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
John Gushman John Gushman's JPMorgan Private Bank Experience 2006 - 2007
Job Associate, Healthcare Investment Banking
Industry Investment Banking
Experience
BMO Capital Markets August 2010 - Present
Montgomery & Co., LLC October 2008 - July 2010
Financial Technology Partners June 2007 - September 2008
JPMorgan Private Bank 2006 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Life Science Industry, Financial Technology, Capital Markets, Yoga
Education
Summit High School
University of Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
Danish Institute for Study Abroad 2005 — 2005
International Business and European Economic Studies
BMO Capital Markets August 2010 - Present
Montgomery & Co., LLC October 2008 - July 2010
Financial Technology Partners June 2007 - September 2008
JPMorgan Private Bank 2006 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Life Science Industry, Financial Technology, Capital Markets, Yoga
Education
Summit High School
University of Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
Danish Institute for Study Abroad 2005 — 2005
International Business and European Economic Studies
Joel Cirkot Joel Cirkot's JPMorgan Private Bank Experience September 2009 - March 2010
Job Pursuit strategy at Ernst & Young LLP / Alternative investments marketing communications professional
Industry Financial Services
Experience
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Melody K. Clark's JPMorgan Private Bank Experience August 2011 - Present
Job JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
Stonebraker Leah Stonebraker Leah's JPMorgan Private Bank Experience January 2010 - May 2012
Job AVP, Citibank Global Loan Support
Industry Banking
Experience
Citi September 2013 - Present
J.P. Morgan Investment Bank May 2012 - Present
J.P.Morgan Private Bank January 2010 - May 2012
JPMorgan Private Bank November 2006 - December 2010
J.P.Morgan Bank October 2004 - November 2006
Skills
Advanced Microsoft Excel, Advanced Microsoft..., Advanced Microsoft..., MQ Windows, SQL, Formerly a Licensed...
Education
Wilmington College 2007 — 2009
MBA, Business Administration
University of Delaware 1999 — 2003
BSBA, Business Administration
Middletown High School 1995 — 1999
High School Diploma
Citi September 2013 - Present
J.P. Morgan Investment Bank May 2012 - Present
J.P.Morgan Private Bank January 2010 - May 2012
JPMorgan Private Bank November 2006 - December 2010
J.P.Morgan Bank October 2004 - November 2006
Skills
Advanced Microsoft Excel, Advanced Microsoft..., Advanced Microsoft..., MQ Windows, SQL, Formerly a Licensed...
Education
Wilmington College 2007 — 2009
MBA, Business Administration
University of Delaware 1999 — 2003
BSBA, Business Administration
Middletown High School 1995 — 1999
High School Diploma
William Munley William Munley's JPMorgan Private Bank Experience March 2008 - April 2010
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays April 2015 - Present
Barclays October 2012 - April 2015
J.P. Morgan April 2010 - October 2012
JPMorgan Private Bank March 2008 - April 2010
JPMorgan Private Bank February 2007 - March 2008
JPMorganChase October 2005 - February 2007
JPMorganChase August 2004 - October 2005
Merck & Co. May 2003 - August 2004
Schering-Plough May 2002 - August 2002
BD May 2001 - August 2001
Skills
Project Management, Business Process..., Six Sigma, Process Improvement, Portfolio Management, Change Management, Business Analysis, Business Strategy, Financial Modeling, Risk Management, Business Process..., Continuous Improvement, Lean Manufacturing, Performance Improvement, Process Optimization, Data Analysis, Budget Forecasts, Operating Budgets, Knowledge Management, Cost Efficiency, Analysis, Leadership, Program Management, Management, Banking, PMO, Business Planning
Education
Stevens Institute of Technology 1999 — 2004
BE, Engineering Management
Kearny High School 1995 — 1999
Barclays April 2015 - Present
Barclays October 2012 - April 2015
J.P. Morgan April 2010 - October 2012
JPMorgan Private Bank March 2008 - April 2010
JPMorgan Private Bank February 2007 - March 2008
JPMorganChase October 2005 - February 2007
JPMorganChase August 2004 - October 2005
Merck & Co. May 2003 - August 2004
Schering-Plough May 2002 - August 2002
BD May 2001 - August 2001
Skills
Project Management, Business Process..., Six Sigma, Process Improvement, Portfolio Management, Change Management, Business Analysis, Business Strategy, Financial Modeling, Risk Management, Business Process..., Continuous Improvement, Lean Manufacturing, Performance Improvement, Process Optimization, Data Analysis, Budget Forecasts, Operating Budgets, Knowledge Management, Cost Efficiency, Analysis, Leadership, Program Management, Management, Banking, PMO, Business Planning
Education
Stevens Institute of Technology 1999 — 2004
BE, Engineering Management
Kearny High School 1995 — 1999
Deeksha Prakash Deeksha Prakash's JPMorgan Private Bank Experience January 2004 - July 2006
Job Research & Strategy Consultant
Industry Philanthropy
Experience
Stupski Foundation April 2008 - November 2011
JPMorgan Private Bank January 2004 - July 2006
Global Education Partnership October 2002 - December 2003
Human Rights Watch June 2002 - September 2002
Center for Strategic and International Studies (CSIS) March 2001 - May 2001
UNDP June 1999 - July 1999
Skills
Philanthropy, Policy Analysis, Non-profits, Program Development, Program Evaluation, Strategic Communications, Fundraising, Community Outreach, Nonprofits, Grants, Qualitative Research, Public Policy, Grant Writing, Research, Organizational..., Staff Development, Workshop Facilitation, Volunteer Management, Policy, International..., Program Management, Public Speaking, Leadership Development, Higher Education, Instructional Design, Leadership, Curriculum Development, Event Planning, Strategic Planning
Education
Stanford University
MA, International Education Administration and Policy Analysis
Asociacion Escuelas Lincoln
IB Diploma
Washington and Lee University
BA, Politics
Stupski Foundation April 2008 - November 2011
JPMorgan Private Bank January 2004 - July 2006
Global Education Partnership October 2002 - December 2003
Human Rights Watch June 2002 - September 2002
Center for Strategic and International Studies (CSIS) March 2001 - May 2001
UNDP June 1999 - July 1999
Skills
Philanthropy, Policy Analysis, Non-profits, Program Development, Program Evaluation, Strategic Communications, Fundraising, Community Outreach, Nonprofits, Grants, Qualitative Research, Public Policy, Grant Writing, Research, Organizational..., Staff Development, Workshop Facilitation, Volunteer Management, Policy, International..., Program Management, Public Speaking, Leadership Development, Higher Education, Instructional Design, Leadership, Curriculum Development, Event Planning, Strategic Planning
Education
Stanford University
MA, International Education Administration and Policy Analysis
Asociacion Escuelas Lincoln
IB Diploma
Washington and Lee University
BA, Politics
John Wallace, CFA John Wallace, CFA's JPMorgan Private Bank Experience June 2010 - July 2010
Job Head of Global Equity and Real Asset Strategies at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners December 2011 - Present
Franklin Street Partners January 2011 - Present
Belltower Advisors, LLC August 2010 - August 2010
JPMorgan Private Bank June 2010 - July 2010
Smith Breeden Associates 2006 - 2009
Main Street Restaurant Group, Inc. 2003 - 2006
MarketBridge 2002 - 2003
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Strategy, Equities, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Equity Research, Fund Of Funds, Bloomberg, Capital Markets, Mutual Funds, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA
Franklin Street Partners December 2011 - Present
Franklin Street Partners January 2011 - Present
Belltower Advisors, LLC August 2010 - August 2010
JPMorgan Private Bank June 2010 - July 2010
Smith Breeden Associates 2006 - 2009
Main Street Restaurant Group, Inc. 2003 - 2006
MarketBridge 2002 - 2003
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Strategy, Equities, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Equity Research, Fund Of Funds, Bloomberg, Capital Markets, Mutual Funds, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA
Elena Batalla Elena Batalla's JPMorgan Private Bank Experience July 2003 - July 2006
Job Education and Finance
Industry Financial Services
Experience
Presidio Knolls School October 2013 - Present
Kellett School – British International School December 2011 - June 2012
JPMorgan Chase July 2006 - March 2009
JPMorgan Private Bank July 2003 - July 2006
IFC - International Finance Corporation January 2003 - July 2003
Morgan Stanley January 2003 - June 2003
Skills
Foreign Languages, Mandarin, Spanish
Education
The University of Hong Kong 2009 — 2011
Master's Degree, School of Chinese, Full-Time Post-Graduate Mandarin Degree
The American University 1998 — 2003
Bachelor's Degree, International Finance, GPA: 3.8/4.0, GPA in Major: 3.9/4.0. Magna Cum Laude
The Chinese University of Hong Kong 2002 — 2002
International Finance
Presidio Knolls School October 2013 - Present
Kellett School – British International School December 2011 - June 2012
JPMorgan Chase July 2006 - March 2009
JPMorgan Private Bank July 2003 - July 2006
IFC - International Finance Corporation January 2003 - July 2003
Morgan Stanley January 2003 - June 2003
Skills
Foreign Languages, Mandarin, Spanish
Education
The University of Hong Kong 2009 — 2011
Master's Degree, School of Chinese, Full-Time Post-Graduate Mandarin Degree
The American University 1998 — 2003
Bachelor's Degree, International Finance, GPA: 3.8/4.0, GPA in Major: 3.9/4.0. Magna Cum Laude
The Chinese University of Hong Kong 2002 — 2002
International Finance
Andy O'Connell Andy O'Connell's JPMorgan Private Bank Experience February 2007 - October 2013
Job Account Vice President Wealth Management, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services October 2013 - Present
JPMorgan Private Bank February 2007 - October 2013
JPMorgan Private Wealth Management March 2005 - February 2007
Education
Southern Methodist University 1998 — 2002
Finance
UBS Financial Services October 2013 - Present
JPMorgan Private Bank February 2007 - October 2013
JPMorgan Private Wealth Management March 2005 - February 2007
Education
Southern Methodist University 1998 — 2002
Finance
John Keeton, CFA John Keeton, CFA's JPMorgan Private Bank Experience August 2010 - July 2013
Job Wealth Strategist at Covenant Multifamily Offices, LLC
Industry Investment Management
Experience
Covenant July 2013 - Present
JPMorgan - Private Bank August 2010 - July 2013
Frost Bank / Covenant Multifamily Office May 2009 - August 2010
SMH Capital February 2008 - May 2009
Cougar Investment Fund 2007 - 2008
Education
Garland High School 1994 — 1998
Texas State University
BBA - Finance
University of Houston
Masters of Science - Finance
Covenant July 2013 - Present
JPMorgan - Private Bank August 2010 - July 2013
Frost Bank / Covenant Multifamily Office May 2009 - August 2010
SMH Capital February 2008 - May 2009
Cougar Investment Fund 2007 - 2008
Education
Garland High School 1994 — 1998
Texas State University
BBA - Finance
University of Houston
Masters of Science - Finance
Rachel Barone Rachel Barone's JPMorgan Private Bank Experience August 2005 - November 2011
Job Director, Business Development at American Express
Industry Financial Services
Experience
American Express December 2011 - Present
JPMorgan Private Bank August 2005 - November 2011
Skills
Business Development, Portfolio Management, Financial Services, Credit Cards, Relationship Management, Investments, Bloomberg, Due Diligence, Private Banking, Networking, Financial Markets, High Net Worth..., Client-focused, Strategy, Business Strategy, Hedge Funds
Education
University of Pennsylvania 2001 — 2005
B.A., Psychology
American Express December 2011 - Present
JPMorgan Private Bank August 2005 - November 2011
Skills
Business Development, Portfolio Management, Financial Services, Credit Cards, Relationship Management, Investments, Bloomberg, Due Diligence, Private Banking, Networking, Financial Markets, High Net Worth..., Client-focused, Strategy, Business Strategy, Hedge Funds
Education
University of Pennsylvania 2001 — 2005
B.A., Psychology
Cassandra Lenahan Cassandra Lenahan's JPMorgan Private Bank Experience August 1997 - August 2002
Job Experienced Marketing and Communications Professional
Industry Financial Services
Experience
Gargiulo + Partners 2010 - Present
Citi Private Bank April 2005 - November 2008
Bank of America September 2002 - March 2005
JPMorgan Private Bank August 1997 - August 2002
Merrill Lynch 1993 - 1997
Skills
Financial Services, Alternative Investments, Strategy
Education
French Culinary Institute 2010 — 2011
Classic Culinary Arts
University of Michigan 1989 — 1993
BA, International Relations
American School in London 1988 — 1989
Gargiulo + Partners 2010 - Present
Citi Private Bank April 2005 - November 2008
Bank of America September 2002 - March 2005
JPMorgan Private Bank August 1997 - August 2002
Merrill Lynch 1993 - 1997
Skills
Financial Services, Alternative Investments, Strategy
Education
French Culinary Institute 2010 — 2011
Classic Culinary Arts
University of Michigan 1989 — 1993
BA, International Relations
American School in London 1988 — 1989
Julie Shoemaker's JPMorgan Private Bank Experience June 2002 - August 2013
Job Assistant Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2013 - Present
JPMorgan Private Bank June 2002 - August 2013
Skills
Sales
Education
Regis University 2000 — 2007
Bachelors of Science, Business Managment
Morgan Stanley Private Wealth Management August 2013 - Present
JPMorgan Private Bank June 2002 - August 2013
Skills
Sales
Education
Regis University 2000 — 2007
Bachelors of Science, Business Managment
Timothy DeAngelo, CFA's JPMorgan Private Bank Experience June 2011 - January 2014
Job Investment Analyst at Wharton Business Group, LLC
Industry Financial Services
Experience
Wharton Business Group, LLC February 2015 - Present
Zeke Capital Advisors, LLC February 2014 - January 2015
JPMorgan Private Bank June 2011 - January 2014
Susquehanna International Group October 2009 - January 2011
Susquehanna International Group August 2001 - October 2009
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S., Economics
Wharton Business Group, LLC February 2015 - Present
Zeke Capital Advisors, LLC February 2014 - January 2015
JPMorgan Private Bank June 2011 - January 2014
Susquehanna International Group October 2009 - January 2011
Susquehanna International Group August 2001 - October 2009
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S., Economics
Deborah Koch Deborah Koch's JPMorgan Private Bank Experience October 2010 - Present
Job Vice President, Marketing at J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank October 2010 - Present
Gibraltar Private Bank & Trust June 2001 - October 2010
Education
University of Florida 1987 — 1991
JPMorgan Private Bank October 2010 - Present
Gibraltar Private Bank & Trust June 2001 - October 2010
Education
University of Florida 1987 — 1991
Susan Gaudin-Mountain's JPMorgan Private Bank Experience February 2008 - Present
Job Loan Coordinator at JPMorgan Private Bank
Industry Banking
Experience
JPMorgan Private Bank February 2008 - Present
Skills
Credit, Banking
Education
University of New Orleans
JPMorgan Private Bank February 2008 - Present
Skills
Credit, Banking
Education
University of New Orleans
Sháka Rasheed's JPMorgan Private Bank Experience September 1999 - July 2003
Job Managing Director, Head of Alternative Investments Americas at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management February 2013 - Present
Citadel Asset Management September 2010 - November 2012
J.P.Morgan Asset Management September 2004 - August 2010
JPMorgan Chase August 1994 - July 2010
JPMorgan Funds July 2003 - September 2004
J.P.Morgan Private Bank September 1999 - July 2003
J.P.Morgan Securities Inc. September 1994 - September 1999
Merrill Lynch & Company July 1993 - July 1994
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Investment Management, Commodity, Investor Relations, Business Development, Real Estate, Sales, High Frequency Trading, Macro, Mutual Funds, Asset Managment, Securities, Alternative Investments
Education
Harvard Business School 1999 — 2001
MBA
Morehouse College 1989 — 1993
BA
Miami Central Senior High School 1986 — 1989
Diploma, High Honors
Lazard Asset Management February 2013 - Present
Citadel Asset Management September 2010 - November 2012
J.P.Morgan Asset Management September 2004 - August 2010
JPMorgan Chase August 1994 - July 2010
JPMorgan Funds July 2003 - September 2004
J.P.Morgan Private Bank September 1999 - July 2003
J.P.Morgan Securities Inc. September 1994 - September 1999
Merrill Lynch & Company July 1993 - July 1994
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Investment Management, Commodity, Investor Relations, Business Development, Real Estate, Sales, High Frequency Trading, Macro, Mutual Funds, Asset Managment, Securities, Alternative Investments
Education
Harvard Business School 1999 — 2001
MBA
Morehouse College 1989 — 1993
BA
Miami Central Senior High School 1986 — 1989
Diploma, High Honors
Jennifer Rinaldi-Soler Jennifer Rinaldi-Soler's JPMorgan Private Bank Experience 2000 - 2004
Job Executive Assistant at ESPN
Industry Media Production
Experience
ESPN August 2015 - Present
JPMorgan Chase Bank December 2011 - August 2014
JPMorgan Chase Bank November 2010 - December 2011
JPMorgan Chase Bank April 2005 - February 2011
JPMorgan Private Bank 2000 - 2004
JPMorgan Private Bank 2000 - 2004
Skills
Outlook, Process Improvement, Microsoft Excel, Project Management, Customer Service, Business Analysis, Onboarding, Microsoft Office, PowerPoint, Change Management, Program Management, Performance Management, Human Resources, Financial Services, Vendor Management, Recruiting, Risk Management, Management
Education
University of Phoenix 2002 — 2008
BSBM, Business Management
Pace University - Lubin School of Business 1990 — 1993
Business, Management, Marketing, and Related Support Services
ESPN August 2015 - Present
JPMorgan Chase Bank December 2011 - August 2014
JPMorgan Chase Bank November 2010 - December 2011
JPMorgan Chase Bank April 2005 - February 2011
JPMorgan Private Bank 2000 - 2004
JPMorgan Private Bank 2000 - 2004
Skills
Outlook, Process Improvement, Microsoft Excel, Project Management, Customer Service, Business Analysis, Onboarding, Microsoft Office, PowerPoint, Change Management, Program Management, Performance Management, Human Resources, Financial Services, Vendor Management, Recruiting, Risk Management, Management
Education
University of Phoenix 2002 — 2008
BSBM, Business Management
Pace University - Lubin School of Business 1990 — 1993
Business, Management, Marketing, and Related Support Services
Jessica George Jessica George's JPMorgan Private Bank Experience June 2006 - January 2009
Job Publisher at Felix Magazine
Industry Education Management
Experience
Felix Magazine 2012 - Present
Hasana, Inc. January 2009 - Present
The Apareció Foundation October 2008 - Present
JPMorgan Private Bank June 2006 - January 2009
Providus 2005 - 2006
Jimmy John's 2003 - 2005
Skills
Non-profits, Fundraising, Leadership, Event Planning, Public Speaking, Program Management, Social Media Marketing, Nonprofits, Marketing, Retail, Social Networking, Blogging, Social Media, Fashion, Time Management, Photoshop, Private Bank, Private Banking, Due Diligence, Wealth Management..., Full-life Cycle..., Recruiting, Contract Recruitment, Website Development, WordPress, Entrepreneurship, Social Entrepreneurship, Social Enterprise, Publishing, New Account Opening, Transitioning Client..., Client Experience, Project Management, Product Development, Product Design, Finance, Financial Services, Marketing Strategy, Marketing Communications, Cause Marketing, USA PATRIOT Act, Compliance, Networking, New Business Development, Private Wealth..., Private Wealth, Program Development, Non-profit Program..., Curriculum Design, Curriculum Development
Education
University of Illinois at Urbana-Champaign 1999 — 2004
BS, Political Science
Felix Magazine 2012 - Present
Hasana, Inc. January 2009 - Present
The Apareció Foundation October 2008 - Present
JPMorgan Private Bank June 2006 - January 2009
Providus 2005 - 2006
Jimmy John's 2003 - 2005
Skills
Non-profits, Fundraising, Leadership, Event Planning, Public Speaking, Program Management, Social Media Marketing, Nonprofits, Marketing, Retail, Social Networking, Blogging, Social Media, Fashion, Time Management, Photoshop, Private Bank, Private Banking, Due Diligence, Wealth Management..., Full-life Cycle..., Recruiting, Contract Recruitment, Website Development, WordPress, Entrepreneurship, Social Entrepreneurship, Social Enterprise, Publishing, New Account Opening, Transitioning Client..., Client Experience, Project Management, Product Development, Product Design, Finance, Financial Services, Marketing Strategy, Marketing Communications, Cause Marketing, USA PATRIOT Act, Compliance, Networking, New Business Development, Private Wealth..., Private Wealth, Program Development, Non-profit Program..., Curriculum Design, Curriculum Development
Education
University of Illinois at Urbana-Champaign 1999 — 2004
BS, Political Science
Ayana Todd Ayana Todd's JPMorgan Private Bank Experience 2003 - 2006
Job Manager at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies June 2015 - Present
Charles Schwab January 2014 - June 2015
Deloitte Consulting September 2011 - January 2014
Ariel Investments July 2006 - May 2009
JPMorgan Private Bank 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Marketing Strategy, Operating Models, Asset Managment, Management Consulting, Finance, Business Strategy, M&A execution, Private Client Work, Investments, Acquisition Integration, Equity Research, Project Management, Product Management, Strategy, Management, Analytics, Valuation, Portfolio Management
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, General Management
Spelman College 1999 — 2003
BA, Economics
Warner Bros. Entertainment Group of Companies June 2015 - Present
Charles Schwab January 2014 - June 2015
Deloitte Consulting September 2011 - January 2014
Ariel Investments July 2006 - May 2009
JPMorgan Private Bank 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Marketing Strategy, Operating Models, Asset Managment, Management Consulting, Finance, Business Strategy, M&A execution, Private Client Work, Investments, Acquisition Integration, Equity Research, Project Management, Product Management, Strategy, Management, Analytics, Valuation, Portfolio Management
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, General Management
Spelman College 1999 — 2003
BA, Economics
Michael Breazeale, CAIA, CFA, FRM Michael Breazeale, CAIA, CFA, FRM's JPMorgan Private Bank Experience 1994 - 2003
Job at Juncture Wealth Strategies, LLC
Industry Investment Management
Experience
Juncture Wealth Strategies, LLC November 2010 - Present
Nanularity.com August 2006 - May 2011
Wells Fargo 2007 - March 2010
Bank of America 2004 - 2007
JPMorgan Private Bank 1994 - 2003
First NBC 1989 - 1994
U.S. Coast Guard July 1983 - July 1987
Education
CAIA Association 2010 — 2011
CAIA, Alternative Investments
Rutgers, The State University of New Jersey-Camden 2010 — 2010
Summer Course, Singularity Studies
AIMR (now CFA Institute) 1990 — 1993
CFA, Investment/Portfolio Management
University of New Orleans 1987 — 1989
B.S., Finance
Northeast High School 1976 — 1979
Juncture Wealth Strategies, LLC November 2010 - Present
Nanularity.com August 2006 - May 2011
Wells Fargo 2007 - March 2010
Bank of America 2004 - 2007
JPMorgan Private Bank 1994 - 2003
First NBC 1989 - 1994
U.S. Coast Guard July 1983 - July 1987
Education
CAIA Association 2010 — 2011
CAIA, Alternative Investments
Rutgers, The State University of New Jersey-Camden 2010 — 2010
Summer Course, Singularity Studies
AIMR (now CFA Institute) 1990 — 1993
CFA, Investment/Portfolio Management
University of New Orleans 1987 — 1989
B.S., Finance
Northeast High School 1976 — 1979
Thomas Roberts Thomas Roberts's JPMorgan Private Bank Experience 2001 - June 2004
Job Founder & CEO, Great Student Network
Industry Education Management
Experience
Great Student Network February 2007 - Present
Citigroup Private Bank - High Net Worth July 2004 - October 2006
JPMorgan Private Bank 2001 - June 2004
Wachovia Bank April 1994 - July 1999
Skills
Recruiting, Management, Leadership, Coaching, Process Improvement, Series 7, Finance, Management Consulting, Financial Analysis, Investment Banking, Investments, Business Strategy, Interviews, Financial Modeling, Equities
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Investment Management & Corp Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
William & Mary 1989 — 1993
BA, Economics, Anthropology
Greensboro Day School 1985 — 1989
Great Student Network February 2007 - Present
Citigroup Private Bank - High Net Worth July 2004 - October 2006
JPMorgan Private Bank 2001 - June 2004
Wachovia Bank April 1994 - July 1999
Skills
Recruiting, Management, Leadership, Coaching, Process Improvement, Series 7, Finance, Management Consulting, Financial Analysis, Investment Banking, Investments, Business Strategy, Interviews, Financial Modeling, Equities
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Investment Management & Corp Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
William & Mary 1989 — 1993
BA, Economics, Anthropology
Greensboro Day School 1985 — 1989
Sarah Topham Sarah Topham's JPMorgan Private Bank Experience November 2013 - September 2015
Job Controller at Terrace Energy
Industry Oil & Energy
Experience
Terrace Energy, LLC September 2015 - Present
JPMorgan Private Bank November 2013 - September 2015
Ernst & Young September 2008 - November 2013
Skills
Audit, SEC reporting, Auditing, SEC filings, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, External Audit, Accounting, CPA, Financial Reporting, Assurance, Financial Accounting, Big 4, SEC Financial Reporting, SEC Filings, Sarbanes-Oxley
Education
University of Arkansas at Fayetteville 2007 — 2008
Masters of Accountancy, Accounting
University of Arkansas at Fayetteville 2003 — 2007
Accounting, Accounting and Economics, Summa Cum Laude
Terrace Energy, LLC September 2015 - Present
JPMorgan Private Bank November 2013 - September 2015
Ernst & Young September 2008 - November 2013
Skills
Audit, SEC reporting, Auditing, SEC filings, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, External Audit, Accounting, CPA, Financial Reporting, Assurance, Financial Accounting, Big 4, SEC Financial Reporting, SEC Filings, Sarbanes-Oxley
Education
University of Arkansas at Fayetteville 2007 — 2008
Masters of Accountancy, Accounting
University of Arkansas at Fayetteville 2003 — 2007
Accounting, Accounting and Economics, Summa Cum Laude
Peter Balderston's JPMorgan Private Bank Experience 2000 - 2005
Job Portfolio Manager/Financial Advisor at Falcon Capital Management, Inc.
Industry Financial Services
Experience
Falcon Capital Management, Inc. March 2015 - Present
GenSpring Family Offices March 2006 - June 2013
JPMorgan Private Bank 2000 - 2005
JP MORGAN PRIVATE BANK 1996 - 2000
Skills
Fund Of Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Asset Managment, Banking, Credit, Due Diligence, Equities, Financial Services
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Saint Lawrence University
B.A., English
The Hotchkiss School
Falcon Capital Management, Inc. March 2015 - Present
GenSpring Family Offices March 2006 - June 2013
JPMorgan Private Bank 2000 - 2005
JP MORGAN PRIVATE BANK 1996 - 2000
Skills
Fund Of Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Asset Managment, Banking, Credit, Due Diligence, Equities, Financial Services
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Saint Lawrence University
B.A., English
The Hotchkiss School
Steven Sanders Steven Sanders's JPMorgan Private Bank Experience 2007 - 2009
Job Senior Vice President Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2013 - Present
TIAA-CREF Wealth Management Group 2009 - May 2013
JPMorgan Private Bank 2007 - 2009
JPMorgan Private Bank 2006 - 2007
JPMorgan Asset Management 2003 - 2006
JPMorgan Asset Management 2000 - 2003
JPMorgan Asset Management 1996 - 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Equities, Fixed Income, Hedge Funds, Investment Strategies, Series 7, Investment Management, Strategic Financial..., Retirement Planning, Private Equity, Banking, Financial Risk, High Net Worth..., Retirement, Wealth, Insurance, Economics, Equity Trading, Cash Management
Education
Pace University
Bachelor, Business Administration; Finance
St. Anthony's HS 1987 — 1991
U.S. Trust May 2013 - Present
TIAA-CREF Wealth Management Group 2009 - May 2013
JPMorgan Private Bank 2007 - 2009
JPMorgan Private Bank 2006 - 2007
JPMorgan Asset Management 2003 - 2006
JPMorgan Asset Management 2000 - 2003
JPMorgan Asset Management 1996 - 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Equities, Fixed Income, Hedge Funds, Investment Strategies, Series 7, Investment Management, Strategic Financial..., Retirement Planning, Private Equity, Banking, Financial Risk, High Net Worth..., Retirement, Wealth, Insurance, Economics, Equity Trading, Cash Management
Education
Pace University
Bachelor, Business Administration; Finance
St. Anthony's HS 1987 — 1991
Charlie Donaldson, MBA Charlie Donaldson, MBA's JPMorgan Private Bank Experience December 2006 - March 2012
Job Experienced College Funding Advisor ♣ Financial Planner ♣ Speaker ♣ Author ♣ Educator ♣ Entrepreneur ► Let's Connect!
Industry Higher Education
Experience
College Bound Coaching, LLC March 2012 - Present
Generational Wealth Management March 2012 - Present
Wilmington University August 2015 - Present
LegalShield August 2015 - Present
JPMorgan Private Bank December 2006 - March 2012
MetLife Financial Services October 2005 - December 2006
Legg Mason May 2006 - September 2006
Skills
Strategic Financial..., Financial Services, College Funding..., Retirement Income..., Creative Problem Solving, Public Speaking, Retirement Planning, Permanent Life Insurance, 401k Rollovers, IRAs, Individual Pension Plans, Equity Indexed Annuities, Whole Life, College Education..., Indexed Annuities, College Savings Plans, Retirement, Estate Planning, Roth IRA, Fixed Annuities, Financial Planning, Small Business, Financial Advisory, Investment Strategies, Finance, Banking, Financial Risk, Cash Management, 529 Plans, Mutual Funds, Investments, Life Insurance, Securities
Education
Wilmington University 2007 — 2009
MBA, Finance
Wilmington University 2004 — 2006
Bachelor of Science, Finance
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration
College Bound Coaching, LLC March 2012 - Present
Generational Wealth Management March 2012 - Present
Wilmington University August 2015 - Present
LegalShield August 2015 - Present
JPMorgan Private Bank December 2006 - March 2012
MetLife Financial Services October 2005 - December 2006
Legg Mason May 2006 - September 2006
Skills
Strategic Financial..., Financial Services, College Funding..., Retirement Income..., Creative Problem Solving, Public Speaking, Retirement Planning, Permanent Life Insurance, 401k Rollovers, IRAs, Individual Pension Plans, Equity Indexed Annuities, Whole Life, College Education..., Indexed Annuities, College Savings Plans, Retirement, Estate Planning, Roth IRA, Fixed Annuities, Financial Planning, Small Business, Financial Advisory, Investment Strategies, Finance, Banking, Financial Risk, Cash Management, 529 Plans, Mutual Funds, Investments, Life Insurance, Securities
Education
Wilmington University 2007 — 2009
MBA, Finance
Wilmington University 2004 — 2006
Bachelor of Science, Finance
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration
Melissa Sullivan Melissa Sullivan's JPMorgan Private Bank Experience May 2001 - May 2005
Job Financial Advisor at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2014 - Present
Women in Green Network November 2012 - Present
USGBC-Los Angeles August 2009 - August 2014
Partner Energy September 2012 - July 2014
Gaia Development November 2007 - October 2010
JPMorgan June 2005 - July 2007
JPMorgan Private Bank May 2001 - May 2005
Skills
Sustainability, LEED, Microsoft Office, Green, Analysis, Green Building, Excel, Social Media, Energy Efficiency, Strategic Planning, Research, Investments, LEED AP, Sustainable Development, Environmental Awareness, Energy Conservation, Sustainable Business, Energy, Renewable Energy, Microsoft Excel
Education
University of California, Los Angeles 1996 — 2000
BA, American Literature and Culture
Temple City High School
The PFM Group July 2014 - Present
Women in Green Network November 2012 - Present
USGBC-Los Angeles August 2009 - August 2014
Partner Energy September 2012 - July 2014
Gaia Development November 2007 - October 2010
JPMorgan June 2005 - July 2007
JPMorgan Private Bank May 2001 - May 2005
Skills
Sustainability, LEED, Microsoft Office, Green, Analysis, Green Building, Excel, Social Media, Energy Efficiency, Strategic Planning, Research, Investments, LEED AP, Sustainable Development, Environmental Awareness, Energy Conservation, Sustainable Business, Energy, Renewable Energy, Microsoft Excel
Education
University of California, Los Angeles 1996 — 2000
BA, American Literature and Culture
Temple City High School
Judson Offner's JPMorgan Private Bank Experience May 2007 - June 2008
Job Relocation Associate/Manager at TheMIGroup
Industry Human Resources
Experience
TheMIGroup March 2014 - Present
Chevron February 2012 - August 2012
Shanyrak February 2009 - February 2012
JPMorgan Private Bank May 2007 - June 2008
Skills
Risk Management, Finance, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Asset Managment, Strategic Financial..., Mergers, Auditing, Accounting, Essbase, Change Management, Analysis, Business Analysis, Business Process...
Education
University of Mississippi 1996 — 2000
BBA, Marketing
University of Mississippi - School of Business Administration 1996 — 2000
Marketing, BBA
Jesuit High School
TheMIGroup March 2014 - Present
Chevron February 2012 - August 2012
Shanyrak February 2009 - February 2012
JPMorgan Private Bank May 2007 - June 2008
Skills
Risk Management, Finance, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Asset Managment, Strategic Financial..., Mergers, Auditing, Accounting, Essbase, Change Management, Analysis, Business Analysis, Business Process...
Education
University of Mississippi 1996 — 2000
BBA, Marketing
University of Mississippi - School of Business Administration 1996 — 2000
Marketing, BBA
Jesuit High School
Ann V. Reilly Ann V. Reilly's JPMorgan Private Bank Experience September 2004 - December 2004
Job Art Director/Designer at Wiesner Products Inc.
Industry Design
Experience
Blue C Studios April 2013 - Present
AVR Design June 2004 - Present
Wiesner Products Inc, May 2013 - July 2015
OHNY.org 2008 - 2015
EB Brands May 2005 - May 2013
iMentor 2007 - 2010
Harper Collins September 2006 - June 2009
CNSNY 2006 - 2009
MetLife - LongTerm Care Division December 2004 - May 2005
JPMorgan - Private Bank September 2004 - December 2004
Skills
Packaging, Graphic Design, Direct Mail, B2B, Vendor, Brochures, Corporate Identity, Logo Design, Advertising, B2C, Art Direction, Logos, Typography, Catalogs, Posters, Graphics, Layout, Print Production, Photoshop, Flyers, InDesign, Illustrator, Adobe Creative Suite, Creative Direction, Direct Marketing, Invitations, Annual Reports, Pre-press, Stationery, Business Cards, Trade Shows, Art, Newsletters, POS, Promotions, Publishing, Production, Mac, Adobe Acrobat, Brand Development, Creative Strategy, Magazines, Print Collateral, Concept Development, Creative Development, Illustration, Photography, Branding & Identity, Collateral, Corporate Branding
Education
Chamberlayne School of Design (@ MT. Ida)
AAS
Sacred Heart University
St. Joseph's High School
University of Hartford
Blue C Studios April 2013 - Present
AVR Design June 2004 - Present
Wiesner Products Inc, May 2013 - July 2015
OHNY.org 2008 - 2015
EB Brands May 2005 - May 2013
iMentor 2007 - 2010
Harper Collins September 2006 - June 2009
CNSNY 2006 - 2009
MetLife - LongTerm Care Division December 2004 - May 2005
JPMorgan - Private Bank September 2004 - December 2004
Skills
Packaging, Graphic Design, Direct Mail, B2B, Vendor, Brochures, Corporate Identity, Logo Design, Advertising, B2C, Art Direction, Logos, Typography, Catalogs, Posters, Graphics, Layout, Print Production, Photoshop, Flyers, InDesign, Illustrator, Adobe Creative Suite, Creative Direction, Direct Marketing, Invitations, Annual Reports, Pre-press, Stationery, Business Cards, Trade Shows, Art, Newsletters, POS, Promotions, Publishing, Production, Mac, Adobe Acrobat, Brand Development, Creative Strategy, Magazines, Print Collateral, Concept Development, Creative Development, Illustration, Photography, Branding & Identity, Collateral, Corporate Branding
Education
Chamberlayne School of Design (@ MT. Ida)
AAS
Sacred Heart University
St. Joseph's High School
University of Hartford
Carlos Pedroso Carlos Pedroso's JPMorgan Private Bank Experience July 2004 - September 2007
Job Partner at Sierra Capital LLC.
Industry Financial Services
Experience
Sierra Capital LLC. September 2007 - Present
JPMorgan Private Bank July 2004 - September 2007
Skills
Investments, Wealth Management, Hedge Funds, Alternative Investments, Finance, Asset Managment, Investment Banking, Portfolio Management, Asset Allocation, Securities, Equities, Fixed Income, Asset Management, Banking, Due Diligence, Investment Management, Private Equity, Investment Strategies, Financial Analysis, Risk Management, Series 7, Trading, Loans
Education
University of Florida 2000 — 2004
Bachelor of Arts (BA), Art History & Business
Sierra Capital LLC. September 2007 - Present
JPMorgan Private Bank July 2004 - September 2007
Skills
Investments, Wealth Management, Hedge Funds, Alternative Investments, Finance, Asset Managment, Investment Banking, Portfolio Management, Asset Allocation, Securities, Equities, Fixed Income, Asset Management, Banking, Due Diligence, Investment Management, Private Equity, Investment Strategies, Financial Analysis, Risk Management, Series 7, Trading, Loans
Education
University of Florida 2000 — 2004
Bachelor of Arts (BA), Art History & Business
Timothy Kiriposki's JPMorgan Private Bank Experience November 2010 - February 2012
Job Registered Client Service Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
Stephen Krauss, CFA Stephen Krauss, CFA's JPMorgan Private Bank Experience May 2005 - May 2011
Job Sr. Wealth Advisor at Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors May 2011 - Present
JPMorgan Private Bank May 2005 - May 2011
Education
SUNY Geneseo 1976 — 1980
BA, Sociology and Speech Communications
Warsaw Central
Tompkins Financial Advisors May 2011 - Present
JPMorgan Private Bank May 2005 - May 2011
Education
SUNY Geneseo 1976 — 1980
BA, Sociology and Speech Communications
Warsaw Central
Elaine Borling Elaine Borling's JPMorgan Private Bank Experience February 2004 - October 2014
Job Private Wealth Management
Industry Financial Services
Experience
Huntington National Bank November 2014 - Present
JPMorgan Private Bank February 2004 - October 2014
Chase Bank December 2002 - February 2004
Bank One July 1998 - December 2002
Bank One July 1997 - October 1998
Bank One January 1991 - July 1997
Skills
Series 7, Asset Management, Banking, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Asset Managment, Bloomberg, Commercial Banking, Credit, Credit Analysis, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investment Advisory, Investments, Management, Mergers, Mortgage Lending, Mutual Funds, Retail Banking, Securities, Series 63
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, Business Adm and Marketing
Huntington National Bank November 2014 - Present
JPMorgan Private Bank February 2004 - October 2014
Chase Bank December 2002 - February 2004
Bank One July 1998 - December 2002
Bank One July 1997 - October 1998
Bank One January 1991 - July 1997
Skills
Series 7, Asset Management, Banking, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Asset Managment, Bloomberg, Commercial Banking, Credit, Credit Analysis, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investment Advisory, Investments, Management, Mergers, Mortgage Lending, Mutual Funds, Retail Banking, Securities, Series 63
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, Business Adm and Marketing
Christine Kang's JPMorgan Private Bank Experience September 2008 - August 2010
Job Creative Director at Verge Creative
Industry Design
Experience
Verge Creative Group May 2012 - Present
Vitacare World August 2011 - May 2012
JPMorgan Private Bank September 2008 - August 2010
Detica, LLC June 2008 - August 2009
Fidessa June 2001 - June 2008
Skills
Packaging, Graphic Design, Software Project..., Business Analysis, Strategy Development, Project Management, Creative Direction, Art Direction, Product Development, Financial Services, Adobe Creative Suite, Photoshop, Marketing, InDesign, Equities, Branding, Concept Development, Illustrator, Typography, Integration, Consulting, Analysis, Management, Corporate Branding, Business Process..., Strategy, Interaction Design, Marketing Strategy, User Experience, Quality Assurance, Requirements Analysis
Education
Pratt Institute 2009 — 2011
Masters of Science, Communications Design-Packaging
Smith College 1997 — 2001
Dual- Bachelor of Arts, Economics and Computer Science
Seoul Foreign High School 1993 — 1997
High School Diploma
Verge Creative Group May 2012 - Present
Vitacare World August 2011 - May 2012
JPMorgan Private Bank September 2008 - August 2010
Detica, LLC June 2008 - August 2009
Fidessa June 2001 - June 2008
Skills
Packaging, Graphic Design, Software Project..., Business Analysis, Strategy Development, Project Management, Creative Direction, Art Direction, Product Development, Financial Services, Adobe Creative Suite, Photoshop, Marketing, InDesign, Equities, Branding, Concept Development, Illustrator, Typography, Integration, Consulting, Analysis, Management, Corporate Branding, Business Process..., Strategy, Interaction Design, Marketing Strategy, User Experience, Quality Assurance, Requirements Analysis
Education
Pratt Institute 2009 — 2011
Masters of Science, Communications Design-Packaging
Smith College 1997 — 2001
Dual- Bachelor of Arts, Economics and Computer Science
Seoul Foreign High School 1993 — 1997
High School Diploma
Philip Reagan Philip Reagan's JPMorgan Private Bank Experience January 2015 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Private Bank January 2015 - Present
JPMorgan Private Bank December 2010 - January 2015
JPMorgan Private Bank September 2009 - December 2010
Hyde Park Capital Partners, LLC June 2008 - September 2009
JPMorgan Private Bank January 2005 - July 2007
Skills
Valuation, Financial Modeling, Series 7, Series 63, Private Banking, Investment Banking, Wealth Management, Capital Markets, Private Equity, Risk Management, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Venture Capital, Portfolio Management, Due Diligence, LBO, Alternative Investments, Asset Management, Change Management, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters, Finance
Stetson University 2000 — 2004
Bachelors of Business Administration, Finance, Electronic Business Technology
JPMorgan Private Bank January 2015 - Present
JPMorgan Private Bank December 2010 - January 2015
JPMorgan Private Bank September 2009 - December 2010
Hyde Park Capital Partners, LLC June 2008 - September 2009
JPMorgan Private Bank January 2005 - July 2007
Skills
Valuation, Financial Modeling, Series 7, Series 63, Private Banking, Investment Banking, Wealth Management, Capital Markets, Private Equity, Risk Management, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Venture Capital, Portfolio Management, Due Diligence, LBO, Alternative Investments, Asset Management, Change Management, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters, Finance
Stetson University 2000 — 2004
Bachelors of Business Administration, Finance, Electronic Business Technology
Lorena Godinez's JPMorgan Private Bank Experience November 2001 - June 2003
Job Corporate Trust Review Analyst 3, US Bank, N.A.
Industry Banking
Experience
U.S. Bank November 2013 - Present
BNY Mellon June 2005 - November 2013
Bear Stearns, Private Client Services April 2005 - June 2005
County of Los Angeles December 2004 - April 2005
JPMorgan Private Bank November 2001 - June 2003
Wells Fargo/Commercial Banking March 2000 - November 2001
WELLS FARGO FROM August 1995 - November 2001
Wells Fargo Securities/Private Client Services July 1998 - March 2000
Wells Fargo Securities/Private Client Services December 1997 - July 1998
Wells Fargo Distribution June 1997 - December 1997
Skills
Microsoft Excel, Accounts Payable, Securities, Corporate Finance, Compliance, Investments, Municipal Bonds, Microsoft Office, Corporate Trust, Risk Management, Document Review, Skills: Proficient in..., Banking, Outlook, Analysis, Credit, Finance, Management
Education
University of Southern California
Bachelor of Arts, Sociology
U.S. Bank November 2013 - Present
BNY Mellon June 2005 - November 2013
Bear Stearns, Private Client Services April 2005 - June 2005
County of Los Angeles December 2004 - April 2005
JPMorgan Private Bank November 2001 - June 2003
Wells Fargo/Commercial Banking March 2000 - November 2001
WELLS FARGO FROM August 1995 - November 2001
Wells Fargo Securities/Private Client Services July 1998 - March 2000
Wells Fargo Securities/Private Client Services December 1997 - July 1998
Wells Fargo Distribution June 1997 - December 1997
Skills
Microsoft Excel, Accounts Payable, Securities, Corporate Finance, Compliance, Investments, Municipal Bonds, Microsoft Office, Corporate Trust, Risk Management, Document Review, Skills: Proficient in..., Banking, Outlook, Analysis, Credit, Finance, Management
Education
University of Southern California
Bachelor of Arts, Sociology
Mimi Choudhury Mimi Choudhury's JPMorgan Private Bank Experience November 2010 - November 2013
Job Administrator for Industrial Internet Application at GE Software
Industry Research
Experience
GE March 2014 - Present
JPMorgan Private Bank November 2010 - November 2013
Deloitte October 2006 - September 2010
Old Republic Title Company September 2003 - August 2006
First American Title October 1998 - June 2003
Skills
Vendor Management, Escrow, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, Strategic Planning, Microsoft Word, Event Planning
Education
University of Phoenix 2001 — 2003
Bachelor's degree, Marketing
San Jose State University 2000 — 2002
GE March 2014 - Present
JPMorgan Private Bank November 2010 - November 2013
Deloitte October 2006 - September 2010
Old Republic Title Company September 2003 - August 2006
First American Title October 1998 - June 2003
Skills
Vendor Management, Escrow, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, Strategic Planning, Microsoft Word, Event Planning
Education
University of Phoenix 2001 — 2003
Bachelor's degree, Marketing
San Jose State University 2000 — 2002
Kate Bacon, CTFA Kate Bacon, CTFA's JPMorgan Private Bank Experience January 2002 - May 2005
Job Trust Officer at Franklin Street Partners
Industry Investment Management
Experience
Institute of Certified Bankers 2007 - Present
Franklin Street Partners August 2005 - Present
J.P.Morgan Private Bank January 2002 - May 2005
Education
AMERICAN BANKERS ASSOCIATION
University of Maryland College Park 1994 — 1998
UNIVERSITY OF MARYLAND, College
B.A
Institute of Certified Bankers 2007 - Present
Franklin Street Partners August 2005 - Present
J.P.Morgan Private Bank January 2002 - May 2005
Education
AMERICAN BANKERS ASSOCIATION
University of Maryland College Park 1994 — 1998
UNIVERSITY OF MARYLAND, College
B.A
Akiera Jones Akiera Jones's JPMorgan Private Bank Experience July 2006 - July 2009
Job Corporate Relationship Manager at Chase Commerce Solutions
Industry Financial Services
Experience
Chase Paymentech August 2009 - Present
J.P.Morgan Private Bank July 2006 - July 2009
J.P.Morgan Private Bank May 2005 - August 2005
Skills
Business Development, Strategic Partnerships, Strategy Implementation, Marketing Strategy, Contract Negotiation, Business Strategy, Financial Analysis, Risk Management, Sales, Lead Generation, Portfolio Management, Asset Managment, Asset Allocation, Microsoft Excel, Research, CRM, Key Client Relationships, Management, Leadership, Marketing
Education
Texas Woman's University 2014 — 2016
Master of Business Administration (M.B.A.)
Dillard University 2002 — 2006
Bachelor's Degree, Business Management
Chase Paymentech August 2009 - Present
J.P.Morgan Private Bank July 2006 - July 2009
J.P.Morgan Private Bank May 2005 - August 2005
Skills
Business Development, Strategic Partnerships, Strategy Implementation, Marketing Strategy, Contract Negotiation, Business Strategy, Financial Analysis, Risk Management, Sales, Lead Generation, Portfolio Management, Asset Managment, Asset Allocation, Microsoft Excel, Research, CRM, Key Client Relationships, Management, Leadership, Marketing
Education
Texas Woman's University 2014 — 2016
Master of Business Administration (M.B.A.)
Dillard University 2002 — 2006
Bachelor's Degree, Business Management
Jenny Fung Jenny Fung's JPMorgan Private Bank Experience September 2005 - May 2009
Job
Industry Investment Management
Experience
Osterweis Capital Management February 2010 - Present
JPMorgan Private Bank September 2005 - May 2009
National Parks Conservation Association 2005 - 2005
Backroads 1998 - 2005
Achieva 1999 - 2000
University of California, Berkeley 1996 - 1998
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of California, Berkeley
B.S.
Osterweis Capital Management February 2010 - Present
JPMorgan Private Bank September 2005 - May 2009
National Parks Conservation Association 2005 - 2005
Backroads 1998 - 2005
Achieva 1999 - 2000
University of California, Berkeley 1996 - 1998
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of California, Berkeley
B.S.
Aaron VanBuskirk's JPMorgan Private Bank Experience September 2010 - Present
Job Experienced Private Bank Professional
Industry Financial Services
Experience
J.P.Morgan Private Bank September 2010 - Present
1st Global January 2008 - September 2010
Sprint June 2005 - December 2007
Skills
Series 7, Securities, Mutual Funds, Series 63, Wealth Management, Equities, Investments, Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Microsoft Excel, PC building, Adobe Professional, Microsoft Office, Linux Desktop, Linux Server, Statistics, Finance
Education
Kansas State University
Bachelors
J.P.Morgan Private Bank September 2010 - Present
1st Global January 2008 - September 2010
Sprint June 2005 - December 2007
Skills
Series 7, Securities, Mutual Funds, Series 63, Wealth Management, Equities, Investments, Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Microsoft Excel, PC building, Adobe Professional, Microsoft Office, Linux Desktop, Linux Server, Statistics, Finance
Education
Kansas State University
Bachelors
Parinda Muley Parinda Muley's JPMorgan Private Bank Experience 2006 - 2006
Job Director, Business Development News Group (Time, Fortune, Money) at Time Inc.
Industry Internet
Experience
Time Inc. April 2013 - Present
EveryBlock, wholly owned by NBC News Digital October 2011 - March 2013
Fitango February 2010 - August 2011
Mitchell Madison Group September 2007 - January 2010
The World Bank June 2007 - September 2007
JPMorgan Private Bank 2006 - 2006
Watson Wyatt Investment Consulting July 2001 - July 2005
Skills
Entrepreneur, Media Strategy, Strategic Partnerships, Business Strategy, Start-ups, Entrepreneurship, Business Development, Email Marketing, Market Research, Financial Modeling, Management Consulting, Mobile Devices, Valuation, Competitive Analysis, Digital Media, Leadership, Marketing, Strategy, Mergers & Acquisitions, Analytics, Marketing Communications, Analysis, Marketing Strategy, Training, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance and Management
The University of Chicago 1997 — 2001
B.A., Economics & South Asian Languages & Civ.
James B. Conant High School 1993 — 1997
Time Inc. April 2013 - Present
EveryBlock, wholly owned by NBC News Digital October 2011 - March 2013
Fitango February 2010 - August 2011
Mitchell Madison Group September 2007 - January 2010
The World Bank June 2007 - September 2007
JPMorgan Private Bank 2006 - 2006
Watson Wyatt Investment Consulting July 2001 - July 2005
Skills
Entrepreneur, Media Strategy, Strategic Partnerships, Business Strategy, Start-ups, Entrepreneurship, Business Development, Email Marketing, Market Research, Financial Modeling, Management Consulting, Mobile Devices, Valuation, Competitive Analysis, Digital Media, Leadership, Marketing, Strategy, Mergers & Acquisitions, Analytics, Marketing Communications, Analysis, Marketing Strategy, Training, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance and Management
The University of Chicago 1997 — 2001
B.A., Economics & South Asian Languages & Civ.
James B. Conant High School 1993 — 1997
JR Christensen JR Christensen's JPMorgan Private Bank Experience January 2007 - October 2012
Job Vice President at J.P. Morgan
Industry Banking
Experience
JP Morgan Private Bank October 2012 - Present
JPMorgan Private Bank January 2007 - October 2012
Skills
Private Banking, Financial Services, Management, Risk Management, Retail Banking
Education
Truman State University 1995 — 2000
BS, Marketing
JP Morgan Private Bank October 2012 - Present
JPMorgan Private Bank January 2007 - October 2012
Skills
Private Banking, Financial Services, Management, Risk Management, Retail Banking
Education
Truman State University 1995 — 2000
BS, Marketing
Randy Day Randy Day's JPMorgan Private Bank Experience January 2005 - Present
Job JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank January 2005 - Present
JPMorgan Investment Bank January 2004 - January 2005
JPMorgan Private Bank May 2001 - January 2004
JP Morgan Corporate Credit January 1999 - January 2001
J.P. Morgan January 1998 - January 1999
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Hedge Funds, Portfolio Management, Series 7, Investments, Financial Modeling, Asset Management, Bloomberg
Education
State University of NY Oswego, Oswego NY 1992 — 1994
BA, History
State University of New York College at Oswego 1992 — 1994
Bachelor's Degree, History
Onondaga Community College 1991 — 1992
Associate's Degree, Humanities/Humanistic Studies
JPMorgan Private Bank January 2005 - Present
JPMorgan Investment Bank January 2004 - January 2005
JPMorgan Private Bank May 2001 - January 2004
JP Morgan Corporate Credit January 1999 - January 2001
J.P. Morgan January 1998 - January 1999
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Hedge Funds, Portfolio Management, Series 7, Investments, Financial Modeling, Asset Management, Bloomberg
Education
State University of NY Oswego, Oswego NY 1992 — 1994
BA, History
State University of New York College at Oswego 1992 — 1994
Bachelor's Degree, History
Onondaga Community College 1991 — 1992
Associate's Degree, Humanities/Humanistic Studies
Scott DeNeen, CFP®, CRPC®, JD Scott DeNeen, CFP®, CRPC®, JD's JPMorgan Private Bank Experience January 1998 - August 2002
Job Senior Financial Consultant | Vice President at BOSC, Inc. | BOKF
Industry Investment Management
Experience
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
Chuck Toye's JPMorgan Private Bank Experience September 2009 - May 2013
Job Vice President, Business Development at Cognitive Electronics
Industry Information Technology and Services
Experience
Cognitive Electronics June 2013 - Present
Informulary December 2013 - Present
J.P.Morgan Private Bank September 2009 - May 2013
AlixPartners September 2003 - August 2007
Tigris September 2000 - September 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Longmeadow High School
Massachusetts Institute of Technology
SB
Cognitive Electronics June 2013 - Present
Informulary December 2013 - Present
J.P.Morgan Private Bank September 2009 - May 2013
AlixPartners September 2003 - August 2007
Tigris September 2000 - September 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Longmeadow High School
Massachusetts Institute of Technology
SB
Gajinder Sasson Gajinder Sasson's JPMorgan Private Bank Experience February 2011 - Present
Job Executive Director Global Technology at JPMorgan Private Bank
Industry Financial Services
Experience
J.P.Morgan Private Bank February 2011 - Present
Wilmington Trust September 2008 - January 2011
Wilmington Trust January 2004 - August 2008
Wilmington Trust September 2001 - January 2004
Wilmington Trust January 2000 - September 2001
e-Wonders.com August 1998 - August 1999
AIESEC August 1994 - March 1998
Skills
Web Analytics, Digital Marketing, User Interface Design, Competitive Analysis, Cross-functional Team..., Product Management, Online Marketing, User Experience, Business Analysis, SEO, Analytics, Management, Program Management, Vendor Management, E-commerce, Digital Strategy, Business Transformation, E-business, Project Management, Mobile Devices, Integration, Solution Architecture, Web Application Design, Mobile Web Design, Interaction Design, Portfolio Management, Project Delivery, Solution Delivery, Technology Solutions..., Forecasting, Resource Management, Resource Allocation, IT Project & Program..., Agile & Waterfall..., Information Security..., Web Applications, Product Development, Strategic Roadmaps, Technology Roadmapping, Distributed Development, Offshore Software..., Website Development, Managing Technical..., Global Delivery, Global Strategy, Financial Services, Risk Management, Marketing, Mobile Applications
Education
Furman University 2007 — 2010
Professional Certificate
University of Delaware 1999 — 2001
MBA
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA
Osmania University 1994 — 1997
Bachelor of Science
Alliance Francaise 1994 — 1995
Diplome Superieure
Nizam College
Bachelor of Science (B.Sc.)
Secunderabad
J.P.Morgan Private Bank February 2011 - Present
Wilmington Trust September 2008 - January 2011
Wilmington Trust January 2004 - August 2008
Wilmington Trust September 2001 - January 2004
Wilmington Trust January 2000 - September 2001
e-Wonders.com August 1998 - August 1999
AIESEC August 1994 - March 1998
Skills
Web Analytics, Digital Marketing, User Interface Design, Competitive Analysis, Cross-functional Team..., Product Management, Online Marketing, User Experience, Business Analysis, SEO, Analytics, Management, Program Management, Vendor Management, E-commerce, Digital Strategy, Business Transformation, E-business, Project Management, Mobile Devices, Integration, Solution Architecture, Web Application Design, Mobile Web Design, Interaction Design, Portfolio Management, Project Delivery, Solution Delivery, Technology Solutions..., Forecasting, Resource Management, Resource Allocation, IT Project & Program..., Agile & Waterfall..., Information Security..., Web Applications, Product Development, Strategic Roadmaps, Technology Roadmapping, Distributed Development, Offshore Software..., Website Development, Managing Technical..., Global Delivery, Global Strategy, Financial Services, Risk Management, Marketing, Mobile Applications
Education
Furman University 2007 — 2010
Professional Certificate
University of Delaware 1999 — 2001
MBA
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA
Osmania University 1994 — 1997
Bachelor of Science
Alliance Francaise 1994 — 1995
Diplome Superieure
Nizam College
Bachelor of Science (B.Sc.)
Secunderabad
Laura Yamner's JPMorgan Private Bank Experience 2005 - 2005
Job Marketing Leader with proven track record in nonprofit, financial services, and publishing areas.
Industry Marketing and Advertising
Experience
Park Avenue Synagogue July 2013 - Present
Self Employed 2005 - July 2013
JPMorgan Private Bank 2005 - 2005
New York Magazine 2003 - 2004
Morgan Stanley 2002 - 2003
Goldman Sachs October 2000 - June 2001
American Express February 1992 - June 2000
Skills
Marketing Communications, Strategy, Customer Acquisition, Strategic Partnerships, Loyalty Marketing, Partner Development, Team Management, Marketing, Leadership, Sponsorship, Sales, Non-profit Volunteer, Customer Retention, Market Planning, Management Consulting
Education
Skidmore College 1986 — 1989
Washington University in St. Louis 1985 — 1986
Fieldston 1979 — 1985
HS
Park Avenue Synagogue July 2013 - Present
Self Employed 2005 - July 2013
JPMorgan Private Bank 2005 - 2005
New York Magazine 2003 - 2004
Morgan Stanley 2002 - 2003
Goldman Sachs October 2000 - June 2001
American Express February 1992 - June 2000
Skills
Marketing Communications, Strategy, Customer Acquisition, Strategic Partnerships, Loyalty Marketing, Partner Development, Team Management, Marketing, Leadership, Sponsorship, Sales, Non-profit Volunteer, Customer Retention, Market Planning, Management Consulting
Education
Skidmore College 1986 — 1989
Washington University in St. Louis 1985 — 1986
Fieldston 1979 — 1985
HS
Dena Masi Young's JPMorgan Private Bank Experience July 2012 - Present
Job CFO of Southeast Region for U.S. Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank July 2012 - Present
J.P. Morgan November 2008 - July 2012
J.P. Morgan July 2007 - April 2011
J.P. Morgan April 2003 - July 2007
J.P. Morgan February 2001 - April 2003
J.P. Morgan June 1999 - February 2001
Skills
Asset Managment, Private Banking, Wealth Management, Financial Analysis, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.)
Penfield High School 1992 — 1996
JPMorgan Private Bank July 2012 - Present
J.P. Morgan November 2008 - July 2012
J.P. Morgan July 2007 - April 2011
J.P. Morgan April 2003 - July 2007
J.P. Morgan February 2001 - April 2003
J.P. Morgan June 1999 - February 2001
Skills
Asset Managment, Private Banking, Wealth Management, Financial Analysis, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.)
Penfield High School 1992 — 1996
Rose Cohen's JPMorgan Private Bank Experience June 2005 - August 2015
Job Managing Director at Citi
Industry Banking
Experience
Citi August 2015 - Present
JPMorgan Private Bank June 2005 - August 2015
GenSpring Family Offices (Formerly Asset Management Advisors) May 2003 - May 2005
BB&T February 1991 - June 2000
Bank of America (formerly Sovran Bank) August 1987 - February 1991
Skills
Strategic Planning, Management, Investment Management, Mergers & Acquisitions, Financial Advisory, Investments, Leadership, Business Development, Portfolio Management, Wealth
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
University of California Santa Barbara 1985 — 1987
BA, Economics
University of California, Irvine 1983 — 1985
Economics
Citi August 2015 - Present
JPMorgan Private Bank June 2005 - August 2015
GenSpring Family Offices (Formerly Asset Management Advisors) May 2003 - May 2005
BB&T February 1991 - June 2000
Bank of America (formerly Sovran Bank) August 1987 - February 1991
Skills
Strategic Planning, Management, Investment Management, Mergers & Acquisitions, Financial Advisory, Investments, Leadership, Business Development, Portfolio Management, Wealth
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
University of California Santa Barbara 1985 — 1987
BA, Economics
University of California, Irvine 1983 — 1985
Economics
Cindy Zhou's JPMorgan Private Bank Experience June 2006 - August 2006
Job Executive Director/Owner at LearningRx Short Hills
Industry Banking
Experience
LearningRx Short Hills June 2014 - Present
Citigroup August 2009 - June 2014
Citigroup July 2007 - August 2009
JPMorgan Private Bank June 2006 - August 2006
Cap Gemini Ernst & Young LLC November 2002 - September 2004
Cap Gemini Ernst & Young September 1999 - October 2002
Skills
Banking, Business Process..., Management Consulting, Financial Modeling, Portfolio Management, Risk Management, Business Analysis
Education
Citi Commercial Credit College 2008 — 2008
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, Finance - Investment Management
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
BBA, Marketing
LearningRx Short Hills June 2014 - Present
Citigroup August 2009 - June 2014
Citigroup July 2007 - August 2009
JPMorgan Private Bank June 2006 - August 2006
Cap Gemini Ernst & Young LLC November 2002 - September 2004
Cap Gemini Ernst & Young September 1999 - October 2002
Skills
Banking, Business Process..., Management Consulting, Financial Modeling, Portfolio Management, Risk Management, Business Analysis
Education
Citi Commercial Credit College 2008 — 2008
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, Finance - Investment Management
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
BBA, Marketing
Yen Song's JPMorgan Private Bank Experience 2004 - 2007
Job Investor Relations
Industry Investment Management
Experience
New Vernon Capital April 2007 - Present
JPMorgan Private Bank 2004 - 2007
J.P. Morgan 2002 - 2004
Education
University of Pennsylvania 1998 — 2002
New Vernon Capital April 2007 - Present
JPMorgan Private Bank 2004 - 2007
J.P. Morgan 2002 - 2004
Education
University of Pennsylvania 1998 — 2002
Marcos Bonfante's JPMorgan Private Bank Experience August 2007 - Present
Job JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank August 2007 - Present
Education
Wilmington University 2007 — 2008
MBA, Finance
Wilmington University 2000 — 2004
B.S., Business Management
University of Delaware
JPMorgan Private Bank August 2007 - Present
Education
Wilmington University 2007 — 2008
MBA, Finance
Wilmington University 2000 — 2004
B.S., Business Management
University of Delaware
Jay Boynton's JPMorgan Private Bank Experience 2004 - Present
Job Executive Director at J.P. Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank 2004 - Present
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA
Texas A&M University 1996 — 2000
BBA, Finance
Texas A&M University - Mays Business School 1996 — 2000
JPMorgan Private Bank 2004 - Present
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA
Texas A&M University 1996 — 2000
BBA, Finance
Texas A&M University - Mays Business School 1996 — 2000
Lee Mac's JPMorgan Private Bank Experience December 2013 - Present
Job Design Consultant and Artist Management
Industry Entertainment
Experience
JPMorgan Private Bank December 2013 - Present
Lee Mac Agency January 2000 - Present
Goldman Sachs 2010 - 2012
Skills
Logo Design, Typography, Illustrator, InDesign, Brochures, Corporate Identity, Layout, Posters, Adobe Creative Suite, Illustration, Art Direction, Graphics, Photoshop, Web Design, QuarkXPress, Advertising, Mac, Creative Direction
Education
Texas State University-San Marcos 1988 — 1994
Bachelor of Fine Arts (B.F.A.), Communications
JPMorgan Private Bank December 2013 - Present
Lee Mac Agency January 2000 - Present
Goldman Sachs 2010 - 2012
Skills
Logo Design, Typography, Illustrator, InDesign, Brochures, Corporate Identity, Layout, Posters, Adobe Creative Suite, Illustration, Art Direction, Graphics, Photoshop, Web Design, QuarkXPress, Advertising, Mac, Creative Direction
Education
Texas State University-San Marcos 1988 — 1994
Bachelor of Fine Arts (B.F.A.), Communications
Brad Jankowski's JPMorgan Private Bank Experience June 2010 - January 2013
Job Attorney at Law Office of Jack B. Owen, Jr., P.A.
Industry Law Practice
Experience
Law Office of Jack B. Owen, Jr., P.A. January 2013 - Present
JPMorgan Private Bank June 2010 - January 2013
JPMorgan Private Bank January 2007 - May 2010
Law Office of Jack B. Owen, Jr., P.A. January 2006 - December 2006
Vaughan Systems 2002 - 2002
Verisign, Inc. 2000 - 2002
Skills
Investments, Securities, Financial Analysis, Asset Managment, Strategic Financial..., Fixed Income, Equities, Portfolio Management, Risk Management, Private Equity, Hedge Funds, Real Estate Transactions, Alternative Investments, Equity Research, Series 7, Mutual Funds, Mergers & Acquisitions, Estate Planning, Wealth Management, Due Diligence, Corporate Law, Financial Services, Loans, High Net Worth..., Wealth Management...
Education
Seton Hall University School of Law 2002 — 2005
Doctor of Law (J.D.)
Tulane University - A.B. Freeman School of Business 1998 — 2000
BSM, Accounting and Information Systems
Tulane University 1996 — 2000
BSM, Accounting and Information Systems
Westfield High School 1992 — 1996
Law Office of Jack B. Owen, Jr., P.A. January 2013 - Present
JPMorgan Private Bank June 2010 - January 2013
JPMorgan Private Bank January 2007 - May 2010
Law Office of Jack B. Owen, Jr., P.A. January 2006 - December 2006
Vaughan Systems 2002 - 2002
Verisign, Inc. 2000 - 2002
Skills
Investments, Securities, Financial Analysis, Asset Managment, Strategic Financial..., Fixed Income, Equities, Portfolio Management, Risk Management, Private Equity, Hedge Funds, Real Estate Transactions, Alternative Investments, Equity Research, Series 7, Mutual Funds, Mergers & Acquisitions, Estate Planning, Wealth Management, Due Diligence, Corporate Law, Financial Services, Loans, High Net Worth..., Wealth Management...
Education
Seton Hall University School of Law 2002 — 2005
Doctor of Law (J.D.)
Tulane University - A.B. Freeman School of Business 1998 — 2000
BSM, Accounting and Information Systems
Tulane University 1996 — 2000
BSM, Accounting and Information Systems
Westfield High School 1992 — 1996
Andrew L. Shipley, CFA's JPMorgan Private Bank Experience September 2009 - Present
Job Global Investment Specialist, Vice President at J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P.Morgan Private Bank September 2009 - Present
Darden School September 2007 - May 2009
JP Morgan May 2008 - August 2008
HJ Heinz 2003 - 2007
Parker/Hunter 2002 - 2003
Sovereign Bank 2000 - 2000
Education
University of Virginia Darden School of Business 2007 — 2009
MBA
CFA Institute 2004 — 2007
CFA, Chartered Financial Analyst Charterholder
University of Pittsburgh 1998 — 2002
BSBA, Business - Finance
FIAF
FIAF
Springfield high
J.P.Morgan Private Bank September 2009 - Present
Darden School September 2007 - May 2009
JP Morgan May 2008 - August 2008
HJ Heinz 2003 - 2007
Parker/Hunter 2002 - 2003
Sovereign Bank 2000 - 2000
Education
University of Virginia Darden School of Business 2007 — 2009
MBA
CFA Institute 2004 — 2007
CFA, Chartered Financial Analyst Charterholder
University of Pittsburgh 1998 — 2002
BSBA, Business - Finance
FIAF
FIAF
Springfield high
Allison Cloud's JPMorgan Private Bank Experience March 2004 - October 2005
Job Sr. Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2014 - Present
Dagley Insurance & Financial Services, Inc. March 2012 - July 2014
UBS Financial Services November 2005 - March 2012
JPMorgan Private Bank March 2004 - October 2005
JPMorgan Chase June 2001 - March 2004
Skills
Investments, Series 7, Asset Management, Hedge Funds, Investment Management, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Budgets, Accounting, Due Diligence, Microsoft Office, Strategic Planning, Equities, Customer Service, Negotiation
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Economics
Trinity Valley School 1995 — 1997
UBS Financial Services July 2014 - Present
Dagley Insurance & Financial Services, Inc. March 2012 - July 2014
UBS Financial Services November 2005 - March 2012
JPMorgan Private Bank March 2004 - October 2005
JPMorgan Chase June 2001 - March 2004
Skills
Investments, Series 7, Asset Management, Hedge Funds, Investment Management, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Budgets, Accounting, Due Diligence, Microsoft Office, Strategic Planning, Equities, Customer Service, Negotiation
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Economics
Trinity Valley School 1995 — 1997
Catherine Chin's JPMorgan Private Bank Experience January 2007 - February 2012
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2012 - Present
JPMorgan Private Bank January 2007 - February 2012
JPMorgan Private Bank August 2003 - January 2007
J.P. Morgan August 2001 - August 2003
Education
Rutgers University-New Brunswick 1997 — 2001
BS
Bergenfield High School
J.P. Morgan February 2012 - Present
JPMorgan Private Bank January 2007 - February 2012
JPMorgan Private Bank August 2003 - January 2007
J.P. Morgan August 2001 - August 2003
Education
Rutgers University-New Brunswick 1997 — 2001
BS
Bergenfield High School
Silvia Trillo's JPMorgan Private Bank Experience December 2003 - November 2008
Job Portfolio Management, Global MultiAsset Group
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
JPMorgan Chase November 2008 - September 2011
JPMorgan Private Bank December 2003 - November 2008
Entergy Nuclear Northeast January 2000 - December 2003
J.P. Morgan 1997 - 1999
Sanford C. Bernstein 1995 - 1997
Skills
Mutual Funds, Management, Portfolio Management, Finance, Hedge Funds, Investments, Auditing, Due Diligence, Equities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
J.P. Morgan October 2011 - Present
JPMorgan Chase November 2008 - September 2011
JPMorgan Private Bank December 2003 - November 2008
Entergy Nuclear Northeast January 2000 - December 2003
J.P. Morgan 1997 - 1999
Sanford C. Bernstein 1995 - 1997
Skills
Mutual Funds, Management, Portfolio Management, Finance, Hedge Funds, Investments, Auditing, Due Diligence, Equities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Alexis Francois's JPMorgan Private Bank Experience 2012 - August 2014
Job Global Technology & Operations Leader
Industry Information Technology and Services
Experience
JNS Partners, Inc. September 2014 - Present
JPMorgan Private Bank 2012 - August 2014
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2005 - 2007
Skills
Incident Command, Business Continuity, SDLC, Banking, Incident Management, Trading Systems, PMO, Business Analysis, Vendor Management, Portfolio Management, IT Strategy, Financial Services, Software Project..., Risk Management, Management, Project Portfolio..., Leadership, Project Management
Education
Penn State University 2000 — 2005
Bachelor of Science (B.S.), Marketing & Economics
Penn State University
Bachelor of Science (B.S.)
JNS Partners, Inc. September 2014 - Present
JPMorgan Private Bank 2012 - August 2014
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2005 - 2007
Skills
Incident Command, Business Continuity, SDLC, Banking, Incident Management, Trading Systems, PMO, Business Analysis, Vendor Management, Portfolio Management, IT Strategy, Financial Services, Software Project..., Risk Management, Management, Project Portfolio..., Leadership, Project Management
Education
Penn State University 2000 — 2005
Bachelor of Science (B.S.), Marketing & Economics
Penn State University
Bachelor of Science (B.S.)
Rachel Libonati's JPMorgan Private Bank Experience November 2006 - October 2010
Job Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
Leah Henschen's JPMorgan Private Bank Experience July 2005 - July 2007
Job Vice President, Estate Settlement Officer at Bank of America
Industry Law Practice
Experience
Bank of America June 2013 - Present
SunTrust Bank February 2011 - June 2013
Virginia Estate Plans, PLC September 2010 - February 2011
Virginia Estate Plans, PLC March 2008 - August 2010
JPMorgan Private Bank July 2005 - July 2007
JPMorgan Private Bank July 2002 - July 2005
JPMorgan Private Bank March 2001 - June 2002
Education
University of Richmond School of Law 2007 — 2010
JD, magna cum laude
University of Maryland - Robert H. Smith School of Business 1997 — 2000
BS, Marketing
University of Maryland College Park 1997 — 2000
BS, Business, Marketing
Rye High School 1993 — 1997
Bank of America June 2013 - Present
SunTrust Bank February 2011 - June 2013
Virginia Estate Plans, PLC September 2010 - February 2011
Virginia Estate Plans, PLC March 2008 - August 2010
JPMorgan Private Bank July 2005 - July 2007
JPMorgan Private Bank July 2002 - July 2005
JPMorgan Private Bank March 2001 - June 2002
Education
University of Richmond School of Law 2007 — 2010
JD, magna cum laude
University of Maryland - Robert H. Smith School of Business 1997 — 2000
BS, Marketing
University of Maryland College Park 1997 — 2000
BS, Business, Marketing
Rye High School 1993 — 1997
Jay Siembieda's JPMorgan Private Bank Experience February 2013 - Present
Job Vice President at J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P.Morgan Private Bank February 2013 - Present
J.P.Morgan Private Bank July 2011 - February 2013
J.P.Morgan Private Bank September 2009 - June 2011
Yale School of Management August 2007 - September 2009
J.P.Morgan Private Bank June 2008 - August 2008
White House Military Office 2004 - 2007
Helicopter Combat Support Squadron 8 2001 - 2004
United States Navy 1998 - 2001
Education
Yale University - Yale School of Management 2007 — 2009
Master of Business Administration (MBA), Strategy and Finance
United States Naval Academy 1994 — 1998
Bachelor of Science (B.S.)
Ramsey High School
J.P.Morgan Private Bank February 2013 - Present
J.P.Morgan Private Bank July 2011 - February 2013
J.P.Morgan Private Bank September 2009 - June 2011
Yale School of Management August 2007 - September 2009
J.P.Morgan Private Bank June 2008 - August 2008
White House Military Office 2004 - 2007
Helicopter Combat Support Squadron 8 2001 - 2004
United States Navy 1998 - 2001
Education
Yale University - Yale School of Management 2007 — 2009
Master of Business Administration (MBA), Strategy and Finance
United States Naval Academy 1994 — 1998
Bachelor of Science (B.S.)
Ramsey High School
Kevin C McGrath's JPMorgan Private Bank Experience July 2009 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JPMorgan Private Bank July 2009 - Present
Banc of America Investments November 2006 - June 2009
Citigroup / Smith Barney 2001 - 2006
Citi Smith Barney 2001 - 2006
Merrill Lynch August 1992 - November 2000
Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services
Education
Southern Connecticut State University 1986 — 1991
Our Lady of the Assumption 1975 — 1982
JPMorgan Private Bank July 2009 - Present
Banc of America Investments November 2006 - June 2009
Citigroup / Smith Barney 2001 - 2006
Citi Smith Barney 2001 - 2006
Merrill Lynch August 1992 - November 2000
Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services
Education
Southern Connecticut State University 1986 — 1991
Our Lady of the Assumption 1975 — 1982
Stannard Stefanie's JPMorgan Private Bank Experience 2007 - Present
Job Supervisory Manager at JP Morgan
Industry Investment Management
Experience
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
Gretchen Daniels Huyler's JPMorgan Private Bank Experience August 1998 - Present
Job n/a at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 1998 - Present
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MBA, Business Administration
University of Delaware 1994 — 1997
JPMorgan Private Bank August 1998 - Present
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MBA, Business Administration
University of Delaware 1994 — 1997
Francesca Zavolta's JPMorgan Private Bank Experience 1999 - 2004
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers June 2004 - September 2008
Lehman Brothers 2004 - 2008
JPMorgan Private Bank 1999 - 2004
J.P. Morgan 1987 - 1990
Education
University of South Carolina - The Moore School of Business
Master International Business Studies
Morgan Stanley October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers June 2004 - September 2008
Lehman Brothers 2004 - 2008
JPMorgan Private Bank 1999 - 2004
J.P. Morgan 1987 - 1990
Education
University of South Carolina - The Moore School of Business
Master International Business Studies
Joseph Valenzuela's JPMorgan Private Bank Experience June 2006 - August 2006
Job Restaurateur / Bar Owner
Industry Hospitality
Experience
The Hoppy Monk 2010 - 2013
Citi Private Bank July 2007 - January 2008
JPMorgan Private Bank June 2006 - August 2006
Education
The University of Texas at Austin 2003 — 2007
The Hoppy Monk 2010 - 2013
Citi Private Bank July 2007 - January 2008
JPMorgan Private Bank June 2006 - August 2006
Education
The University of Texas at Austin 2003 — 2007
Jonathan Pueschel's JPMorgan Private Bank Experience June 2009 - July 2012
Job Private Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2009 - Present
JPMorgan Private Bank June 2009 - July 2012
Skills
Asset Allocation, Financial Analysis, Asset Management, Relationship Management, Wealth Management, Private Banking, Wealth Preservation..., Risk Management, Executive Compensation..., Concentrated Stock..., Bloomberg Terminal, Capital IQ, Asset Managment, portfolio construction
Education
The George Washington University - School of Business 2005 — 2009
Bachelor Accountancy, Accounting, Finance
Christian Brothers Academy 2001 — 2005
New York University 2011 — 2011
Candidate for Certificate in Real Estate, Real Estate
J.P. Morgan Private Bank June 2009 - Present
JPMorgan Private Bank June 2009 - July 2012
Skills
Asset Allocation, Financial Analysis, Asset Management, Relationship Management, Wealth Management, Private Banking, Wealth Preservation..., Risk Management, Executive Compensation..., Concentrated Stock..., Bloomberg Terminal, Capital IQ, Asset Managment, portfolio construction
Education
The George Washington University - School of Business 2005 — 2009
Bachelor Accountancy, Accounting, Finance
Christian Brothers Academy 2001 — 2005
New York University 2011 — 2011
Candidate for Certificate in Real Estate, Real Estate
Jameson Troutman's JPMorgan Private Bank Experience September 2005 - January 2008
Job Head of Business Planning/Executive Director Chase Card Services
Industry Management Consulting
Experience
Chase Card Services July 2014 - Present
Chase Card Services January 2013 - Present
JPMorgan Chase June 2011 - January 2013
Chase Card Services December 2009 - June 2011
Chase Card Services January 2008 - December 2009
JPMorgan Private Bank September 2005 - January 2008
JPMorgan Private Bank June 2002 - September 2005
Skills
Strategy, Financial Services, Analytics, Strategic Partnerships, Strategic Planning, Business Strategy, Payments
Education
Susquehanna University 1998 — 2002
B.S. Business Administration, Marketing and Finance
Chase Card Services July 2014 - Present
Chase Card Services January 2013 - Present
JPMorgan Chase June 2011 - January 2013
Chase Card Services December 2009 - June 2011
Chase Card Services January 2008 - December 2009
JPMorgan Private Bank September 2005 - January 2008
JPMorgan Private Bank June 2002 - September 2005
Skills
Strategy, Financial Services, Analytics, Strategic Partnerships, Strategic Planning, Business Strategy, Payments
Education
Susquehanna University 1998 — 2002
B.S. Business Administration, Marketing and Finance
Pablo Echeverri's JPMorgan Private Bank Experience 2007 - 2009
Job Postdoctoral Fellow at UC Berkeley
Industry Law Practice
Experience
UC Berkeley August 2015 - Present
Fried Frank 2014 - August 2015
Milbank, Tweed, Hadley & McCloy LLP 2012 - 2014
UC Berkeley School of Law April 2011 - May 2012
U.S. Department of Justice May 2011 - August 2011
The Honorable Richard W. Roberts, United States District Court for the District of Columbia June 2010 - August 2010
JPMORGAN PRIVATE BANK 2007 - 2009
Skills
Legal Research, Spanish, Legal Writing, French, International Law, Public Policy, Capital Markets, Awesomeness, Criminal Law, Westlaw, Italian, International Relations, Government, Policy Analysis, Research, Corporate Law, Litigation
Education
University of California, Berkeley - School of Law 2009 — 2012
JD, Law
University of Pennsylvania 2003 — 2007
BA, Political Science
Institut d'Etudes politiques de Paris 2005 — 2006
International Program Diploma, International Relations and Affairs
UC Berkeley August 2015 - Present
Fried Frank 2014 - August 2015
Milbank, Tweed, Hadley & McCloy LLP 2012 - 2014
UC Berkeley School of Law April 2011 - May 2012
U.S. Department of Justice May 2011 - August 2011
The Honorable Richard W. Roberts, United States District Court for the District of Columbia June 2010 - August 2010
JPMORGAN PRIVATE BANK 2007 - 2009
Skills
Legal Research, Spanish, Legal Writing, French, International Law, Public Policy, Capital Markets, Awesomeness, Criminal Law, Westlaw, Italian, International Relations, Government, Policy Analysis, Research, Corporate Law, Litigation
Education
University of California, Berkeley - School of Law 2009 — 2012
JD, Law
University of Pennsylvania 2003 — 2007
BA, Political Science
Institut d'Etudes politiques de Paris 2005 — 2006
International Program Diploma, International Relations and Affairs
Bruce Lombardi's JPMorgan Private Bank Experience 1997 - February 2010
Job Managing Director
Industry Investment Management
Experience
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
Dustin A Zubke's JPMorgan Private Bank Experience September 2008 - November 2008
Job Vice President
Industry Banking
Experience
CoBank July 2013 - Present
CoBank April 2012 - June 2013
CoBank May 2009 - March 2012
JPMorgan Private Bank September 2008 - November 2008
CoBank June 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Credit Analysis, Project Finance, Business Valuation, Bloomberg Terminal, Financial Analysis, Corporate Finance, Strategic Financial..., Budget Forecasts, Financial Statement..., Capital Markets, Banking, PowerPoint, Presentations, Negotiation, Due Diligence, Lines Of Credit, Letters of Credit, Syndications, Bonds, Ad Hoc Reporting, Financial Planning, Loans, Portfolio Management
Education
University of Denver
BSBA, Finance
Wall Street Prep Financial & Valuation Modeling Boot Camp
Moody's Project Finance Credit Analysis
Bloomberg Certification, Equity & Fixed Income
Microsoft Excel Certified Application Specialist
CoBank July 2013 - Present
CoBank April 2012 - June 2013
CoBank May 2009 - March 2012
JPMorgan Private Bank September 2008 - November 2008
CoBank June 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Credit Analysis, Project Finance, Business Valuation, Bloomberg Terminal, Financial Analysis, Corporate Finance, Strategic Financial..., Budget Forecasts, Financial Statement..., Capital Markets, Banking, PowerPoint, Presentations, Negotiation, Due Diligence, Lines Of Credit, Letters of Credit, Syndications, Bonds, Ad Hoc Reporting, Financial Planning, Loans, Portfolio Management
Education
University of Denver
BSBA, Finance
Wall Street Prep Financial & Valuation Modeling Boot Camp
Moody's Project Finance Credit Analysis
Bloomberg Certification, Equity & Fixed Income
Microsoft Excel Certified Application Specialist
Shannon Vavala's JPMorgan Private Bank Experience October 2000 - June 2004
Job Vice President at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
Wells Fargo July 2014 - December 2014
RANDSTAD - LPL FINANCIAL April 2014 - June 2014
J.P. Morgan Asset Management May 2010 - November 2013
J.P. Morgan Asset Management June 2007 - May 2010
J.P. Morgan Asset Management June 2004 - June 2007
JPMorgan Private Bank October 2000 - June 2004
JPMorgan Private Bank August 1998 - October 2000
Skills
Series 7, Series 63, Banking, Relationship Management
Education
Wilmington University 2005 — 2007
M.S, Human Resources
University of Delaware 1994 — 1997
B.A, Psychology
J.P. Morgan Asset Management January 2015 - Present
Wells Fargo July 2014 - December 2014
RANDSTAD - LPL FINANCIAL April 2014 - June 2014
J.P. Morgan Asset Management May 2010 - November 2013
J.P. Morgan Asset Management June 2007 - May 2010
J.P. Morgan Asset Management June 2004 - June 2007
JPMorgan Private Bank October 2000 - June 2004
JPMorgan Private Bank August 1998 - October 2000
Skills
Series 7, Series 63, Banking, Relationship Management
Education
Wilmington University 2005 — 2007
M.S, Human Resources
University of Delaware 1994 — 1997
B.A, Psychology
Rodrigo Barcenas's JPMorgan Private Bank Experience April 2009 - May 2012
Job CFO at Eikon Digital
Industry Marketing and Advertising
Experience
Eikon Digital February 2014 - Present
JPMorgan Private Bank April 2009 - May 2012
Education
University of Pennsylvania 2005 — 2009
Eikon Digital February 2014 - Present
JPMorgan Private Bank April 2009 - May 2012
Education
University of Pennsylvania 2005 — 2009
Sallie Klein's JPMorgan Private Bank Experience February 2001 - November 2004
Job AFS, LLC, Partner
Industry Financial Services
Experience
AFS, LLC May 2011 - Present
Obermeyer Asset Management January 2005 - August 2009
JPMorgan Private Bank February 2001 - November 2004
PR MEDIA, hill and Knowlton Associate 1990 - 1991
Skills
Investments, Finance, Financial Services, Equities, Investment Advisory, Asset Management, Bloomberg, Marketing Strategy, Small Business, Banking, Wealth, Portfolio Management, Asset Allocation
Education
University of Colorado Boulder 1984 — 1989
Bachelor's Degree
Northwood High School
AFS, LLC May 2011 - Present
Obermeyer Asset Management January 2005 - August 2009
JPMorgan Private Bank February 2001 - November 2004
PR MEDIA, hill and Knowlton Associate 1990 - 1991
Skills
Investments, Finance, Financial Services, Equities, Investment Advisory, Asset Management, Bloomberg, Marketing Strategy, Small Business, Banking, Wealth, Portfolio Management, Asset Allocation
Education
University of Colorado Boulder 1984 — 1989
Bachelor's Degree
Northwood High School
William (Bill) Evans's JPMorgan Private Bank Experience September 2007 - March 2014
Job Mortgage Underwriter 3 at Suntrust Bank
Industry Financial Services
Experience
Suntrust Bank November 2014 - Present
Calvary Chapel of Irvine January 2003 - Present
Indecomm Global Services August 2014 - October 2014
JPMorgan Private Bank September 2007 - March 2014
Capital Funding Group October 2003 - June 2007
Alliance Royale Advisory Center March 2003 - April 2004
Marina Hills Mortgage November 1998 - March 2003
Senate Financial and Summit Financial March 1998 - September 1998
Mortgage Professionals November 1993 - March 1998
Skills
Analyze tax returns and..., Calculate cash flow..., Determine debt..., Review collateral for..., Effective..., Working knowledge of..., Excellent skills in..., Working knowledge and..., Experienced Loan..., Expert Jumbo and Super..., Able to effective..., Mortgage Lending, HAMP, Credit Analysis, Community Outreach, Coaching, Portfolio Management, Financial Analysis, FNMA, USDA, Leadership Development, FHA, FHLMC, Risk Management, Loan Origination, Loans, Credit, Mortgage Banking, Commercial Lending, Underwriting, Finance, Refinance, Residential Mortgages
Education
University of Kansas 1968 — 1978
BS
Calvary Chapel School of Ministry 1992 — 1994
Non-Accredited
Suntrust Bank November 2014 - Present
Calvary Chapel of Irvine January 2003 - Present
Indecomm Global Services August 2014 - October 2014
JPMorgan Private Bank September 2007 - March 2014
Capital Funding Group October 2003 - June 2007
Alliance Royale Advisory Center March 2003 - April 2004
Marina Hills Mortgage November 1998 - March 2003
Senate Financial and Summit Financial March 1998 - September 1998
Mortgage Professionals November 1993 - March 1998
Skills
Analyze tax returns and..., Calculate cash flow..., Determine debt..., Review collateral for..., Effective..., Working knowledge of..., Excellent skills in..., Working knowledge and..., Experienced Loan..., Expert Jumbo and Super..., Able to effective..., Mortgage Lending, HAMP, Credit Analysis, Community Outreach, Coaching, Portfolio Management, Financial Analysis, FNMA, USDA, Leadership Development, FHA, FHLMC, Risk Management, Loan Origination, Loans, Credit, Mortgage Banking, Commercial Lending, Underwriting, Finance, Refinance, Residential Mortgages
Education
University of Kansas 1968 — 1978
BS
Calvary Chapel School of Ministry 1992 — 1994
Non-Accredited
Thomas Cripps's JPMorgan Private Bank Experience June 2008 - August 2008
Job Founder at ET Capital Partners
Industry Marketing and Advertising
Experience
ET Capital Partners October 2012 - Present
Footyboots LLC June 2011 - Present
Velcro Industries N.V. January 2010 - Present
Umbilical~GPS (not incorporated) April 2011 - February 2012
Guvera July 2010 - April 2011
Higgins Investments LLC September 2009 - July 2010
JPMorgan Private Bank June 2008 - August 2008
Velcro USA Inc. February 2006 - April 2007
Velcro USA Inc. September 2005 - February 2006
Velcro Australia August 2004 - March 2005
Skills
Six Sigma Black Belt, Market Opportunity..., Running, Trail Running, Adventure, Adventure Travel, Start-up Ventures, Venture Capital, Sports Nutrition, Long Distance Running, Running Mechanics, Six Sigma, Marketing, Private Equity, Market Analysis, Product Development, Investments, Financial Analysis, Business Development, Business Strategy, Mergers & Acquisitions, Financial Services, Start-ups
Education
City University of New York - Baruch College, Zicklin School of Business 2007 — 2009
MBA, Finance
RMIT University 2000 — 2003
BA, Professional Communication
ET Capital Partners October 2012 - Present
Footyboots LLC June 2011 - Present
Velcro Industries N.V. January 2010 - Present
Umbilical~GPS (not incorporated) April 2011 - February 2012
Guvera July 2010 - April 2011
Higgins Investments LLC September 2009 - July 2010
JPMorgan Private Bank June 2008 - August 2008
Velcro USA Inc. February 2006 - April 2007
Velcro USA Inc. September 2005 - February 2006
Velcro Australia August 2004 - March 2005
Skills
Six Sigma Black Belt, Market Opportunity..., Running, Trail Running, Adventure, Adventure Travel, Start-up Ventures, Venture Capital, Sports Nutrition, Long Distance Running, Running Mechanics, Six Sigma, Marketing, Private Equity, Market Analysis, Product Development, Investments, Financial Analysis, Business Development, Business Strategy, Mergers & Acquisitions, Financial Services, Start-ups
Education
City University of New York - Baruch College, Zicklin School of Business 2007 — 2009
MBA, Finance
RMIT University 2000 — 2003
BA, Professional Communication
F. James Robinson III's JPMorgan Private Bank Experience April 1996 - Present
Job Senior Trust Officer at JPMorgan Private Bank
Industry Banking
Experience
JP Morgan April 1996 - Present
JPMorgan Private Bank April 1996 - Present
National Bank of Detroit September 1976 - December 1995
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Asset Management, Investment Advisory, Credit, Wealth Management..., Loans, Capital Markets, Trust Management, Charitable Trusts, Mutual Funds, Financial Analysis, Asset Allocation, Trust Services, Private Banking, Credit Analysis, Asset Managment, Series 63, Investment Management, Securities, Equities, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1974 — 1976
Master of Business Administration (MBA), Marketing
Trinity College-Hartford 1970 — 1974
Bachelor's degree, Psychology
JP Morgan April 1996 - Present
JPMorgan Private Bank April 1996 - Present
National Bank of Detroit September 1976 - December 1995
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Asset Management, Investment Advisory, Credit, Wealth Management..., Loans, Capital Markets, Trust Management, Charitable Trusts, Mutual Funds, Financial Analysis, Asset Allocation, Trust Services, Private Banking, Credit Analysis, Asset Managment, Series 63, Investment Management, Securities, Equities, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1974 — 1976
Master of Business Administration (MBA), Marketing
Trinity College-Hartford 1970 — 1974
Bachelor's degree, Psychology
Jamie LaBrie's JPMorgan Private Bank Experience May 2013 - Present
Job Client Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Private Bank May 2013 - Present
T Rowe Price January 2008 - April 2013
Education
Salisbury University - Perdue School of Business 2000 — 2005
Bachelor's degree, Financial Planning and Services
JPMorgan Private Bank May 2013 - Present
T Rowe Price January 2008 - April 2013
Education
Salisbury University - Perdue School of Business 2000 — 2005
Bachelor's degree, Financial Planning and Services
Kristen Habich, CFA, CFP's JPMorgan Private Bank Experience November 2003 - Present
Job Managing Director at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank November 2003 - Present
The University of Texas at Austin 2003 - 2004
Jurika & Voyles 1997 - 1999
Portola Group December 1994 - 1997
Teach for America 1992 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1991
BBA, Finance
Trinity University 1986 — 1988
JPMorgan Private Bank November 2003 - Present
The University of Texas at Austin 2003 - 2004
Jurika & Voyles 1997 - 1999
Portola Group December 1994 - 1997
Teach for America 1992 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1991
BBA, Finance
Trinity University 1986 — 1988
Robert C. Larson's JPMorgan Private Bank Experience 2010 - 2013
Job Financial Services Compliance Professional
Industry Financial Services
Experience
JPMorgan Private Bank 2010 - 2013
HSBC 1998 - 2009
Skills
Financial Risk, Credit, Banking, KYC, AML, Financial Services, Auditing
Education
University of Illinois at Chicago
MBA, Business Adminstration/Marketing
Texas Christian University
BBA, Business Administration/Marketing
JPMorgan Private Bank 2010 - 2013
HSBC 1998 - 2009
Skills
Financial Risk, Credit, Banking, KYC, AML, Financial Services, Auditing
Education
University of Illinois at Chicago
MBA, Business Adminstration/Marketing
Texas Christian University
BBA, Business Administration/Marketing
Andres Siman's JPMorgan Private Bank Experience September 2012 - Present
Job Analyst at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan - Private Bank September 2012 - Present
UBS Investment Bank July 2011 - September 2012
Luther King Capital Management August 2010 - May 2011
Citibank May 2009 - July 2009
Skills
Valuation, Industry Research, Investment Banking, Deal Execution, Bloomberg, Team Leadership, Reliability, Public Speaking, Academic Achievement, Mergers & Acquisitions, LBO, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BA, Finance
JPMorgan - Private Bank September 2012 - Present
UBS Investment Bank July 2011 - September 2012
Luther King Capital Management August 2010 - May 2011
Citibank May 2009 - July 2009
Skills
Valuation, Industry Research, Investment Banking, Deal Execution, Bloomberg, Team Leadership, Reliability, Public Speaking, Academic Achievement, Mergers & Acquisitions, LBO, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BA, Finance
Thea Van Arkel's JPMorgan Private Bank Experience February 2010 - June 2015
Job Executive Director, J.P.Morgan Private Bank
Industry Banking
Experience
J.P.Morgan Private Bank February 2010 - June 2015
Atticus Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Gerson Lehrman Group (GLG) 2004 - 2006
Education
Harvard University 2000 — 2004
B.A., History
J.P.Morgan Private Bank February 2010 - June 2015
Atticus Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Gerson Lehrman Group (GLG) 2004 - 2006
Education
Harvard University 2000 — 2004
B.A., History
A. Dean Theiss, Jr.'s JPMorgan Private Bank Experience February 1995 - Present
Job JPMorgan Private Bank, Executive Director & Trust Officer
Industry Financial Services
Experience
JPMorgan Private Bank February 1995 - Present
First Victoria National Bank July 1992 - February 1995
Sanwa Bank California April 1988 - June 1992
Skills
Estate Planning, Wealth Management, Trust Services, Private Banking, Trust Management, Wealth Management..., Charitable Trusts, Trusts, Gift Tax
Education
Stephen F. Austin State University 1983 — 1986
BBA, Management and Accounting
JPMorgan Private Bank February 1995 - Present
First Victoria National Bank July 1992 - February 1995
Sanwa Bank California April 1988 - June 1992
Skills
Estate Planning, Wealth Management, Trust Services, Private Banking, Trust Management, Wealth Management..., Charitable Trusts, Trusts, Gift Tax
Education
Stephen F. Austin State University 1983 — 1986
BBA, Management and Accounting
David Cohn's JPMorgan Private Bank Experience September 2003 - July 2005
Job Senior Vice President at Citi
Industry Investment Management
Experience
Citi May 2013 - Present
Citi September 2010 - May 2013
Finnerty Economic Consulting November 2009 - September 2010
Lehman Brothers August 2007 - February 2009
JPMorgan Private Bank September 2003 - July 2005
Offit Hall Capital Management July 2001 - August 2003
Skills
Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments and Markets, Marketing
Princeton University 1997 — 2001
BA, Economics
Citi May 2013 - Present
Citi September 2010 - May 2013
Finnerty Economic Consulting November 2009 - September 2010
Lehman Brothers August 2007 - February 2009
JPMorgan Private Bank September 2003 - July 2005
Offit Hall Capital Management July 2001 - August 2003
Skills
Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments and Markets, Marketing
Princeton University 1997 — 2001
BA, Economics
Anthony James's JPMorgan Private Bank Experience July 2004 - April 2007
Job Associate
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs Private Wealth Management October 2008 - July 2011
JPMorgan Equity Research April 2007 - September 2007
JPMorgan Private Bank July 2004 - April 2007
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
Boston College 2000 — 2004
BSc, Management
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs Private Wealth Management October 2008 - July 2011
JPMorgan Equity Research April 2007 - September 2007
JPMorgan Private Bank July 2004 - April 2007
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
Boston College 2000 — 2004
BSc, Management
Yvette Bruchert's JPMorgan Private Bank Experience June 2004 - August 2009
Job Sales Asst. Analyst at PepsiCo
Industry Food & Beverages
Experience
PepsiCo June 2015 - Present
Pepsi Beverages Company May 2012 - June 2015
JPMorgan Private Bank June 2004 - August 2009
Willis Stein & Partners February 1997 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Editing, Negotiation, Event Planning, Access, Time Management, Administrative..., Management, Forecasting, Marketing Strategy, Sales, Sales Management, Leadership, Administrative..., Sales Operations
Education
University of Illinois at Chicago
PepsiCo June 2015 - Present
Pepsi Beverages Company May 2012 - June 2015
JPMorgan Private Bank June 2004 - August 2009
Willis Stein & Partners February 1997 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Editing, Negotiation, Event Planning, Access, Time Management, Administrative..., Management, Forecasting, Marketing Strategy, Sales, Sales Management, Leadership, Administrative..., Sales Operations
Education
University of Illinois at Chicago
Devin Thomas's JPMorgan Private Bank Experience May 2010 - April 2011
Job Investor at New Ground Ventures
Industry Venture Capital & Private Equity
Experience
New Ground Ventures March 2015 - Present
J.P.Morgan Asset Management April 2011 - March 2015
J.P.Morgan Private Bank May 2010 - April 2011
Detroit Tigers 2007 - 2010
Education
Brown University 2003 — 2007
New Ground Ventures March 2015 - Present
J.P.Morgan Asset Management April 2011 - March 2015
J.P.Morgan Private Bank May 2010 - April 2011
Detroit Tigers 2007 - 2010
Education
Brown University 2003 — 2007
Tiffany Sanders's JPMorgan Private Bank Experience June 1998 - September 2012
Job Associate at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan September 2012 - Present
JPMorgan Private Bank June 1998 - September 2012
Skills
Series 7, Series 63
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance and Management
University of Houston
Business Administration, Computer Information Systems
J.P. Morgan September 2012 - Present
JPMorgan Private Bank June 1998 - September 2012
Skills
Series 7, Series 63
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance and Management
University of Houston
Business Administration, Computer Information Systems
Brad Tumey, CFP®'s JPMorgan Private Bank Experience July 2005 - Present
Job Portfolio Manager at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank July 2005 - Present
MBNA America 2000 - 2004
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Alternative Investments, Investments
Education
University of Delaware 2015 — 2018
Master of Science (M.S.), Finance, General
Saint Joseph's University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
JPMorgan Private Bank July 2005 - Present
MBNA America 2000 - 2004
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Alternative Investments, Investments
Education
University of Delaware 2015 — 2018
Master of Science (M.S.), Finance, General
Saint Joseph's University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
Matt Panarese's JPMorgan Private Bank Experience 2005 - 2008
Job Regional President Philadelphia & Suburban Wealth Advisory at Wilmington Trust Company
Industry Investment Management
Experience
Wilmington Trust Company January 2014 - Present
Wilmington Trust Wealth Advisory Services May 2008 - January 2014
JPMorgan Private Bank 2005 - 2008
Skills
Alternative Investments, Portfolio Management, Asset Management, Series 7, Management, Private Equity, Investments, Asset Managment, Hedge Funds, Capital Markets, Banking, Asset Allocation, Investment Banking, Equities, Wealth Management
Education
Milton Academy
University of Pennsylvania
Wilmington Trust Company January 2014 - Present
Wilmington Trust Wealth Advisory Services May 2008 - January 2014
JPMorgan Private Bank 2005 - 2008
Skills
Alternative Investments, Portfolio Management, Asset Management, Series 7, Management, Private Equity, Investments, Asset Managment, Hedge Funds, Capital Markets, Banking, Asset Allocation, Investment Banking, Equities, Wealth Management
Education
Milton Academy
University of Pennsylvania
Charles Stebbins's JPMorgan Private Bank Experience May 2011 - Present
Job Managing Director at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank May 2011 - Present
JPMorgan Asset Management January 2002 - May 2011
Skills
Investments, Capital Markets, Equities, Hedge Funds, Alternative Investments, Public Speaking, Strategic Planning, Investment Banking, Private Equity, Fixed Income
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters of Business Administration
Yale University 1975 — 1979
Bachelor of Arts, Economics and Political Science, Magna Cum Laude
JPMorgan Private Bank May 2011 - Present
JPMorgan Asset Management January 2002 - May 2011
Skills
Investments, Capital Markets, Equities, Hedge Funds, Alternative Investments, Public Speaking, Strategic Planning, Investment Banking, Private Equity, Fixed Income
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters of Business Administration
Yale University 1975 — 1979
Bachelor of Arts, Economics and Political Science, Magna Cum Laude
Maria Schmitz's JPMorgan Private Bank Experience 2003 - October 2012
Job Private Banker
Industry Financial Services
Experience
Frost Private Banking Group October 2012 - Present
JPMorgan Private Bank 2003 - October 2012
American Heart Association May 1991 - November 2003
Nations Bank October 1988 - May 1991
RepublicBank/First Republic Bank June 1984 - October 1988
Skills
Extensive credit skills, Maintaining Strong..., Loans, Commercial Mortgages, Uniform Combined State..., Portfolio Management, Real Estate, Private Banking, Commercial Lending, Credit Analysis
Education
The University of Texas at Dallas
Bachelor's degree, Finance, General
Univerity of North Texas
Masters of Business Administration
Frost Private Banking Group October 2012 - Present
JPMorgan Private Bank 2003 - October 2012
American Heart Association May 1991 - November 2003
Nations Bank October 1988 - May 1991
RepublicBank/First Republic Bank June 1984 - October 1988
Skills
Extensive credit skills, Maintaining Strong..., Loans, Commercial Mortgages, Uniform Combined State..., Portfolio Management, Real Estate, Private Banking, Commercial Lending, Credit Analysis
Education
The University of Texas at Dallas
Bachelor's degree, Finance, General
Univerity of North Texas
Masters of Business Administration
Anthony Dell'Arena's JPMorgan Private Bank Experience August 2002 - March 2005
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2013 - Present
AEA Investors LP January 2013 - May 2013
Fairfield Greenwich Advisors April 2005 - June 2012
JPMorgan Private Bank August 2002 - March 2005
Skills
FINRA, Securities Regulation, AML, Hedge Funds, Securities, Equities, Due Diligence, Alternative Investments, Financial Regulation, SEC, KYC, Risk Management, Private Equity, Capital Markets, Operational Risk, Broker-Dealer, Series 24, Investment Banking, Fund Of Funds, Asset Management, Investment Advisers Act, Investment Management, Investments, Financial Services
Education
Rutgers, The State University of New Jersey-Newark
Master of Arts
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts
Saint Joseph Regional High School
University of Arkansas School of Law, Fayetteville
Juris Doctor
Credit Suisse May 2013 - Present
AEA Investors LP January 2013 - May 2013
Fairfield Greenwich Advisors April 2005 - June 2012
JPMorgan Private Bank August 2002 - March 2005
Skills
FINRA, Securities Regulation, AML, Hedge Funds, Securities, Equities, Due Diligence, Alternative Investments, Financial Regulation, SEC, KYC, Risk Management, Private Equity, Capital Markets, Operational Risk, Broker-Dealer, Series 24, Investment Banking, Fund Of Funds, Asset Management, Investment Advisers Act, Investment Management, Investments, Financial Services
Education
Rutgers, The State University of New Jersey-Newark
Master of Arts
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts
Saint Joseph Regional High School
University of Arkansas School of Law, Fayetteville
Juris Doctor
Bethany Wygonik's JPMorgan Private Bank Experience April 2011 - Present
Job Asset and Wealth Management at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank April 2011 - Present
Skills
Series 7 and 63 license, internationally..., experienced in..., advanced written and..., excellent..., extensive experience..., Management, Banking, Microsoft Office, Data Analysis, Microsoft Excel, Customer Service, Leadership, PowerPoint, Event Planning, Nonprofits, Training
Education
Pennsylvania State University
Bachelor of Arts (B.A.), French Language, Literature, and Culture
University of Pittsburgh
MAT, World Language: French K‐12 , 4.0
JPMorgan Private Bank April 2011 - Present
Skills
Series 7 and 63 license, internationally..., experienced in..., advanced written and..., excellent..., extensive experience..., Management, Banking, Microsoft Office, Data Analysis, Microsoft Excel, Customer Service, Leadership, PowerPoint, Event Planning, Nonprofits, Training
Education
Pennsylvania State University
Bachelor of Arts (B.A.), French Language, Literature, and Culture
University of Pittsburgh
MAT, World Language: French K‐12 , 4.0
Eric Cherkauskas's JPMorgan Private Bank Experience 2009 - Present
Job Senior Account Officer JPMorgan Private Bank
Industry Financial Services
Experience
Pennsylvania Army National Guard October 2014 - Present
JPMorgan Private Bank 2009 - Present
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor's Degree, Accounting and Finance
Pennsylvania Army National Guard October 2014 - Present
JPMorgan Private Bank 2009 - Present
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor's Degree, Accounting and Finance
Brian Foellner's JPMorgan Private Bank Experience December 2003 - May 2005
Job Accountant at Continental Property Management
Industry Real Estate
Experience
Continental Property Management July 2005 - Present
JPMorgan Private Bank December 2003 - May 2005
The Sports Network August 1997 - March 2003
Skills
Microsoft Office, Jenark, Financial Statements, General Ledger..., Budgets
Education
Temple University - Fox School of Business and Management 2001 — 2003
Bachelor of Business Administration (BBA), Accounting
Penn State University 1993 — 1996
Continental Property Management July 2005 - Present
JPMorgan Private Bank December 2003 - May 2005
The Sports Network August 1997 - March 2003
Skills
Microsoft Office, Jenark, Financial Statements, General Ledger..., Budgets
Education
Temple University - Fox School of Business and Management 2001 — 2003
Bachelor of Business Administration (BBA), Accounting
Penn State University 1993 — 1996
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank