Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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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
Kelso Huffman Kelso Huffman's Morgan Stanley Experience January 1989 - March 2013
Job Raymond James & Associates
Industry Financial Services
Experience
Raymond James March 2013 - Present
Morgan Stanley January 1989 - March 2013
Skills
Wealth Management..., Retirement Planning,..., Investments, Wealth, Asset Allocation, Wealth Management, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Financial Advisory, Alternative Investments
Education
The Ohio State University 1978 — 1982
Bachlor of Science College of Natural Resources, Forestry
Raymond James March 2013 - Present
Morgan Stanley January 1989 - March 2013
Skills
Wealth Management..., Retirement Planning,..., Investments, Wealth, Asset Allocation, Wealth Management, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Financial Advisory, Alternative Investments
Education
The Ohio State University 1978 — 1982
Bachlor of Science College of Natural Resources, Forestry
Kanishka Roy Kanishka Roy's Morgan Stanley Experience April 2014 - Present
Job Technology Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Skills
Investment Banking, Mergers, Acquisitions, Equity Capital Markets, IPO, Follow-on Offerings, Private Placements, Growth Capital, Private Equity, Corporate Development, Business Strategy, Start-ups, Enterprise Software, SaaS, Cloud Computing, Information Management, Infrastructure..., Storage, Venture Capital, Mergers & Acquisitions, Investments, M&A experience, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
M.B.A, Finance & Strategy
University of Wisconsin-Madison
B.S, Electrical & Computer Engineering
Morgan Stanley April 2014 - Present
Skills
Investment Banking, Mergers, Acquisitions, Equity Capital Markets, IPO, Follow-on Offerings, Private Placements, Growth Capital, Private Equity, Corporate Development, Business Strategy, Start-ups, Enterprise Software, SaaS, Cloud Computing, Information Management, Infrastructure..., Storage, Venture Capital, Mergers & Acquisitions, Investments, M&A experience, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
M.B.A, Finance & Strategy
University of Wisconsin-Madison
B.S, Electrical & Computer Engineering
John J. Moriarty John J. Moriarty's Morgan Stanley Experience June 2013 - November 2014
Job JP Morgan Private Client Advisor with Chase Private Client
Industry Financial Services
Experience
JPMorgan Securities LLC November 2014 - Present
Morgan Stanley June 2013 - November 2014
U.S. Army August 2004 - May 2013
Skills
Risk Management, Training, Program Management, Management, Strategic Planning, Team Building, Army, Finance, Security Clearance, Military, Investments, Operational Planning, Operations Management, Military Operations, Project Planning, Employee Training, Human Resources, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Bachelor of Science in Business Administration, Finance, General
The Ohio State University
The Ohio State University
JPMorgan Securities LLC November 2014 - Present
Morgan Stanley June 2013 - November 2014
U.S. Army August 2004 - May 2013
Skills
Risk Management, Training, Program Management, Management, Strategic Planning, Team Building, Army, Finance, Security Clearance, Military, Investments, Operational Planning, Operations Management, Military Operations, Project Planning, Employee Training, Human Resources, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Bachelor of Science in Business Administration, Finance, General
The Ohio State University
The Ohio State University
Ann-Marie Valle Ann-Marie Valle's Morgan Stanley Experience January 2008 - January 2009
Job Property Accountant at Greystar
Industry Accounting
Experience
Greystar January 2015 - Present
Infocore Inc. October 2013 - January 2015
Spinal Elements, Inc. May 2013 - October 2013
Abnology January 2009 - October 2013
Inovio Pharmaceuticals Inc. January 2009 - December 2011
Morgan Stanley January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Skills
New Business Development, Financial Analysis, Forecasting, Start-ups, Customer Service, Management, Entrepreneurship, Microsoft Excel, Team Leadership, Leadership, Budgets, Competitive Analysis, Marketing, Negotiation, Financial Services, Corporate Finance, Financial Accounting, Press Releases, Accounting, Human Resources, Executive..., Office Management, Corporate Communications, Investor Relations, Organizational..., Time Management, Cross-functional Team..., Microsoft Office, CRM, QuickBooks, Access, Google Analytics, SharePoint, Great Plains Software, Business Analysis, Analysis, Payroll, Project Management, Financial Reporting, Finance, Strategic Financial..., Market Research, Mergers & Acquisitions, Administrative..., Employee Benefits, Strategy, Financial Planning
Education
University of Redlands 2012 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
The Ohio State University 2000 — 2002
Accounting and Finance
Greystar January 2015 - Present
Infocore Inc. October 2013 - January 2015
Spinal Elements, Inc. May 2013 - October 2013
Abnology January 2009 - October 2013
Inovio Pharmaceuticals Inc. January 2009 - December 2011
Morgan Stanley January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Skills
New Business Development, Financial Analysis, Forecasting, Start-ups, Customer Service, Management, Entrepreneurship, Microsoft Excel, Team Leadership, Leadership, Budgets, Competitive Analysis, Marketing, Negotiation, Financial Services, Corporate Finance, Financial Accounting, Press Releases, Accounting, Human Resources, Executive..., Office Management, Corporate Communications, Investor Relations, Organizational..., Time Management, Cross-functional Team..., Microsoft Office, CRM, QuickBooks, Access, Google Analytics, SharePoint, Great Plains Software, Business Analysis, Analysis, Payroll, Project Management, Financial Reporting, Finance, Strategic Financial..., Market Research, Mergers & Acquisitions, Administrative..., Employee Benefits, Strategy, Financial Planning
Education
University of Redlands 2012 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
The Ohio State University 2000 — 2002
Accounting and Finance
Stephen DePizzo Stephen DePizzo's Morgan Stanley Experience February 2001 - June 2004
Job Assistant Vice President at St. Croix Capital Advisors
Industry Real Estate
Experience
St. Croix Capital Advisors January 2014 - Present
Texas Army National Guard September 2012 - October 2014
Texas Army National Guard, Active Duty July 2008 - September 2012
Paramount Equity July 2006 - July 2008
Professional Event Planners June 2003 - July 2006
Morgan Stanley February 2001 - June 2004
Skills
Project Management, Project Planning, Project Coordination, Employee Training, Supervisory Skills, Leadership, Team Leadership, Leadership Development, Time Management, Sales Operations, Salesforce.com, Sales Management, Sales, Resource Management, Strategic Communications, stragetic planning, Marketing, Marketing Strategy, Operations Management, Military Operations, Military Training, Military Logistics, Military Liaison, Event Planning, Management, Coaching, Customer Service, Training, Strategic Planning
Education
The Ohio State University 1999 — 2004
Bachelor's degree, Family Resource Management Studies, Consumer Affairs
United States Army Officer Candidate School
United State Army Engineer Officer Leadership Course 2011 — 2011
St. Croix Capital Advisors January 2014 - Present
Texas Army National Guard September 2012 - October 2014
Texas Army National Guard, Active Duty July 2008 - September 2012
Paramount Equity July 2006 - July 2008
Professional Event Planners June 2003 - July 2006
Morgan Stanley February 2001 - June 2004
Skills
Project Management, Project Planning, Project Coordination, Employee Training, Supervisory Skills, Leadership, Team Leadership, Leadership Development, Time Management, Sales Operations, Salesforce.com, Sales Management, Sales, Resource Management, Strategic Communications, stragetic planning, Marketing, Marketing Strategy, Operations Management, Military Operations, Military Training, Military Logistics, Military Liaison, Event Planning, Management, Coaching, Customer Service, Training, Strategic Planning
Education
The Ohio State University 1999 — 2004
Bachelor's degree, Family Resource Management Studies, Consumer Affairs
United States Army Officer Candidate School
United State Army Engineer Officer Leadership Course 2011 — 2011
Jacob Lorbach Jacob Lorbach's Morgan Stanley Experience May 2015 - Present
Job StudentAthlete at The Ohio State University
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Skills
Teaching, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Teamwork, English, Photoshop, Social Media, Leadership, Time Management, Team Building, Finance, Management
Education
The Ohio State University 2011 — 2015
Finance and Financial Management Services
Morgan Stanley May 2015 - Present
Skills
Teaching, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Teamwork, English, Photoshop, Social Media, Leadership, Time Management, Team Building, Finance, Management
Education
The Ohio State University 2011 — 2015
Finance and Financial Management Services
Katie Yellig's Morgan Stanley Experience January 2006 - March 2006
Job HR Business Partner at The CocaCola Company
Industry Human Resources
Experience
The Coca-Cola Company September 2014 - Present
The Coca-Cola Company June 2012 - September 2014
Ankerman Training Solutions March 2011 - May 2012
I-85 Staffing/General Labor/Gabriel March 2006 - May 2012
Union Bank (Subsidiary of The Bank of Tokyo-Mitsubishi UFJ) June 2011 - September 2011
Pearl Interactive Network December 2010 - June 2011
Essel Enterprises February 2010 - August 2010
Six Degrees Capital August 2009 - August 2010
WYSE Investment Services February 2009 - July 2009
Morgan Stanley January 2006 - March 2006
Skills
Performance Management, Talent Management, Human Resources, Leadership Development, Leadership, Change Management, Employee Training, Interviews, Management, CRM, Personnel Management, Employee Benefits, Workforce Planning, Training
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Master, Labor and Human Resources
The Ohio State University - The Max M. Fisher College of Business
BSBA, Corporate Finance
The Ohio State University - The Max M. Fisher College of Business
BSBA, Real Estate Finance & Urban Analysis
University of New South Wales 2004 — 2004
The Coca-Cola Company September 2014 - Present
The Coca-Cola Company June 2012 - September 2014
Ankerman Training Solutions March 2011 - May 2012
I-85 Staffing/General Labor/Gabriel March 2006 - May 2012
Union Bank (Subsidiary of The Bank of Tokyo-Mitsubishi UFJ) June 2011 - September 2011
Pearl Interactive Network December 2010 - June 2011
Essel Enterprises February 2010 - August 2010
Six Degrees Capital August 2009 - August 2010
WYSE Investment Services February 2009 - July 2009
Morgan Stanley January 2006 - March 2006
Skills
Performance Management, Talent Management, Human Resources, Leadership Development, Leadership, Change Management, Employee Training, Interviews, Management, CRM, Personnel Management, Employee Benefits, Workforce Planning, Training
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Master, Labor and Human Resources
The Ohio State University - The Max M. Fisher College of Business
BSBA, Corporate Finance
The Ohio State University - The Max M. Fisher College of Business
BSBA, Real Estate Finance & Urban Analysis
University of New South Wales 2004 — 2004
Marlin North's Morgan Stanley Experience August 2010 - March 2011
Job Marketing Coordinator at Newmark Grubb Knight Frank
Industry Marketing and Advertising
Experience
Newmark Grubb Knight Frank July 2015 - Present
San Diego Daily Transcript May 2014 - March 2015
Livemixtapes.com July 2013 - May 2014
Warhol & WALL ST. April 2011 - May 2014
Morgan Stanley August 2010 - March 2011
Exel January 2010 - October 2010
Team One May 2008 - November 2008
Skills
Facebook, YouTube, Online Advertising, Social Media Marketing, Digital Marketing, Social Media, Digital Strategy, Digital Media, Advertising, Social Networking, Marketing Communications, Email Marketing, Web Content Management, Marketing Strategy, Media Buying, Video Production, Videography, Video Editing, Video, New Media, Television
Education
The Ohio State University Fisher College of Business 2003 — 2008
Bachelors of Science, Business Administration, Marketing
Newmark Grubb Knight Frank July 2015 - Present
San Diego Daily Transcript May 2014 - March 2015
Livemixtapes.com July 2013 - May 2014
Warhol & WALL ST. April 2011 - May 2014
Morgan Stanley August 2010 - March 2011
Exel January 2010 - October 2010
Team One May 2008 - November 2008
Skills
Facebook, YouTube, Online Advertising, Social Media Marketing, Digital Marketing, Social Media, Digital Strategy, Digital Media, Advertising, Social Networking, Marketing Communications, Email Marketing, Web Content Management, Marketing Strategy, Media Buying, Video Production, Videography, Video Editing, Video, New Media, Television
Education
The Ohio State University Fisher College of Business 2003 — 2008
Bachelors of Science, Business Administration, Marketing
William Holtz's Morgan Stanley Experience June 2012 - July 2014
Job Private Equity Associate
Industry Banking
Experience
Family Investment Office August 2014 - Present
Morgan Stanley June 2012 - July 2014
Cornell Entrepreneurship Organization September 2010 - June 2012
Cornell University September 2008 - June 2012
Morgan Stanley June 2011 - August 2011
Skills
Financial Modeling
Education
Cornell University 2008 — 2012
Bachelor of Arts (BA), Economics & Psychology
The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Family Investment Office August 2014 - Present
Morgan Stanley June 2012 - July 2014
Cornell Entrepreneurship Organization September 2010 - June 2012
Cornell University September 2008 - June 2012
Morgan Stanley June 2011 - August 2011
Skills
Financial Modeling
Education
Cornell University 2008 — 2012
Bachelor of Arts (BA), Economics & Psychology
The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Craig Lannaman Craig Lannaman's Morgan Stanley Experience January 2014 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2011 - January 2014
JPMorgan Chase January 2009 - March 2011
Columbus AIDS Task Force March 2008 - December 2008
Skills
Microsoft Excel, Retirement, Outlook, Microsoft Office, Critical Thinking, Series 63, Series 7, Financial Advisory, Bonds, Mutual Funds, Wealth Management, Equities, Series 65, Financial Planning
Education
The Ohio State University 2006 — 2008
B.A., Psychology
Columbus State Community College 2005 — 2007
Associate of Arts and Certificate, Accounting
Morgan Stanley January 2014 - Present
Morgan Stanley August 2011 - January 2014
JPMorgan Chase January 2009 - March 2011
Columbus AIDS Task Force March 2008 - December 2008
Skills
Microsoft Excel, Retirement, Outlook, Microsoft Office, Critical Thinking, Series 63, Series 7, Financial Advisory, Bonds, Mutual Funds, Wealth Management, Equities, Series 65, Financial Planning
Education
The Ohio State University 2006 — 2008
B.A., Psychology
Columbus State Community College 2005 — 2007
Associate of Arts and Certificate, Accounting
Emil Koniecko Emil Koniecko's Morgan Stanley Experience August 2013 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Dow Jones & Company June 2012 - August 2012
Prudential Financial December 2011 - January 2012
Royal Woodwork & Millwork Inc. June 2009 - September 2009
Piping Rock Country Club June 2007 - September 2008
Windham Mountain Adaptive Sports Foundation December 2006 - March 2007
Skills
Investments, Financial Modeling, Strategic Financial..., Financial Analysis, PeopleSoft, Microsoft Office, Commercial Real Estate, Valuation, Corporate Real Estate, SQL, Commercial Mortgages, KPI Dashboards, Finance, Corporate Finance, Queries, Financial Markets, Microsoft Excel, Bloomberg, Equities, Trading, Capital Markets, Hedge Funds, Fixed Income, Derivatives, Analysis, PowerPoint, Portfolio Management, Accounting, Salesforce.com, Drilling, Ad-hoc, Dashboard, Pricing Analysis, Real Estate, Product Cost Analysis, Oracle, ARIS
Education
The Ohio State University 2007 — 2012
Bachelor of Science, Finance
Syosset High School
Morgan Stanley August 2013 - Present
Dow Jones & Company June 2012 - August 2012
Prudential Financial December 2011 - January 2012
Royal Woodwork & Millwork Inc. June 2009 - September 2009
Piping Rock Country Club June 2007 - September 2008
Windham Mountain Adaptive Sports Foundation December 2006 - March 2007
Skills
Investments, Financial Modeling, Strategic Financial..., Financial Analysis, PeopleSoft, Microsoft Office, Commercial Real Estate, Valuation, Corporate Real Estate, SQL, Commercial Mortgages, KPI Dashboards, Finance, Corporate Finance, Queries, Financial Markets, Microsoft Excel, Bloomberg, Equities, Trading, Capital Markets, Hedge Funds, Fixed Income, Derivatives, Analysis, PowerPoint, Portfolio Management, Accounting, Salesforce.com, Drilling, Ad-hoc, Dashboard, Pricing Analysis, Real Estate, Product Cost Analysis, Oracle, ARIS
Education
The Ohio State University 2007 — 2012
Bachelor of Science, Finance
Syosset High School
Esteban Edwards's Morgan Stanley Experience March 2013 - November 2014
Job Writer
Industry Sports
Experience
A.C. Miami February 2015 - August 2015
Morgan Stanley March 2013 - November 2014
Columbus Crew March 2013 - March 2014
Spanish Government October 2010 - June 2012
Skills
Creative Writing, Se Habla Espanol, Spanish-speaking, Microsoft Word, PowerPoint, Microsoft Excel
Education
The Ohio State University 2005 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
The University of Akron 2004 — 2005
Political Science
A.C. Miami February 2015 - August 2015
Morgan Stanley March 2013 - November 2014
Columbus Crew March 2013 - March 2014
Spanish Government October 2010 - June 2012
Skills
Creative Writing, Se Habla Espanol, Spanish-speaking, Microsoft Word, PowerPoint, Microsoft Excel
Education
The Ohio State University 2005 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
The University of Akron 2004 — 2005
Political Science
Lauren Stinson Lauren Stinson's Morgan Stanley Experience November 2012 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2012 - Present
Starbucks September 2006 - October 2012
Education
The Ohio State University 2006 — 2011
Morgan Stanley November 2012 - Present
Starbucks September 2006 - October 2012
Education
The Ohio State University 2006 — 2011
Bradley A Handel, CMFC Bradley A Handel, CMFC's Morgan Stanley Experience September 2007 - January 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
Morgan Stanley September 2007 - January 2008
Northwestern Mutual April 2007 - August 2007
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelors, Finance
Ameriprise Financial Services, Inc. October 2008 - Present
Morgan Stanley September 2007 - January 2008
Northwestern Mutual April 2007 - August 2007
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelors, Finance
Jeffrey Kovack's Morgan Stanley Experience February 2008 - November 2008
Job Endoscopy Sales Representative at Stryker
Industry Medical Devices
Experience
Stryker March 2009 - Present
Morgan Stanley February 2008 - November 2008
NVR July 2005 - February 2008
Skills
Leadership, Account Management, Selling, Investments, Real Estate, CRM, Sales, Accounting, Customer Service, Time Management, Management, Project Management, Sales Management, Marketing, Finance, Sales Process, Sales Operations, Budgets, Forecasting, Microsoft Office
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Finance, Real Estate & Urban Analysis
Stryker March 2009 - Present
Morgan Stanley February 2008 - November 2008
NVR July 2005 - February 2008
Skills
Leadership, Account Management, Selling, Investments, Real Estate, CRM, Sales, Accounting, Customer Service, Time Management, Management, Project Management, Sales Management, Marketing, Finance, Sales Process, Sales Operations, Budgets, Forecasting, Microsoft Office
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Finance, Real Estate & Urban Analysis
Firman Leung's Morgan Stanley Experience 1980 - 1983
Job Managing Director, Investment Banking for ARC and RCS Capital
Industry Investment Banking
Experience
AR Capital and RCS Capital November 2012 - Present
Sandler O'Neill & Partners February 2002 - August 2012
Salomon Brothers July 1994 - November 2001
Grupo Financiero Serfin March 1991 - June 1994
Merrill Lynch August 1985 - March 1991
Morgan Stanley 1980 - 1983
Skills
Equity Capital Markets, Series 7, Series 24, Private Placements, Investment Banking, Series 63, Debt Capital Markets, Capital Markets, Private Equity, Mergers & Acquisitions, Asset Management, Hedge Funds, Capital Raising, Fixed Income, Valuation, Equity Research, Investments, Equities, IPO, Financial Modeling, Securities, FINRA, Venture Capital, Emerging Markets, Bonds, Alternative Investments, Due Diligence, Corporate Finance, Financial Services
Education
Tuck School of Business at Dartmouth 1983 — 1985
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1976 — 1979
Bachelor's degree, Finance, General
North Shore High School
North Shore High School
North Shore High School
AR Capital and RCS Capital November 2012 - Present
Sandler O'Neill & Partners February 2002 - August 2012
Salomon Brothers July 1994 - November 2001
Grupo Financiero Serfin March 1991 - June 1994
Merrill Lynch August 1985 - March 1991
Morgan Stanley 1980 - 1983
Skills
Equity Capital Markets, Series 7, Series 24, Private Placements, Investment Banking, Series 63, Debt Capital Markets, Capital Markets, Private Equity, Mergers & Acquisitions, Asset Management, Hedge Funds, Capital Raising, Fixed Income, Valuation, Equity Research, Investments, Equities, IPO, Financial Modeling, Securities, FINRA, Venture Capital, Emerging Markets, Bonds, Alternative Investments, Due Diligence, Corporate Finance, Financial Services
Education
Tuck School of Business at Dartmouth 1983 — 1985
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1976 — 1979
Bachelor's degree, Finance, General
North Shore High School
North Shore High School
North Shore High School
Helen Hang Fan Helen Hang Fan's Morgan Stanley Experience November 2014 - Present
Job Associate at Morgan Stanley, PhD in Statistics
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Citi August 2013 - November 2014
Liberty Mutual Insurance June 2012 - August 2012
The Ohio State University 2007 - 2012
The Ohio State University January 2011 - August 2011
Skills
Stochastic Differential..., R, Stochastic Calculus, Stochastic Processes, Time Series, Optimization, Monte Carlo Methods, Data Mining, Quantitative Research, Quantitative Analytics, Bayesian statistics, Statistical Modeling, C/C++, SAS, SQL, Statistics, SPSS, LaTeX, Python, Linux/Unix, Algorithms, Minitab, Predictive Modeling, Data Analysis, Simulations, Mathematical Modeling, Machine Learning, C++
Education
The Ohio State University 2008 — 2013
PhD, Statistics
The Ohio State University 2007 — 2010
Master, Evolution
Tsinghua University 2003 — 2007
Bachelor, Biological Science
Morgan Stanley November 2014 - Present
Citi August 2013 - November 2014
Liberty Mutual Insurance June 2012 - August 2012
The Ohio State University 2007 - 2012
The Ohio State University January 2011 - August 2011
Skills
Stochastic Differential..., R, Stochastic Calculus, Stochastic Processes, Time Series, Optimization, Monte Carlo Methods, Data Mining, Quantitative Research, Quantitative Analytics, Bayesian statistics, Statistical Modeling, C/C++, SAS, SQL, Statistics, SPSS, LaTeX, Python, Linux/Unix, Algorithms, Minitab, Predictive Modeling, Data Analysis, Simulations, Mathematical Modeling, Machine Learning, C++
Education
The Ohio State University 2008 — 2013
PhD, Statistics
The Ohio State University 2007 — 2010
Master, Evolution
Tsinghua University 2003 — 2007
Bachelor, Biological Science
Kyle Childress Kyle Childress's Morgan Stanley Experience February 2015 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley January 2013 - January 2015
Perry Hall Lawn Equipment 2006 - December 2012
University of Maryland Baltimore County September 2011 - April 2012
Hood College August 2008 - May 2009
Skills
German, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, ICELink, Markitserv, Markitwire, Credit One (C1), Public Speaking, Intercultural..., Editing, Customer Service, Data Analysis, Fixed Income, Analysis, Derivatives, Financial Analysis, Finance, Economics, Leadership
Education
University of Maryland Baltimore County 2009 — 2012
Bachelor of Arts (BA), Economics, 3.38 / 4.0
Philipps-Universität Marburg 2011 — 2011
Peace Studies and Conflict Resolution
Hood College 2008 — 2009
Other, General Studies, 3.72
Morgan Stanley February 2015 - Present
Morgan Stanley January 2013 - January 2015
Perry Hall Lawn Equipment 2006 - December 2012
University of Maryland Baltimore County September 2011 - April 2012
Hood College August 2008 - May 2009
Skills
German, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, ICELink, Markitserv, Markitwire, Credit One (C1), Public Speaking, Intercultural..., Editing, Customer Service, Data Analysis, Fixed Income, Analysis, Derivatives, Financial Analysis, Finance, Economics, Leadership
Education
University of Maryland Baltimore County 2009 — 2012
Bachelor of Arts (BA), Economics, 3.38 / 4.0
Philipps-Universität Marburg 2011 — 2011
Peace Studies and Conflict Resolution
Hood College 2008 — 2009
Other, General Studies, 3.72
Shaker Karajat Shaker Karajat's Morgan Stanley Experience August 2014 - July 2015
Job Business Analyst at HewlettPackard
Industry Retail
Experience
Hewlett-Packard Enterprise Services July 2015 - Present
Morgan Stanley August 2014 - July 2015
Sullivant Avenue Inc. January 2009 - December 2014
Sunoco January 2008 - December 2008
Skills
Microsoft Office, Customer Service, Economics, Research, Business Strategy, Microsoft Excel, Microsoft Word, Marketing, International Trade, Business Analysis, International Business, Leadership, Public Speaking, Sales, Teamwork, Management, PowerPoint, Time Management, Retail, Team Building, Visio, Outlook, SharePoint, Business Process..., Medicaid Managed Care, Medicaid, Analysis, Social Media, Team Leadership, Training
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), International Business and Economics
Hewlett-Packard Enterprise Services July 2015 - Present
Morgan Stanley August 2014 - July 2015
Sullivant Avenue Inc. January 2009 - December 2014
Sunoco January 2008 - December 2008
Skills
Microsoft Office, Customer Service, Economics, Research, Business Strategy, Microsoft Excel, Microsoft Word, Marketing, International Trade, Business Analysis, International Business, Leadership, Public Speaking, Sales, Teamwork, Management, PowerPoint, Time Management, Retail, Team Building, Visio, Outlook, SharePoint, Business Process..., Medicaid Managed Care, Medicaid, Analysis, Social Media, Team Leadership, Training
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), International Business and Economics
Joseph Fickert Joseph Fickert's Morgan Stanley Experience December 2011 - May 2014
Job Customer Account Representative at Cass Information Systems
Industry Marketing and Advertising
Experience
Cass Information Systems June 2014 - Present
Morgan Stanley December 2011 - May 2014
The Ohio State University March 2010 - December 2011
Tom and Eddies July 2010 - September 2010
Skills
Microsoft Office, Written Correspondence, Business Correspondence, Document Management, Marketing, Photoshop, Social Media, Data Entry, NICE
Education
The Ohio State University 2006 — 2011
Consumer Affairs, Human Ecology
Cass Information Systems June 2014 - Present
Morgan Stanley December 2011 - May 2014
The Ohio State University March 2010 - December 2011
Tom and Eddies July 2010 - September 2010
Skills
Microsoft Office, Written Correspondence, Business Correspondence, Document Management, Marketing, Photoshop, Social Media, Data Entry, NICE
Education
The Ohio State University 2006 — 2011
Consumer Affairs, Human Ecology
Shelly Bower Shelly Bower's Morgan Stanley Experience June 2004 - July 2011
Job Administrative Assistant at GBQ Consulting LLC
Industry Financial Services
Experience
GBQ Consulting LLC February 2012 - Present
Morgan Stanley June 2004 - July 2011
Discover Financial Services January 2001 - June 2004
Galyan's Trading Company November 1998 - December 2000
Alliance Data April 1996 - October 1998
Skills
Customer Service, Outlook, Microsoft Excel, Adobe Acrobat, PowerPoint, Microsoft Word, Administrative..., Photoshop, SharePoint, Project Management, Administrative Support, Microsoft Office 2003, Microsoft Office 2007, FrontPage, Microsoft Office 2010
Education
The Ohio State University 1999 — 2001
Westerville North High School 1995 — 1999
Diploma
GBQ Consulting LLC February 2012 - Present
Morgan Stanley June 2004 - July 2011
Discover Financial Services January 2001 - June 2004
Galyan's Trading Company November 1998 - December 2000
Alliance Data April 1996 - October 1998
Skills
Customer Service, Outlook, Microsoft Excel, Adobe Acrobat, PowerPoint, Microsoft Word, Administrative..., Photoshop, SharePoint, Project Management, Administrative Support, Microsoft Office 2003, Microsoft Office 2007, FrontPage, Microsoft Office 2010
Education
The Ohio State University 1999 — 2001
Westerville North High School 1995 — 1999
Diploma
Laith Khalaf, CFP®, ChFC®'s Morgan Stanley Experience March 2000 - October 2008
Job Certified Financial Planner®, Chartered Financial Consultant®
Industry Financial Services
Hendy Dayton Hendy Dayton's Morgan Stanley Experience 1983 - 1985
Job Principal at The Boda Group, committed to helping leaders and teams become more effective
Industry Professional Training & Coaching
Experience
The Boda Group 2011 - Present
APTA 2008 - Present
Breast Cancer Fund 2005 - Present
New Level Leadership October 2009 - January 2012
YourOnRamp.com March 2007 - September 2009
Babcock & Brown 1989 - 1994
Bain & Company 1987 - 1989
General Mills 1986 - 1986
Morgan Stanley 1983 - 1985
Skills
Executive Coaching, Leadership Development, Strategic Consulting, Coaching, Staff Development, Leadership, Training, Strategic Planning, Marketing, Public Speaking, Business Development, Community Outreach, Strategy, Social Media
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Williams College 1978 — 1982
B.A.
The Boda Group 2011 - Present
APTA 2008 - Present
Breast Cancer Fund 2005 - Present
New Level Leadership October 2009 - January 2012
YourOnRamp.com March 2007 - September 2009
Babcock & Brown 1989 - 1994
Bain & Company 1987 - 1989
General Mills 1986 - 1986
Morgan Stanley 1983 - 1985
Skills
Executive Coaching, Leadership Development, Strategic Consulting, Coaching, Staff Development, Leadership, Training, Strategic Planning, Marketing, Public Speaking, Business Development, Community Outreach, Strategy, Social Media
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Williams College 1978 — 1982
B.A.
Robert Masterson Robert Masterson's Morgan Stanley Experience February 1975 - April 1984
Job Financial Strategist and Analyst
Industry Capital Markets
Experience
Goldman Sachs April 1984 - Present
Morgan Stanley February 1975 - April 1984
The Heritage Foundation May 1973 - February 1975
Skills
Financial Analysis, Intelligence Analysis, Modeling, Due Diligence, Investments, Private Equity, Venture Capital, Portfolio Management, Mergers, Financial Modeling, Asset Managment, Corporate Finance, Banking, Corporate Development, Valuation, Investment Banking, Equities, Entrepreneurship, Asset Management, Strategic Planning, Mergers & Acquisitions, Hedge Funds, Finance, Capital Markets, Alternative Investments, Emerging Markets
Education
The Tuck School of Business at Dartmouth 1968 — 1970
MA, Economics
The University of Connecticut 1964 — 1968
BS, Finance
Goldman Sachs April 1984 - Present
Morgan Stanley February 1975 - April 1984
The Heritage Foundation May 1973 - February 1975
Skills
Financial Analysis, Intelligence Analysis, Modeling, Due Diligence, Investments, Private Equity, Venture Capital, Portfolio Management, Mergers, Financial Modeling, Asset Managment, Corporate Finance, Banking, Corporate Development, Valuation, Investment Banking, Equities, Entrepreneurship, Asset Management, Strategic Planning, Mergers & Acquisitions, Hedge Funds, Finance, Capital Markets, Alternative Investments, Emerging Markets
Education
The Tuck School of Business at Dartmouth 1968 — 1970
MA, Economics
The University of Connecticut 1964 — 1968
BS, Finance
Jayme Blasiman Jayme Blasiman's Morgan Stanley Experience May 2005 - January 2013
Job Sr. Project Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank January 2013 - Present
Morgan Stanley May 2005 - January 2013
Vector Marketing February 1999 - September 2005
Skills
Life Coaching, Relationship Coach, Direct Sales, Public Speaking, Entrepreneurship, Training, Leadership, Coaching, Direct Marketing, Advertising, Business Coaching, Sales Management, Leadership Development, Workshop Facilitation, Hiring, Organizational...
Education
The Ohio State University 1996 — 2000
Bachelor's degree, Consumer Economics
West Branch High School 1992 — 1996
Bachelor of Arts (BA)
Huntington National Bank January 2013 - Present
Morgan Stanley May 2005 - January 2013
Vector Marketing February 1999 - September 2005
Skills
Life Coaching, Relationship Coach, Direct Sales, Public Speaking, Entrepreneurship, Training, Leadership, Coaching, Direct Marketing, Advertising, Business Coaching, Sales Management, Leadership Development, Workshop Facilitation, Hiring, Organizational...
Education
The Ohio State University 1996 — 2000
Bachelor's degree, Consumer Economics
West Branch High School 1992 — 1996
Bachelor of Arts (BA)
Jason Evilsizor's Morgan Stanley Experience 2008 - 2009
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays, Capital Markets May 2013 - Present
HSBC November 2011 - May 2013
Natixis CIB Americas 2009 - November 2011
Morgan Stanley 2008 - 2009
Morgan Stanley 2006 - 2008
Education
The Ohio State University
Bachelor of Science
Barclays, Capital Markets May 2013 - Present
HSBC November 2011 - May 2013
Natixis CIB Americas 2009 - November 2011
Morgan Stanley 2008 - 2009
Morgan Stanley 2006 - 2008
Education
The Ohio State University
Bachelor of Science
Corry A. King Corry A. King's Morgan Stanley Experience September 2012 - Present
Job Client Reporting Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Claremont Retirement August 2010 - September 2012
Ohio State Calling August 2006 - September 2007
Skills
Financial Reporting, Financial Analysis, Banking, Financial Modeling, Financial Services, Return on Investment, Risk Management, Investment Banking, Wealth Management, Financial Statements, Asset Management, Customer Service, Securities, Investments, Finance, Strategic Financial..., Walkthroughs, Technical Support, Debit Cards, Microsoft Office, Accounting
Education
The Ohio State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Dublin Scioto High School 2001 — 2005
High School Diploma
Morgan Stanley September 2012 - Present
Claremont Retirement August 2010 - September 2012
Ohio State Calling August 2006 - September 2007
Skills
Financial Reporting, Financial Analysis, Banking, Financial Modeling, Financial Services, Return on Investment, Risk Management, Investment Banking, Wealth Management, Financial Statements, Asset Management, Customer Service, Securities, Investments, Finance, Strategic Financial..., Walkthroughs, Technical Support, Debit Cards, Microsoft Office, Accounting
Education
The Ohio State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Dublin Scioto High School 2001 — 2005
High School Diploma
Neel Kumar, CFA Neel Kumar, CFA's Morgan Stanley Experience July 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Credit Suisse June 2013 - August 2013
Guggenheim Partners July 2011 - April 2012
Guggenheim Partners July 2009 - June 2011
Credit Suisse July 2007 - December 2008
Putnam Lovell NBF June 2006 - November 2006
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Company Valuation, M&A analysis, M&A Modeling, LBO, Investment Banking, Valuation, Leveraged Finance, Derivatives, Mergers & Acquisitions, DCF, Investments, Fixed Income, Finance, Equity Research, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Securities
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance
Morgan Stanley July 2014 - Present
Credit Suisse June 2013 - August 2013
Guggenheim Partners July 2011 - April 2012
Guggenheim Partners July 2009 - June 2011
Credit Suisse July 2007 - December 2008
Putnam Lovell NBF June 2006 - November 2006
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Company Valuation, M&A analysis, M&A Modeling, LBO, Investment Banking, Valuation, Leveraged Finance, Derivatives, Mergers & Acquisitions, DCF, Investments, Fixed Income, Finance, Equity Research, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Securities
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance
Brian Mathews Brian Mathews's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Ross, Sinclaire & Associates, LLC May 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch December 2011 - May 2012
Skills
Debt Financing, Financial Modeling, Valuation, Bloomberg
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Centerville High School 2007 — 2010
Morgan Stanley June 2014 - Present
Ross, Sinclaire & Associates, LLC May 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch December 2011 - May 2012
Skills
Debt Financing, Financial Modeling, Valuation, Bloomberg
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Centerville High School 2007 — 2010
Ulrich Linder's Morgan Stanley Experience June 2015 - Present
Job Margin Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley June 2013 - May 2014
Morgan Stanley March 2013 - June 2013
MedImmune June 2011 - September 2011
Target August 2007 - June 2011
Skills
Talent Management, HRIS, Employee Benefits, Talent Acquisition, Succession Planning, Employee Engagement, Onboarding, Microsoft Excel, 3D, Technical Support, Customer Satisfaction, Customer Retention, Customer Support, Social Media, Social Media Advertising, Social Media Marketing, Retirement Planning, IRAs, Customer Service, Interviews, Leadership, Management, Applicant Tracking..., Team Building, Human Resources
Education
The Ohio State University 2008 — 2012
BSBA, Human Resources
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, HR
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley June 2013 - May 2014
Morgan Stanley March 2013 - June 2013
MedImmune June 2011 - September 2011
Target August 2007 - June 2011
Skills
Talent Management, HRIS, Employee Benefits, Talent Acquisition, Succession Planning, Employee Engagement, Onboarding, Microsoft Excel, 3D, Technical Support, Customer Satisfaction, Customer Retention, Customer Support, Social Media, Social Media Advertising, Social Media Marketing, Retirement Planning, IRAs, Customer Service, Interviews, Leadership, Management, Applicant Tracking..., Team Building, Human Resources
Education
The Ohio State University 2008 — 2012
BSBA, Human Resources
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, HR
Jeremy Wakeland Jeremy Wakeland's Morgan Stanley Experience November 2013 - May 2014
Job Financial Planner at Ascend Advisory Group
Industry Financial Services
Experience
Ascend Advisory Group May 2014 - Present
Morgan Stanley November 2013 - May 2014
Summit Financial Strategies, Inc. January 2011 - June 2013
Ameriprise Financial Services, Inc. November 2010 - February 2011
Summit Financial Strategies, Inc. September 2010 - February 2011
The Ohio State University November 2006 - November 2010
21st Century Gym 2004 - 2006
21st Century Gym 2004 - 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Investments, Client Service Oriented, Mutual Funds, ETFs
Education
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning, Financial Planning and Services
The Ohio State University 2006 — 2010
Bachelor's of Arts, Family Financial Planning
Ascend Advisory Group May 2014 - Present
Morgan Stanley November 2013 - May 2014
Summit Financial Strategies, Inc. January 2011 - June 2013
Ameriprise Financial Services, Inc. November 2010 - February 2011
Summit Financial Strategies, Inc. September 2010 - February 2011
The Ohio State University November 2006 - November 2010
21st Century Gym 2004 - 2006
21st Century Gym 2004 - 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Investments, Client Service Oriented, Mutual Funds, ETFs
Education
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning, Financial Planning and Services
The Ohio State University 2006 — 2010
Bachelor's of Arts, Family Financial Planning
Clay Acer's Morgan Stanley Experience August 2012 - November 2012
Job Site Manager
Industry Environmental Services
Experience
Zwick Environmental Consultants August 2015 - Present
Cardinal Health May 2015 - July 2015
Cardinal Health February 2014 - May 2015
Cardinal Health November 2012 - February 2014
Morgan Stanley August 2012 - November 2012
Campus Crusade for Christ September 2010 - August 2012
Wallick Construction June 2009 - December 2009
Stoney River Lengendary Steaks October 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Customer Service, Accounting, Public Speaking, Social Media, Organization, Social Networking, Nonprofits, A/R collections, Customer Satisfaction
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA Business Finance
Zwick Environmental Consultants August 2015 - Present
Cardinal Health May 2015 - July 2015
Cardinal Health February 2014 - May 2015
Cardinal Health November 2012 - February 2014
Morgan Stanley August 2012 - November 2012
Campus Crusade for Christ September 2010 - August 2012
Wallick Construction June 2009 - December 2009
Stoney River Lengendary Steaks October 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Customer Service, Accounting, Public Speaking, Social Media, Organization, Social Networking, Nonprofits, A/R collections, Customer Satisfaction
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA Business Finance
Jennifer Hegrat Jennifer Hegrat's Morgan Stanley Experience January 2010 - May 2011
Job Financial Analyst at Lifestyle Communities
Industry Retail
Experience
Lifestyle Communities January 2014 - Present
Limited Brands January 2012 - December 2013
Limited Brands June 2011 - December 2011
Morgan Stanley January 2010 - May 2011
Skills
Financial Reporting, Accounting, SAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, EDW, Journal Entries, Microsoft Excel, GAAP, Financial Accounting, Variance Analysis, Accounts Payable, PeopleSoft
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Business Administration, Accounting
Kenston High School 2003 — 2007
High School Diploma, General Studies
Lifestyle Communities January 2014 - Present
Limited Brands January 2012 - December 2013
Limited Brands June 2011 - December 2011
Morgan Stanley January 2010 - May 2011
Skills
Financial Reporting, Accounting, SAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, EDW, Journal Entries, Microsoft Excel, GAAP, Financial Accounting, Variance Analysis, Accounts Payable, PeopleSoft
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Business Administration, Accounting
Kenston High School 2003 — 2007
High School Diploma, General Studies
Peter G. Kerr Peter G. Kerr's Morgan Stanley Experience September 2010 - July 2013
Job Regional Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2013 - Present
Morgan Stanley September 2010 - July 2013
Ohio State University Football Team February 2008 - January 2010
Skills
Series 7, Series 3, Series 31, Equities, Microsoft Excel
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
OppenheimerFunds August 2013 - Present
Morgan Stanley September 2010 - July 2013
Ohio State University Football Team February 2008 - January 2010
Skills
Series 7, Series 3, Series 31, Equities, Microsoft Excel
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
Jenna Swaim Jenna Swaim's Morgan Stanley Experience 2000 - 2002
Job VP, Head of Human Resources at PeopleFluent
Industry Human Resources
Experience
PeopleFluent September 2014 - Present
Aeris Partners 2014 - 2014
OneBeacon 2002 - 2008
Morgan Stanley 2000 - 2002
Goldman Sachs 1996 - 1999
Skills
Recruiting, Talent Management, Organizational..., Deferred Compensation, Finance, Leadership, Human Resources, Onboarding, Restructuring, Employee Relations, Talent Acquisition, Executive Management, Organizational Design, HRIS
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
Master of Business Administration (MBA)
Yale University 1992 — 1996
Bachelor of Arts (BA), American Studies
PeopleFluent September 2014 - Present
Aeris Partners 2014 - 2014
OneBeacon 2002 - 2008
Morgan Stanley 2000 - 2002
Goldman Sachs 1996 - 1999
Skills
Recruiting, Talent Management, Organizational..., Deferred Compensation, Finance, Leadership, Human Resources, Onboarding, Restructuring, Employee Relations, Talent Acquisition, Executive Management, Organizational Design, HRIS
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
Master of Business Administration (MBA)
Yale University 1992 — 1996
Bachelor of Arts (BA), American Studies
Ali Farah Ali Farah's Morgan Stanley Experience October 2014 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney June 2009 - October 2014
Morgan Stanley Smith Barney September 2008 - June 2009
The Ohio State University Libraries March 2007 - June 2008
Skills
Microsoft Excel, PeopleSoft, Workshop Facilitation, Leadership, Human Resources, PowerPoint, Customer Service, Microsoft Word, Payroll, Process Engineering, Technical Support, Web Site Production, Microsoft Money, File Management, Arabic, Series 7, Strategic Financial..., Series 63, Onboarding, Financial Analysis, Management, Banking
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, International Business
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney June 2009 - October 2014
Morgan Stanley Smith Barney September 2008 - June 2009
The Ohio State University Libraries March 2007 - June 2008
Skills
Microsoft Excel, PeopleSoft, Workshop Facilitation, Leadership, Human Resources, PowerPoint, Customer Service, Microsoft Word, Payroll, Process Engineering, Technical Support, Web Site Production, Microsoft Money, File Management, Arabic, Series 7, Strategic Financial..., Series 63, Onboarding, Financial Analysis, Management, Banking
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, International Business
Deka Aden Deka Aden's Morgan Stanley Experience August 2010 - June 2011
Job Assistant Analyst at Excellent home health care, LLC
Industry Hospital & Health Care
Experience
Excellent home health care, LLC November 2012 - Present
AT&T Mobility September 2011 - May 2013
Morgan Stanley August 2010 - June 2011
JPMorgan Chase April 2009 - April 2010
Abercrombie & Fitch January 2007 - September 2008
Skills
Financial Reporting, Forecasting, Banking, Retail Sales, consultant, Foreclosures, Financial Analysis, Customer Service
Education
The Ohio State University
Bachelor's degree, International Business/Trade/Commerce
Excellent home health care, LLC November 2012 - Present
AT&T Mobility September 2011 - May 2013
Morgan Stanley August 2010 - June 2011
JPMorgan Chase April 2009 - April 2010
Abercrombie & Fitch January 2007 - September 2008
Skills
Financial Reporting, Forecasting, Banking, Retail Sales, consultant, Foreclosures, Financial Analysis, Customer Service
Education
The Ohio State University
Bachelor's degree, International Business/Trade/Commerce
Annie Sidwell Annie Sidwell's Morgan Stanley Experience April 2011 - May 2013
Job Certified Group Fitness Instructor
Industry Health, Wellness and Fitness
Experience
System of Strength March 2015 - Present
Financial Services Firm May 2013 - January 2015
Morgan Stanley April 2011 - May 2013
Ohio State University September 2009 - May 2013
Skills
Microsoft Office, Microsoft Excel, Event Planning, Time Management, Microsoft Word, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business
System of Strength March 2015 - Present
Financial Services Firm May 2013 - January 2015
Morgan Stanley April 2011 - May 2013
Ohio State University September 2009 - May 2013
Skills
Microsoft Office, Microsoft Excel, Event Planning, Time Management, Microsoft Word, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business
Sarah E. Burney Sarah E. Burney's Morgan Stanley Experience January 2005 - June 2007
Job Vice President, J.P.Morgan Private Bank
Industry Banking
Experience
J.P. Morgan June 2010 - Present
J.P. Morgan June 2007 - June 2010
Morgan Stanley January 2005 - June 2007
Education
The Ohio State University 2000 — 2004
J.P. Morgan June 2010 - Present
J.P. Morgan June 2007 - June 2010
Morgan Stanley January 2005 - June 2007
Education
The Ohio State University 2000 — 2004
Hann-Hung Yeh Hann-Hung Yeh's Morgan Stanley Experience September 2013 - Present
Job Knowledge is a never ending pursuit
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley July 2012 - August 2013
Farmers Insurance & Financial Services August 2011 - February 2012
American Showa July 2007 - September 2007
Skills
Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Insurance, Insurance Planning, Insurance Claims, Risk Management, Risk Assessment, Payment Processing, Document Preparation, Document Management, Sales, Sales Presentations, Stock Market, Stock Plan..., Operations Research
Education
The Ohio State University Fisher College of Business 2006 — 2010
B.S.B.A., Accounting, Finance, Economics
Morgan Stanley September 2013 - Present
Morgan Stanley July 2012 - August 2013
Farmers Insurance & Financial Services August 2011 - February 2012
American Showa July 2007 - September 2007
Skills
Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Insurance, Insurance Planning, Insurance Claims, Risk Management, Risk Assessment, Payment Processing, Document Preparation, Document Management, Sales, Sales Presentations, Stock Market, Stock Plan..., Operations Research
Education
The Ohio State University Fisher College of Business 2006 — 2010
B.S.B.A., Accounting, Finance, Economics
Douglas Brunswick Douglas Brunswick's Morgan Stanley Experience January 1999 - January 2000
Job Project Manager/Scrum Master at Southwest Airlines
Industry Information Technology and Services
Experience
Southwest Airlines May 2015 - Present
AT&T March 2014 - April 2015
Fenway Group October 2011 - March 2014
American Airlines October 2011 - March 2014
Clark Consulting August 2008 - July 2011
Charles Schwab January 2000 - June 2008
Morgan Stanley January 1999 - January 2000
IBM Corporation October 1996 - January 1999
Skills
Agile Project Management, CRM, Business Process, Agile Methodologies, Microsoft Office, Integration, Projects, Change Management, Management, Banking, Strategy, Software Documentation, Requirements Gathering, Relationship Management, Customer Service, E-commerce, Situation Analysis, Databases, Business Analysis, Scrum, Vendor Management, MS Project, Software Project..., Program Management, Visio, SDLC, Process Improvement, Analysis, Business Process..., Cross-functional Team..., SharePoint, Team Leadership
Education
University of North Texas 2011 — 2014
Master of Business Administration (M.B.A.), Strategic Management
The Ohio State University Fisher College of Business 1990 — 1995
BSBA, Marketing
Southwest Airlines May 2015 - Present
AT&T March 2014 - April 2015
Fenway Group October 2011 - March 2014
American Airlines October 2011 - March 2014
Clark Consulting August 2008 - July 2011
Charles Schwab January 2000 - June 2008
Morgan Stanley January 1999 - January 2000
IBM Corporation October 1996 - January 1999
Skills
Agile Project Management, CRM, Business Process, Agile Methodologies, Microsoft Office, Integration, Projects, Change Management, Management, Banking, Strategy, Software Documentation, Requirements Gathering, Relationship Management, Customer Service, E-commerce, Situation Analysis, Databases, Business Analysis, Scrum, Vendor Management, MS Project, Software Project..., Program Management, Visio, SDLC, Process Improvement, Analysis, Business Process..., Cross-functional Team..., SharePoint, Team Leadership
Education
University of North Texas 2011 — 2014
Master of Business Administration (M.B.A.), Strategic Management
The Ohio State University Fisher College of Business 1990 — 1995
BSBA, Marketing
Eddie Howard Eddie Howard's Morgan Stanley Experience June 2009 - July 2011
Job Global Strategist at Samsung Global Strategy Group
Industry Management Consulting
Experience
Samsung September 2013 - Present
Liberty Mutual Insurance June 2012 - August 2012
Morgan Stanley June 2009 - July 2011
Morgan Stanley July 2006 - May 2009
Skills
Derivatives, Financial Risk, Valuation, Operational Risk, Financial Modeling, Equities, Business Strategy, Strategic Consulting, Marketing, Asset Management, Performance Metrics, Insurance, Modeling, Market Sizing, SQL, Visual Basic, Competitive Analysis, Budgeting & Forecasting, Cross Channel Marketing, Process Engineering, Risk Management, Project Management, International Market..., Reporting & Analysis, Financial Analysis, Strategy, Emerging Markets, Asian Markets, Management Consulting, Data Analysis, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Vanderbilt University 2002 — 2006
BS, Economics and Engineering Science
Hackley School 1995 — 2002
Samsung September 2013 - Present
Liberty Mutual Insurance June 2012 - August 2012
Morgan Stanley June 2009 - July 2011
Morgan Stanley July 2006 - May 2009
Skills
Derivatives, Financial Risk, Valuation, Operational Risk, Financial Modeling, Equities, Business Strategy, Strategic Consulting, Marketing, Asset Management, Performance Metrics, Insurance, Modeling, Market Sizing, SQL, Visual Basic, Competitive Analysis, Budgeting & Forecasting, Cross Channel Marketing, Process Engineering, Risk Management, Project Management, International Market..., Reporting & Analysis, Financial Analysis, Strategy, Emerging Markets, Asian Markets, Management Consulting, Data Analysis, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Vanderbilt University 2002 — 2006
BS, Economics and Engineering Science
Hackley School 1995 — 2002
Stevie Rinaldo Stevie Rinaldo's Morgan Stanley Experience December 2012 - Present
Job Branch Manager Assistant
Industry Marketing and Advertising
Experience
Morgan Stanley December 2012 - Present
Bay Point Resort March 2011 - October 2011
The Charlotte Knights March 2009 - October 2009
Kannapolis Intimidators - Single A' Affiliate of the Chicago White Sox' March 2008 - September 2008
Navigate Sports Marketing May 2006 - September 2006
Skills
Marketing, Sports Marketing, Social Media Marketing, Event Management, Event Planning, Social Media, Public Relations, Facebook, Sports, Sponsorship, Customer Service, Social Networking, Marketing Communications, Microsoft Word, Microsoft Excel, Advertising, Cool Hunting, Animal Work, Squirrelmail, Jumping, Junk Removal
Education
The Ohio State University 2002 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Morgan Stanley December 2012 - Present
Bay Point Resort March 2011 - October 2011
The Charlotte Knights March 2009 - October 2009
Kannapolis Intimidators - Single A' Affiliate of the Chicago White Sox' March 2008 - September 2008
Navigate Sports Marketing May 2006 - September 2006
Skills
Marketing, Sports Marketing, Social Media Marketing, Event Management, Event Planning, Social Media, Public Relations, Facebook, Sports, Sponsorship, Customer Service, Social Networking, Marketing Communications, Microsoft Word, Microsoft Excel, Advertising, Cool Hunting, Animal Work, Squirrelmail, Jumping, Junk Removal
Education
The Ohio State University 2002 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Jay Henry Jay Henry's Morgan Stanley Experience 1988 - 2003
Job Managing Member at TriGate Capital, LLC
Industry Real Estate
Experience
TriGate Capital, LLC 2007 - Present
JAH Realty, L.P. 2003 - Present
Morgan Stanley 1988 - 2003
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business
Dartmouth College 1984 — 1988
AB, History
Casady School 1974 — 1984
TriGate Capital, LLC 2007 - Present
JAH Realty, L.P. 2003 - Present
Morgan Stanley 1988 - 2003
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business
Dartmouth College 1984 — 1988
AB, History
Casady School 1974 — 1984
Jonathan Michaels Jonathan Michaels's Morgan Stanley Experience June 2003 - March 2004
Job Senior Analyst DCIO at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2015 - Present
Nationwide Financial December 2012 - January 2015
Nationwide Financial August 2010 - December 2012
Nationwide Financial January 2005 - March 2009
Morgan Stanley June 2003 - March 2004
Skills
Mutual Funds, Series 7, Series 66, Asset Management, Variable Annuities, Zephyr Analysis, BrightScope Reporting..., Fi360 Reporting, Relationship Management, RIAs, Investments, Salesforce.com, Asset Allocation, Retirement Planning, Modern Portfolio Theory, Siebel
Education
The Ohio State University 1997 — 2002
BS, Human Ecology - Family Resource Management
Nationwide Financial January 2015 - Present
Nationwide Financial December 2012 - January 2015
Nationwide Financial August 2010 - December 2012
Nationwide Financial January 2005 - March 2009
Morgan Stanley June 2003 - March 2004
Skills
Mutual Funds, Series 7, Series 66, Asset Management, Variable Annuities, Zephyr Analysis, BrightScope Reporting..., Fi360 Reporting, Relationship Management, RIAs, Investments, Salesforce.com, Asset Allocation, Retirement Planning, Modern Portfolio Theory, Siebel
Education
The Ohio State University 1997 — 2002
BS, Human Ecology - Family Resource Management
Justin Nuzum Justin Nuzum's Morgan Stanley Experience June 2010 - Present
Job Registered Associate, Service Review Unit
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
JPMorgan Chase February 2007 - May 2010
United States Marine Corps January 2000 - January 2004
Skills
Securities Lending, English & Spanish..., Management, Quality Assurance, Development Coaching, Analysis, Banking, Leadership, Finance, Financial Advisory, Securities, Financial Services
Education
The Ohio State University 2004 — 2006
Bachelor's degree, Communication and Media Studies
Morgan Stanley June 2010 - Present
JPMorgan Chase February 2007 - May 2010
United States Marine Corps January 2000 - January 2004
Skills
Securities Lending, English & Spanish..., Management, Quality Assurance, Development Coaching, Analysis, Banking, Leadership, Finance, Financial Advisory, Securities, Financial Services
Education
The Ohio State University 2004 — 2006
Bachelor's degree, Communication and Media Studies
Kerry Schwarcz Kerry Schwarcz's Morgan Stanley Experience January 2006 - Present
Job Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2006 - Present
Skills
Asset Management, Wealth Management, Equities, Investments, Derivatives, Portfolio Management, Capital Markets, Financial Services, Trading, Investment Banking, Series 7, Alternative Investments, Mutual Funds, Securities
Education
The Ohio State University 1993 — 1997
Financial Management
The Ohio State University 1993 — 1997
Financial Management
Morgan Stanley January 2006 - Present
Skills
Asset Management, Wealth Management, Equities, Investments, Derivatives, Portfolio Management, Capital Markets, Financial Services, Trading, Investment Banking, Series 7, Alternative Investments, Mutual Funds, Securities
Education
The Ohio State University 1993 — 1997
Financial Management
The Ohio State University 1993 — 1997
Financial Management
Justin Barth Justin Barth's Morgan Stanley Experience June 2015 - August 2015
Job Private Wealth Management Summer Intern at Morgan Stanley
Industry Investment Management
Experience
Bloomberg LP September 2015 - Present
CFA Institute August 2015 - Present
Morgan Stanley June 2015 - August 2015
UBS Wealth Management May 2014 - May 2015
OlyThumbs Ltd. December 2013 - August 2014
Napoli, Bern Ripka, Shkolnik, LLP. May 2013 - July 2013
CrossFit Central LI March 2013 - April 2013
Piquet Lane Pool & Tennis Club April 2010 - July 2012
Piquet Lane Pool & Tennis Club April 2009 - March 2010
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Investments and Securities, Senior
Syosset High School 2008 — 2012
New York State Advanced Regents Diploma, General Studies, 3.7 GPA
Bloomberg LP September 2015 - Present
CFA Institute August 2015 - Present
Morgan Stanley June 2015 - August 2015
UBS Wealth Management May 2014 - May 2015
OlyThumbs Ltd. December 2013 - August 2014
Napoli, Bern Ripka, Shkolnik, LLP. May 2013 - July 2013
CrossFit Central LI March 2013 - April 2013
Piquet Lane Pool & Tennis Club April 2010 - July 2012
Piquet Lane Pool & Tennis Club April 2009 - March 2010
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Investments and Securities, Senior
Syosset High School 2008 — 2012
New York State Advanced Regents Diploma, General Studies, 3.7 GPA
Susan (Patel) Shah Susan (Patel) Shah's Morgan Stanley Experience August 2001 - September 2002
Job FP&A Finance Professional | Founder of Susan Shah Wellness
Industry Health, Wellness and Fitness
Experience
Susan Shah Wellness July 2012 - Present
JPMorgan Chase January 2010 - February 2011
JP Morgan Chase September 2007 - January 2010
JP Morgan Chase May 2005 - August 2007
JP Morgan Chase August 2004 - May 2005
JPMorgan Chase & Co. (BankOne before acquistion) January 2003 - July 2004
Morgan Stanley August 2001 - September 2002
Skills
Financial Analysis, Financial Modeling, Nutritional Counseling, Small Business, Wellness Coaching, Budgets, Budget Process, Public Speaking, Customer Service, Leadership, Holistic Health, Lifestyle, Healthcare, Analysis, Finance, Entrepreneurship, Diet Planning, Exercise Design
Education
The Ohio State University 1996 — 2001
Bachelor of Science, Finance
Institute for Integrative Nutrition 2010 — 2012
Certified Health Counselor, Health & Wellness
UCLA
Anatomy & Physiology
Susan Shah Wellness July 2012 - Present
JPMorgan Chase January 2010 - February 2011
JP Morgan Chase September 2007 - January 2010
JP Morgan Chase May 2005 - August 2007
JP Morgan Chase August 2004 - May 2005
JPMorgan Chase & Co. (BankOne before acquistion) January 2003 - July 2004
Morgan Stanley August 2001 - September 2002
Skills
Financial Analysis, Financial Modeling, Nutritional Counseling, Small Business, Wellness Coaching, Budgets, Budget Process, Public Speaking, Customer Service, Leadership, Holistic Health, Lifestyle, Healthcare, Analysis, Finance, Entrepreneurship, Diet Planning, Exercise Design
Education
The Ohio State University 1996 — 2001
Bachelor of Science, Finance
Institute for Integrative Nutrition 2010 — 2012
Certified Health Counselor, Health & Wellness
UCLA
Anatomy & Physiology
Justin Stein's Morgan Stanley Experience February 2011 - June 2012
Job J.D. Candidate 2017
Industry Legal Services
Experience
Baker & McKenzie June 2015 - Present
Sarnova June 2012 - May 2014
Morgan Stanley February 2011 - June 2012
L Brands June 2008 - August 2008
Education
USC Gould School of Law 2015 — 2017
Juris Doctor (J.D.), Law
University of San Francisco School of Law 2014 — 2015
Juris Doctor (J.D.)
The Ohio State University 2006 — 2010
Bachelor's Degree, Biology, General
The Ohio State University Fisher College of Business 2006 — 2010
Bachelor's Degree, Finance, General
Baker & McKenzie June 2015 - Present
Sarnova June 2012 - May 2014
Morgan Stanley February 2011 - June 2012
L Brands June 2008 - August 2008
Education
USC Gould School of Law 2015 — 2017
Juris Doctor (J.D.), Law
University of San Francisco School of Law 2014 — 2015
Juris Doctor (J.D.)
The Ohio State University 2006 — 2010
Bachelor's Degree, Biology, General
The Ohio State University Fisher College of Business 2006 — 2010
Bachelor's Degree, Finance, General
Denise Tawrosza's Morgan Stanley Experience January 2015 - Present
Job Section Manager | Banking & Lending Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley September 2014 - January 2015
Morgan Stanley Wealth Management December 2013 - September 2014
Morgan Stanley Wealth Management June 2012 - December 2013
JP Morgan Chase 2007 - 2010
Skills
Banking, Financial Services, Leadership Development..., Customer Service, Employee Training, Management, Training, Financial Analysis, Credit, Finance, Loans, Securities Based Lending, Portfolio Management
Education
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Pharmaceutical Sciences
GCHS
Morgan Stanley January 2015 - Present
Morgan Stanley September 2014 - January 2015
Morgan Stanley Wealth Management December 2013 - September 2014
Morgan Stanley Wealth Management June 2012 - December 2013
JP Morgan Chase 2007 - 2010
Skills
Banking, Financial Services, Leadership Development..., Customer Service, Employee Training, Management, Training, Financial Analysis, Credit, Finance, Loans, Securities Based Lending, Portfolio Management
Education
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Pharmaceutical Sciences
GCHS
Yerim Kim Yerim Kim's Morgan Stanley Experience May 2014 - Present
Job Audit Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Stroz Friedberg June 2012 - May 2014
ConocoPhillips October 2010 - May 2012
PricewaterhouseCoopers September 2009 - September 2010
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master's degree, Accounting
University of Arkansas 2004 — 2008
Bachelor of Science (B.S.), Accounting
Morgan Stanley May 2014 - Present
Stroz Friedberg June 2012 - May 2014
ConocoPhillips October 2010 - May 2012
PricewaterhouseCoopers September 2009 - September 2010
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master's degree, Accounting
University of Arkansas 2004 — 2008
Bachelor of Science (B.S.), Accounting
Dominic Palmisano, Jr.'s Morgan Stanley Experience June 2011 - September 2011
Job Wealth Planning Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS June 2013 - Present
Huntington National Bank June 2012 - September 2012
Morgan Stanley June 2011 - September 2011
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.0
Elder High School 2005 — 2009
Diploma
UBS June 2013 - Present
Huntington National Bank June 2012 - September 2012
Morgan Stanley June 2011 - September 2011
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.0
Elder High School 2005 — 2009
Diploma
Timothy Bartolett's Morgan Stanley Experience September 2012 - May 2015
Job At UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Morgan Stanley September 2012 - May 2015
Skills
Asset Allocation, Investments, Equities, Fixed Income, Portfolio Management, Alternative Investments, Syndicate, Wealth Management, Municipal Bonds, Bond Markets, High Net Worth..., Nonprofits
Education
The Ohio State University 2007 — 2012
BS, Finance
UBS May 2015 - Present
Morgan Stanley September 2012 - May 2015
Skills
Asset Allocation, Investments, Equities, Fixed Income, Portfolio Management, Alternative Investments, Syndicate, Wealth Management, Municipal Bonds, Bond Markets, High Net Worth..., Nonprofits
Education
The Ohio State University 2007 — 2012
BS, Finance
Kevin Sabo, MBA's Morgan Stanley Experience October 2014 - December 2014
Job Claims Adjuster
Industry Financial Services
Experience
Nationwide Insurance July 2015 - Present
Fifth Third Bank April 2015 - May 2015
Morgan Stanley October 2014 - December 2014
Morgan Stanley January 2014 - October 2014
Progressive Insurance September 2012 - June 2013
Nissan North America October 2010 - September 2012
Skills
Microsoft Excel, Stata, Microsoft Word, Microsoft Office, Salesforce.com, Kronos, Citrix Metaframe, Bluezone, Oracle Reports, IRIS, Empower, OneSite, Entrepreneurship, Insurance, NICE, Analysis
Education
Franklin University
Master of Business Administration (MBA)
The Ohio State University
Bachelor of Arts (B.A.), Economics
Nationwide Insurance July 2015 - Present
Fifth Third Bank April 2015 - May 2015
Morgan Stanley October 2014 - December 2014
Morgan Stanley January 2014 - October 2014
Progressive Insurance September 2012 - June 2013
Nissan North America October 2010 - September 2012
Skills
Microsoft Excel, Stata, Microsoft Word, Microsoft Office, Salesforce.com, Kronos, Citrix Metaframe, Bluezone, Oracle Reports, IRIS, Empower, OneSite, Entrepreneurship, Insurance, NICE, Analysis
Education
Franklin University
Master of Business Administration (MBA)
The Ohio State University
Bachelor of Arts (B.A.), Economics
Matthew Sweet Matthew Sweet's Morgan Stanley Experience February 2014 - April 2015
Job Investment Banking Analyst at MelCap Partners, LLC
Industry Financial Services
Experience
MelCap Partners, LLC May 2015 - Present
Adventis CG September 2014 - May 2015
Morgan Stanley February 2014 - April 2015
MelCap Partners, LLC December 2014 - January 2015
Sweet Lawns Inc. May 2011 - August 2013
Skills
Analytic Problem Solving, Critical Thinking, Team-oriented, Close Attention to..., Highly detail oriented, Interpersonal..., Oral & Written..., Collaborative Problem..., Highly motivated..., Client Orientation, Detail Oriented, Problem Solving, Results Driven, Analytics, Analytical Skills, Result Oriented, Leadership, Time Management, GAAP, Bloomberg Terminal, Public Speaking, Bloomberg, Teamwork, Interpersonal..., Communication, Microsoft Office, Finance, PowerPoint, Management, Financial Modeling, Valuation, Microsoft Excel, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
BSBA, Finance and Investments
Walsh Jesuit High School 2008 — 2011
MelCap Partners, LLC May 2015 - Present
Adventis CG September 2014 - May 2015
Morgan Stanley February 2014 - April 2015
MelCap Partners, LLC December 2014 - January 2015
Sweet Lawns Inc. May 2011 - August 2013
Skills
Analytic Problem Solving, Critical Thinking, Team-oriented, Close Attention to..., Highly detail oriented, Interpersonal..., Oral & Written..., Collaborative Problem..., Highly motivated..., Client Orientation, Detail Oriented, Problem Solving, Results Driven, Analytics, Analytical Skills, Result Oriented, Leadership, Time Management, GAAP, Bloomberg Terminal, Public Speaking, Bloomberg, Teamwork, Interpersonal..., Communication, Microsoft Office, Finance, PowerPoint, Management, Financial Modeling, Valuation, Microsoft Excel, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
BSBA, Finance and Investments
Walsh Jesuit High School 2008 — 2011
Steve Shadeed, MBA, CFP® Steve Shadeed, MBA, CFP®'s Morgan Stanley Experience 2006 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC 2010 - Present
Morgan Stanley 2006 - 2010
Advest, Inc. 2003 - 2005
Prudential Financial 2002 - 2003
Skills
Finance, Strategic Financial..., Portfolio Management, Investments, Management, Analysis, Cross-functional Team..., Retirement Planning, CRM, Training, Sales, Asset Allocation, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Master of Business Administration, Strategy and Leadership
The Ohio State University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Marketing
Bucyrus High School 1993 — 1997
Raymond James Financial Services, Inc. Member FINRA/SIPC 2010 - Present
Morgan Stanley 2006 - 2010
Advest, Inc. 2003 - 2005
Prudential Financial 2002 - 2003
Skills
Finance, Strategic Financial..., Portfolio Management, Investments, Management, Analysis, Cross-functional Team..., Retirement Planning, CRM, Training, Sales, Asset Allocation, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Master of Business Administration, Strategy and Leadership
The Ohio State University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Marketing
Bucyrus High School 1993 — 1997
Alexander Kaplan Alexander Kaplan's Morgan Stanley Experience June 2013 - August 2013
Job Investment Banking Analyst (TMT) at Lazard
Industry Financial Services
Experience
Lazard June 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Stone & Youngberg May 2011 - August 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Financial Modeling, Valuation
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), History
University of Oxford
Philosophy, Politics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth
The Branson School 2006 — 2010
Lazard June 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Stone & Youngberg May 2011 - August 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Financial Modeling, Valuation
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), History
University of Oxford
Philosophy, Politics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth
The Branson School 2006 — 2010
Michael Codding Michael Codding's Morgan Stanley Experience August 2011 - July 2012
Job Actuarial Technician at State Auto Insurance
Industry Insurance
Experience
State Auto Insurance July 2015 - Present
Morgan Stanley Wealth Management April 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - April 2014
Morgan Stanley August 2011 - July 2012
Skills
Mutual Funds, Financial Analysis, Banking, Investments, Retirement Planning, Access, Actuarial Science, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Financial Services, Risk Management, Finance, Analysis, Data Analysis
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Actuarial Science
State Auto Insurance July 2015 - Present
Morgan Stanley Wealth Management April 2014 - June 2015
Morgan Stanley Wealth Management July 2012 - April 2014
Morgan Stanley August 2011 - July 2012
Skills
Mutual Funds, Financial Analysis, Banking, Investments, Retirement Planning, Access, Actuarial Science, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Financial Services, Risk Management, Finance, Analysis, Data Analysis
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Actuarial Science
Adam Waltz, CFA Adam Waltz, CFA's Morgan Stanley Experience July 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2011 - Present
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
The Ohio State University 1999 — 2003
BSBA
Morgan Stanley July 2011 - Present
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
The Ohio State University 1999 — 2003
BSBA
Farren Barnes Farren Barnes's Morgan Stanley Experience March 2011 - July 2011
Job Branch Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - July 2014
Morgan Stanley March 2011 - July 2011
Safelite AutoGlass June 2008 - March 2011
Skills
Customer Service, Microsoft Office, Risk Management, Strategic Planning, Project Management, Business Strategy, Microsoft Excel, Banking, Microsoft Word, PowerPoint, Process Improvement, Adobe Creative Suite, HTML, Leadership
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Strategic Communication
University of Cincinnati 2006 — 2007
Morgan Stanley Wealth Management July 2011 - July 2014
Morgan Stanley March 2011 - July 2011
Safelite AutoGlass June 2008 - March 2011
Skills
Customer Service, Microsoft Office, Risk Management, Strategic Planning, Project Management, Business Strategy, Microsoft Excel, Banking, Microsoft Word, PowerPoint, Process Improvement, Adobe Creative Suite, HTML, Leadership
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Strategic Communication
University of Cincinnati 2006 — 2007
Megan H. Ledyard Megan H. Ledyard's Morgan Stanley Experience August 2013 - Present
Job Associate, Investment Banking, Consumer Retail Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Citi June 2012 - August 2012
International Paper September 2004 - May 2012
International Paper September 2004 - May 2012
Skills
Valuation, Due Diligence, Mergers, Strategy, Forecasting, Acquisition Integration, Finance, Investments, Leadership, Analysis, Financial Modeling, Corporate Development, Acquisitions, Banking, Corporate Finance, Process Improvement, Financial Reporting, Mergers & Acquisitions, Business Strategy, Equities, Investment Banking, Pricing, General Awesomeness
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance and Economics
The Ohio State University - The Max M. Fisher College of Business 1999 — 2004
BSBA, Accounting
Solon High School
Morgan Stanley August 2013 - Present
Citi June 2012 - August 2012
International Paper September 2004 - May 2012
International Paper September 2004 - May 2012
Skills
Valuation, Due Diligence, Mergers, Strategy, Forecasting, Acquisition Integration, Finance, Investments, Leadership, Analysis, Financial Modeling, Corporate Development, Acquisitions, Banking, Corporate Finance, Process Improvement, Financial Reporting, Mergers & Acquisitions, Business Strategy, Equities, Investment Banking, Pricing, General Awesomeness
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance and Economics
The Ohio State University - The Max M. Fisher College of Business 1999 — 2004
BSBA, Accounting
Solon High School
Richard Wu Richard Wu's Morgan Stanley Experience November 2010 - April 2013
Job Manager, Hedge/Private Equity Fund Investor Relations at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp April 2013 - Present
Morgan Stanley November 2010 - April 2013
JPMorganChase August 1999 - May 2010
Skills
Hedge Funds, Alternative Investments, Series 24, Fixed Income, Hedging, Equities, Mutual Funds, Series 7, Investments, Capital Markets
Education
The Ohio State University
BA
SS&C GlobeOp April 2013 - Present
Morgan Stanley November 2010 - April 2013
JPMorganChase August 1999 - May 2010
Skills
Hedge Funds, Alternative Investments, Series 24, Fixed Income, Hedging, Equities, Mutual Funds, Series 7, Investments, Capital Markets
Education
The Ohio State University
BA
Thomas Kaeding's Morgan Stanley Experience November 2012 - April 2013
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley November 2012 - April 2013
Milliron Auto Parts June 2012 - August 2012
Education
The Ohio State University Fisher College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley November 2012 - April 2013
Milliron Auto Parts June 2012 - August 2012
Education
The Ohio State University Fisher College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Michael Smail's Morgan Stanley Experience September 2012 - September 2013
Job Fixed Income Trader at Traditum Group
Industry Capital Markets
Experience
Traditum Group October 2014 - Present
Traditum Group March 2014 - December 2014
Morgan Stanley September 2012 - September 2013
Smail Associates, Inc. 2009 - 2012
Northwestern Mutual June 2011 - December 2011
Skills
Finance, Securities, Fixed Income, Electronic Trading, Prime Brokerage, Commercial Real Estate, Analysis, Sales, Marketing, Logo Design, Insurance, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Industrial Design
DeMatha Catholic High School 2004 — 2008
Traditum Group October 2014 - Present
Traditum Group March 2014 - December 2014
Morgan Stanley September 2012 - September 2013
Smail Associates, Inc. 2009 - 2012
Northwestern Mutual June 2011 - December 2011
Skills
Finance, Securities, Fixed Income, Electronic Trading, Prime Brokerage, Commercial Real Estate, Analysis, Sales, Marketing, Logo Design, Insurance, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Industrial Design
DeMatha Catholic High School 2004 — 2008
Amy Stanowick's Morgan Stanley Experience May 2011 - June 2011
Job Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
L Brands June 2014 - August 2014
Mitchell's Homemade July 2009 - August 2013
Morgan Stanley May 2011 - June 2011
Skills
Spanish, Customer Service, Microsoft Excel, Access, PowerPoint, Leadership, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance, Minors: Spanish, Fashion & Retail Studies
Universitat Pompeu Fabra - Barcelona, Spain
Spanish Language Education Abroad Program
Solon High School 2007 — 2011
JPMorgan Chase & Co. August 2015 - Present
L Brands June 2014 - August 2014
Mitchell's Homemade July 2009 - August 2013
Morgan Stanley May 2011 - June 2011
Skills
Spanish, Customer Service, Microsoft Excel, Access, PowerPoint, Leadership, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance, Minors: Spanish, Fashion & Retail Studies
Universitat Pompeu Fabra - Barcelona, Spain
Spanish Language Education Abroad Program
Solon High School 2007 — 2011
Charlie Hess's Morgan Stanley Experience March 2014 - December 2014
Job Financial Planner at Skylight Financial Group
Industry Accounting
Experience
Skylight Financial Group June 2015 - Present
Morgan Stanley March 2014 - December 2014
VeriPulse LLC September 2012 - January 2013
Student painters November 2011 - October 2012
Skills
Leadership, Microsoft Office, Customer Satisfaction, Time Management, Customer Service, Sales, Management, Team Building, Marketing, Sales Process, Cold Calling, Leadership Development, Employee Management, Inventory Management
Education
The Ohio State University Fisher College of Business 2011 — 2015
B.S.B.A, Accounting
Columbus Academy
Columbus Academy
Upper Arlington High School
Skylight Financial Group June 2015 - Present
Morgan Stanley March 2014 - December 2014
VeriPulse LLC September 2012 - January 2013
Student painters November 2011 - October 2012
Skills
Leadership, Microsoft Office, Customer Satisfaction, Time Management, Customer Service, Sales, Management, Team Building, Marketing, Sales Process, Cold Calling, Leadership Development, Employee Management, Inventory Management
Education
The Ohio State University Fisher College of Business 2011 — 2015
B.S.B.A, Accounting
Columbus Academy
Columbus Academy
Upper Arlington High School
Jeff Harp Jeff Harp's Morgan Stanley Experience June 2004 - June 2005
Job Sales Representative at H. D. Smith
Industry Wholesale
Experience
H. D. Smith December 2010 - Present
Essentail Medical Supply June 2005 - December 2010
Morgan Stanley June 2004 - June 2005
Skills
Account Management, Cold Calling, Forecasting, Sales, Sales Force Development, Sales Management, Sales Operations, Sales Presentations, Selling
Education
The Ohio State University 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
The Ohio State University 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
H. D. Smith December 2010 - Present
Essentail Medical Supply June 2005 - December 2010
Morgan Stanley June 2004 - June 2005
Skills
Account Management, Cold Calling, Forecasting, Sales, Sales Force Development, Sales Management, Sales Operations, Sales Presentations, Selling
Education
The Ohio State University 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
The Ohio State University 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Guadalupe De La Cruz Guadalupe De La Cruz's Morgan Stanley Experience May 2011 - May 2013
Job Ballast Point Finance
Industry Consumer Goods
Experience
Ballast Point Brewing & Spirits July 2015 - Present
AECOM January 2015 - July 2015
AECOM June 2013 - December 2014
Morgan Stanley May 2011 - May 2013
Scripps College August 2009 - May 2011
Skills
Financial Modeling, Public Equity Offerings, Mergers & Acquisitions, Debt & Equity Financing, Restaurants, Consumer Goods, Retail, Investment Banking, Comparable Analysis, Regression Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation
Education
Scripps College 2007 — 2011
Bachelor of Arts, Economics
Ballast Point Brewing & Spirits July 2015 - Present
AECOM January 2015 - July 2015
AECOM June 2013 - December 2014
Morgan Stanley May 2011 - May 2013
Scripps College August 2009 - May 2011
Skills
Financial Modeling, Public Equity Offerings, Mergers & Acquisitions, Debt & Equity Financing, Restaurants, Consumer Goods, Retail, Investment Banking, Comparable Analysis, Regression Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation
Education
Scripps College 2007 — 2011
Bachelor of Arts, Economics
Ben Magnano's Morgan Stanley Experience August 1999 - July 2002
Job General Partner at Frazier Healthcare
Industry Venture Capital & Private Equity
Experience
Frazier Healthcare August 2006 - Present
Morgan Stanley Investment Management August 2002 - July 2004
Morgan Stanley August 1999 - July 2002
Skills
Healthcare, Start-ups, Investment Banking, Private Equity, Venture Capital, Growth Capital, Due Diligence, Mergers & Acquisitions, Buyouts, Corporate Development, Financial Modeling, Valuation, LBO, M, Private Placements, Corporate Finance, Equities, Financial Analysis, Investments, Strategic Planning
Education
Tuck School of Business at Dartmouth 2004 — 2006
Master of Business Administration (MBA)
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Frazier Healthcare August 2006 - Present
Morgan Stanley Investment Management August 2002 - July 2004
Morgan Stanley August 1999 - July 2002
Skills
Healthcare, Start-ups, Investment Banking, Private Equity, Venture Capital, Growth Capital, Due Diligence, Mergers & Acquisitions, Buyouts, Corporate Development, Financial Modeling, Valuation, LBO, M, Private Placements, Corporate Finance, Equities, Financial Analysis, Investments, Strategic Planning
Education
Tuck School of Business at Dartmouth 2004 — 2006
Master of Business Administration (MBA)
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Catherine Willingham's Morgan Stanley Experience October 2006 - June 2008
Job Purchasing Officer at Web Devices
Industry Consumer Goods
Experience
Web Devices March 2010 - Present
KKR June 2008 - February 2010
Morgan Stanley October 2006 - June 2008
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (B.A.), Criminology and Psychology
St. Ursula Acadamy
Web Devices March 2010 - Present
KKR June 2008 - February 2010
Morgan Stanley October 2006 - June 2008
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (B.A.), Criminology and Psychology
St. Ursula Acadamy
Guillermo Jasson Guillermo Jasson's Morgan Stanley Experience September 1997 - January 2009
Job Managing Partner at Cross Fields Capital LLC
Industry Financial Services
Experience
Kraft Foods March 2011 - Present
Cross Fields Capital LLC January 2009 - Present
Woodrow Wilson International Center for Scholars June 2007 - Present
Smithsonian Institution May 2006 - Present
Tuck School of Business at Dartmouth College April 2006 - Present
Morgan Stanley September 1997 - January 2009
McKinsey & Company September 1990 - August 1997
BGH May 1985 - July 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
University of Buenos Aires 1980 — 1985
Industrial Engineer
Kraft Foods March 2011 - Present
Cross Fields Capital LLC January 2009 - Present
Woodrow Wilson International Center for Scholars June 2007 - Present
Smithsonian Institution May 2006 - Present
Tuck School of Business at Dartmouth College April 2006 - Present
Morgan Stanley September 1997 - January 2009
McKinsey & Company September 1990 - August 1997
BGH May 1985 - July 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
University of Buenos Aires 1980 — 1985
Industrial Engineer
Eric Tolle's Morgan Stanley Experience May 2000 - September 2001
Job Business operations manager
Industry Investment Management
Experience
GFS Private Wealth, LLC January 2013 - Present
University of South Florida June 2010 - August 2012
JPMorgan Chase June 2002 - June 2010
Morgan Stanley May 2000 - September 2001
Skills
Financial Analysis, CRM, Banking, Portfolio Management, Financial Modeling, Investments, Finance, Series 7, Risk Management, Corporate Finance, Data Analysis, Strategic Financial..., Leadership, Analysis, Financial Services, Strategic Planning, Management, Microsoft Office, Customer Service, Wealth Management, Marketing, Microsoft Excel, Process Improvement, Training, Team Building, Project Management, Strategy, Financial Planning, Public Speaking, New Business Development, PowerPoint, Business Analysis, Research, Team Leadership
Education
University of South Florida 2011 — 2012
Master of Business Administration (MBA), Finance, General
The Ohio State University 1995 — 2000
Bachelor of Science in Business Administration (BSBA), Finance
GFS Private Wealth, LLC January 2013 - Present
University of South Florida June 2010 - August 2012
JPMorgan Chase June 2002 - June 2010
Morgan Stanley May 2000 - September 2001
Skills
Financial Analysis, CRM, Banking, Portfolio Management, Financial Modeling, Investments, Finance, Series 7, Risk Management, Corporate Finance, Data Analysis, Strategic Financial..., Leadership, Analysis, Financial Services, Strategic Planning, Management, Microsoft Office, Customer Service, Wealth Management, Marketing, Microsoft Excel, Process Improvement, Training, Team Building, Project Management, Strategy, Financial Planning, Public Speaking, New Business Development, PowerPoint, Business Analysis, Research, Team Leadership
Education
University of South Florida 2011 — 2012
Master of Business Administration (MBA), Finance, General
The Ohio State University 1995 — 2000
Bachelor of Science in Business Administration (BSBA), Finance
Doug Kinsey, CFP, AIFA, CIMA Doug Kinsey, CFP, AIFA, CIMA's Morgan Stanley Experience February 2000 - May 2003
Job Partner at Artifex Financial Group, LLC
Industry Financial Services
Experience
Artifex Financial Group, LLC March 2007 - Present
Fifth Third Bank June 2003 - March 2007
Morgan Stanley February 2000 - May 2003
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory, Asset Allocation, Estate Planning, Strategic Financial..., Series 7, Portfolio Management, Asset Managment, Securities, Alternative Investments, Mutual Funds, Financial Advisory, Retirement, Investment Strategies, Investment Management, Series 63, Equities, 401k, Wealth Management..., Financial Planners, High Net Worth..., Wealth, Finance, ETFs, IRAs, Pensions, Financial Services, Personal Finance, Asset Management, Personal Financial..., Retirement Plan..., Funding, Fixed Income, Options, Certified Financial...
Education
The University of Chicago Booth School of Business 2014 — 2015
Certified Investment Management Analyst, Investment Management Education Program
The Ohio State University 1979 — 1983
Bachelor of Arts, Political Science
Artifex Financial Group, LLC March 2007 - Present
Fifth Third Bank June 2003 - March 2007
Morgan Stanley February 2000 - May 2003
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory, Asset Allocation, Estate Planning, Strategic Financial..., Series 7, Portfolio Management, Asset Managment, Securities, Alternative Investments, Mutual Funds, Financial Advisory, Retirement, Investment Strategies, Investment Management, Series 63, Equities, 401k, Wealth Management..., Financial Planners, High Net Worth..., Wealth, Finance, ETFs, IRAs, Pensions, Financial Services, Personal Finance, Asset Management, Personal Financial..., Retirement Plan..., Funding, Fixed Income, Options, Certified Financial...
Education
The University of Chicago Booth School of Business 2014 — 2015
Certified Investment Management Analyst, Investment Management Education Program
The Ohio State University 1979 — 1983
Bachelor of Arts, Political Science
Derek Moenter's Morgan Stanley Experience May 2014 - Present
Job Service Review Unit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Smith Barney September 2012 - May 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, PowerPoint, Banking, Strategic Financial..., Microsoft Word, Project Management, Strategic Planning, Risk Management, Investments, Business Analysis, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley May 2014 - Present
Morgan Stanley Smith Barney September 2012 - May 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, PowerPoint, Banking, Strategic Financial..., Microsoft Word, Project Management, Strategic Planning, Risk Management, Investments, Business Analysis, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
David Stevenson's Morgan Stanley Experience 2001 - 2007
Job Vice President (M&A) at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Nandini Amin's Morgan Stanley Experience June 2003 - August 2003
Job
Industry Real Estate
Experience
Jones Lang LaSalle September 2010 - Present
US Bank February 2008 - September 2010
Arizona Federal Credit Union March 2006 - February 2008
Fifth Third Bank January 2004 - December 2005
Fifth Third Bank January 2004 - December 2005
Morgan Stanley June 2003 - August 2003
Skills
Recruitment/Retention, Thought Leadership, Strategic Thinking, Banking, Human Resources, Talent Management, Marketing
Education
The Ohio State University Fisher College of Business 1999 — 2003
BSBA, Marketing
Jones Lang LaSalle September 2010 - Present
US Bank February 2008 - September 2010
Arizona Federal Credit Union March 2006 - February 2008
Fifth Third Bank January 2004 - December 2005
Fifth Third Bank January 2004 - December 2005
Morgan Stanley June 2003 - August 2003
Skills
Recruitment/Retention, Thought Leadership, Strategic Thinking, Banking, Human Resources, Talent Management, Marketing
Education
The Ohio State University Fisher College of Business 1999 — 2003
BSBA, Marketing
Nicole Eppley's Morgan Stanley Experience December 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Morgan Stanley December 2004 - Present
Merrill Lynch December 2004 - 2008
Education
The Ohio State University Fisher College of Business 2000 — 2004
Morgan Stanley December 2004 - Present
Merrill Lynch December 2004 - 2008
Education
The Ohio State University Fisher College of Business 2000 — 2004
Richard K Cobbinah's Morgan Stanley Experience September 2007 - January 2013
Job Senior Solutions Architect at Aspera
Industry Information Technology and Services
Experience
Aspera September 2014 - Present
American International Group April 2013 - April 2014
Morgan Stanley September 2007 - January 2013
MetLife October 2006 - June 2007
Siemens December 2003 - October 2006
Ei3 Corporation March 2005 - May 2006
National Football League October 2002 - May 2003
Tiffany & Co. February 2002 - October 2002
Datek Financial Services July 1999 - August 2001
Skills
IT Asset Management, Software Asset..., Business Analysis, Web Design, Asset Management, Tivoli, SCCM, Peregrine, Remedy, IT Service Management, Vendor Management, IT Procurement, Asset Managment, BigFix, ServiceNow, BMC Remedy, Service-Now
Education
Metro-Wide Technical Institute 1999 — 2001
Certificate, A+, MCSE, Networking+, CCNA, CCNP
The Ohio State University 1995 — 2001
Industrial Engineering
Aspera September 2014 - Present
American International Group April 2013 - April 2014
Morgan Stanley September 2007 - January 2013
MetLife October 2006 - June 2007
Siemens December 2003 - October 2006
Ei3 Corporation March 2005 - May 2006
National Football League October 2002 - May 2003
Tiffany & Co. February 2002 - October 2002
Datek Financial Services July 1999 - August 2001
Skills
IT Asset Management, Software Asset..., Business Analysis, Web Design, Asset Management, Tivoli, SCCM, Peregrine, Remedy, IT Service Management, Vendor Management, IT Procurement, Asset Managment, BigFix, ServiceNow, BMC Remedy, Service-Now
Education
Metro-Wide Technical Institute 1999 — 2001
Certificate, A+, MCSE, Networking+, CCNA, CCNP
The Ohio State University 1995 — 2001
Industrial Engineering
Donny Chang, CFA's Morgan Stanley Experience October 2001 - June 2003
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank August 2007 - Present
UBS Investment Bank June 2006 - August 2006
Morgan Stanley October 2001 - June 2003
Skills
Valuation, Financial Engineering, Fixed Income Analysis, Asset Allocation, Bloomberg, Fixed Income, Quantitative Finance, Derivatives, Equities, Investment Banking, Capital Markets, Foreign Exchange, Hedge Funds, Structured Products
Education
University of Michigan 2003 — 2007
MSE, Financial Engineering
The Ohio State University - The Max M. Fisher College of Business 1998 — 2003
BSBA, Finance and Accounting
UBS Investment Bank August 2007 - Present
UBS Investment Bank June 2006 - August 2006
Morgan Stanley October 2001 - June 2003
Skills
Valuation, Financial Engineering, Fixed Income Analysis, Asset Allocation, Bloomberg, Fixed Income, Quantitative Finance, Derivatives, Equities, Investment Banking, Capital Markets, Foreign Exchange, Hedge Funds, Structured Products
Education
University of Michigan 2003 — 2007
MSE, Financial Engineering
The Ohio State University - The Max M. Fisher College of Business 1998 — 2003
BSBA, Finance and Accounting
Shawn Masterson's Morgan Stanley Experience January 2001 - April 2002
Job VP, Portfolio Manager at US Bank
Industry Banking
Experience
US Bank August 2008 - Present
Bank of America July 2002 - August 2008
Morgan Stanley January 2001 - April 2002
Skills
Credit Analysis, Loans, Non-profits, Banking, Credit, Marketing, Portfolio Management, Commercial Lending, Negotiation, Investments, Asset Based Lending, Financial Analysis, Commercial Banking, Treasury Management, Small Business Lending, Nonprofits, Management, Finance
Education
The Ohio State University Fisher College of Business 2007 — 2008
MBA
University of Dayton 1999 — 2002
B.S., Economics
US Bank August 2008 - Present
Bank of America July 2002 - August 2008
Morgan Stanley January 2001 - April 2002
Skills
Credit Analysis, Loans, Non-profits, Banking, Credit, Marketing, Portfolio Management, Commercial Lending, Negotiation, Investments, Asset Based Lending, Financial Analysis, Commercial Banking, Treasury Management, Small Business Lending, Nonprofits, Management, Finance
Education
The Ohio State University Fisher College of Business 2007 — 2008
MBA
University of Dayton 1999 — 2002
B.S., Economics
Barry Blake's Morgan Stanley Experience 1997 - 2000
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
McKibben, Molly's Morgan Stanley Experience July 2005 - May 2006
Job Senior Internal Relationship Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
LPL June 2006 - January 2013
Morgan Stanley July 2005 - May 2006
Skills
Series 7, Accounting, Microsoft Word, Mutual Funds, Series 63, FINRA, Business Development, Coaching, New Business Development, Account Management, Series 24, Marketing Strategy, Investment Advisory, Alternative Investments, Investments, Asset Allocation
Education
The Ohio State University 1997 — 2001
Bachelor's degree, Communication and Media Studies
The Ohio State University 1997 — 2001
LPL Financial January 2013 - Present
LPL June 2006 - January 2013
Morgan Stanley July 2005 - May 2006
Skills
Series 7, Accounting, Microsoft Word, Mutual Funds, Series 63, FINRA, Business Development, Coaching, New Business Development, Account Management, Series 24, Marketing Strategy, Investment Advisory, Alternative Investments, Investments, Asset Allocation
Education
The Ohio State University 1997 — 2001
Bachelor's degree, Communication and Media Studies
The Ohio State University 1997 — 2001
Erin McCourt's Morgan Stanley Experience September 2008 - Present
Job Executive Director, Operations, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Lehman Brothers September 2000 - September 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
The Ohio State University 1996 — 2000
BA, English
Morgan Stanley September 2008 - Present
Lehman Brothers September 2000 - September 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
The Ohio State University 1996 — 2000
BA, English
Robert Tweardy's Morgan Stanley Experience August 1994 - January 1997
Job Vice President, National Account Manager at Essent Guaranty, Inc.
Industry Financial Services
Experience
Essent Guaranty, Inc. March 2010 - Present
Fannie Mae January 2006 - March 2010
Fannie Mae March 1998 - January 2006
HSBC Capital Markets March 1997 - January 1998
Morgan Stanley August 1994 - January 1997
Morgan Stanley April 1992 - August 1994
Independence One Mortgage Corporation August 1987 - March 1992
Skills
Capital Markets, Consultative Selling, Mortgage, Mortgage Lending, Fixed Income, Residential Mortgages, Financial Risk, Loans, Selling, Management, Credit, Mortgage Banking, Portfolio Management, Financial Modeling, Structured Finance, Securities, Risk Management
Education
The Ohio State University Fisher College of Business 1982 — 1986
BSBA, Finance
Essent Guaranty, Inc. March 2010 - Present
Fannie Mae January 2006 - March 2010
Fannie Mae March 1998 - January 2006
HSBC Capital Markets March 1997 - January 1998
Morgan Stanley August 1994 - January 1997
Morgan Stanley April 1992 - August 1994
Independence One Mortgage Corporation August 1987 - March 1992
Skills
Capital Markets, Consultative Selling, Mortgage, Mortgage Lending, Fixed Income, Residential Mortgages, Financial Risk, Loans, Selling, Management, Credit, Mortgage Banking, Portfolio Management, Financial Modeling, Structured Finance, Securities, Risk Management
Education
The Ohio State University Fisher College of Business 1982 — 1986
BSBA, Finance
howard burnett's Morgan Stanley Experience May 1994 - Present
Job vice president at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 1994 - Present
Morgan Stanley May 1994 - Present
Skills
Series 7, Securities, Retirement Planning, Risk Management, Fixed Income, Financial Modeling, Asset Allocation, Alternative Investments, Series 63, Capital Markets
Education
The Ohio State University 1965 — 1969
University of Oklahoma - Price College of Business
Morgan Stanley May 1994 - Present
Morgan Stanley May 1994 - Present
Skills
Series 7, Securities, Retirement Planning, Risk Management, Fixed Income, Financial Modeling, Asset Allocation, Alternative Investments, Series 63, Capital Markets
Education
The Ohio State University 1965 — 1969
University of Oklahoma - Price College of Business
Robert Misihowsky's Morgan Stanley Experience September 2000 - March 2005
Job Business Analyst/Project Manger at MarketAxess
Industry Computer Software
Experience
MarketAxess March 2005 - Present
Morgan Stanley September 2000 - March 2005
Lehman Brothers January 1998 - September 2000
Citicorp 1993 - 1995
Skills
Data Warehousing, Trading Systems, Electronic Trading, SDLC, Sybase, Business Analysis, Investment Banking, Requirements Gathering, Credit Derivatives, Fixed Income, Derivatives, Reference Data, Capital Markets, Market Data, Requirements Analysis
Education
The Ohio State University 1978 — 1982
BS/AP, Finance
MarketAxess March 2005 - Present
Morgan Stanley September 2000 - March 2005
Lehman Brothers January 1998 - September 2000
Citicorp 1993 - 1995
Skills
Data Warehousing, Trading Systems, Electronic Trading, SDLC, Sybase, Business Analysis, Investment Banking, Requirements Gathering, Credit Derivatives, Fixed Income, Derivatives, Reference Data, Capital Markets, Market Data, Requirements Analysis
Education
The Ohio State University 1978 — 1982
BS/AP, Finance
Jack Popiel's Morgan Stanley Experience June 2003 - April 2005
Job Business Systems Analyst at Econ One Research
Industry Information Technology and Services
Experience
Econ One Research November 2014 - Present
Bank of America September 2012 - November 2014
Walgreens October 2011 - September 2012
Bank of America August 2009 - July 2011
US Cellular July 2008 - June 2009
PepsiCo Chicago November 2007 - July 2008
Northern Trust March 2007 - August 2007
Cardinal Health September 2005 - November 2006
Morgan Stanley June 2003 - April 2005
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Finance
Econ One Research November 2014 - Present
Bank of America September 2012 - November 2014
Walgreens October 2011 - September 2012
Bank of America August 2009 - July 2011
US Cellular July 2008 - June 2009
PepsiCo Chicago November 2007 - July 2008
Northern Trust March 2007 - August 2007
Cardinal Health September 2005 - November 2006
Morgan Stanley June 2003 - April 2005
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Finance
Laura O'Malley's Morgan Stanley Experience 1998 - 2005
Job VP Department Manager National Sales Support Call Center
Industry Financial Services
Experience
JP Morgan Chase August 2008 - Present
WaMu August 2005 - August 2008
Morgan Stanley Credit Corporation 1998 - 2005
Morgan Stanley 1998 - 2005
Dovenmuehle 1995 - 1998
BancIllinois Mortgage December 1992 - July 1997
Skills
Mortgage, Loans, Risk, Loss Mitigation, Avaya, CMS Centervue, Forecasting Models, Staffing Analysis, Call Center Development, Call Routing, Microsoft Office, Financial Risk, Management, Banking, Refinance, Forecasting, Loan Origination, Mortgage Lending, Portfolio Management, Residential Mortgages, Credit Analysis, Call Centers, Risk Management, Mortgage Banking, Credit, @Risk, Underwriting, Team Building, Sales
Education
The School of the Art Institute of Chicago 1984 — 1987
JP Morgan Chase August 2008 - Present
WaMu August 2005 - August 2008
Morgan Stanley Credit Corporation 1998 - 2005
Morgan Stanley 1998 - 2005
Dovenmuehle 1995 - 1998
BancIllinois Mortgage December 1992 - July 1997
Skills
Mortgage, Loans, Risk, Loss Mitigation, Avaya, CMS Centervue, Forecasting Models, Staffing Analysis, Call Center Development, Call Routing, Microsoft Office, Financial Risk, Management, Banking, Refinance, Forecasting, Loan Origination, Mortgage Lending, Portfolio Management, Residential Mortgages, Credit Analysis, Call Centers, Risk Management, Mortgage Banking, Credit, @Risk, Underwriting, Team Building, Sales
Education
The School of the Art Institute of Chicago 1984 — 1987
Pete Seppi's Morgan Stanley Experience July 1995 - December 2006
Job Vice President at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2006 - Present
Morgan Stanley July 1995 - December 2006
Skills
Retirement Planning, Estate Planning, Educational Consulting, Series 7, Series 63, Series 65, Wealth Management, Asset Allocation, Uniform Combined State..., Mutual Funds, Investment Advisory, IRAs, Alternative Investments, Fixed Annuities, ETFs, Equities
Education
The Ohio State University 1989 — 1994
Stifel Financial Corp. December 2006 - Present
Morgan Stanley July 1995 - December 2006
Skills
Retirement Planning, Estate Planning, Educational Consulting, Series 7, Series 63, Series 65, Wealth Management, Asset Allocation, Uniform Combined State..., Mutual Funds, Investment Advisory, IRAs, Alternative Investments, Fixed Annuities, ETFs, Equities
Education
The Ohio State University 1989 — 1994
John Nusbaum's Morgan Stanley Experience June 1997 - July 1999
Job Director at 400 Capital Management
Industry Financial Services
Experience
400 Capital Management April 2014 - Present
Providence Equity Capital Markets July 2011 - July 2013
Strategic Value Partners January 2007 - January 2011
Sandell Asset Management July 2003 - January 2006
Moore Strategic Value Partners, Tokyo July 1999 - May 2003
Morgan Stanley June 1997 - July 1999
Merrill Lynch 1994 - 1997
Skills
High Yield, Due Diligence, Asset, Bonds, Credit, Capital Markets, Portfolio Management, Leveraged Finance, Investments, Investment Banking, Fixed Income, Equities, Trading, Financial Services, Direct Lending, Total Return, Event-driven
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Finance
University of Virginia 1985 — 1989
B.S. Commerce, Major in Finance, Minor in German
400 Capital Management April 2014 - Present
Providence Equity Capital Markets July 2011 - July 2013
Strategic Value Partners January 2007 - January 2011
Sandell Asset Management July 2003 - January 2006
Moore Strategic Value Partners, Tokyo July 1999 - May 2003
Morgan Stanley June 1997 - July 1999
Merrill Lynch 1994 - 1997
Skills
High Yield, Due Diligence, Asset, Bonds, Credit, Capital Markets, Portfolio Management, Leveraged Finance, Investments, Investment Banking, Fixed Income, Equities, Trading, Financial Services, Direct Lending, Total Return, Event-driven
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Finance
University of Virginia 1985 — 1989
B.S. Commerce, Major in Finance, Minor in German
Jason English's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley April 2010 - January 2013
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
IBM Global Services 1998 - 2004
Skills
Due Diligence, Healthcare, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Finance, Venture Capital, Product Management, Strategic Planning, Corporate Development, Corporate Finance, Equities, Financial Analysis, Business Strategy, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA
University of Virginia 1994 — 1998
BS-Commerce
Morgan Stanley January 2013 - Present
Morgan Stanley April 2010 - January 2013
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
IBM Global Services 1998 - 2004
Skills
Due Diligence, Healthcare, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Finance, Venture Capital, Product Management, Strategic Planning, Corporate Development, Corporate Finance, Equities, Financial Analysis, Business Strategy, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA
University of Virginia 1994 — 1998
BS-Commerce
Dennis Shaw's Morgan Stanley Experience September 2008 - Present
Job Program Manager Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley September 2008 - Present
CheckFree August 2002 - June 2007
Skills
Process Improvement, Vendor Management, JavaScript, HTML, Needs Analysis, Project Management, Instructional Design, Information Architecture, Learning Management..., Agile Methodologies, Instructor-led Training, SharePoint, Web Development, Adobe Creative Suite, Captivate, Web Design, Visio, Change Management, Leadership, Content Management, User Interface Design, ActionScript, XML, Dreamweaver, Business Analysis, User Experience, Usability Testing, Technical Writing, Program Management, Training Delivery, SDLC, Interaction Design, Flash, User-centered Design, Employee Training, Microsoft Office, Training, PowerPoint, Photoshop, Learning Management, Microsoft Excel, Adobe Acrobat, Usability, Multimedia, CSS, Requirements Analysis, E-Learning, Graphic Design, Software Documentation
Education
The Ohio State University 1985 — 1990
Morgan Stanley September 2008 - Present
CheckFree August 2002 - June 2007
Skills
Process Improvement, Vendor Management, JavaScript, HTML, Needs Analysis, Project Management, Instructional Design, Information Architecture, Learning Management..., Agile Methodologies, Instructor-led Training, SharePoint, Web Development, Adobe Creative Suite, Captivate, Web Design, Visio, Change Management, Leadership, Content Management, User Interface Design, ActionScript, XML, Dreamweaver, Business Analysis, User Experience, Usability Testing, Technical Writing, Program Management, Training Delivery, SDLC, Interaction Design, Flash, User-centered Design, Employee Training, Microsoft Office, Training, PowerPoint, Photoshop, Learning Management, Microsoft Excel, Adobe Acrobat, Usability, Multimedia, CSS, Requirements Analysis, E-Learning, Graphic Design, Software Documentation
Education
The Ohio State University 1985 — 1990
Greg Pujia's Morgan Stanley Experience May 2002 - May 2011
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust Portfolios L.P. May 2012 - Present
BlackRock May 2011 - May 2012
Morgan Stanley May 2002 - May 2011
Skills
Series 7, Separately Managed..., Mutual Funds, FINRA Series 6, FINRA, FINRA Series 63, FINRA Series 65, ETFs, Unit Trusts
Education
Mount Lebanon High School
The Ohio State University
BSBA, Accounting
First Trust Portfolios L.P. May 2012 - Present
BlackRock May 2011 - May 2012
Morgan Stanley May 2002 - May 2011
Skills
Series 7, Separately Managed..., Mutual Funds, FINRA Series 6, FINRA, FINRA Series 63, FINRA Series 65, ETFs, Unit Trusts
Education
Mount Lebanon High School
The Ohio State University
BSBA, Accounting
Forest Edwards's Morgan Stanley Experience August 1999 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1999 - Present
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Securities, Fixed Income, Equities, Series 63, Alternative Investments, Asset Allocation, Capital Markets, ETFs, FINRA, Financial Services, Hedge Funds, Leadership, Management, Options, Series 24, Uniform Combined State...
Education
The Ohio State University 2004 — 2005
Economics
University of Utah 1996 — 2001
Morgan Stanley August 1999 - Present
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Securities, Fixed Income, Equities, Series 63, Alternative Investments, Asset Allocation, Capital Markets, ETFs, FINRA, Financial Services, Hedge Funds, Leadership, Management, Options, Series 24, Uniform Combined State...
Education
The Ohio State University 2004 — 2005
Economics
University of Utah 1996 — 2001
Derek Davidson's Morgan Stanley Experience July 2013 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley June 2010 - July 2013
Repucom International August 2008 - May 2010
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities
Education
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Bridge Program
Wesleyan University 2004 — 2008
BA, Government: International Relations
Choate Rosemary Hall 2001 — 2004
Morgan Stanley July 2013 - Present
Morgan Stanley June 2010 - July 2013
Repucom International August 2008 - May 2010
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities
Education
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Bridge Program
Wesleyan University 2004 — 2008
BA, Government: International Relations
Choate Rosemary Hall 2001 — 2004
John Marchion's Morgan Stanley Experience March 2003 - December 2004
Job Investment Executive at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Bank October 2008 - Present
Western Southern Financial Group March 2005 - October 2008
Morgan Stanley March 2003 - December 2004
Matrix Automation February 2000 - November 2003
Dorr Chevrolet Company, Inc June 1978 - December 1999
Education
City and Regional Planning The Ohio State University
Master of
The Ohio State University
BS
Fifth Third Bank October 2008 - Present
Western Southern Financial Group March 2005 - October 2008
Morgan Stanley March 2003 - December 2004
Matrix Automation February 2000 - November 2003
Dorr Chevrolet Company, Inc June 1978 - December 1999
Education
City and Regional Planning The Ohio State University
Master of
The Ohio State University
BS
Jennifer Blake's Morgan Stanley Experience 2006 - 2008
Job Managing Director, CoHead of Business Development
Industry Financial Services
Experience
Balyasny Asset Management L.P. April 2008 - Present
Morgan Stanley 2006 - 2008
Goldman Sachs 2000 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Capital Markets, Fixed Income, Bloomberg, Investments, Derivatives, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor’s Degree
Balyasny Asset Management L.P. April 2008 - Present
Morgan Stanley 2006 - 2008
Goldman Sachs 2000 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Capital Markets, Fixed Income, Bloomberg, Investments, Derivatives, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor’s Degree
Jeff Festog's Morgan Stanley Experience 1995 - 2013
Job Strategic Equity Portfolio Managment
Industry Financial Services
Experience
Festog Capital, LLC 2013 - Present
Morgan Stanley 1995 - 2013
Atalanta Sosnoff Capital 1992 - 1995
Bank of New York 1990 - 1992
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Client Services, Derivatives, Equities, Equity Research, Financial Modeling, Financial Services, Fixed Income, Fundamental Analysis, Hedge Funds, Investment Banking, Investment Management, Investments, Mutual Funds, Portfolio Management, Private Equity, Program Management, Research, Securities, Sell Side, Stock Picking, Strategy
Education
The Ohio State University
BSBA, Finance
Festog Capital, LLC 2013 - Present
Morgan Stanley 1995 - 2013
Atalanta Sosnoff Capital 1992 - 1995
Bank of New York 1990 - 1992
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Client Services, Derivatives, Equities, Equity Research, Financial Modeling, Financial Services, Fixed Income, Fundamental Analysis, Hedge Funds, Investment Banking, Investment Management, Investments, Mutual Funds, Portfolio Management, Private Equity, Program Management, Research, Securities, Sell Side, Stock Picking, Strategy
Education
The Ohio State University
BSBA, Finance
Christopher Stevenson's Morgan Stanley Experience July 2010 - March 2012
Job Senior IT Sourcing Consultant at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson June 2015 - Present
JPMorgan Chase March 2012 - October 2014
Morgan Stanley July 2010 - March 2012
Credit Suisse May 2005 - July 2010
Ernst & Young May 2003 - May 2005
Skills
Strategic Sourcing, Vendor Management, Contract Negotiations, Global Sourcing, Procurement, Software Licensing, Compliance, Intellectual Property, Risk Mitigation, Risk Management, Contract Negotiation, Negotiation, Program Management, Supply Management, CRM, Cross-functional Team..., Sourcing, Strategy, Portfolio Management, Process Improvement, Business Process..., Change Management, Professional Services, Management, Outsourcing, IT Management
Education
The Ohio State University Moritz College of Law 1994 — 1997
JD, Law
Vassar College 1990 — 1994
BA, Political Science
Johnson & Johnson June 2015 - Present
JPMorgan Chase March 2012 - October 2014
Morgan Stanley July 2010 - March 2012
Credit Suisse May 2005 - July 2010
Ernst & Young May 2003 - May 2005
Skills
Strategic Sourcing, Vendor Management, Contract Negotiations, Global Sourcing, Procurement, Software Licensing, Compliance, Intellectual Property, Risk Mitigation, Risk Management, Contract Negotiation, Negotiation, Program Management, Supply Management, CRM, Cross-functional Team..., Sourcing, Strategy, Portfolio Management, Process Improvement, Business Process..., Change Management, Professional Services, Management, Outsourcing, IT Management
Education
The Ohio State University Moritz College of Law 1994 — 1997
JD, Law
Vassar College 1990 — 1994
BA, Political Science
Cole Ferguson's Morgan Stanley Experience March 2004 - April 2012
Job Vice President of Financial Reporting at Gables Residential
Industry Real Estate
Experience
Gables Residential September 2014 - Present
State Street Alternative Investment Solutions February 2012 - September 2014
Morgan Stanley March 2004 - April 2012
PricewaterhouseCoopers September 2001 - February 2004
Skills
Financial Reporting, Accounting, Real Estate, Financial Analysis, Due Diligence, Fair Value, Private Equity, Financial Modeling, US GAAP, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2001
MAcc, Financial Reporting and Analysis
The Ohio State University Fisher College of Business 1998 — 2001
BSBA, Accounting
Gables Residential September 2014 - Present
State Street Alternative Investment Solutions February 2012 - September 2014
Morgan Stanley March 2004 - April 2012
PricewaterhouseCoopers September 2001 - February 2004
Skills
Financial Reporting, Accounting, Real Estate, Financial Analysis, Due Diligence, Fair Value, Private Equity, Financial Modeling, US GAAP, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2001
MAcc, Financial Reporting and Analysis
The Ohio State University Fisher College of Business 1998 — 2001
BSBA, Accounting
Jeremiah Kim's Morgan Stanley Experience June 2013 - March 2014
Job Chief Enterprise Architect at NJR Consulting INC.
Industry Financial Services
Experience
NJR Consulting INC. 2009 - Present
Morgan Stanley June 2013 - March 2014
NYCHHC December 2012 - June 2013
Merrill Lynch January 2009 - October 2012
Microsoft January 2005 - December 2009
Skills
Online Services, Agile Methodologies, Software Project..., Program Management, Agile Project Management, Enterprise Monitoring, Cloud Computing, High Availability..., Disaster Recovery, Web Services, Microsoft SQL Server, Microsoft..., IIS, Microsoft Office..., System Center Suite, Siteminder, SSL, SDLC, Enterprise Architecture, Solution Architecture, Project Portfolio..., SharePoint, Integration, Product Management, Infrastructure
Education
University of Illinois at Urbana-Champaign 1990 — 1995
The Ohio State University 1987 — 1989
NJR Consulting INC. 2009 - Present
Morgan Stanley June 2013 - March 2014
NYCHHC December 2012 - June 2013
Merrill Lynch January 2009 - October 2012
Microsoft January 2005 - December 2009
Skills
Online Services, Agile Methodologies, Software Project..., Program Management, Agile Project Management, Enterprise Monitoring, Cloud Computing, High Availability..., Disaster Recovery, Web Services, Microsoft SQL Server, Microsoft..., IIS, Microsoft Office..., System Center Suite, Siteminder, SSL, SDLC, Enterprise Architecture, Solution Architecture, Project Portfolio..., SharePoint, Integration, Product Management, Infrastructure
Education
University of Illinois at Urbana-Champaign 1990 — 1995
The Ohio State University 1987 — 1989
Marc Krupinski's Morgan Stanley Experience October 2013 - Present
Job Private Bank Product CFO
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
CertusBank October 2011 - 2013
Morgan Stanley April 2010 - July 2011
GMAC January 2009 - April 2010
Wachovia February 2008 - January 2009
Bank of America October 2006 - February 2008
Bank of America May 1999 - October 2006
Skills
Finance, Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Treasury Management, Forecasting, Financial Modeling, Managerial Finance, Credit, Strategy, Process Improvement, Business Development, Relationship Management, E-commerce, Business Analysis, Leadership, Financial Risk, Financial Services, Strategic Planning, Credit Cards, Mergers & Acquisitions, Driving Profitability, Budgets, Retail Banking, Risk Management, Loans, Project Management, Credit Analysis, Business Strategy, Cash Management, Strategic Financial..., Analysis, Executive Management, Commercial Banking, Commercial Lending, Investments, Corporate Finance, Due Diligence, Valuation, Private Banking, Asset Management, Treasury, Wealth Management, Fixed Income
Education
The Ohio State University
Bachelors, Economics & Finance
Morgan Stanley October 2013 - Present
CertusBank October 2011 - 2013
Morgan Stanley April 2010 - July 2011
GMAC January 2009 - April 2010
Wachovia February 2008 - January 2009
Bank of America October 2006 - February 2008
Bank of America May 1999 - October 2006
Skills
Finance, Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Treasury Management, Forecasting, Financial Modeling, Managerial Finance, Credit, Strategy, Process Improvement, Business Development, Relationship Management, E-commerce, Business Analysis, Leadership, Financial Risk, Financial Services, Strategic Planning, Credit Cards, Mergers & Acquisitions, Driving Profitability, Budgets, Retail Banking, Risk Management, Loans, Project Management, Credit Analysis, Business Strategy, Cash Management, Strategic Financial..., Analysis, Executive Management, Commercial Banking, Commercial Lending, Investments, Corporate Finance, Due Diligence, Valuation, Private Banking, Asset Management, Treasury, Wealth Management, Fixed Income
Education
The Ohio State University
Bachelors, Economics & Finance
Bill Reiland's Morgan Stanley Experience April 1993 - July 2008
Job Managing Director at Leerink Swann
Industry Investment Banking
Experience
Leerink Swann January 2009 - Present
Morgan Stanley April 1993 - July 2008
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Finance
Yale University 1979 — 1983
BA, Economics
Leerink Swann January 2009 - Present
Morgan Stanley April 1993 - July 2008
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Finance
Yale University 1979 — 1983
BA, Economics
Jaime Baran's Morgan Stanley Experience January 2013 - Present
Job Vice President Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley March 2012 - January 2013
Morgan Stanley 2010 - March 2012
Ernst & Young 2006 - 2008
Ernst & Young 2004 - 2006
Skills
CPA, Accounting, Investment Banking, Equities
Education
The Tuck School of Business at Dartmouth 2008 — 2010
University of Virginia 2000 — 2004
BS - Commerce, Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley March 2012 - January 2013
Morgan Stanley 2010 - March 2012
Ernst & Young 2006 - 2008
Ernst & Young 2004 - 2006
Skills
CPA, Accounting, Investment Banking, Equities
Education
The Tuck School of Business at Dartmouth 2008 — 2010
University of Virginia 2000 — 2004
BS - Commerce, Accounting
David Kempster's Morgan Stanley Experience January 2013 - Present
Job Executive Director, IT at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
EquiLend September 2004 - January 2010
CME Group February 2001 - August 2004
CheckFree September 1995 - January 1999
Skills
Trading Systems, Derivatives, SDLC, Fixed Income, Trading, Equities, SQL, Software Project..., Financial Markets, Electronic Trading, Business Analysis, Agile Methodologies, Java, Financial Services, Capital Markets
Education
The Ohio State University 1988 — 1994
ABD, MA, Philosophy, Linguistics
University of Maryland College Park 1984 — 1988
BA, Philosophy, History
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
EquiLend September 2004 - January 2010
CME Group February 2001 - August 2004
CheckFree September 1995 - January 1999
Skills
Trading Systems, Derivatives, SDLC, Fixed Income, Trading, Equities, SQL, Software Project..., Financial Markets, Electronic Trading, Business Analysis, Agile Methodologies, Java, Financial Services, Capital Markets
Education
The Ohio State University 1988 — 1994
ABD, MA, Philosophy, Linguistics
University of Maryland College Park 1984 — 1988
BA, Philosophy, History
Daniel Klausner's Morgan Stanley Experience January 1997 - December 2001
Job Managing Director Capital Markets Advisory at PwC
Industry Capital Markets
Experience
PwC January 2015 - Present
FTI Capital Advisors 2013 - December 2014
UBS Investment Bank 2002 - December 2012
Morgan Stanley January 1997 - December 2001
Lehman Brothers 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Equity Capital Markets, Transaction Origination, IPO, Readiness Assessments, Corporate Finance, Equity Valuation, Risk Management, Corporate Governance, Investment Banking, Equities, Fixed Income, Private Equity, Valuation, Securities, High Yield, Capital Markets, Mergers & Acquisitions, Private Placements, Financial Structuring, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance Major and Anthropology Minor, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
PwC January 2015 - Present
FTI Capital Advisors 2013 - December 2014
UBS Investment Bank 2002 - December 2012
Morgan Stanley January 1997 - December 2001
Lehman Brothers 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Equity Capital Markets, Transaction Origination, IPO, Readiness Assessments, Corporate Finance, Equity Valuation, Risk Management, Corporate Governance, Investment Banking, Equities, Fixed Income, Private Equity, Valuation, Securities, High Yield, Capital Markets, Mergers & Acquisitions, Private Placements, Financial Structuring, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance Major and Anthropology Minor, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Mohammed Rayan Akand's Morgan Stanley Experience 2013 - 2013
Job Human Capital Management Analyst at Goldman Sachs
Industry Human Resources
Experience
Goldman Sachs July 2013 - Present
Morgan Stanley 2013 - 2013
NYSE Euronext June 2009 - November 2012
Polytechnic Institute of NYU June 2009 - May 2011
NYSE Euronext 2009 - 2011
New York City Department of Buildings June 2008 - August 2008
Skills
Data Analysis, Analysis, SharePoint, Access, Matlab, Microsoft Office, Microsoft Excel, SQL, Java, PowerPoint, Project Planning, VBA, Management, C++, Project Management, MS Office Suite, Visio, Microsoft Word, Visual Basic, Leadership, MS Project, Windows, Communication, AutoCAD, MS Excel Pivot Tables, Keynote, Mac OS X, Trend Analysis, Forecasting, Re-engineering
Education
The Polytechnic Institute of New York University 2007 — 2011
Bachelor’s Degree, Electrical and Electronics Engineering
Forest Hills High School
Goldman Sachs July 2013 - Present
Morgan Stanley 2013 - 2013
NYSE Euronext June 2009 - November 2012
Polytechnic Institute of NYU June 2009 - May 2011
NYSE Euronext 2009 - 2011
New York City Department of Buildings June 2008 - August 2008
Skills
Data Analysis, Analysis, SharePoint, Access, Matlab, Microsoft Office, Microsoft Excel, SQL, Java, PowerPoint, Project Planning, VBA, Management, C++, Project Management, MS Office Suite, Visio, Microsoft Word, Visual Basic, Leadership, MS Project, Windows, Communication, AutoCAD, MS Excel Pivot Tables, Keynote, Mac OS X, Trend Analysis, Forecasting, Re-engineering
Education
The Polytechnic Institute of New York University 2007 — 2011
Bachelor’s Degree, Electrical and Electronics Engineering
Forest Hills High School
Cory Davis's Morgan Stanley Experience 2001 - 2002
Job Director, Manufacturing Solutions | Analytics | Digital | Technology Development
Industry Information Technology and Services
Experience
Information Control Company July 2014 - Present
Information Control Corporation July 2011 - July 2014
Information Control Corporation January 2011 - June 2011
IBM January 2006 - December 2010
Citigroup, Smith Barney May 2002 - January 2006
Morgan Stanley 2001 - 2002
Skills
Business Analysis, Portfolio Management, Risk Management, Financial Services, Project Management, SDLC, Business Intelligence, Banking, Insurance, Process Improvement, Business Process..., Management Consulting, Change Management, Requirements Gathering, Financial Analysis
Education
The Ohio State University 1996 — 2000
HE, Financial Management
Information Control Company July 2014 - Present
Information Control Corporation July 2011 - July 2014
Information Control Corporation January 2011 - June 2011
IBM January 2006 - December 2010
Citigroup, Smith Barney May 2002 - January 2006
Morgan Stanley 2001 - 2002
Skills
Business Analysis, Portfolio Management, Risk Management, Financial Services, Project Management, SDLC, Business Intelligence, Banking, Insurance, Process Improvement, Business Process..., Management Consulting, Change Management, Requirements Gathering, Financial Analysis
Education
The Ohio State University 1996 — 2000
HE, Financial Management
Courtenay Carrel's Morgan Stanley Experience September 2001 - July 2002
Job Northeast Regional Manager of Development for Varsity Brands
Industry Apparel & Fashion
Experience
Varsity Brands November 2010 - Present
Varsity Brands October 2002 - Present
Morgan Stanley September 2001 - July 2002
Universal Cheerleaders Association 1997 - 2002
Skills
Sales Management, Marketing, Salesforce.com, Account Management, Social Media, Social Media Marketing, New Business Development, Customer Service, Advertising, Team Building, Public Speaking, Strategic Planning, Online Marketing, Management, Event Planning, Event Management
Education
The Ohio State University 1997 — 2001
Bachelor of Science, Marketing
Varsity Brands November 2010 - Present
Varsity Brands October 2002 - Present
Morgan Stanley September 2001 - July 2002
Universal Cheerleaders Association 1997 - 2002
Skills
Sales Management, Marketing, Salesforce.com, Account Management, Social Media, Social Media Marketing, New Business Development, Customer Service, Advertising, Team Building, Public Speaking, Strategic Planning, Online Marketing, Management, Event Planning, Event Management
Education
The Ohio State University 1997 — 2001
Bachelor of Science, Marketing
Ewa Borowska's Morgan Stanley Experience 1998 - 2007
Job
Industry
Experience
Morgan Stanley Investment Management 2003 - 2007
Morgan Stanley 1998 - 2007
Morgan Stanley 1998 - 2007
Skills
Financial Modeling, Equities, Investment Banking, Due Diligence, Fixed Income, Corporate Finance, Strategy, Valuation, Private Equity, Alternative Investments, Equity Research, Emerging Markets, Hedge Funds, Venture Capital, Capital Markets, Business Strategy
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Finance
Yale University
Yale University
Morgan Stanley Investment Management 2003 - 2007
Morgan Stanley 1998 - 2007
Morgan Stanley 1998 - 2007
Skills
Financial Modeling, Equities, Investment Banking, Due Diligence, Fixed Income, Corporate Finance, Strategy, Valuation, Private Equity, Alternative Investments, Equity Research, Emerging Markets, Hedge Funds, Venture Capital, Capital Markets, Business Strategy
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Finance
Yale University
Yale University
Caroline La Voie's Morgan Stanley Experience 1998 - 2001
Job professional
Industry Financial Services
Experience
La Voie Household July 2001 - Present
University of California, Berkeley, Haas School of Business November 2008 - May 2010
Morgan Stanley 1998 - 2001
The Chase Manhattan Bank 1992 - 1996
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Investments, Securities
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Trinity College-Hartford 1988 — 1992
BA, History
La Voie Household July 2001 - Present
University of California, Berkeley, Haas School of Business November 2008 - May 2010
Morgan Stanley 1998 - 2001
The Chase Manhattan Bank 1992 - 1996
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Investments, Securities
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Trinity College-Hartford 1988 — 1992
BA, History
Antonio Pedrozo, MBA's Morgan Stanley Experience February 2011 - August 2013
Job Graduate Assistant at The University of Akron
Industry Marketing and Advertising
Experience
The University of Akron January 2015 - May 2015
Morgan Stanley February 2011 - August 2013
Skills
Microsoft Office, Social Media, E-commerce, Search Engine Marketing, Team Leadership, Customer Service, Leadership, E-commerce SEO, Photoshop, Marketing, Economics, Sales, Project Management, Access, Event Planning, Microsoft Excel, SQL, Google Adwords
Education
The University of Akron 2014 — 2015
Master of Business Administration (MBA), Strategic Marketing
The Ohio State University 2004 — 2010
Bachelor of Arts (B.A.), Economics
The University of Akron January 2015 - May 2015
Morgan Stanley February 2011 - August 2013
Skills
Microsoft Office, Social Media, E-commerce, Search Engine Marketing, Team Leadership, Customer Service, Leadership, E-commerce SEO, Photoshop, Marketing, Economics, Sales, Project Management, Access, Event Planning, Microsoft Excel, SQL, Google Adwords
Education
The University of Akron 2014 — 2015
Master of Business Administration (MBA), Strategic Marketing
The Ohio State University 2004 — 2010
Bachelor of Arts (B.A.), Economics
Janet Mangini's Morgan Stanley Experience July 2008 - January 2013
Job Instructional Designer at FalconStor Software
Industry Investment Management
Experience
FalconStor Software March 2013 - Present
Morgan Stanley July 2008 - January 2013
Quest Software April 2006 - May 2008
Chase November 1994 - April 2006
Pathlore Software November 1997 - September 1998
Legent September 1984 - October 1994
Skills
Blended Learning, Instructor-led Training, Microsoft Office, Captivate, PowerPoint, Instructional Design, Dreamweaver, Needs Analysis, E-Learning, Adobe Acrobat, Adult Education, Technical Writing, Training, Leadership Development, Visio, Training Delivery, Project Management, Adobe Creative Suite, Educational Technology, User Experience, Learning Management, Content Management, Learning Management..., Leadership, Program Management, SharePoint, Technical Training, Performance Management, Organizational...
Education
The Ohio State University
Bachelor of Education (B.Ed.), Education
The Ohio State University
Instructional Design - Master's program
Columbus Paraprofessional Institure
Certificate, Data Processing
The Ohio State University
City & Regional Planning - Master's program
FalconStor Software March 2013 - Present
Morgan Stanley July 2008 - January 2013
Quest Software April 2006 - May 2008
Chase November 1994 - April 2006
Pathlore Software November 1997 - September 1998
Legent September 1984 - October 1994
Skills
Blended Learning, Instructor-led Training, Microsoft Office, Captivate, PowerPoint, Instructional Design, Dreamweaver, Needs Analysis, E-Learning, Adobe Acrobat, Adult Education, Technical Writing, Training, Leadership Development, Visio, Training Delivery, Project Management, Adobe Creative Suite, Educational Technology, User Experience, Learning Management, Content Management, Learning Management..., Leadership, Program Management, SharePoint, Technical Training, Performance Management, Organizational...
Education
The Ohio State University
Bachelor of Education (B.Ed.), Education
The Ohio State University
Instructional Design - Master's program
Columbus Paraprofessional Institure
Certificate, Data Processing
The Ohio State University
City & Regional Planning - Master's program
Thomas E. Wilkins, MBA's Morgan Stanley Experience 1996 - 2003
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2009 - Present
Raymond James & Associates, Inc 2003 - 2009
Morgan Stanley 1996 - 2003
Muskingum College 1989 - 1996
Skills
FINRA, Finance, Investments, Financial Services, Securities, Portfolio Management, Asset Management, Series 7, Series 63, Retirement Planning, 401k, 401k Rollovers, Investment Advisory..., Mutual Funds
Education
The Ohio State University
BSBA (cum laude), MBA, Accounting, Finance
LPL Financial June 2009 - Present
Raymond James & Associates, Inc 2003 - 2009
Morgan Stanley 1996 - 2003
Muskingum College 1989 - 1996
Skills
FINRA, Finance, Investments, Financial Services, Securities, Portfolio Management, Asset Management, Series 7, Series 63, Retirement Planning, 401k, 401k Rollovers, Investment Advisory..., Mutual Funds
Education
The Ohio State University
BSBA (cum laude), MBA, Accounting, Finance
Terri Huffman's Morgan Stanley Experience 1986 - 1989
Job Partner & CFO at Huffman & Huffman
Industry Design
Experience
Huffman & Huffman April 2001 - Present
Morgan Stanley 1986 - 1989
Skills
Renovation, Construction, Interior Architecture, Interior Design, Furniture, Flooring, Residential Homes, Residential Design
Education
The Ohio State University
Huffman & Huffman April 2001 - Present
Morgan Stanley 1986 - 1989
Skills
Renovation, Construction, Interior Architecture, Interior Design, Furniture, Flooring, Residential Homes, Residential Design
Education
The Ohio State University
Chris Gottron's Morgan Stanley Experience August 2011 - September 2011
Job Financial Leadership Associate at Nielsen
Industry Financial Services
Experience
Nielsen July 2014 - Present
Nielsen June 2013 - August 2013
The Henley Group Ltd June 2012 - September 2012
Morgan Stanley August 2011 - September 2011
Skills
Microsoft Excel, Analysis, Portfolio Management, Leadership, Finance, Analytics, Forecasting, Data Analysis, Market Research, Marketing, Essbase, Event Planning, Financial Analysis, Investment Strategies, Investments, Stock Trading, Time Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
BSBA, Finance
Nielsen July 2014 - Present
Nielsen June 2013 - August 2013
The Henley Group Ltd June 2012 - September 2012
Morgan Stanley August 2011 - September 2011
Skills
Microsoft Excel, Analysis, Portfolio Management, Leadership, Finance, Analytics, Forecasting, Data Analysis, Market Research, Marketing, Essbase, Event Planning, Financial Analysis, Investment Strategies, Investments, Stock Trading, Time Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
BSBA, Finance
Ryan Whitesell's Morgan Stanley Experience 2000 - 2005
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management November 2011 - Present
DWS Investments/Deutsche Bank Group April 2006 - Present
Morgan Stanley 2000 - 2005
Skills
Mutual Funds, Alternative Investments, Structured Products, Series 7, Series 63, Investment Products, ETFs, Separately Managed..., Investments, Series 6, Asset Allocation, Securities, Investment Strategies
Education
The Ohio State University 1996 — 2000
Economics
Deutsche Asset & Wealth Management November 2011 - Present
DWS Investments/Deutsche Bank Group April 2006 - Present
Morgan Stanley 2000 - 2005
Skills
Mutual Funds, Alternative Investments, Structured Products, Series 7, Series 63, Investment Products, ETFs, Separately Managed..., Investments, Series 6, Asset Allocation, Securities, Investment Strategies
Education
The Ohio State University 1996 — 2000
Economics
Stephen Splawinski's Morgan Stanley Experience April 2015 - Present
Job Public Finance Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2015 - Present
Caldwell Flores Winters June 2014 - March 2015
Ross, Sinclaire & Associates, LLC April 2013 - May 2014
The Ohio State University September 2010 - May 2014
Strategic Health Care January 2013 - April 2013
Skills
Microsoft Office, Statistics, Social Media, Customer Service, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 2015 - Present
Caldwell Flores Winters June 2014 - March 2015
Ross, Sinclaire & Associates, LLC April 2013 - May 2014
The Ohio State University September 2010 - May 2014
Strategic Health Care January 2013 - April 2013
Skills
Microsoft Office, Statistics, Social Media, Customer Service, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Christopher Sobecki's Morgan Stanley Experience 2007 - 2008
Job Supervision Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 2007 - 2008
Scioto Country Club 2005 - 2006
Skills
Series 7, Series 66, Series 9, Series 10, Series 24, Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Wealth Management, Equities, Financial Services, Fixed Income, Investments
Education
The Ohio State University
International Studies, World Economies & Business
JPMorgan Chase 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 2007 - 2008
Scioto Country Club 2005 - 2006
Skills
Series 7, Series 66, Series 9, Series 10, Series 24, Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Wealth Management, Equities, Financial Services, Fixed Income, Investments
Education
The Ohio State University
International Studies, World Economies & Business
Drew Gilman's Morgan Stanley Experience 1987 - 1989
Job President at NEPW Logistics, Inc.
Industry Logistics and Supply Chain
Experience
NEPW Logistics, Inc. August 2002 - Present
Gleacher Partners 1990 - 2001
Morgan Stanley 1987 - 1989
Education
Tuck School of Business at Dartmouth 1990 — 1992
MBA, Finance
Dartmouth College 1983 — 1987
BA, Government
NEPW Logistics, Inc. August 2002 - Present
Gleacher Partners 1990 - 2001
Morgan Stanley 1987 - 1989
Education
Tuck School of Business at Dartmouth 1990 — 1992
MBA, Finance
Dartmouth College 1983 — 1987
BA, Government
Agha Haider's Morgan Stanley Experience June 2011 - July 2011
Job Financial Analyst at Vantiv
Industry Financial Services
Experience
Vantiv October 2012 - Present
The Business Backer February 2012 - September 2012
Morgan Stanley June 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Risk Management, Data Analysis, Microsoft Excel, Sensitivity Analysis, Process Improvement, Accounting, Analysis, Entrepreneurship, Economics, Small Business, Financial Reporting, New Business Development
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's of Science in Business Administration, Finance
Vantiv October 2012 - Present
The Business Backer February 2012 - September 2012
Morgan Stanley June 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Risk Management, Data Analysis, Microsoft Excel, Sensitivity Analysis, Process Improvement, Accounting, Analysis, Entrepreneurship, Economics, Small Business, Financial Reporting, New Business Development
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's of Science in Business Administration, Finance
Greg Butz's Morgan Stanley Experience July 2006 - July 2010
Job Partner and Senior Analyst at Asymmetry Global Healthcare
Industry Investment Management
Experience
Asymmetry Global Healthcare November 2012 - Present
Credit Suisse August 2010 - November 2012
Morgan Stanley July 2006 - July 2010
Genentech June 2005 - August 2005
Bank of America May 2002 - May 2004
Robertson Stephens August 2000 - May 2002
Education
Tuck School of Business at Dartmouth
MBA
Williams College
BA
Asymmetry Global Healthcare November 2012 - Present
Credit Suisse August 2010 - November 2012
Morgan Stanley July 2006 - July 2010
Genentech June 2005 - August 2005
Bank of America May 2002 - May 2004
Robertson Stephens August 2000 - May 2002
Education
Tuck School of Business at Dartmouth
MBA
Williams College
BA
Carol Ogilvie's Morgan Stanley Experience September 2003 - June 2006
Job Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2011 - Present
Merrill Lynch July 2006 - April 2008
Morgan Stanley September 2003 - June 2006
Wells Fargo 1976 - 2003
Education
The Ohio State University
California Bank & Trust July 2011 - Present
Merrill Lynch July 2006 - April 2008
Morgan Stanley September 2003 - June 2006
Wells Fargo 1976 - 2003
Education
The Ohio State University
David Swank's Morgan Stanley Experience 2004 - 2008
Job President, Chief Investment Officer, CoFounder at Hood River Capital Management
Industry Investment Management
Experience
Hood River Capital Management February 2013 - Present
Roxbury Capital Management March 2009 - April 2013
GMT Capital 2008 - 2009
Morgan Stanley 2004 - 2008
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Equity Research, Investment Strategies
Education
Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
Bachelor's degree, Commerce
Hood River Capital Management February 2013 - Present
Roxbury Capital Management March 2009 - April 2013
GMT Capital 2008 - 2009
Morgan Stanley 2004 - 2008
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Equity Research, Investment Strategies
Education
Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
Bachelor's degree, Commerce
Flordeliz Herrera's Morgan Stanley Experience October 2007 - June 2008
Job Software Engineer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch November 2009 - November 2011
UBS October 2008 - July 2009
Morgan Stanley October 2007 - June 2008
PFPC May 2005 - October 2007
Verizon November 2004 - April 2005
Prudential Financial January 2004 - October 2004
Business Software Solutios (BSS) October 2003 - December 2003
PFPC July 2003 - September 2003
Prudential Securities November 1997 - December 2002
Solidbank Corp. November 1993 - October 1997
Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF
Education
The Philippine Women's University 1987 — 1991
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch November 2009 - November 2011
UBS October 2008 - July 2009
Morgan Stanley October 2007 - June 2008
PFPC May 2005 - October 2007
Verizon November 2004 - April 2005
Prudential Financial January 2004 - October 2004
Business Software Solutios (BSS) October 2003 - December 2003
PFPC July 2003 - September 2003
Prudential Securities November 1997 - December 2002
Solidbank Corp. November 1993 - October 1997
Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF
Education
The Philippine Women's University 1987 — 1991
Bachelor of Science (BS), Computer Science
Gerald Lewis, Jr.'s Morgan Stanley Experience September 2004 - June 2005
Job Finance Associate at JPMorganChase
Industry Financial Services
Experience
JPMorganChase July 2008 - Present
Deloitte July 2006 - July 2008
Morgan Stanley September 2004 - June 2005
Education
The Ohio State University 2004 — 2008
JPMorganChase July 2008 - Present
Deloitte July 2006 - July 2008
Morgan Stanley September 2004 - June 2005
Education
The Ohio State University 2004 — 2008
Richard Czyzynski's Morgan Stanley Experience 2006 - 2012
Job Managing Director at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group April 2012 - Present
Morgan Stanley 2006 - 2012
Visible Markets 2000 - 2001
McDonald & Co 1985 - 1997
Skills
Sales, Sales Management
Education
The Ohio State University
Bachelor of Science (B.S.), Finance, General
CRT Capital Group April 2012 - Present
Morgan Stanley 2006 - 2012
Visible Markets 2000 - 2001
McDonald & Co 1985 - 1997
Skills
Sales, Sales Management
Education
The Ohio State University
Bachelor of Science (B.S.), Finance, General
Jim Elsass's Morgan Stanley Experience February 1998 - August 1999
Job Senior Associate, Enterprise Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - March 2015
BB&T Investment Services, Inc. December 2002 - July 2013
Fifth Third Bank August 2001 - December 2002
Credit Suisse August 1999 - August 2001
Morgan Stanley February 1998 - August 1999
Skills
Series 7, 24, 31, 53,...
Education
The Ohio State University
TIAA-CREF August 2013 - March 2015
BB&T Investment Services, Inc. December 2002 - July 2013
Fifth Third Bank August 2001 - December 2002
Credit Suisse August 1999 - August 2001
Morgan Stanley February 1998 - August 1999
Skills
Series 7, 24, 31, 53,...
Education
The Ohio State University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS