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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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Daniel Brasier Daniel Brasier's Morgan Stanley Experience May 2001 - June 2002
Job Vice President & CoFounder at Upriise
Industry Entertainment
Experience
Upriise July 2014 - Present
OTC Markets Group October 2006 - February 2014
Knobias, Inc. September 2004 - October 2006
Charles Schwab June 2002 - September 2004
Morgan Stanley May 2001 - June 2002
Skills
Securities, Capital Markets, Investor Relations, Private Equity, Investments, Portfolio Management, Equities, Mergers, Asset Managment, Financial Analysis, Hedge Funds, Investment Banking, Financial Modeling, Trading, Venture Capital, Equity Trading, Bloomberg, Asset Management, Electronic Trading
Education
Mississippi College 1997 — 2001
Bachelor of Science, Business/Commerce, General
Upriise July 2014 - Present
OTC Markets Group October 2006 - February 2014
Knobias, Inc. September 2004 - October 2006
Charles Schwab June 2002 - September 2004
Morgan Stanley May 2001 - June 2002
Skills
Securities, Capital Markets, Investor Relations, Private Equity, Investments, Portfolio Management, Equities, Mergers, Asset Managment, Financial Analysis, Hedge Funds, Investment Banking, Financial Modeling, Trading, Venture Capital, Equity Trading, Bloomberg, Asset Management, Electronic Trading
Education
Mississippi College 1997 — 2001
Bachelor of Science, Business/Commerce, General
Deana Hill Deana Hill's Morgan Stanley Experience June 1993 - Present
Job Business Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1993 - Present
Education
Southwest Missouri State University 1988 — 1990
BS, Finance
University of Central Missouri 1985 — 1986
Lee's Summit High School 1982 — 1985
High School
Morgan Stanley June 1993 - Present
Education
Southwest Missouri State University 1988 — 1990
BS, Finance
University of Central Missouri 1985 — 1986
Lee's Summit High School 1982 — 1985
High School
Larry Hauskins Larry Hauskins's Morgan Stanley Experience April 2002 - September 2012
Job First Vice President Investments at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial September 2012 - Present
Morgan Stanley April 2002 - September 2012
Skills
Wealth Management, Series 7, Equities, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies, Fixed Annuities
Education
Minnesota State University, Mankato
Psychology & Business
University of Minnesota-Twin Cities
Oak Ridge Financial September 2012 - Present
Morgan Stanley April 2002 - September 2012
Skills
Wealth Management, Series 7, Equities, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies, Fixed Annuities
Education
Minnesota State University, Mankato
Psychology & Business
University of Minnesota-Twin Cities
Michael Bonanno Michael Bonanno's Morgan Stanley Experience February 2005 - June 2005
Job Principal Consultant at Collaborative Solutions, LLC
Industry Computer Software
Experience
Collaborative Solutions, LLC March 2015 - Present
University of Rochester October 2014 - February 2015
University of Rochester January 2013 - September 2014
University of Rochester Medical Center October 2011 - January 2013
University of Rochester Medical Center January 2010 - September 2011
University of Rochester Medical Center December 2007 - January 2010
Travelers June 2005 - January 2007
Morgan Stanley February 2005 - June 2005
Skills
Analysis, Accounting, Spreadsheets, Data Analysis, Account Reconciliation, Financial Analysis, Business Analysis, Visual Basic, Internal Controls, Workday, Budgets, Finance, Software Documentation, Training, Microsoft Excel, Business Process..., Northfield Open..., Gretl (Statistical...
Education
University of Rochester 2007 — 2012
Master of Business Administration (MBA), Finance, Corporate Accounting, Computer Information Systems, Accounting Information Systems
University at Buffalo 2003 — 2005
Bachelor of Science (BS), Business Administration, Finance
Monroe Community College 2001 — 2002
Associate of Science (AS), Business Administration
Collaborative Solutions, LLC March 2015 - Present
University of Rochester October 2014 - February 2015
University of Rochester January 2013 - September 2014
University of Rochester Medical Center October 2011 - January 2013
University of Rochester Medical Center January 2010 - September 2011
University of Rochester Medical Center December 2007 - January 2010
Travelers June 2005 - January 2007
Morgan Stanley February 2005 - June 2005
Skills
Analysis, Accounting, Spreadsheets, Data Analysis, Account Reconciliation, Financial Analysis, Business Analysis, Visual Basic, Internal Controls, Workday, Budgets, Finance, Software Documentation, Training, Microsoft Excel, Business Process..., Northfield Open..., Gretl (Statistical...
Education
University of Rochester 2007 — 2012
Master of Business Administration (MBA), Finance, Corporate Accounting, Computer Information Systems, Accounting Information Systems
University at Buffalo 2003 — 2005
Bachelor of Science (BS), Business Administration, Finance
Monroe Community College 2001 — 2002
Associate of Science (AS), Business Administration
Robert Kirk (RJ) Robert Kirk (RJ)'s Morgan Stanley Experience March 2012 - March 2013
Job Equity Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP March 2013 - Present
Morgan Stanley March 2012 - March 2013
Skills
Equities, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Microsoft Office, Finance, Analysis, Financial Modeling, Mutual Funds, Bloomberg, Fixed Income, Economics, PowerPoint, Access, Microsoft Word, Data Analysis, Financial Reporting, Outlook, Bloomberg Software, Financial Statements, Wealth Management, Securities, Asset Allocation, Accounting, Derivatives, Trading, Account Reconciliation, Thompson One, Portfolio Management, Equity Research, Equity Valuation, Morningstar, New Product..., Product Management, Vendor Management
Education
Monmouth University, Leon Hess School of Business West 2008 — 2013
Business Administration
Monmouth University 2008 — 2012
Business Administration, Economics, Political Science
Bloomberg LP March 2013 - Present
Morgan Stanley March 2012 - March 2013
Skills
Equities, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Microsoft Office, Finance, Analysis, Financial Modeling, Mutual Funds, Bloomberg, Fixed Income, Economics, PowerPoint, Access, Microsoft Word, Data Analysis, Financial Reporting, Outlook, Bloomberg Software, Financial Statements, Wealth Management, Securities, Asset Allocation, Accounting, Derivatives, Trading, Account Reconciliation, Thompson One, Portfolio Management, Equity Research, Equity Valuation, Morningstar, New Product..., Product Management, Vendor Management
Education
Monmouth University, Leon Hess School of Business West 2008 — 2013
Business Administration
Monmouth University 2008 — 2012
Business Administration, Economics, Political Science
Stephanie Novack Stephanie Novack's Morgan Stanley Experience June 2008 - March 2013
Job Associate Intermediary Client Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley June 2008 - March 2013
Morgan Stanley November 2006 - June 2008
Skills
Investments, Analysis, Databases, Management, Finance, Equities, Microsoft Excel, SQL, Customer Service, Customer Satisfaction, Mutual Funds, Variable Annuities, PowerPoint, DST, TA2000, AWD, Series 6, Series 63, Performance Reporting, Ad Hoc Reporting, Financial Services
Education
Monmouth University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley June 2008 - March 2013
Morgan Stanley November 2006 - June 2008
Skills
Investments, Analysis, Databases, Management, Finance, Equities, Microsoft Excel, SQL, Customer Service, Customer Satisfaction, Mutual Funds, Variable Annuities, PowerPoint, DST, TA2000, AWD, Series 6, Series 63, Performance Reporting, Ad Hoc Reporting, Financial Services
Education
Monmouth University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jonathan Weil Jonathan Weil's Morgan Stanley Experience June 2006 - August 2006
Job Senior Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting February 2010 - Present
Raiseline Ventures LLC August 2009 - December 2009
Self-Employed December 2003 - December 2009
DIRECTV May 2009 - August 2009
Viterbi School of Engineering January 2008 - May 2009
Union Bank of California June 2008 - September 2008
MiraCosta College August 2006 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Business Intelligence, Data Analysis, Project Management, SQL, Data Warehousing, Strategy, Process Improvement, Management Consulting, Information Management, Professional Networking, Data Management, Cognos, Performance Management, Predictive Analytics, Forecasting, SAP BusinessObjects, OFSAA, IBM BFMDW, Dashboards, Key Performance..., Reporting & Analysis, Team Management, Change Management, Project Execution, Presentation Development, Community Service
Education
University of Southern California - Marshall School of Business 2007 — 2009
BS, Business Administration
MiraCosta College 2005 — 2007
Deloitte Consulting February 2010 - Present
Raiseline Ventures LLC August 2009 - December 2009
Self-Employed December 2003 - December 2009
DIRECTV May 2009 - August 2009
Viterbi School of Engineering January 2008 - May 2009
Union Bank of California June 2008 - September 2008
MiraCosta College August 2006 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Business Intelligence, Data Analysis, Project Management, SQL, Data Warehousing, Strategy, Process Improvement, Management Consulting, Information Management, Professional Networking, Data Management, Cognos, Performance Management, Predictive Analytics, Forecasting, SAP BusinessObjects, OFSAA, IBM BFMDW, Dashboards, Key Performance..., Reporting & Analysis, Team Management, Change Management, Project Execution, Presentation Development, Community Service
Education
University of Southern California - Marshall School of Business 2007 — 2009
BS, Business Administration
MiraCosta College 2005 — 2007
Markus Maasikas Markus Maasikas's Morgan Stanley Experience May 1998 - June 2000
Job Staffing Manager at Accountemps
Industry Staffing and Recruiting
Experience
Accountemps October 2013 - Present
EM Protective Services June 2008 - June 2012
Micro Warehouse July 2000 - June 2008
Morgan Stanley May 1998 - June 2000
Skills
Customer Service, Private Investigations, Loss Prevention, Microsoft Office, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Management, Team Building, Outlook, Sales, Crisis Management, Training, Public Speaking
Education
Monmouth University 1996 — 1999
BS, Finance
Ocean County College 1994 — 1996
Associate's degree, Business Administration and Management, General
Accountemps October 2013 - Present
EM Protective Services June 2008 - June 2012
Micro Warehouse July 2000 - June 2008
Morgan Stanley May 1998 - June 2000
Skills
Customer Service, Private Investigations, Loss Prevention, Microsoft Office, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Management, Team Building, Outlook, Sales, Crisis Management, Training, Public Speaking
Education
Monmouth University 1996 — 1999
BS, Finance
Ocean County College 1994 — 1996
Associate's degree, Business Administration and Management, General
Michelle Harvey Michelle Harvey's Morgan Stanley Experience March 2003 - April 2004
Job Investment Strategist at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2013 - Present
Wells Fargo Private Bank December 2007 - December 2013
Wells Fargo Bank March 2010 - August 2013
Wells Fargo Private Bank April 2004 - March 2010
Morgan Stanley March 2003 - April 2004
Skills
Investments, Equities, Risk, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Securities, Portfolio Management, Asset Management, Asset, Hedge Funds, Trading, Financial Planning, Due Diligence, Analysis, Economics, Real Estate, Wealth Management, Customer Relations, Bonds, Cross Selling, Research, Risk Management, High Net Worth..., Options, Customer Service, Derivatives, Strategic Financial..., Financial Risk, Equity Research, Financial Advisory, Finance, Private Banking
Education
Montana State University-Bozeman 1995 — 2002
Bachelor of Science (B.S.), Finance & Business Management
Wells Fargo Private Bank August 2013 - Present
Wells Fargo Private Bank December 2007 - December 2013
Wells Fargo Bank March 2010 - August 2013
Wells Fargo Private Bank April 2004 - March 2010
Morgan Stanley March 2003 - April 2004
Skills
Investments, Equities, Risk, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Securities, Portfolio Management, Asset Management, Asset, Hedge Funds, Trading, Financial Planning, Due Diligence, Analysis, Economics, Real Estate, Wealth Management, Customer Relations, Bonds, Cross Selling, Research, Risk Management, High Net Worth..., Options, Customer Service, Derivatives, Strategic Financial..., Financial Risk, Equity Research, Financial Advisory, Finance, Private Banking
Education
Montana State University-Bozeman 1995 — 2002
Bachelor of Science (B.S.), Finance & Business Management
Bethany Dudley Bethany Dudley's Morgan Stanley Experience April 2004 - July 2005
Job Medical Sales Executive
Industry Medical Devices
Experience
Osteohealth - Chicago July 2015 - Present
Sizewise - San Francisco April 2013 - June 2015
Osteohealth - San Francisco November 2009 - April 2013
Capital One Healthcare Finance - San Francisco February 2006 - June 2009
Morgan Stanley April 2004 - July 2005
Merck January 1997 - February 2003
Skills
Sales, New Business Development, Cross-functional Team..., Business Development, Healthcare, Marketing, Surgery, Cold Calling, Training, Salesforce.com, Business Strategy, Sales Management, Medical Devices, Management, Sales Process, Direct Sales, Account Management, Market Research, Sales Operations, Sales Presentations, Selling, Customer Satisfaction, Product Launch, Selling Skills, Sales Force Development, Capital Equipment, Market Development, Urology, Pharmaceutical Sales
Education
Mississippi State University
BA, Psychology
Osteohealth - Chicago July 2015 - Present
Sizewise - San Francisco April 2013 - June 2015
Osteohealth - San Francisco November 2009 - April 2013
Capital One Healthcare Finance - San Francisco February 2006 - June 2009
Morgan Stanley April 2004 - July 2005
Merck January 1997 - February 2003
Skills
Sales, New Business Development, Cross-functional Team..., Business Development, Healthcare, Marketing, Surgery, Cold Calling, Training, Salesforce.com, Business Strategy, Sales Management, Medical Devices, Management, Sales Process, Direct Sales, Account Management, Market Research, Sales Operations, Sales Presentations, Selling, Customer Satisfaction, Product Launch, Selling Skills, Sales Force Development, Capital Equipment, Market Development, Urology, Pharmaceutical Sales
Education
Mississippi State University
BA, Psychology
Pierre George Pierre George's Morgan Stanley Experience April 2014 - March 2015
Job Vice President / Financial Consultant Regions Investment Solutions
Industry Financial Services
Experience
Regions Financial Corporation March 2015 - Present
Morgan Stanley April 2014 - March 2015
State Farm June 2013 - March 2014
TIC Federal Credit Union October 2012 - June 2013
BankPlus October 2008 - June 2012
Skills
Software: Proficient in..., Hardware: BankCars,..., Training Software:..., Training, Microsoft Excel, Instructional Design, Analysis, Banking, Curriculum Design, Employee Training, Customer Service, Instructor-led Training, Leadership Development, Management, Microsoft Office, Program Management, Process Improvement, Leadership, Public Speaking, Sales
Education
Mississippi State University 2001 — 2006
Business Administration, Finance
Regions Financial Corporation March 2015 - Present
Morgan Stanley April 2014 - March 2015
State Farm June 2013 - March 2014
TIC Federal Credit Union October 2012 - June 2013
BankPlus October 2008 - June 2012
Skills
Software: Proficient in..., Hardware: BankCars,..., Training Software:..., Training, Microsoft Excel, Instructional Design, Analysis, Banking, Curriculum Design, Employee Training, Customer Service, Instructor-led Training, Leadership Development, Management, Microsoft Office, Program Management, Process Improvement, Leadership, Public Speaking, Sales
Education
Mississippi State University 2001 — 2006
Business Administration, Finance
Cory Pulfrey Cory Pulfrey's Morgan Stanley Experience July 2009 - September 2012
Job Partner at Cloverlay
Industry Investment Management
Experience
Cloverlay January 2015 - Present
CDMT Properties LLC October 2012 - December 2014
Morgan Stanley July 2009 - September 2012
Morgan Stanley January 2004 - June 2009
Morgan Stanley April 2000 - June 2009
Weyerhaeuser August 1996 - March 2000
Weyerhaeuser July 1991 - June 1994
Weyerhaeuser June 1987 - May 1991
Chevron June 1982 - June 1985
Skills
Financial Analysis, Investment evaluation, Business Management, Private Equity, Alternative Investments, Hedge Funds, Finance, Equities, Equity Research, Capital Markets, Investment Banking, Portfolio Management, Wealth Management, Investment Advisory, Asset Managment, Mutual Funds, Emerging Markets, Investment Strategies, Financial Structuring, Valuation, Venture Capital, Asset Allocation, Financial Modeling, Equity Valuation, High Yield, Investments, Fixed Income, Asset Management, Pension Funds, Investment Management, Structured Products, Due Diligence, Fund Of Funds, Management
Education
Wharton Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General, with Distinction
Montana State University-Bozeman 1978 — 1982
Bachelor of Science (BS), Chemical Engineering, with Highest Honors
Cloverlay January 2015 - Present
CDMT Properties LLC October 2012 - December 2014
Morgan Stanley July 2009 - September 2012
Morgan Stanley January 2004 - June 2009
Morgan Stanley April 2000 - June 2009
Weyerhaeuser August 1996 - March 2000
Weyerhaeuser July 1991 - June 1994
Weyerhaeuser June 1987 - May 1991
Chevron June 1982 - June 1985
Skills
Financial Analysis, Investment evaluation, Business Management, Private Equity, Alternative Investments, Hedge Funds, Finance, Equities, Equity Research, Capital Markets, Investment Banking, Portfolio Management, Wealth Management, Investment Advisory, Asset Managment, Mutual Funds, Emerging Markets, Investment Strategies, Financial Structuring, Valuation, Venture Capital, Asset Allocation, Financial Modeling, Equity Valuation, High Yield, Investments, Fixed Income, Asset Management, Pension Funds, Investment Management, Structured Products, Due Diligence, Fund Of Funds, Management
Education
Wharton Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General, with Distinction
Montana State University-Bozeman 1978 — 1982
Bachelor of Science (BS), Chemical Engineering, with Highest Honors
Allen K. Cummings Allen K. Cummings's Morgan Stanley Experience January 2000 - February 2003
Job Sales Rep
Industry Electrical/Electronic Manufacturing
Experience
Key electronic solutions July 2013 - Present
The Home Depot September 2012 - July 2013
Construction Company January 2009 - July 2012
The Hackett Group March 2008 - January 2009
E*TRADE Financial 2003 - 2008
Morgan Stanley January 2000 - February 2003
Interstate Johnson and lane January 1998 - January 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Sales Process, B2B, Solution Selling, Cold Calling, Strategic Planning, Team Building, Marketing, Contract Negotiation, Key Account Management, Business Strategy, Lead Generation, Microsoft Office, Pricing, Microsoft Excel, Marketing Communications, Sales Presentations, Salesforce.com
Education
University of Alabama at Birmingham 1997 — 1998
Psycology, Social Sciences
Mississippi Delta Community College 1990 — 1992
Librial arts
Humphreys Academy 1987 — 1990
Deploma
Key electronic solutions July 2013 - Present
The Home Depot September 2012 - July 2013
Construction Company January 2009 - July 2012
The Hackett Group March 2008 - January 2009
E*TRADE Financial 2003 - 2008
Morgan Stanley January 2000 - February 2003
Interstate Johnson and lane January 1998 - January 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Sales Process, B2B, Solution Selling, Cold Calling, Strategic Planning, Team Building, Marketing, Contract Negotiation, Key Account Management, Business Strategy, Lead Generation, Microsoft Office, Pricing, Microsoft Excel, Marketing Communications, Sales Presentations, Salesforce.com
Education
University of Alabama at Birmingham 1997 — 1998
Psycology, Social Sciences
Mississippi Delta Community College 1990 — 1992
Librial arts
Humphreys Academy 1987 — 1990
Deploma
sophie yona sophie yona's Morgan Stanley Experience December 2003 - December 2011
Job Investors Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Morgan Stanley December 2003 - December 2011
Morgan Stanley 2003 - 2011
Skills
Analysis, Access, Fixed Income, Strategic Financial..., Financial Modeling, Databases, CRM, MS Project, Banking, Microsoft Excel, Financial Analysis, Business Analysis, Financial Services, Risk Management, Finance, Strategic Planning, Microsoft Office, Investments, Financial Planning, Customer Service
Education
Monroe College 1999 — 2003
BS, MIS
Brown Brothers Harriman January 2011 - Present
Morgan Stanley December 2003 - December 2011
Morgan Stanley 2003 - 2011
Skills
Analysis, Access, Fixed Income, Strategic Financial..., Financial Modeling, Databases, CRM, MS Project, Banking, Microsoft Excel, Financial Analysis, Business Analysis, Financial Services, Risk Management, Finance, Strategic Planning, Microsoft Office, Investments, Financial Planning, Customer Service
Education
Monroe College 1999 — 2003
BS, MIS
Csaba Major Csaba Major's Morgan Stanley Experience July 2007 - December 2009
Job Presales Engineer
Industry Information Technology and Services
Experience
BalaBit IT Security January 2010 - Present
Morgan Stanley July 2007 - December 2009
BalaBit IT Security Ltd. February 2006 - July 2007
BalaBit IT Security January 2002 - February 2006
Skills
Bash, Open Source, Syslog-ng, Shell Scripting, Network Security, Ubuntu, Firewalls, Security, Linux, Perl, Debian, Nagios, TCP/IP, Linux System..., High Availability, Information Security, PHP, System Administration, MySQL, Pre-sales, CentOS, LDAP, Virtualization, Apache
Education
Miskolci Egyetem 1995 — 2000
Master of Science (MSc), Information Technology
BalaBit IT Security January 2010 - Present
Morgan Stanley July 2007 - December 2009
BalaBit IT Security Ltd. February 2006 - July 2007
BalaBit IT Security January 2002 - February 2006
Skills
Bash, Open Source, Syslog-ng, Shell Scripting, Network Security, Ubuntu, Firewalls, Security, Linux, Perl, Debian, Nagios, TCP/IP, Linux System..., High Availability, Information Security, PHP, System Administration, MySQL, Pre-sales, CentOS, LDAP, Virtualization, Apache
Education
Miskolci Egyetem 1995 — 2000
Master of Science (MSc), Information Technology
Robin Grandusky Robin Grandusky's Morgan Stanley Experience September 1997 - April 2004
Job Executive Administrative Assistant with expertise in Accounting and Finance
Industry Financial Services
Experience
Superior Technology, Inc. January 2013 - Present
Merrill Lynch April 2004 - January 2012
Morgan Stanley September 1997 - April 2004
Skills
Microsoft Word, Finance, Customer Satisfaction, Customer Service, Organized self-starter, Organized Multi-tasker, Manage Client..., Maintaining Strong..., Microsoft Excel, PowerPoint, Salesforce.com, Executive Administrative, Exceptionally Organized, Accounts Payable, Accounts Receivable
Education
State University of New York Empire State College 2014 — 2015
Bachelor of Science, Business, Management and Economics
Monroe Community College 2012 — 2013
Associates of Applied Science, Accounting
Superior Technology, Inc. January 2013 - Present
Merrill Lynch April 2004 - January 2012
Morgan Stanley September 1997 - April 2004
Skills
Microsoft Word, Finance, Customer Satisfaction, Customer Service, Organized self-starter, Organized Multi-tasker, Manage Client..., Maintaining Strong..., Microsoft Excel, PowerPoint, Salesforce.com, Executive Administrative, Exceptionally Organized, Accounts Payable, Accounts Receivable
Education
State University of New York Empire State College 2014 — 2015
Bachelor of Science, Business, Management and Economics
Monroe Community College 2012 — 2013
Associates of Applied Science, Accounting
Tim Ratty Tim Ratty's Morgan Stanley Experience 1998 - 2003
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2009 - Present
Smith Barney December 2008 - October 2009
Smith Barney March 2006 - December 2008
Morgan Stanley 1998 - 2003
Skills
Investments, Wealth Management, Financial Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Insurance, Management, Leadership, Investment Advisory, Credit, Fiduciary Management
Education
Thomas Edison State College 2001 — 2004
Economics
Monmouth University 1989 — 1990
Criminal Justice
Wells Fargo Advisors, LLC November 2009 - Present
Smith Barney December 2008 - October 2009
Smith Barney March 2006 - December 2008
Morgan Stanley 1998 - 2003
Skills
Investments, Wealth Management, Financial Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Insurance, Management, Leadership, Investment Advisory, Credit, Fiduciary Management
Education
Thomas Edison State College 2001 — 2004
Economics
Monmouth University 1989 — 1990
Criminal Justice
Carol Digraci Carol Digraci's Morgan Stanley Experience April 1996 - June 2005
Job Sales Associate at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors April 2009 - Present
Morgan Stanley April 1996 - June 2005
Morgan Stanley April 1996 - June 2005
Skills
Real Estate, Sellers, First Time Home Buyers, Residential, New Homes, Residential Homes, Relocation, Short Sales, Marketing, Listings, National Association of..., Single Family Homes, Foreclosures, Sales, Referrals, Condos, Investment Properties
Education
Monmouth University 1991 — 1995
BA, Communications
Roselle Catholic High School 1987 — 1991
Weichert Realtors April 2009 - Present
Morgan Stanley April 1996 - June 2005
Morgan Stanley April 1996 - June 2005
Skills
Real Estate, Sellers, First Time Home Buyers, Residential, New Homes, Residential Homes, Relocation, Short Sales, Marketing, Listings, National Association of..., Single Family Homes, Foreclosures, Sales, Referrals, Condos, Investment Properties
Education
Monmouth University 1991 — 1995
BA, Communications
Roselle Catholic High School 1987 — 1991
Randi Walker Randi Walker's Morgan Stanley Experience January 1990 - December 1994
Job Architecture & Planning
Industry Architecture & Planning
Experience
Lauren Rubin Architecture August 2013 - Present
Lauren Rubin Architecture August 2013 - Present
Fair Haven Board of Education January 2012 - Present
Middletown Township Board of Education September 1996 - December 2002
Flexlite, Inc. December 1994 - January 1996
Morgan Stanley January 1990 - December 1994
Caldor August 1988 - January 1990
Skills
Sales, Marketing, Management
Education
Monmouth University 1994 — 1996
Master of Arts (MA), Elementary Education and Teaching, 4.0
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (BA), Business/Corporate Communications
Lauren Rubin Architecture August 2013 - Present
Lauren Rubin Architecture August 2013 - Present
Fair Haven Board of Education January 2012 - Present
Middletown Township Board of Education September 1996 - December 2002
Flexlite, Inc. December 1994 - January 1996
Morgan Stanley January 1990 - December 1994
Caldor August 1988 - January 1990
Skills
Sales, Marketing, Management
Education
Monmouth University 1994 — 1996
Master of Arts (MA), Elementary Education and Teaching, 4.0
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (BA), Business/Corporate Communications
Omar McIntosh Omar McIntosh's Morgan Stanley Experience October 2010 - September 2011
Job Alternative Investment at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
Private September 2011 - February 2014
Morgan Stanley October 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Accounting, QuickBooks, Financial Reporting, Time Management, Marketing, Finance, Financial Services, Management
Education
Monroe College 2009 — 2011
MBA, Finance
Monroe College 2005 — 2008
BBA, Accounting
J.P. Morgan February 2014 - Present
Private September 2011 - February 2014
Morgan Stanley October 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Accounting, QuickBooks, Financial Reporting, Time Management, Marketing, Finance, Financial Services, Management
Education
Monroe College 2009 — 2011
MBA, Finance
Monroe College 2005 — 2008
BBA, Accounting
Stephen Melnyk Stephen Melnyk's Morgan Stanley Experience June 2015 - Present
Job The Sartini Group
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch February 2014 - May 2015
Merrill Lynch June 2012 - January 2014
Eagle Productivity Solutions January 2012 - June 2012
Family Business 2009 - 2011
Bank of America 1998 - 2009
Village of Pittsford 1998 - 2006
Fleet Bank 1996 - 1998
Fleet Bank 1995 - 1996
Fleet Bank 1994 - 1995
Skills
Retirement Plans, Client Relationship..., Customer Service, Plan Administration, Benefits Communication, 401k, Bank Relationship..., Fiduciary Compliance, Retirement Planning, Rollovers, Profit Sharing, Training & Development, Customer Relations, Financial Advisory, Fiduciary, CRM, Investments, Training, Leadership, Banking, Financial Services, Strategic Financial..., Relationship Management, Finance, Mutual Funds, Employee Training, Process Improvement, Customer Satisfaction, Sales, Management, Insurance, Series 63, Asset Allocation, Wealth Management, Series 7, Employee Benefits, Financial Planning, Analysis, Strategic Planning, Microsoft Office
Education
University of Rochester
BA, Psychology
State University of New York College at Brockport
MPA, BS, Public Administration (Masters), Accounting (BS)
ABA Trust School at Northwestern University
Certificate, Employee Benefit Trusts
Institute of Certified Bankers
CRSP, Retirement Plans
Monroe Community College
AS, Business Administration
Benjamin Franklin High School
Regents, Regents curriculum
Morgan Stanley June 2015 - Present
Merrill Lynch February 2014 - May 2015
Merrill Lynch June 2012 - January 2014
Eagle Productivity Solutions January 2012 - June 2012
Family Business 2009 - 2011
Bank of America 1998 - 2009
Village of Pittsford 1998 - 2006
Fleet Bank 1996 - 1998
Fleet Bank 1995 - 1996
Fleet Bank 1994 - 1995
Skills
Retirement Plans, Client Relationship..., Customer Service, Plan Administration, Benefits Communication, 401k, Bank Relationship..., Fiduciary Compliance, Retirement Planning, Rollovers, Profit Sharing, Training & Development, Customer Relations, Financial Advisory, Fiduciary, CRM, Investments, Training, Leadership, Banking, Financial Services, Strategic Financial..., Relationship Management, Finance, Mutual Funds, Employee Training, Process Improvement, Customer Satisfaction, Sales, Management, Insurance, Series 63, Asset Allocation, Wealth Management, Series 7, Employee Benefits, Financial Planning, Analysis, Strategic Planning, Microsoft Office
Education
University of Rochester
BA, Psychology
State University of New York College at Brockport
MPA, BS, Public Administration (Masters), Accounting (BS)
ABA Trust School at Northwestern University
Certificate, Employee Benefit Trusts
Institute of Certified Bankers
CRSP, Retirement Plans
Monroe Community College
AS, Business Administration
Benjamin Franklin High School
Regents, Regents curriculum
Carlos Cooper's Morgan Stanley Experience August 2006 - December 2008
Job
Industry Apparel & Fashion
Experience
Under Construction Group, LLC August 2011 - Present
UDS August 2010 - Present
Morgan Stanley August 2006 - December 2008
Allstate June 1986 - July 1996
Allstate Insurance Company 1986 - 1996
Education
Mississippi State University 1981 — 1985
BPA, Accounting
Murrah High School 1978 — 1981
Diploma, General
Under Construction Group, LLC August 2011 - Present
UDS August 2010 - Present
Morgan Stanley August 2006 - December 2008
Allstate June 1986 - July 1996
Allstate Insurance Company 1986 - 1996
Education
Mississippi State University 1981 — 1985
BPA, Accounting
Murrah High School 1978 — 1981
Diploma, General
Irene Bernard Irene Bernard's Morgan Stanley Experience January 1999 - September 2001
Job Virtual Assistance & Web Developer
Industry Information Technology and Services
Experience
HireAPcPro.com March 2007 - Present
HireAPcPro.com March 2007 - Present
Lowenstein Sandler LLP March 2006 - October 2010
Morgan Stanley January 1999 - September 2001
Skills
HTML, WordPress, PHP, JavaScript, Web Development, CSS, Joomla, HTML 5
Education
Monroe College 1997 — 1999
Associate's degree, Computer Science
HireAPcPro.com March 2007 - Present
HireAPcPro.com March 2007 - Present
Lowenstein Sandler LLP March 2006 - October 2010
Morgan Stanley January 1999 - September 2001
Skills
HTML, WordPress, PHP, JavaScript, Web Development, CSS, Joomla, HTML 5
Education
Monroe College 1997 — 1999
Associate's degree, Computer Science
Brian Sforza Brian Sforza's Morgan Stanley Experience April 2007 - March 2008
Job AVP, Relationship Manager at PNC Bank
Industry Financial Services
Experience
Better Beginnings Child Development Center February 2014 - Present
PNC June 2008 - Present
Morgan Stanley April 2007 - March 2008
Skills
Credit, Microsoft Excel, Benchmarking, Statistical Data..., Commercial Banking, Banking, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, Finance, Business Development, Credit Analysis, Risk Analytics, Performance Benchmarking
Education
Monmouth University 2005 — 2008
Bachelor's, Finance
Better Beginnings Child Development Center February 2014 - Present
PNC June 2008 - Present
Morgan Stanley April 2007 - March 2008
Skills
Credit, Microsoft Excel, Benchmarking, Statistical Data..., Commercial Banking, Banking, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, Finance, Business Development, Credit Analysis, Risk Analytics, Performance Benchmarking
Education
Monmouth University 2005 — 2008
Bachelor's, Finance
Jennifer Owens's Morgan Stanley Experience November 2002 - February 2009
Job Director of Sales & Distribution Training at PlanMember Financial Corporation
Industry Professional Training & Coaching
Experience
PlanMember Financial Corporation February 2014 - Present
PlanMember Financial Corporation April 2012 - January 2014
PlanMember Financial Corporation September 2010 - April 2012
Liberty Mutual May 2009 - September 2010
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Datek 1999 - 2002
Education
University of Phoenix 2003 — 2005
MA, Adult Education & Distance Learning
Brick 1990 — 2005
Monmouth University 1995 — 1999
BS, Business Administration, Finance
PlanMember Financial Corporation February 2014 - Present
PlanMember Financial Corporation April 2012 - January 2014
PlanMember Financial Corporation September 2010 - April 2012
Liberty Mutual May 2009 - September 2010
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Datek 1999 - 2002
Education
University of Phoenix 2003 — 2005
MA, Adult Education & Distance Learning
Brick 1990 — 2005
Monmouth University 1995 — 1999
BS, Business Administration, Finance
Dominick Carollo Jr. Dominick Carollo Jr.'s Morgan Stanley Experience March 2006 - July 2006
Job Business Analyst for Captial Plus Consulting Group, LLC
Industry Financial Services
Experience
Captial Plus Consulting Group, LLC October 2007 - Present
IQPC April 2007 - August 2007
Morgan Stanley March 2006 - July 2006
Sam's Club April 2002 - December 2005
Costco Wholesale November 1999 - 2001
ED&F Man May 1999 - September 1999
Weiss, Peck & Grier February 1998 - October 1998
Blaylock & Partners April 1997 - October 1997
Skills
Budgets, Financial Analysis, Business Development, Customer Service, Finance, Financial Modeling, Management, Marketing, Risk Management, Analysis, Business Analysis, Business Strategy, Leadership, New Business Development, Project Management, Social Media, Strategy
Education
Monmouth University 1996 — 2000
Business Finance
Monmouth University 1996 — 2000
Holmdel high school 1991 — 1996
Holmdel high school 1991 — 1996
Captial Plus Consulting Group, LLC October 2007 - Present
IQPC April 2007 - August 2007
Morgan Stanley March 2006 - July 2006
Sam's Club April 2002 - December 2005
Costco Wholesale November 1999 - 2001
ED&F Man May 1999 - September 1999
Weiss, Peck & Grier February 1998 - October 1998
Blaylock & Partners April 1997 - October 1997
Skills
Budgets, Financial Analysis, Business Development, Customer Service, Finance, Financial Modeling, Management, Marketing, Risk Management, Analysis, Business Analysis, Business Strategy, Leadership, New Business Development, Project Management, Social Media, Strategy
Education
Monmouth University 1996 — 2000
Business Finance
Monmouth University 1996 — 2000
Holmdel high school 1991 — 1996
Holmdel high school 1991 — 1996
Regina Cranston Regina Cranston's Morgan Stanley Experience 2004 - 2007
Job Contractor/ Agreements and Documentation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Stephen D. Rochford Stephen D. Rochford's Morgan Stanley Experience May 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Astoria Bank July 2014 - April 2015
Skills
Proficient in Microsoft..., Microsoft Office, Microsoft Excel, Research, Microsoft Word, Customer Service, Team Leadership, Teamwork, PowerPoint, Accounting, Public Speaking, Leadership, Finance, Social Media
Education
Molloy College 2014 — 2018
Bachelor of Science (B.S.), Accounting and Finance
Chaminade High School 2010 — 2014
Academic Diploma
Morgan Stanley May 2015 - Present
Astoria Bank July 2014 - April 2015
Skills
Proficient in Microsoft..., Microsoft Office, Microsoft Excel, Research, Microsoft Word, Customer Service, Team Leadership, Teamwork, PowerPoint, Accounting, Public Speaking, Leadership, Finance, Social Media
Education
Molloy College 2014 — 2018
Bachelor of Science (B.S.), Accounting and Finance
Chaminade High School 2010 — 2014
Academic Diploma
Joseph Modafferi, MBA's Morgan Stanley Experience January 2013 - May 2013
Job Global Counterparty Credit at TD Securities
Industry Financial Services
Experience
TD Securities October 2014 - Present
TD June 2013 - October 2014
Morgan Stanley January 2013 - May 2013
Merrill Lynch October 2012 - January 2013
Cantor Fitzgerald / BGC Partners December 2011 - January 2012
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Wealth Management, Credit Risk, Financial Risk, Analysis, Securities, Management, Trading, Insurance, Microsoft Excel, Middle Office, Options, CRM, Financial Analysis, Finance, Fixed Income, Financial Modeling, Equities, Strategic Financial...
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Wagner College 2011 — 2013
MBA, Management (2012); Finance (2013)
Monmouth University 2008 — 2011
BS, Economics
TD Securities October 2014 - Present
TD June 2013 - October 2014
Morgan Stanley January 2013 - May 2013
Merrill Lynch October 2012 - January 2013
Cantor Fitzgerald / BGC Partners December 2011 - January 2012
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Wealth Management, Credit Risk, Financial Risk, Analysis, Securities, Management, Trading, Insurance, Microsoft Excel, Middle Office, Options, CRM, Financial Analysis, Finance, Fixed Income, Financial Modeling, Equities, Strategic Financial...
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Wagner College 2011 — 2013
MBA, Management (2012); Finance (2013)
Monmouth University 2008 — 2011
BS, Economics
Claire Harbeck's Morgan Stanley Experience 1997 - 2000
Job Project Director at MedForce
Industry Pharmaceuticals
Experience
MedForce 2011 - Present
Harbeck Marketing Group, LLC 2010 - 2011
Gagliano & Company 2008 - 2009
ENA Healthcare Communications 2004 - 2008
Harbeck Marketing Group, LLC 2002 - 2004
ePresence 2000 - 2001
Morgan Stanley 1997 - 2000
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1989 - 1994
Skills
Project Management, Strategic Planning, Marketing Communications, Event Planning, Fundraising, Management, Analysis, Recruiting, Account Management, Budgets, Leadership, Program Management, Marketing, Marketing Strategy, Nonprofits, Project Planning, Public Speaking, Sales, Social Media
Education
Monmouth University 1991 — 1995
MBA, marketing
University of Notre Dame 1985 — 1989
BA, history, music (double major)
Rumson-Fair Haven Regional HS 1981 — 1985
MedForce 2011 - Present
Harbeck Marketing Group, LLC 2010 - 2011
Gagliano & Company 2008 - 2009
ENA Healthcare Communications 2004 - 2008
Harbeck Marketing Group, LLC 2002 - 2004
ePresence 2000 - 2001
Morgan Stanley 1997 - 2000
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1989 - 1994
Skills
Project Management, Strategic Planning, Marketing Communications, Event Planning, Fundraising, Management, Analysis, Recruiting, Account Management, Budgets, Leadership, Program Management, Marketing, Marketing Strategy, Nonprofits, Project Planning, Public Speaking, Sales, Social Media
Education
Monmouth University 1991 — 1995
MBA, marketing
University of Notre Dame 1985 — 1989
BA, history, music (double major)
Rumson-Fair Haven Regional HS 1981 — 1985
Joe Rossi Joe Rossi's Morgan Stanley Experience September 2008 - April 2009
Job Sales & Account Management at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Bloomberg LP January 2012 - July 2015
Bloomberg LP October 2010 - January 2012
Gain Capital August 2009 - October 2010
Morgan Stanley September 2008 - April 2009
Bradco Supply Corp June 2004 - September 2007
Skills
Bloomberg, Fixed Income, Equities, Bloomberg Terminal, FX Options, Investments, Emerging Markets, Wealth Management, Foreign Exchange, Investment Strategies, Market Data, Financial Markets, Derivatives, Trading, Financial Analysis, Hedge Funds, Series 7, Capital Markets, Options, Electronic Trading, Portfolio Management, Banking, Commodity, FX trading, Bonds, Trading Systems, Equity Trading, Asset Management, Mutual Funds, Technical Analysis, FX Trading
Education
Monmouth University
BS, Finance/Economics
Wall High School
Bloomberg LP August 2015 - Present
Bloomberg LP January 2012 - July 2015
Bloomberg LP October 2010 - January 2012
Gain Capital August 2009 - October 2010
Morgan Stanley September 2008 - April 2009
Bradco Supply Corp June 2004 - September 2007
Skills
Bloomberg, Fixed Income, Equities, Bloomberg Terminal, FX Options, Investments, Emerging Markets, Wealth Management, Foreign Exchange, Investment Strategies, Market Data, Financial Markets, Derivatives, Trading, Financial Analysis, Hedge Funds, Series 7, Capital Markets, Options, Electronic Trading, Portfolio Management, Banking, Commodity, FX trading, Bonds, Trading Systems, Equity Trading, Asset Management, Mutual Funds, Technical Analysis, FX Trading
Education
Monmouth University
BS, Finance/Economics
Wall High School
Christine Pettigrew's Morgan Stanley Experience December 2007 - June 2009
Job at Carolina Financial Advisors
Industry Financial Services
Experience
Carolina Financial Advisors/Chris Jones CPA November 2009 - Present
Morgan Stanley December 2007 - June 2009
Citigroup Smith Barney November 2006 - December 2007
Merrill Lynch March 2003 - November 2006
Skills
Series 7, Series 66, Series 31, Asset Allocation, Financial Analysis, Mutual Funds, Securities, Retirement Planning, Investments, Investment Advisory, Finance, Wealth Management, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Bonds, Asset Management, Investment Strategies, Asset Managment, Income Tax, Tax Returns, Cost Basis, Financial Planning, Portfolio Center..., Fidelity Investments
Education
Missouri State University
B.S., Computer Information Systems
Carolina Financial Advisors/Chris Jones CPA November 2009 - Present
Morgan Stanley December 2007 - June 2009
Citigroup Smith Barney November 2006 - December 2007
Merrill Lynch March 2003 - November 2006
Skills
Series 7, Series 66, Series 31, Asset Allocation, Financial Analysis, Mutual Funds, Securities, Retirement Planning, Investments, Investment Advisory, Finance, Wealth Management, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Bonds, Asset Management, Investment Strategies, Asset Managment, Income Tax, Tax Returns, Cost Basis, Financial Planning, Portfolio Center..., Fidelity Investments
Education
Missouri State University
B.S., Computer Information Systems
Tamás Oltyán Tamás Oltyán's Morgan Stanley Experience June 2013 - Present
Job Software Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley June 2013 - Present
EPAM Systems August 2012 - June 2013
Logesz Kft. March 2012 - July 2012
Vemsoft Kft. October 2006 - February 2012
SZBK 2003 - 2006
SZBK 2003 - 2006
Skills
Spring, Git, Java Enterprise Edition, Scala, Ant, jQuery, JavaScript, Maven2, Eclipse, Tomcat, Sun Certified Java..., SQL DB2, Functional Programming, Core Java, XML, XSL, jEdit, Debian, Linux, Bash, SBT, RHEL, HTML, JSP, Freemarker, Python, Shell Scripting, Scalaz, Lift web framework, JIRA, Crucible, Atlassian Stash, WebSphere MQ, JMS, Akka, Apache Camel, Apache Ivy, Spring Integration, Maven, Spring Framework, Subversion
Education
Szegedi Tudományegyetem 2003 — 2008
Bachelor of Science (BSc), Computer Programming
Miskolci Egyetem 1998 — 2003
Master of Science (MSc), Philosophy
Morgan Stanley June 2013 - Present
EPAM Systems August 2012 - June 2013
Logesz Kft. March 2012 - July 2012
Vemsoft Kft. October 2006 - February 2012
SZBK 2003 - 2006
SZBK 2003 - 2006
Skills
Spring, Git, Java Enterprise Edition, Scala, Ant, jQuery, JavaScript, Maven2, Eclipse, Tomcat, Sun Certified Java..., SQL DB2, Functional Programming, Core Java, XML, XSL, jEdit, Debian, Linux, Bash, SBT, RHEL, HTML, JSP, Freemarker, Python, Shell Scripting, Scalaz, Lift web framework, JIRA, Crucible, Atlassian Stash, WebSphere MQ, JMS, Akka, Apache Camel, Apache Ivy, Spring Integration, Maven, Spring Framework, Subversion
Education
Szegedi Tudományegyetem 2003 — 2008
Bachelor of Science (BSc), Computer Programming
Miskolci Egyetem 1998 — 2003
Master of Science (MSc), Philosophy
Godfrey Dsouza, CFA, CMA Godfrey Dsouza, CFA, CMA's Morgan Stanley Experience April 2004 - July 2005
Job Internal Audit
Industry Financial Services
Experience
Manulife October 2014 - Present
RSM Al Bazie & Co August 2005 - August 2013
Morgan Stanley April 2004 - July 2005
Birla Sun Life Securities Limited April 2001 - March 2004
Skills
Internal Audit, Risk Management, Asset Management, Compliance, Operations, Settlement, Finance, Accounting, Asset Managment, Auditing, Banking, Corporate Finance, Corporate Governance, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Reporting, IT Audit, Internal Controls, Investments, Operational Risk, Operational Risk..., Portfolio Management, Team Management, COSO ERM, Management
Education
CFA Institute 2007 — 2010
CFA, Financial Analysis, Investment Management, Capital Markets, Risk Management
Institute of Cost Accountants of India, CMA 2002 — 2005
CMA, Accounting, Finance, Costing and Investments
The Institute of Company Secretaries of India 1997 — 1999
ACS, Accounting, Law and Taxation
Mithibai College 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Manulife October 2014 - Present
RSM Al Bazie & Co August 2005 - August 2013
Morgan Stanley April 2004 - July 2005
Birla Sun Life Securities Limited April 2001 - March 2004
Skills
Internal Audit, Risk Management, Asset Management, Compliance, Operations, Settlement, Finance, Accounting, Asset Managment, Auditing, Banking, Corporate Finance, Corporate Governance, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Reporting, IT Audit, Internal Controls, Investments, Operational Risk, Operational Risk..., Portfolio Management, Team Management, COSO ERM, Management
Education
CFA Institute 2007 — 2010
CFA, Financial Analysis, Investment Management, Capital Markets, Risk Management
Institute of Cost Accountants of India, CMA 2002 — 2005
CMA, Accounting, Finance, Costing and Investments
The Institute of Company Secretaries of India 1997 — 1999
ACS, Accounting, Law and Taxation
Mithibai College 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Brett Eckman's Morgan Stanley Experience January 2009 - May 2010
Job Analyst SMA New Accounts at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
Barclays Wealth February 2012 - September 2012
Lloyds Banking Group July 2011 - November 2011
Morgan Stanley January 2009 - May 2010
Skills
Fixed Income, Equities, Bonds, Mutual Funds, Banking, Financial Analysis, Risk Management, Investments, Asset Managment, Portfolio Management, Financial Services, Finance, Microsoft Excel
Education
Monmouth University 2004 — 2008
Bachelor of Science (B.S.), Business/Marketing
BlackRock September 2012 - Present
Barclays Wealth February 2012 - September 2012
Lloyds Banking Group July 2011 - November 2011
Morgan Stanley January 2009 - May 2010
Skills
Fixed Income, Equities, Bonds, Mutual Funds, Banking, Financial Analysis, Risk Management, Investments, Asset Managment, Portfolio Management, Financial Services, Finance, Microsoft Excel
Education
Monmouth University 2004 — 2008
Bachelor of Science (B.S.), Business/Marketing
Amanda McCoy Amanda McCoy's Morgan Stanley Experience 1999 - 2001
Job Maharam
Industry Textiles
Experience
Maharam January 2015 - Present
Haworth July 2013 - January 2015
Wilkhahn February 2012 - July 2013
Fortune Brands - MBCI 2006 - 2009
Steelcase - Metropolitan Furniture Company 2003 - 2006
Memphis Business Interiors 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Contract Negotiation, Marketing, Sales Management, Marketing Communications, New Business Development, Account Management, Key Account Management, Business Development, B2B, Furnishings, Furniture, Interior Design, Management, Marketing Strategy, National Accounts, Sales, Sales Presentations, Selling, Space Planning, Strategic Planning
Education
Mississippi State University - College of Business and Industry 1994 — 1999
BBA, Finance
Maharam January 2015 - Present
Haworth July 2013 - January 2015
Wilkhahn February 2012 - July 2013
Fortune Brands - MBCI 2006 - 2009
Steelcase - Metropolitan Furniture Company 2003 - 2006
Memphis Business Interiors 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Contract Negotiation, Marketing, Sales Management, Marketing Communications, New Business Development, Account Management, Key Account Management, Business Development, B2B, Furnishings, Furniture, Interior Design, Management, Marketing Strategy, National Accounts, Sales, Sales Presentations, Selling, Space Planning, Strategic Planning
Education
Mississippi State University - College of Business and Industry 1994 — 1999
BBA, Finance
Calvin Francis's Morgan Stanley Experience July 2001 - November 2005
Job Procurement Associate at Siemens IT Solutions and Services
Industry Information Technology and Services
Experience
Siemens IT Solutions and Services July 2006 - Present
Siemens IT Solutions and Services July 2006 - Present
Siemens Business Services July 2006 - Present
Cambridge Corporate Services July 2001 - Present
Alphanet Solutions August 1999 - Present
Adecco November 1997 - Present
Brown Brothers Harriman November 2005 - July 2006
Brown Brothers Harriman November 2005 - July 2006
Morgan Stanley July 2001 - November 2005
Alphanet Solutions August 1999 - February 2001
Skills
Inventory Management, Vendor Relations, Sourcing, Procurement, Purchasing, Drug Technician, BAT (Breath Alcohol..., DOT Technician, Phlebotomy
Education
Monroe Community College
BA, Business Administration -Pending
Monroe College
Bachelors, Business Administration
Siemens IT Solutions and Services July 2006 - Present
Siemens IT Solutions and Services July 2006 - Present
Siemens Business Services July 2006 - Present
Cambridge Corporate Services July 2001 - Present
Alphanet Solutions August 1999 - Present
Adecco November 1997 - Present
Brown Brothers Harriman November 2005 - July 2006
Brown Brothers Harriman November 2005 - July 2006
Morgan Stanley July 2001 - November 2005
Alphanet Solutions August 1999 - February 2001
Skills
Inventory Management, Vendor Relations, Sourcing, Procurement, Purchasing, Drug Technician, BAT (Breath Alcohol..., DOT Technician, Phlebotomy
Education
Monroe Community College
BA, Business Administration -Pending
Monroe College
Bachelors, Business Administration
Louis A. Gary Louis A. Gary's Morgan Stanley Experience April 2007 - April 2008
Job Financial Advisor @ Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Aparna Balaraman CA, CIA, CISA, CRISC's Morgan Stanley Experience August 2011 - December 2012
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
BlackRock January 2015 - Present
BlackRock December 2012 - Present
Morgan Stanley August 2011 - December 2012
GFI Group Inc February 2007 - July 2011
Protiviti, Inc August 2004 - July 2006
KPMG April 2004 - August 2004
Australian Taxation Office March 2003 - April 2004
Andersen/ Ernst & Young March 2001 - March 2003
Education
Monash University 1998 — 2000
Commerce, Accounting & Finance
BlackRock September 2015 - Present
BlackRock January 2015 - Present
BlackRock December 2012 - Present
Morgan Stanley August 2011 - December 2012
GFI Group Inc February 2007 - July 2011
Protiviti, Inc August 2004 - July 2006
KPMG April 2004 - August 2004
Australian Taxation Office March 2003 - April 2004
Andersen/ Ernst & Young March 2001 - March 2003
Education
Monash University 1998 — 2000
Commerce, Accounting & Finance
Benny Resto Benny Resto's Morgan Stanley Experience August 2003 - September 2005
Job Seeking New Project Management Opportunities
Industry Information Technology and Services
Experience
Montefiore Information Technology March 2015 - Present
Mount Hope Housing May 2013 - November 2013
Bank of America September 2005 - September 2011
Morgan Stanley August 2003 - September 2005
JPMorgan Chase June 2001 - June 2003
Skills
Vendor Management, Business Analysis, SDLC, ITIL, Management, Troubleshooting, Project Planning, Software Documentation, Disaster Recovery, Project Management, Strategy, Networking, IT Operations, Access, ERP, Training, Team Building, Visio, Resource Management, PMO, IT Management, Integration, SharePoint, Technical Support, Infrastructure, Project Portfolio..., Information Technology, PMP, IT Strategy, Project Delivery, Process Improvement
Education
Project Management Institute 2013 — 2015
PMP Certification, Project Management
Monroe College 2013 — 2014
Bachelor of Science (BS), Information Technology specializing in IT Project Management, 3.7
Monroe College 2012 — 2013
Associate of Science (AS), Information Technology, 3.6
Montefiore Information Technology March 2015 - Present
Mount Hope Housing May 2013 - November 2013
Bank of America September 2005 - September 2011
Morgan Stanley August 2003 - September 2005
JPMorgan Chase June 2001 - June 2003
Skills
Vendor Management, Business Analysis, SDLC, ITIL, Management, Troubleshooting, Project Planning, Software Documentation, Disaster Recovery, Project Management, Strategy, Networking, IT Operations, Access, ERP, Training, Team Building, Visio, Resource Management, PMO, IT Management, Integration, SharePoint, Technical Support, Infrastructure, Project Portfolio..., Information Technology, PMP, IT Strategy, Project Delivery, Process Improvement
Education
Project Management Institute 2013 — 2015
PMP Certification, Project Management
Monroe College 2013 — 2014
Bachelor of Science (BS), Information Technology specializing in IT Project Management, 3.7
Monroe College 2012 — 2013
Associate of Science (AS), Information Technology, 3.6
Hadley Joseph's Morgan Stanley Experience June 2010 - July 2011
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Jim bossaller's Morgan Stanley Experience June 2010 - June 2011
Job Sales Manager/Agent : Hambrick Insurance Agency
Industry Insurance
Experience
Hambrick Insurance Agency September 2014 - Present
Boss Insurance June 2011 - August 2014
Morgan Stanley June 2010 - June 2011
USA Capital Funding February 2003 - June 2010
Skills
Insurance, Customer Service, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Planning, Life Insurance, Retirement, Loans, Commercial Insurance, Homeowners
Education
MiraCosta College 1992 — 1994
Associate's Degree, Business Administration and Management, General
National University 1992 — 1994
Bachelor's Degree, Business/marketing
Hambrick Insurance Agency September 2014 - Present
Boss Insurance June 2011 - August 2014
Morgan Stanley June 2010 - June 2011
USA Capital Funding February 2003 - June 2010
Skills
Insurance, Customer Service, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Planning, Life Insurance, Retirement, Loans, Commercial Insurance, Homeowners
Education
MiraCosta College 1992 — 1994
Associate's Degree, Business Administration and Management, General
National University 1992 — 1994
Bachelor's Degree, Business/marketing
Anthony Iemmello's Morgan Stanley Experience September 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2015 - Present
Dawson James Securities October 2013 - December 2014
ADP June 2013 - August 2013
Skills
Series 7, PowerPoint, Life & Health Insurance..., Microsoft Office, Microsoft Excel, Sales, Investment Banking, Finance, Investments, Social Media, Team Leadership, Leadership, Team Building, Customer Service, Bloomberg, Team Management, Market Research, Direct Sales
Education
Monmouth University 2010 — 2014
Bachelor of Science in Business/Management Concentration
Morgan Stanley September 2015 - Present
Dawson James Securities October 2013 - December 2014
ADP June 2013 - August 2013
Skills
Series 7, PowerPoint, Life & Health Insurance..., Microsoft Office, Microsoft Excel, Sales, Investment Banking, Finance, Investments, Social Media, Team Leadership, Leadership, Team Building, Customer Service, Bloomberg, Team Management, Market Research, Direct Sales
Education
Monmouth University 2010 — 2014
Bachelor of Science in Business/Management Concentration
Randy Sitzman Randy Sitzman's Morgan Stanley Experience July 1993 - September 2008
Job Executive VP at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation September 2008 - Present
Morgan Stanley July 1993 - September 2008
Shearson Lehman Brothers May 1987 - July 1993
Skills
Financial Planning, Wealth Management, Portfolio Management, Leadership, Series 7, Finance, Mutual Funds, Retirement, Investments, Retirement Planning
Education
Montana State University-Bozeman 1973 — 1978
BS Political Science, Political Science and Government- Business & Economics
Park City High School 1969 — 1973
First Financial Equity Corporation September 2008 - Present
Morgan Stanley July 1993 - September 2008
Shearson Lehman Brothers May 1987 - July 1993
Skills
Financial Planning, Wealth Management, Portfolio Management, Leadership, Series 7, Finance, Mutual Funds, Retirement, Investments, Retirement Planning
Education
Montana State University-Bozeman 1973 — 1978
BS Political Science, Political Science and Government- Business & Economics
Park City High School 1969 — 1973
Kristin O'Brien Kristin O'Brien's Morgan Stanley Experience September 2007 - May 2008
Job Prime Services, Vice President Transition Management at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2008 - Present
Morgan Stanley September 2007 - May 2008
Citigroup December 2004 - September 2007
Skills
Alternative Investments, Asset Management, Derivatives, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Relationship Management, Series 7
Education
Monmouth University
Credit Suisse September 2008 - Present
Morgan Stanley September 2007 - May 2008
Citigroup December 2004 - September 2007
Skills
Alternative Investments, Asset Management, Derivatives, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Relationship Management, Series 7
Education
Monmouth University
Jaclyn Kolsby Jaclyn Kolsby's Morgan Stanley Experience May 2000 - January 2006
Job
Industry Airlines/Aviation
Experience
ModaDivan August 2013 - Present
Corporate Flight Attendant July 2013 - Present
Nonna's Kitchenette January 2012 - Present
New Meadowlands Stadium Co-MetLife Stadium February 2010 - October 2011
GT Events June 2007 - July 2009
Prime Finance LLC January 2006 - May 2007
Morgan Stanley May 2000 - January 2006
Skills
Event Planning, PowerPoint, Event Management, Microsoft Office, Promotions, Customer Relations, Budgeting, Problem Solving, Coaching, Public Speaking, Brand Development, Facebook, Policy & Procedure..., Training & Development, Crew Resource Management, Cpr Certified, Private Aviation, Human Factors, Aviation Security, Aviation Regulations, Culinary Skills, Culinary Management, Culinary Travel, Flight Planning, Customer Service, Customer Satisfaction, Menu Development, Catering, Food & Beverage, Wine, Restaurants, Teamwork, Flight Safety, Television, CRM, Recruiting, Budgets
Education
Monmouth University 2000 — 2004
BS, Marketing
Landmark Education
ModaDivan August 2013 - Present
Corporate Flight Attendant July 2013 - Present
Nonna's Kitchenette January 2012 - Present
New Meadowlands Stadium Co-MetLife Stadium February 2010 - October 2011
GT Events June 2007 - July 2009
Prime Finance LLC January 2006 - May 2007
Morgan Stanley May 2000 - January 2006
Skills
Event Planning, PowerPoint, Event Management, Microsoft Office, Promotions, Customer Relations, Budgeting, Problem Solving, Coaching, Public Speaking, Brand Development, Facebook, Policy & Procedure..., Training & Development, Crew Resource Management, Cpr Certified, Private Aviation, Human Factors, Aviation Security, Aviation Regulations, Culinary Skills, Culinary Management, Culinary Travel, Flight Planning, Customer Service, Customer Satisfaction, Menu Development, Catering, Food & Beverage, Wine, Restaurants, Teamwork, Flight Safety, Television, CRM, Recruiting, Budgets
Education
Monmouth University 2000 — 2004
BS, Marketing
Landmark Education
Gergely Forgacs Gergely Forgacs's Morgan Stanley Experience November 2014 - Present
Job Associate Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley June 2014 - November 2014
Morgan Stanley January 2012 - May 2014
MKB Bank August 2011 - October 2011
UNI-FLEXYS University Innovation Research and Development Public Nonprofit Ltd. July 2009 - November 2009
Skills
Business Analysis, Strategic Planning, User Interface Design, User Acceptance Testing, Software Quality..., Data Quality Assurance, Trend Analysis, Executive Reporting, OLAP, Data Cubes, Data Warehousing, Project Management, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, SPSS, Case Studies, Presentations, Microsoft Office, Communication, Case Analysis, Spanish, Student Leadership, Business Management, SAP Business Objects XI, Ariba, Rhetoric, KPI implementation, Innovation Management, Metrics, Business English
Education
Miskolci Egyetem 2010 — 2012
Master Degree in Economics, Management and leadership, Summa cum Laude
Miskolci Egyetem 2006 — 2010
Bachelor of Economics, Commerce and Marketing, Cum Laude
Morgan Stanley November 2014 - Present
Morgan Stanley June 2014 - November 2014
Morgan Stanley January 2012 - May 2014
MKB Bank August 2011 - October 2011
UNI-FLEXYS University Innovation Research and Development Public Nonprofit Ltd. July 2009 - November 2009
Skills
Business Analysis, Strategic Planning, User Interface Design, User Acceptance Testing, Software Quality..., Data Quality Assurance, Trend Analysis, Executive Reporting, OLAP, Data Cubes, Data Warehousing, Project Management, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, SPSS, Case Studies, Presentations, Microsoft Office, Communication, Case Analysis, Spanish, Student Leadership, Business Management, SAP Business Objects XI, Ariba, Rhetoric, KPI implementation, Innovation Management, Metrics, Business English
Education
Miskolci Egyetem 2010 — 2012
Master Degree in Economics, Management and leadership, Summa cum Laude
Miskolci Egyetem 2006 — 2010
Bachelor of Economics, Commerce and Marketing, Cum Laude
Anthony DePietro's Morgan Stanley Experience June 2007 - June 2010
Job Capital One
Industry Banking
Experience
Capital One Home Loans March 2015 - Present
Home Bridge Financial February 2014 - February 2015
Advantage Financial Mortgage Bankers June 2010 - January 2014
Morgan Stanley June 2007 - June 2010
Bear Trading November 2002 - May 2007
Telcordia Technologies May 1995 - November 2002
Skills
Financial Management, Financial Analysis, Forecasting, Business Planning, Budget, Business Process..., Financial Modeling, Residential Mortgages, Mortgage Lending, Loan Origination, USDA, Refinance, FHA financing, VA loans, Reverse Mortgages, First Time Home Buyers, 203K, Investments, Investment Properties, Government Loans, Mortgage Banking, FHA
Education
Monmouth University 1991 — 1995
Bachelor of Science, Finance
Capital One Home Loans March 2015 - Present
Home Bridge Financial February 2014 - February 2015
Advantage Financial Mortgage Bankers June 2010 - January 2014
Morgan Stanley June 2007 - June 2010
Bear Trading November 2002 - May 2007
Telcordia Technologies May 1995 - November 2002
Skills
Financial Management, Financial Analysis, Forecasting, Business Planning, Budget, Business Process..., Financial Modeling, Residential Mortgages, Mortgage Lending, Loan Origination, USDA, Refinance, FHA financing, VA loans, Reverse Mortgages, First Time Home Buyers, 203K, Investments, Investment Properties, Government Loans, Mortgage Banking, FHA
Education
Monmouth University 1991 — 1995
Bachelor of Science, Finance
Jesse L. Webb's Morgan Stanley Experience 1992 - 2001
Job .
Industry Financial Services
Experience
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Salvatore Giannone's Morgan Stanley Experience March 2013 - January 2015
Job Office Manager Integrated Global Logistics
Industry Financial Services
Experience
Intergrated Global Logistics January 2015 - Present
Morgan Stanley March 2013 - January 2015
Newport Capital Group August 2011 - December 2011
Wells Fargo Advisors June 2010 - January 2011
Wachovia Securities, LLC May 2008 - July 2008
Skills
Financial Advisory, 401k, Series 7, Mutual Funds, ETFs, Fixed Annuities, Investments, Fixed Income, Finance, Insurance, Stocks, Defined Contribution, Defined Benefit, IRAs, Municipal Bonds, Retirement Planning, Securities, Relationship Management, Retirement, Asset Allocation, Series 63, Financial Services, Alternative Investments, Series 66, Investment Advisory, Employee Benefits, Uniform Combined State..., Equities, Investment Strategies, Wealth Management, QuickBooks, EZ-Freight, NVOCC, Freight Forwarding, Ocean Freight
Education
Monmouth University 2006 — 2010
Bachelor of Science in Business Administration, Finance and Economics
Intergrated Global Logistics January 2015 - Present
Morgan Stanley March 2013 - January 2015
Newport Capital Group August 2011 - December 2011
Wells Fargo Advisors June 2010 - January 2011
Wachovia Securities, LLC May 2008 - July 2008
Skills
Financial Advisory, 401k, Series 7, Mutual Funds, ETFs, Fixed Annuities, Investments, Fixed Income, Finance, Insurance, Stocks, Defined Contribution, Defined Benefit, IRAs, Municipal Bonds, Retirement Planning, Securities, Relationship Management, Retirement, Asset Allocation, Series 63, Financial Services, Alternative Investments, Series 66, Investment Advisory, Employee Benefits, Uniform Combined State..., Equities, Investment Strategies, Wealth Management, QuickBooks, EZ-Freight, NVOCC, Freight Forwarding, Ocean Freight
Education
Monmouth University 2006 — 2010
Bachelor of Science in Business Administration, Finance and Economics
Colleen Mergogey Colleen Mergogey's Morgan Stanley Experience December 2013 - Present
Job Human Resources Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Skills
Recruiting, Employee Relations, Human Resources, Talent Acquisition, Data Analysis, Benefits Administration, Event Planning, Market Research, Strategic Planning, Project Management, SAP, Leadership
Education
Loyola University Maryland 2006 — 2010
Bachelor of Arts, Psychology, Business
Monash University
Behavioral Sciences
Morgan Stanley December 2013 - Present
Skills
Recruiting, Employee Relations, Human Resources, Talent Acquisition, Data Analysis, Benefits Administration, Event Planning, Market Research, Strategic Planning, Project Management, SAP, Leadership
Education
Loyola University Maryland 2006 — 2010
Bachelor of Arts, Psychology, Business
Monash University
Behavioral Sciences
Kathy Bauer Kathy Bauer's Morgan Stanley Experience 1986 - 1991
Job President, ROYCE
Industry Consumer Goods
Experience
ROYCE 2002 - Present
Morgan Stanley 1986 - 1991
Skills
Pricing, Marketing Management, E-commerce, Retail, Marketing, Marketing Strategy, Direct Marketing
Education
Monmouth University 1985 — 1986
MBA, Marketing
Monmouth University 1982 — 1985
Bachelor's degree, Business Administration, Management and Operations, 4.0
ROYCE 2002 - Present
Morgan Stanley 1986 - 1991
Skills
Pricing, Marketing Management, E-commerce, Retail, Marketing, Marketing Strategy, Direct Marketing
Education
Monmouth University 1985 — 1986
MBA, Marketing
Monmouth University 1982 — 1985
Bachelor's degree, Business Administration, Management and Operations, 4.0
Jennifer Mancino-Haydu Jennifer Mancino-Haydu's Morgan Stanley Experience August 2012 - March 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs March 2013 - January 2015
Morgan Stanley August 2012 - March 2013
Morgan Stanley January 2012 - August 2012
Morgan Stanley June 2010 - December 2011
Bay Crest Partners February 2009 - June 2010
Morgan Stanley May 2008 - January 2009
Skills
Equities, Excel, Microsoft Excel, Access, Analysis, FX Options, Financial Accounting, Financial Risk, Management, Accounting, Capital Markets, Investments
Education
Monmouth University 2004 — 2008
Bachlor, Business Management and Marketing
Goldman Sachs January 2015 - Present
Goldman Sachs March 2013 - January 2015
Morgan Stanley August 2012 - March 2013
Morgan Stanley January 2012 - August 2012
Morgan Stanley June 2010 - December 2011
Bay Crest Partners February 2009 - June 2010
Morgan Stanley May 2008 - January 2009
Skills
Equities, Excel, Microsoft Excel, Access, Analysis, FX Options, Financial Accounting, Financial Risk, Management, Accounting, Capital Markets, Investments
Education
Monmouth University 2004 — 2008
Bachlor, Business Management and Marketing
Becki Vickroy's Morgan Stanley Experience August 2012 - November 2012
Job Bookkeeper, Options Recovery Services
Industry Health, Wellness and Fitness
Experience
Options Recovery Services April 2013 - Present
Morgan Stanley August 2012 - November 2012
San Francisco Institute of Architecture February 2004 - August 2012
Alameda County February 2002 - October 2003
Banc of America Securities January 1999 - July 2001
Montgomery Securities July 1988 - June 1998
Skills
CRM, Database Administration, Data Analysis, Statistics, Meeting Scheduling, Equity Research, Project Planning, Concur, Presentation Development, Finance, SharePoint, Microsoft Office 2010, QuickBooks, Office 2010, Budgets, Equities, Nonprofits, Financial Accounting, Microsoft Word, Microsoft Office 2007
Education
Montana State University-Bozeman 1982 — 1986
B.S., Business Finance
Stevensville High School 1979 — 1982
Math/Science, Math, Science, 3.75
Options Recovery Services April 2013 - Present
Morgan Stanley August 2012 - November 2012
San Francisco Institute of Architecture February 2004 - August 2012
Alameda County February 2002 - October 2003
Banc of America Securities January 1999 - July 2001
Montgomery Securities July 1988 - June 1998
Skills
CRM, Database Administration, Data Analysis, Statistics, Meeting Scheduling, Equity Research, Project Planning, Concur, Presentation Development, Finance, SharePoint, Microsoft Office 2010, QuickBooks, Office 2010, Budgets, Equities, Nonprofits, Financial Accounting, Microsoft Word, Microsoft Office 2007
Education
Montana State University-Bozeman 1982 — 1986
B.S., Business Finance
Stevensville High School 1979 — 1982
Math/Science, Math, Science, 3.75
Manju Puri, MBA's Morgan Stanley Experience September 2010 - February 2012
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase April 2012 - May 2013
Morgan Stanley September 2010 - February 2012
AT&T October 2008 - September 2010
Lehman Brothers February 2007 - May 2008
Morgan Stanley March 2006 - November 2006
Bear Stearns March 2005 - March 2006
AT&T June 1995 - February 2004
Education
Monmouth University
MBA, Finance
NJIT
MS, Computer Science
JPMorgan Chase May 2013 - Present
JPMorgan Chase April 2012 - May 2013
Morgan Stanley September 2010 - February 2012
AT&T October 2008 - September 2010
Lehman Brothers February 2007 - May 2008
Morgan Stanley March 2006 - November 2006
Bear Stearns March 2005 - March 2006
AT&T June 1995 - February 2004
Education
Monmouth University
MBA, Finance
NJIT
MS, Computer Science
Ben Saldanha's Morgan Stanley Experience June 2011 - August 2015
Job Research Editor, Due Diligence at Dow Jones
Industry Security and Investigations
Experience
Dow Jones August 2015 - Present
Morgan Stanley June 2011 - August 2015
Aberdeen Township Police Department January 2011 - May 2011
Trattoria Rustica October 2005 - May 2011
Skills
Microsoft Office, Due Diligence, Research, Background Checks, Investigations, Private Investigations, Asset Protection, Security, Management, Enforcement
Education
Monmouth University 2007 — 2011
Bachelor of Arts, Criminal Justice
St. John Vianney High School 2003 — 2007
Dow Jones August 2015 - Present
Morgan Stanley June 2011 - August 2015
Aberdeen Township Police Department January 2011 - May 2011
Trattoria Rustica October 2005 - May 2011
Skills
Microsoft Office, Due Diligence, Research, Background Checks, Investigations, Private Investigations, Asset Protection, Security, Management, Enforcement
Education
Monmouth University 2007 — 2011
Bachelor of Arts, Criminal Justice
St. John Vianney High School 2003 — 2007
Brandon Nelsen's Morgan Stanley Experience January 2007 - January 2008
Job Founder At Cuff N Roll
Industry Internet
Experience
Cuff N Roll January 2013 - Present
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - January 2008
Skills
Microsoft Office, Public Speaking, Customer Service, Entrepreneurship, Social Media, Photography, Facebook, Sales
Education
Missouri Baptist University 2012 — 2014
MBA, Business Administration and Management, General
Cuff N Roll January 2013 - Present
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - January 2008
Skills
Microsoft Office, Public Speaking, Customer Service, Entrepreneurship, Social Media, Photography, Facebook, Sales
Education
Missouri Baptist University 2012 — 2014
MBA, Business Administration and Management, General
Brian Mulcahy's Morgan Stanley Experience May 2014 - August 2014
Job Summer Analyst at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley May 2014 - August 2014
Skills
Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Social Media, Customer Service, Teamwork, Access, Research, Event Planning, Social Networking, Time Management, Data Entry, Leadership
Education
Monmouth University 2012 — 2016
Finance, Economics, Junior
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley May 2014 - August 2014
Skills
Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Social Media, Customer Service, Teamwork, Access, Research, Event Planning, Social Networking, Time Management, Data Entry, Leadership
Education
Monmouth University 2012 — 2016
Finance, Economics, Junior
Mike Shamia's Morgan Stanley Experience 1997 - 1999
Job Vice President at Scottrade
Industry Capital Markets
Experience
Scottrade 2014 - Present
Scottrade 2013 - 2014
Scottrade 2009 - 2013
Scottrade 2007 - 2009
Scottrade 1999 - 2007
Morgan Stanley 1997 - 1999
Skills
Product Development and..., Fixed Income, Investments, Series 7, Series 63, FINRA, Series 24, Equity Trading, Options, Securities, Equities, Bonds, Trading, Bloomberg, Electronic Trading, Financial Markets, Mutual Funds, Trading Systems, ETFs
Education
Lindbergh High School
Missouri State University
Webster University
Master of Business Administration (M.B.A.), Finance
Scottrade 2014 - Present
Scottrade 2013 - 2014
Scottrade 2009 - 2013
Scottrade 2007 - 2009
Scottrade 1999 - 2007
Morgan Stanley 1997 - 1999
Skills
Product Development and..., Fixed Income, Investments, Series 7, Series 63, FINRA, Series 24, Equity Trading, Options, Securities, Equities, Bonds, Trading, Bloomberg, Electronic Trading, Financial Markets, Mutual Funds, Trading Systems, ETFs
Education
Lindbergh High School
Missouri State University
Webster University
Master of Business Administration (M.B.A.), Finance
Amanda Glatz's Morgan Stanley Experience June 2009 - August 2010
Job Managing/Entertainment Editor at The Outlook
Industry Public Relations and Communications
Experience
Monmouth University January 2015 - Present
The Outlook September 2014 - Present
YMCA June 2013 - August 2015
YMCA June 2014 - August 2014
Morgan Stanley June 2009 - August 2010
Skills
Writing, Public Relations, Public Speaking, Video Production, Creative Writing, Social Media, Graphic Design, InDesign, Photoshop, Filming, Video Editing, Copy Editing
Education
Monmouth University 2012 — 2016
Communication, Concentration in Journalism & PR
Monmouth University January 2015 - Present
The Outlook September 2014 - Present
YMCA June 2013 - August 2015
YMCA June 2014 - August 2014
Morgan Stanley June 2009 - August 2010
Skills
Writing, Public Relations, Public Speaking, Video Production, Creative Writing, Social Media, Graphic Design, InDesign, Photoshop, Filming, Video Editing, Copy Editing
Education
Monmouth University 2012 — 2016
Communication, Concentration in Journalism & PR
Nicholas Tetro Nicholas Tetro's Morgan Stanley Experience February 2012 - September 2012
Job Finance Associate at Visual Computer Solutions, Inc
Industry Accounting
Experience
Visual Computer Solutions, Inc January 2013 - Present
Morgan Stanley February 2012 - September 2012
Tab Ramos Sports Center August 2010 - February 2012
Skills
Account Reconciliation, General Ledger, Financial Accounting, Accounting, Bank Reconciliation, Journal Entries, Accounts Payable, Management Accounting, Financial Reporting, QuickBooks, Tax, Auditing, Bookkeeping, Finance, Financial Analysis, Tax Returns, Leadership, Management, Microsoft Excel, PowerPoint, Microsoft Office
Education
Monmouth University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Visual Computer Solutions, Inc January 2013 - Present
Morgan Stanley February 2012 - September 2012
Tab Ramos Sports Center August 2010 - February 2012
Skills
Account Reconciliation, General Ledger, Financial Accounting, Accounting, Bank Reconciliation, Journal Entries, Accounts Payable, Management Accounting, Financial Reporting, QuickBooks, Tax, Auditing, Bookkeeping, Finance, Financial Analysis, Tax Returns, Leadership, Management, Microsoft Excel, PowerPoint, Microsoft Office
Education
Monmouth University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Brian Tunstall Brian Tunstall's Morgan Stanley Experience August 2009 - June 2012
Job Operations Associate at AlphaParity Macro Hedge Fund
Industry Financial Services
Experience
AlphaParity, LLC April 2014 - Present
APB Financial Group, LLC June 2012 - March 2014
Morgan Stanley August 2009 - June 2012
UBS April 2006 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint, Investments, Business Strategy, Change Management, Financial Modeling, CDS, Credit Derivatives
Education
Molloy College 2002 — 2006
Bachelor's degree, Criminal Justice/Law Enforcement Administration
AlphaParity, LLC April 2014 - Present
APB Financial Group, LLC June 2012 - March 2014
Morgan Stanley August 2009 - June 2012
UBS April 2006 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint, Investments, Business Strategy, Change Management, Financial Modeling, CDS, Credit Derivatives
Education
Molloy College 2002 — 2006
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Enrique Mata's Morgan Stanley Experience May 2015 - Present
Job Summer Intern at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley May 2015 - Present
Abercrombie & Fitch September 2014 - May 2015
M & M Auto Shop May 2013 - August 2014
EXPRESS November 2013 - May 2014
Monmouth University November 2012 - December 2012
Skills
Sales, Customer Service, Microsoft Word, Microsoft Office, Time Management, PowerPoint, Teamwork, Inventory Management, Retail, Leadership
Education
Monmouth University 2012 — 2016
Woodbridge High School 2009 — 2012
High School
Morgan Stanley May 2015 - Present
Abercrombie & Fitch September 2014 - May 2015
M & M Auto Shop May 2013 - August 2014
EXPRESS November 2013 - May 2014
Monmouth University November 2012 - December 2012
Skills
Sales, Customer Service, Microsoft Word, Microsoft Office, Time Management, PowerPoint, Teamwork, Inventory Management, Retail, Leadership
Education
Monmouth University 2012 — 2016
Woodbridge High School 2009 — 2012
High School
Anthony Schittina's Morgan Stanley Experience February 2008 - May 2009
Job PwC Advisory
Industry Financial Services
Experience
PwC December 2014 - Present
Capco February 2014 - November 2014
J.P. Morgan April 2013 - August 2013
HFIG Investments December 2009 - April 2013
JPMorgan Chase June 2009 - July 2010
Morgan Stanley February 2008 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Portfolio Management, Finance, Investment Banking, Analysis, Public Speaking, Private Equity, Valuation, Wealth Management, Fixed Income, Bloomberg, Credit, Strategy, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Mutual Funds, Equities, Asset Allocation, Securities, Management Consulting, Project Management, Business Strategy, Risk Management, Capital Markets, Financial Services, Asset Management, Due Diligence, Management, Banking, Financial Risk, Microsoft Excel, Business Analysis, Derivatives, Microsoft Office, Consulting, Strategic Planning, Internal Controls, Business Process...
Education
Monmouth University 2007 — 2011
B.S., Finance, 3.93
University of Delaware 2006 — 2006
Bachelor of Science, Finance
PwC December 2014 - Present
Capco February 2014 - November 2014
J.P. Morgan April 2013 - August 2013
HFIG Investments December 2009 - April 2013
JPMorgan Chase June 2009 - July 2010
Morgan Stanley February 2008 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Portfolio Management, Finance, Investment Banking, Analysis, Public Speaking, Private Equity, Valuation, Wealth Management, Fixed Income, Bloomberg, Credit, Strategy, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Mutual Funds, Equities, Asset Allocation, Securities, Management Consulting, Project Management, Business Strategy, Risk Management, Capital Markets, Financial Services, Asset Management, Due Diligence, Management, Banking, Financial Risk, Microsoft Excel, Business Analysis, Derivatives, Microsoft Office, Consulting, Strategic Planning, Internal Controls, Business Process...
Education
Monmouth University 2007 — 2011
B.S., Finance, 3.93
University of Delaware 2006 — 2006
Bachelor of Science, Finance
Jamar Chaney's Morgan Stanley Experience 2010 - Present
Job Professional Football Player at Philadelphia Eagles
Industry Sports
Experience
morgan Stanley 2010 - Present
Philadelphia Eagles April 2010 - August 2013
Skills
Leadership, Coaching, Lifestyle Coaching, American Sign Language, Team Building, Team Leadership, Teamwork, Fitness Training, Athletics, Event Planning, Football, NFL, Public Speaking, Sports, Sports Management, Sports Marketing, Strategic Planning, Social Networking
Education
Mississippi State University 2005 — 2009
Bachelor of Education (BEd), Sport and Fitness Administration/Management
morgan Stanley 2010 - Present
Philadelphia Eagles April 2010 - August 2013
Skills
Leadership, Coaching, Lifestyle Coaching, American Sign Language, Team Building, Team Leadership, Teamwork, Fitness Training, Athletics, Event Planning, Football, NFL, Public Speaking, Sports, Sports Management, Sports Marketing, Strategic Planning, Social Networking
Education
Mississippi State University 2005 — 2009
Bachelor of Education (BEd), Sport and Fitness Administration/Management
Rebecca ((Nichols)) Shady's Morgan Stanley Experience September 2008 - May 2010
Job Senior Manager Trident Fund Services
Industry Financial Services
Experience
Trident Fund Services May 2014 - Present
Deloitte May 2010 - 2014
Morgan Stanley September 2008 - May 2010
The Home Depot September 2007 - September 2008
Deloitte July 2005 - September 2007
Skills
M&A due diligence, Real Estate, Six Sigma, Mergers, Assurance, Financial Services, Finance, Data Analysis, Sarbanes-Oxley Act, Financial Modeling, Divestitures, Financial Analysis, Valuation, Financial Reporting, Auditing, Financial Accounting, Due Diligence, Mergers & Acquisitions, SEC filings, Private Equity, CPA, Restructuring, External Audit, Internal Controls, Strategy, Accounting, US GAAP
Education
Mississippi State University - College of Business and Industry 2000 — 2005
Masters of Professional Accountancy, Accountancy
Trident Fund Services May 2014 - Present
Deloitte May 2010 - 2014
Morgan Stanley September 2008 - May 2010
The Home Depot September 2007 - September 2008
Deloitte July 2005 - September 2007
Skills
M&A due diligence, Real Estate, Six Sigma, Mergers, Assurance, Financial Services, Finance, Data Analysis, Sarbanes-Oxley Act, Financial Modeling, Divestitures, Financial Analysis, Valuation, Financial Reporting, Auditing, Financial Accounting, Due Diligence, Mergers & Acquisitions, SEC filings, Private Equity, CPA, Restructuring, External Audit, Internal Controls, Strategy, Accounting, US GAAP
Education
Mississippi State University - College of Business and Industry 2000 — 2005
Masters of Professional Accountancy, Accountancy
Rachel Woodhouse Rachel Woodhouse's Morgan Stanley Experience August 2008 - January 2009
Job Administrative at Wilson Architect Incorporated
Industry Architecture & Planning
Experience
Wilson Architect Incorporated August 2013 - Present
G3 Enterprises May 2013 - August 2013
3-Form (Contract) December 2012 - March 2013
Stella & Dot Stylist January 2011 - January 2012
1st Light Energy Inc July 2009 - May 2010
InsideVenture January 2009 - April 2009
California People Search January 2009 - January 2009
Morgan Stanley August 2008 - January 2009
TPG - Biotech April 2008 - July 2008
Natixis January 2008 - April 2008
Skills
Direct Sales, Management, Customer Service, Microsoft Excel, Sales, Team Building, Salesforce.com, Executive Level..., Accounts Payable, Receptionist Duties, Event Planning, Microsoft Office, Social Networking, PowerPoint, Microsoft Word, CRM
Education
Modesto Junior College 2010 — 2014
In Progress, Business Administration
Las Positas College 2007 — 2007
Business Administration
Wilson Architect Incorporated August 2013 - Present
G3 Enterprises May 2013 - August 2013
3-Form (Contract) December 2012 - March 2013
Stella & Dot Stylist January 2011 - January 2012
1st Light Energy Inc July 2009 - May 2010
InsideVenture January 2009 - April 2009
California People Search January 2009 - January 2009
Morgan Stanley August 2008 - January 2009
TPG - Biotech April 2008 - July 2008
Natixis January 2008 - April 2008
Skills
Direct Sales, Management, Customer Service, Microsoft Excel, Sales, Team Building, Salesforce.com, Executive Level..., Accounts Payable, Receptionist Duties, Event Planning, Microsoft Office, Social Networking, PowerPoint, Microsoft Word, CRM
Education
Modesto Junior College 2010 — 2014
In Progress, Business Administration
Las Positas College 2007 — 2007
Business Administration
Juan Santana Juan Santana's Morgan Stanley Experience September 2000 - April 2001
Job Build Manager at BMW of North America, LLC
Industry Information Technology and Services
Experience
BMW of North America, LLC November 2013 - Present
Monroe College September 2009 - Present
Deutsche Bank August 2004 - November 2013
Deutsche Bank March 2003 - August 2004
Mizuho April 2001 - December 2002
MORGAN STANLEY September 2000 - April 2001
INSTINET June 2000 - September 2000
INDUSTRIAL BANK OF JAPAN March 1999 - June 2000
Deutsche Bank March 1997 - March 1999
Deutsche Bank October 1994 - March 1997
Skills
Project Management, Software Development, CMMI, Databases, Outsourcing, Leadership, Change Management, Unix, Program Management, Project Planning, IT Strategy, MS Project, Requirements Analysis, SDLC, SQL, Business Analysis, Project Portfolio..., ITIL, Software Project..., Vendor Management, PMP, PMO, Management, Testing, Oracle, Problem Solving, Access, Visio, Visual Basic, Security, Risk Management, Banking, Agile Methodologies, Business Requirements, Analysis, Process Improvement, Requirements Gathering, SharePoint, Troubleshooting, Portfolio Management, Team Building, IT Management, Data Migration, Information Technology, Software Documentation, Business Process..., Business Intelligence, Disaster Recovery, Integration, Trading
Education
Monroe College 2005 — 2007
MBA, Management
Monroe College 2000 — 2002
BBA, Computer Information System
Monroe College 1987 — 1988
AAS, Computer Science
John F. Kennedy High School 1981 — 1985
High School Diploma
John F. Kennedy High School
BMW of North America, LLC November 2013 - Present
Monroe College September 2009 - Present
Deutsche Bank August 2004 - November 2013
Deutsche Bank March 2003 - August 2004
Mizuho April 2001 - December 2002
MORGAN STANLEY September 2000 - April 2001
INSTINET June 2000 - September 2000
INDUSTRIAL BANK OF JAPAN March 1999 - June 2000
Deutsche Bank March 1997 - March 1999
Deutsche Bank October 1994 - March 1997
Skills
Project Management, Software Development, CMMI, Databases, Outsourcing, Leadership, Change Management, Unix, Program Management, Project Planning, IT Strategy, MS Project, Requirements Analysis, SDLC, SQL, Business Analysis, Project Portfolio..., ITIL, Software Project..., Vendor Management, PMP, PMO, Management, Testing, Oracle, Problem Solving, Access, Visio, Visual Basic, Security, Risk Management, Banking, Agile Methodologies, Business Requirements, Analysis, Process Improvement, Requirements Gathering, SharePoint, Troubleshooting, Portfolio Management, Team Building, IT Management, Data Migration, Information Technology, Software Documentation, Business Process..., Business Intelligence, Disaster Recovery, Integration, Trading
Education
Monroe College 2005 — 2007
MBA, Management
Monroe College 2000 — 2002
BBA, Computer Information System
Monroe College 1987 — 1988
AAS, Computer Science
John F. Kennedy High School 1981 — 1985
High School Diploma
John F. Kennedy High School
Sharon Arthur Sharon Arthur's Morgan Stanley Experience 1995 - 2000
Job Executive Assistant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2013 - Present
Jemstone Associates September 2012 - January 2013
Pure Growth Partners 2011 - 2012
Bain & Company 2003 - 2010
Lehman Brothers Bank 2000 - 2003
Morgan Stanley 1995 - 2000
Skills
Proficient in Microsoft..., Working knowledge of..., Coordinating Meetings, Microsoft Office, Microsoft Word, Event Planning, Budgets, Administrative..., Customer Service, Event Management, Coaching, Change Management, Calendars, Leadership, Management, Marketing, Outlook, PowerPoint, Training, Account Management, Community Outreach, Contract Negotiation, Editing, Entertainment, Fundraising, Team Building, Volunteer Management, Administrative...
Education
University of Arkansas 1977 — 1980
Music/Vocal Performance
Mississippi University for Women 1975 — 1977
Music/Vocal Performance
McKinsey & Company February 2013 - Present
Jemstone Associates September 2012 - January 2013
Pure Growth Partners 2011 - 2012
Bain & Company 2003 - 2010
Lehman Brothers Bank 2000 - 2003
Morgan Stanley 1995 - 2000
Skills
Proficient in Microsoft..., Working knowledge of..., Coordinating Meetings, Microsoft Office, Microsoft Word, Event Planning, Budgets, Administrative..., Customer Service, Event Management, Coaching, Change Management, Calendars, Leadership, Management, Marketing, Outlook, PowerPoint, Training, Account Management, Community Outreach, Contract Negotiation, Editing, Entertainment, Fundraising, Team Building, Volunteer Management, Administrative...
Education
University of Arkansas 1977 — 1980
Music/Vocal Performance
Mississippi University for Women 1975 — 1977
Music/Vocal Performance
Roy LaBue Roy LaBue's Morgan Stanley Experience April 2006 - Present
Job Director at Morgan Stanley
Industry Human Resources
Experience
CKO Kickboxing June 2012 - Present
Morgan Stanley April 2006 - Present
Merrill Lynch December 2005 - March 2006
Merrill Lynch October 2004 - December 2005
Merrill Lynch January 2003 - October 2004
Registrar & Transfer Company June 2002 - November 2002
Datek Online September 2000 - June 2001
Datek Online November 1999 - September 2000
Skills
Financial Reporting, Customer Relations, Customer Service, Kickboxing, Personal Training, NASM, Restricted Stock, Deferred Compensation, Transfer Agency, Accounting, Trading, Options, Equities, Fixed Income, Securities, Finance, Sales, Vendor Management, Financial Services, Leadership, Asset Management, Investments, Management
Education
Monmouth University 1995 — 1999
BA, History
CKO Kickboxing June 2012 - Present
Morgan Stanley April 2006 - Present
Merrill Lynch December 2005 - March 2006
Merrill Lynch October 2004 - December 2005
Merrill Lynch January 2003 - October 2004
Registrar & Transfer Company June 2002 - November 2002
Datek Online September 2000 - June 2001
Datek Online November 1999 - September 2000
Skills
Financial Reporting, Customer Relations, Customer Service, Kickboxing, Personal Training, NASM, Restricted Stock, Deferred Compensation, Transfer Agency, Accounting, Trading, Options, Equities, Fixed Income, Securities, Finance, Sales, Vendor Management, Financial Services, Leadership, Asset Management, Investments, Management
Education
Monmouth University 1995 — 1999
BA, History
Ian Deveroux Ian Deveroux's Morgan Stanley Experience January 1999 - August 2000
Job Senior Account Executive at Autobytel, MD PA DE WV MS DC
Industry Automotive
Experience
Autobytel July 2011 - Present
Don White's Timonium Chrysler Jeep Dodge August 2007 - July 2011
Al Packer Auto Group January 2004 - July 2006
Hallmark Toyota Scion September 2003 - January 2004
Gray Daniels Toyota April 2002 - September 2003
Morgan Stanley January 1999 - August 2000
US Navy August 1988 - July 1992
Skills
SEM, Automotive, PPC, Web Analytics, Online Advertising, Marketing Strategy, Internet Strategy, Automotive Sales..., BDC, BDCs, Customer Service, Customer Retention, Dealers, Sales Management, Lead Generation, Stand-up Comedy, Public Speaking, Internet Training, Sales Process, Digital Marketing, Online Marketing, Sales, Email Marketing, Marketing, Training, Automobile, Sales Presentations, Management, Sales Operations, Vehicles, Advertising, Salesforce.com, Customer Satisfaction, Business Development, Account Management, Web Marketing, E-commerce, Selling, Strategic Partnerships, Customer Acquisition, Advertising Sales, Direct Sales, B2B, CRM, New Business Development, SEO, Competitive Analysis, Direct Marketing, Social Media Marketing, Lead Management
Education
Mississippi State University - College of Business and Industry 2001 — 2002
Economics
University of Southern Mississippi 1986 — 1989
Management Information Systems and Services, Deans List
Autobytel July 2011 - Present
Don White's Timonium Chrysler Jeep Dodge August 2007 - July 2011
Al Packer Auto Group January 2004 - July 2006
Hallmark Toyota Scion September 2003 - January 2004
Gray Daniels Toyota April 2002 - September 2003
Morgan Stanley January 1999 - August 2000
US Navy August 1988 - July 1992
Skills
SEM, Automotive, PPC, Web Analytics, Online Advertising, Marketing Strategy, Internet Strategy, Automotive Sales..., BDC, BDCs, Customer Service, Customer Retention, Dealers, Sales Management, Lead Generation, Stand-up Comedy, Public Speaking, Internet Training, Sales Process, Digital Marketing, Online Marketing, Sales, Email Marketing, Marketing, Training, Automobile, Sales Presentations, Management, Sales Operations, Vehicles, Advertising, Salesforce.com, Customer Satisfaction, Business Development, Account Management, Web Marketing, E-commerce, Selling, Strategic Partnerships, Customer Acquisition, Advertising Sales, Direct Sales, B2B, CRM, New Business Development, SEO, Competitive Analysis, Direct Marketing, Social Media Marketing, Lead Management
Education
Mississippi State University - College of Business and Industry 2001 — 2002
Economics
University of Southern Mississippi 1986 — 1989
Management Information Systems and Services, Deans List
Kayla Bick Kayla Bick's Morgan Stanley Experience March 2012 - Present
Job Co Owner at Retro Fitness
Industry Financial Services
Experience
Retro Fitness January 2015 - Present
Morgan Stanley March 2012 - Present
Proctor High School July 2007 - Present
The Hartford October 2011 - March 2012
Sitrin Child Care Center February 2009 - October 2011
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Workers Compensation, PowerPoint, Public Speaking, Accounting, Data Analysis, Fundraising, Sales, Research, Non-profits, Time Management, Leadership, Salesforce.com, Budgets, Event Management, Management, Nonprofits, Inventory Management, Financial Analysis, Invoicing, Project Planning, Strategic Planning, Event Planning, Payroll, Retail, Team Leadership, Team Building, Access, Public Relations, Social Media, Human Resources, Customer Satisfaction, Recruiting, Higher Education, Social Media Marketing, Data Entry, Analysis, Social Networking, Telephone Skills, Community Outreach, SPSS, Marketing, Project Management, Facebook, Risk Management
Education
Utica College 2013 — 2014
Master of Business Administration (MBA), Economic Crime and Fraud Management
SUNY Institute of Technology 2009 — 2011
Bachelor of Science, Business Administration; Business Communications, Management Science; Organization Behavior
Mohawk Valley Community College 2007 — 2009
Associates, Business Management
Retro Fitness January 2015 - Present
Morgan Stanley March 2012 - Present
Proctor High School July 2007 - Present
The Hartford October 2011 - March 2012
Sitrin Child Care Center February 2009 - October 2011
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Workers Compensation, PowerPoint, Public Speaking, Accounting, Data Analysis, Fundraising, Sales, Research, Non-profits, Time Management, Leadership, Salesforce.com, Budgets, Event Management, Management, Nonprofits, Inventory Management, Financial Analysis, Invoicing, Project Planning, Strategic Planning, Event Planning, Payroll, Retail, Team Leadership, Team Building, Access, Public Relations, Social Media, Human Resources, Customer Satisfaction, Recruiting, Higher Education, Social Media Marketing, Data Entry, Analysis, Social Networking, Telephone Skills, Community Outreach, SPSS, Marketing, Project Management, Facebook, Risk Management
Education
Utica College 2013 — 2014
Master of Business Administration (MBA), Economic Crime and Fraud Management
SUNY Institute of Technology 2009 — 2011
Bachelor of Science, Business Administration; Business Communications, Management Science; Organization Behavior
Mohawk Valley Community College 2007 — 2009
Associates, Business Management
John Woods – The Abundance Guy John Woods – The Abundance Guy's Morgan Stanley Experience 1994 - 1999
Job Abundance Consultant | Investment Advisor | Transformational Breath Trainer
Industry Health, Wellness and Fitness
Experience
The Abundance guy March 2003 - Present
Transformational Breath Foundation 2003 - Present
Morgan Stanley Smith Barney January 1999 - Present
Morgan Stanley 1994 - 1999
Morgan Stanley 1987 - 1994
Morgan Stanley 1984 - 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Coaching, Portfolio Management, Finance, Entrepreneurship, Wealth, Small Business, Management, Retirement, Investments, Mutual Funds, Risk Management
Education
JBS
Montana State University-Bozeman
The Abundance guy March 2003 - Present
Transformational Breath Foundation 2003 - Present
Morgan Stanley Smith Barney January 1999 - Present
Morgan Stanley 1994 - 1999
Morgan Stanley 1987 - 1994
Morgan Stanley 1984 - 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Coaching, Portfolio Management, Finance, Entrepreneurship, Wealth, Small Business, Management, Retirement, Investments, Mutual Funds, Risk Management
Education
JBS
Montana State University-Bozeman
Phil Festa's Morgan Stanley Experience 2003 - 2004
Job Vice President of Client Solutions at ABM Industries
Industry Facilities Services
Experience
ABM Industries June 2004 - Present
Morgan Stanley 2003 - 2004
Siemens Corporation, USA 2000 - 2003
Siemens Medical Solutions April 1997 - February 2000
Bellcore January 1994 - June 1996
Skills
Customer Support, RFP, Project Management, IT Strategy, Leadership, CRM, Contract Negotiation, Strategy, Pre-sales, Telecommunications, Service Level Agreements, Contract Management, Account Management, Management, Customer Service, Business Process, Strategic Planning, PMO, Software Documentation, Process Improvement, Sales, Budgets, Vendor Management, Operations Management, Team Building
Education
Monmouth University
BS, Computer Science
ABM Industries June 2004 - Present
Morgan Stanley 2003 - 2004
Siemens Corporation, USA 2000 - 2003
Siemens Medical Solutions April 1997 - February 2000
Bellcore January 1994 - June 1996
Skills
Customer Support, RFP, Project Management, IT Strategy, Leadership, CRM, Contract Negotiation, Strategy, Pre-sales, Telecommunications, Service Level Agreements, Contract Management, Account Management, Management, Customer Service, Business Process, Strategic Planning, PMO, Software Documentation, Process Improvement, Sales, Budgets, Vendor Management, Operations Management, Team Building
Education
Monmouth University
BS, Computer Science
James McGlashan's Morgan Stanley Experience February 2011 - December 2012
Job Security Operations at iconectiv
Industry Computer & Network Security
Experience
iconectiv 2015 - Present
Boy Scouts of America 2009 - Present
Mizuho Securities USA Inc. December 2012 - January 2015
Morgan Stanley February 2011 - December 2012
Citrix Online June 2010 - February 2011
Federal Reserve Bank of New York January 2008 - June 2010
IDT Telecom March 2002 - May 2007
DoubleClick Inc. March 2001 - March 2002
Register.Com January 2001 - March 2001
DoubleClick Inc. December 1999 - January 2001
Skills
System Administration, Shell Scripting, System Monitoring, Process Automation, Linux, Unix, Network Security, Perl, Security, Solaris, Information Security, Intrusion Detection, PKI, RHEL, Project Management, Software Project..., IDS, Information Security..., Vulnerability Assessment, DNS, VMware, Cisco Technologies, Servers, Firewalls, Computer Security, SAN, TCP/IP, Integration, Virtualization, Network Design, Telecommunications, Disaster Recovery, VPN, Data Center, Checkpoint, Incident Response, Networking, Operating Systems, Information Technology, Technical Support, Penetration Testing, Infrastructure, Vulnerability Management, WAN, Load Balancing, Cluster, Network Engineering, Network Architecture, Red Hat Linux
Education
Monmouth University 1984 — 1987
BS, Computer Science
iconectiv 2015 - Present
Boy Scouts of America 2009 - Present
Mizuho Securities USA Inc. December 2012 - January 2015
Morgan Stanley February 2011 - December 2012
Citrix Online June 2010 - February 2011
Federal Reserve Bank of New York January 2008 - June 2010
IDT Telecom March 2002 - May 2007
DoubleClick Inc. March 2001 - March 2002
Register.Com January 2001 - March 2001
DoubleClick Inc. December 1999 - January 2001
Skills
System Administration, Shell Scripting, System Monitoring, Process Automation, Linux, Unix, Network Security, Perl, Security, Solaris, Information Security, Intrusion Detection, PKI, RHEL, Project Management, Software Project..., IDS, Information Security..., Vulnerability Assessment, DNS, VMware, Cisco Technologies, Servers, Firewalls, Computer Security, SAN, TCP/IP, Integration, Virtualization, Network Design, Telecommunications, Disaster Recovery, VPN, Data Center, Checkpoint, Incident Response, Networking, Operating Systems, Information Technology, Technical Support, Penetration Testing, Infrastructure, Vulnerability Management, WAN, Load Balancing, Cluster, Network Engineering, Network Architecture, Red Hat Linux
Education
Monmouth University 1984 — 1987
BS, Computer Science
Robert Conklin's Morgan Stanley Experience April 2006 - March 2008
Job
Industry Investment Banking
Experience
Merrill Lynch March 2008 - Present
Morgan Stanley April 2006 - March 2008
Goldman Sachs June 2004 - April 2006
Morgan Stanley October 1999 - June 2004
IntegraSolv 1998 - 1999
DLJDirect 1996 - 1998
Skills
Trading Systems, Fixed Income, Interest Rate..., Risk Management, Unix
Education
Monmouth University 1992 — 1995
MS
Rutgers University-New Brunswick 1984 — 1989
Merrill Lynch March 2008 - Present
Morgan Stanley April 2006 - March 2008
Goldman Sachs June 2004 - April 2006
Morgan Stanley October 1999 - June 2004
IntegraSolv 1998 - 1999
DLJDirect 1996 - 1998
Skills
Trading Systems, Fixed Income, Interest Rate..., Risk Management, Unix
Education
Monmouth University 1992 — 1995
MS
Rutgers University-New Brunswick 1984 — 1989
Charles Loflin's Morgan Stanley Experience April 1998 - December 2002
Job Creative Technologist
Industry Information Technology and Services
Experience
Story Worldwide May 2015 - Present
360i March 2014 - May 2015
Geometry Global (formerly G2 Worldwide) September 2011 - March 2014
Motion Interactive January 2003 - September 2011
Animus Training April 2009 - December 2010
Animus Rex 2006 - 2009
Future Media Concepts January 2006 - October 2006
Morgan Stanley April 1998 - December 2002
Skills
Team Management, Training & Development, Software Solution..., Web Development, User Interface, Interaction Design, Information Architecture, Node.js, JavaScript, Mobile Applications, MVC Architecture, Backbone.js, SASS, HTML 5, CSS, jQuery, Digital Media, CMS, Video Production, Responsive Design, Titanium, Captivate, ColdFusion, Linux, GruntJS, ActionScript, Flash, HTML5, Web Design, Social Media, User Experience, Digital Marketing, Mobile Devices, Front-end
Education
University of Louisville 1990 — 1993
Master of Fine Arts (MFA), Theatre
Mississippi College 1986 — 1990
BA, Religion
Story Worldwide May 2015 - Present
360i March 2014 - May 2015
Geometry Global (formerly G2 Worldwide) September 2011 - March 2014
Motion Interactive January 2003 - September 2011
Animus Training April 2009 - December 2010
Animus Rex 2006 - 2009
Future Media Concepts January 2006 - October 2006
Morgan Stanley April 1998 - December 2002
Skills
Team Management, Training & Development, Software Solution..., Web Development, User Interface, Interaction Design, Information Architecture, Node.js, JavaScript, Mobile Applications, MVC Architecture, Backbone.js, SASS, HTML 5, CSS, jQuery, Digital Media, CMS, Video Production, Responsive Design, Titanium, Captivate, ColdFusion, Linux, GruntJS, ActionScript, Flash, HTML5, Web Design, Social Media, User Experience, Digital Marketing, Mobile Devices, Front-end
Education
University of Louisville 1990 — 1993
Master of Fine Arts (MFA), Theatre
Mississippi College 1986 — 1990
BA, Religion
Bikram Chaudri's Morgan Stanley Experience February 2006 - January 2009
Job CoFounder & CTO at EcoMail Development, LLC.
Industry Computer Software
Experience
Eco-Mail Development, LLC. September 2011 - Present
Barclays Capital September 2009 - September 2011
CloudSonic January 2009 - January 2011
Morgan Stanley February 2006 - January 2009
Morgan Stanley July 1997 - March 2006
Skills
Java, SOA, User Interface Design, Report Design, Spring, SQL, Fixed Income, Capital Markets, Business Analysis, Derivatives, Sybase, Vendor Management, Equities, Agile Methodologies, SDLC, Investment Banking, Trading Systems, Bloomberg, Business Intelligence, IT Strategy, Financial Services, Governance, ETL
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MBA, Finance
Modern School 1982 — 1986
High School, Commerce
Eco-Mail Development, LLC. September 2011 - Present
Barclays Capital September 2009 - September 2011
CloudSonic January 2009 - January 2011
Morgan Stanley February 2006 - January 2009
Morgan Stanley July 1997 - March 2006
Skills
Java, SOA, User Interface Design, Report Design, Spring, SQL, Fixed Income, Capital Markets, Business Analysis, Derivatives, Sybase, Vendor Management, Equities, Agile Methodologies, SDLC, Investment Banking, Trading Systems, Bloomberg, Business Intelligence, IT Strategy, Financial Services, Governance, ETL
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MBA, Finance
Modern School 1982 — 1986
High School, Commerce
sanjay thummar's Morgan Stanley Experience 2011 - 2012
Job IT
Industry Computer Software
Experience
JPMorgan Chase August 2014 - Present
National Life Group May 2012 - July 2014
EMC 2009 - July 2014
MetLife 2012 - 2012
Morgan Stanley 2011 - 2012
Goldman Sachs 2010 - 2011
Kaiser Permanente 2009 - 2009
Montpelier Reinsurance Holdings Ltd 2007 - 2009
Belden January 2003 - May 2007
Education
Monmouth University 1999 — 2001
Master of Science, Computer Science
Saurashtra University
sheth a h sarasvati high school
JPMorgan Chase August 2014 - Present
National Life Group May 2012 - July 2014
EMC 2009 - July 2014
MetLife 2012 - 2012
Morgan Stanley 2011 - 2012
Goldman Sachs 2010 - 2011
Kaiser Permanente 2009 - 2009
Montpelier Reinsurance Holdings Ltd 2007 - 2009
Belden January 2003 - May 2007
Education
Monmouth University 1999 — 2001
Master of Science, Computer Science
Saurashtra University
sheth a h sarasvati high school
Luca Gebri's Morgan Stanley Experience November 2009 - Present
Job analyst at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley November 2009 - Present
Phantom Group Ltd. May 2008 - May 2009
Transcom July 2007 - May 2008
Education
Miskolci Egyetem 2002 — 2009
Morgan Stanley November 2009 - Present
Phantom Group Ltd. May 2008 - May 2009
Transcom July 2007 - May 2008
Education
Miskolci Egyetem 2002 — 2009
Glenn Aluce's Morgan Stanley Experience November 2009 - September 2010
Job Citigroup Operations Business Analyst
Industry Financial Services
Experience
Citigroup September 2010 - Present
Morgan Stanley November 2009 - September 2010
Credit Suisse August 2008 - May 2010
AIG March 2007 - August 2008
Deutsche Bank March 2006 - March 2007
Education
Monmouth University 1980 — 1984
Citigroup September 2010 - Present
Morgan Stanley November 2009 - September 2010
Credit Suisse August 2008 - May 2010
AIG March 2007 - August 2008
Deutsche Bank March 2006 - March 2007
Education
Monmouth University 1980 — 1984
Karen Cassidy (kcassidy55@live.com)'s Morgan Stanley Experience May 2011 - January 2015
Job Managing Director , Treasurer at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
Thomas Magliozzo's Morgan Stanley Experience February 2014 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Skills
Account Management, Strategic Planning, Business Analysis, New Business Development
Education
Monmouth University 1990 — 1994
Bachelor of Science (BS), Finance, General
Morgan Stanley February 2014 - Present
Skills
Account Management, Strategic Planning, Business Analysis, New Business Development
Education
Monmouth University 1990 — 1994
Bachelor of Science (BS), Finance, General
Philip Franco's Morgan Stanley Experience March 1993 - May 2006
Job First VP / Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2006 - Present
Morgan Stanley March 1993 - May 2006
Franco Enterprises / Pampered Pets November 1970 - March 1993
Skills
Wealth Management, Series 7, Management, Estate Planning, Mutual Funds, Asset Allocation, Investments, Securities, Series 63, Investment Advisory, Portfolio Management, Strategic Financial..., Alternative Investments, Equities, Asset Management, Public Speaking, Communication, Leadership
Education
Monroe Community College 1976 — 1977
AAS, Business
RBC Wealth Management May 2006 - Present
Morgan Stanley March 1993 - May 2006
Franco Enterprises / Pampered Pets November 1970 - March 1993
Skills
Wealth Management, Series 7, Management, Estate Planning, Mutual Funds, Asset Allocation, Investments, Securities, Series 63, Investment Advisory, Portfolio Management, Strategic Financial..., Alternative Investments, Equities, Asset Management, Public Speaking, Communication, Leadership
Education
Monroe Community College 1976 — 1977
AAS, Business
Anthony DePietro's Morgan Stanley Experience Director of FinanceTelcordia TechnologiesMay 1995 - June 2005
Job Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley Director of FinanceTelcordia TechnologiesMay 1995 - June 2005
Education
Monmouth University 1991 — 1995
Morgan Stanley Director of FinanceTelcordia TechnologiesMay 1995 - June 2005
Education
Monmouth University 1991 — 1995
Jessica Fernandez's Morgan Stanley Experience January 2003 - January 2004
Job AVP Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
Jonathan Lim's Morgan Stanley Experience June 2007 - December 2007
Job Senior Manager
Industry Management Consulting
Experience
PwC Advisory September 2014 - Present
PwC Advisory August 2009 - August 2014
IBM Global Services February 2008 - June 2009
Morgan Stanley June 2007 - December 2007
Credit Suisse February 2006 - July 2007
National Australia Bank February 2001 - June 2005
Skills
Financial Modeling, Derivatives, Risk Management, Market Risk, Investment Banking, Valuation, Financial Risk, Capital Markets, Credit Risk, CRD IV Self Assessment, Counterparty Credit Risk, OIS, Counterparty Risk, VBA, Equities, Banking, Trading, VAR
Education
University of Melbourne 2004 — 2005
Master of Applied Finance, Applied Finance
Monash University 1995 — 1999
Arts, Mandarin
Monash University 1995 — 1999
Commerce, Econometrics
Melbourne Grammar 1989 — 1994
PwC Advisory September 2014 - Present
PwC Advisory August 2009 - August 2014
IBM Global Services February 2008 - June 2009
Morgan Stanley June 2007 - December 2007
Credit Suisse February 2006 - July 2007
National Australia Bank February 2001 - June 2005
Skills
Financial Modeling, Derivatives, Risk Management, Market Risk, Investment Banking, Valuation, Financial Risk, Capital Markets, Credit Risk, CRD IV Self Assessment, Counterparty Credit Risk, OIS, Counterparty Risk, VBA, Equities, Banking, Trading, VAR
Education
University of Melbourne 2004 — 2005
Master of Applied Finance, Applied Finance
Monash University 1995 — 1999
Arts, Mandarin
Monash University 1995 — 1999
Commerce, Econometrics
Melbourne Grammar 1989 — 1994
Craig Raysor, ITIL's Morgan Stanley Experience June 2010 - October 2012
Job Senior IT Project Manager at Jacobs Federal Network Systems
Industry Information Technology and Services
Experience
Jacobs FNS May 2015 - Present
Jacobs FNS January 2014 - May 2015
Morgan Stanley June 2010 - October 2012
USIS 2011 - 2012
RBS Securities September 2009 - June 2010
Foliofn March 2008 - April 2010
Walsh & Associates 2009 - 2010
Banc of America Securities June 2006 - February 2008
HSBC Securities 2003 - 2006
Nomura 2000 - 2002
Skills
Series 99, Account Management, Derivatives, Disaster Recovery, Equities, Financial Services, Fixed Income, Investment Banking, Management, Operations Management, Prime Brokerage, Process Improvement, Product Management, Program Management, Project Management, Securities, Series, Settlement
Education
Monroe College
Jacobs FNS May 2015 - Present
Jacobs FNS January 2014 - May 2015
Morgan Stanley June 2010 - October 2012
USIS 2011 - 2012
RBS Securities September 2009 - June 2010
Foliofn March 2008 - April 2010
Walsh & Associates 2009 - 2010
Banc of America Securities June 2006 - February 2008
HSBC Securities 2003 - 2006
Nomura 2000 - 2002
Skills
Series 99, Account Management, Derivatives, Disaster Recovery, Equities, Financial Services, Fixed Income, Investment Banking, Management, Operations Management, Prime Brokerage, Process Improvement, Product Management, Program Management, Project Management, Securities, Series, Settlement
Education
Monroe College
Carolee Boles's Morgan Stanley Experience September 2013 - Present
Job Vice President, Head of Mortgage Compliance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2013 - Present
Weichert Financial Services May 2005 - August 2013
Mortgage Access Corp. May 2005 - August 2013
JPMorgan Chase 2001 - 2005
Skills
Mortgage Lending, Loans, Banking, Loan Origination, Residential Mortgages, Mortgage Banking, FHA, Credit, Underwriting, Refinance, Residential Homes, Mortgage Underwriting
Education
Seton Hall University 1998 — 2000
MA, Psychology
Monmouth University 1994 — 1998
BA, Psychology
Morgan Stanley September 2013 - Present
Weichert Financial Services May 2005 - August 2013
Mortgage Access Corp. May 2005 - August 2013
JPMorgan Chase 2001 - 2005
Skills
Mortgage Lending, Loans, Banking, Loan Origination, Residential Mortgages, Mortgage Banking, FHA, Credit, Underwriting, Refinance, Residential Homes, Mortgage Underwriting
Education
Seton Hall University 1998 — 2000
MA, Psychology
Monmouth University 1994 — 1998
BA, Psychology
Ryan Fagan's Morgan Stanley Experience 2007 - 2008
Job Business Development Manager at Gartland and Mellina Group
Industry Information Technology and Services
Experience
Gartland and Mellina Group May 2013 - Present
Experis July 2008 - April 2013
Comsys July 2008 - April 2010
Morgan Stanley 2007 - 2008
BearingPoint 2001 - 2007
Nassau County 1997 - 2001
Education
Molloy College 1999 — 2001
BA, Business Management
State University of New York College at Plattsburgh 1999 — 1999
Gartland and Mellina Group May 2013 - Present
Experis July 2008 - April 2013
Comsys July 2008 - April 2010
Morgan Stanley 2007 - 2008
BearingPoint 2001 - 2007
Nassau County 1997 - 2001
Education
Molloy College 1999 — 2001
BA, Business Management
State University of New York College at Plattsburgh 1999 — 1999
Dean Philbrick's Morgan Stanley Experience 1996 - 1997
Job at HD Supply, Inc.
Industry Human Resources
Experience
HD Supply, Inc. November 2009 - Present
Ricoh Americas Corporation 2005 - November 2009
Kelly Services 2004 - 2005
MassMutual Financial Group 2000 - 2004
A. H. Enterprises, Inc. 1999 - 2000
American Express Financial Advisors 1997 - 1998
Morgan Stanley 1996 - 1997
Amersham Biosciences 1986 - 1996
Skills
Employee Benefits, Finance, HRIS, Benefits Administration, Human Resources, Deferred Compensation
Education
Minnesota State University, Moorhead 1979 — 1984
B.A, Biology
HD Supply, Inc. November 2009 - Present
Ricoh Americas Corporation 2005 - November 2009
Kelly Services 2004 - 2005
MassMutual Financial Group 2000 - 2004
A. H. Enterprises, Inc. 1999 - 2000
American Express Financial Advisors 1997 - 1998
Morgan Stanley 1996 - 1997
Amersham Biosciences 1986 - 1996
Skills
Employee Benefits, Finance, HRIS, Benefits Administration, Human Resources, Deferred Compensation
Education
Minnesota State University, Moorhead 1979 — 1984
B.A, Biology
Brad Keckler's Morgan Stanley Experience 2003 - 2004
Job DTI Global (formerly Merrill Corporation)
Industry Financial Services
Experience
DTI LLC November 2014 - Present
ALM July 2012 - November 2014
BountyJobs September 2009 - June 2012
rockwood search April 2008 - February 2009
Response Staffing February 2005 - April 2008
Goldman Sachs 2004 - 2005
Morgan Stanley 2003 - 2004
Skills
Cold Calling, Salesforce.com, New Business Development, Talent Acquisition, Customer Relations, Customer Service
Education
Monmouth University 2001 — 2003
BS, Marketing
DTI LLC November 2014 - Present
ALM July 2012 - November 2014
BountyJobs September 2009 - June 2012
rockwood search April 2008 - February 2009
Response Staffing February 2005 - April 2008
Goldman Sachs 2004 - 2005
Morgan Stanley 2003 - 2004
Skills
Cold Calling, Salesforce.com, New Business Development, Talent Acquisition, Customer Relations, Customer Service
Education
Monmouth University 2001 — 2003
BS, Marketing
John S. MacArthur's Morgan Stanley Experience February 2000 - February 2002
Job Global Private Equity Tax Sector Leader at EY
Industry Venture Capital & Private Equity
Experience
EY July 2014 - Present
Ernst & Young LLP March 2002 - July 2014
Morgan Stanley February 2000 - February 2002
Ernst & Young September 1986 - January 2000
Skills
Tax Consulting, International Tax, Tax, Private Equity, Corporate Tax, Due Diligence, Mergers & Acquisitions, Finance, Tax Law, Accounting, Investments
Education
William Mitchell College of Law 1983 — 1986
J.D., Law
St. Olaf College 1979 — 1983
B.A., Economics, with Distinction
EY July 2014 - Present
Ernst & Young LLP March 2002 - July 2014
Morgan Stanley February 2000 - February 2002
Ernst & Young September 1986 - January 2000
Skills
Tax Consulting, International Tax, Tax, Private Equity, Corporate Tax, Due Diligence, Mergers & Acquisitions, Finance, Tax Law, Accounting, Investments
Education
William Mitchell College of Law 1983 — 1986
J.D., Law
St. Olaf College 1979 — 1983
B.A., Economics, with Distinction
Medora Williams's Morgan Stanley Experience April 2002 - December 2002
Job Executive Assistant at DeWitt Stern
Industry Insurance
Experience
DeWitt Stern October 2014 - Present
Resources Global Professionals May 2004 - October 2014
Edison Schools December 2002 - May 2004
Morgan Stanley April 2002 - December 2002
NYU School of Medicine December 2001 - April 2002
Ernst & Young January 1996 - October 2001
New Horizons CLC July 1993 - June 1995
Information Products of New York September 1987 - July 1993
Skills
Process Improvement, Customer Service, Access, Management, Project Management, Microsoft Excel, Business Process..., Operations Coordinator, Microsoft Word, Administrative..., Recruiting, PowerPoint, Outlook, PeopleSoft, Microsoft Office, Word, Excel, Adobe Acrobat, Adapt, Publisher, Organizing, Accounts Payable, Accounts Receivable, Administrative Support, Office Administration, Documentation, CRM software, Project Coordinator, New Hire Orientation, Training New Hires, Mentoring Of Staff, Executive Support, Mentoring New Hires, Supervisory Skills, Coordinating Events, Administrative...
Education
Monroe College 2000 — 2000
Bachelor's, Information Systems
DeWitt Stern October 2014 - Present
Resources Global Professionals May 2004 - October 2014
Edison Schools December 2002 - May 2004
Morgan Stanley April 2002 - December 2002
NYU School of Medicine December 2001 - April 2002
Ernst & Young January 1996 - October 2001
New Horizons CLC July 1993 - June 1995
Information Products of New York September 1987 - July 1993
Skills
Process Improvement, Customer Service, Access, Management, Project Management, Microsoft Excel, Business Process..., Operations Coordinator, Microsoft Word, Administrative..., Recruiting, PowerPoint, Outlook, PeopleSoft, Microsoft Office, Word, Excel, Adobe Acrobat, Adapt, Publisher, Organizing, Accounts Payable, Accounts Receivable, Administrative Support, Office Administration, Documentation, CRM software, Project Coordinator, New Hire Orientation, Training New Hires, Mentoring Of Staff, Executive Support, Mentoring New Hires, Supervisory Skills, Coordinating Events, Administrative...
Education
Monroe College 2000 — 2000
Bachelor's, Information Systems
Andrew Musella's Morgan Stanley Experience April 1996 - Present
Job Information Technology Executive
Industry Information Technology and Services
Experience
Morgan Stanley April 1996 - Present
Ilex Systems June 1990 - April 1996
Teledyne Brown Engineering May 1986 - June 1990
Education
Monmouth University 1988 — 1990
MS, Master of Software Engineering
Saint Peter's University 1982 — 1986
BS
Morgan Stanley April 1996 - Present
Ilex Systems June 1990 - April 1996
Teledyne Brown Engineering May 1986 - June 1990
Education
Monmouth University 1988 — 1990
MS, Master of Software Engineering
Saint Peter's University 1982 — 1986
BS
Morris Kulp's Morgan Stanley Experience June 2007 - October 2007
Job Quality Control/Inventory Management Administrator
Industry Telecommunications
Experience
BJ's Wholesale Club June 2009 - Present
Time Warner Cable October 2008 - January 2009
Morgan Stanley June 2007 - October 2007
Education
Monroe College 1993 — 1998
Bachelors, Accounting
BJ's Wholesale Club June 2009 - Present
Time Warner Cable October 2008 - January 2009
Morgan Stanley June 2007 - October 2007
Education
Monroe College 1993 — 1998
Bachelors, Accounting
Terry Smith's Morgan Stanley Experience August 2002 - August 2006
Job CEO at Rushmore Loan Management Services, LLP
Industry Investment Management
Experience
Rushmore Loan Management Services, LLP August 2010 - Present
Roosevelt Management Company May 2008 - Present
Ellington management group April 2007 - May 2008
Morgan Stanley August 2002 - August 2006
Litton Loan Servicing March 1997 - August 2002
Bear Stearns/Emc Mortgage December 1985 - March 1997
howell golf course 1978 - 1985
Education
Monmouth University 1981 — 1986
Finance
Rushmore Loan Management Services, LLP August 2010 - Present
Roosevelt Management Company May 2008 - Present
Ellington management group April 2007 - May 2008
Morgan Stanley August 2002 - August 2006
Litton Loan Servicing March 1997 - August 2002
Bear Stearns/Emc Mortgage December 1985 - March 1997
howell golf course 1978 - 1985
Education
Monmouth University 1981 — 1986
Finance
Dan Seely's Morgan Stanley Experience January 1987 - Present
Job Senior Vice PresidentWealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley January 1987 - Present
Education
Missouri State University 1977 — 1981
bs, finance
UBS November 2008 - Present
Morgan Stanley January 1987 - Present
Education
Missouri State University 1977 — 1981
bs, finance
Jeff DeCrescenzo's Morgan Stanley Experience January 2010 - Present
Job VP Quality Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
UBS Wealth Management December 1996 - April 2009
Telcordia Technologies June 1981 - December 1996
Education
Monmouth University 1988 — 1991
BS, Computer Science
Morgan Stanley January 2010 - Present
UBS Wealth Management December 1996 - April 2009
Telcordia Technologies June 1981 - December 1996
Education
Monmouth University 1988 — 1991
BS, Computer Science
Daniel Kanner's Morgan Stanley Experience July 2012 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley July 2012 - Present
Credit Suisse July 2010 - May 2012
Merrill Lynch April 2007 - April 2010
Deutsche Asset Management May 2005 - April 2007
Deutsche Bank October 2003 - May 2005
Deutsche Bank November 2000 - October 2003
Skills
Finance
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Monmouth University 1987 — 1991
BS, Accounting
Morgan Stanley July 2012 - Present
Morgan Stanley July 2012 - Present
Credit Suisse July 2010 - May 2012
Merrill Lynch April 2007 - April 2010
Deutsche Asset Management May 2005 - April 2007
Deutsche Bank October 2003 - May 2005
Deutsche Bank November 2000 - October 2003
Skills
Finance
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Monmouth University 1987 — 1991
BS, Accounting
Todd Vralsted's Morgan Stanley Experience December 1995 - January 2001
Job Senior Vice PresidentWealth Management/Wealth Advisor at UBS Financial Services
Industry Investment Management
Experience
UBS August 2009 - Present
UBS Financial Services January 2001 - Present
Piper Jaffray January 2001 - August 2006
Morgan Stanley December 1995 - January 2001
US Army February 1989 - February 1995
Education
Montana State University-Billings 1992 — 1995
BS, Business
UBS August 2009 - Present
UBS Financial Services January 2001 - Present
Piper Jaffray January 2001 - August 2006
Morgan Stanley December 1995 - January 2001
US Army February 1989 - February 1995
Education
Montana State University-Billings 1992 — 1995
BS, Business
Alice Glover McKeon's Morgan Stanley Experience July 2005 - May 2006
Job Vice President Healthcare Investment Banking at Network 1 Financial Securities, Inc.
Industry Financial Services
Experience
Network 1 Financial Securities October 2011 - Present
Twin Lights Capital, LLC October 2009 - Present
Lighthouse Business Group November 2009 - Present
SFG Securities, Inc. June 2006 - October 2009
Morgan Stanley July 2005 - May 2006
Glover Health Care Communications, Inc. October 1991 - June 2005
Skills
Equities, Investment Banking, IPO, Commercial Finance, Corporate Finance, Securities, Business Planning, Capital, Financial Advisory, Series 79, Hedge Funds, Series 7, Venture Capital, FINRA, Start-ups, Series 66, Debt, Series 31, Investments, Private Equity, Uniform Combined State..., Management, Mergers & Acquisitions
Education
Teachers College of Columbia University 1984 — 1986
MS, Applied Physiology and Nutrition
Monmouth University 1979 — 1981
BS, Psychology
Rutgers University-New Brunswick 1977 — 1979
Mater Dei Prep
Network 1 Financial Securities October 2011 - Present
Twin Lights Capital, LLC October 2009 - Present
Lighthouse Business Group November 2009 - Present
SFG Securities, Inc. June 2006 - October 2009
Morgan Stanley July 2005 - May 2006
Glover Health Care Communications, Inc. October 1991 - June 2005
Skills
Equities, Investment Banking, IPO, Commercial Finance, Corporate Finance, Securities, Business Planning, Capital, Financial Advisory, Series 79, Hedge Funds, Series 7, Venture Capital, FINRA, Start-ups, Series 66, Debt, Series 31, Investments, Private Equity, Uniform Combined State..., Management, Mergers & Acquisitions
Education
Teachers College of Columbia University 1984 — 1986
MS, Applied Physiology and Nutrition
Monmouth University 1979 — 1981
BS, Psychology
Rutgers University-New Brunswick 1977 — 1979
Mater Dei Prep
Matthew Rosenbloom's Morgan Stanley Experience October 2007 - May 2008
Job Real Estate Development Associate at GFI Development
Industry Real Estate
Experience
GFI Development June 2012 - Present
The Brookhill Group May 2012 - June 2012
Helios Capital Advisors February 2012 - June 2012
NYU Schack Institute of Real Estate May 2011 - December 2011
Commercial Property Advisors November 2008 - December 2011
Commercial Property Advisors November 2008 - December 2011
Morgan Stanley October 2007 - May 2008
University of Michigan Football February 2005 - April 2007
Madison Square Garden May 2005 - August 2005
Commonwealth Land and May 2004 - June 2005
Skills
Microsoft Office Suite, Argus, CoStar, Photoshop, Real Estate, Real Estate Development, Financial Analysis, Valuation, Market Research, Sports
Education
New York University 2010 — 2011
Masters, Real Estate, 3.75
Monmouth University 2008 — 2009
Graduate Certificate, Real Estate, 3.94
University of Michigan 2003 — 2007
BA, Sport Management
GFI Development June 2012 - Present
The Brookhill Group May 2012 - June 2012
Helios Capital Advisors February 2012 - June 2012
NYU Schack Institute of Real Estate May 2011 - December 2011
Commercial Property Advisors November 2008 - December 2011
Commercial Property Advisors November 2008 - December 2011
Morgan Stanley October 2007 - May 2008
University of Michigan Football February 2005 - April 2007
Madison Square Garden May 2005 - August 2005
Commonwealth Land and May 2004 - June 2005
Skills
Microsoft Office Suite, Argus, CoStar, Photoshop, Real Estate, Real Estate Development, Financial Analysis, Valuation, Market Research, Sports
Education
New York University 2010 — 2011
Masters, Real Estate, 3.75
Monmouth University 2008 — 2009
Graduate Certificate, Real Estate, 3.94
University of Michigan 2003 — 2007
BA, Sport Management
Braden Mulkeen's Morgan Stanley Experience July 2009 - December 2010
Job Sales & Account Management at Bloomberg
Industry Financial Services
Experience
Bloomberg February 2012 - Present
Bloomberg January 2011 - February 2012
Morgan Stanley July 2009 - December 2010
Capstone Advisory Group June 2008 - August 2008
Morgan Stanley September 2007 - December 2007
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Equities, Derivatives, Licensed Real Estate...
Education
NYU School of Professional Studies 2014 — 2015
Real Estate Finance & Investment
Loyola University 2005 — 2009
Joseph A. Sellinger School, Business and Mgmt
Monash University 2008 — 2008
Bachelor of Business Administration, Finance
Glen Rock High School 2001 — 2005
Bloomberg February 2012 - Present
Bloomberg January 2011 - February 2012
Morgan Stanley July 2009 - December 2010
Capstone Advisory Group June 2008 - August 2008
Morgan Stanley September 2007 - December 2007
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Equities, Derivatives, Licensed Real Estate...
Education
NYU School of Professional Studies 2014 — 2015
Real Estate Finance & Investment
Loyola University 2005 — 2009
Joseph A. Sellinger School, Business and Mgmt
Monash University 2008 — 2008
Bachelor of Business Administration, Finance
Glen Rock High School 2001 — 2005
Jewels Levine's Morgan Stanley Experience June 1999 - June 2000
Job Professional
Industry Information Technology and Services
Experience
Adecco Group April 2008 - 2013
Thomson Reuters May 2009 - December 2011
Thomson Reuters April 2008 - May 2009
UBS April 2007 - November 2007
Deutsche Bank June 2005 - April 2007
Citi June 2000 - March 2005
Morgan Stanley June 1999 - June 2000
Prudential Financial May 1997 - June 1999
Education
Monroe College
Criminal Justice, Legal Studies, General
Adecco Group April 2008 - 2013
Thomson Reuters May 2009 - December 2011
Thomson Reuters April 2008 - May 2009
UBS April 2007 - November 2007
Deutsche Bank June 2005 - April 2007
Citi June 2000 - March 2005
Morgan Stanley June 1999 - June 2000
Prudential Financial May 1997 - June 1999
Education
Monroe College
Criminal Justice, Legal Studies, General
Bill Worfolk, CIMA®'s Morgan Stanley Experience February 2005 - March 2008
Job Investment Platform Division at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2015 - Present
New York Life Investments March 2008 - August 2015
Morgan Stanley February 2005 - March 2008
Skills
Mutual Funds, Separately Managed..., Hedge Funds, Fund Of Funds, Private Equity, Asset Management, Asset Allocation, Series 7, Series 66, Investments, CIMA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Monmouth University 2000 — 2004
BSBA, Finance and Mgmt
Franklin Templeton Investments September 2015 - Present
New York Life Investments March 2008 - August 2015
Morgan Stanley February 2005 - March 2008
Skills
Mutual Funds, Separately Managed..., Hedge Funds, Fund Of Funds, Private Equity, Asset Management, Asset Allocation, Series 7, Series 66, Investments, CIMA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Monmouth University 2000 — 2004
BSBA, Finance and Mgmt
Kate de Gennaro, QPA, QKA's Morgan Stanley Experience June 2006 - December 2007
Job Business Manager at Zenith Precision Inc.
Industry Financial Services
Experience
Zenith Precision Inc. February 2015 - Present
The Segal Group March 2013 - March 2015
Preferred Pension Planning Corporation November 2009 - March 2013
Lord Abbett December 2007 - October 2009
Morgan Stanley June 2006 - December 2007
Pershing June 2005 - August 2005
Skills
401k, Employee Benefits, Relationship Management, Financial Services
Education
Monmouth University 2002 — 2006
Business Administration, Marketing, Management
Zenith Precision Inc. February 2015 - Present
The Segal Group March 2013 - March 2015
Preferred Pension Planning Corporation November 2009 - March 2013
Lord Abbett December 2007 - October 2009
Morgan Stanley June 2006 - December 2007
Pershing June 2005 - August 2005
Skills
401k, Employee Benefits, Relationship Management, Financial Services
Education
Monmouth University 2002 — 2006
Business Administration, Marketing, Management
Nazeea Rahman, MBA's Morgan Stanley Experience July 2013 - Present
Job Hedge Fund Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Wells Fargo Investments January 2010 - May 2013
Bankers Trust January 2008 - December 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Banking, Risk Management, Portfolio Management, Securities, Business Analysis, Credit, MS Excel Pivot Tables, Account Reconciliation, Process Improvement, Investment Banking, Hedge Funds, Cash Management, Operational Due..., Alternative Investments, Mutual Funds, Private Equity, Trade Compliance
Education
Southern Connecticut State University 2011 — 2013
MBA
Minnesota State University, Moorhead 2005 — 2009
Bachelor of Science (B.S.)
Morgan Stanley July 2013 - Present
Wells Fargo Investments January 2010 - May 2013
Bankers Trust January 2008 - December 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Banking, Risk Management, Portfolio Management, Securities, Business Analysis, Credit, MS Excel Pivot Tables, Account Reconciliation, Process Improvement, Investment Banking, Hedge Funds, Cash Management, Operational Due..., Alternative Investments, Mutual Funds, Private Equity, Trade Compliance
Education
Southern Connecticut State University 2011 — 2013
MBA
Minnesota State University, Moorhead 2005 — 2009
Bachelor of Science (B.S.)
Jonathan Palcsesz's Morgan Stanley Experience June 2007 - November 2008
Job Independent Consultant
Industry Financial Services
Experience
Self Employed September 2014 - Present
Markit June 2013 - June 2014
Markit January 2011 - June 2013
S&P Capital IQ May 2010 - January 2011
TheMarkets.com November 2008 - May 2010
Morgan Stanley June 2007 - November 2008
Countrywide Full Spectrum Lending June 2006 - June 2007
Skills
Account Management, Relationship Management, Salesforce.com, Series 63, Business Development, Business Analysis, Microsoft Office, Microsoft Excel, Team Building, Finance, Product Development, Process Improvement, CRM, Financial Markets, Business Strategy, Market Data, Analytics, Equities, Financial Services, Product Management, Management
Education
Monmouth University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Self Employed September 2014 - Present
Markit June 2013 - June 2014
Markit January 2011 - June 2013
S&P Capital IQ May 2010 - January 2011
TheMarkets.com November 2008 - May 2010
Morgan Stanley June 2007 - November 2008
Countrywide Full Spectrum Lending June 2006 - June 2007
Skills
Account Management, Relationship Management, Salesforce.com, Series 63, Business Development, Business Analysis, Microsoft Office, Microsoft Excel, Team Building, Finance, Product Development, Process Improvement, CRM, Financial Markets, Business Strategy, Market Data, Analytics, Equities, Financial Services, Product Management, Management
Education
Monmouth University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Christopher Paling's Morgan Stanley Experience July 2007 - November 2011
Job Operations at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management May 2013 - Present
Advent Capital Management November 2010 - April 2013
Morgan Stanley July 2007 - November 2011
Morgan Stanley January 2005 - July 2007
Morgan Stanley December 2003 - January 2005
Skills
Risk Management, Derivatives, Fixed Income, Equities, Trading, Bloomberg, Capital Markets, Securities, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management, Alternative Investments
Education
Monmouth University 2003 — 2005
MBA, FInannce
Monmouth University 1999 — 2003
Bachelors, Finance and Mathematics
Visium Asset Management May 2013 - Present
Advent Capital Management November 2010 - April 2013
Morgan Stanley July 2007 - November 2011
Morgan Stanley January 2005 - July 2007
Morgan Stanley December 2003 - January 2005
Skills
Risk Management, Derivatives, Fixed Income, Equities, Trading, Bloomberg, Capital Markets, Securities, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management, Alternative Investments
Education
Monmouth University 2003 — 2005
MBA, FInannce
Monmouth University 1999 — 2003
Bachelors, Finance and Mathematics
Donald Wancho's Morgan Stanley Experience August 2013 - Present
Job Administrative Coordinator at Morgan Stanley
Industry Hospitality
Experience
Morgan Stanley August 2013 - Present
King Cole Audio Visual Service, Inc. September 1999 - August 2013
Marsh USA November 1994 - August 1999
Tascor at IBM Corporation August 1991 - November 1994
Education
SUNY Empire State College 2012 — 2014
Bachelor of Business, Management and Economics
Monroe College 1989 — 1991
Associate
Morgan Stanley August 2013 - Present
King Cole Audio Visual Service, Inc. September 1999 - August 2013
Marsh USA November 1994 - August 1999
Tascor at IBM Corporation August 1991 - November 1994
Education
SUNY Empire State College 2012 — 2014
Bachelor of Business, Management and Economics
Monroe College 1989 — 1991
Associate
Terrance Moriarty's Morgan Stanley Experience January 2000 - January 2001
Job Terrance Moriarty
Industry Financial Services
Experience
LB April 2012 - Present
AGS Specialist Partners February 1998 - February 2001
Morgan Stanley January 2000 - January 2001
Rumson Capital Hedge Fund January 1994 - January 1996
Education
Monmouth University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Providence College 1992 — 1996
BA, Business/liberal arts
Shore
LB April 2012 - Present
AGS Specialist Partners February 1998 - February 2001
Morgan Stanley January 2000 - January 2001
Rumson Capital Hedge Fund January 1994 - January 1996
Education
Monmouth University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Providence College 1992 — 1996
BA, Business/liberal arts
Shore
Deborah Carter's Morgan Stanley Experience September 1999 - November 2008
Job Financial Services Representative at COUNTRY Financial
Industry Financial Services
Experience
COUNTRY Financial April 2010 - Present
Morgan Stanley September 1999 - November 2008
Skills
Life Insurance, Retirement Planning, IRAs, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Strategic Financial..., Financial Services, Insurance, Long-term Care, Finance, Health Insurance, Securities, Whole Life, Financial Planners, Term Life Insurance, Universal Life, 401k, Mutual Funds, Homeowners, Investments, Estate Planning, Wealth Management, General Insurance, Underwriting, Small Business, Wealth, Financial Planning, Commercial Insurance, Property & Casualty...
Education
Mankato State University
BS, Theater/Business
Minnesota State University, Mankato
COUNTRY Financial April 2010 - Present
Morgan Stanley September 1999 - November 2008
Skills
Life Insurance, Retirement Planning, IRAs, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Strategic Financial..., Financial Services, Insurance, Long-term Care, Finance, Health Insurance, Securities, Whole Life, Financial Planners, Term Life Insurance, Universal Life, 401k, Mutual Funds, Homeowners, Investments, Estate Planning, Wealth Management, General Insurance, Underwriting, Small Business, Wealth, Financial Planning, Commercial Insurance, Property & Casualty...
Education
Mankato State University
BS, Theater/Business
Minnesota State University, Mankato
Dale Roberts's Morgan Stanley Experience July 2014 - Present
Job Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Skills
PMO, Project Management, Stakeholder Management, Portfolio Management, Requirements Gathering, Analysis, Business Requirements, Demand Management, Portfolio Analysis, Change Management, Risk Management, Program Management, Management, Quality Assurance, Project Portfolio..., Governance, Agile Project Management
Education
Scrum Alliance 2015 — 2015
Certified ScrumMaster
APMG - International 2012 — 2012
PRINCE 2 Foundation Course
Monash University 2005 — 2007
Economics, Business Systems
Morgan Stanley July 2014 - Present
Skills
PMO, Project Management, Stakeholder Management, Portfolio Management, Requirements Gathering, Analysis, Business Requirements, Demand Management, Portfolio Analysis, Change Management, Risk Management, Program Management, Management, Quality Assurance, Project Portfolio..., Governance, Agile Project Management
Education
Scrum Alliance 2015 — 2015
Certified ScrumMaster
APMG - International 2012 — 2012
PRINCE 2 Foundation Course
Monash University 2005 — 2007
Economics, Business Systems
Douglas Rossback's Morgan Stanley Experience November 2011 - February 2015
Job Director Morgan Stanley Trust
Industry Financial Services
Experience
Morgan Stanley November 2011 - February 2015
UBS June 2006 - June 2011
UBS June 2006 - June 2011
Subaru of America February 2005 - June 2006
Citigroup April 2000 - June 2003
Metromedia Company – NY/NJ Metrostars January 1999 - April 2000
Emerging Professional Sports Teams Inc. – NJ Red Dogs March 1997 - January 1999
Education
Monmouth University 1993 — 1995
BS, Management-Finance
Ocean Township
Morgan Stanley November 2011 - February 2015
UBS June 2006 - June 2011
UBS June 2006 - June 2011
Subaru of America February 2005 - June 2006
Citigroup April 2000 - June 2003
Metromedia Company – NY/NJ Metrostars January 1999 - April 2000
Emerging Professional Sports Teams Inc. – NJ Red Dogs March 1997 - January 1999
Education
Monmouth University 1993 — 1995
BS, Management-Finance
Ocean Township
Naomi Rhodes's Morgan Stanley Experience October 2007 - February 2012
Job Financial Advisor / CRPC® at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC February 2012 - Present
Morgan Stanley October 2007 - February 2012
Capital Institutional Services, Inc. (CAPIS) July 2006 - October 2007
Skills
Wealth Preservation..., Wealth Strategies, Wealth Transfer, Retirement Planning, Estate Planning, Risk Management, Client Services, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership
Education
The University of Texas at Arlington 2001 — 2004
Bachelor of Arts (BA)
Mississippi State University 2000 — 2001
Wells Fargo Advisors LLC February 2012 - Present
Morgan Stanley October 2007 - February 2012
Capital Institutional Services, Inc. (CAPIS) July 2006 - October 2007
Skills
Wealth Preservation..., Wealth Strategies, Wealth Transfer, Retirement Planning, Estate Planning, Risk Management, Client Services, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership
Education
The University of Texas at Arlington 2001 — 2004
Bachelor of Arts (BA)
Mississippi State University 2000 — 2001
Felicia Oon's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Kota Global Securities January 2012 - May 2014
Skills
Microsoft Office, PowerPoint, Capital Markets, Microsoft Excel, Financial Analysis, Finance, Corporate Development, Investments, Corporate Finance
Education
Monash University 2010 — 2011
Master's Degree, Applied Finance
Monash University 2007 — 2010
Bachelor's Degree, Business (Banking & Finance)
Morgan Stanley June 2014 - Present
Kota Global Securities January 2012 - May 2014
Skills
Microsoft Office, PowerPoint, Capital Markets, Microsoft Excel, Financial Analysis, Finance, Corporate Development, Investments, Corporate Finance
Education
Monash University 2010 — 2011
Master's Degree, Applied Finance
Monash University 2007 — 2010
Bachelor's Degree, Business (Banking & Finance)
Patrice Hodge's Morgan Stanley Experience AuditorPwCSeptember 2007 - April 2010
Job Internal Audit Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley AuditorPwCSeptember 2007 - April 2010
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Internal Controls
Education
Monroe College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley AuditorPwCSeptember 2007 - April 2010
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Internal Controls
Education
Monroe College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Francis Heine's Morgan Stanley Experience August 1984 - July 2011
Job Managing Director at BTIG
Industry Capital Markets
Experience
BTIG October 2011 - Present
Morgan Stanley August 1984 - July 2011
Education
Monmouth University 1981 — 1984
BS, Finance
BTIG October 2011 - Present
Morgan Stanley August 1984 - July 2011
Education
Monmouth University 1981 — 1984
BS, Finance
Brad Callen, CFP®, CAIA, ChFC, CLU's Morgan Stanley Experience October 1996 - June 1998
Job Financial Services Executive | Certified Financial Planner ™
Industry Investment Management
Experience
B.B. Graham & Co. October 2010 - Present
B.B. Graham & Co. October 2010 - Present
BC Alternatives, LLC February 2007 - Present
Financial Partners Credit Union September 2008 - October 2010
DFC Investor Services March 2001 - March 2009
IFMG October 2007 - April 2008
Financial Industry Regulatory Authority (NASD) June 1998 - April 2001
WM Financial Services June 1998 - June 1999
Morgan Stanley October 1996 - June 1998
Skills
Investments, Mutual Funds, Options, Financial Planning, Insurance, Retirement Planning, Arbitration, CLU, Securities, Financial Markets, Investment Advisory, Asset Management, Wealth Management, Trading, Executive Management, Asset, Equities, Series 7, Compliance, FINRA, Dividends, Financial Services, Fixed Annuities
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
Missouri Southern State University
B.S. / B.A.
The American College
CFP ® , ChFC, CLU
B.B. Graham & Co. October 2010 - Present
B.B. Graham & Co. October 2010 - Present
BC Alternatives, LLC February 2007 - Present
Financial Partners Credit Union September 2008 - October 2010
DFC Investor Services March 2001 - March 2009
IFMG October 2007 - April 2008
Financial Industry Regulatory Authority (NASD) June 1998 - April 2001
WM Financial Services June 1998 - June 1999
Morgan Stanley October 1996 - June 1998
Skills
Investments, Mutual Funds, Options, Financial Planning, Insurance, Retirement Planning, Arbitration, CLU, Securities, Financial Markets, Investment Advisory, Asset Management, Wealth Management, Trading, Executive Management, Asset, Equities, Series 7, Compliance, FINRA, Dividends, Financial Services, Fixed Annuities
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
Missouri Southern State University
B.S. / B.A.
The American College
CFP ® , ChFC, CLU
Laura Nishimura's Morgan Stanley Experience July 2007 - February 2011
Job Executive Administrative Assistant at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group August 2011 - February 2015
Morgan Stanley July 2007 - February 2011
Dr. Shinmori Optometry August 2003 - August 2007
Skills
Travel Arrangements, Administration, Microsoft Excel, Telephone Skills, Executive..., Customer Service, Data Entry, PowerPoint, Expense Reports
Education
Mission College
Fortress Investment Group August 2011 - February 2015
Morgan Stanley July 2007 - February 2011
Dr. Shinmori Optometry August 2003 - August 2007
Skills
Travel Arrangements, Administration, Microsoft Excel, Telephone Skills, Executive..., Customer Service, Data Entry, PowerPoint, Expense Reports
Education
Mission College
Josephine Rosenberg's Morgan Stanley Experience December 2007 - Present
Job Vice President, Morgan Stanley, Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley February 1999 - November 2007
Education
Molloy College
Bachelor's Degree
Morgan Stanley December 2007 - Present
Morgan Stanley February 1999 - November 2007
Education
Molloy College
Bachelor's Degree
Gregory Compa's Morgan Stanley Experience September 2008 - May 2010
Job Chief Compliance Officer, SEF at ICAP
Industry Financial Services
Experience
ICAP December 2012 - Present
Barclays May 2010 - December 2012
Morgan Stanley September 2008 - May 2010
Lehman Brothers April 2007 - September 2008
Commodity Futures Trading Commission August 2001 - April 2007
Skills
Capital Markets, Commodity, Derivatives, Financial Regulation, Futures, Corporate Governance, AML, Dodd-Frank, Financial Services, Financial Markets, Securities Regulation
Education
Pace University School of Law 1998 — 2001
Doctor of Law (JD)
Monmouth University 1994 — 1998
Bachelor of Arts (BA), History
ICAP December 2012 - Present
Barclays May 2010 - December 2012
Morgan Stanley September 2008 - May 2010
Lehman Brothers April 2007 - September 2008
Commodity Futures Trading Commission August 2001 - April 2007
Skills
Capital Markets, Commodity, Derivatives, Financial Regulation, Futures, Corporate Governance, AML, Dodd-Frank, Financial Services, Financial Markets, Securities Regulation
Education
Pace University School of Law 1998 — 2001
Doctor of Law (JD)
Monmouth University 1994 — 1998
Bachelor of Arts (BA), History
Jonathon Thompson's Morgan Stanley Experience November 2012 - Present
Job Legal & Compliance Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
FMC / TMC / Nations REO May 2004 - October 2012
Skills
Mortgage Servicing, Real Estate Transactions, Due Diligence, Asset Management, Bankruptcy, Financial Structuring, Mortgage Lending, AML, Loans, Portfolio Management, Corporate Governance, Mortgage Banking, Credit, Finance
Education
University of Missouri-Kansas City School of Law 2003 — 2006
Doctor of Law (J.D.)
Missouri State University 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Morgan Stanley November 2012 - Present
FMC / TMC / Nations REO May 2004 - October 2012
Skills
Mortgage Servicing, Real Estate Transactions, Due Diligence, Asset Management, Bankruptcy, Financial Structuring, Mortgage Lending, AML, Loans, Portfolio Management, Corporate Governance, Mortgage Banking, Credit, Finance
Education
University of Missouri-Kansas City School of Law 2003 — 2006
Doctor of Law (J.D.)
Missouri State University 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Bob Sculthorpe's Morgan Stanley Experience January 1999 - January 2003
Job
Industry Investment Management
Experience
Morgan Stanley January 1999 - January 2003
Education
Monmouth University 1958 — 1963
Bachelor's Degree, Business Administration
Morgan Stanley January 1999 - January 2003
Education
Monmouth University 1958 — 1963
Bachelor's Degree, Business Administration
Brian Saxon's Morgan Stanley Experience May 2011 - May 2013
Job Assistant Branch Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car May 2013 - Present
Morgan Stanley May 2011 - May 2013
Education
Mississippi College
Bachelors in Business Administration
Enterprise Rent-A-Car May 2013 - Present
Morgan Stanley May 2011 - May 2013
Education
Mississippi College
Bachelors in Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS