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.
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2,973 JPMorgan employees in database. Find out everything there's to know about JPMorgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Employees
Employee
Years
Job
Industry
Sara (Tillim) Adler Sara (Tillim) Adler's JPMorgan Experience July 2008 - July 2009
Job Head of Corporate Development at Airbnb
Industry Computer Software
Experience
Airbnb February 2015 - Present
Dropbox March 2013 - February 2015
Facebook September 2011 - March 2013
Menlo Ventures August 2009 - August 2011
JPMorgan July 2008 - July 2009
Skills
Venture Capital, Financial Modeling, Entrepreneurship, Investments, Executive Management, Corporate Development, Private Equity, Start-ups
Education
University of California, Berkeley 2004 — 2008
B.A., Economics, French
Airbnb February 2015 - Present
Dropbox March 2013 - February 2015
Facebook September 2011 - March 2013
Menlo Ventures August 2009 - August 2011
JPMorgan July 2008 - July 2009
Skills
Venture Capital, Financial Modeling, Entrepreneurship, Investments, Executive Management, Corporate Development, Private Equity, Start-ups
Education
University of California, Berkeley 2004 — 2008
B.A., Economics, French
Craig Minoff Craig Minoff's JPMorgan Experience June 2009 - August 2009
Job Product Strategy, FP&A at Airbnb
Industry Leisure, Travel & Tourism
Experience
Airbnb September 2014 - Present
Grouper January 2013 - July 2014
The Boston Consulting Group October 2012 - January 2013
Teach for Argentina November 2012 - December 2012
The Boston Consulting Group October 2010 - September 2012
Yale Economic Review 2006 - May 2010
JPMorgan June 2009 - August 2009
Levy Restaurants May 2005 - August 2008
TransMarket Group May 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Strategy, Due Diligence, Business Strategy, Financial Analysis, Competitive Analysis, Corporate Development, Economics, Valuation, Entrepreneurship, Venture Capital, Start-ups, Business Analysis, Oral & Written..., Strategic Consulting, Social Media
Education
Yale University 2006 — 2010
Bachelor of Arts, Economics, Distinction in the Major
Universidad de Salamanca 2008 — 2008
New Trier 2002 — 2006
Airbnb September 2014 - Present
Grouper January 2013 - July 2014
The Boston Consulting Group October 2012 - January 2013
Teach for Argentina November 2012 - December 2012
The Boston Consulting Group October 2010 - September 2012
Yale Economic Review 2006 - May 2010
JPMorgan June 2009 - August 2009
Levy Restaurants May 2005 - August 2008
TransMarket Group May 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Strategy, Due Diligence, Business Strategy, Financial Analysis, Competitive Analysis, Corporate Development, Economics, Valuation, Entrepreneurship, Venture Capital, Start-ups, Business Analysis, Oral & Written..., Strategic Consulting, Social Media
Education
Yale University 2006 — 2010
Bachelor of Arts, Economics, Distinction in the Major
Universidad de Salamanca 2008 — 2008
New Trier 2002 — 2006
Gene Matthews Gene Matthews's JPMorgan Experience January 1995 - September 1998
Job CTO at PennyOwl
Industry Internet
Experience
PennyOwl April 2014 - Present
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase February 2010 - January 2013
JPMorgan Chase November 2008 - February 2010
JPMorgan Chase July 2007 - October 2008
Barclays Capital May 2005 - June 2007
JPMorgan Chase April 2004 - April 2005
JPMorgan Chase January 2001 - March 2004
JP Morgan September 1998 - January 2001
JPMorgan January 1995 - September 1998
Skills
Investment Banking, Management, Risk Management, Equities, Trading Systems, Electronic Trading, Credit Derivatives, Derivatives
Education
University College Dublin 1990 — 1994
First Class Honours, Electronic Engineering (BE)
PennyOwl April 2014 - Present
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase February 2010 - January 2013
JPMorgan Chase November 2008 - February 2010
JPMorgan Chase July 2007 - October 2008
Barclays Capital May 2005 - June 2007
JPMorgan Chase April 2004 - April 2005
JPMorgan Chase January 2001 - March 2004
JP Morgan September 1998 - January 2001
JPMorgan January 1995 - September 1998
Skills
Investment Banking, Management, Risk Management, Equities, Trading Systems, Electronic Trading, Credit Derivatives, Derivatives
Education
University College Dublin 1990 — 1994
First Class Honours, Electronic Engineering (BE)
Allison Silvers Allison Silvers's JPMorgan Experience June 2008 - August 2009
Job Strategy, operations, and management professional
Industry Financial Services
Experience
ZestFinance May 2015 - Present
PwC - PricewaterhouseCoopers July 2012 - April 2015
UCLA Anderson School of Management June 2010 - June 2012
Cornerstone Research 2011 - 2011
JPMorgan June 2008 - August 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Skills
Strategy, Business Strategy, Financial Modeling, Business Development, Management Consulting, Financial Analysis, Management, Start-ups, Analytics, Digital Strategy, Customer Experience, Strategic Operations, Financial Services, Corporate Finance, Real Estate Financing, Due Diligence, Valuation, Finance, Loan Origination, Automotive
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Strategy and Finance
Washington University in St. Louis
Majors: Business, Psychology
ZestFinance May 2015 - Present
PwC - PricewaterhouseCoopers July 2012 - April 2015
UCLA Anderson School of Management June 2010 - June 2012
Cornerstone Research 2011 - 2011
JPMorgan June 2008 - August 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Skills
Strategy, Business Strategy, Financial Modeling, Business Development, Management Consulting, Financial Analysis, Management, Start-ups, Analytics, Digital Strategy, Customer Experience, Strategic Operations, Financial Services, Corporate Finance, Real Estate Financing, Due Diligence, Valuation, Finance, Loan Origination, Automotive
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Strategy and Finance
Washington University in St. Louis
Majors: Business, Psychology
James Conway James Conway's JPMorgan Experience October 2006 - September 2008
Job Account Development Strategist, National Accounts
Industry Computer Software
Experience
Defran Systems July 2012 - January 2013
DATIS June 2011 - July 2012
Fidelity Investments November 2008 - February 2011
JPMorgan October 2006 - September 2008
JP Morgan Chase March 2004 - October 2006
Lehman Brothers August 1998 - March 2003
Skills
Business Analysis, Program Management, Business Development, CRM, Business Intelligence, Prime Brokerage, Hedge Funds, Strategy, Investment Banking, Requirements Analysis, FX Options, Trading, Financial Services, Account Management, Integration, Management, Investments, Leadership, Enterprise Software, Business Planning, Trading Systems, Fixed Income, Finance, Databases, Software Development, Relationship Management, SaaS, Executive Management, Entrepreneurship, Sales, Training, Professional Services
Education
University of Arizona 1993 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
WT Clarke 1987 — 1993
High school
Defran Systems July 2012 - January 2013
DATIS June 2011 - July 2012
Fidelity Investments November 2008 - February 2011
JPMorgan October 2006 - September 2008
JP Morgan Chase March 2004 - October 2006
Lehman Brothers August 1998 - March 2003
Skills
Business Analysis, Program Management, Business Development, CRM, Business Intelligence, Prime Brokerage, Hedge Funds, Strategy, Investment Banking, Requirements Analysis, FX Options, Trading, Financial Services, Account Management, Integration, Management, Investments, Leadership, Enterprise Software, Business Planning, Trading Systems, Fixed Income, Finance, Databases, Software Development, Relationship Management, SaaS, Executive Management, Entrepreneurship, Sales, Training, Professional Services
Education
University of Arizona 1993 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
WT Clarke 1987 — 1993
High school
Danae Ringelmann, CFA Danae Ringelmann, CFA's JPMorgan Experience 2000 - 2004
Job Founder & Chief Development Officer at Indiegogo
Industry Fund-Raising
Experience
Indiegogo 2006 - Present
Indiegogo 2006 - 2013
Double Day 1978 - 2009
Lester Center for Entrepreneurship & Innovation, University of California at Berkeley, 2006 - 2007
Cowen & Co. 2004 - 2006
Wall Street Wizards 2004 - 2005
JPMorgan 2000 - 2004
Skills
Fundraising, Start-ups, Leadership, Entrepreneurship, Content Strategy, Venture Capital, Video, Film Production, Entertainment, Product Management, Social Networking, Project Management, Public Speaking, Investment Banking, Strategic Partnerships, Business Strategy, Strategy, Social Media, Social Media Marketing, E-commerce, Social Entrepreneurship, Financial Modeling, Hedge Funds, Customer Service, New Media, Digital Media, Business Development, User Experience, Strategic Planning, Analytics, Mergers & Acquisitions, Awesomeness, General Awesomeness
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of North Carolina at Chapel Hill 1996 — 2000
BA
Indiegogo 2006 - Present
Indiegogo 2006 - 2013
Double Day 1978 - 2009
Lester Center for Entrepreneurship & Innovation, University of California at Berkeley, 2006 - 2007
Cowen & Co. 2004 - 2006
Wall Street Wizards 2004 - 2005
JPMorgan 2000 - 2004
Skills
Fundraising, Start-ups, Leadership, Entrepreneurship, Content Strategy, Venture Capital, Video, Film Production, Entertainment, Product Management, Social Networking, Project Management, Public Speaking, Investment Banking, Strategic Partnerships, Business Strategy, Strategy, Social Media, Social Media Marketing, E-commerce, Social Entrepreneurship, Financial Modeling, Hedge Funds, Customer Service, New Media, Digital Media, Business Development, User Experience, Strategic Planning, Analytics, Mergers & Acquisitions, Awesomeness, General Awesomeness
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of North Carolina at Chapel Hill 1996 — 2000
BA
Robert Samuels Robert Samuels's JPMorgan Experience 2002 - 2008
Job Executive Director, Senior Consumer Analyst UBS Wealth Management CIO
Industry Financial Services
Experience
UBS Wealth Management, Chief Investment Office August 2012 - Present
WJB Capital Group, Inc. April 2011 - January 2012
Oppenheimer & Co. August 2008 - April 2010
JPMorgan 2002 - 2008
Bear Stearns 2001 - 2002
Skills
Industry Analysis, Strategic Thinking, Market Research, Valuation, Financial Modeling, Equity Research, Retail, Financial Analysis, Equities, Apparel, Sporting Goods, Softlines, Competitive Analysis, Athletic Footwear, Athletic Apparel, Department Stores, Hardlines, Restaurants, Luxury Goods, Cruise Lines, Asset Managment, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Securities, Investments, Bloomberg, Asset Allocation, Portfolio Management, Investment Banking, Equity Derivatives, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Tufts University 1992 — 1996
BA, Economics
UBS Wealth Management, Chief Investment Office August 2012 - Present
WJB Capital Group, Inc. April 2011 - January 2012
Oppenheimer & Co. August 2008 - April 2010
JPMorgan 2002 - 2008
Bear Stearns 2001 - 2002
Skills
Industry Analysis, Strategic Thinking, Market Research, Valuation, Financial Modeling, Equity Research, Retail, Financial Analysis, Equities, Apparel, Sporting Goods, Softlines, Competitive Analysis, Athletic Footwear, Athletic Apparel, Department Stores, Hardlines, Restaurants, Luxury Goods, Cruise Lines, Asset Managment, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Securities, Investments, Bloomberg, Asset Allocation, Portfolio Management, Investment Banking, Equity Derivatives, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Tufts University 1992 — 1996
BA, Economics
Cena Iverson Cena Iverson's JPMorgan Experience 1996 - Present
Job Vice President Agile Product Owner at J.P. Morgan
Industry Computer Software
Experience
J.P. Morgan January 2014 - Present
JPMorgan Retirement Plan Services June 2013 - Present
J.P. Morgan Retirement Plan Services January 2002 - Present
JPMorgan 1996 - Present
J.P. Morgan 1991 - 2010
American Century Investments October 1996 - January 2002
American Century Investments February 1993 - October 1996
Skills
JCL, Requirements Analysis, DB2, SDLC, COBOL, Mainframe
Education
University of Central Missouri 1980 — 1984
Computer Science & Math Functional Major, Math and computer engineering
J.P. Morgan January 2014 - Present
JPMorgan Retirement Plan Services June 2013 - Present
J.P. Morgan Retirement Plan Services January 2002 - Present
JPMorgan 1996 - Present
J.P. Morgan 1991 - 2010
American Century Investments October 1996 - January 2002
American Century Investments February 1993 - October 1996
Skills
JCL, Requirements Analysis, DB2, SDLC, COBOL, Mainframe
Education
University of Central Missouri 1980 — 1984
Computer Science & Math Functional Major, Math and computer engineering
Jordan Cohen Jordan Cohen's JPMorgan Experience June 2009 - June 2011
Job Director at Saban Capital Group
Industry Venture Capital & Private Equity
Experience
Saban Capital Group July 2013 - Present
Saban Capital Group July 2011 - July 2013
JPMorgan June 2009 - June 2011
JPMorgan June 2008 - August 2008
National Capital Companies, LLC January 2008 - May 2008
America's Growth Capital June 2007 - August 2007
Education
Tufts University 2005 — 2009
B.A.
Saban Capital Group July 2013 - Present
Saban Capital Group July 2011 - July 2013
JPMorgan June 2009 - June 2011
JPMorgan June 2008 - August 2008
National Capital Companies, LLC January 2008 - May 2008
America's Growth Capital June 2007 - August 2007
Education
Tufts University 2005 — 2009
B.A.
Vineet Potdar - MS, MIS's JPMorgan Experience June 2010 - August 2010
Job Business Project Manager at Aetna
Industry Information Services
Experience
Aetna October 2013 - Present
Aetna April 2011 - October 2013
The University of Arizona September 2009 - January 2011
JPMorgan June 2010 - August 2010
JPMorgan June 2007 - June 2009
Skills
IT Project & Program..., Business Analysis, Requirements Gathering, Requirements Analysis, Testing, Leadership, Java, UML, Project Management, MS Project, Visio, Business Intelligence, SDLC, Data Analysis, Microsoft SQL Server, VBA, Unix, Business Requirements, User Acceptance Testing, SSIS, Requirements..., SQL, Unix Shell Scripting, JSP, Servlets, Struts2, Hibernate, HTML, Eclipse, ERD, Subversion, Microsoft Office, Software Design, Database Design, Microstrategy, OBIEE, C#, T-SQL, Process Improvement, Systems Analysis, Shell Scripting, ETL, Object Oriented Design, Databases, Analysis
Education
University of Arizona 2009 — 2010
Masters, Management Information Systems
University of Mumbai 2003 — 2007
B.E, Information Technology
Vivek Vidyalaya 2001 — 2003
High School, High School/Secondary Diplomas and Certificates
Aetna October 2013 - Present
Aetna April 2011 - October 2013
The University of Arizona September 2009 - January 2011
JPMorgan June 2010 - August 2010
JPMorgan June 2007 - June 2009
Skills
IT Project & Program..., Business Analysis, Requirements Gathering, Requirements Analysis, Testing, Leadership, Java, UML, Project Management, MS Project, Visio, Business Intelligence, SDLC, Data Analysis, Microsoft SQL Server, VBA, Unix, Business Requirements, User Acceptance Testing, SSIS, Requirements..., SQL, Unix Shell Scripting, JSP, Servlets, Struts2, Hibernate, HTML, Eclipse, ERD, Subversion, Microsoft Office, Software Design, Database Design, Microstrategy, OBIEE, C#, T-SQL, Process Improvement, Systems Analysis, Shell Scripting, ETL, Object Oriented Design, Databases, Analysis
Education
University of Arizona 2009 — 2010
Masters, Management Information Systems
University of Mumbai 2003 — 2007
B.E, Information Technology
Vivek Vidyalaya 2001 — 2003
High School, High School/Secondary Diplomas and Certificates
Andres Rormoser's JPMorgan Experience January 1998 - March 2001
Job CoFounder at PDA International
Industry Marketing and Advertising
Experience
PDA International January 2005 - Present
HostClick September 2014 - Present
LeadsBtoB January 2014 - July 2015
Dimdix May 2008 - April 2009
Witcom WISP July 2002 - December 2004
EPB & A March 2001 - July 2002
JPMorgan January 1998 - March 2001
Latincompras.com April 2000 - December 2000
EDS January 1996 - January 1997
LV&D Sistemas January 1994 - December 1994
Skills
Online Marketing, SEO, SQL, Programming, Team Leadership, Software Development, Web Development, Project Management, Business Development, Entrepreneurship, Databases, Technology Management, Information Technology, Digital Marketing, Start-ups, Telecommunications, Management, Social Networking, Human Resources, Business Analysis, Organizational..., E-commerce, Recruiting, Software Project..., Management Consulting, Networking, Talent Management, Coaching, Mobile Applications, Executive Coaching, Web 2.0, Team Management, HR Consulting, Leadership, Strategic Planning, Analysis, Strategy, Performance Management, Training, Leadership Development, Executive Management, Employee Engagement, Personnel Management, Team Building, Emotional Intelligence, Consulting, Employer Branding, HR Transformation, Organizational Design
Education
Universidad Tecnológica Nacional 1993 — 2000
Bachelor, Computer Science
Instituto Manuel Dorrego
High School
PDA International January 2005 - Present
HostClick September 2014 - Present
LeadsBtoB January 2014 - July 2015
Dimdix May 2008 - April 2009
Witcom WISP July 2002 - December 2004
EPB & A March 2001 - July 2002
JPMorgan January 1998 - March 2001
Latincompras.com April 2000 - December 2000
EDS January 1996 - January 1997
LV&D Sistemas January 1994 - December 1994
Skills
Online Marketing, SEO, SQL, Programming, Team Leadership, Software Development, Web Development, Project Management, Business Development, Entrepreneurship, Databases, Technology Management, Information Technology, Digital Marketing, Start-ups, Telecommunications, Management, Social Networking, Human Resources, Business Analysis, Organizational..., E-commerce, Recruiting, Software Project..., Management Consulting, Networking, Talent Management, Coaching, Mobile Applications, Executive Coaching, Web 2.0, Team Management, HR Consulting, Leadership, Strategic Planning, Analysis, Strategy, Performance Management, Training, Leadership Development, Executive Management, Employee Engagement, Personnel Management, Team Building, Emotional Intelligence, Consulting, Employer Branding, HR Transformation, Organizational Design
Education
Universidad Tecnológica Nacional 1993 — 2000
Bachelor, Computer Science
Instituto Manuel Dorrego
High School
Alex Limbrunner Alex Limbrunner's JPMorgan Experience 1996 - 2001
Job Senior Consultant at CGI
Industry Information Technology and Services
Experience
CGI January 2007 - Present
Secure Technologies International Inc. September 2002 - January 2007
JPMorgan 1996 - 2001
Universidad de Buenos Aires 1995 - 1997
Skills
Security, Information Security, Information Security..., Computer Security, IDS, Antivirus, Firewalls, Teamwork, Problem Solving, Unified Threat..., Unix Shell Scripting, Unix, Team Leadership, Endpoint Security, Symantec Endpoint..., McAfee, Network Security, ITIL, VPN, Vulnerability Assessment, IT Management, Virtualization, Incident Management, Enterprise Architecture, Solaris, Disaster Recovery, ISO 27001, Solution Architecture, Network Architecture, VMware
Education
University of Buenos Aires 1988 — 2000
Masters, Computer Science
Escuela Tecnica ORT 1982 — 1987
Technician, Chemistry
CGI January 2007 - Present
Secure Technologies International Inc. September 2002 - January 2007
JPMorgan 1996 - 2001
Universidad de Buenos Aires 1995 - 1997
Skills
Security, Information Security, Information Security..., Computer Security, IDS, Antivirus, Firewalls, Teamwork, Problem Solving, Unified Threat..., Unix Shell Scripting, Unix, Team Leadership, Endpoint Security, Symantec Endpoint..., McAfee, Network Security, ITIL, VPN, Vulnerability Assessment, IT Management, Virtualization, Incident Management, Enterprise Architecture, Solaris, Disaster Recovery, ISO 27001, Solution Architecture, Network Architecture, VMware
Education
University of Buenos Aires 1988 — 2000
Masters, Computer Science
Escuela Tecnica ORT 1982 — 1987
Technician, Chemistry
Gregg Balderrama, CFA, CAIA Gregg Balderrama, CFA, CAIA's JPMorgan Experience 2006 - 2007
Job Portfolio Manager at Mutual of Omaha Bank
Industry Investment Management
Experience
Mutual of Omaha Bank May 2012 - Present
Jay Penney, LLC October 2011 - December 2011
Tailwind Investment Management, LLC February 2011 - June 2011
Harris Private Bank March 2007 - November 2010
JPMorgan 2006 - 2007
Employers Insurance Group 2003 - 2006
UBS 2002 - 2003
Skills
Fixed Income, Treasury Management, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Wealth Management, Equities, Financial Services, Economics, Investment Management, Finance, Securities
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Finance and Accounting
Brophy College Preparatory 1993 — 1997
Mutual of Omaha Bank May 2012 - Present
Jay Penney, LLC October 2011 - December 2011
Tailwind Investment Management, LLC February 2011 - June 2011
Harris Private Bank March 2007 - November 2010
JPMorgan 2006 - 2007
Employers Insurance Group 2003 - 2006
UBS 2002 - 2003
Skills
Fixed Income, Treasury Management, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Wealth Management, Equities, Financial Services, Economics, Investment Management, Finance, Securities
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Finance and Accounting
Brophy College Preparatory 1993 — 1997
Kirk Carr's JPMorgan Experience May 2007 - May 2012
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Group One Trading, LP May 2012 - December 2014
JPMorgan May 2007 - May 2012
Dresdner Kleinwort Wasserstein December 2004 - March 2007
Group One Trading, LP July 2000 - November 2004
Skills
Options, Equity Derivatives, Equities, Trading, Derivatives, Proprietary Trading, Portfolio Management, Series 7, Equity Trading, Sailing, Structured Products, Risk Management, Hedge Funds, Series 63, Financial Analysis, Customer Service, Business Analysis, Process Improvement, FINRA, Series 4, Series 55, aPRM Designation
Education
Tufts University 1999 — 2000
Master of Arts (M.A.), Economics
Tufts University 1995 — 1999
Bachelor of Science (B.S.), Mathematics and Quantitative Economics
The Northfield Mount Hermon School 1993 — 1995
Bank of America February 2015 - Present
Group One Trading, LP May 2012 - December 2014
JPMorgan May 2007 - May 2012
Dresdner Kleinwort Wasserstein December 2004 - March 2007
Group One Trading, LP July 2000 - November 2004
Skills
Options, Equity Derivatives, Equities, Trading, Derivatives, Proprietary Trading, Portfolio Management, Series 7, Equity Trading, Sailing, Structured Products, Risk Management, Hedge Funds, Series 63, Financial Analysis, Customer Service, Business Analysis, Process Improvement, FINRA, Series 4, Series 55, aPRM Designation
Education
Tufts University 1999 — 2000
Master of Arts (M.A.), Economics
Tufts University 1995 — 1999
Bachelor of Science (B.S.), Mathematics and Quantitative Economics
The Northfield Mount Hermon School 1993 — 1995
Caleb Hogan's JPMorgan Experience July 2011 - April 2014
Job Research Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2014 - Present
JPMorgan July 2011 - April 2014
Tulane University January 2011 - May 2011
Tulane University August 2010 - December 2010
Skills
Equities, Investments, Portfolio Management, Bloomberg, Equity Research, Banking, Finance, Research, Valuation, Financial Modeling, Asset Managment, Financial Analysis, Bloomberg Terminal
Education
Tulane University 2007 — 2011
BSM, Finance, Mathematics
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance
Fontainebleau High School 2002 — 2006
J.P. Morgan Asset Management May 2014 - Present
JPMorgan July 2011 - April 2014
Tulane University January 2011 - May 2011
Tulane University August 2010 - December 2010
Skills
Equities, Investments, Portfolio Management, Bloomberg, Equity Research, Banking, Finance, Research, Valuation, Financial Modeling, Asset Managment, Financial Analysis, Bloomberg Terminal
Education
Tulane University 2007 — 2011
BSM, Finance, Mathematics
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance
Fontainebleau High School 2002 — 2006
Meghan Vaughn Meghan Vaughn's JPMorgan Experience 2004 - 2009
Job Experienced Event Manager Events
Industry Events Services
Experience
salesforce.com September 2014 - Present
Event Management October 2012 - Present
Bloomberg LP November 2013 - August 2014
Oracle 2012 - 2013
RightNow 2010 - October 2012
JPMorgan 2004 - 2009
Skills
Event Management, Social Media, Product Marketing, Sales Support, Program Management, Training Coordination, Trade Show Coordination, Special Events, Corporate Events, Wedding Planning, Trade Shows, Sales Operations, Event Planning, Training, Email Marketing, Social Media Marketing
Education
University of California, Davis
Bachelor of Arts (B.A.)
University of Sydney
Bachelor of Arts (BA)
salesforce.com September 2014 - Present
Event Management October 2012 - Present
Bloomberg LP November 2013 - August 2014
Oracle 2012 - 2013
RightNow 2010 - October 2012
JPMorgan 2004 - 2009
Skills
Event Management, Social Media, Product Marketing, Sales Support, Program Management, Training Coordination, Trade Show Coordination, Special Events, Corporate Events, Wedding Planning, Trade Shows, Sales Operations, Event Planning, Training, Email Marketing, Social Media Marketing
Education
University of California, Davis
Bachelor of Arts (B.A.)
University of Sydney
Bachelor of Arts (BA)
Jill Mandarino's JPMorgan Experience July 2007 - June 2009
Job Vice President at Cowen Group
Industry Financial Services
Experience
Cowen Group November 2012 - Present
Kellner DiLeo March 2011 - April 2013
JPMorgan July 2007 - June 2009
Daiwa Securities June 2006 - June 2007
Nomura Securities June 2004 - June 2006
Education
Tulane University - A.B. Freeman School of Business 2000 — 2004
BS, Business
Cowen Group November 2012 - Present
Kellner DiLeo March 2011 - April 2013
JPMorgan July 2007 - June 2009
Daiwa Securities June 2006 - June 2007
Nomura Securities June 2004 - June 2006
Education
Tulane University - A.B. Freeman School of Business 2000 — 2004
BS, Business
Charles Neveu Charles Neveu's JPMorgan Experience October 2007 - June 2011
Job Stayathome Father, Available to work PartTime from Home
Industry Accounting
Experience
Crowe Horwath LLP September 2014 - June 2015
JPMorgan October 2007 - June 2011
Wells Fargo Financial 2005 - 2007
United States Marine Corps 1998 - 2003
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Management, Time Management, Equities, Finance, Financial Analysis, Securities, Fixed Income, Financial Reporting, Microsoft Word, Teamwork, Auditing, Customer Service
Education
University of Tennessee-Knoxville 2013 — 2014
Masters of Accountancy, Accounting
University of Tennessee-Knoxville 2012 — 2013
Bachelors of Science, Accounting
University of Arizona, Eller College of Management 2003 — 2006
Bachelors of Science, Finance
Crowe Horwath LLP September 2014 - June 2015
JPMorgan October 2007 - June 2011
Wells Fargo Financial 2005 - 2007
United States Marine Corps 1998 - 2003
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Management, Time Management, Equities, Finance, Financial Analysis, Securities, Fixed Income, Financial Reporting, Microsoft Word, Teamwork, Auditing, Customer Service
Education
University of Tennessee-Knoxville 2013 — 2014
Masters of Accountancy, Accounting
University of Tennessee-Knoxville 2012 — 2013
Bachelors of Science, Accounting
University of Arizona, Eller College of Management 2003 — 2006
Bachelors of Science, Finance
Kakoli Karmakar Kakoli Karmakar's JPMorgan Experience February 2007 - Present
Job VP, Application Development Manager at JPMorgan
Industry Investment Banking
Experience
JPMorgan February 2007 - Present
Lexicon Pharmaceuticals April 2004 - February 2007
American Bureau of Shipping March 1997 - April 2004
Skills
Hibernate, Weblogic, JMS, PL/SQL, Software Development, AJAX
Education
University of Calcutta 1992 — 1995
Btech, Computer Science
University of Calcutta 1989 — 1992
BS, Physics
JPMorgan February 2007 - Present
Lexicon Pharmaceuticals April 2004 - February 2007
American Bureau of Shipping March 1997 - April 2004
Skills
Hibernate, Weblogic, JMS, PL/SQL, Software Development, AJAX
Education
University of Calcutta 1992 — 1995
Btech, Computer Science
University of Calcutta 1989 — 1992
BS, Physics
Jen Cressman Jen Cressman's JPMorgan Experience July 2005 - June 2007
Job Associate Brand Manager at Nestlé USA
Industry Consumer Goods
Experience
Nestlé USA September 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Estee Lauder July 2007 - July 2010
JPMorgan July 2005 - June 2007
Skills
Competitive Analysis, Market Research, New Business Development, Strategy, Management, Financial Modeling, Brand Management
Education
UCLA Anderson School of Management 2010 — 2012
University of Minnesota - Carlson School of Management 2001 — 2005
BS, Finance, Marketing
Nestlé USA September 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Estee Lauder July 2007 - July 2010
JPMorgan July 2005 - June 2007
Skills
Competitive Analysis, Market Research, New Business Development, Strategy, Management, Financial Modeling, Brand Management
Education
UCLA Anderson School of Management 2010 — 2012
University of Minnesota - Carlson School of Management 2001 — 2005
BS, Finance, Marketing
Alfredo Wang Alfredo Wang's JPMorgan Experience 1998 - 2007
Job Vice President at Antares Capital
Industry Banking
Experience
Antares Capital August 2015 - Present
GE Capital January 2008 - August 2015
JPMorgan 1998 - 2007
Education
Universidade de São Paulo 1997 — 2001
Business Administration, Business Management, Economics, Accounting, Finance, Marketing
Antares Capital August 2015 - Present
GE Capital January 2008 - August 2015
JPMorgan 1998 - 2007
Education
Universidade de São Paulo 1997 — 2001
Business Administration, Business Management, Economics, Accounting, Finance, Marketing
Ron Pillar Ron Pillar's JPMorgan Experience February 2000 - January 2009
Job Co Founder at Pillar Capital Advisors LLC
Industry Investment Banking
Experience
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Robert Baron Robert Baron's JPMorgan Experience April 2009 - Present
Job Managing Director at JPMorgan
Industry Investment Management
Experience
JPMorgan April 2009 - Present
Trust Company of the West April 2007 - December 2008
Citigroup August 1993 - February 2007
CB Richard Ellis 1989 - 1991
Skills
Corporate Finance, Derivatives, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Bonds, Asset Management, Portfolio Management, Investments, Investment Strategies, Series 7, Structured Products, Financial Analysis, Credit Analysis, Wealth Management, Trading, Asset Allocation, Series 63, Structured Finance, Equities, Private Equity, Finance, Commodity, Credit, Institutional...
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of California, Berkeley 1984 — 1988
BS, Business Administration
JPMorgan April 2009 - Present
Trust Company of the West April 2007 - December 2008
Citigroup August 1993 - February 2007
CB Richard Ellis 1989 - 1991
Skills
Corporate Finance, Derivatives, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Bonds, Asset Management, Portfolio Management, Investments, Investment Strategies, Series 7, Structured Products, Financial Analysis, Credit Analysis, Wealth Management, Trading, Asset Allocation, Series 63, Structured Finance, Equities, Private Equity, Finance, Commodity, Credit, Institutional...
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of California, Berkeley 1984 — 1988
BS, Business Administration
Declan Ryan Declan Ryan's JPMorgan Experience 2000 - 2006
Job Head of Sales and Investor Relations at Systematica Investments
Industry Financial Services
Experience
Systematica Investments January 2015 - Present
BlueCrest Capital Management, LLP May 2011 - December 2014
UBS O'Connor LLC 2006 - May 2011
JPMorgan 2000 - 2006
Skills
CRM, Hedge Funds, Asset Management, Capital, Risk Management, Alternative Investments, Credit, Equities, Fixed Income, Investments, Investor Relations, Options, Investment Banking, Investment Management, Private Equity, Investment Strategies, Derivatives, Trading, Capital Markets, Financial Modeling, Asset Allocation, Portfolio Management, Due Diligence, Bloomberg
Education
University College Dublin 1991 — 1995
BBLS, Business and Law
Systematica Investments January 2015 - Present
BlueCrest Capital Management, LLP May 2011 - December 2014
UBS O'Connor LLC 2006 - May 2011
JPMorgan 2000 - 2006
Skills
CRM, Hedge Funds, Asset Management, Capital, Risk Management, Alternative Investments, Credit, Equities, Fixed Income, Investments, Investor Relations, Options, Investment Banking, Investment Management, Private Equity, Investment Strategies, Derivatives, Trading, Capital Markets, Financial Modeling, Asset Allocation, Portfolio Management, Due Diligence, Bloomberg
Education
University College Dublin 1991 — 1995
BBLS, Business and Law
Maxim Trokhimtchouk Maxim Trokhimtchouk's JPMorgan Experience 2009 - 2011
Job Lead Quantitative Developer at Engineers Gate LP
Industry Investment Banking
Experience
Engineers Gate LP April 2014 - Present
Ideanudge LLC May 2013 - Present
Citadel Investment Group January 2012 - March 2013
J.P. Morgan January 2011 - December 2011
JPMorgan 2009 - 2011
JPMorgan 2008 - 2008
Skills
Quantitative Finance, Trading Systems, Electronic Trading, Risk Management, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Equities, Quantitative Research, Software Architectural..., FX Options, Options, Financial Markets, High Frequency Trading, Trading, Market Data, Interest Rate..., Capital Markets, Bloomberg, Trading Strategies, Hedge Funds, Securities, Credit Derivatives, Proprietary Trading, Quantitative Investing
Education
University of California, Berkeley 2004 — 2009
PhD, Mathematics
University of Toronto - Innis College 2000 — 2004
Bachelor of Science (B.Sc.), Mathematics
Etobicoke Collegiate Institute
Engineers Gate LP April 2014 - Present
Ideanudge LLC May 2013 - Present
Citadel Investment Group January 2012 - March 2013
J.P. Morgan January 2011 - December 2011
JPMorgan 2009 - 2011
JPMorgan 2008 - 2008
Skills
Quantitative Finance, Trading Systems, Electronic Trading, Risk Management, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Equities, Quantitative Research, Software Architectural..., FX Options, Options, Financial Markets, High Frequency Trading, Trading, Market Data, Interest Rate..., Capital Markets, Bloomberg, Trading Strategies, Hedge Funds, Securities, Credit Derivatives, Proprietary Trading, Quantitative Investing
Education
University of California, Berkeley 2004 — 2009
PhD, Mathematics
University of Toronto - Innis College 2000 — 2004
Bachelor of Science (B.Sc.), Mathematics
Etobicoke Collegiate Institute
Eric S. Hoffman, PhD Eric S. Hoffman, PhD's JPMorgan Experience May 2004 - July 2006
Job Chief Business Officer at Genocea
Industry Biotechnology
Experience
Genocea Biosciences December 2014 - Present
Idenix Pharmaceuticals January 2012 - September 2014
Idenix Pharmaceuticals January 2011 - December 2011
Biogen Idec March 2010 - January 2011
Biogen Idec July 2006 - April 2010
JPMorgan May 2004 - July 2006
Schwab Soundview Capital Markets March 2004 - May 2004
Bear Stearns January 2001 - March 2004
King's College London January 1999 - December 2000
Skills
Biotechnology, Immunology, Business Development, Investor Relations, Clinical Development, Oncology, Biopharmaceuticals, Drug Development, Strategy, Strategic Planning, Financial Modeling, Due Diligence, Corporate Communications, Clinical Trials, Equity Research
Education
Yale University 1992 — 1998
Ph.D., Immunobiology
Trinity University 1988 — 1992
B.S., Biology
Carroll High School
Genocea Biosciences December 2014 - Present
Idenix Pharmaceuticals January 2012 - September 2014
Idenix Pharmaceuticals January 2011 - December 2011
Biogen Idec March 2010 - January 2011
Biogen Idec July 2006 - April 2010
JPMorgan May 2004 - July 2006
Schwab Soundview Capital Markets March 2004 - May 2004
Bear Stearns January 2001 - March 2004
King's College London January 1999 - December 2000
Skills
Biotechnology, Immunology, Business Development, Investor Relations, Clinical Development, Oncology, Biopharmaceuticals, Drug Development, Strategy, Strategic Planning, Financial Modeling, Due Diligence, Corporate Communications, Clinical Trials, Equity Research
Education
Yale University 1992 — 1998
Ph.D., Immunobiology
Trinity University 1988 — 1992
B.S., Biology
Carroll High School
Paul Kraszewski's JPMorgan Experience 1998 - 2009
Job Vice President, Market Director, PNC Institutional Asset Management & Director, PNC Capital Advisors at PNC
Industry Investment Management
Experience
PNC August 2013 - Present
HSBC January 2011 - November 2011
JPMorgan 1998 - 2009
Lexington Management Corp. 1988 - 1996
Skills
Investments, Portfolio Management, Securities, Global Custody, Asset Managment, Equities, Asset Management, Financial Services, Financial Markets, Private Equity, Derivatives, New Business Development, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Emerging Markets, Sales Management, Hedge Funds, Business Development, CRM, Fixed Income, Relationship Management, International Fund..., Securities Services
Education
Tufts University
BA
PNC August 2013 - Present
HSBC January 2011 - November 2011
JPMorgan 1998 - 2009
Lexington Management Corp. 1988 - 1996
Skills
Investments, Portfolio Management, Securities, Global Custody, Asset Managment, Equities, Asset Management, Financial Services, Financial Markets, Private Equity, Derivatives, New Business Development, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Emerging Markets, Sales Management, Hedge Funds, Business Development, CRM, Fixed Income, Relationship Management, International Fund..., Securities Services
Education
Tufts University
BA
Cynthia M. Hatchett's JPMorgan Experience June 2002 - November 2008
Job Founder at Anew Legacy For Living
Industry Legal Services
Experience
The Hatchett Law Firm November 1991 - Present
Anew Legacy For Living 2014 - Present
Silpada Designs Jewelry May 2009 - Present
JPMorgan June 2002 - November 2008
Skills
Litigation, Fundraising, Entrepreneurship, Estate Planning, Guardianship, Small Business, Real Estate, Legal Research, Estate Law, Fiduciary, Mediation, Civil Litigation
Education
University of Houston Law Center 1987 — 1991
JD/MBA
University of Houston, C.T. Bauer College of Business 1987 — 1991
MBA, JD/MBA
UCLA 1982 — 1987
BA, Political Science/Business Administration
The Hatchett Law Firm November 1991 - Present
Anew Legacy For Living 2014 - Present
Silpada Designs Jewelry May 2009 - Present
JPMorgan June 2002 - November 2008
Skills
Litigation, Fundraising, Entrepreneurship, Estate Planning, Guardianship, Small Business, Real Estate, Legal Research, Estate Law, Fiduciary, Mediation, Civil Litigation
Education
University of Houston Law Center 1987 — 1991
JD/MBA
University of Houston, C.T. Bauer College of Business 1987 — 1991
MBA, JD/MBA
UCLA 1982 — 1987
BA, Political Science/Business Administration
Donatas Ivanavicius Donatas Ivanavicius's JPMorgan Experience August 2009 - September 2011
Job Client Onboarding for FX Business at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2012 - Present
Citi January 2012 - June 2012
JPMorgan August 2009 - September 2011
UBS June 2006 - May 2009
UBS Investment Bank October 2003 - September 2006
Education
University of Bridgeport 2001 — 2004
Master of Business Administration (MBA), Finance
Kaunas University Of Technology 1995 — 2000
Mechanical Engineering
Credit Suisse June 2012 - Present
Citi January 2012 - June 2012
JPMorgan August 2009 - September 2011
UBS June 2006 - May 2009
UBS Investment Bank October 2003 - September 2006
Education
University of Bridgeport 2001 — 2004
Master of Business Administration (MBA), Finance
Kaunas University Of Technology 1995 — 2000
Mechanical Engineering
LisaMarie Casey LisaMarie Casey's JPMorgan Experience 1994 - 2001
Job Selfemployed
Industry Computer Software
Experience
Consulting - Project Management October 2014 - June 2015
NYC Private School(s) 2008 - 2013
Golden Seeds April 2004 - 2006
Morganae 2001 - 2003
JPMorgan 1994 - 2001
SHL Systemhouse 1992 - 1994
IBM 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
J.P. Morgan 1985 - 1988
Skills
Program Management, Business Analysis, Software Development, SDLC, Strategic Planning, Teaching, IT Strategy, Start-ups, Process Improvement, SQL, Risk Management, Vendor Management, Fixed Income, Equities, Investment Banking, Derivatives, Strategy, Management Consulting, Executive Management, Mergers & Acquisitions, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
M.B.A., Finance
University at Albany, SUNY 1981 — 1985
B.S., Management Information Systems
SWR High School 1978 — 1981
Consulting - Project Management October 2014 - June 2015
NYC Private School(s) 2008 - 2013
Golden Seeds April 2004 - 2006
Morganae 2001 - 2003
JPMorgan 1994 - 2001
SHL Systemhouse 1992 - 1994
IBM 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
J.P. Morgan 1985 - 1988
Skills
Program Management, Business Analysis, Software Development, SDLC, Strategic Planning, Teaching, IT Strategy, Start-ups, Process Improvement, SQL, Risk Management, Vendor Management, Fixed Income, Equities, Investment Banking, Derivatives, Strategy, Management Consulting, Executive Management, Mergers & Acquisitions, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
M.B.A., Finance
University at Albany, SUNY 1981 — 1985
B.S., Management Information Systems
SWR High School 1978 — 1981
Patrick Perdue Patrick Perdue's JPMorgan Experience 2005 - June 2008
Job Managing Director at Academy Securities, Inc.
Industry Investment Banking
Experience
Academy Securities, Inc. January 2013 - Present
Northern Value Partners LLC May 2011 - January 2013
Houlihan Lokey April 2008 - May 2011
JPMorgan 2005 - June 2008
US Navy May 1993 - August 2004
Skills
Restructuring, Mergers, Leveraged Finance, Acquisitions, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Trading, Equities, Portfolio Management, Capital Markets, Valuation, Venture Capital, Due Diligence, Securities
Education
United States Naval Academy
B.S., General Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
La Salle Military Academy
Academy Securities, Inc. January 2013 - Present
Northern Value Partners LLC May 2011 - January 2013
Houlihan Lokey April 2008 - May 2011
JPMorgan 2005 - June 2008
US Navy May 1993 - August 2004
Skills
Restructuring, Mergers, Leveraged Finance, Acquisitions, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Trading, Equities, Portfolio Management, Capital Markets, Valuation, Venture Capital, Due Diligence, Securities
Education
United States Naval Academy
B.S., General Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
La Salle Military Academy
Melissa Sullivan Melissa Sullivan's JPMorgan Experience June 2005 - July 2007
Job Financial Advisor at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2014 - Present
Women in Green Network November 2012 - Present
USGBC-Los Angeles August 2009 - August 2014
Partner Energy September 2012 - July 2014
Gaia Development November 2007 - October 2010
JPMorgan June 2005 - July 2007
JPMorgan Private Bank May 2001 - May 2005
Skills
Sustainability, LEED, Microsoft Office, Green, Analysis, Green Building, Excel, Social Media, Energy Efficiency, Strategic Planning, Research, Investments, LEED AP, Sustainable Development, Environmental Awareness, Energy Conservation, Sustainable Business, Energy, Renewable Energy, Microsoft Excel
Education
University of California, Los Angeles 1996 — 2000
BA, American Literature and Culture
Temple City High School
The PFM Group July 2014 - Present
Women in Green Network November 2012 - Present
USGBC-Los Angeles August 2009 - August 2014
Partner Energy September 2012 - July 2014
Gaia Development November 2007 - October 2010
JPMorgan June 2005 - July 2007
JPMorgan Private Bank May 2001 - May 2005
Skills
Sustainability, LEED, Microsoft Office, Green, Analysis, Green Building, Excel, Social Media, Energy Efficiency, Strategic Planning, Research, Investments, LEED AP, Sustainable Development, Environmental Awareness, Energy Conservation, Sustainable Business, Energy, Renewable Energy, Microsoft Excel
Education
University of California, Los Angeles 1996 — 2000
BA, American Literature and Culture
Temple City High School
Anuj (AJ) Jenveja Anuj (AJ) Jenveja's JPMorgan Experience January 2002 - July 2006
Job Senior Vice President of Global Customer Success at Duetto
Industry Hospitality
Experience
Duetto March 2013 - Present
Duetto Consulting June 2012 - June 2013
Duetto Consulting June 2011 - June 2012
Caesars Entertainment June 2008 - June 2011
Human Rights Campaign 2009 - 2010
Joie de Vivre Hospitality September 2007 - December 2007
Hix Rubenstein May 2007 - August 2007
JPMorgan January 2002 - July 2006
Deloitte Consulting January 2000 - October 2001
Skills
Financial Modeling, Corporate Finance, Revenue Management, Real Estate Development, Valuation, Gaming Industry, Casino, Casino Gaming, Hospitality, Microsoft Excel, Databases, SQL, Revenue Analysis, Opera Property..., Lodging Management..., Strategy, Business Planning, Leadership, Management, Forecasting, Property Management..., Finance, Marketing, Mergers & Acquisitions, Project Management, Consulting, Change Management, Business Intelligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
M.B.A., Real Estate Development, Finance, & Hospitality
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Mechanical Engineering
Duetto March 2013 - Present
Duetto Consulting June 2012 - June 2013
Duetto Consulting June 2011 - June 2012
Caesars Entertainment June 2008 - June 2011
Human Rights Campaign 2009 - 2010
Joie de Vivre Hospitality September 2007 - December 2007
Hix Rubenstein May 2007 - August 2007
JPMorgan January 2002 - July 2006
Deloitte Consulting January 2000 - October 2001
Skills
Financial Modeling, Corporate Finance, Revenue Management, Real Estate Development, Valuation, Gaming Industry, Casino, Casino Gaming, Hospitality, Microsoft Excel, Databases, SQL, Revenue Analysis, Opera Property..., Lodging Management..., Strategy, Business Planning, Leadership, Management, Forecasting, Property Management..., Finance, Marketing, Mergers & Acquisitions, Project Management, Consulting, Change Management, Business Intelligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
M.B.A., Real Estate Development, Finance, & Hospitality
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Mechanical Engineering
James Nam James Nam's JPMorgan Experience 2005 - 2006
Job VP at Citi
Industry Investment Management
Experience
Citi March 2011 - Present
MagNam Associates, LLC October 2001 - Present
IntegriDATA Business & Technology Solutions, LLC 2006 - 2010
Multi-strategy $13B NYC Hedge Fund 2006 - 2010
JPMorgan 2005 - 2006
Deloitte Consulting 1995 - 2001
Standard & Poor's 1991 - 1995
Siedentopf Consulting 1987 - 1991
Syntrex, Inc 1987 - 1987
Ryan, Swanson & Cleveland, PLLC 1985 - 1986
Skills
Strategy, Data Center, Market Data, SDLC, Account Reconciliation, Hedge Funds, Vendor Management, IT Management, Software Development, Fixed Income, SQL, Portfolio Management, Acquisition Integration, Business Analysis, Governance, Software Project..., Capital Markets, Security, IT Strategy, Alternative Investments, Data Warehousing, Asset Management, Trading Systems, P&L Management, Architecture, Financial Services, Securities, Investment Banking, Trading, Management, Requirements Analysis, Program Management, FX Options, PMO, Project Management, Risk Management, Budgets, Business Intelligence, Business Process..., Databases, Team Building, Microsoft SQL Server, Architectures, Accounting, Process Improvement, Integration, Valuation, Finance, Structured Finance, Cash Management
Education
The Bronx High School of Science
University at Albany, SUNY
BS
Citi March 2011 - Present
MagNam Associates, LLC October 2001 - Present
IntegriDATA Business & Technology Solutions, LLC 2006 - 2010
Multi-strategy $13B NYC Hedge Fund 2006 - 2010
JPMorgan 2005 - 2006
Deloitte Consulting 1995 - 2001
Standard & Poor's 1991 - 1995
Siedentopf Consulting 1987 - 1991
Syntrex, Inc 1987 - 1987
Ryan, Swanson & Cleveland, PLLC 1985 - 1986
Skills
Strategy, Data Center, Market Data, SDLC, Account Reconciliation, Hedge Funds, Vendor Management, IT Management, Software Development, Fixed Income, SQL, Portfolio Management, Acquisition Integration, Business Analysis, Governance, Software Project..., Capital Markets, Security, IT Strategy, Alternative Investments, Data Warehousing, Asset Management, Trading Systems, P&L Management, Architecture, Financial Services, Securities, Investment Banking, Trading, Management, Requirements Analysis, Program Management, FX Options, PMO, Project Management, Risk Management, Budgets, Business Intelligence, Business Process..., Databases, Team Building, Microsoft SQL Server, Architectures, Accounting, Process Improvement, Integration, Valuation, Finance, Structured Finance, Cash Management
Education
The Bronx High School of Science
University at Albany, SUNY
BS
Eric C. Sutherland Eric C. Sutherland's JPMorgan Experience 2003 - 2006
Job Executive Director at J.P.Morgan , J.P.Morgan Securities
Industry Investment Management
Experience
J.P.Morgan , J.P.Morgan Securities August 2010 - Present
Neuberger Berman 2007 - August 2010
Stone & Youngberg LLC. Chicago IL 2006 - 2007
JPMorgan 2003 - 2006
Morgan Stanley 1986 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Investment Management, Trading, Entrepreneurship, Nonprofits, Management, Institutional..., Series 7, Alternative Investments, Asset Management, High Net Worth..., Asset Allocation
Education
The Hun School of Princeton
UCLA
Bachelor of Science
J.P.Morgan , J.P.Morgan Securities August 2010 - Present
Neuberger Berman 2007 - August 2010
Stone & Youngberg LLC. Chicago IL 2006 - 2007
JPMorgan 2003 - 2006
Morgan Stanley 1986 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Investment Management, Trading, Entrepreneurship, Nonprofits, Management, Institutional..., Series 7, Alternative Investments, Asset Management, High Net Worth..., Asset Allocation
Education
The Hun School of Princeton
UCLA
Bachelor of Science
Romulo Romo Romulo Romo's JPMorgan Experience 2003 - 2009
Job Project Manager at CITIGROUP ENTERPRISE SUPPLY CHAIN SYSTEMS (ESCS)
Industry Banking
Experience
CITIGROUP ENTERPRISE SUPPLY CHAIN SYSTEMS (ESCS) 2015 - Present
METLIFE – GLOBAL CORPORATE SERVICES – MIS - CUSHMAN & WAKEFIELD (C&W) 2013 - 2015
CITIGROUP CORPORATE REAL ESTATE SERVICES (CRS) MIS 2009 - 2012
JPMorgan 2003 - 2009
NRC Electronics, Inc. Global Distributor of Passive Components 2001 - 2002
Promisant (USA) Inc. Global E-Processing and Service Company. 2000 - 2001
Barclays e Galicia Bank. Sao Paulo, Brazil / Miami, Florida 1998 - 1999
Sony Latin America, Inc. 1995 - 1998
Texas Instruments Incorporated. 1989 - 1995
Skills
New Business Development, Credit Cards, Product Management, Retail, Payments, Strategic Planning, Banking, Sales Management, Strategy, Relationship Management, CRM, Business Analysis, Business Development, Forecasting, Vendor Management, Customer Service, Cross-functional Team..., Call Centers, Sales, Electronic Payments, Sales Operations, Business Process, Analysis, Process Improvement, Program Management, Leadership, International Business, Marketing, E-commerce, Credit, B2B, Executive Management, Portfolio Management, Management, Competitive Analysis, Finance, Risk Management, Financial Services, Start-ups, Business Planning, Strategic Partnerships, Merchant Services, Business Process..., Outsourcing, Business Strategy, Payment Card Processing, Financial Risk, Team Management, Translation, Master Scheduling
Education
Universidad de Guadalajara 1970 — 1975
BS, Electronics & Business
CITIGROUP ENTERPRISE SUPPLY CHAIN SYSTEMS (ESCS) 2015 - Present
METLIFE – GLOBAL CORPORATE SERVICES – MIS - CUSHMAN & WAKEFIELD (C&W) 2013 - 2015
CITIGROUP CORPORATE REAL ESTATE SERVICES (CRS) MIS 2009 - 2012
JPMorgan 2003 - 2009
NRC Electronics, Inc. Global Distributor of Passive Components 2001 - 2002
Promisant (USA) Inc. Global E-Processing and Service Company. 2000 - 2001
Barclays e Galicia Bank. Sao Paulo, Brazil / Miami, Florida 1998 - 1999
Sony Latin America, Inc. 1995 - 1998
Texas Instruments Incorporated. 1989 - 1995
Skills
New Business Development, Credit Cards, Product Management, Retail, Payments, Strategic Planning, Banking, Sales Management, Strategy, Relationship Management, CRM, Business Analysis, Business Development, Forecasting, Vendor Management, Customer Service, Cross-functional Team..., Call Centers, Sales, Electronic Payments, Sales Operations, Business Process, Analysis, Process Improvement, Program Management, Leadership, International Business, Marketing, E-commerce, Credit, B2B, Executive Management, Portfolio Management, Management, Competitive Analysis, Finance, Risk Management, Financial Services, Start-ups, Business Planning, Strategic Partnerships, Merchant Services, Business Process..., Outsourcing, Business Strategy, Payment Card Processing, Financial Risk, Team Management, Translation, Master Scheduling
Education
Universidad de Guadalajara 1970 — 1975
BS, Electronics & Business
Craig Andrus Craig Andrus's JPMorgan Experience 1994 - 2005
Job Principal
Industry Financial Services
Experience
Skate-Key llc August 2014 - Present
Barcelona Global 2014 - Present
Principle Power October 2009 - Present
Principle Power December 2007 - March 2012
JPMorgan 1994 - 2005
BNP Paribas 1985 - 1994
Education
University of California, Los Angeles 1978 — 1982
BA, Political Science
University of South Carolina - The Moore School of Business 1982 — 1984
MA, International Business
Skate-Key llc August 2014 - Present
Barcelona Global 2014 - Present
Principle Power October 2009 - Present
Principle Power December 2007 - March 2012
JPMorgan 1994 - 2005
BNP Paribas 1985 - 1994
Education
University of California, Los Angeles 1978 — 1982
BA, Political Science
University of South Carolina - The Moore School of Business 1982 — 1984
MA, International Business
Yana Morgulis Yana Morgulis's JPMorgan Experience 2007 - 2008
Job Consultant at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group 2015 - Present
Tumml 2015 - 2015
U.S. Census Bureau 2013 - 2015
IFC - International Finance Corporation 2008 - 2009
U.S. Department of State 2008 - 2009
JPMorgan 2007 - 2008
Skills
Economics, Econometrics, Stata, Leadership, Statistics, Policy Analysis, Data Analysis, Research, Public Policy, SAS, Microeconomics, International..., Qualitative Research, Matlab, Financial Analysis, Finance, Financial Modeling, Project Management, Analysis
Education
University of California, Berkeley 2014 — 2015
Visiting Scholar
University of California, San Diego 2009 — 2015
Doctor of Philosophy (PhD)
University of Chicago 2003 — 2007
BA with Honors
The Boston Consulting Group 2015 - Present
Tumml 2015 - 2015
U.S. Census Bureau 2013 - 2015
IFC - International Finance Corporation 2008 - 2009
U.S. Department of State 2008 - 2009
JPMorgan 2007 - 2008
Skills
Economics, Econometrics, Stata, Leadership, Statistics, Policy Analysis, Data Analysis, Research, Public Policy, SAS, Microeconomics, International..., Qualitative Research, Matlab, Financial Analysis, Finance, Financial Modeling, Project Management, Analysis
Education
University of California, Berkeley 2014 — 2015
Visiting Scholar
University of California, San Diego 2009 — 2015
Doctor of Philosophy (PhD)
University of Chicago 2003 — 2007
BA with Honors
Ruth Morrison Ruth Morrison's JPMorgan Experience 2008 - 2009
Job Executive Assistant at North Highland Consulting
Industry Financial Services
Experience
North Highland June 2014 - Present
Morrison Law Office July 2013 - June 2014
Administrative and Presentation Freelancer August 2011 - June 2014
G2 Investment Group, LLC July 2010 - August 2011
Dukuh Design January 2010 - July 2010
Ovis Creative, LLC 2009 - 2010
JPMorgan 2008 - 2009
Bear Stearns 2004 - 2009
The Blackstone Group 2001 - 2003
Credit Suisse 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Time Management, Adobe Creative Suite, Photoshop, Adobe Acrobat, Customer Service, Customer Relations, Editing, Illustrator, Project Management, Access, Process Improvement, Administration, Software Documentation, Social Networking, Management, InDesign, Mac, Spanish, Problem Solving, Graphic Design, Research, Visio, Public Relations, Program Management, Graphics, Project Planning, Leadership, Strategic Planning, Flash, Windows, English, Marketing Communications, Lotus Notes, Brochures, Spreadsheets, Press Releases, Mistake Proofing, Travel Planning, Logistics, Writing, Production, Documentation
Education
University of Cincinnati 1986 — 1990
Bachelor of Science, Urban Administration
University of Cincinnati
Bachelor's degree, Urban Administration, Economic and Community Development
North Highland June 2014 - Present
Morrison Law Office July 2013 - June 2014
Administrative and Presentation Freelancer August 2011 - June 2014
G2 Investment Group, LLC July 2010 - August 2011
Dukuh Design January 2010 - July 2010
Ovis Creative, LLC 2009 - 2010
JPMorgan 2008 - 2009
Bear Stearns 2004 - 2009
The Blackstone Group 2001 - 2003
Credit Suisse 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Time Management, Adobe Creative Suite, Photoshop, Adobe Acrobat, Customer Service, Customer Relations, Editing, Illustrator, Project Management, Access, Process Improvement, Administration, Software Documentation, Social Networking, Management, InDesign, Mac, Spanish, Problem Solving, Graphic Design, Research, Visio, Public Relations, Program Management, Graphics, Project Planning, Leadership, Strategic Planning, Flash, Windows, English, Marketing Communications, Lotus Notes, Brochures, Spreadsheets, Press Releases, Mistake Proofing, Travel Planning, Logistics, Writing, Production, Documentation
Education
University of Cincinnati 1986 — 1990
Bachelor of Science, Urban Administration
University of Cincinnati
Bachelor's degree, Urban Administration, Economic and Community Development
David Salaverry David Salaverry's JPMorgan Experience June 2008 - September 2013
Job Chief Financial Officer, U.S. Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
Adrian Sapollnik Adrian Sapollnik's JPMorgan Experience 1998 - 2007
Job Senior Vice President, Strategy & Corporate Development at Omnicom Group
Industry Financial Services
Experience
Omnicom Group January 2011 - Present
Omnicom Group April 2009 - December 2010
Credit Suisse October 2007 - February 2009
JP Morgan August 1998 - September 2007
JPMorgan 1998 - 2007
Coopers & Lybrand August 1992 - August 1996
Skills
Strategy, Mergers, Mergers & Acquisitions, Change Management, Business Strategy, Finance, Corporate Development, Investment Banking, Digital Media, Investor Relations, Strategic Financial..., Equities, Marketing, Mobile Devices, Telecommunications, Analysis, Public Relations, Advertising, Capital Raising, Accounting, Due Diligence, Financial Analysis, Wireless, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Accounting
Omnicom Group January 2011 - Present
Omnicom Group April 2009 - December 2010
Credit Suisse October 2007 - February 2009
JP Morgan August 1998 - September 2007
JPMorgan 1998 - 2007
Coopers & Lybrand August 1992 - August 1996
Skills
Strategy, Mergers, Mergers & Acquisitions, Change Management, Business Strategy, Finance, Corporate Development, Investment Banking, Digital Media, Investor Relations, Strategic Financial..., Equities, Marketing, Mobile Devices, Telecommunications, Analysis, Public Relations, Advertising, Capital Raising, Accounting, Due Diligence, Financial Analysis, Wireless, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Accounting
Clayton Bland Clayton Bland's JPMorgan Experience March 1999 - June 2015
Job Principal at CliftonLarsonAllen, LLP
Industry Financial Services
Experience
CliftonLarsonAllen June 2015 - Present
JPMorgan March 1999 - June 2015
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Valuation, Wealth Management, Series 7
Education
University of California, Santa Barbara 1994 — 1999
Bachelor's Degree, Business Economics and History
CliftonLarsonAllen June 2015 - Present
JPMorgan March 1999 - June 2015
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Valuation, Wealth Management, Series 7
Education
University of California, Santa Barbara 1994 — 1999
Bachelor's Degree, Business Economics and History
Ricardo Urquidi Ricardo Urquidi's JPMorgan Experience May 1996 - May 1999
Job International Fixed Income Operations at RBC
Industry Financial Services
Experience
RBC June 2010 - Present
Deutsche Bank Securities March 2004 - June 2009
Cantor Fitzgerald December 2000 - January 2004
Barclays Capital May 1999 - December 2000
JPMorgan May 1996 - May 1999
Citi December 1992 - May 1996
Skills
Microsoft Excel, Fixed Income, Equities, Corporate Actions
Education
Universidad Mayor de San Andrés
Assoc, Industrial Engineering
RBC June 2010 - Present
Deutsche Bank Securities March 2004 - June 2009
Cantor Fitzgerald December 2000 - January 2004
Barclays Capital May 1999 - December 2000
JPMorgan May 1996 - May 1999
Citi December 1992 - May 1996
Skills
Microsoft Excel, Fixed Income, Equities, Corporate Actions
Education
Universidad Mayor de San Andrés
Assoc, Industrial Engineering
Nachi Subramanian Nachi Subramanian's JPMorgan Experience June 2008 - December 2009
Job Executive Director, Global Cash Equities at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
Matt Leeds Matt Leeds's JPMorgan Experience July 2005 - July 2007
Job Vice President at Catterton
Industry Venture Capital & Private Equity
Experience
Catterton August 2014 - Present
Irving Place Capital August 2011 - August 2014
Procter & Gamble June 2010 - August 2010
Lake Capital July 2007 - July 2009
JPMorgan July 2005 - July 2007
Education
Wharton School, University of Pennsylvania 2009 — 2011
MBA, Finance and Marketing
Tufts University 2001 — 2005
BA, Triple major in Math, Psychology, Quantitative Economics
Calabasas High School 1997 — 2001
Catterton August 2014 - Present
Irving Place Capital August 2011 - August 2014
Procter & Gamble June 2010 - August 2010
Lake Capital July 2007 - July 2009
JPMorgan July 2005 - July 2007
Education
Wharton School, University of Pennsylvania 2009 — 2011
MBA, Finance and Marketing
Tufts University 2001 — 2005
BA, Triple major in Math, Psychology, Quantitative Economics
Calabasas High School 1997 — 2001
Peter LaMassa Peter LaMassa's JPMorgan Experience March 2006 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2006 - Present
JP Morgan 2006 - February 2011
UBS 1999 - 2006
PaineWebber 1999 - 2001
Institutional Investor August 1993 - December 1998
Skills
Private Equity, Hedge Funds, Private Banking, Real Estate, Asset Management, Investments, Alternative Investments, Venture Capital, Fund Of Funds, Wealth Management, Private Wealth..., Wealth Management..., Asset Managment
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Economics, Business, Journalism
Syosset High School 1984 — 1987
JPMorgan March 2006 - Present
JP Morgan 2006 - February 2011
UBS 1999 - 2006
PaineWebber 1999 - 2001
Institutional Investor August 1993 - December 1998
Skills
Private Equity, Hedge Funds, Private Banking, Real Estate, Asset Management, Investments, Alternative Investments, Venture Capital, Fund Of Funds, Wealth Management, Private Wealth..., Wealth Management..., Asset Managment
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Economics, Business, Journalism
Syosset High School 1984 — 1987
Nick Blitterswyk Nick Blitterswyk's JPMorgan Experience June 2006 - October 2007
Job CEO at UGE International
Industry Renewables & Environment
Experience
UGE International January 2008 - Present
JPMorgan June 2006 - October 2007
Towers Perrin 2004 - 2006
Sunlife Financial 2003 - 2003
Skills
Product Design, Valuation, Business Development, Financial Modeling, Sales, Marketing, Private Equity, Corporate Finance, Start-ups, Management, Great Personality, Energy, Entrepreneurship, Renewable Energy, CEOs, Business Strategy, Energy Efficiency, Change Management, Business Minded, Sustainable Energy, Alternative Investments
Education
The University of Calgary 2002 — 2004
Bachelor of Science, Actuarial Science
University of Victoria 1999 — 2002
Cowichan 1996 — 1999
UGE International January 2008 - Present
JPMorgan June 2006 - October 2007
Towers Perrin 2004 - 2006
Sunlife Financial 2003 - 2003
Skills
Product Design, Valuation, Business Development, Financial Modeling, Sales, Marketing, Private Equity, Corporate Finance, Start-ups, Management, Great Personality, Energy, Entrepreneurship, Renewable Energy, CEOs, Business Strategy, Energy Efficiency, Change Management, Business Minded, Sustainable Energy, Alternative Investments
Education
The University of Calgary 2002 — 2004
Bachelor of Science, Actuarial Science
University of Victoria 1999 — 2002
Cowichan 1996 — 1999
Bryan Percle's JPMorgan Experience August 2009 - August 2014
Job Investment Associate at Citi
Industry Banking
Experience
Citi August 2014 - Present
JPMorgan August 2009 - August 2014
JPMorgan Chase January 2007 - August 2009
Capital One Bank October 2005 - January 2007
Benecom Technologies May 2004 - August 2005
Skills
Portfolio Management, Investments, Credit, New Business Development, Real Estate, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Corporate Finance, Banking, Finance, Financial Advisory, Financial Reporting, Series 7, Mutual Funds, Loans, Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance and Management
University of New Orleans 1998 — 2003
BS, Finance
Brother Martin 1994 — 1998
Citi August 2014 - Present
JPMorgan August 2009 - August 2014
JPMorgan Chase January 2007 - August 2009
Capital One Bank October 2005 - January 2007
Benecom Technologies May 2004 - August 2005
Skills
Portfolio Management, Investments, Credit, New Business Development, Real Estate, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Corporate Finance, Banking, Finance, Financial Advisory, Financial Reporting, Series 7, Mutual Funds, Loans, Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance and Management
University of New Orleans 1998 — 2003
BS, Finance
Brother Martin 1994 — 1998
Erez Levy Erez Levy's JPMorgan Experience 1999 - 2007
Job Managing Director, Intellectual Property Finance Group at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group February 2013 - Present
Koru Venture Partners November 2012 - February 2013
TriplePoint Capital March 2007 - October 2012
JPMorgan 1999 - 2007
Hambrecht & Quist 1995 - 1999
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fortress Investment Group February 2013 - Present
Koru Venture Partners November 2012 - February 2013
TriplePoint Capital March 2007 - October 2012
JPMorgan 1999 - 2007
Hambrecht & Quist 1995 - 1999
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Robyn Loftin Robyn Loftin's JPMorgan Experience January 2008 - Present
Job Director Participant Advisory Services
Industry Financial Services
Experience
Advised Assets Group, LLC. November 2014 - Present
JPMorgan January 2008 - Present
JPMorgan January 2006 - January 2008
Skills
Investments, Mutual Funds, Financial Services, Series 63, Relationship Management, Series 7, Product Management, Product Development, Product Marketing, Presentations, Retirement, Vendor Management, Defined Contribution, Asset Management, 401k
Education
Truman State University 2000 — 2005
BA
Advised Assets Group, LLC. November 2014 - Present
JPMorgan January 2008 - Present
JPMorgan January 2006 - January 2008
Skills
Investments, Mutual Funds, Financial Services, Series 63, Relationship Management, Series 7, Product Management, Product Development, Product Marketing, Presentations, Retirement, Vendor Management, Defined Contribution, Asset Management, 401k
Education
Truman State University 2000 — 2005
BA
Kevin Dong's JPMorgan Experience July 2008 - December 2009
Job Vice President at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas February 2013 - Present
UBS August 2011 - February 2013
BNP Paribas January 2010 - July 2011
JPMorgan July 2008 - December 2009
Skills
Valuation, Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Structured Finance, Trading
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance, Management
BNP Paribas February 2013 - Present
UBS August 2011 - February 2013
BNP Paribas January 2010 - July 2011
JPMorgan July 2008 - December 2009
Skills
Valuation, Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Structured Finance, Trading
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance, Management
Brendan Donnelly Brendan Donnelly's JPMorgan Experience June 2008 - May 2009
Job
Industry Financial Services
Experience
Cantor Fitzgerald December 2014 - Present
Bank of America Merrill Lynch January 2011 - October 2014
Annaly Capital Management June 2009 - December 2010
JPMorgan June 2008 - May 2009
Bear Stearns June 2007 - June 2008
Skills
Leadership, Program Management, Financial Analysis, Strategy, Strategic Planning, Portfolio Management, Structured Finance, Fixed Income, Business Strategy, Structured Products, Derivatives, Securitization, Risk Management, Capital Markets, Cross-functional Team..., Alternative Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
B.S., Management / Engineering
Cantor Fitzgerald December 2014 - Present
Bank of America Merrill Lynch January 2011 - October 2014
Annaly Capital Management June 2009 - December 2010
JPMorgan June 2008 - May 2009
Bear Stearns June 2007 - June 2008
Skills
Leadership, Program Management, Financial Analysis, Strategy, Strategic Planning, Portfolio Management, Structured Finance, Fixed Income, Business Strategy, Structured Products, Derivatives, Securitization, Risk Management, Capital Markets, Cross-functional Team..., Alternative Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
B.S., Management / Engineering
Eileen Nolan Eileen Nolan's JPMorgan Experience 2005 - 2007
Job Customer Success at Globoforce
Industry Information Technology and Services
Experience
Globoforce November 2013 - Present
Michael C. Fina April 2010 - October 2013
JPMorgan 2005 - 2007
Piper Jaffray Company October 1999 - March 2005
General Mills 1993 - 1999
US Army 1989 - 1992
Skills
Change Management, Program Management, Human Resources, Leadership, Project Management, Sales, Personnel Management, Business Strategy, Leadership Development, Business Development, Strategy, Sales Management, Coaching, Management, Mergers & Acquisitions, Recruiting, New Business Development, Talent Management, Performance Management, Organizational..., CRM, Employee Engagement, Employee Relations, Negotiation, Operations Management, Strategic Partnerships
Education
United States Military Academy at West Point 1985 — 1989
Globoforce November 2013 - Present
Michael C. Fina April 2010 - October 2013
JPMorgan 2005 - 2007
Piper Jaffray Company October 1999 - March 2005
General Mills 1993 - 1999
US Army 1989 - 1992
Skills
Change Management, Program Management, Human Resources, Leadership, Project Management, Sales, Personnel Management, Business Strategy, Leadership Development, Business Development, Strategy, Sales Management, Coaching, Management, Mergers & Acquisitions, Recruiting, New Business Development, Talent Management, Performance Management, Organizational..., CRM, Employee Engagement, Employee Relations, Negotiation, Operations Management, Strategic Partnerships
Education
United States Military Academy at West Point 1985 — 1989
Marc Pusey's JPMorgan Experience November 1999 - February 2003
Job Managing Director, Global Technology
Industry Investment Banking
Experience
JPMorgan Chase January 2014 - Present
JP Morgan May 2007 - January 2014
JP Morgan April 2006 - April 2007
JP Morgan March 2004 - April 2006
J.P. Morgan March 2003 - March 2004
JPMorgan November 1999 - February 2003
JPMorgan November 1997 - October 1999
JPMorgan October 1992 - October 1997
Skills
Organizational..., Strategic Planning, Team Building, Team Management, Software Project..., Agile Methodologies, Scrum, Enterprise Architecture, Vendor Management, Credit Derivatives, Risk Management, Fixed Income, Securities Lending, Equities, Global Custody, Information Architecture, Agile Application..., Web Application..., Data Warehouse..., Sybase, Oracle, Sybase IQ, C++, C, Java, Unix, PowerBuilder, Modula-2, Prolog, RUP Methodologies, French, Lean Thinking, Investment Banking, Derivatives, Financial Services, Business Analysis, Financial Control, Budget Management
Education
Bristol University
BSC, Computer Science
JPMorgan Chase January 2014 - Present
JP Morgan May 2007 - January 2014
JP Morgan April 2006 - April 2007
JP Morgan March 2004 - April 2006
J.P. Morgan March 2003 - March 2004
JPMorgan November 1999 - February 2003
JPMorgan November 1997 - October 1999
JPMorgan October 1992 - October 1997
Skills
Organizational..., Strategic Planning, Team Building, Team Management, Software Project..., Agile Methodologies, Scrum, Enterprise Architecture, Vendor Management, Credit Derivatives, Risk Management, Fixed Income, Securities Lending, Equities, Global Custody, Information Architecture, Agile Application..., Web Application..., Data Warehouse..., Sybase, Oracle, Sybase IQ, C++, C, Java, Unix, PowerBuilder, Modula-2, Prolog, RUP Methodologies, French, Lean Thinking, Investment Banking, Derivatives, Financial Services, Business Analysis, Financial Control, Budget Management
Education
Bristol University
BSC, Computer Science
James (Mackey) Mackey's JPMorgan Experience 2006 - 2007
Job
Industry Oil & Energy
Experience
NextEra Energy Resources 2009 - Present
Dynegy, Inc. 2007 - 2009
JPMorgan 2006 - 2007
Duke Energy 2002 - 2006
Reliant Energy 2000 - 2002
Enron 1997 - 2000
Skills
Business Development, Deal Origination, Mergers & Acquisitions, Energy Markets, Commodity Markets, Risk Management, Energy, Renewable Energy, Trading, Valuation, Business Strategy, Power Generation, Wind Energy, Solar Energy, Hedging, Project Finance, Credit Risk, Consulting, Mergers, Wind, Strategy, Deal Creation, Portfolio Management, Leadership, Commodity, Due Diligence, Contract Negotiation, Negotiation, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Trinity College-Hartford
BA, Economics
NextEra Energy Resources 2009 - Present
Dynegy, Inc. 2007 - 2009
JPMorgan 2006 - 2007
Duke Energy 2002 - 2006
Reliant Energy 2000 - 2002
Enron 1997 - 2000
Skills
Business Development, Deal Origination, Mergers & Acquisitions, Energy Markets, Commodity Markets, Risk Management, Energy, Renewable Energy, Trading, Valuation, Business Strategy, Power Generation, Wind Energy, Solar Energy, Hedging, Project Finance, Credit Risk, Consulting, Mergers, Wind, Strategy, Deal Creation, Portfolio Management, Leadership, Commodity, Due Diligence, Contract Negotiation, Negotiation, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Trinity College-Hartford
BA, Economics
Cathy Cox's JPMorgan Experience August 2000 - September 2002
Job Project Manager Sony Computer Entertainment America
Industry Entertainment
Experience
Sony Computer Entertainment America August 2009 - Present
freelance, various Production Companies May 2003 - Present
Sony Computer Entertainment America June 2006 - March 2007
UBSWarburg September 2002 - April 2003
JPMorgan August 2000 - September 2002
EMPE Consulting Engineers September 1994 - August 1998
Skills
Commercials, Film, PS3, Project Management, Television, Financial Analysis, Analysis, Equities, Cinematics, Producing, Financial Modeling, Budgets, Access, Modeling, Video Games, Film Production, Microsoft Excel, Entertainment
Education
Tulane University 1998 — 2000
MBA, Finance
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
Vanderbilt University 1991 — 1995
Bach Engineering, Civil/Environmental Engineering
Klein Oak 1987 — 1991
Sony Computer Entertainment America August 2009 - Present
freelance, various Production Companies May 2003 - Present
Sony Computer Entertainment America June 2006 - March 2007
UBSWarburg September 2002 - April 2003
JPMorgan August 2000 - September 2002
EMPE Consulting Engineers September 1994 - August 1998
Skills
Commercials, Film, PS3, Project Management, Television, Financial Analysis, Analysis, Equities, Cinematics, Producing, Financial Modeling, Budgets, Access, Modeling, Video Games, Film Production, Microsoft Excel, Entertainment
Education
Tulane University 1998 — 2000
MBA, Finance
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
Vanderbilt University 1991 — 1995
Bach Engineering, Civil/Environmental Engineering
Klein Oak 1987 — 1991
Philip White, CFA, CFP®, EA's JPMorgan Experience August 2002 - June 2004
Job
Industry Financial Services
Experience
Ducere Capital April 2006 - Present
Rackspace Hosting November 2007 - October 2013
Rackspace Hosting April 2006 - November 2007
USAA June 2004 - April 2006
JPMorgan August 2002 - June 2004
United States Air Force June 1995 - June 2000
Skills
Employee Benefits, Retirement Planning, Investment Advisory, Financial Modeling, Project Management, Strategic Planning, Business Continuity, Marketing Strategy, Program Management, Cloud Computing, Software Development, Risk Assessment, Private Equity, Software Project..., Business Process, Information Technology, Disaster Recovery, Valuation, Risk Management, Employee Stock Options, 10b5-1 Plans, Executive Compensation..., Certified Financial..., Investment Management, Restricted Stock, Equities, Strategy, Business Strategy, Personal Financial..., Executive Pay, Budgets, Finance, Management, Executive Management, Mergers & Acquisitions, Deferred Compensation
Education
University of Pennsylvania - The Wharton School
MBA
United States Air Force Academy
BS
Ducere Capital April 2006 - Present
Rackspace Hosting November 2007 - October 2013
Rackspace Hosting April 2006 - November 2007
USAA June 2004 - April 2006
JPMorgan August 2002 - June 2004
United States Air Force June 1995 - June 2000
Skills
Employee Benefits, Retirement Planning, Investment Advisory, Financial Modeling, Project Management, Strategic Planning, Business Continuity, Marketing Strategy, Program Management, Cloud Computing, Software Development, Risk Assessment, Private Equity, Software Project..., Business Process, Information Technology, Disaster Recovery, Valuation, Risk Management, Employee Stock Options, 10b5-1 Plans, Executive Compensation..., Certified Financial..., Investment Management, Restricted Stock, Equities, Strategy, Business Strategy, Personal Financial..., Executive Pay, Budgets, Finance, Management, Executive Management, Mergers & Acquisitions, Deferred Compensation
Education
University of Pennsylvania - The Wharton School
MBA
United States Air Force Academy
BS
Adam Goode's JPMorgan Experience October 1997 - February 2000
Job President, Sectegrity Corporation
Industry Computer & Network Security
Experience
Sectegrity Corporation May 2006 - Present
KPMG, LLP May 2001 - May 2006
DoubleClick, Inc February 2000 - April 2001
JPMorgan October 1997 - February 2000
Interworld Corp. February 1997 - October 1997
Skills
IT Strategy, Security, Information Security, Enterprise Architecture, Information Security..., CISSP, Business Continuity, Outsourcing, IT Management, Cloud Computing, Disaster Recovery, IT Audit, Governance, Data Center, Integration, Vendor Management, Information Technology, ITIL, Business Analysis, Program Management, Risk Management, Enterprise Software, Strategy, SaaS
Education
University at Albany, SUNY 1986 — 1989
Sectegrity Corporation May 2006 - Present
KPMG, LLP May 2001 - May 2006
DoubleClick, Inc February 2000 - April 2001
JPMorgan October 1997 - February 2000
Interworld Corp. February 1997 - October 1997
Skills
IT Strategy, Security, Information Security, Enterprise Architecture, Information Security..., CISSP, Business Continuity, Outsourcing, IT Management, Cloud Computing, Disaster Recovery, IT Audit, Governance, Data Center, Integration, Vendor Management, Information Technology, ITIL, Business Analysis, Program Management, Risk Management, Enterprise Software, Strategy, SaaS
Education
University at Albany, SUNY 1986 — 1989
Alvin Khoo's JPMorgan Experience January 2000 - July 2008
Job Chief Financial Officer at GA Telesis
Industry Investment Banking
Experience
GA Telesis June 2015 - Present
GA Telesis February 2011 - May 2015
Skyworks Capital February 2009 - February 2011
JPMorgan January 2000 - July 2008
SH&E January 1999 - February 2000
NatWest Markets June 1994 - January 1998
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Business Strategy
Education
Trinity College-Hartford 1988 — 1992
GA Telesis June 2015 - Present
GA Telesis February 2011 - May 2015
Skyworks Capital February 2009 - February 2011
JPMorgan January 2000 - July 2008
SH&E January 1999 - February 2000
NatWest Markets June 1994 - January 1998
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Business Strategy
Education
Trinity College-Hartford 1988 — 1992
Cosimo Ballerini's JPMorgan Experience June 2000 - Present
Job JPMorgan
Industry Banking
Experience
JPMorgan June 2000 - Present
Education
Università Commerciale 'Luigi Bocconi'
JPMorgan June 2000 - Present
Education
Università Commerciale 'Luigi Bocconi'
Diane Lloyd's JPMorgan Experience December 1993 - January 1998
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2003 - Present
Financial Techonolgies Int'l, Inc. September 2000 - January 2003
Financial Technologies International 2001 - 2003
JPMorgan December 1993 - January 1998
JPMorgan December 1993 - February 1995
Goldman Sachs March 1990 - December 1993
Education
University at Albany, SUNY 1987 — 1989
BS, Finance, Economics
JP Morgan Chase July 2003 - Present
Financial Techonolgies Int'l, Inc. September 2000 - January 2003
Financial Technologies International 2001 - 2003
JPMorgan December 1993 - January 1998
JPMorgan December 1993 - February 1995
Goldman Sachs March 1990 - December 1993
Education
University at Albany, SUNY 1987 — 1989
BS, Finance, Economics
Akemi Kiss's JPMorgan Experience July 2006 - May 2015
Job Executive Assistant at Guggenheim Securities LLC
Industry Financial Services
Experience
Guggenheim Securities LLC June 2015 - Present
JPMorgan July 2006 - May 2015
Piper Jaffray April 2000 - June 2006
Skills
Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Investment Banking, Due Diligence, Equities, Business Strategy, Event Planning, Executive..., Administrative..., Investments, Private Equity, Valuation, Venture Capital, Financial Analysis, Outlook, Corporate Finance, Management, Strategic Planning
Education
University of California, Irvine 1996 — 1999
BA, Sociology, Education
Antelope Valley High School 1993 — 1996
Guggenheim Securities LLC June 2015 - Present
JPMorgan July 2006 - May 2015
Piper Jaffray April 2000 - June 2006
Skills
Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Investment Banking, Due Diligence, Equities, Business Strategy, Event Planning, Executive..., Administrative..., Investments, Private Equity, Valuation, Venture Capital, Financial Analysis, Outlook, Corporate Finance, Management, Strategic Planning
Education
University of California, Irvine 1996 — 1999
BA, Sociology, Education
Antelope Valley High School 1993 — 1996
Francisco Basterrechea's JPMorgan Experience June 2006 - August 2006
Job Vice President, Emerging Markets Group at Westwood Capital
Industry Investment Banking
Experience
Westwood Capital March 2009 - Present
Citigroup September 2007 - February 2009
JPMorgan June 2006 - August 2006
Banco SCI November 2004 - August 2005
Bancafe, GFP January 2000 - October 2004
Skills
Investment Banking, Capital Markets, Structured Finance, Financial Modeling, Investments, Financial Analysis, Due Diligence, Fixed Income, Valuation, Entrepreneurship
Education
Universidad Francisco Marroquín 2007 — 2009
Executive Master's degree, Economics
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Financial Instruments & Markets, Entrepreneurship
Universidad del Valle de Guatemala 1997 — 2002
BS, Industrial Engineering
Westwood Capital March 2009 - Present
Citigroup September 2007 - February 2009
JPMorgan June 2006 - August 2006
Banco SCI November 2004 - August 2005
Bancafe, GFP January 2000 - October 2004
Skills
Investment Banking, Capital Markets, Structured Finance, Financial Modeling, Investments, Financial Analysis, Due Diligence, Fixed Income, Valuation, Entrepreneurship
Education
Universidad Francisco Marroquín 2007 — 2009
Executive Master's degree, Economics
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Financial Instruments & Markets, Entrepreneurship
Universidad del Valle de Guatemala 1997 — 2002
BS, Industrial Engineering
Kelly Blake Rogers's JPMorgan Experience May 2005 - August 2005
Job Fixed Income Sales
Industry Capital Markets
Experience
Barclays Investment Bank September 2015 - Present
Royal Bank of Scotland July 2008 - August 2015
Banc of America Securities August 2006 - July 2008
JPMorgan May 2005 - August 2005
Skills
Bloomberg, Customer Relations, Fixed Income, Derivatives, Investments, Capital Markets, Credit, Sales, Customer Service, Financial Analysis, Investment Banking, Bonds, Microsoft Office
Education
University of Arizona 2002 — 2006
BA, Economics, Business and History
Barclays Investment Bank September 2015 - Present
Royal Bank of Scotland July 2008 - August 2015
Banc of America Securities August 2006 - July 2008
JPMorgan May 2005 - August 2005
Skills
Bloomberg, Customer Relations, Fixed Income, Derivatives, Investments, Capital Markets, Credit, Sales, Customer Service, Financial Analysis, Investment Banking, Bonds, Microsoft Office
Education
University of Arizona 2002 — 2006
BA, Economics, Business and History
Jenny Sicat Crabbe's JPMorgan Experience 1995 - 2001
Job Chair at Reflections Arts Program
Industry Nonprofit Organization Management
Experience
Reflections Arts Program August 2015 - Present
The Foolish Aesthete 2010 - Present
Art Docents of Los Gatos 2013 - 2014
The Delphian Society 2012 - 2014
JPMorgan 1995 - 2001
First Manhattan Consulting Group 1993 - 1995
Loan Pricing Corporation 1991 - 1993
Skills
Nonprofits, Risk Management, Program Management
Education
University of Bristol 1989 — 1990
Master of Science (M.Sc.), Economics
University of Warwick 1986 — 1988
Bsc. Hons., Economics
University of the Philippines 1985 — 1986
B.S. Mathematics
Reflections Arts Program August 2015 - Present
The Foolish Aesthete 2010 - Present
Art Docents of Los Gatos 2013 - 2014
The Delphian Society 2012 - 2014
JPMorgan 1995 - 2001
First Manhattan Consulting Group 1993 - 1995
Loan Pricing Corporation 1991 - 1993
Skills
Nonprofits, Risk Management, Program Management
Education
University of Bristol 1989 — 1990
Master of Science (M.Sc.), Economics
University of Warwick 1986 — 1988
Bsc. Hons., Economics
University of the Philippines 1985 — 1986
B.S. Mathematics
JueYan Zhang, CFA's JPMorgan Experience June 2008 - August 2008
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
Citi June 2010 - August 2010
Citi July 2009 - August 2009
Citi June 2009 - July 2009
Haas School of Business January 2008 - December 2008
JPMorgan June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Capital IQ, Valuation, Quantitative Finance, Fixed Income, Portfolio Management, Quantitative Analytics, Equities, R, Equity Research, Financial Analysis, Trading, Structured Products, Investment Banking
Education
University of California, Berkeley 2007 — 2011
B.S. in Business Administration and B.A. in Statistics
BlackRock August 2011 - Present
Citi June 2010 - August 2010
Citi July 2009 - August 2009
Citi June 2009 - July 2009
Haas School of Business January 2008 - December 2008
JPMorgan June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Capital IQ, Valuation, Quantitative Finance, Fixed Income, Portfolio Management, Quantitative Analytics, Equities, R, Equity Research, Financial Analysis, Trading, Structured Products, Investment Banking
Education
University of California, Berkeley 2007 — 2011
B.S. in Business Administration and B.A. in Statistics
Grace Wang's JPMorgan Experience September 2009 - August 2011
Job Equity Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
JPMorgan September 2009 - August 2011
UBS September 2007 - September 2009
HSBC July 2006 - September 2007
Skills
Equities, Investments, Alternative Investments, Financial Modeling, Derivatives, Proprietary Trading, Electronic Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurship Management
Tsinghua University 2002 — 2006
B.A., Finance
Fidelity Investments June 2012 - Present
JPMorgan September 2009 - August 2011
UBS September 2007 - September 2009
HSBC July 2006 - September 2007
Skills
Equities, Investments, Alternative Investments, Financial Modeling, Derivatives, Proprietary Trading, Electronic Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurship Management
Tsinghua University 2002 — 2006
B.A., Finance
Robert Durand's JPMorgan Experience June 2007 - August 2008
Job Senior Vice President, Financing & Origination at KBS Realty Advisors
Industry Real Estate
Experience
KBS Realty Advisors September 2008 - Present
JPMorgan June 2007 - August 2008
Babson Capital Management 1997 - 2007
Skills
Portfolio Management, Financial Structuring, Asset Managment, Loan Origination, Real Estate Economics, Underwriting, Commercial Real Estate, Financial Modeling, Financial Analysis, Credit, Mergers & Acquisitions, Finance, Asset Management, CMBS, Real Estate, Disposition, Real Estate Financing, Investments, Loans, Structured Finance
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Loyola High School 1988 — 1992
KBS Realty Advisors September 2008 - Present
JPMorgan June 2007 - August 2008
Babson Capital Management 1997 - 2007
Skills
Portfolio Management, Financial Structuring, Asset Managment, Loan Origination, Real Estate Economics, Underwriting, Commercial Real Estate, Financial Modeling, Financial Analysis, Credit, Mergers & Acquisitions, Finance, Asset Management, CMBS, Real Estate, Disposition, Real Estate Financing, Investments, Loans, Structured Finance
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Loyola High School 1988 — 1992
Steve Bradshaw's JPMorgan Experience January 2005 - June 2007
Job Creative / Investor
Industry Investment Management
Experience
Bradshaw Funds January 2015 - Present
Bruce Lee Beverage July 2015 - October 2015
Investor February 2010 - December 2014
Endeavour Capital July 2007 - February 2010
JPMorgan January 2005 - June 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Venture Capital, Value investing, Finance
Education
University of Cape Town 2004 — 2005
Master's degree, Finance, Distinction
University of Cape Town 2000 — 2003
Bachelor of Business Science, Finance, Economics, and IT, Summa Cum Laude (First Class Honors)
Bradshaw Funds January 2015 - Present
Bruce Lee Beverage July 2015 - October 2015
Investor February 2010 - December 2014
Endeavour Capital July 2007 - February 2010
JPMorgan January 2005 - June 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Venture Capital, Value investing, Finance
Education
University of Cape Town 2004 — 2005
Master's degree, Finance, Distinction
University of Cape Town 2000 — 2003
Bachelor of Business Science, Finance, Economics, and IT, Summa Cum Laude (First Class Honors)
Sa'ar Yaniv's JPMorgan Experience May 2007 - January 2009
Job CoFounder, Director at FreshAdvisory
Industry Financial Services
Experience
FreshAdvisory June 2009 - Present
Hunter Mountain Ski Bowl, Inc. 2009 - 2014
JPMorgan May 2007 - January 2009
Oppenheimer 2005 - 2007
FBR 2001 - 2003
First Union 2000 - 2001
Skills
Investment Banking
Education
University of California, Davis
FreshAdvisory June 2009 - Present
Hunter Mountain Ski Bowl, Inc. 2009 - 2014
JPMorgan May 2007 - January 2009
Oppenheimer 2005 - 2007
FBR 2001 - 2003
First Union 2000 - 2001
Skills
Investment Banking
Education
University of California, Davis
Christina Kim's JPMorgan Experience January 2005 - March 2007
Job Vice President at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group (Global Infrastructure Debt Investments) July 2013 - Present
Goldman Sachs February 2010 - July 2013
Citigroup March 2007 - February 2010
JPMorgan January 2005 - March 2007
Skills
Investment Banking, Structured Finance, Capital Markets, Fixed Income, Series 7, Project Finance, Valuation, Hedge Funds, Bloomberg, Equities, Trading, Investments
Education
University of California, Berkeley
BA
연세대학교 / Yonsei University
Prudential Capital Group (Global Infrastructure Debt Investments) July 2013 - Present
Goldman Sachs February 2010 - July 2013
Citigroup March 2007 - February 2010
JPMorgan January 2005 - March 2007
Skills
Investment Banking, Structured Finance, Capital Markets, Fixed Income, Series 7, Project Finance, Valuation, Hedge Funds, Bloomberg, Equities, Trading, Investments
Education
University of California, Berkeley
BA
연세대학교 / Yonsei University
Jason Luftig's JPMorgan Experience 1997 - Present
Job Executive Director at JPMorgan Investment Bank Compensation
Industry Financial Services
Experience
JPMorgan 1997 - Present
Arthur Andersen, LLP 1992 - 1997
Education
University at Buffalo 1989 — 1992
JPMorgan 1997 - Present
Arthur Andersen, LLP 1992 - 1997
Education
University at Buffalo 1989 — 1992
John D Samuel's JPMorgan Experience 1995 - 2006
Job Daedalus Advisors, Inc.
Industry Management Consulting
Experience
Daedalus Advisors, Inc. June 2009 - Present
TrackBets International, Inc. 2007 - June 2009
JPMorgan CHase 1995 - 2006
JPMorganChase 1995 - 2006
JPMorgan 1995 - 2006
Chase 1995 - 2006
Skills
Banking, Product Management, Leadership, Public Speaking, Risk Management, Investment Banking, Financial Modeling, Portfolio Management, Program Management
Education
University at Buffalo
Daedalus Advisors, Inc. June 2009 - Present
TrackBets International, Inc. 2007 - June 2009
JPMorgan CHase 1995 - 2006
JPMorganChase 1995 - 2006
JPMorgan 1995 - 2006
Chase 1995 - 2006
Skills
Banking, Product Management, Leadership, Public Speaking, Risk Management, Investment Banking, Financial Modeling, Portfolio Management, Program Management
Education
University at Buffalo
Robert L Bing's JPMorgan Experience August 2010 - June 2011
Job Director at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank October 2014 - Present
CIT (via Kforce) March 2014 - October 2014
Capital One June 2011 - July 2013
JPMorgan August 2010 - June 2011
Deutsche Bank New York 2003 - 2010
Prudential Securities 2001 - 2003
JPMorgan 1987 - 2001
Skills
Treasury Management, Product Management, Treasury Services, Payments, Cash Management, Banking, Internet Banking, FX Options, Commercial Banking, Back Office, Treasury, SWIFT payments, Financial Services, Liquidity Management, Risk Management, CRM, Capital Markets, Credit Risk, Investment Banking, Fixed Income, Relationship Management, Derivatives, Trade Finance, Retail Banking, Financial Risk, Financial Institutions, AML, Portfolio Management, Operational Risk, Operational Risk..., Payment Systems
Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Geological Sciences
Standard Chartered Bank October 2014 - Present
CIT (via Kforce) March 2014 - October 2014
Capital One June 2011 - July 2013
JPMorgan August 2010 - June 2011
Deutsche Bank New York 2003 - 2010
Prudential Securities 2001 - 2003
JPMorgan 1987 - 2001
Skills
Treasury Management, Product Management, Treasury Services, Payments, Cash Management, Banking, Internet Banking, FX Options, Commercial Banking, Back Office, Treasury, SWIFT payments, Financial Services, Liquidity Management, Risk Management, CRM, Capital Markets, Credit Risk, Investment Banking, Fixed Income, Relationship Management, Derivatives, Trade Finance, Retail Banking, Financial Risk, Financial Institutions, AML, Portfolio Management, Operational Risk, Operational Risk..., Payment Systems
Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Geological Sciences
Paul O'Neill's JPMorgan Experience November 1994 - July 2010
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2013 - Present
Barclays Capital July 2010 - May 2013
JPMorgan November 1994 - July 2010
JP Morgan 1994 - July 2010
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Private Equity, Asset Based Lending, Equities, Credit Risk, Financial Modeling, Restructuring, Financial Analysis, Cash Flow, High Yield
Education
SUNY Albany
JPMorgan Chase June 2013 - Present
Barclays Capital July 2010 - May 2013
JPMorgan November 1994 - July 2010
JP Morgan 1994 - July 2010
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Private Equity, Asset Based Lending, Equities, Credit Risk, Financial Modeling, Restructuring, Financial Analysis, Cash Flow, High Yield
Education
SUNY Albany
Charles Orlich's JPMorgan Experience 2003 - Present
Job Global Trading Data and Analytics at JPMorgan
Industry Investment Banking
Experience
JPMorgan 2003 - Present
Oracle 2000 - 2003
J.P. Morgan 1998 - 2000
Credit Lyonnais Securities 1996 - 1998
Education
Union College 1991 — 1995
Mechanical Engineering
JPMorgan 2003 - Present
Oracle 2000 - 2003
J.P. Morgan 1998 - 2000
Credit Lyonnais Securities 1996 - 1998
Education
Union College 1991 — 1995
Mechanical Engineering
William O. Murphy's JPMorgan Experience 1989 - May 2015
Job Managing Director at HazelTree
Industry Financial Services
Experience
HazelTree July 2015 - Present
Hedge Funds Care March 2009 - Present
JPMorgan 1989 - May 2015
Skills
Equities, Hedge Funds, Private Equity, Alternative Investments, Asset Managment, Fixed Income, Derivatives, Capital Markets, Investments, Portfolio Management, Fund Of Funds, Bloomberg, Investment Banking, Due Diligence, Asset Management, Securities, Valuation
Education
UCLA Anderson School of Management
MBA, Finance and Economic Theory
HazelTree July 2015 - Present
Hedge Funds Care March 2009 - Present
JPMorgan 1989 - May 2015
Skills
Equities, Hedge Funds, Private Equity, Alternative Investments, Asset Managment, Fixed Income, Derivatives, Capital Markets, Investments, Portfolio Management, Fund Of Funds, Bloomberg, Investment Banking, Due Diligence, Asset Management, Securities, Valuation
Education
UCLA Anderson School of Management
MBA, Finance and Economic Theory
Katherine Blansett's JPMorgan Experience May 2006 - February 2008
Job Relationship Management
Industry Financial Services
Experience
Wedbush Securities December 2011 - March 2014
Merriman Capital, Inc. January 2011 - October 2011
Wetherby Asset Management February 2008 - January 2011
JPMorgan May 2006 - February 2008
UC Berkeley January 2003 - May 2006
SaRonix, LLC February 2000 - February 2002
Skills
Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets, Fixed Income, FINRA, Financial Modeling, Valuation
Education
University of California, Berkeley 2001 — 2006
BA, Interdisciplinary Studies
Wedbush Securities December 2011 - March 2014
Merriman Capital, Inc. January 2011 - October 2011
Wetherby Asset Management February 2008 - January 2011
JPMorgan May 2006 - February 2008
UC Berkeley January 2003 - May 2006
SaRonix, LLC February 2000 - February 2002
Skills
Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets, Fixed Income, FINRA, Financial Modeling, Valuation
Education
University of California, Berkeley 2001 — 2006
BA, Interdisciplinary Studies
Brian Okrent's JPMorgan Experience March 2002 - Present
Job Real Estate Asset Management at JPMorgan
Industry Real Estate
Experience
JPMorgan March 2002 - Present
Skills
Financial Modeling, Private Equity, Valuation, Investments, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
Master of Business Administration (MBA), Real Estate, Finance
Wesleyan University
Bachelor of Arts (BA), Economics
JPMorgan March 2002 - Present
Skills
Financial Modeling, Private Equity, Valuation, Investments, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
Master of Business Administration (MBA), Real Estate, Finance
Wesleyan University
Bachelor of Arts (BA), Economics
Anthony Paolone's JPMorgan Experience AssociateDLJ1997 - 2000
Job Executive Director at JPMorgan
Industry Research
Experience
JPMorgan AssociateDLJ1997 - 2000
Education
University of Cincinnati 1991 — 1995
JPMorgan AssociateDLJ1997 - 2000
Education
University of Cincinnati 1991 — 1995
Francois Pellerin's JPMorgan Experience April 2009 - March 2011
Job LDI Strategist at Pyramis Global Advisors
Industry Investment Banking
Experience
Pyramis Global Advisors November 2012 - Present
UBS Global Asset Management February 2011 - October 2012
JPMorgan April 2009 - March 2011
Citi September 2007 - January 2009
Towers Perrin May 1999 - August 2007
Morneau Sobeco 1995 - 1999
Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Investments, Asset Managment, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
Master of Business Administration (MBA), 2005
Universite Laval 1993 — 1995
Bachelor's degree, Actuarial Sciences
CEGEP de Trois-Rivieres 1990 — 1992
College Degree, Pure and Applied Sciences
Polyvalente St-Leonard d'Aston 1985 — 1990
High School Degree
Pyramis Global Advisors November 2012 - Present
UBS Global Asset Management February 2011 - October 2012
JPMorgan April 2009 - March 2011
Citi September 2007 - January 2009
Towers Perrin May 1999 - August 2007
Morneau Sobeco 1995 - 1999
Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Investments, Asset Managment, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
Master of Business Administration (MBA), 2005
Universite Laval 1993 — 1995
Bachelor's degree, Actuarial Sciences
CEGEP de Trois-Rivieres 1990 — 1992
College Degree, Pure and Applied Sciences
Polyvalente St-Leonard d'Aston 1985 — 1990
High School Degree
Gayle Rosenfeld's JPMorgan Experience 2007 - 2009
Job Business Development Professional Specializing in Nonprofits and Financial Services
Industry Nonprofit Organization Management
Experience
Banking and Fundraising Experience April 2013 - Present
Union College 1987 - Present
Bentley University 2010 - March 2013
JPMorgan 2007 - 2009
Sovereign Bank 2006 - 2007
Bank of America / FleetBoston Financial 2000 - 2005
Isabella Stewart Gardner Museum 1990 - 2005
Citizens Bank / State Street Bank and Trust Company 1995 - 2000
Shawmut Bank 1993 - 1995
Fleet Bank 1990 - 1993
Skills
Banking, Alumni Relations, Gift Planning, Sales, Relationship Management, Credit Analysis, Fundraising, Portfolio Management, Finance, Credit, Stewardship, Commercial Banking, Annual Fund, Philanthropy, Higher Education, Credit Risk, New Business Development, High Net Worth..., Mergers & Acquisitions, Commercial Lending, Investments, Wealth Management, Business Development, Loans, Management, Leadership, CRM, Financial Risk, Analysis, Volunteer Management, Executive Management, Event Planning, Real Estate, Accounting, Financial Services, Financial Reporting, Strategic Financial..., Financial Analysis, Private Equity, Due Diligence, Planned Giving, Annual Giving, Financial Modeling, Risk Management
Education
Union College 1981 — 1985
Bachelor of Arts (BA), Political Science
Newton South High School 1978 — 1981
Banking and Fundraising Experience April 2013 - Present
Union College 1987 - Present
Bentley University 2010 - March 2013
JPMorgan 2007 - 2009
Sovereign Bank 2006 - 2007
Bank of America / FleetBoston Financial 2000 - 2005
Isabella Stewart Gardner Museum 1990 - 2005
Citizens Bank / State Street Bank and Trust Company 1995 - 2000
Shawmut Bank 1993 - 1995
Fleet Bank 1990 - 1993
Skills
Banking, Alumni Relations, Gift Planning, Sales, Relationship Management, Credit Analysis, Fundraising, Portfolio Management, Finance, Credit, Stewardship, Commercial Banking, Annual Fund, Philanthropy, Higher Education, Credit Risk, New Business Development, High Net Worth..., Mergers & Acquisitions, Commercial Lending, Investments, Wealth Management, Business Development, Loans, Management, Leadership, CRM, Financial Risk, Analysis, Volunteer Management, Executive Management, Event Planning, Real Estate, Accounting, Financial Services, Financial Reporting, Strategic Financial..., Financial Analysis, Private Equity, Due Diligence, Planned Giving, Annual Giving, Financial Modeling, Risk Management
Education
Union College 1981 — 1985
Bachelor of Arts (BA), Political Science
Newton South High School 1978 — 1981
Pamela Parrish's JPMorgan Experience July 1997 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan July 1997 - Present
ABN AMRO March 1994 - July 1997
Davis Polk & Wardwell October 1989 - March 1994
Skills
Fixed Income, Capital Markets
Education
Tulane University Law School 1986 — 1989
JD
University of Virginia 1979 — 1983
BA
Dan River High School
JPMorgan July 1997 - Present
ABN AMRO March 1994 - July 1997
Davis Polk & Wardwell October 1989 - March 1994
Skills
Fixed Income, Capital Markets
Education
Tulane University Law School 1986 — 1989
JD
University of Virginia 1979 — 1983
BA
Dan River High School
Erika Grant's JPMorgan Experience December 2006 - February 2009
Job Massage Therapist at Burke Williams Day Spas, Inc.
Industry Events Services
Experience
Burke Williams Day Spas, Inc. November 2010 - Present
Neighborhood Parks Council January 2010 - July 2011
Noe Knit October 2008 - June 2009
JPMorgan December 2006 - February 2009
UC Santa Cruz September 2006 - December 2006
County of Santa Cruz November 2005 - June 2006
Education
University of California, Santa Cruz 2003 — 2006
Bachelor of Arts, Feminist Studies
Burke Williams Day Spas, Inc. November 2010 - Present
Neighborhood Parks Council January 2010 - July 2011
Noe Knit October 2008 - June 2009
JPMorgan December 2006 - February 2009
UC Santa Cruz September 2006 - December 2006
County of Santa Cruz November 2005 - June 2006
Education
University of California, Santa Cruz 2003 — 2006
Bachelor of Arts, Feminist Studies
Alex Cremidan's JPMorgan Experience 2006 - 2008
Job Vice President at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo November 2012 - Present
ING Real Estate Finance March 2008 - September 2012
JPMorgan 2006 - 2008
Amgen June 2006 - September 2006
Arizona Diamondbacks 2003 - 2006
Skills
Real Estate Finance, Commercial Real Estate, CMBS, Portfolio Management, Microsoft Excel, Argus Modeling, Underwriting, Commercial Mortgages, Securitization, Real Estate, Due Diligence, Loans
Education
University of California, San Diego 1999 — 2003
B.A., Economics with minor in Political Science
Wells Fargo November 2012 - Present
ING Real Estate Finance March 2008 - September 2012
JPMorgan 2006 - 2008
Amgen June 2006 - September 2006
Arizona Diamondbacks 2003 - 2006
Skills
Real Estate Finance, Commercial Real Estate, CMBS, Portfolio Management, Microsoft Excel, Argus Modeling, Underwriting, Commercial Mortgages, Securitization, Real Estate, Due Diligence, Loans
Education
University of California, San Diego 1999 — 2003
B.A., Economics with minor in Political Science
Paula Arthus's JPMorgan Experience 1979 - 2005
Job President & CEO, Omgeo; Managing Director, Data Services, DTCC
Industry Financial Services
Experience
DTCC SVPJPMorgan Chase1979 - 2005
JPMorgan 1979 - 2005
Education
University at Albany, SUNY 1975 — 1979
BS
DTCC SVPJPMorgan Chase1979 - 2005
JPMorgan 1979 - 2005
Education
University at Albany, SUNY 1975 — 1979
BS
Dominic Yung's JPMorgan Experience 2000 - 2006
Job Global Banking Professional
Industry Banking
Experience
The Bank of Tokyo-Mitsubishi UFJ 2011 - Present
New York State Society of CPAs 2008 - 2010
JPMorgan 2000 - 2006
Expeditors International 1997 - 2000
T. Rowe Price 1996 - 1997
Skills
Credit, Investment Banking, Management, Corporate Finance, Banking, Leadership, Accounting, Managerial Finance, Portfolio Management, Finance, Financial Analysis, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Majored in Finance, Accounting and Management
University of California, Los Angeles 1994 — 1995
MA, Economics
University of California, Los Angeles 1990 — 1994
BA, Economics/International Areas Studies
The Bank of Tokyo-Mitsubishi UFJ 2011 - Present
New York State Society of CPAs 2008 - 2010
JPMorgan 2000 - 2006
Expeditors International 1997 - 2000
T. Rowe Price 1996 - 1997
Skills
Credit, Investment Banking, Management, Corporate Finance, Banking, Leadership, Accounting, Managerial Finance, Portfolio Management, Finance, Financial Analysis, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Majored in Finance, Accounting and Management
University of California, Los Angeles 1994 — 1995
MA, Economics
University of California, Los Angeles 1990 — 1994
BA, Economics/International Areas Studies
Jeanette Mardinly's JPMorgan Experience 1986 - 2002
Job Executive Director at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan Chase June 2009 - July 2013
JPMorgan Chase January 2002 - June 2009
JPMorgan 1986 - 2002
Skills
Series 7, Series 24, Series 9/10
Education
New York University - Leonard N. Stern School of Business
Master's degree, Finance
Tufts University
BA, Child Study
J.P. Morgan July 2013 - Present
JPMorgan Chase June 2009 - July 2013
JPMorgan Chase January 2002 - June 2009
JPMorgan 1986 - 2002
Skills
Series 7, Series 24, Series 9/10
Education
New York University - Leonard N. Stern School of Business
Master's degree, Finance
Tufts University
BA, Child Study
Frank Kirby's JPMorgan Experience September 1996 - Present
Job Vice President at JPMORGAN
Industry Financial Services
Experience
JPMORGAN September 1996 - Present
kcorp January 1994 - September 1996
Equitable Capital April 1985 - December 1993
Education
University at Albany, SUNY
BA, History, English
JPMORGAN September 1996 - Present
kcorp January 1994 - September 1996
Equitable Capital April 1985 - December 1993
Education
University at Albany, SUNY
BA, History, English
Jason Manske's JPMorgan Experience July 1989 - February 2001
Job Senior Managing Director
Industry Insurance
Experience
MetLIfe Invesments 2008 - Present
Credit Suisse Securities (USA) LLC 2001 - 2008
JPMorgan July 1989 - February 2001
Skills
Investments, Fixed Income, Finance, Capital Markets, Rates, Asset Management, Marketing, Derivatives, Equities, Trading Systems, Market Risk, Hedge Funds, Management, Series 7, Trading, Sales, Investment Banking, Insurance, Portfolio Management, Credit Derivatives, Financial Risk, Bloomberg, Securities, Currency, Electronic Trading, Valuation, Options, Series 63, Alternative Investments, Bonds, Financial Services, Risk Management, Structured Products, Asset Allocation, Financial Markets
Education
Trinity College-Hartford 1985 — 1989
MetLIfe Invesments 2008 - Present
Credit Suisse Securities (USA) LLC 2001 - 2008
JPMorgan July 1989 - February 2001
Skills
Investments, Fixed Income, Finance, Capital Markets, Rates, Asset Management, Marketing, Derivatives, Equities, Trading Systems, Market Risk, Hedge Funds, Management, Series 7, Trading, Sales, Investment Banking, Insurance, Portfolio Management, Credit Derivatives, Financial Risk, Bloomberg, Securities, Currency, Electronic Trading, Valuation, Options, Series 63, Alternative Investments, Bonds, Financial Services, Risk Management, Structured Products, Asset Allocation, Financial Markets
Education
Trinity College-Hartford 1985 — 1989
Jason Schiff's JPMorgan Experience February 2006 - February 2008
Job VP of Marketing and Investor Relations at ZweigDiMenna
Industry Investment Management
Experience
Zweig-DiMenna Associates June 2009 - Present
JPMorgan February 2006 - February 2008
Smith Barney 2004 - 2006
Skills
Hedge Funds
Education
University of Arizona 2000 — 2004
Zweig-DiMenna Associates June 2009 - Present
JPMorgan February 2006 - February 2008
Smith Barney 2004 - 2006
Skills
Hedge Funds
Education
University of Arizona 2000 — 2004
Joseph Vernon's JPMorgan Experience 2005 - September 2010
Job Executive Director U.S. Product Manager/Prime Clearing Services
Industry Financial Services
Experience
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Thomas M. Kay's JPMorgan Experience February 1993 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan February 1993 - Present
JPMorgan 1993 - Present
New York Stock Exchange 1984 - Present
Pershing March 1981 - February 1993
Education
Fairleigh Dickinson University 1976 — 1978
BA, Political Science
Union County College 1972 — 1974
AA
Institute Finance
Options
JPMorgan February 1993 - Present
JPMorgan 1993 - Present
New York Stock Exchange 1984 - Present
Pershing March 1981 - February 1993
Education
Fairleigh Dickinson University 1976 — 1978
BA, Political Science
Union County College 1972 — 1974
AA
Institute Finance
Options
Lisa Onorato's JPMorgan Experience 1999 - 2015
Job Retired
Industry Financial Services
Experience
JPMorgan Chase 1999 - July 2015
JP Morgan 1998 - July 2015
JP Morgan Chase 1998 - July 2015
JPMorgan 1999 - 2015
Skills
Mutual Funds, Fixed Income, Relationship Management, Banking, Risk Management, Project Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Securities, Derivatives, Capital Markets, Financial Services, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1987 — 1989
MALD, International Relations
University of Massachusetts, Amherst 1980 — 1984
BA, Japanese Language and Lit
JPMorgan Chase 1999 - July 2015
JP Morgan 1998 - July 2015
JP Morgan Chase 1998 - July 2015
JPMorgan 1999 - 2015
Skills
Mutual Funds, Fixed Income, Relationship Management, Banking, Risk Management, Project Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Securities, Derivatives, Capital Markets, Financial Services, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1987 — 1989
MALD, International Relations
University of Massachusetts, Amherst 1980 — 1984
BA, Japanese Language and Lit
Ariadne Postrero's JPMorgan Experience May 2003 - September 2014
Job VicePresident at JPMorgan
Industry Financial Services
Experience
JPMorgan May 2003 - September 2014
Goldman Sachs July 2001 - May 2003
Bear Stearns January 2000 - June 2001
NEC Technologies Philippines January 1990 - December 1999
Skills
Trading Systems, Fixed Income, Investment Banking, Derivatives, Enterprise Architecture, Ext JS, Gemfire, Java, Java Enterprise Edition, JavaScript, JMS, JSON, HTML 5, OSGi, Project Management, Sencha Touch, Spring Integration, Web Development, Web Services
Education
University of Cebu
Bachelor's degree, Computer Engineering
JPMorgan May 2003 - September 2014
Goldman Sachs July 2001 - May 2003
Bear Stearns January 2000 - June 2001
NEC Technologies Philippines January 1990 - December 1999
Skills
Trading Systems, Fixed Income, Investment Banking, Derivatives, Enterprise Architecture, Ext JS, Gemfire, Java, Java Enterprise Edition, JavaScript, JMS, JSON, HTML 5, OSGi, Project Management, Sencha Touch, Spring Integration, Web Development, Web Services
Education
University of Cebu
Bachelor's degree, Computer Engineering
Vanessa Julien's JPMorgan Experience 2004 - Present
Job Institutional Credit & Rates Sales at JPMorgan
Industry Financial Services
Lynn Tsang's JPMorgan Experience 2005 - 2007
Job Vice President at Citi
Industry Investment Management
Experience
Citi November 2013 - Present
Ernst & Young January 2010 - October 2013
The Walt Disney Company June 2008 - August 2008
JPMorgan 2005 - 2007
Skills
Risk Management, Credit, Capital Markets, Banking, Finance, Project Management, Management, Financial Services
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Business Administration
University at Albany, SUNY 2001 — 2005
BS, Business Administration
Citi November 2013 - Present
Ernst & Young January 2010 - October 2013
The Walt Disney Company June 2008 - August 2008
JPMorgan 2005 - 2007
Skills
Risk Management, Credit, Capital Markets, Banking, Finance, Project Management, Management, Financial Services
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Business Administration
University at Albany, SUNY 2001 — 2005
BS, Business Administration
Sarab Leivers's JPMorgan Experience June 2008 - April 2010
Job Vice President, Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management March 2014 - Present
Goldman Sachs Asset Management March 2010 - March 2014
JPMorgan June 2008 - April 2010
Bear, Stearns & Co, Inc. October 2005 - June 2008
University of California, Santa Barbara August 2004 - June 2005
Hearst-Argyle March 2003 - August 2004
Skills
Analysis, Risk Management, Derivatives, Management, Project Management, Training, Valuation, Budgets, Trading, Marketing, Credit, Business Development, Sales, New Business Development, Credit Derivatives, Fixed Income, Financial Risk, Business Process, Equities, Integration, Hedge Funds, Investment Banking, Bloomberg, Disaster Recovery, Trading Systems, Swaps
Education
University of California, Santa Barbara 2004 — 2005
Master's, Business Economics
University of California, Santa Barbara 1998 — 2002
Bachelor's, Business Economics & Global Studies; Spanish minor
Santa Barbara City College
Certificate, TOESL, Teacher of English as a Second Language
Goldman Sachs Asset Management March 2014 - Present
Goldman Sachs Asset Management March 2010 - March 2014
JPMorgan June 2008 - April 2010
Bear, Stearns & Co, Inc. October 2005 - June 2008
University of California, Santa Barbara August 2004 - June 2005
Hearst-Argyle March 2003 - August 2004
Skills
Analysis, Risk Management, Derivatives, Management, Project Management, Training, Valuation, Budgets, Trading, Marketing, Credit, Business Development, Sales, New Business Development, Credit Derivatives, Fixed Income, Financial Risk, Business Process, Equities, Integration, Hedge Funds, Investment Banking, Bloomberg, Disaster Recovery, Trading Systems, Swaps
Education
University of California, Santa Barbara 2004 — 2005
Master's, Business Economics
University of California, Santa Barbara 1998 — 2002
Bachelor's, Business Economics & Global Studies; Spanish minor
Santa Barbara City College
Certificate, TOESL, Teacher of English as a Second Language
Dianna Eason's JPMorgan Experience October 2004 - May 2015
Job Business System Analyst at a Financial company
Industry Financial Services
Experience
A Financial company June 2015 - Present
JPMorgan October 2004 - May 2015
American Century Investments 1996 - 2004
Arizona Public Services (APS) August 1984 - October 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, SQL, DB2
Education
University of Central Missouri 1980 — 1984
BSBA, Accounting and Computer Information
A Financial company June 2015 - Present
JPMorgan October 2004 - May 2015
American Century Investments 1996 - 2004
Arizona Public Services (APS) August 1984 - October 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, SQL, DB2
Education
University of Central Missouri 1980 — 1984
BSBA, Accounting and Computer Information
James Greenfield's JPMorgan Experience April 2007 - Present
Job Executive Director at JPMorgan
Industry Capital Markets
Experience
JPMorgan April 2007 - Present
Simmons & Simmons September 2003 - April 2007
Skills
Capital Markets, Financial Structuring, Credit Derivatives, CDO, Risk Management, Corporate Law, Accounting, Structured Finance, Derivatives, Securitization, Structured Products, Fixed Income, Securities, Investment Banking
Education
The College of Law, London 2002 — 2003
LPC, Legal Practice Course
University of Birmingham 1998 — 2001
LLB, Law
Haberdashers' Aske's School for Boys 1991 — 1998
JPMorgan April 2007 - Present
Simmons & Simmons September 2003 - April 2007
Skills
Capital Markets, Financial Structuring, Credit Derivatives, CDO, Risk Management, Corporate Law, Accounting, Structured Finance, Derivatives, Securitization, Structured Products, Fixed Income, Securities, Investment Banking
Education
The College of Law, London 2002 — 2003
LPC, Legal Practice Course
University of Birmingham 1998 — 2001
LLB, Law
Haberdashers' Aske's School for Boys 1991 — 1998
Janice Nightingale's JPMorgan Experience 2001 - Present
Job oracle dba at JPMorgan
Industry Banking
Experience
Novation September 2012 - Present
JPMorgan 2001 - Present
JPMorgan Chase 2001 - Present
JP Morgan July 2001 - September 2012
Skills
PL/SQL, Erwin, SQL Tuning, Unix, Oracle
Education
University of Cape Town 1983 — 1985
B. Comm, Accounting
Novation September 2012 - Present
JPMorgan 2001 - Present
JPMorgan Chase 2001 - Present
JP Morgan July 2001 - September 2012
Skills
PL/SQL, Erwin, SQL Tuning, Unix, Oracle
Education
University of Cape Town 1983 — 1985
B. Comm, Accounting
Kevin W. Dillon's JPMorgan Experience March 2008 - March 2011
Job
Industry Financial Services
Experience
BNY Mellon December 2013 - May 2015
JPMorgan March 2008 - March 2011
SAC Capital April 2006 - March 2008
UBS 2000 - 2000
Sempra Energy 1998 - 1999
Skills
Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Trading, Finance, Derivatives, Portfolio Management, Investments, Financial Modeling, Customer Service, Management, Valuation, Options, Financial Analysis
Education
University of Arkansas 1992 — 1997
BSBA, Finance
Stamford High School
High School
BNY Mellon December 2013 - May 2015
JPMorgan March 2008 - March 2011
SAC Capital April 2006 - March 2008
UBS 2000 - 2000
Sempra Energy 1998 - 1999
Skills
Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Trading, Finance, Derivatives, Portfolio Management, Investments, Financial Modeling, Customer Service, Management, Valuation, Options, Financial Analysis
Education
University of Arkansas 1992 — 1997
BSBA, Finance
Stamford High School
High School
Alan Rothstein's JPMorgan Experience 2004 - 2010
Job O&C Program Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2013
JPMorgan 2004 - 2010
JP Morgan Chase 1995 - 2004
JP Morgan 1988 - 1995
Goldman Sachs 1985 - 1988
Skills
Project Management, SDLC, Agile Methodologies, ETFs, Global Custody, Financial Services, Vendor Management, Business Analysis, Process Modeling, Technology Product..., Fund Accounting, Banking, Risk Management, Prime Brokerage, Middle Office, Equities, Fixed Income, Derivatives, Investment Banking, Market Data, Trading Systems, User Acceptance Testing
Education
University at Albany, SUNY 1976 — 1980
ba, business
Wheatley
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2013
JPMorgan 2004 - 2010
JP Morgan Chase 1995 - 2004
JP Morgan 1988 - 1995
Goldman Sachs 1985 - 1988
Skills
Project Management, SDLC, Agile Methodologies, ETFs, Global Custody, Financial Services, Vendor Management, Business Analysis, Process Modeling, Technology Product..., Fund Accounting, Banking, Risk Management, Prime Brokerage, Middle Office, Equities, Fixed Income, Derivatives, Investment Banking, Market Data, Trading Systems, User Acceptance Testing
Education
University at Albany, SUNY 1976 — 1980
ba, business
Wheatley
Thomas Coccaro's JPMorgan Experience April 2000 - May 2001
Job Head Trader Bow Street LLC
Industry Financial Services
Experience
Bow Street LLC July 2011 - Present
FrontPoint Partners LLC May 2007 - July 2011
FrontPoint December 2003 - July 2011
UBS Investment Bank May 2002 - October 2003
ABN AMRO May 2001 - April 2002
JPMorgan April 2000 - May 2001
US Army May 1998 - February 2000
Skills
Equities, Mutual Funds, Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Options, Investments, Asset Managment, Portfolio Management, Valuation, Equity Research, Financial Modeling, Bonds
Education
United States Military Academy at West Point 1993 — 1998
BS, Environmental Science / Systems Engineer
Bow Street LLC July 2011 - Present
FrontPoint Partners LLC May 2007 - July 2011
FrontPoint December 2003 - July 2011
UBS Investment Bank May 2002 - October 2003
ABN AMRO May 2001 - April 2002
JPMorgan April 2000 - May 2001
US Army May 1998 - February 2000
Skills
Equities, Mutual Funds, Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Options, Investments, Asset Managment, Portfolio Management, Valuation, Equity Research, Financial Modeling, Bonds
Education
United States Military Academy at West Point 1993 — 1998
BS, Environmental Science / Systems Engineer
Cory Kasimov's JPMorgan Experience May 2007 - Present
Job Biotechnology Analyst at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2007 - Present
J.P. Morgan 2007 - Present
Oppenheimer & Co. 2004 - 2007
Skills
Venture Capital, Valuation, Equities, Financial Modeling, Investment Banking, Equity Research, Analysis, Strategic Planning, Pharmaceutical Industry, Management Consulting, Capital Markets, Market Research, Business Development, Biotechnology, Securities, Data Analysis, Finance, Hedge Funds, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, M&A experience, Investments, Investor Relations, Lifesciences, Asset Management, Corporate Finance, Entrepreneurship, Alternative Investments, Portfolio Management, Derivatives, Trading, Competitive Analysis, IPO, Business Strategy, Financial Analysis, Series 7, Emerging Markets, Competitive Intelligence, Equity Valuation, Fixed Income, Bloomberg, Series 63, Risk Management, Investment Management, Financial Services, Start-ups, Financial Markets, Market Analysis
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance, Marketing
Tulane University School of Public Health and Tropical Medicine 1995 — 1997
MPH, Health Systems Management
Tulane University 1990 — 1994
BS, Cellular and Molecular Biology
JPMorgan May 2007 - Present
J.P. Morgan 2007 - Present
Oppenheimer & Co. 2004 - 2007
Skills
Venture Capital, Valuation, Equities, Financial Modeling, Investment Banking, Equity Research, Analysis, Strategic Planning, Pharmaceutical Industry, Management Consulting, Capital Markets, Market Research, Business Development, Biotechnology, Securities, Data Analysis, Finance, Hedge Funds, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, M&A experience, Investments, Investor Relations, Lifesciences, Asset Management, Corporate Finance, Entrepreneurship, Alternative Investments, Portfolio Management, Derivatives, Trading, Competitive Analysis, IPO, Business Strategy, Financial Analysis, Series 7, Emerging Markets, Competitive Intelligence, Equity Valuation, Fixed Income, Bloomberg, Series 63, Risk Management, Investment Management, Financial Services, Start-ups, Financial Markets, Market Analysis
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance, Marketing
Tulane University School of Public Health and Tropical Medicine 1995 — 1997
MPH, Health Systems Management
Tulane University 1990 — 1994
BS, Cellular and Molecular Biology
Eric Sung's JPMorgan Experience May 2009 - August 2009
Job Vice President at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank May 2013 - Present
Deutsche Bank August 2009 - April 2013
JPMorgan May 2009 - August 2009
ITG September 2001 - April 2009
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equities, Equity Derivatives, Equity Trading, Fixed Income, Exchange Connectivity, Investment Banking, Sybase, Trading System, Capital Markets, Trading
Education
University of California, Los Angeles 1995 — 2003
MS, computer science
Deutsche Bank May 2013 - Present
Deutsche Bank August 2009 - April 2013
JPMorgan May 2009 - August 2009
ITG September 2001 - April 2009
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equities, Equity Derivatives, Equity Trading, Fixed Income, Exchange Connectivity, Investment Banking, Sybase, Trading System, Capital Markets, Trading
Education
University of California, Los Angeles 1995 — 2003
MS, computer science
Jason Forschler's JPMorgan Experience June 2006 - May 2015
Job Managing Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners May 2015 - Present
JPMorgan June 2006 - May 2015
Piper Jaffray February 2004 - June 2006
Skills
Capital Markets, Corporate Finance, Hedge Funds, Marketing, Strategic Planning, Securities, Private Equity, Investment Banking, Valuation, Financial Modeling, Financial Analysis, IPO, Corporate Development, Equities, LBO
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), Business Economics
Perella Weinberg Partners May 2015 - Present
JPMorgan June 2006 - May 2015
Piper Jaffray February 2004 - June 2006
Skills
Capital Markets, Corporate Finance, Hedge Funds, Marketing, Strategic Planning, Securities, Private Equity, Investment Banking, Valuation, Financial Modeling, Financial Analysis, IPO, Corporate Development, Equities, LBO
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), Business Economics
Hoai Ngo's JPMorgan Experience May 1999 - November 2001
Job
Industry Investment Management
Experience
RBS Greenwich Capital July 2006 - January 2008
Bear Stearns December 2001 - July 2006
JPMorgan May 1999 - November 2001
Skills
Equity Research, Investment Banking, High Yield, Fixed Income, Capital Markets, Equities, Financial Modeling, Investments, Trading, LBO, Mergers & Acquisitions, Credit Analysis, Credit, Securitization, Capital Structure, CDS
Education
Tulane University Law School 1995 — 1998
JD
University of California, San Diego 1990 — 1994
BA
RBS Greenwich Capital July 2006 - January 2008
Bear Stearns December 2001 - July 2006
JPMorgan May 1999 - November 2001
Skills
Equity Research, Investment Banking, High Yield, Fixed Income, Capital Markets, Equities, Financial Modeling, Investments, Trading, LBO, Mergers & Acquisitions, Credit Analysis, Credit, Securitization, Capital Structure, CDS
Education
Tulane University Law School 1995 — 1998
JD
University of California, San Diego 1990 — 1994
BA
Yoshiaki Sasamura's JPMorgan Experience August 1997 - December 2004
Job Structured Solutions at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities 2015 - Present
UBS Securities December 2009 - 2014
Mill Hill Advisors January 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2007 - September 2008
RBS Greenwich Capital December 2004 - April 2007
JPMorgan August 1997 - December 2004
Education
University of Cambridge
MA, Engineering
Mill Hill School
Mitsubishi UFJ Securities 2015 - Present
UBS Securities December 2009 - 2014
Mill Hill Advisors January 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2007 - September 2008
RBS Greenwich Capital December 2004 - April 2007
JPMorgan August 1997 - December 2004
Education
University of Cambridge
MA, Engineering
Mill Hill School
Charles Helly's JPMorgan Experience March 1997 - March 1998
Job Manager VP at US Bank Fund Services
Industry Accounting
Experience
US Bank March 2008 - Present
Bank of America June 2006 - October 2007
Nomura Securities May 2004 - June 2006
Bear Stearns March 1998 - May 2004
JPMorgan March 1997 - March 1998
Skills
Prime Brokerage, Alternative Investments, Financial Reporting, Fixed Income, Account Management, Account Reconciliation, Auditing, Financial Accounting, Management, Loans, Trading, Securitization, Internal Controls, Banking, Cash Management, Product Control, MBS
Education
State University of New York at Albany 1992 — 1996
Bachelor of Science (BS), Accounting
Elmont Memorial
US Bank March 2008 - Present
Bank of America June 2006 - October 2007
Nomura Securities May 2004 - June 2006
Bear Stearns March 1998 - May 2004
JPMorgan March 1997 - March 1998
Skills
Prime Brokerage, Alternative Investments, Financial Reporting, Fixed Income, Account Management, Account Reconciliation, Auditing, Financial Accounting, Management, Loans, Trading, Securitization, Internal Controls, Banking, Cash Management, Product Control, MBS
Education
State University of New York at Albany 1992 — 1996
Bachelor of Science (BS), Accounting
Elmont Memorial
Jean-Claude Linoir's JPMorgan Experience May 2007 - Present
Job AVP Global Securities Lending @ JPMorgan
Industry Financial Services
Experience
JPMorgan May 2007 - Present
Societe Generale 2005 - 2007
UBS 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Securities, Middle Office, Equities, Fixed Income, Securities Lending, Prime Brokerage, Derivatives, Bloomberg, Capital Markets, Collateral Management, Financial Services, Risk Management, Trading, Trading Systems, Investment Banking, Hedge Funds
Education
University of Bridgeport 1989 — 1993
JPMorgan May 2007 - Present
Societe Generale 2005 - 2007
UBS 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Securities, Middle Office, Equities, Fixed Income, Securities Lending, Prime Brokerage, Derivatives, Bloomberg, Capital Markets, Collateral Management, Financial Services, Risk Management, Trading, Trading Systems, Investment Banking, Hedge Funds
Education
University of Bridgeport 1989 — 1993
Johnie (J.J.) Davis's JPMorgan Experience September 2009 - September 2011
Job Computer Software Engineer at Aricent Group
Industry Information Technology and Services
Experience
Aricent Group May 2013 - Present
Harris Broadcast February 2013 - May 2013
Harris Corporation September 2011 - February 2013
JPMorgan September 2009 - September 2011
JP Morgan February 2006 - August 2009
AT&T 1981 - 2005
Skills
Software Configuration..., SDLC, Unix, Agile Methodologies, Requirements Analysis, SQL, Software Development, Software Project..., Testing, Integration, DB2, Disaster Recovery, Vendor Management, Java, XML, Process Improvement, Release Management, Visio, Microsoft SQL Server
Education
University of Central Missouri 1977 — 1981
BSBA, Computer Programming
Aricent Group May 2013 - Present
Harris Broadcast February 2013 - May 2013
Harris Corporation September 2011 - February 2013
JPMorgan September 2009 - September 2011
JP Morgan February 2006 - August 2009
AT&T 1981 - 2005
Skills
Software Configuration..., SDLC, Unix, Agile Methodologies, Requirements Analysis, SQL, Software Development, Software Project..., Testing, Integration, DB2, Disaster Recovery, Vendor Management, Java, XML, Process Improvement, Release Management, Visio, Microsoft SQL Server
Education
University of Central Missouri 1977 — 1981
BSBA, Computer Programming
Eileen Baines's JPMorgan Experience September 2005 - January 2010
Job VP Corporate Systems, Global Operations & Technology at Western Union
Industry Information Technology and Services
Experience
Western Union December 2013 - Present
Janus Capital Group January 2011 - December 2013
Janus Capital Group January 2010 - January 2011
JPMorgan September 2005 - January 2010
Janus Capital Group December 1999 - August 2005
Accenture May 1997 - December 1999
Skills
IT Management, IT Transformation, IT Strategy, SDLC, Business Analysis, Process Improvement, Information Technology, Disaster Recovery, Integration, Project Management, Professional Services, Business Process, Program Management, Strategic Planning, Vendor Management, Business Intelligence, Project Delivery, Software Implementation, Talent Assessment, Organizational..., Custom Software..., Management, Application Management, Data Strategy, Technology Integration, Partnering, Solution Delivery, Requirements Analysis
Education
University of Colorado at Boulder
Western Union December 2013 - Present
Janus Capital Group January 2011 - December 2013
Janus Capital Group January 2010 - January 2011
JPMorgan September 2005 - January 2010
Janus Capital Group December 1999 - August 2005
Accenture May 1997 - December 1999
Skills
IT Management, IT Transformation, IT Strategy, SDLC, Business Analysis, Process Improvement, Information Technology, Disaster Recovery, Integration, Project Management, Professional Services, Business Process, Program Management, Strategic Planning, Vendor Management, Business Intelligence, Project Delivery, Software Implementation, Talent Assessment, Organizational..., Custom Software..., Management, Application Management, Data Strategy, Technology Integration, Partnering, Solution Delivery, Requirements Analysis
Education
University of Colorado at Boulder
Alex McKindra's JPMorgan Experience July 1999 - Present
Job Managing Director at JPMorgan Securities
Industry Banking
Experience
JPMorgan July 1999 - Present
Barclays Capital August 1998 - June 1999
Skills
Investment Banking, Corporate Finance, Leveraged Finance, Capital Markets
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Corporate Finance
United States Military Academy at West Point 1989 — 1993
B.S., Economics
JPMorgan July 1999 - Present
Barclays Capital August 1998 - June 1999
Skills
Investment Banking, Corporate Finance, Leveraged Finance, Capital Markets
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Corporate Finance
United States Military Academy at West Point 1989 — 1993
B.S., Economics
Robert Matsumoto's JPMorgan Experience January 2000 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2000 - Present
Hambrecht & Quist October 1996 - December 1999
Apple Computer January 1995 - August 1996
Wilson Sonsini Goodrich and Rosati August 1988 - January 1995
Education
University of California, Berkeley 1984 — 1988
B.A., Legal Studies
JPMorgan January 2000 - Present
Hambrecht & Quist October 1996 - December 1999
Apple Computer January 1995 - August 1996
Wilson Sonsini Goodrich and Rosati August 1988 - January 1995
Education
University of California, Berkeley 1984 — 1988
B.A., Legal Studies
Analia Lopez Murphy's JPMorgan Experience October 2000 - Present
Job Emerging Markets Marketing at JPMorgan
Industry Financial Services
Experience
JPMorgan October 2000 - Present
Education
Universidad Torcuato Di Tella 1995 — 1999
BA, Economics and Business Administration
JPMorgan October 2000 - Present
Education
Universidad Torcuato Di Tella 1995 — 1999
BA, Economics and Business Administration
Brian Whitworth's JPMorgan Experience 2003 - 2008
Job Senior Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company 2009 - Present
JPMorgan 2003 - 2008
FinancialPatents 2000 - 2006
Marsh McLennan 1993 - 1999
Jardine Matheson/AON 1988 - 1993
Skills
Capital Markets, Risk Management, Valuation, Derivatives, Portfolio Management, Analysis, Bonds, Finance, Financial Modeling, Series 7, Securities, Insurance, Leadership, Patents, Mergers & Acquisitions, Project Management, Pensions, Investments, Fixed Income
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
The University of Chicago 1981 — 1985
BA, Physics
First Southwest Company 2009 - Present
JPMorgan 2003 - 2008
FinancialPatents 2000 - 2006
Marsh McLennan 1993 - 1999
Jardine Matheson/AON 1988 - 1993
Skills
Capital Markets, Risk Management, Valuation, Derivatives, Portfolio Management, Analysis, Bonds, Finance, Financial Modeling, Series 7, Securities, Insurance, Leadership, Patents, Mergers & Acquisitions, Project Management, Pensions, Investments, Fixed Income
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
The University of Chicago 1981 — 1985
BA, Physics
Brian Wynne's JPMorgan Experience August 2009 - January 2012
Job InvestorVP at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2012 - Present
JPMorgan August 2009 - January 2012
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance
J.P. Morgan January 2012 - Present
JPMorgan August 2009 - January 2012
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance
Jeff Bailin's JPMorgan Experience June 2008 - December 2009
Job Vice president Alternative Investment Services at The Bank of New York Mellon
Industry Investment Banking
Experience
The Bank of New York Mellon - BNY Mellon June 2011 - Present
JPMorgan June 2008 - December 2009
Bear Stearns 1985 - May 2008
Skills
Onboarding, Securities Lending, Corporate Actions, Financial Services, Equities, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Securities, Prime Brokerage, Banking, Settlement, Series 7, Asset Management, Portfolio Management, Mutual Funds, Cash Management
Education
University at Albany, SUNY 1981 — 1985
Bachelor of Science, Business Administraton-Finance
The Bank of New York Mellon - BNY Mellon June 2011 - Present
JPMorgan June 2008 - December 2009
Bear Stearns 1985 - May 2008
Skills
Onboarding, Securities Lending, Corporate Actions, Financial Services, Equities, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Securities, Prime Brokerage, Banking, Settlement, Series 7, Asset Management, Portfolio Management, Mutual Funds, Cash Management
Education
University at Albany, SUNY 1981 — 1985
Bachelor of Science, Business Administraton-Finance
Steve Weissman's JPMorgan Experience July 2008 - September 2013
Job Vice President Team Manager, Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Brendan Acton's JPMorgan Experience October 2003 - February 2010
Job VP Applications Manager at Merrill Lynch Global Commodities
Industry Financial Services
Experience
Merrill Lynch Global Commodities February 2010 - Present
JPMorgan October 2003 - February 2010
Halliburton January 1998 - September 2003
Skills
Trading Systems, Electronic Trading, Derivatives, Sybase, Market Data, Equities, Middle Office, Reference Data, Equity Derivatives, SDLC, Agile Methodologies, IT systems development, System Administration, Microsoft SQL Server, Software Development, Change Management, Enterprise Architecture, Software Project..., Program Management, Mentoring, Performance Management, People Development
Education
University of Aberdeen
BSc, Computer Science
Merrill Lynch Global Commodities February 2010 - Present
JPMorgan October 2003 - February 2010
Halliburton January 1998 - September 2003
Skills
Trading Systems, Electronic Trading, Derivatives, Sybase, Market Data, Equities, Middle Office, Reference Data, Equity Derivatives, SDLC, Agile Methodologies, IT systems development, System Administration, Microsoft SQL Server, Software Development, Change Management, Enterprise Architecture, Software Project..., Program Management, Mentoring, Performance Management, People Development
Education
University of Aberdeen
BSc, Computer Science
Andrea Tardy's JPMorgan Experience January 1997 - May 2006
Job Managing Director at JPMorgan
Industry Banking
Experience
J.P. Morgan August 2015 - Present
JP Morgan 2009 - Present
Goldman Sachs August 2007 - February 2009
JPMorgan January 1997 - May 2006
IMI Bank (Lux) SA January 1989 - December 1994
Skills
Management
Education
Università degli Studi di Torino 1984 — 1988
Law Degree
Liceo Classico M d'Azeglio 1979 — 1984
Maturità Classica-High School Diploma
J.P. Morgan August 2015 - Present
JP Morgan 2009 - Present
Goldman Sachs August 2007 - February 2009
JPMorgan January 1997 - May 2006
IMI Bank (Lux) SA January 1989 - December 1994
Skills
Management
Education
Università degli Studi di Torino 1984 — 1988
Law Degree
Liceo Classico M d'Azeglio 1979 — 1984
Maturità Classica-High School Diploma
Howard Grossman's JPMorgan Experience November 1991 - January 2013
Job Executive Director and Ass't General Counsel at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan February 2013 - Present
JPMorgan November 1991 - January 2013
Woods Oviatt Gilman LLP January 1989 - November 1991
Woods Oviatt Gilman LLP August 1980 - December 1989
Skills
Derivatives, Hedge Funds, Capital Markets, Bankruptcy, Workouts...
Education
SUNY at Buffalo 1977 — 1980
Doctor of Law (JD)
SUNY Albany 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
J.P. Morgan February 2013 - Present
JPMorgan November 1991 - January 2013
Woods Oviatt Gilman LLP January 1989 - November 1991
Woods Oviatt Gilman LLP August 1980 - December 1989
Skills
Derivatives, Hedge Funds, Capital Markets, Bankruptcy, Workouts...
Education
SUNY at Buffalo 1977 — 1980
Doctor of Law (JD)
SUNY Albany 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Luisa Angulo's JPMorgan Experience October 2009 - July 2012
Job Economics BA
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
JPMorgan October 2009 - July 2012
Virtcom Consulting June 2009 - October 2009
APALA September 2008 - December 2008
Skills
Bloomberg, Data Analysis, Financial Analysis, Strategic Planning, Valuation
Education
University of California, Santa Cruz 2007 — 2009
Business Management Economics B.A., Economics, Finance
Universidad Externado de Colombia
J.P. Morgan July 2012 - Present
JPMorgan October 2009 - July 2012
Virtcom Consulting June 2009 - October 2009
APALA September 2008 - December 2008
Skills
Bloomberg, Data Analysis, Financial Analysis, Strategic Planning, Valuation
Education
University of California, Santa Cruz 2007 — 2009
Business Management Economics B.A., Economics, Finance
Universidad Externado de Colombia
Frank Darden's JPMorgan Experience July 2007 - December 2007
Job Associate Portfolio Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass July 2014 - Present
Matador Resources Company May 2013 - August 2013
The Presidio Group LLC September 2008 - July 2012
JPMorgan July 2007 - December 2007
Skills
Private Equity, Mergers, Investment Banking, Due Diligence, Equity Research, Bloomberg, Hedge Funds, Mergers & Acquisitions, Analytics, Portfolio Management, Finance, Equities
Education
Tulane University - A.B. Freeman School of Business
University of Colorado Boulder
Bachelor's, History
BBVA Compass July 2014 - Present
Matador Resources Company May 2013 - August 2013
The Presidio Group LLC September 2008 - July 2012
JPMorgan July 2007 - December 2007
Skills
Private Equity, Mergers, Investment Banking, Due Diligence, Equity Research, Bloomberg, Hedge Funds, Mergers & Acquisitions, Analytics, Portfolio Management, Finance, Equities
Education
Tulane University - A.B. Freeman School of Business
University of Colorado Boulder
Bachelor's, History
Adam Bhaijee's JPMorgan Experience June 2006 - July 2007
Job Investment Professional
Industry Investment Management
Experience
Toro Investment Partners, LP May 2011 - Present
Meru Capital November 2009 - May 2011
Gama Partners September 2007 - December 2009
JPMorgan June 2006 - July 2007
Houlihan Lokey March 2004 - June 2006
Skills
Hedge Funds, Equities, Restructuring, Greater China, Value Investing, Valuation, Technology, Portfolio Management, Financial Modeling, Bloomberg
Education
University of California, Berkeley, Haas School of Business 1999 — 2003
Bachelor of Arts, Business Administration and Political Science
Toro Investment Partners, LP May 2011 - Present
Meru Capital November 2009 - May 2011
Gama Partners September 2007 - December 2009
JPMorgan June 2006 - July 2007
Houlihan Lokey March 2004 - June 2006
Skills
Hedge Funds, Equities, Restructuring, Greater China, Value Investing, Valuation, Technology, Portfolio Management, Financial Modeling, Bloomberg
Education
University of California, Berkeley, Haas School of Business 1999 — 2003
Bachelor of Arts, Business Administration and Political Science
Florin Mateoc's JPMorgan Experience 1999 - 2001
Job Expert Software Engineer
Industry Computer Software
Experience
Misys December 2007 - Present
Synchrony Systems 2005 - 2007
Suite LLC March 2002 - January 2005
JPMorgan 1999 - 2001
Integral July 1998 - August 1999
IBM September 1997 - July 1998
Mark Winter & Associates June 1995 - July 1997
Skills
Java, Smalltalk, C#, Object Oriented Design, Agile Methodologies, Software Development, Software Design, OOP, Software Engineering, Design Patterns, OOAD, Test Driven Development, XML, Java Enterprise Edition, UML, JavaScript
Education
1987 — 1989
M.Sc., Electrical Engineering
1983 — 1987
B.Sc., Electrical Engineering
Misys December 2007 - Present
Synchrony Systems 2005 - 2007
Suite LLC March 2002 - January 2005
JPMorgan 1999 - 2001
Integral July 1998 - August 1999
IBM September 1997 - July 1998
Mark Winter & Associates June 1995 - July 1997
Skills
Java, Smalltalk, C#, Object Oriented Design, Agile Methodologies, Software Development, Software Design, OOP, Software Engineering, Design Patterns, OOAD, Test Driven Development, XML, Java Enterprise Edition, UML, JavaScript
Education
1987 — 1989
M.Sc., Electrical Engineering
1983 — 1987
B.Sc., Electrical Engineering
Barney Cohen's JPMorgan Experience June 2006 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2006 - Present
Skills
Portfolio Management, Capital Markets, Private Equity, Financial Analysis
Education
University of California, Riverside
B.S., Economics
JPMorgan June 2006 - Present
Skills
Portfolio Management, Capital Markets, Private Equity, Financial Analysis
Education
University of California, Riverside
B.S., Economics
Jon Brachle's JPMorgan Experience 2007 - Present
Job Research Analyst at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan 2007 - Present
Skills
Equity Research, Investments, Valuation, Financial Modeling, Bloomberg, Equities
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Chartered Financial Analyst
Completed Coursework in 2011
JPMorgan 2007 - Present
Skills
Equity Research, Investments, Valuation, Financial Modeling, Bloomberg, Equities
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Chartered Financial Analyst
Completed Coursework in 2011
Jerry Hartzog's JPMorgan Experience March 1997 - March 1999
Job Principal at Charleston Financial Analytics LLC
Industry Financial Services
Experience
Charleston Financial Analytics LLC March 1999 - Present
Cortview Capital Markets December 2010 - October 2012
Charleston Financial Analytics, LLC March 1999 - November 2010
JPMorgan March 1997 - March 1999
UBS-PaineWebber August 1992 - March 1997
Federal Home Loan Bank of San Francisco August 1989 - August 1992
Salomon Brothers 1985 - 1988
Skills
Fixed Income, Derivatives, Valuation, Investments, Risk Management, Trading, Mortgage Lending, Finance, Capital Markets, Hedging, Securities, Bonds, Portfolio Management, Equities, Residential Mortgages, Financial Structuring, Structured Finance, Credit Derivatives, Bloomberg, MBS, ABS, Structured Products, Interest Rate..., Hedge Funds, ALM, Stress Testing, Expert Witness, Mortgage, Expert Witness Testimony, Agricultural Economics
Education
University of Alabama
PhD, Finance
Wofford College
BA, Economics
Charleston Financial Analytics LLC March 1999 - Present
Cortview Capital Markets December 2010 - October 2012
Charleston Financial Analytics, LLC March 1999 - November 2010
JPMorgan March 1997 - March 1999
UBS-PaineWebber August 1992 - March 1997
Federal Home Loan Bank of San Francisco August 1989 - August 1992
Salomon Brothers 1985 - 1988
Skills
Fixed Income, Derivatives, Valuation, Investments, Risk Management, Trading, Mortgage Lending, Finance, Capital Markets, Hedging, Securities, Bonds, Portfolio Management, Equities, Residential Mortgages, Financial Structuring, Structured Finance, Credit Derivatives, Bloomberg, MBS, ABS, Structured Products, Interest Rate..., Hedge Funds, ALM, Stress Testing, Expert Witness, Mortgage, Expert Witness Testimony, Agricultural Economics
Education
University of Alabama
PhD, Finance
Wofford College
BA, Economics
Leo Biagini's JPMorgan Experience March 2008 - June 2012
Job Managing Director Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
JPMorgan March 2008 - June 2012
Citigroup July 2004 - February 2008
The Exxel Group July 1999 - June 2002
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
University of Buenos Aires 1992 — 1999
Industrial Engineer, Engineer
Credit Suisse July 2012 - Present
JPMorgan March 2008 - June 2012
Citigroup July 2004 - February 2008
The Exxel Group July 1999 - June 2002
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
University of Buenos Aires 1992 — 1999
Industrial Engineer, Engineer
Denise Fox's JPMorgan Experience Senior Manager, IT/OPS Due DiligencePrice Waterhouse CoopersJune 2000 - December 2002
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan Senior Manager, IT/OPS Due DiligencePrice Waterhouse CoopersJune 2000 - December 2002
Price Waterhouse June 1988 - November 2000
Price Waterhouse Management Consultants May 1995 - March 2000
Conagra Foods May 1995 - December 1998
Education
Tulane University 1979 — 1983
BS, Computer Science/Statistics
University of North Florida
JPMorgan Senior Manager, IT/OPS Due DiligencePrice Waterhouse CoopersJune 2000 - December 2002
Price Waterhouse June 1988 - November 2000
Price Waterhouse Management Consultants May 1995 - March 2000
Conagra Foods May 1995 - December 1998
Education
Tulane University 1979 — 1983
BS, Computer Science/Statistics
University of North Florida
Juwan Lee's JPMorgan Experience 2007 - 2010
Job Lead Founder and CEO
Industry Internet
Experience
Huaan Asset Management (Hong Kong) Ltd June 2012 - November 2013
JP Morgan Asset Management Division 2010 - 2011
JPMorgan 2007 - 2010
Continuity Capital 2001 - 2007
SAC Capital 2003 - 2005
Osprey Capital 1998 - 2000
Rothschild Asset Management 1996 - 1998
Montgomery Asset Management 1993 - 1996
Bank of America 1988 - 1993
Skills
Equities, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Investment Banking, Banking, Asset Management, Derivatives, Fixed Income, Capital Markets, Proprietary Trading, Financial Advisory, Bloomberg, Financial Social Media, Venture Capital, Strategy, Financial Services, Start-ups, Entrepreneurship, Management, Alternative Investments, Finance, Trading, Financial Modeling, Emerging Markets
Education
University of California, Berkeley
Engineering
Huaan Asset Management (Hong Kong) Ltd June 2012 - November 2013
JP Morgan Asset Management Division 2010 - 2011
JPMorgan 2007 - 2010
Continuity Capital 2001 - 2007
SAC Capital 2003 - 2005
Osprey Capital 1998 - 2000
Rothschild Asset Management 1996 - 1998
Montgomery Asset Management 1993 - 1996
Bank of America 1988 - 1993
Skills
Equities, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Investment Banking, Banking, Asset Management, Derivatives, Fixed Income, Capital Markets, Proprietary Trading, Financial Advisory, Bloomberg, Financial Social Media, Venture Capital, Strategy, Financial Services, Start-ups, Entrepreneurship, Management, Alternative Investments, Finance, Trading, Financial Modeling, Emerging Markets
Education
University of California, Berkeley
Engineering
Jean Nagatani's JPMorgan Experience January 1984 - August 2011
Job Managing Director at JPM retired
Industry Banking
Experience
JPMorgan January 1984 - August 2011
Education
University of Chicago 1975 — 1977
MBA
University of California, Berkeley 1966 — 1971
AB, MA, French Language and Literature
Institute for American Universities, Aix-en-Provence, France 1965 — 1966
JPMorgan January 1984 - August 2011
Education
University of Chicago 1975 — 1977
MBA
University of California, Berkeley 1966 — 1971
AB, MA, French Language and Literature
Institute for American Universities, Aix-en-Provence, France 1965 — 1966
Sinead O' Callaghan's JPMorgan Experience March 2008 - June 2012
Job Independent Consultant at Murex Project Manager
Industry Investment Banking
Experience
Murex February 2014 - Present
Murex July 2012 - February 2014
JPMorgan March 2008 - June 2012
JPMorgan December 2006 - March 2008
JPMorgan April 2005 - December 2006
JPMorgan June 2003 - April 2005
JPMorgan September 2002 - May 2003
A. W. Chesterton Company March 2001 - September 2001
Skills
Derivatives, Business Analysis, Fixed Income, Risk Management, Program Management, Portfolio Management, Credit, PMO, Project Management, Trading Systems, Investment Banking, Software Project...
Education
University College Cork
BSC Business Information Systems
Murex February 2014 - Present
Murex July 2012 - February 2014
JPMorgan March 2008 - June 2012
JPMorgan December 2006 - March 2008
JPMorgan April 2005 - December 2006
JPMorgan June 2003 - April 2005
JPMorgan September 2002 - May 2003
A. W. Chesterton Company March 2001 - September 2001
Skills
Derivatives, Business Analysis, Fixed Income, Risk Management, Program Management, Portfolio Management, Credit, PMO, Project Management, Trading Systems, Investment Banking, Software Project...
Education
University College Cork
BSC Business Information Systems
Julie Kaupp's JPMorgan Experience July 2002 - Present
Job Executive Assistant at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2002 - Present
Rail Europe Group July 1992 - February 2002
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Arts (B.A.), International Relations
JPMorgan July 2002 - Present
Rail Europe Group July 1992 - February 2002
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Arts (B.A.), International Relations
robert henchey's JPMorgan Experience May 1978 - January 1999
Job Founder & CEO at Ossipee, LLC
Industry Capital Markets
Experience
Ossipee, LLC January 2008 - Present
Integrated Funding Solutions, LLC January 2008 - June 2010
General Electric Credit Corp. May 1974 - May 2008
Speranza Systems, Inc January 2006 - January 2008
Automated Financial Systems, Inc. July 2001 - January 2005
Sierra Cities, LLC January 1999 - June 2001
JPMorgan May 1978 - January 1999
Mead Corp. January 1970 - May 1974
Skills
Microsoft Office, Management, Microsoft Excel, Project Management, Business Strategy, Leadership, Financial Analysis, Microsoft Word, Sales, PowerPoint
Education
University of Bridgeport 1967 — 1969
Bachelor of Science (BS), Accounting/Economics
University of Bridgeport 1967 — 1969
Bachelor of Science (BS), Accounting and Finance
Ossipee, LLC January 2008 - Present
Integrated Funding Solutions, LLC January 2008 - June 2010
General Electric Credit Corp. May 1974 - May 2008
Speranza Systems, Inc January 2006 - January 2008
Automated Financial Systems, Inc. July 2001 - January 2005
Sierra Cities, LLC January 1999 - June 2001
JPMorgan May 1978 - January 1999
Mead Corp. January 1970 - May 1974
Skills
Microsoft Office, Management, Microsoft Excel, Project Management, Business Strategy, Leadership, Financial Analysis, Microsoft Word, Sales, PowerPoint
Education
University of Bridgeport 1967 — 1969
Bachelor of Science (BS), Accounting/Economics
University of Bridgeport 1967 — 1969
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS