Position:
Executive Director at JP Morgan
Location:
Charlotte, North Carolina Area
Work:
JP Morgan
since Oct 2006
-
Executive Director
Wachovia Securities, LLC
Aug 1998 - Sep 2006
-
Vice President
Bank of Montreal / Harris Bank
Jun 1993 - May 1997
-
Senior Associate
Chicago Board of Trade
- Chicago, IL Jun 1989 - May 1993
-
Audit Superviser
Education:
University of Notre Dame - Mendoza College of Business 1997 - 1998
MBA, Finance
Saint Bonaventure University 1985 - 1989
BBA, Accounting
Skills:
CPA, Team Leadership, Relationship Management, Credit, Derivatives, Loans, Capital Markets, Investment Banking, Treasury Management, Financial Modeling, Series 24, Series 7, Series 63, Valuation, Corporate Finance, Private Equity, Mergers, LBO, Financial Analysis
Interests:
Family, Golf, Fishing, Notre Dame Football, Investing.
Honor & Awards:
CPA, Series 7 and 63 registered and active.