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
Fernando Rivas Fernando Rivas's JPMorgan Experience December 2010 - Present
Job Head NA FIG, Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan December 2010 - Present
Education
University of Pennsylvania 1992 — 1995
Bachelor of Science (BS), Psychology
JPMorgan December 2010 - Present
Education
University of Pennsylvania 1992 — 1995
Bachelor of Science (BS), Psychology
Shiv Hira Shiv Hira's JPMorgan Experience April 2007 - July 2009
Job Director Pricing & Promotion Strategy at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable May 2012 - Present
E-Commerce Startup January 2012 - April 2012
Canaan Partners June 2010 - December 2010
New York Angels June 2010 - August 2010
JPMorgan April 2007 - July 2009
J.P. Morgan September 2005 - March 2007
Skills
Venture Capital, Strategy, Business Strategy, Due Diligence, Financial Analysis, Digital Media, Financial Modeling, Analytics, Mergers, Business Development, Growth Strategies, Pricing Strategy, Business Analysis, New Business Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
M.B.A, Specialties in Entrepreneurship & Innovation and Venture Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
B.B.A, Accounting & Operations Management
Time Warner Cable May 2012 - Present
E-Commerce Startup January 2012 - April 2012
Canaan Partners June 2010 - December 2010
New York Angels June 2010 - August 2010
JPMorgan April 2007 - July 2009
J.P. Morgan September 2005 - March 2007
Skills
Venture Capital, Strategy, Business Strategy, Due Diligence, Financial Analysis, Digital Media, Financial Modeling, Analytics, Mergers, Business Development, Growth Strategies, Pricing Strategy, Business Analysis, New Business Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
M.B.A, Specialties in Entrepreneurship & Innovation and Venture Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
B.B.A, Accounting & Operations Management
Michael Iver Michael Iver's JPMorgan Experience 1989 - 2000
Job VP Business Analyst, Product Manager, DoddFrank
Industry Capital Markets
Experience
The Finlay Group March 2014 - Present
iVerit Inc. iver2@hotmail.com and +1.914.874.4531 June 2009 - March 2014
Bloomberg January 2007 - June 2009
Numerix 2001 - 2005
JPMorgan 1989 - 2000
Goldman Sachs April 1985 - August 1987
KPMG Peat Marwick July 1982 - April 1985
http://www.theinnatstonecliffe.com/ 1981 - 1981
Skills
Equity Derivatives, Credit Derivatives, Exotic Derivatives, Structured Notes, Risk Management, Business Analysis, Interest Rate Swaps, Fixed Income, Structured Products, Fixed Income Portfolio..., Derivatives, Hedge Accounting, Bloomberg, Capital Markets, Options, Interest Rate..., Portfolio Management, Swaps, Market Risk, Bloomberg Terminal, CDS, Quantitative Finance, Mobile Design, Mobile Applications, Financial Modeling, Market Data, Securities, Electronic Trading, Structured Finance, Financial Risk, Equities
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance & Accounting
Scarsdale High School 1974 — 1978
The Finlay Group March 2014 - Present
iVerit Inc. iver2@hotmail.com and +1.914.874.4531 June 2009 - March 2014
Bloomberg January 2007 - June 2009
Numerix 2001 - 2005
JPMorgan 1989 - 2000
Goldman Sachs April 1985 - August 1987
KPMG Peat Marwick July 1982 - April 1985
http://www.theinnatstonecliffe.com/ 1981 - 1981
Skills
Equity Derivatives, Credit Derivatives, Exotic Derivatives, Structured Notes, Risk Management, Business Analysis, Interest Rate Swaps, Fixed Income, Structured Products, Fixed Income Portfolio..., Derivatives, Hedge Accounting, Bloomberg, Capital Markets, Options, Interest Rate..., Portfolio Management, Swaps, Market Risk, Bloomberg Terminal, CDS, Quantitative Finance, Mobile Design, Mobile Applications, Financial Modeling, Market Data, Securities, Electronic Trading, Structured Finance, Financial Risk, Equities
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance & Accounting
Scarsdale High School 1974 — 1978
Nicholas Citrin Nicholas Citrin's JPMorgan Experience 2006 - 2006
Job Managing Partner at 8C Partners
Industry Financial Services
Experience
8C Partners October 2014 - Present
NICO Properties 2011 - Present
Wedbush Securities 2012 - September 2014
EE Fin January 2012 - October 2012
Valo Group July 2010 - October 2010
Barclays Capital July 2007 - June 2010
Lehman Brothers 2007 - 2010
JPMorgan 2006 - 2006
GMAC May 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Equities, Investments, Portfolio Management, Financial Analysis, Finance, Trading, Equity Research, Analysis, Securities, Financial Structuring, Credit, LBO, Corporate Finance, Derivatives, Alternative Investments, Financial Markets, FX Options, Venture Capital, IPO, Economics, Structured Finance, Market Analysis, Hedge Funds, Hedging, Bloomberg, Investment Banking, Corporate Development, M&A experience, Due Diligence, Emerging Markets, Leveraged Finance, Project Finance, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2003 — 2007
Bachelors, Economics
MICDS 1999 — 2003
8C Partners October 2014 - Present
NICO Properties 2011 - Present
Wedbush Securities 2012 - September 2014
EE Fin January 2012 - October 2012
Valo Group July 2010 - October 2010
Barclays Capital July 2007 - June 2010
Lehman Brothers 2007 - 2010
JPMorgan 2006 - 2006
GMAC May 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Equities, Investments, Portfolio Management, Financial Analysis, Finance, Trading, Equity Research, Analysis, Securities, Financial Structuring, Credit, LBO, Corporate Finance, Derivatives, Alternative Investments, Financial Markets, FX Options, Venture Capital, IPO, Economics, Structured Finance, Market Analysis, Hedge Funds, Hedging, Bloomberg, Investment Banking, Corporate Development, M&A experience, Due Diligence, Emerging Markets, Leveraged Finance, Project Finance, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2003 — 2007
Bachelors, Economics
MICDS 1999 — 2003
John Raetz John Raetz's JPMorgan Experience February 2007 - May 2014
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
JPMorgan February 2007 - May 2014
Ameriprise Financial Services, Inc. November 2004 - February 2007
Skills
Investments, Finance, Equities, Asset Allocation, Fixed Income, Securities, Wealth Transfer, Portfolio Construction, Portfolio Analysis, Wealth Planning
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science
Wells Fargo Advisors May 2014 - Present
JPMorgan February 2007 - May 2014
Ameriprise Financial Services, Inc. November 2004 - February 2007
Skills
Investments, Finance, Equities, Asset Allocation, Fixed Income, Securities, Wealth Transfer, Portfolio Construction, Portfolio Analysis, Wealth Planning
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science
Celesta Kemerer Celesta Kemerer's JPMorgan Experience August 2004 - December 2006
Job Senior Manager Space Planning at The Home Depot
Industry Retail
Experience
The Home Depot April 2014 - Present
The Home Depot May 2012 - April 2014
HSN May 2010 - April 2012
HSN August 2009 - May 2010
Coach, Inc. December 2006 - August 2009
JPMorgan Asset Management 2004 - 2007
JPMorgan August 2004 - December 2006
JPMorgan Chase 2004 - 2006
Skills
Forecasting, Competitive Analysis, Financial Modeling, Financial Analysis, Retail, Pricing, Cross-functional Team..., Merchandising, Process Improvement, Strategic Financial..., Analytics, Finance, Analysis, Microsoft Excel, Inventory Management, Data Analysis, Sales, Tableau, Space Planning, Retail Space..., Product Assortment...
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA, Finance and Accounting
University of Michigan 2000 — 2004
Bachelor of Business Administration, Finance and Accounting
The Home Depot April 2014 - Present
The Home Depot May 2012 - April 2014
HSN May 2010 - April 2012
HSN August 2009 - May 2010
Coach, Inc. December 2006 - August 2009
JPMorgan Asset Management 2004 - 2007
JPMorgan August 2004 - December 2006
JPMorgan Chase 2004 - 2006
Skills
Forecasting, Competitive Analysis, Financial Modeling, Financial Analysis, Retail, Pricing, Cross-functional Team..., Merchandising, Process Improvement, Strategic Financial..., Analytics, Finance, Analysis, Microsoft Excel, Inventory Management, Data Analysis, Sales, Tableau, Space Planning, Retail Space..., Product Assortment...
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA, Finance and Accounting
University of Michigan 2000 — 2004
Bachelor of Business Administration, Finance and Accounting
Kevin A. Donovan Kevin A. Donovan's JPMorgan Experience 2004 - 2008
Job Conributor at Seeking Alpha
Industry Writing and Editing
Experience
Seeking Alpha August 2014 - Present
istockanalyst.com January 2012 - Present
The Donovan Report December 2008 - Present
JPMorgan Securities 2004 - 2008
JP MORGAN SECURITIES 2004 - 2008
JPMorgan 2004 - 2008
Lehman Brothers 2001 - 2004
Dow Jones Newswires September 1986 - September 1992
Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Economics
University of Oklahoma 1969 — 1973
BA, English
Seeking Alpha August 2014 - Present
istockanalyst.com January 2012 - Present
The Donovan Report December 2008 - Present
JPMorgan Securities 2004 - 2008
JP MORGAN SECURITIES 2004 - 2008
JPMorgan 2004 - 2008
Lehman Brothers 2001 - 2004
Dow Jones Newswires September 1986 - September 1992
Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Economics
University of Oklahoma 1969 — 1973
BA, English
Mary Therese Krall Pilling Mary Therese Krall Pilling's JPMorgan Experience 2007 - 2009
Job IT Business Management Retired
Industry Information Technology and Services
Experience
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Olivia John Olivia John's JPMorgan Experience June 2005 - August 2005
Job Blackstone Real Estate Principal
Industry Real Estate
Experience
The Blackstone Group 2007 - Present
McKinsey & Company June 2006 - August 2006
JPMorgan June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics
The Blackstone Group 2007 - Present
McKinsey & Company June 2006 - August 2006
JPMorgan June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics
Alan Sterne Alan Sterne's JPMorgan Experience June 1988 - September 2006
Job Senior IT & Business Leader
Industry Information Technology and Services
Experience
Vancity January 2012 - February 2014
ICBC July 2010 - January 2012
Accenture September 2008 - July 2010
HSBC August 2007 - September 2008
Lloyds TSB November 2006 - January 2007
JPMorgan June 1988 - September 2006
Skills
SDLC, PMO, Program Management, Business Analysis, Business Process, Project Management, Change Management, IT Strategy, Integration, PMP, Project Delivery, Business Intelligence, Leadership, Process Improvement, Requirements Analysis, Vendor Management, Strategy, Requirements Gathering, Management, Business Transformation, Business Process..., Software Development, Governance, Enterprise Architecture, Software Project..., Data Warehousing, Quality Assurance, CRM, Banking, Strategic Planning, Outsourcing, Business Requirements, IT Management, Business Process..., Risk Management, Solution Architecture, Project Portfolio..., Management Consulting, Six Sigma, Executive Management, Software Development..., Stakeholder Management, Mentoring, Program Development
Education
University of Oxford
BA, MA, Chemistry
University of Sussex
M.Phil, Chemistry
Vancity January 2012 - February 2014
ICBC July 2010 - January 2012
Accenture September 2008 - July 2010
HSBC August 2007 - September 2008
Lloyds TSB November 2006 - January 2007
JPMorgan June 1988 - September 2006
Skills
SDLC, PMO, Program Management, Business Analysis, Business Process, Project Management, Change Management, IT Strategy, Integration, PMP, Project Delivery, Business Intelligence, Leadership, Process Improvement, Requirements Analysis, Vendor Management, Strategy, Requirements Gathering, Management, Business Transformation, Business Process..., Software Development, Governance, Enterprise Architecture, Software Project..., Data Warehousing, Quality Assurance, CRM, Banking, Strategic Planning, Outsourcing, Business Requirements, IT Management, Business Process..., Risk Management, Solution Architecture, Project Portfolio..., Management Consulting, Six Sigma, Executive Management, Software Development..., Stakeholder Management, Mentoring, Program Development
Education
University of Oxford
BA, MA, Chemistry
University of Sussex
M.Phil, Chemistry
Kamal Pallan Kamal Pallan's JPMorgan Experience February 2005 - March 2011
Job Chief Operating Officer at Kuramo Capital Management, LLC
Industry Financial Services
Experience
Kuramo Capital Management 2011 - Present
JPMorgan February 2005 - March 2011
McKinsey & Company September 2001 - January 2005
GE Capital September 1997 - June 1999
IFC - International Finance Corporation September 1995 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Strategic Management and Information Systems
University of Pennsylvania 1991 — 1995
BSE, Chemical Engineering
Kuramo Capital Management 2011 - Present
JPMorgan February 2005 - March 2011
McKinsey & Company September 2001 - January 2005
GE Capital September 1997 - June 1999
IFC - International Finance Corporation September 1995 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Strategic Management and Information Systems
University of Pennsylvania 1991 — 1995
BSE, Chemical Engineering
Stephen Baird, CFP®, CIMA® Stephen Baird, CFP®, CIMA®'s JPMorgan Experience September 2009 - May 2012
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 2012 - Present
JPMorgan September 2009 - May 2012
UBS 2003 - 2009
UBS 2003 - 2009
SunTrust Bank 1998 - 2001
Skills
Wealth Management, Asset Management, Asset Allocation, High Net Worth..., Series 7, Portfolio Management, Equities, Alternative Investments, Corporate Finance, Private Equity, Commercial Banking, Real Estate Financing, Banking, Capital Markets, Investment Management, Financial Services, Finance, Estate Planning, Investments
Education
University of Tennessee-Knoxville 1992 — 1996
BA
University of Pennsylvania - The Wharton School
CIMA
Citi Private Bank May 2012 - Present
JPMorgan September 2009 - May 2012
UBS 2003 - 2009
UBS 2003 - 2009
SunTrust Bank 1998 - 2001
Skills
Wealth Management, Asset Management, Asset Allocation, High Net Worth..., Series 7, Portfolio Management, Equities, Alternative Investments, Corporate Finance, Private Equity, Commercial Banking, Real Estate Financing, Banking, Capital Markets, Investment Management, Financial Services, Finance, Estate Planning, Investments
Education
University of Tennessee-Knoxville 1992 — 1996
BA
University of Pennsylvania - The Wharton School
CIMA
Sam Holliday's JPMorgan Experience June 2008 - August 2008
Job Healthcare Technology Executive with Provider, Payer & Pharma Experience
Industry Information Technology and Services
Experience
Everyday Health Inc. August 2015 - Present
Everyday Health Inc. June 2014 - Present
Everyday Health December 2013 - June 2014
HIMSS June 2013 - December 2013
Greenway Medical Technologies April 2013 - December 2013
Greenway Medical Technologies March 2012 - April 2013
JP Morgan June 2009 - March 2012
JPMorgan June 2008 - August 2008
Accenture July 2001 - July 2007
Skills
Healthcare Information..., Strategy, Pharmaceutical Industry, Informatics, Healthcare, Financial Modeling, Strategic Planning, Management Consulting, Market Research, EHR, Program Management, Valuation, Healthcare Industry, Leadership, EMR, Due Diligence, Consulting, Corporate Development, Investment Banking, CRO, Clinical Research, Project Portfolio..., Mergers & Acquisitions, Healthcare Management, Healthcare Consulting, Corporate Finance, IPO, M&A experience, Software Implementation, Medical Technology, Product Development, Quality Measures, Patient-Centered..., Accountable Care, Medication Adherence, Patient Education, Care Coordination, Healthcare IT, Process Consulting, Pharmaceuticals, Pharmaceutical..., Healthcare Technology, M&A due diligence, Contract Manufacturing, Product Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Healthcare Management, Finance
University of Pennsylvania 1997 — 2001
BSE, Chemical Engineering
Moorestown High School 1993 — 1997
Everyday Health Inc. August 2015 - Present
Everyday Health Inc. June 2014 - Present
Everyday Health December 2013 - June 2014
HIMSS June 2013 - December 2013
Greenway Medical Technologies April 2013 - December 2013
Greenway Medical Technologies March 2012 - April 2013
JP Morgan June 2009 - March 2012
JPMorgan June 2008 - August 2008
Accenture July 2001 - July 2007
Skills
Healthcare Information..., Strategy, Pharmaceutical Industry, Informatics, Healthcare, Financial Modeling, Strategic Planning, Management Consulting, Market Research, EHR, Program Management, Valuation, Healthcare Industry, Leadership, EMR, Due Diligence, Consulting, Corporate Development, Investment Banking, CRO, Clinical Research, Project Portfolio..., Mergers & Acquisitions, Healthcare Management, Healthcare Consulting, Corporate Finance, IPO, M&A experience, Software Implementation, Medical Technology, Product Development, Quality Measures, Patient-Centered..., Accountable Care, Medication Adherence, Patient Education, Care Coordination, Healthcare IT, Process Consulting, Pharmaceuticals, Pharmaceutical..., Healthcare Technology, M&A due diligence, Contract Manufacturing, Product Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Healthcare Management, Finance
University of Pennsylvania 1997 — 2001
BSE, Chemical Engineering
Moorestown High School 1993 — 1997
Justin Erkfritz-Gay Justin Erkfritz-Gay's JPMorgan Experience May 2006 - May 2008
Job Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank November 2010 - Present
JPMorgan May 2006 - May 2008
JPMorgan Chase 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Underwriting, Credit, Loans, Capital Markets, Cash Management, Investment Banking, Corporate Finance, Finance, Portfolio Management, Forecasting, Banking, Private Equity, Strategic Planning, Leadership, Accounting, Mergers, Relationship Management
Education
University of Michigan 2000 — 2004
B.A., Economics
University of Nebraska at Omaha 2009 — 2010
Masters, Accounting
Fifth Third Bank November 2010 - Present
JPMorgan May 2006 - May 2008
JPMorgan Chase 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Underwriting, Credit, Loans, Capital Markets, Cash Management, Investment Banking, Corporate Finance, Finance, Portfolio Management, Forecasting, Banking, Private Equity, Strategic Planning, Leadership, Accounting, Mergers, Relationship Management
Education
University of Michigan 2000 — 2004
B.A., Economics
University of Nebraska at Omaha 2009 — 2010
Masters, Accounting
Patrick O'Keefe Patrick O'Keefe's JPMorgan Experience July 2000 - October 2002
Job
Industry Venture Capital & Private Equity
Experience
Excellere Partners June 2007 - Present
HIG Capital October 2002 - June 2005
JPMorgan July 2000 - October 2002
Skills
Private Equity, Entrepreneurship, Mergers & Acquisitions, Valuation, Due Diligence, Mergers, Financial Modeling, Corporate Finance, LBO, Investments, Financial Analysis, Management, Corporate Development, Investment Banking, Strategy, Venture Capital, Business Valuation, Leveraged Finance, Divestitures
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Wake Forest University 1996 — 2000
Bachelor of Science (B.S.)
