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
Kristi Arredondo Kristi Arredondo's JPMorgan Experience April 2010 - June 2014
Job Supervisory Manager at J.P. Morgan Securities LLC
Industry Banking
Experience
J.P. Morgan Securities LLC May 2015 - Present
J.P. Morgan July 2014 - April 2015
JPMorgan April 2010 - June 2014
J.P. Morgan November 2007 - April 2010
Ace Mortgage Funding June 2006 - October 2007
TXL Mortgage Corporation June 2004 - May 2006
Education
Gonzaga University 2011 — 2014
Master's Degree, Organizational Leadership
Texas A&M University - Mays Business School 2000 — 2004
Bachelor of Science, Marketing with a Certificate in International Business
Midway High School 1996 — 2000
J.P. Morgan Securities LLC May 2015 - Present
J.P. Morgan July 2014 - April 2015
JPMorgan April 2010 - June 2014
J.P. Morgan November 2007 - April 2010
Ace Mortgage Funding June 2006 - October 2007
TXL Mortgage Corporation June 2004 - May 2006
Education
Gonzaga University 2011 — 2014
Master's Degree, Organizational Leadership
Texas A&M University - Mays Business School 2000 — 2004
Bachelor of Science, Marketing with a Certificate in International Business
Midway High School 1996 — 2000
Mark Van Ostenbridge Mark Van Ostenbridge's JPMorgan Experience 2009 - February 2015
Job VP Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Bart Howe Bart Howe's JPMorgan Experience 2007 - 2009
Job Senior Vice President at Caris Life Sciences
Industry Biotechnology
Experience
Caris Life Sciences March 2014 - Present
Ubiquitous Energy, Inc. 2011 - 2014
JPMorgan 2007 - 2009
SPREAD Program May 2007 - August 2007
Goldman Sachs June 2006 - August 2006
US Department of the Treasury June 2005 - August 2005
Skills
Energy, Entrepreneurship, Investments, Financial Modeling, Valuation
Education
Harvard Business School 2009 — 2011
Master, Business Administration
Texas A&M University 2003 — 2007
Caris Life Sciences March 2014 - Present
Ubiquitous Energy, Inc. 2011 - 2014
JPMorgan 2007 - 2009
SPREAD Program May 2007 - August 2007
Goldman Sachs June 2006 - August 2006
US Department of the Treasury June 2005 - August 2005
Skills
Energy, Entrepreneurship, Investments, Financial Modeling, Valuation
Education
Harvard Business School 2009 — 2011
Master, Business Administration
Texas A&M University 2003 — 2007
Elsa Sze Elsa Sze's JPMorgan Experience June 2006 - August 2006
Job Founder & CEO at Agora
Industry Civic & Social Organization
Experience
Agora June 2014 - Present
Harvard University August 2011 - May 2014
McKinsey & Company October 2009 - July 2011
International Monetary Fund September 2008 - September 2009
Goldman Sachs June 2007 - August 2007
JPMorgan June 2006 - August 2006
UBS Wealth Management 2005 - 2005
Skills
Politics, Economics, Public Policy, Policy Analysis, International..., International Relations, Research, Management Consulting, Fundraising, Strategy, Government, Leadership, Qualitative Research, Policy, Economic Development, Team Building, Public Speaking, Entrepreneurship, Financial Modeling
Education
Harvard Business School 2012 — 2014
MBA (2014)
Harvard Kennedy School of Government 2011 — 2014
MPP (2014)
The University of Chicago 2004 — 2008
BA, Economics, Political Science
Agora June 2014 - Present
Harvard University August 2011 - May 2014
McKinsey & Company October 2009 - July 2011
International Monetary Fund September 2008 - September 2009
Goldman Sachs June 2007 - August 2007
JPMorgan June 2006 - August 2006
UBS Wealth Management 2005 - 2005
Skills
Politics, Economics, Public Policy, Policy Analysis, International..., International Relations, Research, Management Consulting, Fundraising, Strategy, Government, Leadership, Qualitative Research, Policy, Economic Development, Team Building, Public Speaking, Entrepreneurship, Financial Modeling
Education
Harvard Business School 2012 — 2014
MBA (2014)
Harvard Kennedy School of Government 2011 — 2014
MPP (2014)
The University of Chicago 2004 — 2008
BA, Economics, Political Science
Ather Williams III's JPMorgan Experience August 2009 - September 2011
Job Managing Director, Head of Global Transaction Services at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2011 - Present
JPMorgan August 2009 - September 2011
JPMorgan Chase May 2008 - August 2009
JP Morgan January 2005 - May 2008
JPMorgan Chase August 2002 - February 2004
Manugistics February 2002 - June 2003
OPi Software June 2000 - September 2001
Walt Disney World June 1999 - June 2000
First Manhattan Consulting Group August 1994 - July 1997
Skills
Strategic Planning, Cash Management, Financial Services, Finance, Liquidity Management, Financial Modeling, Management, Strategy, Business Strategy, Payments, Leadership, FX Options, Treasury Management, Investment Banking, Analysis, Relationship Management, Risk Management, Business Development, Credit, Analytics, Product Management, Investments, Mergers & Acquisitions, Managerial Finance, Commercial Banking, Retail Banking, Treasury, Portfolio Management, Securities, Capital Markets, Financial Institutions, Banking, Trade Finance, Credit Cards, Corporate Finance, Valuation, Financial Markets, Emerging Markets, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
Harvard College 1988 — 1992
AB
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2011 - Present
JPMorgan August 2009 - September 2011
JPMorgan Chase May 2008 - August 2009
JP Morgan January 2005 - May 2008
JPMorgan Chase August 2002 - February 2004
Manugistics February 2002 - June 2003
OPi Software June 2000 - September 2001
Walt Disney World June 1999 - June 2000
First Manhattan Consulting Group August 1994 - July 1997
Skills
Strategic Planning, Cash Management, Financial Services, Finance, Liquidity Management, Financial Modeling, Management, Strategy, Business Strategy, Payments, Leadership, FX Options, Treasury Management, Investment Banking, Analysis, Relationship Management, Risk Management, Business Development, Credit, Analytics, Product Management, Investments, Mergers & Acquisitions, Managerial Finance, Commercial Banking, Retail Banking, Treasury, Portfolio Management, Securities, Capital Markets, Financial Institutions, Banking, Trade Finance, Credit Cards, Corporate Finance, Valuation, Financial Markets, Emerging Markets, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
Harvard College 1988 — 1992
AB
Samantha Ernst Samantha Ernst's JPMorgan Experience July 2007 - June 2008
Job Associate Merchant Skincare/Hair at SEPHORA
Industry Retail
Experience
SEPHORA August 2013 - Present
Harvard Business School September 2011 - June 2013
Lilly Pulitzer June 2012 - August 2012
ANN INC. March 2010 - August 2011
ANN INC. March 2009 - March 2010
Theory July 2008 - December 2008
JPMorgan July 2007 - June 2008
Skills
Market Research, Management, Business Development, Strategy, Retail, Financial Modeling, Merchandising, Fashion, Data Analysis, Competitive Analysis, Microsoft Office, Financial Analysis, Research, Sales, Product Development, Business Strategy, Marketing Strategy, Marketing, Entrepreneurship
Education
Harvard Business School 2011 — 2013
MBA
Wellesley College 2003 — 2007
Bachelor of Arts (B.A.), Economics, Women's Studies
SEPHORA August 2013 - Present
Harvard Business School September 2011 - June 2013
Lilly Pulitzer June 2012 - August 2012
ANN INC. March 2010 - August 2011
ANN INC. March 2009 - March 2010
Theory July 2008 - December 2008
JPMorgan July 2007 - June 2008
Skills
Market Research, Management, Business Development, Strategy, Retail, Financial Modeling, Merchandising, Fashion, Data Analysis, Competitive Analysis, Microsoft Office, Financial Analysis, Research, Sales, Product Development, Business Strategy, Marketing Strategy, Marketing, Entrepreneurship
Education
Harvard Business School 2011 — 2013
MBA
Wellesley College 2003 — 2007
Bachelor of Arts (B.A.), Economics, Women's Studies
Elizabeth Myers Elizabeth Myers's JPMorgan Experience September 1997 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan September 1997 - Present
McKinsey & Company June 1996 - August 1996
J.P. Morgan October 1992 - July 1995
Education
Harvard Business School 1995 — 1997
MBA
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
JPMorgan September 1997 - Present
McKinsey & Company June 1996 - August 1996
J.P. Morgan October 1992 - July 1995
Education
Harvard Business School 1995 — 1997
MBA
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
Patrick Michael Petrossian's JPMorgan Experience December 2008 - August 2012
Job Technician at iRobot
Industry Electrical/Electronic Manufacturing
Experience
iRobot February 2011 - Present
JPMorgan December 2008 - August 2012
Foot Locker December 2006 - July 2009
Skills
Organizational..., Solidworks, Soldering, Printed Circuit Board..., Customer Service, Microsoft Office, Interaction, Power Tools, Cash Handling Experience, Creative Writing, Prototype Modification, Patience, Building Relationships, Money Management, Banking, CAD, Leadership, Microsoft Excel, Sales, Team Leadership, Time Management
Education
Glendale Community College 2012 — 2013
Electrical and Electronics Engineering
Pasadena City College 2008 — 2011
Engineering
iRobot February 2011 - Present
JPMorgan December 2008 - August 2012
Foot Locker December 2006 - July 2009
Skills
Organizational..., Solidworks, Soldering, Printed Circuit Board..., Customer Service, Microsoft Office, Interaction, Power Tools, Cash Handling Experience, Creative Writing, Prototype Modification, Patience, Building Relationships, Money Management, Banking, CAD, Leadership, Microsoft Excel, Sales, Team Leadership, Time Management
Education
Glendale Community College 2012 — 2013
Electrical and Electronics Engineering
Pasadena City College 2008 — 2011
Engineering
Carey Miller Carey Miller's JPMorgan Experience May 1999 - April 2005
Job Recruiting Coordinator at Safelite AutoGlass
Industry Human Resources
Experience
Safelite AutoGlass December 2013 - January 2014
Safelite AutoGlass September 2013 - November 2013
Quantum Health November 2010 - May 2013
Quantum Health June 2010 - November 2010
Quantum Heath February 2009 - June 2010
JPMorgan Asset Management September 2007 - October 2008
JPMorgan Chase April 2005 - September 2007
JPMorgan May 1999 - April 2005
JPMorgan January 1999 - May 1999
Skills
Management, Project Management, Process Improvement, Strategic Planning, Public Speaking, Insurance, Recruiting, Training, Leadership, Customer Service, Healthcare, Team Building, Policy, Human Resources, Program Management, Interviews, Event Planning, Onboarding, Benefits Administration, Fundraising, Time Management, New Hire Orientations, Customer Satisfaction, Employee Benefits
Education
Franklin University 2000 — 2002
MBA, Business Administration
The Ohio State University
Bachelor of Arts (B.A.), Psychology
Safelite AutoGlass December 2013 - January 2014
Safelite AutoGlass September 2013 - November 2013
Quantum Health November 2010 - May 2013
Quantum Health June 2010 - November 2010
Quantum Heath February 2009 - June 2010
JPMorgan Asset Management September 2007 - October 2008
JPMorgan Chase April 2005 - September 2007
JPMorgan May 1999 - April 2005
JPMorgan January 1999 - May 1999
Skills
Management, Project Management, Process Improvement, Strategic Planning, Public Speaking, Insurance, Recruiting, Training, Leadership, Customer Service, Healthcare, Team Building, Policy, Human Resources, Program Management, Interviews, Event Planning, Onboarding, Benefits Administration, Fundraising, Time Management, New Hire Orientations, Customer Satisfaction, Employee Benefits
Education
Franklin University 2000 — 2002
MBA, Business Administration
The Ohio State University
Bachelor of Arts (B.A.), Psychology
Dina (Wong) Collins, CFP Dina (Wong) Collins, CFP's JPMorgan Experience April 2001 - August 2003
Job Institutional Sales at JPMorgan Securities
Industry Financial Services
Experience
JP Morgan Chase December 2009 - Present
Janus Capital Group September 2003 - December 2009
JPMORGAN April 2001 - August 2003
Paiz Public Relations January 2001 - April 2001
Franklin Templeton Investments December 1996 - December 2000
Franklin Templeton Investments June 1997 - August 1998
Franklin Templeton Investments December 1996 - June 1997
Franklin Templeton Investments February 1995 - December 1996
Skills
Series 7, Securities, Series 63, Fixed Income, Investments, Mutual Funds, Sales
Education
Golden Gate University 2002 — 2004
Graduate Certificate, Financial Planning
University of California, Davis 1987 — 1992
BS, Dietetics
JP Morgan Chase December 2009 - Present
Janus Capital Group September 2003 - December 2009
JPMORGAN April 2001 - August 2003
Paiz Public Relations January 2001 - April 2001
Franklin Templeton Investments December 1996 - December 2000
Franklin Templeton Investments June 1997 - August 1998
Franklin Templeton Investments December 1996 - June 1997
Franklin Templeton Investments February 1995 - December 1996
Skills
Series 7, Securities, Series 63, Fixed Income, Investments, Mutual Funds, Sales
Education
Golden Gate University 2002 — 2004
Graduate Certificate, Financial Planning
University of California, Davis 1987 — 1992
BS, Dietetics
Melody Koh's JPMorgan Experience June 2005 - August 2005
Job Director of Product Management at Blue Apron
Industry Internet
Experience
Blue Apron June 2015 - Present
Blue Apron February 2014 - June 2015
Fab.com July 2013 - February 2014
WineMe/FirstCrush (DreamIt Ventures NYC '12) October 2011 - November 2012
Time Warner Investments August 2009 - August 2011
Evercore Partners July 2007 - July 2009
Morgan Stanley June 2007 - August 2007
JPMorgan June 2005 - August 2005
Skills
Venture Capital, Digital Media, Early Stage Companies, Valuation, Internet, Financial Analysis, Corporate Finance, Start-ups, Investments, Entrepreneurship, Product Development, Entrepreneur, Social Media, Product Management, E-commerce, Wine, Customer Acquisition, Digital Marketing, Wireframes, Offline Marketing, Business Development, Strategic Partnerships, SQL, Market Research, Mobile Devices, Product Marketing, Online Advertising, Marketing Strategy, Mobile Applications, Social Media Marketing, Due Diligence, User Experience, Marketing, Corporate Development, Competitive Analysis, Social Networking, Digital Strategy, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA with Distinction, Entrepreneurship, Technology, Graduated with Distinction (top 15% in both years)
University of Virginia 2003 — 2007
BS in Commerce, with Distinction, Finance, Accounting, Economics, Cumulative GPA: 3.9
Taipei Municipal First Girls' Senior High School 2000 — 2003
High School Diploma
Blue Apron June 2015 - Present
Blue Apron February 2014 - June 2015
Fab.com July 2013 - February 2014
WineMe/FirstCrush (DreamIt Ventures NYC '12) October 2011 - November 2012
Time Warner Investments August 2009 - August 2011
Evercore Partners July 2007 - July 2009
Morgan Stanley June 2007 - August 2007
JPMorgan June 2005 - August 2005
Skills
Venture Capital, Digital Media, Early Stage Companies, Valuation, Internet, Financial Analysis, Corporate Finance, Start-ups, Investments, Entrepreneurship, Product Development, Entrepreneur, Social Media, Product Management, E-commerce, Wine, Customer Acquisition, Digital Marketing, Wireframes, Offline Marketing, Business Development, Strategic Partnerships, SQL, Market Research, Mobile Devices, Product Marketing, Online Advertising, Marketing Strategy, Mobile Applications, Social Media Marketing, Due Diligence, User Experience, Marketing, Corporate Development, Competitive Analysis, Social Networking, Digital Strategy, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA with Distinction, Entrepreneurship, Technology, Graduated with Distinction (top 15% in both years)
University of Virginia 2003 — 2007
BS in Commerce, with Distinction, Finance, Accounting, Economics, Cumulative GPA: 3.9
Taipei Municipal First Girls' Senior High School 2000 — 2003
High School Diploma
Stirling Cox Stirling Cox's JPMorgan Experience 2004 - 2005
Job Managing Director, AlphaSights Inc.
Industry Financial Services
Experience
AlphaSights June 2010 - Present
Harvard Business School 2009 - 2011
Bain & Company March 2007 - August 2009
JPMorgan Cazenove 2005 - 2006
British Petroleum March 2005 - July 2005
JPMorgan 2004 - 2005
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Economics, Emerging Markets, Corporate Finance, Financial Analysis, Business Strategy, Management Consulting, Investment Banking, LBO, Equities, Investments, Mergers, Entrepreneurship, Venture Capital, Business Analysis, Asset Managment, Strategy, Management, Mergers & Acquisitions, Restructuring, Business Valuation, Asset Management, Strategic Planning, Hedge Funds, Competitive Analysis, Start-ups
Education
Harvard Business School
MBA
London School of Economics and Political Science
BSc
AlphaSights June 2010 - Present
Harvard Business School 2009 - 2011
Bain & Company March 2007 - August 2009
JPMorgan Cazenove 2005 - 2006
British Petroleum March 2005 - July 2005
JPMorgan 2004 - 2005
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Economics, Emerging Markets, Corporate Finance, Financial Analysis, Business Strategy, Management Consulting, Investment Banking, LBO, Equities, Investments, Mergers, Entrepreneurship, Venture Capital, Business Analysis, Asset Managment, Strategy, Management, Mergers & Acquisitions, Restructuring, Business Valuation, Asset Management, Strategic Planning, Hedge Funds, Competitive Analysis, Start-ups
Education
Harvard Business School
MBA
London School of Economics and Political Science
BSc
Umar Malik Umar Malik's JPMorgan Experience July 1999 - July 2002
Job VP Portfolio Structuring and Trading
Industry Investment Management
Experience
Crestline Investors October 2009 - Present
Northwater Capital Management Inc. May 2005 - September 2009
RBC Capital Markets May 2004 - August 2004
JPMorgan July 1999 - July 2002
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Valuation, Financial Modeling, Private Equity, Asset Managment, Securities, Portfolio Management, Venture Capital, Due Diligence, Investments, Alternative Investments, Financial Analysis, Equity Research, Equities, Fixed Income, Risk Management, Bloomberg, Asset Management, Asset Allocation, Trading
Education
University of Toronto - Rotman 2003 — 2005
MBA, Finance, Strategy
Franklin & Marshall College 1996 — 1999
BA, Economics, Finance, Math, 3.85
Crestline Investors October 2009 - Present
Northwater Capital Management Inc. May 2005 - September 2009
RBC Capital Markets May 2004 - August 2004
JPMorgan July 1999 - July 2002
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Valuation, Financial Modeling, Private Equity, Asset Managment, Securities, Portfolio Management, Venture Capital, Due Diligence, Investments, Alternative Investments, Financial Analysis, Equity Research, Equities, Fixed Income, Risk Management, Bloomberg, Asset Management, Asset Allocation, Trading
Education
University of Toronto - Rotman 2003 — 2005
MBA, Finance, Strategy
Franklin & Marshall College 1996 — 1999
BA, Economics, Finance, Math, 3.85
Sparsh Agarwal's JPMorgan Experience July 2008 - December 2008
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
DocEngage June 2014 - August 2014
Bing.com (Microsoft) April 2012 - April 2014
Microsoft Office October 2010 - April 2012
Bausch & Lomb March 2010 - June 2010
Microsoft Office May 2009 - July 2009
JPMorgan July 2008 - December 2008
Skills
Problem Solving, Test Automation, C#, Software Development, Software Project..., Teamwork, Public Speaking, User Experience, User Interface Design, Java, User Research, Search, Agile Project Management, Local Search, Social Search, Automation, Software Engineering, Algorithms, Programming, Agile Methodologies, Usability Testing, Strategy, Mobile Devices, C, Mobile Applications
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Washington 2011 — 2012
Graduate Certificate, User Centered Design
Nanyang Technological University 2006 — 2010
B.Eng, Computer Science
London School of Economics and Political Science 2009 — 2009
Summer Exchange, International Politics
Delhi Public School, Vasant Kunj 2004 — 2006
India Standard 12
St. George's College, Mussoorie 1998 — 2004
India Standard 10
DocEngage June 2014 - August 2014
Bing.com (Microsoft) April 2012 - April 2014
Microsoft Office October 2010 - April 2012
Bausch & Lomb March 2010 - June 2010
Microsoft Office May 2009 - July 2009
JPMorgan July 2008 - December 2008
Skills
Problem Solving, Test Automation, C#, Software Development, Software Project..., Teamwork, Public Speaking, User Experience, User Interface Design, Java, User Research, Search, Agile Project Management, Local Search, Social Search, Automation, Software Engineering, Algorithms, Programming, Agile Methodologies, Usability Testing, Strategy, Mobile Devices, C, Mobile Applications
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Washington 2011 — 2012
Graduate Certificate, User Centered Design
Nanyang Technological University 2006 — 2010
B.Eng, Computer Science
London School of Economics and Political Science 2009 — 2009
Summer Exchange, International Politics
Delhi Public School, Vasant Kunj 2004 — 2006
India Standard 12
St. George's College, Mussoorie 1998 — 2004
India Standard 10
Danielle (Paquette) Hamann Danielle (Paquette) Hamann's JPMorgan Experience June 2008 - June 2010
Job Director of Sales and Marketing at trueEX Group LLC
Industry Investment Banking
Experience
trueEX Group LLC March 2014 - Present
Credit Suisse June 2010 - February 2014
JPMorgan June 2008 - June 2010
Bear Stearns March 2005 - June 2008
MortgageIT 2001 - 2004
Skills
Series 3, Fixed Income, Derivatives, Bonds, MBS, Rates, Series 7, Series 63, Interest Rate..., Capital Markets, Trading, Hedge Funds, FINRA, Portfolio Management, Settlement, Hedging, Interest Rates
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
BS, Business Administration
Grenoble Ecole de Management - Grenoble Graduate School of Business 2000 — 2000
Certificate in International Business
trueEX Group LLC March 2014 - Present
Credit Suisse June 2010 - February 2014
JPMorgan June 2008 - June 2010
Bear Stearns March 2005 - June 2008
MortgageIT 2001 - 2004
Skills
Series 3, Fixed Income, Derivatives, Bonds, MBS, Rates, Series 7, Series 63, Interest Rate..., Capital Markets, Trading, Hedge Funds, FINRA, Portfolio Management, Settlement, Hedging, Interest Rates
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
BS, Business Administration
Grenoble Ecole de Management - Grenoble Graduate School of Business 2000 — 2000
Certificate in International Business
Ben Bono's JPMorgan Experience 2005 - 2007
Job VP, Product Strategy at Kin Community
Industry Online Media
Experience
Kin Community July 2015 - Present
KIN Community March 2015 - June 2015
KIN Community January 2014 - February 2015
KIN Community 2011 - 2013
Kin Community 2010 - 2011
Roll Global 2007 - 2009
JPMorgan 2005 - 2007
Skills
Online Video, Audience Development, Online Marketing, Online Advertising, Client Communication, New Media Strategy, Model Building, Business Development, Financial Analysis, Financial Modeling, Product Development, Advertising Operations, Budget Analysis, SEM, New Media Marketing, Budgets, Scenario Analysis, Digital Media, Web Video
Education
Georgetown University
BSBA, Finance & International Business
University of California, Los Angeles - The Anderson School of Management
MBA, New Media, Digital Entertainment, and Strategy
Kin Community July 2015 - Present
KIN Community March 2015 - June 2015
KIN Community January 2014 - February 2015
KIN Community 2011 - 2013
Kin Community 2010 - 2011
Roll Global 2007 - 2009
JPMorgan 2005 - 2007
Skills
Online Video, Audience Development, Online Marketing, Online Advertising, Client Communication, New Media Strategy, Model Building, Business Development, Financial Analysis, Financial Modeling, Product Development, Advertising Operations, Budget Analysis, SEM, New Media Marketing, Budgets, Scenario Analysis, Digital Media, Web Video
Education
Georgetown University
BSBA, Finance & International Business
University of California, Los Angeles - The Anderson School of Management
MBA, New Media, Digital Entertainment, and Strategy
Marianne Zychal Marianne Zychal's JPMorgan Experience 2003 - 2007
Job Creator of everydaydivascelebrations.com
Industry Financial Services
Experience
everydaydivascelebrations.com August 2012 - Present
JPMorgan Retirement Plan Services July 2007 - August 2012
JPMorgan 2003 - 2007
JP Morgan/BrownCo 2001 - 2006
JPMorgan Chase 1991 - 2003
Skills
Series 7, Securities, Series 24, Series 63, Mutual Funds, Investments, Series 65, Equities, Asset Managment, FINRA, Retirement, Asset Management, Pensions, Fixed Income, Risk Management, Asset Allocation
Education
Fordham University School of Law 1982 — 1985
JD
Villanova University 1978 — 1982
BS, Finance
everydaydivascelebrations.com August 2012 - Present
JPMorgan Retirement Plan Services July 2007 - August 2012
JPMorgan 2003 - 2007
JP Morgan/BrownCo 2001 - 2006
JPMorgan Chase 1991 - 2003
Skills
Series 7, Securities, Series 24, Series 63, Mutual Funds, Investments, Series 65, Equities, Asset Managment, FINRA, Retirement, Asset Management, Pensions, Fixed Income, Risk Management, Asset Allocation
Education
Fordham University School of Law 1982 — 1985
JD
Villanova University 1978 — 1982
BS, Finance
Natalie Garcia Natalie Garcia's JPMorgan Experience November 2006 - June 2009
Job Vice President at Deerpath Capital Management, LP
Industry Financial Services
Experience
Deerpath Capital Management, LP July 2015 - Present
Baptist Health South Florida located in Miami, Florida May 2013 - June 2015
Palladium Equity Partners August 2011 - April 2013
Macquarie Bank June 2010 - August 2010
Macquarie Bank 2010 - 2010
JPMorgan November 2006 - June 2009
J.P. Morgan 2004 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investments, LBO, Due Diligence, Emerging Markets, Corporate Development, Business Strategy, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
Georgetown University 2000 — 2004
BS, Finance and International Business
Ransom Everglades
Deerpath Capital Management, LP July 2015 - Present
Baptist Health South Florida located in Miami, Florida May 2013 - June 2015
Palladium Equity Partners August 2011 - April 2013
Macquarie Bank June 2010 - August 2010
Macquarie Bank 2010 - 2010
JPMorgan November 2006 - June 2009
J.P. Morgan 2004 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investments, LBO, Due Diligence, Emerging Markets, Corporate Development, Business Strategy, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
Georgetown University 2000 — 2004
BS, Finance and International Business
Ransom Everglades
Daniel Rudewicz, CFA Daniel Rudewicz, CFA's JPMorgan Experience February 2008 - May 2008
Job Managing Member at Furlong Financial
Industry Financial Services
Experience
Furlong Financial June 2008 - Present
JPMorgan February 2008 - May 2008
Raymond James Financial June 2005 - February 2008
Skills
Options, Investments, Due Diligence, Portfolio Management, Alternative Investments, Asset Management, Investment Banking, Asset Managment, Risk Management, Equities, Financial Analysis, Management, Hedge Funds, Corporate Finance, Value Investing, Financial Modeling, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Georgetown University Law Center 2011 — 2015
JD, Law, Magna Cum Laude
University of Florida 2001 — 2005
Economics, Cum Laude
Furlong Financial June 2008 - Present
JPMorgan February 2008 - May 2008
Raymond James Financial June 2005 - February 2008
Skills
Options, Investments, Due Diligence, Portfolio Management, Alternative Investments, Asset Management, Investment Banking, Asset Managment, Risk Management, Equities, Financial Analysis, Management, Hedge Funds, Corporate Finance, Value Investing, Financial Modeling, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Georgetown University Law Center 2011 — 2015
JD, Law, Magna Cum Laude
University of Florida 2001 — 2005
Economics, Cum Laude
Grant Quasha's JPMorgan Experience June 2008 - April 2012
Job Chief Commercial Officer at Bowie Resource Partners
Industry Mining & Metals
Experience
Bowie Resource Partners June 2014 - Present
Bowie Resource Partners September 2013 - May 2014
Trafigura April 2012 - September 2013
JPMorgan June 2008 - April 2012
Quadrant Management March 2007 - May 2007
Poten Capital Services March 2005 - March 2007
Poten & Partners April 2003 - March 2005
Skills
Private Equity, Investment Banking, Energy, Oil, Due Diligence, Valuation, Equities, Financial Analysis, Mergers, Financial Modeling, Series 7, Corporate Finance, Fixed Income, Excel, Mergers & Acquisitions, Petroleum, Commodity, Emerging Markets, Microsoft Excel, Capital Markets, Derivatives, Investments, Trading, Finance, Financial Services, Hedge Funds, Joint Ventures, Structured Finance, Venture Capital, Financial Structuring, Mutual Funds
Education
Harvard Business School 2007 — 2009
MBA with Distinction
Harvard University 1998 — 2002
AB Cum Laude, Government
Deerfield Academy 1995 — 1998
Buckley School 1985 — 1995
Bowie Resource Partners June 2014 - Present
Bowie Resource Partners September 2013 - May 2014
Trafigura April 2012 - September 2013
JPMorgan June 2008 - April 2012
Quadrant Management March 2007 - May 2007
Poten Capital Services March 2005 - March 2007
Poten & Partners April 2003 - March 2005
Skills
Private Equity, Investment Banking, Energy, Oil, Due Diligence, Valuation, Equities, Financial Analysis, Mergers, Financial Modeling, Series 7, Corporate Finance, Fixed Income, Excel, Mergers & Acquisitions, Petroleum, Commodity, Emerging Markets, Microsoft Excel, Capital Markets, Derivatives, Investments, Trading, Finance, Financial Services, Hedge Funds, Joint Ventures, Structured Finance, Venture Capital, Financial Structuring, Mutual Funds
Education
Harvard Business School 2007 — 2009
MBA with Distinction
Harvard University 1998 — 2002
AB Cum Laude, Government
Deerfield Academy 1995 — 1998
Buckley School 1985 — 1995
Kevin Heins Kevin Heins's JPMorgan Experience June 2008 - August 2011
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
JPMorgan June 2008 - August 2011
Chase June 2006 - May 2008
Franklin Credit Management 2002 - 2005
Education
Furman University
J.P. Morgan September 2011 - Present
JPMorgan June 2008 - August 2011
Chase June 2006 - May 2008
Franklin Credit Management 2002 - 2005
Education
Furman University
Baemen Vertovez Baemen Vertovez's JPMorgan Experience August 2007 - July 2009
Job Manager at PwC
Industry Financial Services
Experience
PwC August 2011 - Present
PricewaterhouseCoopers June 2010 - August 2010
JPMorgan August 2007 - July 2009
JPMorgan August 2006 - August 2007
Sidoti & Company, LLC July 2004 - July 2006
SIDOTI & COMPANY LLC July 2004 - July 2006
Skills
Fixed Income, Finance, Risk Management, Economics, Relationship Management, Consulting, Analysis, Market Research, Strategy, Accounting, Project Management, Sales, Executive Management, Workshop Facilitation, Operations Management, Swaps, Process Engineering, Customer Service, Data Migration, Market Planning
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2009 — 2011
Master, Business Administration
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Consulting
Williams College 2000 — 2004
BA, Economics
Williams College 2000 — 2004
Bachelor of Arts, Economics
TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE 2003 — 2003
Business Bridge Program
PwC August 2011 - Present
PricewaterhouseCoopers June 2010 - August 2010
JPMorgan August 2007 - July 2009
JPMorgan August 2006 - August 2007
Sidoti & Company, LLC July 2004 - July 2006
SIDOTI & COMPANY LLC July 2004 - July 2006
Skills
Fixed Income, Finance, Risk Management, Economics, Relationship Management, Consulting, Analysis, Market Research, Strategy, Accounting, Project Management, Sales, Executive Management, Workshop Facilitation, Operations Management, Swaps, Process Engineering, Customer Service, Data Migration, Market Planning
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2009 — 2011
Master, Business Administration
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Consulting
Williams College 2000 — 2004
BA, Economics
Williams College 2000 — 2004
Bachelor of Arts, Economics
TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE 2003 — 2003
Business Bridge Program
Justin Reed Justin Reed's JPMorgan Experience July 2005 - July 2008
Job Senior Associate at Princeton University Investment Company
Industry Financial Services
Experience
Princeton University Investment Company (PRINCO) August 2011 - Present
JPMorgan July 2005 - July 2008
Education
Harvard Business School 2008 — 2011
MBA
Harvard University Kennedy School of Government 2008 — 2011
MPP
Princeton University 2001 — 2005
AB, International & Public Affairs, Woodrow Wilson School
Princeton University Investment Company (PRINCO) August 2011 - Present
JPMorgan July 2005 - July 2008
Education
Harvard Business School 2008 — 2011
MBA
Harvard University Kennedy School of Government 2008 — 2011
MPP
Princeton University 2001 — 2005
AB, International & Public Affairs, Woodrow Wilson School
Rich Diodato Rich Diodato's JPMorgan Experience August 2006 - Present
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan August 2006 - Present
JPMorganChase 1997 - August 2006
J.P. Morgan January 1993 - February 1997
J.P. Morgan September 1991 - December 1992
J.P. Morgan August 1989 - September 1991
PNC August 1988 - August 1989
Bank of Delaware May 1985 - July 1988
First Union May 1984 - May 1985
Skills
Accounting, Finance, Business Requirements, Requirements Gathering, Functional..., Financial Accounting, Software Requirements, System Requirements, Functional Design
Education
Guilford College 1980 — 1984
BS, Accounting
JPMorgan August 2006 - Present
JPMorganChase 1997 - August 2006
J.P. Morgan January 1993 - February 1997
J.P. Morgan September 1991 - December 1992
J.P. Morgan August 1989 - September 1991
PNC August 1988 - August 1989
Bank of Delaware May 1985 - July 1988
First Union May 1984 - May 1985
Skills
Accounting, Finance, Business Requirements, Requirements Gathering, Functional..., Financial Accounting, Software Requirements, System Requirements, Functional Design
Education
Guilford College 1980 — 1984
BS, Accounting
Graig Suvannavejh, PhD Graig Suvannavejh, PhD's JPMorgan Experience July 2000 - July 2001
Job
Industry Financial Services
Experience
Biogen Idec September 2014 - Present
MLV & Co. March 2013 - July 2014
Jefferies & Company November 2009 - August 2012
Axon Healthcare Partners February 2009 - November 2009
UBS Investment Bank April 2004 - May 2008
CIBC World Markets August 2001 - March 2004
JPMorgan July 2000 - July 2001
Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis
Education
Northwestern University 1994 — 2000
PhD
Georgetown University 1992 — 1993
MS
Georgetown University 1988 — 1992
BS
Biogen Idec September 2014 - Present
MLV & Co. March 2013 - July 2014
Jefferies & Company November 2009 - August 2012
Axon Healthcare Partners February 2009 - November 2009
UBS Investment Bank April 2004 - May 2008
CIBC World Markets August 2001 - March 2004
JPMorgan July 2000 - July 2001
Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis
Education
Northwestern University 1994 — 2000
PhD
Georgetown University 1992 — 1993
MS
Georgetown University 1988 — 1992
BS
Kassi Ann Kesner Kassi Ann Kesner's JPMorgan Experience January 2006 - January 2007
Job Senior Director and Management Consultant
Industry Computer Software
Experience
SDG Corporation October 2013 - Present
Hitachi January 2007 - September 2013
JPMorgan January 2006 - January 2007
EMC / Accenture January 2005 - January 2006
AT&T Enterprise Hosting September 1999 - January 2005
AT&T October 1983 - August 1999
Department of Energy - Solar Energy Research Institute (S.E.R.I.) May 1982 - August 1983
Skills
Strategic Partnerships, Strategy Development, New Business Development, Strategic Planning, Cross-functional Team..., Cloud Computing, Virtualization, IT Strategy, Outsourcing, Telecommunications, Storage, Security, Business Planning, Product Strategy, Product Development, Go-to-market Strategy, Solution Selling, Alliances, Consultative Selling, Team Building, Vendor Management, Product Management, Managed Services, Channel, Professional Services, Business Continuity, Product Marketing, IT Service Management, Data Center, Sales Management, Team Leadership, Call Center, Executive Management, Integration, IT Management, IT Outsourcing, Business Strategy, Business Management, Disaster Recovery, Consultancy, Vendor Relations, Network Security, Business Analysis, Process Improvement, P&L Management, VoIP, Pre-sales, Channel Management, Business Alliances, Strategy
Education
Grove City College 1979 — 1983
B.S. in Engineering, Engineering, Mathematics
University of Colorado Denver 1982 — 1983
Credits toward MBA, Operations Research
SDG Corporation October 2013 - Present
Hitachi January 2007 - September 2013
JPMorgan January 2006 - January 2007
EMC / Accenture January 2005 - January 2006
AT&T Enterprise Hosting September 1999 - January 2005
AT&T October 1983 - August 1999
Department of Energy - Solar Energy Research Institute (S.E.R.I.) May 1982 - August 1983
Skills
Strategic Partnerships, Strategy Development, New Business Development, Strategic Planning, Cross-functional Team..., Cloud Computing, Virtualization, IT Strategy, Outsourcing, Telecommunications, Storage, Security, Business Planning, Product Strategy, Product Development, Go-to-market Strategy, Solution Selling, Alliances, Consultative Selling, Team Building, Vendor Management, Product Management, Managed Services, Channel, Professional Services, Business Continuity, Product Marketing, IT Service Management, Data Center, Sales Management, Team Leadership, Call Center, Executive Management, Integration, IT Management, IT Outsourcing, Business Strategy, Business Management, Disaster Recovery, Consultancy, Vendor Relations, Network Security, Business Analysis, Process Improvement, P&L Management, VoIP, Pre-sales, Channel Management, Business Alliances, Strategy
Education
Grove City College 1979 — 1983
B.S. in Engineering, Engineering, Mathematics
University of Colorado Denver 1982 — 1983
Credits toward MBA, Operations Research
Ariel Avila's JPMorgan Experience August 2009 - June 2012
Job Custom Operations Manager at Trunk Club
Industry Retail
Experience
Trunk Club May 2015 - Present
Sears Holdings Corporation August 2014 - May 2015
MBAs Across America June 2014 - July 2014
JPMorgan August 2009 - June 2012
JPMorgan July 2007 - July 2009
Skills
Financial Modeling, Corporate Finance, Equity Research, Business Strategy, Report Writing, Accounting, Market Analysis, Client Education, Mentoring, Finance, Valuation, Strategy, Investments, Management, Mergers & Acquisitions, Financial Analysis, Due Diligence
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Trunk Club May 2015 - Present
Sears Holdings Corporation August 2014 - May 2015
MBAs Across America June 2014 - July 2014
JPMorgan August 2009 - June 2012
JPMorgan July 2007 - July 2009
Skills
Financial Modeling, Corporate Finance, Equity Research, Business Strategy, Report Writing, Accounting, Market Analysis, Client Education, Mentoring, Finance, Valuation, Strategy, Investments, Management, Mergers & Acquisitions, Financial Analysis, Due Diligence
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Mark Woods's JPMorgan Experience July 2007 - July 2008
Job Private Equity Professional at Chartwell Investments
Industry Venture Capital & Private Equity
Experience
Chartwell Investments August 2008 - Present
JPMorgan July 2007 - July 2008
TAQA May 2006 - August 2006
Procter & Gamble July 2000 - June 2005
Skills
Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Management, Forecasting, Finance, Portfolio Management, Business Process..., Equities, Financial Structuring, Mergers, Strategic Planning, Strategy, Acquisition Integration, Business Strategy, Competitive Analysis, Corporate Development, Analysis, Middle Market, Leveraged Finance, Debt & Equity Capital..., Recapitalizations, Post-Merger Integration, Cross-border M&A, Pensions, Treasury Management, Budget Management, Investor Relations
Education
Harvard Business School 2005 — 2007
Master in Business Administration
Miami University 1996 — 2000
B.S., Finance, Human Resources Management
Chartwell Investments August 2008 - Present
JPMorgan July 2007 - July 2008
TAQA May 2006 - August 2006
Procter & Gamble July 2000 - June 2005
Skills
Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Management, Forecasting, Finance, Portfolio Management, Business Process..., Equities, Financial Structuring, Mergers, Strategic Planning, Strategy, Acquisition Integration, Business Strategy, Competitive Analysis, Corporate Development, Analysis, Middle Market, Leveraged Finance, Debt & Equity Capital..., Recapitalizations, Post-Merger Integration, Cross-border M&A, Pensions, Treasury Management, Budget Management, Investor Relations
Education
Harvard Business School 2005 — 2007
Master in Business Administration
Miami University 1996 — 2000
B.S., Finance, Human Resources Management
Armand Mignot Armand Mignot's JPMorgan Experience June 2009 - August 2009
Job Corporate Development Intern at Equinix
Industry Venture Capital & Private Equity
Experience
Equinix June 2015 - August 2015
BV Investment Partners July 2012 - May 2015
J.P. Morgan June 2010 - July 2012
MIT Office of Admissions 2007 - 2010
JPMorgan June 2009 - August 2009
FUMEC June 2008 - August 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Private Equity, Due Diligence, Alternative Investments, DCF, Corporate Finance, Corporate Development
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2006 — 2010
Management Science, Finance
Equinix June 2015 - August 2015
BV Investment Partners July 2012 - May 2015
J.P. Morgan June 2010 - July 2012
MIT Office of Admissions 2007 - 2010
JPMorgan June 2009 - August 2009
FUMEC June 2008 - August 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Private Equity, Due Diligence, Alternative Investments, DCF, Corporate Finance, Corporate Development
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2006 — 2010
Management Science, Finance
Scott Bundgaard Scott Bundgaard's JPMorgan Experience April 2006 - December 2007
Job Founder & CEO, ProcureNetworks.com
Industry Internet
Experience
ProcureNetworks.com January 2012 - Present
Arizona State Senate January 2011 - January 2012
The Joe Foss Institute November 2009 - October 2011
SchoolSupplyStore January 2008 - October 2009
JPMorgan April 2006 - December 2007
Retail Brokers, Inc. June 2005 - May 2006
Pierson Capital January 2003 - June 2005
Arizona State Senate January 1997 - January 2003
Morgan Stanley January 1997 - January 2002
Arizona House of Representatives January 1995 - January 1996
Skills
Management, Real Estate, Business Intelligence, Government Procurement, Marketing Strategy, Media Relations, Negotiation, Lobbying, Marketing Communications, Consulting, Social Media Marketing, Relationship Management, Entrepreneurship, Private Equity, Contract Negotiation, Business Strategy, Team Leadership, Strategic Planning, Visionary Thinking, Public Speaking, Government, Policy, Joint Ventures, Leadership, Financial Services, Non-profits, Business Development, Social Media, Team Building, Business Planning, Strategic Partnerships, Strategy, Finance, Strategic Consulting, New Business Development, Management Consulting, Leadership Development, International Business, Executive Management, Program Management, Financial Analysis, Digital Marketing, Marketing, Corporate Branding, Due Diligence, Government Relations, Investments, Nonprofits, Analysis, Public Policy
Education
Thunderbird School of Global Management 2003 — 2005
MBA
Grand Canyon University 1986 — 1990
BS
ProcureNetworks.com January 2012 - Present
Arizona State Senate January 2011 - January 2012
The Joe Foss Institute November 2009 - October 2011
SchoolSupplyStore January 2008 - October 2009
JPMorgan April 2006 - December 2007
Retail Brokers, Inc. June 2005 - May 2006
Pierson Capital January 2003 - June 2005
Arizona State Senate January 1997 - January 2003
Morgan Stanley January 1997 - January 2002
Arizona House of Representatives January 1995 - January 1996
Skills
Management, Real Estate, Business Intelligence, Government Procurement, Marketing Strategy, Media Relations, Negotiation, Lobbying, Marketing Communications, Consulting, Social Media Marketing, Relationship Management, Entrepreneurship, Private Equity, Contract Negotiation, Business Strategy, Team Leadership, Strategic Planning, Visionary Thinking, Public Speaking, Government, Policy, Joint Ventures, Leadership, Financial Services, Non-profits, Business Development, Social Media, Team Building, Business Planning, Strategic Partnerships, Strategy, Finance, Strategic Consulting, New Business Development, Management Consulting, Leadership Development, International Business, Executive Management, Program Management, Financial Analysis, Digital Marketing, Marketing, Corporate Branding, Due Diligence, Government Relations, Investments, Nonprofits, Analysis, Public Policy
Education
Thunderbird School of Global Management 2003 — 2005
MBA
Grand Canyon University 1986 — 1990
BS
Jessica (Bloomgarden) Muse Jessica (Bloomgarden) Muse's JPMorgan Experience 2007 - 2008
Job Director, Strategic Development at Bankrate
Industry Internet
Experience
Bankrate, Inc. April 2014 - Present
AfterSteps 2011 - Present
21 Ventures 2008 - 2010
JPMorgan 2007 - 2008
SolarCity 2007 - 2007
Education
Harvard Business School 2010 — 2012
MBA
Stanford University
Bankrate, Inc. April 2014 - Present
AfterSteps 2011 - Present
21 Ventures 2008 - 2010
JPMorgan 2007 - 2008
SolarCity 2007 - 2007
Education
Harvard Business School 2010 — 2012
MBA
Stanford University
Kate Schmidlin's JPMorgan Experience July 2007 - June 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2013 - Present
Goldman Sachs June 2009 - Present
JPMorgan July 2007 - June 2009
Education
Gettysburg College 2003 — 2007
BA, Major in Business Managment, Minor in French
The Pingry School 1999 — 2003
Highschool
Goldman Sachs December 2013 - Present
Goldman Sachs June 2009 - Present
JPMorgan July 2007 - June 2009
Education
Gettysburg College 2003 — 2007
BA, Major in Business Managment, Minor in French
The Pingry School 1999 — 2003
Highschool
Jordan Yaruss Jordan Yaruss's JPMorgan Experience 1999 - 2001
Job AS in Biomedical Engineering Technology
Industry Biotechnology
Experience
Danbury Hospital June 2014 - Present
PowerPoint Services 2005 - 2014
JPMorgan Chase 2002 - 2005
Bear Stearns 2001 - 2002
JPMorgan 1999 - 2001
City Parks Foundation 1996 - 1998
Skills
PowerPoint, Photoshop, Illustrator, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Graphs, Adobe Acrobat, Graphic Design, Adobe Creative Suite, Marketing, Budgets, InDesign, Advertising, Online Marketing, Dreamweaver, Logic Pro, Social Media Marketing, Photography, Web Design, Social Networking, Marketing Strategy, Mac, Excel, Word, Animation, Marketing Communications, Online Advertising, Multisim, NI LabVIEW, Electronics, Biomedical Engineering, Biomedical Devices, Biomedical Electronics, Troubleshooting, Technical Support, Healthcare Information..., Information Technology
Education
Gateway Community College 2012 — 2014
Associate of Science (AS), Biomedical Technology/Technician, Electronics Technician Certificate, 3.96
Institute of Audio Research 1999 — 2000
Audio Recording and Production, 4.0
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology, 3.93
Danbury Hospital June 2014 - Present
PowerPoint Services 2005 - 2014
JPMorgan Chase 2002 - 2005
Bear Stearns 2001 - 2002
JPMorgan 1999 - 2001
City Parks Foundation 1996 - 1998
Skills
PowerPoint, Photoshop, Illustrator, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Graphs, Adobe Acrobat, Graphic Design, Adobe Creative Suite, Marketing, Budgets, InDesign, Advertising, Online Marketing, Dreamweaver, Logic Pro, Social Media Marketing, Photography, Web Design, Social Networking, Marketing Strategy, Mac, Excel, Word, Animation, Marketing Communications, Online Advertising, Multisim, NI LabVIEW, Electronics, Biomedical Engineering, Biomedical Devices, Biomedical Electronics, Troubleshooting, Technical Support, Healthcare Information..., Information Technology
Education
Gateway Community College 2012 — 2014
Associate of Science (AS), Biomedical Technology/Technician, Electronics Technician Certificate, 3.96
Institute of Audio Research 1999 — 2000
Audio Recording and Production, 4.0
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology, 3.93
Tim Nollen Tim Nollen's JPMorgan Experience 2008 - July 2009
Job Senior Media Analyst at Macquarie Bank
Industry Financial Services
Experience
Macquarie Bank July 2009 - Present
JPMorgan 2008 - July 2009
Bear Stearns International 2006 - 2008
Bear Stearns & Co. 2001 - 2006
Skills
Financial Modeling, Financial Services, Corporations, Equities, Equity Research, Valuation, Investment Banking, Hedge Funds, Capital Markets, Private Equity, Investments, Portfolio Management, Corporate Finance, Emerging Markets, Bloomberg, Asset Managment, Fixed Income, Equity Valuation, Financial Analysis, Alternative Investments, Financial Markets, Analysis, Derivatives, Securities, Mergers & Acquisitions, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Georgetown University 1988 — 1992
BA, Philosophy
Woodrow Wilson high school 1985 — 1988
Macquarie Bank July 2009 - Present
JPMorgan 2008 - July 2009
Bear Stearns International 2006 - 2008
Bear Stearns & Co. 2001 - 2006
Skills
Financial Modeling, Financial Services, Corporations, Equities, Equity Research, Valuation, Investment Banking, Hedge Funds, Capital Markets, Private Equity, Investments, Portfolio Management, Corporate Finance, Emerging Markets, Bloomberg, Asset Managment, Fixed Income, Equity Valuation, Financial Analysis, Alternative Investments, Financial Markets, Analysis, Derivatives, Securities, Mergers & Acquisitions, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Georgetown University 1988 — 1992
BA, Philosophy
Woodrow Wilson high school 1985 — 1988
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
Pamela McNutt Pamela McNutt's JPMorgan Experience August 2000 - May 2007
Job Enjoying learning something new and working for a private company, Sarnova treats it's employees very well!
Industry Health, Wellness and Fitness
Experience
Sarnova, Dublin,OH October 2012 - Present
Advent Christian General Conference 1999 - 2014
Consumer Credit Counseling Service September 2009 - April 2012
Belron March 2009 - September 2009
JPMorgan Chase 2007 - 2008
JPMorgan August 2000 - May 2007
Skills
Process Improvement, Electronic Banking, Operations Research, Account Reconciliation, Filing, Archived, Training, Auditing, Problem Solving, Documenting, Investigation, Building Relationships, Call Center, Organization, Accounting, Liaison, Data Entry, Microsoft Excel, Customer Service, Customer Oriented, Electronic Payments
Education
Franklin University 1996 — 1998
Finance, General
Columbus Business University, Columbus, Ohio 1981 — 1982
Secretarial Sciences, Diploma
Sarnova, Dublin,OH October 2012 - Present
Advent Christian General Conference 1999 - 2014
Consumer Credit Counseling Service September 2009 - April 2012
Belron March 2009 - September 2009
JPMorgan Chase 2007 - 2008
JPMorgan August 2000 - May 2007
Skills
Process Improvement, Electronic Banking, Operations Research, Account Reconciliation, Filing, Archived, Training, Auditing, Problem Solving, Documenting, Investigation, Building Relationships, Call Center, Organization, Accounting, Liaison, Data Entry, Microsoft Excel, Customer Service, Customer Oriented, Electronic Payments
Education
Franklin University 1996 — 1998
Finance, General
Columbus Business University, Columbus, Ohio 1981 — 1982
Secretarial Sciences, Diploma
Kelli Wolf Moles Kelli Wolf Moles's JPMorgan Experience August 2007 - July 2009
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2010 - Present
Harvard Business School August 2009 - May 2011
Civic Consulting Alliance 2011 - 2011
JPMorgan August 2007 - July 2009
JPMorgan Chase June 2006 - August 2007
Deloitte June 2005 - August 2005
Bear Stearns, Inc June 2004 - August 2004
United States Capitol June 2003 - August 2003
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers, Due Diligence, Competitive Analysis, Entrepreneurship, Investment Banking, Strategic Planning, Capital Markets, Analysis, Valuation, Private Equity
Education
Harvard Business School 2009 — 2011
MBA, Business Administration and Management, General
Missouri State University 2002 — 2006
Bachelor of Science (B.S.), Accounting, minors in Economics and Spanish
Université de Liège 2005 — 2005
McKinsey & Company June 2010 - Present
Harvard Business School August 2009 - May 2011
Civic Consulting Alliance 2011 - 2011
JPMorgan August 2007 - July 2009
JPMorgan Chase June 2006 - August 2007
Deloitte June 2005 - August 2005
Bear Stearns, Inc June 2004 - August 2004
United States Capitol June 2003 - August 2003
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers, Due Diligence, Competitive Analysis, Entrepreneurship, Investment Banking, Strategic Planning, Capital Markets, Analysis, Valuation, Private Equity
Education
Harvard Business School 2009 — 2011
MBA, Business Administration and Management, General
Missouri State University 2002 — 2006
Bachelor of Science (B.S.), Accounting, minors in Economics and Spanish
Université de Liège 2005 — 2005
Frederick Mbari Frederick Mbari's JPMorgan Experience June 2009 - August 2009
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2011 - Present
JP Morgan May 2010 - September 2011
Sponsors For Educational Opportunity September 2009 - February 2010
JPMorgan June 2009 - August 2009
Hennessy Landrover Buckhead July 2006 - May 2009
Skills
Trading, Series 7, Equity Research, Equity Trading, Series 63, Financial Markets, Bloomberg, Equity Derivatives, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Prime Brokerage
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Finance, Investments
St. Mary's School Nairobi, Kenya 2001 — 2004
SunTrust Robinson Humphrey June 2011 - Present
JP Morgan May 2010 - September 2011
Sponsors For Educational Opportunity September 2009 - February 2010
JPMorgan June 2009 - August 2009
Hennessy Landrover Buckhead July 2006 - May 2009
Skills
Trading, Series 7, Equity Research, Equity Trading, Series 63, Financial Markets, Bloomberg, Equity Derivatives, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Prime Brokerage
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Finance, Investments
St. Mary's School Nairobi, Kenya 2001 — 2004
Michael Langley, MS, CPHIMS, CPHIT Michael Langley, MS, CPHIMS, CPHIT's JPMorgan Experience 2005 - 2009
Job Manager, Service Delivery McKesson Corporation
Industry Information Technology and Services
Experience
McKesson 2011 - Present
Georgia State University 2010 - 2011
JPMorgan 2005 - 2009
Morgan Stanley 2002 - 2005
Hewlett-Packard 1999 - 2002
Hewlett-Packard 1998 - 1999
Hewlett-Packard 1996 - 1998
Education
Georgia State University - J. Mack Robinson College of Business
Executive Master of Science (MS), Information Systems - Health Informatics
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Health Care Administration/Management
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Finance/Financial Planning
North Carolina State University
Bachelor of Science (BS), Computer Science/Software Engineering
McKesson 2011 - Present
Georgia State University 2010 - 2011
JPMorgan 2005 - 2009
Morgan Stanley 2002 - 2005
Hewlett-Packard 1999 - 2002
Hewlett-Packard 1998 - 1999
Hewlett-Packard 1996 - 1998
Education
Georgia State University - J. Mack Robinson College of Business
Executive Master of Science (MS), Information Systems - Health Informatics
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Health Care Administration/Management
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Finance/Financial Planning
North Carolina State University
Bachelor of Science (BS), Computer Science/Software Engineering
Oscar Martinez's JPMorgan Experience 1999 - 2002
Job Chief Financial Officer at Foresight Energy
Industry Mining & Metals
Experience
Foresight Energy LP July 2011 - Present
Cloud Peak Energy September 2009 - July 2011
Qwest Communications September 2007 - September 2009
Qwest Communications August 2005 - September 2007
Qwest Communications November 2002 - August 2005
JPMorgan 1999 - 2002
The Boston Consulting Group 1998 - 1998
Accenture June 1992 - June 1997
Skills
Risk Management, Capital Markets, Finance, Financial Modeling, Mergers & Acquisitions, IPO, Strategy, Cash Management, Equities, Financial Analysis, Investor Relations, Mergers, Due Diligence, Strategic Financial..., Internal Controls, Treasury, Corporate Finance, Valuation, SEC filings, US GAAP, Banking, Credit, High Yield Bonds, Operational Risk..., Portfolio Management
Education
Harvard Business School 1997 — 1999
MBA, Finance
Trinity University 1988 — 1992
BS, Economics
Foresight Energy LP July 2011 - Present
Cloud Peak Energy September 2009 - July 2011
Qwest Communications September 2007 - September 2009
Qwest Communications August 2005 - September 2007
Qwest Communications November 2002 - August 2005
JPMorgan 1999 - 2002
The Boston Consulting Group 1998 - 1998
Accenture June 1992 - June 1997
Skills
Risk Management, Capital Markets, Finance, Financial Modeling, Mergers & Acquisitions, IPO, Strategy, Cash Management, Equities, Financial Analysis, Investor Relations, Mergers, Due Diligence, Strategic Financial..., Internal Controls, Treasury, Corporate Finance, Valuation, SEC filings, US GAAP, Banking, Credit, High Yield Bonds, Operational Risk..., Portfolio Management
Education
Harvard Business School 1997 — 1999
MBA, Finance
Trinity University 1988 — 1992
BS, Economics
Susan (Casey) Stone Susan (Casey) Stone's JPMorgan Experience August 2000 - February 2005
Job Founder/CEO at Sierra Wasatch Capital
Industry Venture Capital & Private Equity
Experience
Sierra Wasatch Capital September 2014 - Present
IRIS.TV March 2015 - Present
Riverhorse Investments, Inc. August 2010 - Present
Thumzap March 2014 - Present
Ubiquitous Energy, Inc. March 2014 - Present
Park City Mountain Resort October 2009 - March 2012
Houlihan Lokey Howard & Zukin February 2005 - October 2009
JPMorgan August 2000 - February 2005
Education
Georgetown University 1998 — 2000
MBA, Finance, General
Yale University 1992 — 1996
BA, Economics
Sierra Wasatch Capital September 2014 - Present
IRIS.TV March 2015 - Present
Riverhorse Investments, Inc. August 2010 - Present
Thumzap March 2014 - Present
Ubiquitous Energy, Inc. March 2014 - Present
Park City Mountain Resort October 2009 - March 2012
Houlihan Lokey Howard & Zukin February 2005 - October 2009
JPMorgan August 2000 - February 2005
Education
Georgetown University 1998 — 2000
MBA, Finance, General
Yale University 1992 — 1996
BA, Economics
Jared Max Hendler Jared Max Hendler's JPMorgan Experience 1999 - 2005
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2012 - Present
Dub Labs 2011 - July 2012
Bajaj Family Office 2005 - 2010
JPMorgan 1999 - 2005
Education
Georgetown University 1995 — 1999
BSFS, IPOL, Security Studies
Georgetown University - Walsh School of Foreign Service 1995 — 1999
Manalapan HS
UBS Financial Services, Inc. July 2012 - Present
Dub Labs 2011 - July 2012
Bajaj Family Office 2005 - 2010
JPMorgan 1999 - 2005
Education
Georgetown University 1995 — 1999
BSFS, IPOL, Security Studies
Georgetown University - Walsh School of Foreign Service 1995 — 1999
Manalapan HS
Lisa Pacenza's JPMorgan Experience 2003 - 2005
Job Senior Marketing Manager, Deloitte US CLO Program
Industry Marketing and Advertising
Experience
Deloitte September 2005 - Present
JPMorgan 2003 - 2005
Fleet Capital 2000 - 2003
CIT 1990 - 2000
Macy's October 1984 - October 1990
Education
Hartwick College 1980 — 1984
BA, English, Theatre Arts
Deloitte September 2005 - Present
JPMorgan 2003 - 2005
Fleet Capital 2000 - 2003
CIT 1990 - 2000
Macy's October 1984 - October 1990
Education
Hartwick College 1980 — 1984
BA, English, Theatre Arts
Patricia (Patty) Wu Patricia (Patty) Wu's JPMorgan Experience 2000 - 2001
Job Strategic Partnerships, Government Relations and Public Policy
Industry Government Relations
Experience
C&M International 2010 - Present
The Estee Lauder Companies 2007 - 2009
C&M International 2001 - 2005
JPMorgan 2000 - 2001
Skills
Strategy, International Relations, Business Strategy, Management, Program Management, Government, Social Media Marketing, International Trade, French, Strategic Planning, Public Policy, Marketing Strategy, Retail, Strategic Communications, Trade Policy, Government Relations, Government Advocacy, International Public..., Public Affairs, Global Strategy, Policy Initiatives, Diplomacy
Education
Harvard Business School 2005 — 2007
MBA
Tufts University 1996 — 2000
BA, International Relations and Asian Studies
Institut d'Etudes politiques de Paris 1998 — 1999
PISP
C&M International 2010 - Present
The Estee Lauder Companies 2007 - 2009
C&M International 2001 - 2005
JPMorgan 2000 - 2001
Skills
Strategy, International Relations, Business Strategy, Management, Program Management, Government, Social Media Marketing, International Trade, French, Strategic Planning, Public Policy, Marketing Strategy, Retail, Strategic Communications, Trade Policy, Government Relations, Government Advocacy, International Public..., Public Affairs, Global Strategy, Policy Initiatives, Diplomacy
Education
Harvard Business School 2005 — 2007
MBA
Tufts University 1996 — 2000
BA, International Relations and Asian Studies
Institut d'Etudes politiques de Paris 1998 — 1999
PISP
Brock Hayes Brock Hayes's JPMorgan Experience September 2008 - March 2009
Job
Industry Internet
Experience
Amazon July 2015 - Present
Amazon June 2014 - August 2014
ClickSquared, Inc. January 2012 - June 2013
Staley Capital June 2011 - June 2013
Kamylon Capital May 2009 - June 2011
JPMorgan September 2008 - March 2009
JPMorgan May 2007 - August 2007
Skills
Private Equity, Financial Modeling, Due Diligence, Venture Capital, Mergers & Acquisitions, Corporate Finance, Corporate Development, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA Candidate, Class of 2015, Entrepreneurial Management
Georgetown University 2004 — 2008
BSBA, Finance/Accounting
Amazon July 2015 - Present
Amazon June 2014 - August 2014
ClickSquared, Inc. January 2012 - June 2013
Staley Capital June 2011 - June 2013
Kamylon Capital May 2009 - June 2011
JPMorgan September 2008 - March 2009
JPMorgan May 2007 - August 2007
Skills
Private Equity, Financial Modeling, Due Diligence, Venture Capital, Mergers & Acquisitions, Corporate Finance, Corporate Development, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA Candidate, Class of 2015, Entrepreneurial Management
Georgetown University 2004 — 2008
BSBA, Finance/Accounting
Beth Lloyd Beth Lloyd's JPMorgan Experience October 1987 - July 1996
Job US Medical Affairs Senior Strategic Project Manager
Industry Pharmaceuticals
Experience
AstraZeneca May 2014 - Present
AstraZeneca November 2013 - May 2014
AstraZeneca March 2012 - November 2013
AstraZeneca July 2010 - March 2012
AstraZeneca May 2007 - July 2010
AstraZeneca April 2002 - May 2007
Accenture 2000 - March 2002
Accenture 1999 - 2000
Accenture July 1996 - 1999
JPMorgan October 1987 - July 1996
Skills
Pharmaceutical Industry, Clinical Trials, Outsourcing, Vendor Management, Clinical Research, Clinical Development, Procurement, Relationship Management, Strategic Supplier..., Supplier Negotiation, Strategy, Oncology, Cross-functional Team..., CRO, Strategic Sourcing, GCP, Medical Devices, Supply Management, eSourcing, Spend Analysis, Drug Development, Lifesciences, Biotechnology, Financial Services, Consulting, Project Management, Organization &..., Analytical Skills, Payer, Health Economics, Patient Reported..., Human Resources, Technical Recruiting, HR Project Management, Biopharmaceuticals, Management, Process Improvement, Pharmacovigilance, CTMS, Ariba, Sourcing, Sop, E-procurement, Purchase Management, Global Sourcing, Procurement Contracts, Stakeholder Management
Education
University of Delaware - Lerner College of Business and Economics
MBA, Management Specialization
Wilmington University
B.S., Human Resource Management
Goldey Beacom College
Associate of Science (A.S.), Business Administration
AstraZeneca May 2014 - Present
AstraZeneca November 2013 - May 2014
AstraZeneca March 2012 - November 2013
AstraZeneca July 2010 - March 2012
AstraZeneca May 2007 - July 2010
AstraZeneca April 2002 - May 2007
Accenture 2000 - March 2002
Accenture 1999 - 2000
Accenture July 1996 - 1999
JPMorgan October 1987 - July 1996
Skills
Pharmaceutical Industry, Clinical Trials, Outsourcing, Vendor Management, Clinical Research, Clinical Development, Procurement, Relationship Management, Strategic Supplier..., Supplier Negotiation, Strategy, Oncology, Cross-functional Team..., CRO, Strategic Sourcing, GCP, Medical Devices, Supply Management, eSourcing, Spend Analysis, Drug Development, Lifesciences, Biotechnology, Financial Services, Consulting, Project Management, Organization &..., Analytical Skills, Payer, Health Economics, Patient Reported..., Human Resources, Technical Recruiting, HR Project Management, Biopharmaceuticals, Management, Process Improvement, Pharmacovigilance, CTMS, Ariba, Sourcing, Sop, E-procurement, Purchase Management, Global Sourcing, Procurement Contracts, Stakeholder Management
Education
University of Delaware - Lerner College of Business and Economics
MBA, Management Specialization
Wilmington University
B.S., Human Resource Management
Goldey Beacom College
Associate of Science (A.S.), Business Administration
Joy Muncy's JPMorgan Experience June 2002 - November 2012
Job Database Engineering and Analytics
Industry Information Technology and Services
Experience
OpenSymmetry December 2014 - Present
Huntington National Bank May 2013 - December 2014
Time Warner Cable November 2012 - May 2013
JPMorgan June 2002 - November 2012
Skills
SQL, Business Analysis, User Acceptance Testing, SDLC, Data Warehousing, Banking, Financial Services, Crystal Reports, Business Intelligence, Vendor Management, Trading Systems, Bloomberg, Investment Banking, Market Data, Sybase, Oracle, PL/SQL, Microsoft SQL Server, Production Support, Data Analysis, Data Mining, Financial Analysis, JavaScript, JSON, HTML, CSS, ICM
Education
Franklin University 2011 — 2014
Associate's degree, Business Administration, Management and Operations
Franklin University 2011 — 2014
Business/Managerial Economics
OpenSymmetry December 2014 - Present
Huntington National Bank May 2013 - December 2014
Time Warner Cable November 2012 - May 2013
JPMorgan June 2002 - November 2012
Skills
SQL, Business Analysis, User Acceptance Testing, SDLC, Data Warehousing, Banking, Financial Services, Crystal Reports, Business Intelligence, Vendor Management, Trading Systems, Bloomberg, Investment Banking, Market Data, Sybase, Oracle, PL/SQL, Microsoft SQL Server, Production Support, Data Analysis, Data Mining, Financial Analysis, JavaScript, JSON, HTML, CSS, ICM
Education
Franklin University 2011 — 2014
Associate's degree, Business Administration, Management and Operations
Franklin University 2011 — 2014
Business/Managerial Economics
Chris Wilburn Chris Wilburn's JPMorgan Experience June 2003 - Present
Job Executive Director
Industry Banking
Kate Ottino Kate Ottino's JPMorgan Experience 2004 - 2009
Job Senior Investment Analyst at Seven Bridges Advisors
Industry Financial Services
Experience
Seven Bridges Advisors 2011 - Present
Goldman Sachs 2009 - 2011
JPMorgan 2004 - 2009
Education
Georgetown University 2000 — 2004
Bachelor of Science
Seven Bridges Advisors 2011 - Present
Goldman Sachs 2009 - 2011
JPMorgan 2004 - 2009
Education
Georgetown University 2000 — 2004
Bachelor of Science
Colin Hutchinson Colin Hutchinson's JPMorgan Experience January 2000 - July 2002
Job
Industry Health, Wellness and Fitness
Experience
ThruHealth September 2014 - Present
Columbia Pacific Advisors June 2013 - May 2014
Swedish Medical Group April 2013 - June 2013
Swedish Medical Group June 2011 - March 2013
REM Medical Corp. 2008 - 2009
Delafield Hambrecht January 2006 - December 2008
Delafield Hambrecht January 2003 - December 2005
Delafield Hambrecht July 2002 - December 2002
JPMorgan January 2000 - July 2002
Sanford C. Bernstein September 1998 - December 1999
Skills
Venture Capital, Mergers, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis, Corporate Development, Investments, Corporate Finance, Business Strategy, Business Development, Private Equity, Finance, Due Diligence, Strategic Planning, Strategy, Investment Banking, Analytics, Forecasting, Mergers & Acquisitions, Management
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA
Georgetown University 1994 — 1998
Bachelor of Science (B.S.)
Lakeside School 1991 — 1994
ThruHealth September 2014 - Present
Columbia Pacific Advisors June 2013 - May 2014
Swedish Medical Group April 2013 - June 2013
Swedish Medical Group June 2011 - March 2013
REM Medical Corp. 2008 - 2009
Delafield Hambrecht January 2006 - December 2008
Delafield Hambrecht January 2003 - December 2005
Delafield Hambrecht July 2002 - December 2002
JPMorgan January 2000 - July 2002
Sanford C. Bernstein September 1998 - December 1999
Skills
Venture Capital, Mergers, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis, Corporate Development, Investments, Corporate Finance, Business Strategy, Business Development, Private Equity, Finance, Due Diligence, Strategic Planning, Strategy, Investment Banking, Analytics, Forecasting, Mergers & Acquisitions, Management
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA
Georgetown University 1994 — 1998
Bachelor of Science (B.S.)
Lakeside School 1991 — 1994
Nadia Batchelor Nadia Batchelor's JPMorgan Experience June 2001 - August 2003
Job Head of Corporate Access, US at Jefferies
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Jefferies LLC July 2013 - May 2014
MORGAN STANLEY August 2007 - April 2013
Morgan Stanley- Private Wealth Management June 2006 - August 2006
American Express October 2004 - June 2005
American Express- Global Corporate Services August 2003 - October 2004
JPMorgan June 2001 - August 2003
JPMorgan- Investment Banking- Industrials May 2000 - August 2000
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Jefferies LLC May 2014 - Present
Jefferies LLC July 2013 - May 2014
MORGAN STANLEY August 2007 - April 2013
Morgan Stanley- Private Wealth Management June 2006 - August 2006
American Express October 2004 - June 2005
American Express- Global Corporate Services August 2003 - October 2004
JPMorgan June 2001 - August 2003
JPMorgan- Investment Banking- Industrials May 2000 - August 2000
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Sherry Gallant Sherry Gallant's JPMorgan Experience 2005 - 2009
Job Presentation Coordinator at Bank of America with Novitex
Industry Graphic Design
Experience
Novitex July 2015 - Present
Freelance February 2015 - July 2015
Heartbeat Ideas July 2014 - January 2015
Foundation for Senior Citizens September 2013 - February 2014
Gargiulo and Partners August 2012 - March 2013
Neuberger Berman November 2010 - May 2011
JPMorgan 2005 - 2009
Queen Independent Living Center 2002 - 2004
Skills
InDesign, Illustrator, Dreamweaver, Photoshop, Graphic Design, Graphics, Instructional Design, PowerPoint, Video Editing, Adobe Creative Suite, Captivate, Web Design, Flash, Newsletters, Microsoft Office, Microsoft Word, Typography, After Effects, Desktop Publishing, Word, Camtasia, Articulate Studio, Adobe Acrobat, Advertising, Marketing, E-Learning, Email Marketing, Editing, Multimedia, Corporate Branding, User Interface Design, Painting, Sculpture, Sound Editing, Fine Art, Layout, Mac, Wireframes, Sitemaps, OmniGraffle, Axure, Magazines, Creative Direction, Brochures, Presentation Design and..., Writing, QuarkXPress, Photography, Art, Image Manipulation
Education
Walden University 2010 — 2012
MS, Instructional Design and Technology
Parsons School of Design - New York 2004 — 2006
Graphic Design Cert, Graphic Design
School of Visual Arts 2002 — 2004
Computer Graphics, Digital Video
Pratt, Manhattan, School of Professional Studies - New York 1999 — 2001
Graphic Design
New York University - School of Continuing Education 1987 — 1990
Certificate, Video
Gemological Institute of America-New York 1980 — 1985
Graduate Gemologist GG, Diamond Grading, Gem Identification and Grading
State University of New York at Buffalo
BFA, Fine Art; Art History, Sculpture
Norina Simi School in Florence, Italy 1978 — 1979
Portrait drawing
Art Students League of New York 1985 — 1990
Drawing and Painting
Novitex July 2015 - Present
Freelance February 2015 - July 2015
Heartbeat Ideas July 2014 - January 2015
Foundation for Senior Citizens September 2013 - February 2014
Gargiulo and Partners August 2012 - March 2013
Neuberger Berman November 2010 - May 2011
JPMorgan 2005 - 2009
Queen Independent Living Center 2002 - 2004
Skills
InDesign, Illustrator, Dreamweaver, Photoshop, Graphic Design, Graphics, Instructional Design, PowerPoint, Video Editing, Adobe Creative Suite, Captivate, Web Design, Flash, Newsletters, Microsoft Office, Microsoft Word, Typography, After Effects, Desktop Publishing, Word, Camtasia, Articulate Studio, Adobe Acrobat, Advertising, Marketing, E-Learning, Email Marketing, Editing, Multimedia, Corporate Branding, User Interface Design, Painting, Sculpture, Sound Editing, Fine Art, Layout, Mac, Wireframes, Sitemaps, OmniGraffle, Axure, Magazines, Creative Direction, Brochures, Presentation Design and..., Writing, QuarkXPress, Photography, Art, Image Manipulation
Education
Walden University 2010 — 2012
MS, Instructional Design and Technology
Parsons School of Design - New York 2004 — 2006
Graphic Design Cert, Graphic Design
School of Visual Arts 2002 — 2004
Computer Graphics, Digital Video
Pratt, Manhattan, School of Professional Studies - New York 1999 — 2001
Graphic Design
New York University - School of Continuing Education 1987 — 1990
Certificate, Video
Gemological Institute of America-New York 1980 — 1985
Graduate Gemologist GG, Diamond Grading, Gem Identification and Grading
State University of New York at Buffalo
BFA, Fine Art; Art History, Sculpture
Norina Simi School in Florence, Italy 1978 — 1979
Portrait drawing
Art Students League of New York 1985 — 1990
Drawing and Painting
Aleem Remtula Aleem Remtula's JPMorgan Experience September 2001 - June 2004
Job Director, Private Equity at Developing World Markets
Industry Venture Capital & Private Equity
Experience
Suryoday Micro Finance Pvt Ltd January 2015 - Present
Developing World Markets August 2009 - Present
JSC MFO Crystal October 2011 - Present
SMILE Microfinance September 2009 - Present
Bridges Ventures September 2006 - August 2007
New York City Investment Fund July 2004 - August 2006
JPMorgan September 2001 - June 2004
Skills
Private Equity, Financial Modeling, Microfinance, Financial Analysis, Emerging Markets, Corporate Development, Valuation, Asset Managment, Due Diligence, Asset Management, Portfolio Management, Credit, Venture Capital, Corporate Finance, Capital Markets, Economics, Equities, Investment Banking, Investments, Finance, Alternative Investments, Strategy, Mergers & Acquisitions, Business Strategy
Education
Harvard Business School 2007 — 2009
MBA
Princeton University 1997 — 2001
BA, Economics and Finance
Suryoday Micro Finance Pvt Ltd January 2015 - Present
Developing World Markets August 2009 - Present
JSC MFO Crystal October 2011 - Present
SMILE Microfinance September 2009 - Present
Bridges Ventures September 2006 - August 2007
New York City Investment Fund July 2004 - August 2006
JPMorgan September 2001 - June 2004
Skills
Private Equity, Financial Modeling, Microfinance, Financial Analysis, Emerging Markets, Corporate Development, Valuation, Asset Managment, Due Diligence, Asset Management, Portfolio Management, Credit, Venture Capital, Corporate Finance, Capital Markets, Economics, Equities, Investment Banking, Investments, Finance, Alternative Investments, Strategy, Mergers & Acquisitions, Business Strategy
Education
Harvard Business School 2007 — 2009
MBA
Princeton University 1997 — 2001
BA, Economics and Finance
Chad McCullough, CFP® Chad McCullough, CFP®'s JPMorgan Experience September 2006 - June 2013
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
PNC Wealth Management July 2013 - June 2015
JPMorgan September 2006 - June 2013
Deloitte June 1996 - December 2004
Education
Franklin College 1992 — 1996
BA, Business/Finance and BA, Accounting
UBS July 2015 - Present
PNC Wealth Management July 2013 - June 2015
JPMorgan September 2006 - June 2013
Deloitte June 1996 - December 2004
Education
Franklin College 1992 — 1996
BA, Business/Finance and BA, Accounting
Richard Gardiner's JPMorgan Experience 2001 - 2005
Job Chief Investment Officer: Family Office, Endowments, Foundations
Industry Investment Management
Experience
Seven Bridges Advisors October 2011 - April 2015
Man Investments 2006 - September 2011
JPMorgan 2001 - 2005
Goldman Sachs 1993 - 2000
Education
Harvard Business School
MBA
Yale University
BA
Seven Bridges Advisors October 2011 - April 2015
Man Investments 2006 - September 2011
JPMorgan 2001 - 2005
Goldman Sachs 1993 - 2000
Education
Harvard Business School
MBA
Yale University
BA
Schelton Assoumou's JPMorgan Experience July 2005 - December 2007
Job
Industry Real Estate
Experience
ASK Capital January 2008 - Present
JPMorgan July 2005 - December 2007
JPMorgan June 2004 - August 2004
JPMorgan August 1998 - May 2003
Education
Harvard Business School 2003 — 2005
MBA
Stony Brook University 1994 — 1998
BS/BA
Lycée Français Charles de Gaulle, London
ASK Capital January 2008 - Present
JPMorgan July 2005 - December 2007
JPMorgan June 2004 - August 2004
JPMorgan August 1998 - May 2003
Education
Harvard Business School 2003 — 2005
MBA
Stony Brook University 1994 — 1998
BS/BA
Lycée Français Charles de Gaulle, London
Christine Y Zhao's JPMorgan Experience March 2008 - July 2010
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2010 - July 2011
JPMorgan March 2008 - July 2010
American Express 2007 - March 2008
American Express July 2005 - December 2006
American Express March 2003 - July 2005
FedEx Corporation July 2002 - February 2003
Goldman Sachs June 2001 - August 2001
FedEx Corporation February 1998 - August 2000
Skills
Corporate Development, Business Management, Cantonese, Mergers, Business Strategy, Competitive Analysis, Strategy, Management, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Services, Investments, Risk Management, Venture Capital, Financial Modeling, Due Diligence, Portfolio Management, P&L Financial Management, Equities, Business Development, Executive Management, Analytics
Education
Harvard Business School 2000 — 2002
MBA
Fudan University
Bachelor of Science (BS)
University of Alabama
Master's degree
Bank of America Merrill Lynch September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2010 - July 2011
JPMorgan March 2008 - July 2010
American Express 2007 - March 2008
American Express July 2005 - December 2006
American Express March 2003 - July 2005
FedEx Corporation July 2002 - February 2003
Goldman Sachs June 2001 - August 2001
FedEx Corporation February 1998 - August 2000
Skills
Corporate Development, Business Management, Cantonese, Mergers, Business Strategy, Competitive Analysis, Strategy, Management, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Services, Investments, Risk Management, Venture Capital, Financial Modeling, Due Diligence, Portfolio Management, P&L Financial Management, Equities, Business Development, Executive Management, Analytics
Education
Harvard Business School 2000 — 2002
MBA
Fudan University
Bachelor of Science (BS)
University of Alabama
Master's degree
Eduardo Bocock's JPMorgan Experience 2000 - 2002
Job at Arbitrage
Industry Banking
Experience
Arbitrage Investments January 2006 - Present
Forrestal Capital 2004 - 2004
Coca Cola Panamco 2002 - 2004
JPMorgan 2000 - 2002
Federal Reserve Board 1995 - 1998
Skills
Corporate Finance, Business Strategy, Mergers, Financial Modeling, Investments, Financial Analysis, Business Planning, Managerial Finance, Mergers & Acquisitions, Venture Capital, Leadership, Entrepreneurship, Strategy, Due Diligence, Real Estate, Valuation, Private Equity, Portfolio Management
Education
The French Culinary Institute, New York City 2005 — 2005
Culinary Technique
Cornell University - School of Hotel Administration 2005 — 2005
Master Certificate in FoodService Management
Georgetown University 1998 — 2000
MBA
University of Notre Dame 1990 — 1995
BBA
Arbitrage Investments January 2006 - Present
Forrestal Capital 2004 - 2004
Coca Cola Panamco 2002 - 2004
JPMorgan 2000 - 2002
Federal Reserve Board 1995 - 1998
Skills
Corporate Finance, Business Strategy, Mergers, Financial Modeling, Investments, Financial Analysis, Business Planning, Managerial Finance, Mergers & Acquisitions, Venture Capital, Leadership, Entrepreneurship, Strategy, Due Diligence, Real Estate, Valuation, Private Equity, Portfolio Management
Education
The French Culinary Institute, New York City 2005 — 2005
Culinary Technique
Cornell University - School of Hotel Administration 2005 — 2005
Master Certificate in FoodService Management
Georgetown University 1998 — 2000
MBA
University of Notre Dame 1990 — 1995
BBA
Rafael Martinez-Chapman's JPMorgan Experience August 2001 - August 2003
Job
Industry Telecommunications
Experience
Level 3 Communications October 2008 - Present
Wachovia Securities August 2003 - August 2008
JPMorgan August 2001 - August 2003
Salomon Smith Barney / Robinson-Humphrey December 1996 - June 1999
Skills
Capital Markets, Mergers, Leveraged Finance, Cash Management, Treasury Management, Strategy, Bonds, Corporate Finance, Financial Analysis, Valuation, Investor Relations..., Risk Management, Rating Agency Relations, Acquisition Integration, Investment Banking..., Investment Strategies, Internal Controls, ABS, Financial Statement..., Middle Market, Mergers & Acquisitions, Credit, Equities, Investment Banking, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Georgia State University 1991 — 1996
Bachelor's Degree, Finance
Level 3 Communications October 2008 - Present
Wachovia Securities August 2003 - August 2008
JPMorgan August 2001 - August 2003
Salomon Smith Barney / Robinson-Humphrey December 1996 - June 1999
Skills
Capital Markets, Mergers, Leveraged Finance, Cash Management, Treasury Management, Strategy, Bonds, Corporate Finance, Financial Analysis, Valuation, Investor Relations..., Risk Management, Rating Agency Relations, Acquisition Integration, Investment Banking..., Investment Strategies, Internal Controls, ABS, Financial Statement..., Middle Market, Mergers & Acquisitions, Credit, Equities, Investment Banking, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Georgia State University 1991 — 1996
Bachelor's Degree, Finance
Shiyan Koh's JPMorgan Experience 2005 - 2007
Job
Industry Internet
Experience
NerdWallet June 2012 - Present
Bridgewater Associates September 2011 - May 2012
Innovation Works August 2011 - August 2011
Harvard Business School September 2009 - May 2011
Okta June 2010 - August 2010
Institutional Venture Partners August 2007 - March 2010
JPMorgan 2005 - 2007
Voyager Capital 2002 - 2002
Skills
Research, Fundraising, Investment analysis, Financial Modeling, Investment Banking, Due Diligence, Venture Capital, Valuation, Product Management, Business Development, Entrepreneurship, Strategy, IPO, Investments, Corporate Development, Start-ups, Finance, Mergers & Acquisitions, Business Valuation, Emerging Markets, Business Strategy, Analysis, Corporate Finance, Enterprise Software, Financial Services, Management, New Business Development, Restructuring, Salesforce.com
Education
Harvard Business School 2009 — 2011
MBA
Stanford University 2000 — 2005
BA, BS
Hwa Chong Junior College 1998 — 1999
Raffles Girls' School 1994 — 1997
NerdWallet June 2012 - Present
Bridgewater Associates September 2011 - May 2012
Innovation Works August 2011 - August 2011
Harvard Business School September 2009 - May 2011
Okta June 2010 - August 2010
Institutional Venture Partners August 2007 - March 2010
JPMorgan 2005 - 2007
Voyager Capital 2002 - 2002
Skills
Research, Fundraising, Investment analysis, Financial Modeling, Investment Banking, Due Diligence, Venture Capital, Valuation, Product Management, Business Development, Entrepreneurship, Strategy, IPO, Investments, Corporate Development, Start-ups, Finance, Mergers & Acquisitions, Business Valuation, Emerging Markets, Business Strategy, Analysis, Corporate Finance, Enterprise Software, Financial Services, Management, New Business Development, Restructuring, Salesforce.com
Education
Harvard Business School 2009 — 2011
MBA
Stanford University 2000 — 2005
BA, BS
Hwa Chong Junior College 1998 — 1999
Raffles Girls' School 1994 — 1997
Igor Falaleyev's JPMorgan Experience 1992 - 1993
Job
Industry Oil & Energy
Experience
TNK BP 2004 - 2006
Raymond James 2000 - 2003
CSFB 1997 - 1999
Salomon Brothers 1995 - 1997
JPMorgan 1992 - 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Georgetown University 1990 — 1992
BSFS, Phi Beta Kappa,, International Economics
Moscow Institute of International Relations (MGIMO) 1987 — 1990
transferred to Georgetown University
TNK BP 2004 - 2006
Raymond James 2000 - 2003
CSFB 1997 - 1999
Salomon Brothers 1995 - 1997
JPMorgan 1992 - 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Georgetown University 1990 — 1992
BSFS, Phi Beta Kappa,, International Economics
Moscow Institute of International Relations (MGIMO) 1987 — 1990
transferred to Georgetown University
Tony Mattia's JPMorgan Experience 1982 - 2006
Job Managing Director at Atlantic State Partners, LLC
Industry Financial Services
Experience
St. Joseph's College September 2012 - Present
Atlantic State Partners, LLC April 2006 - Present
JPMorgan Chase March 2005 - March 2006
JPMorganChase 1982 - 2006
JPMorgan 1982 - 2006
JPMorgan Chase Bank January 2002 - March 2005
JPMorgan Chase Bank May 1999 - January 2002
The Chase Manhattan Bank 1996 - 1999
Federal Reserve Bank of New York 1980 - 1982
Skills
Mergers & Acquisitions, Joint Ventures, Divestitures, Valuation, Negotiation, Due Diligence, Corporate Development, Finance, Mergers, Strategy, Wealth Management, Securities, Investment Banking, Banking, Asset Management, Investments, Financial Services, Structured Finance, Portfolio Management, Asset Managment, Private Equity, Business Planning, Cash Management, Capital Markets, Management, Venture Capital, Acquisitions, Hedge Funds, Trading, Investment Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance
Georgetown University 1976 — 1980
BA, Economics
Xaverian High School 1972 — 1976
St. Joseph's College September 2012 - Present
Atlantic State Partners, LLC April 2006 - Present
JPMorgan Chase March 2005 - March 2006
JPMorganChase 1982 - 2006
JPMorgan 1982 - 2006
JPMorgan Chase Bank January 2002 - March 2005
JPMorgan Chase Bank May 1999 - January 2002
The Chase Manhattan Bank 1996 - 1999
Federal Reserve Bank of New York 1980 - 1982
Skills
Mergers & Acquisitions, Joint Ventures, Divestitures, Valuation, Negotiation, Due Diligence, Corporate Development, Finance, Mergers, Strategy, Wealth Management, Securities, Investment Banking, Banking, Asset Management, Investments, Financial Services, Structured Finance, Portfolio Management, Asset Managment, Private Equity, Business Planning, Cash Management, Capital Markets, Management, Venture Capital, Acquisitions, Hedge Funds, Trading, Investment Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance
Georgetown University 1976 — 1980
BA, Economics
Xaverian High School 1972 — 1976
Esther Berg's JPMorgan Experience July 1998 - February 2007
Job
Industry Financial Services
Experience
US Bank March 2012 - Present
William Blair and Company May 2009 - March 2012
UBS March 2007 - June 2008
JPMorgan July 1998 - February 2007
Skills
Bonds, Investments, Valuation, Fixed Income, Capital Markets, Investment Banking, Structured Finance, Securities, Series 7, Public Finance, Derivatives, Financial Modeling, Bloomberg
Education
School of Oriental and African Studies, U. of London 1996 — 1997
MA
Georgetown University 1992 — 1996
Institut d'Etudes politiques de Paris 1994 — 1995
Junior Yr Abroad
US Bank March 2012 - Present
William Blair and Company May 2009 - March 2012
UBS March 2007 - June 2008
JPMorgan July 1998 - February 2007
Skills
Bonds, Investments, Valuation, Fixed Income, Capital Markets, Investment Banking, Structured Finance, Securities, Series 7, Public Finance, Derivatives, Financial Modeling, Bloomberg
Education
School of Oriental and African Studies, U. of London 1996 — 1997
MA
Georgetown University 1992 — 1996
Institut d'Etudes politiques de Paris 1994 — 1995
Junior Yr Abroad
Thomas Timkanic ttimkanic(AT)gmail.com [LION] TopLinked's JPMorgan Experience June 2003 - March 2005
Job Management Consultant Hedge Funds at TPT Consulting
Industry Capital Markets
Experience
TPT Consulting September 2008 - Present
AXA Rosenberg September 2005 - May 2008
JPMorgan June 2003 - March 2005
Manticore I/E, LLC August 2001 - June 2003
Jupiter Trading September 1999 - August 2001
KG Capital October 1997 - September 1999
PricewaterhouseCoopers November 1996 - October 1997
KPMG Peat Marwick May 1995 - February 1996
Skills
Equities, Equity Trading, Equity Capital Markets, Equity Derivatives, Front Office, Middle Office, Back Office, Operations, Options, Automation, Futures, Managed Futures, Strategy Development, Options Pricing, Options Strategies, Wall Street, Capital Markets, Hedge Funds, Excel, Macro, Trading, FX, FX trading, FX Hedging, Foreign Exchange..., Trading Systems, Electronic Trading, Proprietary Trading, Trade Execution, Trading Strategies, Account Reconciliation, Management Consulting, Process Consulting, Word, MS Project, PowerPoint, Fund Accounting, Analysis, Project Planning, Project Execution, Project Delivery, Brokerage, Prime Brokerage, Compliance, Technology..., Operational Excellence, Streamlining Operations, Advent, Business Analysis, Accounting
Education
Fordham University 1993 — 1997
Bachelor of Science, Double Major: Finance & Public Accounting
TPT Consulting September 2008 - Present
AXA Rosenberg September 2005 - May 2008
JPMorgan June 2003 - March 2005
Manticore I/E, LLC August 2001 - June 2003
Jupiter Trading September 1999 - August 2001
KG Capital October 1997 - September 1999
PricewaterhouseCoopers November 1996 - October 1997
KPMG Peat Marwick May 1995 - February 1996
Skills
Equities, Equity Trading, Equity Capital Markets, Equity Derivatives, Front Office, Middle Office, Back Office, Operations, Options, Automation, Futures, Managed Futures, Strategy Development, Options Pricing, Options Strategies, Wall Street, Capital Markets, Hedge Funds, Excel, Macro, Trading, FX, FX trading, FX Hedging, Foreign Exchange..., Trading Systems, Electronic Trading, Proprietary Trading, Trade Execution, Trading Strategies, Account Reconciliation, Management Consulting, Process Consulting, Word, MS Project, PowerPoint, Fund Accounting, Analysis, Project Planning, Project Execution, Project Delivery, Brokerage, Prime Brokerage, Compliance, Technology..., Operational Excellence, Streamlining Operations, Advent, Business Analysis, Accounting
Education
Fordham University 1993 — 1997
Bachelor of Science, Double Major: Finance & Public Accounting
Will Yu's JPMorgan Experience June 2005 - June 2007
Job Finance at Maple Food Co.
Industry Internet
Experience
Maple Food Co. August 2015 - Present
Yodle September 2014 - August 2015
FoodCorps March 2014 - September 2014
FoodCorps June 2013 - March 2014
CI Capital Partners August 2011 - February 2013
Harvest Restaurant June 2011 - July 2011
Dodge & Cox June 2010 - August 2010
GTCR Golder Rauner July 2007 - July 2009
JPMorgan June 2005 - June 2007
Skills
Valuation, Due Diligence, Investments, Equities, Asset Management, Finance, Credit Analysis, Credit, Analysis, Private Equity, Financial Modeling, Venture Capital, Investment Banking, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Capital Markets, Entrepreneurship, Strategy
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Pennsylvania 2003 — 2005
Master of Govermental Administration, State and Local Government
University of Pennsylvania 2001 — 2005
BA, Mathematics, Economics, Summa Cum Laude
Maple Food Co. August 2015 - Present
Yodle September 2014 - August 2015
FoodCorps March 2014 - September 2014
FoodCorps June 2013 - March 2014
CI Capital Partners August 2011 - February 2013
Harvest Restaurant June 2011 - July 2011
Dodge & Cox June 2010 - August 2010
GTCR Golder Rauner July 2007 - July 2009
JPMorgan June 2005 - June 2007
Skills
Valuation, Due Diligence, Investments, Equities, Asset Management, Finance, Credit Analysis, Credit, Analysis, Private Equity, Financial Modeling, Venture Capital, Investment Banking, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Capital Markets, Entrepreneurship, Strategy
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Pennsylvania 2003 — 2005
Master of Govermental Administration, State and Local Government
University of Pennsylvania 2001 — 2005
BA, Mathematics, Economics, Summa Cum Laude
Pamela Lipp-Hendricks's JPMorgan Experience 2005 - 2010
Job Development Executive, Corporate Talent & Development at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
JPMorgan 2005 - 2010
Financial Services Volunteer Corps 2000 - 2007
JPMorgan Chase 2000 - 2005
Chase Bank October 1998 - October 1999
American Express July 1997 - September 1998
Skills
Organizational..., Leadership Development, Succession Planning, Performance Management, Talent Management
Education
City University of New York Graduate Center 1992 — 2001
PhD, Industrial/Organizational Psychology
Georgetown University 1988 — 1992
BA, Psychology
JPMorgan Chase 2010 - Present
JPMorgan 2005 - 2010
Financial Services Volunteer Corps 2000 - 2007
JPMorgan Chase 2000 - 2005
Chase Bank October 1998 - October 1999
American Express July 1997 - September 1998
Skills
Organizational..., Leadership Development, Succession Planning, Performance Management, Talent Management
Education
City University of New York Graduate Center 1992 — 2001
PhD, Industrial/Organizational Psychology
Georgetown University 1988 — 1992
BA, Psychology
Michelle (Micki) Prucino's JPMorgan Experience 2009 - 2011
Job Supply Chain Analyst at Siemens
Industry Hospital & Health Care
Experience
Siemens Healthcare Diagnostics October 2011 - Present
COMSYS September 2009 - May 2011
JPMorgan 2009 - 2011
Amex November 1986 - January 2009
American Express 1986 - 2009
Education
Goldey-Beacom College 1984 — 1986
Bachelors, Business Management
Delaware Technical and Community College 1982 — 1984
Associate, Fire Protection
Siemens Healthcare Diagnostics October 2011 - Present
COMSYS September 2009 - May 2011
JPMorgan 2009 - 2011
Amex November 1986 - January 2009
American Express 1986 - 2009
Education
Goldey-Beacom College 1984 — 1986
Bachelors, Business Management
Delaware Technical and Community College 1982 — 1984
Associate, Fire Protection
Millie Gillon's JPMorgan Experience June 2003 - March 2005
Job Product Strategy at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2014 - Present
JPMorgan Chase December 2011 - October 2014
American Express July 2010 - December 2011
American Express May 2008 - June 2010
Gonzaga University June 2009 - July 2009
Morgan Stanley March 2006 - April 2008
Goldman Sachs March 2005 - March 2006
JPMorgan June 2003 - March 2005
JPMorgan July 1999 - June 2003
Skills
Business Development, Project Management, Process Improvement, Negotiation, Product Design, Marketing, Relationship Management, Strategy, Financial Modeling, Emerging Markets, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Services, Product Management, Strategic Sales, Business Process Design, User Experience Design, Team Management, Derivatives, Cross-functional Team..., Leadership, Training, Six Sigma, Financial Risk, Banking, Credit Cards, Financial Analysis, Competitive Analysis, Finance, Risk Management, Business Planning, E-commerce, Market Research, Entrepreneurship, Competitive Intelligence, Marketing Strategy, Product Launch, Partner Management, Customer Experience, Digital Marketing, Mobile Marketing, Real Estate Investment..., Career Counseling, Marketing Communications, Product Marketing, Mentoring, B2B Marketing Strategy, Identifying New Revenue...
Education
Gonzaga University 2009 — 2011
MA, Communications & Leadership Studies, Summa Cum Laude
Gonzaga University 2009 — 2010
Certificate, Servant Leadership
Gonzaga University 2009 — 2009
Certificate, International Media
Zicklin School of Business 1999 — 2003
BBA, Marketing Research, concentrating in Finance
Prudential Financial November 2014 - Present
JPMorgan Chase December 2011 - October 2014
American Express July 2010 - December 2011
American Express May 2008 - June 2010
Gonzaga University June 2009 - July 2009
Morgan Stanley March 2006 - April 2008
Goldman Sachs March 2005 - March 2006
JPMorgan June 2003 - March 2005
JPMorgan July 1999 - June 2003
Skills
Business Development, Project Management, Process Improvement, Negotiation, Product Design, Marketing, Relationship Management, Strategy, Financial Modeling, Emerging Markets, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Services, Product Management, Strategic Sales, Business Process Design, User Experience Design, Team Management, Derivatives, Cross-functional Team..., Leadership, Training, Six Sigma, Financial Risk, Banking, Credit Cards, Financial Analysis, Competitive Analysis, Finance, Risk Management, Business Planning, E-commerce, Market Research, Entrepreneurship, Competitive Intelligence, Marketing Strategy, Product Launch, Partner Management, Customer Experience, Digital Marketing, Mobile Marketing, Real Estate Investment..., Career Counseling, Marketing Communications, Product Marketing, Mentoring, B2B Marketing Strategy, Identifying New Revenue...
Education
Gonzaga University 2009 — 2011
MA, Communications & Leadership Studies, Summa Cum Laude
Gonzaga University 2009 — 2010
Certificate, Servant Leadership
Gonzaga University 2009 — 2009
Certificate, International Media
Zicklin School of Business 1999 — 2003
BBA, Marketing Research, concentrating in Finance
Patrick O'Shea's JPMorgan Experience 2000 - 2009
Job Senior Vice President at England & Company
Industry Investment Banking
Experience
England & Company July 2011 - Present
Cora Capital Advisors, LLC July 2010 - July 2011
JPMorgan 2000 - 2009
Merrill Lynch 1999 - 2000
Skills
Mergers, Energy, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Strategy, Valuation
Education
Georgetown University 1995 — 1999
Fordham Prep
England & Company July 2011 - Present
Cora Capital Advisors, LLC July 2010 - July 2011
JPMorgan 2000 - 2009
Merrill Lynch 1999 - 2000
Skills
Mergers, Energy, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Strategy, Valuation
Education
Georgetown University 1995 — 1999
Fordham Prep
Robert Lauer's JPMorgan Experience 1987 - 2007
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital March 2007 - Present
JPMorgan 1987 - 2007
JPMorgan Chase 1987 - 2007
Chase Manhattan Bank 1987 - 2007
JP Morgan 1987 - 2007
Skills
Structured Products, Derivatives, Prime Brokerage, Securities Lending, Hedge Funds, Capital Markets, Investments, Investment Banking, Equities, Banking, Fixed Income, Middle Office, Trading, Equity Derivatives, Series 7, Alternative Investments, Portfolio Management, Financial Services, Trading Systems, Securities, Investment Management, Financial Markets, Asset Management, Bloomberg, Bonds, Private Equity, Electronic Trading
Education
Fordham University 1983 — 1987
BA
St. Anthony's HS 1980 — 1983
High School
Barclays Capital March 2007 - Present
JPMorgan 1987 - 2007
JPMorgan Chase 1987 - 2007
Chase Manhattan Bank 1987 - 2007
JP Morgan 1987 - 2007
Skills
Structured Products, Derivatives, Prime Brokerage, Securities Lending, Hedge Funds, Capital Markets, Investments, Investment Banking, Equities, Banking, Fixed Income, Middle Office, Trading, Equity Derivatives, Series 7, Alternative Investments, Portfolio Management, Financial Services, Trading Systems, Securities, Investment Management, Financial Markets, Asset Management, Bloomberg, Bonds, Private Equity, Electronic Trading
Education
Fordham University 1983 — 1987
BA
St. Anthony's HS 1980 — 1983
High School
Massimo Guglielmetti's JPMorgan Experience January 2012 - August 2012
Job Executive Director Corporate Financial Reporting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
JPMorgan January 2012 - August 2012
JPMorgan September 2005 - January 2012
Morgan Stanley July 1996 - September 2005
Education
Fordham University 1992 — 1996
Xaverian
JPMorgan Chase September 2012 - Present
JPMorgan January 2012 - August 2012
JPMorgan September 2005 - January 2012
Morgan Stanley July 1996 - September 2005
Education
Fordham University 1992 — 1996
Xaverian
Robby Markose's JPMorgan Experience July 2004 - July 2007
Job Samson Investment Partners
Industry Financial Services
Experience
Samson Investment Partners, Inc. September 2009 - Present
JPMorgan July 2004 - July 2007
Skills
Investments, Analysis, Portfolio Management, Accounting, Mergers, Investment Banking, Risk, Valuation, Financial Risk, Strategy, Mergers & Acquisitions, Financial Modeling, Private Equity, Emerging Markets, Corporate Finance, Corporate Development, Due Diligence, Entrepreneurship, Equities, Hedge Funds
Education
Harvard Business School 2007 — 2009
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2004
BBA, Finance, Business Honors
Jesuit College Preparatory School of Dallas 1996 — 2000
Samson Investment Partners, Inc. September 2009 - Present
JPMorgan July 2004 - July 2007
Skills
Investments, Analysis, Portfolio Management, Accounting, Mergers, Investment Banking, Risk, Valuation, Financial Risk, Strategy, Mergers & Acquisitions, Financial Modeling, Private Equity, Emerging Markets, Corporate Finance, Corporate Development, Due Diligence, Entrepreneurship, Equities, Hedge Funds
Education
Harvard Business School 2007 — 2009
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2004
BBA, Finance, Business Honors
Jesuit College Preparatory School of Dallas 1996 — 2000
Mark Scucchi's JPMorgan Experience June 2006 - September 2008
Job Vice President Finance at Range Resources
Industry Oil & Energy
Experience
Range Resources September 2008 - Present
JPMorgan June 2006 - September 2008
Ernst & Young LLP May 2000 - June 2006
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MPA, Masters of Accountancy
Georgetown University 1996 — 2000
BSBA, Finance & Intl Business
Jesuit College Preparatory School 1992 — 1996
Range Resources September 2008 - Present
JPMorgan June 2006 - September 2008
Ernst & Young LLP May 2000 - June 2006
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MPA, Masters of Accountancy
Georgetown University 1996 — 2000
BSBA, Finance & Intl Business
Jesuit College Preparatory School 1992 — 1996
Allison Bellows Tiernan's JPMorgan Experience July 1997 - April 2012
Job Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
JPMorgan July 1997 - April 2012
Skills
Emerging Markets, Fixed Income, Investment Strategies, LBO, Financial Structuring, Structured Products, Asset Allocation, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Credit Risk, Financial Modeling, Investments, Capital Markets, Investment Banking, Valuation
Education
Georgetown University 1993 — 1997
BSFS, Development economics
Maine Coast Semester
Shady Side Academy
Fidelity Investments April 2012 - Present
JPMorgan July 1997 - April 2012
Skills
Emerging Markets, Fixed Income, Investment Strategies, LBO, Financial Structuring, Structured Products, Asset Allocation, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Credit Risk, Financial Modeling, Investments, Capital Markets, Investment Banking, Valuation
Education
Georgetown University 1993 — 1997
BSFS, Development economics
Maine Coast Semester
Shady Side Academy
Oliver Chen, CFA's JPMorgan Experience May 2000 - May 2002
Job Retailing/Specialty Stores Softlines, Retailing/Broadlines & Department Store, and Luxury Analyst
Industry Investment Management
Experience
Cowen and Company October 2014 - Present
Citigroup Investment Research June 2012 - September 2014
Citigroup Investment Research October 2011 - June 2012
Citigroup Investment Research April 2010 - October 2011
Citigroup Investment Research February 2007 - May 2010
UBS Investment Bank August 2006 - February 2007
PepsiCo International - Mergers and Acquisitions Group 2002 - 2004
JPMorgan May 2000 - May 2002
Skills
Financial Modeling, Valuation, Investments, Equity Research, Industry Analysis, Credit Risk, Competitive Analysis, Portfolio Management, Bloomberg, Securities, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Georgetown University 1996 — 2000
BSBA
Loomis Chaffee School 1992 — 1996
High School
Eaglebrook School 1988 — 1992
Junior High
Cowen and Company October 2014 - Present
Citigroup Investment Research June 2012 - September 2014
Citigroup Investment Research October 2011 - June 2012
Citigroup Investment Research April 2010 - October 2011
Citigroup Investment Research February 2007 - May 2010
UBS Investment Bank August 2006 - February 2007
PepsiCo International - Mergers and Acquisitions Group 2002 - 2004
JPMorgan May 2000 - May 2002
Skills
Financial Modeling, Valuation, Investments, Equity Research, Industry Analysis, Credit Risk, Competitive Analysis, Portfolio Management, Bloomberg, Securities, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Georgetown University 1996 — 2000
BSBA
Loomis Chaffee School 1992 — 1996
High School
Eaglebrook School 1988 — 1992
Junior High
Abass Jalloh's JPMorgan Experience Trade Support AnalystJPMorgan Chase1999 - Present
Job Trust Custody Relationship Manager at Huntington NA
Industry Banking
Experience
JPMorgan Trade Support AnalystJPMorgan Chase1999 - Present
Skills
Equities, Bloomberg, Securities, Mutual Funds, Hedge Funds, Portfolio Management, Asset Management, Banking, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Management, Process Improvement, Risk Management, Trading
Education
Franklin University 2003 — 2004
MBA, Finance
The Ohio State University 2000 — 2003
JPMorgan Trade Support AnalystJPMorgan Chase1999 - Present
Skills
Equities, Bloomberg, Securities, Mutual Funds, Hedge Funds, Portfolio Management, Asset Management, Banking, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Management, Process Improvement, Risk Management, Trading
Education
Franklin University 2003 — 2004
MBA, Finance
The Ohio State University 2000 — 2003
Manish Bhagchandani's JPMorgan Experience October 2010 - Present
Job Client Portfolio Management & Business Development
Industry Capital Markets
Experience
JPMorgan October 2010 - Present
Valquest Capital Management January 2008 - September 2010
Youth Connect! February 2004 - December 2007
Skills
Portfolio Management, Entrepreneurship, Business Strategy, Start-ups, Product Management, Hedge Funds, Equities, Capital Raising, Investment Strategies, Fundamental Analysis, Social Finance, Policy Analysis, Credit Derivatives
Education
New York University 2006 — 2008
Master of Science, Financial Engineering & Entrepreneurship, GPA: 3.95/4.00
Gujarat University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, GPA: 3.5/40
JPMorgan October 2010 - Present
Valquest Capital Management January 2008 - September 2010
Youth Connect! February 2004 - December 2007
Skills
Portfolio Management, Entrepreneurship, Business Strategy, Start-ups, Product Management, Hedge Funds, Equities, Capital Raising, Investment Strategies, Fundamental Analysis, Social Finance, Policy Analysis, Credit Derivatives
Education
New York University 2006 — 2008
Master of Science, Financial Engineering & Entrepreneurship, GPA: 3.95/4.00
Gujarat University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, GPA: 3.5/40
Amy Klug's JPMorgan Experience June 2008 - August 2008
Job Director, Investor Relations at Merck
Industry Pharmaceuticals
Experience
Merck June 2014 - Present
Merck December 2013 - June 2014
Merck January 2011 - December 2013
Merck July 2009 - December 2010
JPMorgan June 2008 - August 2008
King Street Capital Management August 2004 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Competitive Analysis, Forecasting, Investments, Credit Risk, Analysis, Corporate Finance, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Financial Instruments & Markets, Management
Georgetown University 2000 — 2004
BA, Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, Economics
Merck June 2014 - Present
Merck December 2013 - June 2014
Merck January 2011 - December 2013
Merck July 2009 - December 2010
JPMorgan June 2008 - August 2008
King Street Capital Management August 2004 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Competitive Analysis, Forecasting, Investments, Credit Risk, Analysis, Corporate Finance, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Financial Instruments & Markets, Management
Georgetown University 2000 — 2004
BA, Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, Economics
Mark Edelstone's JPMorgan Experience June 2007 - February 2013
Job Managing Director at Morgan Stanley Investment Banking
Industry Investment Banking
Experience
Morgan Stanley February 2013 - Present
JPMorgan June 2007 - February 2013
Morgan Stanley 1997 - 2007
Prudential Securities 1989 - 1997
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equity Research, Investment Banking, Start-ups, Equities, IPO, Capital Markets, Mergers & Acquisitions, Investor Relations, Venture Capital, Private Equity, Market Analysis, Management, Corporate Finance, Bloomberg, Hedge Funds, Competitive Analysis, Financial Reporting, Financial Risk, LBO, Emerging Markets, Corporate Development, Due Diligence, Equity Valuation, Semiconductor Industry, Alternative Investments, Private Placements, Fixed Income, Financial Structuring, Equity Capital Markets, Leveraged Finance, Investment Management, Equity Research Analysis
Education
Golden Gate University 1984 — 1990
MBA, Finance, with concentration in investments
University of California, Berkeley 1979 — 1983
Bachelor's degree, Political Economcs
Campolindo High School 1975 — 1979
Morgan Stanley February 2013 - Present
JPMorgan June 2007 - February 2013
Morgan Stanley 1997 - 2007
Prudential Securities 1989 - 1997
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equity Research, Investment Banking, Start-ups, Equities, IPO, Capital Markets, Mergers & Acquisitions, Investor Relations, Venture Capital, Private Equity, Market Analysis, Management, Corporate Finance, Bloomberg, Hedge Funds, Competitive Analysis, Financial Reporting, Financial Risk, LBO, Emerging Markets, Corporate Development, Due Diligence, Equity Valuation, Semiconductor Industry, Alternative Investments, Private Placements, Fixed Income, Financial Structuring, Equity Capital Markets, Leveraged Finance, Investment Management, Equity Research Analysis
Education
Golden Gate University 1984 — 1990
MBA, Finance, with concentration in investments
University of California, Berkeley 1979 — 1983
Bachelor's degree, Political Economcs
Campolindo High School 1975 — 1979
Marc Fryburg's JPMorgan Experience 1986 - 1997
Job Director at Citi Securities and Fund Services
Industry Banking
Experience
Citi July 1997 - Present
Citi Group July 1997 - Present
Citibank July 1997 - Present
Citigroup Global Transaction Services July 1997 - Present
Citigroup 1997 - Present
ISITC 1997 - Present
JPMorgan Chase March 1986 - July 1997
JPMorgan 1986 - 1997
Chase Manhattan Bank 1986 - 1997
Skills
Settlement, Valuation, Securities, Risk Management, Relationship Management, Product Management, Portfolio Management, Payments, Mutual Funds, Middle Office, Key Account..., Hedge Funds, Investment Banking, Global Custody, Fixed Income, Financial Services, Financial Risk, Financial Markets, Equities, Credit Risk, Corporate Actions, Capital Markets, Derivatives, Asset Management, Back Office, Banking, Bonds
Education
Hartwick College 1981 — 1985
Citi July 1997 - Present
Citi Group July 1997 - Present
Citibank July 1997 - Present
Citigroup Global Transaction Services July 1997 - Present
Citigroup 1997 - Present
ISITC 1997 - Present
JPMorgan Chase March 1986 - July 1997
JPMorgan 1986 - 1997
Chase Manhattan Bank 1986 - 1997
Skills
Settlement, Valuation, Securities, Risk Management, Relationship Management, Product Management, Portfolio Management, Payments, Mutual Funds, Middle Office, Key Account..., Hedge Funds, Investment Banking, Global Custody, Fixed Income, Financial Services, Financial Risk, Financial Markets, Equities, Credit Risk, Corporate Actions, Capital Markets, Derivatives, Asset Management, Back Office, Banking, Bonds
Education
Hartwick College 1981 — 1985
Andrew Gittler's JPMorgan Experience January 1987 - April 2000
Job at Bank of TokyoMitsubishi
Industry Banking
Experience
Bank of Tokyo-Mitsubishi August 2010 - Present
Bank of Tokyo-Mitsubishi UFJ 2008 - August 2010
Credit Suisse April 2000 - November 2007
JPMorgan January 1987 - April 2000
Skills
Risk Management, Capital Markets, Emerging Markets, Structured Finance, Fixed Income, Investments, Financial Risk, Credit Risk, Derivatives, Banking, Options
Education
Franklin & Marshall College 1983 — 1987
BA, Political Science
Bank of Tokyo-Mitsubishi August 2010 - Present
Bank of Tokyo-Mitsubishi UFJ 2008 - August 2010
Credit Suisse April 2000 - November 2007
JPMorgan January 1987 - April 2000
Skills
Risk Management, Capital Markets, Emerging Markets, Structured Finance, Fixed Income, Investments, Financial Risk, Credit Risk, Derivatives, Banking, Options
Education
Franklin & Marshall College 1983 — 1987
BA, Political Science
Bill Pyles's JPMorgan Experience March 2001 - October 2001
Job Financial Advisor
Industry Financial Services
Experience
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
Scott Army's JPMorgan Experience May 2005 - Present
Job Trader at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan May 2005 - Present
Skills
Bloomberg, Fixed Income
Education
Georgetown University 2001 — 2005
JPMorgan May 2005 - Present
Skills
Bloomberg, Fixed Income
Education
Georgetown University 2001 — 2005
Jean Suh's JPMorgan Experience 2008 - 2009
Job University of Chicago Law School Student
Industry Law Practice
Experience
JPMorgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
University of Chicago Law School 2009 — 2012
JD
Georgetown University
JPMorgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
University of Chicago Law School 2009 — 2012
JD
Georgetown University
Charles Spiggle's JPMorgan Experience September 2001 - March 2005
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Securities January 2008 - December 2008
Wachovia Securities April 2005 - February 2008
JPMorgan September 2001 - March 2005
Education
University of Virginia 1999 — 2001
MBA
Georgia Institute of Technology 1986 — 1992
Bachelors, Mechanical Engineering
Walsingham Academy 1982 — 1986
Wells Fargo Securities 2009 - Present
Wachovia Securities January 2008 - December 2008
Wachovia Securities April 2005 - February 2008
JPMorgan September 2001 - March 2005
Education
University of Virginia 1999 — 2001
MBA
Georgia Institute of Technology 1986 — 1992
Bachelors, Mechanical Engineering
Walsingham Academy 1982 — 1986
Robert. Kent's JPMorgan Experience May 1996 - July 2013
Job Vice President, National Sales Director
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
JPMorgan May 1996 - July 2013
Invesco Ltd. March 1993 - April 1996
Towers Perrin January 1988 - March 1993
Skills
Asset Management, Mutual Funds, Series 63, 401k, Series 7, Employee Benefits, Retirement, Wealth Management, Financial Services, Retirement Planning, Investments, Alternative Investments, Pensions, Securities, Asset Allocation
Education
Georgia Institute of Technology 1981 — 1985
Management Science
Wells Fargo July 2013 - Present
JPMorgan May 1996 - July 2013
Invesco Ltd. March 1993 - April 1996
Towers Perrin January 1988 - March 1993
Skills
Asset Management, Mutual Funds, Series 63, 401k, Series 7, Employee Benefits, Retirement, Wealth Management, Financial Services, Retirement Planning, Investments, Alternative Investments, Pensions, Securities, Asset Allocation
Education
Georgia Institute of Technology 1981 — 1985
Management Science
Janice D'Arco's JPMorgan Experience 2003 - 2006
Job Citigroup, Institutional Clients Group, Director
Industry Banking
Experience
Citigroup 2006 - 2012
JPMorgan 2003 - 2006
Bank of America 1997 - 2000
The North County Times March 1996 - August 1996
Skills
Investment Banking, Project Finance, Leveraged Finance, Capital Structure, Capital Markets, Finance, Corporate Finance, Fixed Income
Education
Georgetown University 2000 — 2003
MBA & MSFS, Finance & Foreign Affairs
Northwestern University 1993 — 1997
BS & BSJ, Economics & Journalism
St. Ignatius College Prep 1993 — 1997
Citigroup 2006 - 2012
JPMorgan 2003 - 2006
Bank of America 1997 - 2000
The North County Times March 1996 - August 1996
Skills
Investment Banking, Project Finance, Leveraged Finance, Capital Structure, Capital Markets, Finance, Corporate Finance, Fixed Income
Education
Georgetown University 2000 — 2003
MBA & MSFS, Finance & Foreign Affairs
Northwestern University 1993 — 1997
BS & BSJ, Economics & Journalism
St. Ignatius College Prep 1993 — 1997
Billy Weeks's JPMorgan Experience March 2001 - August 2002
Job Systems Architect at Atlantix Global Systems
Industry Information Technology and Services
Experience
Atlantix Global Systems October 2010 - Present
Consecta December 2009 - October 2010
AT&T July 2004 - October 2009
Convergys 2004 - 2009
Cingular 2004 - 2008
Goodman Manufacturing August 2002 - 2004
jpmorgan March 2001 - August 2002
chase manhattan April 1996 - March 2001
LUTC August 1994 - April 1996
Artery Org. 1984 - 1989
Skills
SQL, Java, C++, Objective-C, Pascal, Pdf, Clipper, PostScript, Databases, RPG, IBM iSeries, PHP, EGL, IBM AS/400, Unix, COBOL, Solution Architecture, Agile Methodologies, Software Development, Software Project..., Eclipse, SOAP, Visio, TCP/IP, Integration, Servers, Mobile Devices, Disaster Recovery, Java Enterprise Edition, DB2, Cloud Computing, Subversion, SDLC, Tomcat, Database Design, OS/400, SOA, Web Services, JavaScript, XML, Websphere
Education
George Mason University 1983 — 1988
Atlantix Global Systems October 2010 - Present
Consecta December 2009 - October 2010
AT&T July 2004 - October 2009
Convergys 2004 - 2009
Cingular 2004 - 2008
Goodman Manufacturing August 2002 - 2004
jpmorgan March 2001 - August 2002
chase manhattan April 1996 - March 2001
LUTC August 1994 - April 1996
Artery Org. 1984 - 1989
Skills
SQL, Java, C++, Objective-C, Pascal, Pdf, Clipper, PostScript, Databases, RPG, IBM iSeries, PHP, EGL, IBM AS/400, Unix, COBOL, Solution Architecture, Agile Methodologies, Software Development, Software Project..., Eclipse, SOAP, Visio, TCP/IP, Integration, Servers, Mobile Devices, Disaster Recovery, Java Enterprise Edition, DB2, Cloud Computing, Subversion, SDLC, Tomcat, Database Design, OS/400, SOA, Web Services, JavaScript, XML, Websphere
Education
George Mason University 1983 — 1988
Mary Degnan's JPMorgan Experience August 1998 - June 2005
Job Regulatory Portfolio Management at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank February 2012 - Present
UBS Investment Bank July 2009 - March 2011
UBS Investment Bank November 2006 - February 2009
JPMorgan August 1998 - June 2005
JPMorgan July 1985 - March 1996
Skills
Business Analysis, Change Management, Finance, Forecasting, Governance, IT Management, Infrastructure, Integration, Management, Management Consulting, PMO, Portfolio Management, Process Improvement, Program Management, Quality Assurance, Requirements Gathering, Resource Management, Investment Banking, SDLC, FX Options, CRM, Financial Risk, IT Strategy
Education
Fordham University 1981 — 1985
Bachelor of Science, Business with concentration in Information Science
Christ the King High School
Deutsche Bank February 2012 - Present
UBS Investment Bank July 2009 - March 2011
UBS Investment Bank November 2006 - February 2009
JPMorgan August 1998 - June 2005
JPMorgan July 1985 - March 1996
Skills
Business Analysis, Change Management, Finance, Forecasting, Governance, IT Management, Infrastructure, Integration, Management, Management Consulting, PMO, Portfolio Management, Process Improvement, Program Management, Quality Assurance, Requirements Gathering, Resource Management, Investment Banking, SDLC, FX Options, CRM, Financial Risk, IT Strategy
Education
Fordham University 1981 — 1985
Bachelor of Science, Business with concentration in Information Science
Christ the King High School
Vicki Armentrout, MBA's JPMorgan Experience 1996 - 2003
Job Specialist, IT Analysis, Nationwide Investments at Nationwide Insurance & Level 1 Candidate in CFA Program
Industry Investment Management
Experience
Nationwide Insurance January 2014 - Present
Sophisticated Systems, Inc. June 2013 - January 2014
CFA Society Columbus January 2013 - June 2013
Cardinal Health November 2009 - July 2012
JPMorgan Chase 2003 - 2008
JPMorgan 1996 - 2003
JPMorgan 1994 - 1996
Skills
Process Improvement, Analysis, Project Management, Business Intelligence, Management, Banking, Financial Analysis, Financial Reporting, Fixed Assets, Investments, Finance, Leadership, Budgets, Project Planning, Business Analysis, Equity Research, Information Technology, Training, Cash Management, Disbursement, Research, SAP, Treasury Management, Microsoft SQL Server, Relational Databases, Web Development
Education
Franklin University 2010 — 2010
MBA, Masters of Business Administration GPA 4.0
Franklin University 2003 — 2010
Bachelors of Science, Financial Management, Summa Cum Laude, GPA 3.91
Franklin University 2003 — 2010
Bachelor of Science (BS), Financial Management
Nationwide Insurance January 2014 - Present
Sophisticated Systems, Inc. June 2013 - January 2014
CFA Society Columbus January 2013 - June 2013
Cardinal Health November 2009 - July 2012
JPMorgan Chase 2003 - 2008
JPMorgan 1996 - 2003
JPMorgan 1994 - 1996
Skills
Process Improvement, Analysis, Project Management, Business Intelligence, Management, Banking, Financial Analysis, Financial Reporting, Fixed Assets, Investments, Finance, Leadership, Budgets, Project Planning, Business Analysis, Equity Research, Information Technology, Training, Cash Management, Disbursement, Research, SAP, Treasury Management, Microsoft SQL Server, Relational Databases, Web Development
Education
Franklin University 2010 — 2010
MBA, Masters of Business Administration GPA 4.0
Franklin University 2003 — 2010
Bachelors of Science, Financial Management, Summa Cum Laude, GPA 3.91
Franklin University 2003 — 2010
Bachelor of Science (BS), Financial Management
Christine Augustine's JPMorgan Experience January 2012 - Present
Job Portfolio Manager
Industry Financial Services
Experience
JPMorgan January 2012 - Present
Hilltop Park Associates LLC August 2008 - December 2011
Bear Stearns 2002 - 2008
ING Furman Selz 1997 - 2002
Education
Georgetown University
BS
Harvard Business School
JPMorgan January 2012 - Present
Hilltop Park Associates LLC August 2008 - December 2011
Bear Stearns 2002 - 2008
ING Furman Selz 1997 - 2002
Education
Georgetown University
BS
Harvard Business School
Michele GOFFIN's JPMorgan Experience September 1982 - June 2002
Job Former M&A banker (JPM Chase): Tech, Telecom
Industry Investment Banking
Experience
JPMorgan September 1982 - June 2002
Skills
Investment Banking, Mergers, Financial Modeling, Capital Markets, Strategy, Financial Structuring, Restructuring, Joint Ventures, Mergers & Acquisitions, Equities, Investments, Banking, Financial Analysis, Management, Marketing
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
Georgetown University 1976 — 1980
BSBA, Intl Marketing ; Economics
JPMorgan September 1982 - June 2002
Skills
Investment Banking, Mergers, Financial Modeling, Capital Markets, Strategy, Financial Structuring, Restructuring, Joint Ventures, Mergers & Acquisitions, Equities, Investments, Banking, Financial Analysis, Management, Marketing
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
Georgetown University 1976 — 1980
BSBA, Intl Marketing ; Economics
Peggy McGuinness's JPMorgan Experience August 1998 - Present
Job Executive Director Finance at JPMorgan
Industry Financial Services
Experience
JPMorgan August 1998 - Present
Education
Fordham University 1994 — 1998
JPMorgan August 1998 - Present
Education
Fordham University 1994 — 1998
Lauren Puglisi's JPMorgan Experience July 2000 - Present
Job Managing Director at JPMorgan
Industry Capital Markets
Experience
JPMorgan July 2000 - Present
Skills
Series 7, 55, 63 ..., Asset Management, Capital Markets, Asset Allocation, Equity Trading, Investment Banking, Equities, Financial Analysis, Trading Systems, Hedge Funds, Series 63, Bloomberg, Investment Strategies, Global Macro, Fixed Income, Private Equity, Trading, Investments, Mutual Funds, Equity Research, Options, Derivatives, Equity Derivatives, Series 7, Electronic Trading, Alternative Investments, Bonds, ETFs, FX Options, Structured Products, Financial Markets, Prime Brokerage, Securities, Swaps
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business Management and Accounting/ Government (joint major)
Oxford University 1999 — 1999
JPMorgan July 2000 - Present
Skills
Series 7, 55, 63 ..., Asset Management, Capital Markets, Asset Allocation, Equity Trading, Investment Banking, Equities, Financial Analysis, Trading Systems, Hedge Funds, Series 63, Bloomberg, Investment Strategies, Global Macro, Fixed Income, Private Equity, Trading, Investments, Mutual Funds, Equity Research, Options, Derivatives, Equity Derivatives, Series 7, Electronic Trading, Alternative Investments, Bonds, ETFs, FX Options, Structured Products, Financial Markets, Prime Brokerage, Securities, Swaps
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business Management and Accounting/ Government (joint major)
Oxford University 1999 — 1999
Trina Wittman's JPMorgan Experience July 1996 - August 2003
Job Designer Men's Apparel
Industry Apparel & Fashion
Experience
Kent & Curwen September 2012 - Present
Bonobos June 2011 - August 2012
Jack Spade 2008 - 2010
Original Penguin 2006 - 2008
Donna Karan January 2006 - May 2006
Motu Tane May 2005 - August 2005
Barclays Capital August 2003 - January 2005
JPMorgan July 1996 - August 2003
Skills
Apparel, Fashion, Sourcing, Creative Direction, Pattern, Sportswear, InDesign, Knitwear, Trend, Merchandising, Fashion Design, Illustrator, Trend Analysis
Education
Parsons School of Design 2005 — 2006
Fashion Design
Georgetown University - The McDonough School of Business
BSBA, Finance, Marketing
Kent & Curwen September 2012 - Present
Bonobos June 2011 - August 2012
Jack Spade 2008 - 2010
Original Penguin 2006 - 2008
Donna Karan January 2006 - May 2006
Motu Tane May 2005 - August 2005
Barclays Capital August 2003 - January 2005
JPMorgan July 1996 - August 2003
Skills
Apparel, Fashion, Sourcing, Creative Direction, Pattern, Sportswear, InDesign, Knitwear, Trend, Merchandising, Fashion Design, Illustrator, Trend Analysis
Education
Parsons School of Design 2005 — 2006
Fashion Design
Georgetown University - The McDonough School of Business
BSBA, Finance, Marketing
Kelly Coffey's JPMorgan Experience March 2015 - Present
Job CEO, US Private Bank, J.P. Morgan
Industry Financial Services
Experience
JPMorgan March 2015 - Present
Goldman Sachs December 2003 - July 2006
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Hedge Funds, Derivatives, Private Equity, Investments, Asset Management, Alternative Investments, Portfolio Management, Private Banking, Corporate Finance, Structured Products, Wealth Management, Financial Markets, Bloomberg, FX Options
Education
Georgetown University 1987 — 1989
Master of Science (MS), Foreign Service
Lafayette College 1983 — 1987
Bachelor of Arts (B.A.), International Affairs and French
JPMorgan March 2015 - Present
Goldman Sachs December 2003 - July 2006
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Hedge Funds, Derivatives, Private Equity, Investments, Asset Management, Alternative Investments, Portfolio Management, Private Banking, Corporate Finance, Structured Products, Wealth Management, Financial Markets, Bloomberg, FX Options
Education
Georgetown University 1987 — 1989
Master of Science (MS), Foreign Service
Lafayette College 1983 — 1987
Bachelor of Arts (B.A.), International Affairs and French
Haian Wang, CFA's JPMorgan Experience June 2007 - August 2007
Job AVP at Bank of America
Industry Capital Markets
Experience
Bank of America November 2010 - Present
Deloitte & Touche January 2008 - November 2010
JPMorgan June 2007 - August 2007
Skills
VBA, SAS, Bloomberg, Matlab, Java, Microsoft Excel, Mathematica, Software, MySQL, PHP, Minitab, CPLEX, Quantitative Finance, Monte Carlo Simulation, R
Education
Fudan University
BS, Physics
Georgia Institute of Technology
MS, Quantitative and Computational Finance
Georgia Institute of Technology
MS, Electrical and Computer Engineering
Georgia Institute of Technology
MS, Physics
Xiangming Middle School
Bank of America November 2010 - Present
Deloitte & Touche January 2008 - November 2010
JPMorgan June 2007 - August 2007
Skills
VBA, SAS, Bloomberg, Matlab, Java, Microsoft Excel, Mathematica, Software, MySQL, PHP, Minitab, CPLEX, Quantitative Finance, Monte Carlo Simulation, R
Education
Fudan University
BS, Physics
Georgia Institute of Technology
MS, Quantitative and Computational Finance
Georgia Institute of Technology
MS, Electrical and Computer Engineering
Georgia Institute of Technology
MS, Physics
Xiangming Middle School
Alex Gorodetsky's JPMorgan Experience June 2008 - August 2008
Job Electronic Trading Products
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
NYSE January 2014 - September 2014
NYSE Euronext January 2012 - December 2013
NYSE Euronext June 2009 - December 2011
JPMorgan June 2008 - August 2008
Renaissance Technologies 2006 - 2008
Skills
Equities, Electronic Trading, Trading Systems, Series 7, Data Analysis, Risk Management, Financial Modeling, Series 63, Capital Markets, Bloomberg, VBA, Microsoft Excel, Equity Trading, Trading System, Market Structure, Financial Analysis, Data Modeling, SQL, Excel, Equity Capital Markets, HTML/XML, Thomson One, SDLC, Market Data
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Georgetown University 2006 — 2009
BSBA
Georgetown University - The McDonough School of Business 2006 — 2009
BSBA
Phillips Exeter Academy 2001 — 2005
J.P. Morgan September 2014 - Present
NYSE January 2014 - September 2014
NYSE Euronext January 2012 - December 2013
NYSE Euronext June 2009 - December 2011
JPMorgan June 2008 - August 2008
Renaissance Technologies 2006 - 2008
Skills
Equities, Electronic Trading, Trading Systems, Series 7, Data Analysis, Risk Management, Financial Modeling, Series 63, Capital Markets, Bloomberg, VBA, Microsoft Excel, Equity Trading, Trading System, Market Structure, Financial Analysis, Data Modeling, SQL, Excel, Equity Capital Markets, HTML/XML, Thomson One, SDLC, Market Data
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Georgetown University 2006 — 2009
BSBA
Georgetown University - The McDonough School of Business 2006 — 2009
BSBA
Phillips Exeter Academy 2001 — 2005
Jason Silverstein's JPMorgan Experience June 2008 - June 2010
Job Executive Director & Associate General Counsel at CME Group Inc.
Industry Financial Services
Experience
CME Group Inc. June 2010 - Present
JPMorgan June 2008 - June 2010
Bear Stearns June 2005 - May 2008
Clifford Chance 2000 - 2005
Clifford Chance US LLP 2000 - 2005
Skills
Securities, Structured Finance, Derivatives, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Equities, Alternative Investments, Fixed Income, Private Equity, Trading, Credit Derivatives, Structured Products, Swaps, Financial Services, ISDA, Financial Regulation, Interest Rate..., Corporate Finance, Dodd-Frank, CDO, Commodity, Options
Education
Fordham University School of Law 1998 — 2001
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Accounting
CME Group Inc. June 2010 - Present
JPMorgan June 2008 - June 2010
Bear Stearns June 2005 - May 2008
Clifford Chance 2000 - 2005
Clifford Chance US LLP 2000 - 2005
Skills
Securities, Structured Finance, Derivatives, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Equities, Alternative Investments, Fixed Income, Private Equity, Trading, Credit Derivatives, Structured Products, Swaps, Financial Services, ISDA, Financial Regulation, Interest Rate..., Corporate Finance, Dodd-Frank, CDO, Commodity, Options
Education
Fordham University School of Law 1998 — 2001
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Accounting
Gerry Murray's JPMorgan Experience Managing Director, Head of North American Leveraged FinanceJ. P. Morgan1994 - Present
Job Managing Director, Head of North American Leveraged Finance at J. P. Morgan
Industry Investment Banking
Experience
JPMorgan Managing Director, Head of North American Leveraged FinanceJ. P. Morgan1994 - Present
Education
Georgetown University 1981 — 1985
BA, Economics
JPMorgan Managing Director, Head of North American Leveraged FinanceJ. P. Morgan1994 - Present
Education
Georgetown University 1981 — 1985
BA, Economics
Andrew Rapport's JPMorgan Experience June 2006 - August 2006
Job Software Engineer at Yodle
Industry Computer Software
Experience
Barclays July 2012 - July 2014
Barclays Capital June 2011 - August 2011
Power Map LLC/Rutgers University July 2010 - August 2010
JPMorgan Chase July 2007 - July 2008
JPMorgan June 2006 - August 2006
Skills
Software Development, Financial Analysis, Financial Modeling, Financial Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
B.S., Electrical and Computer Engineering
Georgetown University 2003 — 2007
B.S. in Business Administration, Finance, Accounting, Economics (minor)
Ridgewood High School 1999 — 2003
High School
Barclays July 2012 - July 2014
Barclays Capital June 2011 - August 2011
Power Map LLC/Rutgers University July 2010 - August 2010
JPMorgan Chase July 2007 - July 2008
JPMorgan June 2006 - August 2006
Skills
Software Development, Financial Analysis, Financial Modeling, Financial Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
B.S., Electrical and Computer Engineering
Georgetown University 2003 — 2007
B.S. in Business Administration, Finance, Accounting, Economics (minor)
Ridgewood High School 1999 — 2003
High School
Milton Miyashiro's JPMorgan Experience May 2008 - August 2009
Job Head of Regulatory Compliance for Evaluations at Thomson Reuters
Industry Investment Banking
Experience
Thomson Reuters June 2012 - Present
Merrill Lynch Pierce Fenner & Smith March 2010 - May 2012
Thomson Reuters August 2009 - March 2010
JPMorgan May 2008 - August 2009
Bear Stearns 1999 - 2008
Price Waterhouse Coopers December 1997 - December 1998
ABN AMRO Bank (LaSalle Bank NA) 1994 - 1997
Bankers Trust December 1992 - October 1994
Security Pacific Bank May 1991 - August 1992
Smith, Linden, & Basso January 1988 - April 1991
Education
Golden Gate University 1990 — 1993
MS, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
Thomson Reuters June 2012 - Present
Merrill Lynch Pierce Fenner & Smith March 2010 - May 2012
Thomson Reuters August 2009 - March 2010
JPMorgan May 2008 - August 2009
Bear Stearns 1999 - 2008
Price Waterhouse Coopers December 1997 - December 1998
ABN AMRO Bank (LaSalle Bank NA) 1994 - 1997
Bankers Trust December 1992 - October 1994
Security Pacific Bank May 1991 - August 1992
Smith, Linden, & Basso January 1988 - April 1991
Education
Golden Gate University 1990 — 1993
MS, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
Greg Coules's JPMorgan Experience 2003 - 2004
Job President at JG Coules Advisors
Industry Financial Services
Experience
JG Coules Advisors August 2012 - Present
Private Family Foundation 2005 - Present
Hunter Advisors 2009 - August 2012
Brencourt Advisors March 2007 - April 2008
Metropolitan Capital Advisors January 2004 - March 2007
JPMorgan 2003 - 2004
Morgan Stanley 1999 - 2003
Education
Harvard Business School 1997 — 1999
M.B.A.
University of Chicago Law School 1992 — 1995
J.D., Law
The University of Chicago 1988 — 1992
B.A., Economics
Portage High School
JG Coules Advisors August 2012 - Present
Private Family Foundation 2005 - Present
Hunter Advisors 2009 - August 2012
Brencourt Advisors March 2007 - April 2008
Metropolitan Capital Advisors January 2004 - March 2007
JPMorgan 2003 - 2004
Morgan Stanley 1999 - 2003
Education
Harvard Business School 1997 — 1999
M.B.A.
University of Chicago Law School 1992 — 1995
J.D., Law
The University of Chicago 1988 — 1992
B.A., Economics
Portage High School
Joaquin Alvarez Menendez's JPMorgan Experience 1999 - 2002
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup 2006 - Present
Pazam S.A. 2003 - 2005
JPMorgan 1999 - 2002
CEI Citicorp Holdings S.A. 1996 - 2000
PriceWaterhouse Coopers 1993 - 1996
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
IESE Business School 1999 — 1999
MBA Exchange Program, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1996
BS Business Adminsitration, CPA
Citigroup 2006 - Present
Pazam S.A. 2003 - 2005
JPMorgan 1999 - 2002
CEI Citicorp Holdings S.A. 1996 - 2000
PriceWaterhouse Coopers 1993 - 1996
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
IESE Business School 1999 — 1999
MBA Exchange Program, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1996
BS Business Adminsitration, CPA
Vijay Rawat's JPMorgan Experience 2004 - 2008
Job Managing Director at GrowthPoint Technology Partners
Industry Investment Banking
Experience
GrowthPoint Technology Partners 2015 - Present
Jefferies & Company 2009 - 2015
JPMorgan 2004 - 2008
Nextel 2002 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Due Diligence, Management, Financial Analysis, Equities, Business Strategy, Investments, Corporate Development, Strategy, Finance
Education
George Mason University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Southern California
MS, Electrical Engineering
GrowthPoint Technology Partners 2015 - Present
Jefferies & Company 2009 - 2015
JPMorgan 2004 - 2008
Nextel 2002 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Due Diligence, Management, Financial Analysis, Equities, Business Strategy, Investments, Corporate Development, Strategy, Finance
Education
George Mason University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Southern California
MS, Electrical Engineering
Deborah Marcus's JPMorgan Experience August 2003 - September 2008
Job Compliance Manager and Attorney
Industry Investment Banking
Experience
JPMorgan August 2003 - September 2008
Milbank, Tweed, Hadley & McCloy LLP 2000 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 2003
Skills
Compliance, Securities, Securities Regulation, Series 7, Series 24
Education
Fordham University School of Law 1994 — 1997
JD
Syracuse University 1988 — 1991
B.S., S.I. Newhouse School of Public Communications
JPMorgan August 2003 - September 2008
Milbank, Tweed, Hadley & McCloy LLP 2000 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 2003
Skills
Compliance, Securities, Securities Regulation, Series 7, Series 24
Education
Fordham University School of Law 1994 — 1997
JD
Syracuse University 1988 — 1991
B.S., S.I. Newhouse School of Public Communications
Taugh Lynch's JPMorgan Experience Vice PresidentJPMorgan Chase2008 - Present
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
David Marchlik's JPMorgan Experience January 2000 - Present
Job Vice President at JPMorgan
Industry Accounting
Experience
JPMorgan January 2000 - Present
MBNA May 1997 - January 2000
Applied Card Systems January 1997 - May 1997
Skills
Investment Banking, Options, Accounting, Financial Modeling, Customer Service, Capital Markets, Financial Analysis, Risk Management, Valuation, Banking, Fixed Income, Equities, Investments, Corporate Finance, Derivatives
Education
Goldey Beacom College 1999 — 2001
MBA, Finance
University of Oklahoma 1990 — 1996
BA, English
JPMorgan January 2000 - Present
MBNA May 1997 - January 2000
Applied Card Systems January 1997 - May 1997
Skills
Investment Banking, Options, Accounting, Financial Modeling, Customer Service, Capital Markets, Financial Analysis, Risk Management, Valuation, Banking, Fixed Income, Equities, Investments, Corporate Finance, Derivatives
Education
Goldey Beacom College 1999 — 2001
MBA, Finance
University of Oklahoma 1990 — 1996
BA, English
LaDon McLemore's JPMorgan Experience January 2008 - October 2010
Job Financial Professional
Industry Insurance
Experience
New York Life Insurance Company October 2011 - Present
JPMorgan January 2008 - October 2010
AIG Retirement Services September 2005 - December 2007
Foresters December 2003 - August 2005
AIG American General September 1999 - December 2003
Skills
Mutual Funds, Customer Relations, Mergers, Long Term Care, 401k, 529 Plans, Disability Insurance, Annuities, IRA's, Whole Life, Term Life Insurance, Universal Life, 403b, Series 6, Series 63, Fixed Annuities, IRAs, Insurance, Life Insurance, Long-term Care
Education
Grand Valley State University 1993 — 1996
BS, Crimainal Justice
Muskegon Community College 1989 — 1993
AA, Criminal Justice
New York Life Insurance Company October 2011 - Present
JPMorgan January 2008 - October 2010
AIG Retirement Services September 2005 - December 2007
Foresters December 2003 - August 2005
AIG American General September 1999 - December 2003
Skills
Mutual Funds, Customer Relations, Mergers, Long Term Care, 401k, 529 Plans, Disability Insurance, Annuities, IRA's, Whole Life, Term Life Insurance, Universal Life, 403b, Series 6, Series 63, Fixed Annuities, IRAs, Insurance, Life Insurance, Long-term Care
Education
Grand Valley State University 1993 — 1996
BS, Crimainal Justice
Muskegon Community College 1989 — 1993
AA, Criminal Justice
Pauline (Watson) Searle's JPMorgan Experience VP Human Resources Business PartnerJP Morgan2000 - Present
Job VP Human Resources Business Partner at JPMorgan
Industry Human Resources
Experience
JPMorgan VP Human Resources Business PartnerJP Morgan2000 - Present
Education
Glasgow Caledonian University 1995 — 1999
BA (Hons), Law and Administration
JPMorgan VP Human Resources Business PartnerJP Morgan2000 - Present
Education
Glasgow Caledonian University 1995 — 1999
BA (Hons), Law and Administration
Patrick Marsh's JPMorgan Experience July 2000 - September 2010
Job Managing Director at Citi
Industry Banking
Experience
Citi September 2010 - Present
JPMorgan July 2000 - September 2010
Bear Stearns 2000 - 2008
BHF (USA) Capital Corporation 1998 - 2000
Skills
Investment Banking, Portfolio Management, Restructuring, Mergers & Acquisitions, Capital Markets, Banking, Credit, Mergers, Strategy, Fixed Income, Management, Finance, Financial Institutions, Leveraged Finance, Financial Structuring, Private Equity, Structured Finance, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Accounting
Fordham University 1985 — 1989
BA, Politcal Science/Economics
Citi September 2010 - Present
JPMorgan July 2000 - September 2010
Bear Stearns 2000 - 2008
BHF (USA) Capital Corporation 1998 - 2000
Skills
Investment Banking, Portfolio Management, Restructuring, Mergers & Acquisitions, Capital Markets, Banking, Credit, Mergers, Strategy, Fixed Income, Management, Finance, Financial Institutions, Leveraged Finance, Financial Structuring, Private Equity, Structured Finance, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Accounting
Fordham University 1985 — 1989
BA, Politcal Science/Economics
Dolan Talukdar's JPMorgan Experience January 2005 - January 2007
Job Associate at First Atlantic Capital, Ltd.
Industry Venture Capital & Private Equity
Experience
First Atlantic Capital, Ltd. Associate - Global Sponsor FinanceGE Commercial FinanceJanuary 2007 - March 2008
JPMorgan January 2005 - January 2007
Education
Grinnell College 2001 — 2004
B.A., Economics
First Atlantic Capital, Ltd. Associate - Global Sponsor FinanceGE Commercial FinanceJanuary 2007 - March 2008
JPMorgan January 2005 - January 2007
Education
Grinnell College 2001 — 2004
B.A., Economics
George Couto's JPMorgan Experience August 2006 - July 2008
Job Investment Professional at Palladium Equity
Industry Venture Capital & Private Equity
Experience
Palladium Equity 2014 - Present
PayChoice 2010 - 2011
Great Hill Partners 2008 - 2011
JPMorgan August 2006 - July 2008
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, Portuguese, Financial Markets, Portfolio Management, Alternative Investments, Financial Structuring, Mergers & Acquisitions, Venture Capital, Investments, LBO, Asset Management, Hedge Funds, Buyouts, Equities, Growth Capital, Recapitalizations, Accounting, Mergers, Equity Research Analysis
Education
Harvard Business School 2012 — 2014
MBA
Stevens Institute of Technology 2005 — 2006
Master of Engineering, Systems Engineering
Stevens Institute of Technology 2002 — 2006
Bachelor of Engineering, Engineering Management
Palladium Equity 2014 - Present
PayChoice 2010 - 2011
Great Hill Partners 2008 - 2011
JPMorgan August 2006 - July 2008
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, Portuguese, Financial Markets, Portfolio Management, Alternative Investments, Financial Structuring, Mergers & Acquisitions, Venture Capital, Investments, LBO, Asset Management, Hedge Funds, Buyouts, Equities, Growth Capital, Recapitalizations, Accounting, Mergers, Equity Research Analysis
Education
Harvard Business School 2012 — 2014
MBA
Stevens Institute of Technology 2005 — 2006
Master of Engineering, Systems Engineering
Stevens Institute of Technology 2002 — 2006
Bachelor of Engineering, Engineering Management
Gregory Garber's JPMorgan Experience December 1992 - June 1998
Job Ruby on Rails Developer at Major Telecom
Industry Telecommunications
Experience
a major telecom May 2011 - Present
Horizon Blue Cross Blue Shield of New Jersey September 2010 - April 2011
Fiserv March 2010 - August 2010
Washington Mutual Bank August 2003 - January 2009
Marshall Space Flight Center December 2002 - March 2003
Chubb Corporation January 2001 - June 2002
Chase June 1998 - November 2000
JPMorgan December 1992 - June 1998
Skills
DB2, SDLC, Agile Methodologies, SQL, Requirements Analysis, Business Analysis, XML, Web Services, C#, Software Development, SOA, Java, .NET, SharePoint, Databases, Requirements Gathering, Scrum, Business Requirements, CSS, Ruby on Rails, Oracle
Education
Gubkin Russian State University of Oil and Gas 1977 — 1982
MS, Computer Science, Applied Mathematics
a major telecom May 2011 - Present
Horizon Blue Cross Blue Shield of New Jersey September 2010 - April 2011
Fiserv March 2010 - August 2010
Washington Mutual Bank August 2003 - January 2009
Marshall Space Flight Center December 2002 - March 2003
Chubb Corporation January 2001 - June 2002
Chase June 1998 - November 2000
JPMorgan December 1992 - June 1998
Skills
DB2, SDLC, Agile Methodologies, SQL, Requirements Analysis, Business Analysis, XML, Web Services, C#, Software Development, SOA, Java, .NET, SharePoint, Databases, Requirements Gathering, Scrum, Business Requirements, CSS, Ruby on Rails, Oracle
Education
Gubkin Russian State University of Oil and Gas 1977 — 1982
MS, Computer Science, Applied Mathematics
Alvin Price, M.A.'s JPMorgan Experience September 2003 - January 2005
Job Assistant Vice President at Regions Financial
Industry Financial Services
Experience
Regions Financial Corporation January 2014 - Present
JPMorgan Chase 2005 - January 2014
JPMorgan September 2003 - January 2005
JPMorgan Chase September 2001 - September 2003
Skills
Credit, Small Business Lending, Treasury Services, Commercial Lending, Consumer Lending, Loan Origination, Commercial Banking, Portfolio Management, Banking, Strategy, Leadership, Sales, Sales Management, Training, Team Building, Coaching, Relationship Management, Customer Service, Retail Banking, Financial Services, Cross Selling, Credit Cards, Branch Management, Risk Management, Management, Customer Retention, Loss Mitigation, Strategic Planning, Team Leadership, Strategic Financial..., Customer Satisfaction, Finance, Sales Process, Cold Calling, Business Development, Cash Management, New Business Development, Direct Sales, Hiring, Forecasting, Cross-functional Team..., Budgets, Sales Operations, Marketing Strategy, Lines Of Credit, Refinance, Sales Presentations, Lead Generation
Education
Gonzaga University 2008 — 2010
Masters, Communication and Leadership
Texas State University 1997 — 2001
Undergraduate, Business Management
Regions Financial Corporation January 2014 - Present
JPMorgan Chase 2005 - January 2014
JPMorgan September 2003 - January 2005
JPMorgan Chase September 2001 - September 2003
Skills
Credit, Small Business Lending, Treasury Services, Commercial Lending, Consumer Lending, Loan Origination, Commercial Banking, Portfolio Management, Banking, Strategy, Leadership, Sales, Sales Management, Training, Team Building, Coaching, Relationship Management, Customer Service, Retail Banking, Financial Services, Cross Selling, Credit Cards, Branch Management, Risk Management, Management, Customer Retention, Loss Mitigation, Strategic Planning, Team Leadership, Strategic Financial..., Customer Satisfaction, Finance, Sales Process, Cold Calling, Business Development, Cash Management, New Business Development, Direct Sales, Hiring, Forecasting, Cross-functional Team..., Budgets, Sales Operations, Marketing Strategy, Lines Of Credit, Refinance, Sales Presentations, Lead Generation
Education
Gonzaga University 2008 — 2010
Masters, Communication and Leadership
Texas State University 1997 — 2001
Undergraduate, Business Management
Brian E. Murray's JPMorgan Experience August 1988 - August 1990
Job Partner at Cullen and Dykman LLP
Industry Law Practice
Experience
Cullen and Dykman LLP September 1993 - Present
JPMorgan August 1988 - August 1990
Education
Georgetown University - The McDonough School of Business 1984 — 1998
BSBA, Finance
St. John's University School of Law 1990 — 1993
J.D., Law
St. John the Baptist
Cullen and Dykman LLP September 1993 - Present
JPMorgan August 1988 - August 1990
Education
Georgetown University - The McDonough School of Business 1984 — 1998
BSBA, Finance
St. John's University School of Law 1990 — 1993
J.D., Law
St. John the Baptist
jeff zajkowski's JPMorgan Experience Managing DirectorGoldman SachsJuly 1987 - June 2001
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan Managing DirectorGoldman SachsJuly 1987 - June 2001
Education
Harvard Business School 1989 — 1991
MBA
JPMorgan Managing DirectorGoldman SachsJuly 1987 - June 2001
Education
Harvard Business School 1989 — 1991
MBA
Michael Fasone, MBA's JPMorgan Experience June 2005 - May 2010
Job V.P., Institutional Portfolio Manager at WesBanco Trust & Investment Services
Industry Financial Services
Experience
WesBanco June 2013 - Present
Guardian Life Insurance & Park Avenue Securities June 2010 - June 2013
JPMorgan June 2005 - May 2010
Park Avenue Securities 2001 - 2005
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 24, Series 63, Series 65, Life, Accident & Health..., Strategic Financial..., Trust Management, Investments, Insurance, Life Insurance, Holistic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Finance, Financial Services
Education
Franklin University
MBA, MBA
Olentangy
WesBanco June 2013 - Present
Guardian Life Insurance & Park Avenue Securities June 2010 - June 2013
JPMorgan June 2005 - May 2010
Park Avenue Securities 2001 - 2005
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 24, Series 63, Series 65, Life, Accident & Health..., Strategic Financial..., Trust Management, Investments, Insurance, Life Insurance, Holistic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Finance, Financial Services
Education
Franklin University
MBA, MBA
Olentangy
Fouad Onbargi's JPMorgan Experience 1999 - 2002
Job Head of Origination/Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P. May 2011 - Present
Aladdin Capital September 2009 - May 2011
Barclays Capital June 2002 - April 2009
J.P. Morgan Securities Inc 1999 - 2002
Banc One Capital Markets 1999 - 2002
JPMorgan 1999 - 2002
Sidley Austin 1996 - 1999
White & Case 1993 - 1996
Skills
Fluent in Arabic,..., Equities, Italian, ABS, Structured Finance, Financial Structuring, Structured Products, French, Derivatives, Fixed Income, Loan Origination, Capital Markets, Arabic, Securitization, Bonds, Analysis, Investment Banking, Hedge Funds, Corporate Governance
Education
Georgetown School of Foreign Service 1989 — 1993
MS, Finance / IBD
Georgetown University Law Center 1989 — 1993
JD/MSFS, Law & International Relations
Harvard University 1985 — 1989
BA, Government & Near Eastern Studies
KGS-Alpha Capital Markets, L.P. May 2011 - Present
Aladdin Capital September 2009 - May 2011
Barclays Capital June 2002 - April 2009
J.P. Morgan Securities Inc 1999 - 2002
Banc One Capital Markets 1999 - 2002
JPMorgan 1999 - 2002
Sidley Austin 1996 - 1999
White & Case 1993 - 1996
Skills
Fluent in Arabic,..., Equities, Italian, ABS, Structured Finance, Financial Structuring, Structured Products, French, Derivatives, Fixed Income, Loan Origination, Capital Markets, Arabic, Securitization, Bonds, Analysis, Investment Banking, Hedge Funds, Corporate Governance
Education
Georgetown School of Foreign Service 1989 — 1993
MS, Finance / IBD
Georgetown University Law Center 1989 — 1993
JD/MSFS, Law & International Relations
Harvard University 1985 — 1989
BA, Government & Near Eastern Studies
Kenneth Parlin's JPMorgan Experience December 2011 - Present
Job Private Banker at JPMorgan
Industry Financial Services
Experience
JPMorgan December 2011 - Present
Silver Bay YMCA of the Adirondacks 2010 - Present
Parlin Investments LLC July 2003 - December 2011
BofA Merrill Lynch January 1999 - June 2003
JP Morgan 1985 - 1999
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Derivatives, Private Equity, Capital Markets, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, Corporate Finance
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Hamilton College 1977 — 1981
B.A.
JPMorgan December 2011 - Present
Silver Bay YMCA of the Adirondacks 2010 - Present
Parlin Investments LLC July 2003 - December 2011
BofA Merrill Lynch January 1999 - June 2003
JP Morgan 1985 - 1999
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Derivatives, Private Equity, Capital Markets, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, Corporate Finance
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Hamilton College 1977 — 1981
B.A.
Nicolas Anderson's JPMorgan Experience July 2007 - February 2009
Job Managing Partner at Elm Grove Partners
Industry Venture Capital & Private Equity
Experience
Elm Grove Partners June 2013 - Present
DCLI / Littlejohn & Co. June 2012 - August 2012
The PrinceRidge Group September 2009 - August 2011
HypeGenius December 2008 - December 2009
Scura, Rise & Partners, LLC August 2009 - September 2009
JPMorgan July 2007 - February 2009
Credit Suisse June 2006 - August 2006
Education
Harvard Business School
MBA with Distinction
Harvard University
BA, Economics
Moses Brown School
Elm Grove Partners June 2013 - Present
DCLI / Littlejohn & Co. June 2012 - August 2012
The PrinceRidge Group September 2009 - August 2011
HypeGenius December 2008 - December 2009
Scura, Rise & Partners, LLC August 2009 - September 2009
JPMorgan July 2007 - February 2009
Credit Suisse June 2006 - August 2006
Education
Harvard Business School
MBA with Distinction
Harvard University
BA, Economics
Moses Brown School
Jason A. Jones's JPMorgan Experience June 2004 - June 2006
Job Senior Financial Analyst at North Highland
Industry Financial Services
Experience
North Highland March 2015 - Present
BIAS Corporation November 2013 - February 2015
The Home Depot July 2009 - November 2013
Goldman Sachs December 2007 - January 2009
Deloitte & Touche September 2006 - November 2007
JPMorgan June 2004 - June 2006
Independence Community Bank May 2002 - August 2002
Skills
Finance, Mergers & Acquisitions, Financial Modeling, Accounting, Auditing, Project Management, Forecasting, Business Analysis, Financial Analysis, Valuation, Process Improvement, Internal Audit
Education
Franciscan University of Steubenville 2000 — 2004
BS, Accounting
North Highland March 2015 - Present
BIAS Corporation November 2013 - February 2015
The Home Depot July 2009 - November 2013
Goldman Sachs December 2007 - January 2009
Deloitte & Touche September 2006 - November 2007
JPMorgan June 2004 - June 2006
Independence Community Bank May 2002 - August 2002
Skills
Finance, Mergers & Acquisitions, Financial Modeling, Accounting, Auditing, Project Management, Forecasting, Business Analysis, Financial Analysis, Valuation, Process Improvement, Internal Audit
Education
Franciscan University of Steubenville 2000 — 2004
BS, Accounting
Charles Warlix's JPMorgan Experience October 1996 - Present
Job Derivatives Operations Manager at JPMorgan
Industry Investment Banking
Experience
JPMorgan October 1996 - Present
The Chase Manhattan Bank 1996 - 2013
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, FX Options, Risk Management, Settlement, Credit Derivatives, Business Analysis, Equity Derivatives, Swaps, Interest Rate..., Options, Structured Products, CDS
Education
Hampton University 1991 — 1996
Business, Management, Marketing, and Related Support Services
JPMorgan October 1996 - Present
The Chase Manhattan Bank 1996 - 2013
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, FX Options, Risk Management, Settlement, Credit Derivatives, Business Analysis, Equity Derivatives, Swaps, Interest Rate..., Options, Structured Products, CDS
Education
Hampton University 1991 — 1996
Business, Management, Marketing, and Related Support Services
Bill Cooling's JPMorgan Experience 2003 - 2009
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2013 - Present
Gleacher & Company 2009 - June 2013
JPMorgan 2003 - 2009
Skills
Investment Banking, Mergers, Capital Markets, Investments, Equities, Debt Raising
Education
Georgetown University 1999 — 2003
B.A., Government & History
Jefferies & Company 2013 - Present
Gleacher & Company 2009 - June 2013
JPMorgan 2003 - 2009
Skills
Investment Banking, Mergers, Capital Markets, Investments, Equities, Debt Raising
Education
Georgetown University 1999 — 2003
B.A., Government & History
Helise Owens's JPMorgan Experience April 2007 - August 2011
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2007 - August 2011
JPMorgan April 2007 - August 2011
Coach April 2005 - April 2007
Lehman Brothers July 2001 - April 2005
Skills
Retail
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, Chinese
JP Morgan April 2007 - August 2011
JPMorgan April 2007 - August 2011
Coach April 2005 - April 2007
Lehman Brothers July 2001 - April 2005
Skills
Retail
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, Chinese
Kim Mincy's JPMorgan Experience June 2001 - Present
Job JPMorgan Private Banking OPM Support Specialist
Industry Banking
Experience
JPMorgan June 2001 - Present
Education
Goldey-Beacom College
Bachelors, Business Admin w/Concentration HRM
Goldey-Beacom College
MBA
JPMorgan June 2001 - Present
Education
Goldey-Beacom College
Bachelors, Business Admin w/Concentration HRM
Goldey-Beacom College
MBA
Rashad L. Potts, MBA's JPMorgan Experience January 2007 - December 2010
Job Senior Group Leader Fullfilment Center
Industry Financial Services
Experience
Target June 2011 - Present
JPMorgan January 2007 - December 2010
Skills
Team Building, Leadership, Budgets, Customer Service, Recruiting, Leadership Development, Business Analysis, Coaching, Microsoft Office, PowerPoint, Microsoft Word, Negotiation, Organizational..., Event Planning, Public Speaking, Marketing
Education
Western International University 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations
Hampton University 1999 — 2003
BS, Marketing
Target June 2011 - Present
JPMorgan January 2007 - December 2010
Skills
Team Building, Leadership, Budgets, Customer Service, Recruiting, Leadership Development, Business Analysis, Coaching, Microsoft Office, PowerPoint, Microsoft Word, Negotiation, Organizational..., Event Planning, Public Speaking, Marketing
Education
Western International University 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations
Hampton University 1999 — 2003
BS, Marketing
Barbara Burton's JPMorgan Experience September 1988 - Present
Job JPMorgan
Industry Financial Services
Experience
JPMorgan September 1988 - Present
Skills
Banking, Securities, Asset Management, Investments, Portfolio Management, Equities, Financial Services, Management, Relationship Management, Risk Management, Leadership, Customer Service, Business Analysis, Financial Analysis, Mutual Funds
Education
Franklin University 1985 — 1991
BS/MBA, Finance
JPMorgan September 1988 - Present
Skills
Banking, Securities, Asset Management, Investments, Portfolio Management, Equities, Financial Services, Management, Relationship Management, Risk Management, Leadership, Customer Service, Business Analysis, Financial Analysis, Mutual Funds
Education
Franklin University 1985 — 1991
BS/MBA, Finance
Raul Ferrer's JPMorgan Experience January 2007 - July 2008
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2008 - Present
JPMorgan January 2007 - July 2008
JPMorgan April 2005 - December 2006
The Boston Consulting Group 2004 - 2005
JPMorgan 1998 - 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Georgetown University
Deutsche Bank July 2008 - Present
JPMorgan January 2007 - July 2008
JPMorgan April 2005 - December 2006
The Boston Consulting Group 2004 - 2005
JPMorgan 1998 - 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Georgetown University
Shawn Lytle's JPMorgan Experience June 1992 - October 2002
Job President, Delaware Investments / Macquarie
Industry Investment Management
Experience
Delaware Investments June 2015 - Present
UBS Global Asset Management April 2010 - May 2015
UBS Global Asset Management January 2008 - September 2010
UBS Global Asset Management December 2005 - December 2007
UBS Global Asset Management November 2002 - December 2007
JPMorgan June 1992 - October 2002
Skills
Investment Strategies, Asset Managment, Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Portfolio Management, Wealth Management, Private Banking, Fixed Income, Asset Allocation, Equities, Investments, Private Equity, ETFs, Equity Research, Mutual Funds, Bloomberg, Investment Banking
Education
Georgetown University - The McDonough School of Business 1988 — 1992
Bachelors, Marketing
Amity senior high school 1984 — 1988
Delaware Investments June 2015 - Present
UBS Global Asset Management April 2010 - May 2015
UBS Global Asset Management January 2008 - September 2010
UBS Global Asset Management December 2005 - December 2007
UBS Global Asset Management November 2002 - December 2007
JPMorgan June 1992 - October 2002
Skills
Investment Strategies, Asset Managment, Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Portfolio Management, Wealth Management, Private Banking, Fixed Income, Asset Allocation, Equities, Investments, Private Equity, ETFs, Equity Research, Mutual Funds, Bloomberg, Investment Banking
Education
Georgetown University - The McDonough School of Business 1988 — 1992
Bachelors, Marketing
Amity senior high school 1984 — 1988
Angela Mello's JPMorgan Experience July 1980 - February 1987
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
William Mebane's JPMorgan Experience August 2000 - November 2009
Job Accountant / VBA Programmer
Industry Financial Services
Experience
J.P. Morgan April 2010 - Present
JPMorgan August 2000 - November 2009
The Franklin Mint 1996 - 2000
MFI Associates 1995 - 1996
SEI 1993 - 1995
Skills
Access, VBA, Financial Accounting, MIS, Financial Analysis, Account Reconciliation, Fixed Income, Accounting, Process Improvement, Microsoft Excel, Auditing, Finance, Portfolio Management
Education
Goldey-Beacom College 2009 — 2010
Certificate, Accounting
Virginia Polytechnic Institute and State University 1987 — 1992
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1992
BS, Finance
J.P. Morgan April 2010 - Present
JPMorgan August 2000 - November 2009
The Franklin Mint 1996 - 2000
MFI Associates 1995 - 1996
SEI 1993 - 1995
Skills
Access, VBA, Financial Accounting, MIS, Financial Analysis, Account Reconciliation, Fixed Income, Accounting, Process Improvement, Microsoft Excel, Auditing, Finance, Portfolio Management
Education
Goldey-Beacom College 2009 — 2010
Certificate, Accounting
Virginia Polytechnic Institute and State University 1987 — 1992
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1992
BS, Finance
Jon Paul Borella's JPMorgan Experience 1992 - 2005
Job Ziff Brothers Investments
Industry Investment Management
Experience
Ziff Brothers Investments September 2010 - Present
Bank of America 2005 - 2010
JPMorgan 1992 - 2005
Skills
Fixed Income, Leadership, Hedge Funds, Capital Markets, MBS, Banking, Investor Relations, Portfolio Management, Investments, Equities, Investment Banking, Alternative Investments, Finance, Bloomberg, ABS, Asset Management, Bonds, Structured Products, Financial Modeling, Derivatives
Education
Georgetown University 1989 — 1993
Horace Mann
Ziff Brothers Investments September 2010 - Present
Bank of America 2005 - 2010
JPMorgan 1992 - 2005
Skills
Fixed Income, Leadership, Hedge Funds, Capital Markets, MBS, Banking, Investor Relations, Portfolio Management, Investments, Equities, Investment Banking, Alternative Investments, Finance, Bloomberg, ABS, Asset Management, Bonds, Structured Products, Financial Modeling, Derivatives
Education
Georgetown University 1989 — 1993
Horace Mann
Brooks Hays, CFA's JPMorgan Experience 2008 - 2008
Job Associate at the Private Bank at J.P. Morgan
Industry Financial Services
Experience
Private Bank at J.P. Morgan June 2012 - Present
J.P. Morgan May 2009 - June 2012
JPMorgan 2008 - 2008
Skills
Valuation, Capital Markets, Financial Modeling, Equities, Series 7, Alternative Investments, Asset Management, Series 63, Financial Analysis, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S.B.A, Finance and International Business
Private Bank at J.P. Morgan June 2012 - Present
J.P. Morgan May 2009 - June 2012
JPMorgan 2008 - 2008
Skills
Valuation, Capital Markets, Financial Modeling, Equities, Series 7, Alternative Investments, Asset Management, Series 63, Financial Analysis, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S.B.A, Finance and International Business
Luke Panarese's JPMorgan Experience
Job Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Skills
Strategic Planning, Equities, Management, Investments, Fixed Income
Education
Franklin & Marshall College 1982 — 1986
BA, Government
Milton Academy 1970 — 1981
JPMorgan
Skills
Strategic Planning, Equities, Management, Investments, Fixed Income
Education
Franklin & Marshall College 1982 — 1986
BA, Government
Milton Academy 1970 — 1981
Leslie Powell's JPMorgan Experience May 1985 - July 2002
Job Trustee at Foundation for Gender Specific Medicine
Industry Financial Services
Experience
Foundation for Gender Specific Medicine June 2012 - Present
Citigroup August 2002 - May 2012
JPMorgan May 1985 - July 2002
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Marketing Strategy, Business Strategy, Business Development
Education
Georgetown University
MS, Linguistics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics
University of Puget Sound
BA, English & French
Foundation for Gender Specific Medicine June 2012 - Present
Citigroup August 2002 - May 2012
JPMorgan May 1985 - July 2002
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Marketing Strategy, Business Strategy, Business Development
Education
Georgetown University
MS, Linguistics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics
University of Puget Sound
BA, English & French
Robert Provost's JPMorgan Experience June 2011 - July 2013
Job Home Lending Sr Underwriter
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan June 2011 - July 2013
Education
Harding University 1989 — 1993
Bachelor of Science (BS), Business Teacher Education
J.P. Morgan July 2013 - Present
JPMorgan June 2011 - July 2013
Education
Harding University 1989 — 1993
Bachelor of Science (BS), Business Teacher Education
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS