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
JPMorgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Salaries. You can even request information on how much does JPMorgan pay if you want to. Learn about salaries, pros and cons of working for JPMorgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,973 JPMorgan employees in database. Find out everything there's to know about JPMorgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Employees
Employee
Years
Job
Industry
Alexander Morales Alexander Morales's JPMorgan Experience May 2006 - August 2006
Job Vice President, Marketing at Orgsync
Industry Investment Banking
Experience
Orgsync August 2009 - Present
MHT Partners July 2007 - July 2010
Villas on Guadalupe July 2005 - May 2007
JPMorgan May 2006 - August 2006
Skills
Marketing, Financial Modeling, Mergers, Account Management, Valuation, Community Outreach, Team Leadership, Strategy, Entrepreneurship, Market Research, Management, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Data Analysis, Marketing Strategy, Leadership, Analysis
Education
The University of Texas at Austin 2003 — 2007
Business, Finance, Accounting
Orgsync August 2009 - Present
MHT Partners July 2007 - July 2010
Villas on Guadalupe July 2005 - May 2007
JPMorgan May 2006 - August 2006
Skills
Marketing, Financial Modeling, Mergers, Account Management, Valuation, Community Outreach, Team Leadership, Strategy, Entrepreneurship, Market Research, Management, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Data Analysis, Marketing Strategy, Leadership, Analysis
Education
The University of Texas at Austin 2003 — 2007
Business, Finance, Accounting
Christine Banian Christine Banian's JPMorgan Experience June 2003 - July 2008
Job Vice President of Research at Main Street Advisors, Inc.
Industry Investment Management
Experience
Main Street Advisors, Inc. June 2014 - Present
Stanford Management Company August 2010 - April 2014
Barclays Capital June 2009 - August 2009
JPMorgan June 2003 - July 2008
Skills
Due Diligence, Valuation, Investments, Asset Management, Strategy Development, Excel, Market Research, Private Equity, Microsoft Excel, Strategy, Financial Modeling, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of California, Berkeley 1999 — 2003
Bachelor of Science, Business Administration
Main Street Advisors, Inc. June 2014 - Present
Stanford Management Company August 2010 - April 2014
Barclays Capital June 2009 - August 2009
JPMorgan June 2003 - July 2008
Skills
Due Diligence, Valuation, Investments, Asset Management, Strategy Development, Excel, Market Research, Private Equity, Microsoft Excel, Strategy, Financial Modeling, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of California, Berkeley 1999 — 2003
Bachelor of Science, Business Administration
G. Schuyler Havens's JPMorgan Experience June 1995 - July 2000
Job Partner at F/VO
Industry Financial Services
Experience
F/VO February 2013 - Present
Columbia Pacific Advisors, LLC July 2011 - September 2013
KAPITALL 2010 - April 2011
CARTESIAN IRIS & IRIS REINSURANCE LTD October 2008 - November 2009
FREESTONE CAPITAL MANAGEMENT April 2007 - October 2008
E*TRADE FINANCIAL CORP January 2005 - February 2007
HOWARD CAPITAL MANAGEMENT July 2000 - January 2005
JPMorgan June 1995 - July 2000
Skills
Portfolio Management, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Strategy, Business Development, Mergers, Due Diligence, Asset Management, Venture Capital, Investments, Finance, Management, Capital Raising, Private Equity, Asset Managment, Mutual Funds, Risk Management, Securities
Education
Trinity College-Hartford 1991 — 1995
BA
Taft School
Taft School
The Taft School
F/VO February 2013 - Present
Columbia Pacific Advisors, LLC July 2011 - September 2013
KAPITALL 2010 - April 2011
CARTESIAN IRIS & IRIS REINSURANCE LTD October 2008 - November 2009
FREESTONE CAPITAL MANAGEMENT April 2007 - October 2008
E*TRADE FINANCIAL CORP January 2005 - February 2007
HOWARD CAPITAL MANAGEMENT July 2000 - January 2005
JPMorgan June 1995 - July 2000
Skills
Portfolio Management, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Strategy, Business Development, Mergers, Due Diligence, Asset Management, Venture Capital, Investments, Finance, Management, Capital Raising, Private Equity, Asset Managment, Mutual Funds, Risk Management, Securities
Education
Trinity College-Hartford 1991 — 1995
BA
Taft School
Taft School
The Taft School
Daniel Blazei, CFA Daniel Blazei, CFA's JPMorgan Experience 2005 - 2010
Job Assistant Vice President, Lloyds Bank
Industry Banking
Experience
Lloyds Bank Commercial Banking 2013 - Present
Invesco Ltd. 2010 - 2013
JPMorgan 2005 - 2010
Skills
Bloomberg, Financial Analysis, DCF, Financial Modeling, Portfolio Management, Valuation, Asset Managment, Investments, Investment Banking, Fixed Income, VBA, Corporate Finance, Commercial Banking, Loans
Education
University of Houston, C.T. Bauer College of Business
MBA, Finance
The University of Texas at Austin
BA, Economics
Lloyds Bank Commercial Banking 2013 - Present
Invesco Ltd. 2010 - 2013
JPMorgan 2005 - 2010
Skills
Bloomberg, Financial Analysis, DCF, Financial Modeling, Portfolio Management, Valuation, Asset Managment, Investments, Investment Banking, Fixed Income, VBA, Corporate Finance, Commercial Banking, Loans
Education
University of Houston, C.T. Bauer College of Business
MBA, Finance
The University of Texas at Austin
BA, Economics
Quiana Rambo-Williams Quiana Rambo-Williams's JPMorgan Experience August 2007 - Present
Job Financial Representative at COUNTRY Financial®
Industry Banking
Experience
COUNTRY Financial® November 2013 - Present
JPMorgan August 2007 - Present
Hallmark January 2001 - June 2003
Skills
Marketing, Sales, Recruiting, Public Speaking, Training, Employee Benefits, Customer Service, Leadership, Management, Project Management, Fundraising, Event Planning, Data Analysis, Coaching, Strategic Planning, Team Building, Microsoft Office
Education
Webster University 2009 — 2011
Master of Arts (MA), Marketing
University of Kansas
COUNTRY Financial® November 2013 - Present
JPMorgan August 2007 - Present
Hallmark January 2001 - June 2003
Skills
Marketing, Sales, Recruiting, Public Speaking, Training, Employee Benefits, Customer Service, Leadership, Management, Project Management, Fundraising, Event Planning, Data Analysis, Coaching, Strategic Planning, Team Building, Microsoft Office
Education
Webster University 2009 — 2011
Master of Arts (MA), Marketing
University of Kansas
Joe Juarez Joe Juarez's JPMorgan Experience 1993 - 1994
Job Vice President, Business Development and Strategy at Allegion, PLC
Industry Building Materials
Experience
Allegion, PLC August 2014 - Present
O-I February 2010 - July 2014
FedEx Corporation March 2005 - January 2010
1-2-3 Fit 2004 - 2005
Quiznos Corp. 2003 - 2004
AG Edwards & Sons-Investment Banking 1998 - 2002
Merrill Lynch 1994 - 1996
JPMorgan 1993 - 1994
Skills
Mergers, Due Diligence, Investments, Joint Ventures, Capital Markets, Strategy Development, Company Acquisitions, International..., Negotiating Contracts, Enterprise Valuation, Financial Analysis, Corporate Development, Investment Banking, M&A experience, Target Identification, Acquisition Analysis, Business Valuation, Contract Negotiation, Strategy, Mergers & Acquisitions, Business Strategy, Acquisition Integration, Negotiation, P&L Management, Financial Modeling, Competitive Analysis, Finance, Business Planning, Venture Capital, Cross-functional Team..., Restructuring, Business Development, Executive Management, Divestitures, Acquisitions, Leadership, Management, Analysis, Emerging Markets, Pricing, Budgets, Corporate Finance, LBO
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance and Accounting
Allegion, PLC August 2014 - Present
O-I February 2010 - July 2014
FedEx Corporation March 2005 - January 2010
1-2-3 Fit 2004 - 2005
Quiznos Corp. 2003 - 2004
AG Edwards & Sons-Investment Banking 1998 - 2002
Merrill Lynch 1994 - 1996
JPMorgan 1993 - 1994
Skills
Mergers, Due Diligence, Investments, Joint Ventures, Capital Markets, Strategy Development, Company Acquisitions, International..., Negotiating Contracts, Enterprise Valuation, Financial Analysis, Corporate Development, Investment Banking, M&A experience, Target Identification, Acquisition Analysis, Business Valuation, Contract Negotiation, Strategy, Mergers & Acquisitions, Business Strategy, Acquisition Integration, Negotiation, P&L Management, Financial Modeling, Competitive Analysis, Finance, Business Planning, Venture Capital, Cross-functional Team..., Restructuring, Business Development, Executive Management, Divestitures, Acquisitions, Leadership, Management, Analysis, Emerging Markets, Pricing, Budgets, Corporate Finance, LBO
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance and Accounting
Crystal Leveillee Crystal Leveillee's JPMorgan Experience 2005 - 2007
Job J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
Tuck School of Business at Dartmouth College 2011 - 2013
Uncommon Schools June 2009 - July 2011
FLAG Capital August 2007 - July 2009
JPMorgan 2005 - 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Community Development, Due Diligence, Private Equity, Economics, Investments, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Wellesley College 2001 — 2005
Degree in Economics
West Hills High School
J.P. Morgan 2013 - Present
Tuck School of Business at Dartmouth College 2011 - 2013
Uncommon Schools June 2009 - July 2011
FLAG Capital August 2007 - July 2009
JPMorgan 2005 - 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Community Development, Due Diligence, Private Equity, Economics, Investments, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Wellesley College 2001 — 2005
Degree in Economics
West Hills High School
John Treadwell John Treadwell's JPMorgan Experience 1997 - 2001
Job Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC April 2013 - Present
BNP Paribas March 2001 - April 2013
JPMorgan 1997 - 2001
Skills
Capital Markets, Corporate Finance, Credit Analysis, Investment Banking, Structured Finance, Fixed Income, Equities, Financial Analysis, Financial Structuring, Leveraged Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Masters, International Relations and Economics
HSBC April 2013 - Present
BNP Paribas March 2001 - April 2013
JPMorgan 1997 - 2001
Skills
Capital Markets, Corporate Finance, Credit Analysis, Investment Banking, Structured Finance, Fixed Income, Equities, Financial Analysis, Financial Structuring, Leveraged Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Masters, International Relations and Economics
Juliana Bajon Falcão Juliana Bajon Falcão's JPMorgan Experience 1999 - 2003
Job Founding Partner
Industry Design
Experience
Juliana Bajon Design & Decor November 2011 - Present
UBS Investment Bank 2009 - 2011
Citigroup 2006 - 2009
Merrill Lynch 2005 - 2006
The World Bank 2003 - 2005
JPMorgan 1999 - 2003
Skills
Emerging Markets, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Avaliação financeira, Renda fixa, Mercado de capitais, Fusões e aquisições, Estratégia empresarial, Finanças corporativas, Mercados emergentes, Gestão de carteiras, Análise financeira, Modelagem financeira, Mercados financeiros, Banco de investimento, Fundos de capital..., Due diligence, Investimentos, Patrimônio líquido
Education
Johns Hopkins SAIS 2003 — 2006
Master's degree, Intl Relations, Intl Economics
Pontificia Universidade Catolica de São Paulo 1997 — 2001
Bachelors, Economics
Juliana Bajon Design & Decor November 2011 - Present
UBS Investment Bank 2009 - 2011
Citigroup 2006 - 2009
Merrill Lynch 2005 - 2006
The World Bank 2003 - 2005
JPMorgan 1999 - 2003
Skills
Emerging Markets, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Avaliação financeira, Renda fixa, Mercado de capitais, Fusões e aquisições, Estratégia empresarial, Finanças corporativas, Mercados emergentes, Gestão de carteiras, Análise financeira, Modelagem financeira, Mercados financeiros, Banco de investimento, Fundos de capital..., Due diligence, Investimentos, Patrimônio líquido
Education
Johns Hopkins SAIS 2003 — 2006
Master's degree, Intl Relations, Intl Economics
Pontificia Universidade Catolica de São Paulo 1997 — 2001
Bachelors, Economics
Courtney Bach Courtney Bach's JPMorgan Experience October 2006 - April 2009
Job Partner at October Three Consulting
Industry Financial Services
Experience
October Three Consulting January 2014 - Present
October Three Consulting March 2010 - December 2013
Milliman April 2009 - March 2010
JPMorgan October 2006 - April 2009
CCA Strategies June 2003 - October 2006
Skills
Defined Benefit, Actuarial Science, Employee Benefits, Pensions, Pension Administration, Executive Pay, 401k, Retirement
Education
University of Texas at Austin 1999 — 2003
BS, Mathematics
October Three Consulting January 2014 - Present
October Three Consulting March 2010 - December 2013
Milliman April 2009 - March 2010
JPMorgan October 2006 - April 2009
CCA Strategies June 2003 - October 2006
Skills
Defined Benefit, Actuarial Science, Employee Benefits, Pensions, Pension Administration, Executive Pay, 401k, Retirement
Education
University of Texas at Austin 1999 — 2003
BS, Mathematics
Caroline Knowles Caroline Knowles's JPMorgan Experience September 2007 - May 2009
Job to
Industry Banking
Experience
First Flight Federal Credit Union June 2013 - Present
IHG Army Hotels August 2011 - May 2013
LCO Destiny Inc., DBA Timeless Frames, Timeless Decor & Timeless Expressions January 2010 - June 2011
JPMorgan September 2007 - May 2009
Skills
Microsoft Excel, Budgets, Accounting, Accounts Payable, Outlook, Marketing, Customer Service, Microsoft Office, Banking, Sales
Education
The Ohio State University 2003 — 2007
Bachelor of Science, Family Financial Management
First Flight Federal Credit Union June 2013 - Present
IHG Army Hotels August 2011 - May 2013
LCO Destiny Inc., DBA Timeless Frames, Timeless Decor & Timeless Expressions January 2010 - June 2011
JPMorgan September 2007 - May 2009
Skills
Microsoft Excel, Budgets, Accounting, Accounts Payable, Outlook, Marketing, Customer Service, Microsoft Office, Banking, Sales
Education
The Ohio State University 2003 — 2007
Bachelor of Science, Family Financial Management
Owais Rana Owais Rana's JPMorgan Experience 2005 - March 2012
Job Managing Director Global Head of LDI Solutions (JPM Asset Management)
Industry Investment Management
Experience
J.P. Morgan October 2011 - Present
JPMorgan 2005 - March 2012
Hewitt Associates 1998 - 2005
Skills
Derivatives, Asset Management, Portfolio Management, Defined Benefit, Risk Management, Business Strategy, Actuarial Science, Hedging, Investments, Pension Funds, Fixed Income, Financial Structuring, Investment Management, Interest Rate Risk..., Financial Modeling, Investment Banking, ALM, Wealth Management, Pensions, Management, Capital Markets, Valuation, Hedge Funds, Analysis, Mutual Funds, Financial Risk, Enterprise Risk..., Alternative Investments, Emerging Markets, Financial Advisory, Investment Strategies, Rates, Equities, Asset Allocation, Asset Managment
Education
London School of Economics and Political Science 1995 — 1998
BSc
Bloomfield Hall 1993 — 1995
A Levels
Dubai College 1987 — 1991
AAESS
J.P. Morgan October 2011 - Present
JPMorgan 2005 - March 2012
Hewitt Associates 1998 - 2005
Skills
Derivatives, Asset Management, Portfolio Management, Defined Benefit, Risk Management, Business Strategy, Actuarial Science, Hedging, Investments, Pension Funds, Fixed Income, Financial Structuring, Investment Management, Interest Rate Risk..., Financial Modeling, Investment Banking, ALM, Wealth Management, Pensions, Management, Capital Markets, Valuation, Hedge Funds, Analysis, Mutual Funds, Financial Risk, Enterprise Risk..., Alternative Investments, Emerging Markets, Financial Advisory, Investment Strategies, Rates, Equities, Asset Allocation, Asset Managment
Education
London School of Economics and Political Science 1995 — 1998
BSc
Bloomfield Hall 1993 — 1995
A Levels
Dubai College 1987 — 1991
AAESS
Holly Lewis's JPMorgan Experience September 2005 - October 2007
Job Senior Global Constant Improvement Analyst at NetJets
Industry Management Consulting
Experience
NetJets July 2014 - Present
Columbus State Community College April 2012 - Present
Carousel Closet LLC April 2012 - June 2014
Manley Deas Kochalski, LLC June 2010 - July 2011
Absolute Impressions, Inc. March 2007 - July 2010
JPMorgan September 2005 - October 2007
Anheuser-Busch 2003 - 2006
PPG 1998 - 2001
Skills
Operations Management, Cross-functional Team..., Process Improvement, Lean Manufacturing, Six Sigma, Strategic Planning, Leadership, Analysis, Customer Service, Data Analysis, Continuous Improvement, Training, Change Management, Team Building, Business Analysis, Quality Management, Organizational..., Business Process..., Problem Solving, Customer Relations, Statistics, Process Mapping, Process Management, Entrepreneurship, College Teaching, Teaching Adults, Microsoft Office:..., Minitab Statistical..., Lotus Notes, Casee Case Management..., Adobe Creative Suite, Impress by Precise..., Blackboard Learning..., Liberty4 Consignment, reCommerce, Management, Project Management
Education
The Ohio State University 2001 — 2003
Bachelor of Science, Chemistry
The Ohio State University
Master of Business Administration, Operations & Logistics, Fisher College of Business
NetJets July 2014 - Present
Columbus State Community College April 2012 - Present
Carousel Closet LLC April 2012 - June 2014
Manley Deas Kochalski, LLC June 2010 - July 2011
Absolute Impressions, Inc. March 2007 - July 2010
JPMorgan September 2005 - October 2007
Anheuser-Busch 2003 - 2006
PPG 1998 - 2001
Skills
Operations Management, Cross-functional Team..., Process Improvement, Lean Manufacturing, Six Sigma, Strategic Planning, Leadership, Analysis, Customer Service, Data Analysis, Continuous Improvement, Training, Change Management, Team Building, Business Analysis, Quality Management, Organizational..., Business Process..., Problem Solving, Customer Relations, Statistics, Process Mapping, Process Management, Entrepreneurship, College Teaching, Teaching Adults, Microsoft Office:..., Minitab Statistical..., Lotus Notes, Casee Case Management..., Adobe Creative Suite, Impress by Precise..., Blackboard Learning..., Liberty4 Consignment, reCommerce, Management, Project Management
Education
The Ohio State University 2001 — 2003
Bachelor of Science, Chemistry
The Ohio State University
Master of Business Administration, Operations & Logistics, Fisher College of Business
Justine Benkowski Justine Benkowski's JPMorgan Experience July 2009 - June 2011
Job Assistant Vice President, Analyst, Client Services at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management September 2014 - Present
Bernstein Global Wealth Management June 2011 - September 2014
JPMorgan July 2009 - June 2011
Johns Hopkins University Applied Physics Laboratory June 2006 - August 2008
Skills
Program Management, Wealth Management, Investments, Finance, Series 7, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance, International Business
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course
Bernstein Private Wealth Management September 2014 - Present
Bernstein Global Wealth Management June 2011 - September 2014
JPMorgan July 2009 - June 2011
Johns Hopkins University Applied Physics Laboratory June 2006 - August 2008
Skills
Program Management, Wealth Management, Investments, Finance, Series 7, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance, International Business
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course
Eric Weiske Eric Weiske's JPMorgan Experience July 2009 - September 2011
Job Director of Fund Accounting at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2011 - Present
JPMorgan July 2009 - September 2011
Capital Group June 1995 - June 2009
Gateway Educational Products June 1992 - June 1995
UPS June 1986 - June 1992
Skills
Auditing, ERISA, Activity Based Costing, Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Investments, Asset Managment, Valuation, Mutual Funds, Securities, Fixed Income, Equities, Account Reconciliation, Internal Controls, Bloomberg, Financial Statements, Portfolio Management, Process Improvement, Fund Of Funds, Due Diligence, ETFs, Asset Management, GAAP, Fund Administration, Business Analysis, Cash Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Continuing Professional Education, Strategic Management, Managerial Accounting, Negotiation
University of Redlands 1996 — 1998
MBA, Business and Finance
University of Redlands 1993 — 1995
BBA, Business Management
Fidelity Investments September 2011 - Present
JPMorgan July 2009 - September 2011
Capital Group June 1995 - June 2009
Gateway Educational Products June 1992 - June 1995
UPS June 1986 - June 1992
Skills
Auditing, ERISA, Activity Based Costing, Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Investments, Asset Managment, Valuation, Mutual Funds, Securities, Fixed Income, Equities, Account Reconciliation, Internal Controls, Bloomberg, Financial Statements, Portfolio Management, Process Improvement, Fund Of Funds, Due Diligence, ETFs, Asset Management, GAAP, Fund Administration, Business Analysis, Cash Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Continuing Professional Education, Strategic Management, Managerial Accounting, Negotiation
University of Redlands 1996 — 1998
MBA, Business and Finance
University of Redlands 1993 — 1995
BBA, Business Management
Ben Finger, CFA Ben Finger, CFA's JPMorgan Experience February 2006 - March 2007
Job Credit Trader at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers October 2014 - Present
Clinton Group, Inc, March 2007 - October 2014
JPMorgan February 2006 - March 2007
JP Morgan January 2004 - February 2006
Skills
Leveraged Finance, Portfolio Management, Capital Structure, CLO, CDS, High Yield Bonds, Fundamental Analysis, Analysis, Credit Trading, High Yield, Hedge Funds, Capital Markets, CFA, CLOs, Leveraged Lending, Cash Flow Lending, Senior Debt, Credit, Investments, Trading
Education
The University of Texas at Austin 1997 — 2002
BBA, Finance
AXA Investment Managers October 2014 - Present
Clinton Group, Inc, March 2007 - October 2014
JPMorgan February 2006 - March 2007
JP Morgan January 2004 - February 2006
Skills
Leveraged Finance, Portfolio Management, Capital Structure, CLO, CDS, High Yield Bonds, Fundamental Analysis, Analysis, Credit Trading, High Yield, Hedge Funds, Capital Markets, CFA, CLOs, Leveraged Lending, Cash Flow Lending, Senior Debt, Credit, Investments, Trading
Education
The University of Texas at Austin 1997 — 2002
BBA, Finance
Fabian Padamadan, CFP® Fabian Padamadan, CFP®'s JPMorgan Experience April 2010 - April 2012
Job Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC April 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase April 2012 - September 2012
JPMorgan April 2010 - April 2012
JPMorgan Chase August 2005 - March 2010
Education
The Ohio State University 1997 — 2000
Business Administration, Finance
JP Morgan Securities, LLC April 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase April 2012 - September 2012
JPMorgan April 2010 - April 2012
JPMorgan Chase August 2005 - March 2010
Education
The Ohio State University 1997 — 2000
Business Administration, Finance
Jennifer Boxberger Jennifer Boxberger's JPMorgan Experience January 2003 - May 2004
Job Senior Investment Product Analyst at UMB Bank
Industry Investment Management
Experience
UMB Bank March 2015 - Present
Cottonwood Advisors, LLC. May 2004 - March 2015
JPMorgan January 2003 - May 2004
American Century Investments (JPMorgan acquired part of American Century Investments), 2001 – 2003 January 2001 - January 2003
American Century Investments January 2000 - January 2001
FBD Consulting January 1999 - January 2000
Skills
•Have taken and passed..., •Currently hold the..., •Excellent..., Mutual Funds, Investments, Retirement Planning, Retirement, Investment Advisory, Pensions, Asset Allocation, Defined Benefit, Asset Management, 401k
Education
Webster University 2000 — 2002
Masters of Art, Dual - Finance and HR Development
The University of Texas at El Paso 1995 — 1998
Bachelor of Business Administration, Finance
UMB Bank March 2015 - Present
Cottonwood Advisors, LLC. May 2004 - March 2015
JPMorgan January 2003 - May 2004
American Century Investments (JPMorgan acquired part of American Century Investments), 2001 – 2003 January 2001 - January 2003
American Century Investments January 2000 - January 2001
FBD Consulting January 1999 - January 2000
Skills
•Have taken and passed..., •Currently hold the..., •Excellent..., Mutual Funds, Investments, Retirement Planning, Retirement, Investment Advisory, Pensions, Asset Allocation, Defined Benefit, Asset Management, 401k
Education
Webster University 2000 — 2002
Masters of Art, Dual - Finance and HR Development
The University of Texas at El Paso 1995 — 1998
Bachelor of Business Administration, Finance
David Leech David Leech's JPMorgan Experience 1992 - 1998
Job Senior IT Project Manager at Starbucks
Industry Information Technology and Services
Experience
Starbucks June 2014 - Present
Intellectual Ventures November 2013 - June 2014
Russell Investments March 2011 - September 2013
Liberty Mutual Insurance February 2008 - January 2011
JPMorgan Chase 2005 - 2007
Computer Sciences Corporation 1998 - 2005
JPMorgan 1992 - 1998
IBM June 1990 - June 1991
Skills
Project Management, Infrastructure Projects, Financial Sector, PMP, Program Management, PMO, Project Portfolio..., IT Service Management, Agile Methodologies, Change Management, Enterprise Software, Management, Leadership, Security, Software Development, Analysis, Scrum, Service Delivery, Databases, Project Planning, Unix, Analytics, Systems Development..., ITIL v3 Foundations..., Value Stream Mapping, RFP, Certified Scrum Master..., Capacity Management, Release Management, Investment Banking, Demand Management, Portfolio Management, Infrastructure, Financial Services, SDLC, Business Analysis, Outsourcing, User Acceptance Testing, Virtualization, Requirements Gathering, IT Strategy, Strategy, Data Warehousing, Information Technology, Enterprise Architecture, IT Management, Vendor Management, Requirements Analysis, Disaster Recovery, Project Delivery
Education
The University of Salford 1988 — 1992
BSc Hons, Information Technology
Starbucks June 2014 - Present
Intellectual Ventures November 2013 - June 2014
Russell Investments March 2011 - September 2013
Liberty Mutual Insurance February 2008 - January 2011
JPMorgan Chase 2005 - 2007
Computer Sciences Corporation 1998 - 2005
JPMorgan 1992 - 1998
IBM June 1990 - June 1991
Skills
Project Management, Infrastructure Projects, Financial Sector, PMP, Program Management, PMO, Project Portfolio..., IT Service Management, Agile Methodologies, Change Management, Enterprise Software, Management, Leadership, Security, Software Development, Analysis, Scrum, Service Delivery, Databases, Project Planning, Unix, Analytics, Systems Development..., ITIL v3 Foundations..., Value Stream Mapping, RFP, Certified Scrum Master..., Capacity Management, Release Management, Investment Banking, Demand Management, Portfolio Management, Infrastructure, Financial Services, SDLC, Business Analysis, Outsourcing, User Acceptance Testing, Virtualization, Requirements Gathering, IT Strategy, Strategy, Data Warehousing, Information Technology, Enterprise Architecture, IT Management, Vendor Management, Requirements Analysis, Disaster Recovery, Project Delivery
Education
The University of Salford 1988 — 1992
BSc Hons, Information Technology
Hahn Young Hahn Young's JPMorgan Experience September 2008 - Present
Job Invetment Assistant at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2008 - Present
Compass Bank April 2006 - March 2008
US Bank 2008 - 2008
TexasBank 2002 - 2006
Bank of America 1997 - 1999
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Consumer Lending, Credit, Mortgage Lending, Portfolio Management, Credit Analysis, Financial Analysis, Risk Management, Underwriting, Retail Banking, Microsoft Excel, Investments, Small Business Lending
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Mathematics
Sherman High
JPMorgan September 2008 - Present
Compass Bank April 2006 - March 2008
US Bank 2008 - 2008
TexasBank 2002 - 2006
Bank of America 1997 - 1999
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Consumer Lending, Credit, Mortgage Lending, Portfolio Management, Credit Analysis, Financial Analysis, Risk Management, Underwriting, Retail Banking, Microsoft Excel, Investments, Small Business Lending
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Mathematics
Sherman High
Jerry Kelso Jerry Kelso's JPMorgan Experience 2004 - 2007
Job www.EMASoftech.com
Industry Financial Services
Experience
EMA Softech August 2000 - Present
JPMorgan 2004 - 2007
Bayer Diagnostics December 1999 - August 2001
Bell Labs Lucent Technologies January 1997 - December 1997
Skills
SQL Server, VB.NET, ASP.NET, Android, iOS, VB6, Database design and..., Product Requirements..., Client Interfacing, MS Access / Excel..., User Interface Design, Visual Studio, Software Development, Programming, Requirements Gathering, Access, VBA, SQL, Visual Basic, Microsoft SQL Server, Windows, Web Applications, Analytics, Database Design, Databases, Data Warehousing, Visio, Software Project..., Requirements Analysis, Enterprise Architecture, Systems Analysis
Education
The University of Texas at Dallas 2002 — 2005
Masters Degree, Masters of Business Administration
DeVry University 1996 — 1999
EET, Electrical Engineering Technology
EMA Softech August 2000 - Present
JPMorgan 2004 - 2007
Bayer Diagnostics December 1999 - August 2001
Bell Labs Lucent Technologies January 1997 - December 1997
Skills
SQL Server, VB.NET, ASP.NET, Android, iOS, VB6, Database design and..., Product Requirements..., Client Interfacing, MS Access / Excel..., User Interface Design, Visual Studio, Software Development, Programming, Requirements Gathering, Access, VBA, SQL, Visual Basic, Microsoft SQL Server, Windows, Web Applications, Analytics, Database Design, Databases, Data Warehousing, Visio, Software Project..., Requirements Analysis, Enterprise Architecture, Systems Analysis
Education
The University of Texas at Dallas 2002 — 2005
Masters Degree, Masters of Business Administration
DeVry University 1996 — 1999
EET, Electrical Engineering Technology
Jennifer LaChance Jennifer LaChance's JPMorgan Experience 2000 - 2007
Job Senior Application Development Manager at Sally Beauty
Industry Information Technology and Services
Experience
Sally Beauty June 2009 - Present
Robert Half Technology October 2008 - June 2009
ACS May 2007 - October 2008
JPMorgan Chase September 2000 - June 2007
JP Morgan Chase, N.A. 2000 - 2007
JPMorgan 2000 - 2007
DFW Airport September 1980 - September 2000
US Air Force July 1975 - July 1980
Skills
T-SQL, XML, ASP.NET, C#, .NET, SQL Server, Web Development, Web Services, Microsoft SQL Server, Business Analysis, SSIS, PL/SQL, Visual Studio, Databases, SDLC, SQL, Software Development, Oracle, Agile Methodologies, Web Applications, Agile Project Management, Visual Basic, Visio, Data Warehousing, VBScript, Enterprise Software, Integration, ETL, Systems Analysis, VB.NET, Database Design, IIS, JavaScript, Software Project..., SSRS, Requirements Analysis, Data Modeling, Disaster Recovery, IT Strategy, Software Documentation, Solution Architecture, Requirements Gathering, DB2, Business Intelligence, SharePoint
Education
The University of Texas at Arlington 1980 — 1987
Bachelor of Science, Computer Science Engineering
Sally Beauty June 2009 - Present
Robert Half Technology October 2008 - June 2009
ACS May 2007 - October 2008
JPMorgan Chase September 2000 - June 2007
JP Morgan Chase, N.A. 2000 - 2007
JPMorgan 2000 - 2007
DFW Airport September 1980 - September 2000
US Air Force July 1975 - July 1980
Skills
T-SQL, XML, ASP.NET, C#, .NET, SQL Server, Web Development, Web Services, Microsoft SQL Server, Business Analysis, SSIS, PL/SQL, Visual Studio, Databases, SDLC, SQL, Software Development, Oracle, Agile Methodologies, Web Applications, Agile Project Management, Visual Basic, Visio, Data Warehousing, VBScript, Enterprise Software, Integration, ETL, Systems Analysis, VB.NET, Database Design, IIS, JavaScript, Software Project..., SSRS, Requirements Analysis, Data Modeling, Disaster Recovery, IT Strategy, Software Documentation, Solution Architecture, Requirements Gathering, DB2, Business Intelligence, SharePoint
Education
The University of Texas at Arlington 1980 — 1987
Bachelor of Science, Computer Science Engineering
Fritz Baugess Fritz Baugess's JPMorgan Experience 2004 - 2012
Job Technology Manager at PNC
Industry Investment Management
Experience
JPMorgan Chase January 2013 - April 2013
JPMorgan Chase January 2008 - January 2013
JPMorgan 2004 - 2012
Skills
SQL, Software Development, Sybase, Data Warehousing, Informatica, Unix, ETL, PL/SQL, Data Modeling, Databases, Oracle, Team Leadership, Technology Leadership, Requirements Gathering, Visio, Business Intelligence, SDLC, Microsoft SQL Server, SSIS, Database Design, Agile Methodologies, Enterprise Architecture, Software Project..., Requirements Analysis, SOA
Education
The Ohio State University 1984 — 1989
BSCIS, Software
JPMorgan Chase January 2013 - April 2013
JPMorgan Chase January 2008 - January 2013
JPMorgan 2004 - 2012
Skills
SQL, Software Development, Sybase, Data Warehousing, Informatica, Unix, ETL, PL/SQL, Data Modeling, Databases, Oracle, Team Leadership, Technology Leadership, Requirements Gathering, Visio, Business Intelligence, SDLC, Microsoft SQL Server, SSIS, Database Design, Agile Methodologies, Enterprise Architecture, Software Project..., Requirements Analysis, SOA
Education
The Ohio State University 1984 — 1989
BSCIS, Software
Dan Brackett Dan Brackett's JPMorgan Experience 2003 - 2005
Job Interactive Marketing Analyst at The Goodyear Tire & Rubber Company
Industry Marketing and Advertising
Experience
The Goodyear Tire & Rubber Company December 2014 - Present
Adept Marketing September 2014 - December 2014
Adept. Marketing Outsourced. March 2012 - September 2014
ClearSaleing, an eBay Inc. company February 2011 - March 2012
ClearSaleing April 2009 - March 2011
Brackett Enterprises, LLC 2005 - August 2008
JPMorgan 2003 - 2005
JPMorgan Chase 2001 - 2003
Skills
PPC, Online Advertising, SEM, SEO, E-commerce, Interactive Marketing, Google Adwords, Lead Generation, Direct Marketing, Web Analytics, Marketing Research, Web Marketing, Account Management, Online Marketing, MSN AdCenter, Email Marketing, Social Media Marketing, Mobile Marketing, Strategy, Google Analytics, Analytics, Salesforce.com, Mobile Advertising, Advertising, Digital Strategy, Yahoo Search Marketing, Digital Media, Marketing Strategy, Search Advertising, Management, Digital Marketing, Multi-channel Marketing, Social Media, Marketing, Customer Acquisition, Affiliate Marketing
Education
The Ohio State University 1996 — 2001
B.S., Agribusiness and Applied Economics
Search Engine College
Certification, Internet (PPC) Marketing and Search Engine Optimization
The Goodyear Tire & Rubber Company December 2014 - Present
Adept Marketing September 2014 - December 2014
Adept. Marketing Outsourced. March 2012 - September 2014
ClearSaleing, an eBay Inc. company February 2011 - March 2012
ClearSaleing April 2009 - March 2011
Brackett Enterprises, LLC 2005 - August 2008
JPMorgan 2003 - 2005
JPMorgan Chase 2001 - 2003
Skills
PPC, Online Advertising, SEM, SEO, E-commerce, Interactive Marketing, Google Adwords, Lead Generation, Direct Marketing, Web Analytics, Marketing Research, Web Marketing, Account Management, Online Marketing, MSN AdCenter, Email Marketing, Social Media Marketing, Mobile Marketing, Strategy, Google Analytics, Analytics, Salesforce.com, Mobile Advertising, Advertising, Digital Strategy, Yahoo Search Marketing, Digital Media, Marketing Strategy, Search Advertising, Management, Digital Marketing, Multi-channel Marketing, Social Media, Marketing, Customer Acquisition, Affiliate Marketing
Education
The Ohio State University 1996 — 2001
B.S., Agribusiness and Applied Economics
Search Engine College
Certification, Internet (PPC) Marketing and Search Engine Optimization
Julia Yelevich's JPMorgan Experience August 2006 - May 2008
Job AVP Provider Strategy & Management at CareCentrix
Industry Insurance
Experience
CareCentrix September 2015 - Present
Cigna January 2015 - August 2015
Cigna February 2012 - February 2015
The Hartford August 2010 - February 2012
The Hartford June 2010 - August 2010
Barclays June 2008 - February 2009
JPMorgan August 2006 - May 2008
Sandler O'Neill July 2004 - July 2005
Unilever June 2003 - August 2003
Skills
Strategy, Business Strategy, Strategic Planning, Management Consulting, Leadership, Valuation, Executive Management, Management, Market Analysis, Organizational..., Corporate Finance, Marketing Strategy, Business Development, Financial Analysis, Financial Modeling, Operations Management, Mergers & Acquisitions, Cross-functional Team..., Cross Functional Team..., Strategic Consulting, Investments, Finance, Forecasting, Due Diligence, Investment Banking, Executive-level..., Insurance
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance, Strategy, Marketing
UConn Foundation 2009 — 2010
Portfolio Manager - MBA SMF, Asset Management, Equity Research, Risk Management
University of Connecticut 2001 — 2004
Bachelor of Bus. Admin., Finance
CareCentrix September 2015 - Present
Cigna January 2015 - August 2015
Cigna February 2012 - February 2015
The Hartford August 2010 - February 2012
The Hartford June 2010 - August 2010
Barclays June 2008 - February 2009
JPMorgan August 2006 - May 2008
Sandler O'Neill July 2004 - July 2005
Unilever June 2003 - August 2003
Skills
Strategy, Business Strategy, Strategic Planning, Management Consulting, Leadership, Valuation, Executive Management, Management, Market Analysis, Organizational..., Corporate Finance, Marketing Strategy, Business Development, Financial Analysis, Financial Modeling, Operations Management, Mergers & Acquisitions, Cross-functional Team..., Cross Functional Team..., Strategic Consulting, Investments, Finance, Forecasting, Due Diligence, Investment Banking, Executive-level..., Insurance
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance, Strategy, Marketing
UConn Foundation 2009 — 2010
Portfolio Manager - MBA SMF, Asset Management, Equity Research, Risk Management
University of Connecticut 2001 — 2004
Bachelor of Bus. Admin., Finance
Reggie Lang Reggie Lang's JPMorgan Experience 1999 - 2006
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2006 - December 2008
JPMorgan 1999 - 2006
Chase Manhattan Corporation 1999 - 2003
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Vanderbilt University 1990 — 1994
BA, Political Science
South Garland High School 1987 — 1990
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2006 - December 2008
JPMorgan 1999 - 2006
Chase Manhattan Corporation 1999 - 2003
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Vanderbilt University 1990 — 1994
BA, Political Science
South Garland High School 1987 — 1990
Eric Stern Eric Stern's JPMorgan Experience June 2004 - March 2006
Job Food & Beverage Entrepreneur
Industry Food & Beverages
Experience
Firebrand Marketing March 2012 - Present
VintageSuits July 2009 - Present
Prometheus Springs June 2012 - November 2013
Distributed Capital Group October 2009 - June 2012
Prometheus Springs October 2009 - May 2012
The World... August 2008 - September 2009
Distributed Capital Group September 2008 - October 2008
Universal Music Group March 2006 - July 2008
JPMorgan June 2004 - March 2006
JPMorgan Partners 2001 - 2004
Skills
Start-ups, Investment Banking, Entrepreneurship, Business Strategy, Corporate Finance, Business Development, Strategic Planning, New Business Development, Digital Strategy, Risk Management, Digital Media, Finance, Management, Marketing, Strategy
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance and Economics
London School of Economics and Political Science 1999 — 2000
General Course Program
Firebrand Marketing March 2012 - Present
VintageSuits July 2009 - Present
Prometheus Springs June 2012 - November 2013
Distributed Capital Group October 2009 - June 2012
Prometheus Springs October 2009 - May 2012
The World... August 2008 - September 2009
Distributed Capital Group September 2008 - October 2008
Universal Music Group March 2006 - July 2008
JPMorgan June 2004 - March 2006
JPMorgan Partners 2001 - 2004
Skills
Start-ups, Investment Banking, Entrepreneurship, Business Strategy, Corporate Finance, Business Development, Strategic Planning, New Business Development, Digital Strategy, Risk Management, Digital Media, Finance, Management, Marketing, Strategy
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance and Economics
London School of Economics and Political Science 1999 — 2000
General Course Program
Kenneth Kent Kenneth Kent's JPMorgan Experience March 2008 - Present
Job Huntington Bank
Industry Banking
Experience
Huntington National Bank March 2015 - Present
JPMorgan March 2008 - Present
JPMorgan January 2002 - March 2008
Bank One January 1999 - December 2001
Skills
Financial Planners, Estate Planning, Asset Allocation, Retirement Planning, Investments, Finance, High Net Worth..., Insurance, Retirement, Series 7, Tax, Succession Planning, Wealth, Wealth Management...
Education
The Ohio State University 1992 — 1998
Bachelor, Finance
Huntington National Bank March 2015 - Present
JPMorgan March 2008 - Present
JPMorgan January 2002 - March 2008
Bank One January 1999 - December 2001
Skills
Financial Planners, Estate Planning, Asset Allocation, Retirement Planning, Investments, Finance, High Net Worth..., Insurance, Retirement, Series 7, Tax, Succession Planning, Wealth, Wealth Management...
Education
The Ohio State University 1992 — 1998
Bachelor, Finance
Kate Stern-Jones Kate Stern-Jones's JPMorgan Experience 1990 - Present
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorganChase 1997 - Present
JPMorgan Chase December 1994 - Present
JPMorgan 1990 - Present
JPMC 2001 - 2012
JP Morgan February 2011 - September 2011
Skills
Treasury Services, Banking, Risk Management, FX Options, Cash Management, Credit Risk, Treasury Management, Financial Services, Operational Risk, Payments, Relationship Management, Financial Risk, Vendor Management, Business Analysis
Education
The University of Glasgow 1990 — 1994
Master of Arts (M.A.), Economic History
St. Margaret's School 1978 — 1989
JPMorganChase 1997 - Present
JPMorgan Chase December 1994 - Present
JPMorgan 1990 - Present
JPMC 2001 - 2012
JP Morgan February 2011 - September 2011
Skills
Treasury Services, Banking, Risk Management, FX Options, Cash Management, Credit Risk, Treasury Management, Financial Services, Operational Risk, Payments, Relationship Management, Financial Risk, Vendor Management, Business Analysis
Education
The University of Glasgow 1990 — 1994
Master of Arts (M.A.), Economic History
St. Margaret's School 1978 — 1989
Deroyce Lewis Deroyce Lewis's JPMorgan Experience September 2006 - April 2013
Job Financial Security Analyzer and Researcher / Astute Problem Solver / Spreadsheet Builder
Industry Financial Services
Experience
RealPage, Inc. May 2013 - Present
JPMorgan September 2006 - April 2013
Fidelity Investments June 2006 - September 2006
Wachovia March 2005 - June 2006
Skills
Bloomberg, Microsoft Excel, Financial Research, Process Improvement, Spreadsheet Manipulation, Process Efficiency, Economic Growth, Real Estate Development, Commercial Real Estate, Equities, Investments, Spreadsheets, Fixed Income, Customer Service, Derivatives, Leadership, Securities, Management, Financial Modeling, Banking, Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin 2000 — 2004
BA, Economics
Longview High School 1996 — 2000
RealPage, Inc. May 2013 - Present
JPMorgan September 2006 - April 2013
Fidelity Investments June 2006 - September 2006
Wachovia March 2005 - June 2006
Skills
Bloomberg, Microsoft Excel, Financial Research, Process Improvement, Spreadsheet Manipulation, Process Efficiency, Economic Growth, Real Estate Development, Commercial Real Estate, Equities, Investments, Spreadsheets, Fixed Income, Customer Service, Derivatives, Leadership, Securities, Management, Financial Modeling, Banking, Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin 2000 — 2004
BA, Economics
Longview High School 1996 — 2000
Francis Lim Francis Lim's JPMorgan Experience 2006 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
JPMorgan 2006 - Present
Ernst & Young August 2004 - May 2006
Skills
Commodity, Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Due Diligence, SEC filings, Financial Structuring, Corporate Finance, Private Equity, US GAAP
Education
The University of Texas at Austin 1999 — 2004
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA/MPA, Accounting
JPMorgan 2006 - Present
Ernst & Young August 2004 - May 2006
Skills
Commodity, Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Due Diligence, SEC filings, Financial Structuring, Corporate Finance, Private Equity, US GAAP
Education
The University of Texas at Austin 1999 — 2004
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA/MPA, Accounting
Pat Hennelly Pat Hennelly's JPMorgan Experience December 2005 - March 2013
Job Managing Director formerly at JPMorgan
Industry Banking
Experience
JPMorgan December 2005 - March 2013
JPMorgan March 1990 - December 2005
Skills
Derivatives, Banking, Fixed Income, Financial Services, Back Office, Capital Markets, Investment Banking, Equities, Bonds, Financial Markets, Credit, Investments, Options, Mergers, Mergers & Acquisitions, Hedge Funds, FX Options, Structured Finance
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Economics
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Economics, Finance
JPMorgan December 2005 - March 2013
JPMorgan March 1990 - December 2005
Skills
Derivatives, Banking, Fixed Income, Financial Services, Back Office, Capital Markets, Investment Banking, Equities, Bonds, Financial Markets, Credit, Investments, Options, Mergers, Mergers & Acquisitions, Hedge Funds, FX Options, Structured Finance
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Economics
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Economics, Finance
Nikki Hanley Nikki Hanley's JPMorgan Experience April 2005 - May 2015
Job Formerly: Product Analyst (Senior) Assistant Vice President
Industry Events Services
Experience
JPMorgan April 2005 - May 2015
Skills
Business Analysis, Event Management, Non-profit Volunteer, Volunteer Management, Microsoft Excel, MS Excel Pivot Tables, Commercial Paper, Billing Process, Data Analysis, Project Management, Analytics, Training, Financial Analysis, Cross-functional Team..., Marketing Strategy, Process Improvement, Product Management, Analysis, Financial Services, Business Strategy, Market Research, Business Development, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
JPMorgan April 2005 - May 2015
Skills
Business Analysis, Event Management, Non-profit Volunteer, Volunteer Management, Microsoft Excel, MS Excel Pivot Tables, Commercial Paper, Billing Process, Data Analysis, Project Management, Analytics, Training, Financial Analysis, Cross-functional Team..., Marketing Strategy, Process Improvement, Product Management, Analysis, Financial Services, Business Strategy, Market Research, Business Development, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
Kenneth Kim Kenneth Kim's JPMorgan Experience July 2008 - May 2010
Job Vice President, Sales Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan June 2010 - August 2013
JPMorgan July 2008 - May 2010
JPMorgan Chase July 2007 - June 2008
Toyota September 2005 - March 2006
Skills
Risk Management, Forecasting, Project Management, Process Improvement, Ergonomics, Operations Research, Toyota Production System, Visio, Microsoft Excel, Financial Reporting, Financial Modeling, Business Analysis, Leadership, Cross-functional Team..., Banking
Education
The Ohio State University
B.S., Industrial Engineering
J.P. Morgan September 2013 - Present
J.P. Morgan June 2010 - August 2013
JPMorgan July 2008 - May 2010
JPMorgan Chase July 2007 - June 2008
Toyota September 2005 - March 2006
Skills
Risk Management, Forecasting, Project Management, Process Improvement, Ergonomics, Operations Research, Toyota Production System, Visio, Microsoft Excel, Financial Reporting, Financial Modeling, Business Analysis, Leadership, Cross-functional Team..., Banking
Education
The Ohio State University
B.S., Industrial Engineering
Robert Elms Robert Elms's JPMorgan Experience 1997 - 2003
Job Cushman & Wakefield Capital Markets
Industry Investment Banking
Experience
Cushman & Wakefield 2007 - Present
HSBC Securities USA Inc. 2004 - 2007
JPMorgan 1997 - 2003
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor of Arts, Economics
Churchill HS
Cushman & Wakefield 2007 - Present
HSBC Securities USA Inc. 2004 - 2007
JPMorgan 1997 - 2003
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor of Arts, Economics
Churchill HS
Clay Jett Clay Jett's JPMorgan Experience 1996 - 2006
Job President, San Antonio
Industry Banking
Experience
Bank SNB 2013 - Present
Texas Capital Bank November 2006 - April 2013
JPMorgan 1996 - 2006
Comerica Bank 1989 - 1996
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Credit, Financial Analysis, Underwriting, Treasury Management, Credit Analysis, Risk Management, Business Planning, Insurance, Commercial Lending, Investments, Mergers & Acquisitions, Commercial Mortgages, Finance, Due Diligence, Consumer Lending
Education
The University of Texas at Arlington 1985 — 1989
BBA, Finance
Bank SNB 2013 - Present
Texas Capital Bank November 2006 - April 2013
JPMorgan 1996 - 2006
Comerica Bank 1989 - 1996
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Credit, Financial Analysis, Underwriting, Treasury Management, Credit Analysis, Risk Management, Business Planning, Insurance, Commercial Lending, Investments, Mergers & Acquisitions, Commercial Mortgages, Finance, Due Diligence, Consumer Lending
Education
The University of Texas at Arlington 1985 — 1989
BBA, Finance
Dina Golas Dina Golas's JPMorgan Experience July 1996 - May 2008
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Brett Lowry Brett Lowry's JPMorgan Experience 2002 - Present
Job Vice President at JPMorgan Chase & Co
Industry Banking
Experience
JPMorgan Chase & Co April 2002 - Present
JP Morgan Chase 2002 - Present
JPMorganChase & Co., Inc. 2002 - Present
JPMorgan 2002 - Present
Robert Half Technology 2002 - 2002
BORDEN Services/reSOURCE PARTNER/Interliant/Interpath 1997 - 2001
Nationwide Insurance Inc. 1994 - 1997
The Ohio State University 1984 - 1992
Skills
Unix, Solaris, RedHat, Unix Shell Scripting
Education
The Ohio State University 1985 — 1990
Engineering Physics
B.Y.S.P. - Fort Hayes
JPMorgan Chase & Co April 2002 - Present
JP Morgan Chase 2002 - Present
JPMorganChase & Co., Inc. 2002 - Present
JPMorgan 2002 - Present
Robert Half Technology 2002 - 2002
BORDEN Services/reSOURCE PARTNER/Interliant/Interpath 1997 - 2001
Nationwide Insurance Inc. 1994 - 1997
The Ohio State University 1984 - 1992
Skills
Unix, Solaris, RedHat, Unix Shell Scripting
Education
The Ohio State University 1985 — 1990
Engineering Physics
B.Y.S.P. - Fort Hayes
Bob X Liu Bob X Liu's JPMorgan Experience June 2000 - January 2009
Job Lead IT Specialist at IRS
Industry Information Technology and Services
Experience
IRS December 2010 - Present
Apptricity January 2009 - November 2010
JPMorgan June 2000 - January 2009
AutoZone July 1999 - June 2000
HBS Systems May 1995 - July 1999
Skills
Spring, JDBC, Java Enterprise Edition, Web Services, Ant, JSP, SOA, Eclipse, Hibernate, SDLC, Weblogic, Unix, JBoss Application Server, AJAX, Servlets, SQL, JSF, Agile Methodologies, JUnit, JMS, Enterprise Architecture, Software Development, Requirements Analysis, XML, Sybase, Websphere, EJB, Oracle, DB2, Subversion, PL/SQL, Java, Struts, UML, Unix Shell Scripting, Linux, Design Patterns, Object Oriented Design, Microsoft SQL Server, CVS, Web Applications, Distributed Systems, J2EE Application..., Apache, C++, Architecture, OOAD, Spring Framework
Education
The University of Texas at Dallas 1990 — 1995
MS, Computer Science
IRS December 2010 - Present
Apptricity January 2009 - November 2010
JPMorgan June 2000 - January 2009
AutoZone July 1999 - June 2000
HBS Systems May 1995 - July 1999
Skills
Spring, JDBC, Java Enterprise Edition, Web Services, Ant, JSP, SOA, Eclipse, Hibernate, SDLC, Weblogic, Unix, JBoss Application Server, AJAX, Servlets, SQL, JSF, Agile Methodologies, JUnit, JMS, Enterprise Architecture, Software Development, Requirements Analysis, XML, Sybase, Websphere, EJB, Oracle, DB2, Subversion, PL/SQL, Java, Struts, UML, Unix Shell Scripting, Linux, Design Patterns, Object Oriented Design, Microsoft SQL Server, CVS, Web Applications, Distributed Systems, J2EE Application..., Apache, C++, Architecture, OOAD, Spring Framework
Education
The University of Texas at Dallas 1990 — 1995
MS, Computer Science
Kevin Kohmann Kevin Kohmann's JPMorgan Experience April 2002 - May 2010
Job Audit Group Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank August 2011 - Present
Huntington National Bank June 2010 - August 2011
JPMorgan April 2002 - May 2010
Arthur Andersen LLP December 1997 - April 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, US GAAP, Enterprise Risk..., Financial Risk, Accounting, Financial Reporting, SEC filings, Banking, Financial Analysis, Sarbanes-Oxley, Operational Risk..., Risk Management, Cash Management, Financial Audits, Due Diligence, Financial Services
Education
The Ohio State University Fisher College of Business 1994 — 1997
BS in Business Administration, Accounting
Huntington National Bank August 2011 - Present
Huntington National Bank June 2010 - August 2011
JPMorgan April 2002 - May 2010
Arthur Andersen LLP December 1997 - April 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, US GAAP, Enterprise Risk..., Financial Risk, Accounting, Financial Reporting, SEC filings, Banking, Financial Analysis, Sarbanes-Oxley, Operational Risk..., Risk Management, Cash Management, Financial Audits, Due Diligence, Financial Services
Education
The Ohio State University Fisher College of Business 1994 — 1997
BS in Business Administration, Accounting
Zoey Alani's JPMorgan Experience October 2006 - December 2009
Job E Learning Developer/ Technical Writer at Ohio Department of Public Safety
Industry Chemicals
Experience
Ohio Department of Public Safety May 2015 - Present
CAS via Sophisticated Systems Incorporated October 2012 - Present
Time Warner Cable May 2012 - August 2012
Discover Financial Services May 2011 - June 2012
Alliance Data Systems December 2010 - April 2011
Nationwide Insurance January 2010 - November 2010
JPMorgan October 2006 - December 2009
JP Morgan Chase March 2005 - September 2006
NetJets September 2004 - March 2005
JP Morgan Chase July 2004 - August 2004
Skills
Curriculum Design, E-learning, Instructional Design, Multimedia Development, Health, Government, Telecommunications, Insurance, Finance, Foreign Languages, Interpretation, Multimedia, E-Learning, Project Management, Software Documentation, Captivate, SharePoint, Business Development, Public Speaking, Recruiting, Leadership, Training, Management, Analysis, Needs Analysis, Learning Management, Business Process, Learning Management..., SnagIt, Technical Documentation, Team Building, Strategy
Education
The Ohio State University 1996 — 1998
Master's degree, Workforce Development and Training, 3.7
Ohio Department of Public Safety May 2015 - Present
CAS via Sophisticated Systems Incorporated October 2012 - Present
Time Warner Cable May 2012 - August 2012
Discover Financial Services May 2011 - June 2012
Alliance Data Systems December 2010 - April 2011
Nationwide Insurance January 2010 - November 2010
JPMorgan October 2006 - December 2009
JP Morgan Chase March 2005 - September 2006
NetJets September 2004 - March 2005
JP Morgan Chase July 2004 - August 2004
Skills
Curriculum Design, E-learning, Instructional Design, Multimedia Development, Health, Government, Telecommunications, Insurance, Finance, Foreign Languages, Interpretation, Multimedia, E-Learning, Project Management, Software Documentation, Captivate, SharePoint, Business Development, Public Speaking, Recruiting, Leadership, Training, Management, Analysis, Needs Analysis, Learning Management, Business Process, Learning Management..., SnagIt, Technical Documentation, Team Building, Strategy
Education
The Ohio State University 1996 — 1998
Master's degree, Workforce Development and Training, 3.7
Chad Kahunahana's JPMorgan Experience June 2005 - August 2005
Job Founder, Citizen, Dreamer, Technologist, Investor
Industry Venture Capital & Private Equity
Experience
Experience Hawaii Tours LLC October 2011 - Present
Startup Hawaii March 2012 - Present
Merchant Street Capital January 2011 - Present
Next Door Partners February 2010 - December 2013
Horsley Bridge Partners October 2007 - January 2010
J.P. Morgan Securities Inc. 2006 - 2007
JPMorgan June 2005 - August 2005
Jefferies & Company November 2004 - May 2005
Procter & Gamble 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Alternative Investments, Investment Advisory, Business Strategy, Strategic Analysis, Small Business, Entrepreneurship, E-commerce, Web Analytics, Social Entrepreneurship, Quantitative Analysis, Quantitative Finance, Accounting, Venture Capital, Analysis, Marketing, Analytics, Investments, Strategy, Start-ups, Valuation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Majors: Business Honors Program and Finance. Minors: Management Science & Information and Sociology
Experience Hawaii Tours LLC October 2011 - Present
Startup Hawaii March 2012 - Present
Merchant Street Capital January 2011 - Present
Next Door Partners February 2010 - December 2013
Horsley Bridge Partners October 2007 - January 2010
J.P. Morgan Securities Inc. 2006 - 2007
JPMorgan June 2005 - August 2005
Jefferies & Company November 2004 - May 2005
Procter & Gamble 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Alternative Investments, Investment Advisory, Business Strategy, Strategic Analysis, Small Business, Entrepreneurship, E-commerce, Web Analytics, Social Entrepreneurship, Quantitative Analysis, Quantitative Finance, Accounting, Venture Capital, Analysis, Marketing, Analytics, Investments, Strategy, Start-ups, Valuation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Majors: Business Honors Program and Finance. Minors: Management Science & Information and Sociology
Laura (Clark) Rogers Laura (Clark) Rogers's JPMorgan Experience November 2007 - January 2009
Job VP Business Development
Industry Financial Services
Experience
UMB Bank April 2014 - September 2015
BOK Financial March 2009 - April 2014
JPMorgan November 2007 - January 2009
JPMorgan Retirement Plan Services July 2003 - 2007
American Century Investments 2000 - 2003
Education
The University of Kansas
BS, Business Administration
University of Missouri-Kansas City
MBA, Finance
UMB Bank April 2014 - September 2015
BOK Financial March 2009 - April 2014
JPMorgan November 2007 - January 2009
JPMorgan Retirement Plan Services July 2003 - 2007
American Century Investments 2000 - 2003
Education
The University of Kansas
BS, Business Administration
University of Missouri-Kansas City
MBA, Finance
Kristin Palm Wadsworth's JPMorgan Experience February 2008 - June 2008
Job Asset Manager at Jamestown
Industry Capital Markets
Experience
Jamestown December 2008 - Present
JPMorgan February 2008 - June 2008
JPMorgan May 2006 - February 2008
Skills
Asset Managment, Real Estate Economics, Valuation, Financial Modeling, Underwriting, Real Estate Transactions, Asset Management, Disposition, Real Estate Financing, CMBS, Capital Markets, Real Estate, Real Estate Development, Leadership, Structured Finance, Credit, Portfolio Management, Investment Properties, Investments, Management, Commercial Real Estate, Financial Analysis
Education
The University of Georgia 2002 — 2006
University of Georgia - Terry College of Business
Jamestown December 2008 - Present
JPMorgan February 2008 - June 2008
JPMorgan May 2006 - February 2008
Skills
Asset Managment, Real Estate Economics, Valuation, Financial Modeling, Underwriting, Real Estate Transactions, Asset Management, Disposition, Real Estate Financing, CMBS, Capital Markets, Real Estate, Real Estate Development, Leadership, Structured Finance, Credit, Portfolio Management, Investment Properties, Investments, Management, Commercial Real Estate, Financial Analysis
Education
The University of Georgia 2002 — 2006
University of Georgia - Terry College of Business
Chris McFarland's JPMorgan Experience August 2007 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan August 2007 - Present
Bank One 1999 - 2007
Anadarko Petroleum July 1991 - April 1999
First City Bank of Texas October 1989 - June 1991
Brown & Root March 1988 - October 1989
Skills
Treasury Management, Banking, Portfolio Management, Treasury Services, Cash Management, Corporate Finance, Credit, Investments, Risk Management, Financial Analysis, Commercial Banking, Payments, Solution Development, Liquidity Management
Education
University of Houston 1984 — 1987
Bachelor of Business Administration (BBA), Finance, General
London School of Economics and Political Science 1986 — 1986
International Marketing & Finance
JPMorgan August 2007 - Present
Bank One 1999 - 2007
Anadarko Petroleum July 1991 - April 1999
First City Bank of Texas October 1989 - June 1991
Brown & Root March 1988 - October 1989
Skills
Treasury Management, Banking, Portfolio Management, Treasury Services, Cash Management, Corporate Finance, Credit, Investments, Risk Management, Financial Analysis, Commercial Banking, Payments, Solution Development, Liquidity Management
Education
University of Houston 1984 — 1987
Bachelor of Business Administration (BBA), Finance, General
London School of Economics and Political Science 1986 — 1986
International Marketing & Finance
Amir Shah's JPMorgan Experience November 2001 - October 2006
Job Global Strategic Pursuits, Account Management and Professional Services
Industry Information Technology and Services
Experience
Fujitsu February 2015 - Present
Fujitsu January 2014 - Present
Fujitsu April 2011 - January 2014
Xerox February 2011 - April 2011
CSC April 2008 - February 2011
The Bank of New York October 2006 - April 2008
JPMorgan November 2001 - October 2006
Portaris March 2000 - November 2001
Emerson Electric November 1995 - March 2000
ABB December 1990 - November 1995
Skills
IT Strategy, P&L Management, Program Management, Management, Business Transformation, Outsourcing, IT Service Management, Change Management, IT Outsourcing, Software Development, Leadership, Data Center, New Business Development, CRM, PMO, IT Governance, Transition Management, IT Transformation, Acquisition Integration, Offshoring, Account Management, Vendor Management, Business Process Design, Risk Management, Operations Management, Integration
Education
The University of Manchester 1989 — 1990
Master's Degree
Fujitsu February 2015 - Present
Fujitsu January 2014 - Present
Fujitsu April 2011 - January 2014
Xerox February 2011 - April 2011
CSC April 2008 - February 2011
The Bank of New York October 2006 - April 2008
JPMorgan November 2001 - October 2006
Portaris March 2000 - November 2001
Emerson Electric November 1995 - March 2000
ABB December 1990 - November 1995
Skills
IT Strategy, P&L Management, Program Management, Management, Business Transformation, Outsourcing, IT Service Management, Change Management, IT Outsourcing, Software Development, Leadership, Data Center, New Business Development, CRM, PMO, IT Governance, Transition Management, IT Transformation, Acquisition Integration, Offshoring, Account Management, Vendor Management, Business Process Design, Risk Management, Operations Management, Integration
Education
The University of Manchester 1989 — 1990
Master's Degree
David Geifman's JPMorgan Experience April 2007 - April 2009
Job Senior Vice President at GCM Grosvenor
Industry Investment Management
Experience
GCM Grosvenor October 2011 - Present
Geifman/First Equity Companies December 1989 - Present
Highpoint Realty Capital, LLC March 2011 - October 2011
Federal Reserve Bank of Chicago November 2009 - September 2011
my own company April 2009 - November 2009
JPMorgan April 2007 - April 2009
JP Morgan August 2002 - 2009
JPMorgan June 2000 - April 2007
Bank One 2000 - 2004
The First National Bank of Chicago June 1989 - April 2000
Skills
Derivatives, Portfolio Management
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign 1985 — 1989
BA, Finance, Political Science
GCM Grosvenor October 2011 - Present
Geifman/First Equity Companies December 1989 - Present
Highpoint Realty Capital, LLC March 2011 - October 2011
Federal Reserve Bank of Chicago November 2009 - September 2011
my own company April 2009 - November 2009
JPMorgan April 2007 - April 2009
JP Morgan August 2002 - 2009
JPMorgan June 2000 - April 2007
Bank One 2000 - 2004
The First National Bank of Chicago June 1989 - April 2000
Skills
Derivatives, Portfolio Management
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign 1985 — 1989
BA, Finance, Political Science
Mike Mangino's JPMorgan Experience November 2003 - December 2006
Job CTO at HubTran
Industry Information Technology and Services
Experience
HubTran January 2015 - Present
Elevated Rails April 2006 - December 2014
Appolicious 2009 - July 2012
JPMorgan November 2003 - December 2006
ETCI May 2002 - November 2003
American Electric Power 2002 - 2003
SubmitOrder June 2000 - April 2002
Analysts International September 1999 - June 2000
OCLC June 1998 - September 1999
Skills
Software Development, Web Development, Ruby, Unix, XML, Java
Education
Fisher College of Business at The Ohio State University 2002 — 2004
MBA, Finance, Strategy
The Ohio State University 1996 — 2000
BS, Computer and Information Sciences
HubTran January 2015 - Present
Elevated Rails April 2006 - December 2014
Appolicious 2009 - July 2012
JPMorgan November 2003 - December 2006
ETCI May 2002 - November 2003
American Electric Power 2002 - 2003
SubmitOrder June 2000 - April 2002
Analysts International September 1999 - June 2000
OCLC June 1998 - September 1999
Skills
Software Development, Web Development, Ruby, Unix, XML, Java
Education
Fisher College of Business at The Ohio State University 2002 — 2004
MBA, Finance, Strategy
The Ohio State University 1996 — 2000
BS, Computer and Information Sciences
Stephen Moy, CFA Stephen Moy, CFA's JPMorgan Experience February 1992 - October 2010
Job Senior Investment Advisor at PNC
Industry Investment Management
Experience
PNC Wealth Management (Unofficial) November 2014 - Present
Wells Fargo March 2011 - November 2014
JPMorgan February 1992 - October 2010
JPMorgan October 1989 - January 1992
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Equity Derivatives, Private Equity, Fixed Income, Investment Advisory, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Business Development, Capital Markets, Derivatives, Due Diligence, Economics, Equity Valuation, Financial Modeling, Funding, Hedging, Investment Management, High Net Worth..., Investments, Investment Strategies, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Structured Finance, Wealth Management..., Venture Capital
Education
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Iowa
BS, Economics
PNC Wealth Management (Unofficial) November 2014 - Present
Wells Fargo March 2011 - November 2014
JPMorgan February 1992 - October 2010
JPMorgan October 1989 - January 1992
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Equity Derivatives, Private Equity, Fixed Income, Investment Advisory, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Business Development, Capital Markets, Derivatives, Due Diligence, Economics, Equity Valuation, Financial Modeling, Funding, Hedging, Investment Management, High Net Worth..., Investments, Investment Strategies, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Structured Finance, Wealth Management..., Venture Capital
Education
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Iowa
BS, Economics
Jamie Kim Jamie Kim's JPMorgan Experience January 2007 - July 2008
Job Corporate Development and Strategy
Industry Internet
Experience
E la Carte Inc. October 2014 - Present
Platinum Equity September 2013 - July 2014
California Technology Ventures July 2008 - September 2013
DealVC July 2008 - January 2012
JPMorgan January 2007 - July 2008
Merrill Lynch January 2005 - January 2007
Skills
Investments, Venture Capital, Financial Modeling, Private Equity, Business Development, Mergers, Valuation, Corporate Development, Entrepreneurship, Angel Investing, Due Diligence, Start-ups, Product Management, Strategy, Hedge Funds, Equity Research, Asset Management, Strategic Partnerships, Derivatives, Mergers & Acquisitions, M&A experience, Investment Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Management
University of California, Los Angeles
BA, Cum Laude, Political Science
London School of Economics and Political Science
Coursework in Finance, E-Business Management
E la Carte Inc. October 2014 - Present
Platinum Equity September 2013 - July 2014
California Technology Ventures July 2008 - September 2013
DealVC July 2008 - January 2012
JPMorgan January 2007 - July 2008
Merrill Lynch January 2005 - January 2007
Skills
Investments, Venture Capital, Financial Modeling, Private Equity, Business Development, Mergers, Valuation, Corporate Development, Entrepreneurship, Angel Investing, Due Diligence, Start-ups, Product Management, Strategy, Hedge Funds, Equity Research, Asset Management, Strategic Partnerships, Derivatives, Mergers & Acquisitions, M&A experience, Investment Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Management
University of California, Los Angeles
BA, Cum Laude, Political Science
London School of Economics and Political Science
Coursework in Finance, E-Business Management
Thompson Miller Thompson Miller's JPMorgan Experience June 2008 - June 2009
Job Remote Online Backup | Encrypted and Secure Data Transfer | IT Solutions for IT Professionals
Industry Information Technology and Services
Experience
Onlinebackupconsultant.com July 2009 - Present
JPMorgan June 2008 - June 2009
Skills
IT Strategy, Online Backup, Backup Solutions, Sales, IT Outsourcing
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration (MBA), Marketing
University of North Texas at Dallas 2004 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Onlinebackupconsultant.com July 2009 - Present
JPMorgan June 2008 - June 2009
Skills
IT Strategy, Online Backup, Backup Solutions, Sales, IT Outsourcing
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration (MBA), Marketing
University of North Texas at Dallas 2004 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Charles Aguayo Charles Aguayo's JPMorgan Experience December 2007 - May 2010
Job Business Analyst
Industry Oil & Energy
Experience
Repsol September 2015 - Present
BG Group March 2015 - September 2015
QGC - A BG Group Business November 2013 - March 2015
BG Group May 2010 - November 2013
JPMorgan December 2007 - May 2010
Suez Energy May 2007 - December 2007
Suez Energy January 2006 - May 2007
APP Consulting 2004 - 2006
Sungard Energy 2002 - 2004
Skills
Natural Gas, Risk Management, Energy Trading, ETRM, Energy Markets, Commodities, Energy, Openlink, Integration, Energy Industry, Trading Systems, Endur, Project Management, Business Analysis, IT Strategy, Requirements Analysis, Project Delivery, Business Process, Electricity Markets, Requirements Gathering, Trading, LNG, Commodity Markets, Commodity, Derivatives, Hedging, Market Risk
Education
The University of Texas at Austin 1998 — 2002
Economics, Economics
Repsol September 2015 - Present
BG Group March 2015 - September 2015
QGC - A BG Group Business November 2013 - March 2015
BG Group May 2010 - November 2013
JPMorgan December 2007 - May 2010
Suez Energy May 2007 - December 2007
Suez Energy January 2006 - May 2007
APP Consulting 2004 - 2006
Sungard Energy 2002 - 2004
Skills
Natural Gas, Risk Management, Energy Trading, ETRM, Energy Markets, Commodities, Energy, Openlink, Integration, Energy Industry, Trading Systems, Endur, Project Management, Business Analysis, IT Strategy, Requirements Analysis, Project Delivery, Business Process, Electricity Markets, Requirements Gathering, Trading, LNG, Commodity Markets, Commodity, Derivatives, Hedging, Market Risk
Education
The University of Texas at Austin 1998 — 2002
Economics, Economics
Juan Arciniegas Juan Arciniegas's JPMorgan Experience August 2006 - October 2012
Job Shareholder/Partner at Vedder Price
Industry Law Practice
Experience
Vedder Price November 2014 - Present
K&L Gates October 2012 - November 2014
JPMorgan August 2006 - October 2012
HypoVereinsbank - UniCredit Bank AG April 2005 - September 2006
Northern Trust Corporation 2000 - 2004
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Fixed Income, Structured Products, Prime Brokerage, Dodd-Frank, Commodity, Trading, Asset Management, Bonds, Financial Structuring, Securities Lending, Credit
Education
The John Marshall Law School 2000 — 2004
Juris Doctor
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts (B.A.)
Vedder Price November 2014 - Present
K&L Gates October 2012 - November 2014
JPMorgan August 2006 - October 2012
HypoVereinsbank - UniCredit Bank AG April 2005 - September 2006
Northern Trust Corporation 2000 - 2004
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Fixed Income, Structured Products, Prime Brokerage, Dodd-Frank, Commodity, Trading, Asset Management, Bonds, Financial Structuring, Securities Lending, Credit
Education
The John Marshall Law School 2000 — 2004
Juris Doctor
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts (B.A.)
Bob Mowles Bob Mowles's JPMorgan Experience 2006 - 2007
Job Executive at Accenture
Industry Information Technology and Services
Experience
Accenture 2010 - Present
JPMorganChase 2007 - 2009
JPMorgan 2006 - 2007
JP Morgan 2004 - 2006
JPMorganChase April 2004 - September 2004
Nisource 2001 - 2003
Skills
SAN, Strategic Planning, Continuous Improvement, Cloud Computing, IT Service Management, ITIL, Program Management, Storage Virtualization, IT Financial Management, Strategic Financial..., Strategy, Storage Area Networks, NAS, Business Continuity, Data Center, Storage, Vendor Management, Virtualization, Cross-functional Team..., Disaster Recovery, Risk Management, Infrastructure, Storage Management, IT Strategy, Start-ups, Solution Architecture, Leadership, IT Management, Enterprise Software
Education
The Ohio State University 2003 — 2007
R.B Hayes
Accenture 2010 - Present
JPMorganChase 2007 - 2009
JPMorgan 2006 - 2007
JP Morgan 2004 - 2006
JPMorganChase April 2004 - September 2004
Nisource 2001 - 2003
Skills
SAN, Strategic Planning, Continuous Improvement, Cloud Computing, IT Service Management, ITIL, Program Management, Storage Virtualization, IT Financial Management, Strategic Financial..., Strategy, Storage Area Networks, NAS, Business Continuity, Data Center, Storage, Vendor Management, Virtualization, Cross-functional Team..., Disaster Recovery, Risk Management, Infrastructure, Storage Management, IT Strategy, Start-ups, Solution Architecture, Leadership, IT Management, Enterprise Software
Education
The Ohio State University 2003 — 2007
R.B Hayes
Will Garwood Will Garwood's JPMorgan Experience September 2005 - July 2007
Job Investment and Marketing Principal at Cypress Asset Management
Industry Financial Services
Experience
Cypress Asset Management September 2012 - Present
Energy Alloys July 2009 - September 2012
JPMorgan September 2005 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Corporate Finance, Mergers, Venture Capital, Business Strategy, Hedge Funds, Risk Management, Corporate Development
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master, Business Administration
Princeton University 2001 — 2005
Bachelor of Arts, History
Cypress Asset Management September 2012 - Present
Energy Alloys July 2009 - September 2012
JPMorgan September 2005 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Corporate Finance, Mergers, Venture Capital, Business Strategy, Hedge Funds, Risk Management, Corporate Development
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master, Business Administration
Princeton University 2001 — 2005
Bachelor of Arts, History
Stephen S. Sloan's JPMorgan Experience May 1989 - January 2004
Job Managing Partner at Arcus Capital Partners
Industry Investment Management
Experience
Arcus Capital Partners September 2008 - Present
Credit Suisse January 2004 - September 2008
JPMorgan May 1989 - January 2004
Shearson Lehman Hutton June 1987 - May 1989
E.F. Hutton & Company November 1975 - May 1987
Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation
Education
The University of Georgia 1967 — 1971
BA, English
Arcus Capital Partners September 2008 - Present
Credit Suisse January 2004 - September 2008
JPMorgan May 1989 - January 2004
Shearson Lehman Hutton June 1987 - May 1989
E.F. Hutton & Company November 1975 - May 1987
Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation
Education
The University of Georgia 1967 — 1971
BA, English
Kyle Petersen Kyle Petersen's JPMorgan Experience March 1999 - August 2014
Job Broker Relationship Manager at Allston Trading
Industry Investment Banking
Experience
Allston Trading November 2014 - Present
JPMorgan March 1999 - August 2014
Sakura Dellsher Inc. January 1994 - March 1999
Bear Stearns & Company September 1993 - January 1994
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Portfolio Management, Series 63, Commodity, Asset Management, Electronic Trading, Options, Financial Markets, Trading Systems
Education
William & Mary 1990 — 1992
MBA, Finance
The University of Texas at Austin 1984 — 1989
BA, Economics
Allston Trading November 2014 - Present
JPMorgan March 1999 - August 2014
Sakura Dellsher Inc. January 1994 - March 1999
Bear Stearns & Company September 1993 - January 1994
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Portfolio Management, Series 63, Commodity, Asset Management, Electronic Trading, Options, Financial Markets, Trading Systems
Education
William & Mary 1990 — 1992
MBA, Finance
The University of Texas at Austin 1984 — 1989
BA, Economics
Daniel Eckert's JPMorgan Experience April 2002 - February 2005
Job Senior Vice President, Walmart U.S.
Industry Retail
Experience
Walmart March 2013 - Present
Walmart June 2011 - March 2013
Wal-Mart January 2010 - July 2011
HSBC February 2005 - December 2009
JPMorgan April 2002 - February 2005
Private Equity Advisory December 2001 - April 2002
Vestient Capital Services 2000 - 2002
Accenture 1999 - 2000
United States Marine Corps 1995 - 1999
Skills
Mergers, Venture Capital, Business Development, Due Diligence, Valuation, Marketing Strategy, Market Research, Pricing Strategy, Negotiation, Organizational Design, Business, Public Speaking
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of Michigan 1992 — 1995
B.A.
Walmart March 2013 - Present
Walmart June 2011 - March 2013
Wal-Mart January 2010 - July 2011
HSBC February 2005 - December 2009
JPMorgan April 2002 - February 2005
Private Equity Advisory December 2001 - April 2002
Vestient Capital Services 2000 - 2002
Accenture 1999 - 2000
United States Marine Corps 1995 - 1999
Skills
Mergers, Venture Capital, Business Development, Due Diligence, Valuation, Marketing Strategy, Market Research, Pricing Strategy, Negotiation, Organizational Design, Business, Public Speaking
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of Michigan 1992 — 1995
B.A.
Jason Gursky's JPMorgan Experience June 2003 - March 2008
Job US Equity Research at Citigroup
Industry Investment Management
Experience
Citigroup March 2008 - Present
JPMorgan June 2003 - March 2008
Justice Telecom Chile February 1998 - March 2001
Chilesat S.A. October 1996 - December 1997
Facilicom International June 1995 - May 1996
Skills
Financial Modeling, Equities, Equity Research, Valuation, Capital Markets, Investments, Hedge Funds, Investment Banking, Corporate Finance, Financial Analysis, Series 7, Bloomberg, Portfolio Management, Emerging Markets, Equity Valuation, Asset Management, Private Equity, Corporate Development, Mergers & Acquisitions, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1995
MA, International Relations
University of California, Davis 1988 — 1992
BA, International Relations
Citigroup March 2008 - Present
JPMorgan June 2003 - March 2008
Justice Telecom Chile February 1998 - March 2001
Chilesat S.A. October 1996 - December 1997
Facilicom International June 1995 - May 1996
Skills
Financial Modeling, Equities, Equity Research, Valuation, Capital Markets, Investments, Hedge Funds, Investment Banking, Corporate Finance, Financial Analysis, Series 7, Bloomberg, Portfolio Management, Emerging Markets, Equity Valuation, Asset Management, Private Equity, Corporate Development, Mergers & Acquisitions, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1995
MA, International Relations
University of California, Davis 1988 — 1992
BA, International Relations
Allison Crayne's JPMorgan Experience 2004 - 2007
Job
Industry Real Estate
Experience
Simon Property Group September 2007 - Present
JPMorgan 2004 - 2007
JPMorgan (formerly Bank One) 2003 - 2004
JPMorgan (Formerly Bank One) 2002 - 2003
JPMorgan (Formerly Bank One) 2000 - 2002
JPMorgan (Formerly Bank One) 1999 - 2000
AEGON 1994 - 1995
Skills
Capital Markets, Portfolio Management, Corporate Real Estate, Valuation, Financial Modeling, Structured Finance, Investment Properties, Asset Management, Credit Analysis, Relationship Management, Due Diligence, Real Estate Economics, Finance, New Business Development, Debt Restructuring, Financial Analysis, Loans, Asset Managment, Secured Transactions, Product Marketing, Debt / Equit Issuance, Unsecured Loans, Investments, Real Estate, Negoti, Deal Structures, Mergers, Strategy, Loan Origination, Treasury Management, Financial Forecasting, Negotiation
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Simon Property Group September 2007 - Present
JPMorgan 2004 - 2007
JPMorgan (formerly Bank One) 2003 - 2004
JPMorgan (Formerly Bank One) 2002 - 2003
JPMorgan (Formerly Bank One) 2000 - 2002
JPMorgan (Formerly Bank One) 1999 - 2000
AEGON 1994 - 1995
Skills
Capital Markets, Portfolio Management, Corporate Real Estate, Valuation, Financial Modeling, Structured Finance, Investment Properties, Asset Management, Credit Analysis, Relationship Management, Due Diligence, Real Estate Economics, Finance, New Business Development, Debt Restructuring, Financial Analysis, Loans, Asset Managment, Secured Transactions, Product Marketing, Debt / Equit Issuance, Unsecured Loans, Investments, Real Estate, Negoti, Deal Structures, Mergers, Strategy, Loan Origination, Treasury Management, Financial Forecasting, Negotiation
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Lizz DeLacy's JPMorgan Experience January 1999 - April 2006
Job Associate Director, EHR Implementation, The Ohio State University Wexner Medical Center
Industry Hospital & Health Care
Experience
The Ohio State University Medical Center September 2007 - Present
The Ohio State University Wexner Medical Center 2010 - 2014
JPMorgan January 1999 - April 2006
Skills
EMR, Business Analysis, Healthcare Information..., Project Management, Epic Systems, Vendor Management, Healthcare, Leadership, Visio, Change Management, Access, Management, EHR
Education
The Ohio State University 2006 — 2008
The Ohio State University 2006 — 2008
Bachelor's degree, Health Information/Medical Records Administration/Administrator
The Ohio State University Medical Center September 2007 - Present
The Ohio State University Wexner Medical Center 2010 - 2014
JPMorgan January 1999 - April 2006
Skills
EMR, Business Analysis, Healthcare Information..., Project Management, Epic Systems, Vendor Management, Healthcare, Leadership, Visio, Change Management, Access, Management, EHR
Education
The Ohio State University 2006 — 2008
The Ohio State University 2006 — 2008
Bachelor's degree, Health Information/Medical Records Administration/Administrator
Scott Cummans's JPMorgan Experience May 2005 - August 2007
Job Vice President, Software Engineering at BestTransport
Industry Information Technology and Services
Experience
BestTransport December 2013 - Present
Sedgwick May 2010 - July 2013
Redemtech August 2007 - May 2010
JPMorgan May 2005 - August 2007
Sophisticated Systems April 2003 - January 2005
Quick Solutions September 1995 - November 2002
IBM May 1988 - September 1995
Skills
SDLC, Business Analysis, Project Management, Agile Project Management, Change Management, Business Intelligence, Data Warehousing, Enterprise Architecture, IT Management, SQL, Project Portfolio..., Software Project..., Visio, Requirements Gathering, CRM, Software Development, Leadership, Information Technology, PMO, Business Process..., Microsoft SQL Server, ERP, IT Service Management, Enterprise Software, Disaster Recovery, Strategy, Management, Vendor Management, Integration, IT Strategy, Program Management, Process Improvement, Agile Methodologies, Operations Management, Organizational..., Consulting, Databases, Professional Services, Requirements Analysis, SOA, Scrum
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1979
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
BestTransport December 2013 - Present
Sedgwick May 2010 - July 2013
Redemtech August 2007 - May 2010
JPMorgan May 2005 - August 2007
Sophisticated Systems April 2003 - January 2005
Quick Solutions September 1995 - November 2002
IBM May 1988 - September 1995
Skills
SDLC, Business Analysis, Project Management, Agile Project Management, Change Management, Business Intelligence, Data Warehousing, Enterprise Architecture, IT Management, SQL, Project Portfolio..., Software Project..., Visio, Requirements Gathering, CRM, Software Development, Leadership, Information Technology, PMO, Business Process..., Microsoft SQL Server, ERP, IT Service Management, Enterprise Software, Disaster Recovery, Strategy, Management, Vendor Management, Integration, IT Strategy, Program Management, Process Improvement, Agile Methodologies, Operations Management, Organizational..., Consulting, Databases, Professional Services, Requirements Analysis, SOA, Scrum
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1979
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Roy Butler's JPMorgan Experience February 2001 - February 2005
Job IT Consultant at SwissRe and Investment Banking Consultant
Industry Investment Banking
Jim Irvin's JPMorgan Experience 2004 - August 2011
Job Senior Vice President Entertainment Division
Industry Investment Banking
Experience
City National Bank November 2014 - Present
SunTrust Bank April 2013 - November 2014
Bank of America Merrill Lynch August 2011 - April 2013
JPMorgan 2004 - August 2011
KPMG 2002 - 2004
Education
UCLA Anderson School of Management 2003 — 2006
MBA
The University of Texas at Austin 1991 — 1996
BBA, Accounting
City National Bank November 2014 - Present
SunTrust Bank April 2013 - November 2014
Bank of America Merrill Lynch August 2011 - April 2013
JPMorgan 2004 - August 2011
KPMG 2002 - 2004
Education
UCLA Anderson School of Management 2003 — 2006
MBA
The University of Texas at Austin 1991 — 1996
BBA, Accounting
Tressa Nisankarao's JPMorgan Experience 2001 - Present
Job AVP
Industry Financial Services
Experience
JP Morgan Chase Project ManagerJPMorgan ChaseMay 2001 - Present
JPMChase 2001 - Present
JP Morgan 2001 - Present
JPMorgan 2001 - Present
Skills
SDLC
Education
The University of Texas at Dallas 1989 — 1992
JP Morgan Chase Project ManagerJPMorgan ChaseMay 2001 - Present
JPMChase 2001 - Present
JP Morgan 2001 - Present
JPMorgan 2001 - Present
Skills
SDLC
Education
The University of Texas at Dallas 1989 — 1992
David Hunker's JPMorgan Experience February 2009 - Present
Job Mergers & Acquisitions at JPMorgan
Industry Investment Banking
Experience
JPMorgan February 2009 - Present
JPMorgan July 2004 - January 2009
Portland General Electric January 2002 - August 2003
Enron July 1999 - December 2001
MIG Financial Corp. 1994 - 1997
Skills
Investment Banking, Private Equity, Financial Structuring, Valuation, Financial Modeling, Financial Analysis, Energy, Debt, Corporate Finance, Capital Markets, Business Valuation, Management Consulting, Mergers, Risk Management, Portfolio Management, Strategy, Business Analysis, Business Strategy, Start-ups, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
MBA
University of Oregon 1992 — 1999
BA, Finance & Economics
JPMorgan February 2009 - Present
JPMorgan July 2004 - January 2009
Portland General Electric January 2002 - August 2003
Enron July 1999 - December 2001
MIG Financial Corp. 1994 - 1997
Skills
Investment Banking, Private Equity, Financial Structuring, Valuation, Financial Modeling, Financial Analysis, Energy, Debt, Corporate Finance, Capital Markets, Business Valuation, Management Consulting, Mergers, Risk Management, Portfolio Management, Strategy, Business Analysis, Business Strategy, Start-ups, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
MBA
University of Oregon 1992 — 1999
BA, Finance & Economics
Philip Sinz's JPMorgan Experience 2005 - 2006
Job CEO at BanzaiSushi
Industry Food Production
Experience
Banzai-Sushi September 2008 - Present
HBK Capital Management January 2008 - April 2008
BANZAI! Fresh September 2006 - September 2007
JPMorgan Securities June 2005 - September 2006
JPMorgan 2005 - 2006
JP Morgan Chase 2005 - 2006
Skills
Food, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Strategic Planning, Catering, Accounting, Portfolio Management, Sales, Marketing, Management, Investment Banking, Customer Service, Retail, Cross-functional Team..., Leadership, Negotiation, New Business Development, Team Building, Marketing Strategy
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Business Honors. Finance and Mechanical Engineering
Banzai-Sushi September 2008 - Present
HBK Capital Management January 2008 - April 2008
BANZAI! Fresh September 2006 - September 2007
JPMorgan Securities June 2005 - September 2006
JPMorgan 2005 - 2006
JP Morgan Chase 2005 - 2006
Skills
Food, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Strategic Planning, Catering, Accounting, Portfolio Management, Sales, Marketing, Management, Investment Banking, Customer Service, Retail, Cross-functional Team..., Leadership, Negotiation, New Business Development, Team Building, Marketing Strategy
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Business Honors. Finance and Mechanical Engineering
Amy Bell's JPMorgan Experience August 2005 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan August 2005 - Present
Deloitte 2003 - 2005
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence
Education
The University of Texas at Austin 1998 — 2003
Bachelor of Business Administration, Business Honors & Accounting
The University of Texas at Austin 1998 — 2003
Masters of Professional Accounting, Managerial Accounting
JPMorgan August 2005 - Present
Deloitte 2003 - 2005
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence
Education
The University of Texas at Austin 1998 — 2003
Bachelor of Business Administration, Business Honors & Accounting
The University of Texas at Austin 1998 — 2003
Masters of Professional Accounting, Managerial Accounting
Erica Liu, CFA's JPMorgan Experience June 2007 - June 2008
Job GLDP P&O Manager at Mars
Industry Consumer Goods
Experience
Mars August 2015 - Present
Wrigley August 2014 - Present
Target June 2013 - August 2013
The Dinex Group November 2011 - February 2012
B.R. Guest Hospitality September 2011 - December 2011
Copal Partners March 2010 - April 2010
Perry Capital July 2008 - October 2008
JPMorgan June 2007 - June 2008
JPMorgan Securities May 2006 - May 2007
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting) August 2004 - May 2006
Skills
Financial Analysis, Energy, Natural Gas, Data Analysis, Financial Modeling, Pipelines, Analysis, Economics, Marketing, Leadership, Corporate Finance, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, General Management, and Managerial & Organizational Behavior
The French Culinary Institute 2011 — 2011
Grand Diploma in Classic Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef, Valedictorian
University of California, Berkeley 1999 — 2003
BS & BA, Business Administration & Political Science
The Hong Kong University of Science and Technology 2002 — 2002
UC Education Abroad Program, Business Adminstration and Political Science, 4.0
Mars August 2015 - Present
Wrigley August 2014 - Present
Target June 2013 - August 2013
The Dinex Group November 2011 - February 2012
B.R. Guest Hospitality September 2011 - December 2011
Copal Partners March 2010 - April 2010
Perry Capital July 2008 - October 2008
JPMorgan June 2007 - June 2008
JPMorgan Securities May 2006 - May 2007
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting) August 2004 - May 2006
Skills
Financial Analysis, Energy, Natural Gas, Data Analysis, Financial Modeling, Pipelines, Analysis, Economics, Marketing, Leadership, Corporate Finance, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, General Management, and Managerial & Organizational Behavior
The French Culinary Institute 2011 — 2011
Grand Diploma in Classic Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef, Valedictorian
University of California, Berkeley 1999 — 2003
BS & BA, Business Administration & Political Science
The Hong Kong University of Science and Technology 2002 — 2002
UC Education Abroad Program, Business Adminstration and Political Science, 4.0
Spencer Klein, CFA's JPMorgan Experience December 1999 - Present
Job Investment Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan December 1999 - Present
Bank One Investment Advisors 1999 - July 2004
National City Bank 1998 - 1999
Education
The University of Chicago Booth School of Business 1999 — 2003
MBA, Economics, Finance
The University of Chicago 1988 — 1992
JPMorgan December 1999 - Present
Bank One Investment Advisors 1999 - July 2004
National City Bank 1998 - 1999
Education
The University of Chicago Booth School of Business 1999 — 2003
MBA, Economics, Finance
The University of Chicago 1988 — 1992
Barry Blake's JPMorgan Experience March 2007 - January 2010
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
James Winter's JPMorgan Experience April 1996 - May 2014
Job Futures & Options
Industry Financial Services
Experience
JPMorgan April 1996 - May 2014
PaineWebber 1992 - 1996
Texas Commerce Bank 1990 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
JPMorgan April 1996 - May 2014
PaineWebber 1992 - 1996
Texas Commerce Bank 1990 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
Gauresh Patel's JPMorgan Experience June 2006 - July 2007
Job Senior Vice President
Industry Banking
Experience
HSBC Securities January 2011 - Present
HSBC Securities August 2009 - January 2011
HSBC 2007 - September 2009
JPMorgan June 2006 - July 2007
Deutsche Bank May 2005 - June 2006
Private Clients & International, Barclays Bank Plc June 2003 - April 2005
Deutsche Bank January 1998 - February 2002
Skills
Financial Risk, Cash Management, Investment Banking, Risk Management, Fixed Income, Market Risk, Credit Risk, Operational Risk, Commodity, Stakeholder Management, PMO, Capital Markets, Derivatives, Trading Systems, Sarbanes-Oxley Act, AML, Operational Risk..., Enterprise Risk..., Middle Office, Swaps, Options, Interest Rate..., Credit Derivatives, Treasury Management, Portfolio Management, Product Control, FX Options, Financial Services, Securities, Back Office, Financial Markets, Structured Products, Basel II, Credit, Banking, Bonds, Basel III, Stress Testing, Dodd-Frank, Counterparty Risk, Economic Capital, Structured Finance, Relationship Management, Reference Data, Regulatory Requirements
Education
The University of Hull 2002 — 2003
MBA, Masters Business Administration
HSBC Securities January 2011 - Present
HSBC Securities August 2009 - January 2011
HSBC 2007 - September 2009
JPMorgan June 2006 - July 2007
Deutsche Bank May 2005 - June 2006
Private Clients & International, Barclays Bank Plc June 2003 - April 2005
Deutsche Bank January 1998 - February 2002
Skills
Financial Risk, Cash Management, Investment Banking, Risk Management, Fixed Income, Market Risk, Credit Risk, Operational Risk, Commodity, Stakeholder Management, PMO, Capital Markets, Derivatives, Trading Systems, Sarbanes-Oxley Act, AML, Operational Risk..., Enterprise Risk..., Middle Office, Swaps, Options, Interest Rate..., Credit Derivatives, Treasury Management, Portfolio Management, Product Control, FX Options, Financial Services, Securities, Back Office, Financial Markets, Structured Products, Basel II, Credit, Banking, Bonds, Basel III, Stress Testing, Dodd-Frank, Counterparty Risk, Economic Capital, Structured Finance, Relationship Management, Reference Data, Regulatory Requirements
Education
The University of Hull 2002 — 2003
MBA, Masters Business Administration
Ian. Payne's JPMorgan Experience AuditorErnst & YoungJune 2003 - December 2005
Job Analyst at JPMorgan
Industry Banking
Experience
JPMorgan AuditorErnst & YoungJune 2003 - December 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
JPMorgan AuditorErnst & YoungJune 2003 - December 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
Barrett Odonnell's JPMorgan Experience August 2007 - May 2008
Job Student at UT Health Science Center at Houston
Industry Education Management
Experience
MDI Prep Corp February 2013 - February 2014
Fulton County ISD June 2008 - May 2010
JPMorgan August 2007 - May 2008
Education
The University of Texas Health Science Center at Houston 2014 — 2018
Doctor of Medicine (MD), Medical
University of Houston 2010 — 2013
Bachelor of Science, Mathematics, Summa Cum Laude
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor of Business Administration, Finance and Accounting, Magna Cum Laude
University of Houston
MDI Prep Corp February 2013 - February 2014
Fulton County ISD June 2008 - May 2010
JPMorgan August 2007 - May 2008
Education
The University of Texas Health Science Center at Houston 2014 — 2018
Doctor of Medicine (MD), Medical
University of Houston 2010 — 2013
Bachelor of Science, Mathematics, Summa Cum Laude
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor of Business Administration, Finance and Accounting, Magna Cum Laude
University of Houston
J.D. McCulloch's JPMorgan Experience August 2002 - January 2005
Job Colt Ventures: Managing Director
Industry Investment Management
Experience
Colt Ventures February 2011 - Present
TRT Holdings, Inc. June 2009 - February 2011
Durango Partners February 2005 - March 2009
JPMorgan August 2002 - January 2005
Arthur Andersen February 1998 - August 2000
Skills
Valuation, Investments, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
The University of Texas at Austin 1991 — 1996
BS, Mechanical Engineering
Colt Ventures February 2011 - Present
TRT Holdings, Inc. June 2009 - February 2011
Durango Partners February 2005 - March 2009
JPMorgan August 2002 - January 2005
Arthur Andersen February 1998 - August 2000
Skills
Valuation, Investments, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
The University of Texas at Austin 1991 — 1996
BS, Mechanical Engineering
Philip M. Aftuck's JPMorgan Experience June 2009 - August 2009
Job Structured Finance Associate at The Bernstein Companies
Industry Real Estate
Experience
The Bernstein Companies August 2012 - Present
PricewaterhouseCoopers September 2010 - August 2012
JPMorgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Valuation, Structured Finance, Capital Markets, Financial Modeling, Securitization, Loans, Strategy, Financial Reporting, Fixed Income, Financial Analysis, RMBS, Asset-backed..., Dodd-Frank, ABS, Real Estate Financing, REIT, New Markets Tax Credits, Historic Rehabilitation..., Renewable Energy Credits, Commercial Real Estate..., Asset Management, Portfolio Management, Banking, Real Estate Development, Commercial Real Estate, Argus Modeling
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance & Economics
The Bernstein Companies August 2012 - Present
PricewaterhouseCoopers September 2010 - August 2012
JPMorgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Valuation, Structured Finance, Capital Markets, Financial Modeling, Securitization, Loans, Strategy, Financial Reporting, Fixed Income, Financial Analysis, RMBS, Asset-backed..., Dodd-Frank, ABS, Real Estate Financing, REIT, New Markets Tax Credits, Historic Rehabilitation..., Renewable Energy Credits, Commercial Real Estate..., Asset Management, Portfolio Management, Banking, Real Estate Development, Commercial Real Estate, Argus Modeling
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance & Economics
Haddy Manuel's JPMorgan Experience August 2007 - February 2013
Job Executive Operations Officer at Holland Services
Industry Oil & Energy
Experience
Holland Services June 2014 - Present
Cook Children's Health Care System February 2013 - May 2014
JPMorgan August 2007 - February 2013
Kelly Hart & Hallman LLP May 2005 - August 2007
Vinson and Elkins January 2004 - May 2005
Education
The University of Texas at Austin 2001 — 2005
Corporate Communication, Business Foundations
Universidad de Granada 2003 — 2003
Spanish Language and Culture
Holland Services June 2014 - Present
Cook Children's Health Care System February 2013 - May 2014
JPMorgan August 2007 - February 2013
Kelly Hart & Hallman LLP May 2005 - August 2007
Vinson and Elkins January 2004 - May 2005
Education
The University of Texas at Austin 2001 — 2005
Corporate Communication, Business Foundations
Universidad de Granada 2003 — 2003
Spanish Language and Culture
Matthew Webster's JPMorgan Experience June 2005 - December 2007
Job
Industry Investment Management
Experience
CourseTalk July 2013 - November 2014
Graham Partners May 2012 - August 2012
The Chertoff Group July 2010 - July 2011
Huntsman Gay Global Capital January 2008 - June 2010
JPMorgan June 2005 - December 2007
Simpson Thacher & Bartlett LLP July 2004 - June 2005
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Due Diligence, Corporate Finance, Strategy, Management Consulting, Corporate Development, Financial Analysis, Strategic Planning, Business Strategy, Portfolio Management, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Williams College 2000 — 2004
B.A.
St. Paul's School 1996 — 2000
CourseTalk July 2013 - November 2014
Graham Partners May 2012 - August 2012
The Chertoff Group July 2010 - July 2011
Huntsman Gay Global Capital January 2008 - June 2010
JPMorgan June 2005 - December 2007
Simpson Thacher & Bartlett LLP July 2004 - June 2005
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Due Diligence, Corporate Finance, Strategy, Management Consulting, Corporate Development, Financial Analysis, Strategic Planning, Business Strategy, Portfolio Management, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Williams College 2000 — 2004
B.A.
St. Paul's School 1996 — 2000
Mickey Yao's JPMorgan Experience September 2008 - January 2011
Job Executive Director, Consumer Banking AML Analytics and Reporting Director at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2013 - Present
JPMorgan Chase & Co. June 2012 - June 2013
JPMorgan Chase & Co. January 2011 - June 2012
JPMorgan September 2008 - January 2011
JP Morgan Chase 2007 - 2008
KeyBank 2004 - 2007
KeyBank 2002 - 2004
Key Bank NA 2000 - 2002
Skills
CRM, Analytics, Banking, Risk Management, Portfolio Management, Credit Risk, Financial Risk, Analysis, Financial Modeling, Product Marketing, SAS, Business Analysis, Project Management, People Management
Education
The University of Akron 1998 — 2000
Master of Business Administration (M.B.A.)
The University of Akron 1996 — 1998
Master’s Degree, Sociology
JPMorgan Chase & Co. June 2013 - Present
JPMorgan Chase & Co. June 2012 - June 2013
JPMorgan Chase & Co. January 2011 - June 2012
JPMorgan September 2008 - January 2011
JP Morgan Chase 2007 - 2008
KeyBank 2004 - 2007
KeyBank 2002 - 2004
Key Bank NA 2000 - 2002
Skills
CRM, Analytics, Banking, Risk Management, Portfolio Management, Credit Risk, Financial Risk, Analysis, Financial Modeling, Product Marketing, SAS, Business Analysis, Project Management, People Management
Education
The University of Akron 1998 — 2000
Master of Business Administration (M.B.A.)
The University of Akron 1996 — 1998
Master’s Degree, Sociology
Chuck Lee's JPMorgan Experience June 1997 - January 2007
Job Director at Credit Suisse
Industry Real Estate
Experience
Credit Suisse August 2014 - Present
J.P. Morgan August 2010 - August 2014
Deutsche Bank March 2007 - July 2010
JPMorgan June 1997 - January 2007
Financial Conservators Inc. June 1994 - August 1996
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Mutual Funds, Financial Structuring, CMBS, Private Banking, Structured Products, Asset Based Lending, Corporate Governance, Disposition, Bloomberg, Equity Valuation
Education
Yale University - Yale School of Management 1996 — 1998
M.B.A., Finance
The Johns Hopkins University 1990 — 1994
B.A., Economics
Credit Suisse August 2014 - Present
J.P. Morgan August 2010 - August 2014
Deutsche Bank March 2007 - July 2010
JPMorgan June 1997 - January 2007
Financial Conservators Inc. June 1994 - August 1996
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Mutual Funds, Financial Structuring, CMBS, Private Banking, Structured Products, Asset Based Lending, Corporate Governance, Disposition, Bloomberg, Equity Valuation
Education
Yale University - Yale School of Management 1996 — 1998
M.B.A., Finance
The Johns Hopkins University 1990 — 1994
B.A., Economics
Tonya Polek's JPMorgan Experience 2002 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
JPMorgan 2002 - Present
Borden Foods Corporation 2000 - 2001
Education
The Ohio State University 1993 — 1997
BM, Music History
JPMorgan 2002 - Present
Borden Foods Corporation 2000 - 2001
Education
The Ohio State University 1993 — 1997
BM, Music History
Steve Allread's JPMorgan Experience 2004 - 2004
Job Trader at SJ Wolfe Investments LLC
Industry Financial Services
Experience
SJ Wolfe Investments LLC April 2009 - Present
Butler Wick & Company Inc 2005 - April 2009
JPMorgan 2004 - 2004
Bank One Capital Markets 2002 - 2004
Bank One Securities Corporation 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Trading, Equities, Series 7, Investments, Financial Markets, Derivatives
Education
The Ohio State University 1992 — 1997
BS, Finance
The Ohio State University Fisher College of Business 1992 — 1997
BS, Business Administration
SJ Wolfe Investments LLC April 2009 - Present
Butler Wick & Company Inc 2005 - April 2009
JPMorgan 2004 - 2004
Bank One Capital Markets 2002 - 2004
Bank One Securities Corporation 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Trading, Equities, Series 7, Investments, Financial Markets, Derivatives
Education
The Ohio State University 1992 — 1997
BS, Finance
The Ohio State University Fisher College of Business 1992 — 1997
BS, Business Administration
Andrew Poderys's JPMorgan Experience January 2009 - September 2012
Job Control Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
JPMorgan January 2009 - September 2012
JPMorgan January 2007 - December 2008
JPMorgan April 2005 - December 2006
of a technology consulting firm January 1999 - March 2004
Performance Designs January 1995 - December 1998
Victoria's Secret Catalogue October 1990 - December 1994
Computer Task Group March 1988 - September 1990
Skills
Leadership, Management, Strategy, Strategy Implementation, Banking, Investments, Client Service, Operations Management, Sales Operations, New Business Development, Business Relationship..., Business Analysis, Process Improvement, Project Management, Technology Evaluation, Technology..., Technology Planning, Vendor Relations, Operational Risk, Technology Risk, FINRA 7, FINRA 66, FINRA 24, Business Development, Client Services, FINRA, Business Process, Risk Management
Education
The Ohio State University 1982 — 1987
BSBA, MIS
JPMorgan Chase October 2012 - Present
JPMorgan January 2009 - September 2012
JPMorgan January 2007 - December 2008
JPMorgan April 2005 - December 2006
of a technology consulting firm January 1999 - March 2004
Performance Designs January 1995 - December 1998
Victoria's Secret Catalogue October 1990 - December 1994
Computer Task Group March 1988 - September 1990
Skills
Leadership, Management, Strategy, Strategy Implementation, Banking, Investments, Client Service, Operations Management, Sales Operations, New Business Development, Business Relationship..., Business Analysis, Process Improvement, Project Management, Technology Evaluation, Technology..., Technology Planning, Vendor Relations, Operational Risk, Technology Risk, FINRA 7, FINRA 66, FINRA 24, Business Development, Client Services, FINRA, Business Process, Risk Management
Education
The Ohio State University 1982 — 1987
BSBA, MIS
Fergal Moore's JPMorgan Experience 1994 - 1996
Job Managing Director, Head of Infrastructure at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking 2012 - Present
RBS Global Banking & Markets 2008 - August 2013
RBS Greenwich Capital October 2002 - September 2008
Greenwich Capital October 1997 - September 2002
NatWest Markets April 1997 - October 1997
UBS August 1996 - April 1997
JPMorgan 1994 - 1996
Skills
CRM/Sales Technology, Distributed Application..., Web Development, Mobile App Design, Data Analysis, Firewalls, Proxy/Internet, Lotus Notes, Graphic Design
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Arts (B.A.), Moderatorship in Management Science and Industrial Systems Studies
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking 2012 - Present
RBS Global Banking & Markets 2008 - August 2013
RBS Greenwich Capital October 2002 - September 2008
Greenwich Capital October 1997 - September 2002
NatWest Markets April 1997 - October 1997
UBS August 1996 - April 1997
JPMorgan 1994 - 1996
Skills
CRM/Sales Technology, Distributed Application..., Web Development, Mobile App Design, Data Analysis, Firewalls, Proxy/Internet, Lotus Notes, Graphic Design
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Arts (B.A.), Moderatorship in Management Science and Industrial Systems Studies
Jim Cherundolo's JPMorgan Experience 1998 - 2008
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2010 - Present
JPMorgan 1998 - 2008
Skills
Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Leveraged Finance
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance & Accounting
Wabash College 1992 — 1996
BA, Economics, Philosophy
The London School of Economics and Political Science (LSE) 1994 — 1995
Economics
J.P. Morgan May 2010 - Present
JPMorgan 1998 - 2008
Skills
Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Leveraged Finance
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance & Accounting
Wabash College 1992 — 1996
BA, Economics, Philosophy
The London School of Economics and Political Science (LSE) 1994 — 1995
Economics
Bruce Northrup's JPMorgan Experience January 1975 - Present
Job Retired at
Industry Banking
Experience
JPMorgan January 1975 - Present
JPMorgan Chase 1975 - 2006
Skills
Banking, Risk Management, Credit Analysis, Analysis, Portfolio Management, Investments, Financial Risk, Credit, Credit Risk
Education
Thunderbird School of Global Management 1973 — 1974
JPMorgan January 1975 - Present
JPMorgan Chase 1975 - 2006
Skills
Banking, Risk Management, Credit Analysis, Analysis, Portfolio Management, Investments, Financial Risk, Credit, Credit Risk
Education
Thunderbird School of Global Management 1973 — 1974
Lesley Henderson's JPMorgan Experience October 2001 - November 2011
Job Vice President, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2011 - January 2015
JPMorgan October 2001 - November 2011
Education
Glasgow University 1993 — 1998
Batchelor of Science (Hons), Zoology
Bell Baxter High School 1987 — 1993
J.P. Morgan November 2011 - January 2015
JPMorgan October 2001 - November 2011
Education
Glasgow University 1993 — 1998
Batchelor of Science (Hons), Zoology
Bell Baxter High School 1987 — 1993
Kelly Jernigan, CFA's JPMorgan Experience May 2004 - May 2008
Job Portfolio Manager, Commerce Trust Company
Industry Financial Services
Experience
Commerce Bank August 2012 - Present
M&I Wealth Management, a part of BMO Financial Group May 2008 - August 2012
M&I Trust Co., N.A. May 2008 - August 2012
JPMorgan May 2004 - May 2008
JPMorgan Asset Management 2002 - 2008
Skills
Asset Management, Equities, Asset Allocation, Series 7, Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Series 63, Retirement Planning, Investments, High Net Worth..., Securities, Alternative Investments, Investment Management, Fixed Income, Strategic Financial..., ETFs, Investment Advisory, Estate Planning, Bloomberg, Retirement, Private Banking, Asset Managment, Mutual Funds, Wealth Management...
Education
University of Kansas School of Law 1989 — 1992
JD, Law
The University of Kansas 1985 — 1989
BA, Political Science
Commerce Bank August 2012 - Present
M&I Wealth Management, a part of BMO Financial Group May 2008 - August 2012
M&I Trust Co., N.A. May 2008 - August 2012
JPMorgan May 2004 - May 2008
JPMorgan Asset Management 2002 - 2008
Skills
Asset Management, Equities, Asset Allocation, Series 7, Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Series 63, Retirement Planning, Investments, High Net Worth..., Securities, Alternative Investments, Investment Management, Fixed Income, Strategic Financial..., ETFs, Investment Advisory, Estate Planning, Bloomberg, Retirement, Private Banking, Asset Managment, Mutual Funds, Wealth Management...
Education
University of Kansas School of Law 1989 — 1992
JD, Law
The University of Kansas 1985 — 1989
BA, Political Science
Liza Granger's JPMorgan Experience February 2002 - February 2005
Job Senior Consultant at IBM
Industry International Trade and Development
Experience
IBM Pre-Sales ConsultantBFTMarch 2005 - January 2006
JPMorgan Chase 2003 - 2006
JPMorgan February 2002 - February 2005
Citigroup October 2000 - January 2002
LIM January 1998 - September 2000
Education
The University of Texas at Austin - Red McCombs School of Business
IBM Pre-Sales ConsultantBFTMarch 2005 - January 2006
JPMorgan Chase 2003 - 2006
JPMorgan February 2002 - February 2005
Citigroup October 2000 - January 2002
LIM January 1998 - September 2000
Education
The University of Texas at Austin - Red McCombs School of Business
Eleanor Nadbielny's JPMorgan Experience 2004 - 2007
Job Capital Markets & Risk Management Professional
Industry Capital Markets
Experience
JP Morgan July 2004 - June 2007
JPMorgan 2004 - 2007
Bank One 1998 - 2004
First National Bank of Chicago 1983 - 1998
Data Resources Inc 1978 - 1981
Skills
Loan Origination, Structured Finance, Credit Risk, Investment Banking, Capital Markets, Investments, Fixed Income, Finance, Derivatives, Financial Structuring, Equities
Education
The University of Chicago Booth School of Business 1981 — 1983
M.B.A, Finance, Accounting, & Statistics
The Johns Hopkins University 1974 — 1978
B.A, Economics
JP Morgan July 2004 - June 2007
JPMorgan 2004 - 2007
Bank One 1998 - 2004
First National Bank of Chicago 1983 - 1998
Data Resources Inc 1978 - 1981
Skills
Loan Origination, Structured Finance, Credit Risk, Investment Banking, Capital Markets, Investments, Fixed Income, Finance, Derivatives, Financial Structuring, Equities
Education
The University of Chicago Booth School of Business 1981 — 1983
M.B.A, Finance, Accounting, & Statistics
The Johns Hopkins University 1974 — 1978
B.A, Economics
Cody McGrath's JPMorgan Experience June 2007 - July 2008
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2008 - Present
JPMorgan June 2007 - July 2008
Skills
Valuation, Capital Markets
Education
University of Arkansas 2004 — 2007
Finance/Investments
The University of Texas at Arlington 2003 — 2004
Finance
Stephens Inc. August 2008 - Present
JPMorgan June 2007 - July 2008
Skills
Valuation, Capital Markets
Education
University of Arkansas 2004 — 2007
Finance/Investments
The University of Texas at Arlington 2003 — 2004
Finance
Tracey Robbins's JPMorgan Experience October 1996 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
J.P. Morgan April 2015 - Present
JPMorgan October 1996 - Present
Bankers Trust 1989 - 1996
Arthur Andersen & Co 1983 - 1989
Skills
Project Management, Middle Office, Capital Markets, Syndications, Fixed Income, Leveraged Finance, Investment Banking, Structured Finance, Financial Services, Finance, Bonds, Management, Credit Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Modeling, Risk Management, Derivatives, Structured Products
Education
The Ohio State University
BSBA
J.P. Morgan April 2015 - Present
JPMorgan October 1996 - Present
Bankers Trust 1989 - 1996
Arthur Andersen & Co 1983 - 1989
Skills
Project Management, Middle Office, Capital Markets, Syndications, Fixed Income, Leveraged Finance, Investment Banking, Structured Finance, Financial Services, Finance, Bonds, Management, Credit Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Modeling, Risk Management, Derivatives, Structured Products
Education
The Ohio State University
BSBA
Don Pinkard's JPMorgan Experience 2000 - 2004
Job CTO at Top Investment Company
Industry Financial Services
Experience
Top Investment Company December 2012 - Present
Wells Fargo / HD Vest 2004 - 2012
Wells Fargo Investments 2004 - 2012
Wells Fargo Bank 2004 - 2012
JPMorgan 2000 - 2004
JPMorgan Chase 2000 - 2004
Skills
SDLC, Vendor Management, Business Analysis, Enterprise Architecture, Financial Services, Disaster Recovery, Agile Methodologies, Risk Management, Portfolio Management, Banking, Requirements Analysis, Visio, Process Improvement, Integration, Program Management, Data Center, IT Management, CRM, Business Intelligence, Microsoft SQL Server, Project Management, SQL, Strategic Planning, Securities, Databases, ITIL, IT Strategy
Education
The University of Texas at Arlington - College of Business
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Applied Science (B.A.Sc.)
Top Investment Company December 2012 - Present
Wells Fargo / HD Vest 2004 - 2012
Wells Fargo Investments 2004 - 2012
Wells Fargo Bank 2004 - 2012
JPMorgan 2000 - 2004
JPMorgan Chase 2000 - 2004
Skills
SDLC, Vendor Management, Business Analysis, Enterprise Architecture, Financial Services, Disaster Recovery, Agile Methodologies, Risk Management, Portfolio Management, Banking, Requirements Analysis, Visio, Process Improvement, Integration, Program Management, Data Center, IT Management, CRM, Business Intelligence, Microsoft SQL Server, Project Management, SQL, Strategic Planning, Securities, Databases, ITIL, IT Strategy
Education
The University of Texas at Arlington - College of Business
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Applied Science (B.A.Sc.)
Kevin Kohmann's JPMorgan Experience Vice PresidentJPMorgan Chase2002 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase2002 - Present
Andersen 1997 - 2002
Arthur Andersen 1997 - 2002
Education
The Ohio State University Fisher College of Business 1994 — 1997
JPMorgan Vice PresidentJPMorgan Chase2002 - Present
Andersen 1997 - 2002
Arthur Andersen 1997 - 2002
Education
The Ohio State University Fisher College of Business 1994 — 1997
Jourdan Daleo's JPMorgan Experience July 2008 - June 2011
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2015 - Present
J.P. Morgan 2011 - 2014
JPMorgan July 2008 - June 2011
JPMorgan Chase May 2007 - August 2007
Choice Energy May 2005 - August 2005
Education
The University of Texas at Austin 2004 — 2008
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Business Honors Program and Finance
J.P. Morgan 2015 - Present
J.P. Morgan 2011 - 2014
JPMorgan July 2008 - June 2011
JPMorgan Chase May 2007 - August 2007
Choice Energy May 2005 - August 2005
Education
The University of Texas at Austin 2004 — 2008
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Business Honors Program and Finance
Dan Niemiec's JPMorgan Experience August 2001 - July 2015
Job Deputy Chief Risk Officer at Regional Management Corp.
Industry Financial Services
Experience
Regional Management Corp. August 2015 - Present
JPMorgan August 2001 - July 2015
Victoria's Secret 2000 - 2001
Alliance Data 1996 - 2000
Nationwide Insurance 1991 - 1993
Skills
Analytics, SAS, Data Analysis, Financial Analysis, Segmentation, Analysis, Database Marketing, Risk Management, Forecasting, Business Analysis, Strategic Planning, Financial Modeling, Access, Marketing Strategy, SQL, Banking, Project Management, Credit, Market Research, Microsoft Excel, Finance, Credit Risk, Financial Risk, Portfolio Management, Quantitative Analytics, Statistical Modeling, Management, Statistics, Marketing, Strategy, Financial Services
Education
The Ohio State University 1991 — 1993
Master of Applied Statistics, Statistics
The Ohio State University 1986 — 1991
Bachelor's Degree, Statistics
Regional Management Corp. August 2015 - Present
JPMorgan August 2001 - July 2015
Victoria's Secret 2000 - 2001
Alliance Data 1996 - 2000
Nationwide Insurance 1991 - 1993
Skills
Analytics, SAS, Data Analysis, Financial Analysis, Segmentation, Analysis, Database Marketing, Risk Management, Forecasting, Business Analysis, Strategic Planning, Financial Modeling, Access, Marketing Strategy, SQL, Banking, Project Management, Credit, Market Research, Microsoft Excel, Finance, Credit Risk, Financial Risk, Portfolio Management, Quantitative Analytics, Statistical Modeling, Management, Statistics, Marketing, Strategy, Financial Services
Education
The Ohio State University 1991 — 1993
Master of Applied Statistics, Statistics
The Ohio State University 1986 — 1991
Bachelor's Degree, Statistics
Sherri Petkus's JPMorgan Experience April 2008 - June 2012
Job KYC Business Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
JPMorgan April 2008 - June 2012
JPMorgan January 2006 - March 2008
Skills
Process Improvement, Banking, Vendor Management, Risk Management, Business Analysis, Financial Analysis, Operations Management, Change Management, Leadership, Management, Project Management, Team Building, Training
Education
The Ohio State University 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase April 2013 - Present
JPMorgan April 2008 - June 2012
JPMorgan January 2006 - March 2008
Skills
Process Improvement, Banking, Vendor Management, Risk Management, Business Analysis, Financial Analysis, Operations Management, Change Management, Leadership, Management, Project Management, Team Building, Training
Education
The Ohio State University 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University
Bachelor of Business Administration (BBA), Finance, General
Todd Liker's JPMorgan Experience August 2000 - June 2008
Job Managing Director at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management July 2008 - Present
JPMorgan August 2000 - June 2008
ABN AMRO July 1994 - July 1998
Skills
Private Equity, Valuation, Asset Management, Due Diligence, Financial Modeling, Capital Markets, Investments, Investment Banking, Hedge Funds, Alternative Investments, Equities, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA
Oaktree Capital Management July 2008 - Present
JPMorgan August 2000 - June 2008
ABN AMRO July 1994 - July 1998
Skills
Private Equity, Valuation, Asset Management, Due Diligence, Financial Modeling, Capital Markets, Investments, Investment Banking, Hedge Funds, Alternative Investments, Equities, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA
Dan Hochstadt's JPMorgan Experience 1998 - 2008
Job Managing Director at DNB Markets
Industry Capital Markets
Experience
DNB Markets 2010 - Present
Ladenburg Thalmann 2009 - 2009
Priority Capital Management LLC 2008 - 2009
JPMorgan 1998 - 2008
Arthur Andersen 1992 - 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
University of Pennsylvania 1988 — 1992
BA, Diplomatic History
University of Pennsylvania - The Wharton School 1988 — 1992
BSE
DNB Markets 2010 - Present
Ladenburg Thalmann 2009 - 2009
Priority Capital Management LLC 2008 - 2009
JPMorgan 1998 - 2008
Arthur Andersen 1992 - 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
University of Pennsylvania 1988 — 1992
BA, Diplomatic History
University of Pennsylvania - The Wharton School 1988 — 1992
BSE
Dan Camarillo's JPMorgan Experience February 2011 - Present
Job Assistant Vice President at JPMorgan
Industry Investment Management
Experience
JPMorgan February 2011 - Present
JPMorgan Chase February 2010 - February 2011
JPMorgan February 2009 - February 2010
JPMorgan March 2005 - February 2009
Skills
Bloomberg, Equities, Fixed Income, Mutual Funds, Global Custody, Securities, Derivatives, Middle Office, Hedge Funds, Prime Brokerage, Back Office, Settlement, Series 7, Securities Lending, Financial Services, Alternative Investments, Capital Markets, Corporate Actions
Education
The University of Texas at Dallas 2000 — 2005
Bachelor of Arts (BA), Music
JPMorgan February 2011 - Present
JPMorgan Chase February 2010 - February 2011
JPMorgan February 2009 - February 2010
JPMorgan March 2005 - February 2009
Skills
Bloomberg, Equities, Fixed Income, Mutual Funds, Global Custody, Securities, Derivatives, Middle Office, Hedge Funds, Prime Brokerage, Back Office, Settlement, Series 7, Securities Lending, Financial Services, Alternative Investments, Capital Markets, Corporate Actions
Education
The University of Texas at Dallas 2000 — 2005
Bachelor of Arts (BA), Music
Bryan Forero's JPMorgan Experience April 2006 - May 2008
Job Intern at Duchossois Capital Management
Industry Financial Services
Experience
Duchossois Capital Management May 2015 - Present
Ascendance Partners January 2015 - April 2015
GE Capital, Equity February 2011 - December 2014
TransMarket Group September 2008 - November 2010
JPMorgan April 2006 - May 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2001 — 2005
Bachelor of Business Administration, Finance
Duchossois Capital Management May 2015 - Present
Ascendance Partners January 2015 - April 2015
GE Capital, Equity February 2011 - December 2014
TransMarket Group September 2008 - November 2010
JPMorgan April 2006 - May 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2001 — 2005
Bachelor of Business Administration, Finance
Danielle Crayton's JPMorgan Experience July 2003 - December 2005
Job
Industry Marketing and Advertising
Experience
Microsoft June 2013 - Present
Microsoft July 2012 - May 2013
Microsoft August 2011 - July 2012
Microsoft August 2010 - January 2012
Frito Lay May 2009 - August 2009
JPMorgan Chase February 2007 - May 2008
JPMorgan Chase January 2005 - February 2007
JPMorgan July 2003 - December 2005
Skills
Product Marketing, Product Management, Digital Marketing, Customer Retention, Cross-functional Team..., Project Management, Business Analysis, Management, SaaS, Marketing, Strategy, Marketing Communications
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Marketing
University of Virginia 1999 — 2003
B.S., Commerce
Microsoft June 2013 - Present
Microsoft July 2012 - May 2013
Microsoft August 2011 - July 2012
Microsoft August 2010 - January 2012
Frito Lay May 2009 - August 2009
JPMorgan Chase February 2007 - May 2008
JPMorgan Chase January 2005 - February 2007
JPMorgan July 2003 - December 2005
Skills
Product Marketing, Product Management, Digital Marketing, Customer Retention, Cross-functional Team..., Project Management, Business Analysis, Management, SaaS, Marketing, Strategy, Marketing Communications
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Marketing
University of Virginia 1999 — 2003
B.S., Commerce
Joshua Benninghoff's JPMorgan Experience May 2007 - July 2012
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus July 2012 - Present
JPMorgan May 2007 - July 2012
J.P. Morgan July 2002 - May 2007
Education
University of Michigan 2000 — 2002
MPP, Public Policy
University of Michigan 1997 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Summit high
Stifel Nicolaus July 2012 - Present
JPMorgan May 2007 - July 2012
J.P. Morgan July 2002 - May 2007
Education
University of Michigan 2000 — 2002
MPP, Public Policy
University of Michigan 1997 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Summit high
Seetharam Prasath R's JPMorgan Experience April 2007 - April 2010
Job Principal Software Engineer at EBay E
Industry Logistics and Supply Chain
Experience
EBay E October 2013 - Present
EBay Enterprise/GSI Commerce August 2011 - September 2013
Galaxy Systems May 2010 - August 2011
JPMorgan April 2007 - April 2010
Scandent Solutions October 2002 - April 2010
MSAS/Exel/DHL 1999 - February 2007
DSQ Software 1997 - 2002
Skills
Integration, SDLC, Agile Methodologies, E-commerce, Software Development, Software Project..., Requirements Analysis, SOA, SQL, DB2, Web Services, XML, Websphere, Scrum, Requirements Gathering, Business Intelligence, Java Enterprise Edition, Enterprise Software, Databases, Enterprise Architecture
Education
Thiagarajar College of Engineering 1993 — 1997
BE, ECE
EBay E October 2013 - Present
EBay Enterprise/GSI Commerce August 2011 - September 2013
Galaxy Systems May 2010 - August 2011
JPMorgan April 2007 - April 2010
Scandent Solutions October 2002 - April 2010
MSAS/Exel/DHL 1999 - February 2007
DSQ Software 1997 - 2002
Skills
Integration, SDLC, Agile Methodologies, E-commerce, Software Development, Software Project..., Requirements Analysis, SOA, SQL, DB2, Web Services, XML, Websphere, Scrum, Requirements Gathering, Business Intelligence, Java Enterprise Edition, Enterprise Software, Databases, Enterprise Architecture
Education
Thiagarajar College of Engineering 1993 — 1997
BE, ECE
Erron Brady's JPMorgan Experience 2006 - 2009
Job POS Innovation
Industry Banking
Experience
POS Innovation 2014 - 2014
Transworld Entertainment 2009 - 2011
JPMorgan 2006 - 2009
National City Bank 2005 - 2006
Charter One Bank February 2003 - August 2005
Trans World Entertainment 2000 - 2003
Skills
Coaching, Sales Management, Finance, Sales, Profit/Loss..., Team Building, Team Leadership, Customer Satisfaction, Strategic Planning, Inventory Management, Retail Banking, Multi-unit Retail...
Education
The University of Akron
POS Innovation 2014 - 2014
Transworld Entertainment 2009 - 2011
JPMorgan 2006 - 2009
National City Bank 2005 - 2006
Charter One Bank February 2003 - August 2005
Trans World Entertainment 2000 - 2003
Skills
Coaching, Sales Management, Finance, Sales, Profit/Loss..., Team Building, Team Leadership, Customer Satisfaction, Strategic Planning, Inventory Management, Retail Banking, Multi-unit Retail...
Education
The University of Akron
Brent Strausbaugh's JPMorgan Experience 2009 - 2014
Job Product Manager/Marketing Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan 2009 - 2014
JP Morgan Chase - Card Services 2007 - 2009
JPMorgan Chase 2003 - 2009
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2005 - 2005
Skills
Requirements Gathering, User Acceptance Testing, Process Improvement, Release Management, SDLC, Test Planning, Project Delivery, Project Planning, Project Execution, Team Leadership, Cross-functional Team..., Project Management, Leadership, PMO, Quality Assurance, PMP, Vendor Management, Project Portfolio..., Software Project..., Visio
Education
The Ohio State University
Microbiology and Molecular Genetics
JPMorgan Chase & Co. December 2014 - Present
JPMorgan 2009 - 2014
JP Morgan Chase - Card Services 2007 - 2009
JPMorgan Chase 2003 - 2009
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2005 - 2005
Skills
Requirements Gathering, User Acceptance Testing, Process Improvement, Release Management, SDLC, Test Planning, Project Delivery, Project Planning, Project Execution, Team Leadership, Cross-functional Team..., Project Management, Leadership, PMO, Quality Assurance, PMP, Vendor Management, Project Portfolio..., Software Project..., Visio
Education
The Ohio State University
Microbiology and Molecular Genetics
Jeff Krempa's JPMorgan Experience October 2011 - Present
Job Global Wealth Underwriter
Industry Financial Services
Experience
JPMorgan October 2011 - Present
JPMorgan Chase July 2007 - October 2011
JPMorgan Chase June 2006 - July 2007
Skills
Financial Modeling, Credit, Banking, Loans, Financial Analysis, Fixed Income, Credit Analysis, Valuation, Mortgage Lending, Credit Risk, Corporate Finance, Loan Origination
Education
The Ohio State University 1991 — 1997
Bachelors of Science, Hospitality Administration/Management
JPMorgan October 2011 - Present
JPMorgan Chase July 2007 - October 2011
JPMorgan Chase June 2006 - July 2007
Skills
Financial Modeling, Credit, Banking, Loans, Financial Analysis, Fixed Income, Credit Analysis, Valuation, Mortgage Lending, Credit Risk, Corporate Finance, Loan Origination
Education
The Ohio State University 1991 — 1997
Bachelors of Science, Hospitality Administration/Management
Rashid Naseem's JPMorgan Experience January 2006 - July 2008
Job Officer, Chief of Staff's Office, Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2011 - Present
Federal Reserve Bank of New York May 2009 - June 2011
JPMorgan January 2006 - July 2008
JPMorgan August 2002 - January 2006
Skills
Capital Markets, Portfolio Management, Investment Banking, Fixed Income, Finance, Credit, Economics, Analysis
Education
Yale University 1999 — 2000
MA, International & Development Economics
The London School of Economics and Political Science (LSE) 1995 — 1998
BSc Honors, Economics
Federal Reserve Bank of New York July 2011 - Present
Federal Reserve Bank of New York May 2009 - June 2011
JPMorgan January 2006 - July 2008
JPMorgan August 2002 - January 2006
Skills
Capital Markets, Portfolio Management, Investment Banking, Fixed Income, Finance, Credit, Economics, Analysis
Education
Yale University 1999 — 2000
MA, International & Development Economics
The London School of Economics and Political Science (LSE) 1995 — 1998
BSc Honors, Economics
Camille Alexander, CFA's JPMorgan Experience 2004 - 2007
Job Senior Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon June 2013 - Present
PivotalPath January 2014 - Present
CFA Society of Washington DC July 2014 - Present
Graystone Consulting July 2009 - June 2013
Bank of America September 2007 - July 2009
JPMorgan 2004 - 2007
USAA Investment Management Company July 1998 - August 2003
Frost Bank 1993 - 1998
Skills
Investments, Asset Allocation, Asset Managment, Financial Analysis, Series 7, Alternative Investments, Investment Advisory, Fixed Income, Banking, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Valuation, Capital Markets, Equities, Private Equity
Education
The University of Texas at San Antonio
Masters, International Politics
The University of Texas at San Antonio
Bachelors, Economics
BNY Mellon June 2013 - Present
PivotalPath January 2014 - Present
CFA Society of Washington DC July 2014 - Present
Graystone Consulting July 2009 - June 2013
Bank of America September 2007 - July 2009
JPMorgan 2004 - 2007
USAA Investment Management Company July 1998 - August 2003
Frost Bank 1993 - 1998
Skills
Investments, Asset Allocation, Asset Managment, Financial Analysis, Series 7, Alternative Investments, Investment Advisory, Fixed Income, Banking, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Valuation, Capital Markets, Equities, Private Equity
Education
The University of Texas at San Antonio
Masters, International Politics
The University of Texas at San Antonio
Bachelors, Economics
Megan Portacci's JPMorgan Experience January 2008 - June 2009
Job Assistant Vice President at Nationstar, Investor Relations & Corporate Development
Industry Financial Services
Experience
Nationstar August 2013 - Present
VMG Health May 2011 - July 2013
Greystone Communities, inc. 2008 - 2011
JPMorgan January 2008 - June 2009
UBS 2005 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Structured Products, Bloomberg, Financial Reporting, Finance, Business Valuation, Mergers & Acquisitions, Data Analysis
Education
The University of Texas at Austin 2003 — 2006
BBA, Finance
Nationstar August 2013 - Present
VMG Health May 2011 - July 2013
Greystone Communities, inc. 2008 - 2011
JPMorgan January 2008 - June 2009
UBS 2005 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Structured Products, Bloomberg, Financial Reporting, Finance, Business Valuation, Mergers & Acquisitions, Data Analysis
Education
The University of Texas at Austin 2003 — 2006
BBA, Finance
Susan Farenci's JPMorgan Experience 1998 - 1998
Job Data Warehouse consultant at Bank of TokyoMitsubishi UFJ
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ February 2013 - Present
Moody's Corporation March 2012 - January 2013
AIG January 2006 - March 2012
various. June 2002 - January 2006
TIAA-CREF 2004 - 2004
Daiichi Sankyo 2002 - 2003
Fujitsu Consulting March 1999 - 2002
Prudential Financial 1999 - 2001
JPMorgan 1998 - 1998
DAMA New York 1990 - 1998
Skills
Data Warehousing, Business Analysis, Business Intelligence, Project Management, Data Modeling, Process Improvement, Oracle, Databases, Quality Assurance, Data Analysis, Enterprise Software, Strategy, Program Management, Management, SOA, SDLC, Risk Management, Data Integration, Requirements Analysis, Requirements Gathering, Leadership, IT Strategy, Data Governance, Enterprise Architecture, Data Quality, Data Migration, Software Project..., Business Process, PMO
Education
The Hebrew University
BS, Food Technology, Animal Sciences
Bank of Tokyo-Mitsubishi UFJ February 2013 - Present
Moody's Corporation March 2012 - January 2013
AIG January 2006 - March 2012
various. June 2002 - January 2006
TIAA-CREF 2004 - 2004
Daiichi Sankyo 2002 - 2003
Fujitsu Consulting March 1999 - 2002
Prudential Financial 1999 - 2001
JPMorgan 1998 - 1998
DAMA New York 1990 - 1998
Skills
Data Warehousing, Business Analysis, Business Intelligence, Project Management, Data Modeling, Process Improvement, Oracle, Databases, Quality Assurance, Data Analysis, Enterprise Software, Strategy, Program Management, Management, SOA, SDLC, Risk Management, Data Integration, Requirements Analysis, Requirements Gathering, Leadership, IT Strategy, Data Governance, Enterprise Architecture, Data Quality, Data Migration, Software Project..., Business Process, PMO
Education
The Hebrew University
BS, Food Technology, Animal Sciences
Frank Barnett's JPMorgan Experience May 2005 - August 2007
Job Senior Analyst/COBOL Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
JPMorgan May 2005 - August 2007
JP Morgan Chase 2005 - 2007
Bank of New York Mellon October 2004 - May 2005
Liberty Mutual Insurance April 2004 - October 2004
Parker Hannifin October 2003 - April 2004
jcpenney October 2002 - May 2003
BNSF Railway July 1998 - March 2002
Boeing October 1983 - June 1998
Skills
Testing, Programming, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Agile Methodologies, Vendor Management, Data Warehousing, DB2, SQL, Quality Center, ETL, Software Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1978 — 1980
B.S., Management
The University of Texas at Dallas 1977 — 1980
Accounting and Computer Science
Fidelity Investments August 2007 - Present
JPMorgan May 2005 - August 2007
JP Morgan Chase 2005 - 2007
Bank of New York Mellon October 2004 - May 2005
Liberty Mutual Insurance April 2004 - October 2004
Parker Hannifin October 2003 - April 2004
jcpenney October 2002 - May 2003
BNSF Railway July 1998 - March 2002
Boeing October 1983 - June 1998
Skills
Testing, Programming, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Agile Methodologies, Vendor Management, Data Warehousing, DB2, SQL, Quality Center, ETL, Software Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1978 — 1980
B.S., Management
The University of Texas at Dallas 1977 — 1980
Accounting and Computer Science
Jason Sentivany's JPMorgan Experience 2007 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Nirav Shroff's JPMorgan Experience June 2005 - June 2007
Job Business Development & Strategy at Box
Industry Internet
Experience
Box June 2012 - Present
Bazaarvoice May 2011 - August 2011
Dasra August 2009 - June 2010
Eos Partners August 2007 - July 2009
JPMorgan June 2005 - June 2007
Skills
Strategy, Business Development, Corporate Development, Valuation, Financial Modeling, Private Equity, Financial Analysis, Business Strategy, Venture Capital, Mergers & Acquisitions, Start-ups, Due Diligence, Public Speaking, Enterprise Software, Leadership, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management, Analytical Marketing
The University of Texas at Austin 2001 — 2005
BBA, Finance
Box June 2012 - Present
Bazaarvoice May 2011 - August 2011
Dasra August 2009 - June 2010
Eos Partners August 2007 - July 2009
JPMorgan June 2005 - June 2007
Skills
Strategy, Business Development, Corporate Development, Valuation, Financial Modeling, Private Equity, Financial Analysis, Business Strategy, Venture Capital, Mergers & Acquisitions, Start-ups, Due Diligence, Public Speaking, Enterprise Software, Leadership, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management, Analytical Marketing
The University of Texas at Austin 2001 — 2005
BBA, Finance
P.J. Rock's JPMorgan Experience 2004 - Present
Job Vice President, Client Advisor at J.P.Morgan Asset Management
Industry Financial Services
Experience
JPMorgan 2004 - Present
Education
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
JPMorgan 2004 - Present
Education
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Roseanne Rutledge's JPMorgan Experience August 2000 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan August 2000 - Present
Bank One 1990 - 2000
Skills
Operations Management, Agile Product Owner, Project Management, Fixed Income, Strategy, Equities, Mutual Funds, Global Custody, Securities, Financial Services, Risk Management, Corporate Actions, Bloomberg, Back Office, Investment Banking, Alternative Investments, Prime Brokerage
Education
The University of Texas at San Antonio
Business Administration and Management, General
University of Houston
Business Administration and Management, General
JPMorgan August 2000 - Present
Bank One 1990 - 2000
Skills
Operations Management, Agile Product Owner, Project Management, Fixed Income, Strategy, Equities, Mutual Funds, Global Custody, Securities, Financial Services, Risk Management, Corporate Actions, Bloomberg, Back Office, Investment Banking, Alternative Investments, Prime Brokerage
Education
The University of Texas at San Antonio
Business Administration and Management, General
University of Houston
Business Administration and Management, General
Weston Tucker's JPMorgan Experience March 2005 - November 2007
Job Managing Director, External Relations and Strategy at Blackstone
Industry Financial Services
Experience
The Blackstone Group November 2007 - Present
JPMorgan March 2005 - November 2007
AT&T 2002 - 2005
Skills
Strategy, Financial Modeling, Valuation, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Investment Banking, Bloomberg, Financial Analysis, Alternative Investments, Investments, Equity Research, Asset Management, Fixed Income, Due Diligence, Portfolio Management, Mergers & Acquisitions, Investor Relations, Corporate Development, Process Improvement
Education
The Ohio State University Fisher College of Business 1998 — 2002
Business, Finance
The Blackstone Group November 2007 - Present
JPMorgan March 2005 - November 2007
AT&T 2002 - 2005
Skills
Strategy, Financial Modeling, Valuation, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Investment Banking, Bloomberg, Financial Analysis, Alternative Investments, Investments, Equity Research, Asset Management, Fixed Income, Due Diligence, Portfolio Management, Mergers & Acquisitions, Investor Relations, Corporate Development, Process Improvement
Education
The Ohio State University Fisher College of Business 1998 — 2002
Business, Finance
Anissa Foster's JPMorgan Experience September 2002 - April 2003
Job Billing Clerk for YRC Inc
Industry Transportation/Trucking/Railroad
Experience
YRC INC. (formerly known January 2005 - Present
FIVE STAR MORTGAGE December 2003 - April 2004
VICTORIA'S SECRET DIRECT (Limited Brands) May 2003 - December 2003
JPMORGAN September 2002 - April 2003
Skills
Transportation, Customer Service, Retail, Shipping, Sales, Time Management, Distribution Center..., Troubleshooting, Freight, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Inventory Management, Team Leadership, Process Improvement, Invoicing, Training
Education
The Ohio State University 1998 — 2002
Bachelor of Arts, International & Legal Studies
YRC INC. (formerly known January 2005 - Present
FIVE STAR MORTGAGE December 2003 - April 2004
VICTORIA'S SECRET DIRECT (Limited Brands) May 2003 - December 2003
JPMORGAN September 2002 - April 2003
Skills
Transportation, Customer Service, Retail, Shipping, Sales, Time Management, Distribution Center..., Troubleshooting, Freight, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Inventory Management, Team Leadership, Process Improvement, Invoicing, Training
Education
The Ohio State University 1998 — 2002
Bachelor of Arts, International & Legal Studies
Ray Craig's JPMorgan Experience July 2001 - Present
Job Managing Director Equity Capital Markets at JPMorgan
Industry Investment Banking
Experience
JPMorgan July 2001 - Present
First Union Securities June 1995 - May 1999
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
Washington and Lee University 1991 — 1995
BS, Business Administration
JPMorgan July 2001 - Present
First Union Securities June 1995 - May 1999
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
Washington and Lee University 1991 — 1995
BS, Business Administration
Frederick Bromberg's JPMorgan Experience 1998 - 2009
Job Executive Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2010 - Present
JPMorgan 1998 - 2009
Bankers Trust Company 1996 - 1998
Morgan Guaranty 1991 - 1996
Marine Midland Bank/HSBC 1985 - 1991
Education
Thunderbird School of Global Management 1977 — 1977
Masters, Int'l Business
University of Utah
BS
Bank of New York Mellon 2010 - Present
JPMorgan 1998 - 2009
Bankers Trust Company 1996 - 1998
Morgan Guaranty 1991 - 1996
Marine Midland Bank/HSBC 1985 - 1991
Education
Thunderbird School of Global Management 1977 — 1977
Masters, Int'l Business
University of Utah
BS
Donna Carson's JPMorgan Experience 1982 - 2006
Job Investment Coordinator at Heartland Bank
Industry Banking
Experience
Heartland Investment Services September 2008 - Present
BankOne 1986 - 2006
JPMorgan 1982 - 2006
JPMorgan Chase 1982 - 2006
Education
The Ohio State University 1968 — 1971
3+ years, Elementary Education
Heartland Investment Services September 2008 - Present
BankOne 1986 - 2006
JPMorgan 1982 - 2006
JPMorgan Chase 1982 - 2006
Education
The Ohio State University 1968 — 1971
3+ years, Elementary Education
Alison (Bisno) Peck, CFA's JPMorgan Experience 2005 - 2008
Job President at Peck Wealth Management
Industry Investment Management
Experience
Peck Wealth Management May 2011 - Present
JPMorgan 2005 - 2008
HSBC 2002 - 2005
U.S. Trust 1998 - 2002
Lawrence O'donnell Marcus & Co. 1996 - 1998
Stephens Inc. March 1982 - April 1996
Skills
Financial Services, Alternative Investments, Investment Advisory, Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Investment Management, Fixed Income, Equities, Series 7, Investment Banking, Asset Allocation, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Economics
The University of Memphis 1973 — 1977
B.B.A., Finance, 3.97 summa cum laude
Peck Wealth Management May 2011 - Present
JPMorgan 2005 - 2008
HSBC 2002 - 2005
U.S. Trust 1998 - 2002
Lawrence O'donnell Marcus & Co. 1996 - 1998
Stephens Inc. March 1982 - April 1996
Skills
Financial Services, Alternative Investments, Investment Advisory, Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Investment Management, Fixed Income, Equities, Series 7, Investment Banking, Asset Allocation, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Economics
The University of Memphis 1973 — 1977
B.B.A., Finance, 3.97 summa cum laude
Robert Weylandt's JPMorgan Experience March 2002 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2002 - Present
JP Morgan Chase 2002 - Present
Baker Botts LLP January 1989 - March 2002
Baker Botts LLP June 1982 - March 2002
Skills
Estate Planning
Education
The University of Texas at Austin 1979 — 1982
JD, Law
The University of Texas at Austin 1975 — 1979
BBA, Accounting
JPMorgan March 2002 - Present
JP Morgan Chase 2002 - Present
Baker Botts LLP January 1989 - March 2002
Baker Botts LLP June 1982 - March 2002
Skills
Estate Planning
Education
The University of Texas at Austin 1979 — 1982
JD, Law
The University of Texas at Austin 1975 — 1979
BBA, Accounting
Kathryn Sahli, CFP®'s JPMorgan Experience 2004 - 2005
Job Vice President, Private Banking Relationship Manager at Johnson Bank
Industry Financial Services
Experience
Johnson Bank February 2013 - Present
Associated Bank, N.A. 2006 - 2012
Ziegler Capital Management 2005 - 2006
JPMorgan 2004 - 2005
Thrivent Financial 1996 - 2004
Skills
Investment Management, Strategic Financial..., Investments, Consumer Lending, Retirement Planning, Certified Financial..., Cash Management, Banking, Small Business, Private Banking, Retirement, Mutual Funds, Mortgage Lending, Series 7, Financial Advisory, Credit Analysis, Credit, Asset Allocation
Education
The Ohio State University 1985 — 1990
BA, Journalism, emphasis Public Relations
Neenah High School
Johnson Bank February 2013 - Present
Associated Bank, N.A. 2006 - 2012
Ziegler Capital Management 2005 - 2006
JPMorgan 2004 - 2005
Thrivent Financial 1996 - 2004
Skills
Investment Management, Strategic Financial..., Investments, Consumer Lending, Retirement Planning, Certified Financial..., Cash Management, Banking, Small Business, Private Banking, Retirement, Mutual Funds, Mortgage Lending, Series 7, Financial Advisory, Credit Analysis, Credit, Asset Allocation
Education
The Ohio State University 1985 — 1990
BA, Journalism, emphasis Public Relations
Neenah High School
Will Deitrick's JPMorgan Experience 1998 - 2000
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Quadrant Management February 2014 - Present
Forefront Capital Markets Inc. January 2013 - July 2013
NewOak Capital June 2010 - December 2012
Liberty Head Capital Management LLC October 2008 - June 2010
Greenock Capital March 2007 - August 2008
Citigroup January 2000 - March 2007
JPMorgan 1998 - 2000
Banc of America Securities 1997 - 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Hedge Funds, Financial Markets, Finance, Leveraged Finance, Securities, Equity Research, Investments, Private Equity, Corporate Finance, Financial Modeling, Project Finance, Bloomberg, Emerging Markets, Alternative Investments, Derivatives, Securitization, Series 7, Trading, Structured Products, Portfolio Management, Mergers & Acquisitions, Equities, Asset Managment, Structured Finance, Financial Structuring, Bonds, Due Diligence, High Yield, Credit Derivatives, Investor Relations, LBO, Loans, Venture Capital, Private Placements, Asset Management
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University 1989 — 1993
BA
Phillips Exeter Academy
Diploma
New Trier
New Trier
Quadrant Management February 2014 - Present
Forefront Capital Markets Inc. January 2013 - July 2013
NewOak Capital June 2010 - December 2012
Liberty Head Capital Management LLC October 2008 - June 2010
Greenock Capital March 2007 - August 2008
Citigroup January 2000 - March 2007
JPMorgan 1998 - 2000
Banc of America Securities 1997 - 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Hedge Funds, Financial Markets, Finance, Leveraged Finance, Securities, Equity Research, Investments, Private Equity, Corporate Finance, Financial Modeling, Project Finance, Bloomberg, Emerging Markets, Alternative Investments, Derivatives, Securitization, Series 7, Trading, Structured Products, Portfolio Management, Mergers & Acquisitions, Equities, Asset Managment, Structured Finance, Financial Structuring, Bonds, Due Diligence, High Yield, Credit Derivatives, Investor Relations, LBO, Loans, Venture Capital, Private Placements, Asset Management
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University 1989 — 1993
BA
Phillips Exeter Academy
Diploma
New Trier
New Trier
JoLyn Thompson's JPMorgan Experience 2001 - 2003
Job Code of Ethics Compliance Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments December 2008 - Present
American Century Investments 2006 - 2008
American Century Investments 2003 - 2006
JPMorgan 2001 - 2003
American Century Investments November 1999 - 2001
Skills
Mutual Funds, FINRA, Series 63, Series 6, Securities, Asset Allocation, 401k, Retirement, Retirement Planning, Investment Strategies, Investments, Financial Services, Equities, Wealth Management, Relationship Management, Bloomberg, Separately Managed...
Education
Kansas City Business College 1978 — 1981
Court Reporting degree
The University of Kansas 1977 — 1978
American Century Investments December 2008 - Present
American Century Investments 2006 - 2008
American Century Investments 2003 - 2006
JPMorgan 2001 - 2003
American Century Investments November 1999 - 2001
Skills
Mutual Funds, FINRA, Series 63, Series 6, Securities, Asset Allocation, 401k, Retirement, Retirement Planning, Investment Strategies, Investments, Financial Services, Equities, Wealth Management, Relationship Management, Bloomberg, Separately Managed...
Education
Kansas City Business College 1978 — 1981
Court Reporting degree
The University of Kansas 1977 — 1978
Sarah Ellsworth's JPMorgan Experience February 1991 - August 2009
Job Banking Professional
Industry Banking
Experience
Telhio Credit Union December 2013 - Present
KEMBA Financial Credit Union 2010 - 2011
JPMorgan February 1991 - August 2009
Skills
Credit Analysis, Risk Management, Leadership, Banking, Loans, Credit Risk, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Credit, Mortgage Banking, Underwriting, FHA, Loan Origination
Education
The Ohio State University 1984 — 1988
BA, Communication
Telhio Credit Union December 2013 - Present
KEMBA Financial Credit Union 2010 - 2011
JPMorgan February 1991 - August 2009
Skills
Credit Analysis, Risk Management, Leadership, Banking, Loans, Credit Risk, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Credit, Mortgage Banking, Underwriting, FHA, Loan Origination
Education
The Ohio State University 1984 — 1988
BA, Communication
Cathy Texeira's JPMorgan Experience March 2001 - April 2006
Job Senior Manager, Assessments at BK One Corporate Training Inc.
Industry Professional Training & Coaching
Experience
BK One May 2006 - Present
JPMorgan March 2001 - April 2006
Skills
Performance Management, Soft Skills, Vendor Management, Talent Acquisition, Capital Markets, Organizational..., Employee Engagement, Training Delivery
Education
The University of Texas at Arlington 1990 — 1994
BA, Business
BK One May 2006 - Present
JPMorgan March 2001 - April 2006
Skills
Performance Management, Soft Skills, Vendor Management, Talent Acquisition, Capital Markets, Organizational..., Employee Engagement, Training Delivery
Education
The University of Texas at Arlington 1990 — 1994
BA, Business
Phillip Brill-Edwards's JPMorgan Experience April 2006 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan April 2006 - Present
Bloomberg June 2003 - April 2006
Education
The George Washington University 1999 — 2003
BBA, Finance
JPMorgan April 2006 - Present
Bloomberg June 2003 - April 2006
Education
The George Washington University 1999 — 2003
BBA, Finance
Greg Jansen's JPMorgan Experience January 1992 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan January 1992 - Present
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Accounting
University of Iowa 1987 — 1991
BBA, Finance
JPMorgan January 1992 - Present
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Accounting
University of Iowa 1987 — 1991
BBA, Finance
Vinny Medeiros's JPMorgan Experience August 2012 - Present
Job Emerging Markets Credit Sales at JPMorgan
Industry Investment Banking
Experience
JPMorgan August 2012 - Present
Skills
Fluent in Portuguese,..., FINRA Series 7 and 63...
Education
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor, Marketing & Logistics
The Ohio State University
JPMorgan August 2012 - Present
Skills
Fluent in Portuguese,..., FINRA Series 7 and 63...
Education
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor, Marketing & Logistics
The Ohio State University
Seema Mohanty's JPMorgan Experience April 1995 - February 2001
Job Managing Director at Mohanty Gargiulo LLC
Industry Financial Services
Experience
Mohanty Gargiulo LLC August 2008 - Present
UBS January 2007 - July 2008
Morgan Stanley 2001 - 2006
JPMorgan April 1995 - February 2001
Skills
Series 7, Fixed Income, Structured Products, Investment Banking, Bonds, Series 63, Derivatives, Capital Markets, Financial Modeling, Alternative Investments, Bloomberg, Securities, Hedge Funds, Investments, Structured Finance, Risk Management, Valuation, Equities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Economics
University of Michigan 1986 — 1990
BA, Economics
Mohanty Gargiulo LLC August 2008 - Present
UBS January 2007 - July 2008
Morgan Stanley 2001 - 2006
JPMorgan April 1995 - February 2001
Skills
Series 7, Fixed Income, Structured Products, Investment Banking, Bonds, Series 63, Derivatives, Capital Markets, Financial Modeling, Alternative Investments, Bloomberg, Securities, Hedge Funds, Investments, Structured Finance, Risk Management, Valuation, Equities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Economics
University of Michigan 1986 — 1990
BA, Economics
Nicholas G Barringer's JPMorgan Experience 2008 - 2009
Job Managing Director at NGB Aquisitions
Industry Investment Management
Experience
NGB Aquisitions November 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Education
The London School of Economics and Political Science (LSE)
BSc, Accounting & Finance
NGB Aquisitions November 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Education
The London School of Economics and Political Science (LSE)
BSc, Accounting & Finance
Keith W Marshall's JPMorgan Experience January 2001 - May 2003
Job Officer at Torque Therapeutics
Industry Biotechnology
Experience
Torque Therapeutics September 2015 - Present
TAG Healthcare Advisors August 2014 - August 2015
GCA Savvian May 2012 - August 2015
Sagent Advisors February 2011 - February 2012
Montgomery, Marshall Healthcare Partners July 2008 - January 2011
Montgomery & Co., LLC May 2003 - June 2008
JPMorgan January 2001 - May 2003
Immulogic Pharmaceuticals 1990 - 1993
Skills
Investment Banking, Venture Capital, Mergers & Acquisitions, Private Placements, Financial Advisory
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy, Entrepreneurship
University of California, San Francisco
PhD, Pharmaceutical Chemistry
Washington University in St. Louis
AB, Biology
Torque Therapeutics September 2015 - Present
TAG Healthcare Advisors August 2014 - August 2015
GCA Savvian May 2012 - August 2015
Sagent Advisors February 2011 - February 2012
Montgomery, Marshall Healthcare Partners July 2008 - January 2011
Montgomery & Co., LLC May 2003 - June 2008
JPMorgan January 2001 - May 2003
Immulogic Pharmaceuticals 1990 - 1993
Skills
Investment Banking, Venture Capital, Mergers & Acquisitions, Private Placements, Financial Advisory
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy, Entrepreneurship
University of California, San Francisco
PhD, Pharmaceutical Chemistry
Washington University in St. Louis
AB, Biology
Nataly Marks's JPMorgan Experience July 2013 - Present
Job Executive Director, Corporate Client Banking at JPMorgan
Industry Banking
Experience
JPMorgan July 2013 - Present
JPMorgan Chase Bank & Co. July 2009 - Present
Wells Fargo August 2006 - July 2009
JPMorgan September 2003 - August 2006
Education
The University of Texas at Austin
The University of Texas at Austin
JPMorgan July 2013 - Present
JPMorgan Chase Bank & Co. July 2009 - Present
Wells Fargo August 2006 - July 2009
JPMorgan September 2003 - August 2006
Education
The University of Texas at Austin
The University of Texas at Austin
Daniel Kuang's JPMorgan Experience August 2012 - Present
Job Application Developer at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan August 2012 - Present
Tekcenture July 2012 - August 2012
Ellipse Communications, Inc. May 2007 - June 2012
Ayoka May 2006 - May 2007
University of Texas at Arlington August 2005 - December 2006
Skills
ASP.NET, C#, Microsoft SQL Server, Software Development, .NET, Web Development, JavaScript, Visual Studio, ASP.NET MVC, Entity Framework, HTML, jQuery, SQL, CSS, XML, Web Services, AJAX, Software Design Patterns, DB2, Foxtrot, Monarch Pro, VBA Programming, WinForms, VBA
Education
The University of Texas at Arlington 2005 — 2007
Master, Computer Science & Engineering
University of Texas at Arlington 2003 — 2005
Honor BSCS, Computer Science & Engineering, 3.88/4.0
JPMorgan August 2012 - Present
Tekcenture July 2012 - August 2012
Ellipse Communications, Inc. May 2007 - June 2012
Ayoka May 2006 - May 2007
University of Texas at Arlington August 2005 - December 2006
Skills
ASP.NET, C#, Microsoft SQL Server, Software Development, .NET, Web Development, JavaScript, Visual Studio, ASP.NET MVC, Entity Framework, HTML, jQuery, SQL, CSS, XML, Web Services, AJAX, Software Design Patterns, DB2, Foxtrot, Monarch Pro, VBA Programming, WinForms, VBA
Education
The University of Texas at Arlington 2005 — 2007
Master, Computer Science & Engineering
University of Texas at Arlington 2003 — 2005
Honor BSCS, Computer Science & Engineering, 3.88/4.0
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS