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Patrick Jones

Summer Finance Analyst - Investment Management Product Control

1000 followers

New York, New York, United States

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Timeline
About me
Executive Director at J.P. Morgan
Education
- Training the Street
  -
  Financial Modeling, Certified
  Top-tier intensive training course focused on financial modeling and advanced sensitivity analysis.
- Binghamton University - School of Management
  2007 - 2011
  Bachelor of Science (BS) Accounting
- Binghamton University - School of Management
  2011 - 2012
  Master of Science (MS) Accounting
Experience
- Goldman Sachs
  Jun 2010 - Aug 2010
  Summer Finance Analyst - Investment Management Product Control
- PwC
  Jun 2011 - Aug 2011
  Tax Intern
- PwC
  Aug 2012 - Apr 2016
  Consulting Senior Associate
  Technology consultant primarily focused on alternative asset management clients (e.g. hedge funds and private equity). Engagements varied from more strategic (e.g. market sizing, pricing, competitive intelligence) to more tactical (e.g. vendor diligence, business analysis, agile development/ implementation).
- JPMorgan Chase & Co.
  Apr 2016 - now
  - Executive Director - Digital Private Markets
    Jan 2023 - now
  - Vice President - Digital Private Markets
    Jan 2019 - Jan 2023
  - Associate - Corporate and Investment Bank Digital Strategy and FinTech
    Jul 2018 - Dec 2018
  - Strategy Associate - Strategy and Process Improvement
    Apr 2016 - Jul 2018
Licenses & Certifications
- Certified Public Accountant
  New York

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