Jeffrey Pearson

Jeffrey Pearson Email and Phone Number

J.P. Morgan Wealth Management | Loyola University Chicago Alum @ J.P. Morgan
Chicago, Illinois, United States
Jeffrey Pearson's Location
Chicago, Illinois, United States, United States
Jeffrey Pearson's Contact Details

Jeffrey Pearson personal email

n/a
About Jeffrey Pearson

I am a bilingual and multi-cultural finance graduate from Loyola University of Chicago. If pressure can turn carbon into diamonds, then economic and financial challenges can teach a young man the value of intelligent investment decisions for himself and his future.I have learned first-hand the importance of work ethic, grit, and determination to succeed. I now bring those same qualities to my professional work, focusing on finance, quantitative analysis, and the continued growth of my information systems and database modeling expertise.Having founded and led an innovative non-profit organization in Costa Rica to provide disadvantaged youth with basic computer skills, I understand the power of teamwork, collaboration, and learning. Through that experience, I am also confident I will both learn and contribute in equal measure in my next professional endeavor.๐—–๐—ผ๐—ฟ๐—ฒ ๐—ค๐˜‚๐—ฎ๐—น๐—ถ๐—ณ๐—ถ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€:โœ… Quantitative Analysisโœ… Database Modelingโœ… Data Warehouse Modelingโœ… Financial Statement Analysisโœ… Data Analysisโœ… Bilingual (English & Spanish)โœ… Multicultural (US & Latin America)โœ… Teamwork & Collaborationโœ… Innovation & Leadership๐—”๐—ฑ๐—ฑ๐—ถ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐—ธ๐—ถ๐—น๐—น๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€:๐ŸŽฏ Technical Solutions (Academic): SQL (PostgreSQL, Teradata); OLAP/BI Tools (Tableau); Advanced MS Excel (inc. Pivot Tables, Scenario Manager, Goal Seek, Solver, and Financial Functions); MS Access ๐ŸŽฏ Database Modeling: ER Modeling; Relational Modeling; Dimensional Modeling; Star Schemas๐ŸŽฏ Associations: Loyola Chicago Investment Fund; International Business Society (Co-Director of Social Affairs); National Society of Collegiate Scholars; Association of Latino Professionals for America๐—–๐—ผ๐—ป๐˜๐—ฎ๐—ฐ๐˜ ๐—บ๐—ฒ ๐—ฑ๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜๐—น๐˜† ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต ๐—Ÿ๐—ถ๐—ป๐—ธ๐—ฒ๐—ฑ๐—œ๐—ป, ๐—ฒ๐—บ๐—ฎ๐—ถ๐—น, ๐˜๐—ฒ๐˜…๐˜, ๐—ผ๐—ฟ ๐—ฝ๐—ต๐—ผ๐—ป๐—ฒ: jpearson@luc.edu | 312-771-8790

Jeffrey Pearson's Current Company Details
J.P. Morgan

J.P. Morgan

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J.P. Morgan Wealth Management | Loyola University Chicago Alum
Chicago, Illinois, United States
Website:
jpmorgan.com
Employees:
75129
Jeffrey Pearson Work Experience Details
  • J.P. Morgan
    J.P. Morgan
    Chicago, Illinois, United States
  • Jpmorgan Chase & Co.
    Wealth Management-New Client Investment Specialist
    Jpmorgan Chase & Co. May 2024 - Present
    New York, Ny, Us
  • Charles Schwab
    Associate Derivatives Trader
    Charles Schwab Jun 2023 - May 2024
    Westlake, Texas, Us
  • Charles Schwab
    Investor Services Intern
    Charles Schwab Sep 2022 - Jul 2023
    Westlake, Texas, Us
  • Bmo Financial Group
    Commercial Banking Business Intelligence Analyst
    Bmo Financial Group Jun 2022 - Aug 2022
    Toronto, On, Ca
  • Pwc
    Consulting Extern
    Pwc Oct 2021 - Dec 2021
    Gb
    โ–ถ Delve deep into a non-profit organizations strategic problems, such as development, impact assessment, policy/regulatory issues, process improvements, talent engagement, communication, and strategic positioning; in an overall effort to solve their important problems. โ–ถ Developed revenue strategies for a non profit where equity, diversity, and inclusion is centered in the way of raising these resources.
  • Prival Bank (Costa Rica) S.A.
    Private Banking Intern
    Prival Bank (Costa Rica) S.A. Jul 2021 - Aug 2021
    San Pedro, Regiรณn Iv-A, Ph
    โ–ถ Shadowed senior bankers on investment presentations to prospective clients and large equity transactions.โ–ถ Conducted market & industry research to create briefs for portfolio managers on updated news and data.โ–ถ Performed financial & valuation analysis such as discounted cash flow analysis and multiple valuation analysis.โ–ถ Analyzed bonds on the Costa Rican bond market that fit clientโ€™s portfolio objective and risk tolerance.
  • Kriebel Dental
    Accounting Intern
    Kriebel Dental Mar 2021 - Jul 2021
    San Josรฉ, San Josรฉ, Cr
    โ–ถ Prepared financial statements, including review and reconciliation for accuracy and audit compliance.โ–ถ Organized and collaborated with office team to process accounts payable and receivable transactions.โ–ถ Coordinated resolution of client issues and managed inventory supply and replenishment process.

Jeffrey Pearson Education Details

  • Quinlan School Of Business, Loyola University Chicago
    Quinlan School Of Business, Loyola University Chicago
    General

Frequently Asked Questions about Jeffrey Pearson

What company does Jeffrey Pearson work for?

Jeffrey Pearson works for J.p. Morgan

What is Jeffrey Pearson's role at the current company?

Jeffrey Pearson's current role is J.P. Morgan Wealth Management | Loyola University Chicago Alum.

What is Jeffrey Pearson's email address?

Jeffrey Pearson's email address is je****@****bmo.com

What schools did Jeffrey Pearson attend?

Jeffrey Pearson attended Quinlan School Of Business, Loyola University Chicago.

Who are Jeffrey Pearson's colleagues?

Jeffrey Pearson's colleagues are Hudson Mccarthy, Albert Hung, Jerry Saunders, Brittany Marchiando, Andrรฉ Vielhauer, Pavan Kumar, Akhilesh Jain.

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