JPMorgan Securities
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JPMorgan Securities Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Avis Budget Group 2010 - Present
Brightwater Capital, LLC 2005 - 2010
JPMorgan Securities 2003 - 2005
JPMorgan Chase Bank 1996 - 2003
Education
Fairfield University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
JPMorgan Securities July 2013 - Present
Education
The American College 2014 — 2016
Chartered Financial Consultant (ChFC)
Columbia College 2001 — 2004
Financial Services
Lantern Asset Management, LLC 2013 - 2015
JPMorgan Securities 1998 - 2013
Education
Texas Christian University 1994 — 1998
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
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
JPMorgan Chase VPJPMorgan Chase - Investment Bank2002 - Present
JPMorgan Securities 2000 - 2008
Education
Lasell College 1998 — 2002
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
. 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
JPMorgan Securities March 2015 - Present
JPMorgan Chase April 2013 - March 2015
Skills
Series 7
Education
Illinois State University
Bachelor's Degree