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
UPSTREAM Investment Partners, LLC January 2014 - Present
Morgan Stanley November 2010 - January 2014
Edward Jones December 2007 - November 2010
Blue Skies Flying Services, Inc December 2003 - December 2007
TJX Companies January 2004 - August 2007
Sears, Roebuck and Co. October 1996 - January 2004
Sears, Roebuck and Co. March 1995 - September 1996
Venture Stores, Inc July 1994 - February 1995
Venture Stores August 1991 - July 1994
Waukegan Aero, LTD July 1990 - December 1992
Education
Northeastern Illinois University 1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)
Embry-Riddle Aeronautical University 1986 — 1987
Aviation/Airway Management and Operations
Lake Forest College 1985 — 1986
Forest View HS 1983 — 1985
Saint Patrick HS - Chicago 1981 — 1983
St. Pascal Grammar School 1973 — 1981
WOW Logistics May 2015 - Present
Morgan Stanley October 2014 - May 2015
Integrys Energy Group September 2007 - October 2014
Integrys Energy Group May 2005 - September 2007
Education
Lakeland College 2009 — 2012
MBA, Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA, Finance
Rapoport Academy 2015 - Present
Rapoport Academy Public School August 2010 - Present
Rapoport Academy August 2010 - Present
Texas State Technical College August 2004 - July 2010
The Schneider Group August 2003 - August 2004
3B Brush Mfg Co. 2001 - 2003
Morgan Stanley 2000 - 2001
Skills
Microsoft Office, Public Speaking, Strategic Planning, Research, Customer Service, Team Building, Event Planning, Project Management, Microsoft Excel, Microsoft Word, Leadership, Staff Development, PowerPoint, Editing, Fundraising, Budgets, Leadership Development, Event Management, Community Outreach, Process Improvement, Training, Change Management, Business Strategy, Marketing, Strategy, Coaching
Education
Lamar University 2014 — 2014
Principal Certification, Education
Mclennan Community College 2012 — 2012
Alternative Teacher Certification, Alternative Teaching Certificate
Baylor University 2005 — 2010
Ph.D. In Educational Psychology, Educational Psychology
Texas Tech University 2000 — 2003
MBA - General Business, MBA
Texas Tech University 1996 — 1999
BS Animal Science, Animal Sciences
M4 Financial Partners 2012 - Present
AXA Advisors, LLC 2011 - 2012
UBS Wealth Management 2006 - 2009
Morgan Stanley 1998 - 2006
Skills
Insurance, Fixed Annuities, Estate Planning, Uniform Combined State..., Investments, Investment Advisory, Series 65, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, AAMS, Retirement, Financial Services, Securities, Finance, Investment Strategies, Strategic Financial..., Financial Planning
Education
Lawrence University 1990 — 1994
Bachelor of Arts (B.A.), English
University of Oregon April 2012 - Present
University of Oregon April 2008 - March 2012
University of Oregon January 2006 - March 2008
Morgan Stanley 2003 - January 2006
Skills
Research, Editing, Microsoft Excel, Data Analysis, Fundraising, Prospect Research, Social Media, Nonprofits, Qualitative Research, Microsoft Office, Philanthropy, Higher Education, Microsoft Word, Customer Service, Analysis, Online Research, Databases, General Office Skills, Qualifying Prospects, Donor Research, Presentations, Online Databases, Facebook, Social Networking, Critical Thinking, Twitter, Events Coordination, Gluten Free, Reporting & Analysis
Education
Lane Community College
University of Oregon
Design Within Reach August 2015 - Present
Morgan Stanley March 2015 - June 2015
IBM August 2014 - February 2015
UBS June 2014 - August 2014
UBS May 2013 - August 2013
Citi May 2012 - August 2012
Skills
Financial Analysis, Financial Statements, Financial Markets, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Business Planning, Statistical Data...
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Business Administration (MBA), Financial Management
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance/Economics
Le Moyne College 2008 — 2010
Fulton Financial Advisors Raymond James 2014 - Present
College Nannies and Tutors December 2014 - Present
Morgan Stanley June 2013 - June 2014
Deloitte & Touche LLP December 2000 - September 2012
Merrill Lynch November 1997 - December 2000
Skills
Finance, Wealth Management, Risk Management, Strategic Planning, Investments, Financial Reporting, Financial Modeling, Database Design, System Architecture, IT Project..., IT Project & Program...
Education
Latvijas Universitate
Bachelor's degree, Economics and Finance
FiscalNote July 2015 - Present
FiscalNote March 2015 - Present
FiscalNote September 2014 - February 2015
FiscalNote March 2014 - August 2014
Activore July 2013 - December 2013
Morgan Stanley March 2011 - June 2013
Merrill Lynch June 2009 - August 2009
Skills
Business Development, Analysis, Market Research, Microsoft Excel, Investments, Sales, Management, Sales Operations, Financial Modeling, Analytics, Project Management, Salesforce.com, Start-ups, SaaS, Equities, Valuation, HTML, Photoshop, Social Media, Final Cut Pro
Education
Lafayette College 2007 — 2010
BA, Economics and Business
Morristown Beard-School 2001 — 2005
Wunderlich Securities February 2012 - August 2013
Massachusetts Mutual Insurance August 2006 - August 2009
Morgan Stanley January 2000 - January 2006
Carr Futures Inc January 1996 - January 1999
Fuji Securities, Inc January 1987 - January 1996
ACLI Futures Inc August 1982 - July 1986
Shearson Lehman Brothers Inc January 1984 - January 1986
Refco Futures, Inc January 1982 - January 1984
ContiCommodity Services Inc January 1978 - January 1981
Skills
Military History, Asset Management, Public Speaking, Research, Sales
Education
Lake Forest College 1976 — 1978
BA, International Relations/European History
University of Denver 1971 — 1975
None, History
Berkshire School 1967 — 1971
HS
Latin School of Chicago 1957 — 1967
Nike January 2015 - Present
Nike January 2013 - January 2015
Fisher Investments June 2008 - March 2010
Morgan Stanley March 2006 - March 2008
JPMorgan Chase 2004 - 2006
Skills
Data Analysis, Statistics, Statistical Modeling, Data Visualization, T-SQL, Tableau, R, Natural Language..., Project Management, Microsoft Excel, Data Modeling, Analysis
Education
Lewis and Clark College 2010 — 2011
Master of Arts (MA), Secondary Education and Teaching
Le Moyne College 2000 — 2004
Bachelor of Science (B.S.), Economics
Predictive Analytics World Conference
Predictive Analytics World Conference
Skoglin Real Estate Inc. June 2007 - Present
Skoglin Real Estate Inc. June 2007 - Present
Skoglin Real Estate Inc. October 1995 - Present
My Real Estate & Mortgage Company January 2000 - May 2007
Premier Discount Real Estate, Inc January 1997 - January 2000
Home Vantage Realty/Pacifica West Financial January 1995 - January 1997
T. Rowe Price January 1993 - January 1995
Morgan Stanley January 1992 - January 1993
Skills
Investment Properties, Real Estate, Residential Homes, Selling, Brokerage, Refinance, Buyers, New Homes, Sales, Short Sales, First Time Home Buyers, REO, Foreclosures, Customer Service, Buyer Representation
Education
Le Moyne College 1989 — 1993
Bachelor of Science (B.S.), Business/Marketing
LeMoyne College 1989 — 1993
Bachelors Degree, Business Administration/ Marketing
Loyola Blakefield High School 1985 — 1989
JPMorgan Chase July 2014 - Present
UC Berkeley January 2014 - May 2014
Morgan Stanley July 2013 - August 2013
University of Oxford July 2012 - August 2012
HSBC July 2010 - August 2010
Skills
Stata, Data Analysis, SPSS, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Qualitative Research, Public Speaking, Chinese, Matlab, Python, Mandarin, R, Japanese Language..., Research
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Lake Forest College 2008 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Magna Cum Laude
University of Oxford 2012 — 2012
Visiting Student, Statistics, First Class Honors
早稲田大学 / Waseda University 2011 — 2012
Visiting Student, Japanese Language and Literature
Morgan Stanley August 2007 - Present
Joele Frank, Wilkinson Brimmer Katcher August 2006 - August 2007
Skills
Series 63, Series 7, Equities, Fluent in Spanish, Proficient with..., Microsoft Office..., Financial Markets, Investments, Securities, Capital Markets, Valuation, Equity Valuation, Hedge Funds
Education
Lafayette College 2002 — 2006
Bachelor of Arts (B.A.), Double Major in Government and Law / Spanish
Bloomberg LP May 2015 - August 2015
IPE International Publishers January 2015 - April 2015
Lafayette College Student Government January 2013 - January 2015
Lafayette College Office of Residence Life August 2013 - December 2014
Academic Tutoring and Training Information Center at Lafayette College February 2014 - October 2014
Highmount Capital Global Wealth Management June 2014 - August 2014
Association of Certified Fraud Examiners (ACFE) March 2014 - May 2014
Morgan Stanley January 2014 - January 2014
Lincoln Financial Group May 2013 - August 2013
Lehigh Valley Economic Development Group January 2013 - January 2013
Education
Lafayette College 2012 — 2016
Economics Major with Certificate in Finance, GPA: 3.86
Fathomd September 2014 - Present
Accenture March 2012 - August 2014
Declaration.net June 2012 - August 2012
Accenture March 2010 - April 2012
Keiretsu Forum June 2009 - November 2009
Glass, Lewis & Co. February 2009 - May 2009
Morgan Stanley June 2005 - August 2005
Skills
Business Process..., Process Improvement, Outsourcing, Telecommunications, Product Innovation, M&A experience, International Project..., Strategic Leadership, International Marketing, Managerial Finance, Strategy, CRM, Business Strategy, IT Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, General
Le Cordon Bleu Paris 2008 — 2008
Patisserie de Base
Stanford University 2004 — 2008
BA Spanish with Honors; Minor Management Science & Engineering, MS&E, Spanish, Portuguese
Universidad Autónoma de Madrid 2006 — 2007
International Business
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
UC Berkeley Extension August 2010 - Present
100e January 2010 - Present
Laney College,Monterey Peninsula College, U.C. Berkeley Extension, Kaplan University Online October 2009 - Present
John F. Kennedy University 2005 - Present
Morgan Stanley September 2001 - May 2008
Pearson Education April 1999 - May 2000
Education
The American College, Bryn Mawr, PA 2002 — 2004
Certified Financial Planning Core Curriculum: Huebner School of Personal Finance, Finance and Financial Management Services
John F. Kenneday University 2000 — 2001
Master of Business Administration (M.B.A.)
Califoria State University, Fresno 1987 — 1991
Bachelor of Applied Science (BASc), Business/Managerial Economics
Laney College
Synchrony Financial June 2014 - Present
GE Capital September 2011 - May 2014
Morgan Stanley May 2010 - September 2011
Abu Dhabi Systems Information Center July 2009 - April 2010
JPMorgan Chase & Co. March 1998 - November 2008
Barclays Capital August 2005 - January 2006
Kintetsu World Express August 1995 - March 1998
J.Crew Inc. August 1991 - August 1995
Skills
VPN, Wireless, Perimeter Security, Data Center, Security, IPS, Network Security, LAN/WAN, Wireless Networking, Deployment, PIX, Multicast, EIGRP, BGP, Network Architecture, OSPF, IDS, Network Engineering, RIP, Routing, Firewalls, QoS, Cisco, WAN, Frame Relay, Network Design, MPLS, Switches, Routers, Virtualization, Disaster Recovery, Network Administration, TCP/IP, IT Management, Load Balancing, Cloud Computing, SNMP, Troubleshooting, CiscoWorks, VMware, Visio, STP, IP, Cisco Technologies, System Deployment, Infrastructure, Cisco IOS, Information Security, CCNA, VLAN
Education
New York University 1992 — 1994
BS
LaGuardia Community College. 1986 — 1988
AAS.
CSS, LLC September 2007 - Present
Morgan Stanley August 2006 - September 2007
Morgan Stanley August 2004 - August 2006
Skills
Bloomberg, Excel, Equities, Series 7, Asset Managment, Investments
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics and Business
Springfield High School
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Millennium Partners June 2015 - Present
Millennium Partners May 2014 - May 2015
Morgan Stanley January 2014 - January 2014
AcademicConnect September 2012 - May 2013
Education
Lafayette College 2011 — 2015
Bachelor of Science (B.S.), Mathematics; Minor in Computer Science; Financial Certificate
Mathematics High School 2007 — 2011
Mathematics, Computer Science, Physics, general
Petnica Science Center 2007 — 2011
Mathematics
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley January 2000 - April 2005
Education
Lafayette College 1996 — 2000
Bachelor of Science (BS), Business & Economics
William Penn Charter 1988 — 1996
Lafayette College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Lafayette College 2015 - May 2015
Investment Club August 2014 - May 2015
Lafayette College February 2013 - February 2015
Lafayette College May 2013 - December 2013
Department of Economics at Lafayette College September 2012 - December 2013
The Walt Disney Company November 2009 - February 2010
Skills
Financial Analysis, Stata, Research, Econometrics, Financial Modeling, Investments, Data Analysis, Quantitative Analytics, Latin American markets, Equity Research, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Management, Finance, PowerPoint, Microsoft PowerPoint, Sales, English, Photoshop, Training, Analysis, Social Media, Brazilian Economy, Statistics, Spanish, Teamwork, Public Speaking, Time Management
Education
Lafayette College 2012 — 2016
Bachelor's Degree, Economics with a Certificate of Financial Policy & Analysis
Universidade de Brasília 2008 — 2011
Bachelor's degree (5/8 semesters), International Relations
United Nations, Brasilia
United Nations Dialogues Course
Kirkland Lake District Composite School 2006 — 2007
High School
Morgan Stanley May 2008 - June 2014
Morgan Stanley April 2007 - April 2008
Citi October 2005 - April 2007
Handblock Inc. November 2000 - October 2005
Skills
Project Management, Management, Risk Management, Offshore Management, Workflow/Process..., Financial Services, Entitlements, Hedge Funds, Fixed Income, Experienced Business..., Bloomberg, Prime Brokerage, Trading, Electronic Trading, Trading Systems, Credit Derivatives, Employee Learning &..., Sales, Securities, Leadership, Business Process..., Finance, Business Analysis, Market Data, Client Co-ordination
Education
Lawrence University
Bachelor of Arts (B.A.), broad range of study in Humanities, Math, and Music
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Jefferies & Company April 2013 - Present
Morgan Stanley October 2011 - April 2013
Citadel LLC September 2003 - October 2011
Soft Switching Technologies May 1995 - September 2003
Skills
Options, Market Making, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Quantitative Finance, Market Data, Credit Derivatives, Quantitative Investing, Trading, Financial Markets, Portfolio Management, Investment Banking, Bloomberg
Education
University of Chicago 2001 — 2003
M.S., Mathematics
University of Wisconsin-Madison 1990 — 2002
PhD, Applied Math/Electrical Engineering
Rensselaer Polytechnic Institute 1989 — 1990
M.S., Electrical Engineering
Lafayette College 1985 — 1989
B.S., Electrical Engineering
Morgan Stanley February 2012 - Present
Oculus Partners, LLC April 2011 - December 2011
Morgan Stanley February 2007 - April 2011
Food Network - Scripps Networks October 2005 - December 2006
Northeast Investment Management, Inc. August 2003 - July 2005
Brown Brothers Harriman & Co. January 2001 - August 2003
Education
Lafayette College
B.A., International Affairs & Spanish, cum laude
Credit Suisse July 2011 - Present
Morgan Stanley 1999 - July 2011
LTCM 1996 - 1999
Morgan Stanley 1993 - 1996
Education
Le Moyne College 1989 — 1993
UBS April 2014 - Present
Morgan Stanley February 2008 - April 2014
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Fixed Income, Capital Markets, Asset Management
Education
New York Law School 2002 — 2005
Lafayette College 1998 — 2002
BA, English & Art History
Intercontinental Real Estate Corp February 2005 - Present
Morgan Stanley 2004 - 2005
Fidelity Investments 2001 - January 2004
AEW Capital Management July 1994 - June 1997
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate, Valuation, Investments, Disposition, Real Estate Development, Capital Markets, Financial Modeling, Private Equity, Brokerage, Real Estate Transactions, Acquisitions, Financial Analysis, Underwriting, Portfolio Management, Financial Structuring, Structured Finance, Joint Ventures
Education
Lake Forest College 1980 — 1984
BS, Biology/Chemistry
Northfield Mount Hermon 1980 — 1981
Goldman Sachs April 2010 - Present
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Morgan Stanley August 2001 - February 2009
Avistar Communications April 2000 - July 2001
Accenture May 1999 - April 2000
JP Morgan June 1993 - March 1999
Skills
Coaching, Team Building, Employee Engagement, Problem Solving, Strategic Planning, Organizational..., Leadership Development, Healthcare, Change Management, Mentoring, Talent Management, Business Strategy, Executive Coaching, Program Management, Event Planning, Team Leadership, Organizational Design, Career Development, Human Resources, Leadership, Strategy
Education
SUNY Purchase and Institute for Integrative Nutrition 2008 — 2009
CHHC, Nutrition
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Accounting
Lafayette College 1989 — 1993
BA, Economics
Morgan Stanley August 2015 - Present
Prudential Fixed Income July 2014 - August 2015
Societe Generale June 2013 - June 2014
State Street November 2012 - June 2013
Barclays May 2012 - November 2012
Goldman Sachs July 2010 - October 2011
Lafayette College August 2009 - May 2010
Posse 2006 - 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Public Speaking, Microsoft Excel, PowerPoint, Vlookups, Macros, MISYS, GTSS, FXALL, TRAIANA/Harmony, Microsoft Word..., PowerPoint Proficiency, Public Speaking Skills, Presentation Skills, Customer Service..., Client Relationship..., Finance, Banking, FX Options, Settlement, Risk Management, Microsoft Word, Foreign Exchange, SWIFT payments, Swift Alliance, Macro, Financial Analysis, Vlookup, Prime Brokerage, Bloomberg, Customer Experience, Trading, Fixed Income
Education
Regent University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 2006 — 2010
BA, Interdisciplinary-Performance Studies
University of the District of Columbia 2004 — 2006
Friendship Collegiate Academy 2003 — 2006
Morgan Stanley January 2014 - Present
State Street January 2013 - August 2013
Northeastern University Marketing Department September 2009 - August 2013
IBM June 2011 - January 2012
Freedom Boat Club April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Spanish, Data Analysis, Securities Lending, Account Management, Relationship Management, Financial Modeling, Product Development, International Relations, Research, Bloomberg, Social Media Marketing
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.Sc.), International Business (Finance)
Charter
Framingham High School
Lancaster University
Dudley & Shanley LLC 2002 - Present
Robert A. Stanger & Co. 1996 - 2002
Avondale Partners 1991 - 1994
Morgan Stanley 1989 - 1991
Morgan Stanley 1986 - 1989
ExxonMobil 1984 - 1986
ExxonMobil 1981 - 1984
Education
Lafayette College 1977 — 1981
Bachelor of Science (B.S.), Chemical Engineering
Rumson-Fair Haven Regional High School 1973 — 1977
Thresholds July 2013 - Present
Family Resource Center on Disabilities 2011 - Present
Healthcare Alternative Systems, Inc (H.A.S.) 2011 - Present
Northern Illinois Employee Assistance Professionals Association (NIEAPA) 2008 - 2014
Jobs For Youth 2011 - 2013
Progress Center for Independent Living 2007 - 2010
Morgan Stanley 2000 - 2005
Skills
Non-profits, Program Development, Community Outreach, Fundraising, Case Managment, Program Management, Nonprofits, Public Speaking, Leadership Development, Client-focused, Strategic Planning, Mental Health, Case Management, Volunteer Management, Recruiting, Workforce Development, Grant Writing, Social Services
Education
Lake Forest College
Bachelor of Arts (B.A.), Political Science
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.)
Morgan Stanley June 2014 - Present
Westport Resources June 2013 - August 2013
Krupp Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Matlab, Social Media, Photoshop, Public Speaking, AutoCAD, Editing, Mathematica, Customer Service, C++, Event Planning, HTML, Java, Facebook, Spanish, Data Analysis
Education
Lafayette College 2010 — 2014
Tolt Solutions April 2014 - Present
Morgan Stanley July 2013 - Present
City University of New York February 2013 - February 2013
TEKsystems September 2012 - September 2012
New York City Housing Authority January 2012 - June 2012
Anthony Technical Support August 2010 - June 2012
American Friends of The Hebrew University July 2011 - August 2011
igotittoo May 2011 - July 2011
Citigroup Global Markets Inc August 2010 - February 2011
Citigroup August 2010 - January 2011
Skills
XP, Troubleshooting, Software Installation, Technical Support, Operating Systems, Help Desk Support, Windows, Laptops, Security, Network Security, Computer Repair, Printers, Wireless Networking, Information Technology, Blackberry, System Deployment, Microsoft Office, Antivirus, Management, Training, Customer Service, Active Directory, Nonprofits, Computer Hardware, Desktop Computers, System Administration, Windows Server, Network Administration, Windows 7, Office 2010, Software, Workstations, Outlook, Analysis, Microsoft Excel, Goal Oriented, Microsoft Office 2007, Motivational Speaking, Poetry, Musicians, Customer Experience, Customer Satisfaction, Technical Presentations, Presentations, Hardware, Servers, VMware, Windows XP
Education
Laguardia Community College 2010 — 2014
Associate's degree, Computer Operations: network administration and security option
Year Up, inc. 2010 — 2011
Technical training certificate, Computer operations
Per Scholas Institute for TechnologyNew 2009 — 2009
A+ Certification, Information Technology
Morgan Stanley February 2008 - Present
UBS Wealth Management October 2006 - February 2008
Bank of America April 2005 - October 2006
Accenture July 2002 - April 2005
Skills
Portfolio Management, Investments, Banking, Risk Management, Financial Modeling, Asset Managment, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Mutual Funds, Wealth Management, Valuation
Education
Lafayette College 1997 — 2001
BS, Civil Engineering
Morgan Stanley June 2015 - Present
Lafayette College August 2014 - May 2015
Lafayette College August 2014 - May 2015
BRICS Policy Center May 2013 - May 2015
Lafayette College August 2012 - May 2015
Lafayette College January 2012 - May 2015
J.P. Morgan January 2015 - January 2015
Lafayette College June 2014 - December 2014
Ministry of External Relations May 2014 - June 2014
المركز المصريُ لدراسات السياسات العامة - ECPPS April 2014 - June 2014
Skills
Research, English, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Human Rights, Interviews, Customer Service, Teamwork, Public Speaking, Photoshop, INews, Investigative Reporting, Event Planning, Leadership, International Relations, Editing, Economics, Finance, Emerging Markets, Latin America
Education
Lafayette College 2011 — 2015
Bachelor of Arts (Honors), Economics & International Affairs, Magna Cum Laude
Princeton University 2014 — 2014
PPIA Public Affairs and International Affairs Summer Institute, Public Policy Analysis, Economics, Statistics
University of Geneva 2013 — 2013
French, International Law, International Security and Activities of International Organizations
Escola SESC - Boarding School in Rio 2008 — 2010
Exploring Opportunities in Business Development and Finance 2009 - Present
Morgan Stanley 2006 - 2009
Moody's Investors Service 1995 - 2005
BHF-BANK 1994 - 1995
Bankers Trust Company of New York 1991 - 1994
Chrysler Capital Corporation 1989 - 1991
Bankers Trust Company of New York 1985 - 1989
Morgan Guaranty Trust Company of New York 1980 - 1983
Skills
Credit Analysis, Leveraged Finance, High Yield, Fixed Income, Private Equity, Credit Rating Advisory, Business Development, Management, Project Management, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Capital Markets, LBO, Portfolio Management, Investment Banking, Structured Finance, Banking, Financial Modeling, Investments, Financial Structuring, Financial Analysis, Equities, Strategy, Credit, Credit Risk, Valuation, Strategic Planning, Hedge Funds, Analysis, Project Finance, Emerging Markets, Bonds, Financial Services, Equity Research, Loans, Financial Markets, Risk Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, International Business and Spanish
Lafayette College 1976 — 1980
AB, International Affairs, French
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Coastal Cadillac Chevrolet Nissan December 2012 - Present
Paddock Chevrolet 2002 - 2009
Morgan Stanley September 1993 - September 2001
Skills
Creative Writing, Science Fiction
Education
Le Moyne College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy/English Literature
Le Moyne College 1986 — 1990
Bachelor's degree, Philosophy/English Literature
Merrill Lynch February 2006 - Present
Morgan Stanley January 1999 - February 2006
Skills
Forecasting, Series 7, Retirement Planning, Asset Management, Investments, Strategic Planning, Portfolio Management, Wealth Management, Wealth, Mutual Funds, Certified Financial...
Education
Lafayette College 1995 — 1999
BA, Political Science, Art History
Edward Jones August 2010 - Present
Morgan Stanley April 1999 - August 2010
US National Bank - Galveston 1985 - 1989
Skills
Retirement Planning, Asset Managment, Strategic Financial..., Series 7, 401k Rollovers, Investments, Saving for Education, Fixed Annuities, Estate Planning, Financial Analysis, Portfolio Management
Education
Lamar University 1981 — 1985
BBA, Finance
Private Practice Corporate Law 2013 - Present
Freelance Photo Journalist 2011 - 2014
Accenture 2011 - 2013
Morgan Stanley 2009 - 2011
SAP 2005 - 2009
Reuters News Agency 1986 - 2006
Reuters News Agency 1986 - 2006
KPMG 1998 - 2000
IBM 1984 - 1998
Skills
Banking, Core Banking, SAP, Customer Relations, Management Consulting, Business Transformation, Change Management, Program Management, ERP, Business Intelligence, Business Strategy, Pre-sales, Business Process..., Team Leadership, Consultancy, Asia Pacific, Project Implementation, Business Analysis, Account Management, Business Management, Outsourcing, New Business Development, People Management, Offshoring, Performance Management, Vendor Management, Team Management, Channel Management, Sales Management, Strategy Development, Strategic Planning, SAP HR, Consultative Selling, Business Development, Customer Service, Management, Strategy, Sales Operations, Training, Selling, Consulting
Education
Penn State University
J.D., Law
Lehigh University
MBA, International Finance
Lafayette College
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Morgan Stanley August 2015 - Present
Morgan Stanley June 2013 - August 2015
Morgan Stanley June 2012 - August 2012
Skills
Process Improvement, Financial Analysis, Sales, Credit Analysis, Series 7, Fixed Income, Financial Modeling, Bloomberg, Project Planning, Microsoft Excel, High Yield, Finance, Investments, Bloomberg Terminal
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics and Business
John Jay High School 2005 — 2009
Wayne Messmer and Associates LLC January 2014 - Present
Personal Income Solutions 2014 - Present
BankFinancial April 2004 - September 2013
First American Bank 2001 - 2004
Morgan Stanley 1999 - 2001
Prudential Securities April 1996 - April 1999
Shamrock Broadcasting/Chancellor/Clear Channel 1994 - 1996
United Broadcasting 1989 - 1994
GMR and Associates 1981 - 1984
Skills
Management, Leadership, Investments, Banking, Sales, New Business Development, Finance, Financial Analysis, Small Business, Strategic Planning, Risk Management, Start-ups, Training, Marketing, Loans, Portfolio Management, Process Improvement, Credit, Consulting, Strategic Financial..., Employee Benefits, Business Strategy, Entrepreneurship, Executive Management, Team Building, Budgets, Forecasting, Relationship Management, Income Protection, Asset Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Life Insurance, Term Life Insurance, Universal Life, Indexed Annuities, Communication, Music Industry, Non-profit Volunteer, Compliance, Securities Regulation, Licensed Life & Health..., General Securities..., Investment Advisory..., Entrepreneurial..., Defined Contribution, 401k Rollovers, IRAs, Online Communications
Education
University of St. Thomas MBA 1992 — 1995
MBA, New Venture Management
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1986
BBA, Finance and Marketing
Brookfield East High School
Diploma
Landmark Education
Morgan Stanley August 2014 - Present
Morgan Stanley June 2012 - July 2014
Lafayette College May 2010 - May 2012
Lafayette College 2008 - 2012
Morgan Stanley June 2011 - August 2011
LeadDog Marketing Group June 2010 - August 2010
HDFC Bank June 2009 - August 2009
Skills
Trading, Financial Analysis, Hedging, CMBS, Risk Management, Asset-backed..., Financial Modeling
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Economics; Engineering Studies, 3.76
Dhirubhai Ambani International School 2006 — 2008
International Baccalaureate, 41/45
Davita Dialysis October 2014 - Present
UTMB School of Nursing June 2014 - Present
Dialysis June 2008 - June 2014
Morgan Stanley Dean Witter 2004 - 2008
Morgan Stanley 1996 - 1999
Skills
Nursing, Public Speaking, EMR, HIPAA, Healthcare Management, Medical/Surgical, Dialysis, Healthcare, Clinical Research, ACLS, Hospitals, Healthcare Information..., Managed Care
Education
The University of Texas Medical Branch at Galveston 1974 — 1976
BSN, Nursing
Walden University
Master’s Degree, Nursing Education
Lamar University
Nursing pre-requisites
Otsuka Pharmaceutical Companies (U.S.) July 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) January 2014 - July 2015
Morgan Stanley September 2013 - January 2014
Chesapeake Electrical Services, Inc. August 2013 - September 2013
Raymond James Financial Inc. June 2012 - August 2012
Maxim Healthcare Services December 2009 - July 2010
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Outlook, Windows, Excel, Analysis, Photoshop, Data Analysis, Leadership, Training, Social Networking, Event Planning, Marketing, Team Leadership, Teaching, Event Management, Nonprofits, Recruiting, Social Media Marketing, Spanish, Public Speaking, Project Management, Social Media, Time Management, Financial Analysis, Teamwork, Fundraising, Access, Facebook, Public Relations, Editing, Leadership Development, Program Management, Sales, Economics, Strategic Planning
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Major: Economics and Business; Minor: Africana Studies
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
SiriusDecisions February 2015 - Present
ACTIV Financial Systems, Inc. February 2013 - February 2015
ACTIV Financial Systems, Inc. January 2011 - January 2013
TransUnion October 2009 - December 2010
Fidelity Investments, Institutional Investments Group July 2008 - February 2009
Morgan Stanley June 2004 - July 2004
Skills
Investments, Account Management, Sales Management, Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Customer Service, Team Leadership, New Business Development, Sales, Negotiation, Social Media, Contract Negotiation, Marketing Strategy, Marketing, Financial Analysis, Project Management, Trading Systems, Electronic Trading, Market Data, Selling, Sales Operations, Low Latency, CRM
Education
Lafayette College 2004 — 2008
Bachelor of Arts, Business and Economics, English
saint johns high
AOL February 2014 - Present
ImpreMedia August 2012 - February 2014
ImpreMedia March 2011 - August 2012
Hadassah May 2010 - March 2011
Common Ground Community May 2009 - October 2009
Common Ground Community March 2009 - May 2009
Common Ground Community May 2008 - March 2009
Morgan Stanley August 2007 - May 2008
Skills
Facebook, Social Media, Research, Microsoft Office, Excel, Outlook, Word, Twitter, Tumblr, DoubleClick, DART for Publishers, Gmail, Yelp, Marketing, Copywriting, Microsoft Word, PPC, Microsoft Excel, Media Planning
Education
Lafayette College 2003 — 2007
BA, Anthropology & Sociology / Art History
FCA Fiat Chrysler Automobiles 2013 - Present
Chrysler Group LLC June 2011 - July 2013
Sodecia March 2011 - June 2011
BorgWarner Automotive September 2010 - March 2011
Henze Stamping and Machine Tool June 2006 - February 2010
Morgan Stanley April 2004 - August 2004
Skills
Purchasing, Supply Chain Management, Business Acumen, Automotive, Supply Management, Procurement, Strategic Sourcing, Global Sourcing, Continuous Improvement, Lean Manufacturing, Negotiation, Manufacturing, iPhone, Blackberry, Supply Chain, Inventory Management, Supplier Development, Materials Management, Supplier Quality, PPAP, Value Stream Mapping, Kaizen, APQP, Stamping, Supplier Negotiation, Logistics, JIT, 5S, Supplier Evaluation, Kanban, TS16949, Components, Parts, Low Cost Country..., ISO, FMEA, Purchase Management, Quality Management, Warehousing, Steel, Manufacturing..., Root Cause Analysis, Program Management, MRP, Budgets, Leadership, Strategic Planning, Six Sigma, Management, Process Improvement
Education
Lawrence Technological University 2012 — 2016
Master of Business Administration (M.B.A.), Global Leadership and Finance
Institute For Supply Chain Management 2012 — 2012
CPSM - Certification, Supply Chain Management
Michigan State University 2000 — 2004
Bachelor of Arts, Economics
South Lake High School 1996 — 2000
One Girl's Dish January 2013 - Present
J.Crew October 2012 - Present
Morgan Stanley September 2011 - October 2012
Mars March 2011 - June 2011
Mars October 2009 - March 2011
Mars March 2008 - October 2009
Lehman Brothers 2007 - 2008
Skills
HRIS, Talent Management, College Recruiting, Succession Planning, Talent Acquisition, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Onboarding, Compensation
Education
Lafayette College 2003 — 2007
Bachelor of Arts
American Express June 2015 - Present
American Express February 2014 - June 2015
Cantor Fitzgerald October 2013 - February 2014
BDO USA, LLP July 2011 - October 2013
BDO USA, LLP June 2010 - August 2010
RCB Communications January 2010 - January 2010
Morgan Stanley August 2009 - August 2009
Primavera’s Bistro March 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Bloomberg Terminal, Capital IQ, Stata, Spanish, Financial Analysis, Financial Variance..., Variance Analysis, Trend Analysis, Due Diligence, Transaction Advisory..., Restructuring, Client Servi, Analytics, Finance, Corporate Finance, Financial Accounting
Education
Lafayette College 2007 — 2011
B.A, Economics and Business; Finance
The Center for Cross-Cultural Study 2008 — 2008
Spanish Language and Literature
Morgan Stanley July 2015 - Present
University of Maryland January 2014 - May 2014
University of Maryland Women’s Varsity Basketball Team January 2012 - May 2014
The Aspire Group Inc May 2013 - August 2013
Emory Physical Therapy June 2011 - August 2011
Hazon Yeshaya Soup Kitchen March 2010 - June 2010
Café Nova January 2010 - March 2010
Hammer School August 2009 - December 2009
Skills
Microsoft Office, Public Speaking, Research, Photoshop, Microsoft Excel, Teamwork, Social Media, Customer Service, PowerPoint, Microsoft Word, Management, Sales, Social Networking, Teaching, Training
Education
University of Maryland College Park 2011 — 2015
Kinesiology & Judaic Studies, Minor in Actuarial Mathematics, 3.76
Lasell College 2010 — 2011
Sports Science, Athletic Training/Trainer
Hospira October 2012 - Present
Hospira November 2011 - November 2012
Athletico January 2007 - October 2009
Athletico January 2006 - January 2007
Chicago Fire Soccer May 2004 - December 2005
Morgan Stanley May 2003 - July 2003
Skills
Customer Service, Microsoft Office, Marketing, Business Development, Contract Management, Networking, Microsoft Excel
Education
Valparaiso University 2009 — 2011
MBA, Business Administration
Lake Forest College 2000 — 2004
BA, Business, Political Science
Warren Township High School
Prudential Real Estate Investors April 2014 - Present
Deutsche Bank April 2011 - October 2013
Morgan Stanley June 2002 - April 2011
Skills
Alternative Investments, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Asset Management, Equities, Media Relations, Internal & External..., Strategic Communications, Investment Management, Investment Banking
Education
Lafayette College
BlackRock November 2010 - Present
BlackRock October 2009 - November 2010
Morgan Stanley October 2006 - November 2008
Bloomberg September 2000 - October 2006
Skills
ETFs, Investment Banking, Fixed Income, Series 7, Capital Markets, Alternative Investments, Financial Markets, Bloomberg, Derivatives, Trading, Options, Series 63, Mutual Funds, Equities, Hedge Funds
Education
Lafayette College 1996 — 2000
BA, Government and Law
Premier College Funding LLC September 2009 - Present
Insight Financial Services September 2008 - Present
Morgan Stanley 1999 - 2007
Berlitz International March 1995 - November 1997
Education
Chubb Institute 1998 — 1999
Programming, Computer programming
Lafayette College 1987 — 1991
BA, History
Bank of Tokyo-Mitsubishi UFJ October 2012 - Present
Nomura Securities 2011 - October 2012
JPMorgan March 2008 - November 2010
Morgan Stanley September 2007 - March 2008
Kaplan K12 Learning Services June 2006 - May 2007
Skills
HRIS, Data Analysis, Performance Management, Business Objects, Leadership, Training, Employee Training, Organizational..., PeopleSoft, Human Resources, Diversity & Inclusion..., Vendor Management, Policy, Employee Engagement, Analysis, E-Learning, Training Delivery, Payroll, Technical Recruiting, System Administration, Applicant Tracking..., Personnel Management, Succession Planning, Employee Relations, Talent Acquisition, Leadership Development, Budgets, Recruiting, Management, Talent Management, Interviews, New Hire Orientations, Onboarding, Workshop Facilitation, Coaching, Sourcing
Education
Landmark Education 2012 — 2012
New York University, College of Arts and ScienceNew 2002 — 2005
Bachelor of Arts, Psychology and Journalism
Columbia University, Teacher's College
Focus Brands November 2012 - Present
Wendy's International, Inc. (formerly Wendy’s Arby’s Group) 2010 - 2012
Arby's Restaurant Group 2008 - 2010
Arby's Restaurant Group 2002 - 2008
Ultimate Staffing 2002 - 2002
Advantage Cable Services 2001 - 2002
Morgan Stanley 1995 - 2001
Tiger Staffing 1993 - 1995
IBM 1990 - 1993
Skills
Training Visual Aids, Project Management, Project Coordination, Procedure Manuals, Spanish-English, English-Spanish, Department Budgeting, Managing Project Budgets, Desktop Publishing, Computer Graphics, Computer Software..., Articulate Studio, Instructional Design, Microsoft Office, Adobe Creative Suite, Customer Service, Restaurant Management, Food Service, Restaurants, Income Statement, Franchising, Vendor Management, Vendor Relationships, Vendor Management Skills, Management, Time Management, Cross-functional Team..., Human Resources, Budgets, Visio, Program Management, Hiring, Food & Beverage, Multi-unit, Food, New Restaurant Openings, P&L, P&L Management, Catering, Multi-Unit
Education
University of Phoenix
Bachelor of Science, Business Management
Laguardia Community College
Associate, Computer Science
ATTIC and Calculus Calvary January 2014 - Present
Campus Life Office August 2014 - Present
Independent 2011 - Present
INTL FCStone Inc. June 2015 - August 2015
FactSet January 2015 - January 2015
Morgan Stanley January 2015 - January 2015
Evergreen Partners, Inc. June 2014 - August 2014
One Financial Services January 2014 - January 2014
Skills
Academic Tutoring, Mathematical Modeling, Peer Tutoring, Leadership, SAT Tutoring, Financial Accounting, Mission Work, Volunteering, CisionPoint, Microsoft Excel, Microsoft Word, Mac OS, Tutoring, Customer Service, Facebook
Education
Lafayette College 2013 — 2017
Bachelor of Arts (B.A.), Mathematics and Economics
North Hunterdon High School 2009 — 2013
Strack Premier Transportation 2006 - Present
Morgan Stanley June 2001 - September 2003
Skills
Transportation, Asset Managment, Investments, New Business Development, Event Planning, Business Development, Strategic Planning, Management, Financial Analysis, Aviation, Strategic Financial..., Airports
Education
University of California, Los Angeles 1999 — 2001
Bachelors, Economics
Landmark Education 2005 — 2008
Curriculum of Living
Sirius XM Radio Inc. September 2015 - Present
Consolidated Data Services December 2011 - September 2015
Morgan Stanley August 2011 - November 2011
Forbes Media March 2009 - August 2011
CGS May 2008 - January 2009
IPG 2004 - 2008
Soros Fund Management April 2001 - January 2004
IBM Global Services September 2000 - March 2001
Bear Stearns 1992 - 2000
ADP 1984 - 1992
Skills
Process Improvement, IT Management, Project Management, Integration, Team Building, Leadership, Enterprise Software, Disaster Recovery, Management, Data Center, Vendor Management, Strategic Planning, IT Service Management, Active Directory, Budgets, Security, IT Strategy, IT Operations, Technical Support, Enterprise Architecture, Cloud Computing, Networking, SDLC, Software Documentation, Program Management, Business Analysis, Business Intelligence, Negotiation, Information Technology, System Administration, Visio, ITIL, VMware, Infrastructure, SharePoint, Virtualization, Servers, Client Relations, Customer Service, Team Leadership
Education
Laguardia Community College 1978 — 1980
Associates, Data Processing
Morgan Stanley November 2011 - Present
Massachusetts General Hospital August 2008 - Present
Kimball Office July 1996 - November 2011
Skills
Sales, Customer Service, Sales Management, Strategic Planning, Account Management, Product Development, Management, Training, Sales Operations, Selling, Team Building, Contract Negotiation, Negotiation, Leadership, Sales Process, Marketing, New Business Development, Budgets, Salesforce.com, Marketing Strategy, Business Development
Education
Lake Forest College 1984 — 1988
BA, Psychology
Cushman & Wakefield December 2014 - Present
Morgan Stanley June 2013 - August 2013
United Water June 2012 - August 2012
Skills
Stata, Research, PowerPoint, Economics, Statistics, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Higher Education, Mathematica, Econometrics, Public Speaking, Spanish, Matlab, Facebook, Social Media, Critical Thinking
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Horace Greeley High School 2006 — 2010
Morgan Stanley October 2015 - Present
FDM Group October 2012 - September 2015
Skills
Unix, Perl, SQL, Sybase Adaptive Server, Java
Education
Lafayette College 2010 — 2012
B.S., Computer Science
Villanova University 2008 — 2010
B.S., Astronomy and Astrophysics
Albourne Partners October 2013 - Present
Federal Reserve Bank of New York June 2011 - October 2013
Morgan Stanley June 2010 - June 2011
Royal Bank of Canada 2009 - 2010
DCF Capital May 2004 - January 2009
GHCO 2002 - 2004
Skills
Equities, Hedge Funds, Alternative Investments, Trading, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Commodities, Fixed Income, Financial Modeling, Investments, Derivatives, Financial Markets, Asset Allocation, Trading Systems, Options, Series 7, Equity Derivatives, Financial Analysis, Investment Strategies, Technical Analysis, Hedging, Bonds, Quantitative Analysis, Risk, Electronic Trading, Global Macro, Economics, Credit Derivatives, Trading Strategies, Fund Of Funds, Equity Research, Debt, Credit, Monetary Policy, Monetary Economics, Pensions, Pension Funds, Risk Analysis, Risk Management, Business Relationship..., Buy-side, Mutual Funds, ETFs, Series 3, Series 66, Emerging Markets, Equity Trading
Education
Lafayette College 1997 — 2001
BA
University of Connecticut
MBA
SVB Financial Group August 2009 - Present
Hologic (Formerly Cytyc) August 2007 - January 2009
Golden West Financial/Wachovia August 2002 - August 2007
Morgan Stanley September 2000 - June 2002
Showtime Networks January 1997 - September 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Personnel Management, Interviews, Deferred Compensation, Management, Team Building, New Hire Orientations, Project Management, Sales
Education
Le Moyne College 1991 — 1995
B.S., Human Resources
Wells Fargo May 2015 - Present
National Grid May 2013 - December 2014
National Grid August 2012 - May 2013
Dale Carnegie Training April 2012 - July 2012
Zeus Staffing, Inc July 2010 - July 2012
The Guardian Life Insurance Company of America October 2010 - April 2012
J.P. Morgan (for Magnum Solutions) July 2010 - October 2010
Morgan Stanley December 2007 - September 2009
AllianceBernstein June 2007 - November 2007
AllianceBernstein November 2005 - June 2007
Skills
Online Marketing, Direct Mail, Market Planning, Promotions, Vendor Management, Project management, Creative strategy..., Strategic Planning, sales support, relationship management, Online Advertising, Sales Operations, Strategic Communications, Competitive Analysis, Marketing, Project Management, Sales, Relationship Management, Strategy, Leadership, Lead Generation, Direct Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Program Management, CRM, Digital Marketing, Product Development, Integrated Marketing, Creative Direction, Social Media Marketing, Consulting, Internal Communications, Newsletters
Education
Le Moyne College 1998 — 2002
B.S., Business, Marketing
VTB Bank (Austria) April 2013 - Present
Cerberus Capital European Holding (BAWAG PSK) May 2011 - April 2013
Morgan Stanley May 2008 - April 2011
Ernst & Young May 2002 - July 2006
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Due Diligence, Business Valuation, Capital Markets, Corporate Finance, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Entrepreneurial Management
University of Virginia 2002 — 2003
MSc, Accounting
Lafayette College 1998 — 2002
BA, Economics and International Affairs
Ghana International School
GCE A Levels
Dr Carmaili June 2014 - Present
intaboro 2 way radio February 2004 - October 2008
Morgan Stanley 2001 - 2005
Skills
Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Strategic Planning, Project Management, Recruiting, Human Resources
Education
Sanford-Brown Institute-New York 2013 — 2014
Certificate in Medical Assistant
laguardia community college 1999 — 2001
Morgan Stanley September 1995 - 2008
Education
Pace University 1995 — 1999
MBA, Financial Management & Marketing
Lafayette College 1990 — 1994
Spring Valley Senior High School
BMW of Austin August 2015 - Present
Hotwicks September 2007 - Present
MINI of Marin February 2012 - March 2015
BMW July 2009 - September 2011
Ramussen MINI April 2007 - August 2008
LoopNet September 2003 - October 2005
Morgan Stanley 2000 - 2003
Skills
Online Advertising, Salesforce.com, Account Management, Automobile, Lead Generation, Selling, Customer Retention, Customer Satisfaction, E-commerce, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Sales, Sales Management, Sales Process
Education
New York University 1994 — 1997
Bachelor's degree, Broadcast Journalism
Lafayette College 1993 — 1994
Edge Technology Group 2011 - Present
Deutsche Bank August 2009 - November 2011
Macquarie Bank 2008 - 2009
Morgan Stanley 2005 - 2008
Myriad Supply Company 2007 - July 2007
Globix 1998 - 2004
Skills
Cisco IOS, JUNOS, Cisco Catalyst Switches, Video over IP, VoIP, Cisco IP Telephony..., Unified Communications, Jabber, Cisco Call Manager, Call Manager Express, Avaya IP Telephony, Unity Connection, Telecommunications
Education
LaGuardia Community College 2007 — 2007
Towers Watson July 2013 - Present
The Delves Group March 2008 - June 2013
Dolan McEniry Capital Management January 2008 - March 2008
Morgan Stanley January 2007 - December 2007
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Data Analysis, Business Planning, Strategy, Mergers & Acquisitions, Marketing Strategy, Management, Due Diligence, Management Consulting, Leadership, Business Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance; Strategic Management; Marketing Management
Lake Forest College 2003 — 2007
Bachelor of Arts (B.A.), Business & Spanish
Pembroke Hill School
Endo Pharmaceuticals April 2015 - Present
Morgan Stanley March 2010 - April 2015
Barr Laboratories, Inc June 2008 - December 2009
Barr Pharmaceuticals June 2008 - December 2009
BT INS February 2005 - July 2008
Micro Strategies Inc 1997 - 2005
Skills
Data Governance, CISSP, Information Security, Security, Entitlements, DLP, IT Strategy, Troubleshooting, Project Management, SDLC, ITIL, Disaster Recovery, Enterprise Architecture
Education
Lafayette College 1991 — 1995
BA, Civil Engineering
Delbarton School 1987 — 1991
Merrill Lynch April 2005 - Present
Morgan Stanley April 1997 - April 2004
Education
Lafayette College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Accounting / Finance
J.P. Morgan October 2014 - Present
Morgan Stanley November 2011 - October 2014
Morgan Stanley August 2010 - November 2011
Morgan Stanley July 2006 - August 2010
State Street June 2004 - November 2004
Skills
Credit Derivatives, Interest Rate..., Collateral Management, Operational Risk..., Derivatives, Fixed Income, Equities, Operational Risk
Education
Lafayette College 2000 — 2004
American Red Cross October 2013 - Present
Parent-Child Group 2009 - Present
Junior League of Northern Westchester 2008 - Present
Northern Westchester Hospital 2011 - 2013
Graham Capital Management May 2007 - December 2007
Morgan Stanley March 1999 - February 2007
Sony Corporation of America 1996 - 1997
Skills
Portfolio Management, Financial Analysis, Project Management, Hedge Funds, Fundraising, Strategic Planning, Analysis, Asset Managment, Series 7, Marketing, Investments, Bloomberg, Nonprofits, Asset Management
Education
Lafayette College
BA, International Affairs & French
Loomis Chaffee
High School
Coyote Logistics September 2008 - Present
HSBC June 2008 - September 2008
Axiom Consulting Partners September 2007 - May 2008
Morgan Stanley January 2006 - June 2007
Gulf Trading May 2006 - August 2006
Skills
Logistics, 3PL, Freight, Transportation, Transportation..., Shipping, Supply Chain, Account Management, LTL, Sales, Logistics Management, Supply Chain Management, Sales Operations, Trucking, Container, International Logistics, Truckload, Warehousing, Air Freight, Freight Forwarding, Pricing
Education
Lake Forest College 2004 — 2008
B.A, Business
Culver Academies
NYU Langone Medical Center November 2013 - Present
Select Medical December 2012 - November 2013
Executive Search Solutions August 2006 - October 2009
Comforce January 2006 - May 2006
HALLMARK REHABILITATION 2005 - 2005
GENTIVA HEALTH SERVICES 2004 - 2004
ARV Assisted Living, Inc. 2001 - 2003
HR LINK Group, Inc. 2000 - 2001
Morgan Stanley April 1998 - July 1999
Education
Laguardia Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Occupational Therapy Assistant Program
Western Kentucky University 1995 — 1997
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1996
NCC December 2014 - Present
Metro Home Healthcare September 2013 - May 2014
Michigan Community VNA (formerly the Visiting Nurse Association of Southeast Michigan) March 2013 - August 2013
Transformation Healthcare April 2011 - October 2012
House Call Physicians September 2007 - March 2011
Morgan Stanley March 2007 - August 2007
Birmingham Bancorp September 2004 - March 2007
The Bartech Group, Inc. 1999 - 2004
Visiting Physicians Association/US Medical Mgmt. Inc. 1993 - 1999
Skills
Healthcare, Healthcare Management, Hospitals, Managed Care, Healthcare Consulting, Healthcare Information..., Medicare, Medicaid, Start-ups, Business Development, EMR, Marketing, Physician..., Home Care, Physicians, HIPAA, Negotiation, Account Management, Long-term Care, Leadership, Practice Management, Elder Care, Revenue Cycle, Physician Relations, Revenue Cycle Management, Utilization Management, Quality Improvement, Wound Care, Informatics, Nursing, Performance Improvement
Education
Lawrence Technological University 1986 — 1991
Bachelor's Degree, Mechanical Engineering/Business Management
Massachusetts Institute of Technology
Computer Science & Artificial Intelligence Lab (CSAIL)
Allianz Global Investors September 2014 - Present
Morgan Stanley April 2013 - July 2014
Morgan Stanley July 2009 - March 2013
Smith Barney Citigroup May 2008 - June 2009
Citi April 2006 - April 2008
Citi September 2002 - March 2006
Skills
Mutual Funds, Marketing Communications, Financial Services, Wealth Management, Financial Analysis, Investment Products, Series 7
Education
Le Moyne College
Bachelor of Business Administration (BBA)
State University of New York College at Geneseo
Morgan Stanley March 2015 - Present
Morgan Stanley via NSC Global LLC May 2013 - March 2015
FactSet Research Systems October 2008 - May 2013
Moody's Investors Service March 2007 - June 2008
Integralis August 2003 - March 2007
Rietumu Banka 1997 - 2002
Skills
CISSP, CCSE, CCNA, Security, Checkpoint, VPN, Firewalls, Infrastructure, Information Security, Network Security, Vulnerability Assessment, Penetration Testing, Networking, CISA, TCP/IP
Education
University of Latvia 1995 — 1999
Bachelor, Business Administration
Riga Secondary School No 40 1983 — 1994
JP Morgan June 2008 - January 2015
Bear Stearns 2006 - 2008
Morgan Stanley 2004 - 2006
Kestrel Technologies 1998 - 2004
Skills
Acquisition Integration, Valuation, Capital Markets, Derivatives, Investment Banking, Fixed Income, Hedge Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Lafayette College 1986 — 1990
BA, Economics & Business
The Wrayno Insurance Agency , LLC October 2005 - Present
Morgan Stanley February 2002 - October 2005
United Skates of America February 1995 - April 1998
Education
Lakeland Community College 1998 — 2002
Lakeland Community College 1995 — 1997
Western International University
Well Educated on the Ways of the World
iBE.net 2014 - Present
KGS-Alpha Capital Markets, L.P. July 2013 - December 2013
Knight Capital Group March 2011 - July 2013
Morgan Stanley 2006 - 2011
Skills
CRM, Sales Process, Business Development, Brand Development, Brand Awareness, Customer Service, Due Diligence, Entrepreneurship, Strategy, Leadership, Start-ups, Marketing, Business Strategy, Strategic Planning, Capital Markets, Finance, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Investor Relations
Education
Lafayette College
Bachelor of Arts (BA), History
College Year in Athens Athens, Greece
Standard & Poor's March 2002 - Present
Vista Research, a division of Standard and Poor's March 2007 - May 2009
Morgan Stanley 1998 - 2001
Schroders Investment Management 1995 - 1998
Prudential Investments September 1987 - November 1995
Skills
Due Diligence, Hedge Funds, Capital Markets, Securities, Asset Managment, Private Equity, Equities, Securities Regulation, Mergers, Derivatives, Corporate Governance, Risk Management, Investments, Corporate Finance, Fixed Income, Financial Risk, Trading, Financial Services, AML, Emerging Markets, Investment Banking, Asset Management, Financial Regulation, Bonds, Financial Markets, Structured Products, SEC, Mutual Funds, Mergers & Acquisitions, Operational Risk, Bloomberg, Broker-Dealer, Structured Finance, Portfolio Management, Series 7, FINRA, Alternative Investments, Options, Financial Institutions, Finance, Securitization, Equity Research, Investment Management, Investment Advisers Act, Licensing, Venture Capital, Investment Company Act, Investment Advisory, Series 24, ETFs
Education
Syracuse University College of Law 1980 — 1982
JD, Law
Le Moyne College 1977 — 1979
B.S., Accounting
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
Morgan Stanley October 2005 - June 2014
Berdon LLP 2004 - 2005
TIAA-CREF 1986 - 2003
Skills
Microsoft Word, Excel,...
Education
Laguardia Community College
Gordon Haskett Research Advisors September 2013 - Present
Morgan Stanley April 2011 - September 2013
Elco Management August 2010 - March 2011
Skills
Series 63, Financial Markets, Series 7, Microsoft Office, Capital Markets, Equities, Event-driven, Asset Allocation, FINRA, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Microsoft Excel
Education
Lafayette College 2006 — 2010
Bachelor of Arts (B.A.)
JPMorgan Chase 2014 - Present
Morgan Stanley 2014 - 2014
Ally Financial Inc. 2010 - 2013
Ally Financial Inc. 2009 - 2010
Ally Financial Inc. 2008 - 2009
GE Money 1998 - 2008
GE Asset Management 1996 - 1998
GE Capital 1993 - 1996
Olin Corporation 1990 - 1993
Skills
Risk Analytics, Credit Risk, Financial Risk, Credit Cards, Basel II, Operational Risk, Credit Analysis, Financial Services, Credit, Risk Management, Portfolio Management, Banking, Loans, Commercial Lending, Financial Modeling, Consumer Lending
Education
University of Connecticut 1992 — 1995
MBA, Finance
Lafayette College 1987 — 1990
BS, Mathematics
National Hall Capital October 2003 - Present
Connecticut Capitol Prayer Network April 2012 - Present
Deutsche Bank January 2002 - March 2004
Morgan Stanley January 1994 - November 2001
Accenture July 1990 - December 1993
Education
Lafayette College 1986 — 1990
BS, Electrical Engineering
Concord Carlisle High School 1982 — 1986
Summit Private Investments, Inc. June 2014 - May 2015
Federal Street Partners July 2013 - July 2014
Federal Street Partners July 2013 - June 2014
Little Harbor Advisors September 2011 - June 2013
Pine Grove Associates March 2006 - February 2010
Morgan Stanley March 1998 - March 2006
Northern Trust January 1996 - July 1997
Skills
Equities, Mutual Funds, Emerging Markets, Finance, Pension Funds, Alternative Investments, Hedge Funds, Fund Of Funds, Fixed Income, Investor Relations, Investment Strategies, Structured Products, Private Equity, Asset Managment, Capital Markets
Education
Lafayette College 1982 — 1985
AB, American Civilization
Vanderbilt University 1981 — 1982
Newark Academy 1979 — 1981
Newark Academy, Finance
Morgan Stanley March 2004 - Present
Pershing June 1999 - March 2004
Skills
Series 7, Hedge Funds, Prime Brokerage, Series 63, Derivatives, Alternative Investments
Education
Lafayette College 1995 — 1999
Business/Economics
Lafayette College 1995 — 1999
Political Science and Government
JPMorgan January 2004 - Present
Morgan Stanley January 1999 - March 2002
Skills
Lotus Notes, Spreadsheets, Travel Arrangements, Administrative..., Calendaring, Microsoft Excel, PowerPoint, Microsoft Office, Expense Management, Outlook, Calendars, Bloomberg, Office Management, Expenses
Education
University of Phoenix 2006 — 2008
BS, Business management
LaGuardia Community College 1989 — 1991
AAS, Travel & Tourism
George Wingate high school 1987 — 1991
Regents Diploma
Morgan Stanley 2003 - Present
Skills
Project Management, Microsoft Excel, Policy, Microsoft Office, Accounts Payable, Community Outreach
Education
Nyack College 2010 — 2012
Bachelor of Science (B.S.), Organizational Management
Laguardia Community College 1989 — 1991
Assocate in Applied Science, Telecommunications
Morgan Stanley Client Services SupervisorMorgan Stanley Private Wealth ManagementJanuary 2005 - January 2015
morgan stanley November 1990 - December 2004
Mony Mutual Of New York November 1989 - November 1990
Skills
Insurance, Access, Project Management, Microsoft Office, Microsoft Excel, Management, SQL, Business Analysis, Risk Management, Customer Service, System Administration, Vendor Management, Analysis, Visio, Team Leadership, Team Building, Data Analysis, Process Improvement, Financial Analysis, Outlook, Sales, Training, Program Management, Operating Systems, Microsoft Word, SAP, PowerPoint, Troubleshooting, Skills: - Knowledge of..., Social Promotion, Sports Marketing, Sports Management, Sports Writing, Sports, Social Media Marketing, Writing News Releases
Education
LaGuardia Community College 1989 — 1991
Associate's Degree, Business Administration and Management, General
Hillcrest High School 1984 — 1987
High School
St,John's University
Business Administration and Management, General
Morgan Stanley December 1999 - Present
Lucent Technologies 1995 - 1999
Skills
Spring, Perl, DB2, Unix, SQL, SDLC, Risk Management, Agile Methodologies, Business Analysis, Sybase, Java, Unix Shell Scripting, Tomcat, Enterprise Architecture, Shell Scripting, SOA, Spring Framework, Requirements Analysis
Education
Lamar University
Master's Degree
Merrill Lynch July 1996 - Present
Morgan Stanley March 2003 - June 2004
Goldman Sachs June 1986 - August 1995
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word, Office Management
Education
Laguardia Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Self-Employed October 2012 - Present
Morgan Stanley January 1993 - July 2012
Morgan Stanley 1993 - 2009
J.Crew 1991 - 1993
Concordia University 1990 - 1991
Applied Logic Systems 1989 - 1990
Skills
Art, Fundraising, Fixed Income, Electronic Trading, Painting, Fine Art, Public Speaking, Trading Systems, Market Data, Sybase, Options, Hedge Funds
Education
Syracuse University 1981 — 1989
PhD, Computer Science
Lebanese American University 1979 — 1981
BS, Computer Science
Pensionnat Francais de la St Famille 1970 — 1979
Baccalaureate, Math Elementaire
AG Sayour Consulting LLC February 2012 - Present
MaxiReturn December 2011 - Present
Encore Health Resources August 2013 - October 2013
maxIT-VCS, an SAIC Company November 2012 - August 2013
The Methodist Hospital System February 2012 - June 2012
ESD January 2012 - February 2012
ESD October 2010 - January 2012
MaxiReturn August 2011 - September 2011
MaxiReturn March 2010 - August 2010
Morgan Stanley May 2008 - December 2008
Skills
Outlook, Access, Excel, Word, SCM 5.5, SCM 5.0, API Laborworkx, Sharepoint, Microsoft Excel, Microsoft Word, SharePoint, Hospitals, EHR, Management, EMR, Training, Software Documentation, Leadership, CPOE, Ambulatory, Healthcare, Process Improvement, Healthcare Information..., Informatics, Software Implementation
Education
Le Moyne College 2003 — 2003
MBA, MBA
Le Moyne College 1998 — 2000
BS, Finance
Attorney Christian A. Straile, LLC November 2008 - Present
DeCarlis & Sawyer September 2004 - October 2008
Law Office of Sam W. Boone, Jr. P.A. May 2004 - July 2004
DeCarlis & Sawyer December 2003 - March 2004
State Attorney's Office 17th Judicial Circuit August 2002 - March 2003
Third District Court of Appeal September 2001 - July 2002
Morgan Stanley September 1999 - January 2001
Bankers Life and Casualty May 1998 - August 1999
Skills
Criminal Law, Business, Wills, Litigation, Civil Litigation, Trials, Trusts, Legal Assistance, Legal Research, Family Law, Estate Planning, Personal Injury, Medical Malpractice, Mediation, Trial Practice, Legal Writing, Appeals, Westlaw, Commercial Litigation, Courts, Criminal Defense, Torts, Product Liability
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2004
LL.M, Taxation
St. Thomas University School of Law 2001 — 2003
J.D.
Lambuth University 1993 — 1998
B.S., Political Science
Five Mile Capital February 2004 - Present
Credit Suisse November 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - November 2000
Morgan Stanley June 1980 - December 1998
Skills
Mergers, Equities, Valuation, Structured Products, Portfolio Management, Investments, Due Diligence, Financial Structuring, Derivatives, Securitization, Bloomberg, Asset Managment, Mergers & Acquisitions, Investment Advisory, Alternative Investments, Asset Management
Education
Lafayette College 1971 — 1975
BA, History
Blair Academy 1968 — 1971
Girls Educational & Mentoring Services April 2014 - Present
Malaria No More November 2010 - April 2014
Millennium Promise November 2009 - November 2010
Pfizer 2007 - 2008
Morgan Stanley 2005 - 2006
Skills
Microsoft Office, Visio, Administrative Office..., Executive..., Human Resources, Recruiting, Customer Service, Onboarding, Applicant Tracking..., Event Planning, PeopleSoft, ADP Payroll, Ariba
Education
Berkeley College-New York 2011 — 2012
Bachelor's degree, Business Administration, Graduated Cum Laude
Laguardia Community College 2006 — 2008
Associate's degree, Business Administration
CVHS
Quantitative Risk Management January 2012 - Present
Morgan Stanley November 2005 - January 2012
Nomura International September 1997 - May 2005
Skills
Quantitative Finance, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Software Engineering, C#, C++, Market Risk, Options, CDS, Financial Engineering
Education
University of Cambridge 1993 — 1996
BA (Hons), Mathematics
Lancaster University 1996 — 1997
Masters, Finance
Invitation Homes September 2014 - Present
Invitation Homes April 2013 - September 2014
Equity Property Services, Inc. June 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Investments, Real Estate, Management, Marketing, Finance, Sales, Strategy, Real Estate Transactions, CRM, Analysis, Time Management, Investment Properties, Financial Analysis, Asset Management, Forecasting, PowerPoint, Social Media, Financial Modeling, Leadership, Public Speaking, Microsoft Excel, Microsoft Office
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A), Economics and Business
Morgan Stanley January 2015 - Present
TD April 2014 - January 2015
PNC December 2013 - January 2014
PNC Bank January 2010 - December 2013
North Central Michigan College January 2011 - October 2011
National City Bank/PNC Bank September 2008 - December 2009
National City Bank April 2008 - August 2008
National City Bank October 2004 - March 2008
Skills
Leadership, Performance Management, Recruiting, Customer Service, Leadership Development, Customer Retention, NMLS, Training, Coaching, Employee Engagement, Sales, Time Management, Sales Management, Social Media, Employee Benefits, E-commerce, Retail Banking, Financial Services, Finance, Human Resources, Nonprofits, Teaching, Communication, Public Speaking, Budgets
Education
Lawrence Technological University 2007 — 2009
MBA, Business Administration
Lake Superior State University 1999 — 2001
Bachelors, Psychology & Counseling
HealthPlanCRM October 2013 - Present
Longfellow Capital January 2011 - September 2013
Morgan Stanley July 2006 - February 2009
Skills
Alternative Investments, Hedge Funds, Strategic Planning, Asset Management, Equities, Private Equity, Investments, Portfolio Management, Capital Markets, Series 7, Venture Capital, Valuation, Financial Modeling, Mergers & Acquisitions, Asset Allocation, Investment Banking, Fixed Income, Securities, Emerging Markets, Investment Strategies
Education
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
Greatest events Texas August 2012 - Present
Retired but busier than ever 2003 - Present
Morgan Stanley 2005 - 2012
Better Homes and Gardens Real Estate Metro Brokers 1996 - 2003
Education
Lamar University 1975 — 1979
BS Secondary Education
Integrasol Corporation January 1993 - Present
Morgan Stanley February 2010 - January 2014
UBS Investment Bank September 2008 - 2009
AIG June 2008 - September 2008
Merrill Lynch April 2006 - June 2008
Citibank August 2003 - March 2006
Marsh April 2002 - April 2003
Mizuho Securities Co., Ltd. 2003 - 2003
Deutsche Bank June 2001 - April 2002
Cendant December 2000 - May 2001
Skills
Data Warehousing, Data Modeling, SDLC, Database Design, Integration, Data Architecture, Databases, Data Marts, Architecture, Data Analysis, Metadata Management, Reference Data, Information Architecture, Enterprise Architecture, Data Integration, Enterprise Software
Education
Latvijas Universitate
M.S.
Merrill Lynch September 2003 - Present
Morgan Stanley September 1999 - September 2003
Cable Television Industry June 1987 - June 1999
Education
Lafayette College 1981 — 1985
B.A., Economics /Business/Intl Relations
Academia Maria Reina 1977 — 1981
Morgan Stanley May 2013 - Present
BNY Mellon May 2012 - May 2013
Societe Generale June 2010 - December 2011
BNP Paribas 2005 - 2010
LexisNexis 2000 - 2002
LexisNexis (formerly Matthew Bender) 1995 - 2000
Matthew Bender 1993 - 1995
Skills
Derivatives, Hedge Funds, Client Service, Structured Products, Equity Derivatives, Alternative Investments, Series 7, Fund Of Funds, Process Improvement, Project Management, Financial Services, Fund Administration, Equities
Education
Le Moyne College 1983 — 1987
BA, English
Svenska Handelsbanken., August 2013 - Present
Deutsche bank New York, N Y September 2014 - January 2015
Morgan Stanley 2013 - 2014
Morgan Stanley 2013 - 2014
R.N.S. HOMES PROVIDERS INC March 2010 - December 2010
The National Bank of Egypt, New York, NY July 2009 - December 2009
smbc October 2005 - March 2009
UFJ BANK LIMITED, New York, NY March 2004 - September 2005
MLBK Reality., New York, NY March 2003 - March 2004
The Mitsubishi Trust and Banking Corp., New York, NY July 1999 - March 2003
Skills
Loans, Documentation, Credit, Negotiation, Excel, Customer Relations, Word, Risk Management, Customer Service, Banking, Commercial Lending, Access, Trade Finance
Education
CITY OF UNIVERITY-York College 1990 — 1996
Bachelor of Science in Business Administration, Bachelor of Science in Business Administration
LaGuardia Community College 1988 — 1990
Associate of Science in Liberal Arts, Associate of Science in Liberal Arts
Marist College September 2003 - Present
Morgan Stanley 1999 - 2002
Skills
Research, Public Speaking, Finance, Microsoft Word, Managerial Finance, Valuation, Accounting, PowerPoint, Microsoft Excel, Higher Education, Financial Analysis, Economics, Analysis, Data Analysis, Statistics, Leadership, Access, Nonprofits
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Investment Analysis
Le Moyne College 1978 — 1982
BS, Business
West Islip High School 1974 — 1978
Regents, General
Success Academy Charter Schools June 2014 - February 2015
Gensler December 2013 - January 2014
Milbank, Tweed, Hadley & McCloy LLP September 2008 - June 2013
UBS Investment Bank September 2006 - May 2008
Deutsche Bank July 2004 - September 2006
Merrill Lynch December 2000 - July 2004
Morgan Stanley February 1992 - December 2000
Skills
Talent Management, Organizational..., Coaching, Program Management, Leadership Development, Management, Staff Development, Performance Management, Career Development, Change Management, 360 Feedback, Workshop Facilitation, Training, MBTI, Mentoring, Public Speaking, Curriculum Design, Training Needs Analysis, Team Management, Event Management, New Hire Orientations, Management Development, Performance Appraisal, Personal Development..., Promotion Processes, Induction Program, Program Evaluation, Employee Engagement, Project Management, Vendor Relationships, Conference Design, Workshop Development, Leadership, Training & Development
Education
Lafayette College 1981 — 1985
BA, Economics, Computer Science
New York University 1997 — 1998
Certificate, Training & Organizational Development
Morgan Stanley August 2000 - Present
JP Morgan July 1997 - August 2000
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Investment Banking, Series 7, Market Risk, Equity Derivatives, Risk Management, Series 63, Series 3, Series 24, ISDA, Dodd-Frank, CVA, Credit Risk, FINRA
Education
Lafayette College 1993 — 1997
A.B., Mathematics, Economics, Government and Law
Monsignor Farrell 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
Hawkwood Energy LLC August 2010 - Present
Goldman Sachs June 2005 - July 2008
Goldman Sachs June 2004 - August 2004
Morgan Stanley May 2003 - August 2003
Skills
Oil & Gas, Mergers & Acquisitions, Business Development, Strategic Leadership, Private Equity, Financial Modeling, Divestitures, Derivatives, Capital Budgeting, Strategic Planning
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Lafayette College 2001 — 2005
BA, Economics
Merrill Lynch May 2011 - Present
Morgan Stanley June 2007 - April 2011
Skills
Emerging Markets, Equities, Series 7, Hedge Funds, Equity Research, Series 63, Asset Managment, Derivatives
Education
Lafayette College 2003 — 2007
BA, Economics
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
Morgan Stanley 2010 - Present
Skills
Fixed Income, Hedge Funds, Bloomberg, Series 7, Alternative Investments, Securities, Capital Markets, Equities, Microsoft Excel, Financial Analysis, Risk Management, PowerPoint
Education
New York University
Master of Science in Publishing: Digital and Print Media
Lafayette College 2004 — 2008
BA, English, Government & Law
Citi April 2013 - Present
JPMorgan Chase June 2012 - March 2013
MetLife January 2012 - June 2012
Morgan Stanley May 2003 - December 2011
Skills
Business Intelligence, Requirements Analysis, Data Modeling, SDLC, Risk Management, IT Strategy, Sybase, Visio, Project Management, Informatica, Software Development, Vendor Management, Business Analysis, SQL, ETL, Data Warehousing, Process Improvement, Program Management, Oracle, Enterprise Architecture, Requirements Gathering, Unix, SOA, Business Objects, Integration, Teradata, Databases, Business Process..., Analytics, Software Project...
Education
Lamar University 1991 — 1993
Master of Science (MS), Industrial Engineering
BNP Paribas October 2008 - Present
Bank of America April 1998 - October 2008
TUDOR INVESTMENT CORPORATION April 1996 - April 1998
Morgan Stanley February 1986 - April 1996
Skills
Hedge Funds, Client Services, Risk Management, Prime Brokerage, Derivatives, Fixed Income, Equities, Financial Analysis
Education
LaGuardia Community College 1979 — 1981
Associate's Degree, Accounting
Morgan Stanley July 2001 - Present
Education
School of Visual Arts 2000 — 2001
Bachelor of Business Administration (B.B.A.), Advertising
Laguardia Community College 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Martin Van Buren H.S.
Jefferies LLC July 2014 - Present
Goldman Sachs June 2003 - June 2014
Morgan Stanley 1998 - 2003
Lehman Brothers 1993 - 1997
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Private Equity, Valuation, Hedge Funds, Derivatives, Securities, Bloomberg, Alternative Investments, Bonds, Series 7, Investment Management, Series 63, Structured Finance, Asset Management, Financial Modeling, Structured Products, Investments, Financial Analysis, Due Diligence, Management, Mergers & Acquisitions, Finance
Education
Lake Forest College 1985 — 1989
St Mark's School 1982 — 1985
Morgan Stanley May 2007 - Present
Citigroup Global Markets September 2000 - May 2007
Skills
Series 7, Series 63
Education
Lafayette College
Osceola County Human Services Dept October 2014 - Present
Osceola County Human Services May 2006 - October 2014
Morgan Stanley March 1985 - February 2006
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, Microsoft Word, Internal Controls, Customer Service, Finance, Budgets
Education
Boys & Girls High School 1978 — 1981
Diploma, Computer Science
Laguardia Community College
Master of Computer Applications (MCA), Computer Science
TIAA-CREF March 2011 - Present
TIAA-CREF January 2000 - March 2011
TIAA-CREF March 1996 - January 2000
Franklin Templeton Investments April 1989 - March 1996
Morgan Stanley June 1988 - May 1989
Skills
Asset Allocation, Quantitative Investing
Education
Princeton University 1986 — 1988
Master of Science (MS), Operations Research
Lawrence University 1982 — 1986
Bachelor of Arts (BA), Mathematics-Economics
Morgan Stanley August 2009 - September 2011
Skills
Data Entry, Microsoft Word, Microsoft Excel, ADP Payroll, Typing, Word Processing
Education
LaGuardia Community College 1991 — 1994
Associate's degree
Reinhart & Associates, LLC February 2013 - Present
Independent Family Office, LLC December 2009 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company October 1998 - April 2003
Morgan Stanley March 1994 - September 1998
Education
Pace University - Lubin School of Business 1993 — 1996
Master's degree, Taxation
Le Moyne College 1987 — 1991
Bachelor of Science, Accounting