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
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Morgan Stanley Employees
Employee
Years
Job
Industry
Joseph Wyda Joseph Wyda's Morgan Stanley Experience July 2005 - April 2011
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Statoil April 2011 - May 2015
Morgan Stanley July 2005 - April 2011
Dreyfus June 2003 - July 2005
Skills
Financial Analysis, Financial Modeling, Equities, Microsoft Excel, Sarbanes-Oxley Act, Derivatives, Fixed Income, Financial Reporting, Capital Markets, Valuation, Risk Management, Bloomberg, Investment Banking, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Science, Accounting
Fordham University 1998 — 2002
Bachelor of Science, Finance
Bank of America Merrill Lynch May 2015 - Present
Statoil April 2011 - May 2015
Morgan Stanley July 2005 - April 2011
Dreyfus June 2003 - July 2005
Skills
Financial Analysis, Financial Modeling, Equities, Microsoft Excel, Sarbanes-Oxley Act, Derivatives, Fixed Income, Financial Reporting, Capital Markets, Valuation, Risk Management, Bloomberg, Investment Banking, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Science, Accounting
Fordham University 1998 — 2002
Bachelor of Science, Finance
Gwendolyn Bartlett Gwendolyn Bartlett's Morgan Stanley Experience May 2009 - October 2011
Job Creative Benefits Communications and Financial Management Professional
Industry Financial Services
Experience
Societe Generale Securities Services May 2012 - October 2012
Morgan Stanley May 2009 - October 2011
Morgan Stanley March 2008 - April 2009
Prudential Financial March 2005 - December 2007
Prudential Financial September 2002 - February 2005
Skills
Employee Benefits, PeopleSoft, Insurance, Benefits Administration, Human Resources, Onboarding, Outlook, Employee Relations, Customer Service, Microsoft Office, Leave of Absence, Corporate Communications, Retirement Benefits, Health Insurance, Risk Management, Vendor Management
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Master of Science (MS), Finance
New York University 2004 — 2006
Bachelor of Science, Leadership and Management Studies; Organizational Management and Development (Business)
Societe Generale Securities Services May 2012 - October 2012
Morgan Stanley May 2009 - October 2011
Morgan Stanley March 2008 - April 2009
Prudential Financial March 2005 - December 2007
Prudential Financial September 2002 - February 2005
Skills
Employee Benefits, PeopleSoft, Insurance, Benefits Administration, Human Resources, Onboarding, Outlook, Employee Relations, Customer Service, Microsoft Office, Leave of Absence, Corporate Communications, Retirement Benefits, Health Insurance, Risk Management, Vendor Management
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Master of Science (MS), Finance
New York University 2004 — 2006
Bachelor of Science, Leadership and Management Studies; Organizational Management and Development (Business)
Gina Chen Gina Chen's Morgan Stanley Experience January 2013 - October 2014
Job MS in Taxation Student at Baruch College
Industry Accounting
Experience
PwC June 2015 - August 2015
EY January 2015 - April 2015
Morgan Stanley January 2013 - October 2014
Starlite Media December 2012 - January 2013
PH Professional Services, Inc. June 2012 - December 2012
Stony Brook Univeristy - Department of Facilities Operations January 2012 - May 2012
Lutheran Senior Services September 2009 - April 2010
Skills
Excel, PowerPoint, Word, Outlook, QuickBooks, Lacerte, 1099 Preparation, Spreadsheets, Sales Tax, Payroll Taxes, Cash Receipts, Pivot Tables, Microsoft Excel, Access, Queries, Relational Data Modeling, Microsoft Word, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stony Brook University 2010 — 2012
Bachelor of Science in Business Management, Accounting, Sophomore
PwC June 2015 - August 2015
EY January 2015 - April 2015
Morgan Stanley January 2013 - October 2014
Starlite Media December 2012 - January 2013
PH Professional Services, Inc. June 2012 - December 2012
Stony Brook Univeristy - Department of Facilities Operations January 2012 - May 2012
Lutheran Senior Services September 2009 - April 2010
Skills
Excel, PowerPoint, Word, Outlook, QuickBooks, Lacerte, 1099 Preparation, Spreadsheets, Sales Tax, Payroll Taxes, Cash Receipts, Pivot Tables, Microsoft Excel, Access, Queries, Relational Data Modeling, Microsoft Word, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stony Brook University 2010 — 2012
Bachelor of Science in Business Management, Accounting, Sophomore
Jenssenn Leuterio Jenssenn Leuterio's Morgan Stanley Experience May 2013 - Present
Job Client Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Citi February 2006 - January 2011
Citi February 2005 - February 2006
BELLE HAVEN INVESTMENTS, LLC June 2003 - December 2004
Circuit City January 1998 - March 2002
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA
Baruch College City University of New York ( CUNY )
BBA; Bachelor
Morgan Stanley May 2013 - Present
Citi February 2006 - January 2011
Citi February 2005 - February 2006
BELLE HAVEN INVESTMENTS, LLC June 2003 - December 2004
Circuit City January 1998 - March 2002
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA
Baruch College City University of New York ( CUNY )
BBA; Bachelor
Ibrah Bukenya Ibrah Bukenya's Morgan Stanley Experience September 2004 - August 2008
Job Managing Principal at EA FUTURES
Industry Investment Banking
Experience
EA FUTURES LLC January 2014 - Present
MetroHealth (UK) & Metropole Medical Centre (Uganda) April 2013 - Present
LIFT Uganda February 2009 - Present
The Financial Literacy Week Ltd August 2010 - Present
Clinton Global Initiative June 2013 - June 2013
Uganda Securities Exchange April 2009 - September 2012
East African Stock Exchanges Association March 2009 - September 2012
LIFT Uganda 2009 - 2011
Morgan Stanley September 2004 - August 2008
United States Senate January 2002 - September 2004
Skills
Securities, Investments, Hedge Funds, Fixed Income, Derivatives, Venture Capital, Investment Banking, Trading, Corporate Finance, Private Equity, Analysis, Capital Markets, Equities, Corporate Governance, Due Diligence, Emerging Markets, Banking, Business Strategy, Financial Markets, Risk Management, Finance, Management, Options, Financial Analysis, Credit Risk, Bloomberg, Business Planning, Financial Modeling, Project Management, Financial Advisory, Funding, Bonds, Investment Management, Mutual Funds, Mergers & Acquisitions, Economics, Valuation, Management Consulting, Strategic Financial..., Structured Finance, Project Finance, Portfolio Management, Commodity, Financial Risk, Asset Management, Wealth Management, Restructuring, Strategy, Financial Services, Leadership
Education
Harvard University
Graduate Program in Management, Energy Management
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Computer Information Science and International Business
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
BBA, Computer and Information Sciences & International Business
Kampala Parents School 1986 — 1992
PLE
EA FUTURES LLC January 2014 - Present
MetroHealth (UK) & Metropole Medical Centre (Uganda) April 2013 - Present
LIFT Uganda February 2009 - Present
The Financial Literacy Week Ltd August 2010 - Present
Clinton Global Initiative June 2013 - June 2013
Uganda Securities Exchange April 2009 - September 2012
East African Stock Exchanges Association March 2009 - September 2012
LIFT Uganda 2009 - 2011
Morgan Stanley September 2004 - August 2008
United States Senate January 2002 - September 2004
Skills
Securities, Investments, Hedge Funds, Fixed Income, Derivatives, Venture Capital, Investment Banking, Trading, Corporate Finance, Private Equity, Analysis, Capital Markets, Equities, Corporate Governance, Due Diligence, Emerging Markets, Banking, Business Strategy, Financial Markets, Risk Management, Finance, Management, Options, Financial Analysis, Credit Risk, Bloomberg, Business Planning, Financial Modeling, Project Management, Financial Advisory, Funding, Bonds, Investment Management, Mutual Funds, Mergers & Acquisitions, Economics, Valuation, Management Consulting, Strategic Financial..., Structured Finance, Project Finance, Portfolio Management, Commodity, Financial Risk, Asset Management, Wealth Management, Restructuring, Strategy, Financial Services, Leadership
Education
Harvard University
Graduate Program in Management, Energy Management
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Computer Information Science and International Business
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
BBA, Computer and Information Sciences & International Business
Kampala Parents School 1986 — 1992
PLE
Joseph Cirabisi Joseph Cirabisi's Morgan Stanley Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
The National September 11 Memorial & Museum November 2014 - Present
Board of Elections in the City of New York November 2011 - Present
AEG Mangement Brooklyn ,LLC February 2013 - September 2013
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
Dean Witter Reynolds Inc 1988 - 2002
CBS Corporation 1984 - 1988
Skills
Financial Analysis, Financial Modeling, Equities, Risk Management, Accounting, Financial Services, Financial Reporting, Fixed Income, Finance, Corporate Finance
Education
Baruch College, City University of New York (CUNY)
The National September 11 Memorial & Museum November 2014 - Present
Board of Elections in the City of New York November 2011 - Present
AEG Mangement Brooklyn ,LLC February 2013 - September 2013
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
Dean Witter Reynolds Inc 1988 - 2002
CBS Corporation 1984 - 1988
Skills
Financial Analysis, Financial Modeling, Equities, Risk Management, Accounting, Financial Services, Financial Reporting, Fixed Income, Finance, Corporate Finance
Education
Baruch College, City University of New York (CUNY)
Jan Sirota Jan Sirota's Morgan Stanley Experience 1987 - 1989
Job Chairman at Therapy Motions
Industry Financial Services
Experience
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Therapy Motions 2009 - Present
Sage Advisors, LLC 2006 - Present
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Safe Place and Rape Crisis Center (SPARCC) 2014 - 2014
Raymond James & Associates, Inc 1996 - 2005
Bear Stearns 1989 - 1996
Morgan Stanley 1987 - 1989
Lehman Brothers 1984 - 1987
Citicorp 1974 - 1984
Pfizer 1972 - 1974
Skills
Corporate Finance, Business Strategy, Strategic Planning, Negotiation, Mergers & Acquisitions, Capital, Capital Markets, Healthcare, Investments, Investment Banking, Leadership, Management, Finance, Banking, Financial Services, Strategy, Venture Capital, Start-ups, Executive Management, Marketing, Entrepreneurship, Private Equity, Business Planning, Corporate Development, Management Consulting, Strategic Partnerships, Restructuring, Business Development
Education
The George Washington University - School of Business 1965 — 1969
MBA, Computer Science
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Henry Ngai Henry Ngai's Morgan Stanley Experience December 2014 - Present
Job Tax Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley June 2013 - June 2014
Fitch Ratings March 2012 - May 2013
Skills
Microsoft Excel, Bloomberg, Corporate Tax, Financial Analysis, PowerPoint, Microsoft Word, Investments, Tax, Financial Modeling, Accounting, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Taxation
City University of New York-Baruch College 2009 — 2013
Bachelor's Degree, Accounting
Morgan Stanley December 2014 - Present
Morgan Stanley June 2013 - June 2014
Fitch Ratings March 2012 - May 2013
Skills
Microsoft Excel, Bloomberg, Corporate Tax, Financial Analysis, PowerPoint, Microsoft Word, Investments, Tax, Financial Modeling, Accounting, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Taxation
City University of New York-Baruch College 2009 — 2013
Bachelor's Degree, Accounting
James Chin James Chin's Morgan Stanley Experience June 2011 - September 2013
Job Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi October 2013 - March 2015
Morgan Stanley June 2011 - September 2013
Merrill Lynch December 2009 - May 2010
Skills
Risk Management, Wealth Management, Financial Services, Internal Audit, Business Analysis, Market Risk, Risk Assessment, Financial Products, Developing Client...
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Investments
Citi April 2015 - Present
Citi October 2013 - March 2015
Morgan Stanley June 2011 - September 2013
Merrill Lynch December 2009 - May 2010
Skills
Risk Management, Wealth Management, Financial Services, Internal Audit, Business Analysis, Market Risk, Risk Assessment, Financial Products, Developing Client...
