JPMorgan Investor Services
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JPMorgan Investor Services Employees
Employee
Years
Job
Industry
John L Gulley III John L Gulley III's JPMorgan Investor Services Experience September 1996 - October 2004
Job Desktop Engineer at Reit Management & Research LLC
Industry Financial Services
Experience
Reit Management & Research LLC February 2015 - Present
LPL Financial Services August 2007 - January 2015
Angell Palmer & Dodge LLP February 2007 - June 2007
HGT Pharmaceuticals March 2006 - February 2007
IBM November 2005 - July 2006
Cutler Pickering February 2005 - November 2005
JPMorgan Investor Services September 1996 - October 2004
Skills
Servers, XP, Troubleshooting, VPN, Technical Support, Operating Systems, Computer Hardware, Windows, Firewalls, Software Installation, Hardware, Security, Routers, Switches, System Deployment, Active Directory, SCCM, Microsoft Exchange
Education
Emerson College
New Horizon's Boston
Reit Management & Research LLC February 2015 - Present
LPL Financial Services August 2007 - January 2015
Angell Palmer & Dodge LLP February 2007 - June 2007
HGT Pharmaceuticals March 2006 - February 2007
IBM November 2005 - July 2006
Cutler Pickering February 2005 - November 2005
JPMorgan Investor Services September 1996 - October 2004
Skills
Servers, XP, Troubleshooting, VPN, Technical Support, Operating Systems, Computer Hardware, Windows, Firewalls, Software Installation, Hardware, Security, Routers, Switches, System Deployment, Active Directory, SCCM, Microsoft Exchange
Education
Emerson College
New Horizon's Boston
Fred Clarke, JD Fred Clarke, JD's JPMorgan Investor Services Experience August 2002 - February 2004
Job Putnam County Legal Aid Scty
Industry Marketing and Advertising
Experience
Putnam County Legal Aid Scty August 2014 - Present
Experian August 2013 - Present
Siemens Healthcare November 2012 - Present
IBM February 2004 - April 2012
JPMorgan Investor Services August 2002 - February 2004
U.S. House of Representatives February 1995 - January 2001
WOR Radio January 1990 - January 1995
New York One News 1990 - 1992
Skills
Internal Communications, Crisis Communications, Marketing Communications, Change Management, Reputation Management, Investor Relations, Content Management, Analyst Relations, Branding & Identity, Editorial, Public Affairs, Corporate Communications, Strategy, Strategic Communications, Communication Training, Digital Marketing, Media Relations, Messaging, Communications Planning, Thought Leadership, Leadership, Speech Writing
Education
Pace Law School 2011 — 2014
Juris Doctor, Immigration, Title VII Employment Discrimination
New York University 1987 — 1991
BA, Journalism
Hillview College 1979 — 1986
O & A Levels, History, Literature and Economics
Putnam County Legal Aid Scty August 2014 - Present
Experian August 2013 - Present
Siemens Healthcare November 2012 - Present
IBM February 2004 - April 2012
JPMorgan Investor Services August 2002 - February 2004
U.S. House of Representatives February 1995 - January 2001
WOR Radio January 1990 - January 1995
New York One News 1990 - 1992
Skills
Internal Communications, Crisis Communications, Marketing Communications, Change Management, Reputation Management, Investor Relations, Content Management, Analyst Relations, Branding & Identity, Editorial, Public Affairs, Corporate Communications, Strategy, Strategic Communications, Communication Training, Digital Marketing, Media Relations, Messaging, Communications Planning, Thought Leadership, Leadership, Speech Writing
Education
Pace Law School 2011 — 2014
Juris Doctor, Immigration, Title VII Employment Discrimination
New York University 1987 — 1991
BA, Journalism
Hillview College 1979 — 1986
O & A Levels, History, Literature and Economics
Carolann Jacobs,Technology Executive Carolann Jacobs,Technology Executive's JPMorgan Investor Services Experience April 2004 - September 2004
Job Senior Director, Technology Delivery
Industry Management Consulting
Experience
Epsilon November 2013 - Present
Epsilon March 2012 - November 2013
Vivid Epiphany, Inc August 2001 - March 2013
Tower Club Business Alliance December 2010 - July 2012
Verizon 2008 - 2008
RMCJ, LLC August 2004 - August 2006
McKesson Corp April 2005 - July 2006
Adea Solutions December 2005 - April 2006
Matrix Resources September 2005 - December 2005
JPMorgan Investor Services April 2004 - September 2004
Skills
Executive Coaching, Organizational..., Talent Management, Coaching, Emotional Intelligence, Leadership Development, Succession Planning, Mentoring, Organizational..., Organizational..., Organizational Change, Strategy Development, Talent Acquisition, Talent Development, Employee Engagement, Public Speaking, Performance Management, Strategic Planning, Cross-functional Team..., Creative Problem Solving, Team Management, Team Leadership, Management Consulting, Program Management, Career Development, Strategic Thinking, Performance Improvement, Change Management, Change Leadership, Situational Leadership, Conflict Management, Decision Making, Cultural Diversity, DISC, Certified Scrum Master..., PMP, Program Facilitation, Executive Development, Process Improvement, Team Building, Strategy, SDLC, Project Planning, Outsourcing, Training, Leadership, Project Management, Management
Education
Southern Methodist University 1989 — 1993
BA, English
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Management Information Sciences
Epsilon November 2013 - Present
Epsilon March 2012 - November 2013
Vivid Epiphany, Inc August 2001 - March 2013
Tower Club Business Alliance December 2010 - July 2012
Verizon 2008 - 2008
RMCJ, LLC August 2004 - August 2006
McKesson Corp April 2005 - July 2006
Adea Solutions December 2005 - April 2006
Matrix Resources September 2005 - December 2005
JPMorgan Investor Services April 2004 - September 2004
Skills
Executive Coaching, Organizational..., Talent Management, Coaching, Emotional Intelligence, Leadership Development, Succession Planning, Mentoring, Organizational..., Organizational..., Organizational Change, Strategy Development, Talent Acquisition, Talent Development, Employee Engagement, Public Speaking, Performance Management, Strategic Planning, Cross-functional Team..., Creative Problem Solving, Team Management, Team Leadership, Management Consulting, Program Management, Career Development, Strategic Thinking, Performance Improvement, Change Management, Change Leadership, Situational Leadership, Conflict Management, Decision Making, Cultural Diversity, DISC, Certified Scrum Master..., PMP, Program Facilitation, Executive Development, Process Improvement, Team Building, Strategy, SDLC, Project Planning, Outsourcing, Training, Leadership, Project Management, Management
Education
Southern Methodist University 1989 — 1993
BA, English
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Management Information Sciences
Karl-Otto Hartmann's JPMorgan Investor Services Experience 1991 - 2006
Job CoFounder of 40Act.com
Industry Financial Services
Experience
40Act.com, LLC January 2012 - Present
Horizons ETF Trust February 2014 - Present
Suffolk University Law School January 2008 - Present
IntelliMagic LLC January 2000 - Present
CSOP ETF Trust January 2015 - Present
Money Market FX, LLC February 2010 - June 2013
Fund Directors' Counsel December 2008 - December 2012
FocusShares Trust 2008 - December 2012
The Thirty-Eight Hundred Fund LLC 2008 - November 2012
JPMorgan Investor Services 1991 - 2006
Skills
Mutual Funds, Alternative Investments, Investment Company Act, Corporate Governance, Securities, Banking, Private Equity, Financial Services, Finance, Commercial Litigation, Investments, Due Diligence, Hedge Funds, Investment Management, Leadership, Risk Management, Insurance, Equities, Intellectual Property, Asset Management, Securities Regulation, Mergers & Acquisitions, Venture Capital, Portfolio Management, Start-ups
Education
University of California, Berkeley, Haas School of Business 1980 — 1985
MBA, Strategic planning, marketing
Santa Clara University School of Law 1977 — 1980
JD, Law
Dartmouth College 1973 — 1977
AB, Economics, Geography
Pine Crest Preparatory School
40Act.com, LLC January 2012 - Present
Horizons ETF Trust February 2014 - Present
Suffolk University Law School January 2008 - Present
IntelliMagic LLC January 2000 - Present
CSOP ETF Trust January 2015 - Present
Money Market FX, LLC February 2010 - June 2013
Fund Directors' Counsel December 2008 - December 2012
FocusShares Trust 2008 - December 2012
The Thirty-Eight Hundred Fund LLC 2008 - November 2012
JPMorgan Investor Services 1991 - 2006
Skills
Mutual Funds, Alternative Investments, Investment Company Act, Corporate Governance, Securities, Banking, Private Equity, Financial Services, Finance, Commercial Litigation, Investments, Due Diligence, Hedge Funds, Investment Management, Leadership, Risk Management, Insurance, Equities, Intellectual Property, Asset Management, Securities Regulation, Mergers & Acquisitions, Venture Capital, Portfolio Management, Start-ups
Education
University of California, Berkeley, Haas School of Business 1980 — 1985
MBA, Strategic planning, marketing
Santa Clara University School of Law 1977 — 1980
JD, Law
Dartmouth College 1973 — 1977
AB, Economics, Geography
Pine Crest Preparatory School
Christa Poston's JPMorgan Investor Services Experience 2000 - 2004
Job Experienced Marketing and Communications Professional
Industry Public Relations and Communications
Experience
Office of the Mayor, City and County of Denver 2006 - 2008
First Data Corporation 2004 - 2006
JPMorgan Investor Services 2000 - 2004
Skills
Media Relations, Corporate Communications, Marketing Strategy, Internal Communications, Public Relations, Public Affairs, Marketing
Education
Denison University 1984 — 1988
BA, History, English
Office of the Mayor, City and County of Denver 2006 - 2008
First Data Corporation 2004 - 2006
JPMorgan Investor Services 2000 - 2004
Skills
Media Relations, Corporate Communications, Marketing Strategy, Internal Communications, Public Relations, Public Affairs, Marketing
Education
Denison University 1984 — 1988
BA, History, English
Rafe Schoenfeld's JPMorgan Investor Services Experience July 2007 - June 2008
Job Executive Director, Compliance Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
Adriana Pantano's JPMorgan Investor Services Experience May 2005 - September 2005
Job Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 1996 - Present
JPMorgan Chase February 2007 - November 2010
JPMorgan Chase June 2006 - February 2007
Eagle Investment Systems September 2005 - January 2006
JPMorgan Investor Services May 2005 - September 2005
Chase December 2000 - April 2005
Chase Manhattan Bank May 1998 - November 2000
Chase Manhattan Bank October 1996 - April 1998
Education
BENTLEY COLLEGE 1995 — 2000
Masters, Business Administration; International Business
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA
NORTHEASTERN UNIVERSITY 1988 — 1993
Bachelor of Science, Business Administration
JPMorgan Chase 1996 - Present
JPMorgan Chase February 2007 - November 2010
JPMorgan Chase June 2006 - February 2007
Eagle Investment Systems September 2005 - January 2006
JPMorgan Investor Services May 2005 - September 2005
Chase December 2000 - April 2005
Chase Manhattan Bank May 1998 - November 2000
Chase Manhattan Bank October 1996 - April 1998
Education
BENTLEY COLLEGE 1995 — 2000
Masters, Business Administration; International Business
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA
NORTHEASTERN UNIVERSITY 1988 — 1993
Bachelor of Science, Business Administration
Mark Kucera's JPMorgan Investor Services Experience 1986 - Present
Job Vice President at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase Client Service ManagerJPMorgan1986 - Present
JPMorgan Chase Bank, N.A. 1986 - Present
JPMorgan Investor Services 1986 - Present
USTrust Company of New York 1986 - 1995
New England Life 1982 - 1986
New England Life 1982 - 1986
Skills
Mutual Funds, Global Custody, Back Office, Equities, Alternative Investments, ETFs, Middle Office, Fixed Income, Bloomberg, Derivatives, Fund Accounting, Capital Markets, Fund Administration, Financial Services, Hedge Funds, Securities, Relationship Management, Corporate Actions, Wealth Management, Asset Management, Investments
Education
Boston University 1972 — 1976
B.A., Philosophy and Sociology
JPMorgan Chase Client Service ManagerJPMorgan1986 - Present
JPMorgan Chase Bank, N.A. 1986 - Present
JPMorgan Investor Services 1986 - Present
USTrust Company of New York 1986 - 1995
New England Life 1982 - 1986
New England Life 1982 - 1986
Skills
Mutual Funds, Global Custody, Back Office, Equities, Alternative Investments, ETFs, Middle Office, Fixed Income, Bloomberg, Derivatives, Fund Accounting, Capital Markets, Fund Administration, Financial Services, Hedge Funds, Securities, Relationship Management, Corporate Actions, Wealth Management, Asset Management, Investments
Education
Boston University 1972 — 1976
B.A., Philosophy and Sociology
Tami Kaster's JPMorgan Investor Services Experience January 2000 - January 2001
Job Branch Manager: Lewisville at Bank of the Ozarks
Industry Banking
Experience
Bank of the Ozarks December 2007 - Present
Capital One Bank July 2006 - December 2007
Bank of Texas January 2004 - July 2006
Woodhaven National Bank January 2003 - January 2004
Woodforest National Bank January 2002 - 2003
Compass Bank January 2001 - January 2002
JPMorgan Investor Services January 2000 - January 2001
Wells Fargo Services January 1997 - January 2000
Wells Fargo Services January 1997 - January 2000
Wells Fargo Services January 1997 - January 2000
Education
Tarrant County College
Business
Bank of the Ozarks December 2007 - Present
Capital One Bank July 2006 - December 2007
Bank of Texas January 2004 - July 2006
Woodhaven National Bank January 2003 - January 2004
Woodforest National Bank January 2002 - 2003
Compass Bank January 2001 - January 2002
JPMorgan Investor Services January 2000 - January 2001
Wells Fargo Services January 1997 - January 2000
Wells Fargo Services January 1997 - January 2000
Wells Fargo Services January 1997 - January 2000
Education
Tarrant County College
Business
Va Thong's JPMorgan Investor Services Experience 2000 - 2005
Job Inspections Specialist at PCAOB
Industry Accounting
Experience
Public Company Accounting Oversight Board October 2013 - Present
Ernst & Young 2010 - October 2013
KPMG Audit 2005 - 2010
JPMorgan Investor Services 2000 - 2005
Education
Simmons College
Bachelor, Accounting
Public Company Accounting Oversight Board October 2013 - Present
Ernst & Young 2010 - October 2013
KPMG Audit 2005 - 2010
JPMorgan Investor Services 2000 - 2005
Education
Simmons College
Bachelor, Accounting