JPMorgan Company
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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2,973 JPMorgan employees in database. Find out everything there's to know about JPMorgan 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.
JPMorgan Employees
Employee
Years
Job
Industry
Dan Hsiao Dan Hsiao's JPMorgan Experience August 2003 - May 2007
Job Product at Instacart
Industry Internet
Experience
Instacart April 2015 - Present
Fundastic January 2014 - December 2014
Soldsie December 2012 - December 2013
Facebook August 2009 - December 2010
FriendFeed June 2008 - August 2009
FriendFeed January 2008 - January 2008
JPMorgan August 2003 - May 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
MBA
University of California, Berkeley 1999 — 2003
BS, Electrical Engineering & Computer Science
Instacart April 2015 - Present
Fundastic January 2014 - December 2014
Soldsie December 2012 - December 2013
Facebook August 2009 - December 2010
FriendFeed June 2008 - August 2009
FriendFeed January 2008 - January 2008
JPMorgan August 2003 - May 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
MBA
University of California, Berkeley 1999 — 2003
BS, Electrical Engineering & Computer Science
Amy Merritt Swick, LEED AP Amy Merritt Swick, LEED AP's JPMorgan Experience 2001 - 2003
Job Inhance Development Group
Industry Real Estate
Experience
Inhance Development Group April 2013 - Present
Jamestown Properties November 2008 - March 2013
Green Street Properties 2007 - March 2013
Citiline 2006 - 2007
Green Street Properties 2003 - 2005
JPMorgan 2001 - 2003
Skills
Due Diligence, Valuation, Asset Management, Real Estate Development, Project Management, Real Estate Transactions, Project Planning, Construction, Real Estate Private..., Financial Modeling, Real Estate Economics, Finance, Asset Managment, Disposition, Property Management
Education
Massachusetts Institute of Technology 2005 — 2006
Master of Science, Real Estate Development
Princeton University 1997 — 2001
Bachelor of Arts, Architecture & Finance
Inhance Development Group April 2013 - Present
Jamestown Properties November 2008 - March 2013
Green Street Properties 2007 - March 2013
Citiline 2006 - 2007
Green Street Properties 2003 - 2005
JPMorgan 2001 - 2003
Skills
Due Diligence, Valuation, Asset Management, Real Estate Development, Project Management, Real Estate Transactions, Project Planning, Construction, Real Estate Private..., Financial Modeling, Real Estate Economics, Finance, Asset Managment, Disposition, Property Management
Education
Massachusetts Institute of Technology 2005 — 2006
Master of Science, Real Estate Development
Princeton University 1997 — 2001
Bachelor of Arts, Architecture & Finance
Kenneth Hotz Kenneth Hotz's JPMorgan Experience July 1999 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan July 1999 - Present
KeyBank February 1998 - July 1999
Huntington National Bank August 1995 - February 1998
Skills
Treasury Management, Sales Management, International Sales, International Trade, Team Building, Cross-functional Team..., Cross-cultural Teams, Complex Sales
Education
The George Washington University 1993 — 1995
Master of Arts (M.A.), International Relations and Affairs
Miami University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
JPMorgan July 1999 - Present
KeyBank February 1998 - July 1999
Huntington National Bank August 1995 - February 1998
Skills
Treasury Management, Sales Management, International Sales, International Trade, Team Building, Cross-functional Team..., Cross-cultural Teams, Complex Sales
Education
The George Washington University 1993 — 1995
Master of Arts (M.A.), International Relations and Affairs
Miami University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Michael Kornhaber Michael Kornhaber's JPMorgan Experience 1994 - 1996
Job Sr Vice President CTI Strategic Supplier Management and Thrid Party Risk Management
Industry Banking
Experience
Citi May 2013 - Present
Citi November 2011 - Present
Wipro Technologies November 2010 - November 2011
CGI April 2009 - November 2010
JPMorgan Chase April 2007 - April 2009
JPMorgan Chase January 2004 - April 2007
JPMorgan Chase 2002 - April 2007
CSC 1996 - 2002
CSC Pinnacle Alliance 1996 - 2002
JPMorgan 1994 - 1996
Skills
Account Management, Operations Management, Vendor Management, System Deployment, CRM, Staff Management, Visio, Information Security, Software Development, Fixed Income, Program Management, Product Management, Management, Infrastructure, Outsourcing, SharePoint, Business Development, Capital Markets, IT Service Management, Networking, Leadership, Information Technology, Enterprise Software, Financial Services, PMP, Integration, IT Strategy, IT Management, Risk Management, Managed Services, P&L Management, Strategy, Project Portfolio..., SDLC
Education
New York Institute of Technology 1978 — 1982
BA, Communications
Citi May 2013 - Present
Citi November 2011 - Present
Wipro Technologies November 2010 - November 2011
CGI April 2009 - November 2010
JPMorgan Chase April 2007 - April 2009
JPMorgan Chase January 2004 - April 2007
JPMorgan Chase 2002 - April 2007
CSC 1996 - 2002
CSC Pinnacle Alliance 1996 - 2002
JPMorgan 1994 - 1996
Skills
Account Management, Operations Management, Vendor Management, System Deployment, CRM, Staff Management, Visio, Information Security, Software Development, Fixed Income, Program Management, Product Management, Management, Infrastructure, Outsourcing, SharePoint, Business Development, Capital Markets, IT Service Management, Networking, Leadership, Information Technology, Enterprise Software, Financial Services, PMP, Integration, IT Strategy, IT Management, Risk Management, Managed Services, P&L Management, Strategy, Project Portfolio..., SDLC
Education
New York Institute of Technology 1978 — 1982
BA, Communications
Alice Wang Alice Wang's JPMorgan Experience 2004 - 2005
Job Chief Development Officer at LifeWorx
Industry Consumer Services
Experience
Bridgewater Associates 2013 - 2014
Spark Box Toys, LLC 2011 - 2013
Learn Capital 2009 - 2011
FTV Capital 2007 - 2009
Morgan Stanley 2005 - 2006
JPMorgan 2004 - 2005
United Nations 2003 - 2004
Skills
Venture Capital, Private Equity, E-commerce, Investments, Start-ups, Financial Modeling, Valuation, Entrepreneurship, Corporate Development, Mergers, Business Strategy, Business Development, Due Diligence, Sales&Marketing, Sales Growth, Strategy, Angel Investing, Financial Services, Strategic Partnerships, Mergers & Acquisitions, Executive Management, Strategic Consulting, Emerging Markets, M&A experience, Management Consulting
Education
Massachusetts Institute of Technology 1999 — 2003
Bachelor's degree, Economics
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2003
Bachelor's degree, Finance
Bridgewater Associates 2013 - 2014
Spark Box Toys, LLC 2011 - 2013
Learn Capital 2009 - 2011
FTV Capital 2007 - 2009
Morgan Stanley 2005 - 2006
JPMorgan 2004 - 2005
United Nations 2003 - 2004
Skills
Venture Capital, Private Equity, E-commerce, Investments, Start-ups, Financial Modeling, Valuation, Entrepreneurship, Corporate Development, Mergers, Business Strategy, Business Development, Due Diligence, Sales&Marketing, Sales Growth, Strategy, Angel Investing, Financial Services, Strategic Partnerships, Mergers & Acquisitions, Executive Management, Strategic Consulting, Emerging Markets, M&A experience, Management Consulting
Education
Massachusetts Institute of Technology 1999 — 2003
Bachelor's degree, Economics
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2003
Bachelor's degree, Finance
Bo Koch Bo Koch's JPMorgan Experience 2005 - Present
Job VP at J.P. Morgan
Industry Banking
Experience
JPMorgan 2005 - Present
Education
明治大学 / Meiji University
Master's degree
University of Toronto
Bachelor of Arts (BA)
JPMorgan 2005 - Present
Education
明治大学 / Meiji University
Master's degree
University of Toronto
Bachelor of Arts (BA)
Maureen M Ellison Maureen M Ellison's JPMorgan Experience 2001 - 2005
Job Accounts Payable Specialist at Arch Chemicals a Lonza Group Co.
Industry Biotechnology
Experience
Lonza February 2012 - Present
Arch Chemicals February 2012 - Present
HMX, LLC May 2010 - July 2011
Vuzix February 2010 - March 2010
RES Exhibit Services LLC October 2008 - February 2009
Birds Eye Foods October 2007 - October 2008
Frontier Communications March 2006 - August 2007
JPMorgan 2001 - 2005
JPMorgan 1994 - 1999
Skills
SAP R/3, Mas 90, Timberline, AS400, Peachtree, Quicken, Turbo Tax, Lotus Notes, Expense Management, Vendor Relations, Accounts Payable, Account Reconciliation, Journal Entries, Cash Receipts, Billing, Deposits, Invoice Processing, Intercompany, Accounts Receivable, Unclaimed Property, Job Costing, wire transfer, ACH, Technical Aptitude, Data Analysis, Excel, BPCS, Cash Management, Investment Banking, Private Banking, Deadline Driven, Problem Solving, Operational Due..., Pricing, Auditing, General Ledger, Computer Hardware, Business Intelligence, Record Keeping, 10 Key, Invoicing, Accounting, Word, Microsoft Word, IBM iSeries, Microsoft Excel, Finance, Outlook
Education
Monroe Community College 2005 — 2007
AAS, Accounting
Lonza February 2012 - Present
Arch Chemicals February 2012 - Present
HMX, LLC May 2010 - July 2011
Vuzix February 2010 - March 2010
RES Exhibit Services LLC October 2008 - February 2009
Birds Eye Foods October 2007 - October 2008
Frontier Communications March 2006 - August 2007
JPMorgan 2001 - 2005
JPMorgan 1994 - 1999
Skills
SAP R/3, Mas 90, Timberline, AS400, Peachtree, Quicken, Turbo Tax, Lotus Notes, Expense Management, Vendor Relations, Accounts Payable, Account Reconciliation, Journal Entries, Cash Receipts, Billing, Deposits, Invoice Processing, Intercompany, Accounts Receivable, Unclaimed Property, Job Costing, wire transfer, ACH, Technical Aptitude, Data Analysis, Excel, BPCS, Cash Management, Investment Banking, Private Banking, Deadline Driven, Problem Solving, Operational Due..., Pricing, Auditing, General Ledger, Computer Hardware, Business Intelligence, Record Keeping, 10 Key, Invoicing, Accounting, Word, Microsoft Word, IBM iSeries, Microsoft Excel, Finance, Outlook
Education
Monroe Community College 2005 — 2007
AAS, Accounting
Morgan Hervé-Mignucci, Ph.D., CFA Morgan Hervé-Mignucci, Ph.D., CFA's JPMorgan Experience January 2005 - July 2006
Job Energy Infrastructure Finance | Principal
Industry Capital Markets
Experience
Climate Policy Initiative April 2014 - Present
Climate Policy Initiative October 2010 - March 2014
CDC Climat October 2007 - September 2010
EDF October 2006 - April 2007
JPMorgan January 2005 - July 2006
Education
Université Paris Dauphine 2007 — 2010
PhD
Université Paris Dauphine 2006 — 2007
Master in Industrial and Energy Economics
Rouen Business School 2001 — 2005
Master of Science in Management "Grande Ecole"
Seoul National University 2004 — 2004
Exchange Program
Climate Policy Initiative April 2014 - Present
Climate Policy Initiative October 2010 - March 2014
CDC Climat October 2007 - September 2010
EDF October 2006 - April 2007
JPMorgan January 2005 - July 2006
Education
Université Paris Dauphine 2007 — 2010
PhD
Université Paris Dauphine 2006 — 2007
Master in Industrial and Energy Economics
Rouen Business School 2001 — 2005
Master of Science in Management "Grande Ecole"
Seoul National University 2004 — 2004
Exchange Program
Erika Taugher Erika Taugher's JPMorgan Experience March 2011 - June 2013
Job Vitol Group NG & Power Trading
Industry Investment Banking
Experience
Vitol Group February 2015 - Present
J.P. Morgan June 2013 - February 2014
JPMorgan March 2011 - June 2013
JP Morgan August 2009 - February 2011
JP Morgan January 2001 - July 2009
NJIT 2004 - 2009
JP Morgan January 2005 - August 2008
JP Morgan January 2005 - August 2007
NJIT December 2005 - May 2007
Panasonic January 2005 - September 2006
Skills
Trading, Prime Brokerage, Fixed Income, Financial Analysis, Valuation, Commodity, Bonds, Analysis, Equities, Hedge Funds, Risk Management, Business Analysis, Emerging Markets, Financial Modeling, Derivatives, Process Improvement, Trading Strategies, Bloomberg, Project Management, Microsoft Office, Data Analysis, Investment Banking, Business Networking, Options, Finance
Education
New Jersey Institute of Technology 2007 — 2009
MS, International Business
New Jersey Institute of Technology 2004 — 2008
BS, Mechanical Engineering
Vitol Group February 2015 - Present
J.P. Morgan June 2013 - February 2014
JPMorgan March 2011 - June 2013
JP Morgan August 2009 - February 2011
JP Morgan January 2001 - July 2009
NJIT 2004 - 2009
JP Morgan January 2005 - August 2008
JP Morgan January 2005 - August 2007
NJIT December 2005 - May 2007
Panasonic January 2005 - September 2006
Skills
Trading, Prime Brokerage, Fixed Income, Financial Analysis, Valuation, Commodity, Bonds, Analysis, Equities, Hedge Funds, Risk Management, Business Analysis, Emerging Markets, Financial Modeling, Derivatives, Process Improvement, Trading Strategies, Bloomberg, Project Management, Microsoft Office, Data Analysis, Investment Banking, Business Networking, Options, Finance
Education
New Jersey Institute of Technology 2007 — 2009
MS, International Business
New Jersey Institute of Technology 2004 — 2008
BS, Mechanical Engineering
Francesco Puntillo Francesco Puntillo's JPMorgan Experience July 1998 - November 2004
Job Director MetLife Investments Division Head of QA and SDLC
Industry Financial Services
Experience
Investments Group October 2012 - Present
Goldman Sachs July 2010 - August 2012
Bank of America March 2009 - July 2010
Tremont Capital Management February 2008 - January 2009
Seacastle Inc (Fortress Investment Group) May 2006 - March 2008
SAC Captial Advisors November 2004 - May 2006
JPMorgan July 1998 - November 2004
IBM July 1985 - July 1998
Skills
Business Process..., Asset Managment, Banking, Risk Management, Portfolio Management, Reference Data, Trading Systems, Prime Brokerage, Derivatives, Financial Risk, Investment Banking, Software Project..., Electronic Trading, Capital Markets, Market Data, Business Analysis, Financial Markets, Sybase, Trading, Securities, Asset Management, Financial Services
Education
Syracuse University 1989 — 1991
MS, Computer Science
New York University 1981 — 1985
B.A, Computer Science and Applied Mathematics
Investments Group October 2012 - Present
Goldman Sachs July 2010 - August 2012
Bank of America March 2009 - July 2010
Tremont Capital Management February 2008 - January 2009
Seacastle Inc (Fortress Investment Group) May 2006 - March 2008
SAC Captial Advisors November 2004 - May 2006
JPMorgan July 1998 - November 2004
IBM July 1985 - July 1998
Skills
Business Process..., Asset Managment, Banking, Risk Management, Portfolio Management, Reference Data, Trading Systems, Prime Brokerage, Derivatives, Financial Risk, Investment Banking, Software Project..., Electronic Trading, Capital Markets, Market Data, Business Analysis, Financial Markets, Sybase, Trading, Securities, Asset Management, Financial Services
Education
Syracuse University 1989 — 1991
MS, Computer Science
New York University 1981 — 1985
B.A, Computer Science and Applied Mathematics
Jay Kraynak Jay Kraynak's JPMorgan Experience 2000 - Present
Job Vice President at JPMorgan Chase
Industry Investment Management
Experience
JP Morgan Asset Management Vice PresidentJPMorgan ChaseFebruary 2000 - Present
JPMorgan 2000 - Present
JPMorgan Chase February 1995 - June 2000
Education
The Ohio State University 1990 — 1993
BSBA, Business
Miami University 1989 — 1990
Business
Worthington Christian 1986 — 1989
JP Morgan Asset Management Vice PresidentJPMorgan ChaseFebruary 2000 - Present
JPMorgan 2000 - Present
JPMorgan Chase February 1995 - June 2000
Education
The Ohio State University 1990 — 1993
BSBA, Business
Miami University 1989 — 1990
Business
Worthington Christian 1986 — 1989
Pamela Donar's JPMorgan Experience 2000 - Present
Job Vice President at JPMorgan Asset Management
Industry Investment Banking
Experience
JPMorgan Asset Management August 2000 - Present
JPMorgan 2000 - Present
Education
University of Hartford 1994 — 1995
MBA
Bethune Cookman 1992 — 1994
BS, Business Administration
Montclair State University 1987 — 1989
JPMorgan Asset Management August 2000 - Present
JPMorgan 2000 - Present
Education
University of Hartford 1994 — 1995
MBA
Bethune Cookman 1992 — 1994
BS, Business Administration
Montclair State University 1987 — 1989
Sam Gruer's JPMorgan Experience February 1994 - May 2006
Job Managing Director, Owner at Cityview Capital Solutions, LLC
Industry Financial Services
Experience
Cityview Capital Solutions, LLC October 2008 - Present
Deutsche Bank Securities June 2006 - August 2008
JPMorgan February 1994 - May 2006
Prudential Securities January 1992 - February 1994
Morgan Stanley February 1989 - January 1992
Goldman Sachs February 1986 - February 1989
Skills
Fixed Income, Options, Structured Products, Interest Rate Swaps, Derivatives, Bonds, Capital Markets, Municipal, Swaps, Interest Rate..., Forwards, Swaptions, Rates, Exotic Derivatives, Investment Banking, Structuring, Financial Structuring, Securities, Private Equity, Credit Derivatives, Risk Management, Financial Risk, Structured Finance, Equity Derivatives, Alternative Investments, Equities, Trading, Financial Markets, Banking, Hedge Funds, Hedging, Bloomberg, Emerging Markets, Securitization, Valuation, Market Risk, Prime Brokerage, FX Options, Asset Management, Credit, Portfolio Management, Trading Systems, Proprietary Trading, Quantitative Finance, Municipalities
Education
Massachusetts Institute of Technology 1982 — 1986
SB
Cityview Capital Solutions, LLC October 2008 - Present
Deutsche Bank Securities June 2006 - August 2008
JPMorgan February 1994 - May 2006
Prudential Securities January 1992 - February 1994
Morgan Stanley February 1989 - January 1992
Goldman Sachs February 1986 - February 1989
Skills
Fixed Income, Options, Structured Products, Interest Rate Swaps, Derivatives, Bonds, Capital Markets, Municipal, Swaps, Interest Rate..., Forwards, Swaptions, Rates, Exotic Derivatives, Investment Banking, Structuring, Financial Structuring, Securities, Private Equity, Credit Derivatives, Risk Management, Financial Risk, Structured Finance, Equity Derivatives, Alternative Investments, Equities, Trading, Financial Markets, Banking, Hedge Funds, Hedging, Bloomberg, Emerging Markets, Securitization, Valuation, Market Risk, Prime Brokerage, FX Options, Asset Management, Credit, Portfolio Management, Trading Systems, Proprietary Trading, Quantitative Finance, Municipalities
Education
Massachusetts Institute of Technology 1982 — 1986
SB
Daniel Levine, CFA Daniel Levine, CFA's JPMorgan Experience January 2008 - July 2010
Job VicePresident, Institutional Equity Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2010 - Present
JPMorgan January 2008 - July 2010
Desjardins August 2006 - December 2007
Skills
Bloomberg, Equities, Capital Markets
Education
McGill University 2003 — 2006
Bachelor of Commerce, Finance
BMO Capital Markets October 2010 - Present
JPMorgan January 2008 - July 2010
Desjardins August 2006 - December 2007
Skills
Bloomberg, Equities, Capital Markets
Education
McGill University 2003 — 2006
Bachelor of Commerce, Finance
Alan Leung Alan Leung's JPMorgan Experience 2001 - 2001
Job Product at Outpace Systems, Inc.
Industry Management Consulting
Experience
Outpace Systems, Inc. 2014 - Present
McKinsey & Company 2011 - 2014
Visa Inc. 2010 - 2011
Duff & Phelps, LLC 2007 - 2010
JPMorgan 2001 - 2001
Skills
Financial Modeling, Strategy, Management Consulting, Market Research, Business Strategy
Education
Massachusetts Institute of Technology
Ph.D., Mathematics
University of Cambridge
B.A., Engineering
Outpace Systems, Inc. 2014 - Present
McKinsey & Company 2011 - 2014
Visa Inc. 2010 - 2011
Duff & Phelps, LLC 2007 - 2010
JPMorgan 2001 - 2001
Skills
Financial Modeling, Strategy, Management Consulting, Market Research, Business Strategy
Education
Massachusetts Institute of Technology
Ph.D., Mathematics
University of Cambridge
B.A., Engineering
Nancy Harwood Nancy Harwood's JPMorgan Experience 1979 - 2000
Job Principal at The Boda Group, committed to making leaders and teams more effective
Industry Professional Training & Coaching
Experience
The Boda Group 2011 - Present
Newark Academy 1995 - Present
Princeton University- Business Today 2009 - Present
New Level Leadership 2008 - 2011
JPMorganChase 2000 - 2001
JPMorgan 1979 - 2000
Skills
Hogan Assessments, Executive Coaching, Leadership Circle..., Leadership Circle..., Team Diagnostic..., Myers Briggs Type..., Immunity to Change, Social and Emotional..., MBTI, 360 Feedback, Career Management, Emotional Intelligence, Executive Development, HR Consulting, Leadership, Career Development, Human Resources, Workshop Facilitation, Culture Change, Leadership Development, Organizational..., Personal Coaching, Coaching, Organizational..., Performance Management, Management Consulting, Talent Management, Organizational Design, Change Management, Career Counseling, Management Development, Personal Development, Organizational Learning, Succession Planning, Employee Training, Staff Development, Business Coaching
Education
Princeton University
BA with Honors, English
New York University
Diploma Program, Human Resources
Coaches Training Institute
Coaching Certification
The Boda Group 2011 - Present
Newark Academy 1995 - Present
Princeton University- Business Today 2009 - Present
New Level Leadership 2008 - 2011
JPMorganChase 2000 - 2001
JPMorgan 1979 - 2000
Skills
Hogan Assessments, Executive Coaching, Leadership Circle..., Leadership Circle..., Team Diagnostic..., Myers Briggs Type..., Immunity to Change, Social and Emotional..., MBTI, 360 Feedback, Career Management, Emotional Intelligence, Executive Development, HR Consulting, Leadership, Career Development, Human Resources, Workshop Facilitation, Culture Change, Leadership Development, Organizational..., Personal Coaching, Coaching, Organizational..., Performance Management, Management Consulting, Talent Management, Organizational Design, Change Management, Career Counseling, Management Development, Personal Development, Organizational Learning, Succession Planning, Employee Training, Staff Development, Business Coaching
Education
Princeton University
BA with Honors, English
New York University
Diploma Program, Human Resources
Coaches Training Institute
Coaching Certification
Ginean Jackson Ginean Jackson's JPMorgan Experience October 2002 - June 2006
Job Seeking Employment/Contract Work
Industry Information Technology and Services
Experience
GSCorp December 2006 - Present
G Shoppe 2005 - Present
G Shoppe January 2000 - Present
McDonald's July 2008 - January 2011
Décor Interior Design December 2003 - February 2007
JPMorgan October 2002 - June 2006
Bank One January 1999 - January 2002
Skills
Customer Service, Sales, Management, Database Administration, Help Desk Support, Technical Support, Retail, Network Administration, Coaching, Marketing, Computer Hardware, Project Management, Consulting, Purchasing, Programming
Education
Moraine Valley Community College 2012 — 2012
Certificate, Health Care Information Technology
University of Phoenix 2002 — 2009
BS, Business/E-Business/Information Systems
Lane Tech
GSCorp December 2006 - Present
G Shoppe 2005 - Present
G Shoppe January 2000 - Present
McDonald's July 2008 - January 2011
Décor Interior Design December 2003 - February 2007
JPMorgan October 2002 - June 2006
Bank One January 1999 - January 2002
Skills
Customer Service, Sales, Management, Database Administration, Help Desk Support, Technical Support, Retail, Network Administration, Coaching, Marketing, Computer Hardware, Project Management, Consulting, Purchasing, Programming
Education
Moraine Valley Community College 2012 — 2012
Certificate, Health Care Information Technology
University of Phoenix 2002 — 2009
BS, Business/E-Business/Information Systems
Lane Tech
Anand Rengarajan Anand Rengarajan's JPMorgan Experience March 2005 - June 2006
Job Vice President at Citigroup
Industry Computer Software
Experience
Citigroup May 2010 - October 2013
Barclays Capital April 2009 - April 2010
Barclays Capital June 2006 - June 2008
JPMorgan March 2005 - June 2006
Diaspark Inc July 2000 - June 2006
Countrywide Securities Corporation July 2003 - December 2004
Vertical Alliance January 2003 - July 2003
Uconn Foundation Inc July 2001 - October 2002
CommerceOne July 2000 - May 2001
Education
National Institute of Technology Tiruchirappalli 1989 — 1994
B.Arch, Architecture
St Johns Vestry Higher Secondary School, Trichy 1978 — 1989
Citigroup May 2010 - October 2013
Barclays Capital April 2009 - April 2010
Barclays Capital June 2006 - June 2008
JPMorgan March 2005 - June 2006
Diaspark Inc July 2000 - June 2006
Countrywide Securities Corporation July 2003 - December 2004
Vertical Alliance January 2003 - July 2003
Uconn Foundation Inc July 2001 - October 2002
CommerceOne July 2000 - May 2001
Education
National Institute of Technology Tiruchirappalli 1989 — 1994
B.Arch, Architecture
St Johns Vestry Higher Secondary School, Trichy 1978 — 1989
Dawud Crooms Dawud Crooms's JPMorgan Experience 2004 - 2007
Job Sr. Counsel at 7Eleven, Inc.
Industry Law Practice
Experience
7-Eleven June 2015 - Present
Haynes and Boone, LLP April 2010 - June 2015
Community Development Commission, City of Dallas February 2013 - 2014
Lone Star Scholars Foundation September 2011 - 2013
US Securities and Exchange Commission September 2009 - December 2009
JPMorgan Chase 2004 - 2007
JPMorgan 2004 - 2007
Skills
Securities, Derivatives, Mergers, Private Equity, Securities Regulation, Private Placements
Education
University of Michigan Law School 2007 — 2009
JD
Morehouse College 2000 — 2004
B.S., Computer Science
7-Eleven June 2015 - Present
Haynes and Boone, LLP April 2010 - June 2015
Community Development Commission, City of Dallas February 2013 - 2014
Lone Star Scholars Foundation September 2011 - 2013
US Securities and Exchange Commission September 2009 - December 2009
JPMorgan Chase 2004 - 2007
JPMorgan 2004 - 2007
Skills
Securities, Derivatives, Mergers, Private Equity, Securities Regulation, Private Placements
Education
University of Michigan Law School 2007 — 2009
JD
Morehouse College 2000 — 2004
B.S., Computer Science
Matthew Damiano Matthew Damiano's JPMorgan Experience June 2005 - May 2008
Job Quantitative Trader
Industry Financial Services
Experience
KCG 2009 - Present
JPMorgan June 2005 - May 2008
DKR Capital November 2002 - May 2005
TMCC Funds November 2001 - October 2002
Skills
Derivatives, Volatility, Trading, Portfolio Management, Risk Management, Electronic Trading, Equity Derivatives, Option Valuation, Option Pricing Models, SQL, Perl, Java, Equity Trading, Software Engineering, MySQL, VBA, Linux, Options Strategies, Derivatives Trading, Exchange Traded..., Volatility Arbitrage, Finance, Financial Analysis, Matlab, Python, C++
Education
Massachusetts Institute of Technology 1996 — 2001
SB, Electrical Engineering & Computer Science
KCG 2009 - Present
JPMorgan June 2005 - May 2008
DKR Capital November 2002 - May 2005
TMCC Funds November 2001 - October 2002
Skills
Derivatives, Volatility, Trading, Portfolio Management, Risk Management, Electronic Trading, Equity Derivatives, Option Valuation, Option Pricing Models, SQL, Perl, Java, Equity Trading, Software Engineering, MySQL, VBA, Linux, Options Strategies, Derivatives Trading, Exchange Traded..., Volatility Arbitrage, Finance, Financial Analysis, Matlab, Python, C++
Education
Massachusetts Institute of Technology 1996 — 2001
SB, Electrical Engineering & Computer Science
Sara Sprung Sara Sprung's JPMorgan Experience 1999 - 2005
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
John Lohre John Lohre's JPMorgan Experience 1974 - 1994
Job Securant Bank & Trust
Industry Banking
Experience
JWLohre LLC May 2010 - Present
Marquette University August 1975 - Present
Rotary 2009 - 2010
Securant Bank & Trust 2009 - 2010
Milw Estate Planners Forum 1974 - 2010
Mid Wisconsin Wealth Management February 2007 - February 2009
PORT WASHINGTON STATE BANK 2001 - 2007
JPMorgan 1974 - 1994
Bank One 1974 - 1994
St. Michael's Hospital 1980 - 1990
Skills
Asset Managment, Private Banking
Education
Marquette University 1965 — 1974
BSCE, MBA, JD, Civil Engineering, business, law
JWLohre LLC May 2010 - Present
Marquette University August 1975 - Present
Rotary 2009 - 2010
Securant Bank & Trust 2009 - 2010
Milw Estate Planners Forum 1974 - 2010
Mid Wisconsin Wealth Management February 2007 - February 2009
PORT WASHINGTON STATE BANK 2001 - 2007
JPMorgan 1974 - 1994
Bank One 1974 - 1994
St. Michael's Hospital 1980 - 1990
Skills
Asset Managment, Private Banking
Education
Marquette University 1965 — 1974
BSCE, MBA, JD, Civil Engineering, business, law
Naeem Khalid Naeem Khalid's JPMorgan Experience 1994 - 1996
Job Global Head of Platform Servcies Pvt Bank at Standard Charterd Bank
Industry Investment Management
Experience
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Anna Aronov-Tolmach's JPMorgan Experience November 1998 - September 2001
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
Citigroup September 2007 - November 2010
U.S. Trust Company January 2005 - September 2007
Bessemer Trust September 2001 - January 2005
JPMorgan November 1998 - September 2001
ZYGA Corporation November 1996 - November 1998
Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...
Education
Montclair State University 1995 — 1998
Bachelor of Science, Computer Science
UBS Wealth Management May 2011 - Present
Citigroup September 2007 - November 2010
U.S. Trust Company January 2005 - September 2007
Bessemer Trust September 2001 - January 2005
JPMorgan November 1998 - September 2001
ZYGA Corporation November 1996 - November 1998
Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...
Education
Montclair State University 1995 — 1998
Bachelor of Science, Computer Science
Bob Gaviglio Bob Gaviglio's JPMorgan Experience July 2000 - June 2002
Job Intermarket Corp
Industry Investment Management
Experience
Intermarket Corp July 2002 - Present
JPMorgan July 2000 - June 2002
Scotia Capital 1986 - 2000
Michigan National Bank 1984 - 1986
Skills
Hedge Funds, Banking, Leveraged Finance, Credit Analysis, Valuation, Securities, Private Equity, Investments
Education
Northwestern University - Kellogg School of Management 1988 — 1992
MM, Finance, International Business
Michigan State University 1980 — 1984
BA, Finance
Adrian High School 1976 — 1980
Intermarket Corp July 2002 - Present
JPMorgan July 2000 - June 2002
Scotia Capital 1986 - 2000
Michigan National Bank 1984 - 1986
Skills
Hedge Funds, Banking, Leveraged Finance, Credit Analysis, Valuation, Securities, Private Equity, Investments
Education
Northwestern University - Kellogg School of Management 1988 — 1992
MM, Finance, International Business
Michigan State University 1980 — 1984
BA, Finance
Adrian High School 1976 — 1980
Andrew McCarthy's JPMorgan Experience 2005 - 2007
Job Investor
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2015 - Present
Bain Capital September 2011 - June 2015
Ocean Spray Cranberries June 2010 - August 2010
MidOcean Partners July 2007 - July 2009
JPMorgan 2005 - 2007
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, LBO, Private Equity, Business Strategy, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Portfolio Management, Investments, Hedge Funds, Finance, Structured Finance, Leveraged Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Management
Trinity College-Hartford 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Finance
Belmont Hill School 1995 — 2001
High School
Summit Partners July 2015 - Present
Bain Capital September 2011 - June 2015
Ocean Spray Cranberries June 2010 - August 2010
MidOcean Partners July 2007 - July 2009
JPMorgan 2005 - 2007
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, LBO, Private Equity, Business Strategy, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Portfolio Management, Investments, Hedge Funds, Finance, Structured Finance, Leveraged Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Management
Trinity College-Hartford 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Finance
Belmont Hill School 1995 — 2001
High School
Anna Michaelson Anna Michaelson's JPMorgan Experience August 2010 - September 2012
Job Regional Marketing Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
JPMorgan August 2010 - September 2012
Huntington Investment Company April 2006 - August 2010
Citizens Bank August 2004 - April 2006
Banc One Insurance 2004 - 2004
One Group 1999 - 2003
Skills
Series 7, Series 63, Mutual Funds, Banking, Series 24, Wealth Management, Series 6, Portfolio Management, Loans, Uniform Combined State..., Investments, Insurance, Relationship Management, Sales Management, Financial Advisory, 401k, FINRA, Risk Management, Securities, Sales
Education
Marshall University 1992 — 1995
Banking and Finance
Otterbein University
Organizational Communication
Lincoln Financial Group September 2012 - Present
JPMorgan August 2010 - September 2012
Huntington Investment Company April 2006 - August 2010
Citizens Bank August 2004 - April 2006
Banc One Insurance 2004 - 2004
One Group 1999 - 2003
Skills
Series 7, Series 63, Mutual Funds, Banking, Series 24, Wealth Management, Series 6, Portfolio Management, Loans, Uniform Combined State..., Investments, Insurance, Relationship Management, Sales Management, Financial Advisory, 401k, FINRA, Risk Management, Securities, Sales
Education
Marshall University 1992 — 1995
Banking and Finance
Otterbein University
Organizational Communication
Karen Bell Karen Bell's JPMorgan Experience 1987 - 1996
Job Director, Human Resources Cognizant Technology Solutions, Canada
Industry Human Resources
Experience
Consulting Assignments October 2010 - Present
Pitney Bowes Canada March 1999 - September 2010
J.PMorgan 1987 - 1996
Monsanto Company 1980 - 1987
Skills
Employee Engagement, Diversity & Inclusion, Leadership, Performance Management, Talent Management, Organizational..., Talent Acquisition, Employee Relations, Human Resources, Leadership Development, Deferred Compensation, HRIS, Coaching, Onboarding, Job Evaluation, Succession Planning, Conflict Resolution, Change Management, Personnel Management, Recruiting, Strategic Planning, Organizational..., Team Building, Workforce Planning, Staff Development
Education
Michigan State University
Master's, Labour and Industrial Relations
Wellesley College
BA,, Industrial Psychology
Consulting Assignments October 2010 - Present
Pitney Bowes Canada March 1999 - September 2010
J.PMorgan 1987 - 1996
Monsanto Company 1980 - 1987
Skills
Employee Engagement, Diversity & Inclusion, Leadership, Performance Management, Talent Management, Organizational..., Talent Acquisition, Employee Relations, Human Resources, Leadership Development, Deferred Compensation, HRIS, Coaching, Onboarding, Job Evaluation, Succession Planning, Conflict Resolution, Change Management, Personnel Management, Recruiting, Strategic Planning, Organizational..., Team Building, Workforce Planning, Staff Development
Education
Michigan State University
Master's, Labour and Industrial Relations
Wellesley College
BA,, Industrial Psychology
Gigi Hommel Gigi Hommel's JPMorgan Experience August 2008 - November 2011
Job
Industry Financial Services
Experience
Comerica Securities LLC December 2011 - Present
JPMorgan August 2008 - November 2011
Merrill Lynch November 2006 - August 2008
Ford Motor Company March 1992 - November 2003
Ross Roy 1987 - 1988
Education
Michigan State University 1982 — 1986
BA, Communications
Comerica Securities LLC December 2011 - Present
JPMorgan August 2008 - November 2011
Merrill Lynch November 2006 - August 2008
Ford Motor Company March 1992 - November 2003
Ross Roy 1987 - 1988
Education
Michigan State University 1982 — 1986
BA, Communications
AMY HESSENAUER AMY HESSENAUER's JPMorgan Experience December 1993 - December 2009
Job Financial Advisor | Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Donna Ciccimarro Melega Donna Ciccimarro Melega's JPMorgan Experience 1999 - 2008
