Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Alex Kassai Alex Kassai's Morgan Stanley Experience May 2006 - September 2006
Job Attorney at Cooley LLP
Industry Law Practice
Experience
Cooley LLP November 2011 - Present
MDprime September 2011 - Present
Actuate January 2011 - June 2011
Loring Ward January 2011 - June 2011
Sweeney, Mason, Wilson & Bosomworth November 2009 - August 2010
Hall of Justice - Superior Court of Santa Clara County May 2009 - January 2010
Athlete's Fuel (now known as Health-E-Centric) December 2007 - December 2007
Symantec January 2007 - September 2007
Morgan Stanley May 2006 - September 2006
Skills
Legal Research, Courts, Mergers, Corporate Law, Legal Writing, Mergers & Acquisitions, Criminal Law, Litigation, Civil Litigation, Intellectual Property, Securities Regulation, Private Equity, Licensing, Commercial Litigation, Patents, Corporate Governance
Education
Santa Clara University School of Law 2008 — 2011
J.D., Law, Cum Laude Honors, Order of the Coif
Santa Clara University - Leavey School of Business 2004 — 2008
B.S., Finance, Cum Laude Honors
Syracuse University - International Study Abroad in Florence, Italy
Business, Economics
Cooley LLP November 2011 - Present
MDprime September 2011 - Present
Actuate January 2011 - June 2011
Loring Ward January 2011 - June 2011
Sweeney, Mason, Wilson & Bosomworth November 2009 - August 2010
Hall of Justice - Superior Court of Santa Clara County May 2009 - January 2010
Athlete's Fuel (now known as Health-E-Centric) December 2007 - December 2007
Symantec January 2007 - September 2007
Morgan Stanley May 2006 - September 2006
Skills
Legal Research, Courts, Mergers, Corporate Law, Legal Writing, Mergers & Acquisitions, Criminal Law, Litigation, Civil Litigation, Intellectual Property, Securities Regulation, Private Equity, Licensing, Commercial Litigation, Patents, Corporate Governance
Education
Santa Clara University School of Law 2008 — 2011
J.D., Law, Cum Laude Honors, Order of the Coif
Santa Clara University - Leavey School of Business 2004 — 2008
B.S., Finance, Cum Laude Honors
Syracuse University - International Study Abroad in Florence, Italy
Business, Economics
Ricardo Doddoli Ricardo Doddoli's Morgan Stanley Experience September 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Fine Mexican Food Products, Inc. 2011 - 2012
Skills
Finance, Business Development, Financial Reporting, Due Diligence, Financial Services, Valuation, Accounting, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Private Equity, Portfolio Management, Financial Planning
Education
University of San Diego 2011 — 2013
Bachelor of Business Administration (BBA) in Finance
Santiago Canyon College 2009 — 2011
Associate of Arts (A.A.) in Economics, Economics
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Fine Mexican Food Products, Inc. 2011 - 2012
Skills
Finance, Business Development, Financial Reporting, Due Diligence, Financial Services, Valuation, Accounting, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Private Equity, Portfolio Management, Financial Planning
Education
University of San Diego 2011 — 2013
Bachelor of Business Administration (BBA) in Finance
Santiago Canyon College 2009 — 2011
Associate of Arts (A.A.) in Economics, Economics
Robert Vallecorse, CFP® Robert Vallecorse, CFP®'s Morgan Stanley Experience August 1997 - August 2005
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2005 - Present
Morgan Stanley August 1997 - August 2005
Education
San Francisco State University, College of Business 1988 — 1992
BS, School of Business, Cum Laude
Certified Equity Professional Institute -- Santa Clara University
CEP Level I
UBS Financial Services, Inc. October 2005 - Present
Morgan Stanley August 1997 - August 2005
Education
San Francisco State University, College of Business 1988 — 1992
BS, School of Business, Cum Laude
Certified Equity Professional Institute -- Santa Clara University
CEP Level I
Vince Cao, MBA Vince Cao, MBA's Morgan Stanley Experience August 2005 - December 2005
Job General Manager at Caviar (Square)
Industry Food & Beverages
Experience
Square January 2015 - Present
Caviar, Inc. July 2014 - January 2015
Caviar, Inc. July 2013 - June 2014
Google October 2012 - July 2013
Revolution Prep September 2011 - July 2012
Extreme Learning May 2007 - September 2011
Kaplan September 2006 - May 2007
Morgan Stanley August 2005 - December 2005
Skills
Marketing Strategy, Business Development, Sales Management, Customer Satisfaction, Program Management, Sales, Marketing, Recruiting, Customer Service, Salesforce.com, Account Management, Microsoft Office, Cold Calling, New Business Development, CRM, Hiring Employees, Staff Management, Outlook, Management, Social Media Marketing, Sales Operations, Training, Leadership, Competitive Analysis, Cross-functional Team..., Selling
Education
San Jose State University 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Davis 2004 — 2006
B.A, Communications
Square January 2015 - Present
Caviar, Inc. July 2014 - January 2015
Caviar, Inc. July 2013 - June 2014
Google October 2012 - July 2013
Revolution Prep September 2011 - July 2012
Extreme Learning May 2007 - September 2011
Kaplan September 2006 - May 2007
Morgan Stanley August 2005 - December 2005
Skills
Marketing Strategy, Business Development, Sales Management, Customer Satisfaction, Program Management, Sales, Marketing, Recruiting, Customer Service, Salesforce.com, Account Management, Microsoft Office, Cold Calling, New Business Development, CRM, Hiring Employees, Staff Management, Outlook, Management, Social Media Marketing, Sales Operations, Training, Leadership, Competitive Analysis, Cross-functional Team..., Selling
Education
San Jose State University 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Davis 2004 — 2006
B.A, Communications
Jeanna Abaca Jeanna Abaca's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
IRTH Communications August 2013 - January 2015
Morgan Stanley September 2012 - September 2013
United States Postal Service January 2011 - September 2013
Associated Students of UCLA September 2011 - September 2012
Walgreens June 2009 - December 2010
BruinCorps December 2009 - June 2010
Skills
Microsoft Word, Microsoft Office, People Skills, Customer Service, PowerPoint, Microsoft Excel, Data Analysis, Social Networking, Time Management
Education
University of California, Los Angeles 2009 — 2013
Bachelor's Degree, Economics, Global Studies
Santa Monica College
Accounting
Morgan Stanley January 2015 - Present
IRTH Communications August 2013 - January 2015
Morgan Stanley September 2012 - September 2013
United States Postal Service January 2011 - September 2013
Associated Students of UCLA September 2011 - September 2012
Walgreens June 2009 - December 2010
BruinCorps December 2009 - June 2010
Skills
Microsoft Word, Microsoft Office, People Skills, Customer Service, PowerPoint, Microsoft Excel, Data Analysis, Social Networking, Time Management
Education
University of California, Los Angeles 2009 — 2013
Bachelor's Degree, Economics, Global Studies
Santa Monica College
Accounting
Abdul Azeez, PMP, MBA Abdul Azeez, PMP, MBA's Morgan Stanley Experience July 2012 - May 2013
Job Group Manager Business Analysis
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Morgan Stanley July 2012 - May 2013
JPMorgan Chase January 2007 - July 2012
Deloitte Consulting July 2004 - January 2007
Confidential February 2004 - May 2004
Several IT Firms in India August 1998 - June 2002
Skills
Business Analysis, Market Value..., Collateral Management, Project Management, PMP, Requirements Gathering, Requirements Analysis, Analysis, Resource Management, Change Management, Risk Management, Integration, Scope Management, Time Management, Personnel Management, Process Analysis, Quality Management, Workshop Facilitation, Business Requirements, SDLC, Risk and Issue..., Scope and Time..., Systems Design and..., On Shore/ Off Shore..., Presentation, Integration Management, Human Resource..., Communications..., Visio, MS Project, Business Process..., Operational Risk, IT Strategy, Process Improvement, Global Delivery, Management, Consulting
Education
PMI 2013 — 2013
PMP (Project Management Professional), Project Management
University of Georgia - Terry College of Business 2002 — 2004
MBA, MIS
Sathyabama Institute of Science and Technology 1994 — 1998
Engineering, Production
MCtM 1992 — 1994
CFA Institute
Cleared CFA Level 1, CFA Level 1
BNY Mellon May 2013 - Present
Morgan Stanley July 2012 - May 2013
JPMorgan Chase January 2007 - July 2012
Deloitte Consulting July 2004 - January 2007
Confidential February 2004 - May 2004
Several IT Firms in India August 1998 - June 2002
Skills
Business Analysis, Market Value..., Collateral Management, Project Management, PMP, Requirements Gathering, Requirements Analysis, Analysis, Resource Management, Change Management, Risk Management, Integration, Scope Management, Time Management, Personnel Management, Process Analysis, Quality Management, Workshop Facilitation, Business Requirements, SDLC, Risk and Issue..., Scope and Time..., Systems Design and..., On Shore/ Off Shore..., Presentation, Integration Management, Human Resource..., Communications..., Visio, MS Project, Business Process..., Operational Risk, IT Strategy, Process Improvement, Global Delivery, Management, Consulting
Education
PMI 2013 — 2013
PMP (Project Management Professional), Project Management
University of Georgia - Terry College of Business 2002 — 2004
MBA, MIS
Sathyabama Institute of Science and Technology 1994 — 1998
Engineering, Production
MCtM 1992 — 1994
CFA Institute
Cleared CFA Level 1, CFA Level 1
Matthew Pascuzzi Matthew Pascuzzi's Morgan Stanley Experience November 2012 - Present
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2012 - Present
Education
Santa Clara University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance
Morgan Stanley November 2012 - Present
Education
Santa Clara University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance
David M. Lucas David M. Lucas's Morgan Stanley Experience April 1977 - August 1982
Job Branch Manager/Senior Vice President, Investments
Industry Investment Management
Experience
Raymond James January 2011 - Present
Wells Fargo Advisors July 2000 - January 2011
Pruneyard Financal October 1995 - July 2000
Everan Securities August 1982 - October 1995
Morgan Stanley April 1977 - August 1982
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Wealth Management, Asset Management, Equities, Mutual Funds, Risk Management
Education
San Jose State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Leland High School 1968 — 1970
Raymond James January 2011 - Present
Wells Fargo Advisors July 2000 - January 2011
Pruneyard Financal October 1995 - July 2000
Everan Securities August 1982 - October 1995
Morgan Stanley April 1977 - August 1982
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Wealth Management, Asset Management, Equities, Mutual Funds, Risk Management
Education
San Jose State University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Leland High School 1968 — 1970
Stephanie Vale Stephanie Vale's Morgan Stanley Experience March 1986 - September 1994
Job Founder & Managing Partner at Vale Venture Capital
Industry Venture Capital & Private Equity
Experience
Vale Venture Capital May 2004 - Present
UBS Global Asset Management October 1994 - April 2004
Morgan Stanley March 1986 - September 1994
Morgan Stanley June 1984 - March 1986
Morgan Stanley May 1982 - June 1984
Skills
Venture Financing, Start-up Consulting, Market Research, Investment Banking, Strategic Planning, Strategic Financial..., Risk Management, Lines Of Credit, Cash Flow Forecasting, Financial Reporting, Capital Budgeting, Organizational..., Competitive Analysis, Capital Markets, Options
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Sarah Lawrence College 1979 — 1982
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Vale Venture Capital May 2004 - Present
UBS Global Asset Management October 1994 - April 2004
Morgan Stanley March 1986 - September 1994
Morgan Stanley June 1984 - March 1986
Morgan Stanley May 1982 - June 1984
Skills
Venture Financing, Start-up Consulting, Market Research, Investment Banking, Strategic Planning, Strategic Financial..., Risk Management, Lines Of Credit, Cash Flow Forecasting, Financial Reporting, Capital Budgeting, Organizational..., Competitive Analysis, Capital Markets, Options
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Sarah Lawrence College 1979 — 1982
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Heather Fry Heather Fry's Morgan Stanley Experience August 2000 - August 2002
Job Executive Assistant
Industry Nonprofit Organization Management
Experience
Voit Real Estate Services May 2014 - November 2014
Premier Property Management July 2012 - May 2013
Gordon & Betty Moore Foundation September 2010 - July 2011
OptiSolar Technologies May 2007 - January 2009
Newland Communities July 2005 - April 2007
Monarch Group September 2003 - May 2005
Morgan Stanley August 2000 - August 2002
GMS Realty, LLC February 1998 - January 2000
William Wilson & Associates April 1994 - January 1998
Skills
Program Management, Project Management, Customer Service, Process Improvement, Team Building, Contract Negotiation, Employee Relations, Management, Facilities Management, Team Leadership, Construction, Customer Satisfaction, Negotiation, Human Resources, Project Planning, Training
Education
San Jose State University 1994 — 1997
BS
Voit Real Estate Services May 2014 - November 2014
Premier Property Management July 2012 - May 2013
Gordon & Betty Moore Foundation September 2010 - July 2011
OptiSolar Technologies May 2007 - January 2009
Newland Communities July 2005 - April 2007
Monarch Group September 2003 - May 2005
Morgan Stanley August 2000 - August 2002
GMS Realty, LLC February 1998 - January 2000
William Wilson & Associates April 1994 - January 1998
Skills
Program Management, Project Management, Customer Service, Process Improvement, Team Building, Contract Negotiation, Employee Relations, Management, Facilities Management, Team Leadership, Construction, Customer Satisfaction, Negotiation, Human Resources, Project Planning, Training
Education
San Jose State University 1994 — 1997
BS
Lily Castro Lily Castro's Morgan Stanley Experience January 1988 - Present
Job Investment Banking at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley January 1988 - Present
Education
San Jose State University 1977 — 1991
Morgan Stanley January 1988 - Present
Education
San Jose State University 1977 — 1991
Lauren Eve Singer Lauren Eve Singer's Morgan Stanley Experience May 2007 - October 2013
Job Finance, Banking & Corporate Real Estate/ Project Management Professional
Industry Financial Services
Experience
Allianz Global Investors May 2015 - August 2015
PIMCO February 2015 - February 2015
Och-Ziff Capital Management December 2014 - December 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley May 2007 - October 2013
Morgan Stanley March 2007 - May 2007
Keefe, Bruyette & Woods Asset Management (KBWAM) January 2007 - March 2007
Cushman & Wakefield December 2006 - December 2006
Skills
Outlook, Training, Research, Finance, Relationship Management, Building Relationships, Social Networking, Project Management, Real Estate, Change Management, Program Management, Online Research, Analyze Problems, Analyze Information, Solutions Focused, Organizational..., Project Management Plan, Program Budgeting, Process Analysis, Professional Experience, Corporate Development, Project Coordination, Program Coordination, Collaborative Problem..., Collaborative Leadership, Judgment, Analytical Skills, Analysis, Reliable, Communication Skills, Strategic Planning, Time Management, Conflict Management, Conflict Resolution, Psychology, Motivated self-starter, Highly motivated..., Solution Focused, Close Attention to..., Follow-through Skills, Following Up, Microsoft Office, Process Improvement, SharePoint, Office Administration, Teamwork, Financial Services, Budgets, Vendor management, Vendor Management
Education
New School for Social Research 2006 — 2006
MA, Psychology
Sarah Lawrence College 1994 — 2002
BA & MA, Psychology
Allianz Global Investors May 2015 - August 2015
PIMCO February 2015 - February 2015
Och-Ziff Capital Management December 2014 - December 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley May 2007 - October 2013
Morgan Stanley March 2007 - May 2007
Keefe, Bruyette & Woods Asset Management (KBWAM) January 2007 - March 2007
Cushman & Wakefield December 2006 - December 2006
Skills
Outlook, Training, Research, Finance, Relationship Management, Building Relationships, Social Networking, Project Management, Real Estate, Change Management, Program Management, Online Research, Analyze Problems, Analyze Information, Solutions Focused, Organizational..., Project Management Plan, Program Budgeting, Process Analysis, Professional Experience, Corporate Development, Project Coordination, Program Coordination, Collaborative Problem..., Collaborative Leadership, Judgment, Analytical Skills, Analysis, Reliable, Communication Skills, Strategic Planning, Time Management, Conflict Management, Conflict Resolution, Psychology, Motivated self-starter, Highly motivated..., Solution Focused, Close Attention to..., Follow-through Skills, Following Up, Microsoft Office, Process Improvement, SharePoint, Office Administration, Teamwork, Financial Services, Budgets, Vendor management, Vendor Management
Education
New School for Social Research 2006 — 2006
MA, Psychology
Sarah Lawrence College 1994 — 2002
BA & MA, Psychology
Sol Tran's Morgan Stanley Experience November 2008 - February 2009
Job Lead Software Engineer at ShipHawk
Industry Computer Software
Experience
ShipHawk March 2014 - Present
ShipHawk September 2013 - March 2014
Juize Apps February 2012 - May 2013
Viant Group, LLC June 2011 - September 2011
GraphScience February 2011 - May 2011
SCEO (Santa Clara Entrepreneurs Organization) July 2009 - December 2010
Dell Kace June 2009 - May 2010
Morgan Stanley November 2008 - February 2009
Skills
Start-ups, Ruby on Rails, Ruby, Entrepreneurship, JavaScript, Web Development, Leadership, Mobile Applications, Online Advertising, Angular, CrossFit, Software Development, Software Engineering, PowerPoint, Business Valuation, iOS development, Microsoft Excel, Financial Modeling, Backbone.js, jQuery, Python, Management
Education
Santa Clara University 2012 — 2014
Master's Degree, Computer Science & Engineering
Santa Clara University 2007 — 2011
BSC, Finance, Accounting, MIS (Minor), Certificate in Entrepreneurship
Cupertino High 2002 — 2006
ShipHawk March 2014 - Present
ShipHawk September 2013 - March 2014
Juize Apps February 2012 - May 2013
Viant Group, LLC June 2011 - September 2011
GraphScience February 2011 - May 2011
SCEO (Santa Clara Entrepreneurs Organization) July 2009 - December 2010
Dell Kace June 2009 - May 2010
Morgan Stanley November 2008 - February 2009
Skills
Start-ups, Ruby on Rails, Ruby, Entrepreneurship, JavaScript, Web Development, Leadership, Mobile Applications, Online Advertising, Angular, CrossFit, Software Development, Software Engineering, PowerPoint, Business Valuation, iOS development, Microsoft Excel, Financial Modeling, Backbone.js, jQuery, Python, Management
Education
Santa Clara University 2012 — 2014
Master's Degree, Computer Science & Engineering
Santa Clara University 2007 — 2011
BSC, Finance, Accounting, MIS (Minor), Certificate in Entrepreneurship
Cupertino High 2002 — 2006
Brett Talbott's Morgan Stanley Experience March 2013 - December 2013
Job Analyst, BlackRock, Client BusinessesGlobal iShares
Industry Financial Services
Experience
BlackRock August 2014 - Present
BOCA Pizzeria July 2010 - May 2014
Morgan Stanley March 2013 - December 2013
Education
San Francisco State University 2012 — 2014
Bachelor of Science (BS), Finance
Santa Rosa Junior College 2009 — 2012
Associate's degree, Business/Commerce, General
BlackRock August 2014 - Present
BOCA Pizzeria July 2010 - May 2014
Morgan Stanley March 2013 - December 2013
Education
San Francisco State University 2012 — 2014
Bachelor of Science (BS), Finance
Santa Rosa Junior College 2009 — 2012
Associate's degree, Business/Commerce, General
Daniel Moskow Daniel Moskow's Morgan Stanley Experience April 1992 - February 2012
Job Wealth Manager at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management February 2012 - Present
Morgan Stanley April 1992 - February 2012
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Strategic Financial..., Asset Allocation, Alternative Investments, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Securities, Wealth Management..., Financial Advisory, Fixed Income, Mutual Funds
Education
San Jose State University 1988 — 1990
Bachelor of Arts (B.A.), Marketing & Psychology
SeaCrest Wealth Management February 2012 - Present
Morgan Stanley April 1992 - February 2012
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Strategic Financial..., Asset Allocation, Alternative Investments, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Securities, Wealth Management..., Financial Advisory, Fixed Income, Mutual Funds
Education
San Jose State University 1988 — 1990
Bachelor of Arts (B.A.), Marketing & Psychology
Garrett Larimer Garrett Larimer's Morgan Stanley Experience July 2012 - October 2012
Job Associate Energy Specialist at California Energy Commission
Industry Renewables & Environment
Experience
California Energy Commission June 2015 - Present
California Energy Commission October 2013 - May 2015
Ecoplexus, Inc. September 2013 - October 2013
Sierra Energy January 2012 - November 2012
Morgan Stanley July 2012 - October 2012
Skills
Research, Microsoft Excel, Business Development, Microsoft Office, Customer Service, Management, Public Speaking, Renewable Energy, Market Research and..., Start-ups, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, R
Education
Santa Clara University - Leavey School of Business 2014 — 2015
Certificate of Advanced Accounting Proficiency (CAAP)
University of California, Davis 2008 — 2013
Bachelor of Science (B.S.), Biochemistry and Molecular Biology, Technology Management
California Energy Commission June 2015 - Present
California Energy Commission October 2013 - May 2015
Ecoplexus, Inc. September 2013 - October 2013
Sierra Energy January 2012 - November 2012
Morgan Stanley July 2012 - October 2012
Skills
Research, Microsoft Excel, Business Development, Microsoft Office, Customer Service, Management, Public Speaking, Renewable Energy, Market Research and..., Start-ups, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, R
Education
Santa Clara University - Leavey School of Business 2014 — 2015
Certificate of Advanced Accounting Proficiency (CAAP)
University of California, Davis 2008 — 2013
Bachelor of Science (B.S.), Biochemistry and Molecular Biology, Technology Management
Christine (Senner) Grady Christine (Senner) Grady's Morgan Stanley Experience 2003 - 2005
Job Vice President, Cash Management Services at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce January 2015 - Present
Wells Fargo Bank December 2012 - October 2014
US Bank October 2010 - November 2012
Wells Fargo Bank 2007 - October 2010
Wells Fargo Bank 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Treasury Management, Cash Management, Commercial Banking, Financial Services, Finance, Payments, Relationship Management, Business Development, Customer Service, Corporate Finance, Cross Selling, Sales, Direct Sales, Banking, Treasury Services, CRM, Deposits, Portfolio Management, Asset Based Lending, Business Process..., Sales Process, Customer Acquisition, Customer Retention, Strategic Communications, Communication Skills
Education
Santa Clara University 1997 — 2001
Bachelor of Science, Marketing
Heritage Bank of Commerce January 2015 - Present
Wells Fargo Bank December 2012 - October 2014
US Bank October 2010 - November 2012
Wells Fargo Bank 2007 - October 2010
Wells Fargo Bank 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Treasury Management, Cash Management, Commercial Banking, Financial Services, Finance, Payments, Relationship Management, Business Development, Customer Service, Corporate Finance, Cross Selling, Sales, Direct Sales, Banking, Treasury Services, CRM, Deposits, Portfolio Management, Asset Based Lending, Business Process..., Sales Process, Customer Acquisition, Customer Retention, Strategic Communications, Communication Skills
Education
Santa Clara University 1997 — 2001
Bachelor of Science, Marketing
Irene Ho's Morgan Stanley Experience June 2013 - July 2013
Job Master Candidate of City Planning (Urban Design) at University of California, Berkeley
Industry Architecture & Planning
Experience
SFSU Urban Action Journal September 2014 - May 2015
UC Berkeley Center for Research on Social Change August 2014 - May 2015
China-ASEAN Investment Cooperation Fund May 2014 - July 2014
SPUR February 2014 - May 2014
Morgan Stanley June 2013 - July 2013
Shanghai Landscape Architecture Design Institute July 2012 - August 2012
Skills
Urban Planning, Research, Project Planning, Data Analysis, ArcGIS, Policy, Urban, Politics, Analysis, Sustainable Development, Urban Design, Sustainability, Policy Analysis, SPSS
Education
University of California, Berkeley 2015 — 2017
Master of City Planning, Urban Design
San Francisco State University 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies and Planning, Summa Cum Laude
SFSU Urban Action Journal September 2014 - May 2015
UC Berkeley Center for Research on Social Change August 2014 - May 2015
China-ASEAN Investment Cooperation Fund May 2014 - July 2014
SPUR February 2014 - May 2014
Morgan Stanley June 2013 - July 2013
Shanghai Landscape Architecture Design Institute July 2012 - August 2012
Skills
Urban Planning, Research, Project Planning, Data Analysis, ArcGIS, Policy, Urban, Politics, Analysis, Sustainable Development, Urban Design, Sustainability, Policy Analysis, SPSS
Education
University of California, Berkeley 2015 — 2017
Master of City Planning, Urban Design
San Francisco State University 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies and Planning, Summa Cum Laude
Kevin Liou's Morgan Stanley Experience January 2015 - May 2015
Job Investment Banking Summer Analyst at Barclays
Industry Financial Services
Experience
Barclays June 2015 - Present
Morgan Stanley January 2015 - May 2015
Instream Partners LLC August 2014 - December 2014
Actelion June 2014 - August 2014
Santa Clara University Graduate Admissions May 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, English, Teamwork, Editing, Statistics, Leadership, Abacus
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Dual-Degree, Finance, Mathematics
Lynbrook High School 2008 — 2012
High School Diploma
Barclays June 2015 - Present
Morgan Stanley January 2015 - May 2015
Instream Partners LLC August 2014 - December 2014
Actelion June 2014 - August 2014
Santa Clara University Graduate Admissions May 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, English, Teamwork, Editing, Statistics, Leadership, Abacus
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Dual-Degree, Finance, Mathematics
Lynbrook High School 2008 — 2012
High School Diploma
Matthew D. Pappas Matthew D. Pappas's Morgan Stanley Experience 2001 - 2004
Job Associate Vice PresidentInvestment Officer, The Cottonwood Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Cottonwood Group of Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
MP Real Estate 2005 - 2009
Morgan Stanley 2001 - 2004
Skills
Investments, Equities, Finance, Financial Analysis, Fixed Income, Business Strategy, Asset Allocation, Risk Management, Retirement Planning, Alternative Investments
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance and Economics
Juan Diego Catholic High School 2000 — 2005
The Cottonwood Group of Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
MP Real Estate 2005 - 2009
Morgan Stanley 2001 - 2004
Skills
Investments, Equities, Finance, Financial Analysis, Fixed Income, Business Strategy, Asset Allocation, Risk Management, Retirement Planning, Alternative Investments
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance and Economics
Juan Diego Catholic High School 2000 — 2005
Michelle McCully's Morgan Stanley Experience 2010 - 2010
Job Litigation Paralegal, Domestic Group at Jones Waldo Holbrook & McDonough
Industry Law Practice
Experience
Jones Waldo Holbrook & McDonough November 2014 - Present
Santa Clara University August 2011 - May 2014
SanDisk May 2013 - December 2013
Berliner Cohen June 2012 - December 2012
P. Bryan Fishburn, P.C 2008 - 2011
Morgan Stanley 2010 - 2010
Bella Public Relations, Inc. 2008 - 2008
Skills
Legal Research, Westlaw, Legal Writing, Legal Assistance, Employment Law, Microsoft Office, Public Speaking, Litigation, Courts, LexisNexis, Civil Litigation, Research, Microsoft Excel, PowerPoint
Education
Santa Clara University School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Utah 2005 — 2009
Skyline High School
Jones Waldo Holbrook & McDonough November 2014 - Present
Santa Clara University August 2011 - May 2014
SanDisk May 2013 - December 2013
Berliner Cohen June 2012 - December 2012
P. Bryan Fishburn, P.C 2008 - 2011
Morgan Stanley 2010 - 2010
Bella Public Relations, Inc. 2008 - 2008
Skills
Legal Research, Westlaw, Legal Writing, Legal Assistance, Employment Law, Microsoft Office, Public Speaking, Litigation, Courts, LexisNexis, Civil Litigation, Research, Microsoft Excel, PowerPoint
Education
Santa Clara University School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Utah 2005 — 2009
Skyline High School
Jeffrey Newman, CFA Jeffrey Newman, CFA's Morgan Stanley Experience 1997 - 2000
Job Portfolio and Global Investment Management
Industry Capital Markets
Experience
Level II Capital Management, LLC 2002 - 2014
Mellon Financial 1999 - 2002
Morgan Stanley 1997 - 2000
Wells Fargo 1994 - 1997
The Bank of New York 1987 - 1994
Skills
Portfolio Management, Hedge Funds, Prime Brokerage, Asset Management, Banking, Equities, Investments, Trading, Risk Management, Investment Management, Fixed Income, Asset Managment, Securities Lending, Capital Markets, Financial Markets, Finance, Derivatives, Investment Banking, Hedging, Alternative Investments, Bonds, Private Equity, ETFs, Electronic Trading, Investment Strategies, Valuation, Wealth Management, Relationship Management, Equity Trading, Options, Emerging Markets, Financial Modeling, Financial Risk, Structured Finance, Equity Research, Financial Services, Investor Relations, Mergers & Acquisitions, Corporate Finance, Investment Advisory, FX Options, Structured Products, Equity Derivatives, Venture Capital, Trading Systems, Funding, Asset Allocation, Swaps, Corporate Actions, Mutual Funds
Education
University of Southern California (USC Trojans) 1972 — 1976
B.S.
San Francisco State University
Master of Business Administration (MBA)
Level II Capital Management, LLC 2002 - 2014
Mellon Financial 1999 - 2002
Morgan Stanley 1997 - 2000
Wells Fargo 1994 - 1997
The Bank of New York 1987 - 1994
Skills
Portfolio Management, Hedge Funds, Prime Brokerage, Asset Management, Banking, Equities, Investments, Trading, Risk Management, Investment Management, Fixed Income, Asset Managment, Securities Lending, Capital Markets, Financial Markets, Finance, Derivatives, Investment Banking, Hedging, Alternative Investments, Bonds, Private Equity, ETFs, Electronic Trading, Investment Strategies, Valuation, Wealth Management, Relationship Management, Equity Trading, Options, Emerging Markets, Financial Modeling, Financial Risk, Structured Finance, Equity Research, Financial Services, Investor Relations, Mergers & Acquisitions, Corporate Finance, Investment Advisory, FX Options, Structured Products, Equity Derivatives, Venture Capital, Trading Systems, Funding, Asset Allocation, Swaps, Corporate Actions, Mutual Funds
Education
University of Southern California (USC Trojans) 1972 — 1976
B.S.
San Francisco State University
Master of Business Administration (MBA)
Tatyana Vcherashnaya Tatyana Vcherashnaya's Morgan Stanley Experience February 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Time Warner Inc. November 2002 - December 2006
SATS Technologies August 1997 - February 2002
Skills
Program Management, Derivatives, SDLC, Change Management, Requirements Analysis
Education
NYU Stern School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Strategy
San Jose State University 1994 — 1997
Bachelor of Science (B.S.), Economics, Finance
Morgan Stanley February 2007 - Present
Time Warner Inc. November 2002 - December 2006
SATS Technologies August 1997 - February 2002
Skills
Program Management, Derivatives, SDLC, Change Management, Requirements Analysis
Education
NYU Stern School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Strategy
San Jose State University 1994 — 1997
Bachelor of Science (B.S.), Economics, Finance
Temika Hampton, Esq. Temika Hampton, Esq.'s Morgan Stanley Experience April 2002 - July 2002
Job Uniserv Director at Orange County Service Unit
Industry Legal Services
Experience
Orange County Service Unit June 2015 - Present
Temika L Hampton Law, PLLC October 2013 - Present
2nd Circuit Public Defender's Office June 2014 - June 2015
Florida A&M University May 2013 - July 2013
State Attorney's Office 9th Judicial Circuit March 2013 - May 2013
State of Florida February 2004 - January 2013
County Court Mediation 2012 - 2013
United States Postal Service December 2002 - December 2004
Morgan Stanley April 2002 - July 2002
Sears Home Improvement Products August 2001 - April 2002
Skills
Labor Relations, Legal Issues, Motions, Legal Writing, Legal Research, Hearings, Westlaw, Document Drafting, Legal Advice, Public Speaking, Employment Law, LexisNexis, Bankruptcy, Outlook, Legal Compliance, Human Rights, Mediation, Customer Service, Legal Documents, Criminal Law, Civil Litigation, Contract Management, Real Estate, Editing, Dispute Resolution, Legal Assistance, Negotiation, Appeals, Community Outreach, Nonprofits, Police, Strategic Planning, Wills, Trial Practice, Public Relations, Contract Law, Family Law, Guardianship
Education
Florida Agricultural and Mechanical University, College of Law 2009 — 2013
Juris Doctor, Legal Studies, General, 3.1, Cum Laude
Stetson University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Stetson University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Santa Fe Community College 1996 — 1998
Associate of Arts (A.A.), Engineering
Orange County Service Unit June 2015 - Present
Temika L Hampton Law, PLLC October 2013 - Present
2nd Circuit Public Defender's Office June 2014 - June 2015
Florida A&M University May 2013 - July 2013
State Attorney's Office 9th Judicial Circuit March 2013 - May 2013
State of Florida February 2004 - January 2013
County Court Mediation 2012 - 2013
United States Postal Service December 2002 - December 2004
Morgan Stanley April 2002 - July 2002
Sears Home Improvement Products August 2001 - April 2002
Skills
Labor Relations, Legal Issues, Motions, Legal Writing, Legal Research, Hearings, Westlaw, Document Drafting, Legal Advice, Public Speaking, Employment Law, LexisNexis, Bankruptcy, Outlook, Legal Compliance, Human Rights, Mediation, Customer Service, Legal Documents, Criminal Law, Civil Litigation, Contract Management, Real Estate, Editing, Dispute Resolution, Legal Assistance, Negotiation, Appeals, Community Outreach, Nonprofits, Police, Strategic Planning, Wills, Trial Practice, Public Relations, Contract Law, Family Law, Guardianship
Education
Florida Agricultural and Mechanical University, College of Law 2009 — 2013
Juris Doctor, Legal Studies, General, 3.1, Cum Laude
Stetson University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Stetson University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Santa Fe Community College 1996 — 1998
Associate of Arts (A.A.), Engineering
Miriam Kojnok Miriam Kojnok's Morgan Stanley Experience 2006 - 2008
Job
Industry Financial Services
Experience
UBS March 2015 - Present
UBS February 2012 - February 2015
Toastmasters International 2009 - 2013
MentorNet 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2006 - 2008
AFFC 2005 - 2006
Education
Santa Clara University 2003 — 2005
Bachelors of Science, Commerce Finance
UBS March 2015 - Present
UBS February 2012 - February 2015
Toastmasters International 2009 - 2013
MentorNet 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2006 - 2008
AFFC 2005 - 2006
Education
Santa Clara University 2003 — 2005
Bachelors of Science, Commerce Finance
Jeremy Lee Jeremy Lee's Morgan Stanley Experience August 2010 - February 2014
Job Client Relationship Manager at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
Morgan Stanley August 2010 - February 2014
Morgan Stanley July 2007 - July 2010
Skills
Options, FX Options, Investments, Prime Brokerage, Hedge Funds, Settlement, Fixed Income, Trading, Swaps, FX trading, Forwards, Trading Systems, Electronic Trading, Derivatives, Bloomberg, Equities, Equity Derivatives, Middle Office, Capital Markets, Financial Markets
Education
San Francisco State University 2005 — 2007
Bachelor of Science (BS), Finance, General
San Francisco State University 2005 — 2007
Bachelor of Science (BS), International Business
CERAM Sophia Antipolis 2005 — 2005
International Business
Citi February 2014 - Present
Morgan Stanley August 2010 - February 2014
Morgan Stanley July 2007 - July 2010
Skills
Options, FX Options, Investments, Prime Brokerage, Hedge Funds, Settlement, Fixed Income, Trading, Swaps, FX trading, Forwards, Trading Systems, Electronic Trading, Derivatives, Bloomberg, Equities, Equity Derivatives, Middle Office, Capital Markets, Financial Markets
Education
San Francisco State University 2005 — 2007
Bachelor of Science (BS), Finance, General
San Francisco State University 2005 — 2007
Bachelor of Science (BS), International Business
CERAM Sophia Antipolis 2005 — 2005
International Business
William Morthel William Morthel's Morgan Stanley Experience October 1999 - Present
Job Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1999 - Present
The Knight Group Inc February 1997 - October 1999
Skills
Capital Markets, Investment Strategies, Fundamental Analysis, Technical Analysis, Quantitative Analysis, Stock Picking, Wealth Management, Asset Management, Quantitative Analytics, Asset Allocation, Investments, Trading, Bonds, Equities, Portfolio Management, Securities, Strategy, Bloomberg
Education
CFA Institute
Level II CFA candidate
San Francisco State University
Bachelor of Science (B.S.), Business administration, Finance Concentration
Morgan Stanley October 1999 - Present
The Knight Group Inc February 1997 - October 1999
Skills
Capital Markets, Investment Strategies, Fundamental Analysis, Technical Analysis, Quantitative Analysis, Stock Picking, Wealth Management, Asset Management, Quantitative Analytics, Asset Allocation, Investments, Trading, Bonds, Equities, Portfolio Management, Securities, Strategy, Bloomberg
Education
CFA Institute
Level II CFA candidate
San Francisco State University
Bachelor of Science (B.S.), Business administration, Finance Concentration
Fatima Steiner Fatima Steiner's Morgan Stanley Experience 1997 - 2008
Job Structured Products Attorney at Oak Hill Advisors, L.P. (Axiom Law engagement)
Industry Financial Services
Experience
Oak Hill Advisors, L.P. (Axiom Law engagement) April 2015 - Present
Happy Mango, Inc. 2013 - 2015
Insyte, LLC 2008 - 2013
Morgan Stanley 1997 - 2008
Education
University of California, Hastings College of the Law
J.D.
Sarah Lawrence College
BA
Oak Hill Advisors, L.P. (Axiom Law engagement) April 2015 - Present
Happy Mango, Inc. 2013 - 2015
Insyte, LLC 2008 - 2013
Morgan Stanley 1997 - 2008
Education
University of California, Hastings College of the Law
J.D.
Sarah Lawrence College
BA
Aaron Chew Aaron Chew's Morgan Stanley Experience 2003 - 2004
Job VP of Investor Relations at SolarCity
Industry Renewables & Environment
Experience
SolarCity April 2013 - Present
Maxim Group May 2011 - April 2013
Hapoalim Securities May 2010 - May 2011
SustainableWorks NYC 2009 - May 2010
Westwood One, Inc 2008 - 2009
JPMorgan 2004 - 2008
Morgan Stanley 2003 - 2004
Ubiqus 2002 - 2003
Skills
Financial Modeling, Writing, Valuation, Project Finance, Equity Research, Cash Flow Forecasting, Cash Flow Management, Financial Analysis, Financial Accounting, Financial Markets, Report Writing, Equity Valuation, Cash Flow, Trading, Risk Management, Cleantech, Investments, Due Diligence, Portfolio Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
Sarah Lawrence College 1994 — 1998
Bachelor of Arts
SolarCity April 2013 - Present
Maxim Group May 2011 - April 2013
Hapoalim Securities May 2010 - May 2011
SustainableWorks NYC 2009 - May 2010
Westwood One, Inc 2008 - 2009
JPMorgan 2004 - 2008
Morgan Stanley 2003 - 2004
Ubiqus 2002 - 2003
Skills
Financial Modeling, Writing, Valuation, Project Finance, Equity Research, Cash Flow Forecasting, Cash Flow Management, Financial Analysis, Financial Accounting, Financial Markets, Report Writing, Equity Valuation, Cash Flow, Trading, Risk Management, Cleantech, Investments, Due Diligence, Portfolio Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
Sarah Lawrence College 1994 — 1998
Bachelor of Arts
Enry Pogosov Enry Pogosov's Morgan Stanley Experience September 2013 - January 2014
Job AML Compliance Analyst
Industry Financial Services
Experience
BCforward July 2014 - Present
Advantage Technical Resourcing January 2014 - July 2014
Morgan Stanley September 2013 - January 2014
Welocalize July 2013 - September 2013
HSBC September 2008 - July 2013
Neiman Marcus February 2008 - September 2008
Renata Bakery & Cafe August 1998 - February 2008
Skills
Retail Banking, Banking, Sales, Retail Sales, Credit, Customer Service
Education
San Francisco State University 2000 — 2004
Bachelor of Science, Business Administration (Marketing)
BCforward July 2014 - Present
Advantage Technical Resourcing January 2014 - July 2014
Morgan Stanley September 2013 - January 2014
Welocalize July 2013 - September 2013
HSBC September 2008 - July 2013
Neiman Marcus February 2008 - September 2008
Renata Bakery & Cafe August 1998 - February 2008
Skills
Retail Banking, Banking, Sales, Retail Sales, Credit, Customer Service
Education
San Francisco State University 2000 — 2004
Bachelor of Science, Business Administration (Marketing)
Devin Griswold Devin Griswold's Morgan Stanley Experience September 2006 - January 2008
Job Head of Display Operations at Marin Software
Industry Internet
Experience
Marin Software September 2014 - Present
MediaMath June 2014 - August 2014
Conversant Inc.(Formerly ValueClick Media October 2011 - May 2014
ValueClick Media July 2010 - October 2011
ValueClick Media August 2008 - June 2010
Morgan Stanley September 2006 - January 2008
Skills
Behavioral Targeting, Account Management, Marketing, Online Advertising, Mobile Marketing, Web Analytics, Advertising, Sales Operations, Management, Training, Sales, Strategy, Digital Media, CRM, Salesforce.com, Display Advertising, Online Marketing, Digital Marketing
Education
San Francisco State University 2001 — 2006
BS, Finance
Marin Software September 2014 - Present
MediaMath June 2014 - August 2014
Conversant Inc.(Formerly ValueClick Media October 2011 - May 2014
ValueClick Media July 2010 - October 2011
ValueClick Media August 2008 - June 2010
Morgan Stanley September 2006 - January 2008
Skills
Behavioral Targeting, Account Management, Marketing, Online Advertising, Mobile Marketing, Web Analytics, Advertising, Sales Operations, Management, Training, Sales, Strategy, Digital Media, CRM, Salesforce.com, Display Advertising, Online Marketing, Digital Marketing
Education
San Francisco State University 2001 — 2006
BS, Finance
Ilyas Pasha - QA Analyst/Tester Ilyas Pasha - QA Analyst/Tester's Morgan Stanley Experience April 2010 - May 2011
Job ilyas.pasha79@gmail.com
Industry Financial Services
Experience
Morgan Stanley April 2010 - May 2011
Fidelity Investments January 2009 - March 2010
Wells Fargo Financial October 2007 - December 2008
Skills
Quality Center, User Acceptance Testing, QTP, SDLC, Test Automation, Regression Testing, Requirements Analysis, Testing, Software Documentation, System Testing, Manual Testing, LoadRunner, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Quality Assurance
Education
San Francisco State University
MS, Finance
Morgan Stanley April 2010 - May 2011
Fidelity Investments January 2009 - March 2010
Wells Fargo Financial October 2007 - December 2008
Skills
Quality Center, User Acceptance Testing, QTP, SDLC, Test Automation, Regression Testing, Requirements Analysis, Testing, Software Documentation, System Testing, Manual Testing, LoadRunner, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Quality Assurance
Education
San Francisco State University
MS, Finance
Jeff McDougall Jeff McDougall's Morgan Stanley Experience 1995 - 2006
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2006 - Present
Morgan Stanley 1995 - 2006
Dean Witter 1980 - 1995
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, Asset Allocation, Equities
Education
San Jose State University 1970 — 1972
B.A., Advertising
Holds FINRA Series 5, 7, 8, 63, 65 registrations
Wells Fargo Advisors September 2006 - Present
Morgan Stanley 1995 - 2006
Dean Witter 1980 - 1995
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, Asset Allocation, Equities
Education
San Jose State University 1970 — 1972
B.A., Advertising
Holds FINRA Series 5, 7, 8, 63, 65 registrations
Jeff McNelley Jeff McNelley's Morgan Stanley Experience 1995 - 2002
Job Associate Director, Private Equity at Allstate Investments, LLC
Industry Venture Capital & Private Equity
Experience
Allstate Investments, LLC November 2010 - Present
CPP Investment Board October 2007 - November 2010
Deloitte February 2005 - October 2007
Morgan Stanley 1995 - 2002
Skills
Private Equity, Investments, Investment Management, Valuation, Financial Modeling, Insurance, Alternative Investments, Due Diligence, Corporate Finance, Portfolio Management, Fund Of Funds, Emerging Markets, Secondaries
Education
The University of Chicago Booth School of Business
MBA
Santa Clara University
BS
Allstate Investments, LLC November 2010 - Present
CPP Investment Board October 2007 - November 2010
Deloitte February 2005 - October 2007
Morgan Stanley 1995 - 2002
Skills
Private Equity, Investments, Investment Management, Valuation, Financial Modeling, Insurance, Alternative Investments, Due Diligence, Corporate Finance, Portfolio Management, Fund Of Funds, Emerging Markets, Secondaries
Education
The University of Chicago Booth School of Business
MBA
Santa Clara University
BS
Harry D. Alderson Harry D. Alderson's Morgan Stanley Experience January 1997 - August 1998
Job Experience Professional
Industry Sports
Experience
Stanford University October 2011 - Present
US Air Force Reserve May 1997 - Present
Cleveland Browns September 2013 - March 2014
Washington Redskins July 2012 - August 2012
Menlo College August 2007 - September 2011
San Jose SaberCats November 2010 - May 2011
Jacksonville Jaguars July 2010 - July 2010
Dallas Cowboys June 2007 - August 2007
San Francisco 49ers August 2005 - May 2006
Morgan Stanley January 1997 - August 1998
Skills
Leadership, Coaching, Recruiting, Event Management, Operations Management, Policy, Leadership Development, Strategic Planning, Training, Program Management, Fundraising, Football, Team Building, Public Speaking, Event Planning, Sports, Cross-functional Team..., Budgets, Nonprofits, Logistics, Microsoft Office, PowerPoint, Staff Development, Sports Management, Marketing, Microsoft Word, System Administration, Teaching, Higher Education, Customer Service, Team Leadership, Non-profits, Microsoft Excel, Project Management, Supply Chain Management
Education
University of San Francisco 2002 — 2004
MA, Public Administration
San Francisco State University 1995 — 1997
BA, Psychology
University of California, Berkeley 1995 — 1997
Officer Commission, AFROTC
Snow College 1984 — 1985
General Studies
Stanford University October 2011 - Present
US Air Force Reserve May 1997 - Present
Cleveland Browns September 2013 - March 2014
Washington Redskins July 2012 - August 2012
Menlo College August 2007 - September 2011
San Jose SaberCats November 2010 - May 2011
Jacksonville Jaguars July 2010 - July 2010
Dallas Cowboys June 2007 - August 2007
San Francisco 49ers August 2005 - May 2006
Morgan Stanley January 1997 - August 1998
Skills
Leadership, Coaching, Recruiting, Event Management, Operations Management, Policy, Leadership Development, Strategic Planning, Training, Program Management, Fundraising, Football, Team Building, Public Speaking, Event Planning, Sports, Cross-functional Team..., Budgets, Nonprofits, Logistics, Microsoft Office, PowerPoint, Staff Development, Sports Management, Marketing, Microsoft Word, System Administration, Teaching, Higher Education, Customer Service, Team Leadership, Non-profits, Microsoft Excel, Project Management, Supply Chain Management
Education
University of San Francisco 2002 — 2004
MA, Public Administration
San Francisco State University 1995 — 1997
BA, Psychology
University of California, Berkeley 1995 — 1997
Officer Commission, AFROTC
Snow College 1984 — 1985
General Studies
Luciano Costantini Luciano Costantini's Morgan Stanley Experience 2007 - 2008
Job Director, 401(k) Services at Sequoia Consulting Group: Helping plan sponsors meet their fiduciary obligations
Industry Investment Management
Experience
Sequoia Consulting Group - www.Sequoia.com June 2008 - Present
Morgan Stanley 2007 - 2008
Franklin Templeton Investments July 2002 - March 2007
New York Life 1995 - 1999
Trust Consultants, Inc 1988 - 1994
Education
San Francisco State University 1982 — 1987
BS, Marketing
Sequoia Consulting Group - www.Sequoia.com June 2008 - Present
Morgan Stanley 2007 - 2008
Franklin Templeton Investments July 2002 - March 2007
New York Life 1995 - 1999
Trust Consultants, Inc 1988 - 1994
Education
San Francisco State University 1982 — 1987
BS, Marketing
Brian J Spratt's Morgan Stanley Experience June 2000 - June 2005
Job CEO at Oak Capital Group, Inc
Industry Financial Services
Experience
Oak Capital Group, Inc September 2009 - Present
CAPNET Financial Services, Inc January 2003 - September 2009
Morgan Stanley June 2000 - June 2005
Education
Santa Clara University 1996 — 2000
Santa Clara University
Oak Capital Group, Inc September 2009 - Present
CAPNET Financial Services, Inc January 2003 - September 2009
Morgan Stanley June 2000 - June 2005
Education
Santa Clara University 1996 — 2000
Santa Clara University
Jennifer Bateman Jennifer Bateman's Morgan Stanley Experience June 2003 - January 2007
Job Senior Search concultant at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles February 2011 - Present
CTPartners March 2007 - December 2010
Morgan Stanley June 2003 - January 2007
Skills
Recruiting
Education
San Jose State University 2000 — 2003
Bachelor of Science (BSc), Human Resources Management and Services, Economics
Heidrick & Struggles February 2011 - Present
CTPartners March 2007 - December 2010
Morgan Stanley June 2003 - January 2007
Skills
Recruiting
Education
San Jose State University 2000 — 2003
Bachelor of Science (BSc), Human Resources Management and Services, Economics
Vincent Meza Vincent Meza's Morgan Stanley Experience June 1997 - June 1998
Job VP of Sales at ListingstoLeads
Industry Marketing and Advertising
Experience
Listings-to-Leads January 2010 - Present
CACEM International August 2009 - October 2010
Dow Jones August 2007 - January 2009
Dow Jones VentureOne April 2001 - August 2007
VentureOne October 1999 - April 2001
Autodesk September 1998 - June 1999
Morgan Stanley June 1997 - June 1998
Skills
Cold Calling, Sales Management, Sales, Salesforce.com, Sales Operations, Direct Sales, International Sales, Infusionsoft, Training, Trade Shows, Revenue Forecasting, Budget Process, International Marketing, International Business..., Business Development, Social Media Strategist, Real Estate Marketing, Start-ups, Account Management, Management, Product Development, Social Media Marketing, Buyers, Investment Properties, Venture Capital, Product Marketing, First Time Home Buyers, Sellers, Marketing
Education
San Francisco State University 1992 — 1996
BA, International Relations
Rio Americano
Listings-to-Leads January 2010 - Present
CACEM International August 2009 - October 2010
Dow Jones August 2007 - January 2009
Dow Jones VentureOne April 2001 - August 2007
VentureOne October 1999 - April 2001
Autodesk September 1998 - June 1999
Morgan Stanley June 1997 - June 1998
Skills
Cold Calling, Sales Management, Sales, Salesforce.com, Sales Operations, Direct Sales, International Sales, Infusionsoft, Training, Trade Shows, Revenue Forecasting, Budget Process, International Marketing, International Business..., Business Development, Social Media Strategist, Real Estate Marketing, Start-ups, Account Management, Management, Product Development, Social Media Marketing, Buyers, Investment Properties, Venture Capital, Product Marketing, First Time Home Buyers, Sellers, Marketing
Education
San Francisco State University 1992 — 1996
BA, International Relations
Rio Americano
Casey Mason Casey Mason's Morgan Stanley Experience August 2002 - June 2004
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
Geoffrey Ortiz Geoffrey Ortiz's Morgan Stanley Experience February 1990 - March 2000
Job CEO at So Cal Medical Sales Inc.
Industry Hospital & Health Care
Experience
So Cal Medical Sales Inc. January 2015 - Present
TransMotion Medical, Inc. January 2012 - Present
Malibu Playhouse March 2012 - May 2013
Malibu Stage Company 1999 - September 2012
Essentia Financial September 2011 - June 2012
Widgets Inc. June 2006 - September 2011
Crowell Weedon & Co. January 2004 - June 2006
UBS Wealth Management March 2000 - December 2003
Morgan Stanley February 1990 - March 2000
Municicorp of California January 1988 - February 1990
Skills
Sales Management, Selling, Team Building, Negotiation, Product Development, Forecasting, Mergers, Business Strategy, Strategic Planning, Customer Relations, Marketing Strategy, Business Analysis, Financial Analysis, Microsoft Office, Equities, Strategy Development, Contract Negotiations, Valuation, Public Speaking, Research, Private Equity, Market Analysis, Investment Banking, Excel, Supply Chain Management, Account Management, Non-profits, Investments, Contract Management, Financial Planning, New Business Development, Portfolio Management, Asset Management, Online Marketing, Business Planning, PowerPoint, Outlook, Strategic Financial..., Asset Managment, Contract Negotiation
Education
University of California, Los Angeles 1976 — 1981
Bachelor of Arts (B.A.), Economics
Santa Monica College 1978 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
So Cal Medical Sales Inc. January 2015 - Present
TransMotion Medical, Inc. January 2012 - Present
Malibu Playhouse March 2012 - May 2013
Malibu Stage Company 1999 - September 2012
Essentia Financial September 2011 - June 2012
Widgets Inc. June 2006 - September 2011
Crowell Weedon & Co. January 2004 - June 2006
UBS Wealth Management March 2000 - December 2003
Morgan Stanley February 1990 - March 2000
Municicorp of California January 1988 - February 1990
Skills
Sales Management, Selling, Team Building, Negotiation, Product Development, Forecasting, Mergers, Business Strategy, Strategic Planning, Customer Relations, Marketing Strategy, Business Analysis, Financial Analysis, Microsoft Office, Equities, Strategy Development, Contract Negotiations, Valuation, Public Speaking, Research, Private Equity, Market Analysis, Investment Banking, Excel, Supply Chain Management, Account Management, Non-profits, Investments, Contract Management, Financial Planning, New Business Development, Portfolio Management, Asset Management, Online Marketing, Business Planning, PowerPoint, Outlook, Strategic Financial..., Asset Managment, Contract Negotiation
Education
University of California, Los Angeles 1976 — 1981
Bachelor of Arts (B.A.), Economics
Santa Monica College 1978 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Anthony Bedotto Anthony Bedotto's Morgan Stanley Experience July 2006 - September 2006
Job Manager, National Office Accounting Consultation at Deloitte
Industry Accounting
Experience
National Office Accounting Consultation at Deloitte September 2015 - Present
Deloitte October 2009 - Present
Kafoury, Armstrong and Company August 2008 - September 2008
Morgan Stanley July 2006 - September 2006
Skills
Audit, Accounting, Financial Reporting, SOX, GAAP, SEC reporting, Venture Capital, Excel, Word, PowerPoint, Revenue Recognition, Project Management, Technology, IPO, Auditing, External Audit, Mergers, Microsoft Excel, SEC Financial Reporting, SEC filings, SOX 404, Sarbanes-Oxley Act, US GAAP, Stock Compensation
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Accounting
National Office Accounting Consultation at Deloitte September 2015 - Present
Deloitte October 2009 - Present
Kafoury, Armstrong and Company August 2008 - September 2008
Morgan Stanley July 2006 - September 2006
Skills
Audit, Accounting, Financial Reporting, SOX, GAAP, SEC reporting, Venture Capital, Excel, Word, PowerPoint, Revenue Recognition, Project Management, Technology, IPO, Auditing, External Audit, Mergers, Microsoft Excel, SEC Financial Reporting, SEC filings, SOX 404, Sarbanes-Oxley Act, US GAAP, Stock Compensation
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Accounting
Nada Kasem Nada Kasem's Morgan Stanley Experience February 2011 - Present
Job Recruiting Coordinator at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley February 2011 - Present
SAP Labs June 2007 - March 2010
Skills
Recruiting, Onboarding, Organizational..., Human Resources
Education
San Jose State University 2002 — 2006
BS, International Business
Morgan Stanley February 2011 - Present
SAP Labs June 2007 - March 2010
Skills
Recruiting, Onboarding, Organizational..., Human Resources
Education
San Jose State University 2002 — 2006
BS, International Business
Alex Morrison Alex Morrison's Morgan Stanley Experience 2011 - 2013
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
NYC Department of Education 2013 - September 2014
Morgan Stanley 2011 - 2013
First Data Corporation 2006 - 2010
First Data Corporation 2002 - 2006
Commerce One 2001 - 2002
Concrete Media 2000 - 2001
Enhance Financial Services Group 1998 - 2000
Columbia University 1997 - 1998
TIAA-CREF 1996 - 1998
Skills
Management, Cross-functional Team..., Business Analysis, Project Portfolio..., Leadership, PMO, Requirements Analysis, Business Process, MS Project, SharePoint, Quality Assurance, Software Documentation, Project Delivery, Start-ups, Six Sigma, Product Development, Strategic Planning, Governance, Program Management, Project Planning, PMBOK, Risk Assessment, Vendor Management, Process Improvement, Project Manager..., Requirements Management, Continuous Improvement, Resource Management, Project Management, SDLC
Education
Columbia University - Continuing Education
Certificate, Relational Database and Structured Design
Sarah Lawrence College
Liberal Arts
JPMorgan Chase & Co. September 2014 - Present
NYC Department of Education 2013 - September 2014
Morgan Stanley 2011 - 2013
First Data Corporation 2006 - 2010
First Data Corporation 2002 - 2006
Commerce One 2001 - 2002
Concrete Media 2000 - 2001
Enhance Financial Services Group 1998 - 2000
Columbia University 1997 - 1998
TIAA-CREF 1996 - 1998
Skills
Management, Cross-functional Team..., Business Analysis, Project Portfolio..., Leadership, PMO, Requirements Analysis, Business Process, MS Project, SharePoint, Quality Assurance, Software Documentation, Project Delivery, Start-ups, Six Sigma, Product Development, Strategic Planning, Governance, Program Management, Project Planning, PMBOK, Risk Assessment, Vendor Management, Process Improvement, Project Manager..., Requirements Management, Continuous Improvement, Resource Management, Project Management, SDLC
Education
Columbia University - Continuing Education
Certificate, Relational Database and Structured Design
Sarah Lawrence College
Liberal Arts
Tim Mosley, CFP®, CAIA's Morgan Stanley Experience April 2007 - November 2007
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Morgan Stanley April 2007 - November 2007
Total Market Knowledge, Inc. 2000 - 2007
Gartner Consulting 1998 - 2000
Apple 1995 - 1997
Nielsen 1993 - 1995
Skills
Wealth Management, Investment Strategies, Financial Planning, Account Management, Strategic Leadership, Strategy Development, Business Management, Leadership Mentoring, Marketing Management, Strategic Financial..., Strategic Partnerships, Business Analysis, Process Improvement, Strategy, Consulting, Management
Education
San Jose State University 1991 — 1992
MA, Economics
Santa Clara University 1988 — 1990
MBA, Organizational Leadership
Santa Clara University 1981 — 1985
BS, Math/Math Econ
Merrill Lynch January 2008 - Present
Morgan Stanley April 2007 - November 2007
Total Market Knowledge, Inc. 2000 - 2007
Gartner Consulting 1998 - 2000
Apple 1995 - 1997
Nielsen 1993 - 1995
Skills
Wealth Management, Investment Strategies, Financial Planning, Account Management, Strategic Leadership, Strategy Development, Business Management, Leadership Mentoring, Marketing Management, Strategic Financial..., Strategic Partnerships, Business Analysis, Process Improvement, Strategy, Consulting, Management
Education
San Jose State University 1991 — 1992
MA, Economics
Santa Clara University 1988 — 1990
MBA, Organizational Leadership
Santa Clara University 1981 — 1985
BS, Math/Math Econ
David Plowden David Plowden's Morgan Stanley Experience 1992 - 2005
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities, LLC. July 2005 - 2009
Morgan Stanley 1992 - 2005
Education
San Francisco State University
Bachelor of Arts (B.A.), Communications and Business
Holds FINRA Series 7,31,63,65
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities, LLC. July 2005 - 2009
Morgan Stanley 1992 - 2005
Education
San Francisco State University
Bachelor of Arts (B.A.), Communications and Business
Holds FINRA Series 7,31,63,65
Rona Reich Rona Reich's Morgan Stanley Experience January 2000 - January 2003
Job Manager, HR Business Partner at Maxim Integrated
Industry Human Resources
Experience
Maxim Integrated November 2013 - Present
Applied Materials August 2010 - November 2013
PENINSULA TEMPLE SHOLOM January 2009 - June 2010
Enterprise Rent-A-Car August 2007 - November 2008
Morgan Stanley January 2000 - January 2003
Skills
Forecasting, Customer Service, Accounts Receivable, Competitive Analysis, Market Analysis, Excel, Data Analysis, Customer Relations, Market Research, Outlook, PowerPoint, Financial Modeling, Word, Microsoft Office, Financial Analysis, Customer Satisfaction, Spreadsheets, Lotus Notes, Business Planning, Business Strategy, SAP, Problem Solving, Process Improvement, Teamwork, Access, Microsoft Excel, Project Management, Human Resources, Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Leading People and Organizations
University of California, San Diego 2003 — 2007
BA, Economics
Maxim Integrated November 2013 - Present
Applied Materials August 2010 - November 2013
PENINSULA TEMPLE SHOLOM January 2009 - June 2010
Enterprise Rent-A-Car August 2007 - November 2008
Morgan Stanley January 2000 - January 2003
Skills
Forecasting, Customer Service, Accounts Receivable, Competitive Analysis, Market Analysis, Excel, Data Analysis, Customer Relations, Market Research, Outlook, PowerPoint, Financial Modeling, Word, Microsoft Office, Financial Analysis, Customer Satisfaction, Spreadsheets, Lotus Notes, Business Planning, Business Strategy, SAP, Problem Solving, Process Improvement, Teamwork, Access, Microsoft Excel, Project Management, Human Resources, Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Leading People and Organizations
University of California, San Diego 2003 — 2007
BA, Economics
Laura Noviello, PMP ®'s Morgan Stanley Experience 2001 - 2002
Job Engineering Program Management & Operations at Cisco
Industry Information Technology and Services
Experience
Cisco Systems March 2010 - Present
M Squared Consulting January 2007 - March 2010
Blackbaud - formerly GetActive Software June 2006 - November 2006
Morgan Stanley 2001 - 2002
Morgan Stanley Dean Witter 2000 - 2001
Lightspeed Interactive 1999 - 2000
Skills
PMO, Program Management, Software Development, Product Management, Engineering, Mediation, Technical Services, SaaS, Cross-functional Team..., Change Management, Agile Methodologies, PMP, Project Management, Vendor Management, Management Consulting, Professional Services, Software Project..., Agile Project Management, Integration, Business Analysis, Business Intelligence, Requirements Analysis, Team Building, Business Development, E-commerce, Consulting, Management, Strategy, Cloud Computing, Leadership, Cisco Technologies, Telecommunications, Start-ups, Enterprise Software, Data Center, Analysis, Security, Training, Process Improvement, ITIL, Strategic Planning, Business Transformation
Education
University of California, Berkeley
San Francisco State University
Cisco Systems March 2010 - Present
M Squared Consulting January 2007 - March 2010
Blackbaud - formerly GetActive Software June 2006 - November 2006
Morgan Stanley 2001 - 2002
Morgan Stanley Dean Witter 2000 - 2001
Lightspeed Interactive 1999 - 2000
Skills
PMO, Program Management, Software Development, Product Management, Engineering, Mediation, Technical Services, SaaS, Cross-functional Team..., Change Management, Agile Methodologies, PMP, Project Management, Vendor Management, Management Consulting, Professional Services, Software Project..., Agile Project Management, Integration, Business Analysis, Business Intelligence, Requirements Analysis, Team Building, Business Development, E-commerce, Consulting, Management, Strategy, Cloud Computing, Leadership, Cisco Technologies, Telecommunications, Start-ups, Enterprise Software, Data Center, Analysis, Security, Training, Process Improvement, ITIL, Strategic Planning, Business Transformation
Education
University of California, Berkeley
San Francisco State University
Gary Truax Gary Truax's Morgan Stanley Experience March 1997 - August 2005
Job Experienced Investment Advisor/Lecturer/Business Retirement Plan Advisor
Industry Investment Management
Experience
Integrity Capital Advisors July 2009 - Present
Merrill Lynch August 2005 - July 2009
Morgan Stanley March 1997 - August 2005
Skills
Series 63, Series 7, Series 65, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Securities, Retirement, Investments, FINRA, Fixed Income, Investment Strategies, Creative Writing, Reliability, Communication, Estate Planning
Education
San Jose State University 1983 — 1987
BA, Public Relations
Integrity Capital Advisors July 2009 - Present
Merrill Lynch August 2005 - July 2009
Morgan Stanley March 1997 - August 2005
Skills
Series 63, Series 7, Series 65, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Securities, Retirement, Investments, FINRA, Fixed Income, Investment Strategies, Creative Writing, Reliability, Communication, Estate Planning
Education
San Jose State University 1983 — 1987
BA, Public Relations
kent lehman kent lehman's Morgan Stanley Experience November 2007 - January 2009
Job Financial Strategist at Lehman Strategic Alliances
Industry Financial Services
Experience
Lehman Strategic Alliances January 2012 - Present
Tax & Financial Group October 2009 - July 2011
Morgan Stanley November 2007 - January 2009
Citigroup / Smith Barney NY February 2007 - January 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Retirement, Mutual Funds, Securities, Equities, Asset Managment, Life Insurance, Fixed Annuities, 401k, Financial Analysis, Insurance, Financial Planners, Risk Management, Disability Insurance, Banking, Series 7, Wealth Management, Pensions, Qualified Retirement..., Investment Advisory
Education
Santiago Canyon College 2001 — 2002
Lehman Strategic Alliances January 2012 - Present
Tax & Financial Group October 2009 - July 2011
Morgan Stanley November 2007 - January 2009
Citigroup / Smith Barney NY February 2007 - January 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Retirement, Mutual Funds, Securities, Equities, Asset Managment, Life Insurance, Fixed Annuities, 401k, Financial Analysis, Insurance, Financial Planners, Risk Management, Disability Insurance, Banking, Series 7, Wealth Management, Pensions, Qualified Retirement..., Investment Advisory
Education
Santiago Canyon College 2001 — 2002
Tara Fowler, CFP, CRPC's Morgan Stanley Experience June 2005 - March 2007
Job Senior Financial Advisor at Merrill Lynch. Assistant Vice President
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Morgan Stanley June 2005 - March 2007
Small Business December 1990 - December 2006
Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Financial Analysis, Financial Education, Organizational Project..., Communication, Alternative Investments, Certified Financial..., Portfolio Management, Insurance, Mortgage Lending, 401k Rollovers, Finance, Investment Advisory, Asset Allocation, IRAs, Financial Advisory, Investments, Securities, Retirement, Mutual Funds, 401k, Asset Management, FINRA, Fixed Annuities, Life Insurance, Series 63, Series 65, Uniform Combined State..., Long-term Care, Fixed Income, Equities, Investment Strategies, Financial Planning
Education
Santa Clara University - Leavey School of Business 1983 — 1986
BS, Marleting
Merrill Lynch April 2007 - Present
Morgan Stanley June 2005 - March 2007
Small Business December 1990 - December 2006
Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Financial Analysis, Financial Education, Organizational Project..., Communication, Alternative Investments, Certified Financial..., Portfolio Management, Insurance, Mortgage Lending, 401k Rollovers, Finance, Investment Advisory, Asset Allocation, IRAs, Financial Advisory, Investments, Securities, Retirement, Mutual Funds, 401k, Asset Management, FINRA, Fixed Annuities, Life Insurance, Series 63, Series 65, Uniform Combined State..., Long-term Care, Fixed Income, Equities, Investment Strategies, Financial Planning
Education
Santa Clara University - Leavey School of Business 1983 — 1986
BS, Marleting
Jolynn Peterson's Morgan Stanley Experience June 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Auction.com August 2013 - May 2014
Active Ride Shop November 2012 - January 2014
Sprouts Farmers Market May 2010 - February 2013
Skills
Customer Service, Merchandising, Microsoft Office, Retail, Inventory Management
Education
Santiago Canyon College
Associate of Arts (AA)
Morgan Stanley June 2014 - Present
Auction.com August 2013 - May 2014
Active Ride Shop November 2012 - January 2014
Sprouts Farmers Market May 2010 - February 2013
Skills
Customer Service, Merchandising, Microsoft Office, Retail, Inventory Management
Education
Santiago Canyon College
Associate of Arts (AA)
Donald Yu Donald Yu's Morgan Stanley Experience June 2014 - August 2014
Job Digital Strategy Associate at Google
Industry Computer Software
Experience
Google September 2015 - Present
Google via CDI Corp August 2015 - Present
UC Davis September 2013 - June 2015
Morgan Stanley June 2014 - August 2014
Arthritis Foundation May 2014 - August 2014
San Francisco State University September 2011 - June 2012
Skills
Economics, Event Management, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, PowerPoint, R, Gretl, Matlab, Customer Service, Public Speaking, Research, Time Management, Social Media, Social Networking, Leadership, Event Planning, Quicken, Teamwork
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (BA), Economics
San Francisco State University 2011 — 2013
Google September 2015 - Present
Google via CDI Corp August 2015 - Present
UC Davis September 2013 - June 2015
Morgan Stanley June 2014 - August 2014
Arthritis Foundation May 2014 - August 2014
San Francisco State University September 2011 - June 2012
Skills
Economics, Event Management, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, PowerPoint, R, Gretl, Matlab, Customer Service, Public Speaking, Research, Time Management, Social Media, Social Networking, Leadership, Event Planning, Quicken, Teamwork
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (BA), Economics
San Francisco State University 2011 — 2013
Ian O'Connor Ian O'Connor's Morgan Stanley Experience November 2011 - May 2012
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital October 2013 - Present
Personal Capital July 2012 - October 2013
Morgan Stanley November 2011 - May 2012
Mannheim Tornados March 2011 - September 2011
Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Asset Management, Investments, Equities, Investment Management, Management, Finance, Series 7, Venture Capital, Financial Modeling, Marketing, Leadership
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Finance, Business
Personal Capital October 2013 - Present
Personal Capital July 2012 - October 2013
Morgan Stanley November 2011 - May 2012
Mannheim Tornados March 2011 - September 2011
Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Asset Management, Investments, Equities, Investment Management, Management, Finance, Series 7, Venture Capital, Financial Modeling, Marketing, Leadership
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Finance, Business
Jason Lohe's Morgan Stanley Experience 2001 - 2003
Job Private Wealth Advisor at AvantGarde Advisors
Industry Financial Services
Experience
Avant-Garde Advisors February 2015 - Present
Safeguard Financial and Insurance Services August 2004 - Present
JP Morgan Chase 2012 - 2015
Revolutionary Sports 2011 - 2012
San Antonio Talons 2011 - 2012
GamePlan Wealth 2008 - 2012
NFL Players Association May 2006 - January 2011
AIG Advisor Group 2004 - 2006
Octagon Football 2004 - 2004
Morgan Stanley 2001 - 2003
Skills
Public Relations, Due Diligence, Event Planning, Customer Service, Corporate Finance, Business, Advertising, Banking, Investment Properties, Team Building, Teamwork, Leadership, Financial Risk, Business Strategy, Marketing Communications, Equities, Valuation, Management Consulting, Investments, Funding, Sponsorship, Entrepreneurship, Management, Marketing, Sales, Mergers & Acquisitions, Portfolio Management, Finance, Strategic Planning, Event Management, Marketing Strategy, Social Media Marketing, Financial Services, Social Media, Social Networking, Financial Planning, Start-ups, Strategy, Business Development, Public Speaking, Strategic Partnerships, Coaching, Financial Advisory, Business Planning, Fundraising, Sports, Asset Management, Sports Management, Online Marketing, Mentoring
Education
San Francisco State University 1997 — 1999
BS, Management
University of California, Santa Barbara 1993 — 1997
Sports Management
Avant-Garde Advisors February 2015 - Present
Safeguard Financial and Insurance Services August 2004 - Present
JP Morgan Chase 2012 - 2015
Revolutionary Sports 2011 - 2012
San Antonio Talons 2011 - 2012
GamePlan Wealth 2008 - 2012
NFL Players Association May 2006 - January 2011
AIG Advisor Group 2004 - 2006
Octagon Football 2004 - 2004
Morgan Stanley 2001 - 2003
Skills
Public Relations, Due Diligence, Event Planning, Customer Service, Corporate Finance, Business, Advertising, Banking, Investment Properties, Team Building, Teamwork, Leadership, Financial Risk, Business Strategy, Marketing Communications, Equities, Valuation, Management Consulting, Investments, Funding, Sponsorship, Entrepreneurship, Management, Marketing, Sales, Mergers & Acquisitions, Portfolio Management, Finance, Strategic Planning, Event Management, Marketing Strategy, Social Media Marketing, Financial Services, Social Media, Social Networking, Financial Planning, Start-ups, Strategy, Business Development, Public Speaking, Strategic Partnerships, Coaching, Financial Advisory, Business Planning, Fundraising, Sports, Asset Management, Sports Management, Online Marketing, Mentoring
Education
San Francisco State University 1997 — 1999
BS, Management
University of California, Santa Barbara 1993 — 1997
Sports Management
Alex Escobar Alex Escobar'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
Deloitte June 2013 - August 2013
Morgan Stanley February 2013 - July 2013
Equanum Capital Management July 2012 - October 2012
Skills
PowerPoint, Investment Analysis, DCF Valuation, Financial Modeling, Valuation, Wealth Management, Financial Reporting, Hedge Funds, Financial Analysis, Equities, Private Equity, Due Diligence, Investments
Education
San Jose State University 2012 — 2014
B.S. Finance and Accounting, GPA - 3.9
University of California, Santa Barbara 2011 — 2012
B.A., Economics and Accounting
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Deloitte June 2013 - August 2013
Morgan Stanley February 2013 - July 2013
Equanum Capital Management July 2012 - October 2012
Skills
PowerPoint, Investment Analysis, DCF Valuation, Financial Modeling, Valuation, Wealth Management, Financial Reporting, Hedge Funds, Financial Analysis, Equities, Private Equity, Due Diligence, Investments
Education
San Jose State University 2012 — 2014
B.S. Finance and Accounting, GPA - 3.9
University of California, Santa Barbara 2011 — 2012
B.A., Economics and Accounting
Christopher Marchese's Morgan Stanley Experience April 2007 - January 2009
Job Metals & Mining: Senior Equity & Economic Analyst for Stone Investment Group
Industry Mining & Metals
Experience
Stone Investment Group January 2011 - Present
AGA January 2015 - Present
Stone Investment Group May 2014 - February 2015
Vishni Capital July 2010 - January 2012
Morgan Stanley April 2007 - January 2009
Skills
Financial Modeling, Precious Metals, Options, Financial Analysis, Business Valuation, Economics, Valuation, Equities, Financial Reporting, Options Strategies, Equity Derivatives, Structured Products, FX Hedging, Mutual Funds, Mining Analyst, Equity Research Analysis, Financial Accounting, IFRS, Tax Accounting, Futures Trading, Public Speaking, Arbitrage, Austrian Economics, Futures, Debt Restructuring, Money & Banking, Leveraged Finance, Blogging, Trading, Published Author, Portfolio Management, Corporate Finance, Security Analysis
Education
Bond University ~ Graduate School, Santa Clara University ~ Undergraduate 2003 — 2010
Master's Degree, B.A ~ Finance, CAAP & M.A ~ Accounting
Santa Clara University - Leavey School of Business 2003 — 2007
Bachelors, Finance, Economics
Santa Clara University 2009 — 2009
CAAP (Certificate in Advanced Accounting Proficiency), Accounting, Post-Graduate
St. Francis 1999 — 2003
High School, Partying Hard
Stone Investment Group January 2011 - Present
AGA January 2015 - Present
Stone Investment Group May 2014 - February 2015
Vishni Capital July 2010 - January 2012
Morgan Stanley April 2007 - January 2009
Skills
Financial Modeling, Precious Metals, Options, Financial Analysis, Business Valuation, Economics, Valuation, Equities, Financial Reporting, Options Strategies, Equity Derivatives, Structured Products, FX Hedging, Mutual Funds, Mining Analyst, Equity Research Analysis, Financial Accounting, IFRS, Tax Accounting, Futures Trading, Public Speaking, Arbitrage, Austrian Economics, Futures, Debt Restructuring, Money & Banking, Leveraged Finance, Blogging, Trading, Published Author, Portfolio Management, Corporate Finance, Security Analysis
Education
Bond University ~ Graduate School, Santa Clara University ~ Undergraduate 2003 — 2010
Master's Degree, B.A ~ Finance, CAAP & M.A ~ Accounting
Santa Clara University - Leavey School of Business 2003 — 2007
Bachelors, Finance, Economics
Santa Clara University 2009 — 2009
CAAP (Certificate in Advanced Accounting Proficiency), Accounting, Post-Graduate
St. Francis 1999 — 2003
High School, Partying Hard
Yadira Betances Yadira Betances's Morgan Stanley Experience August 2006 - November 2006
Job Student
Industry Hospital & Health Care
Experience
Sysco Metro New York January 2011 - August 2011
Robert half - office team 2010 - 2011
Macy's Logistics October 2010 - November 2010
Guardian Service Industries March 2007 - March 2008
Morgan Stanley August 2006 - November 2006
Blue Star Jets August 2004 - October 2005
Blue Star Jers 2004 - 2005
Skills
Outlook, Spreadsheets, Customer Service, Administrative..., Data Entry, Microsoft Excel, QuickBooks, Accounts Payable, Microsoft Office, Microsoft Word, Payroll, 10 Key, PowerPoint, Fax, Invoicing, Administrative..., Management
Education
Sanford-Brown Institute-Iselin 2015 — 2016
NMBC, Medical Billing and Coding
University of Phoenix 2011 — 2013
Assoiciates, Accounting
Technical Career Institute 2002 — 2002
Computer Science
George Washington High School 1991 — 1995
Diploma, All
Sysco Metro New York January 2011 - August 2011
Robert half - office team 2010 - 2011
Macy's Logistics October 2010 - November 2010
Guardian Service Industries March 2007 - March 2008
Morgan Stanley August 2006 - November 2006
Blue Star Jets August 2004 - October 2005
Blue Star Jers 2004 - 2005
Skills
Outlook, Spreadsheets, Customer Service, Administrative..., Data Entry, Microsoft Excel, QuickBooks, Accounts Payable, Microsoft Office, Microsoft Word, Payroll, 10 Key, PowerPoint, Fax, Invoicing, Administrative..., Management
Education
Sanford-Brown Institute-Iselin 2015 — 2016
NMBC, Medical Billing and Coding
University of Phoenix 2011 — 2013
Assoiciates, Accounting
Technical Career Institute 2002 — 2002
Computer Science
George Washington High School 1991 — 1995
Diploma, All
Kim Cashman Orange County Realtor Kim Cashman Orange County Realtor's Morgan Stanley Experience 2005 - 2009
Job Realtor at Keller Williams Mission Viejo
Industry Real Estate
Experience
Keller Williams Realty, Inc. June 2015 - Present
CENTURY 21 Award July 2014 - June 2015
Prudential Financial 2010 - 2014
Morgan Stanley 2005 - 2009
Nationwide Financial 2001 - 2005
Fortis Financial Group 1998 - 2000
American Skandia 1995 - 1997
Chemical Investment Services 1993 - 1995
Marine Midland Bank 1986 - 1993
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Sarah Lawrence College
BA, Liberal Arts
Keller Williams Realty, Inc. June 2015 - Present
CENTURY 21 Award July 2014 - June 2015
Prudential Financial 2010 - 2014
Morgan Stanley 2005 - 2009
Nationwide Financial 2001 - 2005
Fortis Financial Group 1998 - 2000
American Skandia 1995 - 1997
Chemical Investment Services 1993 - 1995
Marine Midland Bank 1986 - 1993
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Sarah Lawrence College
BA, Liberal Arts
Pete Spisiak Pete Spisiak's Morgan Stanley Experience October 2007 - June 2008
Job Retail Global Supply Manager at Apple
Industry Consumer Electronics
Experience
Apple November 2014 - Present
Apple January 2012 - November 2014
Space Systems Loral May 2010 - January 2012
Space Systems Loral August 2008 - April 2010
Morgan Stanley October 2007 - June 2008
Skills
Global Sourcing, Cross-functional Team..., Business Partner..., Program Management, Management, Financial Analysis, Finance, Forecasting, Analysis, Budgets, Building Business..., Microfinance, Real Estate Development, Venture Philanthropy, Competitive Analysis, Microsoft Excel, Customer Service, Sales, Procurement
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce, Finance, Economics (Minor)
Apple November 2014 - Present
Apple January 2012 - November 2014
Space Systems Loral May 2010 - January 2012
Space Systems Loral August 2008 - April 2010
Morgan Stanley October 2007 - June 2008
Skills
Global Sourcing, Cross-functional Team..., Business Partner..., Program Management, Management, Financial Analysis, Finance, Forecasting, Analysis, Budgets, Building Business..., Microfinance, Real Estate Development, Venture Philanthropy, Competitive Analysis, Microsoft Excel, Customer Service, Sales, Procurement
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce, Finance, Economics (Minor)
Andrea Vezzadini's Morgan Stanley Experience July 2013 - December 2013
Job Analyst at PwC
Industry Investment Banking
Experience
PwC September 2015 - Present
UBS Investment Bank July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
Cellular Italia June 2012 - August 2012
Spagni&Spagni December 2011 - January 2012
Cellular Italia June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Strategic Planning, Time Management, Microsoft Word, Bloomberg, Financial Analysis, Project Planning, Information Systems, Customer Service, Budgeting process, Corporate Finance, Financial Modeling, Marketing
Education
Northeastern University, D'Amore-McKim School of Business 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Business Administration; Management, Finance
Santa Barbara City College 2009 — 2012
Associate of Arts (A.A.), Economics
PwC September 2015 - Present
UBS Investment Bank July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
Cellular Italia June 2012 - August 2012
Spagni&Spagni December 2011 - January 2012
Cellular Italia June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Strategic Planning, Time Management, Microsoft Word, Bloomberg, Financial Analysis, Project Planning, Information Systems, Customer Service, Budgeting process, Corporate Finance, Financial Modeling, Marketing
Education
Northeastern University, D'Amore-McKim School of Business 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Business Administration; Management, Finance
Santa Barbara City College 2009 — 2012
Associate of Arts (A.A.), Economics
Jason Nickels Jason Nickels's Morgan Stanley Experience February 2011 - Present
Job Associate Vice President
Industry Financial Services
Experience
Morgan Stanley February 2011 - Present
Merrill Lynch May 2004 - February 2011
Smart and Final June 1988 - May 2004
Skills
Asset Allocation, Finance, Strategic Financial..., Wealth, Mutual Funds, Series 7, Equities, Financial Analysis, Investment Strategies, Financial Advisory, IRAs, Retirement, Investments, Wealth Management, Securities, CRPC, Series 65, Management, Risk Assessment, Financial Planning, Portfolio Management, Asset Management
Education
San Francisco State University, College of Business 1993 — 1996
International Business, Finance
Morgan Stanley February 2011 - Present
Merrill Lynch May 2004 - February 2011
Smart and Final June 1988 - May 2004
Skills
Asset Allocation, Finance, Strategic Financial..., Wealth, Mutual Funds, Series 7, Equities, Financial Analysis, Investment Strategies, Financial Advisory, IRAs, Retirement, Investments, Wealth Management, Securities, CRPC, Series 65, Management, Risk Assessment, Financial Planning, Portfolio Management, Asset Management
Education
San Francisco State University, College of Business 1993 — 1996
International Business, Finance
Nigel Marin's Morgan Stanley Experience 1998 - 2002
Job SSA, Financial Executive, and Law
Industry Government Administration
Experience
Social Security Administration January 2008 - Present
Nigel A. Marin, Inc 2005 - 2008
Morgan Stanley 1998 - 2002
Wells Fargo 1996 - 1998
Skills
Legal Research, Litigation, Fiction, Freelance Writing, Non-fiction, Sales, Short Stories, Copy Editing, Novels, Editing, Fiction Writing, Proofreading, Creative Writing, Customer Service, Event Planning, Public Speaking, Legal Writing
Education
San Joaquin College of Law 2013 — 2017
Juris Doctor (J.D.), Law
Social Security Administration January 2008 - Present
Nigel A. Marin, Inc 2005 - 2008
Morgan Stanley 1998 - 2002
Wells Fargo 1996 - 1998
Skills
Legal Research, Litigation, Fiction, Freelance Writing, Non-fiction, Sales, Short Stories, Copy Editing, Novels, Editing, Fiction Writing, Proofreading, Creative Writing, Customer Service, Event Planning, Public Speaking, Legal Writing
Education
San Joaquin College of Law 2013 — 2017
Juris Doctor (J.D.), Law
Veronica Taborda's Morgan Stanley Experience May 2009 - December 2012
Job Compliance Analyst at Citibank
Industry Financial Services
Experience
Citi December 2012 - Present
Morgan Stanley May 2009 - December 2012
ABC Supply Co. March 2007 - February 2009
Skills
Customer Service, Fixed Annuities, Microsoft Excel, Microsoft Office, Credit, Retail Banking, Anti Money Laundering, Project Management, Team Management, Strategic Planning, Team Building, Financial Analysis, Strategic Financial..., Public Speaking, Accounting, Sales
Education
University of South Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (BBA), Business Management
Santa Fe College 2002 — 2004
Associate of Arts (AA), Business Administration
Citi December 2012 - Present
Morgan Stanley May 2009 - December 2012
ABC Supply Co. March 2007 - February 2009
Skills
Customer Service, Fixed Annuities, Microsoft Excel, Microsoft Office, Credit, Retail Banking, Anti Money Laundering, Project Management, Team Management, Strategic Planning, Team Building, Financial Analysis, Strategic Financial..., Public Speaking, Accounting, Sales
Education
University of South Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (BBA), Business Management
Santa Fe College 2002 — 2004
Associate of Arts (AA), Business Administration
Carlos Shimizu's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Stanford Graduate School of Business December 2011 - January 2015
Capital Asset Exchange & Trading, LLC September 2014 - December 2014
QuinStreet September 2011 - February 2014
Stanford Graduate School of Business December 2008 - December 2011
Education
Stanford University
Bachelor of Science (B.S.), Management Science & Engineering - Organizations, Technology, and Entrepreneurship Focus
Santa Clara University
Certificate, Advanced Accounting Proficiency
University of San Francisco 2013 — 2015
Master of Science (M.S.), Financial Analysis
Morgan Stanley January 2015 - Present
Stanford Graduate School of Business December 2011 - January 2015
Capital Asset Exchange & Trading, LLC September 2014 - December 2014
QuinStreet September 2011 - February 2014
Stanford Graduate School of Business December 2008 - December 2011
Education
Stanford University
Bachelor of Science (B.S.), Management Science & Engineering - Organizations, Technology, and Entrepreneurship Focus
Santa Clara University
Certificate, Advanced Accounting Proficiency
University of San Francisco 2013 — 2015
Master of Science (M.S.), Financial Analysis
Yasmin Smith's Morgan Stanley Experience January 2007 - January 2008
Job Vice President at Comerica Bank, Technology & Life Sciences Division
Industry Banking
Experience
Comerica Bank April 2015 - Present
Comerica Bank June 2012 - Present
Comerica Bank June 2010 - June 2012
Comerica Bank June 2008 - June 2010
Morgan Stanley January 2007 - January 2008
JSA Consulting October 2006 - December 2006
Santa Clara University June 2006 - September 2006
Santa Clara University- The Drahmann Center October 2005 - April 2006
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Loans, Finance, Private Equity, Commercial Banking, Banking, Start-ups, Financial Reporting, Mergers & Acquisitions, Credit, Analysis, Mergers, Credit Analysis, Venture Capital, Underwriting, Valuation, Healthcare, Life Sciences, Cash Flow Lending, Commercial Lending, Asset Based Lending, Financial Accounting, Accounting, Lines Of Credit, Revolving Lines of..., Loan Documents, Forecasting, Financial Risk, Microsoft Excel, QuickBooks, Project Management, Fundraising, Team Leadership
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Certificate, Accounting
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelors, Finance
University of Washington, Michael G. Foster School of Business 2009 — 2010
Certificate, Marketing Mangement
Comerica Bank April 2015 - Present
Comerica Bank June 2012 - Present
Comerica Bank June 2010 - June 2012
Comerica Bank June 2008 - June 2010
Morgan Stanley January 2007 - January 2008
JSA Consulting October 2006 - December 2006
Santa Clara University June 2006 - September 2006
Santa Clara University- The Drahmann Center October 2005 - April 2006
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Loans, Finance, Private Equity, Commercial Banking, Banking, Start-ups, Financial Reporting, Mergers & Acquisitions, Credit, Analysis, Mergers, Credit Analysis, Venture Capital, Underwriting, Valuation, Healthcare, Life Sciences, Cash Flow Lending, Commercial Lending, Asset Based Lending, Financial Accounting, Accounting, Lines Of Credit, Revolving Lines of..., Loan Documents, Forecasting, Financial Risk, Microsoft Excel, QuickBooks, Project Management, Fundraising, Team Leadership
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Certificate, Accounting
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelors, Finance
University of Washington, Michael G. Foster School of Business 2009 — 2010
Certificate, Marketing Mangement
Mike Weng Mike Weng's Morgan Stanley Experience 2000 - 2001
Job Associate Account Manager NPI at Foxconn
Industry Consumer Electronics
Experience
Foxconn 2014 - Present
Foxconn 2013 - Present
Foxconn 2012 - Present
Foxconn 2012 - 2012
Johns Hopkins University Carey Business School 2010 - 2012
Eudar Technology 2009 - 2009
Optimum Care International 2007 - 2008
Morgan Stanley 2000 - 2001
Skills
Marketing Strategy, Strategic Planning, Research, Program Management, Conflict Resolution, Technology, Product Development, Management, Business Development, Strategy, Start-ups, Product Management, Business Strategy, Market Research, Competitive Analysis, Leadership, Project Management
Education
Stanford University 2015 — 2017
Professional Development, Advanced Project Management
San Francisco State University
Bachelor of Science (B.S.), Economics
The Johns Hopkins University - Carey Business School
MBA, Strategy, Business Development
Foxconn 2014 - Present
Foxconn 2013 - Present
Foxconn 2012 - Present
Foxconn 2012 - 2012
Johns Hopkins University Carey Business School 2010 - 2012
Eudar Technology 2009 - 2009
Optimum Care International 2007 - 2008
Morgan Stanley 2000 - 2001
Skills
Marketing Strategy, Strategic Planning, Research, Program Management, Conflict Resolution, Technology, Product Development, Management, Business Development, Strategy, Start-ups, Product Management, Business Strategy, Market Research, Competitive Analysis, Leadership, Project Management
Education
Stanford University 2015 — 2017
Professional Development, Advanced Project Management
San Francisco State University
Bachelor of Science (B.S.), Economics
The Johns Hopkins University - Carey Business School
MBA, Strategy, Business Development
Elizabeth Caruso Elizabeth Caruso's Morgan Stanley Experience April 1998 - May 2008
Job Account Representative at Metropolitan Van & Storage
Industry Transportation/Trucking/Railroad
Experience
Metropolitan Van & Storage September 2011 - Present
Morgan Stanley Smith Barney June 2010 - September 2011
Financial Industries Compliance and Operations Professional November 2009 - June 2010
HighTower Advisors LLC Lyon Wealth Management November 2008 - November 2009
Morgan Stanley April 1998 - May 2008
Prudential Securities 1997 - 1998
American Financial 1997 - 1997
Rafa's 1986 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Series 63, Compliance, Investments, Finance, Risk Management, Alternative Investments, Hedge Funds, Customer Relations, Research, Asset Allocation, Wealth Management, Customer Service, Financial Services, Asset Managment, Estimating, Relocation, Integrity, Case Managment, Caring, Equities, Coordination, Project Management, Portfolio Management, Fixed Income, Trading, AML, Financial Analysis, FINRA, SOX, Derivatives, Bloomberg, FX, Due Diligence, Back Office, Excel, PowerPoint, Salesforce.com, Event Planning, Key Performance...
Education
San Francisco State University 2000 — 2001
Metropolitan Van & Storage September 2011 - Present
Morgan Stanley Smith Barney June 2010 - September 2011
Financial Industries Compliance and Operations Professional November 2009 - June 2010
HighTower Advisors LLC Lyon Wealth Management November 2008 - November 2009
Morgan Stanley April 1998 - May 2008
Prudential Securities 1997 - 1998
American Financial 1997 - 1997
Rafa's 1986 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Series 63, Compliance, Investments, Finance, Risk Management, Alternative Investments, Hedge Funds, Customer Relations, Research, Asset Allocation, Wealth Management, Customer Service, Financial Services, Asset Managment, Estimating, Relocation, Integrity, Case Managment, Caring, Equities, Coordination, Project Management, Portfolio Management, Fixed Income, Trading, AML, Financial Analysis, FINRA, SOX, Derivatives, Bloomberg, FX, Due Diligence, Back Office, Excel, PowerPoint, Salesforce.com, Event Planning, Key Performance...
Education
San Francisco State University 2000 — 2001
David Mraz David Mraz's Morgan Stanley Experience April 1975 - October 2007
Job Principal and Chief Investment Officer at Mraz, Amerine & Associates
Industry Investment Management
Experience
Mraz, Amerine & Associates October 2007 - Present
Morgan Stanley April 1975 - October 2007
Skills
Money Managemnet, Life Insurance, Asset Allocation, Investment Advisory, Alternative Investments, Investments, Series 7, Finance, Wealth Management
Education
Santa Clara University 1966 — 1968
Master of Business Administration (MBA), Accounting and Finance
Santa Clara University 1962 — 1966
Bachelor of Arts (BA), Political Science
Mraz, Amerine & Associates October 2007 - Present
Morgan Stanley April 1975 - October 2007
Skills
Money Managemnet, Life Insurance, Asset Allocation, Investment Advisory, Alternative Investments, Investments, Series 7, Finance, Wealth Management
Education
Santa Clara University 1966 — 1968
Master of Business Administration (MBA), Accounting and Finance
Santa Clara University 1962 — 1966
Bachelor of Arts (BA), Political Science
Phillip Benjamin Phillip Benjamin's Morgan Stanley Experience January 1999 - December 2003
Job Insurance Agent and Financial Services Professional
Industry Insurance
Experience
AAA June 2012 - Present
Pacific Coastal Pension Services August 2008 - April 2009
Wells Fargo July 2005 - June 2008
Morgan Stanley January 1999 - December 2003
Skills
Strategic Financial..., Risk Management, Relationship Management, Retirement Planning, Wealth Management, Investments, Financial Services, Insurance
Education
San Jose State University 1981 — 1985
Bachelor of Arts, Economics
AAA June 2012 - Present
Pacific Coastal Pension Services August 2008 - April 2009
Wells Fargo July 2005 - June 2008
Morgan Stanley January 1999 - December 2003
Skills
Strategic Financial..., Risk Management, Relationship Management, Retirement Planning, Wealth Management, Investments, Financial Services, Insurance
Education
San Jose State University 1981 — 1985
Bachelor of Arts, Economics
Anna On's Morgan Stanley Experience March 2005 - July 2007
Job Senior Reg'd Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2007 - Present
Morgan Stanley March 2005 - July 2007
Skills
Series 63, Series 7, Series 31, Alternative Investments, FINRA, Investments, Credit
Education
San Jose State University 2000 — 2004
BS, Finance
Morgan Stanley Smith Barney July 2007 - Present
Morgan Stanley March 2005 - July 2007
Skills
Series 63, Series 7, Series 31, Alternative Investments, FINRA, Investments, Credit
Education
San Jose State University 2000 — 2004
BS, Finance
Paul Cecconi, CIMA®'s Morgan Stanley Experience June 2008 - September 2008
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2010 - Present
Wells Fargo August 2009 - July 2010
Morgan Stanley June 2008 - September 2008
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Valuation, Investment Advisory, Equities, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2013
Certified Investment Management Analyst Program
Santa Clara University 2005 — 2009
BSC, Finance
Campolindo High School 2001 — 2005
Bessemer Trust July 2010 - Present
Wells Fargo August 2009 - July 2010
Morgan Stanley June 2008 - September 2008
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Valuation, Investment Advisory, Equities, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2013
Certified Investment Management Analyst Program
Santa Clara University 2005 — 2009
BSC, Finance
Campolindo High School 2001 — 2005
Hristina Le Blanc Hristina Le Blanc's Morgan Stanley Experience November 1996 - March 1997
Job Independent Accounting Professional
Industry Accounting
Experience
Hristina Le Blanc Professional Organizing & Bookkeeping May 2007 - Present
Dawn Breaker Systems, LLC August 2005 - April 2007
Dawn Breaker Systems, LLC October 2003 - July 2005
Foot Locker, Inc March 2002 - September 2003
Unique Products, Inc October 2001 - February 2002
Kaplan, Inc March 1997 - January 2001
Echo Development LLC January 1999 - December 2000
Morgan Stanley November 1996 - March 1997
Multimedia Research Group August 1995 - November 1996
Skills
Management, Accounting, Financial Reporting
Education
San Francisco State University
B.A, Physics
Hristina Le Blanc Professional Organizing & Bookkeeping May 2007 - Present
Dawn Breaker Systems, LLC August 2005 - April 2007
Dawn Breaker Systems, LLC October 2003 - July 2005
Foot Locker, Inc March 2002 - September 2003
Unique Products, Inc October 2001 - February 2002
Kaplan, Inc March 1997 - January 2001
Echo Development LLC January 1999 - December 2000
Morgan Stanley November 1996 - March 1997
Multimedia Research Group August 1995 - November 1996
Skills
Management, Accounting, Financial Reporting
Education
San Francisco State University
B.A, Physics
Jordan Ng Jordan Ng's Morgan Stanley Experience May 2014 - March 2015
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley May 2014 - March 2015
First Republic Bank January 2013 - April 2014
Peak View Partners, LLC August 2011 - August 2012
Education
San Jose State University 2007 — 2011
Bachelor of Science, Finance
Merrill Lynch March 2015 - Present
Morgan Stanley May 2014 - March 2015
First Republic Bank January 2013 - April 2014
Peak View Partners, LLC August 2011 - August 2012
Education
San Jose State University 2007 — 2011
Bachelor of Science, Finance
Dave O'Neill Dave O'Neill's Morgan Stanley Experience July 2007 - September 2007
Job Internal Communications at Airbnb
Industry Internet
Experience
Airbnb February 2013 - Present
Airbnb February 2012 - Present
Canals of France March 2011 - October 2011
Urban Visions July 2008 - December 2010
Morgan Stanley July 2007 - September 2007
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce, Finance
Airbnb February 2013 - Present
Airbnb February 2012 - Present
Canals of France March 2011 - October 2011
Urban Visions July 2008 - December 2010
Morgan Stanley July 2007 - September 2007
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce, Finance
Jeremy Benloulou Jeremy Benloulou's Morgan Stanley Experience May 2007 - February 2008
Job Senior Associate at Pegasus Investments
Industry Real Estate
Experience
Pegasus Investments May 2015 - Present
Pegasus Investments November 2012 - May 2015
The Standard Oil Investment Group October 2011 - June 2012
Ensemble Real Estate June 2011 - September 2011
Eden Rock Capital, Private Equity September 2010 - June 2011
Prudential Douglas Elliman, Real Estate Brokerage May 2010 - September 2010
Morgan-Stanley May 2007 - February 2008
Skills
Argus Modeling, Microsoft Excel, Excel models, Financial Analysis, Financial Modeling, Real Estate, Commercial Real Estate, Real Estate Acquisitions, Mergers & Acquisitions, Investment Properties, Portfolio Management, Valuation, Finance, Investments, Real Estate Development
Education
University of Southern California 2009 — 2011
Bachelor of Science, Public Policy, Management and Planning; Real Estate Development
Casablanca American School 1991 — 2004
Santa Monica College
UCLA
Pegasus Investments May 2015 - Present
Pegasus Investments November 2012 - May 2015
The Standard Oil Investment Group October 2011 - June 2012
Ensemble Real Estate June 2011 - September 2011
Eden Rock Capital, Private Equity September 2010 - June 2011
Prudential Douglas Elliman, Real Estate Brokerage May 2010 - September 2010
Morgan-Stanley May 2007 - February 2008
Skills
Argus Modeling, Microsoft Excel, Excel models, Financial Analysis, Financial Modeling, Real Estate, Commercial Real Estate, Real Estate Acquisitions, Mergers & Acquisitions, Investment Properties, Portfolio Management, Valuation, Finance, Investments, Real Estate Development
Education
University of Southern California 2009 — 2011
Bachelor of Science, Public Policy, Management and Planning; Real Estate Development
Casablanca American School 1991 — 2004
Santa Monica College
UCLA
Denise Diez Denise Diez's Morgan Stanley Experience September 2008 - Present
Job VP at MS
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Morgan Stanley January 2008 - November 2008
Morgan Stanley January 2001 - January 2008
Neuberger Berman January 2000 - January 2001
Education
Santa Monica College
Liberal Arts
Oak Creek H.S. Oak
Morgan Stanley September 2008 - Present
Morgan Stanley January 2008 - November 2008
Morgan Stanley January 2001 - January 2008
Neuberger Berman January 2000 - January 2001
Education
Santa Monica College
Liberal Arts
Oak Creek H.S. Oak
Brian Judson's Morgan Stanley Experience July 2006 - August 2007
Job Hiatus at Self
Industry Management Consulting
Experience
Self August 2015 - Present
JC Lewis Ford July 2013 - Present
VR Business Sales September 2007 - January 2014
Ruth's Chris Steak House Savannah September 2010 - June 2013
Savannah Historic District Board of Review March 2007 - March 2013
Telfair Academy & Jepson Center for the Arts 2007 - 2013
Morgan Stanley July 2006 - August 2007
Skills
Business Brokerage, Real Estate Development, Small Business, Sales, Franchising, Team Building, Entrepreneurship, Investment Properties, Customer Service, Real Estate, Mergers & Acquisitions, Management, Public Speaking, Marketing, Event Management, Leadership, Selling, Property Management, Social Media Marketing, Finance, Strategic Planning, Location Intelligence, Coaching, Sellers, Leadership Development, Public Relations, Marketing Strategy, Real Estate Transactions, Art, Valuation, Strategic Financial..., Fundraising, Nonprofits, Social Networking, Investments, Event Planning, Advertising, Restaurants, Social Media, Real Estate Economics, Hospitality, New Business Development, Mergers, Commercial Real Estate, Budgets, Investors, Sales Management, Online Marketing, Negotiation, Training
Education
Masconomet
San Jose State University 1971 — 1974
UCSC 1973 — 1975
Samuel Ayer High School
Self August 2015 - Present
JC Lewis Ford July 2013 - Present
VR Business Sales September 2007 - January 2014
Ruth's Chris Steak House Savannah September 2010 - June 2013
Savannah Historic District Board of Review March 2007 - March 2013
Telfair Academy & Jepson Center for the Arts 2007 - 2013
Morgan Stanley July 2006 - August 2007
Skills
Business Brokerage, Real Estate Development, Small Business, Sales, Franchising, Team Building, Entrepreneurship, Investment Properties, Customer Service, Real Estate, Mergers & Acquisitions, Management, Public Speaking, Marketing, Event Management, Leadership, Selling, Property Management, Social Media Marketing, Finance, Strategic Planning, Location Intelligence, Coaching, Sellers, Leadership Development, Public Relations, Marketing Strategy, Real Estate Transactions, Art, Valuation, Strategic Financial..., Fundraising, Nonprofits, Social Networking, Investments, Event Planning, Advertising, Restaurants, Social Media, Real Estate Economics, Hospitality, New Business Development, Mergers, Commercial Real Estate, Budgets, Investors, Sales Management, Online Marketing, Negotiation, Training
Education
Masconomet
San Jose State University 1971 — 1974
UCSC 1973 — 1975
Samuel Ayer High School
Kyle Merrigan Kyle Merrigan's Morgan Stanley Experience August 2015 - September 2015
Job Private Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
All About Parking August 2011 - Present
Morgan Stanley August 2015 - September 2015
Performance Hoops Training July 2011 - July 2014
Spectrum Development Company June 2013 - September 2013
Ball Till I Die December 2011 - September 2013
Skills
Leadership, Team Player, Builds Relationships, Organizational..., Finance, Business Intelligence, Strong Business Acumen, Microsoft Excel, Teamwork, Time Management, Event Planning, PowerPoint, Microsoft Word, Customer Service
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor's Degree, Finance and Entrepreneurship
Junipero Serra High School 2009 — 2013
High School, College Preparatory
All About Parking August 2011 - Present
Morgan Stanley August 2015 - September 2015
Performance Hoops Training July 2011 - July 2014
Spectrum Development Company June 2013 - September 2013
Ball Till I Die December 2011 - September 2013
Skills
Leadership, Team Player, Builds Relationships, Organizational..., Finance, Business Intelligence, Strong Business Acumen, Microsoft Excel, Teamwork, Time Management, Event Planning, PowerPoint, Microsoft Word, Customer Service
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor's Degree, Finance and Entrepreneurship
Junipero Serra High School 2009 — 2013
High School, College Preparatory
Donald Zheng, CFA, FRM's Morgan Stanley Experience 2004 - 2006
Job Director of Product Management at Lattice Strategies, LLC
Industry Investment Management
Experience
Wells Fargo 2012 - 2014
BlackRock 2008 - 2011
Barclays Global Investors 2006 - 2008
Barclays Global Investors 2006 - 2006
Morgan Stanley 2004 - 2006
Jane Capital Partners, LLC 2003 - 2003
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD 1992 - 2001
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Equities, Investment Strategies, Asset Management, Risk Management, Wealth Management, Global Strategy, Finance, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Strategy
Education
San Francisco State University
MBA
Wells Fargo 2012 - 2014
BlackRock 2008 - 2011
Barclays Global Investors 2006 - 2008
Barclays Global Investors 2006 - 2006
Morgan Stanley 2004 - 2006
Jane Capital Partners, LLC 2003 - 2003
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD 1992 - 2001
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Equities, Investment Strategies, Asset Management, Risk Management, Wealth Management, Global Strategy, Finance, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Strategy
Education
San Francisco State University
MBA
Angela Reeves's Morgan Stanley Experience April 1994 - April 1997
Job Partner at Right Executive Search
Industry Staffing and Recruiting
Experience
Right Executive Search, LLC June 2010 - Present
CTR Professional Group October 2009 - June 2010
HIREground Executive Search, LLC March 2008 - October 2009
KTP Executive Search 2007 - April 2008
Seton Smoke Capital Management 2006 - 2006
Fisher Investments March 2001 - December 2005
CIBC Oppenheimer April 1997 - March 2001
Morgan Stanley April 1994 - April 1997
Education
San Francisco State University
BS, Business / Finance
University of San Francisco
MBA, Business / Finance
Right Executive Search, LLC June 2010 - Present
CTR Professional Group October 2009 - June 2010
HIREground Executive Search, LLC March 2008 - October 2009
KTP Executive Search 2007 - April 2008
Seton Smoke Capital Management 2006 - 2006
Fisher Investments March 2001 - December 2005
CIBC Oppenheimer April 1997 - March 2001
Morgan Stanley April 1994 - April 1997
Education
San Francisco State University
BS, Business / Finance
University of San Francisco
MBA, Business / Finance
Douglas Pavese's Morgan Stanley Experience 1968 - 2007
Job Non Profit Consultant
Industry Nonprofit Organization Management
Experience
Financial Industry Regulatory Authority 2007 - Present
Santa Rosa Junior College Foundation July 1998 - Present
Douglas Pavese Consulting 1998 - Present
Santa Rosa High School Foundation 1988 - Present
Morgan Stanley 1968 - 2007
United States Navy November 1963 - August 1989
Skills
Investments, Strategic Planning, Portfolio Management, Nonprofits, Investment Management, Securities, Asset Allocation, Leadership, Non-profits, Investment Advisory, Wealth Management, Alternative Investments, Asset Management, Business Planning, Coaching, Mutual Funds, Estate Planning, Series 7, Small Business, FINRA, Compliance, Arbitration, Equities, Retirement Planning, Wealth, Mentoring, Bonds, Options, Managed Furures, Organizational..., Management, Microsoft Office, Public Speaking, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2005
Advanced Institutional Consulting Certification, Investment Management
University of Pennsylvania - The Wharton School
CIMA Certification, Investment Management
San Jose State University 1961 — 1963
Bachelor of Science (BS), Business Management
Santa Rosa Junior College 1958 — 1961
Associate of Arts (AA), Business Administration
Santa Rosa High School 1955 — 1958
Financial Industry Regulatory Authority 2007 - Present
Santa Rosa Junior College Foundation July 1998 - Present
Douglas Pavese Consulting 1998 - Present
Santa Rosa High School Foundation 1988 - Present
Morgan Stanley 1968 - 2007
United States Navy November 1963 - August 1989
Skills
Investments, Strategic Planning, Portfolio Management, Nonprofits, Investment Management, Securities, Asset Allocation, Leadership, Non-profits, Investment Advisory, Wealth Management, Alternative Investments, Asset Management, Business Planning, Coaching, Mutual Funds, Estate Planning, Series 7, Small Business, FINRA, Compliance, Arbitration, Equities, Retirement Planning, Wealth, Mentoring, Bonds, Options, Managed Furures, Organizational..., Management, Microsoft Office, Public Speaking, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2005
Advanced Institutional Consulting Certification, Investment Management
University of Pennsylvania - The Wharton School
CIMA Certification, Investment Management
San Jose State University 1961 — 1963
Bachelor of Science (BS), Business Management
Santa Rosa Junior College 1958 — 1961
Associate of Arts (AA), Business Administration
Santa Rosa High School 1955 — 1958
Jobe Lawson's Morgan Stanley Experience TrainerPictage, Inc.2004 - 2006
Job Technology Trainer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley TrainerPictage, Inc.2004 - 2006
Goldman Sachs 1985 - 2001
Bank of America 1982 - 1985
Education
San Francisco State University 1977 — 1983
Morgan Stanley TrainerPictage, Inc.2004 - 2006
Goldman Sachs 1985 - 2001
Bank of America 1982 - 1985
Education
San Francisco State University 1977 — 1983
Ravi Sheth's Morgan Stanley Experience September 2014 - January 2015
Job Vice President Database Management at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley September 2014 - January 2015
Equifax May 2007 - February 2014
The Home Depot May 2006 - May 2007
United Healthgroup September 2002 - May 2006
AT&T August 1998 - August 2002
WellPoint July 1997 - July 1998
Intertec Systems LLC - Dubai, U.A.E. August 1989 - June 1997
Shri Dinesh Mills Ltd. – INDIA March 1984 - August 1989
Education
Sardar Patel University 1981 — 1982
Master's degree, Computer Science
The Maharaja Sayajirao University of Baroda 1978 — 1981
Bachelor's Degree, Mathematics and Computer Science
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley September 2014 - January 2015
Equifax May 2007 - February 2014
The Home Depot May 2006 - May 2007
United Healthgroup September 2002 - May 2006
AT&T August 1998 - August 2002
WellPoint July 1997 - July 1998
Intertec Systems LLC - Dubai, U.A.E. August 1989 - June 1997
Shri Dinesh Mills Ltd. – INDIA March 1984 - August 1989
Education
Sardar Patel University 1981 — 1982
Master's degree, Computer Science
The Maharaja Sayajirao University of Baroda 1978 — 1981
Bachelor's Degree, Mathematics and Computer Science
Tasha Blackman's Morgan Stanley Experience February 2006 - April 2007
Job Marketing Director
Industry Retail
Experience
Macy's February 2015 - Present
Macy's September 2014 - February 2015
Macy's October 2013 - September 2014
Macy's July 2013 - October 2013
Macy's March 2013 - July 2013
Macy's May 2012 - March 2013
Macy's December 2009 - April 2012
Lord & Taylor July 2009 - November 2009
Lord & Taylor May 2007 - June 2009
Morgan Stanley February 2006 - April 2007
Skills
Media Planning, Digital Marketing, Marketing Strategy, CRM, Direct Mail, Digital Media, Social Media, Media Buying, Strategic Planning, Cosmetics, Retail Marketing, Project Management, Marketing Effectiveness, Budget Management, Competitive Analysis, Marketing, Fragrance, SEO, SEM, E-commerce
Education
Tufts University
Bachelor of Arts, Art HIstory, Italian Studies
Universita di Roma "La Sapienza"
study abroad, Literature, Art History
Macy's February 2015 - Present
Macy's September 2014 - February 2015
Macy's October 2013 - September 2014
Macy's July 2013 - October 2013
Macy's March 2013 - July 2013
Macy's May 2012 - March 2013
Macy's December 2009 - April 2012
Lord & Taylor July 2009 - November 2009
Lord & Taylor May 2007 - June 2009
Morgan Stanley February 2006 - April 2007
Skills
Media Planning, Digital Marketing, Marketing Strategy, CRM, Direct Mail, Digital Media, Social Media, Media Buying, Strategic Planning, Cosmetics, Retail Marketing, Project Management, Marketing Effectiveness, Budget Management, Competitive Analysis, Marketing, Fragrance, SEO, SEM, E-commerce
Education
Tufts University
Bachelor of Arts, Art HIstory, Italian Studies
Universita di Roma "La Sapienza"
study abroad, Literature, Art History
Anthony Tijerino's Morgan Stanley Experience July 2005 - June 2007
Job
Industry Information Technology and Services
Experience
AdvanTel Networks June 2014 - September 2015
PerkHub October 2013 - July 2014
GroupPrice February 2011 - January 2014
Yelp.com February 2010 - January 2011
Technology Investment Bank February 2009 - January 2010
AEI Ventures March 2008 - February 2009
Morgan Stanley July 2005 - June 2007
Bear Stearns March 2004 - February 2005
Education
San Francisco State University
B.S.
El Camino High School - SSF
AdvanTel Networks June 2014 - September 2015
PerkHub October 2013 - July 2014
GroupPrice February 2011 - January 2014
Yelp.com February 2010 - January 2011
Technology Investment Bank February 2009 - January 2010
AEI Ventures March 2008 - February 2009
Morgan Stanley July 2005 - June 2007
Bear Stearns March 2004 - February 2005
Education
San Francisco State University
B.S.
El Camino High School - SSF
melanie lasic's Morgan Stanley Experience February 1992 - October 2001
Job Experienced Executive Assistant
Industry Investment Banking
Experience
Grand Jean Capital Management October 2006 - October 2008
Hooked on Phonics February 2002 - January 2003
Morgan Stanley February 1992 - October 2001
Education
San Francisco State University
BS, Finance
Grand Jean Capital Management October 2006 - October 2008
Hooked on Phonics February 2002 - January 2003
Morgan Stanley February 1992 - October 2001
Education
San Francisco State University
BS, Finance
Jay Mooreland's Morgan Stanley Experience August 1999 - May 2002
Job Speaker, Educator, Consultant
Industry Financial Services
Experience
The Emotional Investor December 2011 - Present
Certified Financial Planner September 2008 - Present
Merrill Lynch May 2002 - September 2008
Morgan Stanley August 1999 - May 2002
Skills
Behavioral Finance, Behavioral Science, Economics, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Estate Planning, Investments, Securities
Education
University of Minnesota-Twin Cities 2009 — 2011
MS, Applied Economics
San Jose State University 1997 — 2001
BS, Finance
The Emotional Investor December 2011 - Present
Certified Financial Planner September 2008 - Present
Merrill Lynch May 2002 - September 2008
Morgan Stanley August 1999 - May 2002
Skills
Behavioral Finance, Behavioral Science, Economics, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Estate Planning, Investments, Securities
Education
University of Minnesota-Twin Cities 2009 — 2011
MS, Applied Economics
San Jose State University 1997 — 2001
BS, Finance
Jason Cruse's Morgan Stanley Experience October 2009 - July 2010
Job Associate Product Manager, Consumer Insights Consumer Digital Technology at Nike
Industry Information Technology and Services
Experience
Nike December 2013 - Present
Sony Computer Entertainment Americas August 2010 - October 2013
Morgan Stanley October 2009 - July 2010
Federal Home Loan Bank March 2009 - October 2009
Morgan Stanley March 2006 - May 2008
Morgan Stanley November 1999 - March 2006
Quokka.com June 1999 - November 1999
Eclipse Surgical Technologies, Inc January 1999 - June 1999
SAIC March 1998 - January 1999
Bay Networks January 1998 - March 1998
Skills
Project Management, Development Management, Business Intelligence, Data Warehousing, Databases, Business Objects, Dimensional Modeling, Sybase, ETL, SQL, MS Project, Relational Databases, Analytics, Data Integration, Business Analysis, SDLC, Management, Oracle, Software Project...
Education
Stanford University 1990 — 1994
B.A., Psychology
University of California, Berkeley 1997 — 1998
Accounting, Oracle
San Francisco State University 1995 — 1996
Physics and Physical Chemistry
Nike December 2013 - Present
Sony Computer Entertainment Americas August 2010 - October 2013
Morgan Stanley October 2009 - July 2010
Federal Home Loan Bank March 2009 - October 2009
Morgan Stanley March 2006 - May 2008
Morgan Stanley November 1999 - March 2006
Quokka.com June 1999 - November 1999
Eclipse Surgical Technologies, Inc January 1999 - June 1999
SAIC March 1998 - January 1999
Bay Networks January 1998 - March 1998
Skills
Project Management, Development Management, Business Intelligence, Data Warehousing, Databases, Business Objects, Dimensional Modeling, Sybase, ETL, SQL, MS Project, Relational Databases, Analytics, Data Integration, Business Analysis, SDLC, Management, Oracle, Software Project...
Education
Stanford University 1990 — 1994
B.A., Psychology
University of California, Berkeley 1997 — 1998
Accounting, Oracle
San Francisco State University 1995 — 1996
Physics and Physical Chemistry
Anissa Tse's Morgan Stanley Experience 2001 - 2002
Job IT Professional/Business Analyst/Developer
Industry Information Technology and Services
Experience
OAC Services March 2015 - Present
Silicon Image May 2006 - January 2015
Silicon Image September 2004 - May 2006
Ci4 Tech 2003 - 2004
Morgan Stanley 2001 - 2002
OOCL (Orient Overseas Container Lines) 1999 - 2001
Skills
Integration, Oracle E-Business Suite, Oracle, Enterprise Software, Oracle Applications, Oracle Discoverer, ERP, Project Management, CRM, Cross-functional Team..., Testing, Order Management, PL/SQL, Software Development, Databases, Program Management, Requirements Analysis, Product Management, Business Intelligence, Software Project..., Business Analysis, Oracle SQL, Oracle Order Management, SQL, Web Applications, Business Requirements, End User Training, Process Improvement, Solution Architecture, Business Process, Order to Cash, Java, Issue Management, Toad, Dataload, SDLC, Unix, Start-ups, Analysis, Business Process..., Microsoft SQL Server, Cloud Computing, SaaS, Shell Scripting, Agile Methodologies, Analytics, Perl, Salesforce.com, Force.com, Cloud Applications
Education
SFSU
Bachelor of Science (BS), Computer Information Systems
OAC Services March 2015 - Present
Silicon Image May 2006 - January 2015
Silicon Image September 2004 - May 2006
Ci4 Tech 2003 - 2004
Morgan Stanley 2001 - 2002
OOCL (Orient Overseas Container Lines) 1999 - 2001
Skills
Integration, Oracle E-Business Suite, Oracle, Enterprise Software, Oracle Applications, Oracle Discoverer, ERP, Project Management, CRM, Cross-functional Team..., Testing, Order Management, PL/SQL, Software Development, Databases, Program Management, Requirements Analysis, Product Management, Business Intelligence, Software Project..., Business Analysis, Oracle SQL, Oracle Order Management, SQL, Web Applications, Business Requirements, End User Training, Process Improvement, Solution Architecture, Business Process, Order to Cash, Java, Issue Management, Toad, Dataload, SDLC, Unix, Start-ups, Analysis, Business Process..., Microsoft SQL Server, Cloud Computing, SaaS, Shell Scripting, Agile Methodologies, Analytics, Perl, Salesforce.com, Force.com, Cloud Applications
Education
SFSU
Bachelor of Science (BS), Computer Information Systems
Elena Khan's Morgan Stanley Experience January 2011 - December 2012
Job Senior Financial Analyst, FP&A at Autodesk
Industry Information Technology and Services
Experience
Autodesk February 2014 - Present
Demandforce, an Intuit Company October 2012 - January 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley May 2008 - December 2010
JPMorgan October 2006 - May 2008
Skills
Equities, Financial Statement..., Financial Modeling, Financial Analysis, Valuation, DCF, Equity Research, Competitive Analysis, Finance, Strategy, Business Analysis, Analysis, Forecasting, Strategic Financial..., Analytics
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Autodesk February 2014 - Present
Demandforce, an Intuit Company October 2012 - January 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley May 2008 - December 2010
JPMorgan October 2006 - May 2008
Skills
Equities, Financial Statement..., Financial Modeling, Financial Analysis, Valuation, DCF, Equity Research, Competitive Analysis, Finance, Strategy, Business Analysis, Analysis, Forecasting, Strategic Financial..., Analytics
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Paul Bae's Morgan Stanley Experience January 2001 - December 2003
Job Area Manager
Industry Automotive
Experience
Bridgestone Retail Operations January 2004 - Present
Morgan Stanley January 2001 - December 2003
Lsi logic January 1999 - December 2000
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, Retail, Inventory Management, Sales Management, Strategic Planning, Team Building, Customer Satisfaction
Education
San Jose State University 1997 — 1999
Bachelor of Science (B.S.), Economics
University of California, Santa Barbara 1995 — 1997
Mechanical Engineering
Bridgestone Retail Operations January 2004 - Present
Morgan Stanley January 2001 - December 2003
Lsi logic January 1999 - December 2000
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, Retail, Inventory Management, Sales Management, Strategic Planning, Team Building, Customer Satisfaction
Education
San Jose State University 1997 — 1999
Bachelor of Science (B.S.), Economics
University of California, Santa Barbara 1995 — 1997
Mechanical Engineering
Erika Patton's Morgan Stanley Experience August 1997 - February 2000
Job Workforce Development Manager at California Correctional Health Care Services
Industry Marketing and Advertising
Experience
California Correctional Health Care Services April 2014 - Present
Bernard Hodes Group May 2002 - January 2014
Sacramento Home Loan Counseling Center September 2000 - May 2002
Morgan Stanley August 1997 - February 2000
Skills
Marketing, Media Buying, Media Planning, Account Management, Interactive Marketing, Advertising, Online Advertising, Event Planning, Digital Strategy, Advertising Sales, Integrated Marketing, Digital Marketing, Digital Media, Brand Development, Email Marketing
Education
San Jose State University 1992 — 1996
BS, Advertising
California Correctional Health Care Services April 2014 - Present
Bernard Hodes Group May 2002 - January 2014
Sacramento Home Loan Counseling Center September 2000 - May 2002
Morgan Stanley August 1997 - February 2000
Skills
Marketing, Media Buying, Media Planning, Account Management, Interactive Marketing, Advertising, Online Advertising, Event Planning, Digital Strategy, Advertising Sales, Integrated Marketing, Digital Marketing, Digital Media, Brand Development, Email Marketing
Education
San Jose State University 1992 — 1996
BS, Advertising
Sherie Helstien's Morgan Stanley Experience June 1999 - September 1999
Job Secretary, Elected member of Roosevelt Island Residents Association
Industry Civic & Social Organization
Experience
Roosevelt Island Residents Association (RIRA) April 1998 - Present
Roosevelt Island Residents Association 1997 - Present
SEVERAL SHORT AND SEVERAL LONG-TERM TEMPORARY ASSIGNMENTS AFTER THE DEMISE OF ARTHUR ANDERSEN September 2002 - December 2006
Arthur Andersen August 2000 - April 2002
Morgan Stanley June 1999 - September 1999
Salomon Smith Barney February 1997 - October 1998
Paine Webber August 1988 - April 1995
Skills
Fundraising, Management, Non-profits
Education
San Francisco State University 1970 — 1974
Roosevelt Island Residents Association (RIRA) April 1998 - Present
Roosevelt Island Residents Association 1997 - Present
SEVERAL SHORT AND SEVERAL LONG-TERM TEMPORARY ASSIGNMENTS AFTER THE DEMISE OF ARTHUR ANDERSEN September 2002 - December 2006
Arthur Andersen August 2000 - April 2002
Morgan Stanley June 1999 - September 1999
Salomon Smith Barney February 1997 - October 1998
Paine Webber August 1988 - April 1995
Skills
Fundraising, Management, Non-profits
Education
San Francisco State University 1970 — 1974
Glenn Saito's Morgan Stanley Experience March 2000 - January 2002
Job
Industry E-Learning
Experience
Palo Alto University June 2011 - Present
L-3 Communications April 2009 - April 2011
AT&T January 2007 - April 2009
AAA November 2006 - January 2007
Genentech July 2006 - November 2006
LeapFrog April 2006 - June 2006
Autodesk April 2004 - November 2005
Morgan Stanley March 2000 - January 2002
Skills
E-Learning, Needs Analysis, ADDIE, Learning Management..., Instructional Design, Training, Captivate, Distance Learning, XML, Instructor-led Training, Proposal Writing, SnagIt, Camtasia, Mac OS X, Blended Learning, Instructional Technology, Learning Management, Lectora
Education
San Francisco State University 2003 — 2006
MA, Instructional Technologies
Palo Alto University June 2011 - Present
L-3 Communications April 2009 - April 2011
AT&T January 2007 - April 2009
AAA November 2006 - January 2007
Genentech July 2006 - November 2006
LeapFrog April 2006 - June 2006
Autodesk April 2004 - November 2005
Morgan Stanley March 2000 - January 2002
Skills
E-Learning, Needs Analysis, ADDIE, Learning Management..., Instructional Design, Training, Captivate, Distance Learning, XML, Instructor-led Training, Proposal Writing, SnagIt, Camtasia, Mac OS X, Blended Learning, Instructional Technology, Learning Management, Lectora
Education
San Francisco State University 2003 — 2006
MA, Instructional Technologies
Poonam Nankani's Morgan Stanley Experience August 2010 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2010 - Present
Education
Sardar Patel University
Bachelor of Engineering, Information Technology
Morgan Stanley August 2010 - Present
Education
Sardar Patel University
Bachelor of Engineering, Information Technology
Victoria Luu's Morgan Stanley Experience September 2000 - August 2002
Job Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - April 2009
Group July 2003 - May 2006
Morgan Stanley September 2000 - August 2002
University California of March 1997 - August 2000
Education
San Francisco State University
Bachelor of Arts, Liberal Studies and Asian American Studies
Charles Schwab January 2007 - April 2009
Group July 2003 - May 2006
Morgan Stanley September 2000 - August 2002
University California of March 1997 - August 2000
Education
San Francisco State University
Bachelor of Arts, Liberal Studies and Asian American Studies
Chris Benioff's Morgan Stanley Experience May 2004 - August 2004
Job Vice President & Alternate Credit Adminstration Officer at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2013 - Present
Comerica Bank March 2010 - April 2013
Comerica Bank October 2007 - March 2010
Comerica Bank February 2007 - September 2007
Comerica Bank July 2006 - February 2007
Comerica Bank July 2005 - July 2006
Morgan Stanley May 2004 - August 2004
Novellus Systems July 2001 - May 2002
Skills
Banking, Customer Service, Credit, Credit Risk, Underwriting, Financial Analysis, Financial Modeling, Problem Solving, Loans, Leveraged Finance, Growth Capital, Revolving Lines of..., Microsoft Office, Real Estate, Mortgage Lending, Management, Portfolio Management, Cash Management, Investments, Finance, Loan Origination, Commercial Lending, Strategic Financial..., Credit Analysis
Education
Santa Clara University - Leavey School of Business 2003 — 2005
MBA, Finance
Santa Clara University 1997 — 2001
BS, Mechanical Engineering
Comerica Bank April 2013 - Present
Comerica Bank March 2010 - April 2013
Comerica Bank October 2007 - March 2010
Comerica Bank February 2007 - September 2007
Comerica Bank July 2006 - February 2007
Comerica Bank July 2005 - July 2006
Morgan Stanley May 2004 - August 2004
Novellus Systems July 2001 - May 2002
Skills
Banking, Customer Service, Credit, Credit Risk, Underwriting, Financial Analysis, Financial Modeling, Problem Solving, Loans, Leveraged Finance, Growth Capital, Revolving Lines of..., Microsoft Office, Real Estate, Mortgage Lending, Management, Portfolio Management, Cash Management, Investments, Finance, Loan Origination, Commercial Lending, Strategic Financial..., Credit Analysis
Education
Santa Clara University - Leavey School of Business 2003 — 2005
MBA, Finance
Santa Clara University 1997 — 2001
BS, Mechanical Engineering
Addison Schroeder's Morgan Stanley Experience May 2011 - February 2012
Job Associate at ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital January 2013 - Present
ICONIQ Capital February 2012 - December 2012
Morgan Stanley May 2011 - February 2012
Wales Investments April 2009 - April 2011
eBay June 2008 - August 2008
Morgan Stanley June 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equities, Finance, Private Equity, Downhill Skiing
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance, Economics
ICONIQ Capital January 2013 - Present
ICONIQ Capital February 2012 - December 2012
Morgan Stanley May 2011 - February 2012
Wales Investments April 2009 - April 2011
eBay June 2008 - August 2008
Morgan Stanley June 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equities, Finance, Private Equity, Downhill Skiing
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance, Economics
Lesley Gil's Morgan Stanley Experience May 2004 - September 2006
Job Studio Manager at West
Industry Marketing and Advertising
Experience
West SF + NY August 2011 - Present
Apple December 2006 - August 2011
Morgan Stanley May 2004 - September 2006
WorldChain May 2000 - November 2003
Skills
Creative Direction, Customer Service, Mobile Applications, Advertising, Social Media, Marketing, Integrated Marketing, Adobe Creative Suite, Social Media Marketing, Project Management, Mac, Web Design, Digital Media, Digital Marketing, Marketing Communications, Event Planning, Mobile Devices, Digital Strategy, Graphic Design, User Experience, Creative Strategy, Social Networking, Brand Development, Email Marketing, Online Advertising
Education
San Francisco State University, College of Business 2001 — 2004
Marketing, Business, Management, Marketing, and Related Support Services
West SF + NY August 2011 - Present
Apple December 2006 - August 2011
Morgan Stanley May 2004 - September 2006
WorldChain May 2000 - November 2003
Skills
Creative Direction, Customer Service, Mobile Applications, Advertising, Social Media, Marketing, Integrated Marketing, Adobe Creative Suite, Social Media Marketing, Project Management, Mac, Web Design, Digital Media, Digital Marketing, Marketing Communications, Event Planning, Mobile Devices, Digital Strategy, Graphic Design, User Experience, Creative Strategy, Social Networking, Brand Development, Email Marketing, Online Advertising
Education
San Francisco State University, College of Business 2001 — 2004
Marketing, Business, Management, Marketing, and Related Support Services
Henry Kwan's Morgan Stanley Experience 1999 - 2000
Job Director of Shared Interest Groups: Association of Yale Alumni (AYA)
Industry Higher Education
Experience
Yale University: Association of Yale Alumni 2011 - Present
Yale School of Forestry & Environmental Studies 2008 - 2011
Yale University 2006 - 2008
Yale University 2005 - 2005
California Army National Guard 2001 - 2004
US Army 2002 - 2003
Third Age, Inc. 2000 - 2000
Morgan Stanley 1999 - 2000
Independent 1995 - 1998
Freelance 1995 - 1998
Skills
Nonprofits, Fundraising, Qualitative Research, International Relations, Interviews, Leadership, Management Consulting, Proposal Writing, Program Management, Government, Staff Development, Media Relations, Grant Writing, Teaching, Environmental Policy, Journalism, Editing, Higher Education, Strategic Communications, Public Policy, Community Outreach, Military, Grants, Research, Public Speaking, Non-profits, Data Analysis, Stewardship, Event Planning, Program Development, Program Evaluation, Copywriting, Sustainable Development, International..., Marketing Communications, Conflict Resolution, Microsoft Office, Customer Service, Public Relations, Community Development, Policy Analysis, Sustainability, Alumni Relations, Training, Foreign Policy, Politics, Publications, Social Media, Volunteer Management, Philanthropy
Education
University of Cambridge 2005 — 2006
Fox International Research Fellow
Yale University 2003 — 2005
M.A.
San Francisco State University 1988 — 2000
B.A.
University of Zimbabwe 1994 — 1995
Diploma
Yale University: Association of Yale Alumni 2011 - Present
Yale School of Forestry & Environmental Studies 2008 - 2011
Yale University 2006 - 2008
Yale University 2005 - 2005
California Army National Guard 2001 - 2004
US Army 2002 - 2003
Third Age, Inc. 2000 - 2000
Morgan Stanley 1999 - 2000
Independent 1995 - 1998
Freelance 1995 - 1998
Skills
Nonprofits, Fundraising, Qualitative Research, International Relations, Interviews, Leadership, Management Consulting, Proposal Writing, Program Management, Government, Staff Development, Media Relations, Grant Writing, Teaching, Environmental Policy, Journalism, Editing, Higher Education, Strategic Communications, Public Policy, Community Outreach, Military, Grants, Research, Public Speaking, Non-profits, Data Analysis, Stewardship, Event Planning, Program Development, Program Evaluation, Copywriting, Sustainable Development, International..., Marketing Communications, Conflict Resolution, Microsoft Office, Customer Service, Public Relations, Community Development, Policy Analysis, Sustainability, Alumni Relations, Training, Foreign Policy, Politics, Publications, Social Media, Volunteer Management, Philanthropy
Education
University of Cambridge 2005 — 2006
Fox International Research Fellow
Yale University 2003 — 2005
M.A.
San Francisco State University 1988 — 2000
B.A.
University of Zimbabwe 1994 — 1995
Diploma
Louis Brutocao's Morgan Stanley Experience First Vice PresidentWachovia Securities2002 - 2005
Job Senior Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley First Vice PresidentWachovia Securities2002 - 2005
Education
Santa Clara University
BA
Morgan Stanley First Vice PresidentWachovia Securities2002 - 2005
Education
Santa Clara University
BA
Michelle Ronco's Morgan Stanley Experience July 2002 - January 2003
Job Chief Marketing Officer at XCEO, Inc.
Industry Management Consulting
Experience
XCEO, Inc. January 2015 - Present
XCEO, Inc. October 2003 - January 2015
XCEO, Inc. February 2006 - February 2008
Morgan Stanley July 2002 - January 2003
Skills
Corporate Governance, Product Dvelopment, Product Management, Product Marketing, Writing, Sales, Direct Sales, Sales Management, Program Management, Risk Oversight, Board Recruiting, Entrepreneurship, Strategic Planning, Cross-functional Team..., Leadership, Business Development, Marketing Strategy, Start-ups, Business Strategy, Management, Strategy, Marketing
Education
Santa Clara University 2003 — 2005
MBA, Finance
Santa Clara University 1998 — 2002
BSC, Economics, Spanish, International Business
XCEO, Inc. January 2015 - Present
XCEO, Inc. October 2003 - January 2015
XCEO, Inc. February 2006 - February 2008
Morgan Stanley July 2002 - January 2003
Skills
Corporate Governance, Product Dvelopment, Product Management, Product Marketing, Writing, Sales, Direct Sales, Sales Management, Program Management, Risk Oversight, Board Recruiting, Entrepreneurship, Strategic Planning, Cross-functional Team..., Leadership, Business Development, Marketing Strategy, Start-ups, Business Strategy, Management, Strategy, Marketing
Education
Santa Clara University 2003 — 2005
MBA, Finance
Santa Clara University 1998 — 2002
BSC, Economics, Spanish, International Business
Yuki Ubukata's Morgan Stanley Experience 2004 - November 2007
Job Staff Accountant at Palo Alto Networks
Industry Accounting
Experience
Palo Alto Networks August 2015 - Present
EY September 2013 - August 2015
EY June 2012 - August 2012
Morgan Stanley 2004 - November 2007
Skills
Assurance, Accounting, Financial Accounting, Financial Reporting, QuickBooks, Financial Analysis, Auditing, Microsoft Excel, Access, Tax, Bookkeeping, Peachtree, Account Reconciliation, Income Tax, PowerPoint, Accounts Receivable, Payroll, Microsoft Word
Education
San Jose State University
Bachelor of Science (BS), Accounting
Palo Alto Networks August 2015 - Present
EY September 2013 - August 2015
EY June 2012 - August 2012
Morgan Stanley 2004 - November 2007
Skills
Assurance, Accounting, Financial Accounting, Financial Reporting, QuickBooks, Financial Analysis, Auditing, Microsoft Excel, Access, Tax, Bookkeeping, Peachtree, Account Reconciliation, Income Tax, PowerPoint, Accounts Receivable, Payroll, Microsoft Word
Education
San Jose State University
Bachelor of Science (BS), Accounting
Ric Mauricio EA, CFP's Morgan Stanley Experience February 1982 - September 1991
Job Investments, Tax and Accounting
Industry Investment Management
Experience
Family Office May 1976 - Present
H&R Block 1999 - Present
Robert Half International 1999 - Present
Franklin Templeton Investments January 2003 - December 2006
VMware 2004 - 2005
Olympian Oil Company September 1999 - September 2002
Sand Hill Global Advisors September 1991 - September 1999
Morgan Stanley February 1982 - September 1991
Pacific Gas and Electric Company February 1973 - February 1981
Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning
Education
San Francisco State University
Bachelor's degree, World Business Management
Family Office May 1976 - Present
H&R Block 1999 - Present
Robert Half International 1999 - Present
Franklin Templeton Investments January 2003 - December 2006
VMware 2004 - 2005
Olympian Oil Company September 1999 - September 2002
Sand Hill Global Advisors September 1991 - September 1999
Morgan Stanley February 1982 - September 1991
Pacific Gas and Electric Company February 1973 - February 1981
Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning
Education
San Francisco State University
Bachelor's degree, World Business Management
Matthew D. Harris, CMT's Morgan Stanley Experience June 2006 - November 2008
Job Head of Analytics & Research at HighTower
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower January 2013 - December 2014
HighTower Advisors August 2011 - December 2012
HighTower Advisors November 2008 - August 2011
Morgan Stanley June 2006 - November 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Asset Management, Investments, Fixed Income, Portfolio Management, Wealth Management, Mutual Funds, Bloomberg, Capital Markets, Investment Advisory, Technical Analysis
Education
2015 Level II Candidate in the CFA Program
San Francisco State University
BS, Finance
HighTower January 2015 - Present
HighTower January 2013 - December 2014
HighTower Advisors August 2011 - December 2012
HighTower Advisors November 2008 - August 2011
Morgan Stanley June 2006 - November 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Asset Management, Investments, Fixed Income, Portfolio Management, Wealth Management, Mutual Funds, Bloomberg, Capital Markets, Investment Advisory, Technical Analysis
Education
2015 Level II Candidate in the CFA Program
San Francisco State University
BS, Finance
Chris Briones's Morgan Stanley Experience 1985 - 2006
Job Raising my kids, Justin 15 and Anastasia 7.
Industry Financial Services
Experience
N/A January 2008 - Present
Obama Campaign in Berkeley, CA. 2008 - 2008
Morgan Stanley 1985 - 2006
UBS 2000 - 2001
Skills
Research, Microsoft Office, Analysis, Administration, Community Outreach, Customer Service, Fundraising, Leadership, Marketing, Microsoft Word, Nonprofits, Public Relations, Public Speaking, Sales, Social Media, Social Media Marketing, Social Networking, Teaching
Education
San Francisco State University 1986 — 1991
BA, Ethnic Studies
N/A January 2008 - Present
Obama Campaign in Berkeley, CA. 2008 - 2008
Morgan Stanley 1985 - 2006
UBS 2000 - 2001
Skills
Research, Microsoft Office, Analysis, Administration, Community Outreach, Customer Service, Fundraising, Leadership, Marketing, Microsoft Word, Nonprofits, Public Relations, Public Speaking, Sales, Social Media, Social Media Marketing, Social Networking, Teaching
Education
San Francisco State University 1986 — 1991
BA, Ethnic Studies
Charles Pineda's Morgan Stanley Experience January 2003 - October 2003
Job Insurance Agent at Insurance
Industry Financial Services
Experience
Independent Agency May 2009 - Present
American Automobile Association January 2007 - May 2009
Wells Fargo October 2003 - July 2005
Morgan Stanley January 2003 - October 2003
Home Savings of America July 1990 - October 1998
Education
San Francisco State University
B.S., Management/Finance
University of California, Berkeley
History
Independent Agency May 2009 - Present
American Automobile Association January 2007 - May 2009
Wells Fargo October 2003 - July 2005
Morgan Stanley January 2003 - October 2003
Home Savings of America July 1990 - October 1998
Education
San Francisco State University
B.S., Management/Finance
University of California, Berkeley
History
Tom Woodman's Morgan Stanley Experience January 2013 - Present
Job Vice President Quality Assurance and Production Management
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
WinMill Software April 2012 - January 2013
UBS Wealth Management October 2005 - November 2011
ADP July 2001 - July 2005
Plural Inc June 1998 - June 2001
Micro Modeling Inc 1998 - 2001
Plural (Acquired by Dell Inc.) 1998 - 2001
Advent Software December 1994 - February 1998
Skills
SilkTest, QTP, VBScript, Microsoft Office, QA Automation, Quality Assurance, MS Project, Quality Center, SharePoint, Lean Sigma, Scope Management, Resource Management, Resource Allocation, Automation, Software Quality...
Education
San Joaquin Delta College 1984 — 1985
Business
University of Delaware 1982 — 1984
Business
Whitman College 1979 — 1981
Economics
Newark Senior High School
Morgan Stanley January 2013 - Present
WinMill Software April 2012 - January 2013
UBS Wealth Management October 2005 - November 2011
ADP July 2001 - July 2005
Plural Inc June 1998 - June 2001
Micro Modeling Inc 1998 - 2001
Plural (Acquired by Dell Inc.) 1998 - 2001
Advent Software December 1994 - February 1998
Skills
SilkTest, QTP, VBScript, Microsoft Office, QA Automation, Quality Assurance, MS Project, Quality Center, SharePoint, Lean Sigma, Scope Management, Resource Management, Resource Allocation, Automation, Software Quality...
Education
San Joaquin Delta College 1984 — 1985
Business
University of Delaware 1982 — 1984
Business
Whitman College 1979 — 1981
Economics
Newark Senior High School
Lorena Moudi's Morgan Stanley Experience 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Colleen Johnstone's Morgan Stanley Experience November 2001 - March 2009
Job at
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Morgan Stanley November 2001 - March 2009
Waddell & Reed Financial Services March 2005 - August 2005
Education
Santa Monica College
Business
Ameriprise Financial Services, Inc. 2009 - Present
Morgan Stanley November 2001 - March 2009
Waddell & Reed Financial Services March 2005 - August 2005
Education
Santa Monica College
Business
Gary Stetson's Morgan Stanley Experience September 2007 - June 2008
Job Defense Contractor at Aerotek
Industry Defense & Space
Experience
Aerotek February 2015 - Present
URS Corporation November 2010 - Present
Morgan Stanley September 2007 - June 2008
Village Automotive Services Inc February 2005 - August 2007
Education
San Diego State University-California State University
Bachelor's degree, International Security
Santa Barbara City College 2006 — 2008
Finance, Business, Finance
Aviation School of America
Airframes and Powerplant
Naval Aviation Technical School
Aerotek February 2015 - Present
URS Corporation November 2010 - Present
Morgan Stanley September 2007 - June 2008
Village Automotive Services Inc February 2005 - August 2007
Education
San Diego State University-California State University
Bachelor's degree, International Security
Santa Barbara City College 2006 — 2008
Finance, Business, Finance
Aviation School of America
Airframes and Powerplant
Naval Aviation Technical School
Harold Majocha's Morgan Stanley Experience May 2000 - February 2003
Job Relationship Builder
Industry Hospitality
Experience
Oceano Hotel and Spa May 2007 - April 2015
Kanex Energy February 2006 - April 2007
Franklin Templeton Investments December 2003 - November 2006
Morgan Stanley May 2000 - February 2003
Skills
Sales Management, Customer Service, Management, Event Management, Account Management, New Business Development, Coaching, Cross-functional Team..., Lead Generation, Hospitality, Hotels, Key Account Management, Key Performance..., Team Leadership, Networking, Outlook, Process Improvement, Public Speaking, Research, Market Research, Sales, Business Strategy, Teamwork, Youth Mentoring, Guitar Playing, Acoustic Guitar, Lead Guitar
Education
San Francisco State University 1989 — 1991
Music Management and Recording
University of Colorado Boulder 1983 — 1988
Spanish for Business
Oceano Hotel and Spa May 2007 - April 2015
Kanex Energy February 2006 - April 2007
Franklin Templeton Investments December 2003 - November 2006
Morgan Stanley May 2000 - February 2003
Skills
Sales Management, Customer Service, Management, Event Management, Account Management, New Business Development, Coaching, Cross-functional Team..., Lead Generation, Hospitality, Hotels, Key Account Management, Key Performance..., Team Leadership, Networking, Outlook, Process Improvement, Public Speaking, Research, Market Research, Sales, Business Strategy, Teamwork, Youth Mentoring, Guitar Playing, Acoustic Guitar, Lead Guitar
Education
San Francisco State University 1989 — 1991
Music Management and Recording
University of Colorado Boulder 1983 — 1988
Spanish for Business
Reinhard Behrens's Morgan Stanley Experience September 1984 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1984 - Present
Education
Santa Clara University 1978 — 1982
Morgan Stanley September 1984 - Present
Education
Santa Clara University 1978 — 1982
Christopher March's Morgan Stanley Experience August 2012 - May 2013
Job Financial Analyst
Industry Financial Services
Experience
American Moto Adventures January 2015 - September 2015
Confidential July 2013 - October 2014
Morgan Stanley August 2012 - May 2013
Morgan Stanley February 2012 - August 2012
Guided Alliance Healthcare Services September 2009 - August 2010
Morgan Stanley July 2007 - June 2008
Skills
Analysis, Finance, Financial Modeling, Risk Management, Valuation, Business Development, Investments, Sarbanes-Oxley Act, Portfolio Management, Financial Analysis, Management Consulting, Corporate Finance, Microsoft Excel, Sales, Banking, Accounting, Series 7, Investment Banking, Venture Capital, CRM
Education
Santa Clara University 2009 — 2012
Bachelor of Science (B.S.), Finance
Burlingame High School 2004 — 2008
Diploma
American Moto Adventures January 2015 - September 2015
Confidential July 2013 - October 2014
Morgan Stanley August 2012 - May 2013
Morgan Stanley February 2012 - August 2012
Guided Alliance Healthcare Services September 2009 - August 2010
Morgan Stanley July 2007 - June 2008
Skills
Analysis, Finance, Financial Modeling, Risk Management, Valuation, Business Development, Investments, Sarbanes-Oxley Act, Portfolio Management, Financial Analysis, Management Consulting, Corporate Finance, Microsoft Excel, Sales, Banking, Accounting, Series 7, Investment Banking, Venture Capital, CRM
Education
Santa Clara University 2009 — 2012
Bachelor of Science (B.S.), Finance
Burlingame High School 2004 — 2008
Diploma
Roger Graham's Morgan Stanley Experience June 2011 - September 2014
Job Account Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2014 - Present
Morgan Stanley June 2011 - September 2014
Rainworth Enterprises, LLC April 2001 - June 2011
Ainsworth Associates June 1994 - April 2001
Education
Leadership San Antonio Class XXXVIII
Organizational Leadership
Santa Clara University
BS, Economics
University of Michigan Law School
Doctor of Law (J.D.)
UBS Wealth Management September 2014 - Present
Morgan Stanley June 2011 - September 2014
Rainworth Enterprises, LLC April 2001 - June 2011
Ainsworth Associates June 1994 - April 2001
Education
Leadership San Antonio Class XXXVIII
Organizational Leadership
Santa Clara University
BS, Economics
University of Michigan Law School
Doctor of Law (J.D.)
Charles Zheng's Morgan Stanley Experience March 2010 - July 2011
Job Financial Advisor Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
J.P. Morgan Chase Bank NA June 2011 - April 2015
Morgan Stanley March 2010 - July 2011
Wells Fargo Investments April 2007 - March 2010
Education
San Jose State University 2000 — 2006
BS, Financial Management
Wells Fargo Advisors April 2015 - Present
J.P. Morgan Chase Bank NA June 2011 - April 2015
Morgan Stanley March 2010 - July 2011
Wells Fargo Investments April 2007 - March 2010
Education
San Jose State University 2000 — 2006
BS, Financial Management
Dorit Papelbaum's Morgan Stanley Experience 1980 - 1990
Job I am passionate about helping women find their true value and communicate, monetize and earn the money they deserve.
Industry Professional Training & Coaching
Experience
Dorit "The Connector" September 2012 - Present
Bloom PR May 2007 - January 2013
Satellite Capital Corporation 1991 - 1996
Egyptian Goddess 1990 - 1991
Morgan Stanley 1980 - 1990
Skills
Entrepreneurship, Marketing, Strategic Partnerships, Social Media Consulting, Strategic Communications, Social Media Marketing, Small Business, Public Speaking, Broadcast, Internet TV, Connecting People, Marketing Strategy, Business Development, Connectivity, Online Advertising, Coaching, Fundraising, Blogging, Website Development, Social Networking, Sales, Online Marketing, Event Planning, Advertising, Networking, Team Building, Product Development
Education
San Francisco State University
Business
Dorit "The Connector" September 2012 - Present
Bloom PR May 2007 - January 2013
Satellite Capital Corporation 1991 - 1996
Egyptian Goddess 1990 - 1991
Morgan Stanley 1980 - 1990
Skills
Entrepreneurship, Marketing, Strategic Partnerships, Social Media Consulting, Strategic Communications, Social Media Marketing, Small Business, Public Speaking, Broadcast, Internet TV, Connecting People, Marketing Strategy, Business Development, Connectivity, Online Advertising, Coaching, Fundraising, Blogging, Website Development, Social Networking, Sales, Online Marketing, Event Planning, Advertising, Networking, Team Building, Product Development
Education
San Francisco State University
Business
Priyanka Pani's Morgan Stanley Experience February 2009 - March 2011
Job Principal UX Designer at Symantec
Industry Computer Software
Experience
Symantec May 2014 - Present
Symantec January 2013 - April 2014
Symantec June 2012 - January 2013
Morgan Stanley February 2009 - March 2011
Tata Consultancy Services August 2006 - August 2007
Skills
User Interface Design, User Experience, Product Design, Usability Testing, Java, JavaScript, CSS3, XML, Software Engineering, C++, C#, Requirements Analysis, HTML 5, Requirements Gathering, Core Java, CSS, Groovy, Oracle, Agile Methodologies, Grails, Web Services, Perl, Eclipse, JSP, User Research
Education
Santa Clara University 2011 — 2013
M.S., Software Engineering
University of Oxford 2007 — 2008
MSc, Computer Science
Loyola School, Jamshedpur
Sacred Heart Convent School, Jamshedpur
Utkal University
Bachelor of Engineering (B.E.), Computer Science and Engineering
Symantec May 2014 - Present
Symantec January 2013 - April 2014
Symantec June 2012 - January 2013
Morgan Stanley February 2009 - March 2011
Tata Consultancy Services August 2006 - August 2007
Skills
User Interface Design, User Experience, Product Design, Usability Testing, Java, JavaScript, CSS3, XML, Software Engineering, C++, C#, Requirements Analysis, HTML 5, Requirements Gathering, Core Java, CSS, Groovy, Oracle, Agile Methodologies, Grails, Web Services, Perl, Eclipse, JSP, User Research
Education
Santa Clara University 2011 — 2013
M.S., Software Engineering
University of Oxford 2007 — 2008
MSc, Computer Science
Loyola School, Jamshedpur
Sacred Heart Convent School, Jamshedpur
Utkal University
Bachelor of Engineering (B.E.), Computer Science and Engineering
Michael Turrin, CFA's Morgan Stanley Experience September 2011 - January 2012
Job Equity Research at UBS
Industry Investment Banking
Experience
UBS February 2015 - Present
Needham & Company December 2013 - February 2015
Bivium Capital Partners January 2012 - December 2013
Morgan Stanley September 2011 - January 2012
Skills
Financial Modeling, Matlab, Data Analysis, Investments, Corporate Finance, Portfolio Management, Private Equity, Equity Research, Investment Research, Software, SaaS, Management Due Diligence, Investment Management, Competitive Analysis, Microsoft Excel, Engineering, Supply Chain Management, Product Management, Portfolio Optimization, Strategic Planning, Market Research, Quantitative Research, Valuation, Equities, Statistical Modeling, Due Diligence, Financial Analysis, Analytics, Asset Management, Strategy, Business Strategy, Quantitative Analytics, Economics, Venture Capital
Education
Stanford University 2010 — 2011
Master of Science (MS)
San Jose State University
B.S.
UBS February 2015 - Present
Needham & Company December 2013 - February 2015
Bivium Capital Partners January 2012 - December 2013
Morgan Stanley September 2011 - January 2012
Skills
Financial Modeling, Matlab, Data Analysis, Investments, Corporate Finance, Portfolio Management, Private Equity, Equity Research, Investment Research, Software, SaaS, Management Due Diligence, Investment Management, Competitive Analysis, Microsoft Excel, Engineering, Supply Chain Management, Product Management, Portfolio Optimization, Strategic Planning, Market Research, Quantitative Research, Valuation, Equities, Statistical Modeling, Due Diligence, Financial Analysis, Analytics, Asset Management, Strategy, Business Strategy, Quantitative Analytics, Economics, Venture Capital
Education
Stanford University 2010 — 2011
Master of Science (MS)
San Jose State University
B.S.
Nick Ghadiri's Morgan Stanley Experience March 2007 - May 2007
Job VP Branch Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West December 2012 - Present
Wells Fargo February 2012 - December 2012
Wells Fargo February 2011 - February 2012
Wells Fargo Bank October 2009 - February 2011
Morgan Stanley March 2007 - May 2007
Skills
Banking, CRM, Credit, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Loans, Management, Microsoft Excel, Portfolio Management, Process Improvement, Training, Customer Satisfaction, Leadership, Sales
Education
Santa Clara University - Leavey School of Business 2009 — 2011
M.B.A., Concentration in Finance and Leading People and Organizations
University of California, Davis 2004 — 2008
B.S., Managerial Economics Minor in Communication
Bank of the West December 2012 - Present
Wells Fargo February 2012 - December 2012
Wells Fargo February 2011 - February 2012
Wells Fargo Bank October 2009 - February 2011
Morgan Stanley March 2007 - May 2007
Skills
Banking, CRM, Credit, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Loans, Management, Microsoft Excel, Portfolio Management, Process Improvement, Training, Customer Satisfaction, Leadership, Sales
Education
Santa Clara University - Leavey School of Business 2009 — 2011
M.B.A., Concentration in Finance and Leading People and Organizations
University of California, Davis 2004 — 2008
B.S., Managerial Economics Minor in Communication
Pratik Jain's Morgan Stanley Experience November 2003 - May 2013
Job Reference Data
Industry Financial Services
Experience
Millennium Partners May 2013 - Present
Morgan Stanley November 2003 - May 2013
Goldman Sachs 1997 - 2003
American Management Systems 1995 - 1997
Education
NYU Stern School of Business 2005 — 2008
MBA, Finance
Kamla High School
Sardar Patel University
Engineering, Electrical
Millennium Partners May 2013 - Present
Morgan Stanley November 2003 - May 2013
Goldman Sachs 1997 - 2003
American Management Systems 1995 - 1997
Education
NYU Stern School of Business 2005 — 2008
MBA, Finance
Kamla High School
Sardar Patel University
Engineering, Electrical
Bradley Grayson, CFP's Morgan Stanley Experience November 2000 - October 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
Morgan Stanley November 2000 - October 2008
Skills
Investments, Financial Advisory, Mutual Funds, Asset Managment, Equities, Risk Management, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Securities
Education
San Jose State University 1997 — 2000
Business Administration, Finance and Accounting
Wells Fargo Advisors, LLC November 2008 - Present
Morgan Stanley November 2000 - October 2008
Skills
Investments, Financial Advisory, Mutual Funds, Asset Managment, Equities, Risk Management, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Securities
Education
San Jose State University 1997 — 2000
Business Administration, Finance and Accounting
Ann Macagba's Morgan Stanley Experience June 2009 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley February 2008 - June 2009
Skills
Series 7, Series 66
Education
San Francisco State University 2002 — 2007
Bachelor of Science, Business Administration- Financial Services
Morgan Stanley June 2009 - Present
Morgan Stanley February 2008 - June 2009
Skills
Series 7, Series 66
Education
San Francisco State University 2002 — 2007
Bachelor of Science, Business Administration- Financial Services
Evan Gordon's Morgan Stanley Experience June 2013 - August 2013
Job Marketing Intern at Metropolis International Group
Industry Marketing and Advertising
Experience
Amazon June 2015 - Present
Metropolis International Group February 2015 - March 2015
Amazon July 2014 - September 2014
Bronco Student Services April 2013 - March 2014
Nordstrom June 2013 - August 2013
Morgan Stanley June 2013 - August 2013
Skills
Marketing Analytics, Google Analytics, Online Marketing..., Email Marketing, Google Adwords, Mobile Analytics, Financial Analysis, WordPress, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Customer Service
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Bachelor's Degree, Marketing, Junior
Eastside Catholic High School 2008 — 2012
Amazon June 2015 - Present
Metropolis International Group February 2015 - March 2015
Amazon July 2014 - September 2014
Bronco Student Services April 2013 - March 2014
Nordstrom June 2013 - August 2013
Morgan Stanley June 2013 - August 2013
Skills
Marketing Analytics, Google Analytics, Online Marketing..., Email Marketing, Google Adwords, Mobile Analytics, Financial Analysis, WordPress, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Customer Service
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Bachelor's Degree, Marketing, Junior
Eastside Catholic High School 2008 — 2012
Gregory Surat's Morgan Stanley Experience 2005 - 2006
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation 2014 - Present
Charles Schwab 2008 - 2013
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
Education
San Jose State University
Finance & Marketing
E*TRADE Financial Corporation 2014 - Present
Charles Schwab 2008 - 2013
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
Education
San Jose State University
Finance & Marketing
Dixit Patel's Morgan Stanley Experience August 2012 - Present
Job Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley August 2012 - Present
Rackspace Hosting August 2012 - August 2012
Promatrix Corp September 2008 - August 2012
Cognizant Technology Solutions January 2011 - June 2012
Skills
Oracle, SQL, Microsoft SQL Server, C, Visual Basic, Informatica, SDLC, Unix
Education
Sardar Patel University 2002 — 2006
Bachelor of Engineering (BE)
Informatica
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley August 2012 - Present
Rackspace Hosting August 2012 - August 2012
Promatrix Corp September 2008 - August 2012
Cognizant Technology Solutions January 2011 - June 2012
Skills
Oracle, SQL, Microsoft SQL Server, C, Visual Basic, Informatica, SDLC, Unix
Education
Sardar Patel University 2002 — 2006
Bachelor of Engineering (BE)
Informatica
Jaspal Bainiwal's Morgan Stanley Experience April 2014 - June 2014
Job Young professional looking for a new challenge
Industry Financial Services
Experience
Morgan Stanley April 2014 - June 2014
Skills
Teamwork, QuickBooks, SQL, Financial Analysis, Microsoft Excel, Economics, Team Management, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Tax, Financial Reporting, Accounting, R, Account Reconciliation, Accounts Receivable, Accounts Payable, General Ledger, Analysis, Financial Modeling, Data Analysis
Education
UC Davis
Bachelor of Science (BS), Managerial Economics
Santa Clara University - Leavey School of Business
CAAP, Accounting
Morgan Stanley April 2014 - June 2014
Skills
Teamwork, QuickBooks, SQL, Financial Analysis, Microsoft Excel, Economics, Team Management, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Tax, Financial Reporting, Accounting, R, Account Reconciliation, Accounts Receivable, Accounts Payable, General Ledger, Analysis, Financial Modeling, Data Analysis
Education
UC Davis
Bachelor of Science (BS), Managerial Economics
Santa Clara University - Leavey School of Business
CAAP, Accounting
Richard Heisel's Morgan Stanley Experience January 1960 - December 1979
Job President
Industry Financial Services
Experience
Self-employed 2010 - Present
Morgan Stanley January 1960 - December 1979
Education
Santa Clara University
B.S>, Business, Management, Marketing, and Related Support Services
Santa Clara University
Self-employed 2010 - Present
Morgan Stanley January 1960 - December 1979
Education
Santa Clara University
B.S>, Business, Management, Marketing, and Related Support Services
Santa Clara University
Denise Bush's Morgan Stanley Experience April 2012 - Present
Job Financial Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
E*TRADE Financial Corporation January 2007 - March 2012
E*TRADE Financial Corporation January 2002 - January 2007
E*TRADE Financial Corporation April 1999 - January 2002
Skills
Financial Services, Series 7, Securities, Mutual Funds, Equities, Fixed Income, Series 63, Equity Compensation, Management, Options
Education
California State University, Sacramento 2001 — 2005
Bachelor's degree, Economics
Santa Clara University - Leavey School of Business
Certified Equity Professional Institute, Certified Equity Professional
Morgan Stanley April 2012 - Present
E*TRADE Financial Corporation January 2007 - March 2012
E*TRADE Financial Corporation January 2002 - January 2007
E*TRADE Financial Corporation April 1999 - January 2002
Skills
Financial Services, Series 7, Securities, Mutual Funds, Equities, Fixed Income, Series 63, Equity Compensation, Management, Options
Education
California State University, Sacramento 2001 — 2005
Bachelor's degree, Economics
Santa Clara University - Leavey School of Business
Certified Equity Professional Institute, Certified Equity Professional
Robin Ashby's Morgan Stanley Experience March 1993 - October 2001
Job ECommerce at Beach Business Marketing
Industry Marketing and Advertising
Experience
Beach Business Marketing July 2014 - Present
Morgan Stanley March 1993 - October 2001
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Marketing Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications
Education
Personal/Professional Development
Santa Monica College
Beach Business Marketing July 2014 - Present
Morgan Stanley March 1993 - October 2001
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Marketing Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications
Education
Personal/Professional Development
Santa Monica College
James Tsolinas's Morgan Stanley Experience September 1998 - April 2003
Job U/R A/R Technician VAPAHCS
Industry Hospital & Health Care
Experience
Sourcecorp HOV February 2010 - August 2014
Palo Alto VA Hospital August 2009 - October 2009
ABC Business Services July 2003 - January 2009
Morgan Stanley September 1998 - April 2003
Health Net Seniority Plus July 1996 - May 1998
Skills
EMR, Revenue Cycle, Healthcare, HIPAA, Healthcare Information...
Education
San Jose State University 2004 — 2009
Master of Business Administration (MBA), Accounting and Finance
San Francisco State University 1979 — 1981
Bachelor of Science (BS), Biochemistry, 3.61
Sourcecorp HOV February 2010 - August 2014
Palo Alto VA Hospital August 2009 - October 2009
ABC Business Services July 2003 - January 2009
Morgan Stanley September 1998 - April 2003
Health Net Seniority Plus July 1996 - May 1998
Skills
EMR, Revenue Cycle, Healthcare, HIPAA, Healthcare Information...
Education
San Jose State University 2004 — 2009
Master of Business Administration (MBA), Accounting and Finance
San Francisco State University 1979 — 1981
Bachelor of Science (BS), Biochemistry, 3.61
Julian Dixon's Morgan Stanley Experience June 2013 - June 2014
Job Financial Analyst at Maxim Integrated
Industry Financial Services
Experience
Maxim Integrated August 2015 - Present
Morgan Stanley June 2013 - June 2014
UC Davis Campus Recreation and Unions October 2013 - May 2014
Nike June 2011 - October 2012
Education
Santa Clara University
Master's degree, Finance, General
University of California, Davis
Bachelor's degree, Economics
Maxim Integrated August 2015 - Present
Morgan Stanley June 2013 - June 2014
UC Davis Campus Recreation and Unions October 2013 - May 2014
Nike June 2011 - October 2012
Education
Santa Clara University
Master's degree, Finance, General
University of California, Davis
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS