JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Chase Salaries. You can even request information on how much does JPMorgan Chase pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Employees
Employee
Years
Job
Industry
Ross Brunello Ross Brunello's JPMorgan Chase Experience July 2012 - June 2014
Job Wells Fargo Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Wells Fargo June 2014 - Present
JPMorgan Chase July 2012 - June 2014
AllianceBernstein June 2011 - May 2012
Skills
Asset Management, Investments, Real Estate, Finance, Investment Management, Commercial Real Estate, Commercial Lending
Education
Fordham Gabelli School of Business
Wells Fargo June 2014 - Present
JPMorgan Chase July 2012 - June 2014
AllianceBernstein June 2011 - May 2012
Skills
Asset Management, Investments, Real Estate, Finance, Investment Management, Commercial Real Estate, Commercial Lending
Education
Fordham Gabelli School of Business
Victoria Matytsin Victoria Matytsin's JPMorgan Chase Experience March 2008 - Present
Job VP at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2008 - Present
Bear Stearns December 1999 - March 2008
Publisher's Clearing House March 1998 - December 1999
Unum May 1997 - March 1998
Skills
SDLC, Business Analysis, Project Management, Agile Methodologies, Waterfall, International..., Trading Operations, Trade Settlements, Reporting & Analysis, Staff Management, Cost Reduction, Data Analysis, Requirements Analysis, Requirements Gathering, Software Development, UAT Coordination, Analytics, Database Design, User Experience, Data Warehousing, Mainframe, SQL DB2, Microsoft Excel, Microsoft Office, SharePoint, SWIFT Payments, CICS, Windows
Education
Fordham Gabelli School of Business
MBA, Finance
Georgian Technical University
Bachelor’s Degree, Computer Science
New York University
Certificate In Project Management
JPMorgan Chase March 2008 - Present
Bear Stearns December 1999 - March 2008
Publisher's Clearing House March 1998 - December 1999
Unum May 1997 - March 1998
Skills
SDLC, Business Analysis, Project Management, Agile Methodologies, Waterfall, International..., Trading Operations, Trade Settlements, Reporting & Analysis, Staff Management, Cost Reduction, Data Analysis, Requirements Analysis, Requirements Gathering, Software Development, UAT Coordination, Analytics, Database Design, User Experience, Data Warehousing, Mainframe, SQL DB2, Microsoft Excel, Microsoft Office, SharePoint, SWIFT Payments, CICS, Windows
Education
Fordham Gabelli School of Business
MBA, Finance
Georgian Technical University
Bachelor’s Degree, Computer Science
New York University
Certificate In Project Management
Jon V. Kole's JPMorgan Chase Experience October 2008 - March 2010
Job Assistant Vice President The Hebrew Home at Riverdale
Industry Hospital & Health Care
Experience
The Hebrew Home for the Aged at Riverdale April 2013 - Present
The Hebrew Home for the Aged At Riverdale September 2011 - April 2013
St. Mary's Hospital for Children May 2010 - September 2011
JPMorgan Chase October 2008 - March 2010
Bear Stearns June 2007 - October 2008
Skills
Healthcare, Healthcare Management, Finance, Budgets, Healthcare Consulting, Healthcare Information..., Home Care, Hospitals, Leadership, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance & Management
Fordham University 2003 — 2007
Bachelor of Arts (BA), Economics
The Hebrew Home for the Aged at Riverdale April 2013 - Present
The Hebrew Home for the Aged At Riverdale September 2011 - April 2013
St. Mary's Hospital for Children May 2010 - September 2011
JPMorgan Chase October 2008 - March 2010
Bear Stearns June 2007 - October 2008
Skills
Healthcare, Healthcare Management, Finance, Budgets, Healthcare Consulting, Healthcare Information..., Home Care, Hospitals, Leadership, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance & Management
Fordham University 2003 — 2007
Bachelor of Arts (BA), Economics
Abbas Syed Abbas Syed's JPMorgan Chase Experience June 2002 - November 2003
Job Director of Professional Services at FalconStor Software
Industry Information Technology and Services
Experience
FalconStor Software September 2015 - Present
FalconStor Software April 2013 - August 2015
FalconStor Software August 2010 - March 2013
FalconStor Software June 2009 - July 2010
FalconStor Software January 2008 - May 2009
FalconStor Software May 2007 - December 2007
Stony Brook University August 2004 - December 2007
JPMorgan Chase June 2002 - November 2003
Skills
Virtualization, Storage Virtualization, Disaster Recovery, Storage, Linux, Netbackup, TCP/IP, Windows, Fibre Channel, High Availability, Solaris, Deduplication, iSCSI, HP-UX, AIX, Troubleshooting, RAID, SAN, Storage Management, VTL, Support Management, Unix, Backup Solutions, Storage Architecture, VMware, NAS, Enterprise Storage, Storage Solutions, Storage Area Networks, vSphere, Cloud Computing, Data Center, Red Hat Linux, Servers, Technical Support, Shell Scripting, Cluster, Hardware, Operating Systems, Brocade, VMware ESX, SCSI, Replication, NetApp, File Systems, Windows Server, Perl, Cisco Technologies, HP, Disk Arrays
Education
Fordham University 2014 — 2016
Master of Business Administration (MBA)
Stony Brook University 2003 — 2007
Bachelor's of Engineering, Computer Engineering
Stony Brook University 2003 — 2007
Bachelor's of Science, Applied Mathematics and Statistics
FalconStor Software September 2015 - Present
FalconStor Software April 2013 - August 2015
FalconStor Software August 2010 - March 2013
FalconStor Software June 2009 - July 2010
FalconStor Software January 2008 - May 2009
FalconStor Software May 2007 - December 2007
Stony Brook University August 2004 - December 2007
JPMorgan Chase June 2002 - November 2003
Skills
Virtualization, Storage Virtualization, Disaster Recovery, Storage, Linux, Netbackup, TCP/IP, Windows, Fibre Channel, High Availability, Solaris, Deduplication, iSCSI, HP-UX, AIX, Troubleshooting, RAID, SAN, Storage Management, VTL, Support Management, Unix, Backup Solutions, Storage Architecture, VMware, NAS, Enterprise Storage, Storage Solutions, Storage Area Networks, vSphere, Cloud Computing, Data Center, Red Hat Linux, Servers, Technical Support, Shell Scripting, Cluster, Hardware, Operating Systems, Brocade, VMware ESX, SCSI, Replication, NetApp, File Systems, Windows Server, Perl, Cisco Technologies, HP, Disk Arrays
Education
Fordham University 2014 — 2016
Master of Business Administration (MBA)
Stony Brook University 2003 — 2007
Bachelor's of Engineering, Computer Engineering
Stony Brook University 2003 — 2007
Bachelor's of Science, Applied Mathematics and Statistics
Ernie Zarro Ernie Zarro's JPMorgan Chase Experience 1999 - Present
Job VP Business Unit CFO Planning & Analysis Pricing & Profitability Product Management
Industry Financial Services
Experience
JPMorgan Chase 1999 - Present
Saint David's School 1996 - 1999
Enterprise Rent-A-Car 1991 - 1996
Skills
Financial Analysis, Finance, Credit, Analysis, Risk Management, Forecasting, Analytics, Financial Modeling, Product Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Finance
Fordham University 1987 — 1991
Bachelor of Science (BS), Accounting
JPMorgan Chase 1999 - Present
Saint David's School 1996 - 1999
Enterprise Rent-A-Car 1991 - 1996
Skills
Financial Analysis, Finance, Credit, Analysis, Risk Management, Forecasting, Analytics, Financial Modeling, Product Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Finance
Fordham University 1987 — 1991
Bachelor of Science (BS), Accounting
Eileen Clark Eileen Clark's JPMorgan Chase Experience 1988 - 2008
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
Jared Clemons Jared Clemons's JPMorgan Chase Experience April 2011 - December 2011
Job Analyst
Industry Financial Services
Experience
JP MORGAN CHASE & CO August 2012 - Present
JPMorgan Chase & Co January 2011 - August 2012
JPMorgan Chase April 2011 - December 2011
JPMorgan Chase August 2010 - April 2011
Louisiana State University December 2008 - June 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
JPMorgan Chase June 2007 - July 2007
LAKE CHARLES AMERICAN PRESS August 2005 - August 2006
Skills
Microsoft Excel, Communication, Writing, Political Science, Human Resource..., Project Management, Report Writing, News Writing, Creative Writing, Project Planning, Project Coordination, MS Project, Analysis, Program Management, Business Process..., Software Project..., Microsoft Office, Process Improvement, PowerPoint, Business Analysis, Data Analysis, Human Resources
Education
Fordham University 2012 — 2014
Master of Arts (MA), Elections & Campaign Management
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
Bachelor of Science, Political Science
JP MORGAN CHASE & CO August 2012 - Present
JPMorgan Chase & Co January 2011 - August 2012
JPMorgan Chase April 2011 - December 2011
JPMorgan Chase August 2010 - April 2011
Louisiana State University December 2008 - June 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
JPMorgan Chase June 2007 - July 2007
LAKE CHARLES AMERICAN PRESS August 2005 - August 2006
Skills
Microsoft Excel, Communication, Writing, Political Science, Human Resource..., Project Management, Report Writing, News Writing, Creative Writing, Project Planning, Project Coordination, MS Project, Analysis, Program Management, Business Process..., Software Project..., Microsoft Office, Process Improvement, PowerPoint, Business Analysis, Data Analysis, Human Resources
Education
Fordham University 2012 — 2014
Master of Arts (MA), Elections & Campaign Management
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
Bachelor of Science, Political Science
Luke Power's JPMorgan Chase Experience July 2012 - Present
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
Johnson & Johnson May 2011 - July 2012
Sony Music Entertainment January 2011 - May 2011
Stifel Nicolaus January 2010 - January 2011
Penn Schoen Berland September 2010 - December 2010
Westfield Memorial Pool June 2005 - August 2010
Skills
Analysis, Finance, Sales, Commercial Real Estate..., Mortgage Banking, Mortgage Underwriting, Commercial Real Estate, Real Estate Transactions
Education
Fordham University - Graduate School of Business Administration 2015 — 2019
Master of Business Administration (MBA), Finance
Fordham University 2008 — 2012
Bachelor's degree, Business Administration, Marketing, Psychology
St. Peter's Preparatory School 2004 — 2008
High School Diploma
JPMorgan Chase July 2012 - Present
Johnson & Johnson May 2011 - July 2012
Sony Music Entertainment January 2011 - May 2011
Stifel Nicolaus January 2010 - January 2011
Penn Schoen Berland September 2010 - December 2010
Westfield Memorial Pool June 2005 - August 2010
Skills
Analysis, Finance, Sales, Commercial Real Estate..., Mortgage Banking, Mortgage Underwriting, Commercial Real Estate, Real Estate Transactions
Education
Fordham University - Graduate School of Business Administration 2015 — 2019
Master of Business Administration (MBA), Finance
Fordham University 2008 — 2012
Bachelor's degree, Business Administration, Marketing, Psychology
St. Peter's Preparatory School 2004 — 2008
High School Diploma
Peter Spyropulos's JPMorgan Chase Experience
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase
Skills
Management, Banking, Relationship Management, Retail Banking, Financial Services, Credit, Portfolio Management
Education
Fordham University 1984 — 1987
Bachelor of Science (BS), Marketing
Fordham University - Graduate School of Business Administration
Bachelor of Science (BS), Marketing/Marketing Management, General
JPMorgan Chase
Skills
Management, Banking, Relationship Management, Retail Banking, Financial Services, Credit, Portfolio Management
Education
Fordham University 1984 — 1987
Bachelor of Science (BS), Marketing
Fordham University - Graduate School of Business Administration
Bachelor of Science (BS), Marketing/Marketing Management, General
Nicholas Moustakis, MBA Nicholas Moustakis, MBA's JPMorgan Chase Experience October 2012 - Present
Job
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
Citi December 2009 - October 2012
Deutsche Bank June 2004 - January 2009
Standard & Poor's June 2002 - June 2004
American Express 1998 - 2002
Bristol-Myers Squibb 1996 - 1998
Skills
Hedge Funds, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Financial Analysis, Alternative Investments, Asset Managment, Investments, Oracle Financial, Hyperion Reports, Business Objects, SAP BI, Corporate Financial..., Strategic Financial..., Business Valuation, Month End Close, Financial Reporting, Variance Analysis, Finance, Cross-functional Team..., Budgets
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance & Marketing
New York University - Leonard N. Stern School of Business 1992 — 1996
Bachelors of Science, Finance & International Business
Benjamin Cardozo HS 1988 — 1992
Davinci Law program
St Nicholas
JPMorgan Chase October 2012 - Present
Citi December 2009 - October 2012
Deutsche Bank June 2004 - January 2009
Standard & Poor's June 2002 - June 2004
American Express 1998 - 2002
Bristol-Myers Squibb 1996 - 1998
Skills
Hedge Funds, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Financial Analysis, Alternative Investments, Asset Managment, Investments, Oracle Financial, Hyperion Reports, Business Objects, SAP BI, Corporate Financial..., Strategic Financial..., Business Valuation, Month End Close, Financial Reporting, Variance Analysis, Finance, Cross-functional Team..., Budgets
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance & Marketing
New York University - Leonard N. Stern School of Business 1992 — 1996
Bachelors of Science, Finance & International Business
Benjamin Cardozo HS 1988 — 1992
Davinci Law program
St Nicholas
Mariana Coontz Mariana Coontz's JPMorgan Chase Experience May 2011 - April 2014
Job Senior Vice President, Treasury Risk
Industry Financial Services
Experience
Synchrony Financial April 2014 - Present
JPMorgan Chase May 2011 - April 2014
JPMorgan August 2007 - May 2011
JPMorgan Chase July 2006 - July 2007
JPMorgan Chase April 2006 - July 2007
Fordham University 1999 - 2003
White House Office of Political Affairs 2001 - 2001
Skills
Basel II, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Financial Analysis, Investment Banking, Equities, Valuation, Banking, Credit Risk, Finance, Financial Risk, Hedge Funds, Portfolio Management, Management, Risk Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
BS, Finance
Fordham University 1999 — 2003
Bachelor of Science, Finance & MIS
Synchrony Financial April 2014 - Present
JPMorgan Chase May 2011 - April 2014
JPMorgan August 2007 - May 2011
JPMorgan Chase July 2006 - July 2007
JPMorgan Chase April 2006 - July 2007
Fordham University 1999 - 2003
White House Office of Political Affairs 2001 - 2001
Skills
Basel II, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Financial Analysis, Investment Banking, Equities, Valuation, Banking, Credit Risk, Finance, Financial Risk, Hedge Funds, Portfolio Management, Management, Risk Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
BS, Finance
Fordham University 1999 — 2003
Bachelor of Science, Finance & MIS
Fei (Fay) Wang Fei (Fay) Wang's JPMorgan Chase Experience May 2012 - August 2012
Job Associate at Deloitte
Industry Financial Services
Experience
Deloitte October 2013 - Present
Deloitte January 2013 - April 2013
JPMorgan Chase May 2012 - August 2012
China Construction Bank January 2010 - August 2010
AIESEC April 2009 - December 2009
Skills
Bloomberg, VBA, C++, Quantitative Finance, Matlab, SAS, Microsoft Excel, Financial Modeling, Derivatives, Stochastic Calculus, Asset Management, Quantitative Analytics, Data Analysis, Economics, Risk Management, Options, Bloomberg Terminal
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MS, Quantitative Finance, 3.9
Shanghai Jiao Tong University 2007 — 2011
BS, Finance, 3.6
UCLA 2009 — 2009
Summer Exchange, Finance
Deloitte October 2013 - Present
Deloitte January 2013 - April 2013
JPMorgan Chase May 2012 - August 2012
China Construction Bank January 2010 - August 2010
AIESEC April 2009 - December 2009
Skills
Bloomberg, VBA, C++, Quantitative Finance, Matlab, SAS, Microsoft Excel, Financial Modeling, Derivatives, Stochastic Calculus, Asset Management, Quantitative Analytics, Data Analysis, Economics, Risk Management, Options, Bloomberg Terminal
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MS, Quantitative Finance, 3.9
Shanghai Jiao Tong University 2007 — 2011
BS, Finance, 3.6
UCLA 2009 — 2009
Summer Exchange, Finance
Therese Bush-Hilgar Therese Bush-Hilgar's JPMorgan Chase Experience 1989 - 2006
Job Owner, Decor & You
Industry Design
Experience
Decor & You November 2006 - Present
JPMorgan Chase 1989 - 2006
Skills
Advertising, Customer Service, Photoshop, Event Management, Interior Design, Public Speaking, Marketing, Marketing Strategy, Public Relations, Furniture, Marketing Communications, Social Networking, Space planning, Sales, Interior Architecture, Microsoft Office, Draperies, Furnishings, Window Treatments, Residential Homes, Small Business, Art, Fashion, Floor Plans, Custom Furniture, Window Coverings, Area Rugs, Home Staging, Accessorizing, Blinds, Color Schemes, Space Planning
Education
Fordham Gabelli School of Business
MBA, Marketing
New York School of Interior Design
Certification, Interior Design
University of Colorado Boulder - Leeds School of Business
BS, Marketing
Decor & You November 2006 - Present
JPMorgan Chase 1989 - 2006
Skills
Advertising, Customer Service, Photoshop, Event Management, Interior Design, Public Speaking, Marketing, Marketing Strategy, Public Relations, Furniture, Marketing Communications, Social Networking, Space planning, Sales, Interior Architecture, Microsoft Office, Draperies, Furnishings, Window Treatments, Residential Homes, Small Business, Art, Fashion, Floor Plans, Custom Furniture, Window Coverings, Area Rugs, Home Staging, Accessorizing, Blinds, Color Schemes, Space Planning
Education
Fordham Gabelli School of Business
MBA, Marketing
New York School of Interior Design
Certification, Interior Design
University of Colorado Boulder - Leeds School of Business
BS, Marketing
Christina Kennedy's JPMorgan Chase Experience May 2011 - May 2013
Job Assurance Experienced Associate at PwC
Industry Accounting
Experience
PwC August 2013 - Present
JPMorgan Chase May 2011 - May 2013
Fordham University August 2010 - May 2013
Fordham University and Bishop Kearney High School September 2004 - May 2013
PwC June 2010 - August 2010
Skills
Thomson Reuters..., Microsoft Office, Accounting, Financial Analysis, Financial Modeling, SPSS, Financial Reporting, Microsoft Excel, Account Reconciliation, Auditing, Corporate Tax, Budgets, Finance, Leadership, Management, Economics, Financial Accounting, Data Analysis, Access, Microsoft Word, PowerPoint, Event Planning, Crisis Management
Education
Fordham University 2008 — 2012
Bachelor of Science, Accounting
Fordham University - Graduate School of Business Administration 2012 — 2013
Masters of Business Administration, Finance
PwC August 2013 - Present
JPMorgan Chase May 2011 - May 2013
Fordham University August 2010 - May 2013
Fordham University and Bishop Kearney High School September 2004 - May 2013
PwC June 2010 - August 2010
Skills
Thomson Reuters..., Microsoft Office, Accounting, Financial Analysis, Financial Modeling, SPSS, Financial Reporting, Microsoft Excel, Account Reconciliation, Auditing, Corporate Tax, Budgets, Finance, Leadership, Management, Economics, Financial Accounting, Data Analysis, Access, Microsoft Word, PowerPoint, Event Planning, Crisis Management
Education
Fordham University 2008 — 2012
Bachelor of Science, Accounting
Fordham University - Graduate School of Business Administration 2012 — 2013
Masters of Business Administration, Finance
Slava Klozner Slava Klozner's JPMorgan Chase Experience June 2010 - June 2011
Job Credit Risk Analysis, Financial Statements Review
Industry Fine Art
Experience
Christie's November 2012 - Present
The Dream Factory September 2011 - April 2012
JPMorgan Chase June 2010 - June 2011
JPMorgan Chase July 2008 - June 2010
SWP Marketing Inc March 2005 - August 2007
Skills
Banking, Investments, Marketing, Market Research, Project Management, Consulting, Microsoft Office, Investment Management, Sales, Relationship Management, Credit, Financial Analysis, Portfolio Management, Financial Services, Insurance, Business Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Public Accountancy
State University of New York at Albany 2004 — 2008
B.S. in Business Administration, Finance and Management
Christie's November 2012 - Present
The Dream Factory September 2011 - April 2012
JPMorgan Chase June 2010 - June 2011
JPMorgan Chase July 2008 - June 2010
SWP Marketing Inc March 2005 - August 2007
Skills
Banking, Investments, Marketing, Market Research, Project Management, Consulting, Microsoft Office, Investment Management, Sales, Relationship Management, Credit, Financial Analysis, Portfolio Management, Financial Services, Insurance, Business Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Public Accountancy
State University of New York at Albany 2004 — 2008
B.S. in Business Administration, Finance and Management
Yury Beyzarov Yury Beyzarov's JPMorgan Chase Experience July 2001 - July 2004
Job CFO at NYSTLA
Industry Nonprofit Organization Management
Experience
New York State Trial Lawyers Association and Institute April 2007 - Present
MetLife Financial Services July 2004 - April 2007
JPMorgan Chase July 2001 - July 2004
Citigroup June 1999 - January 2001
U.S. Department of Commerce 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Negotiation, Forecasting, Budgeting, Financial Reporting, Financial Planning, Financial Accounting, Strategic Planning, Analysis, P&L, Pricing, Financial Management, Variance Analysis, Management, Budgets, Strategic Financial..., Managerial Finance, Computer Proficiency, Legal Management, Business Intelligence, Income Statement, Finance, Strategy, Accounting, Auditing, Leadership, Internal Controls, Business Development, Executive Management, Project Planning, Program Management, Mergers & Acquisitions, Corporate Finance, Team Leadership
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
The George Washington University 1989 — 1994
BBA, International Business
New York State Trial Lawyers Association and Institute April 2007 - Present
MetLife Financial Services July 2004 - April 2007
JPMorgan Chase July 2001 - July 2004
Citigroup June 1999 - January 2001
U.S. Department of Commerce 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Negotiation, Forecasting, Budgeting, Financial Reporting, Financial Planning, Financial Accounting, Strategic Planning, Analysis, P&L, Pricing, Financial Management, Variance Analysis, Management, Budgets, Strategic Financial..., Managerial Finance, Computer Proficiency, Legal Management, Business Intelligence, Income Statement, Finance, Strategy, Accounting, Auditing, Leadership, Internal Controls, Business Development, Executive Management, Project Planning, Program Management, Mergers & Acquisitions, Corporate Finance, Team Leadership
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
The George Washington University 1989 — 1994
BBA, International Business
William Regan William Regan's JPMorgan Chase Experience October 2002 - July 2011
Job Independent Consultant
Industry Financial Services
Experience
Capstone Affluent Strategies January 2013 - May 2014
Independent Financial Advisory March 2012 - December 2012
JPMorgan Chase October 2002 - July 2011
UBS 1998 - 2002
Morgan Stanley Smith Barney 1991 - 1998
Skills
Investments, Finance, Leadership, Management, Strategic Partnerships, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Fixed Income, Financial Services, Series 7, Retirement Planning, Asset Management, Series 63, Asset Allocation, Financial Analysis, Financial Planning, Equities, Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St Peters College, Jersey City,NJ
BS, Accounting
Capstone Affluent Strategies January 2013 - May 2014
Independent Financial Advisory March 2012 - December 2012
JPMorgan Chase October 2002 - July 2011
UBS 1998 - 2002
Morgan Stanley Smith Barney 1991 - 1998
Skills
Investments, Finance, Leadership, Management, Strategic Partnerships, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Fixed Income, Financial Services, Series 7, Retirement Planning, Asset Management, Series 63, Asset Allocation, Financial Analysis, Financial Planning, Equities, Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St Peters College, Jersey City,NJ
BS, Accounting
Mark Nurse Mark Nurse's JPMorgan Chase Experience February 1997 - January 2009
Job Managing Director at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
Bernadette Feusi Bernadette Feusi's JPMorgan Chase Experience February 2002 - September 2003
Job COO
Industry Information Technology and Services
Experience
Continuity Centers May 2011 - Present
Uncommon Schools September 2008 - May 2010
JPMorgan Chase February 2002 - September 2003
Voyant Corporation November 2000 - November 2001
McKinsey & Company May 1995 - November 2000
McKinsey & Company June 1991 - May 1995
KPMG June 1989 - June 1991
Skills
Business Analysis, Business Process, CRM, Strategy, Enterprise Software, Project Management, Databases, Management, Change Management, Analysis, Leadership, Start-ups, Outsourcing, E-commerce, Training
Education
Columbia University Teachers College 1998 — 1999
MA, Organizational Psychology
Fordham University 1985 — 1989
BA, Philosophy
Continuity Centers May 2011 - Present
Uncommon Schools September 2008 - May 2010
JPMorgan Chase February 2002 - September 2003
Voyant Corporation November 2000 - November 2001
McKinsey & Company May 1995 - November 2000
McKinsey & Company June 1991 - May 1995
KPMG June 1989 - June 1991
Skills
Business Analysis, Business Process, CRM, Strategy, Enterprise Software, Project Management, Databases, Management, Change Management, Analysis, Leadership, Start-ups, Outsourcing, E-commerce, Training
Education
Columbia University Teachers College 1998 — 1999
MA, Organizational Psychology
Fordham University 1985 — 1989
BA, Philosophy
Meaghan O'Brien's JPMorgan Chase Experience May 2002 - November 2004
Job Proposal Writer
Industry Financial Services
Experience
Third Avenue Management February 2010 - February 2013
OppenheimerFunds September 2009 - February 2010
OppenheimerFunds November 2004 - April 2008
JPMorgan Chase May 2002 - November 2004
Citigroup July 1999 - April 2002
Skills
Asset Management, Excel, Word, Client Services, Marketing Communications, Proposal Writing, Writing, Microsoft Office
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Marketing
Villanova University 1995 — 1999
BS, Finance
Third Avenue Management February 2010 - February 2013
OppenheimerFunds September 2009 - February 2010
OppenheimerFunds November 2004 - April 2008
JPMorgan Chase May 2002 - November 2004
Citigroup July 1999 - April 2002
Skills
Asset Management, Excel, Word, Client Services, Marketing Communications, Proposal Writing, Writing, Microsoft Office
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Marketing
Villanova University 1995 — 1999
BS, Finance
Elena Khilko Elena Khilko's JPMorgan Chase Experience November 2013 - April 2015
Job Assistant Vice President, Global Investigations Unit at Citigroup
Industry Higher Education
Experience
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Cecilia Bartley Cecilia Bartley's JPMorgan Chase Experience January 2001 - January 2003
Job Application System Analyst \ Developer at University of Arkansas for Medical Sciences
Industry Information Technology and Services
Experience
University of Arkansas for Medical Sciences October 2014 - Present
University of Arkansas for Medical Sciences September 2011 - October 2014
University of Arkansas at Little Rock August 2009 - August 2011
Garden City Group October 2005 - August 2009
JPMorgan Chase January 2001 - January 2003
Skills
Data Analysis, ETL, Data Mining, Data Warehousing, Data Management, Databases, Data Quality, Business Intelligence, Root Cause Analysis, STP, Requirements Analysis, Research, Report Writing, Program Management, Project Management, Strategic Planning, Risk Management, Business Strategy, Business Analysis, Financial Analysis, SQL, VBA, Microsoft Excel, Team Building
Education
University of Arkansas at Little Rock 2009 — 2011
Master of Science, Information Quality, 4.0
Fordham University 2001 — 2005
Bachelor of Science, Economics and Mathematics, 3.7
University of Arkansas for Medical Sciences October 2014 - Present
University of Arkansas for Medical Sciences September 2011 - October 2014
University of Arkansas at Little Rock August 2009 - August 2011
Garden City Group October 2005 - August 2009
JPMorgan Chase January 2001 - January 2003
Skills
Data Analysis, ETL, Data Mining, Data Warehousing, Data Management, Databases, Data Quality, Business Intelligence, Root Cause Analysis, STP, Requirements Analysis, Research, Report Writing, Program Management, Project Management, Strategic Planning, Risk Management, Business Strategy, Business Analysis, Financial Analysis, SQL, VBA, Microsoft Excel, Team Building
Education
University of Arkansas at Little Rock 2009 — 2011
Master of Science, Information Quality, 4.0
Fordham University 2001 — 2005
Bachelor of Science, Economics and Mathematics, 3.7
Sean Aitken's JPMorgan Chase Experience January 2013 - June 2014
Job Executive Director / Senior Audit Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase January 2013 - June 2014
JPMorgan Chase April 2010 - January 2013
JP Morgan Chase March 2007 - April 2010
Ernst & Young June 2004 - March 2007
O'Connor Brokerage - NYMEX May 2003 - June 2004
CTX Media Center 2000 - 2003
Bloomberg LP 1997 - 1999
Skills
Self Assessment, IT Audit, Sarbanes-Oxley Act, CISA, Enterprise Risk..., SAS70, Risk Management, Operational Risk, Auditing, Operational Risk..., Internal Audit, IT Risk Management, Internal Controls
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Information Systems
State University of New York at Albany 1992 — 1995
BS, Chemistry
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase January 2013 - June 2014
JPMorgan Chase April 2010 - January 2013
JP Morgan Chase March 2007 - April 2010
Ernst & Young June 2004 - March 2007
O'Connor Brokerage - NYMEX May 2003 - June 2004
CTX Media Center 2000 - 2003
Bloomberg LP 1997 - 1999
Skills
Self Assessment, IT Audit, Sarbanes-Oxley Act, CISA, Enterprise Risk..., SAS70, Risk Management, Operational Risk, Auditing, Operational Risk..., Internal Audit, IT Risk Management, Internal Controls
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Information Systems
State University of New York at Albany 1992 — 1995
BS, Chemistry
Vanashri Desai Vanashri Desai's JPMorgan Chase Experience June 2007 - August 2007
Job Senior Marketing Manager Small Merchant Marketing, Global Merchant Services at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
American Express August 2013 - August 2015
American Express March 2012 - August 2013
American Express June 2010 - March 2012
JP Morgan Chase January 2009 - April 2010
JP Morgan Chase September 2007 - January 2009
JPMorgan Chase June 2007 - August 2007
Burlington Coat Factory June 2006 - August 2006
Skills
Strategy, Relationship Management, Product Management, CRM, Market Research, Marketing, Business Planning, Marketing Strategy, Account Management, Analytics, Banking, Financial Analysis, Financial Services, Management, Portfolio Management, Project Management, Sales
Education
Fordham Gabelli School of Business 2015 — 2017
Executive MBA, Business Administration and Management
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Marketing
American Express August 2015 - Present
American Express August 2013 - August 2015
American Express March 2012 - August 2013
American Express June 2010 - March 2012
JP Morgan Chase January 2009 - April 2010
JP Morgan Chase September 2007 - January 2009
JPMorgan Chase June 2007 - August 2007
Burlington Coat Factory June 2006 - August 2006
Skills
Strategy, Relationship Management, Product Management, CRM, Market Research, Marketing, Business Planning, Marketing Strategy, Account Management, Analytics, Banking, Financial Analysis, Financial Services, Management, Portfolio Management, Project Management, Sales
Education
Fordham Gabelli School of Business 2015 — 2017
Executive MBA, Business Administration and Management
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Cesar Rizo's JPMorgan Chase Experience June 2012 - August 2012
Job Customer Experience | Warby Parker
Industry Apparel & Fashion
Experience
Warby Parker July 2014 - Present
Warby Parker August 2013 - December 2013
Digital Snowball February 2013 - April 2013
JPMorgan Chase June 2012 - August 2012
Broadridge Financial Solutions June 2011 - August 2011
Skills
Customer Experience, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Google Analytics, Investment Banking
Education
Fordham University 2010 — 2014
Bachelor of Science, Business Administration - Entrepreneurship, Senior
Warby Parker July 2014 - Present
Warby Parker August 2013 - December 2013
Digital Snowball February 2013 - April 2013
JPMorgan Chase June 2012 - August 2012
Broadridge Financial Solutions June 2011 - August 2011
Skills
Customer Experience, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Google Analytics, Investment Banking
Education
Fordham University 2010 — 2014
Bachelor of Science, Business Administration - Entrepreneurship, Senior
Roy Heinrich Roy Heinrich's JPMorgan Chase Experience April 1994 - October 2002
Job Senior Internal Auditor at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank April 2012 - Present
UBS Investment Bank October 2005 - April 2012
Wachovia Bank May 2004 - October 2005
GE Capital April 2003 - May 2004
JPMorgan Chase April 1994 - October 2002
Skills
Internal Audit, Internal Controls, Capital Markets, Finance, Operational Risk, Investment Banking, Auditing, Fixed Income, Equities, KYC, Due Diligence, Operational Risk..., Middle Office, Market Risk, Licenses: Series 7..., Bonds, Financial Services, Settlement, Back Office, Emerging Markets, Securitization, Collateral Management, Foreign Exchange, Securities, Valuation
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Arts (BA), Mathematics/Economics
Stuyvesant High School
Regents Diploma
Deutsche Bank April 2012 - Present
UBS Investment Bank October 2005 - April 2012
Wachovia Bank May 2004 - October 2005
GE Capital April 2003 - May 2004
JPMorgan Chase April 1994 - October 2002
Skills
Internal Audit, Internal Controls, Capital Markets, Finance, Operational Risk, Investment Banking, Auditing, Fixed Income, Equities, KYC, Due Diligence, Operational Risk..., Middle Office, Market Risk, Licenses: Series 7..., Bonds, Financial Services, Settlement, Back Office, Emerging Markets, Securitization, Collateral Management, Foreign Exchange, Securities, Valuation
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Arts (BA), Mathematics/Economics
Stuyvesant High School
Regents Diploma
Vic Bulzacchelli Vic Bulzacchelli's JPMorgan Chase Experience July 2008 - February 2009
Job Director at Citi
Industry Banking
Experience
Citi September 2013 - Present
Federal Reserve Bank of New York November 2011 - September 2013
Goldman Sachs August 2010 - October 2011
Goldman Sachs March 2009 - July 2010
JPMorgan Chase July 2008 - February 2009
Bear Stearns January 2000 - June 2008
Bank of Tokyo-Mitsubishi 1991 - 1999
Bank of New York 1987 - 1991
Skills
Credit Risk, Corporate Finance, Client Relationship..., Fixed Income, Capital Markets, Credit Derivatives, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Derivatives, Structured Finance, Credit Analysis, Investment Banking, Credit, Securitization, CDS, Portfolio Management, Valuation, CRM, Risk Management, Financial Risk, Financial Modeling, Banking, Loans, Financial Structuring, Investments, Trading, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Commercial Banking, Bloomberg, Due Diligence, Financial Markets, Strategy
Education
Fordham Gabelli School of Business 1983 — 1987
MBA, Business Administration
Rider University 1977 — 1981
Bachelor of Science, Accounting
Citi September 2013 - Present
Federal Reserve Bank of New York November 2011 - September 2013
Goldman Sachs August 2010 - October 2011
Goldman Sachs March 2009 - July 2010
JPMorgan Chase July 2008 - February 2009
Bear Stearns January 2000 - June 2008
Bank of Tokyo-Mitsubishi 1991 - 1999
Bank of New York 1987 - 1991
Skills
Credit Risk, Corporate Finance, Client Relationship..., Fixed Income, Capital Markets, Credit Derivatives, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Derivatives, Structured Finance, Credit Analysis, Investment Banking, Credit, Securitization, CDS, Portfolio Management, Valuation, CRM, Risk Management, Financial Risk, Financial Modeling, Banking, Loans, Financial Structuring, Investments, Trading, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Commercial Banking, Bloomberg, Due Diligence, Financial Markets, Strategy
Education
Fordham Gabelli School of Business 1983 — 1987
MBA, Business Administration
Rider University 1977 — 1981
Bachelor of Science, Accounting
Ernie Perez Ernie Perez's JPMorgan Chase Experience 1993 - 1996
Job Compliance/Technology Consultant at Citibank North America, Inc.
Industry Legal Services
Experience
Citibank North America, Inc. April 2014 - April 2015
HSBC North America, BSA/AML Technology & Data Integrity June 2011 - December 2013
BankUnited October 2010 - June 2011
Societe Generale February 2010 - March 2010
Standard Chartered Bank January 2009 - September 2009
American Express Private Banking October 2006 - November 2008
IDB Bank 2003 - 2006
Merrill Lynch 1997 - 2002
NewTech Business Solutions July 1999 - July 1999
JPMorgan Chase 1993 - 1996
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, KYC, Financial Services, Due Diligence, Management, Analysis, Business Analysis
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, M.I.S. and Finance
Pace University 1985 — 1990
BBA, Information Systems & Finance
Citibank North America, Inc. April 2014 - April 2015
HSBC North America, BSA/AML Technology & Data Integrity June 2011 - December 2013
BankUnited October 2010 - June 2011
Societe Generale February 2010 - March 2010
Standard Chartered Bank January 2009 - September 2009
American Express Private Banking October 2006 - November 2008
IDB Bank 2003 - 2006
Merrill Lynch 1997 - 2002
NewTech Business Solutions July 1999 - July 1999
JPMorgan Chase 1993 - 1996
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, KYC, Financial Services, Due Diligence, Management, Analysis, Business Analysis
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, M.I.S. and Finance
Pace University 1985 — 1990
BBA, Information Systems & Finance
Ariel H Martinez Ariel H Martinez's JPMorgan Chase Experience 2009 - 2010
Job Order Control Desk at Strauss Paper Company
Industry Business Supplies and Equipment
Experience
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
Anna Negron Anna Negron's JPMorgan Chase Experience November 2008 - October 2014
Job Legal Analyst at ASRC PRIMUS
Industry Legal Services
Experience
ASRC PRIMUS March 2015 - Present
JPMorgan Chase November 2008 - October 2014
Washington Mutual Bank August 2002 - November 2008
Spherion May 2000 - July 2002
The Sports Authority November 1998 - April 2000
MetLife April 1996 - August 1998
Skills
Process Improvement, Commercial Litigation, Litigation, Legal Writing, Mergers, Notary Public, Intellectual Property, Westlaw, Corporate Governance, Risk Management, Finance, Microsoft Word, Legal Assistance, Research, Securities, Legal Research, Lexis, Trademarks, Mergers & Acquisitions, Bankruptcy, Foreclosures, Loans, Arbitration, Mediation, Due Diligence, Civil Litigation, Program Management, Loss Mitigation, Litigation Support, Microsoft Excel, Privacy Law, Outlook, Courts, Legal Documents, Mortgage Servicing, Administrative..., Real Estate, Corporate Law, Insurance, Licensing, Mortgage Banking, Legal Compliance, Loan Servicing, Litigation Management, Trials, Banking Law, Wordperfect, Internal Investigations, Copyright Law, Title Insurance
Education
Fordham University 1983 — 1985
N/A, Liberal Arts
ASRC PRIMUS March 2015 - Present
JPMorgan Chase November 2008 - October 2014
Washington Mutual Bank August 2002 - November 2008
Spherion May 2000 - July 2002
The Sports Authority November 1998 - April 2000
MetLife April 1996 - August 1998
Skills
Process Improvement, Commercial Litigation, Litigation, Legal Writing, Mergers, Notary Public, Intellectual Property, Westlaw, Corporate Governance, Risk Management, Finance, Microsoft Word, Legal Assistance, Research, Securities, Legal Research, Lexis, Trademarks, Mergers & Acquisitions, Bankruptcy, Foreclosures, Loans, Arbitration, Mediation, Due Diligence, Civil Litigation, Program Management, Loss Mitigation, Litigation Support, Microsoft Excel, Privacy Law, Outlook, Courts, Legal Documents, Mortgage Servicing, Administrative..., Real Estate, Corporate Law, Insurance, Licensing, Mortgage Banking, Legal Compliance, Loan Servicing, Litigation Management, Trials, Banking Law, Wordperfect, Internal Investigations, Copyright Law, Title Insurance
Education
Fordham University 1983 — 1985
N/A, Liberal Arts
Brian Mott Brian Mott's JPMorgan Chase Experience August 2013 - Present
Job Technology Analyst at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase August 2013 - Present
Bronstien Properties LLC May 2009 - July 2013
WebMD June 2008 - August 2008
Bronstien Properties LLC May 2004 - August 2007
Skills
SQL, C++, Microsoft Excel, PowerPoint, Java, Real Estate, Microsoft Word, Business Intelligence, Python, PHP, R, Bash, Perl, Spotfire, Web Site Production, Dreamweaver, Flash, Business Planning, Graphics Software, Macromedia, Visual Basic, Free Thinking, Puzzles, Analysis, Ruby on Rails, MapReduce, Greenplum, Hadoop
Education
Fordham University 2011 — 2013
Masters, Computer Science
University at Buffalo (SUNY) 2005 — 2009
BA, Political Science, Public Law
JPMorgan Chase August 2013 - Present
Bronstien Properties LLC May 2009 - July 2013
WebMD June 2008 - August 2008
Bronstien Properties LLC May 2004 - August 2007
Skills
SQL, C++, Microsoft Excel, PowerPoint, Java, Real Estate, Microsoft Word, Business Intelligence, Python, PHP, R, Bash, Perl, Spotfire, Web Site Production, Dreamweaver, Flash, Business Planning, Graphics Software, Macromedia, Visual Basic, Free Thinking, Puzzles, Analysis, Ruby on Rails, MapReduce, Greenplum, Hadoop
Education
Fordham University 2011 — 2013
Masters, Computer Science
University at Buffalo (SUNY) 2005 — 2009
BA, Political Science, Public Law
Laura Cumming Laura Cumming's JPMorgan Chase Experience November 2006 - Present
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2006 - Present
JPMorgan Chase August 1998 - July 2003
CIBC World Markets November 1992 - July 1998
Chemical Bank 1985 - 1992
Skills
Capital Markets, Credit Risk, Risk Management, Credit, Corporate Finance, Country risk, Fixed Income, Financial Risk, Country Risk Analysis
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BA, English
JPMorgan Chase November 2006 - Present
JPMorgan Chase August 1998 - July 2003
CIBC World Markets November 1992 - July 1998
Chemical Bank 1985 - 1992
Skills
Capital Markets, Credit Risk, Risk Management, Credit, Corporate Finance, Country risk, Fixed Income, Financial Risk, Country Risk Analysis
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BA, English
Robert Wojciechowicz's JPMorgan Chase Experience 1998 - 2003
Job EVP, Head of Commercial Bank Operations at Capital One
Industry Financial Services
Experience
Capital One November 2011 - Present
Morgan Stanley December 2010 - November 2011
Morgan Stanley December 2007 - December 2010
Morgan Stanley December 2003 - December 2007
JPMorgan Chase 1998 - 2003
JP Morgan 1996 - 1998
Skills
Loan Servicing, Credit Cards, Commercial Real Estate, Management, Loans, Securitization, Fixed Income, Strategy, Investment Banking, Financial Services, Financial Risk, Mortgage Lending, Operations Management, Finance, Capital Markets, Payments, Portfolio Management, Structured Finance, Banking, Financial Analysis
Education
Fordham Gabelli School of Business 1992 — 1996
Masters, MBA-Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1990
Bachelors, Business Administration
Capital One November 2011 - Present
Morgan Stanley December 2010 - November 2011
Morgan Stanley December 2007 - December 2010
Morgan Stanley December 2003 - December 2007
JPMorgan Chase 1998 - 2003
JP Morgan 1996 - 1998
Skills
Loan Servicing, Credit Cards, Commercial Real Estate, Management, Loans, Securitization, Fixed Income, Strategy, Investment Banking, Financial Services, Financial Risk, Mortgage Lending, Operations Management, Finance, Capital Markets, Payments, Portfolio Management, Structured Finance, Banking, Financial Analysis
Education
Fordham Gabelli School of Business 1992 — 1996
Masters, MBA-Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1990
Bachelors, Business Administration
Nicholas Cedrone Nicholas Cedrone's JPMorgan Chase Experience March 2009 - December 2009
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust April 2013 - Present
Bessemer Trust April 2013 - Present
Syncora Guarantee June 2012 - March 2013
Societe Generale June 2011 - August 2011
JPMorgan Chase & Co December 2009 - August 2010
JPMorgan Chase March 2009 - December 2009
JPMorgan Chase June 2007 - February 2009
Skills
Project Management, Team Leadership, Valuation, Options, Financial Markets, Financial Services, Bloomberg, Bloomberg Terminal, Capital Markets, Equities, Financial Modeling, Fixed Income, Derivatives, Equity Research, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Finance and Business Economics, Finance
University of Delaware 2003 — 2007
Bachelor of Science, Finance
Bessemer Trust April 2013 - Present
Bessemer Trust April 2013 - Present
Syncora Guarantee June 2012 - March 2013
Societe Generale June 2011 - August 2011
JPMorgan Chase & Co December 2009 - August 2010
JPMorgan Chase March 2009 - December 2009
JPMorgan Chase June 2007 - February 2009
Skills
Project Management, Team Leadership, Valuation, Options, Financial Markets, Financial Services, Bloomberg, Bloomberg Terminal, Capital Markets, Equities, Financial Modeling, Fixed Income, Derivatives, Equity Research, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Finance and Business Economics, Finance
University of Delaware 2003 — 2007
Bachelor of Science, Finance
Elena Fatouras Elena Fatouras's JPMorgan Chase Experience May 1997 - July 2011
Job Director Program Management at Pearson
Industry E-Learning
Experience
Pearson December 2014 - Present
Pearson January 2014 - Present
Pearson Education June 2011 - December 2013
JPMorgan Chase May 1997 - July 2011
International Banking Network January 1996 - January 1997
Skills
Leadership, Program Management, Management, Project Management, Project Portfolio..., Resource Management, Project Delivery, Vendor Relationship..., Strategic Planning, Content Management, Process Improvement, PMO, Integration, Vendor Management, Information Technology, Change Management, Business Process..., Requirements Analysis, Agile Project Management, PMP
Education
Fordham University 1998 — 2002
Master of Business Administration (MBA), E-Business
Moskovskij Gosudarstvennyj Lingvisticeskij Universitet
Bachelor, English/Language Arts Teacher Education
Pearson December 2014 - Present
Pearson January 2014 - Present
Pearson Education June 2011 - December 2013
JPMorgan Chase May 1997 - July 2011
International Banking Network January 1996 - January 1997
Skills
Leadership, Program Management, Management, Project Management, Project Portfolio..., Resource Management, Project Delivery, Vendor Relationship..., Strategic Planning, Content Management, Process Improvement, PMO, Integration, Vendor Management, Information Technology, Change Management, Business Process..., Requirements Analysis, Agile Project Management, PMP
Education
Fordham University 1998 — 2002
Master of Business Administration (MBA), E-Business
Moskovskij Gosudarstvennyj Lingvisticeskij Universitet
Bachelor, English/Language Arts Teacher Education
Pui See Wong Pui See Wong's JPMorgan Chase Experience April 2013 - Present
Job Student
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
JP Morgan Chase July 2010 - April 2013
Deutsche Bank April 2007 - January 2009
Nomura Securities International, Inc 2005 - 2006
Bloomberg 1997 - 2004
Education
Princeton Theological Seminary 2013 — 2016
Master's Degree
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance, Accounting
CFA Institute 2002 — 2004
CFA Charterholder
Western Illinois University
Bachelor in Business, Finance, Economics
PJCC
JPMorgan Chase April 2013 - Present
JP Morgan Chase July 2010 - April 2013
Deutsche Bank April 2007 - January 2009
Nomura Securities International, Inc 2005 - 2006
Bloomberg 1997 - 2004
Education
Princeton Theological Seminary 2013 — 2016
Master's Degree
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance, Accounting
CFA Institute 2002 — 2004
CFA Charterholder
Western Illinois University
Bachelor in Business, Finance, Economics
PJCC
Jonathon Epstein Jonathon Epstein's JPMorgan Chase Experience January 1998 - May 2001
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup January 2005 - Present
American Express May 2001 - January 2005
JPMorgan Chase January 1998 - May 2001
Skills
P&L Management, Financial Reporting, Planning, Business Transformation, Credit Cards, Financial Analysis, Strategic Financial..., Project Planning, Leadership, Finance, Business Planning, Management, Analysis, Project Management, Executive Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance and Marketing
The George Washington University - School of Business 1989 — 1993
BBA, Finance
Citigroup January 2005 - Present
American Express May 2001 - January 2005
JPMorgan Chase January 1998 - May 2001
Skills
P&L Management, Financial Reporting, Planning, Business Transformation, Credit Cards, Financial Analysis, Strategic Financial..., Project Planning, Leadership, Finance, Business Planning, Management, Analysis, Project Management, Executive Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance and Marketing
The George Washington University - School of Business 1989 — 1993
BBA, Finance
Erin Graham's JPMorgan Chase Experience October 2012 - April 2014
Job Client Relations | Marketing | Business Development
Industry Consumer Services
Experience
Centerplate July 2015 - Present
AmeriCorps April 2014 - June 2015
JPMorgan Chase October 2012 - April 2014
Elauwit Media August 2011 - October 2012
United Nations May 2009 - August 2009
Skills
Marketing, Public Speaking, Sales, Customer Service..., Social Media, Advertising, Management, Not for Profit, Due Diligence, Commercial Banking, Strategic Planning, Dispute Resolution, Presentations, Community Development, Writing, Analysis, Editing, Time Management, Presentation Coaching, Communication, Press Releases, Political Science, Research, Program Management, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Leadership, Customer Service, Microsoft Word
Education
Fordham University 2006 — 2010
Bachelor's Degree, Journalism and Political Science
Wilmington University 2014 — 2015
Master's Degree, Education
Centerplate July 2015 - Present
AmeriCorps April 2014 - June 2015
JPMorgan Chase October 2012 - April 2014
Elauwit Media August 2011 - October 2012
United Nations May 2009 - August 2009
Skills
Marketing, Public Speaking, Sales, Customer Service..., Social Media, Advertising, Management, Not for Profit, Due Diligence, Commercial Banking, Strategic Planning, Dispute Resolution, Presentations, Community Development, Writing, Analysis, Editing, Time Management, Presentation Coaching, Communication, Press Releases, Political Science, Research, Program Management, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Leadership, Customer Service, Microsoft Word
Education
Fordham University 2006 — 2010
Bachelor's Degree, Journalism and Political Science
Wilmington University 2014 — 2015
Master's Degree, Education
Rosendy Gabriel's JPMorgan Chase Experience June 2014 - 2015
Job Summer Associate at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities June 2015 - Present
Wet Paws Inc December 2012 - Present
United States Marine Corps (Active & USMCR) June 2005 - Present
JPMorgan Chase June 2014 - 2015
UBS Wealth Management June 2013 - June 2014
Skills
Financial Modeling, Financial Statement..., Portfolio Assessment, Project Management, Bloomberg Terminal, Credit Analysis, FactSet, Project Coordination, Banking Operations, Financial Planning &..., Cash Settlements, IBM SPSS Statistics..., Microsoft Office, Microsoft Excel, Customer Service, Leadership, Team Building, Military, Core Banking, Program Management, Team Leadership, Operational Planning, Security Clearance, Anti Money Laundering
Education
Fordham Gabelli School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Long Island University, C.W. Post Campus 2009 — 2012
Bachelor of Arts (BA), Criminal Justice/ Bus Mgmt, GPA 3.4
Guggenheim Securities June 2015 - Present
Wet Paws Inc December 2012 - Present
United States Marine Corps (Active & USMCR) June 2005 - Present
JPMorgan Chase June 2014 - 2015
UBS Wealth Management June 2013 - June 2014
Skills
Financial Modeling, Financial Statement..., Portfolio Assessment, Project Management, Bloomberg Terminal, Credit Analysis, FactSet, Project Coordination, Banking Operations, Financial Planning &..., Cash Settlements, IBM SPSS Statistics..., Microsoft Office, Microsoft Excel, Customer Service, Leadership, Team Building, Military, Core Banking, Program Management, Team Leadership, Operational Planning, Security Clearance, Anti Money Laundering
Education
Fordham Gabelli School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Long Island University, C.W. Post Campus 2009 — 2012
Bachelor of Arts (BA), Criminal Justice/ Bus Mgmt, GPA 3.4
Bryan Matis Bryan Matis's JPMorgan Chase Experience May 2012 - Present
Job Associate, JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2012 - Present
JPMorgan Chase June 2011 - August 2011
Fordham University September 2009 - December 2010
JPMorgan Chase June 2010 - August 2010
Skills
Access, Microsoft Excel, Data Analysis, Microsoft Office, Derivatives, Finance, PowerPoint, VBA, Visio, Business Analysis, Microsoft Word, Requirements Gathering, Credit Risk, Leadership, SQL, HTML, Relationship Management, Project Management, Risk Management, XML, Word, Photoshop, Unix, Unit Testing, End-to-end Testing, Software Development..., Exposure, Stata, Adobe Photoshop, Technical Writing, Test Planning, CVA, DVA, FVA, MTM, Greeks, JIRA, BRDs, Agile Project Management, Release Management, End-to-End Project...
