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
Jarom Dilworth Jarom Dilworth's JPMorgan Experience August 2010 - December 2010
Job Sr. Business Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2015 - Present
Kimberly-Clark June 2014 - August 2014
Goldman Sachs July 2011 - July 2013
Brigham Young University - Bernell K. Stone December 2010 - May 2011
JPMorgan August 2010 - December 2010
Skills
Valuation, Microsoft Excel, Bloomberg, Financial Modeling, Financial Analysis, VBA, Accounting, Data Analysis, Statistics, Investments, Financial Statement..., PowerPoint, Finance, Research, Financial Reporting, Strategic Financial..., Leadership, Microsoft Office, Analysis, Business Strategy, Equities, Equity Research, Corporate Finance, Financial Forecasting, Financial Risk, Time Management, Investment Banking
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2005 — 2011
Capital One June 2015 - Present
Kimberly-Clark June 2014 - August 2014
Goldman Sachs July 2011 - July 2013
Brigham Young University - Bernell K. Stone December 2010 - May 2011
JPMorgan August 2010 - December 2010
Skills
Valuation, Microsoft Excel, Bloomberg, Financial Modeling, Financial Analysis, VBA, Accounting, Data Analysis, Statistics, Investments, Financial Statement..., PowerPoint, Finance, Research, Financial Reporting, Strategic Financial..., Leadership, Microsoft Office, Analysis, Business Strategy, Equities, Equity Research, Corporate Finance, Financial Forecasting, Financial Risk, Time Management, Investment Banking
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2005 — 2011
Jennifer Zambri Jennifer Zambri's JPMorgan Experience August 1995 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan August 1995 - Present
Skills
Investment Banking, Financial Structuring, Syndications, Financial Institutions, Capital Markets, Private Equity, Financial Modeling, Corporate Finance, Valuation, Asset Managment
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Bryn Mawr College 1991 — 1995
BA, English Major
JPMorgan August 1995 - Present
Skills
Investment Banking, Financial Structuring, Syndications, Financial Institutions, Capital Markets, Private Equity, Financial Modeling, Corporate Finance, Valuation, Asset Managment
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Bryn Mawr College 1991 — 1995
BA, English Major
Robert Patton Robert Patton's JPMorgan Experience 2005 - 2006
Job Managing Director for SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group May 2009 - Present
A.G. Edwards July 2006 - May 2009
JPMorgan 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory
Education
California State University-Chico 1988 — 1993
SageView Advisory Group May 2009 - Present
A.G. Edwards July 2006 - May 2009
JPMorgan 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory
Education
California State University-Chico 1988 — 1993
Carmen Brey-Hooker Carmen Brey-Hooker's JPMorgan Experience September 2015 - Present
Job Credit Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan September 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan ChaseHL CD March 2012 - July 2013
JPMorgan Chase January 2011 - March 2012
J & C Sales, LLC January 2005 - January 2011
Banner Desert Hospital January 2000 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, Software Documentation, Highly personable, Determination, Mortgage Banking, Refinance, Peer Mentoring, Detailed Organization, Customer Satisfaction, Negotiation, Reports, Data Entry, Purchasing, Credit, Compliance, Leadership, PowerPoint, Microsoft Office, Retail, Residential Mortgages, Mortgage Underwriting, Loans, Mortgage Lending, Investments, Banking, CRM, Sales, Home Equity Loans, Loan Origination, FHA financing, Government Loans, Home Equity Lines of..., USDA, Finance, Lines Of Credit, Small Business Lending, Consumer Lending, Credit Analysis, Cross Selling, Credit Risk, Cash Flow Lending, Wholesale Lending
Education
Central Arizona College
JPMorgan September 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan ChaseHL CD March 2012 - July 2013
JPMorgan Chase January 2011 - March 2012
J & C Sales, LLC January 2005 - January 2011
Banner Desert Hospital January 2000 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, Software Documentation, Highly personable, Determination, Mortgage Banking, Refinance, Peer Mentoring, Detailed Organization, Customer Satisfaction, Negotiation, Reports, Data Entry, Purchasing, Credit, Compliance, Leadership, PowerPoint, Microsoft Office, Retail, Residential Mortgages, Mortgage Underwriting, Loans, Mortgage Lending, Investments, Banking, CRM, Sales, Home Equity Loans, Loan Origination, FHA financing, Government Loans, Home Equity Lines of..., USDA, Finance, Lines Of Credit, Small Business Lending, Consumer Lending, Credit Analysis, Cross Selling, Credit Risk, Cash Flow Lending, Wholesale Lending
Education
Central Arizona College
Dmitry Pugachevsky Dmitry Pugachevsky's JPMorgan Experience June 2008 - March 2011
Job Head of Research at Quantifi
Industry Investment Banking
Experience
Quantifi, Inc. 2011 - Present
JPMorgan June 2008 - March 2011
Bear Stearns July 2001 - May 2008
Deutsche Bank June 1999 - June 2001
Bankers Trust September 1993 - June 1999
Skills
Credit Derivatives, Credit Risk, CVA, Monte Carlo Simulation, Basel III, wrong-way risk, FVA, cross-asset analytics, Credit, Counterparty Risk, Derivatives, Quantitative Analytics, Fixed Income, FX Options, Equity Derivatives, Interest Rate..., Analytics, Structured Products, Quantitative Investing, Quantitative Finance, Market Risk
Education
Carnegie Mellon University 1989 — 1993
Ph. D., Applied Math
Quantifi, Inc. 2011 - Present
JPMorgan June 2008 - March 2011
Bear Stearns July 2001 - May 2008
Deutsche Bank June 1999 - June 2001
Bankers Trust September 1993 - June 1999
Skills
Credit Derivatives, Credit Risk, CVA, Monte Carlo Simulation, Basel III, wrong-way risk, FVA, cross-asset analytics, Credit, Counterparty Risk, Derivatives, Quantitative Analytics, Fixed Income, FX Options, Equity Derivatives, Interest Rate..., Analytics, Structured Products, Quantitative Investing, Quantitative Finance, Market Risk
Education
Carnegie Mellon University 1989 — 1993
Ph. D., Applied Math
Daniel Yoon Daniel Yoon's JPMorgan Experience August 2004 - August 2010
Job Payments at Tapingo
Industry Internet
Experience
Tapingo March 2014 - Present
Thousand Markets November 2011 - April 2013
ISI Group September 2010 - October 2011
JPMorgan August 2004 - August 2010
Skills
Investment Banking, Objective-C, Equity Research, iOS development, Ruby on Rails, CSS, HTML, C++, Java, Python, Strategy, Venture Capital, Management, Financial Analysis, Start-ups, Capital Markets, Bloomberg, Financial Modeling, Valuation, Perl, Equities, Finance
Education
Stanford University Graduate School of Business 2012 — 2013
Global Innovation Program
Massachusetts Institute of Technology 2003 — 2004
Special Student Program
Brown University 2000 — 2004
ScB, Engineering
Tapingo March 2014 - Present
Thousand Markets November 2011 - April 2013
ISI Group September 2010 - October 2011
JPMorgan August 2004 - August 2010
Skills
Investment Banking, Objective-C, Equity Research, iOS development, Ruby on Rails, CSS, HTML, C++, Java, Python, Strategy, Venture Capital, Management, Financial Analysis, Start-ups, Capital Markets, Bloomberg, Financial Modeling, Valuation, Perl, Equities, Finance
Education
Stanford University Graduate School of Business 2012 — 2013
Global Innovation Program
Massachusetts Institute of Technology 2003 — 2004
Special Student Program
Brown University 2000 — 2004
ScB, Engineering
Jack Rose, MBA, PMP Jack Rose, MBA, PMP's JPMorgan Experience 2003 - 2008
Job Executive Director Web Center at Loma Linda University Health
Industry Hospital & Health Care
Experience
Loma Linda University Health May 2013 - Present
Loma Linda University Medical Center August 2010 - May 2013
Old National Bank August 2008 - August 2010
JPMorgan 2003 - 2008
State of Ohio - OAKS Project 2000 - 2003
Bank One 1997 - 2000
Skills
Healthcare Information..., Process Improvement, Social Media, Leadership, EMR, Project Planning, Strategic Planning, Risk Management, PMO, Marketing, Vendor Management, Public Relations, Project Management, EHR, HIPAA, Program Management, Team Building, SDLC, Visio, Change Management, Business Process..., Data Analysis, PMP, SharePoint, IT Strategy, Analysis, Business Analysis, Software Documentation, Team Leadership, Budgets, Requirements Analysis, Management Consulting, Management
Education
Wayne State University
M.B.A., Finance
Central Michigan University 1979 — 1983
B.S.B.A., Finance, Economics
Loma Linda University Health May 2013 - Present
Loma Linda University Medical Center August 2010 - May 2013
Old National Bank August 2008 - August 2010
JPMorgan 2003 - 2008
State of Ohio - OAKS Project 2000 - 2003
Bank One 1997 - 2000
Skills
Healthcare Information..., Process Improvement, Social Media, Leadership, EMR, Project Planning, Strategic Planning, Risk Management, PMO, Marketing, Vendor Management, Public Relations, Project Management, EHR, HIPAA, Program Management, Team Building, SDLC, Visio, Change Management, Business Process..., Data Analysis, PMP, SharePoint, IT Strategy, Analysis, Business Analysis, Software Documentation, Team Leadership, Budgets, Requirements Analysis, Management Consulting, Management
Education
Wayne State University
M.B.A., Finance
Central Michigan University 1979 — 1983
B.S.B.A., Finance, Economics
Anastasia Fischer Anastasia Fischer's JPMorgan Experience September 2003 - February 2004
Job Senior Customer Experience Consultant :: UX Strategy, Design, and Digital Product Development
Industry Information Technology and Services
Experience
Consulting May 1994 - Present
Wolters Kluwer Law & Business May 2013 - January 2015
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase May 2008 - May 2009
Village Soup Knight Foundation January 2007 - June 2008
Unum June 2004 - May 2008
SunLife IFMG June 2006 - June 2007
JPMorgan Chase February 2002 - June 2007
JPMorgan September 2003 - February 2004
Wells Fargo Bank January 1993 - November 2000
Skills
Customer Experience, User-centered Design, eCommerce, Strategic Planning, Creative Direction, Team Leadership, Creative Strategy, User Experience, Mobile Applications, Responsive Design, Process Engineering, Design Leadership, User Interface Design, Usability Testing, Usability, Interaction Design, Heuristic Evaluation, User Interface, Axure, Design Specifications, Photoshop, OmniGraffle, Banking, Graphic Design, Insurance, Photography, Strategic Thinking, Intranets, B2B, Front-end Requirements, Workflow Design, Social Networking Sites, B2C, Financial Software, Medical Software, Balsamiq, Portuguese, English, French, B2B eCommerce, Digital Design, Online Transactions, UX, CE, UI, Knowledge Management, User Centered Design, Engineering, CSS, Information Architecture
Education
Center for Electronic Art 1990 — 1992
Graduate Program
New York Studio School 1985 — 1988
Painting, Design, & Art History
Bowdoin College 1980 — 1984
Bachelor's Degree
Dartmouth College 1981 — 1982
Exchange Program
Stratton Mountain School 1977 — 1980
Diploma
Consulting May 1994 - Present
Wolters Kluwer Law & Business May 2013 - January 2015
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase May 2008 - May 2009
Village Soup Knight Foundation January 2007 - June 2008
Unum June 2004 - May 2008
SunLife IFMG June 2006 - June 2007
JPMorgan Chase February 2002 - June 2007
JPMorgan September 2003 - February 2004
Wells Fargo Bank January 1993 - November 2000
Skills
Customer Experience, User-centered Design, eCommerce, Strategic Planning, Creative Direction, Team Leadership, Creative Strategy, User Experience, Mobile Applications, Responsive Design, Process Engineering, Design Leadership, User Interface Design, Usability Testing, Usability, Interaction Design, Heuristic Evaluation, User Interface, Axure, Design Specifications, Photoshop, OmniGraffle, Banking, Graphic Design, Insurance, Photography, Strategic Thinking, Intranets, B2B, Front-end Requirements, Workflow Design, Social Networking Sites, B2C, Financial Software, Medical Software, Balsamiq, Portuguese, English, French, B2B eCommerce, Digital Design, Online Transactions, UX, CE, UI, Knowledge Management, User Centered Design, Engineering, CSS, Information Architecture
Education
Center for Electronic Art 1990 — 1992
Graduate Program
New York Studio School 1985 — 1988
Painting, Design, & Art History
Bowdoin College 1980 — 1984
Bachelor's Degree
Dartmouth College 1981 — 1982
Exchange Program
Stratton Mountain School 1977 — 1980
Diploma
Dylan Das Dylan Das's JPMorgan Experience June 2010 - February 2013
Job Institutional Equity Sales at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC July 2013 - Present
JPMorgan June 2010 - February 2013
Arch Street Exchange August 2009 - June 2010
Alternative Asset Investment Management March 2008 - August 2009
The Richman Group 2001 - 2005
Skills
Private Equity, Corporate Finance, Emerging Markets, Fixed Income, Due Diligence, Securities, Investor Relations, Bloomberg Terminal, Electronic Trading, Equity Research, Equity Valuation, Equity Trading, ETFs, Investment Management, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor of Science, Economics
Sidoti & Company, LLC July 2013 - Present
JPMorgan June 2010 - February 2013
Arch Street Exchange August 2009 - June 2010
Alternative Asset Investment Management March 2008 - August 2009
The Richman Group 2001 - 2005
Skills
Private Equity, Corporate Finance, Emerging Markets, Fixed Income, Due Diligence, Securities, Investor Relations, Bloomberg Terminal, Electronic Trading, Equity Research, Equity Valuation, Equity Trading, ETFs, Investment Management, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor of Science, Economics
Barbara Sohn Barbara Sohn's JPMorgan Experience 1994 - 1996
Job Assistant Vice President, Corporate Marketing at Verisk Analytics
Industry Insurance
Experience
Verisk Analytics June 2014 - Present
Verisk Analytics April 2013 - May 2014
Verisk Analytics June 2012 - March 2013
Verisk Analytics March 2004 - May 2012
Merrill Lynch January 2000 - February 2004
JPMorgan 1994 - 1996
Lehman Brothers 1991 - 1993
Network Management Inc. 1987 - 1991
Skills
Marketing Communications, Writing, Marketing Strategy, Project Management, Strategic Planning, Advertising, Budgets, Email Marketing, Team Building, Data Analysis, CRM, Marketing Research, Management, Market Research
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
State University of New York at Albany
B.A., Psychology
Brandeis University
two years of coursework, Psychology
Verisk Analytics June 2014 - Present
Verisk Analytics April 2013 - May 2014
Verisk Analytics June 2012 - March 2013
Verisk Analytics March 2004 - May 2012
Merrill Lynch January 2000 - February 2004
JPMorgan 1994 - 1996
Lehman Brothers 1991 - 1993
Network Management Inc. 1987 - 1991
Skills
Marketing Communications, Writing, Marketing Strategy, Project Management, Strategic Planning, Advertising, Budgets, Email Marketing, Team Building, Data Analysis, CRM, Marketing Research, Management, Market Research
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
State University of New York at Albany
B.A., Psychology
Brandeis University
two years of coursework, Psychology
Daniel Cruise Daniel Cruise's JPMorgan Experience 1994 - 1996
Job Corporate Vice President, Business Development & Global Affairs at Alcoa
Industry Mining & Metals
Experience
Alcoa October 2009 - Present
The National Security Initiative (NSI) 2001 - Present
Albright Stonebridge Group March 2006 - October 2009
Clark & Weinstock 2001 - 2006
National Security Council, The White House 1999 - 2001
U.S. Department of Commerce 1996 - 1999
JPMorgan 1994 - 1996
Education
University of Cambridge 1995 — 1996
MPhil, International Affairs
Brown University 1990 — 1993
BA, International Relations
Alcoa October 2009 - Present
The National Security Initiative (NSI) 2001 - Present
Albright Stonebridge Group March 2006 - October 2009
Clark & Weinstock 2001 - 2006
National Security Council, The White House 1999 - 2001
U.S. Department of Commerce 1996 - 1999
JPMorgan 1994 - 1996
Education
University of Cambridge 1995 — 1996
MPhil, International Affairs
Brown University 1990 — 1993
BA, International Relations
Jim Peters, CFA Jim Peters, CFA's JPMorgan Experience 1992 - 2004
Job
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Standard & Poor's September 2004 - September 2008
JPMorgan 1992 - 2004
Skills
Thought Leadership, Analytical Skills, Interpersonal..., Oral & Written..., Investment Management, Portfolio Management, Mentoring, Problem Solving, Managerial Skills, Interviewing Skills, Networking, Project Management, Series 7, Series 24, Series 66, Chartered Financial..., MBA, Investments, Securities, Financial Services
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Boston University - School of Management 1988 — 1992
Bachelor of Science, Finance & Operations Management
Bellport 1984 — 1988
Merrill Lynch September 2008 - Present
Standard & Poor's September 2004 - September 2008
JPMorgan 1992 - 2004
Skills
Thought Leadership, Analytical Skills, Interpersonal..., Oral & Written..., Investment Management, Portfolio Management, Mentoring, Problem Solving, Managerial Skills, Interviewing Skills, Networking, Project Management, Series 7, Series 24, Series 66, Chartered Financial..., MBA, Investments, Securities, Financial Services
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Boston University - School of Management 1988 — 1992
Bachelor of Science, Finance & Operations Management
Bellport 1984 — 1988
Jim Mitsiopoulos Jim Mitsiopoulos's JPMorgan Experience September 1996 - September 1998
Job VP FX Technology at J.P. Morgan
Industry Banking
Experience
J.P. Morgan December 2012 - Present
Sumitomo Mitsui Banking Corporation, Capital Markets September 2008 - September 2012
Sumitomo Mitsui Banking Corporation, Capital Markets September 1998 - September 2008
JPMorgan September 1996 - September 1998
TASC 1987 - 1996
Skills
VBA, Credit Derivatives, Interest Rate..., Capital Markets, Structured Products, UNIX utilities, Statistics, Monte Carlo Simulation, Digital Signal..., Greek, Microsoft Excel, C/C++, SQL, MATLAB, GNU Octave, Excel, Sybase, Unix, Smalltalk, Risk Analysis/Managemnet, Fixed Income..., Python, C, Fixed Income, Derivatives, Risk Management, FX Options, Financial Risk, Trading Systems
Education
Case Western Reserve University 1986 — 1987
Master's degree, Systems Engineering
Case Western Reserve University 1982 — 1986
BS, Systems Engineering
J.P. Morgan December 2012 - Present
Sumitomo Mitsui Banking Corporation, Capital Markets September 2008 - September 2012
Sumitomo Mitsui Banking Corporation, Capital Markets September 1998 - September 2008
JPMorgan September 1996 - September 1998
TASC 1987 - 1996
Skills
VBA, Credit Derivatives, Interest Rate..., Capital Markets, Structured Products, UNIX utilities, Statistics, Monte Carlo Simulation, Digital Signal..., Greek, Microsoft Excel, C/C++, SQL, MATLAB, GNU Octave, Excel, Sybase, Unix, Smalltalk, Risk Analysis/Managemnet, Fixed Income..., Python, C, Fixed Income, Derivatives, Risk Management, FX Options, Financial Risk, Trading Systems
Education
Case Western Reserve University 1986 — 1987
Master's degree, Systems Engineering
Case Western Reserve University 1982 — 1986
BS, Systems Engineering
Jordan Wolff, CTFA, MBA Jordan Wolff, CTFA, MBA's JPMorgan Experience June 2010 - November 2012
Job Trust Officer and Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Bank November 2012 - Present
JPMorgan June 2010 - November 2012
US Trust June 2009 - August 2009
Campbell University August 2006 - June 2009
US Trust- Bank of America June 2008 - August 2008
Skills
Wealth Management, Wills, MBA, GST, Asset Allocation, Investment Advisory, Estate Planning, Personal Trust..., Trust Services, Strategic Financial..., High Net Worth..., Wealth Management...
Education
Campbell University 2009 — 2010
MBA, Management
Campbell University 2005 — 2010
BA, Trust and Wealth Management
Charles Schwab Bank November 2012 - Present
JPMorgan June 2010 - November 2012
US Trust June 2009 - August 2009
Campbell University August 2006 - June 2009
US Trust- Bank of America June 2008 - August 2008
Skills
Wealth Management, Wills, MBA, GST, Asset Allocation, Investment Advisory, Estate Planning, Personal Trust..., Trust Services, Strategic Financial..., High Net Worth..., Wealth Management...
Education
Campbell University 2009 — 2010
MBA, Management
Campbell University 2005 — 2010
BA, Trust and Wealth Management
Gordon Stransky's JPMorgan Experience Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
Brian Latko Brian Latko's JPMorgan Experience 2005 - 2005
Job MBA/MPA Candidate, Harvard Kennedy School and Stanford Graduate School of Business, Class of 2014
Industry International Trade and Development
Experience
Jacaranda Health June 2013 - August 2013
PATH April 2012 - December 2012
USAID May 2012 - August 2012
Results for Development Institute October 2009 - August 2011
McKinsey & Co. August 2006 - July 2009
JPMorgan 2005 - 2005
Skills
Policy Analysis, International...
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Public Management Program
Harvard University Kennedy School of Government 2011 — 2014
Master of Public Administration
Case Western Reserve University 2002 — 2006
Bachelor of Science, Management
Jacaranda Health June 2013 - August 2013
PATH April 2012 - December 2012
USAID May 2012 - August 2012
Results for Development Institute October 2009 - August 2011
McKinsey & Co. August 2006 - July 2009
JPMorgan 2005 - 2005
Skills
Policy Analysis, International...
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Public Management Program
Harvard University Kennedy School of Government 2011 — 2014
Master of Public Administration
Case Western Reserve University 2002 — 2006
Bachelor of Science, Management
Jordy Leiser's JPMorgan Experience July 2006 - July 2008
Job CoFounder and CEO at StellaService
Industry Information Technology and Services
Experience
StellaService 2008 - Present
Bucknell University April 2009 - December 2009
JPMorgan July 2006 - July 2008
Skills
Entrepreneurship, Customer Experience, E-commerce, Customer Service, Start-ups, Marketing, Data, Business Intelligence, Benchmarking, Retail, Content Marketing, Social Media Marketing, Strategy, Online Advertising, Online Marketing, Digital Marketing, Product Management, User Experience, Analytics, SaaS, Business Development, Social Media, Strategic Partnerships
Education
Bucknell University 2002 — 2006
B.A., Economics, Political Science, Finance
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Economics, European Union Government, Marketing
StellaService 2008 - Present
Bucknell University April 2009 - December 2009
JPMorgan July 2006 - July 2008
Skills
Entrepreneurship, Customer Experience, E-commerce, Customer Service, Start-ups, Marketing, Data, Business Intelligence, Benchmarking, Retail, Content Marketing, Social Media Marketing, Strategy, Online Advertising, Online Marketing, Digital Marketing, Product Management, User Experience, Analytics, SaaS, Business Development, Social Media, Strategic Partnerships
Education
Bucknell University 2002 — 2006
B.A., Economics, Political Science, Finance
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Economics, European Union Government, Marketing
Jessup Shean Jessup Shean's JPMorgan Experience June 2004 - March 2009
Job Vice President at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. September 2012 - Present
CommonBond.co October 2011 - September 2012
Zeckendorf Development July 2011 - August 2011
Fried Frank June 2011 - July 2011
JPMorgan June 2004 - March 2009
JPMorgan Chase 2004 - 2009
Skills
Venture Capital, Financial Analysis, Corporate Finance, Mergers, Entrepreneurship, Equities, Business Strategy, Capital Markets, Business Planning, Mergers, Portfolio Management, Real Estate, Mergers & Acquisitions, Emerging Markets, Asset Management, Finance, Investment Banking, Management Consulting, Financial Modeling, Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2012
MBA, Finance, General
University of Pennsylvania Law School 2009 — 2012
JD
Brown University 2000 — 2004
Bachelor of Arts, History of Art and Architecture/ Archaeology
Nightingale
Nightingale
Greenhill & Co. September 2012 - Present
CommonBond.co October 2011 - September 2012
Zeckendorf Development July 2011 - August 2011
Fried Frank June 2011 - July 2011
JPMorgan June 2004 - March 2009
JPMorgan Chase 2004 - 2009
Skills
Venture Capital, Financial Analysis, Corporate Finance, Mergers, Entrepreneurship, Equities, Business Strategy, Capital Markets, Business Planning, Mergers, Portfolio Management, Real Estate, Mergers & Acquisitions, Emerging Markets, Asset Management, Finance, Investment Banking, Management Consulting, Financial Modeling, Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2012
MBA, Finance, General
University of Pennsylvania Law School 2009 — 2012
JD
Brown University 2000 — 2004
Bachelor of Arts, History of Art and Architecture/ Archaeology
Nightingale
Nightingale
Jon Marom Jon Marom's JPMorgan Experience 2003 - 2005
Job
Industry Investment Management
Experience
WorldQuant September 2014 - Present
The Rohatyn Group July 2005 - September 2014
Plexus Group-JP Morgan January 2004 - July 2005
JPMorgan 2003 - 2005
Skills
Financial Modeling, Product Management, Business Strategy, Emerging Markets, Equities, Hedge Funds, Asset Management, Investments, Finance, Valuation, Venture Capital, Private Equity, Alternative Investments, Fixed Income, Capital Markets, Due Diligence, Derivatives, Mergers & Acquisitions
Education
Carnegie Mellon University 1988 — 1990
Master of Science
Carnegie Mellon University 1982 — 1986
BFA
WorldQuant September 2014 - Present
The Rohatyn Group July 2005 - September 2014
Plexus Group-JP Morgan January 2004 - July 2005
JPMorgan 2003 - 2005
Skills
Financial Modeling, Product Management, Business Strategy, Emerging Markets, Equities, Hedge Funds, Asset Management, Investments, Finance, Valuation, Venture Capital, Private Equity, Alternative Investments, Fixed Income, Capital Markets, Due Diligence, Derivatives, Mergers & Acquisitions
Education
Carnegie Mellon University 1988 — 1990
Master of Science
Carnegie Mellon University 1982 — 1986
BFA
Amy Stein Amy Stein's JPMorgan Experience July 2008 - Present
Job Private Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan July 2008 - Present
Education
Bucknell University
BA
University of Michigan
Masters
JPMorgan July 2008 - Present
Education
Bucknell University
BA
University of Michigan
Masters
Jay Goode Jay Goode's JPMorgan Experience 2001 - 2006
Job Owner at Goode Web Design
Industry Computer Software
Experience
Goode Web Design January 2009 - Present
JPMorgan 2001 - 2006
Killeen Daily Herald May 1976 - May 1981
San Antonio Light Newspaper January 1972 - September 1976
Skills
Videographer, Editorial, publishing, Photo Editor, Editorial Photography, Web Site Editing, Video Production, Political Advertising, HTML, Writers, Fiction Writing, Post Production, Web Design, Newsletters, Publishing
Education
Central Texas College 1981 — 1984
AAS Computer Science, Computer Science
Texas A&M University 1968 — 1970
Bachelor of Arts, Journalism / Marketing
San Antonio College 1964 — 1968
None, Journalism
Goode Web Design January 2009 - Present
JPMorgan 2001 - 2006
Killeen Daily Herald May 1976 - May 1981
San Antonio Light Newspaper January 1972 - September 1976
Skills
Videographer, Editorial, publishing, Photo Editor, Editorial Photography, Web Site Editing, Video Production, Political Advertising, HTML, Writers, Fiction Writing, Post Production, Web Design, Newsletters, Publishing
Education
Central Texas College 1981 — 1984
AAS Computer Science, Computer Science
Texas A&M University 1968 — 1970
Bachelor of Arts, Journalism / Marketing
San Antonio College 1964 — 1968
None, Journalism
Amanda Tepper Amanda Tepper's JPMorgan Experience September 1999 - June 2006
Job
Industry Investment Management
Experience
Chestnut Advisory Group January 2014 - Present
100 Women in Hedge Funds 2012 - Present
AllianceBernstein January 2010 - August 2011
AllianceBernstein September 2008 - January 2010
Banc of America Securities 2006 - 2008
JPMorgan September 1999 - June 2006
Skills
Equity Research, Equities, Hedge Funds, Investments, Alternative Investments, Asset Managment, Series 7, Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Investment Banking, Investment Strategies, Asset Allocation, Investment Management, High Yield, Equity Valuation, Emerging Markets, Mutual Funds, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), International Finance, Multinational Management
Brown University 1981 — 1985
Bachelor's Degree, History
Phillips Academy, Andover, MA 1979 — 1981
Chestnut Advisory Group January 2014 - Present
100 Women in Hedge Funds 2012 - Present
AllianceBernstein January 2010 - August 2011
AllianceBernstein September 2008 - January 2010
Banc of America Securities 2006 - 2008
JPMorgan September 1999 - June 2006
Skills
Equity Research, Equities, Hedge Funds, Investments, Alternative Investments, Asset Managment, Series 7, Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Investment Banking, Investment Strategies, Asset Allocation, Investment Management, High Yield, Equity Valuation, Emerging Markets, Mutual Funds, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), International Finance, Multinational Management
Brown University 1981 — 1985
Bachelor's Degree, History
Phillips Academy, Andover, MA 1979 — 1981
John Yong John Yong's JPMorgan Experience May 2005 - July 2011
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Cornell University - Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
JPMorgan May 2005 - July 2011
State Street July 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Equities, Capital Markets, Analysis, Business Strategy, Corporate Finance, Due Diligence, Finance, Investments, Strategy
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Boston University - School of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance, Management
Choate Rosemary Hall 1995 — 1999
High School Diploma
J.P. Morgan August 2013 - Present
Cornell University - Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
JPMorgan May 2005 - July 2011
State Street July 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Equities, Capital Markets, Analysis, Business Strategy, Corporate Finance, Due Diligence, Finance, Investments, Strategy
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Boston University - School of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance, Management
Choate Rosemary Hall 1995 — 1999
High School Diploma
Cynthia Devall Cynthia Devall's JPMorgan Experience 1987 - 1995
Job Finance and Administration Professional for StartUp Companies and Small Businesses
Industry Venture Capital & Private Equity
Experience
Devett Group 2011 - Present
Coronado Biosciences 2011 - 2013
Health Advances 1996 - 2011
JPMorgan 1987 - 1995
J.P. Morgan 1985 - 1987
J.P. Morgan 1983 - 1985
Skills
Variance Analysis, Cash Flow, Annual Budgets, Forecasting, Industry Research, Employee Benefits, General Ledger, Bank Relations, Advanced QuickBooks Pro..., Advanced Excel and Word..., Proficient PowerPoint..., ADP, Financial Analysis, Microsoft Excel, Budgets, Banking, Start-ups
Education
Bucknell University 1979 — 1983
BA, Economics
Devett Group 2011 - Present
Coronado Biosciences 2011 - 2013
Health Advances 1996 - 2011
JPMorgan 1987 - 1995
J.P. Morgan 1985 - 1987
J.P. Morgan 1983 - 1985
Skills
Variance Analysis, Cash Flow, Annual Budgets, Forecasting, Industry Research, Employee Benefits, General Ledger, Bank Relations, Advanced QuickBooks Pro..., Advanced Excel and Word..., Proficient PowerPoint..., ADP, Financial Analysis, Microsoft Excel, Budgets, Banking, Start-ups
Education
Bucknell University 1979 — 1983
BA, Economics
David Hough David Hough's JPMorgan Experience 1994 - 1995
Job Founder & Managing Member at Hough Consulting
Industry Financial Services
Experience
Hough Consulting June 2010 - Present
PBL Capital May 2007 - May 2010
WestLB January 2004 - April 2007
Swiss Re Capital Markets November 2002 - December 2003
Swiss Re New Markets July 2001 - November 2002
CAK Universal Credit Corp August 1998 - April 2001
The Bank of New York April 1995 - August 1998
JPMorgan 1994 - 1995
Skills
Structured Finance, Structuring, Mergers, Securitization, Divestitures, Private Equity, Hedge Funds, Investment Banking, Private Placements, Valuation, Corporate Finance, Due Diligence, Restructuring, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Series 7, Credit Analysis, Debt, Asset Based Lending, Mezzanine, LBO, Leveraged Finance, Middle Market, Series 63, Alternative Assets, Life Settlements, Premium Financing, Insurance Linked..., Structured Settlements, Financial Structuring, Mergers & Acquisitions, Securities, Finance, Funding, Capital Markets, Investments, Loans, Start-ups
Education
Bucknell University 1990 — 1994
Bachelor of Arts, Economics & English Literature
Providence Country Day 1986 — 1990
Hough Consulting June 2010 - Present
PBL Capital May 2007 - May 2010
WestLB January 2004 - April 2007
Swiss Re Capital Markets November 2002 - December 2003
Swiss Re New Markets July 2001 - November 2002
CAK Universal Credit Corp August 1998 - April 2001
The Bank of New York April 1995 - August 1998
JPMorgan 1994 - 1995
Skills
Structured Finance, Structuring, Mergers, Securitization, Divestitures, Private Equity, Hedge Funds, Investment Banking, Private Placements, Valuation, Corporate Finance, Due Diligence, Restructuring, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Series 7, Credit Analysis, Debt, Asset Based Lending, Mezzanine, LBO, Leveraged Finance, Middle Market, Series 63, Alternative Assets, Life Settlements, Premium Financing, Insurance Linked..., Structured Settlements, Financial Structuring, Mergers & Acquisitions, Securities, Finance, Funding, Capital Markets, Investments, Loans, Start-ups
Education
Bucknell University 1990 — 1994
Bachelor of Arts, Economics & English Literature
Providence Country Day 1986 — 1990
Christy Turner Christy Turner's JPMorgan Experience March 2005 - Present
Job Compliance Manager Assistant General Counsel
Industry Investment Management
Experience
JPMorgan March 2005 - Present
JPMorgan October 2003 - March 2005
JPMorgan Chase January 2003 - October 2003
JPMorgan March 1999 - January 2003
JP Morgan March 1996 - March 1999
Skills
Series 7, Financial Services, Investments, Asset Managment, Mutual Funds, Investment Management, Regulatory Compliance, General Securities..., Series 63, Series 24, Series 53, Securities License, securities regulation, General Securities..., Marketing Communications, Marketing Advertising..., Municipal Securities..., Westlaw, Lexis, Working Remotely, FINRA, Securities, Asset Management, Management, Hedge Funds
Education
Capital University Law School
Juris Doctor
Franklin University
Master of Business Administration (M.B.A.)
Otterbein University
Bachelor of Arts
JPMorgan March 2005 - Present
JPMorgan October 2003 - March 2005
JPMorgan Chase January 2003 - October 2003
JPMorgan March 1999 - January 2003
JP Morgan March 1996 - March 1999
Skills
Series 7, Financial Services, Investments, Asset Managment, Mutual Funds, Investment Management, Regulatory Compliance, General Securities..., Series 63, Series 24, Series 53, Securities License, securities regulation, General Securities..., Marketing Communications, Marketing Advertising..., Municipal Securities..., Westlaw, Lexis, Working Remotely, FINRA, Securities, Asset Management, Management, Hedge Funds
Education
Capital University Law School
Juris Doctor
Franklin University
Master of Business Administration (M.B.A.)
Otterbein University
Bachelor of Arts
J.J. McHale J.J. McHale's JPMorgan Experience August 2000 - July 2008
Job Director, Debt Capital Markets at Bank of Montreal
Industry Investment Banking
Experience
BMO Capital Markets May 2010 - August 2015
Peak Ridge Capital October 2008 - April 2010
JPMorgan August 2000 - July 2008
BMO Capital Markets April 1995 - June 1998
Skills
Capital Markets, Investment Banking, Debt, Investments, Credit, Leveraged Finance, Origination, Customer Relations, Structuring, Financial Modeling, Private Equity, Corporate Finance, Bonds, Series 7, Credit Analysis, Financial Analysis, Venture Capital, Due Diligence, Credit Risk, Restructuring, Business Strategy, Banking, Fixed Income, LBO, Asset Management, High Yield, Private Placements, Capital Structure, Mezzanine, Valuation, Financial Structuring, Finance, Hedge Funds
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA, Finance
Carleton University 1991 — 1995
B. Comm, Accounting
BMO Capital Markets May 2010 - August 2015
Peak Ridge Capital October 2008 - April 2010
JPMorgan August 2000 - July 2008
BMO Capital Markets April 1995 - June 1998
Skills
Capital Markets, Investment Banking, Debt, Investments, Credit, Leveraged Finance, Origination, Customer Relations, Structuring, Financial Modeling, Private Equity, Corporate Finance, Bonds, Series 7, Credit Analysis, Financial Analysis, Venture Capital, Due Diligence, Credit Risk, Restructuring, Business Strategy, Banking, Fixed Income, LBO, Asset Management, High Yield, Private Placements, Capital Structure, Mezzanine, Valuation, Financial Structuring, Finance, Hedge Funds
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA, Finance
Carleton University 1991 — 1995
B. Comm, Accounting
Jarom Matsuda Jarom Matsuda's JPMorgan Experience September 1998 - August 2001
Job
Industry Food & Beverages
Experience
The WhiteWave Foods Company February 2015 - Present
Toyota Motor Sales April 2014 - February 2015
Toyota Motor Sales January 2012 - March 2014
Toyota Logistics Services August 2006 - December 2011
Lexus Customer Services May 2006 - August 2006
Toyota Motor Sales June 2004 - April 2006
Toyota Motor Sales 2004 - 2004
Toyota Motor Sales June 2003 - August 2003
JPMorgan September 1998 - August 2001
Skills
Business Planning, Financial Analysis, Pricing, Marketing Research, Strategic Analysis, Mergers, Logistics Planning, Forecasting, Operations Management, Logistics, Strategic Planning, Competitive Analysis, Cost Reduction, Business Strategy, Budgeting, Negotiation, Supply Chain Management, Problem Solving, Vendor Relations, Team Leadership, Budgets, Automotive, Financial Modeling, Staff Development, Vendor Management, Transportation, Continuous Improvement, Analysis, Kaizen, Toyota Production System, Leadership, Business Development, Mergers & Acquisitions, Management, Process Improvement, Contract Negotiation, CRM, Project Planning, Cross-functional Team..., Strategy, Supply Chain, Market Research, Operational Excellence, Business Process..., Lean Manufacturing, Value Stream Mapping, Supply Management
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Marketing, Strategy
Hitotsubashi University 2003 — 2003
MBA - Study Abroad, International Corporate Strategy
Brigham Young University 1993 — 1998
BA, Economics
Nile C. Kinnick High School 1987 — 1993
Byrd Elementary School
The WhiteWave Foods Company February 2015 - Present
Toyota Motor Sales April 2014 - February 2015
Toyota Motor Sales January 2012 - March 2014
Toyota Logistics Services August 2006 - December 2011
Lexus Customer Services May 2006 - August 2006
Toyota Motor Sales June 2004 - April 2006
Toyota Motor Sales 2004 - 2004
Toyota Motor Sales June 2003 - August 2003
JPMorgan September 1998 - August 2001
Skills
Business Planning, Financial Analysis, Pricing, Marketing Research, Strategic Analysis, Mergers, Logistics Planning, Forecasting, Operations Management, Logistics, Strategic Planning, Competitive Analysis, Cost Reduction, Business Strategy, Budgeting, Negotiation, Supply Chain Management, Problem Solving, Vendor Relations, Team Leadership, Budgets, Automotive, Financial Modeling, Staff Development, Vendor Management, Transportation, Continuous Improvement, Analysis, Kaizen, Toyota Production System, Leadership, Business Development, Mergers & Acquisitions, Management, Process Improvement, Contract Negotiation, CRM, Project Planning, Cross-functional Team..., Strategy, Supply Chain, Market Research, Operational Excellence, Business Process..., Lean Manufacturing, Value Stream Mapping, Supply Management
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Marketing, Strategy
Hitotsubashi University 2003 — 2003
MBA - Study Abroad, International Corporate Strategy
Brigham Young University 1993 — 1998
BA, Economics
Nile C. Kinnick High School 1987 — 1993
Byrd Elementary School
Ghislain Hologan Ghislain Hologan's JPMorgan Experience November 2007 - August 2010
Job Manager in Capital Markets Advisory at EY
Industry Capital Markets
Experience
EY June 2015 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan July 2012 - Present
JP Morgan August 2010 - July 2012
JPMorgan November 2007 - August 2010
J.P. Morgan June 2006 - November 2007
HSBC October 2004 - June 2006
Fimat International Banque SA (UK Branch) - Societe General Group September 2001 - September 2004
HSBC Bank Plc February 2001 - August 2001
Societe Generale September 1999 - October 2000
Skills
Fixed Income, Derivatives, Credit Risk, FX, Credit, Valuation, Business Strategy, Operational Risk, Financial Modeling, Change Management, Funding, Strategic Planning, FX Options, Equity Derivatives, Finance, Portfolio Management, Investment Banking, Commodity, Equities, Middle Office, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2015
Master's degree, Finance
Cass Business School 2001 — 2003
MSc, Investment Management
Institut Supérieur de Gestion 1999 — 2001
Bac+5, Finance & Management
Lycee Francais Montaigne 1986 — 1995
EY June 2015 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan July 2012 - Present
JP Morgan August 2010 - July 2012
JPMorgan November 2007 - August 2010
J.P. Morgan June 2006 - November 2007
HSBC October 2004 - June 2006
Fimat International Banque SA (UK Branch) - Societe General Group September 2001 - September 2004
HSBC Bank Plc February 2001 - August 2001
Societe Generale September 1999 - October 2000
Skills
Fixed Income, Derivatives, Credit Risk, FX, Credit, Valuation, Business Strategy, Operational Risk, Financial Modeling, Change Management, Funding, Strategic Planning, FX Options, Equity Derivatives, Finance, Portfolio Management, Investment Banking, Commodity, Equities, Middle Office, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2015
Master's degree, Finance
Cass Business School 2001 — 2003
MSc, Investment Management
Institut Supérieur de Gestion 1999 — 2001
Bac+5, Finance & Management
Lycee Francais Montaigne 1986 — 1995
Kishore Ramaswamy Kishore Ramaswamy's JPMorgan Experience June 2008 - August 2008
Job Technology Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2009 - August 2014
Deutsche Bank September 2009 - December 2010
JPMorgan June 2008 - August 2008
Oracle June 2007 - August 2007
Skills
Java, Derivatives, Equities, Unix, Equity Derivatives, Trading Systems, Strategy, Trading, Options, SQL, Business Analysis, Perl, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2005 — 2009
Bachelor’s Degree, Electrical and Computer Engineering, Business Administration
Deutsche Bank September 2009 - August 2014
Deutsche Bank September 2009 - December 2010
JPMorgan June 2008 - August 2008
Oracle June 2007 - August 2007
Skills
Java, Derivatives, Equities, Unix, Equity Derivatives, Trading Systems, Strategy, Trading, Options, SQL, Business Analysis, Perl, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2005 — 2009
Bachelor’s Degree, Electrical and Computer Engineering, Business Administration
Scott Edgeworth, CPA Scott Edgeworth, CPA's JPMorgan Experience September 2008 - September 2009
Job Vice President of Finance at Cannon Safe
Industry Consumer Goods
Experience
Cannon Safe November 2013 - Present
Bally Technologies March 2010 - November 2013
JPMorgan September 2008 - September 2009
Capital Group 2001 - 2008
KPMG 1998 - 2000
Skills
Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Investment Management, Mutual Funds, Financial Statements, Analysis, Securities, Auditing, Equities, Hedge Funds, Risk Management, Due Diligence, Financial Risk, Cash Flow
Education
Brigham Young University 1994 — 1998
BS, Accounting
Cannon Safe November 2013 - Present
Bally Technologies March 2010 - November 2013
JPMorgan September 2008 - September 2009
Capital Group 2001 - 2008
KPMG 1998 - 2000
Skills
Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Investment Management, Mutual Funds, Financial Statements, Analysis, Securities, Auditing, Equities, Hedge Funds, Risk Management, Due Diligence, Financial Risk, Cash Flow
Education
Brigham Young University 1994 — 1998
BS, Accounting
Michael Lomax's JPMorgan Experience January 2006 - June 2011
Job Director, Global Trade & Supply Chain Solutions at Bank of America
Industry International Trade and Development
Experience
Bank of America Merrill Lynch July 2011 - Present
JPMorgan January 2006 - June 2011
Eagle Global Logistics August 2004 - January 2006
Menlo Worldwide Trade Services January 2003 - July 2004
Emery Worldwide 1993 - 2003
Education
Brigham Young University 1986 — 1992
B.A., International Relations
Bank of America Merrill Lynch July 2011 - Present
JPMorgan January 2006 - June 2011
Eagle Global Logistics August 2004 - January 2006
Menlo Worldwide Trade Services January 2003 - July 2004
Emery Worldwide 1993 - 2003
Education
Brigham Young University 1986 — 1992
B.A., International Relations
Paul Rogeness Paul Rogeness's JPMorgan Experience April 2008 - February 2010
Job Financial Analyst and Project Manager
Industry Financial Services
Experience
1st Global August 2014 - December 2014
Fidelity Investments April 2012 - December 2013
JPMorgan April 2008 - February 2010
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Hobart and William Smith Colleges 1992 — 1996
BA, Psychology, Religious Studies
1st Global August 2014 - December 2014
Fidelity Investments April 2012 - December 2013
JPMorgan April 2008 - February 2010
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Hobart and William Smith Colleges 1992 — 1996
BA, Psychology, Religious Studies
Jackie Morris's JPMorgan Experience August 2002 - July 2005
Job Health Care Strategy and Business Development Professional
Industry Hospital & Health Care
Experience
Cardinal Health September 2014 - Present
BNP Paribas September 2011 - September 2014
Medco Health Solutions July 2009 - September 2011
The Carlyle Group August 2005 - June 2007
JPMorgan August 2002 - July 2005
GE Capital June 2001 - August 2001
Skills
Leveraged Finance, Due Diligence, Financial Analysis, Healthcare, Negotiation, Financial Modeling, Strategic Partnerships, Investment Banking, Private Equity, Corporate Development, Business Development, M&A execution, Business Strategy, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Start-ups, Strategy
Education
Harvard Business School 2007 — 2009
MBA
Boston University Questrom School of Business 1998 — 2002
BSBA
Pikesville High School 1994 — 1998
HS Diploma
Cardinal Health September 2014 - Present
BNP Paribas September 2011 - September 2014
Medco Health Solutions July 2009 - September 2011
The Carlyle Group August 2005 - June 2007
JPMorgan August 2002 - July 2005
GE Capital June 2001 - August 2001
Skills
Leveraged Finance, Due Diligence, Financial Analysis, Healthcare, Negotiation, Financial Modeling, Strategic Partnerships, Investment Banking, Private Equity, Corporate Development, Business Development, M&A execution, Business Strategy, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Start-ups, Strategy
Education
Harvard Business School 2007 — 2009
MBA
Boston University Questrom School of Business 1998 — 2002
BSBA
Pikesville High School 1994 — 1998
HS Diploma
Dean Rostrom Dean Rostrom's JPMorgan Experience August 2000 - May 2005
Job Managing Director, Evergreen Clean Energy Finance
Industry Financial Services
Experience
Evergreen Clean Energy LLC March 2009 - Present
Sapha LLC April 2007 - Present
Deutsche Bank May 2005 - June 2008
JPMorgan August 2000 - May 2005
Deutsche Bank Securities August 1997 - August 2000
Lehman Brothers November 1994 - August 1997
White & Case July 1992 - November 1994
Morrison & Foerster LLP August 1990 - July 1992
Skills
Japanese
Education
Brigham Young University—J. Reuben Clark Law School 1986 — 1990
JD
Inter-University Center for Japanese Language Studies (Stanford Center) 1987 — 1988
University of Washington 1983 — 1986
BA
Evergreen Clean Energy LLC March 2009 - Present
Sapha LLC April 2007 - Present
Deutsche Bank May 2005 - June 2008
JPMorgan August 2000 - May 2005
Deutsche Bank Securities August 1997 - August 2000
Lehman Brothers November 1994 - August 1997
White & Case July 1992 - November 1994
Morrison & Foerster LLP August 1990 - July 1992
Skills
Japanese
Education
Brigham Young University—J. Reuben Clark Law School 1986 — 1990
JD
Inter-University Center for Japanese Language Studies (Stanford Center) 1987 — 1988
University of Washington 1983 — 1986
BA
Marc Roston Marc Roston's JPMorgan Experience August 1996 - January 2000
Job
Industry Investment Management
Experience
MNR Capital, LLC January 2009 - Present
Metar Weather June 2011 - December 2013
Silver Creek Capital Management October 2004 - January 2009
Flagstone Reinsurance Holdings Limited December 2005 - September 2008
McKinsey & Company August 2000 - September 2004
JPMorgan August 1996 - January 2000
Skills
Investments, Risk Management, Insurance, Private Equity, Hedge Funds, Financial Services, Asset Allocation, Finance, Equities, Strategy, Start-ups, Investment Advisory, Alternative Investments, Venture Capital, Portfolio Management, Asset Management
Education
The University of Chicago 1991 — 1996
PhD
Carnegie Mellon University 1987 — 1991
BS
MNR Capital, LLC January 2009 - Present
Metar Weather June 2011 - December 2013
Silver Creek Capital Management October 2004 - January 2009
Flagstone Reinsurance Holdings Limited December 2005 - September 2008
McKinsey & Company August 2000 - September 2004
JPMorgan August 1996 - January 2000
Skills
Investments, Risk Management, Insurance, Private Equity, Hedge Funds, Financial Services, Asset Allocation, Finance, Equities, Strategy, Start-ups, Investment Advisory, Alternative Investments, Venture Capital, Portfolio Management, Asset Management
Education
The University of Chicago 1991 — 1996
PhD
Carnegie Mellon University 1987 — 1991
BS
Diane Bellora Diane Bellora's JPMorgan Experience June 1998 - May 2000
Job Senior Operations Analyst
Industry Financial Services
Experience
Lockheed Martin Investment Management Company January 2007 - Present
N/A 2014 - 2014
N/A 2014 - 2014
N/A 2014 - 2014
Hogan & Hartson December 2005 - January 2007
M&T Bank May 2000 - December 2005
JPMorgan June 1998 - May 2000
SunTrust Bank July 1997 - May 1998
Bank of America February 1990 - May 1997
Horne's (now Macy's) November 1981 - May 1989
Skills
Asset Managment, Executive Pay, 401k, Employee Benefits, Asset Allocation, Investments, Defined Benefit, Portfolio Management, Pensions, Risk Management, ERISA, Strategic Financial..., Securities, Retirement, Benefits Administration, Investment Strategies, Financial Services, Defined Contribution, Profit Sharing, Investment Management, Mergers, Insurance, Equities, Wealth Management, Retirement Plan..., Deferred Compensation, Relationship Management, Fixed Income, Management, Financial Modeling, Mutual Funds, Asset Management
Education
California University of Pennsylvania 1977 — 1979
B.S. Ed., Secondary Education, Comprehensive Social Studies
Westmoreland CCC 1975 — 1977
A.A.S, Liberal Arts, Retailing
Monessen High School 1972 — 1975
H.S. Diploma, College Prep
Lockheed Martin Investment Management Company January 2007 - Present
N/A 2014 - 2014
N/A 2014 - 2014
N/A 2014 - 2014
Hogan & Hartson December 2005 - January 2007
M&T Bank May 2000 - December 2005
JPMorgan June 1998 - May 2000
SunTrust Bank July 1997 - May 1998
Bank of America February 1990 - May 1997
Horne's (now Macy's) November 1981 - May 1989
Skills
Asset Managment, Executive Pay, 401k, Employee Benefits, Asset Allocation, Investments, Defined Benefit, Portfolio Management, Pensions, Risk Management, ERISA, Strategic Financial..., Securities, Retirement, Benefits Administration, Investment Strategies, Financial Services, Defined Contribution, Profit Sharing, Investment Management, Mergers, Insurance, Equities, Wealth Management, Retirement Plan..., Deferred Compensation, Relationship Management, Fixed Income, Management, Financial Modeling, Mutual Funds, Asset Management
Education
California University of Pennsylvania 1977 — 1979
B.S. Ed., Secondary Education, Comprehensive Social Studies
Westmoreland CCC 1975 — 1977
A.A.S, Liberal Arts, Retailing
Monessen High School 1972 — 1975
H.S. Diploma, College Prep
Brian Dillon's JPMorgan Experience May 2001 - February 2014
Job Portfolio Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank June 2015 - Present
JPMorgan Chase March 2014 - June 2015
JPMorgan May 2001 - February 2014
Skills
Equities, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Accounting, Client Development, Financial Analysis, Wealth Management, Investments, Financial Modeling, Bloomberg, Fixed Income, Investment Management, Trading, Structured Products, High Net Worth..., Series 65, ETFs, Bloomberg Terminal, Risk Management, AML, Document Review, Regulatory Documentation, Banking, Mutual Funds, Hedge Funds, Investment Strategies
Education
University of Dayton 1998 — 2001
Bachelor of Science (BS), Finance, General
Camden County College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Accounting
Huntington National Bank June 2015 - Present
JPMorgan Chase March 2014 - June 2015
JPMorgan May 2001 - February 2014
Skills
Equities, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Accounting, Client Development, Financial Analysis, Wealth Management, Investments, Financial Modeling, Bloomberg, Fixed Income, Investment Management, Trading, Structured Products, High Net Worth..., Series 65, ETFs, Bloomberg Terminal, Risk Management, AML, Document Review, Regulatory Documentation, Banking, Mutual Funds, Hedge Funds, Investment Strategies
Education
University of Dayton 1998 — 2001
Bachelor of Science (BS), Finance, General
Camden County College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Accounting
Marc Allinson Marc Allinson's JPMorgan Experience 1975 - 2002
Job President at International Society of Transport Aircraft Trading (ISTAT)
Industry Airlines/Aviation
Experience
International Society of Transport Aircraft Trading (ISTAT) March 2015 - Present
Global Principal Finance Company, LLC January 2008 - Present
Rolls-Royce North America May 2004 - May 2013
JP Morgan 1975 - 2002
JPMorgan 1975 - 2002
Chase Manhattan Bank 1975 - 1976
Skills
Corporate Finance, Asset Managment, Structured Finance, Capital Markets, Investment Banking, Portfolio Management, Private Equity, Restructuring, Financial Structuring, Due Diligence, Business Planning, Asset Management, Financial Analysis, Financial Risk, Risk Management, Finance, Leveraged Finance, Executive Management, Investments, Managerial Finance, Strategy, Venture Capital, Emerging Markets, Banking, Business Strategy, Investor Relations, Management, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MBA, Accounting and Marketing
Union College 1969 — 1973
BS, Mathematics
International Society of Transport Aircraft Trading (ISTAT) March 2015 - Present
Global Principal Finance Company, LLC January 2008 - Present
Rolls-Royce North America May 2004 - May 2013
JP Morgan 1975 - 2002
JPMorgan 1975 - 2002
Chase Manhattan Bank 1975 - 1976
Skills
Corporate Finance, Asset Managment, Structured Finance, Capital Markets, Investment Banking, Portfolio Management, Private Equity, Restructuring, Financial Structuring, Due Diligence, Business Planning, Asset Management, Financial Analysis, Financial Risk, Risk Management, Finance, Leveraged Finance, Executive Management, Investments, Managerial Finance, Strategy, Venture Capital, Emerging Markets, Banking, Business Strategy, Investor Relations, Management, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MBA, Accounting and Marketing
Union College 1969 — 1973
BS, Mathematics
Tom Sablak Tom Sablak's JPMorgan Experience September 2006 - April 2008
Job Principal at Buck Consultants at Xerox
Industry Financial Services
Experience
Buck Consultants at Xerox April 2015 - Present
October Three LLC August 2010 - March 2015
CRG April 2008 - July 2010
JPMorgan September 2006 - April 2008
CCA Strategies August 2004 - September 2006
Hewitt July 1993 - August 2004
Skills
Pension Funding and..., Strategic Retirement..., Pension Administration, Defined Benefit, ERISA, Actuarial Consulting, Retirement Plan..., Pensions, Retirement, Pension Funds, Profit Sharing, Investments, 401k, Defined Contribution, Financial Risk, Retirement Planning, Insurance, Due Diligence
Education
Bowdoin College 1989 — 1993
AB, Mathematics, Economics
Choate Rosemary Hall, Wallingford CT 1985 — 1989
Buck Consultants at Xerox April 2015 - Present
October Three LLC August 2010 - March 2015
CRG April 2008 - July 2010
JPMorgan September 2006 - April 2008
CCA Strategies August 2004 - September 2006
Hewitt July 1993 - August 2004
Skills
Pension Funding and..., Strategic Retirement..., Pension Administration, Defined Benefit, ERISA, Actuarial Consulting, Retirement Plan..., Pensions, Retirement, Pension Funds, Profit Sharing, Investments, 401k, Defined Contribution, Financial Risk, Retirement Planning, Insurance, Due Diligence
Education
Bowdoin College 1989 — 1993
AB, Mathematics, Economics
Choate Rosemary Hall, Wallingford CT 1985 — 1989
Scott Moshen's JPMorgan Experience December 2004 - July 2010
Job Client Relationship Manager
Industry Financial Services
Experience
Private Practice October 2011 - Present
Morgan Stanley July 2010 - October 2011
JPMorgan December 2004 - July 2010
. December 2006 - December 2006
Morgan Stanley August 2004 - December 2004
Lehman Brothers March 2004 - August 2004
. January 2000 - March 2004
Skills
Derivatives, FX Options, Prime Brokerage, Currency, Securities, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Credit Derivatives, Mutual Funds, Options, Emerging Markets, Investments, Trading Systems, Portfolio Management, Financial Risk, Settlement, Foreign Exchange, Risk Management, Electronic Trading, FX trading, Proprietary Trading, Valuation, Bloomberg Terminal, Back Office, Technical Analysis, Relationship Management, Quantitative Analytics, Credit Risk
Education
Boston University
Bachelor of Arts, English Literature
LHS
Private Practice October 2011 - Present
Morgan Stanley July 2010 - October 2011
JPMorgan December 2004 - July 2010
. December 2006 - December 2006
Morgan Stanley August 2004 - December 2004
Lehman Brothers March 2004 - August 2004
. January 2000 - March 2004
Skills
Derivatives, FX Options, Prime Brokerage, Currency, Securities, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Credit Derivatives, Mutual Funds, Options, Emerging Markets, Investments, Trading Systems, Portfolio Management, Financial Risk, Settlement, Foreign Exchange, Risk Management, Electronic Trading, FX trading, Proprietary Trading, Valuation, Bloomberg Terminal, Back Office, Technical Analysis, Relationship Management, Quantitative Analytics, Credit Risk
Education
Boston University
Bachelor of Arts, English Literature
LHS
Mark Melio Mark Melio's JPMorgan Experience January 1997 - March 2009
Job Managing Partner, Melio & Company, LLC
Industry Financial Services
Experience
Melio & Company, LLC May 2009 - Present
JPMorgan January 1997 - March 2009
Goldman Sachs 1987 - 1997
Touche Ross & Co. June 1984 - March 1987
Skills
Portfolio Management, Financial Modeling, Corporate Finance, Investment Banking, Risk Management
Education
Carnegie Mellon University 1982 — 1984
M.S., Management & Policy Analysis
Penn State University 1978 — 1982
B.S., Economics
Melio & Company, LLC May 2009 - Present
JPMorgan January 1997 - March 2009
Goldman Sachs 1987 - 1997
Touche Ross & Co. June 1984 - March 1987
Skills
Portfolio Management, Financial Modeling, Corporate Finance, Investment Banking, Risk Management
Education
Carnegie Mellon University 1982 — 1984
M.S., Management & Policy Analysis
Penn State University 1978 — 1982
B.S., Economics
Sheryl Brinkley, MBA Sheryl Brinkley, MBA's JPMorgan Experience 2000 - 2006
Job California Gas Transmission Account Management Supervisor at Pacific Gas & Electric Company
Industry Environmental Services
Experience
Pacific Gas & Electric Company July 2010 - Present
Pacific Gas & Electric Company April 2009 - August 2010
PG & E July 2008 - April 2009
PG & E August 2007 - July 2008
Cisco 2007 - 2007
JP Morgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Pepsi Bottling Group November 1994 - February 2000
Skills
Management, Vendor Management, SharePoint, Natural Gas, Project Management, Business Analysis, Business Development, Process Improvement, Software Documentation, Program Management, Access
Education
Holy Names University 1994 — 1999
MBA, Management
California State University-Hayward - School of Business and Economics 1986 — 1989
B.S., Business Administration w/Marketing Emphasis
Pacific Gas & Electric Company July 2010 - Present
Pacific Gas & Electric Company April 2009 - August 2010
PG & E July 2008 - April 2009
PG & E August 2007 - July 2008
Cisco 2007 - 2007
JP Morgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Pepsi Bottling Group November 1994 - February 2000
Skills
Management, Vendor Management, SharePoint, Natural Gas, Project Management, Business Analysis, Business Development, Process Improvement, Software Documentation, Program Management, Access
Education
Holy Names University 1994 — 1999
MBA, Management
California State University-Hayward - School of Business and Economics 1986 — 1989
B.S., Business Administration w/Marketing Emphasis
Katie Bukstein Katie Bukstein's JPMorgan Experience 2005 - 2007
Job Director of People at Brit + Co
Industry Internet
Experience
Brit + Co January 2015 - Present
Brit + Co July 2014 - January 2015
Sailthru 2011 - 2013
BaubleBar Inc. April 2011 - April 2011
Russell Reynolds Associates 2008 - 2011
JPMorgan 2005 - 2007
US Trust 2005 - 2006
The Carter Center 2003 - 2003
Skills
Start-ups, Executive Search, Strategy, Recruiting, Talent Management, Employee Engagement, Human Resources, Management, Leadership, Talent Acquisition, Organizational..., Client/Hiring Manager..., Cross Functional..., Employer Development, Talent Assessment, Technical Recruiting, Startup Consulting, Talent Development, Strategic Hiring, New Business Development, Consulting, Online Marketing, CRM, Change Management, Social Media, Full-cycle Recruiting, Applicant Tracking..., Entrepreneurship, Interviews, Employer Branding, Analytics, Vendor Management, Team Management, Management Consulting, Social Media Marketing, Lead Generation, Strategic Partnerships, HR Department Start-up, Manage Client..., Marketing, Compensation Strategies, E-commerce, Strategic HR, Compensation & Benefits..., Organizational Design, Human Capital, Executive Staffing, Staffing Plans, Process Optimization, Organizational Structure
Education
Bucknell University 2001 — 2005
BA, Economics and Psychology
Crystal Springs Uplands School
Brit + Co January 2015 - Present
Brit + Co July 2014 - January 2015
Sailthru 2011 - 2013
BaubleBar Inc. April 2011 - April 2011
Russell Reynolds Associates 2008 - 2011
JPMorgan 2005 - 2007
US Trust 2005 - 2006
The Carter Center 2003 - 2003
Skills
Start-ups, Executive Search, Strategy, Recruiting, Talent Management, Employee Engagement, Human Resources, Management, Leadership, Talent Acquisition, Organizational..., Client/Hiring Manager..., Cross Functional..., Employer Development, Talent Assessment, Technical Recruiting, Startup Consulting, Talent Development, Strategic Hiring, New Business Development, Consulting, Online Marketing, CRM, Change Management, Social Media, Full-cycle Recruiting, Applicant Tracking..., Entrepreneurship, Interviews, Employer Branding, Analytics, Vendor Management, Team Management, Management Consulting, Social Media Marketing, Lead Generation, Strategic Partnerships, HR Department Start-up, Manage Client..., Marketing, Compensation Strategies, E-commerce, Strategic HR, Compensation & Benefits..., Organizational Design, Human Capital, Executive Staffing, Staffing Plans, Process Optimization, Organizational Structure
Education
Bucknell University 2001 — 2005
BA, Economics and Psychology
Crystal Springs Uplands School
Joseph Madich Joseph Madich's JPMorgan Experience May 2006 - August 2006
Job Business Analysis Consultant at Leading EDJE
Industry Computer Software
Experience
Leading EDJE June 2015 - Present
Devcorr Technologies, LLC June 2013 - Present
The Scotts Miracle-Gro Company February 2015 - June 2015
Socialite Media LLC August 2011 - April 2014
DSW October 2011 - June 2013
DSW June 2007 - October 2011
GE Money January 2007 - May 2007
L Brands August 2006 - May 2007
University of Dayton October 2005 - January 2007
JPMorgan May 2006 - August 2006
Skills
Agile Methodologies, Project Management, Cross-functional Team..., SDLC, Lean business, E-commerce, JavaScript, Management, Software Development, Enterprise Architecture, SQL, Oracle, HTML, SEO, Testing, Web Applications, Leadership, Analytics, Process Improvement, Strategy
Education
Capital University 2009 — 2011
MBA, Finance, 3.8
University of Dayton 2003 — 2007
BSBA, MIS, Operations Management, 3.4
Leading EDJE June 2015 - Present
Devcorr Technologies, LLC June 2013 - Present
The Scotts Miracle-Gro Company February 2015 - June 2015
Socialite Media LLC August 2011 - April 2014
DSW October 2011 - June 2013
DSW June 2007 - October 2011
GE Money January 2007 - May 2007
L Brands August 2006 - May 2007
University of Dayton October 2005 - January 2007
JPMorgan May 2006 - August 2006
Skills
Agile Methodologies, Project Management, Cross-functional Team..., SDLC, Lean business, E-commerce, JavaScript, Management, Software Development, Enterprise Architecture, SQL, Oracle, HTML, SEO, Testing, Web Applications, Leadership, Analytics, Process Improvement, Strategy
Education
Capital University 2009 — 2011
MBA, Finance, 3.8
University of Dayton 2003 — 2007
BSBA, MIS, Operations Management, 3.4
Brian Oliveira Brian Oliveira's JPMorgan Experience 2007 - 2009
Job Vice President at Knight Capital Group
Industry Accounting
Experience
KCG Holdings, Inc. January 2009 - Present
JPMorgan 2007 - 2009
WithumSmith+Brown 2005 - 2007
Skills
Financial Reporting, Audit, Financial Analysis, Accounting, Financial Modeling
Education
California State University-Dominguez Hills 2008 — 2009
MBA, Finance
The College of New Jersey 2000 — 2005
B.S., Accounting
KCG Holdings, Inc. January 2009 - Present
JPMorgan 2007 - 2009
WithumSmith+Brown 2005 - 2007
Skills
Financial Reporting, Audit, Financial Analysis, Accounting, Financial Modeling
Education
California State University-Dominguez Hills 2008 — 2009
MBA, Finance
The College of New Jersey 2000 — 2005
B.S., Accounting
Robert Frawley Robert Frawley's JPMorgan Experience June 2008 - Present
Job VP at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
Lillian White Lillian White's JPMorgan Experience April 2010 - August 2012
Job Seeking new opportunity
Industry Financial Services
Experience
JPMorgan April 2010 - August 2012
JPMorgan Chase Bank, N.A. July 2006 - April 2010
Skills
Relationship Management, Fixed Income, Securities, Hedge Funds, Equities, Mutual Funds, Global Custody, Middle Office, Derivatives, Bloomberg, Capital Markets, Alternative Investments, Financial Services, Prime Brokerage, Spanish - Fluent
Education
Briarcliffe College 1977 — 1979
Certificate in business administration
JPMorgan April 2010 - August 2012
JPMorgan Chase Bank, N.A. July 2006 - April 2010
Skills
Relationship Management, Fixed Income, Securities, Hedge Funds, Equities, Mutual Funds, Global Custody, Middle Office, Derivatives, Bloomberg, Capital Markets, Alternative Investments, Financial Services, Prime Brokerage, Spanish - Fluent
Education
Briarcliffe College 1977 — 1979
Certificate in business administration
Brad Wilcox Brad Wilcox's JPMorgan Experience February 2005 - July 2005
Job Hearing Healthcare Provider, HIS
Industry Health, Wellness and Fitness
Experience
AccuQuest Hearing Centers 2011 - 2014
Evidien, llc August 2008 - December 2009
Devon Self-Storage May 2007 - August 2007
JPMorgan February 2005 - July 2005
Skills
Financial Analysis, Private Equity, Business Development, Real Estate, Strategic Planning, Business Planning
Education
Brigham Young University 2001 — 2008
Biology
AccuQuest Hearing Centers 2011 - 2014
Evidien, llc August 2008 - December 2009
Devon Self-Storage May 2007 - August 2007
JPMorgan February 2005 - July 2005
Skills
Financial Analysis, Private Equity, Business Development, Real Estate, Strategic Planning, Business Planning
Education
Brigham Young University 2001 — 2008
Biology
Erik Hoberg Erik Hoberg's JPMorgan Experience April 2009 - February 2012
Job Assistant Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
Sean Alan Murphy's JPMorgan Experience February 2006 - September 2013
Job VP, Global Employee Relations Analytics Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
JPMorgan February 2006 - September 2013
JPMorgan July 2001 - February 2006
ERC Dataplus May 1999 - June 2001
Harris Interactive August 1998 - April 1999
Chase December 1997 - August 1998
American Express December 1995 - December 1997
JPMorgan Chase February 1993 - December 1995
Skills
Employee Relations, Human Resources, Talent Management, Succession Planning, Market Research, Investment Banking, Organizational..., Employee Engagement, HR Consulting, Onboarding, Performance Management
Education
Rensselaer Polytechnic Institute
M.S., Industrial/Organizational Psychology
Bowling Green State University
B.S., Psychology
JPMorgan Chase September 2013 - Present
JPMorgan February 2006 - September 2013
JPMorgan July 2001 - February 2006
ERC Dataplus May 1999 - June 2001
Harris Interactive August 1998 - April 1999
Chase December 1997 - August 1998
American Express December 1995 - December 1997
JPMorgan Chase February 1993 - December 1995
Skills
Employee Relations, Human Resources, Talent Management, Succession Planning, Market Research, Investment Banking, Organizational..., Employee Engagement, HR Consulting, Onboarding, Performance Management
Education
Rensselaer Polytechnic Institute
M.S., Industrial/Organizational Psychology
Bowling Green State University
B.S., Psychology
Lauren (Quach) Leong's JPMorgan Experience August 2005 - July 2007
Job
Industry Investment Management
Experience
Stelliam Investment Management November 2014 - Present
JPMorgan Private Bank July 2007 - November 2014
JPMorgan August 2005 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science
Lorenzo de Medici 2003 — 2003
Stelliam Investment Management November 2014 - Present
JPMorgan Private Bank July 2007 - November 2014
JPMorgan August 2005 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science
Lorenzo de Medici 2003 — 2003
Steve Jaffe's JPMorgan Experience November 2003 - September 2009
Job Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners October 2011 - Present
TD Securities September 2009 - September 2011
JPMorgan November 2003 - September 2009
Shore Shuttles February 2005 - September 2007
Brown Brothers Harriman October 2000 - October 2003
Allegiance Telecom 2000 - 2001
Skills
Fixed Income, Portfolio Management, Series 7, Capital Markets, Derivatives, Risk Management, Asset Managment, Valuation, Investments, Due Diligence, Private Equity, Finance, Securities, Bonds
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Marketing
Boston University 1996 — 2000
BA, International Relations
Guggenheim Partners October 2011 - Present
TD Securities September 2009 - September 2011
JPMorgan November 2003 - September 2009
Shore Shuttles February 2005 - September 2007
Brown Brothers Harriman October 2000 - October 2003
Allegiance Telecom 2000 - 2001
Skills
Fixed Income, Portfolio Management, Series 7, Capital Markets, Derivatives, Risk Management, Asset Managment, Valuation, Investments, Due Diligence, Private Equity, Finance, Securities, Bonds
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Marketing
Boston University 1996 — 2000
BA, International Relations
Alan Freeman's JPMorgan Experience 2007 - June 2010
Job Mortgage Risk & Compliance Executive
Industry Banking
Experience
PNC January 2015 - Present
PNC Financial Services Group February 2010 - Present
JPMorgan 2007 - June 2010
JPMorgan 2004 - 2007
Bank One 2001 - 2004
BondNexus 2001 - 2002
Advent Software 2000 - 2001
Reuters July 1998 - June 1999
Skills
Risk Management, Fixed Income, Equities, Derivatives, Financial Risk, Securities, Data Warehousing, Credit, Analysis, Portfolio Management, Credit Risk, Finance, Banking, Analytics, Investments, Trading, Bonds, Financial Services, CRM, Treasury Management, Management, Capital Markets, Basel II, Commercial Banking, Relationship Management, Program Management, Investment Banking
Education
Carnegie Mellon University 1995 — 1996
MA
Purdue University 1989 — 1992
BA
Fairfield High School 1985 — 1989
PNC January 2015 - Present
PNC Financial Services Group February 2010 - Present
JPMorgan 2007 - June 2010
JPMorgan 2004 - 2007
Bank One 2001 - 2004
BondNexus 2001 - 2002
Advent Software 2000 - 2001
Reuters July 1998 - June 1999
Skills
Risk Management, Fixed Income, Equities, Derivatives, Financial Risk, Securities, Data Warehousing, Credit, Analysis, Portfolio Management, Credit Risk, Finance, Banking, Analytics, Investments, Trading, Bonds, Financial Services, CRM, Treasury Management, Management, Capital Markets, Basel II, Commercial Banking, Relationship Management, Program Management, Investment Banking
Education
Carnegie Mellon University 1995 — 1996
MA
Purdue University 1989 — 1992
BA
Fairfield High School 1985 — 1989
Ramu Arunachalam's JPMorgan Experience July 2007 - March 2009
Job General Partner at A Capital
Industry Venture Capital & Private Equity
Experience
A Capital May 2014 - Present
Andreessen Horowitz December 2010 - January 2014
Nutanix July 2010 - December 2010
Aster Data Systems May 2009 - June 2010
JPMorgan July 2007 - March 2009
VMware Inc. September 2002 - May 2006
Inktomi June 1999 - July 2002
Skills
TCP/IP, Distributed Systems, VMware, Enterprise Software, Product Management, Virtualization, Strategy, Start-ups, Software Development, Scalability, Cloud Computing, Analytics, Strategic Partnerships, Big Data, Venture Capital, SaaS, Product Marketing, Hadoop
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Majors in Analytical Finance, Managerial Economics, Decision Sciences, Financial Accounting
Carnegie Mellon University
BS, Electrical and Computer Engineering
University of Maryland College Park
MS, Computer Science
A Capital May 2014 - Present
Andreessen Horowitz December 2010 - January 2014
Nutanix July 2010 - December 2010
Aster Data Systems May 2009 - June 2010
JPMorgan July 2007 - March 2009
VMware Inc. September 2002 - May 2006
Inktomi June 1999 - July 2002
Skills
TCP/IP, Distributed Systems, VMware, Enterprise Software, Product Management, Virtualization, Strategy, Start-ups, Software Development, Scalability, Cloud Computing, Analytics, Strategic Partnerships, Big Data, Venture Capital, SaaS, Product Marketing, Hadoop
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Majors in Analytical Finance, Managerial Economics, Decision Sciences, Financial Accounting
Carnegie Mellon University
BS, Electrical and Computer Engineering
University of Maryland College Park
MS, Computer Science
Cindy Tseng Hseuh's JPMorgan Experience 2000 - 2005
Job Principal at Fairview Capital Partners
Industry Investment Management
Experience
Fairview Capital Partners September 2008 - Present
JPMorgan - Investment Banking June 2007 - May 2008
Neutrogena June 2006 - August 2006
JPMorgan 2000 - 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Marketing
Brown University 1996 — 2000
BA, Applied Math and Economics
East Brunswick High School
East Brunswick High School
Fairview Capital Partners September 2008 - Present
JPMorgan - Investment Banking June 2007 - May 2008
Neutrogena June 2006 - August 2006
JPMorgan 2000 - 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Marketing
Brown University 1996 — 2000
BA, Applied Math and Economics
East Brunswick High School
East Brunswick High School
Richard Morris, CFA's JPMorgan Experience June 2007 - August 2008
Job Vice President, Institutional Derivative Sales at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2011 - Present
RBC Capital Markets July 2010 - August 2011
Nomura Securities October 2008 - June 2009
JPMorgan June 2007 - August 2008
Deutsche Bank July 2004 - June 2007
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance, Quantitative Analysis
Boston University Questrom School of Business 1991 — 1995
BS, Finance
RBC Capital Markets September 2011 - Present
RBC Capital Markets July 2010 - August 2011
Nomura Securities October 2008 - June 2009
JPMorgan June 2007 - August 2008
Deutsche Bank July 2004 - June 2007
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance, Quantitative Analysis
Boston University Questrom School of Business 1991 — 1995
BS, Finance
Leah Schettino's JPMorgan Experience July 2005 - Present
Job VP Operations Manager at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2005 - Present
Education
Bryant University 1993 — 1997
JPMorgan July 2005 - Present
Education
Bryant University 1993 — 1997
Mark Kucera's JPMorgan Experience Vice PresidentJPMorgan Chase1986 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase1986 - Present
Education
Boston University 1972 — 1977
JPMorgan Vice PresidentJPMorgan Chase1986 - Present
Education
Boston University 1972 — 1977
Sean Bloor's JPMorgan Experience May 2006 - November 2007
Job Business Sales Support Analyst at TIAACREF
Industry Financial Services
Yanchun Song's JPMorgan Experience June 2006 - October 2009
Job Structured Credit at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management December 2012 - Present
Barclays Capital July 2010 - December 2012
Citi October 2009 - July 2010
JPMorgan June 2006 - October 2009
ISO February 2004 - February 2006
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master, Computational Finance
University of Science and Technology of China 1994 — 1999
B.S., Materials Science and Engineering
Och-Ziff Capital Management December 2012 - Present
Barclays Capital July 2010 - December 2012
Citi October 2009 - July 2010
JPMorgan June 2006 - October 2009
ISO February 2004 - February 2006
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master, Computational Finance
University of Science and Technology of China 1994 — 1999
B.S., Materials Science and Engineering
Thomas Hung's JPMorgan Experience July 2001 - June 2003
Job Senior Vice President, Restaurant Finance at Citizens Bank
Industry Financial Services
Experience
Citizens Bank August 2013 - Present
GE Capital June 2011 - August 2013
GE Capital October 2007 - June 2011
Montgomery & Co., LLC August 2005 - October 2007
Deutsche Bank June 2004 - August 2004
JPMorgan July 2001 - June 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Brigham Young University 1999 — 2001
BS, Finance
Citizens Bank August 2013 - Present
GE Capital June 2011 - August 2013
GE Capital October 2007 - June 2011
Montgomery & Co., LLC August 2005 - October 2007
Deutsche Bank June 2004 - August 2004
JPMorgan July 2001 - June 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Brigham Young University 1999 — 2001
BS, Finance
Kate Fatica's JPMorgan Experience 2007 - 2008
Job Associate at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP June 2014 - Present
Sullivan & Cromwell LLP September 2012 - June 2014
Christies 2008 - 2009
JPMorgan 2007 - 2008
JPMorgan 2004 - 2007
Birinyi Associates June 1998 - August 1998
Skills
Capital Markets, Finance, Investments, Legal Research, Legal Writing
Education
New York University School of Law 2009 — 2012
JD
Brown University 2000 — 2004
BA, Biology
Sullivan & Cromwell LLP June 2014 - Present
Sullivan & Cromwell LLP September 2012 - June 2014
Christies 2008 - 2009
JPMorgan 2007 - 2008
JPMorgan 2004 - 2007
Birinyi Associates June 1998 - August 1998
Skills
Capital Markets, Finance, Investments, Legal Research, Legal Writing
Education
New York University School of Law 2009 — 2012
JD
Brown University 2000 — 2004
BA, Biology
Cristian Monterroza's JPMorgan Experience June 2010 - June 2011
Job iOS Engineer
Industry Computer Software
Experience
Rally Health December 2014 - Present
JPMorgan Chase June 2011 - March 2014
JPMorgan June 2010 - June 2011
JPMorgan Chase June 2009 - June 2010
JPMorgan Chase June 2008 - September 2008
Bloomberg July 2007 - August 2007
Skills
Derivatives, Business Analysis, Project Management, Bloomberg, Fixed Income, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Portfolio Management, Investments, Bloomberg Terminal, Data Analysis, Options, HTML 5, CSS, Ruby on Rails, Ruby, CSS3, jQuery, JavaScript, Backbone.js, HTML5, iOS, Cocoa, Cocoa Touch, Swift
Education
App Academy 2014 — 2014
Full Stack Web Development
Bucknell University 2005 — 2009
Bachelor of Arts (BA), Economics and Management
Phillips Academy 2001 — 2005
High School Diploma
Rally Health December 2014 - Present
JPMorgan Chase June 2011 - March 2014
JPMorgan June 2010 - June 2011
JPMorgan Chase June 2009 - June 2010
JPMorgan Chase June 2008 - September 2008
Bloomberg July 2007 - August 2007
Skills
Derivatives, Business Analysis, Project Management, Bloomberg, Fixed Income, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Portfolio Management, Investments, Bloomberg Terminal, Data Analysis, Options, HTML 5, CSS, Ruby on Rails, Ruby, CSS3, jQuery, JavaScript, Backbone.js, HTML5, iOS, Cocoa, Cocoa Touch, Swift
Education
App Academy 2014 — 2014
Full Stack Web Development
Bucknell University 2005 — 2009
Bachelor of Arts (BA), Economics and Management
Phillips Academy 2001 — 2005
High School Diploma
Jeremy Lam's JPMorgan Experience October 2004 - 2008
Job Vice President at Raymond James Financial, Inc.
Industry Banking
Experience
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Maktu Biri's JPMorgan Experience January 2000 - May 2007
Job MD Blackstone Group
Industry Banking
Experience
The Blackstone Group August 2007 - Present
Merrill Lynch July 2007 - Present
JPMorgan January 2000 - May 2007
Citigroup 1996 - 2000
Education
Boston University
Columbia University - Columbia Business School
MBA
The Blackstone Group August 2007 - Present
Merrill Lynch July 2007 - Present
JPMorgan January 2000 - May 2007
Citigroup 1996 - 2000
Education
Boston University
Columbia University - Columbia Business School
MBA
Michele Matz Biamonte's JPMorgan Experience 1994 - 1999
Job Founder, BlankPage; Career and Leadership Development Consultant
Industry Professional Training & Coaching
Experience
BlankPage January 2009 - Present
Harvard Business School August 2005 - Present
Bucknell University Alumni Association 2006 - 2014
Harvard Business School September 1999 - June 2005
JPMorgan 1994 - 1999
Skills
Career Counseling, Performance Management, Recruiting, Career Development, Job Search Strategies, Leadership Development, Higher Education, Public Speaking, Executive Coaching, Cover Letters, Screening Resumes, Interview Preparation, Social Networking, Personal Branding, Marketing Strategy, Strategic Communications, Interviews
Education
Harvard University Graduate School of Education 2001 — 2005
M.Ed., Adult Development
Bucknell University 1990 — 1994
BSBA, Business/Accounting
Titusville High School 1987 — 1990
BlankPage January 2009 - Present
Harvard Business School August 2005 - Present
Bucknell University Alumni Association 2006 - 2014
Harvard Business School September 1999 - June 2005
JPMorgan 1994 - 1999
Skills
Career Counseling, Performance Management, Recruiting, Career Development, Job Search Strategies, Leadership Development, Higher Education, Public Speaking, Executive Coaching, Cover Letters, Screening Resumes, Interview Preparation, Social Networking, Personal Branding, Marketing Strategy, Strategic Communications, Interviews
Education
Harvard University Graduate School of Education 2001 — 2005
M.Ed., Adult Development
Bucknell University 1990 — 1994
BSBA, Business/Accounting
Titusville High School 1987 — 1990
Ron Papanek's JPMorgan Experience 1989 - 1998
Job Managing Director at Symbiont.io
Industry Financial Services
Experience
Symbiont.io 2015 - Present
MSCI Inc. 2010 - Present
RiskMetrics Group 2000 - 2010
JPMorgan 1989 - 1998
JP Morgan 1989 - 1998
Skills
Derivatives, Portfolio Management, Hedge Funds, Equities, Fixed Income, Capital Markets, Portfolio Optimization, Strategy, Quantitative Finance, Investments, Bloomberg, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
University of Chicago 1980 — 1984
BA, Economics
Symbiont.io 2015 - Present
MSCI Inc. 2010 - Present
RiskMetrics Group 2000 - 2010
JPMorgan 1989 - 1998
JP Morgan 1989 - 1998
Skills
Derivatives, Portfolio Management, Hedge Funds, Equities, Fixed Income, Capital Markets, Portfolio Optimization, Strategy, Quantitative Finance, Investments, Bloomberg, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
University of Chicago 1980 — 1984
BA, Economics
Drew Loughlin's JPMorgan Experience March 2000 - Present
Job Managing Director at JPMorgan
Industry Banking
Experience
JPMorgan March 2000 - Present
Merchant Energy Group May 1998 - March 2000
Koch Industries September 1996 - May 1998
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Credit Derivatives, Municipal Bonds, Interest Rate..., Options, Proprietary Trading, Commodity Markets, Trading, Commodity, Trading Systems, Hedging, Rates, Bonds, Securities, Money Market, Interest Rate Swaps, Swaps, Bloomberg, CDS, Equity Derivatives, FX Options
Education
Vanderbilt University 1993 — 1995
Master of Business Administration (MBA), Finance
Central Connecticut State University 1989 — 1993
Bachelor of Arts (BA), Economics
JPMorgan March 2000 - Present
Merchant Energy Group May 1998 - March 2000
Koch Industries September 1996 - May 1998
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Credit Derivatives, Municipal Bonds, Interest Rate..., Options, Proprietary Trading, Commodity Markets, Trading, Commodity, Trading Systems, Hedging, Rates, Bonds, Securities, Money Market, Interest Rate Swaps, Swaps, Bloomberg, CDS, Equity Derivatives, FX Options
Education
Vanderbilt University 1993 — 1995
Master of Business Administration (MBA), Finance
Central Connecticut State University 1989 — 1993
Bachelor of Arts (BA), Economics
Ben Sauter, CFA's JPMorgan Experience September 2000 - September 2003
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2012 - Present
Bank of America March 2005 - June 2012
JPMorgan September 2000 - September 2003
Parks Associates December 1999 - September 2000
Skills
Credit, Risk Management, Capital Markets, Credit Analysis, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Credit Risk
Education
Brigham Young University 1993 — 1999
Bachelor of Arts, Economics
Goldman Sachs July 2012 - Present
Bank of America March 2005 - June 2012
JPMorgan September 2000 - September 2003
Parks Associates December 1999 - September 2000
Skills
Credit, Risk Management, Capital Markets, Credit Analysis, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Credit Risk
Education
Brigham Young University 1993 — 1999
Bachelor of Arts, Economics
Hugh Au's JPMorgan Experience 2001 - 2004
Job VP at Citigroup
Industry Banking
Experience
Citigroup Global Markets 2004 - Present
JPMorgan 2001 - 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
Massachusetts Institute of Technology 1990 — 1996
PhD, Engineering
Carnegie Mellon University 1986 — 1990
BS, Engineering
Citigroup Global Markets 2004 - Present
JPMorgan 2001 - 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
Massachusetts Institute of Technology 1990 — 1996
PhD, Engineering
Carnegie Mellon University 1986 — 1990
BS, Engineering
Dina Cece's JPMorgan Experience January 2008 - September 2014
Job Lead Plan Services Account Manager EMPOWER Retirement
Industry Human Resources
Experience
EMPOWER Retirement August 2014 - Present
JPMorgan January 2008 - September 2014
Lincoln Financial Group July 2000 - February 2007
Lincoln Financial Group 2000 - 2007
Duchossois Industries, Inc. June 1998 - June 2000
Hewitt Associates May 1994 - June 2000
Skills
401k, Retirement, Employee Benefits, Benefits, Client Services, Vendor Management, Benefits Administration, Defined Benefit, ERISA, Financial Services, Pensions, Defined Contribution, Mutual Funds
Education
Bradley University 1990 — 1994
EMPOWER Retirement August 2014 - Present
JPMorgan January 2008 - September 2014
Lincoln Financial Group July 2000 - February 2007
Lincoln Financial Group 2000 - 2007
Duchossois Industries, Inc. June 1998 - June 2000
Hewitt Associates May 1994 - June 2000
Skills
401k, Retirement, Employee Benefits, Benefits, Client Services, Vendor Management, Benefits Administration, Defined Benefit, ERISA, Financial Services, Pensions, Defined Contribution, Mutual Funds
Education
Bradley University 1990 — 1994
Kirk Stobinski's JPMorgan Experience September 2008 - January 2010
Job ITIL Certified Incident Mgr: DesignBuildImplement IT solutions for App. Developers in Manufacturing & Banking
Industry Financial Services
Experience
J.P. Morgan January 2009 - Present
JPMorgan September 2008 - January 2010
Blood and Thunder Magazine 2008 - 2010
J.P. Morgan September 2006 - September 2008
JPMorgan Chase April 2005 - September 2006
Owens Corning Fiberglas January 1998 - November 2005
COMSYS November 2004 - April 2005
Skills
Incident Management, Change Management, Management, Team Leadership, Vendor Management, Disaster Recovery, Batch Processing, Business Analysis, IT Strategy, Process Improvement, Program Management, Risk Management, Enterprise Architecture, SAP, Software Documentation, Problem Management, Business Process..., Troubleshooting, Photoshop, Photography, Manufacturing, Quality Assurance, User Acceptance Testing
Education
Bowling Green State University 1995 — 2000
Bachelor of Science (B.S.), Information Technology
Western Kentucky University 1992 — 1995
Photojournalism
J.P. Morgan January 2009 - Present
JPMorgan September 2008 - January 2010
Blood and Thunder Magazine 2008 - 2010
J.P. Morgan September 2006 - September 2008
JPMorgan Chase April 2005 - September 2006
Owens Corning Fiberglas January 1998 - November 2005
COMSYS November 2004 - April 2005
Skills
Incident Management, Change Management, Management, Team Leadership, Vendor Management, Disaster Recovery, Batch Processing, Business Analysis, IT Strategy, Process Improvement, Program Management, Risk Management, Enterprise Architecture, SAP, Software Documentation, Problem Management, Business Process..., Troubleshooting, Photoshop, Photography, Manufacturing, Quality Assurance, User Acceptance Testing
Education
Bowling Green State University 1995 — 2000
Bachelor of Science (B.S.), Information Technology
Western Kentucky University 1992 — 1995
Photojournalism
Richard Kosak's JPMorgan Experience May 2007 - Present
Job Assistant Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan May 2007 - Present
Skills
Hedge Funds, Fund Accounting, Investments
Education
Suffolk University - Sawyer Business School 2006 — 2010
MBA
Bryant University 1996 — 2000
Bachelors in Business Administration, Accounting
JPMorgan May 2007 - Present
Skills
Hedge Funds, Fund Accounting, Investments
Education
Suffolk University - Sawyer Business School 2006 — 2010
MBA
Bryant University 1996 — 2000
Bachelors in Business Administration, Accounting
Daniel Wilson's JPMorgan Experience August 2007 - December 2010
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
Presidio Community YMCA July 2013 - Present
J.P. Morgan January 2011 - January 2014
JPMorgan August 2007 - December 2010
Piper Jaffray August 2004 - August 2006
KPMG September 2003 - August 2004
Skills
Investment Banking, Corporate Finance, M&A experience, Financial Analysis, Financial Modeling, Valuation, Mergers, Equities, IPO, Capital Markets, Due Diligence, Strategy
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration, Finance, Economics, Statistics
J.P. Morgan January 2014 - Present
Presidio Community YMCA July 2013 - Present
J.P. Morgan January 2011 - January 2014
JPMorgan August 2007 - December 2010
Piper Jaffray August 2004 - August 2006
KPMG September 2003 - August 2004
Skills
Investment Banking, Corporate Finance, M&A experience, Financial Analysis, Financial Modeling, Valuation, Mergers, Equities, IPO, Capital Markets, Due Diligence, Strategy
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration, Finance, Economics, Statistics
Megan Colegrove's JPMorgan Experience 2006 - 2008
Job Finance Manager
Industry Nonprofit Organization Management
Experience
Shoreline Behavioral Health Services November 2014 - Present
CBL & Associates Properties, Inc. June 2011 - November 2014
The Scotts Miracle-Gro Company January 2008 - June 2011
JPMorgan 2006 - 2008
Ashland Inc. 2004 - 2006
Skills
Internal Audit
Education
Capital University 1997 — 2001
Capital University - School of Management 1997 — 2001
Shoreline Behavioral Health Services November 2014 - Present
CBL & Associates Properties, Inc. June 2011 - November 2014
The Scotts Miracle-Gro Company January 2008 - June 2011
JPMorgan 2006 - 2008
Ashland Inc. 2004 - 2006
Skills
Internal Audit
Education
Capital University 1997 — 2001
Capital University - School of Management 1997 — 2001
Ian Glassford's JPMorgan Experience sales managerKey PrivateBank1998 - 2002
Job Senior Vice Preisdent at JPMorgan
Industry Financial Services
Experience
JPMorgan sales managerKey PrivateBank1998 - 2002
Education
Carleton University 1983 — 1987
JPMorgan sales managerKey PrivateBank1998 - 2002
Education
Carleton University 1983 — 1987
Alex Zisson's JPMorgan Experience 2001 - 2002
Job Partner at Thomas, McNerney & Partners
Industry Venture Capital & Private Equity
Experience
Thomas, McNerney & Partners December 2002 - Present
JPMorgan 2001 - 2002
Hambrecht & Quist 1991 - 2002
Skills
Venture Capital, Valuation, Private Equity, Mergers, Corporate Development, Due Diligence, Investments, Investment Banking, Business Development, M&A experience, LBO, Investor Relations, Restructuring, Divestitures, Strategy, Mergers & Acquisitions, Entrepreneurship, Joint Ventures, Alternative Investments, IPO, Financial Modeling, Start-ups, Strategic Partnerships, Management Consulting, Corporate Finance, Business Strategy, Capital Markets, Equities, Business Valuation, Hedge Funds, Business Planning, Private Placements, Scrabble, Emerging Markets, Licensing, Financial Structuring, Deal Sourcing, Venture Financing, Equity Research, Capital Raising, Capital, Angel Investing, Equity Capital Markets, Growth Capital, Executive Management, Portfolio Management, Acquisitions, Acquisition Integration, Leveraged Finance, Mezzanine
Education
Brown University 1987 — 1991
Thomas, McNerney & Partners December 2002 - Present
JPMorgan 2001 - 2002
Hambrecht & Quist 1991 - 2002
Skills
Venture Capital, Valuation, Private Equity, Mergers, Corporate Development, Due Diligence, Investments, Investment Banking, Business Development, M&A experience, LBO, Investor Relations, Restructuring, Divestitures, Strategy, Mergers & Acquisitions, Entrepreneurship, Joint Ventures, Alternative Investments, IPO, Financial Modeling, Start-ups, Strategic Partnerships, Management Consulting, Corporate Finance, Business Strategy, Capital Markets, Equities, Business Valuation, Hedge Funds, Business Planning, Private Placements, Scrabble, Emerging Markets, Licensing, Financial Structuring, Deal Sourcing, Venture Financing, Equity Research, Capital Raising, Capital, Angel Investing, Equity Capital Markets, Growth Capital, Executive Management, Portfolio Management, Acquisitions, Acquisition Integration, Leveraged Finance, Mezzanine
Education
Brown University 1987 — 1991
Sharon Carson's JPMorgan Experience April 2012 - Present
Job Vice President, IRA Product Management at JPMorgan
Industry Financial Services
Experience
JPMorgan April 2012 - Present
Bank of America January 2009 - April 2012
Merrill Lynch 2005 - 2008
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1995 - 1998
JPMorgan Chase 1988 - 1994
Skills
Financial Advisory
Education
Columbia University in the City of New York 1997 — 1999
MBA, Management
Bowling Green State University 1984 — 1987
BA, Geography
JPMorgan April 2012 - Present
Bank of America January 2009 - April 2012
Merrill Lynch 2005 - 2008
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1995 - 1998
JPMorgan Chase 1988 - 1994
Skills
Financial Advisory
Education
Columbia University in the City of New York 1997 — 1999
MBA, Management
Bowling Green State University 1984 — 1987
BA, Geography
Katherine Santiago's JPMorgan Experience January 2005 - Present
Job Executive Director, Quantitative Research
Industry Financial Services
Experience
JPMorgan January 2005 - Present
J.P. Morgan August 2011 - June 2015
Skills
Asset Allocation, Global Tactical Asset..., Portfolio Management, Alternative Beta, Merger Arbitrage, Target Date Investing, Arbitrage, Alternative Investments, Quantitative Analytics, Quantitative Finance, Investments, Bloomberg, Capital Markets, Investment Management
Education
New York University 2003 — 2005
M.S., Mathematics in Finance
Bowdoin College 1999 — 2003
B.S., Mathematics
JPMorgan January 2005 - Present
J.P. Morgan August 2011 - June 2015
Skills
Asset Allocation, Global Tactical Asset..., Portfolio Management, Alternative Beta, Merger Arbitrage, Target Date Investing, Arbitrage, Alternative Investments, Quantitative Analytics, Quantitative Finance, Investments, Bloomberg, Capital Markets, Investment Management
Education
New York University 2003 — 2005
M.S., Mathematics in Finance
Bowdoin College 1999 — 2003
B.S., Mathematics
Jean-Claude Ndongo's JPMorgan Experience September 2007 - July 2014
Job Princor Registered Representative/Financial Advisor, Financial Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2014 - Present
ASIST Translation Services Inc. April 2014 - May 2015
JPMorgan September 2007 - July 2014
National Association of Black Accountants (NABA) - Columbus Ohio chapter July 2010 - June 2011
JPMorgan Chase November 2005 - September 2007
JPMorgan Chase November 2001 - November 2005
Education
Otterbein University 2011 — 2013
MBA, Business Administration
Franklin University 2003 — 2005
Bachelor's, Financial Management and Accounting
Butler Community College 1996 — 1999
Associate, Business Administration
Loupiots
Principal Financial Group September 2014 - Present
ASIST Translation Services Inc. April 2014 - May 2015
JPMorgan September 2007 - July 2014
National Association of Black Accountants (NABA) - Columbus Ohio chapter July 2010 - June 2011
JPMorgan Chase November 2005 - September 2007
JPMorgan Chase November 2001 - November 2005
Education
Otterbein University 2011 — 2013
MBA, Business Administration
Franklin University 2003 — 2005
Bachelor's, Financial Management and Accounting
Butler Community College 1996 — 1999
Associate, Business Administration
Loupiots
Thomas Hockswender's JPMorgan Experience June 2008 - December 2008
Job
Industry Financial Services
Experience
UBS May 2010 - Present
PIMCO December 2008 - May 2010
JPMorgan June 2008 - December 2008
Bear Stearns March 2000 - June 2008
Castle Point Systems April 1996 - March 2000
Allied Signal Aerospace December 1993 - April 1996
Education
Carnegie Mellon University 1989 — 1993
UBS May 2010 - Present
PIMCO December 2008 - May 2010
JPMorgan June 2008 - December 2008
Bear Stearns March 2000 - June 2008
Castle Point Systems April 1996 - March 2000
Allied Signal Aerospace December 1993 - April 1996
Education
Carnegie Mellon University 1989 — 1993
Hayden Duncan's JPMorgan Experience 2004 - 2006
Job Bank Debt Closer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
One East Partners December 2007 - April 2010
Barclays Capital PLC 2006 - 2007
JPMorgan 2004 - 2006
JPMorgan Chase Bank 2004 - 2006
JPMorgan Chase 2004 - 2006
Education
Brown University 1998 — 2003
Bank of America Merrill Lynch April 2010 - Present
One East Partners December 2007 - April 2010
Barclays Capital PLC 2006 - 2007
JPMorgan 2004 - 2006
JPMorgan Chase Bank 2004 - 2006
JPMorgan Chase 2004 - 2006
Education
Brown University 1998 — 2003
Brian Christiansen's JPMorgan Experience 2003 - 2004
Job Chief Financial Officer at Tate Boys Tire & Service
Industry Automotive
Experience
Tate Boys Tire & Service March 2007 - Present
ConocoPhillips 2004 - 2007
JPMorgan 2003 - 2004
Skills
Microsoft Word, Financial Analysis, Finance, Forecasting, Customer Service, Financial Modeling, Valuation, Strategic Planning, Budgets, Business Development, Leadership, Business Analysis, Cross-functional Team..., Microsoft Excel, Mergers & Acquisitions, Analysis, Business Strategy, Process Improvement, Risk Management, Business Planning, Due Diligence, Corporate Finance, Financial Reporting
Education
Brigham Young University 1997 — 2002
Bachelor of Science (BS), Business Management - Finance
Tate Boys Tire & Service March 2007 - Present
ConocoPhillips 2004 - 2007
JPMorgan 2003 - 2004
Skills
Microsoft Word, Financial Analysis, Finance, Forecasting, Customer Service, Financial Modeling, Valuation, Strategic Planning, Budgets, Business Development, Leadership, Business Analysis, Cross-functional Team..., Microsoft Excel, Mergers & Acquisitions, Analysis, Business Strategy, Process Improvement, Risk Management, Business Planning, Due Diligence, Corporate Finance, Financial Reporting
Education
Brigham Young University 1997 — 2002
Bachelor of Science (BS), Business Management - Finance
Gregory Henley's JPMorgan Experience June 2005 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JPMorgan June 2005 - Present
Goldman Sachs Asset Management May 2008 - March 2010
De La Salle High School January 2001 - January 2003
Skills
Series 7, Series 63
Education
Brandeis University 2003 — 2005
Master of Arts, International Economics and Finance
Brandeis University, Lemberg - International Business School 2003 — 2005
International Economics and Finance
University of San Diego 1997 — 2001
BA, History
JPMorgan June 2005 - Present
Goldman Sachs Asset Management May 2008 - March 2010
De La Salle High School January 2001 - January 2003
Skills
Series 7, Series 63
Education
Brandeis University 2003 — 2005
Master of Arts, International Economics and Finance
Brandeis University, Lemberg - International Business School 2003 — 2005
International Economics and Finance
University of San Diego 1997 — 2001
BA, History
Gonzalo Camacho's JPMorgan Experience August 2009 - August 2011
Job Project Manager at Taulia Inc.
Industry Information Technology and Services
Experience
Taulia Inc. January 2015 - Present
Taulia Inc. August 2011 - December 2014
JPMorgan August 2009 - August 2011
Workday, Inc. September 2008 - August 2009
JPMorgan Xign February 2003 - September 2008
Commerce One December 1999 - January 2003
PeopleSoft March 1998 - December 1999
Price Waterhouse Management Consultants July 1996 - March 1998
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
Taulia Inc. January 2015 - Present
Taulia Inc. August 2011 - December 2014
JPMorgan August 2009 - August 2011
Workday, Inc. September 2008 - August 2009
JPMorgan Xign February 2003 - September 2008
Commerce One December 1999 - January 2003
PeopleSoft March 1998 - December 1999
Price Waterhouse Management Consultants July 1996 - March 1998
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
Dawn Rosquist's JPMorgan Experience January 1999 - January 2002
Job Supervisory Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2012 - Present
Royal Bank of Scotland September 2011 - Present
Citadel Securities LLC September 2010 - August 2011
Royal Bank of Scotland April 2007 - September 2010
JP MORGAN SECURITIES January 2002 - March 2007
JPMorgan January 1999 - January 2002
JPMorgan December 1996 - January 1999
Morgan Stanley June 1994 - December 1996
Brigham Young University January 1990 - January 1994
Skills
Equity Research, Equities, Valuation, Securities, Editing, Fixed Income, Series 7
Education
NEW YORK INSTITUTE OF FINANCE 1995 — 1997
Brigham Young University 1991 — 1993
MA, Medieval Literature; Rhetoric
Brigham Young University 1985 — 1991
BA, English; German
Barclays Investment Bank May 2012 - Present
Royal Bank of Scotland September 2011 - Present
Citadel Securities LLC September 2010 - August 2011
Royal Bank of Scotland April 2007 - September 2010
JP MORGAN SECURITIES January 2002 - March 2007
JPMorgan January 1999 - January 2002
JPMorgan December 1996 - January 1999
Morgan Stanley June 1994 - December 1996
Brigham Young University January 1990 - January 1994
Skills
Equity Research, Equities, Valuation, Securities, Editing, Fixed Income, Series 7
Education
NEW YORK INSTITUTE OF FINANCE 1995 — 1997
Brigham Young University 1991 — 1993
MA, Medieval Literature; Rhetoric
Brigham Young University 1985 — 1991
BA, English; German
Michael Tricarico's JPMorgan Experience 2006 - 2014
Job National Recruitment Manager at Continuiti Talent Guild
Industry Staffing and Recruiting
Experience
Continuiti Staffing 2015 - Present
JPMorgan 2006 - 2014
Advance International Trading Company 2005 - 2006
Skills
Interviews, Leadership, Onboarding, Sourcing, Equities, Performance Management, Recruiting, Sales, Management, Financial Services, Employee Relations, Human Resources, Strategy
Education
California State University-Long Beach
Continuiti Staffing 2015 - Present
JPMorgan 2006 - 2014
Advance International Trading Company 2005 - 2006
Skills
Interviews, Leadership, Onboarding, Sourcing, Equities, Performance Management, Recruiting, Sales, Management, Financial Services, Employee Relations, Human Resources, Strategy
Education
California State University-Long Beach
Valerie DeMay Jalon's JPMorgan Experience June 2008 - January 2009
Job Director, Institutional Equities at Barclays
Industry Financial Services
Experience
Barclays Capital May 2009 - Present
JPMorgan June 2008 - January 2009
Bear Stearns February 1999 - May 2008
Skills
Capital Markets, Equities, Series 7, Valuation, Fixed Income, Hedge Funds
Education
Boston University 1995 — 1996
Northwestern University 1991 — 1995
Barclays Capital May 2009 - Present
JPMorgan June 2008 - January 2009
Bear Stearns February 1999 - May 2008
Skills
Capital Markets, Equities, Series 7, Valuation, Fixed Income, Hedge Funds
Education
Boston University 1995 — 1996
Northwestern University 1991 — 1995
Yiping Jeff Xing, Ph.D, CFA's JPMorgan Experience August 2008 - June 2013
Job Development Manager at TD Securities
Industry Investment Banking
Experience
TD June 2013 - Present
JPMorgan August 2008 - June 2013
Bear Stearns January 2007 - August 2008
Skills
Derivatives, Equities, Analytical Skills, Valuation, Java, Market Data, Calypso, Trading Systems, Interest Rate..., Trading
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
Masters of Science in Computational Finance, Financial Engineering
Stevens Institute of Technology 2002 — 2006
Ph.D, Electrical and Computer Engineering, 4.0
TD June 2013 - Present
JPMorgan August 2008 - June 2013
Bear Stearns January 2007 - August 2008
Skills
Derivatives, Equities, Analytical Skills, Valuation, Java, Market Data, Calypso, Trading Systems, Interest Rate..., Trading
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
Masters of Science in Computational Finance, Financial Engineering
Stevens Institute of Technology 2002 — 2006
Ph.D, Electrical and Computer Engineering, 4.0
Noah Rabinsky's JPMorgan Experience July 2006 - February 2009
Job Private Equity
Industry Venture Capital & Private Equity
Experience
5G Dispensing Systems August 2015 - Present
Interlude Brand Partnerships January 2015 - Present
Foundation Fighting Blindness May 2013 - Present
Natan Fund April 2013 - Present
Spotr March 2014 - March 2015
System One Services January 2013 - February 2014
LegalShield June 2011 - February 2014
MidOcean Partners March 2009 - February 2014
JPMorgan July 2006 - February 2009
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, Investment Banking, LBO, Equity Capital Markets, Buyouts, Corporate Finance, Private Placements, Hedge Funds, Equities, Corporate Development, Venture Capital
Education
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy and Politics
5G Dispensing Systems August 2015 - Present
Interlude Brand Partnerships January 2015 - Present
Foundation Fighting Blindness May 2013 - Present
Natan Fund April 2013 - Present
Spotr March 2014 - March 2015
System One Services January 2013 - February 2014
LegalShield June 2011 - February 2014
MidOcean Partners March 2009 - February 2014
JPMorgan July 2006 - February 2009
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, Investment Banking, LBO, Equity Capital Markets, Buyouts, Corporate Finance, Private Placements, Hedge Funds, Equities, Corporate Development, Venture Capital
Education
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy and Politics
Lori Wasserman's JPMorgan Experience June 2008 - September 2010
Job COO
Industry Financial Services
Experience
TC Partners July 2013 - Present
Nomura Securities October 2010 - October 2012
JPMorgan June 2008 - September 2010
Bear Stearns 2003 - 2008
Lehman Brothers 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Series 7
Education
Brown University
Columbia University - Columbia Business School
MBA
TC Partners July 2013 - Present
Nomura Securities October 2010 - October 2012
JPMorgan June 2008 - September 2010
Bear Stearns 2003 - 2008
Lehman Brothers 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Series 7
Education
Brown University
Columbia University - Columbia Business School
MBA
Justin Vallon's JPMorgan Experience June 2008 - July 2008
Job .
Industry Investment Management
Experience
Bank of America June 2012 - August 2013
D. E. Shaw & Co. July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns December 1996 - May 2008
Centre Financial Products February 1996 - November 1996
Education
Columbia University in the City of New York 1994 — 1995
MS, Computer Science
Carnegie Mellon University 1986 — 1994
BS, Math/CS
Bank of America June 2012 - August 2013
D. E. Shaw & Co. July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns December 1996 - May 2008
Centre Financial Products February 1996 - November 1996
Education
Columbia University in the City of New York 1994 — 1995
MS, Computer Science
Carnegie Mellon University 1986 — 1994
BS, Math/CS
Brian Thies's JPMorgan Experience April 2005 - May 2009
Job Assistant National Bank Examiner
Industry Banking
Experience
Office of the Comptroller of the Currency January 2015 - Present
JPMorgan April 2005 - May 2009
Wells Fargo Home Mortgage September 2004 - December 2004
Wells Fargo Home Mortgage January 2004 - September 2004
Wells Fargo Home Mortgage April 2003 - January 2004
Wells Fargo Home Mortgage August 2002 - April 2003
Skills
Sales, Mortgage Lending, Options, Refinance, Marketing, Microsoft Excel, Business Planning, Investment Properties, Financial Analysis, Strategic Planning, Sales Management, Process Improvement, Business Analysis, Account Management, Business Development, Derivatives, Options Strategies, Futures, Futures Trading, Financial Futures, Underwriting, Mortgage Underwriting, Problem Solving
Education
University of Illinois at Chicago 2012 — 2013
Master of Business Administration (MBA), Finance, General, 4.0/4.0
Bradley University 1997 — 2002
Bachelor of Science, Economics
Vysoka skola ekonomicka v Praze(University of Economics 2000 — 2000
Economics
Office of the Comptroller of the Currency January 2015 - Present
JPMorgan April 2005 - May 2009
Wells Fargo Home Mortgage September 2004 - December 2004
Wells Fargo Home Mortgage January 2004 - September 2004
Wells Fargo Home Mortgage April 2003 - January 2004
Wells Fargo Home Mortgage August 2002 - April 2003
Skills
Sales, Mortgage Lending, Options, Refinance, Marketing, Microsoft Excel, Business Planning, Investment Properties, Financial Analysis, Strategic Planning, Sales Management, Process Improvement, Business Analysis, Account Management, Business Development, Derivatives, Options Strategies, Futures, Futures Trading, Financial Futures, Underwriting, Mortgage Underwriting, Problem Solving
Education
University of Illinois at Chicago 2012 — 2013
Master of Business Administration (MBA), Finance, General, 4.0/4.0
Bradley University 1997 — 2002
Bachelor of Science, Economics
Vysoka skola ekonomicka v Praze(University of Economics 2000 — 2000
Economics
Greg Furness's JPMorgan Experience June 2000 - January 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2007 - Present
JPMorgan June 2000 - January 2007
Education
Southern Methodist University - Cox School of Business
MBA, Finance
Brigham Young University
Bachelors, Management (Finance)
Goldman Sachs January 2007 - Present
JPMorgan June 2000 - January 2007
Education
Southern Methodist University - Cox School of Business
MBA, Finance
Brigham Young University
Bachelors, Management (Finance)
Timothy Sliwa's JPMorgan Experience 2004 - 2007
Job Associate at ING
Industry Banking
Alexander Cook's JPMorgan Experience September 2005 - March 2007
Job Sr. VP / Sr. MD Strategy, Data & Analytics at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - February 2015
New York Life Investments October 2010 - April 2012
Morgan Stanley Investment Management April 2007 - October 2010
JPMorgan September 2005 - March 2007
JPMorgan August 2000 - September 2005
JPMorgan Chase 2000 - 2005
Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Strategy and Operations Research
Carnegie Mellon University 1984 — 1988
BS, Economics and Decision Sciences
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - February 2015
New York Life Investments October 2010 - April 2012
Morgan Stanley Investment Management April 2007 - October 2010
JPMorgan September 2005 - March 2007
JPMorgan August 2000 - September 2005
JPMorgan Chase 2000 - 2005
Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Strategy and Operations Research
Carnegie Mellon University 1984 — 1988
BS, Economics and Decision Sciences
Tom Luke's JPMorgan Experience 1996 - 2002
Job Chief Risk Officer at Alphadyne Asset Management
Industry Financial Services
Experience
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
Alex Saper's JPMorgan Experience October 2006 - June 2008
Job Managing Partner and COO
Industry Food & Beverages
Experience
Eataly June 2008 - Present
JPMorgan October 2006 - June 2008
Education
Brown University 2002 — 2006
Eataly June 2008 - Present
JPMorgan October 2006 - June 2008
Education
Brown University 2002 — 2006
Banting Wu's JPMorgan Experience 2005 - 2008
Job Director, Public Finance
Industry Investment Banking
Experience
A U.S. Banking Institution 2012 - Present
Loop Capital Markets 2008 - 2012
JPMorgan 2005 - 2008
Banc of America Securities 2003 - 2005
Banc One Capital Markets, Inc. 2000 - 2003
Evensen Dodge 1998 - 2000
Public Resources Advisory Group 1995 - 1998
The City of New York 1988 - 1990
The United Nations 1986 - 1988
Skills
Capital Markets, Fixed Income, Municipal Bonds, Tax Law, Quantitative Finance, Investments, Economic Research, Consulting
Education
Carnegie Mellon University
MS/MBA
New School For Social Research
MA
University of Wisconsin-Madison
BS
A U.S. Banking Institution 2012 - Present
Loop Capital Markets 2008 - 2012
JPMorgan 2005 - 2008
Banc of America Securities 2003 - 2005
Banc One Capital Markets, Inc. 2000 - 2003
Evensen Dodge 1998 - 2000
Public Resources Advisory Group 1995 - 1998
The City of New York 1988 - 1990
The United Nations 1986 - 1988
Skills
Capital Markets, Fixed Income, Municipal Bonds, Tax Law, Quantitative Finance, Investments, Economic Research, Consulting
Education
Carnegie Mellon University
MS/MBA
New School For Social Research
MA
University of Wisconsin-Madison
BS
Nicholas Russo's JPMorgan Experience May 2003 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2003 - Present
JPMorgan 2003 - Present
Education
Brown University 1999 — 2003
Bachelor of Arts, Business Economics and the Study of Public and Private Organizations
Cape Cod Academy
JPMorgan May 2003 - Present
JPMorgan 2003 - Present
Education
Brown University 1999 — 2003
Bachelor of Arts, Business Economics and the Study of Public and Private Organizations
Cape Cod Academy
Jackie Young Perrins's JPMorgan Experience August 1996 - Present
Job Managing Director at JPMorgan
Industry Banking
Experience
JPMorgan August 1996 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA
The London School of Economics and Political Science (LSE) 1987 — 1988
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Economics
JPMorgan August 1996 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA
The London School of Economics and Political Science (LSE) 1987 — 1988
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Economics
James Nowicki's JPMorgan Experience October 1998 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan October 1998 - Present
Morgan Stanley February 1997 - October 1998
Bankers Trust Company 1991 - 1997
Skills
Securities, Hedge Funds, Equities, Fixed Income, Alternative Investments, Derivatives, Asset Management, Financial Services, Finance, Risk Management, Non-profit Board..., Private Equity, Management, Bloomberg, Banking
Education
Columbia University Graduate School of Business
Finance and Accounting Executive Program
Center for Creative Leadership
Brown University
MA, American Civilization
Hobart and William Smith Colleges
BA, English
JPMorgan October 1998 - Present
Morgan Stanley February 1997 - October 1998
Bankers Trust Company 1991 - 1997
Skills
Securities, Hedge Funds, Equities, Fixed Income, Alternative Investments, Derivatives, Asset Management, Financial Services, Finance, Risk Management, Non-profit Board..., Private Equity, Management, Bloomberg, Banking
Education
Columbia University Graduate School of Business
Finance and Accounting Executive Program
Center for Creative Leadership
Brown University
MA, American Civilization
Hobart and William Smith Colleges
BA, English
Ruchira Patel's JPMorgan Experience 2004 - Present
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
J P Morgan Securities LLC January 2015 - Present
JPMorgan 2004 - Present
Skills
Capital Markets, Derivatives, Equities, Financial Analysis, Fixed Income, Investment Banking, Bloomberg, Management
Education
Boston University 1999 — 2003
Bachelor's, Finance, Computer Science
J P Morgan Securities LLC January 2015 - Present
JPMorgan 2004 - Present
Skills
Capital Markets, Derivatives, Equities, Financial Analysis, Fixed Income, Investment Banking, Bloomberg, Management
Education
Boston University 1999 — 2003
Bachelor's, Finance, Computer Science
Carole McCallister's JPMorgan Experience 2000 - 2008
Job Manager. Regulation/Compliance at Ohio Credit Union League
Industry Financial Services
Experience
Ohio Credit Union League May 2010 - Present
Ohio Credit Union League May 2010 - Present
Actively Pursuing Opportunities in the Columbus, Ohio area 2009 - January 2011
Society for Creative Anachronism, Inc. 2006 - 2009
JPMorgan Chase Bank, N.A. January 2000 - January 2008
JPMorgan 2000 - 2008
Bank One Trust Company, N.A. January 1996 - January 2000
Banc One Svcs Corp 1993 - 1996
WEST VIRGINIA DEPARTMENT OF MOTOR VEHICLES January 1986 - January 1988
Skills
Regulatory Compliance, BSA Compliance, Bank Secrecy Act, Banking, Risk Management, Financial Risk, Securities, Asset Managment, Financial Services
Education
Capital University Law School 1992 — 1996
JD, Law
Marshall University 1978 — 1983
BA, International Affairs
Williamstown High School 1974 — 1978
College-Prep HS Diploma, n/a
Ohio Credit Union League May 2010 - Present
Ohio Credit Union League May 2010 - Present
Actively Pursuing Opportunities in the Columbus, Ohio area 2009 - January 2011
Society for Creative Anachronism, Inc. 2006 - 2009
JPMorgan Chase Bank, N.A. January 2000 - January 2008
JPMorgan 2000 - 2008
Bank One Trust Company, N.A. January 1996 - January 2000
Banc One Svcs Corp 1993 - 1996
WEST VIRGINIA DEPARTMENT OF MOTOR VEHICLES January 1986 - January 1988
Skills
Regulatory Compliance, BSA Compliance, Bank Secrecy Act, Banking, Risk Management, Financial Risk, Securities, Asset Managment, Financial Services
Education
Capital University Law School 1992 — 1996
JD, Law
Marshall University 1978 — 1983
BA, International Affairs
Williamstown High School 1974 — 1978
College-Prep HS Diploma, n/a
Sharon Porter's JPMorgan Experience March 2008 - February 2009
Job Looking for a new opportunity as an Executive Assistant or Administrative Assistant
Industry Banking
Experience
Lord and Taylor November 2014 - January 2015
US Postal Service June 2014 - August 2014
ICES Education March 2013 - September 2013
BMA 2005 - 2012
JPMorgan Chase May 2008 - February 2009
JPMorgan March 2008 - February 2009
Harvard Vanguard March 2008 - May 2008
Cambridge Trust Bank February 2008 - March 2008
Harvard Vanguard Medical Associates February 2008 - March 2008
Cambridge Trust Company March 2007 - April 2007
Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Outlook, Team Building, Data Entry, Public Speaking, Microsoft Word, Microsoft Office, Coaching, Time Management, Customer Service, Strategic Planning, Leadership, Training, Banking, Administrative..., Insurance, Team Leadership, Performance Management, PowerPoint, Policy, Budgets, Nonprofits, Interviews, Fundraising, Employee Benefits, Marketing, Event Planning, Organizational..., Access, Management, Sales, Community Outreach, Program Management, Process Improvement, Payroll, Social Media, Research, Leadership Development, Staff Development, Social Networking, Administration, Risk Management, Negotiation
Education
Cambridge College 2003 — 2006
Master, Business
Cambridge College 2003 — 2006
Master of Management, Business
Master in Business Management 2003 — 2006
Master's degree, Business Management, General
Lord and Taylor November 2014 - January 2015
US Postal Service June 2014 - August 2014
ICES Education March 2013 - September 2013
BMA 2005 - 2012
JPMorgan Chase May 2008 - February 2009
JPMorgan March 2008 - February 2009
Harvard Vanguard March 2008 - May 2008
Cambridge Trust Bank February 2008 - March 2008
Harvard Vanguard Medical Associates February 2008 - March 2008
Cambridge Trust Company March 2007 - April 2007
Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Outlook, Team Building, Data Entry, Public Speaking, Microsoft Word, Microsoft Office, Coaching, Time Management, Customer Service, Strategic Planning, Leadership, Training, Banking, Administrative..., Insurance, Team Leadership, Performance Management, PowerPoint, Policy, Budgets, Nonprofits, Interviews, Fundraising, Employee Benefits, Marketing, Event Planning, Organizational..., Access, Management, Sales, Community Outreach, Program Management, Process Improvement, Payroll, Social Media, Research, Leadership Development, Staff Development, Social Networking, Administration, Risk Management, Negotiation
Education
Cambridge College 2003 — 2006
Master, Business
Cambridge College 2003 — 2006
Master of Management, Business
Master in Business Management 2003 — 2006
Master's degree, Business Management, General
Alan Walkow's JPMorgan Experience March 2008 - June 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2013 - Present
Axiom June 2012 - March 2013
MF Global June 2009 - May 2012
JPMorgan March 2008 - June 2009
Bear Stearns & Co. Inc. October 2006 - 2008
Newedge USA LLC January 2004 - May 2006
Skills
Prime Brokerage, Derivatives, Swaps
Education
Brooklyn Law School 2003 — 2006
JD
Penn State University 1998 — 2002
BS, Economics
Goldman Sachs April 2013 - Present
Axiom June 2012 - March 2013
MF Global June 2009 - May 2012
JPMorgan March 2008 - June 2009
Bear Stearns & Co. Inc. October 2006 - 2008
Newedge USA LLC January 2004 - May 2006
Skills
Prime Brokerage, Derivatives, Swaps
Education
Brooklyn Law School 2003 — 2006
JD
Penn State University 1998 — 2002
BS, Economics
Michael Gorenburg's JPMorgan Experience
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Skills
C++, Fixed Income, Trading Systems, Quantitative Finance, SQL, Equities, Unix, Derivatives, Equity Derivatives, Java, Electronic Trading
Education
Carnegie Mellon University - Tepper School of Business
City University of New York-Brooklyn College
JPMorgan
Skills
C++, Fixed Income, Trading Systems, Quantitative Finance, SQL, Equities, Unix, Derivatives, Equity Derivatives, Java, Electronic Trading
Education
Carnegie Mellon University - Tepper School of Business
City University of New York-Brooklyn College
Eric Wiedelman's JPMorgan Experience May 2004 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2004 - Present
First Chicago Capital Markets 1995 - 2002
Education
Butler University - College of Business Administration
The University of Chicago Booth School of Business
MBA, Finance, Accounting
JPMorgan May 2004 - Present
First Chicago Capital Markets 1995 - 2002
Education
Butler University - College of Business Administration
The University of Chicago Booth School of Business
MBA, Finance, Accounting
Shola Oyekan, Esq.'s JPMorgan Experience July 1991 - August 1993
Job Attorney/Principal at Shola Oyekan, LLC
Industry Legal Services
Experience
Shola Oyekan, LLC June 2009 - Present
The Closing Firm of Shola Oyekan June 2009 - Present
Trey Inman & Associates, P.C. March 2001 - April 2009
JPMorgan July 1991 - August 1993
Skills
Short Sales, Residential Homes, Title Clearing, Foreclosures, Real Estate, Title Insurance, REO, Closings, Loans, Refinance, Real Estate Transactions, Real Property, Legal Research, Commercial Real Estate, Commercial Litigation, Legal Assistance, Contract Negotiation, Bankruptcy, Investment Properties
Education
John Marshall Law School 1995 — 1997
Doctor Of Jurisprudence, Law
West Chester University of Pennsylvania 1989 — 1991
Bachelor of Science, Economics/International Finance
Ackworth Scholl
Ackworth Scholl
Baptist High School, Jos
Caldwell University
UI Staff School
Shola Oyekan, LLC June 2009 - Present
The Closing Firm of Shola Oyekan June 2009 - Present
Trey Inman & Associates, P.C. March 2001 - April 2009
JPMorgan July 1991 - August 1993
Skills
Short Sales, Residential Homes, Title Clearing, Foreclosures, Real Estate, Title Insurance, REO, Closings, Loans, Refinance, Real Estate Transactions, Real Property, Legal Research, Commercial Real Estate, Commercial Litigation, Legal Assistance, Contract Negotiation, Bankruptcy, Investment Properties
Education
John Marshall Law School 1995 — 1997
Doctor Of Jurisprudence, Law
West Chester University of Pennsylvania 1989 — 1991
Bachelor of Science, Economics/International Finance
Ackworth Scholl
Ackworth Scholl
Baptist High School, Jos
Caldwell University
UI Staff School
Carole McMeel's JPMorgan Experience 2003 - 2004
Job Owner at McMeel Communications
Industry Information Technology and Services
Experience
Dr Pepper Snapple July 2006 - Present
McMeel Communications February 2000 - February 2009
Cadbury Schweppes June 2006 - May 2008
Perot Systems June 2005 - June 2006
Perot Systems May 2003 - June 2006
Bank of America April 2004 - June 2005
JPMorgan 2003 - 2004
Electronic Data Systems January 1999 - November 2003
Electronic Data Systems January 1998 - January 2003
Texas Instruments January 1994 - January 1998
Education
University of California, Los Angeles 1995 — 1995
Certificate
Texas Woman's University 1974 — 1976
MA, Primary Education
University of North Texas 1961 — 1965
BA, Foreign Language
Northwestern State University 1961 — 1961
Foreign Language
Louisiana State University 1960 — 1961
Foreign Language
Carnegie Mellon University
Dr Pepper Snapple July 2006 - Present
McMeel Communications February 2000 - February 2009
Cadbury Schweppes June 2006 - May 2008
Perot Systems June 2005 - June 2006
Perot Systems May 2003 - June 2006
Bank of America April 2004 - June 2005
JPMorgan 2003 - 2004
Electronic Data Systems January 1999 - November 2003
Electronic Data Systems January 1998 - January 2003
Texas Instruments January 1994 - January 1998
Education
University of California, Los Angeles 1995 — 1995
Certificate
Texas Woman's University 1974 — 1976
MA, Primary Education
University of North Texas 1961 — 1965
BA, Foreign Language
Northwestern State University 1961 — 1961
Foreign Language
Louisiana State University 1960 — 1961
Foreign Language
Carnegie Mellon University
Peter Seok's JPMorgan Experience August 2008 - October 2009
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs November 2009 - Present
JPMorgan August 2008 - October 2009
Wachovia Securities June 2007 - August 2008
Skills
Risk Management, Interest Rate..., Fixed Income, Derivatives, Bloomberg, Quantitative Finance, Hedge Funds, Market Risk, Financial Modeling, Capital Markets, Structured Products, Equities
Education
Carnegie Mellon University 2003 — 2007
B.S., Business Administration
Goldman Sachs November 2009 - Present
JPMorgan August 2008 - October 2009
Wachovia Securities June 2007 - August 2008
Skills
Risk Management, Interest Rate..., Fixed Income, Derivatives, Bloomberg, Quantitative Finance, Hedge Funds, Market Risk, Financial Modeling, Capital Markets, Structured Products, Equities
Education
Carnegie Mellon University 2003 — 2007
B.S., Business Administration
Claudia Bryant's JPMorgan Experience February 2006 - Present
Job Vice President
Industry Banking
Experience
JPMorgan February 2006 - Present
Education
California State University-Northridge
JPMorgan February 2006 - Present
Education
California State University-Northridge
Holly Isdale's JPMorgan Experience January 1994 - March 1999
Job Financial Advisor to UltraHigh Net Worth Individuals | Widely Quoted Industry Expert Law & Finance | Keynote Speaker
Industry Financial Services
Experience
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Yemi Benedict-Vatel's JPMorgan Experience 2003 - 2005
Job Philanthropy Advisor
Industry Philanthropy
Experience
JPMorgan 2003 - 2005
JPMorgan Private Bank 2000 - 2003
Skills
strategy for..., grant-making, communications and...
Education
Brown University
BA, Development Studies
The University of Oxford
MPhil, Modern Middle East Studies
JPMorgan 2003 - 2005
JPMorgan Private Bank 2000 - 2003
Skills
strategy for..., grant-making, communications and...
Education
Brown University
BA, Development Studies
The University of Oxford
MPhil, Modern Middle East Studies
Lei Tie's JPMorgan Experience February 2006 - April 2007
Job Vice President at LibreMax Capital
Industry Investment Banking
Experience
LibreMax Capital, LLC June 2014 - Present
Barclays Capital May 2010 - May 2014
Keefe, Bruyette & Woods June 2009 - May 2010
Lehman Brothers April 2007 - December 2008
JPMorgan February 2006 - April 2007
Merrill Lynch May 2005 - August 2005
Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking
Education
Carnegie Mellon University 2001 — 2005
MS, BS
LibreMax Capital, LLC June 2014 - Present
Barclays Capital May 2010 - May 2014
Keefe, Bruyette & Woods June 2009 - May 2010
Lehman Brothers April 2007 - December 2008
JPMorgan February 2006 - April 2007
Merrill Lynch May 2005 - August 2005
Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking
Education
Carnegie Mellon University 2001 — 2005
MS, BS
Wayne Slear's JPMorgan Experience February 2006 - February 2008
Job Business Analyst McCamish Systems
Industry Banking
Experience
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
Jonathan Haddad's JPMorgan Experience 1997 - 2001
Job at ProActive Techology Partners
Industry Information Technology and Services
Experience
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
William Keenan's JPMorgan Experience 2000 - 2004
Job Vice President at US Bank, Corporate Trust Services
Industry Banking
Experience
US Bank June 2007 - Present
The Bank of New York 2004 - 2007
JPMorgan 2000 - 2004
Education
Cabrini College 1988 — 1992
BA, Liberal Arts
Middletown High School South 1984 — 1988
US Bank June 2007 - Present
The Bank of New York 2004 - 2007
JPMorgan 2000 - 2004
Education
Cabrini College 1988 — 1992
BA, Liberal Arts
Middletown High School South 1984 — 1988
David Reilly's JPMorgan Experience 2004 - 2006
Job Partner Head of Ares Insurance Partners
Industry Financial Services
Experience
Ares Management January 2015 - Present
Ares Management April 2012 - December 2014
Ares Management November 2011 - June 2012
Indicus Advisors April 2006 - November 2011
JPMorgan 2004 - 2006
Goldman Sachs 1998 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Private Equity
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
Bowdoin College 1983 — 1987
BA
Ares Management January 2015 - Present
Ares Management April 2012 - December 2014
Ares Management November 2011 - June 2012
Indicus Advisors April 2006 - November 2011
JPMorgan 2004 - 2006
Goldman Sachs 1998 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Private Equity
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
Bowdoin College 1983 — 1987
BA
Scott LaForce's JPMorgan Experience September 2005 - Present
Job Treasury Services Product Management Excutive
Industry Banking
Experience
JPMorgan September 2005 - Present
JPMorgan Chase 1978 - Present
Chemical Bank 1978 - 1999
Chemical Bank 1978 - 1999
Skills
Financial Services, Banking
Education
Bucknell University 1972 — 1976
Bachelor, Political Science/International Relations
JPMorgan September 2005 - Present
JPMorgan Chase 1978 - Present
Chemical Bank 1978 - 1999
Chemical Bank 1978 - 1999
Skills
Financial Services, Banking
Education
Bucknell University 1972 — 1976
Bachelor, Political Science/International Relations
Dan Serrao's JPMorgan Experience 1987 - 2004
Job Managing Director at JP Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Moody's Investors Service April 2009 - November 2013
HSBC 2004 - 2008
JPMorgan 1987 - 2004
Skills
Credit Analysis, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Private Equity, Portfolio Management, Equities, Investments, Derivatives, Risk Management, Asset Management, Valuation, Finance, Emerging Markets, Leveraged Finance, Credit, Bonds, Financial Services, Equity Research, Alternative Investments, Financial Markets, Financial Risk, Credit Risk, Financial Structuring, Securities, Structured Products, Hedge Funds, Project Finance, Bloomberg, Securitization, LBO, Credit Derivatives, FX Options, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
Carnegie Mellon University 1983 — 1987
B.S., Industrial Management
J.P. Morgan November 2013 - Present
Moody's Investors Service April 2009 - November 2013
HSBC 2004 - 2008
JPMorgan 1987 - 2004
Skills
Credit Analysis, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Private Equity, Portfolio Management, Equities, Investments, Derivatives, Risk Management, Asset Management, Valuation, Finance, Emerging Markets, Leveraged Finance, Credit, Bonds, Financial Services, Equity Research, Alternative Investments, Financial Markets, Financial Risk, Credit Risk, Financial Structuring, Securities, Structured Products, Hedge Funds, Project Finance, Bloomberg, Securitization, LBO, Credit Derivatives, FX Options, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
Carnegie Mellon University 1983 — 1987
B.S., Industrial Management
Diane Burkholder's JPMorgan Experience June 2006 - November 2010
Job Recently retired
Industry Writing and Editing
Experience
JPMorgan Chase November 2010 - May 2012
JPMorgan June 2006 - November 2010
Chase Bank of Texas 1997 - 2000
Texas Commerce Bank August 1988 - January 1998
HSBC January 1975 - August 1988
Skills
Equities, Fixed Income
Education
Canisius College 1985 — 1987
MBA, Finance
State University of New York College at Fredonia 1972 — 1976
BA, History/PreLaw
JPMorgan Chase November 2010 - May 2012
JPMorgan June 2006 - November 2010
Chase Bank of Texas 1997 - 2000
Texas Commerce Bank August 1988 - January 1998
HSBC January 1975 - August 1988
Skills
Equities, Fixed Income
Education
Canisius College 1985 — 1987
MBA, Finance
State University of New York College at Fredonia 1972 — 1976
BA, History/PreLaw
Jenna Lahr-Kondos's JPMorgan Experience February 2011 - April 2012
Job Manager, Business Transformation and Strategy at Livingston International
Industry Import and Export
Experience
Livingston International April 2015 - Present
Livingston International April 2012 - April 2015
JPMorgan February 2011 - April 2012
J.P. Morgan May 2008 - February 2011
Semperian October 2001 - May 2008
Skills
Process Improvement, Vendor Management, Risk Management
Education
Central Michigan University 2004 — 2006
Bachelor of Science, Community Development/Public Administration
Livingston International April 2015 - Present
Livingston International April 2012 - April 2015
JPMorgan February 2011 - April 2012
J.P. Morgan May 2008 - February 2011
Semperian October 2001 - May 2008
Skills
Process Improvement, Vendor Management, Risk Management
Education
Central Michigan University 2004 — 2006
Bachelor of Science, Community Development/Public Administration
Jyoti Baid's JPMorgan Experience August 2008 - Present
Job Credit Analyst at WaMu
Industry Banking
Experience
JPMorgan August 2008 - Present
Skills
Risk Management, Legal Research, Credit Cards, Microsoft Excel, Vendor Management
Education
California State University-East Bay
Nagpur University
LLB, legal
University of California, Berkeley
JPMorgan August 2008 - Present
Skills
Risk Management, Legal Research, Credit Cards, Microsoft Excel, Vendor Management
Education
California State University-East Bay
Nagpur University
LLB, legal
University of California, Berkeley
Kari McIntosh Dawdy's JPMorgan Experience June 1999 - September 2006
Job Owner, Kari McIntosh Design Interior Design Services
Industry Design
Experience
Kari McIntosh Design February 2008 - Present
EDG Interior Architecture and Design September 2007 - December 2007
SFA Design June 2007 - August 2007
JPMorgan June 1999 - September 2006
Skills
Interior Architecture, Furniture, Interior Design, Event Management, Graphic Design, Event Planning, Budgets, Space Planning, Team Building, Project Management, Residential Design, Sales
Education
University of California, Berkeley 2004 — 2008
Certificate, Interior Design & Architecture
California Polytechnic State University-San Luis Obispo 1992 — 1997
BS, Business: Marketing & International Management
Kari McIntosh Design February 2008 - Present
EDG Interior Architecture and Design September 2007 - December 2007
SFA Design June 2007 - August 2007
JPMorgan June 1999 - September 2006
Skills
Interior Architecture, Furniture, Interior Design, Event Management, Graphic Design, Event Planning, Budgets, Space Planning, Team Building, Project Management, Residential Design, Sales
Education
University of California, Berkeley 2004 — 2008
Certificate, Interior Design & Architecture
California Polytechnic State University-San Luis Obispo 1992 — 1997
BS, Business: Marketing & International Management
Jennifer Geismar's JPMorgan Experience January 2009 - Present
Job Exec Director at JPM
Industry Financial Services
Experience
JPMorgan January 2009 - Present
Lehman Brothers 2001 - 2008
Skills
Prime Brokerage
Education
Brooklyn Law School 1994 — 1997
JD, Law
Emory University 1990 — 1994
BA, English, Sociology
JPMorgan January 2009 - Present
Lehman Brothers 2001 - 2008
Skills
Prime Brokerage
Education
Brooklyn Law School 1994 — 1997
JD, Law
Emory University 1990 — 1994
BA, English, Sociology
Miguel Girard's JPMorgan Experience November 1997 - May 2009
Job L2 TSA at NBCUniversal, Inc.
Industry Information Technology and Services
Experience
NBCUniversal, Inc. January 2012 - Present
JPMorgan November 1997 - May 2009
US Navy October 1990 - October 1995
Skills
Graphic Design, Photoshop, Graphics, Visio, Image Manipulation, Desktop Publishing, Image Editing, Information Architecture, Human Resources, Scanners, Adobe Acrobat, Printers, InDesign, Adobe Creative Suite, Illustrator, Publications, QuarkXPress, Typography, Mac, Dreamweaver, Administration, Digital Marketing, Project Management, Digital Media, Event Planning, Public Speaking, Advertising, Customer Service, Social Media, Management, Strategic Planning, Marketing, Microsoft Office, Social Media Marketing
Education
Briarcliffe College 2001 — 2005
BFA, Graphic Design
The New School 1999 — 2001
Certificate, Web Design and Construction
NBCUniversal, Inc. January 2012 - Present
JPMorgan November 1997 - May 2009
US Navy October 1990 - October 1995
Skills
Graphic Design, Photoshop, Graphics, Visio, Image Manipulation, Desktop Publishing, Image Editing, Information Architecture, Human Resources, Scanners, Adobe Acrobat, Printers, InDesign, Adobe Creative Suite, Illustrator, Publications, QuarkXPress, Typography, Mac, Dreamweaver, Administration, Digital Marketing, Project Management, Digital Media, Event Planning, Public Speaking, Advertising, Customer Service, Social Media, Management, Strategic Planning, Marketing, Microsoft Office, Social Media Marketing
Education
Briarcliffe College 2001 — 2005
BFA, Graphic Design
The New School 1999 — 2001
Certificate, Web Design and Construction
Sterling Donnelly's JPMorgan Experience June 2008 - May 2009
Job Vice President at Hudson Americas
Industry Venture Capital & Private Equity
Experience
Hudson Advisors, LLC May 2009 - Present
JPMorgan June 2008 - May 2009
Bear Stearns January 2008 - June 2008
Education
Carnegie Mellon University 2003 — 2007
B.S., Information Systems
Emma Willard School 2000 — 2003
College Preparatory
Hudson Advisors, LLC May 2009 - Present
JPMorgan June 2008 - May 2009
Bear Stearns January 2008 - June 2008
Education
Carnegie Mellon University 2003 — 2007
B.S., Information Systems
Emma Willard School 2000 — 2003
College Preparatory
Atri Bhalla's JPMorgan Experience 2004 - 2008
Job Director at JPMorgan
Industry Investment Management
Experience
JPMorgan Chase July 2004 - Present
JPMorgan 2004 - 2008
Deutsche Bank 2003 - 2003
Citigroup 1998 - 2002
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance
The London School of Economics and Political Science (LSE) 1995 — 1998
BSc, Industrial Management
JPMorgan Chase July 2004 - Present
JPMorgan 2004 - 2008
Deutsche Bank 2003 - 2003
Citigroup 1998 - 2002
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance
The London School of Economics and Political Science (LSE) 1995 — 1998
BSc, Industrial Management
Brandon Douver's JPMorgan Experience June 2011 - Present
Job Private Client Banker
Industry Banking
Experience
JPMorgan June 2011 - Present
Wells Fargo March 2009 - June 2011
Skills
Banking, Securities, Investments, Retail Banking, Financial Services, Sales, Customer Service, Loans, Retirement, Cross Selling, Credit Cards, Branch Banking, Series 63, Retirement Planning, High Net Worth..., IRAs, Series 6, Uniform Combined State...
Education
Capella University
business administration concentration finance
JPMorgan June 2011 - Present
Wells Fargo March 2009 - June 2011
Skills
Banking, Securities, Investments, Retail Banking, Financial Services, Sales, Customer Service, Loans, Retirement, Cross Selling, Credit Cards, Branch Banking, Series 63, Retirement Planning, High Net Worth..., IRAs, Series 6, Uniform Combined State...
Education
Capella University
business administration concentration finance
Thomas Wiggins's JPMorgan Experience October 2002 - February 2008
Job Financial Advisor at Rehmann
Industry Financial Services
Experience
Rehmann February 2008 - Present
JPMorgan October 2002 - February 2008
Comerica Bank September 2001 - October 2002
Aon Hewitt March 1997 - September 2001
NBD Bank (Now JPMorgan Chase) October 1989 - March 1997
Skills
Investment Analysis and..., Retirement Income..., Comprehensive Financial..., Estate Planning, Qualified and..., Business Owner...
Education
Walsh College 1991 — 1993
Masters, Business
Central Michigan University 1984 — 1988
Applied Arts, Major-Communications, Minors-Marketing and Business Administration
Rehmann February 2008 - Present
JPMorgan October 2002 - February 2008
Comerica Bank September 2001 - October 2002
Aon Hewitt March 1997 - September 2001
NBD Bank (Now JPMorgan Chase) October 1989 - March 1997
Skills
Investment Analysis and..., Retirement Income..., Comprehensive Financial..., Estate Planning, Qualified and..., Business Owner...
Education
Walsh College 1991 — 1993
Masters, Business
Central Michigan University 1984 — 1988
Applied Arts, Major-Communications, Minors-Marketing and Business Administration
Neil Ferranti's JPMorgan Experience Managing DirectorBear Stearns2004 - 2008
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Managing DirectorBear Stearns2004 - 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
Whittier Law School 1981 — 1984
JD
Boston University 1974 — 1978
BA
JPMorgan Managing DirectorBear Stearns2004 - 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
Whittier Law School 1981 — 1984
JD
Boston University 1974 — 1978
BA
Ellen Miano's JPMorgan Experience 2001 - Present
Job
Industry Financial Services
Experience
JPMorgan 2001 - Present
JP Morgan 1997 - 2001
Eaton Vance 1989 - 1997
Skills
Risk Management, Internal Controls, Financial Services, Mutual Funds, Procedures Documentation, Project Management, Transfer Agency, Training, Presentations, Leadership, Team Building, Problem Solving, Management, Customer Service
Education
Boston University - School of Management 1992 — 1995
Masters, MBA
Mount Holyoke College 1984 — 1988
Bachelors, Politics
JPMorgan 2001 - Present
JP Morgan 1997 - 2001
Eaton Vance 1989 - 1997
Skills
Risk Management, Internal Controls, Financial Services, Mutual Funds, Procedures Documentation, Project Management, Transfer Agency, Training, Presentations, Leadership, Team Building, Problem Solving, Management, Customer Service
Education
Boston University - School of Management 1992 — 1995
Masters, MBA
Mount Holyoke College 1984 — 1988
Bachelors, Politics
Kristen Koppenhaver's JPMorgan Experience July 2007 - May 2010
Job Sales & Marketing at Koppy's Propane, Inc.
Industry Oil & Energy
Experience
Koppy's Propane, Inc. September 2010 - Present
JPMorgan July 2007 - May 2010
Education
Bucknell University 2003 — 2007
BSBA, Business Management
Koppy's Propane, Inc. September 2010 - Present
JPMorgan July 2007 - May 2010
Education
Bucknell University 2003 — 2007
BSBA, Business Management
Chris Rains's JPMorgan Experience January 2009 - April 2009
Job GSO, US Embassy Sana'a 201213
Industry International Affairs
Experience
U.S. Department of State September 2011 - Present
State Street Bank June 2010 - July 2011
Accuvest Global Advisors May 2009 - August 2009
JPMorgan January 2009 - April 2009
Adventures for a Cause February 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints January 2005 - December 2006
Skills
Microsoft Excel, Crisis Management, Logistics Management, Accounting, Cantonese, Mandarin
Education
Brigham Young University 2003 — 2010
Finance, Finance
U.S. Department of State September 2011 - Present
State Street Bank June 2010 - July 2011
Accuvest Global Advisors May 2009 - August 2009
JPMorgan January 2009 - April 2009
Adventures for a Cause February 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints January 2005 - December 2006
Skills
Microsoft Excel, Crisis Management, Logistics Management, Accounting, Cantonese, Mandarin
Education
Brigham Young University 2003 — 2010
Finance, Finance
Debbie Broemsen's JPMorgan Experience September 2007 - July 2011
Job Trust Relationship Manager at USAA
Industry Financial Services
Experience
USAA July 2011 - Present
JPMorgan September 2007 - July 2011
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Skills
Wealth Management, Asset Allocation, Estate Planning, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Investment Management, Wealth Management...
Education
College for Financial Planning 2003 — 2006
Masters, Financial Planning
Campbell University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Wealth Management & Trust Administration; Pre-Law
USAA July 2011 - Present
JPMorgan September 2007 - July 2011
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Bank of America 2001 - 2007
Skills
Wealth Management, Asset Allocation, Estate Planning, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Investment Management, Wealth Management...
Education
College for Financial Planning 2003 — 2006
Masters, Financial Planning
Campbell University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Wealth Management & Trust Administration; Pre-Law
Sam Cowley's JPMorgan Experience January 2010 - April 2010
Job MBA Candidate Class of 2017 at USC Marshall School of Business
Industry Higher Education
Experience
Deloitte August 2012 - July 2015
Goldman Sachs June 2011 - August 2011
JPMorgan January 2010 - April 2010
vSpring Capital August 2009 - December 2009
Brigham Young University Student Association (BYUSA) July 2008 - April 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - July 2008
Skills
Financial Analysis, Data Analysis, Strategy, Team Leadership, Analysis, Valuation, Investments, Management, Italian, Finance, Entrepreneurship, Financial Modeling
Education
University of Southern California 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2011
Bachelor of Arts (B.A.), Economics
Deloitte August 2012 - July 2015
Goldman Sachs June 2011 - August 2011
JPMorgan January 2010 - April 2010
vSpring Capital August 2009 - December 2009
Brigham Young University Student Association (BYUSA) July 2008 - April 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - July 2008
Skills
Financial Analysis, Data Analysis, Strategy, Team Leadership, Analysis, Valuation, Investments, Management, Italian, Finance, Entrepreneurship, Financial Modeling
Education
University of Southern California 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2011
Bachelor of Arts (B.A.), Economics
Ralph Block's JPMorgan Experience 2001 - 2011
Job Director Risk Control Advisory Services at KPMG Advisory
Industry Banking
Experience
KPMG October 2011 - Present
KPMG 2011 - 2015
KPMG 2011 - 2015
KPMG 2011 - 2015
JPMorgan Chase 2001 - October 2011
KPMG Advisory 2011 - 2011
KPMG 2011 - 2011
JPMorgan Chase 2001 - 2011
JPMorgan 2001 - 2011
State Steet April 1995 - September 2001
Skills
Risk Management, Financial Risk, Internal Audit, Internal Controls, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance, Financial Reporting, Financial Services
Education
Boston University 1985 — 1996
MS, Management Information Systems
Isenberg School of Management, UMass Amherst 1979 — 1982
BA, Accounting
KPMG October 2011 - Present
KPMG 2011 - 2015
KPMG 2011 - 2015
KPMG 2011 - 2015
JPMorgan Chase 2001 - October 2011
KPMG Advisory 2011 - 2011
KPMG 2011 - 2011
JPMorgan Chase 2001 - 2011
JPMorgan 2001 - 2011
State Steet April 1995 - September 2001
Skills
Risk Management, Financial Risk, Internal Audit, Internal Controls, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance, Financial Reporting, Financial Services
Education
Boston University 1985 — 1996
MS, Management Information Systems
Isenberg School of Management, UMass Amherst 1979 — 1982
BA, Accounting
Richard Lauttamus's JPMorgan Experience June 2007 - Present
Job at
Industry Investment Banking
Experience
JPMorgan June 2007 - Present
Education
Capital University - School of Management 1996 — 1998
Masters, Business Administration
DeVry Institute of Technology 1989 — 1992
Bachelor, Business Operations
JPMorgan June 2007 - Present
Education
Capital University - School of Management 1996 — 1998
Masters, Business Administration
DeVry Institute of Technology 1989 — 1992
Bachelor, Business Operations
Lakhana Phin's JPMorgan Experience April 2012 - November 2013
Job Sales Operations, Manager at Nuance Communications
Industry Financial Services
Experience
Nuance Communications April 2015 - Present
Nuance November 2013 - April 2015
JPMorgan April 2012 - November 2013
JPMorgan 2009 - 2012
JPMorgan 2007 - 2009
Skills
Business Analysis, Business Strategy, Project Management, Project Planning, Business Planning, Metrics, Headcount Management, Capacity Assessment, Risk Management, Stakeholder Management, Business Process..., PMO, Sales Operations, Project Portfolio..., Governance, Vendor Management, Securities
Education
Boston University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Nuance Communications April 2015 - Present
Nuance November 2013 - April 2015
JPMorgan April 2012 - November 2013
JPMorgan 2009 - 2012
JPMorgan 2007 - 2009
Skills
Business Analysis, Business Strategy, Project Management, Project Planning, Business Planning, Metrics, Headcount Management, Capacity Assessment, Risk Management, Stakeholder Management, Business Process..., PMO, Sales Operations, Project Portfolio..., Governance, Vendor Management, Securities
Education
Boston University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS