Burgess COMMENTARY

Peter Burgess

Katherine Huang 1stAccount Holder Katherine Huang Vice President - Private Banking Regulatory Initiatives Hong KongFinancial Services Current J.P. Morgan Previous J.P. Morgan, Roland Berger Strategy Consultants, Theatrical web design business Education Dartmouth College - The Tuck School of Business at Dartmouth 500+ connectionsSend a messageEndorseMore options Relationship Contact Info Connected 4 years ago Background Experience J.P. MorganVice President, Global Wealth Management Regulatory Initiatives J.P. Morgan February 2014 – Present (1 month)Hong Kong J.P. MorganPrivate Banking Associate J.P. Morgan 2011 – 2013 (2 years) Roland Berger Strategy ConsultantsConsultant Roland Berger Strategy Consultants 2010 – 2011 (1 year) J.P. MorganPrivate Bank Product and Platform Analyst J.P. Morgan 2008 – 2010 (2 years) Founder and President Theatrical web design business 2001 – 2008 (7 years) Managed client acquisition, relationship management, solution design and delivery and operations for website development business for client portfolio of 20+ Broadway performers and theatre industry institutions. Bear Stearns Asset ManagementBusiness Strategy Consulting and Quantitative Strategies Summer Analyst Bear Stearns Asset Management June 2007 – August 2007 (3 months) (Open)2 recommendations Ayman Mukerji Househam Ayman Mukerji Househam at JP Morgan Chase Katherine is a highly intelligent, hard working team member. Quality of her work products exceeded my expectations. I would...View Tito A Acosta Jr Tito A Acosta Jr Business Analyst - Consultant in Data Governance/Counterparty Credit Risk at Bank of America Katherine was a great coworker during her time at BSAM. We worked together on macro projects and she was fully capable of...View Morgan StanleyCompany IT Business Management Summer Analyst Morgan Stanley June 2006 – August 2006 (3 months) Skills & Endorsements 15Strategic Planning 9Change Management Education Dartmouth College - The Tuck School of Business at Dartmouth Dartmouth College - The Tuck School of Business at Dartmouth Bridge Program, Tuck Bridge Program 2008 – 2008 (Open)1 recommendation Aaron Lally Aaron Lally Investment Analyst at Meketa Investment Group I had the pleasure of working with Katherine during the summer of 08’ at the Tuck School of Business MBA Bridge Program. In the intensive four week program, Katherine and I worked together on a team preparing a “pitch” for Southwest airlines to a...View Williams College Williams College B.A., Chinese, Political Science 2004 – 2008 Activities and Societies: Phi Beta Kappa, Magna Cum Laude, Williams Record Harvard University Harvard University Visiting Undergraduate Student Program, East Asian Languages and Civilizations, French 2007 – 2007 Greenwich High School 2000 – 2004 Additional Info Interests Microfinance, theatre, film, travel, European and Chinese history and culture, music, singing Organizations Additional Organizations Women Advancing Microfinance (New York), New York Taiwanese Finance Association, Wall Street Chinese Recommendations Received (3)Given (3) Peter, would you like to recommend Katherine? Recommend Katherine Business Strategy Consulting and Quantitative Strategies Summer Analyst Bear Stearns Asset Management Ayman Mukerji Househam Ayman Mukerji Househam at JP Morgan Chase Katherine is a highly intelligent, hard working team member. Quality of her work products exceeded my expectations. I would be glad to work with her once again and wish her all the best in her career. February 23, 2010, Ayman managed Katherine at Bear Stearns Asset Management Tito A Acosta Jr Tito A Acosta Jr Business Analyst - Consultant in Data Governance/Counterparty Credit Risk at Bank of America Katherine was a great coworker during her time at BSAM. We worked together on macro projects and she was fully capable of understanding and processing data very quickly. She learned our processes and was a pleasure to work with. February 22, 2010, Tito A managed Katherine indirectly at Bear Stearns Asset Management Bridge Program Dartmouth College - The Tuck School of Business at Dartmouth Aaron Lally Aaron Lally Investment Analyst at Meketa Investment Group I had the pleasure of working with Katherine during the summer of 08’ at the Tuck School of Business MBA Bridge Program. In the intensive four week program, Katherine and I worked together on a team preparing a “pitch” for Southwest airlines to a group of LEK consultants and Tuck faculty. During the endless hours we shared in a small board room together it was clear her...more March 2, 2010, Aaron studied with Katherine at Dartmouth College - The Tuck School of Business at Dartmouth ConnectionsShared (5) Sara Grillo, CFASara Grillo, CFA1st Investment Advisor at Grillo Investment Management Jennifer ThomsonJennifer Thomson1st Independent Consultant, Nonprofit Management Krystina NguyenKrystina Nguyen1st International Development | Career Consulting | Photography Archana ShahArchana Shah1st Associate Director at The Helene and Grant Wilson Center for Social Entrepreneurship Clara LipsonClara Lipson1st Founder, AboutMicrofinance.com PreviousNext Groups BSAM Alumni Network BSAM Alumni Network Join Finance Club Finance Club Join Finance Industry Professionals Worldwide Finance Industry Professionals Worldwide Join Global Private Banking and Wealth Management Global Private Banking and Wealth Management Join Greenwich High School Alumni Greenwich High School Alumni Join Harvard China Group Harvard China Group Join Harvard University Alumni Harvard University Alumni Join Hedge Fund Group (HFG) Association: Alternative Investments, CTA Funds, & Fund of Funds Hedge Fund Group (HFG) Association: Alternative Investments, CTA Funds, & Fund of Funds Join JPMorgan Chase & Co. 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