Excellere Partners June 2007 - Present
HIG Capital October 2002 - June 2005
JPMorgan July 2000 - October 2002
Skills
Private Equity, Entrepreneurship, Mergers & Acquisitions, Valuation, Due Diligence, Mergers, Financial Modeling, Corporate Finance, LBO, Investments, Financial Analysis, Management, Corporate Development, Investment Banking, Strategy, Venture Capital, Business Valuation, Leveraged Finance, Divestitures
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Wake Forest University 1996 — 2000
Bachelor of Science (B.S.)
Swapna (Putcha) Manne's JPMorgan Experience July 2003 - July 2006
Job Corporate Development & Strategy at MaxPoint
Industry Internet
Experience
MaxPoint February 2014 - Present
Lulu.com March 2011 - February 2014
The Walt Disney Company 2008 - March 2011
Sesame Workshop May 2007 - September 2007
New Profit Inc. June 2007 - August 2007
JPMorgan July 2003 - July 2006
North Carolina Department of State Treasurer 2002 - 2003
Skills
Corporate Development, Business Modeling, Strategic Partnerships, Business Strategy, Financial Modeling, Valuation, Strategy Development, Investment Banking, New Business Development, Business Planning, Strategy, Competitive Analysis, Analytics, Strategic Planning, SaaS, Leadership, Business Development, Executive Management, Contract Negotiation, Product Management, Entrepreneurship, Venture Capital
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration
MaxPoint February 2014 - Present
Lulu.com March 2011 - February 2014
The Walt Disney Company 2008 - March 2011
Sesame Workshop May 2007 - September 2007
New Profit Inc. June 2007 - August 2007
JPMorgan July 2003 - July 2006
North Carolina Department of State Treasurer 2002 - 2003
Skills
Corporate Development, Business Modeling, Strategic Partnerships, Business Strategy, Financial Modeling, Valuation, Strategy Development, Investment Banking, New Business Development, Business Planning, Strategy, Competitive Analysis, Analytics, Strategic Planning, SaaS, Leadership, Business Development, Executive Management, Contract Negotiation, Product Management, Entrepreneurship, Venture Capital
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration
Chris Paelke Chris Paelke's JPMorgan Experience June 2004 - August 2005
Job Director, FP&A
Industry Computer Software
Experience
RealPage August 2012 - Present
Blockbuster LLC (Dish Network Subsidiary) December 2007 - August 2012
Blockbuster August 2005 - December 2007
JPMorgan June 2004 - August 2005
Aurum April 2003 - June 2004
The Gleason Works February 2000 - February 2003
Lennox International August 1998 - February 2000
Skills
Cost Accounting, Capital Budgeting, Revenue Forecasting, Payback, IRR, Process Improvement, Budgets, Forecasting, Financial Modeling, Supply Chain, Managerial Finance, Logistics, Balanced Scorecard, Financial Statement..., Leadership, Strategic Planning, Manufacturing, Strategic Financial..., Analysis, Finance, Financial Planning, P&L
Education
University of North Texas 2012 — 2016
MBA, Strategic Management
University of North Texas 1995 — 1998
BBA, Finance
RealPage August 2012 - Present
Blockbuster LLC (Dish Network Subsidiary) December 2007 - August 2012
Blockbuster August 2005 - December 2007
JPMorgan June 2004 - August 2005
Aurum April 2003 - June 2004
The Gleason Works February 2000 - February 2003
Lennox International August 1998 - February 2000
Skills
Cost Accounting, Capital Budgeting, Revenue Forecasting, Payback, IRR, Process Improvement, Budgets, Forecasting, Financial Modeling, Supply Chain, Managerial Finance, Logistics, Balanced Scorecard, Financial Statement..., Leadership, Strategic Planning, Manufacturing, Strategic Financial..., Analysis, Finance, Financial Planning, P&L
Education
University of North Texas 2012 — 2016
MBA, Strategic Management
University of North Texas 1995 — 1998
BBA, Finance
Michael Trenk Michael Trenk's JPMorgan Experience January 2000 - May 2005
Job Chief Operating Officer at Alva Capital, LLC
Industry Financial Services
Experience
Alva Capital, LLC April 2010 - Present
Natixis Capital Markets May 2005 - February 2009
JPMorgan January 2000 - May 2005
RBS Greenwich Capital February 1994 - July 1999
Morgan Stanley November 1986 - January 1994
Metropolitan Life Insurance Company July 1982 - October 1986
Skills
Hedge Funds, Credit Derivatives, Asset Managment, Interest Rate..., Options, Financial Modeling, Risk Management, ALM, Pension Funds, Asset, Insurance, Programming, Derivatives, Asset Management, Structured Products, Trading, Equity Derivatives, Investments, Structured Finance, Financial Risk, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Securitization, Corporate Finance, Mutual Funds, Investment Management, Credit
Education
SYMMS ARPM
SYMMS ARPM
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Actuarial Science
University of Pennsylvania 1978 — 1982
BA, Mathematics
Society of Actuaries 1980 — 1985
Fellow (FSA), Life Insurance
Stuyvesant High School 1974 — 1978
Diploma
Alva Capital, LLC April 2010 - Present
Natixis Capital Markets May 2005 - February 2009
JPMorgan January 2000 - May 2005
RBS Greenwich Capital February 1994 - July 1999
Morgan Stanley November 1986 - January 1994
Metropolitan Life Insurance Company July 1982 - October 1986
Skills
Hedge Funds, Credit Derivatives, Asset Managment, Interest Rate..., Options, Financial Modeling, Risk Management, ALM, Pension Funds, Asset, Insurance, Programming, Derivatives, Asset Management, Structured Products, Trading, Equity Derivatives, Investments, Structured Finance, Financial Risk, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Securitization, Corporate Finance, Mutual Funds, Investment Management, Credit
Education
SYMMS ARPM
SYMMS ARPM
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Actuarial Science
University of Pennsylvania 1978 — 1982
BA, Mathematics
Society of Actuaries 1980 — 1985
Fellow (FSA), Life Insurance
Stuyvesant High School 1974 — 1978
Diploma
Lynn Coverdell Lynn Coverdell's JPMorgan Experience 2001 - 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Oakbrook Solutions March 2005 - March 2007
JPMorgan Chase 2001 - 2005
JPMorgan 2001 - 2005
JP Morgan Chase 2001 - 2005
Advisor Technology Services 1996 - 1998
Skills
Requirements Analysis, Relationship Management, Banking, Project Management, Securities, Business Requirements, Software Project..., Financial Services, Disaster Recovery, SDLC, Production Support, CRM, Business Analysis, Process Improvement, Quality Assurance, Software Documentation, COBOL, Portfolio Management, TSO, Vendor Management, CICS, Requirements Gathering, Mainframe, Visio
Education
University of Missouri-Saint Louis 1984 — 1984
Certificate, Business Writing
Manpower Business Training Institute 1967 — 1968
Cetificate, Information Technology Systems and Programming
Oakbrook Solutions March 2005 - March 2007
JPMorgan Chase 2001 - 2005
JPMorgan 2001 - 2005
JP Morgan Chase 2001 - 2005
Advisor Technology Services 1996 - 1998
Skills
Requirements Analysis, Relationship Management, Banking, Project Management, Securities, Business Requirements, Software Project..., Financial Services, Disaster Recovery, SDLC, Production Support, CRM, Business Analysis, Process Improvement, Quality Assurance, Software Documentation, COBOL, Portfolio Management, TSO, Vendor Management, CICS, Requirements Gathering, Mainframe, Visio
Education
University of Missouri-Saint Louis 1984 — 1984
Certificate, Business Writing
Manpower Business Training Institute 1967 — 1968
Cetificate, Information Technology Systems and Programming
Calabria, David's JPMorgan Experience August 1998 - November 2004
Job Vice President and Chief Accounting Officer at Avis Budget Group
Industry Leisure, Travel & Tourism
Experience
Avis Budget Group May 2014 - Present
Avis Budget Group November 2004 - May 2014
JPMorgan August 1998 - November 2004
PwC October 1996 - August 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Cash Management, Risk Management, Change Management, Forecasting, Business Strategy, Sarbanes-Oxley Act, Accounting, General Ledger, Treasury Management
Education
University of Notre Dame 1992 — 1996
Avis Budget Group May 2014 - Present
Avis Budget Group November 2004 - May 2014
JPMorgan August 1998 - November 2004
PwC October 1996 - August 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Cash Management, Risk Management, Change Management, Forecasting, Business Strategy, Sarbanes-Oxley Act, Accounting, General Ledger, Treasury Management
Education
University of Notre Dame 1992 — 1996
Ed Donner's JPMorgan Experience July 1997 - December 1999
Job Founder, CEO at untapt
Industry Internet
Experience
untapt October 2013 - Present
JPMorgan Chase May 2011 - March 2013
JPMorgan Chase January 2007 - May 2011
JPMorgan Chase July 2004 - December 2006
JPMorgan Chase October 2001 - June 2004
Cygnifi January 2000 - September 2001
JPMorgan July 1997 - December 1999
IBM August 1995 - June 1997
Education
University of Oxford 1992 — 1995
Physics
untapt October 2013 - Present
JPMorgan Chase May 2011 - March 2013
JPMorgan Chase January 2007 - May 2011
JPMorgan Chase July 2004 - December 2006
JPMorgan Chase October 2001 - June 2004
Cygnifi January 2000 - September 2001
JPMorgan July 1997 - December 1999
IBM August 1995 - June 1997
Education
University of Oxford 1992 — 1995
Physics
Nicole Stallings Nicole Stallings's JPMorgan Experience 2007 - 2008
Job Senior Policy Advisor at the City of Detroit
Industry Government Administration
Experience
Office of the Mayor, City of Detroit June 2015 - Present
Deloitte Consulting LLP August 2014 - May 2015
Deloitte Consulting LLP October 2012 - August 2014
Deloitte Consulting May 2011 - August 2011
Siebert Brandford Shank Co., LLC. August 2008 - May 2010
JPMorgan 2007 - 2008
Skills
Mergers & Acquisitions, Acquisition Integration, Strategic Consulting, Project Management, Business Strategy, Management, Business Transformation, Process Improvement, Operations Management, Strategic Planning, Finance, Risk Management, Project Planning, Strategy, Management Consulting, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), Marketing & Operations
University of Michigan 2003 — 2007
Bachelor of Arts, Organizational Studies, Sociology
Office of the Mayor, City of Detroit June 2015 - Present
Deloitte Consulting LLP August 2014 - May 2015
Deloitte Consulting LLP October 2012 - August 2014
Deloitte Consulting May 2011 - August 2011
Siebert Brandford Shank Co., LLC. August 2008 - May 2010
JPMorgan 2007 - 2008
Skills
Mergers & Acquisitions, Acquisition Integration, Strategic Consulting, Project Management, Business Strategy, Management, Business Transformation, Process Improvement, Operations Management, Strategic Planning, Finance, Risk Management, Project Planning, Strategy, Management Consulting, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), Marketing & Operations
University of Michigan 2003 — 2007
Bachelor of Arts, Organizational Studies, Sociology
Kim Colombi Kim Colombi's JPMorgan Experience February 2008 - March 2008
Job Founder and Principal at Kim Colombi Consulting
Industry Financial Services
Experience
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Shaina Dul's JPMorgan Experience April 2010 - September 2014
Job Merchandise Assistant at jcpenney
Industry Retail
Experience
jcpenney April 2014 - Present
JPMorgan April 2010 - September 2014
jcpenney April 2013 - April 2014
Saks Fifth Avenue June 2012 - April 2013
Anthropologie May 2011 - August 2011
Neiman Marcus September 2008 - April 2010
Education
University of North Texas 2008 — 2011
Fashion Merchandising, Business Foundations
jcpenney April 2014 - Present
JPMorgan April 2010 - September 2014
jcpenney April 2013 - April 2014
Saks Fifth Avenue June 2012 - April 2013
Anthropologie May 2011 - August 2011
Neiman Marcus September 2008 - April 2010
Education
University of North Texas 2008 — 2011
Fashion Merchandising, Business Foundations
Eric Klein Eric Klein's JPMorgan Experience 2007 - 2009
Job Vice President at Bridge Growth Partners, LLC
Industry Venture Capital & Private Equity
Experience
Bridge Growth Partners, LLC June 2014 - Present
American Securities May 2013 - August 2013
Vestar Capital Partners May 2010 - July 2012
Eos Partners June 2009 - May 2010
JPMorgan 2007 - 2009
Skills
Corporate Finance, Valuation, Venture Capital, Private Equity, Fixed Income, Hedge Funds, Business Valuation, Investment Banking, Emerging Markets, Derivatives, Mergers & Acquisitions, Start-ups, LBO, DCF, Financial Modeling, Financial Analysis, Capital Markets, Corporate Development, Strategy, Bloomberg, Alternative Investments, Competitive Analysis, Business Strategy, M&A experience, Leveraged Finance, Investments, Portfolio Management, Due Diligence, Equities
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Finance
Bridge Growth Partners, LLC June 2014 - Present
American Securities May 2013 - August 2013
Vestar Capital Partners May 2010 - July 2012
Eos Partners June 2009 - May 2010
JPMorgan 2007 - 2009
Skills
Corporate Finance, Valuation, Venture Capital, Private Equity, Fixed Income, Hedge Funds, Business Valuation, Investment Banking, Emerging Markets, Derivatives, Mergers & Acquisitions, Start-ups, LBO, DCF, Financial Modeling, Financial Analysis, Capital Markets, Corporate Development, Strategy, Bloomberg, Alternative Investments, Competitive Analysis, Business Strategy, M&A experience, Leveraged Finance, Investments, Portfolio Management, Due Diligence, Equities
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Finance
Robert A. Smith, Jr. Robert A. Smith, Jr.'s JPMorgan Experience July 1994 - January 2006
Job Managing Director at Syndicate Capital Group
Industry Investment Banking
Experience
Syndicate Capital Group, Inc. September 2009 - Present
JPMorgan July 1994 - January 2006
Chase Mahattan Bank 1994 - 1996
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS
Syndicate Capital Group, Inc. September 2009 - Present
JPMorgan July 1994 - January 2006
Chase Mahattan Bank 1994 - 1996
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS
Pamela Huttenberg Pamela Huttenberg's JPMorgan Experience 1987 - 1999
Job CEO Marinus Partners
Industry Information Technology and Services
Experience
Marinus Partners October 2009 - Present
Golden Seeds Fund LP August 2007 - Present
SummitQwest 2006 - 2007
JPMorgan Chase August 2000 - February 2005
Metropolitan Transportation Authority June 1999 - July 2000
JPMorgan 1987 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
Vassar College 1970 — 1974
AB, Economics
Marinus Partners October 2009 - Present
Golden Seeds Fund LP August 2007 - Present
SummitQwest 2006 - 2007
JPMorgan Chase August 2000 - February 2005
Metropolitan Transportation Authority June 1999 - July 2000
JPMorgan 1987 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
Vassar College 1970 — 1974
AB, Economics
Robert Ortega's JPMorgan Experience July 2000 - September 2006
Job Client Service Professional at JPMorgan Chase
Industry Investment Management
Experience
Neuberger Berman July 2010 - October 2010
JPMorgan Chase September 2006 - July 2008
JPMorgan July 2000 - September 2006
JPMorgan September 1999 - July 2000
JPMorgan April 1998 - September 1999
Skills
Portfolio Management, Financial Services, Investments, CRM, Fixed Income, Equities, Mutual Funds, Hedge Funds, Relationship Management, Cross-functional Team..., Asset Allocation, Management, Credit, Due Diligence, Investment Strategies, Sales, New Business Development, Finance
Education
University of Michigan-Dearborn
Bachelor's Degree
Neuberger Berman July 2010 - October 2010
JPMorgan Chase September 2006 - July 2008
JPMorgan July 2000 - September 2006
JPMorgan September 1999 - July 2000
JPMorgan April 1998 - September 1999
Skills
Portfolio Management, Financial Services, Investments, CRM, Fixed Income, Equities, Mutual Funds, Hedge Funds, Relationship Management, Cross-functional Team..., Asset Allocation, Management, Credit, Due Diligence, Investment Strategies, Sales, New Business Development, Finance
Education
University of Michigan-Dearborn
Bachelor's Degree
Joe Lillis Joe Lillis's JPMorgan Experience February 1995 - February 2009
Job SVP, Head of Portfolio Management and Chief Credit Officer of National Corporate Banking at U.S. Bank
Industry Banking
Experience
U.S. Bank May 2010 - Present
The Public Schools of the Tarrytowns, New York 1988 - Present
JPMorgan February 1995 - February 2009
Chemical Bank December 1993 - February 1995
Chemical Bank October 1989 - December 1993
Manufacturers Hanover Trust August 1983 - October 1989
Skills
Capital Markets, Investment Banking, Syndications, Financial Structuring, Leveraged Finance, Corporate Finance, Credit, Credit Analysis, Capital Structure, Credit Risk, LBO, Fixed Income, High Yield, Portfolio Management, Loans
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
University of Wisconsin-Madison
BS, Mathematics
U.S. Bank May 2010 - Present
The Public Schools of the Tarrytowns, New York 1988 - Present
JPMorgan February 1995 - February 2009
Chemical Bank December 1993 - February 1995
Chemical Bank October 1989 - December 1993
Manufacturers Hanover Trust August 1983 - October 1989
Skills
Capital Markets, Investment Banking, Syndications, Financial Structuring, Leveraged Finance, Corporate Finance, Credit, Credit Analysis, Capital Structure, Credit Risk, LBO, Fixed Income, High Yield, Portfolio Management, Loans
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
University of Wisconsin-Madison
BS, Mathematics
Janice Kierstead Janice Kierstead's JPMorgan Experience 1996 - 2001
Job Senior Business Analyst/Project Manager
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Credit Suisse 2014 - 2015
Credit Suisse 2014 - 2015
Barclays Capital July 2009 - September 2014
Capgemini Finacial Services Business Unit April 2007 - April 2009
Credit Suisse March 2002 - April 2007
JPMorgan 1996 - 2001
Skills
Fixed Income, Investment Banking, Credit, Prime Brokerage, Trading Systems, Vendor Management, Valuation, Business Analysis, Options, Collateral Management, Reference Data, Derivatives, SDLC, Trading, FX Options, Risk Management, Financial Services, Integration, Middle Office
Education
University of New Hampshire 1979 — 1983
BS, Computer Science
Credit Suisse October 2014 - Present
Credit Suisse 2014 - 2015
Credit Suisse 2014 - 2015
Barclays Capital July 2009 - September 2014
Capgemini Finacial Services Business Unit April 2007 - April 2009
Credit Suisse March 2002 - April 2007
JPMorgan 1996 - 2001
Skills
Fixed Income, Investment Banking, Credit, Prime Brokerage, Trading Systems, Vendor Management, Valuation, Business Analysis, Options, Collateral Management, Reference Data, Derivatives, SDLC, Trading, FX Options, Risk Management, Financial Services, Integration, Middle Office
Education
University of New Hampshire 1979 — 1983
BS, Computer Science
Rob Buller's JPMorgan Experience 1993 - 1995
Job Chief Executive Officer, Buller Group, LLC
Industry Defense & Space
Experience
Buller Group, LLC February 2002 - Present
Appiant Technologies September 2001 - February 2002
FLCG - FrontLine Capital/Confidant Inc. October 1999 - September 2001
KPMG Consulting June 1997 - October 1999
Market Street Telemedia January 1995 - June 1997
JPMorgan 1993 - 1995
Price Waterhouse Management Consultants 1990 - 1993
Virginia Lacrosse Club October 1989 - October 1989
Lacrosse Alumni - LinkedIn January 1989 - February 1989
Skills
Management, Program Management, Strategy, Consulting, Security, Leadership, Training, Strategic Planning, Start-ups, Government
Education
University of Pennsylvania 1986 — 1989
BA
st marys
Buller Group, LLC February 2002 - Present
Appiant Technologies September 2001 - February 2002
FLCG - FrontLine Capital/Confidant Inc. October 1999 - September 2001
KPMG Consulting June 1997 - October 1999
Market Street Telemedia January 1995 - June 1997
JPMorgan 1993 - 1995
Price Waterhouse Management Consultants 1990 - 1993
Virginia Lacrosse Club October 1989 - October 1989
Lacrosse Alumni - LinkedIn January 1989 - February 1989
Skills
Management, Program Management, Strategy, Consulting, Security, Leadership, Training, Strategic Planning, Start-ups, Government
Education
University of Pennsylvania 1986 — 1989
BA
st marys
Anne Marie Roderiques Anne Marie Roderiques's JPMorgan Experience June 2000 - April 2012
Job Director, Global Trade Product Management
Industry Logistics and Supply Chain
Experience
Livingston International April 2012 - Present
JPMorgan June 2000 - April 2012
Education
University of Virginia
MEd, Foundations of Education
University of Notre Dame
BA, Government & International Relations
Livingston International April 2012 - Present
JPMorgan June 2000 - April 2012
Education
University of Virginia
MEd, Foundations of Education
University of Notre Dame
BA, Government & International Relations
Keith Tarleton Keith Tarleton's JPMorgan Experience March 2015 - Present
Job VP of Hybrid Fund Accounting
Industry Investment Management
Experience
JPMorgan March 2015 - Present
Pomelo Capital 2012 - March 2015
Patriarch Partners 2011 - 2012
Ramius LLC 2007 - 2011
Bisys Private Equity 2006 - 2007
BioBased Economy Fund 2004 - 2006
Perseus-Soros BioPharmaceutical Fund 2001 - 2004
Barclays Capital Incorporated 2000 - 2001
Goldman Sachs 1996 - 2000
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Private Equity, Fund Accounting, Fixed Income, Equities, Bloomberg, Derivatives, Accounting, Structured Finance, Securities, Venture Capital, Mergers & Acquisitions, Capital Markets, Structured Products, Bonds, Valuation, Alternative Investments, Asset Management, Financial Modeling, Investment Banking, Investment Management, Fund Administration, Trading, Finance, Portfolio Management, Investments, Prime Brokerage, Options, Corporate Finance, Due Diligence, Financial Markets, Equity Derivatives, Investment Strategies, Equity Research, Mutual Funds, Swaps, Hedging, Middle Office, Investor Relations, FX Options, Emerging Markets, Equity Trading
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
William Paterson University of New Jersey 1987 — 1990
BA, Finance
Ridgewood High School
High School
JPMorgan March 2015 - Present
Pomelo Capital 2012 - March 2015
Patriarch Partners 2011 - 2012
Ramius LLC 2007 - 2011
Bisys Private Equity 2006 - 2007
BioBased Economy Fund 2004 - 2006
Perseus-Soros BioPharmaceutical Fund 2001 - 2004
Barclays Capital Incorporated 2000 - 2001
Goldman Sachs 1996 - 2000
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Private Equity, Fund Accounting, Fixed Income, Equities, Bloomberg, Derivatives, Accounting, Structured Finance, Securities, Venture Capital, Mergers & Acquisitions, Capital Markets, Structured Products, Bonds, Valuation, Alternative Investments, Asset Management, Financial Modeling, Investment Banking, Investment Management, Fund Administration, Trading, Finance, Portfolio Management, Investments, Prime Brokerage, Options, Corporate Finance, Due Diligence, Financial Markets, Equity Derivatives, Investment Strategies, Equity Research, Mutual Funds, Swaps, Hedging, Middle Office, Investor Relations, FX Options, Emerging Markets, Equity Trading
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
William Paterson University of New Jersey 1987 — 1990
BA, Finance
Ridgewood High School
High School
Robert J. Knapp Robert J. Knapp's JPMorgan Experience 2007 - 2009
Job Retired Family Private Portfolio Management
Industry Financial Services
Experience
Retired - RJK Consulting June 2011 - July 2015
Catholic Foreign Mission of America, Inc. 2009 - 2011
JPMorgan 2007 - 2009
J.P. Morgan 2007 - 2009
Grameen Foundation March 2007 - December 2007
Securitas March 2005 - December 2006
American Express Bank January 1999 - April 2004
Citibank Russia January 1970 - February 1999
Citibank January 1970 - January 1999
Citibank 1970 - 1999
Skills
Risk, Operational Risk, Portfolio Management, Operational Risk..., Capital Markets, Financial Modeling, Due Diligence, Strategic Planning, Strategic Financial..., Investment Banking, Mergers, Financial Services, Managerial Finance, Cash Management, Mergers & Acquisitions, Program Management, Business Analysis, Strategy, Budgets, Finance, Project Management, Management
Education
University of Miami 1967 — 1970
BBA, Transportation Management
University of Miami 1967 — 1970
B.B.A, Transportation Management
Highland Falls High School
Highland Falls High School
Highland Falls High School
Retired - RJK Consulting June 2011 - July 2015
Catholic Foreign Mission of America, Inc. 2009 - 2011
JPMorgan 2007 - 2009
J.P. Morgan 2007 - 2009
Grameen Foundation March 2007 - December 2007
Securitas March 2005 - December 2006
American Express Bank January 1999 - April 2004
Citibank Russia January 1970 - February 1999
Citibank January 1970 - January 1999
Citibank 1970 - 1999
Skills
Risk, Operational Risk, Portfolio Management, Operational Risk..., Capital Markets, Financial Modeling, Due Diligence, Strategic Planning, Strategic Financial..., Investment Banking, Mergers, Financial Services, Managerial Finance, Cash Management, Mergers & Acquisitions, Program Management, Business Analysis, Strategy, Budgets, Finance, Project Management, Management
Education
University of Miami 1967 — 1970
BBA, Transportation Management
University of Miami 1967 — 1970
B.B.A, Transportation Management
Highland Falls High School
Highland Falls High School
Highland Falls High School
Natalya Gromyko Natalya Gromyko's JPMorgan Experience March 1998 - July 2002
Job Senior Manager, Global Market Research, Multiple Sclerosis at Biogen Idec
Industry Pharmaceuticals
Experience
Biogen Idec April 2014 - Present
Vertex Pharmaceuticals January 2012 - November 2013
Merck October 2009 - December 2011
Merck September 2007 - October 2009
McKinsey & Company August 2004 - September 2007
JPMorgan March 1998 - July 2002
Skills
Immunology, Payments, Respiration, Vaccines, Neuroscience, Market Research, Strategy, Business Development, Medical Devices, Biopharmaceuticals, Management Consulting, Clinical Development, Infectious Diseases
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Strategy, Finance
Biogen Idec April 2014 - Present
Vertex Pharmaceuticals January 2012 - November 2013
Merck October 2009 - December 2011
Merck September 2007 - October 2009
McKinsey & Company August 2004 - September 2007
JPMorgan March 1998 - July 2002
Skills
Immunology, Payments, Respiration, Vaccines, Neuroscience, Market Research, Strategy, Business Development, Medical Devices, Biopharmaceuticals, Management Consulting, Clinical Development, Infectious Diseases
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Strategy, Finance
Katie Schottenstein Ullman Katie Schottenstein Ullman's JPMorgan Experience 2003 - 2005
Job Director at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors November 2013 - Present
Madison International Realty April 2010 - October 2013
Tishman Speyer July 2006 - March 2010
Hudson River Park Peers September 2006 - September 2009
Citigroup Equity Research April 2005 - July 2006
JPMorgan Asset Management June 2003 - April 2005
JPMorgan 2003 - 2005
Skills
Asset Management, Real Estate, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Alternative Investments, Disposition, Venture Capital, Financial Structuring, Finance, Investor Relations, Structured Finance
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science in Economics, Finance
University of Pennsylvania - The Wharton School 1999 — 2003
BSE, Finance and Real Estate
The Columbus Academy
Prudential Real Estate Investors November 2013 - Present
Madison International Realty April 2010 - October 2013
Tishman Speyer July 2006 - March 2010
Hudson River Park Peers September 2006 - September 2009
Citigroup Equity Research April 2005 - July 2006
JPMorgan Asset Management June 2003 - April 2005
JPMorgan 2003 - 2005
Skills
Asset Management, Real Estate, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Alternative Investments, Disposition, Venture Capital, Financial Structuring, Finance, Investor Relations, Structured Finance
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science in Economics, Finance
University of Pennsylvania - The Wharton School 1999 — 2003
BSE, Finance and Real Estate
The Columbus Academy
Deb Crouse, PMP Deb Crouse, PMP's JPMorgan Experience 2005 - Present
Job Vice President
Industry Financial Services
Experience
JPMorgan 2005 - Present
PMI CLG 2000 - 2013
Enron 2000 - 2003
Skills
Vendor Management, Project Portfolio..., Risk Management, Program Management, Project Management, PMP, Disaster Recovery, Integration, Process Improvement, ITIL, Communications..., Trading Systems, Project Manager..., Large Scale Change...
Education
University of Phoenix 2002 — 2004
Bachelor of Science, Business/eBusiness
JPMorgan 2005 - Present
PMI CLG 2000 - 2013
Enron 2000 - 2003
Skills
Vendor Management, Project Portfolio..., Risk Management, Program Management, Project Management, PMP, Disaster Recovery, Integration, Process Improvement, ITIL, Communications..., Trading Systems, Project Manager..., Large Scale Change...
Education
University of Phoenix 2002 — 2004
Bachelor of Science, Business/eBusiness
Joe Estes's JPMorgan Experience January 1999 - January 2005
Job Managing Director, CoHead of Technology Services Investment Banking
Industry Investment Banking
Experience
Raymond James February 2005 - Present
JPMorgan January 1999 - January 2005
Citigroup June 1985 - January 1999
Skills
Private Equity, Investment Banking, Finance, Investments, Venture Capital
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Vanderbilt University 1977 — 1981
BS, Economics, Business
Raymond James February 2005 - Present
JPMorgan January 1999 - January 2005
Citigroup June 1985 - January 1999
Skills
Private Equity, Investment Banking, Finance, Investments, Venture Capital
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Vanderbilt University 1977 — 1981
BS, Economics, Business
Jerry Wiley Jerry Wiley's JPMorgan Experience January 1999 - May 2008
Job Credit Approval Officer at JPMorganChase
Industry Banking
Experience
JPMorgan Chase December 2010 - Present
Regions Bank June 2008 - December 2010
JPMorgan January 1999 - May 2008
Bank One April 1996 - January 1999
Bank One September 1990 - April 1996
Skills
Private Banking, Risk Management, Commercial Banking, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Credit Analysis, Portfolio Management, Wealth Management, Financial Analysis, Risk, Credit Risk, Loan Origination, Compliance, Loan Structuring, Underwriting, Negotiation, Cash Flow, New Business Development, Middle Market, Law Firms, Real Estate
Education
University of North Texas 1986 — 1990
BBA, Business
JPMorgan Chase December 2010 - Present
Regions Bank June 2008 - December 2010
JPMorgan January 1999 - May 2008
Bank One April 1996 - January 1999
Bank One September 1990 - April 1996
Skills
Private Banking, Risk Management, Commercial Banking, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Credit Analysis, Portfolio Management, Wealth Management, Financial Analysis, Risk, Credit Risk, Loan Origination, Compliance, Loan Structuring, Underwriting, Negotiation, Cash Flow, New Business Development, Middle Market, Law Firms, Real Estate
Education
University of North Texas 1986 — 1990
BBA, Business
Nauzad Dustoor Nauzad Dustoor's JPMorgan Experience May 2005 - July 2005
Job Director of Strategy & Operations at BucketFeet
Industry Retail
Experience
BucketFeet February 2014 - Present
Coinstar/Redbox 2011 - 2013
Coinstar/Redbox 2010 - 2011
McKinsey & Company 2008 - 2010
Cambridge Associates 2006 - 2008
JPMorgan May 2005 - July 2005
Skills
Start-ups, Business Strategy, New Business Development, Product Development, Growth Strategies, Analytics, Entrepreneurship, Team Leadership, Strategic Partnerships, Business Analysis, Financial Modeling, CRM, Management, Retail, Business Modeling, Project Management, P&L Management, Consumer Products, Customer Acquisition, Business Development
Education
University of Michigan 2002 — 2005
B.A., Economics and Political Science
BucketFeet February 2014 - Present
Coinstar/Redbox 2011 - 2013
Coinstar/Redbox 2010 - 2011
McKinsey & Company 2008 - 2010
Cambridge Associates 2006 - 2008
JPMorgan May 2005 - July 2005
Skills
Start-ups, Business Strategy, New Business Development, Product Development, Growth Strategies, Analytics, Entrepreneurship, Team Leadership, Strategic Partnerships, Business Analysis, Financial Modeling, CRM, Management, Retail, Business Modeling, Project Management, P&L Management, Consumer Products, Customer Acquisition, Business Development
Education
University of Michigan 2002 — 2005
B.A., Economics and Political Science
Rose O'Neill Rose O'Neill's JPMorgan Experience January 1984 - June 2009
Job Team Coordinator at Business Credentialing Services
Industry Information Services
Experience
Business Credentialing Services October 2014 - Present
Business Credentialing Services January 2012 - October 2014
Business Credentialing Services January 2011 - December 2011
Business Credentialing Services December 2009 - December 2010
Business Credentialing Services April 2009 - November 2009
JPMorgan January 1984 - June 2009
SEMCOG September 1976 - January 1984
Skills
Analysis, Financial Analysis, PowerPoint, Customer Service, Event Planning, Banking, Microsoft Excel, Graphics, Public Speaking, Business Process..., Microsoft Word, Microsoft Office, Process Improvement, Insurance, Business Strategy, Strategic Planning, Auditing, Risk Management, Operations Management, Budgets, Team Building, Team Leadership, Project Planning, Program Management, Business Development, Competitive Analysis, Coaching, Business Analysis, Management Consulting
Education
University of Michigan 1972 — 1976
BA, Residential College, Geography major
SHS
Business Credentialing Services October 2014 - Present
Business Credentialing Services January 2012 - October 2014
Business Credentialing Services January 2011 - December 2011
Business Credentialing Services December 2009 - December 2010
Business Credentialing Services April 2009 - November 2009
JPMorgan January 1984 - June 2009
SEMCOG September 1976 - January 1984
Skills
Analysis, Financial Analysis, PowerPoint, Customer Service, Event Planning, Banking, Microsoft Excel, Graphics, Public Speaking, Business Process..., Microsoft Word, Microsoft Office, Process Improvement, Insurance, Business Strategy, Strategic Planning, Auditing, Risk Management, Operations Management, Budgets, Team Building, Team Leadership, Project Planning, Program Management, Business Development, Competitive Analysis, Coaching, Business Analysis, Management Consulting
Education
University of Michigan 1972 — 1976
BA, Residential College, Geography major
SHS
Chenkay Li Chenkay Li's JPMorgan Experience 2006 - 2008
Job Investment professional
Industry Venture Capital & Private Equity
Experience
Hamilton Lane 2014 - Present
Northwestern Mutual Capital 2012 - 2014
Chesapeake Partners 2011 - 2011
CITIC Securities 2011 - 2011
Relativity Capital 2008 - 2010
JPMorgan 2006 - 2008
Skills
Mezzanine, Mergers & Acquisitions, Fixed Income, Financial Modeling, LBO, Private Equity, Portfolio Management, Venture Capital, Valuation, Equities, Investment Banking, Private Placements, Due Diligence, Corporate Development, Special Situations, Value Investing
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Hamilton Lane 2014 - Present
Northwestern Mutual Capital 2012 - 2014
Chesapeake Partners 2011 - 2011
CITIC Securities 2011 - 2011
Relativity Capital 2008 - 2010
JPMorgan 2006 - 2008
Skills
Mezzanine, Mergers & Acquisitions, Fixed Income, Financial Modeling, LBO, Private Equity, Portfolio Management, Venture Capital, Valuation, Equities, Investment Banking, Private Placements, Due Diligence, Corporate Development, Special Situations, Value Investing
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Joe Grandis Joe Grandis's JPMorgan Experience August 2003 - June 2009
Job Senior Portfolio Strategist at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank August 2010 - Present
Capital Resource Management, Inc. (CRM) November 2009 - August 2010
JPMorgan August 2003 - June 2009
Scudder Investments August 2000 - August 2003
The CBE Group, Inc. November 1999 - June 2000
GMAC Mortgage May 1998 - October 1999
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Investment Management, Valuation, Capital Markets, Securities
Education
The University of Chicago 2006 — 2009
MBA, Finance, Accounting, and Econometrics
University of Northern Iowa 1995 — 1999
BA, Finance and Economics
BMO Private Bank August 2010 - Present
Capital Resource Management, Inc. (CRM) November 2009 - August 2010
JPMorgan August 2003 - June 2009
Scudder Investments August 2000 - August 2003
The CBE Group, Inc. November 1999 - June 2000
GMAC Mortgage May 1998 - October 1999
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Investment Management, Valuation, Capital Markets, Securities
Education
The University of Chicago 2006 — 2009
MBA, Finance, Accounting, and Econometrics
University of Northern Iowa 1995 — 1999
BA, Finance and Economics
Angus McDonald, CFA Angus McDonald, CFA's JPMorgan Experience 2001 - 2003
Job Senior Loan Officer at Live Oak Bank
Industry Banking
Experience
Live Oak Bank June 2015 - Present
Medalist Capital, Inc. April 2012 - June 2015
Tri Properties, Inc. June 2005 - April 2012
JPMorgan 2001 - 2003
Skills
Asset Management, Brokerage, Commercial Real Estate, Disposition, Due Diligence, Financial Advisory, Financial Modeling, Investments, Leases, Loans, Location Intelligence, Mergers, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
MS, Accounting
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Charlotte Latin
Live Oak Bank June 2015 - Present
Medalist Capital, Inc. April 2012 - June 2015
Tri Properties, Inc. June 2005 - April 2012
JPMorgan 2001 - 2003
Skills
Asset Management, Brokerage, Commercial Real Estate, Disposition, Due Diligence, Financial Advisory, Financial Modeling, Investments, Leases, Loans, Location Intelligence, Mergers, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
MS, Accounting
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Charlotte Latin
Daniel M. Pallone Daniel M. Pallone's JPMorgan Experience 1986 - 2006
Job Vice President at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies April 2015 - Present
Doral Bank 2013 - March 2015
Citigroup 2010 - 2013
MetLife 2008 - 2010
MFA Financial 2008 - 2008
Freddie Mac 2006 - 2008
JPMorgan 1986 - 2006
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Securities, Structured Products, Investment Banking, Equities, Valuation, Financial Risk, Portfolio Management, Market Risk, Financial Markets, Trading, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Bonds, Financial Services, Organizational..., Business Transformation, Investments, Due Diligence, Credit Risk, Strategic Financial..., Strategy, Private Equity, Credit, Loans, FX Options, Finance, Internal Controls, Corporate Finance, Analysis, Banking, Treasury, Asset Management, Mortgage Lending, Internal Audit, Governance, Accounting, Analytics, Business Strategy, Bloomberg, Financial Structuring, Structured Finance, Financial Planning, Financial Accounting
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
University of Notre Dame 1982 — 1986
BA, Accounting
SS&C Technologies April 2015 - Present
Doral Bank 2013 - March 2015
Citigroup 2010 - 2013
MetLife 2008 - 2010
MFA Financial 2008 - 2008
Freddie Mac 2006 - 2008
JPMorgan 1986 - 2006
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Securities, Structured Products, Investment Banking, Equities, Valuation, Financial Risk, Portfolio Management, Market Risk, Financial Markets, Trading, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Bonds, Financial Services, Organizational..., Business Transformation, Investments, Due Diligence, Credit Risk, Strategic Financial..., Strategy, Private Equity, Credit, Loans, FX Options, Finance, Internal Controls, Corporate Finance, Analysis, Banking, Treasury, Asset Management, Mortgage Lending, Internal Audit, Governance, Accounting, Analytics, Business Strategy, Bloomberg, Financial Structuring, Structured Finance, Financial Planning, Financial Accounting
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
University of Notre Dame 1982 — 1986
BA, Accounting
Matt Chlystek Matt Chlystek's JPMorgan Experience 2014 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan 2014 - Present
JPMorgan 2010 - 2014
JPMorgan 2006 - 2009
Bank of America 2003 - 2006
Accenture 1998 - 2001
Skills
Investment Banking
Education
University of Notre Dame
Bachelor of Science, Mechanical Engineering
Wharton School, University of Pennsylvania
MBA, Finance and Accounting
JPMorgan 2014 - Present
JPMorgan 2010 - 2014
JPMorgan 2006 - 2009
Bank of America 2003 - 2006
Accenture 1998 - 2001
Skills
Investment Banking
Education
University of Notre Dame
Bachelor of Science, Mechanical Engineering
Wharton School, University of Pennsylvania
MBA, Finance and Accounting
Jeffrey Kiley Jeffrey Kiley's JPMorgan Experience 2008 - July 2012
Job Senior Institutional Sales Executive at Fiserv Investment Services
Industry Capital Markets
Experience
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Tonnia Shearhart Tonnia Shearhart's JPMorgan Experience April 2011 - September 2014
Job Implementation Consultant, PMP
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan April 2011 - September 2014
JPMorgan January 2009 - April 2011
JPMorgan Chase October 2006 - May 2008
JPMorgan July 2001 - October 2006
UMB Bank December 1995 - June 2001
Skills
Management, Financial Services, Business Analysis, Mutual Funds, 401k, Investments, SDLC, Retirement, Project Management, Vendor Management
Education
University of Missouri-Kansas City 1992 — 1994
Business Administration
University of Missouri-Kansas City 1992 — 1994
Bachelor of Arts, Business Adminstration
EMPOWER Retirement September 2014 - Present
JPMorgan April 2011 - September 2014
JPMorgan January 2009 - April 2011
JPMorgan Chase October 2006 - May 2008
JPMorgan July 2001 - October 2006
UMB Bank December 1995 - June 2001
Skills
Management, Financial Services, Business Analysis, Mutual Funds, 401k, Investments, SDLC, Retirement, Project Management, Vendor Management
Education
University of Missouri-Kansas City 1992 — 1994
Business Administration
University of Missouri-Kansas City 1992 — 1994
Bachelor of Arts, Business Adminstration
Erik Friedman Erik Friedman's JPMorgan Experience 2008 - 2010
Job CoFounder and Managing Partner at GFG Alternative Investments
Industry Investment Management
Experience
GFG Alternative Investments February 2010 - Present
JPMorgan 2008 - 2010
Bear Stearns 2000 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
GFG Alternative Investments February 2010 - Present
JPMorgan 2008 - 2010
Bear Stearns 2000 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Ray Cheng Ray Cheng's JPMorgan Experience May 2008 - June 2008
Job Senior Associate at Millennium Technology Value Partners
Industry Financial Services
Experience
Millennium Technology Value Partners June 2012 - Present
Rho Ventures June 2009 - June 2012
Aviana Molecular Technologies, LLC 2009 - 2011
Wharton Small Business Development Center August 2007 - May 2009
Merrill Lynch June 2008 - August 2008
JPMorgan May 2008 - June 2008
BNP Paribas May 2007 - August 2007
Skills
Venture Capital, Financial Modeling, Valuation, Entrepreneurship, Business Strategy, Management Consulting, Investments, Due Diligence, Private Equity, Corporate Finance, Strategy, Start-ups, Financial Analysis, Executive Management
Education
University of Pennsylvania
BSc. BSE, Finance, Electrical Systems Engineering
Millennium Technology Value Partners June 2012 - Present
Rho Ventures June 2009 - June 2012
Aviana Molecular Technologies, LLC 2009 - 2011
Wharton Small Business Development Center August 2007 - May 2009
Merrill Lynch June 2008 - August 2008
JPMorgan May 2008 - June 2008
BNP Paribas May 2007 - August 2007
Skills
Venture Capital, Financial Modeling, Valuation, Entrepreneurship, Business Strategy, Management Consulting, Investments, Due Diligence, Private Equity, Corporate Finance, Strategy, Start-ups, Financial Analysis, Executive Management
Education
University of Pennsylvania
BSc. BSE, Finance, Electrical Systems Engineering
Steven Cruz's JPMorgan Experience February 2014 - Present
Job Investor Relations at JPMorgan
Industry Financial Services
Experience
JPMorgan February 2014 - Present
JPMorgan July 2013 - January 2014
Wells Capital Management November 2009 - April 2013
Evergreen Investments April 2005 - October 2009
Evergreen Investments July 2002 - April 2005
Skills
Investments, Mutual Funds, Asset Management, Financial Analysis, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Insurance, Management, Portfolio Management, Relationship Management, Risk Management, Securities, Wealth Management
Education
University of Phoenix 2006 — 2008
Bachelors, Global Business Management
JPMorgan February 2014 - Present
JPMorgan July 2013 - January 2014
Wells Capital Management November 2009 - April 2013
Evergreen Investments April 2005 - October 2009
Evergreen Investments July 2002 - April 2005
Skills
Investments, Mutual Funds, Asset Management, Financial Analysis, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Insurance, Management, Portfolio Management, Relationship Management, Risk Management, Securities, Wealth Management
Education
University of Phoenix 2006 — 2008
Bachelors, Global Business Management
Michael Tatro's JPMorgan Experience October 2005 - Present
Job Equity Derivatives Trader
Industry Investment Banking
Experience
JPMorgan October 2005 - Present
Skills
Equity Derivatives, Trading, Equities, Derivatives, Finance, Financial Modeling, Microsoft Excel, VBA, Video Games, Game Development, Game Programming, Optimization, 3D Graphics, C++, DirectX, Visual Studio, Photoshop, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Quantative Finance, Financial Instruments & Markets
University of Massachusetts - Amherst 1993 — 1997
B.S., Computer Science - 3D Graphics
JPMorgan October 2005 - Present
Skills
Equity Derivatives, Trading, Equities, Derivatives, Finance, Financial Modeling, Microsoft Excel, VBA, Video Games, Game Development, Game Programming, Optimization, 3D Graphics, C++, DirectX, Visual Studio, Photoshop, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Quantative Finance, Financial Instruments & Markets
University of Massachusetts - Amherst 1993 — 1997
B.S., Computer Science - 3D Graphics
Naiel Iqbal's JPMorgan Experience 2007 - 2011
Job Tiger Global Management
Industry Investment Management
Experience
Tiger Global Management 2014 - Present
NI Design / Naiel.com November 1999 - Present
Caxton HAWK, associated with Caxton Associates 2011 - 2014
JPMorgan 2007 - 2011
JPMorgan 2006 - 2007
Deutsche Bank June 2005 - August 2005
Cogent Partners June 2004 - August 2004
Skills
Equities, Trading, Fixed Income, Global Macro, Quantitative Analytics, FX Options, Portfolio Management, Quantitative Analysis, Emerging Markets, Python, VBA, C#, Commodity, Investment Banking, Bloomberg, Hedging
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Plano East Senior High 2000 — 2002
High School
Tiger Global Management 2014 - Present
NI Design / Naiel.com November 1999 - Present
Caxton HAWK, associated with Caxton Associates 2011 - 2014
JPMorgan 2007 - 2011
JPMorgan 2006 - 2007
Deutsche Bank June 2005 - August 2005
Cogent Partners June 2004 - August 2004
Skills
Equities, Trading, Fixed Income, Global Macro, Quantitative Analytics, FX Options, Portfolio Management, Quantitative Analysis, Emerging Markets, Python, VBA, C#, Commodity, Investment Banking, Bloomberg, Hedging
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Plano East Senior High 2000 — 2002
High School
Dan Cox's JPMorgan Experience March 2004 - January 2008
Job Director, M&A Communications at Jabil
Industry Marketing and Advertising
Experience
Jabil May 2015 - Present
Underwriters Laboratories January 2011 - May 2015
Greater Than LLC January 2008 - December 2010
JPMorgan March 2004 - January 2008
Prophecy Communications February 2001 - March 2004
Citigate Cunningham 1998 - 2001
Skills
Social Media Marketing, Marketing Strategy, Business Development, Copywriting, SEO, Media Relations, Web Design, Web Development, Web Marketing, Advertising, Consulting, Web Strategy, Marketing Communications, Marketing, Social Media, Public Relations, Online Advertising, Market Research, Corporate Social..., Integrated Marketing, Strategy, Strategic Communications, Program Management, Corporate Communications, B2B, Leadership, Digital Strategy, Entrepreneurship, Digital Marketing, Online Marketing
Education
University of North Carolina at Chapel Hill 1992 — 1996
B.A., Communications
Jabil May 2015 - Present
Underwriters Laboratories January 2011 - May 2015
Greater Than LLC January 2008 - December 2010
JPMorgan March 2004 - January 2008
Prophecy Communications February 2001 - March 2004
Citigate Cunningham 1998 - 2001
Skills
Social Media Marketing, Marketing Strategy, Business Development, Copywriting, SEO, Media Relations, Web Design, Web Development, Web Marketing, Advertising, Consulting, Web Strategy, Marketing Communications, Marketing, Social Media, Public Relations, Online Advertising, Market Research, Corporate Social..., Integrated Marketing, Strategy, Strategic Communications, Program Management, Corporate Communications, B2B, Leadership, Digital Strategy, Entrepreneurship, Digital Marketing, Online Marketing
Education
University of North Carolina at Chapel Hill 1992 — 1996
B.A., Communications
Elyssa (Lisa) Barbaro's JPMorgan Experience July 1984 - December 2002
Job Marketing Director at American International Group
Industry Marketing and Advertising
Experience
AIG March 2006 - Present
The Josselyn Group January 2003 - March 2006
JPMorgan July 1984 - December 2002
Skills
Segmentation, Marketing Strategy, Marketing Communications, Product Management, Marketing Management, Internal Communications, Product Marketing, New Product Development, Start-ups, Market Planning, Change Communication, Change Management, Banking, Insurance, International Marketing, Product Development, Strategy, Strategic Planning, Management, Financial Services, Leadership, Direct Marketing, Creative Direction, CRM, Analytics, Brand Development, Marketing Research, Digital Marketing, Investments, Lead Generation, Strategic Partnerships, Competitive Analysis, Mergers & Acquisitions, Marketing, Business Planning, Online Marketing, Email Marketing, Business Development, Integrated Marketing, Business Strategy, Market Research, Advertising, Online Advertising, Training, Brand Management
Education
University of Pennsylvania - The Wharton School
MBA
Vassar College
BA
AIG March 2006 - Present
The Josselyn Group January 2003 - March 2006
JPMorgan July 1984 - December 2002
Skills
Segmentation, Marketing Strategy, Marketing Communications, Product Management, Marketing Management, Internal Communications, Product Marketing, New Product Development, Start-ups, Market Planning, Change Communication, Change Management, Banking, Insurance, International Marketing, Product Development, Strategy, Strategic Planning, Management, Financial Services, Leadership, Direct Marketing, Creative Direction, CRM, Analytics, Brand Development, Marketing Research, Digital Marketing, Investments, Lead Generation, Strategic Partnerships, Competitive Analysis, Mergers & Acquisitions, Marketing, Business Planning, Online Marketing, Email Marketing, Business Development, Integrated Marketing, Business Strategy, Market Research, Advertising, Online Advertising, Training, Brand Management
Education
University of Pennsylvania - The Wharton School
MBA
Vassar College
BA
Chad Edwards's JPMorgan Experience June 1995 - August 1995
Job Finance Professional
Industry Financial Services
Experience
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Chauwei Yak's JPMorgan Experience November 2004 - March 2006
Job Founding Partner at GAO Advisors
Industry Investment Management
Experience
GAO Advisors July 2008 - Present
Ortelius Capital March 2006 - July 2008
JPMorgan November 2004 - March 2006
UBS Investment Bank July 2002 - October 2004
Education
University of Pennsylvania 1998 — 2002
BA/BS
Dunman High School
Victoria Junior College
GAO Advisors July 2008 - Present
Ortelius Capital March 2006 - July 2008
JPMorgan November 2004 - March 2006
UBS Investment Bank July 2002 - October 2004
Education
University of Pennsylvania 1998 — 2002
BA/BS
Dunman High School
Victoria Junior College
Jared Pitman's JPMorgan Experience September 2001 - May 2006
Job Global Markets / FX
Industry Investment Management
Experience
Royal Bank of Scotland 2014 - Present
Silva Capital Management, LLC July 2008 - 2013
Merrill Lynch, Global Markets June 2006 - April 2008
JPMorgan September 2001 - May 2006
JPMorgan Chase Bank, N.A. 2000 - 2006
Skills
Fixed Income, FX Options, Hedge Funds, Derivatives, Foreign Exchange, Commodity, Trading, Emerging Markets, Structured Products, Currency, Alternative Investments, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Finance & Management
Royal Bank of Scotland 2014 - Present
Silva Capital Management, LLC July 2008 - 2013
Merrill Lynch, Global Markets June 2006 - April 2008
JPMorgan September 2001 - May 2006
JPMorgan Chase Bank, N.A. 2000 - 2006
Skills
Fixed Income, FX Options, Hedge Funds, Derivatives, Foreign Exchange, Commodity, Trading, Emerging Markets, Structured Products, Currency, Alternative Investments, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Finance & Management
Don Huber's JPMorgan Experience 1981 - 2002
Job
Industry Investment Management
Experience
Franklin Templeton March 2002 - Present
JPMorgan 1981 - 2002
Skills
Equities, Management, Portfolio Management, Leadership, Banking, Mutual Funds, Asset Management, Investments
Education
University of Michigan 1977 — 1981
Franklin Templeton March 2002 - Present
JPMorgan 1981 - 2002
Skills
Equities, Management, Portfolio Management, Leadership, Banking, Mutual Funds, Asset Management, Investments
Education
University of Michigan 1977 — 1981
Luis. Carrillo's JPMorgan Experience 1998 - Present
Job Portfolio Manager at J. P. Morgan & Co.
Industry Banking
Experience
J. P. Morgan & Co. 2002 - Present
J.P. Morgan Asset Management 1998 - Present
JPMorgan 1998 - Present
JP Morgan Investment Management-Emerging Markets 1998 - Present
Skills
Capital Markets, Hedge Funds, Fixed Income, Equities, Valuation, Equity Research, Investment Banking, Emerging Markets, Derivatives, Bloomberg, Financial Markets, Alternative Investments, Financial Modeling, Corporate Finance, Asset Management, Investments, Private Equity, Portfolio Management, Financial Analysis, Trading, Financial Structuring, Structured Finance, Structured Products
Education
University of Pennsylvania 1996 — 1998
J. P. Morgan & Co. 2002 - Present
J.P. Morgan Asset Management 1998 - Present
JPMorgan 1998 - Present
JP Morgan Investment Management-Emerging Markets 1998 - Present
Skills
Capital Markets, Hedge Funds, Fixed Income, Equities, Valuation, Equity Research, Investment Banking, Emerging Markets, Derivatives, Bloomberg, Financial Markets, Alternative Investments, Financial Modeling, Corporate Finance, Asset Management, Investments, Private Equity, Portfolio Management, Financial Analysis, Trading, Financial Structuring, Structured Finance, Structured Products
Education
University of Pennsylvania 1996 — 1998
Joshua King's JPMorgan Experience 2001 - 2005
Job Investment Banker at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured July 2007 - Present
DTZ Rockwood 2006 - 2006
JPMorgan 2001 - 2005
Skills
Due Diligence, Financial Modeling, Private Equity, Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Eastdil Secured July 2007 - Present
DTZ Rockwood 2006 - 2006
JPMorgan 2001 - 2005
Skills
Due Diligence, Financial Modeling, Private Equity, Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Mohandas Nair's JPMorgan Experience January 2005 - June 2010
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - March 2015
JPMorgan Chase January 2005 - June 2010
JPMC/IB Tech - Credit Markets January 2005 - June 2010
JPMorganChase January 2005 - June 2010
JPMorgan January 2005 - June 2010
Nairs consulting 2007 - 2008
Evergreen Investments 1999 - 2005
Evergreen Investments 1999 - 2004
Salomon Brothers 1997 - 1998
Skills
Trading Systems, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Unix, Sybase, SQL, SDLC, Leadership, Infrastructure, Vendor Management, Financial Services, IT Strategy, Business Analysis
Education
University of Mumbai
Bank of America Merrill Lynch June 2010 - March 2015
JPMorgan Chase January 2005 - June 2010
JPMC/IB Tech - Credit Markets January 2005 - June 2010
JPMorganChase January 2005 - June 2010
JPMorgan January 2005 - June 2010
Nairs consulting 2007 - 2008
Evergreen Investments 1999 - 2005
Evergreen Investments 1999 - 2004
Salomon Brothers 1997 - 1998
Skills
Trading Systems, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Unix, Sybase, SQL, SDLC, Leadership, Infrastructure, Vendor Management, Financial Services, IT Strategy, Business Analysis
Education
University of Mumbai
Ayelet Rosen's JPMorgan Experience June 2005 - July 2008
Job Vice President at J.P. Morgan Securities LLC
Industry Investment Banking
Experience
J.P. Morgan Securities LLC February 2011 - Present
J.P. Morgan Securities Inc. July 2008 - February 2011
JPMorgan June 2005 - July 2008
Education
University of Pennsylvania 2000 — 2004
J.P. Morgan Securities LLC February 2011 - Present
J.P. Morgan Securities Inc. July 2008 - February 2011
JPMorgan June 2005 - July 2008
Education
University of Pennsylvania 2000 — 2004
Tyler Ray's JPMorgan Experience 2004 - 2007
Job Manager, Corporate Development & Treasury at Janus Capital Group. CFA
Industry Capital Markets
Experience
Janus Capital Group May 2010 - Present
Janus Capital Group May 2010 - September 2011
ING Investment Management February 2009 - January 2010
ING Investment Management January 2007 - January 2009
ING Investment Management January 2007 - February 2008
JPMorgan 2004 - 2007
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Biology
Janus Capital Group May 2010 - Present
Janus Capital Group May 2010 - September 2011
ING Investment Management February 2009 - January 2010
ING Investment Management January 2007 - January 2009
ING Investment Management January 2007 - February 2008
JPMorgan 2004 - 2007
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Biology
Leah Temple's JPMorgan Experience July 2008 - February 2012
Job Vice President at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase February 2012 - Present
JPMorgan July 2008 - February 2012
JPMorgan Chase October 2006 - July 2008
JPMorgan October 2006 - August 2007
Education
University of Wisconsin-Madison 2001 — 2003
Bachelor of Arts (B.A.), Statistics/History
University of Pennsylvania 1998 — 2001
JPMorgan Chase February 2012 - Present
JPMorgan July 2008 - February 2012
JPMorgan Chase October 2006 - July 2008
JPMorgan October 2006 - August 2007
Education
University of Wisconsin-Madison 2001 — 2003
Bachelor of Arts (B.A.), Statistics/History
University of Pennsylvania 1998 — 2001
James Babister's JPMorgan Experience September 1998 - August 2002
Job STIRT Trader at Bank of America
Industry Banking
Experience
Bank of America August 2002 - Present
JPMorgan September 1998 - August 2002
JP Morgan 1998 - 2002
JP Morgan 1998 - 2002
Skills
Fixed Income, Derivatives, Investment Banking, Risk Management, Trading, Trading Systems
Education
University of Nottingham 1994 — 1998
Bank of America August 2002 - Present
JPMorgan September 1998 - August 2002
JP Morgan 1998 - 2002
JP Morgan 1998 - 2002
Skills
Fixed Income, Derivatives, Investment Banking, Risk Management, Trading, Trading Systems
Education
University of Nottingham 1994 — 1998
Illana Feiglin's JPMorgan Experience 2003 - 2007
Job
Industry Nonprofit Organization Management
Experience
University of Michigan 2012 - Present
Yeshiva University 2009 - 2012
Alumni Association of the University of Michigan (NYC) 2000 - 2011
The Smile Train 2008 - 2008
JPMorgan 2003 - 2007
JPMorgan Chase 2001 - 2003
JPMorgan 2000 - 2001
Teach For America / NYC Board of Education (C.S. 212) 1998 - 2000
Skills
Non-profits, Staff Development, Leadership, Project Management, Fundraising, Grant Writing, Public Speaking, Philanthropy, Event Planning, Research, Program Development, Strategic Planning, Teaching, Program Management, Data Analysis, Budgets, Community Outreach, Editing, Social Media, Analysis, Volunteer Management, Management, Training, Major Gift Development, Nonprofits, Grants, Major Gift Cultivation, Higher Education
Education
University of Michigan
B.A., English
Shaker Heights High School
University of Michigan 2012 - Present
Yeshiva University 2009 - 2012
Alumni Association of the University of Michigan (NYC) 2000 - 2011
The Smile Train 2008 - 2008
JPMorgan 2003 - 2007
JPMorgan Chase 2001 - 2003
JPMorgan 2000 - 2001
Teach For America / NYC Board of Education (C.S. 212) 1998 - 2000
Skills
Non-profits, Staff Development, Leadership, Project Management, Fundraising, Grant Writing, Public Speaking, Philanthropy, Event Planning, Research, Program Development, Strategic Planning, Teaching, Program Management, Data Analysis, Budgets, Community Outreach, Editing, Social Media, Analysis, Volunteer Management, Management, Training, Major Gift Development, Nonprofits, Grants, Major Gift Cultivation, Higher Education
Education
University of Michigan
B.A., English
Shaker Heights High School
Bashir Ahmad's JPMorgan Experience 1999 - 2002
Job Equity Analyst at Cupps Capital Management
Industry Investment Management
Experience
Cupps Capital Management 2011 - Present
CapitalSpring 2008 - 2011
Morgan Stanley 2005 - 2007
JPMorgan 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Vassar College 1994 — 1998
BA, Majors in Biochemistry & Geology; Minor in Economics
Cupps Capital Management 2011 - Present
CapitalSpring 2008 - 2011
Morgan Stanley 2005 - 2007
JPMorgan 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Vassar College 1994 — 1998
BA, Majors in Biochemistry & Geology; Minor in Economics
Derrick Preston's JPMorgan Experience 2004 - 2006
Job Associate at Banc of America Capital Investors
Industry Financial Services
Experience
Banc of America Capital Investors AssociateBanc of America Capital Investors2006 - Present
JPMorgan Chase 2004 - 2006
JPMorgan 2004 - 2006
Education
University of North Carolina at Chapel Hill 2000 — 2004
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Banc of America Capital Investors AssociateBanc of America Capital Investors2006 - Present
JPMorgan Chase 2004 - 2006
JPMorgan 2004 - 2006
Education
University of North Carolina at Chapel Hill 2000 — 2004
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Nicholas Smith's JPMorgan Experience 2007 - 2008
Job Consumer/Retail Equity Research
Industry Investment Management
Experience
Point72 Asset Management, L.P. October 2011 - Present
Morgan Stanley March 2010 - October 2011
Oppenheimer & Co. Inc. 2008 - 2010
JPMorgan 2007 - 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Portfolio Management, Emerging Markets
Education
University of Miami 2003 — 2007
BBA, Finance
Point72 Asset Management, L.P. October 2011 - Present
Morgan Stanley March 2010 - October 2011
Oppenheimer & Co. Inc. 2008 - 2010
JPMorgan 2007 - 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Portfolio Management, Emerging Markets
Education
University of Miami 2003 — 2007
BBA, Finance
David Tutrone's JPMorgan Experience 2007 - 2011
Job Vice President at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte 2015 - Present
Robert W. Baird & Co. 2012 - 2015
J.P. Morgan 2011 - 2012
JPMorgan 2007 - 2011
JPMorgan 2004 - 2007
Education
University of Notre Dame 2000 — 2004
BBA, Finance
Deloitte 2015 - Present
Robert W. Baird & Co. 2012 - 2015
J.P. Morgan 2011 - 2012
JPMorgan 2007 - 2011
JPMorgan 2004 - 2007
Education
University of Notre Dame 2000 — 2004
BBA, Finance
Philip Mickelson, CFA's JPMorgan Experience 2002 - 2007
Job President at CleanFocus Energy
Industry Environmental Services
Experience
CleanFocus Energy January 2010 - Present
CleanFocus Advisors, LLC June 2008 - April 2010
SFG Asset Advisors July 2007 - April 2008
JPMorgan 2002 - 2007
Hambrecht and Quist November 1999 - March 2002
American Express Financial Advisors July 1997 - November 1999
American Express Financial Advisors November 1991 - July 1997
Skills
Entrepreneurship, Financial Analysis, Project Management, Market Research, Sales Presentations, Capital Markets
Education
University of Minnesota-Twin Cities 1987 — 1991
Finance, Speech-Communications
CleanFocus Energy January 2010 - Present
CleanFocus Advisors, LLC June 2008 - April 2010
SFG Asset Advisors July 2007 - April 2008
JPMorgan 2002 - 2007
Hambrecht and Quist November 1999 - March 2002
American Express Financial Advisors July 1997 - November 1999
American Express Financial Advisors November 1991 - July 1997
Skills
Entrepreneurship, Financial Analysis, Project Management, Market Research, Sales Presentations, Capital Markets
Education
University of Minnesota-Twin Cities 1987 — 1991
Finance, Speech-Communications
Marc Celestino's JPMorgan Experience June 2008 - April 2014
Job Operations Control Management Officer at JPMorgan
Industry Accounting
Experience
J.P. Morgan April 2014 - Present
JPMorgan June 2008 - April 2014
State Street Corporation July 2004 - May 2008
Skills
Risk Management, Process Improvement, Investments, Leadership, Project Management
Education
University of New Hampshire 2000 — 2004
Bachelor of Science, Business Administration; Concentration in Finance
J.P. Morgan April 2014 - Present
JPMorgan June 2008 - April 2014
State Street Corporation July 2004 - May 2008
Skills
Risk Management, Process Improvement, Investments, Leadership, Project Management
Education
University of New Hampshire 2000 — 2004
Bachelor of Science, Business Administration; Concentration in Finance
Douglas Cliggott's JPMorgan Experience 1996 - 2002
Job Lecturer at University of Massachusetts Amherst
Industry Higher Education
Experience
University of Massachusetts 2012 - Present
Credit Suisse 2009 - 2011
Dover Management 2006 - 2009
Brummer & Partners 2002 - 2006
JPMorgan 1996 - 2002
Merrill Lynch 1993 - 1996
Alfred Berg 1991 - 1993
Danske Bank 1988 - 1991
Merrill Lynch 1986 - 1988
The Conference Board 1982 - 1986
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Financial Modeling, Capital Markets, Management, Asset Management, Economics, Investment Banking, Research, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Valuation
Education
New School for Social Research 1980 — 1985
MA, Economics
University of Massachusetts, Amherst 1974 — 1978
University of Massachusetts 2012 - Present
Credit Suisse 2009 - 2011
Dover Management 2006 - 2009
Brummer & Partners 2002 - 2006
JPMorgan 1996 - 2002
Merrill Lynch 1993 - 1996
Alfred Berg 1991 - 1993
Danske Bank 1988 - 1991
Merrill Lynch 1986 - 1988
The Conference Board 1982 - 1986
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Financial Modeling, Capital Markets, Management, Asset Management, Economics, Investment Banking, Research, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Valuation
Education
New School for Social Research 1980 — 1985
MA, Economics
University of Massachusetts, Amherst 1974 — 1978
Gayle Jennings O'Byrne's JPMorgan Experience August 1998 - October 2002
Job Vice President, Global Philanthropy at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2006 - Present
JPMorgan Chase October 2002 - August 2006
JPMorgan August 1998 - October 2002
Sun Microsystems September 1991 - July 1996
Skills
Public Policy, Mergers & Acquisitions, International Relations, Community Development, Financial Modeling, Grants, Financial Analysis, Investment Banking, Philanthropy, Negotiation, Capital Markets, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS
JPMorgan Chase 2006 - Present
JPMorgan Chase October 2002 - August 2006
JPMorgan August 1998 - October 2002
Sun Microsystems September 1991 - July 1996
Skills
Public Policy, Mergers & Acquisitions, International Relations, Community Development, Financial Modeling, Grants, Financial Analysis, Investment Banking, Philanthropy, Negotiation, Capital Markets, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS
Amy Bergren's JPMorgan Experience 2000 - 2010
Job Private Banker at MBFinancial Bank
Industry Financial Services
Experience
MB Financial Bank April 2010 - Present
JPMorgan 2000 - 2010
Skills
Private Banking, Estate Planning, High Net Worth..., Portfolio Management, Series 7, Small Business, Wealth Management, Loans, Small Business Lending, Wealth Management..., Banking, Fixed Income, Commercial Banking, Credit, Investment Management, Capital Markets, Financial Analysis, Succession Planning, Asset Allocation, Asset Managment, Risk Management, Credit Analysis, Asset Management, Equities, Alternative Investments, Commercial Lending, Investments
Education
University of Michigan 1985 — 1989
MB Financial Bank April 2010 - Present
JPMorgan 2000 - 2010
Skills
Private Banking, Estate Planning, High Net Worth..., Portfolio Management, Series 7, Small Business, Wealth Management, Loans, Small Business Lending, Wealth Management..., Banking, Fixed Income, Commercial Banking, Credit, Investment Management, Capital Markets, Financial Analysis, Succession Planning, Asset Allocation, Asset Managment, Risk Management, Credit Analysis, Asset Management, Equities, Alternative Investments, Commercial Lending, Investments
Education
University of Michigan 1985 — 1989
Ashley Micka's JPMorgan Experience January 2006 - February 2009
Job Senior Associate at PwC
Industry Hospital & Health Care
Experience
PwC August 2013 - Present
Aspen Healthcare Metrics a MedAssets Company February 2013 - August 2013
Aspen Health Care Metrics a MedAssets Company August 2011 - February 2013
Aspen Healthcare Metrics February 2009 - August 2011
JPMorgan January 2006 - February 2009
JPMorgan June 2005 - January 2006
Skills
Data Analysis, Process Improvement, Vendor Management, Business Analysis, Project Management, Program Management, Healthcare, Business Process..., Cross-functional Team..., Team Building, Visio, Access, Customer Service, Analysis, Change Management, Analytics, Consulting, Product Management, Business Intelligence
Education
University of Northern Colorado 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
PwC August 2013 - Present
Aspen Healthcare Metrics a MedAssets Company February 2013 - August 2013
Aspen Health Care Metrics a MedAssets Company August 2011 - February 2013
Aspen Healthcare Metrics February 2009 - August 2011
JPMorgan January 2006 - February 2009
JPMorgan June 2005 - January 2006
Skills
Data Analysis, Process Improvement, Vendor Management, Business Analysis, Project Management, Program Management, Healthcare, Business Process..., Cross-functional Team..., Team Building, Visio, Access, Customer Service, Analysis, Change Management, Analytics, Consulting, Product Management, Business Intelligence
Education
University of Northern Colorado 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brian Tompkins's JPMorgan Experience 1998 - 2004
Job Senior VP of Operations CITCO Fund Services
Industry Investment Management
Experience
Citco Fund Services 2004 - Present
JPMorgan 1998 - 2004
Salomon Brothers 1997 - 1998
Renaissance Capital 1994 - 1997
Skills
Fund Administration, Hedge Funds, Equities, Fixed Income, Alternative Investments
Education
University of Oregon 1986 — 1991
Citco Fund Services 2004 - Present
JPMorgan 1998 - 2004
Salomon Brothers 1997 - 1998
Renaissance Capital 1994 - 1997
Skills
Fund Administration, Hedge Funds, Equities, Fixed Income, Alternative Investments
Education
University of Oregon 1986 — 1991
Ann Diggins's JPMorgan Experience October 2006 - October 2011
Job Controls Officer Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2014 - Present
JPMorgan Chase October 2011 - June 2014
JPMorgan October 2006 - October 2011
Bank of America December 2005 - October 2006
MBNA January 2000 - December 2005
Skills
Vendor Management, Project Management, SDLC, Management, Program Management, Business Development, Financial Services, Risk Management, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Requirements Gathering, Banking, Visio, Business Process..., Credit Cards, Agile Methodologies
Education
University of Pennsylvania - The Wharton School 1987 — 1991
JPMorgan Chase June 2014 - Present
JPMorgan Chase October 2011 - June 2014
JPMorgan October 2006 - October 2011
Bank of America December 2005 - October 2006
MBNA January 2000 - December 2005
Skills
Vendor Management, Project Management, SDLC, Management, Program Management, Business Development, Financial Services, Risk Management, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Requirements Gathering, Banking, Visio, Business Process..., Credit Cards, Agile Methodologies
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Adnan Ghaffar's JPMorgan Experience 2007 - March 2010
Job Software Engineer II at JCPenney
Industry Information Technology and Services
Experience
JCPenney March 2010 - Present
JPMorgan Chase January 2007 - March 2010
JPMorgan 2007 - March 2010
Sprint 1997 - 2007
Telecom 1997 - 2007
Sprint Nextel 1997 - 2006
Sprint June 1997 - December 2005
Skills
Testing, Test Planning, User Acceptance Testing, SDLC, Test Automation, Quality Center, System Testing, Software Quality..., Unix, Integration, Quality Assurance, Requirements Analysis, Agile Methodologies, Visio, Online Retail, Performance Tuning, QTP, Software Development, Software Documentation, Software Project..., Test Cases, LoadRunner, Performance Testing, Manual Testing, Business Requirements
Education
University of Oklahoma 1990 — 1996
BS, Computer Science
JCPenney March 2010 - Present
JPMorgan Chase January 2007 - March 2010
JPMorgan 2007 - March 2010
Sprint 1997 - 2007
Telecom 1997 - 2007
Sprint Nextel 1997 - 2006
Sprint June 1997 - December 2005
Skills
Testing, Test Planning, User Acceptance Testing, SDLC, Test Automation, Quality Center, System Testing, Software Quality..., Unix, Integration, Quality Assurance, Requirements Analysis, Agile Methodologies, Visio, Online Retail, Performance Tuning, QTP, Software Development, Software Documentation, Software Project..., Test Cases, LoadRunner, Performance Testing, Manual Testing, Business Requirements
Education
University of Oklahoma 1990 — 1996
BS, Computer Science
Sarah Madson's JPMorgan Experience 2000 - 2010
Job Director
Industry Financial Services
Experience
USBancorp March 2010 - Present
JPMorgan 2000 - 2010
Education
University of Oregon 1988 — 1992
USBancorp March 2010 - Present
JPMorgan 2000 - 2010
Education
University of Oregon 1988 — 1992
Katy Laux's JPMorgan Experience 1997 - Present
Job Business Banking Vice President
Industry Banking
Experience
JP Morgan Chase September 2009 - Present
JP Morgan Chase (formerly Bank One) 1997 - Present
JPMorgan 1997 - Present
Education
University of North Texas 1995 — 1998
BBA, Human Resources Mgmt
JP Morgan Chase September 2009 - Present
JP Morgan Chase (formerly Bank One) 1997 - Present
JPMorgan 1997 - Present
Education
University of North Texas 1995 — 1998
BBA, Human Resources Mgmt
Todd Howell's JPMorgan Experience October 1997 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan October 1997 - Present
JP Morgan October 1997 - January 2004
Cooper Neff June 1994 - September 1997
Skills
Interest Rate..., Trading Systems, Swaps, Hedge Funds, Forwards, Options, Investment Banking
Education
University of Pennsylvania 1990 — 1994
JPMorgan October 1997 - Present
JP Morgan October 1997 - January 2004
Cooper Neff June 1994 - September 1997
Skills
Interest Rate..., Trading Systems, Swaps, Hedge Funds, Forwards, Options, Investment Banking
Education
University of Pennsylvania 1990 — 1994
Martha Gabrielse's JPMorgan Experience August 2004 - Present
Job Executive Director International Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan August 2004 - Present
Michigan District Export Council - West January 1996 - Present
Steelcase 2003 - 2004
Crowe Horwath International - Global Corporate Advisors (GCA) 2002 - 2003
Old Kent Bank / Fifth Third Bank 1993 - 2002
Skills
Credit, Trade Finance, Risk Management, Banking, Letters of Credit, Strategic Planning, Corporate Finance, International Trade, Credit Risk, Business Strategy, Treasury Management, Accounting
Education
University of Notre Dame 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Clay High School 1976 — 1979
JPMorgan August 2004 - Present
Michigan District Export Council - West January 1996 - Present
Steelcase 2003 - 2004
Crowe Horwath International - Global Corporate Advisors (GCA) 2002 - 2003
Old Kent Bank / Fifth Third Bank 1993 - 2002
Skills
Credit, Trade Finance, Risk Management, Banking, Letters of Credit, Strategic Planning, Corporate Finance, International Trade, Credit Risk, Business Strategy, Treasury Management, Accounting
Education
University of Notre Dame 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Clay High School 1976 — 1979
Laurent Van Hassel's JPMorgan Experience 2005 - 2007
Job Trader
Industry Financial Services
Experience
Spark Investment Management LLC August 2012 - Present
Mirae Asset Global Investments (USA) LLC October 2010 - July 2012
Exis Capital Management September 2007 - June 2009
JPMorgan 2005 - 2007
Skills
Hedge Funds, Equities, Capital Markets, Asset Managment, Investments, Emerging Markets, Bloomberg, Alternative Investments
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts, International Relations
UNIS 1999 — 2003
Spark Investment Management LLC August 2012 - Present
Mirae Asset Global Investments (USA) LLC October 2010 - July 2012
Exis Capital Management September 2007 - June 2009
JPMorgan 2005 - 2007
Skills
Hedge Funds, Equities, Capital Markets, Asset Managment, Investments, Emerging Markets, Bloomberg, Alternative Investments
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts, International Relations
UNIS 1999 — 2003
Sudha Addepalli's JPMorgan Experience 2001 - 2007
Job SVP, Sr. Technology Manager at Bank of America
Industry Information Services
Experience
Bank of America February 2011 - Present
First American Corporation 2008 - Present
First American Loan Production Solutions 2007 - Present
JPMorgan 2001 - 2007
JPMorgan Chase 2001 - 2007
Education
University of Mumbai 1991 — 1993
Masters in Engineering, Control Systems
University of Mumbai 1987 — 1991
Bachelors, Electrical engineering
Bank of America February 2011 - Present
First American Corporation 2008 - Present
First American Loan Production Solutions 2007 - Present
JPMorgan 2001 - 2007
JPMorgan Chase 2001 - 2007
Education
University of Mumbai 1991 — 1993
Masters in Engineering, Control Systems
University of Mumbai 1987 — 1991
Bachelors, Electrical engineering
Brigid McShane Browne's JPMorgan Experience Senior AuditorKPMGSeptember 1998 - July 2002
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Senior AuditorKPMGSeptember 1998 - July 2002
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling
Education
University of Notre Dame 1994 — 1998
JPMorgan Senior AuditorKPMGSeptember 1998 - July 2002
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling
Education
University of Notre Dame 1994 — 1998
Mark Solomons's JPMorgan Experience January 1997 - July 2011
Job Managing Director, Head of West Coast Tech M&A at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Mike Turman's JPMorgan Experience December 1992 - April 2010
Job Vice President at Bank of Oklahoma
Industry Oil & Energy
Experience
Bank of Oklahoma April 2010 - Present
JPMorgan December 1992 - April 2010
Harper Oil Company March 1981 - October 1986
Skills
Asset Managment, Oil & Gas Industry, Property Management
Education
University of Oklahoma - Price College of Business
Bank of Oklahoma April 2010 - Present
JPMorgan December 1992 - April 2010
Harper Oil Company March 1981 - October 1986
Skills
Asset Managment, Oil & Gas Industry, Property Management
Education
University of Oklahoma - Price College of Business
DIANE AMARILLA's JPMorgan Experience 2000 - 2005
Job at Fresenius Medical Care
Industry Biotechnology
Experience
Fresenius Medical Care October 2008 - Present
Smart Biotech Solutions February 2008 - July 2008
smart staffing 2008 - 2008
JPMorgan 2000 - 2005
Education
Newbury College 1997 — 1999
AA, Finance
University of Massachusetts, Amherst 1995 — 1997
Fresenius Medical Care October 2008 - Present
Smart Biotech Solutions February 2008 - July 2008
smart staffing 2008 - 2008
JPMorgan 2000 - 2005
Education
Newbury College 1997 — 1999
AA, Finance
University of Massachusetts, Amherst 1995 — 1997
Kalin Agarwal's JPMorgan Experience April 2007 - May 2011
Job Vice President at AIG Asset Management
Industry Investment Banking
Experience
AIG December 2012 - Present
UBS April 2011 - November 2012
JPMorgan April 2007 - May 2011
Oliver Wyman June 2005 - April 2007
Education
University of Pennsylvania - The Wharton School 1999 — 2003
AIG December 2012 - Present
UBS April 2011 - November 2012
JPMorgan April 2007 - May 2011
Oliver Wyman June 2005 - April 2007
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Jonathan LaCalle's JPMorgan Experience August 2005 - Present
Job ETF Trading JPMorgan
Industry Investment Banking
Experience
JPMorgan August 2005 - Present
Deutsche Bank, Alex Brown 1995 - 2005
Education
University of Pennsylvania
JPMorgan August 2005 - Present
Deutsche Bank, Alex Brown 1995 - 2005
Education
University of Pennsylvania
Eric Atchison's JPMorgan Experience Bioanlaytical ChemistAptuitApril 2005 - December 2006
Job Quality Assurance Analyst at JPMorgan
Industry Banking
Experience
JPMorgan Bioanlaytical ChemistAptuitApril 2005 - December 2006
EaglePicher August 2004 - March 2005
Quintiles July 2000 - April 2004
Hoechst Marion Roussel June 1998 - May 2000
Skills
Biotechnology, Pharmaceutical Industry, Sop, Validation, Change Control, Quality Assurance, Regulatory Affairs, Regulatory Requirements, Lifesciences
Education
University of Missouri-Kansas City 1996 — 2000
JPMorgan Bioanlaytical ChemistAptuitApril 2005 - December 2006
EaglePicher August 2004 - March 2005
Quintiles July 2000 - April 2004
Hoechst Marion Roussel June 1998 - May 2000
Skills
Biotechnology, Pharmaceutical Industry, Sop, Validation, Change Control, Quality Assurance, Regulatory Affairs, Regulatory Requirements, Lifesciences
Education
University of Missouri-Kansas City 1996 — 2000
Mika Ohiorhenuan's JPMorgan Experience 2003 - 2004
Job Business Development & Entrepreneurship
Industry Internet
Experience
Luxe June 2015 - Present
Boku, Inc. 2013 - 2013
New York Red Bulls 2011 - 2012
MDLand International 2009 - 2011
ECHOtrade 2004 - 2007
JPMorgan 2003 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Wesleyan University 1999 — 2003
BA
Luxe June 2015 - Present
Boku, Inc. 2013 - 2013
New York Red Bulls 2011 - 2012
MDLand International 2009 - 2011
ECHOtrade 2004 - 2007
JPMorgan 2003 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Wesleyan University 1999 — 2003
BA
Ryan Asato's JPMorgan Experience April 2000 - April 2006
Job Director CLO & MBS Research at Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2010 - Present
Federal Reserve Bank of New York August 2009 - April 2010
Athilon May 2006 - August 2009
JPMorgan April 2000 - April 2006
Merrill Lynch July 1994 - April 2000
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, International Business
University of Pennsylvania 1985 — 1990
Iolani School 1980 — 1985
Bank of America April 2010 - Present
Federal Reserve Bank of New York August 2009 - April 2010
Athilon May 2006 - August 2009
JPMorgan April 2000 - April 2006
Merrill Lynch July 1994 - April 2000
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, International Business
University of Pennsylvania 1985 — 1990
Iolani School 1980 — 1985
Jon Ristau's JPMorgan Experience 2007 - 2010
Job Assistant Vice President at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase February 2011 - Present
JPMorgan 2007 - 2010
Fidelity Investments June 2006 - November 2007
State Street Bank September 2003 - June 2006
Skills
Management, Leadership, Strategic Planning, Financial Analysis, Risk Management
Education
University of New Hampshire 1996 — 2000
BA, Economics
JPMorgan Chase February 2011 - Present
JPMorgan 2007 - 2010
Fidelity Investments June 2006 - November 2007
State Street Bank September 2003 - June 2006
Skills
Management, Leadership, Strategic Planning, Financial Analysis, Risk Management
Education
University of New Hampshire 1996 — 2000
BA, Economics
BoMee Chu's JPMorgan Experience September 2007 - March 2008
Job Assistant Vice President at GE Capital
Industry Investment Banking
Experience
GE Capital August 2011 - Present
J.P. Morgan July 2010 - August 2011
JP Morgan March 2008 - June 2010
JPMorgan September 2007 - March 2008
Skills
Leveraged Finance, Syndications, Investment Banking, Valuation, Financial Modeling, Capital Markets, Due Diligence, Financial Analysis, Finance, Corporate Finance, Financial Structuring
Education
University of Michigan 2006 — 2007
Master's degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
GE Capital August 2011 - Present
J.P. Morgan July 2010 - August 2011
JP Morgan March 2008 - June 2010
JPMorgan September 2007 - March 2008
Skills
Leveraged Finance, Syndications, Investment Banking, Valuation, Financial Modeling, Capital Markets, Due Diligence, Financial Analysis, Finance, Corporate Finance, Financial Structuring
Education
University of Michigan 2006 — 2007
Master's degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Stephen B Wolgin's JPMorgan Experience February 1999 - November 2000
Job Managing Director of US Real Estate Advisors Specializing in Underwriting, Due Diligence and Inspections Nationwide.
Industry Real Estate
Experience
US Real Estate Advisors, Inc January 2001 - Present
UMH Properties, Inc (NYSE: UMH) 2006 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
JPMorgan February 1999 - November 2000
Standard & Poor's Corporation August 1987 - May 1990
Skills
Valuation, Real Estate Economics, CMBS, Start-ups, Due Diligence, Mergers & Acquisitions, Investments, Real Estate, Portfolio Management, Securitization, Equities, Appraisals, Private Equity, Investment Properties, Commercial Real Estate, Capital Markets, Structured Finance, Asset Management, Underwriting, Financial Modeling, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS - Wharton School, Finance
University of Pennsylvania - The Wharton School
Finance and Financial Management Services
US Real Estate Advisors, Inc January 2001 - Present
UMH Properties, Inc (NYSE: UMH) 2006 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
JPMorgan February 1999 - November 2000
Standard & Poor's Corporation August 1987 - May 1990
Skills
Valuation, Real Estate Economics, CMBS, Start-ups, Due Diligence, Mergers & Acquisitions, Investments, Real Estate, Portfolio Management, Securitization, Equities, Appraisals, Private Equity, Investment Properties, Commercial Real Estate, Capital Markets, Structured Finance, Asset Management, Underwriting, Financial Modeling, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS - Wharton School, Finance
University of Pennsylvania - The Wharton School
Finance and Financial Management Services
Daniel Wohl, CFP®'s JPMorgan Experience 2006 - Present
Job Investment Advisor Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan 2006 - Present
Insite Commercial Group 2005 - 2006
Skills
Investment Properties, Investments, Valuation, Capital Markets, Real Estate, Strategic Financial..., Asset Managment, Loans, Portfolio Management, Financial Modeling, Financial Analysis, Fixed Income
Education
University of Michigan 2002 — 2005
Sport Management, Business
University of Michigan 2001 — 2005
JPMorgan 2006 - Present
Insite Commercial Group 2005 - 2006
Skills
Investment Properties, Investments, Valuation, Capital Markets, Real Estate, Strategic Financial..., Asset Managment, Loans, Portfolio Management, Financial Modeling, Financial Analysis, Fixed Income
Education
University of Michigan 2002 — 2005
Sport Management, Business
University of Michigan 2001 — 2005
Biff Rogers's JPMorgan Experience March 2008 - May 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2010 - Present
Exigen Mortgage Asset Management May 2009 - August 2010
JPMorgan March 2008 - May 2009
Bear Stearns & Company, Inc. 2001 - 2009
Bear Stearns 2001 - 2008
Skills
Capital Markets, Mortgage Lending, Credit, Fixed Income, Risk Management, Asset Management, Structured Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Mortgage Servicing, Securities, Portfolio Management, Equities, Financial Structuring, Bloomberg, Credit Risk, Derivatives, Financial Risk, Financial Services, MBS, Securitization, ABS
Education
University of North Texas 1980 — 1984
BBA, Finance
Goldman Sachs September 2010 - Present
Exigen Mortgage Asset Management May 2009 - August 2010
JPMorgan March 2008 - May 2009
Bear Stearns & Company, Inc. 2001 - 2009
Bear Stearns 2001 - 2008
Skills
Capital Markets, Mortgage Lending, Credit, Fixed Income, Risk Management, Asset Management, Structured Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Mortgage Servicing, Securities, Portfolio Management, Equities, Financial Structuring, Bloomberg, Credit Risk, Derivatives, Financial Risk, Financial Services, MBS, Securitization, ABS
Education
University of North Texas 1980 — 1984
BBA, Finance
Pratik Desai's JPMorgan Experience July 2004 - April 2005
Job Principal at Halcyon Asset Management
Industry Investment Management
Experience
Halcyon Asset Management January 2014 - Present
Halcyon Asset Management January 2011 - December 2013
Halcyon Asset Management May 2005 - December 2010
JPMorgan July 2004 - April 2005
Skills
Valuation, High Yield, Special Situations, Hedge Funds, Financial Modeling, Bloomberg, LBO, Alternative Investments, Fixed Income, Equities, DCF, Investment Banking, Private Equity, Capital Markets, Asset Managment, Portfolio Management, Leveraged Finance, Corporate Finance, Bonds, Investments, Venture Capital, Securities, Asset Management, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS, Economics
Halcyon Asset Management January 2014 - Present
Halcyon Asset Management January 2011 - December 2013
Halcyon Asset Management May 2005 - December 2010
JPMorgan July 2004 - April 2005
Skills
Valuation, High Yield, Special Situations, Hedge Funds, Financial Modeling, Bloomberg, LBO, Alternative Investments, Fixed Income, Equities, DCF, Investment Banking, Private Equity, Capital Markets, Asset Managment, Portfolio Management, Leveraged Finance, Corporate Finance, Bonds, Investments, Venture Capital, Securities, Asset Management, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS, Economics
Joshua Banschick's JPMorgan Experience May 2008 - January 2010
Job Mortgage Trading at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2008 - Present
JPMorgan May 2008 - January 2010
Bear Stearns May 2007 - May 2008
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Mortgage Lending, Valuation, Investments, Portfolio Management
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), English Language and Literature/Letters
JPMorgan Chase June 2008 - Present
JPMorgan May 2008 - January 2010
Bear Stearns May 2007 - May 2008
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Mortgage Lending, Valuation, Investments, Portfolio Management
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), English Language and Literature/Letters
Jim Enen's JPMorgan Experience October 2004 - September 2013
Job Personal Banker 2MLO at Amegy Bank
Industry Banking
Experience
Amegy Bank May 2014 - March 2015
JPMorgan October 2004 - September 2013
Northwestern Mutual November 2001 - October 2004
John Hancock Financial Services May 2001 - November 2001
Aramark December 1999 - September 2000
Saltgrass Steakhouse June 1996 - December 1999
Souper Salad January 1995 - September 1995
Skills
Portfolio Management, Alternative Investments
Education
University of North Texas 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management
Amegy Bank May 2014 - March 2015
JPMorgan October 2004 - September 2013
Northwestern Mutual November 2001 - October 2004
John Hancock Financial Services May 2001 - November 2001
Aramark December 1999 - September 2000
Saltgrass Steakhouse June 1996 - December 1999
Souper Salad January 1995 - September 1995
Skills
Portfolio Management, Alternative Investments
Education
University of North Texas 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management
Clifford Eisler's JPMorgan Experience June 1981 - April 1996
Job Founder at Atlas Financial Partners
Industry Financial Services
Experience
Atlas Financial Partners April 2012 - Present
Analect Benefit Finance LLC June 2002 - Present
Analect LLC August 1999 - Present
Zurich Financial Services April 1996 - July 1999
JPMorgan June 1981 - April 1996
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Investments, Mergers & Acquisitions, Corporate Finance, Funding, Management, Private Equity, Emerging Markets, Finance, Financial Structuring, Structured Finance, Investment Banking, Venture Capital, Equities, Fixed Income, Securities, Derivatives, Valuation
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics, Finance, Accounting
Atlas Financial Partners April 2012 - Present
Analect Benefit Finance LLC June 2002 - Present
Analect LLC August 1999 - Present
Zurich Financial Services April 1996 - July 1999
JPMorgan June 1981 - April 1996
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Investments, Mergers & Acquisitions, Corporate Finance, Funding, Management, Private Equity, Emerging Markets, Finance, Financial Structuring, Structured Finance, Investment Banking, Venture Capital, Equities, Fixed Income, Securities, Derivatives, Valuation
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics, Finance, Accounting
Chinmay Bhatt's JPMorgan Experience June 2005 - August 2005
Job IB Analyst (FIGMarket Structure Group) at JP Morgan
Industry Investment Banking
Experience
JP Morgan July 2006 - Present
JPMorgan June 2005 - August 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA
JP Morgan July 2006 - Present
JPMorgan June 2005 - August 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA
Nicholas Northrup's JPMorgan Experience June 2011 - July 2012
Job Analyst, Actively seeking new opportunities
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
JPMorgan June 2011 - July 2012
JPMorgan Chase January 2008 - July 2011
Skills
Military, Test Cases, Management, User Acceptance Testing, Business Analysis, Compliance, Quality Assurance, Call Centers, Process Improvement, Loans, Retail Banking, Software Quality..., Customer Experience, Auditing, System Testing, Training, Analysis, Regression Testing, Testing, Quality Auditing, Visio, Microsoft Excel, Software Documentation, SDLC, Quality Center, Risk Management, Data Analysis, Manual Testing, Coaching, Test Planning, Mortgage Banking
Education
University of North Texas
Kinesiology and Exercise Science
JPMorgan Chase August 2012 - Present
JPMorgan June 2011 - July 2012
JPMorgan Chase January 2008 - July 2011
Skills
Military, Test Cases, Management, User Acceptance Testing, Business Analysis, Compliance, Quality Assurance, Call Centers, Process Improvement, Loans, Retail Banking, Software Quality..., Customer Experience, Auditing, System Testing, Training, Analysis, Regression Testing, Testing, Quality Auditing, Visio, Microsoft Excel, Software Documentation, SDLC, Quality Center, Risk Management, Data Analysis, Manual Testing, Coaching, Test Planning, Mortgage Banking
Education
University of North Texas
Kinesiology and Exercise Science
Andrew Wiechkoske's JPMorgan Experience 2007 - 2008
Job Director PNC Riverarch Capital
Industry Investment Management
Experience
PNC Financial Services April 2011 - Present
PNC Equity Partners August 2008 - April 2011
JPMorgan 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Notre Dame
BBA, Finance, Economics
PNC Financial Services April 2011 - Present
PNC Equity Partners August 2008 - April 2011
JPMorgan 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Notre Dame
BBA, Finance, Economics
Richard Li's JPMorgan Experience November 2008 - July 2010
Job Senior Analyst at Autonomy Capital
Industry Investment Management
Experience
Autonomy Capital July 2011 - Present
JPMorgan Chase May 2010 - July 2011
JPMorgan November 2008 - July 2010
Wachovia Securities June 2008 - October 2008
The Center for Automotive Research July 2007 - May 2008
Skills
Private Equity, Distressed Debt, Equities, LBO, Financial Modeling, Credit Analysis, Debt, High Yield, Credit Trading, Valuation, Mergers & Acquisitions, Investments, Leveraged Finance, Due Diligence, Trading, Finance
Education
University of Michigan 2003 — 2007
B.S., Economics
Autonomy Capital July 2011 - Present
JPMorgan Chase May 2010 - July 2011
JPMorgan November 2008 - July 2010
Wachovia Securities June 2008 - October 2008
The Center for Automotive Research July 2007 - May 2008
Skills
Private Equity, Distressed Debt, Equities, LBO, Financial Modeling, Credit Analysis, Debt, High Yield, Credit Trading, Valuation, Mergers & Acquisitions, Investments, Leveraged Finance, Due Diligence, Trading, Finance
Education
University of Michigan 2003 — 2007
B.S., Economics
Jonathan Diamond's JPMorgan Experience January 2010 - September 2014
Job K.A.D. Companies
Industry Venture Capital & Private Equity
Experience
K.A.D. Companies September 2014 - Present
JPMorgan January 2010 - September 2014
Goldman Sachs August 2003 - January 2010
United States Marine Corps May 1995 - October 1999
Education
University of North Carolina School of Law 1999 — 2003
Juris Doctor (J.D.), JD/MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Master of Business Administration (M.B.A.), JD/MBA
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Science (B.S.), Environmental Science & Public Health
K.A.D. Companies September 2014 - Present
JPMorgan January 2010 - September 2014
Goldman Sachs August 2003 - January 2010
United States Marine Corps May 1995 - October 1999
Education
University of North Carolina School of Law 1999 — 2003
Juris Doctor (J.D.), JD/MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Master of Business Administration (M.B.A.), JD/MBA
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Science (B.S.), Environmental Science & Public Health
Esther Rajavelu's JPMorgan Experience 2000 - 2001
Job Equity Research Analyst, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2014 - Present
Ernst & Young Capital Advisors 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2006 - February 2009
Towers Perrin 2001 - 2004
JPMorgan 2000 - 2001
Skills
Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Healthcare, Investment Banking, Mergers, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare and Finance
Wesleyan University 1996 — 2000
Bachelors, Economics and Government
Deutsche Bank 2014 - Present
Ernst & Young Capital Advisors 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2006 - February 2009
Towers Perrin 2001 - 2004
JPMorgan 2000 - 2001
Skills
Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Healthcare, Investment Banking, Mergers, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare and Finance
Wesleyan University 1996 — 2000
Bachelors, Economics and Government
Kim Trick's JPMorgan Experience June 2007 - May 2008
Job Director at Chase Capital
Industry Banking
Experience
Chase Capital January 2014 - Present
Chase Capital Corporation July 2008 - January 2014
JPMorgan June 2007 - May 2008
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Chase Capital January 2014 - Present
Chase Capital Corporation July 2008 - January 2014
JPMorgan June 2007 - May 2008
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Marcia Hattey's JPMorgan Experience June 2003 - May 2008
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2009 - Present
American Century Investments May 2008 - November 2008
JPMorgan June 2003 - May 2008
American Century Investments March 2001 - June 2003
American Century Investments January 1999 - March 2001
American Century Investments December 1996 - December 1998
American Century Investments March 1995 - December 1996
American Century Investments August 1993 - March 1995
American Century Investments July 1991 - August 1993
Skills
Qualified Retirement..., 401k, Defined Contribution, Deferred Compensation, Profit Sharing, Relationship Management, Key Client Relationships, Client Relationships..., Financial Education, Team Development, Presentation Skills, Client Presentation, Financial Services, Mutual Funds, Investments, Series 6, Series 7, Series 63, Series 65, Variable Life, Accreditation, Retirement, Securities, Public Speaking, Asset Allocation, Investment Strategies, Employee Training
Education
University of Missouri-Columbia 1976 — 1977
University of Missouri-Kansas City 1975 — 1976
EMPOWER Retirement March 2009 - Present
American Century Investments May 2008 - November 2008
JPMorgan June 2003 - May 2008
American Century Investments March 2001 - June 2003
American Century Investments January 1999 - March 2001
American Century Investments December 1996 - December 1998
American Century Investments March 1995 - December 1996
American Century Investments August 1993 - March 1995
American Century Investments July 1991 - August 1993
Skills
Qualified Retirement..., 401k, Defined Contribution, Deferred Compensation, Profit Sharing, Relationship Management, Key Client Relationships, Client Relationships..., Financial Education, Team Development, Presentation Skills, Client Presentation, Financial Services, Mutual Funds, Investments, Series 6, Series 7, Series 63, Series 65, Variable Life, Accreditation, Retirement, Securities, Public Speaking, Asset Allocation, Investment Strategies, Employee Training
Education
University of Missouri-Columbia 1976 — 1977
University of Missouri-Kansas City 1975 — 1976
Gayl Wilshire's JPMorgan Experience 1998 - Present
Job Account Manager
Industry Information Services
Experience
JPMorgan 1998 - Present
Fidelity Information Services January 1996 - Present
Skills
Business Analysis, Vendor Management, CRM, Sales Process, Salesforce.com, Process Improvement, Requirements Analysis, Requirements Gathering, Banking, SDLC, Management, Project Portfolio..., IT Management, Outsourcing, Risk Management, IT Strategy, Enterprise Software
Education
University of New Hampshire
BA, English, Business
JPMorgan 1998 - Present
Fidelity Information Services January 1996 - Present
Skills
Business Analysis, Vendor Management, CRM, Sales Process, Salesforce.com, Process Improvement, Requirements Analysis, Requirements Gathering, Banking, SDLC, Management, Project Portfolio..., IT Management, Outsourcing, Risk Management, IT Strategy, Enterprise Software
Education
University of New Hampshire
BA, English, Business
Joe Lock's JPMorgan Experience June 2004 - June 2007
Job Lead Implementation Analyst a EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2010 - Present
Enterprise Iron June 2007 - April 2011
ista North America 2011 - 2011
JPMorgan June 2004 - June 2007
Skills
Microsoft Excel, Statistics, Microsoft Word, Microsoft Office, Operations Management, Financial Analysis, Management, Accounting, Customer Service, PowerPoint, Business Analysis, Analysis, Change Management, Finance, Project Management, Sales, Business Strategy
Education
University of Missouri-Kansas City 2001 — 2004
BS, Business Management
University of Missouri-Columbia 1997 — 1998
Bachelors, Business Administration
EMPOWER Retirement October 2010 - Present
Enterprise Iron June 2007 - April 2011
ista North America 2011 - 2011
JPMorgan June 2004 - June 2007
Skills
Microsoft Excel, Statistics, Microsoft Word, Microsoft Office, Operations Management, Financial Analysis, Management, Accounting, Customer Service, PowerPoint, Business Analysis, Analysis, Change Management, Finance, Project Management, Sales, Business Strategy
Education
University of Missouri-Kansas City 2001 — 2004
BS, Business Management
University of Missouri-Columbia 1997 — 1998
Bachelors, Business Administration
Kurt Sullivan's JPMorgan Experience 2006 - July 2009
Job Database Developer at JWT Atlanta
Industry Marketing and Advertising
Experience
JWT Atlanta July 2013 - Present
Targetbase July 2012 - July 2013
JWT Atlanta July 2009 - June 2012
JWT July 2009 - September 2010
JPMchase January 2006 - July 2009
JPMorgan Chase January 2006 - July 2009
JPMorgan 2006 - July 2009
Perot Systems 2005 - 2005
US Army June 1995 - September 2001
Skills
Quality Assurance, Databases, SQL, Testing, Microsoft SQL Server, SSIS, ETL, Software Quality..., SDLC, PL/SQL, Data Warehousing, Requirements Analysis, Troubleshooting, Business Analysis, Business Intelligence, Requirements Gathering, Quality Center, Data Modeling, Software Development, Windows, Database Design, Oracle, Software Documentation, Systems Analysis, MS Project, Test Planning, SQL Server, Database Development, C#
Education
University of North Texas 2002 — 2005
BS, Business Computer Information Systems
JWT Atlanta July 2013 - Present
Targetbase July 2012 - July 2013
JWT Atlanta July 2009 - June 2012
JWT July 2009 - September 2010
JPMchase January 2006 - July 2009
JPMorgan Chase January 2006 - July 2009
JPMorgan 2006 - July 2009
Perot Systems 2005 - 2005
US Army June 1995 - September 2001
Skills
Quality Assurance, Databases, SQL, Testing, Microsoft SQL Server, SSIS, ETL, Software Quality..., SDLC, PL/SQL, Data Warehousing, Requirements Analysis, Troubleshooting, Business Analysis, Business Intelligence, Requirements Gathering, Quality Center, Data Modeling, Software Development, Windows, Database Design, Oracle, Software Documentation, Systems Analysis, MS Project, Test Planning, SQL Server, Database Development, C#
Education
University of North Texas 2002 — 2005
BS, Business Computer Information Systems
Henri Wang's JPMorgan Experience Executive DirectorJPMorganAugust 1996 - February 2009
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan Executive DirectorJPMorganAugust 1996 - February 2009
Education
University of Pennsylvania 1987 — 1989
Ph.D, Financial Mathematics
JPMorgan Executive DirectorJPMorganAugust 1996 - February 2009
Education
University of Pennsylvania 1987 — 1989
Ph.D, Financial Mathematics
Shaila Sikand's JPMorgan Experience January 2011 - May 2012
Job Sr. Vendor Manager at Amazon
Industry Retail
Experience
Amazon July 2014 - Present
The Wharton School August 2012 - May 2014
JPMorgan January 2011 - May 2012
J.P. Morgan July 2008 - December 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management, Marketing
Washington University in St. Louis 2004 — 2008
BSBA, Finance, Accounting, and International Business
Colorado Academy 1991 — 2004
Amazon July 2014 - Present
The Wharton School August 2012 - May 2014
JPMorgan January 2011 - May 2012
J.P. Morgan July 2008 - December 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management, Marketing
Washington University in St. Louis 2004 — 2008
BSBA, Finance, Accounting, and International Business
Colorado Academy 1991 — 2004
Brison Bickerton's JPMorgan Experience 1999 - 2002
Job Seeking next opportunity
Industry Financial Services
Experience
Seeking Next Opportunity September 2015 - Present
ARCOM September 2014 - August 2015
Freepoint Commodities 2011 - September 2014
Arcadia Fuels September 2010 - May 2011
RBS Sempra Commodities September 2004 - September 2010
Framework Investment Group April 2001 - September 2004
JPMorgan 1999 - 2002
U.S. Department of Energy March 1993 - June 1997
Skills
Commodity, Trading, Commodity Markets, Hedge Funds, Natural Gas, Energy, Economics, Petroleum, Derivatives, Equities, Financial Modeling, Corporate Finance, Valuation, Investments, Investment Banking, Proprietary Trading, Hedging, Market Risk, Mergers & Acquisitions, Risk Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Yale University 1988 — 1992
BA, Economics
Seeking Next Opportunity September 2015 - Present
ARCOM September 2014 - August 2015
Freepoint Commodities 2011 - September 2014
Arcadia Fuels September 2010 - May 2011
RBS Sempra Commodities September 2004 - September 2010
Framework Investment Group April 2001 - September 2004
JPMorgan 1999 - 2002
U.S. Department of Energy March 1993 - June 1997
Skills
Commodity, Trading, Commodity Markets, Hedge Funds, Natural Gas, Energy, Economics, Petroleum, Derivatives, Equities, Financial Modeling, Corporate Finance, Valuation, Investments, Investment Banking, Proprietary Trading, Hedging, Market Risk, Mergers & Acquisitions, Risk Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Yale University 1988 — 1992
BA, Economics
Dave Samuels's JPMorgan Experience May 2005 - May 2014
Job Managing Director, Head of Commodities Sales for Americas at BNP Paribas
Industry Marketing and Advertising
Experience
BNP Paribas June 2014 - Present
JPMorgan May 2005 - May 2014
Morgan Stanley 2002 - 2005
Enron 1995 - 2001
Education
University of Chicago 1993 — 1995
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1986 — 1990
BS, Economics
BNP Paribas June 2014 - Present
JPMorgan May 2005 - May 2014
Morgan Stanley 2002 - 2005
Enron 1995 - 2001
Education
University of Chicago 1993 — 1995
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1986 — 1990
BS, Economics
Joe Wich's JPMorgan Experience August 1997 - Present
Job VP at JPMoirgan
Industry Banking
Experience
JPMorgan August 1997 - Present
Comerica 1980 - 1987
Skills
Series 7
Education
Perry Meridian 1973 — 1978
University of Notre Dame
JPMorgan August 1997 - Present
Comerica 1980 - 1987
Skills
Series 7
Education
Perry Meridian 1973 — 1978
University of Notre Dame
Paul Finger's JPMorgan Experience June 2008 - Present
Job Managing Director CoHead of U.S. Media Coverage at JPMorgan Investment Banking
Industry Investment Banking
Experience
JPMorgan June 2008 - Present
Bear, Stearns & Co. Inc. 2001 - 2008
Education
The University of Chicago
MBA
University of Notre Dame
BS
JPMorgan June 2008 - Present
Bear, Stearns & Co. Inc. 2001 - 2008
Education
The University of Chicago
MBA
University of Notre Dame
BS
Gaal Surugeon, CFA's JPMorgan Experience June 2008 - August 2008
Job Investment Analyst at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer Asset Management January 2011 - Present
Decision Economics, Inc. June 2009 - December 2010
JPMorgan June 2008 - August 2008
Skills
Bloomberg, Equities, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Series 7, Fixed Income, Asset Allocation
Education
University of Michigan 2005 — 2009
BA, Economics
Oppenheimer Asset Management January 2011 - Present
Decision Economics, Inc. June 2009 - December 2010
JPMorgan June 2008 - August 2008
Skills
Bloomberg, Equities, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Series 7, Fixed Income, Asset Allocation
Education
University of Michigan 2005 — 2009
BA, Economics
Elie Gittler's JPMorgan Experience 2008 - December 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan 2008 - December 2013
Skills
Bloomberg, Derivatives, Equities, Valuation, Fixed Income, Capital Markets, Structured Products, Financial Modeling, Interest Rate..., Volatility
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics and History
J.P. Morgan January 2014 - Present
JPMorgan 2008 - December 2013
Skills
Bloomberg, Derivatives, Equities, Valuation, Fixed Income, Capital Markets, Structured Products, Financial Modeling, Interest Rate..., Volatility
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics and History
Shyla Wright's JPMorgan Experience May 2007 - October 2011
Job Marketing Senior Manager at Myers and Stauffer LC
Industry Financial Services
Experience
Myers and Stauffer LC October 2011 - Present
JPMorgan May 2007 - October 2011
JPMorgan Retirement Plan Services May 2006 - May 2007
Rockhurst University Continuing Education Center April 2004 - May 2006
Rockhurst University Continuing Education Center May 2002 - April 2004
Skills
Corporate Communications, Strategic Communications, Marketing Communications, Internal Communications, Public Speaking, Media Relations, Copywriting, Proofreading, Content Development, Creative Writing, Management, Marketing, Public Relations, Budgets, Team Leadership, Project Management, Research, Proposal Writing, Market Research, Social Media, Social Networking, Event Planning, Nonprofits, Newsletters, Editing, Email Marketing
Education
University of Missouri-Columbia 1992 — 1996
BA, English Literature
Myers and Stauffer LC October 2011 - Present
JPMorgan May 2007 - October 2011
JPMorgan Retirement Plan Services May 2006 - May 2007
Rockhurst University Continuing Education Center April 2004 - May 2006
Rockhurst University Continuing Education Center May 2002 - April 2004
Skills
Corporate Communications, Strategic Communications, Marketing Communications, Internal Communications, Public Speaking, Media Relations, Copywriting, Proofreading, Content Development, Creative Writing, Management, Marketing, Public Relations, Budgets, Team Leadership, Project Management, Research, Proposal Writing, Market Research, Social Media, Social Networking, Event Planning, Nonprofits, Newsletters, Editing, Email Marketing
Education
University of Missouri-Columbia 1992 — 1996
BA, English Literature
Tom Kamundia's JPMorgan Experience July 2007 - April 2010
Job Business Analyst II at ARIBA SAP
Industry Financial Services
Experience
SAP March 2012 - Present
JPMorgan July 2007 - April 2010
WaMu October 2006 - April 2007
Nelnet February 2005 - September 2006
Skills
Access, SQL, Visio, Microsoft SQL Server, Data Analysis, SDLC, Business Analysis, Microsoft Excel, PeopleSoft, Process Improvement, Microsoft Office, Project Management, HTML, PowerPoint, System Administration, Microsoft Word, MySQL, PHP, Customer Service, Research, Team Leadership
Education
University of North Florida 1999 — 2002
Bsc, Maths, Engineering
SAP March 2012 - Present
JPMorgan July 2007 - April 2010
WaMu October 2006 - April 2007
Nelnet February 2005 - September 2006
Skills
Access, SQL, Visio, Microsoft SQL Server, Data Analysis, SDLC, Business Analysis, Microsoft Excel, PeopleSoft, Process Improvement, Microsoft Office, Project Management, HTML, PowerPoint, System Administration, Microsoft Word, MySQL, PHP, Customer Service, Research, Team Leadership
Education
University of North Florida 1999 — 2002
Bsc, Maths, Engineering
Marshall Kitain's JPMorgan Experience November 2007 - Present
Job Executive Director and Head of Municipal Bond Credit Analysis and Investor Marketing
Industry Financial Services
Experience
JPMorgan November 2007 - Present
JPMorgan June 2004 - November 2007
Skills
Capital Markets, Investment Banking, Derivatives, Bonds, Fixed Income, Credit Analysis, Municipal Bonds
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance/Financial Instruments and Markets
University of Pennsylvania 2000 — 2004
BA, Economics, Summa Cum Laude
JPMorgan November 2007 - Present
JPMorgan June 2004 - November 2007
Skills
Capital Markets, Investment Banking, Derivatives, Bonds, Fixed Income, Credit Analysis, Municipal Bonds
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance/Financial Instruments and Markets
University of Pennsylvania 2000 — 2004
BA, Economics, Summa Cum Laude
Nelda Chang's JPMorgan Experience 2005 - 2007
Job Private equity investment professional
Industry Venture Capital & Private Equity
Experience
GCM Grosvenor August 2014 - Present
Headlands Capital Advisors, LLC September 2013 - August 2014
Baring Private Equity Asia 2012 - 2012
First Book 2009 - June 2011
American Securities Capital Partners 2007 - 2009
JPMorgan 2005 - 2007
Skills
Private Equity, Valuation, Investments, LBO, Corporate Finance, Venture Capital, Financial Modeling, Corporate Development
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, Accounting
GCM Grosvenor August 2014 - Present
Headlands Capital Advisors, LLC September 2013 - August 2014
Baring Private Equity Asia 2012 - 2012
First Book 2009 - June 2011
American Securities Capital Partners 2007 - 2009
JPMorgan 2005 - 2007
Skills
Private Equity, Valuation, Investments, LBO, Corporate Finance, Venture Capital, Financial Modeling, Corporate Development
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, Accounting
Jackson Phillips's JPMorgan Experience 2002 - 2004
Job Principal at Avista Capital Partners
Industry Venture Capital & Private Equity
Experience
Avista Capital Partners September 2009 - Present
Cherokee Investment Partners 2008 - 2008
Avista Capital Partners July 2005 - June 2007
DLJ Merchant Banking January 2005 - June 2005
JP Morgan July 2002 - December 2004
JPMorgan 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Avista Capital Partners September 2009 - Present
Cherokee Investment Partners 2008 - 2008
Avista Capital Partners July 2005 - June 2007
DLJ Merchant Banking January 2005 - June 2005
JP Morgan July 2002 - December 2004
JPMorgan 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Patrick Kidwell's JPMorgan Experience 2005 - 2012
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase 2012 - Present
JPMorgan 2005 - 2012
GMAC Commercial Mortgage 2003 - 2005
Education
University of Pennsylvania - The Wharton School
JPMorgan Chase 2012 - Present
JPMorgan 2005 - 2012
GMAC Commercial Mortgage 2003 - 2005
Education
University of Pennsylvania - The Wharton School
Stephany Lewis's JPMorgan Experience September 2007 - Present
Job Vice President & Trust Officer at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2007 - Present
Genworth Financial August 2005 - August 2007
Northern Trust 1999 - 2005
Skills
Mutual Funds, Wealth Management, Banking, Fixed Income, Financial Analysis, Portfolio Management, Asset Management, Investments, Risk Management, Finance, Securities, Financial Services, Series 7, Process Improvement
Education
University of Michigan
BBA, Finance
JPMorgan September 2007 - Present
Genworth Financial August 2005 - August 2007
Northern Trust 1999 - 2005
Skills
Mutual Funds, Wealth Management, Banking, Fixed Income, Financial Analysis, Portfolio Management, Asset Management, Investments, Risk Management, Finance, Securities, Financial Services, Series 7, Process Improvement
Education
University of Michigan
BBA, Finance
Scott Blasdell's JPMorgan Experience April 2008 - January 2014
Job Large Cap Value Portfolio Manager
Industry Investment Management
Experience
JPMorgan Chase April 2013 - Present
JPMorgan April 2008 - January 2014
JPMorgan Chase 2001 - 2008
Merrill Lynch 1997 - 1999
Skills
Equities, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Williams College 1985 — 1989
BA, Economics
JPMorgan Chase April 2013 - Present
JPMorgan April 2008 - January 2014
JPMorgan Chase 2001 - 2008
Merrill Lynch 1997 - 1999
Skills
Equities, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Williams College 1985 — 1989
BA, Economics
Shreedhara Bhat's JPMorgan Experience October 2001 - Present
Job VP
Industry Financial Services
Experience
JPMorgan October 2001 - Present
Education
University of Mysore
B.E, Electronics & Communication Engineering
JPMorgan October 2001 - Present
Education
University of Mysore
B.E, Electronics & Communication Engineering
Vicki Shammah's JPMorgan Experience May 2001 - Present
Job Mobile Services at JPMorgan Chase
Industry Banking
Experience
JPMorgan May 2001 - Present
Hillel Yeshiva 2008 - 2014
Office.com October 1999 - April 2001
Skills
Vendor Management, Process Improvement, Outsourcing, Management, Strategic Planning, Software Development, Business Analysis, Project Management, Service Delivery, SDLC, Financial Analysis, User Experience, MIS, Mobile Applications, Mobile Devices, Mobile Technology, Mobile Design, Strategy, E-commerce, PMO, Business Strategy, Marketing
Education
University of Pennsylvania 1996 — 1999
Bachelor of Arts (BA), Economics
JPMorgan May 2001 - Present
Hillel Yeshiva 2008 - 2014
Office.com October 1999 - April 2001
Skills
Vendor Management, Process Improvement, Outsourcing, Management, Strategic Planning, Software Development, Business Analysis, Project Management, Service Delivery, SDLC, Financial Analysis, User Experience, MIS, Mobile Applications, Mobile Devices, Mobile Technology, Mobile Design, Strategy, E-commerce, PMO, Business Strategy, Marketing
Education
University of Pennsylvania 1996 — 1999
Bachelor of Arts (BA), Economics
Marcus Cambray's JPMorgan Experience September 2007 - May 2009
Job Senior Manager at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets May 2010 - Present
Capco January 2010 - May 2010
BMO Capital Markets July 2009 - December 2009
JPMorgan September 2007 - May 2009
City Practitioners November 2005 - August 2007
New Zealand Government May 2001 - December 2004
Skills
FX Options, Equities, Business Analysis, Integration, Trading Systems, Derivatives, Interest Rate..., Fixed Income, Financial Markets, Project Management, Investment Banking, Financial Services, Capital Markets, Trading, Banking, Market Risk, Sybase, Swaps, Equity Derivatives
Education
University of Otago 1995 — 2000
B.Sc(Hons 1), Mathematics, Finance
Sapient Global Markets May 2010 - Present
Capco January 2010 - May 2010
BMO Capital Markets July 2009 - December 2009
JPMorgan September 2007 - May 2009
City Practitioners November 2005 - August 2007
New Zealand Government May 2001 - December 2004
Skills
FX Options, Equities, Business Analysis, Integration, Trading Systems, Derivatives, Interest Rate..., Fixed Income, Financial Markets, Project Management, Investment Banking, Financial Services, Capital Markets, Trading, Banking, Market Risk, Sybase, Swaps, Equity Derivatives
Education
University of Otago 1995 — 2000
B.Sc(Hons 1), Mathematics, Finance
Thorne Gregory's JPMorgan Experience 1994 - 2005
Job Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management January 2011 - Present
Fortress Investment Group 2007 - December 2010
JPMorgan 1994 - 2005
Education
University of North Carolina at Chapel Hill 1986 — 1990
Episcopal High School 1981 — 1985
Marathon Asset Management January 2011 - Present
Fortress Investment Group 2007 - December 2010
JPMorgan 1994 - 2005
Education
University of North Carolina at Chapel Hill 1986 — 1990
Episcopal High School 1981 — 1985
Andrew Skrilow's JPMorgan Experience June 2005 - July 2007
Job Vice President at GIC
Industry Venture Capital & Private Equity
Experience
GIC Special Investments August 2011 - Present
GE Capital June 2010 - August 2010
AEA Investors LP July 2007 - August 2009
JPMorgan June 2005 - July 2007
Skills
Due Diligence, Investments, Valuation, Portfolio Management, Corporate Finance, Investment Banking, Financial Services, LBO, Private Equity, Finance, Financial Modeling, Equities
Education
University of Chicago 2009 — 2011
MBA, Finance, Entrepreneurship and Marketing
University of Pennsylvania 2001 — 2005
BA, Major in History; Minors in Economics and Religious Studies
Rye High School 1997 — 2001
GIC Special Investments August 2011 - Present
GE Capital June 2010 - August 2010
AEA Investors LP July 2007 - August 2009
JPMorgan June 2005 - July 2007
Skills
Due Diligence, Investments, Valuation, Portfolio Management, Corporate Finance, Investment Banking, Financial Services, LBO, Private Equity, Finance, Financial Modeling, Equities
Education
University of Chicago 2009 — 2011
MBA, Finance, Entrepreneurship and Marketing
University of Pennsylvania 2001 — 2005
BA, Major in History; Minors in Economics and Religious Studies
Rye High School 1997 — 2001
Michael Viola's JPMorgan Experience July 2005 - Present
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan July 2005 - Present
Deloitte August 2004 - July 2005
Skills
Auditing, Middle Office, Risk Management, Trading
Education
Univeristy of Notre Dame 2003 — 2004
Master of Science in Accountancy, Mendoza College of Business
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
JPMorgan July 2005 - Present
Deloitte August 2004 - July 2005
Skills
Auditing, Middle Office, Risk Management, Trading
Education
Univeristy of Notre Dame 2003 — 2004
Master of Science in Accountancy, Mendoza College of Business
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS