JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase Employees
Employee
Years
Job
Industry
Andrew Hedegard Andrew Hedegard's JPMorgan Chase Experience January 2011 - Present
Job Middle Market Banking at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase January 2011 - Present
National City Bank 2008 - 2010
Bankers Business Group December 2004 - June 2008
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Treasury Services, Commercial Banking, I work with Companies..., CRM, Cash Flow, Consumer Lending, Credit, Credit Analysis, Cross Selling, Loan Origination, Loans, Treasury Management
Education
University of Saint Francis 2000 — 2004
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase January 2011 - Present
National City Bank 2008 - 2010
Bankers Business Group December 2004 - June 2008
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Treasury Services, Commercial Banking, I work with Companies..., CRM, Cash Flow, Consumer Lending, Credit, Credit Analysis, Cross Selling, Loan Origination, Loans, Treasury Management
Education
University of Saint Francis 2000 — 2004
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Robert Grimm, CFA's JPMorgan Chase Experience 1998 - 2005
Job Managing Partner at Wolf Point Asset Management
Industry Investment Management
Experience
Wolf Point Asset Management 2014 - Present
GE Capital 2006 - 2014
JPMorgan Chase 1998 - 2005
Cargill Investor Services 1989 - 1996
Skills
Portfolio Management, Financial Modeling, Valuation, Investments, Capital Markets, Equities, Private Equity, Asset Managment, Due Diligence, Derivatives, Alternative Investments, Fund Of Funds, Risk Management, Trading, Asset Management, Investment Banking, Options, Strategy
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance & Corporate Accounting
University of Chicago 1985 — 1989
Bachelor of Arts (BA), Economics
Wolf Point Asset Management 2014 - Present
GE Capital 2006 - 2014
JPMorgan Chase 1998 - 2005
Cargill Investor Services 1989 - 1996
Skills
Portfolio Management, Financial Modeling, Valuation, Investments, Capital Markets, Equities, Private Equity, Asset Managment, Due Diligence, Derivatives, Alternative Investments, Fund Of Funds, Risk Management, Trading, Asset Management, Investment Banking, Options, Strategy
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance & Corporate Accounting
University of Chicago 1985 — 1989
Bachelor of Arts (BA), Economics
Cooper Dodd Cooper Dodd's JPMorgan Chase Experience July 2014 - Present
Job Client Associate, JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase July 2014 - Present
Irvine Company, Investment Properties Group November 2012 - July 2014
Irvine Company, ICDC August 2012 - November 2012
Irvine Company February 2011 - August 2012
Caruso Affiliated May 2010 - August 2010
Wells Fargo Financial Network May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Education
University of Southern California - Marshall School of Business 2008 — 2010
Business Administration, Real Estate/Finance
University of San Diego 2006 — 2007
Business Administration, Business Finance
JPMorgan Chase July 2014 - Present
Irvine Company, Investment Properties Group November 2012 - July 2014
Irvine Company, ICDC August 2012 - November 2012
Irvine Company February 2011 - August 2012
Caruso Affiliated May 2010 - August 2010
Wells Fargo Financial Network May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Education
University of Southern California - Marshall School of Business 2008 — 2010
Business Administration, Real Estate/Finance
University of San Diego 2006 — 2007
Business Administration, Business Finance
Anthony Baldo's JPMorgan Chase Experience December 2012 - September 2014
Job Executive Director, Market Director Banking at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. October 2014 - September 2015
JPMorgan Chase December 2012 - September 2014
JPMorgan Chase July 2011 - December 2012
JP Morgan Chase October 2010 - May 2011
JPMorgan Chase November 2009 - December 2010
JPMorgan Chase & Co. May 2007 - November 2009
State Farm Insurance September 2006 - May 2007
Skills
Banking, Investments, Retail, Portfolio Management, Insurance, Financial Analysis, Loans, Commercial Lending, Leadership Development, Coaching, New Business Development, Small Business, Business Process..., Staff Development, Community Engagement, Community Outreach, Sales, Credit, Branch Management
Education
University of Rochester 2002 — 2006
Bachelor's degree, Economics and Political Science
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. October 2014 - September 2015
JPMorgan Chase December 2012 - September 2014
JPMorgan Chase July 2011 - December 2012
JP Morgan Chase October 2010 - May 2011
JPMorgan Chase November 2009 - December 2010
JPMorgan Chase & Co. May 2007 - November 2009
State Farm Insurance September 2006 - May 2007
Skills
Banking, Investments, Retail, Portfolio Management, Insurance, Financial Analysis, Loans, Commercial Lending, Leadership Development, Coaching, New Business Development, Small Business, Business Process..., Staff Development, Community Engagement, Community Outreach, Sales, Credit, Branch Management
Education
University of Rochester 2002 — 2006
Bachelor's degree, Economics and Political Science
Gordon W. Lewis, CFP, ChFC Gordon W. Lewis, CFP, ChFC's JPMorgan Chase Experience 2009 - 2010
Job Account Executive at Freedom Financial Network
Industry Financial Services
Experience
Freedom Financial Network January 2015 - Present
San Francisco Professional Career Network April 2013 - Present
Quest Capital Strategies, Inc. 2012 - 2015
SelectQuote Insurance Services 2010 - 2011
JPMorgan Chase 2009 - 2010
Wells Fargo 2004 - 2009
Bank of America 1997 - 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Banking, Mutual Funds, Finance, Investment Advisory, Financial Services, Wealth Management, Financial Advisory, Salesforce.com, Peer-to-peer, Entrepreneurship, Relationship Management, Insurance, Retail Banking, Investment Management, Retirement Planning, Uniform Combined State..., Commercial Lending, Credit, Financial Planning
Education
University of Southern California - Marshall School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Economics
Freedom Financial Network January 2015 - Present
San Francisco Professional Career Network April 2013 - Present
Quest Capital Strategies, Inc. 2012 - 2015
SelectQuote Insurance Services 2010 - 2011
JPMorgan Chase 2009 - 2010
Wells Fargo 2004 - 2009
Bank of America 1997 - 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Banking, Mutual Funds, Finance, Investment Advisory, Financial Services, Wealth Management, Financial Advisory, Salesforce.com, Peer-to-peer, Entrepreneurship, Relationship Management, Insurance, Retail Banking, Investment Management, Retirement Planning, Uniform Combined State..., Commercial Lending, Credit, Financial Planning
Education
University of Southern California - Marshall School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Economics
Jackie Perrotta Jackie Perrotta's JPMorgan Chase Experience May 2011 - May 2011
Job Client Service Associate at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
RVM Enterprises, Inc. May 2014 - June 2015
The Metropolitan Museum of Art June 2013 - August 2013
Soft System Solution July 2012 - August 2012
Siris Capital Group May 2012 - June 2012
JPMorgan Chase May 2011 - May 2011
Rho Ventures June 2010 - July 2010
Skills
Foreign Languages, Art History, Finance, English to French, Microsoft Excel, InDesign, Photoshop
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Marymount School of New York 1995 — 2011
Morgan Stanley June 2015 - Present
RVM Enterprises, Inc. May 2014 - June 2015
The Metropolitan Museum of Art June 2013 - August 2013
Soft System Solution July 2012 - August 2012
Siris Capital Group May 2012 - June 2012
JPMorgan Chase May 2011 - May 2011
Rho Ventures June 2010 - July 2010
Skills
Foreign Languages, Art History, Finance, English to French, Microsoft Excel, InDesign, Photoshop
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Marymount School of New York 1995 — 2011
AJ Carrillo AJ Carrillo's JPMorgan Chase Experience July 2014 - March 2015
Job Loan Officer Associate at Universal American Mortgage Company (UAMC)
Industry Financial Services
Experience
Universal American Mortgage Company (UAMC) March 2015 - Present
JPMorgan Chase July 2014 - March 2015
JPMorgan Chase November 2013 - July 2014
Total Wine & More October 2012 - November 2013
Sport Chalet September 2012 - November 2013
Education
CFA Institute
Passed CFA Level 1 Exam
University of San Diego
Biology, Biology, General Minor in Chemistry
Universal American Mortgage Company (UAMC) March 2015 - Present
JPMorgan Chase July 2014 - March 2015
JPMorgan Chase November 2013 - July 2014
Total Wine & More October 2012 - November 2013
Sport Chalet September 2012 - November 2013
Education
CFA Institute
Passed CFA Level 1 Exam
University of San Diego
Biology, Biology, General Minor in Chemistry
Regina Stacy's JPMorgan Chase Experience August 2001 - February 2003
Job Mortgage Loan Originator at Universal American Mortgage Company
Industry Banking
Experience
Universal American Mortgage Company August 2013 - Present
Cadence Bank September 2012 - August 2013
SunTrust Mortgage October 2003 - September 2012
JPMorgan Chase August 2001 - February 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Real Estate, Investment Properties, First Time Home Buyers, Insurance, Customer Service, Loan Origination, FHA, Refinance
Education
University of Saint Mary 1981 — 1985
Bachelor of Science, Business Administration
Universal American Mortgage Company August 2013 - Present
Cadence Bank September 2012 - August 2013
SunTrust Mortgage October 2003 - September 2012
JPMorgan Chase August 2001 - February 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Real Estate, Investment Properties, First Time Home Buyers, Insurance, Customer Service, Loan Origination, FHA, Refinance
Education
University of Saint Mary 1981 — 1985
Bachelor of Science, Business Administration
David Abrams's JPMorgan Chase Experience July 2003 - March 2009
Job Managing Director at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Giuliana Tamburri Giuliana Tamburri's JPMorgan Chase Experience March 2007 - June 2008
Job Credit Risk Analyst at Citi
Industry Banking
Experience
Citi May 2014 - Present
Wells Fargo Home Mortgage June 2008 - December 2013
JPMorgan Chase March 2007 - June 2008
Mortgage Line Financial Corp. October 2003 - March 2007
Skills
Mortgage Banking, Loans, Mortgage Lending, FHA, Residential Mortgages, USDA, Refinance, Credit, Loan Origination, FHA financing, VA loans, Mortgage Underwriting
Education
University of Rhode Island 1997 — 2001
Bachelor's degree
Citi May 2014 - Present
Wells Fargo Home Mortgage June 2008 - December 2013
JPMorgan Chase March 2007 - June 2008
Mortgage Line Financial Corp. October 2003 - March 2007
Skills
Mortgage Banking, Loans, Mortgage Lending, FHA, Residential Mortgages, USDA, Refinance, Credit, Loan Origination, FHA financing, VA loans, Mortgage Underwriting
Education
University of Rhode Island 1997 — 2001
Bachelor's degree
Jason Dulay Jason Dulay's JPMorgan Chase Experience May 2011 - May 2012
Job Online Marketing Expert Specializing in Local SEO | Local Marketing Academy
Industry Marketing and Advertising
Experience
Local Marketing Academy June 2015 - Present
ABC Web Consulting January 2013 - Present
Staffables - Virtual Assistants and Outsourcing July 2014 - May 2015
Entrepid July 2012 - December 2012
JPMorgan Chase May 2011 - May 2012
Stream Global Services March 2010 - April 2011
Stream Global Services March 2007 - April 2011
oDesk 2008 - 2010
eTelecare Global Solutions May 2006 - February 2007
AIESEC 2004 - 2006
Skills
Management, Customer Service, Market Research, Training, Marketing Strategy, Call Centers, Team Management, Coaching, Project Management, Outsourcing, Virtual Assistant, Online Marketing, Social Media Marketing, HTML, Leadership, Marketing Management, Management Accounting, Corporate Branding, SEO, HTML Programming, Team Leadership, Mentoring, Analysis, Administrative..., Strategic Planning
Education
University of San Carlos 2002 — 2006
Bachelor's, Management Accounting
Local Marketing Academy June 2015 - Present
ABC Web Consulting January 2013 - Present
Staffables - Virtual Assistants and Outsourcing July 2014 - May 2015
Entrepid July 2012 - December 2012
JPMorgan Chase May 2011 - May 2012
Stream Global Services March 2010 - April 2011
Stream Global Services March 2007 - April 2011
oDesk 2008 - 2010
eTelecare Global Solutions May 2006 - February 2007
AIESEC 2004 - 2006
Skills
Management, Customer Service, Market Research, Training, Marketing Strategy, Call Centers, Team Management, Coaching, Project Management, Outsourcing, Virtual Assistant, Online Marketing, Social Media Marketing, HTML, Leadership, Marketing Management, Management Accounting, Corporate Branding, SEO, HTML Programming, Team Leadership, Mentoring, Analysis, Administrative..., Strategic Planning
Education
University of San Carlos 2002 — 2006
Bachelor's, Management Accounting
Patrick Wahl Patrick Wahl's JPMorgan Chase Experience June 2006 - August 2007
Job Sales Associate at CBRE|Rochester
Industry Commercial Real Estate
Experience
CBRERochester June 2013 - Present
Pat Wahl Enterprises August 2007 - April 2013
JPMorgan Chase June 2006 - August 2007
Red Bull August 2006 - May 2007
Skills
I can learn anything. I..., Customer Service, Strategic Planning, Public Speaking, Event Planning, Event Management, Business Strategy, Sales, Financial Analysis, Market Research, Social Media Marketing, Project Management, Leadership, Budgets, Management, Public Relations, Analysis, Team Building, Nonprofits, Team Leadership, Account Management, English, Derivatives, Equities
Education
University of Rochester 2004 — 2008
Bachelor of Arts, Economics
Livonia High School
CBRERochester June 2013 - Present
Pat Wahl Enterprises August 2007 - April 2013
JPMorgan Chase June 2006 - August 2007
Red Bull August 2006 - May 2007
Skills
I can learn anything. I..., Customer Service, Strategic Planning, Public Speaking, Event Planning, Event Management, Business Strategy, Sales, Financial Analysis, Market Research, Social Media Marketing, Project Management, Leadership, Budgets, Management, Public Relations, Analysis, Team Building, Nonprofits, Team Leadership, Account Management, English, Derivatives, Equities
Education
University of Rochester 2004 — 2008
Bachelor of Arts, Economics
Livonia High School
Matthew Guerrera's JPMorgan Chase Experience September 2013 - August 2015
Job Incident Response & Resiliency
Industry Financial Services
Experience
Resilient Systems, Inc. August 2015 - Present
JPMorgan Chase September 2013 - August 2015
Morgan Stanley Wealth Management September 2012 - February 2013
UBS August 2010 - December 2010
Skills
Excel, Financial Analysis, PowerPoint, Word, Research, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Market Research, Teamwork
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Resilient Systems, Inc. August 2015 - Present
JPMorgan Chase September 2013 - August 2015
Morgan Stanley Wealth Management September 2012 - February 2013
UBS August 2010 - December 2010
Skills
Excel, Financial Analysis, PowerPoint, Word, Research, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Market Research, Teamwork
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Christopher Vasoli's JPMorgan Chase Experience May 2008 - August 2008
Job Private Wealth Management
Industry Investment Management
Experience
Goldman Sachs November 2014 - Present
The Haverford Trust Company June 2012 - November 2014
Nationwide Insurance October 2011 - June 2012
Cameron Capital Management January 2010 - October 2011
Prudential Insurance May 2009 - January 2010
Vasoli Electric Co. Inc. June 2000 - January 2009
JPMorgan Chase May 2008 - August 2008
Skills
Market Research, Trading, Critical Thinking, Hedge Funds, Mutual Funds, Bloomberg, Factset, Morningstar, Business Development, Marketing, Client Development, Entrepreneurship
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance
Lansdale Catholic 2001 — 2005
Goldman Sachs November 2014 - Present
The Haverford Trust Company June 2012 - November 2014
Nationwide Insurance October 2011 - June 2012
Cameron Capital Management January 2010 - October 2011
Prudential Insurance May 2009 - January 2010
Vasoli Electric Co. Inc. June 2000 - January 2009
JPMorgan Chase May 2008 - August 2008
Skills
Market Research, Trading, Critical Thinking, Hedge Funds, Mutual Funds, Bloomberg, Factset, Morningstar, Business Development, Marketing, Client Development, Entrepreneurship
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance
Lansdale Catholic 2001 — 2005
Ervis Vukaj's JPMorgan Chase Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
RuffaloCODY September 2012 - Present
Jefferies February 2015 - Present
JPMorgan Chase May 2014 - August 2014
Brooklawn Strategies LLC September 2010 - August 2011
U.S. House of Representatives January 2011 - June 2011
Skills
Fundraising, Leadership, Public Speaking, Research, Data Analysis, Speech Writing, Media Relations, Social Media Marketing, PowerPoint, Management, Microsoft Excel, Microsoft Office, SPSS, Financial Analysis, Alternative Investments, Fixed Income Analysis, Equity Research
Education
University of Rochester 2012 — 2016
Bachelor's degree, Financial Economics, Legal Studies, Sophomore
Fairfield Warde High School 2008 — 2012
High School Diploma
RuffaloCODY September 2012 - Present
Jefferies February 2015 - Present
JPMorgan Chase May 2014 - August 2014
Brooklawn Strategies LLC September 2010 - August 2011
U.S. House of Representatives January 2011 - June 2011
Skills
Fundraising, Leadership, Public Speaking, Research, Data Analysis, Speech Writing, Media Relations, Social Media Marketing, PowerPoint, Management, Microsoft Excel, Microsoft Office, SPSS, Financial Analysis, Alternative Investments, Fixed Income Analysis, Equity Research
Education
University of Rochester 2012 — 2016
Bachelor's degree, Financial Economics, Legal Studies, Sophomore
Fairfield Warde High School 2008 — 2012
High School Diploma
Ann Qin's JPMorgan Chase Experience
Job Mortgage Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase
Skills
Real Estate Transactions, Residential Mortgages, Mortgage Banking
Education
University of Rochester 2005 — 2006
MBA, Finance, General
JPMorgan Chase
Skills
Real Estate Transactions, Residential Mortgages, Mortgage Banking
Education
University of Rochester 2005 — 2006
MBA, Finance, General
Ying(Jenny) Zhang Ying(Jenny) Zhang's JPMorgan Chase Experience July 2014 - Present
Job MS Finance Candidate at University of Rochester
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Lion's Path Capital July 2013 - November 2013
ZheShang Securities Co. Ltd. May 2012 - July 2012
State Street Global Advisors(SSgA) July 2011 - October 2011
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Excel, ERP, SPSS, Eviews, Corporate Finance, Microsoft Excel, Financial Modeling, Quantitative Analytics, Bloomberg Terminal, Financial Analysis, Bloomberg, Finance, Data Analysis, SAS, Statistical Modeling, VBA, Quantitative Finance, DCF, Equity Valuation, Investment Banking, Derivatives, Fixed Income, Mergers & Acquisitions, Business Valuation, Private Equity, Statistics, Mandarin, Hedge Funds, Portfolio Management, Financial Statement..., Stata, Monte Carlo Simulation, Time Series Analysis, Alternative Investments, Analysis, Equities, Economics, Investments, Valuation, Financial Risk, Equity Research, Capital IQ, Emerging Markets, DCF Valuation, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Zhejiang University of Finance&Economics 2008 — 2012
Bachelor, Financial Engineering
Hangzhou No.14 High School 2005 — 2008
JPMorgan Chase July 2014 - Present
Lion's Path Capital July 2013 - November 2013
ZheShang Securities Co. Ltd. May 2012 - July 2012
State Street Global Advisors(SSgA) July 2011 - October 2011
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Excel, ERP, SPSS, Eviews, Corporate Finance, Microsoft Excel, Financial Modeling, Quantitative Analytics, Bloomberg Terminal, Financial Analysis, Bloomberg, Finance, Data Analysis, SAS, Statistical Modeling, VBA, Quantitative Finance, DCF, Equity Valuation, Investment Banking, Derivatives, Fixed Income, Mergers & Acquisitions, Business Valuation, Private Equity, Statistics, Mandarin, Hedge Funds, Portfolio Management, Financial Statement..., Stata, Monte Carlo Simulation, Time Series Analysis, Alternative Investments, Analysis, Equities, Economics, Investments, Valuation, Financial Risk, Equity Research, Capital IQ, Emerging Markets, DCF Valuation, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Zhejiang University of Finance&Economics 2008 — 2012
Bachelor, Financial Engineering
Hangzhou No.14 High School 2005 — 2008
Owein Reese Owein Reese's JPMorgan Chase Experience December 2013 - June 2014
Job Software Engineering Professional
Industry Marketing and Advertising
Experience
MediaMath June 2014 - Present
JPMorgan Chase December 2013 - June 2014
Novus Partners June 2011 - December 2013
Atmospheric & Environmental Research, Inc. June 2006 - June 2011
David H. Pollock Consultants, Inc. April 2005 - April 2006
County College of Morris September 2004 - December 2004
Skills
C++, Java, Python, ESRI, ArcObjects, Algorithms, Software Engineering, JavaScript, Software Development, Linux, SQL, Software Design, Object Oriented Design, OOP, XML, Scala, Distributed Systems
Education
Worcester Polytechnic Institute 2002 — 2004
M.S., Industrial Mathematics
University of Rochester 1997 — 2002
B.S., Optics
University of Rochester 1997 — 2002
B.A., Mathematics
MediaMath June 2014 - Present
JPMorgan Chase December 2013 - June 2014
Novus Partners June 2011 - December 2013
Atmospheric & Environmental Research, Inc. June 2006 - June 2011
David H. Pollock Consultants, Inc. April 2005 - April 2006
County College of Morris September 2004 - December 2004
Skills
C++, Java, Python, ESRI, ArcObjects, Algorithms, Software Engineering, JavaScript, Software Development, Linux, SQL, Software Design, Object Oriented Design, OOP, XML, Scala, Distributed Systems
Education
Worcester Polytechnic Institute 2002 — 2004
M.S., Industrial Mathematics
University of Rochester 1997 — 2002
B.S., Optics
University of Rochester 1997 — 2002
B.A., Mathematics
Barbara Scott's JPMorgan Chase Experience May 2009 - February 2012
Job AVP, Project Manager at JP Morgan Chase, Chase Auto Finance
Industry Financial Services
Experience
JP Morgan Chase November 2006 - Present
JPMorgan Chase May 2009 - February 2012
JPMorgan Chase November 2006 - May 2009
Capital One Financial Services November 1998 - August 2005
Skills
Credit, Risk Management, Banking, Portfolio Management, Credit Cards, Process Improvement, Financial Services, SAS, Credit Analysis, Credit Risk, Relationship Management, Data Analysis, Project Management, Change Management, Mortgage Lending, Visio, Budgets, Vendor Management, Analysis, Cross-functional Team..., SDLC, Program Management, Management, Strategy, MS Project, Loans, SharePoint, Six Sigma, Business Process, Access, Business Process..., CRM, Finance, Leadership, Microsoft Project, PMO, Project Portfolio..., Requirements Gathering, Software Project..., Strategic Planning
Education
University of Richmond 2008 — 2013
Bachelor of Applied Studies, Major-Information Systems, Minor-Business Management
Villanova University 2006 — 2006
Project Management Certificate, Six Sigma Green Belt
Richard Bland College, College of William & Mary 1994 — 1999
Associates in Applied Science, Business Administration and Management, General
JP Morgan Chase November 2006 - Present
JPMorgan Chase May 2009 - February 2012
JPMorgan Chase November 2006 - May 2009
Capital One Financial Services November 1998 - August 2005
Skills
Credit, Risk Management, Banking, Portfolio Management, Credit Cards, Process Improvement, Financial Services, SAS, Credit Analysis, Credit Risk, Relationship Management, Data Analysis, Project Management, Change Management, Mortgage Lending, Visio, Budgets, Vendor Management, Analysis, Cross-functional Team..., SDLC, Program Management, Management, Strategy, MS Project, Loans, SharePoint, Six Sigma, Business Process, Access, Business Process..., CRM, Finance, Leadership, Microsoft Project, PMO, Project Portfolio..., Requirements Gathering, Software Project..., Strategic Planning
Education
University of Richmond 2008 — 2013
Bachelor of Applied Studies, Major-Information Systems, Minor-Business Management
Villanova University 2006 — 2006
Project Management Certificate, Six Sigma Green Belt
Richard Bland College, College of William & Mary 1994 — 1999
Associates in Applied Science, Business Administration and Management, General
Alec Serban Alec Serban's JPMorgan Chase Experience June 2007 - August 2008
Job Senior Manager of Operations for MIO at McKinsey & Company
Industry Investment Banking
Experience
McKinsey & Company September 2008 - Present
JPMorgan Chase June 2007 - August 2008
JP MorganChase June 2001 - June 2007
Skills
Equities, Hedge Funds, Derivatives, Capital Markets, Valuation, Alternative Investments, Options, Securities, Portfolio Management, Bloomberg, Asset Managment, Derivative Operations
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
University of Richmond 1991 — 1995
BS, Finance
Bergen Catholic High School 1987 — 1991
McKinsey & Company September 2008 - Present
JPMorgan Chase June 2007 - August 2008
JP MorganChase June 2001 - June 2007
Skills
Equities, Hedge Funds, Derivatives, Capital Markets, Valuation, Alternative Investments, Options, Securities, Portfolio Management, Bloomberg, Asset Managment, Derivative Operations
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
University of Richmond 1991 — 1995
BS, Finance
Bergen Catholic High School 1987 — 1991
Charles Cochran Charles Cochran's JPMorgan Chase Experience August 2013 - Present
Job Vice President, Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
WALKSacramento December 2012 - Present
American River Bank July 2012 - August 2013
Wells Fargo Bank November 2011 - June 2012
Wells Fargo July 2010 - November 2011
Deloitte & Touche August 2008 - May 2010
Tilden-Coil Constructors 2007 - 2008
Vector Marketing February 2005 - August 2005
Vector Marketing May 2004 - September 2004
Vector Marketing May 2003 - May 2004
Skills
Finance, Accounting, Business Development, Leadership, Financial Analysis, Credit, Sales, Marketing, Financial Reporting, SBA 504, SBA 7a, Lines Of Credit, Underwriting, Commercial Real Estate..., Training, Microsoft Excel, Banking, Commercial Mortgages, CRM, SBA, Management, Commercial Lending, Loans, Process Improvement, Small Business Lending, Commercial Banking, Portfolio Management, Auditing, Analysis, Business Analysis, Credit Analysis, Cash Management, Risk Management, Treasury Management, Loan Origination, Asset Based Lending, Recruiting, Strategic Planning, Investments, Financial Risk, Relationship Management
Education
University of Redlands 2005 — 2008
Bachelor of Science, Business Administration, minoring in Accounting
University of San Diego 2002 — 2003
JPMorgan Chase August 2013 - Present
WALKSacramento December 2012 - Present
American River Bank July 2012 - August 2013
Wells Fargo Bank November 2011 - June 2012
Wells Fargo July 2010 - November 2011
Deloitte & Touche August 2008 - May 2010
Tilden-Coil Constructors 2007 - 2008
Vector Marketing February 2005 - August 2005
Vector Marketing May 2004 - September 2004
Vector Marketing May 2003 - May 2004
Skills
Finance, Accounting, Business Development, Leadership, Financial Analysis, Credit, Sales, Marketing, Financial Reporting, SBA 504, SBA 7a, Lines Of Credit, Underwriting, Commercial Real Estate..., Training, Microsoft Excel, Banking, Commercial Mortgages, CRM, SBA, Management, Commercial Lending, Loans, Process Improvement, Small Business Lending, Commercial Banking, Portfolio Management, Auditing, Analysis, Business Analysis, Credit Analysis, Cash Management, Risk Management, Treasury Management, Loan Origination, Asset Based Lending, Recruiting, Strategic Planning, Investments, Financial Risk, Relationship Management
Education
University of Redlands 2005 — 2008
Bachelor of Science, Business Administration, minoring in Accounting
University of San Diego 2002 — 2003
Tae Kim, CFA, FRM Tae Kim, CFA, FRM's JPMorgan Chase Experience May 2004 - March 2005
Job VP Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Merrill Lynch September 2007 - June 2008
Merrill Lynch April 2005 - September 2007
JPMorgan Chase May 2004 - March 2005
Capital Growth Financial June 2003 - April 2004
Education
University of Rochester 1999 — 2003
BA, Economics, Philosophy
Morgan Stanley March 2011 - Present
Merrill Lynch September 2007 - June 2008
Merrill Lynch April 2005 - September 2007
JPMorgan Chase May 2004 - March 2005
Capital Growth Financial June 2003 - April 2004
Education
University of Rochester 1999 — 2003
BA, Economics, Philosophy
Jodi Breslin Jodi Breslin's JPMorgan Chase Experience May 1994 - February 2006
Job IT Compliance and Project Manager
Industry Information Technology and Services
Experience
Newsday May 2006 - Present
JPMorgan Chase May 1994 - February 2006
Skills
SOX, Disaster Recovery, Business Continuity, Vendor Management, Compliance, Process Improvement, Program Management, Governance, PMP, IT Management, IT Governance, Social Media, Documentation, IT Project & Program..., PCI Standards, Sarbanes-Oxley Act, Project Management, Sarbanes-Oxley, Management, Analysis, Access, Software Documentation, Training, Data Center, Computer Security, IT Strategy
Education
University of Rhode Island 1989 — 1993
Bachelor of Science
Jericho 1987 — 1989
Newsday May 2006 - Present
JPMorgan Chase May 1994 - February 2006
Skills
SOX, Disaster Recovery, Business Continuity, Vendor Management, Compliance, Process Improvement, Program Management, Governance, PMP, IT Management, IT Governance, Social Media, Documentation, IT Project & Program..., PCI Standards, Sarbanes-Oxley Act, Project Management, Sarbanes-Oxley, Management, Analysis, Access, Software Documentation, Training, Data Center, Computer Security, IT Strategy
Education
University of Rhode Island 1989 — 1993
Bachelor of Science
Jericho 1987 — 1989
Konstantin Korobov's JPMorgan Chase Experience May 2011 - August 2011
Job Logistics Manager at Delta Trucking
Industry Transportation/Trucking/Railroad
Experience
Delta Trucking June 2012 - Present
Security Student Aid October 2010 - May 2012
University of Rochester September 2011 - December 2011
JPMorgan Chase May 2011 - August 2011
The Statler Hotel at Cornell University March 2007 - August 2009
Tompkins Community Action June 2005 - September 2005
Skills
Stata, Bloomberg Terminal, DCF, CAPM, Customer Service, Economics
Education
University of Rochester 2009 — 2012
BA, ECONOMICS AND BUSINESS STRATEGIES
Tompkins Cortland Community College 2007 — 2009
GENERAL STUDIES: MATH AND SCIENCE
Delta Trucking June 2012 - Present
Security Student Aid October 2010 - May 2012
University of Rochester September 2011 - December 2011
JPMorgan Chase May 2011 - August 2011
The Statler Hotel at Cornell University March 2007 - August 2009
Tompkins Community Action June 2005 - September 2005
Skills
Stata, Bloomberg Terminal, DCF, CAPM, Customer Service, Economics
Education
University of Rochester 2009 — 2012
BA, ECONOMICS AND BUSINESS STRATEGIES
Tompkins Cortland Community College 2007 — 2009
GENERAL STUDIES: MATH AND SCIENCE
Katie O'Malley Katie O'Malley's JPMorgan Chase Experience June 2007 - August 2007
Job Contact Channel Strategy Analyst Email Marketing at Duke Energy Corporation
Industry Marketing and Advertising
Experience
Duke Energy Corporation January 2015 - Present
Duke Energy Corporation May 2014 - January 2015
Texas Roadhouse August 2013 - May 2014
Fishbowl Marketing January 2013 - April 2013
Fishbowl Marketing July 2011 - January 2013
The Chronicle Of The Horse February 2011 - July 2011
The Chronicle Of The Horse October 2009 - February 2011
The Chronicle Of The Horse July 2009 - October 2009
JPMorgan Chase June 2007 - August 2007
Skills
Salesforce.com, Online Marketing, Email Marketing, Event Planning, Event Management, E-commerce, Direct Marketing, Marketing Communications, Social Media Marketing, Publication Strategy, Process Improvement, Employee Training, Audience Development, Audience Segmentation, Customer Engagement, Sponsorship
Education
University of Richmond - Robins School of Business 2004 — 2008
Business Administration, Marketing
St. Mark's High School 2000 — 2004
Duke Energy Corporation January 2015 - Present
Duke Energy Corporation May 2014 - January 2015
Texas Roadhouse August 2013 - May 2014
Fishbowl Marketing January 2013 - April 2013
Fishbowl Marketing July 2011 - January 2013
The Chronicle Of The Horse February 2011 - July 2011
The Chronicle Of The Horse October 2009 - February 2011
The Chronicle Of The Horse July 2009 - October 2009
JPMorgan Chase June 2007 - August 2007
Skills
Salesforce.com, Online Marketing, Email Marketing, Event Planning, Event Management, E-commerce, Direct Marketing, Marketing Communications, Social Media Marketing, Publication Strategy, Process Improvement, Employee Training, Audience Development, Audience Segmentation, Customer Engagement, Sponsorship
Education
University of Richmond - Robins School of Business 2004 — 2008
Business Administration, Marketing
St. Mark's High School 2000 — 2004
Barbara M. Abu Barbara M. Abu's JPMorgan Chase Experience July 2012 - Present
Job Mortgage Loan Officer at C2 Financial Corp / Cal State Realty Services
Industry Financial Services
Experience
C2 Financial Corp / Cal State Realty Services March 2014 - Present
JPMorgan Chase July 2012 - Present
C2 Financial Corporation January 2010 - July 2012
San Diego Homes Network January 2002 - August 2008
Skills
Short Sales, Investors, Foreclosures, Sellers, Real Estate, Referrals, Residential Homes, Relocation, Real Estate Financing, Refinance, VA loans, USDA, Real Estate Economics, Reverse Mortgages, FHA financing, Mortgage Lending, HUD, Loan Origination, REO, Residential Mortgages, Loans, Mortgage Banking
Education
University of San Diego
Business Mangement
C2 Financial Corp / Cal State Realty Services March 2014 - Present
JPMorgan Chase July 2012 - Present
C2 Financial Corporation January 2010 - July 2012
San Diego Homes Network January 2002 - August 2008
Skills
Short Sales, Investors, Foreclosures, Sellers, Real Estate, Referrals, Residential Homes, Relocation, Real Estate Financing, Refinance, VA loans, USDA, Real Estate Economics, Reverse Mortgages, FHA financing, Mortgage Lending, HUD, Loan Origination, REO, Residential Mortgages, Loans, Mortgage Banking
Education
University of San Diego
Business Mangement
Chad Moser's JPMorgan Chase Experience April 1997 - October 2007
Job Senior Consultant at Sogeti
Industry Computer Software
Experience
Sogeti October 2014 - Present
Apex Systems July 2013 - October 2014
Blue Cross and Blue Shield of Kansas City 2014 - 2014
VML May 2012 - May 2013
VML June 2010 - April 2012
VML March 2009 - May 2010
CIBER, Inc. October 2007 - February 2009
JPMorgan Chase April 1997 - October 2007
Skills
Team Leadership, Leadership Development, Redesign, Integration, Quality Assurance, User Acceptance Testing, Test Planning, Software Documentation, Testing, Test Automation
Education
University of Saint Mary 2005 — 2007
MBA, Business
University of Saint Mary 1988 — 1992
BA, History, English, Sociology
Sogeti October 2014 - Present
Apex Systems July 2013 - October 2014
Blue Cross and Blue Shield of Kansas City 2014 - 2014
VML May 2012 - May 2013
VML June 2010 - April 2012
VML March 2009 - May 2010
CIBER, Inc. October 2007 - February 2009
JPMorgan Chase April 1997 - October 2007
Skills
Team Leadership, Leadership Development, Redesign, Integration, Quality Assurance, User Acceptance Testing, Test Planning, Software Documentation, Testing, Test Automation
Education
University of Saint Mary 2005 — 2007
MBA, Business
University of Saint Mary 1988 — 1992
BA, History, English, Sociology
Daniel Haas Daniel Haas's JPMorgan Chase Experience VP AT&T Universal Card MarketingCitigroupJune 1996 - June 1999
Job Consumer Lending Group Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase VP AT&T Universal Card MarketingCitigroupJune 1996 - June 1999
Renaissance Bankcard Services January 1993 - June 1996
Skills
Credit Cards, Credit, Risk Management, Data Analysis, Credit Risk, Banking, Financial Services, Marketing, Financial Risk, Financial Analysis, Loans, Credit Analysis, Risk Analytics, Retail Banking, Cross Selling, Analysis, Consumer Lending, Management, Portfolio Management
Education
University of Rochester 1988 — 1992
BA, Economics
JPMorgan Chase VP AT&T Universal Card MarketingCitigroupJune 1996 - June 1999
Renaissance Bankcard Services January 1993 - June 1996
Skills
Credit Cards, Credit, Risk Management, Data Analysis, Credit Risk, Banking, Financial Services, Marketing, Financial Risk, Financial Analysis, Loans, Credit Analysis, Risk Analytics, Retail Banking, Cross Selling, Analysis, Consumer Lending, Management, Portfolio Management
Education
University of Rochester 1988 — 1992
BA, Economics
Robert Osieski Robert Osieski's JPMorgan Chase Experience 1984 - Present
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan January 1984 - Present
JPMorgan Chase 1984 - Present
JPMorgan 1984 - Present
US Navy June 1978 - December 1983
Skills
Hedge Funds, Investments, Risk Management, Fixed Income, Valuation, Private Equity, Corporate Finance, Capital Markets, Investment Banking, Emerging Markets, Mergers & Acquisitions, Venture Capital, Management, Asset Management, Trading, Portfolio Management, Due Diligence, Derivatives, Equities, Financial Modeling, Financial Services, Structured Finance, Financial Structuring
Education
University of Rochester 1973 — 1978
BA/MBA, Political Science/Finance
University of Rochester - Simon Business School 1973 — 1978
BA/MBA, Political Science/Finance
JP Morgan January 1984 - Present
JPMorgan Chase 1984 - Present
JPMorgan 1984 - Present
US Navy June 1978 - December 1983
Skills
Hedge Funds, Investments, Risk Management, Fixed Income, Valuation, Private Equity, Corporate Finance, Capital Markets, Investment Banking, Emerging Markets, Mergers & Acquisitions, Venture Capital, Management, Asset Management, Trading, Portfolio Management, Due Diligence, Derivatives, Equities, Financial Modeling, Financial Services, Structured Finance, Financial Structuring
Education
University of Rochester 1973 — 1978
BA/MBA, Political Science/Finance
University of Rochester - Simon Business School 1973 — 1978
BA/MBA, Political Science/Finance
Vishnu Vyas Vishnu Vyas's JPMorgan Chase Experience October 2012 - Present
Job Associate at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase October 2012 - Present
Syntel February 2012 - October 2012
TCS May 2005 - February 2012
Walgreens 2008 - 2009
Agilent Technologies 2007 - 2008
Fortuna Technologies December 2004 - April 2005
Education
University of Rajasthan 2000 — 2004
Bachelor of Engineering, Information Technology
JPMorgan Chase October 2012 - Present
Syntel February 2012 - October 2012
TCS May 2005 - February 2012
Walgreens 2008 - 2009
Agilent Technologies 2007 - 2008
Fortuna Technologies December 2004 - April 2005
Education
University of Rajasthan 2000 — 2004
Bachelor of Engineering, Information Technology
Lana Daveynis Lana Daveynis's JPMorgan Chase Experience September 2012 - July 2013
Job Business Systems Analysis/ Implementation/ Integration
Industry Information Technology and Services
Experience
Chevron July 2013 - Present
JPMorgan Chase September 2012 - July 2013
JPMorgan Chase May 2009 - September 2012
Xerox September 2007 - October 2008
Xerox 1998 - 2007
Ciber December 1996 - October 1997
R. Shanly Associates, Inc. May 1995 - December 1996
Skills
SDLC, Integration, Business Analysis, Process Improvement, SaaS, Enterprise Software, Project Management, ERP, Analysis, Leadership, E-commerce, SQL, Six Sigma, Data Analysis, Vendor Management, Requirements Analysis, Technical Support, Business Intelligence, Software Project..., Agile Methodologies, SOA, Business Process, Business Requirements, Software Documentation, Management, Project Planning, Microsoft SQL Server, Access, Requirements Gathering, Enterprise Architecture, Database Design, Visio, Business Process...
Education
University of Rochester - Simon Business School 2006 — 2008
MBA, Finance, Marketing
Belarus University
MS, Applied Mathematics
Chevron July 2013 - Present
JPMorgan Chase September 2012 - July 2013
JPMorgan Chase May 2009 - September 2012
Xerox September 2007 - October 2008
Xerox 1998 - 2007
Ciber December 1996 - October 1997
R. Shanly Associates, Inc. May 1995 - December 1996
Skills
SDLC, Integration, Business Analysis, Process Improvement, SaaS, Enterprise Software, Project Management, ERP, Analysis, Leadership, E-commerce, SQL, Six Sigma, Data Analysis, Vendor Management, Requirements Analysis, Technical Support, Business Intelligence, Software Project..., Agile Methodologies, SOA, Business Process, Business Requirements, Software Documentation, Management, Project Planning, Microsoft SQL Server, Access, Requirements Gathering, Enterprise Architecture, Database Design, Visio, Business Process...
Education
University of Rochester - Simon Business School 2006 — 2008
MBA, Finance, Marketing
Belarus University
MS, Applied Mathematics
Kimberly Kircher James Kimberly Kircher James's JPMorgan Chase Experience December 2013 - Present
Job Vice President, Reputation Risk at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
JPMorgan Chase October 2012 - November 2013
JPMorgan Chase September 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2005 - 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance and Strategy
University of Richmond 1998 — 2002
BA
The Hockaday School 1983 — 1998
JPMorgan Chase December 2013 - Present
JPMorgan Chase October 2012 - November 2013
JPMorgan Chase September 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch 2005 - 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance and Strategy
University of Richmond 1998 — 2002
BA
The Hockaday School 1983 — 1998
Binh-An Giang, CISSP's JPMorgan Chase Experience May 2011 - November 2014
Job Application Developer at Raymour & Flanigan Furniture
Industry Furniture
Experience
Raymour & Flanigan Furniture April 2015 - Present
Saab Defense and Security November 2014 - April 2015
JPMorgan Chase May 2011 - November 2014
CXtec April 2009 - May 2011
Tutor.com 2007 - 2009
Anime-Source.com 2003 - 2009
Saab Sensis Corporation May 2008 - September 2008
University of Rochester May 2007 - December 2007
University of Rochester August 2006 - December 2006
Naval Air Warfare Center Training Systems Division May 2006 - August 2006
Skills
Java, Eclipse, C#, Visual Studio, PL/SQL, Oracle, Toad, Maven, Subversion, Linux, Shell Scripting, JIRA, Autosys, Cron, Jenkins, Visio, GERS, Microsoft Access, Perforce, Microsoft SQL Server
Education
University of Rochester 2004 — 2008
Bachelor of Science (B.S.), Computer Science
University of Rochester 2004 — 2008
Bachelor of Science (B.S.), Electrical & Computer Engineering
University of Rochester 2004 — 2008
Psychology (Minor)
Raymour & Flanigan Furniture April 2015 - Present
Saab Defense and Security November 2014 - April 2015
JPMorgan Chase May 2011 - November 2014
CXtec April 2009 - May 2011
Tutor.com 2007 - 2009
Anime-Source.com 2003 - 2009
Saab Sensis Corporation May 2008 - September 2008
University of Rochester May 2007 - December 2007
University of Rochester August 2006 - December 2006
Naval Air Warfare Center Training Systems Division May 2006 - August 2006
Skills
Java, Eclipse, C#, Visual Studio, PL/SQL, Oracle, Toad, Maven, Subversion, Linux, Shell Scripting, JIRA, Autosys, Cron, Jenkins, Visio, GERS, Microsoft Access, Perforce, Microsoft SQL Server
Education
University of Rochester 2004 — 2008
Bachelor of Science (B.S.), Computer Science
University of Rochester 2004 — 2008
Bachelor of Science (B.S.), Electrical & Computer Engineering
University of Rochester 2004 — 2008
Psychology (Minor)
Lewis Fellas's JPMorgan Chase Experience February 2000 - April 2005
Job Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company February 2014 - Present
Segantii Capital Management June 2012 - January 2014
Factorial Capital January 2012 - June 2012
Deephaven Capital Management November 2006 - April 2009
Lehman Brothers April 2005 - November 2006
JPMorgan Chase February 2000 - April 2005
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Equity Derivatives, Derivatives, Fixed Income, Alternative Investments, Bloomberg, Options, Emerging Markets, Capital Markets, Financial Markets, Asset Management
Education
The University of Reading 1995 — 1999
Masters, Chemistry
Harvard Management Company February 2014 - Present
Segantii Capital Management June 2012 - January 2014
Factorial Capital January 2012 - June 2012
Deephaven Capital Management November 2006 - April 2009
Lehman Brothers April 2005 - November 2006
JPMorgan Chase February 2000 - April 2005
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Equity Derivatives, Derivatives, Fixed Income, Alternative Investments, Bloomberg, Options, Emerging Markets, Capital Markets, Financial Markets, Asset Management
Education
The University of Reading 1995 — 1999
Masters, Chemistry
Bick Jones Bick Jones's JPMorgan Chase Experience 1980 - 1986
Job Regional VP at Classic Party Rentals
Industry Events Services
Experience
Classic Party Rentals December 2005 - Present
Ducky-Bob's Event Specialists 1986 - 2013
JPMorgan Chase 1980 - 1986
U.S. Coast Guard 1975 - 1979
Skills
Event Planning, Catering, Corporate Events, Event Management, Trade Shows, Meeting Planning, Leadership, Marketing, Customer Service, Wedding Planning, Parties, Fundraising, Weddings, Management, Hospitality, Budgets, Team Building, Fundraisers, Galas, Live Events, Food & Beverage, Receptions, Sponsorship, Private Events
Education
University of Rochester - Simon Business School 1978 — 1980
M.B.A., Finance & Accounting
University of Rhode Island 1970 — 1974
B.S., Natural Resources
Classic Party Rentals December 2005 - Present
Ducky-Bob's Event Specialists 1986 - 2013
JPMorgan Chase 1980 - 1986
U.S. Coast Guard 1975 - 1979
Skills
Event Planning, Catering, Corporate Events, Event Management, Trade Shows, Meeting Planning, Leadership, Marketing, Customer Service, Wedding Planning, Parties, Fundraising, Weddings, Management, Hospitality, Budgets, Team Building, Fundraisers, Galas, Live Events, Food & Beverage, Receptions, Sponsorship, Private Events
Education
University of Rochester - Simon Business School 1978 — 1980
M.B.A., Finance & Accounting
University of Rhode Island 1970 — 1974
B.S., Natural Resources
PJ Rohall's JPMorgan Chase Experience May 2011 - June 2011
Job Lead Fraud Strategy Analyst at eBay Enterprise
Industry Internet
Experience
eBay Enterprise April 2013 - Present
eBay Enterprise September 2011 - April 2013
JPMorgan Chase May 2011 - June 2011
Bishop Shanahan High School October 2008 - November 2010
FactSet Research Systems January 2008 - October 2008
Vanguard August 2005 - January 2008
Skills
Management, Leadership
Education
University of Richmond - Robins School of Business 2001 — 2005
BS, Business Administration, Finance
eBay Enterprise April 2013 - Present
eBay Enterprise September 2011 - April 2013
JPMorgan Chase May 2011 - June 2011
Bishop Shanahan High School October 2008 - November 2010
FactSet Research Systems January 2008 - October 2008
Vanguard August 2005 - January 2008
Skills
Management, Leadership
Education
University of Richmond - Robins School of Business 2001 — 2005
BS, Business Administration, Finance
Ben Warren Ben Warren's JPMorgan Chase Experience August 2013 - Present
Job Project Manager, Regulatory Response at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase November 2007 - August 2013
Skills
Internal Controls, Operational Risk, Equity Derivatives, Equities, Derivatives, Investment Banking, AML, Securities, Middle Office, Back Office, Settlement
Education
The University of Reading 1998 — 2001
Bachelor of Management and Business Administration, Business Administration and Management, General
JPMorgan Chase August 2013 - Present
JPMorgan Chase November 2007 - August 2013
Skills
Internal Controls, Operational Risk, Equity Derivatives, Equities, Derivatives, Investment Banking, AML, Securities, Middle Office, Back Office, Settlement
Education
The University of Reading 1998 — 2001
Bachelor of Management and Business Administration, Business Administration and Management, General
Liesel Streich Liesel Streich's JPMorgan Chase Experience June 2008 - May 2012
Job Owner/Coach at Limitless Endurance
Industry Health, Wellness and Fitness
Experience
Limitless Endurance May 2012 - Present
Z's Cafe & Catering May 2012 - August 2013
JPMorgan Chase June 2008 - May 2012
JPMorgan Chase May 2007 - June 2008
US Bank May 2005 - May 2007
Skills
Banking, Financial Analysis, Outlook, Process Improvement, Relationship Management, Microsoft Excel, Customer Service, Coaching, Triathlon, Running, Swimming, Cycling, Events Coordination, Event Management, Event Planning, Marathon, Organization
Education
University of San Diego 2000 — 2004
BBA, Business, International Business, International Relations
Limitless Endurance May 2012 - Present
Z's Cafe & Catering May 2012 - August 2013
JPMorgan Chase June 2008 - May 2012
JPMorgan Chase May 2007 - June 2008
US Bank May 2005 - May 2007
Skills
Banking, Financial Analysis, Outlook, Process Improvement, Relationship Management, Microsoft Excel, Customer Service, Coaching, Triathlon, Running, Swimming, Cycling, Events Coordination, Event Management, Event Planning, Marathon, Organization
Education
University of San Diego 2000 — 2004
BBA, Business, International Business, International Relations
Keith Cail Keith Cail's JPMorgan Chase Experience January 2000 - November 2006
Job Executive Director of Sales Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. September 2012 - Present
Bank of America November 2006 - September 2012
JPMorgan Chase January 2000 - November 2006
Skills
Commercial Banking, Consumer Lending, Credit Analysis, Underwriting, Sales Management, Credit, Team Leadership, Retail Banking
Education
University of Rhode Island 1988 — 1991
Ally Financial Inc. September 2012 - Present
Bank of America November 2006 - September 2012
JPMorgan Chase January 2000 - November 2006
Skills
Commercial Banking, Consumer Lending, Credit Analysis, Underwriting, Sales Management, Credit, Team Leadership, Retail Banking
Education
University of Rhode Island 1988 — 1991
Matthew Shambroom Matthew Shambroom's JPMorgan Chase Experience 2001 - 2002
Job Director of Finance and HR at Yerdle
Industry Marketing and Advertising
Experience
Yerdle February 2015 - Present
Yerdle May 2014 - March 2015
Blu Skye Consulting April 2013 - March 2015
Aiko Agency January 2012 - April 2013
AngelPoints January 2011 - October 2011
Saatchi & Saatchi S December 2006 - April 2010
Robert Half International May 2005 - November 2006
Palo Alto Medical Foundation 2003 - August 2004
JPMorgan Chase 2001 - 2002
Evite.com 2000 - 2001
Skills
Project Management, Start-ups, Project Planning, Management, Leadership, Strategy, Business Analysis, Process Improvement, Cross-functional Team..., Business Process
Education
University of Rochester 1994 — 1998
Economics
Horace Greeley High School 1990 — 1994
High School
Yerdle February 2015 - Present
Yerdle May 2014 - March 2015
Blu Skye Consulting April 2013 - March 2015
Aiko Agency January 2012 - April 2013
AngelPoints January 2011 - October 2011
Saatchi & Saatchi S December 2006 - April 2010
Robert Half International May 2005 - November 2006
Palo Alto Medical Foundation 2003 - August 2004
JPMorgan Chase 2001 - 2002
Evite.com 2000 - 2001
Skills
Project Management, Start-ups, Project Planning, Management, Leadership, Strategy, Business Analysis, Process Improvement, Cross-functional Team..., Business Process
Education
University of Rochester 1994 — 1998
Economics
Horace Greeley High School 1990 — 1994
High School
Laura Kilday Laura Kilday's JPMorgan Chase Experience September 2002 - December 2002
Job VP, Product Info Analysis Mgr at TD Bank
Industry Banking
Experience
TD October 2013 - Present
Berkshire Bank April 2013 - August 2013
Citizens Bank June 2010 - April 2013
Foundation for Innovative New Diagnostics (FIND) June 2009 - June 2010
Sovereign Bank June 2006 - July 2008
Bureau of Labor Statistics December 2003 - June 2006
JPMorgan Chase September 2002 - December 2002
Skills
Finance, Financial Analysis, Analysis, Analytics, MIS, Banking, Process Improvement, Forecasting, Cash Management, Budgets, Credit
Education
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2008 — 2009
MBA
University of Rochester 1999 — 2003
BA
TD October 2013 - Present
Berkshire Bank April 2013 - August 2013
Citizens Bank June 2010 - April 2013
Foundation for Innovative New Diagnostics (FIND) June 2009 - June 2010
Sovereign Bank June 2006 - July 2008
Bureau of Labor Statistics December 2003 - June 2006
JPMorgan Chase September 2002 - December 2002
Skills
Finance, Financial Analysis, Analysis, Analytics, MIS, Banking, Process Improvement, Forecasting, Cash Management, Budgets, Credit
Education
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2008 — 2009
MBA
University of Rochester 1999 — 2003
BA
Alexa Roberti Alexa Roberti's JPMorgan Chase Experience June 2012 - August 2012
Job Analyst at Adrian Jules
Industry Apparel & Fashion
Experience
Adrian Jules Custom Clothiers July 2009 - Present
SIS January 2013 - October 2013
JPMorgan Chase June 2012 - August 2012
Center for Intentional Leadership July 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Excel, Access, PowerPoint, Economics, Financial Accounting, Financial Analysis, Marketing, Modeling, Marketing Strategy, Forecasting, Teamwork, Market Analysis, Nonprofits, Microsoft Office, Data Analysis, Analysis, Microsoft Word
Education
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Economics, Business, 3.8
Adrian Jules Custom Clothiers July 2009 - Present
SIS January 2013 - October 2013
JPMorgan Chase June 2012 - August 2012
Center for Intentional Leadership July 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Microsoft Excel, Access, PowerPoint, Economics, Financial Accounting, Financial Analysis, Marketing, Modeling, Marketing Strategy, Forecasting, Teamwork, Market Analysis, Nonprofits, Microsoft Office, Data Analysis, Analysis, Microsoft Word
Education
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Economics, Business, 3.8
Monica (Lucas) Mooney Monica (Lucas) Mooney's JPMorgan Chase Experience February 2012 - June 2013
Job Risk and Governance Lead at BARCLAYCARD US
Industry Accounting
Experience
BARCLAYCARD US July 2013 - December 2013
JPMorgan Chase February 2012 - June 2013
Ernst & Young 2001 - October 2011
Xerox June 1981 - September 2001
Skills
Internal Audit, Internal Controls, SOX, Auditing, Compliance, Enterprise Risk..., Risk, Certified Internal..., Risk Assessment, Corporate Governance, Process Improvement, COSO, Compliance Audits, Sarbanes-Oxley Act, Financial Risk, Strategy, Finance, Financial Analysis, Management
Education
University of Rochester - Simon Business School 1994 — 1996
MBA, Management
Yorktown High School
BARCLAYCARD US July 2013 - December 2013
JPMorgan Chase February 2012 - June 2013
Ernst & Young 2001 - October 2011
Xerox June 1981 - September 2001
Skills
Internal Audit, Internal Controls, SOX, Auditing, Compliance, Enterprise Risk..., Risk, Certified Internal..., Risk Assessment, Corporate Governance, Process Improvement, COSO, Compliance Audits, Sarbanes-Oxley Act, Financial Risk, Strategy, Finance, Financial Analysis, Management
Education
University of Rochester - Simon Business School 1994 — 1996
MBA, Management
Yorktown High School
John M. McKenna John M. McKenna's JPMorgan Chase Experience November 1992 - December 2008
Job President & CEO at Tompkins Bank of Castile
Industry Banking
Experience
Tompkins Bank of Castile January 2015 - Present
Tompkins Bank of Castile April 2009 - Present
JPMorgan Chase November 1992 - December 2008
JP Morgan Securities Inc. 1992 - 2008
Skills
Syndications, Asset Based Lending, Leveraged Finance
Education
University of Rochester - Simon Business School 1988 — 1992
MBA, Finance & Marketing
University of Rochester 1984 — 1988
BA, Economics
Tompkins Bank of Castile January 2015 - Present
Tompkins Bank of Castile April 2009 - Present
JPMorgan Chase November 1992 - December 2008
JP Morgan Securities Inc. 1992 - 2008
Skills
Syndications, Asset Based Lending, Leveraged Finance
Education
University of Rochester - Simon Business School 1988 — 1992
MBA, Finance & Marketing
University of Rochester 1984 — 1988
BA, Economics
Andrew Mackenzie Andrew Mackenzie's JPMorgan Chase Experience August 1987 - December 1989
Job Chief Marketing Officer at UnItedHealthcare, Employer & Individual
Industry Marketing and Advertising
Experience
UnItedHealthcare, Employer & Individual March 2015 - Present
UnitedHealthcare August 2010 - March 2015
Yamamoto Moss Mackenzie January 1997 - October 2010
Mackenzie Marketing January 1997 - October 2006
Colle+McVoy 2002 - 2003
John Ryan Company August 1992 - December 1996
Herman*Mancino January 1990 - July 1992
JPMorgan Chase August 1987 - December 1989
McCaffrey and McCall July 1985 - July 1987
Skills
Marketing Communications, Marketing, Integrated Marketing, Interactive Marketing, Email Marketing, Creative Direction, Marketing Strategy, Direct Mail, Digital Marketing, Creative Strategy, Leadership, Relationship Marketing, Management, Brand Development, Brand Management, Strategic Planning, Direct Marketing, Digital Strategy, Social Media, SEO, Online Marketing, Product Marketing, Branding & Identity, Advertising, Brand Architecture, Social Media Marketing, Copywriting, Public Relations, Marketing Management, Market Research, Corporate Branding, Strategy, Content Strategy, Online Advertising, B2B, Media Relations, Competitive Analysis, Lead Generation, Marketing Research, SEM, Multi-channel Marketing, Market Planning, Media Planning
Education
University of Rhode Island - College of Business Administration 1981 — 1985
BS, Marketing & MIS
Westminster School 1979 — 1981
UnItedHealthcare, Employer & Individual March 2015 - Present
UnitedHealthcare August 2010 - March 2015
Yamamoto Moss Mackenzie January 1997 - October 2010
Mackenzie Marketing January 1997 - October 2006
Colle+McVoy 2002 - 2003
John Ryan Company August 1992 - December 1996
Herman*Mancino January 1990 - July 1992
JPMorgan Chase August 1987 - December 1989
McCaffrey and McCall July 1985 - July 1987
Skills
Marketing Communications, Marketing, Integrated Marketing, Interactive Marketing, Email Marketing, Creative Direction, Marketing Strategy, Direct Mail, Digital Marketing, Creative Strategy, Leadership, Relationship Marketing, Management, Brand Development, Brand Management, Strategic Planning, Direct Marketing, Digital Strategy, Social Media, SEO, Online Marketing, Product Marketing, Branding & Identity, Advertising, Brand Architecture, Social Media Marketing, Copywriting, Public Relations, Marketing Management, Market Research, Corporate Branding, Strategy, Content Strategy, Online Advertising, B2B, Media Relations, Competitive Analysis, Lead Generation, Marketing Research, SEM, Multi-channel Marketing, Market Planning, Media Planning
Education
University of Rhode Island - College of Business Administration 1981 — 1985
BS, Marketing & MIS
Westminster School 1979 — 1981
Flossie Pala Flossie Pala's JPMorgan Chase Experience February 1998 - March 2007
Job Senior Accountant at Nordson Asymtek
Industry Electrical/Electronic Manufacturing
Experience
Nordson Asymtek June 2007 - Present
JPMorgan Chase February 1998 - March 2007
NEC Technologies Philippines, Inc. February 1991 - October 1996
Education
University of San Carlos 1984 — 1988
BS Accounting
Nordson Asymtek June 2007 - Present
JPMorgan Chase February 1998 - March 2007
NEC Technologies Philippines, Inc. February 1991 - October 1996
Education
University of San Carlos 1984 — 1988
BS Accounting
Kaitlyn Devine Kaitlyn Devine's JPMorgan Chase Experience October 2012 - March 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan April 2014 - June 2015
JPMorgan Chase October 2012 - March 2014
Jayne Wrightsman July 2011 - September 2012
Ghana Africa International Operations February 2011 - May 2011
John T. Mather Memorial Hospital June 2010 - August 2010
Skills
PowerPoint, Word, Outlook, Excel, certaflex, Finance, Microsoft Excel, Social Media
Education
University of San Diego 2007 — 2011
BS, Finance and International Business
University of Virginia 2009 — 2009
Semester at Sea Program
J.P. Morgan June 2015 - Present
J.P. Morgan April 2014 - June 2015
JPMorgan Chase October 2012 - March 2014
Jayne Wrightsman July 2011 - September 2012
Ghana Africa International Operations February 2011 - May 2011
John T. Mather Memorial Hospital June 2010 - August 2010
Skills
PowerPoint, Word, Outlook, Excel, certaflex, Finance, Microsoft Excel, Social Media
Education
University of San Diego 2007 — 2011
BS, Finance and International Business
University of Virginia 2009 — 2009
Semester at Sea Program
Kelly Roche Kelly Roche's JPMorgan Chase Experience September 2013 - Present
Job Corporate Rates and FX Sales Business Manager
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
J.P. Morgan June 2012 - Present
JPMorgan Chase June 2010 - June 2012
RBS June 2007 - June 2010
Skills
Interest Rate..., Rates, Financial Risk, Options, Derivatives, Fixed Income, Middle Office, FX Options, Bonds, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Swaps, Equities, Trading, Management
Education
University of Richmond 2003 — 2007
JPMorgan Chase September 2013 - Present
J.P. Morgan June 2012 - Present
JPMorgan Chase June 2010 - June 2012
RBS June 2007 - June 2010
Skills
Interest Rate..., Rates, Financial Risk, Options, Derivatives, Fixed Income, Middle Office, FX Options, Bonds, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Swaps, Equities, Trading, Management
Education
University of Richmond 2003 — 2007
Luke Molito Luke Molito's JPMorgan Chase Experience March 2010 - Present
Job Mortgage Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2010 - Present
Countrywide Home Loans January 2006 - May 2009
Skills
Mortgage Lending, Loans, Condos, Finance, FHA, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, FHA financing, VA loans, Credit, First Time Home Buyers, Investment Properties, Banking, Real Estate, Commercial Lending, Investments, Purchase Financing, Short Sales, VA Loans, Loss Mitigation, FHA Financing
Education
University of Rhode Island 1997 — 2001
JPMorgan Chase March 2010 - Present
Countrywide Home Loans January 2006 - May 2009
Skills
Mortgage Lending, Loans, Condos, Finance, FHA, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, FHA financing, VA loans, Credit, First Time Home Buyers, Investment Properties, Banking, Real Estate, Commercial Lending, Investments, Purchase Financing, Short Sales, VA Loans, Loss Mitigation, FHA Financing
Education
University of Rhode Island 1997 — 2001
Ryne Standish's JPMorgan Chase Experience September 2010 - September 2013
Job Staff Accountant at Swiss Re
Industry Financial Services
Experience
Swiss Re May 2014 - Present
Swiss Re September 2013 - May 2014
JPMorgan Chase September 2010 - September 2013
New Haven High August 2010 - December 2012
Standish Apps October 2009 - October 2010
Wells Fargo Financial March 2010 - September 2010
Country Inn and Suites February 2010 - March 2010
Sam's Club May 2009 - August 2009
Skills
Series 6, Series 63, Life Insurance, Time Management, Microsoft Office, Microsoft Excel, Credit, Customer Service, Leadership, Loan Origination, Management, Mortgage Banking, Sales, Finance
Education
University of Saint Francis 2005 — 2009
Bachelors of Science in Accounting, Accounting, Business Administration
Swiss Re May 2014 - Present
Swiss Re September 2013 - May 2014
JPMorgan Chase September 2010 - September 2013
New Haven High August 2010 - December 2012
Standish Apps October 2009 - October 2010
Wells Fargo Financial March 2010 - September 2010
Country Inn and Suites February 2010 - March 2010
Sam's Club May 2009 - August 2009
Skills
Series 6, Series 63, Life Insurance, Time Management, Microsoft Office, Microsoft Excel, Credit, Customer Service, Leadership, Loan Origination, Management, Mortgage Banking, Sales, Finance
Education
University of Saint Francis 2005 — 2009
Bachelors of Science in Accounting, Accounting, Business Administration
Saima Rathor's JPMorgan Chase Experience 1997 - 2001
Job Business Development
Industry Investment Management
Experience
dailyFIRSTPAGES September 2013 - September 2014
Institutional Investor 2002 - 2004
JPMorgan Chase 1997 - 2001
KeyBank 1995 - 1997
Skills
Digital Media, New Business Development, Strategic Partnerships
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1993 — 1995
MBA, Finance, Corporate Accounting
dailyFIRSTPAGES September 2013 - September 2014
Institutional Investor 2002 - 2004
JPMorgan Chase 1997 - 2001
KeyBank 1995 - 1997
Skills
Digital Media, New Business Development, Strategic Partnerships
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1993 — 1995
MBA, Finance, Corporate Accounting
Rachel Gadoury Rachel Gadoury's JPMorgan Chase Experience August 2009 - July 2011
Job Senior Financial Analyst at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts March 2015 - Present
Express Scripts March 2013 - March 2015
Express Scripts July 2011 - March 2013
JPMorgan Chase August 2009 - July 2011
Northwestern Mutual December 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Upselling, Consulting, Data Presentation, Financial Reporting, Corporate Finance, PowerPoint, Microsoft Excel, Healthcare, Pharmacy Benefit..., Forecasting
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Applied Economics and Economics of Theory
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance, Concentration in Accounting
Express Scripts March 2015 - Present
Express Scripts March 2013 - March 2015
Express Scripts July 2011 - March 2013
JPMorgan Chase August 2009 - July 2011
Northwestern Mutual December 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Upselling, Consulting, Data Presentation, Financial Reporting, Corporate Finance, PowerPoint, Microsoft Excel, Healthcare, Pharmacy Benefit..., Forecasting
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Applied Economics and Economics of Theory
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance, Concentration in Accounting
Joseph Hake Joseph Hake's JPMorgan Chase Experience January 2012 - July 2015
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
JPMorgan Chase January 2012 - July 2015
JPMorgan Chase June 2010 - December 2011
Morgan Stanley August 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Series 66, Series 31, Portfolio Management, FINRA, Investments, Uniform Combined State..., Loans, Series 63, Equities, Finance, Asset Allocation, Private Equity, Trading, Investment Management, Management
Education
University of San Diego 2004 — 2008
Business Finance, Finance/Accounting
University of Virgina 2006 — 2006
Semester at Sea Study Abroad Program, Fall Semester - 2006
Goldman Sachs July 2015 - Present
JPMorgan Chase January 2012 - July 2015
JPMorgan Chase June 2010 - December 2011
Morgan Stanley August 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Series 66, Series 31, Portfolio Management, FINRA, Investments, Uniform Combined State..., Loans, Series 63, Equities, Finance, Asset Allocation, Private Equity, Trading, Investment Management, Management
Education
University of San Diego 2004 — 2008
Business Finance, Finance/Accounting
University of Virgina 2006 — 2006
Semester at Sea Study Abroad Program, Fall Semester - 2006
Colin Cheney Colin Cheney's JPMorgan Chase Experience March 2010 - August 2011
Job Channel Relationship Manager at ShopKeep
Industry Computer Software
Experience
Nadex February 2014 - May 2015
OANDA July 2012 - February 2014
MF Global September 2011 - November 2011
JPMorgan Chase March 2010 - August 2011
Timothy O'Toole's Pub June 2009 - February 2010
The Mad Hatter May 2006 - March 2009
Scottrade Inc. January 2008 - May 2008
Integrity Energy Inc. June 2006 - August 2006
Skills
Financial Markets, Trading, Foreign Exchange, Financial Analysis, Microsoft Excel, Equities, Derivatives, Options, Sales, Risk Management, Microsoft Office, Business Development, Customer Service, Binary Options, Bull Spreads, Forex, Futures, Technical Analysis, International Finance, Salesforce.com, Bloomberg Terminal, PowerPoint
Education
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science in Business Administration
Nadex February 2014 - May 2015
OANDA July 2012 - February 2014
MF Global September 2011 - November 2011
JPMorgan Chase March 2010 - August 2011
Timothy O'Toole's Pub June 2009 - February 2010
The Mad Hatter May 2006 - March 2009
Scottrade Inc. January 2008 - May 2008
Integrity Energy Inc. June 2006 - August 2006
Skills
Financial Markets, Trading, Foreign Exchange, Financial Analysis, Microsoft Excel, Equities, Derivatives, Options, Sales, Risk Management, Microsoft Office, Business Development, Customer Service, Binary Options, Bull Spreads, Forex, Futures, Technical Analysis, International Finance, Salesforce.com, Bloomberg Terminal, PowerPoint
Education
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science in Business Administration
John G. Roman III's JPMorgan Chase Experience September 2011 - August 2013
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
MassMutual Financial Group July 2014 - June 2015
First Niagara Bank/LPL Financial September 2013 - July 2014
JPMorgan Chase September 2011 - August 2013
Skills
Life and Health..., Mutual Funds, Variable Life, Fixed Annuities, Variable Products, Variable Annuities, Wealth Management..., Portfolio Management, Financial Portfolio..., Management, Sales, Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Statistics, Financial Analysis, Finance
Education
University of Rochester 2006 — 2010
B.A., Political Science, Biology, Philosophy
Principal Financial Group June 2015 - Present
MassMutual Financial Group July 2014 - June 2015
First Niagara Bank/LPL Financial September 2013 - July 2014
JPMorgan Chase September 2011 - August 2013
Skills
Life and Health..., Mutual Funds, Variable Life, Fixed Annuities, Variable Products, Variable Annuities, Wealth Management..., Portfolio Management, Financial Portfolio..., Management, Sales, Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Statistics, Financial Analysis, Finance
Education
University of Rochester 2006 — 2010
B.A., Political Science, Biology, Philosophy
Jessica Murray Jessica Murray's JPMorgan Chase Experience June 2010 - March 2014
Job Corporate Communications at PeerStreet
Industry Real Estate
Experience
PeerStreet July 2015 - Present
CompStak® July 2014 - July 2015
JPMorgan Chase June 2010 - March 2014
ISP Sports January 2010 - May 2010
The Collegian March 2008 - March 2010
Jefferies & Company June 2009 - August 2009
American Securities June 2008 - August 2008
Dan's Papers June 2007 - August 2007
Murray Capital Management August 2006 - August 2006
Skills
Bloomberg, Fixed Income, Analysis, Trading, Bloomberg Terminal, Series 7, CMBS, Commercial Real Estate, Hedge Funds, Series 63, Trepp, Sales, Microsoft Excel, Business Development, Microsoft Office, Writing, Blogging, Salesforce.com, SaaS, Sales Strategy, Client Relations
Education
University of Richmond 2006 — 2010
B.S.B.A, Finance, Journalism
The Hewitt School 2001 — 2006
The Kent Place School 1991 — 2001
PeerStreet July 2015 - Present
CompStak® July 2014 - July 2015
JPMorgan Chase June 2010 - March 2014
ISP Sports January 2010 - May 2010
The Collegian March 2008 - March 2010
Jefferies & Company June 2009 - August 2009
American Securities June 2008 - August 2008
Dan's Papers June 2007 - August 2007
Murray Capital Management August 2006 - August 2006
Skills
Bloomberg, Fixed Income, Analysis, Trading, Bloomberg Terminal, Series 7, CMBS, Commercial Real Estate, Hedge Funds, Series 63, Trepp, Sales, Microsoft Excel, Business Development, Microsoft Office, Writing, Blogging, Salesforce.com, SaaS, Sales Strategy, Client Relations
Education
University of Richmond 2006 — 2010
B.S.B.A, Finance, Journalism
The Hewitt School 2001 — 2006
The Kent Place School 1991 — 2001
Nick Arcese...NMLS 278889 Nick Arcese...NMLS 278889's JPMorgan Chase Experience July 2012 - January 2014
Job Notary PublicMortgage Loan Consultant
Industry Banking
Experience
Wells Fargo Home Mortgage January 2014 - March 2015
JPMorgan Chase July 2012 - January 2014
MetAmerica Mortgage Bankers March 2009 - May 2011
Countrywide Home Loans (acquired by Bank of America) February 2004 - February 2009
Skills
Refinance, Mortgage Banking, Residential Mortgages, Loans, Loan Origination, Sales Management, Direct Sales, Marketing, Telephone Sales, Inside Sales, Sales Trainer, First Time Home Buyers, Sales, Telemarketing, Home Equity Loans, Mortgage Lending, FHA Financing, FHA
Education
University of Richmond - Robins School of Business 1974 — 1978
BS, Marketing
Churchland High School
Wells Fargo Home Mortgage January 2014 - March 2015
JPMorgan Chase July 2012 - January 2014
MetAmerica Mortgage Bankers March 2009 - May 2011
Countrywide Home Loans (acquired by Bank of America) February 2004 - February 2009
Skills
Refinance, Mortgage Banking, Residential Mortgages, Loans, Loan Origination, Sales Management, Direct Sales, Marketing, Telephone Sales, Inside Sales, Sales Trainer, First Time Home Buyers, Sales, Telemarketing, Home Equity Loans, Mortgage Lending, FHA Financing, FHA
Education
University of Richmond - Robins School of Business 1974 — 1978
BS, Marketing
Churchland High School
Peter Seok Peter Seok's JPMorgan Chase Experience September 2013 - March 2015
Job Vice President at MUFG Americas
Industry Investment Banking
Experience
MUFG Americas March 2015 - Present
JPMorgan Chase September 2013 - March 2015
Barclays Capital November 2012 - September 2013
Deutsche Bank September 2010 - November 2012
Lehman Brothers August 2003 - April 2006
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Fixed Income, PowerPoint, Derivatives, Securitization, Basel II, Risk Management, Credit Risk, VBA, Microsoft Access
Education
University of St. Gallen 2008 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Rochester 1998 — 2002
Bachelor of Arts (B.A.), Economics
MUFG Americas March 2015 - Present
JPMorgan Chase September 2013 - March 2015
Barclays Capital November 2012 - September 2013
Deutsche Bank September 2010 - November 2012
Lehman Brothers August 2003 - April 2006
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Fixed Income, PowerPoint, Derivatives, Securitization, Basel II, Risk Management, Credit Risk, VBA, Microsoft Access
Education
University of St. Gallen 2008 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Rochester 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jim Melvin's JPMorgan Chase Experience March 2014 - Present
Job Chief Administration Office at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
JPMorgan Chase January 2001 - Present
Prudential Investments January 1998 - December 2000
AT&T January 1986 - December 1997
Skills
Global Operations..., Project Management, Supplier Management, Risk Management, Vendor Management, Process Improvement, Cross-functional Team..., Outsourcing, Business Process..., Strategy, Call Centers, Leadership, Management, Change Management, Program Management, Team Management, Banking, Team Building, CRM, Business Analysis, Business Strategy, Forecasting, Team Leadership, Budgets
Education
University of Rhode Island 1982 — 1986
Bachelor of Science, Marketing
JPMorgan Chase March 2014 - Present
JPMorgan Chase January 2001 - Present
Prudential Investments January 1998 - December 2000
AT&T January 1986 - December 1997
Skills
Global Operations..., Project Management, Supplier Management, Risk Management, Vendor Management, Process Improvement, Cross-functional Team..., Outsourcing, Business Process..., Strategy, Call Centers, Leadership, Management, Change Management, Program Management, Team Management, Banking, Team Building, CRM, Business Analysis, Business Strategy, Forecasting, Team Leadership, Budgets
Education
University of Rhode Island 1982 — 1986
Bachelor of Science, Marketing
Kathryn Wixted's JPMorgan Chase Experience June 2012 - September 2012
Job Business Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle September 2014 - Present
iMatrix December 2013 - August 2014
NextImage Medical August 2013 - November 2013
Rohe Levy Financial and Insurance Services, Inc. September 2012 - July 2013
JPMorgan Chase June 2012 - September 2012
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Business Marketing
Florence University of the Arts
Oracle September 2014 - Present
iMatrix December 2013 - August 2014
NextImage Medical August 2013 - November 2013
Rohe Levy Financial and Insurance Services, Inc. September 2012 - July 2013
JPMorgan Chase June 2012 - September 2012
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Business Marketing
Florence University of the Arts
Katherine Shyu Keeling Katherine Shyu Keeling's JPMorgan Chase Experience January 1987 - April 1990
Job fine art abstract expression of music, dance, seascape, and underwater themes
Industry Arts and Crafts
Experience
abastract painter of joyful dance, music, landscape and underwater thems April 1996 - Present
JPMorgan Chase January 1987 - April 1990
Skills
Art, Strategic Planning, Management, Fine Art, Business Development, Visual Arts, Oil Painting, Interior Design
Education
University of San Diego 1981 — 1983
MBA, A-
abastract painter of joyful dance, music, landscape and underwater thems April 1996 - Present
JPMorgan Chase January 1987 - April 1990
Skills
Art, Strategic Planning, Management, Fine Art, Business Development, Visual Arts, Oil Painting, Interior Design
Education
University of San Diego 1981 — 1983
MBA, A-
Anurag Matharasi Anurag Matharasi's JPMorgan Chase Experience May 2014 - August 2014
Job Consultant at Hitachi Consulting
Industry Higher Education
Experience
Hitachi Consulting September 2015 - Present
Pepperwood Capital Partners, LLC September 2014 - December 2014
JPMorgan Chase May 2014 - August 2014
Fujitsu Network Communications June 2013 - August 2013
Core Municipal Analytics, LLC. February 2013 - June 2013
Skills
Integrated Marketing, Windows, Telecommunications, Microsoft Office, Team Leadership, Management, Sales Engineering, Business Analysis, Public Speaking, Sales, Java, Financial Modeling, Investments, SQL, SAP ERP
Education
The University of Texas at Dallas - School of Management 2012 — 2015
Bachelor of Science (BS), Management Information Systems & Finance
University of Rochester 2011 — 2012
Bachelor of Arts (BA)- The Eastman School of Music, Orchestral Trumpet Performance
Hitachi Consulting September 2015 - Present
Pepperwood Capital Partners, LLC September 2014 - December 2014
JPMorgan Chase May 2014 - August 2014
Fujitsu Network Communications June 2013 - August 2013
Core Municipal Analytics, LLC. February 2013 - June 2013
Skills
Integrated Marketing, Windows, Telecommunications, Microsoft Office, Team Leadership, Management, Sales Engineering, Business Analysis, Public Speaking, Sales, Java, Financial Modeling, Investments, SQL, SAP ERP
Education
The University of Texas at Dallas - School of Management 2012 — 2015
Bachelor of Science (BS), Management Information Systems & Finance
University of Rochester 2011 — 2012
Bachelor of Arts (BA)- The Eastman School of Music, Orchestral Trumpet Performance
Jeremy Swonger's JPMorgan Chase Experience January 2012 - April 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC November 2013 - Present
Caliber Home Loans April 2013 - November 2013
JPMorgan Chase January 2012 - April 2013
JPMorgan Chase January 2008 - January 2012
Skills
FHA, USDA, Credit Analysis, Conventional Loans, VA loans, 203K, Mortgage Lending, Mortgage Banking, Credit, Loans, Banking, Loan Origination, Residential Mortgages, Refinance, Customer Service, FHA financing, Mortgage Marketing, Real Estate Transactions, Rates, Home Equity Loans, Loan Servicing, Government Loans, Home Equity Lines of..., Lines Of Credit, Cross Selling, Finance, Financial Services, Home Equity, Retirement, Investments, Retail Banking, Branch Banking, Deposits, Series 63, Cash Management, Retirement Planning, Credit Cards, Relationship Management, Series 6, SBA, Mutual Funds, Merchant Services, Securities, Personal Finance, IRAs, Banking Relationships, Fixed Annuities
Education
University of Saint Francis 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
PNC November 2013 - Present
Caliber Home Loans April 2013 - November 2013
JPMorgan Chase January 2012 - April 2013
JPMorgan Chase January 2008 - January 2012
Skills
FHA, USDA, Credit Analysis, Conventional Loans, VA loans, 203K, Mortgage Lending, Mortgage Banking, Credit, Loans, Banking, Loan Origination, Residential Mortgages, Refinance, Customer Service, FHA financing, Mortgage Marketing, Real Estate Transactions, Rates, Home Equity Loans, Loan Servicing, Government Loans, Home Equity Lines of..., Lines Of Credit, Cross Selling, Finance, Financial Services, Home Equity, Retirement, Investments, Retail Banking, Branch Banking, Deposits, Series 63, Cash Management, Retirement Planning, Credit Cards, Relationship Management, Series 6, SBA, Mutual Funds, Merchant Services, Securities, Personal Finance, IRAs, Banking Relationships, Fixed Annuities
Education
University of Saint Francis 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Andrew Hess Andrew Hess's JPMorgan Chase Experience February 2012 - March 2013
Job Senior Fund Accountant at KKR Prisma
Industry Accounting
Experience
KKR March 2013 - Present
JPMorgan Chase February 2012 - March 2013
First Investors Corporation June 2010 - February 2012
Nicholson & Associates January 2010 - May 2010
International Tennis Hall of Fame September 2009 - January 2010
Skills
Excel, Accounting, PowerPoint, Accounts Payable, Access, Finance, Account Reconciliation, Financial Analysis, Forecasting, Analysis, Management, Managerial Finance, Microsoft Excel, Internal Controls, Banking, Hedge Funds, Outlook, Mutual Funds, Economics, Microsoft Office, QuickBooks, Leadership, General Ledger, Tax, Auditing, Investment Banking, Financial Modeling, Strategic Planning, Private Equity, Customer Service, Risk Management, Microsoft Word, Financial Accounting, Budgets, Financial Reporting
Education
University of Rhode Island 2006 — 2010
Bachelor of Science, Accounting
University of Rhode Island - College of Business Administration 2006 — 2010
BS, Accounting
KKR March 2013 - Present
JPMorgan Chase February 2012 - March 2013
First Investors Corporation June 2010 - February 2012
Nicholson & Associates January 2010 - May 2010
International Tennis Hall of Fame September 2009 - January 2010
Skills
Excel, Accounting, PowerPoint, Accounts Payable, Access, Finance, Account Reconciliation, Financial Analysis, Forecasting, Analysis, Management, Managerial Finance, Microsoft Excel, Internal Controls, Banking, Hedge Funds, Outlook, Mutual Funds, Economics, Microsoft Office, QuickBooks, Leadership, General Ledger, Tax, Auditing, Investment Banking, Financial Modeling, Strategic Planning, Private Equity, Customer Service, Risk Management, Microsoft Word, Financial Accounting, Budgets, Financial Reporting
Education
University of Rhode Island 2006 — 2010
Bachelor of Science, Accounting
University of Rhode Island - College of Business Administration 2006 — 2010
BS, Accounting
Kathryn Turner Kathryn Turner's JPMorgan Chase Experience 2004 - 2006
Job Citi Private Bank at Citi
Industry Financial Services
Experience
Citi 2014 - Present
Citi 2013 - 2014
Commodity Trading Advisor 2011 - 2012
Consultant 2009 - 2011
RBS Greenwich Capital 2006 - 2008
JPMorgan Chase 2004 - 2006
Eastman Kodak 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Fixed Income, Derivatives, Asset Managment, Investment Strategies, Bloomberg, Capital Markets, Bonds, Portfolio Management, Asset Allocation, Structured Products, Hedging, series 3
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance
University of Rochester
BS, Chemical Engineering
Citi 2014 - Present
Citi 2013 - 2014
Commodity Trading Advisor 2011 - 2012
Consultant 2009 - 2011
RBS Greenwich Capital 2006 - 2008
JPMorgan Chase 2004 - 2006
Eastman Kodak 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Fixed Income, Derivatives, Asset Managment, Investment Strategies, Bloomberg, Capital Markets, Bonds, Portfolio Management, Asset Allocation, Structured Products, Hedging, series 3
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance
University of Rochester
BS, Chemical Engineering
Bill Chippendale, CPA Bill Chippendale, CPA's JPMorgan Chase Experience January 2006 - December 2008
Job Head of Internal Audit for Capital One Bank
Industry Financial Services
Experience
Capital One January 2009 - Present
JPMorgan Chase January 2006 - December 2008
Ernst & Young January 1998 - January 2006
Skills
Internal Audit, Auditing, Enterprise Risk..., Banking, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Financial Risk, IT Audit, COSO, Operational Risk..., Leadership, Sarbanes-Oxley, Management Consulting, Financial Services, Manage Client..., Risk Assessment
Education
University of Utah - David Eccles School of Business 2002 — 2004
Master's degree, Accounting
University of Rhode Island 1989 — 1993
Bachelor of Science (BS), Economics
Certified Public Accountant
Certified Internal Auditor
University of Virginia - Darden Graduate School of Business Administration 2009 — 2009
Executive Development Program
Capital One January 2009 - Present
JPMorgan Chase January 2006 - December 2008
Ernst & Young January 1998 - January 2006
Skills
Internal Audit, Auditing, Enterprise Risk..., Banking, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Financial Risk, IT Audit, COSO, Operational Risk..., Leadership, Sarbanes-Oxley, Management Consulting, Financial Services, Manage Client..., Risk Assessment
Education
University of Utah - David Eccles School of Business 2002 — 2004
Master's degree, Accounting
University of Rhode Island 1989 — 1993
Bachelor of Science (BS), Economics
Certified Public Accountant
Certified Internal Auditor
University of Virginia - Darden Graduate School of Business Administration 2009 — 2009
Executive Development Program
Susan Faber Susan Faber's JPMorgan Chase Experience September 2012 - Present
Job VP, Executive Recruiter at JPMorgan Chase
Industry Human Resources
Experience
JPMorgan Chase September 2012 - Present
Allegis Group Services July 2011 - September 2012
Forrest Solutions Group - FSS / FSO April 2008 - July 2011
CTI TEKSource September 2004 - March 2008
RG Partners February 2003 - September 2004
Stride and Associates October 1998 - February 2003
Skills
Recruiting, Temporary Placement, Start-ups, Temporary Staffing, Technical Recruiting, Information Technology, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Internet Recruiting, Vendor Management, Executive Search, SDLC, Screening Resumes, Project Management, Sourcing, Benefits Negotiation, Training, Business Analysis, Permanent Placement, Networking, Time Management, Business Development
Education
University of Rochester 1994 — 1998
Horace Mann 1981 — 1994
JPMorgan Chase September 2012 - Present
Allegis Group Services July 2011 - September 2012
Forrest Solutions Group - FSS / FSO April 2008 - July 2011
CTI TEKSource September 2004 - March 2008
RG Partners February 2003 - September 2004
Stride and Associates October 1998 - February 2003
Skills
Recruiting, Temporary Placement, Start-ups, Temporary Staffing, Technical Recruiting, Information Technology, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Internet Recruiting, Vendor Management, Executive Search, SDLC, Screening Resumes, Project Management, Sourcing, Benefits Negotiation, Training, Business Analysis, Permanent Placement, Networking, Time Management, Business Development
Education
University of Rochester 1994 — 1998
Horace Mann 1981 — 1994
Kevin Verbovsky Kevin Verbovsky's JPMorgan Chase Experience July 2013 - Present
Job CWP Manager at JPMorgan Chase
Industry Staffing and Recruiting
Experience
JPMorgan Chase July 2013 - Present
Diversant, Inc March 2010 - June 2013
Robert Half Technology September 2009 - March 2010
Aerotek December 2007 - February 2009
Skills
Infrastructure, Integration, Recruiting, SDLC, Internet Recruiting, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Vendor Management, Sourcing, Staffing Services, Temporary Placement, Screening Resumes, Benefits Negotiation, Staff Augmentation, Screening, College Recruiting, Permanent Placement, Temporary Staffing, Executive Search, IT Recruitment, CRM, Personnel Management, Business Networking, Human Resources, Cold Calling, Job Descriptions, HRIS, Industrial Sector, Talent Management, Strategic Sourcing, Onboarding, Candidate Generation, Search, Employee Relations, Recruitment Advertising, HR Consulting, Boolean Searching, PeopleSoft, Performance Management, Resume Writing, Behavioral Interviewing, Information Technology, Interviews, Networking, Interview Preparation, Building Relationships, Account Management, Resource Management, Consulting
Education
University of Rhode Island 2000 — 2006
Bachelor of Arts, Communications
JPMorgan Chase July 2013 - Present
Diversant, Inc March 2010 - June 2013
Robert Half Technology September 2009 - March 2010
Aerotek December 2007 - February 2009
Skills
Infrastructure, Integration, Recruiting, SDLC, Internet Recruiting, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Vendor Management, Sourcing, Staffing Services, Temporary Placement, Screening Resumes, Benefits Negotiation, Staff Augmentation, Screening, College Recruiting, Permanent Placement, Temporary Staffing, Executive Search, IT Recruitment, CRM, Personnel Management, Business Networking, Human Resources, Cold Calling, Job Descriptions, HRIS, Industrial Sector, Talent Management, Strategic Sourcing, Onboarding, Candidate Generation, Search, Employee Relations, Recruitment Advertising, HR Consulting, Boolean Searching, PeopleSoft, Performance Management, Resume Writing, Behavioral Interviewing, Information Technology, Interviews, Networking, Interview Preparation, Building Relationships, Account Management, Resource Management, Consulting
Education
University of Rhode Island 2000 — 2006
Bachelor of Arts, Communications
Carol Rothweil's JPMorgan Chase Experience 2005 - 2014
Job Director, CRM Program Adminstration at Essent Guaranty, Inc.
Industry Financial Services
Experience
Essent Guaranty, Inc. 2014 - Present
JPMorgan Chase 2005 - 2014
Midland Credit Management, Inc. 2002 - 2005
Advanta 1993 - 2001
Skills
Analysis, Financial Modeling, Mortgage Banking, Process Improvement, Leadership, Project Management, Executive Management, Operations Management, Cross-functional Team..., Relationship Management, Process Design, Performance Management, Building Relationships, Team Building, Capital Markets, Risk Management, Building Business..., Mortgage Lending, Mergers & Acquisitions, Credit, Residential Mortgages, Portfolio Management, Financial Services, Business Planning, Credit Analysis, Banking, Credit Risk, Finance, Forecasting, Analytics, Financial Analysis, Business Analysis, Third Party..., Contract Negotiation, Contract Management, Risk Assessment, Business Strategy
Education
University of San Diego
MBA, Business Administration
University of San Diego
Bachelor of Arts (BA), Mathematics
Essent Guaranty, Inc. 2014 - Present
JPMorgan Chase 2005 - 2014
Midland Credit Management, Inc. 2002 - 2005
Advanta 1993 - 2001
Skills
Analysis, Financial Modeling, Mortgage Banking, Process Improvement, Leadership, Project Management, Executive Management, Operations Management, Cross-functional Team..., Relationship Management, Process Design, Performance Management, Building Relationships, Team Building, Capital Markets, Risk Management, Building Business..., Mortgage Lending, Mergers & Acquisitions, Credit, Residential Mortgages, Portfolio Management, Financial Services, Business Planning, Credit Analysis, Banking, Credit Risk, Finance, Forecasting, Analytics, Financial Analysis, Business Analysis, Third Party..., Contract Negotiation, Contract Management, Risk Assessment, Business Strategy
Education
University of San Diego
MBA, Business Administration
University of San Diego
Bachelor of Arts (BA), Mathematics
William Tucci's JPMorgan Chase Experience April 1990 - December 2007
Job at Saratoga Financial Systems
Industry Information Technology and Services
Experience
Saratoga Financial Systems December 2008 - Present
JPMorgan Chase April 1990 - December 2007
The Bank of New York July 1985 - March 1990
Skills
SDLC, Testing, Analysis, Mainframe, Visio, Requirements Analysis, Business Requirements, Systems Analysis, COBOL, Business Analysis, User Acceptance Testing, Integration, PMP, Management, Software Project..., IT Management, IT Strategy, PMO, Software Documentation, MS Project, Requirements Gathering, Business Intelligence, Business Process, Business Process..., Vendor Management
Education
University of Rochester 1970 — 1974
BA, Economics
Saratoga Financial Systems December 2008 - Present
JPMorgan Chase April 1990 - December 2007
The Bank of New York July 1985 - March 1990
Skills
SDLC, Testing, Analysis, Mainframe, Visio, Requirements Analysis, Business Requirements, Systems Analysis, COBOL, Business Analysis, User Acceptance Testing, Integration, PMP, Management, Software Project..., IT Management, IT Strategy, PMO, Software Documentation, MS Project, Requirements Gathering, Business Intelligence, Business Process, Business Process..., Vendor Management
Education
University of Rochester 1970 — 1974
BA, Economics
donna matheson's JPMorgan Chase Experience 1987 - 2005
Job CFO at Greenwich Academy
Industry Education Management
Experience
Greenwich Academy 2010 - Present
Transportation Association of Greenwich 2006 - Present
Simon Graduate School of Business 2005 - Present
Citigroup 2006 - 2010
JPMorgan Chase 1987 - 2005
Skills
Process Improvement, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Budgets, Financial Reporting, Strategic Planning, Finance, Business Analysis, Managerial Finance, Corporate Finance, Financial Services, Acquisition Integration, Business Strategy, Strategic Financial..., Banking, Due Diligence, Accounting
Education
Passed all three CFA examinations in three consecutive years
University of Rochester - Simon Business School 1977 — 1979
MBA, Finance, Accounting
University of Rochester 1974 — 1978
BA, Mathematics
Certified Public Accountant
1985
Greenwich Academy 2010 - Present
Transportation Association of Greenwich 2006 - Present
Simon Graduate School of Business 2005 - Present
Citigroup 2006 - 2010
JPMorgan Chase 1987 - 2005
Skills
Process Improvement, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Budgets, Financial Reporting, Strategic Planning, Finance, Business Analysis, Managerial Finance, Corporate Finance, Financial Services, Acquisition Integration, Business Strategy, Strategic Financial..., Banking, Due Diligence, Accounting
Education
Passed all three CFA examinations in three consecutive years
University of Rochester - Simon Business School 1977 — 1979
MBA, Finance, Accounting
University of Rochester 1974 — 1978
BA, Mathematics
Certified Public Accountant
1985
Jill Turner's JPMorgan Chase Experience April 2013 - Present
Job Vice President, Communications at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
UBS May 2011 - April 2013
Ernst & Young January 1999 - November 2010
Education
University of Rochester 1991 — 1995
B.A., Marketing and Business Psychology
JPMorgan Chase April 2013 - Present
UBS May 2011 - April 2013
Ernst & Young January 1999 - November 2010
Education
University of Rochester 1991 — 1995
B.A., Marketing and Business Psychology
Arthur Revechkis's JPMorgan Chase Experience August 2004 - February 2005
Job Statistical Analyst at DDW
Industry Market Research
Experience
DDW Marketing AnalystThe PM Group2005 - 2007
JPMorgan Chase August 2004 - February 2005
Education
University of Rochester 1999 — 2003
DDW Marketing AnalystThe PM Group2005 - 2007
JPMorgan Chase August 2004 - February 2005
Education
University of Rochester 1999 — 2003
Daniel Jarvis's JPMorgan Chase Experience 2000 - 2000
Job Project Manager at NICE Actimize
Industry Information Technology and Services
Experience
NICE Actimize June 2014 - Present
Jarvis Consulting March 2001 - May 2014
Guardian Life 2013 - 2014
RBS Citizens Group May 2011 - November 2011
Bank of America July 2009 - October 2010
Citi May 2008 - August 2008
Banc of America Securities August 2006 - November 2007
Credit Suisse 2004 - 2006
GE Commercial Finance July 2002 - April 2004
JPMorgan Chase 2000 - 2000
Skills
Software Project..., Equity Derivatives, Credit Risk, Interest Rate..., Derivatives, Fixed Income, Market Risk, FX Options, Budget, Structured Finance, Budgets, Risk Management, Business Analysis, Capital Markets, Trading Systems
Education
University of Rochester 1991 — 1995
Economics
NICE Actimize June 2014 - Present
Jarvis Consulting March 2001 - May 2014
Guardian Life 2013 - 2014
RBS Citizens Group May 2011 - November 2011
Bank of America July 2009 - October 2010
Citi May 2008 - August 2008
Banc of America Securities August 2006 - November 2007
Credit Suisse 2004 - 2006
GE Commercial Finance July 2002 - April 2004
JPMorgan Chase 2000 - 2000
Skills
Software Project..., Equity Derivatives, Credit Risk, Interest Rate..., Derivatives, Fixed Income, Market Risk, FX Options, Budget, Structured Finance, Budgets, Risk Management, Business Analysis, Capital Markets, Trading Systems
Education
University of Rochester 1991 — 1995
Economics
Kevin McGuire, PMP's JPMorgan Chase Experience 1998 - 2000
Job Project Manager at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
Melissa Scarborough Cox's JPMorgan Chase Experience February 2007 - February 2008
Job Incident Analyst, Global Technology Infrastructure and Services at Barclaycard US
Industry Banking
Experience
Barclaycard US April 2013 - Present
Citicorp February 2012 - April 2013
JP Morgan Chase July 2010 - November 2011
Brand Energy & Infrastructure Services, Inc. 2008 - 2010
JPMorgan Chase February 2007 - February 2008
AIG 1999 - 2003
Skills
Business Analysis, Customer Relations, Banking, Analysis, Systems Analysis, Visio, Recon Plus, Frontier Case Manager, Frontier, Project Management, Testing, Customer Service, Microsoft Office, Process Improvement, SDLC, Management, System Administration, Business Process, Access, Requirements Gathering, Salesforce.com, Risk Management, Vendor Management, Team Leadership, Change Management, Relationship Management, Software Documentation, Training, Business Process..., Business Intelligence, Quality Center, Troubleshooting
Education
University of Richmond - Robins School of Business 1985 — 1989
BS, Finance
Concord High School 1981 — 1985
High School Diploma, Business
Barclaycard US April 2013 - Present
Citicorp February 2012 - April 2013
JP Morgan Chase July 2010 - November 2011
Brand Energy & Infrastructure Services, Inc. 2008 - 2010
JPMorgan Chase February 2007 - February 2008
AIG 1999 - 2003
Skills
Business Analysis, Customer Relations, Banking, Analysis, Systems Analysis, Visio, Recon Plus, Frontier Case Manager, Frontier, Project Management, Testing, Customer Service, Microsoft Office, Process Improvement, SDLC, Management, System Administration, Business Process, Access, Requirements Gathering, Salesforce.com, Risk Management, Vendor Management, Team Leadership, Change Management, Relationship Management, Software Documentation, Training, Business Process..., Business Intelligence, Quality Center, Troubleshooting
Education
University of Richmond - Robins School of Business 1985 — 1989
BS, Finance
Concord High School 1981 — 1985
High School Diploma, Business
Kimberly (Phillips) Kugelman CPA's JPMorgan Chase Experience June 2004 - December 2010
Job CFO Resort Hotel Association
Industry Financial Services
Experience
Resort Hotel Association February 2015 - Present
YWCA of Richmond March 2010 - February 2015
JPMorgan Chase June 2004 - December 2010
Circuit City Stores Inc June 1997 - May 2004
Philip Morris USA December 1995 - June 1997
PricewaterhouseCoopers August 1993 - December 1995
Skills
Strategy, Financial Analysis, Financial Modeling, Negotiation, Business Analysis, Leadership, Process Improvement, Vendor Management, Finance, Accounting, Forecasting, Financial Reporting, Budgets, Cross-functional Team..., Financial Accounting, General Ledger
Education
University of Richmond 1989 — 1993
Bachelor of Science (BS), Accounting
Resort Hotel Association February 2015 - Present
YWCA of Richmond March 2010 - February 2015
JPMorgan Chase June 2004 - December 2010
Circuit City Stores Inc June 1997 - May 2004
Philip Morris USA December 1995 - June 1997
PricewaterhouseCoopers August 1993 - December 1995
Skills
Strategy, Financial Analysis, Financial Modeling, Negotiation, Business Analysis, Leadership, Process Improvement, Vendor Management, Finance, Accounting, Forecasting, Financial Reporting, Budgets, Cross-functional Team..., Financial Accounting, General Ledger
Education
University of Richmond 1989 — 1993
Bachelor of Science (BS), Accounting
Katherine de Leon's JPMorgan Chase Experience April 2003 - May 2015
Job Treasury Solutions Sales
Industry Banking
Experience
Bank Leumi USA June 2015 - Present
JPMorgan Chase April 2003 - May 2015
J.P. Morgan February 2002 - April 2003
J.P. Morgan April 1998 - April 2002
Skills
Fixed Income, Product Management, Foreign Exchange, Project Management, SWIFT messages, Securities, Back Office, Financial Services, Middle Office, Risk Management, Banking, Equities, Global Custody, Relationship Management, Financial Markets
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Business Management
Bank Leumi USA June 2015 - Present
JPMorgan Chase April 2003 - May 2015
J.P. Morgan February 2002 - April 2003
J.P. Morgan April 1998 - April 2002
Skills
Fixed Income, Product Management, Foreign Exchange, Project Management, SWIFT messages, Securities, Back Office, Financial Services, Middle Office, Risk Management, Banking, Equities, Global Custody, Relationship Management, Financial Markets
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Business Management
Jeff Delaney's JPMorgan Chase Experience Market Area ManagerFord Motor Credit CompanyFebruary 1989 - April 2006
Job Commercial Credit Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase Market Area ManagerFord Motor Credit CompanyFebruary 1989 - April 2006
Education
University of Rochester
BA, Biology
University of Rochester - Simon Business School
MBA
JPMorgan Chase Market Area ManagerFord Motor Credit CompanyFebruary 1989 - April 2006
Education
University of Rochester
BA, Biology
University of Rochester - Simon Business School
MBA
Rafe Schoenfeld's JPMorgan Chase Experience June 2008 - Present
Job Executive Director, Compliance Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
Arlene Tourance's JPMorgan Chase Experience 1972 - 1991
Job Vice President at AZ Import/Export LLC
Industry Consumer Goods
Experience
AZ Import/Export LLC Director, Business Systems DevelopmentThe Topps Company1992 - February 2009
Chemical Bank 1973 - 1991
JPMorgan Chase 1972 - 1991
Education
New York University - Leonard N. Stern School of Business 1975 — 1980
MBA, Computer Science
University of Rochester 1968 — 1972
BA, Mathematics
AZ Import/Export LLC Director, Business Systems DevelopmentThe Topps Company1992 - February 2009
Chemical Bank 1973 - 1991
JPMorgan Chase 1972 - 1991
Education
New York University - Leonard N. Stern School of Business 1975 — 1980
MBA, Computer Science
University of Rochester 1968 — 1972
BA, Mathematics
Lori Baruch, CRCM, CIPP's JPMorgan Chase Experience February 2014 - Present
Job Executive Director, Assistant General Counsel at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase December 2010 - January 2014
JPMorgan Chase August 2006 - December 2010
Capital One 1996 - 2006
CAPITAL ONE FINANCIAL CORPORATION 1996 - 2006
Skills
Banking, Financial Services, Risk Management, Loans, Credit Cards, Credit, Financial Risk, Corporate Governance, Enterprise Risk..., Fraud, Corporate Finance
Education
University of Richmond School of Law
JD
University of Virginia
BA, Economics
JPMorgan Chase February 2014 - Present
JPMorgan Chase December 2010 - January 2014
JPMorgan Chase August 2006 - December 2010
Capital One 1996 - 2006
CAPITAL ONE FINANCIAL CORPORATION 1996 - 2006
Skills
Banking, Financial Services, Risk Management, Loans, Credit Cards, Credit, Financial Risk, Corporate Governance, Enterprise Risk..., Fraud, Corporate Finance
Education
University of Richmond School of Law
JD
University of Virginia
BA, Economics
Andrew Hopkins's JPMorgan Chase Experience August 2011 - September 2013
Job VP, Head of Product and Marketing, Consumer Banking and Lending at Discover Financial Services
Industry Banking
Experience
Discover Financial Services July 2014 - Present
JPMorgan Chase & Co. September 2013 - June 2014
JPMorgan Chase August 2011 - September 2013
JPMorgan Chase 2007 - August 2011
Citigroup 2005 - 2007
Citibank 1999 - 2005
Xerox 1995 - 1999
Skills
E-commerce, SEO, Banking, Multi-channel Marketing, Social Media Marketing, Financial Analysis, Retail Banking, Business Development, Email Marketing, Digital Strategy, Mergers & Acquisitions, Financial Services, Direct Marketing, Direct Mail, Accounting, SEM, Mobile Marketing, Web Marketing, Online Marketing, B2B eCommerce, Web Analytics, TV production, M&A experience, Local Marketing, User Experience, International Marketing, Automotive, Anti Money Laundering
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1991 — 1995
BA, Economics
Discover Financial Services July 2014 - Present
JPMorgan Chase & Co. September 2013 - June 2014
JPMorgan Chase August 2011 - September 2013
JPMorgan Chase 2007 - August 2011
Citigroup 2005 - 2007
Citibank 1999 - 2005
Xerox 1995 - 1999
Skills
E-commerce, SEO, Banking, Multi-channel Marketing, Social Media Marketing, Financial Analysis, Retail Banking, Business Development, Email Marketing, Digital Strategy, Mergers & Acquisitions, Financial Services, Direct Marketing, Direct Mail, Accounting, SEM, Mobile Marketing, Web Marketing, Online Marketing, B2B eCommerce, Web Analytics, TV production, M&A experience, Local Marketing, User Experience, International Marketing, Automotive, Anti Money Laundering
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1991 — 1995
BA, Economics
Thomas DaSilva's JPMorgan Chase Experience July 2005 - Present
Job Associate at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2005 - Present
Education
University of Richmond 2001 — 2005
BS, Finance, Economics
University of Richmond - Robins School of Business 2001 — 2005
JPMorgan Chase July 2005 - Present
Education
University of Richmond 2001 — 2005
BS, Finance, Economics
University of Richmond - Robins School of Business 2001 — 2005
Thomas DaSilva's JPMorgan Chase Experience Vice PresidentJPMorgan Chase & Co.January 2014 - Present
Job Vice President at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase Vice PresidentJPMorgan Chase & Co.January 2014 - Present
Skills
Relationship Management, Trade Finance, Treasury Services, Fixed Income, Bloomberg, Interest Rate..., Investment Banking, Asset Management, Capital Markets, Trading, Bonds, Series 7, Swaps, Series 63, Credit Derivatives, DCF, Corporate Finance, Equity Derivatives, Financial Modeling, Middle Office, Emerging Markets, Management, Structured Finance, LBO, Securitization, High Yield, Mergers & Acquisitions, Mutual Funds, FX Options, Equity Valuation, Structured Products, Bloomberg Terminal, Risk Management, Trading Systems, Financial Analysis, Investment Management, Leveraged Finance, Market Data, Equity Capital Markets, Valuation, Private Equity, Financial Structuring, Securities, Hedge Funds
Education
University of Richmond 2001 — 2005
BS, Finance, Economics
University of Richmond - Robins School of Business 2001 — 2005
JPMorgan Chase Vice PresidentJPMorgan Chase & Co.January 2014 - Present
Skills
Relationship Management, Trade Finance, Treasury Services, Fixed Income, Bloomberg, Interest Rate..., Investment Banking, Asset Management, Capital Markets, Trading, Bonds, Series 7, Swaps, Series 63, Credit Derivatives, DCF, Corporate Finance, Equity Derivatives, Financial Modeling, Middle Office, Emerging Markets, Management, Structured Finance, LBO, Securitization, High Yield, Mergers & Acquisitions, Mutual Funds, FX Options, Equity Valuation, Structured Products, Bloomberg Terminal, Risk Management, Trading Systems, Financial Analysis, Investment Management, Leveraged Finance, Market Data, Equity Capital Markets, Valuation, Private Equity, Financial Structuring, Securities, Hedge Funds
Education
University of Richmond 2001 — 2005
BS, Finance, Economics
University of Richmond - Robins School of Business 2001 — 2005
Peter Appolonia's JPMorgan Chase Experience January 2006 - Present
Job Vice President / Risk Policy Administration JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2006 - Present
Ocwen 1993 - 2006
Skills
Default, Loss Mitigation, Risk Management, Credit, Mortgage Banking, Loan Servicing, Loans, Mortgage Servicing, Management, Mortgage Lending, Process Improvement, Underwriting, Loan Origination, Banking, FHA, Vendor Management
Education
University of Rhode Island
JPMorgan Chase January 2006 - Present
Ocwen 1993 - 2006
Skills
Default, Loss Mitigation, Risk Management, Credit, Mortgage Banking, Loan Servicing, Loans, Mortgage Servicing, Management, Mortgage Lending, Process Improvement, Underwriting, Loan Origination, Banking, FHA, Vendor Management
Education
University of Rhode Island
Alan Ketley's JPMorgan Chase Experience September 2007 - August 2013
Job Managing Director at Societe Generale
Industry Banking
Experience
Societe Generale August 2013 - Present
JPMorgan Chase September 2007 - August 2013
HSBC Bank USA August 1998 - September 2007
Barclays Bank August 1990 - August 1998
Lloyds Bank plc 1980 - 1990
Skills
Cash Management, Relationship Management, Operational Risk, Financial Institutions, AML, Trade Finance, OFAC, Commercial Banking, KYC, Correspondent Banking, Trading, Financial Services, Risk Management, Anti Money Laundering, Treasury, Bank Secrecy Act, Loans, USA PATRIOT Act, Payments, Credit, Due Diligence, Proposal Writing, Economic Sanctions, Financial Crime, Sanction, Supply Chain, Retail Banking
Education
Chartered Institute of Bankers 1980 — 1984
ACIB, Banking
University of Reading 1977 — 1980
BA (Hons), Economics
Societe Generale August 2013 - Present
JPMorgan Chase September 2007 - August 2013
HSBC Bank USA August 1998 - September 2007
Barclays Bank August 1990 - August 1998
Lloyds Bank plc 1980 - 1990
Skills
Cash Management, Relationship Management, Operational Risk, Financial Institutions, AML, Trade Finance, OFAC, Commercial Banking, KYC, Correspondent Banking, Trading, Financial Services, Risk Management, Anti Money Laundering, Treasury, Bank Secrecy Act, Loans, USA PATRIOT Act, Payments, Credit, Due Diligence, Proposal Writing, Economic Sanctions, Financial Crime, Sanction, Supply Chain, Retail Banking
Education
Chartered Institute of Bankers 1980 — 1984
ACIB, Banking
University of Reading 1977 — 1980
BA (Hons), Economics
Wing Yan Lam's JPMorgan Chase Experience June 2013 - July 2015
Job Middle Market Sales and Marketing Associate
Industry Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2013 - July 2015
J.P. Morgan July 2010 - June 2013
Skills
Marketing, Middle Market, Sales, Marketing Event Planning, Corporate Finance, Equity Derivatives, Financial Analysis, Data Analysis, Equities, Derivatives, Regulatory Requirements, Dodd-Frank, Project Management
Education
University of Rochester 2006 — 2010
Bachelor of Science (B.S.), Economics, Statistics
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2013 - July 2015
J.P. Morgan July 2010 - June 2013
Skills
Marketing, Middle Market, Sales, Marketing Event Planning, Corporate Finance, Equity Derivatives, Financial Analysis, Data Analysis, Equities, Derivatives, Regulatory Requirements, Dodd-Frank, Project Management
Education
University of Rochester 2006 — 2010
Bachelor of Science (B.S.), Economics, Statistics
Daniel Sirois's JPMorgan Chase Experience April 2006 - July 2008
Job Principal Consultant at LongView International Technology Solutions
Industry Information Technology and Services
Experience
LongView International Technology Solutions November 2014 - Present
Serve an American Express Company 2013 - 2014
Vangent, Inc. 2011 - January 2013
ProVest August 2008 - June 2009
JPMorgan Chase April 2006 - July 2008
Software Architects January 2006 - April 2007
Global Imaging Systems September 2006 - November 2006
Skills
ASP.NET, VB.NET, Microsoft SQL Server, .NET, C#, TFS, Crystal Reports, T-SQL, WCF, IIS, Visual Studio, Web Applications, Integration, SSIS, ASP.NET MVC, Database Design, SSRS, XML, SDLC, Requirements Analysis, SOA, Web Services, LINQ, Xamarin, Sitefinity, Software Development, SQL, Agile Methodologies
Education
University of Rhode Island 2001 — 2005
Bachelor of Science (B.S.), Computer Engineering
LongView International Technology Solutions November 2014 - Present
Serve an American Express Company 2013 - 2014
Vangent, Inc. 2011 - January 2013
ProVest August 2008 - June 2009
JPMorgan Chase April 2006 - July 2008
Software Architects January 2006 - April 2007
Global Imaging Systems September 2006 - November 2006
Skills
ASP.NET, VB.NET, Microsoft SQL Server, .NET, C#, TFS, Crystal Reports, T-SQL, WCF, IIS, Visual Studio, Web Applications, Integration, SSIS, ASP.NET MVC, Database Design, SSRS, XML, SDLC, Requirements Analysis, SOA, Web Services, LINQ, Xamarin, Sitefinity, Software Development, SQL, Agile Methodologies
Education
University of Rhode Island 2001 — 2005
Bachelor of Science (B.S.), Computer Engineering
Jennifer Ruff's JPMorgan Chase Experience 2010 - Present
Job Vice President MIS Controller
Industry Banking
Experience
JPMorgan Chase 2010 - Present
JPMorgan Chase 2004 - 2010
Skills
Wealth Management, Banking, Alternative Investments, Asset Management, Financial Analysis, Accounting
Education
University of Rio Grande and Rio Grande Community College 1989 — 1993
Accounting
JPMorgan Chase 2010 - Present
JPMorgan Chase 2004 - 2010
Skills
Wealth Management, Banking, Alternative Investments, Asset Management, Financial Analysis, Accounting
Education
University of Rio Grande and Rio Grande Community College 1989 — 1993
Accounting
Jim Felty's JPMorgan Chase Experience 1999 - 2006
Job Distressed Credit Trader at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers 2006 - 2008
JPMorgan Chase 1999 - 2006
Education
University of Richmond 1993 — 1997
University of Richmond - Robins School of Business 1993 — 1997
BS, Finance
Barclays Capital 2008 - Present
Lehman Brothers 2006 - 2008
JPMorgan Chase 1999 - 2006
Education
University of Richmond 1993 — 1997
University of Richmond - Robins School of Business 1993 — 1997
BS, Finance
Courtney Bower's JPMorgan Chase Experience January 2009 - Present
Job Senior Underwriter at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase January 2009 - Present
Alliance Commercial Partners September 2005 - April 2009
Education
The Wellington School
University of San Diego
JPMorgan Chase January 2009 - Present
Alliance Commercial Partners September 2005 - April 2009
Education
The Wellington School
University of San Diego
Yang Chen's JPMorgan Chase Experience July 2006 - August 2006
Job
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
Deutsche Bank November 2011 - September 2014
Société Générale Corporate and Investment Banking September 2009 - November 2011
Societe Generale March 2009 - September 2009
Sumitomo Trust and Banking June 2008 - October 2008
University of Rochester September 2006 - May 2008
JPMorgan Chase July 2006 - August 2006
Skills
KYC, AML, OFAC, Banking, Financial Risk, Bank Secrecy Act, USA PATRIOT Act, Financial Analysis, Correspondent Banking, Equities, Anti Money Laundering, Risk Management, Cash Management
Education
University of Rochester 2004 — 2008
B.A., History and Economics
Stuyvesant High School 2000 — 2004
Sewickley Academy 1998 — 2000
JPMorgan Chase & Co. September 2014 - Present
Deutsche Bank November 2011 - September 2014
Société Générale Corporate and Investment Banking September 2009 - November 2011
Societe Generale March 2009 - September 2009
Sumitomo Trust and Banking June 2008 - October 2008
University of Rochester September 2006 - May 2008
JPMorgan Chase July 2006 - August 2006
Skills
KYC, AML, OFAC, Banking, Financial Risk, Bank Secrecy Act, USA PATRIOT Act, Financial Analysis, Correspondent Banking, Equities, Anti Money Laundering, Risk Management, Cash Management
Education
University of Rochester 2004 — 2008
B.A., History and Economics
Stuyvesant High School 2000 — 2004
Sewickley Academy 1998 — 2000
Donald Isenburg's JPMorgan Chase Experience 2006 - Present
Job MD & CFO at JPM Chase
Industry Financial Services
Experience
JPM Chase April 2006 - Present
JPMorgan Chase 2006 - Present
Skills
Financial Modeling, Strategic Financial..., Leadership, Risk Management, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions, Banking, Corporate Finance, Financial Services, Managerial Finance, Cash Management, Investment Banking
Education
University of Richmond - Robins School of Business 1979 — 1983
BS, Accounting
JPM Chase April 2006 - Present
JPMorgan Chase 2006 - Present
Skills
Financial Modeling, Strategic Financial..., Leadership, Risk Management, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions, Banking, Corporate Finance, Financial Services, Managerial Finance, Cash Management, Investment Banking
Education
University of Richmond - Robins School of Business 1979 — 1983
BS, Accounting
John Needham's JPMorgan Chase Experience 2000 - 2004
Job Vice President Senior Relationship Manager Global Capital Markets at Wilmington Trust
Industry Banking
Experience
Wilmington Trust June 2015 - Present
Rebuilding Together NYC 1999 - Present
The Bank of New York Mellon December 2010 - May 2015
The Bank of New York Mellon - (formerly JPMorgan Institutional Trust Sservices) 2005 - 2010
JPMorgan Chase 2000 - 2004
The Chase Manhattan Bank 1999 - 2000
The Chase Manhattan Bank 1995 - 1999
Nations Bank, N.A. - (now Bank of America) 1994 - 1995
Nationsbanc - (now Bank of America) 1992 - 1994
Skills
CRM, Risk Management, Banking, Capital Markets, Due Diligence, Leadership, Fixed Income, Securities, Investments, Management
Education
University of Richmond 1987 — 1991
Bachelor of Arts, English
Saint Joseph's Preparatory School 1983 — 1987
HS Diploma
Wilmington Trust June 2015 - Present
Rebuilding Together NYC 1999 - Present
The Bank of New York Mellon December 2010 - May 2015
The Bank of New York Mellon - (formerly JPMorgan Institutional Trust Sservices) 2005 - 2010
JPMorgan Chase 2000 - 2004
The Chase Manhattan Bank 1999 - 2000
The Chase Manhattan Bank 1995 - 1999
Nations Bank, N.A. - (now Bank of America) 1994 - 1995
Nationsbanc - (now Bank of America) 1992 - 1994
Skills
CRM, Risk Management, Banking, Capital Markets, Due Diligence, Leadership, Fixed Income, Securities, Investments, Management
Education
University of Richmond 1987 — 1991
Bachelor of Arts, English
Saint Joseph's Preparatory School 1983 — 1987
HS Diploma
Jeff Stern's JPMorgan Chase Experience December 2010 - Present
Job Executive Director at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase December 2010 - Present
CITIBANK, N.A.Global November 1999 - December 2010
Citigroup February 1997 - November 1999
Citigroup December 1995 - December 1997
Skills
Capital Markets, Cash Management, Credit, Credit Risk, Risk Management, Commercial Banking, Banking, Treasury Management, Corporate Finance, Loans, Portfolio Management, Credit Cards, Finance, FX Options, Financial Services, Trade Finance, Strategy, Trading
Education
St. John's University 2000 — 2003
MBA, Finance
Notary Public State of New York Queens and Manhattan Counties
University of Rochester 1983 — 1987
B.A, Psychology
JPMorgan Chase December 2010 - Present
CITIBANK, N.A.Global November 1999 - December 2010
Citigroup February 1997 - November 1999
Citigroup December 1995 - December 1997
Skills
Capital Markets, Cash Management, Credit, Credit Risk, Risk Management, Commercial Banking, Banking, Treasury Management, Corporate Finance, Loans, Portfolio Management, Credit Cards, Finance, FX Options, Financial Services, Trade Finance, Strategy, Trading
Education
St. John's University 2000 — 2003
MBA, Finance
Notary Public State of New York Queens and Manhattan Counties
University of Rochester 1983 — 1987
B.A, Psychology
Jonathon DeMare's JPMorgan Chase Experience March 2006 - Present
Job Business Process Analyst, Sr. at JPMorgan Chase
Industry Marketing and Advertising
Experience
JPMorgan Chase March 2006 - Present
RedmondBCMS June 2001 - November 2004
Education
University of Rhode Island 1997 — 2001
Bachelor of Fine Arts (B.F.A.), Printmaking and Graphic Design
JPMorgan Chase March 2006 - Present
RedmondBCMS June 2001 - November 2004
Education
University of Rhode Island 1997 — 2001
Bachelor of Fine Arts (B.F.A.), Printmaking and Graphic Design
Cindy Gerhard's JPMorgan Chase Experience May 2005 - January 2009
Job Global Product Head
Industry Financial Services
Experience
Citibank March 2009 - Present
JPMorgan Chase May 2005 - January 2009
JPMorgan Chase January 2004 - April 2005
JPMorgan Chase January 2002 - December 2003
JPMorgan Chase October 1993 - December 2001
Walker Research May 1991 - October 1993
JPMorgan Chase May 1987 - April 1991
JPMorgan Chase October 1984 - April 1987
Management Dynamics June 1983 - September 1984
Skills
Mutual Funds, Series 7, Investments, Cash Management, Global Product..., Banking, Global Marketing, Strategy, Product Development, Product Management, Leadership, Strategic Planning, Management, Analysis
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Business
University of Rochester 1973 — 1977
Bachelor of Music, Music Education
Citibank March 2009 - Present
JPMorgan Chase May 2005 - January 2009
JPMorgan Chase January 2004 - April 2005
JPMorgan Chase January 2002 - December 2003
JPMorgan Chase October 1993 - December 2001
Walker Research May 1991 - October 1993
JPMorgan Chase May 1987 - April 1991
JPMorgan Chase October 1984 - April 1987
Management Dynamics June 1983 - September 1984
Skills
Mutual Funds, Series 7, Investments, Cash Management, Global Product..., Banking, Global Marketing, Strategy, Product Development, Product Management, Leadership, Strategic Planning, Management, Analysis
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Business
University of Rochester 1973 — 1977
Bachelor of Music, Music Education
Jonathan A. Fox's JPMorgan Chase Experience September 2006 - Present
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2006 - Present
Skills
Credit, Loans, Banking, Relationship Management, Financial Services, Sales, Sales Management
Education
University of Rhode Island
JPMorgan Chase September 2006 - Present
Skills
Credit, Loans, Banking, Relationship Management, Financial Services, Sales, Sales Management
Education
University of Rhode Island
Keith Butsunturn's JPMorgan Chase Experience January 2006 - July 2007
Job Sr. Technical Account Manager at Vocera Communications
Industry Information Technology and Services
Experience
Vocera Communications September 2013 - Present
Mount Sinai Medical Center July 2012 - September 2013
Thomson Reuters September 2009 - July 2012
Thomson Reuters July 2007 - May 2009
JPMorgan Chase January 2006 - July 2007
Pfizer March 2004 - November 2005
Thomson Financial 1996 - 2000
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, Product Management, Management, Quality Assurance, CRM, Sales Operations, Financial Services, Project Portfolio..., Leadership, Consulting, Integration, Program Management, Salesforce.com, Project Management
Education
University of Rochester 1990 — 1994
BA, Health & Society
Vocera Communications September 2013 - Present
Mount Sinai Medical Center July 2012 - September 2013
Thomson Reuters September 2009 - July 2012
Thomson Reuters July 2007 - May 2009
JPMorgan Chase January 2006 - July 2007
Pfizer March 2004 - November 2005
Thomson Financial 1996 - 2000
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, Product Management, Management, Quality Assurance, CRM, Sales Operations, Financial Services, Project Portfolio..., Leadership, Consulting, Integration, Program Management, Salesforce.com, Project Management
Education
University of Rochester 1990 — 1994
BA, Health & Society
TJ Curran's JPMorgan Chase Experience January 2013 - December 2013
Job Loan Officer at Mortgage Network, Inc.
Industry Banking
Experience
Mortgage Network, Inc. May 2015 - Present
William Raveis Real Estate December 2013 - Present
JPMorgan Chase January 2013 - December 2013
Citizens Bank April 2007 - January 2013
Skills
Banking, Microsoft Office, Loans, Customer Service, Mortgage Lending, Credit, Refinance, Mortgage Banking, Loan Origination, Investment Properties, FHA, Investments, FHA financing, Consumer Lending, VA loans, Reverse Mortgages, Home Equity Loans, Commercial Lending, Residential Mortgages, Real Estate Financing, Mortgage Underwriting, Underwriting, Small Business Lending, USDA, Loss Mitigation, Government Loans, First Time Home Buyers, VA Loans, FHA Financing
Education
University of Rhode Island
BFA, Theatre
University of Vermont
BS in Environmental Studies, Environmental Law
Cumberland High School
Mortgage Network, Inc. May 2015 - Present
William Raveis Real Estate December 2013 - Present
JPMorgan Chase January 2013 - December 2013
Citizens Bank April 2007 - January 2013
Skills
Banking, Microsoft Office, Loans, Customer Service, Mortgage Lending, Credit, Refinance, Mortgage Banking, Loan Origination, Investment Properties, FHA, Investments, FHA financing, Consumer Lending, VA loans, Reverse Mortgages, Home Equity Loans, Commercial Lending, Residential Mortgages, Real Estate Financing, Mortgage Underwriting, Underwriting, Small Business Lending, USDA, Loss Mitigation, Government Loans, First Time Home Buyers, VA Loans, FHA Financing
Education
University of Rhode Island
BFA, Theatre
University of Vermont
BS in Environmental Studies, Environmental Law
Cumberland High School
Dana Blair's JPMorgan Chase Experience February 2013 - November 2014
Job Trading Assistant Global Fixed Income at Citadel Investment Group
Industry Investment Management
Experience
Citadel LLC December 2014 - Present
JPMorgan Chase February 2013 - November 2014
JPMorgan Chase & Co., July 2010 - January 2013
Ram Fund January 2009 - June 2010
BSAS New England Investment Research Challenge September 2009 - February 2010
The Washington Trust Company September 2009 - December 2009
PACAP: Pacific-Basin Capital Markets Research Center February 2009 - September 2009
The Washington Trust Company June 2009 - August 2009
Pioneer Financial Group January 2009 - May 2009
Skills
Investments, Finance, Portfolio Management, Capital Markets, Financial Analysis, Loans, Microsoft Excel, Financial Modeling, Bloomberg, Mutual Funds, Valuation, Microsoft Office, Microsoft Word, Accounting, Corporate Finance, Economics, Analysis, Auditing, PowerPoint, Financial Accounting
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (BS), Finance, minor in Economics
Citadel LLC December 2014 - Present
JPMorgan Chase February 2013 - November 2014
JPMorgan Chase & Co., July 2010 - January 2013
Ram Fund January 2009 - June 2010
BSAS New England Investment Research Challenge September 2009 - February 2010
The Washington Trust Company September 2009 - December 2009
PACAP: Pacific-Basin Capital Markets Research Center February 2009 - September 2009
The Washington Trust Company June 2009 - August 2009
Pioneer Financial Group January 2009 - May 2009
Skills
Investments, Finance, Portfolio Management, Capital Markets, Financial Analysis, Loans, Microsoft Excel, Financial Modeling, Bloomberg, Mutual Funds, Valuation, Microsoft Office, Microsoft Word, Accounting, Corporate Finance, Economics, Analysis, Auditing, PowerPoint, Financial Accounting
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (BS), Finance, minor in Economics
Pamela Duffy's JPMorgan Chase Experience November 1999 - June 2008
Job Manager, Tax Services at DeJoy, Knauf & Blood, LLP
Industry Accounting
Experience
DeJoy, Knauf & Blood, LLP September 2007 - Present
JPMorgan Chase November 1999 - June 2008
Skills
Financial Reporting, Internal Controls, Financial Analysis, Financial Planners, Tax Preparation, Accounting, US GAAP, Corporate Tax, Cash Flow, Estate Planning, Tax, Financial Statements, QuickBooks, CPA, Auditing, Small Business, General Ledger, Partnership Taxation, Sarbanes-Oxley Act, Strategic Financial..., Income Tax, GAAP, Financial Accounting, Tax Returns, Tax Accounting, Bookkeeping, External Audit, Sales Tax, ProSystem fx Tax, Journal Entries, Financial Planning
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Corporate Accounting
DeJoy, Knauf & Blood, LLP September 2007 - Present
JPMorgan Chase November 1999 - June 2008
Skills
Financial Reporting, Internal Controls, Financial Analysis, Financial Planners, Tax Preparation, Accounting, US GAAP, Corporate Tax, Cash Flow, Estate Planning, Tax, Financial Statements, QuickBooks, CPA, Auditing, Small Business, General Ledger, Partnership Taxation, Sarbanes-Oxley Act, Strategic Financial..., Income Tax, GAAP, Financial Accounting, Tax Returns, Tax Accounting, Bookkeeping, External Audit, Sales Tax, ProSystem fx Tax, Journal Entries, Financial Planning
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Corporate Accounting
Aimee Doneyhue's JPMorgan Chase Experience July 2006 - July 2008
Job LPN/Healthcare Mgr/MarketingLooking for an opportunity to combine my sales, management, and clinical experience.
Industry Hospital & Health Care
Experience
Sunrise Senior Living February 2013 - December 2014
Honor Care May 2011 - January 2013
Comfort Publishing January 2012 - November 2012
First Community Village October 2011 - April 2012
The Convalarium at Indian Run November 2010 - May 2011
Breanna Doneyhue 2007 - 2010
JPMorgan Chase July 2006 - July 2008
New Century Mortgage February 2003 - July 2006
US Navy July 1995 - January 1998
Skills
Books, Nursing, Patient Education, Healthcare, Medical Terminology, Home Care, Patient Safety, Wound Care, Cpr Certified, BLS, Publishing, HIPAA, Elder Care, Medication..., Hospitals, Healthcare Management, Leadership, CPR Certified, Medicare
Education
Kaplan University 2014 — 2016
Bachelor of Science, Healthcare Administration, 3.96
University of Rio Grande and Rio Grande Community College
Nursing, Nursing Science, 3.78
Sunrise Senior Living February 2013 - December 2014
Honor Care May 2011 - January 2013
Comfort Publishing January 2012 - November 2012
First Community Village October 2011 - April 2012
The Convalarium at Indian Run November 2010 - May 2011
Breanna Doneyhue 2007 - 2010
JPMorgan Chase July 2006 - July 2008
New Century Mortgage February 2003 - July 2006
US Navy July 1995 - January 1998
Skills
Books, Nursing, Patient Education, Healthcare, Medical Terminology, Home Care, Patient Safety, Wound Care, Cpr Certified, BLS, Publishing, HIPAA, Elder Care, Medication..., Hospitals, Healthcare Management, Leadership, CPR Certified, Medicare
Education
Kaplan University 2014 — 2016
Bachelor of Science, Healthcare Administration, 3.96
University of Rio Grande and Rio Grande Community College
Nursing, Nursing Science, 3.78
Kathleen Raspallo's JPMorgan Chase Experience July 2007 - March 2011
Job VP, Divisional Sales Support at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
Bank of America December 2012 - December 2014
Province Mortgage Associates, Inc June 2012 - November 2012
JPMorgan Chase July 2007 - March 2011
JPMorgan Chase July 2007 - July 2009
JPMorgan Chase 2000 - 2007
Skills
Public Speaking, Residential Mortgage..., Sales Manager, Team Building and..., Training Delivery, Mortgage Lending, Cross Selling, Customer Service, Team Building, Management, FHA, Sales Management, Refinance, Training, Loan Origination, Loans, Sales, Finance, Recruiting, Residential Mortgages, FHA financing, VA loans, VA Loans
Education
University of Rhode Island 1969 — 1971
University of Rhode Island
Citi December 2014 - Present
Bank of America December 2012 - December 2014
Province Mortgage Associates, Inc June 2012 - November 2012
JPMorgan Chase July 2007 - March 2011
JPMorgan Chase July 2007 - July 2009
JPMorgan Chase 2000 - 2007
Skills
Public Speaking, Residential Mortgage..., Sales Manager, Team Building and..., Training Delivery, Mortgage Lending, Cross Selling, Customer Service, Team Building, Management, FHA, Sales Management, Refinance, Training, Loan Origination, Loans, Sales, Finance, Recruiting, Residential Mortgages, FHA financing, VA loans, VA Loans
Education
University of Rhode Island 1969 — 1971
University of Rhode Island
Daniel Bermingham's JPMorgan Chase Experience June 2005 - May 2009
Job Partner at DyerBermingham
Industry Oil & Energy
Experience
DyerBermingham January 2012 - Present
KLDB Consulting May 2009 - March 2012
Neetal Energy May 2009 - November 2010
JPMorgan Chase June 2005 - May 2009
Skills
French, Leveraged Finance, Spanish, Microsoft Office, Microsoft Excel, Strategic Planning, New Business Development, Outlook, Social Media, Coaching, PowerPoint, Public Speaking, Fundraising, Forecasting, Event Planning, Pricing
Education
University of Rhode Island
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
DyerBermingham January 2012 - Present
KLDB Consulting May 2009 - March 2012
Neetal Energy May 2009 - November 2010
JPMorgan Chase June 2005 - May 2009
Skills
French, Leveraged Finance, Spanish, Microsoft Office, Microsoft Excel, Strategic Planning, New Business Development, Outlook, Social Media, Coaching, PowerPoint, Public Speaking, Fundraising, Forecasting, Event Planning, Pricing
Education
University of Rhode Island
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Md. Rafiqul Chowdhury's JPMorgan Chase Experience April 2012 - Present
Job QA Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
BBVA Compass August 2011 - April 2012
The Bank of New York Mellon August 2005 - January 2011
Education
University of Rajshahi
Master of Science (MS)
JPMorgan Chase April 2012 - Present
BBVA Compass August 2011 - April 2012
The Bank of New York Mellon August 2005 - January 2011
Education
University of Rajshahi
Master of Science (MS)
Ned Levering's JPMorgan Chase Experience AnalystJPMorgan ChaseOctober 2011 - Present
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase AnalystJPMorgan ChaseOctober 2011 - Present
Education
University of Richmond 2007 — 2010
Bachelor of Science in Business Administration, Finance
University of Richmond - Robins School of Business 2006 — 2010
Bachelor, Finance
JPMorgan Chase AnalystJPMorgan ChaseOctober 2011 - Present
Education
University of Richmond 2007 — 2010
Bachelor of Science in Business Administration, Finance
University of Richmond - Robins School of Business 2006 — 2010
Bachelor, Finance
Jon Yudt's JPMorgan Chase Experience 1991 - 2003
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Thrivent Financial 2005 - 2008
Riggs National Corp 1996 - 2003
JPMorgan Chase 1991 - 2003
Skills
Fixed Income, Strategic Planning, Financial Markets, Trading, Management, Portfolio Management, Bonds, Investments, Finance, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments, Equities, Financial Analysis
Education
University of Richmond - Robins School of Business
Thrivent Financial 2005 - 2008
Riggs National Corp 1996 - 2003
JPMorgan Chase 1991 - 2003
Skills
Fixed Income, Strategic Planning, Financial Markets, Trading, Management, Portfolio Management, Bonds, Investments, Finance, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments, Equities, Financial Analysis
Education
University of Richmond - Robins School of Business
Jeremy Paolercio's JPMorgan Chase Experience June 2008 - August 2008
Job Mortgage Banker at Quicken Loans
Industry Real Estate
Experience
Quicken Loans January 2013 - Present
PerfPower Corporation June 2009 - May 2012
JPMorgan Chase June 2008 - August 2008
Michael Anthony Jewelers June 2006 - August 2006
Michael Anthony Jewelers June 2005 - August 2005
Education
University of Rhode Island
Bachelor of Arts, Economics
Quicken Loans January 2013 - Present
PerfPower Corporation June 2009 - May 2012
JPMorgan Chase June 2008 - August 2008
Michael Anthony Jewelers June 2006 - August 2006
Michael Anthony Jewelers June 2005 - August 2005
Education
University of Rhode Island
Bachelor of Arts, Economics
Huyette Spring's JPMorgan Chase Experience September 2013 - Present
Job Analyst, Alternative Investments Group at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Brown Brothers Harriman August 2012 - August 2013
Brown Brothers Harriman June 2011 - August 2011
Skills
Strategic Planning
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Finance
JPMorgan Chase September 2013 - Present
Brown Brothers Harriman August 2012 - August 2013
Brown Brothers Harriman June 2011 - August 2011
Skills
Strategic Planning
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Finance
Pitman Baker, PMP®'s JPMorgan Chase Experience 1990 - 1995
Job Project Manager at Veterans Administration
Industry Information Technology and Services
Experience
Systems Made Simple, Inc. January 2014 - Present
Xerox February 2008 - November 2013
CPBinc July 1995 - December 2007
JPMorgan Chase 1990 - 1995
Burlington Northern Railroad (international) 1987 - 1990
Skills
Operations Management, ITIL, pmp, Disaster Recovery, Project Management, Software Development, New Product Roll Out, APPLICATION ARCHITECT, PMP, SDLC, CRM, Outsourcing, Visio, Team Management, Microsoft SQL Server, XML, Management, Vendor Management, Data Center, Databases, ERP, Oracle, SharePoint, Agile Methodologies, Leadership, Architecture, Architectures
Education
University of Richmond
Bachelor of Science (BS), Accounting and Finance
Systems Made Simple, Inc. January 2014 - Present
Xerox February 2008 - November 2013
CPBinc July 1995 - December 2007
JPMorgan Chase 1990 - 1995
Burlington Northern Railroad (international) 1987 - 1990
Skills
Operations Management, ITIL, pmp, Disaster Recovery, Project Management, Software Development, New Product Roll Out, APPLICATION ARCHITECT, PMP, SDLC, CRM, Outsourcing, Visio, Team Management, Microsoft SQL Server, XML, Management, Vendor Management, Data Center, Databases, ERP, Oracle, SharePoint, Agile Methodologies, Leadership, Architecture, Architectures
Education
University of Richmond
Bachelor of Science (BS), Accounting and Finance
Vincent Boriello's JPMorgan Chase Experience August 2010 - Present
Job Precious metals specialist
Industry Financial Services
Experience
JPMorgan Chase August 2010 - Present
Clayton and Polycarpe Law Group, LLP February 2009 - June 2010
Law offices of Jared W. Beschel, Esq June 2008 - February 2009
New York Mercantile Exchange June 2005 - August 2006
Skills
Loans, Banking, Accounting, Budgets, Management, Underwriting, Loss Mitigation, Negotiation, Trading, Foreclosures, General Ledger, Short Sales, Funding
Education
University of Rhode Island - College of Business Administration 2004 — 2008
University of Rhode Island, Ballentine School of Business 2004 — 2008
Bachelor of Science, Finance
JPMorgan Chase August 2010 - Present
Clayton and Polycarpe Law Group, LLP February 2009 - June 2010
Law offices of Jared W. Beschel, Esq June 2008 - February 2009
New York Mercantile Exchange June 2005 - August 2006
Skills
Loans, Banking, Accounting, Budgets, Management, Underwriting, Loss Mitigation, Negotiation, Trading, Foreclosures, General Ledger, Short Sales, Funding
Education
University of Rhode Island - College of Business Administration 2004 — 2008
University of Rhode Island, Ballentine School of Business 2004 — 2008
Bachelor of Science, Finance
Larry Fells's JPMorgan Chase Experience September 2008 - Present
Job Vice President, Mortgage Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2008 - Present
Washington Mutual August 2003 - September 2008
JPMorgan Chase May 1998 - August 2003
Education
Virginia Commonwealth University 1995 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
University of Richmond 1981 — 1985
Bachelor of Arts (BA), Political Science & Sociology
JPMorgan Chase September 2008 - Present
Washington Mutual August 2003 - September 2008
JPMorgan Chase May 1998 - August 2003
Education
Virginia Commonwealth University 1995 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
University of Richmond 1981 — 1985
Bachelor of Arts (BA), Political Science & Sociology
William Shields's JPMorgan Chase Experience April 2014 - January 2015
Job Senior Compliance Officer at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2014 - January 2015
Robert Half Management Resources December 2013 - March 2014
Navigant Consulting Inc. July 2013 - October 2013
The Bryn Mawr Trust Company January 2013 - February 2013
TD Bank November 2012 - December 2012
Citibank N.A. October 2011 - October 2012
ADC NM Ltd. & CSC Inc. November 2009 - October 2011
HSBC May 2011 - August 2011
US Dept. of Homeland Security, Immigration and Customs Enforcement March 2003 - July 2008
Skills
Compliance, Anti-Money Laundering, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Crimes..., Interviews, AML, Fraud, Anti Money Laundering, Investigation, Risk Assessment, Criminal Investigations, Background Checks, Retail Banking, Financial Risk, Operational Risk, Financial Services, Sanction, Internal Investigations, Due Diligence, Physical Security, Internal Audit, Risk Management, Financial Regulation, Private Investigations, Operational Risk..., Financial Institutions, Securities, Regulations, Enterprise Risk..., Financial Analysis, Certified Fraud Examiner, Litigation Support, Banking, Enforcement, Transaction Processing, FCPA, Surveillance, Criminal Justice, Crisis Management, Security Management, Corporate Governance, Criminal Law, Security Operations, Corporate Security, Evidence, Fraud Detection, Forensic Accounting
Education
University of Rhode Island 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Providence Country Day School
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2014 - January 2015
Robert Half Management Resources December 2013 - March 2014
Navigant Consulting Inc. July 2013 - October 2013
The Bryn Mawr Trust Company January 2013 - February 2013
TD Bank November 2012 - December 2012
Citibank N.A. October 2011 - October 2012
ADC NM Ltd. & CSC Inc. November 2009 - October 2011
HSBC May 2011 - August 2011
US Dept. of Homeland Security, Immigration and Customs Enforcement March 2003 - July 2008
Skills
Compliance, Anti-Money Laundering, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Crimes..., Interviews, AML, Fraud, Anti Money Laundering, Investigation, Risk Assessment, Criminal Investigations, Background Checks, Retail Banking, Financial Risk, Operational Risk, Financial Services, Sanction, Internal Investigations, Due Diligence, Physical Security, Internal Audit, Risk Management, Financial Regulation, Private Investigations, Operational Risk..., Financial Institutions, Securities, Regulations, Enterprise Risk..., Financial Analysis, Certified Fraud Examiner, Litigation Support, Banking, Enforcement, Transaction Processing, FCPA, Surveillance, Criminal Justice, Crisis Management, Security Management, Corporate Governance, Criminal Law, Security Operations, Corporate Security, Evidence, Fraud Detection, Forensic Accounting
Education
University of Rhode Island 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Providence Country Day School
Margaux Lucarelli's JPMorgan Chase Experience May 2012 - August 2012
Job Tax Associate at EY
Industry Accounting
Experience
EY January 2015 - Present
Ernst & Young June 2013 - August 2013
JPMorgan Chase May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Reporting, QuickBooks, Financial Analysis, Event Planning, Time Management, Leadership, Teamwork
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science (BS), Accounting
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science (BS), Accounting
EY January 2015 - Present
Ernst & Young June 2013 - August 2013
JPMorgan Chase May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Reporting, QuickBooks, Financial Analysis, Event Planning, Time Management, Leadership, Teamwork
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science (BS), Accounting
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science (BS), Accounting
Peter McNitt's JPMorgan Chase Experience May 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
JPMorgan Chase May 2015 - Present
University of Richmond August 2011 - Present
University of Richmond January 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Salmon Cove July 2012 - May 2014
Chicago Growth Partners May 2013 - July 2013
Skills
Leadership, Microsoft Excel, Financial Modeling, Research, Management, Social Media, PowerPoint, Microsoft Office, Marketing Strategy, Bloomberg Terminal, Market Research, Capital IQ, Private Equity, Investments, Microsoft Word, Mergers, Public Speaking, Team Leadership, Finance
Education
University of Richmond 2011 — 2015
Business- Finance and Marketing
New Trier High School 2007 — 2011
4.3
JPMorgan Chase May 2015 - Present
University of Richmond August 2011 - Present
University of Richmond January 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Salmon Cove July 2012 - May 2014
Chicago Growth Partners May 2013 - July 2013
Skills
Leadership, Microsoft Excel, Financial Modeling, Research, Management, Social Media, PowerPoint, Microsoft Office, Marketing Strategy, Bloomberg Terminal, Market Research, Capital IQ, Private Equity, Investments, Microsoft Word, Mergers, Public Speaking, Team Leadership, Finance
Education
University of Richmond 2011 — 2015
Business- Finance and Marketing
New Trier High School 2007 — 2011
4.3
Danielle Frappolli's JPMorgan Chase Experience 2011 - 2011
Job Human Resources Analyst at Citi
Industry Human Resources
Experience
Northern Trust May 2012 - August 2012
JPMorgan Chase 2011 - 2011
Skills
Bloomberg, Human Resources, Market Research, Training
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Umbra Institute: Perugia, Italy 2012 — 2012
Northern Trust May 2012 - August 2012
JPMorgan Chase 2011 - 2011
Skills
Bloomberg, Human Resources, Market Research, Training
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Umbra Institute: Perugia, Italy 2012 — 2012
Barbara Wald's JPMorgan Chase Experience October 2000 - October 2008
Job
Industry Legal Services
Experience
Chicago Volunteer Legal Services September 2012 - Present
JPMorgan Chase October 2000 - October 2008
Ungaretti & Harris October 1987 - October 2000
Skills
Information Technology
Education
University of Chicago Law School 1980 — 1984
Doctor of Law (JD), Law
University of Rochester 1969 — 1973
Bachelor of Arts (B.A.), English
Chicago Volunteer Legal Services September 2012 - Present
JPMorgan Chase October 2000 - October 2008
Ungaretti & Harris October 1987 - October 2000
Skills
Information Technology
Education
University of Chicago Law School 1980 — 1984
Doctor of Law (JD), Law
University of Rochester 1969 — 1973
Bachelor of Arts (B.A.), English
Ana Agustin's JPMorgan Chase Experience November 1999 - July 2001
Job Paralegal
Industry Legal Services
Experience
Attorney Network- National & International Law Firms April 2010 - Present
HSBC Asset Management December 2005 - March 2011
HSBC August 2003 - December 2005
Encore Capital Group October 2000 - August 2003
JPMorgan Chase November 1999 - July 2001
GMAC Mortgage August 1998 - November 1999
Macy's West Buying Office May 1993 - August 1998
Grand Hyatt San Francisco April 1993 - June 1994
Hilton Worldwide April 1990 - April 1993
Education
University of San Diego 2010 — 2012
Law
Attorney Network- National & International Law Firms April 2010 - Present
HSBC Asset Management December 2005 - March 2011
HSBC August 2003 - December 2005
Encore Capital Group October 2000 - August 2003
JPMorgan Chase November 1999 - July 2001
GMAC Mortgage August 1998 - November 1999
Macy's West Buying Office May 1993 - August 1998
Grand Hyatt San Francisco April 1993 - June 1994
Hilton Worldwide April 1990 - April 1993
Education
University of San Diego 2010 — 2012
Law
Hoang Hua's JPMorgan Chase Experience July 2011 - Present
Job Bankruptcy Specialist II at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2011 - Present
Fiba Retail - Marks & Spencer / GAP / Banana Republic March 2010 - April 2011
Skills
Bankruptcy, Analytics, Fast-paced, Microsoft Office, Sales, Customer Service
Education
University of San Diego 2007 — 2011
Bachelor of Arts (B.A.), Public Administration
JPMorgan Chase July 2011 - Present
Fiba Retail - Marks & Spencer / GAP / Banana Republic March 2010 - April 2011
Skills
Bankruptcy, Analytics, Fast-paced, Microsoft Office, Sales, Customer Service
Education
University of San Diego 2007 — 2011
Bachelor of Arts (B.A.), Public Administration
Stephen Lent's JPMorgan Chase Experience 2000 - 2009
Job MD of Business Development
Industry Information Technology and Services
Experience
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.