JPMorgan Company
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Employees
Employee
Years
Job
Industry
Rajesh Raghupati Rajesh Raghupati's JPMorgan Experience April 2002 - Present
Job Vice President Distributed Technology Infrastructure
Industry Information Technology and Services
Experience
JPMorgan April 2002 - Present
KForce April 2002 - April 2005
IBM 2003 - December 2004
Mascon November 2001 - September 2004
Prudential 2000 - 2002
Antarix e-Applications April 2000 - December 2000
DSQ Software Ltd. April 1996 - April 2000
Education
University of Madras 1997 — 2000
MCA
Gill Adarsh 1992 — 1993
High School
PSBB 1979 — 1991
Secondary
JPMorgan April 2002 - Present
KForce April 2002 - April 2005
IBM 2003 - December 2004
Mascon November 2001 - September 2004
Prudential 2000 - 2002
Antarix e-Applications April 2000 - December 2000
DSQ Software Ltd. April 1996 - April 2000
Education
University of Madras 1997 — 2000
MCA
Gill Adarsh 1992 — 1993
High School
PSBB 1979 — 1991
Secondary
Mark Golombeck Mark Golombeck's JPMorgan Experience 2000 - 2001
Job Managing Director at 20 Gates
Industry Banking
Experience
20 Gates Management 2010 - Present
Credit Suisse 2001 - October 2010
JPMorgan 2000 - 2001
American Capital Access 1998 - 2000
Standard & Poor's 1995 - 1998
Deloitte & Touche 1992 - 1995
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Valuation, Bonds, Alternative Investments, Credit Derivatives, Equities, Structured Products, Bloomberg, Structured Finance, Private Equity, Securitization, Investment Banking, Financial Analysis, ABS, Portfolio Management, Securities, MBS, CDO, High Yield
Education
University of Maryland Baltimore County 1986 — 1990
20 Gates Management 2010 - Present
Credit Suisse 2001 - October 2010
JPMorgan 2000 - 2001
American Capital Access 1998 - 2000
Standard & Poor's 1995 - 1998
Deloitte & Touche 1992 - 1995
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Valuation, Bonds, Alternative Investments, Credit Derivatives, Equities, Structured Products, Bloomberg, Structured Finance, Private Equity, Securitization, Investment Banking, Financial Analysis, ABS, Portfolio Management, Securities, MBS, CDO, High Yield
Education
University of Maryland Baltimore County 1986 — 1990
Scott Breaux, CFA Scott Breaux, CFA's JPMorgan Experience January 2005 - April 2008
Job Senior Vice President, Investment Manager at ANB Bank
Industry Investment Management
Experience
ANB Bank June 2014 - Present
Advised Assets Group, LLC a subsidiary of Great West Life & Annuity Insurance Co. January 2012 - June 2014
First Western Trust Bank June 2008 - February 2011
Baby Breaux, LLC January 2002 - December 2010
JPMorgan January 2005 - April 2008
INVESCO January 1994 - September 2004
Skills
Portfolio Management, Risk Management, Quantitative Analytics, Investments, Asset Managment, Equities, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Valuation, Asset Management, Investment Management, Finance, Due Diligence, Capital Markets, Investment Advisory, Equity Valuation, Private Equity, ETFs, Bonds, Retirement Planning, Derivatives, Relationship Management, 401k, High Net Worth..., Fund Of Funds, Structured Products, Bloomberg, Financial Analysis
Education
University of Colorado Denver 1994 — 1996
Master of Science, Finance
University of Louisiana at Lafayette 1988 — 1992
Bachelor of Science, Finance
ANB Bank June 2014 - Present
Advised Assets Group, LLC a subsidiary of Great West Life & Annuity Insurance Co. January 2012 - June 2014
First Western Trust Bank June 2008 - February 2011
Baby Breaux, LLC January 2002 - December 2010
JPMorgan January 2005 - April 2008
INVESCO January 1994 - September 2004
Skills
Portfolio Management, Risk Management, Quantitative Analytics, Investments, Asset Managment, Equities, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Valuation, Asset Management, Investment Management, Finance, Due Diligence, Capital Markets, Investment Advisory, Equity Valuation, Private Equity, ETFs, Bonds, Retirement Planning, Derivatives, Relationship Management, 401k, High Net Worth..., Fund Of Funds, Structured Products, Bloomberg, Financial Analysis
Education
University of Colorado Denver 1994 — 1996
Master of Science, Finance
University of Louisiana at Lafayette 1988 — 1992
Bachelor of Science, Finance
Indra Josephs Indra Josephs's JPMorgan Experience January 2007 - September 2010
Job Banker, Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
JP Morgan September 2010 - Present
JPMorgan January 2007 - September 2010
Skills
Investments, Credit, Financial Advisory, Wealth Management, Finance, Series 7, Asset Managment, High Net Worth..., Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelor, Finance & Organizatioanal Administration
J.P. Morgan January 2015 - Present
JP Morgan September 2010 - Present
JPMorgan January 2007 - September 2010
Skills
Investments, Credit, Financial Advisory, Wealth Management, Finance, Series 7, Asset Managment, High Net Worth..., Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelor, Finance & Organizatioanal Administration
Adam Cwiklinski Adam Cwiklinski's JPMorgan Experience June 2008 - May 2009
Job Manager Financial Services Advisory at EY
Industry Management Consulting
Experience
EY May 2014 - Present
J.P. Morgan June 2012 - May 2014
J.P. Morgan July 2009 - June 2012
JPMorgan June 2008 - May 2009
Skills
Derivatives, Finance, Treasury, Swaps, Financial Analysis, Bloomberg, Financial Services, Funds Transfer Pricing, Secured Financing, Liquidity Management, Liquidity Risk, Treasury Management, Program Management, Project Management, Management
Education
University of Delaware 2005 — 2009
B.S., Finance
EY May 2014 - Present
J.P. Morgan June 2012 - May 2014
J.P. Morgan July 2009 - June 2012
JPMorgan June 2008 - May 2009
Skills
Derivatives, Finance, Treasury, Swaps, Financial Analysis, Bloomberg, Financial Services, Funds Transfer Pricing, Secured Financing, Liquidity Management, Liquidity Risk, Treasury Management, Program Management, Project Management, Management
Education
University of Delaware 2005 — 2009
B.S., Finance
Jim Brunke Jim Brunke's JPMorgan Experience December 1995 - July 1996
Job Enterprise Management Architect
Industry Information Technology and Services
Experience
Crystal Technology Solutions Group March 2002 - Present
Intrinsic Technologies October 2001 - March 2002
Netigy Corporation January 2000 - September 2001
RPM Consulting January 1999 - December 1999
Computer Science Corporation July 1996 - December 1998
JPMorgan December 1995 - July 1996
JPMorgan July 1989 - December 1995
Skills
Solaris, Integration, Unix, Linux, Perl, Systems Management, Servers, IT Management, Cisco Technologies, Netcool, AIX, Solution Architecture, SQL, Enterprise Architecture, Windows, Virtualization, HP Openview, ITIL, Cloud Computing, Data Center, BMC Remedy, Architectures, IT Strategy, Enterprise Software, Java, System Deployment, VMware, Network Security, IT Service Management, Disaster Recovery, IBM Tivoli, Security, Network Administration, Vendor Management, Storage, TCP/IP, Network Architecture, Distributed Systems, Enterprise Management...
Education
University of Delaware 1985 — 1989
BS, Computer and Information Sciences
Crystal Technology Solutions Group March 2002 - Present
Intrinsic Technologies October 2001 - March 2002
Netigy Corporation January 2000 - September 2001
RPM Consulting January 1999 - December 1999
Computer Science Corporation July 1996 - December 1998
JPMorgan December 1995 - July 1996
JPMorgan July 1989 - December 1995
Skills
Solaris, Integration, Unix, Linux, Perl, Systems Management, Servers, IT Management, Cisco Technologies, Netcool, AIX, Solution Architecture, SQL, Enterprise Architecture, Windows, Virtualization, HP Openview, ITIL, Cloud Computing, Data Center, BMC Remedy, Architectures, IT Strategy, Enterprise Software, Java, System Deployment, VMware, Network Security, IT Service Management, Disaster Recovery, IBM Tivoli, Security, Network Administration, Vendor Management, Storage, TCP/IP, Network Architecture, Distributed Systems, Enterprise Management...
Education
University of Delaware 1985 — 1989
BS, Computer and Information Sciences
Scott McIntosh Scott McIntosh's JPMorgan Experience 2003 - 2005
Job Project Manager / Business Analyst
Industry Capital Markets
Experience
Northern Trust Corporation 2014 - 2015
JPMorgan Chase 2012 - 2014
CME Group 2010 - 2012
Newedge 2008 - 2010
Capgemini Consulting 2005 - 2008
JPMorgan 2003 - 2005
ABN AMRO 1994 - 2000
Bank of America 1989 - 1994
Skills
Derivatives, Trading Systems, Business Analysis, SDLC, Options, Equities, Risk Management, Requirements Gathering, Financial Services, Electronic Trading, Fixed Income, Sybase, Trading, Investment Banking, Back Office, Management, Project Management, Business Requirements, Capital Markets, Financial Markets, Analysis, Integration, SQL, FX Options, Software Development, Requirements Analysis, Banking, Process Improvement, Consulting, Leadership
Education
University of Illinois at Chicago
MBA, Finance
University of Wisconsin-Madison
BA, English
Northern Trust Corporation 2014 - 2015
JPMorgan Chase 2012 - 2014
CME Group 2010 - 2012
Newedge 2008 - 2010
Capgemini Consulting 2005 - 2008
JPMorgan 2003 - 2005
ABN AMRO 1994 - 2000
Bank of America 1989 - 1994
Skills
Derivatives, Trading Systems, Business Analysis, SDLC, Options, Equities, Risk Management, Requirements Gathering, Financial Services, Electronic Trading, Fixed Income, Sybase, Trading, Investment Banking, Back Office, Management, Project Management, Business Requirements, Capital Markets, Financial Markets, Analysis, Integration, SQL, FX Options, Software Development, Requirements Analysis, Banking, Process Improvement, Consulting, Leadership
Education
University of Illinois at Chicago
MBA, Finance
University of Wisconsin-Madison
BA, English
Sarah Bidnick's JPMorgan Experience September 2001 - April 2003
Job VP of Marketing at TodayTix
Industry Marketing and Advertising
Experience
TodayTix December 2013 - Present
The Fearless Group September 2011 - December 2013
OURsceneTV July 2009 - October 2010
AFI March 2008 - July 2009
MacNeil Lehrer Productions July 2008 - February 2009
JPMorgan Chase April 2003 - July 2007
JPMorgan September 2001 - April 2003
Skills
Social Media, Digital Marketing, Social Media Marketing, Digital Strategy, Digital Media, Strategy, Mobile Marketing, Advertising, New Media, Start-ups, Television, Marketing, Strategic Partnerships, Public Relations, Video, Online Marketing, Marketing Strategy, Video Production, Film, Integrated Marketing, Newsletters, Brand Management, Online Advertising, Mobile Devices, Photography, Analytics, Content Strategy, Web Content, Email Marketing, Film Production
Education
University of Scranton 1997 — 2001
Bachelor of Science in Finance, Minor in Operations & Information Management
University of Leuven 2000 — 2000
Economic Aspects of European Integration, Flemish Art & European Culture
TodayTix December 2013 - Present
The Fearless Group September 2011 - December 2013
OURsceneTV July 2009 - October 2010
AFI March 2008 - July 2009
MacNeil Lehrer Productions July 2008 - February 2009
JPMorgan Chase April 2003 - July 2007
JPMorgan September 2001 - April 2003
Skills
Social Media, Digital Marketing, Social Media Marketing, Digital Strategy, Digital Media, Strategy, Mobile Marketing, Advertising, New Media, Start-ups, Television, Marketing, Strategic Partnerships, Public Relations, Video, Online Marketing, Marketing Strategy, Video Production, Film, Integrated Marketing, Newsletters, Brand Management, Online Advertising, Mobile Devices, Photography, Analytics, Content Strategy, Web Content, Email Marketing, Film Production
Education
University of Scranton 1997 — 2001
Bachelor of Science in Finance, Minor in Operations & Information Management
University of Leuven 2000 — 2000
Economic Aspects of European Integration, Flemish Art & European Culture
Audrey Bloemer's JPMorgan Experience September 2009 - February 2010
Job PPC Associate at Seer Interactive
Industry Marketing and Advertising
Experience
SEER Interactive June 2012 - Present
The JAR Group June 2010 - June 2012
JPMorgan September 2009 - February 2010
Herr Foods Inc. June 2007 - August 2007
Skills
PPC, Affiliate Marketing, Google Analytics, Online Marketing, Google Adwords, SEM, Marketing Strategy, Marketing Communications, E-commerce, Online Advertising, Google Adwords..., Lead Generation, Account Management, Social Media, Microsoft Excel, Excel, HTML, Bing Ads, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor, Finance, Marketing
SEER Interactive June 2012 - Present
The JAR Group June 2010 - June 2012
JPMorgan September 2009 - February 2010
Herr Foods Inc. June 2007 - August 2007
Skills
PPC, Affiliate Marketing, Google Analytics, Online Marketing, Google Adwords, SEM, Marketing Strategy, Marketing Communications, E-commerce, Online Advertising, Google Adwords..., Lead Generation, Account Management, Social Media, Microsoft Excel, Excel, HTML, Bing Ads, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor, Finance, Marketing
John Curcio John Curcio's JPMorgan Experience 1985 - 2006
Job Chief Technology Officer IT Infrastructure and Application Support
Industry Financial Services
Experience
SunTrust Bank February 2013 - Present
UBS May 2011 - December 2012
UBS August 2009 - April 2011
UBS May 2006 - August 2009
JPMorgan 1985 - 2006
Skills
Disaster Recovery, Offshoring, IT Strategy, Data Center, ITIL, Program Management, IT Management, Strategy, IT Service Management, Management, Information Technology, Business Continuity, Leadership, Telecommunications, Vendor Management, Enterprise Architecture, IT Outsourcing, PMO, Risk Management, Portfolio Management, SDLC, Governance, Project Portfolio..., Architecture, Product Management, Business Analysis, Wealth Management, Trading Floor, Outsourcing, Offshore Operations, Cloud Computing, Application Performance..., Managed Services
Education
Saint John's University
BS, Accounting
University of Delaware
Executive MBA Program
SunTrust Bank February 2013 - Present
UBS May 2011 - December 2012
UBS August 2009 - April 2011
UBS May 2006 - August 2009
JPMorgan 1985 - 2006
Skills
Disaster Recovery, Offshoring, IT Strategy, Data Center, ITIL, Program Management, IT Management, Strategy, IT Service Management, Management, Information Technology, Business Continuity, Leadership, Telecommunications, Vendor Management, Enterprise Architecture, IT Outsourcing, PMO, Risk Management, Portfolio Management, SDLC, Governance, Project Portfolio..., Architecture, Product Management, Business Analysis, Wealth Management, Trading Floor, Outsourcing, Offshore Operations, Cloud Computing, Application Performance..., Managed Services
Education
Saint John's University
BS, Accounting
University of Delaware
Executive MBA Program
David Manley's JPMorgan Experience May 1993 - June 1996
Job Project Manager at The Judge Group
Industry Information Technology and Services
Experience
The Judge Group September 2014 - Present
VMark360 January 2011 - Present
Zolon Tech Inc. April 2014 - September 2014
Experis IT August 2013 - February 2014
Computer Sciences Corporation May 1997 - January 2013
MBNA June 1996 - May 1997
JPMorgan May 1993 - June 1996
Skills
Visual Studio, Network Communications, IT Management, IT Strategy, Integration, IT Service Management, ITIL, Cloud Computing, Program Management, Enterprise Architecture, Agile Methodologies, Vendor Management, Software Project..., SDLC, Unix, IT Operations, Disaster Recovery, Data Center, Software Development, Perl, Networking, Databases, Servers, Infrastructure, SAN, Telemarketing, Management, Solution Architecture, IT Outsourcing, Project Management, Virtualization, Service Delivery, Outsourcing, PMP, PMO, Security, Service Management, Project Portfolio..., Business Continuity, Incident Management, Project Delivery, Resource Management, Market Data, Reference Data, Information Technology, SharePoint, Consulting, Requirements Analysis, Business Analysis, Leadership
Education
University of Delaware 1984 — 1988
MBA, Business Administration
University of Delaware 1975 — 1980
Bach.Science, Physics
St. Mark's
The Judge Group September 2014 - Present
VMark360 January 2011 - Present
Zolon Tech Inc. April 2014 - September 2014
Experis IT August 2013 - February 2014
Computer Sciences Corporation May 1997 - January 2013
MBNA June 1996 - May 1997
JPMorgan May 1993 - June 1996
Skills
Visual Studio, Network Communications, IT Management, IT Strategy, Integration, IT Service Management, ITIL, Cloud Computing, Program Management, Enterprise Architecture, Agile Methodologies, Vendor Management, Software Project..., SDLC, Unix, IT Operations, Disaster Recovery, Data Center, Software Development, Perl, Networking, Databases, Servers, Infrastructure, SAN, Telemarketing, Management, Solution Architecture, IT Outsourcing, Project Management, Virtualization, Service Delivery, Outsourcing, PMP, PMO, Security, Service Management, Project Portfolio..., Business Continuity, Incident Management, Project Delivery, Resource Management, Market Data, Reference Data, Information Technology, SharePoint, Consulting, Requirements Analysis, Business Analysis, Leadership
Education
University of Delaware 1984 — 1988
MBA, Business Administration
University of Delaware 1975 — 1980
Bach.Science, Physics
St. Mark's
Adam Geneser Adam Geneser's JPMorgan Experience June 2004 - August 2005
Job President at Power Life Yoga
Industry Health, Wellness and Fitness
Experience
Power Life Yoga August 2012 - Present
KRG Capital Partners August 2005 - August 2012
JPMorgan June 2004 - August 2005
Skills
Mergers & Acquisitions
Education
University of Denver 2000 — 2004
Business Administration, Finance & Accounting
Power Life Yoga August 2012 - Present
KRG Capital Partners August 2005 - August 2012
JPMorgan June 2004 - August 2005
Skills
Mergers & Acquisitions
Education
University of Denver 2000 — 2004
Business Administration, Finance & Accounting
Thomas Wiles's JPMorgan Experience June 1994 - March 2005
Job Investor
Industry Financial Services
Experience
Daiwa Securities America August 2006 - May 2011
Washington Mutual October 2005 - August 2006
JPMorgan June 1994 - March 2005
Donaldson, Lufkin & Jenrette February 1992 - February 1994
Bear Stearns June 1986 - February 1992
Prudential Bache Securities June 1986 - May 1987
Fannie Mae January 1984 - May 1986
Freddie Mac June 1981 - December 1983
Skills
MBS, Fixed Income, Portfolio Management, Capital Markets, ABS, Securities, Investments, Mortgage Lending
Education
University of Maryland University College 1977 — 1981
BS, Finance
DeMatha
Daiwa Securities America August 2006 - May 2011
Washington Mutual October 2005 - August 2006
JPMorgan June 1994 - March 2005
Donaldson, Lufkin & Jenrette February 1992 - February 1994
Bear Stearns June 1986 - February 1992
Prudential Bache Securities June 1986 - May 1987
Fannie Mae January 1984 - May 1986
Freddie Mac June 1981 - December 1983
Skills
MBS, Fixed Income, Portfolio Management, Capital Markets, ABS, Securities, Investments, Mortgage Lending
Education
University of Maryland University College 1977 — 1981
BS, Finance
DeMatha
Nicholas Bruno Nicholas Bruno's JPMorgan Experience July 2010 - October 2011
Job Financial Analyst Consolidations at McGrawHill Education
Industry Financial Services
Experience
McGraw-Hill Education July 2013 - Present
American Express October 2011 - July 2013
JPMorgan July 2010 - October 2011
JP Morgan Chase July 2008 - July 2010
GetSchoolBooksOnline.com July 2007 - May 2008
CB Manufacturing & Sales Co., Inc. May 2007 - August 2007
Industrial Fiberglass Specialties, Inc. July 2006 - September 2006
Skills
Fixed Income, Derivatives, Bloomberg, Financial Analysis, Portfolio Management, Investments, Finance, Financial Markets, FX Options
Education
University of Dayton 2004 — 2008
Bachelor of Science (BS), Finance
McGraw-Hill Education July 2013 - Present
American Express October 2011 - July 2013
JPMorgan July 2010 - October 2011
JP Morgan Chase July 2008 - July 2010
GetSchoolBooksOnline.com July 2007 - May 2008
CB Manufacturing & Sales Co., Inc. May 2007 - August 2007
Industrial Fiberglass Specialties, Inc. July 2006 - September 2006
Skills
Fixed Income, Derivatives, Bloomberg, Financial Analysis, Portfolio Management, Investments, Finance, Financial Markets, FX Options
Education
University of Dayton 2004 — 2008
Bachelor of Science (BS), Finance
Greg Simeone Greg Simeone's JPMorgan Experience June 2010 - December 2012
Job Account Executive at Chesapeake Insurance Advisors, Inc.
Industry Insurance
Experience
Chesapeake Insurance Advisors, Inc. January 2013 - Present
Delaware Employee Benefits Exchange January 2013 - Present
JPMorgan June 2010 - December 2012
JP Morgan October 2009 - June 2010
JPMorgan June 2004 - October 2009
PFPC December 2002 - June 2004
Skills
Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Customer Service, Budgets, Credit, Derivatives, Portfolio Management, Project Management, Event Planning, Social Media, Account Reconciliation, Small Business, Finance, Risk Management, Financial Reporting, Organization, Communication, Balance Sheet Review, Forensic Accounting, Financial Analysis, Management
Education
University of Delaware 2004 — 2009
MBA, Business Administration
University of Delaware 1998 — 2002
BS, Accounting
Salesianum 1994 — 1998
Chesapeake Insurance Advisors, Inc. January 2013 - Present
Delaware Employee Benefits Exchange January 2013 - Present
JPMorgan June 2010 - December 2012
JP Morgan October 2009 - June 2010
JPMorgan June 2004 - October 2009
PFPC December 2002 - June 2004
Skills
Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Customer Service, Budgets, Credit, Derivatives, Portfolio Management, Project Management, Event Planning, Social Media, Account Reconciliation, Small Business, Finance, Risk Management, Financial Reporting, Organization, Communication, Balance Sheet Review, Forensic Accounting, Financial Analysis, Management
Education
University of Delaware 2004 — 2009
MBA, Business Administration
University of Delaware 1998 — 2002
BS, Accounting
Salesianum 1994 — 1998
John Mark Mulvena's JPMorgan Experience April 2008 - February 2013
Job Vice President Mergers and Acquisitions Operations at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2013 - Present
JPMorgan April 2008 - February 2013
J.P. Morgan April 2003 - April 2008
Skills
Financial Services, ADRs
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's degree, Economics
Wilmington Trust 2013 - Present
JPMorgan April 2008 - February 2013
J.P. Morgan April 2003 - April 2008
Skills
Financial Services, ADRs
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's degree, Economics
Nicholas Leister Nicholas Leister's JPMorgan Experience May 2007 - August 2007
Job
Industry Venture Capital & Private Equity
Experience
EDG Partners June 2014 - Present
EDG Partners, LLC January 2012 - June 2014
Keefe, Bruyette & Woods July 2009 - December 2011
GE Capital May 2008 - August 2008
JPMorgan May 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Finance and Economics
University of Maryland College Park 2005 — 2009
BS, Finance and Economics
EDG Partners June 2014 - Present
EDG Partners, LLC January 2012 - June 2014
Keefe, Bruyette & Woods July 2009 - December 2011
GE Capital May 2008 - August 2008
JPMorgan May 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Finance and Economics
University of Maryland College Park 2005 — 2009
BS, Finance and Economics
Sue E. Ward Sue E. Ward's JPMorgan Experience January 2006 - March 2012
Job Vendor Risk Manager at STRS Ohio
Industry Investment Management
Experience
STRS Ohio September 2013 - Present
STRS Ohio August 2012 - August 2013
Forty Plus Of Central Ohio April 2012 - August 2012
JPMorgan January 2006 - March 2012
JPMorgan Chase/Bank One January 2003 - December 2005
JPMorgan Chase/Bank One June 1998 - December 2002
Fidelity Investments/Advisor Technology Services June 1994 - June 1998
Huntington National Bank August 1986 - June 1994
Equitable Federal Savings and Loan 1984 - 1986
Skills
Budget, Investments, Cross-functional Team..., Financial Risk, Data Analysis, Requirements Gathering, Vendor Management, Software Project..., Requirements Analysis, Relationship Management, Banking, SDLC, PMO, Risk Management, Business Requirements, Business Analysis, Process Improvement, Portfolio Management, Accounting, Analysis, Asset Allocation, Asset Managment, Budgets, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Financial Analysis, Financial Services, IT Management, IT Strategy, Integration, Leadership, MS Project, Management, Mergers, Program Management, Project Delivery, Project Management, Project Planning, Project Portfolio..., Quality Assurance, Software Documentation, Strategic Planning, Strategy, Team Building, Team Leadership, Testing, Training
Education
University of Dayton 1977 — 1981
Bachelor's degree
Marion Catholic High School
STRS Ohio September 2013 - Present
STRS Ohio August 2012 - August 2013
Forty Plus Of Central Ohio April 2012 - August 2012
JPMorgan January 2006 - March 2012
JPMorgan Chase/Bank One January 2003 - December 2005
JPMorgan Chase/Bank One June 1998 - December 2002
Fidelity Investments/Advisor Technology Services June 1994 - June 1998
Huntington National Bank August 1986 - June 1994
Equitable Federal Savings and Loan 1984 - 1986
Skills
Budget, Investments, Cross-functional Team..., Financial Risk, Data Analysis, Requirements Gathering, Vendor Management, Software Project..., Requirements Analysis, Relationship Management, Banking, SDLC, PMO, Risk Management, Business Requirements, Business Analysis, Process Improvement, Portfolio Management, Accounting, Analysis, Asset Allocation, Asset Managment, Budgets, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Financial Analysis, Financial Services, IT Management, IT Strategy, Integration, Leadership, MS Project, Management, Mergers, Program Management, Project Delivery, Project Management, Project Planning, Project Portfolio..., Quality Assurance, Software Documentation, Strategic Planning, Strategy, Team Building, Team Leadership, Testing, Training
Education
University of Dayton 1977 — 1981
Bachelor's degree
Marion Catholic High School
Victoria Kemp's JPMorgan Experience April 2005 - January 2009
Job Event & Roadshow Marketing at Barclays
Industry Events Services
Experience
Barclays August 2009 - Present
JPMorgan April 2005 - January 2009
UBP Asset Management July 2003 - April 2005
Morgan Stanley March 2000 - November 2001
Wells Rich Greene BDDP 1995 - 1998
Skills
Equities, Corporate Events, Event Planning, Event Management
Education
University of Delaware 1990 — 1994
AS, English/Journalism
Barclays August 2009 - Present
JPMorgan April 2005 - January 2009
UBP Asset Management July 2003 - April 2005
Morgan Stanley March 2000 - November 2001
Wells Rich Greene BDDP 1995 - 1998
Skills
Equities, Corporate Events, Event Planning, Event Management
Education
University of Delaware 1990 — 1994
AS, English/Journalism
David Urban David Urban's JPMorgan Experience February 2009 - June 2009
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2011 - Present
Sapient Global Markets January 2010 - January 2011
J.J. Kenny Drake June 2009 - January 2010
JPMorgan February 2009 - June 2009
Trade Settlement Inc. 2008 - 2009
UBS Investment Bank 2006 - 2008
JPMorgan 2002 - 2006
International Financial Services 2001 - 2002
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Loans, Equities, Banking, Investment Banking, Due Diligence, Credit, Asset Management, Risk Management, Trading, Structured Products, FX Options, Credit Derivatives, Structured Finance, Middle Office, Bloomberg, Emerging Markets
Education
University of Houston 1998 — 2001
BS, Economics
American Community School - Hillingdon 1988 — 1993
UBS Investment Bank January 2011 - Present
Sapient Global Markets January 2010 - January 2011
J.J. Kenny Drake June 2009 - January 2010
JPMorgan February 2009 - June 2009
Trade Settlement Inc. 2008 - 2009
UBS Investment Bank 2006 - 2008
JPMorgan 2002 - 2006
International Financial Services 2001 - 2002
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Loans, Equities, Banking, Investment Banking, Due Diligence, Credit, Asset Management, Risk Management, Trading, Structured Products, FX Options, Credit Derivatives, Structured Finance, Middle Office, Bloomberg, Emerging Markets
Education
University of Houston 1998 — 2001
BS, Economics
American Community School - Hillingdon 1988 — 1993
Peter Orr, CFA Peter Orr, CFA's JPMorgan Experience February 2002 - March 2006
Job CEO and Founder, Intuitive Analytics
Industry Capital Markets
Experience
Intuitive Analytics February 2005 - Present
JPMorgan February 2002 - March 2006
FirstChicago/BankOne November 1997 - February 2002
Bear Stearns January 1996 - August 1997
Evensen Dodge June 1992 - December 1995
Skills
Entrepreneurship, Data Visualization, Capital Markets, Risk Management, Interest Rate..., Financial Risk, Public Finance, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Valuation, Bonds, Securities, Financial Structuring, Structured Finance, Hedge Funds, Equities, Derivatives, Financial Markets, Quantitative Analytics, Options, Finance, Emerging Markets, Investments, Analytics, Management Consulting, Trading, Alternative Investments, Quantitative Finance, Structured Products, Private Equity, Hedging, Portfolio Management, Bloomberg, Asset Management, Investment Strategies, Equity Derivatives, Venture Capital, Trading Systems, Trading Strategies, Commodity, Investment Management, Equity Research, Asset Allocation, FX Options
Education
University of Chicago 1997 — 1999
MS, Applied Mathematics
University of Florida 1990 — 1992
BS, Economics, Math
Satellite High School 1985 — 1988
Intuitive Analytics February 2005 - Present
JPMorgan February 2002 - March 2006
FirstChicago/BankOne November 1997 - February 2002
Bear Stearns January 1996 - August 1997
Evensen Dodge June 1992 - December 1995
Skills
Entrepreneurship, Data Visualization, Capital Markets, Risk Management, Interest Rate..., Financial Risk, Public Finance, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Valuation, Bonds, Securities, Financial Structuring, Structured Finance, Hedge Funds, Equities, Derivatives, Financial Markets, Quantitative Analytics, Options, Finance, Emerging Markets, Investments, Analytics, Management Consulting, Trading, Alternative Investments, Quantitative Finance, Structured Products, Private Equity, Hedging, Portfolio Management, Bloomberg, Asset Management, Investment Strategies, Equity Derivatives, Venture Capital, Trading Systems, Trading Strategies, Commodity, Investment Management, Equity Research, Asset Allocation, FX Options
Education
University of Chicago 1997 — 1999
MS, Applied Mathematics
University of Florida 1990 — 1992
BS, Economics, Math
Satellite High School 1985 — 1988
John Michael Lesher John Michael Lesher's JPMorgan Experience May 2005 - April 2008
Job Vice President
Industry Information Technology and Services
Experience
JPMorgan Chase October 2013 - Present
InvestEdge, Inc. May 2008 - July 2013
JPMorgan May 2005 - April 2008
Chase Card Services February 2003 - May 2005
First USA June 1999 - February 2003
Skills
Production Assurance, Vendor Management, Microsoft SQL Server, Service Delivery, ITIL Process, SDLC, Strategy, Management, Process Improvement, Change Management, Philanthropy, Databases, Project Delivery, Infrastructure, Software Development
Education
University of Delaware 1987 — 1994
Bachelor of Arts, Political Science and Government
JPMorgan Chase October 2013 - Present
InvestEdge, Inc. May 2008 - July 2013
JPMorgan May 2005 - April 2008
Chase Card Services February 2003 - May 2005
First USA June 1999 - February 2003
Skills
Production Assurance, Vendor Management, Microsoft SQL Server, Service Delivery, ITIL Process, SDLC, Strategy, Management, Process Improvement, Change Management, Philanthropy, Databases, Project Delivery, Infrastructure, Software Development
Education
University of Delaware 1987 — 1994
Bachelor of Arts, Political Science and Government
Laura Kraus's JPMorgan Experience March 2002 - February 2006
Job Vice President Head of Midwest Originations at Goldman Sachs Private Credit Group
Industry Financial Services
Experience
Goldman Sachs Private Credit Group July 2013 - Present
Monroe Capital July 2011 - June 2013
MFC Capital Funding February 2006 - July 2011
JPMorgan March 2002 - February 2006
Skills
Private Equity, Leveraged Finance, Business Development, Underwriting, Portfolio Management, Asset Based Lending, Cash Flow Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Goldman Sachs Private Credit Group July 2013 - Present
Monroe Capital July 2011 - June 2013
MFC Capital Funding February 2006 - July 2011
JPMorgan March 2002 - February 2006
Skills
Private Equity, Leveraged Finance, Business Development, Underwriting, Portfolio Management, Asset Based Lending, Cash Flow Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Jessica Grigsby's JPMorgan Experience August 2007 - February 2008
Job Director Clinical Excellence Analytics
Industry Hospital & Health Care
Experience
HCA April 2015 - Present
HCA December 2012 - Present
HealthTrust Purchasing Group August 2010 - December 2012
Wood Group February 2008 - December 2008
JPMorgan August 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Analysis, Budgets, Finance, Microsoft Excel, Account Reconciliation, Market Analysis, Management, PowerPoint, Microsoft Office, Business Development, Proposal Writing, Projects, Business Analysis, Leadership
Education
University of Louisville 2005 — 2006
Graduate, MBA
University of Louisville 2002 — 2005
Bachelor of Science, Business Economics
HCA April 2015 - Present
HCA December 2012 - Present
HealthTrust Purchasing Group August 2010 - December 2012
Wood Group February 2008 - December 2008
JPMorgan August 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Analysis, Budgets, Finance, Microsoft Excel, Account Reconciliation, Market Analysis, Management, PowerPoint, Microsoft Office, Business Development, Proposal Writing, Projects, Business Analysis, Leadership
Education
University of Louisville 2005 — 2006
Graduate, MBA
University of Louisville 2002 — 2005
Bachelor of Science, Business Economics
Sehnaz Ammar Sehnaz Ammar's JPMorgan Experience May 2005 - October 2007
Job Service Delivery Specialist at JP Morgan
Industry Financial Services
Joseph Louis Joseph Louis's JPMorgan Experience June 2008 - July 2008
Job
Industry Information Technology and Services
Experience
Platts September 2015 - Present
Shell February 2013 - September 2015
World Fuel Services August 2012 - February 2013
Citi July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns July 2006 - May 2008
Calpine December 2005 - July 2006
Calpine January 2001 - December 2005
Calpine October 1999 - January 2001
Dynegy May 1999 - October 1999
Skills
Commodities, Energy Trading, ETRM, Risk Management, Energy, Program Management, Market Risk, Credit Risk, Financial Risk, Commodity, Commodity Markets, Trading, Financial Modeling, Leadership, Management, Business Analysis, Derivatives, Capital Markets, Hedging, Business Process..., Options, IT Strategy, Mergers & Acquisitions, Executive Management, Information Technology, Vendor Management, Trading Systems, Portfolio Management, Enterprise Risk..., Fixed Income, Financial Services, FX Options, Equities, Project Finance, Investment Banking, Asset Management, Financial Analysis, Financial Markets, Valuation, Hedge Funds, Swaps, VBA, Finance, Banking, Bloomberg, Equity Derivatives, Corporate Finance, Structured Finance, Energy Markets, Financial Structuring
Education
University of Houston 1995 — 1997
MBA
University of Houston 1989 — 1994
BBA
Dulles High School, Sugar Land, TX
Platts September 2015 - Present
Shell February 2013 - September 2015
World Fuel Services August 2012 - February 2013
Citi July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns July 2006 - May 2008
Calpine December 2005 - July 2006
Calpine January 2001 - December 2005
Calpine October 1999 - January 2001
Dynegy May 1999 - October 1999
Skills
Commodities, Energy Trading, ETRM, Risk Management, Energy, Program Management, Market Risk, Credit Risk, Financial Risk, Commodity, Commodity Markets, Trading, Financial Modeling, Leadership, Management, Business Analysis, Derivatives, Capital Markets, Hedging, Business Process..., Options, IT Strategy, Mergers & Acquisitions, Executive Management, Information Technology, Vendor Management, Trading Systems, Portfolio Management, Enterprise Risk..., Fixed Income, Financial Services, FX Options, Equities, Project Finance, Investment Banking, Asset Management, Financial Analysis, Financial Markets, Valuation, Hedge Funds, Swaps, VBA, Finance, Banking, Bloomberg, Equity Derivatives, Corporate Finance, Structured Finance, Energy Markets, Financial Structuring
Education
University of Houston 1995 — 1997
MBA
University of Houston 1989 — 1994
BBA
Dulles High School, Sugar Land, TX
Brock McInteer Brock McInteer's JPMorgan Experience 2010 - May 2015
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti May 2015 - Present
JPMorgan 2010 - May 2015
Thrivent Financial 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Finance, Banking, Financial Services, Credit, Series 24, High Net Worth..., Series 7, Series 63, Series 66, Investments, Series 6, Private Banking, Investment Management, Investment Advisory, Retail Banking, Manage Client..., Account Management, Team Management, Management, Service Management, Customer Service, Personal Finance, Business Development, Team Building, Team Leadership, Team-oriented, FINRA, Foreign Exchange, Alternative Investments, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
Protiviti May 2015 - Present
JPMorgan 2010 - May 2015
Thrivent Financial 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Finance, Banking, Financial Services, Credit, Series 24, High Net Worth..., Series 7, Series 63, Series 66, Investments, Series 6, Private Banking, Investment Management, Investment Advisory, Retail Banking, Manage Client..., Account Management, Team Management, Management, Service Management, Customer Service, Personal Finance, Business Development, Team Building, Team Leadership, Team-oriented, FINRA, Foreign Exchange, Alternative Investments, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
Cherylyn Pasetto Cherylyn Pasetto's JPMorgan Experience January 1998 - January 2000
Job Owner & Designer Barrettoes Baby Childrens Footwear Industry
Industry Apparel & Fashion
Experience
Barrettoes "Footwear with Flair" - Boutique Footwear for Babies, Toddlers, & Preschoolers August 2014 - Present
SAIC February 2011 - March 2012
SAIC October 2007 - September 2009
Ajilon Finance February 2004 - October 2007
Robert Half International 2003 - 2004
SkinMedica 2002 - 2003
Novatel Wireless January 2000 - January 2002
JPMorgan January 1998 - January 2000
Education
University of Delaware
BS, Accounting
Barrettoes "Footwear with Flair" - Boutique Footwear for Babies, Toddlers, & Preschoolers August 2014 - Present
SAIC February 2011 - March 2012
SAIC October 2007 - September 2009
Ajilon Finance February 2004 - October 2007
Robert Half International 2003 - 2004
SkinMedica 2002 - 2003
Novatel Wireless January 2000 - January 2002
JPMorgan January 1998 - January 2000
Education
University of Delaware
BS, Accounting
Tyler McCalister's JPMorgan Experience February 2011 - October 2012
Job Private Bank Lending OneWest Bank
Industry Banking
Experience
OneWest Bank September 2015 - Present
J.P. Morgan October 2012 - September 2015
JPMorgan February 2011 - October 2012
JPMorgan October 2008 - April 2011
Wachovia Securities, LLC May 2007 - May 2008
Vision Mortgage May 2007 - September 2007
Skills
Sales, Risk Management, Credit Risk, Real Estate, Portfolio Management, Bloomberg, Private Banking, Financial Analysis, Series 7, Series 63, Finance, Fixed Income, Credit Analysis, High Net Worth..., Jumbo Mortgage, Financial Modeling, Credit, Equities, Mutual Funds, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Wealth Management, Corporate Finance, Banking, Loans, Loan Officers, Mortgage Lending, Financial Risk, Investment Banking, Financial Services, Mortgage Underwriting
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelors of Science, Finance
OneWest Bank September 2015 - Present
J.P. Morgan October 2012 - September 2015
JPMorgan February 2011 - October 2012
JPMorgan October 2008 - April 2011
Wachovia Securities, LLC May 2007 - May 2008
Vision Mortgage May 2007 - September 2007
Skills
Sales, Risk Management, Credit Risk, Real Estate, Portfolio Management, Bloomberg, Private Banking, Financial Analysis, Series 7, Series 63, Finance, Fixed Income, Credit Analysis, High Net Worth..., Jumbo Mortgage, Financial Modeling, Credit, Equities, Mutual Funds, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Wealth Management, Corporate Finance, Banking, Loans, Loan Officers, Mortgage Lending, Financial Risk, Investment Banking, Financial Services, Mortgage Underwriting
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelors of Science, Finance
Edie Campo's JPMorgan Experience October 2006 - April 2010
Job Consulting Actuary
Industry Financial Services
Experience
Shore Tompkins Actuarial Resources September 2014 - Present
Kraft Foods Group August 2012 - September 2014
Aon Hewitt April 2010 - August 2012
JPMorgan October 2006 - April 2010
Chicago Consulting Actuaries August 1998 - October 2006
Hewitt Associates May 1990 - August 1998
Skills
Defined Benefit, Actuarial Science, Pensions, ERISA, Retirement Plan..., 401k, Defined Contribution, Employee Benefits, Qualified Retirement..., Vendor Management, Retirement Savings, SAP, Benefit Communication, Pension Administration, Nonprofits, Enrolled Actuary, Hospitals, Pension Funds, Executive Pay, Mergers & Acquisitions, Risk Management, Actuaries, Retirement, Investment Strategies, Asset Allocation, Non-profits, ProVal, PBGC
Education
University of Iowa 1986 — 1990
BS, Actuarial Science
Shore Tompkins Actuarial Resources September 2014 - Present
Kraft Foods Group August 2012 - September 2014
Aon Hewitt April 2010 - August 2012
JPMorgan October 2006 - April 2010
Chicago Consulting Actuaries August 1998 - October 2006
Hewitt Associates May 1990 - August 1998
Skills
Defined Benefit, Actuarial Science, Pensions, ERISA, Retirement Plan..., 401k, Defined Contribution, Employee Benefits, Qualified Retirement..., Vendor Management, Retirement Savings, SAP, Benefit Communication, Pension Administration, Nonprofits, Enrolled Actuary, Hospitals, Pension Funds, Executive Pay, Mergers & Acquisitions, Risk Management, Actuaries, Retirement, Investment Strategies, Asset Allocation, Non-profits, ProVal, PBGC
Education
University of Iowa 1986 — 1990
BS, Actuarial Science
Eric Loflin's JPMorgan Experience December 2002 - June 2007
Job Database Engineer at Bigcommerce
Industry Information Technology and Services
Experience
Bigcommerce June 2015 - Present
Allegro Development Corporation November 2013 - Present
Blackbaud August 2012 - November 2013
Match.com May 2009 - August 2012
Beal Bank May 2008 - May 2009
Tyler Technologies June 2007 - May 2008
JPMorgan December 2002 - June 2007
Skills
T-SQL, VB.NET, C#, SQL Tuning, SSIS, SSRS, SQL Server, Stored Procedures, Replication, Database Design, ETL, Database Development, SQL, Database Administration, Databases, Visio, Visual Basic, Visual Studio, ASP.NET, .NET, Data Warehousing, Business Intelligence, XML, Access, SDLC, Architecture, Sybase, Data Modeling, Software Development, Agile, Windows, Microsoft SQL Server, Object Oriented Design, Web Services, Disaster Recovery, SOA, SharePoint, WCF, Performance Tuning, WPF, Software Documentation, TFS, Relational Databases, Architectures, Agile Methodologies, ElasticSearch, MongoDB
Education
Devry University 2003 — 2005
Computer Information Systems
University of Louisiana at Monroe 1995 — 2000
Music Education, Music
Bigcommerce June 2015 - Present
Allegro Development Corporation November 2013 - Present
Blackbaud August 2012 - November 2013
Match.com May 2009 - August 2012
Beal Bank May 2008 - May 2009
Tyler Technologies June 2007 - May 2008
JPMorgan December 2002 - June 2007
Skills
T-SQL, VB.NET, C#, SQL Tuning, SSIS, SSRS, SQL Server, Stored Procedures, Replication, Database Design, ETL, Database Development, SQL, Database Administration, Databases, Visio, Visual Basic, Visual Studio, ASP.NET, .NET, Data Warehousing, Business Intelligence, XML, Access, SDLC, Architecture, Sybase, Data Modeling, Software Development, Agile, Windows, Microsoft SQL Server, Object Oriented Design, Web Services, Disaster Recovery, SOA, SharePoint, WCF, Performance Tuning, WPF, Software Documentation, TFS, Relational Databases, Architectures, Agile Methodologies, ElasticSearch, MongoDB
Education
Devry University 2003 — 2005
Computer Information Systems
University of Louisiana at Monroe 1995 — 2000
Music Education, Music
Mark Giurici Mark Giurici's JPMorgan Experience July 2008 - March 2012
Job VP, Global Currencies and Emerging Markets Operations Manager
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan September 2011 - Present
JPMorgan July 2008 - March 2012
RZB Finance LLC June 2007 - August 2007
BNP Paribas June 2006 - August 2006
Skills
Options, FX Options, FX Derivatives, Trading Operations, Project Management, Credit
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance, International Business, Economics
J.P. Morgan February 2015 - Present
J.P. Morgan September 2011 - Present
JPMorgan July 2008 - March 2012
RZB Finance LLC June 2007 - August 2007
BNP Paribas June 2006 - August 2006
Skills
Options, FX Options, FX Derivatives, Trading Operations, Project Management, Credit
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance, International Business, Economics
Eric Hammelman Eric Hammelman's JPMorgan Experience July 2005 - November 2008
Job
Industry Research
Experience
Avalere Health December 2008 - Present
JPMorgan July 2005 - November 2008
Education
Marshall School of Business 2003 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1992 — 1996
BFA, Music
Avalere Health December 2008 - Present
JPMorgan July 2005 - November 2008
Education
Marshall School of Business 2003 — 2005
MBA, Finance
University of Illinois at Urbana-Champaign 1992 — 1996
BFA, Music
Sophia Sgarbi Sophia Sgarbi's JPMorgan Experience December 2002 - June 2009
Job Senior Consultant at Misys
Industry Investment Banking
Experience
Misys July 2009 - Present
JPMorgan December 2002 - June 2009
Skills
Capital Markets, Business Analysis, Banking, Risk Management, SDLC, Investment Banking, Loans, Fixed Income, Back Office, Requirements Analysis, Finance, Credit, Business Requirements
Education
University of Houston
B.S.
Misys July 2009 - Present
JPMorgan December 2002 - June 2009
Skills
Capital Markets, Business Analysis, Banking, Risk Management, SDLC, Investment Banking, Loans, Fixed Income, Back Office, Requirements Analysis, Finance, Credit, Business Requirements
Education
University of Houston
B.S.
Nigel Benson Nigel Benson's JPMorgan Experience 1997 - 2003
Job VP at BlackRock
Industry Financial Services
Experience
BlackRock May 2003 - Present
BlackRock Solutions 2003 - Present
BlackRock Financial Management 2003 - Present
enherent September 1997 - May 2003
PRT September 1997 - May 2003
TTSL September 1997 - May 2003
JPMorgan Chase 1998 - 2003
JPMorganChase 1997 - 2003
JPMorgan 1997 - 2003
J P Morgan 1997 - 2003
Skills
Sybase, Replication, Solaris, Data Warehousing, MySQL, Unix, Shell Scripting, Sybase IQ, Microsoft SQL Server, Disaster Recovery, Perl, Unix Shell Scripting, SQL, Database Design, Databases, Data Modeling, Data Migration, Oracle
Education
University of Liverpool 1989 — 1992
BlackRock May 2003 - Present
BlackRock Solutions 2003 - Present
BlackRock Financial Management 2003 - Present
enherent September 1997 - May 2003
PRT September 1997 - May 2003
TTSL September 1997 - May 2003
JPMorgan Chase 1998 - 2003
JPMorganChase 1997 - 2003
JPMorgan 1997 - 2003
J P Morgan 1997 - 2003
Skills
Sybase, Replication, Solaris, Data Warehousing, MySQL, Unix, Shell Scripting, Sybase IQ, Microsoft SQL Server, Disaster Recovery, Perl, Unix Shell Scripting, SQL, Database Design, Databases, Data Modeling, Data Migration, Oracle
Education
University of Liverpool 1989 — 1992
Ellen (Wallace) Gezotis Ellen (Wallace) Gezotis's JPMorgan Experience May 2000 - November 2008
Job Program Manager at Bain Capital
Industry Financial Services
Experience
Bain Capital November 2008 - Present
JPMorgan May 2000 - November 2008
JPMorgan Chase 1997 - 2001
Chase Global Funds Services May 1994 - May 2000
Skills
SDLC, Financial Services, Business Analysis, Risk Management, PMO, Program Management, Fixed Income, Equities, Vendor Management, Process Improvement, PMP, Software Project..., Requirements Analysis, Project Portfolio..., Strategy, Requirements Gathering, IT Strategy, CRM, Quality Assurance, Business Requirements, IT Management
Education
University of Massachusetts Lowell 1988 — 1992
BS
Bain Capital November 2008 - Present
JPMorgan May 2000 - November 2008
JPMorgan Chase 1997 - 2001
Chase Global Funds Services May 1994 - May 2000
Skills
SDLC, Financial Services, Business Analysis, Risk Management, PMO, Program Management, Fixed Income, Equities, Vendor Management, Process Improvement, PMP, Software Project..., Requirements Analysis, Project Portfolio..., Strategy, Requirements Gathering, IT Strategy, CRM, Quality Assurance, Business Requirements, IT Management
Education
University of Massachusetts Lowell 1988 — 1992
BS
Vahe Antonian's JPMorgan Experience 1993 - 1995
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Randolph Rainey Randolph Rainey's JPMorgan Experience February 1998 - February 2001
Job Vice President, Global Technology, JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase June 2005 - Present
MBNA America Bank, N.A. February 2001 - March 2005
JPMorgan February 1998 - February 2001
JPMorgan December 1993 - January 1998
Skills
Stakeholder Management, Credit Cards, Databases, Project Delivery, Process Improvement, Software Project..., Vendor Management, Business Analysis, SDLC, Project Management
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1993
MBA, Business
University of Delaware 1985 — 1989
Bachelor of Arts, Communication
JPMorgan Chase June 2005 - Present
MBNA America Bank, N.A. February 2001 - March 2005
JPMorgan February 1998 - February 2001
JPMorgan December 1993 - January 1998
Skills
Stakeholder Management, Credit Cards, Databases, Project Delivery, Process Improvement, Software Project..., Vendor Management, Business Analysis, SDLC, Project Management
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1993
MBA, Business
University of Delaware 1985 — 1989
Bachelor of Arts, Communication
Jim Berki's JPMorgan Experience June 2009 - October 2010
Job Associate Managing Director at the Private Bank and Trust Company
Industry Financial Services
Experience
The PrivateBank September 2012 - Present
Bank of America Merrill Lynch August 2011 - September 2012
JPMorgan Private Wealth Management October 2010 - August 2011
JPMorgan June 2009 - October 2010
JPMorgan May 2008 - August 2008
JPMorgan May 2007 - July 2007
Wrigley May 2006 - August 2006
Skills
Portfolio Management, Banking, Credit, Financial Reporting, Mutual Funds, Data Modeling, Financial Modeling, Bloomberg, Private Banking, Finance, Commodity, Financial Analysis, Valuation
Education
University of Iowa 2005 — 2009
BBA, Finance, Political Science
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance
The PrivateBank September 2012 - Present
Bank of America Merrill Lynch August 2011 - September 2012
JPMorgan Private Wealth Management October 2010 - August 2011
JPMorgan June 2009 - October 2010
JPMorgan May 2008 - August 2008
JPMorgan May 2007 - July 2007
Wrigley May 2006 - August 2006
Skills
Portfolio Management, Banking, Credit, Financial Reporting, Mutual Funds, Data Modeling, Financial Modeling, Bloomberg, Private Banking, Finance, Commodity, Financial Analysis, Valuation
Education
University of Iowa 2005 — 2009
BBA, Finance, Political Science
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance
Carol Yokell Carol Yokell's JPMorgan Experience December 2006 - Present
Job JPMorgan
Industry Financial Services
Experience
JPMorgan December 2006 - Present
JPMorgan March 2002 - December 2006
Texas Christian University January 1999 - December 2001
Wright State University August 1998 - December 1998
Education
University of Illinois at Urbana-Champaign 1990 — 1996
PhD, Archaeology, Geography
Wright State University 1986 — 1990
BA, anthropology
JPMorgan December 2006 - Present
JPMorgan March 2002 - December 2006
Texas Christian University January 1999 - December 2001
Wright State University August 1998 - December 1998
Education
University of Illinois at Urbana-Champaign 1990 — 1996
PhD, Archaeology, Geography
Wright State University 1986 — 1990
BA, anthropology
Ainsley Rattray's JPMorgan Experience April 1995 - December 1997
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase December 2011 - August 2014
Business School December 2008 - December 2010
HSBC January 2005 - November 2008
HSBC.com September 2003 - January 2005
JPMorgan Chase 2001 - 2003
JPMorgan - LabMorgan January 1997 - September 2001
Securities Industry Middleware Council 1998 - 2000
JPMorgan April 1995 - December 1997
JPMorgan 1992 - 1995
Skills
Mergers
Education
Rutgers Business School 2008 — 2010
MBA, Finance
University of Connecticut 1988 — 1992
BA
JPMorgan Chase August 2014 - Present
JPMorgan Chase December 2011 - August 2014
Business School December 2008 - December 2010
HSBC January 2005 - November 2008
HSBC.com September 2003 - January 2005
JPMorgan Chase 2001 - 2003
JPMorgan - LabMorgan January 1997 - September 2001
Securities Industry Middleware Council 1998 - 2000
JPMorgan April 1995 - December 1997
JPMorgan 1992 - 1995
Skills
Mergers
Education
Rutgers Business School 2008 — 2010
MBA, Finance
University of Connecticut 1988 — 1992
BA
Troy Stalter's JPMorgan Experience November 2005 - February 2009
Job
Industry Investment Banking
Experience
U.S. Bank June 2013 - Present
KeyBank September 2012 - June 2013
Aurora Bank FSB February 2010 - July 2012
JPMorgan November 2005 - February 2009
JPMorgan Chase March 2001 - October 2005
Bank One January 2000 - March 2001
JPMorgan Chase June 1998 - January 2000
Skills
Structured Finance, Financial Modeling, Financial Analysis, Underwriting, Access, Microsoft Excel, Investment Banking, Securitization, Capital Markets, Credit Analysis, Valuation, Corporate Finance, Portfolio Management, Financial Structuring
Education
The University of Chicago 2004 — 2006
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
U.S. Bank June 2013 - Present
KeyBank September 2012 - June 2013
Aurora Bank FSB February 2010 - July 2012
JPMorgan November 2005 - February 2009
JPMorgan Chase March 2001 - October 2005
Bank One January 2000 - March 2001
JPMorgan Chase June 1998 - January 2000
Skills
Structured Finance, Financial Modeling, Financial Analysis, Underwriting, Access, Microsoft Excel, Investment Banking, Securitization, Capital Markets, Credit Analysis, Valuation, Corporate Finance, Portfolio Management, Financial Structuring
Education
The University of Chicago 2004 — 2006
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Vickie Wood, CPA, CGMA's JPMorgan Experience January 2007 - July 2008
Job Senior at EY
Industry Accounting
Experience
EY December 2013 - Present
Thomson Reuters February 2010 - December 2013
Thomson Reuters April 2009 - February 2010
JPMorgan January 2007 - July 2008
JPMorgan December 1997 - January 2007
JPMorgan October 1995 - December 1997
National City Bank January 1985 - January 1994
Eskew & Gresham, PSC January 1987 - January 1988
Richardson, Pennington, & Skinner, CPAs January 1984 - January 1985
Skills
Income Tax, Gifts, Tax, Trusts, Problem Solving, Tax Returns, Tax Preparation, Financial Reporting, Banking, Financial Analysis, Tax Research, CPA, Charitable Trusts, Trust Taxation, Charitable Remainder...
Education
University of Louisville 1980 — 1983
BS, Business Administration - Accounting Major
University of Louisville 1980 — 1983
Bachelor of Science in Business Administration, Accounting
EY December 2013 - Present
Thomson Reuters February 2010 - December 2013
Thomson Reuters April 2009 - February 2010
JPMorgan January 2007 - July 2008
JPMorgan December 1997 - January 2007
JPMorgan October 1995 - December 1997
National City Bank January 1985 - January 1994
Eskew & Gresham, PSC January 1987 - January 1988
Richardson, Pennington, & Skinner, CPAs January 1984 - January 1985
Skills
Income Tax, Gifts, Tax, Trusts, Problem Solving, Tax Returns, Tax Preparation, Financial Reporting, Banking, Financial Analysis, Tax Research, CPA, Charitable Trusts, Trust Taxation, Charitable Remainder...
Education
University of Louisville 1980 — 1983
BS, Business Administration - Accounting Major
University of Louisville 1980 — 1983
Bachelor of Science in Business Administration, Accounting
Fabio Visentini's JPMorgan Experience 2007 - 2008
Job Sr. Business Systems Analyst at BMC Software
Industry Information Technology and Services
Experience
BMC Software 2009 - Present
JPMorgan 2007 - 2008
Eagle Global Logistics February 2005 - March 2007
EGL Eagle Global Logistics August 2002 - February 2005
EGL June 2000 - August 2002
TRISTAR Productions 1999 - 1999
Skills
SDLC, Business Analysis, Project Management, Testing, Business Process..., EDI, SQL, Oracle, IBM iSeries
Education
University of Houston 1998 — 2000
MBA
University of Houston 1995 — 1998
BBA
Franzoesisches Gymnasium Berlin 1986 — 1994
Abitur
BMC Software 2009 - Present
JPMorgan 2007 - 2008
Eagle Global Logistics February 2005 - March 2007
EGL Eagle Global Logistics August 2002 - February 2005
EGL June 2000 - August 2002
TRISTAR Productions 1999 - 1999
Skills
SDLC, Business Analysis, Project Management, Testing, Business Process..., EDI, SQL, Oracle, IBM iSeries
Education
University of Houston 1998 — 2000
MBA
University of Houston 1995 — 1998
BBA
Franzoesisches Gymnasium Berlin 1986 — 1994
Abitur
Greg Wiske's JPMorgan Experience 1996 - 2005
Job Sr. Vice President at Allied Irish Bank
Industry Banking
Experience
Allied Irish Bank February 2005 - Present
JPMorgan 1996 - 2005
Education
University of Denver 1982 — 1986
Allied Irish Bank February 2005 - Present
JPMorgan 1996 - 2005
Education
University of Denver 1982 — 1986
Gene Kim, CTP's JPMorgan Experience March 2008 - June 2012
Job Experienced Treasury Management Sales Professional
Industry Banking
Experience
Bank of America Merrill Lynch, Global Commercial Bank, National For-Profit Healthcare April 2013 - July 2014
Union Bank June 2012 - April 2013
JPMorgan March 2008 - June 2012
Comerica Bank, Commercial Bank-Western Market March 2007 - March 2008
JPMorgan, Treasury & Securities Services, Large Corporate Investment Bank 2004 - 2007
Skills
Certified Treasury..., Sales, New Business Development, Treasury Management, Treasury, Cash Management, Portfolio Management, Finance, Banking, Financial Services, Investments, Strategy, Loans, CRM, Investment Banking, Management, Cash Flow, Change Management, Treasury Services, Accounting, Foreign Exchange, Treasurers, Commercial Banking, Risk Management, Relationship Management
Education
University of Illinois at Chicago
Economics
Bank of America Merrill Lynch, Global Commercial Bank, National For-Profit Healthcare April 2013 - July 2014
Union Bank June 2012 - April 2013
JPMorgan March 2008 - June 2012
Comerica Bank, Commercial Bank-Western Market March 2007 - March 2008
JPMorgan, Treasury & Securities Services, Large Corporate Investment Bank 2004 - 2007
Skills
Certified Treasury..., Sales, New Business Development, Treasury Management, Treasury, Cash Management, Portfolio Management, Finance, Banking, Financial Services, Investments, Strategy, Loans, CRM, Investment Banking, Management, Cash Flow, Change Management, Treasury Services, Accounting, Foreign Exchange, Treasurers, Commercial Banking, Risk Management, Relationship Management
Education
University of Illinois at Chicago
Economics
Aaron Liebhaber's JPMorgan Experience 2006 - 2006
Job Vice President at Credit Suisse Aaron Liebhaber
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
Deutsche Bank February 2008 - August 2013
YOLO Capital Management LLC December 2007 - January 2009
Wachovia Bank June 2006 - January 2008
JPMorgan 2006 - 2006
Skills
Interest Rate..., Fixed Income, Hedge Funds, Derivatives, Financial Analysis, Hedging, Capital Markets, Investment Banking
Education
University of Massachusetts, Amherst 2004 — 2006
Finance
University of Richmond 2001 — 2003
Lexington High School 1997 — 2001
Credit Suisse August 2013 - Present
Deutsche Bank February 2008 - August 2013
YOLO Capital Management LLC December 2007 - January 2009
Wachovia Bank June 2006 - January 2008
JPMorgan 2006 - 2006
Skills
Interest Rate..., Fixed Income, Hedge Funds, Derivatives, Financial Analysis, Hedging, Capital Markets, Investment Banking
Education
University of Massachusetts, Amherst 2004 — 2006
Finance
University of Richmond 2001 — 2003
Lexington High School 1997 — 2001
Ryan Winger's JPMorgan Experience July 2010 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2010 - Present
Morgan Stanley Smith Barney November 2003 - July 2010
Morgan Stanley August 1998 - November 2003
ED&F Man January 1997 - June 1998
Skills
Fixed Income, Private Wealth..., Series 7, Alternative Investments, High Yield, Managed Accounts, Separately Managed..., Retail Brokerage, Comprehensive Wealth..., Fixed Income Research, Asset Allocation, High Net Worth..., Wealth Management, Portfolios, International Equities, Endowments, Institutional Clients, Hedge Funds, Managing Accounts, Portfolio Management, Series 63, Investment Management, Wealth Management..., Equities, Institutional...
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Intl Business
Westminster 1988 — 1992
High School
JPMorgan July 2010 - Present
Morgan Stanley Smith Barney November 2003 - July 2010
Morgan Stanley August 1998 - November 2003
ED&F Man January 1997 - June 1998
Skills
Fixed Income, Private Wealth..., Series 7, Alternative Investments, High Yield, Managed Accounts, Separately Managed..., Retail Brokerage, Comprehensive Wealth..., Fixed Income Research, Asset Allocation, High Net Worth..., Wealth Management, Portfolios, International Equities, Endowments, Institutional Clients, Hedge Funds, Managing Accounts, Portfolio Management, Series 63, Investment Management, Wealth Management..., Equities, Institutional...
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Intl Business
Westminster 1988 — 1992
High School
Sarah Dolan's JPMorgan Experience July 2006 - October 2009
Job Irish Dance Teacher
Industry Banking
Experience
Quad City Bank & Trust February 2010 - Present
Maiden Street Irish Dance Academy August 2007 - Present
Maiden Street Group January 2010 - July 2014
JPMorgan July 2006 - October 2009
American National Bank/Bank One May 1998 - July 2006
American National Bank October 1996 - May 1998
Skills
Portfolio Management, Banking, Financial Analysis, Credit, Financial Institutions, Loans, Financial Risk, Risk Management, Treasury Management, Commercial Lending, Management, Commercial Banking, Credit Analysis, Due Diligence, Finance
Education
University of Dayton 1992 — 1996
Bachelor of Science, Finance and Marketing
Quad City Bank & Trust February 2010 - Present
Maiden Street Irish Dance Academy August 2007 - Present
Maiden Street Group January 2010 - July 2014
JPMorgan July 2006 - October 2009
American National Bank/Bank One May 1998 - July 2006
American National Bank October 1996 - May 1998
Skills
Portfolio Management, Banking, Financial Analysis, Credit, Financial Institutions, Loans, Financial Risk, Risk Management, Treasury Management, Commercial Lending, Management, Commercial Banking, Credit Analysis, Due Diligence, Finance
Education
University of Dayton 1992 — 1996
Bachelor of Science, Finance and Marketing
Neha Smith, CWS's JPMorgan Experience February 2004 - February 2013
Job Vice President/Private Banker
Industry Banking
Experience
Frost Bank February 2013 - Present
JPMorgan February 2004 - February 2013
Skills
Leadership, Investments, Banking, Financial Analysis, Risk Management, Wealth Management
Education
University of Houston 2001 — 2005
Bachelor's of Business Administration, Finance and Marketing
Dulles High School 1999 — 2001
Frost Bank February 2013 - Present
JPMorgan February 2004 - February 2013
Skills
Leadership, Investments, Banking, Financial Analysis, Risk Management, Wealth Management
Education
University of Houston 2001 — 2005
Bachelor's of Business Administration, Finance and Marketing
Dulles High School 1999 — 2001
Jeff Burchfield's JPMorgan Experience February 1999 - May 2001
Job Lead Software Developer at CenturyLink
Industry Information Technology and Services
Experience
CenturyLink May 2001 - Present
JPMorgan February 1999 - May 2001
Skills
Unix, Telecommunications, Disaster Recovery, Systems Analysis, SDLC, Splunk, PowerBuilder, Log Management, Event Correlation, Requirements Analysis, Software Development, Billing Systems, Oracle, Business Analysis, Troubleshooting, XML, Unix Shell Scripting, Testing, PL/SQL, Databases, SQL, ITIL, Linux, Integration, Database Design, Solaris, Web Services, Perl, TCP/IP, Business Intelligence, Telecommunications..., SOA, Shell Scripting
Education
University of Louisiana at Monroe 1995 — 1999
Bachelor of Business Administration (BBA), Computer Information Systems
CenturyLink May 2001 - Present
JPMorgan February 1999 - May 2001
Skills
Unix, Telecommunications, Disaster Recovery, Systems Analysis, SDLC, Splunk, PowerBuilder, Log Management, Event Correlation, Requirements Analysis, Software Development, Billing Systems, Oracle, Business Analysis, Troubleshooting, XML, Unix Shell Scripting, Testing, PL/SQL, Databases, SQL, ITIL, Linux, Integration, Database Design, Solaris, Web Services, Perl, TCP/IP, Business Intelligence, Telecommunications..., SOA, Shell Scripting
Education
University of Louisiana at Monroe 1995 — 1999
Bachelor of Business Administration (BBA), Computer Information Systems
Erik Sulzbach's JPMorgan Experience January 2000 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan January 2000 - Present
Cantor Fitzgerald 1996 - 1999
Skills
Equities, Series 7, Equity Research, Hedge Funds, Capital Markets
Education
University of Delaware 1992 — 1996
JPMorgan January 2000 - Present
Cantor Fitzgerald 1996 - 1999
Skills
Equities, Series 7, Equity Research, Hedge Funds, Capital Markets
Education
University of Delaware 1992 — 1996
Matt Bridge's JPMorgan Experience February 2010 - Present
Job Vice President at JPMorgan Investment Bank
Industry Investment Banking
Experience
JPMorgan February 2010 - Present
J.P.Morgan January 2006 - January 2010
JPMorgan Chase March 2004 - December 2005
JPMorgan Chase August 2003 - March 2004
Smith Barney June 2002 - August 2002
Mellon Financial Corporation June 2001 - August 2001
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance
University of Maryland College Park 1999 — 2003
Finance
NA
JPMorgan February 2010 - Present
J.P.Morgan January 2006 - January 2010
JPMorgan Chase March 2004 - December 2005
JPMorgan Chase August 2003 - March 2004
Smith Barney June 2002 - August 2002
Mellon Financial Corporation June 2001 - August 2001
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance
University of Maryland College Park 1999 — 2003
Finance
NA
Brenda Roeder's JPMorgan Experience VP Collection StrategyJP Morgan Chase2003 - 2005
Job VP Strategy at jpmorgan
Industry Banking
Experience
jpmorgan VP Collection StrategyJP Morgan Chase2003 - 2005
General Electric 2001 - 2003
GE Capital 1998 - 2003
general electric 1990 - 2001
Skills
Credit, Credit Cards, Risk Management, Credit Risk, Portfolio Management, Financial Risk, Operational Risk...
Education
University of Dayton 1986 — 1990
jpmorgan VP Collection StrategyJP Morgan Chase2003 - 2005
General Electric 2001 - 2003
GE Capital 1998 - 2003
general electric 1990 - 2001
Skills
Credit, Credit Cards, Risk Management, Credit Risk, Portfolio Management, Financial Risk, Operational Risk...
Education
University of Dayton 1986 — 1990
Kim Dalessandro's JPMorgan Experience 2003 - 2005
Job Consultant, System Administration and Engineering at Nationwide Mutal Insurance
Industry Insurance
Experience
Nationwide Insurance May 2005 - Present
JPMorgan 2003 - 2005
IBM Global Services May 1998 - October 2002
Education
University of Dayton 1992 — 1996
Nationwide Insurance May 2005 - Present
JPMorgan 2003 - 2005
IBM Global Services May 1998 - October 2002
Education
University of Dayton 1992 — 1996
Ben Lingo's JPMorgan Experience March 2006 - October 2007
Job IT at Viking Global Investors
Industry Financial Services
Experience
Viking Global Investors May 2015 - Present
J.P. Morgan November 2007 - May 2015
JPMorgan March 2006 - October 2007
JP Morgan March 2005 - February 2006
JP Morgan January 2003 - February 2005
JP Morgan July 2001 - January 2003
Education
University of Delaware 1997 — 2001
Bachelor of Science, Economics, MIS, Political Science
Viking Global Investors May 2015 - Present
J.P. Morgan November 2007 - May 2015
JPMorgan March 2006 - October 2007
JP Morgan March 2005 - February 2006
JP Morgan January 2003 - February 2005
JP Morgan July 2001 - January 2003
Education
University of Delaware 1997 — 2001
Bachelor of Science, Economics, MIS, Political Science
Ryan Sniatecki's JPMorgan Experience May 2008 - December 2008
Job Librarian
Industry Libraries
Experience
Newberry Library January 2013 - May 2013
University of Kentucky August 2010 - December 2010
Ernst & Young February 2009 - May 2009
JPMorgan May 2008 - December 2008
Various June 2000 - May 2008
Vox Inc August 2007 - December 2007
Marriner Marketing November 2004 - August 2006
Skills
Newsletters, Marketing, Advertising, Social Media Marketing, Editing, Press Releases, Copywriting, Social Media, Email Marketing, Editorial, Microsoft Office
Education
University of Kentucky 2010 — 2013
Master's Degree, Library Science
Insituto Miguel de Cervantes 2006 — 2007
Spanish
University of North Carolina at Asheville 2002 — 2004
BA, Mass Communication
University of North Carolina at Charlotte 1997 — 2001
BA, English
Newberry Library January 2013 - May 2013
University of Kentucky August 2010 - December 2010
Ernst & Young February 2009 - May 2009
JPMorgan May 2008 - December 2008
Various June 2000 - May 2008
Vox Inc August 2007 - December 2007
Marriner Marketing November 2004 - August 2006
Skills
Newsletters, Marketing, Advertising, Social Media Marketing, Editing, Press Releases, Copywriting, Social Media, Email Marketing, Editorial, Microsoft Office
Education
University of Kentucky 2010 — 2013
Master's Degree, Library Science
Insituto Miguel de Cervantes 2006 — 2007
Spanish
University of North Carolina at Asheville 2002 — 2004
BA, Mass Communication
University of North Carolina at Charlotte 1997 — 2001
BA, English
Omar. Musule's JPMorgan Experience December 2002 - April 2007
Job Associate Director at UBS
Industry Financial Services
Experience
Virtus Partners, LLC December 2011 - Present
UBS Investment Bank 2007 - December 2011
JPMorgan December 2002 - April 2007
Education
University of Houston 1996 — 2001
Virtus Partners, LLC December 2011 - Present
UBS Investment Bank 2007 - December 2011
JPMorgan December 2002 - April 2007
Education
University of Houston 1996 — 2001
Gene Savaria's JPMorgan Experience 2008 - 2009
Job Director at
Industry Investment Banking
Experience
Bank of America October 2009 - Present
JPMorgan 2008 - 2009
JP Morgan 2004 - 2007
JP MORGAN CHASE/BANK ONE, CHICAGO, U.S.A 2002 - 2004
First Chicago 1995 - 1998
Skills
Vendor Management, Process Improvement, Business Analysis, Derivatives, Program Management
Education
University of Illinois at Chicago 1993 — 1995
Finance, General
Bank of America October 2009 - Present
JPMorgan 2008 - 2009
JP Morgan 2004 - 2007
JP MORGAN CHASE/BANK ONE, CHICAGO, U.S.A 2002 - 2004
First Chicago 1995 - 1998
Skills
Vendor Management, Process Improvement, Business Analysis, Derivatives, Program Management
Education
University of Illinois at Chicago 1993 — 1995
Finance, General
Steven Beattie's JPMorgan Experience June 1987 - March 1999
Job Principal at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 1999 - Present
JPMorgan June 1987 - March 1999
Skills
Enterprise Risk..., Due Diligence, AML, Risk Management, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Auditing, Corporate Governance, Financial Services, Risk Assessment, Banking, Governance, Capital Markets, Management Consulting, Investment Banking, Operational Risk
Education
Kellogg School of Management - Account Leadership Program
University of Delaware - Lerner College of Business and Economics
Bachelors of Science, Economics, Management Information and Decision Support Systems
Ernst & Young March 1999 - Present
JPMorgan June 1987 - March 1999
Skills
Enterprise Risk..., Due Diligence, AML, Risk Management, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Auditing, Corporate Governance, Financial Services, Risk Assessment, Banking, Governance, Capital Markets, Management Consulting, Investment Banking, Operational Risk
Education
Kellogg School of Management - Account Leadership Program
University of Delaware - Lerner College of Business and Economics
Bachelors of Science, Economics, Management Information and Decision Support Systems
Jennifer Champion's JPMorgan Experience Vice PresidentBank of America2000 - 2004
Job VP at JPMorgan
Industry Banking
Experience
JPMorgan Vice PresidentBank of America2000 - 2004
Hamilton Partners 1994 - 1998
Hamilton Partners 1994 - 1998
Education
University of Illinois at Chicago
JPMorgan Vice PresidentBank of America2000 - 2004
Hamilton Partners 1994 - 1998
Hamilton Partners 1994 - 1998
Education
University of Illinois at Chicago
Tom Czerwinski's JPMorgan Experience May 1993 - August 1996
Job Director at Barclaycard
Industry Information Technology and Services
Experience
Barclaycard January 2009 - Present
Barclaycard September 2007 - January 2009
Bank of America May 2006 - September 2007
MBNA May 2000 - May 2006
Cendant Mortgage Services January 1999 - May 2000
MBNA August 1996 - January 1999
JPMorgan May 1993 - August 1996
Skills
Credit Cards, Management, IT Strategy, Business Process..., Business Analysis, Enterprise Architecture, Risk Management, SDLC, IT Management, Mobile Devices, PMO, Program Management, Banking, Mobile Payments, Leadership, Project Portfolio..., Project Management, Change Management, Project Delivery, Software Project..., Payments, Financial Services, Disaster Recovery, Software Development, Team Leadership, Vendor Management, Process Improvement, Requirements Analysis, Integration
Education
University of Delaware 1989 — 1993
BS, Computers, Information Technology, Economics
Salesianum 1985 — 1989
Barclaycard January 2009 - Present
Barclaycard September 2007 - January 2009
Bank of America May 2006 - September 2007
MBNA May 2000 - May 2006
Cendant Mortgage Services January 1999 - May 2000
MBNA August 1996 - January 1999
JPMorgan May 1993 - August 1996
Skills
Credit Cards, Management, IT Strategy, Business Process..., Business Analysis, Enterprise Architecture, Risk Management, SDLC, IT Management, Mobile Devices, PMO, Program Management, Banking, Mobile Payments, Leadership, Project Portfolio..., Project Management, Change Management, Project Delivery, Software Project..., Payments, Financial Services, Disaster Recovery, Software Development, Team Leadership, Vendor Management, Process Improvement, Requirements Analysis, Integration
Education
University of Delaware 1989 — 1993
BS, Computers, Information Technology, Economics
Salesianum 1985 — 1989
Katie Vincent's JPMorgan Experience December 1998 - August 2004
Job Owner, donovandesigns
Industry Wholesale
Experience
donovandesigns November 1998 - Present
JPMorgan December 1998 - August 2004
Skills
Customer Service, Small Business, Marketing, Sales, Social Media Marketing, Entrepreneurship, Retail, Strategic Planning, Team Building
Education
University of Kentucky 1990 — 1994
donovandesigns November 1998 - Present
JPMorgan December 1998 - August 2004
Skills
Customer Service, Small Business, Marketing, Sales, Social Media Marketing, Entrepreneurship, Retail, Strategic Planning, Team Building
Education
University of Kentucky 1990 — 1994
Kevin Prendergast's JPMorgan Experience 2006 - 2008
Job Principal Oracle/Solaris/Linux Specialist at EnergyTransfer
Industry Computer Software
Experience
EnergyTransfer December 2014 - Present
United Airlines September 2014 - November 2014
American Airlines February 2013 - August 2014
kaptecsys Systems Consulting June 2009 - July 2011
Symantec June 2008 - April 2009
American Airlines 2009 - 2009
JPMorgan Chase Bank 2006 - 2009
JPMorgan 2006 - 2008
Skills
Solaris, Unix, Veritas Cluster Server, Disaster Recovery, Data Center, AIX, Red Hat Linux, High Availability, Shell Scripting, Cluster, SAN, HP-UX, Unix Shell Scripting, Storage Area Networks, Infrastructure, Servers, Enterprise Architecture, Vendor Management, SDLC, Integration, ITIL, Oracle, Cloud Computing, IT Strategy, IBM AIX
Education
University of East London
Bachelor of Computer Science, Electronics and Computer Engineering
EnergyTransfer December 2014 - Present
United Airlines September 2014 - November 2014
American Airlines February 2013 - August 2014
kaptecsys Systems Consulting June 2009 - July 2011
Symantec June 2008 - April 2009
American Airlines 2009 - 2009
JPMorgan Chase Bank 2006 - 2009
JPMorgan 2006 - 2008
Skills
Solaris, Unix, Veritas Cluster Server, Disaster Recovery, Data Center, AIX, Red Hat Linux, High Availability, Shell Scripting, Cluster, SAN, HP-UX, Unix Shell Scripting, Storage Area Networks, Infrastructure, Servers, Enterprise Architecture, Vendor Management, SDLC, Integration, ITIL, Oracle, Cloud Computing, IT Strategy, IBM AIX
Education
University of East London
Bachelor of Computer Science, Electronics and Computer Engineering
Nasser Elkhatib, PMP, CSM's JPMorgan Experience October 2004 - Present
Job Program Manager / Architect
Industry Computer & Network Security
Experience
JPMorgan October 2004 - Present
JP Morgan Chase 2004 - Present
Marsh October 2002 - October 2004
PricewaterhouseCoopers 1998 - 2002
CCH May 1996 - September 1998
Skills
Certified Project..., Microsoft Certified..., Certified Agile Scrum..., HP Certified Product..., Business Analysis, SDLC, Program Management, Requirements Analysis, Vendor Management
Education
University of Illinois at Chicago 1988 — 1992
BS
JPMorgan October 2004 - Present
JP Morgan Chase 2004 - Present
Marsh October 2002 - October 2004
PricewaterhouseCoopers 1998 - 2002
CCH May 1996 - September 1998
Skills
Certified Project..., Microsoft Certified..., Certified Agile Scrum..., HP Certified Product..., Business Analysis, SDLC, Program Management, Requirements Analysis, Vendor Management
Education
University of Illinois at Chicago 1988 — 1992
BS
Kabeer Duggal's JPMorgan Experience October 2008 - April 2009
Job Director UBS
Industry Capital Markets
Experience
UBS Investment Bank September 2014 - Present
Barclays Capital October 2011 - September 2013
RBS Greenwich Capital July 2009 - September 2011
JPMorgan October 2008 - April 2009
UBS March 2003 - May 2008
United States Marine Corps June 1997 - January 2001
R.J. O'Brien 1995 - 1998
Skills
Bonds, Equities, Equity Derivatives, Fixed Income, Options, Swaps, Trading, Derivatives, Series 7, Series 63, Bloomberg, Electronic Trading, Prime Brokerage, Market Data, Capital Markets, Trading Systems, Equity Trading, Trading Strategies
Education
University of Illinois at Chicago 2000 — 2004
B.S, Economics
UBS Investment Bank September 2014 - Present
Barclays Capital October 2011 - September 2013
RBS Greenwich Capital July 2009 - September 2011
JPMorgan October 2008 - April 2009
UBS March 2003 - May 2008
United States Marine Corps June 1997 - January 2001
R.J. O'Brien 1995 - 1998
Skills
Bonds, Equities, Equity Derivatives, Fixed Income, Options, Swaps, Trading, Derivatives, Series 7, Series 63, Bloomberg, Electronic Trading, Prime Brokerage, Market Data, Capital Markets, Trading Systems, Equity Trading, Trading Strategies
Education
University of Illinois at Chicago 2000 — 2004
B.S, Economics
Erik Sulzbach's JPMorgan Experience March 2000 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2000 - Present
J.P. Morgan Securities Inc. 2000 - Present
Cantor Fitzgerald October 1997 - December 1999
Skills
Series 7, Series 63, Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Securities, Bloomberg, Bonds, Options, Asset Allocation, Derivatives, ETFs, Equity Research, FINRA, Investment Strategies, Investments, Mutual Funds, Private Equity, Trading Systems
Education
University of Delaware 1992 — 1996
BA, History
Chaminade High School 1989 — 1992
St. William the Abbott 1979 — 1988
JPMorgan March 2000 - Present
J.P. Morgan Securities Inc. 2000 - Present
Cantor Fitzgerald October 1997 - December 1999
Skills
Series 7, Series 63, Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Securities, Bloomberg, Bonds, Options, Asset Allocation, Derivatives, ETFs, Equity Research, FINRA, Investment Strategies, Investments, Mutual Funds, Private Equity, Trading Systems
Education
University of Delaware 1992 — 1996
BA, History
Chaminade High School 1989 — 1992
St. William the Abbott 1979 — 1988
Tina Milligan's JPMorgan Experience 2002 - 2008
Job Managing Director at CTC | myCFO
Industry Accounting
Experience
CTC myCFO June 2014 - Present
Baker Tilly Virchow Krause, LLP June 2010 - May 2014
William Blair and Company June 2008 - May 2010
JPMorgan 2002 - 2008
Arthur Andersen 1998 - 2002
Kupferberg Goldberg & Neimark (now Baker Tilly) 1995 - 1998
Vail Associates 1992 - 1995
Skills
Tax, CPA, Income Tax, Wealth, Tax Research, Accounting, High Net Worth..., Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Financial Reporting
Education
Concord Law School - Kaplan University 2007 — 2013
Doctor of Law (J.D.), Law
Roosevelt University 1995 — 1996
Master's degree, Accounting
Fort Lewis College 1991 — 1992
Bachelor's degree, Accounting
University of Denver 1987 — 1991
CTC myCFO June 2014 - Present
Baker Tilly Virchow Krause, LLP June 2010 - May 2014
William Blair and Company June 2008 - May 2010
JPMorgan 2002 - 2008
Arthur Andersen 1998 - 2002
Kupferberg Goldberg & Neimark (now Baker Tilly) 1995 - 1998
Vail Associates 1992 - 1995
Skills
Tax, CPA, Income Tax, Wealth, Tax Research, Accounting, High Net Worth..., Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Financial Reporting
Education
Concord Law School - Kaplan University 2007 — 2013
Doctor of Law (J.D.), Law
Roosevelt University 1995 — 1996
Master's degree, Accounting
Fort Lewis College 1991 — 1992
Bachelor's degree, Accounting
University of Denver 1987 — 1991
Randy Redcay's JPMorgan Experience May 1989 - May 2000
Job Chief Financial Officer at Comenity Bank
Industry Financial Services
Experience
Alliance Data March 2013 - Present
Barclays Bank April 2004 - March 2013
JPMorgan Chase 2003 - 2004
MBNA America 2000 - 2003
JPMorgan May 1989 - May 2000
Price Waterhouse August 1987 - May 1989
Skills
Operational Risk, Enterprise Risk..., Credit Risk, Financial Risk, Risk Management, Banking, Operational Risk..., Credit Cards, Sarbanes-Oxley Act, Financial Services, AML, Portfolio Management, Retail Banking, Basel II, Credit
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1993
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BS, Accounting and Economics
Alliance Data March 2013 - Present
Barclays Bank April 2004 - March 2013
JPMorgan Chase 2003 - 2004
MBNA America 2000 - 2003
JPMorgan May 1989 - May 2000
Price Waterhouse August 1987 - May 1989
Skills
Operational Risk, Enterprise Risk..., Credit Risk, Financial Risk, Risk Management, Banking, Operational Risk..., Credit Cards, Sarbanes-Oxley Act, Financial Services, AML, Portfolio Management, Retail Banking, Basel II, Credit
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1993
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BS, Accounting and Economics
Danielle Babine's JPMorgan Experience November 2006 - March 2008
Job Financial Institutions Underwriter for JPMorgan Chase
Industry Insurance
Experience
JPMorgan Chase January 2011 - Present
Self Employed June 2008 - 2013
JPMorgan November 2006 - March 2008
JPMorgan August 2003 - October 2006
Skills
Loan Origination, Due Diligence, Underwriting, CMBS, Credit, Loans, Securitization, Asset Managment, Capital Markets, Valuation, Financial Modeling, Investments, Commercial Mortgages, Real Estate Economics, Mortgage Lending, Financial Analysis, Strategic Financial..., Equity Derivatives, Risk Management, Options
Education
University of Kentucky 1999 — 2002
Bachelor's degree, Finance, General
University of Florida
JPMorgan Chase January 2011 - Present
Self Employed June 2008 - 2013
JPMorgan November 2006 - March 2008
JPMorgan August 2003 - October 2006
Skills
Loan Origination, Due Diligence, Underwriting, CMBS, Credit, Loans, Securitization, Asset Managment, Capital Markets, Valuation, Financial Modeling, Investments, Commercial Mortgages, Real Estate Economics, Mortgage Lending, Financial Analysis, Strategic Financial..., Equity Derivatives, Risk Management, Options
Education
University of Kentucky 1999 — 2002
Bachelor's degree, Finance, General
University of Florida
Rob Freeze's JPMorgan Experience 2013 - Present
Job Program Manager, VP JPMorgan
Industry Financial Services
Experience
JPMorgan 2013 - Present
JP Morgan 1993 - 2012
Skills
Trading Systems, Investment Banking, Fixed Income, Loans, Capital Markets, Project Management, Financial Technology, Business Analysis, SDLC, Portfolio Management, Banking, Risk Management, Derivatives, Middle Office
Education
University of Delaware - Lerner College of Business and Economics
JPMorgan 2013 - Present
JP Morgan 1993 - 2012
Skills
Trading Systems, Investment Banking, Fixed Income, Loans, Capital Markets, Project Management, Financial Technology, Business Analysis, SDLC, Portfolio Management, Banking, Risk Management, Derivatives, Middle Office
Education
University of Delaware - Lerner College of Business and Economics
Kristin Paszczak's JPMorgan Experience August 2000 - April 2010
Job Recruiting Manager
Industry Financial Services
Experience
Robert Half - Financial Services Group 2011 - November 2014
JPMorgan August 2000 - April 2010
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Benet Academy
Robert Half - Financial Services Group 2011 - November 2014
JPMorgan August 2000 - April 2010
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Benet Academy
Loren Kemp's JPMorgan Experience May 2003 - July 2008
Job Managing Director at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank July 2013 - Present
Wells Fargo October 2008 - January 2013
JPMorgan May 2003 - July 2008
Bank One 2000 - 2003
Bank One 1997 - 2000
Skills
Building Relationships, Team Leadership, Problem Solving, Communication Skills, Client Advisory, Corporate Finance, Financial Modeling, Investor Relations, Credit Analysis, Due Diligence, Private Placements, Team Management, Middle Market, Financial Structuring, Capital Markets, Investment Banking, Mezzanine Finance, Transaction management, Sales, Capital Structure
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Finance
Fifth Third Bank July 2013 - Present
Wells Fargo October 2008 - January 2013
JPMorgan May 2003 - July 2008
Bank One 2000 - 2003
Bank One 1997 - 2000
Skills
Building Relationships, Team Leadership, Problem Solving, Communication Skills, Client Advisory, Corporate Finance, Financial Modeling, Investor Relations, Credit Analysis, Due Diligence, Private Placements, Team Management, Middle Market, Financial Structuring, Capital Markets, Investment Banking, Mezzanine Finance, Transaction management, Sales, Capital Structure
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Finance
Richard Bridenbaugh's JPMorgan Experience September 2005 - April 2012
Job
Industry International Trade and Development
Experience
Livingston International April 2012 - Present
JPMorgan September 2005 - April 2012
Vastera September 2000 - September 2005
Ford Motor Company July 1977 - September 2000
Skills
Customs Regulations, Trade Compliance, Process Improvement, Financial Analysis, Import, International Trade, Analysis, Valuation, Cross-functional Team..., Customs Brokerage, Auditing, Business Process..., Finance, Corporate Finance, Due Diligence, Business Planning, Business Strategy, Mergers & Acquisitions, Warehousing, Trading, Pricing, Strategy, Product Development, Forecasting
Education
University of Detroit 1975 — 1976
MBA
University of Detroit 1971 — 1975
BS
Livingston International April 2012 - Present
JPMorgan September 2005 - April 2012
Vastera September 2000 - September 2005
Ford Motor Company July 1977 - September 2000
Skills
Customs Regulations, Trade Compliance, Process Improvement, Financial Analysis, Import, International Trade, Analysis, Valuation, Cross-functional Team..., Customs Brokerage, Auditing, Business Process..., Finance, Corporate Finance, Due Diligence, Business Planning, Business Strategy, Mergers & Acquisitions, Warehousing, Trading, Pricing, Strategy, Product Development, Forecasting
Education
University of Detroit 1975 — 1976
MBA
University of Detroit 1971 — 1975
BS
Shan Radhakrishnan's JPMorgan Experience Vice PresidentJPMorgan Chase1997 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase1997 - Present
JPMorganChase & Co. 1997 - Present
PRT 1997 - 1998
ISIL, Madras 1995 - 1997
Education
Sindhi College
University of Madras
JPMorgan Vice PresidentJPMorgan Chase1997 - Present
JPMorganChase & Co. 1997 - Present
PRT 1997 - 1998
ISIL, Madras 1995 - 1997
Education
Sindhi College
University of Madras
Alex Shea's JPMorgan Experience 1997 - 1999
Job Oracle DBA
Industry Information Technology and Services
Experience
Waste Management November 2011 - Present
NASA September 2009 - November 2011
J.P. Morgan April 2006 - August 2007
Enron 1999 - 2006
JPMorgan 1997 - 1999
Skills
Disaster Recovery, Data Modeling, Data Warehousing, Oracle, Performance Tuning, Replication, Business Intelligence, High Availability, Data Guard, Databases, Enterprise Architecture, IBM AIX, Linux, Oracle RAC, RMAN, AIX, SQL Tuning, Solaris
Education
University of Houston 1987 — 1989
Maters, Electrical Engineering
Waste Management November 2011 - Present
NASA September 2009 - November 2011
J.P. Morgan April 2006 - August 2007
Enron 1999 - 2006
JPMorgan 1997 - 1999
Skills
Disaster Recovery, Data Modeling, Data Warehousing, Oracle, Performance Tuning, Replication, Business Intelligence, High Availability, Data Guard, Databases, Enterprise Architecture, IBM AIX, Linux, Oracle RAC, RMAN, AIX, SQL Tuning, Solaris
Education
University of Houston 1987 — 1989
Maters, Electrical Engineering
Mike Paszczak's JPMorgan Experience Private Banking AnalystJP Morgan2006 - Present
Job Analyst at JPMorgan
Industry Banking
Experience
JPMorgan Private Banking AnalystJP Morgan2006 - Present
Education
University of Colorado Boulder 2002 — 2006
JPMorgan Private Banking AnalystJP Morgan2006 - Present
Education
University of Colorado Boulder 2002 — 2006
Corey Martignetti's JPMorgan Experience May 2004 - Present
Job Associate Investor at JPMorgan
Industry Banking
Experience
JPMorgan May 2004 - Present
Education
University of Florida 1999 — 2004
JPMorgan May 2004 - Present
Education
University of Florida 1999 — 2004
Bryan Frese's JPMorgan Experience June 2001 - November 2008
Job Senior Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America January 2009 - Present
JPMorgan June 2001 - November 2008
HSA Wexford Bancgroup June 1999 - May 2001
First Security Commercial Mortgage June 1997 - May 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bank of America January 2009 - Present
JPMorgan June 2001 - November 2008
HSA Wexford Bancgroup June 1999 - May 2001
First Security Commercial Mortgage June 1997 - May 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Stacy Leong's JPMorgan Experience July 2007 - July 2014
Job Senior Associate
Industry Investment Management
Experience
J.P. Morgan August 2014 - Present
JPMorgan July 2007 - July 2014
JPMorgan June 2006 - August 2006
BNY Mellon June 2005 - August 2005
BNY Mellon June 2004 - August 2004
New Amsterdam Partners June 2003 - August 2003
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor’s Degree, Double Major in Finance and Accounting
Midwood 1999 — 2003
High School, Medical Science Institute
J.P. Morgan August 2014 - Present
JPMorgan July 2007 - July 2014
JPMorgan June 2006 - August 2006
BNY Mellon June 2005 - August 2005
BNY Mellon June 2004 - August 2004
New Amsterdam Partners June 2003 - August 2003
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor’s Degree, Double Major in Finance and Accounting
Midwood 1999 — 2003
High School, Medical Science Institute
Lou Rossetti's JPMorgan Experience August 2008 - July 2015
Job Vice President & Trust Officer at First Niagara Private Client Services
Industry Banking
Experience
First Niagara Bank July 2015 - Present
JPMorgan August 2008 - July 2015
JPMorgan April 2008 - July 2008
JPMorgan Chase April 2007 - April 2008
JPMorgan Chase 2001 - 2006
Skills
Credit, Investments, Securities, Banking, Estate Planning, Loans, Wealth Management, Asset Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation
Education
University of Rochester - Simon Business School 2002 — 2006
Master’s Degree, Finance and Competitive Strategy, GPA: 3.5/4.0
University of Delaware 1997 — 2001
BSBA, Finance and Economics
McQuaid Jesuit High School 1994 — 1997
First Niagara Bank July 2015 - Present
JPMorgan August 2008 - July 2015
JPMorgan April 2008 - July 2008
JPMorgan Chase April 2007 - April 2008
JPMorgan Chase 2001 - 2006
Skills
Credit, Investments, Securities, Banking, Estate Planning, Loans, Wealth Management, Asset Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation
Education
University of Rochester - Simon Business School 2002 — 2006
Master’s Degree, Finance and Competitive Strategy, GPA: 3.5/4.0
University of Delaware 1997 — 2001
BSBA, Finance and Economics
McQuaid Jesuit High School 1994 — 1997
Gleezel Lee Pounders's JPMorgan Experience March 2004 - Present
Job Vice President Fiduciary at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2004 - Present
Education
University of Illinois at Urbana-Champaign
JPMorgan March 2004 - Present
Education
University of Illinois at Urbana-Champaign
Chris Carpe's JPMorgan Experience March 1997 - January 1998
Job Chief Performance Officer at Strategy House, Inc.
Industry Management Consulting
Experience
Strategy House, Inc. Senior AdvisorBastianelli GroupJuly 2001 - December 2007
The Siegfried Group April 2000 - July 2001
Bastianelli & Humphreys January 1998 - April 2000
JPMorgan March 1997 - January 1998
Wilmington Trust February 1994 - February 1997
Wilmington Trust November 1992 - February 1994
Belfint, Lyons and Shuman January 1990 - October 1992
Education
Villanova University 1993 — 1998
MBA, Business Administration
University of Delaware 1985 — 1989
BS, Accounting
Strategy House, Inc. Senior AdvisorBastianelli GroupJuly 2001 - December 2007
The Siegfried Group April 2000 - July 2001
Bastianelli & Humphreys January 1998 - April 2000
JPMorgan March 1997 - January 1998
Wilmington Trust February 1994 - February 1997
Wilmington Trust November 1992 - February 1994
Belfint, Lyons and Shuman January 1990 - October 1992
Education
Villanova University 1993 — 1998
MBA, Business Administration
University of Delaware 1985 — 1989
BS, Accounting
Pam Khoury's JPMorgan Experience May 2005 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2005 - Present
Barclays Capital 2004 - 2005
AXA Financial 2001 - 2004
Alliance Capital Management 1998 - 2001
Education
University of Maryland College Park 1994 — 1998
Finance
Allentown High School
JPMorgan May 2005 - Present
Barclays Capital 2004 - 2005
AXA Financial 2001 - 2004
Alliance Capital Management 1998 - 2001
Education
University of Maryland College Park 1994 — 1998
Finance
Allentown High School
Bart Davis's JPMorgan Experience November 2005 - May 2012
Job Sr Project Manager at Fiserv
Industry Financial Services
Experience
Fiserv August 2014 - Present
Fiserv May 2012 - August 2014
JPMorgan November 2005 - May 2012
JPMC November 2000 - January 2007
JPMorgan Chase January 2000 - January 2005
Skills
Business Analysis, Vendor Management, Process Engineering, Process Improvement, Risk Management, Project Management, Operational Risk..., Banking, Team Building, CRM, Leadership, PMO, Operations Management, Management, SDLC, Project Portfolio..., Requirements Gathering, Business Process..., IT Management, Project Delivery, Requirements Analysis, Visio
Education
BS 1994 — 1997
Bachelor of Science (BS), Kinesiology and Exercise Science
University of Houston 1994 — 1997
BS, Science
Fiserv August 2014 - Present
Fiserv May 2012 - August 2014
JPMorgan November 2005 - May 2012
JPMC November 2000 - January 2007
JPMorgan Chase January 2000 - January 2005
Skills
Business Analysis, Vendor Management, Process Engineering, Process Improvement, Risk Management, Project Management, Operational Risk..., Banking, Team Building, CRM, Leadership, PMO, Operations Management, Management, SDLC, Project Portfolio..., Requirements Gathering, Business Process..., IT Management, Project Delivery, Requirements Analysis, Visio
Education
BS 1994 — 1997
Bachelor of Science (BS), Kinesiology and Exercise Science
University of Houston 1994 — 1997
BS, Science
TranLinh Quach's JPMorgan Experience 2006 - 2008
Job Manager People Advisory Services Actuarial at Ernst & Young
Industry Financial Services
Experience
Ernst & Young November 2012 - Present
Shore Tompkins Actuarial Resources January 2010 - March 2012
Shore Tompkins Actuarial Resources, LLC April 2009 - June 2011
JPMorgan 2006 - 2008
CCA Strategies / Chicago Consulting Actuaries 2001 - 2006
Deloitte & Touche June 2001 - August 2001
Skills
Defined Benefit, Plan Design, Actuarial, Pensions, Retirement, Pension Administration, Employee Benefits, ERISA, Actuarial Science, Retirement Plan..., Defined Contribution
Education
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Double Major: Actuarial Science and Finance
Ernst & Young November 2012 - Present
Shore Tompkins Actuarial Resources January 2010 - March 2012
Shore Tompkins Actuarial Resources, LLC April 2009 - June 2011
JPMorgan 2006 - 2008
CCA Strategies / Chicago Consulting Actuaries 2001 - 2006
Deloitte & Touche June 2001 - August 2001
Skills
Defined Benefit, Plan Design, Actuarial, Pensions, Retirement, Pension Administration, Employee Benefits, ERISA, Actuarial Science, Retirement Plan..., Defined Contribution
Education
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Double Major: Actuarial Science and Finance
Yinka Folahan's JPMorgan Experience February 2013 - Present
Job Energy Settlement Officer
Industry Oil & Energy
Experience
Mercuria Energy Trading S.A. February 2015 - Present
JPMorgan February 2013 - Present
JPMorgan Chase June 2003 - January 2013
Skills
Risk Management, Project Management, Customer Service, Team Leadership, Management, Microsoft Office, Microsoft Excel, Project Planning, Team Building, Banking, Testing, Account Management, Accounting, SharePoint, Teamwork, Energy, Corporate Finance, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Oil/Gas, Journal Entries, Business Analysis, Business Strategy, Financial Analysis, Leadership Development, Negotiation, New Business Development
Education
University of Houston 2000 — 2003
Bachelor's degree, Finance, General
Mercuria Energy Trading S.A. February 2015 - Present
JPMorgan February 2013 - Present
JPMorgan Chase June 2003 - January 2013
Skills
Risk Management, Project Management, Customer Service, Team Leadership, Management, Microsoft Office, Microsoft Excel, Project Planning, Team Building, Banking, Testing, Account Management, Accounting, SharePoint, Teamwork, Energy, Corporate Finance, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Oil/Gas, Journal Entries, Business Analysis, Business Strategy, Financial Analysis, Leadership Development, Negotiation, New Business Development
Education
University of Houston 2000 — 2003
Bachelor's degree, Finance, General
Tulika Bhatia's JPMorgan Experience May 2004 - Present
Job JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2004 - Present
Education
University of Lincoln 1999 — 2001
MBA, Marketing
JPMorgan May 2004 - Present
Education
University of Lincoln 1999 — 2001
MBA, Marketing
Prarthan Christian's JPMorgan Experience August 2008 - February 2010
Job Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2014 - Present
J.P. Morgan March 2013 - May 2014
J.P. Morgan March 2010 - February 2013
JPMorgan August 2008 - February 2010
JP Morgan Chase January 1999 - July 2008
Skills
Program Management, Acquisition Integration, Project Management, Leadership, Strategy, Strategic Thinking, People Development, Risk Management, Capital Markets, Banking, Management, Finance, Integration
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
BSBA, Finance
JPMorgan Chase & Co. May 2014 - Present
J.P. Morgan March 2013 - May 2014
J.P. Morgan March 2010 - February 2013
JPMorgan August 2008 - February 2010
JP Morgan Chase January 1999 - July 2008
Skills
Program Management, Acquisition Integration, Project Management, Leadership, Strategy, Strategic Thinking, People Development, Risk Management, Capital Markets, Banking, Management, Finance, Integration
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
BSBA, Finance
Cindy Cain's JPMorgan Experience June 1993 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan June 1993 - Present
Skills
Management, Tax Oriented Investments, Real Estate Transactions, Client Rapport, Financial Analysis, Financial Modeling, Deadline Oriented, Financial Accounting, People-oriented, Microsoft Excel, Data Mining
Education
The University of Chicago 1995 — 1998
MBA, Finance & Entrepreneurship
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance, French
Mother McAuley High School 1985 — 1989
JPMorgan June 1993 - Present
Skills
Management, Tax Oriented Investments, Real Estate Transactions, Client Rapport, Financial Analysis, Financial Modeling, Deadline Oriented, Financial Accounting, People-oriented, Microsoft Excel, Data Mining
Education
The University of Chicago 1995 — 1998
MBA, Finance & Entrepreneurship
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance, French
Mother McAuley High School 1985 — 1989
Jason Kyler's JPMorgan Experience 2001 - 2014
Job Administrative Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2014 - Present
Wilmington Trust May 2014 - Present
JPMorgan Chase June 2001 - May 2014
JP Morgan Chase 2001 - 2014
JPMorgan 2001 - 2014
JPMorganChase 2001 - 2014
JP Morgan 2001 - 2014
University of Delaware 1999 - 2000
PECO Energy 1998 - 1999
DuPont 1996 - 1998
Skills
Fixed Income, Equities, Operations Improvement, Operations Management, Process Improvement, Derivatives, Bloomberg, Banking, Risk Management, Capital Markets, Finance, Hedge Funds, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1998
B.S., Civil Engineering
M&T Bank May 2014 - Present
Wilmington Trust May 2014 - Present
JPMorgan Chase June 2001 - May 2014
JP Morgan Chase 2001 - 2014
JPMorgan 2001 - 2014
JPMorganChase 2001 - 2014
JP Morgan 2001 - 2014
University of Delaware 1999 - 2000
PECO Energy 1998 - 1999
DuPont 1996 - 1998
Skills
Fixed Income, Equities, Operations Improvement, Operations Management, Process Improvement, Derivatives, Bloomberg, Banking, Risk Management, Capital Markets, Finance, Hedge Funds, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1998
B.S., Civil Engineering
Edward DeWoody's JPMorgan Experience 1993 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan 1993 - Present
Kraft General Foods 1987 - 1993
Mellon Bank 1986 - 1987
Education
University of Delaware
B.S., Mathematics
University of Delaware - Lerner College of Business and Economics
MBA
JPMorgan 1993 - Present
Kraft General Foods 1987 - 1993
Mellon Bank 1986 - 1987
Education
University of Delaware
B.S., Mathematics
University of Delaware - Lerner College of Business and Economics
MBA
Brett Fait's JPMorgan Experience 2003 - 2004
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Asset/Wealth Management 2013 - Present
DS Wolf Group 2007 - 2013
Vedior Professional Services 2004 - 2007
JPMorgan 2003 - 2004
Education
University of Maryland College Park
BS
Asset/Wealth Management 2013 - Present
DS Wolf Group 2007 - 2013
Vedior Professional Services 2004 - 2007
JPMorgan 2003 - 2004
Education
University of Maryland College Park
BS
Chris Mongillo's JPMorgan Experience January 2008 - January 2011
Job Markets and Investment Service Manager
Industry Investment Banking
Experience
JPMorgan Chase 2009 - Present
JPMorgan January 2008 - January 2011
Education
University of Delaware
economics
JPMorgan Chase 2009 - Present
JPMorgan January 2008 - January 2011
Education
University of Delaware
economics
Shawn Lucey's JPMorgan Experience January 2007 - August 2014
Job Vice President at M&T Bank
Industry Investment Banking
Experience
M&T Bank August 2014 - Present
Wilmington Trust August 2014 - Present
JPMorgan January 2007 - August 2014
MBNA October 2001 - 2006
Skills
Securities, Project Management, Process Improvement, Series 7, Business Process..., Finance, Back Office
Education
University of Delaware 2003 — 2007
BS, Finance
FINRA
Series 7
M&T Bank August 2014 - Present
Wilmington Trust August 2014 - Present
JPMorgan January 2007 - August 2014
MBNA October 2001 - 2006
Skills
Securities, Project Management, Process Improvement, Series 7, Business Process..., Finance, Back Office
Education
University of Delaware 2003 — 2007
BS, Finance
FINRA
Series 7
Eileen Kapp's JPMorgan Experience 1987 - 1990
Job Database Consultant and Technology Trainer
Industry Computer Software
Experience
Kapp Consulting July 1997 - Present
Smith Barney 1990 - 1997
JPMorgan 1987 - 1990
Information Builders 1984 - 1987
Skills
Access, Project Management, Leadership, Teaching, Business Analysis, Employee Training, Web Development, Microsoft Office, Databases, Software Development, Systems Analysis, SDLC, Microsoft Excel, WebFOCUS, Data Analysis, Program Management, Software Documentation, SharePoint, Visio, Analysis, Data Modeling, Software Project..., SQL, Business Process, Integration, Technical Writing, Microsoft SQL Server, HTML, Requirements Analysis, Process Improvement, MS Project, IT Strategy, Enterprise Software, Disaster Recovery, Enterprise Architecture, Cloud Computing, Data Warehousing, Vendor Management, Team Leadership, Change Management, PMP, Project Portfolio..., IT Management
Education
University of Delaware 1900 — 1999
B.S., Physics, Mathematics
Kapp Consulting July 1997 - Present
Smith Barney 1990 - 1997
JPMorgan 1987 - 1990
Information Builders 1984 - 1987
Skills
Access, Project Management, Leadership, Teaching, Business Analysis, Employee Training, Web Development, Microsoft Office, Databases, Software Development, Systems Analysis, SDLC, Microsoft Excel, WebFOCUS, Data Analysis, Program Management, Software Documentation, SharePoint, Visio, Analysis, Data Modeling, Software Project..., SQL, Business Process, Integration, Technical Writing, Microsoft SQL Server, HTML, Requirements Analysis, Process Improvement, MS Project, IT Strategy, Enterprise Software, Disaster Recovery, Enterprise Architecture, Cloud Computing, Data Warehousing, Vendor Management, Team Leadership, Change Management, PMP, Project Portfolio..., IT Management
Education
University of Delaware 1900 — 1999
B.S., Physics, Mathematics
Jennifer Celestine's JPMorgan Experience January 2001 - January 2009
Job SBA UNDERWRITER at Amegy Bank
Industry Financial Services
Experience
Amegy Bank May 2014 - Present
Goodman Global Inc November 2010 - Present
U.S.Foodservices April 2009 - November 2010
JPMorgan January 2001 - January 2009
JPMorgan January 1998 - December 2000
Education
University of Houston
Finance, BA-Finance
Amegy Bank May 2014 - Present
Goodman Global Inc November 2010 - Present
U.S.Foodservices April 2009 - November 2010
JPMorgan January 2001 - January 2009
JPMorgan January 1998 - December 2000
Education
University of Houston
Finance, BA-Finance
John Verfurth's JPMorgan Experience 2003 - Present
Job Vice President, Global Technology, JPMorgan
Industry Banking
Experience
JPMorgan Chase March 2003 - Present
JPM Chase 2003 - Present
JPMorgan 2003 - Present
JP Morgan Chase 2003 - 2009
Bank One 2003 - 2004
Fidelity Investments September 1997 - October 2002
Advisor Technology Services 1997 - 2002
Skills
PMO, Analysis, Project Management, Management, SDLC, Banking, Business Analysis, Risk Management, Business Process..., Portfolio Management, Financial Services, IT Strategy, Mergers & Acquisitions, Process Improvement, Requirements Gathering
Education
University of Hartford 1975 — 1979
B.S., Finance and Economics
JPMorgan Chase March 2003 - Present
JPM Chase 2003 - Present
JPMorgan 2003 - Present
JP Morgan Chase 2003 - 2009
Bank One 2003 - 2004
Fidelity Investments September 1997 - October 2002
Advisor Technology Services 1997 - 2002
Skills
PMO, Analysis, Project Management, Management, SDLC, Banking, Business Analysis, Risk Management, Business Process..., Portfolio Management, Financial Services, IT Strategy, Mergers & Acquisitions, Process Improvement, Requirements Gathering
Education
University of Hartford 1975 — 1979
B.S., Finance and Economics
Eric Adams's JPMorgan Experience September 1999 - February 2011
Job Managing Director at The PrivateBank and Trust Company
Industry Financial Services
Experience
The PrivateBank and Trust Company May 2014 - Present
JP Morgan January 2009 - April 2014
JPMorgan September 1999 - February 2011
American National Bank January 1998 - September 1999
American National Bank July 1993 - January 1998
Skills
Series 7, Trading, Mutual Funds, Financial Analysis, Investments, Financial Modeling, Banking, Cash Management, Financial Services, Credit, Wealth Management, Relationship Management, Management, Accounting, Equities, CRM, Asset Managment, Commercial Banking, Networking, Asset Management
Education
University of Illinois at Urbana-Champaign 1986 — 1991
The PrivateBank and Trust Company May 2014 - Present
JP Morgan January 2009 - April 2014
JPMorgan September 1999 - February 2011
American National Bank January 1998 - September 1999
American National Bank July 1993 - January 1998
Skills
Series 7, Trading, Mutual Funds, Financial Analysis, Investments, Financial Modeling, Banking, Cash Management, Financial Services, Credit, Wealth Management, Relationship Management, Management, Accounting, Equities, CRM, Asset Managment, Commercial Banking, Networking, Asset Management
Education
University of Illinois at Urbana-Champaign 1986 — 1991
Rafael Herrera's JPMorgan Experience 1994 - 2006
Job Senior Vice President and CDO Regional Business Head at U.S. Bank
Industry Banking
Experience
U.S. Bank October 2013 - Present
Bank of New York Mellon October 2006 - October 2013
JPMorgan Chase 1994 - 2006
JPMorgan 1994 - 2006
Skills
Financial Services, Relationship Management, Securitization, Capital Markets, Derivatives, Credit, Structured Finance, Fixed Income, Equities, CDO, Portfolio Management, Hedge Funds, Alternative Investments, Securities, Loans
Education
University of Houston
U.S. Bank October 2013 - Present
Bank of New York Mellon October 2006 - October 2013
JPMorgan Chase 1994 - 2006
JPMorgan 1994 - 2006
Skills
Financial Services, Relationship Management, Securitization, Capital Markets, Derivatives, Credit, Structured Finance, Fixed Income, Equities, CDO, Portfolio Management, Hedge Funds, Alternative Investments, Securities, Loans
Education
University of Houston
Noah Singerman's JPMorgan Experience March 2009 - March 2010
Job Director Carlson Capital
Industry Investment Management
Experience
Morgan Stanley April 2010 - July 2015
JPMorgan March 2009 - March 2010
JPMorgan 2007 - 2008
JPMorgan 2005 - 2007
Skills
Derivatives, Fixed Income, Bonds, Options, Global Macro, Emerging Markets, Credit Derivatives, Cross Asset, Hedge Fund Sales, Exotics, Spanish, Rates, Hedge Funds, Quantitative Finance, Interest Rates, Capital Markets, Corporate Finance, Valuation, Bloomberg, Trading, Equities
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Finance major; Spanish minor
Morgan Stanley April 2010 - July 2015
JPMorgan March 2009 - March 2010
JPMorgan 2007 - 2008
JPMorgan 2005 - 2007
Skills
Derivatives, Fixed Income, Bonds, Options, Global Macro, Emerging Markets, Credit Derivatives, Cross Asset, Hedge Fund Sales, Exotics, Spanish, Rates, Hedge Funds, Quantitative Finance, Interest Rates, Capital Markets, Corporate Finance, Valuation, Bloomberg, Trading, Equities
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Finance major; Spanish minor
Ryan Jost, CFA's JPMorgan Experience March 2008 - Present
Job Vice President, JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan March 2008 - Present
Education
University of Delaware 1994 — 2001
BS, MS, Agricultural Economics
JPMorgan March 2008 - Present
Education
University of Delaware 1994 — 2001
BS, MS, Agricultural Economics
Jason Dague's JPMorgan Experience May 2008 - May 2009
Job Relationship Manager at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock September 2009 - December 2012
JPMorgan May 2008 - May 2009
Skills
Fixed Income, Investments, Derivatives, Financial Analysis, Risk Management, Business Analysis, Analytics, Credit, Microsoft Excel, Analysis, Data Analysis
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
BlackRock January 2013 - Present
BlackRock September 2009 - December 2012
JPMorgan May 2008 - May 2009
Skills
Fixed Income, Investments, Derivatives, Financial Analysis, Risk Management, Business Analysis, Analytics, Credit, Microsoft Excel, Analysis, Data Analysis
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Bryan Stahl's JPMorgan Experience February 2006 - Present
Job Vice President; Financial Analysis Manager at JPMorgan
Industry Financial Services
Experience
JPMorgan February 2006 - Present
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Business Analysis, Financial Services, Corporate Finance, Finance, Forecasting, Managerial Finance, Process Improvement, Variance Analysis, Strategic Financial..., Accounting, Business Strategy, Risk Management, Analysis, Budgets, Vendor Management, Financial Planning
Education
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
JPMorgan February 2006 - Present
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Business Analysis, Financial Services, Corporate Finance, Finance, Forecasting, Managerial Finance, Process Improvement, Variance Analysis, Strategic Financial..., Accounting, Business Strategy, Risk Management, Analysis, Budgets, Vendor Management, Financial Planning
Education
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Leslie Swanson's JPMorgan Experience 1978 - April 2009
Job 1st VP & Strategic Alliances Group Head at Flagstar Bank
Industry Banking
Experience
Flagstar Bank November 2010 - Present
Citizens Bank - Flint October 2009 - November 2010
JPMorgan 1978 - April 2009
JPMorgan Global Trade Services 2005 - 2009
Bank One 2001 - 2005
First Chicago/ NBD 1995 - 1999
Skills
Banking, Strategic Planning, Strategy, Team Building, SDLC, Product Development, Negotiation, Vendor Management, Finance, P&L Management, Leadership, Risk Management, Process Improvement, Portfolio Management, Mergers & Acquisitions, Management
Education
University of Detroit Mercy
University of Michigan
Flagstar Bank November 2010 - Present
Citizens Bank - Flint October 2009 - November 2010
JPMorgan 1978 - April 2009
JPMorgan Global Trade Services 2005 - 2009
Bank One 2001 - 2005
First Chicago/ NBD 1995 - 1999
Skills
Banking, Strategic Planning, Strategy, Team Building, SDLC, Product Development, Negotiation, Vendor Management, Finance, P&L Management, Leadership, Risk Management, Process Improvement, Portfolio Management, Mergers & Acquisitions, Management
Education
University of Detroit Mercy
University of Michigan
Paul Wroblewski's JPMorgan Experience March 2005 - April 2015
Job Project Manager at Transamerica Retirement Solutions
Industry Human Resources
Experience
Transamerica Retirement Solutions May 2015 - Present
JPMorgan March 2005 - April 2015
Hewitt Associates October 2000 - February 2005
Skills
SDLC, Process Improvement, Pensions, Defined Benefit, Project Management, Outsourcing, Employee Benefits, Data Analysis, Retirement, Strategic Planning, Team Building, Integration, Testing, Visual Basic, Requirements Analysis
Education
University of Illinois Springfield
Computer Science
Transamerica Retirement Solutions May 2015 - Present
JPMorgan March 2005 - April 2015
Hewitt Associates October 2000 - February 2005
Skills
SDLC, Process Improvement, Pensions, Defined Benefit, Project Management, Outsourcing, Employee Benefits, Data Analysis, Retirement, Strategic Planning, Team Building, Integration, Testing, Visual Basic, Requirements Analysis
Education
University of Illinois Springfield
Computer Science
David Goldenberg's JPMorgan Experience July 1989 - April 2000
Job Operations at Tilden Park Capital Management
Industry Financial Services
Experience
Tilden Park Capital Management January 2012 - Present
Goldman Sachs June 2006 - August 2011
Deutsche Bank May 2000 - May 2006
JPMorgan July 1989 - April 2000
Skills
Credit Derivatives, Equities, Settlement, Confirmation, Finance, Prime Brokerage, Middle Office, CDS, Collateral Management, Equity Derivatives, DTC, Structured Products, Operations Management, Team Leadership, Project Management
Education
University of Delaware
BA, Finance, Political Science, History
Tilden Park Capital Management January 2012 - Present
Goldman Sachs June 2006 - August 2011
Deutsche Bank May 2000 - May 2006
JPMorgan July 1989 - April 2000
Skills
Credit Derivatives, Equities, Settlement, Confirmation, Finance, Prime Brokerage, Middle Office, CDS, Collateral Management, Equity Derivatives, DTC, Structured Products, Operations Management, Team Leadership, Project Management
Education
University of Delaware
BA, Finance, Political Science, History
Jacqueline Tytus Clay's JPMorgan Experience 1992 - 2009
Job Investments
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2009 - Present
JPMorgan Private Client Services 1992 - 2009
JPMorgan 1992 - 2009
PNC Financial 1982 - 1992
Education
University of Louisville
bsc, Accounting
Morgan Stanley Smith Barney August 2009 - Present
JPMorgan Private Client Services 1992 - 2009
JPMorgan 1992 - 2009
PNC Financial 1982 - 1992
Education
University of Louisville
bsc, Accounting
Wendy Denburg Kerdell's JPMorgan Experience September 1992 - July 1998
Job Independent Computer Software Professional
Industry Computer Software
Experience
JPMorgan September 1992 - July 1998
Arinc 1987 - 1992
Lockheed-EMSCO July 1984 - May 1987
Education
University of Maryland College Park 1980 — 1984
BS, Computer Science
JPMorgan September 1992 - July 1998
Arinc 1987 - 1992
Lockheed-EMSCO July 1984 - May 1987
Education
University of Maryland College Park 1980 — 1984
BS, Computer Science
Paul Macchione, CFA's JPMorgan Experience September 2013 - Present
Job Vice President at J.P. Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan September 2013 - Present
JPMorgan 2005 - 2013
JPMorgan 2002 - 2005
Skills
Derivatives, Trading, Series 7, Series 63, Futures Trading, Options, Equities, Equity Derivatives, Fixed Income, FX Derivatives, Commodity Markets, Capital Markets, Portfolio Management, Hedge Funds, Commodity, Trading Systems, Electronic Trading, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Finance
JPMorgan September 2013 - Present
JPMorgan 2005 - 2013
JPMorgan 2002 - 2005
Skills
Derivatives, Trading, Series 7, Series 63, Futures Trading, Options, Equities, Equity Derivatives, Fixed Income, FX Derivatives, Commodity Markets, Capital Markets, Portfolio Management, Hedge Funds, Commodity, Trading Systems, Electronic Trading, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Finance
Brittany Rosinski's JPMorgan Experience July 2007 - December 2009
Job Private Bank Mortgage Advisor at JPMorgan
Industry Financial Services
Experience
Vice President at JPMorgan December 2009 - Present
JPMorgan July 2007 - December 2009
Northwestern Mutual 2006 - 2007
Skills
Residential Mortgages, Mortgage Underwriting, Credit Analysis, High Net Worth..., Personal Finance, Financial Analysis, Jumbo Mortgage, Relationship Management, Risk Management
Education
University of Illinois at Chicago 2002 — 2007
Finance, Management, Entrepreneurship
Carl Sandburg High School 1998 — 2002
Vice President at JPMorgan December 2009 - Present
JPMorgan July 2007 - December 2009
Northwestern Mutual 2006 - 2007
Skills
Residential Mortgages, Mortgage Underwriting, Credit Analysis, High Net Worth..., Personal Finance, Financial Analysis, Jumbo Mortgage, Relationship Management, Risk Management
Education
University of Illinois at Chicago 2002 — 2007
Finance, Management, Entrepreneurship
Carl Sandburg High School 1998 — 2002
Rupert Russell's JPMorgan Experience November 2008 - February 2010
Job FX / Rates / Derivatives
Industry Investment Management
Experience
Koch Supply & Trading April 2012 - Present
COMAC Capital March 2010 - October 2011
JPMorgan November 2008 - February 2010
Old Lane August 2006 - September 2008
Merrill Lynch April 2005 - July 2006
JPMorgan Chase March 2004 - March 2005
Skills
Calypso, Credit Derivatives, Interest Rate..., FX Options, FX, Bonds, Equity Derivatives, Fixed Income, Murex, Sophis, Futures, Collateral Management, Securities, Operations, Settlements, Risk Management, Operational Risk, Investment Banking, Hedge Funds, Prime Brokerage, Sales Support, Electronic Trading, Derivatives, FX Hedging, Reconciliations, ISDA, Documentation, P&L, MIS, Swaps, CFDs, Risk Analysis, Middle Office, Trading Systems, Back Office, Bloomberg, Credit, Commodities, Options, Settlement
Education
University of KwaZulu-Natal 1997 — 2000
B.Com (Hons)
St Alban's College
Koch Supply & Trading April 2012 - Present
COMAC Capital March 2010 - October 2011
JPMorgan November 2008 - February 2010
Old Lane August 2006 - September 2008
Merrill Lynch April 2005 - July 2006
JPMorgan Chase March 2004 - March 2005
Skills
Calypso, Credit Derivatives, Interest Rate..., FX Options, FX, Bonds, Equity Derivatives, Fixed Income, Murex, Sophis, Futures, Collateral Management, Securities, Operations, Settlements, Risk Management, Operational Risk, Investment Banking, Hedge Funds, Prime Brokerage, Sales Support, Electronic Trading, Derivatives, FX Hedging, Reconciliations, ISDA, Documentation, P&L, MIS, Swaps, CFDs, Risk Analysis, Middle Office, Trading Systems, Back Office, Bloomberg, Credit, Commodities, Options, Settlement
Education
University of KwaZulu-Natal 1997 — 2000
B.Com (Hons)
St Alban's College
Steven Raets's JPMorgan Experience March 1996 - 1998
Job Owner at Bunker Sound Productions
Industry Music
Experience
Bunker Sound Productions January 2013 - Present
Na January 2012 - Present
Goldman Sachs (New York) November 2009 - January 2012
Goldman Sachs June 2008 - December 2009
Morgan Stanley July 1998 - June 2008
JPMorgan March 1996 - 1998
Fortis Bank January 1994 - March 1996
Skills
Pension Funds, Investments, Asset Allocation, ALM, Risk Management, Pensions, Asset, Fixed Income, Derivatives, Equities, Hedge Funds, Bloomberg, Investment Banking, Quantitative Finance, Options, Financial Markets, FX Options
Education
University of Leuven 1992 — 1993
Gespecialiseerde Studies In Toegepaste Economie (Specialised Studies in Applied Economics), finance
University of Leuven 1988 — 1992
Licentiaat In De Toegepaste Economie (Applied Quantitative Economics), Quantitative Finance
Bunker Sound Productions January 2013 - Present
Na January 2012 - Present
Goldman Sachs (New York) November 2009 - January 2012
Goldman Sachs June 2008 - December 2009
Morgan Stanley July 1998 - June 2008
JPMorgan March 1996 - 1998
Fortis Bank January 1994 - March 1996
Skills
Pension Funds, Investments, Asset Allocation, ALM, Risk Management, Pensions, Asset, Fixed Income, Derivatives, Equities, Hedge Funds, Bloomberg, Investment Banking, Quantitative Finance, Options, Financial Markets, FX Options
Education
University of Leuven 1992 — 1993
Gespecialiseerde Studies In Toegepaste Economie (Specialised Studies in Applied Economics), finance
University of Leuven 1988 — 1992
Licentiaat In De Toegepaste Economie (Applied Quantitative Economics), Quantitative Finance
Joe Bruns's JPMorgan Experience 2007 - 2009
Job Retirement Plan Consultant at The Standard
Industry Financial Services
Experience
The Standard March 2014 - Present
Manning & Napier Advisors February 2012 - March 2014
Fulton Financial Advisors September 2009 - February 2012
JPMorgan 2007 - 2009
T. Rowe Price January 2000 - March 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, IRAs, Securities, Investment Advisory, ERISA, Asset Management, Investments, Uniform Combined State..., Pensions, Strategic Planning, Retirement Planning
Education
University of Maryland Baltimore County 1989 — 1992
BA, Economics
The Standard March 2014 - Present
Manning & Napier Advisors February 2012 - March 2014
Fulton Financial Advisors September 2009 - February 2012
JPMorgan 2007 - 2009
T. Rowe Price January 2000 - March 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, IRAs, Securities, Investment Advisory, ERISA, Asset Management, Investments, Uniform Combined State..., Pensions, Strategic Planning, Retirement Planning
Education
University of Maryland Baltimore County 1989 — 1992
BA, Economics
Yvonne Bamberger's JPMorgan Experience Technical SupportBank One2000 - 2007
Job Trainer at JPMorgan
Industry Banking
Experience
JPMorgan Technical SupportBank One2000 - 2007
J.P. Morgan 2001 - 2006
Skills
Change Management, Banking, Employee Engagement, Business Analysis, Team Leadership, Vendor Management, Strategy, Call Center, Training, Account Management, Financial Services, Training Delivery, PMO, Microsoft Office, Process Improvement, Microsoft Excel, Commercial Banking, Sales, Customer Service, Call Centers
Education
University of Illinois at Chicago 1987 — 1992
bachelors, acctg/fin
Wheeling High School 1983 — 1987
JPMorgan Technical SupportBank One2000 - 2007
J.P. Morgan 2001 - 2006
Skills
Change Management, Banking, Employee Engagement, Business Analysis, Team Leadership, Vendor Management, Strategy, Call Center, Training, Account Management, Financial Services, Training Delivery, PMO, Microsoft Office, Process Improvement, Microsoft Excel, Commercial Banking, Sales, Customer Service, Call Centers
Education
University of Illinois at Chicago 1987 — 1992
bachelors, acctg/fin
Wheeling High School 1983 — 1987
Ivonne Marrero-Rohn's JPMorgan Experience August 2009 - March 2012
Job Executive Director Senior Implementation Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2012 - Present
JPMorgan August 2009 - March 2012
JPMorgan December 2007 - August 2009
JP Morgan June 1995 - November 2007
Education
University of Illinois at Chicago 1990 — 1995
Bachelor Of Science, Accounting, Management
JPMorgan Chase April 2012 - Present
JPMorgan August 2009 - March 2012
JPMorgan December 2007 - August 2009
JP Morgan June 1995 - November 2007
Education
University of Illinois at Chicago 1990 — 1995
Bachelor Of Science, Accounting, Management
Daniel Tabora's JPMorgan Experience 2008 - 2010
Job NGL Marketing and Trading at Oxy
Industry Investment Banking
Experience
Oxy December 2012 - Present
Occidental Petroleum Corporation October 2009 - December 2012
JPMorgan 2008 - 2010
Skills
Financial Modeling, Analysis, Trading, Credit, Portfolio Management, Investment Banking, Management, Account Reconciliation, Natural Gas, Accounts Payable, Human Resources, Gas
Education
University of St. Thomas 2003 — 2004
Finance
University of Houston 2000 — 2003
Finance, General
Oxy December 2012 - Present
Occidental Petroleum Corporation October 2009 - December 2012
JPMorgan 2008 - 2010
Skills
Financial Modeling, Analysis, Trading, Credit, Portfolio Management, Investment Banking, Management, Account Reconciliation, Natural Gas, Accounts Payable, Human Resources, Gas
Education
University of St. Thomas 2003 — 2004
Finance
University of Houston 2000 — 2003
Finance, General
Jeffrey Arkin's JPMorgan Experience April 2002 - August 2006
Job Managing Consultant\Solutions ArchitectMCITP Messaging, EMCSA, VCP, CCDA, MCSE, CCA, ITIL, Commvault CCE, NetApp NCIE
Industry Information Technology and Services
Experience
Consultant January 2008 - Present
Capgemini 2007 - 2008
JPMorgan April 2002 - August 2006
Instant Technology 2006 - 2006
Schawk, Inc. / Anthem Worldwide / Brandimage 2000 - 2001
Skills
Disaster Recovery, Security, Citrix, VMware, Active Directory, Virtualization, ITIL, Data Center, Windows Server, Storage, Servers, Microsoft Exchange, Technical Support, Windows, Networking, Infrastructure, System Deployment, SAN, Information Technology
Education
University of Iowa 1989 — 1993
BBA, Finance
Consultant January 2008 - Present
Capgemini 2007 - 2008
JPMorgan April 2002 - August 2006
Instant Technology 2006 - 2006
Schawk, Inc. / Anthem Worldwide / Brandimage 2000 - 2001
Skills
Disaster Recovery, Security, Citrix, VMware, Active Directory, Virtualization, ITIL, Data Center, Windows Server, Storage, Servers, Microsoft Exchange, Technical Support, Windows, Networking, Infrastructure, System Deployment, SAN, Information Technology
Education
University of Iowa 1989 — 1993
BBA, Finance
Bridget Killackey's JPMorgan Experience 2004 - 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
Allied Capital 2008 - 2010
JPMorgan 2004 - 2008
Skills
Investment Banking
Education
University of Illinois at Urbana-Champaign
Finance and Information Decision Sciences
Allied Capital 2008 - 2010
JPMorgan 2004 - 2008
Skills
Investment Banking
Education
University of Illinois at Urbana-Champaign
Finance and Information Decision Sciences
Tia Bolden, Esq.'s JPMorgan Experience August 2000 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
JPMorgan August 2000 - Present
Delaware Department of Justice November 1998 - August 2000
Education
Wilmington University 2000 — 2002
M.B.A., Business
Widener University School of Law 1994 — 1998
J.D., Law
University of Delaware 1989 — 1993
B.A., Criminal Justice & Political Science
JPMorgan August 2000 - Present
Delaware Department of Justice November 1998 - August 2000
Education
Wilmington University 2000 — 2002
M.B.A., Business
Widener University School of Law 1994 — 1998
J.D., Law
University of Delaware 1989 — 1993
B.A., Criminal Justice & Political Science
Theresa Law's JPMorgan Experience June 1999 - October 2006
Job Vice President at The Bank of New York
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
JPMorgan June 1999 - October 2006
Skills
Corporate Finance, Fundraising, Internal Controls, Economic Development, Accounting, Management, Bonds, Equities, Financial Advisory, Asset Management, Financial Analysis, Customer Service, Strategic Planning, Public Finance, Banking, Portfolio Management, Loans, Public Speaking, New Business Development, Team Building, Nonprofits, Commercial Banking, Contract Negotiation, Government, Financial Reporting, Microsoft Word, Microsoft Office, Account Management, Investments, Microsoft Excel
Education
University of Colorado at Colorado Springs
BNY Mellon October 2006 - Present
JPMorgan June 1999 - October 2006
Skills
Corporate Finance, Fundraising, Internal Controls, Economic Development, Accounting, Management, Bonds, Equities, Financial Advisory, Asset Management, Financial Analysis, Customer Service, Strategic Planning, Public Finance, Banking, Portfolio Management, Loans, Public Speaking, New Business Development, Team Building, Nonprofits, Commercial Banking, Contract Negotiation, Government, Financial Reporting, Microsoft Word, Microsoft Office, Account Management, Investments, Microsoft Excel
Education
University of Colorado at Colorado Springs
Rob Louv's JPMorgan Experience August 1997 - May 2004
Job Managing Director & CoHead of Technology Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
ArchPoint Partners June 2008 - 2014
Montgomery & Co., LLC May 2004 - June 2008
JPMorgan August 1997 - May 2004
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
University of Florida 1987 — 1991
Bachelor of Science Business Administration, Finance
Houlihan Lokey 2014 - Present
ArchPoint Partners June 2008 - 2014
Montgomery & Co., LLC May 2004 - June 2008
JPMorgan August 1997 - May 2004
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
University of Florida 1987 — 1991
Bachelor of Science Business Administration, Finance
Charles Brooke's JPMorgan Experience 2005 - 2014
Job Director at Citibank
Industry Banking
Experience
Citibank August 2014 - Present
JPMorgan 2005 - 2014
Cazenove 1995 - 2005
Skills
Equities, Emerging Markets, Capital Markets, Derivatives, Investments, Alternative Investments, Valuation, Fixed Income, Financial Markets, Investment Banking, Hedge Funds, Bloomberg
Education
University of Exeter 1991 — 1994
Harrow School 1985 — 1990
Citibank August 2014 - Present
JPMorgan 2005 - 2014
Cazenove 1995 - 2005
Skills
Equities, Emerging Markets, Capital Markets, Derivatives, Investments, Alternative Investments, Valuation, Fixed Income, Financial Markets, Investment Banking, Hedge Funds, Bloomberg
Education
University of Exeter 1991 — 1994
Harrow School 1985 — 1990
Keith Al-Chokhachy's JPMorgan Experience 2001 - 2008
Job Trust Officer / Assistant Vice President / Bank of America / US Trust
Industry Financial Services
Experience
U.S. Trust February 2015 - Present
n/a June 2010 - Present
Wilmington Trust October 2013 - February 2015
PNC Investments September 2011 - October 2013
JPMorgan 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities
Education
University of Delaware 2008 — 2009
Certificate, Certified Financial Planner(tm)
Wilmington University 2002 — 2006
Bachelor, Business Management
U.S. Trust February 2015 - Present
n/a June 2010 - Present
Wilmington Trust October 2013 - February 2015
PNC Investments September 2011 - October 2013
JPMorgan 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities
Education
University of Delaware 2008 — 2009
Certificate, Certified Financial Planner(tm)
Wilmington University 2002 — 2006
Bachelor, Business Management
Jason Laskowski's JPMorgan Experience
Job Associate at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Skills
Investment Banking, Business Analysis, Corporate Actions
Education
University of Delaware
JPMorgan
Skills
Investment Banking, Business Analysis, Corporate Actions
Education
University of Delaware
Constantin Livanov's JPMorgan Experience May 2010 - Present
Job Credit Portfolio Group Trading Assistant (Associate)
Industry Investment Banking
Experience
JPMorgan May 2010 - Present
JPMorgan June 2009 - April 2010
JPMorgan Chase September 2008 - May 2009
JPMorgan Chase January 2007 - August 2008
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.A., Finance
JPMorgan May 2010 - Present
JPMorgan June 2009 - April 2010
JPMorgan Chase September 2008 - May 2009
JPMorgan Chase January 2007 - August 2008
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.A., Finance
Jason Lenzini, CFA's JPMorgan Experience August 2010 - March 2012
Job Investment Analyst at Radian
Industry Financial Services
Experience
Radian March 2012 - Present
JPMorgan August 2010 - March 2012
JPMorgan Chase August 2007 - August 2010
JPMorgan Chase June 2005 - August 2007
Skills
Fixed Income
Education
University of Delaware 2001 — 2005
Bachelor of Science, Finance
Radian March 2012 - Present
JPMorgan August 2010 - March 2012
JPMorgan Chase August 2007 - August 2010
JPMorgan Chase June 2005 - August 2007
Skills
Fixed Income
Education
University of Delaware 2001 — 2005
Bachelor of Science, Finance
Heather Boleyn's JPMorgan Experience January 2011 - Present
Job Private Banking Mortgage Underwriting Supervisor at JPMorgan Chase
Industry Banking
Experience
JPMorgan January 2011 - Present
JPMorgan October 2009 - January 2011
J.P. Morgan January 2007 - October 2009
J.P. Morgan March 2005 - January 2007
Skills
Credit Analysis, Credit, Underwriting, Mortgage Underwriting, Loans, Credit Risk, Portfolio Management, Loan Origination, Financial Risk, Mortgage Lending, Banking, Capital Markets
Education
The University of Connecticut
Bachelor of Science in Business Administration
JPMorgan January 2011 - Present
JPMorgan October 2009 - January 2011
J.P. Morgan January 2007 - October 2009
J.P. Morgan March 2005 - January 2007
Skills
Credit Analysis, Credit, Underwriting, Mortgage Underwriting, Loans, Credit Risk, Portfolio Management, Loan Origination, Financial Risk, Mortgage Lending, Banking, Capital Markets
Education
The University of Connecticut
Bachelor of Science in Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS