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
Christopher Crossen Christopher Crossen's JPMorgan Experience 2001 - 2004
Job Beaumont Health
Industry Marketing and Advertising
Experience
Beaumont Health System January 2015 - Present
Northwood University July 2008 - Present
WC & Associates January 2009 - January 2015
Comerica Bank May 2006 - March 2009
JPMorgan 2001 - 2004
Peoples State Bank 2001 - 2002
Michigan National Corp. 1989 - 2001
LaSalle Bank Midwest (fka Standard Federal Bank fka Michigan National Bank) 1989 - 2001
Toldeo Trust 1980 - 1985
Skills
Customer Relations, Credit, Loans, Business Planning, Banking, Financial Analysis, Insurance, Strategic Planning, Customer Service, Leadership, Sales, Finance, Management, Training, Marketing, New Business Development, Mergers & Acquisitions, Portfolio Management, Business Development
Education
University of Toledo 1973 — 1976
MBA, Marketing
Eastern Michigan University 1969 — 1973
BBA, Marketing
De La Salle Collegiate 1964 — 1969
College Prep
Beaumont Health System January 2015 - Present
Northwood University July 2008 - Present
WC & Associates January 2009 - January 2015
Comerica Bank May 2006 - March 2009
JPMorgan 2001 - 2004
Peoples State Bank 2001 - 2002
Michigan National Corp. 1989 - 2001
LaSalle Bank Midwest (fka Standard Federal Bank fka Michigan National Bank) 1989 - 2001
Toldeo Trust 1980 - 1985
Skills
Customer Relations, Credit, Loans, Business Planning, Banking, Financial Analysis, Insurance, Strategic Planning, Customer Service, Leadership, Sales, Finance, Management, Training, Marketing, New Business Development, Mergers & Acquisitions, Portfolio Management, Business Development
Education
University of Toledo 1973 — 1976
MBA, Marketing
Eastern Michigan University 1969 — 1973
BBA, Marketing
De La Salle Collegiate 1964 — 1969
College Prep
Eileen Clark Eileen Clark's JPMorgan Experience 1988 - 2010
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
Erick Burgos Erick Burgos's JPMorgan Experience June 2007 - August 2007
Job Cofounder/President at RE/MAX Select Partners
Industry Real Estate
Experience
RE/MAX Select Partners November 2014 - Present
VMware August 2013 - October 2014
Intel Corporation May 2010 - August 2013
VMware 2013 - 2013
Intel July 2008 - May 2010
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Forecasting, Process Improvement, Competitive Analysis, Corporate Finance, Data Analysis, Strategic Planning, Project Management, Financial Forecasting, Program Management, Analytics, Business Analysis, Business Strategy, Vendor Management, Business Process..., Budgets, Strategy, Analysis, Strategic Financial..., Project Planning, Finance, Management
Education
Penn State University 2006 — 2008
MBA, Corporate Finance and Investment Management
Florida International University
Bachelor of Science (BS), Finance, General
RE/MAX Select Partners November 2014 - Present
VMware August 2013 - October 2014
Intel Corporation May 2010 - August 2013
VMware 2013 - 2013
Intel July 2008 - May 2010
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Forecasting, Process Improvement, Competitive Analysis, Corporate Finance, Data Analysis, Strategic Planning, Project Management, Financial Forecasting, Program Management, Analytics, Business Analysis, Business Strategy, Vendor Management, Business Process..., Budgets, Strategy, Analysis, Strategic Financial..., Project Planning, Finance, Management
Education
Penn State University 2006 — 2008
MBA, Corporate Finance and Investment Management
Florida International University
Bachelor of Science (BS), Finance, General
William J. Kelly William J. Kelly's JPMorgan Experience 1985 - 2000
Job Director, Aon Global Risk Consulting
Industry Insurance
Experience
Aon Global Risk Consulting March 2015 - Present
PwC April 2003 - March 2015
Willis 2000 - 2002
JPMorgan 1985 - 2000
Skills
Property & Casualty..., Commercial Lines, D&O, Liability, Claims Management, Claims, Insurance, Underwriting, Enterprise Risk..., Risk Management, Commercial Insurance, Workers Compensation, Professional Liability, Casualty, General Liability, Claim, Legal Liability, Mergers & Acquisitions, Risk Assessment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), With Distinction
Fordham University
Bachelor of Arts (BA), English Literature, magna cum laude
Aon Global Risk Consulting March 2015 - Present
PwC April 2003 - March 2015
Willis 2000 - 2002
JPMorgan 1985 - 2000
Skills
Property & Casualty..., Commercial Lines, D&O, Liability, Claims Management, Claims, Insurance, Underwriting, Enterprise Risk..., Risk Management, Commercial Insurance, Workers Compensation, Professional Liability, Casualty, General Liability, Claim, Legal Liability, Mergers & Acquisitions, Risk Assessment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), With Distinction
Fordham University
Bachelor of Arts (BA), English Literature, magna cum laude
Charity Boutte's JPMorgan Experience 2002 - 2002
Job Transparency Strategy & Product Management at Aetna
Industry Insurance
Experience
Aetna November 2012 - Present
Aetna January 2012 - October 2012
Aetna June 2011 - January 2012
The University of Texas at Austin 2010 - 2011
Aetna June 2010 - August 2010
Nonprofit Finance Fund 2007 - 2008
Credit Suisse 2003 - 2007
JPMorgan 2002 - 2002
3M 2001 - 2001
3M 2000 - 2000
Skills
Strategy, Financial Modeling, Strategic Planning, Program Management, Cross-functional Team..., Leadership, Competitive Analysis, Business Development, Analysis, Financial Analysis, Data Analysis, Process Improvement, Business Analysis, Analytics, Market Research, Finance, Business Strategy, Management Consulting, Social Media, Project Management
Education
The University of Texas at Austin 2009 — 2011
MA, American Studies
Florida Agricultural and Mechanical University 1998 — 2003
BS, Business, Finance
Aetna November 2012 - Present
Aetna January 2012 - October 2012
Aetna June 2011 - January 2012
The University of Texas at Austin 2010 - 2011
Aetna June 2010 - August 2010
Nonprofit Finance Fund 2007 - 2008
Credit Suisse 2003 - 2007
JPMorgan 2002 - 2002
3M 2001 - 2001
3M 2000 - 2000
Skills
Strategy, Financial Modeling, Strategic Planning, Program Management, Cross-functional Team..., Leadership, Competitive Analysis, Business Development, Analysis, Financial Analysis, Data Analysis, Process Improvement, Business Analysis, Analytics, Market Research, Finance, Business Strategy, Management Consulting, Social Media, Project Management
Education
The University of Texas at Austin 2009 — 2011
MA, American Studies
Florida Agricultural and Mechanical University 1998 — 2003
BS, Business, Finance
Mariana Coontz Mariana Coontz's JPMorgan Experience August 2007 - May 2011
Job Senior Vice President, Treasury Risk
Industry Financial Services
Experience
Synchrony Financial April 2014 - Present
JPMorgan Chase May 2011 - April 2014
JPMorgan August 2007 - May 2011
JPMorgan Chase July 2006 - July 2007
JPMorgan Chase April 2006 - July 2007
Fordham University 1999 - 2003
White House Office of Political Affairs 2001 - 2001
Skills
Basel II, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Financial Analysis, Investment Banking, Equities, Valuation, Banking, Credit Risk, Finance, Financial Risk, Hedge Funds, Portfolio Management, Management, Risk Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
BS, Finance
Fordham University 1999 — 2003
Bachelor of Science, Finance & MIS
Synchrony Financial April 2014 - Present
JPMorgan Chase May 2011 - April 2014
JPMorgan August 2007 - May 2011
JPMorgan Chase July 2006 - July 2007
JPMorgan Chase April 2006 - July 2007
Fordham University 1999 - 2003
White House Office of Political Affairs 2001 - 2001
Skills
Basel II, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Financial Analysis, Investment Banking, Equities, Valuation, Banking, Credit Risk, Finance, Financial Risk, Hedge Funds, Portfolio Management, Management, Risk Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
BS, Finance
Fordham University 1999 — 2003
Bachelor of Science, Finance & MIS
Brian Jamison Brian Jamison's JPMorgan Experience 2000 - 2007
Job VP Compliance Manager JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
Marie Espinal Marie Espinal's JPMorgan Experience March 2001 - February 2007
Job Douglas Elliman HMJ Margolis Team
Industry Real Estate
Experience
Douglas Elliman Real Estate May 2007 - Present
JPMorgan March 2001 - February 2007
Skills
Budgets, Business Development, Entrepreneurship, Investments, Real Estate, Referrals, Purchasing, Commercial Real Estate, Finance, Leases, Management, Marketing, Negotiation, Property, Real Estate Transactions, Rentals, Residential Homes, Sales, Sellers, Strategy, Time Management
Education
Fordham University 1998 — 2001
Bachelor of Arts, Finance/ Economics
Douglas Elliman Real Estate May 2007 - Present
JPMorgan March 2001 - February 2007
Skills
Budgets, Business Development, Entrepreneurship, Investments, Real Estate, Referrals, Purchasing, Commercial Real Estate, Finance, Leases, Management, Marketing, Negotiation, Property, Real Estate Transactions, Rentals, Residential Homes, Sales, Sellers, Strategy, Time Management
Education
Fordham University 1998 — 2001
Bachelor of Arts, Finance/ Economics
Jeremy Dobes, CMA®, MAFM Jeremy Dobes, CMA®, MAFM's JPMorgan Experience May 2004 - July 2005
Job Strategic Financial Analyst Consulting FP&A Financial Services
Industry Information Technology and Services
Experience
Acclaris September 2013 - Present
Kforce Professional Staffing November 2008 - September 2013
Northwestern Mutual May 2008 - November 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley July 2005 - April 2007
JPMorgan May 2004 - July 2005
Merrill Lynch June 2002 - August 2003
Skills
Planning, budgeting,..., Trend Analysis, Derivatives, Capital Markets, Equities, Financial Analysis, Fixed Income, Bonds, Financial Modeling, Corporate FP&A, Financial Planning and..., Corporate Finance, Decision analysis and..., Strategic Financial..., Cost Management, Credit Risk, Key Performance..., Financial Statement..., Internal Controls, Investment decisions..., Sensitivity Analysis, Portfolio Optimization, Portfolio Management, Enterprise Reporting..., Complaince, Performance management, Treasury, Equity Valuation, Mutual Funds, ERP Implementations, Treasury Management, FX Options, Hyperion Enterprise, Financial Forecasting, Essbase, Securities, Hedging, Interest Rate..., Interest Rate Hedging, FX Derivatives, FX Hedging, Cash-flow Management, Cash Flow Forecasting, Strategic Planning, Benefit Cost Analysis, Capital Budgeting, Analytics, Financial Services, Strategy, Cash Management
Education
Institute of Management Accountants 2012 — 2012
CMA® - Certified Management Accountant, Accounting and Financial Management, http://www.imanet.org
University of Maryland University College 2010 — 2012
Masters, Accounting and Financial Management, 3.8
Eckerd College 1998 — 2002
B.A., Management & Finance
Acclaris September 2013 - Present
Kforce Professional Staffing November 2008 - September 2013
Northwestern Mutual May 2008 - November 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley July 2005 - April 2007
JPMorgan May 2004 - July 2005
Merrill Lynch June 2002 - August 2003
Skills
Planning, budgeting,..., Trend Analysis, Derivatives, Capital Markets, Equities, Financial Analysis, Fixed Income, Bonds, Financial Modeling, Corporate FP&A, Financial Planning and..., Corporate Finance, Decision analysis and..., Strategic Financial..., Cost Management, Credit Risk, Key Performance..., Financial Statement..., Internal Controls, Investment decisions..., Sensitivity Analysis, Portfolio Optimization, Portfolio Management, Enterprise Reporting..., Complaince, Performance management, Treasury, Equity Valuation, Mutual Funds, ERP Implementations, Treasury Management, FX Options, Hyperion Enterprise, Financial Forecasting, Essbase, Securities, Hedging, Interest Rate..., Interest Rate Hedging, FX Derivatives, FX Hedging, Cash-flow Management, Cash Flow Forecasting, Strategic Planning, Benefit Cost Analysis, Capital Budgeting, Analytics, Financial Services, Strategy, Cash Management
Education
Institute of Management Accountants 2012 — 2012
CMA® - Certified Management Accountant, Accounting and Financial Management, http://www.imanet.org
University of Maryland University College 2010 — 2012
Masters, Accounting and Financial Management, 3.8
Eckerd College 1998 — 2002
B.A., Management & Finance
Blane Cordes Blane Cordes's JPMorgan Experience October 2009 - December 2012
Job Software Engineer at Dish Network
Industry Internet
Experience
Dish Network January 2013 - Present
JPMorgan October 2009 - December 2012
J.P. Morgan June 2008 - October 2009
Spencer Trask May 2007 - September 2007
UBS Wealth Management May 2006 - September 2006
Skills
Prime Brokerage, Hedge Funds, Ruby, Ruby on Rails, JavaScript, jQuery, MySQL, PostgreSQL, HTML, HTML 5, CSS, RSpec, Cucumber, SQL, Test Driven Development, Heroku, Series 7, Microsoft Office, Derivatives, Equity Derivatives, Fixed Income, Equities, Vertex, Recurly, Mandrill, Bloomberg, Trading Systems
Education
Fairfield University 2004 — 2008
BS, Finance and Accounting
St. Rose of Belmar High School 2000 — 2004
Dish Network January 2013 - Present
JPMorgan October 2009 - December 2012
J.P. Morgan June 2008 - October 2009
Spencer Trask May 2007 - September 2007
UBS Wealth Management May 2006 - September 2006
Skills
Prime Brokerage, Hedge Funds, Ruby, Ruby on Rails, JavaScript, jQuery, MySQL, PostgreSQL, HTML, HTML 5, CSS, RSpec, Cucumber, SQL, Test Driven Development, Heroku, Series 7, Microsoft Office, Derivatives, Equity Derivatives, Fixed Income, Equities, Vertex, Recurly, Mandrill, Bloomberg, Trading Systems
Education
Fairfield University 2004 — 2008
BS, Finance and Accounting
St. Rose of Belmar High School 2000 — 2004
Ed Wilson Ed Wilson's JPMorgan Experience 2005 - June 2010
Job Director & Senior Portfolio Manager at Webster Private Bank
Industry Financial Services
Experience
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Kirsten Hardy Kirsten Hardy's JPMorgan Experience June 2014 - July 2015
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Banking
Experience
JPMorgan June 2014 - July 2015
PNC September 2013 - June 2014
PNC June 2011 - September 2013
Georgetown University August 2010 - May 2011
Georgetown University Office of Advancement May 2010 - May 2011
Dan Seals for Congress May 2010 - September 2010
United States Senator Richard J. Durbin January 2010 - May 2010
United States Senator Richard J. Durbin May 2009 - July 2009
Manatos and Manatos, Public Affairs Firm September 2008 - May 2009
Skills
Fluent in Mandarin..., Microsoft Office, Social Media, Financial Modeling, Financial Analysis, Research, Economics, Microsoft Excel, Data Analysis, PowerPoint, International Relations, Policy Analysis, Commercial Banking, Underwriting, Risk Management, International Business, CRM, Foreign Policy Analysis, Chinese Foreign Policy, U.S. foreign policy, U.S.-China relations, Diplomacy, Business Development, Relationship Management, Pivot Tables, Leadership
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Georgetown University, Walsh School of Foreign Service 2007 — 2011
B.S.F.S., International Politics; Foreign Policy and Policy Processes
East China Normal University 2009 — 2009
JPMorgan June 2014 - July 2015
PNC September 2013 - June 2014
PNC June 2011 - September 2013
Georgetown University August 2010 - May 2011
Georgetown University Office of Advancement May 2010 - May 2011
Dan Seals for Congress May 2010 - September 2010
United States Senator Richard J. Durbin January 2010 - May 2010
United States Senator Richard J. Durbin May 2009 - July 2009
Manatos and Manatos, Public Affairs Firm September 2008 - May 2009
Skills
Fluent in Mandarin..., Microsoft Office, Social Media, Financial Modeling, Financial Analysis, Research, Economics, Microsoft Excel, Data Analysis, PowerPoint, International Relations, Policy Analysis, Commercial Banking, Underwriting, Risk Management, International Business, CRM, Foreign Policy Analysis, Chinese Foreign Policy, U.S. foreign policy, U.S.-China relations, Diplomacy, Business Development, Relationship Management, Pivot Tables, Leadership
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Georgetown University, Walsh School of Foreign Service 2007 — 2011
B.S.F.S., International Politics; Foreign Policy and Policy Processes
East China Normal University 2009 — 2009
Joseph Tinti Joseph Tinti's JPMorgan Experience January 2014 - Present
Job Analyst at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2014 - Present
JPMorgan June 2011 - January 2014
JPMorgan Chase &Co. June 2010 - August 2010
Education
Fordham University 2008 — 2011
Bachelor of Science in Business Administration, Concentration in Finance
JPMorgan January 2014 - Present
JPMorgan June 2011 - January 2014
JPMorgan Chase &Co. June 2010 - August 2010
Education
Fordham University 2008 — 2011
Bachelor of Science in Business Administration, Concentration in Finance
Anthony Inneo Anthony Inneo's JPMorgan Experience June 1994 - December 2009
Job CEO and Founder of From Now On Productions, LLC
Industry Entertainment
Experience
FROM NOW ON PRODUCTIONS LLC July 1995 - Present
JPMorgan June 1994 - December 2009
Skills
Television, Producing, Film, Entertainment, Singing, Theatre, Acting, Voice Over, Social Media, Music, Event Management
Education
Fairleigh Dickenson University in Rutherford, New Jersey.
Undergrad, Business Management
FROM NOW ON PRODUCTIONS LLC July 1995 - Present
JPMorgan June 1994 - December 2009
Skills
Television, Producing, Film, Entertainment, Singing, Theatre, Acting, Voice Over, Social Media, Music, Event Management
Education
Fairleigh Dickenson University in Rutherford, New Jersey.
Undergrad, Business Management
Dharma S. Potu Dharma S. Potu's JPMorgan Experience January 2000 - January 2001
Job
Industry Financial Services
Experience
Milestone April 2015 - Present
Ernst & Young March 2013 - April 2015
Barclays Capital January 2010 - March 2013
Ernst & Young LLP September 2006 - January 2010
Citigroup January 2005 - August 2005
Advent Software May 2001 - January 2004
JPMorgan January 2000 - January 2001
Skills
Risk Management, Management Consulting, Finance, Change Management, Finance Transformation, Fixed Income, Trading, Management, Relationship Management, Product Control, Liquidity Risk
Education
Emory University
BA
Fordham Gabelli School of Business
MBA
Milestone April 2015 - Present
Ernst & Young March 2013 - April 2015
Barclays Capital January 2010 - March 2013
Ernst & Young LLP September 2006 - January 2010
Citigroup January 2005 - August 2005
Advent Software May 2001 - January 2004
JPMorgan January 2000 - January 2001
Skills
Risk Management, Management Consulting, Finance, Change Management, Finance Transformation, Fixed Income, Trading, Management, Relationship Management, Product Control, Liquidity Risk
Education
Emory University
BA
Fordham Gabelli School of Business
MBA
Chad Shepler Chad Shepler's JPMorgan Experience June 2002 - February 2004
Job General Manager at Instacart
Industry Hospital & Health Care
Experience
Instacart March 2015 - Present
DocbookMD April 2012 - February 2015
The Home Depot October 2010 - April 2012
Masters Group International, Inc. August 2006 - October 2010
Charles Schwab & Co. February 2005 - August 2006
Masters Group International, Inc. February 2004 - February 2005
JPMorgan June 2002 - February 2004
WineSmart July 2001 - December 2001
Skills
Cross-functional Team..., Leadership, Entrepreneurship, Supply Chain, Analysis, Program Management, Business Process..., Strategic Planning, Project Management, Business Analysis, Retail, Training, Financial Modeling, Sales, Business Strategy, Project Planning, Healthcare, Start-ups, Business Development, Product Development, Strategy, Product Management, Logistics, Competitive Analysis, Management Consulting, Process Improvement, Finance
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Cross Continent
The University of Kansas 1997 — 2001
Bachelor of Arts, Architectural Studies
Language Institute in Barcelona, Spain 1999 — 1999
Advanced Spanish Language and Culture Studies
Instacart March 2015 - Present
DocbookMD April 2012 - February 2015
The Home Depot October 2010 - April 2012
Masters Group International, Inc. August 2006 - October 2010
Charles Schwab & Co. February 2005 - August 2006
Masters Group International, Inc. February 2004 - February 2005
JPMorgan June 2002 - February 2004
WineSmart July 2001 - December 2001
Skills
Cross-functional Team..., Leadership, Entrepreneurship, Supply Chain, Analysis, Program Management, Business Process..., Strategic Planning, Project Management, Business Analysis, Retail, Training, Financial Modeling, Sales, Business Strategy, Project Planning, Healthcare, Start-ups, Business Development, Product Development, Strategy, Product Management, Logistics, Competitive Analysis, Management Consulting, Process Improvement, Finance
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Cross Continent
The University of Kansas 1997 — 2001
Bachelor of Arts, Architectural Studies
Language Institute in Barcelona, Spain 1999 — 1999
Advanced Spanish Language and Culture Studies
Jim Cecere Jim Cecere's JPMorgan Experience October 1992 - September 2002
Job Global Business Executive
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - Present
BNY Mellon October 2009 - September 2012
Marc Capital Group, LLC December 2007 - October 2009
The Vanguard Group October 2002 - August 2007
JPMorgan October 1992 - September 2002
Skills
Asset Managment, Risk Management, Banking, Product Management, ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Fixed Income, Equities, Capital Markets, Financial Services, Financial Markets, Derivatives, Foreign Exchange, Bloomberg, Strategy, Asset Management, Portfolio Management, Series 7, FX Options, Start-ups, Investments, Business Development, Bonds, Investment Banking, Corporate Actions, Relationship Management, Investment Management, Investment Strategies, Emerging Markets, Funding, Fund Administration, Cash Management, CRM, Trading, Wealth Management, Asset Allocation, Options, Series 63, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business Administration
New York University 1997 — 1998
Certificate, International Business
Hobart and William Smith Colleges 1987 — 1991
BA, American Studies/Political Science
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - Present
BNY Mellon October 2009 - September 2012
Marc Capital Group, LLC December 2007 - October 2009
The Vanguard Group October 2002 - August 2007
JPMorgan October 1992 - September 2002
Skills
Asset Managment, Risk Management, Banking, Product Management, ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Fixed Income, Equities, Capital Markets, Financial Services, Financial Markets, Derivatives, Foreign Exchange, Bloomberg, Strategy, Asset Management, Portfolio Management, Series 7, FX Options, Start-ups, Investments, Business Development, Bonds, Investment Banking, Corporate Actions, Relationship Management, Investment Management, Investment Strategies, Emerging Markets, Funding, Fund Administration, Cash Management, CRM, Trading, Wealth Management, Asset Allocation, Options, Series 63, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business Administration
New York University 1997 — 1998
Certificate, International Business
Hobart and William Smith Colleges 1987 — 1991
BA, American Studies/Political Science
Robert Truett, CPA Robert Truett, CPA's JPMorgan Experience November 2007 - April 2010
Job Director of Acquisitions at PEBB Enterprises
Industry Real Estate
Experience
PEBB Enterprises July 2014 - Present
Equity One, Inc August 2013 - July 2014
Equity One, Inc June 2012 - August 2013
Equity One, Inc December 2010 - June 2012
JPMorgan November 2007 - April 2010
PricewaterhouseCoopers, LLP August 2005 - November 2007
Skills
Due Diligence, Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Real Estate
Education
University of South Florida 2004 — 2005
Master's, Accounting Information Systems
Florida State University - College of Business 2001 — 2004
Bachelor's, Accounting
PEBB Enterprises July 2014 - Present
Equity One, Inc August 2013 - July 2014
Equity One, Inc June 2012 - August 2013
Equity One, Inc December 2010 - June 2012
JPMorgan November 2007 - April 2010
PricewaterhouseCoopers, LLP August 2005 - November 2007
Skills
Due Diligence, Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Real Estate
Education
University of South Florida 2004 — 2005
Master's, Accounting Information Systems
Florida State University - College of Business 2001 — 2004
Bachelor's, Accounting
Steven M. Kahn Steven M. Kahn's JPMorgan Experience July 2009 - October 2012
Job Real Estate Acquisitions Standard Property Company
Industry Real Estate
Experience
Standard Property Company May 2015 - Present
JPMorgan Chase November 2012 - April 2015
JPMorgan July 2009 - October 2012
Exis Capital May 2007 - August 2007
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Valuation, Board of Directors, Financial Analysis, Asset Management, Credit, Investments, Capital Markets, Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Finance, Due Diligence
Education
Emory University 2005 — 2009
BBA, Finance, Real Estate
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Real Estate
NYU School of Professional Studies
Schack Institute of Real Estate, Real Estate Finance and Investments
Standard Property Company May 2015 - Present
JPMorgan Chase November 2012 - April 2015
JPMorgan July 2009 - October 2012
Exis Capital May 2007 - August 2007
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Valuation, Board of Directors, Financial Analysis, Asset Management, Credit, Investments, Capital Markets, Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Finance, Due Diligence
Education
Emory University 2005 — 2009
BBA, Finance, Real Estate
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Real Estate
NYU School of Professional Studies
Schack Institute of Real Estate, Real Estate Finance and Investments
David Kilgariff David Kilgariff's JPMorgan Experience 2005 - January 2009
Job Director
Industry Financial Services
Experience
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Jeffrey Diamond's JPMorgan Experience December 2007 - October 2009
Job Experienced finance professional looking for strategic opportunities
Industry Financial Services
Experience
MBAvolunteers May 2010 - Present
Optiver August 2012 - March 2015
Cantor Gaming May 2011 - August 2011
Thorium Asset Management, LLC May 2010 - August 2010
JPMorgan December 2007 - October 2009
Susquehanna International Group September 2006 - October 2007
United States Golf Association June 2004 - June 2004
Skills
Derivatives, Options, Trading, Financial Modeling, Bonds, Financial Analysis, Mutual Funds, Strategy, Finance, Entrepreneurship, Due Diligence, Risk Management, Bloomberg, Fixed Income, Microsoft Excel, Analysis, Capital Markets, Economics, Quantitative Analytics, VBA, Valuation, Microsoft Office, Budgets, Project Management, Customer Service, Business Analysis, Management, Process Improvement, PowerPoint, Equities, Corporate Finance, Data Analysis, Commodity, Investments, Portfolio Management, FX Options, Hedge Funds, Leadership, Business Strategy, Strategic Planning, Analytics, Financial Markets, Equity Derivatives
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, General Management, Capital Markets
Melbourne Business School 2012 — 2012
MBA, Exchange Program
The Johns Hopkins University 2002 — 2006
BS, Applied Math
MBAvolunteers May 2010 - Present
Optiver August 2012 - March 2015
Cantor Gaming May 2011 - August 2011
Thorium Asset Management, LLC May 2010 - August 2010
JPMorgan December 2007 - October 2009
Susquehanna International Group September 2006 - October 2007
United States Golf Association June 2004 - June 2004
Skills
Derivatives, Options, Trading, Financial Modeling, Bonds, Financial Analysis, Mutual Funds, Strategy, Finance, Entrepreneurship, Due Diligence, Risk Management, Bloomberg, Fixed Income, Microsoft Excel, Analysis, Capital Markets, Economics, Quantitative Analytics, VBA, Valuation, Microsoft Office, Budgets, Project Management, Customer Service, Business Analysis, Management, Process Improvement, PowerPoint, Equities, Corporate Finance, Data Analysis, Commodity, Investments, Portfolio Management, FX Options, Hedge Funds, Leadership, Business Strategy, Strategic Planning, Analytics, Financial Markets, Equity Derivatives
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, General Management, Capital Markets
Melbourne Business School 2012 — 2012
MBA, Exchange Program
The Johns Hopkins University 2002 — 2006
BS, Applied Math
Sharon (Byrd) Scott Sharon (Byrd) Scott's JPMorgan Experience 2004 - 2009
Job Associate
Industry Information Technology and Services
Experience
JPMorgan Chase September 2011 - Present
Northern Trust 2010 - 2011
JPMorgan 2004 - 2009
Banc One Capital Markets, Inc 2001 - 2004
ABN AMRO 1993 - 2001
Education
Florida Agricultural and Mechanical University
B.S., Business Administration
JPMorgan Chase September 2011 - Present
Northern Trust 2010 - 2011
JPMorgan 2004 - 2009
Banc One Capital Markets, Inc 2001 - 2004
ABN AMRO 1993 - 2001
Education
Florida Agricultural and Mechanical University
B.S., Business Administration
Mary Beth Campau Mary Beth Campau's JPMorgan Experience 1998 - August 2002
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
J.P. Morgan January 2008 - May 2012
J.P. Morgan January 2006 - January 2008
J.P. Morgan September 2004 - December 2005
J.P. Morgan September 2002 - August 2004
JPMorgan 1998 - August 2002
Enlighten Corporation 1998 - 1999
API 1995 - 1998
Dun & Bradstreet June 1980 - April 1994
Skills
Product Development, Product Management, Marketing Strategy, Team Management, Strategic Planning, Customer Relations, Risk Management, Team Building, Compliance, Planning, New Business Development, Cash Management, Strategy Development, Business Management, Cross-functional Team..., Competitive Analysis, Strategy, Banking, Product Marketing, Vendor Management, Portfolio Management, Project Planning, Product Launch, Business Analysis, Management, Financial Services, Sales Management, Marketing, CRM, Mergers & Acquisitions, Securities, Executive Management, Relationship Management, Hedge Funds, Fixed Income, Capital Markets, Equities, Program Management
Education
Fairleigh Dickinson University
MBA, Management, Marketing
Michigan State University
BA, Psychology
J.P. Morgan June 2012 - Present
J.P. Morgan January 2008 - May 2012
J.P. Morgan January 2006 - January 2008
J.P. Morgan September 2004 - December 2005
J.P. Morgan September 2002 - August 2004
JPMorgan 1998 - August 2002
Enlighten Corporation 1998 - 1999
API 1995 - 1998
Dun & Bradstreet June 1980 - April 1994
Skills
Product Development, Product Management, Marketing Strategy, Team Management, Strategic Planning, Customer Relations, Risk Management, Team Building, Compliance, Planning, New Business Development, Cash Management, Strategy Development, Business Management, Cross-functional Team..., Competitive Analysis, Strategy, Banking, Product Marketing, Vendor Management, Portfolio Management, Project Planning, Product Launch, Business Analysis, Management, Financial Services, Sales Management, Marketing, CRM, Mergers & Acquisitions, Securities, Executive Management, Relationship Management, Hedge Funds, Fixed Income, Capital Markets, Equities, Program Management
Education
Fairleigh Dickinson University
MBA, Management, Marketing
Michigan State University
BA, Psychology
Jeremy Nuzzo's JPMorgan Experience December 2007 - August 2008
Job Senior Project Lead Internal Audit at GreatWest Financial
Industry Accounting
Experience
Great-West Financial January 2013 - Present
PricewaterhouseCoopers July 2010 - January 2013
University of Illinois at Urbana-Champaign August 2006 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
JPMorgan December 2007 - August 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
ESCP Europe 2008 — 2008
Great-West Financial January 2013 - Present
PricewaterhouseCoopers July 2010 - January 2013
University of Illinois at Urbana-Champaign August 2006 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
JPMorgan December 2007 - August 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
ESCP Europe 2008 — 2008
Jeffrey Lubatkin, CFA's JPMorgan Experience May 1996 - April 2007
Job Executive Vice President & Head of Mid Corporate Credit at Citizens Bank
Industry Banking
Experience
RBS Citizens October 2013 - Present
RBS Citizens September 2012 - October 2013
Royal Bank of Scotland December 2011 - September 2012
Royal Bank of Scotland June 2010 - December 2011
Royal Bank of Scotland September 2009 - June 2010
Bank of America July 2007 - February 2009
JPMorgan May 1996 - April 2007
CIT Healthcare LLC 2007 - 2007
JPMorgan Chase / Bank One 1996 - 2007
Interpublic Group 1993 - 1996
Skills
Credit Analysis, Portfolio Management, Credit Risk, Credit, Banking, Risk Management, Commercial Banking, Investment Banking, Finance, Investments, Loans, Financial Risk, Financial Analysis, Leveraged Finance, Corporate Finance, Financial Structuring, Capital Markets, Commercial Lending, Due Diligence, Financial Modeling, Mergers & Acquisitions, Underwriting, Syndications, Relationship Management, Fixed Income, Structuring, Corporate Credit, Team Leadership, Team Building, Decision Making
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Finance
University at Albany, SUNY 1984 — 1988
BA, Economics
RBS Citizens October 2013 - Present
RBS Citizens September 2012 - October 2013
Royal Bank of Scotland December 2011 - September 2012
Royal Bank of Scotland June 2010 - December 2011
Royal Bank of Scotland September 2009 - June 2010
Bank of America July 2007 - February 2009
JPMorgan May 1996 - April 2007
CIT Healthcare LLC 2007 - 2007
JPMorgan Chase / Bank One 1996 - 2007
Interpublic Group 1993 - 1996
Skills
Credit Analysis, Portfolio Management, Credit Risk, Credit, Banking, Risk Management, Commercial Banking, Investment Banking, Finance, Investments, Loans, Financial Risk, Financial Analysis, Leveraged Finance, Corporate Finance, Financial Structuring, Capital Markets, Commercial Lending, Due Diligence, Financial Modeling, Mergers & Acquisitions, Underwriting, Syndications, Relationship Management, Fixed Income, Structuring, Corporate Credit, Team Leadership, Team Building, Decision Making
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Finance
University at Albany, SUNY 1984 — 1988
BA, Economics
Mark Carnevale Mark Carnevale's JPMorgan Experience January 1999 - January 2007
Job Director Treasury Sales Officer
Industry Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
JPMorganChase December 2011 - May 2013
JPMorganChase January 2007 - December 2011
JPMorgan January 1999 - January 2007
United States Navy & Reserves January 1986 - June 2000
JPMorgan January 1996 - January 1999
JPMorgan January 1995 - January 1996
JPMorgan January 1993 - January 1995
Skills
Mutual Funds, Securities, Finance, Alternative Investments, Equities, Fixed Income, Hedge Funds, Global Custody, Asset Managment, Structured Products, Investments, Fund Accounting, CRM, Banking, Trading, Financial Services, Relationship Management, Corporate Actions, Settlement, Financial Markets, FX Options, Emerging Markets, Asset Management, Risk Management, Capital Markets, Securities Lending, Derivatives, Bloomberg, Bonds, Investment Banking, Portfolio Management, Treasury Management, Middle Office, Back Office, Series 63, Series 7, Wealth Management, Foreign Exchange, Prime Brokerage
Education
Fordham University 1997 — 1999
MBA; School of Business Administration, Marketing
Long Island University 1990 — 1992
Bachelor of Science (BS), Marketing, Graduated Magna Cum Laude
Bank of America Merrill Lynch May 2013 - Present
JPMorganChase December 2011 - May 2013
JPMorganChase January 2007 - December 2011
JPMorgan January 1999 - January 2007
United States Navy & Reserves January 1986 - June 2000
JPMorgan January 1996 - January 1999
JPMorgan January 1995 - January 1996
JPMorgan January 1993 - January 1995
Skills
Mutual Funds, Securities, Finance, Alternative Investments, Equities, Fixed Income, Hedge Funds, Global Custody, Asset Managment, Structured Products, Investments, Fund Accounting, CRM, Banking, Trading, Financial Services, Relationship Management, Corporate Actions, Settlement, Financial Markets, FX Options, Emerging Markets, Asset Management, Risk Management, Capital Markets, Securities Lending, Derivatives, Bloomberg, Bonds, Investment Banking, Portfolio Management, Treasury Management, Middle Office, Back Office, Series 63, Series 7, Wealth Management, Foreign Exchange, Prime Brokerage
Education
Fordham University 1997 — 1999
MBA; School of Business Administration, Marketing
Long Island University 1990 — 1992
Bachelor of Science (BS), Marketing, Graduated Magna Cum Laude
Seth Urban Seth Urban's JPMorgan Experience May 2009 - July 2011
Job District Sales Manager at GSK
Industry Pharmaceuticals
Experience
GSK September 2015 - Present
GSK August 2014 - September 2015
GlaxoSmithKline July 2013 - August 2014
GlaxoSmithKline October 2012 - December 2012
GlaxoSmithKline May 2012 - September 2012
JPMorgan May 2009 - July 2011
JPMorgan December 2006 - January 2009
JPMorgan October 2005 - December 2006
Skills
Investments, Financial Modeling, Fixed Income, Mergers & Acquisitions, Valuation, Derivatives, Corporate Finance, Emerging Markets, Financial Analysis, Bonds, Securities, Due Diligence, Business Development, Credit, Entrepreneurship, Healthcare
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Lafayette College 2001 — 2005
BA, 1) Economics 2) Gov't & Law
GSK September 2015 - Present
GSK August 2014 - September 2015
GlaxoSmithKline July 2013 - August 2014
GlaxoSmithKline October 2012 - December 2012
GlaxoSmithKline May 2012 - September 2012
JPMorgan May 2009 - July 2011
JPMorgan December 2006 - January 2009
JPMorgan October 2005 - December 2006
Skills
Investments, Financial Modeling, Fixed Income, Mergers & Acquisitions, Valuation, Derivatives, Corporate Finance, Emerging Markets, Financial Analysis, Bonds, Securities, Due Diligence, Business Development, Credit, Entrepreneurship, Healthcare
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Lafayette College 2001 — 2005
BA, 1) Economics 2) Gov't & Law
Brian Callaghan's JPMorgan Experience December 2002 - May 2010
Job AVP IT Engineering at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance July 2012 - Present
Nationwide Insurance July 2011 - July 2012
Nationwide Services May 2010 - July 2012
JPMorgan December 2002 - May 2010
JPMorgan Chase 2002 - May 2010
BankOne December 2002 - January 2004
AAFES March 1988 - December 2002
Skills
TSO, z/OS, JES2, Data Center, VTAM, RACF, SMP/E, TCP/IP, Data Migration, Change Management, ACF2, Training, Top Secret, Mainframe, JCL, WLM, SYSPLEX, IPCS, Unix Services, RMF, Enterprise Architecture
Education
Eastern Florida State College 1992 — 1993
Computer Information Sciences
Nationwide Insurance July 2012 - Present
Nationwide Insurance July 2011 - July 2012
Nationwide Services May 2010 - July 2012
JPMorgan December 2002 - May 2010
JPMorgan Chase 2002 - May 2010
BankOne December 2002 - January 2004
AAFES March 1988 - December 2002
Skills
TSO, z/OS, JES2, Data Center, VTAM, RACF, SMP/E, TCP/IP, Data Migration, Change Management, ACF2, Training, Top Secret, Mainframe, JCL, WLM, SYSPLEX, IPCS, Unix Services, RMF, Enterprise Architecture
Education
Eastern Florida State College 1992 — 1993
Computer Information Sciences
Janis Collins Janis Collins's JPMorgan Experience 2000 - 2001
Job CoFounder at The Refinery
Industry Venture Capital & Private Equity
Experience
The Refinery May 2014 - Present
CTNext/Stamford Innovation Center November 2012 - Present
JanisMCollins 2002 - Present
JPMorgan 2000 - 2001
KPMG LLC (Consulting IPO of KPMG LLP, now called Bearing Point) 2000 - 2000
KPMG LLP, Financial Services Consulting 1994 - 2000
Skills
Entrepreneurship, Business Strategy, Organizational Design, Start-ups, Strategy, Leadership, Management Consulting, Strategic Use Of..., Creative Problem Solving, Vision Creation, Business Innovation, Acquisition Integration, Business Analysis, Business Development, Business Process..., Business Transformation, Consulting, Change Management, Due Diligence, Executive Management, Finance, Financial Services, IT Strategy, Investments, Management, Mergers, Program Management, Portfolio Management, Strategic Partnerships, Risk Management, Strategic Planning
Education
Fordham Gabelli School of Business 1991 — 1993
MBA
University of Illinois at Chicago 1974 — 1976
B.S.
NYU Entrepreneurial Series 1987 — 1987
INSEAD 1995 — 1995
Executive Program
The Refinery May 2014 - Present
CTNext/Stamford Innovation Center November 2012 - Present
JanisMCollins 2002 - Present
JPMorgan 2000 - 2001
KPMG LLC (Consulting IPO of KPMG LLP, now called Bearing Point) 2000 - 2000
KPMG LLP, Financial Services Consulting 1994 - 2000
Skills
Entrepreneurship, Business Strategy, Organizational Design, Start-ups, Strategy, Leadership, Management Consulting, Strategic Use Of..., Creative Problem Solving, Vision Creation, Business Innovation, Acquisition Integration, Business Analysis, Business Development, Business Process..., Business Transformation, Consulting, Change Management, Due Diligence, Executive Management, Finance, Financial Services, IT Strategy, Investments, Management, Mergers, Program Management, Portfolio Management, Strategic Partnerships, Risk Management, Strategic Planning
Education
Fordham Gabelli School of Business 1991 — 1993
MBA
University of Illinois at Chicago 1974 — 1976
B.S.
NYU Entrepreneurial Series 1987 — 1987
INSEAD 1995 — 1995
Executive Program
Gilbert D'Andria Gilbert D'Andria's JPMorgan Experience June 2001 - March 2003
Job Chief Financial Officer at Maxor National Pharmacy Services, LLC
Industry Hospital & Health Care
Experience
Maxor National Pharmacy Services, LLC January 2015 - Present
HMS June 2013 - Present
MedAssets December 2009 - June 2013
MedAssets October 2008 - December 2009
MedAssets January 2007 - October 2008
MedAssets April 2004 - January 2007
Spherion Professional Services April 2003 - April 2004
JPMorgan June 2001 - March 2003
Golder Associates November 1997 - May 1999
URS Corporation (Woodward Clyde Consultants) September 1996 - November 1997
Skills
Mergers, Product Management, Client Services, Product Development, Budgets, Financial Services, Business Development, Mergers & Acquisitions, New Business Development, Risk Management, Negotiation, Strategy, Healthcare Information..., Leadership, Start-ups, SaaS, Entrepreneurship, Cross-functional Team..., Strategic Planning, Consulting, Private Equity, Management Consulting, Finance, CRM, Contract Negotiation, Executive Management, Vendor Management, Change Management, Business Strategy, Business Planning, Analysis, Process Improvement, Product Marketing, B2B, P&L Management, Business Analysis, Analytics, Due Diligence, Integration, Business Process..., Program Management, Management, Operations Management, Strategic Financial..., Valuation, Managerial Finance, Project Management, Healthcare, Financial Analysis, Business Intelligence
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, Finance and Strategy
Georgia Institute of Technology 1995 — 1996
MSCE, Geotechnical Engineering
Georgia Institute of Technology 1991 — 1995
BSCE, Civil Engineering
Maxor National Pharmacy Services, LLC January 2015 - Present
HMS June 2013 - Present
MedAssets December 2009 - June 2013
MedAssets October 2008 - December 2009
MedAssets January 2007 - October 2008
MedAssets April 2004 - January 2007
Spherion Professional Services April 2003 - April 2004
JPMorgan June 2001 - March 2003
Golder Associates November 1997 - May 1999
URS Corporation (Woodward Clyde Consultants) September 1996 - November 1997
Skills
Mergers, Product Management, Client Services, Product Development, Budgets, Financial Services, Business Development, Mergers & Acquisitions, New Business Development, Risk Management, Negotiation, Strategy, Healthcare Information..., Leadership, Start-ups, SaaS, Entrepreneurship, Cross-functional Team..., Strategic Planning, Consulting, Private Equity, Management Consulting, Finance, CRM, Contract Negotiation, Executive Management, Vendor Management, Change Management, Business Strategy, Business Planning, Analysis, Process Improvement, Product Marketing, B2B, P&L Management, Business Analysis, Analytics, Due Diligence, Integration, Business Process..., Program Management, Management, Operations Management, Strategic Financial..., Valuation, Managerial Finance, Project Management, Healthcare, Financial Analysis, Business Intelligence
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, Finance and Strategy
Georgia Institute of Technology 1995 — 1996
MSCE, Geotechnical Engineering
Georgia Institute of Technology 1991 — 1995
BSCE, Civil Engineering
Gabrielle Valiquette Gabrielle Valiquette's JPMorgan Experience 2008 - 2009
Job FullTime Mom / PartTime Attorney
Industry Law Practice
Experience
Law Office of Gabrielle N. Valiquette 2009 - Present
JPMorgan 2008 - 2009
UBS 2007 - 2008
Merrill Lynch 2005 - 2007
GE Commercial Distribution Finance 2004 - 2005
GE Capital Corporate & GE Capital Financial Guaranty Insurance Company (FGIC) 2001 - 2003
GE Capital Vendor Financial Services 2000 - 2001
Law Firm - Long Island, NY 1996 - 2001
Education
Fordham Gabelli School of Business 2000 — 2001
MBA
LIU Post 1999 — 2000
MS.Ed.
Touro College Jacob D. Fuchsberg Law Center 1994 — 1997
JD
Hofstra University 1991 — 1993
BBA
Law Office of Gabrielle N. Valiquette 2009 - Present
JPMorgan 2008 - 2009
UBS 2007 - 2008
Merrill Lynch 2005 - 2007
GE Commercial Distribution Finance 2004 - 2005
GE Capital Corporate & GE Capital Financial Guaranty Insurance Company (FGIC) 2001 - 2003
GE Capital Vendor Financial Services 2000 - 2001
Law Firm - Long Island, NY 1996 - 2001
Education
Fordham Gabelli School of Business 2000 — 2001
MBA
LIU Post 1999 — 2000
MS.Ed.
Touro College Jacob D. Fuchsberg Law Center 1994 — 1997
JD
Hofstra University 1991 — 1993
BBA
Sandra Reynoso-McPherson Sandra Reynoso-McPherson's JPMorgan Experience December 2007 - Present
Job Executive Administrative Assistant at JPMorgan
Industry Banking
Experience
JPMorgan December 2007 - Present
UBS Investment Bank February 2001 - September 2007
Platinum Re 1990 - 2001
Skills
Outlook, Expenses, Travel Arrangements, Calendars, Calendaring, Administrative..., Expense Management, Microsoft Office, Microsoft Word, Time Management, Office Management, Concur, Lotus Notes, Spreadsheets, Office Administration, Telephone Skills, Data Entry, Confidentiality, PowerPoint, Administrative...
Education
Fashion Institute of Technology
fashion merchandising
JPMorgan December 2007 - Present
UBS Investment Bank February 2001 - September 2007
Platinum Re 1990 - 2001
Skills
Outlook, Expenses, Travel Arrangements, Calendars, Calendaring, Administrative..., Expense Management, Microsoft Office, Microsoft Word, Time Management, Office Management, Concur, Lotus Notes, Spreadsheets, Office Administration, Telephone Skills, Data Entry, Confidentiality, PowerPoint, Administrative...
Education
Fashion Institute of Technology
fashion merchandising
Lynn Cannizzaro Lynn Cannizzaro's JPMorgan Experience June 2006 - July 2007
Job Sales, Relationship and Product Management Professional in the Financial Services Industry
Industry Financial Services
Experience
Pershing March 2011 - Present
Neonet Securities June 2009 - May 2010
Societe Generale September 2007 - February 2009
JPMorgan June 2006 - July 2007
Credit Suisse April 2001 - June 2006
PaineWebber July 1996 - April 2001
Education
Fordham University 1992 — 1996
BS, Finance and Marketing
Pershing March 2011 - Present
Neonet Securities June 2009 - May 2010
Societe Generale September 2007 - February 2009
JPMorgan June 2006 - July 2007
Credit Suisse April 2001 - June 2006
PaineWebber July 1996 - April 2001
Education
Fordham University 1992 — 1996
BS, Finance and Marketing
Peter Zagrobelny Peter Zagrobelny's JPMorgan Experience August 2007 - September 2009
Job Citi Personal Wealth Management Advisor at Citi
Industry Financial Services
Experience
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Joanne Hyesoo Jung Joanne Hyesoo Jung's JPMorgan Experience 2000 - 2002
Job Investment Management Professional
Industry Investment Management
Experience
Madison Square Investors 2008 - 2009
New York Life Investment Management 2004 - 2008
JPMorgan 2000 - 2002
JPMorgan Chase 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Ewha Womans University
BA, English Language and Literature, Business Administration
Madison Square Investors 2008 - 2009
New York Life Investment Management 2004 - 2008
JPMorgan 2000 - 2002
JPMorgan Chase 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Ewha Womans University
BA, English Language and Literature, Business Administration
James Heaney James Heaney's JPMorgan Experience 2004 - 2009
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
UBS July 2011 - May 2013
JPMorgan 2004 - 2009
Skills
Portfolio Management, Financial Analysis, Series 7, Series 63, Series 55, Portfolio Trading, Asset Allocation, Hedge Funds
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
J.P. Morgan June 2013 - Present
UBS July 2011 - May 2013
JPMorgan 2004 - 2009
Skills
Portfolio Management, Financial Analysis, Series 7, Series 63, Series 55, Portfolio Trading, Asset Allocation, Hedge Funds
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
Amanda Bates Amanda Bates's JPMorgan Experience July 2010 - July 2012
Job Investment Associate at Kilroy Realty Corporation
Industry Real Estate
Experience
Kilroy Realty Corporation June 2014 - Present
HFF July 2012 - June 2014
JPMorgan July 2010 - July 2012
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Real Estate Economics, Capital Markets, Due Diligence, Portfolio Management, Private Equity, Asset Management, Bloomberg, Equities, Corporate Finance, Commercial Real Estate
Education
Emory University 2006 — 2010
BBA, Finance and International Business
Westfield High School 2002 — 2006
Kilroy Realty Corporation June 2014 - Present
HFF July 2012 - June 2014
JPMorgan July 2010 - July 2012
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Real Estate Economics, Capital Markets, Due Diligence, Portfolio Management, Private Equity, Asset Management, Bloomberg, Equities, Corporate Finance, Commercial Real Estate
Education
Emory University 2006 — 2010
BBA, Finance and International Business
Westfield High School 2002 — 2006
Deirdre (Sheedy) Lloyd, MBA, SPHR Deirdre (Sheedy) Lloyd, MBA, SPHR's JPMorgan Experience 1994 - 2003
Job Human Resources Manager Finance and Global IT at Church & Dwight, Co., Inc.
Industry Consumer Goods
Experience
Church & Dwight, Co., Inc. May 2007 - Present
Church & Dwight Co., Inc. May 2007 - February 2013
Pricewaterhouse Coopers May 2006 - May 2007
Ernst & Young May 2005 - April 2006
JPMorgan 1994 - 2003
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Onboarding, College Recruiting, Recruiting, Sourcing, Technical Recruiting, Employee Relations, Human Resources, Performance Management
Education
Fordham University 1996 — 2000
Master of Business Administration (M.B.A.), Finance
University of Scranton 1990 — 1994
Bachelor’s Degree, Finance, Magna Cum Laude
Church & Dwight, Co., Inc. May 2007 - Present
Church & Dwight Co., Inc. May 2007 - February 2013
Pricewaterhouse Coopers May 2006 - May 2007
Ernst & Young May 2005 - April 2006
JPMorgan 1994 - 2003
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Onboarding, College Recruiting, Recruiting, Sourcing, Technical Recruiting, Employee Relations, Human Resources, Performance Management
Education
Fordham University 1996 — 2000
Master of Business Administration (M.B.A.), Finance
University of Scranton 1990 — 1994
Bachelor’s Degree, Finance, Magna Cum Laude
Jennifer Alford-Hall Jennifer Alford-Hall's JPMorgan Experience June 2009 - August 2009
Job Vice President at Capri Investment Group
Industry Real Estate
Experience
Capri Investment Group November 2013 - Present
LaSalle Investment Management July 2012 - November 2013
Jones Lang LaSalle July 2010 - June 2012
JPMorgan June 2009 - August 2009
Build Forward September 2003 - August 2008
Skills
Real Estate, Asset Management, Mergers, Financial Modeling, Strategy, Management, Valuation, Investments, Portfolio Management, Finance, Asset Managment, Mergers & Acquisitions, Start-ups, Commercial Real Estate, Competitive Analysis
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Real Estate and Finance
Georgia Institute of Technology 2000 — 2004
BS, Building Construction
Capri Investment Group November 2013 - Present
LaSalle Investment Management July 2012 - November 2013
Jones Lang LaSalle July 2010 - June 2012
JPMorgan June 2009 - August 2009
Build Forward September 2003 - August 2008
Skills
Real Estate, Asset Management, Mergers, Financial Modeling, Strategy, Management, Valuation, Investments, Portfolio Management, Finance, Asset Managment, Mergers & Acquisitions, Start-ups, Commercial Real Estate, Competitive Analysis
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Real Estate and Finance
Georgia Institute of Technology 2000 — 2004
BS, Building Construction
JennaMarie Sordi's JPMorgan Experience January 2012 - May 2013
Job Associate, Client Service Representative, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
JPMorgan January 2012 - May 2013
J.P. Morgan March 2008 - January 2012
Bear Stearns July 2006 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Securities, Options, Trading, Financial Markets, Trading Systems, Settlement, Back Office, Relationship Management, FINRA, Series 7, Prime Brokerage, Middle Office
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
J.P. Morgan June 2013 - Present
JPMorgan January 2012 - May 2013
J.P. Morgan March 2008 - January 2012
Bear Stearns July 2006 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Securities, Options, Trading, Financial Markets, Trading Systems, Settlement, Back Office, Relationship Management, FINRA, Series 7, Prime Brokerage, Middle Office
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Marcos Bueno Marcos Bueno's JPMorgan Experience August 2008 - November 2010
Job Chief Investment Risk Officer at Argon Capital
Industry Investment Management
Experience
Argon Capital November 2014 - Present
Graham Capital Management October 2011 - May 2014
JPMorgan August 2008 - November 2010
UBS August 2006 - August 2008
Goldman Sachs June 2004 - August 2006
Oliver Wyman October 2000 - June 2002
Education
The Wharton School 2002 — 2004
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2000 — 2000
Ecole Polytechnique 1998 — 2000
Ingenieur
Universidad Politécnica de Madrid 1995 — 2000
Industrial Engineering
Argon Capital November 2014 - Present
Graham Capital Management October 2011 - May 2014
JPMorgan August 2008 - November 2010
UBS August 2006 - August 2008
Goldman Sachs June 2004 - August 2006
Oliver Wyman October 2000 - June 2002
Education
The Wharton School 2002 — 2004
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2000 — 2000
Ecole Polytechnique 1998 — 2000
Ingenieur
Universidad Politécnica de Madrid 1995 — 2000
Industrial Engineering
Bill Cassidy's JPMorgan Experience April 2006 - October 2007
Job Vice President at Redwood Trust, Inc.
Industry Commercial Real Estate
Experience
Redwood Trust, Inc. February 2014 - Present
Bankwell Financial Group, Inc. November 2013 - February 2014
Guardian Life November 2012 - November 2013
Patriot National Bank January 2010 - November 2012
Newmark Knight Frank November 2007 - January 2010
JPMorgan April 2006 - October 2007
Citi Global Markets Inc. April 2002 - April 2006
MetLife Real Estate January 1988 - March 2002
Skills
Excel, Argus, Bloomberg, Property and Market..., Stress Testing, Credit Presentations, Underwriting, Property
Education
Fordham University
MBA, Finance
St. Lawrence University 1980 — 1984
BA
Portsmouth Abbey School 1977 — 1980
Redwood Trust, Inc. February 2014 - Present
Bankwell Financial Group, Inc. November 2013 - February 2014
Guardian Life November 2012 - November 2013
Patriot National Bank January 2010 - November 2012
Newmark Knight Frank November 2007 - January 2010
JPMorgan April 2006 - October 2007
Citi Global Markets Inc. April 2002 - April 2006
MetLife Real Estate January 1988 - March 2002
Skills
Excel, Argus, Bloomberg, Property and Market..., Stress Testing, Credit Presentations, Underwriting, Property
Education
Fordham University
MBA, Finance
St. Lawrence University 1980 — 1984
BA
Portsmouth Abbey School 1977 — 1980
Elaina Revans Elaina Revans's JPMorgan Experience June 2008 - March 2013
Job Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Millennium Partners March 2013 - April 2014
JPMorgan June 2008 - March 2013
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Derivatives, Prime Brokerage, Bloomberg, Capital Markets, Investment Banking, Securities, Series 7, Asset Managment, Equity Derivatives, Valuation, Options
Education
Fordham University 2004 — 2008
BS, Finance, Marketing, Economics
Morgan Stanley June 2014 - Present
Millennium Partners March 2013 - April 2014
JPMorgan June 2008 - March 2013
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Derivatives, Prime Brokerage, Bloomberg, Capital Markets, Investment Banking, Securities, Series 7, Asset Managment, Equity Derivatives, Valuation, Options
Education
Fordham University 2004 — 2008
BS, Finance, Marketing, Economics
Karyn Dietrich Karyn Dietrich's JPMorgan Experience 2000 - 2009
Job President at Shore Road Properties
Industry Banking
Experience
JP Morgan 2010 - 2011
JPMorgan 2000 - 2009
JPMorgan, Paris, France January 1999 - September 1999
JPMorgan 1993 - 1999
Skills
Capital Markets, Financial Analysis, Derivatives, Risk Management, Corporate Finance, Credit, Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Fairfield University
International Relations, French, Psychology
JP Morgan 2010 - 2011
JPMorgan 2000 - 2009
JPMorgan, Paris, France January 1999 - September 1999
JPMorgan 1993 - 1999
Skills
Capital Markets, Financial Analysis, Derivatives, Risk Management, Corporate Finance, Credit, Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Fairfield University
International Relations, French, Psychology
Devin Roccisano's JPMorgan Experience September 2006 - Present
Job Vice President JPMorgan Corporate Banking
Industry Banking
Experience
JPMorgan September 2006 - Present
Skills
Credit Analysis, Financial Modeling, Corporate Finance, Credit, Finance, Portfolio Management, Financial Risk, Syndications, Financial Analysis, Credit Risk, Risk Management, Loans, Investments, Commercial Banking, Mergers & Acquisitions, Investment Banking
Education
Fairfield University 2000 — 2004
BS
Seymour HS
JPMorgan September 2006 - Present
Skills
Credit Analysis, Financial Modeling, Corporate Finance, Credit, Finance, Portfolio Management, Financial Risk, Syndications, Financial Analysis, Credit Risk, Risk Management, Loans, Investments, Commercial Banking, Mergers & Acquisitions, Investment Banking
Education
Fairfield University 2000 — 2004
BS
Seymour HS
Vicki Gatewood, M. Sc., CGEIT, CRISC's JPMorgan Experience June 2013 - Present
Job IT Risk, CyberSecurity, and Compliance Leader
Industry Information Technology and Services
Experience
JPMorgan June 2013 - Present
JACKSONVILLE ISACA LOCAL CHAPTER June 2011 - September 2015
JAX Chamber 2015 - 2015
JPMorgan Chase August 2011 - June 2013
CVG November 2006 - December 2011
CVG July 2003 - October 2006
CVG September 1998 - July 2003
AT&T American Transtech April 1995 - June 1998
AT&T April 1985 - March 1995
Skills
Cyber-security, Information Security, IT Risk Management, Data Privacy, SDLC, IT Governance, Integration, Information Technology, Security, Financial Services, Management, Software Development, CRM, Process Improvement, Enterprise Architecture, Leadership, IT Strategy, IT Management, Systems Architect, Cloud Computing, Vendor Management, Disaster Recovery, Quality Assurance, ITIL, Business Continuity, Application Development, Risk Assessment, Project Management, Business Process..., Business Analysis, Outsourcing, Enterprise Software, Project Planning, Project Portfolio..., Agile Methodologies, Program Management, SAP, Business Process, Project Delivery, IT Audit
Education
Florida State University 2007 — 2009
Masters of Science, Technology Management, 4.0
New England College 1974 — 1977
BA, History
JPMorgan June 2013 - Present
JACKSONVILLE ISACA LOCAL CHAPTER June 2011 - September 2015
JAX Chamber 2015 - 2015
JPMorgan Chase August 2011 - June 2013
CVG November 2006 - December 2011
CVG July 2003 - October 2006
CVG September 1998 - July 2003
AT&T American Transtech April 1995 - June 1998
AT&T April 1985 - March 1995
Skills
Cyber-security, Information Security, IT Risk Management, Data Privacy, SDLC, IT Governance, Integration, Information Technology, Security, Financial Services, Management, Software Development, CRM, Process Improvement, Enterprise Architecture, Leadership, IT Strategy, IT Management, Systems Architect, Cloud Computing, Vendor Management, Disaster Recovery, Quality Assurance, ITIL, Business Continuity, Application Development, Risk Assessment, Project Management, Business Process..., Business Analysis, Outsourcing, Enterprise Software, Project Planning, Project Portfolio..., Agile Methodologies, Program Management, SAP, Business Process, Project Delivery, IT Audit
Education
Florida State University 2007 — 2009
Masters of Science, Technology Management, 4.0
New England College 1974 — 1977
BA, History
Anne Marie Heverin's JPMorgan Experience May 2000 - May 2006
Job Investor Relations Director at TRG Management LP
Industry Financial Services
Experience
The Rohatyn Group May 2012 - Present
The Rohatyn Group 2009 - Present
UBS Wealth Management 2007 - 2009
UBS Wealth Management May 2006 - December 2007
JPMorgan May 2000 - May 2006
Dai Ichi Kangyo Bank May 1994 - May 2000
Skills
Management Consulting, Strategic Planning, Organizational..., Competitive Intelligence, Project Management, SAS70 Audit, Financial Analysis, Internal Reporting &..., Financial Modeling, Strategy, Market Research, Mergers & Acquisitions, Training, Data Analysis, Business Strategy, Wealth Management, Leadership, Business Process..., Process Improvement, Business Analysis, Analysis, Consulting, Financial Services, Business Development, Finance, Portfolio Management, SAS70, Program Management, Management, Change Management, Asset Management, Executive Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA
Manhattan College 1990 — 1994
BS
Holy Angels
Teachers College of Columbia University
The Rohatyn Group May 2012 - Present
The Rohatyn Group 2009 - Present
UBS Wealth Management 2007 - 2009
UBS Wealth Management May 2006 - December 2007
JPMorgan May 2000 - May 2006
Dai Ichi Kangyo Bank May 1994 - May 2000
Skills
Management Consulting, Strategic Planning, Organizational..., Competitive Intelligence, Project Management, SAS70 Audit, Financial Analysis, Internal Reporting &..., Financial Modeling, Strategy, Market Research, Mergers & Acquisitions, Training, Data Analysis, Business Strategy, Wealth Management, Leadership, Business Process..., Process Improvement, Business Analysis, Analysis, Consulting, Financial Services, Business Development, Finance, Portfolio Management, SAS70, Program Management, Management, Change Management, Asset Management, Executive Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA
Manhattan College 1990 — 1994
BS
Holy Angels
Teachers College of Columbia University
Dawn R. Brock's JPMorgan Experience May 2004 - January 2009
Job
Industry Investment Banking
Experience
Palisade Capital Management, L.L.C. November 2013 - Present
Lord Abbett & Co. LLC June 2011 - November 2013
Kaufman Bros., L.P. November 2009 - July 2011
JPMorgan May 2004 - January 2009
BMO/Harris Nesbitt September 2003 - May 2004
UBS Investment Bank March 2001 - March 2002
ING/Furman Selz September 1996 - March 2001
Skills
Investments, Equities, Strategy, Bloomberg, Equity Research, Valuation, Securities, Equity Valuation, Competitive Analysis, Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Series 63, Private Equity, Asset Managment
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
New York University 1992 — 1996
BA, Journalism
Palisade Capital Management, L.L.C. November 2013 - Present
Lord Abbett & Co. LLC June 2011 - November 2013
Kaufman Bros., L.P. November 2009 - July 2011
JPMorgan May 2004 - January 2009
BMO/Harris Nesbitt September 2003 - May 2004
UBS Investment Bank March 2001 - March 2002
ING/Furman Selz September 1996 - March 2001
Skills
Investments, Equities, Strategy, Bloomberg, Equity Research, Valuation, Securities, Equity Valuation, Competitive Analysis, Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Series 63, Private Equity, Asset Managment
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
New York University 1992 — 1996
BA, Journalism
Jared Rudolph's JPMorgan Experience June 2009 - September 2010
Job Inside Sales at Rudolph Brothers & Company
Industry Chemicals
Experience
Rudolph Brothers & Company September 2010 - Present
JPMorgan June 2009 - September 2010
J.P. Morgan Private Bank July 2007 - June 2009
Huntington National Bank August 2006 - June 2007
T. Rowe Price November 2004 - July 2006
Burlington Soccer Club January 2004 - May 2004
Education
Elon University 2000 — 2004
BS
Elon University - Martha and Spencer Love School of Business 2000 — 2004
BS
Rudolph Brothers & Company September 2010 - Present
JPMorgan June 2009 - September 2010
J.P. Morgan Private Bank July 2007 - June 2009
Huntington National Bank August 2006 - June 2007
T. Rowe Price November 2004 - July 2006
Burlington Soccer Club January 2004 - May 2004
Education
Elon University 2000 — 2004
BS
Elon University - Martha and Spencer Love School of Business 2000 — 2004
BS
Jeff Blumenfeld's JPMorgan Experience September 2010 - Present
Job
Industry Financial Services
Experience
JPMorgan September 2010 - Present
American Express February 2008 - November 2010
AIG 2006 - 2008
Morgan Stanley 2005 - 2006
GE Capital 1998 - 2004
MasterCard International 1989 - 1998
Smith Barney 1987 - 1989
Education
Duke University 1983 — 1987
JPMorgan September 2010 - Present
American Express February 2008 - November 2010
AIG 2006 - 2008
Morgan Stanley 2005 - 2006
GE Capital 1998 - 2004
MasterCard International 1989 - 1998
Smith Barney 1987 - 1989
Education
Duke University 1983 — 1987
John Reagan's JPMorgan Experience May 1995 - December 2008
Job CAO/CTO at Richard Bernstein Advisors LLC
Industry Financial Services
Experience
Richard Bernstein Advisors August 2009 - Present
JRR Consulting Group May 1995 - February 2010
JPMorgan May 1995 - December 2008
Bankers Trust Company 1992 - 1995
Skills
IT Strategy, Product Management, Program Management, Vendor Management, Engineering Management, Application Development, Revenue Management, Facilities Management, Business Continuity, Infrastructure Security, Infrastructure Projects, SDLC, Data Analysis, ETL, SQL, IP Networking, Compliance, Internet Security, TCA, Fee Billing, Accounting Systems, Trading Systems, Charles River IMS v9, FIX, SWIFT, Charles River IMS, Infrastructure, Revenue Analysis, PMP, Software Development, Governance, SWIFT payments, IP, Accounting System, IT Management, Risk Management, Solution Architecture, Data Center, Enterprise Architecture, Disaster Recovery, Equities, Project Portfolio..., Asset Management, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Investment Management, PMO, Bloomberg
Education
Fordham Gabelli School of Business
Stevens Institute of Technology
Bachelor’s Degree
Stevens Institute of Technology
Master’s Degree
Richard Bernstein Advisors August 2009 - Present
JRR Consulting Group May 1995 - February 2010
JPMorgan May 1995 - December 2008
Bankers Trust Company 1992 - 1995
Skills
IT Strategy, Product Management, Program Management, Vendor Management, Engineering Management, Application Development, Revenue Management, Facilities Management, Business Continuity, Infrastructure Security, Infrastructure Projects, SDLC, Data Analysis, ETL, SQL, IP Networking, Compliance, Internet Security, TCA, Fee Billing, Accounting Systems, Trading Systems, Charles River IMS v9, FIX, SWIFT, Charles River IMS, Infrastructure, Revenue Analysis, PMP, Software Development, Governance, SWIFT payments, IP, Accounting System, IT Management, Risk Management, Solution Architecture, Data Center, Enterprise Architecture, Disaster Recovery, Equities, Project Portfolio..., Asset Management, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Investment Management, PMO, Bloomberg
Education
Fordham Gabelli School of Business
Stevens Institute of Technology
Bachelor’s Degree
Stevens Institute of Technology
Master’s Degree
Anthony Kowalski's JPMorgan Experience 1996 - 2006
Job Managing Director at Nomura
Industry Financial Services
Experience
Nomura Securities April 2013 - Present
Nomura Securities November 2009 - Present
Nomura Securities November 2009 - Present
Bank of America June 2006 - October 2009
JPMorgan 1996 - 2006
JP Morgan 1996 - 2006
JPMorgan Chase 1995 - 2006
ACS 1992 - 1994
Education
Stevens Institute of Technology 1994 — 1996
Bachelor of Engineering
Fairfield University 1991 — 1995
Nomura Securities April 2013 - Present
Nomura Securities November 2009 - Present
Nomura Securities November 2009 - Present
Bank of America June 2006 - October 2009
JPMorgan 1996 - 2006
JP Morgan 1996 - 2006
JPMorgan Chase 1995 - 2006
ACS 1992 - 1994
Education
Stevens Institute of Technology 1994 — 1996
Bachelor of Engineering
Fairfield University 1991 — 1995
Catherine Nitschke's JPMorgan Experience August 2007 - October 2010
Job Executive Director, J.P. Morgan Institutional Client Relationship Management
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
JPMorgan August 2007 - October 2010
JPMorgan August 2005 - August 2007
JPMorgan September 1998 - August 2005
Morgan Stanley February 1997 - September 1998
Morgan Stanley September 1988 - February 1997
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Equities, Alternative Investments, Relationship Management, Derivatives, Financial Services, Banking, Asset Management, Series 7, Series 63, Bonds, Financial Markets, Portfolio Management, Wealth Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1983 — 1987
B.S., Business Economics
JPMorgan Chase November 2010 - Present
JPMorgan August 2007 - October 2010
JPMorgan August 2005 - August 2007
JPMorgan September 1998 - August 2005
Morgan Stanley February 1997 - September 1998
Morgan Stanley September 1988 - February 1997
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Equities, Alternative Investments, Relationship Management, Derivatives, Financial Services, Banking, Asset Management, Series 7, Series 63, Bonds, Financial Markets, Portfolio Management, Wealth Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1983 — 1987
B.S., Business Economics
Tony Lett's JPMorgan Experience January 2009 - Present
Job CB Operations Supervisor AVP @ JPMC
Industry Commercial Real Estate
Experience
JPMorgan January 2009 - Present
JPMorgan Chase 2009 - Present
Washington Mutual November 2006 - September 2008
Washington Mutual August 2004 - September 2006
Skills
Problem Solving, Customer Relations, Customer Service, Public Speaking, Excel, Operations Research, Operations Management, Organizational..., Risk Management, Microsoft Excel, Loans, Process Improvement, Management, Leadership, Analysis, Business Analysis, Banking, Financial Analysis, Team Building, Access, Mortgage Servicing, Call Centers, Loss Mitigation
Education
University of North Texas 1999 — 2004
Bachelors of Business Administration, Business Entrepreneurship/ Strategic Management
El Centro College 1997 — 1999
Associates of Applied Science, Paralegal
JPMorgan January 2009 - Present
JPMorgan Chase 2009 - Present
Washington Mutual November 2006 - September 2008
Washington Mutual August 2004 - September 2006
Skills
Problem Solving, Customer Relations, Customer Service, Public Speaking, Excel, Operations Research, Operations Management, Organizational..., Risk Management, Microsoft Excel, Loans, Process Improvement, Management, Leadership, Analysis, Business Analysis, Banking, Financial Analysis, Team Building, Access, Mortgage Servicing, Call Centers, Loss Mitigation
Education
University of North Texas 1999 — 2004
Bachelors of Business Administration, Business Entrepreneurship/ Strategic Management
El Centro College 1997 — 1999
Associates of Applied Science, Paralegal
Tom Falkenberg's JPMorgan Experience March 2006 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan March 2006 - Present
Skills
Derivatives, Fixed Income, Hedge Funds, Equities, Asset Management, Middle Office, Alternative Investments, Financial Services, Fund Accounting, Capital Markets, Mutual Funds, Financial Markets, Trading Systems, Swaps, Cross-functional Team..., Private Equity, Investment Banking, Bloomberg, Risk Management, Credit Derivatives, Management, Securities, Settlement, Options, Global Custody, Organizational..., Relationship Management
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Econonmics
JPMorgan March 2006 - Present
Skills
Derivatives, Fixed Income, Hedge Funds, Equities, Asset Management, Middle Office, Alternative Investments, Financial Services, Fund Accounting, Capital Markets, Mutual Funds, Financial Markets, Trading Systems, Swaps, Cross-functional Team..., Private Equity, Investment Banking, Bloomberg, Risk Management, Credit Derivatives, Management, Securities, Settlement, Options, Global Custody, Organizational..., Relationship Management
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Econonmics
Molly Morgan's JPMorgan Experience May 1995 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan May 1995 - Present
Pittard Sullivan 1994 - 1997
First Chicago August 1990 - December 1992
Skills
Capital Markets, Private Banking, Commercial Banking, Fixed Income, Investment Banking, Financial Modeling, Hedge Funds, Alternative Investments, Private Equity, Equities, Derivatives, Financial Analysis, Portfolio Management, Series 7
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
Duke University 1986 — 1990
BA, Economics, French
JPMorgan May 1995 - Present
Pittard Sullivan 1994 - 1997
First Chicago August 1990 - December 1992
Skills
Capital Markets, Private Banking, Commercial Banking, Fixed Income, Investment Banking, Financial Modeling, Hedge Funds, Alternative Investments, Private Equity, Equities, Derivatives, Financial Analysis, Portfolio Management, Series 7
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
Duke University 1986 — 1990
BA, Economics, French
Harry Dahlman's JPMorgan Experience December 2008 - Present
Job Vice President Lead Manager Mutual Fund and Hedge Fund Financial Reporting
Industry Accounting
Petr Gorlich's JPMorgan Experience 2005 - Present
Job Equity Derivatives Trading, JP Morgan
Industry Investment Banking
Experience
JP MORGAN November 2005 - Present
JPMorgan 2005 - Present
Education
Ecole Centrale Paris 2002 — 2005
University of Economics, Prague
JP MORGAN November 2005 - Present
JPMorgan 2005 - Present
Education
Ecole Centrale Paris 2002 — 2005
University of Economics, Prague
Julian Bostic's JPMorgan Experience Vice PresidentJP Morgan2002 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJP Morgan2002 - Present
General Electric Capital Corporation 1995 - Present
GE Capital 1995 - 1999
Education
Duke University - The Fuqua School of Business 2000 — 2002
Howard University 1990 — 1995
BBA, Marketing
JPMorgan Vice PresidentJP Morgan2002 - Present
General Electric Capital Corporation 1995 - Present
GE Capital 1995 - 1999
Education
Duke University - The Fuqua School of Business 2000 — 2002
Howard University 1990 — 1995
BBA, Marketing
Matt Kulekofsky's JPMorgan Experience September 2009 - Present
Job Executive Director Global Structured Products at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
Francis Lavin's JPMorgan Experience 1987 - Present
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase January 1987 - Present
JP MorganChase 1987 - Present
JPMorgan 1987 - Present
JPMorgan Chase 1987 - Present
JPMorganChase 1987 - Present
JP Morgan 1989 - 2005
Teleport Communications November 1984 - December 1986
INSCO Systems/Continental INsurance October 1976 - November 1984
American Health and Life September 1975 - November 1976
Maryland Casualty Company July 1974 - September 1975
Skills
Management, Business Analysis, Investment Banking, Risk Management, Fixed Income, ITIL, Equities, Portfolio Management, Banking, Financial Services, Hedge Funds, Program Management, Outsourcing, Vendor Management, Capital Markets, Process Improvement, Governance, Strategy
Education
Fairleigh Dickinson University 1979 — 1982
MBA, Finance
Fordham University 1970 — 1974
BA, Political Science
Loyola
Loyola
Loyola
JP Morgan Chase January 1987 - Present
JP MorganChase 1987 - Present
JPMorgan 1987 - Present
JPMorgan Chase 1987 - Present
JPMorganChase 1987 - Present
JP Morgan 1989 - 2005
Teleport Communications November 1984 - December 1986
INSCO Systems/Continental INsurance October 1976 - November 1984
American Health and Life September 1975 - November 1976
Maryland Casualty Company July 1974 - September 1975
Skills
Management, Business Analysis, Investment Banking, Risk Management, Fixed Income, ITIL, Equities, Portfolio Management, Banking, Financial Services, Hedge Funds, Program Management, Outsourcing, Vendor Management, Capital Markets, Process Improvement, Governance, Strategy
Education
Fairleigh Dickinson University 1979 — 1982
MBA, Finance
Fordham University 1970 — 1974
BA, Political Science
Loyola
Loyola
Loyola
Sarah Penn James's JPMorgan Experience June 2005 - September 2007
Job Vice President at Caelus Energy
Industry Oil & Energy
Experience
Caelus Energy February 2013 - Present
Stanford Graduate School of Business August 2010 - December 2012
Riverstone Holdings January 2008 - July 2010
JPMorgan June 2005 - September 2007
Education
Duke University 2001 — 2005
Stanford University Graduate School of Business
Caelus Energy February 2013 - Present
Stanford Graduate School of Business August 2010 - December 2012
Riverstone Holdings January 2008 - July 2010
JPMorgan June 2005 - September 2007
Education
Duke University 2001 — 2005
Stanford University Graduate School of Business
Wendy Dykan's JPMorgan Experience September 2006 - January 2007
Job CLO Financial Analyst at York Capital Management
Industry Investment Management
Experience
York Capital Management August 2014 - Present
Anchorage Capital June 2010 - August 2014
D. E. Shaw & Co. August 2007 - May 2010
JPMorgan September 2006 - January 2007
Skills
Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Bloomberg, Fixed Income, Valuation, Venture Capital, CLO, Corporate Actions, Bank Debt, Investments, Financial Modeling
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
York Capital Management August 2014 - Present
Anchorage Capital June 2010 - August 2014
D. E. Shaw & Co. August 2007 - May 2010
JPMorgan September 2006 - January 2007
Skills
Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Bloomberg, Fixed Income, Valuation, Venture Capital, CLO, Corporate Actions, Bank Debt, Investments, Financial Modeling
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
Laura Haskell's JPMorgan Experience 2005 - 2006
Job Marketing and Brand Professional
Industry Marketing and Advertising
Experience
Marketing and Communications Consulting 2006 - Present
Fidelity Investments 2011 - 2012
Devonshire Investors, a Fidelity Investments Company 2006 - 2007
JPMorgan 2005 - 2006
MFS Investment Management 2000 - 2003
Fidelity Investments 1995 - 2000
Fidelity Investments July 1995 - April 1998
Skills
Brand Development, Marketing Strategy, Marketing Communications, Integrated Marketing, Management, Online Marketing, Online Advertising, Market Research, Account Management, Product Management, Lead Generation, Social Media Marketing, Strategy, Corporate Communications, Digital Marketing, Sales, Marketing, Email Marketing, Advertising, Direct Marketing
Education
Simmons College - Simmons School of Management 1989 — 1990
Emerson College
certificate, Digital Media/Film
Salem State University
MA, English
Marketing and Communications Consulting 2006 - Present
Fidelity Investments 2011 - 2012
Devonshire Investors, a Fidelity Investments Company 2006 - 2007
JPMorgan 2005 - 2006
MFS Investment Management 2000 - 2003
Fidelity Investments 1995 - 2000
Fidelity Investments July 1995 - April 1998
Skills
Brand Development, Marketing Strategy, Marketing Communications, Integrated Marketing, Management, Online Marketing, Online Advertising, Market Research, Account Management, Product Management, Lead Generation, Social Media Marketing, Strategy, Corporate Communications, Digital Marketing, Sales, Marketing, Email Marketing, Advertising, Direct Marketing
Education
Simmons College - Simmons School of Management 1989 — 1990
Emerson College
certificate, Digital Media/Film
Salem State University
MA, English
Georgette Milwood's JPMorgan Experience 2003 - 2005
Job Senior Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Mortgage UnderwriterContempoarary2009 - 2009
Credit Suisse 2005 - 2007
JPMorgan 2003 - 2005
JPMorgan Chase 2003 - 2005
Education
Fairleigh Dickinson University
JPMorgan Chase Mortgage UnderwriterContempoarary2009 - 2009
Credit Suisse 2005 - 2007
JPMorgan 2003 - 2005
JPMorgan Chase 2003 - 2005
Education
Fairleigh Dickinson University
MaryAnn Pasquarello Stauffer's JPMorgan Experience July 2001 - October 2005
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs October 2005 - Present
JPMorgan July 2001 - October 2005
Merrill Lynch June 1998 - July 2001
Skills
Equities, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Investments, Asset Management, Series 63, Capital Markets, Portfolio Management, Mutual Funds, Asset Allocation, Private Equity, Wealth Management, Investment Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of Scranton
Bachelor of Science, Finance
Goldman Sachs October 2005 - Present
JPMorgan July 2001 - October 2005
Merrill Lynch June 1998 - July 2001
Skills
Equities, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Investments, Asset Management, Series 63, Capital Markets, Portfolio Management, Mutual Funds, Asset Allocation, Private Equity, Wealth Management, Investment Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of Scranton
Bachelor of Science, Finance
Wayne Kropp's JPMorgan Experience August 2009 - September 2012
Job Analysis of loans in mortgage pools
Industry Banking
Experience
NewOak Capital August 2014 - Present
Nationstar Mortgage Wholesale Lending October 2012 - August 2013
JPMorgan August 2009 - September 2012
American Home Mortgage September 2005 - August 2007
Skills
Mortgage Lending, Credit Analysis, Mortgage Underwriting, Residential Mortgages, Refinance, Consumer Lending, Mortgage Banking, Banking, FHA, Loans, Risk Management
Education
Fashion Institute of Technology 1985 — 1987
Bachelor's degree, International Marketing
Fashion Institute of Technology
Bachelor's degree, International Marketing
Fashion Institute of Technology 1984 — 1985
Associate of Arts and Sciences (A.A.S.), Fashion Buying and Merchandising
Fashion Institute of Technology 1982 — 1984
Associate of Arts (A.A.), Design and Applied Arts
NewOak Capital August 2014 - Present
Nationstar Mortgage Wholesale Lending October 2012 - August 2013
JPMorgan August 2009 - September 2012
American Home Mortgage September 2005 - August 2007
Skills
Mortgage Lending, Credit Analysis, Mortgage Underwriting, Residential Mortgages, Refinance, Consumer Lending, Mortgage Banking, Banking, FHA, Loans, Risk Management
Education
Fashion Institute of Technology 1985 — 1987
Bachelor's degree, International Marketing
Fashion Institute of Technology
Bachelor's degree, International Marketing
Fashion Institute of Technology 1984 — 1985
Associate of Arts and Sciences (A.A.S.), Fashion Buying and Merchandising
Fashion Institute of Technology 1982 — 1984
Associate of Arts (A.A.), Design and Applied Arts
Kristy Bellantoni's JPMorgan Experience December 2004 - February 2009
Job 8th Grade Math Teacher at Tomlinson Middle School
Industry Financial Services
Experience
Tomlinson Middle School September 2012 - Present
Tomlinson Middle School September 2010 - June 2012
JPMorgan December 2004 - February 2009
JPMorgan Chase September 1999 - December 2004
JPMorgan Chase August 1994 - September 1999
New York Power Authority June 1991 - July 1994
Skills
Team Building, Workshop Facilitation, Training, Leadership Development, Performance Management, Talent Acquisition, Recruiting, Coaching, Career Development, Organizational..., Relationship Management, Organizational..., Needs Analysis, E-Learning, Instructional Design, Management, Human Resources
Education
Fordham University 1993 — 1995
MS, Human Resource Education
Pace University 1987 — 1991
Bachelor of Business Administration, Business
Tomlinson Middle School September 2012 - Present
Tomlinson Middle School September 2010 - June 2012
JPMorgan December 2004 - February 2009
JPMorgan Chase September 1999 - December 2004
JPMorgan Chase August 1994 - September 1999
New York Power Authority June 1991 - July 1994
Skills
Team Building, Workshop Facilitation, Training, Leadership Development, Performance Management, Talent Acquisition, Recruiting, Coaching, Career Development, Organizational..., Relationship Management, Organizational..., Needs Analysis, E-Learning, Instructional Design, Management, Human Resources
Education
Fordham University 1993 — 1995
MS, Human Resource Education
Pace University 1987 — 1991
Bachelor of Business Administration, Business
Michael Tavss's JPMorgan Experience May 2000 - September 2001
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Credit Suisse April 2008 - October 2009
Goldman Sachs November 2003 - April 2008
JPMorgan May 2000 - September 2001
Allstate Insurance August 1998 - December 1999
Marriott International June 1997 - August 1997
Skills
Risk Management, Cross-functional Team..., PMP, Process Improvement, Strategy, Financial Modeling, Management, Negotiation, Change Management, Valuation, Project Management, Financial Analysis, Portfolio Management, Banking, Capital Markets, Analytics, Leadership, Investment Banking, Analysis, Due Diligence, Asset Management, Equities, Mergers & Acquisitions, Forecasting, Derivatives, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Maryland - Robert H. Smith School of Business 1993 — 1998
BS
UBS Investment Bank November 2009 - Present
Credit Suisse April 2008 - October 2009
Goldman Sachs November 2003 - April 2008
JPMorgan May 2000 - September 2001
Allstate Insurance August 1998 - December 1999
Marriott International June 1997 - August 1997
Skills
Risk Management, Cross-functional Team..., PMP, Process Improvement, Strategy, Financial Modeling, Management, Negotiation, Change Management, Valuation, Project Management, Financial Analysis, Portfolio Management, Banking, Capital Markets, Analytics, Leadership, Investment Banking, Analysis, Due Diligence, Asset Management, Equities, Mergers & Acquisitions, Forecasting, Derivatives, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Maryland - Robert H. Smith School of Business 1993 — 1998
BS
Aaron Isaacson's JPMorgan Experience June 2002 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
JPMorgan June 2002 - Present
Education
Fordham University 1999 — 2003
JPMorgan June 2002 - Present
Education
Fordham University 1999 — 2003
Douglas Spiegel's JPMorgan Experience November 1995 - September 1997
Job Chief Financial Officer at Realm Partners LLC
Industry Financial Services
Experience
Realm Partners LLC April 2009 - Present
Sanno Point Capital Management July 2004 - April 2009
Wexford Capital Management LLC March 2004 - July 2004
Deutsche Bank Securities September 1997 - February 2004
JPMorgan November 1995 - September 1997
PriceWaterhouse August 1993 - November 1995
Skills
Due Diligence, Financial Controlling, Hedge Funds
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
The Ohio State University Fisher College of Business 1989 — 1993
BSBA, Accounting
Realm Partners LLC April 2009 - Present
Sanno Point Capital Management July 2004 - April 2009
Wexford Capital Management LLC March 2004 - July 2004
Deutsche Bank Securities September 1997 - February 2004
JPMorgan November 1995 - September 1997
PriceWaterhouse August 1993 - November 1995
Skills
Due Diligence, Financial Controlling, Hedge Funds
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
The Ohio State University Fisher College of Business 1989 — 1993
BSBA, Accounting
Lisa Sarris's JPMorgan Experience July 2000 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2000 - Present
JP Morgan 2000 - Present
Education
Fordham University 1996 — 2000
JPMorgan July 2000 - Present
JP Morgan 2000 - Present
Education
Fordham University 1996 — 2000
Laura Newcomb's JPMorgan Experience 1997 - 2007
Job Senior Vice President at FBR & Co.
Industry Financial Services
Experience
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
Gisella Borruso Leonardis's JPMorgan Experience 2006 - Present
Job Vice President
Industry Investment Banking
Experience
JPMorgan 2006 - Present
JPMorgan 2004 - 2006
Chase Home Finance August 2002 - February 2004
Maersk Logsistics 1996 - 1998
Maersk Logsistics 1996 - 1998
Maersk Logsistics 1996 - 1998
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Master of Business Administration (MBA), Accounting and Finance
Montclair State University
Bachelor of Science (BS), International Business
JPMorgan 2006 - Present
JPMorgan 2004 - 2006
Chase Home Finance August 2002 - February 2004
Maersk Logsistics 1996 - 1998
Maersk Logsistics 1996 - 1998
Maersk Logsistics 1996 - 1998
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Master of Business Administration (MBA), Accounting and Finance
Montclair State University
Bachelor of Science (BS), International Business
Amitava Sarkar's JPMorgan Experience January 2011 - January 2014
Job Executive Director at J.P.Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan July 2007 - January 2011
HSBC April 2001 - August 2005
Skills
Logistics, Aviation, Aircraft Leasing, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, LBO, Equities, Emerging Markets, Due Diligence, Mergers
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
Indian Institute of Technology, Kharagpur
B.Tech(Hons.), Civil Engineering
Faculty of Management Studies - University of Delhi
Masters in Business, Management
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan July 2007 - January 2011
HSBC April 2001 - August 2005
Skills
Logistics, Aviation, Aircraft Leasing, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, LBO, Equities, Emerging Markets, Due Diligence, Mergers
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
Indian Institute of Technology, Kharagpur
B.Tech(Hons.), Civil Engineering
Faculty of Management Studies - University of Delhi
Masters in Business, Management
Leanne Offermann's JPMorgan Experience June 2006 - Present
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan June 2006 - Present
Skills
Equities, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Finance, Risk Management, Valuation, Microsoft Excel, Portfolio Management, Financial Services
Education
Fordham University 2002 — 2006
International Political Economy / Business Administration
JPMorgan June 2006 - Present
Skills
Equities, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Finance, Risk Management, Valuation, Microsoft Excel, Portfolio Management, Financial Services
Education
Fordham University 2002 — 2006
International Political Economy / Business Administration
Suzanne Morsfield's JPMorgan Experience 2007 - 2008
Job Senior Technical Manager at International Accounting Standards Board
Industry Capital Markets
Experience
International Accounting Standards Board September 2015 - Present
Columbia Business School - Center for Excellence in Accounting and Security Analysis 2011 - 2015
Thomson Reuters 2009 - 2011
JPMorgan 2007 - 2008
Morgan Stanley 2005 - 2007
NYU Stern School of Business 2004 - 2005
Hillcrest Analytics 2001 - 2005
The University of Arizona 2003 - 2004
University of Michigan-Dearborn 2002 - 2003
Ernst & Young 2000 - 2002
Skills
Valuation, Trading, Research, Securities, Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Asset Managment, Hedge Funds, Investments, Capital Markets, Investment Banking, Risk Management, Data Analysis, Equities
Education
University of Arizona 1993 — 1998
PhD, Accounting, Tax, Finance
Eastern Michigan University
B.A./M.S., Mathematics and Economics/Accountancy and Taxation
International Accounting Standards Board September 2015 - Present
Columbia Business School - Center for Excellence in Accounting and Security Analysis 2011 - 2015
Thomson Reuters 2009 - 2011
JPMorgan 2007 - 2008
Morgan Stanley 2005 - 2007
NYU Stern School of Business 2004 - 2005
Hillcrest Analytics 2001 - 2005
The University of Arizona 2003 - 2004
University of Michigan-Dearborn 2002 - 2003
Ernst & Young 2000 - 2002
Skills
Valuation, Trading, Research, Securities, Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Asset Managment, Hedge Funds, Investments, Capital Markets, Investment Banking, Risk Management, Data Analysis, Equities
Education
University of Arizona 1993 — 1998
PhD, Accounting, Tax, Finance
Eastern Michigan University
B.A./M.S., Mathematics and Economics/Accountancy and Taxation
Caitlin Whittington's JPMorgan Experience 2006 - February 2010
Job Graphics and Exhibition Designer at New York Public Library
Industry Graphic Design
Experience
New York Public Library February 2010 - Present
New York Public Library September 2009 - February 2010
JPMorgan 2006 - February 2010
Sourcelab June 2009 - 2010
American Museum of Natural History February 2008 - 2008
Merovingian Music May 2007 - September 2007
Skills
Graphic Design, Branding & Identity, Typography, Illustrator, Adobe Creative Suite, InDesign, Web Design, QuarkXPress, Mac, Editing, Creative Direction, Exhibit Design, Art Direction, Photoshop, Illustration, WordPress, Creativity Skills, Project Management, Teamwork, Layout, Adobe Digital..., Exhibition Design
Education
Fashion Institute of Technology 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Nottingham Trent University 2007 — 2007
Graphic Design
New York Public Library February 2010 - Present
New York Public Library September 2009 - February 2010
JPMorgan 2006 - February 2010
Sourcelab June 2009 - 2010
American Museum of Natural History February 2008 - 2008
Merovingian Music May 2007 - September 2007
Skills
Graphic Design, Branding & Identity, Typography, Illustrator, Adobe Creative Suite, InDesign, Web Design, QuarkXPress, Mac, Editing, Creative Direction, Exhibit Design, Art Direction, Photoshop, Illustration, WordPress, Creativity Skills, Project Management, Teamwork, Layout, Adobe Digital..., Exhibition Design
Education
Fashion Institute of Technology 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Nottingham Trent University 2007 — 2007
Graphic Design
Anna Hung's JPMorgan Experience July 2005 - June 2007
Job Account Executive at Quantcast
Industry Internet
Experience
Quantcast September 2014 - Present
People.com at Time Inc. June 2013 - July 2014
Group Commerce April 2012 - December 2012
Google September 2010 - April 2012
Yahoo! February 2010 - September 2010
Yahoo! March 2009 - February 2010
Yahoo! April 2008 - March 2009
Yahoo! June 2007 - April 2008
JPMorgan July 2005 - June 2007
Pfizer Pharmaceuticals May 2003 - August 2004
Skills
Market Research, Brand Management, Market Analysis, Event Planning, New Hire Orientations, Digital Marketing, SEM, Online Advertising, PPC, Display Advertising, Digital Media, Digital Strategy, Mobile Marketing, Account Management, Analytics, Google Analytics, Lead Generation, Mobile Advertising, Media Planning, Salesforce.com, Campaign Management, Web Marketing, Online Marketing, Advertising, Sales, Integrated Marketing, Web Analytics, Business Development, Strategic Partnerships, Advertising Sales, Search Advertising
Education
Fashion Institute of Technology 2007 — 2007
Accessory Design
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
B.S., Marketing
Quantcast September 2014 - Present
People.com at Time Inc. June 2013 - July 2014
Group Commerce April 2012 - December 2012
Google September 2010 - April 2012
Yahoo! February 2010 - September 2010
Yahoo! March 2009 - February 2010
Yahoo! April 2008 - March 2009
Yahoo! June 2007 - April 2008
JPMorgan July 2005 - June 2007
Pfizer Pharmaceuticals May 2003 - August 2004
Skills
Market Research, Brand Management, Market Analysis, Event Planning, New Hire Orientations, Digital Marketing, SEM, Online Advertising, PPC, Display Advertising, Digital Media, Digital Strategy, Mobile Marketing, Account Management, Analytics, Google Analytics, Lead Generation, Mobile Advertising, Media Planning, Salesforce.com, Campaign Management, Web Marketing, Online Marketing, Advertising, Sales, Integrated Marketing, Web Analytics, Business Development, Strategic Partnerships, Advertising Sales, Search Advertising
Education
Fashion Institute of Technology 2007 — 2007
Accessory Design
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
B.S., Marketing
JP Hickey's JPMorgan Experience October 1999 - January 2003
Job Senior Vice President, Corporate Banking at Regions Financial Corporation
Industry Investment Banking
Experience
Regions Financial Corporation April 2015 - Present
Raymond James Financial, Inc. July 2011 - April 2015
Wells Fargo July 2005 - July 2011
JPMorgan October 1999 - January 2003
JPMorgan July 1997 - September 1999
Education
Duke University - The Fuqua School of Business 2004 — 2005
MBA
Wake Forest University 1993 — 1997
BS
Regions Financial Corporation April 2015 - Present
Raymond James Financial, Inc. July 2011 - April 2015
Wells Fargo July 2005 - July 2011
JPMorgan October 1999 - January 2003
JPMorgan July 1997 - September 1999
Education
Duke University - The Fuqua School of Business 2004 — 2005
MBA
Wake Forest University 1993 — 1997
BS
Marina Woodruff's JPMorgan Experience 2005 - 2008
Job Director Hospitality and Entertainment Marketing at Caesars Entertainment Corporation
Industry Financial Services
Experience
Caesars Entertainment Corporation February 2014 - Present
Caesars Entertainment Corporation September 2012 - February 2014
Morgan Stanley January 2009 - June 2010
JPMorgan 2005 - 2008
Skills
Marketing Strategy, Leadership, Strategy, Strategic Planning, Cross-functional Team..., Management, Financial Analysis, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Marketing, Strategy
Spelman College 2001 — 2005
Bachelor’s Degree, Economics
Caesars Entertainment Corporation February 2014 - Present
Caesars Entertainment Corporation September 2012 - February 2014
Morgan Stanley January 2009 - June 2010
JPMorgan 2005 - 2008
Skills
Marketing Strategy, Leadership, Strategy, Strategic Planning, Cross-functional Team..., Management, Financial Analysis, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Marketing, Strategy
Spelman College 2001 — 2005
Bachelor’s Degree, Economics
Thomas Schnell's JPMorgan Experience May 1999 - Present
Job Managing Director at JPMorgan
Industry Real Estate
Experience
JPMorgan May 1999 - Present
PNC July 1987 - May 1999
Skills
Banking, Capital Markets, Valuation, Asset Management, Financial Modeling, Real Estate Economics, Financial Analysis, Due Diligence, Portfolio Management, Real Estate, Corporate Law, Investments, Investment Banking
Education
Indiana University - Kelley School of Business 1985 — 1987
MBA, Finance and Real Estate
Eastern Illinois University 1981 — 1985
Bachelor of Science (BS), Business - Marketing
JPMorgan May 1999 - Present
PNC July 1987 - May 1999
Skills
Banking, Capital Markets, Valuation, Asset Management, Financial Modeling, Real Estate Economics, Financial Analysis, Due Diligence, Portfolio Management, Real Estate, Corporate Law, Investments, Investment Banking
Education
Indiana University - Kelley School of Business 1985 — 1987
MBA, Finance and Real Estate
Eastern Illinois University 1981 — 1985
Bachelor of Science (BS), Business - Marketing
Mitchell Klaben's JPMorgan Experience June 2008 - June 2010
Job Bloomberg Toms Product Manager
Industry Information Technology and Services
Experience
Bloomberg LP December 2014 - Present
JPMorgan June 2008 - June 2010
Bear Stearns February 2005 - June 2008
HSBC Securities 2001 - 2003
Fuji Bank 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Business Analysis, Trading Systems, Investment Banking, Capital Markets, Risk Management, Middle Office, Hedge Funds, Program Management, Calypso, Settlement
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
University of Massachusetts, Amherst 1985 — 1989
Bloomberg LP December 2014 - Present
JPMorgan June 2008 - June 2010
Bear Stearns February 2005 - June 2008
HSBC Securities 2001 - 2003
Fuji Bank 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Business Analysis, Trading Systems, Investment Banking, Capital Markets, Risk Management, Middle Office, Hedge Funds, Program Management, Calypso, Settlement
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
University of Massachusetts, Amherst 1985 — 1989
Sonjia Ellis's JPMorgan Experience January 2006 - July 2007
Job Vice President, Technology Release Manager at Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
JP Morgan Chase June 2009 - October 2011
Citi July 2007 - July 2008
JPMorgan January 2006 - July 2007
JPMorgan Chase September 2002 - October 2005
Fiserv Lending Solutions April 2001 - August 2002
Barnett Bank / Amsouth Bank June 1994 - February 2001
Skills
Business Analysis, Integration, Product Management, Management, Financial Services, Enterprise Software, Training, Credit Cards, Portfolio Management, Payments, E-commerce, Retail Banking, Mergers & Acquisitions, Databases, Project Planning
Education
University of Phoenix 2000 — 2001
Master of Arts, Organizational Management
Florida Agricultural and Mechanical University 1989 — 1994
B.S., Business Administration
Bank of America 2010 - Present
JP Morgan Chase June 2009 - October 2011
Citi July 2007 - July 2008
JPMorgan January 2006 - July 2007
JPMorgan Chase September 2002 - October 2005
Fiserv Lending Solutions April 2001 - August 2002
Barnett Bank / Amsouth Bank June 1994 - February 2001
Skills
Business Analysis, Integration, Product Management, Management, Financial Services, Enterprise Software, Training, Credit Cards, Portfolio Management, Payments, E-commerce, Retail Banking, Mergers & Acquisitions, Databases, Project Planning
Education
University of Phoenix 2000 — 2001
Master of Arts, Organizational Management
Florida Agricultural and Mechanical University 1989 — 1994
B.S., Business Administration
Adrienne Loiseau's JPMorgan Experience July 2008 - Present
Job at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan July 2008 - Present
JPMorgan Chase September 1999 - Present
JPMorgan Chase August 2005 - 2006
Education
Fashion Institute of Technology
Certification, Fashion Events Planning
University of Phoenix
BS, Business Marketing
Farmingdale State University of New York
AS, Business Administration
JPMorgan July 2008 - Present
JPMorgan Chase September 1999 - Present
JPMorgan Chase August 2005 - 2006
Education
Fashion Institute of Technology
Certification, Fashion Events Planning
University of Phoenix
BS, Business Marketing
Farmingdale State University of New York
AS, Business Administration
Kirsten Rastrick's JPMorgan Experience July 2000 - Present
Job Fixed Income Sales at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2000 - Present
Deutsche Bank 1998 - 1998
Education
Duke University 1996 — 2000
GHS
JPMorgan July 2000 - Present
Deutsche Bank 1998 - 1998
Education
Duke University 1996 — 2000
GHS
Dave Middlemiss's JPMorgan Experience December 2005 - Present
Job Banker JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan December 2005 - Present
UBS Finanacial Services January 2002 - December 2005
Furman Selz Capital Management January 1986 - January 2002
Skills
Asset Management, Equities, Wealth Management, Asset Managment, Portfolio Management, Hedge Funds, Investments, New Business Development, Fixed Income, Capital Markets, Investment Management, Alternative Investments, Banking, Securities, Private Equity, Series 7
Education
Fordham University 1981 — 1985
Economics, Economics
JPMorgan December 2005 - Present
UBS Finanacial Services January 2002 - December 2005
Furman Selz Capital Management January 1986 - January 2002
Skills
Asset Management, Equities, Wealth Management, Asset Managment, Portfolio Management, Hedge Funds, Investments, New Business Development, Fixed Income, Capital Markets, Investment Management, Alternative Investments, Banking, Securities, Private Equity, Series 7
Education
Fordham University 1981 — 1985
Economics, Economics
Casey Shanley's JPMorgan Experience 2007 - 2008
Job Analyst at Panning Capital Management
Industry Investment Management
Experience
Panning Capital Management September 2014 - Present
GoldenTree Asset Management March 2012 - September 2014
Claren Road Asset Management January 2010 - February 2012
Noroton Capital Management July 2008 - January 2010
JPMorgan 2007 - 2008
Merrill Lynch 2002 - 2005
BNP Paribas 2000 - 2002
Education
Duke University - The Fuqua School of Business 2005 — 2007
Georgetown University 1996 — 2000
BSBA
Panning Capital Management September 2014 - Present
GoldenTree Asset Management March 2012 - September 2014
Claren Road Asset Management January 2010 - February 2012
Noroton Capital Management July 2008 - January 2010
JPMorgan 2007 - 2008
Merrill Lynch 2002 - 2005
BNP Paribas 2000 - 2002
Education
Duke University - The Fuqua School of Business 2005 — 2007
Georgetown University 1996 — 2000
BSBA
Lynn Avitabile's JPMorgan Experience September 2001 - December 2006
Job Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2007 - Present
J.P. Morgan Asset Management January 2013 - December 2013
JPMorgan September 2001 - December 2006
JPMorgan September 1987 - September 2001
JPMorgan July 1984 - August 1987
Various Hospitals/Clinics September 1979 - September 1982
Skills
Series 63, Coaching, Finance, Project Management, Deferred Compensation, Management, Human Resources, Asset Managment, Investments, Series 7, Alternative Investments, Asset Management, Banking, Bonds, Business Development, CRM, Capital Markets, Change Management, Derivatives, Fixed Income, Investment Banking, Investment Management, Investment Strategies, Recruiting, Retirement, Retirement Planning, Risk Management, Securities, Training, Leadership Development, Mutual Funds, Global Human Resources...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Quinnipiac University 1975 — 1979
BSOT
Glastonbury High School 1972 — 1975
HS Diploma
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2007 - Present
J.P. Morgan Asset Management January 2013 - December 2013
JPMorgan September 2001 - December 2006
JPMorgan September 1987 - September 2001
JPMorgan July 1984 - August 1987
Various Hospitals/Clinics September 1979 - September 1982
Skills
Series 63, Coaching, Finance, Project Management, Deferred Compensation, Management, Human Resources, Asset Managment, Investments, Series 7, Alternative Investments, Asset Management, Banking, Bonds, Business Development, CRM, Capital Markets, Change Management, Derivatives, Fixed Income, Investment Banking, Investment Management, Investment Strategies, Recruiting, Retirement, Retirement Planning, Risk Management, Securities, Training, Leadership Development, Mutual Funds, Global Human Resources...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Quinnipiac University 1975 — 1979
BSOT
Glastonbury High School 1972 — 1975
HS Diploma
Brian Wonson's JPMorgan Experience April 2007 - April 2012
Job Senior Business Analyst at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting August 2013 - Present
Marchon Partners April 2012 - July 2013
JPMorgan April 2007 - April 2012
JPMorgan Chase November 2001 - April 2012
Investors Bank & Trust October 1993 - October 2001
Skills
Fixed Income, Fund Accounting, Equities, Bloomberg, Derivatives, Financial Services, Risk Management, Mutual Funds, Global Custody, Corporate Actions, Valuation, Securities, Accounting, Internal Controls, Cash Management, Due Diligence
Education
Fitchburg State College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Westfield State College 1988 — 1989
Communication and Media Studies
Collaborative Consulting August 2013 - Present
Marchon Partners April 2012 - July 2013
JPMorgan April 2007 - April 2012
JPMorgan Chase November 2001 - April 2012
Investors Bank & Trust October 1993 - October 2001
Skills
Fixed Income, Fund Accounting, Equities, Bloomberg, Derivatives, Financial Services, Risk Management, Mutual Funds, Global Custody, Corporate Actions, Valuation, Securities, Accounting, Internal Controls, Cash Management, Due Diligence
Education
Fitchburg State College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Westfield State College 1988 — 1989
Communication and Media Studies
Christine Lanni's JPMorgan Experience July 2007 - July 2010
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan Private Bank July 2010 - Present
JPMorgan July 2007 - July 2010
Skills
Bloomberg, Hedge Funds, Equities, Series 7, Fixed Income
Education
Fordham University 2003 — 2007
Concentration: Finance, Minor: Economics
J.P. Morgan January 2014 - Present
J.P. Morgan Private Bank July 2010 - Present
JPMorgan July 2007 - July 2010
Skills
Bloomberg, Hedge Funds, Equities, Series 7, Fixed Income
Education
Fordham University 2003 — 2007
Concentration: Finance, Minor: Economics
Amy Bordonaro's JPMorgan Experience June 2008 - August 2011
Job Investor Relations/Marketing at Trend Capital Management
Industry Financial Services
Experience
Trend Capital Management LP August 2011 - Present
JPMorgan June 2008 - August 2011
Bear Stearns July 2007 - June 2008
Education
Fairfield University 2003 — 2007
BS, Marketing
Trend Capital Management LP August 2011 - Present
JPMorgan June 2008 - August 2011
Bear Stearns July 2007 - June 2008
Education
Fairfield University 2003 — 2007
BS, Marketing
Scott Santorelli's JPMorgan Experience December 2005 - December 2014
Job Relationship ManagerCommercial Real Estate Banking at JPMorgan
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan December 2005 - December 2014
UBS May 2000 - November 2005
Merrill Lynch 1999 - 2000
Skills
Equities, Securities, Hedge Funds, Financial Services, Risk Management, Banking, Derivatives, Bloomberg, Treasury Services, Employee Stock Options, Commercial Banking, Project Management, Manage Client..., Business Analysis, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
JPMorgan Chase & Co. December 2014 - Present
JPMorgan December 2005 - December 2014
UBS May 2000 - November 2005
Merrill Lynch 1999 - 2000
Skills
Equities, Securities, Hedge Funds, Financial Services, Risk Management, Banking, Derivatives, Bloomberg, Treasury Services, Employee Stock Options, Commercial Banking, Project Management, Manage Client..., Business Analysis, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
Carol Pizzingrillo's JPMorgan Experience April 2007 - July 2014
Job Senior Administrative Assistant to the Director of Relationship Management at Astoria Bank
Industry Banking
Experience
Astoria Bank August 2014 - Present
JPMorgan April 2007 - July 2014
JPMorgan Chase June 1998 - April 2007
Chase Manhattan Bank 1995 - 1998
Chase Manhattan Bank 1989 - 1995
Vicorp 1989 - 1989
Covidea 1985 - 1989
Covidea 1985 - 1989
Chemical Bank 1983 - 1985
Skills
Credit, Asset Managment, Risk Management, Asset Management, Portfolio Management, Financial Services, Equities, Loans, Human Resources, Financial Analysis, Commercial Lending, Employee Benefits, Process Improvement
Education
Farmingdale State College 1981 — 1983
A.A.S., Secretarial Science
Farmingdale State College 1981 — 1983
AAS in Secretarial Science, Office Management and Supervision
Astoria Bank August 2014 - Present
JPMorgan April 2007 - July 2014
JPMorgan Chase June 1998 - April 2007
Chase Manhattan Bank 1995 - 1998
Chase Manhattan Bank 1989 - 1995
Vicorp 1989 - 1989
Covidea 1985 - 1989
Covidea 1985 - 1989
Chemical Bank 1983 - 1985
Skills
Credit, Asset Managment, Risk Management, Asset Management, Portfolio Management, Financial Services, Equities, Loans, Human Resources, Financial Analysis, Commercial Lending, Employee Benefits, Process Improvement
Education
Farmingdale State College 1981 — 1983
A.A.S., Secretarial Science
Farmingdale State College 1981 — 1983
AAS in Secretarial Science, Office Management and Supervision
Michael Ciferri's JPMorgan Experience March 2007 - Present
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan March 2007 - Present
IndexIQ 2006 - 2007
Washington Mutual July 2002 - December 2005
Skills
Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2007
MBA, Finance
Quinnipiac University - School of Business 1998 — 2002
BS, Computer Science
JPMorgan March 2007 - Present
IndexIQ 2006 - 2007
Washington Mutual July 2002 - December 2005
Skills
Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2007
MBA, Finance
Quinnipiac University - School of Business 1998 — 2002
BS, Computer Science
Jessica Bikoff Hoban's JPMorgan Experience September 2005 - November 2012
Job Executive Director, Learning & Development at JPMorgan
Industry Human Resources
Experience
J.P. Morgan Asset Management November 2012 - Present
JPMorgan September 2005 - November 2012
Columbia University Medical Center August 2002 - September 2005
NYU Medical Center July 2001 - July 2002
Education
Teachers College of Columbia University 2004 — 2009
Ed.M, Counseling Psychology
New York University 2000 — 2002
MA, Organizational Psychology
Emory University 1995 — 1999
BA, Psychology
J.P. Morgan Asset Management November 2012 - Present
JPMorgan September 2005 - November 2012
Columbia University Medical Center August 2002 - September 2005
NYU Medical Center July 2001 - July 2002
Education
Teachers College of Columbia University 2004 — 2009
Ed.M, Counseling Psychology
New York University 2000 — 2002
MA, Organizational Psychology
Emory University 1995 — 1999
BA, Psychology
Edwin Grospe's JPMorgan Experience April 2007 - Present
Job Executive Director, JPMorgan
Industry Investment Banking
Experience
JPMorgan April 2007 - Present
Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Equities, Credit Derivatives, Valuation, Financial Modeling, Bloomberg, Trading Systems, Interest Rate..., Middle Office, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master's degree, Finance
Fordham University 1989 — 1993
Bachelor's degree, Finance
JPMorgan April 2007 - Present
Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Equities, Credit Derivatives, Valuation, Financial Modeling, Bloomberg, Trading Systems, Interest Rate..., Middle Office, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master's degree, Finance
Fordham University 1989 — 1993
Bachelor's degree, Finance
William Wu's JPMorgan Experience December 2006 - January 2008
Job Student at University of Virginia School of Law
Industry Banking
Experience
Bank of America Merrill Lynch May 2012 - September 2014
J.P. Morgan June 2008 - May 2012
J.P. Morgan January 2008 - July 2008
JPMorgan December 2006 - January 2008
Australian Wealth Management March 2006 - December 2006
New South Wales Government Australia April 2005 - March 2006
Austamory Accounting and Tax Firm (CPA) August 2003 - April 2005
Skills
Portfolio Management, Investments, Banking, Finance, Investment Banking, Cash Management, Capital Markets, Financial Analysis, Valuation, Project Management, CRM, Liquidity Management, Derivatives, Relationship Management, Treasury Management, Financial Markets, Clearing, Securities, FX Options, Commercial Banking, Investment Management, Alternative Investments, Private Equity, Asset Managment, Treasury, Corporate Actions, Bloomberg, Bonds, Wealth Management, Accounting, Investment Operation, Banknotes, Trade Finance, Foreign Exchange, Financial Regulation, Banking Relationships, Securities Regulation, Civil Procedure, Contract Law, International Banking..., Escrow, Mergers & Acquisitions, Legal Research, Strategic Negotiations, Contract Negotiation, Banking Law, Emerging Markets, Management, Corporate Finance, Legal Writing
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Virginia School of Law 2014 — 2015
Master’s Degree, Banking, Corporate, Finance, and Securities Law
University of Sydney 2003 — 2005
Master's degree, Accounting and Commercial Law
East China University of Political Science and Law 1998 — 2002
Bachelor's Degree, Criminal Justice/Police Science
Primary School
Secondary School
Bank of America Merrill Lynch Master Banker Academy 2014 — 2014
Banking, Corporate, Finance, and Securities Law
Bank of America Merrill Lynch May 2012 - September 2014
J.P. Morgan June 2008 - May 2012
J.P. Morgan January 2008 - July 2008
JPMorgan December 2006 - January 2008
Australian Wealth Management March 2006 - December 2006
New South Wales Government Australia April 2005 - March 2006
Austamory Accounting and Tax Firm (CPA) August 2003 - April 2005
Skills
Portfolio Management, Investments, Banking, Finance, Investment Banking, Cash Management, Capital Markets, Financial Analysis, Valuation, Project Management, CRM, Liquidity Management, Derivatives, Relationship Management, Treasury Management, Financial Markets, Clearing, Securities, FX Options, Commercial Banking, Investment Management, Alternative Investments, Private Equity, Asset Managment, Treasury, Corporate Actions, Bloomberg, Bonds, Wealth Management, Accounting, Investment Operation, Banknotes, Trade Finance, Foreign Exchange, Financial Regulation, Banking Relationships, Securities Regulation, Civil Procedure, Contract Law, International Banking..., Escrow, Mergers & Acquisitions, Legal Research, Strategic Negotiations, Contract Negotiation, Banking Law, Emerging Markets, Management, Corporate Finance, Legal Writing
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Virginia School of Law 2014 — 2015
Master’s Degree, Banking, Corporate, Finance, and Securities Law
University of Sydney 2003 — 2005
Master's degree, Accounting and Commercial Law
East China University of Political Science and Law 1998 — 2002
Bachelor's Degree, Criminal Justice/Police Science
Primary School
Secondary School
Bank of America Merrill Lynch Master Banker Academy 2014 — 2014
Banking, Corporate, Finance, and Securities Law
John Tampellini CFA's JPMorgan Experience March 2003 - May 2008
Job Bloomberg LP
Industry Financial Services
Experience
Bloomberg Financial Services LP January 2011 - Present
Cantor Firtzgerald September 2008 - January 2011
JPMorgan March 2003 - May 2008
Citibank/Smith Barney/Citigroup 1987 - 2003
Drexel Burnham Lambert January 1985 - 1987
Skills
Capital Markets, MBS, Structured Products, Contract Negotiation, Fixed Income, Emerging Markets, Bloomberg, Hedge Funds, Trading, Bonds, Asset Management, Derivatives, Alternative Investments, ABS, Structured Finance, Investment Banking, Equities, Electronic Trading, Interest Rate..., Financial Markets, Credit Derivatives, Series 7, Valuation
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Finance
Rutgers College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Bloomberg Financial Services LP January 2011 - Present
Cantor Firtzgerald September 2008 - January 2011
JPMorgan March 2003 - May 2008
Citibank/Smith Barney/Citigroup 1987 - 2003
Drexel Burnham Lambert January 1985 - 1987
Skills
Capital Markets, MBS, Structured Products, Contract Negotiation, Fixed Income, Emerging Markets, Bloomberg, Hedge Funds, Trading, Bonds, Asset Management, Derivatives, Alternative Investments, ABS, Structured Finance, Investment Banking, Equities, Electronic Trading, Interest Rate..., Financial Markets, Credit Derivatives, Series 7, Valuation
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Finance
Rutgers College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Carl Sutter's JPMorgan Experience 2006 - 2009
Job A financial services professional with subject matter expertise within WSS, domestic and global Securities Markets.
Industry Financial Services
Experience
JPMorgan Chase April 2009 - Present
JPMorgan 2006 - 2009
JPMorgan Chase November 2004 - April 2006
Skills
Risk Management, Securities, Portfolio Management, Operations Management, Mutual Funds, Derivatives, Financial Services, Sales, Global Custody, Equities, Customer Service, Investments, Alternative Investments, Bloomberg, Fixed Income, Banking, Management, Account Reconciliation, Team Building, Relationship Management, Financial Analysis, Team Leadership, CRM, Employee Training, Hedge Funds, Options, Accounting, Asset Management, Corporate Actions, Insurance, Fund Accounting, Series 7, Middle Office, Bonds, Asset Allocation, Settlement, Back Office, Financial Markets, FX Options, Client Services, Securities Lending, Capital Markets, Cash Management, Prime Brokerage
Education
Fairleigh Dickinson University 1973 — 1979
MBS, Finance
JPMorgan Chase April 2009 - Present
JPMorgan 2006 - 2009
JPMorgan Chase November 2004 - April 2006
Skills
Risk Management, Securities, Portfolio Management, Operations Management, Mutual Funds, Derivatives, Financial Services, Sales, Global Custody, Equities, Customer Service, Investments, Alternative Investments, Bloomberg, Fixed Income, Banking, Management, Account Reconciliation, Team Building, Relationship Management, Financial Analysis, Team Leadership, CRM, Employee Training, Hedge Funds, Options, Accounting, Asset Management, Corporate Actions, Insurance, Fund Accounting, Series 7, Middle Office, Bonds, Asset Allocation, Settlement, Back Office, Financial Markets, FX Options, Client Services, Securities Lending, Capital Markets, Cash Management, Prime Brokerage
Education
Fairleigh Dickinson University 1973 — 1979
MBS, Finance
Thomas Fulciniti's JPMorgan Experience 2005 - 2006
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale March 2000 - Present
JPMorgan 2005 - 2006
Fuji Bank Ltd. 1993 - 2000
Skills
Fixed Income, Investment Banking, Derivatives, Capital Markets, Credit Derivatives, Equity Derivatives, Equities, Middle Office, Interest Rate..., Structured Products, FX Options, Trading, Swaps, Bloomberg, Trading Systems, Treasury, Market Risk, Funding, Risk Management, Financial Markets, Money Market, Structured Finance, Back Office, Banking, Securities
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance and Accounting
Pace University 1988 — 1992
BBA, Business Management
Societe Generale March 2000 - Present
JPMorgan 2005 - 2006
Fuji Bank Ltd. 1993 - 2000
Skills
Fixed Income, Investment Banking, Derivatives, Capital Markets, Credit Derivatives, Equity Derivatives, Equities, Middle Office, Interest Rate..., Structured Products, FX Options, Trading, Swaps, Bloomberg, Trading Systems, Treasury, Market Risk, Funding, Risk Management, Financial Markets, Money Market, Structured Finance, Back Office, Banking, Securities
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance and Accounting
Pace University 1988 — 1992
BBA, Business Management
David Emero's JPMorgan Experience 1997 - 2003
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2004 - Present
JPMorgan 1997 - 2003
Skills
Trading Systems, Equities, Investment Banking, Electronic Trading, Financial Markets, Fixed Income, Capital Markets, Equity Derivatives
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance and Management
Massachusetts Institute of Technology 1986 — 1990
BS, Materials Engineering
Goldman Sachs November 2004 - Present
JPMorgan 1997 - 2003
Skills
Trading Systems, Equities, Investment Banking, Electronic Trading, Financial Markets, Fixed Income, Capital Markets, Equity Derivatives
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance and Management
Massachusetts Institute of Technology 1986 — 1990
BS, Materials Engineering
Christian Bullaro's JPMorgan Experience September 2005 - September 2013
Job Head of Sales Collateral and Securities Finance Software Solutions, North America at SunGard
Industry Financial Services
Experience
SunGard November 2013 - Present
Garden Leave September 2013 - November 2013
JPMorgan September 2005 - September 2013
JPMorgan September 2004 - February 2011
BNY Mellon 1999 - 2005
Skills
Derivatives, Fixed Income, Collateral Management, Equities, Hedge Funds, Prime Brokerage, Investments, Securities, Bloomberg, Capital Markets, Relationship Management, Investment Banking, FX Options, Alternative Investments, Financial Markets, Middle Office, Equity Derivatives, Bonds, Options, Trading Systems
Education
Emory University
BA HIST, HIST
Hofstra University
MBA, Finance
SunGard November 2013 - Present
Garden Leave September 2013 - November 2013
JPMorgan September 2005 - September 2013
JPMorgan September 2004 - February 2011
BNY Mellon 1999 - 2005
Skills
Derivatives, Fixed Income, Collateral Management, Equities, Hedge Funds, Prime Brokerage, Investments, Securities, Bloomberg, Capital Markets, Relationship Management, Investment Banking, FX Options, Alternative Investments, Financial Markets, Middle Office, Equity Derivatives, Bonds, Options, Trading Systems
Education
Emory University
BA HIST, HIST
Hofstra University
MBA, Finance
Amelia Powers's JPMorgan Experience June 2006 - 2010
Job Consultant at AON Consulting
Industry Financial Services
Experience
Aon Consulting 2010 - Present
JPMorgan June 2006 - 2010
Education
Florida State University 2002 — 2006
Actuarial Science and Statistics
Aon Consulting 2010 - Present
JPMorgan June 2006 - 2010
Education
Florida State University 2002 — 2006
Actuarial Science and Statistics
Carolyn Belford's JPMorgan Experience March 2009 - January 2010
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - Present
JP Morgan Chase October 2009 - Present
JPMorgan March 2009 - January 2010
JPMorgan August 2005 - March 2009
JP Morgan August 2001 - August 2003
Merrill Lynch August 1999 - July 2000
JP Morgan 1995 - 2000
Skills
Structured Products, Derivatives, Trading Systems, Interest Rate..., Clearing, Operational Risk, Electronic Trading, SEF, Options, Credit Derivatives, Dodd-Frank, Risk Management, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Prime Brokerage
Education
Fordham University 1986 — 1990
BS, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Finance, General
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - Present
JP Morgan Chase October 2009 - Present
JPMorgan March 2009 - January 2010
JPMorgan August 2005 - March 2009
JP Morgan August 2001 - August 2003
Merrill Lynch August 1999 - July 2000
JP Morgan 1995 - 2000
Skills
Structured Products, Derivatives, Trading Systems, Interest Rate..., Clearing, Operational Risk, Electronic Trading, SEF, Options, Credit Derivatives, Dodd-Frank, Risk Management, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Prime Brokerage
Education
Fordham University 1986 — 1990
BS, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Finance, General
Dreama Gasaway's JPMorgan Experience January 2000 - April 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Texas Capital Bank January 2010 - September 2013
Executives In Action June 2009 - November 2009
JPMorgan January 2000 - April 2009
Bank of America March 1993 - January 1998
Dreama H. Gasaway ChFC 1991 - 1993
PricewaterhouseCoopers January 1990 - January 1991
The Phoenix Companies 1980 - 1990
Skills
Non-profits, Strategic Financial..., Wealth Management, Nonprofits, Financial Services, Mutual Funds, Finance, Philanthropy, Strategic Planning, Business Development, Management Consulting, Relationship Management, Business Analysis, Management, Insurance, Planned Giving, Fiduciary Services and..., Asset Management, Leadership, Securities, Financial Planning, Banking
Education
Excelsior College
Bachelor of Science, Business
Wells Fargo September 2013 - Present
Texas Capital Bank January 2010 - September 2013
Executives In Action June 2009 - November 2009
JPMorgan January 2000 - April 2009
Bank of America March 1993 - January 1998
Dreama H. Gasaway ChFC 1991 - 1993
PricewaterhouseCoopers January 1990 - January 1991
The Phoenix Companies 1980 - 1990
Skills
Non-profits, Strategic Financial..., Wealth Management, Nonprofits, Financial Services, Mutual Funds, Finance, Philanthropy, Strategic Planning, Business Development, Management Consulting, Relationship Management, Business Analysis, Management, Insurance, Planned Giving, Fiduciary Services and..., Asset Management, Leadership, Securities, Financial Planning, Banking
Education
Excelsior College
Bachelor of Science, Business
Alex Roever's JPMorgan Experience 2004 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan 2004 - Present
J.P. Morgan 2008 - 2011
Banc One Capital Markets 1996 - 2004
ING Investment Management 1990 - 1996
Education
Emory University - Goizueta Business School 1989 — 1991
MBA, Finance, Management
Vanderbilt University 1982 — 1986
BA, Economics, English
Georgia State University
MA, Economics
J.P. Morgan July 2013 - Present
JPMorgan 2004 - Present
J.P. Morgan 2008 - 2011
Banc One Capital Markets 1996 - 2004
ING Investment Management 1990 - 1996
Education
Emory University - Goizueta Business School 1989 — 1991
MBA, Finance, Management
Vanderbilt University 1982 — 1986
BA, Economics, English
Georgia State University
MA, Economics
Lillian Cortes's JPMorgan Experience 1985 - 2008
Job Compliance Officer
Industry Financial Services
Experience
JPMorgan 1985 - 2008
Education
Fordham University 1976 — 1980
BA, Urban Studies
JPMorgan 1985 - 2008
Education
Fordham University 1976 — 1980
BA, Urban Studies
Michael Alimento's JPMorgan Experience December 1996 - February 2009
Job Vice President/Secretary at Quality Merchant Services, Inc.
Industry Financial Services
Experience
Quality Merchant Services, Inc. February 2009 - Present
JPMorgan December 1996 - February 2009
Citibank 1980 - 1996
Citi 1980 - 1996
Skills
Loan Origination, Risk Management, Cold Calling, Refinance, Real Estate, Loans, Investments, Mortgage Lending, Leadership, Sales, Finance, Investment Properties, Underwriting, Residential Mortgages, Insurance, Banking, Sales Management, Credit Analysis, Financial Analysis, Credit
Education
Fairmont State University 1965 — 1965
high school 1962 — 1965
Quality Merchant Services, Inc. February 2009 - Present
JPMorgan December 1996 - February 2009
Citibank 1980 - 1996
Citi 1980 - 1996
Skills
Loan Origination, Risk Management, Cold Calling, Refinance, Real Estate, Loans, Investments, Mortgage Lending, Leadership, Sales, Finance, Investment Properties, Underwriting, Residential Mortgages, Insurance, Banking, Sales Management, Credit Analysis, Financial Analysis, Credit
Education
Fairmont State University 1965 — 1965
high school 1962 — 1965
Boris Shir's JPMorgan Experience November 2013 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan November 2013 - Present
Portigon AG (formerly known as WestLB AG) April 2004 - November 2013
UBS Investment Bank January 2000 - April 2004
PaineWebber September 1995 - January 2000
PaineWebber January 1992 - September 1995
Skills
Business Management, Strategic Planning, Project Management, Team Leadership and..., Change Management, Trading Room Operation, Project Finance, Market Risk, New Product Approval, New Deal Pipeline, Revenue, Expense and..., External and Internal..., Disaster Recovery, Operational Risk, Bilingual - Russian, Management, Banking, Trading, Capital Markets, Corporate Finance, Securities, Investment Banking, Structured Finance, Fixed Income, Hedge Funds, Bonds, Derivatives, Structured Products, Financial Structuring, Equities, Finance, Credit Derivatives, Interest Rate..., Risk Management
Education
Fairleigh Dickinson University 1986 — 1991
Bachelor of Science (B.S.), Finance, General
JPMorgan November 2013 - Present
Portigon AG (formerly known as WestLB AG) April 2004 - November 2013
UBS Investment Bank January 2000 - April 2004
PaineWebber September 1995 - January 2000
PaineWebber January 1992 - September 1995
Skills
Business Management, Strategic Planning, Project Management, Team Leadership and..., Change Management, Trading Room Operation, Project Finance, Market Risk, New Product Approval, New Deal Pipeline, Revenue, Expense and..., External and Internal..., Disaster Recovery, Operational Risk, Bilingual - Russian, Management, Banking, Trading, Capital Markets, Corporate Finance, Securities, Investment Banking, Structured Finance, Fixed Income, Hedge Funds, Bonds, Derivatives, Structured Products, Financial Structuring, Equities, Finance, Credit Derivatives, Interest Rate..., Risk Management
Education
Fairleigh Dickinson University 1986 — 1991
Bachelor of Science (B.S.), Finance, General
Brian Mascis's JPMorgan Experience July 2008 - February 2009
Job Managing Director at FirstKey
Industry Real Estate
Experience
FirstKey March 2014 - Present
First Key Lending October 2013 - Present
Macquarie Bank September 2010 - October 2013
Ruben Companies April 2009 - September 2010
JPMorgan July 2008 - February 2009
Bear Stearns December 2004 - July 2008
Westdeutsche ImmobilienBank March 2000 - November 2004
PricewaterhouseCoopers September 1997 - March 2000
Skills
Real Estate, Credit, Commercial Mortgages, CMBS, Acquisitions, Asset Management, Investments, Valuation, Capital Markets, Portfolio Management, Due Diligence, Financial Modeling, Real Estate Economics, Private Equity
Education
Fairfield University 1993 — 1997
BS, Finance
Bergen Catholic 1989 — 1993
FirstKey March 2014 - Present
First Key Lending October 2013 - Present
Macquarie Bank September 2010 - October 2013
Ruben Companies April 2009 - September 2010
JPMorgan July 2008 - February 2009
Bear Stearns December 2004 - July 2008
Westdeutsche ImmobilienBank March 2000 - November 2004
PricewaterhouseCoopers September 1997 - March 2000
Skills
Real Estate, Credit, Commercial Mortgages, CMBS, Acquisitions, Asset Management, Investments, Valuation, Capital Markets, Portfolio Management, Due Diligence, Financial Modeling, Real Estate Economics, Private Equity
Education
Fairfield University 1993 — 1997
BS, Finance
Bergen Catholic 1989 — 1993
Jeffrey Schmidt, CFA's JPMorgan Experience April 1992 - May 2009
Job Institutional Fixed Income Sales
Industry Capital Markets
Experience
Company XYZ May 2009 - Present
JPMorgan April 1992 - May 2009
Education
Northern Illinois University 1985 — 1987
MS, Finance
Eastern Illinois University 1982 — 1985
BS, Marketing
Company XYZ May 2009 - Present
JPMorgan April 1992 - May 2009
Education
Northern Illinois University 1985 — 1987
MS, Finance
Eastern Illinois University 1982 — 1985
BS, Marketing
Debra Avidon's JPMorgan Experience 2001 - 2008
Job at BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
JPMorgan Chase July 2009 - September 2010
JPMorgan Chase October 2004 - December 2008
JPMorgan 2001 - 2008
JPMorgan 2001 - 2008
JPMorgan Asset Management 2001 - 2008
JPMorgan Chase August 2001 - October 2004
Donaldson, Lufkin & Jenrette December 1993 - July 2001
Skills
Asset Management, CRM, Auditing, Analysis, Risk Assessment, Risk Management, Equities, Financial Risk, Internal Audit, Fund Administration, Operational Risk, Bonds, Hedge Funds, Mergers & Acquisitions, Business Continuity, Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Banking, Securities, Internal Controls, Financial Services, Investment Banking
Education
Emory University
B.B.A., Accounting
BlackRock September 2010 - Present
JPMorgan Chase July 2009 - September 2010
JPMorgan Chase October 2004 - December 2008
JPMorgan 2001 - 2008
JPMorgan 2001 - 2008
JPMorgan Asset Management 2001 - 2008
JPMorgan Chase August 2001 - October 2004
Donaldson, Lufkin & Jenrette December 1993 - July 2001
Skills
Asset Management, CRM, Auditing, Analysis, Risk Assessment, Risk Management, Equities, Financial Risk, Internal Audit, Fund Administration, Operational Risk, Bonds, Hedge Funds, Mergers & Acquisitions, Business Continuity, Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Banking, Securities, Internal Controls, Financial Services, Investment Banking
Education
Emory University
B.B.A., Accounting
Joseph Progar's JPMorgan Experience 2000 - 2006
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2007 - Present
JPMorgan 2000 - 2006
Skills
Banking, Financial Services
Education
Penn State University 1973 — 1977
BA
Duquesne University
MBA
Wells Fargo Bank August 2007 - Present
JPMorgan 2000 - 2006
Skills
Banking, Financial Services
Education
Penn State University 1973 — 1977
BA
Duquesne University
MBA
Nicolas Victoir's JPMorgan Experience 2005 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2005 - Present
JPMorgan 2005 - Present
Education
Oxford University 2001 — 2004
PhD, Mathematics
Cambridge University 1999 — 2000
Master, Mathematics
Ecole normale supérieure 1997 — 1999
Mathematics
JP Morgan 2005 - Present
JPMorgan 2005 - Present
Education
Oxford University 2001 — 2004
PhD, Mathematics
Cambridge University 1999 — 2000
Master, Mathematics
Ecole normale supérieure 1997 — 1999
Mathematics
Diane Montague's JPMorgan Experience 1983 - 1996
Job Chief Investment Officer, Train Babcock Advisors
Industry Investment Management
Experience
Train Babcock Advisors 2007 - Present
Lehman Brothers, Neuberger Berman Division 2003 - 2006
Lipper & Co 2000 - 2002
Fiduciary Trust Co International 1996 - 2000
JPMorgan 1983 - 1996
Education
New York Law School 1979 — 1983
J.D.
Elmira College 1971 — 1975
B.A., Magna Cum Laude
Train Babcock Advisors 2007 - Present
Lehman Brothers, Neuberger Berman Division 2003 - 2006
Lipper & Co 2000 - 2002
Fiduciary Trust Co International 1996 - 2000
JPMorgan 1983 - 1996
Education
New York Law School 1979 — 1983
J.D.
Elmira College 1971 — 1975
B.A., Magna Cum Laude
Benjamin Fornecker's JPMorgan Experience June 2005 - July 2009
Job Trading Assistant at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2010 - Present
PIMCO July 2009 - August 2010
JPMorgan June 2005 - July 2009
Education
Fordham University 2005 — 2009
JPMorgan Chase September 2010 - Present
PIMCO July 2009 - August 2010
JPMorgan June 2005 - July 2009
Education
Fordham University 2005 — 2009
Joyce Del Villar's JPMorgan Experience 2001 - 2012
Job Correctional Officer at Florida Department of Corrections
Industry Banking
Experience
Florida Department of Corrections 2013 - Present
Volusia County Department of Corrections September 2012 - March 2013
Snackhealthy 2010 - 2012
JPMorgan 2001 - 2012
American Express Corporate Travel June 2000 - November 2001
Education
Florida Metropolitan University 2006 — 2008
MSCJ, Criminal Justice
Florida Metropolitan University 2006 — 2008
Master of Science (MS), Criminal Justice and Corrections
Florida Metropolitan University 2004 — 2005
MBA
University of South Florida 1994 — 1999
BA
Florida Department of Corrections 2013 - Present
Volusia County Department of Corrections September 2012 - March 2013
Snackhealthy 2010 - 2012
JPMorgan 2001 - 2012
American Express Corporate Travel June 2000 - November 2001
Education
Florida Metropolitan University 2006 — 2008
MSCJ, Criminal Justice
Florida Metropolitan University 2006 — 2008
Master of Science (MS), Criminal Justice and Corrections
Florida Metropolitan University 2004 — 2005
MBA
University of South Florida 1994 — 1999
BA
Troy Koerner's JPMorgan Experience October 1997 - November 2000
Job Director, Counterparty Credit Risk at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2009 - Present
Pepco Energy Services June 2007 - June 2009
E*Trade 2002 - 2007
Lehman Brothers November 2000 - April 2002
JPMorgan October 1997 - November 2000
JPMorgan 1997 - 2000
Skills
Credit, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Derivatives, Fixed Income, Valuation, Trading, Hedge Funds, Financial Risk, Finance, Investments, Financial Services, Banking, Equity Research, Corporate Finance, Securities, Analysis, Asset Management, Bloomberg
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
BS, Finance
E*TRADE Financial June 2009 - Present
Pepco Energy Services June 2007 - June 2009
E*Trade 2002 - 2007
Lehman Brothers November 2000 - April 2002
JPMorgan October 1997 - November 2000
JPMorgan 1997 - 2000
Skills
Credit, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Derivatives, Fixed Income, Valuation, Trading, Hedge Funds, Financial Risk, Finance, Investments, Financial Services, Banking, Equity Research, Corporate Finance, Securities, Analysis, Asset Management, Bloomberg
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
BS, Finance
Arnau Porto's JPMorgan Experience July 2005 - September 2005
Job Co Founder / Portfolio Manager at Blueport Capital
Industry Investment Management
Experience
Blueport Capital May 2015 - Present
Viking Global Investors June 2011 - March 2015
The Blackstone Group September 2007 - June 2010
The Boston Consulting Group July 2006 - September 2006
JPMorgan July 2005 - September 2005
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2007
Master Thesis, Underwater Communications
Universitat Politècnica de Catalunya 2002 — 2006
Electrical Engineer, Electrical and Telecommunications
ESADE Business & Law School 2001 — 2006
Business Bachelor and Master, Business. Finance
UCLA Anderson School of Management 2005 — 2005
MBA Exchange, MBA Exchange 2nd Year
Blueport Capital May 2015 - Present
Viking Global Investors June 2011 - March 2015
The Blackstone Group September 2007 - June 2010
The Boston Consulting Group July 2006 - September 2006
JPMorgan July 2005 - September 2005
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2007
Master Thesis, Underwater Communications
Universitat Politècnica de Catalunya 2002 — 2006
Electrical Engineer, Electrical and Telecommunications
ESADE Business & Law School 2001 — 2006
Business Bachelor and Master, Business. Finance
UCLA Anderson School of Management 2005 — 2005
MBA Exchange, MBA Exchange 2nd Year
Joan Pitera's JPMorgan Experience September 1999 - April 2013
Job Private Banker
Industry Banking
Experience
Comerica Bank May 2015 - Present
mBank April 2013 - May 2015
JPMorgan September 1999 - April 2013
Skills
Finance, Loans, Investments, Portfolio Management, Wealth Management, Credit, Banking, Commercial Lending, Financial Analysis
Education
Eastern Michigan University 1997 — 1999
Masters of Business Administration, Business
Eastern Michigan University 1990 — 1996
Bachelor's in Business Adminstration, Accounting
Comerica Bank May 2015 - Present
mBank April 2013 - May 2015
JPMorgan September 1999 - April 2013
Skills
Finance, Loans, Investments, Portfolio Management, Wealth Management, Credit, Banking, Commercial Lending, Financial Analysis
Education
Eastern Michigan University 1997 — 1999
Masters of Business Administration, Business
Eastern Michigan University 1990 — 1996
Bachelor's in Business Adminstration, Accounting
Laura Sweitzer's JPMorgan Experience May 2009 - August 2009
Job Director of Business Development at ThirdWave Insights, LLC
Industry Information Technology and Services
Experience
ThirdWave Insights, LLC February 2015 - Present
JPMorgan Chase January 2013 - February 2015
JPMorgan Chase & Co. September 2011 - January 2013
JP Morgan July 2010 - August 2011
Elon University August 2006 - July 2010
JPMorgan May 2009 - August 2009
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Business Analysis, Visio, Financial Modeling, Process Improvement, Risk Management, Project Management, Financial Analysis, Finance, Bloomberg, Microsoft SQL Server, Microsoft Word, Management
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Finance
Elon University
ThirdWave Insights, LLC February 2015 - Present
JPMorgan Chase January 2013 - February 2015
JPMorgan Chase & Co. September 2011 - January 2013
JP Morgan July 2010 - August 2011
Elon University August 2006 - July 2010
JPMorgan May 2009 - August 2009
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Business Analysis, Visio, Financial Modeling, Process Improvement, Risk Management, Project Management, Financial Analysis, Finance, Bloomberg, Microsoft SQL Server, Microsoft Word, Management
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Finance
Elon University
Adam Frapart's JPMorgan Experience July 2007 - July 2009
Job Vice President, Leveraged Capital Markets
Industry Investment Banking
Experience
RBS Global Banking & Markets August 2009 - Present
JPMorgan July 2007 - July 2009
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
RBS Global Banking & Markets August 2009 - Present
JPMorgan July 2007 - July 2009
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
J. Burke McHugh's JPMorgan Experience 2008 - 2009
Job Consultant at Kramer Levin Naftalis & Frankel LLP
Industry Legal Services
Experience
Kramer Levin Naftalis & Frankel LLP August 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2007 - 2009
Skadden Arps 1999 - 2007
NatWest Markets 1997 - 1999
Securities Industry Assoc. 1991 - 1997
Skills
Microsoft Excel, Litigation, Accounting, Legal Research, Microsoft Office, Business Analysis, Policy, Risk Management
Education
Fordham University 1991 — 1996
BA, History
Kramer Levin Naftalis & Frankel LLP August 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2007 - 2009
Skadden Arps 1999 - 2007
NatWest Markets 1997 - 1999
Securities Industry Assoc. 1991 - 1997
Skills
Microsoft Excel, Litigation, Accounting, Legal Research, Microsoft Office, Business Analysis, Policy, Risk Management
Education
Fordham University 1991 — 1996
BA, History
Blanca Lumpuy's JPMorgan Experience January 1986 - May 2009
Job Banking Professional
Industry Banking
Experience
JPMorgan January 1986 - May 2009
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Management
Fairleigh Dickinson University 2001 — 2006
Bachelor of Science, Management
Fairleigh Dickinson University 2001 — 2006
Bachelor of Science, Mangement
JPMorgan January 1986 - May 2009
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Management
Fairleigh Dickinson University 2001 — 2006
Bachelor of Science, Management
Fairleigh Dickinson University 2001 — 2006
Bachelor of Science, Mangement
Pamela Hendrickson's JPMorgan Experience August 1984 - February 2006
Job Chief Operating Officer at The Riverside Company
Industry Financial Services
Experience
The Riverside Company February 2006 - Present
Duke University 2012 - 2013
JPMorgan August 1984 - February 2006
Skills
Private Equity
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, FInance/Marketing
Duke University 1978 — 1982
AB, Public Policy/History
The Riverside Company February 2006 - Present
Duke University 2012 - 2013
JPMorgan August 1984 - February 2006
Skills
Private Equity
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, FInance/Marketing
Duke University 1978 — 1982
AB, Public Policy/History
David Berg's JPMorgan Experience 2007 - 2007
Job Investment Mangement at Infinity Real Estate Group
Industry Real Estate
Experience
Infinity Real Estate Group September 2011 - Present
Mermelstein Development May 2009 - May 2010
RBC Capital Markets July 2008 - July 2009
JPMorgan 2007 - 2007
Skills
Valuation, Investments, Financial Modeling, Securitization, Commercial Real Estate, Due Diligence, Real Estate, Investment Banking, CMBS, Acquisitions, Loans, Private Equity, Mergers & Acquisitions
Education
Emory University 2004 — 2008
BBA, Finance and Real Estate
Infinity Real Estate Group September 2011 - Present
Mermelstein Development May 2009 - May 2010
RBC Capital Markets July 2008 - July 2009
JPMorgan 2007 - 2007
Skills
Valuation, Investments, Financial Modeling, Securitization, Commercial Real Estate, Due Diligence, Real Estate, Investment Banking, CMBS, Acquisitions, Loans, Private Equity, Mergers & Acquisitions
Education
Emory University 2004 — 2008
BBA, Finance and Real Estate
Carolyn Zaletsky's JPMorgan Experience Financial Reporting ManagerLone Pine Capital Llc2009 - Present
Job Financial Reporting Manager at Lone Pine Capital Llc
Industry Investment Banking
Experience
JPMorgan Financial Reporting ManagerLone Pine Capital Llc2009 - Present
Skills
Financial Analysis, Due Diligence, Financial Accounting, Financial Reporting, Hedge Funds, Internal Controls, Corporate Finance, Accounting, US GAAP, Asset Management, Strategic Financial..., Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Alternative Investments
Education
Fordham University 1986 — 1990
JPMorgan Financial Reporting ManagerLone Pine Capital Llc2009 - Present
Skills
Financial Analysis, Due Diligence, Financial Accounting, Financial Reporting, Hedge Funds, Internal Controls, Corporate Finance, Accounting, US GAAP, Asset Management, Strategic Financial..., Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Alternative Investments
Education
Fordham University 1986 — 1990
Usha Rao's JPMorgan Experience October 2009 - April 2011
Job Project Manager Process Management at Prudential Financial
Industry Insurance
Experience
Prudential Financial June 2012 - Present
Prudential Insurance May 2011 - December 2011
JPMorgan October 2009 - April 2011
PA Department of Revenue April 2005 - August 2009
Skills
Business Process, Process Improvement, Business Process Design, Enterprise Architecture, Six Sigma, Business Process..., Project Management, Business Process..., Management, Process Management, Enterprise Software, Analysis, CRM, Business Analysis, Business Process..., Business Process Mapping, Business Transformation, Business Architecture, SDLC, Requirements Gathering, Software Documentation
Education
Elizabethtown College
BS, Business Administration
Shippensburg University of Pennsylvania
MBA, Business Management
Prudential Financial June 2012 - Present
Prudential Insurance May 2011 - December 2011
JPMorgan October 2009 - April 2011
PA Department of Revenue April 2005 - August 2009
Skills
Business Process, Process Improvement, Business Process Design, Enterprise Architecture, Six Sigma, Business Process..., Project Management, Business Process..., Management, Process Management, Enterprise Software, Analysis, CRM, Business Analysis, Business Process..., Business Process Mapping, Business Transformation, Business Architecture, SDLC, Requirements Gathering, Software Documentation
Education
Elizabethtown College
BS, Business Administration
Shippensburg University of Pennsylvania
MBA, Business Management
Jack Kershaw's JPMorgan Experience March 2008 - Present
Job Vice President, Futures & Options Sales and Trading at JPMorgan
Industry Investment Banking
Experience
JPMorgan March 2008 - Present
Dresdner Kleinwort 2005 - 2007
Banc of America Securities June 2004 - August 2004
Skills
Hedge Funds, Commodity Markets, Fixed Income, Global Macro, Options, Futures, Electronic Trading, Bloomberg, Equities, Derivatives, Trading Systems, Equity Derivatives, FX Options, Foreign Exchange, Prime Brokerage
Education
Fairfield University 2001 — 2005
BA, English
Loyola School 1997 — 2001
JPMorgan March 2008 - Present
Dresdner Kleinwort 2005 - 2007
Banc of America Securities June 2004 - August 2004
Skills
Hedge Funds, Commodity Markets, Fixed Income, Global Macro, Options, Futures, Electronic Trading, Bloomberg, Equities, Derivatives, Trading Systems, Equity Derivatives, FX Options, Foreign Exchange, Prime Brokerage
Education
Fairfield University 2001 — 2005
BA, English
Loyola School 1997 — 2001
Jason Spear's JPMorgan Experience July 2007 - July 2012
Job
Industry Financial Services
Experience
Axiom International Investors, LLC June 2012 - January 2014
JPMorgan July 2007 - July 2012
Bear Stearns July 2007 - October 2007
Skills
Prime Brokerage, Hedge Funds, Series 7, Alternative Investments, Asset Management, Portfolio Management, Fund Of Funds, Financial Markets, Asset Allocation, Valuation, Capital Markets, Trading Systems, Options, Bloomberg Terminal, Private Equity, Derivatives, Investor Relations, Electronic Trading, Fixed Income, Wealth Management, Bonds, Series 63, Credit Derivatives, Investments, Structured Products, Equity Trading, FX Options, Trading, Bloomberg, Investment Banking, Equities, Financial Services, Mutual Funds, Investment Management, Middle Office, Investment Strategies, Financial Modeling, Market Risk
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Finance
Fairfield Prep
Axiom International Investors, LLC June 2012 - January 2014
JPMorgan July 2007 - July 2012
Bear Stearns July 2007 - October 2007
Skills
Prime Brokerage, Hedge Funds, Series 7, Alternative Investments, Asset Management, Portfolio Management, Fund Of Funds, Financial Markets, Asset Allocation, Valuation, Capital Markets, Trading Systems, Options, Bloomberg Terminal, Private Equity, Derivatives, Investor Relations, Electronic Trading, Fixed Income, Wealth Management, Bonds, Series 63, Credit Derivatives, Investments, Structured Products, Equity Trading, FX Options, Trading, Bloomberg, Investment Banking, Equities, Financial Services, Mutual Funds, Investment Management, Middle Office, Investment Strategies, Financial Modeling, Market Risk
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Finance
Fairfield Prep
Geoffrey Geffken's JPMorgan Experience 2003 - May 2015
Job Retired, Koi Master
Industry Banking
Experience
JPMC VPJPMorgan Chase2003 - Present
JP Morgan Chase 2003 - Present
JPMorganChase 2000 - Present
KOI Master June 2015 - June 2015
JPMorgan 2003 - May 2015
American International Group 2000 - 2002
Citibank 1979 - 2000
Citigroup 1979 - 2000
Skills
Financial Services, Requirements Gathering, Portfolio Management, Banking, Financial Analysis, Business Analysis, Mergers & Acquisitions, Start-ups, PMO, Risk Management, Vendor Management, Leadership, Management Consulting, Project Management, Management, Process Improvement, Relationship Management, Business Development
Education
Fairleigh Dickinson University 1972 — 1973
MBA, Marketing
Gettysburg College 1968 — 1972
BA, Maj:Bus Admin;concentration in Mathematics
JPMC VPJPMorgan Chase2003 - Present
JP Morgan Chase 2003 - Present
JPMorganChase 2000 - Present
KOI Master June 2015 - June 2015
JPMorgan 2003 - May 2015
American International Group 2000 - 2002
Citibank 1979 - 2000
Citigroup 1979 - 2000
Skills
Financial Services, Requirements Gathering, Portfolio Management, Banking, Financial Analysis, Business Analysis, Mergers & Acquisitions, Start-ups, PMO, Risk Management, Vendor Management, Leadership, Management Consulting, Project Management, Management, Process Improvement, Relationship Management, Business Development
Education
Fairleigh Dickinson University 1972 — 1973
MBA, Marketing
Gettysburg College 1968 — 1972
BA, Maj:Bus Admin;concentration in Mathematics
Nikki Appel's JPMorgan Experience February 2000 - Present
Job Managing Director & Associate General Counsel at JPMorgan
Industry Financial Services
Experience
JPMorgan February 2000 - Present
Education
Duke University
BA and JD
phillips academy
JPMorgan February 2000 - Present
Education
Duke University
BA and JD
phillips academy
Eric Pelletier's JPMorgan Experience 2005 - 2008
Job Managing Director at Modern Bank, N.A.
Industry Banking
Experience
Modern Bank, N.A. 2011 - Present
JPMorgan 2005 - 2008
HVB Unicredit 2000 - 2003
Bank of Hawaii April 1998 - December 1999
Mizuho Bank 1995 - 1998
Swiss Bank Corporation 1991 - 1993
Skills
Portfolio Management, Private Equity, Due Diligence, Structuring, Client Coverage, Origination, Restructuring, Risk Management, Loan Origination, Investment Banking, Management, Leveraged Finance, Capital Markets, Credit, Syndications, Valuation, Credit Analysis, AML, Loans, Fixed Income, Finance, Financial Modeling, Structured Finance, Corporate Finance, Credit Risk, Banking
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Fordham University - Graduate School of Business Administration
Advanced Graduate Program, Taxation & Accounting
Providence College
B.A., Economics
Modern Bank, N.A. 2011 - Present
JPMorgan 2005 - 2008
HVB Unicredit 2000 - 2003
Bank of Hawaii April 1998 - December 1999
Mizuho Bank 1995 - 1998
Swiss Bank Corporation 1991 - 1993
Skills
Portfolio Management, Private Equity, Due Diligence, Structuring, Client Coverage, Origination, Restructuring, Risk Management, Loan Origination, Investment Banking, Management, Leveraged Finance, Capital Markets, Credit, Syndications, Valuation, Credit Analysis, AML, Loans, Fixed Income, Finance, Financial Modeling, Structured Finance, Corporate Finance, Credit Risk, Banking
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Fordham University - Graduate School of Business Administration
Advanced Graduate Program, Taxation & Accounting
Providence College
B.A., Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS