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.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
First Republic Investment Management December 2010 - Present
Morgan Stanley Smith Barney February 2006 - January 2009
Morgan Stanley Dean Witter August 2004 - February 2006
Morgan Stanley December 2000 - August 2004
Skills
Management, Recruiting, Financial Analysis, Human Resources, Auditing, Time Management, Portfolio Management, Wealth Management, Banking, Equities, Investments, Financial Services
Education
Old Dominion University 1996 — 2000
BS, Business
Morgan Stanley April 2015 - Present
Arvest Bank October 2013 - April 2015
Bank of America December 2011 - October 2013
Bank of America July 2007 - December 2011
American Eagle Outfitters July 2004 - July 2007
Skills
Treasury Management, Financial Analysis, Sales Presentations, Account Management, Recruiting, Timekeeping, Personnel Management, Employee Training, Customer Satisfaction, Building Relationships, Microsoft Excel, PowerPoint, Time Management, Banking Relationships, Sales Prospecting, Business Analysis, New Business Development, Volunteer Recruiting, Banking, Management, Commercial Banking, Customer Service, Sales, Leadership, Training, Retail Banking, Team Building, Microsoft Office, Finance, Public Speaking, Cash Management, Risk Management, Relationship Management, Analysis
Education
Oklahoma City University 2010 — 2013
Master's Degree of Health and Human Performance, Health and Wellness, General
West Texas A&M University 1997 — 2001
Bachelor's of Arts, Mass Communication/Media Studies
Okarche 1988 — 1997
Hillcrest 1986 — 1988
Loyal
O.penVAPE/Organa Labs August 2015 - Present
O.penVAPE/Organa Labs August 2014 - July 2015
WellcomeMat January 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Sterling-Rice Group March 2013 - December 2013
University of Colorado at Boulder 2012 - May 2013
Entrepreneurship & Empowerment in South Africa June 2012 - August 2012
Skills
Marketing, Research, Entrepreneurship, Advertising, Event Planning, Marketing Strategy, Social Media, Branding & Identity, Public Relations, Strategy, Public Speaking, Innovation, Organization Skills, Time Management, Sales, Photoshop, Microsoft Office, Cold Calling, Leadership, SEO, Salesforce.com, HTML 5, Google Analytics
Education
University of Colorado at Boulder 2010 — 2014
BS Business Administration, Marketing, Entrepreneurship, Graphic Design
Mountain Range HS 2006 — 2010
HS Diploma, AP Courses
Oklahoma State University
Morgan Stanley February 2015 - Present
John Casablancas Modeling and Career Centers February 2015 - Present
Hondros College of Business June 2014 - November 2014
JP MORGAN CHASE September 2011 - May 2014
American Health Network February 2011 - September 2011
Knowledge University September 2010 - February 2011
Otterbein University- Department of Theatre and Dance March 2009 - June 2010
Skills
Organizational..., Organizational..., Employee Training, Hands-on Training, Clerical Skills, Administrative..., Office Administration, Executive..., Reporting & Analysis, Research, Quality Assurance, Quality Control, Quality Auditing, Project Management, Event Planning, Event Management, Marketing, Social Media Marketing, Social Networking, Acting, Singing, Parenting, Parenting Workshops, Mortgage Banking, Foreclosures, Experience Working with..., Coordination, Project Coordination, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Communication, Leadership, Team Leadership, Note Taking, Customer Service, Food & Beverage, Google Docs, Google Apps, Interviews, Performing Arts, Performance Measurement
Education
Otterbein College 2006 — 2010
Bachelor of Fine Arts (BFA)
Bank of America June 2014 - Present
RBC Capital Markets April 2010 - June 2014
Bank of America April 2007 - April 2010
Morgan Stanley August 1996 - April 2007
Robert Half International 1994 - 1996
Skills
Talent Management, Compensation & Benefit, Offshoring, Succession Planning, Recruiting, Financial Analysis, Change Management, Mergers & Acquisitions, Talent Acquisition, Team Management, Vendor Management, Captial Markets, Wealth Management, Financial Services, IT Strategy, Leadership, Strategic Planning, Onboarding, Leadership Development, Risk Management, Management, Program Management
Education
Old Dominion University
BS, Business Administration, Finance
Old Dominion University
Bachelors of Administratio, Finance and Financial Management Services
UBS Financial Services Inc. June 2012 - Present
Merrill Lynch February 2008 - June 2012
Morgan Stanley April 2001 - February 2008
America Online September 1999 - March 2001
Dex Media June 1990 - September 1999
Education
Oregon State University 1975 — 1977
Graduated Bachelor of Science, Business Administration, I passed and did it in only 4 years.On time and hard work got it done.
The University of South Dakota 1974 — 1975
Bachelors of Science, Business Administration and Management, General
University of Portland 1973 — 1974
Business
Columbia River High School
EZchip Semiconductor January 2015 - Present
Feltl and Company August 2012 - January 2015
CapStone Investments April 2008 - August 2012
American Technology Research, Inc. November 2005 - January 2008
MS Capital Management, LLC February 2003 - October 2005
First Financial Equity Corporation August 2002 - January 2003
Morgan Stanley September 2000 - July 2002
Peter Piper, Inc. January 1998 - August 2000
Skills
Equities, Portfolio Management, Investments, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Microsoft Office, Equity Valuation, Microsoft Excel, Mutual Funds, Valuation, Excel, Analysis, Research, Series 7, Word, Forecasting, Business Analysis, PowerPoint, Industry Analysis, Teamwork, Problem Solving, Hedge Funds, Asset Allocation, Financial Markets, Data Analysis, DCF, Budgeting, Corporate FP&A, Financial Forecasting, IPO, Secondary Offerings, Variance Analysis, Market Analysis, Financial Projection, Growth Strategies, C-Level Communications, Financial Reporting, Analytics, Big Data, Semiconductors, Budgets, Operating Budgets, Series 24, Strategic Planning, Mobile Technology
Education
Ottawa University 2000 — 2005
B.A., Business Administration, 3.15
Morgan Stanley January 2015 - Present
Berkshire Hathaway Specialty Insurance May 2014 - August 2014
Moody's Analytics June 2013 - August 2013
Skills
Finance, Investments, Accounting, PowerPoint, Financial Analysis, Bloomberg, Microsoft Office, Research, Customer Service, Critical Thinking, Public Speaking, People Skills, Microsoft Excel, Portfolio Management, Economics, Excel, Morningstar Direct, Catastrophe Modeling, SQL, Risk Analysis, Risk Management
Education
Ohio Wesleyan University 2011 — 2014
BA, Economics Management, Accounting, Cum Laude
Fort Worth Employees' Retirement Fund June 2008 - Present
Texas Christian University August 2010 - Present
TCU Endowment Fund October 2007 - February 2008
Brazos River Capital June 2007 - October 2007
JPMorgan Chase & Co. August 2005 - July 2006
TD Waterhouse Investor Services December 2002 - August 2005
Morgan Stanley August 2000 - March 2002
Skills
Valuation, Financial Analysis, Capital Raising, Investments, Portfolio Management, Asset Managment, Private Equity, Mutual Funds, Pricing, Financial Modeling, Equities, Alternative Investments, Corporate Finance, Capital Markets, Equity Research, Risk Management, Due Diligence, Finance, Investment Strategies, Derivatives
Education
Texas A&M University-Commerce 2015 — 2018
Master’s Degree, Accounting
Texas Christian University 2006 — 2008
Master of Business Administration (M.B.A.), Corporate Finance & Investments
Oklahoma State University 1995 — 2000
Bachelor's Degree, Finance
Onefire Holding Company April 2015 - Present
Bank of Oklahoma October 2014 - Present
Morgan Stanley October 2013 - September 2014
TMA Systems October 2011 - September 2013
TMA Systems July 2010 - October 2011
Skills
Microsoft SQL Server, Microsoft Office, FirstWave CRM, Project Planning, Event Management, Database Marketing, Management, Cross-functional..., Department..., Client Retention..., Key Client Relationships, Key Account Management, Salesforce.com, Oracle, Account Management, CRM, SQL, Databases, Marketing, SaaS, Analysis, Access
Education
Oklahoma State University 2008 — 2010
Bachelor of Science in Business Administration, International Business
Cascia Hall
Workday March 2015 - Present
Morgan Stanley December 2001 - December 2014
Compunnel Software Group July 1996 - December 2001
Keane Inc. February 1995 - July 1996
Granada Systems February 1994 - January 1995
Defence Electronics Research Labs March 1991 - April 1992
Skills
PeopleSoft, Workday, Data Conversion, Sybase, Informatica, SQL, Process Improvement, Process Automation, XML, XSLT, XPath
Education
State University of New York at New Paltz 1992 — 1994
Master's degree, Computer Science
Osmania University 1986 — 1989
Bachelor of Engineering (BE), Electronics & Communications
PIMCO June 2012 - Present
Morgan Stanley June 2010 - May 2012
Cantor Fitzgerald March 2009 - June 2010
Citibank June 2007 - February 2009
Lehman Brothers June 2001 - June 2007
Merrill Lynch August 1994 - June 2001
The Consulting Group, Ltd June 1990 - May 1992
Skills
Fundraising, New Business Development, Client Relations, Distressed Debt, Alternative Investments, Fixed Income, Hedge Funds, Equities, Private Equity, Structured Finance, Investments
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Oregon State University 1981 — 1986
BSc, Business Administration
Morgan Stanley June 2014 - Present
Tier10 Marketing June 2012 - May 2014
Self Employed Soccer Coach June 2009 - July 2012
Morgan Stanley May 2010 - August 2010
Skills
Digital Marketing, Email Marketing, Social Media Marketing, SEM, Online Advertising, Marketing Strategy, Integrated Marketing, Advertising, Direct Marketing, Brand Management, Marketing Management, SEO, Sales, Management, Marketing
Education
Ohio Wesleyan University 2008 — 2012
Bachelor's degree, Economic Management
Loomis Chaffee School 2004 — 2008
LiquidHub March 2003 - Present
SEI Investments August 2007 - May 2015
HealthiPASS Inc May 2013 - December 2014
SnapSnip.com February 2006 - May 2008
Enfonics Inc May 2003 - May 2007
PNC Financial Services Group March 2002 - March 2003
Morgan Stanley June 2000 - February 2002
Prometric April 1999 - May 2000
SoftPro Systems Ltd June 1996 - March 1999
Skills
Weblogic, SDLC, SOA, J2EE Application..., WebSphere MQ, Enterprise Architecture, Software Project..., Solution Architecture, Requirements Analysis, Agile Methodologies, Business Analysis, Data Warehousing, Oracle, Java Enterprise Edition, Business Intelligence, IT Strategy, Data Modeling, Enterprise Software, Cloud Computing, Architecture, Java, Program Management, Product Management, Agile Project Management, Software Development, Integration, Web Services, Application Architecture, WebLogic, Databases, Requirements Gathering
Education
Osmania University
Master's degree
Minds At Work Ltd September 2012 - Present
MNG Investments Zrt. July 2011 - Present
The Overlanders January 2011 - Present
ACN March 2011 - March 2014
Morgan Stanley May 2010 - October 2010
The Clifford Wallace Agency October 2006 - March 2008
Skills
Entrepreneurship, Online Marketing, Online Business..., Business Process..., Public Speaking, Online Lead Generation, Social Networking, Event Management, Customer Service, Sales, Travel Management, Adventure Travel, Writing, Telecommunications, Training, New Business Development, Management, Social Media Marketing
Education
Oxford Brookes University 2008 — 2013
Bachelor in Finance and Accounting, Accounting and Finance, High Distinction
International Business School Budapest 2008 — 2013
Bachelor in Finance and Accounting, Accounting and Finance, High Distinction
International Advertising Association 2008 — 2013
Diploma of Marketing, Marketing, High Distinction
Kaplan Aspect International Academy of Business, Sydney 2006 — 2008
Diploma in Business Management, Business, Management, Marketing, and Related Support Services, High Distinction
Credit Suisse 2013 - Present
Federal Reserve Bank of New York 2010 - 2013
J.P. Morgan 2009 - 2010
Morgan Stanley 2008 - 2008
Skills
Global Macro, Macroeconomics, Monetary Policy, FX, Rates, Trading Strategies, FX Options, Fixed Income, Emerging Markets, Capital Markets, Financial Analysis, Bloomberg, Currency, Derivatives, Financial Modeling, Hedge Funds
Education
Oregon State University 2005 — 2009
BS, Finance
CFA Institute 2009 — 2012
CFA Charterholder
BOK Financial May 2005 - Present
United Way of Central Oklahoma February 2012 - December 2013
Morgan Stanley December 2003 - May 2005
Skills
Investments, Financial Analysis, Finance, 401k, Profit Sharing, Custodial Services, Retirement, Securities, Mutual Funds, Pensions, Alternative Investments, Asset Allocation, ERISA, Defined Contribution, Diversification, Rebalancing, Wealth Management, Wealth Management..., Equities, Retirement Planning, Asset Managment, Financial Services, Investment Management, Investment Strategies, Relationship Management, Trust Services, Trust Management, Compliance, Bonds, ETFs
Education
Oklahoma City University 2007 — 2008
MBA, Global Business
University of Oklahoma 1999 — 2004
Finance, Accounting, Economics
The Murphy Caldwell Wealth Management Group of Wells Fargo Advsiors September 2010 - Present
Morgan Stanley June 2004 - September 2010
Morgan Stanley January 2004 - May 2004
Skills
Retirement Planning, 401k Rollovers, Investment Strategies, Asset Allocation, Life Insurance, 401k, Wealth Accumulation..., Wealth Preservation..., Mutual Funds, Investments, Retirement, Multi-generational..., Small Business, IRAs, Financial Services, Roth IRA, Bonds, Stocks, Strategic Planning, tax efficient strategies, stock analysis, annuities, multi-generational..., investment planning, Risk Management, Financial Analysis, Fixed Income Strategies
Education
University of Portland 2011 — 2012
CFP®, CERTIFIED FINANCIAL PLANNER TM
Oregon State University
Finance and Marketing, Business
Newmark Grubb Knight Frank August 2012 - Present
Ankeny Ash Partners April 2012 - Present
Meriwether Condominium Owners Association November 2011 - Present
Morgan Stanley June 2009 - April 2012
Citigroup Inc. 2004 - 2009
Smith Barney Inc. 1994 - 2004
Shearson Lehman Brothers/EF Hutton 1985 - 1994
Procter & Gamble June 1984 - January 1985
Skills
Organizational..., Account Management, Team Management, Portfolio Management, Client Relationship..., Transaction Management, Property Management, Strategic Planning, Project Management, Lease Negotiation, Business Relationship..., Executive Level..., Financial Analysis, Real Estate Finance, Marketplace Mapping, Dispositions, Dashboard Reporting, Contract Negotiation, Customer Relations, Lease Administration, Space Planning, Organizational Change, Lease Negotiations, Real Estate Economics, Disposition, Corporate Real Estate, Negotiation, Facilities Management, Leases, Space planning, Vendor Management, Customer Service, Commercial Real Estate, Location Intelligence, Leadership, Real Estate, CRM, Asset Management, Business Development, Management, Start-ups, Property, Acquisitions, Brokerage, Real Estate Development, Due Diligence, Business Strategy, Real Estate Transactions, Investments, Valuation
Education
Oregon State University 1980 — 1984
BS, Business Management
Morgan Stanley June 2011 - Present
Hewlett-Packard March 2009 - June 2011
Hewlett-Packard May 2008 - March 2009
Hewlett-Packard February 2001 - May 2008
436 Airlift Wing, Dover AFB, US Air Force 2000 - 2001
436 Communication Sq, USAF 1998 - 2000
Air Staff Systems, Pentagon, USAF 1996 - 1998
United States Air Force 1993 - 1995
Skills
CISSP, Computer Security, Information Security..., Security, Information Security, Vulnerability Assessment, Cloud Computing, Unix, Data Center, Governance, Penetration Testing, SDLC, Enterprise Software, Linux, System Administration, Software Development, Network Security, Enterprise Architecture, Disaster Recovery, PCI DSS, Vulnerability Management, Virtualization, Identity Management, Business Continuity
Education
Old Dominion University
MS
United States Air Force Academy
BS
"ROTH" Deferred Compensation January 2014 - Present
Robertson Insurance Services January 2012 - Present
SelectQuote Platinum Insurance Services November 2010 - December 2011
Morgan Stanley March 2010 - November 2010
Robertson & Company, LLC. July 1986 - March 2010
Skills
Due Diligence, Insurance, Estate Planning, Wealth Management, Retirement Planning, Expert Witness, Fiduciary Litigation, Financial Advisory, Employee Benefits, Life Insurance, Entrepreneurship, Fiduciary, Finance, Venture Capital, Term Life Insurance, Leadership, Strategic Financial..., Series 7, Small Business, Mergers & Acquisitions, Financial Planning
Education
University of Miami School of Law 2011 — 2011
CE - Continuing Education, 32 hours - Heckerling Institute on Estate Planning, Completed
American College at Bryn Mawr 1981 — 1983
CLU, Life Insurance
Oklahoma State University 1972 — 1976
BS, Physiology - Pre-Medical, 3.7 major
Sapulpa High School 1968 — 1972
High School, Readin', Writin, and Rithmatic, with a little physics, and chemistry., Salutatorian
Ban Cua Be August 2010 - Present
Le&Associates 2010 - 2011
Project Vietnam Foundation 2004 - 2011
Fulbright Program in Vietnam 2009 - 2010
The Capital Group Companies 2000 - 2005
Morgan Stanley 1998 - 2000
Skills
Non-profits, Public Speaking, Strategic Planning, Leadership Development, teach, Program Management, Leadership Mentoring, Youth Mentoring, Nonprofits, Leadership, Proposal Writing, Teaching
Education
University of California, Berkeley 2006 — 2008
Master's degree, Public Policy
Orange Coast College 1992 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Money & You
BNY Mellon July 1996 - June 2014
Morgan Stanley December 1986 - April 1996
Skills
Purchasing, Procurement, Sourcing, Product Sourcing, Supplier Sourcing, Purchase Requisitions, Purchasing Supplies, Purchase Orders, Cost Reduction, Cost Control, Cost Management, Customer Service, Customer Satisfaction, Buyers, Purchasing Agents, Purchasing Processes, Process Improvement, Sustainable Procurement, PeopleSoft, PeopleSoft Financial, E-procurement, Purchase Management, Problem Solving, Problem Management, Problem Analysis, Cost Reporting, Supplier Diversity, Diversity Program..., Vendors, New Vendor Development, Vendor Relations, Vendor Management, Vendor Relationship..., Vendor Managed Inventory, Vendor Contracts, Supplier Negotiation, Bids, Bidding Process, Bid Preparation, Budget Management, Department Budgeting, Budget Process, Purchasing Negotiation, Procurement Contracts, Purchase Contracts, Contract Management, Contract Negotiation, Program Management, Cross-functional Team...
Education
Pace University
St. Joseph Hill Academy High School
T's Tasty Treats November 2009 - Present
JumpStartMD September 2012 - February 2013
Morgan Stanley 1996 - 2004
Macy's 1994 - 1996
Carter Hawley Hale 1992 - 1994
Education
San Jose State University 1983 — 1987
Bachelor of Arts (BA), Film Radio TV
University of the Pacific 1982 — 1983
Oregon State University 1981 — 1982
MBA Life Insurance Services., Inc/Berachah Capital, Inc. 2009 - Present
AGLA May 2005 - June 2009
Citi 2002 - 2004
Morgan Stanley 2000 - 2002
TMC Research Inc., 1988 - 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop, Financial Analysis
Education
Oklahoma State University
Master of Science (MS), Electrical & Computer Engineering.
Queen's University
Chemical Engineering
Morgan Stanley June 2010 - Present
Bloomberg LP June 2009 - June 2010
USI Insurance Services LLC 2008 - 2009
Skills
Access, Microsoft Office, Analysis, SharePoint
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Bachelor of Business Administration, Finance
Pace University 2005 — 2007
AAS, Biology
Cadent Capital Advisors, LLC March 2015 - Present
Morgan Stanley August 1997 - February 2015
Skills
Estate Planning, Investments, Investment Management, Retirement Planning, Financial Planning
Education
Oklahoma State University 1979 — 1986
BS
Oklahoma State University
Bachelor of Science (B.S.)
Morgan Stanley August 2013 - Present
Intersections Inc. August 2010 - June 2013
Danaher - Jacobs Vehicle Systems June 2008 - January 2010
Magnetech Global Solutions October 2007 - May 2008
Larsen & Toubro Limited May 2005 - September 2007
Portland State University - Mechanical Department June 2003 - December 2004
Skills
Project Management, Project Coordination, Client Liaison, Agile, Cross Functional Team..., Requirements Gathering, Internal Communications, Onsite-Offshore..., Communication Skills, Manufacturing, Problem Solving, Engineering Analysis, Agile Methodologies, Cross-functional Team..., Analysis, Management, Testing, Forecasting, Program Management, Leadership, Process Improvement, Business Analysis, MS Project, Software Documentation, Team Building, Data Analysis, SDLC, Vendor Management, Continuous Improvement, Integration, Quality Assurance, Software Project..., Business Process..., Visio, Requirements Analysis, Business Process, PMP, Business Requirements, Product Management, Business Intelligence, Microsoft Project
Education
Portland State University 2003 — 2004
MS, Mechanical Engineering
Syracuse University 2002 — 2003
M.S, Mechanical Engineering
Osmania University 1998 — 2002
B.E, Mechanical Engineering
Downtown Music Publishing Group 2013 - Present
Songtrust June 2011 - Present
Various 2008 - July 2011
Pace Computing Society December 2006 - May 2008
PeoplesMD.com May 2007 - August 2007
Tungsten Partners January 2007 - June 2007
Avatar International October 2006 - December 2006
Morgan Stanley February 2006 - September 2006
California Musical Theater 2005 - 2005
Vitesse Semiconductor 2004 - 2004
Education
Pace University
BA, Computer Science, GPA: 3.5
Lighthouse Risk & Insurance Solutions, Inc May 2013 - Present
ISU Insurance Services of San Francisco April 2012 - May 2013
Glenbrook Capital Management December 2011 - April 2012
Castle Crow & Co., LLC January 2011 - July 2011
RC Rawson Company March 2009 - December 2010
Morgan Stanley July 2007 - September 2007
Skills
Investments, Insurance, Due Diligence, Salesforce.com, Private Equity, Sales, Strategy, Analysis, Underwriting, Portfolio Management
Education
Oregon State University 2004 — 2008
Bachelor's degree, Finance, General
Miramonte High
Oak Cliff Baptist Church June 2005 - Present
Oklahoma Baptist University August 2010 - December 2010
Oklahoma Baptist University August 2008 - December 2008
First Baptist Church of Van Buren June 2003 - June 2005
First Baptist Church of Van Buren July 2002 - June 2003
Morgan Stanley November 1999 - February 2002
Grace Baptist Church January 1998 - August 1999
First Baptist Church April 1993 - January 1998
Skills
Christian Theology, Analysis, Motivational Speaking, Writing, Teaching, University Teaching, Management, Creative Solutions, Christian Ministry, Pastoral Counseling, Pastoral Care, Mentoring, Financial Services, Keynote
Education
Southwestern Baptist Theological Seminary 1991 — 1998
Doctor of Philosophy (Ph.D.), Preaching/Homiletics (Practical Theology)
Southwestern Baptist Theological Seminary 1983 — 1987
Master of Divinity (M.Div.)
Ouachita Baptist University 1977 — 1982
Bachelor of Music, Music Theory and Composition
Morgan Stanley October 2014 - Present
Citigroup June 2012 - June 2014
Thomson Reuters April 2009 - June 2012
BlackRock January 2007 - December 2008
JPMorgan December 1988 - December 2006
Dean Witter Reynolds January 1985 - December 1988
Skills
Business Intelligence, Outsourcing, Market Data, Project Management, IT Management, Software Deployment, Business Analysis, Fixed Income, Vendor Management, Investment Banking, Financial Services, Equities, IT Strategy, Capital Markets, Trading Systems, Risk Management, Portfolio Management, SDLC, Program Management, Asset Managment, Strategy, Product Management, PMO, Mergers & Acquisitions, Asset Management, Requirements Gathering, Project Portfolio..., Software Project..., Executive Management, Integration, Business Process..., Leadership, Management
Education
Stevens Institute of Technology 2007 — 2010
Masters, Technology Management
Pace University 1983 — 1987
BS, Computer Science/Mathematics
Morgan Stanley First Vice PresidentSmith BarneyJuly 1993 - November 2006
Education
Oklahoma State University 1985 — 1989
Bachelor, Finance
Wordsmith Lady August 2015 - Present
Kansas Secretary of State January 2011 - July 2015
Curtis Ventures January 2010 - December 2014
Equalizer LLC June 2006 - December 2013
Lawing Financial Group July 2004 - August 2007
Morgan Stanley May 2003 - June 2004
Kline for Attorney General 2002 December 2001 - December 2002
Bates Turner Intermediaries LLC June 1994 - September 2001
Employers Reinsurance Corporation August 1990 - June 1994
Cook, Wightman & Doyle, P.C. August 1988 - June 1990
Skills
Training, Public Speaking, Management, Entrepreneurship, Firearms, Leadership, Personal Development, Defense, Protection, Small Business, Estate Planning, Government, Teaching, Investments, Strategic Planning, Workshop Facilitation, Executive Coaching, Team Building, Staff Development, Coaching, Customer Service, Marketing, Fundraising, Program Management, Leadership Development
Education
University of Oklahoma College of Law 1985 — 1988
Juris Doctor, Law
Oklahoma State University 1971 — 1975
Bachelor of Science, Early Childhood Education
Kingfisher High School 1967 — 1971
Diploma, College Prep, Valedictorian
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
American Management Association July 2004 - Present
Morgan Stanley 1998 - 2004
Pace University 1996 - 1999
United Nations 1994 - 1995
Skills
Organizational..., Talent Management, Human Resources, MBTI, Project Management, Strategy, Business Strategy, Executive Coaching, Organizational..., Instructional Design, Leadership Development, Employee Engagement, Performance Management, Career Development, Succession Planning, Coaching, Training Delivery, Training, Change Management, Talent Acquisition, Personnel Management, Employee Training, Management Development, Workshop Facilitation, Organizational Design, Staff Development, Career Counseling, Conflict Resolution, Interviews
Education
Pace University 1996 — 1998
MS, Information Systems
Pace University 1995 — 1996
BS, Professional Computer Studies
Europa Wirtschaftsschule 1991 — 1994
International Management Diploma, International Management
Morgan Stanley June 2015 - Present
Pace University August 2014 - Present
Colgate Palmolive November 2010 - July 2014
Skills
SAP R/3, SAP BW, SAP BI, SAP Security..., SAP APO, SAP Netweaver, SAP MDM, IDOC, SAP SRM, IDM, SAP GRC Access Control, Business Intelligence, SAP, SAP ERP, Business Analysis
Education
Pace University 2014 — 2015
Master Information science, Computer and Information Systems Security/Information Assurance
Fatima High School
K.J Somaiya College of Engineering
Bachelor of Engineering (B.E.), Information Technology
Douglas Elliman Real Estate April 2015 - Present
UBS August 2014 - April 2015
UBS January 2013 - July 2014
Morgan Stanley November 2012 - January 2013
Shore Capital August 2012 - November 2012
The Rising Sun June 2004 - August 2012
Oxford Brookes University September 2008 - June 2012
Abercrombie & Fitch July 2011 - September 2011
ARK (Absolute Return for Kids) April 2011 - June 2011
Thomson Reuters January 2011 - March 2011
Skills
Investment Banking, Hedge Funds, Options, Interviews, Screening Resumes, Equity Derivatives, Commodity, Technical Recruiting, Talent Management, Sourcing, Building Relationships, Time Management, Temporary Staffing, Training, Business, Talent Acquisition, Marketing, Permanent Placement, Business Development, Social Networking, CRM, UML, Human Resources, Stakeholder Management
Education
Oxford Brookes University 2008 — 2012
Bachelor of Science (BSc) (Hons), Psychology and Business, 2:1
Godalming College 2005 — 2007
A Levels, ABB
Tulsa Wealth Advisors, An Independent Firm July 2013 - Present
Custom Images and Promotions October 2007 - December 2011
Morgan Stanley 2001 - 2007
Skills
Accounts Payable, Financial Analysis, Invoicing, Investments, Management, Customer Service, Human Resources, Recruiting, Series 7, Sales, Microsoft Office, Accounts Receivable, Quicken, Account Reconciliation, Promotions, Sales Presentations, Inventory Control, Internal Audit, Compliance, Account Management, Travel Arrangements, Reimbursement, Event Planning, Interviews, New Hire Training, Employee Relations, Performance Reviews, General Ledger, Cash Management, Microsoft Excel, Strategic Planning
Education
Oklahoma State University 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
Miami High School 1994 — 1997
Mizuho Securities USA Inc. February 2013 - Present
Morgan Stanley June 2012 - January 2013
Citi October 2008 - June 2012
RBC May 2008 - September 2008
Lehman Brothers June 2001 - May 2008
Lehman Brothers June 2001 - May 2002
Skills
Restricted Stock, DTC, Euroclear, CAGE, Microsoft Excel, Microsoft Word, LEGAL TRANSFER, Legal Opinions, International..., Compliance Procedures, Portfolio Administration, Securities, Tax Preparation, Portfolio Management, FINRA, Capital Markets, Corporate Actions, Prime Brokerage, SWIFT payments
Education
Pace University
Bachelor of Applied Science (B.A.Sc.), Finance, Accounting
US Trust, Bank of America June 2010 - Present
Merrill Lynch January 2009 - June 2010
Bank of America August 2008 - January 2009
Banc of America Investments January 2004 - August 2008
Morgan Stanley May 1994 - January 2004
Recognition Equipment, Inc. March 1989 - May 1994
LTV Aerospace May 1986 - March 1989
Skills
Business Strategy, Leadership, New Business Development, Wealth Management, Investments, Strategic Leadership, Private Banking, Banking, Alternative Investments, Finance, Financial Analysis, Mergers, Strategic Planning, Strategy
Education
Southern Methodist University - Cox School of Business 1988 — 1991
MBA, Finance and Marketing
Oklahoma Christian University 1982 — 1986
BS, Engineering Physics
Kidder Mathews November 2011 - Present
Morgan Stanley March 2007 - October 2009
American International Forest Products September 2005 - June 2007
Skills
Investments, Brokerage, Commercial Real Estate, Investment Properties, Leases, Management, Marketing, Marketing Strategy, Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Economics, Sales Management, Strategic Planning, Wealth Management
Education
Oregon State University 2002 — 2005
Korn Ferry November 2014 - Present
Mattel May 2014 - November 2014
Mattel June 2012 - April 2014
Mattel June 2011 - August 2011
Morgan Stanley September 2008 - October 2009
Morgan Stanley October 2006 - January 2008
Skills
Forecasting, Financial Reporting, Analysis, Business Analysis, Variance Analysis, Auditing, Essbase, Accounting, Hyperion Enterprise, Financial Forecasting, Capital Budgeting, Strategic Planning, Managerial Finance, Account Reconciliation, Mergers & Acquisitions, Cash Flow Forecasting, Accounts Receivable, Internal Controls, Financial Accounting, Team Management, Management, Due Diligence, International Business, Pricing, Financial Modeling, Hyperion
Education
Thunderbird School of Global Management 2011 — 2012
MBA, Global Management
University of Strathclyde 2005 — 2006
MS, International Accounting and Financial Studies
Osmania University 2002 — 2005
Bachelors of Commerce, Finance
St Anns High School
TD Ameritrade April 2013 - Present
JPMorgan Chase December 2011 - April 2013
AXA Advisors March 2011 - December 2011
Merrill Lynch September 2009 - February 2011
Morgan Stanley June 2008 - September 2009
Skills
Financial Advisory, Financial Analysis, Banking, Marketing Strategy, Strategic Financial..., Investment Management, Finance, Financial Planning, Financial Services, Investment Properties, Investments, Loans, Marketing, Real Estate, Retirement Planning, Sales, Strategic Planning, Wealth Management
Education
Oregon State University 2001 — 2004
Bachelor of Science, Psychology
University of Oregon 2000 — 2001
Bachelor of Sciene, Psychology
West Linn High School 1996 — 2000
Diploma
Morgan Stanley July 2015 - Present
Winchester Wealth Management December 2010 - November 2014
Wachovia Securities 2004 - February 2009
Wells Fargo Advisors, LLC (formerly Wachovia Securities) 2001 - 2009
Wachovia Securities 2001 - 2004
Skills
Series 7, Series 24, Series 66, FINRA, Securities, Hedge Funds, AML, Alternative Investments, Fixed Income, Equities, Finance, Leadership, Mutual Funds, Risk Management, Wealth Management, Uniform Combined State..., Financial Services, Investment Advisory, Investments, Virginia Life and...
Education
University of Richmond
Securities Regulation and Compliance Professional Series Certification
Old Dominion University 1990 — 1994
BS, Criminal Justice, Minor in Sociology
JPMorgan Chase July 2012 - Present
Tata Consultancy Services January 2007 - Present
JPMorgan Chase April 2011 - June 2012
JPMorgan Chase March 2009 - March 2011
Morgan Stanley October 2007 - February 2009
AOL July 2006 - September 2007
IBM June 2006 - January 2007
Skills
Abinitio, ETL, Data Warehousing, Control-M, SDLC, Ab Initio, Sybase, Databases, Unix, Oracle, PL/SQL, SQL, Requirements Analysis, Shell Scripting, Agile Methodologies, Software Project..., Business Intelligence, Release Management, Autosys
Education
Badruka 2003 — 2005
PGDM (Information Systems Management)
Osmania University 1999 — 2002
Bachelor Of Computer Applications, Computer Software Engineering
Morgan Stanley April 2014 - Present
EMC December 2005 - October 2013
EMC January 2004 - March 2005
emcsmarts June 2001 - December 2003
emc March 2000 - June 2001
Diageo April 1998 - November 1999
Diageo April 1997 - April 1998
Skills
Management, Matrix Management, Agile Methodologies, Cloud Computing, SDLC, Enterprise Software, Scrum, Unix, Software Development, Virtualization, Software Quality..., Integration, Solaris, ITIL, Requirements Analysis, Test Automation, Program Management, Enterprise Architecture, Distributed Systems, Storage, Project Management, Testing, Software Engineering, SQL, Operating Systems, Linux, System Architecture, Solution Architecture, Quality Assurance, Software Project..., Software Design, Databases, Telecommunications, Software Documentation, Agile Project Management, Architectures, Cross-functional Team...
Education
Pace University 1998 — 2001
MS
Pace University
BS
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
Wells Fargo Advisors, LLC May 2005 - Present
Morgan Stanley September 2000 - May 2005
Cowen and Company November 1994 - September 2000
Skills
Retirement Planning, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Retirement, Investment Banking, Series 63, Financial Modeling, Corporate Finance
Education
Pace University 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
College Of Staten Island 1977 — 1980
Associate's degree, Marketing
Amazon June 2015 - Present
Amazon November 2014 - June 2015
Morgan Stanley September 2013 - November 2014
US Navy 2011 - 2013
US Navy 2008 - 2011
Skills
Program Management, Submarines, Operations Management, Maintenance Management, Nuclear Engineering, Work Processes, Leadership, Operational Planning, Benefit Cost Analysis, Operational Efficiency, Business Development, Forecasting, Merchandising, Process Improvement, Data Analysis, Online Retail
Education
United States Naval Academy
Quantitative Economics
Old Dominion University
Master of Engineering Management
Merrill Lynch PBIG February 2015 - Present
Morgan Stanley May 2013 - February 2015
Markit March 2012 - April 2013
Gold Mountain Management, LLC June 2009 - December 2011
AGB Partners, LLC June 2008 - September 2008
Skills
Financial Modeling, Hedge Funds, Equity Research, Equities, Valuation, Portfolio Management, Bloomberg Terminal, Alternative Investments, Financial Analysis, Equity Trading
Education
Oregon State University 2008 — 2009
Master of Business Administration
Oregon State University 2004 — 2008
Bachelor of Science, Finance, International Business
CFA Institute
Level II Candidate
Financial Industry Regulatory Authority 2011 - Present
Independent Researcher August 2009 - November 2011
Morgan Stanley July 2007 - January 2009
E*Trade Financial May 2006 - July 2007
Research Institute on Financial Fraud November 2003 - November 2005
Skills
AML, Securities, Risk Management, Due Diligence, Banking, Fraud, FINRA, Series 24, Financial Risk, Hedge Funds, Asset Managment, Series 7, Capital Markets, Alternative Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Investments, Financial Services
Education
Stockholm University 2004 — 2005
Erasmus
Otto-Friedrich-Universität Bamberg 1998 — 2005
Diplom-Psychologie
Universidad Pontificia de Salamanca 2001 — 2002
Erasmus
Otto-Friedrich-Universität Bamberg 1998 — 2001
Bachelor of Arts
Morgan Stanley September 2015 - Present
JPMorgan Chase November 2014 - September 2015
Morgan Stanley Huaxin Fund Management 2012 - 2012
Citi 2011 - 2011
Shenzhen Municipal Bureau of Local Taxation 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Accounting, Business Planning, Risk Management, Financial Risk, Corporate Finance, Economics
Education
The George Washington University - School of Business 2012 — 2014
Master’s Degree, Finance
Shenzhen University 2007 — 2011
Bachelor's degree, Accounting
Osaka University 2009 — 2010
Study Abroad Program, International Business, International Relations
Beck Bode Wealth Management, LLC May 2014 - Present
Morgan Stanley April 2013 - May 2014
Merrill Lynch October 2010 - March 2013
Barrow County/Gwinnett County Fire and Emergency Services 2005 - 2010
Gwinnett Gladiators Hockey Club August 2003 - May 2006
Atlanta IceForum 2000 - 2005
Atlanta Thrashers Hockey Club August 2001 - May 2004
Portland Marriott at Sable Oaks 1993 - 1999
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, 401k, Retirement, Asset Management, Securities, Financial Services, Asset Allocation, Equities, Series 7
Education
University of Maine 1998 — 2000
Oklahoma State University 1995 — 1998
Redbud Mortgage Group June 2015 - Present
Bank of Oklahoma April 2014 - June 2015
American Diabetes Association July 2014 - April 2015
Morgan Stanley 1916 - April 2014
Edward Jones 1916 - 2013
The Resort at Pelican Hill August 1916 - May 2011
Toxicology Management Services May 1916 - 2011
First Omni Mortgage Lending August 1916 - January 2007
Guaranty Abstract Co September 1916 - August 2006
Caney Valley National Bank September 1916 - November 1999
Skills
Analysis, Finance, Investments, Management, Mortgage Lending, Outlook, Strategy, Customer Service, Microsoft Excel, Sales, Banking, Loans, Financial Analysis, FHA, Loan Origination, Refinance, Marketing Strategy, Mortgage Banking, Direct Sales, Financial Services, People Skills, Risk Management, Investment Properties, Leadership, Strategic Planning, Marketing, First Time Home Buyers, Residential Homes, Investors, Real Estate, Team Building, Portfolio Management
Education
Oklahoma State University 2000 — 2005
Chemical Engineering
BlueCross BlueShield of South Carolina May 2014 - Present
BlueCross BlueShield of SC December 2012 - April 2014
BlueCross BlueShield of SC August 2008 - December 2012
Vino 100 April 2006 - August 2009
Morgan Stanley November 2001 - April 2006
Skills
Birkman Method, Executive Coaching, Organizational..., Business Planning, Leadership Development, Coaching, Team Building, Strategic Planning, Career Development, Succession Planning, Non-profits, Employee Engagement, Conflict Resolution, Change Management, Executive Development, Public Speaking, Birkman, Voice Over, Training, Leadership, Team Leadership, Management, Recruiting, Program Management
Education
Oklahoma State University 1977 — 1981
BS, Organizational Administration
Morgan Stanley 2001 - 2014
Skills
Investments, Investment Strategies, Series 7, Derivatives, Bloomberg, Commodity Markets
Education
Oklahoma State University 1996 — 2001
Bachelor's degree, Finance
Nike 2011 - September 2014
Nike 2008 - 2011
Nike 2004 - 2006
Nike 2002 - 2004
Business Education Compact 1997 - 2001
PI Systems March 1989 - January 1992
Morgan Stanley June 1990 - December 1991
Skills
Advertising, Public Relations, Retail, Sports Marketing, Forecasting, Financial Analysis, Networking, SAP, Cross-functional Team..., Financial Modeling, Budgets, Financial Reporting, Team Leadership, Business Process, Strategy, Management
Education
Oregon State University 1983 — 1989
Bachelor of Science (BS), Accounting and Finance
Financial Advocates Investment Management 2014 - Present
North Kitsap School District 2008 - Present
Morgan Stanley 2008 - 2013
US Navy 1990 - 2007
Skills
Investment Management, Financial Planning, Customer Service, Financial Services, Asset Management, Investments, Securities, Management, Team Building, Navy
Education
CERTIFIED FINANCIAL PLANNER(TM) Certificant
Old Dominion University
Master of Business Administration (M.B.A.)
Union College
Bachelor of Arts (B.A.), Economics
Deutsche Bank May 2013 - Present
FINRA - Financial Industry Regulatory Authority June 2010 - May 2013
NYSE - New york Stock Exchange April 2002 - June 2010
Goldman Sachs 2001 - 2002
Morgan Stanley 2000 - 2001
Skills
SDLC, Management, IT Strategy, Business Analysis, Software Project..., Requirements Analysis, Agile Methodologies, Trading Systems, Vendor Management, Enterprise Architecture, Program Management, Solution Architecture, Certified Scrum Master..., Project Portfolio..., PMP, SOA, PMO, Integration, IT Management, Agile Project Management, Requirements Gathering
Education
Osmania University 1986 — 1989
Bachelor in Science, Physics, Chemistry, Mathematics
MetLife August 2014 - Present
MetLife December 2013 - August 2014
Morgan Stanley May 2010 - December 2013
UBS Financial Services September 2008 - October 2009
UBS Financial Services July 2006 - September 2008
UBS Financial Services August 1999 - July 2006
UBS Financial Services January 1999 - August 1999
UBS Financial Services November 1997 - December 1998
UBS Financial Services July 1995 - November 1997
Legal Aid Society January 1989 - June 1995
Skills
Software Quality..., Software Project..., Usability Testing, Quality Assurance, Testing, Integration, Management, Security, Test Planning, Training, Troubleshooting, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Agile Methodologies, Project Management, Business Requirements, SDLC, Process Improvement, Software Development, Visio, Quality Center, SharePoint, Business Analysis, SQL, Scrum, Vendor Management, Risk Management, IT Strategy, Project Portfolio..., PMO
Education
Pace University
BBA, Management & Information Systems
Deloitte December 2014 - Present
Sony Pictures Entertainment November 2012 - July 2014
The Guardian Life Insurance Company of America July 2011 - May 2012
Morgan Stanley August 2008 - July 2011
Morgan Stanley June 2007 - April 2008
Skills
Financial Modeling, Business Strategy, Financial Forecasting, Financial Planning &..., FP&A, Budget Analysis, Financial Reporting, Variance Analysis, Forecasting, Cost Reduction Planning, Microsoft Excel, Essbase, Business Objects, Microsoft Office 2007, Spanish, SAP, SAP R/3, Lotus Notes, SharePoint
Education
Stony Brook University 2004 — 2006
BA
Pace University 2001 — 2003
N/A
Country Financial May 2011 - Present
Kiehl Impressions January 2009 - Present
Morgan Stanley July 2007 - November 2008
Ravenswood Bank October 2005 - July 2006
National City Bank September 2001 - May 2005
The PrivateBank and Trust Company May 1992 - August 2001
Water Tower Bank February 1987 - May 1992
Skills
Investments, Banking, Financial Planning, Loans, Series 7, Asset Management, Health, Underwriting, Credit, Mortgage, Wealth Management, Financial Analysis, Estate Planning, Insurance, Private Banking, Retirement Planning, Securities, Annuities, Long Term Care, Retirement, Compliance, Series 6, Financial Reporting, Mutual Funds, Customer Relations, 401k, Term Life Insurance, Customer Service, Excel, Employee Benefits, Health Insurance, Asset Allocation, Equities
Education
Chicago Artist Coalition and Art Institute of Chicago
Olivet College
MiMedx August 2013 - Present
Shire Regenerative Medicine May 2012 - August 2013
Eli Lilly and Company November 2002 - May 2012
Morgan Stanley January 1999 - November 2002
Skills
Accounts Finalization, Finalization of Accounts, International..., Pharmaceutical Sales, Sales Effectiveness, Managed Care, Surgeons, Biotechnology, Hospitals, Medical Devices, Operating Room, Sales Force Development, Sales Rep Training, Orthopedic, Product Launch, Endocrinology, Surgical Instruments, Surgery, Healthcare, Medical Sales, Management, Customer Service
Education
Oklahoma State University 1996 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Oklahoma State University 1996 — 1999
Bachelor's degree, Accounting and Finance
Kiehl Impressions January 2009 - Present
American Greetings May 2013 - October 2014
Jackson Hewitt Tax Service January 2013 - April 2013
Waddell & Reed March 2012 - December 2012
COUNTRY ® Financial May 2011 - March 2012
Morgan Stanley July 2007 - November 2008
Ravenswood Bank October 2005 - July 2006
National City Bank September 2001 - May 2005
The PrivateBank and Trust Company May 1992 - August 2001
Water Tower Bank February 1987 - May 1992
Skills
Strategic Financial..., Banking, Loans, Management, Artists, Budgets, Asset Management
Education
Olivet College 1981 — 1984
Finance, General
Morgan Stanley January 2011 - Present
Morgan Stanley June 2009 - December 2010
Citigroup January 2007 - May 2009
Citigroup January 2005 - December 2006
Citigroup November 1998 - December 2004
Chubb May 1998 - November 1998
Century 21 HP Greenfield March 1993 - May 1998
Skills
Risk Management, Trading, Process Improvement, Project Management, Brokerage, ESOP, Restricted Stock, FSA, Vendor Management, EMEA, FIX, IT Strategy, Back Office, Visual Basic, Technology Integration, Mainframe, MiFID, OATS, FX Conversion, Worldlink, Multi-currency, Software Development, Trading Systems, Equities, SDLC, Business Requirements, Options
Education
St. Joseph's College 2002 — 2005
BS, Computer Information Systems
The Chubb Institute 1997 — 1998
AOS, Computer Programming
Pace University 1992 — 1995
Computer Science
New Utrecht 1988 — 1992
HS Diploma
Stadion Money Management August 2015 - Present
Alpine Funds September 2012 - July 2015
PIMCO October 2006 - September 2012
Morgan Stanley May 2005 - May 2006
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Asset Management, ETFs, Equities, Finance, Wealth Management
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (BA), Economics
Danbury High School 1996 — 2000
Morgan Stanley August 2012 - Present
Advisors Asset Management, Inc. March 2010 - August 2012
Advisors Asset Management, Inc. August 2009 - November 2009
Oregon State University September 2007 - June 2009
Community Psychiatric Clinic July 2006 - August 2007
Skills
Statistics, Statistical Modeling, SAS, Data Analysis, Teaching, Time Series Analysis, SAS programming, R
Education
Oregon State University 2007 — 2009
Master of Science, Statistics
University of Washington 2002 — 2006
Bachelor of Science, Statistics
Morgan Stanley November 2014 - Present
Valliance Bank September 2004 - October 2014
Skills
Commercial Banking, Private Banking, Cash Management, Treasury Services, Customer Satisfaction, Banking, Treasury Management, Portfolio Management, Internet Banking, Relationship Management, Deposits, Retail Banking, Risk Management, Credit Cards, Financial Services, ACH, Electronic Payments, Payment Systems, Budgets, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Finance, Lines Of Credit, Loans, Payments, Small Business Lending, Mortgage Lending, Underwriting
Education
Oklahoma State University
B.S., Mathematics
T D Securities August 2012 - Present
Morgan Stanley June 2010 - August 2012
Accenture July 2004 - August 2010
Transform Pharmaceuticals May 2001 - June 2004
Sigma Systems Inc April 1996 - June 2000
Skills
Capital Markets, Java, Fixed Income, Credit Derivatives, Interest Rate..., Relational Databases, Counterparty Risk, Low Latency, Multithreading, Credit Risk, Electronic Trading, SQL
Education
Osmania University
Bachelor of Engineering
NOAA February 2013 - Present
NOAA February 2011 - February 2013
MITRE October 2007 - February 2011
NC3A August 2005 - September 2007
VMASC May 2004 - May 2005
Morgan Stanley February 1998 - February 2003
Skills
Software Engineering, Unix, Systems Engineering, Integration, Software Development, Java, Linux, Simulations, Programming, Requirements Analysis, Testing, Software Design, Database Design, Oracle, SQL, Project Management, XML, Systems Analysis, Databases, Eclipse, Modeling and Simulation, Data Analysis, Shell Scripting, Object Oriented Design, Perl, Enterprise Architecture, Software Project..., PL/SQL, Socket Programming, Multithreading, Contract Management, COTR, Team Management, HTML, Windows, Distributed Systems, High Performance..., Systems Integration, JavaScript, Google Maps, GIS
Education
Old Dominion University
Masters of Engineering, Modeling and Simulation, 3.9/4.0
Old Dominion University
Bachelor of Science, Statistics, 3.8/4.0
US Coast Guard Academy 1993 — 1996
Operations Research, 3.34/4.0
PHH Mortgage June 2012 - Present
PHH Mortgage June 2012 - Present
PHH Mortgage 2012 - 2014
Prudential Financial June 2011 - June 2012
Prudential Financial June 2011 - June 2012
Merill Lynch October 2010 - June 2011
Morgan Stanley November 2009 - October 2010
Popular Financial Holdings February 2008 - November 2009
Sallie Mae September 2006 - January 2008
Countrywide Mortgage January 2004 - August 2006
Skills
Business Analysis, Requirements Analysis, User Acceptance Testing, Testing, RUP, Test Director, Visio, Process Engineering, Access, Data Analysis, SQL, Requirements Gathering, Vendor Relations, Customer Relations, Business Requirements, Excel, Documentation, Process Improvement, Change Management, MS Project, Financial Analysis, Risk Management, SDLC, PowerPoint, Banking, Agile, Software Documentation, Agile Methodologies
Education
Osmania University 1996 — 1998
MBA, Marketing
ASCAP March 2014 - Present
Barclays August 2011 - March 2014
Credit Suisse September 2008 - August 2011
Goldman Sachs June 2007 - September 2008
UBS June 2006 - May 2007
BNY Mellon March 2005 - May 2006
Morgan Stanley August 2004 - February 2005
Skills
Management, Project Management, Leadership, Business Analysis, SQL, Program Management, Team Leadership, Business Development, Change Management, Data Warehouse..., Hadoop, Business Intelligence, Big Data Analytics, ETL, Data Analysis
Education
Osmania University 1992 — 1995
Bolt Services, LLC 2008 - Present
Morgan Stanley 2007 - 2008
Bloomberg, LP 2003 - 2007
Tescom/J.P. Morgan Chase 2001 - 2002
Visual Networks 2001 - 2001
Opencon Communication Systems/Cyberpath, Inc. 1995 - 2001
Skills
Release Management, System Testing, Quality Assurance, Test Automation, Testing, Process Improvement, Performance Testing, Configuration Management, Stress Testing, Telecommunications, Agile Methodologies, Business Analysis, SDLC, User Acceptance Testing, Embedded Systems, Integration, Software Project..., Software Development, Requirements Analysis, Risk Management, Management, Unix, Distributed Systems
Education
Pace University
UNIX, C, TCP/IP Certificate Program
Pratt Institute
BEE, Electrical Engineering
Morgan Stanley September 2015 - Present
Deutsche Bank November 2013 - July 2015
Knowledgent September 2012 - November 2013
Morgan Stanley May 2012 - November 2013
Bank of America May 2001 - May 2012
CSFB 2000 - 2001
Donaldson Lufkin & Jenrette / DLJ 1997 - 2000
Merrill Lynch June 1994 - May 1997
Skills
Reference Data, Data Governance, Capital Markets, Software Engineering, Derivatives, Fixed Income, Equities, Equity Research, SDLC, Agile, PMP, Six Sigma, SOA, Java, J2EE, RDBMS, SQL, Oracle, Sybase, SOAP, XML, AJAX, Python, PHP, LAMP, Java Enterprise Edition, Data Warehousing, Enterprise Architecture, Agile Methodologies, Business Analysis, Software Project..., Integration, ETL, Trading Systems, Requirements Analysis, Data Modeling, Requirements Gathering, Agile Project Management, IT Strategy, Business Requirements, Database Design, Strategy, PMO, Financial Services, Business Intelligence, Market Data, Solution Architecture, Project Portfolio..., Back Office, Project Management
Education
Pace University 1992 — 1994
Bachelor of Arts, Computer Science, Mathematics
Southern Federal University (former Rostov State University) 1988 — 1991
none, Applied Mathematics
Cornerstone Real Estate Advisers November 2007 - Present
Mitsui Fudosan America September 2005 - June 2007
Morgan Stanley October 2003 - June 2005
Lend Lease October 1993 - October 2003
The Yarmouth Group October 1989 - September 1993
Richard Ellis November 1976 - October 1989
Education
Oxford Brookes University
Estate Management
Time Warner June 2004 - Present
Morgan Stanley October 2003 - June 2004
Viacom March 2002 - November 2003
Multex September 2000 - February 2002
Skills
SQL Server, ASP.NET, .NET, WCF, Sybase, C#, SDLC, AJAX, T-SQL, Application Development, Business Intelligence, JavaScript, VB.NET, Web Services, Database Design, Agile, Crystal Reports, Visual Basic, Business Objects, Microsoft SQL Server, Agile Methodologies, SSRS
Education
Osmania University 1991 — 1994
PayPal September 2015 - Present
Deutsche Bank May 2006 - August 2015
Lehman Brothers 2005 - 2006
Morgan Stanley 2000 - 2005
Skills
Investment Banking, Equities, Financial Analysis, Capital Markets, Valuation
Education
Oregon State University 1997 — 2000
Carlmont High School
Investment Firm in Houston, TX November 2010 - Present
S&B Engineering January 2007 - January 2009
Renaissance Public Relations Group July 2006 - September 2006
Morgan Stanley February 1999 - July 2006
Morgan Stanley 1999 - 2006
Precision Digital Services December 1995 - December 1998
Skills
Management, Wealth Management, Budgets, Leadership, Finance, Business Development, Portfolio Management, Forecasting, Accounts Payable, Customer Service, Human Resources, Financial Analysis, Public Relations, Risk Management, Accounts Receivable
Education
Our Lady of the Lake University 2003 — 2005
MBA, International Business
University of Houston 1987 — 1992
BBA, Finance and Marketing
Keystone Capital Group LLC June 2006 - Present
Keystone Capital 2006 - Present
Pure Power Ventures 2014 - 2015
Pure Power Ventures 2014 - 2015
Energy Edge LLC 2007 - 2009
Morgan Stanley May 2002 - March 2004
Merrill Lynch January 2000 - March 2002
Skills
Investments, Due Diligence, Strategic Financial..., Asset Managment, Equities, Investment Strategies, Financial Modeling, Private Equity, Corporate Finance, Emerging Markets, Financial Structuring, Venture Capital, Portfolio Management, Finance, Valuation, Project Finance, Investment Banking, Capital Markets, Real Estate Development, Mortgage Lending, Hedge Funds, Financial Planners, Alternative Investments, Real Estate, Financial Analysis, Risk Management, Business Development, Banking, Estate Planning, Securities, Loans, Private Placements, Real Estate Economics, Funding, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Investment Management, Commercial Mortgages, Commercial Banking, Credit, Business Strategy, Business Planning, Asset Management, Joint Ventures, Real Estate Financing, Trading, Divestitures, Commercial Lending, Investment Advisory
Education
Portland State University 1986 — 1989
Microbiology & Molecular Genetics
Oral Roberts University 1983 — 1986
B.S., Biology & Chemistry
Louis E Dieruff 1977 — 1980
Science, Business
Morgan Stanley February 2008 - Present
American Home Mortgage 2004 - 2007
Huntington Mortgage Company 2005 - 2006
Huntington National Bank 1994 - 1995
Education
Otterbein University 1979 — 1983
Stephens Inc. February 2003 - Present
Morgan Stanley May 1995 - February 2003
Education
Ouachita Baptist University 1990 — 1994
Bachelor of Arts (B.A.), Accounting, Business Administration, Economics
Fidelity Investments June 2015 - Present
Angelo Gordon September 2013 - May 2015
Neuberger Berman July 2013 - September 2013
Morgan Stanley May 2012 - December 2012
State Street September 2011 - March 2012
RBS Sempra Commodities August 1999 - June 2011
Skills
Toad, JIRA, WinRunner, Oracle, XML, Microsoft SQL Server, TestComplete, Sybase, PL/SQL, SQL, Visual Basic, QC, FpML
Education
Dr Babasaheb Ambedkar Maratwada University 1981 — 1986
Ph.D
Dr Babasaheb Ambedkar Maratwada University 1981 — 1983
M.Sc
Osmania University 1978 — 1981
B.Sc
McPhillips, Roberts & Deans May 2014 - Present
Sentara Healthcare April 2012 - April 2014
REAL Watersports January 2010 - April 2012
Morgan Stanley September 2008 - January 2010
Wells Fargo 2007 - September 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Account Reconciliation, Managerial Finance, General Ledger, Due Diligence, Microsoft Office, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Accounts Receivable, Accounts Payable, Strategic Financial..., QuickBooks
Education
Old Dominion University 2007 — 2009
M.S. Accounting, Accounting
Old Dominion University 2006 — 2006
B.S. Business Admin, Business Administration and Management, General
Morgan Stanley July 2012 - Present
Morgan Stanley September 2008 - Present
Skills
Programming, Fixed Income Trading, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Trading Systems, Derivatives, SQL, Securities, Hedging, Equities, VBA, ABS, Investment Banking, Electronic Trading
Education
Washington University in St. Louis 2004 — 2008
Ph.D., Computer Science
Middle East Technical University 1999 — 2003
BS, Computer Engineering
Merrill Lynch 2006 - Present
Merrill Lynch June 2005 - August 2006
Morgan Stanley 1999 - 2005
Education
Ohio Wesleyan University 1995 — 1999
Econ Management
Massapequa High School
ArtsEast May 2014 - Present
ArtsEast 2009 - 2014
Logistic Systems January 2000 - May 2004
Gallery 33 1998 - 1999
Fukide Motors January 1995 - June 1995
Morgan Stanley June 1991 - September 1992
Skills
Editing, Blogging, Social Media, Content Management, PowerPoint, Project Implementation, Technical Writing, General Administration, Bilingual-Japanese, Exhibition Management, Account Reconciliation, Budget Preparation, Brochures, Customer Service, Non-profit Program..., Newsletters, Grant Administration, Educational Programs, Volunteer Management, Board Relations, Program Coordination, Educational Outreach, Fundraising, Web Content, Press Releases, Proofreading, Community Outreach, Non-profit..., Non-profit Leadership, Membership Development, Non-profit Board..., Volunteer Training, Non-profit Volunteer, Community Building, Marketing, Grant Writing, Special Events..., Fine Art, Art Exhibitions, Program Monitoring, Civic Engagement, Non-profit Fund..., Fundraisers, Community Development, Non-profit Boards, Program Development, Volunteer Recruiting, Volunteering, Coordinating Special..., Visual Arts
Education
Oregon State University 1990 — 1998
Bachelor of Arts (B.A.), Art History (Major); Japanese (Minor)
International School of the Sacred Heart - Tokyo, Japan 1977 — 1989
Legg Mason July 2015 - Present
Morgan Stanley Smith Barney January 2006 - July 2015
Morgan Stanley January 2011 - November 2012
Education
Old Dominion University 2001 — 2005
Citi April 2011 - Present
Morgan Stanley July 2009 - April 2011
Citi Group October 1998 - June 2009
Education
Osmania University 1988 — 1992
Bachelor of Engineering (BE), Mechanical Engineering
Fidelity National Information Services August 2013 - Present
Broadridge May 2008 - July 2013
Deutsche Asset Management January 2007 - March 2008
Kaplan 2006 - 2006
Morgan Stanley 2004 - 2006
Prudential Financial 1997 - 2004
AT&T 1996 - 1997
Skills
Sybase, Software Development, Software Project..., CRM, SDLC, Requirements Gathering, Microsoft SQL Server, .NET, IT Management, Project Management, Technical Project..., Agile & Waterfall..., Code Review, ASP.NET MVC, Solution Architecture, Database Design, Crisis Management, Offshore Resource..., Third Party Vendor..., Business Analysis, Technical Recruiting, UIX, Technology Review, Application Lifecycle..., Leadership, Strategy, Requirements Analysis, Agile Methodologies, IT Strategy
Education
Wayne State University 1991 — 1994
Master of Science (MS), Computer Science
Osmania University 1987 — 1991
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
TD Ameritrade Investment RepresentativeWorld Savings Bank/ Atlas Securities2006 - 2006
Morgan Stanley 1990 - 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Series 6, Series 66
Education
California State University 1980 — 1986
Bachelor of Business Administration (BBA), Marketing
Ohlone College 1984 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Credit Suisse March 2011 - Present
Deutsche Bank August 2010 - February 2011
Citi Group June 2002 - March 2009
Eclipse Networks 1998 - 2001
Lucent Technologies,Morgan Stanley, J.P.Morgan, Informix Software, Ford Motor Company, DEC 1991 - 1998
Morgan Stanley 1996 - 1997
Indian Space Research Organisation 1986 - 1991
Skills
Trading Systems, Market Data, Low Latency, Electronic Trading, TIBCO iProcess, Equities, IT Strategy, Unix Shell Scripting, Business Analysis, Prime Brokerage, Derivatives, Business Intelligence, PL/SQL, Investment Banking, Java, JMS, DB2, Web Services, Capital Markets, Microsoft SQL Server
Education
University of Hyderabad 1984 — 1986
M.Tech, Computer Science
Osmania University 1980 — 1984
B.E, Electronics & Communication
Accenture April 2014 - Present
Fannie Mae October 2010 - September 2013
Morgan Stanley April 2010 - October 2010
Skills
Financial Analysis, Risk Management, Credit, Valuation, Flexible to Change, Portfolio Management, Loan Servicing, Asset Management, Customer Service, Management, Business Analysis, Mortgage Banking
Education
Oklahoma State University 2002 — 2006
BS, Finance
XL Insurance September 2010 - Present
Morgan Stanley January 2010 - September 2010
XL Capital May 2006 - December 2009
EZ2 Technologies September 2004 - April 2006
Skills
Informatica, Data Warehousing, Databases, ETL, Erwin, Data Quality, Data Modeling, Data Integration, SSIS, Business Intelligence, Data Warehouse..., Microsoft SQL Server, SDLC, DB2, Unix, Dimensional Modeling, Business Objects, Teradata, Database Design
Education
Osmania University
Temple University
J.P. Morgan June 2014 - Present
Och-Ziff Capital Management October 2012 - June 2014
Morgan Stanley July 2010 - October 2012
Sempra Energy Trading (RBS Sempra Commodities) March 2009 - June 2010
Merrill Lynch 2006 - 2008
Credit Suisse First Boston 2004 - 2006
Deutsche Bank 2000 - 2003
Dow Jones 1997 - 2000
UPS 1996 - 1997
Education
University of Nevada-Las Vegas
MS
Osmania University
BE
LeBlanc Family Insurance LLC October 2014 - Present
Morgan Stanley February 2014 - April 2014
Dish Network November 1998 - April 2013
Skills
Customer Service, Sales, Marketing, Microsoft Excel, Team Building, Microsoft Word, Strategic Planning, Leadership, Account Management, Budgets, Call Centers, Customer Experience, Customer Satisfaction, Event Planning, Microsoft Office, Coaching, Process Improvement
Education
Oral Roberts University 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Edmond Memorial Highschool 1991 — 1993
Morgan Stanley 1997 - 2002
Education
Oregon State University 1983 — 1988
BS, Human Health Sciences
Robert North June 2014 - Present
Pride Financial Partners July 2011 - May 2014
Fenton Wangler Financial March 2009 - July 2011
Morgan Stanley May 2007 - November 2008
Skills
Financial Planning, College Planning, Retirement Planning, Investment Management, Asset Allocation
Education
Oregon State University
BS International Business & Finance
Guggenheim Partners September 2010 - Present
Credit Suisse May 2010 - August 2010
Fidelity Investments April 2009 - May 2010
Morgan Stanley & Co. Incorporated October 2007 - March 2008
Morgan Stanley February 1995 - March 2008
Kidder Peabody July 1975 - January 1995
Skills
FINRA, Financial Services, Training
Education
Pace University 1980 — 1980
Computer Analysis
Broadridge Financial November 2011 - Present
New York City Department of Health and Mental Hygiene November 2009 - October 2011
COMSYS 2001 - 2010
NYC Department of Education September 2001 - November 2009
Morgan Stanley October 2000 - August 2001
Empirical Solutions Corporation 2000 - 2001
Skills
WCF, ASP.NET MVC, ADO.NET, LINQ, .NET, C#, SQL Server, Visual Studio, Agile, Web Services, Software Development, VB.NET, HTML, XML, ASP.NET, SharePoint, Architecture, SOA, SQL, JavaScript, Crystal Reports, Databases, Application Development, Visual Basic, IIS, Programming, Software Project..., Requirements Analysis, Business Intelligence, CSS, ASP, VBScript, XSLT, Integration
Education
Osmania University 1993 — 1997
Bachelors, Mechanical
Shareablee January 2013 - Present
Beansprout LLC August 2010 - December 2012
Comodo May 2008 - August 2010
Morgan Stanley June 2006 - May 2008
Skills
Python, Django, Product Management, Marketing Management, Web Development, New Business Development, javascript, HTML, CSS, Web Design, User Interface Design, Usability, Email Marketing, JavaScript, Product Development, E-commerce, Marketing Strategy
Education
Pace University
BBA, Marketing
Morgan Stanley June 2011 - Present
Priceline.com May 2008 - June 2011
UBS October 2004 - April 2008
Citigroup July 2003 - August 2004
Skills
Java, SDLC, Databases, SQL, Unix, Requirements Analysis, Tomcat, Spring Framework, Software Development, Agile Methodologies, XML, SOA, JavaScript, Linux, Java Enterprise Edition, JSP, PL/SQL, Perl, Shell Scripting
Education
West Virginia University 2000 — 2003
MS, Software Engineering
Osmania University 1996 — 2000
BS, Electronics and Communications Engineering
Deloitte 2014 - Present
Metlife October 2009 - July 2014
Kepner-Tregoe June 2003 - February 2009
Morgan Stanley February 2002 - December 2002
Triple Point Technology -- Commodity Trading software development Company June 1998 - December 2002
Skills
SDLC, Software Project..., Agile Methodologies, Business Analysis, Requirements Analysis, Business Process, Integration, IT Strategy, ITIL, Software Development, IT Service Management, Project Management, Microsoft SQL Server, Business Process..., Vendor Management, Management, Process Improvement, Analysis, Project Planning, IT Risk Management, IT Audit, Governance, Change Management, Business Continuity, Internal Controls, Disaster Recovery, IT Management, Enterprise Software
Education
Osmania University 1988 — 1991
Master of Science, Geophysical Technology
Osmania University 1988 — 1991
Bachelor of Science, Maths, Physics and Chemistry
Bank SNB May 2015 - Present
RCB Bank April 2014 - April 2015
Stillwater National Bank April 2002 - April 2014
Morgan Stanley April 2001 - April 2002
AGB Capital Property Management August 1999 - April 2002
Skills
Commercial Lending, Budgets, Commercial Banking, Banking, Credit, Loans, Management, Credit Analysis, Small Business Lending, Consumer Lending, Loan Origination, Finance, Customer Service, Portfolio Management, Financial Analysis
Education
Oklahoma State University 1995 — 1999
Bachelors, General Business
Poplar Forest Capital LLC December 2007 - Present
California State University, Long Beach 2012 - 2014
CFA Institute 2009 - 2014
Schafer Capital Management 1997 - 1999
Morgan Stanley 1993 - 1997
Morgan Stanley 1989 - 1991
Manufacturers Hanover Trust 1987 - 1989
Skills
Equity Research, Portfolio Management, Investments, Financial Modeling, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1991 — 1993
MBA, Finance
Oregon State University 1983 — 1987
Financial Services, Finance
Sunset High School
New York Power Authority November 2014 - Present
Morgan Stanley September 2011 - November 2014
Morgan Stanley February 2006 - September 2011
Greywolf Capital 2004 - 2006
United States Marine Corps May 1998 - May 2002
Skills
Derivatives, Fixed Income, Equities, Trading, Hedge Funds, Valuation, Bloomberg, Commodity, Options, Financial Modeling, Mutual Funds
Education
Pace University 2002 — 2004
Bachelor’s Degree, Finance and Investments, Cummulative GPA 3.51 out of 4. Cum Laude
AIG May 2012 - Present
UBS January 2010 - May 2012
UBS April 2006 - January 2010
Morgan Stanley 1996 - 2006
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Credit Derivatives, Equities, Reference Data, Derivatives, Options, Investment Banking, Alternative Investments, Market Risk, Risk Management, Equity Swaps, Collateral Management, Program Management, Swaps, Trading Systems, Fixed Income
Education
Oklahoma State University 1987 — 1992
Ph.D., Industrial & Systems Engineering
Citi June 2014 - Present
NICE Actimize May 2009 - June 2014
Morgan Stanley September 2006 - May 2009
Infosys January 2001 - August 2006
CMC Ltd 1998 - 2000
Education
Orissa University of Agriculture and Technology
Orissa University of Agriculture and Technology
Northern Trust November 2011 - Present
Walgreens HQ March 2009 - October 2011
Morgan Stanley November 1999 - January 2009
SecurityLink by Ameritech November 1998 - November 1999
Andersen Consulting November 1997 - November 1998
Skills
Toad, Data Security, SQL Tuning, Oracle, Oracle Applications, Database Admin, Oracle RAC, RMAN, Data Guard, Performance Tuning, ETL, Data Migration
Education
Osmania University 1991 — 1995
Bachelor of Engineering (B.E.), Civil Engineering
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley April 2007 - July 2011
Syntel December 2005 - April 2007
Skills
Perl, Sybase, DB2, Shell Scripting, SQL, Data Warehousing, PL/SQL, Unix Shell Scripting, Java Enterprise Edition, Java, Agile Methodologies, Software Project..., Unix, Business Analysis
Education
Osmania University 2002 — 2005
MS, Information Technology
University of Pune
Bachelor's degree, Electrical Engineering Technologies/Technicians
Tri County Technology Center January 2015 - Present
Parabellum Training Group January 2003 - Present
2 North Inc. January 2003 - December 2014
2 North Investment Advisors January 2003 - April 2013
Morgan Stanley 1999 - 2003
Paine Webber 1997 - 1999
Skills
Strategic Planning, Business Strategy, Investments, Mergers, New Business Development, Start-ups, Entrepreneurship, Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Change Management, Management, Training, Mergers & Acquisitions, Leadership
Education
University of Oklahoma 2014 — 2015
Master's Degree, Criminal Justice, 4.0
Oklahoma State University 2008 — 2009
Master of Science (MS), Entrepreneurial Marketing
University of Oklahoma 1995 — 1999
Bachelor of Science (BS), Enterprise and Commerce
Footlocker January 2013 - Present
Archstone Consulting June 2011 - April 2012
Muss Development March 2009 - April 2011
Morgan Stanley July 2004 - November 2008
Bloch Aluminum September 2001 - July 2004
American Express January 1992 - September 2001
Skills
Concur, Sabre, Microsoft Office, Travel Arrangements, Amadeus, Expense Management, Corporate Events, Event Planning, Office Management, Management, Process Scheduler, Outlook, Expense Reports, Executive Level..., Executive..., Administrative..., Calendars, Office Administration, Spreadsheets, Lotus Notes, Expenses, Travel Management, Calendaring, Time Management, Executive Support, Confidentiality, Heavy Calendaring, Meeting Scheduling, Executive Administrative, High Level Of..., Executive Calendar..., Travel Planning, Calendar Planning, Executive Office..., Meeting Planning, Account Reconciliation, Data Entry, Diary Management, Human Resources, Office Equipment, Marketing, Assisting Executives, Handle Confidential..., Personal Support, Administrative Office..., Business Meetings, Executive Travel, Organizational Charts, Coordinate Meetings, Business Correspondence
Education
Pace University 1982 — 1986
BA, Communications/Marketing Sales Promo
The Hasson Company August 2015 - Present
Bank of America 2009 - July 2015
Bank of America June 2010 - June 2012
Morgan Stanley June 2008 - January 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Leadership, Public Speaking, Social Media, Financial Modeling, Time Management, Accounting, Data Analysis, Research, Access, Team Leadership, Finance, Sales, Marketing, Management, Team Building, Strategic Planning, Project Management, Marketing Strategy, Investments, Banking, Social Networking, Credit, Portfolio Management
Education
Marylhurst University 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Oregon State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Credit Suisse December 2013 - Present
Sapient Global Markets December 2011 - December 2013
Morgan Stanley July 2011 - December 2011
Barclays Wealth (Consultant) May 2010 - July 2011
JP Morgan Chase (Consultant) December 2009 - May 2010
Prudential Bache Commodities LLC (Consultant) June 2009 - December 2009
UBS Global Asset Management (Consultant) January 2009 - May 2009
Bank of New York Mellon (Consultant) June 2008 - December 2008
JPMorgan (Consultant) July 2007 - June 2008
Omgeo (Consultant) October 2005 - June 2007
Skills
Swaps, Fixed Income, Equities, Options, Structured Products, Forwards, Mutual Funds, Alternative Investments, FX Options, Equity Derivatives, Middle Office, Trading Systems, Derivatives, Prime Brokerage, Bloomberg, Portfolio Management, Wealth Management, Trading, User Acceptance Testing, Financial Markets
Education
Oklahoma State University 2003 — 2004
MBA, Finance
Oklahoma State University 1998 — 2002
Bachelors, Management information System
BMO Financial Group April 2015 - Present
UBS Investment Bank February 2015 - March 2015
UBS Investment Bank July 2012 - February 2015
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - February 2011
Citigroup June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
Skills
Excel, SQL, Equity Derivatives, VAR, Financial Analysis, Corporate Finance, Risk Management, Bloomberg, VBA, Time Series Analysis, Statistical Arbitrage, Exotic Derivatives, Market Risk, Matlab
Education
Oklahoma State University 2007 — 2009
Masters, Quantitative Finance
Oklahoma State University 2003 — 2007
Bachelors of Science, Finance
J.P. Morgan April 2014 - Present
H&R Block November 2010 - April 2013
H&R Block November 2010 - April 2013
Morgan Stanley September 2007 - March 2009
Fidelity Investments May 2007 - September 2007
JPMorgan Chase July 2005 - May 2007
Morgan Stanley May 2000 - September 2004
Merrill Lynch Pierce Fenner & Smith Inc June 1998 - April 2000
Skills
Microsoft Office, Communication Written, Oral Communications, Client Services, Securities, Outlook, Word, Problem Solving, Compliance, Operations Management, Time Management, Equities, Planning, Supervisory Skills, Coaching, Public Speaking, Critical Thinking, Teamwork, Research, Accounting, Corporate Governance, Microsoft Word, Budgets, Account Reconciliation, Financial Services, Financial Analysis, Project Planning, Due Diligence, Financial Reporting, Management
Education
ST. JOSEPH'S COLLEGE 2004 — 2007
Masters of Science, Organization Management
ST. JOSEPH'S COLLEGE 2004 — 2007
MBA, BUSINESS MANAGEMENT
Pace University 1983 — 1995
Bachelor, Business Admin; Management
Pace University 1983 — 1992
Associate of Applied Sciences, Accounting
JPMorgan Chase October 2011 - Present
Edward Jones May 2010 - October 2011
Morgan Stanley June 2009 - December 2009
Homecomings Financial January 2004 - April 2006
Education
University of North Texas 1999 — 2002
MBA, Finance
Oklahoma State University 1994 — 1997
Bachelor of Science, Business Management, Minor in Psychology
Siguler Guff & Company June 2013 - Present
Morgan Stanley June 2013 - July 2013
Scholtz & Company May 2007 - October 2011
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Portfolio Management, Financial Analysis, Investments
Education
Ohio Wesleyan University 2003 — 2007
BA, Economics, Fine Art
karachi grammar school 1990 — 2003
Morgan Stanley February 2011 - Present
IntegriDATA Business & Technology Solutions, LLC March 2009 - January 2011
GTAM 2009 - 2010
TechnoDyne LLC 2008 - 2009
Skills
Tax, SQL, Business Analysis, Databases, Access, Microsoft SQL Server, Visio, Data Analysis, MS Project, Equities, Visual Studio, Microsoft Excel, Project Management, Requirements Analysis, VBA, Oracle
Education
University of Hyderabad 1996 — 1999
M.Phil, Computational Physics
Osmania University 1993 — 1996
Bachelor of Science (B.S.), Computer Science, Maths and Physics
SteamLabs Incorporated March 2009 - Present
The Boeing Company May 2005 - July 2011
Tamer Laboratories companies December 2002 - December 2004
Golden Key Real Estate December 2001 - November 2002
Morgan Stanley January 2000 - October 2001
Emhiser Research Inc January 1998 - January 2000
TiCon, Inc. June 1994 - January 1998
Skills
Contract Negotiation, Accounting, Intellectual Property, Licensing, Negotiation, Contract Management, Microsoft Office, Corporate Law, Dispute Resolution, Contract Negotiations, PowerPoint, Unity3D, Xcode, TestFlight, iOS development, Game Development, Game Design, User Experience Design, User Interface Design, Mobile Game Development, Adobe Acrobat
Education
Willamette University College of Law 1991 — 1994
JD, Corporate Law
Willamette University MBA 1990 — 1994
MBA, Finance
Oregon State University 1987 — 1990
Bachelor of Science (BS), Finance, Engineering
Reed College 1985 — 1987
Economics, Physics
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management February 2014 - October 2014
Standard & Poor's 2012 - January 2014
RudraTech January 2007 - November 2011
Skills
Software Project..., SQL, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, CSS, Databases, MySQL, Web Applications, Change Management, Business Process, FX trading, Capital Markets, Equity Trading, Futures Trading, Trading Strategies, Legal Writing, Conflict Prevention, Dispute Resolution, Operating Budgets, Bank Reconciliation, Negotiation, Public Speaking, Business Analysis, Requirements Gathering, SDLC, Risk Management, Equities, Project Management
Education
State University of New York College at Oneonta 2007 — 2008
Osmania University 2002 — 2005
Bachelors in Commerce, Accounting and Finance
Saint Mary's Centenary Junior College 2000 — 2002
Post-Secondary Education in Capital Markets & Managerial Economics, Business/Managerial Economics
Gitanjali School
High School
Morgan Stanley 2000 - Present
Education
Olivet Nazarene University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Economics & Finance
Morgan Stanley June 2015 - Present
Commonwealth Bank March 2014 - August 2014
Bank of America September 2006 - December 2013
Skills
Derivatives, Interest Rate..., Middle Office, ISDA, Investment Banking, Dodd-Frank, Derivative Operations, FX Options, Team Management, Interest Rate Swaps, Confirmation, Back Office, Trading, NDF, Team Leadership, User Acceptance Testing, Banking, Foreign Exchange, CFTC, EMIR
Education
Osmania University
Bachelor's Degree, Business/Commerce, Accounting
Four Seasons Hotels and Resorts April 2015 - Present
ADP January 2008 - July 2009
Merrill Lynch February 2005 - January 2008
Morgan Stanley January 2001 - January 2003
Skills
Entrepreneurship, Team Building, Team Leadership, Marketing, Strategic Planning, Customer Service, Social Media, Social Media Marketing, New Business Development, Coaching, Sales Management, Management, Sales, Event Management, Event Planning, Public Speaking, Investments, Leadership, Interior Design, Contractor Management, Business Development, Business Planning, Retirement Planning, Financial Services, Wealth Management, Microsoft Office, Marketing Strategy, Public Relations, Finance, Budgets, Negotiation, Social Networking, Contract Negotiation, Financial Analysis, Mutual Funds
Education
Oral Roberts University 1996 — 2000
Bachelors of Science, Business Management
Oral Roberts University 1996 — 2000
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Morgan Stanley June 2014 - Present
UBS Investment Bank December 2007 - June 2014
BDO Seidman August 2005 - December 2007
Skills
Hedge Funds, Prime Brokerage, FX Options, Trading, Financial Services, Settlement, Financial Risk, Corporate Actions, Equities, Fixed Income, Derivatives, Investment Banking, Bloomberg, Capital Markets, Alternative Investments, Series 7
Education
Ohio Wesleyan University 2001 — 2005
Bachelors, Accounting
Morgan Stanley 2006 - Present
Wachovia Securities Financial Network December 1985 - December 2006
Skills
Portfolio Management
Education
Un. of Texas, Texas St. Un. 1969 — 1973
Oregon State University 1968 — 1969
Morgan Stanley February 2006 - Present
Macy's 1996 - 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Olympic College
Associate of Arts and Sciences (AAS)
WCG, a W2O Company June 2014 - August 2014
Morgan Stanley February 2010 - January 2011
Skills
Financial Modeling, Customer Service, Microsoft Office, PowerPoint
Education
Ohlone College
San Francisco State University
UC Davis
Merrill Lynch April 2011 - Present
Morgan Stanley April 1992 - April 2011
Education
Oregon State University 1969 — 1973
bs, Business
Piper Jaffray August 2012 - Present
Morgan Stanley March 2011 - Present
Clickatell May 2010 - September 2010
Merrill Lynch February 2007 - May 2010
Shapell Homes September 2006 - February 2007
City of Hayward July 2006 - September 2006
InterVideo, Inc February 2004 - July 2006
InterVideo, Inc April 2003 - February 2004
Skills
Fax, Microsoft Office, Sales, Multi-line Phone, Oracle Applications, Concur, Travel Arrangements, Heavy Calendaring, Management, Filing
Education
Ohlone College 2000 — 2002
AA, Liberal Arts
Morgan Stanley October 2013 - Present
Skills
Unix, SDLC, PL/SQL, Telecommunications..., C++, Shell Scripting, C, Geneva, IRB, Valgrind, Pro*C, Perl, Requirements Analysis, Testing, Billing Systems, Software Development, Gdb, Unit Testing, SQL, Software Design, Telecommunications, Telecom BSS, Sybase, XML, Autosys
Education
Osmania University
B.E
Microsoft January 2015 - Present
Microsoft December 2011 - January 2015
Microsoft January 2007 - December 2011
Morgan Stanley December 2002 - January 2007
CMC LTD November 1999 - December 2002
Skills
C++, C, Java, Software Project..., Scrum, Agile Methodologies, Microsoft Excel, Windows, HTML, Visual Basic, English, JavaScript, Outlook, c#, Requirements Analysis, Software Development, C#, SDLC, SQL
Education
Osmania University 1996 — 1999
Master of Computer Applications (MCA), Computer Applications
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), Electoronics
Peak P3 Human Capital Management March 2013 - Present
Ameriprise Financial Services, Inc. March 2009 - March 2013
Morgan Stanley June 2002 - November 2007
Skills
Recruiting, Financial Services, Asset Allocation, Investments, Retirement Planning, Human Resources
Education
Oklahoma Wesleyan University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley July 1983 - Present
Skills
Management, Sales, Leadership, Training
Education
Oregon State University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting
North Point Wealth Advisors 2014 - Present
Morgan Stanley 2008 - 2014
Quest Capital Strategies, Inc. November 1997 - March 2008
Merril Lynch Inc 2002 - 2008
Sutro & CO. March 2000 - March 2002
Grove Securities March 1998 - March 2000
Skills
Financial Advisory, Retirement Planning, Wealth Preservation...
Education
Oregon State University
Bachelor’s Degree