JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
Employee
Years
Job
Industry
Ryan Shuwarger Ryan Shuwarger's JPMorgan Chase Experience June 2005 - August 2005
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Paramount Pictures January 2011 - June 2012
Paramount Pictures October 2009 - December 2010
Houlihan Lokey July 2007 - July 2009
City National Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Strategy, Financial Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Mergers, Business Strategy, Digital Media, Investment Banking, Management Consulting, Entertainment, Business Development, Mergers & Acquisitions, Executive Management, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business Administration
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Paramount Pictures January 2011 - June 2012
Paramount Pictures October 2009 - December 2010
Houlihan Lokey July 2007 - July 2009
City National Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Strategy, Financial Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Mergers, Business Strategy, Digital Media, Investment Banking, Management Consulting, Entertainment, Business Development, Mergers & Acquisitions, Executive Management, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business Administration
Stephen Van Besien Stephen Van Besien's JPMorgan Chase Experience 1989 - 1996
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan April 2013 - Present
QFS Asset Management January 2009 - February 2013
Credit Suisse 2003 - 2008
Volaris Advisors 2000 - 2003
UBS Wealth Management June 1999 - June 2000
ABN AMRO Bank N.V. January 1997 - June 1999
JPMorgan Chase 1989 - 1996
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
St. Paul's School 1979 — 1981
J.P. Morgan April 2013 - Present
QFS Asset Management January 2009 - February 2013
Credit Suisse 2003 - 2008
Volaris Advisors 2000 - 2003
UBS Wealth Management June 1999 - June 2000
ABN AMRO Bank N.V. January 1997 - June 1999
JPMorgan Chase 1989 - 1996
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
St. Paul's School 1979 — 1981
Edward Chidsey Edward Chidsey's JPMorgan Chase Experience 1993 - 2007
Job Managing Director at Markit Group
Industry Financial Services
Experience
Markit October 2007 - Present
JPMorgan Chase 1993 - 2007
Skills
Fixed Income, Investment Banking, Credit Derivatives, Interest Rate..., Derivatives, Financial Markets, Equities, Trading Systems, Capital Markets, Trading, Market Data, Risk Management, Electronic Trading, Financial Services, Hedge Funds, Portfolio Management, Asset Management, Business Strategy
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Business
Union College 1988 — 1993
BS, Mechanical Engineering
Markit October 2007 - Present
JPMorgan Chase 1993 - 2007
Skills
Fixed Income, Investment Banking, Credit Derivatives, Interest Rate..., Derivatives, Financial Markets, Equities, Trading Systems, Capital Markets, Trading, Market Data, Risk Management, Electronic Trading, Financial Services, Hedge Funds, Portfolio Management, Asset Management, Business Strategy
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Business
Union College 1988 — 1993
BS, Mechanical Engineering
Ipseeta Aruni's JPMorgan Chase Experience April 2012 - April 2014
Job MBA Candidate, Columbia Business School
Industry Oil & Energy
Experience
Infosys June 2015 - August 2015
Mainstay Materials, Inc September 2014 - December 2014
JPMorgan Chase April 2012 - April 2014
JPMorgan Chase June 2010 - March 2012
Skills
Change Management, Agile Methodologies, Leadership, Risk Management, Interpersonal Leadership, Pega PRPC, Management, Agile Project Management, Business Networking, Process Improvement, Business Analysis, Management Consulting, Team Leadership, Communication Skills, Cross-cultural Teams, Cross-functional Team..., Innovation, Inspiring People, Networking, Project Management, Strategy, Financial Analysis, Financial Modeling, Strategic Planning, Corporate Finance, Business Strategy, Business Development, Business Process..., Lean Management, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Roorkee 2006 — 2010
Bachelor of Technology (BTech), Electrical Engineering, 8.9/10
National University of Singapore
Exchange student at School of Engineering
Infosys June 2015 - August 2015
Mainstay Materials, Inc September 2014 - December 2014
JPMorgan Chase April 2012 - April 2014
JPMorgan Chase June 2010 - March 2012
Skills
Change Management, Agile Methodologies, Leadership, Risk Management, Interpersonal Leadership, Pega PRPC, Management, Agile Project Management, Business Networking, Process Improvement, Business Analysis, Management Consulting, Team Leadership, Communication Skills, Cross-cultural Teams, Cross-functional Team..., Innovation, Inspiring People, Networking, Project Management, Strategy, Financial Analysis, Financial Modeling, Strategic Planning, Corporate Finance, Business Strategy, Business Development, Business Process..., Lean Management, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Roorkee 2006 — 2010
Bachelor of Technology (BTech), Electrical Engineering, 8.9/10
National University of Singapore
Exchange student at School of Engineering
Luther Peacock Luther Peacock's JPMorgan Chase Experience 1992 - 1998
Job Real Estate Finance Executive
Industry Commercial Real Estate
Experience
TD 2012 - September 2015
Berkadia Commercial Mortgage LLC 2011 - 2012
Peacock Realty Advisors 2009 - 2011
Morgan Stanley 1998 - 2009
JPMorgan Chase 1992 - 1998
Mitten & Reynolds 1989 - 1992
Southeast Mortgage Co. 1986 - 1989
Skills
Valuation, Banking, Securitization, Commercial Mortgages, CMBS, Due Diligence, Underwriting, Financial Modeling, Credit Risk, Commercial Real Estate, Loans, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Real Estate Finance
New College of Florida 1978 — 1982
BA, Economics
TD 2012 - September 2015
Berkadia Commercial Mortgage LLC 2011 - 2012
Peacock Realty Advisors 2009 - 2011
Morgan Stanley 1998 - 2009
JPMorgan Chase 1992 - 1998
Mitten & Reynolds 1989 - 1992
Southeast Mortgage Co. 1986 - 1989
Skills
Valuation, Banking, Securitization, Commercial Mortgages, CMBS, Due Diligence, Underwriting, Financial Modeling, Credit Risk, Commercial Real Estate, Loans, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Real Estate Finance
New College of Florida 1978 — 1982
BA, Economics
Emily Criste's JPMorgan Chase Experience August 2005 - May 2009
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Bain & Company 2011 - Present
One Kings Lane 2014 - 2014
NYC Department of Small Business Services May 2010 - August 2010
JPMorgan Chase August 2005 - May 2009
Skills
Strategy, Investments, Banking, Financial Modeling, Private Equity, Due Diligence, Business Strategy, Management, Analysis, Management Consulting
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Michigan 2001 — 2005
BA, Economics/Psychology
Bain & Company September 2014 - Present
Bain & Company 2011 - Present
One Kings Lane 2014 - 2014
NYC Department of Small Business Services May 2010 - August 2010
JPMorgan Chase August 2005 - May 2009
Skills
Strategy, Investments, Banking, Financial Modeling, Private Equity, Due Diligence, Business Strategy, Management, Analysis, Management Consulting
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Michigan 2001 — 2005
BA, Economics/Psychology
Philip Salis's JPMorgan Chase Experience 1996 - 2001
Job Senior Vice President Member Engagement at Alliant Credit Union
Industry Marketing and Advertising
Experience
Alliant Credit Union October 2012 - Present
Metlife January 2009 - June 2012
MetLife January 2004 - December 2008
Marsh & McLennan Companies, Inc. 2001 - 2003
JPMorgan Chase 1996 - 2001
JPMorgan Chase/Chemical Bank 1989 - 1996
JPMorgan Chase/Chemical Bank 1987 - 1989
American Express 1984 - 1987
Skills
Insurance, Financial Services, Employee Benefits, Segmentation, Direct Marketing, Analytics, Marketing Strategy, Strategic Planning, Digital Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Retail Banking, Multicultural Marketing, Customer Acquisition, Customer Retention, Cross Selling, Lead Generation, Market Development, Market Research, Advertising, Leadership, Portfolio Management, Product Management, Marketing, Retirement Planning
Education
Columbia Business School 1980 — 1982
Master of Business Administration (MBA), Marketing
Hampshire College 1973 — 1977
Bachelor's degree, Economics
Alliant Credit Union October 2012 - Present
Metlife January 2009 - June 2012
MetLife January 2004 - December 2008
Marsh & McLennan Companies, Inc. 2001 - 2003
JPMorgan Chase 1996 - 2001
JPMorgan Chase/Chemical Bank 1989 - 1996
JPMorgan Chase/Chemical Bank 1987 - 1989
American Express 1984 - 1987
Skills
Insurance, Financial Services, Employee Benefits, Segmentation, Direct Marketing, Analytics, Marketing Strategy, Strategic Planning, Digital Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Retail Banking, Multicultural Marketing, Customer Acquisition, Customer Retention, Cross Selling, Lead Generation, Market Development, Market Research, Advertising, Leadership, Portfolio Management, Product Management, Marketing, Retirement Planning
Education
Columbia Business School 1980 — 1982
Master of Business Administration (MBA), Marketing
Hampshire College 1973 — 1977
Bachelor's degree, Economics
Jeff Mueller Jeff Mueller's JPMorgan Chase Experience June 2012 - August 2012
Job Research Analyst, Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management July 2013 - Present
Columbia Business School December 2013 - Present
United States Marine Corps Reserve July 2011 - Present
JPMorgan Chase June 2012 - August 2012
United States Marine Corps February 2009 - June 2011
United States Marine Corps January 2002 - February 2009
Trinity University 2000 - 2002
Education
Columbia Business School 2011 — 2013
MBA, Value Investing, Dean's Honors and Distinction (Top 5% of Class)
Trinity University 1996 — 2000
B.A., Business and Communications
Polen Capital Management July 2013 - Present
Columbia Business School December 2013 - Present
United States Marine Corps Reserve July 2011 - Present
JPMorgan Chase June 2012 - August 2012
United States Marine Corps February 2009 - June 2011
United States Marine Corps January 2002 - February 2009
Trinity University 2000 - 2002
Education
Columbia Business School 2011 — 2013
MBA, Value Investing, Dean's Honors and Distinction (Top 5% of Class)
Trinity University 1996 — 2000
B.A., Business and Communications
Suho Lee, CFA Suho Lee, CFA's JPMorgan Chase Experience August 2014 - Present
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2013 - August 2013
Samsung Securities March 2011 - May 2012
Samsung Securities January 2007 - February 2011
Skills
Chartered Financial..., Investment Banking, Capital Markets, Due Diligence, Equity Capital Markets, Leadership, Teamwork, Finance, Corporate Finance, Bonds, Account Management, IPO
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Korea University 2000 — 2007
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2013 - August 2013
Samsung Securities March 2011 - May 2012
Samsung Securities January 2007 - February 2011
Skills
Chartered Financial..., Investment Banking, Capital Markets, Due Diligence, Equity Capital Markets, Leadership, Teamwork, Finance, Corporate Finance, Bonds, Account Management, IPO
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Korea University 2000 — 2007
Bachelor of Business Administration (B.B.A.)
Shreya Maitra Shreya Maitra's JPMorgan Chase Experience June 2013 - May 2014
Job Firmwide Risk Management at JPMorgan Chase & Co.
Industry International Affairs
Experience
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase June 2013 - May 2014
Reach Out Development NGO May 2012 - July 2012
Sanlaap August 2011 - February 2012
CARE International September 2010 - August 2011
NileGuide June 2010 - August 2010
St. Andrews Refugees Services June 2009 - July 2009
Townhouse Gallery June 2009 - July 2009
G2 Worldwide July 2008 - August 2008
Rosetta May 2007 - July 2007
Skills
Qualitative Research, English, Teaching, Market Research, International Relations, Non-profits, Research, SPSS, Editing, French, Public Speaking, Microsoft Office, Microsoft Excel, Analysis, Creative Writing, Data Analysis, Leadership, Economics
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs, International Finance and Economic Policy
Tufts University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
The American University in Cairo 2009 — 2009
Study Abroad, Middle Eastern Studies
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase June 2013 - May 2014
Reach Out Development NGO May 2012 - July 2012
Sanlaap August 2011 - February 2012
CARE International September 2010 - August 2011
NileGuide June 2010 - August 2010
St. Andrews Refugees Services June 2009 - July 2009
Townhouse Gallery June 2009 - July 2009
G2 Worldwide July 2008 - August 2008
Rosetta May 2007 - July 2007
Skills
Qualitative Research, English, Teaching, Market Research, International Relations, Non-profits, Research, SPSS, Editing, French, Public Speaking, Microsoft Office, Microsoft Excel, Analysis, Creative Writing, Data Analysis, Leadership, Economics
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs, International Finance and Economic Policy
Tufts University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
The American University in Cairo 2009 — 2009
Study Abroad, Middle Eastern Studies
Maria Adler Maria Adler's JPMorgan Chase Experience August 1992 - September 2001
Job Chief Financial Officer at The Simons Foundation
Industry Nonprofit Organization Management
Experience
The Simons Foundation February 2002 - Present
JPMorgan Chase August 1992 - September 2001
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Villanova University 1988 — 1992
Bachelor of Science (BS), Finance
The Simons Foundation February 2002 - Present
JPMorgan Chase August 1992 - September 2001
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Villanova University 1988 — 1992
Bachelor of Science (BS), Finance
Florien Bouwmeester's JPMorgan Chase Experience January 2010 - Present
Job Credit Executive at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2010 - Present
Kaufman Hall 2008 - 2010
Financial Guaranty Insurance Company (FGIC) 2004 - 2008
Moody's Investors Service 2003 - 2004
J.P. Morgan Securities Inc. 2000 - 2003
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
JPMorgan Chase January 2010 - Present
Kaufman Hall 2008 - 2010
Financial Guaranty Insurance Company (FGIC) 2004 - 2008
Moody's Investors Service 2003 - 2004
J.P. Morgan Securities Inc. 2000 - 2003
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
Danielle N. Hester's JPMorgan Chase Experience December 2008 - June 2011
Job Community Manager at Beeby Clark+Meyler
Industry Writing and Editing
Experience
Beeby Clark+Meyler September 2014 - Present
ArtInFactmag.com September 2012 - Present
Meredith January 2013 - October 2014
Self Employed August 2008 - January 2014
Time Inc. August 2011 - January 2013
TheLoop21.com August 2011 - October 2012
Time Inc. June 2011 - September 2011
JPMorgan Chase December 2008 - June 2011
Ebony Magazine June 2008 - August 2008
Chicago Sun-Times September 2006 - June 2008
Skills
Blogging, Editorial, Storytelling, Editing, Photoshop, Newsletters, Digital Media, Magazines, Press Releases, SEO, Community Outreach, CMS, Social Media, Social Media Marketing, Community Engagement, Journalism, Facebook
Education
Columbia University - Graduate School of Journalism 2010 — 2011
MS, Journalism, Editorial
DePaul University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Communications
Beeby Clark+Meyler September 2014 - Present
ArtInFactmag.com September 2012 - Present
Meredith January 2013 - October 2014
Self Employed August 2008 - January 2014
Time Inc. August 2011 - January 2013
TheLoop21.com August 2011 - October 2012
Time Inc. June 2011 - September 2011
JPMorgan Chase December 2008 - June 2011
Ebony Magazine June 2008 - August 2008
Chicago Sun-Times September 2006 - June 2008
Skills
Blogging, Editorial, Storytelling, Editing, Photoshop, Newsletters, Digital Media, Magazines, Press Releases, SEO, Community Outreach, CMS, Social Media, Social Media Marketing, Community Engagement, Journalism, Facebook
Education
Columbia University - Graduate School of Journalism 2010 — 2011
MS, Journalism, Editorial
DePaul University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Communications
Damien Matthews Damien Matthews's JPMorgan Chase Experience August 2003 - August 2004
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - Present
JPMorgan Chase August 2003 - August 2004
Education
Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Economics
Punahou School
Morgan Stanley August 2004 - Present
JPMorgan Chase August 2003 - August 2004
Education
Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Economics
Punahou School
Stephen Abseck Stephen Abseck's JPMorgan Chase Experience September 2013 - Present
Job Risk Strategy & Execution at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
American Express June 2012 - July 2013
American Express October 2010 - May 2012
Bank of America Merrill Lynch and Baldwin Bell Green 2009 - 2010
Arthur D. Little 2007 - 2009
Inductis 2002 - 2007
Booz Allen Hamilton May 2001 - August 2001
Booz Allen Hamilton 1998 - 2000
ICF Consulting (now ICF International) 1994 - 1998
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Management and Finance
Stanford University 1993 — 1994
MS, Engineering
Princeton University 1989 — 1993
BSE, Electrical Engineering
JPMorgan Chase September 2013 - Present
American Express June 2012 - July 2013
American Express October 2010 - May 2012
Bank of America Merrill Lynch and Baldwin Bell Green 2009 - 2010
Arthur D. Little 2007 - 2009
Inductis 2002 - 2007
Booz Allen Hamilton May 2001 - August 2001
Booz Allen Hamilton 1998 - 2000
ICF Consulting (now ICF International) 1994 - 1998
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Management and Finance
Stanford University 1993 — 1994
MS, Engineering
Princeton University 1989 — 1993
BSE, Electrical Engineering
Maurice Triquet Maurice Triquet's JPMorgan Chase Experience 1984 - 1987
Job International Commercial Director Lacoste UW at Delta Galil USA
Industry Consumer Goods
Experience
Delta Galil USA 2014 - Present
Lingerie Trade Company 2012 - 2014
Wacoal Corp 2010 - 2012
Maidenform 2002 - 2010
Sara Lee Courtaulds 1989 - 2001
American Express Bank 1987 - 1988
JPMorgan Chase 1984 - 1987
Skills
Strategic Leadership, Strategic Business..., International Business..., Marketing Strategy, International Marketing, Marketing Management, Internet Strategy, Online Marketing, International Management, Sales Management, International Sales, Retail Management, Multi-channel Retail, Brand Licensing, International Licensing, Joint Ventures, Brand Management, Business Development, Project Management, Leadership, E-commerce, Business Strategy
Education
Columbia University - Columbia Business School 1999 — 2003
CBE, Marketing, International Business
New York University - Leonard N. Stern School of Business 1980 — 1983
BS, Marketing, International Business
Delta Galil USA 2014 - Present
Lingerie Trade Company 2012 - 2014
Wacoal Corp 2010 - 2012
Maidenform 2002 - 2010
Sara Lee Courtaulds 1989 - 2001
American Express Bank 1987 - 1988
JPMorgan Chase 1984 - 1987
Skills
Strategic Leadership, Strategic Business..., International Business..., Marketing Strategy, International Marketing, Marketing Management, Internet Strategy, Online Marketing, International Management, Sales Management, International Sales, Retail Management, Multi-channel Retail, Brand Licensing, International Licensing, Joint Ventures, Brand Management, Business Development, Project Management, Leadership, E-commerce, Business Strategy
Education
Columbia University - Columbia Business School 1999 — 2003
CBE, Marketing, International Business
New York University - Leonard N. Stern School of Business 1980 — 1983
BS, Marketing, International Business
James Suppa James Suppa's JPMorgan Chase Experience January 2002 - August 2004
Job Change Executive at Bank of America
Industry Banking
Experience
Bank of America October 2011 - Present
Bank of America July 2010 - October 2011
Bank of America July 2006 - July 2010
EMC Corporation August 2004 - July 2006
JPMorgan Chase January 2002 - August 2004
JP Morgan Chase January 1999 - January 2002
JPMorgan Chase January 1995 - January 1999
InfoUSAClient Services January 1994 - January 1995
Citibank January 1991 - January 1994
Met Life August 1988 - January 1991
Skills
Process Engineering, Portfolio Management, Segmentation, Executive Reporting, Business Analytics, Forensic Reporting &..., Six Sigma, Data Analysis, Sales Support, Business Enablement, Performance Measurement, Measurement Systems, Sales Operations, Cross-functional Team..., Team Leadership, Business Analysis, Analysis, Analytics, Banking, CRM, Leadership, Management, Process Improvement, Program Management, Retail Banking, Risk Management, SDLC, Strategic Planning, Forecasting, Change Management
Education
Columbia University - Columbia Business School 1999 — 2001
Masters, Business Administration
Manhattan College 1984 — 1988
BS, Computer Science
Bank of America October 2011 - Present
Bank of America July 2010 - October 2011
Bank of America July 2006 - July 2010
EMC Corporation August 2004 - July 2006
JPMorgan Chase January 2002 - August 2004
JP Morgan Chase January 1999 - January 2002
JPMorgan Chase January 1995 - January 1999
InfoUSAClient Services January 1994 - January 1995
Citibank January 1991 - January 1994
Met Life August 1988 - January 1991
Skills
Process Engineering, Portfolio Management, Segmentation, Executive Reporting, Business Analytics, Forensic Reporting &..., Six Sigma, Data Analysis, Sales Support, Business Enablement, Performance Measurement, Measurement Systems, Sales Operations, Cross-functional Team..., Team Leadership, Business Analysis, Analysis, Analytics, Banking, CRM, Leadership, Management, Process Improvement, Program Management, Retail Banking, Risk Management, SDLC, Strategic Planning, Forecasting, Change Management
Education
Columbia University - Columbia Business School 1999 — 2001
Masters, Business Administration
Manhattan College 1984 — 1988
BS, Computer Science
Janet Chan Janet Chan's JPMorgan Chase Experience July 2007 - July 2011
Job Planner, Gross Margin RTW at Bloomingdale's/MBA Executive Development Program
Industry Retail
Experience
Bloomingdale's August 2013 - Present
Barneys New York September 2012 - December 2012
Nordstrom June 2012 - September 2012
JPMorgan Chase July 2007 - July 2011
Skills
Financial Modeling, Strategy, Project Management, Valuation, Corporate Finance, Private Equity, Finance, Financial Analysis, Competitive Analysis, Business Strategy, Analytics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Villanova University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bloomingdale's August 2013 - Present
Barneys New York September 2012 - December 2012
Nordstrom June 2012 - September 2012
JPMorgan Chase July 2007 - July 2011
Skills
Financial Modeling, Strategy, Project Management, Valuation, Corporate Finance, Private Equity, Finance, Financial Analysis, Competitive Analysis, Business Strategy, Analytics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Villanova University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Rahima Mamdani Rusch Rahima Mamdani Rusch's JPMorgan Chase Experience 1997 - 1999
Job Home Maker
Industry Investment Banking
Experience
Mamdani Rusch Inc. July 2006 - Present
Houlihan Lokey Howard and Zukin Inc. July 2004 - July 2006
Houlihan Lokey 2004 - 2006
Merrill Lynch May 1999 - July 2001
JPMorgan Chase 1997 - 1999
Skills
Special Situations, Corporate Development, Valuation, Entrepreneurship, Financial Modeling, Mergers, Emerging Markets, Leveraged Finance, M&A experience, Start-ups, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, International Relations
Mamdani Rusch Inc. July 2006 - Present
Houlihan Lokey Howard and Zukin Inc. July 2004 - July 2006
Houlihan Lokey 2004 - 2006
Merrill Lynch May 1999 - July 2001
JPMorgan Chase 1997 - 1999
Skills
Special Situations, Corporate Development, Valuation, Entrepreneurship, Financial Modeling, Mergers, Emerging Markets, Leveraged Finance, M&A experience, Start-ups, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, International Relations
Mark Petrinovic Mark Petrinovic's JPMorgan Chase Experience 2002 - 2008
Job Head of Corporate Banking Latin America at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ January 2013 - May 2015
Bank of Tokyo-Mitsubishi UFJ 2011 - 2013
HSBC 2009 - 2011
JPMorgan Chase 2002 - 2008
JPMorgan Chase 2002 - 2008
J.P. Morgan 1995 - 2002
J.P. Morgan 1994 - 1995
Citicorp May 1987 - May 1994
Skills
Derivatives, Credit Risk, Portfolio Management, Emerging Markets, Market Risk, Credit, Commodity, Latin America, Project Finance, High Yield, Spanish, Regulatory Affairs, Operating Systems, Power, Telecommunications, Portuguese, Metals, Mining, Pulp, Series 79, 63, 24, Financial Structuring, Valuation, Capital Markets, Corporate Finance, Investment Banking, Equities
Education
Columbia University - School of International and Public Affairs 1986 — 1988
MIA, Economics, Foreign Policy
Reed College 1979 — 1983
BA, Chemistry, Mathematics
American School Foundation
Bank of Tokyo-Mitsubishi UFJ January 2013 - May 2015
Bank of Tokyo-Mitsubishi UFJ 2011 - 2013
HSBC 2009 - 2011
JPMorgan Chase 2002 - 2008
JPMorgan Chase 2002 - 2008
J.P. Morgan 1995 - 2002
J.P. Morgan 1994 - 1995
Citicorp May 1987 - May 1994
Skills
Derivatives, Credit Risk, Portfolio Management, Emerging Markets, Market Risk, Credit, Commodity, Latin America, Project Finance, High Yield, Spanish, Regulatory Affairs, Operating Systems, Power, Telecommunications, Portuguese, Metals, Mining, Pulp, Series 79, 63, 24, Financial Structuring, Valuation, Capital Markets, Corporate Finance, Investment Banking, Equities
Education
Columbia University - School of International and Public Affairs 1986 — 1988
MIA, Economics, Foreign Policy
Reed College 1979 — 1983
BA, Chemistry, Mathematics
American School Foundation
Nora Tophof Nora Tophof's JPMorgan Chase Experience September 2009 - May 2011
Job MPA candidate at Columbia University in the City of New York
Industry Public Policy
Experience
Columbia University in the City of New York August 2014 - Present
Partners In Health June 2015 - August 2015
The Boston Consulting Group December 2013 - July 2014
The Boston Consulting Group June 2012 - November 2013
The Boston Consulting Group June 2011 - May 2012
JPMorgan Chase September 2009 - May 2011
Skills
Time Management, Credit Risk, Business Analysis, Market Research, Analysis, Policy Analysis, International..., Public Policy, Project Management, Business Case, Portfolio Management, Change Management
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master of Public Administration (MPA), Global Health
University of Oxford 2006 — 2009
Bachelor of Arts (B.A.), Experimental Psychology
Columbia University in the City of New York August 2014 - Present
Partners In Health June 2015 - August 2015
The Boston Consulting Group December 2013 - July 2014
The Boston Consulting Group June 2012 - November 2013
The Boston Consulting Group June 2011 - May 2012
JPMorgan Chase September 2009 - May 2011
Skills
Time Management, Credit Risk, Business Analysis, Market Research, Analysis, Policy Analysis, International..., Public Policy, Project Management, Business Case, Portfolio Management, Change Management
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master of Public Administration (MPA), Global Health
University of Oxford 2006 — 2009
Bachelor of Arts (B.A.), Experimental Psychology
Elissa Bard Elissa Bard's JPMorgan Chase Experience June 1995 - June 1996
Job Director of Multifamily Lending at Housing Development Fund
Industry Financial Services
Experience
Housing Development Fund April 2013 - Present
Wells Fargo 2000 - 2008
Federal Reserve Bank of New York June 1996 - June 2000
JPMorgan Chase June 1995 - June 1996
Education
Columbia University - School of International and Public Affairs
Master of Public Administration (MPA), Economic Development
Tufts University
Bachelor's degree, International Relations and Political Science
Housing Development Fund April 2013 - Present
Wells Fargo 2000 - 2008
Federal Reserve Bank of New York June 1996 - June 2000
JPMorgan Chase June 1995 - June 1996
Education
Columbia University - School of International and Public Affairs
Master of Public Administration (MPA), Economic Development
Tufts University
Bachelor's degree, International Relations and Political Science
Rachael Schulder Rachael Schulder's JPMorgan Chase Experience Intern, Bureau of CounterterrorismU.S. Department of StateJune 2012 - August 2013
Job Associate Project Manager at JPMorgan Chase
Industry Security and Investigations
Experience
JPMorgan Chase Intern, Bureau of CounterterrorismU.S. Department of StateJune 2012 - August 2013
New York State Office of the Attorney General February 2012 - August 2012
AIPAC June 2010 - August 2010
Commonwealth of Pennsylvania Department of State May 2009 - August 2009
Reader's Digest June 2008 - August 2008
Skills
Politics, Legal Research, Westlaw, Legal Writing, Research, PowerPoint, Microsoft Office, Social Media, Fundraising, Non-profits, Editing, Public Policy, Microsoft Excel, Policy Analysis, Press Releases, Public Affairs, Nonprofits, Political Risk Analysis, Political Science
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs (MIA), International Security Policy and International Conflict Resolution
Barnard College, Columbia University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Psychology, 3.89
JPMorgan Chase Intern, Bureau of CounterterrorismU.S. Department of StateJune 2012 - August 2013
New York State Office of the Attorney General February 2012 - August 2012
AIPAC June 2010 - August 2010
Commonwealth of Pennsylvania Department of State May 2009 - August 2009
Reader's Digest June 2008 - August 2008
Skills
Politics, Legal Research, Westlaw, Legal Writing, Research, PowerPoint, Microsoft Office, Social Media, Fundraising, Non-profits, Editing, Public Policy, Microsoft Excel, Policy Analysis, Press Releases, Public Affairs, Nonprofits, Political Risk Analysis, Political Science
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs (MIA), International Security Policy and International Conflict Resolution
Barnard College, Columbia University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Psychology, 3.89
Jamillah Wright Jamillah Wright's JPMorgan Chase Experience 2000 - 2001
Job Senior Content Strategist at Softcard (Acquired by Google)
Industry Marketing and Advertising
Experience
Softcard December 2013 - Present
HBO May 2009 - November 2013
In Style April 2008 - September 2008
The Nielsen Company January 2007 - March 2008
Time Inc. March 2003 - December 2006
Essence Magazine September 2001 - February 2003
JPMorgan Chase 2000 - 2001
American Express 1996 - 2000
Skills
Marketing Communications, Digital Strategy, Management, Editorial, Digital Media, Copywriting, Digital Marketing, Content Management, Public Relations, Multi-channel Marketing, Development of..., Creative Direction, Magazines, Integrated Marketing, Content Development, Strategic Marketing..., Entertainment, Marketing, New Media, Strategic Communications, Web Content, Global Marketing, Corporate Communications, Freelance Writing, Editing, Marketing Strategy, Video, Strategy, Content Strategy, Email Marketing, Publishing, Television
Education
Columbia University - Graduate School of Journalism
M.S., Journalism
University of Pennsylvania
B.A., English and Communications (Double Major)
New York University
Digital Content Strategy
Holton-Arms School
Softcard December 2013 - Present
HBO May 2009 - November 2013
In Style April 2008 - September 2008
The Nielsen Company January 2007 - March 2008
Time Inc. March 2003 - December 2006
Essence Magazine September 2001 - February 2003
JPMorgan Chase 2000 - 2001
American Express 1996 - 2000
Skills
Marketing Communications, Digital Strategy, Management, Editorial, Digital Media, Copywriting, Digital Marketing, Content Management, Public Relations, Multi-channel Marketing, Development of..., Creative Direction, Magazines, Integrated Marketing, Content Development, Strategic Marketing..., Entertainment, Marketing, New Media, Strategic Communications, Web Content, Global Marketing, Corporate Communications, Freelance Writing, Editing, Marketing Strategy, Video, Strategy, Content Strategy, Email Marketing, Publishing, Television
Education
Columbia University - Graduate School of Journalism
M.S., Journalism
University of Pennsylvania
B.A., English and Communications (Double Major)
New York University
Digital Content Strategy
Holton-Arms School
James J. Schimmel James J. Schimmel's JPMorgan Chase Experience 1984 - Present
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 1984 - Present
Skills
Corporate Development, Acquisition Integration, Divestitures, Private Equity, Investment Banking, Equities, Valuation, Capital Markets, Financial Modeling, Mergers, Fixed Income, Hedge Funds, Emerging Markets, Financial Services, Alternative Investments, Venture Capital, Asset Management, Corporate Finance, Due Diligence, Securities, Structured Finance, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Don Bosco
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.)
JPMorgan Chase 1984 - Present
Skills
Corporate Development, Acquisition Integration, Divestitures, Private Equity, Investment Banking, Equities, Valuation, Capital Markets, Financial Modeling, Mergers, Fixed Income, Hedge Funds, Emerging Markets, Financial Services, Alternative Investments, Venture Capital, Asset Management, Corporate Finance, Due Diligence, Securities, Structured Finance, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Don Bosco
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.)
Rong Hua(Lucy) Liu Rong Hua(Lucy) Liu's JPMorgan Chase Experience November 2011 - May 2015
Job Manager AML Model validation at BMO Financial Group
Industry Banking
Experience
BMO Financial Group June 2015 - Present
JPMorgan Chase November 2011 - May 2015
Longtop Online April 2010 - June 2011
JSVest Shanghai Ltd. June 2009 - April 2010
Industrial and Commercial bank of China August 2002 - August 2007
Skills
VBA, Business Analysis, SAS, Financial Modeling, Business Intelligence, Quantitative Analytics, Data Analysis
Education
Columbia University in the City of New York 2007 — 2009
Master, Operation Research
Fudan University 1998 — 2002
Bachelor, Management Science
BMO Financial Group June 2015 - Present
JPMorgan Chase November 2011 - May 2015
Longtop Online April 2010 - June 2011
JSVest Shanghai Ltd. June 2009 - April 2010
Industrial and Commercial bank of China August 2002 - August 2007
Skills
VBA, Business Analysis, SAS, Financial Modeling, Business Intelligence, Quantitative Analytics, Data Analysis
Education
Columbia University in the City of New York 2007 — 2009
Master, Operation Research
Fudan University 1998 — 2002
Bachelor, Management Science
Lossie Freeman Lossie Freeman's JPMorgan Chase Experience 1997 - 2005
Job Sr. VP Global Business Development at Parnassus Global Agency LLC
Industry Public Policy
Experience
Parnassus Global Agency LLC 2012 - Present
International Rescue Committee November 2013 - April 2014
U.S. Department of State June 2007 - October 2007
JPMorgan Chase 1997 - 2005
Skills
Management, Research, Strategy, Economics, Equities, Investments, Governance, Policy Analysis, Data Analysis, Financial Modeling, Finance, Nonprofits, Emerging Markets, Bloomberg, Public Policy, International Relations, Non-profits, Analysis, Leadership, Business Development, Relationship Management, Global Business Planning, Public Speaking, Strategic Public..., Economic Research, Microfinance
Education
Columbia University - School of International and Public Affairs 2006 — 2007
MPA, Program in Economic Policy Management
University of International Relations People’s Republic of China, Beijing, P.R.C. 2005 — 2005
Center for International Education Chinese Language Studies
Salem College 1993 — 1997
B.A., Economics
East China University of Technology at Shanghai, Shanghai P.R.C. 1996 — 1996
Coursework: International Banking and International Trade
Parnassus Global Agency LLC 2012 - Present
International Rescue Committee November 2013 - April 2014
U.S. Department of State June 2007 - October 2007
JPMorgan Chase 1997 - 2005
Skills
Management, Research, Strategy, Economics, Equities, Investments, Governance, Policy Analysis, Data Analysis, Financial Modeling, Finance, Nonprofits, Emerging Markets, Bloomberg, Public Policy, International Relations, Non-profits, Analysis, Leadership, Business Development, Relationship Management, Global Business Planning, Public Speaking, Strategic Public..., Economic Research, Microfinance
Education
Columbia University - School of International and Public Affairs 2006 — 2007
MPA, Program in Economic Policy Management
University of International Relations People’s Republic of China, Beijing, P.R.C. 2005 — 2005
Center for International Education Chinese Language Studies
Salem College 1993 — 1997
B.A., Economics
East China University of Technology at Shanghai, Shanghai P.R.C. 1996 — 1996
Coursework: International Banking and International Trade
Rod Nissim Rod Nissim's JPMorgan Chase Experience April 2012 - April 2013
Job Sr. Director Global Procurement
Industry Financial Services
Experience
ANN INC. April 2013 - Present
JPMorgan Chase April 2012 - April 2013
JPMorgan Chase August 2007 - April 2012
ICG Commerce May 2005 - August 2007
Israeli Procurement Mission December 2000 - August 2004
Skills
Strategic Sourcing, SAP, Procurement, ERP, Outsourcing, Management, Telecommunications, Cross-functional Team..., Vendor Management, Process Improvement, Change Management, Supply Chain Management
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Masters, International Affairs
Fairleigh Dickinson University 2001 — 2002
B.A., Business Management
ANN INC. April 2013 - Present
JPMorgan Chase April 2012 - April 2013
JPMorgan Chase August 2007 - April 2012
ICG Commerce May 2005 - August 2007
Israeli Procurement Mission December 2000 - August 2004
Skills
Strategic Sourcing, SAP, Procurement, ERP, Outsourcing, Management, Telecommunications, Cross-functional Team..., Vendor Management, Process Improvement, Change Management, Supply Chain Management
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Masters, International Affairs
Fairleigh Dickinson University 2001 — 2002
B.A., Business Management
Michael Perrino Michael Perrino's JPMorgan Chase Experience February 1993 - March 1995
Job First Senior Vice President, Product Management NYCM Insurance
Industry Insurance
Experience
NYCM Insurance January 2003 - Present
British Airways March 1995 - January 2002
JPMorgan Chase February 1993 - March 1995
Shearson Lehman January 1992 - February 1993
Skills
Insurance, Management, Product Management, Team Building, Leadership, Strategic Planning, Risk Management, Product Development, Analytics, Pricing, Public Speaking, Sales, Property & Casualty..., Underwriting, Pricing Strategy, Performance Motivation
Education
University of Wisconsin-Madison - School of Business 2015 — 2015
Executive Development Program, Leadership
Columbia University - Columbia Business School 2013 — 2013
Executive Development Program, Pricing Analytics
The Wharton School, University of Pennsylvania 2013 — 2013
Executive Develpoment Progam, Leadership Development
State University of New York College at Oneonta 2009 — 2010
Certificate of Completion, Organizational & Community Leadership
LIU Post 1987 — 1991
Bachelors, Economics, Business Management
Long Island University, Southampton Campus 1987 — 1988
Bachelor of Arts (BA), Economics
NYCM Insurance January 2003 - Present
British Airways March 1995 - January 2002
JPMorgan Chase February 1993 - March 1995
Shearson Lehman January 1992 - February 1993
Skills
Insurance, Management, Product Management, Team Building, Leadership, Strategic Planning, Risk Management, Product Development, Analytics, Pricing, Public Speaking, Sales, Property & Casualty..., Underwriting, Pricing Strategy, Performance Motivation
Education
University of Wisconsin-Madison - School of Business 2015 — 2015
Executive Development Program, Leadership
Columbia University - Columbia Business School 2013 — 2013
Executive Development Program, Pricing Analytics
The Wharton School, University of Pennsylvania 2013 — 2013
Executive Develpoment Progam, Leadership Development
State University of New York College at Oneonta 2009 — 2010
Certificate of Completion, Organizational & Community Leadership
LIU Post 1987 — 1991
Bachelors, Economics, Business Management
Long Island University, Southampton Campus 1987 — 1988
Bachelor of Arts (BA), Economics
Dani Pascarella's JPMorgan Chase Experience July 2010 - June 2012
Job Business Development at Chartbeat / Founder at Invibed
Industry Internet
Experience
Chartbeat April 2015 - Present
Invibed April 2015 - Present
J.P. Morgan May 2012 - April 2015
JPMorgan Chase July 2010 - June 2012
CNBC May 2010 - July 2010
UF Entrepreneurship Club May 2009 - May 2010
TradePMR April 2009 - April 2010
WUFT-TV October 2009 - December 2009
Info Tech August 2009 - December 2009
AXA Equitable August 2008 - December 2008
Skills
PowerPoint, Excel, Word, Series 7, Series 63, Data Analysis, Finance, Microsoft Word, Microsoft Excel, Leadership, Marketing, Business Planning, Market Research, Financial Modeling, Portfolio Management, Asset Management, CRM, Entrepreneurship, Financial Markets, Bloomberg, Financial Analysis, Trading, Mergers & Acquisitions, Investments, Valuation, Financial Services, Corporate Finance, Photography, Equities, Venture Capital, Securities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Alternative Investments, Economics, Options, Private Equity, Risk Management, Strategic Financial...
Education
Columbia University - Graduate School of Journalism 2013 — 2015
Master of Science (M.S.), Business Journalism
General Assembly 2014 — 2014
Front End Web Development
UF Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
Bachelor of Arts, Business Administration, Spanish Language
Chartbeat April 2015 - Present
Invibed April 2015 - Present
J.P. Morgan May 2012 - April 2015
JPMorgan Chase July 2010 - June 2012
CNBC May 2010 - July 2010
UF Entrepreneurship Club May 2009 - May 2010
TradePMR April 2009 - April 2010
WUFT-TV October 2009 - December 2009
Info Tech August 2009 - December 2009
AXA Equitable August 2008 - December 2008
Skills
PowerPoint, Excel, Word, Series 7, Series 63, Data Analysis, Finance, Microsoft Word, Microsoft Excel, Leadership, Marketing, Business Planning, Market Research, Financial Modeling, Portfolio Management, Asset Management, CRM, Entrepreneurship, Financial Markets, Bloomberg, Financial Analysis, Trading, Mergers & Acquisitions, Investments, Valuation, Financial Services, Corporate Finance, Photography, Equities, Venture Capital, Securities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Alternative Investments, Economics, Options, Private Equity, Risk Management, Strategic Financial...
Education
Columbia University - Graduate School of Journalism 2013 — 2015
Master of Science (M.S.), Business Journalism
General Assembly 2014 — 2014
Front End Web Development
UF Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
Bachelor of Arts, Business Administration, Spanish Language
Marc Zeitoun, CFA's JPMorgan Chase Experience 1994 - 1999
Job Chief Product and Marketing Officer at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Gabriel Sagarduy Gabriel Sagarduy's JPMorgan Chase Experience February 2010 - July 2013
Job Advisory Senior Associate, M&A Transactions & Restructuring at KPMG
Industry Financial Services
Experience
KPMG 2015 - Present
Columbia Business School August 2013 - May 2015
Pensam Capital, LLC June 2014 - August 2014
JPMorgan Chase February 2010 - July 2013
Alvarez & Marsal January 2008 - November 2009
BBVA May 2006 - November 2007
Skills
Financial Modeling, Corporate Finance, Fixed Income, Portfolio Management, Finance, Asset Management, Analysis, Credit Analysis, Data Analysis, Forecasting, Valuation, Financial Analysis, Investments, Due Diligence, Private Equity, Hedge Funds
Education
Columbia Business School 2013 — 2015
University of Miami 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
KPMG 2015 - Present
Columbia Business School August 2013 - May 2015
Pensam Capital, LLC June 2014 - August 2014
JPMorgan Chase February 2010 - July 2013
Alvarez & Marsal January 2008 - November 2009
BBVA May 2006 - November 2007
Skills
Financial Modeling, Corporate Finance, Fixed Income, Portfolio Management, Finance, Asset Management, Analysis, Credit Analysis, Data Analysis, Forecasting, Valuation, Financial Analysis, Investments, Due Diligence, Private Equity, Hedge Funds
Education
Columbia Business School 2013 — 2015
University of Miami 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Jonathan Feldman Jonathan Feldman's JPMorgan Chase Experience July 1997 - July 2000
Job Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Casey, Quirk & Associates June 2012 - May 2013
AllianceBernstein January 2010 - February 2012
AllianceBernstein May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein) July 2003 - June 2006
Merrill Lynch July 2002 - July 2003
JPMorgan Chase July 1997 - July 2000
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting
Education
Columbia University - Columbia Business School
MBA
Cornell University
BA
J.P. Morgan May 2013 - Present
Casey, Quirk & Associates June 2012 - May 2013
AllianceBernstein January 2010 - February 2012
AllianceBernstein May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein) July 2003 - June 2006
Merrill Lynch July 2002 - July 2003
JPMorgan Chase July 1997 - July 2000
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting
Education
Columbia University - Columbia Business School
MBA
Cornell University
BA
Aaron Timms Aaron Timms's JPMorgan Chase Experience July 2010 - May 2012
Job Senior writer, Institutional Investor
Industry Online Media
Experience
Institutional Investor March 2013 - Present
The Deal LLC June 2012 - March 2013
JPMorgan Chase July 2010 - May 2012
Federal Court of Australia January 2007 - February 2008
Fairfax Media January 2005 - January 2007
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Economic policy
University of Sydney 1998 — 2004
Bachelor of Laws (LL.B.), Hons Class I
University of Sydney 1998 — 2001
Bachelor of Arts (BA), Hons Class I and University Medal
Institutional Investor March 2013 - Present
The Deal LLC June 2012 - March 2013
JPMorgan Chase July 2010 - May 2012
Federal Court of Australia January 2007 - February 2008
Fairfax Media January 2005 - January 2007
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Economic policy
University of Sydney 1998 — 2004
Bachelor of Laws (LL.B.), Hons Class I
University of Sydney 1998 — 2001
Bachelor of Arts (BA), Hons Class I and University Medal
Anu Singh's JPMorgan Chase Experience 2011 - 2013
Job Marketing Analytics | User Acquisition | Digital Advertising | Web Analytics | Consumer Insights
Industry Marketing and Advertising
Experience
Interpublic Group - Initiative August 2014 - Present
Digital Analytics Professional 2013 - Present
Early-Stage Technology Startup 2013 - 2013
JPMorgan Chase 2011 - 2013
Federal Reserve Bank of New York 2006 - 2010
Basix 2005 - 2006
Comrise Technology 2005 - 2005
Councel on Foreign Relations 2004 - 2004
New Jersey Commerce and Economic Growth Commission 2000 - 2001
Skills
Web Analytics, Google Analytics, Microsoft SQL Server, Microsoft Excel, Tableau, Access Database, Marketing Analytics, Social Media Marketing, Social Media Advertising, Omniture, SEO, SEM, Customer Acquisition, Customer Insight, Digital Marketing, Market Research, Marketing Strategy, Online Advertising, Data Analysis, Analytics, Database Administration, Strategic Partnerships, Business Development, Facebook Marketing, Project Management, PowerPoint, Marketing, Atlas, Display Advertising, Search Advertising, Mobile Advertising, Business Strategy, Start-up Ventures, Start-ups
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA, International Affairs
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
BA, Economics
Ranney School
Interpublic Group - Initiative August 2014 - Present
Digital Analytics Professional 2013 - Present
Early-Stage Technology Startup 2013 - 2013
JPMorgan Chase 2011 - 2013
Federal Reserve Bank of New York 2006 - 2010
Basix 2005 - 2006
Comrise Technology 2005 - 2005
Councel on Foreign Relations 2004 - 2004
New Jersey Commerce and Economic Growth Commission 2000 - 2001
Skills
Web Analytics, Google Analytics, Microsoft SQL Server, Microsoft Excel, Tableau, Access Database, Marketing Analytics, Social Media Marketing, Social Media Advertising, Omniture, SEO, SEM, Customer Acquisition, Customer Insight, Digital Marketing, Market Research, Marketing Strategy, Online Advertising, Data Analysis, Analytics, Database Administration, Strategic Partnerships, Business Development, Facebook Marketing, Project Management, PowerPoint, Marketing, Atlas, Display Advertising, Search Advertising, Mobile Advertising, Business Strategy, Start-up Ventures, Start-ups
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA, International Affairs
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
BA, Economics
Ranney School
Carlos López-Arenas Carlos López-Arenas's JPMorgan Chase Experience January 2006 - June 2006
Job
Industry Banking
Experience
UBS Investment Bank July 2009 - Present
UBS Investment Bank June 2006 - June 2009
JPMorgan Chase January 2006 - June 2006
Investment Division, UN Bangkok July 2005 - September 2005
ACE, Asesores de Comercio Exterior August 2001 - June 2004
Embassy of Spain-Trade Commission in Los Angeles. July 2000 - June 2001
Skills
Emerging Markets, Credit Risk, Capital Markets, Fixed Income, Country Risk Analysis, Latin America, Financial Analysis, Economics, Financial Risk, Trading, Investments, Risk Management, Finance
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA
CFA Level 3 Candidate
UBS Investment Bank July 2009 - Present
UBS Investment Bank June 2006 - June 2009
JPMorgan Chase January 2006 - June 2006
Investment Division, UN Bangkok July 2005 - September 2005
ACE, Asesores de Comercio Exterior August 2001 - June 2004
Embassy of Spain-Trade Commission in Los Angeles. July 2000 - June 2001
Skills
Emerging Markets, Credit Risk, Capital Markets, Fixed Income, Country Risk Analysis, Latin America, Financial Analysis, Economics, Financial Risk, Trading, Investments, Risk Management, Finance
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA
CFA Level 3 Candidate
Matthew Lowenstein Matthew Lowenstein's JPMorgan Chase Experience July 2007 - August 2008
Job Analyst at J Capital Research
Industry Financial Services
Experience
J Capital Research July 2011 - February 2015
Fairholme Capital Management June 2010 - July 2010
Wedge MKI June 2009 - July 2009
Beijing Grand Consulting October 2008 - February 2009
JPMorgan Chase July 2007 - August 2008
Kojen English Schools & J&D English Consultants August 2006 - January 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Columbia University in the City of New York 2009 — 2011
MBA
Tsinghua University 2008 — 2009
Chinese
Cornell University 2002 — 2006
Bachelor of Arts (B.A.), History
J Capital Research July 2011 - February 2015
Fairholme Capital Management June 2010 - July 2010
Wedge MKI June 2009 - July 2009
Beijing Grand Consulting October 2008 - February 2009
JPMorgan Chase July 2007 - August 2008
Kojen English Schools & J&D English Consultants August 2006 - January 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Columbia University in the City of New York 2009 — 2011
MBA
Tsinghua University 2008 — 2009
Chinese
Cornell University 2002 — 2006
Bachelor of Arts (B.A.), History
Norberto Quirno Norberto Quirno's JPMorgan Chase Experience June 2014 - August 2014
Job Associate Director Latin America Structuring at UBS Investment Bank
Industry Financial Services
Experience
JPMorgan Chase June 2014 - August 2014
Banco Galicia January 2011 - May 2013
Banco Galicia May 2007 - December 2010
Banco Galicia June 2006 - May 2007
citibank 2005 - 2006
Skills
Investment Banking, Bonds, Capital Markets, Corporate Finance, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
MBA Candidate Class of 2015, Finance, General
Universidad Torcuato di Tella 2007 — 2008
MSc, Finance, Finance
Universidad Torcuato di Tella 2001 — 2005
BA, Economics
JPMorgan Chase June 2014 - August 2014
Banco Galicia January 2011 - May 2013
Banco Galicia May 2007 - December 2010
Banco Galicia June 2006 - May 2007
citibank 2005 - 2006
Skills
Investment Banking, Bonds, Capital Markets, Corporate Finance, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
MBA Candidate Class of 2015, Finance, General
Universidad Torcuato di Tella 2007 — 2008
MSc, Finance, Finance
Universidad Torcuato di Tella 2001 — 2005
BA, Economics
Megan Kulick Megan Kulick's JPMorgan Chase Experience 2004 - 2006
Job Senior Investment Analyst
Industry Financial Services
Experience
PIMCO October 2014 - June 2015
Steinberg Asset Management February 2008 - August 2014
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Intrepid Capital 2001 - 2004
Merrill Lynch 1993 - 2001
Skills
Equity Research, Hedge Funds, Equities, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Value Investing, Asset Management, Alternative Investments, Investment Management
Education
Columbia Business School 1996 — 1997
Master of Business Administration (MBA)
University of Michigan 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO October 2014 - June 2015
Steinberg Asset Management February 2008 - August 2014
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Intrepid Capital 2001 - 2004
Merrill Lynch 1993 - 2001
Skills
Equity Research, Hedge Funds, Equities, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Value Investing, Asset Management, Alternative Investments, Investment Management
Education
Columbia Business School 1996 — 1997
Master of Business Administration (MBA)
University of Michigan 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Karp Robert Karp's JPMorgan Chase Experience January 2003 - September 2010
Job Managing Director, Global Sourcing & Procurement at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2011 - Present
UBS AG September 2010 - September 2011
JPMorgan Chase January 2003 - September 2010
CHIMERA CAPITAL January 2001 - June 2002
CYPRESS ASSET MANAGEMENT January 2000 - January 2001
ARTHUR ANDERSEN LLP January 1998 - January 2000
Skills
Strategy, Consulting, Commodity, Financial Modeling, Valuation, Equities, Equity Research, Bloomberg, Investment Banking, Investments, Financial Analysis, Corporate Finance, Finance, Business Development, Risk Management, Series 7, Strategic Planning
Education
Columbia Business School 2006 — 2007
MBA, Executive Program, Finance/Management
Tulane University 1994 — 1998
BS, Accounting
Scarsdale High School 1990 — 1994
Cushman & Wakefield September 2011 - Present
UBS AG September 2010 - September 2011
JPMorgan Chase January 2003 - September 2010
CHIMERA CAPITAL January 2001 - June 2002
CYPRESS ASSET MANAGEMENT January 2000 - January 2001
ARTHUR ANDERSEN LLP January 1998 - January 2000
Skills
Strategy, Consulting, Commodity, Financial Modeling, Valuation, Equities, Equity Research, Bloomberg, Investment Banking, Investments, Financial Analysis, Corporate Finance, Finance, Business Development, Risk Management, Series 7, Strategic Planning
Education
Columbia Business School 2006 — 2007
MBA, Executive Program, Finance/Management
Tulane University 1994 — 1998
BS, Accounting
Scarsdale High School 1990 — 1994
Lauren Cassidy Hill Lauren Cassidy Hill's JPMorgan Chase Experience February 2010 - March 2011
Job Analyst at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. July 2015 - Present
Northern Border Investments March 2011 - June 2015
JPMorgan Chase February 2010 - March 2011
Principled Capital December 2009 - February 2010
Cantillon Capital July 2008 - June 2009
Loomis Sayles June 2007 - August 2007
Sanford C. Bernstein November 2003 - July 2006
Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services
Education
Columbia University - Columbia Business School 2006 — 2008
MBA with Honors, Finance
Southern Methodist University - Cox School of Business 1998 — 2003
BBA with Honors, Finance & Accounting
Westwood Holdings Group, Inc. July 2015 - Present
Northern Border Investments March 2011 - June 2015
JPMorgan Chase February 2010 - March 2011
Principled Capital December 2009 - February 2010
Cantillon Capital July 2008 - June 2009
Loomis Sayles June 2007 - August 2007
Sanford C. Bernstein November 2003 - July 2006
Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services
Education
Columbia University - Columbia Business School 2006 — 2008
MBA with Honors, Finance
Southern Methodist University - Cox School of Business 1998 — 2003
BBA with Honors, Finance & Accounting
Elton Dinga's JPMorgan Chase Experience July 2013 - Present
Job Financial Reporting Analyst Investor Relations – Alternative Investments at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase July 2013 - Present
Picasso's Italian Ristorante October 1992 - December 2013
JPMorgan Chase August 2012 - July 2013
Federal Reserve Bank of New York June 2010 - August 2010
TPG Capital 2008 - 2009
JPMorgan Chase November 2006 - March 2008
JPMorgan Chase March 2006 - November 2006
JPMorgan 2004 - 2005
Valu-Edge Consulting, LLC 2002 - 2003
Merrill Lynch January 2001 - May 2001
Skills
Languages: Albanian,..., Finance, Analysis, Valuation, Investments, Portfolio Management, Financial Analysis, Management, Fixed Income, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 2009 — 2012
Master of International Affairs, International Finance & Economic Policy - Management
New York University 2001 — 2001
Certificate, Investment Banking
The University of Texas at Dallas - School of Management 1997 — 2000
MA, International Management Studies
University of Texas at Dallas - Naveen Jindal School of Management 1994 — 1997
BS, Business Administration
JPMorgan Chase July 2013 - Present
Picasso's Italian Ristorante October 1992 - December 2013
JPMorgan Chase August 2012 - July 2013
Federal Reserve Bank of New York June 2010 - August 2010
TPG Capital 2008 - 2009
JPMorgan Chase November 2006 - March 2008
JPMorgan Chase March 2006 - November 2006
JPMorgan 2004 - 2005
Valu-Edge Consulting, LLC 2002 - 2003
Merrill Lynch January 2001 - May 2001
Skills
Languages: Albanian,..., Finance, Analysis, Valuation, Investments, Portfolio Management, Financial Analysis, Management, Fixed Income, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 2009 — 2012
Master of International Affairs, International Finance & Economic Policy - Management
New York University 2001 — 2001
Certificate, Investment Banking
The University of Texas at Dallas - School of Management 1997 — 2000
MA, International Management Studies
University of Texas at Dallas - Naveen Jindal School of Management 1994 — 1997
BS, Business Administration
Daniel Funk Daniel Funk's JPMorgan Chase Experience 1995 - 2006
Job Vice President/Technology PMO Manager at TD Bank
Industry Financial Services
Experience
TD Bank September 2010 - Present
Computer Sciences Corporation 2008 - September 2010
CIEE 2006 - 2007
JPMorgan Chase 1995 - 2006
Morgan Stanley 1992 - 1994
Reliance Insurance 1990 - 1992
Skills
International Project..., International Relations, International Banking..., International Finance, Risk Management, Offshoring, Operations Management, Project Portfolio..., Program Management, Vendor Management, IT Governance, IT Management, IT Strategy, Banking, Process Improvement, SDLC, Team Management, Team Leadership, IT Operations, Management Consulting, Portfolio Management, Business Management, Process Engineering, PMO, IT Outsourcing, Management, Leadership, Project Management, Business Transformation, Governance, Outsourcing, Business Development, Business Process..., PMP, Business Continuity, Financial Services, Business Process, Strategy, Integration, Project Delivery, Change Management, Business Intelligence, Resource Management, Business Analysis, Executive Management, Enterprise Architecture, Cross-functional Team..., Software Project..., IT Service Management
Education
Columbia University - School of International and Public Affairs
MIA, International Affairs
Rowan University
BS, Management Information Systems, Minor concentration in French Literature
Sacred Heart High School
College Prep
TD Bank September 2010 - Present
Computer Sciences Corporation 2008 - September 2010
CIEE 2006 - 2007
JPMorgan Chase 1995 - 2006
Morgan Stanley 1992 - 1994
Reliance Insurance 1990 - 1992
Skills
International Project..., International Relations, International Banking..., International Finance, Risk Management, Offshoring, Operations Management, Project Portfolio..., Program Management, Vendor Management, IT Governance, IT Management, IT Strategy, Banking, Process Improvement, SDLC, Team Management, Team Leadership, IT Operations, Management Consulting, Portfolio Management, Business Management, Process Engineering, PMO, IT Outsourcing, Management, Leadership, Project Management, Business Transformation, Governance, Outsourcing, Business Development, Business Process..., PMP, Business Continuity, Financial Services, Business Process, Strategy, Integration, Project Delivery, Change Management, Business Intelligence, Resource Management, Business Analysis, Executive Management, Enterprise Architecture, Cross-functional Team..., Software Project..., IT Service Management
Education
Columbia University - School of International and Public Affairs
MIA, International Affairs
Rowan University
BS, Management Information Systems, Minor concentration in French Literature
Sacred Heart High School
College Prep
David Messina David Messina's JPMorgan Chase Experience March 2010 - July 2010
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
JPMorgan Chase March 2010 - July 2010
JPMorgan Chase September 2008 - March 2010
Skills
Mergers, Investment Banking, Strategy, Financial Analysis, Valuation, Emerging Markets, Due Diligence, Investment Management, Investments
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
J.P. Morgan July 2010 - Present
JPMorgan Chase March 2010 - July 2010
JPMorgan Chase September 2008 - March 2010
Skills
Mergers, Investment Banking, Strategy, Financial Analysis, Valuation, Emerging Markets, Due Diligence, Investment Management, Investments
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Davina Wood Davina Wood's JPMorgan Chase Experience January 2013 - Present
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
Seedco Financial October 2010 - January 2013
Banco Palmas November 2009 - May 2010
PlaNet Finance September 2007 - August 2008
Skills
Microfinance, International..., Credit, Financial Analysis, Community Development, Portfolio Management, Policy Analysis, International Relations, Loans, Public Policy, Stata, Economics, Economic Development, Non-profits, Credit Risk, Finance, Nonprofits, Real Estate, Program Management, Emerging Markets, Management, Financial Modeling, Valuation, Social Entrepreneurship, Credit Analysis, Corporate Finance, Structured Finance, Project Finance, Capital Markets
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA
Georgetown University 2002 — 2006
BS in Foreign Service
St. Paul's School 1998 — 2001
JPMorgan Chase January 2013 - Present
Seedco Financial October 2010 - January 2013
Banco Palmas November 2009 - May 2010
PlaNet Finance September 2007 - August 2008
Skills
Microfinance, International..., Credit, Financial Analysis, Community Development, Portfolio Management, Policy Analysis, International Relations, Loans, Public Policy, Stata, Economics, Economic Development, Non-profits, Credit Risk, Finance, Nonprofits, Real Estate, Program Management, Emerging Markets, Management, Financial Modeling, Valuation, Social Entrepreneurship, Credit Analysis, Corporate Finance, Structured Finance, Project Finance, Capital Markets
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA
Georgetown University 2002 — 2006
BS in Foreign Service
St. Paul's School 1998 — 2001
Ryan Holgan, CFA's JPMorgan Chase Experience February 2014 - Present
Job Associate Asset Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - Present
JP Morgan Chase May 2010 - June 2012
Morgan Stanley July 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2005 — 2009
B.B.A., Finance
Monash University 2008 — 2008
B.B.A., General Studies
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - Present
JP Morgan Chase May 2010 - June 2012
Morgan Stanley July 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2005 — 2009
B.B.A., Finance
Monash University 2008 — 2008
B.B.A., General Studies
Eric Amaso's JPMorgan Chase Experience 2003 - 2006
Job Associate Banker (UHNW group) at Citi
Industry Financial Services
Experience
Citi June 2012 - Present
Citi 2012 - May 2013
Wells Fargo 2006 - 2011
JPMorgan Chase 2003 - 2006
Skills
Credit, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Investments, Capital Markets, Valuation, Equities, Derivatives, Investment Banking, Finance, Series 7, Wealth Management, Series 63, Mortgage Lending, Hedge Funds, Asset Management, Financial Services, Securities, Investment Management, Alternative Investments, Mutual Funds, Banking, Relationship Management, Loans, Financial Advisory, Options, Loan Origination
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Citi June 2012 - Present
Citi 2012 - May 2013
Wells Fargo 2006 - 2011
JPMorgan Chase 2003 - 2006
Skills
Credit, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Investments, Capital Markets, Valuation, Equities, Derivatives, Investment Banking, Finance, Series 7, Wealth Management, Series 63, Mortgage Lending, Hedge Funds, Asset Management, Financial Services, Securities, Investment Management, Alternative Investments, Mutual Funds, Banking, Relationship Management, Loans, Financial Advisory, Options, Loan Origination
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Ed Gershman Ed Gershman's JPMorgan Chase Experience December 2012 - Present
Job VP/ED Vendor Management, JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - Present
Citi April 2006 - December 2012
Marsh & McLennan Companies, Inc. 2004 - 2006
UBS 2000 - 2004
PwC 1998 - 2000
CENTER FOR INTERNATIONAL FINANCIAL ANALYSIS & RESEARCH, INC. (CIFAR) 1987 - 1995
Education
Columbia University - Columbia Business School 1995 — 1998
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA
JPMorgan Chase December 2012 - Present
Citi April 2006 - December 2012
Marsh & McLennan Companies, Inc. 2004 - 2006
UBS 2000 - 2004
PwC 1998 - 2000
CENTER FOR INTERNATIONAL FINANCIAL ANALYSIS & RESEARCH, INC. (CIFAR) 1987 - 1995
Education
Columbia University - Columbia Business School 1995 — 1998
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA
Katharina Kyung Hwa Yoon's JPMorgan Chase Experience February 2007 - May 2007
Job Sales Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2007 - April 2010
JPMorgan Chase February 2007 - May 2007
Education
Columbia University - School of International and Public Affairs 2005 — 2007
Master, International Finance & Policy
Seoul National University 2000 — 2005
BA, International Relations
Daewon Foreign Language High School 1999 — 2000
Frankfurt International School (FIS) 1996 — 1999
Deutsche Bank August 2007 - April 2010
JPMorgan Chase February 2007 - May 2007
Education
Columbia University - School of International and Public Affairs 2005 — 2007
Master, International Finance & Policy
Seoul National University 2000 — 2005
BA, International Relations
Daewon Foreign Language High School 1999 — 2000
Frankfurt International School (FIS) 1996 — 1999
Jennifer Dwork Jennifer Dwork's JPMorgan Chase Experience June 2013 - Present
Job
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
Daniel Stinfil Daniel Stinfil's JPMorgan Chase Experience June 2006 - October 2006
Job CoFounder at PrepCube
Industry E-Learning
Experience
PrepCube June 2014 - Present
StudyBoost.com March 2013 - Present
Deutsche Bank July 2010 - September 2012
Bank of New York Mellon October 2006 - August 2009
JPMorgan Chase June 2006 - October 2006
McKee Nelson LLP May 2004 - June 2006
Office of Congressman Major Owens November 2003 - May 2004
Education
Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University at Albany, SUNY 2000 — 2004
BA
New York University
PrepCube June 2014 - Present
StudyBoost.com March 2013 - Present
Deutsche Bank July 2010 - September 2012
Bank of New York Mellon October 2006 - August 2009
JPMorgan Chase June 2006 - October 2006
McKee Nelson LLP May 2004 - June 2006
Office of Congressman Major Owens November 2003 - May 2004
Education
Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University at Albany, SUNY 2000 — 2004
BA
New York University
Daniel Carr's JPMorgan Chase Experience June 2011 - June 2013
Job Real Estate Private Equity at Ares Management
Industry Real Estate
Experience
Ares Management July 2013 - Present
JPMorgan Chase June 2011 - June 2013
ING Clarion Partners September 2010 - December 2010
Columbia Street Partners May 2008 - January 2009
Habitat for Humanity - New York City September 2007 - July 2008
Credit Based Asset Servicing and Securitization (C-BASS) May 2007 - August 2007
Skills
Real Estate Development, Financial Modeling, Asset Managment, Valuation, Real Estate, Due Diligence, Financial Analysis, Private Equity, Property Management, Underwriting, Affordable Housing, Portfolio Management, DCF, Commercial Real Estate, Market Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2010 — 2011
MS, Real Estate Development
Fordham University 2007 — 2010
BS, Finance
University College Dublin 2009 — 2009
Finance
Ares Management July 2013 - Present
JPMorgan Chase June 2011 - June 2013
ING Clarion Partners September 2010 - December 2010
Columbia Street Partners May 2008 - January 2009
Habitat for Humanity - New York City September 2007 - July 2008
Credit Based Asset Servicing and Securitization (C-BASS) May 2007 - August 2007
Skills
Real Estate Development, Financial Modeling, Asset Managment, Valuation, Real Estate, Due Diligence, Financial Analysis, Private Equity, Property Management, Underwriting, Affordable Housing, Portfolio Management, DCF, Commercial Real Estate, Market Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2010 — 2011
MS, Real Estate Development
Fordham University 2007 — 2010
BS, Finance
University College Dublin 2009 — 2009
Finance
Henry Su Henry Su's JPMorgan Chase Experience July 2014 - September 2015
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
Kathy Krall Kathy Krall's JPMorgan Chase Experience February 1981 - February 1995
Job President at J2K Partners
Industry Financial Services
Experience
J2K Partners January 2001 - Present
Prudential Financial February 1995 - December 2000
JPMorgan Chase February 1981 - February 1995
Skills
Financial Services, Strategy, Risk Management, Program Management, Strategic Planning, Management, Investments, Vendor Management, Securities
Education
Columbia University - Columbia Business School
MS, Business Administration
Rutgers University
BA, Political Science
J2K Partners January 2001 - Present
Prudential Financial February 1995 - December 2000
JPMorgan Chase February 1981 - February 1995
Skills
Financial Services, Strategy, Risk Management, Program Management, Strategic Planning, Management, Investments, Vendor Management, Securities
Education
Columbia University - Columbia Business School
MS, Business Administration
Rutgers University
BA, Political Science
Douglas Hendrickson Douglas Hendrickson's JPMorgan Chase Experience September 1982 - January 1997
Job CoFounder and Partner at MidCap Advisors, LLC
Industry Investment Banking
Experience
MidCap Advisors, LLC January 1999 - Present
MidCap Advisors, LLC 1999 - Present
JPMorgan Chase September 1982 - January 1997
JP Morgan Chase 1982 - 1997
Skills
Business Valuation, Due Diligence, Business Planning, Succession Planning, Mergers & Acquisitions, Insurance Industry M&A, Corporate Finance, Capital Raises, Mergers
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
The College of Wooster
Bachelor of Arts (BA), Economics
MidCap Advisors, LLC January 1999 - Present
MidCap Advisors, LLC 1999 - Present
JPMorgan Chase September 1982 - January 1997
JP Morgan Chase 1982 - 1997
Skills
Business Valuation, Due Diligence, Business Planning, Succession Planning, Mergers & Acquisitions, Insurance Industry M&A, Corporate Finance, Capital Raises, Mergers
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
The College of Wooster
Bachelor of Arts (BA), Economics
Steven Ostroff's JPMorgan Chase Experience July 2012 - Present
Job
Industry Financial Services
Experience
Acculynk January 2014 - Present
JPMorgan Chase July 2012 - Present
JPMorgan Chase September 2009 - August 2012
Columbia Business School September 2007 - February 2010
Deloitte Consulting March 2005 - June 2007
KPMG October 2002 - February 2005
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Marketing
Emory University - Goizueta Business School 1998 — 2002
BBA, Business Administration
Acculynk January 2014 - Present
JPMorgan Chase July 2012 - Present
JPMorgan Chase September 2009 - August 2012
Columbia Business School September 2007 - February 2010
Deloitte Consulting March 2005 - June 2007
KPMG October 2002 - February 2005
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Marketing
Emory University - Goizueta Business School 1998 — 2002
BBA, Business Administration
Margaret Platt's JPMorgan Chase Experience January 2000 - February 2001
Job Global Head of Trade and Transaction Reporting Operations at Barclays Investment Bank
Industry Investment Management
Experience
Barclays Investment Bank September 2014 - Present
Barclays Investment Bank March 2014 - September 2014
Barclays Wealth and Investment Management September 2011 - March 2014
AIG Investments September 2006 - September 2011
Deutsche Asset Management February 2001 - August 2006
JPMorgan Chase January 2000 - February 2001
Bankers Trust/Deutsche Bank May 1989 - December 1999
Skills
Operations Management, Project Management, Business Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Strategy, Capital Markets, Change Management, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Investment Banking, Investments, Management, Management Consulting, Outsourcing, Portfolio Management, Program Management, Risk Management, Strategy, Team Leadership, Trading, Vendor Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Oxford University 1980 — 1983
BA, English Language and Literature
Barclays Investment Bank September 2014 - Present
Barclays Investment Bank March 2014 - September 2014
Barclays Wealth and Investment Management September 2011 - March 2014
AIG Investments September 2006 - September 2011
Deutsche Asset Management February 2001 - August 2006
JPMorgan Chase January 2000 - February 2001
Bankers Trust/Deutsche Bank May 1989 - December 1999
Skills
Operations Management, Project Management, Business Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Strategy, Capital Markets, Change Management, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Investment Banking, Investments, Management, Management Consulting, Outsourcing, Portfolio Management, Program Management, Risk Management, Strategy, Team Leadership, Trading, Vendor Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Oxford University 1980 — 1983
BA, English Language and Literature
Jeremy Abrams's JPMorgan Chase Experience November 2013 - Present
Job
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2012 - November 2013
Columbia Business School August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
JPMorganChase July 2007 - October 2010
Accenture May 2006 - June 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Capital Markets, Quantitative Analytics, Derivatives, Fixed Income, VBA, Investment Management, Investment Strategies, Trading
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Wesleyan University 2001 — 2005
BA, Econ
St. Ann's School 1996 — 2001
High School Diploma
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2012 - November 2013
Columbia Business School August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
JPMorganChase July 2007 - October 2010
Accenture May 2006 - June 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Capital Markets, Quantitative Analytics, Derivatives, Fixed Income, VBA, Investment Management, Investment Strategies, Trading
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Wesleyan University 2001 — 2005
BA, Econ
St. Ann's School 1996 — 2001
High School Diploma
Heather Nolan's JPMorgan Chase Experience August 2013 - Present
Job Vice President, Firmwide Risk Strategy at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
MasterCard June 2001 - August 2011
Skills
Cards, Financial Risk, Credit Cards, Payments, Portfolio Management, Credit Risk, Risk Management, Finance, Strategy, Credit, Analysis, Financial Services, Business Planning, Change Management
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance & Management
Loyola University Maryland 1997 — 2001
BBA, Finance & Economics
Monash University 1999 — 1999
Asia/Pacific Economies and Markets
JPMorgan Chase August 2013 - Present
MasterCard June 2001 - August 2011
Skills
Cards, Financial Risk, Credit Cards, Payments, Portfolio Management, Credit Risk, Risk Management, Finance, Strategy, Credit, Analysis, Financial Services, Business Planning, Change Management
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance & Management
Loyola University Maryland 1997 — 2001
BBA, Finance & Economics
Monash University 1999 — 1999
Asia/Pacific Economies and Markets
Maria Moratis's JPMorgan Chase Experience December 2008 - January 2013
Job User Experience Director at Roundarch Isobar
Industry Internet
Experience
Isobar February 2013 - Present
JPMorgan Chase December 2008 - January 2013
Roundarch February 2006 - December 2008
Icon Nicholson January 2005 - January 2006
Solutions Inc 2003 - 2005
Usable Systems 2001 - 2003
Scient 1998 - 2001
Skills
User Experience, User Research, Consulting, Competitive Analysis, Digital Strategy, Mobile Devices, Mobile Applications, Strategy, Product Management, E-commerce, Business Strategy, Content Strategy, Information Architecture, Business Development, Digital Media, Project Management, Digital Marketing, User Interface Design, Analytics, Usability Testing, User-centered Design, Agile Methodologies, Interaction Design
Education
Columbia University - Columbia Business School 2009 — 2010
Masters, Business Administration
New York University 1995 — 1997
Master of Professional Studies, Interactive Telecommunications (ITP)
Imperial College London 1990 — 1994
Masters, Software Engineering
Isobar February 2013 - Present
JPMorgan Chase December 2008 - January 2013
Roundarch February 2006 - December 2008
Icon Nicholson January 2005 - January 2006
Solutions Inc 2003 - 2005
Usable Systems 2001 - 2003
Scient 1998 - 2001
Skills
User Experience, User Research, Consulting, Competitive Analysis, Digital Strategy, Mobile Devices, Mobile Applications, Strategy, Product Management, E-commerce, Business Strategy, Content Strategy, Information Architecture, Business Development, Digital Media, Project Management, Digital Marketing, User Interface Design, Analytics, Usability Testing, User-centered Design, Agile Methodologies, Interaction Design
Education
Columbia University - Columbia Business School 2009 — 2010
Masters, Business Administration
New York University 1995 — 1997
Master of Professional Studies, Interactive Telecommunications (ITP)
Imperial College London 1990 — 1994
Masters, Software Engineering
David Shulman's JPMorgan Chase Experience October 2003 - September 2007
Job Global Head of Product for J.P. Morgan's Depositary Receipts Group
Industry Banking
Experience
J.P. Morgan May 2012 - Present
J.P. Morgan March 2010 - May 2012
Keefe, Bruyette & Woods September 2007 - March 2010
JPMorgan Chase October 2003 - September 2007
JP Morgan July 2001 - October 2003
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance and Accounting
J.P. Morgan May 2012 - Present
J.P. Morgan March 2010 - May 2012
Keefe, Bruyette & Woods September 2007 - March 2010
JPMorgan Chase October 2003 - September 2007
JP Morgan July 2001 - October 2003
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance and Accounting
Karen Levin's JPMorgan Chase Experience August 2009 - July 2011
Job Associate Consumer / Retail / Healthcare, IBD at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Morgan Stanley August 2013 - July 2015
Morgan Stanley June 2012 - August 2012
JPMorgan Chase August 2009 - July 2011
Merrill Lynch September 2006 - July 2009
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Investment Banking, Financial Advisory
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
Economics (Honors Program)
Queen's University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
Columbus School for Girls 1991 — 2003
Goldman Sachs July 2015 - Present
Morgan Stanley August 2013 - July 2015
Morgan Stanley June 2012 - August 2012
JPMorgan Chase August 2009 - July 2011
Merrill Lynch September 2006 - July 2009
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Investment Banking, Financial Advisory
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
Economics (Honors Program)
Queen's University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
Columbus School for Girls 1991 — 2003
Cynthia Wainwright's JPMorgan Chase Experience 1999 - 2001
Job Independent Philanthropy Professional
Industry Philanthropy
Experience
JPMorgan Chase 1999 - 2001
Skills
Nonprofits, Fundraising, Public Speaking, Strategic Planning, Research, Event Planning, Social Media, Community Outreach, Microsoft Office, Volunteer Management, Philanthropy, Public Relations, Grant Writing, Event Management, Program Development, Editing, Project Management, Customer Service, Program Management, Grants
Education
Columbia University - Columbia Business School 1982 — 1983
Master of Business Administration (MBA), Finance & Accounting
JPMorgan Chase 1999 - 2001
Skills
Nonprofits, Fundraising, Public Speaking, Strategic Planning, Research, Event Planning, Social Media, Community Outreach, Microsoft Office, Volunteer Management, Philanthropy, Public Relations, Grant Writing, Event Management, Program Development, Editing, Project Management, Customer Service, Program Management, Grants
Education
Columbia University - Columbia Business School 1982 — 1983
Master of Business Administration (MBA), Finance & Accounting
Steve Neiman's JPMorgan Chase Experience January 2009 - October 2013
Job Chief Technology Officer, Senior Architect
Industry Information Technology and Services
Experience
JPMorgan Chase January 2009 - October 2013
JPMorgan Chase January 2000 - December 2008
JPMorgan Chase January 1997 - December 1999
Digital Image Design January 1996 - December 1996
National Center for Supercomputing Applications 1995 - 1996
Skills
Leadership, Software Development, Agile Methodologies, Testing, Continuous Improvement, Strategy, Vendor Management, Web Services, Quality Assurance, Business Intelligence, Team Management, Integration, Business Process..., Program Management, SOA, Requirements Analysis, Change Management, Enterprise Architecture, Analysis, Cloud Computing, Software Project..., Unix, Risk Management, Product Management, Management, Software Engineering, Cross-functional Team..., Outsourcing, Team Leadership, Architecture, SDLC, Project Management, XML, Agile Project Management, IT Strategy, Process Improvement, Business Process, Architectures
Education
Columbia Business School 2004 — 2006
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1995
Doctor of Philosophy (Ph.D.), Physics
Penn State University 1985 — 1989
Bachelor of Science (BS) Honors, Physics
JPMorgan Chase January 2009 - October 2013
JPMorgan Chase January 2000 - December 2008
JPMorgan Chase January 1997 - December 1999
Digital Image Design January 1996 - December 1996
National Center for Supercomputing Applications 1995 - 1996
Skills
Leadership, Software Development, Agile Methodologies, Testing, Continuous Improvement, Strategy, Vendor Management, Web Services, Quality Assurance, Business Intelligence, Team Management, Integration, Business Process..., Program Management, SOA, Requirements Analysis, Change Management, Enterprise Architecture, Analysis, Cloud Computing, Software Project..., Unix, Risk Management, Product Management, Management, Software Engineering, Cross-functional Team..., Outsourcing, Team Leadership, Architecture, SDLC, Project Management, XML, Agile Project Management, IT Strategy, Process Improvement, Business Process, Architectures
Education
Columbia Business School 2004 — 2006
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1995
Doctor of Philosophy (Ph.D.), Physics
Penn State University 1985 — 1989
Bachelor of Science (BS) Honors, Physics
Eric Yi's JPMorgan Chase Experience 1998 - 2001
Job Head of US Trading and Boston Office Manager at JO Hambro Capital Management
Industry Investment Management
Experience
JO Hambro Capital Management 2014 - Present
Pyramis Global Advisors 2007 - 2014
BlackRock 2001 - 2007
JPMorgan Chase 1998 - 2001
Morgan Stanley 1992 - 1997
Skills
Asset Management, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Trading, Trading Systems
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering, Dean's List, Elbert C. Fisher Scholarship
JO Hambro Capital Management 2014 - Present
Pyramis Global Advisors 2007 - 2014
BlackRock 2001 - 2007
JPMorgan Chase 1998 - 2001
Morgan Stanley 1992 - 1997
Skills
Asset Management, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Trading, Trading Systems
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering, Dean's List, Elbert C. Fisher Scholarship
Kelly Duggan's JPMorgan Chase Experience June 1987 - January 2007
Job Travel Industry Professional
Industry Leisure, Travel & Tourism
Experience
JPMorgan Chase June 1987 - January 2007
JP Morgan Chase 1987 - 2006
Education
Columbia University - Columbia Business School 1997 — 1999
JPMorgan Chase June 1987 - January 2007
JP Morgan Chase 1987 - 2006
Education
Columbia University - Columbia Business School 1997 — 1999
Tenny Field's JPMorgan Chase Experience July 1995 - November 2002
Job Director at Sawaya Segalas
Industry Investment Banking
Experience
Sawaya Segalas May 2006 - Present
RPM International Inc. (DAP) May 2003 - 2006
JPMorgan Chase July 1995 - November 2002
Skills
Mergers & Acquisitions, Corporate Development, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Venture Capital, LBO, M&A experience, Investments, Financial Analysis, Equities, Business Strategy, Entrepreneurship, Mergers, Consumer Products, Strategic Planning
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Vanderbilt University 1991 — 1995
Bachelor of Arts (B.A.), Economics and French
Phillips Exeter Academy 1987 — 1991
Sawaya Segalas May 2006 - Present
RPM International Inc. (DAP) May 2003 - 2006
JPMorgan Chase July 1995 - November 2002
Skills
Mergers & Acquisitions, Corporate Development, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Venture Capital, LBO, M&A experience, Investments, Financial Analysis, Equities, Business Strategy, Entrepreneurship, Mergers, Consumer Products, Strategic Planning
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Vanderbilt University 1991 — 1995
Bachelor of Arts (B.A.), Economics and French
Phillips Exeter Academy 1987 — 1991
Jen Zhang's JPMorgan Chase Experience September 2007 - August 2010
Job MBA '12, Columbia Business School
Industry Investment Banking
Experience
Citi August 2012 - Present
JPMorgan Chase September 2007 - August 2010
JPMorgan July 2006 - September 2007
Skills
Investment Banking, Management, Financial Modeling, Requirements Gathering, Valuation, Corporate Finance, Financial Analysis, Business Analysis, Project Management, Risk Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Stony Brook University 2001 — 2006
BS, Computer Science & Applied Maths
Waseda University 2003 — 2004
Citi August 2012 - Present
JPMorgan Chase September 2007 - August 2010
JPMorgan July 2006 - September 2007
Skills
Investment Banking, Management, Financial Modeling, Requirements Gathering, Valuation, Corporate Finance, Financial Analysis, Business Analysis, Project Management, Risk Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Stony Brook University 2001 — 2006
BS, Computer Science & Applied Maths
Waseda University 2003 — 2004
Kashif. Siddiqui's JPMorgan Chase Experience September 2007 - March 2010
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2004
BS, Computer Engineering
JP Morgan Chase March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2004
BS, Computer Engineering
David Georgas's JPMorgan Chase Experience May 2013 - Present
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Credit Suisse July 2005 - May 2013
IBM Global Services 2003 - 2005
PwC Consulting 1993 - 2003
Education
Princeton University 1989 — 1993
BSE, Computer Science
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
JPMorgan Chase May 2013 - Present
Credit Suisse July 2005 - May 2013
IBM Global Services 2003 - 2005
PwC Consulting 1993 - 2003
Education
Princeton University 1989 — 1993
BSE, Computer Science
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Rosalind Dear's JPMorgan Chase Experience June 2005 - April 2010
Job Executive Director at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan April 2010 - Present
JPMorgan Chase June 2005 - April 2010
Education
Columbia University - Columbia Business School 1998 — 2000
Columbia University - Columbia College 1989 — 1993
BA, Psychology
JPMorgan April 2010 - Present
JPMorgan Chase June 2005 - April 2010
Education
Columbia University - Columbia Business School 1998 — 2000
Columbia University - Columbia College 1989 — 1993
BA, Psychology
Nicole Holzapfel's JPMorgan Chase Experience Market ManagerJP Morgan Chase2005 - Present
Job Senior Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase Market ManagerJP Morgan Chase2005 - Present
J.P. Morgan Securities Inc 1997 - Present
Business Council for the United Nations 1990 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
JPMorgan Chase Market ManagerJP Morgan Chase2005 - Present
J.P. Morgan Securities Inc 1997 - Present
Business Council for the United Nations 1990 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Diane Drinnon's JPMorgan Chase Experience September 2010 - November 2013
Job Director at Citibank
Industry Banking
Experience
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Kai Xiong's JPMorgan Chase Experience 1998 - 2004
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup January 2008 - Present
E*TRADE Financial September 2004 - December 2007
JPMorgan Chase 1998 - 2004
Education
Columbia University - Columbia Business School 2001 — 2003
Peking University 1985 — 1989
B.A., Economics
Citigroup January 2008 - Present
E*TRADE Financial September 2004 - December 2007
JPMorgan Chase 1998 - 2004
Education
Columbia University - Columbia Business School 2001 — 2003
Peking University 1985 — 1989
B.A., Economics
Rosalind Dear's JPMorgan Chase Experience 2000 - 2005
Job Executive Director at JPMorgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank April 2010 - Present
JPMorgan Private Bank June 2005 - April 2010
JPMorgan Chase 2000 - 2005
Skills
Equities, Finance, Portfolio Management, Risk Management, Due Diligence, Strategy, Mutual Funds, Analysis, Asset Management, Derivatives, Hedge Funds, Private Equity, Management, Capital Markets, Investments, Fixed Income
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Psychology
JP Morgan Private Bank April 2010 - Present
JPMorgan Private Bank June 2005 - April 2010
JPMorgan Chase 2000 - 2005
Skills
Equities, Finance, Portfolio Management, Risk Management, Due Diligence, Strategy, Mutual Funds, Analysis, Asset Management, Derivatives, Hedge Funds, Private Equity, Management, Capital Markets, Investments, Fixed Income
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Psychology
Shreya Jain's JPMorgan Chase Experience July 2004 - October 2006
Job Vice President at BNP Paribas
Industry Investment Banking
Experience
Large global bank July 2011 - Present
Deutsche Bank July 2010 - July 2011
Columbia Business School August 2008 - May 2010
BNP Paribas November 2006 - August 2008
JPMorgan Chase July 2004 - October 2006
Skills
Financial Modeling, Investment Banking, Emerging Markets, Capital Markets, Valuation, Portfolio Management, Private Equity, Finance, Financial Analysis, Corporate Finance, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Entrepreneurship, Dean's List (top 10% of class)
Smith College 2000 — 2004
Bachelor of Arts (BA), Economics and International Relations
University of Oxford 2002 — 2003
Bachelor's degree, Politics, Philosophy & Economics
Modern School
Large global bank July 2011 - Present
Deutsche Bank July 2010 - July 2011
Columbia Business School August 2008 - May 2010
BNP Paribas November 2006 - August 2008
JPMorgan Chase July 2004 - October 2006
Skills
Financial Modeling, Investment Banking, Emerging Markets, Capital Markets, Valuation, Portfolio Management, Private Equity, Finance, Financial Analysis, Corporate Finance, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Entrepreneurship, Dean's List (top 10% of class)
Smith College 2000 — 2004
Bachelor of Arts (BA), Economics and International Relations
University of Oxford 2002 — 2003
Bachelor's degree, Politics, Philosophy & Economics
Modern School
Helen Harris's JPMorgan Chase Experience June 2008 - August 2008
Job PhD Student, Political Science Dept. at George Washington University
Industry International Affairs
Experience
George Washington University September 2009 - Present
McLarty Associates May 2010 - December 2010
United Nations June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Center for Social Policies at the Brazilian Institute of Economics, Fundacao Getulio Vargas August 2006 - August 2007
Council of the Americas June 2004 - December 2005
Council of the Americas / Americas Society January 2004 - May 2004
Council on Foreign Relations September 2003 - December 2003
Skills
Public Policy, Research, International Relations, Political Science, Economics, Portuguese, Government Relations, Policy Analysis, Stata, Foreign Policy, Latin America, Politics, Spanish
Education
The George Washington University 2009 — 2015
PhD, Political Science
Columbia University - School of International and Public Affairs 2007 — 2009
Master's International Affairs, International Economic Policy
Columbia University in the City of New York 2000 — 2004
BA, Economics-Political Science
Escola Americana do Rio de Janeiro 1989 — 2000
George Washington University September 2009 - Present
McLarty Associates May 2010 - December 2010
United Nations June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Center for Social Policies at the Brazilian Institute of Economics, Fundacao Getulio Vargas August 2006 - August 2007
Council of the Americas June 2004 - December 2005
Council of the Americas / Americas Society January 2004 - May 2004
Council on Foreign Relations September 2003 - December 2003
Skills
Public Policy, Research, International Relations, Political Science, Economics, Portuguese, Government Relations, Policy Analysis, Stata, Foreign Policy, Latin America, Politics, Spanish
Education
The George Washington University 2009 — 2015
PhD, Political Science
Columbia University - School of International and Public Affairs 2007 — 2009
Master's International Affairs, International Economic Policy
Columbia University in the City of New York 2000 — 2004
BA, Economics-Political Science
Escola Americana do Rio de Janeiro 1989 — 2000
Jose Rivera Alers's JPMorgan Chase Experience January 2000 - June 2001
Job Vice President at Wachovia Corp.
Industry Financial Services
Experience
Wachovia Corp. May 2007 - Present
Montefiore Medical Center April 2005 - May 2007
Fleet Bank February 2003 - May 2004
JPMorgan Chase January 2000 - June 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Columbia University in the City of New York 1983 — 1988
BA, Economics
Wachovia Corp. May 2007 - Present
Montefiore Medical Center April 2005 - May 2007
Fleet Bank February 2003 - May 2004
JPMorgan Chase January 2000 - June 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Columbia University in the City of New York 1983 — 1988
BA, Economics
Kristen Haupert's JPMorgan Chase Experience February 2014 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan January 2010 - February 2014
JP Morgan July 2007 - January 2011
Bear Stearns 2007 - 2008
Federal Reserve System 2001 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Swaps, Equity Derivatives, Securities, Equities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
Duke University 1997 — 2000
BS, Economics
JPMorgan Chase February 2014 - Present
JP Morgan January 2010 - February 2014
JP Morgan July 2007 - January 2011
Bear Stearns 2007 - 2008
Federal Reserve System 2001 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Swaps, Equity Derivatives, Securities, Equities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
Duke University 1997 — 2000
BS, Economics
Steve Fortunato's JPMorgan Chase Experience 2008 - 2009
Job CFO, Consumer Lending at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank 2014 - Present
PHH 2011 - 2014
Union Bank 2010 - 2011
Fannie Mae 2009 - 2010
JPMorgan Chase 2008 - 2009
Washington Mutual 2007 - 2008
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1995 - 2004
JPMorgan Chase 1992 - 1995
JPMorgan Chase 1988 - 1992
Education
Columbia Business School 1981 — 1983
MBA, Finance
Yale University 1974 — 1978
BA, Applied Mathematics
MUFG Union Bank 2014 - Present
PHH 2011 - 2014
Union Bank 2010 - 2011
Fannie Mae 2009 - 2010
JPMorgan Chase 2008 - 2009
Washington Mutual 2007 - 2008
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1995 - 2004
JPMorgan Chase 1992 - 1995
JPMorgan Chase 1988 - 1992
Education
Columbia Business School 1981 — 1983
MBA, Finance
Yale University 1974 — 1978
BA, Applied Mathematics
Jose Rivera Alers's JPMorgan Chase Experience January 2000 - November 2001
Job Community Development Manager at Wells Fargo/Community Relations NY/CT
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
Tara Fabiano's JPMorgan Chase Experience September 1995 - August 2006
Job Principal, Global Mkts at Bank of America
Industry Financial Services
Experience
Bank of America July 2007 - Present
Goldman Sachs August 2006 - July 2007
JPMorgan Chase September 1995 - August 2006
Education
Columbia University - Columbia Business School
MBA, Finance
Siena College
BS, Finance
Bank of America July 2007 - Present
Goldman Sachs August 2006 - July 2007
JPMorgan Chase September 1995 - August 2006
Education
Columbia University - Columbia Business School
MBA, Finance
Siena College
BS, Finance
Raja Ghosh's JPMorgan Chase Experience February 2013 - Present
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase February 2013 - Present
Morgan Stanley Smith Barney June 2006 - November 2012
Deutsche Bank April 1998 - March 2006
Techno Machintel Private Limited 1992 - 1993
Skills
C++, C, Java, Messaging, TIBCO EMS, Linux, Hadoop, Project Management, TCP/IP, JMS, IT Strategy, Software Development, Cloud Computing, Enterprise Architecture, Enterprise Software, Solaris, SOA, Middleware, TIBCO iProcess, Software Engineering, WebSphere MQ, Business Analysis, Software Design, Software Project..., SDLC, Program Management, Vendor Management
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business
Indian Institute of Technology, Kharagpur 1987 — 1991
Bachelor of Technology, Instrumentation Engineering
South Point High School 1983 — 1987
JPMorgan Chase February 2013 - Present
Morgan Stanley Smith Barney June 2006 - November 2012
Deutsche Bank April 1998 - March 2006
Techno Machintel Private Limited 1992 - 1993
Skills
C++, C, Java, Messaging, TIBCO EMS, Linux, Hadoop, Project Management, TCP/IP, JMS, IT Strategy, Software Development, Cloud Computing, Enterprise Architecture, Enterprise Software, Solaris, SOA, Middleware, TIBCO iProcess, Software Engineering, WebSphere MQ, Business Analysis, Software Design, Software Project..., SDLC, Program Management, Vendor Management
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business
Indian Institute of Technology, Kharagpur 1987 — 1991
Bachelor of Technology, Instrumentation Engineering
South Point High School 1983 — 1987
Melissa Jagnarain's JPMorgan Chase Experience 2013 - Present
Job Collateral Operations Analyst
Industry Investment Banking
Experience
JPMorgan Chase 2013 - Present
Columbia University School of International and Public Affairs (SIPA) September 2011 - August 2013
The Partnership CDC October 2007 - July 2010
Langsam Steven & Siller LLC September 2006 - August 2007
McCollister's Transportation February 2002 - December 2004
Skills
Quantitative Analytics, Corporate Finance, Accounting, Microsoft Excel, Microsoft Word
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
Temple University 2003 — 2006
Bachelor of Arts, English
National University of Singapore
JPMorgan Chase 2013 - Present
Columbia University School of International and Public Affairs (SIPA) September 2011 - August 2013
The Partnership CDC October 2007 - July 2010
Langsam Steven & Siller LLC September 2006 - August 2007
McCollister's Transportation February 2002 - December 2004
Skills
Quantitative Analytics, Corporate Finance, Accounting, Microsoft Excel, Microsoft Word
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
Temple University 2003 — 2006
Bachelor of Arts, English
National University of Singapore
Christopher Wolfe's JPMorgan Chase Experience September 1997 - October 2004
Job Chief Investment Officer
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Merrill Lynch April 2010 - Present
Merrill Lynch 2006 - 2009
JPMorgan Chase September 1997 - October 2004
JPMorgan 1997 - 2004
JP Morgan Chase 1997 - 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Wealth Management, Asset Allocation, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Capital Markets, Investment Management, Private Equity, Derivatives, Investment Banking, Wealth Management..., Securities, Management, Financial Services, Bloomberg, Financial Modeling, Finance, Valuation, Financial Markets, Financial Advisory, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Rhode Island - College of Business Administration 1987 — 1991
BS
Michelle Seguin's JPMorgan Chase Experience September 2012 - April 2015
Job Industry Sales Executive Consumer/Retail/Healthcare & Auto/Transport/Aerodefense at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase September 2012 - April 2015
JPMorgan Chase & Co. June 2010 - August 2012
PrimeRevenue March 2009 - May 2010
Citi June 1998 - June 2008
JFK Records Review Board January 1995 - August 1996
Covington & Burling August 1992 - December 1994
Skills
Portfolio Management, Credit, Banking, Fixed Income, Finance, Business Development, Corporate Finance, Credit Analysis, Capital Markets, Investments, Financial Analysis, Management
Education
Columbia University - School of International and Public Affairs 1996 — 1998
M.I.A.
University of Michigan 1987 — 1991
B.A., Political Science
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase September 2012 - April 2015
JPMorgan Chase & Co. June 2010 - August 2012
PrimeRevenue March 2009 - May 2010
Citi June 1998 - June 2008
JFK Records Review Board January 1995 - August 1996
Covington & Burling August 1992 - December 1994
Skills
Portfolio Management, Credit, Banking, Fixed Income, Finance, Business Development, Corporate Finance, Credit Analysis, Capital Markets, Investments, Financial Analysis, Management
Education
Columbia University - School of International and Public Affairs 1996 — 1998
M.I.A.
University of Michigan 1987 — 1991
B.A., Political Science
Chris Suppa's JPMorgan Chase Experience April 2000 - December 2004
Job Business Leader at MasterCard
Industry Financial Services
Experience
MasterCard May 2011 - Present
MasterCard Worldwide January 2009 - Present
MasterCard Worldwide September 2006 - January 2009
MasterCard Worldwide December 2004 - September 2006
JPMorgan Chase April 2000 - December 2004
JPMorgan Chase April 1999 - April 2000
JPMorgan Chase August 1994 - April 1999
Education
Columbia University 2004 — 2005
MBA
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance/Marketing
Siena College 1990 — 1994
Bachelor of Science, Computer Science
MasterCard May 2011 - Present
MasterCard Worldwide January 2009 - Present
MasterCard Worldwide September 2006 - January 2009
MasterCard Worldwide December 2004 - September 2006
JPMorgan Chase April 2000 - December 2004
JPMorgan Chase April 1999 - April 2000
JPMorgan Chase August 1994 - April 1999
Education
Columbia University 2004 — 2005
MBA
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance/Marketing
Siena College 1990 — 1994
Bachelor of Science, Computer Science
Gregory Rodeheaver's JPMorgan Chase Experience 2012 - Present
Job Executive Director J.P. Morgan
Industry Banking
Experience
JPMorgan Chase 2012 - Present
Citigroup May 1997 - May 2011
John I. Haas, Inc. May 1992 - May 1997
Skills
Capital Markets, Fixed Income, Securities, Derivatives, Equities, Financial Services, Financial Markets, Corporate Actions, Financial Institutions, Back Office, Global Custody, Settlement, Banking, Relationship Management, Investment Banking, Hedge Funds, Middle Office, FX Options, Prime Brokerage, Securities Lending, Bonds, SWIFT payments, Structured Products, Operational Risk
Education
Columbia University - Columbia Business School 1996 — 1998
mba, international business
University of Maryland College Park 1985 — 1989
BS, Accounting and Finance
JPMorgan Chase 2012 - Present
Citigroup May 1997 - May 2011
John I. Haas, Inc. May 1992 - May 1997
Skills
Capital Markets, Fixed Income, Securities, Derivatives, Equities, Financial Services, Financial Markets, Corporate Actions, Financial Institutions, Back Office, Global Custody, Settlement, Banking, Relationship Management, Investment Banking, Hedge Funds, Middle Office, FX Options, Prime Brokerage, Securities Lending, Bonds, SWIFT payments, Structured Products, Operational Risk
Education
Columbia University - Columbia Business School 1996 — 1998
mba, international business
University of Maryland College Park 1985 — 1989
BS, Accounting and Finance
Lisa Washburn's JPMorgan Chase Experience July 2003 - August 2005
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2012 - Present
JP Morgan August 2005 - January 2012
JPMorgan Chase July 2003 - August 2005
JPMorgan Chase August 1999 - June 2003
U.S. Department of Energy March 1992 - August 1997
National Security Archive 1990 - 1990
Skills
Finance
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Yale University 1985 — 1989
BA, History
JPMorgan Chase & Co. January 2012 - Present
JP Morgan August 2005 - January 2012
JPMorgan Chase July 2003 - August 2005
JPMorgan Chase August 1999 - June 2003
U.S. Department of Energy March 1992 - August 1997
National Security Archive 1990 - 1990
Skills
Finance
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Yale University 1985 — 1989
BA, History
Jill Murphy's JPMorgan Chase Experience September 2007 - Present
Job CFO Western Region Private Bank at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2007 - Present
J.P. Morgan September 2004 - September 2007
JPMorgan Chase 2001 - 2004
A.T. Kearney 1998 - 2001
Skills
Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Financial Reporting, Strategic Planning, Analysis, Business Strategy, Process Improvement, Microsoft Excel, Budgets, Competitive Analysis, Project Management, CRM, Real Estate, Business Planning, Management, Strategy, Finance, Financial Services
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
JPMorgan Chase September 2007 - Present
J.P. Morgan September 2004 - September 2007
JPMorgan Chase 2001 - 2004
A.T. Kearney 1998 - 2001
Skills
Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Financial Reporting, Strategic Planning, Analysis, Business Strategy, Process Improvement, Microsoft Excel, Budgets, Competitive Analysis, Project Management, CRM, Real Estate, Business Planning, Management, Strategy, Finance, Financial Services
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Saurav Banerjee CAIA, FRM, MFE's JPMorgan Chase Experience 1998 - 2003
Job CIOGlobal Portfolio Management Strategy
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
AIG September 2011 - June 2015
Mizuho Corporate Bank February 2009 - August 2011
Meridian Capital Partners 2007 - 2009
Wells Fargo 2006 - 2007
Bear Stearns 2003 - 2006
JPMorgan Chase 1998 - 2003
Skills
Treasury Management, Fixed Income, Hedge Funds, Interest Rate..., Portfolio Management, Equities, FX Options, Trading, Credit Risk, Investment Banking, Financial Risk, Risk Management, Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 1999 — 2000
Finance, Financial Engineering
Rutgers University-New Brunswick 1995 — 1998
BSc, Electrical and Computer Engineering
North Sydney Boys High
Prudential Financial June 2015 - Present
AIG September 2011 - June 2015
Mizuho Corporate Bank February 2009 - August 2011
Meridian Capital Partners 2007 - 2009
Wells Fargo 2006 - 2007
Bear Stearns 2003 - 2006
JPMorgan Chase 1998 - 2003
Skills
Treasury Management, Fixed Income, Hedge Funds, Interest Rate..., Portfolio Management, Equities, FX Options, Trading, Credit Risk, Investment Banking, Financial Risk, Risk Management, Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 1999 — 2000
Finance, Financial Engineering
Rutgers University-New Brunswick 1995 — 1998
BSc, Electrical and Computer Engineering
North Sydney Boys High
Tony LoFrumento's JPMorgan Chase Experience 1985 - 1999
Job Enterprise Analytics/BI/Big Data Principal Consultant
Industry Marketing and Advertising
Experience
Independent Consulting June 2014 - Present
Accenture April 2012 - May 2014
Omnicom Media Group 2007 - April 2012
IBM Global Services 2006 - 2007
Morgan Stanley 2001 - 2006
Peoples Bank - Bridgeport, Ct. January 2001 - April 2001
Pipe9 Corporation (Internet Startup) June 2000 - December 2000
Citi February 1999 - June 2000
JPMorgan Chase 1985 - 1999
IBM 1980 - 1983
Skills
Business Intelligence, Analytics, Balanced Scorecard, Dashboards, Segmentation, Strategic Planning, Data Mining, Dashboard, Business Analytics, Management, Competitive Analysis, Strategy, Management Consulting, Data Management, Financial Services, Web Analytics, CRM, Business Analysis, Managerial Finance, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Independent Consulting June 2014 - Present
Accenture April 2012 - May 2014
Omnicom Media Group 2007 - April 2012
IBM Global Services 2006 - 2007
Morgan Stanley 2001 - 2006
Peoples Bank - Bridgeport, Ct. January 2001 - April 2001
Pipe9 Corporation (Internet Startup) June 2000 - December 2000
Citi February 1999 - June 2000
JPMorgan Chase 1985 - 1999
IBM 1980 - 1983
Skills
Business Intelligence, Analytics, Balanced Scorecard, Dashboards, Segmentation, Strategic Planning, Data Mining, Dashboard, Business Analytics, Management, Competitive Analysis, Strategy, Management Consulting, Data Management, Financial Services, Web Analytics, CRM, Business Analysis, Managerial Finance, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Ivan Simic's JPMorgan Chase Experience 2012 - Present
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2012 - Present
Columbia Business School August 2010 - 2012
KBC Securities - Corporate Finance 2008 - 2010
Banca Intesa Beograd 2007 - 2008
Deloitte 2005 - 2007
Skills
Strategy, Financial Modeling, Valuation, Competitive Analysis, Equity Research, Emerging Markets, Hedge Funds, Corporate Finance, Financial Markets, Management Consulting, Financial Analysis, Bloomberg, Due Diligence, Derivatives, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Restructuring, Strategic Planning, Business Strategy, Private Equity, Equities, Venture Capital, Capital Markets, Business Valuation, Finance, Investments, Analytics, Banking, Economics, Market Research, Fixed Income
Education
Columbia University - Columbia Business School 2010 — 2012
JPMorgan Chase 2012 - Present
Columbia Business School August 2010 - 2012
KBC Securities - Corporate Finance 2008 - 2010
Banca Intesa Beograd 2007 - 2008
Deloitte 2005 - 2007
Skills
Strategy, Financial Modeling, Valuation, Competitive Analysis, Equity Research, Emerging Markets, Hedge Funds, Corporate Finance, Financial Markets, Management Consulting, Financial Analysis, Bloomberg, Due Diligence, Derivatives, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Restructuring, Strategic Planning, Business Strategy, Private Equity, Equities, Venture Capital, Capital Markets, Business Valuation, Finance, Investments, Analytics, Banking, Economics, Market Research, Fixed Income
Education
Columbia University - Columbia Business School 2010 — 2012
Jacqueline Ng's JPMorgan Chase Experience June 2005 - August 2005
Job PhD Candidate at Northwestern University
Industry Research
Experience
Northwestern University September 2013 - Present
Microsoft March 2012 - July 2013
Morgan Stanley June 2011 - March 2012
Morgan Stanley March 2010 - June 2011
Morgan Stanley August 2006 - March 2010
JPMorgan Chase June 2005 - August 2005
Skills
Equity Research, Financial Analysis, Trading, Valuation, Corporate Finance, Fixed Income, Capital Markets, Asset Management, Investment Banking, Financial Modeling, Bloomberg, Finance, Management, Equities, Derivatives
Education
Northwestern University 2013 — 2018
Industrial Engineering
Columbia Business School 2009 — 2011
Executive MBA
Princeton University 2002 — 2006
BSE, Operations Research and Financial Engineering
Northwestern University September 2013 - Present
Microsoft March 2012 - July 2013
Morgan Stanley June 2011 - March 2012
Morgan Stanley March 2010 - June 2011
Morgan Stanley August 2006 - March 2010
JPMorgan Chase June 2005 - August 2005
Skills
Equity Research, Financial Analysis, Trading, Valuation, Corporate Finance, Fixed Income, Capital Markets, Asset Management, Investment Banking, Financial Modeling, Bloomberg, Finance, Management, Equities, Derivatives
Education
Northwestern University 2013 — 2018
Industrial Engineering
Columbia Business School 2009 — 2011
Executive MBA
Princeton University 2002 — 2006
BSE, Operations Research and Financial Engineering
naseem haffar's JPMorgan Chase Experience May 2003 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Minara investments January 2013 - Present
societe general March 2010 - November 2011
JPMorgan Chase May 2003 - July 2008
JPMorgan Chase 1997 - 2002
Skills
Banking, Capital Markets, Bonds, Credit Derivatives, Leveraged Finance, Real Estate Investor, Venture Capital, Trading, Fixed Income, Equities
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance, General
University of Minnesota-Twin Cities 1976 — 1979
B.S. Business Aminstration, International Affairs
Minara investments January 2013 - Present
societe general March 2010 - November 2011
JPMorgan Chase May 2003 - July 2008
JPMorgan Chase 1997 - 2002
Skills
Banking, Capital Markets, Bonds, Credit Derivatives, Leveraged Finance, Real Estate Investor, Venture Capital, Trading, Fixed Income, Equities
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance, General
University of Minnesota-Twin Cities 1976 — 1979
B.S. Business Aminstration, International Affairs
Jack Rosenstock's JPMorgan Chase Experience 1980 - 1998
Job Independent Banking Professional
Industry Banking
Experience
jpmorgan chase 1980 - 1998
jpmorgan chase 1980 - 1998
JP Morgan Chase June 1974 - June 1997
Education
Columbia University - Columbia Business School 1967 — 1971
MBA, Production Management
jpmorgan chase 1980 - 1998
jpmorgan chase 1980 - 1998
JP Morgan Chase June 1974 - June 1997
Education
Columbia University - Columbia Business School 1967 — 1971
MBA, Production Management
Claire Borelli's JPMorgan Chase Experience August 2013 - Present
Job Head of Consumer and Chase Wealth Management HR at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2012 - Present
UBS Wealth Management May 2009 - February 2012
Merrill Lynch October 1994 - April 2009
Skills
Talent Acquisition, Deferred Compensation, Management, Financial Services, Investment Banking, Human Resources, Talent Management, Personnel Management, Succession Planning, HRIS, Technical Recruiting, Employee Benefits, Vendor Management, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Executive Pay, HR Consulting, Executive Coaching, Strategic Financial..., Equities, Organizational..., Risk Management, Change Management, Investments, Leadership, Asset Management, Mergers & Acquisitions, Leadership Development, Management Consulting, Employee Relations, Process Improvement, Applicant Tracking..., Strategy, Organizational..., Onboarding, Relationship Management, Organizational Design, Workforce Planning, Wealth Management, Executive Search
Education
Columbia University - Columbia Business School 2011 — 2012
Executive Coaching
Temple University
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2012 - Present
UBS Wealth Management May 2009 - February 2012
Merrill Lynch October 1994 - April 2009
Skills
Talent Acquisition, Deferred Compensation, Management, Financial Services, Investment Banking, Human Resources, Talent Management, Personnel Management, Succession Planning, HRIS, Technical Recruiting, Employee Benefits, Vendor Management, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Executive Pay, HR Consulting, Executive Coaching, Strategic Financial..., Equities, Organizational..., Risk Management, Change Management, Investments, Leadership, Asset Management, Mergers & Acquisitions, Leadership Development, Management Consulting, Employee Relations, Process Improvement, Applicant Tracking..., Strategy, Organizational..., Onboarding, Relationship Management, Organizational Design, Workforce Planning, Wealth Management, Executive Search
Education
Columbia University - Columbia Business School 2011 — 2012
Executive Coaching
Temple University
Jiaeh Kim's JPMorgan Chase Experience February 2007 - Present
Job Associate, J.P. Morgan Alternative Asset Management
Industry Investment Management
Experience
JPMorgan Chase February 2007 - Present
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Cornell University 2000 — 2004
JPMorgan Chase February 2007 - Present
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Cornell University 2000 — 2004
Christian N Arriz's JPMorgan Chase Experience 2008 - 2009
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Sameer Bathija, CFA's JPMorgan Chase Experience April 2008 - Present
Job Associate at JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase April 2008 - Present
Skills
Financial Modeling, Financial Analysis, DCF, Bloomberg, Derivatives, Industry Research, Corporate Finance, Fixed Income, Credit Analysis, Capital IQ, Capital Structure, Credit Derivatives, High Yield, Investment Banking, Credit, Leveraged Finance, Bonds, Credit Risk, Chartered Financial..., Risk Management, Buy-side, Restructuring, CDS, Hedging, Loans, Financial Statement..., Portfolio Management, Investments, Valuation, Due Diligence, Equity Research, Capital Markets, Equity Valuation
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
CFA Institute 2008 — 2010
CFA Level III
Jai Hind College 2005 — 2008
Bachelor's in Management Studies, Finance
JPMorgan Chase April 2008 - Present
Skills
Financial Modeling, Financial Analysis, DCF, Bloomberg, Derivatives, Industry Research, Corporate Finance, Fixed Income, Credit Analysis, Capital IQ, Capital Structure, Credit Derivatives, High Yield, Investment Banking, Credit, Leveraged Finance, Bonds, Credit Risk, Chartered Financial..., Risk Management, Buy-side, Restructuring, CDS, Hedging, Loans, Financial Statement..., Portfolio Management, Investments, Valuation, Due Diligence, Equity Research, Capital Markets, Equity Valuation
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
CFA Institute 2008 — 2010
CFA Level III
Jai Hind College 2005 — 2008
Bachelor's in Management Studies, Finance
Essya Hanachi's JPMorgan Chase Experience December 2012 - Present
Job Managing Director
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
JPMorgan Chase July 2010 - December 2012
BGC Partners 2004 - August 2010
Goldman Sachs 1997 - 2004
JP Morgan 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Equities, Risk Management, Management, Fixed Income, Derivatives, Corporate Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1987 — 1991
BSBA, Accounting
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Accounting
JPMorgan Chase December 2012 - Present
JPMorgan Chase July 2010 - December 2012
BGC Partners 2004 - August 2010
Goldman Sachs 1997 - 2004
JP Morgan 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Equities, Risk Management, Management, Fixed Income, Derivatives, Corporate Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1987 — 1991
BSBA, Accounting
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Accounting
chris atamian's JPMorgan Chase Experience 2010 - 2011
Job Marketing and Press Manager at Variety Worldwide
Industry Media Production
Experience
Variety Worldwide November 2013 - Present
Independent Producer January 2011 - November 2013
JPMorgan Chase 2010 - 2011
Skills
Editing, Social Media, New Media, Advertising, Investment Banking, Copy Editing, Content Management, Digital Media, Creative Writing, Marketing
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), International Media and Marketing, Bronfman Scholar
Harvard University 1985 — 1989
Bachelor's degree, Literature
Collegiate School 1983 — 1985
High School Diploma
Variety Worldwide November 2013 - Present
Independent Producer January 2011 - November 2013
JPMorgan Chase 2010 - 2011
Skills
Editing, Social Media, New Media, Advertising, Investment Banking, Copy Editing, Content Management, Digital Media, Creative Writing, Marketing
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), International Media and Marketing, Bronfman Scholar
Harvard University 1985 — 1989
Bachelor's degree, Literature
Collegiate School 1983 — 1985
High School Diploma
Leonardo Han's JPMorgan Chase Experience July 2004 - Present
Job Investments Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2004 - Present
Skills
Fixed Income, Series 7, Equities, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Investment Management, Asset Managment, Financial Analysis, Emerging Markets, Finance, Treasury Services, MBS, CDS, Small Business Lending
Education
Columbia Business School 2010 — 2011
Master of Business Administration (MBA)
University of Pennsylvania 2001 — 2004
BA, Economics
JPMorgan Chase July 2004 - Present
Skills
Fixed Income, Series 7, Equities, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Investment Management, Asset Managment, Financial Analysis, Emerging Markets, Finance, Treasury Services, MBS, CDS, Small Business Lending
Education
Columbia Business School 2010 — 2011
Master of Business Administration (MBA)
University of Pennsylvania 2001 — 2004
BA, Economics
Gillian Van Schaick's JPMorgan Chase Experience 1986 - August 2012
Job Executive Vice President at HSBC
Industry Banking
Experience
HSBC August 2012 - Present
JPMorgan Chase 1986 - August 2012
Skills
Equities, Securities, Asset Management, Hedge Funds, Fixed Income, Capital Markets, Risk Management, Derivatives, Strategy, Financial Services, Banking, Change Management, Investment Banking, Investments
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
HSBC August 2012 - Present
JPMorgan Chase 1986 - August 2012
Skills
Equities, Securities, Asset Management, Hedge Funds, Fixed Income, Capital Markets, Risk Management, Derivatives, Strategy, Financial Services, Banking, Change Management, Investment Banking, Investments
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Eduardo Castro, CFA, CAIA's JPMorgan Chase Experience July 2014 - Present
Job Derivatives Trader for Global Emerging Markets at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2014 - Present
JP Morgan Chase July 2010 - Present
Itau-Unibanco May 2006 - July 2010
Unibanco Asset Management September 2005 - May 2006
Skills
Hedge Funds, Quantitative Analysis, Fixed Income, Economics, Asset Allocation, Due Diligence, Asset Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Universidade de São Paulo 2002 — 2006
Bachelor of Science (BS), Production Engineering, 3.7 GPA
JPMorgan Chase July 2014 - Present
JP Morgan Chase July 2010 - Present
Itau-Unibanco May 2006 - July 2010
Unibanco Asset Management September 2005 - May 2006
Skills
Hedge Funds, Quantitative Analysis, Fixed Income, Economics, Asset Allocation, Due Diligence, Asset Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Universidade de São Paulo 2002 — 2006
Bachelor of Science (BS), Production Engineering, 3.7 GPA
Francisca Lund's JPMorgan Chase Experience April 2010 - December 2010
Job Parttime Associate at Alpha Venture Partners
Industry Investment Management
Experience
Columbia Business School Part-time AssociateAlpha Venture PartnersSeptember 2014 - January 2015
Itaú BBA June 2014 - August 2014
CHL Capital January 2011 - July 2013
JPMorgan Chase April 2010 - December 2010
Skills
Bloomberg, Financial Modeling, Valuation, Capital Markets, Investment Banking, Fixed Income, Equities, Asset Management, Corporate Finance, Investments, Financial Analysis, Emerging Markets
Education
Pontificia Universidad Católica de Chile 2005 — 2009
Ingeniero Comercial
Columbia University - Columbia Business School
Columbia Business School Part-time AssociateAlpha Venture PartnersSeptember 2014 - January 2015
Itaú BBA June 2014 - August 2014
CHL Capital January 2011 - July 2013
JPMorgan Chase April 2010 - December 2010
Skills
Bloomberg, Financial Modeling, Valuation, Capital Markets, Investment Banking, Fixed Income, Equities, Asset Management, Corporate Finance, Investments, Financial Analysis, Emerging Markets
Education
Pontificia Universidad Católica de Chile 2005 — 2009
Ingeniero Comercial
Columbia University - Columbia Business School
Thomas Yanagi's JPMorgan Chase Experience 1993 - 1995
Job Managing Director at Digital Bridge
Industry Investment Banking
Experience
Digital Bridge Holdings, LLC June 2014 - Present
Macquarie Infrastructure Partners July 2001 - May 2014
Nomura Securities May 2000 - April 2001
Madison Investment Partners 1997 - 2000
JPMorgan Chase 1993 - 1995
Skills
Private Equity, Management, Asset Managment, Investments, Portfolio Management, Strategy, Asset Management, Negotiation, Mergers & Acquisitions, Leadership, Financial Modeling, Valuation, Finance, Investment Banking, Capital Markets, Structured Finance, Corporate Finance, Hedge Funds, Equities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Montville High School 1981 — 1985
Digital Bridge Holdings, LLC June 2014 - Present
Macquarie Infrastructure Partners July 2001 - May 2014
Nomura Securities May 2000 - April 2001
Madison Investment Partners 1997 - 2000
JPMorgan Chase 1993 - 1995
Skills
Private Equity, Management, Asset Managment, Investments, Portfolio Management, Strategy, Asset Management, Negotiation, Mergers & Acquisitions, Leadership, Financial Modeling, Valuation, Finance, Investment Banking, Capital Markets, Structured Finance, Corporate Finance, Hedge Funds, Equities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Montville High School 1981 — 1985
Lynda Feliciano's JPMorgan Chase Experience October 2012 - March 2015
Job Managing Director, Supervisory Affairs at GE Capital
Industry Investment Banking
Experience
GE Capital March 2015 - Present
JPMorgan Chase October 2012 - March 2015
UBS August 2011 - October 2012
UBS Investment Bank September 2004 - August 2011
UBS Investment Bank November 2000 - September 2004
UBS Investment Bank May 1997 - November 2000
UBS Investment Bank June 1995 - May 1997
Serfin Securities September 1992 - February 1995
USPTO September 1988 - August 1990
Skills
Credit Risk, Capital Markets, Industry Analysis, Financial Markets, Derivatives, Risk Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute
BS, Mechanical Engineering
GE Capital March 2015 - Present
JPMorgan Chase October 2012 - March 2015
UBS August 2011 - October 2012
UBS Investment Bank September 2004 - August 2011
UBS Investment Bank November 2000 - September 2004
UBS Investment Bank May 1997 - November 2000
UBS Investment Bank June 1995 - May 1997
Serfin Securities September 1992 - February 1995
USPTO September 1988 - August 1990
Skills
Credit Risk, Capital Markets, Industry Analysis, Financial Markets, Derivatives, Risk Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute
BS, Mechanical Engineering
Sandy Salavan's JPMorgan Chase Experience August 2001 - March 2006
Job Corporate Development (M&A) , Private Equity.
Industry Fund-Raising
Experience
Salavan Partner Inc February 2008 - Present
JPMorgan Chase August 2001 - March 2006
Education
Columbia University - Columbia Business School 1996 — 2000
BA, economics
Salavan Partner Inc February 2008 - Present
JPMorgan Chase August 2001 - March 2006
Education
Columbia University - Columbia Business School 1996 — 2000
BA, economics
Pamela Applefeld's JPMorgan Chase Experience 1998 - 2002
Job Vice President at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments February 2008 - Present
TA Associates June 2002 - December 2004
JPMorgan Chase 1998 - 2002
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Cornell University 1994 — 1998
Scarsdale High School 1990 — 1994
High School
PineBridge Investments February 2008 - Present
TA Associates June 2002 - December 2004
JPMorgan Chase 1998 - 2002
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Cornell University 1994 — 1998
Scarsdale High School 1990 — 1994
High School
Joseph Ragusa's JPMorgan Chase Experience July 2004 - Present
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2004 - Present
JP Morgan Chase January 2001 - July 2004
JP Morgan Chase January 1989 - January 2001
Dreyfus October 1986 - December 1988
Dreyfus October 1981 - October 1986
Skills
Management, Project Management, PMO, Finance, Customer Service, Vendor Management, Loans, SDLC, Banking, Business Analysis, Risk Management, IT Strategy, Process Improvement, Financial Services, Project Portfolio...
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business Administration
Manhattan College 1977 — 1981
BS, Economics, Marketing
JPMorgan Chase July 2004 - Present
JP Morgan Chase January 2001 - July 2004
JP Morgan Chase January 1989 - January 2001
Dreyfus October 1986 - December 1988
Dreyfus October 1981 - October 1986
Skills
Management, Project Management, PMO, Finance, Customer Service, Vendor Management, Loans, SDLC, Banking, Business Analysis, Risk Management, IT Strategy, Process Improvement, Financial Services, Project Portfolio...
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business Administration
Manhattan College 1977 — 1981
BS, Economics, Marketing
Mithlesh Kush's JPMorgan Chase Experience April 2002 - June 2007
Job VP Wells Fargo & Co.
Industry Financial Services
Experience
Citi October 2013 - Present
BLU Realty Group January 2012 - Present
Standard & Poor's 2006 - August 2013
JPMorgan Chase April 2002 - June 2007
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Financial Markets, Bloomberg, Securitization, Structured Finance, Financial Modeling, Investment Banking, Bonds, Market Data, Structured Products, Portfolio Management, Valuation, Currency, Real Estate Economics, Investments, Loans, Business Analysis, Leadership, Program Management, Risk Management, SDLC, Project Management, Financial Services, Vendor Management, Management
Education
Columbia Business School
MIS, Management Information Systems, General
Citi October 2013 - Present
BLU Realty Group January 2012 - Present
Standard & Poor's 2006 - August 2013
JPMorgan Chase April 2002 - June 2007
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Financial Markets, Bloomberg, Securitization, Structured Finance, Financial Modeling, Investment Banking, Bonds, Market Data, Structured Products, Portfolio Management, Valuation, Currency, Real Estate Economics, Investments, Loans, Business Analysis, Leadership, Program Management, Risk Management, SDLC, Project Management, Financial Services, Vendor Management, Management
Education
Columbia Business School
MIS, Management Information Systems, General
Dorrette Brown's JPMorgan Chase Experience May 1999 - October 2005
Job President at Wholesome Goodness
Industry Alternative Medicine
Experience
Wholesome Goodness January 2011 - Present
JPMorgan Chase May 1999 - October 2005
Skills
Management, Team Building, Business Planning, Leadership, Coaching, Budgets, Customer Service, Stress Management, Marketing Strategy, New Business Development, Product Development, Small Business, Entrepreneurship, Event Planning, Sales Management, Nutrition, Business Strategy, Marketing, Alternative Medicine, Pain Management, Public Speaking, Healing, Social Media
Education
Columbia University - School of International and Public Affairs 2000 — 2002
Master of Public Administration (MPA), Master of Public Administration and Finance
Hofstra University 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Wholesome Goodness January 2011 - Present
JPMorgan Chase May 1999 - October 2005
Skills
Management, Team Building, Business Planning, Leadership, Coaching, Budgets, Customer Service, Stress Management, Marketing Strategy, New Business Development, Product Development, Small Business, Entrepreneurship, Event Planning, Sales Management, Nutrition, Business Strategy, Marketing, Alternative Medicine, Pain Management, Public Speaking, Healing, Social Media
Education
Columbia University - School of International and Public Affairs 2000 — 2002
Master of Public Administration (MPA), Master of Public Administration and Finance
Hofstra University 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Sunserae Smith's JPMorgan Chase Experience June 2012 - June 2013
Job Management Consulting
Industry Think Tanks
Experience
Sunserae Smith January 2013 - Present
JPMorgan Chase June 2012 - June 2013
Columbia University in the City of New York March 2012 - December 2012
Booker Team For Newark December 2008 - June 2011
Morrison & Foerster LLP July 2006 - December 2007
Skills
Start-ups, Policy Analysis, Environmental Policy, Research, Fundraising, Microsoft Excel, Public Speaking, SPSS, Climate Change, Corporate Social..., Sustainability, Event Planning, PowerPoint, Data Analysis, Microsoft Word, Entrepreneurship, Renewable Energy, International Relations, Social Media Marketing, Social Entrepreneurship, Access, Social Networking, International..., Event Management, Spanish, Policy, MS Word, Photoshop, Qualitative Research, Economics, Sustainable Development, MS Excel, MS Outlook, MS PowerPoint, GIS, AutoCAD, InDesign, Illustrator, Concordance, File Surf, LiveNote, Kroll On Track, Telosa, QuickBooks, Paralegals, Always Punctual, Organization, Climate Change Science, ESG
Education
Columbia University - School of International and Public Affairs 2011 — 2012
Masters
University of California, Berkeley 2002 — 2005
Bachelor of Arts (B.A.), Architecture & City Planning
Saint Ignatius College Preparatory, San Francisco, CA
The Hamlin School
Sunserae Smith January 2013 - Present
JPMorgan Chase June 2012 - June 2013
Columbia University in the City of New York March 2012 - December 2012
Booker Team For Newark December 2008 - June 2011
Morrison & Foerster LLP July 2006 - December 2007
Skills
Start-ups, Policy Analysis, Environmental Policy, Research, Fundraising, Microsoft Excel, Public Speaking, SPSS, Climate Change, Corporate Social..., Sustainability, Event Planning, PowerPoint, Data Analysis, Microsoft Word, Entrepreneurship, Renewable Energy, International Relations, Social Media Marketing, Social Entrepreneurship, Access, Social Networking, International..., Event Management, Spanish, Policy, MS Word, Photoshop, Qualitative Research, Economics, Sustainable Development, MS Excel, MS Outlook, MS PowerPoint, GIS, AutoCAD, InDesign, Illustrator, Concordance, File Surf, LiveNote, Kroll On Track, Telosa, QuickBooks, Paralegals, Always Punctual, Organization, Climate Change Science, ESG
Education
Columbia University - School of International and Public Affairs 2011 — 2012
Masters
University of California, Berkeley 2002 — 2005
Bachelor of Arts (B.A.), Architecture & City Planning
Saint Ignatius College Preparatory, San Francisco, CA
The Hamlin School
Daim Shah's JPMorgan Chase Experience September 2014 - Present
Job Credit Strategy and Change at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2014 - Present
Barclays Investment Bank February 2013 - June 2014
HSBC June 2012 - January 2013
UBS January 2010 - September 2010
UBS March 2006 - December 2009
Skills
Collateral Management, Business Analysis, Financial Modeling, Microsoft Excel, Operational Risk..., Financial Analysis, Fixed Income, Project Management, Capital Markets, Stata, Statistical Data..., SAP BW, Outsourcing, Process Improvement, Smartstream TLM, Product Control, Derivatives, Dodd-Frank, Compliance, Equities, Credit Derivatives
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, Finance & Economics
Columbia University in the City of New York 2010 — 2012
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 1998 — 2001
Master of Business Administration (MBA)
JPMorgan Chase September 2014 - Present
Barclays Investment Bank February 2013 - June 2014
HSBC June 2012 - January 2013
UBS January 2010 - September 2010
UBS March 2006 - December 2009
Skills
Collateral Management, Business Analysis, Financial Modeling, Microsoft Excel, Operational Risk..., Financial Analysis, Fixed Income, Project Management, Capital Markets, Stata, Statistical Data..., SAP BW, Outsourcing, Process Improvement, Smartstream TLM, Product Control, Derivatives, Dodd-Frank, Compliance, Equities, Credit Derivatives
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, Finance & Economics
Columbia University in the City of New York 2010 — 2012
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 1998 — 2001
Master of Business Administration (MBA)
James Denton's JPMorgan Chase Experience September 1991 - June 2002
Job Partner at Broadhaven Capital Partners
Industry Investment Banking
Experience
Broadhaven Capital Partners April 2012 - Present
Rothschild Inc. September 2002 - January 2012
JPMorgan Chase September 1991 - June 2002
JPMorgan Chase September 1985 - June 1992
KBW July 1980 - December 1983
Skills
Corporate development, Mergers & acquisitions, Private equity, Corporate finance, Fixed Income, Capital Markets, Mergers & Acquisitions, Private Equity, Mergers, Corporate Development, Due Diligence, Asset Management, Corporate Finance, Financial Modeling, Equities, Venture Capital, Strategy, Investment Banking, Asset Managment, Valuation
Education
Columbia Business School 1984 — 1985
MBA, Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics, Italian, French
Northern Highlands Regional High School 1975 — 1976
American School of London 1971 — 1974
Overseas School of Rome 1964 — 1970
Broadhaven Capital Partners April 2012 - Present
Rothschild Inc. September 2002 - January 2012
JPMorgan Chase September 1991 - June 2002
JPMorgan Chase September 1985 - June 1992
KBW July 1980 - December 1983
Skills
Corporate development, Mergers & acquisitions, Private equity, Corporate finance, Fixed Income, Capital Markets, Mergers & Acquisitions, Private Equity, Mergers, Corporate Development, Due Diligence, Asset Management, Corporate Finance, Financial Modeling, Equities, Venture Capital, Strategy, Investment Banking, Asset Managment, Valuation
Education
Columbia Business School 1984 — 1985
MBA, Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics, Italian, French
Northern Highlands Regional High School 1975 — 1976
American School of London 1971 — 1974
Overseas School of Rome 1964 — 1970
Vince Marat's JPMorgan Chase Experience June 1990 - Present
Job VP Private Banking Technology at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 1990 - Present
Education
Columbia Business School
MBA, Information Systems
JPMorgan Chase June 1990 - Present
Education
Columbia Business School
MBA, Information Systems
Sam Langleben's JPMorgan Chase Experience June 2009 - June 2011
Job Associate, Infrastructure Investments, CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board July 2011 - Present
JPMorgan Chase June 2009 - June 2011
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Private Equity, Capital Markets, Fixed Income
Education
Columbia University - School of International and Public Affairs 2013 — 2014
Master of Public Administration (MPA), Program in Economic Policy Management - International Energy Management Concentration
McGill University 2006 — 2009
BCOM, Accounting, Finance
CPP Investment Board July 2011 - Present
JPMorgan Chase June 2009 - June 2011
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Private Equity, Capital Markets, Fixed Income
Education
Columbia University - School of International and Public Affairs 2013 — 2014
Master of Public Administration (MPA), Program in Economic Policy Management - International Energy Management Concentration
McGill University 2006 — 2009
BCOM, Accounting, Finance
Hsien Tsung's JPMorgan Chase Experience June 2013 - Present
Job AML Strategic Risk Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
JPMorgan Chase & Co. 2013 - 2014
Cross Research September 2007 - June 2013
Palladian Research February 2004 - July 2005
Skills
Equity Research, Financial Modeling, Capital Markets, Valuation
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MIA, International Finance and Business
JPMorgan Chase June 2013 - Present
JPMorgan Chase & Co. 2013 - 2014
Cross Research September 2007 - June 2013
Palladian Research February 2004 - July 2005
Skills
Equity Research, Financial Modeling, Capital Markets, Valuation
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MIA, International Finance and Business
Dana Carey's JPMorgan Chase Experience 1999 - 2002
Job Portfolio Manager, Apollo
Industry Investment Management
Experience
Apollo Global Management LLC 2012 - Present
Stone Tower Capital 2005 - April 2012
Shelter Capital Partners 2002 - 2003
JPMorgan Chase 1999 - 2002
Education
Columbia Business School
Tufts University
Apollo Global Management LLC 2012 - Present
Stone Tower Capital 2005 - April 2012
Shelter Capital Partners 2002 - 2003
JPMorgan Chase 1999 - 2002
Education
Columbia Business School
Tufts University
Kristin Selvala's JPMorgan Chase Experience August 1993 - January 2000
Job Board Member at New Canaan YMCA; New Canaan CARES
Industry Nonprofit Organization Management
Experience
New Canaan YMCA; New Canaan CARES January 2004 - Present
JPMorgan Chase August 1993 - January 2000
Skills
Fundraising, Strategy, Nonprofits
Education
Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.), Economics
New Canaan YMCA; New Canaan CARES January 2004 - Present
JPMorgan Chase August 1993 - January 2000
Skills
Fundraising, Strategy, Nonprofits
Education
Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.), Economics
Annie Lam's JPMorgan Chase Experience January 2014 - Present
Job Vice President, Liquidity Risk at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of International Affairs
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Quantitative Economics
JPMorgan Chase January 2014 - Present
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of International Affairs
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Quantitative Economics
Tom Halpin's JPMorgan Chase Experience March 1989 - July 2007
Job Executive Vice President at HSBC
Industry Financial Services
Experience
HSBC July 2007 - Present
JPMorgan Chase March 1989 - July 2007
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham University
Bachelor of Science (BS), Finance, General
HSBC July 2007 - Present
JPMorgan Chase March 1989 - July 2007
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fordham University
Bachelor of Science (BS), Finance, General
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.