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Investments
Jay Mani Jay Mani's Morgan Stanley Experience June 1991 - May 1992
Job Sales Specialist Enterprise Real Time & Platform at Thomson Reuters
Industry Capital Markets
Experience
Thomson Reuters February 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters September 2012 - Present
Thomson Reuters August 2010 - September 2012
Thomson Reuters September 2009 - August 2010
Thomson Reuters May 2004 - September 2009
Merrill Lynch, Pierce Fenner & Smith September 1998 - September 2001
Salomon Smith Barney February 1993 - September 1998
US Trust May 1992 - February 1993
Morgan Stanley June 1991 - May 1992
Skills
Fixed Income, Equities, Derivatives, Securities, Reference Data, Bonds, Swaps, CDS, Electronic Trading, Commodity, Financial Markets, Capital Markets, Market Data, Options, Trading, Trading Systems, Hedge Funds, Risk Management, Equity Derivatives, Technical Analysis, Credit Derivatives, ETFs, Business Development, Project Management, Salesforce.com, Finance, Product Management, Financial Services, Relationship Management, Business Analysis, FX Options, Investment Management, Analytics, Bloomberg, Low Latency, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Finance
City University of New York-Baruch College 1987 — 1991
BBA, Finance
Thomson Reuters February 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters September 2012 - Present
Thomson Reuters August 2010 - September 2012
Thomson Reuters September 2009 - August 2010
Thomson Reuters May 2004 - September 2009
Merrill Lynch, Pierce Fenner & Smith September 1998 - September 2001
Salomon Smith Barney February 1993 - September 1998
US Trust May 1992 - February 1993
Morgan Stanley June 1991 - May 1992
Skills
Fixed Income, Equities, Derivatives, Securities, Reference Data, Bonds, Swaps, CDS, Electronic Trading, Commodity, Financial Markets, Capital Markets, Market Data, Options, Trading, Trading Systems, Hedge Funds, Risk Management, Equity Derivatives, Technical Analysis, Credit Derivatives, ETFs, Business Development, Project Management, Salesforce.com, Finance, Product Management, Financial Services, Relationship Management, Business Analysis, FX Options, Investment Management, Analytics, Bloomberg, Low Latency, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Finance
City University of New York-Baruch College 1987 — 1991
BBA, Finance
Janet Rozario's Morgan Stanley Experience March 2015 - Present
Job IT Procurement Consultant
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Atos October 2012 - Present
Hecht May 2014 - December 2014
Eastside Dental Associates May 2007 - October 2012
Skills
Friendly Personality, Bilingual, Healthcare, Dental Care, Real Estate License, Project Management, Transition Management, Analysis, Customer Service, Management, Microsoft Office, Microsoft Word
Education
Baruch College 1998 — 2003
Bachelor of Business Administration (BBA), Computer Science
Morgan Stanley March 2015 - Present
Atos October 2012 - Present
Hecht May 2014 - December 2014
Eastside Dental Associates May 2007 - October 2012
Skills
Friendly Personality, Bilingual, Healthcare, Dental Care, Real Estate License, Project Management, Transition Management, Analysis, Customer Service, Management, Microsoft Office, Microsoft Word
Education
Baruch College 1998 — 2003
Bachelor of Business Administration (BBA), Computer Science
Jennifer Kuang Jennifer Kuang's Morgan Stanley Experience September 2011 - February 2013
Job
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2014 - Present
Barclays February 2013 - April 2014
Morgan Stanley September 2011 - February 2013
Lehman Brothers Holdings Inc. April 2007 - December 2010
CIBC WORLD MARKETS July 2006 - April 2007
Education
Baruch College 1995 — 2000
BBA, Finance and Investment
Sumitomo Mitsui Banking Corporation April 2014 - Present
Barclays February 2013 - April 2014
Morgan Stanley September 2011 - February 2013
Lehman Brothers Holdings Inc. April 2007 - December 2010
CIBC WORLD MARKETS July 2006 - April 2007
Education
Baruch College 1995 — 2000
BBA, Finance and Investment
Elhadji M. Sene Elhadji M. Sene's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Donate To Share June 2012 - Present
Whitsons Culinary Group March 2009 - May 2014
Morgan Stanley June 2013 - August 2013
Maritime Capital,LLC June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Access, Finance, Microsoft Word, Social Networking, Microsoft Office, Research, Management, Financial Reporting, Investment Banking, Financial Modeling, High Organizational..., Organized Multi-tasker, Photoshop, Analytics, Analysis, Data Analysis, Bloomberg, Nonprofits, Financial Risk, Corporate Finance, VBA, Visual Basic
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Investments
Morgan Stanley June 2014 - Present
Donate To Share June 2012 - Present
Whitsons Culinary Group March 2009 - May 2014
Morgan Stanley June 2013 - August 2013
Maritime Capital,LLC June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Access, Finance, Microsoft Word, Social Networking, Microsoft Office, Research, Management, Financial Reporting, Investment Banking, Financial Modeling, High Organizational..., Organized Multi-tasker, Photoshop, Analytics, Analysis, Data Analysis, Bloomberg, Nonprofits, Financial Risk, Corporate Finance, VBA, Visual Basic
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Investments
Eric Ulino Eric Ulino's Morgan Stanley Experience January 2015 - May 2015
Job Student at City University of New YorkBaruch College
Industry Marketing and Advertising
Experience
Xaxis September 2015 - Present
Manetta`s Fine Foods January 2007 - Present
Morgan Stanley January 2015 - May 2015
US Open August 2008 - September 2014
Pinnacle Industries June 2011 - August 2014
UBS Wealth Management October 2013 - December 2013
Skills
Teamwork, Microsoft Excel, Social Media, Management, Social Networking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor's degree, Business/Corporate Communications
Farmingdale State University of New York 2010 — 2011
Business, Management, Marketing, and Related Support Services
Xaxis September 2015 - Present
Manetta`s Fine Foods January 2007 - Present
Morgan Stanley January 2015 - May 2015
US Open August 2008 - September 2014
Pinnacle Industries June 2011 - August 2014
UBS Wealth Management October 2013 - December 2013
Skills
Teamwork, Microsoft Excel, Social Media, Management, Social Networking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor's degree, Business/Corporate Communications
Farmingdale State University of New York 2010 — 2011
Business, Management, Marketing, and Related Support Services
Edwin Gomez Edwin Gomez's Morgan Stanley Experience March 2013 - March 2013
Job Equity Research Summer Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - August 2014
Morgen, Evan & Company March 2014 - May 2014
J.P. Morgan November 2013 - November 2013
Barclays Investment Bank November 2013 - November 2013
KPMG US April 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Morgan Stanley March 2013 - March 2013
Baruch College January 2013 - January 2013
KPMG November 2012 - November 2012
Armadale Capital Inc August 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College (FLP)
Oppenheimer & Co. Inc. May 2014 - August 2014
Morgen, Evan & Company March 2014 - May 2014
J.P. Morgan November 2013 - November 2013
Barclays Investment Bank November 2013 - November 2013
KPMG US April 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Morgan Stanley March 2013 - March 2013
Baruch College January 2013 - January 2013
KPMG November 2012 - November 2012
Armadale Capital Inc August 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College (FLP)
James Kindred James Kindred's Morgan Stanley Experience May 2012 - August 2013
Job Recruiter at Michael Page
Industry Financial Services
Experience
Michael Page May 2014 - Present
Morgan Stanley May 2012 - August 2013
Skills
Recruiting, Private Equity, Real Estate, Sales, Salesforce.com, Sales Management, Corporate Finance, Technical Recruiting, Financial Recruiting, Corporate Recruiting
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Michael Page May 2014 - Present
Morgan Stanley May 2012 - August 2013
Skills
Recruiting, Private Equity, Real Estate, Sales, Salesforce.com, Sales Management, Corporate Finance, Technical Recruiting, Financial Recruiting, Corporate Recruiting
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Joanna Yang Joanna Yang's Morgan Stanley Experience December 2014 - Present
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
National Securities March 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML, Social Media, Pdf, Teamwork, Photoshop, Research, Event Planning, Customer Service
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Investments, 3.56
Macaulay Honors College 2011 — 2015
Southwestern University of Finance and Economics 2013 — 2014
Study Abroad
Morgan Stanley December 2014 - Present
National Securities March 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML, Social Media, Pdf, Teamwork, Photoshop, Research, Event Planning, Customer Service
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Investments, 3.56
Macaulay Honors College 2011 — 2015
Southwestern University of Finance and Economics 2013 — 2014
Study Abroad
Edward Tan Edward Tan's Morgan Stanley Experience March 2008 - November 2008
Job Alternative Investments
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking July 2015 - Present
PwC January 2013 - July 2015
JPMorgan Chase February 2012 - August 2012
New York City Council September 2009 - December 2009
Morgan Stanley March 2008 - November 2008
Skills
Alternative Investments, Investment Management, Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equities, Bloomberg, Portfolio Management, Mergers & Acquisitions, Deals, Market Research, Business Development, Business Strategy
Education
Harvard University 2010 — 2012
Masters, Finance & Management, Dean's List for Academic Achievement
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelors, Finance & Investments
Societe Generale Corporate and Investment Banking July 2015 - Present
PwC January 2013 - July 2015
JPMorgan Chase February 2012 - August 2012
New York City Council September 2009 - December 2009
Morgan Stanley March 2008 - November 2008
Skills
Alternative Investments, Investment Management, Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equities, Bloomberg, Portfolio Management, Mergers & Acquisitions, Deals, Market Research, Business Development, Business Strategy
Education
Harvard University 2010 — 2012
Masters, Finance & Management, Dean's List for Academic Achievement
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelors, Finance & Investments
Ellen Cheng Ellen Cheng's Morgan Stanley Experience July 2009 - February 2011
Job OTC Derivative Analyst
Industry Financial Services
Experience
Morgan Stanley July 2009 - February 2011
MRM Worldwide November 2008 - February 2009
KCSA Strategic Communications August 2008 - October 2008
Euro RSCG April 2007 - July 2008
Skills
Integrated Marketing, Interactive Marketing
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Bachelor, Business Administration; Marketing Management
Morgan Stanley July 2009 - February 2011
MRM Worldwide November 2008 - February 2009
KCSA Strategic Communications August 2008 - October 2008
Euro RSCG April 2007 - July 2008
Skills
Integrated Marketing, Interactive Marketing
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Bachelor, Business Administration; Marketing Management
Jane Klikfeld, SPHR Jane Klikfeld, SPHR's Morgan Stanley Experience September 2008 - September 2009
Job Human Resources at PwC
Industry Human Resources
Experience
PwC October 2010 - Present
Loeb and Troper November 2009 - October 2010
Morgan Stanley September 2008 - September 2009
RSM McGladrey September 2005 - September 2008
Computer Managers, Inc. May 1998 - August 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Onboarding, Human Resources, Management, Performance Management, Employee Benefits, HR Policies, Leadership, Deferred Compensation, Recruiting, Succession Planning, HRIS, College Recruiting, Employee Engagement, Personnel Management, Talent Development, Employment Law, Career Development..., Compensation & Benefit
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Management/Organizational Development
Pace University
BA, Psychology
PwC October 2010 - Present
Loeb and Troper November 2009 - October 2010
Morgan Stanley September 2008 - September 2009
RSM McGladrey September 2005 - September 2008
Computer Managers, Inc. May 1998 - August 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Onboarding, Human Resources, Management, Performance Management, Employee Benefits, HR Policies, Leadership, Deferred Compensation, Recruiting, Succession Planning, HRIS, College Recruiting, Employee Engagement, Personnel Management, Talent Development, Employment Law, Career Development..., Compensation & Benefit
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Management/Organizational Development
Pace University
BA, Psychology
Guy Magen Guy Magen's Morgan Stanley Experience December 2012 - June 2015
Job Private Banking
Industry Banking
Experience
Bank Leumi USA June 2015 - Present
Morgan Stanley December 2012 - June 2015
Morgan Stanley April 2010 - April 2012
Strike Technologies, LLC January 2009 - November 2009
BNP Paribas April 2008 - January 2009
Skills
Fixed Income, Investments, Bloomberg, Bonds, Series 7, series 66, Wealth Management, Wealth Management..., Equities, Derivatives, Securities, Capital Markets, Series 63, FINRA, Uniform Combined State..., Equity Trading, Financial Analysis, Portfolio Management, Trading
Education
Baruch College, Zicklin School of 2005 — 2008
Bachelor, Business Administration; Finance and Investments
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Bank Leumi USA June 2015 - Present
Morgan Stanley December 2012 - June 2015
Morgan Stanley April 2010 - April 2012
Strike Technologies, LLC January 2009 - November 2009
BNP Paribas April 2008 - January 2009
Skills
Fixed Income, Investments, Bloomberg, Bonds, Series 7, series 66, Wealth Management, Wealth Management..., Equities, Derivatives, Securities, Capital Markets, Series 63, FINRA, Uniform Combined State..., Equity Trading, Financial Analysis, Portfolio Management, Trading
Education
Baruch College, Zicklin School of 2005 — 2008
Bachelor, Business Administration; Finance and Investments
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Ellen Jin Ellen Jin's Morgan Stanley Experience June 2015 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Debtwire November 2013 - May 2014
Goldman Sachs September 2012 - September 2013
PrivCo June 2012 - August 2012
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Public Speaking, Finance, Analysis, Data Analysis, Financial Analysis
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Debtwire November 2013 - May 2014
Goldman Sachs September 2012 - September 2013
PrivCo June 2012 - August 2012
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Public Speaking, Finance, Analysis, Data Analysis, Financial Analysis
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Jordan Gellis Jordan Gellis's Morgan Stanley Experience February 2006 - May 2006
Job Senior Associate Insight Group at Herio Capital
Industry Accounting
Experience
Herio Capital January 2015 - Present
H&R Block January 2014 - April 2015
HG Financial Consulting LLC July 2011 - January 2015
Merchant Cash and Capital LLC November 2006 - November 2008
Morgan Stanley February 2006 - May 2006
Skills
QuickBooks, Accounting, Microsoft Excel, PowerPoint, Finance, Bloomberg, Access, Microsoft Word, Passed all 4 parts of..., Loans
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Science (M.S.), Accounting
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Mathematics and Economics
Herio Capital January 2015 - Present
H&R Block January 2014 - April 2015
HG Financial Consulting LLC July 2011 - January 2015
Merchant Cash and Capital LLC November 2006 - November 2008
Morgan Stanley February 2006 - May 2006
Skills
QuickBooks, Accounting, Microsoft Excel, PowerPoint, Finance, Bloomberg, Access, Microsoft Word, Passed all 4 parts of..., Loans
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Science (M.S.), Accounting
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Mathematics and Economics
Gisela Hung Gisela Hung's Morgan Stanley Experience June 2013 - May 2015
Job Operations Summer Analyst at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase June 2015 - Present
Morgan Stanley June 2013 - May 2015
Baruch College October 2012 - June 2013
Long Island University February 2012 - April 2013
Skills
Microsoft Excel, PowerPoint, Tax, QuickBooks, Outlook, Microsoft Word, Time Management, Data Entry, Accounts Payable, Access, Spreadsheets, Invoicing, Accounting, Teamwork, Financial Analysis, Microsoft Office
Education
Baruch College 2012 — 2015
JPMorgan Chase June 2015 - Present
Morgan Stanley June 2013 - May 2015
Baruch College October 2012 - June 2013
Long Island University February 2012 - April 2013
Skills
Microsoft Excel, PowerPoint, Tax, QuickBooks, Outlook, Microsoft Word, Time Management, Data Entry, Accounts Payable, Access, Spreadsheets, Invoicing, Accounting, Teamwork, Financial Analysis, Microsoft Office
Education
Baruch College 2012 — 2015
Ida Tong Ida Tong's Morgan Stanley Experience December 2009 - September 2011
Job
Industry Accounting
Experience
KPMG US July 2013 - Present
KPMG US October 2011 - June 2013
Morgan Stanley December 2009 - September 2011
Distinguished Programs Group May 2008 - December 2009
KPMG US June 2009 - July 2009
Skills
Accounting, Financial Reporting, US GAAP, Financial Accounting, Tax, Microsoft Excel, SEC filings, GAAP, Auditing, External Audit, Internal Controls, Big 4, CPA
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA
City University of New York-Baruch College - Zicklin School of Business
Master's degree
KPMG US July 2013 - Present
KPMG US October 2011 - June 2013
Morgan Stanley December 2009 - September 2011
Distinguished Programs Group May 2008 - December 2009
KPMG US June 2009 - July 2009
Skills
Accounting, Financial Reporting, US GAAP, Financial Accounting, Tax, Microsoft Excel, SEC filings, GAAP, Auditing, External Audit, Internal Controls, Big 4, CPA
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA
City University of New York-Baruch College - Zicklin School of Business
Master's degree
Ely Klompus Ely Klompus's Morgan Stanley Experience 2010 - 2012
Job Vice President Quality Engineering at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2013 - Present
Morgan Stanley 2010 - 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2007 - 2009
Wachovia Securities (Prudential Securities) 2003 - 2004
Prudential Securities 2000 - 2003
Skills
Management, Multi-cultural team..., Cross Functional Team..., Communication, Distributed Architecture, Software Quality..., Data Quality Assurance, SDLC, Process Improvement, Change Management, Governance, Internal Controls, Executive Reporting, Risk Management, Business Analysis, Black Box Testing, White Box Testing, Agile & Waterfall..., Regression Testing, Quality Center, Quality Assurance, Test Planning, Test Management, Vendor Management, Integration, Software Project..., IT Strategy, Requirements Analysis, Financial Services, Program Management, Project Management, Leadership
Education
Baruch College 1992 — 1994
Master of Business Administration (MBA), Economics, 3.4
Baruch College 1990 — 1992
Bachelor of Business Administration (BBA), Operations Management, 3.7
Moody's Investors Service July 2013 - Present
Morgan Stanley 2010 - 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2007 - 2009
Wachovia Securities (Prudential Securities) 2003 - 2004
Prudential Securities 2000 - 2003
Skills
Management, Multi-cultural team..., Cross Functional Team..., Communication, Distributed Architecture, Software Quality..., Data Quality Assurance, SDLC, Process Improvement, Change Management, Governance, Internal Controls, Executive Reporting, Risk Management, Business Analysis, Black Box Testing, White Box Testing, Agile & Waterfall..., Regression Testing, Quality Center, Quality Assurance, Test Planning, Test Management, Vendor Management, Integration, Software Project..., IT Strategy, Requirements Analysis, Financial Services, Program Management, Project Management, Leadership
Education
Baruch College 1992 — 1994
Master of Business Administration (MBA), Economics, 3.4
Baruch College 1990 — 1992
Bachelor of Business Administration (BBA), Operations Management, 3.7
Jeanie Sun's Morgan Stanley Experience June 2006 - March 2008
Job Client Specialist Asset Management at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2015 - Present
Thomson Reuters November 2011 - January 2015
HSBC Global Asset Management March 2008 - October 2011
Morgan Stanley June 2006 - March 2008
Morgan Stanley June 2005 - June 2006
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Equities, Bloomberg Terminal, Structured Products, Alternative Investments, Trading Systems, Bonds, FX Options, Capital Markets, Investment Management, Asset Allocation, Equity Derivatives, Emerging Markets, Credit Derivatives, Portfolio Management, Trading, Financial Markets, Asset Management
Education
Baruch College
BBA, Finance
Thomson Reuters January 2015 - Present
Thomson Reuters November 2011 - January 2015
HSBC Global Asset Management March 2008 - October 2011
Morgan Stanley June 2006 - March 2008
Morgan Stanley June 2005 - June 2006
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Equities, Bloomberg Terminal, Structured Products, Alternative Investments, Trading Systems, Bonds, FX Options, Capital Markets, Investment Management, Asset Allocation, Equity Derivatives, Emerging Markets, Credit Derivatives, Portfolio Management, Trading, Financial Markets, Asset Management
Education
Baruch College
BBA, Finance
Jason Vickery Jason Vickery's Morgan Stanley Experience June 1998 - May 2005
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2005 - Present
Morgan Stanley June 1998 - May 2005
Neuberger Berman February 1995 - May 1998
Skills
Program Trading, Equities, ETFs, Asset Management, Trading Systems, Portfolio Management, Hedge Funds, Derivatives, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Electronic Trading, Trading, Investment Banking, Asset Managment, Risk Management, Emerging Markets, Bonds, Financial Markets, Private Equity, Equity Derivatives, Equity Trading, Investments, Securities, Operational Excellence, Trading Strategies
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance & Investments
San Jose State University 1990 — 1994
BS, Accounting
Mission San Jose High School 1988 — 1990
HS
Woodside High School 1986 — 1988
Credit Suisse June 2005 - Present
Morgan Stanley June 1998 - May 2005
Neuberger Berman February 1995 - May 1998
Skills
Program Trading, Equities, ETFs, Asset Management, Trading Systems, Portfolio Management, Hedge Funds, Derivatives, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Electronic Trading, Trading, Investment Banking, Asset Managment, Risk Management, Emerging Markets, Bonds, Financial Markets, Private Equity, Equity Derivatives, Equity Trading, Investments, Securities, Operational Excellence, Trading Strategies
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance & Investments
San Jose State University 1990 — 1994
BS, Accounting
Mission San Jose High School 1988 — 1990
HS
Woodside High School 1986 — 1988
Hitesh Mulani's Morgan Stanley Experience June 2011 - August 2011
Job Senior Manager, Corporate Development
Industry Information Technology and Services
Experience
Accela August 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Deloitte January 2013 - April 2013
Piper Jaffray May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Time Management, Business Valuation, LBO, Alternative Investments, Equity Valuation, Financial Markets, Emerging Markets, M&A experience, IPO, Corporate Development, Credit Analysis, Leveraged Finance
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Graduated Magna Cum Laude GPA 3.82
Francis Lewis High School
Advanced Regents Diploma with Honors
Accela August 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Deloitte January 2013 - April 2013
Piper Jaffray May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Time Management, Business Valuation, LBO, Alternative Investments, Equity Valuation, Financial Markets, Emerging Markets, M&A experience, IPO, Corporate Development, Credit Analysis, Leveraged Finance
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Graduated Magna Cum Laude GPA 3.82
Francis Lewis High School
Advanced Regents Diploma with Honors
Harkirat Singh Kamboj Harkirat Singh Kamboj's Morgan Stanley Experience May 2014 - September 2014
Job Student at Baruch College, City University of New York (CUNY)
Industry Accounting
Experience
Kismet Trading Inc. June 2013 - Present
Morgan Stanley May 2014 - September 2014
SMB-Capital January 2013 - May 2013
Bank of America Merrill Lynch October 2011 - November 2012
The Gottesman Company June 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Management, Public Speaking, Research, Strategic Planning, Leadership, PowerPoint, Project Management, Investments
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master's degree, Accounting
Queens College
Bachelor's degree, Economics
Kismet Trading Inc. June 2013 - Present
Morgan Stanley May 2014 - September 2014
SMB-Capital January 2013 - May 2013
Bank of America Merrill Lynch October 2011 - November 2012
The Gottesman Company June 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Management, Public Speaking, Research, Strategic Planning, Leadership, PowerPoint, Project Management, Investments
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master's degree, Accounting
Queens College
Bachelor's degree, Economics
Jane Li's Morgan Stanley Experience March 2001 - 2002
Job Deputy CFO of Drawbridge Opportunities Funds at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group January 2014 - Present
Fortress Investment Group February 2006 - Present
Citco Fund Services 2003 - February 2006
GlobeOp Financial Services 2002 - 2003
Morgan Stanley March 2001 - 2002
Skills
Bloomberg, Financial Accounting, Financial Analysis, Fund Accounting
Education
Baruch College 1997 — 2000
BS, Accounting
Fortress Investment Group January 2014 - Present
Fortress Investment Group February 2006 - Present
Citco Fund Services 2003 - February 2006
GlobeOp Financial Services 2002 - 2003
Morgan Stanley March 2001 - 2002
Skills
Bloomberg, Financial Accounting, Financial Analysis, Fund Accounting
Education
Baruch College 1997 — 2000
BS, Accounting
Jennifer Garcia Jennifer Garcia's Morgan Stanley Experience June 2013 - August 2013
Job Management Consultant at Mitchell Madison Group
Industry Management Consulting
Experience
Mitchell Madison Group May 2015 - Present
J.P. Morgan May 2014 - April 2015
Morgan Stanley June 2013 - August 2013
Morgan Stanley September 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Goldman Sachs April 2012 - April 2012
New York State Senate June 2011 - September 2011
J.P. Morgan April 2011 - April 2011
Albanese Organization April 2008 - March 2011
Skills
Mergers & Acquisitions, Corporate Finance, Leadership, Finance, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Strategy, Business Strategy, Project Planning, Spanish, Due Diligence, Equities, Derivatives, Forecasting, Entrepreneurship, Management Consulting, Equity Derivatives, Strategy Development, Strategic Planning, Corporate Strategy..., Capital Markets, Business Analysis, Financial Services
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration
Mitchell Madison Group May 2015 - Present
J.P. Morgan May 2014 - April 2015
Morgan Stanley June 2013 - August 2013
Morgan Stanley September 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Goldman Sachs April 2012 - April 2012
New York State Senate June 2011 - September 2011
J.P. Morgan April 2011 - April 2011
Albanese Organization April 2008 - March 2011
Skills
Mergers & Acquisitions, Corporate Finance, Leadership, Finance, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Strategy, Business Strategy, Project Planning, Spanish, Due Diligence, Equities, Derivatives, Forecasting, Entrepreneurship, Management Consulting, Equity Derivatives, Strategy Development, Strategic Planning, Corporate Strategy..., Capital Markets, Business Analysis, Financial Services
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration
Howard Lewis Howard Lewis's Morgan Stanley Experience April 1996 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1996 - Present
ICL 1987 - 1996
Education
City University of New York-Baruch College 2013 — 2016
MS, Financial Engineering
Manchester University 1984 — 1987
BSc 1st Class Hons, Computer Science
Carmel College
Morgan Stanley April 1996 - Present
ICL 1987 - 1996
Education
City University of New York-Baruch College 2013 — 2016
MS, Financial Engineering
Manchester University 1984 — 1987
BSc 1st Class Hons, Computer Science
Carmel College
Ekta kumari Ekta kumari's Morgan Stanley Experience August 2012 - April 2014
Job Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas May 2015 - Present
Deutsche Bank April 2014 - May 2015
Morgan Stanley August 2012 - April 2014
AIG April 2010 - August 2012
AIG June 2007 - March 2010
Credit Suisse March 2006 - September 2006
ADOBE SYSTEMS June 2002 - July 2003
IBM GLOBAL SERVICES August 2000 - May 2002
Skills
Financial Modeling, Credit Risk, Derivatives, Fixed Income, Equities, Market Risk, Enterprise Risk..., VAR, Forecasting, Mergers, Budgets, Structured Products, Bloomberg, Investment Banking, Finance, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance & Investments
BIHAR INSTITUTE OF TECHNOLOGY 1996 — 2000
Bachelor of Science, Production Engineering & Management
BNP Paribas May 2015 - Present
Deutsche Bank April 2014 - May 2015
Morgan Stanley August 2012 - April 2014
AIG April 2010 - August 2012
AIG June 2007 - March 2010
Credit Suisse March 2006 - September 2006
ADOBE SYSTEMS June 2002 - July 2003
IBM GLOBAL SERVICES August 2000 - May 2002
Skills
Financial Modeling, Credit Risk, Derivatives, Fixed Income, Equities, Market Risk, Enterprise Risk..., VAR, Forecasting, Mergers, Budgets, Structured Products, Bloomberg, Investment Banking, Finance, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance & Investments
BIHAR INSTITUTE OF TECHNOLOGY 1996 — 2000
Bachelor of Science, Production Engineering & Management
James McGinnis James McGinnis's Morgan Stanley Experience 1981 - 1988
Job Senior Compliance Executive : Investment and Commercial Banking
Industry Banking
Experience
Investment and Commercial Banking July 2014 - Present
BBVA October 2011 - June 2014
BNP Paribas 2007 - 2011
JPMorgan Chase & Co. 1988 - 2007
Morgan Stanley 1981 - 1988
Skills
Banking, Capital Markets, Derivatives, Risk Management, Structured Finance, Investment Banking, Credit Risk, AML, Financial Markets, Fixed Income, Due Diligence, Loans, Commercial Banking, Retail Banking, Mergers & Acquisitions, Private Equity
Education
Baruch College, City University of New York (CUNY)
Finance, General
Manhattan College
Bachelor of Arts (B.A.), Psychology
Investment and Commercial Banking July 2014 - Present
BBVA October 2011 - June 2014
BNP Paribas 2007 - 2011
JPMorgan Chase & Co. 1988 - 2007
Morgan Stanley 1981 - 1988
Skills
Banking, Capital Markets, Derivatives, Risk Management, Structured Finance, Investment Banking, Credit Risk, AML, Financial Markets, Fixed Income, Due Diligence, Loans, Commercial Banking, Retail Banking, Mergers & Acquisitions, Private Equity
Education
Baruch College, City University of New York (CUNY)
Finance, General
Manhattan College
Bachelor of Arts (B.A.), Psychology
Fang Fang Nan's Morgan Stanley Experience October 2008 - August 2009
Job Professional Services Analyst at NetSuite
Industry Information Technology and Services
Experience
NetSuite July 2014 - Present
Virtusa June 2013 - June 2014
Colgate-Palmolive July 2012 - December 2012
Apple Retail August 2010 - July 2011
Morgan Stanley October 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, Leadership, Social Media, Market Research, Recruiting, Outlook, OS X, Teamwork, Social Networking, Data Analysis, Social Media Marketing, Networking, Sales, Cloud Computing, SaaS, ERP, NetSuite, Customer Service
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Stuyvesant High School 2005 — 2009
NetSuite July 2014 - Present
Virtusa June 2013 - June 2014
Colgate-Palmolive July 2012 - December 2012
Apple Retail August 2010 - July 2011
Morgan Stanley October 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, Leadership, Social Media, Market Research, Recruiting, Outlook, OS X, Teamwork, Social Networking, Data Analysis, Social Media Marketing, Networking, Sales, Cloud Computing, SaaS, ERP, NetSuite, Customer Service
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Stuyvesant High School 2005 — 2009
Joseph Sciuto Joseph Sciuto's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
ABN AMRO Bank N.V. November 2011 - October 2014
MF Global September 2011 - November 2011
Morgan Stanley July 1999 - September 2011
Skills
Equities, Prime Brokerage, Mutual Funds, Structured Finance, Equity Swaps, Finance, Proprietary Trading, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Series 7, Alternative Investments, Equity Derivatives, Financial Modeling, Securities, Asset Managment, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
MBA, Finance and Real Estate
Manhattan College 1995 — 1999
BS, Finance and CIS
Morgan Stanley January 2015 - Present
ABN AMRO Bank N.V. November 2011 - October 2014
MF Global September 2011 - November 2011
Morgan Stanley July 1999 - September 2011
Skills
Equities, Prime Brokerage, Mutual Funds, Structured Finance, Equity Swaps, Finance, Proprietary Trading, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Series 7, Alternative Investments, Equity Derivatives, Financial Modeling, Securities, Asset Managment, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
MBA, Finance and Real Estate
Manhattan College 1995 — 1999
BS, Finance and CIS
Elizabeth Gassimi Elizabeth Gassimi's Morgan Stanley Experience September 2005 - April 2007
Job Adult EFL Teacher at International House Merida
Industry Information Technology and Services
Experience
International House Merida August 2012 - Present
International House Mexico January 2012 - August 2012
Interactive Data October 2008 - October 2010
Interactive Data April 2007 - October 2008
Morgan Stanley September 2005 - April 2007
Interactive Data February 2002 - August 2005
Merrill Lynch March 1997 - February 2002
UpTick Inc. January 1996 - March 1997
Consolidated Edison Company of New York October 1986 - January 1996
Consolidated Edison Company of New York November 1979 - October 1986
Skills
Bonds, Requirements Gathering, Requirements Analysis, Bloomberg, Agile Methodologies, Program Management, Product Management, Business Process..., Business Requirements, Reference Data, Business Process, Analysis, Quality Assurance, Business Intelligence, CRM, Risk Management, Agile Project Management, Data Analysis, Enterprise Architecture, Testing, Software Project...
Education
City University of New York-Baruch College 1995 — 2002
Bachelor of Arts, Journalism
International House Merida August 2012 - Present
International House Mexico January 2012 - August 2012
Interactive Data October 2008 - October 2010
Interactive Data April 2007 - October 2008
Morgan Stanley September 2005 - April 2007
Interactive Data February 2002 - August 2005
Merrill Lynch March 1997 - February 2002
UpTick Inc. January 1996 - March 1997
Consolidated Edison Company of New York October 1986 - January 1996
Consolidated Edison Company of New York November 1979 - October 1986
Skills
Bonds, Requirements Gathering, Requirements Analysis, Bloomberg, Agile Methodologies, Program Management, Product Management, Business Process..., Business Requirements, Reference Data, Business Process, Analysis, Quality Assurance, Business Intelligence, CRM, Risk Management, Agile Project Management, Data Analysis, Enterprise Architecture, Testing, Software Project...
Education
City University of New York-Baruch College 1995 — 2002
Bachelor of Arts, Journalism
Frendy Tejada Frendy Tejada's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
ALPFA Baruch Student Chapter April 2013 - June 2014
Morgan Stanley June 2013 - August 2013
The Fresh Air Fund May 2012 - May 2013
Merrill Lynch October 2011 - December 2011
The Club of Riverdale June 2008 - July 2011
Skills
Microsoft Excel, Leadership, Economics, Finance
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Economics
Morgan Stanley June 2014 - Present
ALPFA Baruch Student Chapter April 2013 - June 2014
Morgan Stanley June 2013 - August 2013
The Fresh Air Fund May 2012 - May 2013
Merrill Lynch October 2011 - December 2011
The Club of Riverdale June 2008 - July 2011
Skills
Microsoft Excel, Leadership, Economics, Finance
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Economics
Joey K.H. Leung Joey K.H. Leung's Morgan Stanley Experience March 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Merrill Lynch December 2007 - December 2010
Royal Abstract of New York, LLC September 2003 - December 2007
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor, Finance and Investments
Morgan Stanley March 2012 - Present
Merrill Lynch December 2007 - December 2010
Royal Abstract of New York, LLC September 2003 - December 2007
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor, Finance and Investments
Holger Briones Holger Briones's Morgan Stanley Experience June 2010 - June 2011
Job PricewaterhouseCoopers LLP, Banking & Capital Markets, Assurance Senior Associate
Industry Accounting
Experience
PricewaterhouseCoopers LLP September 2011 - Present
Morgan Stanley June 2010 - June 2011
Supportive Children’s Advocacy Network (SCAN) October 2009 - June 2010
Volunteer Income Tax Assistance (VITA) Program February 2010 - April 2010
Association of Latino Professionals in Finance and Accounting (ALPFA) March 2010 - March 2010
PricewaterhouseCoopers Project Make [It] Count February 2010 - March 2010
KPMG National Case Study Competition May 2009 - August 2009
Sigma Alpha Delta Honor Society September 2008 - May 2009
Continental Airlines July 2007 - July 2007
Korean Martial Arts Group (KMAG) International March 2001 - January 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accountancy
PricewaterhouseCoopers LLP September 2011 - Present
Morgan Stanley June 2010 - June 2011
Supportive Children’s Advocacy Network (SCAN) October 2009 - June 2010
Volunteer Income Tax Assistance (VITA) Program February 2010 - April 2010
Association of Latino Professionals in Finance and Accounting (ALPFA) March 2010 - March 2010
PricewaterhouseCoopers Project Make [It] Count February 2010 - March 2010
KPMG National Case Study Competition May 2009 - August 2009
Sigma Alpha Delta Honor Society September 2008 - May 2009
Continental Airlines July 2007 - July 2007
Korean Martial Arts Group (KMAG) International March 2001 - January 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accountancy
Jonathan Winfield Jonathan Winfield's Morgan Stanley Experience July 2014 - August 2014
Job Business Development at Coinsetter
Industry Financial Services
Experience
Coinsetter June 2015 - August 2015
TAMID at Baruch March 2014 - August 2015
Morgan Stanley July 2014 - August 2014
Merrill Lynch June 2014 - July 2014
Skills
Microsoft Excel, Public Speaking, Research, Leadership, Teamwork, Business Development, Finance, Wealth Management, Financial Analysis, Financial Modeling, Valuation, Equity Research Analysis, Analytical Reasoning, Fundamental Analysis, Technical Data Analysis, Technical Analysis, Mathematics, Economics, Social Networking, Marketing, Microsoft Word, Customer Service, Social Media, Management, Social Media Marketing, Bitcoin, Event Planning, Strategy, Sales, C++, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Financial Engineering and Economics
Coinsetter June 2015 - August 2015
TAMID at Baruch March 2014 - August 2015
Morgan Stanley July 2014 - August 2014
Merrill Lynch June 2014 - July 2014
Skills
Microsoft Excel, Public Speaking, Research, Leadership, Teamwork, Business Development, Finance, Wealth Management, Financial Analysis, Financial Modeling, Valuation, Equity Research Analysis, Analytical Reasoning, Fundamental Analysis, Technical Data Analysis, Technical Analysis, Mathematics, Economics, Social Networking, Marketing, Microsoft Word, Customer Service, Social Media, Management, Social Media Marketing, Bitcoin, Event Planning, Strategy, Sales, C++, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Financial Engineering and Economics
Jennie Hoye's Morgan Stanley Experience January 2012 - October 2013
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - October 2013
AXA Equitable January 2011 - December 2011
AXA Equitable October 2007 - December 2010
AXA Equitable May 2007 - October 2007
AXA Equitable January 2007 - May 2007
Pfizer July 2004 - February 2005
Avon July 2000 - July 2004
Deloitte & Touche LLP September 1998 - July 2000
Skills
Strategic Planning, Strategy Implementation, Change Management, Risk Assessment, Internal Audit, Audit Practices, Quality Assurance, Operations Management, Analysis and Reporting, Practices, Management, Analysis, Risk Management, Leadership, Finance, Financial Risk, Sarbanes-Oxley, Auditing, Strategy, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration, Accounting
Morgan Stanley January 2012 - October 2013
AXA Equitable January 2011 - December 2011
AXA Equitable October 2007 - December 2010
AXA Equitable May 2007 - October 2007
AXA Equitable January 2007 - May 2007
Pfizer July 2004 - February 2005
Avon July 2000 - July 2004
Deloitte & Touche LLP September 1998 - July 2000
Skills
Strategic Planning, Strategy Implementation, Change Management, Risk Assessment, Internal Audit, Audit Practices, Quality Assurance, Operations Management, Analysis and Reporting, Practices, Management, Analysis, Risk Management, Leadership, Finance, Financial Risk, Sarbanes-Oxley, Auditing, Strategy, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration, Accounting
Faina Furman's Morgan Stanley Experience May 2015 - Present
Job Vice President at JPM
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
J.P. Morgan May 2013 - April 2015
J.P. Morgan September 2008 - May 2013
Bear Stearns September 2005 - September 2008
Douglas and Co. Municipals Inc. August 2001 - September 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Analysis, Securities, Bloomberg, Financial Services, Finance, Back Office, Electronic Trading, Banking, Settlement, Middle Office, Trading
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance and Marketing
City University of New York-Brooklyn College 1998 — 2001
Bachelor of Science, Business Management and Finance
Morgan Stanley May 2015 - Present
J.P. Morgan May 2013 - April 2015
J.P. Morgan September 2008 - May 2013
Bear Stearns September 2005 - September 2008
Douglas and Co. Municipals Inc. August 2001 - September 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Analysis, Securities, Bloomberg, Financial Services, Finance, Back Office, Electronic Trading, Banking, Settlement, Middle Office, Trading
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance and Marketing
City University of New York-Brooklyn College 1998 — 2001
Bachelor of Science, Business Management and Finance
Fahad Sultan's Morgan Stanley Experience June 2005 - Present
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Morgan Stanley June 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Heather DeRosa's Morgan Stanley Experience 2003 - 2006
Job Office Manager
Industry Law Practice
Experience
Heiberger & Associates, P.C. May 2011 - Present
Heiberger & Associates, PC June 2006 - May 2011
Morgan Stanley 2003 - 2006
Education
Stony Brook University 1993 — 2000
bba, economics
Baruch College, City University of New York (CUNY)
Heiberger & Associates, P.C. May 2011 - Present
Heiberger & Associates, PC June 2006 - May 2011
Morgan Stanley 2003 - 2006
Education
Stony Brook University 1993 — 2000
bba, economics
Baruch College, City University of New York (CUNY)
Jessica Winczner's Morgan Stanley Experience February 2003 - August 2009
Job Regional Client Services Manager at SmartZip
Industry Investment Management
Experience
SmartZip September 2013 - Present
Morgan Stanley February 2003 - August 2009
Skills
Investments, Microsoft Word, Project Management, Research, Customer Service, PowerPoint, Management, Microsoft Excel, Fixed Income, Microsoft Office, Negotiation
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Townsend Harris High School 1995 — 1999
SmartZip September 2013 - Present
Morgan Stanley February 2003 - August 2009
Skills
Investments, Microsoft Word, Project Management, Research, Customer Service, PowerPoint, Management, Microsoft Excel, Fixed Income, Microsoft Office, Negotiation
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Townsend Harris High School 1995 — 1999
Jim Halloran's Morgan Stanley Experience June 1986 - May 1989
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing 2004 - Present
Merrill Lynch May 1989 - November 2004
Morgan Stanley June 1986 - May 1989
Skills
Six Sigma, Process Improvement, Team Leadership, Risk Management, Business Analysis, Call Centers, Continuous Improvement, Management, Operations Management, Quality Management, Leadership, Project Management, Vendor Management, Change Management, Program Management, Business Process..., Cross-functional Team..., Strategy
Education
Rider University 1996 — 1998
MBA
Baruch College, City University of New York (CUNY) 1984 — 1986
BA, Finance and Investments
Pershing 2004 - Present
Merrill Lynch May 1989 - November 2004
Morgan Stanley June 1986 - May 1989
Skills
Six Sigma, Process Improvement, Team Leadership, Risk Management, Business Analysis, Call Centers, Continuous Improvement, Management, Operations Management, Quality Management, Leadership, Project Management, Vendor Management, Change Management, Program Management, Business Process..., Cross-functional Team..., Strategy
Education
Rider University 1996 — 1998
MBA
Baruch College, City University of New York (CUNY) 1984 — 1986
BA, Finance and Investments
Edwin M Reyes's Morgan Stanley Experience January 2009 - December 2014
Job Global Wealth Management Financial Planning & Analysis
Industry Banking
Experience
J.P. Morgan Asset Management December 2014 - Present
Morgan Stanley January 2009 - December 2014
Citi - Smith Barney September 2006 - January 2009
Oracle Service Inc, Accounting Firm January 2006 - August 2006
Williams Lea Corporate Information SolutionsContracted by Goldman Sachs New York Group April 2005 - January 2006
El Impulso News January 2002 - July 2003
Skills
Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Alternative Investments, Asset Management, Financial Analysis, Series 7, Investment Advisory, Financial Services, Asset Allocation, Corporate Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Investment Banking Institute
Financial Modeling and Valuation
Columbia University
English as a Second Language., English Language and Literature/Letters
Yacambu University
Bachelor's degree, Public Accounting
J.P. Morgan Asset Management December 2014 - Present
Morgan Stanley January 2009 - December 2014
Citi - Smith Barney September 2006 - January 2009
Oracle Service Inc, Accounting Firm January 2006 - August 2006
Williams Lea Corporate Information SolutionsContracted by Goldman Sachs New York Group April 2005 - January 2006
El Impulso News January 2002 - July 2003
Skills
Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Alternative Investments, Asset Management, Financial Analysis, Series 7, Investment Advisory, Financial Services, Asset Allocation, Corporate Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Investment Banking Institute
Financial Modeling and Valuation
Columbia University
English as a Second Language., English Language and Literature/Letters
Yacambu University
Bachelor's degree, Public Accounting
Greg Hodkinson's Morgan Stanley Experience 1997 - 1998
Job Independent Financial Consultant
Industry Investment Banking
Experience
GDH Consulting LLC Consultant - Valuations Team / OperationsBlackstone GroupFebruary 2012 - October 2013
Citco Fund Services July 2009 - October 2010
UBS July 2004 - November 2008
Banc of America Securities 1998 - 2004
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Prime Brokerage, Middle Office, Portfolio Management, Swaps, Risk Management, Financial Services, Settlement, Equity Derivatives, Series 7, Options, Trading Systems, Bloomberg, Securities, Settlements, Credit Derivatives, FX, Investment Banking, Mutual Funds, Client Service, Series 63, Corporate Actions, ETFs, Securities Lending, Back Office, Bonds, Operational Risk, Client Service Oriented, Derivatives, FX Options
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance and Investments
GDH Consulting LLC Consultant - Valuations Team / OperationsBlackstone GroupFebruary 2012 - October 2013
Citco Fund Services July 2009 - October 2010
UBS July 2004 - November 2008
Banc of America Securities 1998 - 2004
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Prime Brokerage, Middle Office, Portfolio Management, Swaps, Risk Management, Financial Services, Settlement, Equity Derivatives, Series 7, Options, Trading Systems, Bloomberg, Securities, Settlements, Credit Derivatives, FX, Investment Banking, Mutual Funds, Client Service, Series 63, Corporate Actions, ETFs, Securities Lending, Back Office, Bonds, Operational Risk, Client Service Oriented, Derivatives, FX Options
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance and Investments
Giannella M. Garrett's Morgan Stanley Experience October 2012 - Present
Job Financial Project Manager / Business Analyst/ PMO (Consultant) and Freelance Travel & Culture Writer/Photographer
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
BNP Paribas March 2012 - September 2012
Credit Suisse September 2011 - January 2012
MarketAxess May 2011 - August 2011
Bank of America Merrill Lynch December 2010 - April 2011
Goldman Sachs December 2009 - November 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2005 - September 2008
Spring Pools Lane 1980 - 2000
Skills
Fixed Income, Business Analysis, Project Management, Derivatives, Trading, Options, Risk Management, Portfolio Management, Hedge Funds, Equities
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS Finance, International Finance
Boston University
BS Journalism, Communications
Morgan Stanley October 2012 - Present
BNP Paribas March 2012 - September 2012
Credit Suisse September 2011 - January 2012
MarketAxess May 2011 - August 2011
Bank of America Merrill Lynch December 2010 - April 2011
Goldman Sachs December 2009 - November 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2005 - September 2008
Spring Pools Lane 1980 - 2000
Skills
Fixed Income, Business Analysis, Project Management, Derivatives, Trading, Options, Risk Management, Portfolio Management, Hedge Funds, Equities
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS Finance, International Finance
Boston University
BS Journalism, Communications
Henry Zheng's Morgan Stanley Experience February 1999 - May 2005
Job FP&A at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2005 - Present
Morgan Stanley February 1999 - May 2005
Education
Baruch College 1996 — 1997
Master of Science (MS), Accountancy
Jilin University of Technology 1984 — 1986
Master of Business Administration (M.B.A.), Management Information Systems, General
Jilin University of Technology 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
AllianceBernstein May 2005 - Present
Morgan Stanley February 1999 - May 2005
Education
Baruch College 1996 — 1997
Master of Science (MS), Accountancy
Jilin University of Technology 1984 — 1986
Master of Business Administration (M.B.A.), Management Information Systems, General
Jilin University of Technology 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
Galina Grabov's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley, Operations
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Goldman Sachs April 2011 - December 2013
Morgan Stanley June 2010 - May 2011
Morgan Stanley July 2006 - December 2010
Foote, Cone & Belding October 2005 - May 2006
Skills
Financial Analysis, Corporate Finance, Investment Banking, Equities, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance
Morgan Stanley January 2014 - Present
Goldman Sachs April 2011 - December 2013
Morgan Stanley June 2010 - May 2011
Morgan Stanley July 2006 - December 2010
Foote, Cone & Belding October 2005 - May 2006
Skills
Financial Analysis, Corporate Finance, Investment Banking, Equities, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance
Jason Gross's Morgan Stanley Experience June 2013 - January 2014
Job Social Media Manager, Writer/Editor
Industry Information Technology and Services
Experience
TheBlot Magazine August 2015 - Present
The Blot Magazine February 2014 - August 2015
SXSW 1999 - 2015
Morgan Stanley June 2013 - January 2014
Freelance December 2012 - May 2013
Mitchell Martin Inc. July 2012 - November 2012
National Audubon Society June 2011 - April 2012
Village Voice Media July 1998 - December 2011
PopMatters 2004 - June 2011
National Audubon Society September 1999 - June 2011
Skills
Social Media, Writing, Editing, Facebook, Publications, Music, HTML, Books, Blogging, Social Media Marketing, Social Networking, Online Marketing, New Media, Search Engine Technology, Journalism, SEO, Marketing, Wordpress, Editorial, Publishing, Magazines, Content Management, Copywriting, Press Releases, Digital Media, Copy Editing, Web Content, Content Strategy, Strategic Communications, Media Relations, Interviews, Newsletters, Web Content Management, Content Development, Publicity, Proofreading, Creative Writing, WordPress, CMS, Email Marketing, Google Analytics, Digital Strategy, Multimedia, YouTube, Digital Marketing, Video, SEO copywriting
Education
Baruch College 1994 — 1995
Microcomputer Technology, Computer and Information Sciences and Support Services
Hobart and William Smith Colleges 1983 — 1987
Bachelor of Arts, English, Education
MKA 1979 — 1983
TheBlot Magazine August 2015 - Present
The Blot Magazine February 2014 - August 2015
SXSW 1999 - 2015
Morgan Stanley June 2013 - January 2014
Freelance December 2012 - May 2013
Mitchell Martin Inc. July 2012 - November 2012
National Audubon Society June 2011 - April 2012
Village Voice Media July 1998 - December 2011
PopMatters 2004 - June 2011
National Audubon Society September 1999 - June 2011
Skills
Social Media, Writing, Editing, Facebook, Publications, Music, HTML, Books, Blogging, Social Media Marketing, Social Networking, Online Marketing, New Media, Search Engine Technology, Journalism, SEO, Marketing, Wordpress, Editorial, Publishing, Magazines, Content Management, Copywriting, Press Releases, Digital Media, Copy Editing, Web Content, Content Strategy, Strategic Communications, Media Relations, Interviews, Newsletters, Web Content Management, Content Development, Publicity, Proofreading, Creative Writing, WordPress, CMS, Email Marketing, Google Analytics, Digital Strategy, Multimedia, YouTube, Digital Marketing, Video, SEO copywriting
Education
Baruch College 1994 — 1995
Microcomputer Technology, Computer and Information Sciences and Support Services
Hobart and William Smith Colleges 1983 — 1987
Bachelor of Arts, English, Education
MKA 1979 — 1983
Janina Arteni's Morgan Stanley Experience November 2013 - Present
Job Senior Manager , Accounting Control Group
Industry Banking
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley June 2010 - November 2013
Morgan Stanley September 2007 - June 2010
NYMEX June 2006 - September 2007
MTA Bridges and Tunnels February 2004 - June 2006
Skills
Financial Risk, Financial Analysis, Financial Reporting, Fixed Income, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Corporate Finance, Derivatives, Internal Audit, Analysis, Auditing, Finance, Internal Controls, Accounting
Education
City University of New York-Baruch College
Bachelor's degree, Accounting
Morgan Stanley November 2013 - Present
Morgan Stanley June 2010 - November 2013
Morgan Stanley September 2007 - June 2010
NYMEX June 2006 - September 2007
MTA Bridges and Tunnels February 2004 - June 2006
Skills
Financial Risk, Financial Analysis, Financial Reporting, Fixed Income, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Corporate Finance, Derivatives, Internal Audit, Analysis, Auditing, Finance, Internal Controls, Accounting
Education
City University of New York-Baruch College
Bachelor's degree, Accounting
Genie Colbert's Morgan Stanley Experience November 2005 - October 2007
Job Director of Human Resources at Sanctuary for Families
Industry Nonprofit Organization Management
Experience
Sanctuary for Families August 2014 - Present
NRDC October 2007 - August 2014
Morgan Stanley November 2005 - October 2007
Emblem Health (formerly HIP) 2002 - 2005
HIP Health Plan of New York 2002 - 2005
Skills
Deferred Compensation, HRIS, Performance Management, HR Policies, Onboarding, Recruiting, Organizational..., Benefits Administration, Succession Planning, Nonprofits, Policy, Talent Management, Ceridian, Compensation...
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
MS, Labor and Industrial Relations
Sanctuary for Families August 2014 - Present
NRDC October 2007 - August 2014
Morgan Stanley November 2005 - October 2007
Emblem Health (formerly HIP) 2002 - 2005
HIP Health Plan of New York 2002 - 2005
Skills
Deferred Compensation, HRIS, Performance Management, HR Policies, Onboarding, Recruiting, Organizational..., Benefits Administration, Succession Planning, Nonprofits, Policy, Talent Management, Ceridian, Compensation...
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
MS, Labor and Industrial Relations
Eleonora Zlotnikova's Morgan Stanley Experience July 2006 - August 2009
Job Attorney
Industry Law Practice
Experience
Sam P. Israel P.C. September 2011 - Present
US Securities and Exchange Commission June 2010 - December 2011
New York State Supreme Court, Commercial Division January 2011 - June 2011
NYSE Euronext August 2009 - May 2010
Morgan Stanley July 2006 - August 2009
Skills
Securities Regulation, Commercial Litigation, Corporate Law, Intellectual Property, Securities, Legal Writing, Legal Research, Civil Litigation, Litigation, Lexis, Appeals, Patent Litigation, Art Law, Trials
Education
Brooklyn Law School 2008 — 2011
Doctor of Law (J.D.)
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Sam P. Israel P.C. September 2011 - Present
US Securities and Exchange Commission June 2010 - December 2011
New York State Supreme Court, Commercial Division January 2011 - June 2011
NYSE Euronext August 2009 - May 2010
Morgan Stanley July 2006 - August 2009
Skills
Securities Regulation, Commercial Litigation, Corporate Law, Intellectual Property, Securities, Legal Writing, Legal Research, Civil Litigation, Litigation, Lexis, Appeals, Patent Litigation, Art Law, Trials
Education
Brooklyn Law School 2008 — 2011
Doctor of Law (J.D.)
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Hemal Patwa's Morgan Stanley Experience
Job Manager Corporate Actions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Helen Serlis's Morgan Stanley Experience December 2005 - Present
Job Lease Admin at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley December 2005 - Present
Prudential Securities June 1998 - November 2003
Skills
Leases, Corporate Real Estate, Lease Administration, Real Estate
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Morgan Stanley December 2005 - Present
Prudential Securities June 1998 - November 2003
Skills
Leases, Corporate Real Estate, Lease Administration, Real Estate
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Erin Pi Kim's Morgan Stanley Experience 1999 - 2005
Job Owner & Photographer at Erin Kim Photography
Industry Real Estate
Experience
Erin Kim Photography February 2010 - Present
Weichert Realtors January 2005 - October 2013
Morgan Stanley 1999 - 2005
LG Metals July 1995 - September 1999
Skills
Investments, Investment Properties, Asset Managment, Valuation, Securities, Brokerage, Mortgage Lending, Real Estate Development, Investors, Real Estate Economics, Due Diligence, Real Estate Financing, Disposition, Real Estate, Selling, Property Management, Residential Homes, Asset Management, Sales
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
Binghamton University 1991 — 1995
BA, History
Tappan Zee High School
Regents
Erin Kim Photography February 2010 - Present
Weichert Realtors January 2005 - October 2013
Morgan Stanley 1999 - 2005
LG Metals July 1995 - September 1999
Skills
Investments, Investment Properties, Asset Managment, Valuation, Securities, Brokerage, Mortgage Lending, Real Estate Development, Investors, Real Estate Economics, Due Diligence, Real Estate Financing, Disposition, Real Estate, Selling, Property Management, Residential Homes, Asset Management, Sales
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
Binghamton University 1991 — 1995
BA, History
Tappan Zee High School
Regents
Evelyn Brown's Morgan Stanley Experience 2003 - Present
Job vp at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2003 - Present
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Derivatives, Project Management
Education
City University of New York-Baruch College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Morgan Stanley 2003 - Present
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Derivatives, Project Management
Education
City University of New York-Baruch College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jerry Cassero's Morgan Stanley Experience November 2013 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
JPMorgan Chase March 2012 - May 2013
JPMorgan Chase March 2012 - May 2013
Morgan Stanley Smith Barney June 1988 - February 2012
Dean Witter Reynolds, Inc. 1988 - 1998
Skills
Strategy, Asset Managment, Vendor Management, Strategic Planning, Wealth Management, Series 7, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Capital Markets, Financial Services, Wealth Management..., Finance, Business Strategy, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley November 2013 - Present
JPMorgan Chase March 2012 - May 2013
JPMorgan Chase March 2012 - May 2013
Morgan Stanley Smith Barney June 1988 - February 2012
Dean Witter Reynolds, Inc. 1988 - 1998
Skills
Strategy, Asset Managment, Vendor Management, Strategic Planning, Wealth Management, Series 7, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Capital Markets, Financial Services, Wealth Management..., Finance, Business Strategy, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
Hemal Patwa's Morgan Stanley Experience April 2007 - May 2008
Job Vice President Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Financial Industry Regulatory Authority June 2010 - July 2014
New York Stock Exchange Regulation December 2008 - June 2010
Financial Industry Regulatory Authority May 2008 - December 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley June 2005 - April 2007
Skills
FINRA, Securities, Securities Regulation, Equities, Capital Markets, Hedge Funds, Fixed Income, Trading, Bloomberg, Options, Financial Services, Mutual Funds, Risk Management, Investments, Investment Banking, Due Diligence, Financial Analysis, Trading Systems, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Cardozo High School 1998 — 2001
JPMorgan Chase July 2014 - Present
Financial Industry Regulatory Authority June 2010 - July 2014
New York Stock Exchange Regulation December 2008 - June 2010
Financial Industry Regulatory Authority May 2008 - December 2008
Morgan Stanley April 2007 - May 2008
Morgan Stanley June 2005 - April 2007
Skills
FINRA, Securities, Securities Regulation, Equities, Capital Markets, Hedge Funds, Fixed Income, Trading, Bloomberg, Options, Financial Services, Mutual Funds, Risk Management, Investments, Investment Banking, Due Diligence, Financial Analysis, Trading Systems, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Cardozo High School 1998 — 2001
Jeremy Bernstein, MBA's Morgan Stanley Experience March 2011 - Present
Job Real Estate Director
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
JVKellyGroup, Inc. May 2007 - March 2011
Skills
Visio, Microsoft Excel
Education
Baruch College 2011 — 2014
MBA, Finance
State University of New York at Stony Brook 2004 — 2007
Bachelor of Science, Applied Mathematics & Statistics
Morgan Stanley March 2011 - Present
JVKellyGroup, Inc. May 2007 - March 2011
Skills
Visio, Microsoft Excel
Education
Baruch College 2011 — 2014
MBA, Finance
State University of New York at Stony Brook 2004 — 2007
Bachelor of Science, Applied Mathematics & Statistics
Jerome Altschul, MBA, CIMA's Morgan Stanley Experience 1996 - 2004
Job Vice President at JP Morgan
Industry Financial Services
Experience
JPMorgan June 2004 - Present
Morgan Stanley 1996 - 2004
Prudential Securities 1992 - 1996
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Equities, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Trading
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
SUNY Oneonta 1988 — 1991
Bachelor of Arts (B.A.)
JPMorgan June 2004 - Present
Morgan Stanley 1996 - 2004
Prudential Securities 1992 - 1996
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Equities, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Trading
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
SUNY Oneonta 1988 — 1991
Bachelor of Arts (B.A.)
Gary Tagliamonte's Morgan Stanley Experience 1984 - 2008
Job Global Business Risk & Control Officer at HSBC Private Banking Division
Industry Banking
Experience
Bank of New York Mellon May 2008 - February 2012
Morgan Stanley 1984 - 2008
Skills
Fixed Income, Securities Lending, Middle Office, Equities, Prime Brokerage, Collateral Management, Operational Risk, Operational Risk..., Risk Management, Series 7, Back Office, Hedge Funds, Settlement, Securities, AML, Bloomberg, Bonds, Capital Markets, Corporate Actions, Equity Derivatives, Derivatives, FX Options, Financial Services, Fund Administration, Interest Rate..., Investment Banking, Options, Structured Products, Swaps, Credit Derivatives, Alternative Investments, FINRA, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1980 — 1988
Bank of New York Mellon May 2008 - February 2012
Morgan Stanley 1984 - 2008
Skills
Fixed Income, Securities Lending, Middle Office, Equities, Prime Brokerage, Collateral Management, Operational Risk, Operational Risk..., Risk Management, Series 7, Back Office, Hedge Funds, Settlement, Securities, AML, Bloomberg, Bonds, Capital Markets, Corporate Actions, Equity Derivatives, Derivatives, FX Options, Financial Services, Fund Administration, Interest Rate..., Investment Banking, Options, Structured Products, Swaps, Credit Derivatives, Alternative Investments, FINRA, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1980 — 1988
Joseph Rini's Morgan Stanley Experience 1992 - 1996
Job Vice President at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase 1998 - Present
Rockland County Times April 2012 - October 2014
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
American Stock Exchange 1985 - 1992
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase 1998 - Present
Rockland County Times April 2012 - October 2014
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
American Stock Exchange 1985 - 1992
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Jonathan Galletta's Morgan Stanley Experience June 2004 - October 2011
Job Vendor Relationship Manager at DTCC
Industry Financial Services
Experience
DTCC October 2011 - March 2015
Morgan Stanley June 2004 - October 2011
Skills
Derivatives, Risk Management, Fixed Income, Investments, Business Analysis, Equities, Financial Services, Trading Systems, Project Management, Investment Banking, Financial Markets, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance and Philosophy
Bronx Science
DTCC October 2011 - March 2015
Morgan Stanley June 2004 - October 2011
Skills
Derivatives, Risk Management, Fixed Income, Investments, Business Analysis, Equities, Financial Services, Trading Systems, Project Management, Investment Banking, Financial Markets, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance and Philosophy
Bronx Science
Jay Berman's Morgan Stanley Experience January 2008 - November 2010
Job Manager, Performance GRC Services at PwC
Industry Financial Services
Experience
PwC March 2014 - Present
Omnium Group August 2013 - March 2014
Wolters Kluwer Financial Services September 2012 - July 2013
Moody's Investors Service January 2011 - August 2012
Morgan Stanley January 2008 - November 2010
Skills
Entrepreneurship, Corporate Communications, Sales Presentations, Software Solution Sales, Relationship Management, Direct Sales, Risk Management, Competitive Analysis, Sales Management, Financial Services, Consulting
Education
Baruch College, City University of New York (CUNY)
Business (Corporate) Communication
MDS
PwC March 2014 - Present
Omnium Group August 2013 - March 2014
Wolters Kluwer Financial Services September 2012 - July 2013
Moody's Investors Service January 2011 - August 2012
Morgan Stanley January 2008 - November 2010
Skills
Entrepreneurship, Corporate Communications, Sales Presentations, Software Solution Sales, Relationship Management, Direct Sales, Risk Management, Competitive Analysis, Sales Management, Financial Services, Consulting
Education
Baruch College, City University of New York (CUNY)
Business (Corporate) Communication
MDS
Evangeline Morrisey's Morgan Stanley Experience 1999 - 2002
Job Independent Consumer Services Professional
Industry Consumer Services
Experience
morgan stanley 1999 - 2002
Skills
Series 7, Series 63, Securities, Equities, Strategic Financial...
Education
Baruch College, City University of New York (CUNY)
morgan stanley 1999 - 2002
Skills
Series 7, Series 63, Securities, Equities, Strategic Financial...
Education
Baruch College, City University of New York (CUNY)
Harsumeet Singh's Morgan Stanley Experience February 2010 - August 2012
Job Associate Credit Risk at JP Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
GE Capital August 2014 - December 2014
Glencore January 2012 - July 2014
Morgan Stanley February 2010 - August 2012
PRA Destination Management September 2007 - November 2007
Skills
Accounting, QuickBooks, Auditing, Accounts Receivable, SAP, Financial Risk, Portfolio Optimization, Risk Management, Market Risk, Financial Analysis, Equities, Fixed Income
Education
University of Connecticut 2013 — 2014
Masters of Science, Financial Risk Management
Baruch College, City University of New York (CUNY) 2005 — 2009
J.P. Morgan January 2015 - Present
GE Capital August 2014 - December 2014
Glencore January 2012 - July 2014
Morgan Stanley February 2010 - August 2012
PRA Destination Management September 2007 - November 2007
Skills
Accounting, QuickBooks, Auditing, Accounts Receivable, SAP, Financial Risk, Portfolio Optimization, Risk Management, Market Risk, Financial Analysis, Equities, Fixed Income
Education
University of Connecticut 2013 — 2014
Masters of Science, Financial Risk Management
Baruch College, City University of New York (CUNY) 2005 — 2009
Elliot Faivinov's Morgan Stanley Experience September 2009 - Present
Job Client Relationship Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Goldman Sachs May 2006 - December 2008
Morgan Stanley November 1996 - May 2006
Skills
Asset Allocation, Derivatives, Options, Prime Brokerage, Equities, CRM, Securities, Alternative Investments, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Morgan Stanley September 2009 - Present
Goldman Sachs May 2006 - December 2008
Morgan Stanley November 1996 - May 2006
Skills
Asset Allocation, Derivatives, Options, Prime Brokerage, Equities, CRM, Securities, Alternative Investments, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Jennifer Ruan's Morgan Stanley Experience August 2007 - July 2008
Job Assistant Vice President, Credit Risk Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
JPMorgan Chase October 2012 - April 2014
Bank of America Corporation July 2009 - October 2012
Merrill Lynch July 2008 - June 2009
Morgan Stanley August 2007 - July 2008
Morgan Stanley May 2007 - August 2007
U.S. Securities and Exchange Commission February 2007 - May 2007
Chubb Group of Insurance Companies February 2006 - February 2007
First Investors May 2006 - August 2006
Skills
Finance, Portfolio Management, Financial Risk, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Trading, Capital Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment/Economics
Deutsche Bank May 2014 - Present
JPMorgan Chase October 2012 - April 2014
Bank of America Corporation July 2009 - October 2012
Merrill Lynch July 2008 - June 2009
Morgan Stanley August 2007 - July 2008
Morgan Stanley May 2007 - August 2007
U.S. Securities and Exchange Commission February 2007 - May 2007
Chubb Group of Insurance Companies February 2006 - February 2007
First Investors May 2006 - August 2006
Skills
Finance, Portfolio Management, Financial Risk, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Trading, Capital Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment/Economics
Ellen Epstein's Morgan Stanley Experience August 2012 - Present
Job Senior Manager with Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2012 - Present
Resources Global Professionals November 2002 - August 2012
National Financial Services Group June 1993 - November 2002
Salomon Brothers 1987 - 1993
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Risk Management, Financial Reporting, Auditing, Business Process..., Financial Services, Managerial Finance, Management, Sarbanes-Oxley, Process Improvement, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Morgan Stanley August 2012 - Present
Resources Global Professionals November 2002 - August 2012
National Financial Services Group June 1993 - November 2002
Salomon Brothers 1987 - 1993
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Risk Management, Financial Reporting, Auditing, Business Process..., Financial Services, Managerial Finance, Management, Sarbanes-Oxley, Process Improvement, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Johanna Kiev's Morgan Stanley Experience April 2000 - September 2001
Job Director at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital November 2003 - August 2012
Emmes Asset Management September 2001 - October 2003
Morgan Stanley April 2000 - September 2001
Fitch Ratings May 1998 - April 2000
Skills
Due Diligence, Investments, Real Estate, Valuation, Asset Management, Real Estate Development, Leases, Disposition
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
MBA, Finance
Universite Paris IX Dauphine 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Rockwood Capital November 2003 - August 2012
Emmes Asset Management September 2001 - October 2003
Morgan Stanley April 2000 - September 2001
Fitch Ratings May 1998 - April 2000
Skills
Due Diligence, Investments, Real Estate, Valuation, Asset Management, Real Estate Development, Leases, Disposition
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
MBA, Finance
Universite Paris IX Dauphine 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Janette Vinciguerra's Morgan Stanley Experience May 2014 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley May 2014 - Present
RBC Capital Markets December 2010 - May 2014
RBC Capital Markets August 2009 - December 2010
JPMorgan February 2006 - June 2009
JPMorgan May 2005 - February 2006
Cantor Fitzgerald July 2004 - May 2005
Cantor Fitzgerald October 2003 - July 2004
Skills
Trading, Fixed Income, Equities, Trading Systems, Capital Markets, Finance, Investment Banking, Securities Lending, Credit, Program Management, Middle Office, Bloomberg, Back Office, Derivatives, Securities, Business Analysis, Prime Brokerage, Market Data, Electronic Trading, Project Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Major: Finance and Investments Minor: Computer Information Systems
Hofstra University 1997 — 1998
Morgan Stanley May 2014 - Present
RBC Capital Markets December 2010 - May 2014
RBC Capital Markets August 2009 - December 2010
JPMorgan February 2006 - June 2009
JPMorgan May 2005 - February 2006
Cantor Fitzgerald July 2004 - May 2005
Cantor Fitzgerald October 2003 - July 2004
Skills
Trading, Fixed Income, Equities, Trading Systems, Capital Markets, Finance, Investment Banking, Securities Lending, Credit, Program Management, Middle Office, Bloomberg, Back Office, Derivatives, Securities, Business Analysis, Prime Brokerage, Market Data, Electronic Trading, Project Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Major: Finance and Investments Minor: Computer Information Systems
Hofstra University 1997 — 1998
Joseph Sinchi's Morgan Stanley Experience 1998 - 2002
Job Private Client Advisor, J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
Grace Gao's Morgan Stanley Experience January 2010 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2010 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers January 2008 - October 2008
PwC September 2001 - January 2008
PwC July 1995 - August 2001
Skills
Capital Markets, Private Equity, Valuation, Hedge Funds, Investment Banking, Derivatives, Due Diligence, Equities, Risk Management, Financial Analysis
Education
Shanghai Institute of Foreign Trade 1991 — 1995
Bachelor of Arts (BA), International Business/Trade/Commerce
Baruch College
Master's degree, Accounting and Finance
Morgan Stanley January 2010 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers January 2008 - October 2008
PwC September 2001 - January 2008
PwC July 1995 - August 2001
Skills
Capital Markets, Private Equity, Valuation, Hedge Funds, Investment Banking, Derivatives, Due Diligence, Equities, Risk Management, Financial Analysis
Education
Shanghai Institute of Foreign Trade 1991 — 1995
Bachelor of Arts (BA), International Business/Trade/Commerce
Baruch College
Master's degree, Accounting and Finance
Felix Valdez's Morgan Stanley Experience August 2008 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Morgan Stanley Smith Barney March 2006 - August 2008
Citigroup June 2000 - March 2006
Citigroup July 1995 - June 2000
Skills
Series 7, Securities, AML, Investment Advisory, Private Banking, Wealth Management, Credit, Risk, Asset Management, Compliance, Risk Management, Banking, Operational Risk, KYC, Risk Mitigation, Governance, Financial Institutions, FX, Credit Risk, Accounting, Fraud, Compliance Audits, Brokerage, FINRA, Private Wealth..., Operational Risk..., USA PATRIOT Act, Capital Markets, BSA, OFAC, Securities Regulation, Compliance Management, Bank Secrecy Act, Internal Controls, Financial Risk, Auditing, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Bachlors, Accounting
Morgan Stanley August 2008 - Present
Morgan Stanley Smith Barney March 2006 - August 2008
Citigroup June 2000 - March 2006
Citigroup July 1995 - June 2000
Skills
Series 7, Securities, AML, Investment Advisory, Private Banking, Wealth Management, Credit, Risk, Asset Management, Compliance, Risk Management, Banking, Operational Risk, KYC, Risk Mitigation, Governance, Financial Institutions, FX, Credit Risk, Accounting, Fraud, Compliance Audits, Brokerage, FINRA, Private Wealth..., Operational Risk..., USA PATRIOT Act, Capital Markets, BSA, OFAC, Securities Regulation, Compliance Management, Bank Secrecy Act, Internal Controls, Financial Risk, Auditing, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Bachlors, Accounting
Giselle Almanzar's Morgan Stanley Experience October 1995 - July 1998
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2002 - Present
Lazard Asset Management July 1998 - June 2002
Morgan Stanley October 1995 - July 1998
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Credit Suisse July 2002 - Present
Lazard Asset Management July 1998 - June 2002
Morgan Stanley October 1995 - July 1998
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Jeannie Hermosura's Morgan Stanley Experience June 2007 - January 2009
Job Executive Assistant to COO HSBC Americas / HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets September 2014 - Present
BNY Mellon Clearing July 2010 - June 2014
Morgan Stanley June 2007 - January 2009
Credit Agricole Cheuvreux February 2005 - June 2007
MERCEDES-BENZ USA, LLC August 1998 - January 2005
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
B.B.A, Marketing Management
HSBC Global Banking and Markets September 2014 - Present
BNY Mellon Clearing July 2010 - June 2014
Morgan Stanley June 2007 - January 2009
Credit Agricole Cheuvreux February 2005 - June 2007
MERCEDES-BENZ USA, LLC August 1998 - January 2005
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
B.B.A, Marketing Management
Gino Pollari's Morgan Stanley Experience August 2014 - Present
Job Gasoline Scheduler/Blender at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley May 2008 - Present
Control Risks August 2006 - May 2008
Control Risks August 2006 - May 2008
Time Equities Inc February 2006 - August 2006
Deutsch August 2004 - January 2006
Deutsch Inc August 2004 - January 2006
Skills
Accounting, Budgeting, Accounts Receivable, Accounts Payable, Financial Reporting, General Ledger, Financial Analysis, Forecasting, Excel, Financial Modeling, Analysis, Commodities, Inventory Management, Invoicing, Financial Management, Risk Management, Banking, Compliance, Process Improvement, Financial Accounting, Microsoft Office, Word, Business Analysis, Internal Controls, Outlook, Problem Solving, Leadership
Education
Baruch College
Bachelor, Finance and Investments
Baruch College, City University of New York (CUNY)
BBA, Finance/Investments, Psychology
Morgan Stanley August 2014 - Present
Morgan Stanley May 2008 - Present
Control Risks August 2006 - May 2008
Control Risks August 2006 - May 2008
Time Equities Inc February 2006 - August 2006
Deutsch August 2004 - January 2006
Deutsch Inc August 2004 - January 2006
Skills
Accounting, Budgeting, Accounts Receivable, Accounts Payable, Financial Reporting, General Ledger, Financial Analysis, Forecasting, Excel, Financial Modeling, Analysis, Commodities, Inventory Management, Invoicing, Financial Management, Risk Management, Banking, Compliance, Process Improvement, Financial Accounting, Microsoft Office, Word, Business Analysis, Internal Controls, Outlook, Problem Solving, Leadership
Education
Baruch College
Bachelor, Finance and Investments
Baruch College, City University of New York (CUNY)
BBA, Finance/Investments, Psychology
Juan Carlos Medrano's Morgan Stanley Experience June 2005 - August 2005
Job Accounts Receivable Representative at Peter Cooper Village/Stuyvesant Town Management Office
Industry Accounting
Experience
Peter Cooper Village/Stuyvesant Town Management Office April 2012 - Present
Fratellone Medical Associates June 2008 - September 2009
In Vino Veritas June 2004 - October 2007
Morgan Stanley June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Macy's September 2002 - August 2003
Skills
Accounts Receivable, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Spanish, Financial Analysis, Real Estate, Public Speaking, Financial Audits, Analysis, Accounting
Education
City University of New York-Baruch College 2008 — 2011
Bachelor of Arts, Economics
Peter Cooper Village/Stuyvesant Town Management Office April 2012 - Present
Fratellone Medical Associates June 2008 - September 2009
In Vino Veritas June 2004 - October 2007
Morgan Stanley June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Macy's September 2002 - August 2003
Skills
Accounts Receivable, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Spanish, Financial Analysis, Real Estate, Public Speaking, Financial Audits, Analysis, Accounting
Education
City University of New York-Baruch College 2008 — 2011
Bachelor of Arts, Economics
Enna Weng's Morgan Stanley Experience January 2006 - July 2007
Job Executive at Macquarie Bank
Industry Investment Banking
Experience
Macquarie Bank September 2007 - Present
Morgan Stanley January 2006 - July 2007
Education
Sophia University
Asian Economics
Baruch College, City University of New York (CUNY)
Finance
Macquarie Bank September 2007 - Present
Morgan Stanley January 2006 - July 2007
Education
Sophia University
Asian Economics
Baruch College, City University of New York (CUNY)
Finance
Jeanine Lai's Morgan Stanley Experience April 2013 - June 2014
Job Finance Director
Industry Financial Services
Experience
Crothall/Mount Sinai May 2015 - Present
Crothall/Mount Sinai 2015 - Present
Morgan Stanley April 2013 - June 2014
Brooklyn Public Library June 2010 - February 2013
Turner & Townsend November 2009 - April 2010
Barclays Capital June 2004 - April 2010
Barclays Capital June 2004 - November 2009
ING January 2004 - April 2004
Instinet (Jersey City) May 2003 - January 2004
Moore Capital Management Corp June 2000 - September 2002
Skills
Accounting, Forecasting, Budgets, Analysis, Management, Internal Controls, Procurement, Internal Audit, Finance, Account Reconciliation, Negotiation, Business Planning, General Ledger, Payroll, Integration, Microsoft Excel, Managerial Finance, Financial Modeling
Education
Long Island University, Brooklyn Campus 1994 — 1997
MBA, International Business
LIU Brooklyn 1993 — 1997
MBA, International Business
Baruch College, City University of New York (CUNY) 1983 — 1988
BBS, Management / Accounting
Bernard M. Baruch College, CUNY 1983 — 1988
BBS, Management
Crothall/Mount Sinai May 2015 - Present
Crothall/Mount Sinai 2015 - Present
Morgan Stanley April 2013 - June 2014
Brooklyn Public Library June 2010 - February 2013
Turner & Townsend November 2009 - April 2010
Barclays Capital June 2004 - April 2010
Barclays Capital June 2004 - November 2009
ING January 2004 - April 2004
Instinet (Jersey City) May 2003 - January 2004
Moore Capital Management Corp June 2000 - September 2002
Skills
Accounting, Forecasting, Budgets, Analysis, Management, Internal Controls, Procurement, Internal Audit, Finance, Account Reconciliation, Negotiation, Business Planning, General Ledger, Payroll, Integration, Microsoft Excel, Managerial Finance, Financial Modeling
Education
Long Island University, Brooklyn Campus 1994 — 1997
MBA, International Business
LIU Brooklyn 1993 — 1997
MBA, International Business
Baruch College, City University of New York (CUNY) 1983 — 1988
BBS, Management / Accounting
Bernard M. Baruch College, CUNY 1983 — 1988
BBS, Management
Fiona Harrison's Morgan Stanley Experience August 2005 - Present
Job Director, Health Plans at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley August 2005 - Present
Skills
Employee Benefits, Defined Benefit, Pensions, 401k, Executive Pay, Deferred Compensation, Benefits Administration, ERISA, Financial Services, HRIS, Retirement, Succession Planning
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master's degree, Human Resources Management and Services
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Human Resources Management
Morgan Stanley August 2005 - Present
Skills
Employee Benefits, Defined Benefit, Pensions, 401k, Executive Pay, Deferred Compensation, Benefits Administration, ERISA, Financial Services, HRIS, Retirement, Succession Planning
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master's degree, Human Resources Management and Services
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Human Resources Management
Eric De Sousa (Virgil), CPA's Morgan Stanley Experience August 2008 - August 2009
Job Accountant
Industry Accounting
Experience
Morgan Stanley August 2008 - August 2009
ABN AMRO Bank 1999 - 2003
Skills
Accounting, Auditing, QuickBooks, GAAP, Financial Reporting, Tax, Financial Accounting, Account Reconciliation, Tax Returns, Internal Controls, Financial Analysis, Cash Management, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Accounting
Universidad de Panamá
Bachelor of Business Administration (B.B.A.), Economics
Morgan Stanley August 2008 - August 2009
ABN AMRO Bank 1999 - 2003
Skills
Accounting, Auditing, QuickBooks, GAAP, Financial Reporting, Tax, Financial Accounting, Account Reconciliation, Tax Returns, Internal Controls, Financial Analysis, Cash Management, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Accounting
Universidad de Panamá
Bachelor of Business Administration (B.B.A.), Economics
John Mignone's Morgan Stanley Experience September 2007 - November 2010
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC June 2014 - Present
Barclays Investment Bank September 2013 - June 2014
Goldman Sachs March 2011 - September 2013
Morgan Stanley September 2007 - November 2010
GFI Group 2005 - 2007
J.L. Berkowitz LP May 2006 - September 2006
Sanford C. Bernstein 2003 - 2005
Skills
Equities, Trading, Currency, Options, Portfolio Management, Middle Office, Prime Brokerage, FX Options, Risk Management, Securities, Microsoft Excel, Hedge Funds, Series 7, Investments, Business Analysis, Bloomberg, Asset Management, FX, Settlements, Financial Analysis, Back Office, Trading Systems, Risk, Equity Trading, Swaps, Excel, Due Diligence, Financial Markets, Emerging Markets, Compliance, Customer Relations, Process Engineering, Bonds, Derivatives, Management, Project Management, Operations Management, Operating Systems, Process Scheduler, Financial Risk, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Providence College 1998 — 2002
BS, Finance
HSBC June 2014 - Present
Barclays Investment Bank September 2013 - June 2014
Goldman Sachs March 2011 - September 2013
Morgan Stanley September 2007 - November 2010
GFI Group 2005 - 2007
J.L. Berkowitz LP May 2006 - September 2006
Sanford C. Bernstein 2003 - 2005
Skills
Equities, Trading, Currency, Options, Portfolio Management, Middle Office, Prime Brokerage, FX Options, Risk Management, Securities, Microsoft Excel, Hedge Funds, Series 7, Investments, Business Analysis, Bloomberg, Asset Management, FX, Settlements, Financial Analysis, Back Office, Trading Systems, Risk, Equity Trading, Swaps, Excel, Due Diligence, Financial Markets, Emerging Markets, Compliance, Customer Relations, Process Engineering, Bonds, Derivatives, Management, Project Management, Operations Management, Operating Systems, Process Scheduler, Financial Risk, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Providence College 1998 — 2002
BS, Finance
Elizabeth Diorio's Morgan Stanley Experience April 2014 - Present
Job Senior Manager at Morgan Stanley, CPA
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Goldman Sachs March 2010 - April 2014
Goldman Sachs July 2008 - March 2010
The Bank of New York Mellon 2007 - 2008
Skills
Financial Analysis, Corporate Finance, Regulatory Capital, Consolidated Financial..., Internal Audit, Financial Services, Derivatives, Accounting, Capital Markets, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accouting and Internal Audit
Morgan Stanley April 2014 - Present
Goldman Sachs March 2010 - April 2014
Goldman Sachs July 2008 - March 2010
The Bank of New York Mellon 2007 - 2008
Skills
Financial Analysis, Corporate Finance, Regulatory Capital, Consolidated Financial..., Internal Audit, Financial Services, Derivatives, Accounting, Capital Markets, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accouting and Internal Audit
Igor Shtogrin, CFA's Morgan Stanley Experience September 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Barclays Capital August 2012 - September 2015
Bank of America Merrill Lynch September 2008 - August 2012
Merrill Lynch & Co., Inc. March 2001 - September 2008
Moody's Investors Service March 1995 - March 2001
Skills
Fixed Income, Risk Management, Portfolio Management, Credit Risk, Derivatives, Capital Markets, Credit, Investment Banking, Market Risk, Mergers & Acquisitions, Financial Risk, Credit Analysis, Hedge Funds, Banking, Corporate Finance, Financial Modeling, Structured Products, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Accounting
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Finance and Investments
Morgan Stanley September 2015 - Present
Barclays Capital August 2012 - September 2015
Bank of America Merrill Lynch September 2008 - August 2012
Merrill Lynch & Co., Inc. March 2001 - September 2008
Moody's Investors Service March 1995 - March 2001
Skills
Fixed Income, Risk Management, Portfolio Management, Credit Risk, Derivatives, Capital Markets, Credit, Investment Banking, Market Risk, Mergers & Acquisitions, Financial Risk, Credit Analysis, Hedge Funds, Banking, Corporate Finance, Financial Modeling, Structured Products, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Accounting
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Finance and Investments
James Pritchett's Morgan Stanley Experience July 1997 - July 2010
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide March 2012 - Present
Consultant November 2010 - March 2012
Morgan Stanley July 1997 - July 2010
MetLife July 1994 - July 1997
New York Life Insurance Company June 1988 - July 1994
Skills
Mutual Funds, Series 7, Investments, Series 63, Financial Services, Risk Management, Wealth Management, Retirement Planning, Insurance, Product Development, Fixed Annuities, Management, FINRA, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Finance & Investments
University at Albany, SUNY
BA, Psychology, Business
Nationwide March 2012 - Present
Consultant November 2010 - March 2012
Morgan Stanley July 1997 - July 2010
MetLife July 1994 - July 1997
New York Life Insurance Company June 1988 - July 1994
Skills
Mutual Funds, Series 7, Investments, Series 63, Financial Services, Risk Management, Wealth Management, Retirement Planning, Insurance, Product Development, Fixed Annuities, Management, FINRA, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Finance & Investments
University at Albany, SUNY
BA, Psychology, Business
Jonathan Chubak,MBA,CRPC®'s Morgan Stanley Experience January 2008 - October 2013
Job Financial Advisor at Citi PWM
Industry Financial Services
Experience
Citi September 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - September 2014
Morgan Stanley January 2008 - October 2013
Merrill Lynch January 2006 - December 2007
Skills
Series 7, Equities, Financial Modeling, Investments, Portfolio Management, Wealth Management, Financial Analysis, Securities, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA)
Queens College 2001 — 2004
Bachelor of Arts (B.A.), Economics
Citi September 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - September 2014
Morgan Stanley January 2008 - October 2013
Merrill Lynch January 2006 - December 2007
Skills
Series 7, Equities, Financial Modeling, Investments, Portfolio Management, Wealth Management, Financial Analysis, Securities, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA)
Queens College 2001 — 2004
Bachelor of Arts (B.A.), Economics
Gene Klayman's Morgan Stanley Experience August 2005 - November 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2013 - Present
Goldman Sachs January 2012 - December 2013
Goldman Sachs Asset Management November 2010 - January 2012
Morgan Stanley August 2005 - November 2010
Morgan Stanley Institutional Securities August 2004 - August 2005
AICPA May 2000 - August 2003
IconNicholson May 1999 - August 1999
Skills
Reporting & Analysis, QlikView, IT Investment Management, Business Intelligence, Databases, Statistics, Integration, Object Oriented Design, Sybase, C#, SQL, Equities, Fixed Income, Business Analysis, Trading Systems, Management, Derivatives, Java, QlikView Development, Software Development, Trading, Project Management, Business Objects, Finance, DB2, Perl, Data Mining
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Quantitative Finance, Data Models
New York University 2002 — 2005
BS, Information Technology, Mathematics
Baruch College, City University of New York (CUNY) 2001 — 2002
BS
Goldman Sachs December 2013 - Present
Goldman Sachs January 2012 - December 2013
Goldman Sachs Asset Management November 2010 - January 2012
Morgan Stanley August 2005 - November 2010
Morgan Stanley Institutional Securities August 2004 - August 2005
AICPA May 2000 - August 2003
IconNicholson May 1999 - August 1999
Skills
Reporting & Analysis, QlikView, IT Investment Management, Business Intelligence, Databases, Statistics, Integration, Object Oriented Design, Sybase, C#, SQL, Equities, Fixed Income, Business Analysis, Trading Systems, Management, Derivatives, Java, QlikView Development, Software Development, Trading, Project Management, Business Objects, Finance, DB2, Perl, Data Mining
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Quantitative Finance, Data Models
New York University 2002 — 2005
BS, Information Technology, Mathematics
Baruch College, City University of New York (CUNY) 2001 — 2002
BS
Iris Feng's Morgan Stanley Experience June 2008 - June 2010
Job Senior Associate at EY
Industry Financial Services
Experience
EY July 2012 - Present
Morgan Stanley June 2008 - June 2010
HSBC July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Management, Research, Public Speaking, Finance, Chinese, Accounting, Consulting
Education
Pace University - Lubin School of Business 2011 — 2012
Master's Degree, Tax Law/Taxation
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor's Degree, Accounting
EY July 2012 - Present
Morgan Stanley June 2008 - June 2010
HSBC July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Management, Research, Public Speaking, Finance, Chinese, Accounting, Consulting
Education
Pace University - Lubin School of Business 2011 — 2012
Master's Degree, Tax Law/Taxation
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor's Degree, Accounting
John Yurkowski's Morgan Stanley Experience April 1999 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
ivette vazquez's Morgan Stanley Experience January 1997 - Present
Job Vice President, Legal & Compliance Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1997 - Present
Skills
Asset Management, Capital Markets, Mergers & Acquisitions, Equities, Fixed Income, Due Diligence, Securities, Mergers, Vendor Management, Private Equity, Portfolio Management, Business Development, Series 7, Real Estate Economics, Program Management, Business Analysis, Asset Managment, Budgets, Management, Risk Management, Investments, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Financial Services, Executive Management, Finance, Contract Negotiation, Negotiation, Contract Management, Real Estate
Education
Brooklyn Law School 1992 — 1996
Doctor of Law (J.D.)
Baruch College, City University of New York (CUNY) 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General and minor in English Literature
Morgan Stanley January 1997 - Present
Skills
Asset Management, Capital Markets, Mergers & Acquisitions, Equities, Fixed Income, Due Diligence, Securities, Mergers, Vendor Management, Private Equity, Portfolio Management, Business Development, Series 7, Real Estate Economics, Program Management, Business Analysis, Asset Managment, Budgets, Management, Risk Management, Investments, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Financial Services, Executive Management, Finance, Contract Negotiation, Negotiation, Contract Management, Real Estate
Education
Brooklyn Law School 1992 — 1996
Doctor of Law (J.D.)
Baruch College, City University of New York (CUNY) 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General and minor in English Literature
Estilita Cotrina's Morgan Stanley Experience May 2015 - Present
Job Assistant Vice President, Relationship Management Group at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley Wealth Management May 2013 - January 2014
MetLife May 2012 - May 2013
MetLife September 2011 - May 2012
MetLife June 2010 - September 2011
Metropolitan Life Insurance Company September 2009 - June 2010
Skills
Internal Communications, Corporate Communications, Marketing Communications, Direct Marketing, Insurance, Brand Management, Integrated Marketing, Market Planning, Marketing Management, Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Advertising, Web Analytics, Market Research, Social Media, Fixed Annuities, Charitable Gift..., Variable Annuities, 401k, Direct Mail
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, International Marketing
Morgan Stanley May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley Wealth Management May 2013 - January 2014
MetLife May 2012 - May 2013
MetLife September 2011 - May 2012
MetLife June 2010 - September 2011
Metropolitan Life Insurance Company September 2009 - June 2010
Skills
Internal Communications, Corporate Communications, Marketing Communications, Direct Marketing, Insurance, Brand Management, Integrated Marketing, Market Planning, Marketing Management, Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Advertising, Web Analytics, Market Research, Social Media, Fixed Annuities, Charitable Gift..., Variable Annuities, 401k, Direct Mail
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, International Marketing
Juliane Keppler's Morgan Stanley Experience 1985 - February 1988
Job Managing Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX October 2011 - Present
KPMG LLP July 1996 - October 2011
Georgeson Shareholder June 1988 - April 1996
Morgan Stanley 1985 - February 1988
Skills
Shareholder Analysis, Mergers, PTP, Tax Basis, Compliance, Foreign Private Issuer..., Investor Relations, Regulatory Filings, Cost Basis Reporting, Mergers & Acquisitions, Corporate Governance, Financial Analysis, Tax, Investments, Management, Capital Markets, Strategy, Securities, Equities, M&A experience, Financial Services, Finance, Due Diligence, Analysis
Education
City University of New York-Hunter College 2002 — 2004
Math
Baruch College, City University of New York (CUNY) 1986 — 1991
MBA, Finance
Clark University 1979 — 1983
BA, Psychology
NASDAQ OMX October 2011 - Present
KPMG LLP July 1996 - October 2011
Georgeson Shareholder June 1988 - April 1996
Morgan Stanley 1985 - February 1988
Skills
Shareholder Analysis, Mergers, PTP, Tax Basis, Compliance, Foreign Private Issuer..., Investor Relations, Regulatory Filings, Cost Basis Reporting, Mergers & Acquisitions, Corporate Governance, Financial Analysis, Tax, Investments, Management, Capital Markets, Strategy, Securities, Equities, M&A experience, Financial Services, Finance, Due Diligence, Analysis
Education
City University of New York-Hunter College 2002 — 2004
Math
Baruch College, City University of New York (CUNY) 1986 — 1991
MBA, Finance
Clark University 1979 — 1983
BA, Psychology
Jeff Leung's Morgan Stanley Experience January 2004 - July 2004
Job Manager Finance at AIG
Industry Insurance
Experience
AIG January 2014 - Present
AIG May 2006 - December 2013
Lazard Frères & Co. LLC August 2005 - September 2005
Credit s June 2005 - July 2005
Morgan Stanley January 2004 - July 2004
Skills
Web Development, System Administration, Management, XP, Microsoft SQL Server, Analysis, Insurance, Professional Liability, Property & Casualty..., Underwriting
Education
New York Software Industry Association (NYSIA)
Certificate in Windows Operating Systems and Microsoft SQL Server
Baruch College, City University of New York (CUNY) 2000 — 2003
Bachelor, Computer information systems
AIG January 2014 - Present
AIG May 2006 - December 2013
Lazard Frères & Co. LLC August 2005 - September 2005
Credit s June 2005 - July 2005
Morgan Stanley January 2004 - July 2004
Skills
Web Development, System Administration, Management, XP, Microsoft SQL Server, Analysis, Insurance, Professional Liability, Property & Casualty..., Underwriting
Education
New York Software Industry Association (NYSIA)
Certificate in Windows Operating Systems and Microsoft SQL Server
Baruch College, City University of New York (CUNY) 2000 — 2003
Bachelor, Computer information systems
Julia Dolinsky's Morgan Stanley Experience 2008 - 2008
Job
Industry Financial Services
Experience
Makosi (Deutsche Bank) February 2013 - August 2013
JMX Capital 2009 - 2011
Morgan Stanley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Equities, Derivatives, Fixed Income, Options, Portfolio Management, Financial Modeling, Securities, Credit Derivatives, Equity Derivatives, Investments, Financial Markets, Asset Management, Market Risk, Alternative Investments, Risk Management, Financial Analysis, Equity Trading, Operational Risk, Financial Services, Valuation, Equity Research, Swaps, Corporate Finance, Bonds, Asset Allocation, Structured Products, Middle Office, Bloomberg, Hedge Funds, Trading Systems, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Pyatigorsk State Linguistic University
B.A., Linguistics and Psychology
Makosi (Deutsche Bank) February 2013 - August 2013
JMX Capital 2009 - 2011
Morgan Stanley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Equities, Derivatives, Fixed Income, Options, Portfolio Management, Financial Modeling, Securities, Credit Derivatives, Equity Derivatives, Investments, Financial Markets, Asset Management, Market Risk, Alternative Investments, Risk Management, Financial Analysis, Equity Trading, Operational Risk, Financial Services, Valuation, Equity Research, Swaps, Corporate Finance, Bonds, Asset Allocation, Structured Products, Middle Office, Bloomberg, Hedge Funds, Trading Systems, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Pyatigorsk State Linguistic University
B.A., Linguistics and Psychology
Frank Barone, CPA's Morgan Stanley Experience July 2000 - July 2005
Job Controller at Rho Ventures
Industry Venture Capital & Private Equity
Experience
Rho Ventures August 2005 - Present
Morgan Stanley July 2000 - July 2005
Eisner LLP November 1996 - July 2000
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Accounting, Financial Reporting, Finance, Corporate Finance, US GAAP, Venture Capital, Internal Controls, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Accounting
Rho Ventures August 2005 - Present
Morgan Stanley July 2000 - July 2005
Eisner LLP November 1996 - July 2000
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Accounting, Financial Reporting, Finance, Corporate Finance, US GAAP, Venture Capital, Internal Controls, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Accounting
Elda Coka's Morgan Stanley Experience July 2014 - Present
Job VP at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2014 - Present
J.P. Morgan January 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns 2005 - 2007
Skills
Market Risk, Derivatives, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Fixed Income, Investments, Financial Risk, Risk Management, VAR, FX Options, Hedge Funds, Investment Banking
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Finance, General
NYU, SCPS 2006 — 2006
Certificate in Financial Risk Management, Risk Management
Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley July 2014 - Present
J.P. Morgan January 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns 2005 - 2007
Skills
Market Risk, Derivatives, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Fixed Income, Investments, Financial Risk, Risk Management, VAR, FX Options, Hedge Funds, Investment Banking
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Finance, General
NYU, SCPS 2006 — 2006
Certificate in Financial Risk Management, Risk Management
Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Jordan Gold, CFA's Morgan Stanley Experience May 2010 - July 2012
Job Finance Professional
Industry Financial Services
Experience
Barclays February 2013 - Present
BlueCrest Capital Management, LLP August 2012 - December 2012
Morgan Stanley May 2010 - July 2012
Credit Suisse August 2006 - May 2010
Skills
Derivatives, Financial Modeling, Fixed Income, Valuation, FX Options, Equity Derivatives, Financial Reporting, Investment Banking, Hedge Funds, Options, Financial Analysis, Financial Markets, Credit Derivatives, Structured Products, Mergers & Acquisitions, Securities, Finance, Product Control, Emerging Markets, Exotic Derivatives, Microsoft Excel, VBA, Portfolio Optimization, Interest Rate..., Financial Accounting, Financial Controlling, Microsoft Office, PowerPoint, Bloomberg, Presentations, OIS, Corporate Finance, Trading, Analysis, DCF, Capital Markets, Financial Risk, Swaps, Foreign Exchange, Bonds, Market Risk, Middle Office, Financial Statement..., Trading Systems, DCF Valuation, Regression Analysis, Regression Models, CTD
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA), Finance and Economics, 3.95
Baruch College 2006 — 2008
Advanced Certificate, Accounting, 4.0
Baruch College 2006 — 2007
Master Certificate, Finance & Investments, 4.0
Investment Banking Institute 2012 — 2012
Financial modeling and valuation
Boston University 2001 — 2005
Bachelor's degree, Economics
Barclays February 2013 - Present
BlueCrest Capital Management, LLP August 2012 - December 2012
Morgan Stanley May 2010 - July 2012
Credit Suisse August 2006 - May 2010
Skills
Derivatives, Financial Modeling, Fixed Income, Valuation, FX Options, Equity Derivatives, Financial Reporting, Investment Banking, Hedge Funds, Options, Financial Analysis, Financial Markets, Credit Derivatives, Structured Products, Mergers & Acquisitions, Securities, Finance, Product Control, Emerging Markets, Exotic Derivatives, Microsoft Excel, VBA, Portfolio Optimization, Interest Rate..., Financial Accounting, Financial Controlling, Microsoft Office, PowerPoint, Bloomberg, Presentations, OIS, Corporate Finance, Trading, Analysis, DCF, Capital Markets, Financial Risk, Swaps, Foreign Exchange, Bonds, Market Risk, Middle Office, Financial Statement..., Trading Systems, DCF Valuation, Regression Analysis, Regression Models, CTD
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA), Finance and Economics, 3.95
Baruch College 2006 — 2008
Advanced Certificate, Accounting, 4.0
Baruch College 2006 — 2007
Master Certificate, Finance & Investments, 4.0
Investment Banking Institute 2012 — 2012
Financial modeling and valuation
Boston University 2001 — 2005
Bachelor's degree, Economics
Jason C. Stewart Sr.'s Morgan Stanley Experience March 2012 - September 2012
Job Consultant Gardian Life Insurance
Industry Research
Experience
Guardian Life January 2013 - November 2013
RBS Citizens Financial Group October 2012 - December 2012
Morgan Stanley March 2012 - September 2012
Guardian Life November 2011 - February 2012
The City College of New York / LaGuardia Community College November 2009 - July 2011
Parson Consulting / Scholastic Publishing November 2006 - April 2008
Credit Suisse April 2004 - September 2006
Skills
TECHNICAL SKILLS, Analysis, Management, Cross-functional Team..., Finance, Project Management, Budgets, Accounting, Forecasting
Education
Baruch College, City University of New York (CUNY)
BBA, Finance / Investing
Borough of Manhattan Community College
AAS, Accounting
Guardian Life January 2013 - November 2013
RBS Citizens Financial Group October 2012 - December 2012
Morgan Stanley March 2012 - September 2012
Guardian Life November 2011 - February 2012
The City College of New York / LaGuardia Community College November 2009 - July 2011
Parson Consulting / Scholastic Publishing November 2006 - April 2008
Credit Suisse April 2004 - September 2006
Skills
TECHNICAL SKILLS, Analysis, Management, Cross-functional Team..., Finance, Project Management, Budgets, Accounting, Forecasting
Education
Baruch College, City University of New York (CUNY)
BBA, Finance / Investing
Borough of Manhattan Community College
AAS, Accounting
Jefferson Zambrano's Morgan Stanley Experience January 2008 - June 2010
Job Assistant Vice President Delta One Trader
Industry Financial Services
Experience
Barclays July 2014 - Present
Morgan Stanley January 2008 - June 2010
Skills
Bloomberg, Trading, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Investment Banking, Options
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
Bachelor of Business Administration (BBA), Operations Management and Supervision
Barclays July 2014 - Present
Morgan Stanley January 2008 - June 2010
Skills
Bloomberg, Trading, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Investment Banking, Options
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
Bachelor of Business Administration (BBA), Operations Management and Supervision
Edward Sirota's Morgan Stanley Experience March 2008 - Present
Job Executive Director Global Head of Tax Accounting (ASC 740) Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2008 - Present
JPMorgan Chase June 2000 - March 2008
Donaldson, Lufkin & Jenrette June 1999 - June 2000
Ernst & Young January 1997 - June 1999
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Account Reconciliation, Financial Statements, Finance, Sarbanes-Oxley, Financial Analysis, US GAAP, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Tax, Auditing, International Tax, Strategic Financial..., Cash Management, CPA, Financial Reporting, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, Taxation
City University of New York-Baruch College 1993 — 1996
BBA, Accounting
Tashkent, HS # 64 1981 — 1991
Morgan Stanley March 2008 - Present
JPMorgan Chase June 2000 - March 2008
Donaldson, Lufkin & Jenrette June 1999 - June 2000
Ernst & Young January 1997 - June 1999
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Account Reconciliation, Financial Statements, Finance, Sarbanes-Oxley, Financial Analysis, US GAAP, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Tax, Auditing, International Tax, Strategic Financial..., Cash Management, CPA, Financial Reporting, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
MBA, Taxation
City University of New York-Baruch College 1993 — 1996
BBA, Accounting
Tashkent, HS # 64 1981 — 1991
Josephine Brook's Morgan Stanley Experience 2014 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Guggenheim Partners 2011 - 2014
Goldman Sachs 2003 - 2008
Ernst & Young 2001 - 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Asset Management, Auditing, Anti-Money Laundering, Money Market (2a-7), Budget Process, Budget Monitoring, Financial Analysis, Website Development, Web Content Management, Web Content, Financial Services, Due Diligence, Corporate Finance, AML
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Finance
State University of New York College at Buffalo 1992 — 1995
BS, Accounting, Information Services
Morgan Stanley 2014 - Present
Guggenheim Partners 2011 - 2014
Goldman Sachs 2003 - 2008
Ernst & Young 2001 - 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Asset Management, Auditing, Anti-Money Laundering, Money Market (2a-7), Budget Process, Budget Monitoring, Financial Analysis, Website Development, Web Content Management, Web Content, Financial Services, Due Diligence, Corporate Finance, AML
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Finance
State University of New York College at Buffalo 1992 — 1995
BS, Accounting, Information Services
Inga Khalavsky (Lyubomirskaya)'s Morgan Stanley Experience May 2007 - May 2008
Job Product Manager
Industry Financial Services
Experience
DTCC July 2011 - Present
Sapient Global Markets June 2008 - June 2011
Morgan Stanley May 2007 - May 2008
Skills
Credit Derivatives, Communication Skills, Interest Rate..., Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investments
DTCC July 2011 - Present
Sapient Global Markets June 2008 - June 2011
Morgan Stanley May 2007 - May 2008
Skills
Credit Derivatives, Communication Skills, Interest Rate..., Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investments
Jorge Cantos's Morgan Stanley Experience March 2014 - April 2015
Job Analyst, Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley September 2012 - February 2014
Alpari January 2011 - January 2012
CMS Forex June 2010 - October 2010
Trade Office of Ecuador September 2009 - June 2010
Banco Santander October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
FX Options, Trading, Financial Markets, Equities, Banking, Currency
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Science, Business Administration; Finance
Morgan Stanley Wealth Management April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley September 2012 - February 2014
Alpari January 2011 - January 2012
CMS Forex June 2010 - October 2010
Trade Office of Ecuador September 2009 - June 2010
Banco Santander October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
FX Options, Trading, Financial Markets, Equities, Banking, Currency
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Science, Business Administration; Finance
Hash Naseem's Morgan Stanley Experience August 2013 - Present
Job Business Analyst OTC Derivatives at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley January 2011 - August 2013
Liberty Tax Service May 2008 - June 2010
Skills
Microsoft Excel, Financial Analysis, VBA, SQL, Financial Modeling, Financial Statement..., Equity Valuation, Management Consulting, DCF Valuation, Strategic Consulting, Valuation, Business Strategy, Options
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor's Degree, Finance & Investments
Morgan Stanley August 2013 - Present
Morgan Stanley January 2011 - August 2013
Liberty Tax Service May 2008 - June 2010
Skills
Microsoft Excel, Financial Analysis, VBA, SQL, Financial Modeling, Financial Statement..., Equity Valuation, Management Consulting, DCF Valuation, Strategic Consulting, Valuation, Business Strategy, Options
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor's Degree, Finance & Investments
Edyta Polkosnik's Morgan Stanley Experience September 2006 - January 2012
Job Global Revenue Accounting and Finance Operations at Bloomberg
Industry Financial Services
Experience
Bloomberg LP January 2012 - Present
Morgan Stanley September 2006 - January 2012
Ernst & Young May 2003 - September 2006
Education
University of Notre Dame 2003 — 2004
Master's degree, Accounting
City University of New York-Baruch College 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Bloomberg LP January 2012 - Present
Morgan Stanley September 2006 - January 2012
Ernst & Young May 2003 - September 2006
Education
University of Notre Dame 2003 — 2004
Master's degree, Accounting
City University of New York-Baruch College 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Geary, Seamus's Morgan Stanley Experience June 2012 - Present
Job Global Institutional Equities Client Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - June 2012
Morgan Stanley June 2010 - June 2011
Morgan Stanley December 2006 - June 2010
Fimat USA 2001 - 2006
Skills
Investment Banking, Structured Products, PowerPoint, Hedge Funds, Derivatives
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Accounting
Cork Institute of Technology
Charleville CBS 1984 — 1989
High School
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - June 2012
Morgan Stanley June 2010 - June 2011
Morgan Stanley December 2006 - June 2010
Fimat USA 2001 - 2006
Skills
Investment Banking, Structured Products, PowerPoint, Hedge Funds, Derivatives
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Accounting
Cork Institute of Technology
Charleville CBS 1984 — 1989
High School
John Stracquadanio's Morgan Stanley Experience 1989 - 1997
Job Managing Director Scotiabank
Industry Banking
Experience
Scotiabank July 2010 - Present
Barclays Capital 1998 - 2010
Morgan Stanley 1989 - 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Science/Statistics
Scotiabank July 2010 - Present
Barclays Capital 1998 - 2010
Morgan Stanley 1989 - 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Science/Statistics
Elia Frid's Morgan Stanley Experience October 2013 - Present
Job Financial Reporting at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2013 - Present
New York Life Insurance Company December 2010 - October 2013
Thomson Reuters 2009 - 2010
Skills
Accounting, General Ledger, Financial Reporting, Financial Accounting, Cookies, Internal Controls, Financial Analysis, Account Reconciliation, Auditing
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley October 2013 - Present
New York Life Insurance Company December 2010 - October 2013
Thomson Reuters 2009 - 2010
Skills
Accounting, General Ledger, Financial Reporting, Financial Accounting, Cookies, Internal Controls, Financial Analysis, Account Reconciliation, Auditing
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Gigi Chan's Morgan Stanley Experience July 1993 - Present
Job Project Manager
Industry Financial Services
Experience
Morgan Stanley July 1993 - Present
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
Morgan Stanley July 1993 - Present
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
Jane Ng, CPA, CIA's Morgan Stanley Experience October 2011 - October 2012
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2012 - Present
Morgan Stanley October 2011 - October 2012
New York Life Insurance Company June 2006 - October 2011
New York Life Insurance Company March 2005 - June 2006
Skills
Financial Analysis, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, Statutory Accounting, Internal Audit, Analytics
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Credit Suisse October 2012 - Present
Morgan Stanley October 2011 - October 2012
New York Life Insurance Company June 2006 - October 2011
New York Life Insurance Company March 2005 - June 2006
Skills
Financial Analysis, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, Statutory Accounting, Internal Audit, Analytics
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Frantz Jean's Morgan Stanley Experience January 1985 - January 2006
Job President at Konbit Pou Potapiman Inc
Industry Nonprofit Organization Management
Experience
Konbit Pou Potapiman Inc March 2011 - Present
Morgan Stanley January 1985 - January 2006
Skills
Budgets, Financial Analysis, Due Diligence, Managerial Finance, Nonprofits, Microsoft Excel, Entrepreneurship, Contract Negotiation, French, Microsoft Office, Team Building, Analysis, Business Planning, Public Speaking, Project Management, Program Management, Management Consulting, Strategic Planning, Management, Business Development, Risk Management, Business Strategy, Accounting
Education
Baruch College 1981 — 1985
BBA, Accounting
College St Pierre- HAITI 1961 — 1968
High School
Konbit Pou Potapiman Inc March 2011 - Present
Morgan Stanley January 1985 - January 2006
Skills
Budgets, Financial Analysis, Due Diligence, Managerial Finance, Nonprofits, Microsoft Excel, Entrepreneurship, Contract Negotiation, French, Microsoft Office, Team Building, Analysis, Business Planning, Public Speaking, Project Management, Program Management, Management Consulting, Strategic Planning, Management, Business Development, Risk Management, Business Strategy, Accounting
Education
Baruch College 1981 — 1985
BBA, Accounting
College St Pierre- HAITI 1961 — 1968
High School
George Mougias's Morgan Stanley Experience 1999 - 2000
Job Senior Financial Accountant & Analyst
Industry Financial Services
Experience
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
Jose Espinal Jr.'s Morgan Stanley Experience September 1996 - August 2008
Job Director at Milbank
Industry Legal Services
Experience
Milbank, Tweed, Hadley & McCloy LLP January 2015 - Present
BlackRock February 2012 - December 2014
Goldman Sachs September 2008 - February 2012
Morgan Stanley September 1996 - August 2008
Skills
Financial Reporting, Accounting, PeopleSoft, Deferred Compensation, Payroll
Education
Baruch College 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Milbank, Tweed, Hadley & McCloy LLP January 2015 - Present
BlackRock February 2012 - December 2014
Goldman Sachs September 2008 - February 2012
Morgan Stanley September 1996 - August 2008
Skills
Financial Reporting, Accounting, PeopleSoft, Deferred Compensation, Payroll
Education
Baruch College 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Irum Khan's Morgan Stanley Experience February 2010 - April 2012
Job Dodd Frank Associate
Industry Financial Services
Experience
HSBC July 2014 - Present
Tullett Prebon December 2013 - June 2014
BMO Capital Markets November 2012 - November 2013
BMO Capital Markets September 2012 - October 2012
Morgan Stanley February 2010 - April 2012
UBS June 2008 - September 2008
Skills
Microsoft Office, DTC, Equilend, Sungard, Loanet, Global One, ADP, Postedge/Broadridge, ICI
Education
Baruch College 2006 — 2009
Bachelor's degree, Finance and Investment
HSBC July 2014 - Present
Tullett Prebon December 2013 - June 2014
BMO Capital Markets November 2012 - November 2013
BMO Capital Markets September 2012 - October 2012
Morgan Stanley February 2010 - April 2012
UBS June 2008 - September 2008
Skills
Microsoft Office, DTC, Equilend, Sungard, Loanet, Global One, ADP, Postedge/Broadridge, ICI
Education
Baruch College 2006 — 2009
Bachelor's degree, Finance and Investment
Juliana Wu's Morgan Stanley Experience August 2002 - July 2009
Job CFO at Jefferies Capital Partners
Industry Accounting
Experience
Jefferies Capital Partners July 2009 - Present
Morgan Stanley August 2002 - July 2009
Credit Suisse August 2001 - August 2002
EY January 1998 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York (CUNY)
Jefferies Capital Partners July 2009 - Present
Morgan Stanley August 2002 - July 2009
Credit Suisse August 2001 - August 2002
EY January 1998 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York (CUNY)
Jennifer Ramkissoon's Morgan Stanley Experience June 2015 - August 2015
Job
Industry Financial Services
Experience
Baruch College August 2014 - Present
Morgan Stanley June 2015 - August 2015
Baruch College May 2014 - August 2014
UNIQLO September 2013 - August 2014
Abercrombie & Fitch April 2012 - August 2013
Center for the Women of New York June 2011 - August 2011
Skills
Communication, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Public Speaking, Social Media
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Bronx High School of Science 2008 — 2012
Specialized High School Regents Diploma
Baruch College August 2014 - Present
Morgan Stanley June 2015 - August 2015
Baruch College May 2014 - August 2014
UNIQLO September 2013 - August 2014
Abercrombie & Fitch April 2012 - August 2013
Center for the Women of New York June 2011 - August 2011
Skills
Communication, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Public Speaking, Social Media
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Bronx High School of Science 2008 — 2012
Specialized High School Regents Diploma
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS