Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
John Bagan John Bagan's Morgan Stanley Experience 1987 - 1989
Job Chief Operating Officer at Drum Workshop
Industry Music
Experience
Guitar Center 2008 - August 2014
Albertsons/Supervalu 2004 - 2006
Albertsons 2002 - 2004
Target 1998 - 2002
Bruno's Supermarkets 1997 - 1998
American Stores - Jewel, Osco, Lucky, Sav-on, Acme, Shaw's, Star 1992 - 1998
Morgan Stanley 1987 - 1989
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Marketing
Northwestern University 1983 — 1987
Bachelor of Arts (BA), Political Science and French
Guitar Center 2008 - August 2014
Albertsons/Supervalu 2004 - 2006
Albertsons 2002 - 2004
Target 1998 - 2002
Bruno's Supermarkets 1997 - 1998
American Stores - Jewel, Osco, Lucky, Sav-on, Acme, Shaw's, Star 1992 - 1998
Morgan Stanley 1987 - 1989
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Marketing
Northwestern University 1983 — 1987
Bachelor of Arts (BA), Political Science and French
Scott Lorenzen Scott Lorenzen's Morgan Stanley Experience November 1991 - July 2004
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors July 2004 - November 2008
Morgan Stanley November 1991 - July 2004
Deloitte & Touche 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BS, Industrial Engineering
Northwestern University 1977 — 1981
BS, Industrial Engineering
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors July 2004 - November 2008
Morgan Stanley November 1991 - July 2004
Deloitte & Touche 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BS, Industrial Engineering
Northwestern University 1977 — 1981
BS, Industrial Engineering
Pamela Watson Pamela Watson's Morgan Stanley Experience July 2005 - May 2006
Job Business Program Manager | WWM&O, Sales & Marketing Group Readiness Global Industry
Industry E-Learning
Experience
Microsoft March 2014 - Present
Microsoft April 2013 - March 2014
Microsoft July 2012 - April 2013
Apex Learning, Inc. November 2009 - July 2012
MindPoint 2006 - 2009
Merrill Lynch/ Banc of America Investments January 2007 - August 2008
Oppenheimer & Co. June 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Tech Data April 1992 - April 1997
Skills
Visio, Executive Management, Training, SharePoint, Project Management, Blended Learning, Instructor-led Training, Agile Methodologies, Vendor Management, Program Management, Curriculum Design, Risk Management, Content Development, Instructional Design, Team Building, MS Project, Requirements Analysis, E-Learning, Product Management, Business Development, Staff Development, Management, CMS, SaaS, Performance Management, Cloud Computing, Distance Learning, Microsoft Office, Software Project..., CRM, Business Intelligence, Agile Project Management, Project Planning, Analysis, Strategy, Team Leadership, Content Management, Business Planning, Leadership, Cross-functional Team..., Process Improvement
Education
Northwest University, Kirkland WA 2014 — 2016
B.A., Business Management, Psychology minor
Northwest University 2011 — 2014
Associate of Arts (A.A.), General Studies
Bellevue College
Project Management
Osceola High School
Microsoft March 2014 - Present
Microsoft April 2013 - March 2014
Microsoft July 2012 - April 2013
Apex Learning, Inc. November 2009 - July 2012
MindPoint 2006 - 2009
Merrill Lynch/ Banc of America Investments January 2007 - August 2008
Oppenheimer & Co. June 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Tech Data April 1992 - April 1997
Skills
Visio, Executive Management, Training, SharePoint, Project Management, Blended Learning, Instructor-led Training, Agile Methodologies, Vendor Management, Program Management, Curriculum Design, Risk Management, Content Development, Instructional Design, Team Building, MS Project, Requirements Analysis, E-Learning, Product Management, Business Development, Staff Development, Management, CMS, SaaS, Performance Management, Cloud Computing, Distance Learning, Microsoft Office, Software Project..., CRM, Business Intelligence, Agile Project Management, Project Planning, Analysis, Strategy, Team Leadership, Content Management, Business Planning, Leadership, Cross-functional Team..., Process Improvement
Education
Northwest University, Kirkland WA 2014 — 2016
B.A., Business Management, Psychology minor
Northwest University 2011 — 2014
Associate of Arts (A.A.), General Studies
Bellevue College
Project Management
Osceola High School
Jennifer Huang Jennifer Huang's Morgan Stanley Experience September 1998 - August 2000
Job Vice President of Marketing, Alterna Haircare
Industry Consumer Goods
Experience
Alterna Haircare November 2014 - Present
L'Oréal August 2009 - April 2014
Kraft Foods August 2004 - August 2009
Warburg Pincus September 2000 - June 2002
Morgan Stanley September 1998 - August 2000
Skills
Competitive Analysis, Brand Management, Customer Insight, Consumer Products, Marketing Strategy, Market Research, Segmentation, FMCG, Product Development, Business Strategy, Product Marketing, Cross-functional Team..., Product Innovation, Strategy, Marketing Management, Digital Marketing, Marketing Communications, Integrated Marketing, Marketing, P&L Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA)
Northwestern University 1994 — 1998
BSJ
Alterna Haircare November 2014 - Present
L'Oréal August 2009 - April 2014
Kraft Foods August 2004 - August 2009
Warburg Pincus September 2000 - June 2002
Morgan Stanley September 1998 - August 2000
Skills
Competitive Analysis, Brand Management, Customer Insight, Consumer Products, Marketing Strategy, Market Research, Segmentation, FMCG, Product Development, Business Strategy, Product Marketing, Cross-functional Team..., Product Innovation, Strategy, Marketing Management, Digital Marketing, Marketing Communications, Integrated Marketing, Marketing, P&L Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA)
Northwestern University 1994 — 1998
BSJ
John Choi's Morgan Stanley Experience June 2012 - July 2012
Job Associate at Global Bank
Industry Financial Services
Experience
Global Bank June 2015 - Present
Global Bank June 2014 - June 2015
Kellogg School of Management June 2013 - August 2013
Samsung Securities June 2013 - August 2013
Morningstar July 2012 - September 2012
Morgan Stanley June 2012 - July 2012
Martin Investment Management, LLC March 2012 - June 2012
Skills
Microsoft Office, Matlab, Equity Research, Salesforce.com
Education
Northwestern University 2010 — 2015
Bachelor's Degree, Economics, Business Institutions
Global Bank June 2015 - Present
Global Bank June 2014 - June 2015
Kellogg School of Management June 2013 - August 2013
Samsung Securities June 2013 - August 2013
Morningstar July 2012 - September 2012
Morgan Stanley June 2012 - July 2012
Martin Investment Management, LLC March 2012 - June 2012
Skills
Microsoft Office, Matlab, Equity Research, Salesforce.com
Education
Northwestern University 2010 — 2015
Bachelor's Degree, Economics, Business Institutions
Kimberly (Crichton) Enders CFP Kimberly (Crichton) Enders CFP's Morgan Stanley Experience February 2000 - February 2003
Job Registered Principal & CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Summit Brokerage Services, Inc. September 2015 - Present
J.P. Turner & Company, LLC (Member SIPC) 8344 Hall Road, Suite 211, Utica MI 48617 December 2008 - September 2015
ING Financial Partners 2003 - 2008
Morgan Stanley February 2000 - February 2003
JPMorgan Chase 1997 - December 2000
ING Investment Management January 1995 - January 1997
Skills
Retirement Planning, Series 24, Series 7, Wealth Management, Financial Planning
Education
Northwestern University 2014 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services
Michigan State University 1991 — 1995
BA, Psychology
Summit Brokerage Services, Inc. September 2015 - Present
J.P. Turner & Company, LLC (Member SIPC) 8344 Hall Road, Suite 211, Utica MI 48617 December 2008 - September 2015
ING Financial Partners 2003 - 2008
Morgan Stanley February 2000 - February 2003
JPMorgan Chase 1997 - December 2000
ING Investment Management January 1995 - January 1997
Skills
Retirement Planning, Series 24, Series 7, Wealth Management, Financial Planning
Education
Northwestern University 2014 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services
Michigan State University 1991 — 1995
BA, Psychology
Brandon Taylor's Morgan Stanley Experience January 1996 - March 1998
Job Vice President of NA Sales Oil & Gas, Utility & Power and Mining at Digital Globe
Industry Oil & Energy
Experience
DigitalGlobe August 2015 - Present
Spatial Energy July 2014 - Present
Drillinginfo October 2013 - July 2014
Drillinginfo March 2011 - October 2013
Drillinginfo July 2007 - May 2011
Drillinginfo 2006 - 2008
Drillinginfo, Inc August 2006 - June 2007
Dell, Inc January 2003 - January 2005
Dell April 1998 - October 2003
Morgan Stanley January 1996 - March 1998
Skills
Salesforce.com, Sales Process, Solution Selling, Building Relationships, Account Management, Strategic Planning, Business Growth..., Sales Operations, Sales Management, International Sales, Forecasting, Management, Team Leadership, Marketing Strategy, Business Development, Recruiting, Cross-functional Team..., Energy, Channel Partners, Strategic Partnerships, Business Strategy, SaaS, Marketing, Entrepreneurship, Emotional Intelligence
Education
Northwestern State University 1991 — 1995
DigitalGlobe August 2015 - Present
Spatial Energy July 2014 - Present
Drillinginfo October 2013 - July 2014
Drillinginfo March 2011 - October 2013
Drillinginfo July 2007 - May 2011
Drillinginfo 2006 - 2008
Drillinginfo, Inc August 2006 - June 2007
Dell, Inc January 2003 - January 2005
Dell April 1998 - October 2003
Morgan Stanley January 1996 - March 1998
Skills
Salesforce.com, Sales Process, Solution Selling, Building Relationships, Account Management, Strategic Planning, Business Growth..., Sales Operations, Sales Management, International Sales, Forecasting, Management, Team Leadership, Marketing Strategy, Business Development, Recruiting, Cross-functional Team..., Energy, Channel Partners, Strategic Partnerships, Business Strategy, SaaS, Marketing, Entrepreneurship, Emotional Intelligence
Education
Northwestern State University 1991 — 1995
Rachel Kalt Rachel Kalt's Morgan Stanley Experience June 2007 - September 2007
Job Senior Strategist at The Culinary Edge
Industry Consumer Goods
Experience
The Culinary Edge January 2013 - Present
The Culinary Edge September 2011 - December 2012
The Culinary Edge July 2010 - September 2011
Bonnier Corporation September 2009 - January 2010
Lucid Food September 2009 - January 2010
Hillstone Restaurant Group June 2009 - September 2009
Bonnier Corporation June 2008 - September 2008
Citi June 2008 - September 2008
Private Family September 2007 - June 2008
Morgan Stanley June 2007 - September 2007
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Communication Studies, Gender Studies
Instituto Internacional, Madrid, Spain 2008 — 2008
Liberal Arts Program, Spanish Media Studies, Spanish Politics, International Relations
The Culinary Edge January 2013 - Present
The Culinary Edge September 2011 - December 2012
The Culinary Edge July 2010 - September 2011
Bonnier Corporation September 2009 - January 2010
Lucid Food September 2009 - January 2010
Hillstone Restaurant Group June 2009 - September 2009
Bonnier Corporation June 2008 - September 2008
Citi June 2008 - September 2008
Private Family September 2007 - June 2008
Morgan Stanley June 2007 - September 2007
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Communication Studies, Gender Studies
Instituto Internacional, Madrid, Spain 2008 — 2008
Liberal Arts Program, Spanish Media Studies, Spanish Politics, International Relations
Rosa Li Rosa Li's Morgan Stanley Experience July 2008 - July 2010
Job Founder at Rosali Tea
Industry Internet
Experience
Pomelo Fashion August 2013 - July 2014
Citrus Lane June 2013 - August 2013
True&Co January 2013 - June 2013
Warburg Pincus August 2010 - July 2012
Morgan Stanley July 2008 - July 2010
U.S. Department of State August 2007 - July 2008
Merrill Lynch June 2006 - August 2006
Goldman Sachs June 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Investments, Due Diligence, Emerging Markets, Private Equity, Financial Analysis, Business Analytics, Customer Acquisition, Marketing, Entrepreneurship, Start-ups, E-commerce, Strategy, Digital Marketing, Digital Strategy, Merchandising, Product Management
Education
Stanford Graduate School of Business
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE)
Northwestern University
B.A., Mathematical Methods in the Social Sciences (MMSS), Economics, German
Pomelo Fashion August 2013 - July 2014
Citrus Lane June 2013 - August 2013
True&Co January 2013 - June 2013
Warburg Pincus August 2010 - July 2012
Morgan Stanley July 2008 - July 2010
U.S. Department of State August 2007 - July 2008
Merrill Lynch June 2006 - August 2006
Goldman Sachs June 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Investments, Due Diligence, Emerging Markets, Private Equity, Financial Analysis, Business Analytics, Customer Acquisition, Marketing, Entrepreneurship, Start-ups, E-commerce, Strategy, Digital Marketing, Digital Strategy, Merchandising, Product Management
Education
Stanford Graduate School of Business
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE)
Northwestern University
B.A., Mathematical Methods in the Social Sciences (MMSS), Economics, German
Jonathan Greenberg's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Broadway Near You September 2012 - August 2013
Pinyata, Inc. August 2011 - August 2012
Fox Filmed Entertainment May 2010 - January 2012
The Robert Simonds Company August 2008 - May 2010
Skills
Strategy, Entertainment, Television, New Media, Content Strategy, Feature Films, Broadcast, Management
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Economics
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Communication, Business Institutions
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Broadway Near You September 2012 - August 2013
Pinyata, Inc. August 2011 - August 2012
Fox Filmed Entertainment May 2010 - January 2012
The Robert Simonds Company August 2008 - May 2010
Skills
Strategy, Entertainment, Television, New Media, Content Strategy, Feature Films, Broadcast, Management
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Economics
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Communication, Business Institutions
Likuan Qin's Morgan Stanley Experience June 2015 - August 2015
Job Graduate student at Northwestern University
Industry Research
Experience
Northwestern University June 2013 - Present
Morgan Stanley June 2015 - August 2015
Peking University March 2010 - November 2011
Skills
Matlab, Statistics, LaTeX, Mathematica, Numerical Analysis, Financial Modeling, Applied Probability, Monte Carlo Simulation, Optimization
Education
Northwestern University 2012 — 2017
Doctor of Philosophy (Ph.D.), Financial Engineering
Peking University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Northwestern University June 2013 - Present
Morgan Stanley June 2015 - August 2015
Peking University March 2010 - November 2011
Skills
Matlab, Statistics, LaTeX, Mathematica, Numerical Analysis, Financial Modeling, Applied Probability, Monte Carlo Simulation, Optimization
Education
Northwestern University 2012 — 2017
Doctor of Philosophy (Ph.D.), Financial Engineering
Peking University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Ariel Malloy Ariel Malloy's Morgan Stanley Experience June 2014 - August 2014
Job StudentAthlete at Northwestern University
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Kellogg School of Management September 2013 - June 2014
Student Organization Finance Office January 2012 - May 2014
Johnson Controls June 2013 - August 2013
McConnell Jones Lanier & Murphy LLP June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft CRM
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics Major; Communication Studies Major; Spanish Minor; Leadership Certificate
Saint John's School 2005 — 2011
High School Degree, College Prepatory
Morgan Stanley June 2014 - August 2014
Kellogg School of Management September 2013 - June 2014
Student Organization Finance Office January 2012 - May 2014
Johnson Controls June 2013 - August 2013
McConnell Jones Lanier & Murphy LLP June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft CRM
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics Major; Communication Studies Major; Spanish Minor; Leadership Certificate
Saint John's School 2005 — 2011
High School Degree, College Prepatory
Crystal Harper Crystal Harper's Morgan Stanley Experience June 2015 - Present
Job Human Resources Analyst at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley June 2015 - Present
Medill School Of Journalism September 2012 - 2015
Time Warner Inc. June 2013 - August 2014
Gannett Company June 2012 - August 2012
Morgan Stanley June 2010 - July 2011
Skills
Public Speaking, Public Relations, Marketing Communications, PowerPoint, Marketing, Microsoft Excel, Digital Media, Social Media, Marketing Strategy, Facebook, Social Media Marketing, Microsoft Office, Market Research
Education
Northwestern University 2011 — 2015
Bachelor's Degree, Communication Studies, Senior
Morgan Stanley June 2015 - Present
Medill School Of Journalism September 2012 - 2015
Time Warner Inc. June 2013 - August 2014
Gannett Company June 2012 - August 2012
Morgan Stanley June 2010 - July 2011
Skills
Public Speaking, Public Relations, Marketing Communications, PowerPoint, Marketing, Microsoft Excel, Digital Media, Social Media, Marketing Strategy, Facebook, Social Media Marketing, Microsoft Office, Market Research
Education
Northwestern University 2011 — 2015
Bachelor's Degree, Communication Studies, Senior
Allison Hung Allison Hung's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Deloitte Corporate Finance August 2012 - September 2012
Goldman Sachs June 2012 - August 2012
Deloitte July 2011 - August 2011
Avon June 2009 - August 2009
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics, Japanese Language and Culture
Northwestern University - Kellogg School of Management 2012 — 2014
Certificate Program for Undergraduates, Financial Economics
Branksome Hall 2006 — 2010
International Baccalaureate Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Deloitte Corporate Finance August 2012 - September 2012
Goldman Sachs June 2012 - August 2012
Deloitte July 2011 - August 2011
Avon June 2009 - August 2009
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics, Japanese Language and Culture
Northwestern University - Kellogg School of Management 2012 — 2014
Certificate Program for Undergraduates, Financial Economics
Branksome Hall 2006 — 2010
International Baccalaureate Diploma
Neil Machhar's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
Morgan Stanley June 2013 - August 2013
Northwestern University, Feinberg School of Medicine May 2011 - May 2012
Northwestern Memorial Hospital June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Social Media, Stata, Ensembl, Financial Modeling, Financial Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Business Insitutions
Berkeley Preparatory School 2006 — 2010
McKinsey & Company September 2014 - Present
Morgan Stanley June 2013 - August 2013
Northwestern University, Feinberg School of Medicine May 2011 - May 2012
Northwestern Memorial Hospital June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Social Media, Stata, Ensembl, Financial Modeling, Financial Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Business Insitutions
Berkeley Preparatory School 2006 — 2010
Teresa Ainsworth Teresa Ainsworth's Morgan Stanley Experience 1997 - 2003
Job Executive Assistant/Bella Voce Coordinator for Sterling Bank Wealth Management
Industry Financial Services
Experience
Umpqua Bank April 2014 - Present
Sterling Bank February 2012 - April 2014
First Independent Bank April 2007 - February 2012
Harvest Capital Avisors March 2005 - April 2007
Morgan Stanley 1997 - 2003
Skills
Credit, Banking, Wealth Management, Loans, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Mortgage Lending, Microsoft Excel, Commercial Lending, Customer Service
Education
Northwest Nazarene University
Umpqua Bank April 2014 - Present
Sterling Bank February 2012 - April 2014
First Independent Bank April 2007 - February 2012
Harvest Capital Avisors March 2005 - April 2007
Morgan Stanley 1997 - 2003
Skills
Credit, Banking, Wealth Management, Loans, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Mortgage Lending, Microsoft Excel, Commercial Lending, Customer Service
Education
Northwest Nazarene University
Emily London Emily London's Morgan Stanley Experience June 2009 - May 2012
Job Manager, Advisory Services, People & Organizational Change EY
Industry Management Consulting
Experience
EY February 2014 - Present
Calkins Media June 2013 - August 2013
Experiences International May 2012 - August 2012
Morgan Stanley June 2009 - May 2012
Citi July 2007 - June 2009
Skills
Onboarding, New Hire Orientations, Performance Management, Leadership Development, Organizational..., PowerPoint, Microsoft Excel, Organizational..., Microsoft Office, Outlook, Event Planning, Leadership, Microsoft Word, Public Speaking, Analysis, Employee Relations, Community Outreach, Event Management, Social Networking, Fundraising, Talent Management, Public Relations, Personnel Management, Editing, Strategy, Social Media, Recruiting, Market Research, Interviews, Human Resources, Marketing Communications, SPSS, Social Media Marketing, Training, Staff Development, Strategic Planning, Nonprofits, Program Management, Management Consulting, Integrated Marketing
Education
Northwestern University 2012 — 2013
Master's degree, Corporate Communications & Media Management
Vanderbilt University 2003 — 2007
BS, Human & Organizational Development; Spanish, Cum Laude
EY February 2014 - Present
Calkins Media June 2013 - August 2013
Experiences International May 2012 - August 2012
Morgan Stanley June 2009 - May 2012
Citi July 2007 - June 2009
Skills
Onboarding, New Hire Orientations, Performance Management, Leadership Development, Organizational..., PowerPoint, Microsoft Excel, Organizational..., Microsoft Office, Outlook, Event Planning, Leadership, Microsoft Word, Public Speaking, Analysis, Employee Relations, Community Outreach, Event Management, Social Networking, Fundraising, Talent Management, Public Relations, Personnel Management, Editing, Strategy, Social Media, Recruiting, Market Research, Interviews, Human Resources, Marketing Communications, SPSS, Social Media Marketing, Training, Staff Development, Strategic Planning, Nonprofits, Program Management, Management Consulting, Integrated Marketing
Education
Northwestern University 2012 — 2013
Master's degree, Corporate Communications & Media Management
Vanderbilt University 2003 — 2007
BS, Human & Organizational Development; Spanish, Cum Laude
Fernanda Serpa Fernanda Serpa's Morgan Stanley Experience June 2015 - Present
Job Public Finance Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Univision Communications Inc. February 2015 - May 2015
ISBE September 2014 - May 2015
Northwestern University Dance Marathon October 2013 - May 2015
Peer Health Exchange October 2013 - September 2014
NU Gives Back March 2014 - June 2014
Skills
Microsoft Excel, Photoshop, Data Analysis, HTML, Microsoft Office, English, Customer Service, Adobe Creative Suite, Editing, Social Media, Microsoft Word, Matlab, Teamwork, PowerPoint, InDesign, Research, Facebook
Education
Northwestern University 2012 — 2016
American Heritage High School 2008 — 2012
Morgan Stanley June 2015 - Present
Univision Communications Inc. February 2015 - May 2015
ISBE September 2014 - May 2015
Northwestern University Dance Marathon October 2013 - May 2015
Peer Health Exchange October 2013 - September 2014
NU Gives Back March 2014 - June 2014
Skills
Microsoft Excel, Photoshop, Data Analysis, HTML, Microsoft Office, English, Customer Service, Adobe Creative Suite, Editing, Social Media, Microsoft Word, Matlab, Teamwork, PowerPoint, InDesign, Research, Facebook
Education
Northwestern University 2012 — 2016
American Heritage High School 2008 — 2012
Tina Chung Tina Chung's Morgan Stanley Experience December 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley 2009 - December 2013
Credit Suisse 2007 - 2009
Skills
Transaction Origination, Principal Investing, Structured Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Energy, Capital Markets, Private Equity, Valuation, Alternative Investments, Investments
Education
Northwestern University
Bachelor's degree, Biology, English Literature
Morgan Stanley December 2013 - Present
Morgan Stanley 2009 - December 2013
Credit Suisse 2007 - 2009
Skills
Transaction Origination, Principal Investing, Structured Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Energy, Capital Markets, Private Equity, Valuation, Alternative Investments, Investments
Education
Northwestern University
Bachelor's degree, Biology, English Literature
Isaac Fisher Isaac Fisher's Morgan Stanley Experience July 2014 - August 2014
Job Student at Northwestern University
Industry
Antoinette Lucas Antoinette Lucas's Morgan Stanley Experience June 2015 - Present
Job Financial Advisor Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Boys and Girls Clubs of America 2015 - 2015
Mutual of Omaha April 2013 - May 2014
James Madison University January 2004 - October 2013
Olympian-'96 Field Hockey January 1990 - October 2002
Waddell & Reed August 2001 - August 2002
Northeastern University August 1999 - April 2001
The Home Depot April 1995 - August 1999
Duke University August 1996 - June 1999
Skills
Higher Education, Teaching, Public Speaking, Student Affairs, Community Outreach, Program Development, Fundraising, Event Planning, Sports Management, Curriculum Development, Research, Sports, Curriculum Design, Coaching, Staff Development, Nonprofits, Leadership, Sales, Customer Service, Social Media
Education
Northwestern University 1987 — 1992
BS, Psychology
Morgan Stanley June 2015 - Present
Boys and Girls Clubs of America 2015 - 2015
Mutual of Omaha April 2013 - May 2014
James Madison University January 2004 - October 2013
Olympian-'96 Field Hockey January 1990 - October 2002
Waddell & Reed August 2001 - August 2002
Northeastern University August 1999 - April 2001
The Home Depot April 1995 - August 1999
Duke University August 1996 - June 1999
Skills
Higher Education, Teaching, Public Speaking, Student Affairs, Community Outreach, Program Development, Fundraising, Event Planning, Sports Management, Curriculum Development, Research, Sports, Curriculum Design, Coaching, Staff Development, Nonprofits, Leadership, Sales, Customer Service, Social Media
Education
Northwestern University 1987 — 1992
BS, Psychology
Annemarie Crouch Annemarie Crouch's Morgan Stanley Experience 2000 - November 2005
Job Human Resources Professional
Industry Human Resources
Experience
Barclays Wealth and Investment Management October 2012 - October 2014
Barclays Wealth and Investment Management February 2009 - October 2012
Barclays Wealth and Investment Management November 2005 - February 2009
Morgan Stanley 2000 - November 2005
Davies Arnold Cooper LLP September 1997 - 2000
Skills
Global Human Resources..., Strategic Human..., Organizational..., Change Management, Global Compensation, Leadership Development, Talent Management, Employee Relations, Organizational..., Organizational..., Strategic Leadership, Team Management, Disciplinary &..., Executive Coaching, Professional Mentoring, Personnel Management
Education
Northumbria University 1993 — 1997
Bachelor of Arts (BA), Business Studies
Barclays Wealth and Investment Management October 2012 - October 2014
Barclays Wealth and Investment Management February 2009 - October 2012
Barclays Wealth and Investment Management November 2005 - February 2009
Morgan Stanley 2000 - November 2005
Davies Arnold Cooper LLP September 1997 - 2000
Skills
Global Human Resources..., Strategic Human..., Organizational..., Change Management, Global Compensation, Leadership Development, Talent Management, Employee Relations, Organizational..., Organizational..., Strategic Leadership, Team Management, Disciplinary &..., Executive Coaching, Professional Mentoring, Personnel Management
Education
Northumbria University 1993 — 1997
Bachelor of Arts (BA), Business Studies
Charles Littlefield Charles Littlefield's Morgan Stanley Experience 1998 - 1999
Job
Industry International Trade and Development
Experience
Internews Network 2013 - 2013
International Republican Institute 2004 - 2011
Organization of American States 2003 - 2004
Wintershall Holding GmbH 1999 - 2002
ERM: Environmental Resources Management 1999 - 1999
Morgan Stanley 1998 - 1999
Education
University of Maryland College Park 2014 — 2016
Master's Degree, Applied Economics
Elliott School of International Affairs
Master's Degree, IA / Economic Development Policy
Northwestern University
Bachelor's Degree, Geoscience
USDA Graduate School
Internews Network 2013 - 2013
International Republican Institute 2004 - 2011
Organization of American States 2003 - 2004
Wintershall Holding GmbH 1999 - 2002
ERM: Environmental Resources Management 1999 - 1999
Morgan Stanley 1998 - 1999
Education
University of Maryland College Park 2014 — 2016
Master's Degree, Applied Economics
Elliott School of International Affairs
Master's Degree, IA / Economic Development Policy
Northwestern University
Bachelor's Degree, Geoscience
USDA Graduate School
Andrew Barbakoff's Morgan Stanley Experience June 2015 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Private Wealth Management September 2014 - December 2014
Fuksa Khorshid, LLC July 2014 - August 2014
Nassau County- 10th Judicial District; Supreme Court July 2013 - September 2013
Skills
Legal Research, Research, Litigation, Westlaw, Legal Writing, Microsoft Word, Spanish, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Public Speaking, Social Media, Data Analysis, Finance, Editing, Market Research, Investments, Economics
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), History, Political Science, and Business Institutions
Ward Melville High School 2007 — 2011
Regents Diploma with Advanced Designation
Morgan Stanley June 2015 - Present
Morgan Stanley Private Wealth Management September 2014 - December 2014
Fuksa Khorshid, LLC July 2014 - August 2014
Nassau County- 10th Judicial District; Supreme Court July 2013 - September 2013
Skills
Legal Research, Research, Litigation, Westlaw, Legal Writing, Microsoft Word, Spanish, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Public Speaking, Social Media, Data Analysis, Finance, Editing, Market Research, Investments, Economics
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), History, Political Science, and Business Institutions
Ward Melville High School 2007 — 2011
Regents Diploma with Advanced Designation
Jim Butkus's Morgan Stanley Experience 1995 - 2000
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Morgan Stanley 1995 - 2000
Goldman Sachs 1990 - 1995
Skills
Investments, Fixed Income, Portfolio Management, Equities, Series 7, Asset Management, Financial Analysis, Mutual Funds, Series 63, Financial Services
Education
U. of Missouri-Columbia 1981 — 1983
M.S.W., Mental Health Counseling/Counselor
Northwest Missouri State University 1975 — 1978
BS.ed, Psychology
Wells Fargo Advisors, LLC 2009 - Present
Morgan Stanley 1995 - 2000
Goldman Sachs 1990 - 1995
Skills
Investments, Fixed Income, Portfolio Management, Equities, Series 7, Asset Management, Financial Analysis, Mutual Funds, Series 63, Financial Services
Education
U. of Missouri-Columbia 1981 — 1983
M.S.W., Mental Health Counseling/Counselor
Northwest Missouri State University 1975 — 1978
BS.ed, Psychology
John Schwalbach John Schwalbach's Morgan Stanley Experience October 1993 - Present
Job FVP Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1993 - Present
Morgan Stanley Smith Barney March 2009 - April 2011
Smith Barney December 2006 - March 2009
Smith Barney October 2005 - December 2006
Skills
Descretionary Portfolio..., Estate Planning, Wealth Preservation, Options Strategies, Portfolio Management, Wealth Management...
Education
Purdue University 1988 — 1992
Northwestern University 2005 — 2006
Certified Financial Planning Education Program
Loyola Academy
Morgan Stanley October 1993 - Present
Morgan Stanley Smith Barney March 2009 - April 2011
Smith Barney December 2006 - March 2009
Smith Barney October 2005 - December 2006
Skills
Descretionary Portfolio..., Estate Planning, Wealth Preservation, Options Strategies, Portfolio Management, Wealth Management...
Education
Purdue University 1988 — 1992
Northwestern University 2005 — 2006
Certified Financial Planning Education Program
Loyola Academy
Kristina Wang's Morgan Stanley Experience June 2012 - August 2012
Job Recent Northwestern grad
Industry Internet
Experience
Aon June 2014 - August 2014
Orbitz Worldwide October 2013 - December 2013
Swaggable June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Overseas Radio & Television June 2011 - August 2011
Skills
Marketing, Facebook, Strategy, Social Media, Sales, Data Analysis, Microsoft Office, Project Management, Salesforce, Social Media Marketing, Bloomberg, Microsoft Excel, Translation, Business Development
Education
Northwestern University 2011 — 2015
B.S. Political Science
Crystal Springs Uplands School 2005 — 2011
Aon June 2014 - August 2014
Orbitz Worldwide October 2013 - December 2013
Swaggable June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Overseas Radio & Television June 2011 - August 2011
Skills
Marketing, Facebook, Strategy, Social Media, Sales, Data Analysis, Microsoft Office, Project Management, Salesforce, Social Media Marketing, Bloomberg, Microsoft Excel, Translation, Business Development
Education
Northwestern University 2011 — 2015
B.S. Political Science
Crystal Springs Uplands School 2005 — 2011
Eric Ellison Eric Ellison's Morgan Stanley Experience March 1987 - July 2008
Job Real Estate Lending and Investment | CMBS | Structured Products | US, Europe and Asia Experience
Industry Real Estate
Experience
Situs April 2014 - September 2014
CW Financial Services LLC 2011 - 2013
EDE Advisors September 2008 - July 2011
Morgan Stanley March 1987 - July 2008
Morgan Stanley July 1999 - June 2008
Morgan Stanley July 1996 - June 1999
Morgan Stanley July 1994 - June 1996
Morgan Stanley March 1990 - June 1994
Morgan Stanley March 1987 - May 1990
Skills
Real Estate Finance, Commercial Real Estate, Capital Markets, Risk Management, Investments, CMBS, Distressed Debt, Structured Finance, New Business Development, Investment Banking, Asset Management, Private Equity, Valuation, Due Diligence, Financial Modeling, Fixed Income, Finance, Real Estate Economics
Education
Northwestern University 1982 — 1986
BA, Mathematics
Situs April 2014 - September 2014
CW Financial Services LLC 2011 - 2013
EDE Advisors September 2008 - July 2011
Morgan Stanley March 1987 - July 2008
Morgan Stanley July 1999 - June 2008
Morgan Stanley July 1996 - June 1999
Morgan Stanley July 1994 - June 1996
Morgan Stanley March 1990 - June 1994
Morgan Stanley March 1987 - May 1990
Skills
Real Estate Finance, Commercial Real Estate, Capital Markets, Risk Management, Investments, CMBS, Distressed Debt, Structured Finance, New Business Development, Investment Banking, Asset Management, Private Equity, Valuation, Due Diligence, Financial Modeling, Fixed Income, Finance, Real Estate Economics
Education
Northwestern University 1982 — 1986
BA, Mathematics
Christina Chao Christina Chao's Morgan Stanley Experience June 2009 - August 2009
Job Senior Manager, Corporate Development at Univision
Industry Entertainment
Experience
Univision Communications Inc. May 2015 - Present
HBO November 2013 - May 2015
Goldman, Sachs & Co. July 2012 - October 2013
Goldman, Sachs & Co. June 2011 - August 2011
Goldman, Sachs & Co. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Northwestern University 2008 — 2012
B.A., Economics
Univision Communications Inc. May 2015 - Present
HBO November 2013 - May 2015
Goldman, Sachs & Co. July 2012 - October 2013
Goldman, Sachs & Co. June 2011 - August 2011
Goldman, Sachs & Co. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Northwestern University 2008 — 2012
B.A., Economics
Sukai Qin's Morgan Stanley Experience June 2012 - July 2014
Job Client Services at Moat Inc
Industry Marketing and Advertising
Experience
Moat August 2014 - Present
Morgan Stanley June 2012 - July 2014
Carlson School of Management August 2011 - May 2012
CFA Institute Research Challenge - UMTC Carlson Team October 2011 - April 2012
Carlson Consulting Enterprise January 2011 - December 2011
Morgan Stanley June 2011 - August 2011
Last Family Internet Language Institute May 2010 - March 2011
University of Minnesota International Students and Scholar Services Office April 2009 - December 2009
Northern State University International Student Office January 2008 - December 2008
Skills
Microsoft Office
Education
University of Minnesota-Twin Cities 2008 — 2012
B.S.
Northern State University 2008 — 2008
Tsinghua
Moat August 2014 - Present
Morgan Stanley June 2012 - July 2014
Carlson School of Management August 2011 - May 2012
CFA Institute Research Challenge - UMTC Carlson Team October 2011 - April 2012
Carlson Consulting Enterprise January 2011 - December 2011
Morgan Stanley June 2011 - August 2011
Last Family Internet Language Institute May 2010 - March 2011
University of Minnesota International Students and Scholar Services Office April 2009 - December 2009
Northern State University International Student Office January 2008 - December 2008
Skills
Microsoft Office
Education
University of Minnesota-Twin Cities 2008 — 2012
B.S.
Northern State University 2008 — 2008
Tsinghua
Kelty Niles Kelty Niles's Morgan Stanley Experience June 2005 - August 2005
Job Strategist at Meetup
Industry Management Consulting
Experience
Meetup June 2015 - Present
Bain & Company October 2013 - March 2015
Aladdin Capital LLC June 2010 - June 2011
Aladdin Capital LLC June 2009 - January 2010
Goldman Sachs July 2007 - June 2009
Morgan Stanley June 2005 - August 2005
Northwestern Mutual June 2003 - September 2003
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Credit, Customer Experience, Strategy, Business Strategy, Investments, Private Equity, Corporate Finance, Management Consulting, Venture Capital
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Strategic management; operations and information management
Northwestern University 2003 — 2007
BA, History, American Studies
Meetup June 2015 - Present
Bain & Company October 2013 - March 2015
Aladdin Capital LLC June 2010 - June 2011
Aladdin Capital LLC June 2009 - January 2010
Goldman Sachs July 2007 - June 2009
Morgan Stanley June 2005 - August 2005
Northwestern Mutual June 2003 - September 2003
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Credit, Customer Experience, Strategy, Business Strategy, Investments, Private Equity, Corporate Finance, Management Consulting, Venture Capital
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Strategic management; operations and information management
Northwestern University 2003 — 2007
BA, History, American Studies
Eugene Bock Eugene Bock's Morgan Stanley Experience July 2014 - August 2014
Job Incoming Investment Banking Analyst at Lazard
Industry
Experience
Lazard May 2015 - Present
Brown Gibbons Lang & Company January 2015 - May 2015
Goldman Sachs September 2014 - December 2014
Morgan Stanley July 2014 - August 2014
EY June 2014 - July 2014
Republic of Korea Army March 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Public Speaking, Economics, Stata, Research, Financial Modeling
Education
Northwestern University 2010 — 2016
Bachelor of Arts (BA), Economics
Peking University 2011 — 2011
Summer Abroad
Taejon Christian International School (TCIS) 2006 — 2010
High School Diploma
Lazard May 2015 - Present
Brown Gibbons Lang & Company January 2015 - May 2015
Goldman Sachs September 2014 - December 2014
Morgan Stanley July 2014 - August 2014
EY June 2014 - July 2014
Republic of Korea Army March 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Public Speaking, Economics, Stata, Research, Financial Modeling
Education
Northwestern University 2010 — 2016
Bachelor of Arts (BA), Economics
Peking University 2011 — 2011
Summer Abroad
Taejon Christian International School (TCIS) 2006 — 2010
High School Diploma
Sheila Kindig's Morgan Stanley Experience March 2015 - Present
Job Managing Director, Global Head Internal Communications at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
FTI Consulting April 2013 - February 2015
FTI Consulting March 2011 - March 2013
FD, The Strategic Communications Division of FTI Consulting July 2009 - March 2011
BearingPoint December 2004 - July 2009
Edelman October 2002 - November 2004
Arthur Andersen Business Consulting May 2001 - October 2002
Hill and Knowlton 1998 - 2001
Skills
Internal Communications, Management Consulting, Strategic Communications, Strategy, Change Management, Organizational Design, Marketing, Marketing Communications, Program Management, Corporate Communications, Organizational..., Integrated Marketing, Acquisition Integration, Public Relations, Leadership, Management
Education
Northwestern University 1996 — 1997
Master of Science, Integrated Marketing Communications
University of Wisconsin-Madison 1986 — 1991
BA, English Literature
Morgan Stanley March 2015 - Present
FTI Consulting April 2013 - February 2015
FTI Consulting March 2011 - March 2013
FD, The Strategic Communications Division of FTI Consulting July 2009 - March 2011
BearingPoint December 2004 - July 2009
Edelman October 2002 - November 2004
Arthur Andersen Business Consulting May 2001 - October 2002
Hill and Knowlton 1998 - 2001
Skills
Internal Communications, Management Consulting, Strategic Communications, Strategy, Change Management, Organizational Design, Marketing, Marketing Communications, Program Management, Corporate Communications, Organizational..., Integrated Marketing, Acquisition Integration, Public Relations, Leadership, Management
Education
Northwestern University 1996 — 1997
Master of Science, Integrated Marketing Communications
University of Wisconsin-Madison 1986 — 1991
BA, English Literature
Cristina Mommsen's Morgan Stanley Experience June 2013 - July 2015
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Sycamore Partners September 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Morgan Stanley September 2011 - November 2011
Morgan Stanley June 2011 - August 2011
MKM Partners June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Economics, Microsoft Office, Bloomberg, Valuation, Research, Microsoft Word, Social Media, Financial Analysis, Data Analysis, Corporate Finance, Private Equity, Investments
Education
Northwestern University 2009 — 2013
Economics Major, Business Minor, Russian Minor
Phillips Academy 2007 — 2009
HS Diploma
Sycamore Partners September 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Morgan Stanley September 2011 - November 2011
Morgan Stanley June 2011 - August 2011
MKM Partners June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Economics, Microsoft Office, Bloomberg, Valuation, Research, Microsoft Word, Social Media, Financial Analysis, Data Analysis, Corporate Finance, Private Equity, Investments
Education
Northwestern University 2009 — 2013
Economics Major, Business Minor, Russian Minor
Phillips Academy 2007 — 2009
HS Diploma
Emile Desjardins Emile Desjardins's Morgan Stanley Experience September 2003 - May 2005
Job Business Development Manager at Experis
Industry Financial Services
Experience
Experis June 2015 - Present
Universal Webflow Inc July 2014 - June 2015
ISS Institutional Shareholder Services January 2010 - December 2012
ISS Institutional Shareholder Services October 2007 - December 2009
PNC August 2005 - February 2007
Morgan Stanley September 2003 - May 2005
Skills
Securities, Corporate Governance, Investments, Financial Analysis, Series 7, Retirement Planning, Equities, Asset Managment, Strategic Planning, Portfolio Management, Business Strategy, Asset Allocation, Research, Series 63, Finance, Wealth Management, Mutual Funds, Strategic Financial..., Executive Compensation..., Analysis, Asset Management, Financial Services, Business Development, Strategic Partnerships, Financial Modeling, Valuation, Due Diligence, Private Equity, Strategy, Consulting, Management, Marketing, Leadership, Analytics, Sales, Project Management, Account Management, Marketing Strategy, New Business Development, Business Analysis, Sales Operations, CRM, Risk Management
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master of Business Administration (M.B.A.), I.B.E.A.R. XXXVI
Northwestern University 1997 — 2001
Bachelor's Degree, Philosophy
School Year Abroad 1996 — 1997
High School, French-language Immersion, Advanced Placement Examination 5.0/5.0
Episcopal High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Experis June 2015 - Present
Universal Webflow Inc July 2014 - June 2015
ISS Institutional Shareholder Services January 2010 - December 2012
ISS Institutional Shareholder Services October 2007 - December 2009
PNC August 2005 - February 2007
Morgan Stanley September 2003 - May 2005
Skills
Securities, Corporate Governance, Investments, Financial Analysis, Series 7, Retirement Planning, Equities, Asset Managment, Strategic Planning, Portfolio Management, Business Strategy, Asset Allocation, Research, Series 63, Finance, Wealth Management, Mutual Funds, Strategic Financial..., Executive Compensation..., Analysis, Asset Management, Financial Services, Business Development, Strategic Partnerships, Financial Modeling, Valuation, Due Diligence, Private Equity, Strategy, Consulting, Management, Marketing, Leadership, Analytics, Sales, Project Management, Account Management, Marketing Strategy, New Business Development, Business Analysis, Sales Operations, CRM, Risk Management
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master of Business Administration (M.B.A.), I.B.E.A.R. XXXVI
Northwestern University 1997 — 2001
Bachelor's Degree, Philosophy
School Year Abroad 1996 — 1997
High School, French-language Immersion, Advanced Placement Examination 5.0/5.0
Episcopal High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Andrew Brenner Andrew Brenner's Morgan Stanley Experience 1990 - 1996
Job President at Lightspeed Trading
Industry Financial Services
Experience
Lightspeed Trading December 2014 - Present
Professional Trading Solutions March 2014 - Present
Potamus Trading LLC April 2014 - Present
Apex Clearing September 2012 - March 2014
Belzberg Technologies 2010 - 2012
International Securities Exchange 2006 - 2009
Fidelity Capital Markets 2003 - 2006
Credit Suisse First Boston 1996 - 2002
Morgan Stanley 1990 - 1996
Drexel Burnham Lambert 1979 - 1990
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Equities, Capital Markets, Options, Derivatives, Hedge Funds, Equity Derivatives, Fixed Income, Securities, Financial Markets, Market Data, Bloomberg, Risk Management, Portfolio Management, Equity Research, Investments, Asset Management, Series 63, Mutual Funds, Series 7, Alternative Investments, FX Options, Financial Services, Investment Banking, Proprietary Trading, ETFs, Valuation, Hedging, Back Office, Trading Strategies, Commodity, Bonds, FINRA, Prime Brokerage, Swaps, Turnaround Specialist, Investment Management, Technical Analysis, FX trading, Emerging Markets, Credit Derivatives, Currency, Financial Risk, Interest Rate..., Investment Strategies, Market Risk, Bloomberg Terminal
Education
Northwestern University 1975 — 1979
Lightspeed Trading December 2014 - Present
Professional Trading Solutions March 2014 - Present
Potamus Trading LLC April 2014 - Present
Apex Clearing September 2012 - March 2014
Belzberg Technologies 2010 - 2012
International Securities Exchange 2006 - 2009
Fidelity Capital Markets 2003 - 2006
Credit Suisse First Boston 1996 - 2002
Morgan Stanley 1990 - 1996
Drexel Burnham Lambert 1979 - 1990
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Equities, Capital Markets, Options, Derivatives, Hedge Funds, Equity Derivatives, Fixed Income, Securities, Financial Markets, Market Data, Bloomberg, Risk Management, Portfolio Management, Equity Research, Investments, Asset Management, Series 63, Mutual Funds, Series 7, Alternative Investments, FX Options, Financial Services, Investment Banking, Proprietary Trading, ETFs, Valuation, Hedging, Back Office, Trading Strategies, Commodity, Bonds, FINRA, Prime Brokerage, Swaps, Turnaround Specialist, Investment Management, Technical Analysis, FX trading, Emerging Markets, Credit Derivatives, Currency, Financial Risk, Interest Rate..., Investment Strategies, Market Risk, Bloomberg Terminal
Education
Northwestern University 1975 — 1979
Andrey Borisovskiy Andrey Borisovskiy's Morgan Stanley Experience June 2011 - July 2014
Job Investment Associate at Sageview Capital
Industry Investment Management
Experience
Sageview Capital July 2014 - Present
Morgan Stanley June 2011 - July 2014
Morgan Stanley June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Corporate Finance, M&A, Alternative Investments, Financial Modeling
Education
Northwestern University 2007 — 2011
BA, Economics, Kellogg Certificate in Financial Economics
Sageview Capital July 2014 - Present
Morgan Stanley June 2011 - July 2014
Morgan Stanley June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Corporate Finance, M&A, Alternative Investments, Financial Modeling
Education
Northwestern University 2007 — 2011
BA, Economics, Kellogg Certificate in Financial Economics
Biren Bhansali's Morgan Stanley Experience December 2011 - April 2012
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2014 - Present
Barclays June 2013 - Present
J.P. Morgan May 2012 - August 2012
Morgan Stanley December 2011 - April 2012
Skills
Investment Banking, Financial Modeling, Economics, Financial Analysis, Bloomberg, Data Analysis, Wealth Management, Corporate Finance, Public Speaking, Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Finance
Education
Northwestern University 2010 — 2013
B.A. Cum Laude in Economics, Minors in Business and Political Science
London School of Economics 2011 — 2011
Economics
Hinsdale Central High School 2006 — 2010
Diploma
Barclays June 2014 - Present
Barclays June 2013 - Present
J.P. Morgan May 2012 - August 2012
Morgan Stanley December 2011 - April 2012
Skills
Investment Banking, Financial Modeling, Economics, Financial Analysis, Bloomberg, Data Analysis, Wealth Management, Corporate Finance, Public Speaking, Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Finance
Education
Northwestern University 2010 — 2013
B.A. Cum Laude in Economics, Minors in Business and Political Science
London School of Economics 2011 — 2011
Economics
Hinsdale Central High School 2006 — 2010
Diploma
Rachel Cano Rachel Cano's Morgan Stanley Experience January 2012 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Darden Restaurants August 2011 - May 2012
Amorcito's Cocina y Cantina June 2008 - June 2011
AXA Advisors February 2010 - January 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Customer Service, Public Speaking, Meet Deadlines, Multi Tasking, Leadership, Teamwork, Team Leadership, Cross-functional Team..., Negotiation, Networking, Social Networking, Analyze Problems, Teaching, Problem Solving, Marketing, Sales, Management, Fundraising, Finance, Time Management, Outlook, Social Media, Data Entry, Research, Event Management, Real Estate, Microsoft Excel, Microsoft Word
Education
The University of Texas at San Antonio 2011 — 2014
Bachelors, Real Estate Finance and Development
Northwest Vista College 2009 — 2011
Associate's degree, Business Administration
Morgan Stanley January 2012 - Present
Darden Restaurants August 2011 - May 2012
Amorcito's Cocina y Cantina June 2008 - June 2011
AXA Advisors February 2010 - January 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Customer Service, Public Speaking, Meet Deadlines, Multi Tasking, Leadership, Teamwork, Team Leadership, Cross-functional Team..., Negotiation, Networking, Social Networking, Analyze Problems, Teaching, Problem Solving, Marketing, Sales, Management, Fundraising, Finance, Time Management, Outlook, Social Media, Data Entry, Research, Event Management, Real Estate, Microsoft Excel, Microsoft Word
Education
The University of Texas at San Antonio 2011 — 2014
Bachelors, Real Estate Finance and Development
Northwest Vista College 2009 — 2011
Associate's degree, Business Administration
Corey Bell Corey Bell's Morgan Stanley Experience January 2012 - July 2012
Job Entrepreneur & IT Specialist
Industry Information Technology and Services
Experience
OBXtek Inc. (Client: Gerneral Services Administration/GSA) January 2013 - Present
The Select Group (Client: Kaiser Permanente) November 2012 - December 2012
Morgan Stanley January 2012 - July 2012
Nissan North America 2011 - 2012
Skills
Determination to Succeed, Highly Ambitious, Fast Learner, Meticulous eye for..., Customer Service, Great communications..., Highly Dedicated, Exceptionally well..., Team Leadership, Positive Can-do Attitude, Data Entry, Operating Systems, Computer Hardware, Many Software..., Microsoft Office, Microsoft Excel, Outlook, Troubleshooting, Leadership, Training, Customer Satisfaction, Help Desk Support, Laptops
Education
Northern Virginia Community College 2011 — 2012
A Partner of Year Up National Capital Region, Information Technology
Parkdale High School
Diploma
OBXtek Inc. (Client: Gerneral Services Administration/GSA) January 2013 - Present
The Select Group (Client: Kaiser Permanente) November 2012 - December 2012
Morgan Stanley January 2012 - July 2012
Nissan North America 2011 - 2012
Skills
Determination to Succeed, Highly Ambitious, Fast Learner, Meticulous eye for..., Customer Service, Great communications..., Highly Dedicated, Exceptionally well..., Team Leadership, Positive Can-do Attitude, Data Entry, Operating Systems, Computer Hardware, Many Software..., Microsoft Office, Microsoft Excel, Outlook, Troubleshooting, Leadership, Training, Customer Satisfaction, Help Desk Support, Laptops
Education
Northern Virginia Community College 2011 — 2012
A Partner of Year Up National Capital Region, Information Technology
Parkdale High School
Diploma
Scott George Scott George's Morgan Stanley Experience 1988 - 1991
Job Senior Vice President, Corporate Development at Hillenbrand Inc.
Industry Machinery
Experience
Hillenbrand Inc. January 2012 - Present
P&M Corporate Finance, LLC March 2008 - January 2012
Morgan Joseph 2005 - 2008
Ernst & Young Corporate Finance 2000 - 2005
Bankers Trust Co. 1991 - 1995
Morgan Stanley 1988 - 1991
Salomon Brothers 1979 - 1988
Skills
Due Diligence, Corporate Development, Corporate Finance, Private Equity, Mergers, Management Consulting, M&A experience, Financial Modeling, Business Valuation, Mergers & Acquisitions, Valuation, LBO, Venture Capital, Management, Acquisitions, Entrepreneurship, Capital Markets, Start-ups, Financial Analysis, Divestitures, Acquisition Integration, Investment Banking, Restructuring, IPO, Strategy, Leveraged Finance, Investor Relations
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
Northwestern University 1972 — 1976
BA
Hillenbrand Inc. January 2012 - Present
P&M Corporate Finance, LLC March 2008 - January 2012
Morgan Joseph 2005 - 2008
Ernst & Young Corporate Finance 2000 - 2005
Bankers Trust Co. 1991 - 1995
Morgan Stanley 1988 - 1991
Salomon Brothers 1979 - 1988
Skills
Due Diligence, Corporate Development, Corporate Finance, Private Equity, Mergers, Management Consulting, M&A experience, Financial Modeling, Business Valuation, Mergers & Acquisitions, Valuation, LBO, Venture Capital, Management, Acquisitions, Entrepreneurship, Capital Markets, Start-ups, Financial Analysis, Divestitures, Acquisition Integration, Investment Banking, Restructuring, IPO, Strategy, Leveraged Finance, Investor Relations
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
Northwestern University 1972 — 1976
BA
Elliott Lorenz Elliott Lorenz's Morgan Stanley Experience June 2010 - August 2010
Job HighFrequency Trader
Industry Capital Markets
Experience
Proprietary Trading Firm May 2011 - Present
Morgan Stanley June 2010 - August 2010
Towercrest Capital Management December 2009 - May 2010
Gelber Group LLC March 2008 - August 2008
Cleveland Clinic June 2007 - August 2007
Education
Princeton University 2009 — 2011
MFin, Finance
Northwestern University 2008 — 2009
MS, Applied Mathematics
Northwestern University 2005 — 2009
BS, Biomedical Engineering
Proprietary Trading Firm May 2011 - Present
Morgan Stanley June 2010 - August 2010
Towercrest Capital Management December 2009 - May 2010
Gelber Group LLC March 2008 - August 2008
Cleveland Clinic June 2007 - August 2007
Education
Princeton University 2009 — 2011
MFin, Finance
Northwestern University 2008 — 2009
MS, Applied Mathematics
Northwestern University 2005 — 2009
BS, Biomedical Engineering
Joshua Ha's Morgan Stanley Experience June 2015 - Present
Job Incoming Firm Strategy & Execution Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Accenture June 2014 - August 2014
Elmseed Enterprise Fund September 2013 - June 2014
Skills
Microsoft Office, Economics, Leadership, Research, Strategic Planning, Project Management
Education
Yale University 2013 — 2016
Bachelor of Arts (B.A.), Economics
Northwestern University 2012 — 2013
Bachelor of Arts (B.A.), Economics
Harvard-Westlake School 2006 — 2012
Morgan Stanley June 2015 - Present
Accenture June 2014 - August 2014
Elmseed Enterprise Fund September 2013 - June 2014
Skills
Microsoft Office, Economics, Leadership, Research, Strategic Planning, Project Management
Education
Yale University 2013 — 2016
Bachelor of Arts (B.A.), Economics
Northwestern University 2012 — 2013
Bachelor of Arts (B.A.), Economics
Harvard-Westlake School 2006 — 2012
Bo Nam Bo Nam's Morgan Stanley Experience July 2005 - August 2005
Job VC Investor in Tech / Internet
Industry Venture Capital & Private Equity
Experience
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Bill Strong Bill Strong's Morgan Stanley Experience May 2014 - Present
Job Chairman at Longford Capital Management, LP
Industry Investment Management
Experience
Longford Capital Management, LP May 2014 - Present
Morgan Stanley May 2014 - Present
Morgan Stanley March 2011 - April 2014
Morgan Stanley January 1993 - March 2011
Salomon Brothers November 1979 - January 1993
Price Waterhouse & Co. 1976 - 1979
Skills
Private Equity, Equities, Investments, Management, Valuation, Investment Banking, Start-ups, Financial Modeling, IPO, Hedge Funds, Capital Markets, Securities, Strategic Planning, Mergers & Acquisitions, Venture Capital, Corporate Finance, Derivatives, Due Diligence, Alternative Investments, LBO, Corporate Development, Emerging Markets, M&A experience, Portfolio Management, Financial Structuring, Equity Research, Fixed Income, Investor Relations, Asset Management, Financial Markets, Bloomberg, Private Placements, Investment Management, Structured Finance, Equity Derivatives, Leveraged Finance, Bonds, Investment Strategies, Trading, Restructuring, Structured Products, Project Finance, Investment Advisory
Education
Northwestern University 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1970 — 1973
Bachelor of Science (B.S.), Industrial Management
Longford Capital Management, LP May 2014 - Present
Morgan Stanley May 2014 - Present
Morgan Stanley March 2011 - April 2014
Morgan Stanley January 1993 - March 2011
Salomon Brothers November 1979 - January 1993
Price Waterhouse & Co. 1976 - 1979
Skills
Private Equity, Equities, Investments, Management, Valuation, Investment Banking, Start-ups, Financial Modeling, IPO, Hedge Funds, Capital Markets, Securities, Strategic Planning, Mergers & Acquisitions, Venture Capital, Corporate Finance, Derivatives, Due Diligence, Alternative Investments, LBO, Corporate Development, Emerging Markets, M&A experience, Portfolio Management, Financial Structuring, Equity Research, Fixed Income, Investor Relations, Asset Management, Financial Markets, Bloomberg, Private Placements, Investment Management, Structured Finance, Equity Derivatives, Leveraged Finance, Bonds, Investment Strategies, Trading, Restructuring, Structured Products, Project Finance, Investment Advisory
Education
Northwestern University 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1970 — 1973
Bachelor of Science (B.S.), Industrial Management
David Cardon David Cardon's Morgan Stanley Experience January 2014 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - January 2014
Standard Chartered Bank November 2007 - August 2010
TraderTools LLC 2006 - 2007
Prudential May 2003 - May 2006
Skills
FX, IT Service Management, Financial Markets, Problem Solving, Trading Systems, Business Analysis, Derivatives, Management, FX Options, Investment Banking, Middle Office, Risk Management, FX trading, Electronic Trading, Fixed Income, Foreign Exchange, Market Data, Equities
Education
Northwestern University 1994 — 1998
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - January 2014
Standard Chartered Bank November 2007 - August 2010
TraderTools LLC 2006 - 2007
Prudential May 2003 - May 2006
Skills
FX, IT Service Management, Financial Markets, Problem Solving, Trading Systems, Business Analysis, Derivatives, Management, FX Options, Investment Banking, Middle Office, Risk Management, FX trading, Electronic Trading, Fixed Income, Foreign Exchange, Market Data, Equities
Education
Northwestern University 1994 — 1998
Brett Sonnenschein Brett Sonnenschein's Morgan Stanley Experience March 2000 - March 2002
Job Studio Artist at Coach
Industry Media Production
Experience
Coach December 2012 - Present
Freelance 2011 - Present
Digitas May 2005 - March 2011
Cossette Post July 2002 - May 2005
Morgan Stanley March 2000 - March 2002
Workman Publishing October 1999 - March 2000
Oxford University Press July 1996 - September 1999
Electric Crayon December 1994 - December 1995
Skills
InDesign, QuarkXPress, Advertising, Brochures, Adobe Creative Suite, Mac OS X, Charts, Print Production, ePub, Ebooks, HTML, Dreamweaver
Education
Northwestern University 1985 — 1989
B.S., Radio/Television/Film
Coach December 2012 - Present
Freelance 2011 - Present
Digitas May 2005 - March 2011
Cossette Post July 2002 - May 2005
Morgan Stanley March 2000 - March 2002
Workman Publishing October 1999 - March 2000
Oxford University Press July 1996 - September 1999
Electric Crayon December 1994 - December 1995
Skills
InDesign, QuarkXPress, Advertising, Brochures, Adobe Creative Suite, Mac OS X, Charts, Print Production, ePub, Ebooks, HTML, Dreamweaver
Education
Northwestern University 1985 — 1989
B.S., Radio/Television/Film
Patrick D. Thompson, CFA, CFP® Patrick D. Thompson, CFA, CFP®'s Morgan Stanley Experience June 1997 - August 1997
Job Financial Advisor at UBS
Industry Investment Management
Experience
UBS Financial Services March 2008 - Present
Winona Capital Management September 2006 - January 2008
Northern Trust July 2000 - June 2006
Lake Forest Capital Management June 1999 - August 1999
Hartline Investment Corporation June 1998 - August 1998
Morgan Stanley June 1997 - August 1997
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance, Management & Strategy, Management & Organization
Northwestern University 1996 — 2000
BA, Economics
UBS Financial Services March 2008 - Present
Winona Capital Management September 2006 - January 2008
Northern Trust July 2000 - June 2006
Lake Forest Capital Management June 1999 - August 1999
Hartline Investment Corporation June 1998 - August 1998
Morgan Stanley June 1997 - August 1997
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance, Management & Strategy, Management & Organization
Northwestern University 1996 — 2000
BA, Economics
Carolyn Song-Pegg Carolyn Song-Pegg's Morgan Stanley Experience June 1998 - August 2000
Job Investment Executivevice president
Industry Financial Services
Experience
Fifth Third Bank August 2015 - Present
MassMutual Financial Group September 2011 - February 2014
UBS August 2000 - August 2002
Morgan Stanley June 1998 - August 2000
Skills
Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Presentations, Project Management, Account Management, Interpersonal..., Leadership Development, Team Motivation, Community Outreach, Community Development, Volunteer Recruiting, Asset Management, Asset Allocation, Retirement Plan..., Cash Flow Management, Spreadsheets, Ad Hoc Reporting, Client Services, series 66, Leadership, Management
Education
Northwestern University 2006 — 2009
Pre-Clinical Psychology - Decision Making, Personal Decision-Making Skills
University of Illinois at Chicago 1992 — 1993
Masters of Urban Planning and Policy/Public Administration, Public Administration
University of Illinois at Chicago 1988 — 1991
Bachelor's degree, Double Major Political Science and Mass Communication
Niles West High School
Fifth Third Bank August 2015 - Present
MassMutual Financial Group September 2011 - February 2014
UBS August 2000 - August 2002
Morgan Stanley June 1998 - August 2000
Skills
Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Presentations, Project Management, Account Management, Interpersonal..., Leadership Development, Team Motivation, Community Outreach, Community Development, Volunteer Recruiting, Asset Management, Asset Allocation, Retirement Plan..., Cash Flow Management, Spreadsheets, Ad Hoc Reporting, Client Services, series 66, Leadership, Management
Education
Northwestern University 2006 — 2009
Pre-Clinical Psychology - Decision Making, Personal Decision-Making Skills
University of Illinois at Chicago 1992 — 1993
Masters of Urban Planning and Policy/Public Administration, Public Administration
University of Illinois at Chicago 1988 — 1991
Bachelor's degree, Double Major Political Science and Mass Communication
Niles West High School
Mujue Xu Mujue Xu's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at HSBC Global Banking and Markets
Industry Higher Education
Experience
HSBC Global Banking and Markets July 2015 - Present
Northwestern University Academic and Research Technologies September 2013 - Present
Morgan Stanley June 2014 - August 2014
Citi June 2013 - July 2013
China Merchants Fund July 2012 - August 2012
Standard Chartered Bank July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Stata, Microsoft Office, Statistics, Teamwork, Photoshop, Economics
Education
Northwestern University 2011 — 2015
Bachelors of Arts, Mathematical Methods in Social Science & Economics
Tilton School 2008 — 2011
High School
HSBC Global Banking and Markets July 2015 - Present
Northwestern University Academic and Research Technologies September 2013 - Present
Morgan Stanley June 2014 - August 2014
Citi June 2013 - July 2013
China Merchants Fund July 2012 - August 2012
Standard Chartered Bank July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Stata, Microsoft Office, Statistics, Teamwork, Photoshop, Economics
Education
Northwestern University 2011 — 2015
Bachelors of Arts, Mathematical Methods in Social Science & Economics
Tilton School 2008 — 2011
High School
Rob Geller's Morgan Stanley Experience June 2011 - December 2014
Job Marketing, Sales, Business Development, Financial and General Manager
Industry Hospital & Health Care
Experience
Accord Hospice and Home Care April 2013 - Present
Morgan Stanley June 2011 - December 2014
TDR Holdings January 2005 - December 2010
Pfizer October 1991 - December 2004
Skills
Business Planning, Investments, Strategic Financial..., Strategic Planning, Marketing Strategy, Alternative Investments, Sales Management, New Business Development, Wealth Management, Portfolio Management, Financial Analysis, Executive Management, Financial Advisory, Market Research, Marketing Management, Direct Sales, Investor Relations, Change Management, Financial Planning, Business Management, Account Management, Budgeting, Team Management, Leadership Development, Team Leadership, Operations Management, Organizational..., Marketing Communications, Direct Marketing, Organizational..., Organizational..., Organizational Structure, Budget Management, Profit & Loss Management, Profit Maximization, Profitability..., Executive Reporting, Financial Markets, Financial Modeling, Investment Advisory, Investment Strategies, Program Management, Business Process..., Process Optimization, Business Analysis, International Business, Acquisition Analysis, Acquisition Integration, Talent Management, Board Reporting
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA), Finance, Marketing, Business Development
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Mather High School - Chicago 1983 — 1987
Accord Hospice and Home Care April 2013 - Present
Morgan Stanley June 2011 - December 2014
TDR Holdings January 2005 - December 2010
Pfizer October 1991 - December 2004
Skills
Business Planning, Investments, Strategic Financial..., Strategic Planning, Marketing Strategy, Alternative Investments, Sales Management, New Business Development, Wealth Management, Portfolio Management, Financial Analysis, Executive Management, Financial Advisory, Market Research, Marketing Management, Direct Sales, Investor Relations, Change Management, Financial Planning, Business Management, Account Management, Budgeting, Team Management, Leadership Development, Team Leadership, Operations Management, Organizational..., Marketing Communications, Direct Marketing, Organizational..., Organizational..., Organizational Structure, Budget Management, Profit & Loss Management, Profit Maximization, Profitability..., Executive Reporting, Financial Markets, Financial Modeling, Investment Advisory, Investment Strategies, Program Management, Business Process..., Process Optimization, Business Analysis, International Business, Acquisition Analysis, Acquisition Integration, Talent Management, Board Reporting
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA), Finance, Marketing, Business Development
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Mather High School - Chicago 1983 — 1987
Thomas Massey's Morgan Stanley Experience June 1987 - September 2008
Job Sr. Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2008 - Present
Morgan Stanley June 1987 - September 2008
Education
Northwestern University 1981 — 1987
Bachelor of Arts
Columbia University, IEOR
ACPM Certified Portfolio Manager, Valedictorian
Wharton School, University of Pennsylvania
Investment Consultant Program
UBS Financial Services Inc. September 2008 - Present
Morgan Stanley June 1987 - September 2008
Education
Northwestern University 1981 — 1987
Bachelor of Arts
Columbia University, IEOR
ACPM Certified Portfolio Manager, Valedictorian
Wharton School, University of Pennsylvania
Investment Consultant Program
Priyanka Thakrar's Morgan Stanley Experience September 2015 - Present
Job Fall Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2015 - Present
Energy BBDO June 2015 - August 2015
Northwestern University October 2012 - August 2015
Federal Farm Credit Banks Funding Corporation June 2014 - August 2014
3P Speech August 2012 - August 2014
The Sweet Retreat June 2013 - September 2013
Skills
Research, Public Speaking, PowerPoint, Editing, Social Media, Social Networking, Windows, Microsoft Word, Teamwork, English, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Photoshop
Education
Northwestern University 2012 — 2016
Bachelor of Science (B.S.), Communication Sciences and Disorders, Business Institutions, and Integrated Marketing & Comm
The Blake School 2011 — 2012
Ridge High School 2008 — 2011
Morgan Stanley September 2015 - Present
Energy BBDO June 2015 - August 2015
Northwestern University October 2012 - August 2015
Federal Farm Credit Banks Funding Corporation June 2014 - August 2014
3P Speech August 2012 - August 2014
The Sweet Retreat June 2013 - September 2013
Skills
Research, Public Speaking, PowerPoint, Editing, Social Media, Social Networking, Windows, Microsoft Word, Teamwork, English, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Photoshop
Education
Northwestern University 2012 — 2016
Bachelor of Science (B.S.), Communication Sciences and Disorders, Business Institutions, and Integrated Marketing & Comm
The Blake School 2011 — 2012
Ridge High School 2008 — 2011
Heather Cruice's Morgan Stanley Experience December 2005 - September 2012
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2013 - Present
Morgan Stanley December 2005 - September 2012
Education
University of the Incarnate Word
Bachelor of Science in Business Administration, Finance
Northwest Vista College
Associate of Arts (A.A.), Business Administration and Management, General
JPMorgan Chase & Co. March 2013 - Present
Morgan Stanley December 2005 - September 2012
Education
University of the Incarnate Word
Bachelor of Science in Business Administration, Finance
Northwest Vista College
Associate of Arts (A.A.), Business Administration and Management, General
Moonish Maredia's Morgan Stanley Experience June 2014 - August 2014
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Morgan Stanley June 2014 - August 2014
Goldman Sachs April 2014 - June 2014
Kellogg School of Management September 2013 - April 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Research, Business Analysis, Walking, Jumping, Whistling, Economics, Stata, Statistics, Customer Service, Public Speaking, Leadership, Social Media, Teamwork, Time Management
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Statistics, Senior
Capital One July 2015 - Present
Morgan Stanley June 2014 - August 2014
Goldman Sachs April 2014 - June 2014
Kellogg School of Management September 2013 - April 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Research, Business Analysis, Walking, Jumping, Whistling, Economics, Stata, Statistics, Customer Service, Public Speaking, Leadership, Social Media, Teamwork, Time Management
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Statistics, Senior
Damien Nguyen's Morgan Stanley Experience June 2011 - August 2013
Job Investment Professional
Industry Investment Management
Experience
40 North Management March 2015 - Present
HealthCor Management September 2013 - March 2015
Morgan Stanley June 2011 - August 2013
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Private Equity, Equities, Capital Markets, Corporate Finance, Hedge Funds, Fixed Income, Economics, Investments, Due Diligence, Financial Analysis, Venture Capital
Education
Northwestern University 2007 — 2011
B.A., Economics
Northview High School
40 North Management March 2015 - Present
HealthCor Management September 2013 - March 2015
Morgan Stanley June 2011 - August 2013
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Private Equity, Equities, Capital Markets, Corporate Finance, Hedge Funds, Fixed Income, Economics, Investments, Due Diligence, Financial Analysis, Venture Capital
Education
Northwestern University 2007 — 2011
B.A., Economics
Northview High School
Alex Buhlman Alex Buhlman's Morgan Stanley Experience May 2008 - May 2009
Job Data Center Manager at Amazon.com
Industry Facilities Services
Experience
Amazon May 2013 - Present
Amazon.com May 2011 - May 2013
MLF Lexserv, LP May 2009 - May 2011
Morgan Stanley May 2008 - May 2009
United States Marine Corps June 2002 - June 2008
Skills
Operations Management, Leadership, Microsoft Excel, Process Improvement, Project Management, Budgets, Management, Team Leadership, Strategic Planning, Project Planning, Contract Negotiation, Team Building, Risk Management, Program Management, Training, Change Management, Data Center, Vendor Management, Microsoft Office
Education
Northern Virginia Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Air Conditioning, Ventilation and Refrigeration Maintenance Technology, 4.0
Salisbury University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.73
C. Miltion Wright 1998 — 2002
High School Deploma, General Studies, 3.5
Amazon May 2013 - Present
Amazon.com May 2011 - May 2013
MLF Lexserv, LP May 2009 - May 2011
Morgan Stanley May 2008 - May 2009
United States Marine Corps June 2002 - June 2008
Skills
Operations Management, Leadership, Microsoft Excel, Process Improvement, Project Management, Budgets, Management, Team Leadership, Strategic Planning, Project Planning, Contract Negotiation, Team Building, Risk Management, Program Management, Training, Change Management, Data Center, Vendor Management, Microsoft Office
Education
Northern Virginia Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Air Conditioning, Ventilation and Refrigeration Maintenance Technology, 4.0
Salisbury University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.73
C. Miltion Wright 1998 — 2002
High School Deploma, General Studies, 3.5
Angela Yu's Morgan Stanley Experience June 2008 - August 2008
Job Law Clerk at Connell Foley LLP
Industry Law Practice
Experience
Connell Foley LLP January 2015 - Present
Connell Foley LLP June 2014 - July 2014
Cisco Systems May 2013 - August 2013
Kates Nussman Rapone Ellis & Farhi LLP December 2012 - August 2013
Nelson Levine de Luca & Hamilton January 2013 - April 2013
New Jersey Office of the Attorney General, Bureau of Securities January 2013 - April 2013
Art Law Society, Rutgers School of Law-Newark August 2012 - April 2013
Honorable Peter Bariso, Jr., A.J.Cv. June 2012 - August 2012
American Bar Foundation November 2010 - June 2011
Morgan Stanley June 2008 - August 2008
Skills
Research, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Legal Research, Microsoft Word, Legal Writing, Civil Litigation
Education
Rutgers University School of Law - Newark 2011 — 2015
J.D./M.B.A.
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
J.D./M.B.A., Finance
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Legal Studies and Art History
Ranney School 2003 — 2007
High School Diploma, Cum Laude
Connell Foley LLP January 2015 - Present
Connell Foley LLP June 2014 - July 2014
Cisco Systems May 2013 - August 2013
Kates Nussman Rapone Ellis & Farhi LLP December 2012 - August 2013
Nelson Levine de Luca & Hamilton January 2013 - April 2013
New Jersey Office of the Attorney General, Bureau of Securities January 2013 - April 2013
Art Law Society, Rutgers School of Law-Newark August 2012 - April 2013
Honorable Peter Bariso, Jr., A.J.Cv. June 2012 - August 2012
American Bar Foundation November 2010 - June 2011
Morgan Stanley June 2008 - August 2008
Skills
Research, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Legal Research, Microsoft Word, Legal Writing, Civil Litigation
Education
Rutgers University School of Law - Newark 2011 — 2015
J.D./M.B.A.
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
J.D./M.B.A., Finance
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Legal Studies and Art History
Ranney School 2003 — 2007
High School Diploma, Cum Laude
Shaker Islam's Morgan Stanley Experience July 2008 - September 2008
Job Platform Engineer at Belly
Industry Computer Software
Experience
Belly July 2014 - Present
The Onion August 2013 - June 2014
The Onion July 2013 - August 2013
Groupon July 2012 - August 2012
Connexus 2010 - 2010
Morgan Stanley July 2008 - September 2008
Skills
Ruby, Ruby on Rails, Java, Python, JavaScript, HTML 5, iOS, C#, .NET, CSS3, RSpec, PHP, C++, jQuery, Theatre, Visual Studio, Program Management, Creative Direction, CSS, Cover Letters, Resume Writing, Improvisation, Microsoft Office, Stand-up Comedy, Microsoft Certified..., Pizza, Slackware, Messaging, Bearings, PowerPoint
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Computer Science and English
Stuyvesant High School 2005 — 2009
Second City
Belly July 2014 - Present
The Onion August 2013 - June 2014
The Onion July 2013 - August 2013
Groupon July 2012 - August 2012
Connexus 2010 - 2010
Morgan Stanley July 2008 - September 2008
Skills
Ruby, Ruby on Rails, Java, Python, JavaScript, HTML 5, iOS, C#, .NET, CSS3, RSpec, PHP, C++, jQuery, Theatre, Visual Studio, Program Management, Creative Direction, CSS, Cover Letters, Resume Writing, Improvisation, Microsoft Office, Stand-up Comedy, Microsoft Certified..., Pizza, Slackware, Messaging, Bearings, PowerPoint
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Computer Science and English
Stuyvesant High School 2005 — 2009
Second City
Sheldon Reynolds Sheldon Reynolds's Morgan Stanley Experience 1987 - Present
Job Fixed Income at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1987 - Present
Kidder Peabody May 1986 - August 1986
Skills
Fixed Income, Series 7, Derivatives, Hedge Funds, Asset Management, Equities, Investment Banking, Investments, Alternative Investments, Securities, Bonds, Capital Markets, Bloomberg
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master of Management, Finance, General
Northwestern University 1977 — 1981
Bachelor of Arts (B.A.), Economics
University School 1973 — 1977
High School Diploma
Morgan Stanley 1987 - Present
Kidder Peabody May 1986 - August 1986
Skills
Fixed Income, Series 7, Derivatives, Hedge Funds, Asset Management, Equities, Investment Banking, Investments, Alternative Investments, Securities, Bonds, Capital Markets, Bloomberg
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master of Management, Finance, General
Northwestern University 1977 — 1981
Bachelor of Arts (B.A.), Economics
University School 1973 — 1977
High School Diploma
Derek Martinez's Morgan Stanley Experience October 2005 - March 2009
Job Risk Analyst 1 at USAA FSB
Industry Banking
Experience
USAA February 2015 - Present
JPMorgan Chase 2014 - February 2015
Wells Fargo June 2013 - February 2014
Wells Fargo August 2011 - June 2013
Wells Fargo September 2009 - August 2011
Morgan Stanley October 2005 - March 2009
Skills
Credit, Finance, Risk Management, Financial Services, Credit Analysis, Fraud, Loans, Banking, Mortgage Lending, Financial Risk, Operational Risk, Loss Mitigation, Credit Risk, Consumer Lending, Due Diligence, Operational Risk..., Bank Secrecy Act, Mortgage Servicing, OFAC, Data Analysis, USA PATRIOT Act, KYC, Retail Banking, Anti Money Laundering, Mortgage Banking, Customer Service, Analysis, Financial Analysis, Strategic Planning
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, General
Northwestern University 1999 — 2003
Bachelors, Political Science
Bellarmine College Preparatory 1995 — 1999
Diploma, General Studies
USAA February 2015 - Present
JPMorgan Chase 2014 - February 2015
Wells Fargo June 2013 - February 2014
Wells Fargo August 2011 - June 2013
Wells Fargo September 2009 - August 2011
Morgan Stanley October 2005 - March 2009
Skills
Credit, Finance, Risk Management, Financial Services, Credit Analysis, Fraud, Loans, Banking, Mortgage Lending, Financial Risk, Operational Risk, Loss Mitigation, Credit Risk, Consumer Lending, Due Diligence, Operational Risk..., Bank Secrecy Act, Mortgage Servicing, OFAC, Data Analysis, USA PATRIOT Act, KYC, Retail Banking, Anti Money Laundering, Mortgage Banking, Customer Service, Analysis, Financial Analysis, Strategic Planning
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, General
Northwestern University 1999 — 2003
Bachelors, Political Science
Bellarmine College Preparatory 1995 — 1999
Diploma, General Studies
Li Jiang Li Jiang's Morgan Stanley Experience July 2009 - August 2009
Job Global Silicon Valley Venture Capitalist
Industry Venture Capital & Private Equity
Experience
GSV Asset Management May 2012 - Present
Solexel June 2012 - Present
EarlyShares.com May 2014 - Present
Ympact October 2013 - Present
GSVlabs October 2012 - Present
Supplies for Dreams January 2011 - April 2012
William Blair & Company June 2010 - April 2012
Campus Solutions Storage and Shipping April 2007 - December 2011
Morgan Stanley July 2009 - August 2009
Goldman Sachs September 2008 - November 2008
Skills
Start-ups, Venture Capital, Entrepreneurship, Financial Modeling, Leadership, Private Equity, Fundraising, Due Diligence, Renewable Energy, Economics, Corporate Finance, Business Development, Mandarin, Marketing Strategy, Cloud Computing, Kicking Ass, Emerging Markets, Chinese, Cleantech, Nonprofits, Internet of Things, Management, Strategy, Business Strategy, Start-up
Education
Northwestern University 2006 — 2010
B.A, Economics
Tsinghua University 2008 — 2008
Certification in Chinese Language and Culture, Chinese Language and Literature
GSV Asset Management May 2012 - Present
Solexel June 2012 - Present
EarlyShares.com May 2014 - Present
Ympact October 2013 - Present
GSVlabs October 2012 - Present
Supplies for Dreams January 2011 - April 2012
William Blair & Company June 2010 - April 2012
Campus Solutions Storage and Shipping April 2007 - December 2011
Morgan Stanley July 2009 - August 2009
Goldman Sachs September 2008 - November 2008
Skills
Start-ups, Venture Capital, Entrepreneurship, Financial Modeling, Leadership, Private Equity, Fundraising, Due Diligence, Renewable Energy, Economics, Corporate Finance, Business Development, Mandarin, Marketing Strategy, Cloud Computing, Kicking Ass, Emerging Markets, Chinese, Cleantech, Nonprofits, Internet of Things, Management, Strategy, Business Strategy, Start-up
Education
Northwestern University 2006 — 2010
B.A, Economics
Tsinghua University 2008 — 2008
Certification in Chinese Language and Culture, Chinese Language and Literature
Sarah Munger Sarah Munger's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2015 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago June 2014 - August 2014
CheekyChicago.com June 2013 - August 2013
Skills
Writing, Editing, Microsoft Office, Public Speaking, Organization, Research, Creative Writing, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Photoshop
Education
Northwestern University 2012 — 2016
Bachelor of Science (BS), Human Development and Psychological Services, Current GPA: 3.93/4.0
Danish Institute for Study Abroad 2014 — 2014
Positive Psychology
Morgan Stanley June 2015 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago June 2014 - August 2014
CheekyChicago.com June 2013 - August 2013
Skills
Writing, Editing, Microsoft Office, Public Speaking, Organization, Research, Creative Writing, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Photoshop
Education
Northwestern University 2012 — 2016
Bachelor of Science (BS), Human Development and Psychological Services, Current GPA: 3.93/4.0
Danish Institute for Study Abroad 2014 — 2014
Positive Psychology
Eric Xi Eric Xi's Morgan Stanley Experience May 2015 - May 2015
Job Student at Northwestern University
Industry Management Consulting
Experience
Morgan Stanley May 2015 - May 2015
InterContinental Hotels Group (IHG) June 2014 - July 2014
Skills
Team Management, PowerPoint, Teaching, Chinese Translation, Microsoft Office, English
Education
Northwestern University 2015 — 2019
Bachelor of Science (B.S.), Industrial Engineering & Management Science
Cranbrook Schools 2012 — 2015
High School, 4.45
Morgan Stanley May 2015 - May 2015
InterContinental Hotels Group (IHG) June 2014 - July 2014
Skills
Team Management, PowerPoint, Teaching, Chinese Translation, Microsoft Office, English
Education
Northwestern University 2015 — 2019
Bachelor of Science (B.S.), Industrial Engineering & Management Science
Cranbrook Schools 2012 — 2015
High School, 4.45
Jonathan Merber Jonathan Merber's Morgan Stanley Experience September 2014 - December 2014
Job Investment Banking Summer Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
BMO Capital Markets June 2014 - August 2014
Endorse.me March 2013 - June 2014
Edgewater Partners LLC September 2013 - March 2014
Arch Reinsurance Ltd January 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Economics, Healthcare, Insurance, Management, Financial Analysis, Strategic Planning, Analysis, Accounting, Negotiation, Spanish, Market Research, Access, Bloomberg, VBA, Data Analysis, Public Speaking
Education
Northwestern University 2012 — 2015
Bachelor of Arts, Economics
Livingston High School 2008 — 2012
Greenhill & Co. June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
BMO Capital Markets June 2014 - August 2014
Endorse.me March 2013 - June 2014
Edgewater Partners LLC September 2013 - March 2014
Arch Reinsurance Ltd January 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Economics, Healthcare, Insurance, Management, Financial Analysis, Strategic Planning, Analysis, Accounting, Negotiation, Spanish, Market Research, Access, Bloomberg, VBA, Data Analysis, Public Speaking
Education
Northwestern University 2012 — 2015
Bachelor of Arts, Economics
Livingston High School 2008 — 2012
Brian Kohagen Brian Kohagen's Morgan Stanley Experience 1999 - November 2001
Job Business Development Manager
Industry Food Production
Experience
Flagship Food Group July 2015 - Present
Production Services International May 2006 - June 2015
AAtronics, Inc. 2002 - 2006
Morgan Stanley 1999 - November 2001
Skills
Live Events, Live Event Producer, Production Planning, Live Sound, Acoustic Measurement, Audio System Design, Network Administration, Computer Network..., Web Design, Joomla, Audio Engineering, Strategic Planning, Sound, Event Planning, Video Production, Sound Reinforcement, AV, Video, Photography, Project Management, Television, Sound Design, Production Managment, Audio Editing, Projection, Digital Audio, FOH, Professional Audio, Production Management
Education
Northwest Nazarene University 1988 — 1992
Bachelor of Arts (BA), Music Education
Flagship Food Group July 2015 - Present
Production Services International May 2006 - June 2015
AAtronics, Inc. 2002 - 2006
Morgan Stanley 1999 - November 2001
Skills
Live Events, Live Event Producer, Production Planning, Live Sound, Acoustic Measurement, Audio System Design, Network Administration, Computer Network..., Web Design, Joomla, Audio Engineering, Strategic Planning, Sound, Event Planning, Video Production, Sound Reinforcement, AV, Video, Photography, Project Management, Television, Sound Design, Production Managment, Audio Editing, Projection, Digital Audio, FOH, Professional Audio, Production Management
Education
Northwest Nazarene University 1988 — 1992
Bachelor of Arts (BA), Music Education
Nina Niles's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley July 2012 - June 2014
Siemens Energy July 2011 - September 2011
Siemens Energy June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, NX Nastran (Unigraphics), Matlab
Education
Northwestern University 2008 — 2012
Bachelor of Science (BS), Mechanical Engineering
The Dalton School 2004 — 2008
Morgan Stanley June 2014 - Present
Morgan Stanley July 2012 - June 2014
Siemens Energy July 2011 - September 2011
Siemens Energy June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, NX Nastran (Unigraphics), Matlab
Education
Northwestern University 2008 — 2012
Bachelor of Science (BS), Mechanical Engineering
The Dalton School 2004 — 2008
Raymond.R. Yang Raymond.R. Yang's Morgan Stanley Experience June 2011 - August 2011
Job Data Analyst at Symphony Commerce
Industry Retail
Experience
Symphony Commerce September 2013 - Present
Analysis Group July 2012 - August 2013
Morgan Stanley June 2011 - August 2011
IFC - International Finance Corporation August 2010 - September 2010
Skills
SAS, Quantitative Analytics, Econometrics, Bloomberg, Data Analysis, Financial Modeling, Stata, Valuation, Financial Analysis, Statistical Modeling, Economics, Statistics
Education
Northwestern University 2008 — 2012
Bachelor, double major in Industrial Engineering and Economics
Lake Forest Academy 2005 — 2008
High School
Symphony Commerce September 2013 - Present
Analysis Group July 2012 - August 2013
Morgan Stanley June 2011 - August 2011
IFC - International Finance Corporation August 2010 - September 2010
Skills
SAS, Quantitative Analytics, Econometrics, Bloomberg, Data Analysis, Financial Modeling, Stata, Valuation, Financial Analysis, Statistical Modeling, Economics, Statistics
Education
Northwestern University 2008 — 2012
Bachelor, double major in Industrial Engineering and Economics
Lake Forest Academy 2005 — 2008
High School
Josh Kearney's Morgan Stanley Experience 2012 - 2013
Job Sales Associate
Industry Facilities Services
Experience
City Wide Maintenance April 2015 - Present
Morgan Stanley 2012 - 2013
Otlay Interactive August 2010 - January 2011
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 7
Education
Northwest Missouri State University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Marketing
Northwest Missouri State University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
City Wide Maintenance April 2015 - Present
Morgan Stanley 2012 - 2013
Otlay Interactive August 2010 - January 2011
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 7
Education
Northwest Missouri State University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Marketing
Northwest Missouri State University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Joe Yuan's Morgan Stanley Experience June 2011 - August 2011
Job Associate at Natural Gas Partners
Industry Venture Capital & Private Equity
Experience
Natural Gas Partners July 2014 - Present
Barclays Capital June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Skills
Investment Banking, Financial Modeling
Education
Northwestern University 2008 — 2012
B.A., Economics, Business Institutions, Summa Cum Laude, Phi Beta Kappa
Northview High School 2004 — 2008
High School Diploma
Natural Gas Partners July 2014 - Present
Barclays Capital June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Skills
Investment Banking, Financial Modeling
Education
Northwestern University 2008 — 2012
B.A., Economics, Business Institutions, Summa Cum Laude, Phi Beta Kappa
Northview High School 2004 — 2008
High School Diploma
Debra Schalk Debra Schalk's Morgan Stanley Experience July 1994 - February 1996
Job Head Retail Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Erik Hartford Erik Hartford's Morgan Stanley Experience April 2014 - Present
Job Corporate Treasury Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Interactive Brokers August 2011 - April 2014
Teach for America June 2010 - July 2011
Blue Canyon Partners June 2009 - August 2009
Northwestern University June 2009 - August 2009
Skills
Quantitative Analytics, Financial Modeling, Finance, Data Analysis, Microsoft Office, Fixed Income
Education
Northwestern University 2006 — 2010
BA, Economics, Mathematics, Minor in French
Morgan Stanley April 2014 - Present
Interactive Brokers August 2011 - April 2014
Teach for America June 2010 - July 2011
Blue Canyon Partners June 2009 - August 2009
Northwestern University June 2009 - August 2009
Skills
Quantitative Analytics, Financial Modeling, Finance, Data Analysis, Microsoft Office, Fixed Income
Education
Northwestern University 2006 — 2010
BA, Economics, Mathematics, Minor in French
Philip Lao's Morgan Stanley Experience 1988 - 1998
Job VP INVESTMENT OFFICER at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors January 2006 - Present
smith barney inc 1998 - January 2006
Morgan Stanley 1988 - 1998
Education
Northwestern University 1972 — 1974
Master of Business Administration (M.B.A.), finance and marketing
Wells Fargo Advisors January 2006 - Present
smith barney inc 1998 - January 2006
Morgan Stanley 1988 - 1998
Education
Northwestern University 1972 — 1974
Master of Business Administration (M.B.A.), finance and marketing
Kathleen Wark's Morgan Stanley Experience July 2008 - July 2010
Job at
Industry Financial Services
Experience
American Infrastructure MLP Funds August 2014 - Present
GTCR Golder Rauner 2010 - 2012
Morgan Stanley July 2008 - July 2010
Skills
Financial Modeling, Valuation, Business Strategy, Financial Analysis, Analytics, Private Equity, Investment Banking, LBO, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Bloomberg, Investments, Marketing Strategy, Capital Markets, Equities, Hedge Funds
Education
Stanford University Graduate School of Business 2012 — 2014
Northwestern University 2004 — 2008
B.A., Economics, Global Health
American Infrastructure MLP Funds August 2014 - Present
GTCR Golder Rauner 2010 - 2012
Morgan Stanley July 2008 - July 2010
Skills
Financial Modeling, Valuation, Business Strategy, Financial Analysis, Analytics, Private Equity, Investment Banking, LBO, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Bloomberg, Investments, Marketing Strategy, Capital Markets, Equities, Hedge Funds
Education
Stanford University Graduate School of Business 2012 — 2014
Northwestern University 2004 — 2008
B.A., Economics, Global Health
Kelly Greer Kelly Greer's Morgan Stanley Experience January 2015 - May 2015
Job Asset Management Group Intern at PNC
Industry Banking
Experience
PNC June 2015 - Present
Morgan Stanley January 2015 - May 2015
Hocking Media Group, Inc June 2013 - September 2013
Skills
Tennis, Stata, Golf, Morningstar, S&P Marketscope Advisor, Bloomberg Terminal
Education
Northwestern University 2013 — 2017
Bachelor’s Degree, Economics
Wylie E. Groves High School 2009 — 2013
PNC June 2015 - Present
Morgan Stanley January 2015 - May 2015
Hocking Media Group, Inc June 2013 - September 2013
Skills
Tennis, Stata, Golf, Morningstar, S&P Marketscope Advisor, Bloomberg Terminal
Education
Northwestern University 2013 — 2017
Bachelor’s Degree, Economics
Wylie E. Groves High School 2009 — 2013
Andrew Wolford's Morgan Stanley Experience February 2015 - May 2015
Job Summer Analyst Strategy and M&A at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
Morgan Stanley February 2015 - May 2015
Zurich North America June 2014 - September 2014
Melinda Holm & Associates March 2012 - August 2013
Skills
Social Networking, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Microsoft Word, Customer Service, Data Entry
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
AIG June 2015 - Present
Morgan Stanley February 2015 - May 2015
Zurich North America June 2014 - September 2014
Melinda Holm & Associates March 2012 - August 2013
Skills
Social Networking, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Microsoft Word, Customer Service, Data Entry
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Sho Fujiwara Sho Fujiwara's Morgan Stanley Experience June 2007 - July 2007
Job
Industry Nonprofit Organization Management
Experience
FARMIGO April 2015 - Present
Greenpeace April 2012 - March 2015
Energetics April 2010 - April 2012
Accenture September 2009 - April 2010
Accenture August 2008 - March 2009
UBS July 2007 - August 2007
Morgan Stanley June 2007 - July 2007
Skills
Energy, Energy Efficiency, Renewable Energy, Management Consulting, Data Analysis, Program Management, Project Management, Business Strategy, Economics, Strategic Planning, Quantitative Analytics, Visio, Stata, Analysis, Financial Modeling, Analytics, Electric Guitar, Strategy, Policy Analysis, Sustainability, Policy
Education
Northwestern University
Master's Degree, Predictive Analysis (Online)
Northwestern University 2004 — 2008
Bachelor of Science, Mechanical Engineering
FARMIGO April 2015 - Present
Greenpeace April 2012 - March 2015
Energetics April 2010 - April 2012
Accenture September 2009 - April 2010
Accenture August 2008 - March 2009
UBS July 2007 - August 2007
Morgan Stanley June 2007 - July 2007
Skills
Energy, Energy Efficiency, Renewable Energy, Management Consulting, Data Analysis, Program Management, Project Management, Business Strategy, Economics, Strategic Planning, Quantitative Analytics, Visio, Stata, Analysis, Financial Modeling, Analytics, Electric Guitar, Strategy, Policy Analysis, Sustainability, Policy
Education
Northwestern University
Master's Degree, Predictive Analysis (Online)
Northwestern University 2004 — 2008
Bachelor of Science, Mechanical Engineering
Eric Sadler Eric Sadler's Morgan Stanley Experience June 2012 - August 2012
Job Student at Northwestern University
Industry
Experience
FTI Consulting September 2015 - Present
FTI Consulting June 2014 - August 2014
AllianceBernstein June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Thomson Reuters June 2010 - August 2011
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Political Science, Business Institutions, and Entrepreneurship
Mamaroneck High School
Sciences Po
European Union Studies
FTI Consulting September 2015 - Present
FTI Consulting June 2014 - August 2014
AllianceBernstein June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Thomson Reuters June 2010 - August 2011
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Political Science, Business Institutions, and Entrepreneurship
Mamaroneck High School
Sciences Po
European Union Studies
Stephanie Zisk's Morgan Stanley Experience March 2006 - November 2006
Job Global Manager Digital in Financial Institutions and NAMR FI Business Development Manager at Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group February 2013 - April 2015
JPMorgan Chase February 2012 - February 2013
JPMorgan Chase August 2010 - January 2012
JPMorgan Chase February 2010 - August 2010
JPMorgan Chase August 2007 - January 2010
Morgan Stanley March 2006 - November 2006
Danielle Janine Jewelry January 2006 - September 2006
Skills
Finance, Financial Analysis, Financial Modeling, Competitive Analysis, Corporate Finance, Financial Reporting
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Northwestern University 2005 — 2007
Bachelor of Arts, Psychology & Business Institutions
Tulane University 2003 — 2005
Psychology & Business
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group February 2013 - April 2015
JPMorgan Chase February 2012 - February 2013
JPMorgan Chase August 2010 - January 2012
JPMorgan Chase February 2010 - August 2010
JPMorgan Chase August 2007 - January 2010
Morgan Stanley March 2006 - November 2006
Danielle Janine Jewelry January 2006 - September 2006
Skills
Finance, Financial Analysis, Financial Modeling, Competitive Analysis, Corporate Finance, Financial Reporting
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Northwestern University 2005 — 2007
Bachelor of Arts, Psychology & Business Institutions
Tulane University 2003 — 2005
Psychology & Business
Michelle Johns Michelle Johns's Morgan Stanley Experience 1998 - 2001
Job Account Executive
Industry Information Technology and Services
Experience
Iron Mountain June 2011 - November 2012
GRM Information Management Services 2010 - 2011
Pitney Bowes Management Services 2004 - 2009
RSM McGladrey 2002 - 2004
Arthur Anderson 2001 - 2002
Morgan Stanley 1998 - 2001
Jack Levy Associates 1996 - 1998
American Medical Association 1991 - 1996
Education
Northwestern University 1994 — 1998
Economics
Iron Mountain June 2011 - November 2012
GRM Information Management Services 2010 - 2011
Pitney Bowes Management Services 2004 - 2009
RSM McGladrey 2002 - 2004
Arthur Anderson 2001 - 2002
Morgan Stanley 1998 - 2001
Jack Levy Associates 1996 - 1998
American Medical Association 1991 - 1996
Education
Northwestern University 1994 — 1998
Economics
Hauwei L's Morgan Stanley Experience 2006 - 2006
Job Managing Partner at Another Proprietary Trading Firm
Industry Capital Markets
Experience
Another Proprietary Trading Firm 2010 - Present
A Proprietary Trading Firm 2007 - 2009
A Proprietary Trading Firm 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Options, Derivatives, Trading Systems, Proprietary Trading, Electronic Trading, Trading, Equities, Trading Strategies, Market Making, Financial Markets, Equity Derivatives, Equity Trading
Education
Northwestern University
B.A.
Another Proprietary Trading Firm 2010 - Present
A Proprietary Trading Firm 2007 - 2009
A Proprietary Trading Firm 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Options, Derivatives, Trading Systems, Proprietary Trading, Electronic Trading, Trading, Equities, Trading Strategies, Market Making, Financial Markets, Equity Derivatives, Equity Trading
Education
Northwestern University
B.A.
Amol Deshpande's Morgan Stanley Experience 2009 - 2012
Job Long/Short Equity Analyst
Industry Investment Management
Experience
Multi-Strategy Investment Firm 2014 - Present
JLL Partners 2012 - 2014
Morgan Stanley 2009 - 2012
Education
Northwestern University
BA
Multi-Strategy Investment Firm 2014 - Present
JLL Partners 2012 - 2014
Morgan Stanley 2009 - 2012
Education
Northwestern University
BA
Jeronimo De Guzman's Morgan Stanley Experience August 2007 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Blue Cross and Blue Shield Association February 2001 - July 2005
Whittman-Hart / marchFIRST August 2000 - February 2001
Skills
Equities, Equity Research, Valuation, Market Research, Accounting, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Healthcare Management
Northwestern University 1996 — 2000
Bachelor of Science (B.S.), Industrial Engineering, Economics, 3.67
Morgan Stanley August 2007 - Present
Blue Cross and Blue Shield Association February 2001 - July 2005
Whittman-Hart / marchFIRST August 2000 - February 2001
Skills
Equities, Equity Research, Valuation, Market Research, Accounting, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Healthcare Management
Northwestern University 1996 — 2000
Bachelor of Science (B.S.), Industrial Engineering, Economics, 3.67
Erin Breslin's Morgan Stanley Experience August 2009 - October 2010
Job Manager, Product Management at Amazon
Industry Retail
Experience
Amazon June 2015 - Present
Amazon September 2014 - May 2015
Amazon June 2013 - September 2014
Starbucks January 2013 - June 2013
Starbucks May 2012 - January 2013
Zazzle 2011 - May 2012
Zazzle October 2010 - March 2011
Morgan Stanley August 2009 - October 2010
Morgan Stanley June 2008 - August 2008
Northern Trust January 2005 - August 2007
Skills
Customization, Financial Modeling, Financial Analysis, Email Marketing, Customer Retention, Loyalty Marketing, Open Innovation, Brand Partnerships, Strategic Partnerships, Market Analysis, Industry Research, Brand Management, E-commerce, Investment Banking, Competitive Analysis, Valuation, Corporate Finance, Omniture, Product Development, Strategy, Start-ups, Product Marketing, Business Development, Marketing, Product Management, Analytics, Cross-functional Team..., Portfolio Management, Business Strategy, Retail, Online Marketing, Web Analytics, SEM, Digital Marketing, Customer Acquisition, SEO, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Cape Town 2008 — 2008
Study Abroad
Northwestern University 1999 — 2003
BA, History
Lincoln High School 1995 — 1999
Amazon June 2015 - Present
Amazon September 2014 - May 2015
Amazon June 2013 - September 2014
Starbucks January 2013 - June 2013
Starbucks May 2012 - January 2013
Zazzle 2011 - May 2012
Zazzle October 2010 - March 2011
Morgan Stanley August 2009 - October 2010
Morgan Stanley June 2008 - August 2008
Northern Trust January 2005 - August 2007
Skills
Customization, Financial Modeling, Financial Analysis, Email Marketing, Customer Retention, Loyalty Marketing, Open Innovation, Brand Partnerships, Strategic Partnerships, Market Analysis, Industry Research, Brand Management, E-commerce, Investment Banking, Competitive Analysis, Valuation, Corporate Finance, Omniture, Product Development, Strategy, Start-ups, Product Marketing, Business Development, Marketing, Product Management, Analytics, Cross-functional Team..., Portfolio Management, Business Strategy, Retail, Online Marketing, Web Analytics, SEM, Digital Marketing, Customer Acquisition, SEO, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
University of Cape Town 2008 — 2008
Study Abroad
Northwestern University 1999 — 2003
BA, History
Lincoln High School 1995 — 1999
John McArthur's Morgan Stanley Experience January 2007 - February 2012
Job Senior Partner & Chief Investment Officer at Krilogy Financial
Industry Financial Services
Experience
Kids In The Middle June 2015 - Present
CASY-MSCCN September 2014 - Present
Krilogy Financial February 2012 - Present
Krilogy Financial February 2012 - Present
Morgan Stanley January 2007 - February 2012
A.G. Edwards & Sons, Inc. March 2001 - January 2007
U.C.L.A June 1999 - July 2001
Skills
Principal of Investment..., Retirement Income..., Wealth Management and..., Wealth Management, Finance, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Personal Financial..., Series 7, Financial Advisory, Portfolio Management, Investment Strategies, Financial Analysis, Insurance, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Planning
Education
Northwestern University 1997 — 1999
University of Missouri-Columbia 1995 — 1997
Business
SLUH
Kids In The Middle June 2015 - Present
CASY-MSCCN September 2014 - Present
Krilogy Financial February 2012 - Present
Krilogy Financial February 2012 - Present
Morgan Stanley January 2007 - February 2012
A.G. Edwards & Sons, Inc. March 2001 - January 2007
U.C.L.A June 1999 - July 2001
Skills
Principal of Investment..., Retirement Income..., Wealth Management and..., Wealth Management, Finance, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Personal Financial..., Series 7, Financial Advisory, Portfolio Management, Investment Strategies, Financial Analysis, Insurance, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Planning
Education
Northwestern University 1997 — 1999
University of Missouri-Columbia 1995 — 1997
Business
SLUH
Willie Jung's Morgan Stanley Experience June 2011 - Present
Job Market Risk Manager
Industry Investment Banking
Experience
Morgan Stanley June 2011 - Present
RBS Global Banking & Markets September 2009 - March 2011
ABN AMRO Bank N.V. March 2006 - September 2009
Education
Northwestern University
Morgan Stanley June 2011 - Present
RBS Global Banking & Markets September 2009 - March 2011
ABN AMRO Bank N.V. March 2006 - September 2009
Education
Northwestern University
Dave Swanson's Morgan Stanley Experience 2000 - 2004
Job Founder & Managing Partner, SwanDog Strategic Marketing, LLC
Industry Financial Services
Experience
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
Mina Kim's Morgan Stanley Experience 2006 - 2008
Job Senior User Experience Designer at T3
Industry Internet
Experience
T3 November 2014 - Present
eventflow May 2014 - Present
Self-employed August 2013 - November 2014
Adjacent to One February 2014 - October 2014
American Express OPEN February 2013 - July 2013
UrbanDaddy May 2012 - January 2013
Patch.com & Aol Mobile January 2011 - April 2012
eMusic.com August 2009 - December 2010
TheLadders.com 2008 - 2009
Morgan Stanley 2006 - 2008
Skills
Product Vision, Product Strategy, Mobile Applications, Mobile, Wireframes, User Experience, User Interface, Product Management, Requirements Analysis, Entrepreneur, Functional..., Mobile Devices, Management, Agile Methodologies, Creative Direction, Scrum, Strategic Partnerships, Usability Testing, Digital Media, E-commerce, Analytics, Mobile Internet, Cross-functional Team..., Advertising, Start-ups, Awesomeness, Interaction Design, User Experience Design, User Interface Design
Education
Northwestern University
BS, Electrical Engineering
T3 November 2014 - Present
eventflow May 2014 - Present
Self-employed August 2013 - November 2014
Adjacent to One February 2014 - October 2014
American Express OPEN February 2013 - July 2013
UrbanDaddy May 2012 - January 2013
Patch.com & Aol Mobile January 2011 - April 2012
eMusic.com August 2009 - December 2010
TheLadders.com 2008 - 2009
Morgan Stanley 2006 - 2008
Skills
Product Vision, Product Strategy, Mobile Applications, Mobile, Wireframes, User Experience, User Interface, Product Management, Requirements Analysis, Entrepreneur, Functional..., Mobile Devices, Management, Agile Methodologies, Creative Direction, Scrum, Strategic Partnerships, Usability Testing, Digital Media, E-commerce, Analytics, Mobile Internet, Cross-functional Team..., Advertising, Start-ups, Awesomeness, Interaction Design, User Experience Design, User Interface Design
Education
Northwestern University
BS, Electrical Engineering
Pete Andreuccetti's Morgan Stanley Experience December 2007 - August 2008
Job Manager at Macquarie
Industry Banking
Experience
Macquarie May 2014 - Present
Deutsche Bank December 2013 - January 2014
Deutsche Bank July 2011 - December 2013
University of Chicago Booth School of Business September 2009 - July 2011
Deutsche Bank June 2010 - August 2010
Gambit Trading May 2009 - August 2009
Janus Capital Group August 2008 - April 2009
Morgan Stanley December 2007 - August 2008
Accredited Home Lenders January 2006 - March 2008
New Century January 2005 - January 2006
Skills
Financial Modeling, Quantitative Analytics, Business Strategy, Sales Finance, Investment Banking, Options, Corporate Finance, Capital Markets, Due Diligence, Portfolio Management, Bloomberg, Fixed Income, Investments, Financial Analysis, Valuation, Swaps, Alternative Investments, Structured Products, DCF, Financial Structuring, Hedge Funds, Venture Capital, Trading Systems, FX Options, Financial Services, Credit Analysis, Commodity, Asset Allocation, Equities, Investment Strategies, Risk Management, Economics, M&A experience, LBO, Hedging, Asset Management, Structured Finance, Business Valuation, Equity Research, Series 7, Securities, Corporate Development, Electronic Trading, Finance, Trading, Private Equity, Financial Markets, Project Finance, Mergers & Acquisitions, Derivatives
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Chicago 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Chemical Engineering
York Community High School 1995 — 1999
High School Diploma
Macquarie May 2014 - Present
Deutsche Bank December 2013 - January 2014
Deutsche Bank July 2011 - December 2013
University of Chicago Booth School of Business September 2009 - July 2011
Deutsche Bank June 2010 - August 2010
Gambit Trading May 2009 - August 2009
Janus Capital Group August 2008 - April 2009
Morgan Stanley December 2007 - August 2008
Accredited Home Lenders January 2006 - March 2008
New Century January 2005 - January 2006
Skills
Financial Modeling, Quantitative Analytics, Business Strategy, Sales Finance, Investment Banking, Options, Corporate Finance, Capital Markets, Due Diligence, Portfolio Management, Bloomberg, Fixed Income, Investments, Financial Analysis, Valuation, Swaps, Alternative Investments, Structured Products, DCF, Financial Structuring, Hedge Funds, Venture Capital, Trading Systems, FX Options, Financial Services, Credit Analysis, Commodity, Asset Allocation, Equities, Investment Strategies, Risk Management, Economics, M&A experience, LBO, Hedging, Asset Management, Structured Finance, Business Valuation, Equity Research, Series 7, Securities, Corporate Development, Electronic Trading, Finance, Trading, Private Equity, Financial Markets, Project Finance, Mergers & Acquisitions, Derivatives
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Chicago 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Chemical Engineering
York Community High School 1995 — 1999
High School Diploma
Evan Levine's Morgan Stanley Experience April 2014 - Present
Job Executive Director Head of Surface Transportation at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2014 - Present
Citigroup January 2005 - March 2014
J.P. Morgan September 2003 - December 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Project Finance, Valuation
Education
Northwestern University 1999 — 2003
BA, Political Science, History
Morgan Stanley April 2014 - Present
Citigroup January 2005 - March 2014
J.P. Morgan September 2003 - December 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Project Finance, Valuation
Education
Northwestern University 1999 — 2003
BA, Political Science, History
Elaine Molinaro's Morgan Stanley Experience September 2014 - Present
Job Director at Morgan Stanley Compliance
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Moody's Corporation August 2012 - May 2014
Bessemer Trust March 2002 - August 2012
Skills
FINRA, AML, KYC, Hedge Funds, Fund Of Funds, Series 7, Equities, Securities, Alternative Investments, Fixed Income, Asset Managment, Wealth Management, Series 63, Mutual Funds, Private Equity, Investment Management, Investments, Investment Advisory
Education
Rutgers University 1998 — 2002
Master's degree
Northwestern University 1989 — 1993
Bachelor's of Communications
New York University
Master's degree
Morgan Stanley September 2014 - Present
Moody's Corporation August 2012 - May 2014
Bessemer Trust March 2002 - August 2012
Skills
FINRA, AML, KYC, Hedge Funds, Fund Of Funds, Series 7, Equities, Securities, Alternative Investments, Fixed Income, Asset Managment, Wealth Management, Series 63, Mutual Funds, Private Equity, Investment Management, Investments, Investment Advisory
Education
Rutgers University 1998 — 2002
Master's degree
Northwestern University 1989 — 1993
Bachelor's of Communications
New York University
Master's degree
Cary Torkelson's Morgan Stanley Experience 1994 - 1997
Job Solutions Architect, DriveWealth
Industry Computer Software
Experience
DriveWealth October 2012 - Present
mobiMicro May 2013 - Present
RadioYo October 2012 - Present
Tylted February 2007 - September 2012
Roundbox, Inc. September 2006 - February 2007
Spiderphone 1998 - 2006
UBS October 1997 - September 1998
Morgan Stanley 1994 - 1997
Skills
Start-ups, Management, Mobile Internet, Mobile Devices, Mobile Applications, Telecommunications, Product Management, Mobile Marketing, C#, XML, SQL, Strategic Partnerships, Product Development, JavaScript, C++, Integration, .NET, Web Services, Microsoft SQL Server, Web Applications, E-commerce, User Interface Design
Education
Northwestern University 1984 — 1989
BS and MS, Electrical Engineering
DriveWealth October 2012 - Present
mobiMicro May 2013 - Present
RadioYo October 2012 - Present
Tylted February 2007 - September 2012
Roundbox, Inc. September 2006 - February 2007
Spiderphone 1998 - 2006
UBS October 1997 - September 1998
Morgan Stanley 1994 - 1997
Skills
Start-ups, Management, Mobile Internet, Mobile Devices, Mobile Applications, Telecommunications, Product Management, Mobile Marketing, C#, XML, SQL, Strategic Partnerships, Product Development, JavaScript, C++, Integration, .NET, Web Services, Microsoft SQL Server, Web Applications, E-commerce, User Interface Design
Education
Northwestern University 1984 — 1989
BS and MS, Electrical Engineering
Robert Hoffman, CFA, PMP's Morgan Stanley Experience 2005 - 2006
Job VP of Finance at Byline Bank
Industry Financial Services
Experience
Byline Bank November 2014 - Present
Discover Financial Services June 2013 - October 2014
Discover Financial Services June 2012 - July 2013
Discover Financial Services July 2011 - July 2012
Sprint Nextel May 2010 - August 2010
Blue Canyon Partners Consultancy 2006 - 2009
Morgan Stanley 2005 - 2006
Skills
Strategic Planning, Business Strategy, Corporate Finance, Problem Solving, Project Management, Product Development, Product Management, Cross-functional Team..., People Development, Team Building, Statistical Software, Statistical Modeling, Forecasting, Investment Management, Chartered Financial..., Managerial Finance, Financial Modeling, Financial Analysis, Film Production, Final Cut Pro, Talent Acquisition, Credit Cards, Banking, Wealth Management, Management Consulting, Strategic Consulting, Lean Transformation, Business Development, Management, Strategic Partnerships, Strategy, Mergers & Acquisitions, Finance, Financial Services
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Master of Business Administration, Corporate Finance
Northwestern University 2001 — 2005
Bachelor of Science, Economics and Radio/Television/Film
Byline Bank November 2014 - Present
Discover Financial Services June 2013 - October 2014
Discover Financial Services June 2012 - July 2013
Discover Financial Services July 2011 - July 2012
Sprint Nextel May 2010 - August 2010
Blue Canyon Partners Consultancy 2006 - 2009
Morgan Stanley 2005 - 2006
Skills
Strategic Planning, Business Strategy, Corporate Finance, Problem Solving, Project Management, Product Development, Product Management, Cross-functional Team..., People Development, Team Building, Statistical Software, Statistical Modeling, Forecasting, Investment Management, Chartered Financial..., Managerial Finance, Financial Modeling, Financial Analysis, Film Production, Final Cut Pro, Talent Acquisition, Credit Cards, Banking, Wealth Management, Management Consulting, Strategic Consulting, Lean Transformation, Business Development, Management, Strategic Partnerships, Strategy, Mergers & Acquisitions, Finance, Financial Services
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Master of Business Administration, Corporate Finance
Northwestern University 2001 — 2005
Bachelor of Science, Economics and Radio/Television/Film
Eric Kanter's Morgan Stanley Experience April 2007 - Present
Job Morgan Stanley Private Equity
Industry Venture Capital & Private Equity
Experience
Morgan Stanley April 2007 - Present
Morgan Stanley August 2003 - April 2007
Ryan Enterprises Group September 1998 - July 2001
A.T. Kearney September 1996 - September 1998
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Equities, Venture Capital, Corporate Finance, Due Diligence, Emerging Markets, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Northwestern University 1992 — 1996
Morgan Stanley April 2007 - Present
Morgan Stanley August 2003 - April 2007
Ryan Enterprises Group September 1998 - July 2001
A.T. Kearney September 1996 - September 1998
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Equities, Venture Capital, Corporate Finance, Due Diligence, Emerging Markets, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Northwestern University 1992 — 1996
Dmitry Shteynberg's Morgan Stanley Experience September 1999 - December 2000
Job Vice President Professional Risk at ACE Group
Industry Insurance
Experience
ACE Group April 2009 - Present
AIG April 2002 - April 2009
Great American Insurance January 2001 - April 2002
Morgan Stanley September 1999 - December 2000
Education
Northwestern University - Kellogg School of Management 2006 — 2008
2008, Marketing, Finance
Northwestern University 1995 — 1999
ACE Group April 2009 - Present
AIG April 2002 - April 2009
Great American Insurance January 2001 - April 2002
Morgan Stanley September 1999 - December 2000
Education
Northwestern University - Kellogg School of Management 2006 — 2008
2008, Marketing, Finance
Northwestern University 1995 — 1999
Nick Lawhead's Morgan Stanley Experience May 2015 - Present
Job Associate, Mergers & Acquisitions at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2015 - Present
Credit Suisse May 2013 - April 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - May 2013
Education
University of Chicago Booth School of Business 2007 — 2011
M.B.A., Finance/Accounting
University of Chicago Law School 2007 — 2011
J.D., Law
Northwestern University 2001 — 2005
B.A., Economics
Morgan Stanley May 2015 - Present
Credit Suisse May 2013 - April 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - May 2013
Education
University of Chicago Booth School of Business 2007 — 2011
M.B.A., Finance/Accounting
University of Chicago Law School 2007 — 2011
J.D., Law
Northwestern University 2001 — 2005
B.A., Economics
Aunrie Dash's Morgan Stanley Experience 1991 - 2005
Job Alternative Execution Products Sales & Trading
Industry Financial Services
Experience
Credit Suisse August 2007 - Present
UBS Investment Bank 2005 - 2007
Morgan Stanley 1991 - 2005
Education
Northwestern University
BS, Econ
Credit Suisse August 2007 - Present
UBS Investment Bank 2005 - 2007
Morgan Stanley 1991 - 2005
Education
Northwestern University
BS, Econ
Derek Schneider's Morgan Stanley Experience August 2011 - Present
Job Associate Real Estate Investing at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley August 2011 - Present
JER Partners August 2008 - July 2011
Lehman Brothers November 2006 - March 2008
Robert W. Baird July 2005 - November 2006
Education
Northwestern University 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Study Abroad, International Economics
Morgan Stanley August 2011 - Present
JER Partners August 2008 - July 2011
Lehman Brothers November 2006 - March 2008
Robert W. Baird July 2005 - November 2006
Education
Northwestern University 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Study Abroad, International Economics
Liz Owens's Morgan Stanley Experience December 2001 - February 2008
Job Innovation Training and University Manager at Cisco
Industry Information Technology and Services
Experience
Cisco August 2015 - Present
Cisco August 2014 - Present
Allstate Insurance Co December 2009 - August 2014
Allstate Insurance Co February 2008 - April 2010
Morgan Stanley December 2001 - February 2008
Aquent Partners January 2001 - December 2001
Interactive Visuals, Inc January 1999 - January 2001
Aquent Partners July 1997 - January 1999
Accenture - Americas Information Systems September 1995 - October 1997
Skills
Strategy, Consulting, Management, Management Consulting, Editing, Analysis, Human Resources, Strategic Thinking, Strategic Communications, Process Improvement, Blogging, Social Media, Internal Communications, Software Documentation, Corporate Communications, Leadership, Insurance, Change Management, Coaching, Leadership Development, Training, Business Process..., Vendor Management, Cross-functional Team..., Team Leadership, Risk Management, CRM, Organizational..., Workshop Facilitation, Business Analysis, Analytics, Business Development, Business Strategy, Data Analysis, Employee Engagement, Innovation Consulting, Organizational..., PMO, Performance Management, Project Portfolio..., SDLC, Talent Management, Team Building
Education
Northwestern University
B.A, Comparative Literature
Northwestern University
Bachelor of Arts (B.A.), Comparative Literature
Northwestern University
Bachelor of Arts (B.A.), Comparative Literature
Cisco August 2015 - Present
Cisco August 2014 - Present
Allstate Insurance Co December 2009 - August 2014
Allstate Insurance Co February 2008 - April 2010
Morgan Stanley December 2001 - February 2008
Aquent Partners January 2001 - December 2001
Interactive Visuals, Inc January 1999 - January 2001
Aquent Partners July 1997 - January 1999
Accenture - Americas Information Systems September 1995 - October 1997
Skills
Strategy, Consulting, Management, Management Consulting, Editing, Analysis, Human Resources, Strategic Thinking, Strategic Communications, Process Improvement, Blogging, Social Media, Internal Communications, Software Documentation, Corporate Communications, Leadership, Insurance, Change Management, Coaching, Leadership Development, Training, Business Process..., Vendor Management, Cross-functional Team..., Team Leadership, Risk Management, CRM, Organizational..., Workshop Facilitation, Business Analysis, Analytics, Business Development, Business Strategy, Data Analysis, Employee Engagement, Innovation Consulting, Organizational..., PMO, Performance Management, Project Portfolio..., SDLC, Talent Management, Team Building
Education
Northwestern University
B.A, Comparative Literature
Northwestern University
Bachelor of Arts (B.A.), Comparative Literature
Northwestern University
Bachelor of Arts (B.A.), Comparative Literature
Ken Kramer's Morgan Stanley Experience June 1989 - August 1995
Job Portfolio Manager at Guggenheim Global Trading
Industry Financial Services
Experience
Guggenheim Global Trading, LLC April 2012 - Present
Banc of America Securities May 2006 - February 2008
Deutsche Bank November 1998 - January 2006
ITG June 1996 - November 1998
Morgan Stanley June 1989 - August 1995
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, Economics
Northwestern University 1983 — 1987
Bachelor of Science (BS), Industrial Engineering
Guggenheim Global Trading, LLC April 2012 - Present
Banc of America Securities May 2006 - February 2008
Deutsche Bank November 1998 - January 2006
ITG June 1996 - November 1998
Morgan Stanley June 1989 - August 1995
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, Economics
Northwestern University 1983 — 1987
Bachelor of Science (BS), Industrial Engineering
Kaleb Hartman's Morgan Stanley Experience Senior ManagerDeloitte ConsultingJune 1998 - March 2006
Job MD/Institutional Distribution at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Senior ManagerDeloitte ConsultingJune 1998 - March 2006
Dean Witter June 1994 - August 1996
Education
Northwestern University
BA
The University of Chicago Booth School of Business
MBA
Morgan Stanley Senior ManagerDeloitte ConsultingJune 1998 - March 2006
Dean Witter June 1994 - August 1996
Education
Northwestern University
BA
The University of Chicago Booth School of Business
MBA
Meredith Barber's Morgan Stanley Experience December 2007 - March 2009
Job Senior Director of Institutional Advancement at Leake and Watts Services, Inc.
Industry Nonprofit Organization Management
Experience
Leake and Watts Services, Inc. November 2014 - Present
Leake and Watts Services, Inc. March 2009 - November 2014
Morgan Stanley December 2007 - March 2009
Self-Employed and various companies June 1994 - January 2008
Skills
Volunteer Management, Fundraising, Philanthropy, Community Outreach, Nonprofits, Program Development, Grant Writing, Grants, Event Planning, Non-profits, Public Speaking, Program Management, Event Management, Social Services, Public Relations, Government, Research, Networking, Management, Contract Negotiation, Budgets, Strategy
Education
Northwestern University
Master's degree, Music
Northwestern University
Bachelor's Degree, Music
Leake and Watts Services, Inc. November 2014 - Present
Leake and Watts Services, Inc. March 2009 - November 2014
Morgan Stanley December 2007 - March 2009
Self-Employed and various companies June 1994 - January 2008
Skills
Volunteer Management, Fundraising, Philanthropy, Community Outreach, Nonprofits, Program Development, Grant Writing, Grants, Event Planning, Non-profits, Public Speaking, Program Management, Event Management, Social Services, Public Relations, Government, Research, Networking, Management, Contract Negotiation, Budgets, Strategy
Education
Northwestern University
Master's degree, Music
Northwestern University
Bachelor's Degree, Music
Stephen Sung's Morgan Stanley Experience October 2005 - January 2009
Job First Vice President, Power & Project Finance at OneWest Bank
Industry Financial Services
Experience
OneWest Bank December 2012 - Present
Tioga Energy September 2010 - September 2012
Infinia Corporation March 2009 - August 2010
Morgan Stanley October 2005 - January 2009
Goldman Sachs November 2003 - October 2005
Skills
Project Finance, Financial Modeling, Renewable Energy, Solar Energy, Cleantech, Private Equity, Valuation, Structured Finance, Capital Markets, Energy, Emerging Markets, Investment Banking, Financial Structuring, Financial Analysis, Investments, Power Generation, Oil & Gas Industry, Structured Commodity...
Education
Northwestern University
BS, Chemical Engineering
OneWest Bank December 2012 - Present
Tioga Energy September 2010 - September 2012
Infinia Corporation March 2009 - August 2010
Morgan Stanley October 2005 - January 2009
Goldman Sachs November 2003 - October 2005
Skills
Project Finance, Financial Modeling, Renewable Energy, Solar Energy, Cleantech, Private Equity, Valuation, Structured Finance, Capital Markets, Energy, Emerging Markets, Investment Banking, Financial Structuring, Financial Analysis, Investments, Power Generation, Oil & Gas Industry, Structured Commodity...
Education
Northwestern University
BS, Chemical Engineering
Samuel Spencer's Morgan Stanley Experience October 2012 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2012 - Present
UBS Investment Bank September 2011 - October 2012
Dana Holding Corporation April 2009 - March 2011
UBS Investment Bank June 2010 - August 2010
Dana Holding Corporation June 2007 - March 2009
A.T. Kearney MRO January 2006 - February 2007
A.T. Kearney January 2004 - December 2005
Skills
Financial Modeling, Business Strategy, Process Improvement, Valuation, Cross-functional Team..., Financial Analysis, Mergers, Program Management, Corporate Finance, Six Sigma, Operations Management, Mergers & Acquisitions, Management, Business Process, Finance, Supply Chain, Risk Management, Outsourcing, Analysis, Procurement
Education
University of Chicago
MBA, Finance and Accounting
Northwestern University
Chemical Engineering, Engineering
Morgan Stanley October 2012 - Present
UBS Investment Bank September 2011 - October 2012
Dana Holding Corporation April 2009 - March 2011
UBS Investment Bank June 2010 - August 2010
Dana Holding Corporation June 2007 - March 2009
A.T. Kearney MRO January 2006 - February 2007
A.T. Kearney January 2004 - December 2005
Skills
Financial Modeling, Business Strategy, Process Improvement, Valuation, Cross-functional Team..., Financial Analysis, Mergers, Program Management, Corporate Finance, Six Sigma, Operations Management, Mergers & Acquisitions, Management, Business Process, Finance, Supply Chain, Risk Management, Outsourcing, Analysis, Procurement
Education
University of Chicago
MBA, Finance and Accounting
Northwestern University
Chemical Engineering, Engineering
Jeffrey Messer's Morgan Stanley Experience June 2011 - July 2013
Job Associate at Vestar Capital Partners
Industry Financial Services
Experience
Vestar Capital Partners August 2013 - Present
Morgan Stanley June 2011 - July 2013
DealFlow Media June 2006 - August 2009
Goldman Sachs Asset Management March 2009 - June 2009
Skills
Competitive Analysis, Valuation, Operational Due..., Financial Analysis, Financial Modeling, Data Analysis, Merger Control, Bloomberg, Microsoft Excel, Business Analytics, Requirements Analysis, Strategic Planning, Structural Analysis, Risk Management, Strategic Financial..., Financial Reporting, Investment Banking, Corporate Finance, Quantitative Analytics, Marketing Communications, Risk Assessment, Mergers & Acquisitions, Market Research, Business Analysis, Final Cut Pro, Operational Risk..., Strategic Communications, Public Speaking, Economics, PowerPoint
Education
Northwestern University 2007 — 2011
BA, Economics
Vestar Capital Partners August 2013 - Present
Morgan Stanley June 2011 - July 2013
DealFlow Media June 2006 - August 2009
Goldman Sachs Asset Management March 2009 - June 2009
Skills
Competitive Analysis, Valuation, Operational Due..., Financial Analysis, Financial Modeling, Data Analysis, Merger Control, Bloomberg, Microsoft Excel, Business Analytics, Requirements Analysis, Strategic Planning, Structural Analysis, Risk Management, Strategic Financial..., Financial Reporting, Investment Banking, Corporate Finance, Quantitative Analytics, Marketing Communications, Risk Assessment, Mergers & Acquisitions, Market Research, Business Analysis, Final Cut Pro, Operational Risk..., Strategic Communications, Public Speaking, Economics, PowerPoint
Education
Northwestern University 2007 — 2011
BA, Economics
Junior Martinez's Morgan Stanley Experience September 2013 - Present
Job Vice President Fixed Income Sales Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Nomura Securities May 2010 - September 2013
Nomura July 2009 - May 2010
Lehman Brothers March 2006 - July 2009
Lincoln Center for the Performing Arts July 2004 - March 2006
Education
Northwestern University 1998 — 2002
Bachelor of Science, Industrial Engineering
Morgan Stanley September 2013 - Present
Nomura Securities May 2010 - September 2013
Nomura July 2009 - May 2010
Lehman Brothers March 2006 - July 2009
Lincoln Center for the Performing Arts July 2004 - March 2006
Education
Northwestern University 1998 — 2002
Bachelor of Science, Industrial Engineering
Monica Sehgal's Morgan Stanley Experience October 2004 - March 2010
Job Standard Wire and Steel Works
Industry Construction
Experience
Standard Wire and Steel Works 2013 - Present
Mediaocean (formerly Donovan Data Systems) April 2010 - May 2012
Morgan Stanley October 2004 - March 2010
JPMorgan Chase May 2001 - September 2004
Cintra Software and Services April 2000 - March 2001
PwC August 1998 - April 2000
Skills
Construction, Small Business, Entrepreneurship, Marketing Strategy, Business Strategy, Data Warehousing, Data Management, Process Engineering, Data Analytics, Software Project..., Data Mining
Education
Northwestern University 1994 — 1998
BA, Economics; Mathematical Methods in the Social Sciences
Standard Wire and Steel Works 2013 - Present
Mediaocean (formerly Donovan Data Systems) April 2010 - May 2012
Morgan Stanley October 2004 - March 2010
JPMorgan Chase May 2001 - September 2004
Cintra Software and Services April 2000 - March 2001
PwC August 1998 - April 2000
Skills
Construction, Small Business, Entrepreneurship, Marketing Strategy, Business Strategy, Data Warehousing, Data Management, Process Engineering, Data Analytics, Software Project..., Data Mining
Education
Northwestern University 1994 — 1998
BA, Economics; Mathematical Methods in the Social Sciences
Nigel Harrison's Morgan Stanley Experience September 2001 - March 2004
Job Research Director at Savvysherpa, Inc.
Industry Financial Services
Experience
Savvysherpa, Inc. January 2014 - Present
Northwestern University September 2012 - December 2014
Ameriprise Financial January 2011 - May 2013
Ameriprise Financial March 2009 - March 2011
Ameriprise Financial August 2007 - May 2010
Berlitz May 2006 - October 2006
Morgan Stanley September 2001 - March 2004
Skills
Analytics, Derivatives, Financial Operations, Client Service, Business Strategy, Talent Management, Workforce Planning, Human Capital Management, HRIS, Strategic Planning, Analysis, Excel, Planning, Statistics, Investments, Financial Analysis, Data Analysis, Forecasting, Human Resources, Personnel Management, Financial Services, Microsoft Excel, Strategy, Cross-functional Team..., Leadership, Business Process..., Financial Modeling
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics, GPA 3.97
University of Warwick 1998 — 2001
Bsc, Mathematics, Business, Upper Second Honors (2:1)
Savvysherpa, Inc. January 2014 - Present
Northwestern University September 2012 - December 2014
Ameriprise Financial January 2011 - May 2013
Ameriprise Financial March 2009 - March 2011
Ameriprise Financial August 2007 - May 2010
Berlitz May 2006 - October 2006
Morgan Stanley September 2001 - March 2004
Skills
Analytics, Derivatives, Financial Operations, Client Service, Business Strategy, Talent Management, Workforce Planning, Human Capital Management, HRIS, Strategic Planning, Analysis, Excel, Planning, Statistics, Investments, Financial Analysis, Data Analysis, Forecasting, Human Resources, Personnel Management, Financial Services, Microsoft Excel, Strategy, Cross-functional Team..., Leadership, Business Process..., Financial Modeling
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics, GPA 3.97
University of Warwick 1998 — 2001
Bsc, Mathematics, Business, Upper Second Honors (2:1)
Saad Mohammad's Morgan Stanley Experience 2007 - 2008
Job Graduate Student at Northwestern University
Industry Biotechnology
Experience
Northwestern University January 2015 - Present
UC Berkeley May 2013 - July 2013
Genentech April 2013 - July 2013
Genentech July 2008 - March 2013
UC Berkeley July 2012 - August 2012
Morgan Stanley 2007 - 2008
UBS April 2007 - August 2007
Skills
Western Blotting, HPLC, SEC, SDS-PAGE, Silver Staining, Transgenic Mice, Dot Blot, Immunoprecipitation, ImageJ, Matlab, Research, Data Analysis, Biotechnology, SAP R/3, Public Speaking, AlarmPoint, ArcGIS, POMS, PowerPoint, SAP, Microsoft Office, Microsoft Excel, Manufacturing, Statistics, Google Apps, R, Emerson DCS, Protein Assays
Education
Northwestern University 2014 — 2015
Master of Science (M.S.), Biotechnology
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Molecular Environmental Biology
Northwestern University January 2015 - Present
UC Berkeley May 2013 - July 2013
Genentech April 2013 - July 2013
Genentech July 2008 - March 2013
UC Berkeley July 2012 - August 2012
Morgan Stanley 2007 - 2008
UBS April 2007 - August 2007
Skills
Western Blotting, HPLC, SEC, SDS-PAGE, Silver Staining, Transgenic Mice, Dot Blot, Immunoprecipitation, ImageJ, Matlab, Research, Data Analysis, Biotechnology, SAP R/3, Public Speaking, AlarmPoint, ArcGIS, POMS, PowerPoint, SAP, Microsoft Office, Microsoft Excel, Manufacturing, Statistics, Google Apps, R, Emerson DCS, Protein Assays
Education
Northwestern University 2014 — 2015
Master of Science (M.S.), Biotechnology
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Molecular Environmental Biology
Jerry van Koolbergen's Morgan Stanley Experience June 2006 - December 2006
Job Managing Director, US & European Structured Credit
Industry Financial Services
Experience
DBRS November 2008 - Present
Morgan Stanley June 2006 - December 2006
JP Morgan June 1998 - June 2006
Skills
Structured Finance, CDO, Derivatives, Structured Products, Financial Structuring, Ratings, Credit, Fixed Income, CLO, SME sector, Restructuring, ABCP, Capital Calls, Middle Market, Trade Finance, Finance, Loans, Loan Origination, Capital Markets, Trading, Investment Banking, Hedge Funds, Private Equity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Northwestern University 1988 — 1993
BS, Electrical Engineering
Northwestern University 1988 — 1993
BMusic, Piano Performance
Bergen Catholic High School 1984 — 1988
DBRS November 2008 - Present
Morgan Stanley June 2006 - December 2006
JP Morgan June 1998 - June 2006
Skills
Structured Finance, CDO, Derivatives, Structured Products, Financial Structuring, Ratings, Credit, Fixed Income, CLO, SME sector, Restructuring, ABCP, Capital Calls, Middle Market, Trade Finance, Finance, Loans, Loan Origination, Capital Markets, Trading, Investment Banking, Hedge Funds, Private Equity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Northwestern University 1988 — 1993
BS, Electrical Engineering
Northwestern University 1988 — 1993
BMusic, Piano Performance
Bergen Catholic High School 1984 — 1988
Ross Devor's Morgan Stanley Experience January 1900 - January 1900
Job Principal at Insight Venture Partners
Industry Financial Services
Experience
Insight Venture Partners January 1903 - January 1903
Insight Venture Partners January 1902 - January 1902
Thoma Bravo January 1901 - January 1901
Morgan Stanley January 1900 - January 1900
Skills
Private Equity, LBO, Financial Modeling, Valuation, Venture Capital
Education
Northwestern University
BA
Insight Venture Partners January 1903 - January 1903
Insight Venture Partners January 1902 - January 1902
Thoma Bravo January 1901 - January 1901
Morgan Stanley January 1900 - January 1900
Skills
Private Equity, LBO, Financial Modeling, Valuation, Venture Capital
Education
Northwestern University
BA
Dave Weisberger's Morgan Stanley Experience 1984 - 1993
Job RegOne Solutions, Head of Market Structure Analysis
Industry Financial Services
Experience
RegOne Solutions November 2014 - Present
Two Sigma Securities July 2009 - October 2014
Lava Trading/Citigroup August 2007 - December 2008
citigroup January 2000 - August 2007
Salomon Smith Barney September 1997 - December 1999
Morgan Stanley 1984 - 1993
Skills
Hedge Funds, Derivatives, Electronic Trading, Equities, Trading Systems, Fixed Income, Options, Financial Markets, Financial Modeling, Trading, Market Data, Capital Markets, Strategy, Series 7, Equity Trading, Asset Management, Securities, Portfolio Management, Investment Banking, Alternative Investments, Private Equity, Equity Derivatives, Investments
Education
Northwestern University 1979 — 1983
BS, Communications Economics
RegOne Solutions November 2014 - Present
Two Sigma Securities July 2009 - October 2014
Lava Trading/Citigroup August 2007 - December 2008
citigroup January 2000 - August 2007
Salomon Smith Barney September 1997 - December 1999
Morgan Stanley 1984 - 1993
Skills
Hedge Funds, Derivatives, Electronic Trading, Equities, Trading Systems, Fixed Income, Options, Financial Markets, Financial Modeling, Trading, Market Data, Capital Markets, Strategy, Series 7, Equity Trading, Asset Management, Securities, Portfolio Management, Investment Banking, Alternative Investments, Private Equity, Equity Derivatives, Investments
Education
Northwestern University 1979 — 1983
BS, Communications Economics
Jason Cho's Morgan Stanley Experience June 2003 - August 2003
Job Partner at Orange Capital
Industry Investment Management
Experience
Orange Capital August 2010 - Present
Goldman Sachs July 2006 - August 2010
Goldman Sachs July 2004 - July 2006
Morgan Stanley June 2003 - August 2003
Education
Northwestern University 2000 — 2004
BA, Math, Economics
Orange Capital August 2010 - Present
Goldman Sachs July 2006 - August 2010
Goldman Sachs July 2004 - July 2006
Morgan Stanley June 2003 - August 2003
Education
Northwestern University 2000 — 2004
BA, Math, Economics
BJ Marshall's Morgan Stanley Experience 1998 - 2002
Job Freelance Writer
Industry Writing and Editing
Experience
(Independent) 2002 - Present
Moraine Valley Community College 2003 - 2006
Morgan Stanley 1998 - 2002
Nuveen Investments 1997 - 1998
Schaffner Communications September 1994 - September 1995
Skills
Writing, Journalism, Publishing, Copywriting, Newsletters, Environmental Issues, Marketing Strategy, Sponsorship, Integrated Marketing, Internal Communications, Marketing Communications, Nonprofits, Copy Editing, Advertising, Blogging, Marketing, Editing, Management, Social Media, Public Speaking
Education
Northwestern University 1995 — 1996
MSIMC, Integrated Marketing Communications
Northwestern University 1990 — 1994
BSJ, Journalism
(Independent) 2002 - Present
Moraine Valley Community College 2003 - 2006
Morgan Stanley 1998 - 2002
Nuveen Investments 1997 - 1998
Schaffner Communications September 1994 - September 1995
Skills
Writing, Journalism, Publishing, Copywriting, Newsletters, Environmental Issues, Marketing Strategy, Sponsorship, Integrated Marketing, Internal Communications, Marketing Communications, Nonprofits, Copy Editing, Advertising, Blogging, Marketing, Editing, Management, Social Media, Public Speaking
Education
Northwestern University 1995 — 1996
MSIMC, Integrated Marketing Communications
Northwestern University 1990 — 1994
BSJ, Journalism
Kasra Sanandaji's Morgan Stanley Experience August 1998 - June 2003
Job President at Apex Investments
Industry Real Estate
Experience
Apex Investments 2014 - Present
The Lightstone Group 2010 - 2014
Waterman Interests February 2009 - 2010
Stellar Management 2005 - 2009
Morgan Stanley August 1998 - June 2003
Skills
Due Diligence, Real Estate Economics, Real Estate, Valuation, Asset Managment, Real Estate Development, Financial Modeling, Private Equity, Financial Analysis, Asset Management, Investments, Real Estate Private..., Project Finance, Property Management, Underwriting, Acquisitions, Credit Analysis
Education
University of Chicago 2002 — 2004
MBA, Finance, Int'l Trade, Economics
CFA Institute 2001 — 2003
Chartered Financial Analyst Charterholder
Northwestern University 1994 — 1997
BA, Economics
Apex Investments 2014 - Present
The Lightstone Group 2010 - 2014
Waterman Interests February 2009 - 2010
Stellar Management 2005 - 2009
Morgan Stanley August 1998 - June 2003
Skills
Due Diligence, Real Estate Economics, Real Estate, Valuation, Asset Managment, Real Estate Development, Financial Modeling, Private Equity, Financial Analysis, Asset Management, Investments, Real Estate Private..., Project Finance, Property Management, Underwriting, Acquisitions, Credit Analysis
Education
University of Chicago 2002 — 2004
MBA, Finance, Int'l Trade, Economics
CFA Institute 2001 — 2003
Chartered Financial Analyst Charterholder
Northwestern University 1994 — 1997
BA, Economics
Jeremy Leventhal's Morgan Stanley Experience 2007 - 2009
Job Faros Properties, Jeremy Leventhal
Industry Real Estate
Experience
Faros Properties January 2009 - Present
Morgan Stanley 2007 - 2009
Education
Northwestern University
BA, Economics
Faros Properties January 2009 - Present
Morgan Stanley 2007 - 2009
Education
Northwestern University
BA, Economics
Clarke Nobiletti's Morgan Stanley Experience June 2006 - November 2006
Job Bond Trader & Investor
Industry Investment Banking
Experience
Benchmark Securities LLC December 2012 - Present
Rollinglobe Media January 2009 - Present
Gardnyr Michael Capital April 2011 - December 2012
TheMuniCenter April 2007 - April 2011
Morgan Stanley June 2006 - November 2006
Skills
Financial Modeling, Venture Capital, Corporate Finance, Private Equity, Valuation, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Municipal Bonds, Trading, Investments, Capital Markets, Fixed Income
Education
Northwestern University 2002 — 2006
B.A.
Benchmark Securities LLC December 2012 - Present
Rollinglobe Media January 2009 - Present
Gardnyr Michael Capital April 2011 - December 2012
TheMuniCenter April 2007 - April 2011
Morgan Stanley June 2006 - November 2006
Skills
Financial Modeling, Venture Capital, Corporate Finance, Private Equity, Valuation, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Municipal Bonds, Trading, Investments, Capital Markets, Fixed Income
Education
Northwestern University 2002 — 2006
B.A.
Kate McGinn's Morgan Stanley Experience June 2003 - May 2006
Job Vice President at UPMC
Industry Venture Capital & Private Equity
Experience
UPMC September 2006 - Present
UPMC International and Commercial Services September 2006 - Present
Morgan Stanley June 2003 - May 2006
Merrill Lynch June 1999 - June 2001
Education
University of Chicago Graduate School of Business 2002 — 2004
MBA, Finance, Accounting
Northwestern University 1995 — 1999
BA, Economics, French
UPMC September 2006 - Present
UPMC International and Commercial Services September 2006 - Present
Morgan Stanley June 2003 - May 2006
Merrill Lynch June 1999 - June 2001
Education
University of Chicago Graduate School of Business 2002 — 2004
MBA, Finance, Accounting
Northwestern University 1995 — 1999
BA, Economics, French
Sean C. Ryan's Morgan Stanley Experience 2005 - 2006
Job Law Clerk, U.S. District Court
Industry Law Practice
Experience
Vanderbilt Appellate Litigation Clinic August 2014 - May 2015
Morris, Manning & Martin, LLP May 2014 - July 2014
Vanderbilt Intellectual Property & the Arts Clinic May 2013 - July 2013
Sears Holdings Corporation 2011 - 2012
Sears Holdings Corporation 2008 - 2011
Sedgwick 2006 - 2008
Morgan Stanley 2005 - 2006
Education
Vanderbilt University Law School 2012 — 2015
Doctor of Jurisprudence (J.D.)
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
Vanderbilt Appellate Litigation Clinic August 2014 - May 2015
Morris, Manning & Martin, LLP May 2014 - July 2014
Vanderbilt Intellectual Property & the Arts Clinic May 2013 - July 2013
Sears Holdings Corporation 2011 - 2012
Sears Holdings Corporation 2008 - 2011
Sedgwick 2006 - 2008
Morgan Stanley 2005 - 2006
Education
Vanderbilt University Law School 2012 — 2015
Doctor of Jurisprudence (J.D.)
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
Matt Balda's Morgan Stanley Experience 2001 - 2010
Job Head of Fixed Income IT Front Office at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price April 2015 - Present
UBS Global Asset Management August 2011 - April 2015
Invesco Ltd. June 2010 - August 2011
Morgan Stanley 2001 - 2010
Computer Sciences Corporation 1997 - 2000
Skills
Fixed Income, Program Management, Asset Management, Trading Systems, Trading, Portfolio Management, Foreign Exchange, Capital Markets, Analytics, Investment Management, Management, Derivatives, Investments, Mutual Funds, Project Management, IT Strategy, Business Analysis, Hedge Funds
Education
Northwestern University 2009 — 2014
MS, Computer Information Systems
University of Illinois at Urbana-Champaign 1990 — 1993
BS, Civil Engineering
T. Rowe Price April 2015 - Present
UBS Global Asset Management August 2011 - April 2015
Invesco Ltd. June 2010 - August 2011
Morgan Stanley 2001 - 2010
Computer Sciences Corporation 1997 - 2000
Skills
Fixed Income, Program Management, Asset Management, Trading Systems, Trading, Portfolio Management, Foreign Exchange, Capital Markets, Analytics, Investment Management, Management, Derivatives, Investments, Mutual Funds, Project Management, IT Strategy, Business Analysis, Hedge Funds
Education
Northwestern University 2009 — 2014
MS, Computer Information Systems
University of Illinois at Urbana-Champaign 1990 — 1993
BS, Civil Engineering
Jennifer Gross's Morgan Stanley Experience August 1989 - June 1991
Job Vice President of the Affinity Campaign at UJAFederation of New York
Industry Nonprofit Organization Management
Experience
UJA-Federation of New York January 2014 - Present
Archview Investment Group November 2009 - April 2013
One East Partners April 2006 - September 2009
RockView Capital January 2005 - March 2006
BEA Associates July 1991 - November 1995
Morgan Stanley August 1989 - June 1991
Education
Northwestern University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
UJA-Federation of New York January 2014 - Present
Archview Investment Group November 2009 - April 2013
One East Partners April 2006 - September 2009
RockView Capital January 2005 - March 2006
BEA Associates July 1991 - November 1995
Morgan Stanley August 1989 - June 1991
Education
Northwestern University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Kaicheng Zhang's Morgan Stanley Experience June 2015 - August 2015
Job Ph.D. candidate at Northwestern University
Industry Computer Software
Experience
Morgan Stanley June 2015 - August 2015
Argonne National Laboratory June 2014 - September 2014
Google June 2013 - September 2013
Baidu, Inc. July 2010 - January 2011
Microsoft Research Asia November 2009 - June 2010
Google June 2009 - September 2009
Skills
C++, Programming, Algorithms, Computer Science, Machine Learning, Python, C, Algorithm Design, Java, LaTeX, Data Structures, JavaScript, Data Mining
Education
Northwestern University 2011 — 2016
Doctor of Philosophy (Ph.D.), Computer Engineering
Tsinghua University 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science
Morgan Stanley June 2015 - August 2015
Argonne National Laboratory June 2014 - September 2014
Google June 2013 - September 2013
Baidu, Inc. July 2010 - January 2011
Microsoft Research Asia November 2009 - June 2010
Google June 2009 - September 2009
Skills
C++, Programming, Algorithms, Computer Science, Machine Learning, Python, C, Algorithm Design, Java, LaTeX, Data Structures, JavaScript, Data Mining
Education
Northwestern University 2011 — 2016
Doctor of Philosophy (Ph.D.), Computer Engineering
Tsinghua University 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science
Arturo G. Saucedo's Morgan Stanley Experience June 2008 - August 2008
Job Education/NonProfit
Industry Education Management
Experience
Teach for America 2010 - Present
Morgan Stanley June 2008 - August 2008
Education
Northwestern University 2005 — 2009
Political Science
Teach for America 2010 - Present
Morgan Stanley June 2008 - August 2008
Education
Northwestern University 2005 — 2009
Political Science
Andrew Levin's Morgan Stanley Experience June 2011 - August 2011
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
Morgan Stanley June 2011 - August 2011
Gargoyle Strategic Investments 2009 - 2009
Skills
Mandarin, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Public Speaking, Research, Financial Modeling, Editing, Data Analysis, Leadership, Marketing, Team Leadership
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics and American Studies
Bronx High School of Science 2004 — 2008
High School
Morgan Stanley June 2011 - August 2011
Gargoyle Strategic Investments 2009 - 2009
Skills
Mandarin, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Public Speaking, Research, Financial Modeling, Editing, Data Analysis, Leadership, Marketing, Team Leadership
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics and American Studies
Bronx High School of Science 2004 — 2008
High School
Lynn Ariail's Morgan Stanley Experience 1985 - 1987
Job Independent Retail Professional
Industry Retail
Experience
Designer Shoes Handbags New on Sale 2000 - Present
Morgan Stanley 1985 - 1987
Salomon Brothers 1978 - 1984
Skills
Microsoft Word, Merchandising, PowerPoint, Social Media, Customer Service, Retail, Time Management, Fashion, Data Entry, Inventory Management, Visual Merchandising
Education
Northwestern University 1976 — 1978
Master of Business Administration (MBA), Finance, General
Stephans County High, University of Georgia and Northwestern University 1972 — 1978
BBA aand MBA, Banking, Corporate, Finance, and Securities Law
Designer Shoes Handbags New on Sale 2000 - Present
Morgan Stanley 1985 - 1987
Salomon Brothers 1978 - 1984
Skills
Microsoft Word, Merchandising, PowerPoint, Social Media, Customer Service, Retail, Time Management, Fashion, Data Entry, Inventory Management, Visual Merchandising
Education
Northwestern University 1976 — 1978
Master of Business Administration (MBA), Finance, General
Stephans County High, University of Georgia and Northwestern University 1972 — 1978
BBA aand MBA, Banking, Corporate, Finance, and Securities Law
Nancy Naixin Yu's Morgan Stanley Experience September 2011 - March 2012
Job Consultant at A.T. Kearney
Industry Banking
Experience
Morgan Stanley September 2011 - March 2012
Morgan Stanley Huaxin Funds May 2010 - August 2010
China Minsheng Banking Corp.ltd June 2009 - August 2009
The University of British Columbia June 2007 - August 2007
Skills
Mergers, Investments, Capital IQ, Financial Analysis, Microsoft Excel, Mandarin, Financial Modeling, Quantitative Analytics, PowerPoint, Business Strategy, Accounting, Microsoft Office, Data Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income
Education
Northwestern University 2012 — 2013
Master's of Science
The University of British Columbia 2009 — 2012
Bachelor of Commerce, Finance
New York University - Leonard N. Stern School of Business 2008 — 2009
Bachelor's degree, Finance and International Relations
SWC
Morgan Stanley September 2011 - March 2012
Morgan Stanley Huaxin Funds May 2010 - August 2010
China Minsheng Banking Corp.ltd June 2009 - August 2009
The University of British Columbia June 2007 - August 2007
Skills
Mergers, Investments, Capital IQ, Financial Analysis, Microsoft Excel, Mandarin, Financial Modeling, Quantitative Analytics, PowerPoint, Business Strategy, Accounting, Microsoft Office, Data Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income
Education
Northwestern University 2012 — 2013
Master's of Science
The University of British Columbia 2009 — 2012
Bachelor of Commerce, Finance
New York University - Leonard N. Stern School of Business 2008 — 2009
Bachelor's degree, Finance and International Relations
SWC
Scott Park's Morgan Stanley Experience July 2012 - October 2012
Job Equity Research Associate at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group October 2012 - Present
Morgan Stanley July 2012 - October 2012
Rodman & Renshaw July 2011 - September 2011
Merrill Lynch March 2011 - June 2011
IBM June 2010 - September 2010
Riveria Investment Group March 2010 - June 2010
Skills
Bloomberg, Series 7, Series 63, Series 86, PowerPoint, Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (BA), Economics
Buckingham Research Group October 2012 - Present
Morgan Stanley July 2012 - October 2012
Rodman & Renshaw July 2011 - September 2011
Merrill Lynch March 2011 - June 2011
IBM June 2010 - September 2010
Riveria Investment Group March 2010 - June 2010
Skills
Bloomberg, Series 7, Series 63, Series 86, PowerPoint, Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (BA), Economics
Denise Steele's Morgan Stanley Experience October 2012 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Saxon Mortgage October 2012 - Present
Avelo Mortgage/Litton Loan Servicing May 2007 - September 2011
Nationstar Mortgage May 2001 - April 2007
Skills
Compliance, Privacy Law, Litigation Management, Mortgage Lending, Mortgage Servicing, Residential Mortgages, Contract Negotiation, Financial Regulation
Education
Northwestern University
Bachelor of Science (BS), Social Policy
University of Wisconsin-Madison Law School
Doctor of Law (J.D.), Law
Morgan Stanley October 2012 - Present
Saxon Mortgage October 2012 - Present
Avelo Mortgage/Litton Loan Servicing May 2007 - September 2011
Nationstar Mortgage May 2001 - April 2007
Skills
Compliance, Privacy Law, Litigation Management, Mortgage Lending, Mortgage Servicing, Residential Mortgages, Contract Negotiation, Financial Regulation
Education
Northwestern University
Bachelor of Science (BS), Social Policy
University of Wisconsin-Madison Law School
Doctor of Law (J.D.), Law
robert lunn's Morgan Stanley Experience 1976 - 1994
Job
Industry
Experience
Lehman Brothers May 1994 - April 1997
Morgan Stanley 1976 - 1994
Education
Northwestern University 1968 — 1971
Social Sciences
Lehman Brothers May 1994 - April 1997
Morgan Stanley 1976 - 1994
Education
Northwestern University 1968 — 1971
Social Sciences
Jaime Nishimoto Yamane's Morgan Stanley Experience 1987 - 1993
Job Director
Industry Financial Services
Experience
5N Asset Management 1997 - Present
Morgan Stanley 1987 - 1993
Skills
Risk Management, Business Strategy, Strategic Planning, Change Management, Investments, Financial Analysis, Banking, Management, Sales, Public Speaking, Entrepreneurship, Leadership, Social Media, Event Planning, Customer Service
Education
Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, Marketing, International Business
UCLA 1977 — 1981
Bachelor's Degree, Economics
Punahou School 1965 — 1977
High School
5N Asset Management 1997 - Present
Morgan Stanley 1987 - 1993
Skills
Risk Management, Business Strategy, Strategic Planning, Change Management, Investments, Financial Analysis, Banking, Management, Sales, Public Speaking, Entrepreneurship, Leadership, Social Media, Event Planning, Customer Service
Education
Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, Marketing, International Business
UCLA 1977 — 1981
Bachelor's Degree, Economics
Punahou School 1965 — 1977
High School
Jihong (John) Park's Morgan Stanley Experience July 2013 - August 2013
Job Attended University of Virginia
Industry
Experience
Morgan Stanley July 2013 - August 2013
Republic of Korea Army May 2011 - February 2013
Skills
Foreign Languages, SAS programming, R, Statistical Computing, Leadership
Education
University of Virginia 2010 — 2014
Bachelor's degree, Statistics
Northern Virginia Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Morgan Stanley July 2013 - August 2013
Republic of Korea Army May 2011 - February 2013
Skills
Foreign Languages, SAS programming, R, Statistical Computing, Leadership
Education
University of Virginia 2010 — 2014
Bachelor's degree, Statistics
Northern Virginia Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS