JPMorgan Private Bank
Industry: Commercial bank
DescriptionJ.P. Morgan & Co. is a commercial and investment banking institution founded by J. P. Morgan in 1871. The company was a predecessor of three of the largest banking institutions in the world, JPMorgan Chase, Morgan Stanley, and Deutsche Bank, and was involved in the formation of Drexel Burnham Lambert. CEO: Diana Farrell (Oct 2014–) Founder: J. P. Morgan Founded: 1871 Parent organization: JPMorgan Chase Headquarters: New York City, NY Number of employees: 26,314 (2010)
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JPMorgan Private Bank Employees
Employee
Years
Job
Industry
pamela lucina pamela lucina's JPMorgan Private Bank Experience April 2005 - June 2014
Job Managing Director Wealth Strategy Team Lead
Industry Banking
Experience
BNY Mellon June 2014 - Present
JPMorgan Private Bank April 2005 - June 2014
Mayer Brown February 2001 - September 2004
Arthur Andersen April 1996 - May 2000
Skills
Private Banking, Tax Advisory, Estate Planning, High Net Worth..., Wealth Management..., Tax, Wealth, Wealth Management
Education
DePaul University College of Law 1993 — 1996
Doctor of Law (JD), Taxation
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon June 2014 - Present
JPMorgan Private Bank April 2005 - June 2014
Mayer Brown February 2001 - September 2004
Arthur Andersen April 1996 - May 2000
Skills
Private Banking, Tax Advisory, Estate Planning, High Net Worth..., Wealth Management..., Tax, Wealth, Wealth Management
Education
DePaul University College of Law 1993 — 1996
Doctor of Law (JD), Taxation
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Jacqueline Ilvento Jacqueline Ilvento's JPMorgan Private Bank Experience 1998 - 2004
Job Certified Public Accountant
Industry Accounting
Experience
CPA Firm July 2014 - Present
-- 2009 - June 2014
PricewaterhouseCoopers 2006 - 2009
JPMorgan Private Bank 1998 - 2004
Broza Block & Rubino, CPAs 1994 - 1998
Skills
Accounting, Tax, Tax Returns, Hedge Funds, Private Equity, Compliance, Reconciliations, General Ledger, Trusts, Trust Accounting, Income Tax, Account Reconciliation, Financial Analysis, CPA, High Net Worth..., Risk Management, Asset Management, Alternative Investments, Investments, US GAAP, Securities, Internal Controls, Auditing, Finance, Bloomberg, Financial Services, Mutual Funds, Financial Advisory
Education
Monmouth University 1990 — 1994
BS - Business Administration
CPA Firm July 2014 - Present
-- 2009 - June 2014
PricewaterhouseCoopers 2006 - 2009
JPMorgan Private Bank 1998 - 2004
Broza Block & Rubino, CPAs 1994 - 1998
Skills
Accounting, Tax, Tax Returns, Hedge Funds, Private Equity, Compliance, Reconciliations, General Ledger, Trusts, Trust Accounting, Income Tax, Account Reconciliation, Financial Analysis, CPA, High Net Worth..., Risk Management, Asset Management, Alternative Investments, Investments, US GAAP, Securities, Internal Controls, Auditing, Finance, Bloomberg, Financial Services, Mutual Funds, Financial Advisory
Education
Monmouth University 1990 — 1994
BS - Business Administration
Christopher Deveny Christopher Deveny's JPMorgan Private Bank Experience 2005 - 2012
Job Managing Director/Chairman Midwest Region/Private Bank at JP Morgan
Industry Financial Services
Experience
JP Morgan 2012 - Present
JPMorgan Private Bank 2005 - 2012
JPMorgan Private Bank 2002 - 2005
JPMorgan Private Bank 1995 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Kidder Peabody 1991 - 1994
Skills
Strategic Management -..., Investments, Business Growth, Financial Analysis, Risk Management, Finance, Mergers, Fixed Income, Equities, Portfolio Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Structured Products, Private Banking, Fund Of Funds, Wealth Management..., Wealth Management, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Business
JP Morgan 2012 - Present
JPMorgan Private Bank 2005 - 2012
JPMorgan Private Bank 2002 - 2005
JPMorgan Private Bank 1995 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Kidder Peabody 1991 - 1994
Skills
Strategic Management -..., Investments, Business Growth, Financial Analysis, Risk Management, Finance, Mergers, Fixed Income, Equities, Portfolio Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Structured Products, Private Banking, Fund Of Funds, Wealth Management..., Wealth Management, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Business
Chris Reese Chris Reese's JPMorgan Private Bank Experience May 2004 - December 2005
Job
Industry Investment Management
Experience
Freycinet Capital Management June 2013 - Present
Makaira Partners May 2012 - March 2013
Pillsman Partners September 2012 - December 2012
Schooner Capital June 2011 - August 2011
Iron Mountain Asia Pacific August 2008 - April 2010
JPMorgan Investment Bank January 2006 - June 2008
JPMorgan Private Bank May 2004 - December 2005
Skills
Valuation, Financial Analysis, Strategic Planning, Emerging Markets, Venture Capital, Growth Capital, Public Markets, Value Investing, Financial Modeling, Competitive Analysis, Due Diligence, Portfolio Management, Investment Banking, Investments, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Duke University 2000 — 2004
BA
University of California, Berkeley, Haas School of Business 2003 — 2003
BASE Program
Universidad de Chile 2002 — 2002
Freycinet Capital Management June 2013 - Present
Makaira Partners May 2012 - March 2013
Pillsman Partners September 2012 - December 2012
Schooner Capital June 2011 - August 2011
Iron Mountain Asia Pacific August 2008 - April 2010
JPMorgan Investment Bank January 2006 - June 2008
JPMorgan Private Bank May 2004 - December 2005
Skills
Valuation, Financial Analysis, Strategic Planning, Emerging Markets, Venture Capital, Growth Capital, Public Markets, Value Investing, Financial Modeling, Competitive Analysis, Due Diligence, Portfolio Management, Investment Banking, Investments, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Duke University 2000 — 2004
BA
University of California, Berkeley, Haas School of Business 2003 — 2003
BASE Program
Universidad de Chile 2002 — 2002
Carol Berger, PMO/Program Manager Carol Berger, PMO/Program Manager's JPMorgan Private Bank Experience August 2004 - December 2005
Job PMO Lead, Sr. Program/Project Managment Consultant; Regulatory/Compliance, Financial Services/Media; AGILEFALL Training
Industry Information Technology and Services
Experience
Technoware Systems Inc USA 1995 - Present
Wholesale Branch of Foreign Bank 2015 - 2015
American Express September 2013 - February 2014
Citi March 2012 - April 2013
Thomson Reuters 2010 - 2012
Cablevision 2009 - 2010
Inter-City Chemical Corporation 2008 - 2009
McGraw-Hill 2007 - 2008
CBS Corporation 2006 - 2007
JPMorgan Private Bank August 2004 - December 2005
Skills
PMO, PMI, Executive Management, Administration, Process Improvement, Program Management, Mentoring, Change Management, Strategic Planning, Vendor Management, PMP, Portfolio Management, Integration, Coaching, SDLC, Mergers, Analysis, Banking, Business Planning, Business Strategy, Planning, Process Engineering, Outsourcing, Re-engineering, Business Management, Business Analysis, Team Leadership, Governance, Product Management, Team Building, Management Consulting, IT Governance, Project Portfolio..., Project Planning, Software Project..., Vendor Relations, People Management, IT Strategy, Team Management, Cross-functional Team..., Management, ERP, Consulting, Project Management, MS Project, ITIL, Leadership, Enterprise Software
Education
City University of New York
BA, MA, and Post Grad Certification
City University of New York
Certification
The George Washington University
Certification
Technoware Systems Inc USA 1995 - Present
Wholesale Branch of Foreign Bank 2015 - 2015
American Express September 2013 - February 2014
Citi March 2012 - April 2013
Thomson Reuters 2010 - 2012
Cablevision 2009 - 2010
Inter-City Chemical Corporation 2008 - 2009
McGraw-Hill 2007 - 2008
CBS Corporation 2006 - 2007
JPMorgan Private Bank August 2004 - December 2005
Skills
PMO, PMI, Executive Management, Administration, Process Improvement, Program Management, Mentoring, Change Management, Strategic Planning, Vendor Management, PMP, Portfolio Management, Integration, Coaching, SDLC, Mergers, Analysis, Banking, Business Planning, Business Strategy, Planning, Process Engineering, Outsourcing, Re-engineering, Business Management, Business Analysis, Team Leadership, Governance, Product Management, Team Building, Management Consulting, IT Governance, Project Portfolio..., Project Planning, Software Project..., Vendor Relations, People Management, IT Strategy, Team Management, Cross-functional Team..., Management, ERP, Consulting, Project Management, MS Project, ITIL, Leadership, Enterprise Software
Education
City University of New York
BA, MA, and Post Grad Certification
City University of New York
Certification
The George Washington University
Certification
Laura Kane, CFA, CPA Laura Kane, CFA, CPA's JPMorgan Private Bank Experience February 2010 - March 2011
Job Director, Thematic & Sustainable Investing at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Barclays Wealth and Investment Management April 2013 - August 2015
JPMorgan Asset Management March 2011 - April 2013
JPMorgan Private Bank February 2010 - March 2011
JPMorgan Chase July 2007 - February 2010
Skills
Investments, Equity Research, Asset Management
Education
Cornell University 2003 — 2007
BS - Summa Cum Laude, Applied Economics and Management
UBS August 2015 - Present
Barclays Wealth and Investment Management April 2013 - August 2015
JPMorgan Asset Management March 2011 - April 2013
JPMorgan Private Bank February 2010 - March 2011
JPMorgan Chase July 2007 - February 2010
Skills
Investments, Equity Research, Asset Management
Education
Cornell University 2003 — 2007
BS - Summa Cum Laude, Applied Economics and Management
Michael A. Cabanas Michael A. Cabanas's JPMorgan Private Bank Experience January 2000 - August 2006
Job EVP/ Head of Wealth Management
Industry Financial Services
Experience
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Alexandra Gasson-Joseph Alexandra Gasson-Joseph's JPMorgan Private Bank Experience December 2010 - August 2012
Job Executive Director, Global Technology Communications at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Barclays Wealth and Investment Management August 2012 - July 2015
JPMorgan Private Bank December 2010 - August 2012
York Capital Management August 2007 - September 2010
Bear, Stearns & Co. Inc 2004 - 2007
The Wall Street Transcript/Gateway Investor Relations June 2003 - June 2004
European Intimates, Ltd. December 2002 - June 2004
Skills
Corporate Communications, Internal Communications, Employee Engagement, Values Alignment, Strategic Communications, Executive..., Crisis Communications, Senior Stakeholder..., Change Communications, Product Communication, Business Continuity, Communications Planning, Business Communications, Social Media, Marketing Communications, Strategy, Press Releases, Strategic Planning, Employee Surveys, Survey Design, Town Hall Meetings, Culture Change, Employee Recognition, Values, Brand Development..., Brand Management, Corporate Branding, Cross Functional Team..., Blogging, Marketing, Start-ups, Media Relations, Web Content
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Strategic Communications
NYU School of Continuing and Professional Studies 2009 — 2010
Certificate, Public Relations/Corporate Communications
Northeastern University 1998 — 2003
Bachelor of Science, Double Major: Management and Entrepreneurship & New Ventures
JPMorgan Chase & Co. August 2015 - Present
Barclays Wealth and Investment Management August 2012 - July 2015
JPMorgan Private Bank December 2010 - August 2012
York Capital Management August 2007 - September 2010
Bear, Stearns & Co. Inc 2004 - 2007
The Wall Street Transcript/Gateway Investor Relations June 2003 - June 2004
European Intimates, Ltd. December 2002 - June 2004
Skills
Corporate Communications, Internal Communications, Employee Engagement, Values Alignment, Strategic Communications, Executive..., Crisis Communications, Senior Stakeholder..., Change Communications, Product Communication, Business Continuity, Communications Planning, Business Communications, Social Media, Marketing Communications, Strategy, Press Releases, Strategic Planning, Employee Surveys, Survey Design, Town Hall Meetings, Culture Change, Employee Recognition, Values, Brand Development..., Brand Management, Corporate Branding, Cross Functional Team..., Blogging, Marketing, Start-ups, Media Relations, Web Content
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Strategic Communications
NYU School of Continuing and Professional Studies 2009 — 2010
Certificate, Public Relations/Corporate Communications
Northeastern University 1998 — 2003
Bachelor of Science, Double Major: Management and Entrepreneurship & New Ventures
Peter F. Gaertner, CFP®, CDFA™, MBA Peter F. Gaertner, CFP®, CDFA™, MBA's JPMorgan Private Bank Experience July 2009 - August 2013
Job Financial Advisor at Affinity Wealth Management, Inc.®
Industry Financial Services
Experience
Affinity Wealth Management, Inc. September 2013 - Present
Affinity Wealth Management, Inc. May 2013 - Present
JPMorgan Private Bank July 2009 - August 2013
JPMorgan Private Bank June 2008 - July 2009
Education
University of Delaware 2010 — 2011
Certificate, Financial Planning
Delaware State University 2007 — 2008
Master of Business Administration (MBA), Finance, General
Delaware State University 2004 — 2007
Bachelor of Science, Management; Finance
Affinity Wealth Management, Inc. September 2013 - Present
Affinity Wealth Management, Inc. May 2013 - Present
JPMorgan Private Bank July 2009 - August 2013
JPMorgan Private Bank June 2008 - July 2009
Education
University of Delaware 2010 — 2011
Certificate, Financial Planning
Delaware State University 2007 — 2008
Master of Business Administration (MBA), Finance, General
Delaware State University 2004 — 2007
Bachelor of Science, Management; Finance
Amelia Fortes Amelia Fortes's JPMorgan Private Bank Experience September 2007 - April 2008
Job CoDirector at Rich Grad
Industry Entertainment
Experience
Collegiate EmPowerment July 2012 - Present
Rich Grad July 2012 - Present
HoneyVest Real Estate April 2012 - Present
See Me Cherry V April 2012 - Present
HSI Communications May 2012 - September 2012
DanceOn April 2011 - February 2012
JP Morgan Chase October 2008 - April 2011
JPMorgan Private Bank September 2007 - April 2008
JPMorgan Chase May 2004 - September 2007
Skills
Asset Managment, Financial Modeling, Project Management, Valuation, Financial Analysis, Program Management, Data Analysis, Microsoft Excel, Risk Management, Event Planning, Fundraising, Social Media, PowerPoint, Non-profits, Research, Real Estate, Wholesale Real Estate, Lease Options, Foreclosures, Marketing, Social Media Marketing, Social Media Outreach, Social Media Education, Meetup, Facebook, Facebook Fan Page..., Facebook Marketing, Twitter, Entrepreneurship, Commercial Real Estate, Social Networking, Property, Recruiting, Investments, Staff Development
Education
New York University - Polytechnic School of Engineering 2001 — 2005
Bachelor of Science, Computer Engineering and Computer Science
Martin Van Buren High School 1997 — 2001
High School Diploma
Collegiate EmPowerment July 2012 - Present
Rich Grad July 2012 - Present
HoneyVest Real Estate April 2012 - Present
See Me Cherry V April 2012 - Present
HSI Communications May 2012 - September 2012
DanceOn April 2011 - February 2012
JP Morgan Chase October 2008 - April 2011
JPMorgan Private Bank September 2007 - April 2008
JPMorgan Chase May 2004 - September 2007
Skills
Asset Managment, Financial Modeling, Project Management, Valuation, Financial Analysis, Program Management, Data Analysis, Microsoft Excel, Risk Management, Event Planning, Fundraising, Social Media, PowerPoint, Non-profits, Research, Real Estate, Wholesale Real Estate, Lease Options, Foreclosures, Marketing, Social Media Marketing, Social Media Outreach, Social Media Education, Meetup, Facebook, Facebook Fan Page..., Facebook Marketing, Twitter, Entrepreneurship, Commercial Real Estate, Social Networking, Property, Recruiting, Investments, Staff Development
Education
New York University - Polytechnic School of Engineering 2001 — 2005
Bachelor of Science, Computer Engineering and Computer Science
Martin Van Buren High School 1997 — 2001
High School Diploma
Marco Tejada Marco Tejada's JPMorgan Private Bank Experience 1999 - 2006
Job Senior Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Popular Investments April 2012 - June 2013
SunTrust Bank September 2006 - April 2012
JPMorgan Chase May 1988 - May 2006
JPMorgan Private Bank 1999 - 2006
Skills
Wealth Management..., Wealth Management, Equities, Asset Managment, Banking, Investments, Investment Banking, Securities, Series 7, Series 63, Financial Analysis, Financial Modeling, Asset Allocation, Capital Markets, Portfolio Management, Credit
Education
McMaster University 1983 — 1987
Bachelor of Commerce (B.Com.), Business/Commerce, General
Wells Fargo January 2014 - Present
Popular Investments April 2012 - June 2013
SunTrust Bank September 2006 - April 2012
JPMorgan Chase May 1988 - May 2006
JPMorgan Private Bank 1999 - 2006
Skills
Wealth Management..., Wealth Management, Equities, Asset Managment, Banking, Investments, Investment Banking, Securities, Series 7, Series 63, Financial Analysis, Financial Modeling, Asset Allocation, Capital Markets, Portfolio Management, Credit
Education
McMaster University 1983 — 1987
Bachelor of Commerce (B.Com.), Business/Commerce, General
Lindsay Martin Lindsay Martin's JPMorgan Private Bank Experience February 2014 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Private Bank February 2014 - Present
Skills
Estate Planning, International Tax, Tax-planning, Tax Law, Tax, Litigation, Income Tax, Immigration Law, Finance, Corporate Finance, Corporate Law, Arbitration, Commercial Litigation
Education
Columbia Law School 1994 — 1997
J.D., Law
Columbia University in the City of New York 1985 — 1989
B.A., Philosophy
JPMorgan Private Bank February 2014 - Present
Skills
Estate Planning, International Tax, Tax-planning, Tax Law, Tax, Litigation, Income Tax, Immigration Law, Finance, Corporate Finance, Corporate Law, Arbitration, Commercial Litigation
Education
Columbia Law School 1994 — 1997
J.D., Law
Columbia University in the City of New York 1985 — 1989
B.A., Philosophy
Lee Hansen Lee Hansen's JPMorgan Private Bank Experience January 2014 - May 2015
Job Investment Assistant at J.P. Morgan
Industry Primary/Secondary Education
Experience
J.P. Morgan May 2015 - Present
JPMorgan Private Bank January 2014 - May 2015
JPMorgan Chase March 2013 - December 2013
Chase Investments August 2012 - December 2013
JPMorgan Chase August 2011 - March 2013
North Shore School District 112 January 2009 - June 2011
Skills
Financial Analysis, Asset Management, Private Banking, Sales, PowerPoint, Customer Service, Microsoft Excel, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Word, Banking, Retail Banking, Personal Banking, Installment Loans, Mortgage Lending, Finance
Education
NA
Northern Illinois University 2004 — 2008
BSED
Northeastern Illinois University 2009 — 2010
Endorsement, Mathematics
J.P. Morgan May 2015 - Present
JPMorgan Private Bank January 2014 - May 2015
JPMorgan Chase March 2013 - December 2013
Chase Investments August 2012 - December 2013
JPMorgan Chase August 2011 - March 2013
North Shore School District 112 January 2009 - June 2011
Skills
Financial Analysis, Asset Management, Private Banking, Sales, PowerPoint, Customer Service, Microsoft Excel, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Word, Banking, Retail Banking, Personal Banking, Installment Loans, Mortgage Lending, Finance
Education
NA
Northern Illinois University 2004 — 2008
BSED
Northeastern Illinois University 2009 — 2010
Endorsement, Mathematics
Michelle Engle's JPMorgan Private Bank Experience 2000 - 2003
Job Vice President of Product Management and Product Marketing at MaxPoint
Industry Computer Software
Experience
MaxPoint September 2012 - Present
iContact 2009 - 2012
ChannelAdvisor October 2003 - October 2009
JP Morgan July 1994 - April 2003
JPMorgan Private Bank 2000 - 2003
Skills
Product Management, E-commerce, Product Development, Cross-functional Team..., Product Strategy, Competitive Analysis, Market Research, Online Marketing, Email Marketing, Product Marketing, Software Development, Agile, Kanban, Agile Methodologies, Online Advertising
Education
New York University 1995 — 1997
MA, Economics
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics and International Relations
MaxPoint September 2012 - Present
iContact 2009 - 2012
ChannelAdvisor October 2003 - October 2009
JP Morgan July 1994 - April 2003
JPMorgan Private Bank 2000 - 2003
Skills
Product Management, E-commerce, Product Development, Cross-functional Team..., Product Strategy, Competitive Analysis, Market Research, Online Marketing, Email Marketing, Product Marketing, Software Development, Agile, Kanban, Agile Methodologies, Online Advertising
Education
New York University 1995 — 1997
MA, Economics
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics and International Relations
Lisa Merritt Lisa Merritt's JPMorgan Private Bank Experience January 1996 - Present
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JPMorgan Private Bank January 1996 - Present
Boys and Girls Club of Collier County 1987 - Present
Women's Initiative Network 2010 - 2013
Immokalee Foundation 1996 - 2011
JP Morgan 1996 - 2010
Conservancy of Southwest Florida 2007 - 2009
David Lawrence Foundation Board 2005 - 2009
David Lawrence Foundation 2002 - 2009
Greater Naples Leadership 2004 - 2005
Chase Manhattan Corporation July 1987 - May 1996
Skills
Public Relations, Wealth Management..., Wealth Management, Asset Managment, Investments, Risk Management, Asset Allocation, Estate Planning, Alternative Investments, Asset Management, Family Office, Financial Advisory, Leadership, Loans, Mortgage Lending, Public Speaking, Finance, High Net Worth..., Securities, Financial Services
Education
Nova Southeastern University 2000 — 2002
Certificate, Financial Planning
Arizona State University 1979 — 1982
BA, Public Relations Communication
JPMorgan Private Bank January 1996 - Present
Boys and Girls Club of Collier County 1987 - Present
Women's Initiative Network 2010 - 2013
Immokalee Foundation 1996 - 2011
JP Morgan 1996 - 2010
Conservancy of Southwest Florida 2007 - 2009
David Lawrence Foundation Board 2005 - 2009
David Lawrence Foundation 2002 - 2009
Greater Naples Leadership 2004 - 2005
Chase Manhattan Corporation July 1987 - May 1996
Skills
Public Relations, Wealth Management..., Wealth Management, Asset Managment, Investments, Risk Management, Asset Allocation, Estate Planning, Alternative Investments, Asset Management, Family Office, Financial Advisory, Leadership, Loans, Mortgage Lending, Public Speaking, Finance, High Net Worth..., Securities, Financial Services
Education
Nova Southeastern University 2000 — 2002
Certificate, Financial Planning
Arizona State University 1979 — 1982
BA, Public Relations Communication
Barbara Fisher Farmer, CFP® Barbara Fisher Farmer, CFP®'s JPMorgan Private Bank Experience May 2005 - July 2012
Job Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
Michael Tirri Michael Tirri's JPMorgan Private Bank Experience December 1993 - July 2005
Job Operations Manager at IST Management Services
Industry Facilities Services
Experience
IST Management Services April 2013 - Present
Borough of Haledon, NJ January 2004 - Present
Document Technologies February 2008 - March 2013
Passaic County Sheriff's Department September 2005 - February 2012
JPMorgan Private Bank December 1993 - July 2005
Skills
Management, Leadership, Project Management, Budgets, System Administration, Human Resources, Troubleshooting, Strategy, Vendor Management, Marketing, Contract Management, Time Management, Negotiation, Customer Service, Strategic Planning, Microsoft Office, Training, Team Building, Contract Negotiation, Operations Management, Customer Satisfaction, Team Leadership, Process Improvement, Outlook, Program Management, Employee Relations, Recruiting, Policy, Project Planning
Education
PC Age 1996 — 1997
Computer Networking
Berkeley College 1992 — 1993
A.A.S Business Administration/Office Systems Management, Office Systems
IST Management Services April 2013 - Present
Borough of Haledon, NJ January 2004 - Present
Document Technologies February 2008 - March 2013
Passaic County Sheriff's Department September 2005 - February 2012
JPMorgan Private Bank December 1993 - July 2005
Skills
Management, Leadership, Project Management, Budgets, System Administration, Human Resources, Troubleshooting, Strategy, Vendor Management, Marketing, Contract Management, Time Management, Negotiation, Customer Service, Strategic Planning, Microsoft Office, Training, Team Building, Contract Negotiation, Operations Management, Customer Satisfaction, Team Leadership, Process Improvement, Outlook, Program Management, Employee Relations, Recruiting, Policy, Project Planning
Education
PC Age 1996 — 1997
Computer Networking
Berkeley College 1992 — 1993
A.A.S Business Administration/Office Systems Management, Office Systems
Ilya Budnevich, CFA Ilya Budnevich, CFA's JPMorgan Private Bank Experience 2007 - 2008
Job Lead Product Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2015 - Present
E*TRADE Financial 2012 - 2015
FactSet 2008 - 2012
JPMorgan Private Bank 2007 - 2008
Skills
Investments, Product Management, Financial Markets, Market Data, Product Development, Electronic Trading, Cross-functional Team..., Investment Advisory, Investment Strategies, Team Building, Sales Presentations, Trading Systems, Direct Sales, Financial Technology, Talent Management, Business Analysis, Cross-cultural Training, Management, Talent Development, Investment Products, Mentoring, Agile Methodologies, Scrum
Education
Baruch College
Bachelor's Degree, Finance
E*TRADE Financial 2015 - Present
E*TRADE Financial 2012 - 2015
FactSet 2008 - 2012
JPMorgan Private Bank 2007 - 2008
Skills
Investments, Product Management, Financial Markets, Market Data, Product Development, Electronic Trading, Cross-functional Team..., Investment Advisory, Investment Strategies, Team Building, Sales Presentations, Trading Systems, Direct Sales, Financial Technology, Talent Management, Business Analysis, Cross-cultural Training, Management, Talent Development, Investment Products, Mentoring, Agile Methodologies, Scrum
Education
Baruch College
Bachelor's Degree, Finance
Mary Bernest Mary Bernest's JPMorgan Private Bank Experience July 2006 - October 2008
Job Investor Relations Manager at Masco Corporation
Industry Building Materials
Experience
Masco Corporation November 2013 - Present
Michigan Economic Development Corporation January 2013 - November 2013
Credit Suisse January 2010 - January 2013
Credit Suisse Customized Fund Investment Group October 2008 - January 2010
JPMorgan Private Bank July 2006 - October 2008
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Economics
St. Mary's College Rome Program 2003 — 2004
Masco Corporation November 2013 - Present
Michigan Economic Development Corporation January 2013 - November 2013
Credit Suisse January 2010 - January 2013
Credit Suisse Customized Fund Investment Group October 2008 - January 2010
JPMorgan Private Bank July 2006 - October 2008
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Economics
St. Mary's College Rome Program 2003 — 2004
Jennifer Farrer Jennifer Farrer's JPMorgan Private Bank Experience September 2000 - July 2004
Job Licensed Salesperson at Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
RBC Capital Markets July 2005 - March 2011
Bessemer Trust July 2004 - July 2005
JPMorgan Private Bank September 2000 - July 2004
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Georgetown University
RBC Capital Markets July 2005 - March 2011
Bessemer Trust July 2004 - July 2005
JPMorgan Private Bank September 2000 - July 2004
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Georgetown University
John Saalfield John Saalfield's JPMorgan Private Bank Experience 2010 - 2013
Job Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc 2013 - Present
JPMorgan Private Bank 2010 - 2013
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Southern Methodist University
Bachelor of Arts (B.A.)
UBS Financial Services, Inc 2013 - Present
JPMorgan Private Bank 2010 - 2013
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Southern Methodist University
Bachelor of Arts (B.A.)
Jaymon Ballew Jaymon Ballew's JPMorgan Private Bank Experience June 2011 - August 2011
Job J.D. Candidate at The University of Michigan Law School
Industry Law Practice
Experience
Proskauer Rose LLP June 2014 - August 2014
RLM Finsbury January 2013 - May 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP July 2012 - January 2013
JPMorgan Private Bank June 2011 - August 2011
Double Discovery Center September 2009 - May 2011
Macy's June 2010 - August 2010
Columbia Alumni Center October 2009 - May 2010
Federated Corporation June 2008 - August 2008
Skills
Derivatives, Mergers & Acquisitions
Education
University of Michigan Law School 2014 — 2017
Juris Doctor (J.D.)
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Princeton High School 2004 — 2008
7Hills School
Proskauer Rose LLP June 2014 - August 2014
RLM Finsbury January 2013 - May 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP July 2012 - January 2013
JPMorgan Private Bank June 2011 - August 2011
Double Discovery Center September 2009 - May 2011
Macy's June 2010 - August 2010
Columbia Alumni Center October 2009 - May 2010
Federated Corporation June 2008 - August 2008
Skills
Derivatives, Mergers & Acquisitions
Education
University of Michigan Law School 2014 — 2017
Juris Doctor (J.D.)
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Princeton High School 2004 — 2008
7Hills School
Goreleigh Willis Goreleigh Willis's JPMorgan Private Bank Experience September 2007 - July 2012
Job Investment Banking Associate at Lazard
Industry Investment Banking
Experience
Lazard May 2014 - Present
Cornell University July 2012 - May 2014
Lazard May 2013 - August 2013
The Fellowship Initiative July 2010 - July 2013
Management Leadership for Tomorrow March 2011 - July 2012
JPMorgan Private Bank September 2007 - July 2012
Cypress Hills Local Development Corporation April 2009 - June 2012
JPMorgan August 2003 - August 2007
Clinton Global Initiative 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Swarthmore College 1999 — 2003
BA
The Chinese University of Hong Kong 2001 — 2001
IASP
The Lawrenceville School 1995 — 1999
High School
Lazard May 2014 - Present
Cornell University July 2012 - May 2014
Lazard May 2013 - August 2013
The Fellowship Initiative July 2010 - July 2013
Management Leadership for Tomorrow March 2011 - July 2012
JPMorgan Private Bank September 2007 - July 2012
Cypress Hills Local Development Corporation April 2009 - June 2012
JPMorgan August 2003 - August 2007
Clinton Global Initiative 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Swarthmore College 1999 — 2003
BA
The Chinese University of Hong Kong 2001 — 2001
IASP
The Lawrenceville School 1995 — 1999
High School
Andrew McGrade Andrew McGrade's JPMorgan Private Bank Experience July 1996 - March 2005
Job Innovative Investment Management and Private Banking Leader
Industry Investment Management
Experience
Westport Arts Center March 2012 - Present
U.S. Trust September 2011 - January 2015
JPMorgan Private Bank - Discretionary Portfolio Solutions Group December 2008 - March 2011
JPMorgan Private Bank - IMS Centralized Portfolio Management Group April 2005 - December 2008
JPMorgan Private Bank July 1996 - March 2005
Bessemer Trust April 1990 - July 1996
Chemical Bank January 1989 - March 1990
Windsor Partners LP June 1986 - December 1988
Chemical Bank June 1982 - June 1986
Education
Hamilton College 1978 — 1982
BA
Groton School 1973 — 1977
Westport Arts Center March 2012 - Present
U.S. Trust September 2011 - January 2015
JPMorgan Private Bank - Discretionary Portfolio Solutions Group December 2008 - March 2011
JPMorgan Private Bank - IMS Centralized Portfolio Management Group April 2005 - December 2008
JPMorgan Private Bank July 1996 - March 2005
Bessemer Trust April 1990 - July 1996
Chemical Bank January 1989 - March 1990
Windsor Partners LP June 1986 - December 1988
Chemical Bank June 1982 - June 1986
Education
Hamilton College 1978 — 1982
BA
Groton School 1973 — 1977
Enrique Bonfils-Roberts Enrique Bonfils-Roberts's JPMorgan Private Bank Experience 2002 - 2004
Job Senior Investment Writer at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Brad Weingart Brad Weingart's JPMorgan Private Bank Experience January 2009 - July 2014
Job Regional Executive/Senior Vice President at Citizens Private Bank
Industry Investment Management
Experience
Citizens Private Bank September 2014 - Present
JPMorgan Private Bank January 2009 - July 2014
Skills
Wealth Management, Investments, Banking, Managerial Finance, Finance, Equities, Portfolio Management, Series 7, Management, Asset Management, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Valuation, Executive Management
Education
Drexel University 1997 — 2000
MBA, Finance
University of Maryland College Park 1983 — 1987
BS, Finance
Citizens Private Bank September 2014 - Present
JPMorgan Private Bank January 2009 - July 2014
Skills
Wealth Management, Investments, Banking, Managerial Finance, Finance, Equities, Portfolio Management, Series 7, Management, Asset Management, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Valuation, Executive Management
Education
Drexel University 1997 — 2000
MBA, Finance
University of Maryland College Park 1983 — 1987
BS, Finance
Diti Sangoi Diti Sangoi's JPMorgan Private Bank Experience 2005 - 2007
Job Client Relationship Manager
Industry Financial Services
Experience
Mind Gym January 2014 - February 2015
Fitch Learning October 2010 - December 2013
BlackRock December 2009 - October 2010
Oliver Wyman September 2007 - October 2009
JPMorgan Private Bank 2005 - 2007
JP Morgan Chase 2005 - 2007
Skills
Financial Modeling, Strategy, Financial Analysis, Capital Markets, Analytics, Investments, Bloomberg, Management Consulting, Sales, Business Development, Relationship Management, Asset Managment
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
Mind Gym January 2014 - February 2015
Fitch Learning October 2010 - December 2013
BlackRock December 2009 - October 2010
Oliver Wyman September 2007 - October 2009
JPMorgan Private Bank 2005 - 2007
JP Morgan Chase 2005 - 2007
Skills
Financial Modeling, Strategy, Financial Analysis, Capital Markets, Analytics, Investments, Bloomberg, Management Consulting, Sales, Business Development, Relationship Management, Asset Managment
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
Camillo D'Orazio Camillo D'Orazio's JPMorgan Private Bank Experience April 2001 - June 2007
Job Vice President, ExUS Institutional Client Service Officer at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Justin Holeski Justin Holeski's JPMorgan Private Bank Experience July 2010 - Present
Job Investment Analyst at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank July 2010 - Present
Newport Investment Advisors, Inc. June 2009 - September 2009
Skills
Series 7, Bloomberg, Equities, Asset Allocation, Investments, Financial Analysis, Equity Research, Hedge Funds
Education
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Private Bank July 2010 - Present
Newport Investment Advisors, Inc. June 2009 - September 2009
Skills
Series 7, Bloomberg, Equities, Asset Allocation, Investments, Financial Analysis, Equity Research, Hedge Funds
Education
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Barbara Iyayi's JPMorgan Private Bank Experience August 2003 - May 2006
Job Vice President, Investment Banking at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan May 2010 - Present
Centerboard Group August 2009 - May 2010
UBS Investment Bank August 2008 - May 2009
JPMorgan Private Bank August 2003 - May 2006
Skills
Private Equity, Investment Banking, Financial Analysis, Equities, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Financial Services, Valuation, Capital Markets, Due Diligence, Corporate Development, Financial Modeling, Emerging Markets, Leveraged Finance, Strategy
Education
Harvard Business School 2006 — 2008
MBA
Columbia Engineering 1999 — 2003
BS, Electrical Engineering and Computer Science
J.P. Morgan May 2010 - Present
Centerboard Group August 2009 - May 2010
UBS Investment Bank August 2008 - May 2009
JPMorgan Private Bank August 2003 - May 2006
Skills
Private Equity, Investment Banking, Financial Analysis, Equities, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Financial Services, Valuation, Capital Markets, Due Diligence, Corporate Development, Financial Modeling, Emerging Markets, Leveraged Finance, Strategy
Education
Harvard Business School 2006 — 2008
MBA
Columbia Engineering 1999 — 2003
BS, Electrical Engineering and Computer Science
Leland McKeithan Leland McKeithan's JPMorgan Private Bank Experience 2004 - 2006
Job Program Director Performing Arts Exchange at South Arts
Industry Performing Arts
Experience
South Arts July 2011 - Present
McKeithan Consulting January 2007 - July 2011
Southern Partners Fund 2008 - 2009
JPMorgan Private Bank 2004 - 2006
Skills
Project Management, Event Management, Event Planning, Trade Shows, Grants, Nonprofits, Non-profits, Philanthropy, Public Speaking, Fundraising, Community Outreach, Leadership, Non-profit..., Program Management, Volunteer Management, Public Relations, Capacity Building, Management, Arts Administration, Workshop Facilitation, Copywriting, Staff Development, Community Organizing, Program Development, CRM, Time Management, Budgets, Strategic Communications, Training, Social Media, Performing Arts, Coordination, Databases, Salesforce.com, Press Releases, Social Entrepreneurship, Media Relations, Program Evaluation, Networking, Social Media Marketing, Community Development, Strategic Planning, Research, Newsletters, Board Development, Marketing Communications
Education
Sarah Lawrence College 1997 — 2000
Bachelor of Arts, Political Science
Boston University
Professional Acting Training, School of Fine Arts
South Arts July 2011 - Present
McKeithan Consulting January 2007 - July 2011
Southern Partners Fund 2008 - 2009
JPMorgan Private Bank 2004 - 2006
Skills
Project Management, Event Management, Event Planning, Trade Shows, Grants, Nonprofits, Non-profits, Philanthropy, Public Speaking, Fundraising, Community Outreach, Leadership, Non-profit..., Program Management, Volunteer Management, Public Relations, Capacity Building, Management, Arts Administration, Workshop Facilitation, Copywriting, Staff Development, Community Organizing, Program Development, CRM, Time Management, Budgets, Strategic Communications, Training, Social Media, Performing Arts, Coordination, Databases, Salesforce.com, Press Releases, Social Entrepreneurship, Media Relations, Program Evaluation, Networking, Social Media Marketing, Community Development, Strategic Planning, Research, Newsletters, Board Development, Marketing Communications
Education
Sarah Lawrence College 1997 — 2000
Bachelor of Arts, Political Science
Boston University
Professional Acting Training, School of Fine Arts
Cardiff de Alejo Garcia's JPMorgan Private Bank Experience July 2002 - July 2005
Job
Industry Writing and Editing
Experience
Financial News January 2008 - June 2010
N/A July 2006 - December 2007
JPMorgan Private Bank July 2002 - July 2005
Education
Columbia University - Graduate School of Journalism 2005 — 2006
Master of Science
Georgetown University 1998 — 2002
Bachelor of Science in Business Administration
Financial News January 2008 - June 2010
N/A July 2006 - December 2007
JPMorgan Private Bank July 2002 - July 2005
Education
Columbia University - Graduate School of Journalism 2005 — 2006
Master of Science
Georgetown University 1998 — 2002
Bachelor of Science in Business Administration
Victoria Satlov Victoria Satlov's JPMorgan Private Bank Experience July 1998 - December 2000
Job Project Manager / Business/ Data Analyst
Industry Financial Services
Experience
Bank Leumi July 2013 - Present
EmblemHealth March 2013 - July 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - September 2012
Citi Group November 2011 - January 2012
Credit Suisse Private Bank April 2010 - August 2011
JPMorgan Chase Private Bank April 2005 - May 2009
JPMorgan Chase Private Bank January 2004 - March 2005
JPmorgan Chase Private Bank January 2001 - December 2003
JPMorgan Private Bank July 1998 - December 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Requirements Gathering, Analysis, Governance, Business Analysis, Enterprise Architecture, Testing, ETL, Data Modeling, Project Management, Vendor Management, IT Strategy, PMO, Integration, Software Documentation, Data Analysis, Private Banking, Core Banking, Management, Risk Management
Education
New York University
BS, Information Systems
Bank Leumi July 2013 - Present
EmblemHealth March 2013 - July 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - September 2012
Citi Group November 2011 - January 2012
Credit Suisse Private Bank April 2010 - August 2011
JPMorgan Chase Private Bank April 2005 - May 2009
JPMorgan Chase Private Bank January 2004 - March 2005
JPmorgan Chase Private Bank January 2001 - December 2003
JPMorgan Private Bank July 1998 - December 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Requirements Gathering, Analysis, Governance, Business Analysis, Enterprise Architecture, Testing, ETL, Data Modeling, Project Management, Vendor Management, IT Strategy, PMO, Integration, Software Documentation, Data Analysis, Private Banking, Core Banking, Management, Risk Management
Education
New York University
BS, Information Systems
Andy Beasley's JPMorgan Private Bank Experience March 2000 - June 2007
Job Senior Advisor at The Milestone Group
Industry Investment Management
Experience
The Milestone Group June 2007 - Present
JPMorgan Private Bank March 2000 - June 2007
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance
Purdue University 1986 — 1991
BS, Mechanical Engineering
The Milestone Group June 2007 - Present
JPMorgan Private Bank March 2000 - June 2007
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance
Purdue University 1986 — 1991
BS, Mechanical Engineering
Anita Sarafa Anita Sarafa's JPMorgan Private Bank Experience July 2000 - Present
Job Managing Director at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank July 2000 - Present
Winston & Strawn LLP September 1989 - June 2000
Skills
Estate Planning, Wealth Management, Trusts, High Net Worth..., Wealth, Tax, Estate Law, Philanthropy, Loans
Education
Boston University School of Law 1986 — 1989
J.D., Law
University of Michigan 1981 — 1985
B.A., Political Science
JPMorgan Private Bank July 2000 - Present
Winston & Strawn LLP September 1989 - June 2000
Skills
Estate Planning, Wealth Management, Trusts, High Net Worth..., Wealth, Tax, Estate Law, Philanthropy, Loans
Education
Boston University School of Law 1986 — 1989
J.D., Law
University of Michigan 1981 — 1985
B.A., Political Science
Beatriz Henriquez-Tong Beatriz Henriquez-Tong's JPMorgan Private Bank Experience March 2009 - November 2012
Job AVP AML Compliance Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Private Bank March 2009 - November 2012
Citi February 2004 - March 2009
Skills
Series 7, Series 63, CAMS, Private Banking, Asset Management, AML, Banking, Financial Services, Training, Wealth Management, Customer Service, Windows, Anti Money Laundering, Research, Microsoft Word, Microsoft Office
Education
Louisiana State University 2001 — 2003
Bachelor of Arts (B.A.), Spanish and French Studies (Language and Literature)
Université Sorbonne Nouvelle (Paris III) 2002 — 2002
Exchange Program (French and Spanish Studies)
Stony Brook University 1999 — 2000
Spanish and French Studies
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Private Bank March 2009 - November 2012
Citi February 2004 - March 2009
Skills
Series 7, Series 63, CAMS, Private Banking, Asset Management, AML, Banking, Financial Services, Training, Wealth Management, Customer Service, Windows, Anti Money Laundering, Research, Microsoft Word, Microsoft Office
Education
Louisiana State University 2001 — 2003
Bachelor of Arts (B.A.), Spanish and French Studies (Language and Literature)
Université Sorbonne Nouvelle (Paris III) 2002 — 2002
Exchange Program (French and Spanish Studies)
Stony Brook University 1999 — 2000
Spanish and French Studies
Denver Hagan Denver Hagan's JPMorgan Private Bank Experience June 2001 - April 2005
Job Private Wealth Advisor at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2005 - Present
JPMorgan Private Bank June 2001 - April 2005
Johnson Controls July 1997 - August 2000
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance & Accounting
Michigan State University 1992 — 1997
B.S., Mechanical Engineering
Goldman Sachs April 2005 - Present
JPMorgan Private Bank June 2001 - April 2005
Johnson Controls July 1997 - August 2000
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance & Accounting
Michigan State University 1992 — 1997
B.S., Mechanical Engineering
Carolyn J. Finer, CFA Carolyn J. Finer, CFA's JPMorgan Private Bank Experience September 1990 - September 2006
Job Private Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale April 2015 - Present
UBS Private Wealth Management January 2012 - March 2015
US Trust, Bank of America September 2006 - January 2012
JPMorgan Private Bank September 1990 - September 2006
Skills
Comprehensive Wealth..., Portfolio Management, Comprehensive Planning, Chartered Financial..., Wealth Management, Strategic Financial..., Investment Management, Estate Planning, Wealth, High Net Worth..., Banking, Credit, Trusts, Strategy, Asset Allocation, Alternative Investments, Series 7, Equities, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management...
Education
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), Double Major in Finance & International Management
Fordham University 1993 — 1996
Master of Business Administration (M.B.A.), Finance, General
City National Rochdale April 2015 - Present
UBS Private Wealth Management January 2012 - March 2015
US Trust, Bank of America September 2006 - January 2012
JPMorgan Private Bank September 1990 - September 2006
Skills
Comprehensive Wealth..., Portfolio Management, Comprehensive Planning, Chartered Financial..., Wealth Management, Strategic Financial..., Investment Management, Estate Planning, Wealth, High Net Worth..., Banking, Credit, Trusts, Strategy, Asset Allocation, Alternative Investments, Series 7, Equities, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management...
Education
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), Double Major in Finance & International Management
Fordham University 1993 — 1996
Master of Business Administration (M.B.A.), Finance, General
Steven Lerangis Steven Lerangis's JPMorgan Private Bank Experience 1988 - 2001
Job Morgan Stanley Private Bank
Industry Banking
Experience
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
J.T. Vandegriff, CFA, CAIA J.T. Vandegriff, CFA, CAIA's JPMorgan Private Bank Experience March 2009 - January 2010
Job Sr. Portfolio Manager at Bank of Arizona
Industry Financial Services
Experience
Bank of Arizona July 2014 - Present
CTC myCFO February 2010 - July 2014
JPMorgan Private Bank March 2009 - January 2010
JPMorgan Private Bank July 2007 - March 2009
First Financial Equity June 2006 - September 2006
InnoPoint - University of Pécs in Hungary March 2005 - June 2005
Skills
Equities, Capital Markets, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Wealth Management, Strategic Financial..., Hedge Funds, Investment Management, Investment Advisory, Investment Strategies, Retirement Planning, Bonds, Strategy, Finance, Private Equity, Strategic Leadership
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Finance
Ohio University 2001 — 2005
BBA, International Business and Business Economics
Zanesville High School 1997 — 2001
Bank of Arizona July 2014 - Present
CTC myCFO February 2010 - July 2014
JPMorgan Private Bank March 2009 - January 2010
JPMorgan Private Bank July 2007 - March 2009
First Financial Equity June 2006 - September 2006
InnoPoint - University of Pécs in Hungary March 2005 - June 2005
Skills
Equities, Capital Markets, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Wealth Management, Strategic Financial..., Hedge Funds, Investment Management, Investment Advisory, Investment Strategies, Retirement Planning, Bonds, Strategy, Finance, Private Equity, Strategic Leadership
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Finance
Ohio University 2001 — 2005
BBA, International Business and Business Economics
Zanesville High School 1997 — 2001
Edward Otto Zielke's JPMorgan Private Bank Experience July 1999 - April 2006
Job Boutique Resort Manager. Business Marketing Design. Social Media Expert.
Industry Hospitality
Experience
North Beach Village August 2014 - Present
Grand Palm Plaza July 2012 - Present
Veritas Media Ventures November 2011 - May 2012
ManpowerGroup July 2010 - June 2011
Morgan Stanley Investment Management April 2006 - February 2010
JPMorgan Private Bank July 1999 - April 2006
Suncoast Motion Picture Company April 1994 - October 1998
Education
Noble Desktop 2002 — 2003
Certification
New Jersey City University 1988 — 1993
B.A.
Livingston High School 1984 — 1988
General Studies
North Beach Village August 2014 - Present
Grand Palm Plaza July 2012 - Present
Veritas Media Ventures November 2011 - May 2012
ManpowerGroup July 2010 - June 2011
Morgan Stanley Investment Management April 2006 - February 2010
JPMorgan Private Bank July 1999 - April 2006
Suncoast Motion Picture Company April 1994 - October 1998
Education
Noble Desktop 2002 — 2003
Certification
New Jersey City University 1988 — 1993
B.A.
Livingston High School 1984 — 1988
General Studies
Diana Kriz Diana Kriz's JPMorgan Private Bank Experience April 1999 - December 2006
Job Senior Marketing Writer
Industry Financial Services
Experience
PIMCO January 2015 - Present
Jennison Associates May 2011 - August 2014
UBS Wealth Management October 2009 - May 2011
DK NYC Consulting June 2009 - October 2009
Goldman Sachs Private Wealth Management January 2007 - May 2009
JPMorgan Private Bank April 1999 - December 2006
PaineWebber 1993 - 1997
Institutional Investor 1986 - 1987
Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities
Education
The University of Texas at Arlington
BA, Economics
Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics
Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications
PIMCO January 2015 - Present
Jennison Associates May 2011 - August 2014
UBS Wealth Management October 2009 - May 2011
DK NYC Consulting June 2009 - October 2009
Goldman Sachs Private Wealth Management January 2007 - May 2009
JPMorgan Private Bank April 1999 - December 2006
PaineWebber 1993 - 1997
Institutional Investor 1986 - 1987
Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities
Education
The University of Texas at Arlington
BA, Economics
Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics
Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications
Amanda Maurer Amanda Maurer's JPMorgan Private Bank Experience August 2004 - October 2006
Job Marketing Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2012 - Present
JPMorgan Asset Management January 2010 - February 2012
JPMorgan Asset Management October 2006 - January 2010
JPMorgan Private Bank August 2004 - October 2006
Education
Ohio University 2000 — 2004
Bachelor of Business Administration, Marketing, Magna Cum Laude, Minor in Communication Studies
JPMorgan Chase March 2012 - Present
JPMorgan Asset Management January 2010 - February 2012
JPMorgan Asset Management October 2006 - January 2010
JPMorgan Private Bank August 2004 - October 2006
Education
Ohio University 2000 — 2004
Bachelor of Business Administration, Marketing, Magna Cum Laude, Minor in Communication Studies
Becky Carron Becky Carron's JPMorgan Private Bank Experience September 2012 - Present
Job Fixed Income Associate at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank September 2012 - Present
JPMorgan Private Bank July 2010 - September 2012
Skills
Portfolio Management, Fixed Income, Analysis, Finance, Strategy, Asset Management, Leadership, Microsoft Office
Education
Cornell University 2006 — 2010
Bachelor's Degree, Applied Economics and Management, 3.9 GPA
Ramaz
Ramaz
JPMorgan Private Bank September 2012 - Present
JPMorgan Private Bank July 2010 - September 2012
Skills
Portfolio Management, Fixed Income, Analysis, Finance, Strategy, Asset Management, Leadership, Microsoft Office
Education
Cornell University 2006 — 2010
Bachelor's Degree, Applied Economics and Management, 3.9 GPA
Ramaz
Ramaz
Lindsay Bourkoff's JPMorgan Private Bank Experience June 2003 - September 2004
Job Financial Advisor at Shrier Wealth Management LLC
Industry Investment Management
Experience
Shrier Wealth Management LLC September 2006 - Present
Councilmember Jack Weiss, City of Los Angeles October 2004 - August 2006
JPMorgan Private Bank June 2003 - September 2004
Skills
Asset Allocation, Investments, Series 7, Investment Management, Wealth Management, Retirement Planning, Portfolio Management, Equities, 401k, FINRA, Mutual Funds, Fixed Income, Asset Management, Strategic Financial..., Financial Goals, Asset Managment
Education
Columbia University in the City of New York 1999 — 2003
Shrier Wealth Management LLC September 2006 - Present
Councilmember Jack Weiss, City of Los Angeles October 2004 - August 2006
JPMorgan Private Bank June 2003 - September 2004
Skills
Asset Allocation, Investments, Series 7, Investment Management, Wealth Management, Retirement Planning, Portfolio Management, Equities, 401k, FINRA, Mutual Funds, Fixed Income, Asset Management, Strategic Financial..., Financial Goals, Asset Managment
Education
Columbia University in the City of New York 1999 — 2003
Roger Mason Roger Mason's JPMorgan Private Bank Experience March 1999 - Present
Job Vice President at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank March 1999 - Present
Cecil County Department of Emergency Services March 2014 - Present
North East Fire Company June 2004 - Present
Skills
Equities, Hedge Funds, Series 7, Investments, Alternative Investments, Banking
Education
Goldey-Beacom College
JPMorgan Private Bank March 1999 - Present
Cecil County Department of Emergency Services March 2014 - Present
North East Fire Company June 2004 - Present
Skills
Equities, Hedge Funds, Series 7, Investments, Alternative Investments, Banking
Education
Goldey-Beacom College
Victoria F. Bolton Victoria F. Bolton's JPMorgan Private Bank Experience January 2014 - Present
Job Executive Director, Wealth Advisor at JPMorgan Private Bank; Estate Planning Attorney
Industry Legal Services
Experience
JPMorgan Private Bank January 2014 - Present
Akin Gump Strauss Hauer & Feld LLP February 2008 - January 2014
Milbank, Tweed, Hadley & McCloy LLP October 2003 - February 2008
Skills
Estate Tax Planning, Estate Administration, Charitable Gift Planning, Trusts, Charitable Trusts, Estate Law, Financial Planners, Estate Planning
Education
The George Washington University Law School 2000 — 2003
Doctor of Law (JD)
Duke University 1996 — 2000
BA, English Language and Literature, General
JPMorgan Private Bank January 2014 - Present
Akin Gump Strauss Hauer & Feld LLP February 2008 - January 2014
Milbank, Tweed, Hadley & McCloy LLP October 2003 - February 2008
Skills
Estate Tax Planning, Estate Administration, Charitable Gift Planning, Trusts, Charitable Trusts, Estate Law, Financial Planners, Estate Planning
Education
The George Washington University Law School 2000 — 2003
Doctor of Law (JD)
Duke University 1996 — 2000
BA, English Language and Literature, General
Amanda (Vanasco) Khalil Amanda (Vanasco) Khalil's JPMorgan Private Bank Experience 2004 - August 2008
Job Founder of www.portwashingtonmama.com and licensed real estate agent
Industry Events Services
Experience
Port Washington Mama (website) June 2012 - Present
Accents on Real Estate February 2013 - Present
Parent Resource Center January 2013 - Present
KLS Professional Advisors, LLC April 2010 - February 2012
The Gallup Organization 2008 - April 2010
JPMorgan Private Bank 2004 - August 2008
Skills
Financial Services, Management Consulting, Employee Engagement, Facebook, CRM
Education
Loyola College in Maryland
Bachelor of Arts
The American University of Paris
Loyola College, Cagli, Italy
Communications Study, Summer Abroad
Port Washington Mama (website) June 2012 - Present
Accents on Real Estate February 2013 - Present
Parent Resource Center January 2013 - Present
KLS Professional Advisors, LLC April 2010 - February 2012
The Gallup Organization 2008 - April 2010
JPMorgan Private Bank 2004 - August 2008
Skills
Financial Services, Management Consulting, Employee Engagement, Facebook, CRM
Education
Loyola College in Maryland
Bachelor of Arts
The American University of Paris
Loyola College, Cagli, Italy
Communications Study, Summer Abroad
Stephanie Fennessey Stephanie Fennessey's JPMorgan Private Bank Experience February 2009 - Present
Job Global Investment Specialist, JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank February 2009 - Present
JPMorgan Asset Management April 2004 - February 2009
JPMorgan Asset Management September 2001 - April 2004
JPMorgan (previously Fleming Asset Management) May 2000 - September 2001
American Management Systems August 1999 - May 2000
Education
James Madison University - College of Business 1995 — 1999
Finance
JPMorgan Private Bank February 2009 - Present
JPMorgan Asset Management April 2004 - February 2009
JPMorgan Asset Management September 2001 - April 2004
JPMorgan (previously Fleming Asset Management) May 2000 - September 2001
American Management Systems August 1999 - May 2000
Education
James Madison University - College of Business 1995 — 1999
Finance
Bob Phelps Bob Phelps's JPMorgan Private Bank Experience July 1991 - Present
Job Managing Director at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank July 1991 - Present
Skills
Investments, Estate Planning, Wealth Management, Trusts, High Net Worth..., Asset Managment, Trust Services, Family Office, Wealth, Asset Allocation, Asset Management, Investment Management, Investment Advisory, Financial Planners, Securities, Investment Strategies, Financial Planning
Education
New York University School of Law
Master of Laws (LLM), Taxation
University of Michigan Law School
JD
Trinity College-Hartford
Bachelor of Arts (B.A.)
JPMorgan Private Bank July 1991 - Present
Skills
Investments, Estate Planning, Wealth Management, Trusts, High Net Worth..., Asset Managment, Trust Services, Family Office, Wealth, Asset Allocation, Asset Management, Investment Management, Investment Advisory, Financial Planners, Securities, Investment Strategies, Financial Planning
Education
New York University School of Law
Master of Laws (LLM), Taxation
University of Michigan Law School
JD
Trinity College-Hartford
Bachelor of Arts (B.A.)
Gloria Fieldcamp Gloria Fieldcamp's JPMorgan Private Bank Experience September 1986 - June 2008
Job Managing Director at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust International May 2012 - Present
Merrill Lynch Private Banking and Investment Group September 2010 - February 2012
JPMorgan Private Bank September 1986 - June 2008
Skills
Wealth Management, Asset Managment, Portfolio Management, Private Banking, Investment Advisory, Banking, Equities, Fixed Income, Alternative Investments, Asset Allocation, Trust and Estate..., Series 7, Relationship Management, Credit and Lending, Family Office, Family Governance, Team Leadership, Foreign Languages, Asset Management, Credit, Hedge Funds, Investment Management, Loans, Strategic Financial..., Trust, Wealth Management...
Education
New York University
B.A.
Fiduciary Trust International May 2012 - Present
Merrill Lynch Private Banking and Investment Group September 2010 - February 2012
JPMorgan Private Bank September 1986 - June 2008
Skills
Wealth Management, Asset Managment, Portfolio Management, Private Banking, Investment Advisory, Banking, Equities, Fixed Income, Alternative Investments, Asset Allocation, Trust and Estate..., Series 7, Relationship Management, Credit and Lending, Family Office, Family Governance, Team Leadership, Foreign Languages, Asset Management, Credit, Hedge Funds, Investment Management, Loans, Strategic Financial..., Trust, Wealth Management...
Education
New York University
B.A.
Brian Kelly, CFA's JPMorgan Private Bank Experience 2007 - April 2010
Job Merrill Lynch Private Banking and Investment Group
Industry Banking
Experience
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
Howard Nizewitz Howard Nizewitz's JPMorgan Private Bank Experience 1997 - 2006
Job Director, Compensation Americas at Barclays Capital
Industry Financial Services
Experience
Barclays March 2008 - Present
Wall St Comp 1980 - 2011
Citigroup Private Bank May 2006 - March 2008
JPMorgan Private Bank 1997 - 2006
JPMorganChase 1997 - 2006
Instinet 1994 - 1997
Skills
Compensation, Incentive Programs, Job Evaluation, Salary, HR Consulting, HR Strategy, HR Policies, Performance Management, Compensation Planning, Deferred Compensation, Employee Relations, Succession Planning, Talent Management, Personnel Management, Organizational Design, Employee Benefits, Human Resources, HRIS, Employee Engagement, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
MBA, Management
Columbia University in the City of New York 1978 — 1979
MA, Counseling Psychology
State University of New York at Binghamton 1974 — 1978
BA, Psychology
Barclays March 2008 - Present
Wall St Comp 1980 - 2011
Citigroup Private Bank May 2006 - March 2008
JPMorgan Private Bank 1997 - 2006
JPMorganChase 1997 - 2006
Instinet 1994 - 1997
Skills
Compensation, Incentive Programs, Job Evaluation, Salary, HR Consulting, HR Strategy, HR Policies, Performance Management, Compensation Planning, Deferred Compensation, Employee Relations, Succession Planning, Talent Management, Personnel Management, Organizational Design, Employee Benefits, Human Resources, HRIS, Employee Engagement, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
MBA, Management
Columbia University in the City of New York 1978 — 1979
MA, Counseling Psychology
State University of New York at Binghamton 1974 — 1978
BA, Psychology
Scott Carmack's JPMorgan Private Bank Experience July 2001 - August 2003
Job President and Portfolio Manager at Leader Capital Corp
Industry Financial Services
Experience
Leader Capital Corp February 2015 - Present
Leader Capital Corp February 2011 - Present
Chimera Securities August 2003 - January 2011
JPMorgan Private Bank July 2001 - August 2003
Skills
Equities, Bonds, Mutual Funds, Proprietary Trading, Fixed Income, Investments, Asset Management, Portfolio Management, Series 7, Hedge Funds, Alternative Investments, Trading, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Private Equity, Bloomberg, Investment Banking, Commodity
Education
Harvard University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Richard Montgomery High School 1994 — 1997
Leader Capital Corp February 2015 - Present
Leader Capital Corp February 2011 - Present
Chimera Securities August 2003 - January 2011
JPMorgan Private Bank July 2001 - August 2003
Skills
Equities, Bonds, Mutual Funds, Proprietary Trading, Fixed Income, Investments, Asset Management, Portfolio Management, Series 7, Hedge Funds, Alternative Investments, Trading, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Private Equity, Bloomberg, Investment Banking, Commodity
Education
Harvard University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Richard Montgomery High School 1994 — 1997
Marguerite Moisio Marguerite Moisio's JPMorgan Private Bank Experience August 2007 - October 2013
Job Private Banker at Whitney Bank: Facilitating individual clients’ wealth management goals
Industry Financial Services
Experience
Whitney Bank November 2013 - Present
JPMorgan Private Bank August 2007 - October 2013
Vertex Chemical Corporation 1999 - 2010
Merrill Lynch June 2006 - August 2006
M.D. Sass September 2002 - July 2005
Alliance Bernstein June 2000 - September 2002
Skills
Private Banking, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Capital Markets, Alternative Investments, Private Equity, Portfolio Management, Series 7, Investment Management, Mutual Funds, Emerging Markets, Competitive Analysis, Financial Advisory, Financial Services, Asset Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Marketing
Middlebury College 1996 — 2000
BA, History
John Burroughs High School 1989 — 1995
Whitney Bank November 2013 - Present
JPMorgan Private Bank August 2007 - October 2013
Vertex Chemical Corporation 1999 - 2010
Merrill Lynch June 2006 - August 2006
M.D. Sass September 2002 - July 2005
Alliance Bernstein June 2000 - September 2002
Skills
Private Banking, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Capital Markets, Alternative Investments, Private Equity, Portfolio Management, Series 7, Investment Management, Mutual Funds, Emerging Markets, Competitive Analysis, Financial Advisory, Financial Services, Asset Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Marketing
Middlebury College 1996 — 2000
BA, History
John Burroughs High School 1989 — 1995
Alison Whou Alison Whou's JPMorgan Private Bank Experience January 2003 - January 2005
Job Counter Sales Representative at Hertz at the Buffalo/Niagara International Airport
Industry Financial Services
Experience
Hertz at the Buffalo/Niagara International Airport April 2015 - Present
Boost Business Funding January 2015 - February 2015
Confidential Law Firm June 2014 - January 2015
Gordon, Herlands, Randolph & Cox LLP November 2011 - June 2014
Sutton Magidoff LLP April 2011 - June 2014
Robert Half International / Accountemps August 2010 - February 2013
The A Team Executive Management March 2011 - August 2011
Showroom Seven International / Erickson Beamon October 2009 - January 2010
Jaffe & Partners June 2005 - October 2009
JPMorgan Private Bank January 2003 - January 2005
Skills
QuickBooks, Accounts Receivable, B2C Collections, Accounts Payable, General Ledger, Bookkeeping, Invoicing, Microsoft Excel, Account Reconciliation, Auditing, Financial Statements, Accounting, Bank Reconciliation, Microsoft Word, Outlook, Microsoft Office, Office Management, Data Entry, ADP Payroll, Finance, Budgets, Foreign Currency, Paychex, Credit Risk, Investigative Research, B2B, Recruiting, QuickBooks Pro, QuickBooks Pro for MAC, Collections, Telephone Collections, Demand Letters, Payroll, Paychex Payroll, Global Exchange Foreign..., Western Union Foreign..., B2B Collections, Marketing Materials, Editing
Education
Excelsior College (formerly Regents College) 1992 — 1994
BA in Liberal Arts
Centenary College 1992 — 1994
Credits applied toward Excelsior College degree
Art Institute of Atlanta 1990 — 1992
AA
Stockton University 1987 — 1989
Credits applied toward Excelsior College degree
West Morris Central High School 1983 — 1987
Diploma
Hertz at the Buffalo/Niagara International Airport April 2015 - Present
Boost Business Funding January 2015 - February 2015
Confidential Law Firm June 2014 - January 2015
Gordon, Herlands, Randolph & Cox LLP November 2011 - June 2014
Sutton Magidoff LLP April 2011 - June 2014
Robert Half International / Accountemps August 2010 - February 2013
The A Team Executive Management March 2011 - August 2011
Showroom Seven International / Erickson Beamon October 2009 - January 2010
Jaffe & Partners June 2005 - October 2009
JPMorgan Private Bank January 2003 - January 2005
Skills
QuickBooks, Accounts Receivable, B2C Collections, Accounts Payable, General Ledger, Bookkeeping, Invoicing, Microsoft Excel, Account Reconciliation, Auditing, Financial Statements, Accounting, Bank Reconciliation, Microsoft Word, Outlook, Microsoft Office, Office Management, Data Entry, ADP Payroll, Finance, Budgets, Foreign Currency, Paychex, Credit Risk, Investigative Research, B2B, Recruiting, QuickBooks Pro, QuickBooks Pro for MAC, Collections, Telephone Collections, Demand Letters, Payroll, Paychex Payroll, Global Exchange Foreign..., Western Union Foreign..., B2B Collections, Marketing Materials, Editing
Education
Excelsior College (formerly Regents College) 1992 — 1994
BA in Liberal Arts
Centenary College 1992 — 1994
Credits applied toward Excelsior College degree
Art Institute of Atlanta 1990 — 1992
AA
Stockton University 1987 — 1989
Credits applied toward Excelsior College degree
West Morris Central High School 1983 — 1987
Diploma
Yorick Ser Yorick Ser's JPMorgan Private Bank Experience October 2006 - June 2007
Job CEO at CampusGroups
Industry Internet
Experience
CampusGroups (Novalsys, Inc) June 2007 - Present
JPMorgan Private Bank October 2006 - June 2007
JPMorgan August 2005 - October 2006
JPMorgan June 2004 - August 2004
ACCENTURE September 2001 - August 2003
Skills
Entrepreneurship, Business Development, Social Networking, Strategic Partnerships, CampusGroups, Business Strategy, Management, Venture Capital, Web Development, Strategy, Product Management, Start-ups, Programming, Marketing Strategy, Customer Service, Social Media Marketing, Sales, Leadership, Management Consulting, Consulting, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance and Entrepreneurship
Ecole Centrale de Marseille 1994 — 1997
Engineering, Nuclear Engineering
CampusGroups (Novalsys, Inc) June 2007 - Present
JPMorgan Private Bank October 2006 - June 2007
JPMorgan August 2005 - October 2006
JPMorgan June 2004 - August 2004
ACCENTURE September 2001 - August 2003
Skills
Entrepreneurship, Business Development, Social Networking, Strategic Partnerships, CampusGroups, Business Strategy, Management, Venture Capital, Web Development, Strategy, Product Management, Start-ups, Programming, Marketing Strategy, Customer Service, Social Media Marketing, Sales, Leadership, Management Consulting, Consulting, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance and Entrepreneurship
Ecole Centrale de Marseille 1994 — 1997
Engineering, Nuclear Engineering
Ronald Bostic's JPMorgan Private Bank Experience May 2003 - February 2008
Job
Industry Information Technology and Services
Experience
Optaros February 2008 - August 2009
jpmorgan private bank May 2003 - February 2008
Scient Corporation September 1998 - March 2003
Cambridge Technology Partners September 1991 - August 1998
Education
Harvard University 1987 — 1991
BA
Boston College High School 1983 — 1987
Optaros February 2008 - August 2009
jpmorgan private bank May 2003 - February 2008
Scient Corporation September 1998 - March 2003
Cambridge Technology Partners September 1991 - August 1998
Education
Harvard University 1987 — 1991
BA
Boston College High School 1983 — 1987
Kei Chong, CFA's JPMorgan Private Bank Experience 2000 - 2011
Job Investment Advisor to High Net Worth Individuals
Industry Investment Management
Experience
HSBC Private Bank 2011 - 2013
JPMorgan Private Bank 2000 - 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investments, Private Clients, Equities, Fixed Income, ETFs, Finance, Mutual Funds, Investment Advisory, Private Equity, Wealth Management..., Relationship Management, Financial Modeling, Asset Management
Education
Columbia University - Columbia Business School 2008 — 2010
EMBA, Business Management
Cornell University 1997 — 2000
BS, Applied Economics and Business Mgt
Pui Ching Middle School
HSBC Private Bank 2011 - 2013
JPMorgan Private Bank 2000 - 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investments, Private Clients, Equities, Fixed Income, ETFs, Finance, Mutual Funds, Investment Advisory, Private Equity, Wealth Management..., Relationship Management, Financial Modeling, Asset Management
Education
Columbia University - Columbia Business School 2008 — 2010
EMBA, Business Management
Cornell University 1997 — 2000
BS, Applied Economics and Business Mgt
Pui Ching Middle School
Lauren (Quach) Leong's JPMorgan Private Bank Experience July 2007 - November 2014
Job
Industry Investment Management
Experience
Stelliam Investment Management November 2014 - Present
JPMorgan Private Bank July 2007 - November 2014
JPMorgan August 2005 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science
Lorenzo de Medici 2003 — 2003
Stelliam Investment Management November 2014 - Present
JPMorgan Private Bank July 2007 - November 2014
JPMorgan August 2005 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science
Lorenzo de Medici 2003 — 2003
Alexandra (Coolidge) Holzer's JPMorgan Private Bank Experience August 2005 - December 2006
Job Principal Energy Private Equity
Industry Venture Capital & Private Equity
Experience
Energy Private Equity Fund September 2012 - Present
Riverstone Holdings LLC January 2008 - August 2012
EnerNOC 2007 - 2007
JPMorgan Private Bank August 2005 - December 2006
Morgan Stanley May 2004 - July 2005
Morgan Stanley June 2001 - May 2004
Skills
Private Equity, Investor Relations, Energy, Renewable Energy, Fundraising, Strategy, Venture Capital, Start-ups, Due Diligence, Entrepreneurship, Valuation, Emerging Markets, Business Development, Mergers & Acquisitions, Management Consulting, Corporate Finance, Investment Banking
Education
INSEAD 2007 — 2007
MBA
Georgetown University 1997 — 2001
BSFS, Culture & Politics
Energy Private Equity Fund September 2012 - Present
Riverstone Holdings LLC January 2008 - August 2012
EnerNOC 2007 - 2007
JPMorgan Private Bank August 2005 - December 2006
Morgan Stanley May 2004 - July 2005
Morgan Stanley June 2001 - May 2004
Skills
Private Equity, Investor Relations, Energy, Renewable Energy, Fundraising, Strategy, Venture Capital, Start-ups, Due Diligence, Entrepreneurship, Valuation, Emerging Markets, Business Development, Mergers & Acquisitions, Management Consulting, Corporate Finance, Investment Banking
Education
INSEAD 2007 — 2007
MBA
Georgetown University 1997 — 2001
BSFS, Culture & Politics
Carol Bernatzky's JPMorgan Private Bank Experience February 1998 - Present
Job
Industry Financial Services
Experience
JPMorgan Private Bank February 1998 - Present
Skills
Banking, Wealth, Financial Planners, Mutual Funds, Estate Planning
Education
Bucknell University 1984 — 1988
BA
JPMorgan Private Bank February 1998 - Present
Skills
Banking, Wealth, Financial Planners, Mutual Funds, Estate Planning
Education
Bucknell University 1984 — 1988
BA
Claire Lea-Howarth's JPMorgan Private Bank Experience May 2013 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Private Bank May 2013 - Present
JPMorgan Private Bank September 2004 - Present
Goldman Sachs Singapore 1997 - 2000
Goldman Sachs Hong Kong 1997 - 2000
Goldman Sachs Asia 1997 - 2000
Goldman Sachs 1997 - 2000
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
London School of Economics and Political Science 1992 — 1995
Bachelor of Science (BS), Social Psychology
JPMorgan Private Bank May 2013 - Present
JPMorgan Private Bank September 2004 - Present
Goldman Sachs Singapore 1997 - 2000
Goldman Sachs Hong Kong 1997 - 2000
Goldman Sachs Asia 1997 - 2000
Goldman Sachs 1997 - 2000
Skills
Wealth Management
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
London School of Economics and Political Science 1992 — 1995
Bachelor of Science (BS), Social Psychology
Gabrielle Zandan's JPMorgan Private Bank Experience October 2006 - March 2009
Job Assistant Director, MBA Career Management at University of Texas at Austin
Industry Higher Education
Experience
University of Texas at Austin July 2012 - Present
Rockway Foundation August 2009 - Present
Pace University January 2012 - June 2012
Karen Horney Clinic August 2010 - June 2012
JPMorgan Private Bank October 2006 - March 2009
Connecticut College September 2005 - May 2006
Citi June 2005 - August 2005
Skills
Resume Writing, Psychology, Career Counseling, Higher Education, Program Development, Career Development, Psychotherapy, Grant Writing, Job Search Strategies, Mental Health, Academic Advising, Human Resources, Teaching, Volunteer Management, Leadership Development, Career Management, Event Planning, Student Affairs, Public Speaking, Student Development, Staff Development, Nonprofits, Student Counseling, Recruiting, Program Evaluation, Community Outreach
Education
American Institute for Psychoanalysis 2010 — 2012
Post Graduate Certificate, Psychodynamic Psychotherapy
New York University 2009 — 2011
Master of Arts (M.A.), Mental Health Counseling/Counselor
Connecticut College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University of Texas at Austin July 2012 - Present
Rockway Foundation August 2009 - Present
Pace University January 2012 - June 2012
Karen Horney Clinic August 2010 - June 2012
JPMorgan Private Bank October 2006 - March 2009
Connecticut College September 2005 - May 2006
Citi June 2005 - August 2005
Skills
Resume Writing, Psychology, Career Counseling, Higher Education, Program Development, Career Development, Psychotherapy, Grant Writing, Job Search Strategies, Mental Health, Academic Advising, Human Resources, Teaching, Volunteer Management, Leadership Development, Career Management, Event Planning, Student Affairs, Public Speaking, Student Development, Staff Development, Nonprofits, Student Counseling, Recruiting, Program Evaluation, Community Outreach
Education
American Institute for Psychoanalysis 2010 — 2012
Post Graduate Certificate, Psychodynamic Psychotherapy
New York University 2009 — 2011
Master of Arts (M.A.), Mental Health Counseling/Counselor
Connecticut College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Danielle Sasiak Serban's JPMorgan Private Bank Experience 2006 - 2010
Job Executive Director JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase September 2010 - Present
JPMorgan - Private Bank 2006 - 2010
Realogy 2002 - 2006
Morgan Stanley Smith Barney 1998 - 2002
Education
Lehigh University - College of Business and Economics 1994 — 1998
JP Morgan Chase September 2010 - Present
JPMorgan - Private Bank 2006 - 2010
Realogy 2002 - 2006
Morgan Stanley Smith Barney 1998 - 2002
Education
Lehigh University - College of Business and Economics 1994 — 1998
Brenda Hoover's JPMorgan Private Bank Experience 1998 - 2007
Job Absolute Wellness Group, LLC
Industry Health, Wellness and Fitness
Experience
Absolute Wellness Group, LLC June 2006 - Present
JPMorgan Private Bank 1998 - 2007
MBNA 1996 - 1998
NationsBank 1993 - 1996
Skills
Coaching, Nutrition, Personal Training, Leadership Development, Wellness, Marketing, Fitness, Program Development, Lifestyle, Training, Fundraising, Management, Entrepreneurship, Social Networking, Personal Development, Public Speaking, Social Media, Sales, Corporations, Small Business, Leadership, Team Building, Time Management
Education
Trinity School of Natural Health 2013 — 2014
Certified Health Specialist
Delaware State University 1990 — 1994
B.S., Business Management
Absolute Wellness Group, LLC June 2006 - Present
JPMorgan Private Bank 1998 - 2007
MBNA 1996 - 1998
NationsBank 1993 - 1996
Skills
Coaching, Nutrition, Personal Training, Leadership Development, Wellness, Marketing, Fitness, Program Development, Lifestyle, Training, Fundraising, Management, Entrepreneurship, Social Networking, Personal Development, Public Speaking, Social Media, Sales, Corporations, Small Business, Leadership, Team Building, Time Management
Education
Trinity School of Natural Health 2013 — 2014
Certified Health Specialist
Delaware State University 1990 — 1994
B.S., Business Management
Erin Lales's JPMorgan Private Bank Experience July 2005 - July 2008
Job Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management August 2010 - January 2013
Fidelity Investments 2008 - 2010
JPMorgan Private Bank July 2005 - July 2008
Education
Northwestern University 2001 — 2005
Bernstein Global Wealth Management August 2010 - January 2013
Fidelity Investments 2008 - 2010
JPMorgan Private Bank July 2005 - July 2008
Education
Northwestern University 2001 — 2005
Erik Tozzi's JPMorgan Private Bank Experience August 2000 - Present
Job Managing Director at J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 2000 - Present
Skills
Equities, Hedge Funds, Private Equity, Fixed Income, Alternative Investments
Education
Columbia University - Columbia Business School 1999 — 2000
University of Pennsylvania 1987 — 1991
BA, History
Phillips Academy 1983 — 1987
St. David's
St. David's
University of Oxford
JPMorgan Private Bank August 2000 - Present
Skills
Equities, Hedge Funds, Private Equity, Fixed Income, Alternative Investments
Education
Columbia University - Columbia Business School 1999 — 2000
University of Pennsylvania 1987 — 1991
BA, History
Phillips Academy 1983 — 1987
St. David's
St. David's
University of Oxford
Regina Cawley Wozniak's JPMorgan Private Bank Experience 1994 - 2003
Job Math Teacher at Scranton High School
Industry Education Management
Experience
Scranton High School August 2005 - Present
JPMorgan Private Bank 1994 - 2003
JP Morgan 1994 - 2003
Education
Wilkes University 2005 — 2009
M.S., Education- Classroom Technology
Marywood University 2003 — 2004
Certificate, Mathematics Education 7-12
Penn State University 1990 — 1994
B.S., Mathematics
Scranton High School August 2005 - Present
JPMorgan Private Bank 1994 - 2003
JP Morgan 1994 - 2003
Education
Wilkes University 2005 — 2009
M.S., Education- Classroom Technology
Marywood University 2003 — 2004
Certificate, Mathematics Education 7-12
Penn State University 1990 — 1994
B.S., Mathematics
Ray Farrell's JPMorgan Private Bank Experience June 1998 - June 2008
Job President of NYC Skyliners Youth Hockey Program
Industry Sports
Experience
City Ice Pavilion 2009 - Present
JPMorgan Private Bank June 1998 - June 2008
Skills
Alternative Investments
Education
New York University 2004 — 2006
American University 1994 — 1998
bsba, International Business
American University - Kogod School of Business 1992 — 1996
BSBA, International Business
City Ice Pavilion 2009 - Present
JPMorgan Private Bank June 1998 - June 2008
Skills
Alternative Investments
Education
New York University 2004 — 2006
American University 1994 — 1998
bsba, International Business
American University - Kogod School of Business 1992 — 1996
BSBA, International Business
Scott Ogur's JPMorgan Private Bank Experience 2000 - 2003
Job CFO at Spruce Investment Advisors
Industry Financial Services
Experience
Spruce Investment Advisors June 2014 - Present
Beacon Mortgage 2012 - Present
Independent Diplomat 2011 - Present
Drybar 2012 - 2012
Algorithmic Trading Management 2009 - 2012
Scimitar 2003 - 2010
JPMorgan Private Bank 2000 - 2003
J.P. Morgan 1996 - 1998
Chemical Bank Corp. 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
Acquisition and..., Financial Reporting,..., Investments, Due Diligence, Financial Reporting, Mergers, Cost Reduction..., Equities, Private Equity, Mergers & Acquisitions, Asset Management, Finance, Corporate Finance, Financial Services, Venture Capital, Fixed Income, Budgets, Portfolio Management, Credit, Alternative Investments, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Loans, Financial Modeling, Derivatives, Auditing, Analysis, Negotiation, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Bucknell University 1989 — 1993
BS in Business Administration, Accounting
Stuyvesant High School 1985 — 1989
Spruce Investment Advisors June 2014 - Present
Beacon Mortgage 2012 - Present
Independent Diplomat 2011 - Present
Drybar 2012 - 2012
Algorithmic Trading Management 2009 - 2012
Scimitar 2003 - 2010
JPMorgan Private Bank 2000 - 2003
J.P. Morgan 1996 - 1998
Chemical Bank Corp. 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
Acquisition and..., Financial Reporting,..., Investments, Due Diligence, Financial Reporting, Mergers, Cost Reduction..., Equities, Private Equity, Mergers & Acquisitions, Asset Management, Finance, Corporate Finance, Financial Services, Venture Capital, Fixed Income, Budgets, Portfolio Management, Credit, Alternative Investments, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Loans, Financial Modeling, Derivatives, Auditing, Analysis, Negotiation, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Bucknell University 1989 — 1993
BS in Business Administration, Accounting
Stuyvesant High School 1985 — 1989
Maria (Mannino) Hornak's JPMorgan Private Bank Experience December 1999 - June 2007
Job Commerical Bank Treasury Sales Associate at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase Bank June 2007 - January 2014
JPMorgan Private Bank December 1999 - June 2007
Samuel, Son & Co., Limited 1998 - 1999
Skills
Banking, Customer Service, Marketing, Financial Services, Personal Finance, Culinary Skills, Food Service, Treasury Management, Relationship Management, Credit Cards, Commercial Banking, Portfolio Management, Retail Banking, Finance, Securities
Education
Goldey Beacom College 1995 — 1999
Bachelor Degree of Science in Business Administration, Concentration in International Business Management, GPA 3.60/4.0
George Brown College 2007 — 2014
Chef Certificate & Baking Arts Certificate
Lancaster Catholic High School 1991 — 1995
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase Bank June 2007 - January 2014
JPMorgan Private Bank December 1999 - June 2007
Samuel, Son & Co., Limited 1998 - 1999
Skills
Banking, Customer Service, Marketing, Financial Services, Personal Finance, Culinary Skills, Food Service, Treasury Management, Relationship Management, Credit Cards, Commercial Banking, Portfolio Management, Retail Banking, Finance, Securities
Education
Goldey Beacom College 1995 — 1999
Bachelor Degree of Science in Business Administration, Concentration in International Business Management, GPA 3.60/4.0
George Brown College 2007 — 2014
Chef Certificate & Baking Arts Certificate
Lancaster Catholic High School 1991 — 1995
Dave Millhouse's JPMorgan Private Bank Experience August 1994 - Present
Job Investment Advisor at JPMorgan
Industry Investment Management
Experience
JPMorgan Private Bank August 1994 - Present
Education
Indiana University—Purdue University Fort Wayne 1985 — 1997
MBA
JPMorgan Private Bank August 1994 - Present
Education
Indiana University—Purdue University Fort Wayne 1985 — 1997
MBA
Rocio Ortega's JPMorgan Private Bank Experience March 2008 - August 2010
Job Associate Relationship Manager at WE Family Offices
Industry Banking
Experience
WE Family Offices April 2014 - Present
Citi Private Bank September 2010 - April 2014
JPMorgan Private Bank March 2008 - August 2010
JPMorgan Private Bank (Latin America) October 2005 - March 2008
Kirsch & Associates March 2001 - August 2004
Kirsch & Associates June 2000 - March 2001
Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Credit, Private Banking, Securities, Wealth Management..., Financial Services, Fixed Income, Investment Banking, Equities, Business Planning, Capital Markets, Investment Management, FX Options, Relationship Management
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Economics and International Business
WE Family Offices April 2014 - Present
Citi Private Bank September 2010 - April 2014
JPMorgan Private Bank March 2008 - August 2010
JPMorgan Private Bank (Latin America) October 2005 - March 2008
Kirsch & Associates March 2001 - August 2004
Kirsch & Associates June 2000 - March 2001
Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Credit, Private Banking, Securities, Wealth Management..., Financial Services, Fixed Income, Investment Banking, Equities, Business Planning, Capital Markets, Investment Management, FX Options, Relationship Management
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Economics and International Business
Katie Wert's JPMorgan Private Bank Experience July 2006 - Present
Job Vice President at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank July 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
JPMorgan Private Bank July 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Sonya Miller, PMP's JPMorgan Private Bank Experience 2005 - 2006
Job ITIL certified IT Professional
Industry Information Technology and Services
Experience
JPMorgan Private Bank 2005 - 2006
Accenture 2005 - 2005
Capital One Bank 2004 - 2005
Telcordia Technologies 2000 - 2001
Education
New Jersey Institute of Technology 1999 — 2003
DeVry Institute of Technology 1996 — 1998
Associates, Telecommunication Management
JPMorgan Private Bank 2005 - 2006
Accenture 2005 - 2005
Capital One Bank 2004 - 2005
Telcordia Technologies 2000 - 2001
Education
New Jersey Institute of Technology 1999 — 2003
DeVry Institute of Technology 1996 — 1998
Associates, Telecommunication Management
Greg Guglielmo's JPMorgan Private Bank Experience January 2013 - June 2013
Job MBA 2015 | University of California, Berkeley
Industry Financial Services
Experience
JPMorgan Private Bank January 2013 - June 2013
JPMorgan Private Bank July 2009 - December 2012
JPMorgan Private Bank July 2006 - June 2009
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Government and Italian
JPMorgan Private Bank January 2013 - June 2013
JPMorgan Private Bank July 2009 - December 2012
JPMorgan Private Bank July 2006 - June 2009
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Government and Italian
Michael Moffitt's JPMorgan Private Bank Experience July 2006 - July 2010
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2006 - Present
JP Morgan July 2006 - September 2013
JPMorgan Private Bank July 2006 - July 2010
CGI August 2004 - July 2006
American Management Systems July 1998 - July 2004
AMS July 1998 - July 2004
Skills
Business Analysis, Strategy, Project Management, Requirements Gathering, Leadership, Finance, Business Process..., Analysis, Business Requirements, Investments, SDLC, Financial Services, Requirements Analysis, Asset Management, Business Process..., Financial Analysis, Management Consulting, Change Management, Process Improvement, PMO, Business Transformation, Business Strategy, PMP, Banking, Management, Managerial Finance, IT Strategy, Risk Management, Project Planning, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Ohio Northern University 1994 — 1998
B.S., Computer Science, Communications
JPMorgan Chase July 2006 - Present
JP Morgan July 2006 - September 2013
JPMorgan Private Bank July 2006 - July 2010
CGI August 2004 - July 2006
American Management Systems July 1998 - July 2004
AMS July 1998 - July 2004
Skills
Business Analysis, Strategy, Project Management, Requirements Gathering, Leadership, Finance, Business Process..., Analysis, Business Requirements, Investments, SDLC, Financial Services, Requirements Analysis, Asset Management, Business Process..., Financial Analysis, Management Consulting, Change Management, Process Improvement, PMO, Business Transformation, Business Strategy, PMP, Banking, Management, Managerial Finance, IT Strategy, Risk Management, Project Planning, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Ohio Northern University 1994 — 1998
B.S., Computer Science, Communications
Mark Strouse, CFA's JPMorgan Private Bank Experience July 2004 - September 2006
Job Equity Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2011 - Present
J.P. Morgan July 2007 - January 2011
JPMorgan October 2006 - July 2007
JPMorgan Private Bank July 2004 - September 2006
Skills
Equities, Equity Research, Valuation, Financial Modeling
Education
Kansas State University 1999 — 2003
Bachelor's, Financial Management
J.P. Morgan February 2011 - Present
J.P. Morgan July 2007 - January 2011
JPMorgan October 2006 - July 2007
JPMorgan Private Bank July 2004 - September 2006
Skills
Equities, Equity Research, Valuation, Financial Modeling
Education
Kansas State University 1999 — 2003
Bachelor's, Financial Management
Jeremy Lam's JPMorgan Private Bank Experience February 2001 - September 2004
Job Vice President at Raymond James Financial, Inc.
Industry Banking
Experience
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Ken Monaco's JPMorgan Private Bank Experience 1996 - 2006
Job Sr. Compensation Manager at Barclays
Industry Human Resources
Experience
Barclays July 2008 - Present
SAP September 2006 - July 2008
JPMorgan Chase 1996 - 2007
JPMorgan January 1996 - September 2006
JPMorgan Chase / Chase Card Services 2000 - 2006
JPMorgan Private Bank 1996 - 2006
J.P. Morgan Chase 1996 - 2006
Skills
Human Resources, HRIS, Performance Management, Talent Management, PeopleSoft, HR Policies, Employee Benefits
Education
Drexel University 1990 — 1995
BS, Finance & Accounting
Drexel University - LeBow College of Business 1990 — 1995
Barclays July 2008 - Present
SAP September 2006 - July 2008
JPMorgan Chase 1996 - 2007
JPMorgan January 1996 - September 2006
JPMorgan Chase / Chase Card Services 2000 - 2006
JPMorgan Private Bank 1996 - 2006
J.P. Morgan Chase 1996 - 2006
Skills
Human Resources, HRIS, Performance Management, Talent Management, PeopleSoft, HR Policies, Employee Benefits
Education
Drexel University 1990 — 1995
BS, Finance & Accounting
Drexel University - LeBow College of Business 1990 — 1995
Michael Chiaravalloti's JPMorgan Private Bank Experience January 2006 - Present
Job JPMorgan Alternative Investments Group
Industry Financial Services
Experience
JP Morgan January 2006 - Present
JPMorgan Private Bank January 2006 - Present
Proskauer Rose September 2000 - January 2006
New Jersey Supreme Court September 1999 - August 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Investments, Venture Capital, Due Diligence, Investment Management
Education
Duke University School of Law 1996 — 1999
Juris Doctor
University of Notre Dame 1992 — 1996
BA, Economics
Morris Hills High School 1988 — 1992
JP Morgan January 2006 - Present
JPMorgan Private Bank January 2006 - Present
Proskauer Rose September 2000 - January 2006
New Jersey Supreme Court September 1999 - August 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Investments, Venture Capital, Due Diligence, Investment Management
Education
Duke University School of Law 1996 — 1999
Juris Doctor
University of Notre Dame 1992 — 1996
BA, Economics
Morris Hills High School 1988 — 1992
Rosalind Dear's JPMorgan Private Bank Experience June 2005 - April 2010
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
Janet Moeller's JPMorgan Private Bank Experience 2004 - 2008
Job Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
JPMorgan Private Bank 2004 - 2008
Williams Labadie 1999 - 2002
Education
Iowa State University 1993 — 1997
Morgan Stanley 2008 - Present
JPMorgan Private Bank 2004 - 2008
Williams Labadie 1999 - 2002
Education
Iowa State University 1993 — 1997
Ally Broadway's JPMorgan Private Bank Experience Financial AdviserAmeriprise Financial2006 - 2007
Job Account Officer at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank Financial AdviserAmeriprise Financial2006 - 2007
Bennigans 2004 - 2006
Cafe Riviera 2004 - 2004
Scrimmages 2003 - 2003
Education
Goldey-Beacom College 2004 — 2006
B.S., Marketing Management
Delaware Technical Community College 2002 — 2003
No, Marketing
Chowan College 2001 — 2002
No, Elementary Ed
JPMorgan Private Bank Financial AdviserAmeriprise Financial2006 - 2007
Bennigans 2004 - 2006
Cafe Riviera 2004 - 2004
Scrimmages 2003 - 2003
Education
Goldey-Beacom College 2004 — 2006
B.S., Marketing Management
Delaware Technical Community College 2002 — 2003
No, Marketing
Chowan College 2001 — 2002
No, Elementary Ed
Kristin Purdy (formerly Kristin Chirba)'s JPMorgan Private Bank Experience March 2001 - December 2004
Job Communications Manager at Focused Investors LLC
Industry Investment Management
Experience
Focused Investors LLC April 2006 - February 2008
Pacific Financial Research December 2004 - February 2006
JPMorgan Private Bank March 2001 - December 2004
The Chase Manhattan Private Bank June 1999 - March 2001
Home Savings Bank 1998 - 1999
Education
California State University-Northridge 1994 — 1999
BA, Communications
Granada Hills High School
Focused Investors LLC April 2006 - February 2008
Pacific Financial Research December 2004 - February 2006
JPMorgan Private Bank March 2001 - December 2004
The Chase Manhattan Private Bank June 1999 - March 2001
Home Savings Bank 1998 - 1999
Education
California State University-Northridge 1994 — 1999
BA, Communications
Granada Hills High School
Gabriel Dorman, CIMA®'s JPMorgan Private Bank Experience 2005 - Present
Job Executive Director, JPMorgan Private Bank Manager Research & Due Diligence
Industry Financial Services
Experience
JPMorgan Private Bank 2005 - Present
Skills
Equities, Asset Management, Investment Management, Series 7, Mutual Funds, Series 63, Investments, Management
Education
Bowdoin College 1987 — 1991
Newtown High School 1983 — 1987
JPMorgan Private Bank 2005 - Present
Skills
Equities, Asset Management, Investment Management, Series 7, Mutual Funds, Series 63, Investments, Management
Education
Bowdoin College 1987 — 1991
Newtown High School 1983 — 1987
Jennifer Tamis's JPMorgan Private Bank Experience 2001 - 2003
Job Partner at Gallatin Capital
Industry Investment Management
Experience
Gallatin Capital July 2007 - Present
Van Eck Global July 2003 - June 2007
JPMorgan Private Bank 2001 - 2003
Skills
Investor Relations, Alternative Investments, Hedge Funds
Education
Columbia University - School of International and Public Affairs 1998 — 2001
MIA, International Finance and Banking
Lafayette College 1989 — 1993
Bachelor's degree, Political Science and Government
Gallatin Capital July 2007 - Present
Van Eck Global July 2003 - June 2007
JPMorgan Private Bank 2001 - 2003
Skills
Investor Relations, Alternative Investments, Hedge Funds
Education
Columbia University - School of International and Public Affairs 1998 — 2001
MIA, International Finance and Banking
Lafayette College 1989 — 1993
Bachelor's degree, Political Science and Government
Lauren Paladino's JPMorgan Private Bank Experience July 2002 - Present
Job Portfolio Manager at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank July 2002 - Present
Skills
Equities, Asset Management, Portfolio Management
Education
Boston College
JPMorgan Private Bank July 2002 - Present
Skills
Equities, Asset Management, Portfolio Management
Education
Boston College
Travis Dunn's JPMorgan Private Bank Experience 2013 - 2015
Job Vice President at J.P. Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank 2013 - 2015
JPMorgan Private Bank 2013 - 2015
Goldman Sachs July 2011 - September 2013
Goldman Sachs June 2010 - August 2010
J.P. Morgan Private Wealth Management August 2005 - July 2009
Skills
Asset Management, Capital Markets, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Strategic Planning, Strategy, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Investment Management
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
JPMorgan Private Bank 2013 - 2015
JPMorgan Private Bank 2013 - 2015
Goldman Sachs July 2011 - September 2013
Goldman Sachs June 2010 - August 2010
J.P. Morgan Private Wealth Management August 2005 - July 2009
Skills
Asset Management, Capital Markets, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Strategic Planning, Strategy, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Investment Management
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
Oksana Aronov's JPMorgan Private Bank Experience 2007 - 2010
Job Managing Director Head of Market Strategy Absolute Return and Opportunistic Fixed Income J.P. Morgan
Industry Investment Management
Experience
JPMorgan Asset Management 2010 - Present
JPMorgan Private Bank 2007 - 2010
Goldman Sachs Asset Management 2004 - 2007
JPMorgan Asset Management 2000 - 2004
BlackRock 1998 - 2000
Skills
Series 7, Securities, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Trading, Bonds, Financial Modeling, Credit Derivatives, Fund Of Funds, Fixed Income, Manager research, Due diligence, Absolute return, Liquid alternatives, Product Strategy, market strategy, Relationship Management, Business Development, Investment Strategies, Alternative Investments, Alternative Investment..., Portfolio Management, Asset Management, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
Master of Business Administration (M.B.A.), Finance and Marketing
New York University - Leonard N. Stern School of Business 1996 — 1999
Bachelor's Degree, Finance and Information Systems
JPMorgan Asset Management 2010 - Present
JPMorgan Private Bank 2007 - 2010
Goldman Sachs Asset Management 2004 - 2007
JPMorgan Asset Management 2000 - 2004
BlackRock 1998 - 2000
Skills
Series 7, Securities, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Trading, Bonds, Financial Modeling, Credit Derivatives, Fund Of Funds, Fixed Income, Manager research, Due diligence, Absolute return, Liquid alternatives, Product Strategy, market strategy, Relationship Management, Business Development, Investment Strategies, Alternative Investments, Alternative Investment..., Portfolio Management, Asset Management, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
Master of Business Administration (M.B.A.), Finance and Marketing
New York University - Leonard N. Stern School of Business 1996 — 1999
Bachelor's Degree, Finance and Information Systems
Mary Jo Garofalo, CFP®'s JPMorgan Private Bank Experience March 2007 - Present
Job Investment Professional
Industry Investment Management
Experience
JPMorgan Private Bank March 2007 - Present
CDHM Financial Advisers May 2006 - January 2007
Chicago Board of Trade 1985 - April 1993
Skills
Investments, Portfolio Management, Wealth Management...
Education
Dominican University
Master of Business Administration (MBA), Finance, General
Northern Illinois University
BS, Finance
Trinity High School
JPMorgan Private Bank March 2007 - Present
CDHM Financial Advisers May 2006 - January 2007
Chicago Board of Trade 1985 - April 1993
Skills
Investments, Portfolio Management, Wealth Management...
Education
Dominican University
Master of Business Administration (MBA), Finance, General
Northern Illinois University
BS, Finance
Trinity High School
Sameer Agrawal's JPMorgan Private Bank Experience June 2004 - June 2006
Job Nuveen Investments, Vice President, Global Product Analytics
Industry Investment Management
Experience
Nuveen Investments July 2006 - Present
JPMorgan Private Bank June 2004 - June 2006
Education
Northwestern University 2000 — 2004
Nuveen Investments July 2006 - Present
JPMorgan Private Bank June 2004 - June 2006
Education
Northwestern University 2000 — 2004
Jessica Lusakueno's JPMorgan Private Bank Experience August 2010 - August 2012
Job Director of Investments at Hoerner Planning Group
Industry Financial Services
Experience
Hoerner Planning Group September 2012 - Present
JPMorgan Private Bank August 2010 - August 2012
Kenan-Flagler Business School August 2008 - November 2010
Hewitt Associates April 2006 - July 2008
Sterling Capital Management June 2004 - April 2006
Skills
Financial Modeling, Bloomberg, Valuation, Portfolio Management, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Investment Management & Sustainability
Davidson College 1999 — 2003
B.A., Economics
Hoerner Planning Group September 2012 - Present
JPMorgan Private Bank August 2010 - August 2012
Kenan-Flagler Business School August 2008 - November 2010
Hewitt Associates April 2006 - July 2008
Sterling Capital Management June 2004 - April 2006
Skills
Financial Modeling, Bloomberg, Valuation, Portfolio Management, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Investment Management & Sustainability
Davidson College 1999 — 2003
B.A., Economics
Janet Moeller's JPMorgan Private Bank Experience February 2004 - July 2008
Job Senior Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2008 - January 2013
JPMorgan Private Bank February 2004 - July 2008
JPMorgan Private Bank February 2004 - July 2008
Williams Labadie, LLC May 2002 - November 2002
Williams Labadie, LLC November 2000 - May 2002
Williams Labadie, LLC February 2000 - November 2000
Williams Labadie, LLC October 1999 - February 2000
American Advertising Federation March 1998 - August 1999
General Mills October 1997 - March 1998
Education
Iowa State University 1993 — 1997
Morgan Stanley Private Wealth Management July 2008 - January 2013
JPMorgan Private Bank February 2004 - July 2008
JPMorgan Private Bank February 2004 - July 2008
Williams Labadie, LLC May 2002 - November 2002
Williams Labadie, LLC November 2000 - May 2002
Williams Labadie, LLC February 2000 - November 2000
Williams Labadie, LLC October 1999 - February 2000
American Advertising Federation March 1998 - August 1999
General Mills October 1997 - March 1998
Education
Iowa State University 1993 — 1997
Michael R. Dunn, CLU, ChFC, CFP, Cert. PFS's JPMorgan Private Bank Experience June 2002 - July 2005
Job Investment Advisor Representative at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Brett Coppens's JPMorgan Private Bank Experience September 2008 - March 2012
Job Relocated to New York 2015
Industry Financial Services
Experience
JPMorgan Private Bank September 2008 - March 2012
Bernstein Global Wealth Management December 2002 - September 2008
Education
Hobart and William Smith Colleges 1998 — 2002
JPMorgan Private Bank September 2008 - March 2012
Bernstein Global Wealth Management December 2002 - September 2008
Education
Hobart and William Smith Colleges 1998 — 2002
Robert Blanch's JPMorgan Private Bank Experience June 1999 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Private Bank June 1999 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Boston University 1987 — 1991
BSBA, Accounting and Business/Management
JPMorgan Private Bank June 1999 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Boston University 1987 — 1991
BSBA, Accounting and Business/Management
Michael Arney's JPMorgan Private Bank Experience 2004 - 2004
Job Proofreader
Industry Financial Services
Experience
Vintage Filings, LLC, a Division of PRNewswire September 2010 - Present
Berdon LLP - CPAs and Advisors March 2010 - May 2010
Double Rock October 2006 - December 2009
Double Rock Corporation (Reserve Funds, The Reserve) December 2004 - December 2009
Morgan Stanley Dean Witter (Morgan Stanley) April 1998 - January 2004
JPMorgan Private Bank 2004 - 2004
Credit Suisse First Boston and Donaldson, Lufkin & Jenrette March 1998 - April 1998
J.P. Morgan (now, part of JPMorgan Chase & Co.) October 1996 - January 1998
Skills
Editing, Microsoft Word, Microsoft Excel, PowerPoint, Proofreading
Education
Bradley University 1979 — 1983
Vintage Filings, LLC, a Division of PRNewswire September 2010 - Present
Berdon LLP - CPAs and Advisors March 2010 - May 2010
Double Rock October 2006 - December 2009
Double Rock Corporation (Reserve Funds, The Reserve) December 2004 - December 2009
Morgan Stanley Dean Witter (Morgan Stanley) April 1998 - January 2004
JPMorgan Private Bank 2004 - 2004
Credit Suisse First Boston and Donaldson, Lufkin & Jenrette March 1998 - April 1998
J.P. Morgan (now, part of JPMorgan Chase & Co.) October 1996 - January 1998
Skills
Editing, Microsoft Word, Microsoft Excel, PowerPoint, Proofreading
Education
Bradley University 1979 — 1983
Jordan Sprechman's JPMorgan Private Bank Experience January 1993 - Present
Job Wealth Advisor at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank January 1993 - Present
Education
New York University School of Law 1993 — 1995
LL.M., Taxation
Columbia Law School 1983 — 1986
JD, Law
Columbia University in the City of New York 1979 — 1983
BA, History
JPMorgan Private Bank January 1993 - Present
Education
New York University School of Law 1993 — 1995
LL.M., Taxation
Columbia Law School 1983 — 1986
JD, Law
Columbia University in the City of New York 1979 — 1983
BA, History
Lauren Poile Heysse's JPMorgan Private Bank Experience July 2004 - October 2005
Job Consultant
Industry Financial Services
Experience
Tremblant Capital Group October 2005 - September 2009
JPMorgan Private Bank July 2004 - October 2005
JPMorgan Private Bank June 2001 - 2004
Skills
Microsoft Excel, Portfolio Management, Mutual Funds, Asset Allocation
Education
Boston College
Tremblant Capital Group October 2005 - September 2009
JPMorgan Private Bank July 2004 - October 2005
JPMorgan Private Bank June 2001 - 2004
Skills
Microsoft Excel, Portfolio Management, Mutual Funds, Asset Allocation
Education
Boston College
Louis Allee's JPMorgan Private Bank Experience October 2012 - February 2014
Job Mortgage, Drummer, Percussionist
Industry Financial Services
Experience
Nations Direct Mortgage March 2015 - Present
Musician, Drums and Percussion January 1996 - Present
Stonegate Mortgage Corporation (NYSE: SGM) January 2015 - February 2015
Sun West Mortgage Company February 2014 - November 2014
Jpmorgan private bank October 2012 - February 2014
JPMorgan Chase June 2011 - September 2012
American Commerce Mortgage November 2008 - May 2011
Arrow Mortgage Solutions February 2003 - November 2008
Skills
Banking, Credit, Customer Service, FHA, Financial Analysis, First Time Home Buyers, Loan Origination, Loans, Microsoft Office, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Sales, Teaching, Credit Analysis
Education
Biola University 1992 — 1997
Nations Direct Mortgage March 2015 - Present
Musician, Drums and Percussion January 1996 - Present
Stonegate Mortgage Corporation (NYSE: SGM) January 2015 - February 2015
Sun West Mortgage Company February 2014 - November 2014
Jpmorgan private bank October 2012 - February 2014
JPMorgan Chase June 2011 - September 2012
American Commerce Mortgage November 2008 - May 2011
Arrow Mortgage Solutions February 2003 - November 2008
Skills
Banking, Credit, Customer Service, FHA, Financial Analysis, First Time Home Buyers, Loan Origination, Loans, Microsoft Office, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Sales, Teaching, Credit Analysis
Education
Biola University 1992 — 1997
Paul Cress's JPMorgan Private Bank Experience July 1996 - Present
Job Executive Director at JPMorgan's Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank July 1996 - Present
Education
DePaul University College of Law
JPMorgan Private Bank July 1996 - Present
Education
DePaul University College of Law
Eric Ingber's JPMorgan Private Bank Experience February 2008 - Present
Job Executive Director at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank February 2008 - Present
JPMorgan Private Bank December 2005 - February 2008
JPMorgan Asset Management October 2002 - December 2006
Skills
Fixed Income, Equities, Hedge Funds, Portfolio Management, Asset Management, Capital Markets, Series 7, Alternative Investments, Derivatives, Series 63, Bloomberg
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance and Taxation/Accounting
University of Michigan 1993 — 1997
BS, Chemical Engineering
Lindenhurst High School 1989 — 1993
JPMorgan Private Bank February 2008 - Present
JPMorgan Private Bank December 2005 - February 2008
JPMorgan Asset Management October 2002 - December 2006
Skills
Fixed Income, Equities, Hedge Funds, Portfolio Management, Asset Management, Capital Markets, Series 7, Alternative Investments, Derivatives, Series 63, Bloomberg
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance and Taxation/Accounting
University of Michigan 1993 — 1997
BS, Chemical Engineering
Lindenhurst High School 1989 — 1993
David Colville's JPMorgan Private Bank Experience 1997 - 2005
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2005 - Present
JPMorgan Private Bank 1997 - 2005
Education
Macalester College 1981 — 1985
Bachelor of Arts (B.A.), Economics
UBS Financial Services, Inc. July 2005 - Present
JPMorgan Private Bank 1997 - 2005
Education
Macalester College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Mariah Sawyer, CFA's JPMorgan Private Bank Experience July 2005 - Present
Job Executive Director, JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Private Bank July 2005 - Present
JPMorgan Private Bank August 2008 - July 2011
JPMorgan Private Bank August 2005 - July 2008
Skills
Financial Analysis, Derivatives, Capital Markets, Fixed Income, Asset Allocation
Education
Boston College 2001 — 2005
Bachelor of Science (B.S.), Finance, Accounting, Information Systems
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Private Bank July 2005 - Present
JPMorgan Private Bank August 2008 - July 2011
JPMorgan Private Bank August 2005 - July 2008
Skills
Financial Analysis, Derivatives, Capital Markets, Fixed Income, Asset Allocation
Education
Boston College 2001 — 2005
Bachelor of Science (B.S.), Finance, Accounting, Information Systems
Walt Green's JPMorgan Private Bank Experience 1983 - Present
Job Private Banker at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan - Private Bank 1983 - Present
Education
University of Georgia - Terry College of Business 1971 — 1972
MBA, Finance
The University of Georgia 1969 — 1971
BBA, Accounting and Finance
Mercer University 1967 — 1969
JPMorgan - Private Bank 1983 - Present
Education
University of Georgia - Terry College of Business 1971 — 1972
MBA, Finance
The University of Georgia 1969 — 1971
BBA, Accounting and Finance
Mercer University 1967 — 1969
Bernadette Hamada's JPMorgan Private Bank Experience July 2004 - February 2006
Job Wells Fargo
Industry Banking
Experience
Wells Fargo 2010 - Present
JPMorgan February 2006 - August 2008
JPMorgan Private Bank July 2004 - February 2006
JPMorgan Private Bank July 2001 - July 2004
Goldman Sachs Asset Management 2000 - 2000
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Wells Fargo 2010 - Present
JPMorgan February 2006 - August 2008
JPMorgan Private Bank July 2004 - February 2006
JPMorgan Private Bank July 2001 - July 2004
Goldman Sachs Asset Management 2000 - 2000
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Laura-Min Proctor's JPMorgan Private Bank Experience October 2010 - Present
Job Banker at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank October 2010 - Present
JPMorgan Private Bank September 2008 - October 2010
Center for Independent Futures January 2003 - August 2006
Skills
Financial Modeling, Valuation, Investments
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Organizational Behavior, Entrepreneurship
University of Wisconsin-Madison 1998 — 2002
BS, Biomedical Engineering
JPMorgan Private Bank October 2010 - Present
JPMorgan Private Bank September 2008 - October 2010
Center for Independent Futures January 2003 - August 2006
Skills
Financial Modeling, Valuation, Investments
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Organizational Behavior, Entrepreneurship
University of Wisconsin-Madison 1998 — 2002
BS, Biomedical Engineering
Eric Alberico's JPMorgan Private Bank Experience June 2015 - Present
Job Investment Specialist at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank June 2015 - Present
JPMorgan Private Bank February 2013 - Present
JPMorgan Private Bank June 2011 - February 2013
JPMorgan Private Wealth Management August 2007 - June 2011
Chase Investment Services Inc June 2006 - August 2008
Skills
Asset Allocation, Series 63, Series 7, Portfolio Management, Fixed Income
Education
Illinois State University 2002 — 2006
Bachelor of Science, Finance
JPMorgan Private Bank June 2015 - Present
JPMorgan Private Bank February 2013 - Present
JPMorgan Private Bank June 2011 - February 2013
JPMorgan Private Wealth Management August 2007 - June 2011
Chase Investment Services Inc June 2006 - August 2008
Skills
Asset Allocation, Series 63, Series 7, Portfolio Management, Fixed Income
Education
Illinois State University 2002 — 2006
Bachelor of Science, Finance
Kevin Kraska, CFA's JPMorgan Private Bank Experience 2010 - 2012
Job Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - Present
JPMorgan Private Bank 2010 - 2012
BlackRock Kelso Capital 2005 - 2008
Prudential Capital Group 1986 - 2005
Prudential Real Estate Investors 1986 - 1990
Skills
Private Placements, originating, C-Level Negotiations, Private Equity, Portfolio Management, Investments, Equities, Financial Structuring, Leveraged Finance, Mezzanine, Securities, Credit Analysis, Credit, Financial Services, IPO, Wealth Management, Executive Management, Real Estate, Loan Origination, Underwriting, Capital, Business Development, Investment Properties, Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA
Boston College
BS
CFA, AIMR
Wells Fargo 2013 - Present
JPMorgan Private Bank 2010 - 2012
BlackRock Kelso Capital 2005 - 2008
Prudential Capital Group 1986 - 2005
Prudential Real Estate Investors 1986 - 1990
Skills
Private Placements, originating, C-Level Negotiations, Private Equity, Portfolio Management, Investments, Equities, Financial Structuring, Leveraged Finance, Mezzanine, Securities, Credit Analysis, Credit, Financial Services, IPO, Wealth Management, Executive Management, Real Estate, Loan Origination, Underwriting, Capital, Business Development, Investment Properties, Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA
Boston College
BS
CFA, AIMR
Aban Siraj's JPMorgan Private Bank Experience November 2007 - February 2008
Job
Industry Law Practice
Experience
Winston & Strawn LLP October 2012 - Present
Winston & Strawn LLP May 2011 - July 2011
United States Attorney's Office - S.D.N.Y. June 2010 - August 2010
JPMorgan Private Bank November 2007 - February 2008
Education
New York University School of Law 2009 — 2012
J.D.
University of Denver - Daniels College of Business 2005 — 2008
B.S., Finance
Winston & Strawn LLP October 2012 - Present
Winston & Strawn LLP May 2011 - July 2011
United States Attorney's Office - S.D.N.Y. June 2010 - August 2010
JPMorgan Private Bank November 2007 - February 2008
Education
New York University School of Law 2009 — 2012
J.D.
University of Denver - Daniels College of Business 2005 — 2008
B.S., Finance
Mark Marrone's JPMorgan Private Bank Experience January 2000 - January 2014
Job Compliance Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Private Bank January 2000 - January 2014
Skills
Anti Money Laundering, Private Banking, KYC, Financial Analysis
Education
University of Delaware 2007 — 2008
Certificate in Financial Planning, Financial Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
Goldey Beacom College 1995 — 1999
BS, Accounting
JPMorgan Chase February 2014 - Present
JPMorgan Private Bank January 2000 - January 2014
Skills
Anti Money Laundering, Private Banking, KYC, Financial Analysis
Education
University of Delaware 2007 — 2008
Certificate in Financial Planning, Financial Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
Goldey Beacom College 1995 — 1999
BS, Accounting
Yemi Benedict-Vatel's JPMorgan Private Bank Experience 2000 - 2003
Job Philanthropy Advisor
Industry Philanthropy
Experience
JPMorgan 2003 - 2005
JPMorgan Private Bank 2000 - 2003
Skills
strategy for..., grant-making, communications and...
Education
Brown University
BA, Development Studies
The University of Oxford
MPhil, Modern Middle East Studies
JPMorgan 2003 - 2005
JPMorgan Private Bank 2000 - 2003
Skills
strategy for..., grant-making, communications and...
Education
Brown University
BA, Development Studies
The University of Oxford
MPhil, Modern Middle East Studies
Laurisa Anderson's JPMorgan Private Bank Experience October 1996 - Present
Job Executive Director at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank October 1996 - Present
JPMorgan
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Strategic Planning, Budgets, Insurance, Strategy, Financial Modeling, Fixed Income, Equities, Investment Banking, Property Management, Hedge Funds, Capital Markets, Banking, Credit, Alternative Investments, Derivatives, Risk Management, Series 7, Securities, HOLDS SERIES 7, SERIES..., Structured Products
Education
Southwest Missouri State University
Bachelor's degree, Business Administration and Management, General
JPMorgan Private Bank October 1996 - Present
JPMorgan
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Strategic Planning, Budgets, Insurance, Strategy, Financial Modeling, Fixed Income, Equities, Investment Banking, Property Management, Hedge Funds, Capital Markets, Banking, Credit, Alternative Investments, Derivatives, Risk Management, Series 7, Securities, HOLDS SERIES 7, SERIES..., Structured Products
Education
Southwest Missouri State University
Bachelor's degree, Business Administration and Management, General
Jeremy Geller's JPMorgan Private Bank Experience July 2001 - Present
Job Head of Financial Institutions Group, U.S. Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank July 2001 - Present
J.P. Morgan Chase Foundation February 2013 - March 2015
J.P. Morgan December 2012 - March 2015
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Investments, Investment Banking, Capital Markets, Private Equity, Series 7, Valuation, Portfolio Management, Derivatives, Wealth Management, Financial Modeling, Asset Managment, Asset Allocation, Investment Management, Credit, Securities
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.), Policy Analysis and Management
Jericho High School 1993 — 1997
JPMorgan Private Bank July 2001 - Present
J.P. Morgan Chase Foundation February 2013 - March 2015
J.P. Morgan December 2012 - March 2015
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Investments, Investment Banking, Capital Markets, Private Equity, Series 7, Valuation, Portfolio Management, Derivatives, Wealth Management, Financial Modeling, Asset Managment, Asset Allocation, Investment Management, Credit, Securities
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.), Policy Analysis and Management
Jericho High School 1993 — 1997
Nick DiSanto's JPMorgan Private Bank Experience August 2000 - Present
Job Executive Director at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 2000 - Present
JPMorgan Chase August 2000 - March 2009
Bank One October 1998 - August 2000
Skills
Investments, Commercial Banking, Credit, Loans, Strategic Financial..., Wealth Management..., Finance, Private Banking, Banking, Mortgage Lending, Commercial Lending, Portfolio Management, Cash Management, Wealth, Small Business Lending, Credit Analysis, Wealth Management, Small Business, Asset Management, Mutual Funds, Fixed Income, Securities, Asset Allocation, Series 7, Investment Banking
Education
Cleveland State University 1987 — 1991
Master of Business Adminitration, Finance
University of Dayton 1982 — 1986
Bachelor of Science in Business Administration, Marketing
Lake Catholic High School 1978 — 1982
JPMorgan Private Bank August 2000 - Present
JPMorgan Chase August 2000 - March 2009
Bank One October 1998 - August 2000
Skills
Investments, Commercial Banking, Credit, Loans, Strategic Financial..., Wealth Management..., Finance, Private Banking, Banking, Mortgage Lending, Commercial Lending, Portfolio Management, Cash Management, Wealth, Small Business Lending, Credit Analysis, Wealth Management, Small Business, Asset Management, Mutual Funds, Fixed Income, Securities, Asset Allocation, Series 7, Investment Banking
Education
Cleveland State University 1987 — 1991
Master of Business Adminitration, Finance
University of Dayton 1982 — 1986
Bachelor of Science in Business Administration, Marketing
Lake Catholic High School 1978 — 1982
Curt Edwards's JPMorgan Private Bank Experience 2008 - 2012
Job Director, Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank February 2012 - Present
JPMorgan Private Bank 2008 - 2012
United States Trust Company 2007 - 2008
Wells Fargo/Wachovia Wealth Management 2006 - 2007
Skills
Mergers & Acquisitions, Financial Analysis, Finance, Strategic Financial..., Strategy, Risk Management, Leadership, Management, Banking, Change Management, Process Improvement, Investments, Financial Modeling, Portfolio Management, Business Strategy, Credit, Financial Planning
Education
Boston University 1985 — 1989
BSBA, Finance
Fifth Third Private Bank February 2012 - Present
JPMorgan Private Bank 2008 - 2012
United States Trust Company 2007 - 2008
Wells Fargo/Wachovia Wealth Management 2006 - 2007
Skills
Mergers & Acquisitions, Financial Analysis, Finance, Strategic Financial..., Strategy, Risk Management, Leadership, Management, Banking, Change Management, Process Improvement, Investments, Financial Modeling, Portfolio Management, Business Strategy, Credit, Financial Planning
Education
Boston University 1985 — 1989
BSBA, Finance
Katherine Finnegan's JPMorgan Private Bank Experience July 2009 - July 2012
Job MBA Candidate at Kellogg School of Management Class of 2016
Industry Marketing and Advertising
Experience
Kellogg School of Management September 2014 - Present
Teach For America August 2012 - June 2014
Teach For America August 2012 - June 2013
JPMorgan Private Bank July 2009 - July 2012
JP Morgan May 2008 - August 2008
Skills
Strategy, Finance, Data Analysis, Bloomberg, Economics, Financial Analysis, Analytics, Microsoft Excel, Valuation, Financial Modeling, Market Research, Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bowdoin College 2005 — 2009
B.A., History, Economics
Kellogg School of Management September 2014 - Present
Teach For America August 2012 - June 2014
Teach For America August 2012 - June 2013
JPMorgan Private Bank July 2009 - July 2012
JP Morgan May 2008 - August 2008
Skills
Strategy, Finance, Data Analysis, Bloomberg, Economics, Financial Analysis, Analytics, Microsoft Excel, Valuation, Financial Modeling, Market Research, Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bowdoin College 2005 — 2009
B.A., History, Economics
Milligan Louise's JPMorgan Private Bank Experience
Job Managing Director at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank
Skills
Hedge Funds, Fixed Income, Equities
Education
Cornell University
Bachelor of Science (BS)
JPMorgan Private Bank
Skills
Hedge Funds, Fixed Income, Equities
Education
Cornell University
Bachelor of Science (BS)
Lorraine Gallagher, CFP, CTFA, CRPC's JPMorgan Private Bank Experience February 1989 - July 2010
Job Currently searching for new opportunity in Fiduciary Administration
Industry Financial Services
Experience
J.P. Morgan July 2010 - November 2014
JPMorgan Private Bank February 1989 - July 2010
Bank One September 1984 - February 1989
MIT May 1978 - September 1980
City of Quincy September 1976 - May 1980
Skills
Wealth Management, Banking, Retirement Planning, Baking, Certified Financial..., Fixed Income, Financial Services, Asset Management, Asset Allocation, Trust & Estate, Novel Writing, Illustration & drawing, Chain Maille creation, Sewing and Design, Teddy Bears, Customer Service
Education
Wilton 2012 — 2012
Cake decorating, Pass
College of Financial Planning
Chartered Retirement Planning Councelor, Retirement Planning
JPMorgan Trust School I, II, III & IV 2003 — 2007
CTFA, Trust and estate administration
College of DuPage 1988 — 1992
Graphic Arts & Illustration, A's for every course
Wheaton College 1981 — 1985
Lit/Psych, English
J.P. Morgan July 2010 - November 2014
JPMorgan Private Bank February 1989 - July 2010
Bank One September 1984 - February 1989
MIT May 1978 - September 1980
City of Quincy September 1976 - May 1980
Skills
Wealth Management, Banking, Retirement Planning, Baking, Certified Financial..., Fixed Income, Financial Services, Asset Management, Asset Allocation, Trust & Estate, Novel Writing, Illustration & drawing, Chain Maille creation, Sewing and Design, Teddy Bears, Customer Service
Education
Wilton 2012 — 2012
Cake decorating, Pass
College of Financial Planning
Chartered Retirement Planning Councelor, Retirement Planning
JPMorgan Trust School I, II, III & IV 2003 — 2007
CTFA, Trust and estate administration
College of DuPage 1988 — 1992
Graphic Arts & Illustration, A's for every course
Wheaton College 1981 — 1985
Lit/Psych, English
Fahim Karim's JPMorgan Private Bank Experience April 2007 - Present
Job AVP Global AML Compliance
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan February 2014 - Present
JPMorgan Private Bank April 2007 - Present
Guidance Financial Group August 2006 - April 2007
JPMorgan Private Bank April 2003 - August 2006
JPMorgan Private Bank July 1997 - March 2003
JPMorgan Private Bank October 1996 - July 1997
Skills
Risk Management, Change Management, Management, Leadership, Strategy, Financial Risk, Business Analysis, Analysis
Education
Middlesex University 1994 — 1996
Bachelor of Arts, Accounting and Finance
AAOIFI
Course
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan February 2014 - Present
JPMorgan Private Bank April 2007 - Present
Guidance Financial Group August 2006 - April 2007
JPMorgan Private Bank April 2003 - August 2006
JPMorgan Private Bank July 1997 - March 2003
JPMorgan Private Bank October 1996 - July 1997
Skills
Risk Management, Change Management, Management, Leadership, Strategy, Financial Risk, Business Analysis, Analysis
Education
Middlesex University 1994 — 1996
Bachelor of Arts, Accounting and Finance
AAOIFI
Course
Chris Cecil's JPMorgan Private Bank Experience August 2002 - August 2006
Job Biltmore Family Office, LLC
Industry Investment Management
Experience
Biltmore Family Office, LLC January 2008 - Present
GenSpring Family Offices, LLC August 2006 - August 2012
JPMorgan Private Bank August 2002 - August 2006
Brown Brothers Harriman August 1987 - March 2002
Skills
Asset Allocation, Investment Management, High Net Worth..., Family Office, Entrepreneurship
Education
UNC Chapel Hill 1983 — 1987
BSBA, Business, Management, Marketing, and Related Support Services
Harvard Business School 1999 — 1999
Executive Education, Investment Management Leadership
Darden Business School 1998 — 1998
Executive Education, Organizational Leadership
Saint Mark's School, Southboro, MA 1979 — 1983
Graduate, Honors
Biltmore Family Office, LLC January 2008 - Present
GenSpring Family Offices, LLC August 2006 - August 2012
JPMorgan Private Bank August 2002 - August 2006
Brown Brothers Harriman August 1987 - March 2002
Skills
Asset Allocation, Investment Management, High Net Worth..., Family Office, Entrepreneurship
Education
UNC Chapel Hill 1983 — 1987
BSBA, Business, Management, Marketing, and Related Support Services
Harvard Business School 1999 — 1999
Executive Education, Investment Management Leadership
Darden Business School 1998 — 1998
Executive Education, Organizational Leadership
Saint Mark's School, Southboro, MA 1979 — 1983
Graduate, Honors
Jay Dearth's JPMorgan Private Bank Experience July 2012 - Present
Job Mortgage Underwriting Team Lead at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank July 2012 - Present
JPMorgan Chase January 2010 - July 2012
US Bank June 2006 - December 2009
Huntington National Bank March 1999 - May 2006
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Commercial Banking, Branch Banking, Small Business Lending, Cross Selling, Commercial Lending, Lines Of Credit, Mortgage Banking, Credit Analysis, Loan Origination, Branch Management
Education
Franklin University
Financial Management
JPMorgan Private Bank July 2012 - Present
JPMorgan Chase January 2010 - July 2012
US Bank June 2006 - December 2009
Huntington National Bank March 1999 - May 2006
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Commercial Banking, Branch Banking, Small Business Lending, Cross Selling, Commercial Lending, Lines Of Credit, Mortgage Banking, Credit Analysis, Loan Origination, Branch Management
Education
Franklin University
Financial Management
Tracy Riordan's JPMorgan Private Bank Experience May 2010 - Present
Job Senior CSA Associate
Industry Financial Services
Experience
JPMorgan Private Bank May 2010 - Present
JP Morgan May 2010 - December 2011
Wells Fargo Investments December 2005 - May 2010
Skills
Mutual Funds, Series 24, Series 7, Series 63, Fixed Income, Equities, Supervisory Experience, Banking, Financial Services, ETFs, Securities, Bonds, Investment Strategies
Education
Arizona State University
Bachelor of Arts (B.A.), History, Summa Cum Laude
JPMorgan Private Bank May 2010 - Present
JP Morgan May 2010 - December 2011
Wells Fargo Investments December 2005 - May 2010
Skills
Mutual Funds, Series 24, Series 7, Series 63, Fixed Income, Equities, Supervisory Experience, Banking, Financial Services, ETFs, Securities, Bonds, Investment Strategies
Education
Arizona State University
Bachelor of Arts (B.A.), History, Summa Cum Laude
Stacy Howell-Pereira's JPMorgan Private Bank Experience August 2003 - August 2007
Job Senior Compliance Officer at KKR
Industry Financial Services
Experience
KKR May 2015 - Present
Interactive Data Corporation June 2012 - May 2015
Guggenheim Partners Latin America, Inc March 2010 - June 2012
Guggenheim Partners - Guggenheim Investment Advisors August 2007 - February 2010
JPMorgan Private Bank August 2003 - August 2007
Zurich Capital Markets 2002 - August 2003
Akin, Gump, Strauss, Hauer & Feld LLP 1999 - 2002
Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Corporate Governance, AML, Investment Advisers Act, FINRA, Equities, Capital Markets, OFAC, Mutual Funds, KYC, Alternative Investments, Risk Management
Education
Nova Southeastern University 2010 — 2011
MBA, Management
Baruch College 2000 — 2004
BBA, Entrepreneurial Management
St. Joseph's Convent, POS
KKR May 2015 - Present
Interactive Data Corporation June 2012 - May 2015
Guggenheim Partners Latin America, Inc March 2010 - June 2012
Guggenheim Partners - Guggenheim Investment Advisors August 2007 - February 2010
JPMorgan Private Bank August 2003 - August 2007
Zurich Capital Markets 2002 - August 2003
Akin, Gump, Strauss, Hauer & Feld LLP 1999 - 2002
Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Corporate Governance, AML, Investment Advisers Act, FINRA, Equities, Capital Markets, OFAC, Mutual Funds, KYC, Alternative Investments, Risk Management
Education
Nova Southeastern University 2010 — 2011
MBA, Management
Baruch College 2000 — 2004
BBA, Entrepreneurial Management
St. Joseph's Convent, POS
Pablo Herrero's JPMorgan Private Bank Experience 2007 - 2007
Job Head of PPNR Modeling at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2015 - Present
Citi 2008 - Present
JPMorgan Private Bank 2007 - 2007
Orange Business Services 2000 - 2006
Deutsche Telekom / T - Systems 1998 - 2000
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA), Passed all 3 levels of CFA designation
City University of New York-Baruch College 2003 — 2005
Finance and Investments, MBA
Polytechnic University of Madrid, Spain
Engineering Degree, Telecommunications
RBC Capital Markets March 2015 - Present
Citi 2008 - Present
JPMorgan Private Bank 2007 - 2007
Orange Business Services 2000 - 2006
Deutsche Telekom / T - Systems 1998 - 2000
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA), Passed all 3 levels of CFA designation
City University of New York-Baruch College 2003 — 2005
Finance and Investments, MBA
Polytechnic University of Madrid, Spain
Engineering Degree, Telecommunications
Eric Robson's JPMorgan Private Bank Experience February 2007 - Present
Job Sr. Account Officer Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2007 - Present
JPMorgan Private Bank February 2007 - Present
Wells Fargo December 2005 - February 2007
Wachovia Bank December 2005 - February 2007
ING DIRECT January 2005 - December 2005
ING DIRECT January 2005 - December 2005
Skills
FINRA Series 7, FINRA Series 63, Microsoft Office, Banking, Finance, Loans, Financial Services, Credit, Securities, Fixed Income, Mutual Funds, Mortgage Lending, Private Banking, Cross Selling, Accounting, Underwriting, Financial Analysis, Investment Management, Sales, Risk Management, Small Business, Tax, Investments
Education
Indiana University Bloomington 1998 — 2001
81 Credit Hours Completed, General Studies
Indiana University
Bachelor of Arts
JPMorgan Chase February 2007 - Present
JPMorgan Private Bank February 2007 - Present
Wells Fargo December 2005 - February 2007
Wachovia Bank December 2005 - February 2007
ING DIRECT January 2005 - December 2005
ING DIRECT January 2005 - December 2005
Skills
FINRA Series 7, FINRA Series 63, Microsoft Office, Banking, Finance, Loans, Financial Services, Credit, Securities, Fixed Income, Mutual Funds, Mortgage Lending, Private Banking, Cross Selling, Accounting, Underwriting, Financial Analysis, Investment Management, Sales, Risk Management, Small Business, Tax, Investments
Education
Indiana University Bloomington 1998 — 2001
81 Credit Hours Completed, General Studies
Indiana University
Bachelor of Arts
Jacqueline Elias's JPMorgan Private Bank Experience January 2000 - Present
Job Managing Director, JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank January 2000 - Present
The New York Community Trust July 1995 - January 2000
The Boston Foundation September 1992 - June 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Philanthropy, Nonprofits
Education
Tufts University 1992 — 1994
Master's Degree, Urban and Environmental Policy
Hamilton College 1986 — 1989
Bachelor's degree, Economics
JPMorgan Private Bank January 2000 - Present
The New York Community Trust July 1995 - January 2000
The Boston Foundation September 1992 - June 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Philanthropy, Nonprofits
Education
Tufts University 1992 — 1994
Master's Degree, Urban and Environmental Policy
Hamilton College 1986 — 1989
Bachelor's degree, Economics
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank