Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Jill Ostergaard Jill Ostergaard's Morgan Stanley Experience February 1998 - March 2012
Job Managing Director & Chief Compliance Officer at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2012 - Present
Morgan Stanley February 1998 - March 2012
Pershing, a BNY Mellon company 1995 - 1998
US Securities and Exchange Commission August 1992 - August 1995
Skills
Compliance, Public Speaking, Management, Strategic Policy..., Regulatory Policy, Regulatory Affairs, Procedure Development, Capital Markets, Equities, Derivatives, Investment Banking, Policy, Investment Management, Fixed Income, FINRA, Trading, Securities
Education
Loyola University Chicago School of Law 1989 — 1992
Doctor of Law (JD)
Hope College 1982 — 1986
Bachelor of Arts (BA), History
Lakeshore High School 1978 — 1982
Barclays Investment Bank March 2012 - Present
Morgan Stanley February 1998 - March 2012
Pershing, a BNY Mellon company 1995 - 1998
US Securities and Exchange Commission August 1992 - August 1995
Skills
Compliance, Public Speaking, Management, Strategic Policy..., Regulatory Policy, Regulatory Affairs, Procedure Development, Capital Markets, Equities, Derivatives, Investment Banking, Policy, Investment Management, Fixed Income, FINRA, Trading, Securities
Education
Loyola University Chicago School of Law 1989 — 1992
Doctor of Law (JD)
Hope College 1982 — 1986
Bachelor of Arts (BA), History
Lakeshore High School 1978 — 1982
McLean Lutz McLean Lutz's Morgan Stanley Experience January 2001 - December 2002
Job Engineering/Finance
Industry Mechanical or Industrial Engineering
Experience
Ensign Energy Services August 2014 - January 2015
Various July 2006 - August 2014
Oak Street Mortgage March 2005 - March 2006
Town & Country Credit July 2004 - March 2005
Securities America, Inc. Member FINRA/SIPC January 2002 - March 2004
Morgan Stanley January 2001 - December 2002
Washington Mutual July 2000 - January 2001
BBVA Compass March 1999 - May 2000
Financial Business Group/WMA Securities January 1997 - March 1999
Jack Roach Ford July 1993 - December 1996
Skills
Asset Management, Management, Customer Service, 3D Modeling, Account Management, Estate Planning, AutoCAD, AVEVA PDMS, Autodesk Inventor Pro, AutoCAD Plant 3D, Sales, Retirement Planning, Mutual Funds, Insurance, Employee Benefits, Fixed Annuities, 401k Rollovers, Pipe, Process Design, Skid Design, Valves, Instrumentation, Vessels, Structural Design, Architectural Design, Leadership, Portfolio Management, Golf, Stocks, Equities, Investment Strategies, Bonds, IRAs, Variable Annuities, Life Insurance, Managed Futures, Wealth Management..., Investment Advisory, Charitable Trusts, Trusts, Investment Management, Private Investment, Trading, Options, Residential Mortgages, Second Mortgages, Dispatching, Private Equity, Open Water Diver, Fine Art
Education
Lone Star College System 2010 — 2016
Sophomore, Mechanical Engineering Technology
Houston Community College 2015 — 2015
Certificate, Introduction to the Petroleum Industry
Houston Community College 2014 — 2015
Pipe Drafting Certificate
Tomball High School 1991 — 1993
Diploma
Georgetown High Scool 1989 — 1990
Ensign Energy Services August 2014 - January 2015
Various July 2006 - August 2014
Oak Street Mortgage March 2005 - March 2006
Town & Country Credit July 2004 - March 2005
Securities America, Inc. Member FINRA/SIPC January 2002 - March 2004
Morgan Stanley January 2001 - December 2002
Washington Mutual July 2000 - January 2001
BBVA Compass March 1999 - May 2000
Financial Business Group/WMA Securities January 1997 - March 1999
Jack Roach Ford July 1993 - December 1996
Skills
Asset Management, Management, Customer Service, 3D Modeling, Account Management, Estate Planning, AutoCAD, AVEVA PDMS, Autodesk Inventor Pro, AutoCAD Plant 3D, Sales, Retirement Planning, Mutual Funds, Insurance, Employee Benefits, Fixed Annuities, 401k Rollovers, Pipe, Process Design, Skid Design, Valves, Instrumentation, Vessels, Structural Design, Architectural Design, Leadership, Portfolio Management, Golf, Stocks, Equities, Investment Strategies, Bonds, IRAs, Variable Annuities, Life Insurance, Managed Futures, Wealth Management..., Investment Advisory, Charitable Trusts, Trusts, Investment Management, Private Investment, Trading, Options, Residential Mortgages, Second Mortgages, Dispatching, Private Equity, Open Water Diver, Fine Art
Education
Lone Star College System 2010 — 2016
Sophomore, Mechanical Engineering Technology
Houston Community College 2015 — 2015
Certificate, Introduction to the Petroleum Industry
Houston Community College 2014 — 2015
Pipe Drafting Certificate
Tomball High School 1991 — 1993
Diploma
Georgetown High Scool 1989 — 1990
Michael F. Vetere's Morgan Stanley Experience April 2001 - March 2005
Job Founder and President
Industry Financial Services
Experience
Vetere Financial Enterprises, Inc. September 2010 - Present
Ameritas September 2010 - Present
MetLife May 2009 - September 2010
UBS March 2005 - May 2009
Morgan Stanley April 2001 - March 2005
Skills
Series 7, Series 66, Series 31, Life Insurance, Health Insurance, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Portfolio Management, Securities, Asset Allocation, Alternative Investments, Fixed Annuities, Equities, Financial Advisory, Investment Strategies, Asset Management, Financial Services, Estate Planning, Investments, Strategic Planning, Retirement, Insurance
Education
Hofstra University 1995 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Vetere Financial Enterprises, Inc. September 2010 - Present
Ameritas September 2010 - Present
MetLife May 2009 - September 2010
UBS March 2005 - May 2009
Morgan Stanley April 2001 - March 2005
Skills
Series 7, Series 66, Series 31, Life Insurance, Health Insurance, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Portfolio Management, Securities, Asset Allocation, Alternative Investments, Fixed Annuities, Equities, Financial Advisory, Investment Strategies, Asset Management, Financial Services, Estate Planning, Investments, Strategic Planning, Retirement, Insurance
Education
Hofstra University 1995 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Brandon Yim Brandon Yim's Morgan Stanley Experience September 2015 - Present
Job Equity Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
State Farm Insurance August 2009 - August 2012
City of Millbrae 2006 - 2008
Education
Houston Baptist University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley September 2015 - Present
State Farm Insurance August 2009 - August 2012
City of Millbrae 2006 - 2008
Education
Houston Baptist University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Tiffany Soliz Tiffany Soliz's Morgan Stanley Experience December 1992 - 1996
Job Senior Investment Associate
Industry Financial Services
Experience
RBC Wealth Management May 2005 - Present
UBS 1996 - 2005
Morgan Stanley December 1992 - 1996
Education
College of Financial Planning 2008 — 2008
Registered Para Planner, Financial Planning
Houston Community College 1991 — 1995
Associates of General Studies
Cy-fair isd 1988 — 1991
RBC Wealth Management May 2005 - Present
UBS 1996 - 2005
Morgan Stanley December 1992 - 1996
Education
College of Financial Planning 2008 — 2008
Registered Para Planner, Financial Planning
Houston Community College 1991 — 1995
Associates of General Studies
Cy-fair isd 1988 — 1991
Josh Irwin Josh Irwin's Morgan Stanley Experience June 2010 - March 2012
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley June 2010 - March 2012
T. Rowe Price August 2007 - June 2010
Aquanaut Capital Management (Hedge Fund) 2005 - August 2007
Skills
Series 7, Series 3, Financial Modeling, Derivatives, Trading Strategies, Investments, Bloomberg, Fixed Income, Equities, Series 63
Education
Tulane University - A.B. Freeman School of Business
Master of Finance
Southern Methodist University
Business Administration and Management, General
Houston Baptist University
Finance
Merrill Lynch March 2012 - Present
Morgan Stanley June 2010 - March 2012
T. Rowe Price August 2007 - June 2010
Aquanaut Capital Management (Hedge Fund) 2005 - August 2007
Skills
Series 7, Series 3, Financial Modeling, Derivatives, Trading Strategies, Investments, Bloomberg, Fixed Income, Equities, Series 63
Education
Tulane University - A.B. Freeman School of Business
Master of Finance
Southern Methodist University
Business Administration and Management, General
Houston Baptist University
Finance
Mac Posner Mac Posner's Morgan Stanley Experience June 2013 - August 2013
Job Student at Hofstra University
Industry Real Estate
Experience
Morgan Stanley June 2013 - August 2013
Morstan General Agency June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance
Towson University 2013 — 2014
Finance
Morgan Stanley June 2013 - August 2013
Morstan General Agency June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance
Towson University 2013 — 2014
Finance
Arnita Hayden Arnita Hayden's Morgan Stanley Experience July 2010 - May 2012
Job Senior Product Manager at Sprout Social, Inc.
Industry Computer Software
Experience
Johnson & Johnson June 2013 - December 2013
Morgan Stanley July 2010 - May 2012
Iridescent February 2011 - April 2012
Morgan Stanley September 2008 - July 2010
Skills
Product Management, Product Strategy, Conversion Optimization, Agile & Waterfall..., Start-ups, Business Analysis, Project Management, Cross-functional Team..., Strategy, Web Design, Leadership, Program Management, Business Requirements, Project Planning, Entrepreneurship, Team Leadership
Education
Massachusetts Institute of Technology 2012 — 2014
Masters of Science, Systems Engineering
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 2003 — 2008
Bachelors of Science, Computer Engineering
Johnson & Johnson June 2013 - December 2013
Morgan Stanley July 2010 - May 2012
Iridescent February 2011 - April 2012
Morgan Stanley September 2008 - July 2010
Skills
Product Management, Product Strategy, Conversion Optimization, Agile & Waterfall..., Start-ups, Business Analysis, Project Management, Cross-functional Team..., Strategy, Web Design, Leadership, Program Management, Business Requirements, Project Planning, Entrepreneurship, Team Leadership
Education
Massachusetts Institute of Technology 2012 — 2014
Masters of Science, Systems Engineering
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 2003 — 2008
Bachelors of Science, Computer Engineering
Sean Dzugan's Morgan Stanley Experience May 2005 - September 2005
Job Sales Executive at MTS Markets International London Stock Exchange Group
Industry Investment Banking
Experience
London Stock Exchange Group March 2015 - Present
Nomura Securities December 2013 - February 2015
Deutsche Bank June 2007 - November 2013
Deutsche Bank October 2006 - June 2007
Deutsche Bank August 2006 - October 2006
Acushnet Titleist [Thailand] Ltd. April 2003 - August 2006
Morgan Stanley May 2005 - September 2005
Skills
Bloomberg, Credit Risk, Fixed Income, High Yield Bonds, Bonds, Interest Rate..., Credit Derivatives, Operational Risk, Microsoft Excel, Market Access, Electronic Trading
Education
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Major in Finance; Minor in Legal Studies of Business (Law)
London Stock Exchange Group March 2015 - Present
Nomura Securities December 2013 - February 2015
Deutsche Bank June 2007 - November 2013
Deutsche Bank October 2006 - June 2007
Deutsche Bank August 2006 - October 2006
Acushnet Titleist [Thailand] Ltd. April 2003 - August 2006
Morgan Stanley May 2005 - September 2005
Skills
Bloomberg, Credit Risk, Fixed Income, High Yield Bonds, Bonds, Interest Rate..., Credit Derivatives, Operational Risk, Microsoft Excel, Market Access, Electronic Trading
Education
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Major in Finance; Minor in Legal Studies of Business (Law)
Anum Waheed's Morgan Stanley Experience August 2012 - Present
Job Student Ambassador UMBC at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Sigma Alpha Lambda March 2012 - Present
AlHuda School June 2009 - Present
Morgan Stanley June 2012 - August 2012
Fiducial Business Centers, Inc June 2010 - August 2011
Skills
QuickBooks, Microsoft Office, Macro, Time Management, Marketing Strategy, Decision Analysis, Strategic Planning, Business Analysis, Presentations, Budgets, Teamwork, Databases, Project Planning, Training, Program Management, Financial Analysis, Auditing, Leadership Development
Education
University of Maryland Baltimore County 2012 — 2013
Bachelor of Science (BS), Corporate Finance and Law
Howard Community College 2009 — 2011
Associate of Arts (AA), Business Administration, Management and Operations
Morgan Stanley August 2012 - Present
Sigma Alpha Lambda March 2012 - Present
AlHuda School June 2009 - Present
Morgan Stanley June 2012 - August 2012
Fiducial Business Centers, Inc June 2010 - August 2011
Skills
QuickBooks, Microsoft Office, Macro, Time Management, Marketing Strategy, Decision Analysis, Strategic Planning, Business Analysis, Presentations, Budgets, Teamwork, Databases, Project Planning, Training, Program Management, Financial Analysis, Auditing, Leadership Development
Education
University of Maryland Baltimore County 2012 — 2013
Bachelor of Science (BS), Corporate Finance and Law
Howard Community College 2009 — 2011
Associate of Arts (AA), Business Administration, Management and Operations
Ramy Farid's Morgan Stanley Experience February 2006 - November 2008
Job VP, Client Services at ProSeeder Technologies
Industry Computer Software
Experience
ProSeeder Technologies, LLC September 2012 - Present
Edison Group, Inc. November 2009 - December 2011
Dishonest Apparel October 2005 - 2010
Morgan Stanley February 2006 - November 2008
Cantor Fitzgerald August 2003 - February 2006
Skills
Start-ups, Project Management, Entrepreneurship, Sales, Management, Analysis, Strategic Planning, Social Media, Business Development, Enterprise Software, Account Management, Financial Modeling, Social Networking, Business Strategy, Financial Analysis, Change Management, Analytics, Marketing, Risk Management, New Business Development, Marketing Strategy, Salesforce.com, Leadership, Strategy, Team Building, Coaching, SaaS, Financial Services, Cloud Computing, Corporate Finance, Investments, Business Intelligence, PMP
Education
Hofstra University 2012 — 2014
MBA, Information Technology
Hofstra University 1999 — 2003
BBA, International Business
ProSeeder Technologies, LLC September 2012 - Present
Edison Group, Inc. November 2009 - December 2011
Dishonest Apparel October 2005 - 2010
Morgan Stanley February 2006 - November 2008
Cantor Fitzgerald August 2003 - February 2006
Skills
Start-ups, Project Management, Entrepreneurship, Sales, Management, Analysis, Strategic Planning, Social Media, Business Development, Enterprise Software, Account Management, Financial Modeling, Social Networking, Business Strategy, Financial Analysis, Change Management, Analytics, Marketing, Risk Management, New Business Development, Marketing Strategy, Salesforce.com, Leadership, Strategy, Team Building, Coaching, SaaS, Financial Services, Cloud Computing, Corporate Finance, Investments, Business Intelligence, PMP
Education
Hofstra University 2012 — 2014
MBA, Information Technology
Hofstra University 1999 — 2003
BBA, International Business
Ashir Nelson Ashir Nelson's Morgan Stanley Experience June 2013 - June 2014
Job CEO of LinkedIn Vault | Helping Financial Advisors and Small Businesses generate Inbound Leads using LinkedIn
Industry Marketing and Advertising
Experience
Toastmasters International July 2015 - Present
LinkedIn Vault November 2014 - Present
Morgan Stanley June 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Deloitte June 2010 - August 2010
Deloitte July 2009 - August 2009
Skills
LinkedIn Profile..., LinkedIn Lead Generation, LinkedIn Training, Linkedin Marketing, Entrepreneurship, Leadership, Public Speaking, Team Leadership, Personal Development, Financial Analysis, Social Media Marketing, Marketing
Education
Howard University 2009 — 2013
Bachelor Business Administration, Finance, Alumni
Brooklyn Technical High School 2005 — 2009
High School Diploma, Majored in Media Communications
Toastmasters International July 2015 - Present
LinkedIn Vault November 2014 - Present
Morgan Stanley June 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Deloitte June 2010 - August 2010
Deloitte July 2009 - August 2009
Skills
LinkedIn Profile..., LinkedIn Lead Generation, LinkedIn Training, Linkedin Marketing, Entrepreneurship, Leadership, Public Speaking, Team Leadership, Personal Development, Financial Analysis, Social Media Marketing, Marketing
Education
Howard University 2009 — 2013
Bachelor Business Administration, Finance, Alumni
Brooklyn Technical High School 2005 — 2009
High School Diploma, Majored in Media Communications
Joseph Alexander Man Joseph Alexander Man's Morgan Stanley Experience April 2010 - January 2011
Job ALM Development & Administration at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard September 2014 - Present
CR Bard May 2014 - September 2014
Warner Chilcott June 2013 - March 2014
Comcast Cable 2013 - 2013
UBS Wealth Management January 2012 - December 2012
Dow Jones Indexes January 2010 - April 2012
Morgan Stanley April 2010 - January 2011
Screenvision August 2009 - November 2010
Brown Brothers Harriman June 2008 - April 2009
PSY Services LLC January 2002 - November 2008
Skills
Quality Assurance, Test Cases, Test Automation, SDLC, Manual Testing, Test Scripts, Quality Center, QTP, Test Planning, Software Quality..., LoadRunner, Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Test Strategy, System Testing, WinRunner, Test Management, Software Documentation, HP QTP, HP Quality Center
Education
SAI 1993 — 1995
Diploma in Computer Science and Programming Languages, Diploma in Computer Science and Programming Languages
Hofstra University
Hewlett-Packard September 2014 - Present
CR Bard May 2014 - September 2014
Warner Chilcott June 2013 - March 2014
Comcast Cable 2013 - 2013
UBS Wealth Management January 2012 - December 2012
Dow Jones Indexes January 2010 - April 2012
Morgan Stanley April 2010 - January 2011
Screenvision August 2009 - November 2010
Brown Brothers Harriman June 2008 - April 2009
PSY Services LLC January 2002 - November 2008
Skills
Quality Assurance, Test Cases, Test Automation, SDLC, Manual Testing, Test Scripts, Quality Center, QTP, Test Planning, Software Quality..., LoadRunner, Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Test Strategy, System Testing, WinRunner, Test Management, Software Documentation, HP QTP, HP Quality Center
Education
SAI 1993 — 1995
Diploma in Computer Science and Programming Languages, Diploma in Computer Science and Programming Languages
Hofstra University
Kevin Darius Kevin Darius's Morgan Stanley Experience March 2003 - December 2004
Job Clinical Specialist, Aortic Intervention at Cook Medical
Industry Medical Devices
Experience
Cook Medical June 2014 - Present
UPS February 2005 - May 2014
Morgan Stanley March 2003 - December 2004
Skills
Logistics, Account Management, Sales, Competitive Analysis, Supply Chain Management, Cold Calling, Marketing, Sales Management, Marketing Strategy, Supply Chain, New Business Development, Operations Management, Transportation, Strategic Planning, Sales Operations, Sales Presentations, Business Development, B2B, CRM, Customer Service
Education
Rutgers University 2010 — 2013
MBA, Finance/ Marketing
Hofstra University 1998 — 2002
Bachelors, Business Management
Cook Medical June 2014 - Present
UPS February 2005 - May 2014
Morgan Stanley March 2003 - December 2004
Skills
Logistics, Account Management, Sales, Competitive Analysis, Supply Chain Management, Cold Calling, Marketing, Sales Management, Marketing Strategy, Supply Chain, New Business Development, Operations Management, Transportation, Strategic Planning, Sales Operations, Sales Presentations, Business Development, B2B, CRM, Customer Service
Education
Rutgers University 2010 — 2013
MBA, Finance/ Marketing
Hofstra University 1998 — 2002
Bachelors, Business Management
Randi B. Nelson, MD, MBA's Morgan Stanley Experience June 1991 - March 1999
Job General Pediatrician
Industry Medical Practice
Experience
Camkids Pediatrics May 2015 - Present
Stanford Children's Health Lucile Packard Children's Hospital Stanford August 2012 - May 2015
UCSF February 2014 - April 2015
Jacobi Medical Center June 2009 - June 2012
Harlemworld 2010 - 2012
Citigroup March 1999 - July 2005
Morgan Stanley June 1991 - March 1999
Skills
Healthcare, Healthcare Management, Medicine, Public Speaking, Research, EMR, Data Analysis, Public Health, PowerPoint, Clinical Research, Nonprofits, Fundraising, Patient Safety, Hospitals, Board Certified, Strategic Planning, Customer Service, Microsoft Office, Program Development, Team Building, Community Outreach, Pediatrics, Medical Education, Treatment, Physicians, Healthcare Information...
Education
Stony Brook University Health Sciences Center School of Medicine 2005 — 2009
MD, Medicine
Hofstra University 1996 — 1998
MBA, Business
State University of New York at Buffalo 1987 — 1991
Bachelor's degree, Accounting
Camkids Pediatrics May 2015 - Present
Stanford Children's Health Lucile Packard Children's Hospital Stanford August 2012 - May 2015
UCSF February 2014 - April 2015
Jacobi Medical Center June 2009 - June 2012
Harlemworld 2010 - 2012
Citigroup March 1999 - July 2005
Morgan Stanley June 1991 - March 1999
Skills
Healthcare, Healthcare Management, Medicine, Public Speaking, Research, EMR, Data Analysis, Public Health, PowerPoint, Clinical Research, Nonprofits, Fundraising, Patient Safety, Hospitals, Board Certified, Strategic Planning, Customer Service, Microsoft Office, Program Development, Team Building, Community Outreach, Pediatrics, Medical Education, Treatment, Physicians, Healthcare Information...
Education
Stony Brook University Health Sciences Center School of Medicine 2005 — 2009
MD, Medicine
Hofstra University 1996 — 1998
MBA, Business
State University of New York at Buffalo 1987 — 1991
Bachelor's degree, Accounting
Robert Sonneman's Morgan Stanley Experience July 2010 - November 2014
Job Vice President Audit Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Morgan Stanley July 2010 - November 2014
Bank of Tokyo-Mitsubishi UFJ July 2007 - June 2010
New York Mercantile Exchange July 2005 - July 2007
Skills
Financial Analysis, Internal Controls, Financial Risk, Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Accounting, Financial Audits, Financial Modeling, Banking, Enterprise Risk..., Finance, Corporate Finance, IFRS, Cash Management
Education
Hofstra University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase & Co. November 2014 - Present
Morgan Stanley July 2010 - November 2014
Bank of Tokyo-Mitsubishi UFJ July 2007 - June 2010
New York Mercantile Exchange July 2005 - July 2007
Skills
Financial Analysis, Internal Controls, Financial Risk, Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Accounting, Financial Audits, Financial Modeling, Banking, Enterprise Risk..., Finance, Corporate Finance, IFRS, Cash Management
Education
Hofstra University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
taneka maxwell taneka maxwell's Morgan Stanley Experience September 2004 - Present
Job Account Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2004 - Present
Education
Hofstra University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Morgan Stanley September 2004 - Present
Education
Hofstra University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Robert Germino Robert Germino's Morgan Stanley Experience February 2012 - January 2013
Job AML
Industry Financial Services
Experience
Morgan Stanley February 2012 - January 2013
Nassau County Government January 2009 - February 2012
2d Tank Battalion March 2008 - August 2008
Regimental Combat Team 2, Al Asad, Iraq October 2006 - February 2008
2d Tank Battalion February 2006 - September 2006
Infantryman2d Tank Battalion October 2003 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning
Education
Villanova University 2008 — 2009
Lean Six Sigma
Villanova University
Hofstra University 2000 — 2002
Bachelor's degree, Philosophy
Hofstra University
B.A, Philosophy
Nassau Community College 1998 — 2000
Morgan Stanley February 2012 - January 2013
Nassau County Government January 2009 - February 2012
2d Tank Battalion March 2008 - August 2008
Regimental Combat Team 2, Al Asad, Iraq October 2006 - February 2008
2d Tank Battalion February 2006 - September 2006
Infantryman2d Tank Battalion October 2003 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning
Education
Villanova University 2008 — 2009
Lean Six Sigma
Villanova University
Hofstra University 2000 — 2002
Bachelor's degree, Philosophy
Hofstra University
B.A, Philosophy
Nassau Community College 1998 — 2000
Kathy Chen Kathy Chen's Morgan Stanley Experience June 2015 - Present
Job IT Control Analyst
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
JPMorgan Chase & Co. December 2014 - March 2015
Engel & Völkers Locust Valley August 2014 - December 2014
UBS December 2013 - May 2014
Skills
PowerPoint, Microsoft Word, Valuation, Financial Modeling, Bloomberg, Social Media, Microsoft Excel, Investments, Financial Analysis, Microsoft Office, Finance, Banking, Corporate Finance, Financial Reporting, Data Analysis, Customer Service, Research, Mandarin, Microsoft PowerPoint, Analysis, Management, Market Research, Teamwork, Public Speaking, Access, SAS Programming, SQL
Education
Hofstra University 2012 — 2014
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Morgan Stanley June 2015 - Present
JPMorgan Chase & Co. December 2014 - March 2015
Engel & Völkers Locust Valley August 2014 - December 2014
UBS December 2013 - May 2014
Skills
PowerPoint, Microsoft Word, Valuation, Financial Modeling, Bloomberg, Social Media, Microsoft Excel, Investments, Financial Analysis, Microsoft Office, Finance, Banking, Corporate Finance, Financial Reporting, Data Analysis, Customer Service, Research, Mandarin, Microsoft PowerPoint, Analysis, Management, Market Research, Teamwork, Public Speaking, Access, SAS Programming, SQL
Education
Hofstra University 2012 — 2014
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Ryan J. Hernandez Ryan J. Hernandez's Morgan Stanley Experience December 2014 - Present
Job Global Major Incident Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2014 - Present
360i November 2010 - November 2014
Statlinx Inc. September 2009 - November 2010
United States Air Force June 2004 - June 2008
Skills
IT Service Delivery, IT Service Management, Project Management, Leadership, Training, Change Management, Incident Management, ITIL, IT Management, Vendor Management, Process Improvement
Education
Hofstra University 2006 — 2008
B.A., History
Morgan Stanley December 2014 - Present
360i November 2010 - November 2014
Statlinx Inc. September 2009 - November 2010
United States Air Force June 2004 - June 2008
Skills
IT Service Delivery, IT Service Management, Project Management, Leadership, Training, Change Management, Incident Management, ITIL, IT Management, Vendor Management, Process Improvement
Education
Hofstra University 2006 — 2008
B.A., History
Aria N. Wint Aria N. Wint's Morgan Stanley Experience June 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
MORGAN STANLEY June 2010 - Present
UNIVERSITY COMPTROLLER'S OFFICE January 2007 - June 2010
GIRL SCOUTS COUNCIL OF NATION'S CAPITAL March 2006 - February 2010
Morgan Stanley May 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Accounting, Forecasting, Microsoft Excel, Finance, Analysis, Valuation, Internal Controls, Bloomberg, Project Finance, Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Policy, Sarbanes-Oxley Act, Financial Risk, Accounts Payable, Auditing
Education
Howard University 2009 — 2010
MBA, Accounting
Howard University 2005 — 2009
BBA, Accounting
MORGAN STANLEY June 2010 - Present
UNIVERSITY COMPTROLLER'S OFFICE January 2007 - June 2010
GIRL SCOUTS COUNCIL OF NATION'S CAPITAL March 2006 - February 2010
Morgan Stanley May 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Accounting, Forecasting, Microsoft Excel, Finance, Analysis, Valuation, Internal Controls, Bloomberg, Project Finance, Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Policy, Sarbanes-Oxley Act, Financial Risk, Accounts Payable, Auditing
Education
Howard University 2009 — 2010
MBA, Accounting
Howard University 2005 — 2009
BBA, Accounting
Adam Bornhorst's Morgan Stanley Experience December 2009 - May 2012
Job Senior Associate Industrial at JLL
Industry Commercial Real Estate
Experience
JLL February 2015 - Present
NAI Ohio Equities July 2012 - February 2015
Morgan Stanley December 2009 - May 2012
Morgan Stanley June 2010 - November 2010
Morgan Stanley December 2009 - June 2010
Skills
Investments, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Transactions, Valuation, Leases, Series 7, Financial Analysis, Finance, Corporate Real Estate, Sales, Selling, Brokerage, Sellers, Real Estate Economics
Education
University of Dayton 2004 — 2008
Bachelor of Science (B.S.), Finance/Economics
Hondros College of Business
Hondros College of Business
JLL February 2015 - Present
NAI Ohio Equities July 2012 - February 2015
Morgan Stanley December 2009 - May 2012
Morgan Stanley June 2010 - November 2010
Morgan Stanley December 2009 - June 2010
Skills
Investments, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Transactions, Valuation, Leases, Series 7, Financial Analysis, Finance, Corporate Real Estate, Sales, Selling, Brokerage, Sellers, Real Estate Economics
Education
University of Dayton 2004 — 2008
Bachelor of Science (B.S.), Finance/Economics
Hondros College of Business
Hondros College of Business
Roseann Palmieri Roseann Palmieri's Morgan Stanley Experience 1989 - 1999
Job Information Management Executive
Industry Financial Services
Experience
Bloomberg June 2011 - September 2013
Thomson Reuters May 2010 - June 2011
element22 October 2009 - May 2010
Merrill Lynch 2007 - October 2009
Bank of America 2003 - 2007
Deutsche Bank Securities 1999 - 2003
Morgan Stanley 1989 - 1999
Smith Barney 1988 - 1989
Education
Hofstra University 1983 — 1986
BBA, Information Systems
Bloomberg June 2011 - September 2013
Thomson Reuters May 2010 - June 2011
element22 October 2009 - May 2010
Merrill Lynch 2007 - October 2009
Bank of America 2003 - 2007
Deutsche Bank Securities 1999 - 2003
Morgan Stanley 1989 - 1999
Smith Barney 1988 - 1989
Education
Hofstra University 1983 — 1986
BBA, Information Systems
Jesse Luna Jr Jesse Luna Jr's Morgan Stanley Experience June 1999 - March 2003
Job Document Control at British Petroleum
Industry Oil & Energy
Experience
BP March 2014 - Present
Global Edge Consultants September 2010 - March 2014
Thunderbolt Consulting, LLC 2003 - 2010
Collarini Engineering January 2009 - November 2009
LDCM May 2003 - August 2003
Morgan Stanley June 1999 - March 2003
William M February 1999 - May 1999
Petrozuata August 1997 - February 1999
U.S Government Army January 1993 - January 1997
Skills
Software Documentation, Document Management, Petroleum, Budgets, Oil/Gas, Gas, Offshore Drilling, Energy, Energy Industry, Upstream, Procurement, Project Planning, Data Entry, Project Management, Subsea Engineering, Management, Engineering, Oil & Gas, Onshore, Oil & Gas Industry
Education
Houston Community College 2005 — 2008
Houston Community College
Business Management
Georgia Military College
Sidney Lanier High School
BP March 2014 - Present
Global Edge Consultants September 2010 - March 2014
Thunderbolt Consulting, LLC 2003 - 2010
Collarini Engineering January 2009 - November 2009
LDCM May 2003 - August 2003
Morgan Stanley June 1999 - March 2003
William M February 1999 - May 1999
Petrozuata August 1997 - February 1999
U.S Government Army January 1993 - January 1997
Skills
Software Documentation, Document Management, Petroleum, Budgets, Oil/Gas, Gas, Offshore Drilling, Energy, Energy Industry, Upstream, Procurement, Project Planning, Data Entry, Project Management, Subsea Engineering, Management, Engineering, Oil & Gas, Onshore, Oil & Gas Industry
Education
Houston Community College 2005 — 2008
Houston Community College
Business Management
Georgia Military College
Sidney Lanier High School
ronnie schule ronnie schule's Morgan Stanley Experience October 2012 - Present
Job Retired Police Officer,Security Supervisor
Industry Law Enforcement
Experience
Morgan Stanley October 2012 - Present
New York City Police Department June 1992 - June 2012
Skills
Painter, Lacrosse, Firearms, Cpr Certified, automated external..., Security, Armed, Oratory, Physical Security, Security Management, Police, Law Enforcement...
Education
Hofstra University 1987 — 1990
sachem high school 1985 — 1987
Morgan Stanley October 2012 - Present
New York City Police Department June 1992 - June 2012
Skills
Painter, Lacrosse, Firearms, Cpr Certified, automated external..., Security, Armed, Oratory, Physical Security, Security Management, Police, Law Enforcement...
Education
Hofstra University 1987 — 1990
sachem high school 1985 — 1987
Andrea Armstead Andrea Armstead's Morgan Stanley Experience May 2010 - August 2010
Job Client Services Associate at Interactive One
Industry Marketing and Advertising
Experience
Interactive One September 2014 - Present
ROAR - A Publicis Solution February 2014 - September 2014
ZenithOptimedia June 2013 - September 2014
WUSA-TV January 2013 - April 2013
Monumental Sports & Entertainment August 2012 - December 2012
The Nielsen Company June 2012 - September 2012
Howard University School of Business Student Council May 2011 - April 2012
Events DC May 2011 - September 2011
Morgan Stanley May 2010 - August 2010
Skills
Social Media, Event Planning, Marketing, Social Media Marketing, Team Leadership, Microsoft Office, Leadership, Event Management, Editing, Management, Marketing Management, Public Speaking, Microsoft Word, Facebook
Education
Lasell College 2014 — 2016
Master of Science in Communications, Public Relations, Advertising, and Applied Communication
Howard University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Interactive One September 2014 - Present
ROAR - A Publicis Solution February 2014 - September 2014
ZenithOptimedia June 2013 - September 2014
WUSA-TV January 2013 - April 2013
Monumental Sports & Entertainment August 2012 - December 2012
The Nielsen Company June 2012 - September 2012
Howard University School of Business Student Council May 2011 - April 2012
Events DC May 2011 - September 2011
Morgan Stanley May 2010 - August 2010
Skills
Social Media, Event Planning, Marketing, Social Media Marketing, Team Leadership, Microsoft Office, Leadership, Event Management, Editing, Management, Marketing Management, Public Speaking, Microsoft Word, Facebook
Education
Lasell College 2014 — 2016
Master of Science in Communications, Public Relations, Advertising, and Applied Communication
Howard University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Nateanah Fripp Nateanah Fripp's Morgan Stanley Experience November 2014 - Present
Job Settlements Operations Associate at Morgan Stanley
Industry Sports
Experience
Morgan Stanley November 2014 - Present
5th Quarter LLC April 2014 - Present
USDA- Contractor with Davis Paige Management Systems LLC. August 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - August 2013
On Board Experiential Marketing September 2012 - February 2013
Morgan State University May 2012 - August 2012
Harlem Globetrotters September 2011 - December 2011
City of Oakland February 2011 - August 2011
St. Mary's College High School November 2010 - March 2011
San Francisco 49ers August 2010 - January 2011
Skills
Sports Management, Microsoft Word, Microsoft Excel, Non-profits, Teamwork, Social Media, Sports Marketing, Event Planning, Sponsorship, Event Management, Press Releases, Sports, Advertising, Social Media Marketing, Public Relations, Facebook, Media Relations, PowerPoint, Marketing, Public Speaking, Athletics, Blogging, Customer Satisfaction, Customer Service, Editing, Fundraising, Leadership, Management, Market Research, Marketing Communications, Training, Ticket Sales, Social Networking, Research, Nonprofits, Publicity
Education
Georgetown University, Washington D.C 2011 — 2012
Masters of Science, Sports Management
Hofstra University 2005 — 2009
Bachelor of Arts in Business Administration, Marketing
st marys college high school
st marys college high school
Morgan Stanley November 2014 - Present
5th Quarter LLC April 2014 - Present
USDA- Contractor with Davis Paige Management Systems LLC. August 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - August 2013
On Board Experiential Marketing September 2012 - February 2013
Morgan State University May 2012 - August 2012
Harlem Globetrotters September 2011 - December 2011
City of Oakland February 2011 - August 2011
St. Mary's College High School November 2010 - March 2011
San Francisco 49ers August 2010 - January 2011
Skills
Sports Management, Microsoft Word, Microsoft Excel, Non-profits, Teamwork, Social Media, Sports Marketing, Event Planning, Sponsorship, Event Management, Press Releases, Sports, Advertising, Social Media Marketing, Public Relations, Facebook, Media Relations, PowerPoint, Marketing, Public Speaking, Athletics, Blogging, Customer Satisfaction, Customer Service, Editing, Fundraising, Leadership, Management, Market Research, Marketing Communications, Training, Ticket Sales, Social Networking, Research, Nonprofits, Publicity
Education
Georgetown University, Washington D.C 2011 — 2012
Masters of Science, Sports Management
Hofstra University 2005 — 2009
Bachelor of Arts in Business Administration, Marketing
st marys college high school
st marys college high school
Dennis Gurka Dennis Gurka's Morgan Stanley Experience 1990 - 1993
Job Associate at Newedge
Industry Financial Services
Experience
Société Générale January 2014 - Present
UBS Investment Bank June 2012 - December 2013
Royal Bank of Scotland September 2006 - June 2012
Nomura Securities December 1999 - September 2006
Tullett and Tokyo, Division of First Options October 1998 - December 1999
Archer Daniels Midland 1995 - 1998
Indosuez Carr Futures 1994 - 1995
SMBC Nikko Securities Inc. 1993 - 1994
Morgan Stanley 1990 - 1993
Skills
Trading, Options, Fixed Income, Back Office, Derivatives, Middle Office, Commodity, Trading Systems, Electronic Trading, Equities, Equity Derivatives, Foreign Exchange, Financial Markets, FX trading, Hedge Funds, Financial Risk, Currency, CRM, Investment Banking, Prime Brokerage, Bloomberg, Risk Management, Series 7, Portfolio Management, Structured Products, Capital Markets, Interest Rate..., FX Options, Bonds, Settlement, Equity Trading, Business Analysis, Securities, Asset Management, Financial Services, Swaps, Market Data, Technical Analysis, Alternative Investments, Hedging, Credit Derivatives, Funding, Series 63, Corporate Actions, Bloomberg Terminal, Emerging Markets, Market Risk, Rates, Mutual Funds, Collateral Management
Education
Marquette University
Bachelor of Arts
Holy Cross College
Société Générale January 2014 - Present
UBS Investment Bank June 2012 - December 2013
Royal Bank of Scotland September 2006 - June 2012
Nomura Securities December 1999 - September 2006
Tullett and Tokyo, Division of First Options October 1998 - December 1999
Archer Daniels Midland 1995 - 1998
Indosuez Carr Futures 1994 - 1995
SMBC Nikko Securities Inc. 1993 - 1994
Morgan Stanley 1990 - 1993
Skills
Trading, Options, Fixed Income, Back Office, Derivatives, Middle Office, Commodity, Trading Systems, Electronic Trading, Equities, Equity Derivatives, Foreign Exchange, Financial Markets, FX trading, Hedge Funds, Financial Risk, Currency, CRM, Investment Banking, Prime Brokerage, Bloomberg, Risk Management, Series 7, Portfolio Management, Structured Products, Capital Markets, Interest Rate..., FX Options, Bonds, Settlement, Equity Trading, Business Analysis, Securities, Asset Management, Financial Services, Swaps, Market Data, Technical Analysis, Alternative Investments, Hedging, Credit Derivatives, Funding, Series 63, Corporate Actions, Bloomberg Terminal, Emerging Markets, Market Risk, Rates, Mutual Funds, Collateral Management
Education
Marquette University
Bachelor of Arts
Holy Cross College
Jaret Zung Jaret Zung's Morgan Stanley Experience October 1999 - April 2012
Job Executive Director, CFO
Industry Financial Services
Experience
Citi May 2012 - Present
Morgan Stanley October 1999 - April 2012
JPMorgan Chase January 1996 - September 1999
Ogilvey & Mather September 1994 - January 1996
Skills
Financial Reporting &..., Accounting, Strategic Planning, Budgeting, Forecasting, Scenario Modelling, Business Metrics, Team Leadership, Business Integration, Process Improvement, Expense Control, Expense Reduction, Hyperion Essbase, ProClarity, Productivity, Capacity Planning, Activity Based Costing, P&L, Vendor Outsourcing, Resource Deployment, Budgets, Essbase, Expense Management, Outsourcing, Financial Analysis, Recruiting, Strategy, Financial Services, Resource Management, Analysis
Education
Hofstra University 1990 — 1994
BA Degree, Accounting
Citi May 2012 - Present
Morgan Stanley October 1999 - April 2012
JPMorgan Chase January 1996 - September 1999
Ogilvey & Mather September 1994 - January 1996
Skills
Financial Reporting &..., Accounting, Strategic Planning, Budgeting, Forecasting, Scenario Modelling, Business Metrics, Team Leadership, Business Integration, Process Improvement, Expense Control, Expense Reduction, Hyperion Essbase, ProClarity, Productivity, Capacity Planning, Activity Based Costing, P&L, Vendor Outsourcing, Resource Deployment, Budgets, Essbase, Expense Management, Outsourcing, Financial Analysis, Recruiting, Strategy, Financial Services, Resource Management, Analysis
Education
Hofstra University 1990 — 1994
BA Degree, Accounting
Joseph Flannigan Joseph Flannigan's Morgan Stanley Experience January 2007 - April 2012
Job Partner at Too Many Joes Productions
Industry Entertainment
Experience
Too Many Joes Productions March 2013 - Present
Morgan Stanley January 2007 - April 2012
Morgan Stanley 1997 - 2007
Dean Witter Reynolds 1993 - 1997
Skills
Project Portfolio..., Strategic Planning, Team Leadership, Change Management, Needs Assessment, Data Warehousing, IT Strategy, IT Security, Process Improvement, Software Development, Project Management, QA/Testing, Deployment/Migrations, Web Design, Budgeting, Cost Accounting, Cost/Benefit Analysis, Payroll, Reporting, Benefits/Compensation, Employee/Labor Relations, Recruiting, Training/Development, Workforce Planning, MS Office Suite, MS Project, Visio, QlikView, Windows, Mac OS X, Mainframe, Sybase, DB2, Business Objects, PeopleSoft, LDAP, SharePoint, Informatica, SOX, Project Planning, Resource Management, Risk Mitigation, Client Relationship..., Product Development, Business Analysis, Integration, Business Process, Vendor Relations, Re-engineering, SDLC
Education
Hofstra University 1979 — 1981
BA, Computer Science/Business
Too Many Joes Productions March 2013 - Present
Morgan Stanley January 2007 - April 2012
Morgan Stanley 1997 - 2007
Dean Witter Reynolds 1993 - 1997
Skills
Project Portfolio..., Strategic Planning, Team Leadership, Change Management, Needs Assessment, Data Warehousing, IT Strategy, IT Security, Process Improvement, Software Development, Project Management, QA/Testing, Deployment/Migrations, Web Design, Budgeting, Cost Accounting, Cost/Benefit Analysis, Payroll, Reporting, Benefits/Compensation, Employee/Labor Relations, Recruiting, Training/Development, Workforce Planning, MS Office Suite, MS Project, Visio, QlikView, Windows, Mac OS X, Mainframe, Sybase, DB2, Business Objects, PeopleSoft, LDAP, SharePoint, Informatica, SOX, Project Planning, Resource Management, Risk Mitigation, Client Relationship..., Product Development, Business Analysis, Integration, Business Process, Vendor Relations, Re-engineering, SDLC
Education
Hofstra University 1979 — 1981
BA, Computer Science/Business
Suzy Zhang Suzy Zhang's Morgan Stanley Experience September 2015 - Present
Job Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley September 2015 - Present
GroupM July 2014 - July 2015
Alzheimer’s Association, NYC Chapter March 2014 - June 2014
Nassau County Executive June 2013 - September 2013
Talon Air, Inc. September 2012 - December 2012
Skills
QuickBooks, SAP, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Budgets, Analysis, Financial Reporting, Auditing, Financial Accounting, Journal Entries, GAAP, Internal Controls, Accounting, Financial Analysis, Financial Statements
Education
Hofstra University 2012 — 2013
Master's degree, Accounting
Morgan Stanley September 2015 - Present
GroupM July 2014 - July 2015
Alzheimer’s Association, NYC Chapter March 2014 - June 2014
Nassau County Executive June 2013 - September 2013
Talon Air, Inc. September 2012 - December 2012
Skills
QuickBooks, SAP, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Budgets, Analysis, Financial Reporting, Auditing, Financial Accounting, Journal Entries, GAAP, Internal Controls, Accounting, Financial Analysis, Financial Statements
Education
Hofstra University 2012 — 2013
Master's degree, Accounting
Brian Parsons's Morgan Stanley Experience May 2011 - Present
Job Manager of Corporate Services
Industry Facilities Services
Experience
Morgan Stanley May 2011 - Present
Pitney Bowes April 2004 - October 2010
Merrill Corporation March 1994 - April 2004
Pitney Bowes Management Services July 1992 - March 1994
Skills
Process Improvement, Team Building, Facilities Management, Management, Leadership, Customer Satisfaction, Access, Training, Purchasing, Coaching, Analysis, CRM, Customer Service, Operations Management, Project Management
Education
Houston Community College 1988 — 1990
Cy-Fair High School 1982 — 1986
Morgan Stanley May 2011 - Present
Pitney Bowes April 2004 - October 2010
Merrill Corporation March 1994 - April 2004
Pitney Bowes Management Services July 1992 - March 1994
Skills
Process Improvement, Team Building, Facilities Management, Management, Leadership, Customer Satisfaction, Access, Training, Purchasing, Coaching, Analysis, CRM, Customer Service, Operations Management, Project Management
Education
Houston Community College 1988 — 1990
Cy-Fair High School 1982 — 1986
Ashley Daughtry Ashley Daughtry's Morgan Stanley Experience June 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Entertainment Consulting Interntional October 2012 - June 2014
Maryland Attorney General, Consumer Protection Division January 2012 - May 2012
Maryland Athletic Club (MAC) September 2008 - January 2011
Milani Construction LLC May 2009 - September 2009
Seneca Elementary January 2008 - June 2008
Skills
Microsoft Office, Critical Thinking, Time Management, Document Preparation, Statistical Data...
Education
University of Baltimore 2012 — 2014
Bachelor of Arts (BA), Governement and Public Policy
Howard Community College 2010 — 2012
Political Science
Morgan Stanley June 2014 - Present
Entertainment Consulting Interntional October 2012 - June 2014
Maryland Attorney General, Consumer Protection Division January 2012 - May 2012
Maryland Athletic Club (MAC) September 2008 - January 2011
Milani Construction LLC May 2009 - September 2009
Seneca Elementary January 2008 - June 2008
Skills
Microsoft Office, Critical Thinking, Time Management, Document Preparation, Statistical Data...
Education
University of Baltimore 2012 — 2014
Bachelor of Arts (BA), Governement and Public Policy
Howard Community College 2010 — 2012
Political Science
Heather A. Motyka Heather A. Motyka's Morgan Stanley Experience September 1985 - December 2007
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
MassMutual Financial Group December 2007 - June 2013
Morgan Stanley September 1985 - December 2007
Skills
Financial Services, Series 7, Series 63, Management, Retirement Planning, Investments, Financial Advisory, 401k, Retirement, Asset Allocation, Mutual Funds, Securities
Education
Holyoke Community College
Business Administration
Merrill Lynch May 2014 - Present
MassMutual Financial Group December 2007 - June 2013
Morgan Stanley September 1985 - December 2007
Skills
Financial Services, Series 7, Series 63, Management, Retirement Planning, Investments, Financial Advisory, 401k, Retirement, Asset Allocation, Mutual Funds, Securities
Education
Holyoke Community College
Business Administration
Karyn Knowles Hodge Karyn Knowles Hodge's Morgan Stanley Experience May 2006 - January 2008
Job Project Management Consultant Technology, Finance, Construction, Interiors & Design
Industry Management Consulting
Experience
DELL MARKETING LTD June 2014 - Present
Nyrak Consulting Inc. January 1994 - Present
U.S. House of Representatives / U.S. Capitol Police December 2010 - May 2014
Amtrak November 2009 - December 2010
Obvese Consulting Inc. March 2008 - September 2009
Morgan Stanley May 2006 - January 2008
Foreign Exchange Alliance (FXALL) April 2004 - May 2006
Securities Industry Automation Corporation (SIAC) October 2001 - January 2003
Goldman Sachs June 1999 - July 2001
JPMorgan Chase April 1996 - May 1999
Skills
Training, Six Sigma, Business Strategy, Strategy, Strategic Planning, Project Management, Quality Assurance, Management Consulting, Business Process..., Program Management, Change Management
Education
Pratt Institute
Master's degree, Interior Architecture & Design
The Polytechnic Institute of New York University
Master of Science (MS), Computer Science, Specialized Journalism
NYU School of Continuing Education
Certificate, Sports & Entertainment Marketing
Hofstra University
Certificate, International Finance
State University of New York College at Old Westbury
Bachelor of Arts (B.A.), Broadcast Journalism, American Studies
DELL MARKETING LTD June 2014 - Present
Nyrak Consulting Inc. January 1994 - Present
U.S. House of Representatives / U.S. Capitol Police December 2010 - May 2014
Amtrak November 2009 - December 2010
Obvese Consulting Inc. March 2008 - September 2009
Morgan Stanley May 2006 - January 2008
Foreign Exchange Alliance (FXALL) April 2004 - May 2006
Securities Industry Automation Corporation (SIAC) October 2001 - January 2003
Goldman Sachs June 1999 - July 2001
JPMorgan Chase April 1996 - May 1999
Skills
Training, Six Sigma, Business Strategy, Strategy, Strategic Planning, Project Management, Quality Assurance, Management Consulting, Business Process..., Program Management, Change Management
Education
Pratt Institute
Master's degree, Interior Architecture & Design
The Polytechnic Institute of New York University
Master of Science (MS), Computer Science, Specialized Journalism
NYU School of Continuing Education
Certificate, Sports & Entertainment Marketing
Hofstra University
Certificate, International Finance
State University of New York College at Old Westbury
Bachelor of Arts (B.A.), Broadcast Journalism, American Studies
Tom Landhauser, CFA Tom Landhauser, CFA's Morgan Stanley Experience November 2000 - December 2001
Job Portfolio Consultant OppenheimerFunds Inc.
Industry Financial Services
Experience
OppenheimerFunds March 2014 - Present
OppenheimerFunds February 2007 - March 2014
OppenheimerFunds April 2005 - February 2007
Bank of America August 2002 - April 2005
Morgan Stanley November 2000 - December 2001
Skills
Series 7
Education
Hofstra University
Bachelor, Business Administration; Finance
OppenheimerFunds March 2014 - Present
OppenheimerFunds February 2007 - March 2014
OppenheimerFunds April 2005 - February 2007
Bank of America August 2002 - April 2005
Morgan Stanley November 2000 - December 2001
Skills
Series 7
Education
Hofstra University
Bachelor, Business Administration; Finance
Takae Sakuma Takae Sakuma's Morgan Stanley Experience December 2007 - July 2012
Job Real Estate/Finance Professional
Industry Financial Services
Experience
Morgan Stanley December 2007 - July 2012
Morgan Stanley December 2006 - November 2007
J.P. Morgan October 2004 - December 2006
J.P. Morgan April 2002 - October 2004
J.P.Morgan September 2000 - April 2002
Skills
Asset Managment, Real Estate Economics, Investments, Equities, Fixed Income, Due Diligence, Asset Management, Real Estate, Finance, Investment Properties, Equity Capital Markets, Equity Research, Valuation, Financial Modeling
Education
New York University 2009 — 2013
Master of Science, Real Estate
Hokkaido University
B.A., in Law
Morgan Stanley December 2007 - July 2012
Morgan Stanley December 2006 - November 2007
J.P. Morgan October 2004 - December 2006
J.P. Morgan April 2002 - October 2004
J.P.Morgan September 2000 - April 2002
Skills
Asset Managment, Real Estate Economics, Investments, Equities, Fixed Income, Due Diligence, Asset Management, Real Estate, Finance, Investment Properties, Equity Capital Markets, Equity Research, Valuation, Financial Modeling
Education
New York University 2009 — 2013
Master of Science, Real Estate
Hokkaido University
B.A., in Law
Mike Smeenge Mike Smeenge's Morgan Stanley Experience March 2008 - October 2008
Job Financial Advisor at Consumers Credit Union available through CUSO Financial Services LP
Industry Banking
Experience
Consumers Credit Union available through CUSO Financial Services LP April 2011 - Present
Macatawa Bank February 2009 - July 2011
Morgan Stanley March 2008 - October 2008
Woodmatic, LLC July 2004 - October 2007
Custom Doors & Trim, Inc June 1995 - July 2004
Skills
Investments, Banking, Retirement Planning, Loans, Credit Analysis, Finance, Marketing, Insurance, Consumer Lending, Sales Management, Financial Services, Management, Series 7, Credit, Sales
Education
Hope College
Bachelor of Arts, Business Administration
Consumers Credit Union available through CUSO Financial Services LP April 2011 - Present
Macatawa Bank February 2009 - July 2011
Morgan Stanley March 2008 - October 2008
Woodmatic, LLC July 2004 - October 2007
Custom Doors & Trim, Inc June 1995 - July 2004
Skills
Investments, Banking, Retirement Planning, Loans, Credit Analysis, Finance, Marketing, Insurance, Consumer Lending, Sales Management, Financial Services, Management, Series 7, Credit, Sales
Education
Hope College
Bachelor of Arts, Business Administration
Carl Cutler Carl Cutler's Morgan Stanley Experience August 2015 - Present
Job Reconciliation Operations Associate at Morgan Stanley
Industry Business Supplies and Equipment
Experience
Morgan Stanley August 2015 - Present
TEKsystems December 2012 - July 2015
Harris Teeter May 2008 - December 2012
Enterprise Rent-A-Car June 2011 - August 2011
Finish Line January 2007 - June 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Team-oriented, Customer Satisfaction, Access, Team Leadership, Public Speaking, Advertising, Time Management, Sales, Accounts Receivable, Marketing, Management, Customer Service, Teamwork
Education
Salisbury University - Perdue School of Business 2009 — 2011
BA, Business Management
Howard Community College 2007 — 2009
General Education
HHS 2004 — 2007
Morgan Stanley August 2015 - Present
TEKsystems December 2012 - July 2015
Harris Teeter May 2008 - December 2012
Enterprise Rent-A-Car June 2011 - August 2011
Finish Line January 2007 - June 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Team-oriented, Customer Satisfaction, Access, Team Leadership, Public Speaking, Advertising, Time Management, Sales, Accounts Receivable, Marketing, Management, Customer Service, Teamwork
Education
Salisbury University - Perdue School of Business 2009 — 2011
BA, Business Management
Howard Community College 2007 — 2009
General Education
HHS 2004 — 2007
Peter Mulbacher Peter Mulbacher's Morgan Stanley Experience February 2010 - December 2011
Job LPG Product Line Analyst at MOL Group
Industry Financial Services
Experience
MOL Group January 2013 - Present
MOL Group January 2012 - December 2012
Morgan Stanley February 2010 - December 2011
Daikin Europe NV September 2009 - December 2009
Skills
Financial Analysis, Finance, Process Improvement, Financial Controlling, Performance Reporting, Forecasting, Process Modeling, Performance Management
Education
University of Pécs 2010 — 2012
MSc, Management and Entrepreneurship
Szolnok University College 2006 — 2010
BSc, Finance and Accounting
Szolnok University College 2006 — 2010
BSc, International Business Economics
Buskerud University College (HiBu) 2009 — 2009
Business Administration and Management, General
MOL Group January 2013 - Present
MOL Group January 2012 - December 2012
Morgan Stanley February 2010 - December 2011
Daikin Europe NV September 2009 - December 2009
Skills
Financial Analysis, Finance, Process Improvement, Financial Controlling, Performance Reporting, Forecasting, Process Modeling, Performance Management
Education
University of Pécs 2010 — 2012
MSc, Management and Entrepreneurship
Szolnok University College 2006 — 2010
BSc, Finance and Accounting
Szolnok University College 2006 — 2010
BSc, International Business Economics
Buskerud University College (HiBu) 2009 — 2009
Business Administration and Management, General
Nick Visaggio, PMP, MS, CSM, CSSGB, CMQ/OE's Morgan Stanley Experience 1991 - 1994
Job Senior Program/Quality Manager Presidio
Industry Information Technology and Services
Experience
BlueWater Communications Group May 2010 - May 2011
PM Outliers, LTD. December 2008 - May 2010
Credit Suisse October 2007 - December 2008
Pfizer 1998 - 2007
BT INS 1996 - 2007
Predictive Systems Inc. 1996 - 2003
EDS 1994 - 1996
Morgan Stanley 1991 - 1994
Skills
Vendor Management, Program Management, Change Management, Strategic Planning, IT Asset Management, ITIL, Project Portfolio..., PMO, IT Strategy, SDLC, Project Management, Process Improvement, Process Engineering, IT Operations Management, Six Sigma, Integration, Business Analysis, Requirements Analysis, IT Management, Enterprise Architecture, Business Process..., Disaster Recovery, IT Service Management, Visio, Governance, Outsourcing, Management Consulting, Management, Project Delivery, Data Center, Information Technology, Software Project..., Consulting, IT Operations, Service Delivery, Cross-functional Team..., Business Process, PMP, Professional Services, Cisco Technologies, Solution Architecture, Agile Methodologies
Education
Hofstra University
MS
Saint John's University
BS
BlueWater Communications Group May 2010 - May 2011
PM Outliers, LTD. December 2008 - May 2010
Credit Suisse October 2007 - December 2008
Pfizer 1998 - 2007
BT INS 1996 - 2007
Predictive Systems Inc. 1996 - 2003
EDS 1994 - 1996
Morgan Stanley 1991 - 1994
Skills
Vendor Management, Program Management, Change Management, Strategic Planning, IT Asset Management, ITIL, Project Portfolio..., PMO, IT Strategy, SDLC, Project Management, Process Improvement, Process Engineering, IT Operations Management, Six Sigma, Integration, Business Analysis, Requirements Analysis, IT Management, Enterprise Architecture, Business Process..., Disaster Recovery, IT Service Management, Visio, Governance, Outsourcing, Management Consulting, Management, Project Delivery, Data Center, Information Technology, Software Project..., Consulting, IT Operations, Service Delivery, Cross-functional Team..., Business Process, PMP, Professional Services, Cisco Technologies, Solution Architecture, Agile Methodologies
Education
Hofstra University
MS
Saint John's University
BS
Arlington Duncan, CPSM, CPIM, PMP Arlington Duncan, CPSM, CPIM, PMP's Morgan Stanley Experience May 2006 - August 2006
Job Senior Operations Manager at GE Oil & Gas
Industry Oil & Energy
Experience
GE Oil & Gas January 2015 - Present
FMC Technologies April 2013 - January 2015
FMC Technologies February 2011 - April 2013
FMC Technologies July 2010 - February 2011
FMC Technologies January 2010 - July 2010
FMC Technologies June 2009 - January 2010
Howard University August 2008 - May 2009
FMC Technologies May 2008 - August 2008
Department of Public Works January 2008 - May 2008
Morgan Stanley May 2006 - August 2006
Skills
PMI PMP, FAA Airframe &..., FAA Certified Flight..., PMP, Cross-functional Team..., Strategy, Project Management, Procurement, Strategic Sourcing, Analysis, Project Planning, CFI, Contract Management, SharePoint, Global Sourcing, Lean Manufacturing,..., Leadership, Business Process, Quality Assurance, Lean Manufacturing, Management, Process Improvement, Strategic Planning
Education
Howard University 2007 — 2009
Masters, Business Administration, Supply Chain Management & Finance
Howard University 2003 — 2007
B.S, Electrical Engineering
GE Oil & Gas January 2015 - Present
FMC Technologies April 2013 - January 2015
FMC Technologies February 2011 - April 2013
FMC Technologies July 2010 - February 2011
FMC Technologies January 2010 - July 2010
FMC Technologies June 2009 - January 2010
Howard University August 2008 - May 2009
FMC Technologies May 2008 - August 2008
Department of Public Works January 2008 - May 2008
Morgan Stanley May 2006 - August 2006
Skills
PMI PMP, FAA Airframe &..., FAA Certified Flight..., PMP, Cross-functional Team..., Strategy, Project Management, Procurement, Strategic Sourcing, Analysis, Project Planning, CFI, Contract Management, SharePoint, Global Sourcing, Lean Manufacturing,..., Leadership, Business Process, Quality Assurance, Lean Manufacturing, Management, Process Improvement, Strategic Planning
Education
Howard University 2007 — 2009
Masters, Business Administration, Supply Chain Management & Finance
Howard University 2003 — 2007
B.S, Electrical Engineering
Eric Horowitz's Morgan Stanley Experience August 2015 - Present
Job Resident Financial Advisor Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
College Park Tennis Club (CPTC) March 2012 - Present
Howard County Chamber of Commerce November 2009 - February 2010
Skills
Work Ethic, Passion for Helping..., Passion for Success, Passionate about work, Passion for Quality, Dependable Team Player, Positive Team Player, Teamwork, Assertiveness, Business, Entrepreneurship, Teaching, Sports Coaching, Tennis, Presentations, Public Speaking, Oral & Written..., Marketing Communications, Social Media Marketing, Branding & Identity, Brand Development, Sales, Research, Public Relations, Technology, Digital Strategy, PowerPoint, Microsoft Word, Microsoft Excel, Energy Efficiency
Education
University of Maryland College Park 2011 — 2014
Bachelor of Arts (B.A.), Communication, General
Howard Community College 2009 — 2011
Morgan Stanley August 2015 - Present
College Park Tennis Club (CPTC) March 2012 - Present
Howard County Chamber of Commerce November 2009 - February 2010
Skills
Work Ethic, Passion for Helping..., Passion for Success, Passionate about work, Passion for Quality, Dependable Team Player, Positive Team Player, Teamwork, Assertiveness, Business, Entrepreneurship, Teaching, Sports Coaching, Tennis, Presentations, Public Speaking, Oral & Written..., Marketing Communications, Social Media Marketing, Branding & Identity, Brand Development, Sales, Research, Public Relations, Technology, Digital Strategy, PowerPoint, Microsoft Word, Microsoft Excel, Energy Efficiency
Education
University of Maryland College Park 2011 — 2014
Bachelor of Arts (B.A.), Communication, General
Howard Community College 2009 — 2011
Amy Driver Amy Driver's Morgan Stanley Experience May 1997 - December 2003
Job Senior Administrative Assn't, Kunhardt Financial & Ins., Strategies
Industry Financial Services
Experience
Kunhardt Financial & Ins., Strategies November 2010 - Present
New Channel 22 WWLP August 2003 - December 2004
Morgan Stanley May 1997 - December 2003
Skills
Mutual Funds, Insurance, Sales, Life Insurance, Investments, Fixed Annuities, Customer Service, Securities, Account Management, Financial Services
Education
Holyoke Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
Kunhardt Financial & Ins., Strategies November 2010 - Present
New Channel 22 WWLP August 2003 - December 2004
Morgan Stanley May 1997 - December 2003
Skills
Mutual Funds, Insurance, Sales, Life Insurance, Investments, Fixed Annuities, Customer Service, Securities, Account Management, Financial Services
Education
Holyoke Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
Robert Lepecki 860-528-5555's Morgan Stanley Experience September 1999 - April 2003
Job Business Development Manager at OEM America
Industry Human Resources
Experience
OEM America September 2014 - Present
Paychex February 2014 - September 2014
Ledgent, Accounting & Finance division of Roth Staffing June 2012 - January 2014
Kforce September 2007 - June 2012
Robert Half International August 2005 - September 2007
MassMutual Financial Group April 2003 - August 2005
Morgan Stanley September 1999 - April 2003
Skills
Human Resources, Employee Benefits, Payroll & Tax..., Recruiting, Leadership, Strategic Planning, Strategic Partnerships, Sales, New Business Development, Networking, Team Building, Cold Calling, CRM
Education
Western New England University 1994 — 1996
BSBA, Accounting and Finance
Holyoke Community College 1992 — 1994
ASBA, Accounting and Finance
OEM America September 2014 - Present
Paychex February 2014 - September 2014
Ledgent, Accounting & Finance division of Roth Staffing June 2012 - January 2014
Kforce September 2007 - June 2012
Robert Half International August 2005 - September 2007
MassMutual Financial Group April 2003 - August 2005
Morgan Stanley September 1999 - April 2003
Skills
Human Resources, Employee Benefits, Payroll & Tax..., Recruiting, Leadership, Strategic Planning, Strategic Partnerships, Sales, New Business Development, Networking, Team Building, Cold Calling, CRM
Education
Western New England University 1994 — 1996
BSBA, Accounting and Finance
Holyoke Community College 1992 — 1994
ASBA, Accounting and Finance
Peter B. Lee's Morgan Stanley Experience October 2013 - Present
Job Bank of America Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley October 2013 - Present
American Red Cross September 2011 - February 2013
StayWell Safety Solutions, a MediMedia Company November 2007 - 2011
American Red Cross May 2005 - November 2007
OneSource Information Services January 2001 - August 2003
SageMaker Inc. July 2000 - January 2001
Reuters America January 1994 - June 2000
Skills
Salesforce.com, Siebel, Sales Process, Strategic Partnerships, Change Management, CRM, Program Management, Training, Team Building, Business Intelligence, Integration, Team Management, Business Process, Fundraising, Solution Selling, Strategic Planning, Relationship Management, Vendor Management, Customer Service, Business Development, Leadership, Sales, Sales Operations, Start-ups
Education
Hofstra University 1990 — 1992
BBA, Marketing
University of Connecticut 1988 — 1990
Nichols College
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley October 2013 - Present
American Red Cross September 2011 - February 2013
StayWell Safety Solutions, a MediMedia Company November 2007 - 2011
American Red Cross May 2005 - November 2007
OneSource Information Services January 2001 - August 2003
SageMaker Inc. July 2000 - January 2001
Reuters America January 1994 - June 2000
Skills
Salesforce.com, Siebel, Sales Process, Strategic Partnerships, Change Management, CRM, Program Management, Training, Team Building, Business Intelligence, Integration, Team Management, Business Process, Fundraising, Solution Selling, Strategic Planning, Relationship Management, Vendor Management, Customer Service, Business Development, Leadership, Sales, Sales Operations, Start-ups
Education
Hofstra University 1990 — 1992
BBA, Marketing
University of Connecticut 1988 — 1990
Nichols College
Josh Wheeler, CFA Josh Wheeler, CFA's Morgan Stanley Experience May 2010 - March 2012
Job Equity Research Analyst at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust March 2012 - Present
Morgan Stanley May 2010 - March 2012
St. Charles Capital August 2009 - April 2010
The Boston Company June 2008 - August 2008
Vectra Bank Colorado March 2003 - July 2007
AIG American General March 2002 - October 2002
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Entreprenuership
Hope College 1996 — 2000
BA, Economics
Greenleaf Trust March 2012 - Present
Morgan Stanley May 2010 - March 2012
St. Charles Capital August 2009 - April 2010
The Boston Company June 2008 - August 2008
Vectra Bank Colorado March 2003 - July 2007
AIG American General March 2002 - October 2002
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Entreprenuership
Hope College 1996 — 2000
BA, Economics
Aidan Considine Aidan Considine's Morgan Stanley Experience August 2013 - June 2014
Job Treasury Trader at Credit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB June 2014 - Present
Morgan Stanley August 2013 - June 2014
Strategic Wealth Management Group, LLC May 2011 - August 2011
KOUMON LEARNING CENTER January 2011 - May 2011
COLUMBIA AQUATICS ASSOCIATION May 2006 - August 2010
Skills
Business, Microsoft Office, HTML, Email, Morningstar, Laser Scanning, Stata, Finance, Economics, Trade Finance, Fixed Income Analysis, Fixed Income trade/..., Corporate Finance, PowerPoint, Bloomberg Terminal, Fixed Income, Microsoft Word, Valuation, Financial Modeling, Financial Analysis, Trading, Bloomberg, Risk Management, Financial Reporting, Quantitative Analytics, Bonds, Financial Accounting, Research, Management
Education
University of Maryland College Park 2011 — 2013
Bachelor of Arts (B.A.) Economics, Economics and Business Finance
The American University of Rome 2012 — 2012
Howard Community College 2011 — 2011
Associate's degree, Business Administration and Management, General
University of Pittsburgh 2008 — 2011
Bachelor of Science (B.S.), Finance & Economics
DeMatha Catholic
Crédit Agricole CIB June 2014 - Present
Morgan Stanley August 2013 - June 2014
Strategic Wealth Management Group, LLC May 2011 - August 2011
KOUMON LEARNING CENTER January 2011 - May 2011
COLUMBIA AQUATICS ASSOCIATION May 2006 - August 2010
Skills
Business, Microsoft Office, HTML, Email, Morningstar, Laser Scanning, Stata, Finance, Economics, Trade Finance, Fixed Income Analysis, Fixed Income trade/..., Corporate Finance, PowerPoint, Bloomberg Terminal, Fixed Income, Microsoft Word, Valuation, Financial Modeling, Financial Analysis, Trading, Bloomberg, Risk Management, Financial Reporting, Quantitative Analytics, Bonds, Financial Accounting, Research, Management
Education
University of Maryland College Park 2011 — 2013
Bachelor of Arts (B.A.) Economics, Economics and Business Finance
The American University of Rome 2012 — 2012
Howard Community College 2011 — 2011
Associate's degree, Business Administration and Management, General
University of Pittsburgh 2008 — 2011
Bachelor of Science (B.S.), Finance & Economics
DeMatha Catholic
Jessica Colpani Jessica Colpani's Morgan Stanley Experience June 2010 - Present
Job Executive Assistant / Roadshow Coordinator at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2010 - Present
HSBC Securities January 2008 - May 2010
Deutsche Bank June 2005 - December 2007
Paychex January 2004 - June 2005
Skills
Event Planning, Event Management, Marketing, Sales
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Concentration in Marketing
Morgan Stanley June 2010 - Present
HSBC Securities January 2008 - May 2010
Deutsche Bank June 2005 - December 2007
Paychex January 2004 - June 2005
Skills
Event Planning, Event Management, Marketing, Sales
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Concentration in Marketing
Leah Dezio Leah Dezio's Morgan Stanley Experience April 2005 - April 2011
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2015 - Present
Mitsubishi UFJ Securities September 2014 - July 2015
Fidelity Investments April 2011 - September 2014
Morgan Stanley April 2005 - April 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Equities, Finance, Fixed Income, Financial Reporting, Bloomberg
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
BNP Paribas September 2015 - Present
Mitsubishi UFJ Securities September 2014 - July 2015
Fidelity Investments April 2011 - September 2014
Morgan Stanley April 2005 - April 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Equities, Finance, Fixed Income, Financial Reporting, Bloomberg
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
Joe Heaton Joe Heaton's Morgan Stanley Experience April 2012 - Present
Job Tax Director at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley April 2012 - Present
Various Companies July 2009 - April 2012
Albrecht, Viggiano, Zurich & Co December 2007 - June 2009
Jaeckle, Kearney & Lepselter, CPAs September 2005 - November 2007
Diesel January 2005 - August 2005
Skills
Tax, CPA, Tax Advisory, Tax Research, Corporate Tax, International Tax, Financial Analysis, Financial Statements, Financial Reporting, Hedge Funds, Partnerships, Tax Accounting, Trusts, Charitable Trusts, Charitable Gift Planning, Estate Tax Planning
Education
LIU Post
MS, Taxation
Hofstra University
BBA, Accounting
Morgan Stanley April 2012 - Present
Various Companies July 2009 - April 2012
Albrecht, Viggiano, Zurich & Co December 2007 - June 2009
Jaeckle, Kearney & Lepselter, CPAs September 2005 - November 2007
Diesel January 2005 - August 2005
Skills
Tax, CPA, Tax Advisory, Tax Research, Corporate Tax, International Tax, Financial Analysis, Financial Statements, Financial Reporting, Hedge Funds, Partnerships, Tax Accounting, Trusts, Charitable Trusts, Charitable Gift Planning, Estate Tax Planning
Education
LIU Post
MS, Taxation
Hofstra University
BBA, Accounting
Heather Coleman Heather Coleman's Morgan Stanley Experience October 2004 - June 2008
Job Consultant
Industry Program Development
Experience
Staples April 2015 - Present
Dunkin Donuts February 2015 - Present
Tax Preparation April 2010 - Present
Insurance Producer in SC March 2004 - Present
Quality Inn at Patriots Point April 2014 - February 2015
The Hinks Co., Inc October 2010 - July 2011
HP Software 1997 - 2011
Bistany'sOriental Rugs, Inc November 2009 - September 2010
AXA Advisors, LLC July 2008 - October 2009
Morgan Stanley October 2004 - June 2008
Skills
Computer Maintenance, Customer Retention, Customer Satisfaction, Series 7, Series 66, Series 63, Insurance, Research, Portfolio Management, Financial Planning, Asset Management, Investments, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Compliance, Business Planning, Estate Planning, Small Business, Customer Relations, Retirement, Strategic Planning, Asset Allocation, Funding, New Business Development, Management Consulting, Financial Management, Team Building, Fundraising, Business Strategy, Annuities, Strategy Development, Consultative Selling, Process Improvement, Financial Modeling, Investment Advisory, Forecasting, Problem Solving, Long Term Care, Customer Service, Team Leadership, Long Distance Running, Uniform Combined State..., Strategic Financial..., Asset Managment, Finance, Executive Management, Financial Reporting, Mergers
Education
Hollins University 1993 — 1997
B.A, Economics
Colorado College 1993 — 1993
Summer School and Wonderful Travels, Environmental Science
Staples April 2015 - Present
Dunkin Donuts February 2015 - Present
Tax Preparation April 2010 - Present
Insurance Producer in SC March 2004 - Present
Quality Inn at Patriots Point April 2014 - February 2015
The Hinks Co., Inc October 2010 - July 2011
HP Software 1997 - 2011
Bistany'sOriental Rugs, Inc November 2009 - September 2010
AXA Advisors, LLC July 2008 - October 2009
Morgan Stanley October 2004 - June 2008
Skills
Computer Maintenance, Customer Retention, Customer Satisfaction, Series 7, Series 66, Series 63, Insurance, Research, Portfolio Management, Financial Planning, Asset Management, Investments, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Compliance, Business Planning, Estate Planning, Small Business, Customer Relations, Retirement, Strategic Planning, Asset Allocation, Funding, New Business Development, Management Consulting, Financial Management, Team Building, Fundraising, Business Strategy, Annuities, Strategy Development, Consultative Selling, Process Improvement, Financial Modeling, Investment Advisory, Forecasting, Problem Solving, Long Term Care, Customer Service, Team Leadership, Long Distance Running, Uniform Combined State..., Strategic Financial..., Asset Managment, Finance, Executive Management, Financial Reporting, Mergers
Education
Hollins University 1993 — 1997
B.A, Economics
Colorado College 1993 — 1993
Summer School and Wonderful Travels, Environmental Science
Patricia Kubler Patricia Kubler's Morgan Stanley Experience June 2007 - June 2008
Job Activation Team Lead at DIVURGENT
Industry Information Technology and Services
Experience
DIVURGENT February 2013 - Present
Nomura Securities December 2009 - August 2011
Morgan Stanley June 2007 - June 2008
Lehman Brothers May 2004 - June 2006
Lehman Brothers 1993 - 2000
American Management Systems 1991 - 1993
Skills
DB2, Prime Brokerage, SDLC, Requirements Analysis, Risk Management, Securities, Trading, Back Office, Fixed Income, Financial Services, Sybase, Management, Databases, Settlement, Investment Banking, Business Analysis, Trading Systems, Middle Office, Consulting, IT Strategy
Education
Hofstra University
BBA, Business Computer Information Systems
Suffolk County Community College
Health IT Training Program
DIVURGENT February 2013 - Present
Nomura Securities December 2009 - August 2011
Morgan Stanley June 2007 - June 2008
Lehman Brothers May 2004 - June 2006
Lehman Brothers 1993 - 2000
American Management Systems 1991 - 1993
Skills
DB2, Prime Brokerage, SDLC, Requirements Analysis, Risk Management, Securities, Trading, Back Office, Fixed Income, Financial Services, Sybase, Management, Databases, Settlement, Investment Banking, Business Analysis, Trading Systems, Middle Office, Consulting, IT Strategy
