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
Citi September 2014 - Present
Citi June 2014 - Present
Citi May 2013 - Present
Wells Fargo June 2011 - May 2013
Bank of America April 2007 - June 2011
JPMorgan Chase August 2005 - April 2007
Wachovia Bank January 2003 - August 2005
SDD Corner Store Deli January 2001 - December 2003
First Union National Bank August 2002 - December 2002
DHL October 1985 - December 2000
Skills
Leadership, Team Building, Coaching, Sales Management, Customer Retention, Customer Service, Customer Satisfaction, Performance Management, Account Management, Recruiting, Teamwork, Public Speaking, Business Development, Management, Team Leadership, Banking, CRM, Business Planning, Relationship Management, Financial Services, Credit
Education
Helwan University Cairo 1979 — 1983
Bachelor's degree, Major Accounting Minor Computer Science, Passed and completed 4 years of college education.
U.S. Department of the Treasury 2015 - Present
Curiosity Media 2014 - 2015
World Bank Group (ICSID) 2012 - 2014
Citi July 2013 - August 2013
Overseas Private Investment Corporation May 2013 - June 2013
Federal Reserve Board 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns 2007 - 2008
Skills
Stata, Econometrics, Economics, Policy Analysis, Quantitative Analytics, Public Policy, Economic Research, International Relations, Research, International...
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2011 — 2014
Master in Public Administration (MPA)
University of Pennsylvania 2003 — 2007
BA, Economics
Wells Fargo Home Mortgage August 2014 - Present
JPMorgan Chase October 2011 - August 2014
Shore Mortgage March 2003 - October 2011
Shore Mortgage March 2005 - November 2009
Marketing Displays International (MDI) July 2000 - January 2001
Marketing Displays International (MDI) May 1999 - July 2000
Marketing Displays International (MDI) December 1997 - May 1999
United States Air Force October 1993 - December 1996
Skills
FHA, Mortgage, Purchase, Loans, Refinance, VA, HARP Refinancing, Condos, Banking, Construction Loans, Credit, Credit Analysis, Customer Service, FHA financing, Finance, First Time Home Buyers, Foreclosures, Government Loans, HUD, Investment Properties, Investments, Leadership, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Property, REO, Real Estate, Real Estate Transactions, Referrals, Relocation, Residential Homes, Residential Mortgages, Sales, Sellers, Short Sales, Training, USDA, Underwriting, VA loans, VA Loans, FHA Financing
Education
University of Michigan-Dearborn 2002 — 2006
Henry Ford Community College 1998 — 2000
S.A.F; Associates Degree; Bachelors Degree, Munitions Systems Specialist Technical; Liberal Arts; Business Management
Fordson High 1990 — 1993
High School Diploma, General Studies
JPMorgan Chase June 2014 - August 2014
Oriental Fortune Capital May 2013 - July 2013
Citibank March 2013 - April 2013
Tsinghua University June 2012 - July 2012
Skills
Microsoft Excel, Photoshop, Photography, PowerPoint, Chinese, Spanish, Accounting, Corporate Finance, Graphic Design, English Composition, Access Database, SQL, HTML, Prezi, Bloomberg Terminal, Essbase, Writing, Typography, Visual Arts, Illustrator
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2015
Bachelor's Degree, Finance, International Business
BridgePoint Group, LLC January 2012 - Present
Savvy Ladies 2011 - Present
Harvard Kennedy School of Government July 2010 - May 2011
Women's Leadership Fund February 2010 - July 2010
Fidelity Investments July 2006 - August 2009
JPMorgan Chase October 1999 - July 2006
Bankers Trust Company 1986 - 1999
Federal Reserve Bank of New York July 1980 - May 1986
Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 2010 — 2011
MC-MPA, Public Administration
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA, Finance
Mount Holyoke College 1976 — 1980
BA, Politics
Artisan Partners May 2015 - Present
Credit Suisse October 2012 - May 2015
RBC Capital Markets April 2005 - July 2012
WR Hambrecht + Co June 2002 - April 2005
JPMorgan Chase 1999 - 2002
Skills
Biotechnology, Infectious Diseases, Oncology, Corporate Development, Venture Capital, Valuation, Equity Research, IPO, Financial Modeling, Equities, Pharmaceutical Industry, Equity Valuation, Biopharmaceuticals, Lifesciences
Education
Harvard University 1991 — 1997
Ph.D., Cell Biology
University of California, San Diego 1986 — 1990
Bachelor's degree, Biology
Suncoast Hotel & Casino March 2015 - Present
Banner Uniform Corporation March 2006 - March 2014
JMP Group September 2003 - March 2006
JPMorgan Chase August 1996 - June 2002
Broadview Associates August 1991 - August 1994
Kidder Peabody July 1990 - August 1991
Skills
IRS Enrolled Agent, Casino Gaming, Mergers & Acquisitions, Financial Services, Equity Valuation, Equity Capital Markets, Small Business..., Small Business..., Private Equity, Due Diligence, Investment Banking, Valuation, Strategic Planning, Management, Business Strategy
Education
Internal Revenue Service 2015 — 2015
Enrolled Agent
Casino Entertainment Group Dealer School 2014 — 2015
Table Games Instruction
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Mergers & Acquisitions
Harvard University 1986 — 1990
Bachelor of Arts (BA), Russian Studies
OppenheimerFunds May 2014 - Present
JPMorgan Chase August 2012 - March 2014
JP Morgan Chase September 2010 - August 2012
Northwestern Mutual May 2008 - August 2010
Mark DiPaolo Painting May 2001 - December 2007
Skills
Sports, Retirement Planning, Fixed Annuities, Investments, Series 7, Financial Analysis, Strategic Financial..., Life Insurance, Retirement, Insurance, Disability Insurance, Series 63
Education
Hastings College 2005 — 2009
Bachelors, Business Administration
JPMorgan Chase December 2010 - Present
Mendoza Handyman Service November 2007 - Present
Kaiser Permanente September 2002 - January 2004
Amdahl Software August 1999 - November 2001
Skills
Project Management, Process Improvement, Customer Service, Executive Support, Office Management, Data Mining, Mortgage Lending, Executive Reporting, Event Planning, Vendor Management Skills, Banking, Microsoft Office, PowerPoint, Microsoft Word, Lotus Notes, Spreadsheets, Credit, Access, Loans, Time Management, Data Entry
Education
Heald College
Associate's degree, Computer/Information Technology Administration and Management
UCLA Health April 2014 - Present
Engeye September 2009 - June 2012
Oregon Health & Science University 2009 - 2010
Morgan Stanley 2007 - 2008
JPMorgan Chase 2002 - 2007
Skills
Equity Derivatives, Healthcare, Research, Data Analysis, Public Speaking, Strategic Planning, Teaching, Statistics, Science, Biochemistry, Community Outreach, Nonprofits, Fundraising
Education
Oregon Health and Science University 2010 — 2014
Doctor of Medicine (MD)
Harvard University 1998 — 2002
AB, History and Science
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase September 2011 - Present
JPMorgan Chase June 2005 - September 2011
Skills
Financial Analysis, Banking, Derivatives, Credit, Loans, Underwriting, Credit Analysis, Commercial Banking, Financial Modeling, Commercial Lending, Investments
Education
Northwestern University 2001 — 2005
BA, Math, Economics and Psychology
Harvard University
Economics
JPMorgan Chase January 2014 - Present
Atlantic Capital Bank October 2010 - December 2013
BB&T Corporate Banking October 2006 - October 2010
Wachovia Securities June 1989 - December 2005
Skills
Management, Banking, Portfolio Management, Strategic Planning, Business Development, Business Strategy, Financial Services, Capital Markets, Commercial Banking, Leadership
Education
Thunderbird School of Global Management 1988 — 1989
Master in International Management, International Finance and German Language
Hendrix College 1981 — 1985
BA, Economics, Accounting, German, World History
Universität Salzburg 1983 — 1984
Junior Year Abroad, European History, Economics, German
Deloitte May 2011 - April 2014
JPMorgan Chase March 2010 - April 2011
Accenture November 2003 - January 2010
Goldman Sachs May 2006 - August 2009
Skills
SDLC, User Acceptance Testing, Leadership, Requirements Analysis, Software Project..., Requirements Gathering, Enterprise Architecture, PL/SQL, Agile Methodologies, SOA, Business Process..., Solution Architecture, SQL, Oracle, Java Enterprise Edition, Management Consulting, Hibernate, ERP, IT Strategy, Spring, Teamwork, Spring Framework, Public Speaking
Education
Université de Montréal - HEC Montréal 2014 — 2015
Master of Business Administration (MBA)
University of Mumbai 1999 — 2003
Bachelor of Engineering (B.Eng.), Information Technology
Capital One January 2014 - Present
JPMorgan Chase January 2013 - January 2014
Gemalto January 2012 - January 2013
Deutsche Bank April 2011 - January 2012
NYC Office of Payroll Administration (Citytime) February 2006 - April 2011
IBM Canada January 2005 - February 2006
Bank of Montreal December 2001 - January 2005
Citi September 1999 - September 2001
China Pacific Insurance July 1993 - September 1996
Skills
Oracle, Unix, Unix Shell Scripting, Oracle Goldengate, Oracle Exadata, Tivoli, Oracle RAC, Oracle Dataguard, Oracle Streams, RMAN, Grid Control, SunOS, AIX, HP-UX, Red Hat Linux, VMware, BCV, Database Administration, Database Design, ETL, BMC Patrol, BMC Remedy, ClearCase, ClearQuest, Legato Networker, Netbackup, Backtrack, ASM, Erwin, Siebel, DB2, PL/SQL, Perl, Veritas Cluster Server, Veritas Volume Manager, Oracle Enterprise..., Performance Tuning, Disaster Recovery, Data Guard, SQL, Grid Computing, EMC Networker, Shell Scripting, Oracle ASM, Data Migration, Solaris, SQL Tuning, Exadata, Operating Systems, Replication
Education
HAWAII PACIFIC UNIVERSITY 1996 — 1999
MS, INFORMATION SYSTEM
ZHEJIANG UNIVERSITY 1989 — 1993
BS, CHEMICAL ENGINEERING
CHENGDU 7 HIGH SCHOOL 1986 — 1989
Campbell Soup Company October 2014 - Present
Campbell Soup Company July 2013 - September 2014
JPMorgan Chase June 2012 - June 2013
JPMorgan Chase July 2011 - June 2012
Unilever June 2010 - August 2010
First Book August 2006 - May 2009
American Anti-Slavery Group September 2005 - August 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Marketing & Operations
Harvard University 2001 — 2005
BA, English
JPMORGAN CHASE August 2011 - Present
AMERICAN EXPRESS COMPANY April 2008 - August 2011
AMERICAN EXPRESS COMPANY April 2006 - April 2008
AMERICAN EXPRESS COMPANY September 2004 - April 2006
NIELSEN NETRATINGS October 2001 - September 2004
DOUBLECLICK June 2000 - October 2001
ORACLE January 1997 - January 1998
ORACLE January 1996 - January 1997
ORACLE January 1995 - January 1996
Skills
Analytics, Digital Marketing, Campaign Analysis, Marketing Mix Modeling, Site Development
Education
Harvard University
A.B., Applied Mathematics with application to Computer Science
Massachusetts Institute of Technology - Sloan School of Management
M.B.A., Marketing
University of California, Berkeley
M.S, Computer Science
FlowMo September 2014 - Present
SELF EMPLOYED March 2011 - July 2015
ZoomTilt January 2013 - August 2013
Startup Institute November 2012 - December 2012
BROWN BROTHERS HARRIMAN & CO December 2007 - January 2010
JPMorgan Chase July 2007 - December 2007
NUTTY STEPH'S VERMONT November 2005 - November 2006
Skills
Strategic Planning, Microsoft Office, Product Development, Business Planning, Microsoft Excel, Customer Service, Financial Modeling, Business Strategy, Leadership, Business Analysis, Change Management, Team Leadership, PowerPoint, Microsoft Word, Public Speaking
Education
Harvard University 2010 — 2011
University of Vermont 2001 — 2005
B.S, Finance
Censeo Consulting Group March 2015 - Present
Citi October 2012 - March 2015
JPMorgan Chase February 2011 - September 2012
Grant Thornton July 2010 - February 2011
Vital Wave Consulting September 2009 - May 2010
Imani Development May 2009 - August 2009
Aetna June 2008 - August 2008
Jacana Logistics July 2007 - April 2008
Skills
Business Strategy, Analytics, Retail Banking, Financial Modeling, Research, Emerging Markets, International..., Sub-Saharan Africa, Portuguese, Ethics, Segmentation, Analysis
Education
Harvard University Kennedy School of Government 2008 — 2010
MPP, International Trade & Finance
Princeton University 2003 — 2007
A.B., The Woodrow Wilson School of Public and International Affairs
JPMorgan Chase May 2005 - May 2014
Credit Suisse October 1996 - April 2005
Chicago Corporation April 1993 - October 1996
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Bloomberg, Asset Management, Securities, Bonds, Management, Portfolio Management, Equity Derivatives, Credit Derivatives, Investments, Valuation, Equity Research, Structured Products, Trading
Education
Harvard University 1979 — 1983
A.B., Economics
The Haverford School
Deutsche Bank AG New York April 2010 - Present
Citigroup August 2009 - February 2010
Societe Generale October 2007 - June 2009
JPMorgan Chase October 1998 - August 2007
Siemens Corp, USA December 1995 - October 1998
Jenny Craig, Inc March 1989 - December 1995
Phillips Petroleum March 1984 - February 1987
Skills
Derivatives, Credit Derivatives, Fixed Income, Product Control, Investment Banking, Financial Services, Financial Modeling, Valuation, Finance, Financial Reporting, Financial Accounting, Accounting, Analysis, Capital Markets, Corporate Finance, Private Equity, Financial Risk, Equities, Hedge Funds, Bloomberg, Due Diligence
Education
University of Oxford - Said Business School
Executive Programme, Private Equity
Harvard University Kennedy School of Government
Harvard Kennedy School Executive Education, Effective Decision Making
Richmond, The American International University in London 1981 — 1983
BA, Business Admin & Economics; Accounting & Finance
Kings College Lagos 1971 — 1977
Tekmark Global Solutions 2011 - Present
CGI June 2005 - May 2011
4GL School Solutions December 2002 - May 2005
NYC Department of Education June 1996 - September 2002
JPMorgan Chase June 1990 - June 1996
Citi June 1984 - June 1990
NYC Department of Education November 1979 - June 1984
Education
Harvard University 1961 — 1965
Bachelor of Arts (BA), Political Science and Government
Pacific Gas and Electric Company August 2012 - Present
J&L Teamworks September 2011 - November 2012
JPMorgan Chase January 2009 - December 2009
Washington Mutual Card Services August 2007 - December 2008
Circuit City October 2005 - January 2008
Skills
Call Center, Teamwork, Leadership, Outlook, Insurance, Customer Service, Office Management, Data Entry, Administrative..., Microsoft Word, Microsoft Excel, PowerPoint
Education
Heald College 2010 — 2011
A.A.S, Business Administration
Health Career College 2008 — 2008
CPT-1, Phlebotomy
JPMorgan Chase July 2013 - Present
Goldman Sachs June 2008 - June 2012
Goldman, Sachs & Co June 2008 - February 2012
HSBC August 2005 - May 2008
HSBC Bank August 2005 - May 2008
BNY Mellon November 2002 - January 2005
BANK OF NEW November 2002 - January 2005
J P MORGAN CHASE August 2000 - September 2002
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, FX Options, Options, Securities, Banking, Settlement, Process Improvement, Prime Brokerage, Commodity, Investment Management, Financial Services, Interest Rate Swaps, Credit, Currency, Auditing, Derivatives, Private Equity, Bilingual-English/Spanis...
Education
Harvard University 1999 — 2000
Tecnológico de Monterrey 1993 — 1998
BS, Accounting
Monterrey Institute of Technology and Higher Education, ITESM Mexico (Top Latin America University)
Bachelor of Business Administration, Accounting
Harvard University
First National Bank of Omaha November 2013 - Present
JPMorgan Chase January 2012 - October 2013
Wells Fargo January 2010 - December 2011
Wells Fargo August 2007 - January 2010
Skills
Banking, Customer Service, CRM, New Business Development, Team Building, Management, Business Relationship..., Financial Analysis, B2C marketing, B2B services, Cross-platform..., Business Planning, Client Relationship..., Organizational..., Leadership Mentoring, Financial Accounting, Partner Management, Training, Portfolio Management, Strategy, Financial Management, Partner Relationship..., Relationship Cultivation, New Business Sourcing, Managerial Finance, B2B, Salesforce.com
Education
University of Phoenix-Colorado Campus 2011 — 2013
MBA, Marketing and Finance
Hastings College 2003 — 2007
Bachelors Of Arts, Psychology, Sociology
Niwot High School 2000 — 2003
Self-employed private tutor 1998 - Present
Team Beachbody March 2013 - January 2015
Huntington Learning Centers- NYC 2011 - 2012
MindLab New York August 2010 - August 2011
Williamsburg Charter School July 2008 - August 2010
JPMorgan Chase September 2007 - July 2008
Rye High School August 2006 - June 2007
Bronx High School of Science January 2006 - May 2006
BOOKER T. WASHINGTON MIDDLE SCHOOL September 2005 - December 2005
Pic-TV, Inc. October 2004 - April 2005
Skills
Facebook, Advertising, Administration, Banking, Sales, Broadcast Advertising, Teaching, Social Media, Social Networking, Customer Relations, Tutoring, Web Design, Copy Editing, Singing, Dance, New York, Curriculum Writing, Curriculum Development, Public Relations, Public Speaking, Writing, Grant Writing, Writing Skills, Fluent in Spanish, Content Writing, Press Releases, Professional Development, Marketing, Web Content, Event Management, Classroom, Curriculum Design, Wordpress, Creative Writing, Staff Development, Publishing, Microsoft Excel, Customer Service, Higher Education, Photography, Time Management, Proofreading, PowerPoint, Spanish, Educational Leadership, Volunteer Management, Lesson Planning, Program Management, Program Development, Community Outreach
Education
Teachers College of Columbia University 2005 — 2006
MA, English Education
Teachers College, Columbia U 2005 — 2006
2006MA; BA, English Education; English
Haverford College 2001 — 2003
BA, English
Pomona College 1999 — 2001
BA, English
Mohave High School 1995 — 1999
High School Diploma
Ursuline School 1992 — 1995
New York State
Certification; Masters Degree, Education English; English
Ward School
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase August 2012 - February 2015
Chase Bank August 2011 - August 2012
Fifth Third Bank 2001 - 2010
Fifth Third Bank 2001 - 2010
Skills
Loans, Risk Management, Business Analysis, Vendor Management, Process Improvement, Portfolio Management, Financial Analysis, Call Centers, Project Management, Commercial Banking, Mortgage Lending, Credit Analysis, Credit Cards, Fixed Income, Microsoft Office
Education
Heidelberg College 1996 — 2001
Bachelor of Arts (B.A.), German Language and Literature
Ruprecht-Karls-Universität Heidelberg 1998 — 1999
Deutsch als Fremdsprache
Fredonia High School
Fredonia High School
Enterprise Products November 2011 - Present
JPMorgan Chase May 2011 - November 2011
Hewlett-Packard November 2008 - November 2010
Diverse Networks, Inc. May 2000 - May 2005
Metricom August 1993 - May 1999
Perot Systems March 1988 - January 1993
Kelsey Hayes / Hayes Wheels May 1986 - January 1990
Skills
Disaster Recovery, Data Center, Cisco Technologies, Troubleshooting, Networking, WAN, Software Documentation, Management, LAN-WAN, HP, VMware, ITIL, Network Security, Servers, IT Management, Integration, Active Directory, Virtualization, VPN, Windows Server, Computer Network...
Education
Henry Ford Community College 1986 — 1989
Computer Science
Aquinas High School 1982 — 1986
VivaSanté January 2015 - April 2015
JPMorgan Chase July 2012 - August 2013
Seventh Street Partners January 2011 - March 2012
Skills
Portfolio Management, Financial Analysis, Corporate Finance, Microsoft Office, Mutual Funds, Banking, Leadership, Microsoft Excel, Financial Modeling, PowerPoint, Project Management, Economics, Teamwork, Investments, Security Analysis, Lean Operations, Time Management, Accounting, Corporate Social..., Public-private..., French
Education
HEC Paris 2014 — 2015
Master of Science (MSc), International Business
The University of Texas at Arlington 2008 — 2011
BBA, Finance
Accenture June 2010 - Present
T3 Capital - Hedge Fund January 2008 - June 2010
JPMorgan Chase 2007 - 2008
Skills
Management Consulting, Risk Management, Leadership, Investments, Financial Markets
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachelor of Science, Finance
Intelcom Express 2014 - 2015
Intelcom Express 2014 - 2015
Mexicom Logistic Inc August 2012 - August 2013
Cummins Inc. March 2011 - February 2012
Ostiguy & Frères Inc BMR January 2010 - November 2010
JPMorgan Chase 2005 - 2007
Originales Finos, S.A. de C.V. June 2002 - August 2003
Skills
International Business, International Trade, International Sales, Logistics, Import/Export Operations, Customs Regulations, Transportation Planning, English, Spanish, French, 3PL, Customer Service, International Logistics, Pricing, Customer Satisfaction
Education
HEC Montréal 2015 — 2016
DESS Gestion de la chaîne logistique, Logistics, Materials, and Supply Chain Management
University of San Luis Potosi 2000 — 2006
Bachelor's degree, International Business/Trade/Commerce
J.P. Morgan Corporate & Investment Bank November 2014 - Present
JPMorgan Chase July 2012 - Present
ING Commercial Banking July 2011 - July 2012
ING Commercial Banking April 2008 - July 2011
ABN AMRO Bank N.V. November 2006 - March 2008
Boots UK 2004 - 2004
European Commission March 2002 - October 2003
Coca-Cola Enterprises August 1998 - March 2002
British American Tobacco March 1995 - May 1996
Skills
Developing Client..., Salesforce.com, Business Management, Market Research, Marketing Communications, Special Events, Internal Communications, Transaction Banking, Correspondent Banking, Credit Risk, Foreign Languages, Emerging Markets, Cash Management, Financial Institutions, Customer Relations, Payments, Banking, Financial Services, CRM, Strategy, Management, Capital Markets, Mergers & Acquisitions, Financial Markets, Business Development, Corporate Finance, Trading, Commercial Banking, Investment Banking
Education
HEC Lausanne - School of Business 2003 — 2005
Master, International Management
Quail Bend Capital Partners March 2010 - Present
SaveDaily, Inc. June 2012 - Present
PROvisor, Inc. June 2013 - Present
The Watley Group January 2010 - December 2011
Red Mountain Capital Partners October 2006 - December 2009
Oak Hill Capital January 2004 - September 2006
JPMorgan Chase September 2001 - December 2003
Skills
Private Equity, Investments, Financial Modeling, Strategic Partnerships, Capital Markets, Due Diligence, Hedge Funds, Corporate Finance, Investment Banking, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
Harvard University 1997 — 2001
A.B., Economics
Harvard-Westake High School 1993 — 1997
UR-Channel Digital Signage & Multimedia Broadcasting Company July 2011 - Present
JPMorgan Chase September 2009 - October 2009
Anglin Civil Constructors March 2008 - April 2009
Solid Signal LLC November 2007 - March 2008
Boys and Girls Club of SE Michigan March 2006 - November 2007
NDA(s) prohibit company disclosure May 2001 - March 2006
Education
Henry Ford Community College
Computer Information Systems
MUFG Americas Capital Company (MACC) June 2013 - Present
MUFG - Bank of Tokyo Mitsubishi May 2011 - Present
New York Law School 2013 - 2015
New York Law School 2013 - 2015
Rabobank 2002 - 2010
JPMorgan Chase 1991 - 2002
Prior to 1991 August 1981 - July 1991
Skills
Financial Structuring, Structured Finance, Corporate Finance, Mergers, Private Equity, Capital Markets, Investment Banking, Investments, Valuation, Derivatives, Restructuring, Hedge Funds, Structured Products, Fixed Income, Risk Management, Banking, Due Diligence, Asset Managment, Financial Modeling, Financial Analysis, Strategy, Equities, Financial Services, Finance, Asset Management, Financial Markets, Emerging Markets
Education
HEC School of Management / HEC Paris 2009 — 2011
EMBA, International Marketing
New York University - Leonard N. Stern School of Business 2009 — 2011
EMBA, Corporate Finance
The London School of Economics and Political Science (LSE) 2009 — 2011
EMBA, Economics and Political Science
New York University School of Law 1992 — 1994
LLM, Tax Law
JPMorgan Chase June 2009 - Present
Bank of New York Mellon March 2007 - November 2008
Wachovia, Corporate Information Security February 2006 - March 2007
MoneyGram International July 2005 - February 2006
College of American Pathologists (CAP) May 2005 - June 2005
Habib Bank Limited March 2003 - March 2005
United Bank Limited August 2000 - March 2003
Education
Harvard University
MSc, Management Information Systems
Sogeti Group May 2014 - Present
Independent Consultant January 2014 - Present
Chase March 2013 - Present
JPMorgan Chase February 2012 - March 2013
Information Control Corporation January 2010 - July 2012
Wendys International January 2010 - July 2012
Clear IT Consulting 2003 - 2007
Clear IT Consulting 2003 - 2004
Skills
Team Leadership, Team Building, Microsoft Office, Account Management, PowerPoint, Microsoft Word, Budgets, Operations Management, Sales, Forecasting, Negotiation, Sales Management, New Business Development, Retail, Customer Satisfaction, Analysis, Process Improvement, Management, Customer Service
Education
Heidelberg College
BS, CIS
Tiffin University
Master of Business Administration (MBA)
The Ohio State University
Bunge August 2013 - Present
JPMorgan Chase June 2012 - August 2012
BGC Partners August 2011 - September 2011
Skills
Excel, German, Turkish, Italian, R, Matlab, PowerPoint, Microsoft Excel, Stata, Analysis, Microsoft Office, Statistics, Forecasting, Research, Economics, French, Equity Research, Financial Modeling, Data Analysis
Education
The University of Chicago 2009 — 2014
Bachelor's Degree, Economics
Ruprecht-Karls-Universität Heidelberg 2010 — 2010
Goethe-Zertifikat B2, German
Koc Ozel Lisesi 2005 — 2009
International Baccalaureate, Math and Sciences
Kargo January 2015 - Present
Kargo April 2013 - December 2014
ABOVE January 2012 - January 2012
JPMorgan Chase June 2011 - August 2011
Highland Capital Partners July 2010 - July 2010
Diligence June 2010 - June 2010
Wellcome Trust May 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Blogging, Social Media, Business Analysis, Business Development, Research, Social Media Marketing, Marketing, Advertising, Social Networking, Facebook
Education
Haverford College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
The Hotchkiss School 2004 — 2008
JPMorgan Chase January 2013 - Present
JP Morgan Chase May 2011 - January 2013
JP Morgan Chase September 2008 - April 2011
Morgan Stanley June 2007 - August 2007
Grubb & Ellis 2005 - 2007
Education
Harvard University 2004 — 2008
Hunter College High School 1998 — 2004
Sanctuary Capital Group LLC March 2010 - March 2012
Private Investment Group October 2005 - April 2007
Harlem Quogue Capital Partners, Inc. November 2001 - October 2005
Studley July 1990 - November 2001
JPMorgan Chase October 1987 - June 1990
Credit Suisse December 1985 - August 1987
US Army November 1983 - November 1985
Credit Suisse July 1982 - September 1983
JPMorgan Chase June 1981 - August 1981
Skills
Social Entrepreneurship, Thought Leadership, Crisis Management, Public Speaking, Community Outreach, Leadership, Strategy, Team Building, Management, Leadership Development, Investments, Real Estate, Turn Around Management, Portfolio Management, Gifting Strategies
Education
CFA Institute
CFA
NYU School of Professional and Continuing Studies
Certificates
Harvard University
Bachelor of Arts (B.A.)
North Hardin High School 1975 — 1977
Western Kentucky University 1976 — 1976
Ft. Knox High School 1974 — 1975
Bad Kreuznach American High School 1973 — 1974
Rocklin Oral Surgery January 2013 - Present
MD Stat Urgent Care September 2012 - December 2012
Bank of America December 2009 - July 2010
Klingbeil Capital Management June 2009 - December 2009
Wells Fargo Bank April 2009 - July 2009
JPMorgan Chase June 2001 - April 2009
BJ's Restaurants, Inc. 2008 - 2009
Skills
Mortgage Banking, Mortgage Lending, Loans, 10 Key, Refinance, Customer Service, Loan Origination, Credit, Outlook, Insurance, FHA, Microsoft Excel, Data Entry, Loan Servicing, Mortgage Servicing, Accounts Payable, Underwriting, Microsoft Word, Microsoft Office, Fax, VA loans, Healthcare, Vital Signs
Education
Heald College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant
Heald College 2011 — 2013
Associate, Applied Science; Medical Assisting
Heald College 2011 — 2013
Associate, Applied Science; Medical Assisting
Heald College-Roseville 2011 — 2012
Associate of Arts and Sciences (AAS), Medical/Clinical Assistant
Wyatt Field Service Company May 2015 - Present
Wyatt Field Service Company July 2013 - Present
Hunt Guillot & Associates December 2011 - June 2013
Hunt Guillot & Associates December 2010 - December 2011
JPMorgan Chase January 2010 - December 2010
Allcare Pharmacy February 2008 - January 2010
Sherwin-Williams Paints October 2006 - February 2008
Edward Jones January 2006 - May 2006
Skills
Management, Budgets, Program Management, Auditing, Recruiting, Accounts Receivable, Analysis, Leadership, Microsoft Office, Inventory Management, Microsoft Excel, Accounting, Sales, Process Improvement, Finance, Quality Assurance, Contract Management, Financial Analysis, Project Planning, Access, Process Scheduler, SAP, Procurement, Project Management
Education
Henderson State University 2007 — 2009
M.B.A., Masters of Business Administration
Henderson State University 2001 — 2006
B.B.A, Management
KKSG & Associates April 2013 - Present
JPMorgan Chase September 2011 - April 2013
Arthur J. Gallagher & Co. February 2007 - February 2011
Selective Insurance October 2004 - February 2007
Utica National Insurance November 2000 - October 2004
Frank Gates Service Company July 1999 - November 2000
Comp Management, Inc October 1996 - July 1999
Farmers Insurance Group July 1990 - October 1996
J.C. Penney Insurance March 1984 - July 1990
Skills
Insurance, Claim, Workers Compensation, Underwriting, Customer Service, Negotiation, Sales, Commercial Lines, Risk Management, Employee Benefits, Process Improvement, New Business Development, Policy, Coaching, Management, Sales Management, Healthcare, Loss Mitigation, Commercial Insurance, Claims Management, Strategic Planning, Property & Casualty..., Liability, Leadership, Team Building
Education
American Educational Institue, Inc. 2003 — 2006
Senior Claims Law Associate, Insurance claim law
Heidelberg University 1978 — 1982
Bachelor of Science, Business Administration
St. Francis DeSales High School 1975 — 1978
High School, High School & College Prep
Wells Fargo June 2015 - Present
Earnhardt Auto Centers August 2013 - July 2015
Freedom Mortgage Retail June 2013 - July 2015
Bank of America August 2011 - June 2013
Bank of America April 2010 - August 2011
JPMorgan Chase July 2009 - April 2010
Serenity Covenant Care August 2008 - June 2009
Countrywide December 2005 - August 2008
Red Acres Financial January 2004 - August 2006
Business Objects April 1999 - August 2005
Skills
Databases, Unix, Integration, Oracle, Data Migration, SQL, Cloud Computing, Solution Architecture, Data Center, Troubleshooting, Enterprise Software, Servers, Technical Support, Networking, Data Warehousing, Hardware, Computer Hardware, Business Intelligence, Software Project..., Microsoft SQL Server, Business Analysis, Requirements Analysis, SDLC, ETL, Enterprise Architecture, Agile Methodologies, Linux, Solaris, System Administration, Testing, HTML, ITIL, Disaster Recovery, Data Modeling, DB2, SharePoint, Requirements Gathering, Systems Analysis, Pre-sales, IT Strategy, Security, Business Objects, Windows, High Availability, Software Installation, Customer Satisfaction, Unix Shell Scripting
Education
Heald College 1991 — 1993
Associate
CMG Financial July 2015 - Present
CruiseOne July 2012 - Present
doTERRA May 2014 - Present
Construction Testing Services August 2012 - November 2014
JPMorgan Chase December 2006 - July 2012
American Financial Lending March 2006 - November 2006
World Capital Mortgage December 2005 - November 2006
Axiom Financial Services April 2005 - December 2005
Keller Williams May 2004 - April 2005
American Financial Lending January 1999 - August 2003
Skills
Loans, Refinance, Mortgage Banking, Banking, Marketing Strategy, Budget, Real Estate, Mortgage Lending, Sales, Customer Service, FHA, Financial Analysis, Marketing, Contract Negotiation, Sales Management, Budgets, Investments, Leadership, Management, Underwriting, Travel Planning, Finance
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Business Management
Heald College 1999 — 2000
Associate, Applied Science, Computer Business Administration
Comerica Bank October 2012 - Present
BBVA Compass March 2010 - October 2012
US Bank April 2009 - April 2010
San Diego Hispanic Chamber 2008 - April 2010
JPMorgan Chase 2005 - 2009
Skills
Loans, Commercial Banking, Lines Of Credit, Credit, Retail Banking, Underwriting, Financial Analysis, Credit Analysis, Cash Management, Credit Risk, Loan Origination, Banking, Portfolio Management, Finance, Treasury Management, Financial Services, Mergers & Acquisitions, Commercial Mortgages, Commercial Lending, SBA, Small Business Lending
Education
The University of Texas at San Antonio 2002 — 2004
Bachelor of Science (B.S.), Criminal Justice Law & the Courts
Hawaii Pacific University 2000 — 2002
Associates, International Business
Xerox January 2015 - August 2015
Calibrus June 2014 - October 2014
Secured Futures October 2013 - January 2014
JP Morgan Chase Bank August 2011 - January 2013
JPMorgan Chase June 2009 - August 2011
Wells Fargo January 2006 - December 2008
Coca-Cola Enterprises January 1994 - December 2005
Skills
Accounting, Data Analysis, Financial Accounting, Mortgage Banking, Materials Management, Fund Accounting, Banking, Budgets, Customer Service, Global Custody, Fund Administration, Public Speaking, Microsoft Office, Product Control, Treasury Services, Management, Leadership, Microsoft Excel, Call Centers, Financial Analysis, Sales, Analysis, Training
Education
Heald College 1992 — 1994
Associate's degree, Accounting and Computer Science
Heald College-Hayward 1992 — 1994
Associate's degree, Accounting and Computer Science
AbbVie June 2013 - Present
PNC March 2012 - May 2013
Huntington National Bank April 2010 - March 2012
JPMorgan Chase August 2004 - December 2008
Skills
Banking, Finance, Mortgage Lending, Credit Analysis, Credit, Financial Analysis, Commercial Banking, Credit Risk, Cash Management, Investments, Risk Management, Mutual Funds, Wealth Management, Asset Management, Financial Services, Business Analysis, Loans, Process Improvement, Forecasting
Education
HEC Lausanne - School of Business 2002 — 2004
Masters of Management, Finance and Financial Management Services
Texas A&M University 2003 — 2003
HEC Study Abroad program, Business Administration
Osmania University 1995 — 1997
MBA, Finance
Acadian Asset Management April 2008 - Present
JPMorgan Chase 2006 - 2007
Skills
Equities, Portfolio Management, Hedge Funds, Quantitative Finance, Trading, Quantitative Analytics, Proprietary Trading, Portfolio Optimization, Equity Research, Asset Allocation, Python, SQL, Investment Strategies, Investment Management, R, Bloomberg, Quantitative Research, Fixed Income, Statistics, Asset Management, Financial Modeling
Education
Harvard University
Master of Arts (MA), Statistics
Harvard University
Bachelor of Arts (BA), Mathematics
HSBC BANK November 2013 - Present
JPMorgan Chase June 2013 - November 2013
HSBC December 2010 - June 2013
FIRST UNITED MORTGAGE BANKING, JERICHO, N.Y August 2004 - August 2005
HSBC BANKING, N.Y, N.Y March 1994 - July 1997
ROYAL BANK OF CANADA, MONTREAL October 1989 - January 1994
Skills
Banking, Loans, Finance, Management, Mortgage Lending, Investments, Portfolio Management
Education
REAL ESTATE 1999 — 1999
LICENSE, REAL ESTATE
H.E.C , hautes études commerciales 1990 — 1993
Bachelor’s Degree, Marketing/ finance
HEC Montréal 1989 — 1993
Bsc, marketting and finance
City of New Orleans July 2013 - Present
City of New Orleans May 2010 - July 2013
JPMorgan Chase January 2007 - May 2010
Mayor's Office of Economic Development, City of New Orleans August 2004 - December 2006
HOPE Community Credit Union 2003 - 2003
Center for Community Change 2002 - 2002
The F.B. Heron Foundation 2001 - 2001
Skills
Government, Economic Development, Public Policy, Policy, Local Government, Urban Planning, Community Development, Program Management, Community Outreach, Strategic Planning, Nonprofits
Education
Harvard University, John F. Kennedy School of Government 2012 — 2014
Master's Degree, Public Policy - Housing & Urban Development
New York University 1998 — 2002
Bachelor's Degree, Metropolitan Studies
Syracuse University September 2013 - Present
Haverford College, Admissions Office August 2012 - May 2013
Haverford College, Admissions Office May 2011 - May 2013
JPMorgan Chase June 2012 - August 2012
Haverford College, Provost's Office August 2009 - December 2011
JPMorgan Chase June 2011 - August 2011
Haverford College, Admissions Office August 2010 - May 2011
Skills
Editing, Spanish, Student Affairs, Project Management, Data Analysis, Leadership, Public Speaking, Event Management, Microsoft Excel, SQL, R, Weka, Statistics, Customer Service, Microsoft Office, Program Development, Writing
Education
Syracuse University 2014 — 2015
Certificate of Advanced Study, Data Science, 3.89
Haverford College 2009 — 2013
Bachelor of Arts, English, Economics
Universitat Pompeu Fabra 2012 — 2012
Study Abroad in Barcelona, Spain, Spanish Language and Literature
Montclair High School 2005 — 2009
Guaranteed Rate February 2015 - Present
Navigate Exchange May 2014 - January 2015
PNC Mortgage March 2013 - May 2014
JPMorgan Chase June 2006 - January 2013
Manhattan Mortgage Group March 2005 - July 2006
Skills
Loan Origination, Sales, Home Equity Loans, Loan Modifications, VA loans, Business Development, MBA, Contract Negotiation, Customer Service, Customer Satisfaction, Customer Retention, Mortgage Lending, Business Process, New Business Development, Management, Interviews, Executive Management, FHA, Mortgage Banking, Loans, Residential Mortgages, Refinance, Commercial Lending, Credit Analysis, Credit, Banking, Mortgage Marketing, VA Loans
Education
Tiffin University 2001 — 2005
Master's degree, Business Administration and Management, General
Heidelberg College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
FranklinCovey August 2011 - Present
FranklinCovey February 2008 - August 2011
JPMorgan Chase 2004 - 2008
Coldstream Financial 2002 - 2004
Cintas 2001 - 2002
University of Tennessee Men's Basketball Team 1997 - 2001
Skills
Group Presentations, Strategic Planning, Marketing Strategy, Microsoft Office, Sales Management, Salesforce.com, Direct Sales, Sales Process, Database Management, Budgeting, Team Leadership, Hiring Personnel, Motivation, System Deployment, Salesforce Training, Event Planning, Social Media, Social Media Marketing, Lead Generation, New Business Development, Team Building, Leadership, Recruiting, Leadership Development, Sales Operations, CRM, Start-ups, Time Management, Cold Calling, Coaching, Public Speaking, Training, Strategy, Sales, Process Improvement, Account Management, Marketing
Education
Haslam College of Business at the University of Tennessee 1997 — 2001
B.S., Marketing
Farragut High School 1994 — 1997
High School Degree, Various
Boeing July 2015 - Present
J.P. Morgan June 2014 - May 2015
State Street Financial Group March 2014 - May 2014
JPMorgan Chase November 2013 - February 2014
Central Bank of Sierra Leone August 2004 - February 2008
National Revenue Authority December 2003 - July 2004
Guaranty Trust Bank (SL) Limited August 2003 - November 2003
PKF International March 2003 - July 2003
Ministry of Finance June 2001 - September 2001
Skills
Mutual Funds, Account Reconciliation, Bank Reconciliation, Banking, Financial Modeling, Financial Analysis, Hedge Funds, Budget Reconciliation, Equities, Alternative Investments, Credit, Investment Banking, Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Auditing
Education
Harvard University 2011 — 2013
Master's degree, Finance
Fourah Bay College, University of Sierra leone 1998 — 2002
Bachelor's degree, Accounting and Finance
CFA Level 2 Candidate
Passed CFA Level 1
CFA Level 1, Finance and Financial Management Services
Bank of America August 2014 - Present
Bank of America October 2013 - August 2014
JPMorgan Chase January 2013 - September 2013
Hickam Youth Programs August 2009 - June 2011
American Savings Bank January 2009 - July 2009
Urban Trust Bank March 2008 - June 2008
CNLBank November 2007 - March 2008
RG Crown Bank June 2005 - November 2007
Skills
Retail Banking, Credit, Commercial Banking, Banking, Customer Service, Data Entry, Wire Transfers, General Ledger, Accounting, Accounts Payable, Analysis, Financial Analysis, Payments
Education
Hawaii Pacific University 2011 — 2013
Benjamin Moore & Co. January 2014 - Present
Benjamin Moore & Co. March 2011 - Present
Benjamin Moore & Co. May 2008 - March 2011
JPMorgan Chase February 2008 - April 2008
i-Engineering Software Pvt.Ltd. October 2004 - November 2007
Skills
Weblogic..., Oracle ADF, Oracle WebCenter Portal, Oracle Content..., JavaScript, Core Java, Hibernate, Spring, CSS, Weblogic Content, jQuery, JSON, JSP, Oracle PL/SQL..., AJAX, Web Services, J2EE Application..., MVC Architecture, Oracle, ADF, Weblogic, Java Enterprise Edition, XML, Java, JDBC, PL/SQL, Servlets, SQL, Databases, Design Patterns, Microsoft SQL Server, PostgreSQL, Ant, WebLogic
Education
Hemchandracharya North Gujarat University 2001 — 2004
Bachelor of Computer Engineering
UBS Financial Services,Inc. February 2011 - Present
Oppenheimer & Co. January 2008 - December 2010
UBS Financial Services,Inc. July 2002 - January 2008
Sole Practitioner January 2001 - July 2002
SunTrust Bank December 1997 - December 2000
Sole Practitioner May 1989 - December 1997
JPMorgan Chase September 1987 - April 1989
Deutsche Bank March 1985 - June 1987
Sallie Mae December 1983 - January 1985
Chemical Bank International Limited November 1981 - November 1983
Education
Harvard College
Bachelor of Arts (BA), Political Science and Government
Whitney National Bank October 2008 - Present
Chase December 2012 - 2014
Whitney National Bank September 2010 - December 2012
Whitney National Bank July 2007 - December 2012
JPMorgan Chase January 1979 - May 2006
Skills
Customer Service, Call Center, Training, Payments, Accounts Payable, Sales, Banking, Commercial Banking, Retail Banking, Credit, Cross Selling, Commercial Lending, Small Business Lending, Relationship Management, Deposits
Education
University of Phoenix 2004 — 2006
Business
Henderson State University 1969 — 1971
Peake High School 1964 — 1969
JPMorgan Chase April 2014 - Present
JPMorgan Chase July 2011 - April 2014
Buchanan Technologies February 2010 - May 2011
PEQ Services + Solutions, Inc. May 2007 - February 2010
Beavercreek City Schools November 1999 - May 2007
ICES Ltd. October 1994 - October 1999
ISN Corp. November 1993 - September 1994
Education
Purdue University 1991 — 1992
MS, Electrical Engineering
Háskóli Íslands 1984 — 1988
BS, Electrical Engineering
Path Technologies, Inc. March 2013 - Present
T. Rowe Price March 2013 - Present
THINC Management Consulting March 2011 - Present
Nationwide Financial February 2009 - February 2011
M&T Bank January 2007 - February 2009
M&T Bank / MTB Investment Advisors 2003 - 2007
MTB Investment Advisors 1998 - 2003
Bank of America (Formerly Fleet Bank) 1998 - 1998
JPMorgan Chase 1990 - 1997
Skills
Risk Management, Portfolio Management, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Strategy, Executive Management, Change Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Investment Policy, Securities, Equities, Financial Risk, Equity Research, Market Risk, Finance, Program Management, Project Portfolio..., Disaster Recovery, Fixed Income Analysis, Mergers & Acquisitions, Investment Management, Private Equity, Alternative Assets, Business Networking, Institutional..., global asset allocation, institutional clients, Strategy Development, Virtual Teams, Fixed Income Products, Professional Networking, Fixed Income Research, Risk Mitigation, Client Retention, Infrastructure Planning, PMO, PMO Design, PMP, Management, Alternative Investments, Analysis, Wealth Management, Financial Analysis
Education
Villanova University 2008 — 2008
PMP, Project Management
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA - Certified Investment Manager Analyst, Investments and Securities
Harvard University, John F. Kennedy School of Government 2002 — 2003
Executive Management Certification, Executive Management
Radboud University Nijmegen 1984 — 1990
Masters, Public & Private Business Administration
JPMorgan Chase July 2014 - Present
Truseals International Inc. August 2013 - March 2014
University of Colorado Denver August 2010 - December 2013
DSST Public Schools June 2012 - July 2013
Bank of Hawaii March 2007 - July 2010
Self Employed January 2006 - March 2007
Hawaii Pacific University December 2003 - May 2006
Skills
Data Analysis, Java, SQL, Research, Matlab, Statistics, Teaching, Analysis, Team Leadership, Visio, SharePoint, Bioinformatics, Biotechnology, Microarray Analysis, Programming, Python, R, Public Speaking, Project Management, HTML, CSS, Higher Education, Microsoft Office, Microsoft Excel, PowerPoint, Technical Writing, Healthcare, Science, Management
Education
University of Colorado at Denver 2010 — 2013
Master's degree, Biomedical Basic Sciences, General (Computational Biology)
Hawaii Pacific University 2003 — 2006
Master of Science (M.Sc.), Management Information Systems, General
University of Buea 1998 — 2002
Bachelors of Science (Bsc.), Microbiology (minor in Medical Laboratory Technology), Life Sciences
Addenda Capital Inc September 2012 - Present
Addenda Capital January 2008 - September 2012
Addenda Capital Inc December 2005 - December 2007
Addenda Capital Inc June 2003 - December 2005
JPMorgan Chase December 2001 - June 2003
JP Morgan Chase June 1997 - December 2001
Laurentian Bank 1995 - 1997
Skills
Bloomberg, Fixed Income, Hedging, Derivatives, Portfolio Management, Credit, Bonds, Financial Markets, Asset Management, Capital Markets
Education
HEC Montréal 1990 — 1994
BAA, Finance
M/I Financial, LLC June 2015 - Present
JPMorgan Chase August 2011 - June 2015
JPMorgan Chase January 2009 - July 2011
Realty Home Mortgage, LLC an Affiliate of Wells Fargo Home Mortgage August 2007 - January 2009
All Residential Equity Mortgage Corporation April 2005 - August 2007
Skills
Start-ups, Entrepreneurship, Networking, Customer Retention, Loans, Banking, Loan Origination, Refinance, Financial Services, Consumer Lending
Education
Villanova University
On- line Certification in Project Management, Project Management
Heidelberg University
BS, Psychology
UBS Investment Bank April 2009 - Present
Morgan Stanley 2007 - 2009
The Picture People 2006 - 2007
JPMorgan Chase May 2000 - October 2004
Hyatt Regency August 1988 - November 1998
Skills
Purchasing, XP, Vendor Management, System Administration, VMware, Servers, Business Analysis, Windows, Troubleshooting, Program Management, Change Management, Team Management, Disaster Recovery, IT Management, Customer Service, Project Management, Outlook, Market Data, Bloomberg Software, Data Center, Management
Education
Heald College 1999 — 2000
AA, Computer Science
San Francisco State University 1986 — 1988
G3-USGS, Geology
Bank of America October 2013 - Present
JPMorgan Chase May 2010 - October 2013
The Hanover Co. (MetLife REI) April 2007 - January 2009
Hewlett-Packard March 2005 - April 2007
Hewlett-Packard June 2004 - August 2004
Skills
Credit Risk, Real Estate Development, Corporate Finance, Underwriting, Capital Markets, Real Estate Lending, Acquisitions, Property Disposition, LIHTC, Portfolio Management, Asset Managment, Asset Management, Leadership, Due Diligence, Finance, Risk Management, Private Equity, Commercial Real Estate, Banking, Entrepreneurship, Real Estate, Analytics, Financial Structuring, Investment Properties
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
HEC School of Management 2004 — 2004
MBA Exchange
University of Pittsburgh 1996 — 1998
MS
Lincoln University 1992 — 1996
Bachelor of Science
TD Insurance September 2011 - March 2013
TD Insurance April 2011 - September 2011
Eli Lilly Canada Inc. September 2007 - September 2008
DuPont July 2007 - August 2007
JPMorgan Chase 2001 - 2004
GE Capital (Financial Assurance, NY) 2000 - 2001
GE Plastics 1998 - 2000
Skills
Change Management, Program Management, Business Process..., Cross-functional Team..., Process Improvement, Leadership, Continuous Improvement, Project Management, Six Sigma, CRM, Operational Excellence, Analysis, Business Process..., Operations Management
Education
Université de Montréal - HEC Montréal 2006 — 2007
MBA, MBA
McGill University 1993 — 1997
B.Sc., Major: Chemistry & Minor: Chemical Engineering
JPMorgan Chase September 2007 - Present
JP Morgan Chase 2007 - Present
Education
Heidelberg University 1995 — 1995
Luxottica May 2008 - Present
JPMorgan Chase September 1997 - August 2003
Frigidaire Home Products August 1994 - September 1997
Modine Manufacturing Company October 1985 - August 1994
Skills
Employee Engagement, Employee Relations, Human Resources, Employment Law, Labor Relations, Leadership Development, Union Avoidance, Leadership, Policy, Management, Succession Planning, Onboarding, Employee Benefits, Talent Management, Change Management, Talent Acquisition, FMLA, Organizational..., Benefits Administration
Education
University of Tennessee-Knoxville - College of Business Administration 1986 — 1989
Master of Business Administration (MBA)
Miami University 1978 — 1981
Bachelor of Business Administration (BBA), Human Resources Management
BlackRock 2010 - Present
JPMorgan Chase 1982 - 2009
Skills
Employee Engagement, Talent Acquisition, Onboarding, Organizational..., Succession Planning, Applicant Tracking..., Talent Management, Human Resources, Recruiting, College Recruiting, Financial Services, Process Improvement, Executive Search, Performance Management, HRIS, Technical Recruiting, Employee Relations, Training, Strategic Partnerships, Sourcing, Leadership
Education
Harvard University Graduate School of Education
Tufts University
B.A., Psychology
BNY Mellon 2015 - Present
BNY Mellon November 2012 - 2015
JPMorgan Chase 2012 - 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD 2009 - 2010
SAM Holding (Property) Co 2007 - 2009
China Life Insurance Co.Ltd October 2006 - November 2006
China Petroleum July 2005 - August 2005
Skills
Analysis, Finance, Risk Management, Management, Business Analysis, Corporate Finance, Portfolio Management, Budgets, Leadership, Strategic Planning, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Operations Management, Derivatives, FX Options, Fixed Income, Equities, Bloomberg
Education
Penn State University 2013 — 2015
Master of Business Administration (MBA), MBA
Harvard University 2011 — 2011
Management Behavior and Economics
Loughborough University 2005 — 2006
MA, Banking and Financial Markets
London South Bank University 2002 — 2005
BA (Hons), Accounting & Finance
The London School of Economics and Political Science (LSE)
Bank of America November 2014 - Present
24 Asset Management January 2014 - November 2014
Chase October 2007 - November 2013
JPMorgan Chase April 2006 - October 2007
H&R Block November 2003 - November 2005
TD November 2000 - June 2002
Skills
Portfolio Management, Management, Sales, Loan Servicing, Real Estate, Contract Negotiation, Asset Management, REO, Underwriting, Marketing, Investor Relations, Fraud Detection, Risk Management, Project Management, National Portfolio..., Sellers, Entrepreneurship, Finance, Loss Mitigation, Investments, Mortgage Underwriting, Funding, Commercial Lending, Mortgage Servicing, Consumer Lending, Valuation, Commercial Mortgages, Referrals, Real Estate Financing
Education
Harvard University 1996 — 2000
Bachelor of Liberal Arts, cum laude honors, English Language and Literature, General
JPMorgan Chase May 2012 - Present
Bookxchange September 2009 - January 2010
CUTCO Cutlery September 2009 - January 2010
Skills
Entrepreneurship, Marketing, Sales, Management Consulting, Budgets, Consulting, Data Analysis, Research, Stata, Microsoft Excel, Spanish, Public Speaking
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts (M.A.), Instructional Technology and Media
Harvard University 2005 — 2011
Bachelor of Arts (B.A.), Biochemistry
Deloitte Financial Advisory Services LLP August 2014 - Present
JPMorgan Chase December 2013 - July 2014
JPMorgan Chase September 2013 - December 2013
The Zdrilich Law Group October 2012 - November 2013
Lawyers Without Borders April 2013 - April 2013
J.P. Turner & Co. January 2013 - March 2013
United Nations Association 2010 - 2013
Federal Trade Commission May 2012 - July 2012
Georgia State Legislature January 2012 - April 2012
Equal Employment Opportunity Commission (Atlanta Office) May 2011 - December 2011
Skills
Legal Writing, Securities, Mergers & Acquisitions, Mediation, Litigation, Investments, Series 7, Corporate Law, Insurance, Series 63, Equities, Legal Research, Public Speaking, Brokerage, Derivatives, Options, Six Sigma, Analysis, Finance, Civil Litigation, Research, SharePoint, Management, Leadership
Education
John Marshall Law School 2010 — 2013
J.D., Law
Harvard University
Bachelors of Liberal Arts, Government
JP Morgan Chase August 2007 - Present
JP Morgan December 2005 - August 2007
Brown Brothers & Harriman June 2005 - December 2005
Brown Brothers & Harriman June 2004 - June 2005
J.P. Morgan June 2003 - June 2004
JPMorgan Chase November 2001 - June 2003
JPMorgan Chase December 1999 - November 2001
Skills
Fund Accounting, Accounting, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Services, Mergers & Acquisitions, Auditing, Corporate Actions, Bloomberg, Financial Risk, Asset Management, Financial Statements, Leadership, Securities, Hedge Funds, CRM, Derivatives, Analysis, Fixed Income, Equities, Insurance, Investments
Education
Northeastern University 1997 — 2003
Bachelor of Science, Finance
Harvard University
Censeo Consulting Group August 2013 - Present
Inmobiliaria Enexa June 2012 - August 2012
Censeo Consulting Group June 2011 - August 2011
JPMorgan Chase July 2006 - July 2010
Skills
Financial Analysis, Corporate Finance, Equities, Public Speaking, Investments, Financial Modeling, Valuation, Non-profit Leadership, Due Diligence, Business Strategy, Management Consulting, Strategy, Fundraising, Entrepreneurship, Emerging Markets, Portfolio Management, Determination
Education
Harvard University Kennedy School of Government 2010 — 2013
Master in Public Administration, Public Private Partnerships
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2013
Master in Business Administration, Sustainability Certificate
University of Richmond 2002 — 2006
Economics, Business Administration, Mathematics, German, Economics
First Data Corporation January 2010 - Present
GlaxoSmithKline January 2009 - May 2009
JPMorgan Chase August 2008 - January 2009
Centocor April 2007 - July 2008
AOL August 2005 - February 2007
Harvard University May 2002 - December 2005
Visa April 2000 - May 2001
Skills
Cross-functional Team..., Program Management, Project Management, CRM, Software Documentation, Strategy, PMO
Education
Harvard University
Certificate of Special Studies, Administration and Management
Juniata College
B.A
University of Pennsylvania
Certification, Accounting and Business
Lagoa Capital Partners LLC 2005 - Present
Trust Company of the West 2000 - 2004
JPMorgan Chase January 1999 - December 2000
Daiwa Securities December 1996 - January 1999
Nomura 1994 - 1996
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Skills
Private Equity, Venture Capital, Investment Banking, Mergers & Acquisitions, Equity Research, Alternative Investments, Portfolio Management, Valuation, Emerging Markets, Corporate Development, Corporate Finance, Competitive Analysis, LBO, Securities, Capital Markets, Principal Investing, Fixed Income, High Yield, Corporate Partnership..., M&A Negotiations, M&A Research, M&A work, Acquisition Targeting, Social Impact, Environmental Impact..., Corporate Governance, US GAAP, Board of Directors, Advisory Boards, Corporate Advisory, Investor Presentations, Investor Liaison, Investor Relations, ESG, Sustainability, Risk Management, Hedge Funds
Education
Harvard University 1989 — 1992
Entrepreneurship/ Finance
University of Maryland - Robert H. Smith School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
GE Capital April 2015 - Present
Citi January 2013 - April 2015
JPMorgan Chase October 2012 - December 2012
JPMorgan Chase October 2011 - September 2012
JPMorganChase January 2011 - September 2011
JP Morgan Chase 2006 - December 2010
Financial Crimes Enforcement Network 2003 - 2006
US Treasury 2001 - 2003
Williams & Connolly LLP 1998 - 2001
Choate, Hall & Stewart 1996 - 1998
Education
The University of Texas School of Law 1992 — 1995
JD
Hastings College 1988 — 1992
BA, Mathematics
JPMorgan Chase December 2009 - Present
Merrill Lynch March 2004 - December 2009
Morgan Stanley 1997 - 2004
Education
Obafemi Awolowo University 1993 — 1994
Harvard University
Stony Brook University
JPMorgan Chase April 2008 - Present
Impact Entertainment March 2006 - February 2007
Ronin Capital September 2004 - March 2006
Education
Harvard University 2000 — 2004
JPMorgan Chase October 2013 - Present
JPMorgan Chase May 2007 - October 2013
Education
University of North Texas 2004 — 2006
MS, Computer Engineering
University of North Texas 1998 — 2004
BS, Computer Science
Harvey Mudd College 1999 — 2003
BS, Engineering
Twin Capital Management LLC October 2014 - Present
Citi 2013 - 2014
JPMorgan Chase January 2009 - August 2011
JPMorgan May 2008 - December 2008
JPMorgan Chase October 2005 - May 2008
BNP Paribas September 2004 - May 2005
Skills
Hedge Funds, Financial Modeling, Valuation, Asset Managment, Bloomberg, Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Investments, Trading, Quantitative Analytics, Risk Management, Equities, Financial Analysis, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Corporate Finance
Education
University of California 2011 — 2013
Master of Business Administration (MBA), Finance, General
New York University 2001 — 2005
Bachelor of Arts (B.A.), Economics
HEC
American Red Cross September 2014 - Present
General Motors Asset Management April 2007 - September 2014
General Motors Asset Management February 2003 - April 2007
JPMorgan Chase September 2001 - October 2002
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management, Asset Allocation, Investments
Education
Harvard College 1997 — 2001
Bachelor of Arts (B.A.), Economics, Latin American Studies
Regis High School 1993 — 1997
JPMorgan September 2011 - Present
JPMorgan Chase June 2005 - August 2011
Credit Suisse First Boston August 2000 - May 2005
ING Barings June 1999 - July 2000
Skills
Capital Markets, Hedge Funds, Real Estate, Equities, Investment Banking, Valuation, Equity Research, Emerging Markets, Investments
Education
International University of Japan 1997 — 1999
MBA, Finance
Harvard University 1993 — 1997
BA, Social Anthropology
Real Soft, Inc. September 2014 - Present
FDIC ECTSO 2012 - Present
JPMorgan Chase November 2009 - December 2010
Penncro March 2007 - December 2009
select protfillo services January 2001 - June 2006
Ford Motor Credit Company March 1995 - June 1999
Bank of Perry Country 1983 - 1995
Skills
Loans, Mortgage Lending, Credit, Mortgage Servicing, Call Centers, Financial Analysis, Loan Servicing, Loss Mitigation, Credit Analysis, Portfolio Management, Customer Service, Banking, AML, Analysis, Asset, Asset Based Lending, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit Cards, Credit Risk, Default, Due Diligence, Executive Management, FHA, Finance, Financial Institutions, Financial Risk, Financial Services, Financial Structuring, Funding, Insurance, Investments, Lines Of Credit, Loan Modifications, Loan Origination, Mortgage Banking, Mortgage Underwriting, Operational Risk..., Real Estate, Real Estate Economics, Refinance, Relationship Management, Residential Mortgages, Retail Banking, Risk Management, Small Business Lending
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor's degree, Finance
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase August 2012 - Present
Tuck School of Business at Dartmouth College July 2010 - June 2012
Morgan Stanley June 2008 - July 2010
Morgan Stanley, Financial Control Group January 2007 - June 2008
Skills
Financial Analysis, Strategy, Emerging Markets, Business Strategy, Venture Capital, Financial Modeling, DCF, Valuation, Corporate Finance, Due Diligence, Data Analysis, Management Consulting, Start-ups, Corporate Development
Education
The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration with Distinction, Business Administration and Management, General
Haverford College 2002 — 2007
Bachelor of Arts (B.A.), Economics / Mathematical Economics
Phipps Houses 2008 - Present
Neighbors Helping Neighbors 2005 - 2013
Bell House / Union Hall 2005 - 2010
The Hudson Companies 2004 - 2008
New York State Housing Finance Agency July 1996 - April 2004
JP Morgan Chase August 1993 - July 1996
JPMorgan Chase 1993 - 1996
The Development Fund January 1991 - May 1993
NYC Department of Housing Preservation & Development August 1989 - December 1990
Skills
Real Estate Development, Affordable Housing, Nonprofits, Community Development, Real Estate Economics, Real Estate, Management
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, Real Estate
Harvard University 1985 — 1989
BA, Social Studies
Tory Burch December 2009 - Present
charity: water June 2009 - August 2009
Prada February 2009 - June 2009
JPMorgan Chase June 2007 - August 2007
McCann Worldgroup June 2005 - August 2005
Skills
Merchandising, Marketing Strategy, Fashion, Microsoft Office, Retail, Trend Analysis, Luxury Goods, Competitive Analysis, Market Research, Ecommerce, Brand M, Apparel, E-commerce, Marketing, PowerPoint, Strategy, Sales
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
Economics and Urban Design and Architectural Studies, BS
Harvard University Graduate School of Design 2006 — 2006
Architecture Design Program
Smith College 2005 — 2006
Bachelor of Arts (B.A.), Economics and Architecture
Taipei American School 2001 — 2005
Secondary School
JPMorgan Chase January 2014 - Present
Genova, Burns & Giantomasi June 2012 - August 2012
Prudential Financial November 2011 - May 2012
Superior Court of New Jersey October 2011 - April 2012
Prudential Financial May 2011 - August 2011
Podell, Schwartz, Schechter & Banfield, LLP September 2008 - August 2010
Skills
Legal Writing, Legal Research, Public Policy, Westlaw
Education
Rutgers University School of Law - Newark 2010 — 2013
J.D.
Haverford College 2004 — 2008
B.A., Political Science
J.P. Morgan February 2014 - August 2014
J.P. Morgan June 2011 - January 2014
JPMorgan Chase 2010 - 2010
Bank of Thailand June 2009 - August 2009
Skills
Financial Modeling, Financial Structuring, R, Bloomberg, Valuation, Equity Derivatives, Fixed Income, Options, Trading, Economics, Equities, Derivatives
Education
Harvard University 2014 — 2018
Doctor of Philosophy (Ph.D.), Economics
Stanford University 2008 — 2011
MS, Financial Mathematics
Stanford University 2007 — 2011
BS, Mathematics, Mathematical and Computational Sciences
Randall T. Butts, Attorney at Law May 1998 - Present
JPMorgan Chase August 2009 - September 2014
City of Chicago February 2001 - February 2008
City of Chicago June 1999 - February 2001
Seaway National Bank Chicago November 1993 - May 1999
Skills
Economic Development, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Urban Redevelopment, Commercial Lending, Site Acquisition, Title Clearing, Contract Negotiation, Zoning, Land Use, Real Estate Financing, Tax Increment Financing, Lease Negotiations, Project Management, Mortgage Underwriting, Financial Analysis, Government Relations, Dispute Resolution, Nonprofits, Public Policy, Affordable Housing, Government, Community Outreach, Grants, Redevelopment, Real Estate, Proposal Writing, Management, Property Management
Education
Loyola University Chicago School of Law 1994 — 1998
Juris Doctor (J.D.)
Harvard University 1984 — 1988
Bachelor's Degree, Economics
Union Bank November 2010 - Present
JPMorgan Chase March 2006 - Present
Skills
Banking, Credit Cards, Business Analysis, Risk Management, Credit, Financial Services, Visio, Business Objects, Business Requirements, Analysis, Business Process..., Business Intelligence
Education
Harvard University
Master of Liberal Arts, Information Technology (ALM-IT) – degree candidate
Dominican University of California
BA, International Business
Pet Food Experts September 2014 - Present
Design Mark Industries, Inc. June 2007 - June 2013
Moors & Cabot 2002 - 2007
Merrill Lynch 1987 - 1995
JPMorgan Chase 1979 - 1987
Skills
Corporate Finance, Management, Accounting, Strategy, Strategic Planning, Venture Capital
Education
Harvard University 1973 — 1978
AB, Organizational Psychology
Saint George's School, Newport RI 1971 — 1973
Aon January 2005 - Present
Aon Risk Services Companies, Inc. 2002 - Present
Aon Risk Services 2002 - Present
Friends of the Chicago River 1988 - Present
Friends of the chicago River 1995 - 2010
Bank One 1992 - 2002
JPMorgan Chase 1982 - 2002
BankOne 1982 - 2002
First National Bank of Chicago 1983 - 1995
Skills
Financial Systems, Risk Management, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Strategy, Insurance, Strategic Planning, Underwriting, Financial Risk, Business Strategy, Corporate Finance, Acquisition Integration, Mergers, Strategic Financial..., Strategic Leadership, Finance, Project Management, Due Diligence, Management, Leadership, Process Improvement, Business Analysis, Management Consulting
Education
Yale University - Yale School of Management 1976 — 1978
MBA, Management
Harvard University 1969 — 1973
Bachelor of Arts (B.A.), Economics
JPMorgan Chase Vice PresidentChase Manhattan Corporation1984 - Present
The Chase Manhattan Bank 1984 - Present
JP Morgan Chase 1984 - Present
Skills
Middle Office, Equities, Portfolio Management, Consumer Lending, Loans, Mortgage Lending, Commercial Lending, Derivatives, Banking, Risk Management, Series 63, Fixed Income, Small Business Lending, Series 7, Financial Services, Securities, Credit
Education
Haverford College 1977 — 1981
B.A., Philosophy
Security Properties January 2013 - Present
Community Funding Group February 2012 - January 2013
JPMorgan Chase August 2009 - July 2011
Scientific Properties May 2008 - April 2009
Washington, DC Office of Planning May 2007 - July 2007
Smart Growth America February 2004 - February 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
University of North Carolina at Chapel Hill 2006 — 2009
Master of City and Regional Planning
Harvard University 1999 — 2003
A.B.
National Cathedral School
SteelRiver Infrastructure Partners 2006 - Present
City of Knoxville 2003 - 2006
Barclays Capital 2001 - 2003
JPMorgan Chase 1985 - 2001
Education
LEADERSHIP KNOXVILLE 2006 — 2006
Haslam College of Business at the University of Tennessee 1977 — 1981
BS, Finance
Two Sigma Investments March 2012 - Present
JPMorgan Chase June 2010 - August 2010
Skills
Physics, Mathematical Modeling, Theoretical Physics, LaTeX, Matlab, Python, Java, NumPy, C++, Algorithms, Convex Optimization, Machine Learning, Quantitative Finance, C
Education
Harvard University 2005 — 2012
PhD, Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 2001 — 2005
BSc, Physics
East Harlem Tutorial Program October 2013 - Present
UPD Consulting October 2011 - October 2013
Education Pioneers 2011 - 2011
Teach for America June 2008 - July 2010
Atlanta Public Schools August 2004 - July 2007
JPMorgan Chase 2003 - 2003
Skills
Education Policy, Curriculum Design, Curriculum Development, Teaching, Teachers, Educational Leadership, Tutoring, Staff Development, Non-profits, Education Reform, Nonprofits, Educational Technology, Classroom, Teacher Training, Community Outreach, Program Development
Education
Harvard University Graduate School of Education 2010 — 2011
EdM, Education Policy and Management
Spelman College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Disney Consumer Products 2013 - Present
Disney Consumer Products 2011 - 2012
The Walt Disney Studios September 2010 - December 2011
Oliver Wyman (formerly Mercer Management Consulting) September 2007 - January 2010
Homestead Technologies 2003 - 2005
JPMorgan Chase 1999 - 2002
Education
Harvard University
Bachelor, Economics
Northwestern University - Kellogg School of Management
Retired Financial Services Executive January 2008 - August 2009
Pentegra Retirement Services March 2003 - March 2006
cigna retirement services 2001 - 2003
Prudential Retirement Services December 1998 - March 2001
Putnam Investments August 1995 - November 1998
Putnam Investments 1995 - 1998
JPMorgan Chase September 1986 - August 1995
Chemical Bank 1987 - 1995
JP Morgan 1986 - 1995
IBM December 1972 - August 1986
Education
Stanford University Graduate School of Business 1984 — 1985
Masters of Science in Management, Business Administration
Haslam College of Business at the University of Tennessee 1968 — 1972
BS-Accounting, Accounting
JPMorgan Chase September 2011 - Present
BNY Mellon April 2007 - April 2012
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Investment Banking, Trading Systems, Structured Products, Equity Derivatives, Portfolio Management, Trading, Market Risk, Options, Financial Markets, Quantitative Finance, FX Options, Risk Management, Credit Derivatives, Financial Modeling, Valuation, Swaps, Interest Rate...
Education
Harvard University
PhD, Physics
National Taiwan University
WMNF Community Radio November 2014 - Present
Chase 2011 - Present
WMNF Community Radio November 2013 - November 2014
JPMorgan Chase January 2010 - October 2014
Skills
Social Media, Politics, Research, Public Speaking, Nonprofits, Editing, Community Outreach, Microsoft Office, Policy Analysis, Event Planning, Fundraising, Public Policy, Volunteer Management, Data Analysis
Education
Haverford College 2003 — 2008
Bachelor of Arts (BA), History
Unisys July 2010 - Present
CompuCom November 2009 - March 2010
JPMorgan Chase November 2007 - August 2009
Ajilon August 2006 - November 2007
Wal-Mart April 2002 - August 2006
Kinko's April 1999 - November 2001
Monument Mortgage February 1999 - April 1999
Fall River Public Schools September 1989 - April 1994
Skills
Lotus Notes, Active Directory, Outlook, Excel, PowerPoint, Troubleshooting, Technical Support, Software Installation, Help Desk Support, Microsoft Excel, Hardware, Windows XP, Software Documentation, XP, Windows, Printers, Windows 7, VPN, Laptops, Security, Operating Systems
Education
Heald College 1998 — 1999
Associate's in Applied Sciences, Computer Technology
University of Massachusetts, Amherst 1985 — 1988
Bacelor's of Music, Music Education
Susquehanna University 1983 — 1985
2 year's towards Bachelor's of Music in Music Education, Music Education
JPMorgan Chase November 2009 - July 2013
Online Computer Library Center October 1992 - April 2009
Skills
Training, Customer Service, Windows XP, Databases
Education
Heidelberg University 1976 — 1981
B.S., Business Administration
Terra Technical College
A.A.S., Mechanical Design
JPMorgan Chase January 1994 - Present
Skills
Banking, Loans, Securities, Credit, Risk Management, Capital Markets, Mortgage Lending, Commercial Lending, AML, Financial Services, Financial Risk, Commercial Banking, Series 7, Equities, Fixed Income, Anti Money Laundering
Education
Heidelberg College
Bachelor of Science (BS), Mathematics, Political Science
The Ohio State University Moritz College of Law
Apollo Education Group May 2014 - Present
JPMorgan Chase April 2007 - September 2009
Washington Mutual November 2005 - March 2007
Washington Mutual December 2004 - November 2005
Washington Mutual September 2003 - December 2004
Washington Mutual March 1999 - September 2003
Skills
IBM iSeries, Leadership, Banking, Training
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2012 — 2013
Bachelor of Science (BS), Management
Heald College
A.A.S Degree, Business Administration/ Accounting
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2013 - January 2014
JPMorgan Chase July 2012 - February 2013
JPMorgan Chase July 2010 - June 2012
Mutual of America 2009 - 2009
Skills
Microsoft Office, Data Analysis, Equities, Securities
Education
Harvard University 2006 — 2010
B.A., Economics
Goldman Sachs July 2014 - Present
JPMorgan Chase June 2013 - July 2014
Harvard University July 2006 - March 2013
Institute of Solid State Physics September 2004 - May 2006
Skills
Physics, Mathematical Modeling, Matlab, Applied Mathematics, Microscopy, Science, Experimental Design, C++, High Pressure Physics, High Pressure, Labview, Cryogenics, Digital Imaging, Python
Education
Harvard University 2006 — 2012
Doctor of Philosophy (Ph.D.), Physics
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 2001 — 2006
Bachelor of Science (BS), applied physics and math
fml #2
fml #2
fml 2
CMG Financial May 2014 - Present
JPMorgan Chase September 2012 - November 2013
Star-Tam Inc. September 2008 - September 2012
Option One Mortgage 1998 - 2007
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, Residential Mortgages, USDA, Banking, Customer Service, Sales, Financial Analysis, Credit, Credit Analysis, Leadership, Underwriting, Training, Team Building, Sales Management, Negotiation, VA loans
Education
Heald College 1995 — 1997
AAS, Business
Castro Valley High 1993 — 1995
Diploma, Basic/Marketing
Alpha Audiotronics, Inc. April 2015 - Present
Wachtell, Lipton, Rosen & Katz October 2012 - April 2015
JPMorgan Chase 2007 - 2008
Education
Yale Law School 2009 — 2012
Doctor of Law (J.D.)
Harvard University 2003 — 2007
A.B., Social Studies
JPMorgan Chase July 2007 - December 2012
Wellsfargo May 2006 - August 2006
Education
Harvard University 2004 — 2007
Economic & Mathematics
siuc
Kilpatrick Townsend & Stockton LLP June 2014 - Present
JPMorgan Chase June 2011 - June 2014
U.S. Department of Energy July 2009 - June 2011
Mayer Brown LLP April 2008 - June 2009
Hunton & Williams LLP March 1996 - April 2008
Skills
Project Finance, Structured Commodity..., Renewable Energy, Renewable Energy Finance, Clean Technology, Energy Policy, Renewable Energy Policy, Energy, Structured Finance, Cleantech, Mergers & Acquisitions, Energy Efficiency, Finance, Policy, Venture Capital, Strategic Planning, Joint Ventures
Education
Stanford University Law School 1987 — 1990
JD, Law
Stanford University Graduate School of Business 1986 — 1990
MBA, Business
Harvard University 1979 — 1983
BA, Economics, Magna Cum Laude
Bank of America July 2005 - Present
JPMorgan Chase 2003 - 2005
JPMorgan Chase 1988 - 2003
McKinsey & Company 1984 - 1988
Bell Telephone Laboratories 1981 - 1984
Skills
Risk Management, Market Risk, Quantitative Finance, Strategic Planning, Capital Allocation, Operational Risk, Risk Analytics, Corporate Finance, Credit Derivatives, Portfolio Management, Equities, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Financial Risk
Education
University of Chicago
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign
Ph.D., Theoretical Physics
Harvard University
A.B., Physics
J.P. Morgan August 2014 - Present
University of Michigan Ross School of Business March 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Skills
Acrylic Painting, Mutual Funds, Securities, Multilingual, Data Analysis, Statistics, Entrepreneurship, Microsoft Office, Economics, Leadership, Financial Analysis, Financial Modeling, Business Strategy, Market Research, Finance, PowerPoint, Microsoft Excel, Research, Financial Markets, Analytics, Business Analysis, Spanish
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management, and Strategy
London School of Economics and Political Science 2012 — 2012
Summer School Student, Management 205: Competitive Strategy and Game Theory
Marlboro High School 2007 — 2011
Magnet Business Learning Center Program
Wharton School of Business 2010 — 2010
Leadership of the Business World Summer Program, Summer Program
Harvard University 2009 — 2009
Summer School Student, Summer Program
U.S. Department of Housing and Urban Development February 2015 - Present
Philanthropy and Grants Management February 2013 - Present
JPMorgan Chase June 2010 - August 2012
JPMorgan Chase 2012 - 2012
Bank of America March 2006 - June 2010
Funders' Network for Smart Growth and Livable Communities July 2002 - December 2005
Standard and Poor's September 2001 - May 2002
Skills
Corporate Social..., Economic Development, Non-profits, Community Development, Fundraising, Philanthropy, Strategy, Real Estate Development, International..., Public Relations, Social Media, Policy, Policy Analysis, Program Management, Public Speaking, Program Evaluation, Program Development, Nonprofits, Strategic Partnerships, Grants, Leadership, Politics, Press Releases, Government, Strategic Communications, Project Management, Organizational..., Editing, Leadership Development, International Relations, Workshop Facilitation, Spanish
Education
University of Pennsylvania 2006 — 2008
CUREX Fellow, Center for Urban Redevelopment Excellence
Harvard University, John F. Kennedy School of Government 1999 — 2001
Master Degree, Public Policy
University of California, Berkeley 1996 — 1999
Bachelor Degree, American Studies
Universidad Complutense de Madrid 1997 — 1998
Education Abroad Program, International Business
University of California, Berkeley 1997 — 1997
Public Policy International Affairs Fellow (PPIA), PPIA
TelosLax January 2015 - Present
Major League Lacrosse March 2014 - Present
JPMorgan Chase July 2011 - March 2014
Sandler O'Neill & Partners, L.P. June 2011 - August 2011
CapGen Financial Group June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Ruby on Rails, Growth Hacking
Education
Harvard University 2007 — 2011
Bachelor's degree, Psychology
Garden City High School 2003 — 2007
Google December 2014 - Present
JPMorgan Chase May 2013 - November 2014
Booz & Company September 2012 - May 2013
Global Health Strategies June 2011 - August 2011
Harvard University January 2011 - May 2011
Harvard University October 2010 - January 2011
VivaKi June 2010 - August 2010
Lamont Library Cafe January 2009 - September 2009
The Office of Congresswoman Barbara Lee June 2008 - August 2008
Skills
Data Analysis, Financial Modeling, Stata, International..., Policy Analysis, Global Health, Microsoft Excel, PowerPoint, Healthcare Consulting, Sawtooth, Conjoint Analysis, AutoCAD, FinalCut Pro, Photoshop, Healthcare Management, Healthcare Information..., Mandarin, Cantonese, Competitive Analysis, Business Strategy, Research, International Health, Capacity Planning, Process Improvement, Change Management, Operations Management, Financial Services, Strategy, Analysis, Management
Education
Harvard University 2008 — 2012
B.A., Social Studies
University of California, Berkeley 2007 — 2007
Summer 2007, Berkeley Summer Institute for the Global Generation
Oakland Technical High School
Castleton Commodities International October 2013 - Present
Arrowhawk Capital / Arbalet Capital February 2010 - September 2013
JPMorgan Chase July 2005 - February 2010
Education
Harvard University 2001 — 2005
B.A and M.A, Applied Math/Econ and Statistics
LDCENY November 2000 - Present
JPMorgan Chase November 1996 - May 2000
Education
Harvard University 1989 — 1991
Certificate, Mangement
Syracuse University 1980 — 1985
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Self-employed September 2012 - Present
BRicK Partners, LLC August 2012 - Present
Affordable Housing Investors Council January 2010 - March 2011
JPMorgan Chase 1995 - 2010
Illinois Facilities Fund 1992 - 1995
Congressional Human Rights Caucus 1986 - 1989
Skills
Public Policy, Private Equity, Non-profits, Strategic Planning, Due Diligence, Negotiation, Fundraising, Research, Public Speaking, Team Building, Community Outreach, Contract Negotiation, Organizational...
Education
Kennedy School of Government, Harvard University 1989 — 1991
Master of Public Policy
University of Michigan 1982 — 1986
Bachelor of Arts (B.A.), Industrial Relations
Deutsche Bank January 2015 - Present
JPMorgan Chase 2005 - 2013
JPMorgan Chase 2000 - 2004
Bank of America 1997 - 1999
Bank of America 1994 - 1996
Bank of America 1992 - 1994
Bank of America 1990 - 1992
Skills
UHNW and HNW global..., Investment Management, Wealth Advisory, Credit, Team building /..., Hiring / Training /..., Latin America, Mexico / Central America, International / US /..., Capital Markets, Derivatives, Fixed Income, Institutional..., Portfolio Management, Risk Management, Sales Management, Securities, Series 63, Series 7, Wealth, Financial Modeling, Corporate Finance, Alternative Investments, Investment Banking, Wealth Management
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
HEC
Master of Business Administration (MBA)
University of Buenos Aires, School of Law
J.D. - Abogado
JPMorgan Chase March 2013 - Present
State Street 2006 - 2011
Education
Harvard University 2009 — 2012
Master's degree, Management
Harvard University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase 2009 - 2011
Teach For America 2007 - 2009
Education
University of Colorado School of Medicine 2012 — 2016
Pace University 2007 — 2009
Master of Science (MS), Secondary Education and Teaching
Harvard College 2003 — 2007
Bachelor of Arts (B.A.), Human Evolutionary Biology
JPMorgan Chase July 2008 - Present
JPMorgan Chase Bank, N.A. July 2008 - Present
Huntington National Bank July 2007 - July 2008
LandSel Title Agency, Inc. February 2001 - July 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, Underwriting, FHA financing, Consumer Lending, Mortgage Underwriting, Commercial Lending, Credit Risk, Financial Analysis, Finance
Education
Heidelberg College 1996 — 2001
Bachelor of Arts (BA), History and Philosophy
Bishop Hartley High School 1992 — 1996
ININE TECHNOLOGIES LLC / Diaspark Inc 2006 - Present
HSBC March 2008 - December 2008
First Data Corporation June 2007 - December 2007
Philadelphia Stock Exchange December 2006 - April 2007
Circuit City September 2006 - December 2006
JPMorgan Chase March 2001 - May 2006
Skills
Oracle, Software Project..., T-SQL, Requirements Analysis, C++, Unix, Unix Shell Scripting, Unit Testing, Quality Assurance
Education
Harvard University 2009 — 2016
Master of Science (MS), Management Information Systems, General
University of Delaware 1996 — 2000
Bachelor of Science (BS), Computer Science
JPMorgan Chase January 2005 - July 2013
Education
Harvard University 2011 — 2015
JPMorgan Chase
Education
Hawaii Pacific University
Bachelor of Business Administration (BBA), Accounting and Finance
University of Phoenix-Houston Campus
Master of Business Administration (MBA)
JPMorgan Chase 2003 - 2006
JPMorgan Chase January 2001 - June 2003
Chase Manhattan January 1992 - December 2000
Skills
Credit, Financial Services, Financial Risk, Investments, Strategic Planning, Banking, Fixed Income, Executive Management, Risk Management, Loans, Financial Analysis, Client Development, Wealth Management, Book Publishing, Book Editing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1971 — 1973
MBA
Harvard University 1966 — 1970
A.B. cum laude, Economics and Pre-Medicine
Ravenna High School; Ravenna, Ohio 1962 — 1966
Valedictorian
Army War College
National Security Seminar Certificate 2014
Princeton Theological Seminary
Theology and Ministry Certificate 2014
Citi April 2007 - Present
Kya's Krusade Inc. March 2006 - Present
JPMorgan Chase December 2004 - March 2007
The BISYS Group, Inc. (now Citi Fund Services Ohio, Inc.) November 1999 - August 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Non-profit Leadership, Strategic Planning, Budgets, Creative Problem Solving, Writing, Project Management, Marketing Communications, Microsoft Office, Volunteer Management
Education
University of Illinois at Chicago 2006 — 2006
Certificate, Non-Profit Management
Harvard University 2001 — 2003
Health Careers Program (Post-baccalaureate Pre-medical Sciences)
Wellesley College 1995 — 1999
Bachelor of Arts (BA), Economics and Psychology
JPMorgan Chase June 2011 - Present
Evergreen Realty, HomeSmart January 2014 - August 2014
Skills
Mortgage Lending, FHA, Real Estate
Education
Hawaii Pacific University 2001 — 2004
Master's degree, Business Administration and Management, General