JPMorgan Securities

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JPMorgan Securities Employees

Employee
Years
Job
Industry
Matthew Bernier Matthew Bernier Huntington, New York Details
Matthew Bernier's JPMorgan Securities Experience March 2010 - December 2012
Job Professional
Industry Financial Services
Experience
JPMorgan Securities   March 2010 - December 2012
Smith Barney  2008 - March 2010
ACP  2003 - 2008
IQPC  2003 - 2003

Skills
Sales Management, Skilled Relationship..., Manage Client..., Membership Development, Fitness Industry, Wellness, CRM, Lead Generation

Education
Castleton University   2000 — 2001

North Smithfield High School   1996 — 2000
High School Diploma

Brian Rippel, MBA Brian Rippel, MBA Chicago, Illinois Details
Brian Rippel, MBA's JPMorgan Securities Experience September 2012 - October 2013
Job Securities Processing Consultant at Northern Trust Securities Corporation
Industry Investment Management
Experience
Northern Trust Corporation  May 2015 - Present
OptionsHouse  December 2014 - May 2015
tradeMONSTER  October 2013 - December 2014
JPMorgan Securities   September 2012 - October 2013
JPMorgan Chase  November 2010 - August 2012
JPMorgan Chase  December 2009 - November 2010
JPMorgan Chase  December 2008 - December 2009
First Investors Corporation  March 2008 - October 2008

Skills
Banking, Finance, Customer Service, Sales, Risk Management, Options, Operations Management, Financial Services, Insurance, Credit Risk, Investments, Teamwork, Research, Networking, Funding, English, French, Mutual Funds, Credit, Strategic Financial..., Financial Planning, Microsoft Office, Microsoft Excel

Education
Capital University - School of Management   2010 — 2012
Master of Business Administration (M.B.A.), Finance

Muskingum College   2004 — 2008
Bachelor's of Arts, International Business, International Affairs, French

Université de Sud Toulon-Var   2006 — 2007
French

Anthony Wayne High School   2000 — 2004

Kevin A. Donovan Kevin A. Donovan Greater New York City Area Details
Kevin A. Donovan's JPMorgan Securities Experience 2004 - 2008
Job Conributor at Seeking Alpha
Industry Writing and Editing
Experience
Seeking Alpha  August 2014 - Present
istockanalyst.com   January 2012 - Present
The Donovan Report   December 2008 - Present
JPMorgan Securities   2004 - 2008
JP MORGAN SECURITIES  2004 - 2008
JPMorgan  2004 - 2008
Lehman Brothers  2001 - 2004
Dow Jones Newswires  September 1986 - September 1992

Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research

Education
New York University - Leonard N. Stern School of Business   1986 — 1992
MBA, Economics

University of Oklahoma   1969 — 1973
BA, English

Karl Will Karl Will Honolulu, Hawaii Details
Karl Will's JPMorgan Securities Experience October 2003 - July 2009
Job Founder, Manager at Parche Capital Management, LLC
Industry Investment Management
Experience
Parche Capital Management, LLC   July 2012 - Present
Retired and enjoying time with family  August 2009 - July 2012
JPMorgan Securities   October 2003 - July 2009
Merrill Lynch  June 2000 - June 2003
Deutsche Bank Securities  May 1995 - June 2000
Credit Suisse First Boston  September 1990 - April 1995
US Navy  June 1979 - September 1988

Education
Stanford University   1988 — 1990
MBA, Accounting and Finance

Georgia Institute of Technology   1976 — 1980
BNE, Nuclear Engineering

Chad Ralston Chad Ralston Atlanta, Georgia Details
Chad Ralston's JPMorgan Securities Experience May 2007 - August 2007
Job Grassroots at American Spirit Whiskey
Industry Information Technology and Services
Experience
American Spirit Whiskey   April 2015 - Present
Box It Up   March 2015 - Present
C4 Belts  July 2012 - April 2015
RouteMatch Software  March 2013 - February 2015
Foltz Martin   August 2011 - February 2013
JPMorgan Securities   May 2007 - August 2007
ING Investment Management  May 2006 - August 2006

Skills
Due Diligence, Legal Writing, Private Equity, Financial Modeling, Management, Salesforce.com, Writing, Creative Problem Solving, Corporate Finance, Commercial Real Estate, Corporate Law, Finance, Strategy, Operations Management, Intellectual Property, Google Analytics, HTML 5, CSS3, Grassroots Marketing, Sales, Business Development, Microsoft Excel, Portfolio Management, Market Research, Strategic Planning, Microsoft Office, Mergers & Acquisitions, Marketing

Education
Emory University School of Law   2008 — 2011
J.D., with Honors

University of Georgia   2004 — 2008
B.B.A. in Finance, summa cum laude, with Honors

Pace Academy

Alexander Schwarz Alexander Schwarz Greater Chicago Area Details
Alexander Schwarz's JPMorgan Securities Experience April 2014 - Present
Job JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   April 2014 - Present
JPMorgan Securities   June 2013 - April 2014
JP Morgan Chase  October 2011 - June 2013
JPMorgan Chase  November 2010 - October 2011

Education
The University of Texas at San Antonio   2005 — 2010
B.B.A., Finance, Real Estate Development & Finance

Heidi Learner, CFA Heidi Learner, CFA Greater New York City Area Details
Heidi Learner, CFA's JPMorgan Securities Experience March 2005 - February 2007
Job Chief Economist at Savills Studley
Industry Commercial Real Estate
Experience
Savills Studley  2012 - Present
State Street  November 2010 - January 2012
Munich Re  June 2008 - July 2010
Barclays  April 2007 - June 2008
JPMorgan Securities   March 2005 - February 2007

Skills
Fixed Income, Bonds, Derivatives, Trading, Quantitative Finance, Econometric modeling;, Scenario analysis;, Curve and relative..., ALM and interest..., Macroeconomics;, Trade strategy;, eViews;, MATLAB;, Portfolio Management, Options, Hedging, Macroeconomics, Hedge Funds, Investments, Emerging Markets, Interest Rate..., Economics

Education
Columbia University   1999 — 2001
Masters, Mathematical Finance

University of Pennsylvania   1990 — 1994
Bachelor of Science, Finance and Bioengineering

Douglas Pagán Douglas Pagán Greater Boston Area Details
Douglas Pagán's JPMorgan Securities Experience June 2000 - June 2002
Job Chief Financial Officer at Paratek Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Paratek Pharmaceuticals  December 2014 - Present
Acceleron Pharma  April 2008 - Present
Biogen Idec  March 2004 - April 2008
Bristol-Myers Squibb  July 2002 - February 2004
JPMorgan Securities   June 2000 - June 2002
Johnson & Johnson  June 1993 - August 1999

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Finance / Accounting

Princeton University   1989 — 1993
BSE, Chemical Engineering

Joshua Schirner Joshua Schirner Navarre, Florida Details
Joshua Schirner's JPMorgan Securities Experience June 2011 - August 2013
Job Tax Associate at Randall L. Sansom, CPA, PA
Industry Accounting
Experience
Randall L. Sansom, CPA, PA   January 2015 - Present
Wright State University  August 2013 - May 2014
JPMorgan Securities   June 2011 - August 2013
US Air Force  August 2009 - December 2010
U.S. Air Force Academy   June 2005 - May 2009

Skills
Air Force, Leadership, Security Clearance, Government, Military, Economics, Customer Service, Collaborative Problem..., Notary Public, Defense, Military Experience, Intercultural..., Team Building, Economic Forecasting, Econometrics, Accounting, Quality Assurance, Finance, Academic Tutoring, Academic Institutions, Engaging Public Speaker, Engineering, Small Business, Legal Compliance, Public Speaking

Education
Wright State University   2013 — 2014
Master of Science (MS), Applied and Social Economics

United States Air Force Academy   2005 — 2009
Bachelor of Science (BS), Social Sciences

Wayland Baptist University   2009 — 2009
Business

Philip Case Philip Case Greater Salt Lake City Area Details
Philip Case's JPMorgan Securities Experience 1997 - 2003
Job Corporate Finance, Cornerstone Research & Development Inc.
Industry Alternative Medicine
Experience
Cornerstone Research & Development, Inc.   October 2012 - Present
WorldTrans Services, Inc.   April 2011 - December 2011
TGG Capital   December 2010 - May 2011
CR Bard  December 2009 - November 2010
thinkorswim  January 2008 - December 2008
The Case Group   November 2003 - December 2007
JPMorgan Securities   1997 - 2003
U.S. Marine Corps   July 1988 - October 1998

Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Forecasting, Finance, Business Intelligence, Leadership, Due Diligence, Managerial Finance, Mergers, Valuation, Business Valuation, Strategy, Start-ups, Business Strategy, Accounting, Management, Budgets, Process Improvement, Analysis, ERP, Business Development, Financial Reporting, Analytics, Risk Management, Strategic Financial..., Operations Management, Strategic Planning, Internal Controls, Integration, Value Stream Mapping, Corporate Development, Investment Banking, Management Consulting, Data Analysis, Cost Accounting, Cash Flow Forecasting, Revenue Recognition, Data Mining, Regression Analysis, Pareto Analysis, Process Control, US GAAP reporting, Foreign Currency..., Hedge Funds, Private Equity, cGMP manufacturing, Lean Manufacturing, Sarbanes-Oxley

Education
University of Washington   1992 — 1995
Bachelors

Seattle University   1995 — 1996
Masters of Science

April Beltran April Beltran Fountain Hills, Arizona Details
April Beltran's JPMorgan Securities Experience June 2008 - November 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Assistant Vice President - Investments with Wells Fargo Advisors, LLC   November 2014 - Present
JPMorgan Securities   June 2008 - November 2014
Chase Investments  May 2005 - January 2007

Education
University of Arizona, Eller College of Management   2001 — 2003
Bachelor's degree, Marketing

Rice University   1998 — 2000

Zhi Yang Zhi Yang New York, New York Details
Zhi Yang's JPMorgan Securities Experience June 2013 - May 2014
Job Consultant at EY
Industry Information Technology and Services
Experience
EY Advisory Services - Performance Improvement   August 2014 - Present
JPMorgan Securities   June 2013 - May 2014
JPMorgan Chase & Co.   February 2012 - May 2013

Education
Syracuse University
Bachelor’s Degree, Dual Major in Information Management & Technology and Finance, Summa Cum Laude

Rob Carswell Rob Carswell Greater Atlanta Area Details
Rob Carswell's JPMorgan Securities Experience 1998 - 2001
Job Financial Consultant
Industry Financial Services
Experience
Carswell & Associates Financial Advisors   2013 - Present
J.P. Morgan   October 2011 - January 2013
JPMorgan Securities   1998 - 2001

Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Banking, Negotiation, Commercial Lending

Education
The University of Texas at San Antonio   1991 — 1994
MBA, Finance

Lamar University   1981 — 1983
BBA, Finance

Julie Wander Julie Wander Columbus, Ohio Area Details
Julie Wander's JPMorgan Securities Experience December 2012 - June 2014
Job AVP Supervision Analyst at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities  June 2014 - Present
JPMorgan Securities   December 2012 - June 2014
Chase Investment Services Corporation  December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK  February 2008 - August 2009
Fifth Third Securities  January 2004 - February 2008
J P Morgan Chase (formerly Bank One)   August 2001 - December 2003
JP Morgan Chase (formerly Bank One)   January 2000 - August 2001
JP Morgan Chase (formerly Bank One)   January 1998 - January 2000
Merrill Lynch  January 1993 - January 1995

Education
The Ohio State University   1989 — 1993
B.S. Business Administration, Marketing

Brian Nolan, CFA Brian Nolan, CFA Greater New York City Area Details
Brian Nolan, CFA's JPMorgan Securities Experience July 2009 - April 2011
Job Associate at Doral Leveraged Asset Management
Industry Financial Services
Experience
Doral Leveraged Asset Management   March 2012 - Present
Renaissance Capital  April 2011 - August 2011
JPMorgan Securities   July 2009 - April 2011
Keefe, Bruyette   June 2008 - August 2008
Celtic PLC   January 2007 - February 2007

Skills
Bloomberg, Equities, Fixed Income, Microsoft Office, Credit, Investments, Economics, Securities, Microsoft Excel, Research, Banking, PowerPoint, Portfolio Management, Financial Modeling, Financial Analysis, Analysis, Equity Research, Financial Statement..., Business Strategy, Chartered Financial..., Microsoft Word, Financial Accounting, Outlook, Sales, Financial Services, Series 7, Valuation, Due Diligence, Mutual Funds, Finance

Education
Cornell University   2005 — 2009
School of Arts; Bachelor of Arts, Economics

Investment Banking Institute   2011 — 2011
Financial Modeling and Valuation

Bill Novotny Bill Novotny Columbus, Ohio Area Details
Bill Novotny's JPMorgan Securities Experience April 2013 - December 2014
Job Private Client Consultant
Industry Financial Services
Experience
JPMorgan Chase Bank, NA  January 2015 - Present
JPMorgan securities   April 2013 - December 2014
Chase Investments  May 2012 - March 2013
Chase Home Finance  June 2011 - May 2012
JPMorgan Chase  December 2007 - June 2011

Education
Ohio Dominican University   2012 — 2013
Master of Business Administration (M.B.A.)

David Leonardo, CFE David Leonardo, CFE Miami/Fort Lauderdale Area Details
David Leonardo, CFE's JPMorgan Securities Experience September 1997 - October 1999
Job
Industry Restaurants
Experience
La Galere Markets   January 2014 - Present
Wild Wing Cafe  February 2012 - January 2014
Arby's Restaurant Group  December 2005 - October 2011
Burger King Corporation  August 2001 - December 2005
www.Foodtrader.com   February 2000 - July 2001
JPmorgan Securities   September 1997 - October 1999

Skills
Franchising, Franchise Consulting, Income Statement, Franchise Sales, Restaurant Management, Multi-unit, Management, Sales, Restaurants, Marketing Strategy, Real Estate Development, Customer Service, Team Building, P&L Management, Event Planning, Mergers, Recruiting, Food Service, Budgets, Marketing, Corporate Law, Finance, Leadership, Leadership Development, Social Media, Retail, Sales Operations, Business Planning, Location Intelligence, Food, Operations Management, Mergers & Acquisitions, Contract Negotiation, Social Media Marketing, Food & Beverage, Direct Sales, Strategic Planning, Public Speaking, Sales Management, Negotiation, Business Development

Education
Boston University - School of Management   1992 — 1997
BSBA

Boston University

Phil Brennan Phil Brennan Greater Chicago Area Details
Phil Brennan's JPMorgan Securities Experience March 2005 - June 2007
Job Managing Partner at Go Capital LLC
Industry Venture Capital & Private Equity
Experience
Go Capital LLC   July 2015 - Present
Prospect Partners, LLC  July 2007 - June 2015
JPMorgan Securities   March 2005 - June 2007
JPMorgan Chase  July 2003 - March 2005

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA

University of Notre Dame   1999 — 2003
BBA, Finance and Business Economics

Jeremy Jonker Jeremy Jonker San Francisco Bay Area Details
Jeremy Jonker's JPMorgan Securities Experience July 2007 - July 2009
Job
Industry Financial Services
Experience
PayPal  May 2012 - Present
PayPal  August 2013 - February 2015
Sabre Holdings  August 2009 - May 2012
JPMorgan Securities   July 2007 - July 2009
The Carlyle Group  August 2006 - April 2007
JPMorgan Securities   May 2006 - August 2006
Sabre Holdings  September 2001 - June 2005

Education
Georgetown University - The McDonough School of Business   2005 — 2007
MBA, Finance

Indiana University - Kelley School of Business   1996 — 2001
BSBA, Finance

Jean-Louis Lee Jean-Louis Lee Greater New York City Area Details
Jean-Louis Lee's JPMorgan Securities Experience June 2003 - April 2007
Job Managing Director at Maybank Kim Eng Securities
Industry Investment Banking
Experience
Maybank KE Securities USA   July 2012 - Present
Daewoo Securities  April 2007 - December 2011
JPMorgan Securities   June 2003 - April 2007
HSBC Securities James Capel   November 1998 - May 2003

Skills
Equities, Alternative Investments, Derivatives, Due Diligence, Emerging Markets, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Management, Trading, Venture Capital

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance

Université Paris Dauphine   1986 — 1989
Bachelor of Arts (B.A.), International Finance

Nick Gustafson Nick Gustafson New York, New York Details
Nick Gustafson's JPMorgan Securities Experience February 2009 - December 2011
Job Vice President at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  November 2012 - Present
JPMorgan Securities   February 2009 - December 2011
JPMorgan Securities   September 2006 - February 2009
JPMorgan Securities   June 2005 - August 2005
MTS Systems  June 2004 - August 2004

Education
University of Virginia   2004 — 2006
Bachelor of Arts (BA), Economics

United States Military Academy at West Point   2002 — 2004

Jordan Mayer CFP, CPWA, CIMA Jordan Mayer CFP, CPWA, CIMA Greater New York City Area Details
Jordan Mayer CFP, CPWA, CIMA's JPMorgan Securities Experience October 2007 - Present
Job Managing Director at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   October 2007 - Present
Smith Barney  November 1986 - October 2007

Education
Wharton School, University of Pennsylvania   2012 — 2012
Certified Investment Management Analyst

The University of Chicago - Booth School of Business   2011 — 2011
Certified Private Wealth Advisor

Molloy College   2005 — 2007
Certified Financial Planner

Hofstra University   1979 — 1983
BBA, Marketing

Commack High School North   1976 — 1979

Nick Eaton Nick Eaton San Francisco Bay Area Details
Nick Eaton's JPMorgan Securities Experience 1994 - 1996
Job Investment Advisor
Industry Investment Management
Experience
EARN  January 2004 - Present
Goldman Sachs, Private Wealth Management  2001 - Present
Protege Inc., UK   2000 - 2000
JP Morgan & Co.   1996 - 1999
JPMorgan Securities   1994 - 1996

Skills
Derivatives, Investment Management, Risk Management, Asset Allocation, IPO, Estate Planning, Equity Capital Markets, Wealth Management..., Start-ups, Strategy, Financial Analysis, Business Strategy, Fundraising, Fixed Income, LBO, Series 7, Securities, Non-profits, Business Development, Bloomberg, Financial Advisory, Philanthropy, Venture Capital, Equities

Education
Harvard Business School   1999 — 2001
MBA, Finance

University of North Carolina   1990 — 1994
BA (hons), Economics and Political Science

Stephanie Balandrin Stephanie Balandrin Chicago, Illinois Details
Stephanie Balandrin's JPMorgan Securities Experience December 2012 - Present
Job Client Service Associate at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   December 2012 - Present
JPMorgan Chase  March 2012 - December 2012
JPMorgan Chase  July 2010 - March 2012

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2013 — 2017
Master of Business Administration (MBA), Finance

University of Iowa   2006 — 2010
Bachelor of Arts (B.A.), Communication Studies

Perry Jeffries III Perry Jeffries III Columbus, Ohio Details
Perry Jeffries III's JPMorgan Securities Experience May 2012 - March 2014
Job President at Phynancially Fit Wealth Management
Industry Financial Services
Experience
Phy-nancially Fit Wealth Management   September 2014 - Present
Phy-nancially Fit LLC   April 2013 - Present
JPMorgan Chase Bank, NA  April 2014 - July 2014
JPMorgan Securities   May 2012 - March 2014
JPMorgan Securities LLC  January 2009 - May 2012
UBS  2004 - 2009
Lifetime Fitness  2000 - 2003

Skills
Investments, Series 7, Retirement, Finance, Mutual Funds, Series 63, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Fixed Annuities, Loans, Financial Analysis, Estate Planning, Portfolio Management, Insurance, Financial Modeling, Financial Advisory, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Pensions

Education
Tennessee State University   1997 — 1999
Bachelor of Science (BS), Mathematics and Biology

Genesee Community College   1995 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Howard University   1994 — 1995

William E Laverty William E Laverty Cape Elizabeth, Maine Details
William E Laverty's JPMorgan Securities Experience April 1997 - April 2004
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2009 - Present
Banc of America Securities  April 2004 - June 2007
JPMorgan Securities   April 1997 - April 2004

Skills
Underwriting, Series 7, Mutual Funds, Municipalities, Series 63, Municipal Principal..., Management, Fixed Income, Investments, Capital Markets, Bonds, Asset Management, Securities, Bloomberg

Education
Boston College - Carroll School of Management   1973 — 1975
Master of Business Administration (MBA), Finance, General

Villanova University   1969 — 1973
Bachelor of Arts (B.A.), General Studies

Ashley Myles Ashley Myles Greater Chicago Area Details
Ashley Myles's JPMorgan Securities Experience May 2011 - August 2011
Job Assurance Staff at EY
Industry Accounting
Experience
EY  September 2014 - Present
EY  June 2013 - August 2013
Ernst & Young  June 2012 - August 2012
JPMorgan Securities   May 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office

Education
University of Illinois at Urbana-Champaign   2013 — 2014
Master's Degree, Accounting

University of Illinois at Urbana-Champaign - College of Business   2009 — 2013
Bachelor's Degree, Accounting

Brian Wren Brian Wren Bayside, New York Details
Brian Wren's JPMorgan Securities Experience August 2014 - Present
Job Client Onboarding Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Securities   August 2014 - Present
Jones Beach Lifeguard Corps  June 2013 - Present
UNICEF  May 2013 - August 2013
RuffaloCODY  September 2012 - December 2012
New York City Mayor's Office  June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Skills
Regulatory Compliance, KYC, Onboarding, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Client Liaison, Fundraising, Financial Analysis, Financial Statements

Education
Providence College   2010 — 2014
Bachelor of Science (B.S.), Finance

Xavier High School   2006 — 2010
High School Diploma

Allison Eckert Allison Eckert Greater Boston Area Details
Allison Eckert's JPMorgan Securities Experience March 2013 - September 2014
Job Financial Professional
Industry Financial Services
Experience
Merrill Lynch  October 2014 - Present
JPMorgan Securities   March 2013 - September 2014
Merrill Lynch  June 2010 - March 2013
WATCH CDC  June 2011 - March 2012
Merrill Lynch  May 2009 - June 2010
Bentley University Service-Learning Department   September 2006 - May 2010
Back Pages Books (Bentley University Project)   September 2008 - December 2008

Skills
Excel, Word, PowerPoint, Outlook, Customer Relations, Microsoft Excel, Customer Service, Banking, Risk Management, Financial Modeling, Finance, Series 7, TEFL, Investments, Employee Training, Teaching English as a..., Training, Financial Analysis, Microsoft Word, Management

Education
Bentley University   2006 — 2010
B.S, Economics; Finance

Lorenzo Di Medici   2008 — 2008

Pinkerton Academy   2002 — 2006

Shannon Siwinski Shannon Siwinski Greater New York City Area Details
Shannon Siwinski's JPMorgan Securities Experience June 1992 - Present
Job Executive Director at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   June 1992 - Present
JPMorgan Chase  1992 - Present

Skills
Fixed Income, Series 7, Securities, Capital Markets, Bloomberg, Series 63, Strategic Planning, Bonds, Public Speaking

Education
Fairfield University   1988 — 1992
BS, Biology

Alan Koines Alan Koines Greater New York City Area Details
Alan Koines's JPMorgan Securities Experience 2003 - 2005
Job Director at Avis Budget Group
Industry Capital Markets
Experience
Avis Budget Group  2010 - Present
Brightwater Capital, LLC   2005 - 2010
JPMorgan Securities   2003 - 2005
JPMorgan Chase Bank  1996 - 2003

Education
Fairfield University

Robert Vastine Robert Vastine Houston, Texas Area Details
Robert Vastine's JPMorgan Securities Experience February 2013 - November 2013
Job Private Client Advisor at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase  November 2013 - Present
JPMorgan Securities   February 2013 - November 2013
Raymond James & Associates, Inc   September 2010 - June 2012
Associated Insurance Managers   April 2006 - September 2010

Education
Louisiana State University   2001 — 2005
BA, Business, Economics & Sociology

Sam Abraham Sam Abraham Greater New York City Area Details
Sam Abraham's JPMorgan Securities Experience July 2006 - June 2008
Job Vice President at ARC Fund
Industry Mining & Metals
Experience
ARC Fund   July 2013 - Present
Hudson Clean Energy  May 2012 - August 2012
ARC Fund   July 2008 - June 2011
JPMorgan Securities   July 2006 - June 2008
JPMorgan Securities   June 2005 - August 2005
Procter & Gamble  May 2004 - August 2004

Skills
Emerging Markets, Financial Modeling, Valuation, Latin America, Investment Banking, Due Diligence, DCF, Venture Capital, Corporate Finance, Capital Markets, Private Equity, Equities, Portfolio Management, Mergers, Competitive Analysis, Financial Analysis, Business Valuation, Strategy, Finance, Corporate Development, Investments, Equity Research, LBO, Business Strategy

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Entrepeneurship Management, Finance

University of Pennsylvania   2003 — 2005
B.Sc., Computer Science and Engineering

Universidad Simón Bolívar   2000 — 2003
B.Sc., Computer Engineering

Karen Dongvort Karen Dongvort Greater New York City Area Details
Karen Dongvort's JPMorgan Securities Experience October 2007 - September 2014
Job CLIENT SERVICE SPECIALIST at TDAMERITRADE
Industry Financial Services
Experience
TDAMERITRADE  September 2014 - Present
Kings Park Jewish Center   May 2009 - Present
JPMorgan Securities   October 2007 - September 2014
Smith Barney  September 1990 - October 2007

Skills
Series 7, Series 63, Banking, Retirement Planning, Fixed Annuities, Series 66

Education
SUNY Empire State College   2008 — 2012
Associate's degree, Business Administration, Management and Operations

Scott Holt Scott Holt Greater New York City Area Details
Scott Holt's JPMorgan Securities Experience June 2008 - February 2014
Job Member Relationship Rep at Proponent Federal Credit Union
Industry Banking
Experience
Proponent Federal Credit Union  February 2015 - Present
St. Peter's Prep   October 2014 - Present
JPMorgan Securities   June 2008 - February 2014
Tilcon New York Inc.  May 2005 - August 2007

Skills
Leadership, Microsoft Office, Customer Service, Excel, Access, Problem Solving, Team Building, Microsoft Excel, Sales, Risk Management, Microsoft Word, Public Speaking

Education
Providence College   2004 — 2008
Bachelor, History

St. Peter's Prep   2000 — 2004
High School

Holly Dice Bellingham Holly Dice Bellingham Wilmington, Delaware Details
Holly Dice Bellingham's JPMorgan Securities Experience May 2000 - January 2005
Job at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal  December 2008 - Present
Self Employed - Financial Services Consultant   August 2007 - December 2008
JPMorgan Securities   May 2000 - January 2005
Arthur Andersen LLP  September 1995 - April 1999

Skills
Restructuring, Financial Services, Acquisitions, Interim Management, Financial Modeling, Valuation, Investment Banking, Private Equity, Hedge Funds, Equities, Investments, Asset Managment, Corporate Finance, LBO, Due Diligence, Trading, DCF, Leveraged Finance, Mergers & Acquisitions, Capital, Finance, Financial Analysis, Capital Markets, Analysis, Portfolio Management, Management, Financial Reporting, Financial Planning

Education
Duke University - The Fuqua School of Business   1999 — 2001
Master of Business Administration (M.B.A.)

Miami University of Ohio   1991 — 1995
Bachelor's Degree

Pierre Cadena Pierre Cadena Las Vegas, Nevada Area Details
Pierre Cadena's JPMorgan Securities Experience June 1998 - May 2002
Job Vice President, Corporate Development at Caesars Interactive Entertainment, Inc.
Industry Internet
Experience
Caesars Interactive Entertainment Inc.  October 2012 - Present
Caesars Entertainment Corporation  September 2011 - October 2012
International Game Technology  May 2010 - September 2011
DZ BANK AG, London   September 2006 - October 2009
Clairfield International  September 2004 - August 2006
Bank of America Securities  May 2003 - August 2003
JPMorgan Securities   June 1998 - May 2002

Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Mergers, Valuation, Business Strategy, Business Development, Management, Finance, Investments, Portfolio Management, Financial Structuring, Corporate Development, Leveraged Finance, Analysis, Corporate Finance, Business Planning, Strategic Planning, Negotiation, Banking, Joint Ventures, Business Analysis, Restructuring, Structured Finance, LBO, Credit

Education
University of North Carolina at Chapel Hill
MBA, Corporate Finance, Kenan-Flagler Business School

University of Virginia
BS, Commerce, McIntire School of Commerce

Joseph Ferraiolo Joseph Ferraiolo Greater New York City Area Details
Joseph Ferraiolo's JPMorgan Securities Experience 2000 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan Securities   2000 - Present
Maersk  1998 - 1999
Hanover Direct  1997 - 1998

Skills
Bloomberg, Capital Markets, Credit, Credit Risk, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, LBO, Leveraged Finance, Finance, Asset Management, Mergers, Risk Management

Education
Rutgers University-New Brunswick   1992 — 1997

Penn State University   1991 — 1996

Penn State University   1992 — 1994
BA, Economics

Chapin Van Ness Chapin Van Ness Denver, Colorado Details
Chapin Van Ness's JPMorgan Securities Experience January 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Securities   January 2008 - Present
Wells Fargo Brokerage   June 2002 - February 2007
Wells Fargo Bank  2002 - 2004

Skills
Series 7

Education
University of Chicago Graham School of Business   2007 — 2008

Denison University   1996 — 2000
Bachelor of Arts, History

Rachel Steiner Rachel Steiner Dubuque, Iowa Area Details
Rachel Steiner's JPMorgan Securities Experience September 2004 - September 2005
Job Senior Vice President at Heartland Financial USA, Inc.
Industry Financial Services
Experience
Heartland Financial USA, Inc.   June 2012 - Present
McGladrey  October 2008 - May 2012
Protiviti  October 2007 - September 2008
JPMorgan Chase Bank, NA  September 2005 - September 2007
JPMorgan Securities   September 2004 - September 2005
Bank One, NA  September 2001 - September 2004

Education
Miami University   1997 — 2001
BS, finance, marketing

Philip Sinz Philip Sinz Greater Seattle Area Details
Philip Sinz's JPMorgan Securities Experience June 2005 - September 2006
Job CEO at BanzaiSushi
Industry Food Production
Experience
Banzai-Sushi   September 2008 - Present
HBK Capital Management  January 2008 - April 2008
BANZAI! Fresh   September 2006 - September 2007
JPMorgan Securities   June 2005 - September 2006
JPMorgan  2005 - 2006
JP Morgan Chase  2005 - 2006

Skills
Food, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Strategic Planning, Catering, Accounting, Portfolio Management, Sales, Marketing, Management, Investment Banking, Customer Service, Retail, Cross-functional Team..., Leadership, Negotiation, New Business Development, Team Building, Marketing Strategy

Education
The University of Texas at Austin   2001 — 2005
Bachelor of Business Administration (BBA), Business Honors. Finance and Mechanical Engineering

Brian C. McLoughlin Brian C. McLoughlin Greater New York City Area Details
Brian C. McLoughlin's JPMorgan Securities Experience June 1993 - November 2002
Job Credit Sales at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  June 2013 - Present
JPMorgan Chase  June 2007 - June 2013
JPMorgan Chase  February 2003 - April 2007
JPMorgan Securities   June 1993 - November 2002
JP Morgan, Inc.   January 1989 - June 1993
Irving Trust  1987 - 1989

Skills
Strategy, Management, Sales, Financial Markets, Investments, Business Development, Leadership, Corporate Finance, Investment Banking, Product Management, Private Equity, Financial Modeling, Capital Markets

Education
Hofstra University   1989 — 1993
MBA, Finance

Stony Brook University   1982 — 1986
BS, Computer Science and Economics

Humberto Garcia-Salas, CFA Humberto Garcia-Salas, CFA Greater New York City Area Details
Humberto Garcia-Salas, CFA's JPMorgan Securities Experience July 2007 - July 2008
Job Director at UBS
Industry Investment Banking
Experience
UBS  June 2010 - Present
Berenson & Company  September 2008 - June 2010
JPMorgan Securities   July 2007 - July 2008
J.P. Morgan Securities   June 2006 - August 2006
BearingPoint  2000 - 2005

Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development

Education
The University of Chicago Booth School of Business   2005 — 2007
MBA, Finance, Accounting and Entrepreneurship

Southern Methodist University
BBA and BA, Finance, Economics and MIS

Seth Bernstein Seth Bernstein Greater New York City Area Details
Seth Bernstein's JPMorgan Securities Experience 1980 - 1984
Job at
Industry Financial Services
Experience
J.P. Morgan   August 2012 - Present
J.P. Morgan   September 2002 - Present
JPMorgan & Co.   1984 - 2000
JPMorgan  1984 - 2000
JPMorgan Securities   1980 - 1984

Education
Haverford College   1980 — 1984
B.A., Political Science and Economics

Erica Liu, CFA Erica Liu, CFA Chicago, Illinois Details
Erica Liu, CFA's JPMorgan Securities Experience May 2006 - May 2007
Job GLDP P&O Manager at Mars
Industry Consumer Goods
Experience
Mars  August 2015 - Present
Wrigley  August 2014 - Present
Target  June 2013 - August 2013
The Dinex Group  November 2011 - February 2012
B.R. Guest Hospitality   September 2011 - December 2011
Copal Partners  March 2010 - April 2010
Perry Capital  July 2008 - October 2008
JPMorgan  June 2007 - June 2008
JPMorgan Securities   May 2006 - May 2007
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting)   August 2004 - May 2006

Skills
Financial Analysis, Energy, Natural Gas, Data Analysis, Financial Modeling, Pipelines, Analysis, Economics, Marketing, Leadership, Corporate Finance, Strategy

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Marketing, General Management, and Managerial & Organizational Behavior

The French Culinary Institute   2011 — 2011
Grand Diploma in Classic Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef, Valedictorian

University of California, Berkeley   1999 — 2003
BS & BA, Business Administration & Political Science

The Hong Kong University of Science and Technology   2002 — 2002
UC Education Abroad Program, Business Adminstration and Political Science, 4.0

Rob Steelman, CFA Rob Steelman, CFA Greater New York City Area Details
Rob Steelman, CFA's JPMorgan Securities Experience July 1997 - October 2001
Job Senior Investment Analyst at CIFC Asset Management
Industry Investment Management
Experience
CIFC Asset Management  March 2006 - Present
ABNAMRO Bank NV   April 2003 - March 2006
Janney Montgomery Scott  February 2002 - April 2003
JPMorgan Securities   July 1997 - October 2001
Tague Securities   March 1994 - April 1995
First USA Bank  July 1992 - March 1994

Skills
Portfolio Management, Mergers, Credit, Financial Structuring, Finance, Equity Research, Banking, Loans, Strategy, LBO, Leveraged Finance, Capital Markets

Education
Columbia University - Columbia Business School   1995 — 1997
MBA, Finance

Swarthmore College   1989 — 1992
BA, Economics and Mathematics

Mendham High School   1984 — 1988

Andrea Sanger (Towne) Andrea Sanger (Towne) Greater Chicago Area Details
Andrea Sanger (Towne)'s JPMorgan Securities Experience June 2004 - August 2006
Job Vice President at HSBC
Industry Banking
Experience
HSBC  November 2013 - Present
BNP Paribas  March 2010 - November 2013
BNP Paribas  October 2007 - March 2010
LaSalle Bank / ABN AMRO  September 2006 - October 2007
JPMorgan Securities   June 2004 - August 2006
Banc One Capital Markets  June 2003 - June 2004

Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Valuation, Equities, Corporate Finance, Bloomberg, Portfolio Management, Structured Finance, Financial Analysis, Banking, Credit Analysis, Emerging Markets, Due Diligence, Financial Markets, Credit Risk

Education
University of Michigan - Stephen M. Ross School of Business   1999 — 2003

Steve Kenney, CFA Steve Kenney, CFA Greater Chicago Area Details
Steve Kenney, CFA's JPMorgan Securities Experience January 2000 - February 2007
Job Market Investment Team Lead at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   January 2008 - Present
JPMorgan  March 2007 - Present
JPMorgan Securities   January 2000 - February 2007
American National Bank and Trust Company of Chicago  1995 - 1999

Education
CFA Charterholder

DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1993
MBA, Finance

Iowa State University   1988 — 1992
BBA, Finance

Iowa State University - College of Business   1988 — 1992
BBA, Finance

Joey Kazanovski Joey Kazanovski San Francisco Bay Area Details
Joey Kazanovski's JPMorgan Securities Experience July 2005 - December 2007
Job Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC  August 2011 - Present
Houlihan Lokey  August 2010 - July 2011
PricewaterhouseCoopers  April 2008 - July 2010
JPMorgan Securities   July 2005 - December 2007

Skills
Corporate Finance, Mergers & Acquisitions, Restructuring

Education
University of Illinois at Urbana-Champaign   2001 — 2005
Bachelor of Science, Accountancy, Finance

Trang Mellon Trang Mellon New York, New York Details
Trang Mellon's JPMorgan Securities Experience July 2011 - Present
Job Sales Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Securities   July 2011 - Present
Barclays Wealth  September 2008 - July 2011
Lehman Brothers  March 2004 - September 2008

Education
Penn State University   1996 — 2000
B.S.

Chad Parson Chad Parson Greater New York City Area Details
Chad Parson's JPMorgan Securities Experience March 2009 - Present
Job Special Opportunities Group, JPMorgan
Industry Banking
Experience
JPMorgan Securities   March 2009 - Present
Rubicon US REIT   July 2010 - Present
JP Morgan Securities Inc  February 1998 - Present

Education
Fordham University School of Law   1991 — 1995
JD, Tax

Duke University   1986 — 1990

The Taft school

Gretell Merlo Gretell Merlo Greater New York City Area Details
Gretell Merlo's JPMorgan Securities Experience 2006 - 2009
Job IB Credit Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
Developing World Markets  2010 - 2012
FINCA International  2009 - 2009
JPMorgan Securities   2006 - 2009
JPMorgan Chase  2005 - 2006

Skills
Capital Markets, Credit Analysis

Education
The University of Texas at Austin   2001 — 2004

Brent Griffin Brent Griffin Greater Chicago Area Details
Brent Griffin's JPMorgan Securities Experience July 2013 - Present
Job VP Investments, Financial Advisor at J. P. Morgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities   July 2013 - Present

Education
The American College   2014 — 2016
Chartered Financial Consultant (ChFC)

Columbia College   2001 — 2004
Financial Services

Grant Ferrell Grant Ferrell Dallas, Texas Details
Grant Ferrell's JPMorgan Securities Experience 1998 - 2013
Job Husband and father of two
Industry Financial Services
Experience
Lantern Asset Management, LLC   2013 - 2015
JPMorgan Securities   1998 - 2013

Education
Texas Christian University   1994 — 1998

Cynthia Abbagnaro Cynthia Abbagnaro Greater New York City Area Details
Cynthia Abbagnaro's JPMorgan Securities Experience December 2006 - July 2008
Job Vice President Risk Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2013 - Present
Philanthro  January 2013 - June 2014
Philanthro SF   July 2010 - January 2013
Kaiser Permanente  June 2009 - January 2013
JPMorgan Chase  July 2008 - February 2009
JPMorgan Securities   December 2006 - July 2008
JPMorgan Chase  July 2005 - December 2006
AIG  December 2003 - July 2005
Webster Business Credit  September 2001 - December 2003

Skills
Building Relationships, Debt Management, Financial Analysis, Municipal Bonds, Treasury Management, Process Management, Philanthropy, Mathematics, Budget, Risk Management, Budgets, Strategy, Forecasting, Management, Analysis, Leadership, Portfolio Management, Nonprofits, Investments, Financial Risk, Finance, Investment Banking, Project Management, Banking, Business Process..., Entrepreneurship, Financial Modeling, Financial Services

Education
University of Florida - Warrington College of Business Administration   2000 — 2001
MS, Management

University of Florida   1996 — 2000
BS, Mathematics

Brian Danielewicz Brian Danielewicz Menlo Park, California Details
Brian Danielewicz's JPMorgan Securities Experience July 2006 - March 2008
Job Vice President at Jasper Ridge Partners
Industry Venture Capital & Private Equity
Experience
Jasper Ridge Partners  January 2014 - Present
ThermaSource, Inc.   March 2012 - December 2013
US Renewables Group  April 2008 - December 2013
Common Assets, LLC   2012 - 2013
USRG Renewable Finance   2009 - 2011
JPMorgan Securities   July 2006 - March 2008
The Carlyle Group  October 2005 - May 2006
SHTP Venture Capital Fund   2006 - 2006
Overseas Private Investment Corporation  February 2005 - April 2005
John Hancock  July 2002 - July 2004

Skills
Private Equity, Project Finance, Structured Finance, Capital Markets, Business Valuation, Corporate Development, Valuation, Renewable Energy, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling, LBO, M&A experience, Investments, Mergers & Acquisitions, Asset Management, Alternative Investments, Leveraged Finance

Education
Georgetown University - The McDonough School of Business   2004 — 2006
MBA

Princeton University   1998 — 2002
A.B., Economics

Groves High School

Grace Miceli Grace Miceli Greater New York City Area Details
Grace Miceli's JPMorgan Securities Experience 2000 - 2008
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  VPJPMorgan Chase - Investment Bank2002 - Present
JPMorgan Securities   2000 - 2008

Education
Lasell College   1998 — 2002

Adam Sell Adam Sell Greater New York City Area Details
Adam Sell's JPMorgan Securities Experience August 1995 - May 2008
Job Managing Director, Syndicated Finance at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  October 2011 - Present
Loughlin Meghji + Company  January 2009 - October 2011
JPMorgan Securities   August 1995 - May 2008

Skills
Leveraged Finance, Syndication, Corporate Finance, Middle Market, Capital Markets

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance, General

Lehigh University - College of Business and Economics   1991 — 1995
BS - Finance, Finance

Rich Considine Rich Considine Greater Boston Area Details
Rich Considine's JPMorgan Securities Experience 2004 - 2007
Job Director of Investments at Investment Firm
Industry Capital Markets
Experience
.   June 2010 - Present
JP Morgan  2004 - 2007
JPMORGAN SECURITIES   2004 - 2007
Banc One Capital Markets  1997 - 2004
Fitzgerald Davis and Associates   1994 - 1998
John Nuveen and Co   1986 - 1990

Skills
Derivatives, Investments, Capital Markets, Bonds, Fixed Income, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Allocation, Securities, Hedge Funds

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1985 — 1986
MBA Coursework

Boston College   1979 — 1983
Bachelor of Science, Biology

Loyola Academy   1975 — 1979

Eileen B. Foley Eileen B. Foley Greater New York City Area Details
Eileen B. Foley's JPMorgan Securities Experience October 1999 - April 2008
Job Vice President at Ramirez & Co., Inc.
Industry Financial Services
Experience
Northeast Women In Public Finance   November 2013 - Present
Ramirez & Co., Inc.   March 2012 - Present
Lebenthal & Co. LLC   August 2009 - January 2012
Sabbatical  April 2008 - August 2009
JPMorgan Securities   October 1999 - April 2008
J.P. Morgan Securities Inc.   1999 - 2008
H.C. Wainwright   June 1998 - October 1999

Skills
Bonds, Market Risk, Financial Services, Capital Markets, Investment Banking, Credit Analysis, Banking, Interest Rate..., Finance, Fixed Income, Financial Advisory, Bloomberg, Securities, Derivatives, Financial Modeling, Series 7, Structured Finance

Education
Loyola College in Maryland   1994 — 1998
Bachelor of Business Administration- Summa Cum Laude, Finance (major), Spanish (minor)

Chatham High   1990 — 1994

Steven Hocevar Steven Hocevar Greater New York City Area Details
Steven Hocevar's JPMorgan Securities Experience 2001 - 2005
Job Managing Director at HSBC Securities
Industry Banking
Experience
HSBC Securities  2006 - Present
Nomura Securities  2005 - 2006
JPMorgan Securities   2001 - 2005
Chase Securities Inc.  1986 - 2001

Skills
Fixed Income, Financial Reporting, Derivatives, Financial Analysis, Securities, Hedge Funds, Investment Banking, Bloomberg, Equities, Capital Markets, Financial Services, Portfolio Management, Asset Management, Banking, Risk Management

Education
Saint John's University   1986 — 1988
MBA, Accounting

Baruch College, City University of New York (CUNY)   1980 — 1984
BBA, Finance

Amanda McGrath Amanda McGrath Greater New York City Area Details
Amanda McGrath's JPMorgan Securities Experience July 2009 - July 2011
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  June 2015 - Present
JPMorgan Chase  September 2012 - May 2015
JPMorgan Securities   July 2009 - July 2011
JPMorgan Chase  July 2006 - July 2009

Skills
Finance, Loans, Financial Modeling, Private Equity, Investments, Financial Analysis, Asset Based Lending, Securities Lending, Sales Presentations, Program Management, Series 7, Securities, Valuation

Education
Emory University   2002 — 2006
BBA, Finance; Management Minor: Dance

Edward Tai Edward Tai Greater New York City Area Details
Edward Tai's JPMorgan Securities Experience June 2005 - June 2008
Job Senior Managing Director at Island Capital / CIII Capital
Industry Investment Management
Experience
Island Capital Group / C-III Capital Partners   July 2008 - Present
JPMorgan Securities   June 2005 - June 2008
Babson Capital Management  2002 - 2005
Charter Research   1998 - 2000
State Street BankS   June 1996 - June 1998

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2002
MBA

Penn State University   1992 — 1996

Larry Schmidlapp Larry Schmidlapp Greater New York City Area Details
Larry Schmidlapp's JPMorgan Securities Experience 1992 - 2001
Job Mayor at Inc. Village of Centre Island
Industry Investment Management
Experience
Daniel Gale Sotheby's International Realty, Piping Rock Division   December 2010 - Present
Inc. Village of Centre Island   July 2009 - Present
North Shore Land Alliance  2001 - 2015
JPMorgan Chase  April 1992 - June 2008
JPMorgan Chase & Co.   2001 - 2008
J.P. Morgan   1993 - August 2004
JPMorgan Securities   1992 - 2001
Merrill Lynch  June 1983 - January 1993
Merrill Lynch  April 1982 - April 1992

Skills
Municipal, Asset Managment, Investments, Capital Markets, Financial Modeling, Estate Planning, Valuation, Risk Management, Financial Analysis, Mergers, Finance, Investment Banking, Securities, Municipalities, Asset Management, Trading, Derivatives, Portfolio Management, Mutual Funds, Equities

Education
Kenyon College   1963 — 1967
BA, Economics

Millbrook School   1959 — 1963
High School diploma

Green Vale School   1950 — 1959
Derby Medal, Mathematics

Melissa Potts, CFA Melissa Potts, CFA Dallas/Fort Worth Area Details
Melissa Potts, CFA's JPMorgan Securities Experience August 2003 - July 2008
Job Retired
Industry Financial Services
Experience
Potts Household   June 2013 - Present
Atrium Corporation  August 2012 - June 2013
Atrium Corporation  October 2011 - August 2012
Luminant Energy  September 2008 - October 2011
JPMorgan Securities   August 2003 - July 2008
PriceWaterhouseCoopers  2001 - 2003

Education
Texas A&M University   1997 — 2001
Finance

KURTIS KREIDER KURTIS KREIDER Greater New York City Area Details
KURTIS KREIDER's JPMorgan Securities Experience 2008 - Present
Job CoOwner at ECCE Bed & Breakfast
Industry Financial Services
Experience
JPMorgan Securities   2008 - Present
ECCE Bed & Breakfast   2004 - Present
Bear Stearns / Equilend   1999 - 2008
Citbank  1993 - 1999
Prudential Securities  March 1977 - September 1993

Skills
Securities Lending, Prime Brokerage, Equities, Collateral Management, Hedge Funds, Fixed Income, Securities, Series 7, Trading Systems, Capital Markets, Trading, Middle Office, Derivatives, Investment Banking, Corporate Actions, Global Custody, Asset Management, Financial Markets, Banking, Investments, Alternative Investments, Options, Bonds, Series 63, FX Options, Equity Derivatives, Electronic Trading, Investment Management, Financial Services, Back Office, Swaps, Settlement, Emerging Markets, Mutual Funds, Proprietary Trading

Education
Indiana University of Pennsylvania   1972 — 1975
Art Education

Ronald Munman Ronald Munman Greater Los Angeles Area Details
Ronald Munman's JPMorgan Securities Experience 2007 - Present
Job Executive Director at The Munman Group JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   2007 - Present
JDRF (Juvenile Diabetes Research Foundation)   2003 - 2015
Citigroup  2001 - 2007

Skills
Wealth Management, Estate Planning, Risk Management, Advanced Planning, 10b5-1 Plans, Strategic Planning for...

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1991 — 1993
MBA, Business Management

San Diego State University-California State University   1985 — 1989
Business, Organizational Behavior/Strategic Mgt

Kyle Mapes Kyle Mapes Dallas, Texas Details
Kyle Mapes's JPMorgan Securities Experience June 2007 - November 2008
Job Principal at Talamod Asset Management
Industry Financial Services
Experience
Talamod Asset Management   2008 - Present
JPMorgan Securities   June 2007 - November 2008
KPMG, LLP  2005 - 2007

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2005
MPA, Accounting

The University of Texas at Austin   2000 — 2004
BA, Economics/Business

Eric Strom Eric Strom Portland, Oregon Area Details
Eric Strom's JPMorgan Securities Experience December 2009 - Present
Job Vice PresidentInvestments at JPMorgan Securities
Industry Investment Management
Experience
JPMorgan Securities   December 2009 - Present
UBS Wealth Management  November 2004 - April 2009
Country Insurance & Financial Services  July 2001 - October 2004
The Complete Home Services Company   August 1995 - June 2001

Education
Washington State University   1985 — 1988
Bachelor Of Science, Applied Mathematics

University of Alaska Fairbanks   1983 — 1985
Petroleum Engineering

Andrew Quigley Andrew Quigley Greater New York City Area Details
Andrew Quigley's JPMorgan Securities Experience January 1997 - August 2001
Job Managing Director at Peter J. Solomon Company
Industry Investment Banking
Experience
Peter J. Solomon Company  June 2002 - Present
JPMorgan Securities   January 1997 - August 2001

Skills
Investment Banking, Mergers, Fairness Opinions, Divestitures, LBO, M&A experience, Private Placements, Business Valuation, Corporate Finance, Financial Modeling, Due Diligence

Education
New York University, Stern School of Business   1991 — 1993
MBA, Finance

Duke University   1982 — 1986
BA, Economics

Deerfield Academy   1979 — 1982

James C. Shoff James C. Shoff Charlotte, North Carolina Area Details
James C. Shoff's JPMorgan Securities Experience 2002 - 2008
Job Adjunct Professor
Industry Capital Markets
Experience
Central Piedmont Community College  January 2013 - Present
Queens University of Charlotte  August 2012 - Present
UNC Charlotte  August 2012 - September 2013
Queens University of Charlotte  May 2010 - May 2012
JPMorgan Securities   2002 - 2008
Banc One Capital Markets  2002 - 2004
PNC Financial Services Group  April 1998 - November 2002
bank of america  1991 - 1998

Education
UNCC   2012 — 2014
Gerontology

Queens University of Charlotte
MA - Communications

Southern Methodist University - Cox School of Business   1983 — 1984
MBA, Finance

University of Virginia   1980 — 1982
BA, Economics

University of Pittsburgh   1978 — 1980

KORSA NZIDEE KORSA NZIDEE Greater New York City Area Details
KORSA NZIDEE's JPMorgan Securities Experience June 2012 - November 2014
Job VP, Private Client Advisor at JPMorgan Chase Bank N.A
Industry Financial Services
Experience
Cetera Advisors LLC  April 2015 - Present
JPMORGAN SECURITIES   June 2012 - November 2014
Chase Investment Services, Inc.   February 2007 - May 2012
Ameriprise Financial  October 2004 - October 2005

Education
Lomonosov Moscow State Academy of Fine Chemical Technology (MITHT)   1987 — 1994
Master's degree, Chemical Engineering

Federal Government College, Port Harcourt
High School

Luis Felipe Vegas Luis Felipe Vegas Chicago, Illinois Details
Luis Felipe Vegas's JPMorgan Securities Experience November 2002 - Present
Job Executive Director at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   November 2002 - Present
Bear Stearns  2002 - 2008

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1999 — 2001
MBA, Finance

Tufts University   1992 — 1996
BA, Economics & History

ICS   1990 — 1992

aiglon   1989 — 1990

Frank Guerra Frank Guerra Greater New York City Area Details
Frank Guerra's JPMorgan Securities Experience 1995 - 2002
Job Senior Corporate and Investment Banker / Managing Director / Industrials Sector Coverage / Client Business Development
Industry Investment Banking
Experience
RBS Securities Inc  November 2003 - Present
JPMorgan Securities   1995 - 2002

Skills
Corporate Finance, Capital Markets, Investment Banking, Financial Analysis, Investments, Banking

Education
The University of Texas at Austin
BBA, Accounting

Thunderbird School of Global Management
MBA, Finance

Doug Wilkinson Doug Wilkinson Vista, California Details
Doug Wilkinson's JPMorgan Securities Experience November 2011 - December 2013
Job Private Client Investment Associate at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA  November 2013 - March 2014
JPMorgan Securities   November 2011 - December 2013
Protective Life  June 2006 - April 2010
Chase Manhattan Corporation  July 1997 - June 2006

Education
University of Arizona   1986 — 1991
BS, Molecular Biology, Chemistry, Business

The University of Kansas

Khionne Awer Khionne Awer Brooklyn, New York Details
Khionne Awer's JPMorgan Securities Experience January 2013 - Present
Job Financial Advisor at JPMORGAN SECURITIES LLC
Industry Banking
Experience
Gameland Arena LLC   February 2014 - Present
JPMORGAN SECURITIES   January 2013 - Present
JP Morgan Chase  February 2010 - December 2012
First Investors  May 2009 - December 2009

Education
Temple University - Fox School of Business and Management   2004 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Legal Studies

Brent Giese Brent Giese Greater New York City Area Details
Brent Giese's JPMorgan Securities Experience May 1986 - February 1992
Job Executive Director Fixed Income at Daiwa Capital Markets America
Industry Financial Services
Experience
Daiwa Capital Markets America  June 2011 - Present
Janney Montgomery Scott  March 2010 - May 2011
MountainView Capital Group   August 2008 - March 2010
Bear Stearns & Co  March 1998 - June 2008
UBS Securities  February 1992 - March 1998
JPMorgan Securities   May 1986 - February 1992

Education
Duke University   1982 — 1986
BA, Economics

Marsha Moffitt Marsha Moffitt Greater Nashville Area Details
Marsha Moffitt's JPMorgan Securities Experience January 2003 - December 2006
Job Senior Vice President Senior Banker at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  February 2014 - Present
JPMorgan Chase  January 2011 - January 2014
JPMorgan Chase  January 2007 - January 2011
JPMorgan Securities   January 2003 - December 2006
Dupont Canada  May 1999 - May 2002

Skills
Credit, Commercial Banking, Credit Analysis, Loans, Banking

Education
US Securities and Exchange Commission
Series 7 - General Securities License

Mount Allison University
Bachelor of Commerce, Accounting/Finance

William Quinn Oscar Shelton, Jr. William Quinn Oscar Shelton, Jr. New York, New York Details
William Quinn Oscar Shelton, Jr.'s JPMorgan Securities Experience May 2004 - November 2006
Job Managing Director, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  June 2014 - Present
Goldman Sachs  November 2006 - June 2014
JPMorgan Securities   May 2004 - November 2006
Bingwa   1993 - 2000
JPMorgan Securities   August 1993 - 1994
Borden Chemicals & Plastics   January 1987 - January 1991

Education
University of Virginia Darden School of Business   1991 — 1993
MBA, finance

Texas A&M University   1981 — 1986
BS, Petroleum Engineering

Eleanor Roosevelt   1977 — 1981
Science and Technology Center

Maria Grace Ozer Maria Grace Ozer Greater New York City Area Details
Maria Grace Ozer's JPMorgan Securities Experience March 2009 - Present
Job Registered Sales Assistant at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   March 2009 - Present
Smith Barney  March 2002 - March 2009

Skills
Series 7, Series 63, Securities, Banking, Supervisory Skills, Bookkeeping

Education
Kingsborough Community College   1972 — 1974
AAS, Secretarial Science

Vadim Zakiyan Vadim Zakiyan Austin, Texas Details
Vadim Zakiyan's JPMorgan Securities Experience May 2010 - August 2010
Job Business Operations at Upland Software
Industry Computer Software
Experience
Upland Software  May 2015 - Present
Zuora  March 2013 - May 2015
Zuora, Inc.   January 2012 - March 2013
J.P. Morgan Securities   June 2011 - January 2012
Morgan Stanley Smith Barney  February 2011 - June 2011
JPMorgan Securities   May 2010 - August 2010

Skills
Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Microsoft Excel, Zuora, Bloomberg, DocuSign, Xactly Incent

Education
University of San Francisco - Masagung Graduate School of Management   2011 — 2013
Master of Business Administration (MBA)

University of San Francisco   2007 — 2011
B.A, Economics

Joseph Makowski Joseph Makowski Greater New York City Area Details
Joseph Makowski's JPMorgan Securities Experience March 2014 - December 2014
Job Middle Office Trade Support at JPMorgan Securities
Industry Investment Banking
Experience
JPMorgan Securities   March 2014 - December 2014
JPMorgan Chase  May 2011 - March 2014
J.P. Morgan Chase   November 1993 - May 2011

Skills
Risk Management, Hedge Funds, Series 7, Fixed Income, Equities, Securities, Derivatives, Trading, Trading Systems, Capital Markets, Investment Banking, Prime Brokerage, Asset Managment, Portfolio Management, Middle Office, Asset Management, Options, Bloomberg, Back Office, Settlement, Corporate Actions, Electronic Trading, FX Options, AML, Proprietary Trading, Swaps, Series 63, Anti Money Laundering, Equity Derivatives

Education
Hunter College   1981 — 1984
CUNY BA, Mass Communications Major /Political Science Minor

Helaine Hebble Helaine Hebble New York, New York Details
Helaine Hebble's JPMorgan Securities Experience January 2009 - Present
Job Executive Director at JPMorgan Securities
Industry Investment Banking
Experience
JPMorgan Securities   January 2009 - Present
WaMu Capital Corp.  April 2004 - December 2008
Credit Suisse  May 2000 - March 2004
Nomura Securities  October 1993 - April 2000

Skills
Capital Markets, Fixed Income, Securities, Derivatives, Hedge Funds, Valuation, Investment Banking, Financial Structuring, Investments, Bloomberg, Securitization, Equities, Structured Products, Asset Management, Portfolio Management, Private Equity, Due Diligence, Structured Finance, Financial Modeling, Mortgage Lending, Alternative Investments, Risk Management, Trading, Bonds, Banking

Education
Boston University School of Law   1984 — 1987

Cornell University   1980 — 1983

Jenny Bures Jenny Bures Greater Chicago Area Details
Jenny Bures's JPMorgan Securities Experience February 2008 - November 2013
Job Compliance Specialist at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors  April 2015 - Present
J.P. Morgan   November 2013 - Present
JPMorgan Securities   February 2008 - November 2013
Ameriprise Financial Services, Inc.   August 2005 - March 2007
Enterprise Rent-A-Car  June 2002 - November 2004

Skills
Training, Management, Series 7, Risk Management, Equities, Mutual Funds, Securities, Financial Services, Sales, Account Management, Performance Management, Investments, Fixed Income, Team Building, Customer Service, Insurance, Coaching, Series 63, Banking, Finance

Education
Drake University   1998 — 2002
Bachelor of Science (B.S.), Business Management and Marketing

Christina Driessen Christina Driessen Rochester, New York Details
Christina Driessen's JPMorgan Securities Experience December 2012 - October 2013
Job Assistant to the Registrar at Nazareth College
Industry Higher Education
Experience
Nazareth College  June 2014 - Present
Nazareth College  October 2013 - Present
JPMorgan Securities   December 2012 - October 2013
JPMorgan Chase  October 2011 - October 2013

Skills
Mutual Funds, Finance, Financial Services, Management, Life Insurance, Series 63, Series 6, Securities, Small Business, Payroll, Customer Service, IRAs, Auditing, Spanish, Cash Flow, Software Documentation, Invoicing, Credit, Loans, Banking, Policy

Education
Nazareth College of Rochester   2014 — 2017
Master’s Degree, TESOL

Elmira College   2006 — 2010
Bachelor of Arts (B.A.), Foreign Languages, International Studies

Kevin Tokarski Kevin Tokarski Chicago, Illinois Details
Kevin Tokarski's JPMorgan Securities Experience March 2015 - Present
Job Operations Research Analyst at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities   March 2015 - Present
JPMorgan Chase  April 2013 - March 2015

Skills
Series 7

Education
Illinois State University
Bachelor's Degree