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
James Aliaga James Aliaga's Morgan Stanley Experience June 2013 - August 2013
Job NYU School of Law, Class of 2015
Industry Law Practice
Experience
U.S. Attorney's Office, Eastern District of New York September 2014 - December 2014
SUSPENSION REPRESENTATION PROJECT, NYU SCHOOL OF LAW September 2012 - December 2014
PwC June 2014 - August 2014
U.S. Commodity Futures Trading Commission January 2014 - May 2014
SUSPENSION REPRESENTATION PROJECT, NYU SCHOOL OF LAW August 2013 - April 2014
Morgan Stanley June 2013 - August 2013
LA UNIDAD LATINA, LAMBDA UPSILON LAMBDA FRATERNITY, INCORPORATED May 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Event Planning, Research, Event Management, Leadership, Works well with a team, Youth Mentoring, Customer Service, Editing, Management, Public Speaking, Community Outreach, Fundraising, Microsoft Word, Facebook, Nonprofits, Social Networking, Spanish, Student Affairs, Higher Education, Interviews, Time Management, Program Development, Legal Research, Legal Writing, Volunteer Management, Microsoft Excel, Public Relations, Program Evaluation, Outlook, Student Development, Blogging, Compassion, Public Policy, Program Management, Social Media, Teamwork, Creative Writing, Leadership Development, Staff Development, Training, Qualitative Research, Data Analysis, Teaching, Access, Grant Writing
Education
New York University School of Law 2012 — 2015
J.D.
James Madison University 2008 — 2012
B. A., magna cum laude - Philosophy
U.S. Attorney's Office, Eastern District of New York September 2014 - December 2014
SUSPENSION REPRESENTATION PROJECT, NYU SCHOOL OF LAW September 2012 - December 2014
PwC June 2014 - August 2014
U.S. Commodity Futures Trading Commission January 2014 - May 2014
SUSPENSION REPRESENTATION PROJECT, NYU SCHOOL OF LAW August 2013 - April 2014
Morgan Stanley June 2013 - August 2013
LA UNIDAD LATINA, LAMBDA UPSILON LAMBDA FRATERNITY, INCORPORATED May 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Event Planning, Research, Event Management, Leadership, Works well with a team, Youth Mentoring, Customer Service, Editing, Management, Public Speaking, Community Outreach, Fundraising, Microsoft Word, Facebook, Nonprofits, Social Networking, Spanish, Student Affairs, Higher Education, Interviews, Time Management, Program Development, Legal Research, Legal Writing, Volunteer Management, Microsoft Excel, Public Relations, Program Evaluation, Outlook, Student Development, Blogging, Compassion, Public Policy, Program Management, Social Media, Teamwork, Creative Writing, Leadership Development, Staff Development, Training, Qualitative Research, Data Analysis, Teaching, Access, Grant Writing
Education
New York University School of Law 2012 — 2015
J.D.
James Madison University 2008 — 2012
B. A., magna cum laude - Philosophy
Charlie Siegel Charlie Siegel's Morgan Stanley Experience December 2007 - November 2012
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley December 2007 - November 2012
Various Television Production Companies June 1984 - December 2007
The Perfect Path Coaching Company March 2000 - September 2003
Skills
Event Planning, Corporate Meetings, Travel Planning, Time Management, Creative Problem Solving, Project Planning, Scheduling, MS Office Suite, Mac OS X, Office Administration, Certified Life Coach –..., Andover, KS, Certified Relationship..., Campbell, CA, Series 7, Series 66, Series 9, Series 10, Social Networking, Process Scheduler, Management, Budgets, Human Resources, Program Management
Education
Ithaca College 1973 — 1977
BA, Psychology
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley December 2007 - November 2012
Various Television Production Companies June 1984 - December 2007
The Perfect Path Coaching Company March 2000 - September 2003
Skills
Event Planning, Corporate Meetings, Travel Planning, Time Management, Creative Problem Solving, Project Planning, Scheduling, MS Office Suite, Mac OS X, Office Administration, Certified Life Coach –..., Andover, KS, Certified Relationship..., Campbell, CA, Series 7, Series 66, Series 9, Series 10, Social Networking, Process Scheduler, Management, Budgets, Human Resources, Program Management
Education
Ithaca College 1973 — 1977
BA, Psychology
Stevan Paton Stevan Paton's Morgan Stanley Experience April 1992 - January 2009
Job Managing Director, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Paton Bayly Group of Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley April 1992 - January 2009
Loon Mountain Resort October 1988 - April 1992
Skills
Relationship Management, Retirement, Asset Allocation, Estate Investment..., Investment Advisory..., Financial Services, Fixed Income Strategies, Stock Analysis, Tax-Efficient Strategies
Education
Ithaca College 1984 — 1988
B.S. Finance, Economics, Creative Writing
Paton Bayly Group of Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley April 1992 - January 2009
Loon Mountain Resort October 1988 - April 1992
Skills
Relationship Management, Retirement, Asset Allocation, Estate Investment..., Investment Advisory..., Financial Services, Fixed Income Strategies, Stock Analysis, Tax-Efficient Strategies
Education
Ithaca College 1984 — 1988
B.S. Finance, Economics, Creative Writing
Timothy Stone, PMP Timothy Stone, PMP's Morgan Stanley Experience January 2000 - December 2004
Job Business Advisory Services Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP March 2011 - Present
LECG - SMART Business Advisory and Consulting January 2010 - February 2011
Alliance Bernstein Investment August 2008 - June 2009
Pyxis Solutions January 2005 - August 2008
Morgan Stanley January 2000 - December 2004
Fiduciary Trust 1999 - 2000
Skills
Business Analysis, Quality Assurance, Process Improvement, Excel, Documentation, Problem Solving, Change Management, Analysis, Microsoft Office, Data Analysis, Strategic Planning, Visio, PowerPoint, Risk Management, Word, Process Engineering, Team Leadership, SDLC, Budgeting, Requirements Analysis, Financial Analysis, Insurance, Business Process..., Team Building, Business Process, SQL Server, User Acceptance Testing, Databases, Research, Software Project..., Accounting, Program Management, Healthcare, Windows, Compliance, Access, SQL, Requirements Gathering, Gap Analysis, Data Mapping, WBS, SOW, Executing Test Plans, Defect Tracking, Test Execution, Test Estimation, Test Analysis, Non-functional Testing, Trading Applications, UI testing
Education
Ithaca College 2000 — 2003
Bachelor of Arts (B.A.), Business Administration and Finance
Mahwah High School 1996 — 1999
High School Diploma
Grant Thornton LLP March 2011 - Present
LECG - SMART Business Advisory and Consulting January 2010 - February 2011
Alliance Bernstein Investment August 2008 - June 2009
Pyxis Solutions January 2005 - August 2008
Morgan Stanley January 2000 - December 2004
Fiduciary Trust 1999 - 2000
Skills
Business Analysis, Quality Assurance, Process Improvement, Excel, Documentation, Problem Solving, Change Management, Analysis, Microsoft Office, Data Analysis, Strategic Planning, Visio, PowerPoint, Risk Management, Word, Process Engineering, Team Leadership, SDLC, Budgeting, Requirements Analysis, Financial Analysis, Insurance, Business Process..., Team Building, Business Process, SQL Server, User Acceptance Testing, Databases, Research, Software Project..., Accounting, Program Management, Healthcare, Windows, Compliance, Access, SQL, Requirements Gathering, Gap Analysis, Data Mapping, WBS, SOW, Executing Test Plans, Defect Tracking, Test Execution, Test Estimation, Test Analysis, Non-functional Testing, Trading Applications, UI testing
Education
Ithaca College 2000 — 2003
Bachelor of Arts (B.A.), Business Administration and Finance
Mahwah High School 1996 — 1999
High School Diploma
Tracy Goff Tracy Goff's Morgan Stanley Experience April 2012 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
Tracy Goff June 2014 - Present
Morgan Stanley April 2012 - May 2013
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Fixed Income, Finance, Microsoft Exchange, Microsoft Office, Microsoft Office 2003, CRM, Network Administration, Cisco Technologies, Telecommunications, Sales, Computer Repair, SketchUp, Adobe Creative Suite, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
ITT Technical Institute-Youngstown 2007 — 2011
Bachelor of Applied Science (BASc), Computer and Information Systems Security/Information Assurance
ITT Technical Institute-Youngstown 2007 — 2009
Associate of Science (AS), Network and System Administration/Administrator
Tracy Goff June 2014 - Present
Morgan Stanley April 2012 - May 2013
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Fixed Income, Finance, Microsoft Exchange, Microsoft Office, Microsoft Office 2003, CRM, Network Administration, Cisco Technologies, Telecommunications, Sales, Computer Repair, SketchUp, Adobe Creative Suite, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
ITT Technical Institute-Youngstown 2007 — 2011
Bachelor of Applied Science (BASc), Computer and Information Systems Security/Information Assurance
ITT Technical Institute-Youngstown 2007 — 2009
Associate of Science (AS), Network and System Administration/Administrator
Jim Esposito Jim Esposito's Morgan Stanley Experience 1986 - 1995
Job Managing Partner / Summerhill Partners, LLC
Industry Human Resources
Experience
Summerhill Partners, LLC January 2013 - Present
Gulf Stream Asset Management April 2008 - November 2011
Summerhill Partners 2006 - 2008
Wachovia 1995 - 2006
Morgan Stanley 1986 - 1995
Comtrack Incorporated 1984 - 1986
The Chase Manhattan Bank 1981 - 1984
Skills
Succession Planning, Talent Management, Performance Management, Recruiting, Leadership Development, Employee Relations, Human Resources, Deferred Compensation, Leadership, HRIS, Employee Engagement, Strategy, Executive Search, Management, Start-ups, Coaching, Management Consulting, Strategic Planning, Executive Management, Talent Acquisition, Executive Coaching, Mergers & Acquisitions, Business Planning, Organizational Design, Personnel Management, Organizational..., Workforce Planning, Organizational..., HR Consulting, Human Capital, Employee Benefits
Education
Ithaca College
BM
University of Miami
MM
Summerhill Partners, LLC January 2013 - Present
Gulf Stream Asset Management April 2008 - November 2011
Summerhill Partners 2006 - 2008
Wachovia 1995 - 2006
Morgan Stanley 1986 - 1995
Comtrack Incorporated 1984 - 1986
The Chase Manhattan Bank 1981 - 1984
Skills
Succession Planning, Talent Management, Performance Management, Recruiting, Leadership Development, Employee Relations, Human Resources, Deferred Compensation, Leadership, HRIS, Employee Engagement, Strategy, Executive Search, Management, Start-ups, Coaching, Management Consulting, Strategic Planning, Executive Management, Talent Acquisition, Executive Coaching, Mergers & Acquisitions, Business Planning, Organizational Design, Personnel Management, Organizational..., Workforce Planning, Organizational..., HR Consulting, Human Capital, Employee Benefits
Education
Ithaca College
BM
University of Miami
MM
Thomas Li Thomas Li's Morgan Stanley Experience May 2011 - June 2011
Job Product Management Coordinator at Halogen Software
Industry Marketing and Advertising
Experience
Aimia Inc 2013 - 2013
Dino Trading Company 2012 - 2013
TD Bank Group January 2012 - August 2012
HSBC May 2011 - July 2011
Morgan Stanley May 2011 - June 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Bachelor of Arts (B.A.)
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.), Honors Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.)
Webber Academy 2006 — 2010
High School Diploma
Aimia Inc 2013 - 2013
Dino Trading Company 2012 - 2013
TD Bank Group January 2012 - August 2012
HSBC May 2011 - July 2011
Morgan Stanley May 2011 - June 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Bachelor of Arts (B.A.)
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.), Honors Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.)
Webber Academy 2006 — 2010
High School Diploma
Julie Young Julie Young's Morgan Stanley Experience February 2005 - June 2006
Job Sr. Manager, Recruiting at Green Dot Corporation
Industry
Experience
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Ashley Galvin Ashley Galvin's Morgan Stanley Experience September 2008 - July 2011
Job MBA Candidate; Controller, Senior Analyst at HighTower, VWG Wealth Management
Industry Financial Services
Experience
HighTower, VWG Wealth Management July 2011 - Present
Morgan Stanley September 2008 - July 2011
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement Planning, Investment Strategies, Small Business, Investments, Securities, Investment Advisory, Strategic Financial..., Equities, Bloomberg, Portfolio Management, Series 63, Asset Management, Financial Advisory, Estate Planning, Uniform Combined State..., Private Equity, Valuation, FINRA, Financial Services, Capital Markets, Investment Management, Fixed Income
Education
James Madison University 2004 — 2008
Bachelors; Bachelor of Arts, Business Administration; Modern Foreign Language; International Business; Spanish
George Mason University - School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration
HighTower, VWG Wealth Management July 2011 - Present
Morgan Stanley September 2008 - July 2011
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement Planning, Investment Strategies, Small Business, Investments, Securities, Investment Advisory, Strategic Financial..., Equities, Bloomberg, Portfolio Management, Series 63, Asset Management, Financial Advisory, Estate Planning, Uniform Combined State..., Private Equity, Valuation, FINRA, Financial Services, Capital Markets, Investment Management, Fixed Income
Education
James Madison University 2004 — 2008
Bachelors; Bachelor of Arts, Business Administration; Modern Foreign Language; International Business; Spanish
George Mason University - School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration
Beth Handy's Morgan Stanley Experience August 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
St. Mary's College of Maryland September 2012 - June 2013
Downtown Sailing Center May 2011 - August 2011
American Pool Enterprises, Inc May 2007 - August 2010
Skills
Econometrics, Corporate Finance, Interpersonal..., Analytical Background, Communication, Organization Skills, Mathematics, Mathematical Economics, Economic Forecasting, Teamwork, Economics, Statistics
Education
Bel Air High School 2005 — 2009
James Cook University 2011 — 2011
Economics
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts in Economics, Minor in Mathematics
Morgan Stanley August 2013 - Present
St. Mary's College of Maryland September 2012 - June 2013
Downtown Sailing Center May 2011 - August 2011
American Pool Enterprises, Inc May 2007 - August 2010
Skills
Econometrics, Corporate Finance, Interpersonal..., Analytical Background, Communication, Organization Skills, Mathematics, Mathematical Economics, Economic Forecasting, Teamwork, Economics, Statistics
Education
Bel Air High School 2005 — 2009
James Cook University 2011 — 2011
Economics
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts in Economics, Minor in Mathematics
Robert Schoenfeld's Morgan Stanley Experience 1986 - 2001
Job CEO & CIO at RAS Capital
Industry Financial Services
Experience
RAS Capital 2013 - Present
UBS Financial Services 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Investment Management, Finance, Risk Management, Financial Modeling, Financial Analysis, Mutual Funds, Investments, Wealth Management, Securities, Microsoft Office, Financial Risk, Financial Advisory, Fixed Income, Banking, Investment Advisory, Capital Markets, Investment Strategies, Series 7, Private Equity, Financial Markets, Options, Bonds, Trading
Education
University of North Florida 1979 — 1981
M.B.A., Finance
Jacksonville University 1976 — 1979
B.S., marketing and management
RAS Capital 2013 - Present
UBS Financial Services 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Investment Management, Finance, Risk Management, Financial Modeling, Financial Analysis, Mutual Funds, Investments, Wealth Management, Securities, Microsoft Office, Financial Risk, Financial Advisory, Fixed Income, Banking, Investment Advisory, Capital Markets, Investment Strategies, Series 7, Private Equity, Financial Markets, Options, Bonds, Trading
Education
University of North Florida 1979 — 1981
M.B.A., Finance
Jacksonville University 1976 — 1979
B.S., marketing and management
Michael Greenfield's Morgan Stanley Experience December 2013 - January 2014
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Bosse Sports and Health Club June 2015 - Present
Joint Ventures Physical Therapy and Fitness August 2014 - June 2015
Ithaca College September 2013 - May 2014
Morgan Stanley December 2013 - January 2014
Pure Encapsulations June 2013 - August 2013
Sudbury Swim & Tennis May 2009 - August 2013
Spaulding Rehabilitation Hospital January 2008 - March 2009
Skills
ACSM Certified Personal..., CPR Certified, Microsoft Office, ACSM, Fitness, Analysis, Weight Training
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Bosse Sports and Health Club June 2015 - Present
Joint Ventures Physical Therapy and Fitness August 2014 - June 2015
Ithaca College September 2013 - May 2014
Morgan Stanley December 2013 - January 2014
Pure Encapsulations June 2013 - August 2013
Sudbury Swim & Tennis May 2009 - August 2013
Spaulding Rehabilitation Hospital January 2008 - March 2009
Skills
ACSM Certified Personal..., CPR Certified, Microsoft Office, ACSM, Fitness, Analysis, Weight Training
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Alex Graham Alex Graham's Morgan Stanley Experience June 2006 - April 2012
Job Managing Director, Head of Communications, Media & Technology Investment Banking at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets April 2012 - Present
Writers' Trust of Canada 2011 - Present
Canada's National History Society 2011 - Present
Liberal Party of Canada January 2012 - August 2013
Morgan Stanley June 2006 - April 2012
Citigroup 2002 - 2006
DLJ 1998 - 2000
Alex. Brown 1997 - 1998
Salomon Brothers - London 1991 - 1998
Salomon Brothers 1986 - 1997
Skills
IPO, Leveraged Finance, Mergers, Investment Banking, Strategic Advisory, Equity Capital Markets, Capital Markets, LBO, Financial Structuring, Investments, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Valuation, Corporate Finance, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA, Finance, With Distinction, Dean's List
University of Toronto - University of Trinity College 1982 — 1986
BA, History & English
Ashbury 1979 — 1982
RBC Capital Markets April 2012 - Present
Writers' Trust of Canada 2011 - Present
Canada's National History Society 2011 - Present
Liberal Party of Canada January 2012 - August 2013
Morgan Stanley June 2006 - April 2012
Citigroup 2002 - 2006
DLJ 1998 - 2000
Alex. Brown 1997 - 1998
Salomon Brothers - London 1991 - 1998
Salomon Brothers 1986 - 1997
Skills
IPO, Leveraged Finance, Mergers, Investment Banking, Strategic Advisory, Equity Capital Markets, Capital Markets, LBO, Financial Structuring, Investments, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Valuation, Corporate Finance, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA, Finance, With Distinction, Dean's List
University of Toronto - University of Trinity College 1982 — 1986
BA, History & English
Ashbury 1979 — 1982
Michael Frappier Michael Frappier's Morgan Stanley Experience June 2009 - May 2011
Job VP, Reengineering Process Manager at Citigroup Technology Infrastructure
Industry Financial Services
Experience
Citi October 2013 - Present
Citigroup Global Markets Inc. May 2011 - October 2013
Morgan Stanley June 2009 - May 2011
Morgan Stanley December 2006 - June 2009
Morgan Stanley March 2000 - December 2006
Thomson Financial June 1995 - March 2000
Skills
Business Analysis, Business Transformation, Lean Transformation, Lean Thinking, Finance, Six Sigma, Financial Reporting, Corporate Finance, Analysis, Financial Modeling, Accounting, Capital Markets, Budgets, Investment Banking, Investments, Management, Expense Management, Process Improvement, Metrics, Auditing, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Forecasting, Variance Analysis, Visio, Asset Managment, Budgeting, Financial Risk, Internal Audit, Financial Services, Equities, Fixed Income, Communication, Derivatives, Project Rollouts, Project Management, Project Planning, Global Rollouts, Lean Tools, Asset Management
Education
Ithaca College 1991 — 1995
BS, Finance
Citi October 2013 - Present
Citigroup Global Markets Inc. May 2011 - October 2013
Morgan Stanley June 2009 - May 2011
Morgan Stanley December 2006 - June 2009
Morgan Stanley March 2000 - December 2006
Thomson Financial June 1995 - March 2000
Skills
Business Analysis, Business Transformation, Lean Transformation, Lean Thinking, Finance, Six Sigma, Financial Reporting, Corporate Finance, Analysis, Financial Modeling, Accounting, Capital Markets, Budgets, Investment Banking, Investments, Management, Expense Management, Process Improvement, Metrics, Auditing, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Forecasting, Variance Analysis, Visio, Asset Managment, Budgeting, Financial Risk, Internal Audit, Financial Services, Equities, Fixed Income, Communication, Derivatives, Project Rollouts, Project Management, Project Planning, Global Rollouts, Lean Tools, Asset Management
Education
Ithaca College 1991 — 1995
BS, Finance
Rahim Hadi Rahim Hadi's Morgan Stanley Experience May 2011 - August 2011
Job Analyst at 3G Capital
Industry Investment Management
Experience
3G Capital July 2014 - Present
TD Securities August 2012 - July 2014
Aga Khan Agency for Microfinance May 2012 - July 2012
Morgan Stanley May 2011 - August 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
HBA, Finance
3G Capital July 2014 - Present
TD Securities August 2012 - July 2014
Aga Khan Agency for Microfinance May 2012 - July 2012
Morgan Stanley May 2011 - August 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
HBA, Finance
Rachel Hart Rachel Hart's Morgan Stanley Experience June 2011 - January 2013
Job Country Risk Enhanced Stress and Risk Metrics Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley June 2011 - January 2013
Portfolio Performance: A Scenario Analysis of Portfolio Optimization & Alpha Investigation January 2011 - December 2012
Ithaca College September 2010 - May 2011
Ithaca College Real Time Fund August 2010 - May 2011
Deans' Hosts Organization May 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Eastman Savings and Loan May 2009 - August 2009
Skills
Excel, Thomson One, Bloomberg Terminal, Photoshop, Adobe Creative Suite, Eviews, PowerPoint, Microsoft Excel, Thompson One, Financial Analysis, VBA, Bloomberg, Finance, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters in Finance, Finance, General
Ithaca College 2007 — 2011
Bachelor of Science, Concentrations in Finance and Accounting
J.P. Morgan September 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley June 2011 - January 2013
Portfolio Performance: A Scenario Analysis of Portfolio Optimization & Alpha Investigation January 2011 - December 2012
Ithaca College September 2010 - May 2011
Ithaca College Real Time Fund August 2010 - May 2011
Deans' Hosts Organization May 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Eastman Savings and Loan May 2009 - August 2009
Skills
Excel, Thomson One, Bloomberg Terminal, Photoshop, Adobe Creative Suite, Eviews, PowerPoint, Microsoft Excel, Thompson One, Financial Analysis, VBA, Bloomberg, Finance, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters in Finance, Finance, General
Ithaca College 2007 — 2011
Bachelor of Science, Concentrations in Finance and Accounting
Keia K. Holt's Morgan Stanley Experience August 1997 - October 2012
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Insurance
Experience
Nationwide Insurance October 2012 - Present
Morgan Stanley August 1997 - October 2012
Skills
Leadership, Public Speaking, Customer Service, Leadership Development
Education
Mount Vernon Nazarene University 2011 — 2012
Master of Business Administration (MBA), Finance, General, Summa Cum Laude
Jackson State University 1990 — 1995
Bachelor of Science (B.S.), Mass Communication/Media Studies, Cum Laude
Nationwide Insurance October 2012 - Present
Morgan Stanley August 1997 - October 2012
Skills
Leadership, Public Speaking, Customer Service, Leadership Development
Education
Mount Vernon Nazarene University 2011 — 2012
Master of Business Administration (MBA), Finance, General, Summa Cum Laude
Jackson State University 1990 — 1995
Bachelor of Science (B.S.), Mass Communication/Media Studies, Cum Laude
Yeana Hyun Yeana Hyun's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Barclays Capital July 2012 - July 2014
McGraw-Hill Higher Education August 2011 - September 2011
McGraw-Hill Higher Education June 2011 - August 2011
IBM August 2010 - December 2010
Grassroots Campaigns June 2009 - August 2009
Skills
Facebook, Social Networking, Social Media, Marketing Strategy, Marketing, Financial Analysis, Microsoft Office, PowerPoint, Analysis
Education
Ithaca College 2008 — 2012
BA
Morgan Stanley August 2014 - Present
Barclays Capital July 2012 - July 2014
McGraw-Hill Higher Education August 2011 - September 2011
McGraw-Hill Higher Education June 2011 - August 2011
IBM August 2010 - December 2010
Grassroots Campaigns June 2009 - August 2009
Skills
Facebook, Social Networking, Social Media, Marketing Strategy, Marketing, Financial Analysis, Microsoft Office, PowerPoint, Analysis
Education
Ithaca College 2008 — 2012
BA
Sean Hollern Sean Hollern's Morgan Stanley Experience June 2012 - Present
Job Interest Rate Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Madison Investment Fund August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
EJF Alternative Asset Management May 2010 - August 2010
Simplexity May 2009 - July 2009
Skills
Financial Analysis, Finance, Portfolio Management, Fixed Income, Trading, Sales, Asset Management, Bloomberg, Credit, Financial Modeling, Equities, Valuation, Capital Markets, Training, Derivatives
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2012 - Present
Madison Investment Fund August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
EJF Alternative Asset Management May 2010 - August 2010
Simplexity May 2009 - July 2009
Skills
Financial Analysis, Finance, Portfolio Management, Fixed Income, Trading, Sales, Asset Management, Bloomberg, Credit, Financial Modeling, Equities, Valuation, Capital Markets, Training, Derivatives
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Scott Guibord Scott Guibord's Morgan Stanley Experience January 2013 - August 2014
Job Consultant at Morgan Stanley
Industry Utilities
Experience
Morgan Stanley January 2013 - August 2014
Watson, Stevens, Rutter & Roy, LLP April 2012 - December 2012
PSEG (Public Service Enterprise Group Incorporated) April 2007 - March 2010
NJ Schools Development Authority 2005 - 2007
PSEG Global L.L.C. (a PSEG subsidiary} 2003 - 2005
GPU (General Public Utilities Inc.) 1996 - 2002
(a GPU Subsidiary) 1996 - 1999
GPU Service Corporation (a GPU subsidiary) 1993 - 1996
Jersey Central Power & Light Company (a GPU subsidiary) 1980 - June 1993
Skills
Compliance, Corporate Governance, Audit, Corporate Law, Divestitures, Auditing, Policy, Internal Audit, Risk Management, Licensing, Management, Leadership, Financial Analysis, Software Documentation, Process Improvement, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Energy, Mergers, Budgets, Contract Management, Governance, Finance, Civil Litigation, Business Planning, Intellectual Property, Investments, Negotiation, Project Finance, Employee Benefits, Employment Law, Restructuring, Executive Management, Strategy, Portfolio Management, Tax
Education
Seton Hall University School of Law 1976 — 1979
J.D., Law (Evening Division}
Ithaca College
B.S., Business Administration, Magna Cum Laude
Morristown-Beard School
College Prep
Professional Programs
Morgan Stanley January 2013 - August 2014
Watson, Stevens, Rutter & Roy, LLP April 2012 - December 2012
PSEG (Public Service Enterprise Group Incorporated) April 2007 - March 2010
NJ Schools Development Authority 2005 - 2007
PSEG Global L.L.C. (a PSEG subsidiary} 2003 - 2005
GPU (General Public Utilities Inc.) 1996 - 2002
(a GPU Subsidiary) 1996 - 1999
GPU Service Corporation (a GPU subsidiary) 1993 - 1996
Jersey Central Power & Light Company (a GPU subsidiary) 1980 - June 1993
Skills
Compliance, Corporate Governance, Audit, Corporate Law, Divestitures, Auditing, Policy, Internal Audit, Risk Management, Licensing, Management, Leadership, Financial Analysis, Software Documentation, Process Improvement, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Energy, Mergers, Budgets, Contract Management, Governance, Finance, Civil Litigation, Business Planning, Intellectual Property, Investments, Negotiation, Project Finance, Employee Benefits, Employment Law, Restructuring, Executive Management, Strategy, Portfolio Management, Tax
Education
Seton Hall University School of Law 1976 — 1979
J.D., Law (Evening Division}
Ithaca College
B.S., Business Administration, Magna Cum Laude
Morristown-Beard School
College Prep
Professional Programs
Greg Hollmann Greg Hollmann's Morgan Stanley Experience March 2002 - October 2003
Job Owner at Sharp Hamptons
Industry Consumer Services
Experience
Sharp Hamptons January 2015 - Present
Datacolor December 2014 - Present
Greg Hollmann Photography June 1992 - Present
Hasselblad Bron October 2013 - November 2014
Datacolor January 2013 - October 2013
Seacoast Enterprises Associates June 2011 - April 2013
MINDBODY, Inc. January 2012 - June 2012
Hasselblad USA March 2004 - September 2010
Mensa process July 2010 - August 2010
Morgan Stanley March 2002 - October 2003
Skills
Digital photography, Software Training, Sales Management, Photography, Digital Imaging, Commercial Photography, Sales, Portrait Photography, Photoshop, Social Media, Marketing, Lightroom, Event Photography, Customer Service, Adobe Creative Suite, Marketing Strategy, Advertising, Fine Art Photography, Product Management, Graphic Design, Mac, Public Relations, Account Management, Digital Photography, Computer Software..., Video, Editorial, Art Direction, Art, Management, Studio Photography, Fine Art, Photos, Lighting, Image Manipulation, Portraits, Image Editing, Color Management, Travel Photography, Wedding Photography, Studio Lighting, Photojournalism, Architectural..., Digital Asset Management, Videography
Education
Ithaca College 1988 — 1992
BS, Cinema and Photography
Cheshire Academy 1979 — 1990
Sharp Hamptons January 2015 - Present
Datacolor December 2014 - Present
Greg Hollmann Photography June 1992 - Present
Hasselblad Bron October 2013 - November 2014
Datacolor January 2013 - October 2013
Seacoast Enterprises Associates June 2011 - April 2013
MINDBODY, Inc. January 2012 - June 2012
Hasselblad USA March 2004 - September 2010
Mensa process July 2010 - August 2010
Morgan Stanley March 2002 - October 2003
Skills
Digital photography, Software Training, Sales Management, Photography, Digital Imaging, Commercial Photography, Sales, Portrait Photography, Photoshop, Social Media, Marketing, Lightroom, Event Photography, Customer Service, Adobe Creative Suite, Marketing Strategy, Advertising, Fine Art Photography, Product Management, Graphic Design, Mac, Public Relations, Account Management, Digital Photography, Computer Software..., Video, Editorial, Art Direction, Art, Management, Studio Photography, Fine Art, Photos, Lighting, Image Manipulation, Portraits, Image Editing, Color Management, Travel Photography, Wedding Photography, Studio Lighting, Photojournalism, Architectural..., Digital Asset Management, Videography
Education
Ithaca College 1988 — 1992
BS, Cinema and Photography
Cheshire Academy 1979 — 1990
Caitlin Gechter Caitlin Gechter's Morgan Stanley Experience June 2008 - May 2009
Job Production Manager at CBS Sports Network
Industry Broadcast Media
Experience
CBS Sports Network February 2012 - Present
NFL Films 2009 - 2012
Morgan Stanley June 2008 - May 2009
Skills
Television, Video Production, Broadcast, Post Production, Media Production, Production Managment, Film Production, Documentaries, Camera, Film, Entertainment, Event Management, Avid, Social Media, Video, Video Editing, Broadcast Television, Digital Media, Editing, HD Video, New Media, Videography, Social Media Marketing
Education
James Madison University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
CBS Sports Network February 2012 - Present
NFL Films 2009 - 2012
Morgan Stanley June 2008 - May 2009
Skills
Television, Video Production, Broadcast, Post Production, Media Production, Production Managment, Film Production, Documentaries, Camera, Film, Entertainment, Event Management, Avid, Social Media, Video, Video Editing, Broadcast Television, Digital Media, Editing, HD Video, New Media, Videography, Social Media Marketing
Education
James Madison University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Akil Fernando's Morgan Stanley Experience June 2015 - August 2015
Job HBA Candidate, Ivey Business School
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Deloitte January 2014 - April 2014
RBC Financial Group May 2013 - August 2013
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honors Business Administration
University of Waterloo 2012 — 2014
Bachelor of Accounting & Financial Management, Honors Co-op
Morgan Stanley June 2015 - August 2015
Deloitte January 2014 - April 2014
RBC Financial Group May 2013 - August 2013
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honors Business Administration
University of Waterloo 2012 — 2014
Bachelor of Accounting & Financial Management, Honors Co-op
Marc Orloff Marc Orloff's Morgan Stanley Experience August 2000 - February 2011
Job VP at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2011 - Present
Morgan Stanley August 2000 - February 2011
Boston August 1997 - August 2000
Education
Ithaca College 1990 — 1994
edgemont high
J.P. Morgan February 2011 - Present
Morgan Stanley August 2000 - February 2011
Boston August 1997 - August 2000
Education
Ithaca College 1990 — 1994
edgemont high
Victor Shaw Victor Shaw's Morgan Stanley Experience June 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2013 - Present
Goldman Sachs May 2012 - August 2012
Citi May 2011 - August 2011
Shenzhen Stock Exchange July 2010 - August 2010
China Southern Fund Management Co. Ltd May 2010 - June 2010
Skills
Microsoft Office, Teamwork, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, PowerPoint, Leadership, Customer Service, Valuation, Time Management, Microsoft Word
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2013
Bachelor of Arts, Honors Business Administration, with Distinction
The University of Western Ontario 2008 — 2013
Bachelor of Engineering Science, Electrical Engineering, with Distinction
Morgan Stanley June 2013 - Present
Goldman Sachs May 2012 - August 2012
Citi May 2011 - August 2011
Shenzhen Stock Exchange July 2010 - August 2010
China Southern Fund Management Co. Ltd May 2010 - June 2010
Skills
Microsoft Office, Teamwork, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, PowerPoint, Leadership, Customer Service, Valuation, Time Management, Microsoft Word
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2013
Bachelor of Arts, Honors Business Administration, with Distinction
The University of Western Ontario 2008 — 2013
Bachelor of Engineering Science, Electrical Engineering, with Distinction
Temi Fadeyi's Morgan Stanley Experience July 2014 - August 2015
Job Analyst
Industry Luxury Goods & Jewelry
Experience
Morgan Stanley July 2014 - August 2015
Steben & Company, Inc. September 2013 - July 2014
Metroventures USA, Inc. August 2013 - September 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2010 - May 2013
NOAA June 2008 - January 2012
NOAA June 2008 - August 2008
Skills
Microsoft Office 2008..., Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Event Planning, Social Media, Data Analysis, Fundraising, Access, OS X, Time Management, Program Development, Data Entry, Research, Statistics, Data Reporting, Event Management, Leadership, Social Networking, Accounts Payable, Editing, Microsoft Office 2007, Confidentiality
Education
University of Miami - School of Business 2015 — 2017
Master of Business Administration (MBA)
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts (B.A.), Economics
James Cook University 2012 — 2012
Morgan Stanley July 2014 - August 2015
Steben & Company, Inc. September 2013 - July 2014
Metroventures USA, Inc. August 2013 - September 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2010 - May 2013
NOAA June 2008 - January 2012
NOAA June 2008 - August 2008
Skills
Microsoft Office 2008..., Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Event Planning, Social Media, Data Analysis, Fundraising, Access, OS X, Time Management, Program Development, Data Entry, Research, Statistics, Data Reporting, Event Management, Leadership, Social Networking, Accounts Payable, Editing, Microsoft Office 2007, Confidentiality
Education
University of Miami - School of Business 2015 — 2017
Master of Business Administration (MBA)
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts (B.A.), Economics
James Cook University 2012 — 2012
Kevin Nash Kevin Nash's Morgan Stanley Experience 1996 - 1998
Job Sales & Property Tax Manager at CarMax
Industry Retail
Experience
CarMax November 1998 - Present
Morgan Stanley 1996 - 1998
Skills
Accounting, Accounts Payable, Sales Tax, Property Tax, Licensing, Account Reconciliation, Financial Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, GAAP
Education
Ithaca College 1992 — 1996
Bachelor of Science (BS), Accounting
CarMax November 1998 - Present
Morgan Stanley 1996 - 1998
Skills
Accounting, Accounts Payable, Sales Tax, Property Tax, Licensing, Account Reconciliation, Financial Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, GAAP
Education
Ithaca College 1992 — 1996
Bachelor of Science (BS), Accounting
Seth Murphy's Morgan Stanley Experience May 1999 - January 2001
Job Retail Assets Market Advisor / Vice President at PNC Bank
Industry Banking
Experience
PNC December 2012 - Present
Wells Fargo July 2008 - December 2012
Wells Fargo / Wachovia November 2006 - July 2008
Wells Fargo / Wachovia September 2002 - November 2006
Verizon Information Services February 2001 - August 2002
Morgan Stanley May 1999 - January 2001
Skills
·NASD Securities..., ·Life Insurance..., Banking, Credit, Finance, Fixed Annuities, Insurance, Investments, Leadership, Sales, Customer Service, Management
Education
Jacksonville State University 1994 — 1999
Bachelor of Science (BS), Finance
Cedartown High School 1990 — 1994
PNC December 2012 - Present
Wells Fargo July 2008 - December 2012
Wells Fargo / Wachovia November 2006 - July 2008
Wells Fargo / Wachovia September 2002 - November 2006
Verizon Information Services February 2001 - August 2002
Morgan Stanley May 1999 - January 2001
Skills
·NASD Securities..., ·Life Insurance..., Banking, Credit, Finance, Fixed Annuities, Insurance, Investments, Leadership, Sales, Customer Service, Management
Education
Jacksonville State University 1994 — 1999
Bachelor of Science (BS), Finance
Cedartown High School 1990 — 1994
Matthew Slahta Matthew Slahta's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Horizon Capital Solutions 2012 - April 2013
Toronto Blue Jays April 2012 - August 2012
nagel + associates May 2011 - August 2011
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration (HBA)
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Horizon Capital Solutions 2012 - April 2013
Toronto Blue Jays April 2012 - August 2012
nagel + associates May 2011 - August 2011
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration (HBA)
Beth Chunn's Morgan Stanley Experience 1999 - 2003
Job General Manager at Rasmussen Reports
Industry Financial Services
Experience
Rasmussen Reports January 2014 - Present
Rasmussen Reports August 2010 - January 2014
Meridian Health November 2005 - July 2010
Merrill Lynch 2003 - 2005
Morgan Stanley 1999 - 2003
Merrill Lynch September 1998 - May 1999
Asbury Park Press August 1997 - September 1998
The Weather Channel October 1995 - July 1997
Skills
Marketing Strategy, Copywriting, Marketing, Social Media, Press Releases, Management, Social Media Marketing, Content Strategy, Public Relations, Marketing Communications, Advertising, Strategic Planning, Acquisition Marketing, Customer Retention, Retention Strategies, Customer Relations, Data Analysis, Reporting & Analysis, Product Marketing, Team Management, Problem Solving, Project Management, Integrated Marketing, Direct Mail, Program Management, Creative Direction, Sales, Internal Communications, Online Advertising, Online Marketing, Web Content
Education
Ithaca College 1991 — 1995
Bachelor of Arts
Rasmussen Reports January 2014 - Present
Rasmussen Reports August 2010 - January 2014
Meridian Health November 2005 - July 2010
Merrill Lynch 2003 - 2005
Morgan Stanley 1999 - 2003
Merrill Lynch September 1998 - May 1999
Asbury Park Press August 1997 - September 1998
The Weather Channel October 1995 - July 1997
Skills
Marketing Strategy, Copywriting, Marketing, Social Media, Press Releases, Management, Social Media Marketing, Content Strategy, Public Relations, Marketing Communications, Advertising, Strategic Planning, Acquisition Marketing, Customer Retention, Retention Strategies, Customer Relations, Data Analysis, Reporting & Analysis, Product Marketing, Team Management, Problem Solving, Project Management, Integrated Marketing, Direct Mail, Program Management, Creative Direction, Sales, Internal Communications, Online Advertising, Online Marketing, Web Content
Education
Ithaca College 1991 — 1995
Bachelor of Arts
Lorraine Marsh Lorraine Marsh's Morgan Stanley Experience November 2013 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley November 2013 - Present
RBS Securities Inc. 2009 - November 2013
ABN AMRO Incorporated 1999 - 2009
Ketchum Public Relations 1998 - 1999
PaineWebber 1991 - 1998
Skills
Investment Banking, Market Data, Financial Services, Start-ups, Financial Markets, Strategy, Market Research, Vendor Management, Business Analysis, Analysis, Portfolio Management, Banking, Derivatives
Education
Ithaca College
B.A., Political Science
Long Island University, C.W. Post Campus
M.S.L.S., Library and Information Science
Morgan Stanley November 2013 - Present
RBS Securities Inc. 2009 - November 2013
ABN AMRO Incorporated 1999 - 2009
Ketchum Public Relations 1998 - 1999
PaineWebber 1991 - 1998
Skills
Investment Banking, Market Data, Financial Services, Start-ups, Financial Markets, Strategy, Market Research, Vendor Management, Business Analysis, Analysis, Portfolio Management, Banking, Derivatives
Education
Ithaca College
B.A., Political Science
Long Island University, C.W. Post Campus
M.S.L.S., Library and Information Science
R Andrew de Pass, CFA R Andrew de Pass, CFA's Morgan Stanley Experience June 1989 - April 1996
Job Chief Executive Officer at Conergy
Industry Renewables & Environment
Experience
Conergy March 2015 - Present
Kawa Solar Holdings, Ltd. (the "Conergy Group") August 2013 - March 2015
Kawa Capital Management April 2013 - March 2015
Kawa Capital Management December 2011 - April 2013
AdP Capital Advisors, LLC January 2011 - April 2013
Greentech Capital Advisors June 2009 - March 2011
Citi Sustainable Development Investments January 2007 - March 2009
Citi Venture Capital International April 1996 - January 2007
Morgan Stanley June 1989 - April 1996
Skills
Private Equity, Venture Capital, Investments, Asset Management, Renewable Energy, Mergers, Water, Hedge Funds, Growth Capital, Solar Energy, Corporate Finance, Due Diligence, Equities, Finance, Management, Mergers, Start-ups, Strategy
Education
The University of Western Ontario - Ivey School of Business 1985 — 1989
Honors Business Administration, Business Administration and Management, General
Conergy March 2015 - Present
Kawa Solar Holdings, Ltd. (the "Conergy Group") August 2013 - March 2015
Kawa Capital Management April 2013 - March 2015
Kawa Capital Management December 2011 - April 2013
AdP Capital Advisors, LLC January 2011 - April 2013
Greentech Capital Advisors June 2009 - March 2011
Citi Sustainable Development Investments January 2007 - March 2009
Citi Venture Capital International April 1996 - January 2007
Morgan Stanley June 1989 - April 1996
Skills
Private Equity, Venture Capital, Investments, Asset Management, Renewable Energy, Mergers, Water, Hedge Funds, Growth Capital, Solar Energy, Corporate Finance, Due Diligence, Equities, Finance, Management, Mergers, Start-ups, Strategy
Education
The University of Western Ontario - Ivey School of Business 1985 — 1989
Honors Business Administration, Business Administration and Management, General
Eric Dieterich Eric Dieterich's Morgan Stanley Experience 2004 - 2006
Job Partner at Sunera LLC
Industry Information Technology and Services
Experience
Sunera LLC May 2006 - Present
Morgan Stanley 2004 - 2006
Ernst & Young 2003 - 2004
Arthur Andersen 2001 - 2003
Skills
Data Privacy, CISA, Compliance, Security, CIPP, IT Audit, HIPAA, IT Governance, Risk Assessment, IT Risk, Risk Mitigation, COBIT, ISO 27001, Compliance Audits, Governance, GLBA, Internal Audit, Risk Management, Internal Controls, Corporate Governance, IT Strategy, SAS70, Information Security, PCI DSS, Information Technology, Information Security...
Education
James Madison University 1997 — 2001
Bachelor of Science, Integrated Science and Technology
Sunera LLC May 2006 - Present
Morgan Stanley 2004 - 2006
Ernst & Young 2003 - 2004
Arthur Andersen 2001 - 2003
Skills
Data Privacy, CISA, Compliance, Security, CIPP, IT Audit, HIPAA, IT Governance, Risk Assessment, IT Risk, Risk Mitigation, COBIT, ISO 27001, Compliance Audits, Governance, GLBA, Internal Audit, Risk Management, Internal Controls, Corporate Governance, IT Strategy, SAS70, Information Security, PCI DSS, Information Technology, Information Security...
Education
James Madison University 1997 — 2001
Bachelor of Science, Integrated Science and Technology
Steven Lo Steven Lo's Morgan Stanley Experience June 2014 - August 2014
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
Gestalt Equity Partners May 2013 - August 2013
Aviva Canada May 2012 - August 2013
Scotiabank July 2011 - September 2011
Skills
Business Analysis, Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Team Leadership, Teamwork, Leadership, Microsoft Excel, Analytical Skills, Analytics, Valuation
Education
Ivey Business School at Western University 2011 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
Gestalt Equity Partners May 2013 - August 2013
Aviva Canada May 2012 - August 2013
Scotiabank July 2011 - September 2011
Skills
Business Analysis, Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Team Leadership, Teamwork, Leadership, Microsoft Excel, Analytical Skills, Analytics, Valuation
Education
Ivey Business School at Western University 2011 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Brendan goodspeed Brendan goodspeed's Morgan Stanley Experience October 2006 - April 2008
Job Trader at Chimera Securities
Industry
Experience
Chimera Securities May 2011 - Present
Madison Trading April 2008 - March 2011
Morgan stanley October 2006 - April 2008
Skills
Trading, Portfolio Management, Derivatives, Hedge Funds, Bloomberg, Equities, Equity Trading, Asset Management, Proprietary Trading, Series 7, Securities, Options
Education
Ithaca College 2001 — 2005
BS, Finance
Chimera Securities May 2011 - Present
Madison Trading April 2008 - March 2011
Morgan stanley October 2006 - April 2008
Skills
Trading, Portfolio Management, Derivatives, Hedge Funds, Bloomberg, Equities, Equity Trading, Asset Management, Proprietary Trading, Series 7, Securities, Options
Education
Ithaca College 2001 — 2005
BS, Finance
Kyle Sickles Kyle Sickles's Morgan Stanley Experience June 2006 - November 2007
Job Vice President Performance Measurement and Analysis at Smith Breeden Associates
Industry Investment Management
Experience
Smith Breeden Associates November 2007 - Present
Morgan Stanley June 2006 - November 2007
Education
James Madison University
Bachelor of Business Administration (BBA), Finance
Smith Breeden Associates November 2007 - Present
Morgan Stanley June 2006 - November 2007
Education
James Madison University
Bachelor of Business Administration (BBA), Finance
Justin Rivera Justin Rivera's Morgan Stanley Experience October 2014 - Present
Job Wealth Investment Management Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Fingerlakes Wealth Management March 2014 - May 2014
Ithaca College August 2013 - May 2014
Mu Alpha Chapter of Beta Alpha Psi January 2013 - May 2014
Ithaca College October 2013 - March 2014
Finish Line Co July 2009 - May 2013
Skills
Microsoft Excel, Direct Sales, Microsoft Office, Spanish-English, Team Leadership, Selling, Analysis, Finance, Sales, Microsoft Word, PowerPoint, Teamwork, Investments
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Business Administration
Morgan Stanley October 2014 - Present
Fingerlakes Wealth Management March 2014 - May 2014
Ithaca College August 2013 - May 2014
Mu Alpha Chapter of Beta Alpha Psi January 2013 - May 2014
Ithaca College October 2013 - March 2014
Finish Line Co July 2009 - May 2013
Skills
Microsoft Excel, Direct Sales, Microsoft Office, Spanish-English, Team Leadership, Selling, Analysis, Finance, Sales, Microsoft Word, PowerPoint, Teamwork, Investments
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Business Administration
Bernard Opoku Bernard Opoku's Morgan Stanley Experience April 2010 - August 2011
Job Global Financial Analyst (Specialties Businesses) at EMCC
Industry Oil & Energy
Experience
ExxonMobil October 2014 - Present
Morgan Stanley April 2010 - August 2011
Fairfax County Government 2009 - 2011
Merrill Lynch October 2007 - December 2008
National Football League (NFL) 2007 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, Public Speaking, Teamwork, Matlab, Portfolio Management, Investments, Mandarin
Education
University of North Carolina at Chapel Hill 2012 — 2014
MBA, Accounting and Finance
Jacksonville University 2001 — 2006
Bachelors of Science, Finance and Aviation Management, 3.5
ExxonMobil October 2014 - Present
Morgan Stanley April 2010 - August 2011
Fairfax County Government 2009 - 2011
Merrill Lynch October 2007 - December 2008
National Football League (NFL) 2007 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, Public Speaking, Teamwork, Matlab, Portfolio Management, Investments, Mandarin
Education
University of North Carolina at Chapel Hill 2012 — 2014
MBA, Accounting and Finance
Jacksonville University 2001 — 2006
Bachelors of Science, Finance and Aviation Management, 3.5
Heath Grossman, CFP® Heath Grossman, CFP®'s Morgan Stanley Experience March 2005 - February 2007
Job Financial Advisor at Johnson Brunetti
Industry Financial Services
Experience
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Paul Jun Paul Jun's Morgan Stanley Experience 2009 - 2011
Job Principal, Finance/Strategy at Dropbox & Growth Investor
Industry Internet
Experience
Dropbox 2013 - Present
Leonard Green & Partners 2011 - 2013
Morgan Stanley 2009 - 2011
Wolfgang Puck Canada August 2008 - August 2009
Skills
Private Equity, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance, Business Strategy, Strategic Planning, Strategy Development, Mergers & Acquisitions, Investments, Strategy, Venture Capital, Finance, Leadership, Start-ups, Valuation, Due Diligence, Financial Analysis, Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2009
HBA, Business Administration (General Management); Scholars Electives (Political Commerce)
Dropbox 2013 - Present
Leonard Green & Partners 2011 - 2013
Morgan Stanley 2009 - 2011
Wolfgang Puck Canada August 2008 - August 2009
Skills
Private Equity, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance, Business Strategy, Strategic Planning, Strategy Development, Mergers & Acquisitions, Investments, Strategy, Venture Capital, Finance, Leadership, Start-ups, Valuation, Due Diligence, Financial Analysis, Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2009
HBA, Business Administration (General Management); Scholars Electives (Political Commerce)
Karen Bourne's Morgan Stanley Experience June 2011 - August 2011
Job Senior Consultant at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP September 2012 - July 2014
James Madison University August 2008 - May 2012
Madison Debate Society August 2009 - January 2012
Morgan Stanley June 2011 - August 2011
Skills
Project Management, Data Analysis, ER/Studio Data Architect, Microsoft Excel, Tableau, Microsoft Office, SQL, Toad Data Modeler, Informatica Metadata..., Oracle Database, Technical Writing, Section 508, Microsoft Office..., Knowledge Management, Microsoft Word, Serena Business Manager, Visio, Microsoft Access, Embarcadero, SAS, Research, Economics, Higher Education, Public Speaking, Leadership, Analysis
Education
James Madison University 2008 — 2012
BA, BA, Economics, Technical Writing
Yorktown High School 2004 — 2008
Advanced Diploma
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP September 2012 - July 2014
James Madison University August 2008 - May 2012
Madison Debate Society August 2009 - January 2012
Morgan Stanley June 2011 - August 2011
Skills
Project Management, Data Analysis, ER/Studio Data Architect, Microsoft Excel, Tableau, Microsoft Office, SQL, Toad Data Modeler, Informatica Metadata..., Oracle Database, Technical Writing, Section 508, Microsoft Office..., Knowledge Management, Microsoft Word, Serena Business Manager, Visio, Microsoft Access, Embarcadero, SAS, Research, Economics, Higher Education, Public Speaking, Leadership, Analysis
Education
James Madison University 2008 — 2012
BA, BA, Economics, Technical Writing
Yorktown High School 2004 — 2008
Advanced Diploma
Andrew Tai Andrew Tai's Morgan Stanley Experience 2008 - 2010
Job Unhaggle
Industry Internet
Experience
Unhaggle Inc. 2011 - Present
Onex 2010 - 2011
Morgan Stanley 2008 - 2010
JPMorgan 2006 - 2007
RBC Capital Markets 2005 - 2005
Education
Ivey Business School at Western University
HBA
Gordon Graydon Memorial Secondary School
Unhaggle Inc. 2011 - Present
Onex 2010 - 2011
Morgan Stanley 2008 - 2010
JPMorgan 2006 - 2007
RBC Capital Markets 2005 - 2005
Education
Ivey Business School at Western University
HBA
Gordon Graydon Memorial Secondary School
Gina Potter Wilson, ChFC's Morgan Stanley Experience 1998 - 2004
Job Assistant Vice President Investments; Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley 1998 - 2004
SunTrust Bank 1994 - 1998
Maryland National Bank 1991 - 1994
Skills
Investments, Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory
Education
The American College 1988 — 1990
Chartered Financial Consultant, Investments, Insurance
James Madison University 1978 — 1982
Bachelor of Science, Economics
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley 1998 - 2004
SunTrust Bank 1994 - 1998
Maryland National Bank 1991 - 1994
Skills
Investments, Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory
Education
The American College 1988 — 1990
Chartered Financial Consultant, Investments, Insurance
James Madison University 1978 — 1982
Bachelor of Science, Economics
Calvin White's Morgan Stanley Experience July 2010 - July 2012
Job MBA Candidate at The Wharton School, University of Pennsylvania
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2012 - August 2014
Morgan Stanley July 2010 - July 2012
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Investment Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Ivey Business School at Western University 2008 — 2010
HBA, Business Administration
Western University 2006 — 2008
Economics
Morgan Stanley Investment Management August 2012 - August 2014
Morgan Stanley July 2010 - July 2012
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Investment Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Ivey Business School at Western University 2008 — 2010
HBA, Business Administration
Western University 2006 — 2008
Economics
Rich Held Rich Held's Morgan Stanley Experience July 2002 - April 2004
Job Client Relationship Consultant with TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Merrill Edge April 2014 - July 2015
Citizens Bank 2009 - March 2014
Insight Direct May 2009 - November 2009
Bank of America September 2006 - March 2009
Banc of America Investments April 2004 - September 2006
Morgan Stanley July 2002 - April 2004
Skills
Investments, Wealth Management, Strategic Financial..., Banking, Mortgage Lending, Series 7, Finance, Insurance, Cash Management, CRM, Wealth Management..., Consumer Lending, Retirement, Series 63, Relationship Management, Credit, Loans, Financial Advisory, Financial Risk, Portfolio Management, Financial Planning
Education
Ithaca College 1994 — 1998
BS, Marketing
TIAA-CREF August 2015 - Present
Merrill Edge April 2014 - July 2015
Citizens Bank 2009 - March 2014
Insight Direct May 2009 - November 2009
Bank of America September 2006 - March 2009
Banc of America Investments April 2004 - September 2006
Morgan Stanley July 2002 - April 2004
Skills
Investments, Wealth Management, Strategic Financial..., Banking, Mortgage Lending, Series 7, Finance, Insurance, Cash Management, CRM, Wealth Management..., Consumer Lending, Retirement, Series 63, Relationship Management, Credit, Loans, Financial Advisory, Financial Risk, Portfolio Management, Financial Planning
Education
Ithaca College 1994 — 1998
BS, Marketing
Lauren Neimeyer Lauren Neimeyer's Morgan Stanley Experience June 2006 - October 2008
Job Instructional Designer at University of Maryland
Industry E-Learning
Experience
University of Maryland - Division of IT September 2011 - Present
Johns Hopkins University - Center for Technology in Education October 2008 - September 2011
Morgan Stanley June 2006 - October 2008
Skills
E-Learning, Instructional Design, Web 2.0, Educational Technology, Higher Education, Social Media, Instructional Technology, Editing, Public Speaking, Dreamweaver, Social Networking, Microsoft Office, Training, InDesign, Photoshop, Wordpress, MOOCs, Coursera, Online Learning
Education
Johns Hopkins University 2008 — 2010
M.S., Education - Technology for Educators
James Madison University 2002 — 2006
B.S., Technical and Scientific Communication
Mount de Sales Academy 1998 — 2002
Highschool
University of Maryland - Division of IT September 2011 - Present
Johns Hopkins University - Center for Technology in Education October 2008 - September 2011
Morgan Stanley June 2006 - October 2008
Skills
E-Learning, Instructional Design, Web 2.0, Educational Technology, Higher Education, Social Media, Instructional Technology, Editing, Public Speaking, Dreamweaver, Social Networking, Microsoft Office, Training, InDesign, Photoshop, Wordpress, MOOCs, Coursera, Online Learning
Education
Johns Hopkins University 2008 — 2010
M.S., Education - Technology for Educators
James Madison University 2002 — 2006
B.S., Technical and Scientific Communication
Mount de Sales Academy 1998 — 2002
Highschool
Margaret Holzman's Morgan Stanley Experience July 2015 - Present
Job Collateral Monitor Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley July 2015 - Present
Poulet Gourmet Catering April 2015 - July 2015
James Cook University August 2014 - October 2014
St. Mary's College of Maryland August 2012 - February 2013
The Bryn Mawr School July 2012 - September 2012
St. Mary's College of Maryland September 2011 - April 2012
Skills
Event Planning, Leadership, Data Entry, Microsoft Word, Event Management, Personal Finance, PowerPoint, Teaching, Organization, Account Management, Money, Microsoft Office, Microsoft Excel, Finance, Photography, Public Speaking, Editing, Customer Service, Teamwork
Education
St. Mary's College of MD 2011 — 2015
Bachelor of Arts (B.A.), Economics
James Cook University 2014 — 2014
(Study Abroad Programme)
Morgan Stanley July 2015 - Present
Poulet Gourmet Catering April 2015 - July 2015
James Cook University August 2014 - October 2014
St. Mary's College of Maryland August 2012 - February 2013
The Bryn Mawr School July 2012 - September 2012
St. Mary's College of Maryland September 2011 - April 2012
Skills
Event Planning, Leadership, Data Entry, Microsoft Word, Event Management, Personal Finance, PowerPoint, Teaching, Organization, Account Management, Money, Microsoft Office, Microsoft Excel, Finance, Photography, Public Speaking, Editing, Customer Service, Teamwork
Education
St. Mary's College of MD 2011 — 2015
Bachelor of Arts (B.A.), Economics
James Cook University 2014 — 2014
(Study Abroad Programme)
Andrew Grubb's Morgan Stanley Experience September 2011 - November 2012
Job Chief Strategy Officer at Crowdbabble
Industry Management Consulting
Experience
Crowdbabble July 2014 - Present
Ryerson Futures Inc. April 2015 - Present
Canadian Standards Association December 2012 - August 2014
Morgan Stanley September 2011 - November 2012
Commonwealth Legal March 2011 - August 2011
Manitowoc Foodservice July 2008 - February 2011
L-3 Wescam November 2006 - June 2008
Skills
Strategy, Entrepreneurship, Business Transformation, Management, Risk Management, Project Management, Leadership, Cross-functional Team..., Process Improvement, Program Management, Vendor Management, Business Process..., Team Leadership, IT Strategy, Business Analysis, Management Consulting, Change Management, Manufacturing, Team Building, Budgets, Integration, SDLC, Analysis, Project Portfolio..., Business Process, Six Sigma, Crisis Management, Engineering, Strategic Planning, Business Strategy
Education
Richard Ivey School of Business 2013 — 2015
Master of Business Administration (MBA)
Project Management Institute 2011 — 2011
PMP
University of Ottawa
Engineering and Entrepreneurship
Crowdbabble July 2014 - Present
Ryerson Futures Inc. April 2015 - Present
Canadian Standards Association December 2012 - August 2014
Morgan Stanley September 2011 - November 2012
Commonwealth Legal March 2011 - August 2011
Manitowoc Foodservice July 2008 - February 2011
L-3 Wescam November 2006 - June 2008
Skills
Strategy, Entrepreneurship, Business Transformation, Management, Risk Management, Project Management, Leadership, Cross-functional Team..., Process Improvement, Program Management, Vendor Management, Business Process..., Team Leadership, IT Strategy, Business Analysis, Management Consulting, Change Management, Manufacturing, Team Building, Budgets, Integration, SDLC, Analysis, Project Portfolio..., Business Process, Six Sigma, Crisis Management, Engineering, Strategic Planning, Business Strategy
Education
Richard Ivey School of Business 2013 — 2015
Master of Business Administration (MBA)
Project Management Institute 2011 — 2011
PMP
University of Ottawa
Engineering and Entrepreneurship
Kathryn McKenna's Morgan Stanley Experience June 2015 - Present
Job Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Fast Track Advisors, LLC. January 2015 - Present
Fidelity Cooperative Bank May 2013 - Present
Retensa September 2013 - December 2013
Marketing Sustainability Case Competition February 2013 - May 2013
The Oasis January 2013 - May 2013
Skills
Client Services, Marketing, Microsoft Office, Time Management, Social Media, Email Marketing, Public Speaking, Leadership, Market Research, Project Management, Microsoft Excel, Research, Social Networking
Education
Ithaca College 2011 — 2015
Bachelor of Science (BS), Business Administration, Marketing; Legal Studies Minor, 3.864
Ithaca College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Marketing
Morgan Stanley June 2015 - Present
Fast Track Advisors, LLC. January 2015 - Present
Fidelity Cooperative Bank May 2013 - Present
Retensa September 2013 - December 2013
Marketing Sustainability Case Competition February 2013 - May 2013
The Oasis January 2013 - May 2013
Skills
Client Services, Marketing, Microsoft Office, Time Management, Social Media, Email Marketing, Public Speaking, Leadership, Market Research, Project Management, Microsoft Excel, Research, Social Networking
Education
Ithaca College 2011 — 2015
Bachelor of Science (BS), Business Administration, Marketing; Legal Studies Minor, 3.864
Ithaca College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Marketing
Isaac Hattem's Morgan Stanley Experience June 2007 - August 2007
Job Business Development Associate at Integral Ad Science
Industry Marketing and Advertising
Experience
Integral Ad Science January 2014 - Present
Integral Ad Science February 2013 - December 2013
MRM worldwide May 2012 - February 2013
G2 Worldwide February 2011 - May 2012
New York Mets September 2010 - February 2011
Hydepark Primary School July 2010 - September 2010
Ithaca College Graduate Council September 2009 - August 2010
AllianceBernstein Holding L.P June 2008 - September 2008
Morgan Stanley June 2007 - August 2007
Universal Music Media June 2006 - August 2006
Skills
Marketing, PowerPoint, Social Media Marketing, Financial Analysis, Team Building, Data Analysis, Microsoft Excel, Microsoft Office, Analysis, Client Development, Account Management
Education
Ithaca College 2009 — 2010
Masters, Business Administration
Ithaca College 2005 — 2009
B.S., Business Administration: Marketing and Management
Integral Ad Science January 2014 - Present
Integral Ad Science February 2013 - December 2013
MRM worldwide May 2012 - February 2013
G2 Worldwide February 2011 - May 2012
New York Mets September 2010 - February 2011
Hydepark Primary School July 2010 - September 2010
Ithaca College Graduate Council September 2009 - August 2010
AllianceBernstein Holding L.P June 2008 - September 2008
Morgan Stanley June 2007 - August 2007
Universal Music Media June 2006 - August 2006
Skills
Marketing, PowerPoint, Social Media Marketing, Financial Analysis, Team Building, Data Analysis, Microsoft Excel, Microsoft Office, Analysis, Client Development, Account Management
Education
Ithaca College 2009 — 2010
Masters, Business Administration
Ithaca College 2005 — 2009
B.S., Business Administration: Marketing and Management
Nathan Tam's Morgan Stanley Experience July 2006 - July 2008
Job Chief Executive Officer at Caryl Baker Visage
Industry Venture Capital & Private Equity
Experience
Caryl Baker Visage October 2013 - Present
Ashbridge Partners March 2013 - Present
Altas Partners June 2012 - March 2013
Offleash Media August 2010 - March 2012
Onex Corp. July 2008 - June 2010
Morgan Stanley July 2006 - July 2008
RBC Capital Markets April 2005 - August 2005
Education
Ivey Business School at Western University 2002 — 2006
HBA, Honors of Business Administration
Caryl Baker Visage October 2013 - Present
Ashbridge Partners March 2013 - Present
Altas Partners June 2012 - March 2013
Offleash Media August 2010 - March 2012
Onex Corp. July 2008 - June 2010
Morgan Stanley July 2006 - July 2008
RBC Capital Markets April 2005 - August 2005
Education
Ivey Business School at Western University 2002 — 2006
HBA, Honors of Business Administration
Kevin Melchione's Morgan Stanley Experience February 2014 - July 2014
Job Commodities Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2014 - Present
Morgan Stanley February 2014 - July 2014
Morgan Stanley March 2013 - May 2013
Ithaca College 2009 - 2013
Ithaca College Real Time Mutual Fund August 2012 - December 2012
Northwestern Mutual April 2012 - August 2012
Core Trading Consultants, Ithaca College October 2010 - July 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Microsoft Office, Time Management, Critical Thinking, Trading, Portfolio Management, Analysis, Finance, Public Speaking, Mutual Funds, Financial Analysis, Investments
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Finance, General, Senior
Goldman Sachs September 2014 - Present
Morgan Stanley February 2014 - July 2014
Morgan Stanley March 2013 - May 2013
Ithaca College 2009 - 2013
Ithaca College Real Time Mutual Fund August 2012 - December 2012
Northwestern Mutual April 2012 - August 2012
Core Trading Consultants, Ithaca College October 2010 - July 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Microsoft Office, Time Management, Critical Thinking, Trading, Portfolio Management, Analysis, Finance, Public Speaking, Mutual Funds, Financial Analysis, Investments
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Finance, General, Senior
Onajh' Porter's Morgan Stanley Experience June 2015 - Present
Job Student at Fisk University | Class of 2016
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Arthur J. Gallagher & Co. June 2014 - August 2014
City of Indianapolis, Office of Mayor Ballard January 2014 - May 2014
Finish Line August 2010 - May 2011
Skills
Customer Service, Social Media, Marketing, Team Leadership, Research, Event Planning, Public Speaking, Teamwork, Sales, Social Networking, Creative Writing, Community Outreach, Retail, Leadership, Graphic Design, Social Media Marketing
Education
Fisk University 2014 — 2016
Bachelor of Science (B.S.), Financial Economics
Ivy Tech Community College 2011 — 2014
Associate's Degree, Business Administration and Management, General
Lawrence North High School 2007 — 2011
High School, Core 40 Diploma
Morgan Stanley June 2015 - Present
Arthur J. Gallagher & Co. June 2014 - August 2014
City of Indianapolis, Office of Mayor Ballard January 2014 - May 2014
Finish Line August 2010 - May 2011
Skills
Customer Service, Social Media, Marketing, Team Leadership, Research, Event Planning, Public Speaking, Teamwork, Sales, Social Networking, Creative Writing, Community Outreach, Retail, Leadership, Graphic Design, Social Media Marketing
Education
Fisk University 2014 — 2016
Bachelor of Science (B.S.), Financial Economics
Ivy Tech Community College 2011 — 2014
Associate's Degree, Business Administration and Management, General
Lawrence North High School 2007 — 2011
High School, Core 40 Diploma
Will Fleming Will Fleming's Morgan Stanley Experience June 2015 - Present
Job Interest Rates Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Ivey Business School February 2015 - April 2015
Ivey Sales and Trading Club April 2014 - April 2015
Flamboro Downs September 2014 - January 2015
Western Fair Association September 2011 - January 2015
Morgan Stanley June 2014 - August 2014
Ivey Sales and Trading Club September 2013 - April 2014
Winlot Farms September 2008 - April 2014
Morgan Stanley April 2013 - August 2013
Sofina Foods Inc. May 2012 - August 2012
Skills
Farming, Fixed Income, Trading, Microsoft Office, Public Speaking, Bloomberg, Business Strategy, Financial Analysis, Finance
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration
Wilfrid Laurier University 2011 — 2013
Bachelor of Business Administration (BBA)
Morgan Stanley June 2015 - Present
Ivey Business School February 2015 - April 2015
Ivey Sales and Trading Club April 2014 - April 2015
Flamboro Downs September 2014 - January 2015
Western Fair Association September 2011 - January 2015
Morgan Stanley June 2014 - August 2014
Ivey Sales and Trading Club September 2013 - April 2014
Winlot Farms September 2008 - April 2014
Morgan Stanley April 2013 - August 2013
Sofina Foods Inc. May 2012 - August 2012
Skills
Farming, Fixed Income, Trading, Microsoft Office, Public Speaking, Bloomberg, Business Strategy, Financial Analysis, Finance
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration
Wilfrid Laurier University 2011 — 2013
Bachelor of Business Administration (BBA)
Benjamin Firebaugh Benjamin Firebaugh's Morgan Stanley Experience July 2015 - Present
Job Sales Representative at Smith and Stevenson
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
DICK'S Sporting Goods December 2009 - Present
Smith and Stevenson November 2014 - July 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Windows, AutoCAD, Team Leadership, Sales
Education
James Madison University - College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Newberry College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Morgan Stanley July 2015 - Present
DICK'S Sporting Goods December 2009 - Present
Smith and Stevenson November 2014 - July 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Windows, AutoCAD, Team Leadership, Sales
Education
James Madison University - College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Newberry College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Grant Kamins's Morgan Stanley Experience May 2008 - November 2008
Job Senior Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte August 2014 - Present
Tribalco March 2013 - March 2014
Sabre Systems Inc. September 2011 - February 2013
STG October 2010 - September 2011
E3 Federal Solutions, LLC April 2009 - October 2010
Morgan Stanley May 2008 - November 2008
Seton Securities Group June 2007 - August 2007
Skills
Financial Analysis, Analysis, Finance, Managerial Finance, Business Process..., Business Analysis, Microsoft Excel, Budgets, Strategic Planning, Data Analysis, Project Management, Forecasting, Pricing, Government, Essbase, Leadership
Education
James Madison University 2004 — 2008
BBA, Finance
James Madison University 2004 — 2008
BBA, Finance
Deloitte August 2014 - Present
Tribalco March 2013 - March 2014
Sabre Systems Inc. September 2011 - February 2013
STG October 2010 - September 2011
E3 Federal Solutions, LLC April 2009 - October 2010
Morgan Stanley May 2008 - November 2008
Seton Securities Group June 2007 - August 2007
Skills
Financial Analysis, Analysis, Finance, Managerial Finance, Business Process..., Business Analysis, Microsoft Excel, Budgets, Strategic Planning, Data Analysis, Project Management, Forecasting, Pricing, Government, Essbase, Leadership
Education
James Madison University 2004 — 2008
BBA, Finance
James Madison University 2004 — 2008
BBA, Finance
Daniel Lageman Daniel Lageman's Morgan Stanley Experience August 2013 - Present
Job Vice President Legal/Compliance, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Edwards Wildman Palmer LLP July 2012 - August 2013
Reed Smith LLP August 2009 - June 2012
Latham & Watkins September 2006 - March 2009
Bear Stearns May 2004 - September 2004
Deutsche Bank August 2002 - August 2003
Skills
Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Securities Regulation, Civil Litigation, Appeals, Corporate Governance, Class Actions
Education
Seton Hall University School of Law 2003 — 2006
Doctor of Law (JD), Law
James Madison University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley August 2013 - Present
Edwards Wildman Palmer LLP July 2012 - August 2013
Reed Smith LLP August 2009 - June 2012
Latham & Watkins September 2006 - March 2009
Bear Stearns May 2004 - September 2004
Deutsche Bank August 2002 - August 2003
Skills
Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Securities Regulation, Civil Litigation, Appeals, Corporate Governance, Class Actions
Education
Seton Hall University School of Law 2003 — 2006
Doctor of Law (JD), Law
James Madison University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Rohit Guntur Rohit Guntur's Morgan Stanley Experience June 2013 - July 2015
Job Associate at Court Square Capital Partners
Industry Venture Capital & Private Equity
Experience
Court Square Capital Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Richard Ivey School of Business September 2010 - June 2013
Morgan Stanley June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Imperial Oil May 2010 - August 2010
Skills
Financial Modeling
Education
Richard Ivey School of Business 2010 — 2013
Honors Bachelor of Arts in Business Administration
Western University 2008 — 2013
Bachelor of Engineering Science, Chemical Engineering
Court Square Capital Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Richard Ivey School of Business September 2010 - June 2013
Morgan Stanley June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Imperial Oil May 2010 - August 2010
Skills
Financial Modeling
Education
Richard Ivey School of Business 2010 — 2013
Honors Bachelor of Arts in Business Administration
Western University 2008 — 2013
Bachelor of Engineering Science, Chemical Engineering
Darren Wray, CFA's Morgan Stanley Experience July 2007 - February 2015
Job Alternative Investments
Industry Financial Services
Experience
HBK Capital Management March 2015 - Present
Morgan Stanley July 2007 - February 2015
Skills
Chartered Financial...
Education
James Madison University 2003 — 2007
Bachelor of Business Administration (BBA), Economics, Finance
University of Oxford 2006 — 2006
Philosophy, Politics & Economics
HBK Capital Management March 2015 - Present
Morgan Stanley July 2007 - February 2015
Skills
Chartered Financial...
Education
James Madison University 2003 — 2007
Bachelor of Business Administration (BBA), Economics, Finance
University of Oxford 2006 — 2006
Philosophy, Politics & Economics
Gregory Kaiser's Morgan Stanley Experience June 2002 - December 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Morgan Stanley June 2002 - December 2011
Prudential Securities April 1988 - May 2002
Drexel Burnham Lambert August 1986 - April 1988
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Retirement Income..., Market Risk, Tax Advantage Income, Investment Planning, Cash Management, Insurance, Investments
Education
Jacksonville University 1976 — 1980
BS, Economics/Management
Wells Fargo Advisors January 2012 - Present
Morgan Stanley June 2002 - December 2011
Prudential Securities April 1988 - May 2002
Drexel Burnham Lambert August 1986 - April 1988
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Retirement Income..., Market Risk, Tax Advantage Income, Investment Planning, Cash Management, Insurance, Investments
Education
Jacksonville University 1976 — 1980
BS, Economics/Management
Christine Gambino Christine Gambino's Morgan Stanley Experience June 2011 - August 2013
Job Business Analyst at Under Armour
Industry Logistics and Supply Chain
Experience
Under Armour August 2013 - Present
Morgan Stanley June 2011 - August 2013
Profiles May 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Finance, Investments, Banking, Fixed Income, Equities, Derivatives
Education
James Madison University - College of Business 2007 — 2011
BBA, Finance
Under Armour August 2013 - Present
Morgan Stanley June 2011 - August 2013
Profiles May 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Finance, Investments, Banking, Fixed Income, Equities, Derivatives
Education
James Madison University - College of Business 2007 — 2011
BBA, Finance
Andrew Baer Andrew Baer's Morgan Stanley Experience June 2011 - August 2011
Job Senior Consultant at IBM Global Business Services
Industry Information Technology and Services
Experience
IBM March 2012 - Present
Morgan Stanley June 2011 - August 2011
James Madison University October 2010 - June 2011
Walmart May 2010 - September 2010
Delectable Samplings May 2008 - August 2008
Lainey's Hallmark Shop January 2003 - January 2006
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Microsoft Word, Social Media, Customer Service, Leadership, Time Management, Management
Education
James Madison University 2007 — 2011
Bachelor of Business Administration, International Business & Computer Information Systems
Universiteit Antwerpen 2010 — 2010
Minor in European Business
Universidad de Salamanca 2009 — 2009
Studied the Spanish Language and Culture
IBM March 2012 - Present
Morgan Stanley June 2011 - August 2011
James Madison University October 2010 - June 2011
Walmart May 2010 - September 2010
Delectable Samplings May 2008 - August 2008
Lainey's Hallmark Shop January 2003 - January 2006
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Microsoft Word, Social Media, Customer Service, Leadership, Time Management, Management
Education
James Madison University 2007 — 2011
Bachelor of Business Administration, International Business & Computer Information Systems
Universiteit Antwerpen 2010 — 2010
Minor in European Business
Universidad de Salamanca 2009 — 2009
Studied the Spanish Language and Culture
Michael Tinley Michael Tinley's Morgan Stanley Experience July 2011 - April 2013
Job Real Estate Consulting at Atlantic Properties
Industry Financial Services
Experience
Atlantic Properties June 2013 - Present
Morgan Stanley July 2011 - April 2013
ETRADE August 2004 - June 2010
Skills
Payments, Internal Controls, Risk Management, Banking, Financial Services, Policy, Financial Risk, Governance, Operational Risk..., Operational Risk, Portfolio Management, Capital Markets, AML, Securities
Education
Jacksonville State University 1968 — 1972
Bachelor of Science (B.S.), Business Administration and Economics
Atlantic Properties June 2013 - Present
Morgan Stanley July 2011 - April 2013
ETRADE August 2004 - June 2010
Skills
Payments, Internal Controls, Risk Management, Banking, Financial Services, Policy, Financial Risk, Governance, Operational Risk..., Operational Risk, Portfolio Management, Capital Markets, AML, Securities
Education
Jacksonville State University 1968 — 1972
Bachelor of Science (B.S.), Business Administration and Economics
Jack Stevens's Morgan Stanley Experience July 2011 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Men's Health Magazine June 2010 - August 2010
Skills
Spanish, Valuation, Access, Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Bloomberg Terminal
Education
James Madison University - College of Business
BBA, Business, Spanish
Universidad de Salamanca
Spanish
Morgan Stanley July 2011 - Present
Men's Health Magazine June 2010 - August 2010
Skills
Spanish, Valuation, Access, Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Bloomberg Terminal
Education
James Madison University - College of Business
BBA, Business, Spanish
Universidad de Salamanca
Spanish
Tyler Connelly's Morgan Stanley Experience June 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Arjent LLC September 2010 - May 2011
Education
Ithaca College 2007 — 2010
B.S., Business Administration, Concentration in Finance; Minor in Economics
Ithaca College London Center 2008 — 2009
International Business
Cornell University 2009 — 2010
Financial Planning & Wealth Management
Morgan Stanley June 2011 - Present
Arjent LLC September 2010 - May 2011
Education
Ithaca College 2007 — 2010
B.S., Business Administration, Concentration in Finance; Minor in Economics
Ithaca College London Center 2008 — 2009
International Business
Cornell University 2009 — 2010
Financial Planning & Wealth Management
Aaron Johnson, CRPC Aaron Johnson, CRPC's Morgan Stanley Experience July 2005 - June 2006
Job Financial Advisor at CUNA Mutual Group Located at Virginia Credit Union
Industry Financial Services
Experience
CUNA Mutual Group Located at Virginia Credit Union May 2015 - Present
The Bank of Southside Virginia May 2009 - May 2015
Infinex Financial Group August 2006 - March 2009
Morgan Stanley July 2005 - June 2006
American Express Financial Advisors April 2003 - June 2005
Integrated Business Systems, Inc. 2001 - 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, Financial Services, Financial Advisory, Asset Allocation, Financial Planners, Estate Planning, Series 63, Strategic Financial..., Financial Planning, Wealth Management, Insurance, Banking, Fixed Annuities, Finance, Asset Management, Investment Advisory, Retirement Income..., Portfolio Management, Mutual Funds, Financial Analysis, Stocks, Series 65, Series 24, Term Life Insurance, Universal Life, Alternative Investments, Variable Annuities, Variable Life, Fixed Income
Education
James Madison University 1996 — 2000
B.B.A, Marketing and Finance
CUNA Mutual Group Located at Virginia Credit Union May 2015 - Present
The Bank of Southside Virginia May 2009 - May 2015
Infinex Financial Group August 2006 - March 2009
Morgan Stanley July 2005 - June 2006
American Express Financial Advisors April 2003 - June 2005
Integrated Business Systems, Inc. 2001 - 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, Financial Services, Financial Advisory, Asset Allocation, Financial Planners, Estate Planning, Series 63, Strategic Financial..., Financial Planning, Wealth Management, Insurance, Banking, Fixed Annuities, Finance, Asset Management, Investment Advisory, Retirement Income..., Portfolio Management, Mutual Funds, Financial Analysis, Stocks, Series 65, Series 24, Term Life Insurance, Universal Life, Alternative Investments, Variable Annuities, Variable Life, Fixed Income
Education
James Madison University 1996 — 2000
B.B.A, Marketing and Finance
Arthur Curcuru's Morgan Stanley Experience February 2007 - February 2008
Job Vice President, Controller & Chief Accounting Officer at SoulCycle
Industry Accounting
Experience
SoulCycle July 2015 - Present
Recycle Track Systems December 2014 - Present
Hudson May 2014 - July 2015
KPMG September 2004 - April 2014
Morgan Stanley February 2007 - February 2008
Bloomberg 2003 - 2004
Skills
Auditing, Financial Audits, Internal Controls, Financial Accounting, US GAAP, Mergers & Acquisitions, CPA, Finance, IFRS, SEC filings, Accounting, Financial Analysis, Assurance, Financial Reporting, Managerial Finance, Enterprise Risk..., Sarbanes-Oxley, Corporate Finance, External Audit, Due Diligence, Sarbanes-Oxley Act, GAAP, Financial Modeling, Internal Audit, Corporate Tax, Tax, Big 4, General Ledger, Consolidation, SEC Filings
Education
Ithaca College 2000 — 2004
Bachelor of Science, Accounting
SoulCycle July 2015 - Present
Recycle Track Systems December 2014 - Present
Hudson May 2014 - July 2015
KPMG September 2004 - April 2014
Morgan Stanley February 2007 - February 2008
Bloomberg 2003 - 2004
Skills
Auditing, Financial Audits, Internal Controls, Financial Accounting, US GAAP, Mergers & Acquisitions, CPA, Finance, IFRS, SEC filings, Accounting, Financial Analysis, Assurance, Financial Reporting, Managerial Finance, Enterprise Risk..., Sarbanes-Oxley, Corporate Finance, External Audit, Due Diligence, Sarbanes-Oxley Act, GAAP, Financial Modeling, Internal Audit, Corporate Tax, Tax, Big 4, General Ledger, Consolidation, SEC Filings
Education
Ithaca College 2000 — 2004
Bachelor of Science, Accounting
James Carson James Carson's Morgan Stanley Experience May 2013 - January 2015
Job
Industry Information Technology and Services
Experience
Morgan Stanley May 2013 - January 2015
Morgan Stanley June 2011 - May 2013
Morgan Stanley June 2008 - June 2011
Morgan Stanley July 2006 - January 2008
US Department of State / GDS 2001 - 2003
Qwest 1998 - 2001
NASA Langley Research Center 1997 - 1997
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Financial Markets, GPA 3.6
James Madison University 1994 — 1998
Bachelors of Science, Computer Science, GPA 3.47
Morgan Stanley May 2013 - January 2015
Morgan Stanley June 2011 - May 2013
Morgan Stanley June 2008 - June 2011
Morgan Stanley July 2006 - January 2008
US Department of State / GDS 2001 - 2003
Qwest 1998 - 2001
NASA Langley Research Center 1997 - 1997
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Financial Markets, GPA 3.6
James Madison University 1994 — 1998
Bachelors of Science, Computer Science, GPA 3.47
Bryan Hunt's Morgan Stanley Experience 1997 - 2000
Job Consultant at Heartland
Industry Human Resources
Experience
Heartland Ovation Payroll June 2015 - Present
Paychex 2010 - May 2015
Cammack LaRhette Consulting March 2009 - July 2010
ING October 2006 - 2009
Clark Consulting 2004 - 2006
The Newport Group 2002 - 2004
Wells Fargo 2000 - 2002
Morgan Stanley 1997 - 2000
ADP 1991 - 1997
Shearson Lehman Brothers 1986 - 1991
Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process
Education
Cardinal Gibbons High School Ft. Lauderdale, FL
Jacksonville University
Heartland Ovation Payroll June 2015 - Present
Paychex 2010 - May 2015
Cammack LaRhette Consulting March 2009 - July 2010
ING October 2006 - 2009
Clark Consulting 2004 - 2006
The Newport Group 2002 - 2004
Wells Fargo 2000 - 2002
Morgan Stanley 1997 - 2000
ADP 1991 - 1997
Shearson Lehman Brothers 1986 - 1991
Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process
Education
Cardinal Gibbons High School Ft. Lauderdale, FL
Jacksonville University
Kyle Peralta Kyle Peralta's Morgan Stanley Experience 2008 - 2009
Job Independent Finance Professional
Industry Financial Services
Experience
GFI Group 2011 - August 2011
HFP Capital Markets LLC 2010 - 2011
Morgan Stanley 2008 - 2009
PepsiCo 2007 - 2008
Education
State University of New York at New Paltz 2009 — 2010
B.S. Accounting
Ithaca College 2003 — 2007
B.S. Business Administration, Marketing
2015 Level II Candidate in the CFA Program
GFI Group 2011 - August 2011
HFP Capital Markets LLC 2010 - 2011
Morgan Stanley 2008 - 2009
PepsiCo 2007 - 2008
Education
State University of New York at New Paltz 2009 — 2010
B.S. Accounting
Ithaca College 2003 — 2007
B.S. Business Administration, Marketing
2015 Level II Candidate in the CFA Program
Phil Giordano's Morgan Stanley Experience January 2010 - August 2011
Job Administrator at CignaHealthSpring
Industry Hospital & Health Care
Experience
Cigna-HealthSpring October 2011 - Present
Morgan Stanley January 2010 - August 2011
The Navy Bureau of Medicine and Surgery July 2009 - January 2010
William & Mary Field Consultancy Program- Health Management Corporation October 2008 - May 2009
Morgan Stanley May 2008 - August 2008
James Madison University August 2006 - May 2007
Skills
Budgets, Building Relationships, Negotiation, Leadership, Marketing, Analysis, Management, Finance, Portfolio Management, Financial Analysis, Asset Allocation, Social Networking, Business Development, Account Management, Sales, Series 7, Team Building, Mutual Funds, Investments, Business Analysis, Financial Reporting, Nonprofits, Time Management, Customer Service, Data Analysis, Strategy, Insurance, Process Improvement, Training, Employee Benefits, Access, Cold Calling, Strategic Planning, Risk Management, Forecasting, Microsoft Excel, Healthcare, Business Process, Managerial Finance, Surgery, Program Management, Hospitals, Healthcare Management, Accounting, Health Insurance
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
MBA, Finance
James Madison University 2003 — 2007
BS, Kinesiology
Saint Augustine Prep 1999 — 2003
Cigna-HealthSpring October 2011 - Present
Morgan Stanley January 2010 - August 2011
The Navy Bureau of Medicine and Surgery July 2009 - January 2010
William & Mary Field Consultancy Program- Health Management Corporation October 2008 - May 2009
Morgan Stanley May 2008 - August 2008
James Madison University August 2006 - May 2007
Skills
Budgets, Building Relationships, Negotiation, Leadership, Marketing, Analysis, Management, Finance, Portfolio Management, Financial Analysis, Asset Allocation, Social Networking, Business Development, Account Management, Sales, Series 7, Team Building, Mutual Funds, Investments, Business Analysis, Financial Reporting, Nonprofits, Time Management, Customer Service, Data Analysis, Strategy, Insurance, Process Improvement, Training, Employee Benefits, Access, Cold Calling, Strategic Planning, Risk Management, Forecasting, Microsoft Excel, Healthcare, Business Process, Managerial Finance, Surgery, Program Management, Hospitals, Healthcare Management, Accounting, Health Insurance
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
MBA, Finance
James Madison University 2003 — 2007
BS, Kinesiology
Saint Augustine Prep 1999 — 2003
Arthur Carr Arthur Carr's Morgan Stanley Experience October 1999 - August 2007
Job Resident Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
FINRA November 2009 - Present
Morgan Stanley October 1999 - August 2007
Skills
Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, FINRA, Wealth Management..., 401k, Estate Planning, Financial Advisory
Education
Ithaca College 1975 — 1979
BS
Merrill Lynch August 2007 - Present
FINRA November 2009 - Present
Morgan Stanley October 1999 - August 2007
Skills
Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, FINRA, Wealth Management..., 401k, Estate Planning, Financial Advisory
Education
Ithaca College 1975 — 1979
BS
Prit Shah-Chatterjee Prit Shah-Chatterjee's Morgan Stanley Experience February 2002 - October 2003
Job IT governance Analyst at Bank of America
Industry Financial Services
Experience
MorganStanley April 2011 - November 2011
Morgan Stanley Smith Barney July 2004 - April 2011
KTI October 2003 - June 2004
Morgan Stanley February 2002 - October 2003
Summit Bank March 1999 - December 2001
Skills
Disaster Recovery, Project Management, Project Planning, Resource Management, Network Administration, Requirements Analysis, SDLC, Leadership, Infrastructure, Troubleshooting, Analysis, Vendor Management, IT Strategy, Service Delivery, Networking, IT Management, Information Technology, Technical Support, Business Process, Enterprise Architecture, IT Service Management, Integration, Process Improvement
Education
Jai Hind College
Bachelor of Arts
M.C.S.E
M.C.S.E
PMP Certification
in progress. to be completed July 2012
MorganStanley April 2011 - November 2011
Morgan Stanley Smith Barney July 2004 - April 2011
KTI October 2003 - June 2004
Morgan Stanley February 2002 - October 2003
Summit Bank March 1999 - December 2001
Skills
Disaster Recovery, Project Management, Project Planning, Resource Management, Network Administration, Requirements Analysis, SDLC, Leadership, Infrastructure, Troubleshooting, Analysis, Vendor Management, IT Strategy, Service Delivery, Networking, IT Management, Information Technology, Technical Support, Business Process, Enterprise Architecture, IT Service Management, Integration, Process Improvement
Education
Jai Hind College
Bachelor of Arts
M.C.S.E
M.C.S.E
PMP Certification
in progress. to be completed July 2012
Alex Hogge's Morgan Stanley Experience May 2014 - June 2014
Job Portfolio Manager at The Madison Investment Fund
Industry Financial Services
Experience
Steben & Company, Inc. May 2015 - Present
Madison Investment Fund April 2015 - Present
Vinder LLC April 2014 - May 2015
The Madison Investment Fund February 2015 - April 2015
The Madison Investment Fund November 2014 - February 2015
Morgan Stanley May 2014 - June 2014
Skills
Business Development, Entrepreneurship, Management, Strategic Planning, Strategy, Value Investing, Microsoft Office, PowerPoint, Social Networking, Research, Data Analysis, Finance, Microsoft Word, Investments, Time Management, Teamwork, Access
Education
James Madison University - College of Business 2013 — 2017
Bachelor’s Degree, Finance
Paul VI Catholic High School 2009 — 2013
High School
Steben & Company, Inc. May 2015 - Present
Madison Investment Fund April 2015 - Present
Vinder LLC April 2014 - May 2015
The Madison Investment Fund February 2015 - April 2015
The Madison Investment Fund November 2014 - February 2015
Morgan Stanley May 2014 - June 2014
Skills
Business Development, Entrepreneurship, Management, Strategic Planning, Strategy, Value Investing, Microsoft Office, PowerPoint, Social Networking, Research, Data Analysis, Finance, Microsoft Word, Investments, Time Management, Teamwork, Access
Education
James Madison University - College of Business 2013 — 2017
Bachelor’s Degree, Finance
Paul VI Catholic High School 2009 — 2013
High School
Taric Jayawickreme's Morgan Stanley Experience 1998 - 2001
Job ResultsOriented Mortgage Industry Manager & Prior Financial Advisor | Helping Companies Reach & Exceed Their Goals
Industry Banking
Experience
Bank of America June 2013 - September 2014
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Bank of America June 2010 - March 2011
Cocomo Bar & Grill January 2003 - March 2010
Morgan Stanley 1998 - 2001
Olde Stockbrokers 1996 - 1998
Skills
Mortgage Lending, Sales, Analysis, Negotiation, Finance, Credit, Strategic Planning, Banking, Budgets, New Business Development, Quality Assurance, Financial Statement..., Cross-functional Team..., Strategic & Tactical..., MI Curtailment Processes, Customer Confidentiality, Staff Training &..., Capital Markets, Complex Problem..., Moves Management, EOB, Upselling, CLAIMS Software, DOCS software, Equator Software, Homesaver Software, Homebase Software, Adobe Acrobat, IBM AS/400
Education
Ithaca College
Bachelor of Science, Business Management, Minor in Financial Investments
Royal College, Colombo, Sri Lanka
Bank of America June 2013 - September 2014
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Bank of America June 2010 - March 2011
Cocomo Bar & Grill January 2003 - March 2010
Morgan Stanley 1998 - 2001
Olde Stockbrokers 1996 - 1998
Skills
Mortgage Lending, Sales, Analysis, Negotiation, Finance, Credit, Strategic Planning, Banking, Budgets, New Business Development, Quality Assurance, Financial Statement..., Cross-functional Team..., Strategic & Tactical..., MI Curtailment Processes, Customer Confidentiality, Staff Training &..., Capital Markets, Complex Problem..., Moves Management, EOB, Upselling, CLAIMS Software, DOCS software, Equator Software, Homesaver Software, Homebase Software, Adobe Acrobat, IBM AS/400
Education
Ithaca College
Bachelor of Science, Business Management, Minor in Financial Investments
Royal College, Colombo, Sri Lanka
Jayanta Mandal's Morgan Stanley Experience February 2009 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley February 2009 - Present
Investment Bank February 2009 - Present
IBM CORPORATION February 2007 - February 2009
NMPA/BEARING June 2005 - February 2007
Consultant May 2002 - June 2005
Mastech Corporation July 1995 - April 2002
Tata Consultancy Services, Pearl Life June 1991 - June 1995
Tata Consultancy Services 1991 - 1995
Education
Jadavpur University 1989 — 1993
bachlors, computer
Jadavpur University
Bachelor, Computer Science & Engineering
Morgan Stanley February 2009 - Present
Investment Bank February 2009 - Present
IBM CORPORATION February 2007 - February 2009
NMPA/BEARING June 2005 - February 2007
Consultant May 2002 - June 2005
Mastech Corporation July 1995 - April 2002
Tata Consultancy Services, Pearl Life June 1991 - June 1995
Tata Consultancy Services 1991 - 1995
Education
Jadavpur University 1989 — 1993
bachlors, computer
Jadavpur University
Bachelor, Computer Science & Engineering
Erica Filosa's Morgan Stanley Experience June 2006 - December 2014
Job Director of Insurance at The Depository Trust & Clearing Corporation
Industry Insurance
Experience
The Depository Trust & Clearing Corporation January 2015 - Present
Morgan Stanley June 2006 - December 2014
The Mount Sinai Hospital June 2003 - June 2006
Skills
Risk Management, Insurance
Education
Ithaca College 1999 — 2003
Bachelor of Science (BS), Health/Health Care Administration/Management
The Depository Trust & Clearing Corporation January 2015 - Present
Morgan Stanley June 2006 - December 2014
The Mount Sinai Hospital June 2003 - June 2006
Skills
Risk Management, Insurance
Education
Ithaca College 1999 — 2003
Bachelor of Science (BS), Health/Health Care Administration/Management
Kirsten Feldman's Morgan Stanley Experience 2001 - 2008
Job Strategic Advisor
Industry Financial Services
Experience
Steep Rock Association June 2014 - Present
Environmental Defense Fund 2001 - Present
Richard Ivey School of Business 2000 - Present
Asphalt Green 1995 - Present
Morgan Stanley 2001 - 2008
Morgan Stanley 1984 - 2001
Skills
Venture Capital, Private Equity, Mergers, Strategic Planning, Corporate Finance, Corporate Development
Education
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
Master of Business Administration (MBA), Finance
University of Waterloo 1982 — 1984
BA, Applied Economics
Colonel By High School 1975 — 1977
Steep Rock Association June 2014 - Present
Environmental Defense Fund 2001 - Present
Richard Ivey School of Business 2000 - Present
Asphalt Green 1995 - Present
Morgan Stanley 2001 - 2008
Morgan Stanley 1984 - 2001
Skills
Venture Capital, Private Equity, Mergers, Strategic Planning, Corporate Finance, Corporate Development
Education
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
Master of Business Administration (MBA), Finance
University of Waterloo 1982 — 1984
BA, Applied Economics
Colonel By High School 1975 — 1977
John Kiansten's Morgan Stanley Experience 2004 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch 2007 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Data Warehousing, Market Data, Business Intelligence, Electronic Trading
Education
Ithaca College
BS, Computer Science / Mathematics
New York University - Polytechnic School of Engineering
MS, Computer Science
Merrill Lynch 2007 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Data Warehousing, Market Data, Business Intelligence, Electronic Trading
Education
Ithaca College
BS, Computer Science / Mathematics
New York University - Polytechnic School of Engineering
MS, Computer Science
Erica Chaikin's Morgan Stanley Experience June 2006 - Present
Job Morgan Stanley
Industry Insurance
Experience
Morgan Stanley June 2006 - Present
Mount Sinai Medical Center June 2003 - June 2006
Education
Ithaca College 1999 — 2003
BS, Health Services Administration
Morgan Stanley June 2006 - Present
Mount Sinai Medical Center June 2003 - June 2006
Education
Ithaca College 1999 — 2003
BS, Health Services Administration
Joel Nachman's Morgan Stanley Experience May 2012 - February 2014
Job Senior Advisor at Eleven Canterbury, LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Marta (Michael) Carpenter's Morgan Stanley Experience May 2010 - October 2012
Job
Industry Banking
Experience
Bank of America January 2014 - Present
Goldman Sachs October 2012 - January 2014
Morgan Stanley May 2010 - October 2012
International Rescue Committee May 2009 - November 2009
UBS Wealth Management November 2004 - December 2008
Skills
AML, Equities, Securities, Securities Regulation, Asset Management, Legal Compliance, OFAC, Due Diligence, Hedge Funds, Fixed Income, SAR, Bloomberg, Capital Markets, Anti Money Laundering
Education
New York Law School 2006 — 2010
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Uniwersytet Jagielloński w Krakowie 2001 — 2002
European Studies/ European Union legal structure and governance
Bank of America January 2014 - Present
Goldman Sachs October 2012 - January 2014
Morgan Stanley May 2010 - October 2012
International Rescue Committee May 2009 - November 2009
UBS Wealth Management November 2004 - December 2008
Skills
AML, Equities, Securities, Securities Regulation, Asset Management, Legal Compliance, OFAC, Due Diligence, Hedge Funds, Fixed Income, SAR, Bloomberg, Capital Markets, Anti Money Laundering
Education
New York Law School 2006 — 2010
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Uniwersytet Jagielloński w Krakowie 2001 — 2002
European Studies/ European Union legal structure and governance
Derek Mah's Morgan Stanley Experience August 2004 - May 2005
Job Investments TPMG Capital
Industry Real Estate
Experience
TPMG Capital June 2006 - Present
Morgan Stanley August 2004 - May 2005
American Express September 2002 - July 2004
The Loyalty Group 1996 - 2000
Education
London Business School 2002 — 2002
IEP2002, Business
The University of Chicago Booth School of Business 2000 — 2002
MBA, Strategy, Finance
Ivey Business School at Western University 1993 — 1995
HBA, Business
TPMG Capital June 2006 - Present
Morgan Stanley August 2004 - May 2005
American Express September 2002 - July 2004
The Loyalty Group 1996 - 2000
Education
London Business School 2002 — 2002
IEP2002, Business
The University of Chicago Booth School of Business 2000 — 2002
MBA, Strategy, Finance
Ivey Business School at Western University 1993 — 1995
HBA, Business
Laurie Campbell's Morgan Stanley Experience April 1992 - July 1997
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2005 - Present
Goldman Sachs August 1997 - June 2003
Morgan Stanley April 1992 - July 1997
Salomon Brothers July 1989 - April 1992
Education
Ivey Business School at Western University 1987 — 1989
MBA
McGill University 1980 — 1983
Bachelor of Commerce, Business Administration
Bank of America Merrill Lynch October 2005 - Present
Goldman Sachs August 1997 - June 2003
Morgan Stanley April 1992 - July 1997
Salomon Brothers July 1989 - April 1992
Education
Ivey Business School at Western University 1987 — 1989
MBA
McGill University 1980 — 1983
Bachelor of Commerce, Business Administration
Rajiv Shukla's Morgan Stanley Experience July 2010 - Present
Job at Morgan Stanley
Industry Media Production
Experience
Morgan Stanley July 2010 - Present
Bloomberg LP June 2003 - June 2010
Telcordia 1998 - 2003
GTE Laboratories May 1997 - June 1998
Bellcore July 1995 - May 1997
Action Technologies 1995 - 1995
Skills
Low Latency, Market Data, Multithreading, Distributed Systems, High Performance..., Exegy, SR Labs, Electronic Trading, Trading Systems, TCP/IP, Unix, Integration, Perl, Databases, Software Design, Solaris, Shell Scripting, Software Development
Education
University at Albany, SUNY 1993 — 1995
MS, Computer Science
Jadavpur University 1990 — 1992
MCSE, Computer Science & Engineering
Jadavpur University 1986 — 1990
BCSE, Computer Science & Engineering
Morgan Stanley July 2010 - Present
Bloomberg LP June 2003 - June 2010
Telcordia 1998 - 2003
GTE Laboratories May 1997 - June 1998
Bellcore July 1995 - May 1997
Action Technologies 1995 - 1995
Skills
Low Latency, Market Data, Multithreading, Distributed Systems, High Performance..., Exegy, SR Labs, Electronic Trading, Trading Systems, TCP/IP, Unix, Integration, Perl, Databases, Software Design, Solaris, Shell Scripting, Software Development
Education
University at Albany, SUNY 1993 — 1995
MS, Computer Science
Jadavpur University 1990 — 1992
MCSE, Computer Science & Engineering
Jadavpur University 1986 — 1990
BCSE, Computer Science & Engineering
Linda Jackson's Morgan Stanley Experience June 1984 - June 1986
Job Owner, Team TIBCO
Industry Financial Services
Experience
Team TIBCO June 2005 - Present
Bonny Doon Vineyard 2003 - 2005
Credit Suisse First Boston 2000 - 2003
Canadian National team August 1993 - February 2000
Alex. Brown & Sons September 1988 - July 1993
First Boston June 1987 - September 1987
Morgan Stanley June 1984 - June 1986
Skills
Sales Management, Venture Capital, Marketing Strategy, New Business Development, Start-ups, Strategic Planning, Public Speaking, Social Media Marketing, Budgets, Customer Service, Event Management, SaaS, Strategic Partnerships, Marketing, Business Development, Leadership, Entrepreneurship, Strategy, Product Marketing, Product Management, Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Ivey Business School at Western University 1980 — 1984
HBA, Business
Team TIBCO June 2005 - Present
Bonny Doon Vineyard 2003 - 2005
Credit Suisse First Boston 2000 - 2003
Canadian National team August 1993 - February 2000
Alex. Brown & Sons September 1988 - July 1993
First Boston June 1987 - September 1987
Morgan Stanley June 1984 - June 1986
Skills
Sales Management, Venture Capital, Marketing Strategy, New Business Development, Start-ups, Strategic Planning, Public Speaking, Social Media Marketing, Budgets, Customer Service, Event Management, SaaS, Strategic Partnerships, Marketing, Business Development, Leadership, Entrepreneurship, Strategy, Product Marketing, Product Management, Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Ivey Business School at Western University 1980 — 1984
HBA, Business
Adam Crawley's Morgan Stanley Experience April 2009 - Present
Job US Equity Research Sales at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2009 - Present
Education
James Madison University 2001 — 2006
James Madison University 2001 — 2006
BS, Economics, Finance
Morgan Stanley April 2009 - Present
Education
James Madison University 2001 — 2006
James Madison University 2001 — 2006
BS, Economics, Finance
Steve Beck, CFA's Morgan Stanley Experience May 2007 - August 2007
Job Sr. Investment Analyst at Sempra Energy
Industry Investment Management
Experience
CFA Society of San Diego June 2015 - Present
Sempra Energy January 2013 - Present
The Walt Disney Company September 2011 - January 2013
The Walt Disney Company May 2010 - September 2011
KPMG Advisory September 2008 - May 2010
Morgan Stanley May 2007 - August 2007
Merrill Lynch September 2006 - May 2007
Skills
Financial Modeling, Investments, Internal Controls, Portfolio Management, Analysis, Fixed Income, Alternative Investments, Equities, Economics, Bloomberg, Hedge Funds, Due Diligence
Education
Ithaca College 2004 — 2008
BS, Business Administration
CFA Society of San Diego June 2015 - Present
Sempra Energy January 2013 - Present
The Walt Disney Company September 2011 - January 2013
The Walt Disney Company May 2010 - September 2011
KPMG Advisory September 2008 - May 2010
Morgan Stanley May 2007 - August 2007
Merrill Lynch September 2006 - May 2007
Skills
Financial Modeling, Investments, Internal Controls, Portfolio Management, Analysis, Fixed Income, Alternative Investments, Equities, Economics, Bloomberg, Hedge Funds, Due Diligence
Education
Ithaca College 2004 — 2008
BS, Business Administration
Bill Schilkie's Morgan Stanley Experience August 2015 - Present
Job Vice President, Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Ocwen Financial Corporation July 2014 - July 2015
Ocwen Financial Corporation February 2013 - July 2014
Deloitte June 2011 - February 2013
EY September 2009 - June 2011
Ernst & Young November 2007 - September 2009
Accenture September 2006 - November 2007
Accenture July 2004 - September 2006
Skills
Risk Management, Capital Markets, Credit Risk, Management Consulting, Mortgage Banking, Banking, Portfolio Management, Financial Analysis, Strategy, Valuation, Corporate Finance, Governance, Operational Risk, Business Analysis, Internal Audit, Business Process..., Process Improvement
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Business
James Madison University 2000 — 2004
BBA, Finance
Morgan Stanley August 2015 - Present
Ocwen Financial Corporation July 2014 - July 2015
Ocwen Financial Corporation February 2013 - July 2014
Deloitte June 2011 - February 2013
EY September 2009 - June 2011
Ernst & Young November 2007 - September 2009
Accenture September 2006 - November 2007
Accenture July 2004 - September 2006
Skills
Risk Management, Capital Markets, Credit Risk, Management Consulting, Mortgage Banking, Banking, Portfolio Management, Financial Analysis, Strategy, Valuation, Corporate Finance, Governance, Operational Risk, Business Analysis, Internal Audit, Business Process..., Process Improvement
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Business
James Madison University 2000 — 2004
BBA, Finance
MRIDUL JHUNJHUNWALA's Morgan Stanley Experience June 1999 - February 2013
Job Data Warehouse Specialist at TD Bank, America's Most Convenient Bank
Industry Financial Services
Experience
TD Bank, America's Most Convenient Bank April 2013 - Present
Morgan Stanley June 1999 - February 2013
Credit Suisse January 1999 - May 1999
JPMorgan Chase October 1996 - December 1998
Citicorp Information Technologies Industry Limited (Now i-flex Solutions) February 1994 - September 1996
Datamatics Global Services Limited August 1993 - January 1994
Skills
Sybase, Data Warehousing, Business Intelligence, Data Modeling, SDLC, ETL, DB2, Database Design, SQL, Software Project..., Teradata, Software Development, Data Warehouse..., Unix Shell Scripting, Data Integration, Performance Tuning, Data Analysis, Unix, Financial Reporting, Perl, Reference Data, Project Management, Informatica, Oracle, Business Analysis, Requirements Gathering, Business Objects
Education
VJTI 1989 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Jai Hind College 1987 — 1989
TD Bank, America's Most Convenient Bank April 2013 - Present
Morgan Stanley June 1999 - February 2013
Credit Suisse January 1999 - May 1999
JPMorgan Chase October 1996 - December 1998
Citicorp Information Technologies Industry Limited (Now i-flex Solutions) February 1994 - September 1996
Datamatics Global Services Limited August 1993 - January 1994
Skills
Sybase, Data Warehousing, Business Intelligence, Data Modeling, SDLC, ETL, DB2, Database Design, SQL, Software Project..., Teradata, Software Development, Data Warehouse..., Unix Shell Scripting, Data Integration, Performance Tuning, Data Analysis, Unix, Financial Reporting, Perl, Reference Data, Project Management, Informatica, Oracle, Business Analysis, Requirements Gathering, Business Objects
Education
VJTI 1989 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Jai Hind College 1987 — 1989
Randi Feigin's Morgan Stanley Experience 1989 - 1991
Job Chief Commercial and Investment Officer at Arx Pax
Industry Telecommunications
Experience
Arx Pax February 2015 - Present
Extreme Networks February 2014 - Present
Consultant November 2013 - January 2015
Juniper Networks June 1999 - November 2012
Cisco Systems July 1996 - June 1999
Stratacom January 1994 - July 1996
Morgan Stanley, Smith Barney, Robertson Stephens May 1989 - January 1994
Morgan Stanley 1989 - 1991
Skills
Go-to-market Strategy, Strategic Partnerships, Strategic Alliances, Sales Enablement, Business Alliances, Demand Generation, Cross-functional Team..., Strategic Communications, Corporate Communications, Internal Communications, Financial Analysis, Financial Reporting, New Business Development, Business Process..., Product Management, Strategy, Business Development, Channel Partners, Managed Services, Cloud Computing, SaaS, Emerging Markets, Investor Relations, Partner Management, Enterprise Software, Start-ups, Solution Selling, Professional Services
Education
Ithaca College 1985 — 1989
BS, Finance
JFK High School
Stanford Directors College
Stanford Directors College
Stanford University Law School
Arx Pax February 2015 - Present
Extreme Networks February 2014 - Present
Consultant November 2013 - January 2015
Juniper Networks June 1999 - November 2012
Cisco Systems July 1996 - June 1999
Stratacom January 1994 - July 1996
Morgan Stanley, Smith Barney, Robertson Stephens May 1989 - January 1994
Morgan Stanley 1989 - 1991
Skills
Go-to-market Strategy, Strategic Partnerships, Strategic Alliances, Sales Enablement, Business Alliances, Demand Generation, Cross-functional Team..., Strategic Communications, Corporate Communications, Internal Communications, Financial Analysis, Financial Reporting, New Business Development, Business Process..., Product Management, Strategy, Business Development, Channel Partners, Managed Services, Cloud Computing, SaaS, Emerging Markets, Investor Relations, Partner Management, Enterprise Software, Start-ups, Solution Selling, Professional Services
Education
Ithaca College 1985 — 1989
BS, Finance
JFK High School
Stanford Directors College
Stanford Directors College
Stanford University Law School
John Shannon, CFA's Morgan Stanley Experience July 2015 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
BMO Capital Markets August 1998 - May 2015
Wedbush Morgan Securities August 1994 - August 1996
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
McGill University 1990 — 1993
BA, Economics
Morgan Stanley July 2015 - Present
BMO Capital Markets August 1998 - May 2015
Wedbush Morgan Securities August 1994 - August 1996
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
McGill University 1990 — 1993
BA, Economics
Raymond Taras's Morgan Stanley Experience September 2009 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Morgan Stanley January 2002 - September 2009
Morgan Stanley 2000 - 2001
Morgan Stanley 1983 - 2000
Skills
Risk Management, Fixed Income, Electronic Trading, Capital Markets, Trading, Bonds, Securities, Investment Banking, Hold Series 7, Preferred Stock Trading, Operational Risk..., Hold Series 63, Hold Series 24, Risk and Control Self..., Hedge Funds, Derivatives, Commodity, Operational Risk, Equities, Financial Risk, Financial Markets, Series 7, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Ithaca College 1976 — 1980
BM, Music Education
Morgan Stanley September 2009 - Present
Morgan Stanley January 2002 - September 2009
Morgan Stanley 2000 - 2001
Morgan Stanley 1983 - 2000
Skills
Risk Management, Fixed Income, Electronic Trading, Capital Markets, Trading, Bonds, Securities, Investment Banking, Hold Series 7, Preferred Stock Trading, Operational Risk..., Hold Series 63, Hold Series 24, Risk and Control Self..., Hedge Funds, Derivatives, Commodity, Operational Risk, Equities, Financial Risk, Financial Markets, Series 7, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Ithaca College 1976 — 1980
BM, Music Education
Brian Sheridan's Morgan Stanley Experience March 2002 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2002 - Present
Skills
Fixed Income, Commodities Trading, Asset Optimization, Trading, Electronic Trading, Commodity, Hedging, Interest Rate..., Commodity Markets, Options, Swaps, Middle Office, Proprietary Trading, Settlement, Capital Markets, Risk Management, Trading Systems
Education
James Madison University 1997 — 2001
BS, Finance, General
Morgan Stanley March 2002 - Present
Skills
Fixed Income, Commodities Trading, Asset Optimization, Trading, Electronic Trading, Commodity, Hedging, Interest Rate..., Commodity Markets, Options, Swaps, Middle Office, Proprietary Trading, Settlement, Capital Markets, Risk Management, Trading Systems
Education
James Madison University 1997 — 2001
BS, Finance, General
Cory Lehnbeuter's Morgan Stanley Experience September 2006 - Present
Job Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2006 - Present
Skills
Business Analysis, Microsoft Office, Fire Eating, Process Improvement, Leadership, Project Management, PowerPoint
Education
Ithaca College 2001 — 2005
Bachelor's degree, Accounting and Finance
Morgan Stanley September 2006 - Present
Skills
Business Analysis, Microsoft Office, Fire Eating, Process Improvement, Leadership, Project Management, PowerPoint
Education
Ithaca College 2001 — 2005
Bachelor's degree, Accounting and Finance
Michael Orsley's Morgan Stanley Experience May 2014 - Present
Job Director at Morgan Stanley
Industry Logistics and Supply Chain
Experience
Morgan Stanley May 2014 - Present
Integreon September 2010 - May 2014
Lazard Freres & Co. March 2010 - September 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 1995 - 2007
Chatfield Dean 1994 - 1994
Skills
Vendor Management, Strategy, Leadership, CRM, Team Leadership, Research, Contract Negotiation, Analysis, Project Management, Business Development, Strategic Planning, Human Resources, Training, Outsourcing, Business Strategy, Procurement
Education
Ithaca College 1990 — 1994
BS, International Business
Morgan Stanley May 2014 - Present
Integreon September 2010 - May 2014
Lazard Freres & Co. March 2010 - September 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 1995 - 2007
Chatfield Dean 1994 - 1994
Skills
Vendor Management, Strategy, Leadership, CRM, Team Leadership, Research, Contract Negotiation, Analysis, Project Management, Business Development, Strategic Planning, Human Resources, Training, Outsourcing, Business Strategy, Procurement
Education
Ithaca College 1990 — 1994
BS, International Business
Bev Bishop's Morgan Stanley Experience September 2005 - July 2010
Job Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus August 2010 - Present
Morgan Stanley September 2005 - July 2010
Legg Mason October 2000 - September 2005
Deposit Guaranty Investments October 1993 - October 2000
Deposit Guaranty National Bank 1991 - 1993
Deposit Guaranty Bank September 1989 - September 1991
Skills
Investments, Corporate Finance, Financial Services, Strategic Financial..., Risk Management, Retirement Planning, Portfolio Management, Management, Finance
Education
Jackson State University 1985 — 1989
BS, Finance
St. Andrews Episcopal School 1972 — 1985
Stifel Nicolaus August 2010 - Present
Morgan Stanley September 2005 - July 2010
Legg Mason October 2000 - September 2005
Deposit Guaranty Investments October 1993 - October 2000
Deposit Guaranty National Bank 1991 - 1993
Deposit Guaranty Bank September 1989 - September 1991
Skills
Investments, Corporate Finance, Financial Services, Strategic Financial..., Risk Management, Retirement Planning, Portfolio Management, Management, Finance
Education
Jackson State University 1985 — 1989
BS, Finance
St. Andrews Episcopal School 1972 — 1985
Derek Stockenberg's Morgan Stanley Experience March 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Skills
Wealth Management, Series 7, Leadership, Mortgage Lending, Banking, Securities
Education
Jacksonville University 1987 — 1992
Bachelor of Arts (BA), Finance, International Business
St. John's High School 1983 — 1987
Morgan Stanley March 2015 - Present
Skills
Wealth Management, Series 7, Leadership, Mortgage Lending, Banking, Securities
Education
Jacksonville University 1987 — 1992
Bachelor of Arts (BA), Finance, International Business
St. John's High School 1983 — 1987
Jay Hatfield's Morgan Stanley Experience July 2000 - April 2012
Job Global Project Team Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2000 - April 2012
Skills
Alternative Investments, Asset Management, Bloomberg
Education
Ithaca College 1995 — 1999
Morgan Stanley July 2000 - April 2012
Skills
Alternative Investments, Asset Management, Bloomberg
Education
Ithaca College 1995 — 1999
Roshankumar Vilas Ingole's Morgan Stanley Experience April 2004 - Present
Job Technical Project Manager
Industry Information Technology and Services
Experience
Morgan Stanley April 2004 - Present
Capgemini March 2004 - Present
Syntel July 2003 - March 2004
Geodesic Limited October 2002 - June 2003
Voltaire Leasing and Finance Ltd., Mumbai, India. August 2001 - August 2002
Skills
Enterprise Architecture, Web Content Management, Enterprise Content..., Sybase, Agile Methodologies, SDLC, Unix, Requirements Analysis, Hibernate, Tomcat, Ant, Java Enterprise Edition, Vignette Portal, Weblogic
Education
North Maharashtra University 1996 — 2000
B.E., Computer Science
Jai Hind College 1994 — 1996
HSC
Morgan Stanley April 2004 - Present
Capgemini March 2004 - Present
Syntel July 2003 - March 2004
Geodesic Limited October 2002 - June 2003
Voltaire Leasing and Finance Ltd., Mumbai, India. August 2001 - August 2002
Skills
Enterprise Architecture, Web Content Management, Enterprise Content..., Sybase, Agile Methodologies, SDLC, Unix, Requirements Analysis, Hibernate, Tomcat, Ant, Java Enterprise Edition, Vignette Portal, Weblogic
Education
North Maharashtra University 1996 — 2000
B.E., Computer Science
Jai Hind College 1994 — 1996
HSC
Dave Foreback's Morgan Stanley Experience November 1997 - August 1999
Job Director of Cash Trading Compliance at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities, LLC June 2005 - Present
CSFB May 2004 - May 2005
Goldman Sachs 1999 - 2004
SLK 1998 - 2003
Morgan Stanley November 1997 - August 1999
Skills
Equities, Securities, Fixed Income, Series 7, Capital Markets
Education
Chapman Univ 1992 — 1996
MBA, Finance
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cicero North Syracuse 1982 — 1986
High School
Wells Fargo Securities, LLC June 2005 - Present
CSFB May 2004 - May 2005
Goldman Sachs 1999 - 2004
SLK 1998 - 2003
Morgan Stanley November 1997 - August 1999
Skills
Equities, Securities, Fixed Income, Series 7, Capital Markets
Education
Chapman Univ 1992 — 1996
MBA, Finance
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cicero North Syracuse 1982 — 1986
High School
Peter Justini's Morgan Stanley Experience 1990 - 1996
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2012 - Present
RBC Capital Markets May 2012 - Present
CIT Group & CIT Capital Markets March 2009 - May 2012
Resources Global Professionals February 2008 - March 2009
Barclays Capital 2004 - 2007
Deustche Bank 1997 - 2004
Deutsche Bank 1996 - 2004
Morgan Stanley 1990 - 1996
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Risk Management, Hedge Funds, Banking, Structured Finance, Corporate Finance, Financial Services, Investment Banking, Financial Risk, Due Diligence, Financial Analysis, Credit Derivatives, Financial Modeling, Securities, Finance
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Jack Welch Management Institute
wandel
RBC Capital Markets May 2012 - Present
RBC Capital Markets May 2012 - Present
CIT Group & CIT Capital Markets March 2009 - May 2012
Resources Global Professionals February 2008 - March 2009
Barclays Capital 2004 - 2007
Deustche Bank 1997 - 2004
Deutsche Bank 1996 - 2004
Morgan Stanley 1990 - 1996
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Risk Management, Hedge Funds, Banking, Structured Finance, Corporate Finance, Financial Services, Investment Banking, Financial Risk, Due Diligence, Financial Analysis, Credit Derivatives, Financial Modeling, Securities, Finance
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Jack Welch Management Institute
wandel
Britt Milner Rodriguez's Morgan Stanley Experience 1994 - 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2009 - Present
OpHedge Investment Services July 2008 - February 2009
Morgan Stanley 1994 - 2008
Education
Ithaca College 1990 — 1994
Bachelor of Arts (BA), Mathematics and Economics
JPMorgan Chase September 2009 - Present
OpHedge Investment Services July 2008 - February 2009
Morgan Stanley 1994 - 2008
Education
Ithaca College 1990 — 1994
Bachelor of Arts (BA), Mathematics and Economics
Christopher Havis's Morgan Stanley Experience 2012 - 2014
Job DSM Nutritional Products
Industry Food & Beverages
Experience
RBC Wealth Management August 2014 - November 2014
Morgan Stanley 2012 - 2014
Morgan Stanley 2012 - 2014
Morgan Stanley 2012 - 2014
Fortitech November 2010 - March 2012
Northwestern Mutual May 2008 - August 2008
Skills
Inventory Management, Logistics, Business Development, Research, Forecasting, Sales, Marketing, Customer Service, Budget, New Business Development, Sales Management, Negotiation, Microsoft Excel
Education
Ithaca College 2006 — 2010
BS, Business Administration
RBC Wealth Management August 2014 - November 2014
Morgan Stanley 2012 - 2014
Morgan Stanley 2012 - 2014
Morgan Stanley 2012 - 2014
Fortitech November 2010 - March 2012
Northwestern Mutual May 2008 - August 2008
Skills
Inventory Management, Logistics, Business Development, Research, Forecasting, Sales, Marketing, Customer Service, Budget, New Business Development, Sales Management, Negotiation, Microsoft Excel
Education
Ithaca College 2006 — 2010
BS, Business Administration
Edward (Ted) Backer's Morgan Stanley Experience April 2014 - Present
Job Global Head of CrossAsset Listed Derivatives Execution at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley June 2012 - April 2014
Morgan Stanley March 2009 - June 2012
Morgan Stanley February 1999 - March 2009
Morgan Stanley November 1995 - February 1999
Skills
Management, Investments, Fixed Income, Portfolio Management, Series 7, Derivatives, Capital Markets, Financial Analysis, Wealth Management, Investment Banking, Financial Modeling, Asset Management
Education
James Madison University 1991 — 1995
BA, Econ/Pl Science
Morgan Stanley April 2014 - Present
Morgan Stanley June 2012 - April 2014
Morgan Stanley March 2009 - June 2012
Morgan Stanley February 1999 - March 2009
Morgan Stanley November 1995 - February 1999
Skills
Management, Investments, Fixed Income, Portfolio Management, Series 7, Derivatives, Capital Markets, Financial Analysis, Wealth Management, Investment Banking, Financial Modeling, Asset Management
Education
James Madison University 1991 — 1995
BA, Econ/Pl Science
Marc Wollin's Morgan Stanley Experience January 2006 - Present
Job Video & Event Writer/Producer/Director/Stage Manager
Industry Media Production
Experience
NBA 2012 - Present
Thomson Reuters January 2010 - Present
UBS Wealth Management 2010 - Present
CIT 2010 - Present
Bank of America January 2009 - Present
First Protocol 2009 - Present
Morgan Stanley January 2006 - Present
Comcast January 2006 - Present
Stage America September 2004 - Present
American Express January 2004 - Present
Education
Ithaca College 1974 — 1978
NBA 2012 - Present
Thomson Reuters January 2010 - Present
UBS Wealth Management 2010 - Present
CIT 2010 - Present
Bank of America January 2009 - Present
First Protocol 2009 - Present
Morgan Stanley January 2006 - Present
Comcast January 2006 - Present
Stage America September 2004 - Present
American Express January 2004 - Present
Education
Ithaca College 1974 — 1978
Adam Savarese's Morgan Stanley Experience October 2002 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2002 - Present
Goldman Sachs June 1999 - October 2002
Education
James Madison University 1995 — 1999
Morgan Stanley October 2002 - Present
Goldman Sachs June 1999 - October 2002
Education
James Madison University 1995 — 1999
Christopher Nassan's Morgan Stanley Experience February 2005 - October 2008
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch June 1998 - February 2005
Education
Ithaca College 1994 — 1998
B.S., Finance
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch June 1998 - February 2005
Education
Ithaca College 1994 — 1998
B.S., Finance
Michael Satcowitz's Morgan Stanley Experience April 2007 - July 2008
Job Manager at State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
Cheryl Ampel's Morgan Stanley Experience 1992 - 1999
Job VP and Owner, Atlanta Audio & Automation
Industry Consumer Electronics
Experience
Atlanta Audio & Automation January 2005 - Present
Fidelity Information Services 2002 - 2004
S1 Corporation 1999 - 2002
Morgan Stanley 1992 - 1999
Coopers & Lybrand 1990 - 1992
JPMorgan Chase 1988 - 1990
Skills
Home Theater, Project Management, Home Automation, Lighting Control, Sound, Video, Security, Software Installation, Multi-room Audio, Networking, Consumer Electronics, AV, Product Marketing, Surveillance, Product Management, Integration, Entrepreneurship, New Business Development, Shades, iPad, Sales Management, E-commerce, Small Business
Education
Ithaca College 1984 — 1988
BS, Finance
Pace University 1988 — 1991
MBA, Accounting
Ocean Township High School 1980 — 1984
Atlanta Audio & Automation January 2005 - Present
Fidelity Information Services 2002 - 2004
S1 Corporation 1999 - 2002
Morgan Stanley 1992 - 1999
Coopers & Lybrand 1990 - 1992
JPMorgan Chase 1988 - 1990
Skills
Home Theater, Project Management, Home Automation, Lighting Control, Sound, Video, Security, Software Installation, Multi-room Audio, Networking, Consumer Electronics, AV, Product Marketing, Surveillance, Product Management, Integration, Entrepreneurship, New Business Development, Shades, iPad, Sales Management, E-commerce, Small Business
Education
Ithaca College 1984 — 1988
BS, Finance
Pace University 1988 — 1991
MBA, Accounting
Ocean Township High School 1980 — 1984
Colleen Hannifan's Morgan Stanley Experience October 1999 - April 2002
Job BSS at MedImmune
Industry Biotechnology
Experience
MedImmune July 2006 - Present
Bristol-Myers Squibb June 2002 - July 2006
Morgan Stanley October 1999 - April 2002
Dana Farber Cancer Institute September 1998 - August 1999
Skills
Pharmaceutical Sales, Pediatrics, Infectious Diseases, Biotechnology
Education
Ithaca College 1994 — 1998
Bachelor of Science (BS), Community Health Education
IIN
MedImmune July 2006 - Present
Bristol-Myers Squibb June 2002 - July 2006
Morgan Stanley October 1999 - April 2002
Dana Farber Cancer Institute September 1998 - August 1999
Skills
Pharmaceutical Sales, Pediatrics, Infectious Diseases, Biotechnology
Education
Ithaca College 1994 — 1998
Bachelor of Science (BS), Community Health Education
IIN
Ben Cerza's Morgan Stanley Experience May 2008 - November 2010
Job Territory Account Manager
Industry Medical Devices
Experience
Ultradent Products, Inc. October 2013 - Present
Forest Pharmaceuticals March 2011 - October 2013
Raytheon November 2010 - March 2011
Morgan Stanley May 2008 - November 2010
Skills
Cardiology, Gastroenterology, Forecasting, Sales Force Development, Selling Skills, Solution Selling, Strategic Selling Skills, Market Analysis, Sales Effectiveness, Account Management, Pharmaceutical Industry, Pharmaceutical Sales, New Business Development, Cross-functional Team..., Market Share, Execution of Business..., Financial Services, Competitive Analysis, Managed Care, Product Launch, Negotiation, Sales, Selling, Sales Presentations, Salesforce.com, Medical Devices
Education
James Madison University 2004 — 2008
B.B.A, Finance
Ultradent Products, Inc. October 2013 - Present
Forest Pharmaceuticals March 2011 - October 2013
Raytheon November 2010 - March 2011
Morgan Stanley May 2008 - November 2010
Skills
Cardiology, Gastroenterology, Forecasting, Sales Force Development, Selling Skills, Solution Selling, Strategic Selling Skills, Market Analysis, Sales Effectiveness, Account Management, Pharmaceutical Industry, Pharmaceutical Sales, New Business Development, Cross-functional Team..., Market Share, Execution of Business..., Financial Services, Competitive Analysis, Managed Care, Product Launch, Negotiation, Sales, Selling, Sales Presentations, Salesforce.com, Medical Devices
Education
James Madison University 2004 — 2008
B.B.A, Finance
Matthew Campo, MHA Candidate's Morgan Stanley Experience December 2013 - December 2013
Job Administrative Resident at The University of Colorado Health
Industry Hospital & Health Care
Experience
University of Colorado Health June 2015 - Present
University of Scranton May 2014 - May 2015
The Wright Center for Graduate Medical Education January 2015 - April 2015
Brazilian Health Ministry January 2015 - January 2015
St. Joseph’s Medical Group September 2014 - December 2014
Leahy Community Health and Family Center October 2013 - August 2014
Morgan Stanley December 2013 - December 2013
Harrisonburg Community Health Center January 2013 - May 2013
AtlantiCare- Member of the Geisinger Health System May 2012 - August 2012
Universidad de Iberoamericana and The Peace Corps May 2012 - May 2012
Skills
Healthcare Management, Leadership, Healthcare, Teamwork, Hospitals, Quality Improvement, Time Management, Microsoft Excel, Finance, Microsoft Office, Investments, Team Building, HIPAA, Health Care Systems, Customer Service, Operations Management, Change Management, Strategic Planning, Revenue Cycle, Adaptability, Asset Management, Wealth Management, Budgets, Community Service, Strategic Business, Six Sigma, Healthcare Information..., Lean Management, Event Planning, Health Policy, Patient Safety, Physician Relations, Managed Care, Provider Relations, Practice Management
Education
University of Scranton 2013 — 2015
Master's Degree, Health Administration, GPA: 3.9
James Madison University 2009 — 2013
Bachelor's Degree, Health Services Administration, Major GPA: 3.7
St. Augustine Preparatory School 2005 — 2009
High School
University of Colorado Health June 2015 - Present
University of Scranton May 2014 - May 2015
The Wright Center for Graduate Medical Education January 2015 - April 2015
Brazilian Health Ministry January 2015 - January 2015
St. Joseph’s Medical Group September 2014 - December 2014
Leahy Community Health and Family Center October 2013 - August 2014
Morgan Stanley December 2013 - December 2013
Harrisonburg Community Health Center January 2013 - May 2013
AtlantiCare- Member of the Geisinger Health System May 2012 - August 2012
Universidad de Iberoamericana and The Peace Corps May 2012 - May 2012
Skills
Healthcare Management, Leadership, Healthcare, Teamwork, Hospitals, Quality Improvement, Time Management, Microsoft Excel, Finance, Microsoft Office, Investments, Team Building, HIPAA, Health Care Systems, Customer Service, Operations Management, Change Management, Strategic Planning, Revenue Cycle, Adaptability, Asset Management, Wealth Management, Budgets, Community Service, Strategic Business, Six Sigma, Healthcare Information..., Lean Management, Event Planning, Health Policy, Patient Safety, Physician Relations, Managed Care, Provider Relations, Practice Management
Education
University of Scranton 2013 — 2015
Master's Degree, Health Administration, GPA: 3.9
James Madison University 2009 — 2013
Bachelor's Degree, Health Services Administration, Major GPA: 3.7
St. Augustine Preparatory School 2005 — 2009
High School
Shan Artani's Morgan Stanley Experience June 2013 - August 2013
Job Investment Banking Analyst
Industry Investment Banking
Experience
Morgan Stanley June 2013 - August 2013
Skills
Financial Analysis, Trading, Teamwork, Research, Financial Modeling, Start-ups, Software Project..., Equity Valuation
Education
Ivey Business School at Western University
Bachelor of Arts, Honours Business Administration (HBA)
Marc Garneau Collegiate Institute
Talented Offerings for Programs in the Sciences (TOPS)
Morgan Stanley June 2013 - August 2013
Skills
Financial Analysis, Trading, Teamwork, Research, Financial Modeling, Start-ups, Software Project..., Equity Valuation
Education
Ivey Business School at Western University
Bachelor of Arts, Honours Business Administration (HBA)
Marc Garneau Collegiate Institute
Talented Offerings for Programs in the Sciences (TOPS)
Jeff Chen's Morgan Stanley Experience June 2008 - August 2008
Job Investment Banking at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs July 2013 - July 2014
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Morgan Stanley June 2008 - August 2008
Ontario Ministry of Finance May 2007 - August 2007
Education
Ivey Business School at Western University 2009 — 2011
Finance
Upper Canada College 1996 — 2006
Goldman Sachs August 2014 - Present
Goldman Sachs July 2013 - July 2014
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Morgan Stanley June 2008 - August 2008
Ontario Ministry of Finance May 2007 - August 2007
Education
Ivey Business School at Western University 2009 — 2011
Finance
Upper Canada College 1996 — 2006
April Cargill's Morgan Stanley Experience March 2014 - Present
Job Event Coordinator at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley March 2014 - Present
SpotCo January 2014 - March 2014
SpotCo October 2013 - January 2014
LaForce + Stevens May 2013 - August 2013
LaForce + Stevens December 2012 - June 2013
LaForce + Stevens September 2012 - December 2012
The Hartman Group PR December 2011 - January 2012
SpotCo May 2011 - August 2011
Skills
Blogging, PowerPoint, Public Speaking, Press Releases, Public Relations, Management, Social Media Marketing, Social Media, Leadership, Facebook, Social Networking, Marketing
Education
James Madison University 2008 — 2012
Bachelor of Arts, Public Relations in the School of Communication Studies
Universitat Autònoma de Barcelona
Study Abroad, Summer 2010
Morgan Stanley March 2014 - Present
SpotCo January 2014 - March 2014
SpotCo October 2013 - January 2014
LaForce + Stevens May 2013 - August 2013
LaForce + Stevens December 2012 - June 2013
LaForce + Stevens September 2012 - December 2012
The Hartman Group PR December 2011 - January 2012
SpotCo May 2011 - August 2011
Skills
Blogging, PowerPoint, Public Speaking, Press Releases, Public Relations, Management, Social Media Marketing, Social Media, Leadership, Facebook, Social Networking, Marketing
Education
James Madison University 2008 — 2012
Bachelor of Arts, Public Relations in the School of Communication Studies
Universitat Autònoma de Barcelona
Study Abroad, Summer 2010
Michael Deliakis's Morgan Stanley Experience June 2013 - July 2015
Job Investment Analyst at IFC Asset Management Company
Industry Investment Management
Experience
IFC Asset Management Company September 2015 - Present
ACIIC April 2012 - Present
Morgan Stanley June 2013 - July 2015
RBC Capital Markets May 2012 - August 2012
Education
Richard Ivey School of Business 2009 — 2013
Bachlor of Arts, Honours Business Administration (HBA)
Toronto French School 2003 — 2009
Bilingual International Baccalaureate Dimloma
IFC Asset Management Company September 2015 - Present
ACIIC April 2012 - Present
Morgan Stanley June 2013 - July 2015
RBC Capital Markets May 2012 - August 2012
Education
Richard Ivey School of Business 2009 — 2013
Bachlor of Arts, Honours Business Administration (HBA)
Toronto French School 2003 — 2009
Bilingual International Baccalaureate Dimloma
Peter Laub's Morgan Stanley Experience March 2005 - January 2007
Job Sr. Operations Associate at Churchill Capital
Industry Financial Services
Experience
Churchill Capital December 2012 - Present
Morgan Stanley Investment Management February 2007 - January 2012
Morgan Stanley March 2005 - January 2007
Highlander Asset Management June 2000 - March 2005
Skills
Fixed Income, Equities, Series 7, Series 63, Settlement, Hedge Funds, Foreign Exchange
Education
Ithaca College
Bachelor of Science
Churchill Capital December 2012 - Present
Morgan Stanley Investment Management February 2007 - January 2012
Morgan Stanley March 2005 - January 2007
Highlander Asset Management June 2000 - March 2005
Skills
Fixed Income, Equities, Series 7, Series 63, Settlement, Hedge Funds, Foreign Exchange
Education
Ithaca College
Bachelor of Science
Brian Hanson's Morgan Stanley Experience 1987 - 1990
Job Founder and Managing Partner at Verus Partners & Co. Inc.
Industry Investment Banking
Experience
Verus Partners & Co., Inc. 2014 - Present
CIBC World Markets 2006 - 2011
Advanced Technology Ventures 2001 - 2004
UBS Investment Bank 1993 - 2000
Gleacher & Co. Inc. 1990 - 1993
Morgan Stanley 1987 - 1990
Nomura Securities Co. Ltd. 1983 - 1985
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business
The University of Western Ontario - Richard Ivey School of Business 1979 — 1983
HBA, Business
Verus Partners & Co., Inc. 2014 - Present
CIBC World Markets 2006 - 2011
Advanced Technology Ventures 2001 - 2004
UBS Investment Bank 1993 - 2000
Gleacher & Co. Inc. 1990 - 1993
Morgan Stanley 1987 - 1990
Nomura Securities Co. Ltd. 1983 - 1985
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business
The University of Western Ontario - Richard Ivey School of Business 1979 — 1983
HBA, Business
Eli Reebel's Morgan Stanley Experience February 2006 - June 2008
Job Business Systems Applications Administrator at Cott Systems
Industry Information Technology and Services
Experience
Cott Systems October 2012 - Present
Ohio Department of Health October 2011 - June 2012
Netwave Corporation March 2011 - June 2012
Morgan Stanley February 2006 - June 2008
Skills
HP ASP Networking, HP ASC Enterprise..., HP APP Enterprise..., VSP, VCP, VMware, Problem Solving, Software Installation, XP, Vista, Windows 7, Windows Server 2008, Active Directory, Cisco Routers, Imaging Systems, End User Support, Computer Hardware..., Networking, Troubleshoot copiers..., Windows Server, Routers, Operating Systems, Troubleshooting
Education
ITT Technical Institute-Hilliard 2009 — 2011
Associate of Applied Sciences in Information Technology, Computer Networking Systems
Cott Systems October 2012 - Present
Ohio Department of Health October 2011 - June 2012
Netwave Corporation March 2011 - June 2012
Morgan Stanley February 2006 - June 2008
Skills
HP ASP Networking, HP ASC Enterprise..., HP APP Enterprise..., VSP, VCP, VMware, Problem Solving, Software Installation, XP, Vista, Windows 7, Windows Server 2008, Active Directory, Cisco Routers, Imaging Systems, End User Support, Computer Hardware..., Networking, Troubleshoot copiers..., Windows Server, Routers, Operating Systems, Troubleshooting
Education
ITT Technical Institute-Hilliard 2009 — 2011
Associate of Applied Sciences in Information Technology, Computer Networking Systems
Henry Kramer's Morgan Stanley Experience June 2012 - June 2013
Job Director at PwC
Industry Information Technology and Services
Experience
PwC July 2013 - Present
Morgan Stanley June 2012 - June 2013
Morgan Stanley November 2009 - June 2012
Morgan Stanley 2002 - 2009
PwC 1997 - 2002
Skills
Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Risk Management, IT Audit, Operational Risk..., Auditing, Information Security, Financial Services, Management, Banking, Operational Risk, Due Diligence
Education
Ithaca College 1986 — 1990
Bachelor of Science, Finance
CHS
CHS
Cheltenham High
PwC July 2013 - Present
Morgan Stanley June 2012 - June 2013
Morgan Stanley November 2009 - June 2012
Morgan Stanley 2002 - 2009
PwC 1997 - 2002
Skills
Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Risk Management, IT Audit, Operational Risk..., Auditing, Information Security, Financial Services, Management, Banking, Operational Risk, Due Diligence
Education
Ithaca College 1986 — 1990
Bachelor of Science, Finance
CHS
CHS
Cheltenham High
Dan Hebert's Morgan Stanley Experience 1982 - 1985
Job MD at North Sea Partners LLC
Industry Investment Banking
Experience
North Sea Partners LLC July 2011 - Present
Tri-Artisan Partners 2005 - 2011
Salomon Brothers 1985 - 1991
Morgan Stanley 1982 - 1985
Skills
Investment Banking, Capital Markets, Valuation, Sell Side, High Yield, Credit Derivatives, ABS, Special Situations, Convertible Bonds, Interest Rate..., Swaps, Capital Raising, Structured Products, Equity Derivatives, Buy-side
Education
Ivey School of Business 1979 — 1981
MBA
North Sea Partners LLC July 2011 - Present
Tri-Artisan Partners 2005 - 2011
Salomon Brothers 1985 - 1991
Morgan Stanley 1982 - 1985
Skills
Investment Banking, Capital Markets, Valuation, Sell Side, High Yield, Credit Derivatives, ABS, Special Situations, Convertible Bonds, Interest Rate..., Swaps, Capital Raising, Structured Products, Equity Derivatives, Buy-side
Education
Ivey School of Business 1979 — 1981
MBA
Joshua Larsen, CRPC's Morgan Stanley Experience July 2015 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - July 2015
Merrill Lynch February 2011 - May 2013
PNC/National City Bank July 2003 - February 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Credit, Banking, Mortgage Lending, Financial Modeling, Coaching, Financial Services, Finance, IRAs, Financial Advisory, Fixed Annuities, Portfolio Management, Securities, 401k, Asset Management, Loans, Life Insurance, Consumer Lending, Long-term Care, Long Term Care Insurance, Wealth Management..., ETFs, Investment Management, Retail Banking, Fixed Income, Mortgage Banking, Relationship Management, Residential Mortgages, Term Life Insurance, Small Business Lending, Commercial Banking, Private Banking, Equities, Loan Origination, Cross Selling, Lines Of Credit
Education
Siena Heights University 2000 — 2006
Bachelor of Science (B.S.), Social Sciences
Jackson Community College 1999 — 2000
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - July 2015
Merrill Lynch February 2011 - May 2013
PNC/National City Bank July 2003 - February 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Credit, Banking, Mortgage Lending, Financial Modeling, Coaching, Financial Services, Finance, IRAs, Financial Advisory, Fixed Annuities, Portfolio Management, Securities, 401k, Asset Management, Loans, Life Insurance, Consumer Lending, Long-term Care, Long Term Care Insurance, Wealth Management..., ETFs, Investment Management, Retail Banking, Fixed Income, Mortgage Banking, Relationship Management, Residential Mortgages, Term Life Insurance, Small Business Lending, Commercial Banking, Private Banking, Equities, Loan Origination, Cross Selling, Lines Of Credit
Education
Siena Heights University 2000 — 2006
Bachelor of Science (B.S.), Social Sciences
Jackson Community College 1999 — 2000
Pankaj Balakrishna's Morgan Stanley Experience February 2001 - March 2005
Job Consultant at selfemployed, LION
Industry Financial Services
Experience
self-employed February 2014 - Present
Traveling the world December 2012 - January 2014
IBM 2010 - 2012
Fidelity Investments 2007 - 2010
Pearson plc 2005 - 2007
Morgan Stanley February 2001 - March 2005
Deutsche Bank January 1998 - December 2000
Skills
Business Analysis, IT Strategy, Business Process..., Program Management, Change Management, Strategy, Project Management, Requirements Analysis, Process Improvement, Business Process, Project Portfolio..., PMO, Management, Consulting, ITIL
Education
Rice University 1997 — 1998
Master's degree, Management Information Systems, General
Ithaca College 1993 — 1997
Bachelor of Science (BS), Political Science and Government
self-employed February 2014 - Present
Traveling the world December 2012 - January 2014
IBM 2010 - 2012
Fidelity Investments 2007 - 2010
Pearson plc 2005 - 2007
Morgan Stanley February 2001 - March 2005
Deutsche Bank January 1998 - December 2000
Skills
Business Analysis, IT Strategy, Business Process..., Program Management, Change Management, Strategy, Project Management, Requirements Analysis, Process Improvement, Business Process, Project Portfolio..., PMO, Management, Consulting, ITIL
Education
Rice University 1997 — 1998
Master's degree, Management Information Systems, General
Ithaca College 1993 — 1997
Bachelor of Science (BS), Political Science and Government
susan fanburg's Morgan Stanley Experience November 2000 - January 2012
Job
Industry Financial Services
Experience
UBS Wealth Management First Vice PresidentUBS Wealth ManagementJanuary 2013 - Present
Morgan Stanley November 2000 - January 2012
J B Hanauer May 1985 - November 2000
Education
Ithaca College 1980 — 1984
UBS Wealth Management First Vice PresidentUBS Wealth ManagementJanuary 2013 - Present
Morgan Stanley November 2000 - January 2012
J B Hanauer May 1985 - November 2000
Education
Ithaca College 1980 — 1984
Adam Kruger's Morgan Stanley Experience June 2013 - July 2014
Job
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS