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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JPMorgan Employees
Essex Property Trust May 2014 - December 2014
GI Partners February 2013 - May 2014
JPMorgan August 1999 - February 2013
Skills
Valuation, Real Estate Acquisitions, Asset Management, Due Diligence, Acquisitions, Financial Modeling, Private Equity, Portfolio Management, Finance, Capital Markets, Real Estate Economics, Investments, Alternative Investments, Real Estate, Financial Structuring, Corporate Finance, Structured Finance, Investment Banking, Hedge Funds, Equities, Commercial Real Estate, Real Estate Transactions, Investment Properties
Education
Northwestern University - Kellogg School of Management 2003 — 2006
Master of Business Administration (M.B.A.), Finance, Real Estate, and Strategy, 3.9 GPA
University of Michigan 1995 — 1999
BBA, Finance
U.S. Bank July 2013 - Present
JPMorgan September 2005 - July 2013
Northern Trust August 2002 - August 2005
Arthur Anderson Financial Advisors December 2000 - July 2002
JPMorgan Chase July 1998 - November 2000
JPMorgan Chase March 1996 - June 1998
JPMorgan Chase October 1993 - February 1996
JPMorgan Chase August 1992 - September 1993
Education
Thunderbird School of Global Management 1988 — 1989
Master of International Management, International Finance
Occidental College 1981 — 1985
Bachelor of Arts, Political Science and Rhetoric
Rowan University August 2014 - Present
Rowan University August 2013 - Present
University of Delaware January 2013 - August 2013
Stevens Institute of Technology January 2011 - September 2012
BASF July 2007 - August 2010
JPMorgan June 2003 - June 2007
Polytechnic Institute of New York University February 2000 - June 2003
Skills
Licensing, Intellectual Property, Start-ups, Technology Transfer, Strategy, Patents, Business Development, Venture Capital, Commercialization, Due Diligence, Biotechnology, Lifesciences, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, New Business Development, Management, R&D, Product Development, Medical Devices, Strategic Partnerships, Innovation Management, Portfolio Management, Corporate Law, Market Analysis, Cross-functional Team..., Patent Prosecution, Pharmaceutical Industry, Competitive Analysis, Life Sciences
Education
Rutgers University Law School 2009 — 2012
J.D., Law
New York University 2003 — 2007
BS, Chemical and Biological Engineering
JPMorgan June 2008 - Present
Bear Stearns 2006 - 2008
Bear Stearns 2001 - 2005
Bear Stearns 1996 - 2001
Bear Stearns 1994 - 1996
Citicorp 1991 - 1994
Skills
Equities, Prime Brokerage, Fixed Income, Hedge Funds, CBCP, MBCI
Education
New York University 1994 — 1994
Continued Education, Programming (C &Unix)
Penn State University 1986 — 1990
Bachelor's degree, Business Management - Minor: Economics
Shippensburg University of Pennsylvania 1985 — 1985
Undergraduate, Mechanical Engineering & Computer Science
Google June 2014 - Present
Google October 2013 - May 2014
Google June 2011 - September 2013
J.P. Morgan March 2008 - May 2011
J.P. Morgan April 2010 - November 2010
JPMorgan July 2007 - March 2008
JPMorgan July 2006 - July 2007
J.P. Morgan January 2005 - June 2005
UBS January 2003 - June 2003
Bainco International Investors January 2002 - June 2002
Skills
E-commerce, foreign excha, YouTube, PPC, Strategic Partnerships, SEM, Sales, Strategy, Trading, Leadership, Mobile Devices, Training, Recruiting, New Business Development, Salesforce.com, Lead Generation, Online Advertising, Social Media, Social Media Marketing
Education
Northeastern University 2001 — 2006
BS in Business Administration, Finance & Insurance, Accounting
TD Ameritrade April 2012 - Present
The Pixel Home, LLC November 2009 - April 2012
JPMorgan June 2009 - November 2009
Deloitte & Touche 2007 - May 2009
Bear Stearns June 2005 - November 2007
Creative Web Inc 2004 - 2004
Andante Media 2001 - 2004
Goldman Sachs 2001 - 2003
Starpoint Solutions November 1999 - June 2001
TIS 1999 - 2001
Skills
Information Architecture, Heuristic Evaluation, Contextual Inquiry, Visualization, User Experience, User Interface Design, Prototyping, Usability Testing, Personas, Human-computer..., Interaction Design, User-centered Design, Axure, Wire Framing, Information Design, Usability Design, User Interface, OmniGraffle, Experience Design, Prototype, Persona, 3D visualization, Visio, Usability Engineering, Human Computer..., Wireframes, Usability, User Experience Design, User Scenarios, Mobile Design, User Research, Card Sorting, Site Maps, Web Applications, Mobile Applications, Graphic Design, Rapid Prototyping, Art Direction, Visual Design, Web Design, Accessibility, Service Design, Task Analysis, Front-end, Graphics, Content Strategy, Brand Development, Design Strategy, CMS, Mockups
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2009
Mini-Masters, HCI - Human Computer Interaction
New York University 2001 — 2001
Certification, Interactive Design for the Web
New York University 2000 — 2000
Certification, Web Design
Pratt Institute 1994 — 1996
AOS, Grapic Design
Deutsche Bank August 2014 - Present
Barclays December 2013 - August 2014
JPMorgan September 2010 - December 2013
Monarch Inn, LLC January 2009 - July 2010
Tiny Boxwood's July 2008 - January 2009
Fox Theatricals September 2007 - December 2007
Telsey + Company September 2006 - December 2006
Skills
Loans, Organizational..., Credit Management, Credit Risk, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Coordination, Project Planning, Project Management, Migration Projects, Debt Management, Debt, Loan Servicing, Loan Origination, Product Control, Financial Controlling, Coordination, Interagency Coordination, Training, Employee Training, Employee Handbooks, Organizational..., Curriculum Development, Business Development, Restaurants, Fixed Income, Strategic Planning, Financial Modeling, Bloomberg, Management, Investment Banking, Capital Markets, Private Equity, Financial Analysis, Valuation, Start-ups, Business Analysis
Education
New York University 2005 — 2008
Bachelor's Degree, Fine Arts
George F. Baker High School 2003 — 2005
High School
Immaculate Heart Academy 2001 — 2003
High School
JPMorgan
Skills
Global Custody, Collateral Management, Tax, Banking, Tax Law, FATCA, Mutual Funds, Securities, Liquidity, Financial Services, Back Office, Dodd-Frank, Fixed Income, Investments, Fund Administration, Equities, Hedge Funds, Financial Markets, Derivatives, Capital Markets, Securities Lending, Investment Banking, Prime Brokerage, Alternative Investments
Education
New York University School of Law
Master of Laws (LLM), Tax
SUNY at Buffalo Law School
Doctor of Law (JD), Law
Expense Reduction Consulting September 2010 - December 2012
JPMorgan 2002 - June 2009
Skills
Portfolio Management, Asset Managment, Wealth Management, Investment Management, Risk Management
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Northwestern University
BA, Economics
Robert Allen Hayes October 2014 - Present
SAGE Private Wealth Group March 2012 - October 2014
Raymond James Financial Inc. March 2012 - October 2014
JPMorgan October 2002 - March 2012
Edward Jones September 2001 - August 2002
Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence
Education
North Central University 1994 — 1999
Bachelor of Arts (B.A.)
Comerica Bank March 2015 - Present
Portfolio Solutions, LLC September 2012 - October 2014
Freedom One Investment Advisors July 2011 - September 2012
JPMorgan November 2009 - July 2011
CIG Corp. June 2006 - November 2009
Franklin Templeton Group 2005 - 2006
Skills
Mutual Funds, Asset Allocation, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Securities, Finance, Asset Management, Investment Management, Retirement Planning, Investment Strategies, Equities, ETFs, Morningstar, Wealth Management, Trading, Investment Advisory, Capital Markets, Valuation, Risk Management, Equity Research, Financial Planning, Microsoft Office Suite, Financial Analysis, Financial Services, Bonds, Financial Advisory, Albridge Solutions..., Analysis, Due Diligence, Fixed Income, Alternative Investments, Private Equity, Options, Financial Risk, Bloomberg, Hedge Funds
Education
Oakland University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General Business, 3.23; Departmental Honors.
CFA Institute
Investments and Securities, Passed Level I of the Chartered Financial Analyst Examination
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, Financial Planning and Services, TBD
Schneider Electric March 2014 - Present
RestoreCore, Inc. January 2013 - November 2013
RestoreCore March 2012 - January 2013
RestoreCore September 2009 - March 2012
Merrill Lynch November 2008 - May 2009
JPMorgan June 2008 - November 2008
Bear Stearns September 1996 - May 2008
Skills
Economics, Risk Management, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Equities, Investment Banking, Trading, Asset Managment, Securities, Bloomberg, Valuation, Financial Modeling, Alternative Investments, Financial Analysis, Credit Risk, Series 7, Contract Negotiation, Credit, Due Diligence, Asset Management, Leadership, Management, Mergers, Customer Service
Education
New York University 1991 — 1996
Bachelors, Spanish Language and Literature and Biology
Bishop Kearney High School 1987 — 1991
High School Diploma
Citi April 2014 - Present
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase October 2011 - January 2013
JPMorgan Chase September 2011 - January 2013
JPMorgan January 2006 - January 2011
Skills
Asset Management, Mergers & Acquisitions, Securities, Treasury, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Investments, Financial Services, Due Diligence
Education
Northeastern University 2002 — 2007
2007, International Business/Finance
Standard & Poor's August 2013 - Present
Fitch Ratings January 2008 - 2011
Fitch Ratings June 2005 - December 2007
CSFB August 2004 - May 2005
Credit Suisse 2001 - August 2001
JPMorgan October 1993 - September 2000
Grantchester Securities September 1992 - October 1993
Skills
Business Strategy, Investor Marketing, Marketing Strategy, Leveraged Finance, Business Development, Capital Markets, Institutional Investors, Outstanding Client..., Sales Presentations, Business Relationship..., Collaboration Solutions, High Yield, CLO's, Leveraged loans, Investor Relations, Fixed Income, Credit, Corporate Finance, Emerging Markets, Investments, Bonds, Portfolio Management, Private Equity, Asset Management, Equities, Strategy, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance, Technology
Northeastern University 1984 — 1989
Business, Finance
The Cambridge Group April 2015 - Present
The Cambridge Group August 2013 - March 2015
The Cambridge Group June 2012 - August 2012
JPMorgan March 2009 - July 2011
JPMorgan June 2008 - February 2009
Watson Wyatt June 2005 - June 2008
Skills
Financial Modeling, Investments, Management Consulting, Business Strategy, Due Diligence, Corporate Finance, Portfolio Management, Investment Banking, Private Equity, Analytics, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA (full-time), Econometrics & Statistics, Managerial & Organizational Behavior, Marketing Management
Northwestern University 2001 — 2005
Bachelor of Arts (BA), Political Science
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - Present
Deutsche Bank February 2002 - November 2002
MarketAxess March 2001 - November 2001
JP Morgan Chase 2000 - 2001
Merrill Lynch 2000 - 2000
JPMorgan 1987 - 2000
ExxonMobil August 1978 - 1987
Skills
Strategic Planning, Analysis, Securities, Management, Strategy, Portfolio Management, Risk Management, Business Process, Mergers & Acquisitions, CRM, Project Management, Enterprise Architecture, Change Management, Business Strategy, Financial Services, Vendor Management, Business Analysis, Program Management
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, MIS/Finance
Smith College 1972 — 1976
AB, Mathematics
JPMorgan June 1999 - May 2015
US Cellular July 1996 - April 1998
Skills
Succession Planning, Talent Management, Employee Relations, Organizational Design, Deferred Compensation, Legal Compliance, Talent Acquisition, Performance Management, Career Development, Recruiting, Human Resources, Executive Coaching, Coaching, Training, Employee Engagement, Onboarding, Strategy
Education
Northwestern University 1992 — 1997
BS, Organizational Behavior
Freelance C# Developer April 2011 - Present
Liberty Tax Service December 2011 - February 2012
Connections to the Future April 2011 - September 2011
JabberyJury November 2010 - December 2010
SetFocus August 2009 - June 2010
EDSAL Manufacturing June 2008 - September 2008
JPMorgan January 2004 - January 2008
SBC Ameritech June 2000 - February 2002
Hannah Systems Consulting November 1999 - February 2000
United Airlines / City of Chicago July 1999 - December 1999
Skills
C# 3.0, ASP.NET, LINQ, WPF, MVC2, WCF, JavaScript, JQuery, HTML, SQL Server 2008R2, SQL Server Management..., SQL Configuration..., T-SQL Stored Procedures, Dependency Injection, Repository, Advancing in SSIS and..., Crystal Reports, Microsoft SQL Server, ASP.NET MVC, Ninject
Education
Devry University
Bachelor's Degree, Information Systems
Oakton Community College 1995 — 1996
AAS, Computer Information Systems
Computer Learning Center 1987 — 1988
Diploma, Computer Programming
MSF Capital June 2011 - Present
Turnaroundinvesting.com June 2010 - April 2011
Lakeview Investment Group January 2010 - April 2010
RS Investments June 2009 - September 2009
Merrick Ventures March 2009 - June 2009
BBT Capital Management November 2005 - May 2008
JPMorgan July 2004 - October 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Value Investing, Valuation, Investments, Hedge Funds, Analysis, Business Analysis, Investment Banking, Finance, Strategy, Due Diligence, Portfolio Management, Equities, Corporate Finance, Trading
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Strategy
University of Chicago 2000 — 2004
BA, Political Science
JP Morgan Chase April 2010 - Present
FJA-US March 2009 - April 2010
SR LABS May 2008 - September 2008
Goldman Sachs April 2006 - May 2008
Bear Stearns December 2004 - March 2006
Finetix August 2000 - December 2004
JPMorgan 2001 - 2003
JPMorganChase 2001 - 2003
D’Arcy June 1999 - August 2000
Integrated Solutions January 1998 - June 1999
Skills
C++, Java, Perl, SQL, Java Enterprise Edition, Shell Scripting, Trading Systems, Low Latency, Electronic Trading, Sybase, Credit Derivatives, JSP, Eclipse, Subversion, Sun Certified Java...
Education
Novosibirsk State Technical University (NSTU) 1991 — 1997
MS, Computer Science
Cablevision January 2015 - Present
Morgan Stanley February 2014 - November 2014
Morgan Stanley April 2012 - January 2014
Morgan Stanley January 2012 - May 2012
Morgan Stanley May 2010 - December 2011
JPMorgan August 2006 - May 2010
Credit Suisse 2003 - 2006
Scudder Investments 2000 - 2002
Cantor Fitzgerald/eSpeed 1999 - 2000
Value Line 1997 - 1999
Skills
Financial Services, Recruiting, Vendor Management, Human Resources, Equities, Investment Banking, Relationship Management, Fixed Income, Talent Acquisition, IT Strategy, Trading Systems, Market Data, Hedge Funds, Banking, Performance Management, Management, Sourcing, Contract Recruitment, Derivatives, SDLC, Risk Management, Mergers & Acquisitions, Personnel Management, Executive Search, Financial Markets, Business Analysis, Applicant Tracking..., Enterprise Software, Electronic Trading, Information Technology, Leadership
Education
New York University 1993 — 1997
BA
Nueva Vista Latin Film Market NY June 2014 - Present
Cinelandia USA December 2013 - Present
American Friends of the Ludwig Foundation of Cuba November 2009 - December 2012
Havana Film Festival New York October 2009 - November 2012
JPMorgan July 2004 - October 2009
Academic Arrangements Abroad March 2003 - July 2004
Skills
Social Media, Event Planning, Film, Program Management, Leadership, Community Outreach, Recruiting, Fundraising, Writing, Event Management, Research, Microsoft Office, PowerPoint, Social Media Marketing, Spanish, Editing, Microsoft Excel, Non-profits, Tour Management, Public Relations, Strategy, Nonprofits, Blogging
Education
The University of Chicago 1989 — 1992
AB, Art History
Northwestern University 1994 — 1997
MA, Art History
i-advize Corporate Communications, Inc. 2014 - Present
BlackRock 2012 - 2014
Tyco International 2009 - 2012
NYU Stern School of Business 2007 - 2009
JPMorgan 2008 - 2008
Ernst & Young LLP 2005 - 2007
Deloitte 2001 - 2005
Skills
Transfer Pricing, Management Consulting, Supply Chain Management, Customer Relations, Spreadsheets, Financial Modeling, Database Research, Client Relationship..., International Project..., Intellectual Property..., International Tax, Foreign Languages, Restructuring, Cross-functional Team..., Valuation, Analysis, CRM, Business Valuation, Business Development, Financial Analysis, Databases, Finance, Customer Service, Due Diligence, Mergers & Acquisitions
Education
New York University 2007 — 2009
MBA, Finance, Marketing and Management
The University of Chicago 2004 — 2005
Certificate in Financial Decision Making, Finance
Universidad Católica Andrés Bello 1996 — 2001
Economist, Economics
Bethlehem Baptist Christian Academy 1995 — 1996
High School Diploma, High School
Liceo Los Arcos 1983 — 1995
High School Diploma in Sciences
TIAA-CREF 2012 - Present
Boys & Girls Club of Naperville April 2010 - October 2011
Morgan Stanley Smith Barney April 2010 - 2011
JPMorgan October 2005 - April 2010
JPMorgan Chase July 2002 - October 2005
Skills
Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Estate Planning, Asset Allocation, Finance, Wealth, CRM, Financial Planners, Portfolio Management, Leadership, Series 7, Investments, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS
Ilitch Holdings, Inc. October 2014 - Present
Caterpillar Inc. November 2012 - September 2014
TTK Partners, LLC April 2009 - November 2012
JPMorgan October 2007 - February 2009
Bear Stearns 2000 - 2007
Bank One 1993 - 2000
Skills
Corporate Finance, Equities, Credit, Leveraged Finance, Mergers, Financial Analysis, Business Strategy, Due Diligence, Negotiation, Financial Modeling, Customer Relations, Valuation, Private Equity, Capital Markets, Business Planning, Venture Capital, Investment Banking, New Business Development, Problem Solving, Private Placements, Team Building, Acquisitions, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1993
BBA, Finance
Grosse Pointe South 1984 — 1988
InterAct Public Safety March 2013 - Present
Moy Tung Kung Fu November 2011 - Present
Lonestar Vending Solutions June 2008 - Present
JPMorgan April 2011 - March 2013
InterAct Public Safety October 2006 - April 2011
BIO-key International 2006 - 2009
Bark N Purr Pet Center January 2001 - January 2005
Western Indemnity Insurance Company May 1999 - August 1999
Skills
SQL, Java, XML, Ant, Product Management, Customer Relations, C++, JavaScript, HTML, Access, Agile, Microsoft Office, C#, Linux, Windows, TCP/IP, Software Development, Databases, Word, MySQL, .NET, SaaS, SQL Server, Security, Microsoft SQL Server, Agile Methodologies, Web Services
Education
Northeastern University 2009 — 2011
MSF, Finance
The University of Texas at Austin 1999 — 2004
BA, Computer Science
Geneva State Bank/Geneva State Company - now Heartland Bank December 2009 - Present
Rosinus Financial Fund L.P March 2008 - June 2009
JPMorgan November 2006 - February 2008
Fifth Third Bank November 2004 - November 2006
Washington Mutual Bank April 2003 - November 2004
Citibank January 2000 - April 2003
Citibank January 1998 - January 2000
Citibank October 1985 - January 1998
Continental Bank January 1982 - January 1985
Skills
Commercial Banking, Wealth Management, Risk Management, Talent Management, Credit, Strategic Planning, Relationship Management, Small Business Lending, Leadership, Business Development, Private Equity, Loans, Banking, Mergers & Acquisitions, Commercial Lending, Financial Services, Credit Analysis, Marketing Strategy, Executive Management, Management, Finance, Investments, Financial Analysis, Commercial Mortgages, Treasury Management, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1980 — 1982
J.L. Kellogg Graduate School of Management, Master of Management, Finance
Southern Methodist University - Cox School of Business 1976 — 1980
Bachelors of Business Administration, Finance
Sidley Austin LLP September 2008 - Present
UT Law August 2005 - May 2008
JPMorgan 2003 - 2005
Optimum Logistics 2000 - 2003
Citi August 1999 - June 2000
First Chicago; First Chicago NBD; Bank One August 1993 - August 1999
Skills
Bankruptcy, Corporate Law, Restructuring, Commercial Litigation, Litigation, Banking, Legal Research, Finance, Contract Negotiation, Strategy, Negotiation, Strategic Planning, Corporate Finance, Financial Analysis, Public Speaking, Non-profits, Nonprofits, Marketing, Leadership, Marketing Strategy, Budgeting, Team Building, Collaborative Problem..., New Business Development, International Joint...
Education
University of Toledo College of Law 2005 — 2008
JD, Law, High Achievement; Order of the Coif
The University of Chicago 1993 — 1997
MBA, Finance, Marketing, Dean's List
Oberlin College 1989 — 1993
BA, Economics, Politics, High Honors in Economics
Heirlume April 2013 - Present
Storeplacer (now SwiftIQ) November 2011 - March 2013
Wedding Paper Divas (now Shutterfly) March 2011 - July 2011
Tiny Prints (now Shutterfly) September 2009 - March 2011
Sara Lee July 2007 - July 2008
JPMorgan June 2005 - June 2007
Skills
E-commerce, Strategy, Product Management, Analytics, Product Marketing, Business Strategy, Competitive Analysis, Corporate Development, Strategic Partnerships, Start-ups, Product Development, Cross-functional Team..., Go-to-market Strategy, Entrepreneurship, Business Development, Digital Marketing, SEO, SEM, Marketing, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Masters of Business Administration, Marketing and Entrepreneurship
Southern Methodist University - Cox School of Business 2001 — 2005
BS & BBA, Business and Economics
JPMorganChase January 2008 - Present
JP Morgan March 2005 - January 2008
JPMorgan September 1996 - March 2005
Chase 1996 - 1997
Bankers Trust February 1995 - September 1996
Societe Generale February 1994 - January 1995
Metpath 1990 - 1994
Skills
Investment Banking, Program Management, Sybase, Market Risk, Business Analysis, Databases, Risk Management, Derivatives, Trading, Financial Markets, Financial Risk, Trading Systems, SDLC, SOA, Fixed Income, Enterprise Software, Vendor Management, Enterprise Risk..., Stress Testing, Object Oriented Design, Process Engineering, VBA, Credit Risk, Equity Derivatives, Oracle, Interest Rate..., Market Data, Swaps, Liquidity Risk, Risk, Liquidity, Erwin, Physical Data Modeling, Logical Data Modeling, Conceptual Modeling, Multiprocessing, Parallel Processing
Education
NYU 1999 — 2001
Certificate in Financial Risk Management, Financial Risk Management, A
Institute of Information Transmission Problems, Academy of Science, USSR 1986 — 1989
PHD program, Information transmission over computer networks
Voronezh State University 1973 — 1979
MS, Mathematics
Basov Gymnasium 1970 — 1973
High School, Mathematics, Diploma with Honors
Genworth Financial January 2011 - Present
Genworth Financial August 2010 - Present
Genworth Financial November 2009 - Present
General Electric / Genworth Financial 2004 - January 2008
JPMorgan 1999 - 2004
JPMorgan Chase 1989 - 2004
JPMorgan Chase Bank, N.A. 1989 - 2004
Skills
Strategy, Program Management, Leadership, Enterprise Software, Financial Services, Risk Management, Underwriting, Financial Risk, Banking, Relationship Management, Insurance, Capital Markets, Securities, Mutual Funds, Financial Analysis, Process Improvement
Education
New York University 1981 — 1985
BS, Economics
Stirling Realty Advisors, LLC August 2008 - Present
Perseus Realty Capital November 2006 - July 2008
JPMorgan 2004 - 2005
Robertson Stephens 1997 - 1998
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA
The University of Chicago 1995 — 1999
BA, Economics
The Arch and Bruce Brown Foundation March 2003 - Present
J.P. Morgan June 1996 - Present
JPMorgan May 1996 - Present
Outsider Media June 1999 - December 2010
Blowsquish.com May 2000 - January 2009
Skills
Microsoft Office, Dreamweaver, Proofreading, Series 7, Series 63, Editing, Creative Writing, Adobe Fireworks, MySQL, PHP, Photoshop, Web Project Management, Magazines, Adobe Acrobat, Website Development, NICE Call Recording, Series 24, SharePoint, Project Management, WordPress, Content Management
Education
New York University 1989 — 1993
BA, English - Creative and Dramatic Writing
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Federal Home Loan Bank of Des Moines January 2012 - August 2012
Houlihan Lokey July 2011 - December 2011
Deutsche Bank July 2008 - May 2010
JPMorgan September 2006 - June 2008
Meridian Capital Group September 2005 - September 2006
Fitch Ratings June 2004 - August 2004
Principal Financial Group June 2003 - January 2004
University of Iowa June 2003 - September 2003
Skills
Commercial mortgage..., Affordable housing..., commercial real estate..., Commercial Real Estate..., Mortgage Underwriting, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Due Diligence, CMBS, Real Estate Economics, Capital Markets, Equities, Asset Managment, Credit Analysis, Private Equity, Asset Management, Loan Origination, Real Estate, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BBA, Real Estate and Finance
Payment Data Systems December 2014 - Present
Akimbo Financial, Inc. January 2010 - December 2014
Pisces Capital Group January 2009 - January 2010
JPMorgan October 2007 - January 2009
Skills
Financial Modeling, Private Equity, Electronic Payments, Financial Markets, Banking, Venture Capital, Entrepreneurship, Nanomaterials, Chemical Engineering, Computational Modeling, Computational Chemistry, Financial Engineering, Stochastic Modeling, Trading, Start-ups, Private Placements, Investments, Strategic Partnerships, Transaction Processing, Mobile Payments, Strategic Consulting, Corporate Development, Payment Systems, Fixed Income, Interest Rate..., Due Diligence, Capital Raising, Corporate Finance, Valuation, Payment Card Processing, Capital Markets, Business Modeling, Credit Cards, Executive Management, Financial Services, Payments, Debit Cards, Start-up Ventures, Emerging Markets, Mobile Commerce, Cards, Angel Investing, Venture Financing, Mergers & Acquisitions, Finance
Education
Northwestern University 2003 — 2007
PhD, Chemical Engineering
University of Colorado Boulder 2000 — 2003
BS, Chemical Engineering
Washington and Lee University 1999 — 2000
Chemistry
Deloitte June 2015 - Present
JPMorgan November 2007 - 2015
JPMorgan Chase November 2006 - December 2009
Societe Generale Fimat April 2002 - November 2006
Skills
Series 7, Series 63, Series 79, Hedge Funds, Private Equity, Equities, Asset Management, Fund Of Funds, Prime Brokerage, Venture Capital, Alternative Investments, Family Office, Relationship Management
Education
Northeastern University 1986 — 1991
BS, History, Politics
Northeastern University 1986 — 1991
Bachelor of Science (BS), History
Eli Capital Advisors, LLC June 2012 - Present
Commercial Real Estate Financial Services Company December 2010 - September 2013
Consultant July 2009 - December 2010
Winthrop Realty Partners, L.P. July 2008 - June 2009
Goldenbridge Advisors January 2008 - June 2008
JPMorgan September 2006 - October 2007
LaSalle Bank September 2005 - September 2006
Capital Trust September 2000 - August 2005
Landauer Realty Group November 1998 - September 2000
Skills
Debt and Equity..., Investment Analysis and..., Valuation, Loan Portfolio and..., Credit Analysis, Acquisitions and..., Business Development, Relationship Management, Capital Markets, Distressed Assets, Default Management, Workouts and..., Investor Reporting, Due Diligence, Commercial Real Estate, Private Equity, Mergers & Acquisitions, Portfolio Management, Asset Management, Real Estate, Restructuring, Property Management, Investments, Disposition, Structured Finance, Underwriting, Loans, Default, Equities, Real Estate Financing, Real Estate Economics, Acquisitions, Alternative Investments, Dispositions
Education
Northwestern University 1993 — 1997
B.A., Economics
Loyola Academy
LinkedIn July 2010 - Present
Yahoo! Inc. August 2006 - July 2010
Banc of America Securities LLC July 2002 - August 2006
Lucent Technologies (now Alcatel) July 1999 - April 2001
JPMorgan July 1997 - July 1999
Arthur Andersen, LLP (San Francisco, CA) June 1996 - August 1996
Skills
Financial Planning, Strategic Financial..., Mergers, Company Acquisitions, Capital Raises, IPO, Capital Structure, Investor Relations, Business Planning, Business Operations..., Financial Modeling, Business Analysis, Business Strategy, Strategic Planning, Procurement, Vendor Management, Financial Reporting, Forecasting, Valuation, Corporate Development, Financial Analysis, Budgeting, Corporate Finance, Budgets, Mergers & Acquisitions, Finance, Due Diligence, Strategy, Investment Banking, Private Equity, Executive Management, Operations Management, Capital
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1997
BS, Business Administration
Goldman Sachs 2015 - 2015
Goldman Sachs 2015 - 2015
Mubadala GE Capital January 2013 - June 2014
JP Morgan June 2009 - July 2012
JP Morgan July 2008 - May 2009
Matchstick Web Design October 2005 - June 2008
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Credit Analysis, Operational Due..., Due Diligence, Research, People Skills, Writing Skills, Excel, PowerPoint skills, Microsoft Excel, PowerPoint, Management, Mergers & Acquisitions, Investments, Investment Banking, Portfolio Management, Corporate Development, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2008
B.A., American Studies with a concentration on comparing China's and America's political economy
Pine View School for the Gifted 2000 — 2004
High School
Out of Door Academy
J.P. Morgan January 2015 - Present
JPMorgan January 2012 - Present
J.P. Morgan January 2011 - December 2011
JPMorgan June 2007 - December 2010
Skills
Equity Derivatives, Investment Banking, Trading Systems, Equities, Derivatives, Unix, SQL, Sybase, Software Development, SDLC, Agile Methodologies, Java, Spring, Leadership, Credit Derivatives, Visio, XML
Education
New York University - Polytechnic School of Engineering 2003 — 2007
Bachelor of Science (B.Sc.), Computer and Information Sciences, General
Polytechnic University 2003 — 2007
Bachelors of Science, Computer Science
JPMorgan Chase September 2006 - Present
JPMorgan 2006 - Present
Merrill Lynch September 2002 - September 2006
Credit Suisse First Boston 1999 - 2002
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Fixed Income, Trading Systems, Swaps, Derivatives, Investment Banking, Middle Office, Capital Markets, Structured Products, Credit Risk, c++, Multithreading, ATL COM, Electronic Trading, Equities, Market Data, Hedge Funds, Prime Brokerage, Trading, Risk Management, Financial Services
Education
Northeastern University
HPM Partners October 2012 - Present
Brook-Hollow Financial February 2011 - June 2012
J.P. Morgan November 2009 - January 2011
Terwin Money Management April 2007 - December 2008
Wharton Asset Management UK Ltd. February 2006 - March 2007
JPMorgan September 2004 - January 2006
Bank One April 2003 - September 2004
Bank One September 2001 - April 2003
Skills
Investments, Investor Sales, Investor Reporting, Investor Liaison, Sales, High-Impact Sales..., Technical Sales..., Entrepreneurship, Strategic Consulting, Private Banking, Banking, Securities License, Building Relationships, Maintaining Strong..., Customer Support, Investment Decisions, Interest Rate..., Asset-backed..., Investment Performance, Pitching Ideas, Idea Person, Organizational...
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Entrepreneurship & Innovation, Managmenet & Strategy, and Marketing
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance and International Business
Discovery Communications January 2012 - Present
Discovery Communications February 2008 - January 2012
Lehman Brothers August 2006 - February 2008
A.T. Kearney 2005 - 2005
JPMorgan June 2001 - June 2004
Skills
Mergers, Corporate Finance, Joint Ventures, New Business Development, Strategic Planning, Strategic Partnerships, Corporate Development, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Investment Banking, Strategy, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Management & Strategy, Finance and Marketing
Smith College 1997 — 2001
BA, Economics & Psychology
Kimberly-Clark June 2015 - Present
Kimberly-Clark January 2014 - June 2015
Kimberly-Clark June 2013 - December 2013
Kimberly-Clark July 2012 - June 2013
PCD Productions (www.pcdproductions.com) September 2012 - February 2013
Kellogg School of Management August 2010 - June 2012
Kimberly-Clark May 2011 - August 2011
Bixby Bridge Capital, LLC November 2009 - August 2010
Loyola Capital Management, LLC April 2009 - May 2009
JPMorgan July 2006 - June 2008
Skills
Competitive Analysis, Market Research, Financial Analysis, Business Strategy, Analytics, Due Diligence, Strategy, Corporate Finance, Cross-functional Team..., Product Management, Marketing, Forecasting, Segmentation, Strategic Planning, Portfolio Management, Marketing Strategy, Management, Market Analysis, Marketing Research, Customer Insight, Marketing Management, Digital Marketing, Advertising, Data Analysis, Brand Management, Consumer Products, Leadership, Product Development, Product Marketing, Integrated Marketing
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Marketing
University of Notre Dame - Mendoza College of Business 2002 — 2006
BBA, Finance, second major in Philosophy
Loyola Academy 1998 — 2002
CDIB Capital 2011 - 2013
CDIB Capital 2008 - 2011
JPMorgan 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Economics
King George V School 1996 — 2003
GCE Advanced Levels
PNC January 2012 - Present
PNC August 2007 - December 2011
National City Bank June 2006 - July 2007
JPMorgan May 2005 - August 2005
Skills
Credit Analysis, Underwriting, Loan Structuring, Client Relationship..., Commercial Banking, Credit, Loans, Middle Market, Finance, Forecasting, Commercial Lending, Portfolio Management, Banking, Cash Management, Credit Risk, CRM, Treasury Management, Corporate Finance, Financial Analysis, Management, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2010 — 2013
Masters of Business Administration, Finance and Strategy
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Business Administration, Finance & Accounting
Thor Equities September 2015 - Present
Stone Harbor Investment Partners March 2014 - September 2015
Torchlight Investors (f/k/a ING Clarion Capital) May 2011 - February 2014
Goldman Sachs June 2010 - December 2010
JPMorgan September 2009 - December 2009
Merrill Lynch July 2008 - January 2009
Skills
PowerPoint, Excel, Salesforce.com, Market Analysis, Marketing Research, Client Service, Operations, Microsoft Excel, Financial Modeling, Valuation, Outlook, Photoshop, Microsoft Office, Hedge Funds, Marketing, Financial Services, Access, Microsoft Word, Bloomberg, Fixed Income, Data Analysis, Bloomberg Terminal, Business Analysis, Portfolio Management, Financial Analysis, Due Diligence, Finance, Capital Markets, Equities
Education
Northeastern University 2006 — 2011
Bachelors, Dual Concentration in Finance and Business Management with a minor in Economics
London School of Economics and Political Science 2009 — 2009
Semester Abroad
Shanghai University of Finance and Economics 2009 — 2009
Semester Abroad
Benjamin N. Cardozo High School 2002 — 2006
Mars September 2014 - Present
IBM October 2012 - September 2014
Adecco January 2008 - October 2012
Ogilvy Public Relations Worldwide August 2006 - January 2008
JPMorgan 2004 - 2006
Skills
Corporate Communications, Internal Communications, Strategic Communications, Communications Planning, Media Relations, Messaging, Public Relations, Crisis Communications, Marketing Strategy, Content Development, B2B, Blogging, Thought Leadership, Brand Awareness, Social Media, Project Management, Strategy, Email Marketing, Leadership, Public Speaking, Social Networking, Integrated Marketing, Leadership Development, Marketing Communications, Digital Marketing, Press Releases
Education
New York University 2000 — 2004
BS, Communications
Bank of America 2012 - 2013
TAC Worldwide 2010 - 2011
Morgan Stanley Smith Barney May 2008 - July 2009
Ogilvy & Mather January 2008 - May 2008
Lehman Brothers July 2006 - December 2007
Moody's Investors Service February 2006 - May 2006
Citigroup November 2005 - February 2006
JPMorgan May 2005 - November 2005
Morgan Stanley May 2004 - May 2005
THE TOKYO MARINE & FIRE INSURANCE CO., NYC November 2003 - May 2004
Skills
Visio, Business Objects, Cognos, Crystal Reports, SAS, Oracle 9i, Project Management, SAP, FUP, SCF, TMF, Peruse, TACL, NetMon, Business Analysis, Database Administration, Business Intelligence, SharePoint, VBA, PeopleSoft, Requirements Analysis, Access, SQL, Banking, MS Project, Finance, Databases, Production Support
Education
University of Chittagong 1982 — 1987
Bachelor Of Science, Sciences
New York University
EMBA
Queens College
Continuing Education on Information Systems
J.P. Morgan October 2003 - Present
JPMorgan October 2002 - February 2012
Lehman Brothers June 2000 - June 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Valuation, Derivatives, Corporate Finance
Education
The University of Chicago 2005 — 2008
MBA, Finance
Northwestern University 1997 — 2000
BA, Economics
J.P. Morgan August 2015 - Present
J.P. Morgan April 2014 - July 2015
J.P.Morgan March 2013 - March 2014
JPMorgan October 2010 - February 2013
University of Texas at Arlington September 2008 - August 2010
Sony Properties February 2007 - December 2007
HSBC October 2006 - January 2007
Skills
Bloomberg, Financial Analysis, Financial Modeling, Options, Data Analysis, Economics, Accounting, VBA, Securities, Investments, Microsoft Excel, Finance, S&P, IFRS, GAAP, Research, Statistics, Portfolio Management, Securities Market, User Acceptance Testing, Financial Accounting, Mutual Funds, Quantitative Finance, Private Equity, Valuation, AML, Sanctions, Client List Screening, OFAC, CCAR, KYC, Risk Assessment, SQL, Data Management, Compliance, Basel, Data Dictionary, Metrics Reporting, Project Management
Education
The University of Texas at Arlington 2008 — 2010
MBA, Accounting
North South University 2002 — 2006
BBA, Finance & Economics
BNP Paribas Fortis August 2010 - Present
Goldman Sachs June 2009 - August 2010
Freeborders May 2005 - June 2009
JPMorgan 2001 - 2004
J.P. Morgan 1999 - 2001
Skills
Business Analysis, Investment Banking, Operations Management, CRM, Project Management, MS Project, Risk Management, Capital Markets, Banking, Fixed Income, SDLC, Derivatives, Management, IT Strategy, Microsoft Project, Business Process, Financial Services, Finance
Education
New York University - Polytechnic School of Engineering 1996 — 1999
MS, Operations Management
Pontificia Universidad Católica Madre y Maestra 1988 — 1993
BS, Industrial Engineering
Inter-American Investment Corporation - member of the IDB Group January 2013 - Present
Voxiva, Inc. January 2002 - Present
American School of Madrid September 2007 - June 2013
GALA FUND MANAGEMENT September 2010 - January 2013
MicroVest Capital Funds January 2008 - January 2013
Comision Fulbright January 2005 - January 2013
The Resource Foundation January 1998 - January 2013
Ashoka - Spain June 2003 - August 2012
University of Notre Dame August 2006 - June 2012
JPMorgan 1982 - 1999
Skills
Investment Banking, International..., Impact Investing, Social Entrepreneurship, Strategic Planning, Fundraising, Non-profits, Business Strategy, SME development, Corporate Finance, Latin America, Private Equity, Mergers, Banking and Finance, Emerging Markets, Professional Mentoring, Spanish, Hybrid organizations, Board Governance, Non-profit Board...
Education
Kellogg School of Management 1980 — 1982
Masters in Management, Finance, Marketing, International Business
University of Notre Dame 1974 — 1978
BA, Classics
Citi May 2011 - Present
JPMorgan June 2009 - May 2011
Citi October 2005 - December 2008
JPMorgan Chase 1997 - 2005
Swaps Monitor Publications January 1991 - February 1997
Shearson Lehman Brothers January 1989 - December 1990
Kidder Peabody June 1987 - December 1988
Skills
Liquidity, FX, Liquidity Management, Cash Management, Financial Institutions, Treasury Management, Commercial Banking, FX Options, Banking, Finance, Securities, Financial Services, Investment Management, Fixed Income, Trading, Derivatives, Capital Markets, Financial Markets, Business Development, Treasury, Private Equity, Swaps, Portfolio Management, Equities, Investment Banking, Financial Risk, Structured Finance, Hedge Funds, Middle Office, Credit Risk, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA
New York University 1985 — 1987
BA
Deutsche Bank January 2012 - Present
MF Global September 2011 - November 2011
Deutsche Bank November 2001 - September 2011
American International Group June 2000 - July 2001
JPMorgan July 1996 - June 2000
Skills
Fixed Income, Investment Banking, Basel III, Derivatives, Credit Derivatives, Business Analysis, Trading, Portfolio Management, Risk Management, Bloomberg, Trading Systems, Loans, Intex, Agile Methodologies, Structured Finance, Equities, Market Data, Financial Services, Program Management, Electronic Trading, Bonds, Emerging Markets, Securities
Education
New York University - Polytechnic School of Engineering 1991 — 1993
BS, Electrical Engineering
Kazan University, Russia 1985 — 1990
BS, Physics
Santander USA August 2013 - Present
Sovereign Santander Bank 2011 - Present
Northeastern University January 2010 - Present
Brown Brothers Harriman 2012 - 2013
JPMorgan 2005 - 2009
State Street Corp. 1998 - 2005
Medway GridIron 2004 – 2010 Medway Pop Warner 1996 - 2007 1996 - 2004
Skills
Process Analysis &..., Client Services •..., Asset/Cash & Trade..., Internal Auditing •..., Team Leadership •..., Staff Management •..., Technology Development..., Account Reconciliation, Microsoft Excel, Project Management, Financial Reporting, Analysis, Leadership, Business Process, Financial Analysis, Management, Finance, Banking, Business Analysis, Software Documentation, Process Improvement, Accounting, Financial Services
Education
Northeastern University 2012 — 2015
Master's Degree, Leadership and Corporate Communication, Minor Concentration in Project Management, Suma Cum Laude
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management, Magna Cum Laude
Avon Cosmetics November 2008 - February 2009
Moodys Investor Services September 2006 - September 2008
UBS Investment Bank April 2006 - August 2006
JPMorgan July 2005 - March 2006
Morgan Stanley Investment Management January 2005 - July 2005
Jewish Guild for the Blind November 2003 - January 2005
Sorscher & Shapiro 1988 - 1993
Education
Pace University 1990 — 1993
MIS, Information Systems
Wesleyan University 1964 — 1968
BA, History
New York University
MA, Education
JPMorgan 1999 - 2005
J.P. Morgan & Co. 1999 - 2005
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Lehman Brothers June 1996 - Present
JPMorgan June 1993 - December 1994
Education
New York University
J.P. Morgan September 2013 - Present
J.P. Morgan March 2010 - August 2013
JPMorgan August 2004 - February 2010
Bank One 2000 - 2004
American National Bank and Trust Company - Chicago 1992 - 2000
Skills
Capital Markets, Business Analysis, Mergers, Project Management, Financial Services, Bonds, Fixed Income, Equities, Management, Trading, Trading Systems, Vendor Management, Financial Risk, Risk Management, Investment Banking
Education
Northern Illinois University 1987 — 1992
BS - Finance, Major - Finance, Minor - Economics
Gretchen Kennedy Consulting May 2011 - Present
Band of Parents August 2011 - August 2013
Memorial Sloan-Kettering Cancer Center June 2009 - April 2011
American Cancer Society December 2008 - June 2009
JPMorgan May 2005 - August 2008
JPMorgan June 2003 - May 2005
JPMorgan June 2000 - June 2003
UBS Warburg July 1998 - May 2000
New Rochelle City School District January 1998 - June 1998
Goldman Sachs September 1997 - December 1997
Skills
Strategic Planning, Sponsorship, Program Management, Strategic Partnerships, Project Management, Marketing, Event Management, Public Speaking, Budgets, Social Media, Event Planning, Marketing Strategy, Public Relations, Marketing Communications, Corporate Social..., Social Networking, Research
Education
University at Albany, SUNY 1992 — 1995
BA/ MA, English/ minor in Art/ Secondary Education
New York University - Polytechnic School of Engineering 1992 — 1992
Engineering
Pratt Institute 1990 — 1992
Engineering
VCHS 1986 — 1990
JPMorgan January 2010 - Present
JPMorgan Chase 1996 - Present
JPMorgan May 2006 - August 2009
Skills
Securities, Mutual Funds, Banking, Investments, Asset Managment, Risk Management, Financial Analysis, Fixed Income, Securities Lending, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Portfolio Management, Hedge Funds, Trading, Wealth Management, Relationship Management, Financial Markets, Data Analysis
Education
Ohio Dominican University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
GE July 2008 - Present
JPMorgan June 2005 - July 2008
Deloitte Consulting March 2000 - May 2005
GE Insurance 1994 - 1996
Education
Northwestern University - Kellogg School of Management
MBA, marketing
University of Iowa - Henry B. Tippie College of Business
BS, Marketing
Field Street Capital Management, LLC February 2013 - Present
RBC Capital Markets October 2011 - February 2013
BNP Paribas July 2009 - September 2011
JPMorgan May 2008 - July 2008
JPMorgan May 2007 - July 2007
Skills
Equity Derivatives, Volatility Arbitrage, Dispersion, Hedging, Proprietary Trading, Relative Value Trading, Global Macro, Interest Rate..., FX Options, FX trading, Structured Products, Stochastic Calculus, Exotic Derivatives, Portfolio Management, Time Series Analysis
Education
New York University 2005 — 2009
PhD
Peking University 2001 — 2005
B.S.
Pillar Capital Advisors LLC January 2014 - Present
Gridley & Company LLC April 2010 - January 2014
MetricMesh June 2008 - December 2013
JPMorgan April 2004 - June 2008
JPMorgan January 2000 - March 2004
Education
Culver Military Academy 1994 — 1995
Northwestern University
Economics
University of Pittsburgh School of Medicine
Charles River Development September 2008 - Present
Burgeon Analytics, LLC September 2007 - April 2010
JPMorgan November 2007 - July 2008
Monitor110 2006 - 2007
Skills
Equities, Valuation, Financial Modeling, Business Analysis, Capital Markets, Investment Banking, Trading Systems, Emerging Markets, Risk Management, Portfolio Management, Fixed Income, Analysis, Investments, Derivatives, Trading, Financial Markets
Education
New York University 2005 — 2007
M.S., Financial Engineering
University of Mumbai
Engineering, Information Technology
JPMorgan April 2004 - Present
Citi April 1999 - April 2004
Citigroup 1999 - 2004
Merrill Lynch January 1993 - February 1998
Education
Pace University 1982 — 1986
Bachelors of Business Admin, Finance
Northeastern University 1981 — 1983
Ernst & Young December 2009 - Present
JPMorgan March 2009 - December 2009
Detica July 2007 - February 2009
Capco May 2004 - July 2007
Deutsche Bank September 2001 - December 2003
Skills
IT Strategy, Business Process..., Derivatives, Business Transformation, Trading Systems, Project Management, Business Analysis, Management Consulting, Capital Markets
Education
New York University 1997 — 2001
J.P. Morgan November 2014 - Present
JPMorgan February 2008 - November 2014
Banc of America Securities 2006 - 2007
Bank of America 2006 - 2007
Barclays Capital 2002 - 2006
PwC Consulting 2001 - 2001
Bear Stearns 2000 - 2000
Skills
Electronic Trading, Trading Systems, Options, Low Latency, Derivatives, Trading Technology, Trading, Prime Brokerage, Capital Markets, Equity Derivatives, Trading Applications, Series 7, Commodities, Securities, Bloomberg, Series 3, Front Office, Trading Platforms, FX trading, Futures, Series 63, Commodity, Equity Trading, FINRA, FX Options, Hedge Funds
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), International Business / Decision Information Technologies
New York University
Strategy and Leadership
DK WEALTH MANAGEMENT November 2009 - Present
JPMorgan October 2003 - October 2009
Education
New York University
CFP
JPMorganChase 1996 - Present
JPMorgan January 1997 - April 2008
Skills
Software Documentation, XP, Peregrine, Technical Support, Visio, Investment Banking, Active Directory, Disaster Recovery, Vendor Management, Microsoft Excel, Customer Service, Project Management, Servers, Access
Education
Northwestern University
JPMorgan July 2006 - Present
J.P. Morgan 2006 - Present
Terra Nova Institutional May 2004 - February 2005
Education
New York University 2002 — 2006
J.P. Morgan January 2011 - Present
JPMorgan 2008 - December 2010
J.P. Morgan Retirement Plan Services 2008 - December 2010
JP Morgan Retirement Plan Services September 2008 - January 2010
Hewitt Associates 2003 - 2008
Skills
Portfolio Management, Credit, 401k, Valuation, Pensions, Retirement, Series 63, Risk Management, Series 7, Executive Management, Loans, Asset Management, Leadership, Investments, Management, Financial Services, Employee Benefits, Mutual Funds, Sales
Education
Niagara University 1977 — 1981
BGC Partners August 2013 - Present
BGC Partners June 2008 - August 2013
NYFIX Inc. July 2004 - June 2008
Renaissance Trading Technologies, LLC 2002 - 2004
Robertson Stephans March 2000 - July 2002
J P Morgan 1993 - 2000
JPMorgan 1993 - 2000
JP Morgan 1993 - 2000
AT&T 1989 - 1993
Skills
Market Data, Java, Trading Systems, Architecture, Equities, Design Patterns, Electronic Trading, Business Intelligence, C++
Education
New York University 1987 — 1990
M.S, Computer Science
Utkal University 1976 — 1978
M.Sc., Physics
JPMorgan January 1996 - Present
JP Morgan Chase 1996 - Present
Skills
Financial Modeling, Equities, Financial Services, Corporate Finance, Fixed Income, Asset Management, Risk Management, Banking, Process Improvement, Portfolio Management, Vendor Management, Investment Banking, Private Banking, Relationship Management, Valuation, Financial Analysis, Credit, Business Analysis, SDLC, Hedge Funds
Education
New York University
Merrill Lynch May 2011 - Present
JPMorgan 2007 - 2011
Education
Northwestern University 2003 — 2007
JPMorgan Chase January 2009 - Present
JPMorgan January 2006 - January 2009
JPMorgan Chase January 2005 - January 2006
Skills
Corporate Actions, Hedge Funds, Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Equities
Education
Northeastern University 1995 — 1996
Latham & Watkins May 2011 - July 2011
US Securities and Exchange Commission June 2010 - August 2010
JPMorgan July 2007 - September 2008
Skills
Research, Securities Regulation, Data Analysis, Legal Research, Legal Writing, Financial Modeling, Emerging Markets, Corporate Governance, Private Equity, Mergers & Acquisitions, Securities, Corporate Finance
Education
New York University School of Law
Doctor of Law (J.D.)
Stanford University
M.A.
Stanford University
B.A.
JPMorgan July 1996 - Present
Skills
Investments, Portfolio Management, Banking, Wealth Management, Private Banking, Asset Management, Personal Trust...
Education
Northwood University
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
Cannon Trust School
Fiduciary Administration
Hedge Fund 2006 - Present
JPMorgan 2003 - 2006
Fred Alger Management 2000 - 2003
Education
New York University
MA
Western Washington University
BA, Economics
Syracuse University 1993 — 1994
Verizon Wireless December 2009 - Present
LaSalle Global Trust Services February 2008 - May 2009
LaSalle Bank July 2007 - February 2008
JPMorgan July 2000 - June 2007
Bank One October 1997 - July 2000
Skills
Finance, Project Management, Call Centers, Telecommunications, Business Analysis, Team Leadership, Analysis, Vendor Management, Process Improvement, Management, Program Management, Project Planning, Credit, Business Development, Banking, Business Process..., Risk Management, Training, Strategy, Software Documentation, Cross-functional Team..., Team Management, Business Process, Financial Modeling, Investments, CRM, Financial Analysis, Access, Forecasting, Leadership
Education
Saint Xavier University 2007 — 2009
MS, Project Management
Saint Xavier University 1993 — 1995
MBA, Project Management
Northern Illinois University - College of Business 1987 — 1991
Marketing
JPMorgan October 2007 - Present
Deutsche Bank October 2006 - October 2007
UBS 2005 - 2006
Royal Bank of Scotland 2002 - 2005
Momentum 2000 - 2002
Bear Stearns March 1998 - May 2000
PGI 1995 - 1997
Skills
Event Management, Marketing Strategy, Fundraising, Event Planning, Corporate Events, Strategic Planning, Marketing, Management, Investments
Education
Occidental College 1990 — 1994
BA, Sociology
The Cosmopolitan of Las Vegas October 2014 - Present
Kasandrinos International February 2013 - Present
JPMorgan September 2005 - October 2014
Skills
Equities, Financial Analysis, PeopleSoft, Strategic Planning, Investments, Banking, Management, Sales, Customer Service, Fundraising, Risk Management
Education
University of Maryland College Park 2001 — 2003
Bachelors
Niagara University 1999 — 2001
Criminal Justice
Aquinas Institute of Rochester
Wedbush Securities September 2011 - Present
US Airways October 2010 - October 2011
Africa Sustainable Investment Forum (AfricaSIF) June 2010 - December 2010
Agora Partnerships 2009 - 2009
World Bicycle Relief January 2008 - August 2008
JPMorgan July 2004 - January 2008
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Finance, Non-Profit
Northwestern University 2000 — 2004
BA, Economics
EAJ Capital November 2013 - Present
Guggenheim Partners March 2010 - September 2013
JPMorgan June 2008 - March 2010
Bear Sterans 1984 - 2008
BearStearns 1984 - 2008
Education
Northwestern University - Kellogg School of Management
The Ohio State University
Highbridge Capital Management March 2010 - May 2013
Millennium Partners March 2008 - 2010
JPMorgan 2006 - 2008
Education
Northwestern University 2002 — 2006
Bachelor of Arts (BA), Economics
JPMorgan May 2009 - Present
FGIC April 2004 - May 2009
Goldman Sachs 1994 - 2004
Education
New York University 1990 — 1994
JPMorgan
Skills
Fund Accounting, Equities, Fixed Income, Mutual Funds, Securities, Bloomberg, Bonds, Market Data, Financial Analysis, Relationship Management, Corporate Actions, Financial Services, Reference Data, Derivatives, Risk Management, Global Custody, Hedge Funds, Investments
Education
Northeastern University
J.H. Whitney August 2011 - Present
Insight Equity 2010 - 2010
HIG Capital July 2007 - July 2009
JPMorgan July 2004 - July 2007
Skills
M&A execution, Financial Modeling, Private Equity, Valuation, LBO, Investment Banking, Corporate Development, Corporate Finance, Due Diligence, M&A experience, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Northwestern University 2000 — 2004
BA, Economics, Political Science
JPMorgan Chase Executive DirectorJ.P. Morgan Securities Inc.1997 - Present
JPMorgan 1997 - Present
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Union College
Goldman Sachs May 2013 - Present
Boardman Bay Capital Management October 2012 - May 2013
MapleLane Capital January 2011 - January 2012
Millennium Partners April 2008 - January 2011
JPMorgan 2006 - 2008
Terra Nova 2004 - 2005
Skills
Investments, Investment Banking, Equities, Alternative Investments, Hedge Funds, Asset Management, Valuation, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Equity Valuation, Derivatives, Portfolio Management, Financial Markets, Corporate Finance, Equity Derivatives, Trading, Securities, Options, Series 7, Equity Trading, Financial Analysis, Series 63
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Economics
SHMT May 2014 - Present
MetLife June 2013 - July 2013
Rocketship Education June 2011 - June 2012
Fundacion Pies Descalzos July 2010 - June 2011
Quilvest USA, Inc. August 2008 - June 2010
JPMorgan July 2006 - July 2008
Skills
Financial Modeling, Data Analysis, Venture Capital, Mergers & Acquisitions, Elementary Education, Emerging Markets, Operations Management, Financial Analysis, Due Diligence, Educational Leadership, Valuation, Private Equity, Investments, Marketing, Corporate Finance, Strategy, Business Strategy, Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Spanish
No Roof April 2010 - Present
JPMorgan May 2007 - April 2010
JPMorgan September 2003 - May 2007
JPMorgan September 2000 - September 2003
Skills
Trading, Fixed Income, Equities, Hedge Funds, Options, Capital Markets, Alternative Investments, Asset Management, Derivatives, Emerging Markets, Financial Markets, Financial Services, Investment Banking, Private Equity, Trading Systems, Valuation, Investment Management, Bloomberg
Education
Northwestern University 1996 — 2000
Bachelor of Science (BS), Economics
Vrije Universiteit Brussel 1998 — 1999
Economics
Island School 1990 — 1996
JPMorgan Vice PresidentJPMorganJune 2002 - November 2007
Education
New York University 2000 — 2002
MPA, Public Finance
University of California, San Diego
BA, Political Science, Spanish Literature
JPMorgan Director, Fund AccountingFidelity Investments2006 - 2007
Education
Northeastern University 1989 — 1994
Brookline High School 1985 — 1989
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.)
Citi May 2014 - Present
Citi March 2013 - Present
Citi October 2011 - Present
JPMorgan 2008 - October 2011
Chase Manhattan Corporation July 1983 - January 2007
Skills
Treasury Services, FX, Banking, Liquidity, Treasury Management, Cash Management, Compliance, Strategic Sourcing, Accounts Payable, Payments, Payment Processing, Operational Risk, Operational Risk..., AML, SWIFT payments, Treasury, KYC, Back Office, Payment Systems, Electronic Payments, Economic Sanctions, Financial Risk, FX Options, Trading, Payment Card Processing, Financial Services, Anti Money Laundering
Education
Niagara University 1979 — 1983
BBA, Accounting
JPMorgan Chase February 2014 - Present
J.P. Morgan February 2010 - January 2014
JPMorgan 2007 - 2010
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Valuation
Education
New York University 2001 — 2004
BA, Economics
Lifetime Brands January 2010 - Present
Sojitz September 2008 - January 2010
Travelport November 1998 - September 2008
Cendant 1998 - 2006
Primedia, Inc. October 1997 - November 1998
JPMorgan July 1985 - October 1997
Skills
Succession Planning, Talent Acquisition
Education
New York University 1989 — 1991
BA, Organizational Communications
JPMorgan 2008 - Present
Bear Stearns 2003 - Present
Bear Stearns, a division of J.P. Morgan 2003 - Present
Oppenheimer & Co. 1972 - 2003
Jesuit School of Theology 1995 - 2000
Education
Northwestern University 1960 — 1965
M.S., journalism
Northwestern University
B.S.
JPMorgan June 2008 - Present
J.P. Morgan June 2008 - Present
J.P. Morgan May 2008 - Present
Bear Stearns May 2003 - June 2008
Deutsche Bank September 1995 - June 2001
Skills
Management, Office Management, Policy, Real Estate, Asset Management, Microsoft Excel, Investments, Financial Analysis, Outlook, Fixed Income, Investment Banking, Capital Markets, Microsoft Office, Equities, Valuation, Corporate Finance, Credit, Microsoft Word, Banking, Securities
Education
Oakwood College
Business Education, Business
Echoing Green August 2008 - August 2009
BTS January 2005 - June 2008
JPMorgan June 2001 - January 2003
JP Morgan 2001 - 2003
Education
New York University 2008 — 2008
Philanthropy and Fundraising Certification, Philanthropy
University of California, Los Angeles 1996 — 2000
BA, English and Business
William Raveis Real Estate 2011 - Present
Rose Associates June 2010 - August 2011
Fox Business Network September 2008 - November 2009
JPMorgan June 2006 - August 2008
JP MORGAN June 2007 - September 2007
CNN (CABLE NEWS NETWORK) January 2006 - June 2006
TCW 2004 - 2006
ABC'S LIVE WITH REGIS AND KELLY August 2005 - December 2005
Education
New York University 2001 — 2006
BA, Broadcast Journalism, Media Studies, English
Noble Group 2014 - Present
Morgan Stanley 2010 - 2014
Fitch Ratings 2008 - 2010
JPMorgan 2000 - 2008
The Central Bank of Mexico 1995 - 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance and Accounting
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase & Co. August 2013 - August 2014
JPMorgan August 2010 - August 2013
JPMorgan March 2006 - August 2010
JPMorgan March 2005 - March 2006
Education
Seton Hall University School of Law 2006 — 2010
JD
New York University 2001 — 2004
BA
JPMorgan Owner/ PresidentWarfield Insurance Co.July 2001 - February 2008
Education
Northern Kentucky University 1999 — 2001
MBA, Finance
Thomas More College 1985 — 1991
B. A., Sociology and Theology
JonesTrading February 2011 - Present
Execution Noble April 2009 - December 2010
JPMorgan May 2008 - January 2009
Bear Stearns November 2006 - June 2008
Skills
Hedge Funds, Equities, Fixed Income
Education
New York University 2001 — 2005
Accenture October 2011 - Present
J.P. Morgan Securities Inc. 2002 - Present
JPMorgan June 2002 - December 2008
Skills
Financial Modeling, Valuation, Management Consulting, Emerging Markets, Strategy, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Business Strategy, Due Diligence, Capital Markets, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
New York University 1998 — 2002
Bachelor's of Science, Finance and International Business
USTrust March 2005 - Present
US Trust March 2005 - Present
Bank of America 2005 - Present
US Trust, Bank of America 2005 - Present
DePaul University September 1992 - Present
Bank of America March 2005 - March 2008
Bank of America 2005 - 2008
JPMorgan 1999 - 2005
JPMorgan Chase 1999 - 2005
First National Bank of Chicago 1983 - 2005
Skills
Portfolio Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Asset Allocation, Asset Management, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Investment Management, Equity Research, Finance, Financial Modeling, Wealth Management, Valuation, Hedge Funds
Education
AICPA
Chartered Global Management Accountant, Management Accounting
CFA Institute 1985 — 1990
CFA, Finance/Investment Management
University of Illinois at Urbana-Champaign 1976 — 1977
CPA, Accounting
Northern Illinois University 1967 — 1975
BS, MBA, Marketing and MBA
PulsePoint August 2013 - October 2014
RBC Capital Markets October 2011 - August 2013
OTC Markets Group February 2010 - November 2011
JPMorgan October 2008 - February 2010
Merrill Lynch April 2007 - April 2008
FXall September 2001 - September 2006
Donaldson Lufkin and Jenrette January 1996 - August 2001
Education
New York University 1991 — 1995
BA, Computer Science
The Private Bank And Trust Company November 2012 - Present
JPMorgan June 2004 - February 2012
Skills
Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, Financial Analysis, LBO, Due Diligence, Bloomberg, Investments, Fixed Income, Venture Capital, Asset Management, Derivatives, Portfolio Management, Equity Research, Securities
Education
Northwestern University - Kellogg School of Management 2009 — 2011
M.B.A, Analytical Finance, Decision Sciences
Purdue University - Krannert School of Management 2000 — 2004
Bachelor, Economics
Notre Dame High School 1996 — 2000
JPMorgan April 2007 - Present
Bear Stearns April 2007 - Present
HSBC 2005 - 2007
CSFB 2003 - 2004
UBS 2002 - 2003
JPMorgan 1997 - 2002
Moody's Investors Service 1995 - 1997
Participants Trust company 1994 - 1995
Skills
Equity Derivatives, Fixed Income
Education
New York University
Computer Science
Fifth Third Bank February 2012 - Present
JPMorgan November 2005 - March 2012
BISYS June 2003 - November 2005
BANK ONE INVESTMENT MANAGEMENT GROUP (IMG) August 2001 - May 2003
Banc One Securities Corporation Support Services October 1999 - August 2001
Banc One Securities Corporation Support Services May 1998 - October 1999
Skills
CRM, Interviews, Nonprofits, Training, Strategy, Leadership, Business Strategy, Banking, Integration, Management, Loans, Sales, Budgets, Project Planning, Investments, Accounting, Community Outreach, Customer Service, Finance, Mutual Funds
Education
Ohio Dominican University 2009 — 2010
M.B.A
Ohio Dominican University
Bachelor of Science
Pfizer August 2000 - Present
Accenture September 1996 - Present
JPMorgan February 1996 - August 2000
Skills
Business Analysis, Business Process..., Requirements Analysis, SDLC, Change Management, Vendor Management, Process Improvement, IT Strategy, Consulting, Business Intelligence
Education
New York University 1978 — 1979
MPH, Public Health Administration
Goldman Sachs January 2014 - Present
Goldman Sachs Asset Management September 2010 - January 2014
Scrocca Option Trading B.V. 2009 - August 2010
Citi Group May 2006 - August 2008
JPMorgan August 2003 - September 2005
Fermi National Accelerator Laboratory June 2001 - August 2001
Skills
Equities, Fixed Income
Education
New York University 2005 — 2007
MS, Mathematics in Finance
Vassar College 1999 — 2003
BA, Computer Science, Mathemetics
JPMorgan 2004 - Present
Bank One (JP Morgan) 1995 - 2004
Skills
Equities, Valuation, Financial Modeling, Due Diligence, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Investment Banking, Private Equity, Portfolio Management
Education
University of Science and Technology of China 1985 — 1990
University of Science and Technology of China 1985 — 1990
Northwestern University
Bank of America January 2014 - Present
JP Morgan January 2012 - December 2013
JPMorgan Chase January 2007 - December 2011
JPMorgan January 2001 - December 2006
JP Morgan January 2000 - December 2001
JP Morgan January 1997 - December 2000
Coopers and Lybrand January 1989 - December 1997
Skills
Market Risk Management, Counterparty Credit..., Basel Capital Rule Set, Stress Testing, Structured Products, Rates Derivatives, Credit Derivatives, Data Visualization, Requirements Analysis, Business Analysis, Project Management
Education
New York University 1983 — 1987
Master of Business Administration (MBA), Finance
Stony Brook University 1978 — 1982
Bachelor of Electrical Engineering (BEE), Electrical Engineering
Cardiovascular Research Foundation March 2015 - Present
Oppenheimer & Co. March 2013 - March 2015
Cardiovascular Research Foundation June 2008 - September 2012
JPMorgan September 2007 - May 2008
Creative Edge Parties September 2006 - December 2006
Skills
Event Planning, Trade Shows, Management, Customer Service, Event Management, Hospitality, Meeting Planning, Sales, Marketing
Education
New York University 2004 — 2008
BS, Hospitality Management
JP Morgan May 2007 - Present
JPMorgan January 2004 - May 2007
JPMorgan March 2000 - January 2004
Skills
Series 7, Equity Research, Editing, Writing, Series 16, Credit Research, Copy Editing, Proofreading
Education
Northwestern University 1990 — 1994
BA, Art History
JPMorgan Chase October 2011 - Present
JPMorgan Chase February 2001 - July 2009
JPMorgan February 2001 - July 2008
Citibank 1980 - 1999
Education
New York University 1985 — 1988
Finance
Barclays April 2015 - Present
Barclays March 2012 - Present
Barclays Capital September 2009 - March 2012
JPMorgan Chase 1978 - 2008
JPMorgan 1978 - 2008
Skills
Outsourcing /..., Offshoring, Outsourcing, Asset Managment, Strategy Execution, Finance, Enterprise Software, Procurement, Management, Change Management, Investment Banking, Banking, Asset Management, Mergers & Acquisitions, Risk Management, Process Improvement, Business Analysis, Strategy, Contract Negotiation, Management Consulting, Global Sourcing, Wealth Management, Cash Management, Relationship Management, Financial Risk, Leadership, Strategy Formulation, Consulting, Strategic Sourcing, Business Process..., Financial Modeling, Structured Finance, Structured Products, Hedge Funds
Education
New York University 1980 — 1985
MBA, Finance
Princeton University 1974 — 1978
AB
Bank of America Merrill Lynch July 2014 - Present
JPMorgan July 2005 - May 2014
Lehman Brothers July 1998 - October 2000
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Yale University 1994 — 1998
Bachelor's Degree, Economics
BlueCrest Capital April 2009 - Present
Ellington Management Group April 2008 - April 2009
BNP Paribas 2006 - 2008
Citi 2003 - 2006
JPMorgan 1992 - 2003
Cooper Neff 1990 - 1992
Education
Northwestern University 1986 — 1990
BA, Economics
Cardinal Health February 2014 - Present
Nationwide Insurance January 1998 - August 2012
JPMorgan 1998 - August 2012
JPMorgan Chase 1998 - August 2012
Education
Ohio Dominican University 2004 — 2006
Bachelors' of Science, Business Communications
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
Bank of America August 2002 - Present
55 Liberty St Board 2002 - 2005
Bank of New York Mellon May 2000 - August 2002
Citadel Investment Group April 1998 - March 2000
JPMorgan February 1997 - April 1998
Summit Systems February 1996 - February 1997
Credit Suisse 1993 - 1996
Citadel Investment Group January 1992 - March 1993
IBM February 1986 - January 1992
Skills
Capital Markets, Risk Management, Trading, Risk, Fixed Income, Derivatives, Equity Derivatives, Options, Financial Modeling, Trading Systems, Credit Derivatives, Financial Risk, Equities, Interest Rate..., Swaps, Quantitative Finance, Prime Brokerage, Investment Banking, Hedge Funds, Market Risk, Middle Office, Market Data, Securities, Bloomberg, Financial Markets, FX Options, Bonds, Portfolio Management, Asset Managment, Credit Risk, Electronic Trading, Alternative Investments, Collateral Management, Counterparty Risk, Reference Data, Emerging Markets, Commodity, MBS, ABS, Operational Risk, Basel II, Back Office, Credit, Valuation, Dodd-Frank, Financial Services, CDS, Sybase, Structured Products, Economic Capital
Education
Northwestern University
MS, Electrical Engineering
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, FInance
Trinity College-Hartford 1980 — 1984
BS Engineering
Merrill Lynch July 2014 - Present
Merrill Lynch 2013 - 2013
JPMorgan 2011 - 2012
Citigroup 2010 - 2011
JPMorgan July 2007 - July 2010
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Investment Banking, Investments, Bloomberg Terminal
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
New York University 2003 — 2007
Bachelor's degree, Finance and Economics
J.P. Morgan June 2013 - Present
JPMorgan 2000 - Present
UBS Investment Bank January 1996 - January 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Asset Management, Credit Risk, Capital Markets, Credit, Credit Derivatives, Investment Banking, Banking, Structured Products, Equity Derivatives, Financial Modeling, Portfolio Management, Equities, Bloomberg
Education
New York University
Economics
UNIS
Computershare October 2012 - Present
JPMorgan November 2010 - October 2012
The Boston Consulting Group July 2009 - January 2010
Morgan Stanley July 2008 - December 2008
Skills
Financial Analysis, Financial Reporting, Forecasting, FX Trading, FX Hedging, Corporate Finance, Acquisition Integration, Process Migration, Risk Control, Hedge Funds, Bloomberg, Geneva, Essbase, Hyperion Planning, Microsoft Excel, Expenses, COSMOS
Education
Northeastern University 2007 — 2010
Bachelor's Degree, Finance and Insurance/ Management of Information System
CCCMKC
FINRA August 2012 - Present
JPMorgan May 2011 - August 2012
Morgan Stanley June 2006 - May 2011
Fried Frank September 2004 - May 2006
US Securities and Exchange Commission 2002 - 2002
Education
New York University School of Law 2001 — 2004
JD, Law
University of Wisconsin-Madison 1997 — 2001
Bachelor of Arts, Sociology (Concentration in Analysis and Research), Certificate in Business
James Madison Memorial High School 1993 — 1997
9-12
Toys R Us March 2014 - Present
Toys R Us January 2012 - March 2014
KPMG September 2010 - January 2012
McKinsey & Company July 1998 - December 2009
Computer Sciences Corporation April 1997 - July 1998
JPMorgan November 1995 - April 1997
Skills
Leadership, IT Strategy, Vendor Management, SDLC, Project Management, Business Analysis, Process Improvement, Program Management, Management Consulting, IT Management, Security
Education
New York University 1993 — 1997
BA, Mathematics
FDIC 2010 - Present
Bank of America Merrill Lynch 2007 - 2010
Chicago Board Options Exchange 2003 - 2007
JPMorgan 2002 - 2003
Education
Northwestern University - Kellogg School of Management
MBA
University of Pune
B.E.
JPMorgan 1995 - Present
Education
Northwestern University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
Marquette University September 2015 - Present
Marquette University August 2009 - Present
Godfrey & Kahn, S.C. 2008 - August 2009
JPMorgan 2005 - 2008
Quarles & Brady LLP 2002 - 2005
Skills
Fundraising, Stewardship, Philanthropy, Non-profits, Annual Giving, Planned Giving, Estate Planning, Tax, Wealth Management
Education
University of Iowa College of Law 1999 — 2002
Doctor of Law (JD), Law
Northwestern University 1992 — 1997
Bachelor of Arts (BA), Economics
K&AT Holdings LLC June 2010 - Present
JPMorgan September 1980 - May 2006
Skills
Asset Managment, Relationship Management, Portfolio Management, Wealth Management, Corporate Finance, Banking, Investments, Series 7, Financial Services, Finance, Financial Modeling, Leadership, Management, Customer Service, Strategic Planning, Sales, Asset Management
Education
Northwestern University - Kellogg School of Management 1981 — 1984
M.M., Finance, Marketing, International Business
BMO Capital Markets February 2012 - Present
Citi July 2011 - March 2012
JPMorgan February 2009 - August 2011
Bear Stearns 1997 - 2009
Education
New York University 1986 — 1990
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Business Administration