Education
Hofstra University
BBA, Business Computer Information Systems
Suffolk County Community College
Health IT Training Program
Tonia Bellamy Tonia Bellamy's Morgan Stanley Experience March 2011 - August 2011
Job Program Manager, Life Sciences/Healthcare
Industry Pharmaceuticals
Experience
Princeton Information @ Express Scripts March 2014 - Present
Carter McKenzie Select October 2011 - February 2014
Morgan Stanley March 2011 - August 2011
Pfizer September 2009 - November 2010
UBS November 2006 - May 2009
Skills
Vendor Management, Project Management, Change Management, Program Management, Process Improvement, MS Project, Business Analysis, PMP, Project Planning, Project Portfolio..., PMO, Software Documentation, SDLC, Project Delivery, Management, Resource Management, Requirements Analysis, Business Process, Strategy
Education
Hofstra University
B.B.A, Business Management
Princeton Information @ Express Scripts March 2014 - Present
Carter McKenzie Select October 2011 - February 2014
Morgan Stanley March 2011 - August 2011
Pfizer September 2009 - November 2010
UBS November 2006 - May 2009
Skills
Vendor Management, Project Management, Change Management, Program Management, Process Improvement, MS Project, Business Analysis, PMP, Project Planning, Project Portfolio..., PMO, Software Documentation, SDLC, Project Delivery, Management, Resource Management, Requirements Analysis, Business Process, Strategy
Education
Hofstra University
B.B.A, Business Management
Janette Leyden Janette Leyden's Morgan Stanley Experience October 2000 - April 2004
Job Forward
Industry Investment Management
Experience
Forward April 2014 - Present
RS Investments April 2005 - April 2014
Morgan Stanley October 2000 - April 2004
Skills
Mutual Funds
Education
Hofstra University
Bachelor of Arts (B.A.), Banking and Finance
Forward April 2014 - Present
RS Investments April 2005 - April 2014
Morgan Stanley October 2000 - April 2004
Skills
Mutual Funds
Education
Hofstra University
Bachelor of Arts (B.A.), Banking and Finance
Lucy Dixon Lucy Dixon's Morgan Stanley Experience July 2006 - April 2012
Job Vice President/ Sr Manager Commercial Loans Operations at Capital One Bank
Industry Banking
Experience
Capital One February 2012 - Present
Morgan Stanley July 2006 - April 2012
Goldman Sachs October 2000 - July 2006
Skills
Derivatives, Equities, Leadership, Loans, Financial Services, Capital Markets, Fixed Income, Investment Banking, Management
Education
Hofstra University 2004 — 2008
Bachelor of Science (BS), Professional Studies and Public Affairs
Business Process Management Certification 2013 — 2013
Six Sigma Yellow Belt Certified
Capital One February 2012 - Present
Morgan Stanley July 2006 - April 2012
Goldman Sachs October 2000 - July 2006
Skills
Derivatives, Equities, Leadership, Loans, Financial Services, Capital Markets, Fixed Income, Investment Banking, Management
Education
Hofstra University 2004 — 2008
Bachelor of Science (BS), Professional Studies and Public Affairs
Business Process Management Certification 2013 — 2013
Six Sigma Yellow Belt Certified
Liane Cole Liane Cole's Morgan Stanley Experience December 2013 - May 2014
Job Manager, Training Implementation at Bloomin' Brands
Industry Restaurants
Experience
Bloomin' Brands, Inc. June 2014 - Present
Morgan Stanley December 2013 - May 2014
Morgan Stanley June 2012 - November 2013
Morgan Stanley Smith Barney June 2009 - May 2012
Citi Global Wealth Management July 2004 - June 2009
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Organizational..., Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Organizational..., Recruiting, Human Resources, Talent Acquisition, Organizational Design, HRIS, Change Management, Applicant Tracking..., Workforce Planning, PeopleSoft, Employee Benefits
Education
New York University 2012 — 2013
Certificate in Coaching
Hofstra University 2003 — 2005
MA, I/O Psychology
Penn State University 1999 — 2003
BS, Psychology
Bloomin' Brands, Inc. June 2014 - Present
Morgan Stanley December 2013 - May 2014
Morgan Stanley June 2012 - November 2013
Morgan Stanley Smith Barney June 2009 - May 2012
Citi Global Wealth Management July 2004 - June 2009
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Organizational..., Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Organizational..., Recruiting, Human Resources, Talent Acquisition, Organizational Design, HRIS, Change Management, Applicant Tracking..., Workforce Planning, PeopleSoft, Employee Benefits
Education
New York University 2012 — 2013
Certificate in Coaching
Hofstra University 2003 — 2005
MA, I/O Psychology
Penn State University 1999 — 2003
BS, Psychology
Bill Claus's Morgan Stanley Experience August 2007 - December 2008
Job CoManaging Partner & CEO at Link Capital
Industry Investment Banking
Experience
Link Capital June 2014 - Present
Barclays Capital July 2010 - June 2014
Illinois Finance Authority February 2009 - September 2010
Morgan Stanley August 2007 - December 2008
Ziegler Capital Markets Group May 2002 - August 2007
Skills
Financial Modeling, Investment Strategies, Investment Banking, Credit Analysis, Capital Markets, Bonds, Derivatives, Valuation, Due Diligence, Equities, Asset Management, Structured Finance, Securities, Loans, Portfolio Management, Financial Structuring, Fixed Income
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Analytical Finance
Hope College 1998 — 2002
Bachelor's Degree, Triple Major - Economics, Business Administration & French
Link Capital June 2014 - Present
Barclays Capital July 2010 - June 2014
Illinois Finance Authority February 2009 - September 2010
Morgan Stanley August 2007 - December 2008
Ziegler Capital Markets Group May 2002 - August 2007
Skills
Financial Modeling, Investment Strategies, Investment Banking, Credit Analysis, Capital Markets, Bonds, Derivatives, Valuation, Due Diligence, Equities, Asset Management, Structured Finance, Securities, Loans, Portfolio Management, Financial Structuring, Fixed Income
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Analytical Finance
Hope College 1998 — 2002
Bachelor's Degree, Triple Major - Economics, Business Administration & French
Elsa Rodriguez's Morgan Stanley Experience November 1999 - March 2004
Job Tax Accountant at KBR, Inc.
Industry Construction
Experience
KBR, Inc. December 2014 - Present
KBR, Inc. June 2006 - August 2015
KBR, Inc. 2006 - 2007
Houston Livestock Show and Rodeo February 2006 - June 2006
Morgan Stanley November 1999 - March 2004
Skills
Invoicing, Administrative..., Human Resources, Process Scheduler, Budgets, Spreadsheets, Data Entry, Administration, Accounts Payable, Supervisory Skills, Accounts Receivable, Outlook, Account Reconciliation, Software Documentation, Job Costing, Contract Management, Office Management, Subcontracting, Microsoft Office, Procurement, Payroll, Travel Planning, Marketing, Purchase Orders, Timesheet, Bookkeeping, Contractors, Interviews, Office Administration, Purchasing, Smeadlink, Spanish-speaking, Catering, Corporate Events, Event Planning, Consultants, Food & Beverage, Internal Audit, Networking, Volunteer Management, Sales Tax, Transaction Tax, Property Tax, Multi-state tax returns
Education
Houston Community College
KBR, Inc. December 2014 - Present
KBR, Inc. June 2006 - August 2015
KBR, Inc. 2006 - 2007
Houston Livestock Show and Rodeo February 2006 - June 2006
Morgan Stanley November 1999 - March 2004
Skills
Invoicing, Administrative..., Human Resources, Process Scheduler, Budgets, Spreadsheets, Data Entry, Administration, Accounts Payable, Supervisory Skills, Accounts Receivable, Outlook, Account Reconciliation, Software Documentation, Job Costing, Contract Management, Office Management, Subcontracting, Microsoft Office, Procurement, Payroll, Travel Planning, Marketing, Purchase Orders, Timesheet, Bookkeeping, Contractors, Interviews, Office Administration, Purchasing, Smeadlink, Spanish-speaking, Catering, Corporate Events, Event Planning, Consultants, Food & Beverage, Internal Audit, Networking, Volunteer Management, Sales Tax, Transaction Tax, Property Tax, Multi-state tax returns
Education
Houston Community College
Thomas Interlicchio's Morgan Stanley Experience April 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Citigroup June 2010 - April 2011
Skills
Investments, Research, Capital Markets, Finance, Equities, Financial Modeling, Microsoft Excel, Trading, PowerPoint, Series 7, Microsoft Word, Fixed Income, Corporate Finance, Portfolio Management, Bonds, Wealth Management, Alternative Investments, Series 66
Education
Frank G. Zarb School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Hofstra University 2006 — 2010
BBA, Finance
Morgan Stanley April 2011 - Present
Citigroup June 2010 - April 2011
Skills
Investments, Research, Capital Markets, Finance, Equities, Financial Modeling, Microsoft Excel, Trading, PowerPoint, Series 7, Microsoft Word, Fixed Income, Corporate Finance, Portfolio Management, Bonds, Wealth Management, Alternative Investments, Series 66
Education
Frank G. Zarb School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Hofstra University 2006 — 2010
BBA, Finance
Vincent Iadevaia Vincent Iadevaia's Morgan Stanley Experience January 2005 - October 2005
Job Senior Premium Auditor at AIG
Industry Insurance
Experience
AIG February 2006 - Present
Morgan Stanley January 2005 - October 2005
Skills
Communication, Auditing, Accounting, Building Relationships, Relationship Management, Reliability, Organizational..., Efficiency, Microsoft Excel, Microsoft Office, Brand Management, Customer Service, Financial Risk, Internal Communications, Project Management, Negotiation, Office Management, Quality Management, Risk Assessment, Vendor Management
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
AIG February 2006 - Present
Morgan Stanley January 2005 - October 2005
Skills
Communication, Auditing, Accounting, Building Relationships, Relationship Management, Reliability, Organizational..., Efficiency, Microsoft Excel, Microsoft Office, Brand Management, Customer Service, Financial Risk, Internal Communications, Project Management, Negotiation, Office Management, Quality Management, Risk Assessment, Vendor Management
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Jamie Rosenblit's Morgan Stanley Experience August 2011 - April 2015
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Morgan Stanley August 2011 - April 2015
Morgan Stanley March 2011 - August 2011
Morgan Stanley February 2010 - March 2011
Skills
Human Resources, Onboarding, PeopleSoft, Analytics, Interviews, Talent Acquisition, Sourcing, Applicant Tracking..., Recruiting, New Hire Orientations, Employee Relations
Education
Hofstra University 2006 — 2009
BBA, Management
The George Washington University 2005 — 2005
Business Administration
Goldman Sachs April 2015 - Present
Morgan Stanley August 2011 - April 2015
Morgan Stanley March 2011 - August 2011
Morgan Stanley February 2010 - March 2011
Skills
Human Resources, Onboarding, PeopleSoft, Analytics, Interviews, Talent Acquisition, Sourcing, Applicant Tracking..., Recruiting, New Hire Orientations, Employee Relations
Education
Hofstra University 2006 — 2009
BBA, Management
The George Washington University 2005 — 2005
Business Administration
Peter Tonno Peter Tonno's Morgan Stanley Experience 2007 - 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - 2015
Berkeley Systems Group, Inc. 1993 - 2007
Skills
Financial Services, Risk Management, IT Strategy, PMO, Portfolio Management, Business Analysis, Vendor Management, Equities, Fixed Income, Asset Management, SDLC, Trading Systems, Capital Markets, Back Office, Enterprise Architecture, Investment Banking, Data Warehousing, IT Management, Requirements Analysis, Business Requirements, Program Management, Project Management, Software Project...
Education
Hofstra University 1982 — 1985
Bachelor of Science (B.S.), Computer Science
Morgan Stanley 2007 - 2015
Berkeley Systems Group, Inc. 1993 - 2007
Skills
Financial Services, Risk Management, IT Strategy, PMO, Portfolio Management, Business Analysis, Vendor Management, Equities, Fixed Income, Asset Management, SDLC, Trading Systems, Capital Markets, Back Office, Enterprise Architecture, Investment Banking, Data Warehousing, IT Management, Requirements Analysis, Business Requirements, Program Management, Project Management, Software Project...
Education
Hofstra University 1982 — 1985
Bachelor of Science (B.S.), Computer Science
Robert Gawlik Robert Gawlik's Morgan Stanley Experience July 2011 - February 2015
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Morgan Stanley July 2011 - February 2015
Wells Fargo Advisors December 2005 - July 2011
Dreyfus May 1999 - December 2005
John Hancock Financial Services September 1994 - January 1999
Skills
Capital Markets, Auditing, Coaching, Management, Securities
Education
Hofstra University 1990 — 1994
BBA, Banking and Finance
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Morgan Stanley July 2011 - February 2015
Wells Fargo Advisors December 2005 - July 2011
Dreyfus May 1999 - December 2005
John Hancock Financial Services September 1994 - January 1999
Skills
Capital Markets, Auditing, Coaching, Management, Securities
Education
Hofstra University 1990 — 1994
BBA, Banking and Finance
Jonathan Scheriff's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Barclays February 2013 - August 2014
Barclays Capital June 2009 - February 2013
J.J. Burns & Company LLC October 2007 - June 2009
American Home Mortgage April 2007 - August 2007
Skills
Derivatives, Financial Modeling, Investment Banking, Fixed Income, Credit Risk, Valuation, Corporate Finance, Equities, Capital Markets, Credit Analysis, Counterparty Risk, Series 7, Loans, Risk Management, Finance
Education
Hofstra University 2005 — 2009
Bachelor of Business Administration in Finance, Finance, Economics
Morgan Stanley August 2014 - Present
Barclays February 2013 - August 2014
Barclays Capital June 2009 - February 2013
J.J. Burns & Company LLC October 2007 - June 2009
American Home Mortgage April 2007 - August 2007
Skills
Derivatives, Financial Modeling, Investment Banking, Fixed Income, Credit Risk, Valuation, Corporate Finance, Equities, Capital Markets, Credit Analysis, Counterparty Risk, Series 7, Loans, Risk Management, Finance
Education
Hofstra University 2005 — 2009
Bachelor of Business Administration in Finance, Finance, Economics
Jesse Cassell, MBA Jesse Cassell, MBA's Morgan Stanley Experience 2007 - 2008
Job Financial Reporting (Internal Client ) at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2015 - Present
Scholastic Media 2012 - March 2015
Citi 2010 - 2011
BNY Mellon 2009 - 2010
BNY Mellon 2008 - 2009
Morgan Stanley 2007 - 2008
Skills
Financial Reporting, Corporate Finance, Team Leadership, Finance, Management, Mergers & Acquisitions, Financial Modeling
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Corporate Finance & Investment banking
Hofstra University 2003 — 2007
B.B.A, Finance
Barclays Investment Bank March 2015 - Present
Scholastic Media 2012 - March 2015
Citi 2010 - 2011
BNY Mellon 2009 - 2010
BNY Mellon 2008 - 2009
Morgan Stanley 2007 - 2008
Skills
Financial Reporting, Corporate Finance, Team Leadership, Finance, Management, Mergers & Acquisitions, Financial Modeling
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Corporate Finance & Investment banking
Hofstra University 2003 — 2007
B.B.A, Finance
Scott Cuykendall Scott Cuykendall's Morgan Stanley Experience 1996 - 1997
Job Regional Sales Manager at TDA Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2006 - Present
RBC Bank 2002 - 2006
Morgan Stanley 1996 - 1997
Skills
Series 7, Series 63, Wealth Management, Sales Management, Investments, Consultative Selling, Coaching, Financial Planning, Team Building, Hiring, Mutual Funds, Leadership Development, Securities, Investment Advisory, Series 24, Series 52, Change Management, Strategic Financial..., FINRA, Retirement Planning, Leadership, Financial Services, Recruiting, Risk Management, Financial Advisory, Uniform Combined State..., Sales, Selling, Insurance, Life Insurance, Management, Asset Allocation, Relationship Management, Series 65, 401k, Retirement, ETFs, Investment Strategies, IRAs, Portfolio Management, Bonds, Separately Managed..., Series 6
Education
Mount Vernon Nazarene University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing & Sports Management
Houghton College
TD Ameritrade September 2006 - Present
RBC Bank 2002 - 2006
Morgan Stanley 1996 - 1997
Skills
Series 7, Series 63, Wealth Management, Sales Management, Investments, Consultative Selling, Coaching, Financial Planning, Team Building, Hiring, Mutual Funds, Leadership Development, Securities, Investment Advisory, Series 24, Series 52, Change Management, Strategic Financial..., FINRA, Retirement Planning, Leadership, Financial Services, Recruiting, Risk Management, Financial Advisory, Uniform Combined State..., Sales, Selling, Insurance, Life Insurance, Management, Asset Allocation, Relationship Management, Series 65, 401k, Retirement, ETFs, Investment Strategies, IRAs, Portfolio Management, Bonds, Separately Managed..., Series 6
Education
Mount Vernon Nazarene University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing & Sports Management
Houghton College
Roger Fay Jr Roger Fay Jr's Morgan Stanley Experience October 1999 - October 2002
Job Selfemployed trader
Industry Financial Services
Experience
JPMorgan Chase (Chase Investment Services Corp) May 2007 - August 2010
Vista Research a Standard & Poor's Company September 2006 - March 2007
ACNielsen December 2004 - September 2006
E*TRADE Financial August 2002 - March 2003
Fleet Bank October 2001 - November 2002
Morgan Stanley October 1999 - October 2002
Dreyfus August 1998 - September 1999
Duke & Company January 1995 - September 1997
Education
Hofstra University 1997 — 1999
Bachelors of Business Administration
Nassau Community College 1990 — 1996
Associate of Arts
JPMorgan Chase (Chase Investment Services Corp) May 2007 - August 2010
Vista Research a Standard & Poor's Company September 2006 - March 2007
ACNielsen December 2004 - September 2006
E*TRADE Financial August 2002 - March 2003
Fleet Bank October 2001 - November 2002
Morgan Stanley October 1999 - October 2002
Dreyfus August 1998 - September 1999
Duke & Company January 1995 - September 1997
Education
Hofstra University 1997 — 1999
Bachelors of Business Administration
Nassau Community College 1990 — 1996
Associate of Arts
Robert Sen Robert Sen's Morgan Stanley Experience November 2009 - June 2014
Job
Industry Financial Services
Experience
Morgan Stanley November 2009 - June 2014
Barclays Corporate Banking September 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Management, Financial Analysis, Investments, Finance, Leadership
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley November 2009 - June 2014
Barclays Corporate Banking September 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Management, Financial Analysis, Investments, Finance, Leadership
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Turner Barringer's Morgan Stanley Experience August 1984 - July 1986
Job Creative Free Spirit
Industry Market Research
Experience
All Things Barringer March 1990 - Present
A.R. Weeks & Associates Industrial Real Estate June 1988 - February 1990
Kidder Peabody July 1986 - May 1988
Morgan Stanley August 1984 - July 1986
Skills
Social Media Marketing, Management, Entrepreneurship, Start-ups, Marketing Strategy, Business Strategy, Marketing, Social Media, Strategic Planning, New Business Development, Business Development, Online Advertising, Public Speaking, Online Marketing
Education
Hollins University 1980 — 1984
B.A. Art History, Art History/Studio
All Things Barringer March 1990 - Present
A.R. Weeks & Associates Industrial Real Estate June 1988 - February 1990
Kidder Peabody July 1986 - May 1988
Morgan Stanley August 1984 - July 1986
Skills
Social Media Marketing, Management, Entrepreneurship, Start-ups, Marketing Strategy, Business Strategy, Marketing, Social Media, Strategic Planning, New Business Development, Business Development, Online Advertising, Public Speaking, Online Marketing
Education
Hollins University 1980 — 1984
B.A. Art History, Art History/Studio
Andrew Oosterheert's Morgan Stanley Experience June 2011 - May 2014
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
J.P. Morgan May 2014 - February 2015
Morgan Stanley June 2011 - May 2014
Chubb Insurance December 2009 - June 2011
Morgan Stanley August 2005 - December 2009
Chubb Insurance June 2002 - September 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Finance
Hope College 1998 — 2002
BA, Economics and Business Administration double major, Computer Science minor
Bank of America Merrill Lynch February 2015 - Present
J.P. Morgan May 2014 - February 2015
Morgan Stanley June 2011 - May 2014
Chubb Insurance December 2009 - June 2011
Morgan Stanley August 2005 - December 2009
Chubb Insurance June 2002 - September 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Finance
Hope College 1998 — 2002
BA, Economics and Business Administration double major, Computer Science minor
David Person's Morgan Stanley Experience 1994 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley 1994 - 2007
Education
Houghton College 1980 — 1985
Morgan Stanley 1994 - 2007
Education
Houghton College 1980 — 1985
Mike Marich's Morgan Stanley Experience October 2007 - November 2008
Job Director of Marketing & Communications at The Gunnery
Industry Education Management
Experience
The Gunnery June 2013 - Present
Citi January 2009 - June 2013
Morgan Stanley October 2007 - November 2008
Deloitte & Touche LLP 2006 - 2007
Morgan Stanley February 2001 - May 2006
Scient May 2000 - December 2000
Lehman Brothers March 1997 - May 2000
Skills
Recruiting, Leadership, Talent Management, Performance Management, Leadership Development, Succession Planning, Organizational..., Coaching, Strategic Planning, Human Resources, Management, Talent Acquisition, Onboarding, Employee Relations, Workforce Planning
Education
Hofstra University 1991 — 1995
BBA, Management
The Gunnery June 2013 - Present
Citi January 2009 - June 2013
Morgan Stanley October 2007 - November 2008
Deloitte & Touche LLP 2006 - 2007
Morgan Stanley February 2001 - May 2006
Scient May 2000 - December 2000
Lehman Brothers March 1997 - May 2000
Skills
Recruiting, Leadership, Talent Management, Performance Management, Leadership Development, Succession Planning, Organizational..., Coaching, Strategic Planning, Human Resources, Management, Talent Acquisition, Onboarding, Employee Relations, Workforce Planning
Education
Hofstra University 1991 — 1995
BBA, Management
Tim de Vrijer's Morgan Stanley Experience March 2011 - October 2012
Job Credit Risk at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2015 - Present
J.P. Morgan April 2014 - May 2015
Morgan Stanley March 2011 - October 2012
Moody's Investors Service October 2009 - May 2010
Willis June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Investments, Asset Management, FX Options, Portfolio Management, Series 7, Mutual Funds, Capital Markets, Financial Reporting, Hedge Funds, Equities, Derivatives, Finance, Wealth Management
Education
Hofstra University 2004 — 2008
Bachelor's Degree, Finance, General
UBS Investment Bank August 2015 - Present
J.P. Morgan April 2014 - May 2015
Morgan Stanley March 2011 - October 2012
Moody's Investors Service October 2009 - May 2010
Willis June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Investments, Asset Management, FX Options, Portfolio Management, Series 7, Mutual Funds, Capital Markets, Financial Reporting, Hedge Funds, Equities, Derivatives, Finance, Wealth Management
Education
Hofstra University 2004 — 2008
Bachelor's Degree, Finance, General
Judy Sheehan's Morgan Stanley Experience May 1998 - Present
Job Learning and Development Specialist
Industry Professional Training & Coaching
Experience
Morgan Stanley May 1998 - Present
self January 2003 - Present
Morgan Stanley Investment Management 2000 - 2003
UBS March 1998 - May 1999
Skills
Strategy, Employee Training, Training, Leadership, Teaching, Talent Management, Instructional Design, Executive Coaching, Fixed Income, Program Management, E-Learning, Onboarding, Management, Marketing, Equities, Training Delivery, Staff Development, Leadership Development, Time Management, Human Resources, Organizational..., CRM, Outsourcing, Instructor-led Training, Curriculum Development, Software Documentation, Curriculum Design, Performance Management
Education
Hofstra University
Morgan Stanley May 1998 - Present
self January 2003 - Present
Morgan Stanley Investment Management 2000 - 2003
UBS March 1998 - May 1999
Skills
Strategy, Employee Training, Training, Leadership, Teaching, Talent Management, Instructional Design, Executive Coaching, Fixed Income, Program Management, E-Learning, Onboarding, Management, Marketing, Equities, Training Delivery, Staff Development, Leadership Development, Time Management, Human Resources, Organizational..., CRM, Outsourcing, Instructor-led Training, Curriculum Development, Software Documentation, Curriculum Design, Performance Management
Education
Hofstra University
Nancy Giannone's Morgan Stanley Experience 1986 - 1998
Job Licensed Real Estate Salesperson
Industry Real Estate
Experience
The Donnelly Group March 2015 - Present
Plum Tomatoes January 1996 - Present
Morgan Stanley 1986 - 1998
Skills
Customer Service, Budgets, Management, Microsoft Office, Social Media, Sales, Event Planning, Marketing, Social Media Marketing, Public Speaking, Business Analysis, Marketing Strategy
Education
Hofstra University 1982 — 1986
BBA, Computer Information Systems
Garden City High School 1978 — 1982
Regents with designated honors
The Donnelly Group March 2015 - Present
Plum Tomatoes January 1996 - Present
Morgan Stanley 1986 - 1998
Skills
Customer Service, Budgets, Management, Microsoft Office, Social Media, Sales, Event Planning, Marketing, Social Media Marketing, Public Speaking, Business Analysis, Marketing Strategy
Education
Hofstra University 1982 — 1986
BBA, Computer Information Systems
Garden City High School 1978 — 1982
Regents with designated honors
Kim Wasserman Rapoport's Morgan Stanley Experience 2008 - Present
Job Executive Assistant at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2008 - Present
Time/Warner Retail Sales & Marketing 2004 - 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Office Management, Microsoft Word, Microsoft Office, Administrative..., PeopleSoft, Customer Service
Education
Hofstra University 2001 — 2004
Morgan Stanley 2008 - Present
Time/Warner Retail Sales & Marketing 2004 - 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Office Management, Microsoft Word, Microsoft Office, Administrative..., PeopleSoft, Customer Service
Education
Hofstra University 2001 — 2004
Ken Cresser's Morgan Stanley Experience February 1990 - October 1993
Job Senior Program Manager at Misys
Industry Computer Software
Experience
Misys November 2008 - Present
Synchrony January 2005 - November 2008
Inner Vision October 1993 - December 2004
Morgan Stanley February 1990 - October 1993
Grumman Aerospace May 1986 - February 1990
Skills
Agile Methodologies, Agile Project Management, Business Intelligence, Business Analysis, Consulting, Enterprise Software, IT Management, Professional Services, Program Management, SDLC, SOA, Scrum, SQL, Software Design, Software Development, Software Engineering, Software Project..., Team Leadership, XML, Integration, Solution Architecture, Requirements Analysis
Education
New York University - Polytechnic School of Engineering 1986 — 1989
MS, Electrical Engineering
Hofstra University 1982 — 1986
BS, Computer Science
Misys November 2008 - Present
Synchrony January 2005 - November 2008
Inner Vision October 1993 - December 2004
Morgan Stanley February 1990 - October 1993
Grumman Aerospace May 1986 - February 1990
Skills
Agile Methodologies, Agile Project Management, Business Intelligence, Business Analysis, Consulting, Enterprise Software, IT Management, Professional Services, Program Management, SDLC, SOA, Scrum, SQL, Software Design, Software Development, Software Engineering, Software Project..., Team Leadership, XML, Integration, Solution Architecture, Requirements Analysis
Education
New York University - Polytechnic School of Engineering 1986 — 1989
MS, Electrical Engineering
Hofstra University 1982 — 1986
BS, Computer Science
James Patten's Morgan Stanley Experience 1999 - 2001
Job Director Account Manager General Industries
Industry Banking
Experience
ING Bank NV, New York Representative Office 2001 - Present
U.S. Trust 2003 - 2005
Morgan Stanley 1999 - 2001
Chase Manhattan Bank 1992 - 1999
Skills
Finance, Banking, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Commercial Banking, Loans, Strategy, Credit, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
ING Bank NV, New York Representative Office 2001 - Present
U.S. Trust 2003 - 2005
Morgan Stanley 1999 - 2001
Chase Manhattan Bank 1992 - 1999
Skills
Finance, Banking, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Commercial Banking, Loans, Strategy, Credit, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Jonathan Lindvig's Morgan Stanley Experience 2001 - 2004
Job Partner, Peachtree Wealth Advisors
Industry Financial Services
Experience
Peachtree Wealth Advisors October 2004 - Present
Morgan Stanley 2001 - 2004
Arthur Anderson 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Investment Management
Education
Hong Kong Baptist University
The University of Georgia
BA, Economics
Pope High School
Peachtree Wealth Advisors October 2004 - Present
Morgan Stanley 2001 - 2004
Arthur Anderson 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Investment Management
Education
Hong Kong Baptist University
The University of Georgia
BA, Economics
Pope High School
Rocco D. Sadler's Morgan Stanley Experience 2007 - Present
Job Director of Life Safety
Industry Real Estate
Experience
Morgan Stanley 2007 - Present
Skills
Change Management
Education
Hofstra University 1992 — 1994
Morgan Stanley 2007 - Present
Skills
Change Management
Education
Hofstra University 1992 — 1994
Lori Schiller's Morgan Stanley Experience February 2005 - October 2008
Job Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch May 1997 - February 2005
Education
Hofstra University 1993 — 1997
UBS Financial Services October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch May 1997 - February 2005
Education
Hofstra University 1993 — 1997
Kirk Ng's Morgan Stanley Experience October 2006 - May 2013
Job ETL and Data Mart Manager/Developer
Industry Financial Services
Experience
NYC Department of Finance May 2013 - Present
Morgan Stanley October 2006 - May 2013
SunGard Consulting Services November 2005 - September 2006
Securities Industry Automation Corporation June 1999 - October 2005
Arrow Electronics March 1996 - June 1999
Skills
Sybase, Perl, DB2, Linux, Informatica, ETL, Ksh, KDB, Datastage, SQL, Autosys
Education
Hofstra University
BBA, International Business, Economics
Polytechnic Institute of New York
Electrical Engineering, Computer Science
Hofstra University School of Continuuing Education 1995 — 1996
Certificate, Computer Science, Graduated at the top of the class
NYC Department of Finance May 2013 - Present
Morgan Stanley October 2006 - May 2013
SunGard Consulting Services November 2005 - September 2006
Securities Industry Automation Corporation June 1999 - October 2005
Arrow Electronics March 1996 - June 1999
Skills
Sybase, Perl, DB2, Linux, Informatica, ETL, Ksh, KDB, Datastage, SQL, Autosys
Education
Hofstra University
BBA, International Business, Economics
Polytechnic Institute of New York
Electrical Engineering, Computer Science
Hofstra University School of Continuuing Education 1995 — 1996
Certificate, Computer Science, Graduated at the top of the class
Mark Alkins's Morgan Stanley Experience January 1992 - June 1994
Job Software engineer manager at IBM
Industry Computer Software
Experience
IBM June 1999 - Present
PepsiCo June 1994 - June 1999
Morgan Stanley January 1992 - June 1994
Skills
Agile Methodologies, Enterprise Software, Java Enterprise Edition, Management, Project Management, Software Development, Testing, Integration, Software Project..., Test Automation, Requirements Analysis, SOA
Education
Western Carolina University 2002 — 2004
Masters, Business, Project Management
Hofstra University 1987 — 1991
BS, Computer Science
IBM June 1999 - Present
PepsiCo June 1994 - June 1999
Morgan Stanley January 1992 - June 1994
Skills
Agile Methodologies, Enterprise Software, Java Enterprise Edition, Management, Project Management, Software Development, Testing, Integration, Software Project..., Test Automation, Requirements Analysis, SOA
Education
Western Carolina University 2002 — 2004
Masters, Business, Project Management
Hofstra University 1987 — 1991
BS, Computer Science
Nicole Stelluti's Morgan Stanley Experience 2007 - 2008
Job Technology Campus Recruiting Team Leader
Industry Information Technology and Services
Experience
Bloomberg LP January 2013 - Present
Bloomberg February 2008 - Present
Morgan Stanley 2007 - 2008
Skills
Interviewing, Event Planning, Technical Recruiting, College Recruiting, Resume Writing, Interviews, Onboarding, Research, Human Resources, Hiring, Recruiting, Talent Management, Management, Employee Relations, New Hire Orientations, Talent Acquisition, PeopleSoft, Applicant Tracking..., Internet Recruiting, Background Checks, Screening Resumes, Team Leadership
Education
Hofstra University 2003 — 2007
BA, Psychology & Marketing
Bloomberg LP January 2013 - Present
Bloomberg February 2008 - Present
Morgan Stanley 2007 - 2008
Skills
Interviewing, Event Planning, Technical Recruiting, College Recruiting, Resume Writing, Interviews, Onboarding, Research, Human Resources, Hiring, Recruiting, Talent Management, Management, Employee Relations, New Hire Orientations, Talent Acquisition, PeopleSoft, Applicant Tracking..., Internet Recruiting, Background Checks, Screening Resumes, Team Leadership
Education
Hofstra University 2003 — 2007
BA, Psychology & Marketing
Michael Tonn's Morgan Stanley Experience September 1995 - September 1997
Job Platform Engineer at Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2013 - Present
Nomura Securities March 2012 - Present
Nomura Securities July 2004 - December 2012
Adecco July 2002 - July 2004
UBS January 2002 - July 2002
Instinet Corporation June 1999 - August 2001
Merrill Lynch September 1997 - September 1999
Morgan Stanley September 1995 - September 1997
Telcordia ( Formerly Bellcore ) September 1990 - September 1995
Skills
Redhat Linux, VMware Infrastructure, Veritas Cluster Server, VMware ESX, Solaris, Virtualization, Unix, Linux, Disaster Recovery, VMware, Perl, Cluster, Shell Scripting, Unix Shell Scripting, Sybase, High Availability, System Administration, NetApp, RHEL, RedHat, Red Hat Linux, Data Center, Servers, Storage Area Networks, vSphere
Education
Stevens Institute of Technology 1991 — 1993
MBS, Computer Science
Hofstra University 1988 — 1990
BS, Computer Science
Nomura Securities August 2013 - Present
Nomura Securities March 2012 - Present
Nomura Securities July 2004 - December 2012
Adecco July 2002 - July 2004
UBS January 2002 - July 2002
Instinet Corporation June 1999 - August 2001
Merrill Lynch September 1997 - September 1999
Morgan Stanley September 1995 - September 1997
Telcordia ( Formerly Bellcore ) September 1990 - September 1995
Skills
Redhat Linux, VMware Infrastructure, Veritas Cluster Server, VMware ESX, Solaris, Virtualization, Unix, Linux, Disaster Recovery, VMware, Perl, Cluster, Shell Scripting, Unix Shell Scripting, Sybase, High Availability, System Administration, NetApp, RHEL, RedHat, Red Hat Linux, Data Center, Servers, Storage Area Networks, vSphere
Education
Stevens Institute of Technology 1991 — 1993
MBS, Computer Science
Hofstra University 1988 — 1990
BS, Computer Science
Lori Rutkowski's Morgan Stanley Experience May 2006 - August 2012
Job at
Industry Financial Services
Experience
U.S. Securities and Exchange Commission May 2013 - Present
HSBC Securities August 2012 - April 2013
Morgan Stanley May 2006 - August 2012
New York Stock Exchange July 1997 - May 2006
Education
Hofstra University 1989 — 1993
BBA, Accounting
U.S. Securities and Exchange Commission May 2013 - Present
HSBC Securities August 2012 - April 2013
Morgan Stanley May 2006 - August 2012
New York Stock Exchange July 1997 - May 2006
Education
Hofstra University 1989 — 1993
BBA, Accounting
McEldowney, James's Morgan Stanley Experience February 2005 - January 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2005 - January 2012
CMS BondEdge February 2002 - January 2003
CMS BondEdge July 1997 - February 2002
Union Bank of Switzerland December 1995 - April 1997
Skills
Back Office, Bloomberg, Bonds, Derivatives, Equities, Capital Markets, Due Diligence, Financial Markets, Financial Institutions, Fixed Income, Investment Banking, Strategic Financial..., Trading, Training, Underwriting, Valuation, Finance, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.)
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Banking & Finance
Morgan Stanley February 2005 - January 2012
CMS BondEdge February 2002 - January 2003
CMS BondEdge July 1997 - February 2002
Union Bank of Switzerland December 1995 - April 1997
Skills
Back Office, Bloomberg, Bonds, Derivatives, Equities, Capital Markets, Due Diligence, Financial Markets, Financial Institutions, Fixed Income, Investment Banking, Strategic Financial..., Trading, Training, Underwriting, Valuation, Finance, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.)
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Banking & Finance
Mike VanHousen's Morgan Stanley Experience January 2002 - August 2003
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2012 - Present
Principal Financial Group September 2003 - April 2012
Morgan Stanley January 2002 - August 2003
Skills
Retirement, Business Planning, 401k, Insurance, Financial Planners, Retirement Planning, Series 7, Defined Benefit, Financial Planning, Financial Services, Finance, Mutual Funds, Securities, Investments, Life Insurance
Education
Houghton College
BS, Management
Principal Financial Group May 2012 - Present
Principal Financial Group September 2003 - April 2012
Morgan Stanley January 2002 - August 2003
Skills
Retirement, Business Planning, 401k, Insurance, Financial Planners, Retirement Planning, Series 7, Defined Benefit, Financial Planning, Financial Services, Finance, Mutual Funds, Securities, Investments, Life Insurance
Education
Houghton College
BS, Management
jonathan yang's Morgan Stanley Experience March 2012 - August 2015
Job Director
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Morgan Stanley March 2012 - August 2015
citi July 2000 - March 2012
Citigroup 2004 - 2012
Merrill Lynch 2000 - 2004
Merrill Lynch 2000 - 2004
Getpaid Corporation 1999 - 2000
Automated Concepts Inc 1993 - 1999
J.P. Morgan 1991 - 1992
Bell Communications Research 1991 - 1992
Skills
Market Data, Reference Data, Electronic Trading, Fixed Income, Master Data Management, Ontology, Mobile Technology, BPM, Business Process Design, Portfolio Management, Semantic Web, Low Latency, Trading Systems, Prime Brokerage, Equities, Capital Markets, Sybase, Derivatives, Equity Derivatives, Investment Banking, Market Risk, Financial Services, Equity Trading, FX Options, Structured Products, Trading, Securities Lending, Hedge Funds, big data, Data Visualization, Middle Office, Securities, Data Governance, Financial Markets, Credit Derivatives, Bloomberg, Financial Risk, Operational Risk, Options, Asset Management, Operational Risk..., Data Integration, Back Office, Risk Management, Commodity, Data Quality, Credit Risk, Interest Rate..., Data Modeling, Enterprise Architecture
Education
Stevens Institute of Technology 1986 — 1988
Computer Science /EE
Hofstra University 1980 — 1982
BS, computer science
Hofstra University 1980 — 1982
BS, computer science
BNY Mellon August 2015 - Present
Morgan Stanley March 2012 - August 2015
citi July 2000 - March 2012
Citigroup 2004 - 2012
Merrill Lynch 2000 - 2004
Merrill Lynch 2000 - 2004
Getpaid Corporation 1999 - 2000
Automated Concepts Inc 1993 - 1999
J.P. Morgan 1991 - 1992
Bell Communications Research 1991 - 1992
Skills
Market Data, Reference Data, Electronic Trading, Fixed Income, Master Data Management, Ontology, Mobile Technology, BPM, Business Process Design, Portfolio Management, Semantic Web, Low Latency, Trading Systems, Prime Brokerage, Equities, Capital Markets, Sybase, Derivatives, Equity Derivatives, Investment Banking, Market Risk, Financial Services, Equity Trading, FX Options, Structured Products, Trading, Securities Lending, Hedge Funds, big data, Data Visualization, Middle Office, Securities, Data Governance, Financial Markets, Credit Derivatives, Bloomberg, Financial Risk, Operational Risk, Options, Asset Management, Operational Risk..., Data Integration, Back Office, Risk Management, Commodity, Data Quality, Credit Risk, Interest Rate..., Data Modeling, Enterprise Architecture
Education
Stevens Institute of Technology 1986 — 1988
Computer Science /EE
Hofstra University 1980 — 1982
BS, computer science
Hofstra University 1980 — 1982
BS, computer science
Larry LPetri111's Morgan Stanley Experience October 1987 - April 2003
Job CoFounder at New Road Capital Partners, LLC
Industry Investment Banking
Experience
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - April 2013
Citadel Securities 2010 - 2011
ICP Capital April 2009 - March 2010
Banc of America Securities April 2003 - January 2009
Morgan Stanley October 1987 - April 2003
Skills
Capital Markets, MBS, Management, Equities, Bloomberg, Series 7, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Valuation, Financial Modeling
Education
Hofstra University 1977 — 1979
MBA, Management
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - April 2013
Citadel Securities 2010 - 2011
ICP Capital April 2009 - March 2010
Banc of America Securities April 2003 - January 2009
Morgan Stanley October 1987 - April 2003
Skills
Capital Markets, MBS, Management, Equities, Bloomberg, Series 7, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Valuation, Financial Modeling
Education
Hofstra University 1977 — 1979
MBA, Management
John Davi's Morgan Stanley Experience November 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
Merrill Lynch March 2007 - November 2009
Merrill Lynch April 1999 - February 2007
Dreyfus June 1998 - April 1999
Skills
ETFs, Alternative Investments, Hedge Funds, Options, Derivatives, Series 7, Equities, Equity Derivatives, Swaps, Asset Allocation, Series 63, Volatility, Quantitative Finance, Structured Products, Fixed Income, Electronic Trading, Equity Trading, Investments
Education
Hofstra University 1996 — 2000
BBA, Finance
Morgan Stanley November 2009 - Present
Merrill Lynch March 2007 - November 2009
Merrill Lynch April 1999 - February 2007
Dreyfus June 1998 - April 1999
Skills
ETFs, Alternative Investments, Hedge Funds, Options, Derivatives, Series 7, Equities, Equity Derivatives, Swaps, Asset Allocation, Series 63, Volatility, Quantitative Finance, Structured Products, Fixed Income, Electronic Trading, Equity Trading, Investments
Education
Hofstra University 1996 — 2000
BBA, Finance
Susana Das's Morgan Stanley Experience July 2012 - Present
Job Vice President Risk and Control Americas
Industry Financial Services
Experience
Deustche Bank May 2015 - Present
Morgan Stanley July 2012 - Present
Morgan Stanley September 2010 - July 2012
Morgan Stanley March 2009 - September 2010
Morgan Stanley Prime Brokerage May 2007 - March 2009
Morgan Stanley April 2004 - May 2007
Promethean Investment Capital March 2003 - April 2004
Spear, Leeds & Kellogg April 2000 - October 2002
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Derivatives, Series 7, Capital Markets, Project Management, PMP, Risk Management, Operations Management
Education
Hofstra University 1998 — 2000
Master of Science (MS), Elementary Education and Teaching
Hofstra University 1995 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Deustche Bank May 2015 - Present
Morgan Stanley July 2012 - Present
Morgan Stanley September 2010 - July 2012
Morgan Stanley March 2009 - September 2010
Morgan Stanley Prime Brokerage May 2007 - March 2009
Morgan Stanley April 2004 - May 2007
Promethean Investment Capital March 2003 - April 2004
Spear, Leeds & Kellogg April 2000 - October 2002
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Derivatives, Series 7, Capital Markets, Project Management, PMP, Risk Management, Operations Management
Education
Hofstra University 1998 — 2000
Master of Science (MS), Elementary Education and Teaching
Hofstra University 1995 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Nancy Beleski's Morgan Stanley Experience June 2001 - September 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
State Street September 2015 - Present
Morgan Stanley June 2001 - September 2015
Skills
Derivatives, Fixed Income, Hedge Funds
Education
Hofstra University 1996 — 2000
BS, Accounting
State Street September 2015 - Present
Morgan Stanley June 2001 - September 2015
Skills
Derivatives, Fixed Income, Hedge Funds
Education
Hofstra University 1996 — 2000
BS, Accounting
Jeffrey Kastil, PMP's Morgan Stanley Experience 1993 - 1995
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
Patricia Krywak's Morgan Stanley Experience September 1991 - February 2005
Job International Compensation Specialist at McCann Worldgroup
Industry Human Resources
Experience
McCann Worldgroup April 2012 - Present
Deloitte March 2005 - April 2012
Goldman Sachs January 2011 - July 2011
McCann Erickson March 2006 - December 2007
Morgan Stanley September 1991 - February 2005
Arthur Andersen January 1997 - May 1997
Arthur Andersen January 1996 - May 1996
Skills
Account Reconciliation, Budgets, Deferred Compensation, Employee Benefits, Expatriate Management, Human Resources, Payroll, Personnel Management, Tax
Education
Hofstra University 1987 — 1991
BA, Accounting
HHS
McCann Worldgroup April 2012 - Present
Deloitte March 2005 - April 2012
Goldman Sachs January 2011 - July 2011
McCann Erickson March 2006 - December 2007
Morgan Stanley September 1991 - February 2005
Arthur Andersen January 1997 - May 1997
Arthur Andersen January 1996 - May 1996
Skills
Account Reconciliation, Budgets, Deferred Compensation, Employee Benefits, Expatriate Management, Human Resources, Payroll, Personnel Management, Tax
Education
Hofstra University 1987 — 1991
BA, Accounting
HHS
Maureen Greco, CFA's Morgan Stanley Experience March 2007 - January 2009
Job Director at Greencoast Capital Partners LLC
Industry Capital Markets
Experience
Greencoast Capital Partners LLC April 2011 - October 2012
Morgan Stanley March 2007 - January 2009
FTC 2009 - 2009
Merrill Lynch September 2003 - February 2007
JP Morgan June 1994 - August 2003
Education
Chartered Financial Analyst 2008 — 2008
CFA, Finance
JP Morgan Global Markets Training Program 2000 — 2000
Finance
Hofstra University 1989 — 1994
BBA, Finance
Greencoast Capital Partners LLC April 2011 - October 2012
Morgan Stanley March 2007 - January 2009
FTC 2009 - 2009
Merrill Lynch September 2003 - February 2007
JP Morgan June 1994 - August 2003
Education
Chartered Financial Analyst 2008 — 2008
CFA, Finance
JP Morgan Global Markets Training Program 2000 — 2000
Finance
Hofstra University 1989 — 1994
BBA, Finance
Linda Kornahrens's Morgan Stanley Experience April 2000 - November 2009
Job Executive Director at JPM Chase
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
Morgan Stanley April 2000 - November 2009
Morgan Stanley April 2000 - November 2009
Computer Sciences Corp 1998 - 2000
Education
Hofstra University 1987 — 1991
BA, Accounting
JP Morgan Chase November 2009 - Present
Morgan Stanley April 2000 - November 2009
Morgan Stanley April 2000 - November 2009
Computer Sciences Corp 1998 - 2000
Education
Hofstra University 1987 — 1991
BA, Accounting
Keith Pallmann's Morgan Stanley Experience 2000 - 2004
Job Senior Loan Officer
Industry Banking
Experience
CitiBank 2004 - Present
Morgan Stanley 2000 - 2004
Skills
Credit, Loans, Management, Structured Finance, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit Risk, Finance, Credit Analysis, Financial Risk
Education
Hofstra University
BBA & MBA, Banking & Finance
CitiBank 2004 - Present
Morgan Stanley 2000 - 2004
Skills
Credit, Loans, Management, Structured Finance, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit Risk, Finance, Credit Analysis, Financial Risk
Education
Hofstra University
BBA & MBA, Banking & Finance
Jerry Iacono's Morgan Stanley Experience 1997 - 1998
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America June 2015 - Present
UBS Investment Bank April 2005 - June 2015
Arnhold and S. Bleichroeder 2000 - 2005
Bank of America January 1999 - December 2000
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Series 7, Equities, Asset Management, Investments, Prime Brokerage, Options, Series 24, Relationship Management, Settlement, Derivatives, Middle Office, Equity Derivatives, Swaps, Hedge Funds, Bloomberg, Capital Markets
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA)
Bank of America June 2015 - Present
UBS Investment Bank April 2005 - June 2015
Arnhold and S. Bleichroeder 2000 - 2005
Bank of America January 1999 - December 2000
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Series 7, Equities, Asset Management, Investments, Prime Brokerage, Options, Series 24, Relationship Management, Settlement, Derivatives, Middle Office, Equity Derivatives, Swaps, Hedge Funds, Bloomberg, Capital Markets
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA)
Jeremy Slansky's Morgan Stanley Experience January 2004 - August 2005
Job Business Architecture and Change Management
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
JP Morgan January 2013 - February 2015
JP Morgan June 2010 - January 2013
Markit June 2009 - June 2010
Goldman Sachs August 2005 - June 2009
Morgan Stanley January 2004 - August 2005
Natsource 2001 - 2003
Skills
Credit Derivatives, Reference Data, Commodity Markets, Exotic Derivatives, Middle Office, Trading Systems, Structured Products, Market Data, Back Office, Dodd-Frank, Operational Risk, Interest Rate..., ISDA, Financial Regulation, Swaps, Derivatives, CDS, Hedge Funds, Trading
Education
Hofstra University 1999 — 2001
BS
Goldman Sachs February 2015 - Present
JP Morgan January 2013 - February 2015
JP Morgan June 2010 - January 2013
Markit June 2009 - June 2010
Goldman Sachs August 2005 - June 2009
Morgan Stanley January 2004 - August 2005
Natsource 2001 - 2003
Skills
Credit Derivatives, Reference Data, Commodity Markets, Exotic Derivatives, Middle Office, Trading Systems, Structured Products, Market Data, Back Office, Dodd-Frank, Operational Risk, Interest Rate..., ISDA, Financial Regulation, Swaps, Derivatives, CDS, Hedge Funds, Trading
Education
Hofstra University 1999 — 2001
BS
william agresti's Morgan Stanley Experience VICE PRESIDENT - FINANCIAL ADVISORMorgan StanleyJanuary 2008 - Present
Job VICE PRESIDENT FINANCIAL ADVISOR at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley VICE PRESIDENT - FINANCIAL ADVISORMorgan StanleyJanuary 2008 - Present
Education
Hofstra University 1971 — 1978
BBA, BUSINESS/FINANCE
Hofstra University 1971 — 1978
BBA, BUSINESS/FINANCE
Morgan Stanley VICE PRESIDENT - FINANCIAL ADVISORMorgan StanleyJanuary 2008 - Present
Education
Hofstra University 1971 — 1978
BBA, BUSINESS/FINANCE
Hofstra University 1971 — 1978
BBA, BUSINESS/FINANCE
Richard Fattibene's Morgan Stanley Experience 1993 - 2010
Job Executive Director Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Nomura September 2010 - September 2012
Morgan Stanley 1993 - 2010
IDD Information Services 1990 - 1993
Grumman Aerospace 1985 - 1990
Education
Hofstra University
BS, Computer Science
Hofstra University
MBA, Finance
JPMorgan Chase September 2012 - Present
Nomura September 2010 - September 2012
Morgan Stanley 1993 - 2010
IDD Information Services 1990 - 1993
Grumman Aerospace 1985 - 1990
Education
Hofstra University
BS, Computer Science
Hofstra University
MBA, Finance
Steven Neofotistos's Morgan Stanley Experience February 2003 - November 2005
Job Workforce Management Consultant
Industry Human Resources
Experience
Automatic Data Processing, Inc. June 2008 - Present
Wachovia, A Wells Fargo Company November 2005 - June 2008
Morgan Stanley February 2003 - November 2005
Skills
ADP Payroll, 401k, Payroll, Benefits Administration, Employee Benefits, Cold Calling, Salesforce.com, Relationship Management, Sales Process, Financial Analysis, Human Resources, Account Management, Applicant Tracking..., HRIS, HRO, Solution Selling, Customer Retention, Recruiting, Selling, Sales Management, BPO, Direct Sales, Workforce Management, Leadership
Education
Hofstra University 1998 — 2001
B.B.A., Banking & Finance
Automatic Data Processing, Inc. June 2008 - Present
Wachovia, A Wells Fargo Company November 2005 - June 2008
Morgan Stanley February 2003 - November 2005
Skills
ADP Payroll, 401k, Payroll, Benefits Administration, Employee Benefits, Cold Calling, Salesforce.com, Relationship Management, Sales Process, Financial Analysis, Human Resources, Account Management, Applicant Tracking..., HRIS, HRO, Solution Selling, Customer Retention, Recruiting, Selling, Sales Management, BPO, Direct Sales, Workforce Management, Leadership
Education
Hofstra University 1998 — 2001
B.B.A., Banking & Finance
Joseph Giovanniello's Morgan Stanley Experience September 2014 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Citi June 2008 - September 2014
Lehman Brothers May 2007 - May 2008
Marcum & Kliegman LLP 2000 - 2007
Marcum LLP 2000 - 2007
Berenson & Company 1998 - 2000
Skills
Sarbanes-Oxley Act, Private Equity, Financial Reporting, Hedge Funds, Internal Controls, Accounting, GAAP, US GAAP, Tax, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Auditing, Cash Management, Financial Accounting
Education
Hofstra University 1993 — 1997
BBA, Accounting
Morgan Stanley September 2014 - Present
Citi June 2008 - September 2014
Lehman Brothers May 2007 - May 2008
Marcum & Kliegman LLP 2000 - 2007
Marcum LLP 2000 - 2007
Berenson & Company 1998 - 2000
Skills
Sarbanes-Oxley Act, Private Equity, Financial Reporting, Hedge Funds, Internal Controls, Accounting, GAAP, US GAAP, Tax, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Auditing, Cash Management, Financial Accounting
Education
Hofstra University 1993 — 1997
BBA, Accounting
Agustin Trevino Jr's Morgan Stanley Experience 2007 - 2008
Job International Loan Closer Wealth Management Group at BBVA Compass
Industry Banking
Experience
BBVA Compass October 2014 - Present
Third Coast Bank SSB June 2008 - October 2014
Morgan Stanley 2007 - 2008
Washington Mutual 2005 - 2006
JPMorgan Chase March 2004 - November 2005
Skills
Banking, Loans, Finance, Credit, Underwriting, Accounting, Commercial Lending, Lines Of Credit, Credit Analysis, Account Reconciliation, Microsoft Excel, Time Management, Loan Servicing, General Ledger, Consumer Lending, Commercial Banking, Lotus Notes, Investments, Financial Risk, Cross Selling, Loan Origination, AML
Education
Houston Community College
Finance
BBVA Compass October 2014 - Present
Third Coast Bank SSB June 2008 - October 2014
Morgan Stanley 2007 - 2008
Washington Mutual 2005 - 2006
JPMorgan Chase March 2004 - November 2005
Skills
Banking, Loans, Finance, Credit, Underwriting, Accounting, Commercial Lending, Lines Of Credit, Credit Analysis, Account Reconciliation, Microsoft Excel, Time Management, Loan Servicing, General Ledger, Consumer Lending, Commercial Banking, Lotus Notes, Investments, Financial Risk, Cross Selling, Loan Origination, AML
Education
Houston Community College
Finance
Piotr Milkowski's Morgan Stanley Experience March 2013 - March 2014
Job TA Distressed Products Trading Support at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank 2015 - Present
H.I.G. Capital March 2014 - March 2015
Morgan Stanley March 2013 - March 2014
King Street Capital Management May 2007 - July 2009
Deutsche Bank August 2005 - May 2007
Skills
Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Legal Writing, Public Speaking, Customer Service, Westlaw, Teamwork, English, Social Media, Litigation, Legal Assistance
Education
Hofstra University 2009 — 2012
Doctor of Law (JD)
Lehigh University
Bachelor of Science (BS), Finance
Deutsche Bank 2015 - Present
H.I.G. Capital March 2014 - March 2015
Morgan Stanley March 2013 - March 2014
King Street Capital Management May 2007 - July 2009
Deutsche Bank August 2005 - May 2007
Skills
Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Legal Writing, Public Speaking, Customer Service, Westlaw, Teamwork, English, Social Media, Litigation, Legal Assistance
Education
Hofstra University 2009 — 2012
Doctor of Law (JD)
Lehigh University
Bachelor of Science (BS), Finance
David Waxman's Morgan Stanley Experience 1998 - 2000
Job Stellex Capital Management
Industry Venture Capital & Private Equity
Experience
Stellex Capital Management 2014 - Present
Quadrant Management 2011 - 2014
Rwanda Works 2011 - 2012
Stone Tower Capital 2006 - 2009
The Carlyle Group 2001 - 2006
Morgan Stanley 1998 - 2000
Education
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History
Hopkins School
Stellex Capital Management 2014 - Present
Quadrant Management 2011 - 2014
Rwanda Works 2011 - 2012
Stone Tower Capital 2006 - 2009
The Carlyle Group 2001 - 2006
Morgan Stanley 1998 - 2000
Education
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History
Hopkins School
Keisy Duran's Morgan Stanley Experience June 2006 - September 2007
Job Market/Credit Risk Analyst at Mitsubishi Corporation
Industry
Experience
Mitsubishi Corporation October 2010 - Present
Sumitomo Mitsui Banking Corporation September 2007 - October 2010
Morgan Stanley June 2006 - September 2007
Madison Sqaure Garden June 2005 - May 2006
Skills
Analysis, Finance, Financial Risk, Investments, Accounting, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Economics, Credit Risk, Microsoft Office
Education
Hofstra University
Mitsubishi Corporation October 2010 - Present
Sumitomo Mitsui Banking Corporation September 2007 - October 2010
Morgan Stanley June 2006 - September 2007
Madison Sqaure Garden June 2005 - May 2006
Skills
Analysis, Finance, Financial Risk, Investments, Accounting, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Economics, Credit Risk, Microsoft Office
Education
Hofstra University
Lisa Hahn-Depping's Morgan Stanley Experience 2011 - 2013
Job Senior Vice President Compliance Assurance Director at HSBC
Industry Investment Banking
Experience
HSBC 2013 - Present
Morgan Stanley 2011 - 2013
Macquarie Bank 2008 - 2011
Citigroup 2006 - 2007
US Trust 2000 - 2005
JPMorgan Chase 1985 - 1988
Skills
Operational Risk, AML, Financial Risk, Risk Management, Internal Audit, Enterprise Risk..., Regulations, Operational Risk..., Anti Money Laundering, Capital Markets, Financial Services, KYC, Due Diligence, Securities, Fixed Income, FCPA, Compliance, Banking, Personal Trust..., Trust Services, Investment Banking
Education
Hofstra University
B.B.A. in Banking, Finance, and Investments
HSBC 2013 - Present
Morgan Stanley 2011 - 2013
Macquarie Bank 2008 - 2011
Citigroup 2006 - 2007
US Trust 2000 - 2005
JPMorgan Chase 1985 - 1988
Skills
Operational Risk, AML, Financial Risk, Risk Management, Internal Audit, Enterprise Risk..., Regulations, Operational Risk..., Anti Money Laundering, Capital Markets, Financial Services, KYC, Due Diligence, Securities, Fixed Income, FCPA, Compliance, Banking, Personal Trust..., Trust Services, Investment Banking
Education
Hofstra University
B.B.A. in Banking, Finance, and Investments
Jeffrey Goldberg's Morgan Stanley Experience August 2004 - May 2010
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2010 - Present
Morgan Stanley Smith Barney April 2005 - May 2010
Morgan Stanley August 2004 - May 2010
Thomson Financial June 2002 - August 2004
digiTRADE July 1998 - May 2002
American Express Financial Advisors June 1997 - July 1998
Walsh Manning Securities, LLC September 1996 - May 1997
Skills
Project Management, Alternative Investments, Strategic Planning, Series 7, Fixed Income, Proposal Writing, Analysis, Business Analysis, CRM, Cross-functional Team..., Equities, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Trading, Trading Systems
Education
Hofstra University 1992 — 1996
BBA Banking & Finance, Finance
Roslyn Highschool
RBC Capital Markets May 2010 - Present
Morgan Stanley Smith Barney April 2005 - May 2010
Morgan Stanley August 2004 - May 2010
Thomson Financial June 2002 - August 2004
digiTRADE July 1998 - May 2002
American Express Financial Advisors June 1997 - July 1998
Walsh Manning Securities, LLC September 1996 - May 1997
Skills
Project Management, Alternative Investments, Strategic Planning, Series 7, Fixed Income, Proposal Writing, Analysis, Business Analysis, CRM, Cross-functional Team..., Equities, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Trading, Trading Systems
Education
Hofstra University 1992 — 1996
BBA Banking & Finance, Finance
Roslyn Highschool
Nina Moriarty's Morgan Stanley Experience 1983 - 1987
Job Administrative Manager at Starmont Asset Management, LLC
Industry Financial Services
Experience
Starmont Asset Management, LLC April 2009 - Present
Amway 1989 - 2000
Moriarty's Restaurant 1986 - 1989
Morgan Stanley 1983 - 1987
Home Loan Insurance-Division of Home Loan and Investment Co. 1973 - 1974
Education
San Francisco State University 1979 — 1981
BA, Social Science
Honolulu Community College 1976 — 1979
Undergraduate, Business, Management, Marketing, and Related Support Services
Starmont Asset Management, LLC April 2009 - Present
Amway 1989 - 2000
Moriarty's Restaurant 1986 - 1989
Morgan Stanley 1983 - 1987
Home Loan Insurance-Division of Home Loan and Investment Co. 1973 - 1974
Education
San Francisco State University 1979 — 1981
BA, Social Science
Honolulu Community College 1976 — 1979
Undergraduate, Business, Management, Marketing, and Related Support Services
Yale Wolf's Morgan Stanley Experience April 2010 - September 2010
Job Residential Lending Specialist NMLS# 62965
Industry Banking
Experience
The Village Bank July 2015 - Present
The Village Bank April 2013 - Present
Graystone Solutions, Inc. February 2012 - April 2013
RBS Citizens Bank NA September 2010 - February 2012
Morgan Stanley April 2010 - September 2010
REFINANCE.COM/INTERCONTINENTAL CAPITAL GROUP January 2006 - March 2010
Refinance.com January 2006 - March 2010
OPPENHEIMER FUND December 2003 - January 2006
Skills
Hyperion, Oracle, Microsoft Office, Credit, Banking, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Corporate Finance, Financial Statement..., Financial Reporting, Risk Management, Portfolio Management, Mortgage Lending, Credit Risk, Finance, Cloud Computing, Cloud-based, Mortgage Servicing, Trade Finance, Standards Compliance, Compliance Testing, Accounting, Forecasting, Analysis, Asset Management, Auditing, Budgets, Hyperion Enterprise, Investments, Financial Planning
Education
HOFSTRA UNIVERSITY, Frank G. Zarb School of Business 2002 — 2005
B.S, Business Management; Accounting and Finance
Hofstra University 2002 — 2005
B.S., Finance/Businesss Management
Beaver Country Day 1994 — 1998
HS Diploma
The Village Bank July 2015 - Present
The Village Bank April 2013 - Present
Graystone Solutions, Inc. February 2012 - April 2013
RBS Citizens Bank NA September 2010 - February 2012
Morgan Stanley April 2010 - September 2010
REFINANCE.COM/INTERCONTINENTAL CAPITAL GROUP January 2006 - March 2010
Refinance.com January 2006 - March 2010
OPPENHEIMER FUND December 2003 - January 2006
Skills
Hyperion, Oracle, Microsoft Office, Credit, Banking, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Corporate Finance, Financial Statement..., Financial Reporting, Risk Management, Portfolio Management, Mortgage Lending, Credit Risk, Finance, Cloud Computing, Cloud-based, Mortgage Servicing, Trade Finance, Standards Compliance, Compliance Testing, Accounting, Forecasting, Analysis, Asset Management, Auditing, Budgets, Hyperion Enterprise, Investments, Financial Planning
Education
HOFSTRA UNIVERSITY, Frank G. Zarb School of Business 2002 — 2005
B.S, Business Management; Accounting and Finance
Hofstra University 2002 — 2005
B.S., Finance/Businesss Management
Beaver Country Day 1994 — 1998
HS Diploma
Jeffrey Springer's Morgan Stanley Experience 2004 - 2006
Job Director at PWD Systems LLC
Industry Executive Office
Experience
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
Karla A. Robinson's Morgan Stanley Experience January 1997 - January 2003
Job KARLA'S Financial Services, LLC
Industry Financial Services
Experience
KARLA'S Financial Services, LLC June 2013 - Present
KAR Mobile Notary March 2010 - Present
KARLA's Financial Services, LLC. Branch Office of Transamerica Financial Advisors, Inc December 2007 - June 2013
Morgan Stanley January 1997 - January 2003
Morgan Stanley 1997 - 2003
Education
Univ. of St. Thomas 1991 — 1993
BBA; AA, BusinessAdministration; Economics
University of St. Thomas (TX) 1991 — 1993
BBA, Business Admin.
Houston Community College 1989 — 1991
Associate of Arts (A.A.), Economics
Houston Community College 1988 — 1990
AA, Economics
Worthing High School 1984 — 1987
KARLA'S Financial Services, LLC June 2013 - Present
KAR Mobile Notary March 2010 - Present
KARLA's Financial Services, LLC. Branch Office of Transamerica Financial Advisors, Inc December 2007 - June 2013
Morgan Stanley January 1997 - January 2003
Morgan Stanley 1997 - 2003
Education
Univ. of St. Thomas 1991 — 1993
BBA; AA, BusinessAdministration; Economics
University of St. Thomas (TX) 1991 — 1993
BBA, Business Admin.
Houston Community College 1989 — 1991
Associate of Arts (A.A.), Economics
Houston Community College 1988 — 1990
AA, Economics
Worthing High School 1984 — 1987
Keith Wilcha's Morgan Stanley Experience January 2014 - Present
Job Corporate Equity Solutions
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley March 2013 - January 2014
United States Postal Service January 2013 - March 2013
Morgan Stanley February 2003 - January 2012
Citicorp NA Bankcard Services November 2001 - February 2003
Skills
Hedge Funds, Managed Futures, Trading Operations, Fund Administration, Alternative Investments, Mutual Funds, Equities, Fixed Income, Portfolio Management
Education
Hofstra University 1999 — 2001
BA, Marketing
Morgan Stanley January 2014 - Present
Morgan Stanley March 2013 - January 2014
United States Postal Service January 2013 - March 2013
Morgan Stanley February 2003 - January 2012
Citicorp NA Bankcard Services November 2001 - February 2003
Skills
Hedge Funds, Managed Futures, Trading Operations, Fund Administration, Alternative Investments, Mutual Funds, Equities, Fixed Income, Portfolio Management
Education
Hofstra University 1999 — 2001
BA, Marketing
Richard Shoglow, C.P.A., M.B.A.'s Morgan Stanley Experience July 2011 - October 2013
Job Financial Reporting Systems Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals October 2013 - Present
Morgan Stanley July 2011 - October 2013
Resources Global Professionals July 2004 - June 2011
Alliance Capital Management November 2000 - July 2004
Skills
Certified Public..., Finance Transformation, Business Process..., Change Management, Management Consulting, Microsoft Access Model..., Project Management, SEC reporting, Microsoft Office, SOX Compliance, Business Analysis, Business Requirements, Business Rules, Business Reporting, System Testing, Accounting, Clarity FSR, Axiom ControllerView..., Access Visual Basic, Sarbanes-Oxley Act, Internal Audit, CPA, Financial Analysis, Report Writing, Analysis, Finance, Financial Modeling, Financial Reporting, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1995
MBA, Management Information Systems
Hofstra University
BBA, Public Accounting
Resources Global Professionals October 2013 - Present
Morgan Stanley July 2011 - October 2013
Resources Global Professionals July 2004 - June 2011
Alliance Capital Management November 2000 - July 2004
Skills
Certified Public..., Finance Transformation, Business Process..., Change Management, Management Consulting, Microsoft Access Model..., Project Management, SEC reporting, Microsoft Office, SOX Compliance, Business Analysis, Business Requirements, Business Rules, Business Reporting, System Testing, Accounting, Clarity FSR, Axiom ControllerView..., Access Visual Basic, Sarbanes-Oxley Act, Internal Audit, CPA, Financial Analysis, Report Writing, Analysis, Finance, Financial Modeling, Financial Reporting, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1995
MBA, Management Information Systems
Hofstra University
BBA, Public Accounting
Joseph Pousada's Morgan Stanley Experience January 2000 - June 2000
Job Analytical Consultant
Industry Information Technology and Services
Experience
Joseph Pousada June 2006 - Present
BNY Mellon July 2000 - June 2006
Morgan Stanley January 2000 - June 2000
Skills
Calculus, Multivariable Calculus, Analysis, Abstract Algebra, Mathematical Modeling, Numerical Analysis, Linear Algebra, Differential Equations, Ubuntu, Java, Applied Mathematics, Modeling, Data Analysis, SAS
Education
State University of New York Empire State College 2010 — 2014
BS, Mathematics
Hofstra University 1996 — 1999
BBA, International Business
Nassau Community College 1992 — 1996
AS, Business Administration
Joseph Pousada June 2006 - Present
BNY Mellon July 2000 - June 2006
Morgan Stanley January 2000 - June 2000
Skills
Calculus, Multivariable Calculus, Analysis, Abstract Algebra, Mathematical Modeling, Numerical Analysis, Linear Algebra, Differential Equations, Ubuntu, Java, Applied Mathematics, Modeling, Data Analysis, SAS
Education
State University of New York Empire State College 2010 — 2014
BS, Mathematics
Hofstra University 1996 — 1999
BBA, International Business
Nassau Community College 1992 — 1996
AS, Business Administration
Joseph Breakstone's Morgan Stanley Experience July 1986 - May 2001
Job Managing Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2012 - Present
KGS-Alpha Capital Markets, L.P. January 2012 - September 2012
MF Global April 2010 - November 2011
Cantor Fitzgerald December 2008 - February 2010
BNP Paribas June 2001 - November 2008
Morgan Stanley July 1986 - May 2001
Morgan Stanley Dean Witter 1986 - 2001
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Equities, Securities, Trading, Series 63, Bloomberg, Alternative Investments, Structured Products, Derivatives, Electronic Trading, Hedge Funds, FINRA
Education
Hofstra University 1983 — 1986
BBA, Finance
Janney Montgomery Scott October 2012 - Present
KGS-Alpha Capital Markets, L.P. January 2012 - September 2012
MF Global April 2010 - November 2011
Cantor Fitzgerald December 2008 - February 2010
BNP Paribas June 2001 - November 2008
Morgan Stanley July 1986 - May 2001
Morgan Stanley Dean Witter 1986 - 2001
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Equities, Securities, Trading, Series 63, Bloomberg, Alternative Investments, Structured Products, Derivatives, Electronic Trading, Hedge Funds, FINRA
Education
Hofstra University 1983 — 1986
BBA, Finance
Michael Folignani's Morgan Stanley Experience December 1996 - December 1998
Job Financial Services Professional
Industry Financial Services
Experience
DCM Collectibles, LLC February 2005 - Present
Sports Collectibles Limited Liability Company February 2005 - Present
Guardian Trust Company July 2003 - February 2007
Services July 2003 - August 2006
Merrill Lynch Trust Company January 1999 - June 2003
Guardian Trust Company 1999 - 2003
Merrill Lynch January 1999 - November 1999
Morgan Stanley Dean Witter Trust FSB January 1996 - November 1999
Morgan Stanley December 1996 - December 1998
Merrill Lynch 1996 - 1998
Education
Hofstra University 1988 — 1991
Business Adminisration
Hofstra University
DCM Collectibles, LLC February 2005 - Present
Sports Collectibles Limited Liability Company February 2005 - Present
Guardian Trust Company July 2003 - February 2007
Services July 2003 - August 2006
Merrill Lynch Trust Company January 1999 - June 2003
Guardian Trust Company 1999 - 2003
Merrill Lynch January 1999 - November 1999
Morgan Stanley Dean Witter Trust FSB January 1996 - November 1999
Morgan Stanley December 1996 - December 1998
Merrill Lynch 1996 - 1998
Education
Hofstra University 1988 — 1991
Business Adminisration
Hofstra University
stan santoro's Morgan Stanley Experience 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Skills
Series 7, Fixed Income, Equities, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Capital Markets, Mutual Funds, Securities, Asset Managment, Bloomberg, Series 65, Investment Banking, Investment Advisory, Uniform Combined State..., Derivatives
Education
Hofstra University
Bachelor of Business Administration (BBA)
Queen's College
Master of Arts (M.A.), Economics
Morgan Stanley 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Skills
Series 7, Fixed Income, Equities, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Capital Markets, Mutual Funds, Securities, Asset Managment, Bloomberg, Series 65, Investment Banking, Investment Advisory, Uniform Combined State..., Derivatives
Education
Hofstra University
Bachelor of Business Administration (BBA)
Queen's College
Master of Arts (M.A.), Economics
Peter DeSerio's Morgan Stanley Experience December 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Basel Asset Management LLC May 2012 - December 2013
HSBC Security Services January 2004 - May 2012
McGladrey December 2000 - December 2003
Tanton and Company LLP January 1999 - December 2000
Skills
Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Outlook, Fund Accounting, Auditing
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley December 2013 - Present
Basel Asset Management LLC May 2012 - December 2013
HSBC Security Services January 2004 - May 2012
McGladrey December 2000 - December 2003
Tanton and Company LLP January 1999 - December 2000
Skills
Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Outlook, Fund Accounting, Auditing
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
James Varley's Morgan Stanley Experience November 1992 - July 1998
Job Director of Operations at MSD Partners, L.P.
Industry Investment Management
Experience
MSD Partners, L.P. June 2012 - Present
Strategic Value Partners October 2006 - August 2012
Stanfield Capital Partners May 2002 - October 2006
Lipper & Company July 1998 - May 2002
Morgan Stanley November 1992 - July 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Derivatives, Private Equity, Capital Markets, Portfolio Management, Bonds, Bloomberg, Securities, Investments, Valuation, Financial Modeling, Investment Banking, Investment Management, Options, Equity Derivatives, Strategic Planning, Trading, Fund Of Funds, Prime Brokerage, Asset Managment, Middle Office, Swimming
Education
Hofstra University 1992 — 1995
Master of Business Administration (MBA)
Hofstra University 1986 — 1988
Bachelor of Business Administration (BBA)
MSD Partners, L.P. June 2012 - Present
Strategic Value Partners October 2006 - August 2012
Stanfield Capital Partners May 2002 - October 2006
Lipper & Company July 1998 - May 2002
Morgan Stanley November 1992 - July 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Derivatives, Private Equity, Capital Markets, Portfolio Management, Bonds, Bloomberg, Securities, Investments, Valuation, Financial Modeling, Investment Banking, Investment Management, Options, Equity Derivatives, Strategic Planning, Trading, Fund Of Funds, Prime Brokerage, Asset Managment, Middle Office, Swimming
Education
Hofstra University 1992 — 1995
Master of Business Administration (MBA)
Hofstra University 1986 — 1988
Bachelor of Business Administration (BBA)
Reshonia Porter's Morgan Stanley Experience October 2008 - November 2011
Job Coordinator at Bergdorf Goodman
Industry Retail
Experience
Bergdorf Goodman July 2012 - Present
Hairstylist2thestars Inc. June 2012 - Present
Confidential client March 2013 - February 2014
Morgan Stanley October 2008 - November 2011
Skills
Outlook, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Retail, Event Management, Facebook, Time Management, Lotus Notes, Event Planning, Interviews, Microsoft Excel
Education
Hofstra University
Bergdorf Goodman July 2012 - Present
Hairstylist2thestars Inc. June 2012 - Present
Confidential client March 2013 - February 2014
Morgan Stanley October 2008 - November 2011
Skills
Outlook, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Retail, Event Management, Facebook, Time Management, Lotus Notes, Event Planning, Interviews, Microsoft Excel
Education
Hofstra University
Dorothy Sanya's Morgan Stanley Experience June 2013 - Present
Job Corporate Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Legg Mason February 2006 - June 2013
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Modeling, Corporate Finance, US GAAP, SEC filings, Microsoft Excel, Management, Sarbanes-Oxley Act, Risk Management, Finance
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance
Howard Community College
Morgan Stanley June 2013 - Present
Legg Mason February 2006 - June 2013
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Modeling, Corporate Finance, US GAAP, SEC filings, Microsoft Excel, Management, Sarbanes-Oxley Act, Risk Management, Finance
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance
Howard Community College
Paul Gerardi's Morgan Stanley Experience September 2009 - September 2014
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley September 2009 - September 2014
Morgan Stanley Wealth Management September 2008 - September 2009
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA®)
New York University 2010 — 2014
Master of Business Administration (MBA), Finance
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
UBS September 2014 - Present
Morgan Stanley September 2009 - September 2014
Morgan Stanley Wealth Management September 2008 - September 2009
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA®)
New York University 2010 — 2014
Master of Business Administration (MBA), Finance
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS