JPMorgan Asset Management

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JPMorgan Asset Management Employees

Employee
Years
Job
Industry
Yifan Gao Yifan Gao San Francisco Bay Area Details
Yifan Gao's JPMorgan Asset Management Experience July 2012 - August 2012
Job Student at Boston University
Industry Financial Services
Experience
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

Derrick Breeland Derrick Breeland Greater New York City Area Details
Derrick Breeland's JPMorgan Asset Management Experience 2012 - Present
Job Regional Sales Manager
Industry Banking
Experience
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

Rebecca Krollman Kniesel Rebecca Krollman Kniesel Greater New York City Area Details
Rebecca Krollman Kniesel's JPMorgan Asset Management Experience 2000 - 2006
Job Head of Institutional Marketing at Voya Investment Management
Industry Marketing and Advertising
Experience
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

Jonathan Gregorio Jonathan Gregorio Greater New York City Area Details
Jonathan Gregorio's JPMorgan Asset Management Experience July 2005 - May 2007
Job FX Product Manager at Currenex
Industry Financial Services
Experience
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

Daniel Dismukes Daniel Dismukes San Francisco Bay Area Details
Daniel Dismukes's JPMorgan Asset Management Experience 2004 - 2008
Job Disruptive Businesses
Industry Alternative Medicine
Experience
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

Doug Muscillo Doug Muscillo Greater New York City Area Details
Doug Muscillo's JPMorgan Asset Management Experience April 2003 - October 2009
Job Corporate Vice President at New York Life Insurance Company
Industry Investment Management
Experience
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

Laura Kane, CFA, CPA Laura Kane, CFA, CPA Greater New York City Area Details
Laura Kane, CFA, CPA's JPMorgan Asset Management Experience March 2011 - April 2013
Job Director, Thematic & Sustainable Investing at UBS
Industry Financial Services
Experience
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

Carey Miller Carey Miller Columbus, Ohio Area Details
Carey Miller's JPMorgan Asset Management Experience September 2007 - October 2008
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

Rhett Payne Rhett Payne Kansas City, Missouri Details
Rhett Payne's JPMorgan Asset Management Experience February 2015 - Present
Job Vice President at JPMorgan Asset Management
Industry Financial Services
Experience
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

Dimiter T. Mace Dimiter T. Mace Greater New York City Area Details
Dimiter T. Mace's JPMorgan Asset Management Experience November 2000 - June 2015
Job StayatHome Dad
Industry Investment Management
Experience
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

Chef Melissa Hura Chef Melissa Hura Columbus, Ohio Area Details
Chef Melissa Hura's JPMorgan Asset Management Experience January 2008 - October 2010
Job Personalized Meal Planning and Preparation Delivered to Your Home to Heat and Eat at Your Convenience
Industry Consumer Services
Experience
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

Michelle Badgett Michelle Badgett Columbus, Ohio Area Details
Michelle Badgett's JPMorgan Asset Management Experience March 2008 - Present
Job Vice President, Print & Production Managment / JPMorgan Asset Management
Industry Financial Services
Experience
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

Ana Madrid Ana Madrid Greater New York City Area Details
Ana Madrid's JPMorgan Asset Management Experience December 2012 - Present
Job JPMorgan Asset Management | Learning & Development
Industry Program Development
Experience
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

Mirko Joldzic Mirko Joldzic Greater New York City Area Details
Mirko Joldzic's JPMorgan Asset Management Experience November 2011 - April 2013
Job Director Offshore Funds Product Manager at UBS
Industry Financial Services
Experience
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

Pamela Donar Pamela Donar Tampa/St. Petersburg, Florida Area Details
Pamela Donar's JPMorgan Asset Management Experience August 2000 - Present
Job Vice President at JPMorgan Asset Management
Industry Investment Banking
Experience
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

Kit Rodrigo Kit Rodrigo Greater New York City Area Details
Kit Rodrigo's JPMorgan Asset Management Experience February 2003 - Present
Job Investment Profesional, 20+ years experience in global and international equities
Industry Financial Services
Experience
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

Sam Glass Sam Glass Washington D.C. Metro Area Details
Sam Glass's JPMorgan Asset Management Experience 2005 - 2005
Job Cofounder & Partner at Artis Advisors LLC
Industry Real Estate
Experience
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

Richard Royce Richard Royce New York, New York Details
Richard Royce's JPMorgan Asset Management Experience 1998 - 2007
Job Partner at Convector Capital Management
Industry Investment Management
Experience
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

Sean Smith Sean Smith Greater Chicago Area Details
Sean Smith's JPMorgan Asset Management Experience March 2003 - November 2005
Job Sales at Exponential
Industry Online Media
Experience
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

Justin Haskin Justin Haskin Durango, Colorado Details
Justin Haskin's JPMorgan Asset Management Experience August 2005 - April 2009
Job President at Grace Legacy Capital
Industry Financial Services
Experience
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

Thomas E Fleming Jr Thomas E Fleming Jr Greater New York City Area Details
Thomas E Fleming Jr's JPMorgan Asset Management Experience August 2004 - April 2005
Job Business Systems Analyst
Industry Information Technology and Services
Experience
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

Chris Emanuel Chris Emanuel Greater New York City Area Details
Chris Emanuel's JPMorgan Asset Management Experience July 2002 - February 2008
Job Senior Vice President at GIC
Industry Financial Services
Experience
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

Brett Andress, CFA Brett Andress, CFA Cleveland, Ohio Details
Brett Andress, CFA's JPMorgan Asset Management Experience June 2010 - November 2012
Job Equity Research at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  November 2012 - Present
JPMorgan Asset Management   June 2010 - November 2012

Education
Ohio University   2006 — 2010
Accounting, Finance

Katie (Scolnick) Schmitz Katie (Scolnick) Schmitz Greater New York City Area Details
Katie (Scolnick) Schmitz's JPMorgan Asset Management Experience December 2007 - May 2011
Job
Industry Financial Services
Experience
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

Charles Minas Charles Minas Greater New York City Area Details
Charles Minas's JPMorgan Asset Management Experience May 1995 - April 1999
Job VP Legal Oversight and Control Manager JPMorgan Chase
Industry Financial Services
Experience
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

Beverly (Kearns) Segars Beverly (Kearns) Segars Columbus, Ohio Area Details
Beverly (Kearns) Segars's JPMorgan Asset Management Experience March 2007 - Present
Job Vice President J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Stacey-Lee Duggan Stacey-Lee Duggan Greater New York City Area Details
Stacey-Lee Duggan's JPMorgan Asset Management Experience August 2007 - August 2012
Job Vice President Project Manager at Lloyd's Banking Group. PMP, CSM
Industry Financial Services
Experience
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

Lori Bacon Lori Bacon San Francisco Bay Area Details
Lori Bacon's JPMorgan Asset Management Experience April 2006 - December 2009
Job Physical Therapist at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
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

Joel Seiboldt Joel Seiboldt Greater Chicago Area Details
Joel Seiboldt's JPMorgan Asset Management Experience May 2005 - July 2010
Job Managing Director at The Private Bank And Trust Company
Industry Investment Management
Experience
The Private Bank And Trust Company  August 2010 - Present
JPMorgan Asset Management   May 2005 - July 2010
JP Morgan  May 2005 - July 2010
JPMorgan  1999 - 2009
The First National Bank of Chicago  1981 - 1998

Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1985
Masters, Business Administration

University of Illinois at Urbana-Champaign   1977 — 1981
Bachelor of Science, Agricultural Economics

Greg Holst, CFA Greg Holst, CFA Columbus, Ohio Area Details
Greg Holst, CFA's JPMorgan Asset Management Experience September 2011 - Present
Job VP, Client Portfolio Manager at J.P.Morgan Asset Management
Industry Financial Services
Experience
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

David Groshoff, J.D., M.B.A., Ed.M. David Groshoff, J.D., M.B.A., Ed.M. Orange County, California Area Details
David Groshoff, J.D., M.B.A., Ed.M.'s JPMorgan Asset Management Experience September 1997 - June 2008
Job Managing Member at BXLNT, LLC
Industry Financial Services
Experience
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

Dorothy Orlowski Dorothy Orlowski New York, New York Details
Dorothy Orlowski's JPMorgan Asset Management Experience June 2008 - May 2011
Job Marketing Project Manager Strategic Global Marketing at Leading Asset Management Company
Industry Investment Management
Experience
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

Paul Scibetta Paul Scibetta United States Details
Paul Scibetta's JPMorgan Asset Management Experience April 2001 - June 2003
Job CoFounder and CEO at Quiet Revolution LLC
Industry Investment Management
Experience
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

Leila Gastil Leila Gastil Brooklyn, New York Details
Leila Gastil's JPMorgan Asset Management Experience 1998 - 2007
Job Education, Marketing, Conference Content Management, Speaker Coach
Industry Research
Experience
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

Ryan Meltzer, CFA Ryan Meltzer, CFA Greater New York City Area Details
Ryan Meltzer, CFA's JPMorgan Asset Management Experience July 2007 - August 2011
Job Vice President: Multi Asset Solutions Risk Analyst
Industry Financial Services
Experience
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

Shelly Eckels (Grossenbacher) Shelly Eckels (Grossenbacher) Columbus, Ohio Area Details
Shelly Eckels (Grossenbacher)'s JPMorgan Asset Management Experience November 2011 - April 2013
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Stephanie Hurley Stephanie Hurley Greater Philadelphia Area Details
Stephanie Hurley's JPMorgan Asset Management Experience January 2010 - June 2012
Job SAHM
Industry Financial Services
Experience
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

Amanda Maurer Amanda Maurer New York, New York Details
Amanda Maurer's JPMorgan Asset Management Experience January 2010 - February 2012
Job Marketing Manager at JPMorgan Chase
Industry Banking
Experience
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

Anthony Morose Anthony Morose New York, New York Details
Anthony Morose's JPMorgan Asset Management Experience October 2006 - September 2008
Job Chief Operating Officer at Quiet Revolution LLC
Industry Venture Capital & Private Equity
Experience
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

Ravikanth Tirumala Kanduri Ravikanth Tirumala Kanduri New York, New York Details
Ravikanth Tirumala Kanduri's JPMorgan Asset Management Experience October 2012 - Present
Job Application Development JP Morgan Chase.
Industry Investment Management
Experience
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

Jean J. Lu, CFA Jean J. Lu, CFA San Francisco Bay Area Details
Jean J. Lu, CFA's JPMorgan Asset Management Experience July 2008 - July 2009
Job Senior Investment Director at Cambridge Associates
Industry Investment Management
Experience
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.

Stephanie Fennessey Stephanie Fennessey New York, New York Details
Stephanie Fennessey's JPMorgan Asset Management Experience April 2004 - February 2009
Job Global Investment Specialist, JPMorgan Private Bank
Industry Financial Services
Experience
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

Sanoma Contractor Sanoma Contractor Greater New York City Area Details
Sanoma Contractor's JPMorgan Asset Management Experience June 2007 - July 2011
Job Investment Banking Associate at RBC Capital Markets
Industry Financial Services
Experience
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

Jeffrey Jackman Jeffrey Jackman Greater Philadelphia Area Details
Jeffrey Jackman's JPMorgan Asset Management Experience June 1998 - July 2000
Job Director of Investments at William Penn Foundation
Industry Financial Services
Experience
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

Ken Filmer Ken Filmer Greater New York City Area Details
Ken Filmer's JPMorgan Asset Management Experience 2002 - Present
Job Rich Media Producer at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Amanda Zenger Amanda Zenger Greater Chicago Area Details
Amanda Zenger's JPMorgan Asset Management Experience February 2006 - August 2008
Job Investment Management & Marketing Professional
Industry Investment Management
Experience
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

Connie Plaehn Connie Plaehn Greater New York City Area Details
Connie Plaehn's JPMorgan Asset Management Experience 1984 - Present
Job Retired
Industry Financial Services
Experience
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

Robert Twitchell Robert Twitchell Indianapolis, Indiana Area Details
Robert Twitchell's JPMorgan Asset Management Experience August 1999 - May 2009
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
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

Brian Swedrock Brian Swedrock Greater New York City Area Details
Brian Swedrock's JPMorgan Asset Management Experience January 2005 - November 2006
Job Investment Administrator at Webster Wealth Advisors
Industry Investment Management
Experience
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

Dwayne Middleton, CFA Dwayne Middleton, CFA Greater New York City Area Details
Dwayne Middleton, CFA's JPMorgan Asset Management Experience February 2003 - January 2009
Job Executive Director, Head of US Fixed Income Trading, at Morgan Stanley Investment Management
Industry Investment Management
Experience
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

Theresa Cowing Theresa Cowing Greater New York City Area Details
Theresa Cowing's JPMorgan Asset Management Experience 2007 - 2008
Job
Industry Financial Services
Experience
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

Dipti Kachru Dipti Kachru Greater New York City Area Details
Dipti Kachru's JPMorgan Asset Management Experience July 2011 - October 2013
Job
Industry Marketing and Advertising
Experience
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

Hilary Spann Hilary Spann Greater New York City Area Details
Hilary Spann's JPMorgan Asset Management Experience May 2001 - Present
Job Managing Director, Acquisitions at J.P. Morgan Asset Management
Industry Real Estate
Experience
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

Maria Cassisi Maria Cassisi Greater New York City Area Details
Maria Cassisi's JPMorgan Asset Management Experience October 2006 - October 2010
Job SVP, Business Development Head Client Services, USA at Standard Life Investments
Industry Investment Management
Experience
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

Mary (Taggart) Wheeldon Mary (Taggart) Wheeldon Greater New York City Area Details
Mary (Taggart) Wheeldon's JPMorgan Asset Management Experience August 2007 - October 2010
Job Vice President at J.P. Morgan Asset Management Manager Research and Due Diligence
Industry Financial Services
Experience
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

Nicole Goldberger, CFA Nicole Goldberger, CFA Greater New York City Area Details
Nicole Goldberger, CFA's JPMorgan Asset Management Experience June 2003 - Present
Job Portfolio Manager / Executive Director at JPMorgan Asset Management
Industry Investment Management
Experience
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

Joseph Siano Joseph Siano Greater New York City Area Details
Joseph Siano's JPMorgan Asset Management Experience July 2004 - November 2005
Job Analyst at SIR Capital Management
Industry Research
Experience
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

Raena Zakhary Bishop Raena Zakhary Bishop New York, New York Details
Raena Zakhary Bishop's JPMorgan Asset Management Experience March 2001 - June 2006
Job Associate Director of Marketing at Muzinich & Co
Industry Investment Management
Experience
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

David Martucci David Martucci Greater New York City Area Details
David Martucci's JPMorgan Asset Management Experience 2000 - Present
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
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 Andrew Hatch Greater New York City Area Details
Andrew Hatch's JPMorgan Asset Management Experience August 2004 - 2015
Job Real Estate and Investment Professional
Industry Real Estate
Experience
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

Jed Laskowitz Jed Laskowitz Greater New York City Area Details
Jed Laskowitz's JPMorgan Asset Management Experience May 1996 - Present
Job CoHead Global Investment Management Solutions, JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Asset Management   May 1996 - Present

Education
Brooklyn Law School   1996 — 2000
JD

Ithaca College   1990 — 1994
BA, Politics

Greenhill, Noah Greenhill, Noah Greater New York City Area Details
Greenhill, Noah's JPMorgan Asset Management Experience January 2015 - Present
Job General Counsel, Global Investment Management and Alternatives, Managing Director at JPMorgan Asset Management
Industry Financial Services
Experience
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

Jane Klivans Jane Klivans Columbus, Ohio Area Details
Jane Klivans's JPMorgan Asset Management Experience Managing DirectorJ.P. Morgan Asset Management1988 - Present
Job Managing Director at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Asset Management   Managing DirectorJ.P. Morgan Asset Management1988 - Present
Mellon Bank  1975 - 1988

Education
Carnegie Mellon University

Jim Casey Jim Casey Greater New York City Area Details
Jim Casey's JPMorgan Asset Management Experience September 2013 - Present
Job Managing Director at JPMorgan Asset Management
Industry Financial Services
Experience
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

Jay Snider Jay Snider New Bremen, Ohio Details
Jay Snider's JPMorgan Asset Management Experience July 2001 - September 2007
Job SAP ABAP Developer III at Crown Equipment Corporation
Industry Logistics and Supply Chain
Experience
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

Kelly Mathieson Kelly Mathieson Greater New York City Area Details
Kelly Mathieson's JPMorgan Asset Management Experience 2000 - 2006
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
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

Farhan Mehta Farhan Mehta Ann Arbor, Michigan Details
Farhan Mehta's JPMorgan Asset Management Experience July 2008 - August 2008
Job Technology Consultant
Industry Financial Services
Experience
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

Kristen Newman Kristen Newman Columbus, Ohio Area Details
Kristen Newman's JPMorgan Asset Management Experience August 2002 - Present
Job Marketing Manager, JPMorgan Asset Management
Industry Financial Services
Experience
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

Chris Bires, CFA Chris Bires, CFA Greater Chicago Area Details
Chris Bires, CFA's JPMorgan Asset Management Experience 2005 - 2007
Job Director, Global Distribution at Citadel LLC
Industry Financial Services
Experience
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.

Conrad Bowman Conrad Bowman Columbus, Ohio Area Details
Conrad Bowman's JPMorgan Asset Management Experience January 2011 - December 2011
Job Digital Analytics Manager at Scotts MiracleGro
Industry Consumer Goods
Experience
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

Michael Albrecht, CFA Michael Albrecht, CFA Greater New York City Area Details
Michael Albrecht, CFA's JPMorgan Asset Management Experience January 2007 - May 2012
Job Managing Director at Ridgewood Private Equity Partners
Industry Investment Management
Experience
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

Pam Erenberg Pam Erenberg Greater New York City Area Details
Pam Erenberg's JPMorgan Asset Management Experience March 2002 - April 2007
Job RFP Global Business Development at BlueBay Asset Management
Industry Investment Management
Experience
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

Edwin Chin Edwin Chin Greater New York City Area Details
Edwin Chin's JPMorgan Asset Management Experience May 2000 - Present
Job Executive Director at JPMorgan
Industry Real Estate
Experience
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

Seth Miller Seth Miller San Antonio, Texas Area Details
Seth Miller's JPMorgan Asset Management Experience 2008 - 2009
Job Senior Equity Analyst at USAA Asset Management Company
Industry Investment Management
Experience
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

Andrea Lisher Andrea Lisher Greater New York City Area Details
Andrea Lisher's JPMorgan Asset Management Experience July 1996 - Present
Job Managing Director, JPMorgan Asset Management
Industry Financial Services
Experience
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

Kevin Kloza Kevin Kloza Greater New York City Area Details
Kevin Kloza's JPMorgan Asset Management Experience February 2011 - Present
Job Executive DirectorChief Compliance Officer at JPMorgan Asset Management
Industry Financial Services
Experience
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

Apurva Doshi, CFA Apurva Doshi, CFA New York, New York Details
Apurva Doshi, CFA's JPMorgan Asset Management Experience July 2013 - Present
Job Risk Analytics Associate at JPMorgan Asset Management
Industry Financial Services
Experience
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

Nick Ivanov Nick Ivanov Greater New York City Area Details
Nick Ivanov's JPMorgan Asset Management Experience 2004 - March 2008
Job Investment Management
Industry Investment Management
Experience
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

Oksana Aronov Oksana Aronov New York, New York Details
Oksana Aronov's JPMorgan Asset Management Experience 2010 - Present
Job Managing Director Head of Market Strategy Absolute Return and Opportunistic Fixed Income J.P. Morgan
Industry Investment Management
Experience
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

Matthew Pallai Matthew Pallai Greater New York City Area Details
Matthew Pallai's JPMorgan Asset Management Experience June 2003 - Present
Job Executive Director, JPMorgan Asset Management
Industry Investment Management
Experience
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

Michael Schoenhaut Michael Schoenhaut Greater New York City Area Details
Michael Schoenhaut's JPMorgan Asset Management Experience June 1997 - Present
Job Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Asset Management   June 1997 - Present

Education
Cornell University   1993 — 1997

Clarkstown High School North

Carl Mastroianni Carl Mastroianni Greater New York City Area Details
Carl Mastroianni's JPMorgan Asset Management Experience 1998 - 2005
Job Senior Product Specialist at Insight Investment
Industry Investment Management
Experience
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

Cris Posada, CFA Cris Posada, CFA Greater New York City Area Details
Cris Posada, CFA's JPMorgan Asset Management Experience 2001 - 2005
Job Senior Vice President Sales & Relationship Management
Industry Financial Services
Experience
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

Daniel O'Connor, CFA Daniel O'Connor, CFA Greater New York City Area Details
Daniel O'Connor, CFA's JPMorgan Asset Management Experience February 2005 - May 2008
Job Institutional Portfolio Manager at Templeton Global Equity Group
Industry Financial Services
Experience
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.

Ivan Lu Ivan Lu Greater Los Angeles Area Details
Ivan Lu's JPMorgan Asset Management Experience June 2008 - August 2008
Job J.D. Candidate at UCLA
Industry Law Practice
Experience
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

Rashid Walker Rashid Walker Greater New York City Area Details
Rashid Walker's JPMorgan Asset Management Experience October 2007 - June 2012
Job Wood Partners
Industry Real Estate
Experience
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

Eric Ingber Eric Ingber Greater New York City Area Details
Eric Ingber's JPMorgan Asset Management Experience October 2002 - December 2006
Job Executive Director at JPMorgan Private Bank
Industry Financial Services
Experience
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

Jodie Kaminsky Jodie Kaminsky Columbus, Ohio Area Details
Jodie Kaminsky's JPMorgan Asset Management Experience April 2002 - October 2011
Job Vice President at JPMorgan Asset Management
Industry Financial Services
Experience
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

Lynn Avitabile Lynn Avitabile Greater New York City Area Details
Lynn Avitabile's JPMorgan Asset Management Experience October 2007 - Present
Job Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   January 2014 - Present
JPMorgan Asset Management   October 2007 - Present
J.P. Morgan Asset Management   January 2013 - December 2013
JPMorgan  September 2001 - December 2006
JPMorgan  September 1987 - September 2001
JPMorgan  July 1984 - August 1987
Various Hospitals/Clinics   September 1979 - September 1982

Skills
Series 63, Coaching, Finance, Project Management, Deferred Compensation, Management, Human Resources, Asset Managment, Investments, Series 7, Alternative Investments, Asset Management, Banking, Bonds, Business Development, CRM, Capital Markets, Change Management, Derivatives, Fixed Income, Investment Banking, Investment Management, Investment Strategies, Recruiting, Retirement, Retirement Planning, Risk Management, Securities, Training, Leadership Development, Mutual Funds, Global Human Resources...

Education
Duke University - The Fuqua School of Business   1982 — 1984
MBA

Quinnipiac University   1975 — 1979
BSOT

Glastonbury High School   1972 — 1975
HS Diploma

Carline St. Urbain Carline St. Urbain Greater New York City Area Details
Carline St. Urbain's JPMorgan Asset Management Experience 2000 - 2008
Job Relationship ManagerVP
Industry Financial Services
Experience
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

Manuela Amado Cattaneo Manuela Amado Cattaneo Greater New York City Area Details
Manuela Amado Cattaneo's JPMorgan Asset Management Experience July 2005 - Present
Job Executive Director & Assistant General Counsel at JPMorgan Asset Management
Industry Investment Management
Experience
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

Monique McLemore Monique McLemore Greater New York City Area Details
Monique McLemore's JPMorgan Asset Management Experience June 2006 - October 2008
Job Senior Vice President at PineBridge Investments
Industry Financial Services
Experience
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

Jeffrey Mellecker Jeffrey Mellecker Baltimore, Maryland Area Details
Jeffrey Mellecker's JPMorgan Asset Management Experience April 2001 - June 2007
Job Regional Marketing Expert at Apartment Services, Inc.
Industry Investment Management
Experience
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

Nicole McGuckian Nicole McGuckian Greater New York City Area Details
Nicole McGuckian's JPMorgan Asset Management Experience September 2006 - May 2008
Job Assistant Vice President, Business Implementation
Industry Financial Services
Experience
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

Debora Carvey Debora Carvey Columbus, Ohio Area Details
Debora Carvey's JPMorgan Asset Management Experience 1998 - 2008
Job Branch Operations Support Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Thanh Nguyen, CFA Thanh Nguyen, CFA Greater Philadelphia Area Details
Thanh Nguyen, CFA's JPMorgan Asset Management Experience April 2007 - 2011
Job MBA Leadership Program Investment Management at Vanguard
Industry Investment Management
Experience
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

Sonja Lockhart Sonja Lockhart Phoenix, Arizona Area Details
Sonja Lockhart's JPMorgan Asset Management Experience August 2006 - November 2008
Job Partner Development Coordinator at United Planners Financial Services
Industry Investment Management
Experience
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

Christian Porwoll Christian Porwoll Greater New York City Area Details
Christian Porwoll's JPMorgan Asset Management Experience January 2008 - Present
Job Managing Director, Product Development, Global Real Assets at J.P. Morgan Asset Management
Industry Investment Management
Experience
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

Christy Baker Christy Baker Columbus, Ohio Area Details
Christy Baker's JPMorgan Asset Management Experience August 2004 - March 2008
Job Director at Beacon Hill Fund Services, Inc.
Industry Financial Services
Experience
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

Phil Hart Phil Hart Greater New York City Area Details
Phil Hart's JPMorgan Asset Management Experience July 2003 - Present
Job Portfolio Manager/Managing Director at JPMorgan Asset Management
Industry Financial Services
Experience
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

Lawrence Playford Lawrence Playford New York, New York Details
Lawrence Playford's JPMorgan Asset Management Experience May 1993 - Present
Job Managing Director at JPMorgan Asset Management
Industry Investment Management
Experience
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

Kevin Shanley Kevin Shanley Greater New York City Area Details
Kevin Shanley's JPMorgan Asset Management Experience 2003 - 2006
Job Director, National Accounts at Allianz Global Investors
Industry Investment Management
Experience
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

Elizabeth Kennedy Elizabeth Kennedy Greater New York City Area Details
Elizabeth Kennedy's JPMorgan Asset Management Experience January 2000 - Present
Job Vice President, Marketing Communications Manager at JPMorgan Asset Management
Industry Investment Management
Experience
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

Dorian Carson Dorian Carson Greater New York City Area Details
Dorian Carson's JPMorgan Asset Management Experience 2005 - 2009
Job Vice President, Marketing Analyst at Citi
Industry Financial Services
Experience
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

Jonathan Sherman Jonathan Sherman Greater New York City Area Details
Jonathan Sherman's JPMorgan Asset Management Experience March 2005 - Present
Job Managing Director Client Portfolio Manager, US Equities at JPMorgan Asset Management
Industry Financial Services
Experience
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)

Debra Avidon Debra Avidon Greater New York City Area Details
Debra Avidon's JPMorgan Asset Management Experience 2001 - 2008
Job at BlackRock
Industry Financial Services
Experience
BlackRock  September 2010 - Present
JPMorgan Chase  July 2009 - September 2010
JPMorgan Chase  October 2004 - December 2008
JPMorgan  2001 - 2008
JPMorgan  2001 - 2008
JPMorgan Asset Management   2001 - 2008
JPMorgan Chase  August 2001 - October 2004
Donaldson, Lufkin & Jenrette   December 1993 - July 2001

Skills
Asset Management, CRM, Auditing, Analysis, Risk Assessment, Risk Management, Equities, Financial Risk, Internal Audit, Fund Administration, Operational Risk, Bonds, Hedge Funds, Mergers & Acquisitions, Business Continuity, Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Banking, Securities, Internal Controls, Financial Services, Investment Banking

Education
Emory University
B.B.A., Accounting

Moreen Blackwood Moreen Blackwood Greater New York City Area Details
Moreen Blackwood's JPMorgan Asset Management Experience 1986 - 2008
Job NYU Nursing Student
Industry Investment Management
Experience
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

Samia Houser Samia Houser Greater Atlanta Area Details
Samia Houser's JPMorgan Asset Management Experience November 2006 - April 2007
Job Banking Professional
Industry Banking
Experience
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

Jarred Sherman Jarred Sherman Boston, Massachusetts Details
Jarred Sherman's JPMorgan Asset Management Experience July 1999 - Present
Job Executive Director and Fixed Income Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
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

Audrey Perez Audrey Perez Greater New York City Area Details
Audrey Perez's JPMorgan Asset Management Experience 2004 - 2006
Job Vice President
Industry Financial Services
Experience
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

Karl Krietsch, CIMA® Karl Krietsch, CIMA® Greater Philadelphia Area Details
Karl Krietsch, CIMA®'s JPMorgan Asset Management Experience 2003 - Present
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
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

Brian Ralph Brian Ralph Orange County, California Area Details
Brian Ralph's JPMorgan Asset Management Experience January 2006 - August 2014
Job VP Institutional Relations at Research Affiliates
Industry Investment Management
Experience
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

William Mauck William Mauck Columbus, Ohio Details
William Mauck's JPMorgan Asset Management Experience September 2004 - Present
Job Product Strategist at JPMorgan Asset Management
Industry Financial Services
Experience
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)

Beth Conley Beth Conley San Antonio, Texas Area Details
Beth Conley's JPMorgan Asset Management Experience April 2001 - March 2010
Job Director of Sales and Marketing
Industry Financial Services
Experience
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

Keith Cahill Keith Cahill Greater New York City Area Details
Keith Cahill's JPMorgan Asset Management Experience January 2009 - Present
Job Client Advisor at JPMorgan Asset Management
Industry Banking
Experience
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

Bill Wendel Bill Wendel Greater Philadelphia Area Details
Bill Wendel's JPMorgan Asset Management Experience September 2005 - October 2008
Job Managing Director at Access Distribution Partners, LLC
Industry Investment Management
Experience
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

Matthew Rosen Matthew Rosen Greater New York City Area Details
Matthew Rosen's JPMorgan Asset Management Experience March 2012 - June 2012
Job Corporate and Investment Banking Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Kurt Wolfgruber Kurt Wolfgruber Greater New York City Area Details
Kurt Wolfgruber's JPMorgan Asset Management Experience 1974 - 2000
Job Owner, Piper Hill Partners
Industry Investment Management
Experience
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

Robert Keefer Robert Keefer New York, New York Details
Robert Keefer's JPMorgan Asset Management Experience August 2011 - July 2015
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
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

Christine McCann Christine McCann New York, New York Details
Christine McCann's JPMorgan Asset Management Experience September 2013 - Present
Job Consultant
Industry Investment Management
Experience
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

Anthony Buzzelli,CFA Anthony Buzzelli,CFA Greater Detroit Area Details
Anthony Buzzelli,CFA's JPMorgan Asset Management Experience June 2004 - June 2011
Job Institutional Client Advisor at PNC
Industry Investment Management
Experience
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

Penelope Brim Penelope Brim Greater New York City Area Details
Penelope Brim's JPMorgan Asset Management Experience June 2013 - Present
Job Executive Assistant at JPMorgan Asset Management
Industry Financial Services
Experience
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

Ekwutozia Nwabuzor Ekwutozia Nwabuzor Greater New York City Area Details
Ekwutozia Nwabuzor's JPMorgan Asset Management Experience April 2013 - Present
Job Vice President & Assistant General Counsel at JPMorgan Asset Management
Industry Law Practice
Experience
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

Merle Bowling Merle Bowling New Albany, Ohio Details
Merle Bowling's JPMorgan Asset Management Experience January 2000 - January 2005
Job Market Sales Director at PNC Wealth Management
Industry Financial Services
Experience
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

Elias Economakos Elias Economakos New York, New York Details
Elias Economakos's JPMorgan Asset Management Experience March 2014 - June 2014
Job Product Control and FP&A Professional
Industry Financial Services
Experience
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

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