlant Ltd March 2014 - Present
JP Morgan Securities LLC April 2012 - February 2014
JPMorgan Chase October 2011 - February 2014
Merrill Lynch April 2011 - August 2011
Toys R Us June 2010 - August 2010
Skills
Banking, CRM, Microsoft Office, Outlook, Microsoft Word, Leadership, Microsoft Excel, Sales, Marketing, Investments, Mortgage Banking, Time Management, Analysis, Finance, Management
Education
UC Riverside 2007 — 2011
Bachelor of Science, Business Administration
Dustin DeFranco's J.P. Morgan Securities LLC Experience May 2008 - Present
Job Senior Financial Advisor VP Investments at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC May 2008 - Present
Skills
Series 7, Series 66, Life & Health Insurance...
Education
Ohio University 2000 — 2007
Bachelor of Business Administration (B.B.A.), Economics
JP Morgan Securities LLC May 2008 - Present
Skills
Series 7, Series 66, Life & Health Insurance...
Education
Ohio University 2000 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Craig Pruett's J.P. Morgan Securities LLC Experience September 2014 - Present
Job Managing Director Northeast Regional Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC September 2014 - Present
JPMorgan Securities LLC September 2012 - September 2014
MorganStanley SmithBarney LLC December 2005 - September 2012
Dreyfus Service Corp. 1997 - 2005
Glen Rauch Securities 1987 - 1997
Education
Ithaca College
Bachelor of Science, Business Mgmt.
JP Morgan Securities LLC September 2014 - Present
JPMorgan Securities LLC September 2012 - September 2014
MorganStanley SmithBarney LLC December 2005 - September 2012
Dreyfus Service Corp. 1997 - 2005
Glen Rauch Securities 1987 - 1997
Education
Ithaca College
Bachelor of Science, Business Mgmt.
Stacey Hager Stacey Hager's J.P. Morgan Securities LLC Experience March 2013 - June 2015
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2015 - Present
JP Morgan Securities, LLC March 2013 - June 2015
Chase Investments, a Registered Representative of JP Morgan Securities LLC October 2012 - March 2013
Chase Investment Services Corp January 2011 - September 2012
Chase Bank N.A. May 2009 - December 2010
Lease Corporation of America October 2008 - March 2009
Quicken Loans July 2006 - September 2008
Education
Michigan State University 2002 — 2006
BA, Communication
JP Morgan Chase Bank, N.A. July 2015 - Present
JP Morgan Securities, LLC March 2013 - June 2015
Chase Investments, a Registered Representative of JP Morgan Securities LLC October 2012 - March 2013
Chase Investment Services Corp January 2011 - September 2012
Chase Bank N.A. May 2009 - December 2010
Lease Corporation of America October 2008 - March 2009
Quicken Loans July 2006 - September 2008
Education
Michigan State University 2002 — 2006
BA, Communication
Billy Farris Billy Farris's J.P. Morgan Securities LLC Experience January 2014 - Present
Job Financial Advisor Associate at JPMorgan Securities LLC, Retirement Specialist, College Planning, Wealth Manager
Industry Financial Services
Experience
JP Morgan Securities LLC January 2014 - Present
JP Morgan Chase Bank NA November 2010 - December 2013
Skills
Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Investments, Customer Service, Series 63, Series 7, Retirement, College Education...
Education
Colorado State University 2004 — 2008
Liberal Arts/ Business Fianance
JP Morgan Securities LLC January 2014 - Present
JP Morgan Chase Bank NA November 2010 - December 2013
Skills
Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Investments, Customer Service, Series 63, Series 7, Retirement, College Education...
Education
Colorado State University 2004 — 2008
Liberal Arts/ Business Fianance
Greg Nixon, CEcD's J.P. Morgan Securities LLC Experience March 2011 - April 2014
Job President at MidMarket Economic Development (MidMarket ED)
Industry Management Consulting
Experience
Mid-Market Economic Development (Mid-Market ED) January 2015 - Present
Express Processing Services June 2014 - September 2014
JP Morgan Securities, LLC March 2011 - April 2014
Morgan Stanley Smith Barney / Securian February 2007 - June 2010
Rockwall Economic Development Corporation September 2003 - June 2006
Muskogee Development Corporation September 2001 - September 2003
Cetech Imaging May 1997 - September 2001
Public Service Company of Oklahoma 1985 - 1997
Skills
New Business Development, Economic Development, Marketing Strategy, Lobbying, Site Development, Regulatory Affairs, Financial Analysis, Executive Management, Community Development, Finance, Urban Economics, Management, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Strategic Planning, Customer Service, Financial Services, Retirement, Series 63, Sales
Education
Oklahoma State University 1988 — 1992
MBA, Management
International Economic Development Council 1987 — 1992
CEcD, Certified Economic Developer (CEcD)
University of Oklahoma 1981 — 1985
BBA, Marketing
Mid-Market Economic Development (Mid-Market ED) January 2015 - Present
Express Processing Services June 2014 - September 2014
JP Morgan Securities, LLC March 2011 - April 2014
Morgan Stanley Smith Barney / Securian February 2007 - June 2010
Rockwall Economic Development Corporation September 2003 - June 2006
Muskogee Development Corporation September 2001 - September 2003
Cetech Imaging May 1997 - September 2001
Public Service Company of Oklahoma 1985 - 1997
Skills
New Business Development, Economic Development, Marketing Strategy, Lobbying, Site Development, Regulatory Affairs, Financial Analysis, Executive Management, Community Development, Finance, Urban Economics, Management, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Strategic Planning, Customer Service, Financial Services, Retirement, Series 63, Sales
Education
Oklahoma State University 1988 — 1992
MBA, Management
International Economic Development Council 1987 — 1992
CEcD, Certified Economic Developer (CEcD)
University of Oklahoma 1981 — 1985
BBA, Marketing
Brandon DeCastro's J.P. Morgan Securities LLC Experience March 2013 - March 2015
Job Exclusive Financial Specialist with Allstate Financial Services
Industry Investment Management
Experience
Allstate Financial Services, LLC March 2015 - September 2015
JP Morgan Securities LLC March 2013 - March 2015
FirstMerit Bank March 2009 - March 2013
Chase August 2006 - March 2009
Education
The University of Akron
Allstate Financial Services, LLC March 2015 - September 2015
JP Morgan Securities LLC March 2013 - March 2015
FirstMerit Bank March 2009 - March 2013
Chase August 2006 - March 2009
Education
The University of Akron
Rock Marquardt's J.P. Morgan Securities LLC Experience March 2013 - Present
Job V. P. Futures & Options Commodity Sales & Executions
Industry Banking
Experience
JP Morgan Securities LLC March 2013 - Present
JP Morgan June 2006 - March 2013
ABN AMRO Bank N.V. 2005 - 2006
Cargill Investor Services August 1991 - August 2005
Missouri Farmers Assoc. September 1979 - August 1991
Skills
Risk Management, Trading, Commodity, Commodity Risk..., Options, Grain, Agribusiness, Options Strategies, Agriculture, Financial Markets, Hedging, Equities, Technical Analysis, Portfolio Management, Commodity Markets, Strategic Planning
Education
University of Missouri-Columbia 1975 — 1979
BS, Agriculture
JP Morgan Securities LLC March 2013 - Present
JP Morgan June 2006 - March 2013
ABN AMRO Bank N.V. 2005 - 2006
Cargill Investor Services August 1991 - August 2005
Missouri Farmers Assoc. September 1979 - August 1991
Skills
Risk Management, Trading, Commodity, Commodity Risk..., Options, Grain, Agribusiness, Options Strategies, Agriculture, Financial Markets, Hedging, Equities, Technical Analysis, Portfolio Management, Commodity Markets, Strategic Planning
Education
University of Missouri-Columbia 1975 — 1979
BS, Agriculture
Jeff Durkee's J.P. Morgan Securities LLC Experience February 2012 - Present
Job Senior Vice President & Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
Frank Saldana's J.P. Morgan Securities LLC Experience May 2011 - Present
Job Vice President Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC May 2011 - Present
Education
University of California, Irvine 1996 — 2000
Bachelor's degree, Economcs
JP Morgan Securities, LLC May 2011 - Present
Education
University of California, Irvine 1996 — 2000
Bachelor's degree, Economcs
Geoffrey Molinski's J.P. Morgan Securities LLC Experience March 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
J.P. Morgan Securities, LLC March 2010 - Present
Education
Loyola Marymount University 2012 — 2014
Master of Business Administration, Accounting and Finance
University of Southern California 2004 — 2007
BA, Political science
J.P. Morgan Securities, LLC March 2010 - Present
Education
Loyola Marymount University 2012 — 2014
Master of Business Administration, Accounting and Finance
University of Southern California 2004 — 2007
BA, Political science
Laura Mahaney's J.P. Morgan Securities LLC Experience 1982 - Present
Job Managing Director at JP Morgan
Industry Facilities Services
Experience
JP Morgan Managing DirectorJPMorgan1982 - Present
JP Morgan Securities LLC 1982 - Present
Skills
Investment Banking, Capital Markets, Management, Risk Management, Mergers & Acquisitions, Portfolio Management, Investments, Banking, Structured Finance, Financial Analysis
Education
Southern Methodist University
BBA, Finance, Economics
JP Morgan Managing DirectorJPMorgan1982 - Present
JP Morgan Securities LLC 1982 - Present
Skills
Investment Banking, Capital Markets, Management, Risk Management, Mergers & Acquisitions, Portfolio Management, Investments, Banking, Structured Finance, Financial Analysis
Education
Southern Methodist University
BBA, Finance, Economics
Ryan Goldschmitt's J.P. Morgan Securities LLC Experience August 2010 - June 2012
Job Private Client Advisor at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA June 2012 - Present
JP Morgan Securities LLC August 2010 - June 2012
JP Morgan Chase Bank, NA August 2007 - August 2010
Circuit City June 2002 - June 2007
Whitman, Requardt & Associates, LLP May 2000 - December 2001
Education
New Jersey Institute of Technology 1999 — 2004
Architecture
JP Morgan Chase Bank, NA June 2012 - Present
JP Morgan Securities LLC August 2010 - June 2012
JP Morgan Chase Bank, NA August 2007 - August 2010
Circuit City June 2002 - June 2007
Whitman, Requardt & Associates, LLP May 2000 - December 2001
Education
New Jersey Institute of Technology 1999 — 2004
Architecture
Matthew Wesolowski's J.P. Morgan Securities LLC Experience May 2005 - Present
Job Associate at JP Morgan Securities Inc.
Industry Financial Services
Experience
JP Morgan Securities LLC May 2005 - Present
Skills
Fixed Income, Hedge Funds, Equities, Series 63, Series 7, Alternative Investments, Securities, Bloomberg, Capital Markets, Asset Management, FINRA, Investments, Valuation, Portfolio Management, Bonds, Mutual Funds, Financial Modeling, Derivatives, Asset Allocation, Investment Management
Education
Montclair State University 1999 — 2003
Bachelor's, Marketing
JP Morgan Securities LLC May 2005 - Present
Skills
Fixed Income, Hedge Funds, Equities, Series 63, Series 7, Alternative Investments, Securities, Bloomberg, Capital Markets, Asset Management, FINRA, Investments, Valuation, Portfolio Management, Bonds, Mutual Funds, Financial Modeling, Derivatives, Asset Allocation, Investment Management
Education
Montclair State University 1999 — 2003
Bachelor's, Marketing
Jamie McQueen's J.P. Morgan Securities LLC Experience July 2007 - November 2013
Job Vice President Mergers & Acquisitions at Amcor Rigid Plastics
Industry Investment Banking
Experience
Amcor Rigid Plastics July 2015 - Present
John Crane Corporation November 2013 - June 2015
J.P. Morgan Securities, LLC July 2007 - November 2013
Bear Stearns August 2001 - July 2007
SunTrust Bank July 1994 - May 2000
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Business Development, LBO, Leveraged Finance, Valuation, Equities, Fixed Income, Financial Analysis, Key Client Relationships, Capital Structure, Restructuring, Credit Rating, Business Strategy, Strategic Planning, Due Diligence, Financial Modeling, Private Equity
Education
Clemson University 1989 — 2004
BS, Financial Management and Accounting
University of Notre Dame 2000 — 2001
Master of Business Administration (M.B.A.), Strategy and Corporate Finance
Amcor Rigid Plastics July 2015 - Present
John Crane Corporation November 2013 - June 2015
J.P. Morgan Securities, LLC July 2007 - November 2013
Bear Stearns August 2001 - July 2007
SunTrust Bank July 1994 - May 2000
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Business Development, LBO, Leveraged Finance, Valuation, Equities, Fixed Income, Financial Analysis, Key Client Relationships, Capital Structure, Restructuring, Credit Rating, Business Strategy, Strategic Planning, Due Diligence, Financial Modeling, Private Equity
Education
Clemson University 1989 — 2004
BS, Financial Management and Accounting
University of Notre Dame 2000 — 2001
Master of Business Administration (M.B.A.), Strategy and Corporate Finance
Andrew Held's J.P. Morgan Securities LLC Experience October 2010 - Present
Job Market Director JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC October 2010 - Present
Thunderbird School of Global Management August 2009 - January 2011
UBS Financial Services Inc. November 2003 - October 2009
Merrill Lynch June 1996 - November 2003
Education
University of Dayton 1991 — 1996
BS, Finance and Marketing
Thunderbird School of Global Management
JP Morgan Securities LLC October 2010 - Present
Thunderbird School of Global Management August 2009 - January 2011
UBS Financial Services Inc. November 2003 - October 2009
Merrill Lynch June 1996 - November 2003
Education
University of Dayton 1991 — 1996
BS, Finance and Marketing
Thunderbird School of Global Management
Daniel Pollack's J.P. Morgan Securities LLC Experience November 2012 - November 2014
Job VP Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities, LLC November 2012 - November 2014
JP Morgan Chase November 2010 - October 2012
Education
San Francisco State University, College of Business 2005 — 2010
BS, Financial Services
JPMorgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities, LLC November 2012 - November 2014
JP Morgan Chase November 2010 - October 2012
Education
San Francisco State University, College of Business 2005 — 2010
BS, Financial Services
Jerry Thomas's J.P. Morgan Securities LLC Experience 2014 - Present
Job Market DirectorExecutive Director at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC 2014 - Present
Citi Personal Wealth Management 2004 - 2014
Merrill Lynch 2000 - 2004
St. Paul Federal Bank for Savings 1985 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Management, Executive Master's Program
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Lewis University
Bachelor of Arts (B.A.), Accounting
JP Morgan Securities, LLC 2014 - Present
Citi Personal Wealth Management 2004 - 2014
Merrill Lynch 2000 - 2004
St. Paul Federal Bank for Savings 1985 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Management, Executive Master's Program
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Lewis University
Bachelor of Arts (B.A.), Accounting
James Timm's J.P. Morgan Securities LLC Experience April 2011 - Present
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC April 2011 - Present
Education
Concordia University-Seward 1970 — 1972
Bachelor of Science (BS), Social Sciences
The American College
Master's degree, Financial Services
JP Morgan Securities LLC April 2011 - Present
Education
Concordia University-Seward 1970 — 1972
Bachelor of Science (BS), Social Sciences
The American College
Master's degree, Financial Services
Dan Lamonaca's J.P. Morgan Securities LLC Experience August 2007 - July 2013
Job Senior Director at Group SJR
Industry Investment Banking
Experience
Group SJR July 2013 - Present
JP Morgan Securities LLC August 2007 - July 2013
New York Board of Trade 2004 - 2006
Skills
Fixed Income, Series 99
Education
Fordham Preparatory School
High School
The Catholic University of America
BSBA, International Economics and Finance
Group SJR July 2013 - Present
JP Morgan Securities LLC August 2007 - July 2013
New York Board of Trade 2004 - 2006
Skills
Fixed Income, Series 99
Education
Fordham Preparatory School
High School
The Catholic University of America
BSBA, International Economics and Finance
Joseph Di Peri's J.P. Morgan Securities LLC Experience July 2011 - June 2013
Job VP Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
J.P. Morgan Securities, LLC July 2011 - June 2013
JP Morgan Chase Bank, N.A. January 2010 - July 2011
MetLife Financial Services April 2008 - December 2008
Education
Oregon State University 2004 — 2009
B.S, Business Administration, Finance Option
JP Morgan Chase Bank, N.A. June 2013 - Present
J.P. Morgan Securities, LLC July 2011 - June 2013
JP Morgan Chase Bank, N.A. January 2010 - July 2011
MetLife Financial Services April 2008 - December 2008
Education
Oregon State University 2004 — 2009
B.S, Business Administration, Finance Option
Chris Ressa's J.P. Morgan Securities LLC Experience January 2014 - April 2015
Job Financial Advisor, Retirement Specialist at Capital Planning Advisors
Industry Financial Services
Experience
Capital Planning Advisors April 2015 - Present
JP Morgan Securities LLC January 2014 - April 2015
Education
Saint Mary's College of California 1997 — 2000
Master's Degree, Health and Physical Education/Fitness
University of California, San Diego 1989 — 1996
Bachelor's Degree, Mathematics Major / Economics Minor
Capital Planning Advisors April 2015 - Present
JP Morgan Securities LLC January 2014 - April 2015
Education
Saint Mary's College of California 1997 — 2000
Master's Degree, Health and Physical Education/Fitness
University of California, San Diego 1989 — 1996
Bachelor's Degree, Mathematics Major / Economics Minor
Jim Richard's J.P. Morgan Securities LLC Experience September 2013 - Present
Job Asset Management at JP Morgan Securities LLC
Industry Banking
Experience
JP Morgan Securities LLC September 2013 - Present
Credit Suisse July 2008 - September 2013
Merrill Lynch July 2002 - July 2008
Skills
Portfolio Management, Asset Management, Investments, Hedge Funds, Private Equity, Wealth Management, Series 7, Asset Allocation, Investment Strategies, Series 63, Equities
Education
The University of Chicago 2000 — 2002
MBA, Finance
Harvard University 1990 — 1994
Bachelor's degree, American History (United States)
JP Morgan Securities LLC September 2013 - Present
Credit Suisse July 2008 - September 2013
Merrill Lynch July 2002 - July 2008
Skills
Portfolio Management, Asset Management, Investments, Hedge Funds, Private Equity, Wealth Management, Series 7, Asset Allocation, Investment Strategies, Series 63, Equities
Education
The University of Chicago 2000 — 2002
MBA, Finance
Harvard University 1990 — 1994
Bachelor's degree, American History (United States)
Lilia Cabezas-Johnson's J.P. Morgan Securities LLC Experience January 2015 - Present
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
Derrick Gin's J.P. Morgan Securities LLC Experience April 2014 - October 2014
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities LLC April 2014 - October 2014
Citi September 2011 - April 2014
Signature Resources February 2009 - July 2011
Capital Strategies Group April 2004 - February 2009
Northwestern Mutual April 2001 - April 2004
Education
Meiji Gakuin University 2000 — 2000
Global Security and Economic Development Program
University of California, San Diego 1997 — 2000
BA, Economics and Political Science
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities LLC April 2014 - October 2014
Citi September 2011 - April 2014
Signature Resources February 2009 - July 2011
Capital Strategies Group April 2004 - February 2009
Northwestern Mutual April 2001 - April 2004
Education
Meiji Gakuin University 2000 — 2000
Global Security and Economic Development Program
University of California, San Diego 1997 — 2000
BA, Economics and Political Science
B. E. Rusty Dose III's J.P. Morgan Securities LLC Experience June 2008 - Present
Job Vice President at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC June 2008 - Present
Bear Stearns 2007 - 2008
Skills
Asset Managment, Equities, Recruiting, Fixed Income, Investments, Alternative Investments, Series 63, Asset Management, Hedge Funds, Capital Markets, Securities, Financial Services
Education
University of Nebraska-Lincoln
JP Morgan Securities, LLC June 2008 - Present
Bear Stearns 2007 - 2008
Skills
Asset Managment, Equities, Recruiting, Fixed Income, Investments, Alternative Investments, Series 63, Asset Management, Hedge Funds, Capital Markets, Securities, Financial Services
Education
University of Nebraska-Lincoln
Gordon Hsu's J.P. Morgan Securities LLC Experience May 2011 - February 2015
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2015 - Present
J.P. Morgan Securities, LLC May 2011 - February 2015
Chase Investment Services Corp March 2007 - May 2011
Education
University of Maryland College Park
JPMorgan Chase Bank, N.A. March 2015 - Present
J.P. Morgan Securities, LLC May 2011 - February 2015
Chase Investment Services Corp March 2007 - May 2011
Education
University of Maryland College Park
Wilton Mejia's J.P. Morgan Securities LLC Experience April 2010 - May 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Joseph Barbour's J.P. Morgan Securities LLC Experience May 2011 - Present
Job Vice President Financial Advisor, JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC May 2011 - Present
JPMorgan Chase January 2008 - May 2011
Banker's Life and Casualty May 2006 - December 2007
Skills
Securities
Education
University of Houston 1995 — 2001
JP Morgan Securities, LLC May 2011 - Present
JPMorgan Chase January 2008 - May 2011
Banker's Life and Casualty May 2006 - December 2007
Skills
Securities
Education
University of Houston 1995 — 2001
Song Sim's J.P. Morgan Securities LLC Experience July 2014 - Present
Job J.P. Morgan Securities LLC
Industry Banking
Experience
JP Morgan Securities, LLC July 2014 - Present
JPMorgan Chase Bank N.A. March 2008 - June 2012
Education
Rutgers University 1998 — 2002
Tenafly High School
JP Morgan Securities, LLC July 2014 - Present
JPMorgan Chase Bank N.A. March 2008 - June 2012
Education
Rutgers University 1998 — 2002
Tenafly High School
Shawn Lahring's J.P. Morgan Securities LLC Experience September 2012 - Present
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC September 2012 - Present
UBS Financial Services Inc. February 2008 - September 2012
NatCity Investments March 2006 - January 2008
Oppenheimer & Co. January 2005 - March 2006
Education
Davenport University
Grand Valley State University
JP Morgan Securities LLC September 2012 - Present
UBS Financial Services Inc. February 2008 - September 2012
NatCity Investments March 2006 - January 2008
Oppenheimer & Co. January 2005 - March 2006
Education
Davenport University
Grand Valley State University
Norm Peters's J.P. Morgan Securities LLC Experience March 2012 - December 2014
Job Business Banking Area Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
JP Morgan Securities, LLC March 2012 - December 2014
BBVA Compass December 2011 - March 2012
Wells Fargo December 2010 - September 2011
Wells Fargo Advisors August 2004 - December 2010
JPMorgan Chase May 1984 - June 2004
Skills
Wealth Management..., Financial Services, Private Banking, Wealth Management, Commercial Banking, Commercial Lending, Asset Allocation, Lines Of Credit, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Management, NASD 9,10,24,7,65,63, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
The University of Texas at El Paso
University of Phoenix
JPMorgan Chase & Co. December 2014 - Present
JP Morgan Securities, LLC March 2012 - December 2014
BBVA Compass December 2011 - March 2012
Wells Fargo December 2010 - September 2011
Wells Fargo Advisors August 2004 - December 2010
JPMorgan Chase May 1984 - June 2004
Skills
Wealth Management..., Financial Services, Private Banking, Wealth Management, Commercial Banking, Commercial Lending, Asset Allocation, Lines Of Credit, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Management, NASD 9,10,24,7,65,63, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
The University of Texas at El Paso
University of Phoenix
Joshua Resch's J.P. Morgan Securities LLC Experience January 2011 - March 2014
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. March 2014 - Present
JP Morgan Securities LLC January 2011 - March 2014
JP Morgan Chase Bank, N.A July 2002 - December 2010
Education
Creighton University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
JP Morgan Chase Bank N.A. March 2014 - Present
JP Morgan Securities LLC January 2011 - March 2014
JP Morgan Chase Bank, N.A July 2002 - December 2010
Education
Creighton University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
David Duplantis's J.P. Morgan Securities LLC Experience August 2010 - Present
Job Vice President/Financial Advisor at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC August 2010 - Present
Education
University of Louisiana at Lafayette 2010 — 2013
Master of Business Administration (M.B.A.)
University of Louisiana at Lafayette 2004 — 2008
Bachelor's degree, Finance
J.P. Morgan Securities, LLC August 2010 - Present
Education
University of Louisiana at Lafayette 2010 — 2013
Master of Business Administration (M.B.A.)
University of Louisiana at Lafayette 2004 — 2008
Bachelor's degree, Finance
Ian Perales's J.P. Morgan Securities LLC Experience May 2014 - Present
Job Financial Advisor Associate
Industry Investment Banking
Experience
J.P. Morgan Securities, LLC May 2014 - Present
J.P. Morgan Securities, LLC January 2014 - April 2014
JPMorgan Chase & Co. September 2012 - December 2013
JPMorgan Chase & Co. February 2010 - September 2012
JPMorgan Chase & Co. March 2007 - February 2010
IRA Mortgage May 2006 - March 2007
Golden 1 Credit Union March 2001 - April 2006
Skills
Investments, Finance, Investment Banking, Loans, Sales Management, Credit, Banking, Mortgage Lending, Relationship Management, Financial Analysis, Risk Management, Loan Origination, Credit Analysis, Commercial Banking, Series 63, Commercial Lending, Retail Banking, Portfolio Management, Cross Selling, Credit Risk, Fixed Income, Series 7, Financial Services
Education
CSU Fresno 2001 — 2002
Hartnell College 1995 — 2000
J.P. Morgan Securities, LLC May 2014 - Present
J.P. Morgan Securities, LLC January 2014 - April 2014
JPMorgan Chase & Co. September 2012 - December 2013
JPMorgan Chase & Co. February 2010 - September 2012
JPMorgan Chase & Co. March 2007 - February 2010
IRA Mortgage May 2006 - March 2007
Golden 1 Credit Union March 2001 - April 2006
Skills
Investments, Finance, Investment Banking, Loans, Sales Management, Credit, Banking, Mortgage Lending, Relationship Management, Financial Analysis, Risk Management, Loan Origination, Credit Analysis, Commercial Banking, Series 63, Commercial Lending, Retail Banking, Portfolio Management, Cross Selling, Credit Risk, Fixed Income, Series 7, Financial Services
Education
CSU Fresno 2001 — 2002
Hartnell College 1995 — 2000
Jerry Lint's J.P. Morgan Securities LLC Experience October 1988 - Present
Job Market Manager at J.P. Morgan Private Bank
Industry Banking
Experience
JP Morgan Securities LLC October 1988 - Present
Education
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
JP Morgan Securities LLC October 1988 - Present
Education
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Peter Balistreri's J.P. Morgan Securities LLC Experience June 2014 - Present
Job Financial Advisor Associate at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC June 2014 - Present
JPMorgan Chase Bank, N.A March 2012 - May 2014
US Gold Inc January 2010 - March 2012
Education
The University of Kansas 2006 — 2011
Bachelor of Science (BS), Psychology
J.P. Morgan Securities, LLC June 2014 - Present
JPMorgan Chase Bank, N.A March 2012 - May 2014
US Gold Inc January 2010 - March 2012
Education
The University of Kansas 2006 — 2011
Bachelor of Science (BS), Psychology
Christine R Heilmann's J.P. Morgan Securities LLC Experience January 2015 - Present
Job
Industry Investment Management
Experience
J.P Morgan Securities, LLC January 2015 - Present
J.P. Morgan Securities, LLC April 2012 - January 2015
CHASE INVESTMENT SERVICES CORP. February 2010 - April 2012
CHASE INVESTMENT SERVICES CORP. May 2009 - January 2010
CHASE INVESTMENT SERVICES CORP. April 2006 - April 2009
Chase Insurance Group January 2004 - April 2006
One Group Dealer Services March 2000 - January 2004
Banc One Securities Corporation October 1998 - March 2000
Lincoln Financial Advisors November 1997 - October 1998
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Psychology/Business
Otterbein University
Master of Business Administration (MBA), Business Administration and Management, General
J.P Morgan Securities, LLC January 2015 - Present
J.P. Morgan Securities, LLC April 2012 - January 2015
CHASE INVESTMENT SERVICES CORP. February 2010 - April 2012
CHASE INVESTMENT SERVICES CORP. May 2009 - January 2010
CHASE INVESTMENT SERVICES CORP. April 2006 - April 2009
Chase Insurance Group January 2004 - April 2006
One Group Dealer Services March 2000 - January 2004
Banc One Securities Corporation October 1998 - March 2000
Lincoln Financial Advisors November 1997 - October 1998
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Psychology/Business
Otterbein University
Master of Business Administration (MBA), Business Administration and Management, General
David Para's J.P. Morgan Securities LLC Experience July 2013 - February 2015
Job Chase Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA February 2015 - Present
J.P. Morgan Securities, LLC July 2013 - February 2015
Albany Park Community Center November 2014 - December 2014
JPMorgan Chase August 2011 - July 2013
UCLM 2009 - 2010
Education
DePaul University 2015 — 2018
Master of Science (M.S.), Software Engineering
Northern Illinois University 2006 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad de Castilla-La Mancha 2009 — 2009
Spanish Language and Literature
J.P. Morgan Chase Bank, NA February 2015 - Present
J.P. Morgan Securities, LLC July 2013 - February 2015
Albany Park Community Center November 2014 - December 2014
JPMorgan Chase August 2011 - July 2013
UCLM 2009 - 2010
Education
DePaul University 2015 — 2018
Master of Science (M.S.), Software Engineering
Northern Illinois University 2006 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad de Castilla-La Mancha 2009 — 2009
Spanish Language and Literature
Robert Lorenz's J.P. Morgan Securities LLC Experience October 2010 - January 2015
Job Financial Advisor at BMO Harris Financial Advisors LLC
Industry Financial Services
Experience
BMO Harris Financial Advisors LLC January 2015 - Present
J.P. Morgan Securities, LLC October 2010 - January 2015
Genworth April 2008 - October 2010
Fifth Third Securities September 2006 - April 2008
Ameriprise Financial Services, Inc. July 2003 - September 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
DeVry University
Bachelor of Science in Technical Management, Computer Information Systems
BMO Harris Financial Advisors LLC January 2015 - Present
J.P. Morgan Securities, LLC October 2010 - January 2015
Genworth April 2008 - October 2010
Fifth Third Securities September 2006 - April 2008
Ameriprise Financial Services, Inc. July 2003 - September 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
DeVry University
Bachelor of Science in Technical Management, Computer Information Systems
Banque Laurentienne
Laurentian Bank
China Merchants Securities Co., Ltd.
China Securities Co., Ltd.
Haitong Securities
Laurentian Bank of Canada
Banque Laurentienne du Canada
China Merchants Securities