Job Municipal Sales/Trading/Public Finance
Industry Capital Markets
Experience
JPMorgan 1999 - 2008
J.P. Morgan Securities Inc. 1999 - 2008
Merrill Lynch 1984 - 1998
Skills
Bonds, Portfolio Management, Banking, Bloomberg, Capital Markets, Fixed Income, Trading
Education
Monmouth University
Bachelor of Arts, Cum Laude, English Education with minor in Business Administration
JPMorgan 1999 - 2008
J.P. Morgan Securities Inc. 1999 - 2008
Merrill Lynch 1984 - 1998
Skills
Bonds, Portfolio Management, Banking, Bloomberg, Capital Markets, Fixed Income, Trading
Education
Monmouth University
Bachelor of Arts, Cum Laude, English Education with minor in Business Administration
LeeShakie Smith LeeShakie Smith's JPMorgan Experience August 2010 - Present
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan August 2010 - Present
Education
Mississippi State University 1994 — 1999
Bachelor of Arts (B.A.), History
JPMorgan August 2010 - Present
Education
Mississippi State University 1994 — 1999
Bachelor of Arts (B.A.), History
Nathan Condon Nathan Condon's JPMorgan Experience November 2008 - December 2011
Job Trading Analyst at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2013 - Present
Robert Half International May 2012 - January 2013
Medical Diagnostic Laboratory, Inc. 2012 - 2012
JPMorgan November 2008 - December 2011
Citi November 2007 - November 2008
Skills
Recruiting, Financial Reporting, Transaction Processing, Direct Marketing, Collections, Data Entry, Financial Analysis, Sales, Project Coordination, Investment Advisory..., Management
Education
College of Mount St. Joseph 2003 — 2007
Business Administration, Marketing & Management
Archbishop McNicholas High School 2000 — 2003
High School Diploma, General Studies
FTJ FundChoice January 2013 - Present
Robert Half International May 2012 - January 2013
Medical Diagnostic Laboratory, Inc. 2012 - 2012
JPMorgan November 2008 - December 2011
Citi November 2007 - November 2008
Skills
Recruiting, Financial Reporting, Transaction Processing, Direct Marketing, Collections, Data Entry, Financial Analysis, Sales, Project Coordination, Investment Advisory..., Management
Education
College of Mount St. Joseph 2003 — 2007
Business Administration, Marketing & Management
Archbishop McNicholas High School 2000 — 2003
High School Diploma, General Studies
Ramona (Ramirez) Bettencourt, MBA & MA, HR Ramona (Ramirez) Bettencourt, MBA & MA, HR's JPMorgan Experience March 2006 - June 2008
Job Senior Talent Acquisition Consultant at Waddell & Reed
Industry Human Resources
Experience
Waddell & Reed February 2010 - Present
American College of Technology January 2010 - March 2010
State Street June 2008 - November 2008
JPMorgan March 2006 - June 2008
Asurion August 2004 - March 2006
MGJordan/AccountData February 2002 - August 2004
Todays Staffing 2000 - 2001
Skills
Talent Acquisition, Human Resources, Strategic Sourcing, Strategic Consulting, Relationship Management, Executive Placements, Strategic Communications, Corporate Communications, Succession Planning, Leadership Development, Building Business..., Communication, Non-profit Volunteer, Non-profit Boards, Team Mentoring, Employee Relations, Employee Training, Onboarding, IT Recruitment, Technical Recruiting, Financial Recruiting, Corporate Recruiting, Diversity & Inclusion, Applicant Tracking..., Leadership, Management, Training, Hiring, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Workforce Planning, Sourcing, Executive Search, Team Building, Employee Benefits, Resume Writing, New Hire Orientations, Employee Engagement, Screening Resumes, HRIS
Education
Webster University 2002 — 2006
MBA & MA, HR Management
Missouri Western State University 1994 — 1999
BA, English Literature
Marshall HS
Waddell & Reed February 2010 - Present
American College of Technology January 2010 - March 2010
State Street June 2008 - November 2008
JPMorgan March 2006 - June 2008
Asurion August 2004 - March 2006
MGJordan/AccountData February 2002 - August 2004
Todays Staffing 2000 - 2001
Skills
Talent Acquisition, Human Resources, Strategic Sourcing, Strategic Consulting, Relationship Management, Executive Placements, Strategic Communications, Corporate Communications, Succession Planning, Leadership Development, Building Business..., Communication, Non-profit Volunteer, Non-profit Boards, Team Mentoring, Employee Relations, Employee Training, Onboarding, IT Recruitment, Technical Recruiting, Financial Recruiting, Corporate Recruiting, Diversity & Inclusion, Applicant Tracking..., Leadership, Management, Training, Hiring, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Workforce Planning, Sourcing, Executive Search, Team Building, Employee Benefits, Resume Writing, New Hire Orientations, Employee Engagement, Screening Resumes, HRIS
Education
Webster University 2002 — 2006
MBA & MA, HR Management
Missouri Western State University 1994 — 1999
BA, English Literature
Marshall HS
Heidi Nielsen Heidi Nielsen's JPMorgan Experience February 2007 - June 2008
Job N.A. Cash Equity Mid Office Manager Associate CIB at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan January 2011 - April 2013
J.P. Morgan June 2008 - December 2010
JPMorgan February 2007 - June 2008
Pfizer July 2006 - February 2007
Skills
Management, Microsoft Office, Equities, Customer Service
Education
Mount Saint Mary's College 2002 — 2006
BS, International Business
J.P. Morgan May 2013 - Present
J.P. Morgan January 2011 - April 2013
J.P. Morgan June 2008 - December 2010
JPMorgan February 2007 - June 2008
Pfizer July 2006 - February 2007
Skills
Management, Microsoft Office, Equities, Customer Service
Education
Mount Saint Mary's College 2002 — 2006
BS, International Business
Steve Whelan Steve Whelan's JPMorgan Experience 1978 - 1996
Job Owner/Operator, SAIL.DIVE.LIVE, LLC
Industry Recreational Facilities and Services
Experience
SAIL.DIVE.LIVE, LLC 2010 - Present
Manhattan Sailing School June 2011 - October 2012
JP Morgan Chase July 2004 - January 2010
CSC 1996 - 2001
JPMorgan 1978 - 1996
US Navy, Commander Retired 1972 - 1978
Skills
Sailing Instructor, Boat Delivery, Charter Captain, Commander, USNR Retired, USCG Master 100-Ton, Safety Officer, Marine Engineering, Inland Marine, Offshore, Underwater, Blue Ocean Strategy, Scuba Diving, GIS applications, Data Management, Yachting, Marinas, Boat, Offshore Drilling, GIS, Governance, Outsourcing, Start-ups, Navigation, IT Strategy, Risk Management, Strategy, Business Development, Networking, Sailing, Executive Management, Infrastructure, Project Portfolio..., Program Management, Vendor Management, IT Management
Education
University of Maryland Baltimore County 2014 — 2016
Master of Science (MS), Geographic Information Science and Cartography
University of Maryland University College 2013 — 2014
Political Economy
New York University - Leonard N. Stern School of Business 1980 — 1983
Certificate, International Finance
Villanova University 1976 — 1978
MS, Computer Science
Marquette University 1968 — 1972
BA, History/Economics
SAIL.DIVE.LIVE, LLC 2010 - Present
Manhattan Sailing School June 2011 - October 2012
JP Morgan Chase July 2004 - January 2010
CSC 1996 - 2001
JPMorgan 1978 - 1996
US Navy, Commander Retired 1972 - 1978
Skills
Sailing Instructor, Boat Delivery, Charter Captain, Commander, USNR Retired, USCG Master 100-Ton, Safety Officer, Marine Engineering, Inland Marine, Offshore, Underwater, Blue Ocean Strategy, Scuba Diving, GIS applications, Data Management, Yachting, Marinas, Boat, Offshore Drilling, GIS, Governance, Outsourcing, Start-ups, Navigation, IT Strategy, Risk Management, Strategy, Business Development, Networking, Sailing, Executive Management, Infrastructure, Project Portfolio..., Program Management, Vendor Management, IT Management
Education
University of Maryland Baltimore County 2014 — 2016
Master of Science (MS), Geographic Information Science and Cartography
University of Maryland University College 2013 — 2014
Political Economy
New York University - Leonard N. Stern School of Business 1980 — 1983
Certificate, International Finance
Villanova University 1976 — 1978
MS, Computer Science
Marquette University 1968 — 1972
BA, History/Economics
Ian Barr Ian Barr's JPMorgan Experience March 2009 - May 2011
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2013 - Present
Associated Bank May 2011 - March 2013
JPMorgan March 2009 - May 2011
JPMorgan April 2004 - April 2007
JPMorgan June 2003 - April 2004
JPMorgan August 1999 - May 2003
Fidelity Investments October 1998 - August 1999
Education
The University of Chicago - Booth School of Business
Master of Business Administration, Finance, Entrepreneurship, Strategic Management
Miami University
Bachelors, Finance
JPMorgan Chase Bank, N.A. March 2013 - Present
Associated Bank May 2011 - March 2013
JPMorgan March 2009 - May 2011
JPMorgan April 2004 - April 2007
JPMorgan June 2003 - April 2004
JPMorgan August 1999 - May 2003
Fidelity Investments October 1998 - August 1999
Education
The University of Chicago - Booth School of Business
Master of Business Administration, Finance, Entrepreneurship, Strategic Management
Miami University
Bachelors, Finance
Tom DiLeo Tom DiLeo's JPMorgan Experience September 2009 - July 2012
Job Client Service Manager at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - July 2012
Charles Schwab 2008 - 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 1997 - 2008
Merrill Lynch 1995 - 1997
Skills
Management, CRM, Project Management, Strategic Planning, Business Process..., Business Planning, Customer Satisfaction, Strategy, New Business Development, Vendor Management, Performance Management, 401k, Recruiting, Leadership, Account Management, Customer Service, Call Centers, Human Resources, Mutual Funds, Customer Retention, Series 7, Relationship Management, Retirement
Education
Metropolitan State University of Denver 1977 — 1981
BS Education, Industrial Design
JPMorgan September 2009 - July 2012
Charles Schwab 2008 - 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 1997 - 2008
Merrill Lynch 1995 - 1997
Skills
Management, CRM, Project Management, Strategic Planning, Business Process..., Business Planning, Customer Satisfaction, Strategy, New Business Development, Vendor Management, Performance Management, 401k, Recruiting, Leadership, Account Management, Customer Service, Call Centers, Human Resources, Mutual Funds, Customer Retention, Series 7, Relationship Management, Retirement
Education
Metropolitan State University of Denver 1977 — 1981
BS Education, Industrial Design
Trent Carlson Trent Carlson's JPMorgan Experience January 2011 - October 2014
Job Vice President at GridLiance
Industry Utilities
Experience
GridLiance, a Blackstone Company October 2014 - Present
JPMorgan January 2011 - October 2014
Reliant Energy, Inc. (RRI) March 2001 - December 2010
California ISO 1997 - 2001
RMI (later re-named Navigant) 1987 - 1997
Sunflower Electric Power Corporation 1982 - 1987
Skills
Energy, Energy Markets, Commodity Markets, Renewable Energy, Power Generation, NERC, Energy Efficiency, Electricity, Smart Grid, Energy Management, Energy Policy, Management, Sustainable Energy, Electric Power, Natural Gas, Transmission, Engineering, Power Systems, Electricity Markets, Program Management, Analysis, Project Planning, Solar Energy, Alternative Energy, Wind, Power Plants, Energy Industry, Hedging, Cleantech, Project Finance, Demand Response, Power Distribution, Power Trading, Commodity, Mergers & Acquisitions, Trading, Gas
Education
New Mexico State University 1977 — 1982
Master of Science, Electrical Engineering
GridLiance, a Blackstone Company October 2014 - Present
JPMorgan January 2011 - October 2014
Reliant Energy, Inc. (RRI) March 2001 - December 2010
California ISO 1997 - 2001
RMI (later re-named Navigant) 1987 - 1997
Sunflower Electric Power Corporation 1982 - 1987
Skills
Energy, Energy Markets, Commodity Markets, Renewable Energy, Power Generation, NERC, Energy Efficiency, Electricity, Smart Grid, Energy Management, Energy Policy, Management, Sustainable Energy, Electric Power, Natural Gas, Transmission, Engineering, Power Systems, Electricity Markets, Program Management, Analysis, Project Planning, Solar Energy, Alternative Energy, Wind, Power Plants, Energy Industry, Hedging, Cleantech, Project Finance, Demand Response, Power Distribution, Power Trading, Commodity, Mergers & Acquisitions, Trading, Gas
Education
New Mexico State University 1977 — 1982
Master of Science, Electrical Engineering
John Perkins John Perkins's JPMorgan Experience February 1995 - October 2007
Job CoHead, U.S. Real Estate Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2011 - Present
CBRE Capital Advisors, Inc. October 2009 - July 2011
Centerboard Group April 2009 - October 2009
Banc of America Securities November 2007 - April 2009
JPMorgan February 1995 - October 2007
Skills
Capital Markets, Asset Management, Valuation, Investment Properties, Private Equity, Venture Capital, Real Estate Economics, Real Estate Development, Financial Modeling, Management, Due Diligence, Portfolio Management, Financial Analysis, Investment Banking
Education
Massachusetts Institute of Technology 1993 — 1994
M.S. Real Estate Finance, Real Estate Finance
Yale University 1981 — 1984
M ARCH, Architecture
Penn State University 1977 — 1981
B.S. in Architecture, Architecture
RBC Capital Markets July 2011 - Present
CBRE Capital Advisors, Inc. October 2009 - July 2011
Centerboard Group April 2009 - October 2009
Banc of America Securities November 2007 - April 2009
JPMorgan February 1995 - October 2007
Skills
Capital Markets, Asset Management, Valuation, Investment Properties, Private Equity, Venture Capital, Real Estate Economics, Real Estate Development, Financial Modeling, Management, Due Diligence, Portfolio Management, Financial Analysis, Investment Banking
Education
Massachusetts Institute of Technology 1993 — 1994
M.S. Real Estate Finance, Real Estate Finance
Yale University 1981 — 1984
M ARCH, Architecture
Penn State University 1977 — 1981
B.S. in Architecture, Architecture
Joel Leege's JPMorgan Experience 1996 - 1997
Job President, Sales & Recruiting at Prosum
Industry Information Technology and Services
Experience
Prosum December 2014 - Present
Fahrenheit IT October 2013 - September 2014
Kforce Inc May 2003 - October 2013
The Aviant Group March 2002 - April 2003
CDI Corporation September 1997 - February 2002
JPMorgan 1996 - 1997
Skills
Leadership, Leadership Development, Team Leadership, Sales Management, Business Development, Talent Acquisition, Technical Recruiting, Strategic Partnerships, Recruiting, Management Consulting, Management, Staffing Services, Employee Relations, Strategic Planning, Sales, Applicant Tracking..., Human Resources, Healthcare, Organizational..., Coaching, Mentoring, Employee Training, SDLC, Sales Motivation, Lync, Microsoft SQL Server, SharePoint, Microsoft Technologies, SAP HANA, SAP ERP, SCCM, Cloud Computing, SQA Team Test
Education
Michigan State University 1994 — 1996
Master’s Degree, Labor Relations & Human Resources (Labor & Industrial Relations)
University of Iowa 1990 — 1994
Bachelor’s Degree, Communications Studies
Prosum December 2014 - Present
Fahrenheit IT October 2013 - September 2014
Kforce Inc May 2003 - October 2013
The Aviant Group March 2002 - April 2003
CDI Corporation September 1997 - February 2002
JPMorgan 1996 - 1997
Skills
Leadership, Leadership Development, Team Leadership, Sales Management, Business Development, Talent Acquisition, Technical Recruiting, Strategic Partnerships, Recruiting, Management Consulting, Management, Staffing Services, Employee Relations, Strategic Planning, Sales, Applicant Tracking..., Human Resources, Healthcare, Organizational..., Coaching, Mentoring, Employee Training, SDLC, Sales Motivation, Lync, Microsoft SQL Server, SharePoint, Microsoft Technologies, SAP HANA, SAP ERP, SCCM, Cloud Computing, SQA Team Test
Education
Michigan State University 1994 — 1996
Master’s Degree, Labor Relations & Human Resources (Labor & Industrial Relations)
University of Iowa 1990 — 1994
Bachelor’s Degree, Communications Studies
Jeanie Sousa Jeanie Sousa's JPMorgan Experience September 2010 - April 2015
Job Executive Assistant
Industry
Experience
Wilbur-Ellis Company September 2015 - Present
JPMorgan September 2010 - April 2015
ERNST & YOUNG LLP January 1997 - May 2010
Education
Heald Business School
Associate’s Degree, Business Administration
Modesto Junior College
Business Administration
Wilbur-Ellis Company September 2015 - Present
JPMorgan September 2010 - April 2015
ERNST & YOUNG LLP January 1997 - May 2010
Education
Heald Business School
Associate’s Degree, Business Administration
Modesto Junior College
Business Administration
Raymond Chandonnet's JPMorgan Experience May 2005 - April 2007
Job Principal/Founder: Second Act Capital Partners
Industry Banking
Experience
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Peter Krey's JPMorgan Experience July 2008 - April 2009
Job Ripple Labs
Industry Financial Services
Experience
KCxD December 2014 - March 2015
Killian Trading Partners LLC August 2009 - July 2014
JPMorgan July 2008 - April 2009
Skills
Trading, Proprietary Trading, Fixed Income
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor's Degree, Physics
KCxD December 2014 - March 2015
Killian Trading Partners LLC August 2009 - July 2014
JPMorgan July 2008 - April 2009
Skills
Trading, Proprietary Trading, Fixed Income
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor's Degree, Physics
Laurie McLachlan Laurie McLachlan's JPMorgan Experience September 2001 - July 2004
Job VP, Marketing at Bottomline Technologies
Industry Marketing and Advertising
Experience
Bottomline Technologies April 2014 - Present
Andera Inc January 2011 - April 2014
PerkStreet Financial September 2008 - August 2010
Wunderman Team Detroit March 2008 - September 2008
First Marblehead January 2005 - February 2008
Eisner Communications (advertising agency) July 2004 - December 2004
JPMorgan September 2001 - July 2004
The Boston Group November 1999 - September 2001
Arnold Worldwide January 1996 - November 1999
Hill Holliday (advertising agency) July 1994 - January 1996
Skills
SEM, SEO, Brand Development, Direct Mail, Digital Marketing, Integrated Marketing, Direct Marketing, Marketing Strategy, Analytics, Marketing, Salesforce.com, Social Media, Email Marketing, Start-ups, Strategy, Account Management
Education
Michigan State University
BA, Advertising
Bottomline Technologies April 2014 - Present
Andera Inc January 2011 - April 2014
PerkStreet Financial September 2008 - August 2010
Wunderman Team Detroit March 2008 - September 2008
First Marblehead January 2005 - February 2008
Eisner Communications (advertising agency) July 2004 - December 2004
JPMorgan September 2001 - July 2004
The Boston Group November 1999 - September 2001
Arnold Worldwide January 1996 - November 1999
Hill Holliday (advertising agency) July 1994 - January 1996
Skills
SEM, SEO, Brand Development, Direct Mail, Digital Marketing, Integrated Marketing, Direct Marketing, Marketing Strategy, Analytics, Marketing, Salesforce.com, Social Media, Email Marketing, Start-ups, Strategy, Account Management
Education
Michigan State University
BA, Advertising
Aditya Krishnan Aditya Krishnan's JPMorgan Experience July 2004 - Present
Job VicePresident at JPMorgan
Industry Investment Banking
Experience
JPMorgan July 2004 - Present
Education
Nanyang Technological University 2000 — 2004
P.S.B.B
JPMorgan July 2004 - Present
Education
Nanyang Technological University 2000 — 2004
P.S.B.B
Lyoubomira Petrova Lyoubomira Petrova's JPMorgan Experience 2007 - January 2015
Job Vice President at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan 2007 - January 2015
J.P. Morgan September 2007 - September 2008
Commerzbank AG May 2005 - August 2005
Education
Mount Holyoke College 2003 — 2007
BA, Econ/Stats, Magna Cum Laude
JPMorgan Chase & Co. February 2015 - Present
JPMorgan 2007 - January 2015
J.P. Morgan September 2007 - September 2008
Commerzbank AG May 2005 - August 2005
Education
Mount Holyoke College 2003 — 2007
BA, Econ/Stats, Magna Cum Laude
Timothy Anderson, CFA Timothy Anderson, CFA's JPMorgan Experience June 2009 - February 2011
Job Senior Portfolio Manager at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank March 2013 - Present
Legacy Trust February 2011 - March 2013
JPMorgan June 2009 - February 2011
Northern Trust 2005 - 2009
Northern Trust Bank December 1998 - December 2004
Northern Trust Bank July 1996 - December 1998
NBD Bank March 1989 - July 1996
First of Michigan Corporation November 1983 - March 1989
Skills
Portfolio Management, Talent Management, Team Building, Investment Strategies, Investment Management, Family Office, Investment Consulting, Investment Advisory..., Investments, Securities, Financial Advisory, Asset Management, Due Diligence, Equities, Fixed Income, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Relationship Management, Wealth Management, Alternative Investments
Education
Michigan State University 1981 — 1983
BA, Economics
Grand Rapids Catholic Central High School 1973 — 1977
Fifth Third Bank March 2013 - Present
Legacy Trust February 2011 - March 2013
JPMorgan June 2009 - February 2011
Northern Trust 2005 - 2009
Northern Trust Bank December 1998 - December 2004
Northern Trust Bank July 1996 - December 1998
NBD Bank March 1989 - July 1996
First of Michigan Corporation November 1983 - March 1989
Skills
Portfolio Management, Talent Management, Team Building, Investment Strategies, Investment Management, Family Office, Investment Consulting, Investment Advisory..., Investments, Securities, Financial Advisory, Asset Management, Due Diligence, Equities, Fixed Income, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Relationship Management, Wealth Management, Alternative Investments
Education
Michigan State University 1981 — 1983
BA, Economics
Grand Rapids Catholic Central High School 1973 — 1977
marcus watkins marcus watkins's JPMorgan Experience May 2008 - April 2014
Job Videographer and Editor/AV Tech
Industry Broadcast Media
Experience
jpmorgan May 2008 - April 2014
Education
Morgan State University 1994 — 1999
Bachelor of Arts (BA), Telecommunications/ Television Production
jpmorgan May 2008 - April 2014
Education
Morgan State University 1994 — 1999
Bachelor of Arts (BA), Telecommunications/ Television Production
Anne Schulze Anne Schulze's JPMorgan Experience March 1977 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan March 1977 - Present
Education
Mott Community College
Associates Degree, Business Management
University of Michigan-Flint
JPMorgan March 1977 - Present
Education
Mott Community College
Associates Degree, Business Management
University of Michigan-Flint
Ellis Kim's JPMorgan Experience June 2008 - August 2008
Job Analyst M&A group at JPMorgan
Industry Financial Services
Experience
Troubh Partners Analyst - M&A groupJPMorganJune 2009 - August 2010
JPMorgan June 2008 - August 2008
The Bascom Group May 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Mergers, Valuation, Investment Banking, Acquisitions
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Economics
Agoura High School
Troubh Partners Analyst - M&A groupJPMorganJune 2009 - August 2010
JPMorgan June 2008 - August 2008
The Bascom Group May 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Mergers, Valuation, Investment Banking, Acquisitions
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Economics
Agoura High School
Mike Shamon Mike Shamon's JPMorgan Experience November 2006 - April 2011
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement April 2011 - April 2015
JPMorgan November 2006 - April 2011
Mercer January 2005 - November 2006
Putnam Investments August 1997 - December 2004
Harvard University May 1995 - August 1997
ADQ, Inc 1993 - 1995
Skills
Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance, Pensions, Defined Contribution, Asset Allocation, Wealth Management
Education
Nichols College 2001 — 2003
MBA, Finance
Massachusetts College of Liberal Arts 1990 — 1993
BA, Political Science
Bedford High School
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement April 2011 - April 2015
JPMorgan November 2006 - April 2011
Mercer January 2005 - November 2006
Putnam Investments August 1997 - December 2004
Harvard University May 1995 - August 1997
ADQ, Inc 1993 - 1995
Skills
Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance, Pensions, Defined Contribution, Asset Allocation, Wealth Management
Education
Nichols College 2001 — 2003
MBA, Finance
Massachusetts College of Liberal Arts 1990 — 1993
BA, Political Science
Bedford High School
Glenda Lee's JPMorgan Experience May 2013 - November 2014
Job Director of Learning and Development at Crystal & Company
Industry Insurance
Experience
Crystal & Company April 2015 - Present
Deutsche Bank November 2014 - April 2015
JPMorgan May 2013 - November 2014
Morgan Stanley January 2008 - April 2013
Morgan Stanley 2005 - 2007
Van Kampen Investments 2003 - 2004
Van Kampen Investments 2002 - 2003
Virgin Records, Luaka Bop Records 1995 - 2002
Skills
Succession Planning, Onboarding, Vendor Management, Talent Management, Employee Engagement, Learning Analytics, Metric Development, E-Learning Consulting, E-learning..., Coaching, Consulting, Performance Management, Change Management, Financial Services, Leadership Development, MBTI, Finance, CRM, Training, Talent Acquisition
Education
Montclair State University
Bachelor of Arts (B.A.), Psychology, Cum Laude
Crystal & Company April 2015 - Present
Deutsche Bank November 2014 - April 2015
JPMorgan May 2013 - November 2014
Morgan Stanley January 2008 - April 2013
Morgan Stanley 2005 - 2007
Van Kampen Investments 2003 - 2004
Van Kampen Investments 2002 - 2003
Virgin Records, Luaka Bop Records 1995 - 2002
Skills
Succession Planning, Onboarding, Vendor Management, Talent Management, Employee Engagement, Learning Analytics, Metric Development, E-Learning Consulting, E-learning..., Coaching, Consulting, Performance Management, Change Management, Financial Services, Leadership Development, MBTI, Finance, CRM, Training, Talent Acquisition
Education
Montclair State University
Bachelor of Arts (B.A.), Psychology, Cum Laude
A.J. Murphy A.J. Murphy's JPMorgan Experience September 2007 - October 2009
Job CoHead, Global Leveraged Finance, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America May 2015 - Present
Goldman Sachs April 2014 - May 2015
Bank of America Merrill Lynch September 2011 - April 2014
Bank of America October 2009 - September 2011
JPMorgan September 2007 - October 2009
JP Morgan 2007 - 2009
Deutsche Bank July 1998 - June 2007
Deutsche Bank Securities 1998 - 2007
Bankers Trust Co 1998 - 2007
Bear Stearns 1997 - 1997
Skills
Fixed Income, Investment Banking, Structured Products, Capital Structure, Hedge Funds, Credit Analysis, Capital Markets, Structured Finance, High Yield, Corporate Finance, Securities, Leveraged Finance, Investments, Alternative Investments, Valuation, Financial Structuring, Financial Modeling, Private Equity, Investment Strategies, Bonds, Wealth Management, LBO, Asset Management, Asset Allocation
Education
Middlebury College 1994 — 1998
BA, English, Political Science (Joint)
Kent Place 1985 — 1994
high school diploma
Bank of America May 2015 - Present
Goldman Sachs April 2014 - May 2015
Bank of America Merrill Lynch September 2011 - April 2014
Bank of America October 2009 - September 2011
JPMorgan September 2007 - October 2009
JP Morgan 2007 - 2009
Deutsche Bank July 1998 - June 2007
Deutsche Bank Securities 1998 - 2007
Bankers Trust Co 1998 - 2007
Bear Stearns 1997 - 1997
Skills
Fixed Income, Investment Banking, Structured Products, Capital Structure, Hedge Funds, Credit Analysis, Capital Markets, Structured Finance, High Yield, Corporate Finance, Securities, Leveraged Finance, Investments, Alternative Investments, Valuation, Financial Structuring, Financial Modeling, Private Equity, Investment Strategies, Bonds, Wealth Management, LBO, Asset Management, Asset Allocation
Education
Middlebury College 1994 — 1998
BA, English, Political Science (Joint)
Kent Place 1985 — 1994
high school diploma
Barry VanHoose's JPMorgan Experience November 2007 - May 2008
Job IT QA Testing Specialist at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance December 2008 - Present
JPMorgan November 2007 - May 2008
Worthington Industries February 2007 - July 2007
Nationwide Insurance October 2000 - January 2007
Nationwide Insurance April 1999 - September 2000
Nationwide Insurance June 1996 - March 1999
Gates McDonald & Company January 1993 - May 1996
Skills
Management, SDLC, Quality Assurance, Quality Center, Visio, Process Improvement, Waterfall, Business Requirements, Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, System Testing, Testing, User Acceptance Testing, Analysis, Test Management
Education
Mount Vernon Nazarene University 1989 — 1992
Bachelor of Arts (B.A.)
Eastmoor High School 1981 — 1985
Nationwide Insurance December 2008 - Present
JPMorgan November 2007 - May 2008
Worthington Industries February 2007 - July 2007
Nationwide Insurance October 2000 - January 2007
Nationwide Insurance April 1999 - September 2000
Nationwide Insurance June 1996 - March 1999
Gates McDonald & Company January 1993 - May 1996
Skills
Management, SDLC, Quality Assurance, Quality Center, Visio, Process Improvement, Waterfall, Business Requirements, Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, System Testing, Testing, User Acceptance Testing, Analysis, Test Management
Education
Mount Vernon Nazarene University 1989 — 1992
Bachelor of Arts (B.A.)
Eastmoor High School 1981 — 1985
Elizabeth Carollo Elizabeth Carollo's JPMorgan Experience September 1986 - May 1996
Job Program Distribution Analyst
Industry Financial Services
Experience
HSN June 1996 - December 2008
JPMorgan September 1986 - May 1996
Education
Nassau Community College 1983 — 1986
Associate, Computer Science
HSN June 1996 - December 2008
JPMorgan September 1986 - May 1996
Education
Nassau Community College 1983 — 1986
Associate, Computer Science
Jill Diamond Jill Diamond's JPMorgan Experience July 2006 - December 2010
Job Senior Recruiter at H.I.G. Capital
Industry Investment Banking
Experience
H.I.G. Capital April 2015 - Present
Bain & Company December 2011 - April 2015
Bain & Company December 2010 - December 2011
JPMorgan July 2006 - December 2010
Skills
Microsoft Excel, PowerPoint, Strategy, Microsoft Office, Research, Due Diligence, Public Speaking, Event Planning, Social Media, Business Development, Human Resources, Strategic Planning, Social Media Marketing, French, Market Research, Event Management, Project Management, Recruiting, Data Analysis, Bloomberg, Marketing, Social Networking, Private Equity, Budgets, Business Strategy, Management, Nonprofits, Marketing Strategy, Financial Analysis, Analysis, Leadership, Financial Modeling
Education
Muhlenberg College 2002 — 2006
Blind Brook High School
Blind Brook High School
H.I.G. Capital April 2015 - Present
Bain & Company December 2011 - April 2015
Bain & Company December 2010 - December 2011
JPMorgan July 2006 - December 2010
Skills
Microsoft Excel, PowerPoint, Strategy, Microsoft Office, Research, Due Diligence, Public Speaking, Event Planning, Social Media, Business Development, Human Resources, Strategic Planning, Social Media Marketing, French, Market Research, Event Management, Project Management, Recruiting, Data Analysis, Bloomberg, Marketing, Social Networking, Private Equity, Budgets, Business Strategy, Management, Nonprofits, Marketing Strategy, Financial Analysis, Analysis, Leadership, Financial Modeling
Education
Muhlenberg College 2002 — 2006
Blind Brook High School
Blind Brook High School
Marcus Noel's JPMorgan Experience 2008 - 2010
Job ConnectEd Fellow at US Department of Education
Industry Education Management
Experience
U.S. Department of Education August 2014 - Present
Education Pioneers July 2014 - Present
Training The Street March 2014 - Present
ProInspire September 2012 - July 2014
McMaster-Carr 2010 - 2011
JPMorgan 2008 - 2010
Skills
Public Speaking, Leadership, Nonprofits, Social Innovation, Fundraising, Microsoft Excel, Community Outreach, Management, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Early-stage Startups, Design
Education
Morehouse College 2004 — 2008
B.A., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad, Multinational Business Finance
U.S. Department of Education August 2014 - Present
Education Pioneers July 2014 - Present
Training The Street March 2014 - Present
ProInspire September 2012 - July 2014
McMaster-Carr 2010 - 2011
JPMorgan 2008 - 2010
Skills
Public Speaking, Leadership, Nonprofits, Social Innovation, Fundraising, Microsoft Excel, Community Outreach, Management, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Early-stage Startups, Design
Education
Morehouse College 2004 — 2008
B.A., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad, Multinational Business Finance
James Zanze's JPMorgan Experience January 1999 - November 2002
Job
Industry Investment Banking
Experience
Aquilo Partners February 2003 - Present
JPMorgan January 1999 - November 2002
Hambrecht & Quist June 1992 - November 2002
Salomon Brothers Inc December 1989 - June 1992
Education
Middlebury College 1985 — 1989
B.A.
Aquilo Partners February 2003 - Present
JPMorgan January 1999 - November 2002
Hambrecht & Quist June 1992 - November 2002
Salomon Brothers Inc December 1989 - June 1992
Education
Middlebury College 1985 — 1989
B.A.
Alice Ng's JPMorgan Experience July 2001 - February 2007
Job Business Management & Operations | Finance and Strategy Professional
Industry Nanotechnology
Experience
Intermolecular August 2012 - Present
Applied Materials November 2010 - August 2012
Applied Materials May 2007 - November 2010
JPMorgan July 2001 - February 2007
Skills
Financial Modeling, Finance, Business Strategy, Strategy, Management, Mergers & Acquisitions, Project Management, Analysis, Strategic Planning, Project Planning, Process Improvement, Forecasting, Market Research, Leadership
Education
Massachusetts Institute of Technology 1998 — 2001
Bachelors, Management Science - Finance
Intermolecular August 2012 - Present
Applied Materials November 2010 - August 2012
Applied Materials May 2007 - November 2010
JPMorgan July 2001 - February 2007
Skills
Financial Modeling, Finance, Business Strategy, Strategy, Management, Mergers & Acquisitions, Project Management, Analysis, Strategic Planning, Project Planning, Process Improvement, Forecasting, Market Research, Leadership
Education
Massachusetts Institute of Technology 1998 — 2001
Bachelors, Management Science - Finance
Vishal Parikh's JPMorgan Experience August 2008 - February 2011
Job Vice President/ Business Tech Specialist at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Chase Mortgage Banking March 2011 - January 2015
JPMorgan August 2008 - February 2011
JPMorgan Chase September 2006 - August 2008
JPMorgan Chase November 2004 - September 2006
Chase Manhattan Corporation June 2003 - November 2004
Chase Manhattan Mortgage Corp 1999 - 2003
Skills
Data Analysis, Capital Markets, Banking, Credit Risk, Portfolio Management, Credit, Loans, Business Analysis, Financial Modeling, Mortgage Banking, Mortgage Lending, Operational Risk..., Fixed Income, Bloomberg, Financial Risk, Relationship Management, Financial Services
Education
New Jersey Institute of Technology 2007 — 2009
MS, Applied Statistics
New Jersey Institute of Technology 2002 — 2006
BS, Computer Science with minor in Applied Statistics
Citi January 2015 - Present
Chase Mortgage Banking March 2011 - January 2015
JPMorgan August 2008 - February 2011
JPMorgan Chase September 2006 - August 2008
JPMorgan Chase November 2004 - September 2006
Chase Manhattan Corporation June 2003 - November 2004
Chase Manhattan Mortgage Corp 1999 - 2003
Skills
Data Analysis, Capital Markets, Banking, Credit Risk, Portfolio Management, Credit, Loans, Business Analysis, Financial Modeling, Mortgage Banking, Mortgage Lending, Operational Risk..., Fixed Income, Bloomberg, Financial Risk, Relationship Management, Financial Services
Education
New Jersey Institute of Technology 2007 — 2009
MS, Applied Statistics
New Jersey Institute of Technology 2002 — 2006
BS, Computer Science with minor in Applied Statistics
PJ Morelli's JPMorgan Experience July 2006 - Present
Job Executive Director, Public Finance JP Morgan
Industry Financial Services
Experience
JPMorgan July 2006 - Present
Morgan Keegan 2006 - 2006
Advest, Inc. 2002 - 2006
State Street 1999 - 2002
Moors and Cabot Inc 1994 - 1999
Skills
Capital Markets, Fixed Income, Institutional Sales, Investments, Sales
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
North Hills High School 1986 — 1990
JPMorgan July 2006 - Present
Morgan Keegan 2006 - 2006
Advest, Inc. 2002 - 2006
State Street 1999 - 2002
Moors and Cabot Inc 1994 - 1999
Skills
Capital Markets, Fixed Income, Institutional Sales, Investments, Sales
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
North Hills High School 1986 — 1990
Robert Pilotte's JPMorgan Experience 1994 - 1998
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
ConvergEx Group November 1998 - Present
Advanced Financial Applications March 2007 - June 2009
JPMorgan 1994 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Sybase, Business Analysis, SQL, Trading, Microsoft SQL Server, Order Management, Equity Trading, .NET, Requirements Analysis, IT Strategy, Financial Services, Financial Markets
Education
New York Institute of Technology 1989 — 1992
MSCS, Computer Science
New York Institute of Technology 1984 — 1989
BSEE, Electrical Engineering
ConvergEx Group November 1998 - Present
Advanced Financial Applications March 2007 - June 2009
JPMorgan 1994 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Sybase, Business Analysis, SQL, Trading, Microsoft SQL Server, Order Management, Equity Trading, .NET, Requirements Analysis, IT Strategy, Financial Services, Financial Markets
Education
New York Institute of Technology 1989 — 1992
MSCS, Computer Science
New York Institute of Technology 1984 — 1989
BSEE, Electrical Engineering
Georjee Grover's JPMorgan Experience 1993 - 2006
Job VP at CitiGroup
Industry Financial Services
Experience
Citigroup February 2009 - Present
Barclays Capital 2010 - 2010
Lehman Brothers 2006 - 2009
JPMorgan 1993 - 2006
Education
New Jersey Institute of Technology 1995 — 2000
B.S, Computer Science
MIT
Citigroup February 2009 - Present
Barclays Capital 2010 - 2010
Lehman Brothers 2006 - 2009
JPMorgan 1993 - 2006
Education
New Jersey Institute of Technology 1995 — 2000
B.S, Computer Science
MIT
Corey Coward's JPMorgan Experience 2000 - 2002
Job Transactions Managment at Ginnie Mae
Industry Capital Markets
Laura Meadows's JPMorgan Experience November 2009 - September 2012
Job Operational Risk and Control Consultant at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust December 2014 - Present
SunTrust Bank November 2012 - November 2014
JPMorgan November 2009 - September 2012
J.P. Morgan October 2006 - October 2009
JPMorgan Chase August 2004 - October 2006
US Bank November 2000 - 2004
Skills
Strategic Planning, Strategy, Team Building, Leadership, Finance, Wealth Management, Budgets, Business Development, Coaching, Marketing, Employee Engagement, Sales Management, Trust Management, Team Leadership, CRM, Business Planning, Sales, Operations Management, Auditing, Fundraising, Budget, Banking, Risk Management, Event Planning, Public Speaking, Management
Education
New Mexico State University 1989 — 1993
Business Administration
Assumption High School 1985 — 1989
SunTrust December 2014 - Present
SunTrust Bank November 2012 - November 2014
JPMorgan November 2009 - September 2012
J.P. Morgan October 2006 - October 2009
JPMorgan Chase August 2004 - October 2006
US Bank November 2000 - 2004
Skills
Strategic Planning, Strategy, Team Building, Leadership, Finance, Wealth Management, Budgets, Business Development, Coaching, Marketing, Employee Engagement, Sales Management, Trust Management, Team Leadership, CRM, Business Planning, Sales, Operations Management, Auditing, Fundraising, Budget, Banking, Risk Management, Event Planning, Public Speaking, Management
Education
New Mexico State University 1989 — 1993
Business Administration
Assumption High School 1985 — 1989
Chastity Davis-Garcia's JPMorgan Experience October 1999 - May 2006
Job VIce President, Human Resources at Amplify
Industry E-Learning
Experience
Amplify July 2012 - Present
Amplify July 2012 - November 2013
Barclays Capital May 2010 - July 2012
Macquarie Bank August 2009 - May 2010
Capital Source June 2007 - June 2009
Merrill Lynch May 2006 - June 2007
JPMorgan October 1999 - May 2006
Skills
Diversity & Inclusion, Operations Management, Staff Development, OFCCP, Building Relationships, Project Management, Lateral Recruitment, Strategic Sourcing, Vendor Management, Graduate Recruitment, Spanish-speaking, Recruiting, Leadership, Internet Recruiting, Sourcing, Human Resources, Hiring, Talent Acquisition, Performance Management, Onboarding, College Recruiting, Management, Executive Search, Interviews, Temporary Placement, Technical Recruiting, Coaching, Talent Management, Benefits Negotiation, Employee Relations, Applicant Tracking..., Strategy, Personnel Management, Contract Recruitment, Screening Resumes
Education
New York University
Amplify July 2012 - Present
Amplify July 2012 - November 2013
Barclays Capital May 2010 - July 2012
Macquarie Bank August 2009 - May 2010
Capital Source June 2007 - June 2009
Merrill Lynch May 2006 - June 2007
JPMorgan October 1999 - May 2006
Skills
Diversity & Inclusion, Operations Management, Staff Development, OFCCP, Building Relationships, Project Management, Lateral Recruitment, Strategic Sourcing, Vendor Management, Graduate Recruitment, Spanish-speaking, Recruiting, Leadership, Internet Recruiting, Sourcing, Human Resources, Hiring, Talent Acquisition, Performance Management, Onboarding, College Recruiting, Management, Executive Search, Interviews, Temporary Placement, Technical Recruiting, Coaching, Talent Management, Benefits Negotiation, Employee Relations, Applicant Tracking..., Strategy, Personnel Management, Contract Recruitment, Screening Resumes
Education
New York University
Sean Greeley's JPMorgan Experience September 1997 - June 2013
Job Vice President New Business Development at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
JPMorgan September 1997 - June 2013
US Trust October 1985 - September 1997
Dean Witter Reynolds July 1983 - October 1985
Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities
Education
Monmouth University 1991 — 1994
MBA, Concentration in Finance
Monmouth University 1979 — 1984
BS in Business Administration, Concentration in Marketing
Montgomery Township HS
Brown Brothers Harriman April 2014 - Present
JPMorgan September 1997 - June 2013
US Trust October 1985 - September 1997
Dean Witter Reynolds July 1983 - October 1985
Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities
Education
Monmouth University 1991 — 1994
MBA, Concentration in Finance
Monmouth University 1979 — 1984
BS in Business Administration, Concentration in Marketing
Montgomery Township HS
Steven A. Smith's JPMorgan Experience September 2002 - July 2010
Job Senior VP, Business Development at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services July 2010 - Present
JPMorgan September 2002 - July 2010
ABN AMRO 1999 - 2002
BISYS Fund Services 1994 - 1999
Kemper Insurance 1992 - 1993
Kemper Insurance 1990 - 1992
Kemper Insurance 1989 - 1990
Dean Witter 1988 - 1989
American Express / Balcor 1985 - 1988
Skills
Securities, Series 7, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Trading Systems, Portfolio Management, Investments, Mutual Funds, Separately Managed..., Series 63, Relationship Management, Equities, Derivatives, Fixed Income, Alternative Investments, Trading, Asset Allocation, Fund Of Funds, Asset Management, ETFs, Series 24
Education
Miami University 1971 — 1975
BS, Marketing & Finance
UMB Fund Services July 2010 - Present
JPMorgan September 2002 - July 2010
ABN AMRO 1999 - 2002
BISYS Fund Services 1994 - 1999
Kemper Insurance 1992 - 1993
Kemper Insurance 1990 - 1992
Kemper Insurance 1989 - 1990
Dean Witter 1988 - 1989
American Express / Balcor 1985 - 1988
Skills
Securities, Series 7, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Trading Systems, Portfolio Management, Investments, Mutual Funds, Separately Managed..., Series 63, Relationship Management, Equities, Derivatives, Fixed Income, Alternative Investments, Trading, Asset Allocation, Fund Of Funds, Asset Management, ETFs, Series 24
Education
Miami University 1971 — 1975
BS, Marketing & Finance
Gene Sooley's JPMorgan Experience 2000 - Present
Job Vice President
Industry Banking
Experience
JPMorgan 2000 - Present
Software Architects 1998 - 2002
SARK 1998 - 2002
Education
Memorial University of Newfoundland 1989 — 1994
JPMorgan 2000 - Present
Software Architects 1998 - 2002
SARK 1998 - 2002
Education
Memorial University of Newfoundland 1989 — 1994
Peter Axelson's JPMorgan Experience 1985 - 1990
Job Experienced OD Consultant, Coach for Teams and Leaders
Industry Management Consulting
Experience
Garnet Consulting Inc. January 1989 - Present
Lafarge 1990 - 2013
JPMorgan 1985 - 1990
Boston University School of Management May 1987 - December 1988
Boston University School of Management May 1984 - April 1987
Dynamy, Inc. July 1983 - April 1987
University of New Hampshire September 1980 - June 1983
Dartmouth Outward Bound Center June 1978 - September 1979
Skills
Management, Leadership, Integration, Human Resources, Leadership Development, Workshop Facilitation, Change Management, Recruiting, Management Consulting, Executive Coaching, Training, Performance Management, Succession Planning, Team Building, Organizational..., Strategic Planning, Executive Management, Staff Development, Coaching, Employee Training, Start-ups, Cross-functional Team..., Team Leadership, Program Management
Education
University of New Hampshire 1977 — 1981
Bachelor of Science (BSc), Geology, Cum laude
Michigan State University
Process Mapping
NTL Institute
Organization Development Consulting Skills
NTL Institute
Human Interaction Lab
NTL Institute
Advanced Team Building
NTL Institute
Process Consultation
Garnet Consulting Inc. January 1989 - Present
Lafarge 1990 - 2013
JPMorgan 1985 - 1990
Boston University School of Management May 1987 - December 1988
Boston University School of Management May 1984 - April 1987
Dynamy, Inc. July 1983 - April 1987
University of New Hampshire September 1980 - June 1983
Dartmouth Outward Bound Center June 1978 - September 1979
Skills
Management, Leadership, Integration, Human Resources, Leadership Development, Workshop Facilitation, Change Management, Recruiting, Management Consulting, Executive Coaching, Training, Performance Management, Succession Planning, Team Building, Organizational..., Strategic Planning, Executive Management, Staff Development, Coaching, Employee Training, Start-ups, Cross-functional Team..., Team Leadership, Program Management
Education
University of New Hampshire 1977 — 1981
Bachelor of Science (BSc), Geology, Cum laude
Michigan State University
Process Mapping
NTL Institute
Organization Development Consulting Skills
NTL Institute
Human Interaction Lab
NTL Institute
Advanced Team Building
NTL Institute
Process Consultation
Marc Badrichani's JPMorgan Experience October 2005 - Present
Job MD at JPMorgan
Industry Banking
Experience
JPMorgan October 2005 - Present
Deutsche Bank May 2003 - July 2005
CAL FP May 2001 - May 2003
MyNewDeal 1999 - 2001
Bankers Trust 1996 - 1999
Credit Suisse Financial Products 1994 - 1996
Thomson Polkolor 1989 - 1992
Elysee Investissement June 1991 - September 1991
Skills
Asset Management, Credit Derivatives, Derivatives, Equity Derivatives, Investment Banking, Hedge Funds, Capital Markets, Asset Managment, Interest Rate..., Swaps, Structured Products, Hedging, Financial Markets, Fixed Income, Financial Structuring, Equities, Structured Finance
Education
MINES ParisTech 1989 — 1992
Lycee Sainte-Genevieve 1986 — 1989
Math Sup, Math Sup
Lycee Francais d'Athenes 1978 — 1986
Bac
JPMorgan October 2005 - Present
Deutsche Bank May 2003 - July 2005
CAL FP May 2001 - May 2003
MyNewDeal 1999 - 2001
Bankers Trust 1996 - 1999
Credit Suisse Financial Products 1994 - 1996
Thomson Polkolor 1989 - 1992
Elysee Investissement June 1991 - September 1991
Skills
Asset Management, Credit Derivatives, Derivatives, Equity Derivatives, Investment Banking, Hedge Funds, Capital Markets, Asset Managment, Interest Rate..., Swaps, Structured Products, Hedging, Financial Markets, Fixed Income, Financial Structuring, Equities, Structured Finance
Education
MINES ParisTech 1989 — 1992
Lycee Sainte-Genevieve 1986 — 1989
Math Sup, Math Sup
Lycee Francais d'Athenes 1978 — 1986
Bac
Paul DeFranco's JPMorgan Experience November 1985 - July 1996
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2003 - Present
Verizon Enterprise Solutions Group July 1996 - December 2002
JPMorgan November 1985 - July 1996
Manufacturers Hanover Trust 1980 - 1985
Skills
Disaster Recovery, IT Strategy, Vendor Management, IT Management, Outsourcing, Program Management, PMP, Enterprise Architecture, ITIL, Business Continuity, SDLC, Business Analysis, Virtualization, Infrastructure, Strategy, Data Warehousing, IT Service Management, Security, Risk Management, Incident Management, Strategic Planning, Change Management, Information Security, Investment Banking, Cloud Computing, Data Center, Governance, IT Operations, Project Portfolio..., PMO
Education
Marist College 1974 — 1978
Bachelor of Arts (B.A.), Computer Science
Pace University - Lubin School of Business
JP Morgan Chase November 2003 - Present
Verizon Enterprise Solutions Group July 1996 - December 2002
JPMorgan November 1985 - July 1996
Manufacturers Hanover Trust 1980 - 1985
Skills
Disaster Recovery, IT Strategy, Vendor Management, IT Management, Outsourcing, Program Management, PMP, Enterprise Architecture, ITIL, Business Continuity, SDLC, Business Analysis, Virtualization, Infrastructure, Strategy, Data Warehousing, IT Service Management, Security, Risk Management, Incident Management, Strategic Planning, Change Management, Information Security, Investment Banking, Cloud Computing, Data Center, Governance, IT Operations, Project Portfolio..., PMO
Education
Marist College 1974 — 1978
Bachelor of Arts (B.A.), Computer Science
Pace University - Lubin School of Business
Sixuan (Sophie) Chen's JPMorgan Experience July 2006 - August 2007
Job Equity Investor
Industry Investment Management
Experience
Dodge & Cox October 2012 - Present
Tiger Asia Management October 2007 - July 2010
JPMorgan July 2006 - August 2007
Skills
public equity investing, Hedge Funds, Investment Banking, Equities, Financial Modeling, Private Equity, Emerging Markets, Valuation, Equity Research, Mergers & Acquisitions, Investments, Business Strategy, Due Diligence, Corporate Finance, Alternative Investments, Capital Markets
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Mount Holyoke College 2002 — 2006
BA - summa cum laude, Mathematics and Economics
Shanghai Foreign Languages School 1995 — 2002
high school
Dodge & Cox October 2012 - Present
Tiger Asia Management October 2007 - July 2010
JPMorgan July 2006 - August 2007
Skills
public equity investing, Hedge Funds, Investment Banking, Equities, Financial Modeling, Private Equity, Emerging Markets, Valuation, Equity Research, Mergers & Acquisitions, Investments, Business Strategy, Due Diligence, Corporate Finance, Alternative Investments, Capital Markets
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Mount Holyoke College 2002 — 2006
BA - summa cum laude, Mathematics and Economics
Shanghai Foreign Languages School 1995 — 2002
high school
peter giarelli's JPMorgan Experience 1990 - 2007
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust March 2007 - Present
northern trust 2009 - 2009
jpmorgan 1990 - 2007
JP Morgan 1990 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading Systems, FX Options, Financial Services, Hedge Funds, Middle Office, Securities, Leadership, Electronic Trading, Investment Banking, Operational Risk, Summits, Options, Summit, Bloomberg, Equity Derivatives, Back Office, Swaps, Interest Rate...
Education
Marquette University
Northern Trust March 2007 - Present
northern trust 2009 - 2009
jpmorgan 1990 - 2007
JP Morgan 1990 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading Systems, FX Options, Financial Services, Hedge Funds, Middle Office, Securities, Leadership, Electronic Trading, Investment Banking, Operational Risk, Summits, Options, Summit, Bloomberg, Equity Derivatives, Back Office, Swaps, Interest Rate...
Education
Marquette University
Len Dmitrienko's JPMorgan Experience VP - Information Risk ManagementChase1973 - April 2014
Job VP Information Risk Management at JPMorgan
Industry Financial Services
Experience
Temporaily Retired - Gone Fishing Inc. April 2014 - Present
JPMorgan VP - Information Risk ManagementChase1973 - April 2014
Skills
Risk Management, Financial Risk, Banking, Financial Services, Enterprise Risk..., Fixed Income, Operational Risk..., Business Continuity, Portfolio Management, Derivatives, Investment Banking, Risk Assessment, Project Portfolio..., Governance, Information Technology
Education
Monmouth University
Bachelor of Science (B.S.), Computer Science
Monmouth University
Associate of Science (A.S.), Electronics Engineering
Temporaily Retired - Gone Fishing Inc. April 2014 - Present
JPMorgan VP - Information Risk ManagementChase1973 - April 2014
Skills
Risk Management, Financial Risk, Banking, Financial Services, Enterprise Risk..., Fixed Income, Operational Risk..., Business Continuity, Portfolio Management, Derivatives, Investment Banking, Risk Assessment, Project Portfolio..., Governance, Information Technology
Education
Monmouth University
Bachelor of Science (B.S.), Computer Science
Monmouth University
Associate of Science (A.S.), Electronics Engineering
Terry Turse's JPMorgan Experience 1999 - 2009
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
JP Morgan Chase 1982 - Present
J.P. Morgan 1982 - Present
Ernst and Young 2015 - 2015
JPMorgan 1999 - 2009
JPMorganChase 1983 - 2008
Skills
Banking, Financial Services, Risk Management, Portfolio Management, Business Analysis, Relationship Management, Vendor Management, Governance, SDLC, PMO, Investment Banking, IT Strategy
Education
Neumann University
JPMorgan Chase August 2012 - Present
JP Morgan Chase 1982 - Present
J.P. Morgan 1982 - Present
Ernst and Young 2015 - 2015
JPMorgan 1999 - 2009
JPMorganChase 1983 - 2008
Skills
Banking, Financial Services, Risk Management, Portfolio Management, Business Analysis, Relationship Management, Vendor Management, Governance, SDLC, PMO, Investment Banking, IT Strategy
Education
Neumann University
David Franko's JPMorgan Experience April 2006 - Present
Job Financial Education Consultant at JPMorgan
Industry Investment Management
Experience
JPMorgan April 2006 - Present
St. Luke's Regional Health Center, Sioux City, IA 2006 - 2011
Education
Morningside College 1986 — 1988
BS, Business, Communications
Keystone College 1982 — 1984
Associate, Science, Bio-Chemistry
Tunkhannock High School 1979 — 1982
JPMorgan April 2006 - Present
St. Luke's Regional Health Center, Sioux City, IA 2006 - 2011
Education
Morningside College 1986 — 1988
BS, Business, Communications
Keystone College 1982 — 1984
Associate, Science, Bio-Chemistry
Tunkhannock High School 1979 — 1982
Marcus Cudnik's JPMorgan Experience Vice PresidentJPMorgan2007 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan2007 - Present
Education
Michigan State University
JPMorgan Vice PresidentJPMorgan2007 - Present
Education
Michigan State University
Reg Nizol's JPMorgan Experience Regional ManagerJPMorgan Chase1985 - Present
Job Regional Manager at JPMorgan
Industry Banking
Experience
JPMorgan Regional ManagerJPMorgan Chase1985 - Present
Skills
Banking, Mortgage Lending
Education
Michigan State University College of Law
JPMorgan Regional ManagerJPMorgan Chase1985 - Present
Skills
Banking, Mortgage Lending
Education
Michigan State University College of Law
Al Hane's JPMorgan Experience 1987 - 2008
Job Information Security Manager at Financial Information Service Agency
Industry Banking
Experience
Financial Information Service Agency August 2008 - Present
FISA 2008 - Present
FISA 2008 - Present
JPMorgan Chase August 1987 - May 2008
JP Morgan 2000 - 2008
JPMorgan 1987 - 2008
JP Morgan Chase 1987 - 2008
Skills
Risk Management, Security, Financial Risk, Business Continuity, Operational Risk..., Information Security..., Application Security, Operational Risk, Information Technology, Enterprise Risk..., Information Security, Risk Assessment, Governance, IT Audit, Internal Audit, Sarbanes-Oxley Act, PCI DSS, IT Management, CISA, IT Risk Management, SDLC, Disaster Recovery, Enterprise Architecture, Business Continuity..., Financial Services, ISO 27001, IT Strategy, CISSP, SAS70, Vulnerability Assessment, Incident Management, PMO, Computer Security
Education
New York Institute of Technology 1972 — 1975
Financial Information Service Agency August 2008 - Present
FISA 2008 - Present
FISA 2008 - Present
JPMorgan Chase August 1987 - May 2008
JP Morgan 2000 - 2008
JPMorgan 1987 - 2008
JP Morgan Chase 1987 - 2008
Skills
Risk Management, Security, Financial Risk, Business Continuity, Operational Risk..., Information Security..., Application Security, Operational Risk, Information Technology, Enterprise Risk..., Information Security, Risk Assessment, Governance, IT Audit, Internal Audit, Sarbanes-Oxley Act, PCI DSS, IT Management, CISA, IT Risk Management, SDLC, Disaster Recovery, Enterprise Architecture, Business Continuity..., Financial Services, ISO 27001, IT Strategy, CISSP, SAS70, Vulnerability Assessment, Incident Management, PMO, Computer Security
Education
New York Institute of Technology 1972 — 1975
Laure Henry's JPMorgan Experience EMSTAR - credit DerivativesJP Morgan Inc.1998 - 1998
Job JPMAM Head of Global Liq Cont Europe at JPMorgan
Industry Banking
Experience
JPMorgan EMSTAR - credit DerivativesJP Morgan Inc.1998 - 1998
Education
NEOMA Business School 1993 — 1997
BA, Business Management
JPMorgan EMSTAR - credit DerivativesJP Morgan Inc.1998 - 1998
Education
NEOMA Business School 1993 — 1997
BA, Business Management
Yahli Becker's JPMorgan Experience July 2007 - Present
Job Vice President Agency CMBS Trading at JPMorgan
Industry Investment Banking
Experience
JPMorgan July 2007 - Present
Education
Massachusetts Institute of Technology 2003 — 2007
Dual Degree: Mathematics and Management Science
JPMorgan July 2007 - Present
Education
Massachusetts Institute of Technology 2003 — 2007
Dual Degree: Mathematics and Management Science
Fik Durmus's JPMorgan Experience 2003 - 2007
Job Senior Banker at HSBC
Industry Investment Banking
Experience
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
Tamara Simond's JPMorgan Experience June 2001 - Present
Job JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan June 2001 - Present
Education
Marquette University
JPMorgan June 2001 - Present
Education
Marquette University
Gerard. Stafford-Smith's JPMorgan Experience January 2011 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan January 2011 - Present
JP Morgan 2010 - Present
JPMorgan January 1985 - Present
J.P Morgan 1985 - 2012
Education
Monmouth University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
JPMorgan January 2011 - Present
JP Morgan 2010 - Present
JPMorgan January 1985 - Present
J.P Morgan 1985 - 2012
Education
Monmouth University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Greg Hengeli's JPMorgan Experience August 2006 - January 2008
Job SMTS at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com September 2012 - Present
Tendril Networks March 2009 - September 2012
Comcast July 2008 - March 2009
Valtech August 2006 - March 2009
Hertz March 2008 - July 2008
JPMorgan August 2006 - January 2008
May Department Stores May 2003 - June 2006
Skills
Agile Methodologies, Java, Java Enterprise Edition, Enterprise Architecture, SOA, SQL, Business Analysis, XML, JavaScript, Scrum, Software Development, Requirements Analysis, Business Intelligence, Agile Project Management, Web Applications
Education
Miami University 1999 — 2003
BS, Management Information Systems, General
salesforce.com September 2012 - Present
Tendril Networks March 2009 - September 2012
Comcast July 2008 - March 2009
Valtech August 2006 - March 2009
Hertz March 2008 - July 2008
JPMorgan August 2006 - January 2008
May Department Stores May 2003 - June 2006
Skills
Agile Methodologies, Java, Java Enterprise Edition, Enterprise Architecture, SOA, SQL, Business Analysis, XML, JavaScript, Scrum, Software Development, Requirements Analysis, Business Intelligence, Agile Project Management, Web Applications
Education
Miami University 1999 — 2003
BS, Management Information Systems, General
Danise Longworth's JPMorgan Experience 1996 - 2002
Job Managing Director at J.P. Morgan
Industry Capital Markets
Experience
JP Morgan July 1996 - Present
J.P. Morgan July 1996 - Present
JPMorgan 1996 - 2002
Skills
Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Derivatives, Structured Finance, Equities, Trading, Valuation, Private Equity, Market Risk
Education
New York University 1984 — 1989
Masters, Finance, Economics, English, History
New York University - Leonard N. Stern School of Business 1984 — 1989
Master of Business Administration (M.B.A.), Finance, General
JP Morgan July 1996 - Present
J.P. Morgan July 1996 - Present
JPMorgan 1996 - 2002
Skills
Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Derivatives, Structured Finance, Equities, Trading, Valuation, Private Equity, Market Risk
Education
New York University 1984 — 1989
Masters, Finance, Economics, English, History
New York University - Leonard N. Stern School of Business 1984 — 1989
Master of Business Administration (M.B.A.), Finance, General
Andrea Grullon's JPMorgan Experience March 1993 - July 2004
Job Associate Lending Administration at National Australia Bank
Industry Banking
Experience
National Australia Bank January 2007 - Present
JPMorgan March 1993 - July 2004
Skills
Loans
Education
Monroe College 1983 — 1986
AOS, Computer Science
National Australia Bank January 2007 - Present
JPMorgan March 1993 - July 2004
Skills
Loans
Education
Monroe College 1983 — 1986
AOS, Computer Science
Susan Lancaster's JPMorgan Experience 2007 - Present
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JPMorgan 2007 - Present
CCA Strategies May 2001 - 2007
State Farm Insurance May 1999 - 2001
Education
Marshall University 1995 — 1999
B.S., Mathematics
JPMorgan 2007 - Present
CCA Strategies May 2001 - 2007
State Farm Insurance May 1999 - 2001
Education
Marshall University 1995 — 1999
B.S., Mathematics
Gary Calder's JPMorgan Experience 1979 - 1988
Job Business Development Manager at Village Print & Media
Industry Outsourcing/Offshoring
Experience
Village Print & Media June 2014 - Present
Pitney Bowes Management Services April 1998 - January 2014
JP Morgan 1988 - 1998
jpmorgan 1979 - 1988
Skills
Document Imaging, Major Accounts, Sales Process, Solution Selling, Managed Print Services, Document Management, Salesforce.com, Direct Sales, Account Management, Print Management, Records Management, B2B, Outsourcing, Professional Services, Vendor Management, Sales Presentations, Selling, New Business Development, CRM, Cold Calling, Sales Operations, Customer Satisfaction, Lead Generation, Digital Printing, Contract Negotiation, Sales
Education
Nassau Community College 1980 — 1984
Village Print & Media June 2014 - Present
Pitney Bowes Management Services April 1998 - January 2014
JP Morgan 1988 - 1998
jpmorgan 1979 - 1988
Skills
Document Imaging, Major Accounts, Sales Process, Solution Selling, Managed Print Services, Document Management, Salesforce.com, Direct Sales, Account Management, Print Management, Records Management, B2B, Outsourcing, Professional Services, Vendor Management, Sales Presentations, Selling, New Business Development, CRM, Cold Calling, Sales Operations, Customer Satisfaction, Lead Generation, Digital Printing, Contract Negotiation, Sales
Education
Nassau Community College 1980 — 1984
Catherine Lou, CFA's JPMorgan Experience January 2007 - June 2011
Job Asian Equity Sales at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2011 - Present
JPMorgan January 2007 - June 2011
Aristeia Capital June 2006 - August 2006
Citibank July 2005 - November 2005
TuVox January 2003 - December 2003
Skills
Bloomberg, Equities, Financial Modeling, Valuation, Portfolio Management, Emerging Markets, Investments, Asset Managment, Fixed Income, Derivatives, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Quantitative Analytics, Hedge Funds, Private Equity, Business Analysis, VBA, Banking
Education
Stanford University 2005 — 2006
Masters, Management Sci & Eng
National University of Singapore 2000 — 2004
Bachelor, Computer Science
BNP Paribas June 2011 - Present
JPMorgan January 2007 - June 2011
Aristeia Capital June 2006 - August 2006
Citibank July 2005 - November 2005
TuVox January 2003 - December 2003
Skills
Bloomberg, Equities, Financial Modeling, Valuation, Portfolio Management, Emerging Markets, Investments, Asset Managment, Fixed Income, Derivatives, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Quantitative Analytics, Hedge Funds, Private Equity, Business Analysis, VBA, Banking
Education
Stanford University 2005 — 2006
Masters, Management Sci & Eng
National University of Singapore 2000 — 2004
Bachelor, Computer Science
Joanne Lallos, CPA's JPMorgan Experience October 2006 - November 2009
Job Controller/Vice President of Finance
Industry Accounting
Experience
Guy Carpenter October 2010 - June 2012
JPMorgan October 2006 - November 2009
Bear Stearns 2006 - 2008
General Motors Asset Management 2001 - 2005
Deloitte 1986 - 2001
Skills
Auditing, Management Reporting, Planning and Budgeting, Regulatory Reporting, Project Management, Sarbanes-Oxley, Internal Controls, Staff Supervision, US GAAP, Department Budgeting, Forecasting, Financial Reporting, Finance System..., Analytical Skills, SAP, Process Improvement, Instructor-led Training, Supervisor, Transfer Pricing, Financial Services, Disaster Recovery, General Ledger, Accounts Receivable, Accounts Payable
Education
Montclair State University
Bachelor of Science, accounting
Guy Carpenter October 2010 - June 2012
JPMorgan October 2006 - November 2009
Bear Stearns 2006 - 2008
General Motors Asset Management 2001 - 2005
Deloitte 1986 - 2001
Skills
Auditing, Management Reporting, Planning and Budgeting, Regulatory Reporting, Project Management, Sarbanes-Oxley, Internal Controls, Staff Supervision, US GAAP, Department Budgeting, Forecasting, Financial Reporting, Finance System..., Analytical Skills, SAP, Process Improvement, Instructor-led Training, Supervisor, Transfer Pricing, Financial Services, Disaster Recovery, General Ledger, Accounts Receivable, Accounts Payable
Education
Montclair State University
Bachelor of Science, accounting
Michael Schoen's JPMorgan Experience September 1987 - July 1995
Job Managing Director at Scotiabank
Industry Investment Banking
Experience
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Robert Buff's JPMorgan Experience April 1999 - June 2001
Job Quant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2001 - Present
JPMorgan April 1999 - June 2001
Skills
Hedge Funds, Trading Systems, Quantitative Investing, Capital Markets, Investment Banking
Education
New York University 1994 — 1999
PhD, Computational Finance
Goldman Sachs June 2001 - Present
JPMorgan April 1999 - June 2001
Skills
Hedge Funds, Trading Systems, Quantitative Investing, Capital Markets, Investment Banking
Education
New York University 1994 — 1999
PhD, Computational Finance
Laurisa Anderson's JPMorgan Experience
Job Executive Director at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank October 1996 - Present
JPMorgan
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Strategic Planning, Budgets, Insurance, Strategy, Financial Modeling, Fixed Income, Equities, Investment Banking, Property Management, Hedge Funds, Capital Markets, Banking, Credit, Alternative Investments, Derivatives, Risk Management, Series 7, Securities, HOLDS SERIES 7, SERIES..., Structured Products
Education
Southwest Missouri State University
Bachelor's degree, Business Administration and Management, General
JPMorgan Private Bank October 1996 - Present
JPMorgan
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Strategic Planning, Budgets, Insurance, Strategy, Financial Modeling, Fixed Income, Equities, Investment Banking, Property Management, Hedge Funds, Capital Markets, Banking, Credit, Alternative Investments, Derivatives, Risk Management, Series 7, Securities, HOLDS SERIES 7, SERIES..., Structured Products
Education
Southwest Missouri State University
Bachelor's degree, Business Administration and Management, General
Cheryl Teerlinck's JPMorgan Experience August 2005 - May 2009
Job Portfolio Management Assistant at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank 2010 - Present
JPMorgan August 2005 - May 2009
JPMorgan August 1997 - August 2005
JPMorgan April 1989 - August 1997
Education
Nazareth College 1990 — 1994
BS, Business Administration
HSBC Private Bank 2010 - Present
JPMorgan August 2005 - May 2009
JPMorgan August 1997 - August 2005
JPMorgan April 1989 - August 1997
Education
Nazareth College 1990 — 1994
BS, Business Administration
Jim Glenn's JPMorgan Experience July 2006 - August 2008
Job Portfolio Manager at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management April 2014 - Present
SAC Capital July 2011 - April 2014
Denham Capital Management September 2008 - July 2011
JPMorgan July 2006 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Equities, Due Diligence, Capital Markets, Emerging Markets, Hedge Funds, Corporate Finance, Investments, Venture Capital, Financial Analysis, Fixed Income, Alternative Investments
Education
Massachusetts Institute of Technology 2002 — 2006
Chemical Engineering
Point72 Asset Management April 2014 - Present
SAC Capital July 2011 - April 2014
Denham Capital Management September 2008 - July 2011
JPMorgan July 2006 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Equities, Due Diligence, Capital Markets, Emerging Markets, Hedge Funds, Corporate Finance, Investments, Venture Capital, Financial Analysis, Fixed Income, Alternative Investments
Education
Massachusetts Institute of Technology 2002 — 2006
Chemical Engineering
Yinping Zhu,'s JPMorgan Experience October 2010 - Present
Job Product Manager, Liquidity Solutions at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan October 2010 - Present
JPMorgan Chase September 2009 - October 2010
Bank of China May 2005 - July 2007
Bank of China September 2002 - May 2005
Skills
Budgets, Financial Modeling, Strategic Planning, Bloomberg, Valuation, Fixed Income, Financial Analysis, Equities, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA
Nanjing University 1998 — 2002
Bachelor of Arts (B.A.)
JPMorgan October 2010 - Present
JPMorgan Chase September 2009 - October 2010
Bank of China May 2005 - July 2007
Bank of China September 2002 - May 2005
Skills
Budgets, Financial Modeling, Strategic Planning, Bloomberg, Valuation, Fixed Income, Financial Analysis, Equities, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA
Nanjing University 1998 — 2002
Bachelor of Arts (B.A.)
John Overbay's JPMorgan Experience 1999 - 2002
Job Principal at Broad Sky Partners
Industry Venture Capital & Private Equity
Experience
Broad Sky Partners January 2015 - Present
Auto Europe Car Rental 2010 - December 2014
Court Square Capital March 2007 - December 2014
NCI March 2007 - January 2011
Warburg Pincus LLC 2005 - 2007
Warburg Pincus LLC 2005 - 2007
J.P. Morgan & Co. 2000 - 2003
JPMorgan 1999 - 2002
Skills
Leveraged Finance, LBO, Mezzanine, Buyouts, Debt, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, M&A experience, Corporate Finance
Education
Middlebury College 1996 — 1999
BA, Economics
Broad Sky Partners January 2015 - Present
Auto Europe Car Rental 2010 - December 2014
Court Square Capital March 2007 - December 2014
NCI March 2007 - January 2011
Warburg Pincus LLC 2005 - 2007
Warburg Pincus LLC 2005 - 2007
J.P. Morgan & Co. 2000 - 2003
JPMorgan 1999 - 2002
Skills
Leveraged Finance, LBO, Mezzanine, Buyouts, Debt, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, M&A experience, Corporate Finance
Education
Middlebury College 1996 — 1999
BA, Economics
Adonis El-Asmar, MS Banking's JPMorgan Experience March 2008 - April 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
JPMorgan March 2008 - April 2012
Bear Stearns 1997 - 2008
Skills
Investment Banking, Equities, FX Options, Settlement, Prime Brokerage, Series 7, Fixed Income, Foreign Exchange, Hedge Funds, Trading Systems, Capital Markets, ETFs, FX trading, Derivatives, Middle Office
Education
Mercy College 2004 — 2006
MS Banking, Banking
JPMorgan Chase April 2012 - Present
JPMorgan March 2008 - April 2012
Bear Stearns 1997 - 2008
Skills
Investment Banking, Equities, FX Options, Settlement, Prime Brokerage, Series 7, Fixed Income, Foreign Exchange, Hedge Funds, Trading Systems, Capital Markets, ETFs, FX trading, Derivatives, Middle Office
Education
Mercy College 2004 — 2006
MS Banking, Banking
Valentina Tsymbalenko's JPMorgan Experience 1999 - 2008
Job Computer Programmer at Jetro Restaurant Depot
Industry Information Technology and Services
Experience
Jetro Restaurant Depot January 2014 - Present
City of New York, Department of Homeless Services May 2012 - August 2012
HealthPlus PHSP 2010 - May 2012
JPMorganChase 1999 - 2009
JP Morgan Chase 1999 - 2009
JPMorgan 1999 - 2008
JPMorgan Chase 1999 - 2008
Data Industries February 1997 - September 1999
Globe Institute of Technology 1996 - 1997
Skills
SDLC, DB2, Business Analysis, Mainframe, COBOL, Websphere, PL/SQL, TSO, Databases, WebSphere MQ, Requirements Analysis, Vendor Management, SharePoint, SQL, Sybase, ETL, JCL, CICS, Oracle, SOA, Microsoft SQL Server, WebSphere Application..., VSAM, Disaster Recovery, IIS, Java, Agile Methodologies, Data Warehousing, Requirements Gathering, Windows Server, Systems Analysis, ITIL, Visio, Security, Software Development, Performance Tuning, Software Documentation, .NET, Database Design, Testing, Visual Basic, Information Technology, Enterprise Architecture, Business Objects, Solution Architecture, Data Modeling, Software Project..., Crystal Reports, SSIS, Unix
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
MS
Jetro Restaurant Depot January 2014 - Present
City of New York, Department of Homeless Services May 2012 - August 2012
HealthPlus PHSP 2010 - May 2012
JPMorganChase 1999 - 2009
JP Morgan Chase 1999 - 2009
JPMorgan 1999 - 2008
JPMorgan Chase 1999 - 2008
Data Industries February 1997 - September 1999
Globe Institute of Technology 1996 - 1997
Skills
SDLC, DB2, Business Analysis, Mainframe, COBOL, Websphere, PL/SQL, TSO, Databases, WebSphere MQ, Requirements Analysis, Vendor Management, SharePoint, SQL, Sybase, ETL, JCL, CICS, Oracle, SOA, Microsoft SQL Server, WebSphere Application..., VSAM, Disaster Recovery, IIS, Java, Agile Methodologies, Data Warehousing, Requirements Gathering, Windows Server, Systems Analysis, ITIL, Visio, Security, Software Development, Performance Tuning, Software Documentation, .NET, Database Design, Testing, Visual Basic, Information Technology, Enterprise Architecture, Business Objects, Solution Architecture, Data Modeling, Software Project..., Crystal Reports, SSIS, Unix
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
MS
Brian Gonor's JPMorgan Experience 2005 - Present
Job Executive Director Municipal Trading at JPMorgan
Industry Financial Services
Experience
JPMorgan 2005 - Present
Credit Suisse 2001 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Fixed Income, Investment Banking, Series 7, Capital Markets, Bonds, Trading, Fixed Income Analysis, Investments, Series 63, Valuation
Education
Montclair State University 1998 — 2001
MBA, Finance
Moravian College 1993 — 1997
B.A., Management
JPMorgan 2005 - Present
Credit Suisse 2001 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Fixed Income, Investment Banking, Series 7, Capital Markets, Bonds, Trading, Fixed Income Analysis, Investments, Series 63, Valuation
Education
Montclair State University 1998 — 2001
MBA, Finance
Moravian College 1993 — 1997
B.A., Management
Nick Costello's JPMorgan Experience July 1999 - July 2002
Job Trader at Artisan Partners
Industry Investment Management
Experience
Artisan Partners Limited Partnership January 2008 - Present
Robert W. Baird November 2002 - December 2007
JPMorgan July 1999 - July 2002
M&I Foreign Exchange Trading 1998 - 1999
Skills
Corporate Finance, Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Trading, Bloomberg, Investment Banking, Equity Research, Mutual Funds, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds
Education
Marquette University 1995 — 1999
BS, Finance
Scotus Central Catholic High School
Artisan Partners Limited Partnership January 2008 - Present
Robert W. Baird November 2002 - December 2007
JPMorgan July 1999 - July 2002
M&I Foreign Exchange Trading 1998 - 1999
Skills
Corporate Finance, Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Trading, Bloomberg, Investment Banking, Equity Research, Mutual Funds, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds
Education
Marquette University 1995 — 1999
BS, Finance
Scotus Central Catholic High School
Eric Steiner's JPMorgan Experience September 1995 - February 2001
Job CIO at Berdon LLP
Industry Accounting
Experience
Berdon LLP May 2001 - Present
JPMorgan September 1995 - February 2001
Andersen Consulting January 1990 - September 1995
Crossland Savings 1988 - 1990
Skills
Disaster Recovery, Management, Project Management, ITIL, Strategic Planning, Security, IT Strategy, Vendor Management, Program Management, Business Analysis, IT Operations, Information Technology, IT Management, Project Planning, CRM, Enterprise Architecture, Project Portfolio..., Management Consulting, Infrastructure, Cloud Computing, PMO, Process Improvement, Outsourcing, Business Intelligence, SDLC, Networking, Budgets, PMP, Cyber-security, IT Controls, Budgeting, Business Strategy, Data Center, IT Governance, SOX, SSAE 16, IT Service Management, Business Continuity, SLA, Vendor Relations, Internal Controls, IT Audit, Change Management, Application Development, Customer Relations, IT Risk Management, Compliance, IT Infrastructure..., Sarbanes-Oxley Act, IT Project & Program...
Education
New York Institute of Technology 1983 — 1989
B.S., Business Management
Bronx HS of Science 1980 — 1983
High School Diploma, Science and Engineering
Berdon LLP May 2001 - Present
JPMorgan September 1995 - February 2001
Andersen Consulting January 1990 - September 1995
Crossland Savings 1988 - 1990
Skills
Disaster Recovery, Management, Project Management, ITIL, Strategic Planning, Security, IT Strategy, Vendor Management, Program Management, Business Analysis, IT Operations, Information Technology, IT Management, Project Planning, CRM, Enterprise Architecture, Project Portfolio..., Management Consulting, Infrastructure, Cloud Computing, PMO, Process Improvement, Outsourcing, Business Intelligence, SDLC, Networking, Budgets, PMP, Cyber-security, IT Controls, Budgeting, Business Strategy, Data Center, IT Governance, SOX, SSAE 16, IT Service Management, Business Continuity, SLA, Vendor Relations, Internal Controls, IT Audit, Change Management, Application Development, Customer Relations, IT Risk Management, Compliance, IT Infrastructure..., Sarbanes-Oxley Act, IT Project & Program...
Education
New York Institute of Technology 1983 — 1989
B.S., Business Management
Bronx HS of Science 1980 — 1983
High School Diploma, Science and Engineering
Maribeth Fives-Gutierrez's JPMorgan Experience July 2005 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2005 - Present
Bear Stearns 2005 - 2009
Hudson United Bank August 2004 - July 2005
Somerset Hills Bank May 1999 - July 2004
The Wayne Bank September 1997 - March 1999
Skills
Financial Analysis, Fixed Income, Equities, Series 7, Series 63, Finance, Accounting, Securities, Loans, Asset Management, Wealth Management, Investments, Financial Modeling, Financial Services
Education
Montclair State University 2009 — 2013
MBA, Accounting/Finance
Susquehanna University 1993 — 1997
BS, Business Administration - Finance
JPMorgan July 2005 - Present
Bear Stearns 2005 - 2009
Hudson United Bank August 2004 - July 2005
Somerset Hills Bank May 1999 - July 2004
The Wayne Bank September 1997 - March 1999
Skills
Financial Analysis, Fixed Income, Equities, Series 7, Series 63, Finance, Accounting, Securities, Loans, Asset Management, Wealth Management, Investments, Financial Modeling, Financial Services
Education
Montclair State University 2009 — 2013
MBA, Accounting/Finance
Susquehanna University 1993 — 1997
BS, Business Administration - Finance
Jonathan VanDerMeid's JPMorgan Experience April 2008 - December 2008
Job Vice President Portfolio Manager at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
Bank of America January 2013 - May 2014
Bank of America April 2009 - December 2012
JPMorgan April 2008 - December 2008
JPMorgan January 2007 - April 2008
JPMorgan Chase July 2005 - January 2007
Skills
Investment Banking, Credit, Portfolio Management, Financial Modeling, Structured Finance, Loans, Investments, Finance, Financial Structuring, Financial Services, Underwriting, Leveraged Finance, Financial Institutions, Economics, Credit Analysis, Credit Risk, Capital Markets
Education
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Bank of America May 2014 - Present
Bank of America January 2013 - May 2014
Bank of America April 2009 - December 2012
JPMorgan April 2008 - December 2008
JPMorgan January 2007 - April 2008
JPMorgan Chase July 2005 - January 2007
Skills
Investment Banking, Credit, Portfolio Management, Financial Modeling, Structured Finance, Loans, Investments, Finance, Financial Structuring, Financial Services, Underwriting, Leveraged Finance, Financial Institutions, Economics, Credit Analysis, Credit Risk, Capital Markets
Education
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Kim Kalmar's JPMorgan Experience January 1991 - October 2014
Job Associate Director Individual and Estate Giving at Children's Hospital of Michigan Foundation
Industry Banking
Experience
Children's Hospital of Michigan Foundation November 2014 - Present
JPMorgan January 1991 - October 2014
Skills
Trust Management, Banking, Estate Planning, Investment Management, High Net Worth..., Investments, Portfolio Management, Wealth Management...
Education
Miami University 1987 — 1990
Bachelor of Arts (B.A.), Organizational Communication, General
Children's Hospital of Michigan Foundation November 2014 - Present
JPMorgan January 1991 - October 2014
Skills
Trust Management, Banking, Estate Planning, Investment Management, High Net Worth..., Investments, Portfolio Management, Wealth Management...
Education
Miami University 1987 — 1990
Bachelor of Arts (B.A.), Organizational Communication, General
Jill Cutler's JPMorgan Experience July 2009 - Present
Job Supervisor at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2009 - Present
JPMorgan September 2006 - July 2009
Skills
Leadership, Coaching, Organization, Management, Analysis, Process Improvement, SharePoint, CRM, Microsoft Excel, SQL, PowerPoint, Business Analysis, Business Objects
Education
Miami University 2000 — 2004
Bachelors, Marketing, Organizational Leadership
Thomas Jefferson Senior High School
JPMorgan July 2009 - Present
JPMorgan September 2006 - July 2009
Skills
Leadership, Coaching, Organization, Management, Analysis, Process Improvement, SharePoint, CRM, Microsoft Excel, SQL, PowerPoint, Business Analysis, Business Objects
Education
Miami University 2000 — 2004
Bachelors, Marketing, Organizational Leadership
Thomas Jefferson Senior High School
Sheri Denmark's JPMorgan Experience 2012 - Present
Job MD at JPMorgan
Industry Investment Banking
Experience
JPMorgan 2012 - Present
JPMorgan 2010 - 2012
JPMorgan 2008 - 2010
JPMorgan 2006 - 2008
JPMorgan 2004 - 2006
JPMorgan 2000 - 2004
JPMorgan 1994 - 1996
JPMorgan 1992 - 1994
JPMorgan 1991 - 1992
JPMorgan 1990 - 1991
Education
The George Washington University
Bachelor of Arts (BA), Psychology, Cum Laude
New York University
Master of Arts (MA), Industrial and Organizational Psychology
JPMorgan 2012 - Present
JPMorgan 2010 - 2012
JPMorgan 2008 - 2010
JPMorgan 2006 - 2008
JPMorgan 2004 - 2006
JPMorgan 2000 - 2004
JPMorgan 1994 - 1996
JPMorgan 1992 - 1994
JPMorgan 1991 - 1992
JPMorgan 1990 - 1991
Education
The George Washington University
Bachelor of Arts (BA), Psychology, Cum Laude
New York University
Master of Arts (MA), Industrial and Organizational Psychology
Serena Lin's JPMorgan Experience 2008 - 2009
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2010 - Present
Gurtin Fixed Income Management, LLC May 2009 - March 2010
JPMorgan 2008 - 2009
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Electrical Engineering and Computer Science, Management Science
Massachusetts Institute of Technology - Sloan School of Management
Morgan Stanley May 2010 - Present
Gurtin Fixed Income Management, LLC May 2009 - March 2010
JPMorgan 2008 - 2009
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Electrical Engineering and Computer Science, Management Science
Massachusetts Institute of Technology - Sloan School of Management
Gloria O'Lander's JPMorgan Experience February 2008 - December 2008
Job Executive Office Professional
Industry Executive Office
Samantha Kaminsky's JPMorgan Experience July 2013 - June 2014
Job Sales Operations at Eventbrite
Industry Internet
Experience
Eventbrite July 2014 - Present
JPMorgan July 2013 - June 2014
JP Morgan July 2010 - June 2013
Silver Bridge Advisors 2009 - 2009
Skills
Investment Banking, Financial Modeling, Equities, Bloomberg, Fixed Income, Financial Analysis, Hedge Funds, Capital Markets, Valuation
Education
Middlebury College
Eventbrite July 2014 - Present
JPMorgan July 2013 - June 2014
JP Morgan July 2010 - June 2013
Silver Bridge Advisors 2009 - 2009
Skills
Investment Banking, Financial Modeling, Equities, Bloomberg, Fixed Income, Financial Analysis, Hedge Funds, Capital Markets, Valuation
Education
Middlebury College
Bruce Hendrick's JPMorgan Experience July 1999 - July 2002
Job Attorney (former Investment Banker)
Industry Law Practice
Experience
The Hendrick Firm February 2006 - Present
Citigroup Global Markets (Fixed Income) August 2002 - March 2006
JPMorgan July 1999 - July 2002
Goldman Sachs February 1998 - August 1999
Pillsbury Winthrop Shaw Pittman 1993 - 1998
Skills
Financial Structuring, Private Equity, Hedge Funds, Capital Markets, Structured Finance, Alternative Investments, Corporate Finance, Mergers, Structured Products, Due Diligence, Securitization, Investments, Asset Managment, Derivatives, Tax, Securities, Investment Banking, International Tax, Valuation, Fixed Income, Commercial Litigation, Project Finance, Mergers & Acquisitions, Corporate Law
Education
New York University School of Law 1992 — 1993
LLM, Taxation
Southern Methodist University Dedman School of Law 1988 — 1991
JD, Law
Miami University 1982 — 1986
BS, Accounting
Cranbrook School 1978 — 1982
Preparatory School
The Hendrick Firm February 2006 - Present
Citigroup Global Markets (Fixed Income) August 2002 - March 2006
JPMorgan July 1999 - July 2002
Goldman Sachs February 1998 - August 1999
Pillsbury Winthrop Shaw Pittman 1993 - 1998
Skills
Financial Structuring, Private Equity, Hedge Funds, Capital Markets, Structured Finance, Alternative Investments, Corporate Finance, Mergers, Structured Products, Due Diligence, Securitization, Investments, Asset Managment, Derivatives, Tax, Securities, Investment Banking, International Tax, Valuation, Fixed Income, Commercial Litigation, Project Finance, Mergers & Acquisitions, Corporate Law
Education
New York University School of Law 1992 — 1993
LLM, Taxation
Southern Methodist University Dedman School of Law 1988 — 1991
JD, Law
Miami University 1982 — 1986
BS, Accounting
Cranbrook School 1978 — 1982
Preparatory School
Dee Stewart's JPMorgan Experience January 2014 - September 2014
Job Customer Advocacy VP Huntington Nation Bank
Industry Financial Services
Experience
Huntington National Bank July 2015 - Present
JPMORGAN. January 2014 - September 2014
JPMorgan May 2004 - January 2014
JPMorgan Chase January 1990 - May 2004
Bank One NA January 1988 - January 1990
Skills
Banking, Finance, Investments, Loans, CRM, Portfolio Management, Financial Services, Risk Management, Wealth Management, Leadership, Strategic Planning, Commercial Banking, Credit, Credit Analysis, Management, Relationship Management, Business Strategy, Auditing, Asset Protection, Multi Tasking Skills, Creative Problem Solving, Account Management, Team Leadership, Time Management, Project Management, Retirement Planning, Retirement Income..., Education Funding..., Estate Planning, Wealth Preservation..., Wealth Transfer..., Succession Planning, Small Business, Business Exit Stategies, 401k Rollovers
Education
Breakthrough Performance Group 2014 — 2015
Lean Six Sigma Black Belt Candidate
Marshall University 1981 — 1985
Bachelor, Business Administration and Finance
Huntington National Bank July 2015 - Present
JPMORGAN. January 2014 - September 2014
JPMorgan May 2004 - January 2014
JPMorgan Chase January 1990 - May 2004
Bank One NA January 1988 - January 1990
Skills
Banking, Finance, Investments, Loans, CRM, Portfolio Management, Financial Services, Risk Management, Wealth Management, Leadership, Strategic Planning, Commercial Banking, Credit, Credit Analysis, Management, Relationship Management, Business Strategy, Auditing, Asset Protection, Multi Tasking Skills, Creative Problem Solving, Account Management, Team Leadership, Time Management, Project Management, Retirement Planning, Retirement Income..., Education Funding..., Estate Planning, Wealth Preservation..., Wealth Transfer..., Succession Planning, Small Business, Business Exit Stategies, 401k Rollovers
Education
Breakthrough Performance Group 2014 — 2015
Lean Six Sigma Black Belt Candidate
Marshall University 1981 — 1985
Bachelor, Business Administration and Finance
Michael Ehrenberg's JPMorgan Experience July 2006 - March 2013
Job Director at Bank of America
Industry Oil & Energy
Experience
Bank of America March 2013 - Present
JPMorgan July 2006 - March 2013
Education
Massachusetts Institute of Technology 2002 — 2006
BS, Electrical Engineering and Computer Science
Bank of America March 2013 - Present
JPMorgan July 2006 - March 2013
Education
Massachusetts Institute of Technology 2002 — 2006
BS, Electrical Engineering and Computer Science
Taurean Joiner's JPMorgan Experience June 2008 - September 2011
Job Leading an analog world to a digital future
Industry Professional Training & Coaching
Experience
Apple September 2011 - Present
Taurean Joiner Digital Media August 2011 - Present
JPMorgan June 2008 - September 2011
Hidden Beach Recordings August 2005 - January 2008
Wachovia, A Wells Fargo Company July 2004 - July 2005
Skills
Series 63, Credit, Banking, Mortgage Lending, Small Business Lending, Series 6, Credit Analysis, Loan Origination, Commercial Lending, Consumer Lending, Wealth Management, Commercial Banking, Investments, Mac, Mac OS X, Mac OS, Apple, B2B, B2B Marketing Strategy, Educational Technology, Technology Needs..., Mobile Technology, Sales Management, Event Management, Project Management, Sales Presentations, Business Strategy, Business Intelligence, Business Development, Public Relations, Social Media Marketing, Social Networking Sites, Business Acumen, High Performance Teams, Highly motivated..., Strategic Planning, Entrepreneurship, Internet Entrepreneur, Mobile Marketing, Website Development, Leadership, Strategy, Social Networking, OS X
Education
Morehouse College 1999 — 2003
Bachelor of Science, Biology
Apple September 2011 - Present
Taurean Joiner Digital Media August 2011 - Present
JPMorgan June 2008 - September 2011
Hidden Beach Recordings August 2005 - January 2008
Wachovia, A Wells Fargo Company July 2004 - July 2005
Skills
Series 63, Credit, Banking, Mortgage Lending, Small Business Lending, Series 6, Credit Analysis, Loan Origination, Commercial Lending, Consumer Lending, Wealth Management, Commercial Banking, Investments, Mac, Mac OS X, Mac OS, Apple, B2B, B2B Marketing Strategy, Educational Technology, Technology Needs..., Mobile Technology, Sales Management, Event Management, Project Management, Sales Presentations, Business Strategy, Business Intelligence, Business Development, Public Relations, Social Media Marketing, Social Networking Sites, Business Acumen, High Performance Teams, Highly motivated..., Strategic Planning, Entrepreneurship, Internet Entrepreneur, Mobile Marketing, Website Development, Leadership, Strategy, Social Networking, OS X
Education
Morehouse College 1999 — 2003
Bachelor of Science, Biology
Chandra Varatharajan's JPMorgan Experience 1996 - Present
Job VP at JPMorgan
Industry Banking
Experience
JPMorgan 1996 - Present
JPMorgan Chase 1996 - Present
VSoft 1990 - 1993
Skills
Financial Services, Banking, Business Analysis, Vendor Management, Relationship Management, SDLC
Education
XLRI Jamshedpur 1983 — 1985
MBA, Personnel Management
National Institute of Technology Tiruchirappalli 1978 — 1983
BE, Production Eng
JPMorgan 1996 - Present
JPMorgan Chase 1996 - Present
VSoft 1990 - 1993
Skills
Financial Services, Banking, Business Analysis, Vendor Management, Relationship Management, SDLC
Education
XLRI Jamshedpur 1983 — 1985
MBA, Personnel Management
National Institute of Technology Tiruchirappalli 1978 — 1983
BE, Production Eng
Shivin Kwatra's JPMorgan Experience July 2002 - July 2011
Job Portfolio Manager, Pacific Global Advisors
Industry Financial Services
Experience
Pacific Global Advisors LLC August 2011 - Present
JPMorgan July 2002 - July 2011
Education
University of Virginia 1998 — 2002
Bachelor of Science (B.Sc.), Finance, General
Modern School
Pacific Global Advisors LLC August 2011 - Present
JPMorgan July 2002 - July 2011
Education
University of Virginia 1998 — 2002
Bachelor of Science (B.Sc.), Finance, General
Modern School
Mary Elizabeth Youngberg's JPMorgan Experience March 2008 - May 2009
Job Controller at Fortistar Biomass Group
Industry Real Estate
Experience
Fortistar Biomass Group March 2013 - Present
Fortistar Biomass Group January 2012 - March 2013
Penobscot Management LLC. May 2009 - December 2011
JPMorgan March 2008 - May 2009
Skills
Financial Analysis, General Ledger, Financial Reporting, Financial Modeling, Internal Controls, Cash Management, Accounts Payable, Accounts Receivable, Accounting, Auditing, Account Reconciliation, Due Diligence, Payroll
Education
Mount Saint Mary College 1992 — 1994
BS, Accounting
Fortistar Biomass Group March 2013 - Present
Fortistar Biomass Group January 2012 - March 2013
Penobscot Management LLC. May 2009 - December 2011
JPMorgan March 2008 - May 2009
Skills
Financial Analysis, General Ledger, Financial Reporting, Financial Modeling, Internal Controls, Cash Management, Accounts Payable, Accounts Receivable, Accounting, Auditing, Account Reconciliation, Due Diligence, Payroll
Education
Mount Saint Mary College 1992 — 1994
BS, Accounting
Andy Phelps's JPMorgan Experience June 1995 - January 1998
Job Managing Director Head of Syndication for Global Structured Credit and Solutions at Natixis
Industry Financial Services
Experience
Natixis North America December 2012 - Present
Stifel Nicolaus February 2009 - July 2012
Merrill Lynch February 2004 - January 2009
Goldman Sachs February 1998 - January 2004
JPMorgan June 1995 - January 1998
Skills
Securitization, Fixed Income, Structured Products, Hedge Funds, Distressed Debt, Asset Based Lending, Small Business Lending, CLO, CDO, Fundraising, Middle Market, Sales Management, Relationship Marketing, Investment Banking, Syndications, Capital Markets, Alternative Investments, Bonds, Structured Finance, Loan Origination, Portfolio Management, Credit Derivatives, Asset Management, Equity Derivatives, Derivatives, ABS, Credit, Equities, Options
Education
Massachusetts Institute of Technology 1991 — 1995
BS, Materials Engineering
Middleton High School 1987 — 1991
Natixis North America December 2012 - Present
Stifel Nicolaus February 2009 - July 2012
Merrill Lynch February 2004 - January 2009
Goldman Sachs February 1998 - January 2004
JPMorgan June 1995 - January 1998
Skills
Securitization, Fixed Income, Structured Products, Hedge Funds, Distressed Debt, Asset Based Lending, Small Business Lending, CLO, CDO, Fundraising, Middle Market, Sales Management, Relationship Marketing, Investment Banking, Syndications, Capital Markets, Alternative Investments, Bonds, Structured Finance, Loan Origination, Portfolio Management, Credit Derivatives, Asset Management, Equity Derivatives, Derivatives, ABS, Credit, Equities, Options
Education
Massachusetts Institute of Technology 1991 — 1995
BS, Materials Engineering
Middleton High School 1987 — 1991
Chip Weule's JPMorgan Experience October 2006 - August 2011
Job President at AC Investment Group
Industry Financial Services
Experience
AC Investment Group February 2007 - Present
JPMorgan October 2006 - August 2011
AC Investment Group, Inc 2007 - 2009
Pulte Homes October 2003 - October 2006
Mercer Human Resource Consulting 2003 - 2006
Skills
Management, Forecasting, Training, Investments, Negotiation, CRM, Marketing Strategy, Budgets, Employee Benefits, Customer Service, Program Management, Strategic Planning, Valuation, Finance, Contract Negotiation, Leadership, Marketing, Real Estate, Residential Homes, Risk Management, Sales, Strategy, Team Building
Education
Miami University 1999 — 2001
BS, Math and Stats
AC Investment Group February 2007 - Present
JPMorgan October 2006 - August 2011
AC Investment Group, Inc 2007 - 2009
Pulte Homes October 2003 - October 2006
Mercer Human Resource Consulting 2003 - 2006
Skills
Management, Forecasting, Training, Investments, Negotiation, CRM, Marketing Strategy, Budgets, Employee Benefits, Customer Service, Program Management, Strategic Planning, Valuation, Finance, Contract Negotiation, Leadership, Marketing, Real Estate, Residential Homes, Risk Management, Sales, Strategy, Team Building
Education
Miami University 1999 — 2001
BS, Math and Stats
Yemi Olajuyigbe's JPMorgan Experience July 2005 - May 2015
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch May 2015 - Present
JPMorgan July 2005 - May 2015
Skills
Business Analysis, Interest Rate..., Investment Banking, Team Leadership, Fixed Income, Application Support..., Object Oriented Systems, PnL and Risk Management, Fixed Income Technology
Education
Morgan State University 2001 — 2005
Bachelor's degree, Computer Science
Bank of America Merrill Lynch May 2015 - Present
JPMorgan July 2005 - May 2015
Skills
Business Analysis, Interest Rate..., Investment Banking, Team Leadership, Fixed Income, Application Support..., Object Oriented Systems, PnL and Risk Management, Fixed Income Technology
Education
Morgan State University 2001 — 2005
Bachelor's degree, Computer Science
Alex Milas's JPMorgan Experience March 2008 - July 2012
Job Executive Director Product Expansion at Intercope
Industry Investment Banking
Experience
Intercope September 2013 - Present
JPMorgan March 2008 - July 2012
Bear Stearns June 1986 - March 2008
Software Intelligence Lab 1981 - 1981
Software Intelligence Lab 1981 - 1981
Skills
Equities, Fixed Income, Back Office, Investment Banking, SWIFT payments, Derivatives, Capital Markets, Wealth Management, Trading Systems, Financial Services, Options, Bonds, Securities, Risk Management, Management, Middle Office, Settlement, Electronic Trading, Trading, Financial Markets, Corporate Actions, Mutual Funds, Hedge Funds, Series 7
Education
New York Institute of Technology-Old Westbury 1971 — 1979
Bachelor of Fine Arts (B.F.A.), Communication and Media Studies
Intercope September 2013 - Present
JPMorgan March 2008 - July 2012
Bear Stearns June 1986 - March 2008
Software Intelligence Lab 1981 - 1981
Software Intelligence Lab 1981 - 1981
Skills
Equities, Fixed Income, Back Office, Investment Banking, SWIFT payments, Derivatives, Capital Markets, Wealth Management, Trading Systems, Financial Services, Options, Bonds, Securities, Risk Management, Management, Middle Office, Settlement, Electronic Trading, Trading, Financial Markets, Corporate Actions, Mutual Funds, Hedge Funds, Series 7
Education
New York Institute of Technology-Old Westbury 1971 — 1979
Bachelor of Fine Arts (B.F.A.), Communication and Media Studies
Bradford Fulton, Jr.'s JPMorgan Experience October 2010 - Present
Job Internal Client Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan October 2010 - Present
JPMorgan Private Wealth Management July 2007 - December 2010
Skills
Wealth Management, Asset Management, Capital Markets, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Wealth, Fixed Income, Equities, Valuation, Alternative Investments, Series 7, Hedge Funds, Analysis, Bloomberg, Financial Analysis
Education
Morehouse College 2003 — 2007
B.A., Business Administration (Finance)
JPMorgan October 2010 - Present
JPMorgan Private Wealth Management July 2007 - December 2010
Skills
Wealth Management, Asset Management, Capital Markets, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Wealth, Fixed Income, Equities, Valuation, Alternative Investments, Series 7, Hedge Funds, Analysis, Bloomberg, Financial Analysis
Education
Morehouse College 2003 — 2007
B.A., Business Administration (Finance)
Charly Cui's JPMorgan Experience August 1998 - March 2001
Job at Discovery Capital Management
Industry Investment Management
Experience
Discovery Capital Management November 2009 - Present
Atlas Capital Management January 2007 - October 2009
Discovery Capital Management May 2001 - December 2006
JPMorgan August 1998 - March 2001
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Bloomberg, Derivatives, Emerging Markets, Asset Managment, Capital Markets, Trading, Valuation, Options, Investments, FX Options, Investment Banking, Financial Markets, Portfolio Management, Financial Analysis, Bonds, Structured Products, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
BS, Finance, Information Systems
Nanyang Technological University 1996 — 1997
International Business
Discovery Capital Management November 2009 - Present
Atlas Capital Management January 2007 - October 2009
Discovery Capital Management May 2001 - December 2006
JPMorgan August 1998 - March 2001
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Bloomberg, Derivatives, Emerging Markets, Asset Managment, Capital Markets, Trading, Valuation, Options, Investments, FX Options, Investment Banking, Financial Markets, Portfolio Management, Financial Analysis, Bonds, Structured Products, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
BS, Finance, Information Systems
Nanyang Technological University 1996 — 1997
International Business
Dominic DiFebo's JPMorgan Experience 2008 - 2010
Job SaaS Risk Management Client Implementation
Industry Financial Services
Experience
Chatham Financial March 2015 - Present
Chatham Financial March 2013 - Present
JPMorgan Chase May 2011 - February 2013
JP Morgan May 2010 - October 2011
JPMorgan 2008 - 2010
Skills
Equities, Fixed Income, Bloomberg, Customer Relations, Securities, Restaurants, Construction Management, Seafood, Racing, Fishing, Hunting, Wine, Restaurant Management, Customer Service
Education
Mount St. Mary's University 2002 — 2006
Business, Business and Fine Arts
Chatham Financial March 2015 - Present
Chatham Financial March 2013 - Present
JPMorgan Chase May 2011 - February 2013
JP Morgan May 2010 - October 2011
JPMorgan 2008 - 2010
Skills
Equities, Fixed Income, Bloomberg, Customer Relations, Securities, Restaurants, Construction Management, Seafood, Racing, Fishing, Hunting, Wine, Restaurant Management, Customer Service
Education
Mount St. Mary's University 2002 — 2006
Business, Business and Fine Arts
Carolyn Gaetano's JPMorgan Experience 1981 - June 2012
Job Seasoned financial professional looking for permanent employment in the new york area. Not limited to the financial ser
Industry Consumer Services
Experience
new york area January 2013 - Present
JPMorgan Chase September 1981 - June 2012
JPMORGAN 1981 - June 2012
Chase Manhattan Bank 1981 - June 2012
Skills
Financial Markets, Operations, Developing Client..., Written and Oral..., Solicitation for new..., Clerical Skills, Financial Audits, Sales Operations, Fixed Income, Securities, Bloomberg, MBS, Agency MBS, Elder Care, Home Care, Trading, Equities, Securities Lending, Finance, Series 7, Investment Banking, Settlement, Bonds
Education
Molloy College 1977 — 1981
BA, business mgmt.
Molloy College
Bachelor of Business Administration (BBA)
new york area January 2013 - Present
JPMorgan Chase September 1981 - June 2012
JPMORGAN 1981 - June 2012
Chase Manhattan Bank 1981 - June 2012
Skills
Financial Markets, Operations, Developing Client..., Written and Oral..., Solicitation for new..., Clerical Skills, Financial Audits, Sales Operations, Fixed Income, Securities, Bloomberg, MBS, Agency MBS, Elder Care, Home Care, Trading, Equities, Securities Lending, Finance, Series 7, Investment Banking, Settlement, Bonds
Education
Molloy College 1977 — 1981
BA, business mgmt.
Molloy College
Bachelor of Business Administration (BBA)
Justin Hempstead's JPMorgan Experience 2007 - 2007
Job Senior Tax Accountant at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank November 2011 - 2013
Ernst & Young October 2008 - October 2011
JPMorgan 2007 - 2007
Skills
Tax, Accounting, GAAP, Tax Research, SEC filings, Financial Reporting, CPA, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting, Internal Controls, Auditing, Tax Preparation, External Audit
Education
Morehouse College 2004 — 2008
BA, Accounting
SunTrust Bank November 2011 - 2013
Ernst & Young October 2008 - October 2011
JPMorgan 2007 - 2007
Skills
Tax, Accounting, GAAP, Tax Research, SEC filings, Financial Reporting, CPA, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting, Internal Controls, Auditing, Tax Preparation, External Audit
Education
Morehouse College 2004 — 2008
BA, Accounting
Dmitrii Kachintsev's JPMorgan Experience August 2006 - May 2011
Job Director, US Rates at TD Securities LLC
Industry Investment Banking
Experience
TD Securities LLC May 2011 - June 2013
JPMorgan August 2006 - May 2011
J.P.Morgan, Proprietary Trading Group September 2000 - August 2006
Morgan Stanley September 1997 - September 2000
Skills
Valuation, Structured Products, Investment Banking, Rates, Hedge Funds, Financial Modeling, Quantitative Finance, Bloomberg, Options, Quantitative Research, Equity Derivatives, Strategy, Financial Markets, Capital Markets, Asset Management, Portfolio Management, Fixed Income, Credit Derivatives, Risk Management, Bonds, FX Options, Derivatives, Trading Systems, Alternative Investments, Financial Risk, Electronic Trading, Equities, VBA, Trading, Investments, Market Risk, Interest Rate..., Middle Office
Education
The University of Chicago 1995 — 1997
Ph.D. (ABD), Finance: Graduate School of Business
Ohio University 1991 — 1995
Ph.D., Theoretical Physics (Solid State)
Moscow Institute of Physics and Technology (State University) (MIPT)
Moscow Institute of Physics and Technology (State University) (MIPT)
TD Securities LLC May 2011 - June 2013
JPMorgan August 2006 - May 2011
J.P.Morgan, Proprietary Trading Group September 2000 - August 2006
Morgan Stanley September 1997 - September 2000
Skills
Valuation, Structured Products, Investment Banking, Rates, Hedge Funds, Financial Modeling, Quantitative Finance, Bloomberg, Options, Quantitative Research, Equity Derivatives, Strategy, Financial Markets, Capital Markets, Asset Management, Portfolio Management, Fixed Income, Credit Derivatives, Risk Management, Bonds, FX Options, Derivatives, Trading Systems, Alternative Investments, Financial Risk, Electronic Trading, Equities, VBA, Trading, Investments, Market Risk, Interest Rate..., Middle Office
Education
The University of Chicago 1995 — 1997
Ph.D. (ABD), Finance: Graduate School of Business
Ohio University 1991 — 1995
Ph.D., Theoretical Physics (Solid State)
Moscow Institute of Physics and Technology (State University) (MIPT)
Moscow Institute of Physics and Technology (State University) (MIPT)
Deborah Tse's JPMorgan Experience October 2005 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan October 2005 - Present
ESDlife Services Limited April 2000 - September 2005
AIG November 1998 - March 2000
Education
McGill University
Bachelor of Commerce, Major in Finance and Minor in MIS
JPMorgan October 2005 - Present
ESDlife Services Limited April 2000 - September 2005
AIG November 1998 - March 2000
Education
McGill University
Bachelor of Commerce, Major in Finance and Minor in MIS
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS