Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Sam Hancock Sam Hancock's Morgan Stanley Experience October 2010 - June 2014
Job Rates Sales at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Royal Bank of Scotland June 2014 - April 2015
Morgan Stanley October 2010 - June 2014
Goldman Sachs June 2006 - October 2010
Skills
Fixed Income, Equities, Bloomberg, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management, Capital Markets, Options, Bonds, Financial Modeling, Valuation
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Royal College of Music
Foundation degree, Music Theory and Composition, 5
Bank of America Merrill Lynch April 2015 - Present
Royal Bank of Scotland June 2014 - April 2015
Morgan Stanley October 2010 - June 2014
Goldman Sachs June 2006 - October 2010
Skills
Fixed Income, Equities, Bloomberg, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management, Capital Markets, Options, Bonds, Financial Modeling, Valuation
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Royal College of Music
Foundation degree, Music Theory and Composition, 5
Seth Perlman Seth Perlman's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Princeton University March 2011 - September 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Physics
Morgan Stanley June 2014 - Present
Princeton University March 2011 - September 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Physics
Matthew Parr Matthew Parr's Morgan Stanley Experience July 2012 - Present
Job Cohead of Midwest Investment Banking
Industry Investment Banking
Experience
Morgan Stanley July 2012 - Present
UBS Investment Bank May 2004 - July 2012
Credit Suisse September 1994 - March 2004
The Clipper Group July 1996 - July 1997
Education
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2012 - Present
UBS Investment Bank May 2004 - July 2012
Credit Suisse September 1994 - March 2004
The Clipper Group July 1996 - July 1997
Education
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Daniel Fiori Daniel Fiori's Morgan Stanley Experience June 2015 - July 2015
Job Student at Providence College
Industry Financial Services
Experience
Morgan Stanley June 2015 - July 2015
Vitals May 2014 - August 2014
Pete and Mary's Concession Stands June 2009 - September 2013
Skills
Finance, Financial Analysis, Financial Modeling, Stocks, Investments, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Twitter, Facebook, Customer Service
Education
Providence College 2012 — 2016
Bachelor of Science (BS), Finance, General
Florence University of the Arts 2015 — 2015
Finance, General
Northern Highlands Regional High School 2008 — 2012
Morgan Stanley June 2015 - July 2015
Vitals May 2014 - August 2014
Pete and Mary's Concession Stands June 2009 - September 2013
Skills
Finance, Financial Analysis, Financial Modeling, Stocks, Investments, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Twitter, Facebook, Customer Service
Education
Providence College 2012 — 2016
Bachelor of Science (BS), Finance, General
Florence University of the Arts 2015 — 2015
Finance, General
Northern Highlands Regional High School 2008 — 2012
Rachel Kogan Rachel Kogan's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Cornell University June 2011 - August 2011
Education
Princeton University 2009 — 2013
AB, Mathematics
The Juilliard School 2002 — 2009
Cello Performance
The Brearley School 2000 — 2009
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Cornell University June 2011 - August 2011
Education
Princeton University 2009 — 2013
AB, Mathematics
The Juilliard School 2002 — 2009
Cello Performance
The Brearley School 2000 — 2009
Vincent Ley Vincent Ley's Morgan Stanley Experience June 2008 - July 2010
Job Vice President at Lindsay Goldberg
Industry Investment Management
Experience
Lindsay Goldberg September 2014 - Present
Lindsay Goldberg July 2010 - July 2012
Morgan Stanley June 2008 - July 2010
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), History, American Studies
Lindsay Goldberg September 2014 - Present
Lindsay Goldberg July 2010 - July 2012
Morgan Stanley June 2008 - July 2010
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), History, American Studies
John Malarney's Morgan Stanley Experience July 2014 - Present
Job Wealth Advisor Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
LockeBridge Investment Banking January 2014 - May 2014
Morgan Stanley May 2010 - September 2010
Skills
Marketing, Sales, Public Speaking, Market Research, Retail, Microsoft Word, Product Development, Communication, Financial Services, Microsoft Office, Social Networking, Finance, Managerial Finance, Microsoft Excel, Customer Service
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.23
Morgan Stanley July 2014 - Present
LockeBridge Investment Banking January 2014 - May 2014
Morgan Stanley May 2010 - September 2010
Skills
Marketing, Sales, Public Speaking, Market Research, Retail, Microsoft Word, Product Development, Communication, Financial Services, Microsoft Office, Social Networking, Finance, Managerial Finance, Microsoft Excel, Customer Service
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.23
Rebecca Basaldua's Morgan Stanley Experience June 2014 - August 2014
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Ortiz & Millin June 2012 - September 2012
Skills
Microsoft Word, Research, Microsoft Office, Legal Writing, Legal Research, Excel Modeling, Investment Banking, Securitized Products, Microsoft Excel
Education
Princeton University
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Ortiz & Millin June 2012 - September 2012
Skills
Microsoft Word, Research, Microsoft Office, Legal Writing, Legal Research, Excel Modeling, Investment Banking, Securitized Products, Microsoft Excel
Education
Princeton University
Jeanine Love, CEBS Jeanine Love, CEBS's Morgan Stanley Experience June 2012 - February 2015
Job Sr. Manager, Employee Benefits at GAF
Industry Human Resources
Experience
GAF February 2015 - Present
Morgan Stanley June 2012 - February 2015
Louis Vuitton Moet Hennessy July 1997 - December 2009
L'Oréal April 1993 - July 1997
Bear Stearns 1989 - 1992
Education
Providence College
Bachelor of Science (BS)
GAF February 2015 - Present
Morgan Stanley June 2012 - February 2015
Louis Vuitton Moet Hennessy July 1997 - December 2009
L'Oréal April 1993 - July 1997
Bear Stearns 1989 - 1992
Education
Providence College
Bachelor of Science (BS)
Christopher Mergenthaler Christopher Mergenthaler's Morgan Stanley Experience June 2012 - Present
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2012 - Present
Cowen and Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Equities, Finance, ETFs, Capital Markets, Microsoft Office, Microsoft Excel, Series 7, Series 63, Equity Trading, Middle Office, Bloomberg, Asset Allocation
Education
Providence College 2009 — 2012
Bachelor of Science, Finance
Stevens Institute of Technology 2008 — 2009
Business & Technology, Finance
Christian Brothers Academy 2004 — 2008
High School Diploma
Morgan Stanley June 2012 - Present
Cowen and Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Equities, Finance, ETFs, Capital Markets, Microsoft Office, Microsoft Excel, Series 7, Series 63, Equity Trading, Middle Office, Bloomberg, Asset Allocation
Education
Providence College 2009 — 2012
Bachelor of Science, Finance
Stevens Institute of Technology 2008 — 2009
Business & Technology, Finance
Christian Brothers Academy 2004 — 2008
High School Diploma
Jagan Srinivasan Jagan Srinivasan's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
TD November 2014 - December 2014
Merrill Lynch May 2011 - November 2014
Pfizer September 2003 - April 2011
Pfizer October 2000 - September 2003
Skills
Wealth Management, Project Management, IT Business Strategy, Business Analytics, IT Strategy, Strategic Planning, Requirements Analysis, Big Data, MongoDB, Solution Architecture, Informatica, ETL, Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Master Data Management, SDLC, PL/SQL, Oracle, Data Quality, Business Analysis, Systems Analysis, Enterprise Architecture, Data Migration, Integration
Education
PSG College of Technology 1996 — 1998
Master of Engineering (M.Eng.), Communication Systems
Adhiyamaan 1991 — 1995
Bachelors in Engineering, Electrical, Electronics and Communications Engineering
Morgan Stanley January 2015 - Present
TD November 2014 - December 2014
Merrill Lynch May 2011 - November 2014
Pfizer September 2003 - April 2011
Pfizer October 2000 - September 2003
Skills
Wealth Management, Project Management, IT Business Strategy, Business Analytics, IT Strategy, Strategic Planning, Requirements Analysis, Big Data, MongoDB, Solution Architecture, Informatica, ETL, Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Master Data Management, SDLC, PL/SQL, Oracle, Data Quality, Business Analysis, Systems Analysis, Enterprise Architecture, Data Migration, Integration
Education
PSG College of Technology 1996 — 1998
Master of Engineering (M.Eng.), Communication Systems
Adhiyamaan 1991 — 1995
Bachelors in Engineering, Electrical, Electronics and Communications Engineering
Brendan Ryan Brendan Ryan's Morgan Stanley Experience November 2009 - February 2011
Job Territory Manager at Fujifilm Sonosite
Industry Medical Devices
Experience
FUJIFILM SonoSite, Inc. July 2014 - Present
GE Healthcare March 2012 - July 2014
GE Healthcare February 2011 - March 2012
Morgan Stanley November 2009 - February 2011
GE Asset Management October 2007 - November 2009
Morgan Keegan June 2006 - August 2006
Kemper Sports Management May 2006 - June 2006
Skills
Portfolio Management, Salesforce.com, Cold Calling, Financial Analysis, Sales, Strategy, Territory Penetration, Territory Development, Territory..., Territory Account..., Medical Devices, Medical Billing, Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Ultrasound, Medical Ultrasound, Diagnostic Ultrasound, Women's Health, Urology, Management, Sales Operations, Microsoft Office, Microsoft Excel, Account Management, PowerPoint, Leadership, Healthcare, Public Speaking, Product Launch, Capital Equipment
Education
Providence College 2003 — 2007
BS, Business Management
FUJIFILM SonoSite, Inc. July 2014 - Present
GE Healthcare March 2012 - July 2014
GE Healthcare February 2011 - March 2012
Morgan Stanley November 2009 - February 2011
GE Asset Management October 2007 - November 2009
Morgan Keegan June 2006 - August 2006
Kemper Sports Management May 2006 - June 2006
Skills
Portfolio Management, Salesforce.com, Cold Calling, Financial Analysis, Sales, Strategy, Territory Penetration, Territory Development, Territory..., Territory Account..., Medical Devices, Medical Billing, Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Ultrasound, Medical Ultrasound, Diagnostic Ultrasound, Women's Health, Urology, Management, Sales Operations, Microsoft Office, Microsoft Excel, Account Management, PowerPoint, Leadership, Healthcare, Public Speaking, Product Launch, Capital Equipment
Education
Providence College 2003 — 2007
BS, Business Management
Terence Hardy's Morgan Stanley Experience November 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Environmental Services
Experience
Morgan Stanley November 2014 - Present
Miller & Chevalier Chartered May 2013 - August 2014
ENVIRON April 2011 - May 2013
Joseph, Greenwald & Laake, P.A. June 2009 - April 2011
Skills
Microsoft Excel, Financial Modeling, Due Diligence, Financial Analysis, Investments, Financial Reporting, Economics, Analysis, Finance, Risk Management, Auditing
Education
Providence College
BS, Finance
Gonzaga High School
Morgan Stanley November 2014 - Present
Miller & Chevalier Chartered May 2013 - August 2014
ENVIRON April 2011 - May 2013
Joseph, Greenwald & Laake, P.A. June 2009 - April 2011
Skills
Microsoft Excel, Financial Modeling, Due Diligence, Financial Analysis, Investments, Financial Reporting, Economics, Analysis, Finance, Risk Management, Auditing
Education
Providence College
BS, Finance
Gonzaga High School
Brendan Carroll's Morgan Stanley Experience July 2013 - August 2013
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Pendulum Capital Markets May 2015 - Present
Morgan Stanley July 2013 - August 2013
Skills
Capital Markets, Equities, Finance, Financial Advisory, Valuation, Wealth Management
Education
Providence College 2012 — 2016
Finance and Economics, Sophomore
Don Bosco Prepatory High School 2008 — 2012
Pendulum Capital Markets May 2015 - Present
Morgan Stanley July 2013 - August 2013
Skills
Capital Markets, Equities, Finance, Financial Advisory, Valuation, Wealth Management
Education
Providence College 2012 — 2016
Finance and Economics, Sophomore
Don Bosco Prepatory High School 2008 — 2012
Sara Slifka Sara Slifka's Morgan Stanley Experience July 2007 - December 2013
Job Loxo Oncology Sr. Director, Operations
Industry Biotechnology
Experience
Loxo Oncology December 2013 - Present
Morgan Stanley July 2007 - December 2013
Skills
Equity Research, Bloomberg, Equities, Equity Valuation, Valuation, Series 7, Financial Modeling, Capital IQ, Alternative Investments, Portfolio Management, Emerging Markets, Due Diligence, Venture Capital, Private Equity, Corporate Development
Education
Princeton University 2003 — 2007
BA, Molecular Biology, Neuroscience
Loxo Oncology December 2013 - Present
Morgan Stanley July 2007 - December 2013
Skills
Equity Research, Bloomberg, Equities, Equity Valuation, Valuation, Series 7, Financial Modeling, Capital IQ, Alternative Investments, Portfolio Management, Emerging Markets, Due Diligence, Venture Capital, Private Equity, Corporate Development
Education
Princeton University 2003 — 2007
BA, Molecular Biology, Neuroscience
Kristen Marx Kristen Marx's Morgan Stanley Experience May 2014 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - May 2014
Goldman Sachs Asset Management December 1998 - July 2002
Goldman, Sachs & Co., Equities Division January 1994 - December 1998
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Capital Markets, Portfolio Management, Alternative Investments, Bloomberg, Financial Modeling, Securities, Series 63, PowerPoint, Derivatives, Series 7, Financial Services, Valuation, Public Speaking, Strategic Planning, Investment Banking
Education
Providence College 1987 — 1991
Bachelor of Arts (B.A.), Sociology
Providence College 1987 — 1991
Bachelor of Arts (B.A.), Sociology
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - May 2014
Goldman Sachs Asset Management December 1998 - July 2002
Goldman, Sachs & Co., Equities Division January 1994 - December 1998
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Capital Markets, Portfolio Management, Alternative Investments, Bloomberg, Financial Modeling, Securities, Series 63, PowerPoint, Derivatives, Series 7, Financial Services, Valuation, Public Speaking, Strategic Planning, Investment Banking
Education
Providence College 1987 — 1991
Bachelor of Arts (B.A.), Sociology
Providence College 1987 — 1991
Bachelor of Arts (B.A.), Sociology
Medha Ranka Medha Ranka's Morgan Stanley Experience June 2014 - August 2014
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Reliance Retail June 2012 - August 2012
Innovative Scheduling June 2010 - August 2010
Skills
Java, R, Microsoft Excel, PowerPoint, Microsoft Word, Hindi, Optimization, Probability Theory, Programming, Statistics, Bhangra
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering, Certificates: Finance, Applications of Computing
Eastside High School 2007 — 2011
High School Diploma
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Reliance Retail June 2012 - August 2012
Innovative Scheduling June 2010 - August 2010
Skills
Java, R, Microsoft Excel, PowerPoint, Microsoft Word, Hindi, Optimization, Probability Theory, Programming, Statistics, Bhangra
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering, Certificates: Finance, Applications of Computing
Eastside High School 2007 — 2011
High School Diploma
Dan Higgins Dan Higgins's Morgan Stanley Experience January 2001 - January 2005
Job Account Executive International Group Program at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
Kemper Investors September 2008 - November 2013
UBS Financial 2005 2005 - 2008
Morgan Stanley January 2001 - January 2005
FleetBoston Financial January 2000 - January 2001
Skills
Wealth Transfer, Retirement Solutions, Strategy Development, Retirement Planning, Annuities, Cross Selling, Series 7, Asset Allocation, Alternative Investments, Options, Series 63, 401k, Fixed Income, Estate Planning, Hedge Funds, ETFs, Insurance, Private Banking, Bonds, Employee Benefits, Mutual Funds, Financial Advisory, Banking, Institutional, Wealth Management, Investment Strategies, Sales Management
Education
Providence College 1985 — 1989
Bus Admin, Finance
Belmont High 1981 — 1985
John Hancock Financial Services November 2013 - Present
Kemper Investors September 2008 - November 2013
UBS Financial 2005 2005 - 2008
Morgan Stanley January 2001 - January 2005
FleetBoston Financial January 2000 - January 2001
Skills
Wealth Transfer, Retirement Solutions, Strategy Development, Retirement Planning, Annuities, Cross Selling, Series 7, Asset Allocation, Alternative Investments, Options, Series 63, 401k, Fixed Income, Estate Planning, Hedge Funds, ETFs, Insurance, Private Banking, Bonds, Employee Benefits, Mutual Funds, Financial Advisory, Banking, Institutional, Wealth Management, Investment Strategies, Sales Management
Education
Providence College 1985 — 1989
Bus Admin, Finance
Belmont High 1981 — 1985
Elizabeth Cummings Elizabeth Cummings's Morgan Stanley Experience August 2005 - October 2010
Job Vice President at Citi, Program Management
Industry Financial Services
Experience
Citi October 2010 - Present
Morgan Stanley August 2005 - October 2010
Education
Providence College 1998 — 2002
Bachelor of Arts (B.A.), American Studies and Public Finance
Citi October 2010 - Present
Morgan Stanley August 2005 - October 2010
Education
Providence College 1998 — 2002
Bachelor of Arts (B.A.), American Studies and Public Finance
Hans Reese, CFP®, CRPC®, AAMS® Hans Reese, CFP®, CRPC®, AAMS®'s Morgan Stanley Experience September 2003 - February 2006
Job President at New Stage Investment Group
Industry Financial Services
Experience
New Stage Investment Group June 2013 - Present
LPL Financial February 2006 - May 2013
Morgan Stanley September 2003 - February 2006
Merrill Lynch December 2000 - August 2003
Embark Corporation January 2000 - December 2000
Emery Worldwide April 1996 - January 2000
Skills
Independent Financial..., Thought Leadership, Fee Based Investing, Conflict Free Advice, Social Security Planning, Tax Advantaged Investing, Financial Planning, Family Wealth Management, Wealth Preservation..., Sector Investing, Investment Risk..., Investment Policy..., Investment Performance..., Portfolio Review, Portfolio..., Portfolio Optimization, Portfolio Management, Investment Selection, Hourly Financial Advice, Executive Financial..., Retirement Planning, Estate Planning, Retirement Income, Retirement Savings, IRA, Roth IRA, 401k Rollovers, College Savings, Stocks & Bonds, Fixed Income Investing, Mutual Funds, Life Insurance, Annuity review, Company Retirement Plans, Public Speaking, Investor Education
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration, International Business
Punahou School
College of Fiancial Planning
New Stage Investment Group June 2013 - Present
LPL Financial February 2006 - May 2013
Morgan Stanley September 2003 - February 2006
Merrill Lynch December 2000 - August 2003
Embark Corporation January 2000 - December 2000
Emery Worldwide April 1996 - January 2000
Skills
Independent Financial..., Thought Leadership, Fee Based Investing, Conflict Free Advice, Social Security Planning, Tax Advantaged Investing, Financial Planning, Family Wealth Management, Wealth Preservation..., Sector Investing, Investment Risk..., Investment Policy..., Investment Performance..., Portfolio Review, Portfolio..., Portfolio Optimization, Portfolio Management, Investment Selection, Hourly Financial Advice, Executive Financial..., Retirement Planning, Estate Planning, Retirement Income, Retirement Savings, IRA, Roth IRA, 401k Rollovers, College Savings, Stocks & Bonds, Fixed Income Investing, Mutual Funds, Life Insurance, Annuity review, Company Retirement Plans, Public Speaking, Investor Education
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration, International Business
Punahou School
College of Fiancial Planning
Costello, Kim Costello, Kim's Morgan Stanley Experience October 2002 - July 2007
Job Vice President at GE Asset Management
Industry Investment Management
Experience
GE July 2007 - Present
Morgan Stanley October 2002 - July 2007
Kirkpatrick & Lockhart Preston Gates Ellis 1997 - 2002
Education
Saint Louis University School of Law 1995 — 1998
Principia College 1989 — 1993
BA, English, Communications, Political Science
GE July 2007 - Present
Morgan Stanley October 2002 - July 2007
Kirkpatrick & Lockhart Preston Gates Ellis 1997 - 2002
Education
Saint Louis University School of Law 1995 — 1998
Principia College 1989 — 1993
BA, English, Communications, Political Science
Stephen J. Maresca, CFA's Morgan Stanley Experience August 2008 - July 2014
Job Managing Director Equity Research Analyst at Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC July 2014 - Present
Morgan Stanley August 2008 - July 2014
UBS September 2001 - June 2008
UBS / PaineWebber September 1998 - September 2001
PaineWebber August 1997 - September 1998
Skills
Investment Banking, Energy, Equity Research, Natural Gas, Midstream, Gas, Financial Modeling, Valuation, Petroleum, Equities, Series 7, Due Diligence, Capital Markets, Pipelines, Financial Analysis, Corporate Finance, IPO
Education
Providence College 1993 — 1997
BS, Accounting
Byram Hills High School 1989 — 1993
Jennison Associates LLC July 2014 - Present
Morgan Stanley August 2008 - July 2014
UBS September 2001 - June 2008
UBS / PaineWebber September 1998 - September 2001
PaineWebber August 1997 - September 1998
Skills
Investment Banking, Energy, Equity Research, Natural Gas, Midstream, Gas, Financial Modeling, Valuation, Petroleum, Equities, Series 7, Due Diligence, Capital Markets, Pipelines, Financial Analysis, Corporate Finance, IPO
Education
Providence College 1993 — 1997
BS, Accounting
Byram Hills High School 1989 — 1993
Olivia Sayvetz Olivia Sayvetz's Morgan Stanley Experience June 2014 - August 2014
Job Princeton University
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
NYC Economic Development Corporation June 2013 - August 2013
Protagonist LLC August 2012 - September 2012
NYC Department of Small Business Services June 2012 - August 2012
Skills
Social Media, Market Research, Business Development, PowerPoint, Microsoft Office, Microsoft Excel, Policy Analysis, Competitive Analysis, Entrepreneurship, Analysis, Finance, R, Report Writing, Geospatial Modeling, Valuation, Stata, Bloomberg, Data Analysis, Capital IQ, Matlab, ArcGIS, Correlation Analysis
Education
Princeton University 2011 — 2015
Bachelor's Degree, Woodrow Wilson School of Public and International Affairs; Environmental Studies
Vashon High School 2007 — 2011
Morgan Stanley June 2014 - August 2014
NYC Economic Development Corporation June 2013 - August 2013
Protagonist LLC August 2012 - September 2012
NYC Department of Small Business Services June 2012 - August 2012
Skills
Social Media, Market Research, Business Development, PowerPoint, Microsoft Office, Microsoft Excel, Policy Analysis, Competitive Analysis, Entrepreneurship, Analysis, Finance, R, Report Writing, Geospatial Modeling, Valuation, Stata, Bloomberg, Data Analysis, Capital IQ, Matlab, ArcGIS, Correlation Analysis
Education
Princeton University 2011 — 2015
Bachelor's Degree, Woodrow Wilson School of Public and International Affairs; Environmental Studies
Vashon High School 2007 — 2011
Yohei Shoji Yohei Shoji's Morgan Stanley Experience June 2012 - Present
Job Equities Sales & Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Education
Princeton University 2008 — 2012
Morgan Stanley June 2012 - Present
Education
Princeton University 2008 — 2012
Hank Kenary Hank Kenary's Morgan Stanley Experience June 2013 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley June 2013 - Present
Education
Providence College 2009 — 2013
Bachelors degree in Science
Saint John's High School Shrewsbury, MA 2005 — 2009
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley June 2013 - Present
Education
Providence College 2009 — 2013
Bachelors degree in Science
Saint John's High School Shrewsbury, MA 2005 — 2009
Tyler Salatto's Morgan Stanley Experience March 2015 - Present
Job Finance Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Radio Frequency Systems June 2013 - August 2014
Education
Quinnipiac University 2014 — 2016
Master of Business Administration (M.B.A.)
Providence College 2010 — 2014
Bachelor of Science (BS), Accounting
Morgan Stanley March 2015 - Present
Radio Frequency Systems June 2013 - August 2014
Education
Quinnipiac University 2014 — 2016
Master of Business Administration (M.B.A.)
Providence College 2010 — 2014
Bachelor of Science (BS), Accounting
Tom Clarkson Tom Clarkson's Morgan Stanley Experience June 2009 - May 2011
Job
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
United States Marine Corps March 2007 - June 2015
Morgan Stanley Alternative Investment Partners May 2011 - May 2015
Morgan Stanley June 2009 - May 2011
United States Marine Corps May 1995 - February 2007
Skills
Alternative Investments, Valuation, Private Equity, Equities, Financial Modeling, Capital Markets, Investments, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Asset Management, Economics, Strategy, Financial Markets, Securities, Series 7, Asset Allocation, Corporate Finance, Fixed Income, Venture Capital, Emerging Markets, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Princeton University 1991 — 1995
AB
Bolles 1989 — 1991
Milton Academy 1987 — 1989
Dimensional Fund Advisors June 2015 - Present
United States Marine Corps March 2007 - June 2015
Morgan Stanley Alternative Investment Partners May 2011 - May 2015
Morgan Stanley June 2009 - May 2011
United States Marine Corps May 1995 - February 2007
Skills
Alternative Investments, Valuation, Private Equity, Equities, Financial Modeling, Capital Markets, Investments, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Asset Management, Economics, Strategy, Financial Markets, Securities, Series 7, Asset Allocation, Corporate Finance, Fixed Income, Venture Capital, Emerging Markets, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Princeton University 1991 — 1995
AB
Bolles 1989 — 1991
Milton Academy 1987 — 1989
Chris Lindon Chris Lindon's Morgan Stanley Experience November 1988 - Present
Job Executive Director at Morgan Stanley Wealth Management, Regional Business Service Officer
Industry Financial Services
Experience
Morgan Stanley November 1988 - Present
Smith Barney November 1982 - November 1988
Education
Providence College 1977 — 1981
Bachelor of Science (B.S.), Accounting
Morgan Stanley November 1988 - Present
Smith Barney November 1982 - November 1988
Education
Providence College 1977 — 1981
Bachelor of Science (B.S.), Accounting
Nikhil Pereira-Kamath Nikhil Pereira-Kamath's Morgan Stanley Experience June 2010 - July 2012
Job Founder, Director & CEO at Africa Healthcare Network
Industry Venture Capital & Private Equity
Experience
Africa Healthcare Network Rwanda Limited July 2015 - Present
Africa Healthcare Network June 2015 - Present
Harvard Business School August 2014 - Present
Berkshire Partners July 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Oxford Bioscience Partners June 2007 - August 2007
Skills
Corporate Finance, Finance, Accounting, Financial Accounting, Due Diligence, Operational Due..., Microsoft Word, Microsoft Excel, PowerPoint, Visual Basic, Strategy, Management Consulting, IPO, Financial Analysis, Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Data Analysis, Venture Capital, Investments
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Princeton University 2006 — 2010
B.A., Economics, Finance, Magna Cum Laude
Africa Healthcare Network Rwanda Limited July 2015 - Present
Africa Healthcare Network June 2015 - Present
Harvard Business School August 2014 - Present
Berkshire Partners July 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Oxford Bioscience Partners June 2007 - August 2007
Skills
Corporate Finance, Finance, Accounting, Financial Accounting, Due Diligence, Operational Due..., Microsoft Word, Microsoft Excel, PowerPoint, Visual Basic, Strategy, Management Consulting, IPO, Financial Analysis, Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Data Analysis, Venture Capital, Investments
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Princeton University 2006 — 2010
B.A., Economics, Finance, Magna Cum Laude
Todd Mitty Todd Mitty's Morgan Stanley Experience June 2000 - March 2005
Job President at Sagacital Inc.
Industry Investment Banking
Experience
Sagacital Inc. May 2015 - Present
The Warren Street Condominium January 2009 - Present
Credit Suisse June 2010 - April 2015
Bank of America Merrill Lynch November 2009 - May 2010
Lone Peak Partners Management LP October 2008 - May 2009
Merrill Lynch March 2005 - September 2008
Morgan Stanley June 2000 - March 2005
US Interactive, Inc. March 1999 - May 2000
Invengen LLC January 1998 - March 1999
NetDox, Inc. July 1995 - January 1998
Education
Princeton University 1987 — 1993
Ph.D.; M.A.
Rensselaer Polytechnic Institute 1983 — 1987
MS; BS
Sagacital Inc. May 2015 - Present
The Warren Street Condominium January 2009 - Present
Credit Suisse June 2010 - April 2015
Bank of America Merrill Lynch November 2009 - May 2010
Lone Peak Partners Management LP October 2008 - May 2009
Merrill Lynch March 2005 - September 2008
Morgan Stanley June 2000 - March 2005
US Interactive, Inc. March 1999 - May 2000
Invengen LLC January 1998 - March 1999
NetDox, Inc. July 1995 - January 1998
Education
Princeton University 1987 — 1993
Ph.D.; M.A.
Rensselaer Polytechnic Institute 1983 — 1987
MS; BS
Joanna Lorenzon Joanna Lorenzon's Morgan Stanley Experience October 1999 - July 2003
Job Senior Director of U.S. Lease Administration at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer July 2003 - Present
Morgan Stanley October 1999 - July 2003
Skills
Leases, Lease Administration, Real Estate, Property Management, Due Diligence, Tenant, Disposition
Education
Providence College 1991 — 1995
Business Management, Finance
Tishman Speyer July 2003 - Present
Morgan Stanley October 1999 - July 2003
Skills
Leases, Lease Administration, Real Estate, Property Management, Due Diligence, Tenant, Disposition
Education
Providence College 1991 — 1995
Business Management, Finance
Daniel P. Gleason, CFP® Daniel P. Gleason, CFP®'s Morgan Stanley Experience April 2005 - May 2006
Job Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Priya Krishnan Priya Krishnan's Morgan Stanley Experience June 2015 - August 2015
Job Student at Princeton University
Industry
Experience
Morgan Stanley June 2015 - August 2015
The White House May 2014 - August 2014
Autism Speaks December 2010 - July 2014
Fairfax Collegiate, LLC July 2013 - August 2013
Skills
Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Marketing Consulting, Program Management, International Relations, Java, Leadership
Education
Princeton University 2012 — 2016
Bachelor of Arts (A.B.), Woodrow Wilson School for Public Policy and International Affairs
Thomas Jefferson High School for Science and Technology 2008 — 2012
Morgan Stanley June 2015 - August 2015
The White House May 2014 - August 2014
Autism Speaks December 2010 - July 2014
Fairfax Collegiate, LLC July 2013 - August 2013
Skills
Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Marketing Consulting, Program Management, International Relations, Java, Leadership
Education
Princeton University 2012 — 2016
Bachelor of Arts (A.B.), Woodrow Wilson School for Public Policy and International Affairs
Thomas Jefferson High School for Science and Technology 2008 — 2012
Susan Hu Susan Hu's Morgan Stanley Experience 2011 - 2013
Job Analyst at Maverick Capital
Industry Mechanical or Industrial Engineering
Experience
Maverick Capital July 2013 - Present
Morgan Stanley 2011 - 2013
The Midway Group, L.P. June 2009 - August 2009
Princeton in Beijing June 2008 - August 2008
Research Science Institute June 2006 - August 2006
UNICEF June 2005 - July 2005
Education
Princeton University 2007 — 2011
B.S.E, Operations Research and Financial Engineering
RSI
Maverick Capital July 2013 - Present
Morgan Stanley 2011 - 2013
The Midway Group, L.P. June 2009 - August 2009
Princeton in Beijing June 2008 - August 2008
Research Science Institute June 2006 - August 2006
UNICEF June 2005 - July 2005
Education
Princeton University 2007 — 2011
B.S.E, Operations Research and Financial Engineering
RSI
Bob Doctor, CFA Bob Doctor, CFA's Morgan Stanley Experience March 2013 - Present
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2013 - Present
Stephens Inc. August 2011 - March 2013
Penn Capital Management August 2010 - August 2011
Education
Providence College
Economics
Morgan Stanley March 2013 - Present
Stephens Inc. August 2011 - March 2013
Penn Capital Management August 2010 - August 2011
Education
Providence College
Economics
Tyler Hassen Tyler Hassen's Morgan Stanley Experience July 2005 - August 2008
Job Chief Financial Officer
Industry Oil & Energy
Experience
Basin Holdings August 2008 - Present
Basin Supply June 2010 - December 2012
Morgan Stanley July 2005 - August 2008
Education
Deerfield Academy
Princeton University
AB, Politics
Basin Holdings August 2008 - Present
Basin Supply June 2010 - December 2012
Morgan Stanley July 2005 - August 2008
Education
Deerfield Academy
Princeton University
AB, Politics
Scott Taber's Morgan Stanley Experience September 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Bank of Hawaii June 2015 - August 2015
Bank of Hawaii June 2014 - June 2015
Kokua Market May 2013 - February 2014
Leahi Swim School June 2008 - August 2009
Skills
Leadership, Public Speaking, Microsoft Excel, Finance, Portfolio Management, Investments, Microsoft Office, Financial Analysis, Teamwork, Equity Valuation, Team Leadership, Research, Customer Service, Economics, Data Analysis, Management, Event Planning, Microsoft Word, PowerPoint, Strategic Planning, Financial Modeling, Social Media, Sales, Social Networking, Facebook, Marketing, Analysis, Office Administration, Computer Science, Time Management, Web Design, Information Technology, Team Building, English, Project Finance, R, Communication, Project Planning
Education
University of Hawaii - Shidler College of Business 2011 — 2015
Bachelor’s Degree, Finance, International Business
University of Hawaii at Manoa 2011 — 2015
Bachelor’s Degree, Economics
University of Roehampton 2013 — 2013
Bachelor's Degree, International Finance
Punahou School 2004 — 2010
High School
Morgan Stanley September 2015 - Present
Bank of Hawaii June 2015 - August 2015
Bank of Hawaii June 2014 - June 2015
Kokua Market May 2013 - February 2014
Leahi Swim School June 2008 - August 2009
Skills
Leadership, Public Speaking, Microsoft Excel, Finance, Portfolio Management, Investments, Microsoft Office, Financial Analysis, Teamwork, Equity Valuation, Team Leadership, Research, Customer Service, Economics, Data Analysis, Management, Event Planning, Microsoft Word, PowerPoint, Strategic Planning, Financial Modeling, Social Media, Sales, Social Networking, Facebook, Marketing, Analysis, Office Administration, Computer Science, Time Management, Web Design, Information Technology, Team Building, English, Project Finance, R, Communication, Project Planning
Education
University of Hawaii - Shidler College of Business 2011 — 2015
Bachelor’s Degree, Finance, International Business
University of Hawaii at Manoa 2011 — 2015
Bachelor’s Degree, Economics
University of Roehampton 2013 — 2013
Bachelor's Degree, International Finance
Punahou School 2004 — 2010
High School
Frank Benoit's Morgan Stanley Experience September 2009 - December 2009
Job Supply Chain Contract and Cost Analyst
Industry Logistics and Supply Chain
Experience
St. Francis Hospital October 2013 - Present
St. Francis Hospital October 2011 - September 2013
United Technologies April 2011 - September 2011
Aetna January 2011 - April 2011
Hamilton Sundstrand May 2010 - September 2010
Morgan Stanley September 2009 - December 2009
Campus Connect September 2009 - December 2009
St. Francis Hospital and Medical Center May 2009 - August 2009
Skills
Access, PowerPoint, Microsoft Word, HFM, Financial Analysis, Integration, PeopleSoft, Microsoft Excel, Financial Reporting, Forecasting, ICD-10, Finance, Budgets, Insurance, Time Management, Analysis, Marketing, Leadership, Process Improvement, Sales, Data Analysis, Healthcare, Accounting, Business Process, Investments, Outlook, Cost Accounting, Risk Management, Auditing, Financial Modeling, General Ledger, Cash Flow Forecasting, Wealth Management, Invoicing, Nonprofits, Business Process..., Critical Thinking, Business Development, Cash Flow, Revenue Recognition, Corporate Finance, Internal Controls, QuickBooks, Managerial Finance, Strategic Financial..., Microsoft Office, Business Analysis, Account Reconciliation, Hyperion Enterprise, Sarbanes-Oxley Act
Education
Quinnipiac University 2013 — 2015
MBA, Logistics, Materials, and Supply Chain Management
Providence College 2006 — 2010
Bachelor of Science, Finance
St. Francis Hospital October 2013 - Present
St. Francis Hospital October 2011 - September 2013
United Technologies April 2011 - September 2011
Aetna January 2011 - April 2011
Hamilton Sundstrand May 2010 - September 2010
Morgan Stanley September 2009 - December 2009
Campus Connect September 2009 - December 2009
St. Francis Hospital and Medical Center May 2009 - August 2009
Skills
Access, PowerPoint, Microsoft Word, HFM, Financial Analysis, Integration, PeopleSoft, Microsoft Excel, Financial Reporting, Forecasting, ICD-10, Finance, Budgets, Insurance, Time Management, Analysis, Marketing, Leadership, Process Improvement, Sales, Data Analysis, Healthcare, Accounting, Business Process, Investments, Outlook, Cost Accounting, Risk Management, Auditing, Financial Modeling, General Ledger, Cash Flow Forecasting, Wealth Management, Invoicing, Nonprofits, Business Process..., Critical Thinking, Business Development, Cash Flow, Revenue Recognition, Corporate Finance, Internal Controls, QuickBooks, Managerial Finance, Strategic Financial..., Microsoft Office, Business Analysis, Account Reconciliation, Hyperion Enterprise, Sarbanes-Oxley Act
Education
Quinnipiac University 2013 — 2015
MBA, Logistics, Materials, and Supply Chain Management
Providence College 2006 — 2010
Bachelor of Science, Finance
Lillian Cartwright's Morgan Stanley Experience June 2013 - August 2013
Job Marketing Associate, Revenue Team at Craftsy
Industry Financial Services
Experience
Craftsy May 2015 - Present
Wright Economics September 2014 - April 2015
Columbia University in the City of New York July 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Caine Mitter & Associates June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Skills
Microeconomics, Hedge Funds, Econometrics, Statistics, Macroeconomics, Bloomberg, Financial Modeling, Economics, Analysis
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics
University College London, U. of London 2013 — 2013
Study Abroad, Economics
Severn
Craftsy May 2015 - Present
Wright Economics September 2014 - April 2015
Columbia University in the City of New York July 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Caine Mitter & Associates June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Skills
Microeconomics, Hedge Funds, Econometrics, Statistics, Macroeconomics, Bloomberg, Financial Modeling, Economics, Analysis
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics
University College London, U. of London 2013 — 2013
Study Abroad, Economics
Severn
Peter Daneker Peter Daneker's Morgan Stanley Experience July 1995 - July 1997
Job Managing Director at Blue Ridge Capital
Industry Financial Services
Experience
Harlem RBI 1998 - Present
Blue Ridge Capital July 1997 - Present
Morgan Stanley July 1995 - July 1997
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
Princeton University 1991 — 1995
Bachelor's degree
Harlem RBI 1998 - Present
Blue Ridge Capital July 1997 - Present
Morgan Stanley July 1995 - July 1997
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
Princeton University 1991 — 1995
Bachelor's degree
Peter Quinzio Peter Quinzio's Morgan Stanley Experience 2009 - 2012
Job Founder at Notable Labs
Industry Biotechnology
Experience
Notable Labs 2014 - Present
Tesla Motors 2012 - 2014
Morgan Stanley 2009 - 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2007 - 2008
Education
Princeton University 2003 — 2007
Notable Labs 2014 - Present
Tesla Motors 2012 - 2014
Morgan Stanley 2009 - 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2007 - 2008
Education
Princeton University 2003 — 2007
Robert Chung Robert Chung's Morgan Stanley Experience May 2006 - February 2011
Job Managing Principal and Portfolio Manager at Arc Capital Management, LLC
Industry Investment Management
Experience
Arc Capital Management, LLC January 2012 - Present
Tri-Net Technology, Inc. February 2011 - Present
TLRE Capital Partners July 2011 - January 2012
Morgan Stanley May 2006 - February 2011
Merrill Lynch May 2003 - August 2003
Skills
Equities, Fixed Income, Investments, Portfolio Management, Stocks, Options, Institutional, Alternative Investments, Bloomberg, Investment Strategies, Series 7, Hedge Funds, Asset Allocation, Series 63, Asset Management, Mutual Funds, Hedging, Trading, Wealth Management, Securities, Financial Analysis, Due Diligence, Economics, Asset, Fund Of Funds, Equity Research, Financial Markets, Investment Management, Investment Advisory, Financial Advisory, Finance, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management
Yale University 2002 — 2006
Bachelor of Arts, Economics and History, Cum Laude
Princeton University 2003 — 2003
Princeton-in-Ishikawa Program, Japanese
Arc Capital Management, LLC January 2012 - Present
Tri-Net Technology, Inc. February 2011 - Present
TLRE Capital Partners July 2011 - January 2012
Morgan Stanley May 2006 - February 2011
Merrill Lynch May 2003 - August 2003
Skills
Equities, Fixed Income, Investments, Portfolio Management, Stocks, Options, Institutional, Alternative Investments, Bloomberg, Investment Strategies, Series 7, Hedge Funds, Asset Allocation, Series 63, Asset Management, Mutual Funds, Hedging, Trading, Wealth Management, Securities, Financial Analysis, Due Diligence, Economics, Asset, Fund Of Funds, Equity Research, Financial Markets, Investment Management, Investment Advisory, Financial Advisory, Finance, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management
Yale University 2002 — 2006
Bachelor of Arts, Economics and History, Cum Laude
Princeton University 2003 — 2003
Princeton-in-Ishikawa Program, Japanese
Justin Proto's Morgan Stanley Experience July 2013 - June 2014
Job Claims Analyst at Travelers
Industry Marketing and Advertising
Experience
Travelers June 2014 - Present
Morgan Stanley July 2013 - June 2014
Skills
Qualtrics, SPSS, Strategic Communications, Marketing Research, Social Media Marketing, Google Analytics, Research Design, Social Media, Data Analysis, Facebook, Social Networking, Customer Service, Event Planning, Lead Generation, Marketing, PowerPoint, Microsoft Excel, Microsoft Word
Education
Providence College 2009 — 2013
Bachelor of Science (BS), Marketing
Providence College 2009 — 2013
Bachelors of Science in Marketing
Travelers June 2014 - Present
Morgan Stanley July 2013 - June 2014
Skills
Qualtrics, SPSS, Strategic Communications, Marketing Research, Social Media Marketing, Google Analytics, Research Design, Social Media, Data Analysis, Facebook, Social Networking, Customer Service, Event Planning, Lead Generation, Marketing, PowerPoint, Microsoft Excel, Microsoft Word
Education
Providence College 2009 — 2013
Bachelor of Science (BS), Marketing
Providence College 2009 — 2013
Bachelors of Science in Marketing
Ryan Feeney Ryan Feeney's Morgan Stanley Experience June 2003 - September 2009
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2009 - Present
Goldman Sachs September 2009 - December 2012
Morgan Stanley June 2003 - September 2009
Skills
Equities, Financial Modeling, Hedge Funds, Trading, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Structured Products, Asset Management
Education
Princeton University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Goldman Sachs September 2009 - Present
Goldman Sachs September 2009 - December 2012
Morgan Stanley June 2003 - September 2009
Skills
Equities, Financial Modeling, Hedge Funds, Trading, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Structured Products, Asset Management
Education
Princeton University 1999 — 2003
Bachelor of Arts (B.A.), Economics
John Rogers, CFP® John Rogers, CFP®'s Morgan Stanley Experience June 1996 - November 2005
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Smith Barney November 2005 - June 2009
Morgan Stanley June 1996 - November 2005
Education
Providence College 1992 — 1996
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. June 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Smith Barney November 2005 - June 2009
Morgan Stanley June 1996 - November 2005
Education
Providence College 1992 — 1996
Bachelor of Science, Finance
Shern Frederick's Morgan Stanley Experience August 2013 - June 2014
Job Energy Banking
Industry Financial Services
Experience
Citi June 2014 - Present
Morgan Stanley August 2013 - June 2014
The World Bank May 2009 - May 2011
JPMorgan July 2007 - May 2009
JPMorgan April 2006 - July 2007
Calpine Merchant Services Company June 2005 - April 2006
Skills
Latin America, International..., Renewable Energy, Energy, Finance, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Investments, Project Finance, Hedging, Commodity Markets, Venture Capital, Portfolio Management, Hedge Funds, Capital Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Multinational Management
Princeton University 2001 — 2005
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Citi June 2014 - Present
Morgan Stanley August 2013 - June 2014
The World Bank May 2009 - May 2011
JPMorgan July 2007 - May 2009
JPMorgan April 2006 - July 2007
Calpine Merchant Services Company June 2005 - April 2006
Skills
Latin America, International..., Renewable Energy, Energy, Finance, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Investments, Project Finance, Hedging, Commodity Markets, Venture Capital, Portfolio Management, Hedge Funds, Capital Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Multinational Management
Princeton University 2001 — 2005
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Remi Meehan Remi Meehan's Morgan Stanley Experience June 2010 - Present
Job Credit Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Skills
Bonds, Investments
Education
Princeton University
A.B., Woodrow Wilson School
Morgan Stanley June 2010 - Present
Skills
Bonds, Investments
Education
Princeton University
A.B., Woodrow Wilson School
Yiyue Wu Yiyue Wu's Morgan Stanley Experience February 2013 - November 2014
Job Quantitative Researcher at Two Sigma
Industry Investment Banking
Experience
Two Sigma December 2014 - Present
Morgan Stanley February 2013 - November 2014
UBS Investment Bank July 2011 - January 2013
Princeton University September 2006 - June 2011
Belll Labs June 2010 - August 2010
Qualcomm 2009 - 2009
Skills
Statistical Modeling, Signal Processing, Risk Management, Trading, Matlab, Options, Analysis, Quantitative Finance, Statistics, Algorithms
Education
Princeton University 2006 — 2011
PhD, Electrical Engineering
Shanghai Jiao Tong University 2002 — 2006
B.S., Electrical Engineering
Two Sigma December 2014 - Present
Morgan Stanley February 2013 - November 2014
UBS Investment Bank July 2011 - January 2013
Princeton University September 2006 - June 2011
Belll Labs June 2010 - August 2010
Qualcomm 2009 - 2009
Skills
Statistical Modeling, Signal Processing, Risk Management, Trading, Matlab, Options, Analysis, Quantitative Finance, Statistics, Algorithms
Education
Princeton University 2006 — 2011
PhD, Electrical Engineering
Shanghai Jiao Tong University 2002 — 2006
B.S., Electrical Engineering
Matthew Otte, Esq Matthew Otte, Esq's Morgan Stanley Experience June 2015 - Present
Job Attorney
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
AXA Advisors January 2015 - June 2015
Epiq Systems September 2014 - June 2015
Scales of Justice, LLP March 2014 - August 2014
Small Business Law Clinic August 2013 - December 2013
Scales of Justice January 2013 - December 2013
Surfdog Records October 2012 - January 2013
IMG May 2012 - August 2012
The Biggest Loser Resorts April 2011 - August 2011
Providence College Intramural Department August 2008 - May 2010
Skills
Legal Writing, Legal Research, Microsoft Office, Westlaw, Legal Assistance, Microsoft Excel, Teamwork, Nonprofits, PowerPoint, Lexis, Community Outreach, Athletics, Fundraising, Business Formation, Small Business, Client Counseling, Event Management, Outlook, Customer Service, People Skills, Team Management, Sports Management, Sports Law, Editing, Business Strategy, Corporate Law, Legal Documents, Sales, Document Review, Wealth Management, Investment Strategies, Alternative Investments, FINRA, Anti Money Laundering, Regulatory Compliance
Education
Thomas Jefferson School of Law 2011 — 2013
JD, law, Graduated Dec. 2013 Cum Laude
Providence College Graduate School 2008 — 2010
Masters, International Business
Providence College 2004 — 2008
BS, Management
Morgan Stanley June 2015 - Present
AXA Advisors January 2015 - June 2015
Epiq Systems September 2014 - June 2015
Scales of Justice, LLP March 2014 - August 2014
Small Business Law Clinic August 2013 - December 2013
Scales of Justice January 2013 - December 2013
Surfdog Records October 2012 - January 2013
IMG May 2012 - August 2012
The Biggest Loser Resorts April 2011 - August 2011
Providence College Intramural Department August 2008 - May 2010
Skills
Legal Writing, Legal Research, Microsoft Office, Westlaw, Legal Assistance, Microsoft Excel, Teamwork, Nonprofits, PowerPoint, Lexis, Community Outreach, Athletics, Fundraising, Business Formation, Small Business, Client Counseling, Event Management, Outlook, Customer Service, People Skills, Team Management, Sports Management, Sports Law, Editing, Business Strategy, Corporate Law, Legal Documents, Sales, Document Review, Wealth Management, Investment Strategies, Alternative Investments, FINRA, Anti Money Laundering, Regulatory Compliance
Education
Thomas Jefferson School of Law 2011 — 2013
JD, law, Graduated Dec. 2013 Cum Laude
Providence College Graduate School 2008 — 2010
Masters, International Business
Providence College 2004 — 2008
BS, Management
Peter Lohrer's Morgan Stanley Experience June 2014 - August 2014
Job RFP Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Morgan Stanley June 2014 - August 2014
Sovereign Global Advisors June 2013 - August 2013
Liberty Jet Management July 2012 - September 2012
Garden City Recreation Department June 2011 - August 2011
Red Robin June 2011 - June 2011
King's Supermarket October 2009 - July 2010
Skills
Aviation, Team Leadership, Time Management, People Skills, Motivation, Cpr Certified, Moral Psychology, Dependable Team Player, Self-confidence, selfless, Microsoft Office
Education
Providence College 2011 — 2015
Quantitative Economics and Mathematics
Garden City High School 2007 — 2011
BNY Mellon September 2015 - Present
Morgan Stanley June 2014 - August 2014
Sovereign Global Advisors June 2013 - August 2013
Liberty Jet Management July 2012 - September 2012
Garden City Recreation Department June 2011 - August 2011
Red Robin June 2011 - June 2011
King's Supermarket October 2009 - July 2010
Skills
Aviation, Team Leadership, Time Management, People Skills, Motivation, Cpr Certified, Moral Psychology, Dependable Team Player, Self-confidence, selfless, Microsoft Office
Education
Providence College 2011 — 2015
Quantitative Economics and Mathematics
Garden City High School 2007 — 2011
Colin Tigh's Morgan Stanley Experience June 2008 - August 2008
Job New Business Development at SimCorp
Industry Banking
Experience
SimCorp March 2015 - Present
Permal Group July 2012 - October 2014
Société Générale May 2011 - July 2012
Jefferies & Company October 2010 - April 2011
Sidoti & Company July 2009 - August 2009
Blue Point Securities June 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Investor Relations, Equities, Alternative Investments, Fixed Income, Series 63, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Chaminade High School 2002 — 2006
SimCorp March 2015 - Present
Permal Group July 2012 - October 2014
Société Générale May 2011 - July 2012
Jefferies & Company October 2010 - April 2011
Sidoti & Company July 2009 - August 2009
Blue Point Securities June 2009 - July 2009
Morgan Stanley June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Investor Relations, Equities, Alternative Investments, Fixed Income, Series 63, Asset Management
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Chaminade High School 2002 — 2006
Emily Howes's Morgan Stanley Experience March 2006 - March 2013
Job Portfolio Manager Socially Innovative Investments (S2I) at US Trust/Bank of America
Industry Financial Services
Experience
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
Zachary Gerry's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2015 - August 2015
New Haven Country Club May 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, SPSS, Teamwork, Public Speaking, Microsoft Word, Social Media, Time Management, Leadership, Social Networking, Event Planning, Facebook
Education
Providence College 2012 — 2016
Bachelor’s Degree, Finance, General
Queen Mary University of London 2014 — 2015
Bachelor’s Degree, Finance
Morgan Stanley June 2015 - August 2015
New Haven Country Club May 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, SPSS, Teamwork, Public Speaking, Microsoft Word, Social Media, Time Management, Leadership, Social Networking, Event Planning, Facebook
Education
Providence College 2012 — 2016
Bachelor’s Degree, Finance, General
Queen Mary University of London 2014 — 2015
Bachelor’s Degree, Finance
Ryan Adinolfi Ryan Adinolfi's Morgan Stanley Experience August 2006 - August 2009
Job Managing Director, National Accounts
Industry Oil & Energy
Experience
East River Energy August 2009 - Present
Morgan Stanley August 2006 - August 2009
Morgan Stanley May 2005 - July 2006
Skills
Equities, Business Development, Account Management, Relationship Management, Inventory Management, Financial Analysis, Microsoft Office, New Business Development, Sales, Series 7, Supply Chain Management, Downstream Oil & Gas, Trading
Education
Providence College 2001 — 2005
BS, Marketing
Notre Dame of West Haven 1997 — 2001
East River Energy August 2009 - Present
Morgan Stanley August 2006 - August 2009
Morgan Stanley May 2005 - July 2006
Skills
Equities, Business Development, Account Management, Relationship Management, Inventory Management, Financial Analysis, Microsoft Office, New Business Development, Sales, Series 7, Supply Chain Management, Downstream Oil & Gas, Trading
Education
Providence College 2001 — 2005
BS, Marketing
Notre Dame of West Haven 1997 — 2001
Tucker Brockett Tucker Brockett's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
Princeton University 2011 — 2015
Bachelor of Arts (A.B.), History
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
Princeton University 2011 — 2015
Bachelor of Arts (A.B.), History
Tara Reilly Tara Reilly's Morgan Stanley Experience January 2012 - Present
Job Derivative Operations Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley April 2010 - January 2012
Morgan Stanley July 2007 - April 2010
BNY Mellon June 2006 - August 2006
Skills
Derivatives, Interest Rate..., Interest Rate Swaps, Emerging Markets, Operations Management, Risk Management, New Product..., Migration Projects, Clearing, Dodd-Frank, Training, Testing, FX Derivatives, Futures, FX Swaps, Structured Products, Loans, Loan Servicing, Microfinance, Challenge Driven, Work in A Fast Paced...
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Morgan Stanley January 2012 - Present
Morgan Stanley April 2010 - January 2012
Morgan Stanley July 2007 - April 2010
BNY Mellon June 2006 - August 2006
Skills
Derivatives, Interest Rate..., Interest Rate Swaps, Emerging Markets, Operations Management, Risk Management, New Product..., Migration Projects, Clearing, Dodd-Frank, Training, Testing, FX Derivatives, Futures, FX Swaps, Structured Products, Loans, Loan Servicing, Microfinance, Challenge Driven, Work in A Fast Paced...
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Scott Dias's Morgan Stanley Experience February 2004 - June 2007
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2013 - Present
Deutsche Bank July 2007 - August 2013
Morgan Stanley February 2004 - June 2007
Susquehanna International Group August 2002 - January 2004
Skills
Capital Markets, FX Options, Fixed Income, Private Equity, Investment Banking, Foreign Exchange Risk..., FX Derivatives, Foreign Exchange, Real Estate, Structured Products, Derivatives, Interest Rate...
Education
Princeton University 1998 — 2002
BSE, Operations Research & Financial Engineering
Phillips Exeter Academy 1994 — 1998
HS
Goldman Sachs August 2013 - Present
Deutsche Bank July 2007 - August 2013
Morgan Stanley February 2004 - June 2007
Susquehanna International Group August 2002 - January 2004
Skills
Capital Markets, FX Options, Fixed Income, Private Equity, Investment Banking, Foreign Exchange Risk..., FX Derivatives, Foreign Exchange, Real Estate, Structured Products, Derivatives, Interest Rate...
Education
Princeton University 1998 — 2002
BSE, Operations Research & Financial Engineering
Phillips Exeter Academy 1994 — 1998
HS
Edward M. Sullivan Edward M. Sullivan's Morgan Stanley Experience December 1981 - May 2006
Job Managing Partner at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management April 2008 - Present
Morgan Stanley December 1981 - May 2006
Education
Providence College
SeaCrest Wealth Management April 2008 - Present
Morgan Stanley December 1981 - May 2006
Education
Providence College
Chris Marx Chris Marx's Morgan Stanley Experience February 1994 - March 2008
Job Senior Vice President at PIMCO
Industry Investment Management
Experience
PIMCO April 2010 - Present
Trafelet & Company April 2008 - March 2010
Morgan Stanley February 1994 - March 2008
Skills
Capital Markets, Risk Management, Investment Strategies, Investor Relations, Management, Relationship Management, Investments, Equities, Portfolio Management, Asset Management
Education
Providence College
Bachelor of Arts (B.A.), History
PIMCO April 2010 - Present
Trafelet & Company April 2008 - March 2010
Morgan Stanley February 1994 - March 2008
Skills
Capital Markets, Risk Management, Investment Strategies, Investor Relations, Management, Relationship Management, Investments, Equities, Portfolio Management, Asset Management
Education
Providence College
Bachelor of Arts (B.A.), History
William Downing William Downing's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
M&T Securities, Inc. June 2013 - September 2013
Education
Princeton University 2011 — 2015
Bachelor of Arts, Economics, Finance
Canisius High School
Canisius High School
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
M&T Securities, Inc. June 2013 - September 2013
Education
Princeton University 2011 — 2015
Bachelor of Arts, Economics, Finance
Canisius High School
Canisius High School
Peter Belina Peter Belina's Morgan Stanley Experience July 2007 - August 2009
Job
Industry Financial Services
Experience
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
Linda Fan Linda Fan's Morgan Stanley Experience June 1985 - April 2003
Job Managing Partner at The Yuba Group LLC
Industry Financial Services
Experience
The Yuba Group LLC May 2010 - Present
Prager, Sealy & Co., LLC August 2005 - May 2010
Morgan Stanley June 1985 - April 2003
Education
The University of Chicago 1980 — 1982
MBA, Finance
Princeton University 1973 — 1978
AB, Art History
The Yuba Group LLC May 2010 - Present
Prager, Sealy & Co., LLC August 2005 - May 2010
Morgan Stanley June 1985 - April 2003
Education
The University of Chicago 1980 — 1982
MBA, Finance
Princeton University 1973 — 1978
AB, Art History
Michael Sylvia Michael Sylvia's Morgan Stanley Experience July 2015 - August 2015
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Patch.com July 2013 - Present
Morgan Stanley July 2015 - August 2015
East Greenwich News October 2014 - February 2015
Skills
Technical Support, Computer Consultation, Blogging
Education
Providence College 2015 — 2019
Finance, General
East Greenwich High School 2011 — 2015
Patch.com July 2013 - Present
Morgan Stanley July 2015 - August 2015
East Greenwich News October 2014 - February 2015
Skills
Technical Support, Computer Consultation, Blogging
Education
Providence College 2015 — 2019
Finance, General
East Greenwich High School 2011 — 2015
Len Kunin's Morgan Stanley Experience September 1996 - September 1999
Job
Industry Investment Management
Experience
Hedge Fund April 2014 - Present
Clear Health Analytics January 2013 - Present
Verition Group LLC December 2011 - December 2013
Athena Capital Research April 2011 - December 2011
Credit Suisse September 1999 - April 2011
Morgan Stanley September 1996 - September 1999
Skills
Proprietary Trading, Market Risk, Hedge Funds, Equities, Electronic Trading, Trading Systems, Trading Strategies, Options, Trading, Portfolio Management, Equity Derivatives, Quantitative Analytics, Derivatives, Quantitative Finance, Fixed Income, Bloomberg
Education
Princeton University 1994 — 1996
MSE
University of Pennsylvania 1990 — 1994
BSE
Hedge Fund April 2014 - Present
Clear Health Analytics January 2013 - Present
Verition Group LLC December 2011 - December 2013
Athena Capital Research April 2011 - December 2011
Credit Suisse September 1999 - April 2011
Morgan Stanley September 1996 - September 1999
Skills
Proprietary Trading, Market Risk, Hedge Funds, Equities, Electronic Trading, Trading Systems, Trading Strategies, Options, Trading, Portfolio Management, Equity Derivatives, Quantitative Analytics, Derivatives, Quantitative Finance, Fixed Income, Bloomberg
Education
Princeton University 1994 — 1996
MSE
University of Pennsylvania 1990 — 1994
BSE
Terry Morris's Morgan Stanley Experience July 1993 - July 1995
Job Managing Director at Allen & Company
Industry Financial Services
Experience
Allen & Company September 1995 - October 2012
Morgan Stanley July 1993 - July 1995
Education
Princeton University 1989 — 1993
Allen & Company September 1995 - October 2012
Morgan Stanley July 1993 - July 1995
Education
Princeton University 1989 — 1993
Rocky Kroeger's Morgan Stanley Experience July 2000 - December 2003
Job President at TowerHill
Industry Financial Services
Experience
TowerHill Wealth Management December 2003 - Present
Morgan Stanley July 2000 - December 2003
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Portfolio Management, Private Equity, Financial Modeling, Valuation, Mutual Funds, Securities, Financial Analysis, Due Diligence, Fixed Income, Mergers & Acquisitions, Investment Banking, Venture Capital, Strategic Planning, Risk Management, Finance
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance
Princeton University 1988 — 1992
Bachelor's degree, History
TowerHill Wealth Management December 2003 - Present
Morgan Stanley July 2000 - December 2003
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Portfolio Management, Private Equity, Financial Modeling, Valuation, Mutual Funds, Securities, Financial Analysis, Due Diligence, Fixed Income, Mergers & Acquisitions, Investment Banking, Venture Capital, Strategic Planning, Risk Management, Finance
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance
Princeton University 1988 — 1992
Bachelor's degree, History
Brendan Kane's Morgan Stanley Experience February 2006 - July 2006
Job Business Change Manager at Anthem, Inc.
Industry Insurance
Experience
Anthem, Inc. January 2015 - Present
WellPoint May 2013 - Present
Wellpoint, Inc August 2010 - Present
Superior Walls by Jointa Lime July 2006 - December 2010
Morgan Stanley February 2006 - July 2006
Morgan Stanley October 2004 - July 2006
Skills
Account Management, New Business Development, Strategic Partnerships, B2B, Lead Generation, Outlook, Email Marketing, Online Advertising, Social Media, Contract Negotiation, Microsoft Excel, Social Media Marketing, Leadership, Sales, Management, Selling, Insurance, Direct Sales, Sales Operations, Business Planning, Marketing, Strategy, Health Insurance, Strategic Planning, Customer Service, Analysis, Sales Management, Employee Benefits
Education
Providence College 1999 — 2003
Bachelor's degree, Major: Finance / Minor: Development of Western Civilization
Shaker High School 1996 — 1999
Regents Diploma
Anthem, Inc. January 2015 - Present
WellPoint May 2013 - Present
Wellpoint, Inc August 2010 - Present
Superior Walls by Jointa Lime July 2006 - December 2010
Morgan Stanley February 2006 - July 2006
Morgan Stanley October 2004 - July 2006
Skills
Account Management, New Business Development, Strategic Partnerships, B2B, Lead Generation, Outlook, Email Marketing, Online Advertising, Social Media, Contract Negotiation, Microsoft Excel, Social Media Marketing, Leadership, Sales, Management, Selling, Insurance, Direct Sales, Sales Operations, Business Planning, Marketing, Strategy, Health Insurance, Strategic Planning, Customer Service, Analysis, Sales Management, Employee Benefits
Education
Providence College 1999 — 2003
Bachelor's degree, Major: Finance / Minor: Development of Western Civilization
Shaker High School 1996 — 1999
Regents Diploma
Paul Oreto's Morgan Stanley Experience January 2009 - April 2013
Job Quantitative Strategist at BlueMountain Capital Management
Industry Banking
Experience
BlueMountain Capital Management June 2015 - Present
HBK Capital Management May 2013 - June 2015
Morgan Stanley January 2009 - April 2013
Skills
Quantitative Finance, Options, Trading Systems, Derivatives, Interest Rate..., Fixed Income, Hedge Funds, Capital Markets, Electronic Trading, Equities, Equity Derivatives, Credit Derivatives, Structured Products
Education
Stanford University 2004 — 2008
PhD, Physics
Princeton University 2000 — 2004
AB, Physics
Brookline High School
Brookline High School
BlueMountain Capital Management June 2015 - Present
HBK Capital Management May 2013 - June 2015
Morgan Stanley January 2009 - April 2013
Skills
Quantitative Finance, Options, Trading Systems, Derivatives, Interest Rate..., Fixed Income, Hedge Funds, Capital Markets, Electronic Trading, Equities, Equity Derivatives, Credit Derivatives, Structured Products
Education
Stanford University 2004 — 2008
PhD, Physics
Princeton University 2000 — 2004
AB, Physics
Brookline High School
Brookline High School
Terence J Doran's Morgan Stanley Experience 2002 - 2005
Job Managing Director at Art Capital Group
Industry Banking
Experience
Art Capital Group March 2005 - Present
Morgan Stanley 2002 - 2005
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Providence College 1995 — 2000
BA, Finance
Canterbury School
Art Capital Group March 2005 - Present
Morgan Stanley 2002 - 2005
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Providence College 1995 — 2000
BA, Finance
Canterbury School
Trevor V. Winstead's Morgan Stanley Experience 2003 - 2005
Job Principal at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC 2012 - Present
Strategic Value Partners, LLC 2008 - 2012
Longroad Asset Management, LLC 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Special Situations, Distressed Debt, Hedge Funds, Private Equity, Leveraged Finance
Education
Princeton University 1999 — 2003
St. Albans
Apollo Global Management LLC 2012 - Present
Strategic Value Partners, LLC 2008 - 2012
Longroad Asset Management, LLC 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Special Situations, Distressed Debt, Hedge Funds, Private Equity, Leveraged Finance
Education
Princeton University 1999 — 2003
St. Albans
Mark McKeown, CFA's Morgan Stanley Experience 2000 - 2004
Job Partner at Lydian Advisory Group
Industry Financial Services
Experience
Frisa Family Office 2012 - Present
Lydian Advisory Group 2011 - Present
Lydian Asset Management March 2004 - Present
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 1998 - 2000
Education
Providence College
Bachelor of Science (BS), Finance
Frisa Family Office 2012 - Present
Lydian Advisory Group 2011 - Present
Lydian Asset Management March 2004 - Present
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 1998 - 2000
Education
Providence College
Bachelor of Science (BS), Finance
Erin Breslin's Morgan Stanley Experience November 2006 - September 2010
Job Manager at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley November 2006 - September 2010
Mahoney Cohen & Company, CPA, P.C. 2003 - 2006
Education
Providence College 1999 — 2003
Invesco Ltd. June 2010 - Present
Morgan Stanley November 2006 - September 2010
Mahoney Cohen & Company, CPA, P.C. 2003 - 2006
Education
Providence College 1999 — 2003
Shopana Periasamy's Morgan Stanley Experience August 2006 - August 2011
Job Senior Developer
Industry Computer Software
Experience
Cambia Health Solutions 2012 - December 2013
Kforce Inc. August 2011 - March 2012
Morgan Stanley August 2006 - August 2011
Compunnel Software Group May 2005 - July 2006
Ashley Laurent June 2004 - April 2005
Skills
SQL, Java, SDLC, SOA, Web Services, JBoss Application Server, Oracle, Java Enterprise Edition, Sybase, Spring, Agile Methodologies, Ant, Tomcat
Education
University of Houston-Clear Lake 2002 — 2004
Masters, Computer Science
PSG College of Technology 1999 — 2001
Masters, Applied Mathematics
PSG College of Technology 1996 — 1999
Bachelors, Applied Sciences
Cambia Health Solutions 2012 - December 2013
Kforce Inc. August 2011 - March 2012
Morgan Stanley August 2006 - August 2011
Compunnel Software Group May 2005 - July 2006
Ashley Laurent June 2004 - April 2005
Skills
SQL, Java, SDLC, SOA, Web Services, JBoss Application Server, Oracle, Java Enterprise Edition, Sybase, Spring, Agile Methodologies, Ant, Tomcat
Education
University of Houston-Clear Lake 2002 — 2004
Masters, Computer Science
PSG College of Technology 1999 — 2001
Masters, Applied Mathematics
PSG College of Technology 1996 — 1999
Bachelors, Applied Sciences
Ned Darnall's Morgan Stanley Experience March 1998 - Present
Job Mortgage Underwriter at Morgan Stanley
Industry Commercial Real Estate
Experience
Morgan Stanley March 1998 - Present
Merrill Lynch Hubbard July 1985 - March 1992
Education
University of Virginia Darden School of Business 1967 — 1969
MBA, Finance
Princeton University 1961 — 1965
Morgan Stanley March 1998 - Present
Merrill Lynch Hubbard July 1985 - March 1992
Education
University of Virginia Darden School of Business 1967 — 1969
MBA, Finance
Princeton University 1961 — 1965
Scott DeBenedett's Morgan Stanley Experience June 2009 - June 2011
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia Business School August 2014 - Present
Lightyear Capital September 2012 - June 2014
Citi June 2011 - August 2012
Morgan Stanley June 2009 - June 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Concentration in Comparative Literature with Certificate in Arabic Language and Culture
Columbia Business School August 2014 - Present
Lightyear Capital September 2012 - June 2014
Citi June 2011 - August 2012
Morgan Stanley June 2009 - June 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Concentration in Comparative Literature with Certificate in Arabic Language and Culture
Robert Shepardson's Morgan Stanley Experience
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Investment Banking, Capital Markets, Private Equity, Derivatives, Hedge Funds, Corporate Finance, Investments, Fixed Income, High Yield, Valuation, Financial Modeling, Equity Capital Markets, Equities, Securities, IPO, Alternative Investments, Venture Capital
Education
The Tuck School of Business at Dartmouth 1988 — 1990
Princeton University 1982 — 1986
Morgan Stanley
Skills
Investment Banking, Capital Markets, Private Equity, Derivatives, Hedge Funds, Corporate Finance, Investments, Fixed Income, High Yield, Valuation, Financial Modeling, Equity Capital Markets, Equities, Securities, IPO, Alternative Investments, Venture Capital
Education
The Tuck School of Business at Dartmouth 1988 — 1990
Princeton University 1982 — 1986
Robert J. Maloof's Morgan Stanley Experience January 1994 - February 2009
Job Managing Director at BNY Mellon Capital Markets,LLC
Industry Banking
Experience
BNY Mellon Capital Markets, LLC May 2009 - Present
Morgan Stanley January 1994 - February 2009
Skills
Pricing, Financial Analysis, Negotiation, Financial Modeling, Fixed Income, Series 7, Capital Markets, Finance, Trading, Bloomberg, Securities, Hedge Funds, Derivatives, Bonds, Alternative Investments, Portfolio Management, Asset Management, Structured Products, Financial Markets, Mutual Funds, Investment Banking, Series 63, Options, Wealth Management, FINRA, Investments, Asset Allocation, Electronic Trading
Education
University of Maryland College Park 1991 — 1993
B.A.
Providence College 1989 — 1991
BNY Mellon Capital Markets, LLC May 2009 - Present
Morgan Stanley January 1994 - February 2009
Skills
Pricing, Financial Analysis, Negotiation, Financial Modeling, Fixed Income, Series 7, Capital Markets, Finance, Trading, Bloomberg, Securities, Hedge Funds, Derivatives, Bonds, Alternative Investments, Portfolio Management, Asset Management, Structured Products, Financial Markets, Mutual Funds, Investment Banking, Series 63, Options, Wealth Management, FINRA, Investments, Asset Allocation, Electronic Trading
Education
University of Maryland College Park 1991 — 1993
B.A.
Providence College 1989 — 1991
Steve Smithers's Morgan Stanley Experience July 2003 - June 2006
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2006 - Present
Morgan Stanley July 2003 - June 2006
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Economics
Deutsche Bank July 2006 - Present
Morgan Stanley July 2003 - June 2006
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Economics
Thomas Haines's Morgan Stanley Experience 1997 - 1999
Job Managing Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2006 - Present
UBS Investment Bank July 2003 - August 2006
Westbrook Partners 1999 - 2001
Morgan Stanley 1997 - 1999
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Alternative Investments, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Princeton University 1993 — 1997
Taft School 1989 — 1993
Perella Weinberg Partners August 2006 - Present
UBS Investment Bank July 2003 - August 2006
Westbrook Partners 1999 - 2001
Morgan Stanley 1997 - 1999
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Alternative Investments, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Princeton University 1993 — 1997
Taft School 1989 — 1993
Dave Agrati's Morgan Stanley Experience April 1998 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1998 - Present
Olde Discount Corporation 1995 - 1998
Lehman Brothers January 1994 - February 1995
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Wealth Management, Capital Markets, Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Trading, Municipal Bonds, Series 53, Trading Systems, Asset Management, FINRA
Education
Providence College 1988 — 1992
B.A., Political Science
Don Bosco Prep High School 1984 — 1988
Morgan Stanley April 1998 - Present
Olde Discount Corporation 1995 - 1998
Lehman Brothers January 1994 - February 1995
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Wealth Management, Capital Markets, Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Trading, Municipal Bonds, Series 53, Trading Systems, Asset Management, FINRA
Education
Providence College 1988 — 1992
B.A., Political Science
Don Bosco Prep High School 1984 — 1988
Katie Breen, CAIA's Morgan Stanley Experience July 2013 - Present
Job Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
HedgeMark International LLC October 2011 - July 2013
Morgan Stanley Smith Barney July 2008 - October 2011
New Harbor Group September 2007 - May 2008
Skills
Series 7, Series 63, Hedge Funds, Investments, Alternative Investments, Wealth Management, CAIA
Education
Providence College 2004 — 2008
BS/BA, Marketing and American Studies
Providence College 2004 — 2008
Marketing and American Studies
Morgan Stanley July 2013 - Present
HedgeMark International LLC October 2011 - July 2013
Morgan Stanley Smith Barney July 2008 - October 2011
New Harbor Group September 2007 - May 2008
Skills
Series 7, Series 63, Hedge Funds, Investments, Alternative Investments, Wealth Management, CAIA
Education
Providence College 2004 — 2008
BS/BA, Marketing and American Studies
Providence College 2004 — 2008
Marketing and American Studies
Diane Rzepecki's Morgan Stanley Experience November 2004 - November 2006
Job National Account ManagerDCIO
Industry Financial Services
Experience
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management November 2010 - March 2013
Columbia Management December 2006 - November 2010
Morgan Stanley November 2004 - November 2006
State Street 2003 - 2004
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Qualified Retirement..., Retirement Plan..., Microsoft Excel, PowerPoint, AIF, Relationship Management, 401k, Retirement, Morningstar, Defined Contribution, Series 65, Separately Managed..., Spreadsheets
Education
Suffolk University - Sawyer Business School 2008 — 2012
MBA
Providence College 1999 — 2003
BS, Finance, minor in Mathematics
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management November 2010 - March 2013
Columbia Management December 2006 - November 2010
Morgan Stanley November 2004 - November 2006
State Street 2003 - 2004
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Qualified Retirement..., Retirement Plan..., Microsoft Excel, PowerPoint, AIF, Relationship Management, 401k, Retirement, Morningstar, Defined Contribution, Series 65, Separately Managed..., Spreadsheets
Education
Suffolk University - Sawyer Business School 2008 — 2012
MBA
Providence College 1999 — 2003
BS, Finance, minor in Mathematics
Lixin Wang's Morgan Stanley Experience June 2009 - August 2013
Job
Industry Investment Banking
Experience
BlueCrest Capital Management, LLP September 2013 - Present
Morgan Stanley June 2009 - August 2013
Merrill Lynch April 2006 - December 2008
JPMorgan Chase March 2005 - March 2006
Lehman Brothers 2004 - 2005
Skills
Proprietary Trading, Quantitative Investing, Credit Derivatives, CDS, Fixed Income, Trading Systems, Quantitative Finance, Equity Derivatives, Derivatives, Structured Products, Market Risk, Interest Rate...
Education
Princeton University 2000 — 2004
Ph.D, Operational Research and Financial Engineering
BlueCrest Capital Management, LLP September 2013 - Present
Morgan Stanley June 2009 - August 2013
Merrill Lynch April 2006 - December 2008
JPMorgan Chase March 2005 - March 2006
Lehman Brothers 2004 - 2005
Skills
Proprietary Trading, Quantitative Investing, Credit Derivatives, CDS, Fixed Income, Trading Systems, Quantitative Finance, Equity Derivatives, Derivatives, Structured Products, Market Risk, Interest Rate...
Education
Princeton University 2000 — 2004
Ph.D, Operational Research and Financial Engineering
C. David Kole, CFA's Morgan Stanley Experience August 2013 - Present
Job Prime Brokerage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Goldman Sachs July 2005 - July 2013
Skills
Equities
Education
Providence College 1999 — 2003
BS, Finance
Morgan Stanley August 2013 - Present
Goldman Sachs July 2005 - July 2013
Skills
Equities
Education
Providence College 1999 — 2003
BS, Finance
Scott Almon's Morgan Stanley Experience September 1997 - September 2005
Job at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank April 2011 - Present
Bank of America Merrill Lynch September 2005 - April 2011
Morgan Stanley September 1997 - September 2005
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance
Princeton University 1991 — 1995
BA, Politics
Standard Chartered Bank April 2011 - Present
Bank of America Merrill Lynch September 2005 - April 2011
Morgan Stanley September 1997 - September 2005
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance
Princeton University 1991 — 1995
BA, Politics
Tim Brock's Morgan Stanley Experience November 2004 - December 2005
Job Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors February 2008 - Present
Guardian December 2005 - February 2008
Morgan Stanley November 2004 - December 2005
Skills
Alternative Investments, Asset Allocation, ETFs, Equities, Finance, Investment Banking, Investments, Marketing, Series 7, Sales, Portfolio Management, Mutual Funds, Fixed Income, Securities
Education
Providence College 2002 — 2004
MBA, Finance
Providence College 1998 — 2002
BS, Marketing
State Street Global Advisors February 2008 - Present
Guardian December 2005 - February 2008
Morgan Stanley November 2004 - December 2005
Skills
Alternative Investments, Asset Allocation, ETFs, Equities, Finance, Investment Banking, Investments, Marketing, Series 7, Sales, Portfolio Management, Mutual Funds, Fixed Income, Securities
Education
Providence College 2002 — 2004
MBA, Finance
Providence College 1998 — 2002
BS, Marketing
Damian MacDonald's Morgan Stanley Experience November 2012 - Present
Job DirectorRegulatory Examinations Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley Wealth Management September 2010 - November 2012
Morgan Stanley Wealth Management August 2006 - September 2010
Skills
Legal Writing, Legal Assistance, Securities Regulation, Securities, Management, Corporate Governance, Corporate Law, Legal Research, Arbitration, Due Diligence, Private Equity, Analysis, Equities, Hedge Funds, Capital Markets, Financial Services
Education
Providence College 1999 — 2003
B.A. History, History/Political Science
Morgan Stanley November 2012 - Present
Morgan Stanley Wealth Management September 2010 - November 2012
Morgan Stanley Wealth Management August 2006 - September 2010
Skills
Legal Writing, Legal Assistance, Securities Regulation, Securities, Management, Corporate Governance, Corporate Law, Legal Research, Arbitration, Due Diligence, Private Equity, Analysis, Equities, Hedge Funds, Capital Markets, Financial Services
Education
Providence College 1999 — 2003
B.A. History, History/Political Science
Gowri Shankar Mohan's Morgan Stanley Experience January 2009 - October 2014
Job Senior Database Administrator at Department of human services, Georgia
Industry Computer Software
Experience
Department of human services, Georgia October 2014 - Present
Morgan Stanley January 2009 - October 2014
Tata Consultancy Services June 2008 - July 2009
Skills
SQL, Requirements Analysis, Software Project..., Business Analysis, C, C++, Databases, Software Development, DB2, Operating Systems, SQL Tuning, z/OS
Education
PSG College of Technology 2004 — 2008
Bachelor of Technology (BTech), Information Technology
Department of human services, Georgia October 2014 - Present
Morgan Stanley January 2009 - October 2014
Tata Consultancy Services June 2008 - July 2009
Skills
SQL, Requirements Analysis, Software Project..., Business Analysis, C, C++, Databases, Software Development, DB2, Operating Systems, SQL Tuning, z/OS
Education
PSG College of Technology 2004 — 2008
Bachelor of Technology (BTech), Information Technology
Zachary Kurz's Morgan Stanley Experience July 2008 - July 2009
Job Managing Director and Portfolio Manager at Pointstate Capital
Industry Investment Banking
Experience
Pointstate Capital January 2011 - Present
Duquesne Capital Management September 2009 - December 2010
Morgan Stanley July 2008 - July 2009
Skills
Bloomberg, Valuation, Equity Research, Equities, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Derivatives, Emerging Markets, Alternative Investments, Asset Management, Investments, Portfolio Management, Trading
Education
Princeton University 2004 — 2008
B.S.E., Operations Research & Financial Engineering
Pointstate Capital January 2011 - Present
Duquesne Capital Management September 2009 - December 2010
Morgan Stanley July 2008 - July 2009
Skills
Bloomberg, Valuation, Equity Research, Equities, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Derivatives, Emerging Markets, Alternative Investments, Asset Management, Investments, Portfolio Management, Trading
Education
Princeton University 2004 — 2008
B.S.E., Operations Research & Financial Engineering
Sateesh Ganesh's Morgan Stanley Experience October 2006 - July 2008
Job Business Systems Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2014 - Present
Erie Insurance Group July 2012 - August 2014
Nationwide Insurance January 2012 - July 2012
Nationwide Insurance October 2009 - July 2012
IBM Global Business Services September 2004 - July 2012
Prudential Investments August 2008 - October 2009
Morgan Stanley October 2006 - July 2008
Dun and Bradstreet September 2004 - October 2006
UST Global January 2003 - August 2004
Skills
Systems Analysis, Business Analysis, DB2 DBA, IBM Mainframe, SDLC, Requirements Gathering, DB2, Requirements Analysis, JCL, Agile Methodologies, COBOL, VSAM, IT Strategy, Mainframe, Data Integration, Master Data Management, Waterfall, UML, Integration, Databases, SQL, Visio, Business Requirements, ETL, Quality Center, Data Quality, Data Modeling, Business Process
Education
PSG College of Technology 1997 — 2001
Bachelor of Engineering (B.E.), Civil Engineering
Lincoln Financial Group August 2014 - Present
Erie Insurance Group July 2012 - August 2014
Nationwide Insurance January 2012 - July 2012
Nationwide Insurance October 2009 - July 2012
IBM Global Business Services September 2004 - July 2012
Prudential Investments August 2008 - October 2009
Morgan Stanley October 2006 - July 2008
Dun and Bradstreet September 2004 - October 2006
UST Global January 2003 - August 2004
Skills
Systems Analysis, Business Analysis, DB2 DBA, IBM Mainframe, SDLC, Requirements Gathering, DB2, Requirements Analysis, JCL, Agile Methodologies, COBOL, VSAM, IT Strategy, Mainframe, Data Integration, Master Data Management, Waterfall, UML, Integration, Databases, SQL, Visio, Business Requirements, ETL, Quality Center, Data Quality, Data Modeling, Business Process
Education
PSG College of Technology 1997 — 2001
Bachelor of Engineering (B.E.), Civil Engineering
Peter J. Donaghy III's Morgan Stanley Experience April 2002 - June 2003
Job at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2010 - Present
KBC Financial Products July 2009 - July 2010
The Dannon Company & Thomson Reuters February 2009 - July 2009
Lehman Brothers June 2004 - November 2008
Willkie Farr & Gallagher LLP October 2003 - June 2004
Morgan Stanley April 2002 - June 2003
Skills
Recruiting, Team Building, Business Development, Change Management, Business Analysis, Vendor Management, Banking, Talent Acquisition, Finance, Microsoft Excel, Talent Management, Financial Modeling, Capital Markets, Risk Management, Bloomberg, Investment Banking, Financial Analysis, Equities, Derivatives, Financial Services, Portfolio Management, Valuation, Financial Markets, Hedge Funds, Trading, Bonds, Fixed Income, Securities, Structured Products, Structured Finance
Education
Fordham Prep
Providence College
BS, Business Management
Societe Generale July 2010 - Present
KBC Financial Products July 2009 - July 2010
The Dannon Company & Thomson Reuters February 2009 - July 2009
Lehman Brothers June 2004 - November 2008
Willkie Farr & Gallagher LLP October 2003 - June 2004
Morgan Stanley April 2002 - June 2003
Skills
Recruiting, Team Building, Business Development, Change Management, Business Analysis, Vendor Management, Banking, Talent Acquisition, Finance, Microsoft Excel, Talent Management, Financial Modeling, Capital Markets, Risk Management, Bloomberg, Investment Banking, Financial Analysis, Equities, Derivatives, Financial Services, Portfolio Management, Valuation, Financial Markets, Hedge Funds, Trading, Bonds, Fixed Income, Securities, Structured Products, Structured Finance
Education
Fordham Prep
Providence College
BS, Business Management
Michele Sconiers's Morgan Stanley Experience August 2006 - February 2011
Job Knowledgeable Investment Banker with Vast Array of Experience; Finance and Legal Background
Industry Investment Banking
Experience
Morgan Stanley August 2006 - February 2011
Skadden Arps, Slate, Meagher & Flom LLP 2005 - 2006
Rice Financial Products Company 2001 - 2003
Education
Stanford University Graduate School of Business 1999 — 2003
MBA
Stanford University Law School 1999 — 2003
JD
Princeton University 1992 — 1996
AB, Woodrow Wilson School; African American Studies
Morgan Stanley August 2006 - February 2011
Skadden Arps, Slate, Meagher & Flom LLP 2005 - 2006
Rice Financial Products Company 2001 - 2003
Education
Stanford University Graduate School of Business 1999 — 2003
MBA
Stanford University Law School 1999 — 2003
JD
Princeton University 1992 — 1996
AB, Woodrow Wilson School; African American Studies
Surya Bhattacharjee's Morgan Stanley Experience March 2008 - February 2009
Job Director at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas October 2009 - Present
Morgan Stanley March 2008 - February 2009
Morgan Stanley May 2004 - March 2008
Pali Capital January 2003 - May 2004
Deutsche Bank July 1996 - May 2001
Skills
Fixed Income, Capital Markets, Hedging, Origination, Debt, Emerging Markets, Investment Banking, Loan Origination, Trading, Corporate Finance, Bloomberg, Equity Trading, Derivatives, Bonds, Finance
Education
Princeton University 1992 — 1996
A.B., Economics
BNP Paribas October 2009 - Present
Morgan Stanley March 2008 - February 2009
Morgan Stanley May 2004 - March 2008
Pali Capital January 2003 - May 2004
Deutsche Bank July 1996 - May 2001
Skills
Fixed Income, Capital Markets, Hedging, Origination, Debt, Emerging Markets, Investment Banking, Loan Origination, Trading, Corporate Finance, Bloomberg, Equity Trading, Derivatives, Bonds, Finance
Education
Princeton University 1992 — 1996
A.B., Economics
Manikandan Dhamodharan's Morgan Stanley Experience December 2014 - Present
Job C++ / ultra low latency
Industry Computer Software
Experience
Morgan Stanley December 2014 - Present
Barclays Investment Bank May 2013 - December 2014
Thomson Reuters January 2012 - May 2013
UBS Investment Bank October 2007 - January 2012
Citicards December 2004 - October 2007
Siemens June 2003 - December 2004
Skills
Multithreading, Algorithms, Software Development, C++, Distributed Systems, Unix Shell Scripting, Low Latency, Data Structures, C, High Performance..., Network Programming, Core Java, FIX, Python, Ultra Low Latency
Education
PSG College of Technology 1999 — 2003
bachelors of engineering, Electronics and communications
Morgan Stanley December 2014 - Present
Barclays Investment Bank May 2013 - December 2014
Thomson Reuters January 2012 - May 2013
UBS Investment Bank October 2007 - January 2012
Citicards December 2004 - October 2007
Siemens June 2003 - December 2004
Skills
Multithreading, Algorithms, Software Development, C++, Distributed Systems, Unix Shell Scripting, Low Latency, Data Structures, C, High Performance..., Network Programming, Core Java, FIX, Python, Ultra Low Latency
Education
PSG College of Technology 1999 — 2003
bachelors of engineering, Electronics and communications
Colin Cooney's Morgan Stanley Experience SVPPrudential Equity GroupFebruary 2003 - May 2005
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley SVPPrudential Equity GroupFebruary 2003 - May 2005
Education
Providence College
Morgan Stanley SVPPrudential Equity GroupFebruary 2003 - May 2005
Education
Providence College
Steven Allegrini's Morgan Stanley Experience April 2012 - Present
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Stanley January 2011 - April 2012
Northwestern Mutual May 2009 - January 2010
The Realco Group May 2008 - September 2008
Skills
Retirement, Insurance, Excel, Wealth Management, Access, IRA's, Team Leadership, Real Estate, Outlook, Retirement Plans, SAS, C++, Real Estate Finance, Microsoft Office, Annuities, Quality Center, Project Management, Full SDLC, Series 7, Microsoft Excel, Vizio, Financial Services, Trading Systems, Analysis
Education
Providence College 2006 — 2010
B.A., B. Economics & Finance
Cape Cod Academy 2002 — 2006
High School
Goldman Sachs July 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Stanley January 2011 - April 2012
Northwestern Mutual May 2009 - January 2010
The Realco Group May 2008 - September 2008
Skills
Retirement, Insurance, Excel, Wealth Management, Access, IRA's, Team Leadership, Real Estate, Outlook, Retirement Plans, SAS, C++, Real Estate Finance, Microsoft Office, Annuities, Quality Center, Project Management, Full SDLC, Series 7, Microsoft Excel, Vizio, Financial Services, Trading Systems, Analysis
Education
Providence College 2006 — 2010
B.A., B. Economics & Finance
Cape Cod Academy 2002 — 2006
High School
Kelsey Webster's Morgan Stanley Experience January 2013 - Present
Job CSA at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley January 2013 - Present
Shelter Works August 2010 - January 2013
Dynamic Fitness Management February 2010 - October 2010
Nova Group September 2005 - June 2006
Skills
QuickBooks, Microsoft Excel, Logistics, Purchasing, Purchase Orders, Inventory Control, Customer Service, Personal Training, Shipping, 5S, Lean Manufacturing, JIT, Kanban, Bill of Lading
Education
Principia College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Morgan Stanley January 2013 - Present
Shelter Works August 2010 - January 2013
Dynamic Fitness Management February 2010 - October 2010
Nova Group September 2005 - June 2006
Skills
QuickBooks, Microsoft Excel, Logistics, Purchasing, Purchase Orders, Inventory Control, Customer Service, Personal Training, Shipping, 5S, Lean Manufacturing, JIT, Kanban, Bill of Lading
Education
Principia College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Wendy Ditcham's Morgan Stanley Experience June 1989 - April 1991
Job Store Owner, interior Decorator Blush Home
Industry Design
Experience
Blush Home April 2013 - Present
Nestle S.A. August 1992 - June 1996
SAP April 1991 - August 1992
Morgan Stanley June 1989 - April 1991
Education
Princeton University 1984 — 1988
BA, Slavic Languages and Literature
Acton Boxboro Regional High School 1980 — 1984
Blush Home April 2013 - Present
Nestle S.A. August 1992 - June 1996
SAP April 1991 - August 1992
Morgan Stanley June 1989 - April 1991
Education
Princeton University 1984 — 1988
BA, Slavic Languages and Literature
Acton Boxboro Regional High School 1980 — 1984
Manuel Arreaza's Morgan Stanley Experience June 2004 - August 2004
Job Associate at Arent Fox
Industry Law Practice
Experience
Arent Fox September 2013 - Present
The United States Bankruptcy Court for the District of Delaware July 2012 - August 2013
New York Legal Assistance Group September 2011 - March 2012
Harris Beach PLLC June 2010 - August 2010
Federal Communications Commission June 2009 - August 2009
Shearman & Sterling LLP August 2006 - August 2008
M&T Bank June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Fluent in Spanish
Education
University of Michigan Law School 2008 — 2011
J.D.
Princeton University 2002 — 2006
A.B., History
Mendon High School
Arent Fox September 2013 - Present
The United States Bankruptcy Court for the District of Delaware July 2012 - August 2013
New York Legal Assistance Group September 2011 - March 2012
Harris Beach PLLC June 2010 - August 2010
Federal Communications Commission June 2009 - August 2009
Shearman & Sterling LLP August 2006 - August 2008
M&T Bank June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Fluent in Spanish
Education
University of Michigan Law School 2008 — 2011
J.D.
Princeton University 2002 — 2006
A.B., History
Mendon High School
Megan Cooney's Morgan Stanley Experience January 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
Education
Providence College
Morgan Stanley January 2007 - Present
Education
Providence College
Brian Rail's Morgan Stanley Experience May 2008 - March 2015
Job executive director at Keybank
Industry Financial Services
Experience
KeyBank May 2015 - Present
Morgan Stanley May 2008 - March 2015
Citi June 1992 - March 2007
Skills
Bloomberg, Asset Management, Alternative Investments, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Providence College 1988 — 1992
KeyBank May 2015 - Present
Morgan Stanley May 2008 - March 2015
Citi June 1992 - March 2007
Skills
Bloomberg, Asset Management, Alternative Investments, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Providence College 1988 — 1992
Tim Sheridan's Morgan Stanley Experience January 1997 - November 2005
Job SVP Market Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2012 - Present
Raymond James & Associates July 2010 - February 2012
UBS Financial Services November 2005 - October 2009
Morgan Stanley January 1997 - November 2005
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies
Education
Providence College 1982 — 1986
BS, Finance
St Mary's Boys High School 1978 — 1982
Wells Fargo Advisors LLC February 2012 - Present
Raymond James & Associates July 2010 - February 2012
UBS Financial Services November 2005 - October 2009
Morgan Stanley January 1997 - November 2005
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies
Education
Providence College 1982 — 1986
BS, Finance
St Mary's Boys High School 1978 — 1982
Bridget Duffy MacDougall's Morgan Stanley Experience September 2008 - July 2010
Job US Regulatory Management Group at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank January 2014 - August 2014
Deutsche Bank July 2012 - January 2014
Deutsche Bank June 2010 - July 2012
Morgan Stanley September 2008 - July 2010
Lehman Brothers June 2004 - September 2008
Skills
Hedge Funds, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Series 63, Alternative Investments, Equity Trading, Electronic Trading, Derivatives, Securities, Asset Managment, Trading Systems, Equity Research, Investments, Trading, Marketing Communications, Marketing Strategy, Internal Communications, Sales, Fundraising
Education
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Deutsche Bank August 2014 - Present
Deutsche Bank January 2014 - August 2014
Deutsche Bank July 2012 - January 2014
Deutsche Bank June 2010 - July 2012
Morgan Stanley September 2008 - July 2010
Lehman Brothers June 2004 - September 2008
Skills
Hedge Funds, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Series 63, Alternative Investments, Equity Trading, Electronic Trading, Derivatives, Securities, Asset Managment, Trading Systems, Equity Research, Investments, Trading, Marketing Communications, Marketing Strategy, Internal Communications, Sales, Fundraising
Education
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
May Li's Morgan Stanley Experience June 2011 - August 2011
Job Consultant at Oliver Wyman
Industry Financial Services
Experience
Oliver Wyman July 2012 - Present
Morgan Stanley June 2011 - August 2011
Skills
Growth Strategies, Business Transformation, Market Entry, Organizational Design, Management Consulting
Education
Princeton University 2008 — 2012
BSE, Chemical Engineering
Oliver Wyman July 2012 - Present
Morgan Stanley June 2011 - August 2011
Skills
Growth Strategies, Business Transformation, Market Entry, Organizational Design, Management Consulting
Education
Princeton University 2008 — 2012
BSE, Chemical Engineering
Ravi Yegya-Raman's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Hellman & Friedman
Industry Financial Services
Experience
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Education
Princeton University 2008 — 2012
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Education
Princeton University 2008 — 2012
Melanie Brucato's Morgan Stanley Experience August 1999 - April 2000
Job Assistant Vice President Gannett Welsh & Kotler
Industry Investment Management
Experience
Gannett Welsh & Kotler, LLC April 2000 - Present
Morgan Stanley August 1999 - April 2000
Chase Manhattan Bank August 1997 - August 1999
Skills
Account Management, Bloomberg, Client Services, Financial Services, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Asset Allocation, Bonds, Asset Management, Equities, Investment Management
Education
Providence College 1993 — 1997
Finance
Gannett Welsh & Kotler, LLC April 2000 - Present
Morgan Stanley August 1999 - April 2000
Chase Manhattan Bank August 1997 - August 1999
Skills
Account Management, Bloomberg, Client Services, Financial Services, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Asset Allocation, Bonds, Asset Management, Equities, Investment Management
Education
Providence College 1993 — 1997
Finance
Mike Herr's Morgan Stanley Experience August 2002 - August 2003
Job Vice President at RBC Capital Markets
Industry
Experience
RBC Capital Markets November 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2003 - September 2008
Morgan Stanley August 2002 - August 2003
Education
Providence College 1998 — 2002
Bachelor's, Finance, German
RBC Capital Markets November 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2003 - September 2008
Morgan Stanley August 2002 - August 2003
Education
Providence College 1998 — 2002
Bachelor's, Finance, German
Laura Mulhern's Morgan Stanley Experience March 2013 - Present
Job Quantitative Finance Campus Recruiting at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley March 2013 - Present
PIMCO March 2013 - May 2013
Morgan Stanley February 2011 - September 2012
Morgan Stanley March 2010 - February 2011
Professional Staffing Group September 2009 - March 2010
New Harbor Group September 2008 - April 2009
Commonwealth of Massachusetts (Division of Unemployment) June 2007 - January 2008
Skills
College Recruiting, Applicant Tracking..., Recruiting, Talent Acquisition
Education
Providence College
B.A., English and Spanish
Universidad de Granada
Spanish Literature, Business, & Culture
Morgan Stanley March 2013 - Present
PIMCO March 2013 - May 2013
Morgan Stanley February 2011 - September 2012
Morgan Stanley March 2010 - February 2011
Professional Staffing Group September 2009 - March 2010
New Harbor Group September 2008 - April 2009
Commonwealth of Massachusetts (Division of Unemployment) June 2007 - January 2008
Skills
College Recruiting, Applicant Tracking..., Recruiting, Talent Acquisition
Education
Providence College
B.A., English and Spanish
Universidad de Granada
Spanish Literature, Business, & Culture
Yansi Zhang's Morgan Stanley Experience 2003 - 2006
Job President at Learning Machine Analytics Inc
Industry Financial Services
Experience
Learning Machine Analytics Inc September 2013 - Present
Boothbay Fund Management May 2012 - Present
Millennium Partners October 2010 - March 2012
IV Capital April 2009 - September 2010
QVT Financial LP May 2006 - September 2008
Morgan Stanley 2003 - 2006
Instinet Incorporated 2001 - 2003
Skills
Equities, Trading Systems, Electronic Trading, Hedge Funds, Quantitative Finance, Derivatives, Bloomberg, Statistical Arbitrage, Trading, Trading Strategies, Alternative Investments, Equity Derivatives, Financial Markets, Quantitative Investing
Education
Princeton University 1989 — 1994
PhD, Applied Math
Learning Machine Analytics Inc September 2013 - Present
Boothbay Fund Management May 2012 - Present
Millennium Partners October 2010 - March 2012
IV Capital April 2009 - September 2010
QVT Financial LP May 2006 - September 2008
Morgan Stanley 2003 - 2006
Instinet Incorporated 2001 - 2003
Skills
Equities, Trading Systems, Electronic Trading, Hedge Funds, Quantitative Finance, Derivatives, Bloomberg, Statistical Arbitrage, Trading, Trading Strategies, Alternative Investments, Equity Derivatives, Financial Markets, Quantitative Investing
Education
Princeton University 1989 — 1994
PhD, Applied Math
Maximilian Goer's Morgan Stanley Experience June 2010 - August 2010
Job Trader at The D. E. Shaw Group
Industry Financial Services
Experience
The D. E. Shaw Group September 2015 - Present
The D. E. Shaw Group June 2014 - August 2014
DPT Capital Management June 2013 - August 2013
Morgan Stanley June 2010 - August 2010
Goldman Sachs June 2009 - June 2009
HSH Nordbank June 2008 - July 2008
Skills
C++, VBA, CPLEX, Matlab, Sun Certified Java..., SQL, Python, Java, R, German, Swiss German, AMPL, JavaBeans, Analysis, Basketball, Basketball Coaching
Education
Princeton University 2011 — 2015
PhD, Operations Research and Financial Engineering
Yale University 2007 — 2011
BA, Applied Mathematics and Economics (double major)
Riverside School, Zug, Switzerland 2003 — 2007
High School Degree
The D. E. Shaw Group September 2015 - Present
The D. E. Shaw Group June 2014 - August 2014
DPT Capital Management June 2013 - August 2013
Morgan Stanley June 2010 - August 2010
Goldman Sachs June 2009 - June 2009
HSH Nordbank June 2008 - July 2008
Skills
C++, VBA, CPLEX, Matlab, Sun Certified Java..., SQL, Python, Java, R, German, Swiss German, AMPL, JavaBeans, Analysis, Basketball, Basketball Coaching
Education
Princeton University 2011 — 2015
PhD, Operations Research and Financial Engineering
Yale University 2007 — 2011
BA, Applied Mathematics and Economics (double major)
Riverside School, Zug, Switzerland 2003 — 2007
High School Degree
Rebeccah Niesen's Morgan Stanley Experience September 2011 - November 2014
Job Vice President, ETF Compliance, BlackRock
Industry Legal Services
Experience
Morgan Stanley September 2011 - November 2014
US Army May 2005 - July 2008
Willkie Farr & Gallagher LLP August 2005 - June 2007
Education
St. John's School of Law 2008 — 2011
Doctor of Law (J.D.)
Princeton University 2001 — 2005
undergraduate, Comparative Politics
Morgan Stanley September 2011 - November 2014
US Army May 2005 - July 2008
Willkie Farr & Gallagher LLP August 2005 - June 2007
Education
St. John's School of Law 2008 — 2011
Doctor of Law (J.D.)
Princeton University 2001 — 2005
undergraduate, Comparative Politics
Shaun Sweeney's Morgan Stanley Experience March 1995 - September 1995
Job IT Lead at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems May 1999 - Present
Chapel Hill Brokers March 1998 - May 1999
Carolina Sports Magazine November 1997 - December 1998
Auerbach Pollak & Richardson November 1995 - November 1997
Morgan Stanley March 1995 - September 1995
Tullett Securities July 1993 - March 1995
Royal Golf & Tennis October 1992 - April 1993
Campbell Mithun Esty March 1992 - August 1992
Grey Advertising June 1990 - February 1992
Skills
Cisco Technologies, Cloud Computing, Data Center, Virtualization, IT Strategy
Education
Providence College
Bachelor of Science (BS), Business Administration and Management, General
Cisco Systems May 1999 - Present
Chapel Hill Brokers March 1998 - May 1999
Carolina Sports Magazine November 1997 - December 1998
Auerbach Pollak & Richardson November 1995 - November 1997
Morgan Stanley March 1995 - September 1995
Tullett Securities July 1993 - March 1995
Royal Golf & Tennis October 1992 - April 1993
Campbell Mithun Esty March 1992 - August 1992
Grey Advertising June 1990 - February 1992
Skills
Cisco Technologies, Cloud Computing, Data Center, Virtualization, IT Strategy
Education
Providence College
Bachelor of Science (BS), Business Administration and Management, General
Owen Kelley's Morgan Stanley Experience July 2009 - July 2011
Job Employee at Kelley Bros
Industry Construction
Experience
Kelley Bros April 2013 - Present
Audax Group August 2011 - March 2013
Morgan Stanley July 2009 - July 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Princeton University 2005 — 2009
AB, Economics
Kelley Bros April 2013 - Present
Audax Group August 2011 - March 2013
Morgan Stanley July 2009 - July 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Princeton University 2005 — 2009
AB, Economics
Vaughn Millette's Morgan Stanley Experience January 2000 - May 2005
Job Executive Director at Global Investment Renewable
Industry Oil & Energy
Experience
Global Investment Renewable Private Wealth ManagementUBS Wealth ManagementMay 2008 - October 2010
Citigroup May 2005 - May 2008
Morgan Stanley January 2000 - May 2005
Education
Providence College 1995 — 1999
B.S., Marketing
Global Investment Renewable Private Wealth ManagementUBS Wealth ManagementMay 2008 - October 2010
Citigroup May 2005 - May 2008
Morgan Stanley January 2000 - May 2005
Education
Providence College 1995 — 1999
B.S., Marketing
Maya LeGall's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - July 2014
Morgan Stanley June 2010 - August 2010
Office of Representative Rush Holt June 2009 - August 2009
Education
Princeton University 2007 — 2011
A.B., Magna Cum Laude, Politics
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - July 2014
Morgan Stanley June 2010 - August 2010
Office of Representative Rush Holt June 2009 - August 2009
Education
Princeton University 2007 — 2011
A.B., Magna Cum Laude, Politics
Ben Cerroni's Morgan Stanley Experience February 2013 - December 2013
Job Analyst at 400 Capital Management
Industry Financial Services
Experience
400 Capital Management March 2014 - Present
Morgan Stanley February 2013 - December 2013
Brown Brothers Harriman & Co March 2012 - December 2012
Safety Environmental Control, Inc June 2010 - February 2012
Eastern Mountain Sports January 2006 - January 2010
Education
Providence College 2007 — 2011
Bachelor of Science
400 Capital Management March 2014 - Present
Morgan Stanley February 2013 - December 2013
Brown Brothers Harriman & Co March 2012 - December 2012
Safety Environmental Control, Inc June 2010 - February 2012
Eastern Mountain Sports January 2006 - January 2010
Education
Providence College 2007 — 2011
Bachelor of Science
Kieran Reynolds's Morgan Stanley Experience January 2013 - March 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2014 - Present
Goldman Sachs May 2013 - February 2014
Morgan Stanley January 2013 - March 2013
Morgan Stanley February 2010 - December 2012
Education
Providence College 2005 — 2009
BS, Management
Chaminade High School 2001 — 2005
High School Diploma
Goldman Sachs March 2014 - Present
Goldman Sachs May 2013 - February 2014
Morgan Stanley January 2013 - March 2013
Morgan Stanley February 2010 - December 2012
Education
Providence College 2005 — 2009
BS, Management
Chaminade High School 2001 — 2005
High School Diploma
Roger Hopkins's Morgan Stanley Experience January 2004 - June 2009
Job at Wells Fargo Institutional Trading
Industry Investment Banking
Experience
Wells Fargo May 2014 - Present
Deutsche Bank 2009 - May 2014
Morgan Stanley January 2004 - June 2009
Skills
Trading, Equities, Capital Markets, Investments, Financial Services, Bloomberg, Hedge Funds, Financial Modeling, Valuation
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Psychology
Wells Fargo May 2014 - Present
Deutsche Bank 2009 - May 2014
Morgan Stanley January 2004 - June 2009
Skills
Trading, Equities, Capital Markets, Investments, Financial Services, Bloomberg, Hedge Funds, Financial Modeling, Valuation
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Psychology
Brian Holsey's Morgan Stanley Experience May 2014 - Present
Job Senior Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley September 2010 - May 2014
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Financial Modeling, Management, Finance, Risk Management, Customer Service, Equities, Credit Derivatives, Fixed Income, Credit Risk, Agency MBS, Relationship Management, Project Management
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Finance, General
Morgan Stanley May 2014 - Present
Morgan Stanley September 2010 - May 2014
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Financial Modeling, Management, Finance, Risk Management, Customer Service, Equities, Credit Derivatives, Fixed Income, Credit Risk, Agency MBS, Relationship Management, Project Management
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Finance, General
Lucretia Zhao's Morgan Stanley Experience June 2012 - April 2013
Job Portfolio Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2013 - Present
Morgan Stanley June 2012 - April 2013
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Valuation, Derivatives, Matlab, R, Investments, Economics, Hedge Funds, VBA
Education
Princeton University
Master in Finance
University of Rochester
Bachelor's Degree
Wellington Management April 2013 - Present
Morgan Stanley June 2012 - April 2013
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Valuation, Derivatives, Matlab, R, Investments, Economics, Hedge Funds, VBA
Education
Princeton University
Master in Finance
University of Rochester
Bachelor's Degree
Soumya Prasad's Morgan Stanley Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Stanley 2001 - 2003
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2000
Morgan Stanley 1996 - 1999
Skills
Sales, Derivatives, Convertible Securities, Equity Capital Markets, Corporate Finance, Project Management, Business Planning, Risk Management, Recruiting, Client Presentation
Education
Princeton University
Bachelor of Arts (B.A.), East Asian Studies
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Stanley 2001 - 2003
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2000
Morgan Stanley 1996 - 1999
Skills
Sales, Derivatives, Convertible Securities, Equity Capital Markets, Corporate Finance, Project Management, Business Planning, Risk Management, Recruiting, Client Presentation
Education
Princeton University
Bachelor of Arts (B.A.), East Asian Studies
Kristian Dolfinger's Morgan Stanley Experience January 1994 - June 1999
Job Sales Representative at Driveway Maintenance, Inc
Industry Construction
Experience
Driveway Maintenance, Inc May 2012 - Present
Sempra Energy Trading April 2000 - April 2003
Morgan Stanley January 1994 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Providence College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Driveway Maintenance, Inc May 2012 - Present
Sempra Energy Trading April 2000 - April 2003
Morgan Stanley January 1994 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Providence College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Michael DeLiso's Morgan Stanley Experience October 2014 - Present
Job Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
AXA February 2014 - Present
AXA November 2012 - Present
AXA Advisors February 2012 - November 2012
Skills
Business Analysis
Education
Providence College
Bachelor's degree, Business Management
Morgan Stanley October 2014 - Present
AXA February 2014 - Present
AXA November 2012 - Present
AXA Advisors February 2012 - November 2012
Skills
Business Analysis
Education
Providence College
Bachelor's degree, Business Management
Michael McCarty's Morgan Stanley Experience September 2006 - December 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
RBC Capital Markets February 2012 - June 2014
RBC Capital Markets March 2010 - February 2012
Mizuho Securities USA Inc. November 2009 - March 2010
Duff Capital Advisors January 2008 - August 2009
Morgan Stanley September 2006 - December 2007
Credit Suisse April 2004 - September 2006
Morgan Stanley April 1997 - May 2004
Royal Bank of Canada Dominion Securities March 1995 - April 1997
Kidder Peabody August 1991 - January 1995
Skills
Equity Derivative Sales..., Term Lending, Reverse Repo Sales, Securities Lending &..., Portfolio Trading, Trading Desk Management, Client Relationship..., Proprietary Trading, Market Structure
Education
Princeton University 1987 — 1991
Bachelor's Degree, Sociology, Cum Laude
Fenwick high school
RBC Capital Markets February 2012 - June 2014
RBC Capital Markets March 2010 - February 2012
Mizuho Securities USA Inc. November 2009 - March 2010
Duff Capital Advisors January 2008 - August 2009
Morgan Stanley September 2006 - December 2007
Credit Suisse April 2004 - September 2006
Morgan Stanley April 1997 - May 2004
Royal Bank of Canada Dominion Securities March 1995 - April 1997
Kidder Peabody August 1991 - January 1995
Skills
Equity Derivative Sales..., Term Lending, Reverse Repo Sales, Securities Lending &..., Portfolio Trading, Trading Desk Management, Client Relationship..., Proprietary Trading, Market Structure
Education
Princeton University 1987 — 1991
Bachelor's Degree, Sociology, Cum Laude
Fenwick high school
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS