JPMorgan Company
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Employees
Employee
Years
Job
Industry
Cory Blenkush Cory Blenkush's JPMorgan Experience May 2008 - September 2008
Job Financial Analyst at UnitedHealth Group
Industry Electrical/Electronic Manufacturing
Experience
UnitedHealth Group August 2015 - Present
UnitedHealth Group August 2014 - August 2015
Minco Products, Inc April 2014 - July 2014
Spud Golf LLC September 2010 - August 2013
The McTigue Financial Group December 2009 - March 2010
DePaul Athletics September 2009 - March 2010
DePaul University September 2005 - March 2010
The First Tee of Chicago June 2009 - September 2009
DePaul Athletics September 2005 - June 2009
JPMorgan May 2008 - September 2008
Skills
Investments, Accounting, Golf, Microsoft Applications, Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
DePaul University 2005 — 2010
Bachelor of Science of Commerce, Finance, Accountancy - Honors
Wayzata High School 2001 — 2005
UnitedHealth Group August 2015 - Present
UnitedHealth Group August 2014 - August 2015
Minco Products, Inc April 2014 - July 2014
Spud Golf LLC September 2010 - August 2013
The McTigue Financial Group December 2009 - March 2010
DePaul Athletics September 2009 - March 2010
DePaul University September 2005 - March 2010
The First Tee of Chicago June 2009 - September 2009
DePaul Athletics September 2005 - June 2009
JPMorgan May 2008 - September 2008
Skills
Investments, Accounting, Golf, Microsoft Applications, Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
DePaul University 2005 — 2010
Bachelor of Science of Commerce, Finance, Accountancy - Honors
Wayzata High School 2001 — 2005
Kim B. Huebner, ASA, CFA Kim B. Huebner, ASA, CFA's JPMorgan Experience May 2001 - June 2009
Job Senior Vice President and Senior Portfolio Manager
Industry Capital Markets
Experience
First Midwest Bank December 2010 - Present
DeVry Inc. September 2009 - December 2011
CBIZ Valuation Group, LLC June 2009 - July 2010
JPMorgan May 2001 - June 2009
Bank One 2001 - 2003
ValueQuest, Inc. June 1999 - May 2001
PricewaterhouseCoopers 1997 - 1999
RSM McGladrey (formerly Altschuler, Melvoin & Glasser) 1993 - 1997
Deloitte 1992 - 1993
Arthur Andersen & Co. 1987 - 1990
Skills
Valuation, Banking, Investment Banking, Equities, Asset Allocation, Mutual Funds, Financial Modeling, Portfolio Management, Financial Analysis, Securities, Investment Strategies, Asset Management, Risk Management, Corporate Finance, Wealth Management, Finance, Mergers & Acquisitions, Investments, Economics, Business Valuation, Options, Capital Markets, Private Equity, Financial Reporting, Fixed Income, Alternative Investments, Due Diligence, Derivatives, Estate Planning, Investment Advisory, Financial Structuring, Financial Advisory, Management, Financial Risk, Financial Services, Financial Planning, Investment Management, Equity Valuation
Education
University of Chicago 1992 — 1996
MBA, Finance, International Economics
DePaul University 1983 — 1987
B.S., Finance
First Midwest Bank December 2010 - Present
DeVry Inc. September 2009 - December 2011
CBIZ Valuation Group, LLC June 2009 - July 2010
JPMorgan May 2001 - June 2009
Bank One 2001 - 2003
ValueQuest, Inc. June 1999 - May 2001
PricewaterhouseCoopers 1997 - 1999
RSM McGladrey (formerly Altschuler, Melvoin & Glasser) 1993 - 1997
Deloitte 1992 - 1993
Arthur Andersen & Co. 1987 - 1990
Skills
Valuation, Banking, Investment Banking, Equities, Asset Allocation, Mutual Funds, Financial Modeling, Portfolio Management, Financial Analysis, Securities, Investment Strategies, Asset Management, Risk Management, Corporate Finance, Wealth Management, Finance, Mergers & Acquisitions, Investments, Economics, Business Valuation, Options, Capital Markets, Private Equity, Financial Reporting, Fixed Income, Alternative Investments, Due Diligence, Derivatives, Estate Planning, Investment Advisory, Financial Structuring, Financial Advisory, Management, Financial Risk, Financial Services, Financial Planning, Investment Management, Equity Valuation
Education
University of Chicago 1992 — 1996
MBA, Finance, International Economics
DePaul University 1983 — 1987
B.S., Finance
Bayard Friedman Bayard Friedman's JPMorgan Experience May 2006 - August 2006
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
CIC Partners July 2010 - Present
Bain & Company July 2007 - July 2010
JPMorgan May 2006 - August 2006
Skills
Private Equity, Investments, Business Strategy, Due Diligence, Mergers, Corporate Finance, Alternative Investments, Financial Analysis
Education
Duke University 2003 — 2007
B.S., Economics
CIC Partners July 2010 - Present
Bain & Company July 2007 - July 2010
JPMorgan May 2006 - August 2006
Skills
Private Equity, Investments, Business Strategy, Due Diligence, Mergers, Corporate Finance, Alternative Investments, Financial Analysis
Education
Duke University 2003 — 2007
B.S., Economics
Gregory Bossert Gregory Bossert's JPMorgan Experience 1999 - 2000
Job Vice President, Information Services at US LBM Holdings LLC
Industry Building Materials
Experience
US LBM Holdings LLC January 2014 - Present
Universal Supply Co. 2005 - December 2013
Stock Building Supply February 2006 - January 2010
601 Information Systems March 2001 - May 2005
JPMorgan 1999 - 2000
Skills
Web Development, Business Intelligence, E-commerce, SQL, Databases, IT Management, Data Warehousing, Information Technology, ETL, Integration, Disaster Recovery, Mergers & Acquisitions, QlikView, Project Management
Education
University of Wisconsin-Madison 2013 — 2014
Green Belt in Lean Six Sigma
Drexel University - College of Business and Administration 1996 — 2000
BS - Business Administration
US LBM Holdings LLC January 2014 - Present
Universal Supply Co. 2005 - December 2013
Stock Building Supply February 2006 - January 2010
601 Information Systems March 2001 - May 2005
JPMorgan 1999 - 2000
Skills
Web Development, Business Intelligence, E-commerce, SQL, Databases, IT Management, Data Warehousing, Information Technology, ETL, Integration, Disaster Recovery, Mergers & Acquisitions, QlikView, Project Management
Education
University of Wisconsin-Madison 2013 — 2014
Green Belt in Lean Six Sigma
Drexel University - College of Business and Administration 1996 — 2000
BS - Business Administration
Udit Nagar Udit Nagar's JPMorgan Experience 2001 - 2003
Job Vice President at Coker Capital Advisors
Industry Information Technology and Services
Experience
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Matt Veenker, CFA, CFP® Matt Veenker, CFA, CFP®'s JPMorgan Experience December 1994 - September 2010
Job Senior Portfolio Manager at First National Bank of Colorado
Industry Financial Services
Experience
First National Bank of Colorado March 2013 - Present
SMG Partners December 2011 - February 2013
Lara, Shull & May February 2011 - November 2011
JPMorgan December 1994 - September 2010
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Estate Planning, Asset Management, Retirement, Strategic Financial..., Private Equity, Investment Management, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2001
MBA, Management Information Systems
Northern Illinois University 1990 — 1992
Bachelor of Science, Finance
First National Bank of Colorado March 2013 - Present
SMG Partners December 2011 - February 2013
Lara, Shull & May February 2011 - November 2011
JPMorgan December 1994 - September 2010
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Estate Planning, Asset Management, Retirement, Strategic Financial..., Private Equity, Investment Management, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2001
MBA, Management Information Systems
Northern Illinois University 1990 — 1992
Bachelor of Science, Finance
Ruth Ferguson Ruth Ferguson's JPMorgan Experience 1992 - 2007
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Merrill Lynch March 2007 - June 2010
JPMorgan 1992 - 2007
JP Morgan 1992 - 2007
JP Morgan Chase 1992 - 2006
Skills
Investment Banking, Fixed Income, Equities, Performance Management, Employee Relations, Investments, Human Resources, Deferred Compensation, Management, Capital Markets, Executive Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Dickinson College 1988 — 1992
BA, Economics
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Merrill Lynch March 2007 - June 2010
JPMorgan 1992 - 2007
JP Morgan 1992 - 2007
JP Morgan Chase 1992 - 2006
Skills
Investment Banking, Fixed Income, Equities, Performance Management, Employee Relations, Investments, Human Resources, Deferred Compensation, Management, Capital Markets, Executive Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Dickinson College 1988 — 1992
BA, Economics
Fred Grosskopf Fred Grosskopf's JPMorgan Experience January 2000 - September 2005
Job Finance Manager at JPMChase
Industry Banking
Experience
JPMorganChase 2004 - Present
JPMorgan January 2000 - September 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
Lyons Township High School 1978 — 1982
JPMorganChase 2004 - Present
JPMorgan January 2000 - September 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
Lyons Township High School 1978 — 1982
Jennifer Rice Jennifer Rice's JPMorgan Experience September 1997 - January 2004
Job Vice President, Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2011 - July 2015
Fidelity Investments January 2010 - January 2011
Fidelity Investments September 2005 - January 2010
Dartmouth Hitchcock Medical Center March 2004 - June 2005
JPMorgan September 1997 - January 2004
Skills
Program Management, PMO, Portfolio Management, Business Analysis, Requirements Analysis, Process Improvement, Agile Methodologies, Project Management, Management, SDLC, Leadership, E-commerce, Project Planning, Business Development, Software Project..., IT Strategy, Business Process..., Project Portfolio..., Business Requirements, Agile Project Management, Product Management
Education
Dartmouth College 2004 — 2006
Masters, Arts & Liberal Studies
Georgetown University 1992 — 1996
Bachelor of Science (BS), Psychology
Fidelity Investments January 2011 - July 2015
Fidelity Investments January 2010 - January 2011
Fidelity Investments September 2005 - January 2010
Dartmouth Hitchcock Medical Center March 2004 - June 2005
JPMorgan September 1997 - January 2004
Skills
Program Management, PMO, Portfolio Management, Business Analysis, Requirements Analysis, Process Improvement, Agile Methodologies, Project Management, Management, SDLC, Leadership, E-commerce, Project Planning, Business Development, Software Project..., IT Strategy, Business Process..., Project Portfolio..., Business Requirements, Agile Project Management, Product Management
Education
Dartmouth College 2004 — 2006
Masters, Arts & Liberal Studies
Georgetown University 1992 — 1996
Bachelor of Science (BS), Psychology
Donna Ayers-Alexader's JPMorgan Experience 1998 - 2001
Job Senior Secretary II at University of Delaware
Industry Education Management
Experience
University of Delaware November 2010 - Present
Girl Scouts of the USA 2011 - 2014
Blood Bank of Delmarva 2000 - 2005
JPMorgan 1998 - 2001
Skills
Higher Education, Community Outreach, Student Affairs, Student Development, Admissions, Event Planning, Program Development, Career Counseling, Nonprofits, Teaching, Research, Volunteer Management, Public Speaking, Grant Writing, Tutoring, Fundraising, Academic Advising, Microsoft Excel
Education
Delaware Technical and Community College-Stanton-Wilmington
University of Delaware November 2010 - Present
Girl Scouts of the USA 2011 - 2014
Blood Bank of Delmarva 2000 - 2005
JPMorgan 1998 - 2001
Skills
Higher Education, Community Outreach, Student Affairs, Student Development, Admissions, Event Planning, Program Development, Career Counseling, Nonprofits, Teaching, Research, Volunteer Management, Public Speaking, Grant Writing, Tutoring, Fundraising, Academic Advising, Microsoft Excel
Education
Delaware Technical and Community College-Stanton-Wilmington
Jamorah Kai Stansbury Jamorah Kai Stansbury's JPMorgan Experience January 1999 - March 2010
Job Project Manager at Barclays
Industry Accounting
Experience
JPMorgan Chase September 2013 - January 2015
Barclays 2015 - 2015
Barclays 2015 - 2015
JPMorgan Chase April 2013 - September 2013
BlackRock November 2010 - May 2012
JPMorgan January 1999 - March 2010
Applied Card 1992 - 1999
Skills
Event Planning, Management, Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Risk Management, Business Analysis, Banking, Portfolio Management, Asset Management, Middle Office, Financial Risk, Credit Derivatives, FX Options, Project Management, Bloomberg, Interest Rate..., Investments, Leadership, Credit
Education
PDI Institue for Wedding Planners 2006 — 2007
Certificate, Wedding and Event Planning
Delaware State University 1995 — 1999
Yes, Foreign Language Education
JPMorgan Chase September 2013 - January 2015
Barclays 2015 - 2015
Barclays 2015 - 2015
JPMorgan Chase April 2013 - September 2013
BlackRock November 2010 - May 2012
JPMorgan January 1999 - March 2010
Applied Card 1992 - 1999
Skills
Event Planning, Management, Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Risk Management, Business Analysis, Banking, Portfolio Management, Asset Management, Middle Office, Financial Risk, Credit Derivatives, FX Options, Project Management, Bloomberg, Interest Rate..., Investments, Leadership, Credit
Education
PDI Institue for Wedding Planners 2006 — 2007
Certificate, Wedding and Event Planning
Delaware State University 1995 — 1999
Yes, Foreign Language Education
Judit Lukashevich Judit Lukashevich's JPMorgan Experience March 2004 - February 2013
Job Enteprise IT QA Technical Services Director
Industry Information Technology and Services
Experience
Lincoln Financial Group February 2013 - Present
JPMorgan March 2004 - February 2013
IT Quality Group October 2001 - November 2004
JPMorgan Chase April 2003 - March 2004
JPMorgan Chase June 2002 - February 2003
ABN AMRO Bank N.V. April 2002 - June 2002
Skills
JIRA, SDLC, Banking, LoadRunner, QTP, Performance Center, Topaz, VMware, VirtualPC, Rational ClearCase, Rational ClearQuest, Confluence, Subversion, Agile Testing, C, Java, VBScript, Oracle SQL, WebServices, HTML/XML, Performance Testing, SQL, Test Management, Agile Methodologies, Quality Assurance, Quality Center, ClearQuest, Oracle, Databases, Testing, Regression Testing, Automation, Integration, Defect Tracking, Test Automation, ClearCase, Manual Testing, WinRunner, Web Services, Software Quality..., Requirements Analysis, HP QTP, HP Quality Center, System Testing, Waterfall, Test Strategy
Education
DePaul University 2000 — 2002
Master's degree, Distributed Systems
Gödöllő Agrártudományi Egyetem 1996 — 1999
Bachelor's degree, Accounting and Finance
Lincoln Financial Group February 2013 - Present
JPMorgan March 2004 - February 2013
IT Quality Group October 2001 - November 2004
JPMorgan Chase April 2003 - March 2004
JPMorgan Chase June 2002 - February 2003
ABN AMRO Bank N.V. April 2002 - June 2002
Skills
JIRA, SDLC, Banking, LoadRunner, QTP, Performance Center, Topaz, VMware, VirtualPC, Rational ClearCase, Rational ClearQuest, Confluence, Subversion, Agile Testing, C, Java, VBScript, Oracle SQL, WebServices, HTML/XML, Performance Testing, SQL, Test Management, Agile Methodologies, Quality Assurance, Quality Center, ClearQuest, Oracle, Databases, Testing, Regression Testing, Automation, Integration, Defect Tracking, Test Automation, ClearCase, Manual Testing, WinRunner, Web Services, Software Quality..., Requirements Analysis, HP QTP, HP Quality Center, System Testing, Waterfall, Test Strategy
Education
DePaul University 2000 — 2002
Master's degree, Distributed Systems
Gödöllő Agrártudományi Egyetem 1996 — 1999
Bachelor's degree, Accounting and Finance
Peter Ham Peter Ham's JPMorgan Experience September 1983 - March 1986
Job Experienced Wealth Management executive and small business investor
Industry Information Services
Experience
Belrose Pharma, Inc. July 2014 - Present
Advance Funding, LLC January 2014 - Present
Wine Roots LLC February 2012 - Present
HighGate Partners LLC June 2012 - December 2013
UBS Wealth Management September 2006 - December 2011
Merrill Lynch March 1993 - July 2006
The Boston Company May 1986 - August 1993
JPMorgan September 1983 - March 1986
Skills
Wealth Management, Structured Products, Equity Derivatives, FX Options, Securities, Trading, Equities, Trading Systems, Private Banking, Financial Structuring, Capital Markets, Hedging, Investment Banking, Fixed Income, Hedge Funds, Financial Services, Alternative Investments, Asset Management, Investments, Derivatives, Emerging Markets, Asset Allocation, Investment Advisory, Portfolio Management, Financial Markets, Wealth Management..., Investment Strategies, Bloomberg, Bonds, Investment Management, Private Equity, Options, Series 7, Fund Of Funds
Education
Dartmouth College 1979 — 1983
BA, English Lit.
Stowe School 1974 — 1979
O and A levels
Belrose Pharma, Inc. July 2014 - Present
Advance Funding, LLC January 2014 - Present
Wine Roots LLC February 2012 - Present
HighGate Partners LLC June 2012 - December 2013
UBS Wealth Management September 2006 - December 2011
Merrill Lynch March 1993 - July 2006
The Boston Company May 1986 - August 1993
JPMorgan September 1983 - March 1986
Skills
Wealth Management, Structured Products, Equity Derivatives, FX Options, Securities, Trading, Equities, Trading Systems, Private Banking, Financial Structuring, Capital Markets, Hedging, Investment Banking, Fixed Income, Hedge Funds, Financial Services, Alternative Investments, Asset Management, Investments, Derivatives, Emerging Markets, Asset Allocation, Investment Advisory, Portfolio Management, Financial Markets, Wealth Management..., Investment Strategies, Bloomberg, Bonds, Investment Management, Private Equity, Options, Series 7, Fund Of Funds
Education
Dartmouth College 1979 — 1983
BA, English Lit.
Stowe School 1974 — 1979
O and A levels
Carolyn Levine Lanzetta's JPMorgan Experience September 2000 - February 2008
Job Cofounder, Plum Print
Industry Internet
Experience
Plum Print October 2011 - Present
JPMorgan September 2000 - February 2008
Skills
Investments, Start-ups, Asset Management, Risk Management, Hedge Funds, Equities, Valuation, Options, Private Equity, Bonds, Electronic Trading, Fixed Income, Equity Derivatives, Series 7, Business Development, Financial Modeling, Capital Markets, Venture Capital, Investment Banking, Equity Trading, Entrepreneurship, New Business Development, Trading
Education
Dartmouth College 1996 — 2000
BA
The Lawrenceville School 1992 — 1996
Plum Print October 2011 - Present
JPMorgan September 2000 - February 2008
Skills
Investments, Start-ups, Asset Management, Risk Management, Hedge Funds, Equities, Valuation, Options, Private Equity, Bonds, Electronic Trading, Fixed Income, Equity Derivatives, Series 7, Business Development, Financial Modeling, Capital Markets, Venture Capital, Investment Banking, Equity Trading, Entrepreneurship, New Business Development, Trading
Education
Dartmouth College 1996 — 2000
BA
The Lawrenceville School 1992 — 1996
Rebekah Cole Rebekah Cole's JPMorgan Experience 2003 - 2006
Job Business Product and Risk Management, Business Analyst
Industry Financial Services
Experience
BNYMellon December 2006 - Present
JPMorgan 2003 - 2006
BankOne/First Chicago 1998 - 2003
Skills
Spanish (Intermediate), Innovation Development, Interdepartmental..., Business Analytics, Securities, Investments, Mutual Funds, Portfolio Management, Revenue Analysis, Metrics Reporting, Financial Services, Web Development, Predictive Analytics, Capital Markets, Banking, Risk Management, Project Management, Database Design, Statistical Modeling
Education
DePaul University 2011 — 2014
Bachelor's Degree, Business Administration and Management, in the Contemporary Workplace, Honors Graduate
BNYMellon December 2006 - Present
JPMorgan 2003 - 2006
BankOne/First Chicago 1998 - 2003
Skills
Spanish (Intermediate), Innovation Development, Interdepartmental..., Business Analytics, Securities, Investments, Mutual Funds, Portfolio Management, Revenue Analysis, Metrics Reporting, Financial Services, Web Development, Predictive Analytics, Capital Markets, Banking, Risk Management, Project Management, Database Design, Statistical Modeling
Education
DePaul University 2011 — 2014
Bachelor's Degree, Business Administration and Management, in the Contemporary Workplace, Honors Graduate
Timothy Hanlon Timothy Hanlon's JPMorgan Experience 1995 - 2008
Job TD Securities US Rates and Trading
Industry Financial Services
Experience
TD Bank August 2009 - Present
Bear Stearns September 1995 - June 2010
Bear Stearns September 1995 - August 2008
Bear Stearns September 1995 - August 2008
JPMorgan 1995 - 2008
Sanwa, BGK June 1991 - September 1995
Sanwa Securities 1991 - 1995
Skills
Securities, Equities, Fixed Income, Portfolio Management, Trading, Investment Banking, Hedge Funds, Bonds, Treasury, Investments, Financial Risk, Finance, Structured Finance, Emerging Markets, Capital Markets, Credit Derivatives, Derivatives, Prime Brokerage, Management
Education
DeSales University 1987 — 1991
Business MGMT
Holmdel High school 1984 — 1987
TD Bank August 2009 - Present
Bear Stearns September 1995 - June 2010
Bear Stearns September 1995 - August 2008
Bear Stearns September 1995 - August 2008
JPMorgan 1995 - 2008
Sanwa, BGK June 1991 - September 1995
Sanwa Securities 1991 - 1995
Skills
Securities, Equities, Fixed Income, Portfolio Management, Trading, Investment Banking, Hedge Funds, Bonds, Treasury, Investments, Financial Risk, Finance, Structured Finance, Emerging Markets, Capital Markets, Credit Derivatives, Derivatives, Prime Brokerage, Management
Education
DeSales University 1987 — 1991
Business MGMT
Holmdel High school 1984 — 1987
Dennis Fink Dennis Fink's JPMorgan Experience 2005 - 2012
Job Director Information Risk Governance and Risk Intelligence at Santander Consumer USA Inc.
Industry Information Technology and Services
Experience
Santander Consumer USA Inc. January 2015 - Present
Business Integration Solutions LLC 2013 - Present
JPMorgan 2005 - 2012
Capital One Auto Finance 2003 - 2005
PathMaker Group 2004 - 2004
Cambridge Integration Services Group 2003 - 2003
Sprint 2001 - 2002
Cambridge Technology Partners 2000 - 2000
Accenture 1990 - 2000
Accenture 1990 - 2000
Skills
PMO, Process Improvement, Outsourcing, Business Analysis, Vendor Management, Security, Enterprise Architecture, Program Management, SDLC, Risk Management, Portfolio Management, Business Development, Disaster Recovery, Strategy, Information Technology, Business Continuity, IT Management, Team Management, IT Strategy, PMP, Business Process..., Business Process, Project Portfolio..., Requirements Analysis, CRM, Governance, Project Delivery, Business Transformation, Financial Services, Personal Data Protection, Security Incident &..., SSAE 16, SOX 404, Agile Methodolgy, Vendor Audit, Standards Compliance, Information Security, Financial Risk, Software Development, Quality Assurance, Resource Management, Business Requirements, Leadership, Start-ups, Analytics, Infrastructure, IT Risk Management, Project Management
Education
DeVry University-Texas
Bachelor of Science (B.S.), Computer Information Systems (CIS)
Santander Consumer USA Inc. January 2015 - Present
Business Integration Solutions LLC 2013 - Present
JPMorgan 2005 - 2012
Capital One Auto Finance 2003 - 2005
PathMaker Group 2004 - 2004
Cambridge Integration Services Group 2003 - 2003
Sprint 2001 - 2002
Cambridge Technology Partners 2000 - 2000
Accenture 1990 - 2000
Accenture 1990 - 2000
Skills
PMO, Process Improvement, Outsourcing, Business Analysis, Vendor Management, Security, Enterprise Architecture, Program Management, SDLC, Risk Management, Portfolio Management, Business Development, Disaster Recovery, Strategy, Information Technology, Business Continuity, IT Management, Team Management, IT Strategy, PMP, Business Process..., Business Process, Project Portfolio..., Requirements Analysis, CRM, Governance, Project Delivery, Business Transformation, Financial Services, Personal Data Protection, Security Incident &..., SSAE 16, SOX 404, Agile Methodolgy, Vendor Audit, Standards Compliance, Information Security, Financial Risk, Software Development, Quality Assurance, Resource Management, Business Requirements, Leadership, Start-ups, Analytics, Infrastructure, IT Risk Management, Project Management
Education
DeVry University-Texas
Bachelor of Science (B.S.), Computer Information Systems (CIS)
Goreleigh Willis Goreleigh Willis's JPMorgan Experience August 2003 - August 2007
Job Investment Banking Associate at Lazard
Industry Investment Banking
Experience
Lazard May 2014 - Present
Cornell University July 2012 - May 2014
Lazard May 2013 - August 2013
The Fellowship Initiative July 2010 - July 2013
Management Leadership for Tomorrow March 2011 - July 2012
JPMorgan Private Bank September 2007 - July 2012
Cypress Hills Local Development Corporation April 2009 - June 2012
JPMorgan August 2003 - August 2007
Clinton Global Initiative 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Swarthmore College 1999 — 2003
BA
The Chinese University of Hong Kong 2001 — 2001
IASP
The Lawrenceville School 1995 — 1999
High School
Lazard May 2014 - Present
Cornell University July 2012 - May 2014
Lazard May 2013 - August 2013
The Fellowship Initiative July 2010 - July 2013
Management Leadership for Tomorrow March 2011 - July 2012
JPMorgan Private Bank September 2007 - July 2012
Cypress Hills Local Development Corporation April 2009 - June 2012
JPMorgan August 2003 - August 2007
Clinton Global Initiative 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Swarthmore College 1999 — 2003
BA
The Chinese University of Hong Kong 2001 — 2001
IASP
The Lawrenceville School 1995 — 1999
High School
Joe Booz Joe Booz's JPMorgan Experience 2002 - 2008
Job Consumer Finance Attorney
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
Trimus Financial Services, LLC 2009 - 2011
JPMorgan Chase 2002 - 2008
JPMorgan 2002 - 2008
Systems & Services Technologies, Inc. 1998 - 2008
Skills
Securities Regulation, Securitization, Structured Finance, ISDA, Securities
Education
Creighton University 1986 — 1989
JD, Law
Graceland University
JPMorgan Chase August 2012 - Present
Trimus Financial Services, LLC 2009 - 2011
JPMorgan Chase 2002 - 2008
JPMorgan 2002 - 2008
Systems & Services Technologies, Inc. 1998 - 2008
Skills
Securities Regulation, Securitization, Structured Finance, ISDA, Securities
Education
Creighton University 1986 — 1989
JD, Law
Graceland University
David Espinoza David Espinoza's JPMorgan Experience August 1999 - June 2009
Job Experienced Investment Portfolio Manager
Industry Investment Management
Experience
The PrivateBank April 2011 - January 2015
JP Morgan April 2010 - April 2011
JPMorgan August 1999 - June 2009
Harris Bank April 1993 - August 1999
Skills
Portfolio Management, Wealth Management, Relationship Management, Investments, Banking, Financial Services, Asset Allocation, Asset Management, Finance, Strategy, Series 63, High Net Worth..., Risk Management, Management, Alternative Investments, Investment Management, Hedge Funds, CRM, Series 7, Fixed Income, Asset Managment, Private Banking, New Business Development, Capital Markets, Mutual Funds, Credit Analysis
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1999
MBA, Finance & Economics
DePaul University 1981 — 1987
BS, Marketing
The PrivateBank April 2011 - January 2015
JP Morgan April 2010 - April 2011
JPMorgan August 1999 - June 2009
Harris Bank April 1993 - August 1999
Skills
Portfolio Management, Wealth Management, Relationship Management, Investments, Banking, Financial Services, Asset Allocation, Asset Management, Finance, Strategy, Series 63, High Net Worth..., Risk Management, Management, Alternative Investments, Investment Management, Hedge Funds, CRM, Series 7, Fixed Income, Asset Managment, Private Banking, New Business Development, Capital Markets, Mutual Funds, Credit Analysis
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1999
MBA, Finance & Economics
DePaul University 1981 — 1987
BS, Marketing
Patrick Edwards Patrick Edwards's JPMorgan Experience 1997 - 2007
Job Regional Specialist at TIME Financial
Industry Financial Services
Experience
TIME Financial January 2014 - Present
JR Katz 2007 - December 2013
JPMorgan 1997 - 2007
Skills
Estate Planning, Insurance, Private Equity, Life Insurance, Mergers & Acquisitions, Employee Benefits, Small Business, Investments, Financial Advisory, Portfolio Management, Wealth, Mutual Funds
Education
DePaul University College of Law 1977 — 1980
JD, Law
Kenyon College 1973 — 1977
Bachelor of Arts (BA)
lake forest high school
TIME Financial January 2014 - Present
JR Katz 2007 - December 2013
JPMorgan 1997 - 2007
Skills
Estate Planning, Insurance, Private Equity, Life Insurance, Mergers & Acquisitions, Employee Benefits, Small Business, Investments, Financial Advisory, Portfolio Management, Wealth, Mutual Funds
Education
DePaul University College of Law 1977 — 1980
JD, Law
Kenyon College 1973 — 1977
Bachelor of Arts (BA)
lake forest high school
Jeanie Heald Hamilton Jeanie Heald Hamilton's JPMorgan Experience August 2008 - January 2010
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2010 - Present
JPMorgan August 2008 - January 2010
Aon January 2002 - August 2008
Heller Financial 1994 - 2001
Household International 1990 - 1995
Skills
Treasury Management, Cash Management, Debt, Treasury Services, Relationship Management, Relationship Building, Cash, Banking, Commercial Paper, Finance, Financial Institutions, Financial Services, Payments, Treasury, Working Capital...
Education
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Business Administration (MBA), Finance, General
JP Morgan January 2010 - Present
JPMorgan August 2008 - January 2010
Aon January 2002 - August 2008
Heller Financial 1994 - 2001
Household International 1990 - 1995
Skills
Treasury Management, Cash Management, Debt, Treasury Services, Relationship Management, Relationship Building, Cash, Banking, Commercial Paper, Finance, Financial Institutions, Financial Services, Payments, Treasury, Working Capital...
Education
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Business Administration (MBA), Finance, General
Eric Rosiejka Eric Rosiejka's JPMorgan Experience June 2005 - May 2009
Job at
Industry Financial Services
Experience
J.P. Morgan May 2009 - Present
JPMorgan June 2005 - May 2009
TD Ameritrade August 2003 - July 2005
Chicago Board of Trade November 2001 - March 2003
TD Ameritrade March 2000 - August 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
University of Wisconsin-Madison 1995 — 1999
BS
J.P. Morgan May 2009 - Present
JPMorgan June 2005 - May 2009
TD Ameritrade August 2003 - July 2005
Chicago Board of Trade November 2001 - March 2003
TD Ameritrade March 2000 - August 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
University of Wisconsin-Madison 1995 — 1999
BS
Carrie Ohannes Carrie Ohannes's JPMorgan Experience December 2003 - February 2008
Job Chicago Public Schools/AUSL
Industry Education Management
Experience
Chicago Public Schools June 2014 - Present
Academy of Urban School Leadership (AUSL) June 2013 - June 2014
Chicago Public Schools August 2012 - June 2013
Chicago Public Schools November 2011 - August 2012
Chicago Public Schools November 2010 - November 2011
Chicago Public Schools October 2009 - November 2010
Barrington Strategic Wealth Mangement Group, formerly SWMG of Dearborn Partners March 2008 - October 2009
JPMorgan December 2003 - February 2008
Principal Financial Group 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Strategic Planning, Data Analysis, Public Speaking, Financial Analysis, Fundraising, Budgets, Project Management, Non-profits, Staff Development, Asset Managment, Investments, Management, Portfolio Management, Leadership Development, Research, Program Management, Teaching, Microsoft Office, Due Diligence, Risk Management, Grants, Nonprofits, Recruiting, Start-ups
Education
National-Louis University 2013 — 2014
Master of Arts (M.A.), Teaching
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, finance
DePauw University 1989 — 1993
BA, Political Science
Chicago Public Schools June 2014 - Present
Academy of Urban School Leadership (AUSL) June 2013 - June 2014
Chicago Public Schools August 2012 - June 2013
Chicago Public Schools November 2011 - August 2012
Chicago Public Schools November 2010 - November 2011
Chicago Public Schools October 2009 - November 2010
Barrington Strategic Wealth Mangement Group, formerly SWMG of Dearborn Partners March 2008 - October 2009
JPMorgan December 2003 - February 2008
Principal Financial Group 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Strategic Planning, Data Analysis, Public Speaking, Financial Analysis, Fundraising, Budgets, Project Management, Non-profits, Staff Development, Asset Managment, Investments, Management, Portfolio Management, Leadership Development, Research, Program Management, Teaching, Microsoft Office, Due Diligence, Risk Management, Grants, Nonprofits, Recruiting, Start-ups
Education
National-Louis University 2013 — 2014
Master of Arts (M.A.), Teaching
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, finance
DePauw University 1989 — 1993
BA, Political Science
William Eden's JPMorgan Experience March 2007 - June 2007
Job Vice President at Thiel Capital
Industry Research
Experience
Thiel Capital August 2014 - Present
Thiel Capital May 2013 - August 2014
Azumio November 2011 - December 2012
Singularity Institute April 2011 - August 2011
Federal Reserve Bank of New York November 2008 - April 2011
JPMorgan March 2007 - June 2007
Skills
Data Management, Research, Economics, Econometrics, Marketing, Financial Modeling, Valuation, Start-ups, Analysis, SAS, Venture Capital, Statistics, Stata, Quantitative Analytics, Data Analysis, Business Strategy, Trading, Financial Analysis, Macroeconomics, Entrepreneurship, Mergers & Acquisitions, Analytics
Education
Dartmouth College 2004 — 2008
BA, Economics
Thiel Capital August 2014 - Present
Thiel Capital May 2013 - August 2014
Azumio November 2011 - December 2012
Singularity Institute April 2011 - August 2011
Federal Reserve Bank of New York November 2008 - April 2011
JPMorgan March 2007 - June 2007
Skills
Data Management, Research, Economics, Econometrics, Marketing, Financial Modeling, Valuation, Start-ups, Analysis, SAS, Venture Capital, Statistics, Stata, Quantitative Analytics, Data Analysis, Business Strategy, Trading, Financial Analysis, Macroeconomics, Entrepreneurship, Mergers & Acquisitions, Analytics
Education
Dartmouth College 2004 — 2008
BA, Economics
Joel Seiboldt Joel Seiboldt's JPMorgan Experience 1999 - 2009
Job Managing Director at The Private Bank And Trust Company
Industry Investment Management
Experience
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
Jessica Valukas Jessica Valukas's JPMorgan Experience July 2000 - March 2010
Job Senior Consultant at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt October 2011 - Present
Aon Consulting April 2010 - September 2011
JPMorgan July 2000 - March 2010
Towers Perrin June 1999 - August 1999
Education
Drake University 1996 — 2000
Bachelor of Science (BS), Actuarial Science
Aon Hewitt October 2011 - Present
Aon Consulting April 2010 - September 2011
JPMorgan July 2000 - March 2010
Towers Perrin June 1999 - August 1999
Education
Drake University 1996 — 2000
Bachelor of Science (BS), Actuarial Science
Joseph Potaczek Joseph Potaczek's JPMorgan Experience March 2008 - October 2009
Job IT Technologist at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors April 2010 - Present
Harbor Capital Advisors 2010 - 2013
JPMorgan March 2008 - October 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JP Morgan Chase 2003 - 2009
JP Morgan Chase 2003 - 2009
Skills
Technical Support, Visio, System Administration, IT Strategy, Vendor Management, Process Improvement, Lotus Notes, Project Management, SharePoint, Business Continuity, Requirements Analysis, SDLC, Disaster Recovery, IT Management, Risk Management, ITIL, Data Center, Business Analysis
Education
DeVry University-Illinois 2005 — 2010
Technology Management, Business Information Systems, Cum Laude
Harbor Capital Advisors April 2010 - Present
Harbor Capital Advisors 2010 - 2013
JPMorgan March 2008 - October 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JP Morgan Chase 2003 - 2009
JP Morgan Chase 2003 - 2009
Skills
Technical Support, Visio, System Administration, IT Strategy, Vendor Management, Process Improvement, Lotus Notes, Project Management, SharePoint, Business Continuity, Requirements Analysis, SDLC, Disaster Recovery, IT Management, Risk Management, ITIL, Data Center, Business Analysis
Education
DeVry University-Illinois 2005 — 2010
Technology Management, Business Information Systems, Cum Laude
Veronica Downey Veronica Downey's JPMorgan Experience 2001 - 2007
Job at Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Assistant Vice President at Neuberger Berman April 2007 - Present
Lehman Brothers Asset Management April 2007 - May 2009
JP Morgan Chase January 2001 - March 2007
Bank One 2001 - 2007
JPMorgan 2001 - 2007
ABN AMRO 1995 - 2001
Education
DePaul University 2004 — 2007
MSAT, Applied Technology
DePaul University 1994 — 1999
Bachelor's, Business Analysis
Assistant Vice President at Neuberger Berman April 2007 - Present
Lehman Brothers Asset Management April 2007 - May 2009
JP Morgan Chase January 2001 - March 2007
Bank One 2001 - 2007
JPMorgan 2001 - 2007
ABN AMRO 1995 - 2001
Education
DePaul University 2004 — 2007
MSAT, Applied Technology
DePaul University 1994 — 1999
Bachelor's, Business Analysis
Monique Mims Monique Mims's JPMorgan Experience 1993 - 1998
Job Brand Manager, Global Brand Development at HARMAN International
Industry Consumer Goods
Experience
HARMAN International January 2014 - Present
Nestle Waters November 2008 - October 2013
Nestle Waters North AmericaGr July 2006 - October 2008
Nestle Waters April 2005 - June 2006
Kraft Foods Group 2004 - 2005
Kraft Foods Group 2002 - 2004
Kraft Foods Group 2000 - 2002
JPMorgan 1993 - 1998
Skills
Customer Insight, FMCG, Shopper Marketing, Marketing Management, Consumer Products, Brand Management, Trade Marketing, Segmentation, Brand Equity, Marketing, Innovation / renovation, Packaging design, Cross-functional team..., Project management, New product development, Brand positioning, Graphic design, Consumer segmentation, Consumer insight..., Strategic brand planning, Nielsen, Product Development, Project Management, Cross-functional Team..., Management
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Marketing
Hampton University 1989 — 1993
BS, Business Management
HARMAN International January 2014 - Present
Nestle Waters November 2008 - October 2013
Nestle Waters North AmericaGr July 2006 - October 2008
Nestle Waters April 2005 - June 2006
Kraft Foods Group 2004 - 2005
Kraft Foods Group 2002 - 2004
Kraft Foods Group 2000 - 2002
JPMorgan 1993 - 1998
Skills
Customer Insight, FMCG, Shopper Marketing, Marketing Management, Consumer Products, Brand Management, Trade Marketing, Segmentation, Brand Equity, Marketing, Innovation / renovation, Packaging design, Cross-functional team..., Project management, New product development, Brand positioning, Graphic design, Consumer segmentation, Consumer insight..., Strategic brand planning, Nielsen, Product Development, Project Management, Cross-functional Team..., Management
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Marketing
Hampton University 1989 — 1993
BS, Business Management
Sofia Faruqi Sofia Faruqi's JPMorgan Experience 2007 - 2009
Job Portfolio Manager
Industry Investment Management
Experience
Loring, Wolcott & Coolidge February 2014 - Present
Passport Capital May 2012 - August 2012
OMERS 2009 - 2011
JPMorgan 2007 - 2009
JPMorgan June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurial Management
Dartmouth College 2003 — 2007
B.A., Economics, Arabic
International School of Choueifat 1999 — 2003
High School
Loring, Wolcott & Coolidge February 2014 - Present
Passport Capital May 2012 - August 2012
OMERS 2009 - 2011
JPMorgan 2007 - 2009
JPMorgan June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurial Management
Dartmouth College 2003 — 2007
B.A., Economics, Arabic
International School of Choueifat 1999 — 2003
High School
Randy Dippell Randy Dippell's JPMorgan Experience 2005 - 2012
Job CEO at LakeStar Wealth Management, LLC
Industry Financial Services
Experience
JPMorgan 2005 - 2012
National City Bank 2000 - 2005
New Century Bank 1999 - 2000
Firstar Bank, NA 1995 - 1999
American National Bank 1991 - 1995
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Allocation, Commercial Lending, Loans, Series 7, Banking, Credit, Alternative Investments, Hedge Funds, Investment Banking, Private Equity, Financial Services, Trading, Private Banking, Finance, Relationship Management, Risk Management, Strategic Financial..., Securities
Education
DePauw University 1987 — 1991
BA
Clay High School
JPMorgan 2005 - 2012
National City Bank 2000 - 2005
New Century Bank 1999 - 2000
Firstar Bank, NA 1995 - 1999
American National Bank 1991 - 1995
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Allocation, Commercial Lending, Loans, Series 7, Banking, Credit, Alternative Investments, Hedge Funds, Investment Banking, Private Equity, Financial Services, Trading, Private Banking, Finance, Relationship Management, Risk Management, Strategic Financial..., Securities
Education
DePauw University 1987 — 1991
BA
Clay High School
Matthew T. Christiansen, CFA Matthew T. Christiansen, CFA's JPMorgan Experience May 2005 - August 2007
Job Investment Management Professional
Industry Financial Services
Experience
US Securities and Exchange Commission August 2010 - Present
Metropolitan Life Insurance Company May 2008 - August 2008
JPMorgan May 2005 - August 2007
Deutsche Bank August 2002 - May 2005
Deutsche Bank May 2001 - August 2001
Skills
Financial Modeling, Investments, Finance, Equities, Private Equity, Portfolio Management, Due Diligence, Valuation, Hedge Funds, Analysis, Venture Capital, Equity Research, Alternative Investments, Capital Markets, Investment Banking, Financial Risk, Investment Management, Corporate Finance, Fixed Income, Credit, Securities, Emerging Markets, Asset Management, Equity Valuation, Derivatives, Capital IQ, Structured Finance, Options, Bloomberg, Creative Writing, Writing, event promotion
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BS, Biology with a minor in Economics, Graduated with High Honors
West Milford High School
High School Diploma
US Securities and Exchange Commission August 2010 - Present
Metropolitan Life Insurance Company May 2008 - August 2008
JPMorgan May 2005 - August 2007
Deutsche Bank August 2002 - May 2005
Deutsche Bank May 2001 - August 2001
Skills
Financial Modeling, Investments, Finance, Equities, Private Equity, Portfolio Management, Due Diligence, Valuation, Hedge Funds, Analysis, Venture Capital, Equity Research, Alternative Investments, Capital Markets, Investment Banking, Financial Risk, Investment Management, Corporate Finance, Fixed Income, Credit, Securities, Emerging Markets, Asset Management, Equity Valuation, Derivatives, Capital IQ, Structured Finance, Options, Bloomberg, Creative Writing, Writing, event promotion
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BS, Biology with a minor in Economics, Graduated with High Honors
West Milford High School
High School Diploma
Graeme S. Wilson's JPMorgan Experience January 2006 - April 2007
Job Investment Associate at UBS Financial Services, Inc.
Industry Investment Management
Chirag Charlie Patel, PMP Chirag Charlie Patel, PMP's JPMorgan Experience 2001 - 2002
Job Founder & CTO of JuiceTank
Industry Financial Services
Experience
Primeday Consulting LLC October 2005 - August 2012
Fannie Mae July 2005 - December 2007
Freddie Mac April 2004 - July 2005
Accenture September 2002 - April 2004
GE Capital 2002 - 2002
JPMorgan 2001 - 2002
IDT Corporation 1999 - 1999
Skills
Project Management, Business Development, Software Development, Financial Systems, MBS, Business Analysis, Financial Services, Program Management, SDLC, Business Process..., Risk Management, PMP, Project Portfolio..., Business Process..., Vendor Management, PMO, Management Consulting, Portfolio Management, Software Project..., IT Strategy, Business Process, Start-ups, Management, Business Intelligence, Requirements Analysis, Business Strategy, Agile Project Management, Consulting, Strategy, Integration, Analysis, Team Leadership, Mergers & Acquisitions, Product Management, Six Sigma, Entrepreneurship, CRM, SaaS, User Experience, Leadership, Change Management, Process Improvement, Financial Analysis, Strategic Planning, Marketing
Education
Virginia Polytechnic Institute and State University 2004 — 2009
Master of Business Administration (MBA) - 50% Complete, Corporate Finance
Villanova University 2004 — 2005
Masters Certificate in Applied Project Management
Drexel University 1999 — 2002
B.S., Finance, MIS, & International Business
Primeday Consulting LLC October 2005 - August 2012
Fannie Mae July 2005 - December 2007
Freddie Mac April 2004 - July 2005
Accenture September 2002 - April 2004
GE Capital 2002 - 2002
JPMorgan 2001 - 2002
IDT Corporation 1999 - 1999
Skills
Project Management, Business Development, Software Development, Financial Systems, MBS, Business Analysis, Financial Services, Program Management, SDLC, Business Process..., Risk Management, PMP, Project Portfolio..., Business Process..., Vendor Management, PMO, Management Consulting, Portfolio Management, Software Project..., IT Strategy, Business Process, Start-ups, Management, Business Intelligence, Requirements Analysis, Business Strategy, Agile Project Management, Consulting, Strategy, Integration, Analysis, Team Leadership, Mergers & Acquisitions, Product Management, Six Sigma, Entrepreneurship, CRM, SaaS, User Experience, Leadership, Change Management, Process Improvement, Financial Analysis, Strategic Planning, Marketing
Education
Virginia Polytechnic Institute and State University 2004 — 2009
Master of Business Administration (MBA) - 50% Complete, Corporate Finance
Villanova University 2004 — 2005
Masters Certificate in Applied Project Management
Drexel University 1999 — 2002
B.S., Finance, MIS, & International Business
Jared Sterr Jared Sterr's JPMorgan Experience December 2007 - June 2010
Job Investment Representative
Industry Financial Services
Experience
LPL Financial September 2011 - Present
BMO Harris Private Banking June 2010 - August 2011
JPMorgan December 2007 - June 2010
Wachovia Securities, LLC September 2006 - April 2007
Vandham Securities May 2005 - August 2005
Skills
Portfolio Management, Investments, Series 7, Series 63, Asset Allocation
Education
Creighton University 2001 — 2005
B.S.B.A., Finance
LPL Financial September 2011 - Present
BMO Harris Private Banking June 2010 - August 2011
JPMorgan December 2007 - June 2010
Wachovia Securities, LLC September 2006 - April 2007
Vandham Securities May 2005 - August 2005
Skills
Portfolio Management, Investments, Series 7, Series 63, Asset Allocation
Education
Creighton University 2001 — 2005
B.S.B.A., Finance
Bayan Barua Bayan Barua's JPMorgan Experience 2005 - Present
Job Global Investment Specialist at JPMorgan
Industry Banking
Experience
JPMorgan 2005 - Present
Monitor Group December 2002 - July 2003
Merrill Lynch July 2000 - August 2002
Merrill Lynch July 1999 - July 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Management, Investment Banking, Private Equity, Leveraged Finance, Portfolio Management, Investments, Capital Markets
Education
Stanford University Graduate School of Business 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 1995 — 1999
BSE, Electrical and Biomedical Engineering
LFA
JPMorgan 2005 - Present
Monitor Group December 2002 - July 2003
Merrill Lynch July 2000 - August 2002
Merrill Lynch July 1999 - July 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Asset Management, Investment Banking, Private Equity, Leveraged Finance, Portfolio Management, Investments, Capital Markets
Education
Stanford University Graduate School of Business 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 1995 — 1999
BSE, Electrical and Biomedical Engineering
LFA
Ilya Voytov Ilya Voytov's JPMorgan Experience July 2006 - July 2007
Job Techrelated debt investments
Industry Investment Management
Experience
Vector Capital August 2007 - Present
JPMorgan July 2006 - July 2007
Banc of America Securities June 2005 - August 2005
Skills
Investments, Private Equity, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Equities, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Bloomberg, Securities, Leveraged Finance
Education
Duke University 2002 — 2006
BS, Economics, Computer Science
Vector Capital August 2007 - Present
JPMorgan July 2006 - July 2007
Banc of America Securities June 2005 - August 2005
Skills
Investments, Private Equity, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Equities, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Bloomberg, Securities, Leveraged Finance
Education
Duke University 2002 — 2006
BS, Economics, Computer Science
Darpan Sharma Darpan Sharma's JPMorgan Experience 2001 - 2004
Job Application Architect/ Free Lance Java Professional
Industry Public Policy
Experience
Intuit October 2014 - Present
JCPenney August 2007 - January 2014
Boeing - Aviall November 2008 - February 2009
Evergreen Investments 2004 - 2007
JPMorgan 2001 - 2004
Skills
Spring, Hibernate, Java, Maven, Oracle, JSF, Financial Services, Design Patterns, Web Logic, Web Sphere, TIBCO, IBM MQ, jQuery UI, SQL, DB2, MangoDB
Education
mongodb university 2013 — 2014
MongoDB for Developers, MongoDB for Developers
University of London 2008 — 2011
MSC, Financial Management
Delhi University 1989 — 1993
BA, Maths, Business Data Processing
Intuit October 2014 - Present
JCPenney August 2007 - January 2014
Boeing - Aviall November 2008 - February 2009
Evergreen Investments 2004 - 2007
JPMorgan 2001 - 2004
Skills
Spring, Hibernate, Java, Maven, Oracle, JSF, Financial Services, Design Patterns, Web Logic, Web Sphere, TIBCO, IBM MQ, jQuery UI, SQL, DB2, MangoDB
Education
mongodb university 2013 — 2014
MongoDB for Developers, MongoDB for Developers
University of London 2008 — 2011
MSC, Financial Management
Delhi University 1989 — 1993
BA, Maths, Business Data Processing
Jeff Condren's JPMorgan Experience June 2005 - June 2007
Job
Industry Investment Management
Experience
Mesirow Financial April 2015 - Present
EY February 2013 - March 2015
J.P. Morgan March 2010 - February 2013
J.P. Morgan July 2007 - February 2010
JPMorgan June 2005 - June 2007
DePaul University September 2003 - June 2005
Education
DePaul University 2003 — 2007
BS, Finance & Economics
Mesirow Financial April 2015 - Present
EY February 2013 - March 2015
J.P. Morgan March 2010 - February 2013
J.P. Morgan July 2007 - February 2010
JPMorgan June 2005 - June 2007
DePaul University September 2003 - June 2005
Education
DePaul University 2003 — 2007
BS, Finance & Economics
Christopher Lineberger Christopher Lineberger's JPMorgan Experience November 1999 - April 2008
Job Boomerang Capital, LLC
Industry Financial Services
Experience
Boomerang Capital, LLC January 2015 - Present
Lineberger & Co., LLC January 2013 - Present
New York Life Insurance Company February 2011 - January 2013
Fieldstone Capital Group November 2010 - February 2011
Crédit Agricole Structured Asset Management Advisers LLC February 2009 - October 2010
JPMorgan November 1999 - April 2008
JPMorgan June 1998 - November 1999
JPMorgan September 1996 - April 1998
Schroder Wertheim & Co., Inc September 1992 - September 1996
Skills
Hedge Funds, Fixed Income, Asset Management, Investments, Asset Allocation, Options, FX Spot, Futures Trading, Series 7, Derivatives, Series 63, Bonds, Financial Services, Trading, Emerging Markets, Due Diligence, Finance, Structured Finance, Alternative Investments, Mutual Funds, Equities, Capital Markets, Management, Portfolio Management, Strategy, Securities, Bloomberg, Financial Modeling, Investment Management, Investment Banking, Asset Managment, Private Equity, Valuation, Wealth Management, Financial Structuring, Funding, Sales, Executive Management, Investment Strategies, Marketing, Financial Analysis, FX Options, Analysis, Strategic Planning, Credit, CRM, Financial Markets
Education
Denison University 1988 — 1992
Bachelor of Arts (BA), History
Salisbury School 1984 — 1988
Diploma, History
Boomerang Capital, LLC January 2015 - Present
Lineberger & Co., LLC January 2013 - Present
New York Life Insurance Company February 2011 - January 2013
Fieldstone Capital Group November 2010 - February 2011
Crédit Agricole Structured Asset Management Advisers LLC February 2009 - October 2010
JPMorgan November 1999 - April 2008
JPMorgan June 1998 - November 1999
JPMorgan September 1996 - April 1998
Schroder Wertheim & Co., Inc September 1992 - September 1996
Skills
Hedge Funds, Fixed Income, Asset Management, Investments, Asset Allocation, Options, FX Spot, Futures Trading, Series 7, Derivatives, Series 63, Bonds, Financial Services, Trading, Emerging Markets, Due Diligence, Finance, Structured Finance, Alternative Investments, Mutual Funds, Equities, Capital Markets, Management, Portfolio Management, Strategy, Securities, Bloomberg, Financial Modeling, Investment Management, Investment Banking, Asset Managment, Private Equity, Valuation, Wealth Management, Financial Structuring, Funding, Sales, Executive Management, Investment Strategies, Marketing, Financial Analysis, FX Options, Analysis, Strategic Planning, Credit, CRM, Financial Markets
Education
Denison University 1988 — 1992
Bachelor of Arts (BA), History
Salisbury School 1984 — 1988
Diploma, History
Chris Slusher Chris Slusher's JPMorgan Experience August 1991 - April 1994
Job Head of Derivatives at The PrivateBank and Trust Company
Industry Capital Markets
Experience
The PrivateBank and Trust Company March 2008 - Present
Derivis LLC December 2007 - March 2008
ABN AMRO July 2005 - November 2007
AIG Financial Products April 2004 - June 2005
Fleet Bank April 2001 - April 2004
First Union National Bank April 1994 - March 2001
JPMorgan August 1991 - April 1994
Lehman Brothers May 1990 - August 1990
Skills
Interest Rate Swaps, Risk Management, Options, Currency, Swaps, Forwards, Hedging, FX, Derivatives, Interest Rate..., Capital Markets, Banking, Fixed Income, Financial Institutions, FX Options, Treasury Management, Investments, Financial Markets, Corporate Finance, Financial Risk, Credit, Portfolio Management, Finance, Structured Finance, Securities, Loans, Financial Services, Equity Derivatives, Financial Structuring, Commodity, FX trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Duke University 1986 — 1989
BS, Computer Science, Economics
University of Oxford 1988 — 1988
British Literature
Admiral Farragut Academy 1980 — 1986
The PrivateBank and Trust Company March 2008 - Present
Derivis LLC December 2007 - March 2008
ABN AMRO July 2005 - November 2007
AIG Financial Products April 2004 - June 2005
Fleet Bank April 2001 - April 2004
First Union National Bank April 1994 - March 2001
JPMorgan August 1991 - April 1994
Lehman Brothers May 1990 - August 1990
Skills
Interest Rate Swaps, Risk Management, Options, Currency, Swaps, Forwards, Hedging, FX, Derivatives, Interest Rate..., Capital Markets, Banking, Fixed Income, Financial Institutions, FX Options, Treasury Management, Investments, Financial Markets, Corporate Finance, Financial Risk, Credit, Portfolio Management, Finance, Structured Finance, Securities, Loans, Financial Services, Equity Derivatives, Financial Structuring, Commodity, FX trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Duke University 1986 — 1989
BS, Computer Science, Economics
University of Oxford 1988 — 1988
British Literature
Admiral Farragut Academy 1980 — 1986
Amber Stewart, CFP(R) Amber Stewart, CFP(R)'s JPMorgan Experience 2006 - June 2010
Job Associate at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners LLC September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - September 2011
JPMorgan 2006 - June 2010
Skills
Investments, Asset Management, Wealth Management, Alternative Investments, Analysis, Microsoft Excel, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Portfolio Management, Equities, Securities, Financial Modeling
Education
DePauw University 1998 — 2002
DePaul University - Charles H. Kellstadt Graduate School of Business
Gresham Partners LLC September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - September 2011
JPMorgan 2006 - June 2010
Skills
Investments, Asset Management, Wealth Management, Alternative Investments, Analysis, Microsoft Excel, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Portfolio Management, Equities, Securities, Financial Modeling
Education
DePauw University 1998 — 2002
DePaul University - Charles H. Kellstadt Graduate School of Business
David Huie David Huie's JPMorgan Experience July 2007 - February 2009
Job Product Marketing Manager at Google
Industry Internet
Experience
Google November 2012 - Present
eBay January 2011 - October 2012
fro-zen llc June 2009 - October 2010
Square 1 Bank February 2009 - August 2010
JPMorgan July 2007 - February 2009
I-Cubed May 2006 - August 2006
P&H Mining Equipment May 2005 - August 2005
Skills
SEM, Finance, Analysis, Microsoft Excel, PowerPoint, SQL, Presentations, Marketing, Campaign Managment, PPC, Forecasting, Analytics, Business Planning
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Google November 2012 - Present
eBay January 2011 - October 2012
fro-zen llc June 2009 - October 2010
Square 1 Bank February 2009 - August 2010
JPMorgan July 2007 - February 2009
I-Cubed May 2006 - August 2006
P&H Mining Equipment May 2005 - August 2005
Skills
SEM, Finance, Analysis, Microsoft Excel, PowerPoint, SQL, Presentations, Marketing, Campaign Managment, PPC, Forecasting, Analytics, Business Planning
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Erica Wilms Erica Wilms's JPMorgan Experience September 2003 - September 2008
Job Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners October 2011 - Present
The PrivateBank and Trust Company September 2010 - October 2011
FDIC June 2009 - September 2010
DePaul University 2006 - December 2008
JPMorgan September 2003 - September 2008
Skills
Real Estate Economics, Valuation, Private Equity, Capital Markets, Asset Managment, Due Diligence, Investments, Financial Analysis, Underwriting, Real Estate, Loans, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Structured Finance, Investment Properties, Financial Structuring, Asset Management, Credit, Credit Risk, Risk Management, Real Estate Financing, Commercial Lending, Loan Origination, CMBS, Mortgage Lending, Commercial Real Estate, Brokerage
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Real Estate
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Finance & Real Estate
Guggenheim Partners October 2011 - Present
The PrivateBank and Trust Company September 2010 - October 2011
FDIC June 2009 - September 2010
DePaul University 2006 - December 2008
JPMorgan September 2003 - September 2008
Skills
Real Estate Economics, Valuation, Private Equity, Capital Markets, Asset Managment, Due Diligence, Investments, Financial Analysis, Underwriting, Real Estate, Loans, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Structured Finance, Investment Properties, Financial Structuring, Asset Management, Credit, Credit Risk, Risk Management, Real Estate Financing, Commercial Lending, Loan Origination, CMBS, Mortgage Lending, Commercial Real Estate, Brokerage
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Real Estate
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Finance & Real Estate
Casandra Fricano Casandra Fricano's JPMorgan Experience July 2005 - January 2010
Job Global Quality Manager at Livingston International
Industry Logistics and Supply Chain
Experience
Livingston International November 2012 - Present
Livingston International April 2012 - March 2013
JP Morgan January 2010 - October 2012
JPMorgan July 2005 - January 2010
Carhartt 1995 - 2005
Skills
Customs Regulations, Process Improvement, International Trade, Supply Chain, Supply Chain Management, Trade Compliance, Operations Management, Logistics, Analysis, Business Analysis, Strategic Planning, Project Management, International Logistics, Import, Change Management, Auditing, Continuous Improvement, Training, Business Process..., Transportation, Internal Audit, International Business, Export, Quality Assurance, Logistics Management, NAFTA, Risk Management, Shipping, Supply Management, Freight
Education
Davenport University 2001 — 2004
Bachelors, International Trade
Livingston International November 2012 - Present
Livingston International April 2012 - March 2013
JP Morgan January 2010 - October 2012
JPMorgan July 2005 - January 2010
Carhartt 1995 - 2005
Skills
Customs Regulations, Process Improvement, International Trade, Supply Chain, Supply Chain Management, Trade Compliance, Operations Management, Logistics, Analysis, Business Analysis, Strategic Planning, Project Management, International Logistics, Import, Change Management, Auditing, Continuous Improvement, Training, Business Process..., Transportation, Internal Audit, International Business, Export, Quality Assurance, Logistics Management, NAFTA, Risk Management, Shipping, Supply Management, Freight
Education
Davenport University 2001 — 2004
Bachelors, International Trade
Adelaide Sattich Adelaide Sattich's JPMorgan Experience July 1997 - May 2008
Job Upper School at Louisville Collegiate School
Industry Public Relations and Communications
Experience
Louisville Collegiate School August 2015 - Present
Lenihan Sotheby's International Realty April 2013 - Present
The Learning House 2012 - 2013
Mission Data January 2009 - 2011
JPMorgan July 1997 - May 2008
Skills
Customer Relations, Customer Service, Proposal Writing, CMS, Writing, Social Media, Social Media Marketing, Online Marketing, Management, Social Networking, Project Management, Budgets, CRM, Marketing Communications, Time Management, Fundraising, Marketing, Email Marketing, Sales, Strategic Planning
Education
Denison University 1993 — 1997
Bachelor of Arts, Communications
The Westminster School 1990 — 1993
Graland Country Day School
Louisville Collegiate School August 2015 - Present
Lenihan Sotheby's International Realty April 2013 - Present
The Learning House 2012 - 2013
Mission Data January 2009 - 2011
JPMorgan July 1997 - May 2008
Skills
Customer Relations, Customer Service, Proposal Writing, CMS, Writing, Social Media, Social Media Marketing, Online Marketing, Management, Social Networking, Project Management, Budgets, CRM, Marketing Communications, Time Management, Fundraising, Marketing, Email Marketing, Sales, Strategic Planning
Education
Denison University 1993 — 1997
Bachelor of Arts, Communications
The Westminster School 1990 — 1993
Graland Country Day School
David Faircloth David Faircloth's JPMorgan Experience 2005 - 2006
Job Senior Vice President, Senior Investment Officer, Chartered Financial Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust 2006 - Present
JPMorgan 2005 - 2006
Merrill Lynch 2000 - 2005
Fiduciary Management Associates 1998 - 2000
Northern Trust 1990 - 1998
Northern Trust 1988 - 1990
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Investment Strategies, High Net Worth..., Equities, Mutual Funds, Investment Management, Fixed Income, Asset Management, Relationship Management, Cash Management, Options, Investment Banking, Private Equity, Financial Services, Trading, Securities, Investment Advisory, Financial Markets, Derivatives, Structured Products, Fund Of Funds, Finance, Strategic Financial..., Hedge Funds, Institutional..., Wealth, Wealth Management..., Alternative Investments, Retirement Planning, Equity Valuation, Economics, Financial Advisory, ETFs, Bonds, Equity Derivatives, Equity Research, Estate Planning
Education
Northwestern University - Kellogg School of Management
Master of Management (MBA), Finance, Marketing, and International Business
DePaul University
Bachelor of Science, with Honors, Major: Finance, Minor: Marketing
Richards High School
Northern Trust 2006 - Present
JPMorgan 2005 - 2006
Merrill Lynch 2000 - 2005
Fiduciary Management Associates 1998 - 2000
Northern Trust 1990 - 1998
Northern Trust 1988 - 1990
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Investment Strategies, High Net Worth..., Equities, Mutual Funds, Investment Management, Fixed Income, Asset Management, Relationship Management, Cash Management, Options, Investment Banking, Private Equity, Financial Services, Trading, Securities, Investment Advisory, Financial Markets, Derivatives, Structured Products, Fund Of Funds, Finance, Strategic Financial..., Hedge Funds, Institutional..., Wealth, Wealth Management..., Alternative Investments, Retirement Planning, Equity Valuation, Economics, Financial Advisory, ETFs, Bonds, Equity Derivatives, Equity Research, Estate Planning
Education
Northwestern University - Kellogg School of Management
Master of Management (MBA), Finance, Marketing, and International Business
DePaul University
Bachelor of Science, with Honors, Major: Finance, Minor: Marketing
Richards High School
Jordyne Wu Jordyne Wu's JPMorgan Experience June 2003 - June 2005
Job All cattle, no hat.
Industry Internet
Experience
HubSpot October 2011 - April 2014
HubSpot August 2009 - October 2011
HubSpot January 2009 - July 2009
WEGO Health May 2007 - August 2007
Parthenon Capital September 2005 - May 2006
JPMorgan June 2003 - June 2005
Skills
Analytics, Venture Capital, Start-ups, Mergers, Public Speaking, Research, SaaS, Strategic Alliances, Corporate Development, Fundraising, Growth Strategies, Forecasting
Education
Harvard Business School 2006 — 2008
MBA
Harvard Law School 2007 — 2007
Coursework, Practical Lawyering in Cyberspace, Venture Capital and Technology Start-up
Dartmouth College 1999 — 2003
BA, Economics, Philosophy
University of Oxford 2002 — 2002
Study Abroad, Economics
The University of Edinburgh 2001 — 2001
Study Abroad, Philosophy
Newton South High School
HubSpot October 2011 - April 2014
HubSpot August 2009 - October 2011
HubSpot January 2009 - July 2009
WEGO Health May 2007 - August 2007
Parthenon Capital September 2005 - May 2006
JPMorgan June 2003 - June 2005
Skills
Analytics, Venture Capital, Start-ups, Mergers, Public Speaking, Research, SaaS, Strategic Alliances, Corporate Development, Fundraising, Growth Strategies, Forecasting
Education
Harvard Business School 2006 — 2008
MBA
Harvard Law School 2007 — 2007
Coursework, Practical Lawyering in Cyberspace, Venture Capital and Technology Start-up
Dartmouth College 1999 — 2003
BA, Economics, Philosophy
University of Oxford 2002 — 2002
Study Abroad, Economics
The University of Edinburgh 2001 — 2001
Study Abroad, Philosophy
Newton South High School
Gustavo Aleixo Stenzel's JPMorgan Experience May 2010 - March 2013
Job Executive Director Business Manager for the Chief Investment Office at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan April 2013 - March 2014
JPMorgan May 2010 - March 2013
JP Morgan January 2007 - May 2010
J.P. Morgan July 2005 - December 2006
A.T. Kearney January 2000 - June 2003
Skills
Capital Markets, Investment Banking, Investments, Emerging Markets, Equities, Business Strategy, Multicultural, Management Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Fundação Getulio Vargas 1996 — 1999
BA
J.P. Morgan April 2014 - Present
J.P. Morgan April 2013 - March 2014
JPMorgan May 2010 - March 2013
JP Morgan January 2007 - May 2010
J.P. Morgan July 2005 - December 2006
A.T. Kearney January 2000 - June 2003
Skills
Capital Markets, Investment Banking, Investments, Emerging Markets, Equities, Business Strategy, Multicultural, Management Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Fundação Getulio Vargas 1996 — 1999
BA
Puneet Sapra's JPMorgan Experience June 1999 - April 2004
Job Chief Financial Officer at The StayWell Company, MediMedia USA
Industry Health, Wellness and Fitness
Experience
The StayWell Company, MediMedia USA February 2015 - Present
MediMedia USA September 2013 - February 2015
Pfizer January 2013 - September 2013
Pfizer December 2009 - January 2013
Vascular Therapies June 2008 - December 2009
Johnson & Johnson May 2006 - June 2008
World Bank / Open Society Institute / Scojo Foundation April 2002 - June 2004
JPMorgan June 1999 - April 2004
Skills
Marketing, Financial Engineering, International..., Health Policy, Program Management, Start-ups, Strategy
Education
Harvard Business School 2004 — 2006
MBA
Duke University 1995 — 1999
BS
The StayWell Company, MediMedia USA February 2015 - Present
MediMedia USA September 2013 - February 2015
Pfizer January 2013 - September 2013
Pfizer December 2009 - January 2013
Vascular Therapies June 2008 - December 2009
Johnson & Johnson May 2006 - June 2008
World Bank / Open Society Institute / Scojo Foundation April 2002 - June 2004
JPMorgan June 1999 - April 2004
Skills
Marketing, Financial Engineering, International..., Health Policy, Program Management, Start-ups, Strategy
Education
Harvard Business School 2004 — 2006
MBA
Duke University 1995 — 1999
BS
Jason Bachman's JPMorgan Experience September 2004 - May 2006
Job Sr. Sales Consultant at Oracle
Industry Internet
Experience
Oracle April 2013 - Present
Groupon February 2012 - April 2013
Groupon September 2011 - February 2012
Orbitz January 2008 - September 2011
Orbitz August 2007 - January 2008
JPMorgan Chase May 2006 - August 2007
JPMorgan September 2004 - May 2006
JPMorgan Chase January 2000 - September 2004
Bank One February 1999 - January 2000
Dorenfest Associates 1997 - 1998
Skills
Analysis, Requirements Gathering, Business Intelligence, QlikView, ETL, Data Warehousing, Microstrategy, Cognos, Agile Methodologies, Agile Project Management, Agile Business..., Dimensional Modeling, Data Quality, Scrum, Business Analytics, Web Analytics, Product Evangelism, Business Analysis, Embarcadero, Analytics, Oracle, Management, Managerial, E-commerce, Business Objects, Databases, SDLC, Product Management, Business Requirements, Teradata, Strategy, Project Management, Data Integration, Data Modeling, OBIEE, Oracle Exalytics, Endeca, Oracle BI Applications, Process Improvement, Software Development, Dashboard, Data Warehouse..., Big Data, Oracle BI EE
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2011
MBA, Marketing Management
Michigan State University 1989 — 1993
BA, History
Oracle April 2013 - Present
Groupon February 2012 - April 2013
Groupon September 2011 - February 2012
Orbitz January 2008 - September 2011
Orbitz August 2007 - January 2008
JPMorgan Chase May 2006 - August 2007
JPMorgan September 2004 - May 2006
JPMorgan Chase January 2000 - September 2004
Bank One February 1999 - January 2000
Dorenfest Associates 1997 - 1998
Skills
Analysis, Requirements Gathering, Business Intelligence, QlikView, ETL, Data Warehousing, Microstrategy, Cognos, Agile Methodologies, Agile Project Management, Agile Business..., Dimensional Modeling, Data Quality, Scrum, Business Analytics, Web Analytics, Product Evangelism, Business Analysis, Embarcadero, Analytics, Oracle, Management, Managerial, E-commerce, Business Objects, Databases, SDLC, Product Management, Business Requirements, Teradata, Strategy, Project Management, Data Integration, Data Modeling, OBIEE, Oracle Exalytics, Endeca, Oracle BI Applications, Process Improvement, Software Development, Dashboard, Data Warehouse..., Big Data, Oracle BI EE
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2011
MBA, Marketing Management
Michigan State University 1989 — 1993
BA, History
Lanna Watkins Minor, MBA's JPMorgan Experience 2001 - 2005
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard February 2010 - January 2011
The Vanguard Group November 2007 - February 2010
LSG SkyChefs July 2006 - November 2007
Consortium 2004 - 2007
Wallace Roberts & Todd, LLC 2006 - 2006
JP Morgan Chase June 2001 - June 2005
JPMorgan 2001 - 2005
JP Morgan 2000 - 2005
JPMorganChase 2001 - 2003
Skills
Analysis, Business Analysis, Business Process..., Change Management, Entrepreneurship, Human Resources, Leadership, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., User Acceptance Testing, Six Sigma, Visio, PMO, Integration, Vendor Management, SharePoint, Risk Management
Education
Drexel University 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1997 — 2001
B.S., Information Technology
Vanguard January 2011 - Present
Vanguard February 2010 - January 2011
The Vanguard Group November 2007 - February 2010
LSG SkyChefs July 2006 - November 2007
Consortium 2004 - 2007
Wallace Roberts & Todd, LLC 2006 - 2006
JP Morgan Chase June 2001 - June 2005
JPMorgan 2001 - 2005
JP Morgan 2000 - 2005
JPMorganChase 2001 - 2003
Skills
Analysis, Business Analysis, Business Process..., Change Management, Entrepreneurship, Human Resources, Leadership, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., User Acceptance Testing, Six Sigma, Visio, PMO, Integration, Vendor Management, SharePoint, Risk Management
Education
Drexel University 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1997 — 2001
B.S., Information Technology
Sarah Majeed, MBA's JPMorgan Experience December 2009 - June 2010
Job
Industry Banking
Experience
JPMorgan December 2009 - June 2010
SmithBucklin Corp. January 2007 - December 2009
Hewitt Associates September 2005 - January 2007
Zebra Technologies June 2000 - September 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Business Intelligence, Program Management, Requirements Gathering, Project Management, Business Process..., Software Project..., Process Improvement, SharePoint, IT Strategy, Project Portfolio..., PMO, Software Documentation
Education
Loyola University Chicago 2005 — 2007
MBA
DePaul University 1999 — 2002
BS
JPMorgan December 2009 - June 2010
SmithBucklin Corp. January 2007 - December 2009
Hewitt Associates September 2005 - January 2007
Zebra Technologies June 2000 - September 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Business Intelligence, Program Management, Requirements Gathering, Project Management, Business Process..., Software Project..., Process Improvement, SharePoint, IT Strategy, Project Portfolio..., PMO, Software Documentation
Education
Loyola University Chicago 2005 — 2007
MBA
DePaul University 1999 — 2002
BS
David Villwock's JPMorgan Experience 2010 - Present
Job
Industry Banking
Experience
JPMorgan 2010 - Present
J.P. Morgan 2006 - 2010
JPMorgan 1999 - 2006
David S. Villwock, Attorney at Law 1997 - 1999
Skills
Securities, Capital Markets, Risk Management, Mutual Funds, Asset Management, Banking, Fixed Income, Investments, Portfolio Management, Hedge Funds, Financial Services, Due Diligence, Wealth Management, Equities, Financial Risk, Financial Analysis, Alternative Investments
Education
The Ohio State University Fisher College of Business 2003 — 2006
MBA, Business/Finance
DePaul University College of Law 1994 — 1997
JD, Law
Otterbein College 1990 — 1994
BA, Political Science/English
Brunswick High School 1986 — 1990
JPMorgan 2010 - Present
J.P. Morgan 2006 - 2010
JPMorgan 1999 - 2006
David S. Villwock, Attorney at Law 1997 - 1999
Skills
Securities, Capital Markets, Risk Management, Mutual Funds, Asset Management, Banking, Fixed Income, Investments, Portfolio Management, Hedge Funds, Financial Services, Due Diligence, Wealth Management, Equities, Financial Risk, Financial Analysis, Alternative Investments
Education
The Ohio State University Fisher College of Business 2003 — 2006
MBA, Business/Finance
DePaul University College of Law 1994 — 1997
JD, Law
Otterbein College 1990 — 1994
BA, Political Science/English
Brunswick High School 1986 — 1990
AnneMarie Casas, MBA, CTP's JPMorgan Experience October 2006 - April 2010
Job Payables Product Sales, VP at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan April 2010 - Present
JPMorgan October 2006 - April 2010
J.P. Morgan August 2004 - October 2006
J.P. Morgan February 2001 - August 2004
J.P. Morgan September 1998 - February 2001
J.P. Morgan June 1996 - September 1998
Skills
Treasury Management, Cash Management, Banking, Commercial Banking, Financial Services, Relationship Management, Series 7, Marketing, Product Management, Training, Management, Consulting, Series 63, Sales Presentations, Bilingual, Portfolio Management, Product Demonstration, Solution Selling, Sales
Education
Dominican University 2005 — 2008
MBA, Int'l Business/Marketing
Loyola University of Chicago 1990 — 1995
BA, Spanish Lit/ Int'l Relations & Italian
Universite de Strasbourg, France
J.P. Morgan April 2010 - Present
JPMorgan October 2006 - April 2010
J.P. Morgan August 2004 - October 2006
J.P. Morgan February 2001 - August 2004
J.P. Morgan September 1998 - February 2001
J.P. Morgan June 1996 - September 1998
Skills
Treasury Management, Cash Management, Banking, Commercial Banking, Financial Services, Relationship Management, Series 7, Marketing, Product Management, Training, Management, Consulting, Series 63, Sales Presentations, Bilingual, Portfolio Management, Product Demonstration, Solution Selling, Sales
Education
Dominican University 2005 — 2008
MBA, Int'l Business/Marketing
Loyola University of Chicago 1990 — 1995
BA, Spanish Lit/ Int'l Relations & Italian
Universite de Strasbourg, France
Cory Kramer's JPMorgan Experience 1997 - 2002
Job Sr. Advisor at Dell
Industry Information Technology and Services
Experience
Dell February 2014 - Present
Corporation Service Company July 2013 - November 2013
outsourceIT January 2011 - June 2013
GoBeyondIT January 2010 - January 2011
Berkley Technology Services July 2004 - January 2011
JPMChase 1997 - 2002
JPMorgan 1997 - 2002
Chase 1997 - 2002
Skills
Security, Management, Disaster Recovery, Data Center, VMware, Information Technology, Cloud Computing, SDLC, Active Directory, Vendor Management, Network Security, Enterprise Architecture, Windows Server, Virtualization, IT Management, DNS, Citrix, Infrastructure, Leadership, Servers, Microsoft Exchange, Business Continuity, System Administration, Firewalls, Cisco Technologies, VMware ESX, SharePoint, Storage Area Networks, IT Operations, Networking, VPN, SAN, Network Administration, Server Architecture, VoIP, Hardware, Network Design, Cisco IOS, Microsoft Technologies
Education
Delaware County Community College 1987 — 1988
PA Act 120 Certification Program (Delaware County Municipal Police Officers Training and Educaiton), Criminal Justice/Police Science
Dell February 2014 - Present
Corporation Service Company July 2013 - November 2013
outsourceIT January 2011 - June 2013
GoBeyondIT January 2010 - January 2011
Berkley Technology Services July 2004 - January 2011
JPMChase 1997 - 2002
JPMorgan 1997 - 2002
Chase 1997 - 2002
Skills
Security, Management, Disaster Recovery, Data Center, VMware, Information Technology, Cloud Computing, SDLC, Active Directory, Vendor Management, Network Security, Enterprise Architecture, Windows Server, Virtualization, IT Management, DNS, Citrix, Infrastructure, Leadership, Servers, Microsoft Exchange, Business Continuity, System Administration, Firewalls, Cisco Technologies, VMware ESX, SharePoint, Storage Area Networks, IT Operations, Networking, VPN, SAN, Network Administration, Server Architecture, VoIP, Hardware, Network Design, Cisco IOS, Microsoft Technologies
Education
Delaware County Community College 1987 — 1988
PA Act 120 Certification Program (Delaware County Municipal Police Officers Training and Educaiton), Criminal Justice/Police Science
Kang Zheng's JPMorgan Experience July 2008 - Present
Job VP @ JPMorgan Chase
Industry Financial Services
Experience
JPMorgan July 2008 - Present
Bear Stearns February 2007 - May 2008
Lenovo July 1999 - June 2003
Skills
Fixed Income, Unix, Bloomberg, Derivatives, Perl, Valuation, Quantitative Analytics, Investment Banking, Data Analysis, Analytics, Quantitative Finance, Structured Products
Education
University of Central Florida 2006 — 2006
MA, Computer Sicense
Delft University of Technology 2003 — 2005
University of Science and Technology of China 1994 — 1999
B.S., Computer Sicense
Beijing No 4 high school
JPMorgan July 2008 - Present
Bear Stearns February 2007 - May 2008
Lenovo July 1999 - June 2003
Skills
Fixed Income, Unix, Bloomberg, Derivatives, Perl, Valuation, Quantitative Analytics, Investment Banking, Data Analysis, Analytics, Quantitative Finance, Structured Products
Education
University of Central Florida 2006 — 2006
MA, Computer Sicense
Delft University of Technology 2003 — 2005
University of Science and Technology of China 1994 — 1999
B.S., Computer Sicense
Beijing No 4 high school
Christina Pai's JPMorgan Experience 2000 - 2003
Job Partner at Fort Point Capital
Industry Venture Capital & Private Equity
Experience
Van Pool Transportation Co March 2014 - Present
Engineering Planning and Management, Inc. July 2014 - Present
Fort Point Capital December 2011 - Present
Church Services May 2012 - Present
Richey Oilfield Construction October 2009 - Present
D. Sokolin Co. November 2006 - Present
Swift River Investments June 2005 - Present
Van Pool Transportation 2014 - Present
FdG Associates June 2003 - June 2005
JPMorgan 2000 - 2003
Skills
Capital Markets, Venture Capital, Equities, Portfolio Management, Corporate Development, Asset Management, Fixed Income, Hedge Funds, Business Strategy, Corporate Finance, Emerging Markets, Alternative Investments, Restructuring, Equity Research, Private Equity
Education
Dartmouth College 1996 — 2000
BA, Economics
Phillips Academy - Andover 1993 — 1996
Van Pool Transportation Co March 2014 - Present
Engineering Planning and Management, Inc. July 2014 - Present
Fort Point Capital December 2011 - Present
Church Services May 2012 - Present
Richey Oilfield Construction October 2009 - Present
D. Sokolin Co. November 2006 - Present
Swift River Investments June 2005 - Present
Van Pool Transportation 2014 - Present
FdG Associates June 2003 - June 2005
JPMorgan 2000 - 2003
Skills
Capital Markets, Venture Capital, Equities, Portfolio Management, Corporate Development, Asset Management, Fixed Income, Hedge Funds, Business Strategy, Corporate Finance, Emerging Markets, Alternative Investments, Restructuring, Equity Research, Private Equity
Education
Dartmouth College 1996 — 2000
BA, Economics
Phillips Academy - Andover 1993 — 1996
Yesenia Saucedo's JPMorgan Experience October 2009 - Present
Job Onboarding Officer
Industry Banking
Experience
JPMorgan October 2009 - Present
J.P. Morgan April 2008 - October 2009
J.P. Morgan November 2006 - April 2008
J.P. Morgan November 2004 - November 2006
Bank One August 2003 - November 2004
Bank One April 2002 - August 2003
Bank One June 2000 - April 2002
Skills
Leadership, Management, Banking, Customer Service, Customer Satisfaction, Client Services, Client Relations, Customer Support, Customer Relations, Wealth Management, Team Building, Team Leadership, Account Management
Education
DePaul University 2009 — 2014
Bachelor's Degree, Non-Profit Management and Entrepreneurship
DePaul University
JPMorgan October 2009 - Present
J.P. Morgan April 2008 - October 2009
J.P. Morgan November 2006 - April 2008
J.P. Morgan November 2004 - November 2006
Bank One August 2003 - November 2004
Bank One April 2002 - August 2003
Bank One June 2000 - April 2002
Skills
Leadership, Management, Banking, Customer Service, Customer Satisfaction, Client Services, Client Relations, Customer Support, Customer Relations, Wealth Management, Team Building, Team Leadership, Account Management
Education
DePaul University 2009 — 2014
Bachelor's Degree, Non-Profit Management and Entrepreneurship
DePaul University
Lukas Cadil's JPMorgan Experience 2000 - 2002
Job Vice President, Treasurer at CENTRAL GARDEN & PET
Industry Retail
Experience
CENTRAL GARDEN & PET October 2013 - Present
Central Garden & Pet January 2006 - September 2013
Gap Inc. 2004 - 2006
Deloitte 2002 - 2003
JPMorgan 2000 - 2002
Skills
Financial Modeling, Corporate Finance, Valuation, Mergers, Forecasting, Mergers & Acquisitions, Investment Banking, Financial Analysis, Private Equity, Finance, Business Strategy, Competitive Analysis, Strategic Planning
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (BA)
Westhill 1992 — 1996
CENTRAL GARDEN & PET October 2013 - Present
Central Garden & Pet January 2006 - September 2013
Gap Inc. 2004 - 2006
Deloitte 2002 - 2003
JPMorgan 2000 - 2002
Skills
Financial Modeling, Corporate Finance, Valuation, Mergers, Forecasting, Mergers & Acquisitions, Investment Banking, Financial Analysis, Private Equity, Finance, Business Strategy, Competitive Analysis, Strategic Planning
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (BA)
Westhill 1992 — 1996
Elizabeth Newboe's JPMorgan Experience 2004 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan 2004 - Present
Education
DePaul University 1995 — 1999
JPMorgan 2004 - Present
Education
DePaul University 1995 — 1999
Robert. Byron's JPMorgan Experience Private BankerJPMorgan Chase2002 - 2009
Job Private Banker at JPMorgan
Industry Banking
Experience
JPMorgan Private BankerJPMorgan Chase2002 - 2009
Money Matters Exchange 1999 - 2000
Skills
Investments, Wealth Management, Portfolio Management
Education
DePaul University 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
JPMorgan Private BankerJPMorgan Chase2002 - 2009
Money Matters Exchange 1999 - 2000
Skills
Investments, Wealth Management, Portfolio Management
Education
DePaul University 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
James Van Duerm's JPMorgan Experience 1976 - May 2012
Job Retired at N/a
Industry Financial Services
Experience
N/a May 2012 - Present
JPMorgan 1976 - May 2012
Bank One 1998 - 2002
First Chicago NBD 1990 - 1998
The First National Bank of Chicago 1976 - 1990
Skills
Estate Planning, Taxation, Fiduciary,...
Education
DePaul University College of Law 1980 — 1985
LLM, Taxation
DePaul University College of Law 1973 — 1976
Doctor of Law (JD)
N/a May 2012 - Present
JPMorgan 1976 - May 2012
Bank One 1998 - 2002
First Chicago NBD 1990 - 1998
The First National Bank of Chicago 1976 - 1990
Skills
Estate Planning, Taxation, Fiduciary,...
Education
DePaul University College of Law 1980 — 1985
LLM, Taxation
DePaul University College of Law 1973 — 1976
Doctor of Law (JD)
Steve Kenney, CFA's JPMorgan Experience March 2007 - Present
Job Market Investment Team Lead at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2008 - Present
JPMorgan March 2007 - Present
JPMorgan Securities January 2000 - February 2007
American National Bank and Trust Company of Chicago 1995 - 1999
Education
CFA Charterholder
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1993
MBA, Finance
Iowa State University 1988 — 1992
BBA, Finance
Iowa State University - College of Business 1988 — 1992
BBA, Finance
J.P. Morgan January 2008 - Present
JPMorgan March 2007 - Present
JPMorgan Securities January 2000 - February 2007
American National Bank and Trust Company of Chicago 1995 - 1999
Education
CFA Charterholder
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1993
MBA, Finance
Iowa State University 1988 — 1992
BBA, Finance
Iowa State University - College of Business 1988 — 1992
BBA, Finance
Antonina Doria's JPMorgan Experience October 2005 - Present
Job Vice President, JPMorgan
Industry Financial Services
Experience
JPMorgan October 2005 - Present
JPMorgan July 2003 - October 2005
JPMorgan July 2001 - July 2003
Skills
Portfolio Management
Education
DePaul University 1998 — 2001
Finance & Accounting
JPMorgan October 2005 - Present
JPMorgan July 2003 - October 2005
JPMorgan July 2001 - July 2003
Skills
Portfolio Management
Education
DePaul University 1998 — 2001
Finance & Accounting
Tammy Ho's JPMorgan Experience July 2007 - October 2007
Job Feasibility Manager, Hilton
Industry Hospitality
Experience
Hilton Hotels Corporation November 2008 - Present
JPMorgan July 2007 - October 2007
HEI Hotels & Resorts 2006 - 2006
Education
Cornell University 2002 — 2006
Hilton Hotels Corporation November 2008 - Present
JPMorgan July 2007 - October 2007
HEI Hotels & Resorts 2006 - 2006
Education
Cornell University 2002 — 2006
Joe Noto's JPMorgan Experience June 2008 - April 2009
Job Managing Director at Citadel LLC
Industry Investment Management
Experience
Citadel LLC September 2015 - Present
JP Morgan May 2009 - September 2015
JPMorgan June 2008 - April 2009
Bear Stearns International Ltd 2006 - June 2008
Bear Stearns & Co 2003 - 2006
Prudential Financial 1998 - 2003
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Accounting
Princeton University 1995 — 1998
MA, Politics
Drew University 1991 — 1995
Bachelor of Arts, Political Science
Citadel LLC September 2015 - Present
JP Morgan May 2009 - September 2015
JPMorgan June 2008 - April 2009
Bear Stearns International Ltd 2006 - June 2008
Bear Stearns & Co 2003 - 2006
Prudential Financial 1998 - 2003
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Accounting
Princeton University 1995 — 1998
MA, Politics
Drew University 1991 — 1995
Bachelor of Arts, Political Science
Ken Monaco's JPMorgan Experience January 1996 - September 2006
Job Sr. Compensation Manager at Barclays
Industry Human Resources
Experience
Barclays July 2008 - Present
SAP September 2006 - July 2008
JPMorgan Chase 1996 - 2007
JPMorgan January 1996 - September 2006
JPMorgan Chase / Chase Card Services 2000 - 2006
JPMorgan Private Bank 1996 - 2006
J.P. Morgan Chase 1996 - 2006
Skills
Human Resources, HRIS, Performance Management, Talent Management, PeopleSoft, HR Policies, Employee Benefits
Education
Drexel University 1990 — 1995
BS, Finance & Accounting
Drexel University - LeBow College of Business 1990 — 1995
Barclays July 2008 - Present
SAP September 2006 - July 2008
JPMorgan Chase 1996 - 2007
JPMorgan January 1996 - September 2006
JPMorgan Chase / Chase Card Services 2000 - 2006
JPMorgan Private Bank 1996 - 2006
J.P. Morgan Chase 1996 - 2006
Skills
Human Resources, HRIS, Performance Management, Talent Management, PeopleSoft, HR Policies, Employee Benefits
Education
Drexel University 1990 — 1995
BS, Finance & Accounting
Drexel University - LeBow College of Business 1990 — 1995
Jung Ryu's JPMorgan Experience 2005 - 2006
Job Research Analyst at OrbiMed Advisors
Industry Investment Management
Experience
OrbiMed Advisors September 2007 - Present
JPMorgan 2005 - 2006
Skills
Venture Capital, Private Equity, Microsoft Excel, Valuation, Financial Modeling, Equities, Bloomberg, Equity Research, Microsoft Word, Investment Banking, Hedge Funds, Financial Analysis
Education
Dickinson College
OrbiMed Advisors September 2007 - Present
JPMorgan 2005 - 2006
Skills
Venture Capital, Private Equity, Microsoft Excel, Valuation, Financial Modeling, Equities, Bloomberg, Equity Research, Microsoft Word, Investment Banking, Hedge Funds, Financial Analysis
Education
Dickinson College
Kim Brennan's JPMorgan Experience June 2008 - December 2012
Job Director John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2014 - Present
JPMorgan June 2008 - December 2012
State Street Bank & Trust (formerly Investor's Bank and Trust) March 2005 - June 2008
Skills
Financial Analysis, Bloomberg, Mutual Funds, Lean Management, Lean Tools, Process Improvement, Accounting
Education
Northeastern University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA)
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Humanities
John Hancock Investments November 2014 - Present
JPMorgan June 2008 - December 2012
State Street Bank & Trust (formerly Investor's Bank and Trust) March 2005 - June 2008
Skills
Financial Analysis, Bloomberg, Mutual Funds, Lean Management, Lean Tools, Process Improvement, Accounting
Education
Northeastern University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA)
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Humanities
Cathleen Driscoll Dettling's JPMorgan Experience July 1999 - Present
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan July 1999 - Present
Bank of America January 1996 - July 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 2000
MBA
Creighton University 1989 — 1993
JPMorgan July 1999 - Present
Bank of America January 1996 - July 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 2000
MBA
Creighton University 1989 — 1993
Anand Dandapani's JPMorgan Experience July 2014 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan July 2014 - Present
Ford Motor Company 1993 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
University of Kentucky 1990 — 1992
MS, Mechanical Engineering
Delhi College of Engineering 1986 — 1990
BE, Mechanical Engineering
JPMorgan July 2014 - Present
Ford Motor Company 1993 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
University of Kentucky 1990 — 1992
MS, Mechanical Engineering
Delhi College of Engineering 1986 — 1990
BE, Mechanical Engineering
Yianni Kaiafas's JPMorgan Experience March 2010 - Present
Job Vice President and Assistant General Counsel Legal Department at JPMorgan
Industry Law Practice
Experience
JPMorgan March 2010 - Present
Skills
Legal Research, Due Diligence, Corporate Law
Education
DePaul University College of Law 2004 — 2007
University of Michigan 2000 — 2004
B.A., Political Sciance
JPMorgan March 2010 - Present
Skills
Legal Research, Due Diligence, Corporate Law
Education
DePaul University College of Law 2004 — 2007
University of Michigan 2000 — 2004
B.A., Political Sciance
Bill Monroe's JPMorgan Experience 2006 - 2009
Job Leveraged finance
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2011 - Present
Fortress Group, Inc. 2010 - 2011
JPMorgan 2006 - 2009
Education
The Tuck School of Business at Dartmouth 2004 — 2006
Davidson College 1996 — 2000
SunTrust Robinson Humphrey September 2011 - Present
Fortress Group, Inc. 2010 - 2011
JPMorgan 2006 - 2009
Education
The Tuck School of Business at Dartmouth 2004 — 2006
Davidson College 1996 — 2000
Christina Moungey's JPMorgan Experience January 2000 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan January 2000 - Present
Skills
Capital Markets, Financial Modeling, Investment Banking
Education
Drake University 1995 — 1999
BS, International Business
JPMorgan January 2000 - Present
Skills
Capital Markets, Financial Modeling, Investment Banking
Education
Drake University 1995 — 1999
BS, International Business
Eric Passin's JPMorgan Experience September 2007 - March 2011
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
Julie Huss's JPMorgan Experience October 2007 - Present
Job Vice President, Compensation Manager
Industry Human Resources
Experience
JPMorgan October 2007 - Present
Paychex January 2005 - October 2007
Wellington Management 1998 - 2005
Putnam Investments 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
St. John Fisher College 1990 — 1994
BS, Accounting
JPMorgan October 2007 - Present
Paychex January 2005 - October 2007
Wellington Management 1998 - 2005
Putnam Investments 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
St. John Fisher College 1990 — 1994
BS, Accounting
Mike Sak's JPMorgan Experience 2006 - May 2012
Job Business Manager
Industry Financial Services
Experience
The PrivateBank March 2015 - Present
Edward Jones January 2014 - March 2015
Citi May 2012 - January 2014
JPMorgan 2006 - May 2012
J.P. Morgan October 2001 - June 2006
Skills
Banking, Certified Financial..., Series 7, Series 63, Wealth Management, Financial Services, Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Financial Analysis, Equities, Loans, Alternative Investments, Asset Allocation, Risk Management, Asset Managment, Credit Analysis, Securities, Mutual Funds, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation
The PrivateBank March 2015 - Present
Edward Jones January 2014 - March 2015
Citi May 2012 - January 2014
JPMorgan 2006 - May 2012
J.P. Morgan October 2001 - June 2006
Skills
Banking, Certified Financial..., Series 7, Series 63, Wealth Management, Financial Services, Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Financial Analysis, Equities, Loans, Alternative Investments, Asset Allocation, Risk Management, Asset Managment, Credit Analysis, Securities, Mutual Funds, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation
Lynn Christoffers's JPMorgan Experience 1988 - 2002
Job Videographer & Producer at Martha's Vineyard Community Television
Industry Photography
Experience
Martha's Vineyard Community Television June 2007 - Present
The Martha's VIneyard Times 2005 - Present
The Waitzkin Memorial Art Trust 2005 - Present
Lynn Christoffers 2002 - Present
JPMorgan 1988 - 2002
New York University 1985 - 1994
Skills
Curating, Contemporary Art, Fine Art Photography, Collections Management, Video Art, Portraits, Photography, Museum Collections, Art, Digital Photography, Fine Art, Visual Arts, Editing, Galleries, Museums, Art History
Education
New York University 1985 — 1994
MA, Studio Art-Photography
Drew University 1970 — 1974
BA, English/Art
Martha's Vineyard Community Television June 2007 - Present
The Martha's VIneyard Times 2005 - Present
The Waitzkin Memorial Art Trust 2005 - Present
Lynn Christoffers 2002 - Present
JPMorgan 1988 - 2002
New York University 1985 - 1994
Skills
Curating, Contemporary Art, Fine Art Photography, Collections Management, Video Art, Portraits, Photography, Museum Collections, Art, Digital Photography, Fine Art, Visual Arts, Editing, Galleries, Museums, Art History
Education
New York University 1985 — 1994
MA, Studio Art-Photography
Drew University 1970 — 1974
BA, English/Art
Juanita Hinojosa's JPMorgan Experience
Job Client associate at JPMorgan
Industry Financial Services
Experience
JPMorgan
Skills
Equities, Fixed Income, Wealth Management, Series 7, Microsoft Excel, Investments, Mutual Funds, Securities, Banking
Education
DePaul University 2007 — 2009
JPMorgan
Skills
Equities, Fixed Income, Wealth Management, Series 7, Microsoft Excel, Investments, Mutual Funds, Securities, Banking
Education
DePaul University 2007 — 2009
Hillary Matchett's JPMorgan Experience May 2010 - Present
Job JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan May 2010 - Present
UniCredit Markets & Investment Banking July 2007 - August 2008
Commerce Bank / TD Bank 2004 - 2007
JPMorgan 1995 - 2004
Education
Duke University 1992 — 1995
JPMorgan May 2010 - Present
UniCredit Markets & Investment Banking July 2007 - August 2008
Commerce Bank / TD Bank 2004 - 2007
JPMorgan 1995 - 2004
Education
Duke University 1992 — 1995
Tony Patti's JPMorgan Experience 1993 - 2001
Job Global Head of Fiduciary Risk Management and CRO Private Banking Wealth Management
Industry Financial Services
Experience
Credit Suisse September 2006 - Present
Merrill Lynch Investment Managers 2001 - September 2006
JPMorgan 1993 - 2001
Skills
Chartered Financial..., Market Risk, Equities, Hedge Funds, Risk Management, Investments, Asset Management, Financial Risk, Fixed Income, Derivatives, Equity Derivatives, Wealth Management, Financial Markets, Emerging Markets, Capital Markets, Trading, Asset Managment, Alternative Investments, Bloomberg, Structured Products, Investment Banking, Private Banking, FX Options, Valuation, Portfolio Management, Asset Allocation, Financial Modeling, Credit Derivatives, Investment Management
Education
Saint John's University
MBA, Finance
DeVry University 1984 — 1987
BS, Computer Information Systems
Credit Suisse September 2006 - Present
Merrill Lynch Investment Managers 2001 - September 2006
JPMorgan 1993 - 2001
Skills
Chartered Financial..., Market Risk, Equities, Hedge Funds, Risk Management, Investments, Asset Management, Financial Risk, Fixed Income, Derivatives, Equity Derivatives, Wealth Management, Financial Markets, Emerging Markets, Capital Markets, Trading, Asset Managment, Alternative Investments, Bloomberg, Structured Products, Investment Banking, Private Banking, FX Options, Valuation, Portfolio Management, Asset Allocation, Financial Modeling, Credit Derivatives, Investment Management
Education
Saint John's University
MBA, Finance
DeVry University 1984 — 1987
BS, Computer Information Systems
Philip Sutter's JPMorgan Experience April 2005 - March 2012
Job Director, Governance Policy at Livingston International
Industry Logistics and Supply Chain
Experience
Livingston International April 2012 - Present
JPMorgan April 2005 - March 2012
Vastera September 2000 - April 2005
Ford Motor Company June 1984 - September 2000
Ford Motor Credit Company July 1979 - June 1984
Skills
Risk Management, Process Improvement, Customs Regulations, Auditing, Problem Solving, Quality Oriented, Management by Facts, Special Trade Programs, Classification, Operations Management, International Trade, Trade Compliance, Supply Chain, Warehousing, Logistics, Supply Chain Management, Import, Analysis, International Business, Logistics Management, Export, Forecasting, Transportation, Leadership, Procurement
Education
Walsh College 1989 — 1992
Master of Science, Finance
Davenport University 1975 — 1979
Bachelor of Science, Accounting
Bishop Gallagher High School 1971 — 1975
Livingston International April 2012 - Present
JPMorgan April 2005 - March 2012
Vastera September 2000 - April 2005
Ford Motor Company June 1984 - September 2000
Ford Motor Credit Company July 1979 - June 1984
Skills
Risk Management, Process Improvement, Customs Regulations, Auditing, Problem Solving, Quality Oriented, Management by Facts, Special Trade Programs, Classification, Operations Management, International Trade, Trade Compliance, Supply Chain, Warehousing, Logistics, Supply Chain Management, Import, Analysis, International Business, Logistics Management, Export, Forecasting, Transportation, Leadership, Procurement
Education
Walsh College 1989 — 1992
Master of Science, Finance
Davenport University 1975 — 1979
Bachelor of Science, Accounting
Bishop Gallagher High School 1971 — 1975
Janet Reuther's JPMorgan Experience February 2005 - March 2011
Job Project Manager at Susquehanna International Group
Industry Banking
Experience
Susquehanna International Group June 2012 - Present
JPMorgan February 2005 - March 2011
FXpress Corporation 1996 - 2003
ACA 2000 - 2000
Ballard Spahr LLP 1991 - 1995
Skills
Reference Data, Analysis, Business Analysis, Market Data, Project Management, Software Project...
Education
Drexel University 1994 — 1996
Masters, Information Systems
The College of William and Mary
BA, Government
Susquehanna International Group June 2012 - Present
JPMorgan February 2005 - March 2011
FXpress Corporation 1996 - 2003
ACA 2000 - 2000
Ballard Spahr LLP 1991 - 1995
Skills
Reference Data, Analysis, Business Analysis, Market Data, Project Management, Software Project...
Education
Drexel University 1994 — 1996
Masters, Information Systems
The College of William and Mary
BA, Government
Pamela Cofer Jones's JPMorgan Experience August 2002 - December 2009
Job at
Industry Consumer Services
Experience
Texas Capital Bank October 2010 - Present
JPMorgan Chase & Co January 2002 - Present
JPMorgan August 2002 - December 2009
Bank of America December 1977 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Education
Dallas Baptist University
Dallas Baptist University
BA, Business Administration
Dallas County Community College District
AA, Business Administration
Texas Capital Bank October 2010 - Present
JPMorgan Chase & Co January 2002 - Present
JPMorgan August 2002 - December 2009
Bank of America December 1977 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Education
Dallas Baptist University
Dallas Baptist University
BA, Business Administration
Dallas County Community College District
AA, Business Administration
Michael Jarvis, CAIA's JPMorgan Experience 1997 - 2006
Job Senior Vice President, Portfolio Manager at U.S. Trust/Bank of America
Industry Investment Management
Experience
U.S. Trust/Bank of America May 2006 - Present
JPMorgan 1997 - 2006
First Chicago 1996 - 1997
Skills
Alternative Investments, Wealth Management, Portfolio Management, Hedge Funds, Asset Management, Asset Managment, Investment Management, Investments, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A., Finance
Illinois State University 1993 — 1995
Bachelor of Science (B.S.), Finance
U.S. Trust/Bank of America May 2006 - Present
JPMorgan 1997 - 2006
First Chicago 1996 - 1997
Skills
Alternative Investments, Wealth Management, Portfolio Management, Hedge Funds, Asset Management, Asset Managment, Investment Management, Investments, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A., Finance
Illinois State University 1993 — 1995
Bachelor of Science (B.S.), Finance
Jason Weber, CFA, FRM's JPMorgan Experience 2004 - 2005
Job Senior Vice President at Susquehanna Bancshares
Industry Banking
Experience
Susquehanna Bank 2013 - Present
TD 2013 - 2013
Capital One 2010 - 2013
Janney Montgomery Scott 2008 - 2010
Citi 2006 - 2007
UBS Investment Bank 2005 - 2006
JPMorgan 2004 - 2005
Ryan Beck & Co. 2000 - 2003
Skills
Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Banking
Education
Drexel University - College of Business and Administration
MBA
James Madison University
BBA, Finance
Susquehanna Bank 2013 - Present
TD 2013 - 2013
Capital One 2010 - 2013
Janney Montgomery Scott 2008 - 2010
Citi 2006 - 2007
UBS Investment Bank 2005 - 2006
JPMorgan 2004 - 2005
Ryan Beck & Co. 2000 - 2003
Skills
Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Banking
Education
Drexel University - College of Business and Administration
MBA
James Madison University
BBA, Finance
Yinan Huang's JPMorgan Experience June 2008 - August 2008
Job ETrading Strategist at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2013 - Present
Morgan Stanley August 2010 - March 2013
JPMorgan June 2008 - August 2008
Washington Mutual June 2007 - August 2007
Education
Cornell University 2005 — 2010
Ph.D, Operations Research
Tsinghua University 2000 — 2004
Bachelor, Electronic Engineering
Goldman Sachs April 2013 - Present
Morgan Stanley August 2010 - March 2013
JPMorgan June 2008 - August 2008
Washington Mutual June 2007 - August 2007
Education
Cornell University 2005 — 2010
Ph.D, Operations Research
Tsinghua University 2000 — 2004
Bachelor, Electronic Engineering
David Laub's JPMorgan Experience January 2009 - October 2009
Job Senior Software Developer
Industry Information Technology and Services
Experience
NorthShore University HealthSystem February 2014 - Present
Devonshire Playhouse January 1998 - June 2015
Topco Associates LLC August 2012 - September 2013
Attorneys' Liability Assurance Society, Inc. February 2011 - August 2012
Northwestern University October 2009 - March 2011
JPMorgan January 2009 - October 2009
Wheels, Inc. December 2003 - November 2008
Skills
XML, Microsoft SQL Server, .NET, SOA, Oracle, Design Patterns, MVC, Mobile Applications, Unit Testing, SQL, Agile Methodologies, ASP.NET, C#, Software Development, VB.NET, Enterprise Architecture, T-SQL, SharePoint, Web Services, HTML, jQuery, Java, Databases, ASP.NET MVC, Linux, Software Project..., JavaScript, Requirements Analysis, Integration, CSS, AJAX, C++, SDLC, IIS, Database Design, SSIS, Visual Studio
Education
DePaul University
Master of Science, Computer Science
Northeastern Illinois University
Bachelor's degree, Mathematics
NorthShore University HealthSystem February 2014 - Present
Devonshire Playhouse January 1998 - June 2015
Topco Associates LLC August 2012 - September 2013
Attorneys' Liability Assurance Society, Inc. February 2011 - August 2012
Northwestern University October 2009 - March 2011
JPMorgan January 2009 - October 2009
Wheels, Inc. December 2003 - November 2008
Skills
XML, Microsoft SQL Server, .NET, SOA, Oracle, Design Patterns, MVC, Mobile Applications, Unit Testing, SQL, Agile Methodologies, ASP.NET, C#, Software Development, VB.NET, Enterprise Architecture, T-SQL, SharePoint, Web Services, HTML, jQuery, Java, Databases, ASP.NET MVC, Linux, Software Project..., JavaScript, Requirements Analysis, Integration, CSS, AJAX, C++, SDLC, IIS, Database Design, SSIS, Visual Studio
Education
DePaul University
Master of Science, Computer Science
Northeastern Illinois University
Bachelor's degree, Mathematics
Gaytri Dani's JPMorgan Experience June 2008 - August 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2010 - Present
JPMorgan June 2008 - August 2010
Bear Stearns March 1999 - May 2008
NIIT 1995 - 1997
CMC Limited 1991 - 1995
Skills
Equities
Education
Institute of Management Technology, Ghaziabad 1988 — 1991
Delhi University
Kendriya Vidyalaya
Goldman Sachs August 2010 - Present
JPMorgan June 2008 - August 2010
Bear Stearns March 1999 - May 2008
NIIT 1995 - 1997
CMC Limited 1991 - 1995
Skills
Equities
Education
Institute of Management Technology, Ghaziabad 1988 — 1991
Delhi University
Kendriya Vidyalaya
Apollo Khine's JPMorgan Experience 2007 - 2008
Job Senior Vice President & Managing Director
Industry Banking
Experience
Synchrony Financial July 2014 - Present
GE Capital March 2014 - Present
JPMorgan Chase 2008 - 2014
JPMorgan 2007 - 2008
Putnam Lovell NBF 1999 - 2007
UBS Investment Bank 1997 - 1999
Goldman Sachs 1998 - 1998
PricewaterhouseCoopers 1991 - 1997
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Mergers, Private Equity, Equities, Due Diligence, Asset Management, Finance, Financial Services, Banking, Structured Finance, Strategic Financial..., Corporate Development, Series 7, M, Business Strategy, Financial Structuring, Financial Reporting, Strategy, Business Valuation, Series 63
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance/Accounting
Duke University 1987 — 1991
AB, Economics
Wilmington Friends School
Synchrony Financial July 2014 - Present
GE Capital March 2014 - Present
JPMorgan Chase 2008 - 2014
JPMorgan 2007 - 2008
Putnam Lovell NBF 1999 - 2007
UBS Investment Bank 1997 - 1999
Goldman Sachs 1998 - 1998
PricewaterhouseCoopers 1991 - 1997
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Mergers, Private Equity, Equities, Due Diligence, Asset Management, Finance, Financial Services, Banking, Structured Finance, Strategic Financial..., Corporate Development, Series 7, M, Business Strategy, Financial Structuring, Financial Reporting, Strategy, Business Valuation, Series 63
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance/Accounting
Duke University 1987 — 1991
AB, Economics
Wilmington Friends School
Supriya Singh's JPMorgan Experience July 2013 - May 2015
Job Project Lead (Associate) at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan July 2013 - May 2015
JPMorgan June 2011 - June 2013
JPMorgan February 2010 - May 2011
Xchanging March 2009 - May 2009
Skills
Business Analysis, Analysis, Requirements Analysis, Project Planning, Business Intelligence, Project Management, Business Process..., Business Process, Risk Management, Leadership, Management, Analytics, Business Strategy, Financial Analysis, Requirements Gathering, CRM, Software Project..., Financial Risk
Education
IBS, Hyderabad 2008 — 2010
MBA, Finance
Delhi University 2005 — 2008
Bsc(Honors), Computer Science
Bal Bharati Public School, Pitampura
JPMorgan Chase & Co. March 2015 - Present
JPMorgan July 2013 - May 2015
JPMorgan June 2011 - June 2013
JPMorgan February 2010 - May 2011
Xchanging March 2009 - May 2009
Skills
Business Analysis, Analysis, Requirements Analysis, Project Planning, Business Intelligence, Project Management, Business Process..., Business Process, Risk Management, Leadership, Management, Analytics, Business Strategy, Financial Analysis, Requirements Gathering, CRM, Software Project..., Financial Risk
Education
IBS, Hyderabad 2008 — 2010
MBA, Finance
Delhi University 2005 — 2008
Bsc(Honors), Computer Science
Bal Bharati Public School, Pitampura
Karen Jones's JPMorgan Experience November 2004 - October 2007
Job Senior Vice President, Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management October 2012 - Present
JPMorgan Chase Bank, N.A. October 2007 - October 2012
JPMorgan November 2004 - October 2007
North American Corpora 2001 - 2003
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Investments, Retirement Planning, Small Business Lending, Mergers & Acquisitions, Portfolio Management, Cash Management, Strategic Financial..., Credit Analysis, Strategic Planning, Risk Management, Estate Planning, Certifications Series 7..., Financial Advisory, Financial Modeling, Leadership, Private Banking, Wealth Management..., High Net Worth..., Securities, Asset Management, Investment Strategies, Small Business, Financial Services, Investment Advisory, Finance, Private Equity, Relationship Management, Mortgage Lending, Asset Allocation, Trust Services, Treasury Management, Financial Risk, Wealth, Equities
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
Master of Business Administration (MBA), Marketing, entrepreneurship
DePaul University 1980 — 1983
Bachelor of Science, Accounting
U.S. Trust, Bank of America Private Wealth Management October 2012 - Present
JPMorgan Chase Bank, N.A. October 2007 - October 2012
JPMorgan November 2004 - October 2007
North American Corpora 2001 - 2003
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Investments, Retirement Planning, Small Business Lending, Mergers & Acquisitions, Portfolio Management, Cash Management, Strategic Financial..., Credit Analysis, Strategic Planning, Risk Management, Estate Planning, Certifications Series 7..., Financial Advisory, Financial Modeling, Leadership, Private Banking, Wealth Management..., High Net Worth..., Securities, Asset Management, Investment Strategies, Small Business, Financial Services, Investment Advisory, Finance, Private Equity, Relationship Management, Mortgage Lending, Asset Allocation, Trust Services, Treasury Management, Financial Risk, Wealth, Equities
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
Master of Business Administration (MBA), Marketing, entrepreneurship
DePaul University 1980 — 1983
Bachelor of Science, Accounting
Meaghan Fanning Karczewski's JPMorgan Experience 2002 - Present
Job Executive Director, Equity Sales Trading at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan 2002 - Present
JPMorgan 2002 - Present
Bear Stearns March 2002 - June 2002
Bear Stearns June 2000 - March 2002
Education
Dartmouth College 1996 — 2000
JPMorgan 2002 - Present
JPMorgan 2002 - Present
Bear Stearns March 2002 - June 2002
Bear Stearns June 2000 - March 2002
Education
Dartmouth College 1996 — 2000
Rick Monteith's JPMorgan Experience June 2000 - June 2006
Job Managing Director at JP Morgan Chase Shared Services
Industry Financial Services
Experience
JP Morgan Chase 2010 - Present
Citigroup June 2006 - March 2009
JPMorgan June 2000 - June 2006
JP Morgan 1982 - 2000
Education
Fairleigh Dickinson University 1985 — 1987
Executive MBA, Finance / Business Administration
Dartmouth College 1978 — 1982
JP Morgan Chase 2010 - Present
Citigroup June 2006 - March 2009
JPMorgan June 2000 - June 2006
JP Morgan 1982 - 2000
Education
Fairleigh Dickinson University 1985 — 1987
Executive MBA, Finance / Business Administration
Dartmouth College 1978 — 1982
Albert Wagner's JPMorgan Experience May 2008 - August 2010
Job Security and Inestigations
Industry Security and Investigations
Experience
Hunt Oil Company July 2013 - October 2014
JPMorgan May 2008 - August 2010
JPMorgan Chase 2008 - August 2010
JP Morgan 2006 - August 2010
EMC Mortgage Corporation, subsidisary of Bear Stearns 2006 - August 2008
Bear Stearsn / EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) 2006 - August 2008
EMC Mortgage Corp. a division of JPMorgan Chase a former division of Bear Stearns 2006 - August 2008
Bear Stearns/EMC Mortgage Corp. 2006 - June 2008
Bear Stearns July 2006 - May 2008
Dallas Police Department August 1970 - September 2006
Skills
Security, Investigations, Change Management, Private Investigations, Fraud, Enforcement, Risk Assessment, Corporate Security, Criminal Investigations, Security Management, Internal Investigations, Investigation, Crisis Management, Physical Security, Business Continuity, Policy, Employee Relations, Surveillance, Background Checks, Security Audits, Police, Risk Management
Education
Dallas County Community College
Hunt Oil Company July 2013 - October 2014
JPMorgan May 2008 - August 2010
JPMorgan Chase 2008 - August 2010
JP Morgan 2006 - August 2010
EMC Mortgage Corporation, subsidisary of Bear Stearns 2006 - August 2008
Bear Stearsn / EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) 2006 - August 2008
EMC Mortgage Corp. a division of JPMorgan Chase a former division of Bear Stearns 2006 - August 2008
Bear Stearns/EMC Mortgage Corp. 2006 - June 2008
Bear Stearns July 2006 - May 2008
Dallas Police Department August 1970 - September 2006
Skills
Security, Investigations, Change Management, Private Investigations, Fraud, Enforcement, Risk Assessment, Corporate Security, Criminal Investigations, Security Management, Internal Investigations, Investigation, Crisis Management, Physical Security, Business Continuity, Policy, Employee Relations, Surveillance, Background Checks, Security Audits, Police, Risk Management
Education
Dallas County Community College
Heather Boldt's JPMorgan Experience August 2003 - Present
Job Convertible Bond Sales Trader at JPMorgan
Industry Financial Services
Experience
JPMorgan August 2003 - Present
Education
Dartmouth College 1999 — 2003
BA, Mathematics
JPMorgan August 2003 - Present
Education
Dartmouth College 1999 — 2003
BA, Mathematics
Bill Kusack's JPMorgan Experience November 1975 - May 2014
Job Retired Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan November 1975 - May 2014
Arthur Andersen & Co. June 1971 - November 1975
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1976 — 1978
MBA, Finance
St. Joseph's College (IN) 1967 — 1971
BS, Accounting
JPMorgan November 1975 - May 2014
Arthur Andersen & Co. June 1971 - November 1975
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1976 — 1978
MBA, Finance
St. Joseph's College (IN) 1967 — 1971
BS, Accounting
David Kuritsky, CFA's JPMorgan Experience June 2008 - February 2010
Job Investment Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC November 2011 - Present
Macquarie Bank February 2010 - November 2011
JPMorgan June 2008 - February 2010
Education
Duke University
BA, Political Science and Economics
Apollo Global Management LLC November 2011 - Present
Macquarie Bank February 2010 - November 2011
JPMorgan June 2008 - February 2010
Education
Duke University
BA, Political Science and Economics
Jim Lobraco's JPMorgan Experience 2003 - 2006
Job Senior Vice President/CFO at Hometown National Bank
Industry Financial Services
Experience
Hometown National Bank 2009 - Present
Spectrum February 2007 - August 2008
JPMorgan 2003 - 2006
JPMorgan 1998 - 2003
JPMorgan 1995 - 1998
JPMorgan 1994 - 1995
JPMorgan 1993 - 1994
JPMorgan 1992 - 1993
JPMorgan 1990 - 1992
JPMorgan 1988 - 1990
Skills
Internal Audit, Accounting, Forecasting, Cash Management, Budgets, Financial Reporting, Portfolio Management, Financial Modeling, Finance, Leadership, Hedge Funds, Account Reconciliation, Auditing, Financial Analysis, Banking, Loans
Education
DePaul University 1980 — 1984
BS, Accounting
Hometown National Bank 2009 - Present
Spectrum February 2007 - August 2008
JPMorgan 2003 - 2006
JPMorgan 1998 - 2003
JPMorgan 1995 - 1998
JPMorgan 1994 - 1995
JPMorgan 1993 - 1994
JPMorgan 1992 - 1993
JPMorgan 1990 - 1992
JPMorgan 1988 - 1990
Skills
Internal Audit, Accounting, Forecasting, Cash Management, Budgets, Financial Reporting, Portfolio Management, Financial Modeling, Finance, Leadership, Hedge Funds, Account Reconciliation, Auditing, Financial Analysis, Banking, Loans
Education
DePaul University 1980 — 1984
BS, Accounting
Anthony Ifill's JPMorgan Experience 2008 - 2008
Job Accounting Consultant / Project Manager at MetLife
Industry Banking
Experience
MetLife September 2008 - Present
JPMorgan Chase April 2006 - September 2008
JPMorgan 2008 - 2008
Education
Drexel University - LeBow College of Business 1996 — 2001
B.S., Business & Administration, Finance
MetLife September 2008 - Present
JPMorgan Chase April 2006 - September 2008
JPMorgan 2008 - 2008
Education
Drexel University - LeBow College of Business 1996 — 2001
B.S., Business & Administration, Finance
Edgar F. Reyes's JPMorgan Experience 2004 - 2008
Job Business Manager
Industry Investment Banking
Experience
JPMorgan 2004 - 2008
JPMorgan 1992 - 2004
JPMorgan 1988 - 1991
JPMorgan 1986 - 1987
JPMorgan 1984 - 1985
Philguarantee 1983 - 1984
Education
De La Salle University 1979 — 1983
Bachelor
JPMorgan 2004 - 2008
JPMorgan 1992 - 2004
JPMorgan 1988 - 1991
JPMorgan 1986 - 1987
JPMorgan 1984 - 1985
Philguarantee 1983 - 1984
Education
De La Salle University 1979 — 1983
Bachelor
Vlad Nedeoglo's JPMorgan Experience May 2005 - Present
Job Accounting & Financial Controls at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2005 - Present
Drexel University's LeBow College of Business 2004 - 2005
Education
Drexel University - LeBow College of Business
JPMorgan May 2005 - Present
Drexel University's LeBow College of Business 2004 - 2005
Education
Drexel University - LeBow College of Business
Valerie Martin, PMP's JPMorgan Experience 2004 - 2011
Job Vice President, Program Manager at Northern Trust
Industry Banking
Experience
Northern Trust February 2013 - Present
Apex Systems (currently under contract to Northern Trust) September 2012 - February 2013
JPMorgan Chase September 2011 - August 2012
Premier Systems, Under contract to Northern Trust Bank April 2011 - September 2011
JPMorgan 2004 - 2011
NiSource 2001 - 2004
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Risk Management, Banking, Business Process..., Disaster Recovery, IT Strategy, Financial Services, ITIL, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Software Project..., Vendor Management, Visio
Education
DePaul University
M.S., Information Systems with a concentration in Software Engineering and Application Development
University of Illinois at Chicago
B.S., Double Major - Information and Decision Sciences / Management
Northern Trust February 2013 - Present
Apex Systems (currently under contract to Northern Trust) September 2012 - February 2013
JPMorgan Chase September 2011 - August 2012
Premier Systems, Under contract to Northern Trust Bank April 2011 - September 2011
JPMorgan 2004 - 2011
NiSource 2001 - 2004
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Risk Management, Banking, Business Process..., Disaster Recovery, IT Strategy, Financial Services, ITIL, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Software Project..., Vendor Management, Visio
Education
DePaul University
M.S., Information Systems with a concentration in Software Engineering and Application Development
University of Illinois at Chicago
B.S., Double Major - Information and Decision Sciences / Management
Bill Bundy's JPMorgan Experience 1991 - 2007
Job Managing Director, Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2007 - Present
JPMorgan 1991 - 2007
Price Waterhouse 1988 - 1991
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Dartmouth College 1984 — 1988
AB, Geography
Wells Fargo Securities June 2007 - Present
JPMorgan 1991 - 2007
Price Waterhouse 1988 - 1991
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Dartmouth College 1984 — 1988
AB, Geography
Tracy Dangott's JPMorgan Experience 2003 - Present
Job Senior Product Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan 2003 - Present
Citigroup 1997 - 2003
Skills
Management, Product Management, Financial Services, Banking, Vendor Management
Education
DePaul University
JPMorgan 2003 - Present
Citigroup 1997 - 2003
Skills
Management, Product Management, Financial Services, Banking, Vendor Management
Education
DePaul University
Mercedes Schoppik's JPMorgan Experience April 2009 - Present
Job Head of Institutional Sales at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
Elizabeth Bannon's JPMorgan Experience 2000 - 2004
Job Medical Physicist at UMASS Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center March 2013 - Present
Mobius Medical Systems April 2012 - November 2012
UMass Memorial Medical Center July 2010 - March 2012
Tufts-New England Medical Center June 2008 - June 2010
Belaku Trust May 2007 - March 2008
JPMorgan 2000 - 2004
Skills
Clinical Research, Healthcare, Data Analysis, Medical Physics, Research, Quality Assurance, Cancer, Teaching, Statistics, Microsoft Excel, Programming, PowerPoint, Microsoft Office, Medical Devices, Microsoft Word, Hospitals
Education
Georgia Institute of Technology 2007 — 2010
M.S., Medical Physics
Drew University 2003 — 2006
B.A., Physics
NFHS
UMass Memorial Medical Center March 2013 - Present
Mobius Medical Systems April 2012 - November 2012
UMass Memorial Medical Center July 2010 - March 2012
Tufts-New England Medical Center June 2008 - June 2010
Belaku Trust May 2007 - March 2008
JPMorgan 2000 - 2004
Skills
Clinical Research, Healthcare, Data Analysis, Medical Physics, Research, Quality Assurance, Cancer, Teaching, Statistics, Microsoft Excel, Programming, PowerPoint, Microsoft Office, Medical Devices, Microsoft Word, Hospitals
Education
Georgia Institute of Technology 2007 — 2010
M.S., Medical Physics
Drew University 2003 — 2006
B.A., Physics
NFHS
Chip Fauver's JPMorgan Experience 1983 - 2008
Job CoCOO of Global Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
Patrick McCloskey's JPMorgan Experience 2004 - 2008
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
BNY Mellon January 2011 - September 2014
Nationwide Exchange 2008 - 2010
JPMorgan 2004 - 2008
JPMorgan 2003 - 2004
Bank One Investment Advisors 1999 - 2003
Bank One Exchange Corporation 1992 - 1999
Skills
Portfolio Management, Financial Services, Start-ups, Management, Business Development, Marketing Strategy, Sales, Sales Management, Risk Management, Investments, Product Development, Banking, Financial Analysis, Relationship Management, Finance, Asset Management, Securities, Credit, Mergers & Acquisitions, Loans, Financial Markets, Capital Markets, Equities, Hedge Funds, Fixed Income
Education
DePaul University College of Law
Juris Doctor
Northwestern University - Kellogg School of Management
MBA, Finance & International Business
Bank of America Merrill Lynch September 2014 - Present
BNY Mellon January 2011 - September 2014
Nationwide Exchange 2008 - 2010
JPMorgan 2004 - 2008
JPMorgan 2003 - 2004
Bank One Investment Advisors 1999 - 2003
Bank One Exchange Corporation 1992 - 1999
Skills
Portfolio Management, Financial Services, Start-ups, Management, Business Development, Marketing Strategy, Sales, Sales Management, Risk Management, Investments, Product Development, Banking, Financial Analysis, Relationship Management, Finance, Asset Management, Securities, Credit, Mergers & Acquisitions, Loans, Financial Markets, Capital Markets, Equities, Hedge Funds, Fixed Income
Education
DePaul University College of Law
Juris Doctor
Northwestern University - Kellogg School of Management
MBA, Finance & International Business
Sunil Annapareddy's JPMorgan Experience 2004 - 2007
Job
Industry Investment Management
Experience
Credit Suisse 2014 - Present
GBI, LLC 2010 - 2013
Citadel Investment Group 2007 - 2009
JPMorgan 2004 - 2007
Skills
Hedge Funds, Investment Banking, Corporate Development, Private Equity, Valuation, Equities, Mergers & Acquisitions, Bonds, Loans, Corporate Finance, Capital Markets, Leveraged Finance, Alternative Investments, Structured Finance, Investments
Education
Cornell University 2001 — 2004
B.Sc., Operations Research & Industrial Engineering
Credit Suisse 2014 - Present
GBI, LLC 2010 - 2013
Citadel Investment Group 2007 - 2009
JPMorgan 2004 - 2007
Skills
Hedge Funds, Investment Banking, Corporate Development, Private Equity, Valuation, Equities, Mergers & Acquisitions, Bonds, Loans, Corporate Finance, Capital Markets, Leveraged Finance, Alternative Investments, Structured Finance, Investments
Education
Cornell University 2001 — 2004
B.Sc., Operations Research & Industrial Engineering
Veronica Paredes's JPMorgan Experience August 1999 - March 2010
Job Business Systems Analyst at Northwestern University
Industry Human Resources
Experience
Northwestern University August 2013 - Present
Northwestern University February 2013 - August 2013
National Freight Carriers, Inc. August 2012 - February 2013
Universal Transportation, Inc. January 2011 - August 2012
Aon Consulting June 2010 - November 2010
JPMorgan August 1999 - March 2010
Towers Perrin 1992 - 1999
Skills
Benefits Administration, Insurance, Performance Management, Employee Engagement, Mergers & Acquisitions, Employee Benefits, Cold Calling, Management, HRIS, Time Management, Talent Management, Accounting, Spanish, Payroll, Defined Benefit, Teamwork, Negotiation, Human Resources, Talent Acquisition, Recruiting, Data Analysis, Customer Service, Employee Relations, Onboarding, Testing, Organizational...
Education
DePaul University 1999 — 2005
Bachelor of Arts, Human Resource
Northwestern University August 2013 - Present
Northwestern University February 2013 - August 2013
National Freight Carriers, Inc. August 2012 - February 2013
Universal Transportation, Inc. January 2011 - August 2012
Aon Consulting June 2010 - November 2010
JPMorgan August 1999 - March 2010
Towers Perrin 1992 - 1999
Skills
Benefits Administration, Insurance, Performance Management, Employee Engagement, Mergers & Acquisitions, Employee Benefits, Cold Calling, Management, HRIS, Time Management, Talent Management, Accounting, Spanish, Payroll, Defined Benefit, Teamwork, Negotiation, Human Resources, Talent Acquisition, Recruiting, Data Analysis, Customer Service, Employee Relations, Onboarding, Testing, Organizational...
Education
DePaul University 1999 — 2005
Bachelor of Arts, Human Resource
Matteo Chiaradonna's JPMorgan Experience March 1999 - May 2015
Job Business Systems Analyst
Industry Information Technology and Services
Experience
JPMorgan March 1999 - May 2015
CCA Strategies March 1999 - October 2006
Mercer September 1998 - March 1999
Mercer November 1995 - September 1998
Skills
Application Lifecycle..., VMware ESX, Citrix, Virtualization, Storage Area Networks, Control-M, Disaster Recovery, SDLC, Virtual Desktop, Data Center, IT Strategy, Enterprise Architecture, Vendor Management, Business Analysis, IT Management, Infrastructure, Integration, Requirements Analysis, Agile Methodologies, Software Development, Information Technology, IT Operations, Business Continuity, System Deployment, Requirements Gathering, Active Directory, IIS, Risk Management, VMware, Architecture, IT Service Management, ITIL
Education
DePaul University 1991 — 1995
BS, Mathematics - Actuarial Sciences
JPMorgan March 1999 - May 2015
CCA Strategies March 1999 - October 2006
Mercer September 1998 - March 1999
Mercer November 1995 - September 1998
Skills
Application Lifecycle..., VMware ESX, Citrix, Virtualization, Storage Area Networks, Control-M, Disaster Recovery, SDLC, Virtual Desktop, Data Center, IT Strategy, Enterprise Architecture, Vendor Management, Business Analysis, IT Management, Infrastructure, Integration, Requirements Analysis, Agile Methodologies, Software Development, Information Technology, IT Operations, Business Continuity, System Deployment, Requirements Gathering, Active Directory, IIS, Risk Management, VMware, Architecture, IT Service Management, ITIL
Education
DePaul University 1991 — 1995
BS, Mathematics - Actuarial Sciences
Rob Vincent's JPMorgan Experience April 2000 - Present
Job Managing Director, Associate General Counsel, Deputy Corporate Secretary, JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan April 2000 - Present
Cravath, Swaine & Moore LLP September 1995 - April 2000
Skills
Capital Markets, Securities, Mergers & Acquisitions, Private Equity, Hedge Funds, Equities, Investment Banking, Fixed Income, Corporate Finance, Investments, Asset Management, Alternative Investments, Venture Capital, Securities Regulation
Education
Dartmouth College
Duke University School of Law
JPMorgan April 2000 - Present
Cravath, Swaine & Moore LLP September 1995 - April 2000
Skills
Capital Markets, Securities, Mergers & Acquisitions, Private Equity, Hedge Funds, Equities, Investment Banking, Fixed Income, Corporate Finance, Investments, Asset Management, Alternative Investments, Venture Capital, Securities Regulation
Education
Dartmouth College
Duke University School of Law
Daniel De Los Rios's JPMorgan Experience May 2009 - March 2010
Job Investor Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Merrill Lynch July 2012 - August 2013
J.P. Morgan July 2010 - July 2012
JPMorgan May 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Education
DePaul University 2006 — 2010
Palmer Trinity School 1999 — 2006
Colegio Anglo Colombiano 1992 — 1999
Other
J.P. Morgan September 2013 - Present
Merrill Lynch July 2012 - August 2013
J.P. Morgan July 2010 - July 2012
JPMorgan May 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Education
DePaul University 2006 — 2010
Palmer Trinity School 1999 — 2006
Colegio Anglo Colombiano 1992 — 1999
Other
Anita Glencoe's JPMorgan Experience 1987 - 2005
Job Senior Portfolio Manager at Bank of America
Industry Financial Services
Experience
US Trust,Bank of America July 2005 - Present
JPMorgan Chase September 1987 - July 2005
JPMorgan 1987 - 2005
Skills
Portfolio Management, Investments, Asset Management, Fixed Income, Wealth Management, Alternative Investments, Series 7, Equities, Hedge Funds, Asset Allocation, Capital Markets, Mutual Funds, Banking, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Finance
US Trust,Bank of America July 2005 - Present
JPMorgan Chase September 1987 - July 2005
JPMorgan 1987 - 2005
Skills
Portfolio Management, Investments, Asset Management, Fixed Income, Wealth Management, Alternative Investments, Series 7, Equities, Hedge Funds, Asset Allocation, Capital Markets, Mutual Funds, Banking, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Finance
Leslie Erde's JPMorgan Experience July 2007 - March 2010
Job Actuarial Analyst
Industry Financial Services
Experience
Anthem May 2013 - Present
Aon Hewitt April 2010 - May 2013
JPMorgan July 2007 - March 2010
Principal Financial Group May 2005 - May 2007
CCA Strategies March 2006 - August 2006
Skills
Actuarial Science, Employee Benefits, Pensions, Retirement, Analysis, Financial Analysis, Defined Benefit, Insurance, Financial Modeling, Risk Management
Education
Drake University 2003 — 2007
BSBA, Actuarial Science/Finance
Anthem May 2013 - Present
Aon Hewitt April 2010 - May 2013
JPMorgan July 2007 - March 2010
Principal Financial Group May 2005 - May 2007
CCA Strategies March 2006 - August 2006
Skills
Actuarial Science, Employee Benefits, Pensions, Retirement, Analysis, Financial Analysis, Defined Benefit, Insurance, Financial Modeling, Risk Management
Education
Drake University 2003 — 2007
BSBA, Actuarial Science/Finance
Jeannine Tran's JPMorgan Experience May 2011 - January 2013
Job Relationship Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation April 2014 - October 2014
Northern Trust January 2013 - April 2014
JPMorgan May 2011 - January 2013
Northern Trust May 2009 - May 2011
Skills
Bloomberg, Fixed Income, Banking, Business Analysis, Investments, Risk Management, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Accounting, Analysis, Financial Services, Equities, Investment Banking, Derivatives, Negotiation
Education
DePaul University
Bachelor, Finance
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation April 2014 - October 2014
Northern Trust January 2013 - April 2014
JPMorgan May 2011 - January 2013
Northern Trust May 2009 - May 2011
Skills
Bloomberg, Fixed Income, Banking, Business Analysis, Investments, Risk Management, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Accounting, Analysis, Financial Services, Equities, Investment Banking, Derivatives, Negotiation
Education
DePaul University
Bachelor, Finance
Lauren Odell's JPMorgan Experience 2002 - 2008
Job Director at Brunswick Group
Industry Public Relations and Communications
Experience
Brunswick Group May 2008 - Present
JPMorgan 2002 - 2008
Education
Dartmouth College 1998 — 2002
Bachelor of Arts
Brunswick Group May 2008 - Present
JPMorgan 2002 - 2008
Education
Dartmouth College 1998 — 2002
Bachelor of Arts
Timothy Wons's JPMorgan Experience 2003 - Present
Job Senior Vice President Acquisitions and Development at LHP Hospital Group
Industry Investment Banking
Experience
LHP Hospital Group August 2015 - Present
JPMorgan 2003 - Present
J.P. Morgan Securities Inc. August 2003 - August 2015
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Public Finance, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Corporate Finance, Bonds, Securities, Equities, Nonprofits
Education
DePaul University College of Law 1990 — 1994
Doctor of Law (J.D.), Law
Eastern Illinois University 1985 — 1989
Bachelor of Science in Business, Accounting
LHP Hospital Group August 2015 - Present
JPMorgan 2003 - Present
J.P. Morgan Securities Inc. August 2003 - August 2015
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Public Finance, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Corporate Finance, Bonds, Securities, Equities, Nonprofits
Education
DePaul University College of Law 1990 — 1994
Doctor of Law (J.D.), Law
Eastern Illinois University 1985 — 1989
Bachelor of Science in Business, Accounting
Courtney Chandler's JPMorgan Experience 2008 - 2009
Job Certified Professional Dog Trainer (CPDTKA)
Industry Veterinary
Experience
Waggly Dog: Training & Behavior Advice January 2015 - July 2015
Lot18 2011 - 2012
FilmNation Entertainment 2011 - 2011
General Entertainment & Management, NYC 2010 - 2010
JPMorgan 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2005 - 2006
Skills
Dog Training, Dog Behavior, Animal Behavior, Behavior Modification, Applied Behavior..., Learning Theory, Competitive Analysis, Business Strategy, Business Analysis, Marketing Strategy, Start-ups, Strategy, Financial Modeling, Project Management, Strategic Planning, Marketing Research, Change Management, HTML, Digital Strategy, Team Management, International Business, Small Business
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, Finance, and Media & Technology
Dartmouth College 2001 — 2005
B.A., Classical Archaeology
University of Cambridge 2005 — 2006
Certificate, International Business
Waggly Dog: Training & Behavior Advice January 2015 - July 2015
Lot18 2011 - 2012
FilmNation Entertainment 2011 - 2011
General Entertainment & Management, NYC 2010 - 2010
JPMorgan 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2005 - 2006
Skills
Dog Training, Dog Behavior, Animal Behavior, Behavior Modification, Applied Behavior..., Learning Theory, Competitive Analysis, Business Strategy, Business Analysis, Marketing Strategy, Start-ups, Strategy, Financial Modeling, Project Management, Strategic Planning, Marketing Research, Change Management, HTML, Digital Strategy, Team Management, International Business, Small Business
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, Finance, and Media & Technology
Dartmouth College 2001 — 2005
B.A., Classical Archaeology
University of Cambridge 2005 — 2006
Certificate, International Business
Nisreen Khatib, CPA's JPMorgan Experience March 2010 - December 2010
Job Manager Advisory and Special Audit Services at CNA Insurance
Industry Accounting
Experience
CNA Insurance September 2015 - Present
CNA Insurance January 2015 - September 2015
EY October 2014 - December 2014
EY October 2013 - October 2014
Ernst & Young October 2012 - October 2013
DePaul University July 2009 - June 2012
Sara Lee June 2011 - August 2011
Ernst & Young January 2011 - March 2011
JPMorgan March 2010 - December 2010
Skills
Accounting, Microsoft Excel, Tax, Financial Analysis, Internal Audit, Recruiting, Financial Accounting, Financial Reporting
Education
DePaul University 2008 — 2012
Bachelor of Science in Business (B.S.) Magna Cum Lade, Accounting and Management-HR
DePaul University
Master of Business Administration (MBA)
NVHS
CNA Insurance September 2015 - Present
CNA Insurance January 2015 - September 2015
EY October 2014 - December 2014
EY October 2013 - October 2014
Ernst & Young October 2012 - October 2013
DePaul University July 2009 - June 2012
Sara Lee June 2011 - August 2011
Ernst & Young January 2011 - March 2011
JPMorgan March 2010 - December 2010
Skills
Accounting, Microsoft Excel, Tax, Financial Analysis, Internal Audit, Recruiting, Financial Accounting, Financial Reporting
Education
DePaul University 2008 — 2012
Bachelor of Science in Business (B.S.) Magna Cum Lade, Accounting and Management-HR
DePaul University
Master of Business Administration (MBA)
NVHS
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS