JPMorgan Asset Management
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JPMorgan Asset Management Employees
JPMorgan Asset Management July 2012 - August 2012
Shenzhen Oriental Fortune Capital Co., Ltd June 2012 - June 2012
Flying Financial Service Holdings Ltd. July 2011 - August 2011
China Pacific Insurance Company July 2010 - August 2010
Skills
Financial Analysis, Quantitative Analytics, Market Analysis, Mergers & Acquisitions, Due Diligence, Strategic Planning, Process Improvement, Administrative..., Stata, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Boston University 2009 — 2013
Master of Arts (MA), Economics
Boston University 2009 — 2013
Bachelor of Arts (BA), Mathematics and Economics
Shenzhen college of international education 2006 — 2009
High School
JPMorgan Asset Management 2012 - Present
Edmund de Rothschild group February 2009 - March 2011
Skills
Mobile Applications, Java, Visio, Databases, PHP, Integration, SharePoint, Linux, Test Planning, Web Services, Unix, Usability, Web Development, Data Warehousing, Test Automation, Quality Assurance, Agile Project Management, Information Architecture, SOA, Software Quality...
Education
Harvard University
Voya Investment Management August 2015 - Present
J.P. Morgan Asset Management October 2014 - August 2015
J.P. Morgan Asset Management 2007 - October 2014
BlackRock 2006 - 2007
JPMorgan Asset Management 2000 - 2006
Deutsche Bank August 1998 - July 2000
mbna america 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Series 7, Fixed Income, Financial Services, Investments, Asset Managment, Mutual Funds, Communication Training, Thought Leadership, Portfolio Management, Relationship Management, Wealth Management, Investment Management
Education
Villanova University 1993 — 1996
BA, Liberal Arts
The American College in London 1992 — 1993
New York University
Currenex March 2010 - Present
JP Morgan Futures Inc. May 2007 - March 2010
JPMorgan Asset Management July 2005 - May 2007
JPMorgan Securties May 2004 - August 2004
Gap Inc. May 2003 - July 2003
Skills
Trading Systems, Financial Markets, Market Data, Business Analysis, Fixed Income, Electronic Trading, Equities, Derivatives, Product Management, Management, Capital Markets, Risk Management, Trading
Education
General Assembly 2015 — 2015
Product Management
University of California, Santa Cruz 2003 — 2005
Bachelor of Science (BS), Information Systems Management
San Francisco State University, College of Business 2000 — 2003
BS, Computer Information Systems
Self October 2010 - Present
Social Finance July 2012 - January 2014
Cutler Group, LP May 2009 - November 2010
JPMorgan Asset Management 2004 - 2008
American Stock Exchange 2001 - 2004
Pro Edge Fund / ING Barings TT&S January 1998 - July 2001
The Boeing Company 1991 - 1994
Skills
Volatility, Equity Derivatives, Trading, Derivatives, Equities, Market Making, Proprietary Trading, Volatility Arbitrage, Options, Electronic Trading, Portfolio Management, Securities, Trading Strategies, Investments, Trading Systems, Valuation, Alternative Investments, Bonds, Risk Management, Capital Markets, Interest Rate..., Equity Research, Technical Analysis, Commodity, ETFs, FX Options, Equity Trading, Fixed Income, Bloomberg, Hedging, Financial Markets, Series 7, Hedge Funds, Mutual Funds, Quantitative Finance, Currency, Structured Products, FX trading, Investment Strategies, Series 63, Market Data, Equity Valuation
Education
MIT 1984 — 1989
Bachelor of Science (BS), Electrical Engineering
Hillsborough High School 1980 — 1984
HS Diploma
New York Life Insurance Company June 2013 - Present
Citi May 2010 - June 2013
DTCC October 2009 - April 2010
JPMorgan Asset Management April 2003 - October 2009
Instinet 2000 - 2003
Seligman 1992 - 2000
Skills
Equities, Fixed Income, Vendor Management, PMO, Asset Managment, Project Portfolio..., Project Management, Mutual Funds, Middle Office, Alternative Investments, Program Management, SDLC, Market Data, Portfolio Management, Asset Management, CRM, Trading Systems, Financial Services, Business Analysis, ITIL, Analysis
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Technology and Marketing
The George Washington University 1985 — 1989
BA, Communicaitons
UBS August 2015 - Present
Barclays Wealth and Investment Management April 2013 - August 2015
JPMorgan Asset Management March 2011 - April 2013
JPMorgan Private Bank February 2010 - March 2011
JPMorgan Chase July 2007 - February 2010
Skills
Investments, Equity Research, Asset Management
Education
Cornell University 2003 — 2007
BS - Summa Cum Laude, Applied Economics and Management
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
JPMorgan Asset Management February 2015 - Present
JPMorgan Asset Management May 2013 - Present
M3Sixty Admin LLC September 2012 - May 2013
Boston Financial Data Services January 2009 - January 2012
DST SYSTEMS, INC January 2008 - January 2009
Boston Financial Data Services January 2002 - January 2008
DST Systems January 2001 - January 2002
DST Systems January 1999 - January 2001
DST Systems January 1996 - January 1999
Skills
Strategic Planning, Team Leadership, Mutual Funds, Change Management, Financial Services, Operations Management, Team Building, Vendor Management, Problem Solving, Process Improvement, Project Management, Business Relationship..., Coaching, Mentoring, Relationship Management, Analysis, Call Centers, CRM, Business Process..., Banking, Leadership, Securities, Back Office, Requirements Gathering
Education
Columbia College
Associate of Arts, Business Management
Casa Mace June 2015 - Present
JPMorgan Asset Management November 2000 - June 2015
JPMorgan Asset Management January 1997 - November 2000
Nomura Securities International (USA) September 1994 - December 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Bachelor of Science, Finance, Economics, Accounting, Physics, Information Systems
CUNY-Lehman at Hiroshima, Town of Chiyoda, Yamagata District, Hiroshima Prefecture, Japan 1993 — 1993
Japanese Language and Culture
City University of New York-Herbert H. Lehman College 1992 — 1993
Economics, Philosophy
VidaFit 2013 - Present
Dinner Rescue Crew Personal Chef Services September 2010 - Present
JPMorgan Asset Management January 2008 - October 2010
JPMorgan Chase July 2003 - September 2010
ServiceLink, a Fidelity National Financial Company February 2007 - September 2007
JPMorganChase, Chase Home Finance July 2003 - January 2006
JPMorganChase October 2004 - July 2005
JPMorganChase July 2003 - October 2004
Skills
Administration, Customer Relations, Customer Service, Problem Solving, Coaching, Menu Planning, Event Planning, Chef, Culinary, Catering, Wellness Coaching, Nutritional Counseling, Cooking, Food, Restaurants, Leadership, Menu Development, Culinary Skills, Management
Education
Mount Vernon Nazarene University
BBA
JPMorgan Asset Management March 2008 - Present
JPMorgan Asset Management March 2006 - March 2008
Banc One Investment Advisors January 1997 - April 2003
Columbus State Community College September 1996 - March 1999
Banc One Corporation August 1995 - January 1997
Banc One Corporation April 1994 - August 1995
Bank One March 1990 - April 1994
Skills
Production, Print Production, Vendor Management, Direct Mail, Excel, Budget Management, Marketing, Account Management, Management, Editing, Microsoft Excel, Financial Services, Marketing Strategy, Mutual Funds, Marketing Communications, Direct Marketing
Education
Otterbein University
Bachelors, Business / Organizational Communication
Otterbein University 1989 — 1994
BS, Business / Communications
Columbus State Community College
Associate of Science, Paralegal
JPMorgan Asset Management December 2012 - Present
Peace Corps June 2010 - August 2012
Be A Leader Foundation May 2009 - May 2010
Arizona State University Foundation November 2008 - June 2009
Skills
Spanish, International..., Intercultural..., Community Development, Grant Writing, Program Development, Volunteer Management, Community Outreach, Latin America, Non-profits, Fundraising, Event Planning, Public Speaking, Nonprofits, Training, Leadership Development, Leadership, Program Management, Management, Strategy, Project Planning, Business Development, Entrepreneurship, Proposal Writing, Recruiting, Project Management
Education
Arizona State University 2004 — 2009
Bachelor's Degree, Business and Communications
Universitat Pompeu Fabra 2008 — 2008
Certificate, International Business
UBS November 2013 - Present
Barclays Wealth and Investment Management April 2013 - November 2013
JPMorgan Asset Management November 2011 - April 2013
Merrill Lynch March 2009 - November 2011
Merrill Lynch March 2004 - March 2009
Skills
Strategic Planning, Series 7, Product Development, Mutual Funds, Investments, Fixed Income, Equities, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies
Education
Montclair State University 2003 — 2006
B.S., Business Administration; concentration in Finance
JPMorgan Asset Management August 2000 - Present
JPMorgan 2000 - Present
Education
University of Hartford 1994 — 1995
MBA
Bethune Cookman 1992 — 1994
BS, Business Administration
Montclair State University 1987 — 1989
JPMorgan Asset Management February 2003 - Present
Scudder Investments February 1994 - September 2002
Clemente Capital July 1989 - January 1994
Sea-Land Corp. May 1984 - July 1989
Federal Reserve Bank of New York July 1982 - April 1984
Skills
Portfolio Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Asset Management, Capital Markets, Securities, Financial Services, Investment Management
Education
NYU 1983 — 1989
MBA, Finance
Rutgers University 1978 — 1982
BA, Economics
Artis Advisors LLC 2011 - Present
Kalorama Realty Capital (predecessor company to Artis Advisors) 2009 - 2011
Federal Capital Partners 2006 - 2009
JPMorgan Asset Management 2005 - 2005
The World Bank Group 2001 - 2004
Chase Securities, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance, Real Estate
Yale University 1995 — 1999
BA
St. Albans School 1986 — 1995
Convector Capital Management, LLC 2012 - Present
G-2 Trading 2010 - 2012
OppenheimerFunds 2007 - 2010
JPMorgan Asset Management 1998 - 2007
Mark Asset Management 1997 - 1998
Skills
Real Estate, Bloomberg, Portfolio Management, Hedge Funds, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Equity Research, Valuation, Investment Strategies, Financial Modeling
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Georgetown University
BSFS, International Relations
Exponential January 2013 - Present
m6d March 2011 - January 2013
Right Media, a Yahoo! company September 2008 - March 2011
Yahoo! April 2007 - September 2008
Yahoo! November 2005 - March 2007
JPMorgan Asset Management March 2003 - November 2005
Skills
Display Advertising, SEM, Digital Marketing, Online Advertising, Ad Exchanges, Ad Networks, Behavioral Targeting, Strategic Planning, Sales Operations, Sales, Search Advertising, Yahoo Search Marketing, Right Media, Interactive Advertising, Digital Media, Online Media Buys, Digital Strategy, Strategic Sales, Business Strategy, Lead Generation, Web Analytics, Integrated Marketing, Analytics, Rich Media, Online Marketing, Email Marketing, Advertising, Interactive Marketing, Media Planning, PPC, Mobile Advertising, Strategic Partnerships, Web Marketing, CRM, New Media, Mobile Marketing, Ad Serving, Strategy, DoubleClick, Monetization, Affiliate Marketing, Advertising Sales, Google Adwords, Omniture
Education
Duke University 1996 — 2000
Bachelor of Arts, Political Science
Riverdale High School
Grace Legacy Capital May 2014 - Present
Indiana Perinatal Network 2010 - 2015
Wells Fargo Advisors, LLC April 2009 - April 2014
United Methodist Foundation of Indiana 2011 - 2013
The Villages 2010 - 2012
JPMorgan Asset Management August 2005 - April 2009
Fifth Third Asset Management December 2000 - May 2005
Skills
CIMA, CFP®, Level II CFA Candidate, Retirement Planning, Alternative Investments, Strategic Financial..., Investments, Investment Management, Asset Management, Risk Management, Chartered Financial..., Institutional..., Series 63, Asset Allocation, Asset Managment, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Finance, Portfolio Management, Strategic Planning, Management, Financial Planning
Education
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Finance, General
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Business Administration and Management, General
Macalester College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Paul, Weiss, Rifkind, Wharton & Garrison LLP December 2013 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2009 - December 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2007 - March 2009
Epiq Systems, Inc. August 2006 - September 2007
The Dontzin Law Firm LLP May 2005 - May 2006
JPMorgan Asset Management August 2004 - April 2005
Rauser & Associates Legal Clinic February 2002 - August 2004
Skills
Business Analysis, Microsoft Office, Lotus Notes, PowerPoint, IT Solutions, Technology Integration, Quality Assurance, Relativity, User Training, Technical Documentation, Leadership, Management, Training & Development, Query Tool, Computer Software..., Desktop Application..., Litigation Support, Litigation, Legal Research, Document Review, Trials, CRM, Strategy
Education
Cleveland State University - Cleveland-Marshall College of Law 2000 — 2003
J.D., Law
The Ohio State University 1996 — 1999
B.A., Political Science, International Studies
GIC October 2013 - Present
OppenheimerFunds March 2008 - October 2013
JPMorgan Asset Management July 2002 - February 2008
Citi June 2000 - June 2002
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Investment Banking, Investments, Securities, Mutual Funds
Education
Brown University 1996 — 2000
Bachelor of Science (B.Sc.), Neuroscience
KeyBanc Capital Markets November 2012 - Present
JPMorgan Asset Management June 2010 - November 2012
Education
Ohio University 2006 — 2010
Accounting, Finance
Coach March 2011 - February 2013
JPMorgan Asset Management December 2007 - May 2011
JP Morgan August 2002 - December 2007
Skills
Asset Management, PowerPoint, Excel, Customer Relations, Word, Research, Financial Analysis, Microsoft Office, Strategic Planning, Teamwork, Analysis, Data Analysis, Retail, Outlook, Forecasting, Marketing Strategy
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration in General Business
University of Florence 2005 — 2005
Syracuse University Study Abroad Program
JPMorgan Chase December 2013 - Present
J.P. Morgan Investment Bank January 2011 - November 2013
Barclays Capital January 2010 - December 2010
JPMorgan Investment Management June 2007 - December 2009
JPMorgan Investment Management May 1999 - May 2007
JPMorgan Asset Management May 1995 - April 1999
Citibank N.A June 1991 - April 1995
Volvo Fincnace North America March 1986 - May 1991
Skills
Fixed Income, Risk Management, Financial Services, Portfolio Management, Management, Equities, Banking, Derivatives, Investments, Securities, Trading, Credit Risk, Finance, Credit, Financial Risk
Education
LIU Post 1988 — 1991
MBA, Finance
Fairleigh Dickinson University 1981 — 1984
Bachelor's Degree, Accounting
Edward Williams College 1981 — 1983
AA, Liberal Arts
JPMorgan Asset Management March 2007 - Present
JPMorgan Asset Management February 2005 - March 2007
Banc One Investment Advisors/One Group June 2000 - August 2004
Education
Franklin University 1998 — 1999
MBA, Organizational Dynamics
The Ohio State University 1987 — 1991
B.A., Journalism
Lloyds Banking Group September 2012 - Present
JPMorgan Asset Management August 2007 - August 2012
Skills
Scrum, Software Project..., SDLC, Agile Project Management, PMO, Project Portfolio..., Requirements Gathering, IT Strategy, Business Analysis, Agile Methodologies, Requirements Analysis, Vendor Management
Education
Florida International University
Master of Business Administration (MBA), Business Administration and Management, General
University Of the West Indies
Bachelor of Science (BS), Computer Science
Kaiser Permanente August 2014 - Present
Kaiser Permanente August 2013 - August 2014
Network Therapies July 2009 - July 2010
JPMorgan Asset Management April 2006 - December 2009
JPMorgan Chase 2003 - 2006
JPMorgan Chase 2001 - 2003
Skills
Change Management, Project Management, Process Improvement, Leadership, Management, Training, Product Management, Business Development, Marketing, Human Resources, Mergers & Acquisitions, Marketing Communications, Analysis, Data Analysis, Healthcare, Program Management, Sales, Public Speaking, Leadership Development
Education
Washington University in St. Louis School of Medicine 2010 — 2013
DPT, Physical Therapy
University of California, Berkeley 2009 — 2010
Post-Baccalaureate Health Professions
Columbia University in the City of New York 2005 — 2007
MA, Organizational Psychology
University of Pennsylvania 1997 — 2001
BA, International Studies with a Minor in Spanish.
University of Pennsylvania - The Wharton School 1997 — 2001
B.S., Economics with a Concentration in Marketing
Universidad del Salvador 1999 — 1999
Argentine Studies
Radnor High School
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
JPMorgan Asset Management September 2011 - Present
JPMorgan Asset Management 2004 - August 2011
One Group Mutual Funds 2001 - 2004
Banc One Securities Corporation 1998 - 2001
Banc One Securities Corporation 1997 - 1998
Bank One 1996 - 1997
Skills
Investments, Fixed Income
Education
Capital University 2001 — 2003
MBA
Bryan College 1988 — 1992
BA, Bible, Music
BXLNT, LLC August 2013 - Present
CloudMasters September 2014 - April 2015
DreamFund.com October 2013 - April 2015
DreamFund.com October 2013 - April 2015
Western State University College of Law August 2010 - August 2014
Providence College August 2009 - August 2010
JPMorgan Asset Management September 1997 - June 2008
Northern Kentucky University August 2007 - May 2008
Fansteel, Inc. 2004 - May 2008
Allis-Chalmers Energy Inc. 1999 - 2006
Skills
Corporate Law, Corporate Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Securities Regulation, Start-ups, Corporate Governance, Finance, Investment Management, FinTech, Crowdfunding, Strategic Consulting, Board Governance, Social Entrepreneurship, Financial Regulation, Legal Consulting, Business Valuation, Alternative Investments, Investment Advisor..., Bankruptcy, Mergers, Debt Restructuring, Sarbanes-Oxley, Social Media, Information Technology, Dodd-Frank, Expert Witness, Private Placements, E-commerce, Boardrooms, Investment Valuation, Distressed Debt, High Yield Bonds, Compliance..., Securities Offerings, Enterprise Valuation, Legal Writing, Strategy, Securities, Legal Research, Management
Education
Harvard University Graduate School of Education 2008 — 2009
Master's, Law and Economics Teaching and Curriculum, No GPA as part of degree program
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2007 — 2007
Certificate, International Corporate Ethics/International Corporate Social Responsibility
The Ohio State University Moritz College of Law 1993 — 1996
Juris Doctor, Business & Commercial Law; Member Ohio State Law Journal, 90+/100
Indiana University Bloomington 1990 — 1993
B.A. with Honors, Double Major: Spanish & History
Northern Kentucky University
MBA, Finance; Business Administration, 4.0/4.0 in all Finance classes; Additional MBA/major in Business Administration
Leading Asset Management Company March 2015 - Present
UBS Global Asset Management February 2013 - December 2013
Artio Global Investors May 2011 - August 2012
JPMorgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management November 2005 - June 2008
Defran Systems November 2004 - September 2005
United Nations Federal Credit Union May 2002 - November 2004
Skills
Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, Investments, Series 7, Equities, Hedge Funds, Series 63, Securities, Investment Management, Marketing Strategy, Marketing, Relationship Management, Sales, Event Management, Desktop Publishing, Problem Solving, Writing, Project Planning, Broker-Dealer, RIA, Institutional Investors, Client Service Oriented
Education
Baruch College, Zicklin School of Business 2007 — 2009
MBA, International Business & Management (dual concentration)
Parsons - The New School for Design 2003 — 2004
Pace University 1995 — 1999
BA, Literature & Communications
Quiet Revolution LLC January 2014 - Present
PacificBridge Capital LLC September 2013 - Present
Lotus Pacific Group Ltd July 2012 - Present
JPMorgan March 2007 - November 2010
J.P. Morgan June 2003 - April 2006
JPMorgan Asset Management April 2001 - June 2003
JPMorgan Asset Management July 1999 - May 2001
JPMorgan Asset Management January 1997 - June 1999
Cleary Gottlieb Steen & Hamilton LLP November 1995 - February 1997
Cleary Gottlieb Steen & Hamilton LLP September 1992 - November 1995
Skills
Hedge Funds, Investment Management, Investments, Financial Risk, Equities, Securities
Education
University of Pittsburgh School of Law 1988 — 1991
JD, Law
James Madison University 1979 — 1983
BS, Economics
Hunter College August 2014 - Present
Brownstone Real Estate September 2011 - February 2013
JPMorgan Asset Management 1998 - 2007
Skills
Marketing Strategy, Marketing Communications, Research, Writing, Real Estate, Social Media, Animal Behavior, Product Management, Blogging, Management, Sales, Facebook, Product Marketing, Strategy, Psychology, Teaching, Program Management, Training, Public Speaking, Nonprofits, Data Analysis, Coaching, Social Networking, Time Management, Fundraising, Event Planning, Marketing, Social Media Marketing, Entrepreneurship, Market Research, Public Relations, Community Outreach, Content Development, Editing, Event Management, Strategic Communications, Advertising, Copywriting, Online Marketing, Strategic Planning, Leadership, Newsletters, Email Marketing, Press Releases, Corporate Communications, Integrated Marketing, Media Relations, Proposal Writing, Internal Communications, Direct Marketing
Education
City University of New York-Hunter College 2007 — 2014
Master's Degree, Psychology, animal social behavior, wildlife conservation, Hamadryas baboons, 3.6
New York University 1974 — 1998
BFA-cum laude, Fine Arts-Performance, 3.5
Vassar College
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase September 2011 - September 2015
JPMorgan Asset Management July 2007 - August 2011
JPMorgan Chase July 2006 - December 2006
Morgan Stanley June 2005 - May 2006
UBS June 2004 - August 2004
Skills
Equities, Derivatives, Securities, Industry Analysis, Asset Management, Valuation, Portfolio Management, Competitive Analysis, Investments, Equity Research, Strategy, Financial Risk, Bloomberg Terminal, Hedge Funds, Mutual Funds, Analysis, Options, Bloomberg, Financial Modeling, Fixed Income
Education
Macaulay Honors College at Baruch College 2003 — 2008
BBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2007
B.B.A., Finance and Investments
J.P. Morgan Asset Management March 2013 - Present
JPMorgan Asset Management November 2011 - April 2013
The Huntington Investment Company January 2008 - November 2011
Huntington National Bank October 2006 - December 2007
Huntington National Bank July 2003 - September 2006
Skills
Project Management, Series 7, Series 63, Series 6, Wealth Management, Mutual Funds, Investments, Portfolio Management, Marketing Strategy, Marketing Communications, Digital Marketing, Insurance, Equities, Bonds, Sales, Sales Process..., Team-oriented, CRM, Management, User Experience, Mobile Marketing, Economics, Negotiation, Strategic Partnerships, Executive Support, Training, Streamlining..., Event Planning, Event Management, Digital Communication, Digital Copywriting, Cross-functional..., Banking, Securities, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Project Planning, Leadership, Team Leadership, Cross-functional Team...
Education
Miami University 1998 — 2002
Bachelor's Degree, Marketing, International Business, Spanish
Olentangy High School 1994 — 1998
High School
House Beautiful Inc June 2015 - Present
Hurley Inc May 2014 - Present
JPMorgan Chase November 2013 - May 2014
JPMorgan Chase June 2012 - December 2013
JPMorgan Asset Management January 2010 - June 2012
Skills
Banking, Vendor Management, Financial Services, Relationship Management, Management, Credit Cards, Project Management, Risk Management, Process Improvement, Change Management, Recruiting, Training, Operational Risk, Business Process..., SDLC, Fixed Income, Business Analysis, Financial Analysis
Education
Goldey-Beacom College 2014 — 2015
Bachelor of Science (B.S.), Business Administration, Minor in Finance
Goldey Beacom College 2011 — 2013
Associate of Science (A.S.), Business Administration, Management and Operations
JPMorgan Chase March 2012 - Present
JPMorgan Asset Management January 2010 - February 2012
JPMorgan Asset Management October 2006 - January 2010
JPMorgan Private Bank August 2004 - October 2006
Education
Ohio University 2000 — 2004
Bachelor of Business Administration, Marketing, Magna Cum Laude, Minor in Communication Studies
Quiet Revolution LLC July 2014 - Present
Golub Capital February 2013 - June 2014
JPMorgan, Worldwide Securities Services (WSS) October 2011 - January 2013
JPMorgan, Worldwide Securies Services (WSS) October 2008 - September 2011
JPMorgan Asset Management October 2006 - September 2008
JPMorgan Asset Management November 2003 - September 2006
Fidelity Investments April 1991 - October 2003
Skills
Financial Services, Mutual Funds, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management, Equities, Capital Markets, Banking, Private Equity, Investment Management, Derivatives, Management, Corporate Finance, Leadership, Hedge Funds, Portfolio Management, Securities, Wealth Management, Series 7, Due Diligence, Financial Analysis, Risk Management, Asset Managment, Valuation, Investment Banking, Bloomberg, Asset Allocation, Investments
Education
Boston College 1991 — 1994
Master of Science (MS), Finance
University of Chicago 1987 — 1988
Master of Arts (MA), Social Sciences - Economics
Boston College 1982 — 1984
Bachelor of Science (BS), Business Administration - Accounting
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Asset Management October 2012 - Present
Cognizant Technology Solutions May 2004 - October 2012
JPMorgan Asset Management 2004 - October 2012
eFunds May 2003 - May 2004
Qatalys March 2001 - April 2003
DRDL, India September 2000 - March 2001
Skills
Software Development, Sybase, SDLC, Java Enterprise Edition, SOA, Requirements Analysis, PL/SQL, Agile Methodologies, Software Project..., Unix, Oracle, Struts, SQL, Spring, Java, Business Analysis, Unix Shell Scripting, Web Services, Websphere, Enterprise Architecture, JMS, Requirements Gathering, Hibernate, EJB, XML, Informatica, Data Warehousing, Scrum, Servlets, JDBC, Agile Project Management, ETL, JavaScript, UML, JSP, Microsoft SQL Server, Tomcat, Data Modeling, Design Patterns, Quality Center, Shell Scripting, Core Java, WebSphere Application..., J2EE Application..., WebSphere MQ, Maven, .NET, CVS, JUnit, Eclipse
Education
Osmania University 1999 — 2001
Masters, Computer Science
CMC 1998 — 2000
Diploma in Advanced Software Technology, Computer Science
Osmania University 1996 — 1999
Bachelors, Computer Science
Cambridge Associates January 2014 - Present
Cambridge Associates August 2011 - December 2013
Visa October 2010 - October 2011
JPMorgan Asset Management July 2008 - July 2009
JPMorgan Asset Management July 2005 - July 2008
Skills
Portfolio Management, Financial Modeling, Fixed Income, Valuation, Private Equity, Business Strategy, Competitive Analysis, Management Consulting, Venture Capital, Alternative Investments, Emerging Markets, Due Diligence, Hedge Funds, Asset Management
Education
University of California, Berkeley, Haas School of Business
MBA
Massachusetts Institute of Technology
S.B.
JPMorgan Private Bank February 2009 - Present
JPMorgan Asset Management April 2004 - February 2009
JPMorgan Asset Management September 2001 - April 2004
JPMorgan (previously Fleming Asset Management) May 2000 - September 2001
American Management Systems August 1999 - May 2000
Education
James Madison University - College of Business 1995 — 1999
Finance
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
JPMorgan Asset Management June 2007 - July 2011
Sunny Traders Pvt Ltd. September 2007 - March 2010
Skills
Investment Banking, Equities, Entrepreneurship, Management, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg, Hedge Funds, Private Equity, Investments, Due Diligence, Fixed Income, Portfolio Management, Equity Research, Derivatives, Asset Management, Venture Capital
Education
Duke University - Fuqua School of Business 2011 — 2013
MBA, Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
Masters in Management - MBA exchange student
New York University - Leonard N. Stern School of Business 2004 — 2007
B.S. Finance, B.S. International Business, Minor in Hindi
William Penn Foundation September 2010 - Present
GRN Old Bridge April 2009 - November 2009
JPMorgan Chase July 2000 - August 2008
JPMorgan Asset Management June 1998 - July 2000
JPMorgan Investment Management November 1994 - May 1998
Merrill Lynch July 1992 - October 1994
Skills
Analysis, Asset Allocation, Asset Management, Banking, Bonds, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Performance Measurement, Private Equity, Securities, Trading, Valuation
Education
Boston University 2004 — 2006
MS, Banking and Financial Management
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
J.P. Morgan Asset Management 2002 - Present
JPMorgan Asset Management 2002 - Present
JP Morgan Chase 2002 - Present
The Mystics 1983 - 2008
Credit Suisse First Boston 1991 - 2001
Aztech Chas P. Young 1986 - 1991
Skills
Illustrator, InDesign, Graphics, Advertising, QuarkXPress, Logo Design, Flash, Mac, Photoshop, Web Design, Video, Cinema 4D, After Effects, Final Cut Pro, Graphic Design, Multimedia, Image Manipulation, Editing, Adobe Creative Suite, Digital Audio
Education
City University of New York-College of Staten Island 1970 — 1972
Curtis High School 1962 — 1965
J.P. Morgan August 2011 - November 2013
Security Capital Research & ManagementC August 2008 - July 2011
JPMorgan Asset Management February 2006 - August 2008
Chase Bank May 2004 - February 2006
Skills
Portfolio Management, Investment Management, Financial Analysis, Market Analysis, Financial Markets, Banking, Private Bank, Marketing, Marketing Strategy, Product Marketing, Marketing Communications, Superior Client Service, Client Service Oriented, Series 7, Series 63, Financial Services
Education
The University of Texas at Dallas 2003 — 2005
Master of Arts, International Management Studies
Abilene Christian University 1998 — 2002
Bachelor of Business Administration, Finance
RETIRED!! May 2014 - Present
JPMorgan Asset Management 1984 - Present
Akroyd and Smithers 1992 - 1994
ContiFinancial 1980 - 1982
Chicago Board of Trade 1975 - 1980
Skills
Securities, Hedge Funds, Private Equity, Alternative Investments, Equities, Investment Strategies, Investment Management, Emerging Markets, Investment Banking, Fixed Income, Mutual Funds, Derivatives, Fixed Asset Management, Financial Futures, Customer Service, Compliance, Economics, Internal Audit, Interviews, Networking, Capital Markets, Bonds, Asset Management, Valuation, Wealth Management, Portfolio Management, Investments, Investment Advisory, Management, Financial Services, Structured Products
Education
MBA Kellogg
MBA, Finance, marketing and international business
Luther College 1971 — 1975
BA, business and accounting
Reinbeck High School 1967 — 1971
high school
Oxford Financial Group, Ltd. November 2011 - Present
Oxford Financial Group, Ltd. May 2009 - November 2011
JPMorgan Asset Management August 1999 - May 2009
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Indiana University Bloomington 1990 — 1994
BS, Finance & International Studies
Phillips Exeter Academy 1986 — 1990
Webster Wealth Advisors November 2014 - Present
Swedrock Strength,LLC September 2011 - July 2013
Shenkman Capital Management, Inc November 2006 - July 2011
JPMORGAN Asset Management January 2005 - November 2006
JPM Asset Management December 2002 - January 2005
THE SOUTHWESTERN COMPANY May 2002 - September 2002
ARAMARK UNIFORM SERVICE February 2001 - February 2002
ARAMARK UNIFORM SERVICE June 2000 - February 2001
Skills
Investments, Securities, Asset Managment, Analysis, Microsoft Excel, High Yield Bonds, Data Collection, Corporate Actions, Bonds, Loans, Fixed Income, Bloomberg
Education
Cornell University 1996 — 2000
Bachelors, Applied Economics and Business Management
Morgan Stanley Investment Management July 2009 - Present
JPMorgan Asset Management February 2003 - January 2009
JPMorgan Asset Management 2000 - February 2003
Criterion Investment Management 1996 - 2000
Criterion Investment Management 1994 - 1996
Skills
Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Credit, Bonds, Trading Strategies, Asset Managment, Investment Strategies, Investments, Analysis, Bloomberg, Trading, Derivatives, Valuation, Strategy, CDS, Chartered Financial...
Education
D'Amore-McKim School of Business at Northeastern University
MBA
University of Maryland College Park
BA
Toys R Us 2013 - Present
Toys R Us 2012 - 2013
Toys R Us 2011 - 2012
Cornell University Investment Office 2008 - 2011
JPMorgan Asset Management 2007 - 2008
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2004 - 2005
Skills
E-commerce, Strategy, Global E-commerce, User Experience, Business Analysis, Project Management, Financial Analysis, Investments, Quantitative Analytics, Financial Modeling, Valuation, Private Equity, Portfolio Management, Data Analysis, Due Diligence, Management, Strategic Planning, Competitive Analysis, Analytics, Marketing, Forecasting, Corporate Finance
Education
Cornell University 2000 — 2004
Operations Research Engineering
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase October 2013 - Present
JPMorgan Asset Management July 2011 - October 2013
OppenheimerFunds June 2008 - July 2011
OppenheimerFunds March 2007 - May 2008
OppenheimerFunds Inc. September 2004 - February 2007
Managed Solutions August 2003 - August 2004
Candid Marketing Services May 1999 - May 2003
Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Business Development, SEO, Direct Marketing, CRM, Web Marketing, Project Management, Marketing Communications, Strategy, Advertising, Brand Development, Digital Marketing, Financial Services, Marketing, Marketing Management, SEM
Education
Columbia University in the City of New York 2006 — 2008
MS
Lady Shriram College 1996 — 1999
1999
AFGJI 1992 — 1996
JPMorgan Asset Management May 2001 - Present
PricewaterhouseCoopers 1998 - 2001
Georgia Tech Enterprise Innovation Institute September 1996 - June 1998
Skills
Private Equity, Mergers, Underwriting, Negotiation, Acquisitions, Mergers & Acquisitions
Education
Georgia Institute of Technology 1996 — 1998
M.C.P., Master's of City Planning
Ecole d'Architecture de Paris-la-Villette 1995 — 1996
Architecture
Georgia Institute of Technology 1992 — 1996
B.S., Course of Study: Architecture
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
JPMorgan Asset Management August 2007 - October 2010
TransPerfect Translations 2006 - 2007
Boston College, Carroll School of Management 2005 - 2005
Education
Amherst College 2002 — 2006
B.A., Spanish
JPMorgan Asset Management June 2003 - Present
Sempra Energy Trading 2001 - 2003
Skills
Portfolio Management, Asset Allocation, Global Tactical Asset..., Asset Management, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Real Estate, Private Equity, Due Diligence, Bloomberg, Capital Markets
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
SIR Capital Management July 2011 - Present
Credit Suisse July 2009 - June 2011
Merrill Lynch November 2005 - February 2009
JPMorgan Asset Management July 2004 - November 2005
JPMorgan Chase July 2000 - May 2004
Education
Fordham University 2000 — 2004
Muzinich & Co July 2012 - Present
Self-Employed January 2009 - June 2012
UBS September 2006 - July 2008
JPMorgan Asset Management March 2001 - June 2006
Education
Pace University
B.A, Economics
JP Morgan Asset Management May 2011 - Present
JP Morgan 2000 - Present
JPMorgan Asset Management 2000 - Present
JP MORGAN ASSET MANAGEMENT January 2004 - May 2011
JP Morgan January 2002 - May 2011
CHUBB GROUP OF INSURANCE COMPANIES June 1998 - June 2000
Chubb 1998 - 2000
Skills
Portfolio Management, Investment Banking, Fixed Income, Investment Strategies, Investments, Trading, Derivatives, Insurance, Business Strategy, Bonds, Economics, Asset Management, Strategy, Mutual Funds, Mergers, Financial Risk, Equities, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Masters in Business Administration, Economicis
Leonard N. Stern School of Business
M.B.A, Finance and Economics
Hamilton College 1994 — 1998
BA, Math and Economics
Hamilton College
B.A, Mathematics and Economics
New York University
Master of Business Administration (M.B.A.), Economics
Andrew Hatch Calligraphy 2002 - Present
JPMorgan Asset Management August 2004 - 2015
The Corcoran Group 2004 - 2013
Skills
Asset Managment, Fixed Income, Portfolio Management
Education
Johnson & Wales University 1998 — 2002
Bachelor's Degree, Marketing
University of Cambridge 2011 — 2011
Study Abroad, Sociology and English
JPMorgan Asset Management May 1996 - Present
Education
Brooklyn Law School 1996 — 2000
JD
Ithaca College 1990 — 1994
BA, Politics
JPMorgan Asset Management January 2015 - Present
JPMorgan Asset Management July 2012 - Present
Highbridge Capital Management, LLC August 2004 - July 2012
Allen & Overy 1999 - 2004
Skills
Hedge Funds, Private Equity, Securities, Capital Markets, Securities Regulation, Alternative Investments, Due Diligence, Derivatives, Venture Capital, Mergers, Equities, Asset Managment
Education
Columbia University School of Law 1996 — 1999
JD, 1999
Columbia College (NY) 1987 — 1991
BA, Economics
JPMorgan Asset Management Managing DirectorJ.P. Morgan Asset Management1988 - Present
Mellon Bank 1975 - 1988
Education
Carnegie Mellon University
BlackRock August 2015 - Present
JPMorgan Asset Management September 2013 - Present
GoldenTree Asset Management LP June 2006 - September 2013
JPMorgan Asset Management 1995 - 2006
JP Morgan Chase 1995 - 2006
jp Morgan 1995 - 2006
JPMorgan 1995 - 2006
Skills
Succession Planning, Performance Management, Deferred Compensation, Equities, Employee Relations, Onboarding, Mergers, Recruiting, Talent Acquisition, Human Resources, Employee Engagement, Employee Benefits, Risk Management, Asset Managment, Change Management, Organizational Design, Career Development, Organizational..., Leadership Development, Asset Management, Management, Mergers & Acquisitions, Workforce Planning, Leadership, Personnel Management
Education
Marist College 1982 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Pace University
MBA, BUsiness Management
Crown Equipment Corporation June 2014 - Present
Crown Equipment Corporation September 2008 - June 2014
Emerson Climate Technologies September 2007 - September 2008
JPMorgan Asset Management July 2001 - September 2007
Skills
CRM, Web Applications, SQL, Software Development, Requirements Analysis, Business Development, Integration, Java, ABAP, SAP SD
Education
DeVry University-Ohio 1998 — 2001
Bachelor of Science (BS), Computer Information Systems
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Deloitte Consulting July 2009 - Present
Con-way Freight February 2009 - July 2009
JPMorgan Asset Management July 2008 - August 2008
ConocoPhillips April 2008 - June 2008
Infosys Technologies Ltd August 2005 - May 2007
Skills
Requirements Gathering, Valuation, Financial Modeling, Derivatives, Risk Management, Portfolio Management, Business Process..., Change Management, Data Analysis, Business Analysis, Pricing Analysis, Oracle SQL, Requirements Analysis, Oracle E-Business Suite, SDLC, Strategy, ERP, ERP Oracle, Competitive Analysis, Asset Managment, Analysis, Management Consulting, Project Planning
Education
University of Michigan 2007 — 2008
Master of Science (MS), Financial Engineering
University of Mumbai 2001 — 2005
B.E., Computer Engineering
Jai Hind College 1999 — 2001
Arya Vidaya Mandir Bandra 1986 — 1999
JPMorgan Asset Management August 2002 - Present
JPMorgan Asset Management November 2004 - May 2006
Bank One December 2000 - August 2002
Skills
Marketing Communications, Strategic Planning, Leadership, Financial Services, Social Media, Marketing Strategy, Marketing, College Savings Plans
Education
Otterbein University 2003 — 2005
MBA
Ohio University 1995 — 1999
BBA, Marketing
Citadel LLC 2013 - Present
Highbridge Capital 2007 - 2013
JPMorgan Asset Management 2005 - 2007
First Analysis 2002 - 2005
Skills
Alternative Investments, Hedge Funds, Asset Managment, Series 7, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Fixed Income, Equity Research, Valuation, Securities, Bloomberg, Financial Modeling, Mutual Funds, Series 63, Investment Management, Wealth Management, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finanace
The Ohio State University 1989 — 1993
B.S.B.A.
The Scotts Miracle-Gro Company February 2014 - Present
JPMorgan Chase October 2011 - January 2014
JPMorgan Asset Management January 2011 - December 2011
J.P. Morgan June 2007 - December 2010
J.P. Morgan November 2005 - May 2007
Cooper Tire & Rubber Company May 2004 - November 2005
Cooper Tire & Rubber Company May 2004 - November 2005
Skills
Dashboards, Dashboard, Data Warehousing, Business Objects, Business Intelligence, Oracle, Databases, Database Design, Informatica, Management, Analytics, Data Modeling, Hyperion Enterprise, Web Analytics, Digital Marketing, Toad, Business Analytics, Strategy
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, strategy and investment management
Bowling Green State University 2001 — 2004
BS, Computer Science
Ridgewood Private Equity Partners September 2014 - Present
Allstate Investments, LLC April 2014 - September 2014
Allstate Investments, LLC May 2012 - April 2014
JPMorgan Asset Management January 2007 - May 2012
Altrinsic Global Advisors July 2005 - December 2006
Goldman Sachs 2004 - 2004
Citigroup Investment Research January 2000 - August 2003
RBC Wealth Management February 1997 - January 2000
Skills
Private Equity, Asset Managment, Portfolio Management, Due Diligence, Equity Research, Alternative Investments, Investment Strategies, Hedge Funds, Financial Modeling, Mutual Funds, Investment Management, Investments, Asset Management, Equities, Valuation, Project Finance, Strategy
Education
Cornell University - Johnson Graduate School of Management
MBA, Asset Management, Finance
Stockton University
B.S., Finance and Economics
BlueBay Asset Management May 2014 - Present
Cutwater Asset Management July 2010 - May 2014
AXA Investment Managers April 2007 - July 2010
JPMorgan Asset Management March 2002 - April 2007
Deutsche Asset Management 2000 - 2002
Diversified Investment Advisors September 1997 - March 2000
Skills
RFP, Investments, Client Service, Fixed Income, Customer Relations, New Business Development, Excel, Proposal Writing, Due Diligence, PowerPoint, Microsoft Office, Word, Marketing Communications, Real Estate, Investor Relations, Asset Managment, Asset Management, Financial Services, CRM, Managing Database, Finance, Leadership, Hedge Funds, Strategy
Education
Manhattanville College
BA, Mathematics, 3.75
JPMorgan Asset Management May 2000 - Present
Skills
Due Diligence, Valuation, Auditing, Asset Management, Investments, Portfolio Management
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA
Northeastern University 1993 — 1998
BSBA
North Quincy High School
USAA Asset Management Company 2014 - Present
Quad Capital 2013 - 2014
Millennium Partners/Annalex Capital Management 2009 - 2012
JPMorgan Asset Management 2008 - 2009
MIT Sloan School of Management September 2006 - June 2008
Thomas Weisel Partners May 2005 - August 2006
Deutsche Bank May 2004 - April 2006
Misys 2000 - 2003
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Management, Investments, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Binghamton University 1996 — 2000
B.S, Management - finance
J.P. Morgan Asset Management May 2011 - Present
JPMorgan Asset Management July 1996 - Present
JP Morgan 1996 - 2009
Snowball.com 1999 - 2001
Skills
Hedge Funds, Asset Managment, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
Marketing
JPMorgan Asset Management February 2011 - Present
J.P. Morgan Chase 2003 - Present
Bank Leumi January 2000 - January 2003
The GMS Group December 1993 - January 2000
painewebber 1989 - 1993
Skills
FINRA, Series 24, Securities, Series 7, Series 63, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Risk Management, Financial Services, AML, Investments
Education
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Pt. Pleasant Boro High School 1983 — 1984
St Rose High School 1981 — 1983
JPMorgan Asset Management July 2013 - Present
Misys (Formerly Sophis) October 2010 - July 2013
MSCI Inc. (Formerly RiskMetrics) January 2010 - October 2010
RiskMetrics Group February 2008 - January 2010
ExxonMobil May 2007 - August 2007
Georgia Institute of Technology 2006 - 2007
UPS Supply Chain Solutions 2003 - 2004
Skills
Risk Management, Buy-side, Hedge Funds, Technology, Financial Markets, Modeling Portfolios, Valuation, Building Relationships, Leadership, Account Management, Enterprise Risk..., Stress Testing, Credit Risk, Market Risk, Asset Managment, VAR
Education
Georgia Institute of Technology 2006 — 2007
MS, Quantitative and Computational Finance
Georgia Tech Lorraine 2006 — 2006
Study Abroad, Industrial Engineering
Georgia Institute of Technology 2002 — 2006
BS, Industrial and Systems Engineering
National University of Singapore 2005 — 2005
Summer Study Abroad, Industrial Engineering
Tsinghua University 2005 — 2005
Summer Study Abroad, Industrial Engineering
Prudential Financial March 2008 - Present
JPMorgan Asset Management 2004 - March 2008
Federated Investors 1999 - 2004
Education
Columbia University - Columbia Business School 1991 — 1993
University of Sofia 1982 — 1988
MA, Philosophy
JPMorgan Asset Management 2010 - Present
JPMorgan Private Bank 2007 - 2010
Goldman Sachs Asset Management 2004 - 2007
JPMorgan Asset Management 2000 - 2004
BlackRock 1998 - 2000
Skills
Series 7, Securities, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Trading, Bonds, Financial Modeling, Credit Derivatives, Fund Of Funds, Fixed Income, Manager research, Due diligence, Absolute return, Liquid alternatives, Product Strategy, market strategy, Relationship Management, Business Development, Investment Strategies, Alternative Investments, Alternative Investment..., Portfolio Management, Asset Management, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
Master of Business Administration (M.B.A.), Finance and Marketing
New York University - Leonard N. Stern School of Business 1996 — 1999
Bachelor's Degree, Finance and Information Systems
JPMorgan Asset Management June 2003 - Present
Skills
Asset Management, Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Derivatives, Investments, Capital Markets, Alternative Investments
Education
New York University 2002 — 2003
MA, Economics
Boston College 1997 — 2001
BA, Mathematics
JPMorgan Asset Management June 1997 - Present
Education
Cornell University 1993 — 1997
Clarkstown High School North
Insight Investment July 2015 - Present
Pareto New York LLC 2005 - Present
JPMorgan Asset Management 1998 - 2005
Skills
Risk Management, Private Equity, Fixed Income, Due Diligence, Derivatives, Corporate Finance, Equities, Investment Management, FX Options, Asset Management, Investments, Bloomberg, Financial Services, Investment Strategies, Global Macro, Valuation, Financial Analysis, Banking, Options, Asset Allocation, Hedge Funds, Trading, Strategic Financial..., Equity Trading, Capital Markets, Financial Markets, Mutual Funds, Portfolio Management, Series 7, Bonds, Hedging, Investment Banking, Asset Managment, Wealth Management, Investment Advisory, Securities, Equity Research, Financial Modeling, Trading Systems, Finance, Alternative Investments
Education
Hofstra University 1997 — 2001
LIU Post 1988 — 1993
B.S., Accounting; Finance
M. D. Sass October 2005 - Present
JPMorgan Asset Management 2001 - 2005
JPMorgan Asset Mangement 1999 - 2001
JPMorgan Asset Management 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Fund Of Funds, Capital Markets, Securities, Hedge Funds, Risk Management, Private Equity, Relationship Management
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Economics
Templeton Global Equity Group August 2008 - Present
JPMorgan Asset Management February 2005 - May 2008
JP Morgan Asset Management 1996 - 2008
European Investors, Inc. July 2001 - September 2004
INVESCO July 1994 - February 1996
Delta Air Lines November 1985 - June 1994
Delta Air Lines December 1982 - October 1985
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA
Clemson University 1977 — 1980
M.S.
Indiana University Bloomington 1973 — 1977
B.S.
Lee and Li, Attorneys At Law July 2014 - July 2014
Renewal Forum July 2013 - August 2013
Queen's Business Consulting January 2010 - December 2010
JPMorgan Asset Management June 2008 - August 2008
Skills
Research, Public Speaking, Economics, Entrepreneurship, Data Analysis, Business Strategy, Financial Analysis, Management Consulting, Microsoft Office, Event Planning, Leadership
Education
New York University School of Law 2015 — 2016
Master of Laws (LLM), Taxation
UCLA School of Law 2012 — 2015
Doctor of Law (JD), Taxation
Queen's University 2007 — 2011
Bachelor of Commerce, Finance, 3.81
Morrison Academy
Wood Partners December 2014 - Present
Jefferson Apartment Group October 2013 - December 2014
Southern Land Company July 2012 - July 2013
JPMorgan Asset Management October 2007 - June 2012
AvalonBay Communities November 2003 - October 2007
Skills
Real Estate Economics, Valuation, Asset Managment, Financial Modeling, Due Diligence, Real Estate Development, Investments, Real Estate, Financial Analysis, Capital Markets, Disposition, Real Estate Private..., Acquisitions, Asset Management, Commercial Real Estate, Leases, Mergers, Dispositions, Real Estate Transactions
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Villanova University 1987 — 1991
BA, Economics
Friends Academy 1983 — 1987
JPMorgan Private Bank February 2008 - Present
JPMorgan Private Bank December 2005 - February 2008
JPMorgan Asset Management October 2002 - December 2006
Skills
Fixed Income, Equities, Hedge Funds, Portfolio Management, Asset Management, Capital Markets, Series 7, Alternative Investments, Derivatives, Series 63, Bloomberg
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance and Taxation/Accounting
University of Michigan 1993 — 1997
BS, Chemical Engineering
Lindenhurst High School 1989 — 1993
JP Morgan Chase October 2011 - March 2012
JPMorgan Asset Management April 2002 - October 2011
SubmitOrder, Inc. 2001 - 2002
Skills
Financial Services, Online Advertising, Digital Marketing, Integrated Marketing, Strategy, Digital Strategy, CRM, Marketing Strategy, Account Management, Product Management, Email Marketing, Social Media Marketing, Management, Marketing, Mobile Marketing, Web Analytics, B2B, Leadership, SEO, Social Media, Online Marketing, Analytics
Education
Franklin University 2007 — 2009
MBA, Business
Franklin University 2000 — 2001
BS, Management Information Systems
The Ohio State University 1993 — 1998
BSBA, Finance, Real Estate Finance, Spanish
The Ohio State University Fisher College of Business 1993 — 1998
BSBA, Finance, Real Estate Finance and Spanish
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2007 - Present
J.P. Morgan Asset Management January 2013 - December 2013
JPMorgan September 2001 - December 2006
JPMorgan September 1987 - September 2001
JPMorgan July 1984 - August 1987
Various Hospitals/Clinics September 1979 - September 1982
Skills
Series 63, Coaching, Finance, Project Management, Deferred Compensation, Management, Human Resources, Asset Managment, Investments, Series 7, Alternative Investments, Asset Management, Banking, Bonds, Business Development, CRM, Capital Markets, Change Management, Derivatives, Fixed Income, Investment Banking, Investment Management, Investment Strategies, Recruiting, Retirement, Retirement Planning, Risk Management, Securities, Training, Leadership Development, Mutual Funds, Global Human Resources...
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA
Quinnipiac University 1975 — 1979
BSOT
Glastonbury High School 1972 — 1975
HS Diploma
Prudential Douglas Elliman February 2008 - Present
JPMorgan worldwide securities services 1997 - Present
Blackrock 2007 - 2008
pershing 2007 - 2008
DTCC 2001 - 2008
DTCC 2001 - 2008
JPMorgan Asset Management 2000 - 2008
Bank of new york 2000 - 2008
credit suisse 2000 - 2008
STATE STREET 2000 - 2008
Skills
Customer Retention, Financial Services, Fixed Income, Foreign Exchange, Hedge Funds, Insurance, Mutual Funds, Project Management, Securities
Education
Saint John's University 1977 — 1981
BA, Business Adminstrations
NYU
Project Management, Real Estate
JPMorgan Asset Management July 2005 - Present
Cadwalader, Wickersham & Taft LLP April 2000 - June 2005
Skills
Asset Management, Investment Management, Alternative Investments, Separately Managed..., Investment Advisers Act, Hedge Funds, Managed Account Programs, Fund-of-Funds, Real Estate Funds, Derivatives, Private Equity, Wealth Management, Volcker Rule, Asset Management..., Private Funds, ERISA, Asset Allocation, Investment Management...
Education
Fordham University School of Law
Master of Laws (LL.M.), Banking, Corporate and Finance Law
Universite Pantheon-Assas (Paris II) 1996 — 1997
Diplome Supérieur de L'Université (DSU), Commercial Law
Universidad de Buenos Aires - Law School 1990 — 1995
Law Degree, Law
PineBridge Investments February 2010 - Present
JPMorgan Asset Management June 2006 - October 2008
AIG Retirement Services February 1996 - May 2006
AIG Retirement Services September 2004 - May 2005
AIG VALIC January 2000 - September 2004
AIG Retirement Services (AIG VALIC) February 2000 - June 2003
AIG American General (American General Life) February 1996 - February 2000
Skills
Relationship Management, Business Development, Marketing Strategy, Project Management, Corporate Communications, Asset Managment, Mutual Funds, Marketing, Financial Services, RFP, Marketing Communications, Asset Allocation, Asset Management, Investor Relations, Due Diligence, Hedge Funds, Strategy, Series 63, Training, Leadership, Process Improvement, Management
Education
Almeda College 2000 — 2001
Bachelor of Science, Business Administration
Wright State University 1991 — 1993
Pharmacy
Lamar University 1990 — 1991
Pharmacy
Apartment Services, Inc. February 2011 - Present
Casco Consultants October 2008 - November 2011
The Reserve Funds September 2007 - October 2008
JPMorgan Asset Management April 2001 - June 2007
USAllianz Investor Services October 1999 - April 2001
State Street Research 1992 - 1996
Skills
Mutual Funds, Asset Management, Investments, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Equities, Series 63, Securities, Portfolio Management, Financial Services, Investment Strategies, Hedge Funds, Investment Advisory, Fixed Income
Education
Northeastern University
Legg Mason & Co., LLC August 2009 - Present
JPMorgan Asset Management September 2006 - May 2008
Bayerische Hypo- und Vereinsbank AG August 2005 - August 2006
Bridgewater Associates, Inc. July 2004 - August 2005
Skills
Finance, Fixed Income, Portfolio Management, Risk Management
Education
Fairfield University 2000 — 2004
BS, Finance
JPMorgan Chase October 2009 - Present
JPMorgan Asset Management 1998 - 2008
BISYS 1992 - 1998
Skills
Training, Leadership, Management, Human Resources, Customer Service, Analysis, Banking, Coaching, Time Management, Mutual Funds, Accounting, Process Improvement, Vendor Management, Team Building, Project Management
Education
Michigan State University 1980 — 1982
Bachelors, Marketing
Muskegon Community College 1978 — 1980
Associates, Business
Vanguard June 2013 - Present
The Wharton School August 2011 - May 2013
JPMorgan Asset Management April 2007 - 2011
JPMorgan Asset Management July 2005 - April 2007
Skills
trading, credit research, Fixed Income, Investment Management, ABS, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Investment Banking, Equities, Investments, Capital Markets, Investment Strategies, Portfolio Management, Asset Allocation, Corporate Finance, Financial Analysis, Equity Research, Asset Managment, Mutual Funds, Asset Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
Ohio Wesleyan University 2001 — 2005
B.A, Mathematics, Economics
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
JPMorgan Asset Management January 2008 - Present
Stroock & Stroock & Lavan LLP September 1998 - January 2008
Genesys Conferencing September 2004 - April 2005
Skills
Mergers, Capital Markets, Securities Regulation, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Securities, Private Equity, Portfolio Management, Derivatives, Fixed Income, Equities, Financial Modeling, Structured Finance
Education
Fordham University School of Law 1995 — 1998
JD
Columbia College (NY) 1985 — 1989
B.A., Political Science - Int'l Political Economics
Beacon Hill Fund Services, Inc. March 2008 - Present
JPMorgan Asset Management August 2004 - March 2008
Western & Southern Financial Group February 2002 - June 2004
BISYS Fund Services 1999 - 2002
Education
Mount Vernon Nazarene University
Bachelors, Business Administration
JPMorgan Asset Management July 2003 - Present
Education
Cornell University 1999 — 2003
AB, Economics
The London School of Economics and Political Science (LSE) 2001 — 2002
General Course, Economics
JPMorgan Asset Management May 1993 - Present
Ernst & Young 1990 - 1993
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Accounting
Allianz Global Investors 2007 - Present
JPMorgan Asset Management 2003 - 2006
Lord Abbett 1997 - 2003
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Series 24, Asset Managment, ETFs, Asset Allocation, Equities, Fixed Income, Investments, Wealth Management, Investment Management, Securities, FINRA, Investment Strategies, Portfolio Management, Investment Advisory, Separately Managed...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
Finance
JPMorgan Asset Management January 2000 - Present
Schottenstein, Zox & Dunn January 1999 - January 2000
Education
Otterbein University 2001 — 2003
MBA, Masters of Business Administration
Ohio Dominican University 1995 — 1999
BA, Public Relations, Communications minor
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
J.P. Morgan August 2012 - Present
JPMorgan Asset Management March 2005 - Present
UBS Global Asset Management 2002 - 2005
Merrill Lynch 1998 - 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Syracuse University 1989 — 1993
Bachelor of Arts (BA)
BlackRock September 2010 - Present
JPMorgan Chase July 2009 - September 2010
JPMorgan Chase October 2004 - December 2008
JPMorgan 2001 - 2008
JPMorgan 2001 - 2008
JPMorgan Asset Management 2001 - 2008
JPMorgan Chase August 2001 - October 2004
Donaldson, Lufkin & Jenrette December 1993 - July 2001
Skills
Asset Management, CRM, Auditing, Analysis, Risk Assessment, Risk Management, Equities, Financial Risk, Internal Audit, Fund Administration, Operational Risk, Bonds, Hedge Funds, Mergers & Acquisitions, Business Continuity, Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Banking, Securities, Internal Controls, Financial Services, Investment Banking
Education
Emory University
B.B.A., Accounting
JPMorgan Chase January 2010 - March 2010
JPMorgan Asset Management 1986 - 2008
JPMorgan Asset Mgmt., International Equity Department January 1998 - January 2007
JPMorgan, International Private Banking January 1986 - January 1998
Skills
Administrative Support, Microsoft Office, Telephone Skills, QuickbooksPro 2009, Lotus Notes, PowerPoint, Customer Service, Microsoft Word, Software Documentation, Equities, Time Management, Spreadsheets, System Administration, Microsoft Excel, Travel Arrangements, Management, Recruiting, Microsoft Office 2007, Database Administration, Administrative..., Finance
Education
Columbia University - Training Center 2011 — 2012
Project Mgmt., QuickbooksPro, Adobe, Advanced MS Word 2007, Budgeting, Advanced Excel 2007 features
DeVry University 2009 — 2011
Bachelor of Science, Business Management
New Horizons, New York 2009 — 2010
Microsoft Office
Borough of Manhattan Community College 1998 — 2003
Associates of Arts Degree, Business Administration
Northampton Community College
JPMorgan Asset Management November 2006 - April 2007
Tax Consult Luxembourg August 2006 - October 2006
Hispanic Services foundation April 2006 - July 2006
Education
Université de Metz 2005 — 2006
Master, Management, Law, Economics and Business Administration
Université de Metz 2002 — 2005
Bachelor, English and Spanish Applied to Business
JPMorgan Asset Management July 1999 - Present
JPMorgan Asset Management 1999 - Present
JP Morgan 1999 - Present
Skills
Fixed Income Portfolio..., Fixed Income, Credit Derivatives, Bloomberg, High Yield, Derivatives, Bonds, Asset Managment, Structured Products, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics
JPMorgan Chase September 2006 - Present
JPMorgan Chase September 2006 - February 2011
JPMorgan Chase March 2002 - September 2006
JPMorgan Asset Management 2004 - 2006
Education
New York University 1998 — 2002
AA, General Business Management
JPMorgan Asset Management 2003 - Present
Lockwood Financial August 1998 - July 2003
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA, Certified Investment Management Analyst
James Madison University 1991 — 1995
Bachelor of Business Administation, Finance
Research Affiliates August 2014 - Present
JPMorgan Asset Management January 2006 - August 2014
Skills
Alternative Investments, Investments, Equities, Asset Management, Asset Allocation, Hedge Funds
Education
Harvard University
Harvard University
JPMorgan Asset Management September 2004 - Present
JPMorgan Asset Management December 2002 - September 2004
JPMorgan Asset Management August 2001 - December 2002
JPMorgan Asset Management June 2000 - August 2001
JPMorgan Asset Management October 1997 - June 2000
JPMorgan Asset Management March 1997 - October 1997
Banc One Securities Corporation July 1996 - March 1997
Banc One Securities Corporation March 1995 - July 1996
Central Benefits Mutual Insurance December 1994 - March 1995
Total Asset Planning Provident Mutual May 1994 - October 1994
Skills
Product Management, Pricing, Competitive Analysis, Analytics, Business Analysis
Education
Kent State University 1989 — 1993
Bachelor of Business Administration, Business Management (Finance Concentration)
SWBC 2010 - Present
JPMORGAN ASSET MANAGEMENT April 2001 - March 2010
SMITH BARNEY April 1996 - April 2001
Merrill Lynch May 1992 - April 1996
Skills
Sales, Insurance, Outlook, Marketing, Sales Management, Sales Operations, Series 7, Investments, Training, Business Development, Finance, Business Planning, Financial Services, Portfolio Management, Budgets
Education
Bowling Green State University 1985 — 1989
Bachelor of Science, Education
Fredericktown High School 1982 — 1985
JPMorgan Asset Management January 2009 - Present
JPMorgan Chase July 2006 - January 2009
Skills
Equities, Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Series 7, Asset Allocation, Series 63, Investment Management, Investment Strategies, Securities
Education
Fordham University
Finance/Economics
Access Distribution Partners, LLC 2009 - Present
JPMorgan Asset Management September 2005 - October 2008
AIM Investments/Invesco October 1994 - August 2005
Education
Fordham University 1981 — 1984
B.S., Finance, Marketing
JPMorgan Chase September 2013 - Present
JPMorgan Chase June 2012 - August 2012
JPMorgan Asset Management March 2012 - June 2012
Monarch Alternative Capital LP June 2011 - August 2011
Arlon Group LLC June 2010 - August 2010
Prager Metis LLC July 2009 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Investment Banking, Data Analysis, Social Media, Financial Modeling, Economics, Investments, Financial Analysis
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Asian Languages and Civilizations - Concentration in East Asia
Piper Hill Partners 2010 - Present
OppenheimerFunds Inc. March 2000 - May 2009
JPMorgan Chase 1974 - 2001
JPMorgan Asset Management 1974 - 2000
Skills
Equities, Asset Management, Hedge Funds, Investment Management, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Private Equity, Asset Managment, Securities, Investment Strategies, Series 7, Entrepreneurship, Fixed Income
Education
University of Virginia - Darden Graduate School of Business Administration 1972 — 1974
MBA, Investment Management
Ithaca College 1968 — 1972
Bachelor of Arts (BA), Economics
J.P. Morgan July 2015 - Present
JPMorgan Asset Management August 2011 - July 2015
Morrison & Foerster LLP June 2010 - August 2010
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance and Marketing
JPMorgan Asset Management September 2013 - Present
TMP Worldwide/Highland Search Group August 1998 - August 2001
Fidelity Management and Research Company August 1992 - June 1996
Skills
Leadership Development, Talent Acquisition, Executive Search
Education
Kellogg Graduate School of Management 1996 — 1998
MM, Organizational Behavior
Dartmouth College 1988 — 1992
BA, Religion
PNC August 2014 - Present
JPMorgan Asset Management June 2004 - June 2011
Banc One Investment Advisors January 2002 - June 2004
Banc One Investment Advisors February 2000 - January 2002
Skills
Investment Strategies, Asset Allocation, Client Service, Business Development, Portfolio Management
Education
Oakland University
Bachelor of Science, Finance
JPMorgan Asset Management June 2013 - Present
JPMorgan Securities LLC May 2012 - May 2013
JPMorgan Securities LLC June 2004 - May 2012
Xansa September 2000 - August 2003
Africa America Institute September 1999 - September 2000
Skills
Word, Excel, PowerPoint, Software Documentation, Human Resources, Recruiting, Administrative..., Employee Relations, Payroll, Management, Spreadsheets, Outlook, Marketing, Databases, Policy, Microsoft Office, Research, Customer Service, Microsoft Word, Microsoft Excel, Analysis, Financial Analysis, Office Management, Project Management, Lotus Notes
Education
Augusta Technical Institute 1989 — 1990
Diploma, Business & Office Technology
Lucy C. Laney High School 1984 — 1988
High School Diploma
Hunter College
English
JPMorgan Asset Management April 2013 - Present
Simpson Thacher & Bartlett LLP October 2007 - March 2013
Skills
Corporate Law, Legal Advice, Hedge Funds, Private Equity, Securities Regulation, Alternative Investments, Transactional Law, Asset Management, Investment Management, Westlaw
Education
Howard University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.) Honors, English
PNC Wealth Management March 2014 - Present
PNC Wealth Management June 2012 - March 2014
JPMorgan Chase 2009 - 2012
JP Morgan Asset Managment January 2005 - October 2009
JPMorgan Asset Management January 2000 - January 2005
Banc One Investment Advisors May 1998 - January 2000
Skills
Engaging Public Speaker, Sales Management, Training, Sales Presentations, Sales Process, Investments, Strategy, Entrepreneurship, CRM, Management, Retirement, Mutual Funds, Strategic Financial..., Wealth Management...
Education
Antioch University
B.A., Business, Management, Marketing, and Related Support Services
Independent Contractor/Consultant August 2014 - Present
JPMorgan Asset Management March 2014 - June 2014
UBS Investment Bank November 2013 - March 2014
ABAN, Ltd. March 2012 - November 2013
Royal Bank of Scotland October 2009 - September 2011
Citi April 2004 - March 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Accounting, Financial Reporting, Banking, Investments, Project Management, Business Analysis, Analysis, Account Reconciliation
Education
Pace University
MBA, Finance