JPMorgan Private Wealth Management
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JPMorgan Private Wealth Management Employees
Pizza Hut October 2012 - Present
Merrill Lynch June 2011 - October 2012
SMU Venture Fund August 2010 - May 2011
JPMorgan Private Wealth Management June 2010 - August 2010
Chase Performance Ventures, LLC October 2006 - May 2008
Devil's Delivery Service January 2003 - January 2006
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Asset Managment, Private Equity, Series 7, Asset Allocation, Alternative Investments, Due Diligence, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Capital Markets, Retirement Planning, Investment Strategies, Asset Management, Business Planning
Education
Cox School of Business, Southern Methodist University 2009 — 2011
Master, Finance, Strategy, Entrepreneurship, 3.4
Duke University 2002 — 2006
Bachelor of Arts, Philosophy, Certification in Markets & Management, Certificate in Entrepreneurship
St. Mark's School of Texas 1995 — 2002
Goldman Sachs July 2010 - Present
JPMorgan Private Wealth Management July 2008 - December 2009
JPMorgan Chase Bank June 2007 - August 2007
JPMorgan Chase Bank June 2006 - August 2006
Education
Simon School of Business 2004 — 2008
Certificate, Business Management
University of Rochester
Bachelors of Arts, History
New York Institute of Finance
Credit Risk Analysis
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
Bank of the West February 2012 - Present
Wells Fargo Private Bank July 2010 - March 2012
JPMorgan Private Wealth Management January 2000 - July 2010
Zions Bancorporation April 1995 - December 2000
Salt Lake Community College January 1998 - January 1999
PAYCHEX, INC January 1993 - January 1995
Skills
Relationship Management, Wealth Management, Financial Services, Banking, Leadership, Training, Investments, Financial Analysis, Credit, Portfolio Management, Management, Adult Education, Group Facillitation..., Adult Learning, Finance
Education
Salt Lake Community College
Finance & Business Administration
Mobile Desk Pal June 2010 - Present
Cincinnati USA Regional Chamber 2009 - 2010
JPMorgan Private Wealth Management June 2008 - June 2009
JPMorgan Chase March 2005 - June 2008
Gradison McDonald Financial December 2004 - March 2005
American Express 2003 - 2005
Provident Securities & Investments February 1997 - June 2003
Provident Securities April 1995 - February 2003
Central Hardware April 1989 - March 1993
Skills
Customer Service, Team Building, Sales, Small Business, Strategic Planning, Public Speaking, Marketing, Financial Analysis, New Business Development, Coaching, Insurance, Budgets, Sales Management, Training, Leadership, Strategy, Networking, Time Management, Investments, Account Management, Entrepreneurship, Analysis, Business Development, Microsoft Office, CRM, Marketing Strategy, Finance, Real Estate, Business Planning, Fundraising, Microsoft Excel, Banking, Management, Employee Benefits, Customer Retention, Access, Social Media Marketing, Project Planning, Social Networking, Social Media, Leadership Development, Business Strategy, Start-ups
Education
Nyack College 2009 — 2011
BA, Organizational Leadership
University of Cincinnati 1993 — 1995
Associate, Science
interested in connecting
The PrivateBank September 2012 - Present
Bank of America Merrill Lynch August 2011 - September 2012
JPMorgan Private Wealth Management October 2010 - August 2011
JPMorgan June 2009 - October 2010
JPMorgan May 2008 - August 2008
JPMorgan May 2007 - July 2007
Wrigley May 2006 - August 2006
Skills
Portfolio Management, Banking, Credit, Financial Reporting, Mutual Funds, Data Modeling, Financial Modeling, Bloomberg, Private Banking, Finance, Commodity, Financial Analysis, Valuation
Education
University of Iowa 2005 — 2009
BBA, Finance, Political Science
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A, Finance
Fifth Third Bank April 2010 - Present
Fifth Third Bank April 2010 - April 2015
JPMorgan Private Wealth Management October 2004 - March 2010
Skills
Management, Banking, Investments, Credit, Portfolio Management, Wealth Management, Loans, Risk Management, Commercial Lending, Financial Analysis
Education
University of Dayton School of Law 1992 — 1995
JD, Law
Franklin College 1988 — 1992
BA, History and Political Science
Texas Capital Bank April 2015 - Present
Raymond James Financial Inc. October 2011 - April 2015
JPMorgan Private Wealth Management January 2009 - October 2011
JPMorgan Chase Bank, N.A. May 2007 - January 2009
Texas Global May 2006 - May 2007
Education
Texas A&M University - Mays Business School 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cedar Park High School
CBC Specialty Beverage March 2013 - Present
Campus 2 Career November 2013 - Present
Associated Colleges of Illinois February 2013 - February 2015
Princeton Entrepreneur Network - Chicago December 2011 - March 2013
Northern Trust November 2010 - March 2013
Silver Step October 2010 - January 2013
JPMorgan Private Wealth Management September 2009 - November 2010
JPMorgan Chase August 2004 - September 2009
Skills
Team Leadership, Professional Networking, Corporate Finance, Wealth Management, Higher Education, Building Relationships, Innovation, New Business Development, Business Networking, Entrepreneurship, Cross-functional Team..., Structured Finance, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
M.B.A., Marketing and Finance
Princeton University 2000 — 2004
B.A., Political Science
Edelman Fiinancial Services August 2010 - Present
JPMorgan Private Wealth Management December 2005 - April 2010
Harris Trust and Savings Bank / Sullivan, Bruyette, Speros & Blayney May 2000 - December 2005
American Express Financial Advisors April 1987 - May 2000
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments
Education
University of Iowa
BA
Institute for Certified Bankers 2006 — 2007
Certified Trust and Financial Analyst (CTFA)
Quantum Institute 1990 — 1990
Certified Divorce Financial Analyst (CDFA)
College for Financial Planning 1988 — 1990
Certified Financial Planner (CFP)
JPMorgan Private Bank June 2015 - Present
JPMorgan Private Bank February 2013 - Present
JPMorgan Private Bank June 2011 - February 2013
JPMorgan Private Wealth Management August 2007 - June 2011
Chase Investment Services Inc June 2006 - August 2008
Skills
Asset Allocation, Series 63, Series 7, Portfolio Management, Fixed Income
Education
Illinois State University 2002 — 2006
Bachelor of Science, Finance
JP Morgan Chase February 2011 - Present
JPMorgan Private Wealth Management 2007 - Present
J.P. Morgan Asset Manament 2007 - 2011
Education
Lock Haven University of Pennsylvania 1989 — 1993
Mgmt Science: Accounting
Southern Wealth Management January 2012 - Present
Four Corners Wealth Management LLC August 2010 - January 2012
JPMorgan Private Wealth Management April 2008 - August 2010
Bank of America Private Bank/US Trust April 2001 - April 2008
The Ayco Company, L.P. November 1999 - April 2001
Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Advisory, Asset Allocation, Estate Planning, Investment Management, Finance, Mutual Funds, Investments, Asset Management, Strategic Financial...
Education
University of North Carolina at Chapel Hill 1986 — 1991
BSBA/MAC, Accounting/Tax
JPMorgan October 2010 - Present
JPMorgan Private Wealth Management July 2007 - December 2010
Skills
Wealth Management, Asset Management, Capital Markets, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Wealth, Fixed Income, Equities, Valuation, Alternative Investments, Series 7, Hedge Funds, Analysis, Bloomberg, Financial Analysis
Education
Morehouse College 2003 — 2007
B.A., Business Administration (Finance)