JPMorgan Company
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Salaries. You can even request information on how much does JPMorgan pay if you want to. Learn about salaries, pros and cons of working for JPMorgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,973 JPMorgan employees in database. Find out everything there's to know about JPMorgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Employees
Employee
Years
Job
Industry
David Shaw, CFA David Shaw, CFA's JPMorgan Experience February 2004 - March 2006
Job Investor
Industry Venture Capital & Private Equity
Experience
SummitVision Capital January 2015 - Present
Shaw Family Private Portfolio July 2013 - Present
Citadel Investment Group April 2011 - June 2013
Partner Fund Management (PFM) February 2009 - April 2011
J. Goldman & Co. April 2006 - December 2008
JPMorgan February 2004 - March 2006
Robertson Stephens, Wachovia, First Albany March 2000 - February 2004
Skills
Equity Research, Portfolio Management, Hedge Funds, Valuation, Due Diligence, Investments, Alternative Investments, Equities, Analysis, Financial Modeling, Bloomberg, Equity Valuation, Capital Markets, Investment Banking, Asset Management, Pharmaceutical Industry, Biotechnology, Competitive Analysis, Private Equity, Equity Trading, Angel Investing, Venture Capital
Education
Colgate University 1994 — 1998
B.A., Molecular Biology
University of Wollongong 1997 — 1997
SummitVision Capital January 2015 - Present
Shaw Family Private Portfolio July 2013 - Present
Citadel Investment Group April 2011 - June 2013
Partner Fund Management (PFM) February 2009 - April 2011
J. Goldman & Co. April 2006 - December 2008
JPMorgan February 2004 - March 2006
Robertson Stephens, Wachovia, First Albany March 2000 - February 2004
Skills
Equity Research, Portfolio Management, Hedge Funds, Valuation, Due Diligence, Investments, Alternative Investments, Equities, Analysis, Financial Modeling, Bloomberg, Equity Valuation, Capital Markets, Investment Banking, Asset Management, Pharmaceutical Industry, Biotechnology, Competitive Analysis, Private Equity, Equity Trading, Angel Investing, Venture Capital
Education
Colgate University 1994 — 1998
B.A., Molecular Biology
University of Wollongong 1997 — 1997
Jake Hadix Jake Hadix's JPMorgan Experience June 2006 - September 2010
Job Executive Vice President and Chief Wholesale Officer at Stream Energy
Industry Oil & Energy
Experience
Stream Energy October 2013 - Present
Stream Energy March 2013 - September 2013
MP2 Energy LLC February 2011 - January 2013
JPMorgan June 2006 - September 2010
Calpine February 2001 - May 2006
PricewaterhouseCoopers January 1999 - February 2001
Sonat Exploration Company May 1993 - May 1998
Skills
Energy Trading, Energy, Energy Markets, Power Trading, Natural Gas, Options, Commodities, Risk Management, Commodity Risk..., Power Generation, Power Plants, Negotiation, Renewable Energy, Wind Energy, Financial Analysis, Financial Modeling, Structuring, Origination, Hedging, Energy Derivatives, Commodity Markets, Commodity, Financial Structuring, Investment Banking, Petroleum, Drilling Engineering, Drilling Fluids, Directional Drilling, Natural Gas Trading, Option Valuation, Portfolio Management, Wind, Mergers & Acquisitions, Energy Industry, Trading, Financial Risk, Strategy, Electricity Markets, Finance, Gas, Swaps, Project Finance, Market Risk, Structured Finance, Proprietary Trading, VAR, Trading Strategies, Trading Systems, Derivatives, Valuation
Education
Jones Graduate School of Business, Rice University 1996 — 1998
MBA, Finance
Colorado School of Mines 1989 — 1993
BS, Petroleum Engineering
Stream Energy October 2013 - Present
Stream Energy March 2013 - September 2013
MP2 Energy LLC February 2011 - January 2013
JPMorgan June 2006 - September 2010
Calpine February 2001 - May 2006
PricewaterhouseCoopers January 1999 - February 2001
Sonat Exploration Company May 1993 - May 1998
Skills
Energy Trading, Energy, Energy Markets, Power Trading, Natural Gas, Options, Commodities, Risk Management, Commodity Risk..., Power Generation, Power Plants, Negotiation, Renewable Energy, Wind Energy, Financial Analysis, Financial Modeling, Structuring, Origination, Hedging, Energy Derivatives, Commodity Markets, Commodity, Financial Structuring, Investment Banking, Petroleum, Drilling Engineering, Drilling Fluids, Directional Drilling, Natural Gas Trading, Option Valuation, Portfolio Management, Wind, Mergers & Acquisitions, Energy Industry, Trading, Financial Risk, Strategy, Electricity Markets, Finance, Gas, Swaps, Project Finance, Market Risk, Structured Finance, Proprietary Trading, VAR, Trading Strategies, Trading Systems, Derivatives, Valuation
Education
Jones Graduate School of Business, Rice University 1996 — 1998
MBA, Finance
Colorado School of Mines 1989 — 1993
BS, Petroleum Engineering
Michelle Acevedo Michelle Acevedo's JPMorgan Experience June 2008 - November 2009
Job AVP Investment Advisory Group at IDB Bank
Industry Investment Banking
Experience
IDB Bank 2013 - Present
Banco Bilbao Vizcaya Argentaria BBVA June 2010 - Present
JPMorgan June 2008 - November 2009
Ctrip.com September 2007 - December 2007
A. Cicognani Communications May 2007 - August 2007
Skills
Spanish, Capital Markets, Investment Banking, English, FX Options, Corporate Finance, Derivatives, Credit Risk, Finance, Financial Risk, Equities, Trading
Education
NYU 2012 — 2013
Certificate Risk Management
University of Buckingham 2006 — 2008
MBA, Global Master in Business Administration
China Europe International Business School (CEIBS) 2007 — 2007
MBA, Master in Business Administration, Exchange Program
St. Mary's University 2001 — 2006
BBA, Dual Degree in Information Systems & Management and Marketing
IDB Bank 2013 - Present
Banco Bilbao Vizcaya Argentaria BBVA June 2010 - Present
JPMorgan June 2008 - November 2009
Ctrip.com September 2007 - December 2007
A. Cicognani Communications May 2007 - August 2007
Skills
Spanish, Capital Markets, Investment Banking, English, FX Options, Corporate Finance, Derivatives, Credit Risk, Finance, Financial Risk, Equities, Trading
Education
NYU 2012 — 2013
Certificate Risk Management
University of Buckingham 2006 — 2008
MBA, Global Master in Business Administration
China Europe International Business School (CEIBS) 2007 — 2007
MBA, Master in Business Administration, Exchange Program
St. Mary's University 2001 — 2006
BBA, Dual Degree in Information Systems & Management and Marketing
KJ Singh KJ Singh's JPMorgan Experience August 2004 - October 2006
Job Director at Techstars, NYC
Industry Venture Capital & Private Equity
Experience
Booz & Company October 2011 - December 2012
Booz & Company May 2010 - July 2010
Redwood Capital Group November 2006 - June 2009
JPMorgan August 2004 - October 2006
Skills
Financial Modeling, Business Strategy, Strategy, Venture Capital, Management Consulting, Start-ups, Private Equity, Strategy Development, Investment Banking, Valuation, Due Diligence, Investments, Analytics, Mergers & Acquisitions, Entrepreneurship, Leadership
Education
Columbia University - Columbia Business School
MBA, Strategy and Entrepreneurship
University of Michigan - Stephen M. Ross School of Business
BBA, Finance and Accounting
Booz & Company October 2011 - December 2012
Booz & Company May 2010 - July 2010
Redwood Capital Group November 2006 - June 2009
JPMorgan August 2004 - October 2006
Skills
Financial Modeling, Business Strategy, Strategy, Venture Capital, Management Consulting, Start-ups, Private Equity, Strategy Development, Investment Banking, Valuation, Due Diligence, Investments, Analytics, Mergers & Acquisitions, Entrepreneurship, Leadership
Education
Columbia University - Columbia Business School
MBA, Strategy and Entrepreneurship
University of Michigan - Stephen M. Ross School of Business
BBA, Finance and Accounting
Ty Sonagere, MBA Ty Sonagere, MBA's JPMorgan Experience September 2009 - March 2010
Job Lead Data Steward at Grange Insurance
Industry Insurance
Experience
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Ethan Rudin Ethan Rudin's JPMorgan Experience March 2004 - March 2006
Job CFO, Head of Global Label Relations & Business Development at Rhapsody International / Napster
Industry Music
Experience
Rhapsody International / Napster August 2013 - Present
Starbucks Coffee Company January 2010 - August 2013
Citi March 2006 - February 2009
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
KPMG August 1996 - May 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Tufts University 1992 — 1996
BA
Rhapsody International / Napster August 2013 - Present
Starbucks Coffee Company January 2010 - August 2013
Citi March 2006 - February 2009
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
KPMG August 1996 - May 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Tufts University 1992 — 1996
BA
Lauren Dustin's JPMorgan Experience 1995 - 2007
Job Product Risk Management CIB Investor Services
Industry Banking
Experience
JPMorgan Chase April 2011 - Present
JPMorgan Chase September 1995 - Present
JPMorgan 1995 - 2007
US Trust 1984 - 1995
Dartmouth College 1980 - 1982
Skills
Product Management, Fixed Income, Risk Management, Global Custody, Financial Markets, Business Development, Securities, Investments, Equities, Financial Services, Portfolio Management, Banking, Product Development, CRM, Insurance, Derivatives, Capital Markets, Asset Management, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Middle Office, Money Market, Bonds, FX Options, Investment Banking
Education
Colby College 1976 — 1980
BA, Economics
Lebanon High School
JPMorgan Chase April 2011 - Present
JPMorgan Chase September 1995 - Present
JPMorgan 1995 - 2007
US Trust 1984 - 1995
Dartmouth College 1980 - 1982
Skills
Product Management, Fixed Income, Risk Management, Global Custody, Financial Markets, Business Development, Securities, Investments, Equities, Financial Services, Portfolio Management, Banking, Product Development, CRM, Insurance, Derivatives, Capital Markets, Asset Management, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Middle Office, Money Market, Bonds, FX Options, Investment Banking
Education
Colby College 1976 — 1980
BA, Economics
Lebanon High School
Tom Geen Tom Geen's JPMorgan Experience January 2011 - July 2012
Job Sales Manager Raridon & Associates DePuy Synthes
Industry Medical Devices
Experience
Raridon & Associates - DePuy Synthes Companies of Johnson & Johnson April 2013 - Present
Livingstone Partners July 2012 - March 2013
JPMorgan January 2011 - July 2012
JPMorgan June 2008 - January 2011
JPMorgan Investment Bank – Chicago, IL May 2007 - August 2007
BMO Capital Markets - Chicago, IL January 2007 - January 2007
AEGON USA – Investment Management LLC July 2006 - January 2007
Skills
Investment Banking, Derivatives, Risk Management, M&A experience, Corporate Finance, Capital Markets, Goal-driven leader, Organized Multi-tasker, Engaging Public Speaker, Joint Replacement, Sales Management, Banking, Trading
Education
University of Chicago - Booth School of Business 2009 — 2013
MBA, Finance, Accounting, and Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Finance
Colorado School of Mines 2003 — 2004
N/A, Economics
Boylan Catholic High School 1999 — 2003
Raridon & Associates - DePuy Synthes Companies of Johnson & Johnson April 2013 - Present
Livingstone Partners July 2012 - March 2013
JPMorgan January 2011 - July 2012
JPMorgan June 2008 - January 2011
JPMorgan Investment Bank – Chicago, IL May 2007 - August 2007
BMO Capital Markets - Chicago, IL January 2007 - January 2007
AEGON USA – Investment Management LLC July 2006 - January 2007
Skills
Investment Banking, Derivatives, Risk Management, M&A experience, Corporate Finance, Capital Markets, Goal-driven leader, Organized Multi-tasker, Engaging Public Speaker, Joint Replacement, Sales Management, Banking, Trading
Education
University of Chicago - Booth School of Business 2009 — 2013
MBA, Finance, Accounting, and Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Finance
Colorado School of Mines 2003 — 2004
N/A, Economics
Boylan Catholic High School 1999 — 2003
Andrey Kravtsov Andrey Kravtsov's JPMorgan Experience May 2005 - April 2013
Job Senior Engineer VP at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Goldman Sachs April 2013 - November 2014
JPMorgan May 2005 - April 2013
Soft5 January 1998 - December 2000
Skills
Agile Project Management, SDLC, Application Architecture, Application Security, Network Programming, Java, DHTML, Ext JS, SQL, Technology Innovation, IT Strateogy, WPF, Data Analysis, Capital Markets, IT Strategy, Architecture, Enterprise Architecture, SOA, Business Analysis, FIX, Architectures, Equities, Fixed Income, Distributed Systems, Valuation, ESB, Financial Modeling, Software Project..., Perl, Project Management, Multithreaded..., Trading Systems, Trading, Resource Management, Investment Banking, Java Enterprise Edition, C++, Electronic Trading, Scrum, Derivatives, Financial Services, Information Technology, Sybase, Unix, Spring, Management, Governance, Hedge Funds, Web Services, C#
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship & Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
Bachelor's Degree, Majors in Economics, Computer Science and minor in Mathematics
Saint Petersburg State University 2000 — 2000
Economics (semester)
Goldman Sachs November 2014 - Present
Goldman Sachs April 2013 - November 2014
JPMorgan May 2005 - April 2013
Soft5 January 1998 - December 2000
Skills
Agile Project Management, SDLC, Application Architecture, Application Security, Network Programming, Java, DHTML, Ext JS, SQL, Technology Innovation, IT Strateogy, WPF, Data Analysis, Capital Markets, IT Strategy, Architecture, Enterprise Architecture, SOA, Business Analysis, FIX, Architectures, Equities, Fixed Income, Distributed Systems, Valuation, ESB, Financial Modeling, Software Project..., Perl, Project Management, Multithreaded..., Trading Systems, Trading, Resource Management, Investment Banking, Java Enterprise Edition, C++, Electronic Trading, Scrum, Derivatives, Financial Services, Information Technology, Sybase, Unix, Spring, Management, Governance, Hedge Funds, Web Services, C#
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship & Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
Bachelor's Degree, Majors in Economics, Computer Science and minor in Mathematics
Saint Petersburg State University 2000 — 2000
Economics (semester)
Eric Tanjeloff Eric Tanjeloff's JPMorgan Experience June 1997 - February 2009
Job Managing Director, Head of Real Estate Investments at Melody Capital Partners, LP
Industry Real Estate
Experience
Melody Capital Partners, LP September 2014 - Present
CBRE Capital Advisors, Inc October 2009 - September 2014
Affinity Gaming May 2013 - Present
GCET Capital Partners, LLC January 2009 - October 2009
JPMorgan June 1997 - February 2009
Skills
Private Equity, Mergers & Acquisitions, Real Estate
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Cornell University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Economics
Melody Capital Partners, LP September 2014 - Present
CBRE Capital Advisors, Inc October 2009 - September 2014
Affinity Gaming May 2013 - Present
GCET Capital Partners, LLC January 2009 - October 2009
JPMorgan June 1997 - February 2009
Skills
Private Equity, Mergers & Acquisitions, Real Estate
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Cornell University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Economics
Danielle Louis Scott Danielle Louis Scott's JPMorgan Experience September 2008 - October 2012
Job Project Manager at Rebar Systems LLC
Industry Banking
Experience
Rebar Systems, LLC September 2013 - Present
JPMorgan Chase October 2012 - September 2013
JPMORGAN September 2008 - October 2012
JPMORGAN September 2007 - September 2008
JPMORGAN January 2005 - September 2007
JPMORGAN July 2004 - December 2004
GATEWAY HIGH SCHOOL August 2003 - May 2004
Skills
Fixed Income, Capital Markets, Credit Derivatives, Equity Derivatives, Hedge Funds, Teaching, Bloomberg
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Columbia University in the City of New York
BS, Applied Mathematics, Economics
Rebar Systems, LLC September 2013 - Present
JPMorgan Chase October 2012 - September 2013
JPMORGAN September 2008 - October 2012
JPMORGAN September 2007 - September 2008
JPMORGAN January 2005 - September 2007
JPMORGAN July 2004 - December 2004
GATEWAY HIGH SCHOOL August 2003 - May 2004
Skills
Fixed Income, Capital Markets, Credit Derivatives, Equity Derivatives, Hedge Funds, Teaching, Bloomberg
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Columbia University in the City of New York
BS, Applied Mathematics, Economics
Grant Tolson Grant Tolson's JPMorgan Experience 2006 - 2008
Job Managing Director, Financial Institutions Group at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
Robbyn Dewar, SPHR Robbyn Dewar, SPHR's JPMorgan Experience January 2004 - March 2009
Job at
Industry Human Resources
Experience
Tufts University September 2014 - Present
Tufts University September 2011 - Present
Tufts University June 2010 - September 2011
JPMorgan January 2004 - March 2009
Washington Mutual January 2004 - March 2009
Hubbard Broadcasting January 2001 - September 2003
UnitedHealth Group March 1999 - December 2000
Novartis Seeds, Inc. January 1998 - March 1999
Management Compensation Group October 1990 - January 1998
MCG HealthCare 1990 - 1997
Skills
Employee Benefits, Human Resources, Vendor Management, Leadership, Defined Benefit, COBRA, HR Policies, Retirement Planning, 401k, Legal Compliance, Defined Contribution, PeopleSoft, Deferred Compensation, Onboarding, Benefits Administration, Internal Communications, Pensions
Education
Illinois State University 1988 — 1990
Bachelor of Science, Finance
College of Lake County 1986 — 1988
Associate of Arts, Concentration on Business and Finance
ASPPA Certification and SPHR Designation
Tufts University September 2014 - Present
Tufts University September 2011 - Present
Tufts University June 2010 - September 2011
JPMorgan January 2004 - March 2009
Washington Mutual January 2004 - March 2009
Hubbard Broadcasting January 2001 - September 2003
UnitedHealth Group March 1999 - December 2000
Novartis Seeds, Inc. January 1998 - March 1999
Management Compensation Group October 1990 - January 1998
MCG HealthCare 1990 - 1997
Skills
Employee Benefits, Human Resources, Vendor Management, Leadership, Defined Benefit, COBRA, HR Policies, Retirement Planning, 401k, Legal Compliance, Defined Contribution, PeopleSoft, Deferred Compensation, Onboarding, Benefits Administration, Internal Communications, Pensions
Education
Illinois State University 1988 — 1990
Bachelor of Science, Finance
College of Lake County 1986 — 1988
Associate of Arts, Concentration on Business and Finance
ASPPA Certification and SPHR Designation
Elliot Vermes's JPMorgan Experience 2001 - 2005
Job Founder / Chief Executive Officer of ResiModel, LLC
Industry Real Estate
Experience
ResiModel, Inc. June 2010 - Present
Sequoia Debt Ventures 2009 - 2010
Citi Property Investors 2005 - 2008
JPMorgan 2001 - 2005
Accenture 1996 - 2000
BHF-BANK 1995 - 1996
Manhattan Institute 1992 - 1992
Skills
Due Diligence, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Mergers, Risk Management, Equities, Asset Management, Financial Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Entrepreneurship, Investments, Start-ups, Commercial Real Estate, Acquisitions, Fixed Income, Valuation, Banking, Management Consulting
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Real Estate / Entrepreneurship
Washington University in St. Louis 1991 — 1995
BA / BS, Economics / Systems Engineering
Institut national des Sciences appliquées de Lyon 1993 — 1994
Applied Mathematics
ResiModel, Inc. June 2010 - Present
Sequoia Debt Ventures 2009 - 2010
Citi Property Investors 2005 - 2008
JPMorgan 2001 - 2005
Accenture 1996 - 2000
BHF-BANK 1995 - 1996
Manhattan Institute 1992 - 1992
Skills
Due Diligence, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Mergers, Risk Management, Equities, Asset Management, Financial Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Entrepreneurship, Investments, Start-ups, Commercial Real Estate, Acquisitions, Fixed Income, Valuation, Banking, Management Consulting
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Real Estate / Entrepreneurship
Washington University in St. Louis 1991 — 1995
BA / BS, Economics / Systems Engineering
Institut national des Sciences appliquées de Lyon 1993 — 1994
Applied Mathematics
Brian Feiler Brian Feiler's JPMorgan Experience June 2009 - May 2010
Job MBA Candidate at Columbia Business School
Industry Management Consulting
Experience
Cumberland Consulting Group May 2010 - July 2014
JPMorgan June 2009 - May 2010
Skills
Management Consulting, Project Management, Business Strategy, Management, Microsoft Office, Business Analysis, Leadership, Data Analysis, Financial Modeling, Analysis, Change Management, Financial Services, Strategy, Microsoft Excel
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
Bachelor of Arts, Human and Organizational Development
Cumberland Consulting Group May 2010 - July 2014
JPMorgan June 2009 - May 2010
Skills
Management Consulting, Project Management, Business Strategy, Management, Microsoft Office, Business Analysis, Leadership, Data Analysis, Financial Modeling, Analysis, Change Management, Financial Services, Strategy, Microsoft Excel
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
Bachelor of Arts, Human and Organizational Development
Kate McGee Kate McGee's JPMorgan Experience June 2009 - June 2012
Job VP of Marketing at delivery.com
Industry Retail
Experience
delivery.com December 2014 - Present
mySupermarket March 2014 - November 2014
Quidsi Inc. (an Amazon.com company) February 2014 - March 2014
Quidsi Inc. (an Amazon.com company) August 2012 - February 2014
JPMorgan June 2009 - June 2012
JPMorgan June 2008 - August 2008
ideeli February 2008 - May 2008
Archstone Consulting June 2007 - August 2007
Kellwood 2005 - 2007
Tommy Hilfiger 2003 - 2005
Skills
Strategic Planning, Marketing Strategy, Management, E-commerce, Financial Modeling, Competitive Analysis
Education
Columbia University - Columbia Business School 2007 — 2009
M.B.A., Finance
Dartmouth College 1997 — 2001
B.A., English
delivery.com December 2014 - Present
mySupermarket March 2014 - November 2014
Quidsi Inc. (an Amazon.com company) February 2014 - March 2014
Quidsi Inc. (an Amazon.com company) August 2012 - February 2014
JPMorgan June 2009 - June 2012
JPMorgan June 2008 - August 2008
ideeli February 2008 - May 2008
Archstone Consulting June 2007 - August 2007
Kellwood 2005 - 2007
Tommy Hilfiger 2003 - 2005
Skills
Strategic Planning, Marketing Strategy, Management, E-commerce, Financial Modeling, Competitive Analysis
Education
Columbia University - Columbia Business School 2007 — 2009
M.B.A., Finance
Dartmouth College 1997 — 2001
B.A., English
Arun Yang's JPMorgan Experience June 2006 - August 2006
Job Senior Manager Merchant Experience at American Express
Industry Financial Services
Experience
American Express July 2014 - Present
St. Hope Leadership Academy November 2013 - Present
American Express September 2012 - July 2014
Teach for America August 2010 - July 2012
American Express May 2009 - August 2009
NBC Universal July 2008 - August 2008
BRAC USA May 2008 - July 2008
JPMorgan June 2006 - August 2006
Education
Hunter College 2010 — 2012
Master of Science (MS)
Tufts University 2006 — 2010
BA
The Dalton School
American Express July 2014 - Present
St. Hope Leadership Academy November 2013 - Present
American Express September 2012 - July 2014
Teach for America August 2010 - July 2012
American Express May 2009 - August 2009
NBC Universal July 2008 - August 2008
BRAC USA May 2008 - July 2008
JPMorgan June 2006 - August 2006
Education
Hunter College 2010 — 2012
Master of Science (MS)
Tufts University 2006 — 2010
BA
The Dalton School
Gennadiy Bernadskiy's JPMorgan Experience May 2007 - November 2007
Job Business Analyst at Prudential Financial
Industry Banking
Experience
Deutsche Bank May 2015 - Present
Bank of Tokyo-Mitsubishi UFJ December 2014 - March 2015
Prudential Financial February 2014 - June 2014
Capgemini August 2012 - November 2013
GlobeOp Financial Services October 2009 - March 2011
Citi 2011 - 2011
Morgan Stanley October 2008 - August 2009
Lehman Brothers 2007 - 2008
JPMorgan May 2007 - November 2007
Thales Fund Management November 1998 - April 2007
Skills
Business Analysis, Excel, SQL, Business Documentation, Fixed Income Products, Credit Derivatives, Interest Rate..., Equity Derivatives, VBA, CFA, Client Services, SDLC, Fixed Income, Derivatives, Middle Office, Equities, Hedge Funds, Bloomberg, Swaps, Chartered Financial..., Microsoft Excel, Documentations, Capital Markets, Settlement, FX Options, Trading, Financial Modeling
Education
City University of New York-Brooklyn College
BS, Accounting
Deutsche Bank May 2015 - Present
Bank of Tokyo-Mitsubishi UFJ December 2014 - March 2015
Prudential Financial February 2014 - June 2014
Capgemini August 2012 - November 2013
GlobeOp Financial Services October 2009 - March 2011
Citi 2011 - 2011
Morgan Stanley October 2008 - August 2009
Lehman Brothers 2007 - 2008
JPMorgan May 2007 - November 2007
Thales Fund Management November 1998 - April 2007
Skills
Business Analysis, Excel, SQL, Business Documentation, Fixed Income Products, Credit Derivatives, Interest Rate..., Equity Derivatives, VBA, CFA, Client Services, SDLC, Fixed Income, Derivatives, Middle Office, Equities, Hedge Funds, Bloomberg, Swaps, Chartered Financial..., Microsoft Excel, Documentations, Capital Markets, Settlement, FX Options, Trading, Financial Modeling
Education
City University of New York-Brooklyn College
BS, Accounting
Kina Thomas Kina Thomas's JPMorgan Experience April 1998 - October 2006
Job Client Manager
Industry Civic & Social Organization
Experience
NYC Department of Small Business Services August 2012 - Present
NYC Department of Human Resource Administration September 2010 - August 2012
JPMorgan Chase Bank October 2005 - October 2008
JPMorgan April 1998 - October 2006
JPMorgan Chase December 1996 - April 1998
JPMorgan Chase October 1995 - December 1996
JPMorgan Chase September 1993 - October 1995
Skills
Banking, Project Management, Business Analysis, Process Improvement, Leadership, Program Management, Team Building, Customer Service, Coaching, Strategic Planning, Change Management, Training, Operations Management, Microsoft Excel, Cash Management, Analysis, Team Leadership, Management, New Business Development, Budgets, Quality Assurance, Accounting, Event Planning, Research, Sales, Public Speaking, Finance, Human Resources, Business Process..., Risk Management, Business Requirements, Microsoft Office, Performance Management, Investments, Data Analysis, Financial Analysis, Project Planning, Financial Risk, Outlook, Marketing, PowerPoint, Leadership Development, Software Documentation, CRM, Recruiting, Business Development, Relationship Management, Organizational..., Financial Services
Education
City University of New York 2015 — 2017
Master of Arts (M.A.), Urban Studies/Affairs
State University of New York Empire State College 2012 — 2014
BS in Business Management and Economics, Business Administration, Management and Operations
University of Phoenix 2002 — 2009
BA, Business Administration
University of South Florida - College of Business Administration 2006 — 2007
Accounting
NYC Department of Small Business Services August 2012 - Present
NYC Department of Human Resource Administration September 2010 - August 2012
JPMorgan Chase Bank October 2005 - October 2008
JPMorgan April 1998 - October 2006
JPMorgan Chase December 1996 - April 1998
JPMorgan Chase October 1995 - December 1996
JPMorgan Chase September 1993 - October 1995
Skills
Banking, Project Management, Business Analysis, Process Improvement, Leadership, Program Management, Team Building, Customer Service, Coaching, Strategic Planning, Change Management, Training, Operations Management, Microsoft Excel, Cash Management, Analysis, Team Leadership, Management, New Business Development, Budgets, Quality Assurance, Accounting, Event Planning, Research, Sales, Public Speaking, Finance, Human Resources, Business Process..., Risk Management, Business Requirements, Microsoft Office, Performance Management, Investments, Data Analysis, Financial Analysis, Project Planning, Financial Risk, Outlook, Marketing, PowerPoint, Leadership Development, Software Documentation, CRM, Recruiting, Business Development, Relationship Management, Organizational..., Financial Services
Education
City University of New York 2015 — 2017
Master of Arts (M.A.), Urban Studies/Affairs
State University of New York Empire State College 2012 — 2014
BS in Business Management and Economics, Business Administration, Management and Operations
University of Phoenix 2002 — 2009
BA, Business Administration
University of South Florida - College of Business Administration 2006 — 2007
Accounting
Carla Casella's JPMorgan Experience MD in HY ResearchJP Morgan2005 - Present
Job Managing Director at JPMorgan
Industry Research
Experience
JPMorgan MD in HY ResearchJP Morgan2005 - Present
JP Morgan Chase 1995 - Present
J.P. Morgan 1995 - Present
Peace Corps 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Economics
Vanderbilt University 1986 — 1991
JPMorgan MD in HY ResearchJP Morgan2005 - Present
JP Morgan Chase 1995 - Present
J.P. Morgan 1995 - Present
Peace Corps 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Economics
Vanderbilt University 1986 — 1991
Lewis Reford's JPMorgan Experience 1998 - 2005
Job Partner at Solar Ship Inc.
Industry Renewables & Environment
Experience
Solar Ship Inc. August 2014 - Present
Reservoir Capital Corp. January 2011 - Present
Asola Solarpower Canada Inc. January 2011 - Present
Caldera Geothermal 2009 - Present
Gazit America July 2009 - July 2012
Schneider Power Inc. August 2009 - January 2011
MGI Securities 2006 - 2007
Conservative Party of Canada 2005 - 2006
JPMorgan 1998 - 2005
Skills
Renewable Energy, Cleantech, Solar Energy, Wind, Energy, Strategic Planning, Mergers, Project Finance, Business Strategy, Venture Capital, Investment Banking, Corporate Development, Capital Markets, Financial Modeling, Investments
Education
Colorado School of Mines 1978 — 1981
BSc, Geophysical Engineering
University of Cambridge
Doctoral research, Geological and Earth Sciences/Geosciences
Solar Ship Inc. August 2014 - Present
Reservoir Capital Corp. January 2011 - Present
Asola Solarpower Canada Inc. January 2011 - Present
Caldera Geothermal 2009 - Present
Gazit America July 2009 - July 2012
Schneider Power Inc. August 2009 - January 2011
MGI Securities 2006 - 2007
Conservative Party of Canada 2005 - 2006
JPMorgan 1998 - 2005
Skills
Renewable Energy, Cleantech, Solar Energy, Wind, Energy, Strategic Planning, Mergers, Project Finance, Business Strategy, Venture Capital, Investment Banking, Corporate Development, Capital Markets, Financial Modeling, Investments
Education
Colorado School of Mines 1978 — 1981
BSc, Geophysical Engineering
University of Cambridge
Doctoral research, Geological and Earth Sciences/Geosciences
Howard Shaw Howard Shaw's JPMorgan Experience November 2004 - December 2005
Job VP Senior ACH Product Manager at HSBC
Industry Financial Services
Experience
The Clearing House September 2009 - July 2010
JP Morgan Chase - Treasury Services January 2006 - December 2008
JPMorgan November 2004 - December 2005
JPMorgan Chase January 2001 - October 2004
JPMorgan Chase January 2000 - December 2001
The Chase Manhattan Bank January 1997 - December 1999
Bankers Trust Company - Global Processing Services August 1990 - December 1996
Manufacturers Hanover Trust April 1989 - July 1990
Chemical Bank New York April 1988 - March 1989
Skills
Program Management, Product Development, Operations Management, E-payments, Cash Management, Payments, ACH, Product Management, Treasury, Management, Risk Management, Emerging Payments, Process Improvement, Banking, Treasury Management, Payment Systems, Mergers & Acquisitions, Start-ups, Financial Services, Electronic Payments, Credit Cards, Finance, Core Banking, Relationship Management, Commercial Banking, Retail Banking, Portfolio Management, Internet Banking, Cross Selling, Debit Cards, Financial Risk, CRM, FX Options, Executive Management
Education
City University of New York-Brooklyn College 1986 — 1988
MA
State University of New York at Stony Brook 1982 — 1986
BA
The Clearing House September 2009 - July 2010
JP Morgan Chase - Treasury Services January 2006 - December 2008
JPMorgan November 2004 - December 2005
JPMorgan Chase January 2001 - October 2004
JPMorgan Chase January 2000 - December 2001
The Chase Manhattan Bank January 1997 - December 1999
Bankers Trust Company - Global Processing Services August 1990 - December 1996
Manufacturers Hanover Trust April 1989 - July 1990
Chemical Bank New York April 1988 - March 1989
Skills
Program Management, Product Development, Operations Management, E-payments, Cash Management, Payments, ACH, Product Management, Treasury, Management, Risk Management, Emerging Payments, Process Improvement, Banking, Treasury Management, Payment Systems, Mergers & Acquisitions, Start-ups, Financial Services, Electronic Payments, Credit Cards, Finance, Core Banking, Relationship Management, Commercial Banking, Retail Banking, Portfolio Management, Internet Banking, Cross Selling, Debit Cards, Financial Risk, CRM, FX Options, Executive Management
Education
City University of New York-Brooklyn College 1986 — 1988
MA
State University of New York at Stony Brook 1982 — 1986
BA
Jerry Garcia Jerry Garcia's JPMorgan Experience October 2007 - April 2010
Job Managing Director & Market Manager Andes, Central America & The Caribbean at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
JPMorgan Chase & Co. April 2010 - June 2014
JPMorgan October 2007 - April 2010
Skills
Hedge Funds, Private Banking, Series 7, Capital Markets, Equities, Wealth Management, Debt, Asset Managment, Portfolio Management, Investments, Commercial Banking, Credit, Banking, Financial Analysis, Strategic Financial..., Relationship Management, Risk Management, Fixed Income, Investment Management, Investment Banking
Education
Columbia University - Columbia Business School 2000 — 2002
Executive MBA
City University of New York-Brooklyn College 1988 — 1992
Bachelor of Science (BS), Business Management and Finance
South Shore High School 1983 — 1987
J.P. Morgan June 2014 - Present
JPMorgan Chase & Co. April 2010 - June 2014
JPMorgan October 2007 - April 2010
Skills
Hedge Funds, Private Banking, Series 7, Capital Markets, Equities, Wealth Management, Debt, Asset Managment, Portfolio Management, Investments, Commercial Banking, Credit, Banking, Financial Analysis, Strategic Financial..., Relationship Management, Risk Management, Fixed Income, Investment Management, Investment Banking
Education
Columbia University - Columbia Business School 2000 — 2002
Executive MBA
City University of New York-Brooklyn College 1988 — 1992
Bachelor of Science (BS), Business Management and Finance
South Shore High School 1983 — 1987
Donald Rivers Donald Rivers's JPMorgan Experience October 1985 - August 2008
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network August 2008 - Present
JPMorgan October 1985 - August 2008
Skills
Retirement Planning, Retirement, Asset Allocation, Estate Planning, Investments, Financial Advisory, Financial Services, Insurance, Finance, Wealth, Investment Strategies, Securities, Mutual Funds
Education
College for Financial Planning
Master of Science
Franklin University
B.S.B.A., Accounting, Marketing
Wells Fargo Advisors Financial Network August 2008 - Present
JPMorgan October 1985 - August 2008
Skills
Retirement Planning, Retirement, Asset Allocation, Estate Planning, Investments, Financial Advisory, Financial Services, Insurance, Finance, Wealth, Investment Strategies, Securities, Mutual Funds
Education
College for Financial Planning
Master of Science
Franklin University
B.S.B.A., Accounting, Marketing
Mustafa Khoja Mustafa Khoja's JPMorgan Experience February 2007 - August 2008
Job IT Program Manager at Gartner
Industry Information Technology and Services
Experience
Gartner March 2012 - Present
Bank of America January 2011 - December 2011
Interactive Data September 2008 - October 2010
JPMorgan February 2007 - August 2008
Platts, a division of the McGraw-Hill Companies 2004 - 2006
Platts, a division of the McGraw-Hill Companies 2002 - 2004
Platts, a division of the McGraw-Hill Companies 1999 - 2002
MasterCard 1999 - 1999
TAL International 1995 - 1998
Entex 1995 - 1996
Skills
Business Intelligence, ITIL, Project Portfolio..., Security, Vendor Management, PMO, IT Management, IT Strategy, Project Management, PMP, Program Management, SDLC, Business Analysis, Six Sigma, Management, Integration, Cloud Computing
Education
City University of New York-Brooklyn College 1991 — 1995
BA
Lincoln 1987 — 1991
Gartner March 2012 - Present
Bank of America January 2011 - December 2011
Interactive Data September 2008 - October 2010
JPMorgan February 2007 - August 2008
Platts, a division of the McGraw-Hill Companies 2004 - 2006
Platts, a division of the McGraw-Hill Companies 2002 - 2004
Platts, a division of the McGraw-Hill Companies 1999 - 2002
MasterCard 1999 - 1999
TAL International 1995 - 1998
Entex 1995 - 1996
Skills
Business Intelligence, ITIL, Project Portfolio..., Security, Vendor Management, PMO, IT Management, IT Strategy, Project Management, PMP, Program Management, SDLC, Business Analysis, Six Sigma, Management, Integration, Cloud Computing
Education
City University of New York-Brooklyn College 1991 — 1995
BA
Lincoln 1987 — 1991
Aya Takeuchi Aya Takeuchi's JPMorgan Experience 2000 - 2002
Job VP Business at Trusper We're HIRING!
Industry Internet
Experience
Trusper September 2014 - Present
Takara Tomy August 2013 - April 2014
mixi, Inc May 2011 - August 2013
San Francisco Classical Voice December 2009 - April 2011
Global eCommerce, Walmart.com December 2008 - April 2011
Amazon.com August 2006 - August 2008
Colony Capital 2002 - 2004
JPMorgan 2000 - 2002
Skills
Product Management, Strategy, E-commerce, Leadership, Retail, Start-ups, Mobile Devices, Business Strategy, Analytics, Strategic Partnerships, Entrepreneurship, Cross-functional Team..., Competitive Analysis, Product Development, Marketing Strategy, Digital Strategy
Education
Harvard Business School 2004 — 2006
MBA
Smith College 1996 — 2000
BA
Choate Rosemary Hall 1994 — 1996
Trusper September 2014 - Present
Takara Tomy August 2013 - April 2014
mixi, Inc May 2011 - August 2013
San Francisco Classical Voice December 2009 - April 2011
Global eCommerce, Walmart.com December 2008 - April 2011
Amazon.com August 2006 - August 2008
Colony Capital 2002 - 2004
JPMorgan 2000 - 2002
Skills
Product Management, Strategy, E-commerce, Leadership, Retail, Start-ups, Mobile Devices, Business Strategy, Analytics, Strategic Partnerships, Entrepreneurship, Cross-functional Team..., Competitive Analysis, Product Development, Marketing Strategy, Digital Strategy
Education
Harvard Business School 2004 — 2006
MBA
Smith College 1996 — 2000
BA
Choate Rosemary Hall 1994 — 1996
steve dachtera steve dachtera's JPMorgan Experience 1990 - Present
Job VP at JPM Chase
Industry Financial Services
Experience
JPMorgan 1990 - Present
JPMorgan Chase 1978 - Present
JPM Chase December 1976 - Present
JP Morgan Chase 1972 - Present
Education
New York University 1968 — 1972
MSEE, Electrical Engineering
City University of New York City College 1963 — 1968
bee, electrical engineering
JPMorgan 1990 - Present
JPMorgan Chase 1978 - Present
JPM Chase December 1976 - Present
JP Morgan Chase 1972 - Present
Education
New York University 1968 — 1972
MSEE, Electrical Engineering
City University of New York City College 1963 — 1968
bee, electrical engineering
Eric Doll Eric Doll's JPMorgan Experience October 2005 - February 2010
Job Managing Director at Altah Trade Consulting, LLC
Industry International Trade and Development
Experience
Altah Trade Consulting, LLC March 2014 - Present
Avant International February 2010 - March 2014
JPMorgan October 2005 - February 2010
IBM 2003 - 2005
Vastera March 2000 - June 2003
Skills
EAR, Export Controls, ITAR, International Trade, Export, Auditing, Import, Customs, Trade Compliance, Import Compliance, Import/Export, Supply Chain, Management, International Business, Supply Chain Management, Logistics
Education
Colorado State University 1991 — 1995
BA, Economics
Altah Trade Consulting, LLC March 2014 - Present
Avant International February 2010 - March 2014
JPMorgan October 2005 - February 2010
IBM 2003 - 2005
Vastera March 2000 - June 2003
Skills
EAR, Export Controls, ITAR, International Trade, Export, Auditing, Import, Customs, Trade Compliance, Import Compliance, Import/Export, Supply Chain, Management, International Business, Supply Chain Management, Logistics
Education
Colorado State University 1991 — 1995
BA, Economics
Shane Moore, CFP® Shane Moore, CFP®'s JPMorgan Experience 2003 - 2007
Job National Speaker, Author, and Wealth Manager
Industry Financial Services
Experience
Quartz Financial 2007 - Present
The Sudden Wealth Center 2010 - Present
JPMorgan 2003 - 2007
Citigroup Smith Barney 2001 - 2003
JPMorgan Chase 1993 - 2001
Skills
Sudden Wealth Management, Comprehensive Wealth..., Investment Management, Financial Planning, Life Insurance, Long-Term Care Insurance, Asset Protection, Retirement Planning, Estate Planning, Municipal Bonds, Universal Life, Whole Life, Public Speaking, Writing
Education
Texas Tech University 1992 — 1993
MSBA, Banking & Finance
Texas State University-San Marcos 1988 — 1992
BBA, Finance
College for Financial Planning 1995 — 1998
CFP designation, CFP Certification Professional Education Program
Quartz Financial 2007 - Present
The Sudden Wealth Center 2010 - Present
JPMorgan 2003 - 2007
Citigroup Smith Barney 2001 - 2003
JPMorgan Chase 1993 - 2001
Skills
Sudden Wealth Management, Comprehensive Wealth..., Investment Management, Financial Planning, Life Insurance, Long-Term Care Insurance, Asset Protection, Retirement Planning, Estate Planning, Municipal Bonds, Universal Life, Whole Life, Public Speaking, Writing
Education
Texas Tech University 1992 — 1993
MSBA, Banking & Finance
Texas State University-San Marcos 1988 — 1992
BBA, Finance
College for Financial Planning 1995 — 1998
CFP designation, CFP Certification Professional Education Program
Julia Kupchik Julia Kupchik's JPMorgan Experience 2000 - 2006
Job VP of Operations at Mousse Partners
Industry Financial Services
Experience
Mousse Partners August 2009 - Present
Newport Coast Consulting August 2009 - April 2012
D. E. Shaw April 2005 - August 2009
JPMorgan 2000 - 2006
Skills
Product Development, Program Management, Change Management, Hedge Funds, Corporate Development, Vendor Relations, Management Consulting, Financial Markets, Capital Markets, Private Equity, Equities, Valuation, Alternative Investments, Entrepreneurship, Business Strategy, Risk Management, Derivatives, Strategy Development, Strategic Planning, Product Management, Structured Products, Business Planning, New Business Development, Business Analysis, Fixed Income, Operations Management, Financial Management
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance
New York University - Leonard N. Stern School of Business 1992 — 1996
BS, Economics and Finance
Mousse Partners August 2009 - Present
Newport Coast Consulting August 2009 - April 2012
D. E. Shaw April 2005 - August 2009
JPMorgan 2000 - 2006
Skills
Product Development, Program Management, Change Management, Hedge Funds, Corporate Development, Vendor Relations, Management Consulting, Financial Markets, Capital Markets, Private Equity, Equities, Valuation, Alternative Investments, Entrepreneurship, Business Strategy, Risk Management, Derivatives, Strategy Development, Strategic Planning, Product Management, Structured Products, Business Planning, New Business Development, Business Analysis, Fixed Income, Operations Management, Financial Management
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance
New York University - Leonard N. Stern School of Business 1992 — 1996
BS, Economics and Finance
Norman Rund Norman Rund's JPMorgan Experience January 1980 - April 2010
Job Author at Self employed
Industry Financial Services
Experience
Self employed April 2006 - Present
JPMorgan Chase December 1980 - April 2010
JPMorgan January 1980 - April 2010
JP Morgan 1980 - 2010
Chase 1980 - 2009
Chase Manhattan Bank 1980 - 2009
JP Morgan Chase 1980 - 2009
JPMorganChase Bank 1980 - 2009
Skills
Financial Services, Fixed Income, Operational Risk..., Business Analysis, Relationship Management, Mergers & Acquisitions, Portfolio Management, Global Custody, Strategy, Project Management, Business Process..., IT Strategy, Governance, Banking, Asset Managment, Asset Management, Requirements Gathering, Risk Management, Project Portfolio..., PMO, Series 7, Trading Systems, Vendor Management, Derivatives, Financial Modeling, Credit Risk, SDLC, Financial Risk, Investment Banking, Process Improvement, Payments, Investments, Outsourcing, Management, Offshoring, Capital Markets, Securities, Commercial Banking, Cash Management, Program Management, Financial Analysis, Loans, Series 63, Change Management, Equities
Education
City University of New York-Herbert H. Lehman College 1970 — 1974
ba, business
Self employed April 2006 - Present
JPMorgan Chase December 1980 - April 2010
JPMorgan January 1980 - April 2010
JP Morgan 1980 - 2010
Chase 1980 - 2009
Chase Manhattan Bank 1980 - 2009
JP Morgan Chase 1980 - 2009
JPMorganChase Bank 1980 - 2009
Skills
Financial Services, Fixed Income, Operational Risk..., Business Analysis, Relationship Management, Mergers & Acquisitions, Portfolio Management, Global Custody, Strategy, Project Management, Business Process..., IT Strategy, Governance, Banking, Asset Managment, Asset Management, Requirements Gathering, Risk Management, Project Portfolio..., PMO, Series 7, Trading Systems, Vendor Management, Derivatives, Financial Modeling, Credit Risk, SDLC, Financial Risk, Investment Banking, Process Improvement, Payments, Investments, Outsourcing, Management, Offshoring, Capital Markets, Securities, Commercial Banking, Cash Management, Program Management, Financial Analysis, Loans, Series 63, Change Management, Equities
Education
City University of New York-Herbert H. Lehman College 1970 — 1974
ba, business
David DeRose's JPMorgan Experience January 2008 - April 2009
Job Vice President, Head of Institutional Sales
Industry Financial Services
Experience
Pacific Epoch, formerly a Pacific Crest Company February 2013 - Present
Primary Insight, LLC January 2006 - January 2013
JPMorgan January 2008 - April 2009
Bear Stearns & Company January 2006 - March 2008
Vista Research Brokerage January 2004 - January 2006
InsightExpress, LLC July 2002 - December 2003
Jupiter Research August 1997 - July 2002
Skills
Private Equity, Hedge Funds, Business Development, Start-ups, Business Strategy, CEO, COO, Global Sales..., Sales Management, Executive Management, Executive Positions, Sales Research, Institutional Sales, Institutional Research, Institutional Accounts, Alternative Investments, Asset Management, Bloomberg, Business Intelligence, Capital Markets, Corporate Development, Competitive Analysis, Due Diligence, Entrepreneurship, Equities, Equity Research, Finance, Financial Services, Global Sales, Institutional..., Investments, Leadership, Management, Management Consulting, Market Research, New Business Development, Sales, Securities, Series 63, Strategy, Mutual Funds, Valuation, Investor Relations
Education
Colgate University
BA, History
Irvington High School
High School Diploma
Pacific Epoch, formerly a Pacific Crest Company February 2013 - Present
Primary Insight, LLC January 2006 - January 2013
JPMorgan January 2008 - April 2009
Bear Stearns & Company January 2006 - March 2008
Vista Research Brokerage January 2004 - January 2006
InsightExpress, LLC July 2002 - December 2003
Jupiter Research August 1997 - July 2002
Skills
Private Equity, Hedge Funds, Business Development, Start-ups, Business Strategy, CEO, COO, Global Sales..., Sales Management, Executive Management, Executive Positions, Sales Research, Institutional Sales, Institutional Research, Institutional Accounts, Alternative Investments, Asset Management, Bloomberg, Business Intelligence, Capital Markets, Corporate Development, Competitive Analysis, Due Diligence, Entrepreneurship, Equities, Equity Research, Finance, Financial Services, Global Sales, Institutional..., Investments, Leadership, Management, Management Consulting, Market Research, New Business Development, Sales, Securities, Series 63, Strategy, Mutual Funds, Valuation, Investor Relations
Education
Colgate University
BA, History
Irvington High School
High School Diploma
Emily Inskeep Emily Inskeep's JPMorgan Experience August 2008 - August 2010
Job Managing Director at Wegman Partners
Industry Law Practice
Experience
Wegman Partners February 2015 - Present
Chicago Legal Search, Ltd. August 2010 - February 2015
JPMorgan August 2008 - August 2010
ENVIRONMENTAL LAW CLINIC January 2008 - May 2008
RICHARD J. PRENDERGAST, LTD May 2007 - August 2007
CABRINI GREEN LEGAL AID CLINIC January 2006 - May 2007
Skills
Estate Planning, Litigation, Recruiting, Executive Search, Temporary Placement, Career Counseling
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2005 — 2008
Juris Doctorate, Public Interest
University of Virginia 2000 — 2004
BA Psychology, Psychology Major
Wegman Partners February 2015 - Present
Chicago Legal Search, Ltd. August 2010 - February 2015
JPMorgan August 2008 - August 2010
ENVIRONMENTAL LAW CLINIC January 2008 - May 2008
RICHARD J. PRENDERGAST, LTD May 2007 - August 2007
CABRINI GREEN LEGAL AID CLINIC January 2006 - May 2007
Skills
Estate Planning, Litigation, Recruiting, Executive Search, Temporary Placement, Career Counseling
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2005 — 2008
Juris Doctorate, Public Interest
University of Virginia 2000 — 2004
BA Psychology, Psychology Major
Cynthia Barros Correa Cynthia Barros Correa's JPMorgan Experience June 2008 - August 2008
Job Wharton MBA Alumni and Graduate Student in Math Education at Lehman College
Industry Education Management
Experience
J.P. Morgan October 2010 - June 2015
J.P. Morgan August 2009 - September 2010
JPMorgan June 2008 - August 2008
Banco Itaú August 1998 - June 2007
Buddalak Titan Paint Producing June 1997 - July 1997
Skills
Credit, Analysis, Business Strategy, Portfolio Management, Finance, Management, Strategy, Process Improvement, People Management, Teamwork, Communication, Training & Development, Project Management, Teaching
Education
City University of New York-Herbert H. Lehman College 2015 — 2018
Master’s Degree, Mathematics Teacher Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (M.B.A.), Finance - Venture Capital
Fundação Getulio Vargas 2000 — 2001
Specialization, Business
Universidade Estadual de Campinas 1994 — 1998
Bachelor’s Degree, Chemical Engineering
J.P. Morgan October 2010 - June 2015
J.P. Morgan August 2009 - September 2010
JPMorgan June 2008 - August 2008
Banco Itaú August 1998 - June 2007
Buddalak Titan Paint Producing June 1997 - July 1997
Skills
Credit, Analysis, Business Strategy, Portfolio Management, Finance, Management, Strategy, Process Improvement, People Management, Teamwork, Communication, Training & Development, Project Management, Teaching
Education
City University of New York-Herbert H. Lehman College 2015 — 2018
Master’s Degree, Mathematics Teacher Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (M.B.A.), Finance - Venture Capital
Fundação Getulio Vargas 2000 — 2001
Specialization, Business
Universidade Estadual de Campinas 1994 — 1998
Bachelor’s Degree, Chemical Engineering
Johnathan Ericson's JPMorgan Experience March 1986 - September 2008
Job Architectural project manager and designer with woodworking, interiors, preservation, furniture and carpentry skills.
Industry Design
Experience
Poulet-Guevara Enterprises, Inc. June 2011 - Present
Fairmount Park Historic Preservation Trust June 2010 - August 2010
JPMorgan March 1986 - September 2008
US Air Force Reserve May 1977 - April 1999
Philadelphia Savings Fund Society 1982 - 1986
H2L2 Architects/Planners 1978 - 1982
National Trust for Historic Preservation May 1976 - August 1976
Skills
Design, Woodworking, Project Coordination, Architecture, Historic Preservation, Building Conservation, Architectural..., Interior Design, Software Documentation, Furniture, Procurement, Management, Project Planning, Restoration, Interior Architecture, Renovation, Construction, AutoCAD, Architectural Design, Custom Furniture, Historical Renovations, Architectural Drawings, Construction Drawings, CAD, Space Planning, Construction Management, Submittals, Planning
Education
North Bennet Street School 2009 — 2011
Diploma, Preservation Carpentry
City University of New York City College 1977 — 1978
Masters of Urban Planning, Urban Design
Tulane University 1971 — 1977
Masters in Architecture, Architecture
Tulane University 1971 — 1977
Bachelor of Arts (B.A.), Magna Cum Laude with Interdisciplinary Honors, Historic Preservation and Conservation
Poulet-Guevara Enterprises, Inc. June 2011 - Present
Fairmount Park Historic Preservation Trust June 2010 - August 2010
JPMorgan March 1986 - September 2008
US Air Force Reserve May 1977 - April 1999
Philadelphia Savings Fund Society 1982 - 1986
H2L2 Architects/Planners 1978 - 1982
National Trust for Historic Preservation May 1976 - August 1976
Skills
Design, Woodworking, Project Coordination, Architecture, Historic Preservation, Building Conservation, Architectural..., Interior Design, Software Documentation, Furniture, Procurement, Management, Project Planning, Restoration, Interior Architecture, Renovation, Construction, AutoCAD, Architectural Design, Custom Furniture, Historical Renovations, Architectural Drawings, Construction Drawings, CAD, Space Planning, Construction Management, Submittals, Planning
Education
North Bennet Street School 2009 — 2011
Diploma, Preservation Carpentry
City University of New York City College 1977 — 1978
Masters of Urban Planning, Urban Design
Tulane University 1971 — 1977
Masters in Architecture, Architecture
Tulane University 1971 — 1977
Bachelor of Arts (B.A.), Magna Cum Laude with Interdisciplinary Honors, Historic Preservation and Conservation
David Greenberg David Greenberg's JPMorgan Experience 2000 - 2003
Job Managing Director at NineAlpha Capital
Industry Investment Management
Experience
9Alpha Capital July 2015 - Present
C-Suite Associates LLC February 2014 - July 2015
Pacific Global Advisors LLC 2011 - January 2014
Deutsche Bank 2003 - 2011
JPMorgan 2000 - 2003
Credit Lyonnais Securities 1996 - 2000
Barclays Bank 1992 - 1996
Anderson Consulting 1988 - 1990
Skills
Fixed Income, Derivatives, Structured Products, Credit Derivatives, Structured Finance, Swaps, Bonds, Securities, Currency, Leveraged Finance, Hedge Funds, Finance, Capital Markets, Rates, Equities, Investment Banking, Portfolio Management, Private Equity, Bloomberg, Interest Rate..., Equity Derivatives, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, FINRA, Investment Advisory, Hedging, Asset Management, Trading, Emerging Markets
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Virginia 1984 — 1988
BS, Systems Engineering
9Alpha Capital July 2015 - Present
C-Suite Associates LLC February 2014 - July 2015
Pacific Global Advisors LLC 2011 - January 2014
Deutsche Bank 2003 - 2011
JPMorgan 2000 - 2003
Credit Lyonnais Securities 1996 - 2000
Barclays Bank 1992 - 1996
Anderson Consulting 1988 - 1990
Skills
Fixed Income, Derivatives, Structured Products, Credit Derivatives, Structured Finance, Swaps, Bonds, Securities, Currency, Leveraged Finance, Hedge Funds, Finance, Capital Markets, Rates, Equities, Investment Banking, Portfolio Management, Private Equity, Bloomberg, Interest Rate..., Equity Derivatives, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, FINRA, Investment Advisory, Hedging, Asset Management, Trading, Emerging Markets
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Virginia 1984 — 1988
BS, Systems Engineering
Mindy Coppo's JPMorgan Experience January 2012 - May 2013
Job Project Manager at Smart Sparrow
Industry E-Learning
Experience
Smart Sparrow July 2015 - Present
The Photography of Mindy Coppo 2013 - Present
Jeffers Design Group July 2014 - June 2015
SEPHORA August 2013 - October 2013
JPMorgan January 2012 - May 2013
City Center Realty Partners, LLC May 2010 - January 2012
Skills
Photography, Event Planning, Administrative..., Event Management, Social Media Marketing, Real Estate, Adobe Creative Suite, Illustrator, Microsoft Office, Photoshop, Google Docs, Marketing Support, Facebook, Blogging, Microsoft Excel, Public Relations, Writing, Research, Data Management, Scheduling, Presentation Preparation, PowerPoint, Excel, Word, Travel Planning, Project Management, Financial Reporting, Marketing, Social Networking, Outlook, WordPress, Social Media, CRM, Adobe Design Programs, Budgeting
Education
Colorado State University 2002 — 2007
Bachelor of Science, Restaurant & Resort Management
Colorado State University 2002 — 2007
Bachelor of Arts, Languages, Literatures, & Cultures - French
Smart Sparrow July 2015 - Present
The Photography of Mindy Coppo 2013 - Present
Jeffers Design Group July 2014 - June 2015
SEPHORA August 2013 - October 2013
JPMorgan January 2012 - May 2013
City Center Realty Partners, LLC May 2010 - January 2012
Skills
Photography, Event Planning, Administrative..., Event Management, Social Media Marketing, Real Estate, Adobe Creative Suite, Illustrator, Microsoft Office, Photoshop, Google Docs, Marketing Support, Facebook, Blogging, Microsoft Excel, Public Relations, Writing, Research, Data Management, Scheduling, Presentation Preparation, PowerPoint, Excel, Word, Travel Planning, Project Management, Financial Reporting, Marketing, Social Networking, Outlook, WordPress, Social Media, CRM, Adobe Design Programs, Budgeting
Education
Colorado State University 2002 — 2007
Bachelor of Science, Restaurant & Resort Management
Colorado State University 2002 — 2007
Bachelor of Arts, Languages, Literatures, & Cultures - French
Blake Aber Blake Aber's JPMorgan Experience September 2007 - August 2009
Job Director of Analytics Automation
Industry Marketing and Advertising
Experience
GroupM July 2015 - Present
Dstillery July 2014 - July 2015
American Express August 2013 - July 2014
American Express June 2010 - July 2013
JPMorgan September 2007 - August 2009
Standard & Poor's July 2005 - August 2007
Skills
Analytics, Management Consulting, Risk Management, Strategic Planning, Data Mining, Machine Learning, Financial Modeling, Predictive Modeling, Python, Entrepreneurship, Digital Marketing, Hive, SQL, Marketing Strategy
Education
New York University 2012 — 2015
Master of Science (M.S.), Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
Bachelor of Science (B.S.), Applied Physics
GroupM July 2015 - Present
Dstillery July 2014 - July 2015
American Express August 2013 - July 2014
American Express June 2010 - July 2013
JPMorgan September 2007 - August 2009
Standard & Poor's July 2005 - August 2007
Skills
Analytics, Management Consulting, Risk Management, Strategic Planning, Data Mining, Machine Learning, Financial Modeling, Predictive Modeling, Python, Entrepreneurship, Digital Marketing, Hive, SQL, Marketing Strategy
Education
New York University 2012 — 2015
Master of Science (M.S.), Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
Bachelor of Science (B.S.), Applied Physics
Erin Robert Erin Robert's JPMorgan Experience January 2011 - January 2014
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan December 2007 - January 2011
JPMorgan July 2006 - November 2007
The White House January 2005 - May 2005
Education
College of the Holy Cross 2002 — 2006
BA, Magna Cum Laude, Political Science; Economics
Loomis Chaffee 1998 — 2002
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan December 2007 - January 2011
JPMorgan July 2006 - November 2007
The White House January 2005 - May 2005
Education
College of the Holy Cross 2002 — 2006
BA, Magna Cum Laude, Political Science; Economics
Loomis Chaffee 1998 — 2002
Andy McEnroe's JPMorgan Experience June 2007 - September 2007
Job Vice President at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
First Team Broadcasting September 2008 - August 2015
BB&T Capital Markets July 2008 - June 2015
91.5 FM WLUR September 2005 - June 2008
JPMorgan June 2007 - September 2007
Office of Congressman Michael N. Castle May 2006 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Corporate Finance, Investment Banking, Broadcast Journalism, Radio Broadcasting, M&A experience, Microsoft Excel, Business Strategy, Investments, Series 7, Capital Markets, Mergers, Equities, Equity Valuation, Divestitures, Acquisitions, Financial Analysis, Private Equity, Finance, Portfolio Management, Venture Capital, Management, DCF, Banking, Entrepreneurship, IPO, Equity Research, Economics, Asset Management, Business Valuation, Excel, Web Broadcasting, Live Broadcast, Corporate Development, LBO, Bloomberg, Capital Raising
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Washington and Lee University 2004 — 2008
BA, Economics & Politics
Wilmington Friends School 1990 — 2004
High School Diploma
Raymond James Financial, Inc. June 2015 - Present
First Team Broadcasting September 2008 - August 2015
BB&T Capital Markets July 2008 - June 2015
91.5 FM WLUR September 2005 - June 2008
JPMorgan June 2007 - September 2007
Office of Congressman Michael N. Castle May 2006 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Corporate Finance, Investment Banking, Broadcast Journalism, Radio Broadcasting, M&A experience, Microsoft Excel, Business Strategy, Investments, Series 7, Capital Markets, Mergers, Equities, Equity Valuation, Divestitures, Acquisitions, Financial Analysis, Private Equity, Finance, Portfolio Management, Venture Capital, Management, DCF, Banking, Entrepreneurship, IPO, Equity Research, Economics, Asset Management, Business Valuation, Excel, Web Broadcasting, Live Broadcast, Corporate Development, LBO, Bloomberg, Capital Raising
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Washington and Lee University 2004 — 2008
BA, Economics & Politics
Wilmington Friends School 1990 — 2004
High School Diploma
Euriah Bennett Euriah Bennett's JPMorgan Experience 2004 - 2007
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Mark Chilewitz's JPMorgan Experience January 1993 - September 1999
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase December 2007 - Present
JPMorgan Chase December 2004 - January 2007
JPMorgan Chase September 1999 - December 2004
JPMorgan January 1993 - September 1999
Education
Rutgers Business School 2010 — 2016
Master of Business Administration (M.B.A.), Analytics and Information Management
Hunter College 1984 — 1988
Bachelor of Arts (B.A.), Economics
JPMorgan Chase December 2007 - Present
JPMorgan Chase December 2004 - January 2007
JPMorgan Chase September 1999 - December 2004
JPMorgan January 1993 - September 1999
Education
Rutgers Business School 2010 — 2016
Master of Business Administration (M.B.A.), Analytics and Information Management
Hunter College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Julie Castignetti Julie Castignetti's JPMorgan Experience August 2008 - Present
Job Prime Brokerage, Capital Introduction, Executive Director, JPMorgan
Industry Financial Services
Experience
JPMorgan August 2008 - Present
Bear Stearns October 2006 - August 2008
Bear Stearns May 2005 - October 2006
Skills
Hedge Funds, Alternative Investments, Prime Brokerage, Fixed Income, Capital, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Fordham University 2001 — 2005
JPMorgan August 2008 - Present
Bear Stearns October 2006 - August 2008
Bear Stearns May 2005 - October 2006
Skills
Hedge Funds, Alternative Investments, Prime Brokerage, Fixed Income, Capital, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Fordham University 2001 — 2005
Lori DeBolt Lori DeBolt's JPMorgan Experience March 1989 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan March 1989 - Present
Education
University of Wisconsin-Stout 2012 — 2013
Certificate in Instructional Design
College for Financial Planning 2010 — 2010
CRPC, Retirement Planning
Kansas State University 2005 — 2008
Master of Science, Family Financial Planning
DePaul University 2001 — 2004
B.A., Business Management with a focus in Financial Planning
JPMorgan March 1989 - Present
Education
University of Wisconsin-Stout 2012 — 2013
Certificate in Instructional Design
College for Financial Planning 2010 — 2010
CRPC, Retirement Planning
Kansas State University 2005 — 2008
Master of Science, Family Financial Planning
DePaul University 2001 — 2004
B.A., Business Management with a focus in Financial Planning
Stephanie Anderson Stephanie Anderson's JPMorgan Experience September 2008 - January 2009
Job Bamboopink Independent Sales Consultant
Industry Real Estate
Experience
Bamboopink by JudeFrances 2011 - 2012
Mortgage Outreach May 2009 - November 2011
Olive Crest January 2009 - May 2009
JPMorgan September 2008 - January 2009
Chase Home Finance May 2003 - January 2008
Skills
Mortgage Lending, Customer Service, Loans, Loss Mitigation, Call Centers, Foreclosures
Education
Ashford University 2012 — 2013
Master's degree, Organizational Leadership
Ashford University 2008 — 2010
BA, Business Administration
Cerritos College 2000 — 2004
Associates Degree, General Studies
Mount San Antonio
n/a, Real Estate Finance and Real Estate Principles
Bamboopink by JudeFrances 2011 - 2012
Mortgage Outreach May 2009 - November 2011
Olive Crest January 2009 - May 2009
JPMorgan September 2008 - January 2009
Chase Home Finance May 2003 - January 2008
Skills
Mortgage Lending, Customer Service, Loans, Loss Mitigation, Call Centers, Foreclosures
Education
Ashford University 2012 — 2013
Master's degree, Organizational Leadership
Ashford University 2008 — 2010
BA, Business Administration
Cerritos College 2000 — 2004
Associates Degree, General Studies
Mount San Antonio
n/a, Real Estate Finance and Real Estate Principles
Martin Andersons's JPMorgan Experience 1997 - 2002
Job Sr. Manager at AssetMark
Industry Internet
Experience
AssetMark January 2014 - Present
Friends of The University of Latvia February 2011 - Present
StartupLatvia May 2013 - Present
LinkedIn October 2012 - February 2013
GE Capital Corp July 2006 - August 2011
Merry Point Development Co. of Virginia December 2002 - May 2004
JPMorgan Chase & Co. July 1997 - December 2002
JPMorgan 1997 - 2002
Education
Columbia University - Columbia Business School
MBA
Northwestern University
BA
Polytechnic School
AssetMark January 2014 - Present
Friends of The University of Latvia February 2011 - Present
StartupLatvia May 2013 - Present
LinkedIn October 2012 - February 2013
GE Capital Corp July 2006 - August 2011
Merry Point Development Co. of Virginia December 2002 - May 2004
JPMorgan Chase & Co. July 1997 - December 2002
JPMorgan 1997 - 2002
Education
Columbia University - Columbia Business School
MBA
Northwestern University
BA
Polytechnic School
Mark Bennett Mark Bennett's JPMorgan Experience October 2009 - January 2010
Job Vice President, MTN & Structured Note Trading at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank October 2014 - Present
Deutsche Bank May 2012 - June 2013
Barclays Capital October 2010 - May 2012
JPMorgan October 2009 - January 2010
ABN AMRO August 2006 - August 2008
Skills
Structured Products, Structured Notes, Retail, Interest Rate..., FX Derivatives, Exotic Derivatives, Structured Finance, Financial Markets, FX Options, Equities, Equity Derivatives, Trading
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
MFE, Financial Engineering
Columbia Engineering 2008 — 2008
University of Nottingham 2003 — 2006
B.Sc, Economics and Econometrics
Barclays Investment Bank October 2014 - Present
Deutsche Bank May 2012 - June 2013
Barclays Capital October 2010 - May 2012
JPMorgan October 2009 - January 2010
ABN AMRO August 2006 - August 2008
Skills
Structured Products, Structured Notes, Retail, Interest Rate..., FX Derivatives, Exotic Derivatives, Structured Finance, Financial Markets, FX Options, Equities, Equity Derivatives, Trading
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
MFE, Financial Engineering
Columbia Engineering 2008 — 2008
University of Nottingham 2003 — 2006
B.Sc, Economics and Econometrics
Daniel Spinner, CAIA Daniel Spinner, CAIA's JPMorgan Experience 1996 - 2003
Job Portfolio Manager at Eagle Point Credit Management
Industry Investment Management
Experience
Eagle Point Credit Management February 2013 - Present
1199SEIU National Benefit & Pension Funds June 2009 - February 2013
Bear Stearns 2007 - 2008
Structured Capital Partners 2003 - 2006
JPMorgan 1996 - 2003
Skills
Private Equity, Asset Management, Investments, Investment Banking, Venture Capital, Real Estate, Credit
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Gettysburg College 1992 — 1996
BA, Business Management
Eagle Point Credit Management February 2013 - Present
1199SEIU National Benefit & Pension Funds June 2009 - February 2013
Bear Stearns 2007 - 2008
Structured Capital Partners 2003 - 2006
JPMorgan 1996 - 2003
Skills
Private Equity, Asset Management, Investments, Investment Banking, Venture Capital, Real Estate, Credit
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Gettysburg College 1992 — 1996
BA, Business Management
Mary Ann (Spangler) Sisco Mary Ann (Spangler) Sisco's JPMorgan Experience 2002 - 2009
Job Senior Vice President at The Northern Trust
Industry Financial Services
Experience
The Northern Trust 2009 - Present
JPMorgan 2002 - 2009
Wildman Harrold 2000 - 2002
Levin & Schreder, Ltd. 1997 - 2000
Chuhak & Tecson, P.C. 1993 - 1997
Skills
Tax, Banking, Estate Planning, Wealth Transfer, Financial Planning, Trusts, Succession Planning, Wealth Management, Probate, Client Experience Design, Training Delivery, Public Speaking, Sales effectiveness..., Strategic Planning, Salesforce Training, Project Management, Product Management..., Wealth, Strategic Financial..., Strategy, Portfolio Management, Asset Allocation, Training, Financial Services, Hedge Funds, Alternative Investments, Series 7, Financial Advisory, Relationship Management, Leadership, Equities, Investments, Mergers & Acquisitions, Investment Advisory, Asset Management, Mutual Funds, Investment Management, Securities, Private Banking, Investment Strategies
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
Juris doctor
University of Toledo 1987 — 1991
BBA, marketing and finance
The Northern Trust 2009 - Present
JPMorgan 2002 - 2009
Wildman Harrold 2000 - 2002
Levin & Schreder, Ltd. 1997 - 2000
Chuhak & Tecson, P.C. 1993 - 1997
Skills
Tax, Banking, Estate Planning, Wealth Transfer, Financial Planning, Trusts, Succession Planning, Wealth Management, Probate, Client Experience Design, Training Delivery, Public Speaking, Sales effectiveness..., Strategic Planning, Salesforce Training, Project Management, Product Management..., Wealth, Strategic Financial..., Strategy, Portfolio Management, Asset Allocation, Training, Financial Services, Hedge Funds, Alternative Investments, Series 7, Financial Advisory, Relationship Management, Leadership, Equities, Investments, Mergers & Acquisitions, Investment Advisory, Asset Management, Mutual Funds, Investment Management, Securities, Private Banking, Investment Strategies
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
Juris doctor
University of Toledo 1987 — 1991
BBA, marketing and finance
Christopher Dorsett's JPMorgan Experience 2000 - 2009
Job Director at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities 2009 - Present
JPMorgan 2000 - 2009
Skills
Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Executive Program, Finance
Rutgers University-New Brunswick 1993 — 1998
Deutsche Bank Securities 2009 - Present
JPMorgan 2000 - 2009
Skills
Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Executive Program, Finance
Rutgers University-New Brunswick 1993 — 1998
Kelly Chesney's JPMorgan Experience November 2004 - May 2006
Job Member at Chicago Finance Exchange
Industry Investment Management
Experience
Gift of Adoption 2009 - Present
Chicago Finance Exchange January 2007 - Present
Pluscios Management June 2006 - Present
JPMorgan November 2004 - May 2006
HSBC 2003 - 2004
PwC Consulting/IBM July 2000 - October 2003
First Chicago 1995 - 2000
Mayer Brown 1992 - 1995
Skadden Arps 1990 - 1992
Skills
Capital Markets, Hedge Funds, Strategic Planning, Alternative Investments, Investments, Portfolio Management, Project Management, Financial Analysis, Derivatives, Strategy, Investor Relations, Financial Services, Finance, Due Diligence, Management Consulting, Structured Finance, Investment Management, Analysis, Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA)
Chicago-Kent College of Law, Illinois Institute of Technology 1987 — 1990
JD
Northern Illinois University 1980 — 1982
BA
Lane Technical High School 1973 — 1977
Gift of Adoption 2009 - Present
Chicago Finance Exchange January 2007 - Present
Pluscios Management June 2006 - Present
JPMorgan November 2004 - May 2006
HSBC 2003 - 2004
PwC Consulting/IBM July 2000 - October 2003
First Chicago 1995 - 2000
Mayer Brown 1992 - 1995
Skadden Arps 1990 - 1992
Skills
Capital Markets, Hedge Funds, Strategic Planning, Alternative Investments, Investments, Portfolio Management, Project Management, Financial Analysis, Derivatives, Strategy, Investor Relations, Financial Services, Finance, Due Diligence, Management Consulting, Structured Finance, Investment Management, Analysis, Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA)
Chicago-Kent College of Law, Illinois Institute of Technology 1987 — 1990
JD
Northern Illinois University 1980 — 1982
BA
Lane Technical High School 1973 — 1977
Michael Cuesta's JPMorgan Experience September 2006 - May 2015
Job Technical Operation Technician
Industry Information Technology and Services
Experience
JPMorgan September 2006 - May 2015
Mahoney Cohen December 2002 - September 2006
Sloan Staffing 1998 - 2001
Education
Gibbs 1999 — 2001
CNO
City University of New York-John Jay College of Criminal Justice 1993 — 1994
JPMorgan September 2006 - May 2015
Mahoney Cohen December 2002 - September 2006
Sloan Staffing 1998 - 2001
Education
Gibbs 1999 — 2001
CNO
City University of New York-John Jay College of Criminal Justice 1993 — 1994
Rachel Steinman's JPMorgan Experience 1990 - 2006
Job SVP at AllianceBernstein
Industry Information Technology and Services
Experience
Alliance Bernstein April 2015 - Present
AllianceBernstein June 2007 - Present
JPMorgan Chase March 1990 - June 2007
JPM Chase 1990 - 2007
JPMorgan 1990 - 2006
Education
City University of New York-Brooklyn College
Alliance Bernstein April 2015 - Present
AllianceBernstein June 2007 - Present
JPMorgan Chase March 1990 - June 2007
JPM Chase 1990 - 2007
JPMorgan 1990 - 2006
Education
City University of New York-Brooklyn College
Jen Zhang's JPMorgan Experience July 2006 - September 2007
Job MBA '12, Columbia Business School
Industry Investment Banking
Experience
Citi August 2012 - Present
JPMorgan Chase September 2007 - August 2010
JPMorgan July 2006 - September 2007
Skills
Investment Banking, Management, Financial Modeling, Requirements Gathering, Valuation, Corporate Finance, Financial Analysis, Business Analysis, Project Management, Risk Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Stony Brook University 2001 — 2006
BS, Computer Science & Applied Maths
Waseda University 2003 — 2004
Citi August 2012 - Present
JPMorgan Chase September 2007 - August 2010
JPMorgan July 2006 - September 2007
Skills
Investment Banking, Management, Financial Modeling, Requirements Gathering, Valuation, Corporate Finance, Financial Analysis, Business Analysis, Project Management, Risk Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Stony Brook University 2001 — 2006
BS, Computer Science & Applied Maths
Waseda University 2003 — 2004
Daniel Kohn's JPMorgan Experience 1999 - 2005
Job Chambertin Capital LLC
Industry Financial Services
Experience
Chambertin Capital January 2011 - Present
ARIF Partners 2009 - Present
Morgan Stanley November 2007 - March 2009
Washington Mutual January 2007 - November 2007
General Motors 2006 - 2007
JPMorgan 1999 - 2005
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Derivatives, Investments, Trading, Valuation, Asset Management, Financial Modeling, Options, Risk Management, Securities, Financial Risk, Performance Attribution, Quantitative Analysis, Attribution, Investment Strategies, Quantitative Analytics, Finance, Asset Allocation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Research, Wealth Management, Qualitative Research, Credit Analysis, Structured Products, Quantitative Finance, Economics, Credit, Investment Management, Emerging Markets, Trading Strategies, Market Risk, Trading Systems, Due Diligence, Portfolio Optimization, Risk, Credit Risk, Swaps, VAR, Commodities, Private Equity, FX, Bonds, Physical Chemistry, Investment Strategy
Education
University of Maryland College Park 1997 — 1999
M.S.
Colgate University 1992 — 1996
B.A.
Columbia University in the City of New York
Chambertin Capital January 2011 - Present
ARIF Partners 2009 - Present
Morgan Stanley November 2007 - March 2009
Washington Mutual January 2007 - November 2007
General Motors 2006 - 2007
JPMorgan 1999 - 2005
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Derivatives, Investments, Trading, Valuation, Asset Management, Financial Modeling, Options, Risk Management, Securities, Financial Risk, Performance Attribution, Quantitative Analysis, Attribution, Investment Strategies, Quantitative Analytics, Finance, Asset Allocation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Research, Wealth Management, Qualitative Research, Credit Analysis, Structured Products, Quantitative Finance, Economics, Credit, Investment Management, Emerging Markets, Trading Strategies, Market Risk, Trading Systems, Due Diligence, Portfolio Optimization, Risk, Credit Risk, Swaps, VAR, Commodities, Private Equity, FX, Bonds, Physical Chemistry, Investment Strategy
Education
University of Maryland College Park 1997 — 1999
M.S.
Colgate University 1992 — 1996
B.A.
Columbia University in the City of New York
Ethan Rudin's JPMorgan Experience March 2004 - March 2006
Job Vice President at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. March 2006 - Present
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Accounting
Tufts University 1992 — 1996
Citigroup Global Markets Inc. March 2006 - Present
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Accounting
Tufts University 1992 — 1996
Jun Song's JPMorgan Experience 2004 - 2004
Job Managing Director at Capstone
Industry Financial Services
Experience
Capstone Advisory Group August 2007 - Present
Mesirow Financal 2005 - 2007
JPMorgan 2004 - 2004
Korea Exchange Bank October 1994 - December 1998
Skills
Restructuring, M&A, Leveraged Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Colgate University 1990 — 1994
Dual BA, Economics and Political Science
Gilman School 1986 — 1990
Pine Grove 1980 — 1986
Capstone Advisory Group August 2007 - Present
Mesirow Financal 2005 - 2007
JPMorgan 2004 - 2004
Korea Exchange Bank October 1994 - December 1998
Skills
Restructuring, M&A, Leveraged Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Colgate University 1990 — 1994
Dual BA, Economics and Political Science
Gilman School 1986 — 1990
Pine Grove 1980 — 1986
Julie Jarach, MBA, PMP®'s JPMorgan Experience August 2010 - Present
Job VP Wholesale Loan Operations Integration Management JPMorgan
Industry Financial Services
Experience
JPMorgan August 2010 - Present
Motorola Mobile Devices 2006 - 2010
Motorola August 2004 - November 2006
Motorola September 1989 - August 2004
Skills
Six Sigma, Program Management, PMP, Process Improvement, Cross-functional Team..., Vendor Management, PMO, Product Management, Resource Management, Project Portfolio..., Software Project..., Product Lifecycle..., Business Process..., SDLC, Product Development, Manufacturing, Telecommunications
Education
Lake Forest Graduate School of Management 2005 — 2008
MBA
Columbia College 1999 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
JPMorgan August 2010 - Present
Motorola Mobile Devices 2006 - 2010
Motorola August 2004 - November 2006
Motorola September 1989 - August 2004
Skills
Six Sigma, Program Management, PMP, Process Improvement, Cross-functional Team..., Vendor Management, PMO, Product Management, Resource Management, Project Portfolio..., Software Project..., Product Lifecycle..., Business Process..., SDLC, Product Development, Manufacturing, Telecommunications
Education
Lake Forest Graduate School of Management 2005 — 2008
MBA
Columbia College 1999 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Daisy Zhu's JPMorgan Experience 2007 - Present
Job VP at JPM
Industry Banking
Experience
JP Morgan Chase September 2007 - Present
JPMorgan 2007 - Present
CS 2005 - 2007
Education
City University of New York City College
JP Morgan Chase September 2007 - Present
JPMorgan 2007 - Present
CS 2005 - 2007
Education
City University of New York City College
Keith Schoepke, CFP® CTFA's JPMorgan Experience June 2007 - November 2008
Job President at Wynstone Investment Advisors, LLC
Industry Investment Management
Experience
Wynstone Investment Advisors, LLC April 2012 - Present
Optimum Investment Advisors February 2009 - November 2011
JPMorgan June 2007 - November 2008
LaSalle Bank / ABN AMRO 2000 - 2007
LaSalle Bank 1999 - 2007
Harris Bank April 1996 - June 2000
American Express Financial Advisors August 1988 - April 1996
Skills
Tactical Asset..., Wealth Management, Private Wealth..., Portfolio Management, Retirement Planning, Financial Planning, Fixed Income, New Business Development, Relationship Development, Asset Allocation, High Net Worth..., Alternative Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory
Education
College for Financial Planning 1990 — 1993
CFP
Northern Illinois University 1984 — 1988
BA Finance, Finance, Computer Science
Woodstock 1979 — 1983
High School
Wynstone Investment Advisors, LLC April 2012 - Present
Optimum Investment Advisors February 2009 - November 2011
JPMorgan June 2007 - November 2008
LaSalle Bank / ABN AMRO 2000 - 2007
LaSalle Bank 1999 - 2007
Harris Bank April 1996 - June 2000
American Express Financial Advisors August 1988 - April 1996
Skills
Tactical Asset..., Wealth Management, Private Wealth..., Portfolio Management, Retirement Planning, Financial Planning, Fixed Income, New Business Development, Relationship Development, Asset Allocation, High Net Worth..., Alternative Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory
Education
College for Financial Planning 1990 — 1993
CFP
Northern Illinois University 1984 — 1988
BA Finance, Finance, Computer Science
Woodstock 1979 — 1983
High School
Jeffrey Burbank's JPMorgan Experience April 2010 - February 2012
Job Senior Consultant at Archstone Consulting
Industry Management Consulting
Experience
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Rakesh Nigam's JPMorgan Experience July 2000 - September 2005
Job Partner, Crossbridge and Founder @moviequapp
Industry Financial Services
Experience
Crossbridge Consulting Americas February 2014 - Present
MOVIEQU October 2012 - Present
Barclays Capital June 2012 - February 2014
Barclays 2011 - July 2012
Barclays Capital January 2010 - February 2012
Barclays Capital September 2005 - February 2010
JPMorgan July 2000 - September 2005
Salomon Brothers June 1997 - June 2000
Long Term Credit Bank of Japan June 1995 - June 1997
Nomura Research Institute April 1990 - June 1995
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Communication, Communication Skills, Compliance, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Change Management, Analysis, Electronic Trading, Enterprise Architecture, Financial Services, Fixed Income, IT Strategy, Integration, Leadership, Investment Banking, Marketing, Mobile Applications, Management, Outsourcing, PMO, Portfolio Management, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Stakeholder Management, Strategy, Team Leadership, Trading Systems, Vendor Management, Start-ups, Strategic Planning
Education
City University London 1984 — 1987
Bachelor's Degree, Computer Engineering, 2(i) and Jarrogate Prize
Crossbridge Consulting Americas February 2014 - Present
MOVIEQU October 2012 - Present
Barclays Capital June 2012 - February 2014
Barclays 2011 - July 2012
Barclays Capital January 2010 - February 2012
Barclays Capital September 2005 - February 2010
JPMorgan July 2000 - September 2005
Salomon Brothers June 1997 - June 2000
Long Term Credit Bank of Japan June 1995 - June 1997
Nomura Research Institute April 1990 - June 1995
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Communication, Communication Skills, Compliance, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Change Management, Analysis, Electronic Trading, Enterprise Architecture, Financial Services, Fixed Income, IT Strategy, Integration, Leadership, Investment Banking, Marketing, Mobile Applications, Management, Outsourcing, PMO, Portfolio Management, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Stakeholder Management, Strategy, Team Leadership, Trading Systems, Vendor Management, Start-ups, Strategic Planning
Education
City University London 1984 — 1987
Bachelor's Degree, Computer Engineering, 2(i) and Jarrogate Prize
John Kearns, PMP, CAMS's JPMorgan Experience September 2006 - November 2012
Job Project Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2013 - Present
JPMorgan Chase December 2012 - October 2013
JPMorgan September 2006 - November 2012
HSBC 2005 - 2006
Deutsche Bank December 2004 - August 2005
JPMorgan Chase October 2000 - December 2004
Barclays Bank October 1994 - October 2000
Lloyds TSB August 1988 - October 1994
Skills
Cash Management, Treasury Services, Financial Institutions, Banking, AML, Relationship Management, ACH, Correspondent Banking, Risk Management, Treasury Management, Commercial Banking, Financial Services, Payments
Education
City University of New York City College
BA, Asian Studies
City University of New York Graduate Center
MA, American History
Manhattan College
MBA, International Business
J.P. Morgan October 2013 - Present
JPMorgan Chase December 2012 - October 2013
JPMorgan September 2006 - November 2012
HSBC 2005 - 2006
Deutsche Bank December 2004 - August 2005
JPMorgan Chase October 2000 - December 2004
Barclays Bank October 1994 - October 2000
Lloyds TSB August 1988 - October 1994
Skills
Cash Management, Treasury Services, Financial Institutions, Banking, AML, Relationship Management, ACH, Correspondent Banking, Risk Management, Treasury Management, Commercial Banking, Financial Services, Payments
Education
City University of New York City College
BA, Asian Studies
City University of New York Graduate Center
MA, American History
Manhattan College
MBA, International Business
Ryan Donohue's JPMorgan Experience January 2008 - June 2011
Job Manager, Digital Marketing & Analytics at TruGreen
Industry Consumer Services
Experience
TruGreen February 2014 - Present
ServiceMaster July 2011 - February 2014
JPMorgan January 2008 - June 2011
Applied Card Systems June 2007 - January 2008
NYS Office of the State Comptroller May 2006 - August 2006
New York State Department of Motor Vehicles May 2005 - February 2006
Sears, Roebuck and Co. 2004 - 2005
Skills
Business Intelligence, Cognos, QlikView, Microsoft Office, Visio, Visual Basic, SQL, Financial Reporting, Access, Business Process, Analytics, Management, Equities, Analysis, Budgets, Finance
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2006 — 2007
B.S., Finance
Rensselaer Polytechnic Institute 2004 — 2005
Information Technology
TruGreen February 2014 - Present
ServiceMaster July 2011 - February 2014
JPMorgan January 2008 - June 2011
Applied Card Systems June 2007 - January 2008
NYS Office of the State Comptroller May 2006 - August 2006
New York State Department of Motor Vehicles May 2005 - February 2006
Sears, Roebuck and Co. 2004 - 2005
Skills
Business Intelligence, Cognos, QlikView, Microsoft Office, Visio, Visual Basic, SQL, Financial Reporting, Access, Business Process, Analytics, Management, Equities, Analysis, Budgets, Finance
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2006 — 2007
B.S., Finance
Rensselaer Polytechnic Institute 2004 — 2005
Information Technology
Suzanne Seery's JPMorgan Experience December 1993 - December 2009
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan Chase 1993 - Present
JPMorgan December 1993 - December 2009
JP Morgan 1993 - 2007
Skills
Risk Management, Project Management, Program Management, Change Management, Business Analysis, Business Strategy, Microsoft Excel, Team Building, Derivatives, Budgets, Microsoft Office, Vendor Management, Forecasting, SQL, Strategic Planning
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
JPMorgan Chase 1993 - Present
JPMorgan December 1993 - December 2009
JP Morgan 1993 - 2007
Skills
Risk Management, Project Management, Program Management, Change Management, Business Analysis, Business Strategy, Microsoft Excel, Team Building, Derivatives, Budgets, Microsoft Office, Vendor Management, Forecasting, SQL, Strategic Planning
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Samuel Rabenstein's JPMorgan Experience 1984 - 1987
Job Senior Business Analyst at Royal Bank of Canada
Industry Financial Services
Experience
RBC Capital Markets December 2014 - Present
Royal Bank of Canada November 2006 - December 2014
Mizuho Securities December 1995 - October 2006
S.G. Warburg/Swiss Bank/UBS 1987 - 1997
UBS Warburg 1987 - 1995
JPMorgan 1984 - 1987
Skills
Technical Support, Derivatives, Fixed Income, Business Analysis, Bloomberg, Trading Systems, Financial Services, Capital Markets, Back Office, Equities, Sybase, Equity Derivatives, Electronic Trading, Requirements Analysis, Middle Office, Investment Banking, Credit Derivatives, Hedge Funds, User Acceptance Testing, Market Risk, SDLC
Education
City University of New York-Brooklyn College 1980 — 1982
Master of Science, Computer Science
City University of New York-Brooklyn College 1974 — 1978
Bachelor of Arts, Accounting
Joel Braverman 1970 — 1974
HS, General
RBC Capital Markets December 2014 - Present
Royal Bank of Canada November 2006 - December 2014
Mizuho Securities December 1995 - October 2006
S.G. Warburg/Swiss Bank/UBS 1987 - 1997
UBS Warburg 1987 - 1995
JPMorgan 1984 - 1987
Skills
Technical Support, Derivatives, Fixed Income, Business Analysis, Bloomberg, Trading Systems, Financial Services, Capital Markets, Back Office, Equities, Sybase, Equity Derivatives, Electronic Trading, Requirements Analysis, Middle Office, Investment Banking, Credit Derivatives, Hedge Funds, User Acceptance Testing, Market Risk, SDLC
Education
City University of New York-Brooklyn College 1980 — 1982
Master of Science, Computer Science
City University of New York-Brooklyn College 1974 — 1978
Bachelor of Arts, Accounting
Joel Braverman 1970 — 1974
HS, General
Ann Marie Pucciarelli's JPMorgan Experience November 2010 - November 2010
Job VP at JPMorgan
Industry Banking
Experience
JP Morgan Chase 1995 - Present
JPMorgan November 2010 - November 2010
Skills
Global Custody, Securities
Education
City University of New York-College of Staten Island 1968 — 1969
JP Morgan Chase 1995 - Present
JPMorgan November 2010 - November 2010
Skills
Global Custody, Securities
Education
City University of New York-College of Staten Island 1968 — 1969
Jim Swiatkowski's JPMorgan Experience May 2007 - July 2008
Job Senior Product Associate Alternative Investments MultiFonds
Industry Financial Services
Experience
Multifonds January 2013 - Present
Multifonds January 2011 - January 2013
Multifonds July 2008 - January 2011
JPMorgan May 2007 - July 2008
J.P. Morgan May 2006 - May 2007
Skills
Alternative Investments, Portfolio Management, Accounting, Private Equity, Investments, Mutual Funds, Product Development, Hedge Funds, Equities, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Securities, Fund Accounting, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Economics
Boston College High School 1997 — 2001
Multifonds January 2013 - Present
Multifonds January 2011 - January 2013
Multifonds July 2008 - January 2011
JPMorgan May 2007 - July 2008
J.P. Morgan May 2006 - May 2007
Skills
Alternative Investments, Portfolio Management, Accounting, Private Equity, Investments, Mutual Funds, Product Development, Hedge Funds, Equities, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Securities, Fund Accounting, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Economics
Boston College High School 1997 — 2001
Seth Danylenko's JPMorgan Experience January 2008 - Present
Job Software Developer at JPMorgan
Industry Investment Banking
Experience
JPMorgan January 2008 - Present
American Council of Learned Societies October 2004 - December 2007
Education
Pace University 2006 — 2007
MS, Computer Science
City University of New York-Hunter College 2002 — 2006
BA, Computer Science
JPMorgan January 2008 - Present
American Council of Learned Societies October 2004 - December 2007
Education
Pace University 2006 — 2007
MS, Computer Science
City University of New York-Hunter College 2002 — 2006
BA, Computer Science
Kofi Domfeh's JPMorgan Experience July 2006 - December 2007
Job Investment Professional
Industry Investment Management
Experience
Spencer Capital June 2013 - November 2014
Abraaj Capital June 2012 - August 2012
Conway, Del Genio, Gries & Co., LLC January 2008 - April 2011
JPMorgan July 2006 - December 2007
Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equities, Financial Analysis, Strategy, Fixed Income, Corporate Finance, Bloomberg, Due Diligence, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Pomona College
Economics
Spencer Capital June 2013 - November 2014
Abraaj Capital June 2012 - August 2012
Conway, Del Genio, Gries & Co., LLC January 2008 - April 2011
JPMorgan July 2006 - December 2007
Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equities, Financial Analysis, Strategy, Fixed Income, Corporate Finance, Bloomberg, Due Diligence, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Pomona College
Economics
Arnold Kawano's JPMorgan Experience 1987 - 1991
Job Wine Merchant, Mediator, Attorney, Insurance Agency Executive
Industry Wine and Spirits
Experience
AK's World of Wines LLC July 2002 - Present
Harold L. Lee & Sons, Inc. Insurance Services January 1999 - Present
Arnold Kawano 1978 - Present
ORIX USA Corporation April 1993 - December 1998
Inouye & Ogden 1992 - 1993
JPMorgan 1987 - 1991
Law Office of Arnold H. Kawano 1984 - 1986
Sumitomo Corporation of America 1981 - 1984
Weil, Gotshal & Manges 1980 - 1981
Reid & Priest 1977 - 1980
Skills
Mediation, Law, Corporate Law, Commerical Law, Investment Banking, Wine, Wine Education, Wine Marketing, Viticulture, Legal Writing, Management, Dispute, Commercial Real Estate, Investments, International Law, Dispute Resolution, Wine Tasting, Winemaking, Securities Regulation, Privacy Law, Joint Ventures, Wineries, Employment Law, Food Pairing, Alternative Dispute..., Legal Advice
Education
Columbia University School of Law 1974 — 1977
J.D.
Columbia University - School of International and Public Affairs 1975 — 1976
International Fellow
Columbia University in the City of New York 1973 — 1975
B.S., Political Science / East Asian Studies
AK's World of Wines LLC July 2002 - Present
Harold L. Lee & Sons, Inc. Insurance Services January 1999 - Present
Arnold Kawano 1978 - Present
ORIX USA Corporation April 1993 - December 1998
Inouye & Ogden 1992 - 1993
JPMorgan 1987 - 1991
Law Office of Arnold H. Kawano 1984 - 1986
Sumitomo Corporation of America 1981 - 1984
Weil, Gotshal & Manges 1980 - 1981
Reid & Priest 1977 - 1980
Skills
Mediation, Law, Corporate Law, Commerical Law, Investment Banking, Wine, Wine Education, Wine Marketing, Viticulture, Legal Writing, Management, Dispute, Commercial Real Estate, Investments, International Law, Dispute Resolution, Wine Tasting, Winemaking, Securities Regulation, Privacy Law, Joint Ventures, Wineries, Employment Law, Food Pairing, Alternative Dispute..., Legal Advice
Education
Columbia University School of Law 1974 — 1977
J.D.
Columbia University - School of International and Public Affairs 1975 — 1976
International Fellow
Columbia University in the City of New York 1973 — 1975
B.S., Political Science / East Asian Studies
Joakim (Jo) Diedrichs's JPMorgan Experience April 1994 - Present
Job Executive Director: Trader at JP Morgan
Industry Financial Services
Experience
JPMorgan April 1994 - Present
JP Morgan January 2004 - September 2005
JP Morgan April 1994 - December 2003
Mitsui Trust and Banking September 1991 - April 1994
Skills
FX Options, Fixed Income
Education
Columbia University - Columbia Business School 1999 — 2001
Exec MBA, Finance
Yale University 1987 — 1991
BA, Economics
Cresskill High School 1983 — 1987
JPMorgan April 1994 - Present
JP Morgan January 2004 - September 2005
JP Morgan April 1994 - December 2003
Mitsui Trust and Banking September 1991 - April 1994
Skills
FX Options, Fixed Income
Education
Columbia University - Columbia Business School 1999 — 2001
Exec MBA, Finance
Yale University 1987 — 1991
BA, Economics
Cresskill High School 1983 — 1987
Christina Schuschel's JPMorgan Experience 1990 - 2002
Job Managing Director
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ May 2010 - Present
BMO Capital Markets September 2004 - September 2008
JPMorgan 1990 - 2002
Skills
Leveraged Finance, Corporate Finance, Financial Modeling, Capital Markets, Credit Analysis, Structuring, Debt, Investment Banking, Restructuring, FX, Risk Management, Portfolio Management, Loans, Credit, Asset Management, Financial Analysis, Derivatives, Banking, Due Diligence, Credit Risk, Cash Management, Valuation, Financial Markets, Business Strategy, Underwriting, Industry Analysis, Accounting, Forecasting, Compliance, Commercial Banking, Risk, Financial Management, Alternative Investments, Bloomberg, Commercial Lending, Competitive Analysis, Emerging Markets, Equities, FX Options, Finance, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investments, Managerial Finance, Mergers, Private Equity, Project Finance
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance
Northwestern University
BA, Economics/German Studies
Bank of Tokyo-Mitsubishi UFJ May 2010 - Present
BMO Capital Markets September 2004 - September 2008
JPMorgan 1990 - 2002
Skills
Leveraged Finance, Corporate Finance, Financial Modeling, Capital Markets, Credit Analysis, Structuring, Debt, Investment Banking, Restructuring, FX, Risk Management, Portfolio Management, Loans, Credit, Asset Management, Financial Analysis, Derivatives, Banking, Due Diligence, Credit Risk, Cash Management, Valuation, Financial Markets, Business Strategy, Underwriting, Industry Analysis, Accounting, Forecasting, Compliance, Commercial Banking, Risk, Financial Management, Alternative Investments, Bloomberg, Commercial Lending, Competitive Analysis, Emerging Markets, Equities, FX Options, Finance, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investments, Managerial Finance, Mergers, Private Equity, Project Finance
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance
Northwestern University
BA, Economics/German Studies
Andrew Chayut's JPMorgan Experience 1995 - 1998
Job Managing Partner, Green Key Resources
Industry Staffing and Recruiting
Experience
Green Key Resources 2001 - Present
Barclays 1998 - 2000
JPMorgan 1995 - 1998
Lehman Brothers 1992 - 1995
RSM McGladrey 1990 - 1993
Skills
Executive Search, Permanent Placement, Staffing Services, Temporary Placement, Contract Recruitment, Temporary Staffing, Accounting-Finance, Financial Services, Pharmaceutical, Healthcare, Information Technology, Attorney Placement, Office Support, Benefits Negotiation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting
Education
City University of New York-Brooklyn College 1985 — 1990
BS, Finance & Accounting
Green Key Resources 2001 - Present
Barclays 1998 - 2000
JPMorgan 1995 - 1998
Lehman Brothers 1992 - 1995
RSM McGladrey 1990 - 1993
Skills
Executive Search, Permanent Placement, Staffing Services, Temporary Placement, Contract Recruitment, Temporary Staffing, Accounting-Finance, Financial Services, Pharmaceutical, Healthcare, Information Technology, Attorney Placement, Office Support, Benefits Negotiation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting
Education
City University of New York-Brooklyn College 1985 — 1990
BS, Finance & Accounting
Frances Pak's JPMorgan Experience June 2008 - Present
Job Associate at J.P. Mogran
Industry Investment Banking
Experience
JPMorgan June 2008 - Present
Bear Stearns May 2006 - May 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Columbia University in the City of New York 2004 — 2005
MPH, Health Policy & Management
New York University
BA, Psychology
JPMorgan June 2008 - Present
Bear Stearns May 2006 - May 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Columbia University in the City of New York 2004 — 2005
MPH, Health Policy & Management
New York University
BA, Psychology
Sarah (O'Rielly) Prisco's JPMorgan Experience March 2005 - June 2008
Job Research Analyst
Industry Oil & Energy
Experience
Dahlman Rose & Co. January 2012 - May 2012
RBC Capital Markets September 2008 - February 2012
JPMorgan March 2005 - June 2008
Cowen and Company 2004 - 2005
Thomson Financial 2003 - 2004
Skills
Equity Research, High Yield, Energy, Research, Credit, Valuation, Capital Markets, Corporate Finance, Equities, Series 7, Financial Modeling, Equity Valuation, Private Equity, Equity Capital Markets, Risk Management, Bloomberg, Financial Analysis, Financial Markets, Fixed Income
Education
College of the Holy Cross 1999 — 2003
Bachelor's degree, Economics
Dahlman Rose & Co. January 2012 - May 2012
RBC Capital Markets September 2008 - February 2012
JPMorgan March 2005 - June 2008
Cowen and Company 2004 - 2005
Thomson Financial 2003 - 2004
Skills
Equity Research, High Yield, Energy, Research, Credit, Valuation, Capital Markets, Corporate Finance, Equities, Series 7, Financial Modeling, Equity Valuation, Private Equity, Equity Capital Markets, Risk Management, Bloomberg, Financial Analysis, Financial Markets, Fixed Income
Education
College of the Holy Cross 1999 — 2003
Bachelor's degree, Economics
Kyu Scott's JPMorgan Experience June 1995 - June 2002
Job Managing Director at Perkins Fund Marketing
Industry Financial Services
Experience
Perkins Fund Marketing 2012 - Present
BlueCrest Capital Management, LLP March 2008 - January 2009
Perkins Fund Marketing September 2006 - March 2008
Highlander Group at Smith Barney April 2005 - August 2006
ABN AMRO Bank N.V. September 2002 - March 2005
JPMorgan June 1995 - June 2002
Skills
Hedge Funds, Marketing
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Harvard University Graduate School of Education 1992 — 1993
EdM, Administration, Planning and Social Policy
Harvard University 1985 — 1989
AB cum laude, History and Literature
Perkins Fund Marketing 2012 - Present
BlueCrest Capital Management, LLP March 2008 - January 2009
Perkins Fund Marketing September 2006 - March 2008
Highlander Group at Smith Barney April 2005 - August 2006
ABN AMRO Bank N.V. September 2002 - March 2005
JPMorgan June 1995 - June 2002
Skills
Hedge Funds, Marketing
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Harvard University Graduate School of Education 1992 — 1993
EdM, Administration, Planning and Social Policy
Harvard University 1985 — 1989
AB cum laude, History and Literature
Daniel Kaplan's JPMorgan Experience July 2006 - February 2009
Job Managing Director at Property Markets Group
Industry Real Estate
Experience
Property Markets Group November 2013 - Present
LCOR, INC May 2012 - November 2013
Alvarez and Marsal May 2009 - May 2012
JPMorgan July 2006 - February 2009
J.P. Morgan Securities Inc. June 2006 - February 2009
Skills
CMBS, Mezzanine, Securitization, DCF, Valuation, Structured Finance, Capital Markets, Financial Structuring, Investment Banking, Private Equity, Financial Modeling, Fixed Income, Real Estate Economics, Bloomberg, Asset Managment, Real Estate Transactions, Real Estate, Commercial Real Estate, Asset Management, Real Estate Financing, Investments, Restructuring, Due Diligence
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Business
City University (GB) 2005 — 2005
Property Markets Group November 2013 - Present
LCOR, INC May 2012 - November 2013
Alvarez and Marsal May 2009 - May 2012
JPMorgan July 2006 - February 2009
J.P. Morgan Securities Inc. June 2006 - February 2009
Skills
CMBS, Mezzanine, Securitization, DCF, Valuation, Structured Finance, Capital Markets, Financial Structuring, Investment Banking, Private Equity, Financial Modeling, Fixed Income, Real Estate Economics, Bloomberg, Asset Managment, Real Estate Transactions, Real Estate, Commercial Real Estate, Asset Management, Real Estate Financing, Investments, Restructuring, Due Diligence
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Business
City University (GB) 2005 — 2005
John Ivener's JPMorgan Experience February 2005 - June 2012
Job IT Manager
Industry Information Technology and Services
Experience
DDB July 2015 - Present
Column Technologies February 2014 - Present
SSAB September 2012 - February 2014
Hewlett-Packard June 2012 - September 2012
JPMorgan February 2005 - June 2012
Van Kampen Investments 1999 - 2004
Motorola Mobile Devices 1994 - 1999
Skills
Disaster Recovery, VMware, Technical Support, Active Directory, Troubleshooting, XP, Hardware, ITIL, Operating Systems, Servers, VPN, Windows XP, Help Desk Support, System Deployment, Software Documentation, Unix, Laptops
Education
College of DuPage 1993 — 1994
DDB July 2015 - Present
Column Technologies February 2014 - Present
SSAB September 2012 - February 2014
Hewlett-Packard June 2012 - September 2012
JPMorgan February 2005 - June 2012
Van Kampen Investments 1999 - 2004
Motorola Mobile Devices 1994 - 1999
Skills
Disaster Recovery, VMware, Technical Support, Active Directory, Troubleshooting, XP, Hardware, ITIL, Operating Systems, Servers, VPN, Windows XP, Help Desk Support, System Deployment, Software Documentation, Unix, Laptops
Education
College of DuPage 1993 — 1994
Kenneth Kollar's JPMorgan Experience 1975 - 1981
Job VP at Barclays Capital Inc
Industry Information Technology and Services
Experience
Barclays Capital Inc September 2008 - Present
Lehman Brothers July 1993 - September 2008
Barclays Bank 1987 - 1993
JPMorgan 1975 - 1981
Skills
Reference Data
Education
City University of New York-Brooklyn College 1973 — 1975
BS, Mathematics
City University of New York-College of Staten Island 1970 — 1973
AS
Barclays Capital Inc September 2008 - Present
Lehman Brothers July 1993 - September 2008
Barclays Bank 1987 - 1993
JPMorgan 1975 - 1981
Skills
Reference Data
Education
City University of New York-Brooklyn College 1973 — 1975
BS, Mathematics
City University of New York-College of Staten Island 1970 — 1973
AS
Scott Towbin's JPMorgan Experience July 2004 - June 2008
Job Sr Client Executive at JPMorgan Chase
Industry Commercial Real Estate
Experience
JPMorgan Chase June 2008 - Present
JPMorgan July 2004 - June 2008
GE Capital Real Estate October 1998 - June 2004
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Clarkson University 1985 — 1989
BS, Industrial Engineering
JPMorgan Chase June 2008 - Present
JPMorgan July 2004 - June 2008
GE Capital Real Estate October 1998 - June 2004
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Clarkson University 1985 — 1989
BS, Industrial Engineering
Christopher Wolfe's JPMorgan Experience 1997 - 2004
Job Chief Investment Officer
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Terry Burke's JPMorgan Experience 1996 - 2004
Job Americas Futures & Options Sales & Execution, Global Futures Electronic Trading Sales at Barclays Capital
Industry Financial Services
Experience
Barclays Capital November 2010 - Present
Nomura October 2008 - November 2010
Lehman Brothers May 2004 - September 2008
JPMorgan 1996 - 2004
Skills
Derivatives, Alternative Investments, Fixed Income, Investment Banking, Options, Capital Markets, Hedge Funds, Management, Electronic Trading, Trading Systems, Asset Management, Securities, Bloomberg, Equities, Equity Derivatives, Financial Markets
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finanical Management
Barclays Capital November 2010 - Present
Nomura October 2008 - November 2010
Lehman Brothers May 2004 - September 2008
JPMorgan 1996 - 2004
Skills
Derivatives, Alternative Investments, Fixed Income, Investment Banking, Options, Capital Markets, Hedge Funds, Management, Electronic Trading, Trading Systems, Asset Management, Securities, Bloomberg, Equities, Equity Derivatives, Financial Markets
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finanical Management
Sidney Schwartz, CBCP's JPMorgan Experience October 1980 - April 2008
Job Vice President at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan October 1980 - April 2008
JPMorgan Chase 1980 - 2008
manufacturers hanover trust 1980 - 1994
Education
City University of New York-Herbert H. Lehman College 1963 — 1969
BA, Mathematics
JPMorgan October 1980 - April 2008
JPMorgan Chase 1980 - 2008
manufacturers hanover trust 1980 - 1994
Education
City University of New York-Herbert H. Lehman College 1963 — 1969
BA, Mathematics
Helen Lun's JPMorgan Experience August 1997 - June 2006
Job web admin at JPMC
Industry Banking
Experience
Time Inc. June 2008 - Present
JPMorgan Chase 1997 - 2008
JPMorgan August 1997 - June 2006
Education
City University of New York City College 1990 — 1992
Time Inc. June 2008 - Present
JPMorgan Chase 1997 - 2008
JPMorgan August 1997 - June 2006
Education
City University of New York City College 1990 — 1992
Jim Feamster's JPMorgan Experience October 2008 - August 2011
Job Regional Associate Wholesaling at JPMorgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
JPMorgan October 2008 - August 2011
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Finance, General
J.P. Morgan August 2011 - Present
JPMorgan October 2008 - August 2011
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Carlos Finger's JPMorgan Experience August 2008 - June 2009
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities August 2010 - Present
Rabobank July 2009 - July 2010
JPMorgan August 2008 - June 2009
Rabobank November 2003 - October 2006
Citi November 1998 - October 2002
Education
Columbia University - Columbia Business School 2006 — 2008
Deutsche Bank Securities August 2010 - Present
Rabobank July 2009 - July 2010
JPMorgan August 2008 - June 2009
Rabobank November 2003 - October 2006
Citi November 1998 - October 2002
Education
Columbia University - Columbia Business School 2006 — 2008
Jacqui lindenbaum's JPMorgan Experience 1996 - 2001
Job Analyst at ArmstrongShaw Associates
Industry Financial Services
Experience
ArmstrongShaw Associates June 2010 - Present
Iridian Asset Management 2003 - 2010
JPMorgan 1996 - 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Universty of Cape Town
B.Bus.Sci
ArmstrongShaw Associates June 2010 - Present
Iridian Asset Management 2003 - 2010
JPMorgan 1996 - 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Universty of Cape Town
B.Bus.Sci
Fabio Colantuono's JPMorgan Experience 2008 - 2012
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan 2012 - Present
JPMorgan 2008 - 2012
Bear Stearns 2007 - 2008
Bear Stearns 2003 - 2007
Bear Stearns January 2000 - January 2003
Bear Stearns 1998 - 2000
Bear Stearns 1997 - 1998
TD Waterhouse 1996 - 1997
Education
City University of New York-College of Staten Island 1992 — 1996
J.P. Morgan 2012 - Present
JPMorgan 2008 - 2012
Bear Stearns 2007 - 2008
Bear Stearns 2003 - 2007
Bear Stearns January 2000 - January 2003
Bear Stearns 1998 - 2000
Bear Stearns 1997 - 1998
TD Waterhouse 1996 - 1997
Education
City University of New York-College of Staten Island 1992 — 1996
Kiley Britt's JPMorgan Experience January 2004 - June 2013
Job Institutional Investor Services Sales
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan January 2004 - June 2013
Bloomberg June 2000 - December 2003
Skills
Series 7, Series 63, Financial Markets, Foreign Exchange, Relationship Management, Series 3
Education
College of the Holy Cross 1996 — 2000
Economics
J.P. Morgan July 2013 - Present
JPMorgan January 2004 - June 2013
Bloomberg June 2000 - December 2003
Skills
Series 7, Series 63, Financial Markets, Foreign Exchange, Relationship Management, Series 3
Education
College of the Holy Cross 1996 — 2000
Economics
Bin Yu's JPMorgan Experience March 2006 - Present
Job ED at JPM
Industry Capital Markets
Experience
JPMorgan March 2006 - Present
Lehman Brothers 2003 - 2006
Education
Columbia University - Columbia Business School 1999 — 2003
PhD, Computational Finance
JPMorgan March 2006 - Present
Lehman Brothers 2003 - 2006
Education
Columbia University - Columbia Business School 1999 — 2003
PhD, Computational Finance
Gillian Nagler's JPMorgan Experience October 2013 - August 2014
Job Trust Officer at Briar Hall LLC
Industry Law Practice
Experience
Briar Hall LLC August 2014 - Present
JPMorgan October 2013 - August 2014
JPMorgan December 2010 - October 2013
Lavelle Law, Ltd. October 2007 - December 2010
Currier Museum of Art March 2001 - July 2004
DeCordova Museum and Sculpture Park January 1999 - December 2000
Skills
Guardianship, Trusts, Estate Planning, Legal Writing, Legal Research, Litigation, Tax, Research, Corporate Law, Commercial Real Estate
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
JD
Tufts University 1996 — 1998
Museum Studies Certificate
Emory University 1991 — 1995
BA, Psychology
Briar Hall LLC August 2014 - Present
JPMorgan October 2013 - August 2014
JPMorgan December 2010 - October 2013
Lavelle Law, Ltd. October 2007 - December 2010
Currier Museum of Art March 2001 - July 2004
DeCordova Museum and Sculpture Park January 1999 - December 2000
Skills
Guardianship, Trusts, Estate Planning, Legal Writing, Legal Research, Litigation, Tax, Research, Corporate Law, Commercial Real Estate
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
JD
Tufts University 1996 — 1998
Museum Studies Certificate
Emory University 1991 — 1995
BA, Psychology
Christian Dickerson's JPMorgan Experience January 2001 - April 2011
Job Global Logistics Manager at Micro Motion
Industry Machinery
Experience
Micro Motion October 2011 - Present
Rocky Mountain Lab Rescue November 2007 - December 2012
JPMorgan January 2001 - April 2011
JP Morgan January 2003 - December 2004
Intellocity May 2000 - October 2000
Skills
Analysis, International Trade, Logistics, Project Management, Management, Strategy, Budgets, Marketing, Pricing, Sales, Business Development, Cross-functional Team..., Contract Negotiation, Forecasting, Leadership, Process Improvement, Strategic Planning
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Management, Marketing
Colorado State University 1995 — 1997
Graduate Teaching Assistant, Forensic Pathology
Colorado State University 1991 — 1995
BA, Economics
Micro Motion October 2011 - Present
Rocky Mountain Lab Rescue November 2007 - December 2012
JPMorgan January 2001 - April 2011
JP Morgan January 2003 - December 2004
Intellocity May 2000 - October 2000
Skills
Analysis, International Trade, Logistics, Project Management, Management, Strategy, Budgets, Marketing, Pricing, Sales, Business Development, Cross-functional Team..., Contract Negotiation, Forecasting, Leadership, Process Improvement, Strategic Planning
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Management, Marketing
Colorado State University 1995 — 1997
Graduate Teaching Assistant, Forensic Pathology
Colorado State University 1991 — 1995
BA, Economics
Collis Klarberg's JPMorgan Experience 2003 - Present
Job JPMorgan
Industry Financial Services
Angelia Barber Schmidt's JPMorgan Experience May 2000 - December 2008
Job Managing Director
Industry Investment Banking
Experience
JPMorgan Securities Inc November 2008 - Present
JPMorgan May 2000 - December 2008
JPMorgan Chase 1998 - 1999
Skills
Hedge Funds, Capital Markets, Financial Modeling, Credit, Structured Products, Structured Finance, Fixed Income, Derivatives, Investment Banking, Valuation, Portfolio Management, Equities
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Management and Finance
Cornell University 1994 — 1998
BS, Operations Research and Industrial Engineering
JPMorgan Securities Inc November 2008 - Present
JPMorgan May 2000 - December 2008
JPMorgan Chase 1998 - 1999
Skills
Hedge Funds, Capital Markets, Financial Modeling, Credit, Structured Products, Structured Finance, Fixed Income, Derivatives, Investment Banking, Valuation, Portfolio Management, Equities
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Management and Finance
Cornell University 1994 — 1998
BS, Operations Research and Industrial Engineering
Janice Quiros's JPMorgan Experience 2003 - 2005
Job Instructional Designer at JPMorgan Chase
Industry E-Learning
Experience
JPMorgan Chase Instructional DesignerChase Manhattan Bank1995 - Present
JPMorgan 2003 - 2005
The Chase Manhattan Bank 1997 - 1999
Education
City University of New York-Brooklyn College 1995 — 1999
BS, Accounting
JPMorgan Chase Instructional DesignerChase Manhattan Bank1995 - Present
JPMorgan 2003 - 2005
The Chase Manhattan Bank 1997 - 1999
Education
City University of New York-Brooklyn College 1995 — 1999
BS, Accounting
Louisa Schneider's JPMorgan Experience August 2002 - December 2004
Job CAO/Head of IR at Alder Hill Management LP
Industry Investment Management
Experience
Alder Hill Management LP May 2015 - Present
Columbia Business School April 2010 - Present
Columbia Business School April 2008 - April 2010
Morgan Stanley July 2006 - April 2008
JPMorgan August 2002 - December 2004
Morgan Stanley July 2000 - March 2002
Morgan Stanley 2000 - 2002
Skills
Philanthropy, Private Equity, Financial Modeling, Value Investing, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Valuation, Capital Markets, Hedge Funds, Financial Analysis, Entrepreneurship, Portfolio Management, Strategic Planning, Leadership, Fundraising, Asset Managment, Asset Management, Venture Capital, Trading
Education
Columbia Business School 2004 — 2006
MBA, Finance and Entrepreneurship
Dartmouth College 1996 — 2000
BA, French, Political Science
Hotchkiss 1993 — 1995
Alder Hill Management LP May 2015 - Present
Columbia Business School April 2010 - Present
Columbia Business School April 2008 - April 2010
Morgan Stanley July 2006 - April 2008
JPMorgan August 2002 - December 2004
Morgan Stanley July 2000 - March 2002
Morgan Stanley 2000 - 2002
Skills
Philanthropy, Private Equity, Financial Modeling, Value Investing, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Valuation, Capital Markets, Hedge Funds, Financial Analysis, Entrepreneurship, Portfolio Management, Strategic Planning, Leadership, Fundraising, Asset Managment, Asset Management, Venture Capital, Trading
Education
Columbia Business School 2004 — 2006
MBA, Finance and Entrepreneurship
Dartmouth College 1996 — 2000
BA, French, Political Science
Hotchkiss 1993 — 1995
Alton McDowell's JPMorgan Experience Managing DirectorJPMorgan Chase2011 - Present
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Managing DirectorJPMorgan Chase2011 - Present
J.P. Morgan Securities Inc. 2000 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Fnance
University of Houston, C.T. Bauer College of Business
JPMorgan Managing DirectorJPMorgan Chase2011 - Present
J.P. Morgan Securities Inc. 2000 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Fnance
University of Houston, C.T. Bauer College of Business
Bryan Mayurnik's JPMorgan Experience June 2004 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JPMorgan June 2004 - Present
Deutsche Bank September 2000 - June 2004
Skills
Fixed Income, Investment Banking, Equities, Capital Markets, Derivatives, Private Equity, Bloomberg, Asset Management, Hedge Funds, Alternative Investments, Portfolio Management, Valuation, Investment Management
Education
Colgate University 1994 — 1998
BA, Mathematical Economics
Delbarton
JPMorgan June 2004 - Present
Deutsche Bank September 2000 - June 2004
Skills
Fixed Income, Investment Banking, Equities, Capital Markets, Derivatives, Private Equity, Bloomberg, Asset Management, Hedge Funds, Alternative Investments, Portfolio Management, Valuation, Investment Management
Education
Colgate University 1994 — 1998
BA, Mathematical Economics
Delbarton
Lizette DiFilippo's JPMorgan Experience November 2010 - Present
Job Client Service Administrator at JPMorgan
Industry Investment Management
Experience
JPMorgan November 2010 - Present
Education
College of Mount Saint Vincent 1994 — 1998
BS
JPMorgan November 2010 - Present
Education
College of Mount Saint Vincent 1994 — 1998
BS
Natalie Floyd's JPMorgan Experience August 1994 - June 2008
Job VP, CFO Compliance at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
TradeWeb February 2009 - March 2014
JPMorgan August 1994 - June 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Northwestern University 1989 — 1993
BA, Economics
Bank of America May 2014 - Present
TradeWeb February 2009 - March 2014
JPMorgan August 1994 - June 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Northwestern University 1989 — 1993
BA, Economics
Jodi Cirignano's JPMorgan Experience January 2006 - Present
Job Wealth Advisor, CPA, CFP at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2006 - Present
Lassus Wherley August 2002 - December 2005
Ernst & Young December 1996 - July 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Estate Planning, Finance, Risk Management, Financial Advisory, Insurance, Wealth, Tax, Investment Management, Accounting, Financial Planners, Management, Internal Controls, Project Planning, CPA, Certified Financial..., Fixed Income, Series 7
Education
Colgate University
B.A., Economics and Political Science, Phi Beta Kappa, Magna Cum Laude, Economics and Political Science honor societies
Fairleigh Dickinson University
M.B.A., Finance and Accounting
JPMorgan January 2006 - Present
Lassus Wherley August 2002 - December 2005
Ernst & Young December 1996 - July 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Estate Planning, Finance, Risk Management, Financial Advisory, Insurance, Wealth, Tax, Investment Management, Accounting, Financial Planners, Management, Internal Controls, Project Planning, CPA, Certified Financial..., Fixed Income, Series 7
Education
Colgate University
B.A., Economics and Political Science, Phi Beta Kappa, Magna Cum Laude, Economics and Political Science honor societies
Fairleigh Dickinson University
M.B.A., Finance and Accounting
Maggie Izquierdo's JPMorgan Experience May 2000 - April 2008
Job Operations VPFinanceCustody
Industry Banking
Experience
William Davis Realty, Frisco, Texas May 2009 - February 2012
Dallas Credit Union 2009 - 2011
JPMorgan May 2000 - April 2008
JP Morgan 1993 - 2000
Security Pacific April 1992 - April 1993
Midland Montague Govt. Securties January 1990 - August 1991
Education
College of Mount Saint Vincent
B.A., Business
William Davis Realty, Frisco, Texas May 2009 - February 2012
Dallas Credit Union 2009 - 2011
JPMorgan May 2000 - April 2008
JP Morgan 1993 - 2000
Security Pacific April 1992 - April 1993
Midland Montague Govt. Securties January 1990 - August 1991
Education
College of Mount Saint Vincent
B.A., Business
Jared Sprole's JPMorgan Experience 2000 - 2002
Job Managing Partner at Arcady Capital Company
Industry Venture Capital & Private Equity
Experience
Arcady Capital Company, LLC November 2010 - Present
Mountain Molding LLC December 2012 - May 2015
Equity Bank, N.A. August 2009 - October 2010
West Consulting Group, Inc. March 2008 - August 2009
INVISTA 2006 - 2008
Saugatuck Associates, Inc. January 2005 - October 2006
Premio Foods, Inc. January 2003 - January 2005
JPMorgan 2000 - 2002
Brown Brothers Harriman 1995 - 1999
AmeriCares 1992 - 1993
Skills
Private Equity, Mergers, Valuation, Due Diligence, Corporate Finance, Investments, Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Strategy, Venture Capital, Restructuring, Capital Markets, Risk Management, Portfolio Management, Alternative Investments, Leadership, M&A experience, Corporate Development, Capital
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1993 — 1995
A.B., History
The Hotchkiss School 1985 — 1989
HS Diploma, Cum Laude
Arcady Capital Company, LLC November 2010 - Present
Mountain Molding LLC December 2012 - May 2015
Equity Bank, N.A. August 2009 - October 2010
West Consulting Group, Inc. March 2008 - August 2009
INVISTA 2006 - 2008
Saugatuck Associates, Inc. January 2005 - October 2006
Premio Foods, Inc. January 2003 - January 2005
JPMorgan 2000 - 2002
Brown Brothers Harriman 1995 - 1999
AmeriCares 1992 - 1993
Skills
Private Equity, Mergers, Valuation, Due Diligence, Corporate Finance, Investments, Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Strategy, Venture Capital, Restructuring, Capital Markets, Risk Management, Portfolio Management, Alternative Investments, Leadership, M&A experience, Corporate Development, Capital
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1993 — 1995
A.B., History
The Hotchkiss School 1985 — 1989
HS Diploma, Cum Laude
Michael Della Jacono's JPMorgan Experience 2007 - Present
Job Executive Director at JP Morgan Chase
Industry Banking
Experience
JPMorgan 2007 - Present
JPMorgan Chase 2001 - Present
The Chase Manhattan Bank August 1995 - August 2001
Chemical Bank January 1992 - July 1995
Manufacturers Hanover Trust 1978 - 1992
Manufacturers Hanover 1978 - 1991
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1987
MBA, Finance
City University of New York-Hunter College 1973 — 1978
BS, Accounting
JPMorgan 2007 - Present
JPMorgan Chase 2001 - Present
The Chase Manhattan Bank August 1995 - August 2001
Chemical Bank January 1992 - July 1995
Manufacturers Hanover Trust 1978 - 1992
Manufacturers Hanover 1978 - 1991
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1987
MBA, Finance
City University of New York-Hunter College 1973 — 1978
BS, Accounting
Marissa (Doyon) Feldman's JPMorgan Experience June 2008 - September 2009
Job Associate at JPMorgan
Industry Banking
Experience
JPMorgan June 2008 - September 2009
Bear Stearns June 2003 - June 2008
Education
Hunter College 2009 — 2010
Post Bacc, Pre-Veterinary Studies
Syracuse University 1998 — 2002
Bachelor of Arts (B.A.), Psychology
JPMorgan June 2008 - September 2009
Bear Stearns June 2003 - June 2008
Education
Hunter College 2009 — 2010
Post Bacc, Pre-Veterinary Studies
Syracuse University 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Todd Bailey, CISSP, CISM's JPMorgan Experience January 2004 - Present
Job VP, Information Security Officer, Sr at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2004 - Present
JPM Chase 2004 - Present
JPMorgan Chase 2003 - Present
JPMorgan Chase (formerly WaMu) 2003 - Present
WaMu 2003 - 2008
Washington Mutual 2003 - 2008
Skills
Information Security, Risk Management, Vendor Management, SDLC, Disaster Recovery, Information Security..., Business Continuity, IT Strategy, CISSP, Banking, ITIL, Enterprise Architecture, IT Audit, Enterprise Risk..., PCI DSS, Business Analysis, Security, Program Management, Governance, IT Management
Education
Central Washington University 1989 — 1993
Accounting, Accounting, Business, Finance, Computer Science
JPMorgan January 2004 - Present
JPM Chase 2004 - Present
JPMorgan Chase 2003 - Present
JPMorgan Chase (formerly WaMu) 2003 - Present
WaMu 2003 - 2008
Washington Mutual 2003 - 2008
Skills
Information Security, Risk Management, Vendor Management, SDLC, Disaster Recovery, Information Security..., Business Continuity, IT Strategy, CISSP, Banking, ITIL, Enterprise Architecture, IT Audit, Enterprise Risk..., PCI DSS, Business Analysis, Security, Program Management, Governance, IT Management
Education
Central Washington University 1989 — 1993
Accounting, Accounting, Business, Finance, Computer Science
Steve Colantoni's JPMorgan Experience 1994 - Present
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan Associate BD ServicesBear Stearns1994 - Present
JPMorgan 1994 - Present
Education
City University of New York-Brooklyn College
BS, Physical Education
JP Morgan Associate BD ServicesBear Stearns1994 - Present
JPMorgan 1994 - Present
Education
City University of New York-Brooklyn College
BS, Physical Education
Joseph Heyer's JPMorgan Experience July 2008 - April 2010
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Frank Fogliano's JPMorgan Experience 2004 - 2008
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2009 - Present
JP Morgan Chase January 1975 - December 2008
JPMorgan 2004 - 2008
JPMorgan Chase 2000 - 2008
The Chase Manhattan Bank January 1996 - January 2000
Manufacturers Hanover/Chemical Bank 1984 - 1995
Skills
Payments, Relationship Management, Marketing, Portfolio Management, Treasury, Business Development, Banking, Cash Management, Management, Treasury Management, Leadership, Investment Banking, Strategy, Sales, Capital Markets, Financial Services, Risk Management
Education
City University of New York City College 1971 — 1974
Architecture, Business
Bank of America Merrill Lynch August 2009 - Present
JP Morgan Chase January 1975 - December 2008
JPMorgan 2004 - 2008
JPMorgan Chase 2000 - 2008
The Chase Manhattan Bank January 1996 - January 2000
Manufacturers Hanover/Chemical Bank 1984 - 1995
Skills
Payments, Relationship Management, Marketing, Portfolio Management, Treasury, Business Development, Banking, Cash Management, Management, Treasury Management, Leadership, Investment Banking, Strategy, Sales, Capital Markets, Financial Services, Risk Management
Education
City University of New York City College 1971 — 1974
Architecture, Business
James (Jim) Ballan's JPMorgan Experience June 2008 - January 2009
Job SVP, Investor Relations and Capital Markets at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
John Estrada's JPMorgan Experience June 2007 - July 2008
Job Research Analyst at HealthCor Management, L.P.
Industry Investment Management
Experience
HealthCor Management, L.P. August 2008 - Present
JPMorgan June 2007 - July 2008
Education
Columbia Engineering 2003 — 2007
BS, Engineering Management Systems
HealthCor Management, L.P. August 2008 - Present
JPMorgan June 2007 - July 2008
Education
Columbia Engineering 2003 — 2007
BS, Engineering Management Systems
Hilary McCallum's JPMorgan Experience 2007 - May 2010
Job Risk Analyst at JPMorgan
Industry Financial Services
Experience
JPM Asset Management May 2014 - Present
JP Morgan Asset Management May 2010 - May 2014
JPMorgan 2007 - May 2010
Nine West Group 1994 - 2001
Education
Cleveland State University 1993 — 1994
Beachwood High School 1990 — 1993
Franklin University
Human Resource Management
JPM Asset Management May 2014 - Present
JP Morgan Asset Management May 2010 - May 2014
JPMorgan 2007 - May 2010
Nine West Group 1994 - 2001
Education
Cleveland State University 1993 — 1994
Beachwood High School 1990 — 1993
Franklin University
Human Resource Management
Kyle Sung, CFA's JPMorgan Experience August 2000 - Present
Job Vice President at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan August 2000 - Present
BlackRock December 1997 - August 2000
Education
Columbia Engineering 1994 — 1998
BS, Operations Research
JPMorgan August 2000 - Present
BlackRock December 1997 - August 2000
Education
Columbia Engineering 1994 — 1998
BS, Operations Research
Collis Klarberg's JPMorgan Experience 2008 - May 2014
Job The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2014 - Present
JPMorgan 2008 - May 2014
Bear Stearns 2003 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Bloomberg, Investments, Portfolio Management, Derivatives, Valuation, Series 7, Financial Modeling, Private Equity, Fund Of Funds, Due Diligence, Financial Services
Education
Colgate University 1999 — 2003
Economics, French
The Carlyle Group June 2014 - Present
JPMorgan 2008 - May 2014
Bear Stearns 2003 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Bloomberg, Investments, Portfolio Management, Derivatives, Valuation, Series 7, Financial Modeling, Private Equity, Fund Of Funds, Due Diligence, Financial Services
Education
Colgate University 1999 — 2003
Economics, French
Jessica Kearns's JPMorgan Experience June 1997 - March 2015
Job PJT Partners
Industry Investment Banking
Experience
PJT Partners June 2015 - Present
JPMorgan June 1997 - March 2015
Education
Columbia Business School 1990 — 1992
MBA, Finance
PJT Partners June 2015 - Present
JPMorgan June 1997 - March 2015
Education
Columbia Business School 1990 — 1992
MBA, Finance
SABRINA NAIDOO's JPMorgan Experience August 1999 - March 2006
Job Executive Assistant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2006 - Present
JPMorgan August 1999 - March 2006
Skills
Administrative..., Lotus Notes, Global Outlook, Concur, Microsoft Office, Eprocurement, Group mailbox management, Myshop, ATR, GRM, SharePoint Designer, Outlook, Management, Calendaring, Banking, Calendars, Time Management, Invoicing, Microsoft Excel, Travel Arrangements
Education
City University of New York-Hunter College
Credit Suisse February 2006 - Present
JPMorgan August 1999 - March 2006
Skills
Administrative..., Lotus Notes, Global Outlook, Concur, Microsoft Office, Eprocurement, Group mailbox management, Myshop, ATR, GRM, SharePoint Designer, Outlook, Management, Calendaring, Banking, Calendars, Time Management, Invoicing, Microsoft Excel, Travel Arrangements
Education
City University of New York-Hunter College
Alex Khavin's JPMorgan Experience November 2011 - March 2013
Job Executive Director at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan March 2013 - Present
JPMorgan November 2011 - March 2013
J.P. Morgan December 2009 - November 2011
J.P. Morgan December 2003 - December 2009
Skills
Credit Analysis, Team Building, Portfolio Management, Credit Risk, Leveraged Finance, CRM, Business Process..., Requirements Analysis, Operational Risk..., Debt Restructuring, Corporate Finance, Business Analysis, Financial Structuring, Bankruptcy, Capital Structure, High Yield, Investment Banking, Capital Markets, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Rutgers Business School 1997 — 2000
Bachelor of Applied Science (BASc), Finance, Economics
J.P. Morgan March 2013 - Present
JPMorgan November 2011 - March 2013
J.P. Morgan December 2009 - November 2011
J.P. Morgan December 2003 - December 2009
Skills
Credit Analysis, Team Building, Portfolio Management, Credit Risk, Leveraged Finance, CRM, Business Process..., Requirements Analysis, Operational Risk..., Debt Restructuring, Corporate Finance, Business Analysis, Financial Structuring, Bankruptcy, Capital Structure, High Yield, Investment Banking, Capital Markets, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Rutgers Business School 1997 — 2000
Bachelor of Applied Science (BASc), Finance, Economics
Anne Pax's JPMorgan Experience
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan
Skills
Risk Management, Structured Finance, Airlines, Financial Structuring, Aviation, Capital Markets, Financial Analysis, Private Equity, Asset Management, Commercial Aviation, Corporate Finance
Education
College of the Holy Cross 1980 — 1984
JPMorgan
Skills
Risk Management, Structured Finance, Airlines, Financial Structuring, Aviation, Capital Markets, Financial Analysis, Private Equity, Asset Management, Commercial Aviation, Corporate Finance
Education
College of the Holy Cross 1980 — 1984
Michael Henderson-Cohen's JPMorgan Experience June 2008 - August 2011
Job Analyst at Andalusian Capital Partners
Industry Financial Services
Experience
Andalusian Capital Partners August 2013 - Present
Andalusian Capital Partners June 2012 - August 2012
JPMorgan June 2008 - August 2011
Bear Stearns June 2006 - June 2008
Bear Stearns July 2004 - June 2006
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Colby College 2001 — 2004
B.A.
Andalusian Capital Partners August 2013 - Present
Andalusian Capital Partners June 2012 - August 2012
JPMorgan June 2008 - August 2011
Bear Stearns June 2006 - June 2008
Bear Stearns July 2004 - June 2006
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Colby College 2001 — 2004
B.A.
Hao Huang's JPMorgan Experience 2007 - 2009
Job Director, Head of Business Solutions in Strategic Risk Program
Industry Banking
Experience
Credit Suisse September 2012 - Present
Credit Suisse June 2009 - August 2012
JPMorgan 2007 - 2009
Bear Stearns 2001 - 2007
Columbia University 1998 - 2000
Columbia University Medical Center 1997 - 1998
Research Foundation for Mental Hygiene, Inc. 1996 - 1997
Skills
Derivatives, Fixed Income, Credit Derivatives, Investment Banking, Risk Management, Interest Rate..., Emerging Markets, Trading Systems, Quantitative Analytics, Market Risk, Fixed Income Technology, Distributed Systems, Front Office Development, Front Office Trading..., Global Management, People Skills, MBS, IT Management, Risk Systems, Capital Markets, Foreign Exchange, Equities, Market Data, Product Control, Business Analysis, Financial Risk
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (M.S.)
Columbia University in the City of New York
Master of Philosophy (M.Phil.)
Fudan University
Bachelor of Science (B.S.)
Xinhua
Credit Suisse September 2012 - Present
Credit Suisse June 2009 - August 2012
JPMorgan 2007 - 2009
Bear Stearns 2001 - 2007
Columbia University 1998 - 2000
Columbia University Medical Center 1997 - 1998
Research Foundation for Mental Hygiene, Inc. 1996 - 1997
Skills
Derivatives, Fixed Income, Credit Derivatives, Investment Banking, Risk Management, Interest Rate..., Emerging Markets, Trading Systems, Quantitative Analytics, Market Risk, Fixed Income Technology, Distributed Systems, Front Office Development, Front Office Trading..., Global Management, People Skills, MBS, IT Management, Risk Systems, Capital Markets, Foreign Exchange, Equities, Market Data, Product Control, Business Analysis, Financial Risk
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (M.S.)
Columbia University in the City of New York
Master of Philosophy (M.Phil.)
Fudan University
Bachelor of Science (B.S.)
Xinhua
Arlethia Hutchinson's JPMorgan Experience April 2009 - May 2013
Job Client Service Manager, Associate
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
New York Life Insurance Company October 2013 - October 2014
JPMorgan April 2009 - May 2013
JPMorgan Chase April 2005 - April 2009
JPMorgan Chase September 1995 - April 2005
US Trust November 1986 - September 1995
Skills
Relationship Management, Banking, Global Custody, Project Management, Financial Analysis, Manage Client..., Client Liaison, Staff Management, Risk Management, Financial Services, Fixed Income, ETFs, Investments, Securities, Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Equities, Team Building, Process Improvement, Management, Business Analysis, Derivatives, Bloomberg, Corporate Actions, Fund Accounting, Account Management, Accounts Receivable, Client Billing, Billing Process, Outlook, Invoicing, Microsoft Office, Onboarding, Revenue Analysis, Settlement, Fund Administration, Finance, Back Office, Middle Office, Analysis, Hedge Funds, Investment Banking, FX Options, Trading, Financial Risk, Securities Lending, Bonds, Customer Service
Education
City University of New York-Brooklyn College
J.P. Morgan November 2014 - Present
New York Life Insurance Company October 2013 - October 2014
JPMorgan April 2009 - May 2013
JPMorgan Chase April 2005 - April 2009
JPMorgan Chase September 1995 - April 2005
US Trust November 1986 - September 1995
Skills
Relationship Management, Banking, Global Custody, Project Management, Financial Analysis, Manage Client..., Client Liaison, Staff Management, Risk Management, Financial Services, Fixed Income, ETFs, Investments, Securities, Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Equities, Team Building, Process Improvement, Management, Business Analysis, Derivatives, Bloomberg, Corporate Actions, Fund Accounting, Account Management, Accounts Receivable, Client Billing, Billing Process, Outlook, Invoicing, Microsoft Office, Onboarding, Revenue Analysis, Settlement, Fund Administration, Finance, Back Office, Middle Office, Analysis, Hedge Funds, Investment Banking, FX Options, Trading, Financial Risk, Securities Lending, Bonds, Customer Service
Education
City University of New York-Brooklyn College
Cheryl (Dawson) Kaba's JPMorgan Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
American Express July 2013 - Present
American Express May 2012 - July 2013
American Express November 2009 - May 2012
JPMorgan June 2008 - August 2008
Thomson Reuters January 2004 - May 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Duke University 1999 — 2003
BA, Economics, Spanish
American Express July 2013 - Present
American Express May 2012 - July 2013
American Express November 2009 - May 2012
JPMorgan June 2008 - August 2008
Thomson Reuters January 2004 - May 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Duke University 1999 — 2003
BA, Economics, Spanish
James V. Healy's JPMorgan Experience 2008 - Present
Job Sourcing & Procurement Executive
Industry Banking
Experience
JPMorgan 2008 - Present
Bear Stearns 2001 - 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
CNR Partners 1986 - 1987
RCA 1981 - 1986
Education
Columbia University - Columbia Business School 1991 — 1992
MBA
Saint Joseph's University 1977 — 1981
BS
JPMorgan 2008 - Present
Bear Stearns 2001 - 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
CNR Partners 1986 - 1987
RCA 1981 - 1986
Education
Columbia University - Columbia Business School 1991 — 1992
MBA
Saint Joseph's University 1977 — 1981
BS
Hanzi Wang's JPMorgan Experience June 2003 - Present
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan June 2003 - Present
Skills
Investment Banking, Equities, Private Equity, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Valuation, Financial Modeling
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (B.A.), Economics, History, Psychology
JPMorgan June 2003 - Present
Skills
Investment Banking, Equities, Private Equity, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Valuation, Financial Modeling
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (B.A.), Economics, History, Psychology
Luiza Loureiro's JPMorgan Experience February 2010 - January 2013
Job JPMorgan
Industry Investment Banking
Experience
J.P. Morgan February 2013 - Present
JPMorgan February 2010 - January 2013
J.P. Morgan September 2007 - January 2010
Skills
Corporate Finance, Capital Markets, Investment Banking, Fixed Income, Emerging Markets, Derivatives, Finance, Banking, Financial Analysis, Financial Modeling, Financial Markets, Risk Management, Valuation, Equities, Credit Analysis, Foreign Exchange, Interest Rates, Structured Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Kansas 2003 — 2007
Business, Business with concentration in Finance
The University of Hong Kong
J.P. Morgan February 2013 - Present
JPMorgan February 2010 - January 2013
J.P. Morgan September 2007 - January 2010
Skills
Corporate Finance, Capital Markets, Investment Banking, Fixed Income, Emerging Markets, Derivatives, Finance, Banking, Financial Analysis, Financial Modeling, Financial Markets, Risk Management, Valuation, Equities, Credit Analysis, Foreign Exchange, Interest Rates, Structured Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Kansas 2003 — 2007
Business, Business with concentration in Finance
The University of Hong Kong
Benjamin Plum's JPMorgan Experience April 2007 - January 2010
Job Managing Director at evolve | electric motorcycles
Industry Financial Services
Experience
evolve electric motorcycles February 2010 - January 2014
JPMorgan April 2007 - January 2010
Skills
venture investments, capital raising, startup management, Hedge Funds, Asset Management, Entrepreneurship, Marketing Strategy, New Business Development, Financial Markets, Capital Markets, Alternative Investments, Private Equity, Risk Management, Derivatives, Valuation, Portfolio Management, Start-ups, Strategic Partnerships, Equities, Investment Banking, Venture Capital, Financial Modeling, Securities, Investments, Bloomberg, Series 7, Capital Raising, Mergers & Acquisitions, Fixed Income, Series 63
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Susquehanna University 2001 — 2005
Bachelor's degree, Philosophy
evolve electric motorcycles February 2010 - January 2014
JPMorgan April 2007 - January 2010
Skills
venture investments, capital raising, startup management, Hedge Funds, Asset Management, Entrepreneurship, Marketing Strategy, New Business Development, Financial Markets, Capital Markets, Alternative Investments, Private Equity, Risk Management, Derivatives, Valuation, Portfolio Management, Start-ups, Strategic Partnerships, Equities, Investment Banking, Venture Capital, Financial Modeling, Securities, Investments, Bloomberg, Series 7, Capital Raising, Mergers & Acquisitions, Fixed Income, Series 63
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Susquehanna University 2001 — 2005
Bachelor's degree, Philosophy
Albert Moradi's JPMorgan Experience August 1992 - Present
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan August 1992 - Present
Pershing February 1990 - August 1992
Skills
Trading Systems, Fixed Income, Investment Banking, Equities, Derivatives
Education
Brooklyn College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
JPMorgan August 1992 - Present
Pershing February 1990 - August 1992
Skills
Trading Systems, Fixed Income, Investment Banking, Equities, Derivatives
Education
Brooklyn College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Mark Scrivanich's JPMorgan Experience October 2003 - Present
Job VP at JPMorgan
Industry Investment Banking
Experience
JPMorgan October 2003 - Present
JPMorgan Chase & Co 2003 - Present
Skills
Fixed Income, Bloomberg, Trading, Derivatives, Settlement, Back Office, Capital Markets, Equities, Bonds, Risk Management, Financial Services, FX Options, Asset Management, Hedge Funds, Investment Banking, Securities
Education
College of the Holy Cross 1997 — 2001
JPMorgan October 2003 - Present
JPMorgan Chase & Co 2003 - Present
Skills
Fixed Income, Bloomberg, Trading, Derivatives, Settlement, Back Office, Capital Markets, Equities, Bonds, Risk Management, Financial Services, FX Options, Asset Management, Hedge Funds, Investment Banking, Securities
Education
College of the Holy Cross 1997 — 2001
Lori Hricik's JPMorgan Experience 1977 - 2008
Job Retired Executive at JP Morgan
Industry Banking
Experience
DTCC April 2010 - Present
The Receivables Exchange 2008 - Present
The Diocese of Paterson 2007 - Present
JP Morgan Chase July 1977 - February 2008
JPMorgan 1977 - 2008
Skills
Securities, Funding, Portfolio Management, Banking, Financial Services, Capital Markets, Fixed Income, Hedge Funds, Financial Risk, Risk Management, Finance, Structured Finance, Equities, Valuation, Investments, Commercial Banking, Due Diligence, Credit Risk, Business Analysis, Financial Modeling, Investment Banking, Asset Managment, Change Management, Cash Management, Mergers & Acquisitions, Strategy, Trading Systems, Credit, Financial Analysis, Project Management, Corporate Finance
Education
Columbia University - Columbia Business School
MBA
DTCC April 2010 - Present
The Receivables Exchange 2008 - Present
The Diocese of Paterson 2007 - Present
JP Morgan Chase July 1977 - February 2008
JPMorgan 1977 - 2008
Skills
Securities, Funding, Portfolio Management, Banking, Financial Services, Capital Markets, Fixed Income, Hedge Funds, Financial Risk, Risk Management, Finance, Structured Finance, Equities, Valuation, Investments, Commercial Banking, Due Diligence, Credit Risk, Business Analysis, Financial Modeling, Investment Banking, Asset Managment, Change Management, Cash Management, Mergers & Acquisitions, Strategy, Trading Systems, Credit, Financial Analysis, Project Management, Corporate Finance
Education
Columbia University - Columbia Business School
MBA
Dennis Mahoney's JPMorgan Experience 1994 - 2000
Job Senior Managing Director at SteelRiver Infrastructure Partners
Industry Financial Services
Experience
SteelRiver Infrastructure Partners 2009 - Present
babcock and brown 2002 - 2009
Barclays Capital 2002 - 2004
JPMorgan 1994 - 2000
Stone & Webster 1988 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1996
MBA, Finance
Columbia Engineering 1984 — 1988
MS, Engineering
SteelRiver Infrastructure Partners 2009 - Present
babcock and brown 2002 - 2009
Barclays Capital 2002 - 2004
JPMorgan 1994 - 2000
Stone & Webster 1988 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1996
MBA, Finance
Columbia Engineering 1984 — 1988
MS, Engineering
Marisa Anna's JPMorgan Experience November 2006 - August 2011
Job Release Project Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2014 - Present
Credit Suisse August 2011 - December 2014
JPMorgan November 2006 - August 2011
Reserve Bank of Australia December 2005 - November 2006
Colonial First State August 2000 - December 2005
Skills
Investment Banking, FX Options, Business Analysis, Fixed Income, Banking, Prime Brokerage, Trading Systems, Stakeholder Management, Operational Risk..., Project Management, Project Management Tools, Testing, Regression Testing, Test Management, User Acceptance Testing, Manual Testing, Equities
Education
Charles Sturt University 2010 — 2012
Graduate Diploma in Project Management, Project Management
Charles Sturt University 2004 — 2007
Bachelor of Business (Finance), Business Finance
Charles Sturt University
Graduate Certificate in Project Management, Project Management
Credit Suisse December 2014 - Present
Credit Suisse August 2011 - December 2014
JPMorgan November 2006 - August 2011
Reserve Bank of Australia December 2005 - November 2006
Colonial First State August 2000 - December 2005
Skills
Investment Banking, FX Options, Business Analysis, Fixed Income, Banking, Prime Brokerage, Trading Systems, Stakeholder Management, Operational Risk..., Project Management, Project Management Tools, Testing, Regression Testing, Test Management, User Acceptance Testing, Manual Testing, Equities
Education
Charles Sturt University 2010 — 2012
Graduate Diploma in Project Management, Project Management
Charles Sturt University 2004 — 2007
Bachelor of Business (Finance), Business Finance
Charles Sturt University
Graduate Certificate in Project Management, Project Management
Michael Yun's JPMorgan Experience November 2007 - July 2011
Job Business Operations & Human Resources Manager at Duke University
Industry Executive Office
Experience
Duke University Athletics July 2015 - Present
LiNK: Liberty in North Korea April 2013 - June 2015
Bank of America Merrill Lynch July 2011 - March 2013
JPMorgan November 2007 - July 2011
FXCM 2003 - 2007
Skills
FX Options, Prime Brokerage, Hedge Funds, Options, Derivatives, Alternative Investments, Portfolio Management, Capital Markets, Equities, Fixed Income, Trading Systems, Finance, Trading, Asset Management, Investments
Education
Clark University
BS, Economics
Wheaton College 1997 — 1999
Duke University Athletics July 2015 - Present
LiNK: Liberty in North Korea April 2013 - June 2015
Bank of America Merrill Lynch July 2011 - March 2013
JPMorgan November 2007 - July 2011
FXCM 2003 - 2007
Skills
FX Options, Prime Brokerage, Hedge Funds, Options, Derivatives, Alternative Investments, Portfolio Management, Capital Markets, Equities, Fixed Income, Trading Systems, Finance, Trading, Asset Management, Investments
Education
Clark University
BS, Economics
Wheaton College 1997 — 1999
Anthony Feenick's JPMorgan Experience July 2010 - July 2013
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
J.P. Morgan July 2013 - July 2015
JPMorgan July 2010 - July 2013
Morgan Stanley June 2007 - August 2007
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
Northwestern University 2006 — 2010
BA, Economics, Political Science
Pingry
Pingry
J.P. Morgan July 2013 - July 2015
JPMorgan July 2010 - July 2013
Morgan Stanley June 2007 - August 2007
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
Northwestern University 2006 — 2010
BA, Economics, Political Science
Pingry
Pingry
Elliott Strott's JPMorgan Experience September 2007 - October 2011
Job Sr. Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2014 - Present
Wild Wing Cafe April 2013 - July 2014
Piggly Wiggly Carolina October 2011 - April 2013
JPMorgan September 2007 - October 2011
Auxadi 2007 - 2007
Skills
Fixed Income, Credit Derivatives, Emerging Markets, KYC, Derivatives, Investment Banking, Valuation, Prime Brokerage, Credit, Rates, Financial Analysis, Hedge Funds, Financial Markets, Corporate Finance, CDS, Bloomberg, Capital Markets, Swaps, Equities, Middle Office, Finance, Private Equity, Credit Analysis, Investments, Strategic Financial..., Analysis, Business Valuation, Commodity, Accounting, Business Strategy, Financial Modeling, Loans
Education
Universidad Carlos III de Madrid 2006 — 2007
MBA
College of Charleston 2002 — 2006
Bachelor of Science, International Business/Spanish
The Citadel
Booz Allen Hamilton July 2014 - Present
Wild Wing Cafe April 2013 - July 2014
Piggly Wiggly Carolina October 2011 - April 2013
JPMorgan September 2007 - October 2011
Auxadi 2007 - 2007
Skills
Fixed Income, Credit Derivatives, Emerging Markets, KYC, Derivatives, Investment Banking, Valuation, Prime Brokerage, Credit, Rates, Financial Analysis, Hedge Funds, Financial Markets, Corporate Finance, CDS, Bloomberg, Capital Markets, Swaps, Equities, Middle Office, Finance, Private Equity, Credit Analysis, Investments, Strategic Financial..., Analysis, Business Valuation, Commodity, Accounting, Business Strategy, Financial Modeling, Loans
Education
Universidad Carlos III de Madrid 2006 — 2007
MBA
College of Charleston 2002 — 2006
Bachelor of Science, International Business/Spanish
The Citadel
Vince Spina, ACE's JPMorgan Experience July 2002 - October 2011
Job Prof at College of DuPage
Industry Information Technology and Services
Experience
College of DuPage September 1986 - Present
JPMorgan July 2002 - October 2011
JPMorgan Chase July 2002 - June 2010
Bell Labs Lucent Technologies August 1969 - July 2001
Skills
Agile Methodologies, Linux, Leadership, Higher Education, E-Learning, Customer Service, C, Business Intelligence, Business Strategy, Management, Microsoft Excel, Microsoft Office, Networking, Operating Systems, Software Engineering, Strategy, Teaching, Team Building, TCP/IP, Testing, Training, Web Development, VoIP, Security, SQL, SDLC, Public Speaking, Management Consulting, Leadership Development, Instructional Design, Coaching, C, Architecture
Education
Northern Illinois University 1980 — 1984
BS, Computer Science/Business Admin.
College of DuPage 1973 — 1980
AA, Computer Science
College of DuPage
ACE, Access Data Computer Forensics Examiner
College of DuPage September 1986 - Present
JPMorgan July 2002 - October 2011
JPMorgan Chase July 2002 - June 2010
Bell Labs Lucent Technologies August 1969 - July 2001
Skills
Agile Methodologies, Linux, Leadership, Higher Education, E-Learning, Customer Service, C, Business Intelligence, Business Strategy, Management, Microsoft Excel, Microsoft Office, Networking, Operating Systems, Software Engineering, Strategy, Teaching, Team Building, TCP/IP, Testing, Training, Web Development, VoIP, Security, SQL, SDLC, Public Speaking, Management Consulting, Leadership Development, Instructional Design, Coaching, C, Architecture
Education
Northern Illinois University 1980 — 1984
BS, Computer Science/Business Admin.
College of DuPage 1973 — 1980
AA, Computer Science
College of DuPage
ACE, Access Data Computer Forensics Examiner
Joy Song's JPMorgan Experience July 2007 - March 2013
Job Cybersecurity Researcher
Industry Information Technology and Services
Experience
New York County District Attorney's Office May 2014 - January 2015
NY State Governor's Executive Chamber June 2013 - August 2013
Research Foundation of CUNY April 2012 - May 2013
JPMorgan July 2007 - March 2013
Nomura Securities International January 2005 - July 2007
Nomura Securities International July 2001 - August 2003
Morgan Stanley Smith Barney June 1998 - June 2001
Princeton Information September 1997 - June 1998
Cornell University October 1995 - May 1996
PriceWaterhouseCoopers LLP February 1994 - August 1995
Skills
SDLC, Sybase, Testing, Business Requirements, Business Analysis, Software Documentation, Analysis, Unix Shell Scripting, Fixed Income, Databases, Programming, Risk Management, VBA, Graphic Design, CRM, Visual Basic, Management, Web Development, HTML, Java, Finance, Banking, Research, SQL, Leadership, Visio, Security, Integration, SharePoint, Software Project..., Vendor Management, System Administration, Software Development, Unix, Disaster Recovery, Business Continuity, Networking, Network Security, Enterprise Architecture, Computer Security, Information Security..., IT Strategy, Penetration Testing, Information Security
Education
John Jay College of Criminal Justice 2010 — 2014
Master of Science (MS)
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Ecole Supérieur de Commerce de Rouen 2003 — 2004
Graduate Certificate
Cornell University
BA
New York County District Attorney's Office May 2014 - January 2015
NY State Governor's Executive Chamber June 2013 - August 2013
Research Foundation of CUNY April 2012 - May 2013
JPMorgan July 2007 - March 2013
Nomura Securities International January 2005 - July 2007
Nomura Securities International July 2001 - August 2003
Morgan Stanley Smith Barney June 1998 - June 2001
Princeton Information September 1997 - June 1998
Cornell University October 1995 - May 1996
PriceWaterhouseCoopers LLP February 1994 - August 1995
Skills
SDLC, Sybase, Testing, Business Requirements, Business Analysis, Software Documentation, Analysis, Unix Shell Scripting, Fixed Income, Databases, Programming, Risk Management, VBA, Graphic Design, CRM, Visual Basic, Management, Web Development, HTML, Java, Finance, Banking, Research, SQL, Leadership, Visio, Security, Integration, SharePoint, Software Project..., Vendor Management, System Administration, Software Development, Unix, Disaster Recovery, Business Continuity, Networking, Network Security, Enterprise Architecture, Computer Security, Information Security..., IT Strategy, Penetration Testing, Information Security
Education
John Jay College of Criminal Justice 2010 — 2014
Master of Science (MS)
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Ecole Supérieur de Commerce de Rouen 2003 — 2004
Graduate Certificate
Cornell University
BA
Melissa Goldsmith's JPMorgan Experience 1998 - 2001
Job Electronifie
Industry Capital Markets
Experience
Electronifie April 2014 - Present
Credit Suisse 2012 - November 2013
Deutsche Bank 2001 - April 2012
JPMorgan 1998 - 2001
Citicorp Securities Inc. 1994 - 1997
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Bonds, Structured Products, Portfolio Management, Financial Markets, FX Options, Alternative Investments, Valuation, Interest Rate..., Financial Modeling, Credit Derivatives, Equity Derivatives, Emerging Markets, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Northwestern University 1989 — 1993
Bachelor of Arts (BA), Economics
Electronifie April 2014 - Present
Credit Suisse 2012 - November 2013
Deutsche Bank 2001 - April 2012
JPMorgan 1998 - 2001
Citicorp Securities Inc. 1994 - 1997
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Bonds, Structured Products, Portfolio Management, Financial Markets, FX Options, Alternative Investments, Valuation, Interest Rate..., Financial Modeling, Credit Derivatives, Equity Derivatives, Emerging Markets, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Northwestern University 1989 — 1993
Bachelor of Arts (BA), Economics
David Jordan's JPMorgan Experience June 2006 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan June 2006 - Present
Bank of America 2001 - June 2006
Skills
Derivatives, Equities, FX Options, Financial Modeling, Fixed Income, Foreign Exchange, Investment Banking, Capital Markets, Bloomberg, Corporate Finance
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts, Economics
JPMorgan June 2006 - Present
Bank of America 2001 - June 2006
Skills
Derivatives, Equities, FX Options, Financial Modeling, Fixed Income, Foreign Exchange, Investment Banking, Capital Markets, Bloomberg, Corporate Finance
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts, Economics
Branden Windle's JPMorgan Experience May 2012 - October 2013
Job Founder & CEO at Crowdy
Industry Financial Services
Experience
Hammerstone Capital August 2015 - Present
Crowdy October 2013 - Present
JPMorgan May 2012 - October 2013
Skills
Equities, Financial Modeling, Bloomberg, Investment Banking, Valuation, Management
Education
Claremont McKenna College 2007 — 2011
Government and Economics
Aquinas High School
Hammerstone Capital August 2015 - Present
Crowdy October 2013 - Present
JPMorgan May 2012 - October 2013
Skills
Equities, Financial Modeling, Bloomberg, Investment Banking, Valuation, Management
Education
Claremont McKenna College 2007 — 2011
Government and Economics
Aquinas High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS