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
Employee
Years
Job
Industry
Joseph DiGregorio Joseph DiGregorio's JPMorgan Experience October 2003 - September 2005
Job Managing Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TDAmeritrade September 2011 - September 2012
TD Ameritrade September 2005 - September 2011
JPMorgan October 2003 - September 2005
Skills
Series 24, Wealth Management, Uniform Combined State..., Series 7, Series 63, Sales Management, Recruiting, Career Development..., Asset Allocation, Securities, Series 65, Mutual Funds, Retirement Planning, Financial Advisory, Investments, 401k, Investment Advisory, ETFs, Separately Managed..., FINRA, Financial Services, Investment Strategies, Retirement
Education
Rice University 1984 — 1988
Bachelor's Degree
University of St. Thomas (TX) 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
TD Ameritrade September 2012 - Present
TDAmeritrade September 2011 - September 2012
TD Ameritrade September 2005 - September 2011
JPMorgan October 2003 - September 2005
Skills
Series 24, Wealth Management, Uniform Combined State..., Series 7, Series 63, Sales Management, Recruiting, Career Development..., Asset Allocation, Securities, Series 65, Mutual Funds, Retirement Planning, Financial Advisory, Investments, 401k, Investment Advisory, ETFs, Separately Managed..., FINRA, Financial Services, Investment Strategies, Retirement
Education
Rice University 1984 — 1988
Bachelor's Degree
University of St. Thomas (TX) 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
Erik Barry Erik Barry's JPMorgan Experience June 2001 - May 2006
Job Director, Futures & OTC Client Solutions at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse August 2010 - December 2014
Credit Suisse August 2008 - August 2010
Morgan Stanley May 2006 - August 2008
JPMorgan June 2001 - May 2006
Enikia 1997 - 2001
Skills
FINRA Series 7, FINRA Series 3, Derivatives, Series 3, Commodities, Prime Brokerage, Client Service, CDS, Series 63, Listed derivatives, Futures
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BA, Economics
Middletown North 1993 — 1997
High School Diploma
Credit Suisse January 2015 - Present
Credit Suisse August 2010 - December 2014
Credit Suisse August 2008 - August 2010
Morgan Stanley May 2006 - August 2008
JPMorgan June 2001 - May 2006
Enikia 1997 - 2001
Skills
FINRA Series 7, FINRA Series 3, Derivatives, Series 3, Commodities, Prime Brokerage, Client Service, CDS, Series 63, Listed derivatives, Futures
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BA, Economics
Middletown North 1993 — 1997
High School Diploma
Kathy Gioia-Galpin Kathy Gioia-Galpin's JPMorgan Experience 1984 - 2009
Job Executive Assistant/Project Coordinator at ERM: Environmental Resources Management
Industry Environmental Services
Experience
ERM: Environmental Resources Management June 2012 - Present
Citi Bank January 2010 - June 2012
JPMorgan 1984 - 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Visio, Event Planning, Office Management, Salesforce.com, Expenses, SharePoint, Project Management, Event Management, Project Planning, Banking, Office Administration, Administrative..., Marketing Event Planning, Training, Leadership, Process Improvement, Management, Budgets, PeopleSoft, Software Documentation, Data Analysis, Data Entry, Risk Management, Administrative...
Education
Cypress Fairbanks
High School Diploma
La Jolla High school
Muirlands Junior High School
Sam Houston State University
Bachelor of Arts, Home Economics-Business
ERM: Environmental Resources Management June 2012 - Present
Citi Bank January 2010 - June 2012
JPMorgan 1984 - 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Visio, Event Planning, Office Management, Salesforce.com, Expenses, SharePoint, Project Management, Event Management, Project Planning, Banking, Office Administration, Administrative..., Marketing Event Planning, Training, Leadership, Process Improvement, Management, Budgets, PeopleSoft, Software Documentation, Data Analysis, Data Entry, Risk Management, Administrative...
Education
Cypress Fairbanks
High School Diploma
La Jolla High school
Muirlands Junior High School
Sam Houston State University
Bachelor of Arts, Home Economics-Business
Hannah Silva Hannah Silva's JPMorgan Experience January 2001 - January 2007
Job Business Advisor
Industry Professional Training & Coaching
Experience
The Bond Consulting Group October 2012 - August 2015
Penson Financial Services November 2007 - July 2012
JPMorgan January 2001 - January 2007
Skills
Project Management, Project Portfolio..., Microsoft Office, MS Project, Visio, Risk Management, Agile Methodologies, Change Management, Program Management, Vendor Management, Awesomeness, Training, PMP, Disaster Recovery, Strategy, SDLC, Databases, Team Leadership, Business Process..., IT Strategy, Software Project..., Management, Microsoft Project
Education
Southern Methodist University 2004 — 2004
Project Management
SMU and Boston UniversityDallas Community Colleges
Project Management
The Bond Consulting Group October 2012 - August 2015
Penson Financial Services November 2007 - July 2012
JPMorgan January 2001 - January 2007
Skills
Project Management, Project Portfolio..., Microsoft Office, MS Project, Visio, Risk Management, Agile Methodologies, Change Management, Program Management, Vendor Management, Awesomeness, Training, PMP, Disaster Recovery, Strategy, SDLC, Databases, Team Leadership, Business Process..., IT Strategy, Software Project..., Management, Microsoft Project
Education
Southern Methodist University 2004 — 2004
Project Management
SMU and Boston UniversityDallas Community Colleges
Project Management
Kim Bourgeois Kim Bourgeois's JPMorgan Experience April 2007 - July 2014
Job Managing Director at Capital One, Energy Investment Banking
Industry Investment Banking
Experience
Capital One August 2014 - Present
JPMorgan April 2007 - July 2014
Union Bank 2002 - 2007
Morgan Keegan 2001 - 2002
The Avantus Group 1999 - 2000
Skills
Capital Markets, Investment Banking, Valuation, Structured Finance, Private Equity, Due Diligence, Financial Structuring, Financial Modeling, Leveraged Finance, Corporate Finance, Mergers
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BA
Capital One August 2014 - Present
JPMorgan April 2007 - July 2014
Union Bank 2002 - 2007
Morgan Keegan 2001 - 2002
The Avantus Group 1999 - 2000
Skills
Capital Markets, Investment Banking, Valuation, Structured Finance, Private Equity, Due Diligence, Financial Structuring, Financial Modeling, Leveraged Finance, Corporate Finance, Mergers
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BA
Chadwick Roberson's JPMorgan Experience January 2010 - June 2010
Job Investment Banking Associate
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2010 - August 2014
JPMorgan January 2010 - June 2010
JPMorgan July 2008 - January 2010
JP Morgan Chase April 2006 - July 2008
Skills
Building Relationships, Private Client Services, Financial Reporting, Financial Modeling, Credit Risk, Risk Management, Operational Risk..., Credit Derivatives, Portfolio Management, Insurance, Leveraged Finance, Equity Capital Markets, Equities, Financial Analysis, Public Speaking, Morningstar, Wealth Management, Capital Markets, Investment Banking, Credit, Private Clients, Series 7, Corporate Finance, Derivatives, FX Options, Microsoft Office, Asset Management, Fixed Income, Valuation, Bloomberg, Hedge Funds, Investments, Alternative Investments
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2003 — 2008
BS, Finanace & Economics
J.P. Morgan August 2014 - Present
J.P. Morgan June 2010 - August 2014
JPMorgan January 2010 - June 2010
JPMorgan July 2008 - January 2010
JP Morgan Chase April 2006 - July 2008
Skills
Building Relationships, Private Client Services, Financial Reporting, Financial Modeling, Credit Risk, Risk Management, Operational Risk..., Credit Derivatives, Portfolio Management, Insurance, Leveraged Finance, Equity Capital Markets, Equities, Financial Analysis, Public Speaking, Morningstar, Wealth Management, Capital Markets, Investment Banking, Credit, Private Clients, Series 7, Corporate Finance, Derivatives, FX Options, Microsoft Office, Asset Management, Fixed Income, Valuation, Bloomberg, Hedge Funds, Investments, Alternative Investments
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2003 — 2008
BS, Finanace & Economics
Nancy Culwell's JPMorgan Experience January 2010 - July 2011
Job Division Order Analyst at Castleton Commodities International
Industry Oil & Energy
Experience
Potter's Walk Townhome Association 2009 - Present
Castleton Commodities International April 2015 - Present
Terra Firma Ventures November 2011 - February 2015
JPMorgan January 2010 - July 2011
Wells Fargo Bank August 2001 - March 2009
Wells Fargo Bank August 2000 - August 2001
Wells Fargo Bank August 1992 - July 2000
Education
St. Mary's College of California
BA, Management
University of Houston
Fashion Merchandising - Marketing
Potter's Walk Townhome Association 2009 - Present
Castleton Commodities International April 2015 - Present
Terra Firma Ventures November 2011 - February 2015
JPMorgan January 2010 - July 2011
Wells Fargo Bank August 2001 - March 2009
Wells Fargo Bank August 2000 - August 2001
Wells Fargo Bank August 1992 - July 2000
Education
St. Mary's College of California
BA, Management
University of Houston
Fashion Merchandising - Marketing
Michael V Rubino's JPMorgan Experience May 2011 - June 2014
Job Operations and Technology Management Director
Industry Information Technology and Services
Experience
Computer Bits, Inc. November 2014 - Present
YJT Solutions September 2014 - November 2014
JPMorgan May 2011 - June 2014
bp, North America August 2009 - December 2010
bp December 2007 - August 2009
JPMorgan Chase May 1995 - August 2007
Applied Communications, Inc January 1993 - May 1995
American National Bank and Trust Company of Chicago January 1990 - December 1992
Harris Bank 1982 - 1990
Skills
Process Improvement, Team Building, Technical Support, Cross-functional Team..., Organizational..., Change Management, Risk Management, Vendor Management, Program Management, Project Management, Banking, Business Analysis, IT Service Management, Operations Management, SDLC, Business Continuity, IT Management, IT Strategy, Strategic Planning, Disaster Recovery, Business Process..., Visio, PMO, Service Delivery, ITIL, PMP, Project Planning, Service Management, Information Technology, Project Portfolio..., Leadership, SharePoint, Business Transformation, Process Engineering, MS Project, System Deployment, Business Intelligence, Service Desk, Business Process, Data Center, Relationship Management, Management, Outsourcing, Six Sigma, Governance, Team Leadership, Stakeholder Management, Software Documentation, Business Continuity..., Project Delivery
Education
Saint Xavier University 1980 — 1982
Bachelor of Arts, Business Administration
Morgan Park High School 1973 — 1977
High School
Computer Bits, Inc. November 2014 - Present
YJT Solutions September 2014 - November 2014
JPMorgan May 2011 - June 2014
bp, North America August 2009 - December 2010
bp December 2007 - August 2009
JPMorgan Chase May 1995 - August 2007
Applied Communications, Inc January 1993 - May 1995
American National Bank and Trust Company of Chicago January 1990 - December 1992
Harris Bank 1982 - 1990
Skills
Process Improvement, Team Building, Technical Support, Cross-functional Team..., Organizational..., Change Management, Risk Management, Vendor Management, Program Management, Project Management, Banking, Business Analysis, IT Service Management, Operations Management, SDLC, Business Continuity, IT Management, IT Strategy, Strategic Planning, Disaster Recovery, Business Process..., Visio, PMO, Service Delivery, ITIL, PMP, Project Planning, Service Management, Information Technology, Project Portfolio..., Leadership, SharePoint, Business Transformation, Process Engineering, MS Project, System Deployment, Business Intelligence, Service Desk, Business Process, Data Center, Relationship Management, Management, Outsourcing, Six Sigma, Governance, Team Leadership, Stakeholder Management, Software Documentation, Business Continuity..., Project Delivery
Education
Saint Xavier University 1980 — 1982
Bachelor of Arts, Business Administration
Morgan Park High School 1973 — 1977
High School
Tushar Padhye Tushar Padhye's JPMorgan Experience March 2006 - Present
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan March 2006 - Present
Celstream Technologies Pvt Ltd August 2000 - August 2004
DiTools Software India Ltd September 1999 - August 2000
Skills
Agile Methodologies, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Investment Banking, Product Management, Requirements Analysis, SDLC, Software Project..., Trading Systems
Education
London School of Economics and Political Science 2004 — 2005
Master of Science (MSc), Management Information Systems, General
Shivaji University 1993 — 1997
B.Eng, Electronics Engineering
JPMorgan March 2006 - Present
Celstream Technologies Pvt Ltd August 2000 - August 2004
DiTools Software India Ltd September 1999 - August 2000
Skills
Agile Methodologies, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Investment Banking, Product Management, Requirements Analysis, SDLC, Software Project..., Trading Systems
Education
London School of Economics and Political Science 2004 — 2005
Master of Science (MSc), Management Information Systems, General
Shivaji University 1993 — 1997
B.Eng, Electronics Engineering
Jo Coulson's JPMorgan Experience November 2006 - December 2009
Job Chief Auditor Technology at Citi
Industry Banking
Experience
Citi January 2013 - Present
Standard Chartered Bank September 2010 - January 2013
J.P. Morgan December 2009 - September 2010
JPMorgan November 2006 - December 2009
JPMorgan Chase October 1994 - November 2006
TSB Trust Company May 1982 - October 1994
Merseyside County Council May 1980 - May 1982
Skills
Account Reconciliation, Auditing, Banking, Business Continuity, Enterprise Risk..., Global Custody, IT Audit, Information Security, Project Management
Education
Southampton Solent University 1988 — 1992
BSc, Information Systems
Citi January 2013 - Present
Standard Chartered Bank September 2010 - January 2013
J.P. Morgan December 2009 - September 2010
JPMorgan November 2006 - December 2009
JPMorgan Chase October 1994 - November 2006
TSB Trust Company May 1982 - October 1994
Merseyside County Council May 1980 - May 1982
Skills
Account Reconciliation, Auditing, Banking, Business Continuity, Enterprise Risk..., Global Custody, IT Audit, Information Security, Project Management
Education
Southampton Solent University 1988 — 1992
BSc, Information Systems
Sarah Holmes Sarah Holmes's JPMorgan Experience May 2008 - September 2011
Job Vice President, US Equities Business Management at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan June 2013 - Present
JPMorgan Chase September 2011 - June 2013
JPMorgan May 2008 - September 2011
CQG July 2006 - May 2008
Skills
Electronic Trading, Low Latency, Financial Markets, Market Data, Trading Systems, Derivatives, Equities, Trading, Business Analysis, Management, Fixed Income, Bloomberg, Options
Education
Sheffield Hallam University 2002 — 2006
BA Hons, Marketing with Languages (French and German)
J.P. Morgan June 2013 - Present
JPMorgan Chase September 2011 - June 2013
JPMorgan May 2008 - September 2011
CQG July 2006 - May 2008
Skills
Electronic Trading, Low Latency, Financial Markets, Market Data, Trading Systems, Derivatives, Equities, Trading, Business Analysis, Management, Fixed Income, Bloomberg, Options
Education
Sheffield Hallam University 2002 — 2006
BA Hons, Marketing with Languages (French and German)
CARLOS RECIO CARLOS RECIO's JPMorgan Experience October 2004 - April 2006
Job VP RMBS MO at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Deborah Berkos Deborah Berkos's JPMorgan Experience 2004 - Present
Job Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Vice PresidentJP Morgan Chase2004 - Present
JPMorgan 2004 - Present
Pershing 1996 - October 2004
MSTC 1986 - 1996
Skills
FINRA license Series 7, FINRA License Series 24, Series 7, Securities, Series 63, FINRA, People Development, Series 24, Operations Management, Equities, Fixed Income, Mutual Funds
Education
Quincy University
BS, BA, Psychology, Financial Markets
JPMorgan Chase Vice PresidentJP Morgan Chase2004 - Present
JPMorgan 2004 - Present
Pershing 1996 - October 2004
MSTC 1986 - 1996
Skills
FINRA license Series 7, FINRA License Series 24, Series 7, Securities, Series 63, FINRA, People Development, Series 24, Operations Management, Equities, Fixed Income, Mutual Funds
Education
Quincy University
BS, BA, Psychology, Financial Markets
Aaron Chew Aaron Chew's JPMorgan Experience 2004 - 2008
Job VP of Investor Relations at SolarCity
Industry Renewables & Environment
Experience
SolarCity April 2013 - Present
Maxim Group May 2011 - April 2013
Hapoalim Securities May 2010 - May 2011
SustainableWorks NYC 2009 - May 2010
Westwood One, Inc 2008 - 2009
JPMorgan 2004 - 2008
Morgan Stanley 2003 - 2004
Ubiqus 2002 - 2003
Skills
Financial Modeling, Writing, Valuation, Project Finance, Equity Research, Cash Flow Forecasting, Cash Flow Management, Financial Analysis, Financial Accounting, Financial Markets, Report Writing, Equity Valuation, Cash Flow, Trading, Risk Management, Cleantech, Investments, Due Diligence, Portfolio Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
Sarah Lawrence College 1994 — 1998
Bachelor of Arts
SolarCity April 2013 - Present
Maxim Group May 2011 - April 2013
Hapoalim Securities May 2010 - May 2011
SustainableWorks NYC 2009 - May 2010
Westwood One, Inc 2008 - 2009
JPMorgan 2004 - 2008
Morgan Stanley 2003 - 2004
Ubiqus 2002 - 2003
Skills
Financial Modeling, Writing, Valuation, Project Finance, Equity Research, Cash Flow Forecasting, Cash Flow Management, Financial Analysis, Financial Accounting, Financial Markets, Report Writing, Equity Valuation, Cash Flow, Trading, Risk Management, Cleantech, Investments, Due Diligence, Portfolio Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
Sarah Lawrence College 1994 — 1998
Bachelor of Arts
Amee Shah Amee Shah's JPMorgan Experience August 2006 - August 2009
Job at
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb April 2015 - Present
Bristol-Myers Squibb November 2014 - March 2015
Bristol-Myers Squibb June 2014 - October 2014
Bristol-Myers Squibb January 2014 - June 2014
Bristol-Myers Squibb July 2013 - January 2014
Credit Suisse January 2010 - January 2013
JPMorgan August 2006 - August 2009
JPMorgan Chase August 2005 - August 2006
Skills
Investment Banking, Financial Modeling, Finance, Mergers & Acquisitions, Credit Risk, Credit Analysis, Leveraged Finance, Credit, Capital Markets, Valuation, Fixed Income, Corporate Finance, Banking, Commercial Banking, Bloomberg, Syndications, Equities, Derivatives, Financial Planning, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Strategy, Corporate Finance & Marketing
Rutgers University-New Brunswick 2001 — 2005
B.A., Finance & Biology
Bristol-Myers Squibb April 2015 - Present
Bristol-Myers Squibb November 2014 - March 2015
Bristol-Myers Squibb June 2014 - October 2014
Bristol-Myers Squibb January 2014 - June 2014
Bristol-Myers Squibb July 2013 - January 2014
Credit Suisse January 2010 - January 2013
JPMorgan August 2006 - August 2009
JPMorgan Chase August 2005 - August 2006
Skills
Investment Banking, Financial Modeling, Finance, Mergers & Acquisitions, Credit Risk, Credit Analysis, Leveraged Finance, Credit, Capital Markets, Valuation, Fixed Income, Corporate Finance, Banking, Commercial Banking, Bloomberg, Syndications, Equities, Derivatives, Financial Planning, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Strategy, Corporate Finance & Marketing
Rutgers University-New Brunswick 2001 — 2005
B.A., Finance & Biology
Derek Farrell Derek Farrell's JPMorgan Experience December 2007 - May 2013
Job Experienced Client Focused Trust Officer
Industry Banking
Experience
JPMorgan December 2007 - May 2013
BNY Mellon April 2002 - December 2007
Morgan Stanley May 1999 - February 2002
Morgan Stanley July 1996 - April 1999
Skills
Client Service, Mutual Funds, Cash Management, Customer Relations, Account Management, ERISA, Financial Services, Customer Service, Analysis, Fixed Income, Securities, Credit, FX Options, Strategic Financial..., Financial Risk, Middle Office, Equities, Hedge Funds, Back Office, Bloomberg, Investment Banking, Global Custody, Corporate Actions, Fund Administration, Financial Markets, Asset Management, Relationship Management, Treasury Management, Bonds, Settlement, Financial Analysis, 401k, Investments, Business Analysis, Management, Alternative Investments, Banking, Fund Accounting, CRM, Wealth Management, Pensions, Asset Allocation, Securities Lending, Trading, Foreign Exchange
Education
Wagner College 2008 — 2009
MBA, Executive MBA program
St. Francis College 2001 — 2002
Bachelor's degree, Special Studies
JPMorgan December 2007 - May 2013
BNY Mellon April 2002 - December 2007
Morgan Stanley May 1999 - February 2002
Morgan Stanley July 1996 - April 1999
Skills
Client Service, Mutual Funds, Cash Management, Customer Relations, Account Management, ERISA, Financial Services, Customer Service, Analysis, Fixed Income, Securities, Credit, FX Options, Strategic Financial..., Financial Risk, Middle Office, Equities, Hedge Funds, Back Office, Bloomberg, Investment Banking, Global Custody, Corporate Actions, Fund Administration, Financial Markets, Asset Management, Relationship Management, Treasury Management, Bonds, Settlement, Financial Analysis, 401k, Investments, Business Analysis, Management, Alternative Investments, Banking, Fund Accounting, CRM, Wealth Management, Pensions, Asset Allocation, Securities Lending, Trading, Foreign Exchange
Education
Wagner College 2008 — 2009
MBA, Executive MBA program
St. Francis College 2001 — 2002
Bachelor's degree, Special Studies
Stephanie Vance Stephanie Vance's JPMorgan Experience June 2007 - December 2007
Job Marketing & Client Service at Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group August 2008 - Present
JPMorgan June 2007 - December 2007
Education
Southern Methodist University 2004 — 2008
BBA, Finance, International Studies
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Finance, International Studies
Westwood Holdings Group August 2008 - Present
JPMorgan June 2007 - December 2007
Education
Southern Methodist University 2004 — 2008
BBA, Finance, International Studies
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Finance, International Studies
Glenn Coyle, CFP®, CIMA® Glenn Coyle, CFP®, CIMA®'s JPMorgan Experience February 2006 - March 2015
Job Vice President Investment Strategies at Benefit Trust Company
Industry Financial Services
Experience
Benefit Trust Company March 2015 - Present
JPMorgan February 2006 - March 2015
JPMorgan January 2001 - January 2006
United States Army - 82nd Airborne Division 1983 - 1988
Skills
Asset Allocation, Investments, Mutual Funds, Series 7, Series 63, Retirement, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Retirement Planning, 401k, Series 6, Securities, Investment Management, Investment Advisory, Asset Management
Education
Certified Investment Management Analyst Program - CIMA 2014 — 2014
Rockhurst University 1994 — 1996
MBA, Business/Finance
University of Missouri-Kansas City 1989 — 1992
B.A., Business
Certified Financial Planner Certificant
CFP, Financial Planning
Chartered Financial Analyst Program
Completed Level 1
Benefit Trust Company March 2015 - Present
JPMorgan February 2006 - March 2015
JPMorgan January 2001 - January 2006
United States Army - 82nd Airborne Division 1983 - 1988
Skills
Asset Allocation, Investments, Mutual Funds, Series 7, Series 63, Retirement, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Retirement Planning, 401k, Series 6, Securities, Investment Management, Investment Advisory, Asset Management
Education
Certified Investment Management Analyst Program - CIMA 2014 — 2014
Rockhurst University 1994 — 1996
MBA, Business/Finance
University of Missouri-Kansas City 1989 — 1992
B.A., Business
Certified Financial Planner Certificant
CFP, Financial Planning
Chartered Financial Analyst Program
Completed Level 1
Judith Wisniewski Judith Wisniewski's JPMorgan Experience 1998 - 2005
Job Vice President Client Service Manager
Industry Banking
Experience
The Bank of New York Mellon Trust Company December 1998 - Present
Avon December 2011 - Present
JP Morgan Chase December 1998 - November 2006
JPMorgan 1998 - 2005
PNC Bank July 1996 - December 1998
Corestates bank 1985 - 1996
Pierre and Carlo 1978 - 1984
Skills
Client Relations Skills, Direct Sales, Securities, Banking, Financial Services, Portfolio Management, Investments, Bonds, Risk Management, Capital Markets, Relationship Management, Financial Modeling, Finance, Credit, Financial Analysis, Corporate Trust
Education
Cannon Corporate Trust 1990 — 1993
Rowan College at Burlington County 1987 — 1989
Accounting
Mastbaum Vocational Technical School 1977 — 1979
Cosmetology License, Cosmetology
The Bank of New York Mellon Trust Company December 1998 - Present
Avon December 2011 - Present
JP Morgan Chase December 1998 - November 2006
JPMorgan 1998 - 2005
PNC Bank July 1996 - December 1998
Corestates bank 1985 - 1996
Pierre and Carlo 1978 - 1984
Skills
Client Relations Skills, Direct Sales, Securities, Banking, Financial Services, Portfolio Management, Investments, Bonds, Risk Management, Capital Markets, Relationship Management, Financial Modeling, Finance, Credit, Financial Analysis, Corporate Trust
Education
Cannon Corporate Trust 1990 — 1993
Rowan College at Burlington County 1987 — 1989
Accounting
Mastbaum Vocational Technical School 1977 — 1979
Cosmetology License, Cosmetology
Laurence Paley, PMP Laurence Paley, PMP's JPMorgan Experience 2003 - 2005
Job Technology & Business Operations Consultant
Industry Financial Services
Experience
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
Jason Kulas Jason Kulas's JPMorgan Experience 1995 - 2007
Job Chief Executive Officer at Santander Consumer USA
Industry Financial Services
Experience
Santander Consumer USA Inc. January 2007 - Present
JPMorgan 1995 - 2007
Dun and Bradstreet 1993 - 1995
Education
Southern Methodist University 1989 — 1993
BA, Chemistry
Texas Christian University 1993 — 1995
MBA, Finance, Marketing
Woodrow Wilson High School
Santander Consumer USA Inc. January 2007 - Present
JPMorgan 1995 - 2007
Dun and Bradstreet 1993 - 1995
Education
Southern Methodist University 1989 — 1993
BA, Chemistry
Texas Christian University 1993 — 1995
MBA, Finance, Marketing
Woodrow Wilson High School
Scott Dille's JPMorgan Experience February 1987 - April 2006
Job Director of Client & Partner Experience at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company March 2012 - Present
Northern Trust January 2007 - November 2009
JPMorgan February 1987 - April 2006
Skills
Wealth Management, Leadership, Portfolio Management, Wealth Management..., Business Strategy, Asset Management, Investments, Private Banking, Financial Services, Change Management, Alternative Investments, Asset Allocation, Employee Engagement, Strategy, Equities, Banking, Risk Management, Hedge Funds, High Net Worth..., Management, Investment Management, New Business Development, Fixed Income, Mutual Funds, Securities, Investment Advisory, Mergers & Acquisitions, Credit, Investment Strategies, Private Equity, Trust Services, Strategic Financial..., Customer Experience, Design Thinking, ETFs
Education
Southern Methodist University - Cox School of Business 1985 — 1987
MBA, Finance, General
University of Missouri-Columbia 1976 — 1980
BSBA, Finance, General
Northern Trust Company March 2012 - Present
Northern Trust January 2007 - November 2009
JPMorgan February 1987 - April 2006
Skills
Wealth Management, Leadership, Portfolio Management, Wealth Management..., Business Strategy, Asset Management, Investments, Private Banking, Financial Services, Change Management, Alternative Investments, Asset Allocation, Employee Engagement, Strategy, Equities, Banking, Risk Management, Hedge Funds, High Net Worth..., Management, Investment Management, New Business Development, Fixed Income, Mutual Funds, Securities, Investment Advisory, Mergers & Acquisitions, Credit, Investment Strategies, Private Equity, Trust Services, Strategic Financial..., Customer Experience, Design Thinking, ETFs
Education
Southern Methodist University - Cox School of Business 1985 — 1987
MBA, Finance, General
University of Missouri-Columbia 1976 — 1980
BSBA, Finance, General
Rob Winter Rob Winter's JPMorgan Experience 2000 - 2001
Job
Industry Hospital & Health Care
Experience
Boulder Community Health January 2014 - Present
Regis University October 2010 - Present
UCSF Medical Center December 2011 - January 2014
Stanford University Medical Center January 2008 - December 2011
Perot Systems February 2001 - December 2007
JPMorgan 2000 - 2001
USWest 1998 - 2000
Skills
Perl, Information Security..., Computer Security, HIPAA, Firewalls, Information Security, Vulnerability Management, Network Security, Security, Vulnerability Assessment, Information Assurance, PCI DSS, CISSP, Wireless Security, Software Documentation, Penetration Testing, Computer Forensics, Servers, Disaster Recovery, Switches, Windows Server, Networking, Routers, System Administration, Security Policy, VPN, Active Directory, Information Technology, Data Center, IDS, IT Management, Technical Support, Intrusion Detection, Security Audits, Vulnerability Scanning, Application Security, VMware, Data Security, Network Architecture, Business Continuity, Group Policy, Security Architecture..., DLP, Enterprise Network..., IPS, Identity Management, Virtualization
Education
Regis University 2009 — 2010
Master of Science
Regis University 2002 — 2008
Bachelor of Science
Boulder Community Health January 2014 - Present
Regis University October 2010 - Present
UCSF Medical Center December 2011 - January 2014
Stanford University Medical Center January 2008 - December 2011
Perot Systems February 2001 - December 2007
JPMorgan 2000 - 2001
USWest 1998 - 2000
Skills
Perl, Information Security..., Computer Security, HIPAA, Firewalls, Information Security, Vulnerability Management, Network Security, Security, Vulnerability Assessment, Information Assurance, PCI DSS, CISSP, Wireless Security, Software Documentation, Penetration Testing, Computer Forensics, Servers, Disaster Recovery, Switches, Windows Server, Networking, Routers, System Administration, Security Policy, VPN, Active Directory, Information Technology, Data Center, IDS, IT Management, Technical Support, Intrusion Detection, Security Audits, Vulnerability Scanning, Application Security, VMware, Data Security, Network Architecture, Business Continuity, Group Policy, Security Architecture..., DLP, Enterprise Network..., IPS, Identity Management, Virtualization
Education
Regis University 2009 — 2010
Master of Science
Regis University 2002 — 2008
Bachelor of Science
Christopher Roemer's JPMorgan Experience June 2003 - August 2008
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti October 2014 - Present
JPMorgan Chase December 2011 - October 2014
JPMorgan Chase April 2013 - September 2014
JPMorgan Chase June 2009 - July 2011
JPMorgan June 2003 - August 2008
Skills
Operations Management, Recruiting, Talent Management, Finance
Education
Rensselaer Polytechnic Institute 2004 — 2009
BS, Chemical Engineering
Protiviti October 2014 - Present
JPMorgan Chase December 2011 - October 2014
JPMorgan Chase April 2013 - September 2014
JPMorgan Chase June 2009 - July 2011
JPMorgan June 2003 - August 2008
Skills
Operations Management, Recruiting, Talent Management, Finance
Education
Rensselaer Polytechnic Institute 2004 — 2009
BS, Chemical Engineering
Laura Ryan Laura Ryan's JPMorgan Experience February 2013 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan February 2013 - Present
JPMorgan July 2003 - January 2013
Girls Incorporated of Metropolitan Dallas 2007 - 2012
Comerica 2002 - 2003
Education
Queens University of Charlotte 1980 — 1984
Bachelor of Arts, English
JPMorgan February 2013 - Present
JPMorgan July 2003 - January 2013
Girls Incorporated of Metropolitan Dallas 2007 - 2012
Comerica 2002 - 2003
Education
Queens University of Charlotte 1980 — 1984
Bachelor of Arts, English
Thomas Dinneny Thomas Dinneny's JPMorgan Experience June 2008 - February 2013
Job Head of Compliance, Surveillance and Derivatives Solutions at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2014 - Present
JPMorgan Chase March 2013 - March 2014
JPMorgan June 2008 - February 2013
Bear Stearns December 1998 - May 2008
Skills
Fixed Income, Investment Banking, Derivatives, Capital Markets, Hedge Funds, Equities, Credit Derivatives, Trading Systems, Equity Derivatives, Electronic Trading, Prime Brokerage, Interest Rate..., Asset Management, Securities, Portfolio Management, Financial Services
Education
New York University - Leonard N. Stern School of Business
MBA, Management Information Systems, General
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Computer Science
Thomson Reuters June 2014 - Present
JPMorgan Chase March 2013 - March 2014
JPMorgan June 2008 - February 2013
Bear Stearns December 1998 - May 2008
Skills
Fixed Income, Investment Banking, Derivatives, Capital Markets, Hedge Funds, Equities, Credit Derivatives, Trading Systems, Equity Derivatives, Electronic Trading, Prime Brokerage, Interest Rate..., Asset Management, Securities, Portfolio Management, Financial Services
Education
New York University - Leonard N. Stern School of Business
MBA, Management Information Systems, General
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Computer Science
Justin O'Brien Justin O'Brien's JPMorgan Experience 2006 - 2007
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers October 2007 - September 2008
JPMorgan 2006 - 2007
BNY Mellon 2000 - 2005
Bank of Tokyo-Mitsubishi UFJ 1988 - 2000
Skills
US Tax, International Tax, US Withholding Tax;...
Education
Saint Peter's College 1982 — 1985
Bachelor of Science (BS), Marketing
Seton Hall University 1981 — 1982
Marist 1977 — 1981
High School
Ernst & Young June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers October 2007 - September 2008
JPMorgan 2006 - 2007
BNY Mellon 2000 - 2005
Bank of Tokyo-Mitsubishi UFJ 1988 - 2000
Skills
US Tax, International Tax, US Withholding Tax;...
Education
Saint Peter's College 1982 — 1985
Bachelor of Science (BS), Marketing
Seton Hall University 1981 — 1982
Marist 1977 — 1981
High School
Sheri Rodriguez Sheri Rodriguez's JPMorgan Experience May 2001 - April 2005
Job Collateral Manager at RBS
Industry Banking
Experience
Bank of America January 2013 - Present
RBS April 2005 - Present
JPMorgan May 2001 - April 2005
ABN Amro 1995 - 2001
Industrial Bank of Japan 1990 - 1996
Skills
Series 99, Collateral Management, Derivatives, Swaps, Foreign Exchange, Middle Office, ISDA
Education
Roosevelt University
Bank of America January 2013 - Present
RBS April 2005 - Present
JPMorgan May 2001 - April 2005
ABN Amro 1995 - 2001
Industrial Bank of Japan 1990 - 1996
Skills
Series 99, Collateral Management, Derivatives, Swaps, Foreign Exchange, Middle Office, ISDA
Education
Roosevelt University
Daniel Richmond Daniel Richmond's JPMorgan Experience June 2007 - August 2007
Job Finance/Research Analyst at NRG eVgo
Industry Automotive
Experience
NRG eVgo January 2011 - Present
JPMorgan Chase July 2008 - January 2011
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Valuation, Credit, Marketing, LBO, Leveraged Finance, Banking, DCF, Trading, Data Analysis, Energy, Renewable Energy, Financial Analysis, Research, Due Diligence, Risk Management, Commodity Markets, Microsoft Excel, Project Management, Internal Communications, Microsoft Office, Analysis
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (MBA)
Rice University 2004 — 2008
BA, Mathematical Economic Analysis, Managerial Studies
NRG eVgo January 2011 - Present
JPMorgan Chase July 2008 - January 2011
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Valuation, Credit, Marketing, LBO, Leveraged Finance, Banking, DCF, Trading, Data Analysis, Energy, Renewable Energy, Financial Analysis, Research, Due Diligence, Risk Management, Commodity Markets, Microsoft Excel, Project Management, Internal Communications, Microsoft Office, Analysis
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (MBA)
Rice University 2004 — 2008
BA, Mathematical Economic Analysis, Managerial Studies
Fermin Hernandez Fermin Hernandez's JPMorgan Experience December 2000 - November 2005
Job Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae November 2014 - Present
Stearns Lending April 2013 - December 2013
Roosevelt Management Company April 2012 - April 2013
MetLife April 2011 - April 2012
Bank of America September 2009 - December 2011
Bank of America August 2006 - September 2009
Bear Stearns/EMC November 2005 - August 2006
JPMorgan December 2000 - November 2005
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Executive Education, Negotiations
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Investments / Finance / Strategy
St. Mary's University 1995 — 1999
BBA, Finance
Fannie Mae November 2014 - Present
Stearns Lending April 2013 - December 2013
Roosevelt Management Company April 2012 - April 2013
MetLife April 2011 - April 2012
Bank of America September 2009 - December 2011
Bank of America August 2006 - September 2009
Bear Stearns/EMC November 2005 - August 2006
JPMorgan December 2000 - November 2005
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Executive Education, Negotiations
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Investments / Finance / Strategy
St. Mary's University 1995 — 1999
BBA, Finance
Edwin Fan Edwin Fan's JPMorgan Experience July 2009 - August 2011
Job Technical Architect at Apex Systems
Industry Computer Software
Experience
Apex Systems August 2012 - December 2013
JPMorgan July 2009 - August 2011
Rapid Solution August 2007 - June 2009
ExxonMobil August 2006 - July 2007
Skills
Data Management, Database Design, Oracle PL/SQL..., ETL, Data Warehousing, Oracle, PL/SQL, Data Modeling, SQL, Databases, Integration, Microsoft SQL Server, Software Development, Weblogic, Performance Tuning, Data Integration
Education
University of Houston 1983 — 1988
Ph.D., Physics
Shanghai Normal University 1978 — 1982
B.S., Physics
Apex Systems August 2012 - December 2013
JPMorgan July 2009 - August 2011
Rapid Solution August 2007 - June 2009
ExxonMobil August 2006 - July 2007
Skills
Data Management, Database Design, Oracle PL/SQL..., ETL, Data Warehousing, Oracle, PL/SQL, Data Modeling, SQL, Databases, Integration, Microsoft SQL Server, Software Development, Weblogic, Performance Tuning, Data Integration
Education
University of Houston 1983 — 1988
Ph.D., Physics
Shanghai Normal University 1978 — 1982
B.S., Physics
Maria Ding Maria Ding's JPMorgan Experience 2001 - 2005
Job Director/Sr. Credit Research Analyst
Industry Financial Services
Experience
Union Bank March 2013 - Present
Life Technologies 2008 - March 2013
Plexus Partners 2005 - 2008
JPMorgan 2001 - 2005
UCLA 1994 - 1999
Skills
Mergers, Biotechnology, Healthcare, Corporate FP&A, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Portfolio Management, Venture Capital, Acquisition Integration, Equities, Investments, Corporate Finance, Investment Banking, Forecasting, Corporate Development, Competitive Analysis, Capital Markets, Data Analysis
Education
Anderson Business School, UCLA 1999 — 2001
MBA, Finance
Rutgers University 1990 — 1994
PhD, Neuroscience
Union Bank March 2013 - Present
Life Technologies 2008 - March 2013
Plexus Partners 2005 - 2008
JPMorgan 2001 - 2005
UCLA 1994 - 1999
Skills
Mergers, Biotechnology, Healthcare, Corporate FP&A, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Portfolio Management, Venture Capital, Acquisition Integration, Equities, Investments, Corporate Finance, Investment Banking, Forecasting, Corporate Development, Competitive Analysis, Capital Markets, Data Analysis
Education
Anderson Business School, UCLA 1999 — 2001
MBA, Finance
Rutgers University 1990 — 1994
PhD, Neuroscience
Richard Speicher Richard Speicher's JPMorgan Experience October 2006 - June 2008
Job Director of Client Management Third Party Relationships
Industry Financial Services
Experience
HSBC Global Asset Management (USA), Inc. June 2015 - Present
UBS Wealth Management January 2011 - June 2015
Credit-Suisse June 2008 - February 2009
JPMorgan October 2006 - June 2008
US Trust April 2004 - October 2006
US Trust January 1996 - October 2006
Dreyfus Service Corporation May 1994 - January 1996
Skills
Equities, Hedge Funds, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence, Mutual Funds, Securities, Asset Allocation, Venture Capital, Fund Of Funds, Finance, Alternative Investments, Investment Management, Bloomberg, Series 7, Series 63, Structured Products, Investor Relations, Asset Management, Wealth Management, Fund Accounting, Financial Services, Wealth Management..., Trading, Capital Markets, Fund Administration, High Net Worth..., Funding, Investment Advisory, Private Banking, Financial Advisory, Corporate Finance, Relationship Management, Wealth, Financial Markets, Separately Managed..., FINRA
Education
London School of Economics and Political Science 1999 — 2000
NA, Monetary banking policy
St. John's University 1998 — 2000
MBA, Finance
St. John's University 1990 — 1994
BS, Finance
HSBC Global Asset Management (USA), Inc. June 2015 - Present
UBS Wealth Management January 2011 - June 2015
Credit-Suisse June 2008 - February 2009
JPMorgan October 2006 - June 2008
US Trust April 2004 - October 2006
US Trust January 1996 - October 2006
Dreyfus Service Corporation May 1994 - January 1996
Skills
Equities, Hedge Funds, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence, Mutual Funds, Securities, Asset Allocation, Venture Capital, Fund Of Funds, Finance, Alternative Investments, Investment Management, Bloomberg, Series 7, Series 63, Structured Products, Investor Relations, Asset Management, Wealth Management, Fund Accounting, Financial Services, Wealth Management..., Trading, Capital Markets, Fund Administration, High Net Worth..., Funding, Investment Advisory, Private Banking, Financial Advisory, Corporate Finance, Relationship Management, Wealth, Financial Markets, Separately Managed..., FINRA
Education
London School of Economics and Political Science 1999 — 2000
NA, Monetary banking policy
St. John's University 1998 — 2000
MBA, Finance
St. John's University 1990 — 1994
BS, Finance
Denise Ho's JPMorgan Experience January 2013 - March 2014
Job Relationship Manager Citigold Private Wealth Management
Industry Financial Services
Experience
Citigold March 2014 - Present
JPMorgan January 2013 - March 2014
JPMorgan Chase October 2009 - December 2012
TD Bank USA July 2008 - September 2009
Charles Schwab April 2000 - August 2000
Skills
Series 6, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Series 63, Loans, Commercial Lending, Mortgage Lending, Retail Banking, Home Equity, Credit, Banking, Credit Analysis, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Finance, International Business, Economics, Investment Banking, Marketing, Statistics, Calculus
Citigold March 2014 - Present
JPMorgan January 2013 - March 2014
JPMorgan Chase October 2009 - December 2012
TD Bank USA July 2008 - September 2009
Charles Schwab April 2000 - August 2000
Skills
Series 6, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Series 63, Loans, Commercial Lending, Mortgage Lending, Retail Banking, Home Equity, Credit, Banking, Credit Analysis, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Finance, International Business, Economics, Investment Banking, Marketing, Statistics, Calculus
Kathy Coppins Kathy Coppins's JPMorgan Experience October 1990 - February 1998
Job Chief Relationship Officer at Rising Tide Partners
Industry Professional Training & Coaching
Experience
Rising Tide Partners March 2015 - Present
One Simple Wish December 2014 - March 2015
Capco October 2014 - November 2014
Perficient October 2013 - September 2014
CoreMatrix Systems (acquired by Perficient October, 2013) September 2009 - October 2013
Personal-e-Yours, LLC 2000 - 2004
JPMorgan October 1990 - February 1998
Deloitte AG September 1988 - October 1990
Skills
Recruiting, Applicant Tracking..., Salesforce.com, SaaS, Metrics, Professional Services, Cloud Computing, CRM, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BS - Accounting, Business
Rising Tide Partners March 2015 - Present
One Simple Wish December 2014 - March 2015
Capco October 2014 - November 2014
Perficient October 2013 - September 2014
CoreMatrix Systems (acquired by Perficient October, 2013) September 2009 - October 2013
Personal-e-Yours, LLC 2000 - 2004
JPMorgan October 1990 - February 1998
Deloitte AG September 1988 - October 1990
Skills
Recruiting, Applicant Tracking..., Salesforce.com, SaaS, Metrics, Professional Services, Cloud Computing, CRM, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BS - Accounting, Business
Jack Borland Jack Borland's JPMorgan Experience August 1986 - March 2012
Job Director at Blades International
Industry Financial Services
Experience
Blades International May 2013 - Present
JPMorgan August 1986 - March 2012
Bancamerica NY September 1984 - July 1986
Skills
Research, English, FX Options, Banking, Trading, Economics, Investments, Corporate Finance, Management, Capital Markets, Business Strategy, Derivatives, Negotiation, Risk Management, Strategic Planning, Financial Analysis, Business Development, Foreign Exchange, Time Management, Management Consulting, Leadership, Sales, Customer Service, Investment Banking, Portfolio Management, Microsoft Office, Analysis, Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
Master of Arts (M.A.), International Relations and Affairs
St. Joseph's University 1967 — 1971
Bachelor of Arts (B.A.), International Relations and Affairs
Blades International May 2013 - Present
JPMorgan August 1986 - March 2012
Bancamerica NY September 1984 - July 1986
Skills
Research, English, FX Options, Banking, Trading, Economics, Investments, Corporate Finance, Management, Capital Markets, Business Strategy, Derivatives, Negotiation, Risk Management, Strategic Planning, Financial Analysis, Business Development, Foreign Exchange, Time Management, Management Consulting, Leadership, Sales, Customer Service, Investment Banking, Portfolio Management, Microsoft Office, Analysis, Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
Master of Arts (M.A.), International Relations and Affairs
St. Joseph's University 1967 — 1971
Bachelor of Arts (B.A.), International Relations and Affairs
Joseph DeBold Joseph DeBold's JPMorgan Experience May 1998 - Present
Job Relationship Manager at JPMorgan
Industry Outsourcing/Offshoring
Experience
JPMorgan May 1998 - Present
Chase Manhattan Bank February 1990 - May 1995
Skills
Capital Markets, Fixed Income, Financial Analysis, Investments, Bonds, Client Services, Corporate Actions, Mutual Funds, Derivatives, Strategy, Banking, Portfolio Management, Financial Services, Securities, Relationship Management, Hedge Funds, Risk Management, FX Options, Credit, Equities, Asset Management, Alternative Investments, Middle Office, Vendor Management, Financial Markets, Payments, Business Analysis, Settlement, Finance, Financial Risk, Investment Banking, Series 7, CRM, Cash Management, Series 63, Bloomberg, Wealth Management, Trading, Treasury Services, Back Office, Collateral Management
Education
Ramapo College of New Jersey 1986 — 1988
BA, Communications
St.John Vianney HS, Ramapo College
JPMorgan May 1998 - Present
Chase Manhattan Bank February 1990 - May 1995
Skills
Capital Markets, Fixed Income, Financial Analysis, Investments, Bonds, Client Services, Corporate Actions, Mutual Funds, Derivatives, Strategy, Banking, Portfolio Management, Financial Services, Securities, Relationship Management, Hedge Funds, Risk Management, FX Options, Credit, Equities, Asset Management, Alternative Investments, Middle Office, Vendor Management, Financial Markets, Payments, Business Analysis, Settlement, Finance, Financial Risk, Investment Banking, Series 7, CRM, Cash Management, Series 63, Bloomberg, Wealth Management, Trading, Treasury Services, Back Office, Collateral Management
Education
Ramapo College of New Jersey 1986 — 1988
BA, Communications
St.John Vianney HS, Ramapo College
Emily Edelstein Emily Edelstein's JPMorgan Experience 2008 - September 2014
Job Product Manager and Project Manager
Industry Financial Services
Experience
JPMorgan 2008 - September 2014
Bear Stearns/ Global Clearing Services June 2005 - 2008
State Street 2000 - 2005
Deutsche Bank 1997 - 2000
Bankers Trust 1993 - 1997
Skills
Product Development, Project Management, SDLC, Management, Fixed Income, Financial Services, Equities, Quality Assurance, Securities, Banking, Hedge Funds, Team Management, Derivatives, Team Building, Portfolio Management, Business Analysis, Vendor Management, Investments, Investment Banking, Asset Management, Customer Service, Prime Brokerage, Trading Systems, Accounting, Capital Markets, Bloomberg, Risk Management, Strategy, Financial Risk
Education
Rutgers College
BA
JPMorgan 2008 - September 2014
Bear Stearns/ Global Clearing Services June 2005 - 2008
State Street 2000 - 2005
Deutsche Bank 1997 - 2000
Bankers Trust 1993 - 1997
Skills
Product Development, Project Management, SDLC, Management, Fixed Income, Financial Services, Equities, Quality Assurance, Securities, Banking, Hedge Funds, Team Management, Derivatives, Team Building, Portfolio Management, Business Analysis, Vendor Management, Investments, Investment Banking, Asset Management, Customer Service, Prime Brokerage, Trading Systems, Accounting, Capital Markets, Bloomberg, Risk Management, Strategy, Financial Risk
Education
Rutgers College
BA
David Embry's JPMorgan Experience January 2004 - November 2011
Job President Lockton Marketplace at Lockton Affinity
Industry Financial Services
Experience
Lockton Affinity January 2014 - Present
SelectQuote Benefit Solutions November 2011 - December 2013
JPMorgan January 2004 - November 2011
JPMorgan January 1998 - January 2004
American Century Investments January 1995 - January 1998
ADP Retirement Plan Services January 1994 - January 1995
American Century Investments August 1991 - December 1994
Skills
Employee Benefits, Retirement, Investments, Medicare Exchange, Defined Benefit, Sales Management, 401k, Series 7, Series 6, Series 24, Series 63, Pensions, Voluntary Employee..., Finance, Financial Services, Portfolio Management, Fixed Annuities, Investment Strategies, Mutual Funds, Insurance, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Health Insurance, Securities, Asset Management, Relationship Management, Investment Management, Financial Advisory, Life Insurance, Retirement Plan..., ERISA, Alternative Investments, FINRA
Education
University of Missouri-Kansas City 1992 — 1995
MBA, Finance
Southwest Baptist University 1987 — 1991
BS, Business Administration and Finance
Lockton Affinity January 2014 - Present
SelectQuote Benefit Solutions November 2011 - December 2013
JPMorgan January 2004 - November 2011
JPMorgan January 1998 - January 2004
American Century Investments January 1995 - January 1998
ADP Retirement Plan Services January 1994 - January 1995
American Century Investments August 1991 - December 1994
Skills
Employee Benefits, Retirement, Investments, Medicare Exchange, Defined Benefit, Sales Management, 401k, Series 7, Series 6, Series 24, Series 63, Pensions, Voluntary Employee..., Finance, Financial Services, Portfolio Management, Fixed Annuities, Investment Strategies, Mutual Funds, Insurance, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Health Insurance, Securities, Asset Management, Relationship Management, Investment Management, Financial Advisory, Life Insurance, Retirement Plan..., ERISA, Alternative Investments, FINRA
Education
University of Missouri-Kansas City 1992 — 1995
MBA, Finance
Southwest Baptist University 1987 — 1991
BS, Business Administration and Finance
Frank Ascone Frank Ascone's JPMorgan Experience August 1992 - August 1997
Job Information Architect at DefinedLogic
Industry Marketing and Advertising
Experience
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Kimberly De Gennaro (Stowers)'s JPMorgan Experience 1998 - 2004
Job Sales Operations Aegis Capital Ventures at Aegis Capital
Industry Information Technology and Services
Experience
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
James Jardinella's JPMorgan Experience April 2001 - August 2008
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets March 2015 - Present
KPMG US March 2014 - March 2015
Bank of America-Merrill Lynch November 2009 - February 2014
Bank of Tokyo-Mitsubishi August 2008 - October 2009
JPMorgan April 2001 - August 2008
C&S Wholesale Grocers February 2000 - March 2001
US Army 1997 - 2000
Skills
Equities, Fixed Income, Leadership, Capital Markets, Investment Banking, Financial Analysis, Operations Management, Foreign Exchange, Credit Derivatives, Program Management, Project Management, Operational Risk..., G/L Reconciliations, Essbase, MS Excel, MS Access, MS PowerPoint, MS Word, MS Project, SharePoint, SWIFT messaging, FXALL, MISYS, GTSS, Alert, ARIS, BPMN, Process Improvement, Prime Brokerage, Securities, Financial Modeling, Valuation, Strategy, Risk Management, Derivatives, Business Analysis, Hedge Funds, Interest Rate..., Trading, Swaps, Asset Management, FX Options, Financial Services, Access, Corporate Finance, Financial Risk, Microsoft Excel, Structured Products, Middle Office
Education
Rutgers University School of Law - Newark 2001 — 2005
JD
United States Military Academy at West Point 1993 — 1997
BS, Economics
Ridge High 1989 — 1993
BMO Capital Markets March 2015 - Present
KPMG US March 2014 - March 2015
Bank of America-Merrill Lynch November 2009 - February 2014
Bank of Tokyo-Mitsubishi August 2008 - October 2009
JPMorgan April 2001 - August 2008
C&S Wholesale Grocers February 2000 - March 2001
US Army 1997 - 2000
Skills
Equities, Fixed Income, Leadership, Capital Markets, Investment Banking, Financial Analysis, Operations Management, Foreign Exchange, Credit Derivatives, Program Management, Project Management, Operational Risk..., G/L Reconciliations, Essbase, MS Excel, MS Access, MS PowerPoint, MS Word, MS Project, SharePoint, SWIFT messaging, FXALL, MISYS, GTSS, Alert, ARIS, BPMN, Process Improvement, Prime Brokerage, Securities, Financial Modeling, Valuation, Strategy, Risk Management, Derivatives, Business Analysis, Hedge Funds, Interest Rate..., Trading, Swaps, Asset Management, FX Options, Financial Services, Access, Corporate Finance, Financial Risk, Microsoft Excel, Structured Products, Middle Office
Education
Rutgers University School of Law - Newark 2001 — 2005
JD
United States Military Academy at West Point 1993 — 1997
BS, Economics
Ridge High 1989 — 1993
Peter Drier's JPMorgan Experience 2004 - 2006
Job Chief Recreation Officer at Funemployed
Industry Computer Software
Experience
Funemployed May 2015 - Present
Peter's Photography January 2005 - Present
Wells Fargo Securities August 2012 - May 2015
Merlin Securities May 2011 - July 2012
Bridgewater Associates November 2008 - August 2009
Bank of America September 2006 - November 2008
JPMorganChase November 2004 - August 2006
JPMorgan 2004 - 2006
Credit Suisse First Boston September 2002 - November 2004
Sapient June 1997 - July 2002
Skills
Trading Systems, Equities, Options, SDLC, Application Architecture, Hedge Funds, Prime Brokerage, Program Trading, Agile Methodologies, Subversion, JIRA, HTML, Sybase, C++, SOA, C#, Oracle, JSON, Derivatives, WPF, Electronic Trading, XML, Financial Markets, Microsoft SQL Server, Software Development, Enterprise Architecture, Object Oriented Design, .NET, Project Management, Consulting, Software Project..., Trading, Capital Markets
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS
Funemployed May 2015 - Present
Peter's Photography January 2005 - Present
Wells Fargo Securities August 2012 - May 2015
Merlin Securities May 2011 - July 2012
Bridgewater Associates November 2008 - August 2009
Bank of America September 2006 - November 2008
JPMorganChase November 2004 - August 2006
JPMorgan 2004 - 2006
Credit Suisse First Boston September 2002 - November 2004
Sapient June 1997 - July 2002
Skills
Trading Systems, Equities, Options, SDLC, Application Architecture, Hedge Funds, Prime Brokerage, Program Trading, Agile Methodologies, Subversion, JIRA, HTML, Sybase, C++, SOA, C#, Oracle, JSON, Derivatives, WPF, Electronic Trading, XML, Financial Markets, Microsoft SQL Server, Software Development, Enterprise Architecture, Object Oriented Design, .NET, Project Management, Consulting, Software Project..., Trading, Capital Markets
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS
Ash Yadav's JPMorgan Experience 2002 - 2005
Job
Industry Information Technology and Services
Experience
HSBC May 2011 - Present
HSBC / DACS Tech May 2011 - December 2012
Credit Suisse 2009 - May 2011
Credit Suisse 2005 - 2009
JPMorgan 2002 - 2005
DLJ Direct iNautix Technologies 2000 - 2002
Merrill Lynch 1999 - 1999
Merrill Lynch 1994 - 1999
Merrill Lynch 1994 - 1994
Merrill Lynch 1992 - 1993
Skills
Fixed Income, Trading Systems, Trading, Equities, Equity Derivatives, Hedge Funds, Management, FX Options, SDLC, Prime Brokerage, Financial Services, Middle Office, Project Management, Business Analysis, Risk Management, Vendor Management, PMO, Investment Banking
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Bachelor of Science (BS)
K C College 1984 — 1986
HSC
ST Xaviers Boys Academy 1979 — 1984
HSBC May 2011 - Present
HSBC / DACS Tech May 2011 - December 2012
Credit Suisse 2009 - May 2011
Credit Suisse 2005 - 2009
JPMorgan 2002 - 2005
DLJ Direct iNautix Technologies 2000 - 2002
Merrill Lynch 1999 - 1999
Merrill Lynch 1994 - 1999
Merrill Lynch 1994 - 1994
Merrill Lynch 1992 - 1993
Skills
Fixed Income, Trading Systems, Trading, Equities, Equity Derivatives, Hedge Funds, Management, FX Options, SDLC, Prime Brokerage, Financial Services, Middle Office, Project Management, Business Analysis, Risk Management, Vendor Management, PMO, Investment Banking
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Bachelor of Science (BS)
K C College 1984 — 1986
HSC
ST Xaviers Boys Academy 1979 — 1984
Tom Toft's JPMorgan Experience January 2002 - December 2005
Job
Industry Human Resources
Experience
Ceridian Benefits Services 2005 - 2012
JPMorgan January 2002 - December 2005
AT&T 2000 - 2002
Skills
Vendor Management, New Business Development, Benefits Administration, Customer Service, Customer Satisfaction, Leadership, Sales, Salesforce.com, Business Process..., Change Management, Call Centers, Recruiting, Employee Benefits, Team Building, HRIS, Cross-functional Team..., SaaS, Lead Generation, Employee Relations, Talent Management, Solution Selling, Management, Requirements Gathering, Process Improvement, Business Analysis, Sales Process, Performance Management, Requirements Analysis, Coaching, Customer Retention, CRM, Account Management, Strategic Planning, Applicant Tracking..., Software Installation, Sales Support Tools, Consulting, Cold Calling, Outsourcing, Training, Analysis, Project Management
Education
Rider University 1981 — 1985
BS, Marketing
Bishop Egan 1972 — 1976
Ceridian Benefits Services 2005 - 2012
JPMorgan January 2002 - December 2005
AT&T 2000 - 2002
Skills
Vendor Management, New Business Development, Benefits Administration, Customer Service, Customer Satisfaction, Leadership, Sales, Salesforce.com, Business Process..., Change Management, Call Centers, Recruiting, Employee Benefits, Team Building, HRIS, Cross-functional Team..., SaaS, Lead Generation, Employee Relations, Talent Management, Solution Selling, Management, Requirements Gathering, Process Improvement, Business Analysis, Sales Process, Performance Management, Requirements Analysis, Coaching, Customer Retention, CRM, Account Management, Strategic Planning, Applicant Tracking..., Software Installation, Sales Support Tools, Consulting, Cold Calling, Outsourcing, Training, Analysis, Project Management
Education
Rider University 1981 — 1985
BS, Marketing
Bishop Egan 1972 — 1976
Joe Eitel's JPMorgan Experience 1997 - April 2008
Job
Industry Banking
Experience
Bank of America Merrill Lynch April 2008 - Present
Bank of America 2008 - Present
JPMorgan 1997 - April 2008
Education
St. John's University, The Peter J. Tobin College of Business
MBA
University at Buffalo
B.S., Business
Bank of America Merrill Lynch April 2008 - Present
Bank of America 2008 - Present
JPMorgan 1997 - April 2008
Education
St. John's University, The Peter J. Tobin College of Business
MBA
University at Buffalo
B.S., Business
Noreen Postman's JPMorgan Experience March 1984 - July 1996
Job
Industry Information Technology and Services
Experience
H&R Block December 2012 - Present
H&R Block December 2007 - November 2012
MPL Systems, Inc. November 2010 - January 2011
Department of Commerce, 2010 Census January 2010 - September 2010
JPMorgan Chase Bank NA June 2005 - January 2008
Computer Sciences Corporation January 2003 - June 2005
Verizon July 1996 - January 2003
JPMorgan March 1984 - July 1996
SIAC 1977 - 1984
CitiBank 1975 - 1977
Skills
Registered Tax Return..., Vendor Management, Management, Project Management, Leadership, Software Development, IT Strategy, Business Process..., Business Analysis, Outsourcing, Business Process, Troubleshooting, Team Building, Unix, SDLC, Quality Assurance, Change Management, System Administration, Lotus Notes, Networking, Training, Testing, Process Improvement, Software Documentation, Access, Visio, Oracle, Analysis, SharePoint, Integration, Technical Support, Security, Disaster Recovery, Program Management, Finance
Education
University of Phoenix 2007 — 2009
MBA
NYU School of Continuing Education 1999 — 2002
Certificate
Saint Peter's University 1969 — 1973
BS
H&R Block December 2012 - Present
H&R Block December 2007 - November 2012
MPL Systems, Inc. November 2010 - January 2011
Department of Commerce, 2010 Census January 2010 - September 2010
JPMorgan Chase Bank NA June 2005 - January 2008
Computer Sciences Corporation January 2003 - June 2005
Verizon July 1996 - January 2003
JPMorgan March 1984 - July 1996
SIAC 1977 - 1984
CitiBank 1975 - 1977
Skills
Registered Tax Return..., Vendor Management, Management, Project Management, Leadership, Software Development, IT Strategy, Business Process..., Business Analysis, Outsourcing, Business Process, Troubleshooting, Team Building, Unix, SDLC, Quality Assurance, Change Management, System Administration, Lotus Notes, Networking, Training, Testing, Process Improvement, Software Documentation, Access, Visio, Oracle, Analysis, SharePoint, Integration, Technical Support, Security, Disaster Recovery, Program Management, Finance
Education
University of Phoenix 2007 — 2009
MBA
NYU School of Continuing Education 1999 — 2002
Certificate
Saint Peter's University 1969 — 1973
BS
Ashwin Mahajan's JPMorgan Experience June 2008 - September 2009
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan March 2011 - December 2011
Bank of America Merrill Lynch September 2009 - March 2011
JPMorgan June 2008 - September 2009
Bear Stearns April 2005 - June 2008
Merkle Direct Marketing November 2003 - April 2005
CNYRTA March 2001 - January 2003
Electronic Data Systems March 1999 - September 2000
Satyam Computer Services September 1997 - September 2000
Education
SUNY Polytechnic Institute 2001 — 2003
MS, Computer Science
National Institute of Technology 1993 — 1997
BS, Production Engineering
Ranchi University 1993 — 1997
BS, Production Engineering
University of Maryland College Park
JP Morgan March 2011 - December 2011
Bank of America Merrill Lynch September 2009 - March 2011
JPMorgan June 2008 - September 2009
Bear Stearns April 2005 - June 2008
Merkle Direct Marketing November 2003 - April 2005
CNYRTA March 2001 - January 2003
Electronic Data Systems March 1999 - September 2000
Satyam Computer Services September 1997 - September 2000
Education
SUNY Polytechnic Institute 2001 — 2003
MS, Computer Science
National Institute of Technology 1993 — 1997
BS, Production Engineering
Ranchi University 1993 — 1997
BS, Production Engineering
University of Maryland College Park
Anil Kale PMP's JPMorgan Experience June 2008 - February 2012
Job
Industry Information Technology and Services
Experience
Bank of America January 2014 - Present
Prudential Financial February 2012 - December 2013
JPMorgan June 2008 - February 2012
Bear Stearns October 2003 - June 2008
Agrema Technologies Inc November 1999 - November 2006
Lehman Brothers January 1999 - October 2003
TIAA-CREF February 1994 - November 1999
Standard Chartered Bank 1994 - 1994
Bank of America 1992 - 1994
Tata Motors 1990 - 1992
Skills
Prime Brokerage, Fixed Income, Trading Systems, Electronic Trading, SDLC, Market Data, Equities, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Capital Markets, Project Management, Investment Banking, Sybase, Derivatives, Investment Management, Management, Enterprise Software, Options, Back Office, FX Options, Market Risk, Financial Services, Securities, ACORD, Vendor Integration, Broker-Dealer, Wealth Management
Education
Sardar Patel University
BS, Engineering
Bank of America January 2014 - Present
Prudential Financial February 2012 - December 2013
JPMorgan June 2008 - February 2012
Bear Stearns October 2003 - June 2008
Agrema Technologies Inc November 1999 - November 2006
Lehman Brothers January 1999 - October 2003
TIAA-CREF February 1994 - November 1999
Standard Chartered Bank 1994 - 1994
Bank of America 1992 - 1994
Tata Motors 1990 - 1992
Skills
Prime Brokerage, Fixed Income, Trading Systems, Electronic Trading, SDLC, Market Data, Equities, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Capital Markets, Project Management, Investment Banking, Sybase, Derivatives, Investment Management, Management, Enterprise Software, Options, Back Office, FX Options, Market Risk, Financial Services, Securities, ACORD, Vendor Integration, Broker-Dealer, Wealth Management
Education
Sardar Patel University
BS, Engineering
Abhijit Chitnis's JPMorgan Experience 1998 - Present
Job
Industry Information Technology and Services
Experience
JPMorgan Chase February 1998 - Present
JP Morgan Chase 1998 - Present
JP Morgan 1998 - Present
JPMChase 1998 - Present
JPMorgan 1998 - Present
J P Morgan Chase 1998 - Present
JPMorganChase 1998 - Present
JPMC 1998 - Present
Skills
SDLC, Business Analysis, Management, Requirements Analysis, Requirements Gathering, Software Project...
Education
Rutgers University-New Brunswick 1987 — 1989
MS
SGGS College of Engineering, Nanded 1983 — 1987
Bachelor of Engineering
St. Xavier's Technical Institute 1981 — 1983
DERE
SIES College 1979 — 1981
HSC
Little Flower High School 1975 — 1979
SSC
Smt. Sulochanadevi Singhania High School 1969 — 1975
JPMorgan Chase February 1998 - Present
JP Morgan Chase 1998 - Present
JP Morgan 1998 - Present
JPMChase 1998 - Present
JPMorgan 1998 - Present
J P Morgan Chase 1998 - Present
JPMorganChase 1998 - Present
JPMC 1998 - Present
Skills
SDLC, Business Analysis, Management, Requirements Analysis, Requirements Gathering, Software Project...
Education
Rutgers University-New Brunswick 1987 — 1989
MS
SGGS College of Engineering, Nanded 1983 — 1987
Bachelor of Engineering
St. Xavier's Technical Institute 1981 — 1983
DERE
SIES College 1979 — 1981
HSC
Little Flower High School 1975 — 1979
SSC
Smt. Sulochanadevi Singhania High School 1969 — 1975
Richard Bozzell's JPMorgan Experience 2003 - 2007
Job Reference Data Technology Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - February 2012
Bank of America April 2007 - February 2012
JPMorgan Chase January 2003 - April 2007
Chase January 2003 - April 2007
JPMorgan 2003 - 2007
JP Morgan Chase 2002 - 2006
Accenture June 1989 - September 2002
Andersen Consulting June 1989 - September 1999
Skills
Reference Data, Team Leadership, Technology...
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Electrical Engineering
Bank of America Merrill Lynch April 2007 - February 2012
Bank of America April 2007 - February 2012
JPMorgan Chase January 2003 - April 2007
Chase January 2003 - April 2007
JPMorgan 2003 - 2007
JP Morgan Chase 2002 - 2006
Accenture June 1989 - September 2002
Andersen Consulting June 1989 - September 1999
Skills
Reference Data, Team Leadership, Technology...
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Electrical Engineering
Siobhan Flannery-Gangi's JPMorgan Experience May 1999 - February 2010
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan February 2010 - Present
JPMorgan May 1999 - February 2010
Skills
Asset Management, Alternative Investments, Equities, Fixed Income
Education
Queens College 1993 — 1998
Bachelors Degree, English
JP Morgan February 2010 - Present
JPMorgan May 1999 - February 2010
Skills
Asset Management, Alternative Investments, Equities, Fixed Income
Education
Queens College 1993 — 1998
Bachelors Degree, English
David Voell's JPMorgan Experience Executive DirectorJPMorgan Chase1995 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Executive DirectorJPMorgan Chase1995 - Present
JP Morgan 1995 - Present
Lehman Brothers October 1989 - August 1995
Education
Rutgers University-New Brunswick 1979 — 1983
JPMorgan Executive DirectorJPMorgan Chase1995 - Present
JP Morgan 1995 - Present
Lehman Brothers October 1989 - August 1995
Education
Rutgers University-New Brunswick 1979 — 1983
Arika Riedell's JPMorgan Experience July 2007 - April 2010
Job Advisor at Avenue Wealth
Industry Banking
Experience
Avenue Wealth April 2010 - Present
JPMorgan July 2007 - April 2010
JPMorgan Chase July 2006 - July 2007
Skills
Wealth Management, Banking, Process Improvement, Investments, Investment Banking, Equities, Project Management, CRM, Asset Allocation, Business Planning, Securities, Analysis, Financial Modeling, Financial Advisory, Series 7
Education
University of Maryland College Park 2002 — 2006
Finance, International Business
Richmond, The American International University in London 2004 — 2005
International Finance and the European Union
Avenue Wealth April 2010 - Present
JPMorgan July 2007 - April 2010
JPMorgan Chase July 2006 - July 2007
Skills
Wealth Management, Banking, Process Improvement, Investments, Investment Banking, Equities, Project Management, CRM, Asset Allocation, Business Planning, Securities, Analysis, Financial Modeling, Financial Advisory, Series 7
Education
University of Maryland College Park 2002 — 2006
Finance, International Business
Richmond, The American International University in London 2004 — 2005
International Finance and the European Union
Deepali Singh's JPMorgan Experience 2003 - 2005
Job Associate at credit Suisse
Industry Financial Services
Experience
credit Suisse assocjpmorgan chase bank2003 - Present
JPMorgan 2003 - 2005
JPMorgan Chase 2003 - 2005
CRISIL 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
S.P. Jain Institute of Management & Research 1999 — 2001
PGDM, finance
University of Lucknow 1999 — 2001
bms, commerce
credit Suisse assocjpmorgan chase bank2003 - Present
JPMorgan 2003 - 2005
JPMorgan Chase 2003 - 2005
CRISIL 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
S.P. Jain Institute of Management & Research 1999 — 2001
PGDM, finance
University of Lucknow 1999 — 2001
bms, commerce
Greg Wiske's JPMorgan Experience October 1996 - January 2005
Job Executive Director and Group Head of Middle Market Corporate Banking, Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation November 2011 - Present
Allied Irish Bank February 2005 - November 2011
JPMorgan October 1996 - January 2005
Price Waterhouse 1992 - 1996
Skills
Credit Analysis, Portfolio Management, Leveraged Finance, Loans, Credit, Financial Structuring, Commercial Lending, Restructuring, Financial Analysis, Mergers, Loan Origination, Underwriting, Finance, Workout, Middle Market, Credit Risk, Mergers & Acquisitions, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MBA, Finance
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Accounting/Finance
Sumitomo Mitsui Banking Corporation November 2011 - Present
Allied Irish Bank February 2005 - November 2011
JPMorgan October 1996 - January 2005
Price Waterhouse 1992 - 1996
Skills
Credit Analysis, Portfolio Management, Leveraged Finance, Loans, Credit, Financial Structuring, Commercial Lending, Restructuring, Financial Analysis, Mergers, Loan Origination, Underwriting, Finance, Workout, Middle Market, Credit Risk, Mergers & Acquisitions, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MBA, Finance
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Accounting/Finance
Damien Green's JPMorgan Experience August 2008 - April 2010
Job Business Analyst at Tudor
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION May 2014 - Present
Cutwater Asset Management April 2011 - April 2014
Shumway Capital May 2010 - April 2011
JPMorgan August 2008 - April 2010
JPMorgan June 2007 - August 2008
JPMorgan June 2003 - June 2007
Education
South Carolina State University 1999 — 2002
BS, Computer Science
TUDOR INVESTMENT CORPORATION May 2014 - Present
Cutwater Asset Management April 2011 - April 2014
Shumway Capital May 2010 - April 2011
JPMorgan August 2008 - April 2010
JPMorgan June 2007 - August 2008
JPMorgan June 2003 - June 2007
Education
South Carolina State University 1999 — 2002
BS, Computer Science
Viral Naik's JPMorgan Experience 2003 - 2005
Job Vice President Oak Hill Advisors
Industry Financial Services
Experience
Oak Hill Advisors, L.P. April 2005 - Present
JPMorgan 2003 - 2005
J.P. Morgan January 2000 - December 2003
Education
Seton Hall University 2000 — 2004
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1995 — 1999
Oak Hill Advisors, L.P. April 2005 - Present
JPMorgan 2003 - 2005
J.P. Morgan January 2000 - December 2003
Education
Seton Hall University 2000 — 2004
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1995 — 1999
Gary Fullenbaum's JPMorgan Experience 1997 - 2006
Job Director, Information Technology, Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management (formerly SAC Capital) June 2007 - Present
Private Client Resources, LLC March 2006 - June 2007
JPMorgan 1997 - 2006
Accenture July 1990 - June 1997
Skills
Business Analysis, Trading Systems, Risk Management, Hedge Funds, Equities, Portfolio Management, Project Management
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Rutgers University
Bachelor of Arts (BA)
Point72 Asset Management (formerly SAC Capital) June 2007 - Present
Private Client Resources, LLC March 2006 - June 2007
JPMorgan 1997 - 2006
Accenture July 1990 - June 1997
Skills
Business Analysis, Trading Systems, Risk Management, Hedge Funds, Equities, Portfolio Management, Project Management
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Rutgers University
Bachelor of Arts (BA)
Meredith Bouchey's JPMorgan Experience June 2004 - June 2008
Job Marketing & Sales Innovation Manager at PwC
Industry Financial Services
Experience
PwC October 2013 - Present
PricewaterhouseCoopers November 2009 - October 2013
Hewitt Associates January 2009 - May 2009
JPMorgan June 2004 - June 2008
JPMorgan February 2002 - June 2004
JPMorgan Chase July 2000 - February 2002
Education
Southern Methodist University 1996 — 2000
Minor - History
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance; Organizational Behavior and Business Policy
McCullough High School
PwC October 2013 - Present
PricewaterhouseCoopers November 2009 - October 2013
Hewitt Associates January 2009 - May 2009
JPMorgan June 2004 - June 2008
JPMorgan February 2002 - June 2004
JPMorgan Chase July 2000 - February 2002
Education
Southern Methodist University 1996 — 2000
Minor - History
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance; Organizational Behavior and Business Policy
McCullough High School
Fermin Hernandez's JPMorgan Experience 2000 - 2005
Job Sr. Financial Analyst at CW
Industry Financial Services
Experience
CW analystjpmorgan2000 - 2005
jpmorgan 2000 - 2005
Education
Southern Methodist University - Cox School of Business 2003 — 2005
St. Mary's University 1995 — 1999
BBA, Finance
CW analystjpmorgan2000 - 2005
jpmorgan 2000 - 2005
Education
Southern Methodist University - Cox School of Business 2003 — 2005
St. Mary's University 1995 — 1999
BBA, Finance
Nathan Gampel's JPMorgan Experience 2006 - 2009
Job Principal Consultant at Capco
Industry Banking
Experience
Capco 2013 - Present
PwC Consulting 2011 - 2013
Citi 2010 - 2011
Citi 2009 - 2010
JPMorgan 2006 - 2009
MasterCard 2006 - 2006
M.C.C. Consulting, Inc. 2005 - 2006
Skills
Securities, Trading, Product Development, Product Management, Customer Relations, Management Consulting, Strategy Development, Product Strategy, Securities Services, Global Custody, Fund Administration, Fund Operations, Target Operating Model, FATCA
Education
Rutgers University – Camden
MBA, Finance and Law
Teachers College of Columbia University
MA, Social Organization Psychology
Capco 2013 - Present
PwC Consulting 2011 - 2013
Citi 2010 - 2011
Citi 2009 - 2010
JPMorgan 2006 - 2009
MasterCard 2006 - 2006
M.C.C. Consulting, Inc. 2005 - 2006
Skills
Securities, Trading, Product Development, Product Management, Customer Relations, Management Consulting, Strategy Development, Product Strategy, Securities Services, Global Custody, Fund Administration, Fund Operations, Target Operating Model, FATCA
Education
Rutgers University – Camden
MBA, Finance and Law
Teachers College of Columbia University
MA, Social Organization Psychology
Jeanna Roderick's JPMorgan Experience June 2007 - February 2011
Job Retired
Industry Financial Services
Experience
Wells Fargo Advisors February 2011 - April 2015
JPMorgan June 2007 - February 2011
JPMorgan April 2001 - June 2007
Hallmark Cards May 1990 - March 2001
Skills
Vendor Management, Process Improvement, Risk Management, Business Analysis, Financial Services, Project Management, Project Portfolio..., Management, SDLC, Program Management
Education
Rockhurst University 1990 — 1994
MBA, Business
William Jewell College 1986 — 1990
Systems in Data Processing, Business Management
Wells Fargo Advisors February 2011 - April 2015
JPMorgan June 2007 - February 2011
JPMorgan April 2001 - June 2007
Hallmark Cards May 1990 - March 2001
Skills
Vendor Management, Process Improvement, Risk Management, Business Analysis, Financial Services, Project Management, Project Portfolio..., Management, SDLC, Program Management
Education
Rockhurst University 1990 — 1994
MBA, Business
William Jewell College 1986 — 1990
Systems in Data Processing, Business Management
Deepak Agnani's JPMorgan Experience September 1996 - February 2001
Job Head of Financial Products at PeerIQ
Industry Financial Services
Experience
PeerIQ April 2015 - Present
Markit July 2009 - February 2015
Standard & Poor's May 2009 - June 2009
Credit Suisse February 2001 - December 2008
Credit Suisse 2001 - 2008
JPMorgan September 1996 - February 2001
JP Morgan 1996 - 2001
Skills
Fixed Income, Credit, Derivatives, Investment Banking, Market Data, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Accounting
J.P.Stevens High School 1988 — 1992
PeerIQ April 2015 - Present
Markit July 2009 - February 2015
Standard & Poor's May 2009 - June 2009
Credit Suisse February 2001 - December 2008
Credit Suisse 2001 - 2008
JPMorgan September 1996 - February 2001
JP Morgan 1996 - 2001
Skills
Fixed Income, Credit, Derivatives, Investment Banking, Market Data, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Accounting
J.P.Stevens High School 1988 — 1992
Gregory Clements's JPMorgan Experience September 1988 - June 2005
Job COO at REOL Services / Cityrealty.com
Industry Financial Services
Experience
REOL Services / Cityrealty.com July 2010 - Present
NOA November 2007 - February 2011
STEPP Consulting Services October 2006 - July 2010
Global Media Exchange September 2007 - March 2010
JPMorgan September 1988 - June 2005
Skills
Mergers & Acquisitions, Strategy, Financial Services, Start-ups, Capital Markets, Asset Management, Investment Banking, Banking, Investments, Finance, Business Strategy, Securities
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
REOL Services / Cityrealty.com July 2010 - Present
NOA November 2007 - February 2011
STEPP Consulting Services October 2006 - July 2010
Global Media Exchange September 2007 - March 2010
JPMorgan September 1988 - June 2005
Skills
Mergers & Acquisitions, Strategy, Financial Services, Start-ups, Capital Markets, Asset Management, Investment Banking, Banking, Investments, Finance, Business Strategy, Securities
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Ariana Dalton's JPMorgan Experience 2002 - 2007
Job Executive Director
Industry Financial Services
Experience
JP Morgan Chase April 2013 - Present
JP Morgan Chase October 2010 - April 2013
JP Morgan Chase July 2009 - October 2010
Coca-Cola Enterprises December 2007 - June 2009
JPMorgan 2002 - 2007
Skills
Project Managerment, Audit, Internal Controls, Leadership, Process Improvement, Risk Management, Team Building
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2002
Bachelor of Applied Science (BASc), Finance
JP Morgan Chase April 2013 - Present
JP Morgan Chase October 2010 - April 2013
JP Morgan Chase July 2009 - October 2010
Coca-Cola Enterprises December 2007 - June 2009
JPMorgan 2002 - 2007
Skills
Project Managerment, Audit, Internal Controls, Leadership, Process Improvement, Risk Management, Team Building
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2002
Bachelor of Applied Science (BASc), Finance
Nancy Fernandes's JPMorgan Experience February 2009 - Present
Job Business Analyst & Financial Reporting Specialist at JPMorgan
Industry Accounting
Experience
JPMorgan February 2009 - Present
JP Morgan Chase 2006 - Present
Skills
Bloomberg, Mutual Funds, Capital Markets, Financial Analysis, Fixed Income, Banking, Equities, Securities, Valuation
Education
Simmons College 1999 — 2003
JPMorgan February 2009 - Present
JP Morgan Chase 2006 - Present
Skills
Bloomberg, Mutual Funds, Capital Markets, Financial Analysis, Fixed Income, Banking, Equities, Securities, Valuation
Education
Simmons College 1999 — 2003
Mike Slomsky's JPMorgan Experience August 1999 - January 2012
Job Investor
Industry Financial Services
Experience
Personal investor May 2013 - Present
Graham Capital Management September 2012 - May 2013
JPMorgan August 1999 - January 2012
Bankers Trust 1995 - 1997
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
Personal investor May 2013 - Present
Graham Capital Management September 2012 - May 2013
JPMorgan August 1999 - January 2012
Bankers Trust 1995 - 1997
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
Glynne Smith's JPMorgan Experience March 2008 - Present
Job SQL Server DBA at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan March 2008 - Present
JP Morgan 2004 - Present
Bear Stearns June 2004 - March 2008
Bear Stears, Inc. 2004 - 2008
Kraft Foods 2001 - 2004
Nabisco / Kraft Foods 1998 - 2004
Nabisco - Kraft 1997 - 2004
Kraft 1997 - 2004
Nabisco 1995 - 2004
Prudential 1985 - 1995
Education
Sheffield Hallam University 1974 — 1978
Spondon Park
JPMorgan March 2008 - Present
JP Morgan 2004 - Present
Bear Stearns June 2004 - March 2008
Bear Stears, Inc. 2004 - 2008
Kraft Foods 2001 - 2004
Nabisco / Kraft Foods 1998 - 2004
Nabisco - Kraft 1997 - 2004
Kraft 1997 - 2004
Nabisco 1995 - 2004
Prudential 1985 - 1995
Education
Sheffield Hallam University 1974 — 1978
Spondon Park
Angelina Vontoure's JPMorgan Experience March 2001 - July 2012
Job Office Manager & Executive Assistant at Insignia Capital Group
Industry Financial Services
Experience
Insignia Capital Group August 2012 - Present
JPMorgan March 2001 - July 2012
Education
San Francisco State University
Bachelor of Arts (BA), Psychology
Insignia Capital Group August 2012 - Present
JPMorgan March 2001 - July 2012
Education
San Francisco State University
Bachelor of Arts (BA), Psychology
Patrick Dardis's JPMorgan Experience July 2008 - April 2012
Job Management Reporting and Analytics Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
JPMorgan Chase April 2012 - March 2014
JPMorgan July 2008 - April 2012
JPMorgan Chase January 2007 - June 2008
JPMorgan Chase August 2005 - January 2007
JPMorgan Chase January 2005 - August 2005
UPS 2004 - 2004
Skills
Process Improvement, Program Management, Operations Management, Change Management, Risk Management, Leadership, Project Management, Management, Team Leadership, Strategic Planning, Budgets, Business Development, Banking, Business Analysis, Financial Analysis
Education
South Dakota School of Mines and Technology 2000 — 2004
B.S., Industrial Engineering
West Fargo High School 1996 — 2000
JPMorgan Chase March 2014 - Present
JPMorgan Chase April 2012 - March 2014
JPMorgan July 2008 - April 2012
JPMorgan Chase January 2007 - June 2008
JPMorgan Chase August 2005 - January 2007
JPMorgan Chase January 2005 - August 2005
UPS 2004 - 2004
Skills
Process Improvement, Program Management, Operations Management, Change Management, Risk Management, Leadership, Project Management, Management, Team Leadership, Strategic Planning, Budgets, Business Development, Banking, Business Analysis, Financial Analysis
Education
South Dakota School of Mines and Technology 2000 — 2004
B.S., Industrial Engineering
West Fargo High School 1996 — 2000
Elena Khan's JPMorgan Experience October 2006 - May 2008
Job Senior Financial Analyst, FP&A at Autodesk
Industry Information Technology and Services
Experience
Autodesk February 2014 - Present
Demandforce, an Intuit Company October 2012 - January 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley May 2008 - December 2010
JPMorgan October 2006 - May 2008
Skills
Equities, Financial Statement..., Financial Modeling, Financial Analysis, Valuation, DCF, Equity Research, Competitive Analysis, Finance, Strategy, Business Analysis, Analysis, Forecasting, Strategic Financial..., Analytics
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Autodesk February 2014 - Present
Demandforce, an Intuit Company October 2012 - January 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley May 2008 - December 2010
JPMorgan October 2006 - May 2008
Skills
Equities, Financial Statement..., Financial Modeling, Financial Analysis, Valuation, DCF, Equity Research, Competitive Analysis, Finance, Strategy, Business Analysis, Analysis, Forecasting, Strategic Financial..., Analytics
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Paul Biscaia's JPMorgan Experience May 2010 - Present
Job VP at JPMorgan
Industry Accounting
Experience
JPMorgan May 2010 - Present
JPMorgan Chase June 2008 - June 2010
Chase January 1999 - June 2008
U.S. Trust March 1994 - January 1999
Shawmut Bank January 1991 - March 1994
Skills
Fund Accounting, Valuation, Corporate Actions, Mutual Funds, ETFs, Equities, Financial Services, Fixed Income, Securities, Hedge Funds, Risk Management, Investments, Bloomberg, Derivatives, Alternative Investments, Business Process..., Banking, Accounting, Quality Assurance, Risk Assessment, Client Services, Fund Administration, Transfer Agency, Financial Analysis, Asset Management
Education
Suffolk University - Sawyer School of Management 1994 — 1997
Master of Science in Finance, Finance, General
Salem State University 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High 1982 — 1986
JPMorgan May 2010 - Present
JPMorgan Chase June 2008 - June 2010
Chase January 1999 - June 2008
U.S. Trust March 1994 - January 1999
Shawmut Bank January 1991 - March 1994
Skills
Fund Accounting, Valuation, Corporate Actions, Mutual Funds, ETFs, Equities, Financial Services, Fixed Income, Securities, Hedge Funds, Risk Management, Investments, Bloomberg, Derivatives, Alternative Investments, Business Process..., Banking, Accounting, Quality Assurance, Risk Assessment, Client Services, Fund Administration, Transfer Agency, Financial Analysis, Asset Management
Education
Suffolk University - Sawyer School of Management 1994 — 1997
Master of Science in Finance, Finance, General
Salem State University 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High 1982 — 1986
Christie Mullery McLoughlin's JPMorgan Experience January 2003 - Present
Job Executive Director Credit Trading, Bus Mgmt at JPMorgan
Industry Investment Banking
Experience
JP Morgan 2006 - Present
JPMorgan January 2003 - Present
JPMorgan January 2000 - December 2003
The Chase Manhattan Bank December 1999 - December 2000
Education
Siena College 1992 — 1996
BA, English & Marketing
x 1992 — 1996
Ursuline
JP Morgan 2006 - Present
JPMorgan January 2003 - Present
JPMorgan January 2000 - December 2003
The Chase Manhattan Bank December 1999 - December 2000
Education
Siena College 1992 — 1996
BA, English & Marketing
x 1992 — 1996
Ursuline
Carl Ferrara's JPMorgan Experience January 2008 - Present
Job Managing Director at JPMorgan
Industry Banking
Experience
JPMorgan January 2008 - Present
The Chase Manhattan Bank 1988 - 2005
J&W Seligman 1980 - 1987
Bankers Trust 1977 - 1980
Gulf and Western 1973 - 1977
Ford Motor Company 1973 - 1974
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Asset Managment, Financial Analysis, Capital Markets, Investment Management, Equities, Asset Management, Finance, Bloomberg, Global Custody, Derivatives, Mergers & Acquisitions, Banking, Risk Management, Financial Markets, Series 7, Management, Portfolio Management, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Finance
Upsala College 1968 — 1972
Bachelor of Arts (BA), Economica and Philosophy
JPMorgan January 2008 - Present
The Chase Manhattan Bank 1988 - 2005
J&W Seligman 1980 - 1987
Bankers Trust 1977 - 1980
Gulf and Western 1973 - 1977
Ford Motor Company 1973 - 1974
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Asset Managment, Financial Analysis, Capital Markets, Investment Management, Equities, Asset Management, Finance, Bloomberg, Global Custody, Derivatives, Mergers & Acquisitions, Banking, Risk Management, Financial Markets, Series 7, Management, Portfolio Management, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Finance
Upsala College 1968 — 1972
Bachelor of Arts (BA), Economica and Philosophy
Andy Signa's JPMorgan Experience traderCargill Brokger2001 - 2005
Job Broker at JPMorgan
Industry Financial Services
Experience
JPMorgan traderCargill Brokger2001 - 2005
Skills
Series 3, Series 63, Series 7, Commodities, Commodity, FINRA, Options, Risk Management, Managed Futures, FX Options, Electronic Trading, Derivatives, Proprietary Trading, Futures, Hedging, Fixed Income, Equity Derivatives
Education
Simpson College 1981 — 1985
St. Gert's
St. Gert's
St. Gert's
JPMorgan traderCargill Brokger2001 - 2005
Skills
Series 3, Series 63, Series 7, Commodities, Commodity, FINRA, Options, Risk Management, Managed Futures, FX Options, Electronic Trading, Derivatives, Proprietary Trading, Futures, Hedging, Fixed Income, Equity Derivatives
Education
Simpson College 1981 — 1985
St. Gert's
St. Gert's
St. Gert's
Wanda Fund's JPMorgan Experience December 1992 - December 1994
Job Currently SemiRetired
Industry Hospital & Health Care
Experience
Semi - Retired May 2013 - Present
Nemours September 2007 - May 2013
Pay By Touch 2002 - 2007
Avaya October 1998 - August 2001
Verizon December 1994 - October 1998
JPMorgan December 1992 - December 1994
Florida Power Corporation July 1985 - June 1987
Fluor Corp / Fluor Daniel December 1978 - June 1985
Skills
SDLC, Project Management, Vendor Management, Disaster Recovery, Software Documentation, Business Analysis, Visio, SQL, Process Improvement, Program Management, PMP, Enterprise Architecture, Software Project..., Management
Education
Santa Fe Community College 1980 — 1984
AS, Computer Programming
University of Delaware
Technology Certificate, Application Programming
Wilmington University
BS General Studies, Computer Sciences
Semi - Retired May 2013 - Present
Nemours September 2007 - May 2013
Pay By Touch 2002 - 2007
Avaya October 1998 - August 2001
Verizon December 1994 - October 1998
JPMorgan December 1992 - December 1994
Florida Power Corporation July 1985 - June 1987
Fluor Corp / Fluor Daniel December 1978 - June 1985
Skills
SDLC, Project Management, Vendor Management, Disaster Recovery, Software Documentation, Business Analysis, Visio, SQL, Process Improvement, Program Management, PMP, Enterprise Architecture, Software Project..., Management
Education
Santa Fe Community College 1980 — 1984
AS, Computer Programming
University of Delaware
Technology Certificate, Application Programming
Wilmington University
BS General Studies, Computer Sciences
Art Alvarez's JPMorgan Experience 1996 - 1999
Job Vice President Investment Services
Industry Financial Services
Experience
Philadelphia Financial March 2014 - Present
JMA Strategies, LLC 2012 - Present
Crown Global Insurance Group November 2012 - December 2013
New York Life Insurance Company March 2011 - March 2012
The Hartford 2002 - 2011
The CIT Group 1999 - 2002
JPMorgan 1996 - 1999
Thomson Financial Services 1995 - 1996
Prudential Financial 1988 - 1995
Skills
Sales Management, Financial Services, Business Strategy, Leadership, Business Development, Marketing Strategy, Building Relationships, Delivering Results, Technology Leadership, Insurance, High Performance Teams, Contract Negotiation, Relationship Management, Strategic Planning, Executive Management, Asset Management, CRM, Consulting, IT Strategy, Investments, Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics (Finance)
Seton Hall University
MBA
Philadelphia Financial March 2014 - Present
JMA Strategies, LLC 2012 - Present
Crown Global Insurance Group November 2012 - December 2013
New York Life Insurance Company March 2011 - March 2012
The Hartford 2002 - 2011
The CIT Group 1999 - 2002
JPMorgan 1996 - 1999
Thomson Financial Services 1995 - 1996
Prudential Financial 1988 - 1995
Skills
Sales Management, Financial Services, Business Strategy, Leadership, Business Development, Marketing Strategy, Building Relationships, Delivering Results, Technology Leadership, Insurance, High Performance Teams, Contract Negotiation, Relationship Management, Strategic Planning, Executive Management, Asset Management, CRM, Consulting, IT Strategy, Investments, Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics (Finance)
Seton Hall University
MBA
Bei Saville, CFA, CAIA's JPMorgan Experience 2004 - 2005
Job Senior Endowments & Foundations CIO at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation May 2015 - Present
The Leona M. and Harry B. Helmsley Charitable Trust 2010 - May 2015
Pfizer 2009 - May 2010
Morgan Stanley 2005 - 2009
JPMorgan 2004 - 2005
David J Greene 1999 - 2001
Anthem Communications 1999 - 1999
Merrill Lynch 1998 - 1999
China National Real Estate Developement Group Corporation 1994 - 1998
Skills
Financial Modeling, Equity Research, Real Estate, Portfolio Optimization, Business Development, Management, Research, Alternative Investments, Hedge Funds, Asset Managment, Equities, Private Equity
Education
Renmin University of China 1990 — 1994
B.S.
Strome College of Business
MBA
University of the West of England
Northern Trust Corporation May 2015 - Present
The Leona M. and Harry B. Helmsley Charitable Trust 2010 - May 2015
Pfizer 2009 - May 2010
Morgan Stanley 2005 - 2009
JPMorgan 2004 - 2005
David J Greene 1999 - 2001
Anthem Communications 1999 - 1999
Merrill Lynch 1998 - 1999
China National Real Estate Developement Group Corporation 1994 - 1998
Skills
Financial Modeling, Equity Research, Real Estate, Portfolio Optimization, Business Development, Management, Research, Alternative Investments, Hedge Funds, Asset Managment, Equities, Private Equity
Education
Renmin University of China 1990 — 1994
B.S.
Strome College of Business
MBA
University of the West of England
Fernando Vizcaino's JPMorgan Experience June 2008 - June 2009
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
Victoria Preston's JPMorgan Experience November 2006 - June 2012
Job Securities & Asset Management Executive
Industry Financial Services
Experience
UBS Investment Bank June 2012 - May 2014
JPMORGAN November 2006 - June 2012
IFDS June 2003 - September 2006
JPMorgan Chase 1995 - 2003
Skills
Securities, Asset Management, Change Management, Process Improvement, Project Management, Manage Client..., Operations Management, Strategic Planning, Offshore Outsourcing, Offshore Operations, Smart-shore, Direct Expense Reduction, Large Budget Management, Complaince, Regulatory Guidelines, Treasury Services, Mutual Funds, Service Delivery, Metrics, Analysis, Workflow Tools, Distributed Operating..., Controls, Risk Management, Cross-functional Team..., Global Operations, Cross functional..., Error Mitigation, Product Launch
Education
Smith College
Bachelor of Arts, Government
UBS Investment Bank June 2012 - May 2014
JPMORGAN November 2006 - June 2012
IFDS June 2003 - September 2006
JPMorgan Chase 1995 - 2003
Skills
Securities, Asset Management, Change Management, Process Improvement, Project Management, Manage Client..., Operations Management, Strategic Planning, Offshore Outsourcing, Offshore Operations, Smart-shore, Direct Expense Reduction, Large Budget Management, Complaince, Regulatory Guidelines, Treasury Services, Mutual Funds, Service Delivery, Metrics, Analysis, Workflow Tools, Distributed Operating..., Controls, Risk Management, Cross-functional Team..., Global Operations, Cross functional..., Error Mitigation, Product Launch
Education
Smith College
Bachelor of Arts, Government
Bruce Vecchio's JPMorgan Experience 1998 - Present
Job Vice President at JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase Bank Vice President - Oversight and Control - Enterprise Program ManagementJPMorgan ChaseApril 2014 - Present
JPMorgan 1998 - Present
JPMorganChase 1998 - Present
First Fidelity Bank January 1985 - February 1995
Skills
Management, Team Leadership, Banking, Risk Management, Securities, Financial Services, Relationship Management, Change Management, Client Services, Thought Leadership, Process Engineering, Procedure Development, Escalations Management, Regulatory Documentation, Treasury Services, Collateral Management, Team Mentoring
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1986
BA, Political Science
JPMorgan Chase Bank Vice President - Oversight and Control - Enterprise Program ManagementJPMorgan ChaseApril 2014 - Present
JPMorgan 1998 - Present
JPMorganChase 1998 - Present
First Fidelity Bank January 1985 - February 1995
Skills
Management, Team Leadership, Banking, Risk Management, Securities, Financial Services, Relationship Management, Change Management, Client Services, Thought Leadership, Process Engineering, Procedure Development, Escalations Management, Regulatory Documentation, Treasury Services, Collateral Management, Team Mentoring
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1986
BA, Political Science
Joseph Longobardi's JPMorgan Experience August 2003 - August 2007
Job Vice President, Sponsor Finance Group at CIT
Industry Financial Services
Experience
CIT March 2012 - Present
RBC Capital Markets July 2009 - March 2012
RBC Capital Markets May 2008 - August 2008
JPMorgan August 2003 - August 2007
JPMorgan Chase August 2001 - August 2003
Skills
Private Equity, Capital Markets, Corporate Finance, Investment Banking, Equities, Leveraged Finance, Financial Analysis, Finance, Credit Analysis, Cash Flow Lending, Equity Research, Risk Management, Middle Market, Valuation, Financial Modeling, Direct Lending
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Siena College 1997 — 2001
B.S., Finance
CIT March 2012 - Present
RBC Capital Markets July 2009 - March 2012
RBC Capital Markets May 2008 - August 2008
JPMorgan August 2003 - August 2007
JPMorgan Chase August 2001 - August 2003
Skills
Private Equity, Capital Markets, Corporate Finance, Investment Banking, Equities, Leveraged Finance, Financial Analysis, Finance, Credit Analysis, Cash Flow Lending, Equity Research, Risk Management, Middle Market, Valuation, Financial Modeling, Direct Lending
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Siena College 1997 — 2001
B.S., Finance
Edina Tankovic's JPMorgan Experience September 2009 - Present
Job Team Lead in JPMorgan
Industry Banking
Experience
JPMorgan September 2009 - Present
Lehman Brothers 1999 - 2003
Lehman Brothers 1999 - 2003
Education
Royal Holloway, University of London 1996 — 1999
BSc, Computer Science
JPMorgan September 2009 - Present
Lehman Brothers 1999 - 2003
Lehman Brothers 1999 - 2003
Education
Royal Holloway, University of London 1996 — 1999
BSc, Computer Science
Joe Casas's JPMorgan Experience July 2008 - September 2014
Job Mercuria Energy Gas Trading
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
JPMorgan July 2008 - September 2014
Sequent Energy Management October 2004 - June 2007
Skills
Asset Management
Education
Sam Houston State University 1986 — 1989
Bachelors, Accounting
Mercuria Energy America, Inc October 2014 - Present
JPMorgan July 2008 - September 2014
Sequent Energy Management October 2004 - June 2007
Skills
Asset Management
Education
Sam Houston State University 1986 — 1989
Bachelors, Accounting
Amy Harris, MBA's JPMorgan Experience 1997 - 2005
Job AVP at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Edward J. Redes's JPMorgan Experience September 1980 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan September 1980 - Present
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
JPMorgan September 1980 - Present
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
Eric Akil's JPMorgan Experience June 2008 - December 2009
Job Director at Blackstone
Industry Real Estate
Experience
The Blackstone Group January 2015 - Present
The Blackstone Group January 2012 - Present
The Blackstone Group January 2011 - January 2012
The Blackstone Group December 2009 - January 2011
JPMorgan June 2008 - December 2009
Deloitte August 2004 - June 2008
Tiffany & Co. December 2002 - May 2004
McGraw-Hill April 2002 - December 2002
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Real Estate, Valuation, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Due Diligence, Private Equity, US GAAP, Corporate Finance, Accounting, GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Accounting, B.S & Economics, B.A
The Blackstone Group January 2015 - Present
The Blackstone Group January 2012 - Present
The Blackstone Group January 2011 - January 2012
The Blackstone Group December 2009 - January 2011
JPMorgan June 2008 - December 2009
Deloitte August 2004 - June 2008
Tiffany & Co. December 2002 - May 2004
McGraw-Hill April 2002 - December 2002
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Real Estate, Valuation, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Due Diligence, Private Equity, US GAAP, Corporate Finance, Accounting, GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Accounting, B.S & Economics, B.A
Cheryl Glory's JPMorgan Experience March 2008 - September 2009
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2009 - Present
JPMorgan March 2008 - September 2009
Bear Stearns 2005 - 2008
Fitch Ratings 1997 - 2005
Education
Seton Hall University 1987 — 1991
BS in Finance
Bank of America Merrill Lynch September 2009 - Present
JPMorgan March 2008 - September 2009
Bear Stearns 2005 - 2008
Fitch Ratings 1997 - 2005
Education
Seton Hall University 1987 — 1991
BS in Finance
Anne Kim Reeves's JPMorgan Experience 2007 - 2008
Job Investor Relations
Industry Investment Management
Experience
Pan Reliance Capital Advisors July 2010 - October 2011
AH Haynes & Co., Inc. January 2008 - August 2010
JPMorgan 2007 - 2008
Telcordia Technologies 1996 - 2003
Education
Rutgers University-New Brunswick 1990 — 1995
Pan Reliance Capital Advisors July 2010 - October 2011
AH Haynes & Co., Inc. January 2008 - August 2010
JPMorgan 2007 - 2008
Telcordia Technologies 1996 - 2003
Education
Rutgers University-New Brunswick 1990 — 1995
Cathleen Nugent's JPMorgan Experience 2009 - Present
Job Repurchase Underwriter at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2009 - Present
JPMorgan 2009 - Present
JC III & Associates June 2009 - January 2010
JP Morgan Chase October 2007 - December 2008
JPMorgan Chase October 2006 - October 2007
JPMorgan Chase July 2001 - October 2006
JPMorgan Chase May 1996 - July 2001
Metropolitan Reporting Service May 1983 - October 1993
Education
American Business Academy 1979 — 1982
Court Reporter Training
Ramapo College of New Jersey 1977 — 1979
Bachelor Degree, Fine Arts
The College of New Rochelle 1966 — 1970
Fine Arts
JP Morgan Chase September 2009 - Present
JPMorgan 2009 - Present
JC III & Associates June 2009 - January 2010
JP Morgan Chase October 2007 - December 2008
JPMorgan Chase October 2006 - October 2007
JPMorgan Chase July 2001 - October 2006
JPMorgan Chase May 1996 - July 2001
Metropolitan Reporting Service May 1983 - October 1993
Education
American Business Academy 1979 — 1982
Court Reporter Training
Ramapo College of New Jersey 1977 — 1979
Bachelor Degree, Fine Arts
The College of New Rochelle 1966 — 1970
Fine Arts
Donna Viteri's JPMorgan Experience AdministrativeJP Morgan1988 - Present
Job Administrative Assistant at JPMorgan
Industry Banking
Experience
JPMorgan AdministrativeJP Morgan1988 - Present
JPMorgan Chase 1988 - Present
Education
Queensborough Community College 1981 — 1983
JPMorgan AdministrativeJP Morgan1988 - Present
JPMorgan Chase 1988 - Present
Education
Queensborough Community College 1981 — 1983
Eric Hyden's JPMorgan Experience July 2003 - October 2014
Job Wealth Advisor, Vice PresidentTexas at Comerica Bank
Industry Financial Services
Experience
Comerica Bank October 2014 - Present
JPMorgan July 2003 - October 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank of America August 1993 - June 2003
Skills
Investments, Asset Management, Financial Modeling, Due Diligence, Portfolio Management, Finance, Banking, Risk Management, Wealth Management, Financial Services, High Net Worth..., Loans, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1989
MBA, Finance
Southern Methodist University 1980 — 1984
BA, Business
Comerica Bank October 2014 - Present
JPMorgan July 2003 - October 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank of America August 1993 - June 2003
Skills
Investments, Asset Management, Financial Modeling, Due Diligence, Portfolio Management, Finance, Banking, Risk Management, Wealth Management, Financial Services, High Net Worth..., Loans, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1989
MBA, Finance
Southern Methodist University 1980 — 1984
BA, Business
AC Coletta's JPMorgan Experience 2007 - Present
Job Convertible Bond Sales JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co. 2007 - Present
JP Morgan 2007 - Present
JPMorgan 2007 - Present
JP Morgan Chase 2007 - Present
Hill, Thompson, Magid & Co., Inc. October 2003 - September 2006
Education
Saint Peter's University 1989 — 1993
JPMorgan Chase & Co. 2007 - Present
JP Morgan 2007 - Present
JPMorgan 2007 - Present
JP Morgan Chase 2007 - Present
Hill, Thompson, Magid & Co., Inc. October 2003 - September 2006
Education
Saint Peter's University 1989 — 1993
Suzanne Cioffi's JPMorgan Experience 1993 - 2006
Job Compliance Manager at Gemini Fund Services
Industry Investment Management
Experience
Gemini Fund Services April 2013 - Present
Allianz Global Investors 2006 - February 2013
JPMorgan 1993 - 2006
PwC April 1993 - June 1995
Mitchell & Titus, LLP June 1989 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Mutual Funds, Due Diligence
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Gemini Fund Services April 2013 - Present
Allianz Global Investors 2006 - February 2013
JPMorgan 1993 - 2006
PwC April 1993 - June 1995
Mitchell & Titus, LLP June 1989 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Mutual Funds, Due Diligence
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Fereshtah Thornberg's JPMorgan Experience June 2011 - July 2014
Job Senior Vice President, State Street Corporation
Industry Financial Services
Experience
State Street October 2014 - Present
JPMorgan June 2011 - July 2014
HSBC 2009 - 2011
J.P. Morgan 2000 - 2009
Deutsche Bank 1998 - 2000
DZ Bank 1997 - 1998
Skills
Fixed Income, Banking, Financial Institutions, Market Risk, Investments, Derivatives, Asset Managment, Capital Markets, Equities, Foreign Exchange, Investment Banking, Corporate Law, Asset Management, Hedge Funds, Insurance, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
State Street October 2014 - Present
JPMorgan June 2011 - July 2014
HSBC 2009 - 2011
J.P. Morgan 2000 - 2009
Deutsche Bank 1998 - 2000
DZ Bank 1997 - 1998
Skills
Fixed Income, Banking, Financial Institutions, Market Risk, Investments, Derivatives, Asset Managment, Capital Markets, Equities, Foreign Exchange, Investment Banking, Corporate Law, Asset Management, Hedge Funds, Insurance, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Craig Epstein's JPMorgan Experience May 2008 - June 2010
Job Director, Global Head of GBAM Supervision Technology at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America June 2010 - January 2015
JPMorgan May 2008 - June 2010
Bear Stearns June 2007 - May 2008
AIG May 2000 - June 2007
Teleran Technologies, Inc. January 2000 - May 2000
Lucent Technologies 1997 - 2000
Skills
Operational Risk, Trading Systems, SDLC, Fixed Income, Sybase, Prime Brokerage, Business Analysis, Market Data, Electronic Trading, Capital Markets, Data Warehousing, Financial Services, Investment Banking, Risk Management, IT Strategy, Enterprise Architecture, Equities, OO Software Development, SOA, Derivatives, Equity Derivatives, Requirements Analysis, Hedge Funds, Agile Methodologies, Requirements Gathering, Banking, Options, Credit Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Electrical Engineering
Bank of America February 2015 - Present
Bank of America June 2010 - January 2015
JPMorgan May 2008 - June 2010
Bear Stearns June 2007 - May 2008
AIG May 2000 - June 2007
Teleran Technologies, Inc. January 2000 - May 2000
Lucent Technologies 1997 - 2000
Skills
Operational Risk, Trading Systems, SDLC, Fixed Income, Sybase, Prime Brokerage, Business Analysis, Market Data, Electronic Trading, Capital Markets, Data Warehousing, Financial Services, Investment Banking, Risk Management, IT Strategy, Enterprise Architecture, Equities, OO Software Development, SOA, Derivatives, Equity Derivatives, Requirements Analysis, Hedge Funds, Agile Methodologies, Requirements Gathering, Banking, Options, Credit Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Electrical Engineering
Holly Kelly-Mattis's JPMorgan Experience 1996 - 2008
Job Collateral Review Administrator at Federal Home Loan Bank of New York
Industry Financial Services
Experience
Federal Home Loan Bank of New York September 2009 - Present
JPMorganChase 1996 - 2008
JPMorgan 1996 - 2008
Education
Rutgers University-New Brunswick 1990 — 1993
Federal Home Loan Bank of New York September 2009 - Present
JPMorganChase 1996 - 2008
JPMorgan 1996 - 2008
Education
Rutgers University-New Brunswick 1990 — 1993
Christine O. Lee's JPMorgan Experience 2000 - 2002
Job Application Service Delivery & Support
Industry Information Technology and Services
Experience
Credit Suisse September 2002 - May 2010
JPMorgan 2000 - 2002
Skills
Trading Systems, Electronic Trading, Exchange Connectivity, Market Data
Education
Queensland University of Technology
IT (Honours)
Credit Suisse September 2002 - May 2010
JPMorgan 2000 - 2002
Skills
Trading Systems, Electronic Trading, Exchange Connectivity, Market Data
Education
Queensland University of Technology
IT (Honours)
Chet Zhang's JPMorgan Experience April 2007 - November 2011
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2011 - Present
JPMorgan April 2007 - November 2011
JPMorgan February 2005 - April 2007
J.P. Morgan January 2004 - February 2005
Skills
Credit Derivatives, Valuation, Portfolio Management, Business Analysis, Fixed Income, Investments, Financial Risk
Education
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management, Computer Science, Economics
JPMorgan Chase October 2011 - Present
JPMorgan April 2007 - November 2011
JPMorgan February 2005 - April 2007
J.P. Morgan January 2004 - February 2005
Skills
Credit Derivatives, Valuation, Portfolio Management, Business Analysis, Fixed Income, Investments, Financial Risk
Education
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management, Computer Science, Economics
Tim Rubey's JPMorgan Experience September 2008 - February 2012
Job Channel and Sales Development Manager at Conviva
Industry Internet
Experience
Conviva November 2014 - Present
AMV Digital Media (previously AEG Digital Media) November 2012 - November 2014
United Future March 2012 - November 2012
JPMorgan September 2008 - February 2012
San Diego State University August 2007 - May 2008
Skills
Microsoft Excel, Analytics, New Business Development, Account Management, Business Development, Marketing Strategy, Strategic Planning, Finance, Forecasting, Social Media Marketing, Financial Modeling, Financial Analysis, Social Media, Equities, Investments, Data Analysis, Start-ups, Strategy, Marketing
Education
San Diego State University-California State University
BS, Finance
Notre Dame High School
Conviva November 2014 - Present
AMV Digital Media (previously AEG Digital Media) November 2012 - November 2014
United Future March 2012 - November 2012
JPMorgan September 2008 - February 2012
San Diego State University August 2007 - May 2008
Skills
Microsoft Excel, Analytics, New Business Development, Account Management, Business Development, Marketing Strategy, Strategic Planning, Finance, Forecasting, Social Media Marketing, Financial Modeling, Financial Analysis, Social Media, Equities, Investments, Data Analysis, Start-ups, Strategy, Marketing
Education
San Diego State University-California State University
BS, Finance
Notre Dame High School
Paul Suzdak's JPMorgan Experience July 2006 - September 2012
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2015 - Present
BNY Mellon September 2013 - March 2015
BNY Mellon September 2012 - September 2013
JPMorgan July 2006 - September 2012
Cohber 2003 - 2006
Network Solutions 2005 - 2005
Skills
Informatica, ETL, Oracle SQL, Teradata, Perl Script, Java, .NET, Control M, Autosys, PHP, MySQL, Data Warehousing, Unix, Sybase, XML, Trading Systems, Software Development, Unix Shell Scripting, SQL, PL/SQL, Project Planning, Enterprise Software, Oracle, Software Project..., Management, Pentaho, Project Management, Enterprise Architecture, Data Modeling, SQL Tuning
Education
Rochester Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Information Technology
Neuberger Berman April 2015 - Present
BNY Mellon September 2013 - March 2015
BNY Mellon September 2012 - September 2013
JPMorgan July 2006 - September 2012
Cohber 2003 - 2006
Network Solutions 2005 - 2005
Skills
Informatica, ETL, Oracle SQL, Teradata, Perl Script, Java, .NET, Control M, Autosys, PHP, MySQL, Data Warehousing, Unix, Sybase, XML, Trading Systems, Software Development, Unix Shell Scripting, SQL, PL/SQL, Project Planning, Enterprise Software, Oracle, Software Project..., Management, Pentaho, Project Management, Enterprise Architecture, Data Modeling, SQL Tuning
Education
Rochester Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Information Technology
Lisa Pamperin's JPMorgan Experience 2006 - 2007
Job Retirement Consultant at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase October 2008 - Present
JPMorgan Chase August 2006 - October 2008
JPMorgan 2006 - 2007
Skills
Series 7, Series 63, Series 65, Series 6, Retirement, IRAs, 401k, Pensions
Education
Rockhurst University 2007 — 2010
MBA, Finance
Universidad de Santiago de Compostela 2004 — 2005
BA, Spanish
The University of Kansas 2001 — 2005
Bachelor’s Degree, Spanish, Political Science
JPMorgan Chase October 2008 - Present
JPMorgan Chase August 2006 - October 2008
JPMorgan 2006 - 2007
Skills
Series 7, Series 63, Series 65, Series 6, Retirement, IRAs, 401k, Pensions
Education
Rockhurst University 2007 — 2010
MBA, Finance
Universidad de Santiago de Compostela 2004 — 2005
BA, Spanish
The University of Kansas 2001 — 2005
Bachelor’s Degree, Spanish, Political Science
Maureen Haun's JPMorgan Experience June 2003 - December 2012
Job Senior Communications Delivery Specialist, Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan June 2003 - December 2012
Haun & Associates February 1999 - February 2004
JPMorgan Retirement Plan Services October 2001 - June 2003
American Century Investments February 1992 - October 2001
Skills
Internal Communications, Corporate Communications, Copywriting, Strategic Communications, Marketing Communications, Web Content
Education
Simmons College 1968 — 1972
B.A., Communictions
JPMorgan Chase January 2013 - Present
JPMorgan June 2003 - December 2012
Haun & Associates February 1999 - February 2004
JPMorgan Retirement Plan Services October 2001 - June 2003
American Century Investments February 1992 - October 2001
Skills
Internal Communications, Corporate Communications, Copywriting, Strategic Communications, Marketing Communications, Web Content
Education
Simmons College 1968 — 1972
B.A., Communictions
Aaron St John's JPMorgan Experience June 2008 - August 2008
Job AVP Equities Trading Tech at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank January 2015 - Present
J.P. Morgan February 2013 - January 2015
J.P. Morgan July 2009 - February 2013
Rochester Institute of Technology December 2007 - May 2009
JPMorgan June 2008 - August 2008
Skills
Databases, SQL, Data Analysis, Access, Visio, Business Analysis, VBA
Education
Rochester Institute of Technology 2005 — 2009
BS, Management of Information Systems
Barclays Investment Bank January 2015 - Present
J.P. Morgan February 2013 - January 2015
J.P. Morgan July 2009 - February 2013
Rochester Institute of Technology December 2007 - May 2009
JPMorgan June 2008 - August 2008
Skills
Databases, SQL, Data Analysis, Access, Visio, Business Analysis, VBA
Education
Rochester Institute of Technology 2005 — 2009
BS, Management of Information Systems
Julie Shoemaker's JPMorgan Experience June 2002 - August 2013
Job Associate Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2013 - Present
JPMorgan June 2002 - August 2013
Merrill Lynch June 1994 - April 2002
Skills
Fixed Income, Private Banking, Leadership, Management, Process Improvement, Analysis, Sales, Customer Service, Account Management, Team Building
Education
Regis University 2000 — 2007
BS, Management
Morgan Stanley Private Wealth Management August 2013 - Present
JPMorgan June 2002 - August 2013
Merrill Lynch June 1994 - April 2002
Skills
Fixed Income, Private Banking, Leadership, Management, Process Improvement, Analysis, Sales, Customer Service, Account Management, Team Building
Education
Regis University 2000 — 2007
BS, Management
Tom Bergen's JPMorgan Experience 2000 - 2007
Job Senior Vice President at GE Capital Markets, Inc.
Industry Banking
Experience
GE Capital Markets, Inc. 2013 - Present
Priority Capital Management 2009 - 2013
Litespeed Partners 2007 - 2009
JPMorgan 2000 - 2007
Skills
Capital Markets, Private Equity, Portfolio Management, Corporate Finance, Investments, Leveraged Finance, Investment Banking, Bonds, Financial Analysis, Fixed Income, Due Diligence, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BA, Economics
GE Capital Markets, Inc. 2013 - Present
Priority Capital Management 2009 - 2013
Litespeed Partners 2007 - 2009
JPMorgan 2000 - 2007
Skills
Capital Markets, Private Equity, Portfolio Management, Corporate Finance, Investments, Leveraged Finance, Investment Banking, Bonds, Financial Analysis, Fixed Income, Due Diligence, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BA, Economics
Sofia Lugris's JPMorgan Experience June 2006 - Present
Job Executive Adminisrative Assistant at JPMorgan
Industry Investment Banking
Experience
JPMorgan June 2006 - Present
J.P. Morgan 2008 - 2013
Education
Queens College 1992 — 1997
BA, Sociology
JPMorgan June 2006 - Present
J.P. Morgan 2008 - 2013
Education
Queens College 1992 — 1997
BA, Sociology
Stephanie Skowronski's JPMorgan Experience November 2006 - June 2009
Job Founding Member at Law Offices of Stephanie S. Skowronski, LLC
Industry Law Practice
Experience
Law Offices of Stephanie S. Skowronski, LLC 2014 - Present
Longacre Fund Management LLC June 2009 - April 2012
JPMorgan November 2006 - June 2009
Seton Hall University August 2005 - May 2008
Sedgwick Detert Moran & Arnold, LLP 2002 - 2006
Superior Court of New Jersey January 2002 - September 2002
NYCE Corporation April 1997 - May 2001
Electronic Data Systems July 1995 - April 1997
Skills
Legal Research, Litigation, Legal Writing, Mediation, Commercial Litigation, Intellectual Property, Courts, Civil Litigation, Bankruptcy, Securities Regulation, Legal Issues, Depositions, Litigation Support, Litigation Management, Corporate Law, Mergers & Acquisitions, Corporate Governance, Personal Injury, Product Liability, Class Actions, Arbitration, Employment Law, Distressed Debt, Licensing, Management, Banking, Analysis, Westlaw, Contract Drafting, Contract Negotiation, Microsoft Office, Transactional Law, Electronic Discovery, Legal Discovery, Disaster Recovery, Business Continuity..., Strategy, Pleadings, LexisNexis, Motions, Legal Assistance, Negotiation, Securities, Due Diligence, Legal Advice, EDGAR, PACER
Education
Seton Hall University School of Law 1997 — 2001
Doctor of Law (J.D.), Law
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts (B.A.)
Wayne Valley High School 1987 — 1991
Law Offices of Stephanie S. Skowronski, LLC 2014 - Present
Longacre Fund Management LLC June 2009 - April 2012
JPMorgan November 2006 - June 2009
Seton Hall University August 2005 - May 2008
Sedgwick Detert Moran & Arnold, LLP 2002 - 2006
Superior Court of New Jersey January 2002 - September 2002
NYCE Corporation April 1997 - May 2001
Electronic Data Systems July 1995 - April 1997
Skills
Legal Research, Litigation, Legal Writing, Mediation, Commercial Litigation, Intellectual Property, Courts, Civil Litigation, Bankruptcy, Securities Regulation, Legal Issues, Depositions, Litigation Support, Litigation Management, Corporate Law, Mergers & Acquisitions, Corporate Governance, Personal Injury, Product Liability, Class Actions, Arbitration, Employment Law, Distressed Debt, Licensing, Management, Banking, Analysis, Westlaw, Contract Drafting, Contract Negotiation, Microsoft Office, Transactional Law, Electronic Discovery, Legal Discovery, Disaster Recovery, Business Continuity..., Strategy, Pleadings, LexisNexis, Motions, Legal Assistance, Negotiation, Securities, Due Diligence, Legal Advice, EDGAR, PACER
Education
Seton Hall University School of Law 1997 — 2001
Doctor of Law (J.D.), Law
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts (B.A.)
Wayne Valley High School 1987 — 1991
Josh Nowak's JPMorgan Experience May 2006 - February 2011
Job Vice President at Lloyds Banking Group
Industry Banking
Experience
Lloyds Banking Group August 2015 - Present
Lloyds Banking Group August 2013 - Present
BMC Software February 2011 - August 2013
BMC Software May 2010 - February 2011
JPMorgan May 2006 - February 2011
Ameriprise Financial May 2005 - May 2006
Skills
Finance, Risk Management, Accounting, Sarbanes-Oxley Act, Investments, Foreign Exchange, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers, Financial Reporting, Forecasting, Equities, Banking, Cash Flow
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Finance
Southwestern University 2001 — 2005
Business/Economics
Katy high
Lloyds Banking Group August 2015 - Present
Lloyds Banking Group August 2013 - Present
BMC Software February 2011 - August 2013
BMC Software May 2010 - February 2011
JPMorgan May 2006 - February 2011
Ameriprise Financial May 2005 - May 2006
Skills
Finance, Risk Management, Accounting, Sarbanes-Oxley Act, Investments, Foreign Exchange, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers, Financial Reporting, Forecasting, Equities, Banking, Cash Flow
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Finance
Southwestern University 2001 — 2005
Business/Economics
Katy high
Mary Cunneen's JPMorgan Experience May 2004 - October 2008
Job Consultant at National Guardian Life Insurance Company
Industry Financial Services
Experience
National Guardian Life Insurance Company August 2009 - Present
American Express November 2008 - May 2009
JPMorgan May 2004 - October 2008
Banc of America Securities 2002 - 2004
Education
Rochester Institute of Technology
BS, Business
National Guardian Life Insurance Company August 2009 - Present
American Express November 2008 - May 2009
JPMorgan May 2004 - October 2008
Banc of America Securities 2002 - 2004
Education
Rochester Institute of Technology
BS, Business
Keith Wunsch's JPMorgan Experience August 1998 - May 2007
Job IT Security Specialist III at Novo Nordisk A/S
Industry Financial Services
Experience
Novo Nordisk A/S May 2013 - Present
Prevalent Networks LLC October 2010 - May 2013
Farmers Insurance May 2008 - October 2010
Comcast May 2007 - May 2008
JPMorgan August 1998 - May 2007
Skills
Information Security, Vulnerability Assessment, Network Security, Security Engineering, Security Architecture..., Data Loss Protection, Secure Remote Access, Endpoint Security, Security Consulting, Security Policy, Intrusion Detection, Security Incident..., Security Operations..., Security Compliance, Incident Response, Security, Security Audits, Computer Security, Vulnerability Management, DLP, Disaster Recovery, Incident Management, Information Security..., Networking
Education
Rowan College at Gloucester County
Salem Community College
Novo Nordisk A/S May 2013 - Present
Prevalent Networks LLC October 2010 - May 2013
Farmers Insurance May 2008 - October 2010
Comcast May 2007 - May 2008
JPMorgan August 1998 - May 2007
Skills
Information Security, Vulnerability Assessment, Network Security, Security Engineering, Security Architecture..., Data Loss Protection, Secure Remote Access, Endpoint Security, Security Consulting, Security Policy, Intrusion Detection, Security Incident..., Security Operations..., Security Compliance, Incident Response, Security, Security Audits, Computer Security, Vulnerability Management, DLP, Disaster Recovery, Incident Management, Information Security..., Networking
Education
Rowan College at Gloucester County
Salem Community College
Loukas Pagoulatos's JPMorgan Experience March 2008 - March 2009
Job * at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan March 2008 - March 2009
Bear Stearns Bank plc 1995 - 2009
Bear Stearns November 1995 - March 2008
Bear Stearns November 1995 - March 2008
Bear Stearns International 1995 - 2008
Skills
Fixed Income, Credit Derivatives, Prime Brokerage
Education
Schenectady County Community College 2010 — 2011
Computer Desktop Support - Certified, Information Technology, 3.67 GPA
Queens College
JPMorgan March 2008 - March 2009
Bear Stearns Bank plc 1995 - 2009
Bear Stearns November 1995 - March 2008
Bear Stearns November 1995 - March 2008
Bear Stearns International 1995 - 2008
Skills
Fixed Income, Credit Derivatives, Prime Brokerage
Education
Schenectady County Community College 2010 — 2011
Computer Desktop Support - Certified, Information Technology, 3.67 GPA
Queens College
Scott McGuire's JPMorgan Experience July 2003 - Present
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan July 2003 - Present
Lava Trading February 2003 - July 2003
ITG June 2001 - February 2003
Syracuse University June 1994 - June 2001
Skills
Commodities, Credit Risk, Derivatives, Trading Systems, Financial Markets, Commodity, Hedging, Series 7, Swaps
Education
Syracuse University 1994 — 2001
Ph.D., Physics
Stevens Institute of Technology 1991 — 1993
B.S., Physics
Rochester Institute of Technology 1989 — 1990
A.S., Physics
JPMorgan July 2003 - Present
Lava Trading February 2003 - July 2003
ITG June 2001 - February 2003
Syracuse University June 1994 - June 2001
Skills
Commodities, Credit Risk, Derivatives, Trading Systems, Financial Markets, Commodity, Hedging, Series 7, Swaps
Education
Syracuse University 1994 — 2001
Ph.D., Physics
Stevens Institute of Technology 1991 — 1993
B.S., Physics
Rochester Institute of Technology 1989 — 1990
A.S., Physics
Megan Goodfellow, CFA's JPMorgan Experience 1998 - 2006
Job Head of Credit at RealtyMogul.com
Industry Investment Management
Experience
RealtyMogul.com January 2015 - Present
Centerline Capital Group May 2007 - January 2015
JPMorgan 1998 - 2006
JPMorgan Real Estate - CMBS 1998 - 2006
JP Morgan 1998 - 2006
AIG American General 1990 - 1998
American General 1990 - 1998
Fidelity Investments 1987 - 1990
Skills
Portfolio Management, Asset Management, Underwriting, Investments, Loans, Valuation, CMBS, Asset Managment, Real Estate Economics, Credit, Capital Markets, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Financial Structuring, Securitization, Real Estate Financing, Budget Process, Team Management
Education
University of Houston 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Saint Bonaventure University 1976 — 1980
BA, Social Science
RealtyMogul.com January 2015 - Present
Centerline Capital Group May 2007 - January 2015
JPMorgan 1998 - 2006
JPMorgan Real Estate - CMBS 1998 - 2006
JP Morgan 1998 - 2006
AIG American General 1990 - 1998
American General 1990 - 1998
Fidelity Investments 1987 - 1990
Skills
Portfolio Management, Asset Management, Underwriting, Investments, Loans, Valuation, CMBS, Asset Managment, Real Estate Economics, Credit, Capital Markets, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Financial Structuring, Securitization, Real Estate Financing, Budget Process, Team Management
Education
University of Houston 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Saint Bonaventure University 1976 — 1980
BA, Social Science
Joan Douglas's JPMorgan Experience 2003 - 2008
Job Project Management Professional
Industry Financial Services
Experience
Consultant February 2015 - Present
Virtusa July 2011 - February 2015
ALaS Consulting LLC September 2010 - February 2015
Shadow Financial Systems February 2009 - May 2010
JPMC May 2007 - December 2008
JPMorgan 2003 - 2008
JPMC / Systems & Securities Technology 2001 - 2003
Chase 1995 - 2001
Chemical Bank 1984 - 1995
Education
Rutgers University-New Brunswick
Smith College
Consultant February 2015 - Present
Virtusa July 2011 - February 2015
ALaS Consulting LLC September 2010 - February 2015
Shadow Financial Systems February 2009 - May 2010
JPMC May 2007 - December 2008
JPMorgan 2003 - 2008
JPMC / Systems & Securities Technology 2001 - 2003
Chase 1995 - 2001
Chemical Bank 1984 - 1995
Education
Rutgers University-New Brunswick
Smith College
Michael Tomaszewsky's JPMorgan Experience July 1990 - November 2002
Job Practice Manager at KPMG
Industry Financial Services
Les Fineman's JPMorgan Experience December 1975 - June 2002
Job Independent Real Estate Professional
Industry Real Estate
Experience
Gold Standard Properties, LLC January 2003 - June 2007
JPMorgan December 1975 - June 2002
Education
Stevens Institute of Technology 1973 — 1975
MS, Computer Sciences
Rensselaer Polytechnic Institute 1966 — 1970
BS, Electrical Engrg
Gold Standard Properties, LLC January 2003 - June 2007
JPMorgan December 1975 - June 2002
Education
Stevens Institute of Technology 1973 — 1975
MS, Computer Sciences
Rensselaer Polytechnic Institute 1966 — 1970
BS, Electrical Engrg
Venkat (Ravi) Dodla's JPMorgan Experience 2002 - 2005
Job Software Consultant at CIBC World Markets
Industry Information Technology and Services
Experience
Mritik Software Consulting Inc September 2014 - Present
Mritik Software Consulting Inc May 2008 - Present
Mritik Software Consulting Inc May 2008 - Present
Mritik Software Consulting Inc May 2011 - September 2014
Mritik Software Consulting Inc May 2008 - April 2010
Royal Bank of Canada July 2005 - May 2008
RBC Capital Markets 2005 - 2008
JP Morgan Chase February 2003 - June 2005
JPMorgan 2002 - 2005
Valtech January 2001 - July 2004
Skills
JMS, Sybase, Agile Methodologies, Java Enterprise Edition, Websphere, Weblogic, Spring, Hibernate, Oracle, Java, EJB, XML, UML, Web Services, JDBC, OOAD, JBoss Application Server, Servlets, Calypso, C#, SDLC, Software Development, DB2, Struts, Fixed Income, Unix, Capital Markets, XSLT, Distributed Systems, Integration, SOA, Market Data, Data Warehousing, Electronic Trading, Enterprise Architecture, Business Intelligence, Low Latency, Unix Shell Scripting, J2EE Application..., Back Office, Solution Architecture, Spring Framework, WebLogic, WebSphere
Education
Aptech Computers 1996 — 1998
Higher Diploma in Software Engineering, Computer Science
Sathyabama University 1994 — 1998
Bachelor of Engineering, Electronics and Computer Science
Shrine Vailankanni School 1990 — 1994
Grade 12, High School
Shrine Vailankanni Senior Secondary School 1990 — 1994
High School, Maths and Sciences
Mritik Software Consulting Inc September 2014 - Present
Mritik Software Consulting Inc May 2008 - Present
Mritik Software Consulting Inc May 2008 - Present
Mritik Software Consulting Inc May 2011 - September 2014
Mritik Software Consulting Inc May 2008 - April 2010
Royal Bank of Canada July 2005 - May 2008
RBC Capital Markets 2005 - 2008
JP Morgan Chase February 2003 - June 2005
JPMorgan 2002 - 2005
Valtech January 2001 - July 2004
Skills
JMS, Sybase, Agile Methodologies, Java Enterprise Edition, Websphere, Weblogic, Spring, Hibernate, Oracle, Java, EJB, XML, UML, Web Services, JDBC, OOAD, JBoss Application Server, Servlets, Calypso, C#, SDLC, Software Development, DB2, Struts, Fixed Income, Unix, Capital Markets, XSLT, Distributed Systems, Integration, SOA, Market Data, Data Warehousing, Electronic Trading, Enterprise Architecture, Business Intelligence, Low Latency, Unix Shell Scripting, J2EE Application..., Back Office, Solution Architecture, Spring Framework, WebLogic, WebSphere
Education
Aptech Computers 1996 — 1998
Higher Diploma in Software Engineering, Computer Science
Sathyabama University 1994 — 1998
Bachelor of Engineering, Electronics and Computer Science
Shrine Vailankanni School 1990 — 1994
Grade 12, High School
Shrine Vailankanni Senior Secondary School 1990 — 1994
High School, Maths and Sciences
Walter Rodstrom's JPMorgan Experience November 1999 - April 2005
Job Manager at KPMG Advisory
Industry Financial Services
Experience
KPMG Advisory May 2011 - Present
Self Employed April 2009 - April 2011
UBS Investment Bank 2005 - 2008
JPMorgan November 1999 - April 2005
Warburg Dillion Read January 1999 - November 1999
Merrill Lynch April 1994 - December 1998
Westpac April 1991 - April 1994
Citibank December 1989 - April 1991
Prudential Bache Securities October 1983 - December 1989
Skills
Structured Finance, Derivatives, Hedge Funds, Settlement, Middle Office, Equities, FX Options, Credit Derivatives, Business Analysis, Trading, Fixed Income
Education
Spring Hill College 1980 — 1983
KPMG Advisory May 2011 - Present
Self Employed April 2009 - April 2011
UBS Investment Bank 2005 - 2008
JPMorgan November 1999 - April 2005
Warburg Dillion Read January 1999 - November 1999
Merrill Lynch April 1994 - December 1998
Westpac April 1991 - April 1994
Citibank December 1989 - April 1991
Prudential Bache Securities October 1983 - December 1989
Skills
Structured Finance, Derivatives, Hedge Funds, Settlement, Middle Office, Equities, FX Options, Credit Derivatives, Business Analysis, Trading, Fixed Income
Education
Spring Hill College 1980 — 1983
Annie Marinaro's JPMorgan Experience March 2007 - April 2012
Job Debt Capital Markets Public Finance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2012 - Present
JPMorgan March 2007 - April 2012
Skills
Capital Markets, Market Risk, Fixed Income, Portfolio Management, Bloomberg, Risk Management
Education
Rensselaer Polytechnic Institute 2001 — 2006
BS, Electrical Engineering
J.P. Morgan May 2012 - Present
JPMorgan March 2007 - April 2012
Skills
Capital Markets, Market Risk, Fixed Income, Portfolio Management, Bloomberg, Risk Management
Education
Rensselaer Polytechnic Institute 2001 — 2006
BS, Electrical Engineering
Nabil Maasarani's JPMorgan Experience 2008 - 2008
Job at Scotia Capital
Industry Capital Markets
Experience
Scotia Capital June 2010 - Present
Bear Stearns September 1990 - June 2008
JPMorgan 2008 - 2008
Skills
Equity Trading, Equities, Trading, ETFs, Bloomberg, Derivatives, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Equity Derivatives, FINRA, Trading Systems
Education
Seton Hall University 1988 — 1990
BS, Finance
Scotia Capital June 2010 - Present
Bear Stearns September 1990 - June 2008
JPMorgan 2008 - 2008
Skills
Equity Trading, Equities, Trading, ETFs, Bloomberg, Derivatives, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Equity Derivatives, FINRA, Trading Systems
Education
Seton Hall University 1988 — 1990
BS, Finance
Teresa Bernard's JPMorgan Experience September 2004 - September 2005
Job Senior Financial Systems Consultant
Industry Investment Management
Experience
Linedata January 2013 - Present
Linedata January 2011 - December 2012
Linedata October 2009 - January 2011
Pioneer Investments May 2007 - October 2009
State Street January 2007 - May 2007
State Street September 2005 - January 2007
JPMorgan September 2004 - September 2005
Skills
Management, Business Analysis, Analysis, Asset Management, Corporate Actions, Derivatives, Financial Analysis, Fund Administration, Portfolio Management, Process Improvement, Bloomberg, Fixed Income, Financial Services, Equities, Hedge Funds
Education
Suffolk University 2005 — 2009
M.S.P.S., International Relations
Roanoke College 2000 — 2004
Bachelor of Arts, International Relations
Linedata January 2013 - Present
Linedata January 2011 - December 2012
Linedata October 2009 - January 2011
Pioneer Investments May 2007 - October 2009
State Street January 2007 - May 2007
State Street September 2005 - January 2007
JPMorgan September 2004 - September 2005
Skills
Management, Business Analysis, Analysis, Asset Management, Corporate Actions, Derivatives, Financial Analysis, Fund Administration, Portfolio Management, Process Improvement, Bloomberg, Fixed Income, Financial Services, Equities, Hedge Funds
Education
Suffolk University 2005 — 2009
M.S.P.S., International Relations
Roanoke College 2000 — 2004
Bachelor of Arts, International Relations
Roger D. Mack's JPMorgan Experience 2006 - 2009
Job Director, Financial Institutions at Baron Capital
Industry Financial Services
Experience
Baron Capital Group, Inc. June 2014 - Present
Goldman Sachs July 2009 - June 2014
JPMorgan 2006 - 2009
UBS Investment Bank 1997 - 2005
Oppenheimer Capital 1990 - 1997
Shearson Lehman Hutton Inc 1989 - 1990
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rochester Institute of Technology 1980 — 1984
BS
Baron Capital Group, Inc. June 2014 - Present
Goldman Sachs July 2009 - June 2014
JPMorgan 2006 - 2009
UBS Investment Bank 1997 - 2005
Oppenheimer Capital 1990 - 1997
Shearson Lehman Hutton Inc 1989 - 1990
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rochester Institute of Technology 1980 — 1984
BS
Stanley Eapen's JPMorgan Experience January 2006 - May 2010
Job Director of IT Service Management at American Air Liquide
Industry Information Technology and Services
Experience
American Air Liquide January 2015 - Present
J.P. Morgan January 2012 - September 2014
J.P. Morgan June 2010 - December 2011
JPMorgan January 2006 - May 2010
J.P. Morgan February 2003 - January 2006
Chase 1996 - 1997
Chase 1996 - 1997
Skills
SDLC, Risk Management, Vendor Management, Customer Service, Business Analysis, Data Center, IT Strategy, Project Planning, Banking, Change Management, Program Management, Project Management, Process Improvement, Team Management, Portfolio Management, Analysis, Integration, IT Service Management, Leadership, Management, Equities, Project Delivery, Outsourcing, IT Management, Investment Banking, Business Continuity, ITIL, Relationship Management, Strategy, Strategic Planning, Financial Services, Product Management, Business Process..., Service Delivery, Operations Management, Disaster Recovery, Team Leadership
Education
Saint Leo University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
American Air Liquide January 2015 - Present
J.P. Morgan January 2012 - September 2014
J.P. Morgan June 2010 - December 2011
JPMorgan January 2006 - May 2010
J.P. Morgan February 2003 - January 2006
Chase 1996 - 1997
Chase 1996 - 1997
Skills
SDLC, Risk Management, Vendor Management, Customer Service, Business Analysis, Data Center, IT Strategy, Project Planning, Banking, Change Management, Program Management, Project Management, Process Improvement, Team Management, Portfolio Management, Analysis, Integration, IT Service Management, Leadership, Management, Equities, Project Delivery, Outsourcing, IT Management, Investment Banking, Business Continuity, ITIL, Relationship Management, Strategy, Strategic Planning, Financial Services, Product Management, Business Process..., Service Delivery, Operations Management, Disaster Recovery, Team Leadership
Education
Saint Leo University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Neil Ridgley's JPMorgan Experience 2001 - 2006
Job Sr. Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Comerica Bank March 2008 - June 2013
Regions Bank March 2007 - March 2008
JPMorgan 2001 - 2006
American Express Financial Advisors 2001 - 2001
Education
Sam Houston State University 2002 — 2004
BBA, Marketing
Greenville High School 1992 — 1996
JPMorgan Chase May 2013 - Present
Comerica Bank March 2008 - June 2013
Regions Bank March 2007 - March 2008
JPMorgan 2001 - 2006
American Express Financial Advisors 2001 - 2001
Education
Sam Houston State University 2002 — 2004
BBA, Marketing
Greenville High School 1992 — 1996
Ben Freeland's JPMorgan Experience 1998 - 2008
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
GCA Savvian September 2008 - June 2011
JPMorgan 1998 - 2008
Hambrecht & Quist 1998 - 2000
Executive Office of The President, The White House 1995 - 1998
Education
Santa Clara University
Bachelor of Science
UBS Investment Bank July 2011 - Present
GCA Savvian September 2008 - June 2011
JPMorgan 1998 - 2008
Hambrecht & Quist 1998 - 2000
Executive Office of The President, The White House 1995 - 1998
Education
Santa Clara University
Bachelor of Science
Richard Eudy's JPMorgan Experience May 1989 - November 1990
Job Vice President at Wachovia
Industry Banking
Experience
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Christine LaFontaine's JPMorgan Experience Sr. Cllient Service AssociateJPMorgan ChaseApril 2007 - Present
Job Sr. Cllient Service Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Sr. Cllient Service AssociateJPMorgan ChaseApril 2007 - Present
Northern Trust Bank November 1998 - April 2007
Education
Southern Illinois University, Carbondale 1970 — 1972
B.S, Business Education
JPMorgan Sr. Cllient Service AssociateJPMorgan ChaseApril 2007 - Present
Northern Trust Bank November 1998 - April 2007
Education
Southern Illinois University, Carbondale 1970 — 1972
B.S, Business Education
Judy MacRae's JPMorgan Experience
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Skills
Investment Banking, Fixed Income
Education
Rutgers University-New Brunswick
JPMorgan
Skills
Investment Banking, Fixed Income
Education
Rutgers University-New Brunswick
WIlliam Rottino, CFA's JPMorgan Experience 1975 - 2002
Job Vice President / Senior Credit Officer at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service January 2003 - Present
JPMorgan Chase 1975 - 2002
JPMorgan 1975 - 2002
JPMorgan 1975 - 2002
JP Morgan Chase 1975 - 2002
Skills
Credit Analysis, Fixed Income, Credit Risk, Corporate Finance, Capital Markets, Bonds, Financial Statement..., Credit, Loans, Investment Banking, Financial Analysis, High Yield, Private Equity, Financial Risk, Leveraged Finance, Portfolio Management, Ratings
Education
Regis University
Sociology
Moody's Investors Service January 2003 - Present
JPMorgan Chase 1975 - 2002
JPMorgan 1975 - 2002
JPMorgan 1975 - 2002
JP Morgan Chase 1975 - 2002
Skills
Credit Analysis, Fixed Income, Credit Risk, Corporate Finance, Capital Markets, Bonds, Financial Statement..., Credit, Loans, Investment Banking, Financial Analysis, High Yield, Private Equity, Financial Risk, Leveraged Finance, Portfolio Management, Ratings
Education
Regis University
Sociology
Ray Moulis's JPMorgan Experience 1994 - Present
Job VicePresidentFiduciary Support Officer at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Vice-President-Fiduciary Support OfficerJPMorgan Chase Bank, N.A.June 1994 - Present
JPMorgan 1994 - Present
Skills
Risk Management, Securities, Wealth Management, Asset Managment, Investments, Banking, Financial Services, Finance
Education
Saint Louis University School of Law 1971 — 1974
JD, Law
JPMorgan Chase Vice-President-Fiduciary Support OfficerJPMorgan Chase Bank, N.A.June 1994 - Present
JPMorgan 1994 - Present
Skills
Risk Management, Securities, Wealth Management, Asset Managment, Investments, Banking, Financial Services, Finance
Education
Saint Louis University School of Law 1971 — 1974
JD, Law
Trina Reid's JPMorgan Experience 1999 - 2004
Job Interest Rate Derivatives at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2008 - Present
BMO Capital Markets May 2005 - July 2008
JPMorgan 1999 - 2004
RBC Capital Markets 2002 - 2003
Education
University of New Brunswick 1996 — 1998
MBA, Finance
St. Francis Xavier University
BMO Capital Markets August 2008 - Present
BMO Capital Markets May 2005 - July 2008
JPMorgan 1999 - 2004
RBC Capital Markets 2002 - 2003
Education
University of New Brunswick 1996 — 1998
MBA, Finance
St. Francis Xavier University
Christi Greco/JPMCHASE's JPMorgan Experience February 2004 - February 2011
Job Vice President at JPMorgan
Industry Financial Services
Experience
JP Morgan 2000 - Present
JPMorgan February 2004 - February 2011
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Securities, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Capital Markets, Investments, Financial Services, Banking, Hedge Funds
Education
Southeastern Oklahoma State University
BBA, Accounting, Business Mgmt, Oil & Gas Accounting
JP Morgan 2000 - Present
JPMorgan February 2004 - February 2011
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Securities, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Capital Markets, Investments, Financial Services, Banking, Hedge Funds
Education
Southeastern Oklahoma State University
BBA, Accounting, Business Mgmt, Oil & Gas Accounting
Mickey Anderson's JPMorgan Experience Principal Power SchedulerEl Paso Merchant EnergyMay 2000 - October 2006
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan Principal Power SchedulerEl Paso Merchant EnergyMay 2000 - October 2006
Education
Sam Houston State University
BBA, Business
JPMorgan Principal Power SchedulerEl Paso Merchant EnergyMay 2000 - October 2006
Education
Sam Houston State University
BBA, Business
Matthew Peakes's JPMorgan Experience June 2010 - February 2012
Job Chief Executive Officer at DGSE Companies, Inc.
Industry Luxury Goods & Jewelry
Experience
DGSE Companies, Inc. September 2015 - Present
ELEMETAL, LLC February 2012 - September 2015
JPMorgan June 2010 - February 2012
JPMorgan June 2007 - June 2010
Avid Holdings May 2004 - August 2005
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Southern Methodist University 1996 — 2000
BBA, Finance
DGSE Companies, Inc. September 2015 - Present
ELEMETAL, LLC February 2012 - September 2015
JPMorgan June 2010 - February 2012
JPMorgan June 2007 - June 2010
Avid Holdings May 2004 - August 2005
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Southern Methodist University 1996 — 2000
BBA, Finance
Patricia Cubelo's JPMorgan Experience June 2004 - December 2013
Job VP/Compliance Manager at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital January 2014 - Present
JPMorgan June 2004 - December 2013
Deutsche Bank Securities February 2001 - June 2004
Skills
Surveillance, Securities, OFAC, Investment Banking, AML
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Barclays Capital January 2014 - Present
JPMorgan June 2004 - December 2013
Deutsche Bank Securities February 2001 - June 2004
Skills
Surveillance, Securities, OFAC, Investment Banking, AML
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Tavish Zausner-Mannes's JPMorgan Experience November 2008 - May 2014
Job .
Industry Banking
Experience
JPMorgan November 2008 - May 2014
Bear Stearns January 2008 - October 2008
Education
Skidmore College 2003 — 2007
BA, Economics, Math, Business
JPMorgan November 2008 - May 2014
Bear Stearns January 2008 - October 2008
Education
Skidmore College 2003 — 2007
BA, Economics, Math, Business
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS