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
J.P. Morgan November 2007 - Present
J.P.Morgan January 2004 - October 2007
PROS July 2001 - January 2004
Merrill Lynch February 2001 - June 2001
Perot Systems/TRC August 1998 - March 2001
Siemens Information Systems Ltd March 1994 - April 1997
Skills
Risk Management, Market Data, Project Management, Revenue Forecasting, J2EE Application..., SDLC, Agile Methodologies, Revenue Analysis, Integration, Oracle SQL, Quantitative Models, Regulatory Capital And..., Derivatives and..., Financial Modeling, Requirements Analysis
Education
Texas A&M University - Mays Business School 2012 — 2014
Master of Business Administration (MBA)
Indian Institute of Science 1992 — 1994
Master of Technology (MTech), Electrical and Electronics Engineering
BMS College of Engineering, Bangalore
Bachelor's degree B.E., Electrical and Electronics Engineering
Teape Training LLC January 2010 - Present
The Oxford Group 2010 - 2014
Baruch College- Continuing and Professional Studies (CAPS) January 2010 - July 2012
JPMorgan 2008 - 2010
JPMorgan Chase 2001 - 2008
Skills
Executive Coaching, Training & Development, Strategy Development, Coaching, Personal Development, Leadership Development, Instructional Design, Career Development, Mentoring, Employee Engagement, Emotional Intelligence, Training Delivery, Blended Learning, Executive Development, Strategy, Career Management, Employee Training, Training, Workshop Facilitation, Change Management, Management, Leadership, Organizational..., CRM, Management Development, Talent Management, Performance Management, 360 Feedback, Organizational..., Career Counseling, Culture Change, MBTI, Soft Skills, Onboarding, Needs Analysis, E-Learning, Learning Management, Performance Consulting, Performance Improvement, Succession Planning, Organizational Design, Personnel Management, Presentation Coaching, Psychometrics, Instructor-led Training, Organizational Learning, Adult Education, Staff Development, Facilitation, ADDIE
Education
University of Southampton 1992 — 1996
BA, Human Resources
Ingatestone Anglo European School 1981 — 1990
GCSE's and A Level's, Grades A-C
Strategic Value Group, LLC December 2011 - Present
Independent Consultant June 2006 - December 2011
Greycourt September 2005 - June 2006
Huron Consulting Group June 2003 - September 2005
JPMorgan November 2000 - September 2002
Education
University of Puget Sound 1996 — 2000
BS
The Athenian School 1992 — 1996
Wilmington Trust June 2011 - Present
M&T Bank / M&T Investment Group May 2005 - June 2011
First Commonwealth Trust Co. February 2003 - May 2005
JPMorgan 1997 - February 2003
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
MBA, Finance and Economics
Virginia Polytechnic Institute and State University 1985 — 1989
Bachelor's degree
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Gap September 2014 - Present
Gap Inc./ Gap September 2013 - September 2014
J.P.Morgan October 2011 - August 2013
UCSF January 2011 - May 2011
Senator Barbara Boxer's Office February 2010 - August 2010
Brown Brothers Harriman April 2008 - July 2009
Brown Brothers Harriman April 2006 - April 2008
Brown Brothers Harriman July 2005 - April 2006
Brown Brothers Harriman July 2004 - July 2005
Skills
Excel, Word, Problem Solving, Sustainability, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Data Analysis, Event Planning, Business Analysis, Microsoft Excel, Access, Project Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science, Business Administration
San Francisco State University 2009 — 2011
Masters, Business Administration; Sustainable Business, 3.8
Russian Direct Investment Fund September 2014 - May 2015
Russian Direct Investment Fund January 2013 - September 2014
Xenon Capital Partners June 2011 - January 2013
J.P.Morgan 2008 - 2011
Skills
Investment Banking, Emerging Markets, Financial Modeling, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University 2004 — 2007
BBA, Finance, Spanish
The Carlyle Group July 2012 - July 2014
J.P.Morgan June 2010 - June 2012
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2006 — 2010
BS
Georgetown University Villa Le Balze 2008 — 2008
Academy for the Advancement of Science and Technology 2002 — 2006
JPMorgan Chase & Co. December 2013 - Present
JPMorgan Chase August 2011 - November 2013
Chase February 2010 - August 2011
JPMorgan January 2006 - April 2010
Columbus Metropolitan Library January 2001 - January 2006
VISIT FLORIDA January 2000 - December 2000
Florida's News Channel 1998 - 2000
The Associated Press Broadcast News Center July 1996 - January 1997
The Dothan Eagle 1997 - 1997
The Associated Press July 1995 - July 1996
Education
University of South Carolina-Columbia 1992 — 1995
Bachelor of Arts (BA), Journalism
Winthrop University 1990 — 1992
Mass Communications
untapt February 2014 - Present
C12 Capital Management September 2009 - January 2014
Barclays Capital April 2006 - September 2009
JPMorgan March 1995 - April 2006
Skills
Trading Systems, Cloud Computing, Management, Electronic Trading, Hedge Funds, Trading, Investment Banking, Market Data, Options, Enterprise Architecture, Alternative Investments, Capital Markets, Leadership, Structured Products, Mobile Devices, SDLC, VBA
Education
University of Portsmouth 1990 — 1994
BSc, IT & Society
Skinners
Skinners
SPIRE Fitness February 2014 - Present
CrossFit 414 2012 - Present
Goldman Sachs August 2010 - July 2013
JPMorgan June 2005 - August 2010
Skills
Equities, Capital Markets, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equity Capital Markets, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Finance
Education
University of Southern California 2001 — 2005
Bachelor of Science (BS), Accounting
CommunityOne Bank February 2014 - Present
Jack Henry & Associates November 2013 - February 2014
Wells Fargo July 2013 - November 2013
Community One Bank April 2012 - June 2013
Wells Fargo September 2010 - March 2012
BB&T December 2009 - September 2010
BB&T December 2005 - December 2009
JPMorgan August 1998 - December 2005
Texas Department of Criminal Justice September 1994 - March 1998
Fisk Electric Company 1987 - 1991
Skills
MS Project, IT Project Management, Treasury Management, Business Analysis, Systems Analysis, Software Quality..., Change Management, System Testing, Cross-functional Team..., Management Consulting, Strategic Leadership, Mentoring, Project Execution, Project Management, SDLC, Management, PMO, Leadership, Integration, PMP
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
AIRCO Computer Learning Center 1986 — 1986
IT
EXL Service August 2012 - December 2013
EXL Service June 2011 - September 2011
EXL Service April 2010 - May 2011
J.P.Morgan June 2008 - April 2010
Fidelity Investments June 2007 - May 2008
HDFC Bank Limited July 2005 - May 2007
Shrinivas Pharmaceuticals May 2003 - June 2005
TVA & Co April 1999 - April 2002
Education
Indian Institute of Banking and Finance, India
Institute of Chartered Accountants of India (ICAI),India
Patna University
J.P.Morgan 2014 - Present
U.S. Army 2012 - 2014
U.S. Army 2010 - 2012
Lindenwood University 2008 - 2009
Standard Chartered Bank 2006 - 2007
Skills
•CAPM (PMI) •..., •Administration •..., •Quality Assurance •..., SAP/ERP, Project Management, Project Planning, Leadership, Logistics, Analysis, Business Analysis, Program Management, Business Development, Risk Management
Education
Syracuse University 2013 — 2014
Business Analysis and Project Management
University of Phoenix 2011 — 2012
Project Management
Lindenwood University 2008 — 2009
Master of Business Administration (M.B.A.)
Kenyatta University 2002 — 2006
Bachelor's Degree
PNC May 2014 - Present
PNC Financial Services March 2011 - May 2014
Novantas LLC October 2005 - March 2011
Wallace & Mackenzie, Inc. June 2001 - October 2005
J.P.Morgan June 1979 - January 2001
Skills
Financial Services, Financial Modeling, Private Equity, Strategy, Mergers, Portfolio Management, Alternative Investments, Asset Management, Asset Managment, Banking, Due Diligence, Economics, Equities, Executive Management, Finance, Financial Advisory, Investment Banking, Investments, Management, Mergers, Mutual Funds, Outsourcing, Start-ups, Strategic Planning, Valuation, Venture Capital, Wealth Management
Education
CFA Institute 1993 — 1996
CFA
Dartmouth College 1975 — 1979
B.A.
Phillips Exeter Academy 1971 — 1975
Societe Generale July 2010 - Present
Key Banc Capital Markets April 2009 - April 2010
J.P.Morgan 1992 - 2008
Shearson Lehman Hutton September 1986 - August 1992
Skills
Investment Banking, Capital Markets, Securities, Hedge Funds, Financial Services, Equities, Fixed Income, Management, Policy, Asset Management, Derivatives, FINRA
Education
New York University School of Law 1975 — 1978
J.D.
Harvard University 1970 — 1974
B.A.
Sidwell Friends School 1963 — 1970
H.S. diploma
J.P. Morgan October 2014 - Present
J.P.Morgan February 2009 - September 2014
J.P. Morgan July 2008 - January 2009
General Motors Asset Management April 1995 - July 2008
Merrill Lynch Asset Management February 1992 - April 1995
Skills
Fixed Income, Securities Lending, Investments, Mutual Funds, Investment Banking, Hedge Funds, Financial Markets, Equities, Asset Management, Alternative Investments, Securities, Capital Markets, Trading, Collateral Management, Bloomberg, Derivatives, Back Office, Swaps, Strategy, Finance, Asset Managment, Bonds, Investment Management, Sales, Sales Presentations, Marketing, Marketing Strategy, Positioning
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
J.P.Morgan June 1990 - Present
Education
University of Pennsylvania - The Wharton School 1996 — 1997
MBA, Finance
University of Michigan 1987 — 1990
BA, Economics
Morgan Stanley December 2007 - July 2012
Morgan Stanley December 2006 - November 2007
J.P. Morgan October 2004 - December 2006
J.P. Morgan April 2002 - October 2004
J.P.Morgan September 2000 - April 2002
Skills
Asset Managment, Real Estate Economics, Investments, Equities, Fixed Income, Due Diligence, Asset Management, Real Estate, Finance, Investment Properties, Equity Capital Markets, Equity Research, Valuation, Financial Modeling
Education
New York University 2009 — 2013
Master of Science, Real Estate
Hokkaido University
B.A., in Law
JP Morgan January 1984 - Present
JPMorgan Chase 1984 - Present
JPMorgan 1984 - Present
US Navy June 1978 - December 1983
Skills
Hedge Funds, Investments, Risk Management, Fixed Income, Valuation, Private Equity, Corporate Finance, Capital Markets, Investment Banking, Emerging Markets, Mergers & Acquisitions, Venture Capital, Management, Asset Management, Trading, Portfolio Management, Due Diligence, Derivatives, Equities, Financial Modeling, Financial Services, Structured Finance, Financial Structuring
Education
University of Rochester 1973 — 1978
BA/MBA, Political Science/Finance
University of Rochester - Simon Business School 1973 — 1978
BA/MBA, Political Science/Finance
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
Knowledgent December 2014 - Present
Santander 2010 - 2014
Fidelity Investments 2008 - 2009
Trillium Asset Management May 2007 - November 2007
J.P.Morgan 2005 - 2006
Investors Bank & Trust 2001 - 2005
Skills
Strategic Analysis, Competitive Analysis, Financial Analysis, Change Management, Project Management, Financial Modeling, Business Strategy, Strategy, Sustainability, Business Process..., Fundamental Analysis, IT Strategy, Cross-functional Team..., International Relations, Online Marketing, IT Transformation, IT Management, Intranet Portals, Asset Managment, Financial Reporting, Analytics, Customer Relations, Market Research, Quantitative Research, Systems Dynamics..., Portfolio Management, Consumer Insight, Bloomberg, SAS, Business Discovery, Analysis, Entrepreneurship, Management, Leadership, Business Process, Finance, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Strategy, Finance, & Innovation
Tufts University 1997 — 2001
B.A., International Relations, Economics & German Studies
Trumbull High School 1993 — 1997
Ally Financial Inc. July 2012 - Present
J.P.Morgan May 2009 - June 2012
Barrett Trade and Finance Group, LLC October 2008 - May 2009
Wireless Capital Partners October 2007 - April 2008
Merrill Lynch 2002 - 2007
Skills
Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
Central Michigan University 1998 — 2001
B.S., Psychology and Social Science
Fresco News July 2015 - September 2015
Macquarie Capital June 2014 - August 2014
J.P.Morgan May 2013 - August 2013
United States Department of Defense May 2012 - August 2012
Skills
iOS Development, Objective-C, Strategy, Entrepreneurship, Sketch 3, Portfolio Management, Financial Accounting, Bloomberg Terminal, Prezi, Finance
Education
Cornell University
Bachelor of Science (B.Sc.)
General Atlantic January 2012 - Present
J.P.Morgan 2005 - 2011
Morgan Stanley 1983 - 2005
Skills
Due Diligence, Corporate Finance, Fixed Income, Restructuring, IPO, Equities, Capital Markets, M&A experience, Valuation, Financial Modeling, Management, Investment Banking, Securities Regulation, Mergers & Acquisitions, Hedge Funds, High Yield, Venture Capital, Start-ups, Equity Capital Markets, Private Equity, Portfolio Management, Securities, Asset Management, Strategy, Entrepreneurship, Structured Finance, Investments, Financial Services, Derivatives, Finance
Education
Stanford University 1981 — 1983
MBA, Business
Duke University 1975 — 1979
BA, Economics and Political Science
Financial Services Companies 2012 - Present
J.P.Morgan 2008 - 2012
Bear Stearns & Co. 1997 - 2008
US Trust 1988 - 1995
Skills
NASD LICENSES Series 7..., Languages - Spanish, Capital Markets, Hedge Funds, Risk Management, Securities, Investments, Trading, Portfolio Management, Mutual Funds, Strategy, Finance, Financial Services, Prime Brokerage, Securities Lending, Financial Risk, Cash Management, Fixed Income
Education
Bloomfield College
Bachelor of Business Administration (B.B.A.)
Target Corporation India June 2011 - May 2013
J.P.Morgan August 2005 - April 2011
Sitel India January 2005 - August 2005
Skills
Recruiting, Human Resources, Employee Engagement, Talent Management, Talent Acquisition, Performance Management, Employee Relations, Onboarding, HR Policies, Succession Planning, Performance Appraisal, Interviews, Team Management, Process Improvement
Education
Symbiosis institute of Management Studies 2003 — 2005
PGDBM, Human Resources
Moelis & Company October 2011 - Present
Credit Suisse September 2008 - September 2011
JPMorgan June 2005 - September 2008
UBS Investment Bank September 1998 - May 2005
Skills
Renewable Energy, Investment Banking, Private Equity, Financial Modeling, Project Finance, Due Diligence, Venture Capital, Capital Markets, Structured Finance, Valuation, Financial Structuring, Corporate Finance, Equities, M&A experience, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of Rochester
BS, Electrical Engineering
J.P.Morgan July 2011 - Present
Deutsche Bank October 2008 - June 2011
Deustche Securities August 2006 - October 2008
Treehouse Digital Asset Management January 2000 - July 2006
Skills
Investments, Derivatives, Banking, Asset Management, Equities, Fixed Income, Securities, Portfolio Management, Private Equity, Hedge Funds, Financial Planning, Credit, Financial Markets, FX, Structuring, Financial Analysis, Series 7, Structured Products, Wealth Management, Risk Management, Trading, Alternative Investments, Financial Modeling, Capital Markets, Financial Structuring, Investment Banking, Strategic Financial..., Valuation
Education
CFA Institute 2000 — 2003
CFA, Financial Analyst
University of South Africa/Universiteit van Suid-Afrika 1996 — 1996
Honours, Accounting Science
University of the Witwatersrand 1990 — 1995
B. Comm, Accounting
Fifth Third Private Bank August 2012 - Present
J.P.Morgan 2005 - August 2012
Everence Financial Services January 2001 - December 2004
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Asset Allocation, Alternative Investments, Retirement Planning, Equities, Strategic Financial..., Risk Management, Asset Management, Securities, Investment Advisory, Mutual Funds, Financial Planning
Education
Goshen College 1997 — 2001
BA, Finance/Economics
Bethany Christian High School 1993 — 1997
J.P.Morgan September 2015 - Present
J.P.Morgan March 2015 - September 2015
Wipro Technologies August 2014 - March 2015
Intersys Consulting, Inc. February 2013 - July 2014
Prospect 33 2011 - 2012
JPMorgan Chase & Co. 2010 - 2011
Education
New York University 2011 — 2012
International Business
Piano School of New York City 2010 — 2011
Performance Arts
Borough of Manhattan Community College 2007 — 2009
Business Management, 3.79
ING Financial Servis / ABN July 1997 - January 2015
J.P.Morgan July 1994 - July 1997
Skills
Enterprise Storage, Enterprise Backup..., Risk Management, Hardware Architecture, Disaster Recovery, C/C++, Shell Scripting, Perl, Application Development, Powershell, Databases, Data Center Architecture, Security Management, Quality Assurance, Process Automation, Leadership, Resource Management, Project Management, Management, Vendor Relations, Networking, High Availability, Electronics, People Skills, Software Development, Software Project..., Enterprise Software, Information Risk..., Software Engineering, Unix Administration, Solaris, Linux, cics, Change Management, Unix
Education
DeVry University Phoenix, AZ 1976 — 1979
Engineer’s Degree, Electrical, Electronic and Communications Engineering Technology/Technician
Rohm Insurance Agency October 2014 - Present
International Fidelity Insurance Company June 2009 - October 2014
J.P.Morgan October 2008 - May 2009
Credit Suisse Group June 2007 - August 2007
Creative Artists Agency June 2006 - August 2006
CAA Sports (Creative Artist Agency) June 2006 - August 2006
Skills
Entrepreneur, Social Media, Underwriting, Valuation, Cash Flow, Financial Analysis, Customer Relations, Microsoft Office, Management, Marketing, Real Estate, Portfolio Management, Analysis, Insurance, Finance, Leadership, Sales, Financial Risk, Due Diligence, Risk Management, Credit, Corporate Finance, Bonds, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science; of, Business Administration; Finance; 2008
Intercom 2015 - Present
Validant 2012 - 2015
J.P.Morgan 2011 - 2012
Skills
Consulting, Pharmaceutical Industry, Investments, Pharmaceutical..., New Business Development, Screening Resumes, Excel, Asset Allocation, Leadership, Strategic Financial..., Market Research, Finance, Program Management, Portfolio Management, Strategy, Process Improvement, Microsoft Excel, Business Development, CRM, Marketing
Education
Baylor University - Hankamer School of Business
BBA, Finance/Economics
The Woodlands High School
Westlake High School
Argon Capital November 2014 - Present
Barclays Capital June 2007 - September 2013
Deutsche Bank 2004 - 2007
Deutsche Bank 2002 - 2004
J.P.Morgan 1998 - 2002
J.P. Morgan 1996 - 1997
Optimal Prepa 1994 - 1997
Education
HEC Paris 1994 — 1998
Masters Degree
Lycée Hoche 1992 — 1994
Classes Préparatoires aux Grandes Ecoles - Option Scientifique
Accredited PRINCE2 Training Organizations November 1998 - Present
Impact Strategies LLC August 1989 - Present
APM Group 2005 - 2009
PMI North American Congress 1999 - 2009
Xansa August 1998 - May 2003
JPMorgan 1984 - 1989
Time Inc. 1981 - 1984
Skills
MBA, PMP, PRINCE2 Practitioner, Change Management, PRINCE2, Project Management, Governance, Workshop Facilitation, Training, Stakeholder Management
Education
NY University Stern School of Business 1982 — 1988
MBA
University of Rochester 1962 — 1966
BA
BD June 2011 - August 2011
Vestar Capital Partners August 2008 - July 2010
J.P.Morgan June 2004 - June 2008
Federal Reserve Bank of Chicago June 2003 - August 2003
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Investments, Emerging Markets, Strategy, Corporate Development, Portfolio Management, Venture Capital, Capital Markets, Analytics, Cross-functional Team...
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Healthcare Marketing
Northwestern University 2001 — 2005
BA, Mathematical Methods in the Social Sciences; Economics and Sociology
Whitney High School 1997 — 2001
Welder Exploration & Production, Inc March 2015 - Present
South Texas Energy Partners August 2014 - December 2014
J.P.Morgan August 2012 - August 2014
J.P.Morgan July 2011 - August 2012
J.P.Morgan July 2007 - July 2011
J.P.Morgan March 2006 - August 2006
YBM - ECC February 2004 - February 2005
Stewart Title Latin America January 2003 - January 2004
Education
University of South Carolina - Darla Moore School of Business 2005 — 2007
IMBA, International Finance
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Entrepreneurship and Real Estate
J.P. Morgan April 2012 - October 2014
J.P.Morgan March 2006 - April 2012
State Street February 1994 - February 2004
Skills
Banking, CRM, Securities, Asset Management, Fixed Income, Investments, Mutual Funds, Bloomberg, Financial Services, Equities, Financial Advisory, Relationship Management, Hedge Funds, Capital Markets, Derivatives, Risk Management, Portfolio Management, Investment Banking
Education
New Jersey City University 1979 — 1984
BS, Accounting
New Jersey City University
Bachelor of Applied Science (B.A.Sc.), Accounting
J.P.Morgan 2006 - Present
BNY Mellon 2003 - 2005
RBS Coutts Bank Ltd. 1994 - 2002
National Westminster Bank 1983 - 1993
Skills
Private Banking, Asset Managment, Banking, Loans, Investments, Hedge Funds, New Business Development, High Net Worth..., Wealth Management..., Wealth Management, Investment Banking, Capital Markets, Credit Analysis, Commercial Banking, Private Equity, Credit, Corporate Finance, Risk Management, Financial Analysis, Alternative Investments
Education
Hunter college
Economics
Northwestern University - Kellogg School of Management
Finance and Financial Management Services
Vance Street Capital January 2010 - Present
JPMorgan June 2006 - November 2009
Education
University of Southern California 2003 — 2007
BS, Finance, Accounting
University of Southern California - Marshall School of Business 2003 — 2007
BS, Finance, Accounting
Harvard-Westlake School
siliconindia inc. July 2002 - September 2012
ITsquare.com October 1998 - September 2001
Merrill Lynch November 1997 - October 1998
J.P.Morgan January 1995 - September 1997
Goldman Sachs January 1994 - December 1994
Deutch Bank November 1992 - December 1993
Salomon Bros July 1989 - August 1992
Bell Labs 1986 - 1989
Skills
Outsourcing, Business Strategy, Analytics, Business Development, Cloud Computing, Online Advertising, Product Marketing, SaaS, Product Development, Venture Capital, Communications Audits, Strategic Planning, Enterprise Software, Linux, Mobile Applications
Education
Unversity of Texas at Arlington 1983 — 1986
Ph.D., Computer Science and Engineering
Case Western Reserve University 1980 — 1982
M.S., Materials Science
I.I.T. Kanpur 1975 — 1980
B.Tech, Metalurgical Engineering
Aon Hewitt April 2010 - Present
Congregation Shaare Emeth 2009 - Present
Timber's Edge March 2005 - Present
J.P.Morgan October 2006 - March 2010
CCA Strategies October 2005 - September 2006
W Alfred Hayes & Company May 2000 - September 2005
Towers Perrin June 1987 - May 2000
Skills
Pensions, Retirement, Defined Benefit, Employee Benefits, Actuarial Science, Enterprise Risk..., Executive Pay, Benchmarking, Mergers, Insurance, Management Consulting, Due Diligence, Valuation, Consulting, Leadership, Finance, Management, Risk Management, Financial Modeling, Financial Analysis, Benefits Administration, Change Management
Education
Indiana University Bloomington 1982 — 1986
BS
University of Kent 1985 — 1986
Tunkhannock School District December 2009 - Present
Hudak-O'Shea Funeral Home July 1998 - Present
JPMorgan August 1981 - March 2007
JP Morgan Chase 1989 - 2006
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA Finance, Finance
University of Scranton 1977 — 1981
B.S. Economics, Economics/Finance
Benefits 7 April 2015 - Present
The PFM Group August 2013 - March 2015
J.P.Morgan August 2011 - August 2013
JPMorgan Chase January 2007 - August 2011
JPMorgan Chase July 2005 - December 2006
Philip Morris USA June 2004 - August 2004
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Commercial Banking, Management, Analysis, Financial Services, Financial Modeling, Sales, Investments, Marketing, Cash Management, Commercial Lending, Nonprofits, Strategic Planning, Underwriting, Loans, Program Management, Credit Analysis
Education
Pepperdine University 2011 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2001 — 2005
BS with High Distinction and with Honors in Business, Major: Finance. Minor: Psychology.
Vincennes Lincoln High School 1997 — 2001
High School, General
J.P. Morgan August 2015 - Present
J.P. Morgan April 2014 - July 2015
J.P.Morgan March 2013 - March 2014
JPMorgan October 2010 - February 2013
University of Texas at Arlington September 2008 - August 2010
Sony Properties February 2007 - December 2007
HSBC October 2006 - January 2007
Skills
Bloomberg, Financial Analysis, Financial Modeling, Options, Data Analysis, Economics, Accounting, VBA, Securities, Investments, Microsoft Excel, Finance, S&P, IFRS, GAAP, Research, Statistics, Portfolio Management, Securities Market, User Acceptance Testing, Financial Accounting, Mutual Funds, Quantitative Finance, Private Equity, Valuation, AML, Sanctions, Client List Screening, OFAC, CCAR, KYC, Risk Assessment, SQL, Data Management, Compliance, Basel, Data Dictionary, Metrics Reporting, Project Management
Education
The University of Texas at Arlington 2008 — 2010
MBA, Accounting
North South University 2002 — 2006
BBA, Finance & Economics
WebMD January 2014 - October 2014
Hertz January 2012 - August 2013
J.P.Morgan February 2000 - March 2011
Orrick, Herrington & Sutcliffe LLP January 1999 - January 2000
Skills
Workshop Facilitation, Financial Analysis, Pricing Strategy, Strategic Planning, Business Strategy, Financial Modeling, Management Consulting, Operations Management, Optimization, Supply Chain Management, Budget Forecasts, Management, Strategy, Process Improvement, Forecasting, Performance Management, Project Management, Pricing, Finance, Analytics, Analysis
Education
University of California, Berkeley
BA, Psychology
Yoga Works
Moody's Corporation September 2014 - Present
Constellate, LLC October 2012 - August 2014
OKW Group, LLC October 2012 - January 2014
Citi September 2011 - October 2012
Bridgewater Associates, LP February 2011 - August 2011
J.P.Morgan September 2006 - February 2011
JPMorgan Chase April 2002 - September 2006
JPMorgan Chase April 2001 - March 2002
Chase Manhattan Bank May 1999 - April 2001
Chase Manhattan Bank February 1999 - May 1999
Skills
E-commerce, Investment Banking, Fixed Income, Trading Systems, Portfolio Management, Product Management, Enterprise Architecture, Futures, Options, Account Management, Solution Architecture, Derivatives, Electronic Trading, Risk Management, Equities, Vendor Management, PMO, Project Management, ITIL, Management, Business Analysis, Infrastructure, SDLC, Mergers & Acquisitions, Financial Services, Market Data, IT Operations, Leadership, IT Strategy, Hedge Funds, Equity Derivatives, Project Portfolio..., Capital Markets, Prime Brokerage, Low Latency, Trading, Middle Office, Financial Markets, Reference Data, Program Management, Disaster Recovery, IT Management, Process Improvement, Finance, Integration
Education
The Pennsylvania State University 1985 — 1990
B. AE., Engineering
East Brunswick High School 1982 — 1985
TIAA-CREF May 2015 - Present
J.P.Morgan January 2007 - May 2015
Credit Suisse October 2003 - November 2006
Thomson Reuters October 2000 - September 2003
Skills
Trading Systems, ITIL, Unix, Vendor Management, Solaris, Weblogic, Java Enterprise Edition, IT Strategy, Data Center, SOA, IIS, Enterprise Architecture, .NET, SDLC, Integration, IT Management, Solution Architecture, Infrastructure, Cisco Technologies, Servers, Project Management, Software Development, IT Service Management, SQL, Microsoft SQL Server, Service Delivery, Disaster Recovery, Operating Systems, Web Applications, Sybase, IT Operations, Requirements Analysis, Networking, Software Project..., Information Technology, Business Continuity, Market Data, PMO, Visio, Business Analysis, Prime Brokerage, Low Latency, Management, Requirements Gathering, WebLogic
Education
City University of New York-Baruch College 1998 — 2000
Bachelor's degree, Computer Information Systems
University of Massachusetts, Amherst 1994 — 1995
Seabreeze High School 1990 — 1994
J.P.Morgan July 2007 - Present
J.P.Morgan June 2006 - September 2006
Skills
Corporate Development, Investment Banking, Valuation, Strategy, Risk Management, Management Consulting, Mergers, Business Development, Financial Modeling, Private Equity
Education
The University of Chicago - Graduate School of Business
MBA, Finance & Economics
University of California, Los Angeles
BA, Business Economics
Nicholas Investment Partners February 2014 - Present
Life Technologies March 2009 - February 2014
Silver Point Capital January 2007 - February 2009
Tennenbaum Capital October 2005 - December 2006
Oaktree Capital August 2003 - October 2005
JPMorgan July 2001 - July 2003
Education
University of Richmond 1997 — 2001
. July 2009 - April 2011
JPMorgan Chase November 2006 - July 2009
JPMorgan 1998 - 2009
JPMorgan Chase July 2003 - November 2006
JPMorgan Chase January 2000 - June 2003
JPMorgan Chase November 1998 - January 2000
Century 21 April 1993 - November 1998
Skills
Global Custody, Problem Solving, Cash Management, Customer Service, Securities, Risk, Settlement, Banking, Process Improvement, Excel, Operations Management, Risk Management, Team Building, Coaching, Word, Microsoft Office, Change Management, Team Leadership, Lotus Notes, PowerPoint, Team Management, Reconciliation, Supervisory Skills
Education
University of Phoenix 2005 — 2006
Pending, Business Management
The Real Estate Development Institute 1991 — 1991
RE License, Real Estate Law & Contract
Bank of America January 2010 - Present
Bank of America November 2007 - Present
Bank of America May 2007 - November 2007
Bank of America August 2006 - May 2007
JPMorgan February 2003 - November 2004
JPMorgan January 2001 - February 2003
JPMorgan August 1997 - January 2001
Department of the US Air Force - Civilian Employee January 1987 - August 1997
Skills
Change Management, Vendor Management, Risk Management, Business Analysis, Strategic Planning, IT Management, Cross-functional Team..., IT Strategy, Agile Project Management, Analytics, Management Consulting, Team Building, Banking, Contract Negotiation, Process Improvement, Project Management, Training, Leadership, Management, CRM, Strategy, Customer Service, Access, Integration, Business Process..., Public Speaking, Mergers & Acquisitions, Data Analysis, Visio, New Business Development, PMP
Education
University of Phoenix 2008 — 2009
Master, Management
University of Phoenix 2007 — 2008
Bachelor of Science, Business/Management
Chase January 2013 - Present
J.P.Morgan September 2010 - Present
Hewlett-Packard July 2007 - August 2010
Hewlett Packard February 2006 - August 2007
Skills
Banking, ITIL, CRM, Service Delivery, Infrastructure..., Vendor Relationships, Mobile Banking, Business Analysis, Cash Management, Risk Management, Program Management, Financial Analysis, Software Project..., Outsourcing, Process Improvement
Education
University of Arizona, Eller College of Management 1997 — 1999
Bachelor of Science, Management Information Systems/Operations Management
University of Arizona 1990 — 1993
Bachelor of Science, Business Economics
UofP
MBA, Technical Management
JPMorgan July 2006 - Present
Irwin Union Bank 2006 - 2006
Bank of America 2003 - 2006
Skills
Capital Markets, Portfolio Management, Credit Analysis, Investment Banking, Financial Modeling, Banking, Financial Analysis, Fixed Income, Loans, Valuation, Corporate Finance, Investments, Private Equity, Equities, Due Diligence
Education
University of Southern California 1992 — 1996
BS, Finance
United Rentals Inc. 2009 - Present
Pepsico February 2003 - June 2007
IBM June 1999 - February 2003
Avon Products 1998 - 1999
United Nations April 1997 - November 1998
J.P.Morgan November 1996 - April 1997
Air Products and Chemicals April 1996 - November 1996
Ramco Systems 1992 - 1993
DCM Data Products 1990 - 1992
Skills
CRM, Java, Supply Chain, C++, Consulting, Software Project..., Enterprise Architecture, Business Intelligence, Business Analysis, ERP, Sybase, SDLC, Management, Project Management, Leadership, Team Building, Analysis, Integration, Requirements Analysis, Vendor Management, Business Process, Mobile Devices, IT Strategy, IT Management, Data Warehousing, Cross-functional Team..., Process Improvement
Education
Arizona State University 1993 — 1995
Masters
Government College of Technology 1986 — 1990
B.E.
HSS
JPMorgan June 2008 - Present
Bear Stearns Inc. Co. April 2004 - June 2008
Education
University of Science and Technology of China
Depomed, Inc. July 2011 - Present
J.P.Morgan January 2010 - July 2011
KV Pharmaceuticals 2008 - 2009
ICOS 2002 - 2007
Bristol-Myers Squibb 1989 - 2001
Wyeth Laboratories 1985 - 1989
Skills
Sales Operations, Management, Pharmaceutical Industry, Pharmaceutical Sales, Neurology, Cardiology, Managed Care, Business Planning, Oncology, Strategic Planning, Medical Devices, Diabetes, Sales, Biotechnology, Team Building, Dermatology, Leadership, Recruiting, Healthcare, Orthopedic, Product Launch, Infectious Diseases, Training, Urology, Selling, Sales Management, Strategy, Endocrinology, Sales Effectiveness, Product Development, Sales Process, Sales Force Development, Gastroenterology, Hospital Sales, Rheumatology, Pulmonology, Cross-functional Team..., Selling Skills, Market Development, Nephrology, OB/GYN
Education
DePaul University 1989 — 1994
MBA, Finance
The University of Kansas 1980 — 1985
BA, Human Biology
Goldman Sachs August 2014 - Present
Goldman Sachs June 2012 - December 2014
Goldman Sachs November 2010 - June 2012
Goldman Sachs October 2007 - November 2010
JPMorgan August 1998 - October 2007
JPMorgan August 1998 - July 1999
BNP Paribas August 1997 - August 1998
LogicaCMG October 1995 - August 1997
Skills
Trading Systems, Reference Data, Middle Office, Fixed Income, Interest Rate..., Derivatives, Equities, Back Office, Investment Banking, Credit Derivatives, Business Analysis, Banking, Risk Management, FX Options, Trading, Options
Education
University of York 1994 — 1995
M.Sc
University of South Wales 1991 — 1994
B.Sc
J.P. Morgan February 2014 - Present
JPMorgan December 2010 - January 2014
JPMorgan September 2006 - December 2010
Raymond James Financial, Inc. January 2005 - September 2006
Raymond James Financial, Inc. January 2003 - December 2004
Raymond James Financial, Inc. July 2000 - December 2002
Raymond James Financial, Inc. August 1997 - June 2000
Skills
Financial Analysis, Banking, Internal Audit, Auditing, Risk Management, Financial Risk, Securities, Fixed Income, Cash Management, Financial Services, Investment Banking, Treasury Management, Equities, Financial Modeling, Credit Risk, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Series 7, Vendor Management, Relationship Management, Project Management, Operational Risk..., Access, Operational Risk, Credit, Business Process..., Credit Cards, Capital Markets, Payments, OFAC, Treasury Services, Treasury, Financial Institutions, Back Office, Foreign Exchange, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Regulation, Syndications, ACH, FINRA, Fraud, Core Banking, Sanction, Transaction Processing, Electronic Payments, Equity Research
Education
University of South Florida 2004 — 2006
MBA, Finance, International Finance, Fraud
University of South Florida 1998 — 2000
B.S., Finance
J.P.Morgan September 2004 - Present
Education
Cornell University 1998 — 2004
JPMorgan February 2010 - Present
J.P.Morgan January 2006 - January 2010
JPMorgan Chase March 2004 - December 2005
JPMorgan Chase August 2003 - March 2004
Smith Barney June 2002 - August 2002
Mellon Financial Corporation June 2001 - August 2001
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance
University of Maryland College Park 1999 — 2003
Finance
NA
Barclays Capital March 2011 - Present
Bank of America October 2009 - March 2011
Mosaic Financial Markets October 2008 - October 2009
JPMorgan 1992 - 2008
Chase Manhattan Bank 1987 - 1992
Education
University of Rhode Island - College of Business Administration 1983 — 1987
J.P.Morgan 1996 - Present
Bankers Trust Company New York 1986 - 1996
Dime Community Bancshares 1985 - 1986
BBS Securities Inc. 1984 - 1985
Trans World Airlines 1978 - 1984
Skills
Relationship Management, Global Custody, Fixed Income, Investment Management, Middle Office, Equities, Wealth Management, Series 7, Financial Risk, Bloomberg, Prime Brokerage, FX Options, Settlement, Series 63, Bonds, Back Office, Finance, Financial Markets
Education
Lafayette College 1974 — 1978
BA
Silver Point Capital May 2011 - Present
RBS Global Banking & Markets March 2010 - June 2011
JPMorgan 2004 - 2010
JPMorgan Chase Bank 2004 - 2010
Education
University of Scranton 1993 — 1997
J.P. Morgan January 2013 - July 2013
J.P. Morgan 2011 - 2013
J.P.Morgan 2009 - 2011
J.P. Morgan 2003 - 2008
J.P. Morgan 1995 - 2002
Skills
Business Development, Strategic Planning, Reporting & Analysis, Competitive Analysis, Risk Management, Revenue Forecasting, Revenue Recognition, Revenue Cycle Management, Department Budgeting, Vendor Management, Internal Audit, Public Relations, Marketing Strategy, Corporate Events, Office Management, Business Resilience, Business Restructures, Inventory Management, Trend Analysis, Credentials, Internal Communications, Team Management, MIS, Headcount Management, Market Data, Knowledge Management, Market Research, Client Development, Business Relationship..., Administrative Work, Business Analysis..., Data Analysis, Pipeline Management, Financial Analysis, Private Equity, Mergers & Acquisitions, Due Diligence, Finance, Corporate Finance, Forecasting, Capital Markets, Business Strategy, Valuation, Financial Modeling, Management, Investment Banking, Financial Reporting, Strategy, CRM, Analytics
Education
Adelphi University
Business Administration and Management, General
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
Merrill Lynch May 2013 - Present
J.P.Morgan January 2000 - May 2013
PRT Barbados 1997 - 1999
Citibank, India 1992 - 1997
ITC Infotech 1991 - 1992
Skills
Investment Banking, Prime Brokerage, Vendor Management, Derivatives, Capital Markets, Banking
Education
XLRI Jamshedpur 1989 — 1991
Jadavpur University 1984 — 1988
BE, Computer Sc. & Engineering
J.P. Morgan February 2010 - Present
BizRoots, Inc. 2009 - Present
Colony Capital June 2008 - February 2010
Bear Stearns July 2007 - June 2008
JPMorgan May 2006 - August 2006
TCW January 2006 - May 2006
Deutsche Bank June 2005 - August 2005
Skills
Bloomberg, Investment Banking, Private Equity, Financial Modeling, Mergers & Acquisitions, Business Strategy, Valuation, Equities, Asset Management, Portfolio Management, Corporate Development, Investments, Due Diligence, Capital Markets, Emerging Markets, Strategy, Venture Capital, Corporate Finance, Entrepreneurship, Alternative Investments, Financial Analysis, Business Valuation, Restructuring, Hedge Funds, Leveraged Finance, M&A experience, Structured Finance, Financial Structuring, Acquisitions, Equity Research, Investor Relations
Education
University of Southern California 2003 — 2007
B.S. in B.A., Finance, Entrepreneurship
University of Southern California - Marshall School of Business 2003 — 2007
Woodbridge High School
EdgeMAC August 2008 - Present
Risk Management Group October 2006 - July 2008
The Bohan Group August 2005 - September 2006
JPMorgan August 2004 - August 2005
Clayton 2000 - 2004
Education
University of Southern California 1981 — 1985
B.A., Broadcast Journalism
GAIN Capital March 2015 - Present
Alpari, LLC October 2012 - March 2015
Merrill Lynch May 2011 - October 2012
J.P.Morgan May 2010 - April 2011
Education
Colby College
Milton Academy
J.P. Morgan May 2011 - May 2014
J.P. Morgan August 2009 - April 2011
J.P.Morgan November 2004 - August 2009
Ernst & Young December 2002 - November 2004
IBM May 2001 - November 2002
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Financial Reporting, Derivatives, Internal Controls, Fixed Income, IFRS, Auditing, Accounting, Due Diligence, Risk Management, Banking, Finance, Bloomberg, Financial Risk, Investments
Education
Universidad del CEMA 2007 — 2008
Master in Finance, Finance
Universidad de Buenos Aires 1998 — 2002
Contador Publico
J.P.Morgan February 1997 - Present
Wells Rich Greene BDDP September 1982 - June 1995
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance and Accounting
Stanford University 1979 — 1982
BA, Economics
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank 2009 - 2010
JPMorgan February 1997 - May 2008
The Bank of New York April 1993 - February 1997
HSBC April 1984 - April 1993
Skills
Leveraged Finance, Banking, Finance, Insurance, Capital Markets, Investment Banking, Fixed Income, Credit Risk, Derivatives, Structured Finance, Hedge Funds, Equities, Corporate Finance, Financial Structuring, Securitization, Credit Analysis, Credit, Financial Institutions, Portfolio Management, Financial Modeling, Syndications, Valuation, Risk Management, Commercial Banking, Funding, Securities
Education
University of Pittsburgh
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
J.P.Morgan October 2005 - Present
JPMorgan Chase August 2004 - October 2005
Education
Robert Morris University 1996 — 2000
JPMorgan Asset Management 2007 - Present
JPMorgan 2004 - Present
JP Morgan February 2004 - May 2007
Education
University of Rochester 1991 — 1995
JPMorganChase November 1996 - Present
JPMORGAN CHASE BANK 1996 - Present
Chase Home Finance 2006 - December 2012
JPMorgan 2009 - August 2010
JPMorgan Chase 2009 - August 2010
Skills
Business Process, Requirements Gathering, Business Process..., Business Intelligence, Project Management, Vendor Management, SharePoint, Requirements Analysis, Program Management, Team Leadership, Analysis, Financial Services, User Acceptance Testing, Access, Data Warehousing, Process Improvement, Business Analysis, Leadership, Management, Team Management, Change Management, Cross-functional Team..., Database Design, Testing, Software Documentation, Cognos, Call Centers, Quality Assurance, Crystal Reports, Strategy, Business Requirements, Software Project..., Resource Management, Portfolio Management, SDLC, Integration, MS Project, Visual Basic, Databases, ETL, SSRS, Agile Methodologies, SQL, PMP, Data Analysis, Financial Analysis, Outsourcing, Data Modeling, PMO, CRM
Education
LaSalle University Philadelphia, PA
University of Phoenix
J.P.Morgan March 2008 - Present
Bear Stearns November 1999 - March 2008
SIAC October 1997 - November 1999
CDS January 1997 - October 1997
Education
Pace University 1994 — 1998
Guy Carpenter July 2012 - Present
Provenir September 2009 - July 2012
Provenir March 2007 - August 2009
Helios & Matheson North America December 2005 - March 2007
The A Consulting Team December 2005 - January 2007
Satyam Computer Services December 2004 - November 2005
J.P.Morgan Chase May 2001 - November 2004
J.P.Morgan May 2000 - May 2001
AIG April 1998 - April 2000
GE Appliances January 1997 - March 1998
Skills
Enterprise Architecture, Solution Architecture, Software Design, SDLC, SOA, Java Enterprise Edition, Core Java, BPM, Integration, Software Project..., Project Planning, Requirements Analysis, Business Analysis, XML, RDBMS
Education
New Jersey Institute of Technology
MS, IS
University of Mumbai
B.E., Electronics Engineering
Parle Tilak Vidyalaya
SSC, High school
Bain & Company 2011 - July 2012
Bain & Company August 2010 - July 2011
J.P.Morgan July 2008 - June 2010
JP Morgan June 2007 - July 2007
Another Planet Entertainment June 2006 - September 2006
Skills
Growth Strategies, Market Entry, Business Strategy, Valuation, Financial Modeling, Analysis
Education
Columbia University College of Physicians and Surgeons 2015 — 2019
Doctor of Medicine (M.D.)
Columbia University in the City of New York 2013 — 2015
Premedical Studies
University of Chicago 2004 — 2008
BA, Economics
JPMorgan June 2008 - Present
Bear Stearns/Primary Insight, LLC August 2007 - June 2008
Education
University of South Carolina School of Law 2004 — 2006
JD
Washington and Lee University 1999 — 2003
BA, Journalism
Fundtech April 2010 - Present
J.P.Morgan February 2009 - April 2010
Citi Global Services (TCS eserve now) June 2005 - January 2009
Skills
User Acceptance Testing, Test Management, Quality Center, System Testing, Requirements Analysis, Manual Testing, Defect Tracking, Requirements Gathering, Quality Assurance, Regression Testing, SWIFT payments, SDLC, Test Planning, Software Quality..., SQL, Testing, Test Automation, Test Strategy, QTP, Banking, SoapUI, ISO20022 Payments, Test Preparation, Test Execution, Test Estimation, End-to-end Testing, End User Training, Global PayPlus, Corporate Training, HP Quality Center
Education
Bharda New High School
Elphinstone College Of Mumbai
Bachelor of Commerce (B.Com.), Business/Commerce, General
Jamnalal Bajaj Institute of Management Studies
MIM, Information Technology
NIIT
Fannie Mae 2012 - Present
Barclays Capital September 2008 - November 2012
Lehman Brothers April 2005 - September 2008
JPMorgan 2000 - 2005
Citibank April 1997 - 2000
Skills
Fixed Income, Bonds, Derivatives, Trading, Emerging Markets
Education
University of Rochester
B.S, Physics
State Street Bank August 1998 - January 2013
State Street Corporation August 1998 - January 2013
JPMorgan 1992 - 1996
Skills
Fixed Income, Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Bloomberg, Derivatives, Asset Management, Hedge Funds, Corporate Actions, Middle Office
Education
University of Rhode Island 1992 — 1998
Bachelor of Arts (B.A.), Economics
J.P.Morgan February 2002 - Present
Skills
Fixed Income, Quantitative Finance
Education
Massachusetts Institute of Technology 1991 — 1998
Ph.D., Mathematics
University of Bucharest 1987 — 1991
M.S., Mathematics
164
Liceul Nicolae Balcescu
JPMorgan November 2005 - Present
State Street Bank December 1992 - November 2005
KPMG Peat Marwick 1991 - 1992
Skills
Compliance, Fixed Income, Securities, Treasury Services, Asset Management, Banking, Bloomberg, Capital Markets, Cash Management, Derivatives, Equities, FX Options, Financial Reporting, Financial Risk, Financial Services, Fund Accounting, Fund Administration, Hedge Funds, Internal Controls, Investments, Loans, Mutual Funds, Portfolio Management, Risk Management, Swaps
Education
University of Rhode Island - College of Business Administration 1986 — 1991
B.S., Accounting
J.P.Morgan May 2014 - Present
JPMorgan Chase January 2012 - April 2014
Shapiro, Fishman & Gache, LLP July 2010 - July 2011
Agora, Inc. May 2008 - February 2009
Allied Mortgage Group, Inc. May 2006 - November 2007
Home123/New Century (Formly RBC Mortgage) January 2005 - April 2006
HFC (a Member of HSBC Group) January 2004 - December 2004
Dragonfly Sushi & Sake Company, Inc. September 2000 - December 2003
Skills
AML, KYC, OFAC, Interpretation of laws,..., Quality Control, Compliance, Financial Services, Investigative Research, Leadership, Problem Solving, Operations Management, Coaching, Risk Management, Financial Analysis, Data Analysis, Time Management, Interpersonal..., Microsoft Excel, Marketing, Mortgage Underwriting, Mortgage Banking, FHA, Refinance, Customer Service, Training, Funding, Microsoft Word, Hospitality, Dreamweaver, LPS, PowerPoint, Outlook, Online Marketing, Legal Assistance, Budgets
Education
University of Florida 2000 — 2003
B.S. in Psychology, Cognitive Psychology, Behavioral Psychology, Statistics, Marketing, Management, Finance, Accounting
JPMorgan Chase & Co. February 2015 - Present
J.P.Morgan March 1999 - Present
Skills
Fund Accounting, Risk, Process Engineering, Six Sigma, Service Organization..., Project and Program..., Transfer Agency, Hedge Funds, Private Equity, Sub Custody, Operational Control, Derivatives
Education
University of KwaZulu-Natal 1992 — 1994
Bachelor of Laws (LLB), Law
University of KwaZulu-Natal 1984 — 1989
Bachelor of Arts (B.A.), Law and Politics
Citi Group May 2006 - Present
J.P.Morgan February 2001 - May 2006
Fleet Securities June 1998 - February 2001
DMR Trecom - Consulting Firm June 1993 - May 1998
Education
Birla Institute of Technology and Science, Pilani
Masters, Computer Science
Delhi University
Bachelors, Mathematics
Indian Statistical Institute
Masters, Statistics
J.P.Morgan September 2011 - Present
Georgia Institute of Technology August 2008 - August 2011
Education
Georgia Institute of Technology 2008 — 2014
Doctor of Philosophy (Ph.D.), Industrial Engineering
Georgia Institute of Technology 2006 — 2008
Master's Degree, Operations Research
Nanjing University 2002 — 2006
B.S, Mathematics
Wells Fargo February 2014 - Present
JPMorgan Chase May 2007 - Present
JPMorgan May 2006 - May 2007
Bank of America May 2002 - February 2006
Skills
Business Analysis, Process Improvement, SharePoint, PeopleSoft, Project Management, Management, Requirements Gathering, Analysis, Marketing, Business Process, Banking, Credit Risk, Business Requirements, Lotus Notes, Adobe Acrobat, Peregrine, AS400 system, Risk Management, Relationship Management, Data Analysis, SDLC, Cross-functional Team..., Vendor Management, Fashion, Creation Of Training..., Create Client Surveys, Gather Metrics / Track..., Forecasting, Microsoft Word, Excel,..., Work Request Management..., Business Information..., Vignette Management..., Sales Associate..., Wardrobe Analysis, Salesforce Administrator, Workforce, Online Recruiting (OLR), Customer Service
Education
University of Phoenix
Bachelor's degree, Business Management
JPMorgan August 2009 - Present
J.P. Morgan / Morgan Guaranty Trust Company of New York 1990 - Present
Barclays Capital 2006 - 2009
Bank of America 2001 - 2006
Education
University of Scranton 1979 — 1983
BS, Accounting
J.P. Morgan February 2011 - Present
J.P.Morgan July 2007 - January 2011
J&B Software August 2003 - June 2007
Bluechip Infoway August 1999 - 2003
Education
Bharathidasan University 2000 — 2003
MCA
Merrill Lynch Commodities, Inc. May 2013 - Present
J.P.Morgan June 1992 - May 2013
Skills
Investment Banking, Capital Markets, Asset Management, Alternative Investments, Commodity Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Hedging, Investment Management, Investments, Options, Private Equity, Securities, Trading, Valuation
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), With honors
J.P.Morgan August 2010 - Present
Markit 2009 - 2010
Merrill Lynch March 2006 - August 2009
Johns Hopkins University 2002 - 2003
Skills
Quantitative Finance, FX Options, Derivatives, Quantitative Analytics, Monte Carlo Simulation, Financial Engineering
Education
Johannes Gutenberg University Mainz 1992 — 1996
PhD, Physics
University of Bucharest
Saiers Capital, LLC (Manager of the Alphabet Funds) March 2011 - Present
J.P.Morgan June 2007 - March 2011
Education
Massachusetts Institute of Technology 2002 — 2007
Ph.D., Mathematics in Probability and Stochastic Analysis
University of Science and Technology of China 1999 — 2002
MS, Mathematics in Differential Geometry
University of Science and Technology of China 1995 — 1999
Bachelor, Mathematics
J.P.Morgan 2007 - Present
Credit Suisse 2000 - 2007
The Ohio State University 1996 - 1997
Institute for Advanced Study 1995 - 1996
Skills
Python, C++, Numerical...
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MA, Finance
University of Minnesota-Twin Cities 1989 — 1995
PhD, Mathematics
Indian Institute of Technology, Kanpur 1984 — 1989
MSc, Mathematics
St. Michael's High School, Patna 1975 — 1984
10+2
Self 2008 - Present
J.P.Morgan 1975 - 2004
Various school districts, Winamac, IN and Glendale Hts., IL 1971 - 1974
Skills
Higher Education, Customer Service, Team Building, Strategic Planning, Editing, Nonprofits, Social Networking, Marketing, Budgets, Project Management, Marketing Strategy, Public Speaking, Social Media, Series 7, Social Media Marketing, Marketing Communications, Series 63, Banking
Education
Village Art School 2008 — 2012
Indiana State University 1967 — 1971
BS, Education
Indiana State University 1967 — 1971
Bachelor of Science (BS), Education
J.P.Morgan August 1995 - Present
Education
Indian Institute Of Technology
MS, Computer Science
J.P.Morgan December 1996 - Present
Lehman Brothers June 1992 - December 1996
Skills
Asset Management, Fixed Income, Bloomberg, Capital Markets, Securities
Education
Fordham University - Graduate School of Business Administration 1981 — 1983
Master of Business Administration (MBA), Finance, General, Unfortunately
Boston College 1974 — 1978
BA, Poli Sci/Econ
Wells Fargo July 2013 - Present
J.P.Morgan April 2010 - July 2013
UBS October 2003 - April 2010
JPMorgan Chase 1987 - October 2003
Skills
Corporate Finance, Loans, Hedge Funds, Capital
Education
University of Notre Dame
BA, Business - Finance
PKC Kuebler, APC January 2013 - Present
MetLife July 2009 - December 2012
J.P.Morgan September 2007 - November 2008
BDO Seidman, LLP January 2007 - June 2007
BDO Spencer Steward South Africa March 2004 - December 2006
International Colleges Group South Africa January 2002 - January 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Budgets, Cash Flow Forecasting, Assurance, Financial Analysis, Accounting
Education
University of KwaZulu-Natal / University of Natal 2003 — 2003
Bachelor of Commerce (B.Com.), Honours
University of KwaZulu-Natal / University of Natal 2002 — 2002
Bachelor of Commerce (B.Com.), Accounting
JPMorgan April 2008 - Present
Skills
Succession Planning, Talent Management, Performance Management, Employee Relations, Onboarding, Change Management, Talent Acquisition, Employee Engagement, Technical Recruiting, Recruiting
Education
University of Phoenix
Associates, Business
J.P.Morgan March 2008 - Present
Money Concepts Capital Corporation 2005 - 2008
Prudential Arizona Properties/Keller Williams 2005 - 2008
Salt River High School (PIMA Reservation) 2005 - 2005
Executive Concierge, Inc 2000 - 2005
Negril & Lucea Vision Centers, Optical Closeouts.com 1995 - 2000
JPMorgan Chase & Co. 1989 - 1996
Education
Central Connecticut State University
Bachelor of Science (BS), Special Education and Teaching
Noble Group May 2014 - Present
J.P. Morgan February 2012 - March 2014
J.P. Morgan February 2009 - January 2012
J.P. Morgan July 2008 - January 2009
J.P.Morgan September 2006 - July 2008
Skills
Derivatives, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
J.P.Morgan December 2006 - Present
J.P. Morgan October 2001 - December 2006
J.P. Morgan December 1999 - October 2001
UMB Bank December 1984 - December 1999
Mercer January 1991 - December 1994
Towers Watson January 1983 - December 1991
Skills
Actuarial Science, Mutual Funds, Asset Management
Education
Keller Graduate School of Management of DeVry University 1996 — 2001
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Pittsburg State University 1978 — 1982
Bachelors, Mathematics
J.P.Morgan May 2012 - November 2012
J.P. Morgan October 2011 - May 2012
University at Albany August 2009 - May 2011
Skills
Data Analysis, Research, Analysis, Banner, Bill on Demand, Microsoft Excel, Helpdesk, Customer Service, PowerPoint, Software Documentation, Policy, Community Outreach, Management, Microsoft Word, Nonprofits
Education
State University of New York at Albany 2009 — 2012
Master of Arts (M.A.)
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.)
Wells Fargo Home Mortgage March 2015 - Present
J.P. Morgan March 2014 - March 2015
J.P.Morgan May 2010 - March 2014
HSBC February 1998 - May 2010
Skills
Underwriting, Mortgage Lending, Loans, Credit Risk, Management, Loan Origination, Analysis, Banking, Credit Analysis, Financial Risk, Mortgage Underwriting, Sales, Strategic Planning, Credit, Mortgage Banking
Education
North Park University 2007 — 2009
Master of Business Administration (M.B.A.), Certificate of Finance, 3.81
University of Illinois at Chicago 1990 — 1997
Bachelor of Arts (B.A.), Criminal Justice and Political Science
JPMorgan PrincipalBanc of America Securities1997 - 2007
Education
University of Southern California
Chain.com March 2015 - March 2015
J.P.Morgan June 2014 - August 2014
Johnson Graduate School of Management at Cornell University May 2013 - June 2014
Cornell University December 2012 - August 2013
Skills
Computer Science, Python, Linux, Unix Shell Scripting, C, C++, Distributed Systems, Network Architecture, MySQL, Git, LaTeX, Java, Go
Education
Cornell University 2011 — 2015
Computer Science
J.P.Morgan November 1990 - Present
Education
Harvard University 1981 — 1985
Bachelor's degree, Economics
J.P.Morgan April 1997 - Present
Education
University of Houston-Downtown
J.P.Morgan August 2013 - Present
Education
Long Island University, Brooklyn Campus 2013 — 2017
JPMorgan March 2010 - March 2014
Bear Stearns May 2000 - March 2010
Citi January 1998 - May 2000
Salomon Brothers June 1995 - January 1998
United States Marine Corps July 1978 - July 1982
Skills
Financial Services, Equities, Fixed Income, Investment Banking, Trading, Trading Systems, Anti Money Laundering, Mutual Funds, Customer Service, Electronic Trading, Management, Options, Derivatives, Microsoft Office, Back Office, Prime Brokerage, Broker-Dealer, Asset Management, Technical Support, Bloomberg, Registered Investment..., KYC, Leadership, AML, Microsoft Excel, Microsoft Word, OFAC, Settlement, Salesforce.com, Bank Secrecy Act, USA PATRIOT Act, Global Custody, Quality Assurance, Market Data, Foreign Exchange, IBM AS/400, Training, Financial Analysis, Research, Operations Management
Education
University of South Florida
Bachelor of Arts (BA), Finance, General
Hillsborough Community College
Associate of Science (A.S.), Fire Prevention and Safety Technology/Technician