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance, Mathematics, Economics, 3.7
Freehold Township High School 2004 — 2008
International Studies
JPMorgan Chase May 2012 - Present
JPMorgan Chase June 2011 - August 2011
Fordham University September 2009 - December 2010
JPMorgan Chase June 2010 - August 2010
Skills
Access, Microsoft Excel, Data Analysis, Microsoft Office, Derivatives, Finance, PowerPoint, VBA, Visio, Business Analysis, Microsoft Word, Requirements Gathering, Credit Risk, Leadership, SQL, HTML, Relationship Management, Project Management, Risk Management, XML, Word, Photoshop, Unix, Unit Testing, End-to-end Testing, Software Development..., Exposure, Stata, Adobe Photoshop, Technical Writing, Test Planning, CVA, DVA, FVA, MTM, Greeks, JIRA, BRDs, Agile Project Management, Release Management, End-to-End Project...
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance, Mathematics, Economics, 3.7
Freehold Township High School 2004 — 2008
International Studies
Gerald Yuzhou Zhou's JPMorgan Chase Experience June 2014 - August 2014
Job Data Analyst Digital Analytics at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase June 2014 - August 2014
China Securities Co., Ltd. June 2013 - July 2013
South Side YMCA of Metropolitan Chicago February 2013 - April 2013
China Construction Bank July 2012 - August 2012
Skills
Data Mining, Business Intelligence, SPSS, SQL, Cognos, IBM Infosphere Data..., Data Analysis, Analysis, R, Databases, Microsoft Office, VBA, Teamwork, Analytics, Data Warehousing, Statistics, Project Management, Financial Modeling, Big Data, Business Analytics, SharePoint, Tableau, Access, Microsoft Excel, PowerPoint, Adobe Analytics
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Business Analytics, 4.0
Illinois Institute of Technology 2012 — 2013
Master's Degree (Transferred to Fordham University in 2013), Finance, 3.33
Huazhong University of Science and Technology 2008 — 2012
Bachelor's Degree, Information and Computing Science, 3.0
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase June 2014 - August 2014
China Securities Co., Ltd. June 2013 - July 2013
South Side YMCA of Metropolitan Chicago February 2013 - April 2013
China Construction Bank July 2012 - August 2012
Skills
Data Mining, Business Intelligence, SPSS, SQL, Cognos, IBM Infosphere Data..., Data Analysis, Analysis, R, Databases, Microsoft Office, VBA, Teamwork, Analytics, Data Warehousing, Statistics, Project Management, Financial Modeling, Big Data, Business Analytics, SharePoint, Tableau, Access, Microsoft Excel, PowerPoint, Adobe Analytics
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Business Analytics, 4.0
Illinois Institute of Technology 2012 — 2013
Master's Degree (Transferred to Fordham University in 2013), Finance, 3.33
Huazhong University of Science and Technology 2008 — 2012
Bachelor's Degree, Information and Computing Science, 3.0
Gregory Orrin Pridgen, MBA Gregory Orrin Pridgen, MBA's JPMorgan Chase Experience 2012 - 2013
Job Keller Williams International Realty
Industry Real Estate
Experience
Keller Williams Realty July 2015 - Present
USTCI 2014 - 2015
Realm Consulting Group 2011 - 2015
JPMorgan Chase 2012 - 2013
New York State Housing Finance Agency/State of New York Mortgage Agency 2006 - 2011
GE Consumer Finance/WMC 2004 - 2006
Skills
Financial Analysis, Finance, Banking, Credit, Loan Origination, Loan Servicing, Portfolio Management, Photography, Data Analysis, Loans, Mortgage Lending, Risk Management, Financial Modeling, Underwriting, Management, Credit Analysis, Strategic Problem..., Mortgage Banking, Refinance, Financial Services, Asset Management, Analysis, Commercial Lending, Real Estate
Education
Long Island University
Master of Business Administration (M.B.A.), Concentrations in Management & Finance
Fordham University
State University of New York at Buffalo
Keller Williams Realty July 2015 - Present
USTCI 2014 - 2015
Realm Consulting Group 2011 - 2015
JPMorgan Chase 2012 - 2013
New York State Housing Finance Agency/State of New York Mortgage Agency 2006 - 2011
GE Consumer Finance/WMC 2004 - 2006
Skills
Financial Analysis, Finance, Banking, Credit, Loan Origination, Loan Servicing, Portfolio Management, Photography, Data Analysis, Loans, Mortgage Lending, Risk Management, Financial Modeling, Underwriting, Management, Credit Analysis, Strategic Problem..., Mortgage Banking, Refinance, Financial Services, Asset Management, Analysis, Commercial Lending, Real Estate
Education
Long Island University
Master of Business Administration (M.B.A.), Concentrations in Management & Finance
Fordham University
State University of New York at Buffalo
Emily Osman Emily Osman's JPMorgan Chase Experience May 2014 - July 2014
Job Investment Banking Analyst
Industry Financial Services
Experience
Barclays June 2015 - Present
Smart Woman Securities December 2012 - May 2015
JPMorgan Chase May 2014 - July 2014
J.P. Morgan September 2012 - July 2014
J.P. Morgan May 2013 - May 2014
J.P. Morgan April 2013 - January 2014
Goldman Sachs September 2013 - September 2013
Fordham University August 2011 - August 2013
Morgan Stanley, Igel Group January 2013 - June 2013
Gabelli School of Business November 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Technologies, Research
Education
Fordham University 2011 — 2015
Finance, Gabelli School of Business
North Shore High School
Honors
Barclays June 2015 - Present
Smart Woman Securities December 2012 - May 2015
JPMorgan Chase May 2014 - July 2014
J.P. Morgan September 2012 - July 2014
J.P. Morgan May 2013 - May 2014
J.P. Morgan April 2013 - January 2014
Goldman Sachs September 2013 - September 2013
Fordham University August 2011 - August 2013
Morgan Stanley, Igel Group January 2013 - June 2013
Gabelli School of Business November 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Technologies, Research
Education
Fordham University 2011 — 2015
Finance, Gabelli School of Business
North Shore High School
Honors
Paul Weinberger, CFA Paul Weinberger, CFA's JPMorgan Chase Experience 1994 - 1996
Job VP, Treasury & Settlements Manager Senior Loan Group at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management May 2014 - Present
ING Investment Management November 2004 - April 2014
Fisher Investments 2002 - 2003
Rochdale Investment Management 1996 - 2002
JPMorgan Chase 1994 - 1996
Deutsche Bank 1988 - 1994
Skills
Investments, Investment Management, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Series 63, Investment Banking, Bloomberg, Asset Management, Hedge Funds, Securities, Bonds, Equity Research, Investment Strategies, Trading
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Finance
Union College 1984 — 1988
BA, Economics
Voya Investment Management May 2014 - Present
ING Investment Management November 2004 - April 2014
Fisher Investments 2002 - 2003
Rochdale Investment Management 1996 - 2002
JPMorgan Chase 1994 - 1996
Deutsche Bank 1988 - 1994
Skills
Investments, Investment Management, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Series 63, Investment Banking, Bloomberg, Asset Management, Hedge Funds, Securities, Bonds, Equity Research, Investment Strategies, Trading
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Finance
Union College 1984 — 1988
BA, Economics
Jennifer Fazzolari Jennifer Fazzolari's JPMorgan Chase Experience June 2010 - June 2011
Job Senior, Financial Accounting Advisory Services (FAAS) at EY
Industry Accounting
Experience
EY April 2015 - Present
EY October 2014 - April 2015
EY January 2013 - October 2014
EY October 2011 - November 2012
EY June 2011 - August 2011
JPMorgan Chase June 2010 - June 2011
Education
Fordham University - Graduate School of Business Administration 2012 — 2012
MS, Taxation
Fordham University 2008 — 2012
BS, Accounting, Marketing
EY April 2015 - Present
EY October 2014 - April 2015
EY January 2013 - October 2014
EY October 2011 - November 2012
EY June 2011 - August 2011
JPMorgan Chase June 2010 - June 2011
Education
Fordham University - Graduate School of Business Administration 2012 — 2012
MS, Taxation
Fordham University 2008 — 2012
BS, Accounting, Marketing
Jamie (Stagno) Steiner, Ed.D.'s JPMorgan Chase Experience October 1998 - May 2001
Job Pupil Services Professional and Founder of the networking group "College AND Career Readiness for ALL Students"
Industry Education Management
Experience
Public Schools of the Tarrytowns August 2003 - Present
Fordham University May 2001 - August 2003
JPMorgan Chase October 1998 - May 2001
Skills
Curriculum Development, Career Counseling, Program Development, Curriculum Design, Grant Writing, Staff Development, Student Counseling, Program Evaluation, Research, Community Outreach, Higher Education, Educational Leadership, Classroom, Instructional Technology, Teaching, Public Speaking, Adult Education, Leadership Development, Instructional Design, Leadership, Educational Technology, Admissions
Education
Saint John Fisher College 2009 — 2011
Ed.D., Executive Leadership, 4.0
Fordham University 1999 — 2002
MSEd, Counseling and Personnel Services
College of New Rochelle 2010 — 2012
Advanced Diploma, New York State School District Leader Certification
Public Schools of the Tarrytowns August 2003 - Present
Fordham University May 2001 - August 2003
JPMorgan Chase October 1998 - May 2001
Skills
Curriculum Development, Career Counseling, Program Development, Curriculum Design, Grant Writing, Staff Development, Student Counseling, Program Evaluation, Research, Community Outreach, Higher Education, Educational Leadership, Classroom, Instructional Technology, Teaching, Public Speaking, Adult Education, Leadership Development, Instructional Design, Leadership, Educational Technology, Admissions
Education
Saint John Fisher College 2009 — 2011
Ed.D., Executive Leadership, 4.0
Fordham University 1999 — 2002
MSEd, Counseling and Personnel Services
College of New Rochelle 2010 — 2012
Advanced Diploma, New York State School District Leader Certification
Loretta Smith-Hardy Loretta Smith-Hardy's JPMorgan Chase Experience June 2007 - July 2010
Job Early Childhood Education Management Public Schools, MAT. MBA
Industry Education Management
Experience
Public School New Jersey Metro Area 2012 - Present
Bank of America 2010 - 2011
JPMorgan Chase June 2007 - July 2010
The Provident Bank June 2004 - June 2007
Skills
Elementary Education..., Program Management, Sales Management, Marketing Strategy, Marketing Communications, Recruiting, Time Management, Strategic Planning, Strategy, Project Management, New Business Development, Business Analysis, Educational Management
Education
Montclair State University Graduate School of Education and Human Services 2012 — 2015
Master's degree in Education complete May 2015, Early Childhood Education and Teaching, Pre-School through 3rd Grade
Fordham University - Graduate School of Business Administration
MBA, Business Management, Business Administration, Management and Marketing
Pratt Institute
Bachelor of Fine Arts (BFA), Retail and Art Management
High School
Public School New Jersey Metro Area 2012 - Present
Bank of America 2010 - 2011
JPMorgan Chase June 2007 - July 2010
The Provident Bank June 2004 - June 2007
Skills
Elementary Education..., Program Management, Sales Management, Marketing Strategy, Marketing Communications, Recruiting, Time Management, Strategic Planning, Strategy, Project Management, New Business Development, Business Analysis, Educational Management
Education
Montclair State University Graduate School of Education and Human Services 2012 — 2015
Master's degree in Education complete May 2015, Early Childhood Education and Teaching, Pre-School through 3rd Grade
Fordham University - Graduate School of Business Administration
MBA, Business Management, Business Administration, Management and Marketing
Pratt Institute
Bachelor of Fine Arts (BFA), Retail and Art Management
High School
David Herzog David Herzog's JPMorgan Chase Experience 2004 - 2006
Job Director Business Development at ShopKeep POS
Industry Financial Services
Experience
ShopKeep POS October 2013 - Present
GoPago August 2012 - September 2013
American Express September 2006 - July 2012
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2002 - 2004
Skills
Financial Services, Financial Modeling, Payments, Relationship Management, Financial Analysis, Banking, Credit Cards, Mobile Payments, Strategic Consulting, Pricing Strategy, Contract Negotiation, Strategic Planning, Strategic Partnerships, CRM, Business Development, Strategy, Negotiation
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance & IT, GPA: 3.9
State University of New York at Buffalo 1994 — 1999
Bachelor of Science (B.S.)
ShopKeep POS October 2013 - Present
GoPago August 2012 - September 2013
American Express September 2006 - July 2012
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2002 - 2004
Skills
Financial Services, Financial Modeling, Payments, Relationship Management, Financial Analysis, Banking, Credit Cards, Mobile Payments, Strategic Consulting, Pricing Strategy, Contract Negotiation, Strategic Planning, Strategic Partnerships, CRM, Business Development, Strategy, Negotiation
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance & IT, GPA: 3.9
State University of New York at Buffalo 1994 — 1999
Bachelor of Science (B.S.)
Jack Stone Jack Stone's JPMorgan Chase Experience June 2014 - August 2014
Job Global Real Estate Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Public Speaking, Teamwork, Customer Service, Event Planning, Social Networking, Financial Analysis, Bloomberg Terminal, Accounting, Financial Modeling, Business Strategy, Management, Investments, Real Estate, Securities, Access, Managerial Finance, Finance, Portfolio Management, Alternative Investments
Education
Fordham Gabelli School of Business 2011 — 2015
Finance, General
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Public Speaking, Teamwork, Customer Service, Event Planning, Social Networking, Financial Analysis, Bloomberg Terminal, Accounting, Financial Modeling, Business Strategy, Management, Investments, Real Estate, Securities, Access, Managerial Finance, Finance, Portfolio Management, Alternative Investments
Education
Fordham Gabelli School of Business 2011 — 2015
Finance, General
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance
Francis Kioko Francis Kioko's JPMorgan Chase Experience March 2001 - March 2003
Job SVP at eCapital Funds
Industry Banking
Experience
eCapital Funds DirectorE Capital FundsJanuary 2000 - Present
UniCredit Markets & Investment Banking August 2003 - December 2013
JPMorgan Chase March 2001 - March 2003
CIBC September 1998 - February 2001
Bank of Yokohama January 1997 - August 1998
Deutsche Bank February 1995 - December 1996
Skills
Investment Banking, Derivatives, Fixed Income, Banking, Bloomberg, Credit Analysis, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, FX Options, Basel II, Equities, Structured Products, Structured Finance, Equity Derivatives, Reuters 3000 xtra, Eikon, EBS, Murex, Kondor+, IDC Interactive System, Racal Recording, Sunguard DDS Publisher, Risk Management, Financial Risk, Analysis, Management
Education
Fordham University
Master of Business Administration (M.B.A.), International Finance
Saint Joseph's University
Bachelor's Degree, Accounting
eCapital Funds DirectorE Capital FundsJanuary 2000 - Present
UniCredit Markets & Investment Banking August 2003 - December 2013
JPMorgan Chase March 2001 - March 2003
CIBC September 1998 - February 2001
Bank of Yokohama January 1997 - August 1998
Deutsche Bank February 1995 - December 1996
Skills
Investment Banking, Derivatives, Fixed Income, Banking, Bloomberg, Credit Analysis, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, FX Options, Basel II, Equities, Structured Products, Structured Finance, Equity Derivatives, Reuters 3000 xtra, Eikon, EBS, Murex, Kondor+, IDC Interactive System, Racal Recording, Sunguard DDS Publisher, Risk Management, Financial Risk, Analysis, Management
Education
Fordham University
Master of Business Administration (M.B.A.), International Finance
Saint Joseph's University
Bachelor's Degree, Accounting
Angela Luongo Angela Luongo's JPMorgan Chase Experience February 2014 - June 2015
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase June 2011 - January 2014
La Lanterna Ristorante & Caffe June 2005 - June 2011
Fordham University February 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Fordham University August 2007 - November 2007
Skills
Analysis, Bloomberg, Business Strategy, Competitive Analysis, Investor Relations, Leadership, Strategy
Education
Fordham University 2007 — 2011
BS, Major: Applied Accounting and Finance; Specialization: International Business
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase June 2011 - January 2014
La Lanterna Ristorante & Caffe June 2005 - June 2011
Fordham University February 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Fordham University August 2007 - November 2007
Skills
Analysis, Bloomberg, Business Strategy, Competitive Analysis, Investor Relations, Leadership, Strategy
Education
Fordham University 2007 — 2011
BS, Major: Applied Accounting and Finance; Specialization: International Business
David Podurgiel's JPMorgan Chase Experience June 2013 - August 2013
Job Risk Advisory Staff at Ernst & Young
Industry Financial Services
Experience
EY July 2015 - Present
Fordham University August 2012 - May 2015
Fordham University November 2011 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Athletics, Bloomberg Terminal, Microsoft Word, PowerPoint, Financial Accounting, Marketing Strategy, Business Communications
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
EY July 2015 - Present
Fordham University August 2012 - May 2015
Fordham University November 2011 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Athletics, Bloomberg Terminal, Microsoft Word, PowerPoint, Financial Accounting, Marketing Strategy, Business Communications
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
Frank Keating Frank Keating's JPMorgan Chase Experience March 1997 - January 2001
Job Safety Coordinator at Inc. Village of Rockville Centre
Industry Government Administration
Experience
ACN November 2010 - Present
Inc. Village of Rockville Centre May 2004 - Present
INCORPORATED VILLAGE OF ROCKVILLE CENTRE June 2003 - April 2004
The Bank of New York June 2001 - June 2002
JPMorgan Chase March 1997 - January 2001
US Trust June 1996 - December 1996
The Bank of New York June 1988 - June 1996
Employee Benefit Trust Services January 1994 - January 1996
The Bank of New York January 1988 - January 1996
Manufacturers Hanover Trust August 1980 - June 1988
Skills
Marketing
Education
Fordham Gabelli School of Business 1983 — 1986
MBA
St. John's University, The Peter J. Tobin College of Business 1977 — 1980
BS
Chaminade High School 1973 — 1977
Diploma
St. Agnes Cathedral Elementary School 1965 — 1973
ACN November 2010 - Present
Inc. Village of Rockville Centre May 2004 - Present
INCORPORATED VILLAGE OF ROCKVILLE CENTRE June 2003 - April 2004
The Bank of New York June 2001 - June 2002
JPMorgan Chase March 1997 - January 2001
US Trust June 1996 - December 1996
The Bank of New York June 1988 - June 1996
Employee Benefit Trust Services January 1994 - January 1996
The Bank of New York January 1988 - January 1996
Manufacturers Hanover Trust August 1980 - June 1988
Skills
Marketing
Education
Fordham Gabelli School of Business 1983 — 1986
MBA
St. John's University, The Peter J. Tobin College of Business 1977 — 1980
BS
Chaminade High School 1973 — 1977
Diploma
St. Agnes Cathedral Elementary School 1965 — 1973
John P. Lepore, MBA's JPMorgan Chase Experience November 1995 - April 2008
Job Vice President at Lenox Advisors / Wealth Mgmt / Insurance / Group Benefits
Industry Financial Services
Experience
Lenox Advisors August 2010 - Present
AXA Advisors July 2008 - August 2010
JPMorgan Chase November 1995 - April 2008
Skills
Retirement Planning, Securities, Asset Managment, Bonds, Hedge Funds, Estate Planning, Risk Management, Wealth, Credit Derivatives, Interest Rate..., Insurance, Finance, Financial Planners, Equities, Employee Benefits, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate in Retirement Planning
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Manhattan College
BS, Finance
Lenox Advisors August 2010 - Present
AXA Advisors July 2008 - August 2010
JPMorgan Chase November 1995 - April 2008
Skills
Retirement Planning, Securities, Asset Managment, Bonds, Hedge Funds, Estate Planning, Risk Management, Wealth, Credit Derivatives, Interest Rate..., Insurance, Finance, Financial Planners, Equities, Employee Benefits, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate in Retirement Planning
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Manhattan College
BS, Finance
Eluise Gambino, C.E.C. Eluise Gambino, C.E.C.'s JPMorgan Chase Experience May 2000 - May 2003
Job Certified Leadership Coach & Powerful You! Women's Network, SWFL Chapter
Industry Professional Training & Coaching
Experience
Powerful You! Women's Network - SWFL Chapter May 2008 - Present
Eluise Gambino ~ Coaching Ordinary People to Extraordinary Success! September 2003 - Present
Goldman Sachs August 2004 - August 2005
JPMorgan Chase May 2000 - May 2003
Skills
Coaching, Strategic Planning, Team Building, Empowerment Coach, Leadership Development, Personal Development, Women Leaders, Business Planning, Small Business, Public Speaking, Entrepreneurship, Executive Coaching, Process Improvement, Employee Engagement, Leadership, Change Management, Social Media Marketing, Marketing, Customer Service, Time Management, Training, Social Networking, Management, Management Consulting, New Business Development, Business Development, Negotiation, Networking, Operations Management, Organizational..., Conflict Resolution, Team Leadership, Business Coaching, Executive Management, Workshop Facilitation, Employee Training, Staff Development, Emotional Intelligence, Strategy, Sales
Education
iPEC Coaching 2003 — 2007
Certified Empowerment Coach
Fordham University
Powerful You! Women's Network - SWFL Chapter May 2008 - Present
Eluise Gambino ~ Coaching Ordinary People to Extraordinary Success! September 2003 - Present
Goldman Sachs August 2004 - August 2005
JPMorgan Chase May 2000 - May 2003
Skills
Coaching, Strategic Planning, Team Building, Empowerment Coach, Leadership Development, Personal Development, Women Leaders, Business Planning, Small Business, Public Speaking, Entrepreneurship, Executive Coaching, Process Improvement, Employee Engagement, Leadership, Change Management, Social Media Marketing, Marketing, Customer Service, Time Management, Training, Social Networking, Management, Management Consulting, New Business Development, Business Development, Negotiation, Networking, Operations Management, Organizational..., Conflict Resolution, Team Leadership, Business Coaching, Executive Management, Workshop Facilitation, Employee Training, Staff Development, Emotional Intelligence, Strategy, Sales
Education
iPEC Coaching 2003 — 2007
Certified Empowerment Coach
Fordham University
Roman Herman Jr.'s JPMorgan Chase Experience July 2012 - July 2012
Job Finance Intern in Unclaimed Properties at Express Scripts
Industry Financial Services
Experience
Express Scripts May 2014 - Present
Interplex Industries, Inc. May 2013 - August 2013
JPMorgan Chase July 2012 - July 2012
Skills
Microsoft Office, Finance, Sports Marketing, Sports Management, Bilingual (Polish), Financial Analysis, Marketing Strategy, Public Speaking, Marketing, Event Planning, Social Networking, Microsoft Excel, Leadership, Press Releases, Time Management, Facebook, Teamwork, PowerPoint, Social Media, Microsoft Word
Education
Fordham Gabelli School of Business Graduate School 2015 — 2016
Master’s Degree, Investor Relations
Fordham Gabelli School of Business 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General (Finance, Communications), Senior
Express Scripts May 2014 - Present
Interplex Industries, Inc. May 2013 - August 2013
JPMorgan Chase July 2012 - July 2012
Skills
Microsoft Office, Finance, Sports Marketing, Sports Management, Bilingual (Polish), Financial Analysis, Marketing Strategy, Public Speaking, Marketing, Event Planning, Social Networking, Microsoft Excel, Leadership, Press Releases, Time Management, Facebook, Teamwork, PowerPoint, Social Media, Microsoft Word
Education
Fordham Gabelli School of Business Graduate School 2015 — 2016
Master’s Degree, Investor Relations
Fordham Gabelli School of Business 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General (Finance, Communications), Senior
Kevin Gaffney's JPMorgan Chase Experience July 2013 - September 2014
Job Senior IT Project Manager
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
JPMorgan Chase July 2013 - September 2014
JPMorgan/Chase April 2010 - July 2013
Mizuho Bank July 2007 - January 2009
JPMorgan Chase January 2005 - December 2006
JPMorgan Chase January 2004 - December 2004
JPMorgan Chase July 2000 - December 2003
JPMorgan Chase January 1994 - December 1999
Skills
Integration, Program Management, CRM, PMO, Outsourcing, Strategy, Data Center, Management, Project Planning, Quality Assurance, Governance, Team Leadership, Requirements Gathering, Budgets, Information Technology
Education
Fordham University - Graduate School of Business Administration 1972 — 1974
MBA, Business Administration
Manhattan College 1968 — 1972
B.S., Accounting
Morgan Stanley January 2015 - Present
JPMorgan Chase July 2013 - September 2014
JPMorgan/Chase April 2010 - July 2013
Mizuho Bank July 2007 - January 2009
JPMorgan Chase January 2005 - December 2006
JPMorgan Chase January 2004 - December 2004
JPMorgan Chase July 2000 - December 2003
JPMorgan Chase January 1994 - December 1999
Skills
Integration, Program Management, CRM, PMO, Outsourcing, Strategy, Data Center, Management, Project Planning, Quality Assurance, Governance, Team Leadership, Requirements Gathering, Budgets, Information Technology
Education
Fordham University - Graduate School of Business Administration 1972 — 1974
MBA, Business Administration
Manhattan College 1968 — 1972
B.S., Accounting
Monica Graham, MBA's JPMorgan Chase Experience August 2007 - Present
Job VP Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
Robert Hetherington's JPMorgan Chase Experience July 2007 - July 2012
Job Estate & Retirement Planning
Industry Financial Services
Experience
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
Catherine Nitschke's JPMorgan Chase Experience November 2010 - Present
Job Executive Director, J.P. Morgan Institutional Client Relationship Management
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
JPMorgan August 2007 - October 2010
JPMorgan August 2005 - August 2007
JPMorgan September 1998 - August 2005
Morgan Stanley February 1997 - September 1998
Morgan Stanley September 1988 - February 1997
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Equities, Alternative Investments, Relationship Management, Derivatives, Financial Services, Banking, Asset Management, Series 7, Series 63, Bonds, Financial Markets, Portfolio Management, Wealth Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1983 — 1987
B.S., Business Economics
JPMorgan Chase November 2010 - Present
JPMorgan August 2007 - October 2010
JPMorgan August 2005 - August 2007
JPMorgan September 1998 - August 2005
Morgan Stanley February 1997 - September 1998
Morgan Stanley September 1988 - February 1997
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Equities, Alternative Investments, Relationship Management, Derivatives, Financial Services, Banking, Asset Management, Series 7, Series 63, Bonds, Financial Markets, Portfolio Management, Wealth Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1983 — 1987
B.S., Business Economics
Joseph Morocco's JPMorgan Chase Experience June 2013 - Present
Job Vice President, Global Real Estate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
BlackRock August 2011 - June 2013
Morgan Stanley October 2007 - August 2011
Gensler June 2005 - October 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Project Finance, Financial Reporting, Finance, Due Diligence, Accounting, Financial Services, Managerial Finance, Budgets, Tax, Analysis, Forecasting, Strategic Financial..., Strategy, Corporate Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Accounting
Siena College 2001 — 2005
BBA, Accounting
CoreNetGlobal Masters of Corporate Real Estate
MCR (in progress)
New York University
SCPS, Schack Institute of Real Estate
JPMorgan Chase June 2013 - Present
BlackRock August 2011 - June 2013
Morgan Stanley October 2007 - August 2011
Gensler June 2005 - October 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Project Finance, Financial Reporting, Finance, Due Diligence, Accounting, Financial Services, Managerial Finance, Budgets, Tax, Analysis, Forecasting, Strategic Financial..., Strategy, Corporate Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Accounting
Siena College 2001 — 2005
BBA, Accounting
CoreNetGlobal Masters of Corporate Real Estate
MCR (in progress)
New York University
SCPS, Schack Institute of Real Estate
Sara Altagracia's JPMorgan Chase Experience June 2011 - August 2013
Job Home Ownership Counselor at Operation HOPE
Industry Financial Services
Experience
Operation HOPE January 2014 - Present
JPMorgan Chase June 2011 - August 2013
Jackson Hewitt January 2009 - April 2011
Wachovia Bank July 2007 - December 2008
jp morgan 1993 - 1997
Skills
Retirement Planning, Financial Planning, Credit, Risk Management, Mortgage Lending, Business Development, Finance, Underwriting, Loans, Financial Analysis, Insurance, Investments, Small Business, Residential Mortgages, Fixed Income, Securities, Financial Services, Banking, Strategic Financial..., Portfolio Management, Mortgage Banking, Management, Loan Origination, Refinance, Lines Of Credit, Commercial Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Series 6, Cross Selling, Investment Advisory, Capital Markets, FHA, Relationship Management, Consumer Lending, Financial Risk, Real Estate, Series 7, Commercial Lending, Sales, Credit Analysis, Series 63, Leadership, FHA financing, Cash Management, Home Equity, Funding, Credit Risk
Education
Fordham University - Graduate School of Business Administration 1994 — 1999
Master of Business Administration (MBA), Marketing
Hofstra University 1986 — 1990
BA, Finance
Operation HOPE January 2014 - Present
JPMorgan Chase June 2011 - August 2013
Jackson Hewitt January 2009 - April 2011
Wachovia Bank July 2007 - December 2008
jp morgan 1993 - 1997
Skills
Retirement Planning, Financial Planning, Credit, Risk Management, Mortgage Lending, Business Development, Finance, Underwriting, Loans, Financial Analysis, Insurance, Investments, Small Business, Residential Mortgages, Fixed Income, Securities, Financial Services, Banking, Strategic Financial..., Portfolio Management, Mortgage Banking, Management, Loan Origination, Refinance, Lines Of Credit, Commercial Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Series 6, Cross Selling, Investment Advisory, Capital Markets, FHA, Relationship Management, Consumer Lending, Financial Risk, Real Estate, Series 7, Commercial Lending, Sales, Credit Analysis, Series 63, Leadership, FHA financing, Cash Management, Home Equity, Funding, Credit Risk
Education
Fordham University - Graduate School of Business Administration 1994 — 1999
Master of Business Administration (MBA), Marketing
Hofstra University 1986 — 1990
BA, Finance
Hal Zick's JPMorgan Chase Experience 1994 - Present
Job Managing Director, JP Morgan
Industry Banking
Experience
JP Morgan Vice PresidentJP Morgan Chase & Co.1994 - Present
JPMorgan Chase Bank 1994 - Present
JPMorgan Chase 1994 - Present
The Chase Manhattan Bank 1994 - Present
JPMorganChase 1994 - Present
JPMorganChase Bank 1994 - Present
Education
Fordham Gabelli School of Business 1980 — 1982
JP Morgan Vice PresidentJP Morgan Chase & Co.1994 - Present
JPMorgan Chase Bank 1994 - Present
JPMorgan Chase 1994 - Present
The Chase Manhattan Bank 1994 - Present
JPMorganChase 1994 - Present
JPMorganChase Bank 1994 - Present
Education
Fordham Gabelli School of Business 1980 — 1982
David Gugliotta's JPMorgan Chase Experience August 2001 - July 2007
Job Accounting Manager
Industry Hospital & Health Care
Experience
New York Hospital Queens March 2012 - Present
Chatterbox Amusements LLC March 2010 - Present
Brookfield Asset Management July 2007 - March 2010
JPMorgan Chase August 2001 - July 2007
Josephthal November 1999 - July 2001
Dreyfus October 1998 - October 1999
Skills
Accounting, MBA, Excel, Word, PowerPoint, Financial Reporting, General Ledger, Financial Analysis, Reconciliation, GAAP, Microsoft Office, Accruals, Fixed Assets, Financial Accounting, Spreadsheets, US GAAP, Bookkeeping, Consolidation, Variance Analysis, Windows, Lotus Notes, Non-profits, Healthcare, Real Estate, Outlook, ADP Payroll, Accounts Payable, Tax Returns, Mutual Funds, Process Improvement, Professional..., QuickBooks
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Accounting & Finance
University at Albany, SUNY 1993 — 1997
BS, Finance
John Glenn High School 1990 — 1993
Diploma, n/a
New York Hospital Queens March 2012 - Present
Chatterbox Amusements LLC March 2010 - Present
Brookfield Asset Management July 2007 - March 2010
JPMorgan Chase August 2001 - July 2007
Josephthal November 1999 - July 2001
Dreyfus October 1998 - October 1999
Skills
Accounting, MBA, Excel, Word, PowerPoint, Financial Reporting, General Ledger, Financial Analysis, Reconciliation, GAAP, Microsoft Office, Accruals, Fixed Assets, Financial Accounting, Spreadsheets, US GAAP, Bookkeeping, Consolidation, Variance Analysis, Windows, Lotus Notes, Non-profits, Healthcare, Real Estate, Outlook, ADP Payroll, Accounts Payable, Tax Returns, Mutual Funds, Process Improvement, Professional..., QuickBooks
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Accounting & Finance
University at Albany, SUNY 1993 — 1997
BS, Finance
John Glenn High School 1990 — 1993
Diploma, n/a
Edgar Rivera, PMP's JPMorgan Chase Experience 1997 - Present
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 1997 - Present
Education
Fordham Gabelli School of Business 1992 — 1996
M.B.A., Information and Communication Systems
Fairleigh Dickinson University 1978 — 1982
B.S., Medical Technology
Passaic High School 1973 — 1977
H.S. Diploma
JPMorgan Chase 1997 - Present
Education
Fordham Gabelli School of Business 1992 — 1996
M.B.A., Information and Communication Systems
Fairleigh Dickinson University 1978 — 1982
B.S., Medical Technology
Passaic High School 1973 — 1977
H.S. Diploma
Dara Meiner (Robins)'s JPMorgan Chase Experience 2003 - December 2007
Job Senior Project Manager at The College Board
Industry Education Management
Experience
The College Board April 2013 - Present
The College Board January 2008 - April 2013
JPMorgan Chase 2003 - December 2007
BearingPoint (formerly Arthur Andersen) 2001 - 2003
Oracle Corporation 1996 - 1999
Skills
Program Management, Business Process..., Leadership, Business Analysis, Project Portfolio..., Management Consulting, Portfolio Management, Vendor Management, IT Strategy, Strategic Planning, Process Improvement, Project Management, PMO, Risk Management, Project Planning, Relationship Management
Education
Fordham Gabelli School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Management Information Systems and Marketing
University at Albany, SUNY 1991 — 1995
BS, Business Administration
The College Board April 2013 - Present
The College Board January 2008 - April 2013
JPMorgan Chase 2003 - December 2007
BearingPoint (formerly Arthur Andersen) 2001 - 2003
Oracle Corporation 1996 - 1999
Skills
Program Management, Business Process..., Leadership, Business Analysis, Project Portfolio..., Management Consulting, Portfolio Management, Vendor Management, IT Strategy, Strategic Planning, Process Improvement, Project Management, PMO, Risk Management, Project Planning, Relationship Management
Education
Fordham Gabelli School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Management Information Systems and Marketing
University at Albany, SUNY 1991 — 1995
BS, Business Administration
Debra Baron's JPMorgan Chase Experience 2004 - 2006
Job Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services 2006 - 2007
JPMorgan Chase 2004 - 2006
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Wisconsin-Madison
GlobeOp Financial Services 2006 - 2007
JPMorgan Chase 2004 - 2006
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Wisconsin-Madison
Thomas Toth's JPMorgan Chase Experience 1992 - 1994
Job Assistant Vice President at International Fund Services
Industry Investment Management
Experience
State Street April 2013 - Present
Caxton Associates April 2001 - April 2012
J.P. Morgan January 1992 - April 2001
JPMorgan Chase 1992 - 1994
Skills
Series 27, Interest Rate..., Exotic Derivatives, Foreign Exchange..., Commodities, Accounting, Hedge Funds, FX, Options, Fixed Income, Equities, Private Equity, Alternative Investments, Valuation, Credit Derivatives, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Pennsylvania State University 1988 — 1991
BS, Management
State Street April 2013 - Present
Caxton Associates April 2001 - April 2012
J.P. Morgan January 1992 - April 2001
JPMorgan Chase 1992 - 1994
Skills
Series 27, Interest Rate..., Exotic Derivatives, Foreign Exchange..., Commodities, Accounting, Hedge Funds, FX, Options, Fixed Income, Equities, Private Equity, Alternative Investments, Valuation, Credit Derivatives, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Pennsylvania State University 1988 — 1991
BS, Management
Carol Clancy's JPMorgan Chase Experience 2011 - Present
Job Vice President/Project Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2011 - Present
Consulting - small businesses 2008 - 2011
JPMorgan Chase 1982 - 2001
Skills
Banking
Education
Fordham Gabelli School of Business 1985 — 1987
Fordham University 1978 — 1982
BS, Finance
JPMorgan Chase 2011 - Present
Consulting - small businesses 2008 - 2011
JPMorgan Chase 1982 - 2001
Skills
Banking
Education
Fordham Gabelli School of Business 1985 — 1987
Fordham University 1978 — 1982
BS, Finance
Ellen Hauptman's JPMorgan Chase Experience August 2000 - February 2006
Job Project Manager at RBS
Industry Financial Services
Experience
RBS March 2011 - Present
Standard & Poor's January 2009 - November 2010
JPMorganChase August 1987 - December 2007
JPMorgan Chase August 2000 - February 2006
Skills
Risk Management, Training, Finance, SDLC, Business Analysis, Data Warehousing, PMP, Banking, Business Process..., Project Planning, Financial Services, PMO, Program Management
Education
Fordham Gabelli School of Business
Goucher College
BA, Sociology & Psychology
RBS March 2011 - Present
Standard & Poor's January 2009 - November 2010
JPMorganChase August 1987 - December 2007
JPMorgan Chase August 2000 - February 2006
Skills
Risk Management, Training, Finance, SDLC, Business Analysis, Data Warehousing, PMP, Banking, Business Process..., Project Planning, Financial Services, PMO, Program Management
Education
Fordham Gabelli School of Business
Goucher College
BA, Sociology & Psychology
Chi Tsui's JPMorgan Chase Experience November 2006 - March 2008
Job Vice President, Risk Regulatory Liaison at Barclays
Industry Financial Services
Experience
Barclays August 2013 - Present
Bank of America January 2010 - August 2013
Office of General Counsel, Merrill Lynch 2008 - December 2009
JPMorgan Chase November 2006 - March 2008
AXA Advisors June 2006 - October 2006
Skills
Fixed Income, Securities, Trading, Capital Markets, Equity Derivatives, Credit Risk, Equities, Derivatives, Program Management, Investment Banking, Loans, Trading Systems, Financial Risk, Credit Derivatives, Options, Bonds, Financial Services, Basel II
Education
Fordham University 2004 — 2008
B.A., Finance
Barclays August 2013 - Present
Bank of America January 2010 - August 2013
Office of General Counsel, Merrill Lynch 2008 - December 2009
JPMorgan Chase November 2006 - March 2008
AXA Advisors June 2006 - October 2006
Skills
Fixed Income, Securities, Trading, Capital Markets, Equity Derivatives, Credit Risk, Equities, Derivatives, Program Management, Investment Banking, Loans, Trading Systems, Financial Risk, Credit Derivatives, Options, Bonds, Financial Services, Basel II
Education
Fordham University 2004 — 2008
B.A., Finance
Frank Pastirchak's JPMorgan Chase Experience 1995 - 2007
Job Commercial Lender at The Westchester Bank
Industry Banking
Experience
The Westchester Bank June 2013 - Present
JPMorgan Chase 1995 - 2007
Skills
Invoice Finance, Cash Management, Loans, Contract Negotiation, Real Estate, Budgets
Education
Fordham Gabelli School of Business 2000 — 2004
The Westchester Bank June 2013 - Present
JPMorgan Chase 1995 - 2007
Skills
Invoice Finance, Cash Management, Loans, Contract Negotiation, Real Estate, Budgets
Education
Fordham Gabelli School of Business 2000 — 2004
Shelini Kalladeen's JPMorgan Chase Experience January 2014 - Present
Job Vice President, Corporate Financial Reporting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Barclays Capital January 2010 - January 2014
Morgan Stanley May 2007 - December 2009
Goldman Sachs 2002 - 2007
Skills
Equities, Product Control, Investment Banking, Valuation, Financial Analysis, Bloomberg, Derivatives, Financial Services, Securities, Corporate Finance, Capital Markets, Structured Products, Financial Modeling, Analysis
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Hofstra University
BBA, Accounting and Finance
JPMorgan Chase January 2014 - Present
Barclays Capital January 2010 - January 2014
Morgan Stanley May 2007 - December 2009
Goldman Sachs 2002 - 2007
Skills
Equities, Product Control, Investment Banking, Valuation, Financial Analysis, Bloomberg, Derivatives, Financial Services, Securities, Corporate Finance, Capital Markets, Structured Products, Financial Modeling, Analysis
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Hofstra University
BBA, Accounting and Finance
Joe Schifaudo's JPMorgan Chase Experience 2005 - March 2011
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2011 - Present
JPMorgan Chase 2005 - March 2011
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Insurance, Investment Banking, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2010
MBA, Finance
Fordham University 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
Goldman Sachs March 2011 - Present
JPMorgan Chase 2005 - March 2011
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Insurance, Investment Banking, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2010
MBA, Finance
Fordham University 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
Peter Wall's JPMorgan Chase Experience Managing Director, InvestmentsJP Morgan2004 - Present
Job Managing Director at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase Managing Director, InvestmentsJP Morgan2004 - Present
Chemical Bank 1993 - 1994
Citibank 1985 - 1993
Citicorp Investment Services 1985 - 1993
Sony Electronics 1981 - 1985
Education
Fordham Gabelli School of Business 1981 — 1982
JPMorgan Chase Managing Director, InvestmentsJP Morgan2004 - Present
Chemical Bank 1993 - 1994
Citibank 1985 - 1993
Citicorp Investment Services 1985 - 1993
Sony Electronics 1981 - 1985
Education
Fordham Gabelli School of Business 1981 — 1982
Michael Wiblishauser's JPMorgan Chase Experience March 2010 - Present
Job Client Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
Chris Amico's JPMorgan Chase Experience 1986 - 2006
Job MD at BNY Mellon
Industry Banking
Experience
BNY Mellon October 2006 - Present
JPMorgan Chase 1986 - 2006
MHT 1981 - 1986
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
BA, Political Science
Xaverian High School 1973 — 1977
gen
BNY Mellon October 2006 - Present
JPMorgan Chase 1986 - 2006
MHT 1981 - 1986
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
BA, Political Science
Xaverian High School 1973 — 1977
gen
Cynthia Connolly's JPMorgan Chase Experience October 2005 - May 2015
Job Certified PMP
Industry Financial Services
Experience
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
Roland Limgenco's JPMorgan Chase Experience VP - Corp Financial ReportingThe Chase Manhattan Bank1993 - Present
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase VP - Corp Financial ReportingThe Chase Manhattan Bank1993 - Present
JP Morgan Chase 1993 - Present
Skills
Banking, Derivatives, Financial Analysis, Financial Services, Investment Banking, Capital Markets, Equities, Financial Reporting, Fixed Income, Risk Management, Internal Controls, Financial Modeling, Auditing
Education
Fordham Gabelli School of Business 1989 — 1991
JPMorgan Chase VP - Corp Financial ReportingThe Chase Manhattan Bank1993 - Present
JP Morgan Chase 1993 - Present
Skills
Banking, Derivatives, Financial Analysis, Financial Services, Investment Banking, Capital Markets, Equities, Financial Reporting, Fixed Income, Risk Management, Internal Controls, Financial Modeling, Auditing
Education
Fordham Gabelli School of Business 1989 — 1991
Jeanette Lynch's JPMorgan Chase Experience September 2004 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase September 2004 - December 2006
JP Morgan Chase July 1999 - September 2004
American Express May 1988 - July 1999
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance & Management
Pace University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase September 2004 - December 2006
JP Morgan Chase July 1999 - September 2004
American Express May 1988 - July 1999
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance & Management
Pace University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Janice P. Franklin's JPMorgan Chase Experience February 1992 - December 2005
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank January 2006 - Present
JPMorgan Chase February 1992 - December 2005
Skills
Certified Anti-Money..., Auditing, Risk Management, Risk Assessment
Education
Fordham Gabelli School of Business
MBA, Finance
Fordham University
BS, Finance
Lehman College
Certificate, Personal Financial Planning
Deutsche Bank January 2006 - Present
JPMorgan Chase February 1992 - December 2005
Skills
Certified Anti-Money..., Auditing, Risk Management, Risk Assessment
Education
Fordham Gabelli School of Business
MBA, Finance
Fordham University
BS, Finance
Lehman College
Certificate, Personal Financial Planning
Joseph Graziano's JPMorgan Chase Experience May 1998 - September 2008
Job Vice President at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2008 - Present
The Depository Trust & Clearing Corporation February 2014 - February 2015
The Depository Trust & Clearing Corporation June 2010 - February 2014
The Depository Trust & Clearing Corporation September 2008 - June 2010
JPMorgan Chase May 1998 - September 2008
Skills
Securities, Fixed Income, Equities, Financial Services, Risk Management, Capital Markets, Derivatives, Banking, Hedge Funds, Investment Banking, Securities Lending, Trading, Finance, Bloomberg, Portfolio Management, Asset Management, Middle Office, Financial Markets, Management, Options, Relationship Management, Business Analysis, Prime Brokerage
Education
The Wharton School - SIFMA 2014 — 2016
(SII) Securities Industry Institute Executive Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Rutgers University-New Brunswick 1994 — 1998
BS, Business Management
The Depository Trust & Clearing Corporation September 2008 - Present
The Depository Trust & Clearing Corporation February 2014 - February 2015
The Depository Trust & Clearing Corporation June 2010 - February 2014
The Depository Trust & Clearing Corporation September 2008 - June 2010
JPMorgan Chase May 1998 - September 2008
Skills
Securities, Fixed Income, Equities, Financial Services, Risk Management, Capital Markets, Derivatives, Banking, Hedge Funds, Investment Banking, Securities Lending, Trading, Finance, Bloomberg, Portfolio Management, Asset Management, Middle Office, Financial Markets, Management, Options, Relationship Management, Business Analysis, Prime Brokerage
Education
The Wharton School - SIFMA 2014 — 2016
(SII) Securities Industry Institute Executive Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Rutgers University-New Brunswick 1994 — 1998
BS, Business Management
Stephen Hartigan's JPMorgan Chase Experience 2005 - 2007
Job Senior Vice President at Bank United
Industry Real Estate
Experience
Bank United January 2013 - Present
JP Morgan Chase Real Estate Banking February 2008 - Present
JPMorgan Chase 2005 - 2007
Capmark Finance (formerly GMAC Commercial Mortgage) 1998 - 2005
Skills
Credit, Loans, Portfolio Management, Financial Analysis, Valuation
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Bank United January 2013 - Present
JP Morgan Chase Real Estate Banking February 2008 - Present
JPMorgan Chase 2005 - 2007
Capmark Finance (formerly GMAC Commercial Mortgage) 1998 - 2005
Skills
Credit, Loans, Portfolio Management, Financial Analysis, Valuation
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Frank Cosentino, CFA's JPMorgan Chase Experience 2003 - 2005
Job Risk Management Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2012 - Present
Federal Reserve Bank of New York 2009 - 2012
UBS Investment Bank 2005 - 2009
UBS Pactual 2005 - 2009
JPMorgan Chase 2003 - 2005
JP Morgan Chase Hong Kong 1999 - 2003
JPMorgan Chase 1994 - 1999
MG Emerging Markets (Metallgesellschaft Corp) 1989 - 1994
MG Trade Finance (Metallgesellschaft Corp) 1988 - 1990
North American Philips Corp 1986 - 1988
Skills
Credit Risk, Fixed Income, Market Risk, Credit Trading, Emerging Markets, Risk Management, Credit Derivatives, CVA, Syndications, Credit Analysis, Structured Products, Leveraged Finance, Credit, FX Options, Trading, Derivatives
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Le Moyne College
BS, Accounting and Economics
Deutsche Bank 2012 - Present
Federal Reserve Bank of New York 2009 - 2012
UBS Investment Bank 2005 - 2009
UBS Pactual 2005 - 2009
JPMorgan Chase 2003 - 2005
JP Morgan Chase Hong Kong 1999 - 2003
JPMorgan Chase 1994 - 1999
MG Emerging Markets (Metallgesellschaft Corp) 1989 - 1994
MG Trade Finance (Metallgesellschaft Corp) 1988 - 1990
North American Philips Corp 1986 - 1988
Skills
Credit Risk, Fixed Income, Market Risk, Credit Trading, Emerging Markets, Risk Management, Credit Derivatives, CVA, Syndications, Credit Analysis, Structured Products, Leveraged Finance, Credit, FX Options, Trading, Derivatives
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Le Moyne College
BS, Accounting and Economics
Kim Papa's JPMorgan Chase Experience June 2013 - Present
Job Executive Director, AML Risk Assessment at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
JPMorgan Chase October 2012 - June 2013
JPMorgan Chase September 2011 - October 2012
JPMorgan Chase February 2000 - September 2011
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA)
Dartmouth College
JPMorgan Chase June 2013 - Present
JPMorgan Chase October 2012 - June 2013
JPMorgan Chase September 2011 - October 2012
JPMorgan Chase February 2000 - September 2011
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA)
Dartmouth College
Michael Morin's JPMorgan Chase Experience September 1997 - September 2008
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2010 - Present
JPMorgan Chase September 1997 - September 2008
Morgan Stanley 1995 - 1997
The Bank of New York Mellon 1988 - 1995
Education
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Finance
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
B.S., Finance/Quantitative Methods
Fidelity Investments 2010 - Present
JPMorgan Chase September 1997 - September 2008
Morgan Stanley 1995 - 1997
The Bank of New York Mellon 1988 - 1995
Education
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Finance
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
B.S., Finance/Quantitative Methods
Bob Zimmel's JPMorgan Chase Experience October 2006 - April 2008
Job Controller & FinOp at NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
Patrick Goulard's JPMorgan Chase Experience December 2013 - Present
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Skills
Investment Banking, Equities, Portfolio Management, Risk Management, Financial Reporting, Capital Markets, Financial Services, Series 7, Alternative Investments, Financial Modeling, Financial Analysis, Securities, Managerial Finance
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Finance
Hofstra University 1984 — 1988
BBA, Accounting
St. Francis Prep 1980 — 1984
JPMorgan Chase December 2013 - Present
Skills
Investment Banking, Equities, Portfolio Management, Risk Management, Financial Reporting, Capital Markets, Financial Services, Series 7, Alternative Investments, Financial Modeling, Financial Analysis, Securities, Managerial Finance
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Finance
Hofstra University 1984 — 1988
BBA, Accounting
St. Francis Prep 1980 — 1984
Ronald Ponzoni's JPMorgan Chase Experience June 1999 - 2009
Job Financial Accounting Professional
Industry Financial Services
Experience
............................... March 2012 - Present
Edelman 2011 - 2011
US Census Bureau 2010 - 2010
JPMorgan Chase June 1999 - 2009
UPRR, LLC November 1997 - June 1999
The Bank of New York June 1995 - November 1997
Skills
Hedge Funds, Equities, Asset Managment, Alternative Investments, Fund Of Funds, Financial Analysis, Fixed Income, AML, Investments, Derivatives, Mutual Funds, Financial Modeling, Valuation, Private Equity, Risk Management
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Political Science
............................... March 2012 - Present
Edelman 2011 - 2011
US Census Bureau 2010 - 2010
JPMorgan Chase June 1999 - 2009
UPRR, LLC November 1997 - June 1999
The Bank of New York June 1995 - November 1997
Skills
Hedge Funds, Equities, Asset Managment, Alternative Investments, Fund Of Funds, Financial Analysis, Fixed Income, AML, Investments, Derivatives, Mutual Funds, Financial Modeling, Valuation, Private Equity, Risk Management
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Political Science
Ellen Walters's JPMorgan Chase Experience 2000 - 2001
Job Vice President Market & Liquidity Risk Management: OpRisk & Control Assurance, Governance
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Credit Suisse January 2011 - June 2014
Credit Suisse January 2008 - December 2010
Credit Suisse August 2005 - December 2007
Credit Suisse March 2001 - August 2005
JPMorgan Chase 2000 - 2001
Salomon Smith Barney 1998 - 2000
U.S. Government Accountability Office May 1997 - March 1998
Skills
Fixed Income, Equities, Capital Markets, Securities, Derivatives, Operational Risk, Investment Banking, Series 7, Private Banking, Risk Management, Financial Services, Series 63, Series 24, Options, Operational Risk..., RCSA, Quality Assurance Review, Reputational Risk, PEP, Internal Controls, Controls Development, Internal Audit, Supervision, Series 9 & 10, Series 4 - Registered...
Education
SIFMA's Securities Industry Institute® (SII) - The Wharton School of The University of Pennsylvania 2011 — 2013
Graduate of Program
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Bethany College
Bachelor of Arts (BA), Accounting
Credit Suisse June 2014 - Present
Credit Suisse January 2011 - June 2014
Credit Suisse January 2008 - December 2010
Credit Suisse August 2005 - December 2007
Credit Suisse March 2001 - August 2005
JPMorgan Chase 2000 - 2001
Salomon Smith Barney 1998 - 2000
U.S. Government Accountability Office May 1997 - March 1998
Skills
Fixed Income, Equities, Capital Markets, Securities, Derivatives, Operational Risk, Investment Banking, Series 7, Private Banking, Risk Management, Financial Services, Series 63, Series 24, Options, Operational Risk..., RCSA, Quality Assurance Review, Reputational Risk, PEP, Internal Controls, Controls Development, Internal Audit, Supervision, Series 9 & 10, Series 4 - Registered...
Education
SIFMA's Securities Industry Institute® (SII) - The Wharton School of The University of Pennsylvania 2011 — 2013
Graduate of Program
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Bethany College
Bachelor of Arts (BA), Accounting
Nicole Castronovo's JPMorgan Chase Experience January 2013 - Present
Job Finance Associate at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2012 - January 2013
JPMorgan Chase August 2010 - April 2012
JPMorgan Chase June 2006 - May 2010
JPMorgan Chase June 2009 - August 2009
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
Fordham University 2006 — 2010
BS, Public Accounting
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2012 - January 2013
JPMorgan Chase August 2010 - April 2012
JPMorgan Chase June 2006 - May 2010
JPMorgan Chase June 2009 - August 2009
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
Fordham University 2006 — 2010
BS, Public Accounting
Michael J. Young's JPMorgan Chase Experience November 2010 - April 2013
Job Managing Director at Pavilion Global Markets Ltd.
Industry Financial Services
Experience
Pavilion Global Markets Ltd. July 2014 - Present
BNY Mellon Transition Management Advisors, LLC April 2013 - June 2014
JPMorgan Chase November 2010 - April 2013
JPMorgan Chase February 2007 - November 2010
JP Morgan Chase September 2003 - February 2007
Skills
Series 7, Securities, Fixed Income, Series 63, Equities, Alternative Investments, Asset Managment, Investments, Foreign Exchange, Futures, Asset Management, Portfolio Management, Bloomberg, Derivatives, Mutual Funds, Financial Services, Overlay, Interim Management, Series 3, Capital Markets, Financial Markets, Relationship Management, Trading, Investment Strategies, Investment Management, Equity Trading, Asset Allocation, Trading Systems, ETFs, Hedging, Risk Management, Pension Funds, Cash Management, Bonds, Valuation, Electronic Trading, Business Development, Sales, Hedge Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Syracuse University College of Law 1986 — 1989
JD, Law
Muhlenberg College 1982 — 1986
BA, Political Science
Pavilion Global Markets Ltd. July 2014 - Present
BNY Mellon Transition Management Advisors, LLC April 2013 - June 2014
JPMorgan Chase November 2010 - April 2013
JPMorgan Chase February 2007 - November 2010
JP Morgan Chase September 2003 - February 2007
Skills
Series 7, Securities, Fixed Income, Series 63, Equities, Alternative Investments, Asset Managment, Investments, Foreign Exchange, Futures, Asset Management, Portfolio Management, Bloomberg, Derivatives, Mutual Funds, Financial Services, Overlay, Interim Management, Series 3, Capital Markets, Financial Markets, Relationship Management, Trading, Investment Strategies, Investment Management, Equity Trading, Asset Allocation, Trading Systems, ETFs, Hedging, Risk Management, Pension Funds, Cash Management, Bonds, Valuation, Electronic Trading, Business Development, Sales, Hedge Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Syracuse University College of Law 1986 — 1989
JD, Law
Muhlenberg College 1982 — 1986
BA, Political Science
Maria Macri's JPMorgan Chase Experience October 2002 - January 2005
Job Associate at Commerzbank AG
Industry Banking
Experience
Commerzbank AG January 2005 - December 2011
JPMorgan Chase October 2002 - January 2005
WestLB November 1999 - June 2002
Arthur Andersen LLP May 1997 - November 1999
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Accounting and Finance, Business
Commerzbank AG January 2005 - December 2011
JPMorgan Chase October 2002 - January 2005
WestLB November 1999 - June 2002
Arthur Andersen LLP May 1997 - November 1999
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Accounting and Finance, Business
Jonathan Tse's JPMorgan Chase Experience June 2011 - August 2011
Job Administration Associate Finance Group at Global China Connection
Industry Accounting
Experience
Global China Connection September 2011 - Present
JPMorgan Chase June 2011 - August 2011
Prudential Financial June 2010 - August 2010
Skills
Languages: Cantonese,..., Public Speaking, JIRA, Speed Reading, Google Docs, SQL, Microsoft Office, Information Architecture, Information Management, Google, Tax Preparation, Checkpoint, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science, Taxation
Syracuse University 2008 — 2011
Bachelors, Accounting; Information Studies; Information Management and Technology
Global China Connection September 2011 - Present
JPMorgan Chase June 2011 - August 2011
Prudential Financial June 2010 - August 2010
Skills
Languages: Cantonese,..., Public Speaking, JIRA, Speed Reading, Google Docs, SQL, Microsoft Office, Information Architecture, Information Management, Google, Tax Preparation, Checkpoint, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science, Taxation
Syracuse University 2008 — 2011
Bachelors, Accounting; Information Studies; Information Management and Technology
Abe Mendez's JPMorgan Chase Experience July 2008 - May 2012
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays January 2015 - Present
Chase January 2014 - January 2015
J.P. Morgan June 2012 - January 2014
JPMorgan Chase July 2008 - May 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Data Analysis, Strategy, Spanish, Project Management, Teamwork, Research, Editing, Innovation Management, Team Motivator, Excel
Education
Fordham University 2008 — 2012
BA, English, History
Cristo Rey New York High School 2004 — 2008
Barclays January 2015 - Present
Chase January 2014 - January 2015
J.P. Morgan June 2012 - January 2014
JPMorgan Chase July 2008 - May 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Data Analysis, Strategy, Spanish, Project Management, Teamwork, Research, Editing, Innovation Management, Team Motivator, Excel
Education
Fordham University 2008 — 2012
BA, English, History
Cristo Rey New York High School 2004 — 2008
Robert Stamos's JPMorgan Chase Experience January 2013 - Present
Job Internal Audit at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
JPMorgan Chase January 2013 - Present
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
Russell Heller, MBA's JPMorgan Chase Experience August 2013 - Present
Job Economic Scenario Management Associate at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - Present
Visiting Nurse Service of New York April 2012 - August 2013
Visiting Nurse Service of New York October 2010 - May 2012
Young Judaea January 2009 - July 2010
Strategies for Wealth July 2008 - August 2008
Visiting Nurse Service of New York June 2007 - August 2007
Skills
Leadership, Strategic Planning, Analysis, Microsoft Office, Financial Analysis, Sales, Insurance, Social Media, Investments, Nonprofits, Event Planning, Facebook, PowerPoint, Databases, Public Speaking, Microsoft Excel, Social Media Marketing, Research, Recruiting, Salesforce.com, Strategy, Management, Marketing
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts, Economics
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - Present
Visiting Nurse Service of New York April 2012 - August 2013
Visiting Nurse Service of New York October 2010 - May 2012
Young Judaea January 2009 - July 2010
Strategies for Wealth July 2008 - August 2008
Visiting Nurse Service of New York June 2007 - August 2007
Skills
Leadership, Strategic Planning, Analysis, Microsoft Office, Financial Analysis, Sales, Insurance, Social Media, Investments, Nonprofits, Event Planning, Facebook, PowerPoint, Databases, Public Speaking, Microsoft Excel, Social Media Marketing, Research, Recruiting, Salesforce.com, Strategy, Management, Marketing
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts, Economics
Michelle Thissell's JPMorgan Chase Experience January 2007 - October 2007
Job Vice President, Treasury Solutions Officer at Bank of America
Industry Banking
Experience
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Jeff Zuckerman's JPMorgan Chase Experience June 1999 - February 2002
Job Tourmaline Partners, LLC
Industry Investment Management
Experience
Tourmaline Partners, LLC December 2014 - Present
Ziff Brothers Investments January 2008 - May 2014
Deutsche Bank March 2002 - December 2007
JPMorgan Chase June 1999 - February 2002
Skills
Equities, Hedge Funds, Trading, Bloomberg, Financial Modeling, Fixed Income, Investments, Valuation, Alternative Investments, Derivatives, Securities
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
University of Pennsylvania 1995 — 1999
Bachelor of Arts (BA), Economics and Political Science
Tourmaline Partners, LLC December 2014 - Present
Ziff Brothers Investments January 2008 - May 2014
Deutsche Bank March 2002 - December 2007
JPMorgan Chase June 1999 - February 2002
Skills
Equities, Hedge Funds, Trading, Bloomberg, Financial Modeling, Fixed Income, Investments, Valuation, Alternative Investments, Derivatives, Securities
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
University of Pennsylvania 1995 — 1999
Bachelor of Arts (BA), Economics and Political Science
Timothy Marek's JPMorgan Chase Experience 2001 - 2008
Job Director at UniCredit Bank AG
Industry Banking
Experience
UniCredit Bank AG April 2011 - Present
Standard Chartered Bank May 2008 - March 2011
JPMorgan Chase 2001 - 2008
Citibank NA 1999 - 2001
ABN AMRO Bank N.V. 1995 - 1998
Skills
Risk Management, Portfolio Management, Banking, Corporate Finance, Credit, Investment Banking, Credit Risk, Relationship Management, Commercial Banking, Capital Markets, Cash Management, Financial Analysis, Financial Services, Financial Risk, FX Options
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
UniCredit Bank AG April 2011 - Present
Standard Chartered Bank May 2008 - March 2011
JPMorgan Chase 2001 - 2008
Citibank NA 1999 - 2001
ABN AMRO Bank N.V. 1995 - 1998
Skills
Risk Management, Portfolio Management, Banking, Corporate Finance, Credit, Investment Banking, Credit Risk, Relationship Management, Commercial Banking, Capital Markets, Cash Management, Financial Analysis, Financial Services, Financial Risk, FX Options
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Diane Valcic's JPMorgan Chase Experience 1999 - 2005
Job Global Account Manager at SWIFT
Industry Financial Services
Experience
SWIFT June 2005 - Present
JPMorgan Chase 1999 - 2005
Zagrebacka banka 1997 - 1999
Chase Manhattan 1994 - 1997
Chase Manhattan 1984 - 1994
European American Bank 1981 - 1984
Irving Trust Company 1977 - 1981
Skills
SWIFT payments, Relationship Management, Payments, Transactional Banking, Product Management, Cash Management, Treasury Management, Banking, Back Office, Financial Services, Payment Systems, Capital Markets, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Marketing Management
Fordham University 1973 — 1977
BA, Economics, Spanish
SWIFT June 2005 - Present
JPMorgan Chase 1999 - 2005
Zagrebacka banka 1997 - 1999
Chase Manhattan 1994 - 1997
Chase Manhattan 1984 - 1994
European American Bank 1981 - 1984
Irving Trust Company 1977 - 1981
Skills
SWIFT payments, Relationship Management, Payments, Transactional Banking, Product Management, Cash Management, Treasury Management, Banking, Back Office, Financial Services, Payment Systems, Capital Markets, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Marketing Management
Fordham University 1973 — 1977
BA, Economics, Spanish
Jonathan Conlon's JPMorgan Chase Experience February 2014 - February 2015
Job Senior Associate, Business Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase February 2014 - February 2015
BlackRock August 2013 - February 2014
JPMorgan Chase August 2009 - August 2013
Skills
Financial Modeling, Essbase, Financial Analysis, Expense Management, Strategic Financial..., Corporate Budgeting, SAP, Microsoft Excel, P&L Forecasting, Financial Forecasting, Month End Close, PMO, Relationship Management, Strategy, Program Management, Project Management, Planning Budgeting &...
Education
Fordham Gabelli School of Business 2009 — 2009
MBA, Finance
Fordham University 2005 — 2009
Bachelors of Science, Business Administration, Concentration in Finance
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase February 2014 - February 2015
BlackRock August 2013 - February 2014
JPMorgan Chase August 2009 - August 2013
Skills
Financial Modeling, Essbase, Financial Analysis, Expense Management, Strategic Financial..., Corporate Budgeting, SAP, Microsoft Excel, P&L Forecasting, Financial Forecasting, Month End Close, PMO, Relationship Management, Strategy, Program Management, Project Management, Planning Budgeting &...
Education
Fordham Gabelli School of Business 2009 — 2009
MBA, Finance
Fordham University 2005 — 2009
Bachelors of Science, Business Administration, Concentration in Finance
Danielle Rhodes's JPMorgan Chase Experience August 2005 - August 2006
Job
Industry Government Administration
Experience
Family Ties of Westchester October 2014 - Present
Westchester County August 2007 - Present
Kids in Crisis September 2011 - May 2012
121 Restaurant Group May 2008 - December 2009
JPMorgan Chase August 2005 - August 2006
Skills
PowerPoint, Microsoft Office, Microsoft Word, Case Managment, Non-profits, Community Outreach, Public Speaking, Program Development, Social Services, Customer Service, Program Evaluation, Data Analysis, Microsoft Excel, Teaching, Editing, Nonprofits, Strategic Planning, Adolescents, Event Planning, Team Building, Child Welfare, Outlook, Research, Fundraising, Volunteer Management
Education
Fordham University 2013 — 2015
Master of Social Work (MSW), Leadership and Macro Practice - Community-based Practice and Leadership
Fordham University 2007 — 2012
BSW, Social Work
Family Ties of Westchester October 2014 - Present
Westchester County August 2007 - Present
Kids in Crisis September 2011 - May 2012
121 Restaurant Group May 2008 - December 2009
JPMorgan Chase August 2005 - August 2006
Skills
PowerPoint, Microsoft Office, Microsoft Word, Case Managment, Non-profits, Community Outreach, Public Speaking, Program Development, Social Services, Customer Service, Program Evaluation, Data Analysis, Microsoft Excel, Teaching, Editing, Nonprofits, Strategic Planning, Adolescents, Event Planning, Team Building, Child Welfare, Outlook, Research, Fundraising, Volunteer Management
Education
Fordham University 2013 — 2015
Master of Social Work (MSW), Leadership and Macro Practice - Community-based Practice and Leadership
Fordham University 2007 — 2012
BSW, Social Work
Frank Fierro's JPMorgan Chase Experience March 2007 - October 2013
Job Home Lending Officer at CITI Mortgage
Industry Banking
Experience
CITIBANK, N.A. June 2014 - March 2015
JPMorgan Chase March 2007 - October 2013
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Credit, VA loans, Financial Analysis, FHA financing, Refinance, FHA, Loans, Banking, Credit Analysis, Consumer Lending, USDA, Commercial Lending, Credit Risk, Underwriting, Real Estate Financing, Real Estate Economics, Retail Banking, Construction Loans, FHA Financing, VA Loans
Education
Fordham Gabelli School of Business
MBA, Marketing
CITIBANK, N.A. June 2014 - March 2015
JPMorgan Chase March 2007 - October 2013
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Credit, VA loans, Financial Analysis, FHA financing, Refinance, FHA, Loans, Banking, Credit Analysis, Consumer Lending, USDA, Commercial Lending, Credit Risk, Underwriting, Real Estate Financing, Real Estate Economics, Retail Banking, Construction Loans, FHA Financing, VA Loans
Education
Fordham Gabelli School of Business
MBA, Marketing
Chris Rola's JPMorgan Chase Experience 2011 - Present
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2011 - Present
Citibank 2004 - 2011
Skills
Banking, Credit, Portfolio Management, Loans, Capital Markets, Commercial Banking, Fixed Income, Credit Risk, Credit Analysis, Risk Management, Equities, Retail Banking, Investment Banking, Credit Cards, Financial Services
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
JPMorgan Chase 2011 - Present
Citibank 2004 - 2011
Skills
Banking, Credit, Portfolio Management, Loans, Capital Markets, Commercial Banking, Fixed Income, Credit Risk, Credit Analysis, Risk Management, Equities, Retail Banking, Investment Banking, Credit Cards, Financial Services
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Robert Pastor's JPMorgan Chase Experience March 1986 - March 1992
Job Former head Latam Repo at Barclays
Industry Financial Services
Experience
Barclays NY September 2009 - May 2012
Barclays London August 2005 - August 2009
Barclays NY March 2000 - August 2005
Deutsche Bank March 1992 - February 2000
JPMorgan Chase March 1986 - March 1992
Skills
Series 7, Series 63, Series 24, Series 3
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Cook College, Rutgers University
BS, Economics
Barclays NY September 2009 - May 2012
Barclays London August 2005 - August 2009
Barclays NY March 2000 - August 2005
Deutsche Bank March 1992 - February 2000
JPMorgan Chase March 1986 - March 1992
Skills
Series 7, Series 63, Series 24, Series 3
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Cook College, Rutgers University
BS, Economics
Stephani Berger's JPMorgan Chase Experience August 1991 - December 2005
Job Office Administrator at Pinnacle Architectural Group
Industry Marketing and Advertising
Experience
Pinnacle Architectural Group July 2014 - Present
Toys R Us October 2009 - October 2010
JPMorgan Chase August 1991 - December 2005
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Marketing
University of Michigan 1982 — 1986
BA, General Studies - Marketing, Communications, Art History
Pinnacle Architectural Group July 2014 - Present
Toys R Us October 2009 - October 2010
JPMorgan Chase August 1991 - December 2005
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Marketing
University of Michigan 1982 — 1986
BA, General Studies - Marketing, Communications, Art History
Pam Krueger's JPMorgan Chase Experience January 2004 - December 2006
Job Independent Consultant at Rodan and Fields Dermatologists
Industry Internet
Experience
Rodan and Fields Dermatologists September 2012 - Present
Furry Faces Designs, LLC 2007 - Present
JPMorgan Chase January 2004 - December 2006
Deloitte April 2000 - December 2002
Skills
Social Media, HTML, JavaScript, Online Advertising, SEO, Social Media Marketing, CSS, PHP, MySQL, Web Development, Photoshop, Sales, Business Development
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Rodan and Fields Dermatologists September 2012 - Present
Furry Faces Designs, LLC 2007 - Present
JPMorgan Chase January 2004 - December 2006
Deloitte April 2000 - December 2002
Skills
Social Media, HTML, JavaScript, Online Advertising, SEO, Social Media Marketing, CSS, PHP, MySQL, Web Development, Photoshop, Sales, Business Development
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Margaret Gutierrez's JPMorgan Chase Experience 1996 - December 2012
Job VP Commercial Lending
Industry Banking
Experience
Valley National Bank August 2013 - Present
Sun National Bank December 2012 - August 2013
JPMorgan Chase 1996 - December 2012
The Bank of New York 1996 - 2009
Wells Fargo 1994 - 1996
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit, Management, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.), Finance, and Economics
Valley National Bank August 2013 - Present
Sun National Bank December 2012 - August 2013
JPMorgan Chase 1996 - December 2012
The Bank of New York 1996 - 2009
Wells Fargo 1994 - 1996
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit, Management, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.), Finance, and Economics
Chris Valentino's JPMorgan Chase Experience 2006 - 2010
Job VP Business Development
Industry Financial Services
Experience
EquiLend September 2012 - Present
Argus Media September 2011 - October 2012
Markit Securities Finance March 2010 - September 2011
JPMorgan Chase 2006 - 2010
Gagnon Securities 2004 - 2006
Bloomberg LP 2002 - 2004
Skills
Equities, Relationship Management, Fixed Income, Capital Markets, Business Development, Sales, Financial Markets, Trading, Securities, Series 7, Bloomberg, New Business Development, Trading Systems, Hedge Funds, Financial Services, Electronic Trading, Derivatives, FinTech
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
Master of Business Administration (MBA), Finance
Lafayette College 1993 — 1997
BA, Economics
EquiLend September 2012 - Present
Argus Media September 2011 - October 2012
Markit Securities Finance March 2010 - September 2011
JPMorgan Chase 2006 - 2010
Gagnon Securities 2004 - 2006
Bloomberg LP 2002 - 2004
Skills
Equities, Relationship Management, Fixed Income, Capital Markets, Business Development, Sales, Financial Markets, Trading, Securities, Series 7, Bloomberg, New Business Development, Trading Systems, Hedge Funds, Financial Services, Electronic Trading, Derivatives, FinTech
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
Master of Business Administration (MBA), Finance
Lafayette College 1993 — 1997
BA, Economics
Gina Sirna's JPMorgan Chase Experience July 2013 - May 2015
Job Associate, Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JP Morgan Chase July 2009 - January 2013
JP Morgan Chase June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84
Altfest Personal Wealth Management May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JP Morgan Chase July 2009 - January 2013
JP Morgan Chase June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84
Eugene Morrisroe's JPMorgan Chase Experience September 1988 - February 1998
Job Director at FXall
Industry Financial Services
Experience
FXall April 2011 - Present
Brown Brothers Harriman February 1998 - April 2011
JPMorgan Chase September 1988 - February 1998
Skills
Capital Markets, Foreign Exchange, Securities, Trading Systems, Fixed Income, Equities, FX trading, Global Custody, Project Management, Management, Alternative Investments, Electronic Trading, FX Options, Market Data, Financial Markets, Hedge Funds, Trading, Derivatives, Currency, Options, Prime Brokerage, Mentoring, Correspondent Banking, Securities Lending, Settlement, Regulatory Requirements
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
SUNY Albany 1983 — 1987
Bachelor of Arts (BA), English Language and Literature, General
FXall April 2011 - Present
Brown Brothers Harriman February 1998 - April 2011
JPMorgan Chase September 1988 - February 1998
Skills
Capital Markets, Foreign Exchange, Securities, Trading Systems, Fixed Income, Equities, FX trading, Global Custody, Project Management, Management, Alternative Investments, Electronic Trading, FX Options, Market Data, Financial Markets, Hedge Funds, Trading, Derivatives, Currency, Options, Prime Brokerage, Mentoring, Correspondent Banking, Securities Lending, Settlement, Regulatory Requirements
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
SUNY Albany 1983 — 1987
Bachelor of Arts (BA), English Language and Literature, General
Katherine Vernace's JPMorgan Chase Experience September 2013 - Present
Job Senior Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase August 2010 - March 2012
JPMorgan Chase August 2004 - July 2010
JPMorgan Chase August 2002 - July 2004
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase September 2013 - Present
JPMorgan Chase August 2010 - March 2012
JPMorgan Chase August 2004 - July 2010
JPMorgan Chase August 2002 - July 2004
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
William McCaskill CFP®'s JPMorgan Chase Experience March 2000 - July 2004
Job First Vice President, Client Advisor at SunTrust Bank
Industry Banking
Experience
SunTrust Bank March 2005 - Present
JPMorgan Chase March 2000 - July 2004
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Retail Banking, Portfolio Management, Small Business Lending, Wealth Management, Private Banking, Consumer Lending, Credit Risk, Mortgage Lending, Underwriting, Investment Management, Certified Financial..., Life Insurance
Education
Fordham University - Graduate School of Business Administration 2003 — 2004
Advanced Certiicate in Finance, Banking, Corporate, Finance, and Securities Law
Mercy College 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1993 — 1997
Bachelor of Science (B.S.), Psychology
SunTrust Bank March 2005 - Present
JPMorgan Chase March 2000 - July 2004
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Retail Banking, Portfolio Management, Small Business Lending, Wealth Management, Private Banking, Consumer Lending, Credit Risk, Mortgage Lending, Underwriting, Investment Management, Certified Financial..., Life Insurance
Education
Fordham University - Graduate School of Business Administration 2003 — 2004
Advanced Certiicate in Finance, Banking, Corporate, Finance, and Securities Law
Mercy College 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1993 — 1997
Bachelor of Science (B.S.), Psychology
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.