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
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JPMorgan Chase Employees
?What If! Innovation Partners February 2015 - Present
?What If! Innovation Partners May 2011 - Present
Booz Allen Hamilton 1998 - 2005
JPMorgan Chase 1994 - 1997
Skills
Corporate Development, Management Consulting, Strategy, Business Strategy, Business Transformation, Financial Modeling, Acquisition Integration, Business Development, Due Diligence, Mergers & Acquisitions, Marketing Strategy, Start-ups, Entrepreneurship, Restructuring, Leadership, Competitive Analysis, Social Impact, Strategic Consulting, Organizational Design, Management, Strategic Partnerships, Strategic Planning, Marketing
Education
Harvard Business School 1997 — 1999
MBA
University of Michigan 1990 — 1994
BBA, Finance
JPMorgan Chase September 2013 - Present
JPMorgan Chase January 2012 - September 2013
International Bank of Commerce December 2010 - December 2011
International Bank of Commerce August 2009 - December 2010
Skills
Team Management, Fraud Detection, AML, KYC, Loss Prevention, Loss Mitigation, Analysis, Branch Administration, Sales, Management, OFAC, BSA, Branch Management, Branch Operation, Bank Secrecy Act, Risk Compliance, Risk Management, Due Diligence, Team, Credit, Fraud, Operational Risk..., Credit Cards, Consumer Lending, Operational Risk, Retail Banking, Debit Cards, Credit Risk, USA PATRIOT Act, Payments, Loans, Commercial Banking, Commercial Lending, Business Analysis, Marketing Strategy, Strategic Planning, Customer Satisfaction, Customer Service, Business Strategy, Quality Management, Customer Retention, Human Resources
Education
Global Association of Risk Professionals
ICBRR, International Certificate of Banking Risk and Regulation
Harvard Business School
Harvard Manage Mentor, Management and Leadership
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), International Business
San Antonio College
Business Administration and Management, General
Disney ABC Television Group June 2014 - Present
ABC News March 2013 - June 2014
Lincoln Center for the Performing Arts June 2009 - March 2013
JPMorgan Chase June 2005 - January 2007
Skills
Market Research, Strategic Planning, Business Strategy, Strategy, Financial Analysis, Management Consulting, Business Development, Entrepreneurship, Due Diligence, Nonprofits, Corporate Development, Strategic Partnerships, Competitive Analysis, Venture Capital, Start-ups
Education
Harvard Business School 2007 — 2009
MBA
Harvard College 2000 — 2004
BA, Economics
Dalton High School 1996 — 2000
Teach For America September 2014 - Present
America Succeeds February 2013 - June 2014
JPMorgan Chase June 2008 - February 2013
Rose Community Foundation August 2006 - June 2008
Monitor Institute June 2004 - June 2006
New Profit Inc. 2004 - 2005
FSG January 2000 - June 2002
Monitor Group August 1998 - July 2000
Skills
Strategic Planning, Non-profits, Due Diligence, Business Strategy, Management Consulting, Leadership Development, Entrepreneurship, Organizational..., Private Equity, Start-ups, Management, Business Development, Nonprofits, Strategy, Philanthropy, Executive Management, Fundraising, Financial Modeling, Portfolio Management
Education
Harvard Business School 2002 — 2004
MBA
Williams College 1994 — 1998
Bachelor of Arts (B.A.), Economics & Political Science
Shady Side Academy 1990 — 1994
PALLAS CAPITAL 2007 - Present
Danube Advisory GmbH March 2003 - Present
Qino Group July 2000 - March 2003
McKinsey & Company July 1999 - June 2000
JPMorgan Chase August 1998 - June 1999
Harvard University September 1995 - June 1998
Skills
Investment Banking,..., Investment Banking, Private Equity, Equities, Corporate Finance, Hedge Funds, Valuation, Fixed Income, Derivatives, Mergers & Acquisitions, Capital Markets, Business Strategy, Venture Capital, Unternehmensfinanzierung, Derivate, Privates Eigenkapital, Unternehmensstrategie, Investmentbank, Stammaktien, Fusionen und Übernahmen, Wertbestimmung, Kapitalmärkte, Hedgefonds, Finanzwesen, Unternehmertum, Risikokapital, Investitionen, Festverzinsliche Werte
Education
Harvard University 1994 — 1998
Master of Science (M.Sc.), Economics, Angewandte Mathematik, Magna Cum Laude
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2015 - Present
U.S. Department of Justice January 2015 - May 2015
U.S. Department of Justice May 2014 - August 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2013 - August 2013
Office of the Mayor, City of Boston August 2012 - March 2013
Peachtree Hope Charter School February 2009 - June 2012
StudentsFirst August 2011 - May 2012
JPMorgan Chase August 2011 - May 2012
Moore Undergraduate Research Apprenticeship Program (MURAP) May 2011 - August 2011
Law Offices of Alesia Vick July 2009 - August 2010
Skills
Education Policy, Charter Schools, Educational Management, Board of Director..., Non-profit Board..., School Districts, Schools, Student Recruiting, Student Engagement, Community Outreach, Education Reform, Alfresco, Board of Directors, Elementary Education, Media Relations, Volunteer Management, Research, Staff Development, Public Speaking, Higher Education, Youth Development, Program Evaluation, Program Development, Nonprofits, Social Media, Fundraising
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
Harvard University Graduate School of Education 2012 — 2013
Master of Education (M.Ed.), Education Policy & Management
Morehouse College 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Hewlett-Packard March 2015 - Present
Hewlett-Packard October 2013 - March 2015
Cisco Systems April 2012 - October 2013
Cisco Systems July 2010 - April 2012
Bank of America February 2009 - July 2010
Merrill Lynch February 2009 - July 2010
Bank of America March 2008 - February 2009
Bank of America April 2002 - March 2008
JPMorgan Chase October 2000 - April 2002
GE Capital August 1999 - October 2000
Skills
Six Sigma, Process Improvement, Business Process..., Operational Excellence, Change Management, Program Management, Cross-functional Team..., Process Engineering, Business Transformation, Risk Management, Operations Management, DMAIC, Vendor Management, Banking, Project Portfolio...
Education
University of Pennsylvania - The Wharton School
Masters of Business Administration, Business Administration
Harvard Business School
Align Executive Leadership Program
University of Nebraska at Kearney
Bachelor of Science, Management, Marketing
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2011 - Present
JPMorgan August 2009 - September 2011
JPMorgan Chase May 2008 - August 2009
JP Morgan January 2005 - May 2008
JPMorgan Chase August 2002 - February 2004
Manugistics February 2002 - June 2003
OPi Software June 2000 - September 2001
Walt Disney World June 1999 - June 2000
First Manhattan Consulting Group August 1994 - July 1997
Skills
Strategic Planning, Cash Management, Financial Services, Finance, Liquidity Management, Financial Modeling, Management, Strategy, Business Strategy, Payments, Leadership, FX Options, Treasury Management, Investment Banking, Analysis, Relationship Management, Risk Management, Business Development, Credit, Analytics, Product Management, Investments, Mergers & Acquisitions, Managerial Finance, Commercial Banking, Retail Banking, Treasury, Portfolio Management, Securities, Capital Markets, Financial Institutions, Banking, Trade Finance, Credit Cards, Corporate Finance, Valuation, Financial Markets, Emerging Markets, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
Harvard College 1988 — 1992
AB
Concord Hospital August 2014 - Present
JPMorgan Chase August 2013 - August 2014
Hethre Larivee Glass Art January 1996 - July 2014
Harvard University January 2012 - December 2013
Anderson Power Products May 2013 - August 2013
JPMorgan Chase July 2011 - July 2013
Harvard University March 2013 - May 2013
JPMorgan Chase January 2011 - July 2011
Robert Half International July 2010 - December 2010
Sparks Employment Group LLC September 2009 - March 2010
Skills
Project Management, Leadership, Process Improvement, Operations Management, Risk Management, Team Leadership, Business Strategy, Value Stream Mapping, Change Management, Business Process Mapping, 5 S, Lean Management, Strategic Management, ERP Oracle Peoplesoft, Cost Accounting, Environmental Science, Environmental..., AutoCAD, Glassblowing, Financial Analysis, Management, SPSS, Analysis, Financial Accounting, Cross-functional Team..., Strategic Planning
Education
Harvard University 2011 — 2014
Master of Liberal Arts (ALM), Management
Southern New Hampshire University 2009 — 2011
Master of Science (MS), Finance & Accounting
University of New Hampshire 2007 — 2008
Environmental Engineering
University of New Hampshire 2004 — 2007
Bachelor of Science (BS), Environmental Science
New Hampshire Technical Institute 2001 — 2003
Associates, Architectural Engineering
Pact, Inc October 2010 - Present
Styleta, Inc. October 2009 - August 2012
Flybridge Capital Partners March 2009 - December 2009
JPMorgan Chase June 2009 - August 2009
Skills
Partnerships, Social Media, Project Management, Inbound Marketing, Entrepreneur, Social Media Marketing, Non-profits, Online Advertising, Event Planning, Venture Capital, Entrepreneurship, Start-ups, Marketing, E-commerce, Nonprofits, Strategy
Education
Harvard University 2006 — 2010
AB, Economics
1800flowers.com February 2015 - Present
Facebook January 2014 - February 2015
Provide Commerce June 2010 - January 2014
Provide Commerce April 2007 - May 2010
Rothschild November 2005 - March 2007
JPMorgan Chase 2005 - 2005
Carnival Corporation 2004 - 2004
Lazard Alternative Investments July 2001 - July 2003
Lazard Freres & Co. June 1999 - June 2001
Skills
Analytics, Forecasting, E-commerce, Competitive Analysis, Strategy, Web Analytics, Online Marketing, Financial Modeling, Omniture, Segmentation, Online Advertising, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Creative Writing, Fiction Writing
Education
Harvard Business School 2003 — 2005
Master of Business Administration (M.B.A.)
Princeton University 1995 — 1999
Bachelor's Degree, Economics
Bialik High School 1989 — 1994
High School
Rally Health / Audax Health July 2014 - Present
Cooley LLP December 2011 - July 2014
Ropes & Gray LLP September 2008 - November 2011
Pfizer October 2010 - May 2011
Honorable Elizabeth S. Stong September 2007 - August 2008
Ropes & Gray LLP May 2007 - July 2007
Ropes & Gray LLP May 2006 - August 2006
United States Department of Justice June 2005 - August 2005
Network for Excellence in Health Innovation (NEHI) July 2003 - July 2004
JPMorgan Chase June 2001 - August 2001
Skills
Health Law, Start-ups, Corporate Governance, HIPAA, Healthcare Industry, Legal Writing, Legal Research, Anti-Kickback Statute, Privacy Law, Data Privacy, Data Security, Compliance, Business Associate..., Cloud Security, Mobile Applications, Contracts, Health Care Law, Sunshine Laws, Open Payments, Lifesciences, Telemedicine, Corporate Integrity..., Government..., Medical Devices, Pharmaceutical Industry
Education
Harvard Law School 2004 — 2007
J.D., Focus on Health Law
Oxford University 2002 — 2003
M.Sc., Comparative Social Policy
Harvard University 1998 — 2002
A.B., Health Policy
Milton Academy 1985 — 1998
High School
Nuna Health March 2014 - Present
JPMorgan Chase March 2014 - April 2015
The Boston Consulting Group January 2013 - March 2014
Stanford University September 2006 - December 2012
White House Council of Economic Advisers 2009 - 2010
Harvard University September 2002 - June 2006
Weiss Asset Management June 2005 - July 2005
Let's Go June 2004 - August 2004
Skills
Econometrics, Stata, Economics, Data Analysis, Economic Research, Research, Labor Economics, Development Economics, Economic Modeling, Statistics, Public Economics, Economic Policy, Quantitative Research, Valuation, Consulting, Management, Management Consulting, Dynamic Programming, Teaching, Microsoft Excel, Financial Modeling, Analytics, Quantitative Analytics, Business Strategy, Policy Analysis, Public Policy, Excel, Applied Econometrics, Big Data Analytics, Big Data, Machine Learning, R
Education
Stanford University 2006 — 2011
PhD, Economics
Harvard University 2002 — 2006
AB, Economics
Hopkins 1997 — 2002
High School
JPMorgan Chase May 2004 - Present
Qwest 1998 - 2004
CBC Companies 1997 - 1998
Merck 1996 - 1997
Aldiscon 1995 - 1996
Ameritech 1993 - 1995
Skills
Disaster Recovery, ITIL, Business Continuity, High Availability, Vendor Management, Storage, Unix, SAN, IT Management, Management, Leadership, IT Operations, Strategy, IT Strategy, Change Management, Data Center, Servers, Information Security, Solution Architecture, Enterprise Architecture, Service Delivery, NAS, Operations Management, Infrastructure, Security, Solaris, Virtualization, Business Analysis, IT Service Management, Integration, Project Portfolio..., Crisis Management, Unix Operating Systems, Java, HTML, IT Audit, Financial Risk, Storage Area Networks, Budgets, Linux, Incident Management, Cloud Computing, Business Process..., Governance, Sarbanes-Oxley Act, PMO, Solution Design, Risk, Compliance, Budgeting
Education
Harvard University 2003 — 2004
Computer Science
The Ohio State University 1987 — 1993
BSc, Environmental Science
JPMorgan Chase 2014 - Present
JP Morgan Chase June 2010 - Present
Bear Stearns & Company February 2007 - June 2010
T-Systems June 2006 - January 2007
IBM Global Services February 2005 - June 2006
Sutra Systems India Pvt. Ltd. June 2004 - February 2005
Tata Technologies June 2003 - June 2004
GE-FANUC Robotics , Goodrej, Bajaj Auto January 2002 - May 2003
Education
Harvard Business School 2014 — 2015
Authentic Leadership Development
Ace Pilot Training 2013 — 2015
Private Pilot, Aircraft Pilot (Private)
Harvard Business School 2014 — 2014
Negotiations and Deal Making, Business Administration and Management, General
Harvard Business School 2012 — 2014
Leadership Development
University of Pune 2002 — 2004
MCS, Computer Science
University of Pune 1999 — 2002
BCS, Computer Science
JPMorgan Chase February 2013 - Present
American Express February 2011 - October 2012
American Express May 2006 - February 2011
Imagitas October 2005 - April 2006
American Express September 2002 - October 2005
American Express April 1998 - September 2002
American Express January 1996 - April 1998
Skills
Credit Cards, Payment Card Processing, Analytics, Cards, CRM, Go-to-market Strategy, Debit Cards, Payments, Credit, Sales, Enterprise Software, Electronic Payments, Payment Systems, Financial Services, Loyalty Marketing, Risk Management, Direct Marketing, Product Management, Vendor Management, Business Analysis, Management, Business Planning, Mobile Payments, B2B, Sales Operations, Strategy, Customer Experience, Merchant Services, Segmentation, Executive Management, Relationship Management, Marketing, Cross Selling, Banking, Business Relationship..., Portfolio Management, Strategic Partnerships, Contract Negotiation, Customer Retention, Retail Banking, Business Development, Analysis, Finance, Loyalty Programs, Customer Acquisition, Competitive Analysis, E-payments
Education
Harvard School of Public Health 1996 — 1997
Executive Education, Health Care Delivery Systems
Ohio University
BS, Business and Communications
JPMorgan Chase 2014 - 2014
JPMorgan Chase 2011 - 2013
The World Bank 2009 - 2011
Skills
Energy, Energy Policy, Commodity Markets, Research, Analysis, Environmental Policy, Sustainable Development, International..., Corporate Finance, Valuation, Finance, Data Analysis
Education
Harvard Business School 2014 — 2016
Stanford University 2007 — 2009
M.S., Management Science & Engineering
Stanford University 2004 — 2008
B.S., Atmosphere/Energy Engineering
Cognizant Technology Solutions January 2014 - Present
Kaiser Permanente Center for Health Research February 2013 - July 2015
JPMorgan Chase June 2011 - February 2013
UBS Investment Bank March 2010 - June 2011
Social Security Administration June 2009 - March 2010
JPMorgan Chase June 2004 - June 2009
JPMorgan Chase July 2005 - October 2007
Virtusa 2002 - 2007
Skills
Risk Management, Operational Risk..., Product Delivery, Process Improvement, Business Continuity, SDLC, User Acceptance Testing, Waterfall, Business Analysis, Quality Center, Requirements Analysis, Fixed Income, Regression Testing, Software Project..., Business Requirements, CRM, Enterprise Risk..., IT Audit
Education
Harvard College 2011 — 2012
Information management, Management Information Systems and Services
University of Madras 1997 — 2001
Bachelors, Computer Sciences
Bank of Montreal June 2013 - Present
Nomura July 2010 - June 2013
Deutsche Bank June 2004 - July 2010
JPMorgan Chase July 2002 - May 2004
Accenture August 1995 - May 2000
Skills
Capital Markets, Investment Banking, Equities, Derivatives, Valuation, Corporate Finance, Financial Modeling, Structured Products, Mergers
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Rice University 1991 — 1995
Bachelor's degree
JPMorgan Chase June 2014 - Present
McKinsey & Company September 2012 - June 2014
The Parthenon Group June 2011 - August 2011
Kantar Retail April 2009 - July 2010
Kantar Retail June 2008 - April 2009
Kantar Retail August 2007 - June 2008
Skills
Marketing Strategy, Management Consulting, Retail, Analysis, Strategy, Management, FMCG, Category Management, Consumer Products, Financial Services, TMT, Credit Cards, Retail Banking, Competitive Analysis, Analytics
Education
Harvard Business School 2010 — 2012
MBA, Business Administration
Swarthmore College 2003 — 2007
BS, Engineering
Golden Atlantic January 2009 - Present
Saint Mary's Hospital May 2007 - January 2009
JPMorgan Chase December 2001 - January 2005
Skills
Intelligent, Higher Education, Highly Analytical
Education
University of Florida College of Medicine 1988 — 1992
O.D., Osteopathic Medicine
Harvard Business School 1977 — 1980
Masters, Business, financial management
American Express September 2014 - April 2015
Nielsen July 2012 - September 2014
JPMorgan Chase August 2010 - August 2012
Connected Health Limited September 2009 - March 2010
Alcatel-Lucent January 2008 - June 2009
HDS May 2006 - August 2007
Skills
Software Development, Databases, Testing, Telecommunications, SDLC, Microsoft SQL Server, Business Analysis, SQL, Requirements Analysis, Integration, Agile Methodologies, Vendor Management, Project Management, Visio, Software Project..., Unix, Data Warehousing, C#, Oracle, .NET
Education
Harvard Extension School 2012 — 2016
Master's Degree, Management Information Systems, General
Moi University 2001 — 2006
B. Tech, Electrical and Communication Engineering
Independent Consultant July 2009 - Present
JPMorgan Chase November 2001 - June 2008
JPMorganChase April 2000 - November 2001
JPMorgan Chase 1997 - 2000
JPMorgan Chase 1993 - 1996
JPMorgan Chase 1991 - 1993
JPMorgan Chase 1989 - 1991
Skills
Program Management, Mergers, Business Process..., Management, Project Management, Strategy, Expenses, Analysis, Vendor Management, Process Improvement, Project Planning, Leadership, Budgets, Software Documentation, Finance, Strategic Planning, Business Process..., IT Management, Mergers & Acquisitions, PMO, Project Portfolio..., Risk Management, Executive Management, Business Analysis
Education
Harvard University 2006 — 2006
Emerging Leader In Real Estate
Stevens Institute of Technology 1992 — 1996
MS, Technology Management, Management Engineering
Muhlenberg College 1984 — 1988
BA, Art, Sociology
World Surveillance Group Inc. June 2010 - Present
Homeland Protection Institute September 2012 - September 2013
Market Resolve September 2009 - June 2010
Fidelity Investments August 2008 - April 2009
JPMorgan Chase November 1983 - July 2008
Skills
Relationship Management, Financial Services, Finance, Marketing, Team Building, Mergers, Management Consulting, Leadership, Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Negotiation, Budgets, Strategic Planning, Program Management, Business Analysis, Risk Management, Sales Operations, Product Management, Business Strategy, Integration, Business Development, Process Improvement, Business Planning, Vendor Management, Start-ups, Operations Management, Change Management, Analysis, Executive Management, CRM, Cross-functional Team..., Strategic Partnerships, Business Process..., New Business Development, Organizational...
Education
Harvard Business School 2004 — 2005
TGMP, Business Management
Ocean County College
Financial Management
Pace University
Business Administration
The Carlyle Group September 2004 - Present
Goldman Sachs March 1999 - July 2004
JPMorgan Chase May 1994 - February 1999
Education
Harvard Business School
MBA, Investment Banking
PS-Stearns, Inc 2006 - Present
MAS, Additude Arts, Vidal Assoc, Riverside Health, YMCA, YTI, Dependable Credit, URI, My Sister's Pl 2006 - Present
JPMorgan Chase 2005 - 2006
HSBC Bank 2003 - 2005
Citi 2000 - 2003
Skills
Marketing, Customer Service, Fundraising, Event Management, Public Relations, Music, Acting, Event Planning, Musical Theatre, Stage, Social Media Marketing, Small Business, Retail Banking, Commercial Banking, Loans, Investment Properties, SBA, Management, Training
Education
Wellesley College 1982 — 1987
Psychobiology
Harvard Extension School 1985 — 1986
Psychology
Bronx High School of Science 1979 — 1982
High School/Honors/Regents
JPMorgan Chase 2009 - Present
JPMorgan Chase 2006 - 2009
MBNA / Bank of America 2004 - 2006
McKinsey & Company 1998 - 2004
US Capital Consulting 1992 - 1995
Credit Suisse First Boston 1989 - 1992
Skills
Credit Cards, P&L Management, Executive Management, Mergers, Operations Management, Home Lending, Auto Lending, Student Lending, Strategic Planning, Business Strategy, Operational Excellence, Lean Manufacturing, Supply Chain Management
Education
Harvard Law School 1995 — 1998
Juris Doctor, Corporate and Taxation
University of Notre Dame 1985 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Lazard Asset Management February 2013 - Present
Citadel Asset Management September 2010 - November 2012
J.P.Morgan Asset Management September 2004 - August 2010
JPMorgan Chase August 1994 - July 2010
JPMorgan Funds July 2003 - September 2004
J.P.Morgan Private Bank September 1999 - July 2003
J.P.Morgan Securities Inc. September 1994 - September 1999
Merrill Lynch & Company July 1993 - July 1994
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Investment Management, Commodity, Investor Relations, Business Development, Real Estate, Sales, High Frequency Trading, Macro, Mutual Funds, Asset Managment, Securities, Alternative Investments
Education
Harvard Business School 1999 — 2001
MBA
Morehouse College 1989 — 1993
BA
Miami Central Senior High School 1986 — 1989
Diploma, High Honors
Whazzo January 2014 - Present
The Boston Consulting Group September 2011 - January 2014
The Boston Consulting Group March 2011 - September 2011
GLG Partners September 2010 - October 2010
JPMorgan Chase July 2009 - September 2009
Skills
Management Consulting, Business Strategy, Excel, Geography, PowerPoint, Tourism, Chemistry, Physics, Mathematics, Access, Word, Mac OS X, Financial Services, Organizational..., Microsoft Excel
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Imperial College London 2007 — 2010
Bachelor's Degree, Chemistry, GPA 77/100
Lycée Chateaubriand de Rome 1992 — 2007
Baccalauréat, Série Scientifique, Mention Très Bien
Fifth Third Bank March 2014 - Present
Fifth Third Bank July 2012 - March 2014
JPMorgan Chase August 2011 - July 2012
JPMorgan Chase August 2010 - August 2011
JP Morgan Chase July 2008 - July 2010
JPMorganChase July 2006 - July 2008
Wachovia 2005 - 2006
McKinsey & Company July 2001 - August 2005
Goldman Sachs March 1999 - November 1999
Accenture July 1997 - March 1999
Skills
Leadership, Finance, Retail Banking, Operations Management, Strategy, Banking, Financial Services, Retail, Branch Banking, Management Consulting, Program Management, Forecasting, Portfolio Management, Mergers & Acquisitions, Credit, Management, Risk Management, Training, Loans
Education
Harvard Business School 1999 — 2001
MBA
Indiana University Bloomington
Bachelor's degree, Business Economics and Public Policy
Business Class Practices, LLC November 2013 - Present
Strategic Philanthropy Advisors 2010 - Present
Nonprofit Development Institute 2006 - 2010
Wachovia, A Wells Fargo Company 2005 - 2006
JPMorgan Chase July 1988 - December 2005
JPMorgan Chase 1988 - 2005
Lincoln Center for the Performing Arts 1981 - 1986
Lincoln Center for the Performing Arts June 1981 - July 1985
Dance Theatre of Harlem 1975 - 1980
Skills
Corporate Social..., Nonprofit Capacity..., Commercial Lending, Development, Supplier Diversity, Arts Administration, Economic Development, Federal Grants, Capacity Building, Community Development, Fundraising, Grant Writing, Grants, Nonprofits, Organizational..., Philanthropy, Program Development, Program Management, Project Management, Strategic Planning
Education
Harvard Business School 1986 — 1988
MBA
New York University
MA, Nonprofit/Arts Management
New York University, Gallatin Division
BA; Liberal Arts
Prudential Douglas Elliman January 2009 - Present
Mary Kay Inc. January 2003 - Present
The Corcoran Group January 2007 - January 2009
UPS January 1989 - January 2003
JPMorgan Chase January 1987 - January 1989
Education
Harvard University 2010 — 2013
MLA, International Relations
Kennedy Western University 2006 — 2013
PhD, Business Administration
The State Univeristy of New York 1986 — 1990
BS, Business
Power Holdings and Development, LLC April 2008 - Present
TK Research March 2004 - April 2008
Odysseus Energy LLC February 2002 - March 2004
Kafus Industries August 1999 - February 2002
Enron July 1995 - June 1999
GE Capital April 1993 - June 1995
JPMorgan Chase September 1989 - March 1993
Shell July 1984 - August 1987
Skills
Business Development, Mergers, Mergers & Acquisitions, Financial Modeling, Strategy, Start-ups, Private Equity, Finance, Project Finance, Valuation, Business Strategy, Structured Finance, Renewable Energy, Restructuring, Energy, Financial Analysis
Education
Harvard Business School
MBA
University of Tennessee-Knoxville
BS, Chemical Engineering
FinTech Sandbox September 2014 - Present
Thomson Reuters 2014 - Present
Commonwealth of Massachusetts Big Data Advisory Committee 2014 - Present
Thomson Reuters September 2010 - 2013
MIT Sloan Center for Digital Business July 2009 - September 2010
Commonwealth of Massachusetts December 2009 - April 2010
Orange May 2009 - January 2010
Sionex Corporation April 2006 - December 2008
Axsun Technologies January 2000 - April 2006
JPMorgan Chase June 1999 - January 2000
Skills
Strategy, Strategic Partnerships, Product Management, Start-ups, Analytics, Cross-functional Team..., Enterprise Software, Emerging Technologies, Management, Big Data, Cloud Computing, Integration, Strategic Planning, Product Marketing, Leadership, Thought Leadership, Business Development, New Business Development, R&D, Telecommunications, SaaS, Management Consulting, Competitive Analysis, Marketing Strategy, Executive Management, Crowdsourcing, Business Intelligence, Engineering, Enterprise Architecture, Go-to-market Strategy, Business Process Design, IT Strategy, Product Development, Program Management, Problem Solving, System Architecture, Process Improvement, Pricing Strategy, Digital Strategy, Open Innovation, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
S.M., Engineering & Management, Institute for Data, Systems, and Society, 4.9/5.0
Harvard Business School 2009 — 2010
Cross-Registered from MIT Sloan, Business Administration and Management, General, A
Tufts University 1997 — 1999
MSME, Mechanical Engineering, 3.7
Tufts University 1993 — 1997
BSME, Mechanical Engineering
Lycee Carnot 1993 — 1994
Baccalaureat de sciences, Science, Mention bien
Citi January 2013 - Present
American Express January 2011 - December 2012
American Express January 2009 - January 2011
JPMorgan Chase June 2006 - December 2008
Fidelity Investments May 2003 - August 2003
Lehman Brothers January 2003 - April 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Strategic Financial..., Financial Reporting, Portfolio Management, Business Strategy, Banking, Forecasting, Process Improvement, Microsoft Excel, Analysis, Management Consulting, Investments, Finance, Sarbanes-Oxley Act, Accounting, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA), Finance & Marketing
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Information Management
Harvard Business School 2003 — 2003
Certicifcate, Summer Venture in Management Program
Frontenac Company July 2011 - July 2014
JPMorgan Chase July 2009 - June 2011
JPMorgan Chase July 2008 - July 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2004 — 2008
B.A., Economics
Local Initiatives Support Corporation (LISC) April 2015 - Present
Local Initiatives Support Corporation (LISC) September 2014 - April 2015
TestRocker Inc. 2013 - September 2014
The Bridgespan Group August 2011 - February 2013
L2 Think Tank January 2011 - June 2011
Saks Fifth Avenue July 2010 - August 2010
Jan Larsen Art, Inc. June 2009 - July 2009
New York City Department of Parks and Recreation July 2008 - August 2008
JPMorgan Chase July 2007 - August 2007
Skills
Research, Social Media, PowerPoint, Strategy, Non-profits, Market Research, Strategic Planning, Community Outreach, Business Strategy, Public Speaking, Spanish, Marketing Strategy, Microsoft Excel, Event Planning, Microsoft Office, Data Analysis, Social Networking, Nonprofits
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Trinity School 2001 — 2007
Crystal Ridge Partners 2005 - Present
Alston Capital Partners 2012 - Present
Princeton Healthcare System 2010 - March 2014
JPMorgan Chase 1991 - 2003
Education
Harvard Business School 1981 — 1983
MBA
Hofstra University 1975 — 1979
BBA, Finance
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
McKinsey & Company June 2010 - Present
Harvard Business School August 2009 - May 2011
Civic Consulting Alliance 2011 - 2011
JPMorgan August 2007 - July 2009
JPMorgan Chase June 2006 - August 2007
Deloitte June 2005 - August 2005
Bear Stearns, Inc June 2004 - August 2004
United States Capitol June 2003 - August 2003
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers, Due Diligence, Competitive Analysis, Entrepreneurship, Investment Banking, Strategic Planning, Capital Markets, Analysis, Valuation, Private Equity
Education
Harvard Business School 2009 — 2011
MBA, Business Administration and Management, General
Missouri State University 2002 — 2006
Bachelor of Science (B.S.), Accounting, minors in Economics and Spanish
Université de Liège 2005 — 2005
Kiva.org May 2013 - July 2014
HBSA/NC Community Partners March 2013 - August 2013
BUILD March 2013 - June 2013
Minted October 2011 - November 2012
Sun Products Corporation June 2009 - May 2011
Procter & Gamble June 2008 - August 2008
Sponsors for Educational Opportunity - London September 2006 - July 2007
JPMorgan Chase 2003 - 2006
Skills
Analytics, Cross-functional Team..., Product Management, Project Management, Management, Strategy
Education
Harvard Business School 2007 — 2009
Spelman College 1999 — 2003
BA, Economics
La Mer July 2011 - Present
Clinique November 2009 - July 2011
Bare Escentuals February 2008 - August 2009
Prescriptives 2005 - 2007
Clinique 2004 - 2005
Estee Lauder 2003 - 2003
JPMorgan Chase Hong Kong 2002 - 2002
Women's Wear Daily April 2001 - July 2001
Working Women Network January 2000 - April 2001
JPMorgan Chase July 1997 - December 1999
Skills
Beauty Industry, Global Marketing, Marketing, Cosmetics, Skin Care, Fragrance, Product Development, Luxury Goods
Education
Harvard Business School 2001 — 2003
MBA, General Management
Smith College 1993 — 1997
BA, Psychology
Bronx High School of Science 1989 — 1993
HS Diploma
JPMorgan Chase December 2011 - Present
Disney and ESPN Media Networks July 2008 - February 2012
ESPN September 2005 - July 2008
McKinsey & Company September 2003 - September 2005
National Football League June 1999 - July 2001
McKinsey & Company August 1997 - June 1999
Skills
Strategic Planning, Business Strategy, Financial Modeling, Marketing Strategy, Corporate Development, Analytics, Competitive Analysis, Strategy, New Business Development, Digital Media, Product Marketing, Market Research, Business Development, Mergers & Acquisitions, CRM, Management
Education
Harvard Business School 2001 — 2003
MBA
University of Pennsylvania 1993 — 1997
BSE, BAS, Finance, Management, Systems Engineering, 3.93
Probitas Partners January 2015 - Present
Consultant to Kelso & Co February 2014 - December 2014
First Avenue Partners February 2012 - February 2014
Various 2009 - 2012
Citi Alternative Investments 2005 - 2008
Capital Z Investment Partners January 2003 - December 2004
JPMorgan Chase February 1999 - December 2002
General Electric 1987 - 1997
Skills
Private Equity, Alternative Investments, Asset Managment, Investments, Hedge Funds, Asset Management, Mutual Funds, Investment Management, Financial Modeling, Valuation, Due Diligence, Finance
Education
Harvard Business School 1992 — 1994
MBA
Penn State University 1983 — 1987
BS, Finance
Patrice Hall & Associates, LLC December 2012 - Present
Mercer August 2010 - December 2011
ORC Worldwide October 2006 - July 2010
JPMorgan Chase September 1985 - September 2006
Skills
Coaching, Executive Coaching, Change Management, Management Consulting, Inclusive Leadership, Diversity & Inclusion, Workshop Facilitation, Stakeholder Engagement, Public Speaking, Operations Management, Strategic Planning, Strategic Communications, Diversity, Employment Law, Employee Relations, Talent Management, Employee Engagement, Management, HRIS, Human Resources, Personnel Management, Training, Leadership, Succession Planning, Performance Management, Strategy, Organizational..., Consulting, Organizational Design, Leadership Development, Executive Pay
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
Chartered Property & Casualty Underwriter 1980 — 1985
University of Pennsylvania 1974 — 1978
Bachelor of Arts
Nationwide Insurance May 2015 - Present
JPMorgan Chase & Co. April 2014 - Present
JPMorgan Chase March 2012 - April 2014
PayPal October 2011 - March 2012
Nationwide Insurance May 2010 - October 2011
IBM 2005 - 2011
IBM Global Business Services February 2010 - April 2010
IBM Global Business Services October 2009 - January 2010
IBM Global Business Services September 2009 - October 2009
IBM Global Business Services July 2009 - August 2009
Skills
Requirements Analysis, Financial Modeling, Visio, Rational Portfolio..., Microsoft Office, Financial Planning, Gap Analysis, SDLC, IT Strategy, Business Analysis, Business Transformation, Process Engineering, Management Consulting, Software Project..., PMO, Business Analytics, Business Management, Program Management, Business Process..., People Management, Team Management, Consultancy, Business Process, Project Implementation, Requirements Gathering, Solution Design, Business Process Design, Process Improvement, Change Management, Project Portfolio..., Business Strategy, Agile Methodologies, Analysis, Analytics, Management, Portfolio Management, Project Management, Solution Architecture, Strategic Financial..., Consulting
Education
Indian Institute of Technology, Roorkee 2005 — 2007
MBA, Finance/Marketing
Motilal Nehru National Institute Of Technology 2001 — 2005
B.Tech, Computer Science and Engineering
Halwasiya Vidya Vihar 1986 — 2001
High School, Sciences
Harvard Extension School
Harvard Extension School
AppNexus April 2013 - June 2015
JPMorgan Chase July 2011 - April 2013
The Future Project October 2011 - March 2013
JP Morgan Chase June 2010 - July 2011
Related Companies June 2009 - August 2009
Fendi North America June 2009 - August 2009
Skills
Financial Analysis, Investments, Equities, Economics, Microsoft Excel, Securities, Creative Problem Solving, Quantitative Analytics, Business Development, Relationship Management, Business Advisory
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration
Wylie E. Groves High School 2003 — 2007
AbbVie December 2014 - Present
AbbVie November 2013 - December 2014
HSBC June 2012 - November 2013
US Foods February 2012 - May 2012
St. Joseph Health System June 2011 - October 2011
Allstate October 2010 - March 2011
Allstate February 2010 - October 2010
Royal Bank of Scotland January 2008 - July 2009
JPMorgan Chase October 2007 - December 2007
Bank of America October 2002 - July 2007
Skills
Project Management, Project Planning, MS Project, Six Sigma, Microsoft Excel, SDLC, Visio, PowerPoint, SharePoint, Microsoft Office, Access, Root Cause Analysis, Cloud Computing, EMR, Healthcare, IT Infrastructure..., IT Infrastructure Design, Migration Projects, Data Analysis, Data Migration, Data Center, Service Oriented..., Business Process Mapping, Process Improvement, Vendor Management, Credit Cards, MS Excel Pivot Tables, WebEx, Leading Meetings, Presentations, Issue Resolution, Project Status Reporting, Budgets, Clarity, Financial Services, Banking, Foreign Currency, Currency Exchange, Global Operations, Insurance
Education
Harvard University 1990 — 1994
B.A., Mechanical and Materials Science Engineering
Great Road Capital, Inc. April 2004 - Present
PrinTree, LLC January 2010 - December 2014
Our Stories Films November 2006 - April 2008
Union Patriot Capital, Inc. 2004 - 2006
JPMorgan Chase September 2001 - April 2004
Monitor 1993 - 1998
Plimpton & Co. 1991 - 1991
Skills
Film Finance, Film Production, Investment Banking, Consulting, Finance, Business Development, Budgets, Entertainment, New Media, Film, Mergers, Private Equity, Financial Modeling, Venture Capital, Strategic Planning, Corporate Finance, Business Strategy, Business Planning, Financial Analysis, Management Consulting, Strategy, Capital Markets, Strategic Partnerships, Valuation, IPO, Competitive Analysis, Asset Management, Entrepreneurship, Hedge Funds, Marketing, Business Valuation, Media & Entertainment, Start-ups, Mergers & Acquisitions, Strategic Financial..., Acquisition Integration, Restructuring, Due Diligence, Project Finance, Portfolio Management, Investor Relations, Investments, Executive Management, Corporate Development, Alternative Investments, Structured Finance, M&A experience, Analytics, Emerging Markets, Capital
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Harvard University 1989 — 1993
AB
Princeton High Shcool
Carrera Group June 2014 - Present
Lantana Consulting Group September 2011 - June 2014
Lantana Consulting Group September 2011 - February 2012
Addabbo Family Health Center July 2011 - July 2011
XPress Technologies September 2004 - July 2011
JPMorgan Chase February 2003 - September 2004
Alltel (now BlackKnight Financial Services) 2001 - 2003
Student Advantage 2001 - 2001
Student Advantage 2000 - 2001
Scholaraid.com 1999 - 2000
Skills
Agile Methodologies, Scrum, Software Development, .NET, Microsoft SQL Server, Software Engineering, Integration, TFS, Agile Project Management, Silverlight, WPF, HL7, LINQ, T-SQL, IIS, Visual C#, User Stories, EMR, XAML, Agile, Microsoft, SQL Server, angularjs, Node.js, MongoDB, NoSQL, JavaScript
Education
Harvard Extension School
Master’s Degree, Data Science/Computer Science Healthcare Emphasis
Massachusetts Institute of Technology - Sloan School of Management
Certificate in Management and Leadership
Western Governors University
Bachelor's Degree, IT Software
Daytona State College 1992 — 1994
Associate of Science (A.S.), Electronic Engineering
Boston Ballet June 2015 - Present
YaleWomen January 2012 - Present
Cue Ball Capital June 2014 - August 2014
Golden Seeds June 2013 - August 2013
JPMorgan Chase August 2011 - May 2013
J.P. Morgan June 2010 - July 2011
Skills
Financial Modeling, Data Analysis, Corporate Finance, Business Strategy, Project Management, Investment Banking, Process Improvement, Email Marketing, Social Media Outreach, Website Development, Analytics, Leadership, Social Media, Mandarin, Finance, Mergers & Acquisitions, Corporate Development, Marketing, Valuation, Strategy, Venture Capital
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Yale University 2006 — 2010
B.A., English
Harvard University 2007 — 2007
Chinese
Capital One February 2009 - Present
PARTNERSHIPS January 2009 - Present
JPMorgan Chase January 2003 - February 2009
Build The Team, LLC January 1999 - January 2003
PNC BANK January 1998 - January 1999
Wells Fargo Bank January 1994 - January 1998
Twain Associates, Inc August 1989 - June 1994
CHARRETTE CORPORATION May 1988 - August 1988
NCR Corporation January 1985 - January 1987
Skills
Strategy, Product Management, Project Management, Credit Cards, Business Development, Marketing, Portfolio Management, Financial Analysis, Training, Team Building, Negotiation, Retail
Education
Harvard Business School 1987 — 1989
Masters of Business Administration; Bachelor of Science, Finance and Economics
University of Maryland College Park 1981 — 1985
Bachelor of Science (B.S.), Finance and Economics, Summa Cum Laude
Kirkland & Ellis LLP February 2014 - January 2015
Ropes & Gray LLP January 2011 - January 2014
Coupang August 2010 - November 2010
JPMorgan Chase July 2005 - August 2006
Skills
Corporate Governance, Securities Regulation, Intellectual Property, Legal Research, Litigation
Education
Harvard Law School
J.D., Law
PreCash February 2013 - January 2015
CLJ Marketing, Inc May 2006 - February 2013
Pinnacle Financial Strategies January 2003 - June 2005
International Check Services April 2001 - August 2002
FutureCall Telemarketing September 1999 - April 2001
TeleCheck / First Data Corp October 1990 - September 1999
JPMorgan Chase September 1988 - September 1989
Skills
E-commerce, Lead Generation, Executive Management, New Business Development, Strategic Planning, Business Development, Product Management, Sales Management, Business Strategy, Account Management, Relationship Management, Marketing Strategy, Marketing, Banking, B2B, Payments, Vendor Management, Sales, Leadership, Strategic Partnerships, Electronic Payments, Start-ups, Strategy, SaaS, CRM, Training
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Business
University of Minnesota-Twin Cities 1980 — 1984
BS, Business
Harvard Business School
Harvard Business School
CTBC Bank June 2015 - Present
Cypress Resources January 2015 - July 2015
Wells Fargo April 2013 - January 2015
Bank of America January 2011 - March 2013
JPMorgan Chase October 2010 - January 2011
Option One Lending Solutions, Inc. March 2003 - June 2010
One Choice Mortgage, Inc February 2001 - November 2003
CGI Consulting Group 1998 - 2001
Skills
ACAMS/CAMS Certification, BSA (Bank Secrecy Act)..., AML (Anti Money..., Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Mortgage Banking, Credit, Underwriting, Real Estate, Portfolio Management, FHA, Finance, Real Estate Financing, Customer Service, Sales, Reverse Mortgages, Foreclosures, Investment Properties, Risk Management, Negotiation, Commercial Mortgages, Credit Analysis, Loss Mitigation, Financial Analysis, USDA, Mortgage Underwriting, First Time Home Buyers, Consumer Lending, Loan Servicing, Home Equity Loans, Credit Risk, Loan Modifications, Mortgage Servicing, REO, Real Estate Transactions, Home Equity Lines of..., FHA financing, Government Loans, Investors, VA loans, Residential Homes, HUD, Appraisals, Anti Money Laundering, Banking, Business Process..., Due Diligence
Education
ACAMS/CAMS Advanced Financial Crimes 2014 — 2015
CAMS, CAMS BSA/AML
Capstone Mortgage Institute 2004 — 2007
Georgia Mortgage Rules and Regulations, Georgia Mortgage Rules and Regulations
Harvard University 1997 — 2001
Computer Science, Information Technology
Federal Reserve Bank of Boston May 2013 - Present
Harvard University August 2012 - Present
DC Energy 2010 - July 2012
Harvard Society of Fellows - Glen Weyl September 2009 - May 2010
Bureau of Study Counsel January 2007 - May 2010
JPMorgan Chase June 2009 - August 2009
Harvard Business School March 2008 - June 2009
Student Organization Center at Hilles January 2007 - June 2009
Harvard University March 2007 - September 2007
Skills
Economics, Energy, Stata, Quantitative Analytics, Statistics, R, Data Analysis, Research, Econometrics, Public Policy, MySQL, PHP, Macroeconomics, Financial Modeling, Natural Gas Trading
Education
Harvard University 2006 — 2010
BA (Summa Cum Laude), Economics, Molecular and Cellular Biology
West Morris Central High School 2002 — 2006
HS Diploma
Massachusetts Institute of Technology
AIG March 2014 - Present
JPMorgan Chase July 2013 - February 2014
FTI Consulting, Project Administration Group May 2012 - July 2013
Epiq Systems March 2011 - May 2012
Epiq Systems August 2009 - March 2011
Stern, Lavinthal, Frankenberg & Norgaard, LLC October 2007 - March 2009
New Jersey Pro Bono Bankruptcy Program October 2007 - September 2008
United States Bankruptcy Court July 2007 - August 2007
United States District Court May 2007 - June 2007
Skills
Web2py, Flask, Python, SQLAlchemy, JavaScript, HTML, jQuery, SQL, VBA, CSS, SQLite, MongoDB, Project Management, Analysis, Management, Process Improvement, Spotfire, PyCharm, LESS, R
Education
UC Berkeley School of Information 2015 — 2017
Pursuing a Master of Information & Data Science, Data Science
Seton Hall University School of Law 2006 — 2009
Juris Doctor, May 2009, Law, 3.38
John Carroll University, University 2002 — 2004
Bachelor of Arts, magna cum laude, in English, May 2004, English, 3.84
Harvard Extension School
Database Systems, A
University of Arizona, Eller College of Management, McGuire Center for Entrepreneurship April 2015 - Present
Strategic Storage Growth Trust July 2014 - Present
MZ Advisors May 2014 - Present
MF Partners October 2012 - Present
OneWest Bank March 2012 - May 2014
JPMorgan Chase January 2011 - March 2012
Wells Fargo Bank August 2007 - January 2011
Commerce National Bank February 2006 - August 2007
Wells Fargo May 2004 - February 2006
Wells Fargo July 2001 - May 2004
Skills
Credit, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Finance, Investments, Management, Financial Services, Underwriting, Strategic Planning, Private Equity, Leadership, New Business Development, Analysis, Fundraising, Nonprofits, Nonprofit Consulting, Mergers & Acquisitions
Education
Harvard Business School
Executive Education. Social Enterprise - Governing for Nonprofit Excellence
Pepperdine University 1998 — 2001
MBA
University of California, Irvine 1990 — 1992
BA, Social Ecology
University of Arizona 1988 — 1990
Corona del Mar High School 1983 — 1986
MedAssets September 2013 - Present
The Bridgespan Group September 2009 - August 2013
McKinsey & Company July 2006 - August 2009
New England Healthcare Institute October 2005 - June 2006
Clinton Health Access Initiative May 2005 - August 2005
Clinton Health Access Initiative January 2005 - January 2005
JPMorgan Chase August 2002 - July 2004
JPMorgan Chase June 2001 - August 2001
Skills
Strategy, Management Consulting, Nonprofits, Strategic Planning, Public Health, International..., Non-profits, Analysis, Consulting, Business Strategy, Market Research, Data Analysis, Change Management, Financial Modeling, Social Entrepreneurship, Organizational..., Marketing Strategy, Health Policy, Population Health, Episode of Care, Innovation, Management, Business Development
Education
Harvard University School of Public Health 2004 — 2006
Master of Science (MS), Health Policy and Management
Smith College 1998 — 2002
Bachelor of Arts, Biochemistry and Economics
Lester B. Pearson College 1996 — 1998
International Baccalaureate, International Baccalaureate
Private Venture Investor January 2000 - Present
Banc of America Securities July 2003 - June 2007
TD Securities 2001 - 2003
JPMorgan Chase March 1997 - July 2001
Skills
Venture Capital, Capital Markets, Portfolio Management, Fixed Income, Investments, Derivatives, Investment Banking, Securities, Equities, Financial Markets, Hedge Funds, Trading, Financial Structuring, Valuation, Risk Management, Private Equity, Asset Managment, Banking, Strategy, Financial Modeling, Entrepreneurship, Emerging Markets, Alternative Investments, Corporate Finance, Financial Analysis, Structured Finance, Mergers & Acquisitions, Credit Risk, Leveraged Finance, Corporate Development, Restructuring, Options, Bloomberg, Financial Services, Bonds, Trading Systems, Credit Derivatives, Market Risk, Asset Management, Executive Management, Finance, Equity Derivatives, FX Options, Due Diligence, Financial Risk, Structured Products
Education
Harvard Business School 1991 — 1993
University of Virginia 1985 — 1989
BA, Economics
West Springfield High School
Hypotheory March 1989 - Present
Webster Bank January 2006 - June 2009
JPMorgan Chase 2007 - April 2009
Bank of America January 2000 - January 2007
Bank of America January 2000 - January 2007
Bank of America January 2000 - April 2006
apple bank 2000 - February 2005
Webster Bank 2006-2009 January 2000 - January 2005
Webster Bank 2006-2009 January 2000 - January 2005
new york mortgage 1998 - May 2001
Skills
Legal Support, Risk Management, Inventory Management
Education
Harvard Business School 1976 — 1982
Bachelors In Legal Studies, MBA
Harvard
Bachelors, Legal Studies
Harvard
Bachelors, Legal Studies
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
Cleary Gottlieb Steen & Hamilton LLP September 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP May 2013 - August 2013
US Securities and Exchange Commission June 2012 - August 2012
JPMorgan Chase July 2009 - August 2011
JPMorgan Chase July 2008 - July 2009
Educated Consumer Project August 2007 - May 2008
JPMorgan Chase May 2007 - August 2007
Skills
Excel, PowerPoint, Word, Corporate Finance, Financial Analysis, Forecasting, Financial Reporting, Accounting, Process Improvement, Research, Team Leadership, Data Analysis, Project Management, Public Speaking, Budgets
Education
Harvard Law School 2011 — 2014
JD
Howard University 2004 — 2008
BBA, Finance
University of Cincinnati Physicians Company May 2015 - Present
Tampa General Hospital November 2008 - May 2015
Tampa General Hospital November 2008 - March 2011
Depository Trust Clearing Corporation May 2005 - August 2008
JPMorgan Chase January 2002 - November 2004
Knight Trading Group January 1999 - December 2001
Skills
Financial Analysis, Process Improvement, Management, Operations Management, Program Management, Budgets, Visio, System Administration, Finance, Leadership Development, Change Management, Call Centers, Leadership, Risk Management, Strategic Planning, Strategy
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
New Mexico State University 1984 — 1988
Bachelor of Science (B.S.), Physics
New Mexico State University 1984 — 1988
Bachelor of Science (B.S.), Electrical Engineering
Dynamics Inc. March 2015 - Present
MasterCard August 2006 - March 2015
Mimeo.com, Inc. February 2004 - June 2005
Scient November 2000 - September 2001
Citicorp Credit Cards 1995 - 2000
McCann 1993 - 1995
JPMorgan Chase 1991 - 1993
American Express 1988 - 1991
Johnson & Johnson 1981 - 1987
Skills
Customer Acquisition, Strategy, Strategic Partnerships, Marketing Strategy, CRM, Start-ups, Direct Marketing, Financial Services, Product Management, Segmentation, Analytics, Business Strategy, Credit Cards, Customer Experience, Management, Marketing, Product Development, Strategic Planning, B2B, Business Development, Debit Cards, P, Portfolio Management, Multi-channel Marketing
Education
Princeton University 2014 — 2021
Bachelor's Degree, History
Harvard Business School
Master of Business Administration (MBA)
GE Capital (Energy Financial Services) January 2013 - Present
Booz & Company September 2010 - December 2012
Harvard Business School September 2008 - September 2010
Harvard University September 2009 - August 2010
Goldman Sachs 2009 - 2009
Booz & Company 2007 - 2008
TechnoServe 2007 - 2007
Booz Allen Hamilton 2003 - 2006
JPMorgan Chase May 2003 - September 2003
Skills
Principal Investing, Private Equity, Project Finance, Energy, Healthcare, Entrepreneurship, Economics, Management Consulting, Business Development, Strategy, Analysis, Corporate Finance
Education
Harvard Business School 2008 — 2010
MBA
University of Cambridge 2002 — 2004
Masters
McGill University 1998 — 2004
Engineering
GenSpring Family Offices 2007 - 2011
JPMorgan Chase 1989 - 2006
Foundation for the United States Constitution 1988 - 1989
Chadbourne & Parke LLP 1975 - 1988
Education
Harvard Law School 1972 — 1975
J.D.
Williams College 1968 — 1972
B.A., Classics
HSBC Global Banking and Markets December 2014 - Present
Itaú Unibanco May 2013 - December 2014
JPMorgan Chase May 2012 - April 2013
State Street Corporation May 2005 - April 2012
Deloitte & Touche, LLP September 2000 - April 2005
Skills
Internal Controls, Audit, Internal Audit, Risk Assessment, Securities, Auditing, Banking
Education
Wesleyan University 1996 — 2000
BA
Babson College, Babson Park 2000 — 2000
Deloitte Liberal Arts Program
Stanford Kyoto Center for Japanese Studies 1998 — 1999
Study Abroad Program
Harvard University 1998 — 1998
Summer Studies
Middlebury College 1997 — 1997
Summer Studies
Google June 2014 - Present
Google March 2012 - June 2014
Google February 2011 - February 2012
Google August 2009 - February 2011
Google July 2008 - August 2009
Google July 2007 - July 2008
Ember Corporation July 2006 - September 2006
Boston Consulting Group May 2006 - July 2006
JPMorgan Chase July 2001 - August 2004
Skills
New Business Development, Strategy, Digital Strategy, Strategic Partnerships, Product Management, Start-ups, E-commerce, Online Advertising, Digital Media, Digital Marketing, Web Analytics, Analytics, Financial Analysis
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
The University of Chicago 2004 — 2005
A.M., Humanities
University of Virginia
B.A., Economics - Finance, French
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Luxoft July 2015 - Present
JPMorgan Chase April 2013 - June 2015
UBS April 2010 - April 2013
UBS September 2006 - April 2010
Moravian College August 2002 - August 2004
Skills
Fixed Income, Business Analysis, Derivatives, SQL, Software Project..., Equities, Risk Management, Business Intelligence, Credit Derivatives, Microsoft SQL Server, Investment Banking, Mortgage Industry, Project Management, SSRS, Databases, Capital Markets, SQL Server, MBS, Sybase ASE, Offshoring, Excel, Sybase, Financial Risk, Structured Products, Trading, Analytics, Credit Risk
Education
The Graduate Center, City University of New York 1991 — 2002
M.A., M.Phil., Philosophy
Harvard University 1986 — 1990
B.A., Philosophy
New Dorp High School 1982 — 1986
mbaMission August 2008 - Present
MBA Mission 2008 - Present
Philip Crosby Associates September 2005 - April 2008
JPMorgan Chase June 2001 - March 2005
American Express October 1995 - June 2001
Coopers & Lybrand September 1994 - October 1995
Skills
Strategy, Process Improvement, Business Process..., Business Strategy, Cross-functional Team..., Six Sigma, Leadership, Social Media, Management
Education
Harvard Business School 1992 — 1994
MBA, with Distinction, General Management
Harvard University 1984 — 1988
A.B., Magna Cum Laude, Cultural Anthropology
Norb Vonnegut LLC January 2009 - Present
Silvercrest May 2006 - January 2009
Morgan Stanley 1996 - 2006
JPMorgan Chase 1980 - 1984
Skills
Fiction Writing, Non-fiction Writer, Wealth Management, Alternative Investments, Hedge Funds, Investments, Asset Managment, Asset Management, Fundraising, Storytelling, Asset Allocation, Mergers & Acquisitions, Private Equity, Equities, Start-ups, Entrepreneurship, Books, Portfolio Management, Financial Advisory, Mutual Funds, Publications, Publishing, Fiction, Creative Writing, Novels, Content Development, Web Content, Published Author, Copy Editing, Book Reviews, Non-fiction, Ghostwriting, Editorial, Ebooks, Journalism, Memoir, Freelance Writing, Content Strategy, Copywriting, Blogging, Newsletters, Magazine Articles, Creative Non-fiction, Press Releases, Short Stories, Client Development, Manage Client..., Research, Investment Management
Education
Harvard Business School 1984 — 1986
MBA, General Management Curriculum
Harvard University 1976 — 1980
A.B., American History
The Phillips Exeter Academy 1974 — 1976
High School
Bishop England 1972 — 1974
JPMorgan Chase October 2011 - Present
PwC January 2009 - Present
Sustainable Finance October 2003 - January 2009
World Resources Institute June 1996 - June 2002
Education
The Johns Hopkins University
MA, International Relations
Harvard Business School
MBA
Harvard University 1979 — 1983
AB
Pfizer August 2012 - Present
Pfizer Pharmaceuticals June 2010 - September 2012
JPMorgan Chase February 2008 - March 2010
JPMorgan Chase June 2003 - January 2008
Skills
Segmentation, Usability, Copy Testing, Customer Insight, Competitive Intelligence, Marketing Research, Quantitative Research, Market Research, Analytics, Consumer Behaviour, Focus Groups, Competitive Analysis, Qualitative Research, Market Analysis, Market Intelligence, Consumer Insight, Brand Equity
Education
Johns Hopkins Bloomberg School of Public Health 2014 — 2016
Public Health & Global Health/International Health
Harvard Business School 2014 — 2014
Cornerstones of Management: Leadership Training
University of Georgia - Terry College of Business 2002 — 2003
MMR, Marketing Research
University of Georgia - Terry College of Business 2001 — 2002
BBA, MIS
University of Georgia - Terry College of Business 1997 — 2001
BBA, Marketing
St. Jude Children's Research Hospital / ALSAC February 2011 - Present
CIO Executive Council January 2011 - Present
PSC August 2005 - August 2010
JPMorgan Chase November 2001 - July 2005
Data-Driven Business Solutions August 1997 - November 2001
Early Career Roles June 1989 - July 1997
Education
Harvard University
Master’s Degree
Columbia University
Rice University
Certificate of Leadership
University of Richmond
Bachelor of Science in Business Administration
First Data Corporation 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2002 - 2004
Skills
Financial Modeling, Financial Services, Securities, Strategy, Financial Analysis
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Princeton University 1998 — 2002
B.S.E., Operations Research & Financial Engineering
Kaiser Permanente December 2008 - Present
WaMu Card Services December 2006 - December 2008
JPMorgan Chase December 2005 - December 2008
AT&T Wireless Services 1996 - 2005
Cingular Wireless/AT&T Wireless 1996 - 2005
Skills
SDLC, Program Management, SaaS, CRM, Business Intelligence, Cross-functional Team..., Visio, Team Building, Project Management, Requirements Analysis, Vendor Management, PMP, Strategy, Analysis, Management, Product Management, Leadership, Analytics, Governance, Integration, Business Strategy, Call Centers, Process Improvement, Team Leadership, Enterprise Software, Customer Service, Data Analysis, Business Analysis, Project Portfolio..., PMO, Software Project..., Change Management, Customer Retention, Business Process, IT Management, Project Planning, IT Strategy, Business Process..., Executive Management, Strategic Planning
Education
Harvard Business School 2014 — 2014
Harvard Business School Executive Education
University of Oregon 1988 — 2002
B.A, Political Science, Japanese
Citi September 2011 - Present
BlackRock 2009 - 2011
Lower Manhattan Development Corporation 2005 - 2007
J.P. Morgan Chase & Co 1998 - 2005
JPMorgan Chase 1998 - 2005
JP Morgan Chase 1998 - 2005
Skills
Negotiation, Real Estate, Portfolio Management, Management Consulting, Asset Managment, Corporate Real Estate, Capital Markets, Program Management, Contract Negotiation, Budgets, Financial Analysis, Investment Banking, Strategic Planning, Banking, Mergers & Acquisitions, Risk Management, Business Continuity, Performance Management, Leadership, Management, Asset Management
Education
Harvard Business School 1989 — 1990
AMP
New York Law School 1970 — 1974
Doctor of Law (J.D.)
JPMorgan Chase April 2014 - Present
The Boston Consulting Group August 2011 - March 2014
Fighting for Philly Kids 2009 - 2011
The Boston Consulting Group June 2010 - August 2010
Philadelphia Eagles February 2010 - May 2010
Winston & Strawn LLP June 2009 - July 2009
Citi June 2008 - August 2008
Cleary Gottlieb Steen & Hamilton May 2005 - August 2007
ECHL June 2006 - June 2007
USA Hockey Junior Officials' Development Program June 2004 - June 2006
Skills
Due Diligence, Business Strategy, Management Consulting, Strategy, Business Development, Corporate Development, Restructuring, Leadership, Strategic Consulting, Economics, Corporate Law, Business Planning, Corporate Finance, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2009 — 2011
M.B.A., Operations & Information Management
University of Pennsylvania Law School 2007 — 2011
Juris Doctor
Harvard University 2000 — 2004
A.B., Economics, Spanish
GRACE- Registered as American Grace Charitable Organization March 2011 - Present
Nukunu Capital LLC March 2010 - Present
JPMorgan Chase 2008 - 2008
Equity Trading LLC November 2006 - December 2007
Morgan Stanley February 2005 - March 2006
BP Plc October 2000 - October 2002
Thomson Reuters April 1998 - August 2000
Prudential Investment Managemment September 1999 - May 2000
Skills
Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Fixed Income, Securities, Equities, Insurance, Finance, Hedge Funds, Investments, Asset Management, Trading, Private Equity
Education
Harvard Business School 2002 — 2002
Management Program- Executive Education, Organizational Leadership
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 2000
Master of Business Administration (MBA)/BS, Finance and Strategy
Amazon December 2014 - Present
Amazon May 2013 - December 2014
JPMorgan Chase January 2011 - May 2013
JPMorgan Chase September 2009 - December 2010
JPMorgan Chase June 2008 - August 2008
Mars & Co. April 2004 - July 2007
General Electric Aircraft Engines July 2002 - March 2004
Skills
Product Management, Analytics, Business Strategy, Strategy Development, Strategy Execution, Team Leadership, Management Consulting, Operational Execution, Strategy, Securities, Cross-functional Team..., Strategic Planning, Derivatives, Investment Banking, Business Development, Competitive Analysis, Project Management, Financial Analysis
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1998 — 2002
BS, Aerospace Engineering
BorrowLenses September 2013 - Present
Shutterfly August 2008 - July 2011
Shutterfly July 2007 - August 2008
JPMorgan Chase 2004 - 2007
Skills
CRM, Usability Testing, Stocks, Analytics, Competitive Analysis, Start-ups, Corporate Development, Strategy, E-commerce, Product Management, Entrepreneurship, Financial Modeling, Business Strategy, Venture Capital, Web Analytics, Customer Acquisition, Valuation, Forecasting
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business 2001 — 2005
Business Administration
J Group Advisors 2009 - Present
JPMorgan Chase July 2000 - March 2009
Skills
Thought Leadership, Entrepreneurship, Venture Capital, Process Development, Business Strategy, Trading, Strategic Thinking, Capital Markets, Program Management, Strategic Planning, Fundraising, Due Diligence, Research and Development, Innovation Development, Systems Analysis, Root Cause Analysis, Professional Services, Consulting, Creative Process..., Business Development, Market Opportunities, Project Management, Tactical Execution, Client Relationship..., Mergers & Acquisitions, Communication, Presentation, Leadership Development, Private Equity..., Venture Capital...
Education
Harvard Business School
EE
Spelman College
Bachelor of Arts (BA), Econ and English Dual Degree
Morgan Stanley October 2013 - Present
Barclays Capital August 2010 - October 2013
JPMorgan Chase February 2008 - July 2010
Skills
FX Options, Commodity, Fixed Income, Derivatives, Trading Systems, Financial Modeling, Valuation, Options, Risk Management, Structured Products, Alternative Investments, Energy Derivatives, Equities, Financial Markets, Market Risk, Quantitative Finance, Quantitative Investing, Securities
Education
Harvard University 2004 — 2008
Ph.D.
Princeton University 2002 — 2004
M.A.
Peking University 1998 — 2002
B.S.
Gramercy Funds Management LLC ("Gramercy") January 2014 - Present
Gramercy Funds Management January 2011 - December 2013
Gramercy Funds Management August 2008 - December 2010
Luminent Mortgage Capital January 2008 - July 2008
JPMorgan Chase October 2006 - January 2008
SEI Investments August 2004 - October 2006
JPMorgan Chase July 2003 - August 2004
Skills
Fixed Income, Hedge Funds, Treasury Management, Asset Managment, Alternative Investments, Emerging Markets, Due Diligence, New Business Development, Settlement
Education
Harvard University
Economics
The Hill School 1993 — 1997
Malvern Preparatory School 1992 — 1993
State Street Bank August 2010 - Present
UBS Investment Bank 2004 - 2007
JPMorgan Chase 1991 - 2004
The World Bank 1981 - 1988
Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Investments, Financial Markets, Trading, Portfolio Management, Alternative Investments
Education
University of Oxford 1979 — 1980
Diploma Economic Development
Harvard Business School 1977 — 1979
MBA
UC Berkeley 1973 — 1977
BA, Economics
VIXXENN November 2014 - Present
JPMorgan Chase 2011 - 2014
New York State Office of the Comptroller - Common Retirement Fund 2009 - 2009
Credit Suisse 2005 - 2008
Buckingham Research Group 2002 - 2002
Prep for Prep 2001 - 2001
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Private Equity, Capital Markets, Equities, Emerging Markets, Corporate Finance, Due Diligence, Hedge Funds, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Mergers & Acquisitions, Strategy, Finance, Venture Capital
Education
Harvard Business School 2008 — 2011
MBA
Harvard University 2001 — 2005
AB, Government
National Outdoor Leadership School May 2012 - Present
Vail Resorts December 2010 - April 2013
Naturalists at Large September 2010 - November 2012
Art.sy January 2010 - May 2010
Veritas Tutors LLC June 2009 - May 2010
New Sector Alliance September 2009 - December 2009
JPMorgan Chase June 2007 - August 2007
JPMorgan Chase June 2006 - August 2006
Skills
Teaching, Organization, Writing, Word Processing, Outdoor Living, Outdoor Education, Experiential Education, Backpacking
Education
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), Classics-Latin
Philadelphia School Partnership July 2015 - Present
Saint Ann's School January 2015 - Present
Invictus Preparatory Charter School August 2010 - Present
JPMorgan Chase April 2014 - April 2015
Building Excellent Schools September 2009 - August 2010
Boston Plan for Excellence September 2008 - September 2009
NYC Department of Education September 2005 - June 2008
New York City Council March 2007 - August 2007
Skills
Community Outreach, Education Policy, Research, Educational Management, Curriculum Design, Charter Schools, Grant Writing, Teaching, Education Reform, Editing, Curriculum Development, Tutoring, Program Development, Program Evaluation, Nonprofits, Policy, Public Speaking, Higher Education
Education
Harvard University 2001 — 2005
BA, Biological Anthropology
Pace University 2006 — 2008
Master of Arts (M.A.), Secondary Education and Teaching
Taylor Wealth Management Partners January 2014 - Present
Sequence LLC 2009 - Present
Crosscut Capital April 2006 - August 2007
State Street Bank and Trust 1996 - 2006
JPMorgan Chase September 1992 - March 1996
Combined Properties September 1988 - August 1989
Eichman Properties September 1987 - September 1988
Shearson Lehman September 1985 - September 1987
Skills
Hedge Funds, Investments, Equities, Private Equity, Product Development, Product Marketing, Sales Management, Entrepreneurship, Start-ups, Management
Education
Harvard Business School 1989 — 1991
MBA
Harvard University 1981 — 1985
BA, Economics
Quad-C Management, Inc. July 2007 - Present
JLL Partners May 2003 - July 2005
JPMorgan Chase 1999 - 2003
Education
Harvard Business School 2005 — 2007
MBA, Management
Ithaca College 1995 — 1999
BS, Finance and Accounting
Native Co. August 2015 - Present
Caskers February 2012 - Present
Caskers, Inc. February 2012 - March 2014
Simpson Thacher & Bartlett LLP September 2009 - February 2012
JPMorgan Chase June 2008 - July 2008
Hogan & Hartson May 2007 - August 2007
Skills
Corporate Law, Litigation, Legal Research, Commercial Litigation, Intellectual Property, Legal Writing, Mergers & Acquisitions, Corporate Governance, Private Equity, Venture Capital, Securities, Securities Regulation, Entrepreneurship, Due Diligence, Marketing, Brand Development, Online Retail, Securities Litigation, E-commerce
Education
Harvard Law School 2006 — 2009
JD
University of Florida 2002 — 2005
BA
The Boston Consulting Group July 2014 - Present
RHEAL Capital Management, LLC March 2014 - Present
New York City Housing Authority (NYCHA) 2009 - 2014
Lehman Brothers 2005 - 2009
JPMorgan Chase 1997 - 2005
PepsiCo 1995 - 1997
The Boston Consulting Group 1992 - 1995
PaineWebber 1987 - 1990
Skills
Organizational..., Corporate Finance, Strategy Development, Mergers, Business Strategy, Corporate Development, Change Management, Investment Banking, Capital Markets, Business Development, Finance, Executive Management, Management, Strategic Planning, LBO, Budgets, Joint Ventures, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Strategy, Leadership, Cross-functional Team..., Investments, Portfolio Management, Start-ups, Program Management, Financial Analysis, Due Diligence, Team Building, Analysis
Education
Harvard Business School 1990 — 1992
MBA, General Management
Wesleyan University 1983 — 1987
BA, Economics & Government
JPMorgan Chase September 2013 - Present
JPMorgan Chase September 2011 - August 2013
Harvard Business School 2009 - May 2011
Citigroup June 2010 - August 2010
Booz & Company 2007 - 2009
Booz Allen Hamilton 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Emerging Markets, Management, Private Equity, Business Development, Venture Capital, Strategy, Economics, LBO, Investments, Corporate Finance, Start-ups, Due Diligence, Strategic Planning, Mergers, Market Entry, Investment Management
Education
Harvard Business School 2009 — 2011
MBA, General Management & Finance
The American University in Cairo 2001 — 2006
Bachelor of Science, Electronics Engineering
Waterstone Thermoplastics July 2009 - Present
Perceptral LLC March 2011 - December 2013
DFS&Co. September 2002 - December 2013
JPMorgan Chase April 2011 - November 2012
US Combat Sports October 2009 - January 2012
Start-up Accelerator Start-up Anything September 2009 - March 2011
Up-n-Atom February 2010 - July 2010
BizStarts Milwaukee 2008 - 2009
Arthur Andersen June 1986 - August 2002
Skills
Strategic Planning, Budgeting, Venture Capital, Contract Negotiation, Manufacturing, Budgets, Business Development, Leadership, Marketing, Business Planning, Strategy, Marketing Strategy, Management, Project Management, Competitive Analysis, Mergers & Acquisitions, Process Improvement, Public Speaking, Training, Management Consulting, Team Building, Consulting, Event Management, Start-ups, Business Process, Human Resources, Entrepreneurship, Financial Accounting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Business Strategy, Executive Management
Education
Harvard University 1995 — 1995
Business
University of Wisconsin-Madison 1982 — 1986
BBA, Accounting
J.P. Morgan August 2013 - June 2014
JPMorgan Chase March 2010 - July 2013
JPMorgan Chase May 2009 - June 2009
Lehman Brothers May 2008 - June 2008
Skills
PowerPoint, Word, Microsoft Office, Series 7, Bloomberg, series 63, Social Media, Data Analysis, Microsoft Word, Financial Analysis, Finance, Financial Modeling, Research, Microsoft Excel
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
Bachelor of Arts (BA), English Language and Literature/Letters
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
JPMorgan Chase September 2009 - Present
Practical Law Company June 2009 - September 2009
JPMorgan Chase September 2007 - February 2009
Schulte Roth & Zabel LLP February 2005 - September 2007
Education
Harvard Law School 2001 — 2004
JD, Law
Harvard University 1996 — 2000
BA, English and American Literature and Language
Dominican Convent 1989 — 1995
Aetna March 2015 - Present
Aetna August 2014 - March 2015
Magellan Health Services November 2009 - August 2014
Consolidated Amalgamated, LLC September 2002 - November 2009
Anthem September 1996 - September 2002
McKinsey & Company September 1990 - September 1996
JPMorgan Chase 1989 - 1989
Commerce Bancshares, Inc. 1986 - 1988
Education
Harvard Business School 1988 — 1990
MBA with distinction
Harvard University 1979 — 1984
AB, CLGS, Economics
Livingston High School September 2013 - Present
JPMorgan Chase February 2007 - August 2013
Morgan Stanley 1995 - 2006
The Equitable 1989 - 1993
Chase Manhattan Bank N.A. 1977 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA), Marketing
Eisenhower College 1973 — 1977
B.A., Int'l Relations / Economics
Warkwick High School 1969 — 1973
JPMorgan Chase 2014 - Present
JP Morgan Chase 2011 - 2013
Next Jump 2010 - April 2011
BNY Mellon 2005 - 2010
Willkie Farr & Gallagher LLP 2000 - 2005
Skills
Litigation, Mortgage Banking, Corporate Governance, Corporate Law, Legal Research, Mortgage Servicing, Legal Writing, Commercial Litigation
Education
Harvard Law School 1997 — 2000
J.D.
Yale University 1991 — 1995
B.A., History
Cardinal Spellman
Fiserv June 2013 - Present
Silver Management Group August 2010 - March 2013
Oppenheimer & Co June 2010 - July 2010
JPMorgan Chase April 2010 - May 2010
FISERV INVESTMENT SERVICES (formerly INTERACTIVE TECHNOLOGIES) January 2007 - January 2010
INTERACTIVE TECHNOLOGIES January 2001 - January 2007
ENCODA SYSTEMS (formerly DATATRAK SYSTEMS) January 1998 - January 2001
DATATRAK SYSTEMS January 1990 - January 1998
Skills
SQL, Business Analysis, Financial Services, General Ledger, Visio, SDLC, Multi-currency, Requirements Analysis, Software Implementation, Software Project..., Cost Basis Reporting, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Information Technology
Harvard University 1969 — 1973
BA, English
JPMorgan Chase January 2011 - Present
Prudential Financial 2007 - 2009
GMAC Commercial Finance 2002 - 2007
First Union Corporation 1992 - 2000
Education
Harvard Law School
Juris Doctor
JPMorgan Chase February 2002 - Present
Goldman Sachs July 1987 - June 2001
Education
Harvard Business School 1989 — 1991
MBA, General Management
University of Pennsylvania 1983 — 1987
BS Econ, Finance and Accounting
University of Pennsylvania 1983 — 1987
bs
NWI January 2012 - Present
Ashmore Investment Management Limited November 2008 - December 2011
Dolomite Capital Management June 2005 - November 2008
JPMorgan Chase October 1994 - June 2005
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rugters College 1982 — 1986
Bachelor of Arts (BA), Economics
Apple Inc. November 1991 - Present
St. John's Medical Center April 2010 - June 2011
JPMorgan Chase November 2001 - August 2009
Skills
Dental, Healthcare, MBA
Education
Harvard Medical School 2011 — 2012
basher of science, phd
Harvard Medical School 2007 — 2011
Bs, Phd
The Clearing House Managing Director, Head of Regulatory PolicyJPMorgan Chase & Co.January 2015 - Present
JPMorgan Chase October 2010 - Present
Bank of America September 2006 - October 2010
WilmerHale January 2002 - September 2006
Penguin Putnam January 2001 - 2002
Random House January 2001 - December 2001
U.S. Department of the Treasury June 1997 - January 2001
Federal Reserve Board October 1990 - June 1997
Williams & Connolly September 1987 - October 1990
Skills
Corporate Governance, Litigation, Securities, Corporate Law, Capital Markets, Securities Regulation, Private Equity, Intellectual Property, Management, Banking, Financial Services, Mergers & Acquisitions, Banking Law
Education
University of North Carolina at Chapel Hill 1980 — 1984
A.B., Political Science/Economics
Harvard Law School
JD
JPMorgan Chase 2013 - Present
Cleantech Open 2011 - Present
MGSW Consulting, LLC 2012 - 2013
Apollo Group, Inc. 2009 - 2012
Governor of Arizona's Administration 2005 - 2009
Skills
Executive Management, Public Affairs, Corporate Social..., Sustainability, Economic Development, Law, Strategic Planning, Public Speaking, Greentech, Education, Government, Corporate Sustainability, Environmental Law
Education
Harvard Law School
J.D.
US - Mexico Foundation April 2014 - Present
JPMorgan Chase 2012 - 2014
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
Citi 2006 - 2007
Citi 2002 - 2006
Citi 2000 - 2002
Citi 1999 - 1999
BBVA 1997 - 1998
BBVA 1994 - 1996
Skills
Management, Strategy, Financial Services, Marketing Communications, Marketing, Business Development, Banking, Risk Management, Executive Management, Philanthropy, Internal Controls, Compliance, mergers and acquisitions, Customer Segmentation..., Strategic Planning, Strategic Partnerships, Digital Marketing, Marketing Strategy, Product Development, Creative Campaign..., Strategic Creative..., Media Buying, Public Relations, Public Speaking, Retail Banking, Credit Cards, Direct Marketing, New Business Development, Strategic Financial..., Integrated Marketing, Advertising, Leadership, Social Media Marketing, Planning Budgeting &...
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and General Management
Instituto Tecnológico Autónomo de México 1990 — 1994
Bachelor of Science (B.S.), Accounting & Finance
Harvard Business School 2004 — 2004
Quad-C Management, Inc. April 2014 - Present
JPMorgan Chase January 2014 - April 2014
McKinsey & Company October 2006 - September 2012
U.S. Navy June 1998 - August 2003
Education
University of Virginia School of Law 2003 — 2006
Juris Doctorate (J.D.)
The London School of Economics and Political Science (LSE) 1998 — 1999
Master of Science (M.Sc.)
Harvard University 1995 — 1998
Bachelor of Arts (A.B), cum laude, Economics
BlackRock August 2015 - Present
Goldman Sachs June 2014 - August 2014
The Harvard Crimson September 2011 - May 2014
Global Strategy Group June 2013 - August 2013
LearnVest, Inc. June 2012 - August 2012
JPMorgan Chase July 2011 - August 2011
JPMorgan Chase July 2010 - August 2010
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Spence School 1997 — 2011
Taihei Boeki Co 2005 - Present
JPMorgan Chase 1973 - 2009
Skills
Family wealth management, Family Business, Succession Planning, Strategic business..., Corporate Finance, Leadership Development, Private Equity, Investment Banking, Global Investment..., Consulting
Education
Harvard Business School 1997 — 1997
AMP, Business Administration and Management, General
Fletcher School of Law and Diplomacy 1972 — 1973
Master of Arts (M.A.), International Relations and Development Economics
Smith College 1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase July 2006 - Present
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Portfolio Management, Strategic Financial..., Equities, Valuation, Investments, Bloomberg, Fixed Income, Credit Analysis
Education
Harvard Business School 2002 — 2006
Bachelor of Science (B.Sc.), Economics
San mateo High School
JPMorgan Chase January 2013 - Present
Skills
Corporate Governance, Due Diligence, Mergers & Acquisitions, Corporate Law, Risk Management, Intelligence, Counterterrorism, Counterintelligence, Cyber-security, Cyberlaw, National Security, Network Security, Securities, Capital Markets
Education
Harvard Law School 2000 — 2003
Doctor of Law (JD)