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
Sarah Bredhoff Sarah Bredhoff's Morgan Stanley Experience October 1998 - November 2002
Job Vice President and Private Banking Officer at First Hawaiian Bank
Industry Banking
Experience
First Hawaiian Bank June 2011 - Present
Bank of Hawaii November 2002 - June 2011
Morgan Stanley October 1998 - November 2002
Skills
Credit, Banking, Finance, Commercial Banking, Private Banking, Investments, Estate Planning, Residential Mortgages, Credit Analysis, Loans
Education
St. Mary's College of Maryland 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Hawaii Preparatory Academy 1984 — 1988
High School
First Hawaiian Bank June 2011 - Present
Bank of Hawaii November 2002 - June 2011
Morgan Stanley October 1998 - November 2002
Skills
Credit, Banking, Finance, Commercial Banking, Private Banking, Investments, Estate Planning, Residential Mortgages, Credit Analysis, Loans
Education
St. Mary's College of Maryland 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Hawaii Preparatory Academy 1984 — 1988
High School
Sean Joy Sean Joy's Morgan Stanley Experience September 1989 - August 2003
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Bonds.com February 2013 - April 2013
State Street Global Markets June 2009 - April 2011
Tullett Prebon August 2006 - December 2007
eSpeed, Cantor Fitzgerald & Co., August 2003 - August 2006
Morgan Stanley September 1989 - August 2003
Skills
Client Acquisition, Cross Selling, Team..., Strategic Consulting, Contract Negotiation, Collaborative Practice, Relationship Cultivation, Vendor Relations &..., Customer Acquisition, CRM, Fixed Income, Derivatives, Equities, Trading, Hedge Funds, Financial Markets, Securities, Investments, Mergers & Acquisitions, Mutual Funds, Electronic Trading, Market Data, Asset Management, Investment Banking, Capital Markets, Trading Systems, Financial Services, E-commerce
Education
Saint Joseph's College
Bachelor of Arts, Political Science
BNY Mellon May 2013 - Present
Bonds.com February 2013 - April 2013
State Street Global Markets June 2009 - April 2011
Tullett Prebon August 2006 - December 2007
eSpeed, Cantor Fitzgerald & Co., August 2003 - August 2006
Morgan Stanley September 1989 - August 2003
Skills
Client Acquisition, Cross Selling, Team..., Strategic Consulting, Contract Negotiation, Collaborative Practice, Relationship Cultivation, Vendor Relations &..., Customer Acquisition, CRM, Fixed Income, Derivatives, Equities, Trading, Hedge Funds, Financial Markets, Securities, Investments, Mergers & Acquisitions, Mutual Funds, Electronic Trading, Market Data, Asset Management, Investment Banking, Capital Markets, Trading Systems, Financial Services, E-commerce
Education
Saint Joseph's College
Bachelor of Arts, Political Science
Adekunle Awojinrin Adekunle Awojinrin's Morgan Stanley Experience June 2015 - August 2015
Job Stanford EE Student
Industry Computer Hardware
Experience
Stanford Student Enterprises March 2015 - Present
Breakout Mentors March 2014 - Present
Stanford University September 2013 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley September 2014 - September 2014
Department of Electrical Engineering, Stanford University June 2014 - August 2014
National Institutes of Health September 2012 - April 2013
Skills
Java, C++, Computer Science, Artificial Intelligence, Programming, Python, Statistics, Fixed Income Analysis, LaTeX, English/Spanish..., Matlab, Mathematical Modeling, C, Microsoft Office, Research, Microsoft Word, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint
Education
Stanford University 2013 — 2017
Bachelor of Science (BS), Electrical Engineering, Computer Science
Eleanor Roosevelt High School 2009 — 2013
Science and Technology Program, 4.23 GPA, Top 1% of class of 683
Stanford Student Enterprises March 2015 - Present
Breakout Mentors March 2014 - Present
Stanford University September 2013 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley September 2014 - September 2014
Department of Electrical Engineering, Stanford University June 2014 - August 2014
National Institutes of Health September 2012 - April 2013
Skills
Java, C++, Computer Science, Artificial Intelligence, Programming, Python, Statistics, Fixed Income Analysis, LaTeX, English/Spanish..., Matlab, Mathematical Modeling, C, Microsoft Office, Research, Microsoft Word, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint
Education
Stanford University 2013 — 2017
Bachelor of Science (BS), Electrical Engineering, Computer Science
Eleanor Roosevelt High School 2009 — 2013
Science and Technology Program, 4.23 GPA, Top 1% of class of 683
Ashley M. Stephens, MBA Ashley M. Stephens, MBA's Morgan Stanley Experience February 2014 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
KeyBank July 2014 - Present
Morgan Stanley February 2014 - July 2014
UBS Investment Bank August 2012 - August 2013
Course Hero, Inc. November 2011 - May 2012
Mary Ching Shanghai May 2011 - July 2011
Bird Library, Syracuse University September 2008 - May 2011
Bronx County District Attorney Office June 2009 - August 2009
Skills
Financial Analysis, Consulting, Operational Cost..., Quantitative Research, Management, Program Management, Process Improvement, Marketing, Microsoft Excel, Accounting, Budgets, PowerPoint, Social Media, Finance, Data Analysis, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Finance
St. Mary’s University College, Twickerham 2012 — 2013
Master of Business Administration (MBA), International Business
Syracuse University 2008 — 2012
KeyBank July 2014 - Present
Morgan Stanley February 2014 - July 2014
UBS Investment Bank August 2012 - August 2013
Course Hero, Inc. November 2011 - May 2012
Mary Ching Shanghai May 2011 - July 2011
Bird Library, Syracuse University September 2008 - May 2011
Bronx County District Attorney Office June 2009 - August 2009
Skills
Financial Analysis, Consulting, Operational Cost..., Quantitative Research, Management, Program Management, Process Improvement, Marketing, Microsoft Excel, Accounting, Budgets, PowerPoint, Social Media, Finance, Data Analysis, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Finance
St. Mary’s University College, Twickerham 2012 — 2013
Master of Business Administration (MBA), International Business
Syracuse University 2008 — 2012
Evelyn C Dominguez's Morgan Stanley Experience November 2005 - January 2006
Job Associate Paid Search Manager at MediaCom
Industry Marketing and Advertising
Experience
MediaCom September 2011 - August 2013
Resolution Media April 2010 - August 2010
Portakrono d.o.o January 2009 - April 2010
Ambassador Internet Promotions June 2007 - August 2008
IMC2 April 2006 - May 2007
UBS Investment Bank January 2006 - April 2006
Morgan Stanley November 2005 - January 2006
Skills
Google Adwords, Yahoo Search Marketing, MSN AdCenter, PPC, SEM, Search, Email Marketing, Marin Certified, Digital Marketing, Online Advertising, Digital Media, Interactive Marketing, Online Marketing, Social Media Marketing, Search Advertising, Google Analytics, Social Media
Education
St. Thomas University 1999 — 2003
Bachelor of Arts, Computer Information Systems
MediaCom September 2011 - August 2013
Resolution Media April 2010 - August 2010
Portakrono d.o.o January 2009 - April 2010
Ambassador Internet Promotions June 2007 - August 2008
IMC2 April 2006 - May 2007
UBS Investment Bank January 2006 - April 2006
Morgan Stanley November 2005 - January 2006
Skills
Google Adwords, Yahoo Search Marketing, MSN AdCenter, PPC, SEM, Search, Email Marketing, Marin Certified, Digital Marketing, Online Advertising, Digital Media, Interactive Marketing, Online Marketing, Social Media Marketing, Search Advertising, Google Analytics, Social Media
Education
St. Thomas University 1999 — 2003
Bachelor of Arts, Computer Information Systems
Elizabeth Burnham Elizabeth Burnham's Morgan Stanley Experience October 2008 - November 2010
Job Executive Assistant at Biogen Idec
Industry Venture Capital & Private Equity
Experience
Biogen October 2014 - Present
Bain Capital November 2012 - October 2014
Reit Management & Research November 2010 - November 2012
Morgan Stanley October 2008 - November 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Event Planning, Marketing, Research, Management, Social Media, Editing, Social Media Marketing, Event Management, Market Research, Real Estate, Customer Service, Finance, Sales
Education
St. Lawrence University 2000 — 2004
Bachelor's degree, English Writing and Fine Arts
Biogen October 2014 - Present
Bain Capital November 2012 - October 2014
Reit Management & Research November 2010 - November 2012
Morgan Stanley October 2008 - November 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Event Planning, Marketing, Research, Management, Social Media, Editing, Social Media Marketing, Event Management, Market Research, Real Estate, Customer Service, Finance, Sales
Education
St. Lawrence University 2000 — 2004
Bachelor's degree, English Writing and Fine Arts
David Bogard David Bogard's Morgan Stanley Experience February 2012 - January 2014
Job Manager at McLagan
Industry Management Consulting
Experience
McLagan March 2015 - Present
McLagan January 2014 - March 2015
Morgan Stanley February 2012 - January 2014
Credit Suisse November 2011 - December 2011
UBS Investment Bank August 2009 - August 2010
Skills
Portfolio Management, Accounting, Commercial Banking, Financial Analysis, Financial Modeling, Investment Banking, Financial Services, Equities, Banking, Corporate Finance
Education
St. Mary's College 2009 — 2011
MBA, International Business
Naresuan University 2010 — 2011
MBA, International Business
Creighton University 2006 — 2010
BSBA, Finance and Management
McLagan March 2015 - Present
McLagan January 2014 - March 2015
Morgan Stanley February 2012 - January 2014
Credit Suisse November 2011 - December 2011
UBS Investment Bank August 2009 - August 2010
Skills
Portfolio Management, Accounting, Commercial Banking, Financial Analysis, Financial Modeling, Investment Banking, Financial Services, Equities, Banking, Corporate Finance
Education
St. Mary's College 2009 — 2011
MBA, International Business
Naresuan University 2010 — 2011
MBA, International Business
Creighton University 2006 — 2010
BSBA, Finance and Management
Gordon Clarke's Morgan Stanley Experience September 2013 - November 2013
Job Product Manager at Sageworks
Industry Financial Services
Experience
Sageworks June 2015 - Present
Marathon Partners Equity Management June 2014 - August 2014
Morgan Stanley September 2013 - November 2013
Eli Lilly and Company May 2013 - August 2013
Eli Lilly and Company May 2012 - August 2012
Skills
French, Economics, Research, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Leadership
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics and Mathematics
North Central High School 2007 — 2011
International Baccalaureate
Sageworks June 2015 - Present
Marathon Partners Equity Management June 2014 - August 2014
Morgan Stanley September 2013 - November 2013
Eli Lilly and Company May 2013 - August 2013
Eli Lilly and Company May 2012 - August 2012
Skills
French, Economics, Research, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Leadership
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics and Mathematics
North Central High School 2007 — 2011
International Baccalaureate
Artie Westerfield Artie Westerfield's Morgan Stanley Experience July 2014 - Present
Job Analyst at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - August 2013
Edgewood Capital Advisors May 2012 - July 2012
Lexham Private Investors June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Facebook, Event Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Summer Program
St. Lawrence University 2010 — 2014
Bachelor's degree, Economics and History
London School of Economics and Political Science 2012 — 2012
Summer Session, Accounting
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - August 2013
Edgewood Capital Advisors May 2012 - July 2012
Lexham Private Investors June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Facebook, Event Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Summer Program
St. Lawrence University 2010 — 2014
Bachelor's degree, Economics and History
London School of Economics and Political Science 2012 — 2012
Summer Session, Accounting
Kevin Russell Kevin Russell's Morgan Stanley Experience 2010 - 2010
Job Sales Manager at Indeed.com
Industry Internet
Experience
Indeed.com April 2015 - Present
Indeed.com January 2013 - March 2015
Indeed.com February 2011 - January 2013
Morgan Stanley 2010 - 2010
ADP November 2008 - December 2009
Skills
PPC, Negotiation, Industry Networking, Market Intelligence, Cold Calling, Advertising, Recruiting, Account Management, Lead Generation, Networking, College Recruiting, Selling, Marketing, SEM, Sales, Salesforce.com, Positioning, Sourcing, Sales Presentations, Social Media, Social Media Marketing, Market Research, Training, Qualifying Prospects, Social Networking, Online Advertising
Education
St. Lawrence University 2004 — 2008
BA, Sociology
Fairfield Prep 2000 — 2004
Indeed.com April 2015 - Present
Indeed.com January 2013 - March 2015
Indeed.com February 2011 - January 2013
Morgan Stanley 2010 - 2010
ADP November 2008 - December 2009
Skills
PPC, Negotiation, Industry Networking, Market Intelligence, Cold Calling, Advertising, Recruiting, Account Management, Lead Generation, Networking, College Recruiting, Selling, Marketing, SEM, Sales, Salesforce.com, Positioning, Sourcing, Sales Presentations, Social Media, Social Media Marketing, Market Research, Training, Qualifying Prospects, Social Networking, Online Advertising
Education
St. Lawrence University 2004 — 2008
BA, Sociology
Fairfield Prep 2000 — 2004
Joseph Keil Joseph Keil's Morgan Stanley Experience June 2014 - August 2014
Job Summer Intern at IIS Financial Services
Industry Financial Services
Experience
St. Lawrence University January 2013 - Present
IIS Financial Services June 2015 - August 2015
BMO Capital Markets April 2015 - May 2015
Morgan Stanley June 2014 - August 2014
St. Lawrence University September 2013 - May 2014
Foresight Science & Technology July 2013 - August 2013
NG&G Facility Services Int'l September 2010 - August 2012
Skills
Microsoft Office, Call Centers, Internships, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Outlook, Data Analysis, Salesforce.com, Teamwork, Customer Service, Time Management, Team Leadership, Access, Retail, Telephone Skills, Analysis, Team Building, Management, Data Entry, Training, Budgets
Education
St. Lawrence University 2012 — 2016
Bachelor’s Degree, Economics, 3.07/4.00
St. Lawrence University January 2013 - Present
IIS Financial Services June 2015 - August 2015
BMO Capital Markets April 2015 - May 2015
Morgan Stanley June 2014 - August 2014
St. Lawrence University September 2013 - May 2014
Foresight Science & Technology July 2013 - August 2013
NG&G Facility Services Int'l September 2010 - August 2012
Skills
Microsoft Office, Call Centers, Internships, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Outlook, Data Analysis, Salesforce.com, Teamwork, Customer Service, Time Management, Team Leadership, Access, Retail, Telephone Skills, Analysis, Team Building, Management, Data Entry, Training, Budgets
Education
St. Lawrence University 2012 — 2016
Bachelor’s Degree, Economics, 3.07/4.00
Ben Dwyer's Morgan Stanley Experience January 2007 - August 2009
Job Director of Business Development at Maven Research
Industry Market Research
Experience
Maven Research November 2014 - Present
Maven February 2012 - November 2014
Wedbush Securities August 2011 - January 2012
Full Time Student August 2009 - June 2011
Deutsche Bank August 2009 - August 2010
Morgan Stanley January 2007 - August 2009
Athletes First 2005 - 2005
Skills
Series 7, Series 31, Series 66, Financial Modeling, Investor Relations, Financial Analysis, Alternative Investments, Finance, Marketing, Sales, Emerging Technologies, Global Marketing, Financial Accounting, Spanish, Sustainable Development, Capital Markets, Valuation, Investment Banking, Due Diligence, Private Equity, Equities, Hedge Funds, Corporate Finance, Uniform Combined State..., Start-ups, Venture Capital
Education
St. Mary’s University, Twickenham 2009 — 2011
Master of Business Administration (MBA), Business Administration; International Business
University of Southern California 2002 — 2006
Bachelor of Arts (BA), Psychology
Maven Research November 2014 - Present
Maven February 2012 - November 2014
Wedbush Securities August 2011 - January 2012
Full Time Student August 2009 - June 2011
Deutsche Bank August 2009 - August 2010
Morgan Stanley January 2007 - August 2009
Athletes First 2005 - 2005
Skills
Series 7, Series 31, Series 66, Financial Modeling, Investor Relations, Financial Analysis, Alternative Investments, Finance, Marketing, Sales, Emerging Technologies, Global Marketing, Financial Accounting, Spanish, Sustainable Development, Capital Markets, Valuation, Investment Banking, Due Diligence, Private Equity, Equities, Hedge Funds, Corporate Finance, Uniform Combined State..., Start-ups, Venture Capital
Education
St. Mary’s University, Twickenham 2009 — 2011
Master of Business Administration (MBA), Business Administration; International Business
University of Southern California 2002 — 2006
Bachelor of Arts (BA), Psychology
Alejandra Cuellar Alejandra Cuellar's Morgan Stanley Experience May 2008 - August 2008
Job Auditor at U.S. Department of Agriculture
Industry Accounting
Experience
U.S. Department of Agriculture June 2009 - Present
Morgan Stanley May 2008 - August 2008
Education
St. Mary's University 2004 — 2009
BBA, Accounting and International Business
St. Joseph's Academy
U.S. Department of Agriculture June 2009 - Present
Morgan Stanley May 2008 - August 2008
Education
St. Mary's University 2004 — 2009
BBA, Accounting and International Business
St. Joseph's Academy
Brendon Singh's Morgan Stanley Experience November 2013 - April 2014
Job Global Credit Products (GCP) Market Risk Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
Lazard Asset Management May 2014 - April 2015
Morgan Stanley November 2013 - April 2014
Bolloré January 2013 - October 2013
Dealogic October 2012 - December 2012
HSBC June 2012 - September 2012
Euclidean Capital June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Access, SharePoint, VBA Macros, Bloomberg Terminal, Outlook, Financial Modeling, Statistics, Financial Reporting, Legal Compliance, Regulatory Compliance, Investment Banking, Hedge Funds, Alternative Investments, Trading, FX Swaps
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Finance, 3.7
State University of New York at Stony Brook 2004 — 2009
B.A., Economics, Mechanical Engineering, 3.5
Credit Suisse May 2015 - Present
Lazard Asset Management May 2014 - April 2015
Morgan Stanley November 2013 - April 2014
Bolloré January 2013 - October 2013
Dealogic October 2012 - December 2012
HSBC June 2012 - September 2012
Euclidean Capital June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Access, SharePoint, VBA Macros, Bloomberg Terminal, Outlook, Financial Modeling, Statistics, Financial Reporting, Legal Compliance, Regulatory Compliance, Investment Banking, Hedge Funds, Alternative Investments, Trading, FX Swaps
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Finance, 3.7
State University of New York at Stony Brook 2004 — 2009
B.A., Economics, Mechanical Engineering, 3.5
Eric M. Branson Eric M. Branson's Morgan Stanley Experience June 2008 - July 2012
Job Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services July 2012 - Present
Morgan Stanley June 2008 - July 2012
Raymond James Financial, Inc. May 1996 - June 2008
US Army May 1988 - July 1991
Education
St. Petersburg College 1994 — 1995
AA, Finance, General
UBS Financial Services July 2012 - Present
Morgan Stanley June 2008 - July 2012
Raymond James Financial, Inc. May 1996 - June 2008
US Army May 1988 - July 1991
Education
St. Petersburg College 1994 — 1995
AA, Finance, General
Monica Chhabra's Morgan Stanley Experience March 2011 - September 2012
Job Human Resources Manager; Advisory Financial Services at PwC
Industry Financial Services
Experience
PwC February 2014 - Present
PwC September 2012 - February 2014
Morgan Stanley March 2011 - September 2012
Morgan Stanley May 2010 - March 2011
ES Originals August 2006 - May 2010
Skills
Leadership, Time Management, Interviews, Human Resources, Management, Analysis, Research, Outlook, Employee Relations, Personnel Management, Onboarding, Talent Management, Customer Service, Negotiation, PeopleSoft, Retail, Training, Scheduling Tools, Writing, Recruiting, Microsoft Office, Organizational..., Data Analysis, Finance, Strategic Planning, Microsoft Excel
Education
Milano, The New School for Management and Urban Policy 2009 — 2010
Masters of Science, Organizational Change Management
Saint Joseph's College 2004 — 2006
Bachelor of Science, Business Administration
PwC February 2014 - Present
PwC September 2012 - February 2014
Morgan Stanley March 2011 - September 2012
Morgan Stanley May 2010 - March 2011
ES Originals August 2006 - May 2010
Skills
Leadership, Time Management, Interviews, Human Resources, Management, Analysis, Research, Outlook, Employee Relations, Personnel Management, Onboarding, Talent Management, Customer Service, Negotiation, PeopleSoft, Retail, Training, Scheduling Tools, Writing, Recruiting, Microsoft Office, Organizational..., Data Analysis, Finance, Strategic Planning, Microsoft Excel
Education
Milano, The New School for Management and Urban Policy 2009 — 2010
Masters of Science, Organizational Change Management
Saint Joseph's College 2004 — 2006
Bachelor of Science, Business Administration
Rob Kotler, AIF® Rob Kotler, AIF®'s Morgan Stanley Experience May 2003 - April 2006
Job Retirement Plan Consultant at RCM&D
Industry Financial Services
Experience
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
Dixin Zheng Dixin Zheng's Morgan Stanley Experience May 2012 - May 2013
Job Wealth Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab February 2015 - Present
Private Investment Fund August 2013 - January 2015
Morgan Stanley May 2012 - May 2013
HSBC North America/Asia Pacific 2009 - 2012
HSBC North America March 2008 - April 2009
HSBC North America October 2005 - February 2008
Education
Stanford Continuing Studies 2014 — 2014
Professional Development 2 courses for 2 total units, Marketing, Public Speaking
University of California, Los Angeles 2001 — 2005
BS, Computer Science -Henry Samueli School of Engineering and Applied Science
Charles Schwab February 2015 - Present
Private Investment Fund August 2013 - January 2015
Morgan Stanley May 2012 - May 2013
HSBC North America/Asia Pacific 2009 - 2012
HSBC North America March 2008 - April 2009
HSBC North America October 2005 - February 2008
Education
Stanford Continuing Studies 2014 — 2014
Professional Development 2 courses for 2 total units, Marketing, Public Speaking
University of California, Los Angeles 2001 — 2005
BS, Computer Science -Henry Samueli School of Engineering and Applied Science
Katie Larson's Morgan Stanley Experience June 2001 - August 2001
Job Treasury Manager, Chipotle Mexican Grill
Industry Restaurants
Experience
Chipotle Mexican Grill February 2010 - Present
Chipotle Mexican Grill November 2005 - February 2010
Founders Asset Management October 2003 - November 2005
U of C Federal Credit Union January 2003 - October 2003
Morgan Stanley June 2001 - August 2001
Education
St. Olaf College 1998 — 2002
BA, Economics & Finance
Chipotle Mexican Grill February 2010 - Present
Chipotle Mexican Grill November 2005 - February 2010
Founders Asset Management October 2003 - November 2005
U of C Federal Credit Union January 2003 - October 2003
Morgan Stanley June 2001 - August 2001
Education
St. Olaf College 1998 — 2002
BA, Economics & Finance
Don Delima Don Delima's Morgan Stanley Experience March 2013 - December 2013
Job Investment Management Operations Analyst at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
The Permal Group February 2014 - October 2014
JPMorgan Chase December 2013 - January 2014
Morgan Stanley March 2013 - December 2013
Moody's Corporation June 2012 - March 2013
Avis Budget Group June 2011 - May 2012
The Burgiss Group January 2011 - May 2011
Merrill Lynch December 2008 - April 2009
Merill Lynch September 2008 - December 2008
Skills
Analysis, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, SPSS, Portfolio Management, Valuation, Accounting, Management, Financial Statement..., Data Analysis, Comparable Analysis, PowerPoint, Essbase, Microsoft Word, Eviews, Oracle, Outlook, S-Plus, Webfolio
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Business Administration, Finance, 3.88
Rutgers University 2004 — 2008
Bachelor of Arts, Economics, 3.12
Holy Spirit High School
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
The Permal Group February 2014 - October 2014
JPMorgan Chase December 2013 - January 2014
Morgan Stanley March 2013 - December 2013
Moody's Corporation June 2012 - March 2013
Avis Budget Group June 2011 - May 2012
The Burgiss Group January 2011 - May 2011
Merrill Lynch December 2008 - April 2009
Merill Lynch September 2008 - December 2008
Skills
Analysis, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, SPSS, Portfolio Management, Valuation, Accounting, Management, Financial Statement..., Data Analysis, Comparable Analysis, PowerPoint, Essbase, Microsoft Word, Eviews, Oracle, Outlook, S-Plus, Webfolio
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Business Administration, Finance, 3.88
Rutgers University 2004 — 2008
Bachelor of Arts, Economics, 3.12
Holy Spirit High School
Rahul Mathew Rahul Mathew's Morgan Stanley Experience July 2008 - Present
Job Analyst Middle Office at TUDOR INVESTMENT CORPORATION
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION August 2013 - Present
Morgan Stanley July 2008 - Present
New York Cares September 2012 - Present
Skills
Capital Markets, Derivatives, Bloomberg, Hedge Funds, Equities, Visual Basic, Programming, Mergers & Acquisitions, Options, Investments, Dividends, Microsoft Excel, MS Excel Pivot Tables, Macroeconomics, Python, Commodity
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, 4.0
TUDOR INVESTMENT CORPORATION August 2013 - Present
Morgan Stanley July 2008 - Present
New York Cares September 2012 - Present
Skills
Capital Markets, Derivatives, Bloomberg, Hedge Funds, Equities, Visual Basic, Programming, Mergers & Acquisitions, Options, Investments, Dividends, Microsoft Excel, MS Excel Pivot Tables, Macroeconomics, Python, Commodity
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, 4.0
Gina M. Chiovetta Gina M. Chiovetta's Morgan Stanley Experience October 1999 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1999 - Present
Prudential 1997 - 1999
Skills
Market Data, Business Analysis
Education
St. Thomas Aquinas College 1990 — 1994
Albertus Magnus High School 1987 — 1989
Morgan Stanley October 1999 - Present
Prudential 1997 - 1999
Skills
Market Data, Business Analysis
Education
St. Thomas Aquinas College 1990 — 1994
Albertus Magnus High School 1987 — 1989
Blair H Damhof Blair H Damhof's Morgan Stanley Experience February 1993 - March 2001
Job Planner Buyer Sr. Analyst at Dell DAO Ops Cell Supply Chain Management
Industry Computer Hardware
Experience
Dell January 2012 - Present
State Farm Insurance August 2010 - February 2011
Perma Groove, Inc. March 2001 - February 2009
Morgan Stanley February 1993 - March 2001
E.W. Blanch Co. June 1986 - January 1993
Skills
Supply Chain Management, Management, Customer Service, Leadership, Cross-functional Team..., Business Development, Training, Contract Negotiation, Marketing, Program Management, Sales, Recruiting, Marketing Strategy, Project Management, Budgets, Negotiation, Sourcing
Education
St. Olaf College 1981 — 1986
BA, Political Science and History
Dell January 2012 - Present
State Farm Insurance August 2010 - February 2011
Perma Groove, Inc. March 2001 - February 2009
Morgan Stanley February 1993 - March 2001
E.W. Blanch Co. June 1986 - January 1993
Skills
Supply Chain Management, Management, Customer Service, Leadership, Cross-functional Team..., Business Development, Training, Contract Negotiation, Marketing, Program Management, Sales, Recruiting, Marketing Strategy, Project Management, Budgets, Negotiation, Sourcing
Education
St. Olaf College 1981 — 1986
BA, Political Science and History
Sean M. McIntyre Sean M. McIntyre's Morgan Stanley Experience February 2001 - December 2001
Job at American Airlines
Industry Airlines/Aviation
Experience
American Airlines October 2014 - Present
American Airlines December 2012 - October 2014
Monitronics International November 2009 - August 2012
University of Notre Dame May 2008 - May 2009
Federal Home Loan Bank of Dallas March 2007 - May 2008
EMC Mortgage March 2002 - March 2007
Morgan Stanley February 2001 - December 2001
USAA May 1999 - August 2000
Skills
Finance, Analytics, Information Systems, Risk Management, Forecasting, Microsoft Excel, Financial Analysis, Financial Modeling, Process Improvement, Analysis, Financial Reporting, Strategic Planning, Asset Managment, Performance Management, Leadership Development, Succession Planning, Revenue Analysis, Business Strategy, Business Analysis, Change Management, Cross-functional Team..., Business Development, Competitive Analysis, Strategic Partnerships, Budget, Strategic Negotiations, Contract Negotiation, Mergers, Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master of Business Administration (MBA), Finance, General
St. Mary's University 1996 — 2000
BBA, Finance
American Airlines October 2014 - Present
American Airlines December 2012 - October 2014
Monitronics International November 2009 - August 2012
University of Notre Dame May 2008 - May 2009
Federal Home Loan Bank of Dallas March 2007 - May 2008
EMC Mortgage March 2002 - March 2007
Morgan Stanley February 2001 - December 2001
USAA May 1999 - August 2000
Skills
Finance, Analytics, Information Systems, Risk Management, Forecasting, Microsoft Excel, Financial Analysis, Financial Modeling, Process Improvement, Analysis, Financial Reporting, Strategic Planning, Asset Managment, Performance Management, Leadership Development, Succession Planning, Revenue Analysis, Business Strategy, Business Analysis, Change Management, Cross-functional Team..., Business Development, Competitive Analysis, Strategic Partnerships, Budget, Strategic Negotiations, Contract Negotiation, Mergers, Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master of Business Administration (MBA), Finance, General
St. Mary's University 1996 — 2000
BBA, Finance
Martin Nutty's Morgan Stanley Experience July 2010 - Present
Job Excel and VBA developer. *Macros *Model Design *Data Analysis *Data Visualization
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Sempra Energy Trading July 2008 - May 2010
Morgan Stanley February 2000 - September 2007
New York Life March 1996 - January 2000
Expeditors International September 1990 - June 1995
Skills
SQL, VBA, ADO, Data Modeling, Data Analysis, Microsoft Excel, Databases, Software Project..., SDLC, Financial Modeling, Microsoft Office, Requirements Analysis, Requirements Gathering, Software Development, Software Documentation, Training, Analytics, Analysis, Agile Methodologies
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1990
MBA, Managment
Saint John's University 1983 — 1990
MBA & BS, Managment & Sports Administration
Gormanston 1976 — 1981
Leaving Certificate, General
Morgan Stanley July 2010 - Present
Sempra Energy Trading July 2008 - May 2010
Morgan Stanley February 2000 - September 2007
New York Life March 1996 - January 2000
Expeditors International September 1990 - June 1995
Skills
SQL, VBA, ADO, Data Modeling, Data Analysis, Microsoft Excel, Databases, Software Project..., SDLC, Financial Modeling, Microsoft Office, Requirements Analysis, Requirements Gathering, Software Development, Software Documentation, Training, Analytics, Analysis, Agile Methodologies
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1990
MBA, Managment
Saint John's University 1983 — 1990
MBA & BS, Managment & Sports Administration
Gormanston 1976 — 1981
Leaving Certificate, General
Christopher Brandefine Christopher Brandefine's Morgan Stanley Experience July 2014 - Present
Job Advisory Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management October 2012 - Present
InterGlobe Communications February 2012 - October 2012
DINASO & SONS January 2011 - January 2012
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Bachelor of Science, Accounting
Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management October 2012 - Present
InterGlobe Communications February 2012 - October 2012
DINASO & SONS January 2011 - January 2012
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Bachelor of Science, Accounting
Andrew Viehe's Morgan Stanley Experience January 2012 - March 2012
Job Analyst at Stanwich Advisors
Industry Financial Services
Experience
Stanwich Advisors LLC July 2013 - Present
Stanwich Advisors LLC May 2012 - July 2012
Morgan Stanley January 2012 - March 2012
Skills
Leadership, Investment Banking, Data Analysis
Education
St. Lawrence University 2009 — 2013
Bachelor's of Arts, Magna Cum Laude, Economics Minor: Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Bridge Business Program
Shady Side Academy 2005 — 2009
High School
Stanwich Advisors LLC July 2013 - Present
Stanwich Advisors LLC May 2012 - July 2012
Morgan Stanley January 2012 - March 2012
Skills
Leadership, Investment Banking, Data Analysis
Education
St. Lawrence University 2009 — 2013
Bachelor's of Arts, Magna Cum Laude, Economics Minor: Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Bridge Business Program
Shady Side Academy 2005 — 2009
High School
Sanjay Chablaney Sanjay Chablaney's Morgan Stanley Experience July 2009 - April 2013
Job Head: ETF Trading Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2013 - Present
Morgan Stanley July 2009 - April 2013
Bank of America May 2005 - June 2009
Skills
ETFs, Equity Derivatives, Trading Systems, Hedge Funds, Equity Trading, Team Building, Options, Fixed Income, Series 7, Emerging Markets, Portfolio Management, Series 63
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance, General
Stony Brook University
BS, Computer Science
Bank of America April 2013 - Present
Morgan Stanley July 2009 - April 2013
Bank of America May 2005 - June 2009
Skills
ETFs, Equity Derivatives, Trading Systems, Hedge Funds, Equity Trading, Team Building, Options, Fixed Income, Series 7, Emerging Markets, Portfolio Management, Series 63
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance, General
Stony Brook University
BS, Computer Science
Peter Lappin Peter Lappin's Morgan Stanley Experience November 1999 - May 2009
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2009 - Present
Morgan Stanley November 1999 - May 2009
Merrill Lynch July 1995 - November 1999
Education
St. Lawrence University 1984 — 1988
B.S. Economics
Canterbury
Canterbury
Canterbury
UBS Financial Services, Inc. May 2009 - Present
Morgan Stanley November 1999 - May 2009
Merrill Lynch July 1995 - November 1999
Education
St. Lawrence University 1984 — 1988
B.S. Economics
Canterbury
Canterbury
Canterbury
Kathi Edwards, PHR, SHRM-CP Kathi Edwards, PHR, SHRM-CP's Morgan Stanley Experience November 2002 - November 2004
Job Chief of Staff at Herndon Capital Management
Industry Investment Management
Experience
Herndon Capital Management, LLC June 2012 - Present
Nova Wealth Management Group November 2009 - June 2012
EARNEST Partners April 2005 - May 2008
Morgan Stanley November 2002 - November 2004
Invesco Ltd. April 2000 - March 2002
Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments
Education
St. Mary's University 1992 — 1997
Bachelor of Business Administration, International Business
Herndon Capital Management, LLC June 2012 - Present
Nova Wealth Management Group November 2009 - June 2012
EARNEST Partners April 2005 - May 2008
Morgan Stanley November 2002 - November 2004
Invesco Ltd. April 2000 - March 2002
Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments
Education
St. Mary's University 1992 — 1997
Bachelor of Business Administration, International Business
Marlon Buendia Marlon Buendia's Morgan Stanley Experience August 2001 - Present
Job Senior Manager, Financial Control Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2001 - Present
Enterprise Rent-A-Car 1995 - May 1999
Skills
Financial Analysis, Internal Controls, Finance, Financial Modeling, Financial Statements, Employee Benefits, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Essbase, Microsoft Excel, Strategic Planning, Analysis, Defined Benefit, Defined Contribution, Financial Accounting, Payroll Analysis, 10K, 10Q, US GAAP, SOX Compliancy, Notary Public, Accounting, Sarbanes-Oxley Act, Form 5500 preparation, Organic Chemistry, Human Anatomy, CPR Certified, BLS, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business
BS, Accounting
Morgan Stanley August 2001 - Present
Enterprise Rent-A-Car 1995 - May 1999
Skills
Financial Analysis, Internal Controls, Finance, Financial Modeling, Financial Statements, Employee Benefits, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Essbase, Microsoft Excel, Strategic Planning, Analysis, Defined Benefit, Defined Contribution, Financial Accounting, Payroll Analysis, 10K, 10Q, US GAAP, SOX Compliancy, Notary Public, Accounting, Sarbanes-Oxley Act, Form 5500 preparation, Organic Chemistry, Human Anatomy, CPR Certified, BLS, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business
BS, Accounting
Adina Tecklu Adina Tecklu's Morgan Stanley Experience June 2012 - August 2012
Job Implementation Manager at Zenefits
Industry Information Technology and Services
Experience
Zenefits October 2014 - Present
Oracle July 2013 - October 2014
The Stanford Fund September 2012 - June 2013
Morgan Stanley June 2012 - August 2012
Redmile Group, LLC June 2011 - September 2011
Northwestern Mutual June 2011 - September 2011
Stanford Center for Education Policy Analysis (CEPA) March 2011 - April 2011
Skills
Marketing, Research, Public Speaking, Analysis, Management, Data Analysis, PowerPoint, Social Media, Training, Market Research, Sales, Microsoft Excel, Event Planning, Web Applications, Recruiting, HR Software, Strategic HR, Sales Engineering, Oracle Applications, Social Media Marketing, Strategy, Strategic Planning, Community Outreach, SaaS, Consulting
Education
Stanford University 2009 — 2013
B.S. Science, Technology, and Society, Management Science and Engineering
Zenefits October 2014 - Present
Oracle July 2013 - October 2014
The Stanford Fund September 2012 - June 2013
Morgan Stanley June 2012 - August 2012
Redmile Group, LLC June 2011 - September 2011
Northwestern Mutual June 2011 - September 2011
Stanford Center for Education Policy Analysis (CEPA) March 2011 - April 2011
Skills
Marketing, Research, Public Speaking, Analysis, Management, Data Analysis, PowerPoint, Social Media, Training, Market Research, Sales, Microsoft Excel, Event Planning, Web Applications, Recruiting, HR Software, Strategic HR, Sales Engineering, Oracle Applications, Social Media Marketing, Strategy, Strategic Planning, Community Outreach, SaaS, Consulting
Education
Stanford University 2009 — 2013
B.S. Science, Technology, and Society, Management Science and Engineering
Jared Criscuolo's Morgan Stanley Experience January 2008 - August 2008
Job President @RisingTidePartners
Industry Marketing and Advertising
Experience
Encina Wastewater Authority January 2013 - Present
Antengo 2012 - Present
Rising Tide Partners November 2011 - Present
Equinox Center 2008 - Present
Below The Surface June 2009 - September 2013
self employed - capital markets December 2008 - December 2010
SolarCity October 2009 - August 2010
Surfrider Foundation 2008 - 2010
Morgan Stanley January 2008 - August 2008
UBS Wealth Management January 2006 - January 2008
Skills
Non-profits, Program Management, Fundraising, Sustainability, Policy, Leadership, Grants, Nonprofits, Community Outreach, Organizational..., Program Development, Strategic Planning, Environmental Awareness, Business Development, Entrepreneurship, Marketing, Research, Management, Strategy, Public Speaking
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts, Government
Encina Wastewater Authority January 2013 - Present
Antengo 2012 - Present
Rising Tide Partners November 2011 - Present
Equinox Center 2008 - Present
Below The Surface June 2009 - September 2013
self employed - capital markets December 2008 - December 2010
SolarCity October 2009 - August 2010
Surfrider Foundation 2008 - 2010
Morgan Stanley January 2008 - August 2008
UBS Wealth Management January 2006 - January 2008
Skills
Non-profits, Program Management, Fundraising, Sustainability, Policy, Leadership, Grants, Nonprofits, Community Outreach, Organizational..., Program Development, Strategic Planning, Environmental Awareness, Business Development, Entrepreneurship, Marketing, Research, Management, Strategy, Public Speaking
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts, Government
Aretha Brown, MBA's Morgan Stanley Experience May 2008 - August 2008
Job Finance Professional
Industry Financial Services
Experience
Liberty Fashion & Lifestyle Fairs 2014 - 2014
Indique Hair LLC October 2012 - December 2013
Adelphi University January 2012 - May 2013
Sony Music Entertainment January 2012 - May 2012
Non-Profit Organization September 2009 - January 2012
St. Johns Episcopal Hospital September 2008 - December 2008
Morgan Stanley May 2008 - August 2008
Skills
Excel, Word, PowerPoint, Access, Publisher, ACS, FTD, Tunesat, Accounts Receivable, Microsoft Excel, Microsoft Publisher, Microsoft Word, Accounts Payable, Accounting, Analysis, Account Reconciliation, Finance, Financial Analysis, Risk Management, General Ledger, Access Control, Financial Statements, Management
Education
Adelphi University 2012 — 2013
Master of Business Administration (MBA), Management
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Liberty Fashion & Lifestyle Fairs 2014 - 2014
Indique Hair LLC October 2012 - December 2013
Adelphi University January 2012 - May 2013
Sony Music Entertainment January 2012 - May 2012
Non-Profit Organization September 2009 - January 2012
St. Johns Episcopal Hospital September 2008 - December 2008
Morgan Stanley May 2008 - August 2008
Skills
Excel, Word, PowerPoint, Access, Publisher, ACS, FTD, Tunesat, Accounts Receivable, Microsoft Excel, Microsoft Publisher, Microsoft Word, Accounts Payable, Accounting, Analysis, Account Reconciliation, Finance, Financial Analysis, Risk Management, General Ledger, Access Control, Financial Statements, Management
Education
Adelphi University 2012 — 2013
Master of Business Administration (MBA), Management
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
Nancy Brand Nancy Brand's Morgan Stanley Experience August 2000 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2000 - Present
AIG July 1993 - July 2000
Skills
Financial Reporting, Budgeting, Executive Management, Expense Management, SEC reporting, Forecasting, Financial Analysis, Fixed Income, Budgets, Finance, Investment Banking, Equities, Management, Portfolio Management, Financial Risk, Process Improvement, Hedge Funds, Derivatives, Capital Markets, Corporate Finance, Alternative Investments, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 2000
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science, Finance
Morgan Stanley August 2000 - Present
AIG July 1993 - July 2000
Skills
Financial Reporting, Budgeting, Executive Management, Expense Management, SEC reporting, Forecasting, Financial Analysis, Fixed Income, Budgets, Finance, Investment Banking, Equities, Management, Portfolio Management, Financial Risk, Process Improvement, Hedge Funds, Derivatives, Capital Markets, Corporate Finance, Alternative Investments, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 2000
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science, Finance
Tony Rhee Tony Rhee's Morgan Stanley Experience 1999 - 2000
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
New York Life Insurance Company / NYLIFE Securities LLC January 2009 - January 2014
Deutsche Bank 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 1999 - 2000
Morgan Stanley 1998 - 1999
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Buy-sell Agreements, Gifting Strategies, Key Person Protection, Legacies, LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement Income..., Small Business, Succession Planning, Wealth Preservation..., Wealth Transfer, Wealth, Financial Services, Securities, Fixed Annuities, Mutual Funds, Financial Planning, Disability Insurance, Wealth Management
Education
Saint John's University - Peter J. Tobin College of Business
B.Sc., Finance
The American College
LUTCF, Candidate for CFP
TIAA-CREF January 2014 - Present
New York Life Insurance Company / NYLIFE Securities LLC January 2009 - January 2014
Deutsche Bank 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 1999 - 2000
Morgan Stanley 1998 - 1999
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Buy-sell Agreements, Gifting Strategies, Key Person Protection, Legacies, LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement Income..., Small Business, Succession Planning, Wealth Preservation..., Wealth Transfer, Wealth, Financial Services, Securities, Fixed Annuities, Mutual Funds, Financial Planning, Disability Insurance, Wealth Management
Education
Saint John's University - Peter J. Tobin College of Business
B.Sc., Finance
The American College
LUTCF, Candidate for CFP
Jason Goodridge Jason Goodridge's Morgan Stanley Experience July 2015 - Present
Job Wealth Management Compliance Branch Examiner at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Guardian Life November 2014 - July 2015
JPMorgan Chase Bank November 2013 - November 2014
J.P. Morgan Securities LLC November 2012 - October 2013
J.P. Morgan Securites LLC July 2011 - November 2012
JPMorgan Chase October 2009 - July 2011
T-mobile USA October 2006 - September 2009
Skills
Series 7, Series 66, Series 63, Investments, Banking, Customer Satisfaction, Retirement Planning, Microsoft Office, Finance, Wealth Management, Analytical Skills, Life Insurance, Close Attention to..., Series 24, series 53, Mortgage Lending, Mutual Funds, Uniform Combined State..., Financial Analysis, Financial Services, Financial Advisory, Insurance, FINRA, Customer Service, Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2009
Bachelor of Science, Finance
Morgan Stanley July 2015 - Present
Guardian Life November 2014 - July 2015
JPMorgan Chase Bank November 2013 - November 2014
J.P. Morgan Securities LLC November 2012 - October 2013
J.P. Morgan Securites LLC July 2011 - November 2012
JPMorgan Chase October 2009 - July 2011
T-mobile USA October 2006 - September 2009
Skills
Series 7, Series 66, Series 63, Investments, Banking, Customer Satisfaction, Retirement Planning, Microsoft Office, Finance, Wealth Management, Analytical Skills, Life Insurance, Close Attention to..., Series 24, series 53, Mortgage Lending, Mutual Funds, Uniform Combined State..., Financial Analysis, Financial Services, Financial Advisory, Insurance, FINRA, Customer Service, Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2009
Bachelor of Science, Finance
Mary Anne Votion Mary Anne Votion's Morgan Stanley Experience 1996 - 2001
Job Congregation of Divine Providence Director of Mission Support
Industry Religious Institutions
Experience
Congregation of Divine Providence October 2013 - Present
St. Mark the Evangelist Catholic Church August 2010 - Present
The Salvation Army 2005 - 2012
Castro Colonies Heritage Association December 2007 - December 2011
CItibank 2001 - 2003
Morgan Stanley 1996 - 2001
Charles Schwab 1993 - 1996
TriStarr Staffing 1989 - 1990
Skills
Program Development, Managerial Finance, Transition Management, Non-profits, Strategic Planning, Fundraising, Program Management, Public Speaking, Grants, Budgets, Team Building, Leadership Development, Organizational..., Event Planning, Policy, Coaching, Leadership, Change Management, Proposal Writing, Risk Management, Business Relationship..., Contract Negotiation, Contract Management, Media Relations, Employee Training, Employee Management, Public Relations, New Business Development, Donor Engagement, Non-profit..., Church Administration, Donor Development, Nonprofits, Project Planning, Analysis, Management, Volunteer Management, Government, Social Services, Human Resources, Community Development, Board Development, Philanthropy, Grant Writing, Community Outreach, Resource Development, Stewardship, Annual Giving, Planned Giving, Community Organizing
Education
St. Mary's University 1990 — 2000
Bachelor of Science
Texas A&M University 1980 — 1984
Winston Churchill High School
Congregation of Divine Providence October 2013 - Present
St. Mark the Evangelist Catholic Church August 2010 - Present
The Salvation Army 2005 - 2012
Castro Colonies Heritage Association December 2007 - December 2011
CItibank 2001 - 2003
Morgan Stanley 1996 - 2001
Charles Schwab 1993 - 1996
TriStarr Staffing 1989 - 1990
Skills
Program Development, Managerial Finance, Transition Management, Non-profits, Strategic Planning, Fundraising, Program Management, Public Speaking, Grants, Budgets, Team Building, Leadership Development, Organizational..., Event Planning, Policy, Coaching, Leadership, Change Management, Proposal Writing, Risk Management, Business Relationship..., Contract Negotiation, Contract Management, Media Relations, Employee Training, Employee Management, Public Relations, New Business Development, Donor Engagement, Non-profit..., Church Administration, Donor Development, Nonprofits, Project Planning, Analysis, Management, Volunteer Management, Government, Social Services, Human Resources, Community Development, Board Development, Philanthropy, Grant Writing, Community Outreach, Resource Development, Stewardship, Annual Giving, Planned Giving, Community Organizing
Education
St. Mary's University 1990 — 2000
Bachelor of Science
Texas A&M University 1980 — 1984
Winston Churchill High School
Albina Van Sluytman Albina Van Sluytman's Morgan Stanley Experience March 2000 - April 2010
Job First Vice President at Amalgamated Bank
Industry Investment Banking
Experience
Amalgamated Bank March 2010 - Present
Morgan Stanley March 2000 - April 2010
Chase May 1992 - March 2000
HSBC April 1988 - May 1992
Bowery Savings Bank 1980 - 1989
Skills
Banking, Loan Servicing, Middle Market, Commercial Lending, Commercial Banking, Financial Structuring, Private Banking, Loans, Credit Analysis, Small Business Lending, Capital Markets, Credit Risk, Credit, Finance, Mortgage Lending, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business
BS-summa cum laude, Management
Amalgamated Bank March 2010 - Present
Morgan Stanley March 2000 - April 2010
Chase May 1992 - March 2000
HSBC April 1988 - May 1992
Bowery Savings Bank 1980 - 1989
Skills
Banking, Loan Servicing, Middle Market, Commercial Lending, Commercial Banking, Financial Structuring, Private Banking, Loans, Credit Analysis, Small Business Lending, Capital Markets, Credit Risk, Credit, Finance, Mortgage Lending, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business
BS-summa cum laude, Management
Matthew Bienkowski Matthew Bienkowski's Morgan Stanley Experience January 2015 - Present
Job Credit Underwriting Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2011 - January 2015
St. John's University June 2008 - May 2012
Skills
Investments, Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Fixed Income, Portfolio Management, Valuation
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Finance
Morgan Stanley January 2015 - Present
Morgan Stanley June 2011 - January 2015
St. John's University June 2008 - May 2012
Skills
Investments, Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Fixed Income, Portfolio Management, Valuation
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Finance
Rick Knapp Rick Knapp's Morgan Stanley Experience September 1994 - September 1999
Job Investment Associate, CRPC Cherne Breitbach Knapp
Industry Investment Management
Experience
UBS Financial Services Inc. 2010 - Present
Merrill Lynch September 1999 - September 2010
Morgan Stanley September 1994 - September 1999
Kidder Peabody March 1982 - September 1994
Kidder Peabody 1982 - 1994
Skills
Investment Advisory, Wealth Management, Asset Allocation, Series 7, Retirement Planning, Fixed Income
Education
St. Olaf College
Bachelor of Arts
UBS Financial Services Inc. 2010 - Present
Merrill Lynch September 1999 - September 2010
Morgan Stanley September 1994 - September 1999
Kidder Peabody March 1982 - September 1994
Kidder Peabody 1982 - 1994
Skills
Investment Advisory, Wealth Management, Asset Allocation, Series 7, Retirement Planning, Fixed Income
Education
St. Olaf College
Bachelor of Arts
Bill Hackett Bill Hackett's Morgan Stanley Experience 2007 - 2009
Job Wealth Management
Industry Financial Services
Experience
Bailey November 2013 - Present
Twitchy Dolphin Flix 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2003 - 2007
Morgan Stanley 2000 - 2003
Hill-Rom 1998 - 1999
Skills
Series 7, Series 63, Series 24, Fixed Income, Capital Markets, Finance, Structured Products, Strategy, Financial Risk, Trading, Business Development, Bonds, Equities, Wealth Management, Leadership, Securities, Financial Advisory, Credit, Alternative Investments, Mutual Funds, Bloomberg, Hedge Funds, FINRA, Financial Services, Portfolio Management, Asset Allocation, Investments, Asset Management, ETFs, Derivatives, Investment Advisory, Investment Banking, Financial Markets, Investment Strategies, Options, Electronic Trading, Wealth Management..., Trading Systems, Investment Management
Education
Saint John's University - Peter J. Tobin College of Business 1995 — 1999
Bachelor of Science (B.S.), Marketing
St. Pius X
St. Pius X
Bailey November 2013 - Present
Twitchy Dolphin Flix 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2003 - 2007
Morgan Stanley 2000 - 2003
Hill-Rom 1998 - 1999
Skills
Series 7, Series 63, Series 24, Fixed Income, Capital Markets, Finance, Structured Products, Strategy, Financial Risk, Trading, Business Development, Bonds, Equities, Wealth Management, Leadership, Securities, Financial Advisory, Credit, Alternative Investments, Mutual Funds, Bloomberg, Hedge Funds, FINRA, Financial Services, Portfolio Management, Asset Allocation, Investments, Asset Management, ETFs, Derivatives, Investment Advisory, Investment Banking, Financial Markets, Investment Strategies, Options, Electronic Trading, Wealth Management..., Trading Systems, Investment Management
Education
Saint John's University - Peter J. Tobin College of Business 1995 — 1999
Bachelor of Science (B.S.), Marketing
St. Pius X
St. Pius X
Daniel Crookshanks Daniel Crookshanks's Morgan Stanley Experience April 2003 - November 2007
Job VP of Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Jay Coane Jay Coane's Morgan Stanley Experience August 2000 - August 2003
Job President of Comenity Bank at Alliance Data
Industry Financial Services
Experience
Alliance Data February 2013 - Present
Alliance Data September 2004 - February 2013
Morgan Stanley August 2000 - August 2003
Discover March 1995 - August 2000
Skills
Strategic Planning, Budgets, Finance, Strategy, Financial Analysis, Program Management, Risk Management, Mergers & Acquisitions, Mergers, Financial Risk, Banking, Entrepreneurship, Portfolio Management, Managerial Finance, Executive Management, Business Process...
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting & Taxation
Saint John's University - Peter J. Tobin College of Business
BS, Accounting (Economics minor), Cum Laude
Alliance Data February 2013 - Present
Alliance Data September 2004 - February 2013
Morgan Stanley August 2000 - August 2003
Discover March 1995 - August 2000
Skills
Strategic Planning, Budgets, Finance, Strategy, Financial Analysis, Program Management, Risk Management, Mergers & Acquisitions, Mergers, Financial Risk, Banking, Entrepreneurship, Portfolio Management, Managerial Finance, Executive Management, Business Process...
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting & Taxation
Saint John's University - Peter J. Tobin College of Business
BS, Accounting (Economics minor), Cum Laude
Sommer Villani's Morgan Stanley Experience September 1999 - February 2001
Job Registered Sales Assistant
Industry Financial Services
Experience
Ladenburg Thalmann November 2011 - Present
Broadridge October 2010 - November 2011
Safe Harbor Asset Management November 2009 - August 2010
AXA Advisors September 2005 - January 2009
American Capital Partners, LLC April 2001 - May 2004
Morgan Stanley September 1999 - February 2001
Gilford Securities May 1999 - September 1999
Glenn Michael Financial September 1998 - May 1999
Skills
Documentation, Outlook, Excel, PowerPoint, Customer Relations, Series 7, Series 11, Licensed Life & Health..., MS Project, Microsoft Office, ACT4Advisors, Redtail CRM, Investments, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Banking, Management, Customer Service, Mutual Funds, Microsoft Excel, New Business Development, Project Management, Sales, Strategy, Time Management, Finance, Series 63, Software Documentation
Education
Hunter School of Business 2004 — 2005
NYS Medical Assistant Certification, Medical
Saint Joseph's College 2004 — 2005
General Studies
Bay Shore 1994 — 1998
High School Diploma, General Studies
Ladenburg Thalmann November 2011 - Present
Broadridge October 2010 - November 2011
Safe Harbor Asset Management November 2009 - August 2010
AXA Advisors September 2005 - January 2009
American Capital Partners, LLC April 2001 - May 2004
Morgan Stanley September 1999 - February 2001
Gilford Securities May 1999 - September 1999
Glenn Michael Financial September 1998 - May 1999
Skills
Documentation, Outlook, Excel, PowerPoint, Customer Relations, Series 7, Series 11, Licensed Life & Health..., MS Project, Microsoft Office, ACT4Advisors, Redtail CRM, Investments, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Banking, Management, Customer Service, Mutual Funds, Microsoft Excel, New Business Development, Project Management, Sales, Strategy, Time Management, Finance, Series 63, Software Documentation
Education
Hunter School of Business 2004 — 2005
NYS Medical Assistant Certification, Medical
Saint Joseph's College 2004 — 2005
General Studies
Bay Shore 1994 — 1998
High School Diploma, General Studies
Jonathan Guida Jonathan Guida's Morgan Stanley Experience May 2015 - Present
Job Registered Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley April 2012 - December 2012
National Securities April 2011 - September 2011
Barth-Tex Upholstery & Fabrics January 2009 - April 2011
Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Portfolio Management, Finance, financial planning, Strategic Financial..., Financial Planning, Financial Advisory, Asset Allocation
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelors, Finance
St. Peter's High School 2001 — 2005
Morgan Stanley May 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley April 2012 - December 2012
National Securities April 2011 - September 2011
Barth-Tex Upholstery & Fabrics January 2009 - April 2011
Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Portfolio Management, Finance, financial planning, Strategic Financial..., Financial Planning, Financial Advisory, Asset Allocation
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelors, Finance
St. Peter's High School 2001 — 2005
Scott Wittrock's Morgan Stanley Experience December 2005 - Present
Job Vice President Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley December 2005 - Present
Arch Insurance Group June 2005 - November 2005
Skills
Prime Brokerage, Equities, Mutual Funds, Fixed Income, Series 7, Financial Services, Bloomberg, Securities, Investments, Series 63, Derivatives, Hedge Funds, Client Services, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's Degree, Finance, General
Morgan Stanley December 2005 - Present
Arch Insurance Group June 2005 - November 2005
Skills
Prime Brokerage, Equities, Mutual Funds, Fixed Income, Series 7, Financial Services, Bloomberg, Securities, Investments, Series 63, Derivatives, Hedge Funds, Client Services, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's Degree, Finance, General
James Cummiskey James Cummiskey's Morgan Stanley Experience June 2014 - August 2014
Job Property Analyst Intern
Industry Commercial Real Estate
Experience
MC Five Mile June 2015 - Present
Morgan Stanley June 2014 - August 2014
Johnston Asset Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Management, Sales, Marketing, Customer Service, Asset Management, Budgets, Team Leadership, Teamwork, Real Estate, Financial Analysis, Equity Research, Equity Valuation
Education
St. Lawrence University 2011 — 2016
Bachelor's Degree, Economics/Business Double Major
National Outdoor Leadership School 2013 — 2013
Environmental Management
MC Five Mile June 2015 - Present
Morgan Stanley June 2014 - August 2014
Johnston Asset Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Management, Sales, Marketing, Customer Service, Asset Management, Budgets, Team Leadership, Teamwork, Real Estate, Financial Analysis, Equity Research, Equity Valuation
Education
St. Lawrence University 2011 — 2016
Bachelor's Degree, Economics/Business Double Major
National Outdoor Leadership School 2013 — 2013
Environmental Management
Vanessa (Ryan) Abruzzese, AML/CA Vanessa (Ryan) Abruzzese, AML/CA's Morgan Stanley Experience December 2011 - June 2012
Job Vice President at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group June 2012 - Present
Morgan Stanley December 2011 - June 2012
MF Global August 2008 - November 2011
Grant Thornton LLP August 2006 - August 2008
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, Accounting, Internal Audit, Financial Risk, Enterprise Risk..., Due Diligence, Account Reconciliation, Risk Management, IT Audit, Financial Modeling, Financial Audits
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
MBA, Accounting
Notre Dame High School 1997 — 2001
Lloyds Banking Group June 2012 - Present
Morgan Stanley December 2011 - June 2012
MF Global August 2008 - November 2011
Grant Thornton LLP August 2006 - August 2008
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, Accounting, Internal Audit, Financial Risk, Enterprise Risk..., Due Diligence, Account Reconciliation, Risk Management, IT Audit, Financial Modeling, Financial Audits
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
MBA, Accounting
Notre Dame High School 1997 — 2001
Jay Obaze Jay Obaze's Morgan Stanley Experience June 2007 - August 2007
Job MBA Candidate at University of California, Berkeley Haas School of Business, Class of 2017
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business August 2015 - Present
American Express February 2012 - July 2015
Council of Urban Professionals February 2010 - February 2012
Wells Fargo Financial May 2009 - February 2010
Deutsche Bank June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Program Management, Financial Analysis, Client Relationship..., Financial Sales, Event Management, Event Programming, Online Marketing, Project Management, Strategic Planning, Salesforce.com, Online Advertising, Event Planning, Global Client Management, Leadership, Product Management
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
University of California, Berkeley, Haas School of Business August 2015 - Present
American Express February 2012 - July 2015
Council of Urban Professionals February 2010 - February 2012
Wells Fargo Financial May 2009 - February 2010
Deutsche Bank June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Program Management, Financial Analysis, Client Relationship..., Financial Sales, Event Management, Event Programming, Online Marketing, Project Management, Strategic Planning, Salesforce.com, Online Advertising, Event Planning, Global Client Management, Leadership, Product Management
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
BS, Finance
John Wadsworth John Wadsworth's Morgan Stanley Experience September 1995 - September 1996
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
Ryan Bodin Ryan Bodin's Morgan Stanley Experience March 2000 - April 2002
Job Financial Planner with Raymond James Financial Services and Owner/CEO of Total Benefit Solutions, Inc.
Industry Financial Services
Experience
Total Benefit Solutions, Inc January 2009 - Present
Raymond James Financial March 2000 - Present
Edward Jones April 2002 - December 2005
Morgan Stanley March 2000 - April 2002
Skills
Retirement Planning, Life Insurance, Financial Advisory, Securities, Long Term Care Insurance, Estate Planning, Fixed Annuities, Wealth Management, Financial Analysis, Investments, Strategic Financial..., Insurance
Education
University of Saint Thomas 1995 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Olaf College 1994 — 1995
Business Administration
Blake 1982 — 1993
K-12
Total Benefit Solutions, Inc January 2009 - Present
Raymond James Financial March 2000 - Present
Edward Jones April 2002 - December 2005
Morgan Stanley March 2000 - April 2002
Skills
Retirement Planning, Life Insurance, Financial Advisory, Securities, Long Term Care Insurance, Estate Planning, Fixed Annuities, Wealth Management, Financial Analysis, Investments, Strategic Financial..., Insurance
Education
University of Saint Thomas 1995 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Olaf College 1994 — 1995
Business Administration
Blake 1982 — 1993
K-12
Dora Belle's Morgan Stanley Experience May 2015 - Present
Job Director in Wealth Management Client Service Operations
Industry Think Tanks
Experience
Morgan Stanley May 2015 - Present
Ernst & Young 2010 - 2015
Skills
Accounting, Tax, Income Tax, Tax Accounting, Tax Preparation, Auditing, CPA, Internal Controls, Tax Advisory, Tax Returns, Customer Service, GAAP, Tax Research, Financial Reporting, Financial Accounting, Financial Analysis, Hedge Funds, High Net Worth...
Education
Saint John's University - Peter J. Tobin College of Business
MS, Taxation
Morgan Stanley May 2015 - Present
Ernst & Young 2010 - 2015
Skills
Accounting, Tax, Income Tax, Tax Accounting, Tax Preparation, Auditing, CPA, Internal Controls, Tax Advisory, Tax Returns, Customer Service, GAAP, Tax Research, Financial Reporting, Financial Accounting, Financial Analysis, Hedge Funds, High Net Worth...
Education
Saint John's University - Peter J. Tobin College of Business
MS, Taxation
Karen Danielson Karen Danielson's Morgan Stanley Experience June 2015 - Present
Job Repo Sales Assistant at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
St. Mary's College of Maryland September 2014 - May 2015
Tony Britt's Spotter Charts August 2014 - December 2014
Padonia Park Club June 2014 - August 2014
St. Mary's College of Maryland September 2012 - December 2013
MedStar Health July 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Research, Customer Service, Industrial Organization, Game Theory, Strategic Planning, Foreign Languages, Creativity Skills, Graphic Design, Social Media
Education
St. Mary's College of Maryland 2011 — 2015
Bachelor's Degree, Economics, 3.926
Morgan Stanley June 2015 - Present
St. Mary's College of Maryland September 2014 - May 2015
Tony Britt's Spotter Charts August 2014 - December 2014
Padonia Park Club June 2014 - August 2014
St. Mary's College of Maryland September 2012 - December 2013
MedStar Health July 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Research, Customer Service, Industrial Organization, Game Theory, Strategic Planning, Foreign Languages, Creativity Skills, Graphic Design, Social Media
Education
St. Mary's College of Maryland 2011 — 2015
Bachelor's Degree, Economics, 3.926
Thomas Magluilo's Morgan Stanley Experience March 2006 - February 2008
Job Strategic Business Analyst
Industry Financial Services
Experience
TGM Consulting LLC March 2012 - Present
IBM Global Business Services September 2013 - March 2015
Geller & Company February 2009 - March 2012
TGM Consulting LLC June 2008 - February 2009
Morgan Stanley March 2006 - February 2008
UBS Wealth Management June 1993 - February 2006
Skills
CRM, PMO, Wealth Management, Software Development..., Business Analysis, Project Management, Vendor Management, Vendor Contracts, Strategy, Financial Services, SDLC, Financial Analysis, Management, Management Consulting, Governance, Process Improvement, Business Process..., Leadership, Analysis, Finance, Project Portfolio...
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
MBA, Finance
TGM Consulting LLC March 2012 - Present
IBM Global Business Services September 2013 - March 2015
Geller & Company February 2009 - March 2012
TGM Consulting LLC June 2008 - February 2009
Morgan Stanley March 2006 - February 2008
UBS Wealth Management June 1993 - February 2006
Skills
CRM, PMO, Wealth Management, Software Development..., Business Analysis, Project Management, Vendor Management, Vendor Contracts, Strategy, Financial Services, SDLC, Financial Analysis, Management, Management Consulting, Governance, Process Improvement, Business Process..., Leadership, Analysis, Finance, Project Portfolio...
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
MBA, Finance
Ava Dadabhoy Ava Dadabhoy's Morgan Stanley Experience 2011 - 2011
Job Technical Project Manager/Portfolio Manager
Industry Internet
Experience
UMT Consulting Group 2001 - 2013
Morgan Stanley 2011 - 2011
American Management Systems (AMS) 1997 - 2000
Skills
Project Portfolio..., Portfolio Management, Management Consulting, PMO, Program Management, Business Transformation, Business Process..., Business Process..., IT Strategy, Business Analysis, Business Strategy, Risk Management, Acquisition Integration, Governance, EPM, Management, Product Management, Enterprise Architecture, Project Management, Business Process, MS Project, Cross-functional Team..., Requirements Analysis, Enterprise Software, Strategy, Consulting, Competitive Analysis, Project Delivery, Strategic Planning, Team Leadership, Microsoft Project, SDLC
Education
New York University - Leonard N. Stern School of Business 2005 — 2011
MBA
University of Pennsylvania 1992 — 1996
BSE & BA, Engineering, Math, Political Science
St. Xavier's College 1990 — 1992
HSC, Science - PCM
UMT Consulting Group 2001 - 2013
Morgan Stanley 2011 - 2011
American Management Systems (AMS) 1997 - 2000
Skills
Project Portfolio..., Portfolio Management, Management Consulting, PMO, Program Management, Business Transformation, Business Process..., Business Process..., IT Strategy, Business Analysis, Business Strategy, Risk Management, Acquisition Integration, Governance, EPM, Management, Product Management, Enterprise Architecture, Project Management, Business Process, MS Project, Cross-functional Team..., Requirements Analysis, Enterprise Software, Strategy, Consulting, Competitive Analysis, Project Delivery, Strategic Planning, Team Leadership, Microsoft Project, SDLC
Education
New York University - Leonard N. Stern School of Business 2005 — 2011
MBA
University of Pennsylvania 1992 — 1996
BSE & BA, Engineering, Math, Political Science
St. Xavier's College 1990 — 1992
HSC, Science - PCM
Christian Howell Christian Howell's Morgan Stanley Experience August 2009 - September 2009
Job Systems Analyst at Avanade
Industry Computer Software
Experience
Avanade February 2015 - Present
PhonePower November 2013 - August 2014
Lender Processing Services July 2011 - October 2013
Accenture October 2009 - March 2010
Accenture Technology Solutions March 2006 - March 2010
Accenture Technology Solutions February 2006 - March 2010
Morgan Stanley August 2009 - September 2009
Boy Scouts Of America\Accenture May 2009 - June 2009
Bristol-Myers Squibb\Accenture BMS April 2008 - May 2009
Pfizer Tax Department May 2007 - February 2008
Skills
Music Production, Screenwriting, Graphic Design, SharePoint, Microsoft SQL Server, XML, Web Services, Databases, Web Development, SQL, .NET, C#, ASP.NET, Visual Studio, Oracle, VB.NET, Integration, CRM, Testing, Software Development, Cloud Computing, Access
Education
St. Martin's College 1993 — 1997
Bachelor's, Mechanical Engineering
Tacoma Community College 1993 — 1996
Associate's, Mechanical Engineering
Avanade February 2015 - Present
PhonePower November 2013 - August 2014
Lender Processing Services July 2011 - October 2013
Accenture October 2009 - March 2010
Accenture Technology Solutions March 2006 - March 2010
Accenture Technology Solutions February 2006 - March 2010
Morgan Stanley August 2009 - September 2009
Boy Scouts Of America\Accenture May 2009 - June 2009
Bristol-Myers Squibb\Accenture BMS April 2008 - May 2009
Pfizer Tax Department May 2007 - February 2008
Skills
Music Production, Screenwriting, Graphic Design, SharePoint, Microsoft SQL Server, XML, Web Services, Databases, Web Development, SQL, .NET, C#, ASP.NET, Visual Studio, Oracle, VB.NET, Integration, CRM, Testing, Software Development, Cloud Computing, Access
Education
St. Martin's College 1993 — 1997
Bachelor's, Mechanical Engineering
Tacoma Community College 1993 — 1996
Associate's, Mechanical Engineering
Siddharth Suri Siddharth Suri's Morgan Stanley Experience May 2005 - June 2005
Job Experience in Fashion Supply Chain & Sourcing | MBA | Passionate About Retail, Ecommerce, Fashion Brands
Industry Retail
Experience
Amazon June 2013 - August 2013
Impulse India Pvt. Ltd. 2008 - 2012
EY June 2006 - November 2008
Morgan Stanley May 2005 - June 2005
Skills
Supply Chain Management, Fashion, Apparel Sourcing, Shoes, Leather, Leather Jackets, Strategic Sourcing, Low Cost Country..., Online Retail, Personalization, E-commerce, MBA, Target Costing
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
St. Stephen's College 2003 — 2006
BA, Economics (Hons)
Amazon June 2013 - August 2013
Impulse India Pvt. Ltd. 2008 - 2012
EY June 2006 - November 2008
Morgan Stanley May 2005 - June 2005
Skills
Supply Chain Management, Fashion, Apparel Sourcing, Shoes, Leather, Leather Jackets, Strategic Sourcing, Low Cost Country..., Online Retail, Personalization, E-commerce, MBA, Target Costing
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
St. Stephen's College 2003 — 2006
BA, Economics (Hons)
Jabar Smith Jabar Smith's Morgan Stanley Experience October 2012 - 2015
Job Project Management at Voya Investment Management
Industry Banking
Experience
Voya Investment Management May 2015 - Present
Morgan Stanley October 2012 - 2015
Credit Suisse May 2007 - October 2012
Skills
Project Management, Risk Management, Fixed Income Products, International Trade, Equity Derivatives, Fixed Income, Investments, Mutual Funds, Trading, Finance, Equities
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2007
Bachelor of Science, Finance
Voya Investment Management May 2015 - Present
Morgan Stanley October 2012 - 2015
Credit Suisse May 2007 - October 2012
Skills
Project Management, Risk Management, Fixed Income Products, International Trade, Equity Derivatives, Fixed Income, Investments, Mutual Funds, Trading, Finance, Equities
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2007
Bachelor of Science, Finance
John Milad John Milad's Morgan Stanley Experience 1996 - 2002
Job Associate Broker at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group September 2007 - Present
Omgeo 2002 - 2007
Morgan Stanley 1996 - 2002
Citibank 1994 - 1996
Bank of America Business Capital 1992 - 1994
Skills
Arabic, Manhattan, Real Estate, Real Estate Investment, Condominium Sales, Brokerage, Asset Managment, Investment Properties, Real Estate Transactions, Condos, Investments, Sellers, Negotiation, Strategic Partnerships, Selling, Asset Management, Residential Homes, Real Estate Development, Luxury, Leases, Sales, Marketing, Listings, Apartments, Finance, Rentals, Property Management, Property, Real Estate Economics, Commercial Real Estate, Investors, International Real..., Relocation, Real Property, Townhomes, Seller Representation, Relocation Buyers, Income Properties, Private Equity, Vacation Homes, Referrals, Buyer Representation, First Time Home Buyers, National Association of..., Buyers, Real Estate Financing, Corporate Real Estate
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
B.S., Finance
The Corcoran Group September 2007 - Present
Omgeo 2002 - 2007
Morgan Stanley 1996 - 2002
Citibank 1994 - 1996
Bank of America Business Capital 1992 - 1994
Skills
Arabic, Manhattan, Real Estate, Real Estate Investment, Condominium Sales, Brokerage, Asset Managment, Investment Properties, Real Estate Transactions, Condos, Investments, Sellers, Negotiation, Strategic Partnerships, Selling, Asset Management, Residential Homes, Real Estate Development, Luxury, Leases, Sales, Marketing, Listings, Apartments, Finance, Rentals, Property Management, Property, Real Estate Economics, Commercial Real Estate, Investors, International Real..., Relocation, Real Property, Townhomes, Seller Representation, Relocation Buyers, Income Properties, Private Equity, Vacation Homes, Referrals, Buyer Representation, First Time Home Buyers, National Association of..., Buyers, Real Estate Financing, Corporate Real Estate
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
B.S., Finance
Sarah MacFarland Sarah MacFarland's Morgan Stanley Experience September 2008 - October 2014
Job Manager, Human Resources at First Data Corporation
Industry Banking
Experience
First Data Corporation November 2014 - Present
Morgan Stanley September 2008 - October 2014
General Brown School District May 2008 - June 2008
St. Lawrence University September 2007 - May 2008
Thousand Islands Insurance Agency January 2008 - January 2008
Skills
Expense Management, MS Excel Pivot Tables, PowerPoint, Expenses, Financial Reporting, Policy
Education
St. Lawrence University 2004 — 2008
Bachelor of Science (BS), Mathematics
First Data Corporation November 2014 - Present
Morgan Stanley September 2008 - October 2014
General Brown School District May 2008 - June 2008
St. Lawrence University September 2007 - May 2008
Thousand Islands Insurance Agency January 2008 - January 2008
Skills
Expense Management, MS Excel Pivot Tables, PowerPoint, Expenses, Financial Reporting, Policy
Education
St. Lawrence University 2004 — 2008
Bachelor of Science (BS), Mathematics
Thomas Halpin's Morgan Stanley Experience March 2014 - December 2014
Job Graduate Assistant at St. John's University
Industry Financial Services
Experience
St. John's University September 2015 - Present
Morgan Stanley March 2014 - December 2014
Morgan Stanley Wealth Management October 2011 - March 2014
Weitz & Luxenberg P.C December 2010 - October 2011
Skills
Series 7, Equities, Leadership, Asset Management, Investments, Marketing, Social Media, Finance, Management, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing, Finance
Boston College, College of Arts and Sciences 2007 — 2010
Bachelor of Arts, History
Boston College 2006 — 2010
BA, History
St. John's University September 2015 - Present
Morgan Stanley March 2014 - December 2014
Morgan Stanley Wealth Management October 2011 - March 2014
Weitz & Luxenberg P.C December 2010 - October 2011
Skills
Series 7, Equities, Leadership, Asset Management, Investments, Marketing, Social Media, Finance, Management, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing, Finance
Boston College, College of Arts and Sciences 2007 — 2010
Bachelor of Arts, History
Boston College 2006 — 2010
BA, History
James Gillen, CIA, CAMS James Gillen, CIA, CAMS's Morgan Stanley Experience January 2013 - Present
Job Senior Manager Internal Audit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Franklin Templeton Investments March 2004 - December 2012
Astoria Federal Savings February 2002 - March 2004
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Auditing
Education
Saint Joseph's College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Morgan Stanley January 2013 - Present
Franklin Templeton Investments March 2004 - December 2012
Astoria Federal Savings February 2002 - March 2004
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Auditing
Education
Saint Joseph's College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Christine Schukat Christine Schukat's Morgan Stanley Experience October 2008 - May 2014
Job Executive Assistant IBD and IMD Business Partners at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2014 - Present
Morgan Stanley October 2008 - May 2014
Lehman Brothers April 2004 - January 2008
Brown Brothers Harriman January 1988 - January 2004
Skills
Microsoft Excel, Event Management, Analysis, Process Scheduler, Fixed Income, Equities, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 2001
BS, Business
Franklin K. Lane High School 1984 — 1988
Grade 9 to 12
Sacred Heart School 1980 — 1984
Grade 6 to 8th
Goldman Sachs May 2014 - Present
Morgan Stanley October 2008 - May 2014
Lehman Brothers April 2004 - January 2008
Brown Brothers Harriman January 1988 - January 2004
Skills
Microsoft Excel, Event Management, Analysis, Process Scheduler, Fixed Income, Equities, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 2001
BS, Business
Franklin K. Lane High School 1984 — 1988
Grade 9 to 12
Sacred Heart School 1980 — 1984
Grade 6 to 8th
Donna Levin's Morgan Stanley Experience September 2013 - October 2013
Job Retired in Greenville, SC
Industry Financial Services
Experience
Greenville, SC April 2014 - Present
Morgan Stanley September 2013 - October 2013
Chapin Davis January 2010 - June 2013
Financial Industry Regulatory Authority October 2010 - August 2011
Ferris, Baker, Watts April 1998 - March 2009
Ferris, Baker, Watts September 1986 - April 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Leadership, Training, Series 7, Instructional Design, Strategic Planning, Asset Managment, Microsoft Excel, Needs Analysis, Securities, Capital Markets, Financial Services, Retirement Planning, Bloomberg, Vendor Management, Mutual Funds, Credit Analysis, Adult Education, Analysis, Options, Captivate, Financial Analysis, Investment Management, Blended Learning, Banking, Instructor-led Training, Due Diligence, FINRA, Series 63, Equity Trading, Asset Management, Bonds, Structured Finance, Learning Management, Alternative Investments, Risk Management, Finance, ADDIE, Loans, Series 24, Funding, Credit
Education
University of Maryland Baltimore County 2008 — 2010
Graduate Certificate, Instructional System Design/Instructional Technology
St. Joseph's College
B. A. Education, Education
Greenville, SC April 2014 - Present
Morgan Stanley September 2013 - October 2013
Chapin Davis January 2010 - June 2013
Financial Industry Regulatory Authority October 2010 - August 2011
Ferris, Baker, Watts April 1998 - March 2009
Ferris, Baker, Watts September 1986 - April 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Leadership, Training, Series 7, Instructional Design, Strategic Planning, Asset Managment, Microsoft Excel, Needs Analysis, Securities, Capital Markets, Financial Services, Retirement Planning, Bloomberg, Vendor Management, Mutual Funds, Credit Analysis, Adult Education, Analysis, Options, Captivate, Financial Analysis, Investment Management, Blended Learning, Banking, Instructor-led Training, Due Diligence, FINRA, Series 63, Equity Trading, Asset Management, Bonds, Structured Finance, Learning Management, Alternative Investments, Risk Management, Finance, ADDIE, Loans, Series 24, Funding, Credit
Education
University of Maryland Baltimore County 2008 — 2010
Graduate Certificate, Instructional System Design/Instructional Technology
St. Joseph's College
B. A. Education, Education
Robert Dowers Robert Dowers's Morgan Stanley Experience June 2014 - August 2014
Job Student at Saint Lawrence University
Industry
Experience
Morgan Stanley June 2014 - August 2014
Bank of America May 2012 - August 2013
Education
St. Lawrence University 2012 — 2015
Economics
Princeton High School 2008 — 2011
Morgan Stanley June 2014 - August 2014
Bank of America May 2012 - August 2013
Education
St. Lawrence University 2012 — 2015
Economics
Princeton High School 2008 — 2011
Yung Zee's Morgan Stanley Experience 2001 - 2006
Job NONE
Industry Financial Services
Experience
Morgan Stanley 2001 - 2006
Education
University of Florida - Warrington College of Business Administration 1992 — 1994
finance
St. Petersburg College 1989 — 1992
aa
Morgan Stanley 2001 - 2006
Education
University of Florida - Warrington College of Business Administration 1992 — 1994
finance
St. Petersburg College 1989 — 1992
aa
Pilar McKenna's Morgan Stanley Experience June 2009 - Present
Job VP/Legal Assistant at Morganstanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Citi December 1989 - Present
Skills
OFAC, AML, Capital Markets, Mergers, USA PATRIOT Act, Securities, FINRA, Corporate Governance, Microsoft Office, Employment Law, Leadership, Back Office, Mergers & Acquisitions, Legal Research, Legal Writing, Risk Management, Securities Regulation, Series 7, Corporate Law, KYC, PowerPoint, Financial Analysis, Banking
Education
St. Joseph's College 2006 — 2008
Morgan Stanley June 2009 - Present
Citi December 1989 - Present
Skills
OFAC, AML, Capital Markets, Mergers, USA PATRIOT Act, Securities, FINRA, Corporate Governance, Microsoft Office, Employment Law, Leadership, Back Office, Mergers & Acquisitions, Legal Research, Legal Writing, Risk Management, Securities Regulation, Series 7, Corporate Law, KYC, PowerPoint, Financial Analysis, Banking
Education
St. Joseph's College 2006 — 2008
Justin B. Yarborough's Morgan Stanley Experience 2004 - 2005
Job Director at Kayne Anderson Capital Advisors
Industry Financial Services
Experience
Kayne Anderson Capital Advisors 2014 - Present
United States Marine Corps May 2008 - Present
We Hear Your Voice January 2010 - Present
Center for Terrorism Law 2008 - 2011
Texas House of Representatives 2006 - 2007
Morgan Stanley 2004 - 2005
King Ranch, Inc 2003 - 2003
Skills
Legal Research, Government, Politics, Policy Analysis, Civil Litigation, Non-profits, Nonprofits, Security, Legal Issues, Teaching, Counterterrorism, International Relations, National Security, Defense, Leadership, Military Operations, Military, Criminal Law, Operational Planning, Command, Crisis Management, DoD, Homeland Security, Organizational..., Intelligence Analysis, Security Clearance, Military Experience, Tactics, Intelligence, Weapons, Emergency Management, Military Training, Information Assurance, Public Speaking
Education
St. Mary's University School of Law
Juris Doctor (J.D.)
Texas Tech University
Bachelor’s Degree, International Business
Kayne Anderson Capital Advisors 2014 - Present
United States Marine Corps May 2008 - Present
We Hear Your Voice January 2010 - Present
Center for Terrorism Law 2008 - 2011
Texas House of Representatives 2006 - 2007
Morgan Stanley 2004 - 2005
King Ranch, Inc 2003 - 2003
Skills
Legal Research, Government, Politics, Policy Analysis, Civil Litigation, Non-profits, Nonprofits, Security, Legal Issues, Teaching, Counterterrorism, International Relations, National Security, Defense, Leadership, Military Operations, Military, Criminal Law, Operational Planning, Command, Crisis Management, DoD, Homeland Security, Organizational..., Intelligence Analysis, Security Clearance, Military Experience, Tactics, Intelligence, Weapons, Emergency Management, Military Training, Information Assurance, Public Speaking
Education
St. Mary's University School of Law
Juris Doctor (J.D.)
Texas Tech University
Bachelor’s Degree, International Business
Jared Criscuolo's Morgan Stanley Experience 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Education
St. Lawrence University 1999 — 2003
Morgan Stanley 2008 - Present
Education
St. Lawrence University 1999 — 2003
David Stack's Morgan Stanley Experience January 2000 - February 2001
Job ETF Global Capital Markets at State Street Global Advisors
Industry Financial Services
Experience
SPDR Exchange Traded Funds (ETFs) August 2014 - Present
UBS March 2001 - July 2014
Morgan Stanley January 2000 - February 2001
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Series 7, Bloomberg, Capital Markets, Securities, Trading Systems, Asset Management, Financial Markets, Equity Trading, Finance, Portfolio Management, Investments
Education
Saint John's University - Peter J. Tobin College of Business
B.S, Finance
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
SPDR Exchange Traded Funds (ETFs) August 2014 - Present
UBS March 2001 - July 2014
Morgan Stanley January 2000 - February 2001
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Series 7, Bloomberg, Capital Markets, Securities, Trading Systems, Asset Management, Financial Markets, Equity Trading, Finance, Portfolio Management, Investments
Education
Saint John's University - Peter J. Tobin College of Business
B.S, Finance
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Isabella Sorrentino's Morgan Stanley Experience 1996 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1996 - Present
Morgan Stanley Smith Barney June 1996 - January 2012
Smith Barney January 2009 - June 2009
Citi Smith Barney June 1996 - June 2009
Citigroup 2006 - January 2009
Citi Smith Barney 1996 - January 2009
Skills
Asset Allocation, Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Risk Management, SDLC, Series 63, Series 7, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Risk Management
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Morgan Stanley 1996 - Present
Morgan Stanley Smith Barney June 1996 - January 2012
Smith Barney January 2009 - June 2009
Citi Smith Barney June 1996 - June 2009
Citigroup 2006 - January 2009
Citi Smith Barney 1996 - January 2009
Skills
Asset Allocation, Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Risk Management, SDLC, Series 63, Series 7, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Risk Management
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Tom Gipson's Morgan Stanley Experience April 2010 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
FXCM March 2008 - April 2010
Smith Abbot, LLP December 2006 - March 2008
Education
Saint John's University 2006 — 2007
M.A., International Economics & Pol. Relations
St. Lawrence University 2002 — 2006
B.A., Government/Econ. (Minor)
Morgan Stanley April 2010 - Present
FXCM March 2008 - April 2010
Smith Abbot, LLP December 2006 - March 2008
Education
Saint John's University 2006 — 2007
M.A., International Economics & Pol. Relations
St. Lawrence University 2002 — 2006
B.A., Government/Econ. (Minor)
Linda L. Ronald, CPA's Morgan Stanley Experience December 2014 - Present
Job Morgan Stanley
Industry Accounting
Experience
Morgan Stanley December 2014 - Present
McGladrey LLP November 2010 - December 2014
RSM McGladrey Inc. February 2007 - October 2010
Skills
CPA, Auditing, Accounting, US GAAP, Financial Accounting, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
Morgan Stanley December 2014 - Present
McGladrey LLP November 2010 - December 2014
RSM McGladrey Inc. February 2007 - October 2010
Skills
CPA, Auditing, Accounting, US GAAP, Financial Accounting, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
Christopher Yager, CPA's Morgan Stanley Experience July 2007 - October 2012
Job Vice President at Moelis & Company
Industry Accounting
Experience
Moelis & Company January 2015 - Present
Moelis & Company October 2012 - Present
Morgan Stanley July 2007 - October 2012
McGladrey & Pullen, LLP January 2006 - July 2007
McGladrey & Pullen January 2005 - April 2005
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Statements, Financial Modeling, SEC Filings, Financial Risk, General Ledger, Corporate Finance, CPA, Account Reconciliation, Management
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Accounting
Moelis & Company January 2015 - Present
Moelis & Company October 2012 - Present
Morgan Stanley July 2007 - October 2012
McGladrey & Pullen, LLP January 2006 - July 2007
McGladrey & Pullen January 2005 - April 2005
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Statements, Financial Modeling, SEC Filings, Financial Risk, General Ledger, Corporate Finance, CPA, Account Reconciliation, Management
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Accounting
Alex Moyano, CAMS's Morgan Stanley Experience March 2010 - December 2014
Job Director, Volcker and Regulatory Change Compliance Officer at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Morgan Stanley March 2010 - December 2014
AML Consultant May 2008 - March 2010
Daylight Forensic & Advisory LLC August 2006 - March 2008
NYSE March 2005 - August 2006
Skills
Risk Management, Anti Money Laundering, Banking, Financial Risk, Fixed Income, Financial Services, Equities, Due Diligence, Securities, FINRA
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
B.S., Finance, GPA 3.86
UBS December 2014 - Present
Morgan Stanley March 2010 - December 2014
AML Consultant May 2008 - March 2010
Daylight Forensic & Advisory LLC August 2006 - March 2008
NYSE March 2005 - August 2006
Skills
Risk Management, Anti Money Laundering, Banking, Financial Risk, Fixed Income, Financial Services, Equities, Due Diligence, Securities, FINRA
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
B.S., Finance, GPA 3.86
Christian LaForestrie's Morgan Stanley Experience 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
UBS Wealth Management 2000 - 2006
UBS Wealth Management 2000 - 2006
Skills
Strategic Financial..., Equities, Series 7, Mutual Funds, Fixed Income, Financial Reporting, Alternative Investments, Investments, Options, Hedge Funds, Securities, Series 63, Financial Planning, Series 24, Series 33
Education
Saint John's University
B.S.
St. John's University, The Peter J. Tobin College of Business
MBA
Morgan Stanley 2006 - Present
UBS Wealth Management 2000 - 2006
UBS Wealth Management 2000 - 2006
Skills
Strategic Financial..., Equities, Series 7, Mutual Funds, Fixed Income, Financial Reporting, Alternative Investments, Investments, Options, Hedge Funds, Securities, Series 63, Financial Planning, Series 24, Series 33
Education
Saint John's University
B.S.
St. John's University, The Peter J. Tobin College of Business
MBA
John Postizzi's Morgan Stanley Experience June 1998 - November 2002
Job Investment Management Consultant at Wheelhouse Wealth Advisors
Industry Investment Management
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC February 2003 - Present
Morgan Stanley June 1998 - November 2002
Fidelity Investments 1997 - 1998
Skills
Financial Planning, Asset Management, Retirement Planning, Series 7, Investments, Investment Advisory, Asset Allocation, Retirement, Wealth Management, Asset Managment, Strategic Financial..., Securities, Investment Management, Portfolio Management, Investment Strategies, Mutual Funds, Financial Advisory
Education
St. Lawrence University 1993 — 1997
BA, Economics, Biology
St. Sebastian's 1989 — 1993
HS
Raymond James Financial Services Inc. Member FINRA/SIPC February 2003 - Present
Morgan Stanley June 1998 - November 2002
Fidelity Investments 1997 - 1998
Skills
Financial Planning, Asset Management, Retirement Planning, Series 7, Investments, Investment Advisory, Asset Allocation, Retirement, Wealth Management, Asset Managment, Strategic Financial..., Securities, Investment Management, Portfolio Management, Investment Strategies, Mutual Funds, Financial Advisory
Education
St. Lawrence University 1993 — 1997
BA, Economics, Biology
St. Sebastian's 1989 — 1993
HS
Patrick Sweeney's Morgan Stanley Experience May 2013 - Present
Job Vice President , National Training Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
UBS Wealth Management January 2004 - May 2013
AIG Advisor Group January 2003 - December 2004
CSFB Pershing 2000 - 2001
Chase Investment Services 1999 - 2000
Citi Investment Services CIS 1991 - 1993
Skills
Program Management, Learning Management
Education
St. Thomas Aquinas College 2005 — 2009
MBA, Management
Morgan Stanley May 2013 - Present
UBS Wealth Management January 2004 - May 2013
AIG Advisor Group January 2003 - December 2004
CSFB Pershing 2000 - 2001
Chase Investment Services 1999 - 2000
Citi Investment Services CIS 1991 - 1993
Skills
Program Management, Learning Management
Education
St. Thomas Aquinas College 2005 — 2009
MBA, Management
Michael Dillon's Morgan Stanley Experience March 2006 - April 2010
Job ED Executive Recruiter, Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2010 - Present
Morgan Stanley March 2006 - April 2010
Morgan Stanley January 2008 - May 2008
Solomon Page Group 2005 - 2006
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Marketing
JPMorgan Chase April 2010 - Present
Morgan Stanley March 2006 - April 2010
Morgan Stanley January 2008 - May 2008
Solomon Page Group 2005 - 2006
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Marketing
Mark Dari's Morgan Stanley Experience January 2007 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2007 - November 2007
Northern Trust Global Advisors April 2001 - December 2006
Northern Trust 2001 - 2006
US Trust Company of Ct March 1997 - April 2001
Evergreen Investments 1995 - 1997
Education
St. Thomas Aquinas College 1991 — 1995
Morgan Stanley January 2007 - November 2007
Northern Trust Global Advisors April 2001 - December 2006
Northern Trust 2001 - 2006
US Trust Company of Ct March 1997 - April 2001
Evergreen Investments 1995 - 1997
Education
St. Thomas Aquinas College 1991 — 1995
Brian Puttre's Morgan Stanley Experience October 2012 - April 2014
Job Consultant at RGP
Industry Accounting
Experience
RGP July 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley December 2010 - October 2012
Dennis F. Dowd Esq. PC August 2009 - December 2010
Marcum & Kliegman LLP January 2004 - July 2009
Deloitte & Touche October 2000 - January 2004
Skills
Hedge Funds, Private Equity, Mutual Funds, Treasury, Financial Analysis, Financial Reporting, US GAAP, Internal Controls, Accounting, Financial Accounting, GAAP, Auditing, Equities, Due Diligence, Fixed Income, Alternative Investments, Financial Services, Financial Statements, Financial Audits, Asset Management, Fund Of Funds, External Audit, General Ledger, Cash Flow, Assurance, Account Reconciliation, Fund Accounting, Investments, SEC filings
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
RGP July 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley December 2010 - October 2012
Dennis F. Dowd Esq. PC August 2009 - December 2010
Marcum & Kliegman LLP January 2004 - July 2009
Deloitte & Touche October 2000 - January 2004
Skills
Hedge Funds, Private Equity, Mutual Funds, Treasury, Financial Analysis, Financial Reporting, US GAAP, Internal Controls, Accounting, Financial Accounting, GAAP, Auditing, Equities, Due Diligence, Fixed Income, Alternative Investments, Financial Services, Financial Statements, Financial Audits, Asset Management, Fund Of Funds, External Audit, General Ledger, Cash Flow, Assurance, Account Reconciliation, Fund Accounting, Investments, SEC filings
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
Sarah Ray's Morgan Stanley Experience January 2002 - July 2005
Job Executive Director, Capital Markets Marketing Communication at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2011 - Present
Morgan Stanley Wealth Management December 2006 - November 2011
Morgan Stanley Wealth Management September 2005 - November 2006
Morgan Stanley January 2002 - July 2005
Skills
Series 7, Series 63, Series 24, series 53, Capital Markets, Fixed Income
Education
London Guildhall University 2000 — 2002
Certified Diploma in Accounting and Finance, Accounting and Finance
Staffordshire University 1992 — 1995
Economics, Economics, BA Hons 2:1
Morgan Stanley Wealth Management December 2011 - Present
Morgan Stanley Wealth Management December 2006 - November 2011
Morgan Stanley Wealth Management September 2005 - November 2006
Morgan Stanley January 2002 - July 2005
Skills
Series 7, Series 63, Series 24, series 53, Capital Markets, Fixed Income
Education
London Guildhall University 2000 — 2002
Certified Diploma in Accounting and Finance, Accounting and Finance
Staffordshire University 1992 — 1995
Economics, Economics, BA Hons 2:1
Kelly Hu's Morgan Stanley Experience January 2012 - July 2014
Job Assistant Portfolio Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Morgan Stanley January 2012 - July 2014
Morgan Stanley June 2011 - December 2011
Goldman Sachs June 2010 - August 2010
Skills
Valuation, Bloomberg, Financial Modeling, Quantitative Finance, VBA, SAS, Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2012
Bachelor of Science (B.S.), Actuarial Science
Goldman Sachs July 2014 - Present
Morgan Stanley January 2012 - July 2014
Morgan Stanley June 2011 - December 2011
Goldman Sachs June 2010 - August 2010
Skills
Valuation, Bloomberg, Financial Modeling, Quantitative Finance, VBA, SAS, Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2012
Bachelor of Science (B.S.), Actuarial Science
Amy Harris, MBA's Morgan Stanley Experience May 2005 - February 2008
Job AVP at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Lorelei Ventigan's Morgan Stanley Experience June 2012 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Sony December 2008 - May 2012
Goldman Sachs February 2008 - December 2008
Ernst & Young October 2005 - February 2008
Viacom 2002 - 2003
Skills
Tax, Corporate Tax, International Tax, Financial Analysis, Income Tax
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2005
BS/MS, Taxation
Morgan Stanley June 2012 - Present
Sony December 2008 - May 2012
Goldman Sachs February 2008 - December 2008
Ernst & Young October 2005 - February 2008
Viacom 2002 - 2003
Skills
Tax, Corporate Tax, International Tax, Financial Analysis, Income Tax
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2005
BS/MS, Taxation
C.O. Powell's Morgan Stanley Experience July 2001 - August 2005
Job Investment Adviser at First National Bank in Sioux Falls
Industry Financial Services
Experience
First National Investment Services August 2005 - Present
First National Investment Services August 2005 - Present
Morgan Stanley July 2001 - August 2005
Education
St. Olaf College
First National Investment Services August 2005 - Present
First National Investment Services August 2005 - Present
Morgan Stanley July 2001 - August 2005
Education
St. Olaf College
Elizabeth Nesbitt's Morgan Stanley Experience July 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
Citi Smith Barney 1991 - June 2009
Skills
SDLC, Wealth Management, Financial Services, Asset Management, Banking, Equities
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
BS, Marketing
Morgan Stanley July 2009 - Present
Citi Smith Barney 1991 - June 2009
Skills
SDLC, Wealth Management, Financial Services, Asset Management, Banking, Equities
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
BS, Marketing
Michael Tota, MBA's Morgan Stanley Experience December 2011 - July 2013
Job Vice President, Global Technology at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Morgan Stanley December 2011 - July 2013
Morgan Stanley December 2008 - December 2011
Morgan Stanley June 2006 - December 2008
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
M.B.A, Finance
Saint John's University 2002 — 2006
B.S, Computer Science
JPMorgan Chase August 2013 - Present
Morgan Stanley December 2011 - July 2013
Morgan Stanley December 2008 - December 2011
Morgan Stanley June 2006 - December 2008
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
M.B.A, Finance
Saint John's University 2002 — 2006
B.S, Computer Science
Kyle McDonnell's Morgan Stanley Experience March 2014 - Present
Job Special Situations Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley July 2009 - Present
Goldman Sachs May 2008 - August 2008
Permal Asset Management May 2007 - August 2007
Citi Smith Barney, Inc. 2007 - 2007
Skills
Capital Markets, Trading
Education
St. Lawrence University 2005 — 2009
Choate Rosemary Hall 2001 — 2005
H.S.
Morgan Stanley March 2014 - Present
Morgan Stanley July 2009 - Present
Goldman Sachs May 2008 - August 2008
Permal Asset Management May 2007 - August 2007
Citi Smith Barney, Inc. 2007 - 2007
Skills
Capital Markets, Trading
Education
St. Lawrence University 2005 — 2009
Choate Rosemary Hall 2001 — 2005
H.S.
Brian Orf's Morgan Stanley Experience May 2005 - January 2009
Job UBS
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Morgan Stanley Bank Operations & RBS Global Banking & Markets May 2009 - November 2009
Morgan Stanley May 2005 - January 2009
Credit Suisse July 2004 - May 2005
Morgan Stanley December 1994 - July 2004
Skills
Prime Brokerage, Fixed Income, Middle Office, Derivatives, Back Office, Operational Risk..., Financial Services, Risk Management, Credit Derivatives, Securities Lending, Equities, Investment Banking, Settlement, CDS, Trading, Hedge Funds, Capital Markets, Operational Risk, Securities
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
UBS Investment Bank November 2009 - Present
Morgan Stanley Bank Operations & RBS Global Banking & Markets May 2009 - November 2009
Morgan Stanley May 2005 - January 2009
Credit Suisse July 2004 - May 2005
Morgan Stanley December 1994 - July 2004
Skills
Prime Brokerage, Fixed Income, Middle Office, Derivatives, Back Office, Operational Risk..., Financial Services, Risk Management, Credit Derivatives, Securities Lending, Equities, Investment Banking, Settlement, CDS, Trading, Hedge Funds, Capital Markets, Operational Risk, Securities
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
adam savin's Morgan Stanley Experience 1997 - 2005
Job Trader
Industry Investment Management
Experience
Booth Creek Capital Management LP November 2008 - Present
Merrill Lynch 2005 - 2008
Morgan Stanley 1997 - 2005
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investments, Long/Short Equity, Management, Mutual Funds, Portfolio Management, Private Equity, Risk Management, Series 7, Trading, Trading Systems
Education
St. Lawrence University 1988 — 1992
Booth Creek Capital Management LP November 2008 - Present
Merrill Lynch 2005 - 2008
Morgan Stanley 1997 - 2005
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investments, Long/Short Equity, Management, Mutual Funds, Portfolio Management, Private Equity, Risk Management, Series 7, Trading, Trading Systems
Education
St. Lawrence University 1988 — 1992
Joseph Siravo's Morgan Stanley Experience July 2000 - July 2006
Job Vice PresidentFixed Income Compliance
Industry Financial Services
Experience
Bank of America April 2013 - Present
Barclays Capital June 2009 - April 2013
Barclays July 2006 - June 2009
Morgan Stanley July 2000 - July 2006
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1998
bachelors, finance
Bank of America April 2013 - Present
Barclays Capital June 2009 - April 2013
Barclays July 2006 - June 2009
Morgan Stanley July 2000 - July 2006
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1998
bachelors, finance
Michael Cashel's Morgan Stanley Experience 1992 - 2000
Job SVP at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Michael Ginestro's Morgan Stanley Experience January 1995 - August 1999
Job Director of Research
Industry Investment Management
Experience
Bel Air Investment Advisors September 2013 - Present
Wells Fargo September 2008 - September 2013
Charles Schwab Investment Management January 2004 - September 2008
Highmark Capital Management August 1999 - January 2004
Morgan Stanley January 1995 - August 1999
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Public Finance, Municipal Bonds, Municipal Law, Risk Management, Fixed Income Analysis, Credit Analysis, Wealth Management, Business Development, Bonds, Mergers, Marketing, Securities, Alternative Investments, Bloomberg, Credit
Education
Saint Lawrence University
Bachelor of Arts (B.A.)
Bel Air Investment Advisors September 2013 - Present
Wells Fargo September 2008 - September 2013
Charles Schwab Investment Management January 2004 - September 2008
Highmark Capital Management August 1999 - January 2004
Morgan Stanley January 1995 - August 1999
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Public Finance, Municipal Bonds, Municipal Law, Risk Management, Fixed Income Analysis, Credit Analysis, Wealth Management, Business Development, Bonds, Mergers, Marketing, Securities, Alternative Investments, Bloomberg, Credit
Education
Saint Lawrence University
Bachelor of Arts (B.A.)
Peter Dolan's Morgan Stanley Experience January 2007 - August 2008
Job Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
BNP Paribas November 2010 - July 2012
ING Financial Markets September 2008 - November 2010
Morgan Stanley January 2007 - August 2008
Morgan Stanley Private Wealth Management July 2004 - December 2006
Skills
Series 7, Bloomberg, Series 63, Series 55, Series 65, Equities, Capital Markets, Securities, Mutual Funds, FINRA, Trading
Education
St. Lawrence University 2000 — 2004
BA, History
St. Lawrence University London Semester Program 2002 — 2002
N/A, Liberal Arts and Sciences, General Studies and Humanities
J.P. Morgan September 2012 - Present
BNP Paribas November 2010 - July 2012
ING Financial Markets September 2008 - November 2010
Morgan Stanley January 2007 - August 2008
Morgan Stanley Private Wealth Management July 2004 - December 2006
Skills
Series 7, Bloomberg, Series 63, Series 55, Series 65, Equities, Capital Markets, Securities, Mutual Funds, FINRA, Trading
Education
St. Lawrence University 2000 — 2004
BA, History
St. Lawrence University London Semester Program 2002 — 2002
N/A, Liberal Arts and Sciences, General Studies and Humanities
Lana Benjamin's Morgan Stanley Experience January 1997 - August 1999
Job Owner
Industry Education Management
Experience
--- June 2008 - Present
The Reserve Funds November 2005 - Present
Salomon Smith Barney August 1999 - February 2002
Morgan Stanley January 1997 - August 1999
Skills
Mutual Funds, Hedge Funds, Accounting, Cash Management, Financial Services, Asset Managment
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
MS, Accounting
--- June 2008 - Present
The Reserve Funds November 2005 - Present
Salomon Smith Barney August 1999 - February 2002
Morgan Stanley January 1997 - August 1999
Skills
Mutual Funds, Hedge Funds, Accounting, Cash Management, Financial Services, Asset Managment
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
MS, Accounting
Kevin W. Cassidy's Morgan Stanley Experience April 1999 - April 2002
Job Investment Adviser Representative
Industry Financial Services
Experience
Nationwide Financial April 2002 - Present
Morgan Stanley April 1999 - April 2002
Skills
Uniform Combined State..., Series 63, Mutual Funds, Retirement, Alternative Investments, Retirement Planning, Financial Services, Series 7, Wealth Management, IRAs, Series 6, Fixed Annuities, Investment Advisory, Asset Management, Strategic Financial..., Insurance, 401k, Life Insurance, Securities, Asset Allocation, Investments, Financial Planning, FINRA, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
BA, Management
Nationwide Financial April 2002 - Present
Morgan Stanley April 1999 - April 2002
Skills
Uniform Combined State..., Series 63, Mutual Funds, Retirement, Alternative Investments, Retirement Planning, Financial Services, Series 7, Wealth Management, IRAs, Series 6, Fixed Annuities, Investment Advisory, Asset Management, Strategic Financial..., Insurance, 401k, Life Insurance, Securities, Asset Allocation, Investments, Financial Planning, FINRA, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
BA, Management
Lee Mulcahy Cummings's Morgan Stanley Experience June 2002 - November 2014
Job Financial Advisor, AVP The Mulcahy Neff Group at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Morgan Stanley June 2002 - November 2014
Education
St. Lawrence University 1997 — 2001
Bachelor's Degree, Government
Batavia High School 1993 — 1997
Ameriprise Financial Services, Inc. November 2014 - Present
Morgan Stanley June 2002 - November 2014
Education
St. Lawrence University 1997 — 2001
Bachelor's Degree, Government
Batavia High School 1993 — 1997
Alice Seoylemezian, CIA, CCSA, CRMA's Morgan Stanley Experience October 2007 - Present
Job Vice President at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2007 - Present
American Home Mortgage 2003 - 2007
Morgan Stanley June 1995 - October 2003
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk..., Internal Controls, Internal Audit, Accounting, Auditing, Due Diligence, Risk Management, Financial Risk, Financial Audits, Sarbanes-Oxley, Operational Risk
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Accounting
Morgan Stanley October 2007 - Present
American Home Mortgage 2003 - 2007
Morgan Stanley June 1995 - October 2003
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk..., Internal Controls, Internal Audit, Accounting, Auditing, Due Diligence, Risk Management, Financial Risk, Financial Audits, Sarbanes-Oxley, Operational Risk
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Accounting
Steven Gottlieb's Morgan Stanley Experience September 2008 - March 2009
Job Financial Services
Industry Financial Services
Experience
Goldman Sachs, AYCO Division November 2009 - Present
Morgan Stanley September 2008 - March 2009
Alpha Tau Omega National Fraternity January 2007 - January 2008
T. Elliot Consulting January 2007 - February 2007
Education
St. Lawrence University 2003 — 2007
BA, Economics
Goldman Sachs, AYCO Division November 2009 - Present
Morgan Stanley September 2008 - March 2009
Alpha Tau Omega National Fraternity January 2007 - January 2008
T. Elliot Consulting January 2007 - February 2007
Education
St. Lawrence University 2003 — 2007
BA, Economics
John Loftus's Morgan Stanley Experience January 2007 - September 2008
Job Cyber Security & Privacy at Willis
Industry Insurance
Experience
Willis 2009 - Present
Morgan Stanley January 2007 - September 2008
Goldman Sachs August 2005 - December 2006
Deutsche Bank AG London 2004 - 2004
Education
St. Lawrence University
Willis 2009 - Present
Morgan Stanley January 2007 - September 2008
Goldman Sachs August 2005 - December 2006
Deutsche Bank AG London 2004 - 2004
Education
St. Lawrence University
Patrick Harty's Morgan Stanley Experience Systems SpecialistThe Chase Manhattan BankApril 1993 - July 1999
Job Computer Programming Project Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Systems SpecialistThe Chase Manhattan BankApril 1993 - July 1999
Moody’s Investors Service, May 1986 - March 1993
Max New York Life Insurance September 1980 - May 1986
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BBA, Business, Risk Management, Insurance and Actuarial Science
Morgan Stanley Systems SpecialistThe Chase Manhattan BankApril 1993 - July 1999
Moody’s Investors Service, May 1986 - March 1993
Max New York Life Insurance September 1980 - May 1986
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BBA, Business, Risk Management, Insurance and Actuarial Science
Erica Stauffer's Morgan Stanley Experience June 2009 - May 2012
Job Global Head of University Relations at AIG
Industry Financial Services
Experience
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
Tim Cohan's Morgan Stanley Experience 1983 - 2002
Job Partner at Stanwich Advisors LLC
Industry Investment Banking
Experience
Stanwich Advisors, LLC July 2004 - Present
Stanwich Advisors LLC 2004 - 2014
Morgan Stanley 1983 - 2002
Young & Rubicam 1981 - 1983
Hill Holliday 1979 - 1981
General Foods 1977 - 1979
Skills
Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Equities, Asset Managment, Capital Markets, Venture Capital, Credit Derivatives, Series 7, Due Diligence, Investments, Derivatives, Emerging Markets
Education
St. Lawrence University 1971 — 1975
BS, Geology
Stanwich Advisors, LLC July 2004 - Present
Stanwich Advisors LLC 2004 - 2014
Morgan Stanley 1983 - 2002
Young & Rubicam 1981 - 1983
Hill Holliday 1979 - 1981
General Foods 1977 - 1979
Skills
Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Equities, Asset Managment, Capital Markets, Venture Capital, Credit Derivatives, Series 7, Due Diligence, Investments, Derivatives, Emerging Markets
Education
St. Lawrence University 1971 — 1975
BS, Geology
Joseph Pearsall's Morgan Stanley Experience July 2008 - November 2008
Job Executive Director at UBS Securities LLC / UBS AG
Industry Financial Services
Experience
UBS Securities LLC / UBS AG October 2013 - Present
Barclays Capital June 2009 - September 2013
Morgan Stanley July 2008 - November 2008
Deutsche Bank July 2003 - July 2008
ABN AMRO June 2000 - July 2003
NASD 1994 - 1997
Skills
USA PATRIOT Act, OFAC, AML, KYC, Bank Secrecy Act, Financial Risk, Investment Advisory, LinkedIn, Professional..., Options, SEC, Hedge Funds, Capital Markets, Operational Risk, Financial Regulation, Derivatives, Broker-Dealer, Series 63
Education
St. John's University, The Peter J. Tobin College of Business
BS, Finance
UBS Securities LLC / UBS AG October 2013 - Present
Barclays Capital June 2009 - September 2013
Morgan Stanley July 2008 - November 2008
Deutsche Bank July 2003 - July 2008
ABN AMRO June 2000 - July 2003
NASD 1994 - 1997
Skills
USA PATRIOT Act, OFAC, AML, KYC, Bank Secrecy Act, Financial Risk, Investment Advisory, LinkedIn, Professional..., Options, SEC, Hedge Funds, Capital Markets, Operational Risk, Financial Regulation, Derivatives, Broker-Dealer, Series 63
Education
St. John's University, The Peter J. Tobin College of Business
BS, Finance
Dave Mittleman's Morgan Stanley Experience November 1998 - March 2005
Job Managing Partner, Mittleman Brothers LLC
Industry Investment Management
Experience
Mittleman Brothers LLC September 2006 - Present
Coastal Capital Group, LLC March 2005 - August 2006
Morgan Stanley November 1998 - March 2005
Skills
Alternative Investments, Private Equity, Equities, Capital Markets, Investments, Hedge Funds, Asset Management, Venture Capital, Finance, Asset Allocation, Fund Of Funds
Education
St. Lawrence University 1991 — 1995
BA, Economics
Kent School 1989 — 1991
Greenvale School
Mittleman Brothers LLC September 2006 - Present
Coastal Capital Group, LLC March 2005 - August 2006
Morgan Stanley November 1998 - March 2005
Skills
Alternative Investments, Private Equity, Equities, Capital Markets, Investments, Hedge Funds, Asset Management, Venture Capital, Finance, Asset Allocation, Fund Of Funds
Education
St. Lawrence University 1991 — 1995
BA, Economics
Kent School 1989 — 1991
Greenvale School
Dean Fabrizio's Morgan Stanley Experience May 2012 - Present
Job Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Goldman Sachs June 2010 - May 2012
Morgan Stanley August 2007 - November 2008
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Morgan Stanley May 2012 - Present
Goldman Sachs June 2010 - May 2012
Morgan Stanley August 2007 - November 2008
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Darcey Dazio's Morgan Stanley Experience 2005 - Present
Job Senior Manager, Internal Audit at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley 2005 - Present
Deloitte 2003 - 2005
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Master, Accounting
Morgan Stanley 2005 - Present
Deloitte 2003 - 2005
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Master, Accounting
Chris Canavan's Morgan Stanley Experience 1998 - 2008
Job RBC
Industry Financial Services
Experience
RBC Capital Markets July 2014 - Present
Deutsche Bank Securities May 2010 - June 2014
Morgan Stanley 1998 - 2008
Education
St. Lawrence University
RBC Capital Markets July 2014 - Present
Deutsche Bank Securities May 2010 - June 2014
Morgan Stanley 1998 - 2008
Education
St. Lawrence University
Theodore Pantaleev's Morgan Stanley Experience May 1999 - May 2008
Job AIG, Treasury Initiatives
Industry Financial Services
Experience
AIG August 2014 - Present
Jefferies Bache July 2011 - July 2014
Prudential Bache Commodities May 2008 - August 2011
Morgan Stanley May 1999 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BS, Finance
AIG August 2014 - Present
Jefferies Bache July 2011 - July 2014
Prudential Bache Commodities May 2008 - August 2011
Morgan Stanley May 1999 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BS, Finance
Darcey Gallogly's Morgan Stanley Experience 2005 - Present
Job Senior Manager Internal Audit
Industry Accounting
Experience
Morgan Stanley 2005 - Present
Deloitte September 2003 - December 2005
Education
St. John's University, The Peter J. Tobin College of Business
Morgan Stanley 2005 - Present
Deloitte September 2003 - December 2005
Education
St. John's University, The Peter J. Tobin College of Business
Kathy Scheider's Morgan Stanley Experience October 2002 - October 2007
Job Realtor at Coldwell Banker Select, Realtors
Industry Real Estate
Experience
Coldwell Banker Select, Realtors 2008 - Present
Morgan Stanley October 2002 - October 2007
Skills
Real Estate, First Time Home Buyers, Sellers, Relocation, Condos, Referrals, Real Estate Transactions, Selling, Residential Homes, New Home Sales, Buyer Representation, ABR, Listings, Single Family Homes, Buyers
Education
Saint Lawrence University 1974 — 1978
BA, Economics
Coldwell Banker Select, Realtors 2008 - Present
Morgan Stanley October 2002 - October 2007
Skills
Real Estate, First Time Home Buyers, Sellers, Relocation, Condos, Referrals, Real Estate Transactions, Selling, Residential Homes, New Home Sales, Buyer Representation, ABR, Listings, Single Family Homes, Buyers
Education
Saint Lawrence University 1974 — 1978
BA, Economics
Ted Jahn's Morgan Stanley Experience October 1995 - July 2011
Job Director Corporate Tax of Americas at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2011 - Present
Morgan Stanley October 1995 - July 2011
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
MBA, Finance
Deutsche Bank June 2011 - Present
Morgan Stanley October 1995 - July 2011
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
MBA, Finance
Coleen Hansen's Morgan Stanley Experience October 2006 - February 2009
Job Assistant Director Financial Reporting at Catholic Health Services of Long Island
Industry Accounting
Experience
Catholic Health Services of Long Island August 2010 - Present
Diocese of Rockville Centre January 2010 - August 2010
Diocese of Rockville Centre February 2009 - December 2009
Morgan Stanley October 2006 - February 2009
Ernst & Young June 2004 - October 2006
Skills
Financial Reporting, Internal Audit, Accounting, Financial Analysis, Internal Controls, GAAP, General Ledger, Financial Accounting, US GAAP, CPA, Auditing, Budgets, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
B.S., Accountancy
Catholic Health Services of Long Island August 2010 - Present
Diocese of Rockville Centre January 2010 - August 2010
Diocese of Rockville Centre February 2009 - December 2009
Morgan Stanley October 2006 - February 2009
Ernst & Young June 2004 - October 2006
Skills
Financial Reporting, Internal Audit, Accounting, Financial Analysis, Internal Controls, GAAP, General Ledger, Financial Accounting, US GAAP, CPA, Auditing, Budgets, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
B.S., Accountancy
Eric Kwok's Morgan Stanley Experience 2007 - 2008
Job at RBS Global Banking & Markets
Industry Financial Services
Experience
BMO Capital Markets November 2014 - Present
Royal Bank of Scotland 2011 - 2014
Federal Reserve Bank of New York 2010 - 2011
Morgan Stanley 2007 - 2008
Deutsche Bank April 2005 - March 2007
Keltic Financial Services, LLC 2004 - 2005
First Franklin Financial, a Subsidiary of Merrill Lynch 2003 - 2004
Skills
Banking, Cash Management, Private Equity, Treasury, Financial Modeling, Investments, Mortgage Lending, Capital Markets, Finance, Financial Services, Treasury Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance & Accounting
Saint John's University - Peter J. Tobin College of Business
Bachelors of Science, Finance
Training the Street
M&A and Leverage Buyouts Modeling
Training the Street
Advanced Financial Modeling
BMO Capital Markets November 2014 - Present
Royal Bank of Scotland 2011 - 2014
Federal Reserve Bank of New York 2010 - 2011
Morgan Stanley 2007 - 2008
Deutsche Bank April 2005 - March 2007
Keltic Financial Services, LLC 2004 - 2005
First Franklin Financial, a Subsidiary of Merrill Lynch 2003 - 2004
Skills
Banking, Cash Management, Private Equity, Treasury, Financial Modeling, Investments, Mortgage Lending, Capital Markets, Finance, Financial Services, Treasury Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance & Accounting
Saint John's University - Peter J. Tobin College of Business
Bachelors of Science, Finance
Training the Street
M&A and Leverage Buyouts Modeling
Training the Street
Advanced Financial Modeling
Greg Starita's Morgan Stanley Experience January 2002 - April 2007
Job Vice President at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
JPMorgan Chase April 2007 - January 2013
Morgan Stanley January 2002 - April 2007
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Business Management
JPMorgan Chase January 2012 - Present
JPMorgan Chase April 2007 - January 2013
Morgan Stanley January 2002 - April 2007
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Business Management
Jessica Sinaly's Morgan Stanley Experience January 2015 - Present
Job Sales Associate at Jefferies & Company
Industry
Experience
Morgan Stanley January 2015 - Present
Jefferies & Company October 2010 - January 2015
Citi January 2006 - October 2010
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's degree, Finance, General
Saint Francis Preparatory 1998 — 2001
Our Lady of Hope 1987 — 1997
Morgan Stanley January 2015 - Present
Jefferies & Company October 2010 - January 2015
Citi January 2006 - October 2010
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's degree, Finance, General
Saint Francis Preparatory 1998 — 2001
Our Lady of Hope 1987 — 1997
Kareem Sarauw's Morgan Stanley Experience September 2013 - Present
Job IBM at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
IBM September 2003 - Present
Diageo January 2002 - August 2003
TEKsystems July 2000 - July 2002
Skills
ITIL, Active Directory, IT Service Management, Windows Server, Virtualization, Servers, Disaster Recovery, Service Delivery, Data Center, IT Strategy, Vendor Management, Business Analysis, Windows 7, Integration, IT Management, Enterprise Architecture, TCP/IP, IT Operations, Requirements Analysis, DNS, Security, Network Security, Network Administration, Group Policy, Technical Support, VMware, Windows, Computer Hardware, Firewalls, Cisco Technologies, Troubleshooting
Education
St. Thomas University 1991 — 1994
BA, Computer Science
St. Thomas University 1991 — 1994
Bachelor of Computer Sciences, Information Technology
Morgan Stanley September 2013 - Present
IBM September 2003 - Present
Diageo January 2002 - August 2003
TEKsystems July 2000 - July 2002
Skills
ITIL, Active Directory, IT Service Management, Windows Server, Virtualization, Servers, Disaster Recovery, Service Delivery, Data Center, IT Strategy, Vendor Management, Business Analysis, Windows 7, Integration, IT Management, Enterprise Architecture, TCP/IP, IT Operations, Requirements Analysis, DNS, Security, Network Security, Network Administration, Group Policy, Technical Support, VMware, Windows, Computer Hardware, Firewalls, Cisco Technologies, Troubleshooting
Education
St. Thomas University 1991 — 1994
BA, Computer Science
St. Thomas University 1991 — 1994
Bachelor of Computer Sciences, Information Technology
James Vera's Morgan Stanley Experience August 2006 - August 2008
Job at USAA Investment Management Company
Industry Financial Services
Experience
USAA January 2014 - Present
Advisors Asset Management, Inc. September 2008 - January 2014
Ameritas 2009 - 2012
Morgan Stanley August 2006 - August 2008
JPMorgan Chase 2004 - 2007
Skills
Series 7, Mutual Funds, Bonds, Alternative Investments, Fixed Income, Structured Products, Bloomberg, Financial Advisory, Series 63
Education
St. Mary's University 1987 — 1989
Business Management
USAA January 2014 - Present
Advisors Asset Management, Inc. September 2008 - January 2014
Ameritas 2009 - 2012
Morgan Stanley August 2006 - August 2008
JPMorgan Chase 2004 - 2007
Skills
Series 7, Mutual Funds, Bonds, Alternative Investments, Fixed Income, Structured Products, Bloomberg, Financial Advisory, Series 63
Education
St. Mary's University 1987 — 1989
Business Management
Jeff Overman's Morgan Stanley Experience March 2007 - April 2010
Job
Industry Financial Services
Experience
Overman Capital LLC December 2012 - Present
Deutsche Bank Alex. Brown April 2010 - December 2012
Morgan Stanley March 2007 - April 2010
Dominick & Dominick LLC 2004 - 2006
Skills
Series 7, Equities, Alternative Investments, Series 3, Health and Life Inurance, Series 66
Education
St. Lawrence University 1997 — 2001
Bachelor, History
The Taft School 1995 — 1997
Overman Capital LLC December 2012 - Present
Deutsche Bank Alex. Brown April 2010 - December 2012
Morgan Stanley March 2007 - April 2010
Dominick & Dominick LLC 2004 - 2006
Skills
Series 7, Equities, Alternative Investments, Series 3, Health and Life Inurance, Series 66
Education
St. Lawrence University 1997 — 2001
Bachelor, History
The Taft School 1995 — 1997
Adrian Moonian's Morgan Stanley Experience August 2008 - September 2011
Job Senior Marketing Analytics Analyst at Invesco US
Industry Financial Services
Experience
Invesco US August 2015 - Present
JPMorgan Chase June 2014 - August 2015
Moody's Corporation June 2013 - June 2014
Morgan Stanley August 2008 - September 2011
Citi 2006 - 2007
Skills
Financial Modeling, Quantitative Analytics, Financial Services, Analytics, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
BS, Finance
Invesco US August 2015 - Present
JPMorgan Chase June 2014 - August 2015
Moody's Corporation June 2013 - June 2014
Morgan Stanley August 2008 - September 2011
Citi 2006 - 2007
Skills
Financial Modeling, Quantitative Analytics, Financial Services, Analytics, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
BS, Finance
Raymond Carpentieri's Morgan Stanley Experience 1980 - 2001
Job Tullett Prebon Trade Support
Industry Banking
Experience
Tullett Prebon May 2013 - Present
Toyota Motor January 2012 - May 2013
HSBC Private Bank October 2010 - November 2011
Tullett liberty Securities April 2004 - August 2010
Neuberger Berman June 2001 - April 2004
Morgan Stanley 1980 - 2001
Skills
Asset Management, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Banking, Financial Services, Investment Banking, Capital Markets, Financial Markets, Relationship Management, Risk Management, Operations Management, Portfolio Management, FX Options, Trading, Wealth Management, Trading Systems, Securities, Back Office, Options, Financial Risk, Credit, Asset Managment, Derivatives, Private Equity, Mutual Funds, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Business Management
Tullett Prebon May 2013 - Present
Toyota Motor January 2012 - May 2013
HSBC Private Bank October 2010 - November 2011
Tullett liberty Securities April 2004 - August 2010
Neuberger Berman June 2001 - April 2004
Morgan Stanley 1980 - 2001
Skills
Asset Management, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Banking, Financial Services, Investment Banking, Capital Markets, Financial Markets, Relationship Management, Risk Management, Operations Management, Portfolio Management, FX Options, Trading, Wealth Management, Trading Systems, Securities, Back Office, Options, Financial Risk, Credit, Asset Managment, Derivatives, Private Equity, Mutual Funds, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Business Management
Rica Palacio's Morgan Stanley Experience October 2013 - Present
Job
Industry Banking
Experience
Morgan Stanley October 2013 - Present
McGladrey October 2011 - September 2013
McGladrey October 2010 - October 2011
Finklestein Memorial Library September 2009 - May 2011
Arrow Electronics September 2008 - December 2008
Lehman Brothers Holdings Inc. June 2008 - August 2008
Sponsors for Educational Opportunity May 2008 - July 2008
Nassau Veterans Memorial Coliseum January 2008 - May 2008
Key Bank June 2007 - January 2008
Kumon May 2002 - January 2007
Skills
Accounting, Auditing, Tax, Financial Statements, Finance, Internal Audit, Financial Services, Microsoft Excel, Financial Audits, GAAP, Not for Profit, US GAAP, Financial Analysis, Audits of Employee..., Advent, Analytics, External Audit, Capital Allocation, Limited Partnerships, Caseware
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
MS, Accounting
Stony Brook University 2005 — 2009
BS, Business Management, Finance, Accounting, Philosophy
Morgan Stanley October 2013 - Present
McGladrey October 2011 - September 2013
McGladrey October 2010 - October 2011
Finklestein Memorial Library September 2009 - May 2011
Arrow Electronics September 2008 - December 2008
Lehman Brothers Holdings Inc. June 2008 - August 2008
Sponsors for Educational Opportunity May 2008 - July 2008
Nassau Veterans Memorial Coliseum January 2008 - May 2008
Key Bank June 2007 - January 2008
Kumon May 2002 - January 2007
Skills
Accounting, Auditing, Tax, Financial Statements, Finance, Internal Audit, Financial Services, Microsoft Excel, Financial Audits, GAAP, Not for Profit, US GAAP, Financial Analysis, Audits of Employee..., Advent, Analytics, External Audit, Capital Allocation, Limited Partnerships, Caseware
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
MS, Accounting
Stony Brook University 2005 — 2009
BS, Business Management, Finance, Accounting, Philosophy
Kenneth Chiu's Morgan Stanley Experience June 2006 - May 2010
Job Investment Specialist at United Nations FCU
Industry Financial Services
Experience
United Nations FCU May 2014 - Present
JPMorgan Chase October 2013 - January 2014
JPMorgan Chase October 2010 - September 2013
Morgan Stanley June 2006 - May 2010
Smith Barney January 2006 - April 2006
Skills
Asset Allocation, Investment Advisory, Series 7, Series 63, Uniform Combined State..., Securities, Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 65, Equities, Life Insurance, Asset Management, Portfolio Management, Investment Management, Superior Client Service, Analytical Skills, Quantitative Research, Time Management, Organization, Due Diligence, Financial Services, Multi Tasking, Microsoft Excel, PowerPoint, Communication, Adaptability, Flexibility, Prioritize Workload, High level of initiative, Teamwork, Work Well Independently, Highly detail oriented, Superior Work Ethic, Outstanding...
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Finance, 3.6
Clarke HS 1998 — 2002
High School
United Nations FCU May 2014 - Present
JPMorgan Chase October 2013 - January 2014
JPMorgan Chase October 2010 - September 2013
Morgan Stanley June 2006 - May 2010
Smith Barney January 2006 - April 2006
Skills
Asset Allocation, Investment Advisory, Series 7, Series 63, Uniform Combined State..., Securities, Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 65, Equities, Life Insurance, Asset Management, Portfolio Management, Investment Management, Superior Client Service, Analytical Skills, Quantitative Research, Time Management, Organization, Due Diligence, Financial Services, Multi Tasking, Microsoft Excel, PowerPoint, Communication, Adaptability, Flexibility, Prioritize Workload, High level of initiative, Teamwork, Work Well Independently, Highly detail oriented, Superior Work Ethic, Outstanding...
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Finance, 3.6
Clarke HS 1998 — 2002
High School
Kristi Dobbin's Morgan Stanley Experience January 2004 - January 2006
Job
Industry Financial Services
Experience
JCIII & Associates February 2013 - Present
Fannie Mae March 2011 - November 2012
Chestnut Gallery & Gifts January 2008 - January 2009
Morgan Stanley January 2004 - January 2006
UBS Financial Services January 1993 - January 2004
Skills
Training, Loans, Management, Customer Service, Account Reconciliation, Administrative..., Sales, Underwriting, Due Diligence, Real Estate, Policy, Mutual Funds, Databases, Editing, Testing, Proposal Writing
Education
Southwest High School 1977 — 1980
St. Petersburg College
Credits
JCIII & Associates February 2013 - Present
Fannie Mae March 2011 - November 2012
Chestnut Gallery & Gifts January 2008 - January 2009
Morgan Stanley January 2004 - January 2006
UBS Financial Services January 1993 - January 2004
Skills
Training, Loans, Management, Customer Service, Account Reconciliation, Administrative..., Sales, Underwriting, Due Diligence, Real Estate, Policy, Mutual Funds, Databases, Editing, Testing, Proposal Writing
Education
Southwest High School 1977 — 1980
St. Petersburg College
Credits
Andrew Chader's Morgan Stanley Experience 2000 - February 2013
Job US Trading at Redburn Partners
Industry Financial Services
Experience
Redburn Partners July 2013 - Present
Morgan Stanley 2000 - February 2013
Dresdner Kleinwort Benson 1998 - 2000
Skills
Hedge Funds, Securities, Equities, Series 7, Series 63, Block Trading, ETFs, Equity Trading, Risk Management, Proprietary Trading, Fixed Income, Options, Alternative Investments, Trading Strategies, Trading Systems, Capital Markets, Electronic Trading, Investments, Financial Markets, Investment Banking, Asset Management
Education
St. Lawrence University
Redburn Partners July 2013 - Present
Morgan Stanley 2000 - February 2013
Dresdner Kleinwort Benson 1998 - 2000
Skills
Hedge Funds, Securities, Equities, Series 7, Series 63, Block Trading, ETFs, Equity Trading, Risk Management, Proprietary Trading, Fixed Income, Options, Alternative Investments, Trading Strategies, Trading Systems, Capital Markets, Electronic Trading, Investments, Financial Markets, Investment Banking, Asset Management
Education
St. Lawrence University
Jaspreet Singh Oberoi's Morgan Stanley Experience June 2008 - August 2009
Job Senior Consultant at Canon Solutions America
Industry Financial Services
Experience
Canon Solutions America February 2014 - Present
Moody's Investors Service September 2013 - January 2014
Systemax - Global Industrial Equipment September 2012 - August 2013
KPMG Advisory February 2011 - August 2012
Vitech Systems Group/Ernst & Young (Client) October 2010 - January 2011
IIE June 2010 - October 2010
Bank Of America October 2009 - June 2010
Morgan Stanley June 2008 - August 2009
JPMorgan Chase June 2007 - May 2008
Education
Saint John's University - Peter J. Tobin College of Business
BS, Accounting
Canon Solutions America February 2014 - Present
Moody's Investors Service September 2013 - January 2014
Systemax - Global Industrial Equipment September 2012 - August 2013
KPMG Advisory February 2011 - August 2012
Vitech Systems Group/Ernst & Young (Client) October 2010 - January 2011
IIE June 2010 - October 2010
Bank Of America October 2009 - June 2010
Morgan Stanley June 2008 - August 2009
JPMorgan Chase June 2007 - May 2008
Education
Saint John's University - Peter J. Tobin College of Business
BS, Accounting
Barry Lechowicz's Morgan Stanley Experience January 2000 - August 2007
Job Finance and Accounting Professional
Industry Financial Services
Experience
Tukaiz April 2010 - June 2011
Morgan Stanley January 2000 - August 2007
Skills
Trade Finance, Financial Analysis, Trading, Corporate Finance
Education
St. Joseph's College (IN) 1995 — 1999
accounting/Finance, Finance
Tukaiz April 2010 - June 2011
Morgan Stanley January 2000 - August 2007
Skills
Trade Finance, Financial Analysis, Trading, Corporate Finance
Education
St. Joseph's College (IN) 1995 — 1999
accounting/Finance, Finance
Abraham Saldivar's Morgan Stanley Experience October 2013 - April 2015
Job Vice President at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital May 2015 - Present
Morgan Stanley October 2013 - April 2015
Morgan Stanley June 2008 - September 2013
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Bloomberg, Securities, Investments, Series 7, Corporate Finance, LBO, Due Diligence
Education
St. Mary's University 2004 — 2007
Bachelor of Arts (B.A.), Corporate, Finance, and Risk Management Financial Services
Winston Churchill
Napier Park Global Capital May 2015 - Present
Morgan Stanley October 2013 - April 2015
Morgan Stanley June 2008 - September 2013
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Bloomberg, Securities, Investments, Series 7, Corporate Finance, LBO, Due Diligence
Education
St. Mary's University 2004 — 2007
Bachelor of Arts (B.A.), Corporate, Finance, and Risk Management Financial Services
Winston Churchill
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS