Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Jack Walter Jack Walter's Morgan Stanley Experience August 2014 - December 2014
Job Summer Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors May 2015 - Present
Morgan Stanley August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Benchmark Bank June 2013 - July 2013
Skills
Corporate Finance, Microsoft Excel, Bloomberg Terminal, Banking, Economics, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, Windows, Public Speaking, Financial Analysis, Business Strategy, Social Media, HTML, Market Research, Java
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts, Business/Managerial Economics
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Minor, Finance and Financial Management Services
Dimensional Fund Advisors May 2015 - Present
Morgan Stanley August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Benchmark Bank June 2013 - July 2013
Skills
Corporate Finance, Microsoft Excel, Bloomberg Terminal, Banking, Economics, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, Windows, Public Speaking, Financial Analysis, Business Strategy, Social Media, HTML, Market Research, Java
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts, Business/Managerial Economics
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Minor, Finance and Financial Management Services
Stephen Sparkes Stephen Sparkes's Morgan Stanley Experience May 2000 - September 2013
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Incapture Technologies June 2014 - June 2015
Morgan Stanley May 2000 - September 2013
Barclays Capital 1998 - 2000
Credit Suisse October 1991 - October 1998
Salomon Brothers 1989 - 1991
Logica 1985 - 1989
Skills
Technology Management, Risk Management, Organizational..., Market Data, Project Management, Leadership, Program Management, Governance, Fixed Income, Investment Banking, Vendor Management, Management, Business Analysis, Software Development, Equities, IT Management, SDLC, Enterprise Architecture, Capital Markets, Project Portfolio..., Integration, Financial Risk, Financial Services, Operational Risk..., IT Strategy, Change Management, CRM, Enterprise Software, Business Continuity, Analysis, Banking, Trading Systems, Operational Risk, Infrastructure, Executive Management
Education
The University of Stirling 1981 — 1985
Bachelor's degree, Computer Science and Accountancy
Bank of America July 2015 - Present
Incapture Technologies June 2014 - June 2015
Morgan Stanley May 2000 - September 2013
Barclays Capital 1998 - 2000
Credit Suisse October 1991 - October 1998
Salomon Brothers 1989 - 1991
Logica 1985 - 1989
Skills
Technology Management, Risk Management, Organizational..., Market Data, Project Management, Leadership, Program Management, Governance, Fixed Income, Investment Banking, Vendor Management, Management, Business Analysis, Software Development, Equities, IT Management, SDLC, Enterprise Architecture, Capital Markets, Project Portfolio..., Integration, Financial Risk, Financial Services, Operational Risk..., IT Strategy, Change Management, CRM, Enterprise Software, Business Continuity, Analysis, Banking, Trading Systems, Operational Risk, Infrastructure, Executive Management
Education
The University of Stirling 1981 — 1985
Bachelor's degree, Computer Science and Accountancy
Lauren Majkowski Lauren Majkowski's Morgan Stanley Experience May 2005 - May 2007
Job Family services
Industry Individual & Family Services
Experience
AmTrust North America June 2013 - December 2014
Dr. Kathryn Pifer D.O. P.A.'s Office January 2013 - June 2013
Chase/Davis Household August 2010 - October 2012
Gaylord Entertainment May 2007 - June 2009
Morgan Stanley May 2005 - May 2007
Education
The University of Texas at Arlington 2005 — 2009
Bachelor of Arts (BA), Psychology
AmTrust North America June 2013 - December 2014
Dr. Kathryn Pifer D.O. P.A.'s Office January 2013 - June 2013
Chase/Davis Household August 2010 - October 2012
Gaylord Entertainment May 2007 - June 2009
Morgan Stanley May 2005 - May 2007
Education
The University of Texas at Arlington 2005 — 2009
Bachelor of Arts (BA), Psychology
Steve Gatlin Steve Gatlin's Morgan Stanley Experience July 1994 - September 2001
Job First Vice President, Financial Advisor
Industry Financial Services
Experience
UBS Financial Services September 2001 - Present
Morgan Stanley July 1994 - September 2001
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Estate Planning, Financial Planners
Education
The University of Tennessee at Chattanooga 1979 — 1982
BS, Political Science
UBS Financial Services September 2001 - Present
Morgan Stanley July 1994 - September 2001
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Estate Planning, Financial Planners
Education
The University of Tennessee at Chattanooga 1979 — 1982
BS, Political Science
Catherine Anne Prideaux Catherine Anne Prideaux's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - August 2015
Christie's July 2014 - August 2014
Denison Development & Construction May 2014 - June 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Project Management, Leadership, Financial Modeling, Teamwork, Financial Analysis, R, Case Studies, Investment Banking, Oil & Gas
Education
The University of Texas at Austin 2012 — 2016
Plan II Honors and Business Honors Program, Plan II Honors & Business Honors Program
Westlake High School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Christie's July 2014 - August 2014
Denison Development & Construction May 2014 - June 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Project Management, Leadership, Financial Modeling, Teamwork, Financial Analysis, R, Case Studies, Investment Banking, Oil & Gas
Education
The University of Texas at Austin 2012 — 2016
Plan II Honors and Business Honors Program, Plan II Honors & Business Honors Program
Westlake High School 2008 — 2012
Jeanette Gamble Jeanette Gamble's Morgan Stanley Experience October 2000 - Present
Job Global Head of Teradata/Greenplum/MQ/Autosys and DB Product MGT for Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2000 - Present
The French Culinary Institute 2011 - 2012
Skills
Crisis Management, Production Management, ITIL, Teradata, Operations Management, Change Management, Incident Management, Incident Analysis, Data Center, Building Relationships, Social Networking, Equities, Fixed Income, Operations, Corporate Finance, Problem Solving, Problem Analysis, Metrics, Performance Management, Integration, Software Implementation, Hardware Installation, IBM Mainframe, IBM, Vendor Management, Internal Communications, Technical Presentations, Customer Presentations, Project Planning, Project Execution, Team Building, Team Leadership, Team Spirit, Web Design, Hiring, Innovation, Knowledge Management, Negotiation, Outsourcing, Security, Troubleshooting, User Interface, Wordpress, Project Management, Business Strategy, Budget, Customer Service, Data Warehousing, Big Data, Sybase
Education
The University of Manchester 1997 — 2000
Bachelor's degree, Computer and Information Sciences and Support Services
Collegiate Grammar School Enniskillen 1996 — 1997
A-Levels, Economics, Geography and History of Art
Morgan Stanley October 2000 - Present
The French Culinary Institute 2011 - 2012
Skills
Crisis Management, Production Management, ITIL, Teradata, Operations Management, Change Management, Incident Management, Incident Analysis, Data Center, Building Relationships, Social Networking, Equities, Fixed Income, Operations, Corporate Finance, Problem Solving, Problem Analysis, Metrics, Performance Management, Integration, Software Implementation, Hardware Installation, IBM Mainframe, IBM, Vendor Management, Internal Communications, Technical Presentations, Customer Presentations, Project Planning, Project Execution, Team Building, Team Leadership, Team Spirit, Web Design, Hiring, Innovation, Knowledge Management, Negotiation, Outsourcing, Security, Troubleshooting, User Interface, Wordpress, Project Management, Business Strategy, Budget, Customer Service, Data Warehousing, Big Data, Sybase
Education
The University of Manchester 1997 — 2000
Bachelor's degree, Computer and Information Sciences and Support Services
Collegiate Grammar School Enniskillen 1996 — 1997
A-Levels, Economics, Geography and History of Art
Jessica Flores's Morgan Stanley Experience 2002 - 2005
Job Founder & CEO of Belles Organics, Inc.
Industry Wine and Spirits
Experience
Belles Organics, Inc. 2012 - Present
Fiduciary Compliance Center, LLC March 2009 - February 2014
Fiduciary Risk Management, LLC, Subsidiary of Habif, Arogeti & Wynn LLP 2007 - 2009
Principal Financial Group August 2005 - September 2006
Morgan Stanley 2002 - 2005
Skills
Investigations, Litigation Consulting, Expert Witness Services, Compliance, Retirement, Auditing, Employee Benefits, Financial Services, Retirement Plan..., Private Investigations, Retirement Planning, Financial Advisory, Investment Advisory, Mutual Funds, Management, Strategic Financial..., 401k
Education
University of Louisiana at Monroe 1999 — 2002
Finance
The University of Texas at Arlington 1997 — 1999
Finance
University of South Carolina-Sumter 1994 — 1996
Accounting & Business Law
Hillcrest High School - Dalzell, SC 1994 — 1996
Dual Enrolled
Belles Organics, Inc. 2012 - Present
Fiduciary Compliance Center, LLC March 2009 - February 2014
Fiduciary Risk Management, LLC, Subsidiary of Habif, Arogeti & Wynn LLP 2007 - 2009
Principal Financial Group August 2005 - September 2006
Morgan Stanley 2002 - 2005
Skills
Investigations, Litigation Consulting, Expert Witness Services, Compliance, Retirement, Auditing, Employee Benefits, Financial Services, Retirement Plan..., Private Investigations, Retirement Planning, Financial Advisory, Investment Advisory, Mutual Funds, Management, Strategic Financial..., 401k
Education
University of Louisiana at Monroe 1999 — 2002
Finance
The University of Texas at Arlington 1997 — 1999
Finance
University of South Carolina-Sumter 1994 — 1996
Accounting & Business Law
Hillcrest High School - Dalzell, SC 1994 — 1996
Dual Enrolled
Tony Steffan, CFP® Tony Steffan, CFP®'s Morgan Stanley Experience December 1993 - November 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley December 1993 - November 2008
Education
The University of New Mexico 1988 — 1992
UBS November 2008 - Present
Morgan Stanley December 1993 - November 2008
Education
The University of New Mexico 1988 — 1992
Amy Imus, CPA's Morgan Stanley Experience January 2013 - June 2013
Job Tax Consultant at Deloitte
Industry Financial Services
Experience
Deloitte October 2014 - Present
Deloitte June 2013 - September 2013
Morgan Stanley January 2013 - June 2013
Leader Creek Fisheries June 2012 - July 2012
Morgan Stanley Smith Barney July 2011 - June 2012
Starbucks February 2010 - September 2010
Skills
Tax, Financial Modeling, Wealth Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Finance, QuickBooks, Financial Reporting, Auditing, Financial Accounting
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Master's degree, Taxation
University of Washington, Michael G. Foster School of Business 2010 — 2013
Bachelor of Arts (BA), Accounting
The University of Manchester 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Deloitte October 2014 - Present
Deloitte June 2013 - September 2013
Morgan Stanley January 2013 - June 2013
Leader Creek Fisheries June 2012 - July 2012
Morgan Stanley Smith Barney July 2011 - June 2012
Starbucks February 2010 - September 2010
Skills
Tax, Financial Modeling, Wealth Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Finance, QuickBooks, Financial Reporting, Auditing, Financial Accounting
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Master's degree, Taxation
University of Washington, Michael G. Foster School of Business 2010 — 2013
Bachelor of Arts (BA), Accounting
The University of Manchester 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Malak Garcia Malak Garcia's Morgan Stanley Experience June 2001 - February 2006
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Morgan Stanley June 2001 - February 2006
Merrill Lynch February 1999 - June 2001
Skills
Series 7, Uniform Combined State...
Education
The University of Texas at Austin
Merrill Lynch February 2006 - Present
Morgan Stanley June 2001 - February 2006
Merrill Lynch February 1999 - June 2001
Skills
Series 7, Uniform Combined State...
Education
The University of Texas at Austin
Dean Long's Morgan Stanley Experience October 1992 - August 2005
Job Business Coach....helping overwhelmed professionals sift through the "noise"
Industry Professional Training & Coaching
Experience
Coach-to-Success, L.L.C. May 2007 - Present
Heartland Coaches Association January 2010 - December 2010
Austin Nichols Technical Search May 2006 - April 2007
High Pointe Financial Group September 2005 - May 2006
Morgan Stanley October 1992 - August 2005
RJN Environmental Associates December 1988 - October 1992
Skills
Change Management, Coaching, Organizational..., Small Business, Leadership Development, Mentoring, Public Speaking, Sales Management, Social Media, Team Building, Entrepreneurship, Customer Service, Sales, Business Strategy, Executive Coaching, Recruiting, Strategy, Project Planning, Negotiation, Project Management, Personal Development, Training, Team Leadership, New Business Development, Management, Strategic Planning, Leadership, Business Planning, Business Coaching, Networking, Organizational..., CRM, Career Counseling, Career Development, Employee Training, Management Consulting, Consulting, Executive Development, Emotional Intelligence, Career Management, Business Networking, Staff Development, Organizational..., Conflict Resolution, Time Management, Training Delivery, Entrepreneur, Customer Relations, Motivational Speaking, Job Coaching
Education
The University of Kansas 1974 — 1978
Bachelors of Science, Civil Engineering
Coach-to-Success, L.L.C. May 2007 - Present
Heartland Coaches Association January 2010 - December 2010
Austin Nichols Technical Search May 2006 - April 2007
High Pointe Financial Group September 2005 - May 2006
Morgan Stanley October 1992 - August 2005
RJN Environmental Associates December 1988 - October 1992
Skills
Change Management, Coaching, Organizational..., Small Business, Leadership Development, Mentoring, Public Speaking, Sales Management, Social Media, Team Building, Entrepreneurship, Customer Service, Sales, Business Strategy, Executive Coaching, Recruiting, Strategy, Project Planning, Negotiation, Project Management, Personal Development, Training, Team Leadership, New Business Development, Management, Strategic Planning, Leadership, Business Planning, Business Coaching, Networking, Organizational..., CRM, Career Counseling, Career Development, Employee Training, Management Consulting, Consulting, Executive Development, Emotional Intelligence, Career Management, Business Networking, Staff Development, Organizational..., Conflict Resolution, Time Management, Training Delivery, Entrepreneur, Customer Relations, Motivational Speaking, Job Coaching
Education
The University of Kansas 1974 — 1978
Bachelors of Science, Civil Engineering
David Griffith's Morgan Stanley Experience September 1995 - February 2000
Job Chief Financial Officer at Love Culture Inc.
Industry Financial Services
Experience
Love Culture Inc July 2012 - Present
Roth Capital Partners July 2010 - June 2012
ICR March 2005 - July 2010
Compagnie Financiere Tradition November 2003 - March 2005
Morgan Stanley September 1995 - February 2000
Kellwood Company September 1992 - September 1995
Arthur Andersen LLP June 1986 - September 1992
Education
University of Kansas 1982 — 1986
Bachelor of Science, Accounting and Business Administration
Love Culture Inc July 2012 - Present
Roth Capital Partners July 2010 - June 2012
ICR March 2005 - July 2010
Compagnie Financiere Tradition November 2003 - March 2005
Morgan Stanley September 1995 - February 2000
Kellwood Company September 1992 - September 1995
Arthur Andersen LLP June 1986 - September 1992
Education
University of Kansas 1982 — 1986
Bachelor of Science, Accounting and Business Administration
John H. Moore III's Morgan Stanley Experience April 2003 - April 2008
Job VIce President of Investments
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
UBS Wealth Management April 2008 - November 2014
Morgan Stanley April 2003 - April 2008
Ernst & Young 1994 - 1999
North Texas Bancshares June 1989 - June 1993
Education
The University of Texas at Arlington 1989 — 1993
BBA, Accounting
Wells Fargo Advisors November 2014 - Present
UBS Wealth Management April 2008 - November 2014
Morgan Stanley April 2003 - April 2008
Ernst & Young 1994 - 1999
North Texas Bancshares June 1989 - June 1993
Education
The University of Texas at Arlington 1989 — 1993
BBA, Accounting
Freddie Reminder Freddie Reminder's Morgan Stanley Experience September 2005 - March 2015
Job High Net Worth Lending
Industry Financial Services
Experience
Morgan Stanley September 2005 - March 2015
Citimortgage,Inc March 2003 - August 2005
Citimortgage, Inc September 1995 - February 2003
Skills
Wealth Management, Retirement Planning, Private Banking, Investments, Uniform Combined State..., Portfolio Management, Mutual Funds, Credit, Strategic Financial..., Asset Allocation, Equities, Mortgage Lending, Banking, Series 65, Securities, Loans, Investment Advisory, Retirement, Finance, Relationship Management, Alternative Investments, FINRA
Education
The University of Texas at Arlington
Business Administration and Management, General
Morgan Stanley September 2005 - March 2015
Citimortgage,Inc March 2003 - August 2005
Citimortgage, Inc September 1995 - February 2003
Skills
Wealth Management, Retirement Planning, Private Banking, Investments, Uniform Combined State..., Portfolio Management, Mutual Funds, Credit, Strategic Financial..., Asset Allocation, Equities, Mortgage Lending, Banking, Series 65, Securities, Loans, Investment Advisory, Retirement, Finance, Relationship Management, Alternative Investments, FINRA
Education
The University of Texas at Arlington
Business Administration and Management, General
Thomas Thurmond Thomas Thurmond's Morgan Stanley Experience January 2001 - July 2007
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2007 - Present
Morgan Stanley January 2001 - July 2007
Morgan Stanley January 1997 - January 2001
Dean Witter Reynolds Inc. January 1990 - January 1997
Dean Witter Reynolds Inc. April 1985 - January 1990
Skills
Listening to Client..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial...
Education
The University of Memphis 1968 — 1972
BSCE, Civil Engineering, Cum Laude
Memphis Central High 1965 — 1968
Diploma, Science & Math, 3.65
UBS July 2007 - Present
Morgan Stanley January 2001 - July 2007
Morgan Stanley January 1997 - January 2001
Dean Witter Reynolds Inc. January 1990 - January 1997
Dean Witter Reynolds Inc. April 1985 - January 1990
Skills
Listening to Client..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial...
Education
The University of Memphis 1968 — 1972
BSCE, Civil Engineering, Cum Laude
Memphis Central High 1965 — 1968
Diploma, Science & Math, 3.65
Joseph Olvera's Morgan Stanley Experience September 2008 - June 2012
Job Mortgage Underwriter at Capital One Home Loans
Industry Financial Services
Experience
Capital One Home Loans September 2012 - April 2014
Recovco Mortgage Management June 2012 - August 2012
Morgan Stanley September 2008 - June 2012
Wells Fargo November 2010 - April 2011
Saxon Mortgage March 2008 - September 2008
Skills
Mortgage Underwriting, Credit Analysis, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Consumer Lending, Residential Mortgages, Underwriting, Refinance, Credit Risk, Risk Management, Loss Mitigation, Leadership, Mortgage Servicing
Education
The University of Texas at Arlington 2007 — 2015
Master of Business Administration (M.B.A.), Finance, General, Graduate (May 2013)
Capital One Home Loans September 2012 - April 2014
Recovco Mortgage Management June 2012 - August 2012
Morgan Stanley September 2008 - June 2012
Wells Fargo November 2010 - April 2011
Saxon Mortgage March 2008 - September 2008
Skills
Mortgage Underwriting, Credit Analysis, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Consumer Lending, Residential Mortgages, Underwriting, Refinance, Credit Risk, Risk Management, Loss Mitigation, Leadership, Mortgage Servicing
Education
The University of Texas at Arlington 2007 — 2015
Master of Business Administration (M.B.A.), Finance, General, Graduate (May 2013)
Bryan B. Colton Bryan B. Colton's Morgan Stanley Experience June 2004 - July 2005
Job Regional Director | Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo July 2013 - Present
Wells Fargo Securities February 2006 - July 2013
AssetMark Investment Services August 2005 - January 2006
Morgan Stanley June 2004 - July 2005
Skills
Series 7, Investments, Securities, Fixed Income, Wealth Management, Mutual Funds, Equities, Series 63, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Corporate Finance, Finance, Investment Advisory, Financial Services, Investment Management, FINRA, Cash Management, Treasury Management, Bonds
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Sir Francis Drake High School 1993 — 1997
Wells Fargo July 2013 - Present
Wells Fargo Securities February 2006 - July 2013
AssetMark Investment Services August 2005 - January 2006
Morgan Stanley June 2004 - July 2005
Skills
Series 7, Investments, Securities, Fixed Income, Wealth Management, Mutual Funds, Equities, Series 63, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Corporate Finance, Finance, Investment Advisory, Financial Services, Investment Management, FINRA, Cash Management, Treasury Management, Bonds
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Sir Francis Drake High School 1993 — 1997
Chris Seibert Chris Seibert's Morgan Stanley Experience 2002 - 2004
Job Lending Officer at Bank of the West
Industry Banking
Experience
Bank of the West May 2007 - Present
Fourth Fleet Financial June 2004 - March 2007
Morgan Stanley 2002 - 2004
SunCom Wireless 2000 - 2002
The CIT Group (Newcourt Financial) 1998 - 2000
Skills
Credit, Financial Analysis, Banking, Credit Analysis, Credit Risk, Finance, Loans, Investments, Portfolio Management, Management
Education
The University of Texas at Arlington 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of the West May 2007 - Present
Fourth Fleet Financial June 2004 - March 2007
Morgan Stanley 2002 - 2004
SunCom Wireless 2000 - 2002
The CIT Group (Newcourt Financial) 1998 - 2000
Skills
Credit, Financial Analysis, Banking, Credit Analysis, Credit Risk, Finance, Loans, Investments, Portfolio Management, Management
Education
The University of Texas at Arlington 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Abdullah Konte Abdullah Konte's Morgan Stanley Experience January 2014 - May 2014
Job Staff Accountant at Emerging Capital Partners
Industry Accounting
Experience
Emerging Capital Partners May 2014 - Present
Morgan Stanley January 2014 - May 2014
Mountain States Insurance Group September 2011 - January 2014
UPS March 2009 - August 2011
Albuquerque Isotopes January 2008 - January 2009
Skills
Invoicing, Microsoft Office, Marketing, Accounts Receivable, Finance, Accounting, General Ledger, Financial Statements, Financial Analysis, Insurance, Access, Financial Reporting, Process Improvement, Risk Management, Analysis, Microsoft Excel
Education
The University of New Mexico 2006 — 2011
B.A. Bachelors of Arts Degree, Business Administration & Accounting
Emerging Capital Partners May 2014 - Present
Morgan Stanley January 2014 - May 2014
Mountain States Insurance Group September 2011 - January 2014
UPS March 2009 - August 2011
Albuquerque Isotopes January 2008 - January 2009
Skills
Invoicing, Microsoft Office, Marketing, Accounts Receivable, Finance, Accounting, General Ledger, Financial Statements, Financial Analysis, Insurance, Access, Financial Reporting, Process Improvement, Risk Management, Analysis, Microsoft Excel
Education
The University of New Mexico 2006 — 2011
B.A. Bachelors of Arts Degree, Business Administration & Accounting
Weylin Proctor Weylin Proctor's Morgan Stanley Experience December 2001 - September 2003
Job Deputy with the Bernalillo County Sheriff's Department
Industry Law Enforcement
Experience
Bernalillo County Sheriff's Department May 2005 - Present
Wells Fargo Financial Retail Service, Inc. September 2003 - May 2005
Morgan Stanley December 2001 - September 2003
Skills
Teaching, Teacher Training, Youth At Risk, Training, Training & Development, Leadership, Finance, Training Program..., Leadership Training, Leadership Development, Law Enforcement, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Program Management, Personal Financial..., College Football, Football Coaching
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General and Organizational Behavior, 4.0 GPA (current)
The University of New Mexico 1997 — 2000
Bachelor's Degree, Criminology
Bernalillo County Sheriff's Department May 2005 - Present
Wells Fargo Financial Retail Service, Inc. September 2003 - May 2005
Morgan Stanley December 2001 - September 2003
Skills
Teaching, Teacher Training, Youth At Risk, Training, Training & Development, Leadership, Finance, Training Program..., Leadership Training, Leadership Development, Law Enforcement, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Program Management, Personal Financial..., College Football, Football Coaching
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General and Organizational Behavior, 4.0 GPA (current)
The University of New Mexico 1997 — 2000
Bachelor's Degree, Criminology
Jordon Cutler's Morgan Stanley Experience December 2010 - July 2015
Job Sales/Customer Experience at Cole Wire
Industry Consumer Services
Experience
Cole Wire July 2015 - Present
Morgan Stanley December 2010 - July 2015
National City Bank/PNC Bank January 2003 - December 2010
AT&T January 2000 - January 2003
Alcoa January 1998 - January 2000
Anixter January 1996 - January 1998
Skills
Maintaining Strong..., Customer Experience, Customer Satisfaction, High Level Problem..., Sales, Business Development, Customer Service, Leadership, New Business Development, Strategy, Strategic Planning, Management, Loans, Marketing, CRM, Direct Sales, Training, Sales Management, Selling, Cold Calling, Product Development, Account Management, Cross Functional Team..., Technical Training, Web Design, Customer Relations, Catalog Layout, Project Management, Team Building, Team Leadership, Banking, Marketing Strategy, Sales Operations, Negotiation
Education
University of Kansas
Bachelor's Degree, Liberal Arts/Marketing
Cole Wire July 2015 - Present
Morgan Stanley December 2010 - July 2015
National City Bank/PNC Bank January 2003 - December 2010
AT&T January 2000 - January 2003
Alcoa January 1998 - January 2000
Anixter January 1996 - January 1998
Skills
Maintaining Strong..., Customer Experience, Customer Satisfaction, High Level Problem..., Sales, Business Development, Customer Service, Leadership, New Business Development, Strategy, Strategic Planning, Management, Loans, Marketing, CRM, Direct Sales, Training, Sales Management, Selling, Cold Calling, Product Development, Account Management, Cross Functional Team..., Technical Training, Web Design, Customer Relations, Catalog Layout, Project Management, Team Building, Team Leadership, Banking, Marketing Strategy, Sales Operations, Negotiation
Education
University of Kansas
Bachelor's Degree, Liberal Arts/Marketing
John R Cloak John R Cloak's Morgan Stanley Experience 1983 - 2005
Job Cloak Advisors/President
Industry Investment Management
Experience
Cloak Advisors LLC 2005 - Present
Morgan Stanley 1983 - 2005
Skills
Hedge Funds, Brokerage, Investment Advisory, Equities, Alternative Investments, ETFs, Investment Strategies, Bonds, FINRA, Series 7, Real Estate Economics, Mutual Funds, Securities, Series 63, Asset Management, Trading Strategies, Equity Trading, Retirement Planning, Managed Futures
Education
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1980
BBA, Financial Management
St. Pius X 1971 — 1975
Highschool
Cloak Advisors LLC 2005 - Present
Morgan Stanley 1983 - 2005
Skills
Hedge Funds, Brokerage, Investment Advisory, Equities, Alternative Investments, ETFs, Investment Strategies, Bonds, FINRA, Series 7, Real Estate Economics, Mutual Funds, Securities, Series 63, Asset Management, Trading Strategies, Equity Trading, Retirement Planning, Managed Futures
Education
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1980
BBA, Financial Management
St. Pius X 1971 — 1975
Highschool
Rachael Flance Rachael Flance's Morgan Stanley Experience 2002 - 2007
Job Realtor Coldwell Banker Legacy
Industry Real Estate
Experience
Coldwell Banker Legacy September 2007 - Present
Morgan Stanley 2002 - 2007
Skills
New Home Sales, Short Sales, Sellers, Listings, First Time Home Buyers
Education
The University of New Mexico
Coldwell Banker Legacy September 2007 - Present
Morgan Stanley 2002 - 2007
Skills
New Home Sales, Short Sales, Sellers, Listings, First Time Home Buyers
Education
The University of New Mexico
Shannon (Gorman) Vizza's Morgan Stanley Experience July 1996 - February 1998
Job Human Resources Professional
Industry Human Resources
Experience
Lehman Brothers March 2003 - May 2005
Merrill Lynch March 2000 - March 2003
Merrill Lynch March 1998 - March 2000
Morgan Stanley July 1996 - February 1998
Skills
Human Resources, Equities, PeopleSoft, Employee Benefits, Benefits Administration, HRIS, Finance, Business Process, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of New Mexico 1989 — 1994
Bachelor's Degree, Accounting and Financial Management
Lehman Brothers March 2003 - May 2005
Merrill Lynch March 2000 - March 2003
Merrill Lynch March 1998 - March 2000
Morgan Stanley July 1996 - February 1998
Skills
Human Resources, Equities, PeopleSoft, Employee Benefits, Benefits Administration, HRIS, Finance, Business Process, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of New Mexico 1989 — 1994
Bachelor's Degree, Accounting and Financial Management
Chris Ball Chris Ball's Morgan Stanley Experience 2001 - 2001
Job VP of Engineering at FlightCar
Industry Computer Software
Experience
Recurse Center (formerly Hacker School) April 2015 - July 2015
FlightCar June 2013 - April 2015
One Laptop Per Child February 2009 - June 2013
One Laptop Per Child October 2006 - February 2009
Netcraft August 2005 - October 2006
University of Cambridge August 2003 - August 2005
Morgan Stanley 2001 - 2001
Skills
Open Source, Python, Linux, Linux Kernel, C, Git, Software Engineering, Operating Systems, Device Drivers, ARM, Embedded Systems, Meteor, Shell Scripting, Embedded Linux, Django, Free Software, Software Design, System Architecture, Programming
Education
The University of Manchester 2000 — 2003
BSc (Hons), Computation
Recurse Center (formerly Hacker School) April 2015 - July 2015
FlightCar June 2013 - April 2015
One Laptop Per Child February 2009 - June 2013
One Laptop Per Child October 2006 - February 2009
Netcraft August 2005 - October 2006
University of Cambridge August 2003 - August 2005
Morgan Stanley 2001 - 2001
Skills
Open Source, Python, Linux, Linux Kernel, C, Git, Software Engineering, Operating Systems, Device Drivers, ARM, Embedded Systems, Meteor, Shell Scripting, Embedded Linux, Django, Free Software, Software Design, System Architecture, Programming
Education
The University of Manchester 2000 — 2003
BSc (Hons), Computation
Jeffrey LaVere Jeffrey LaVere's Morgan Stanley Experience February 1995 - December 1997
Job Senior Director, Business Development at BeechNut Nutrition Corporation
Industry Food Production
Experience
Beech-Nut Nutrition Company November 2012 - October 2014
Beech-Nut Nutrition Company September 2009 - November 2012
Hero May 2008 - September 2009
Home Products International - North America, Inc. October 2007 - May 2008
H Brown Consulting January 2006 - October 2007
Thermos L.L.C. August 2003 - December 2005
Wilton Brands October 2000 - August 2003
Wilton Brands October 1999 - October 2000
Wilton Brands December 1997 - October 1999
Morgan Stanley February 1995 - December 1997
Skills
Consumer Products, Consumer Insight, Sales Management, P&L Management, Cross-functional Team..., Business Strategy, New Business Development, Process Improvement, Team Building, Trade Marketing, Competitive Analysis, Forecasting, Product Launch, Creative Merchandising, Budgets, Build Strong Teams, Sales Operations, Project Planning, Key Account..., Negotiation, B2B, Private Label, Market Planning, Situational Leadership, Product Development
Education
The University of Kansas 1986 — 1987
Military and International Operational Law
University of Tampa 1981 — 1984
Bachelor of Arts (B.A.)
University of South Florida 1980 — 1981
Beech-Nut Nutrition Company November 2012 - October 2014
Beech-Nut Nutrition Company September 2009 - November 2012
Hero May 2008 - September 2009
Home Products International - North America, Inc. October 2007 - May 2008
H Brown Consulting January 2006 - October 2007
Thermos L.L.C. August 2003 - December 2005
Wilton Brands October 2000 - August 2003
Wilton Brands October 1999 - October 2000
Wilton Brands December 1997 - October 1999
Morgan Stanley February 1995 - December 1997
Skills
Consumer Products, Consumer Insight, Sales Management, P&L Management, Cross-functional Team..., Business Strategy, New Business Development, Process Improvement, Team Building, Trade Marketing, Competitive Analysis, Forecasting, Product Launch, Creative Merchandising, Budgets, Build Strong Teams, Sales Operations, Project Planning, Key Account..., Negotiation, B2B, Private Label, Market Planning, Situational Leadership, Product Development
Education
The University of Kansas 1986 — 1987
Military and International Operational Law
University of Tampa 1981 — 1984
Bachelor of Arts (B.A.)
University of South Florida 1980 — 1981
Maggie McVey Maggie McVey's Morgan Stanley Experience September 2008 - January 2010
Job Anchorage Capital Group
Industry Financial Services
Experience
Anchorage Capital Group, L.L.C. November 2014 - Present
Tough Mudder LLC October 2012 - May 2014
D'Marie Group, Inc. June 2012 - October 2012
Seattle Mariners September 2011 - June 2012
Starlight Children's Foundation January 2011 - April 2012
Morgan Stanley September 2008 - January 2010
Skills
Social Media, Management, Fundraising, CRM, Marketing, Event Planning, Microsoft Office, Public Speaking
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Bachelor's degree, Business, French
The University of Manchester 2010 — 2010
Business
Université Jean Moulin (Lyon III) 2010 — 2010
French Studies, International Economy
Anchorage Capital Group, L.L.C. November 2014 - Present
Tough Mudder LLC October 2012 - May 2014
D'Marie Group, Inc. June 2012 - October 2012
Seattle Mariners September 2011 - June 2012
Starlight Children's Foundation January 2011 - April 2012
Morgan Stanley September 2008 - January 2010
Skills
Social Media, Management, Fundraising, CRM, Marketing, Event Planning, Microsoft Office, Public Speaking
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Bachelor's degree, Business, French
The University of Manchester 2010 — 2010
Business
Université Jean Moulin (Lyon III) 2010 — 2010
French Studies, International Economy
Marian Booth Green Marian Booth Green's Morgan Stanley Experience 1997 - 2002
Job Store Manager at Follett Higher Education Group
Industry Retail
Experience
Follett Higher Education Group March 2013 - Present
Norwex February 2013 - Present
Chico's FAS 2012 - 2013
Chico's FAS Inc. June 2008 - June 2012
Financial Divorce Consultants 2002 - 2008
Morgan Stanley 1997 - 2002
Skills
Mediation, Selling, Merchandising, Customer Service..., Customer-focused Service, Customer-focused Selling, Supervising Others, Personnel Management, Store Management, Budget Monitoring, Budget Reconciliation, Public Speaking, Public Seminars, Multi-channel Marketing, Financial Analysis, Certified Divorce..., QDRO preparation, Planograms, Planogram execution, Holistic Financial..., Written Communication, Radio Presenting
Education
The University of Montana - School of Business Administration 1972 — 1977
B.A., Business Admin, Accounting
Follett Higher Education Group March 2013 - Present
Norwex February 2013 - Present
Chico's FAS 2012 - 2013
Chico's FAS Inc. June 2008 - June 2012
Financial Divorce Consultants 2002 - 2008
Morgan Stanley 1997 - 2002
Skills
Mediation, Selling, Merchandising, Customer Service..., Customer-focused Service, Customer-focused Selling, Supervising Others, Personnel Management, Store Management, Budget Monitoring, Budget Reconciliation, Public Speaking, Public Seminars, Multi-channel Marketing, Financial Analysis, Certified Divorce..., QDRO preparation, Planograms, Planogram execution, Holistic Financial..., Written Communication, Radio Presenting
Education
The University of Montana - School of Business Administration 1972 — 1977
B.A., Business Admin, Accounting
Robert Alexander Robert Alexander's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
KPMG, LLP October 2011 - January 2014
Office of the Comptroller of the Currency January 2006 - October 2011
NBCUniversal, Inc. June 2004 - August 2004
GE Capital June 2001 - August 2003
Skills
Financial Risk, Risk Management, Enterprise Risk..., Internal Controls, Risk Based Testing, Internal Audit, Credit Risk, Dodd-Frank, Series 7, Banking, Financial Services, Securities, Risk Assessment, Corporate Governance, Financial Analysis, Commercial Banking, Credit Analysis, Risk Consulting, Auditing, Bank Secrecy Act, Compliance Testing, Suspicious Activity..., Anti Money Laundering, Governance, Capital Markets, AML, Credit, Financial Institutions, Investment Banking, Visio, Bank Examining, Management Consulting, Liquidity Risk, Interest Rate Risk..., Asset Management
Education
The University of Memphis 2001 — 2005
BBA, Finance
Morgan Stanley January 2014 - Present
KPMG, LLP October 2011 - January 2014
Office of the Comptroller of the Currency January 2006 - October 2011
NBCUniversal, Inc. June 2004 - August 2004
GE Capital June 2001 - August 2003
Skills
Financial Risk, Risk Management, Enterprise Risk..., Internal Controls, Risk Based Testing, Internal Audit, Credit Risk, Dodd-Frank, Series 7, Banking, Financial Services, Securities, Risk Assessment, Corporate Governance, Financial Analysis, Commercial Banking, Credit Analysis, Risk Consulting, Auditing, Bank Secrecy Act, Compliance Testing, Suspicious Activity..., Anti Money Laundering, Governance, Capital Markets, AML, Credit, Financial Institutions, Investment Banking, Visio, Bank Examining, Management Consulting, Liquidity Risk, Interest Rate Risk..., Asset Management
Education
The University of Memphis 2001 — 2005
BBA, Finance
Sid Garg Sid Garg's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - December 2014
Citi August 2011 - August 2014
Citi June 2010 - August 2010
IBM December 2005 - August 2009
GE May 2005 - August 2005
Skills
Bloomberg, Capital IQ, Factset, C++, Microsoft Office, Financial Modeling, Valuation, Analytics, Capital Markets, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin 2001 — 2005
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - December 2014
Citi August 2011 - August 2014
Citi June 2010 - August 2010
IBM December 2005 - August 2009
GE May 2005 - August 2005
Skills
Bloomberg, Capital IQ, Factset, C++, Microsoft Office, Financial Modeling, Valuation, Analytics, Capital Markets, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin 2001 — 2005
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Glenn Murray Glenn Murray's Morgan Stanley Experience January 2001 - June 2005
Job Valstone Partners
Industry Investment Banking
Experience
MICA Entertainment August 2011 - Present
Valstone Partners June 2011 - Present
ITS Capital June 2010 - Present
GPM Holdings June 2005 - Present
Michigan Bureau of Investments January 2009 - December 2011
Little Caesars AAA hockey 1995 - 2011
Morgan Stanley January 2001 - June 2005
Smith Barney January 1995 - December 2000
Education
Wayne State University 1980 — 1983
Finance
University of Kansas 1979 — 1980
Finance
MICA Entertainment August 2011 - Present
Valstone Partners June 2011 - Present
ITS Capital June 2010 - Present
GPM Holdings June 2005 - Present
Michigan Bureau of Investments January 2009 - December 2011
Little Caesars AAA hockey 1995 - 2011
Morgan Stanley January 2001 - June 2005
Smith Barney January 1995 - December 2000
Education
Wayne State University 1980 — 1983
Finance
University of Kansas 1979 — 1980
Finance
Sean Udall Sean Udall's Morgan Stanley Experience October 1996 - August 2005
Job Chief Investment Officer at Quantum Trading Strategies
Industry Investment Management
Experience
Quantum Trading Strategies 2007 - Present
Minyanville Media, Inc. 2007 - Present
State Farm Insurance April 2007 - November 2011
Morgan Stanley October 1996 - August 2005
Visa March 1993 - March 1996
Skills
Portfolio Management, Stock Trading, Options Strategies, Equity Derivatives, Stock Valuation, Market Research, Risk Management, Economic Capital, Strategic Planning, Predictive Modeling, Writing, Currency, Options, Financial Modeling, Fixed Income, Technical Analysis, Database Design, Investments, Capital Markets, Asset Management, Emerging Trends, Valuation, Financial Analysis, Research, Business Strategy, M&A experience, Macroeconomics, Foreign Investment, Bloomberg, Strategic Thinking, Innovation Consulting, Future Trends, Trading System..., Asset Managment, Trading, Equities, Strategy, Investment Strategies, Finance, Hedging, Economics, Financial Markets, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Derivatives, Equity Research
Education
The University of Montana - School of Business Administration
Finance, Finance and Economics
Quantum Trading Strategies 2007 - Present
Minyanville Media, Inc. 2007 - Present
State Farm Insurance April 2007 - November 2011
Morgan Stanley October 1996 - August 2005
Visa March 1993 - March 1996
Skills
Portfolio Management, Stock Trading, Options Strategies, Equity Derivatives, Stock Valuation, Market Research, Risk Management, Economic Capital, Strategic Planning, Predictive Modeling, Writing, Currency, Options, Financial Modeling, Fixed Income, Technical Analysis, Database Design, Investments, Capital Markets, Asset Management, Emerging Trends, Valuation, Financial Analysis, Research, Business Strategy, M&A experience, Macroeconomics, Foreign Investment, Bloomberg, Strategic Thinking, Innovation Consulting, Future Trends, Trading System..., Asset Managment, Trading, Equities, Strategy, Investment Strategies, Finance, Hedging, Economics, Financial Markets, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Derivatives, Equity Research
Education
The University of Montana - School of Business Administration
Finance, Finance and Economics
Richard Crawford Richard Crawford's Morgan Stanley Experience March 2001 - February 2011
Job Sr. Vice President / Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley March 2001 - February 2011
RBC Wealth Management January 1976 - March 2001
Skills
Wealth Management, Retirement Planning, Asset Management
Education
The University of South Dakota 1979 — 1982
Master of Business Administration (MBA)
Wartburg College 1969 — 1971
Business Administration and Business Education
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley March 2001 - February 2011
RBC Wealth Management January 1976 - March 2001
Skills
Wealth Management, Retirement Planning, Asset Management
Education
The University of South Dakota 1979 — 1982
Master of Business Administration (MBA)
Wartburg College 1969 — 1971
Business Administration and Business Education
Nirmal (Nim) Patel MD MPH Nirmal (Nim) Patel MD MPH's Morgan Stanley Experience September 2014 - February 2015
Job chief medical officer
Industry Health, Wellness and Fitness
Experience
Morgan Stanley September 2014 - February 2015
HCMS Group January 2014 - June 2014
Cisco Systems February 2013 - December 2013
Cisco Systems February 2011 - January 2013
Norwalk Hospital Corporation January 2008 - September 2010
Goldman Sachs 2004 - 2007
Hewitt Associates 1997 - 2003
Skills
Healthcare, Training, Operations Management, CRM, Integration, Healthcare Information..., Leadership, Healthcare Management, Strategy
Education
Yale University School of Medicine 1993 — 1995
MPH, Preventative Health
The University of Manchester 1983 — 1989
MD, Medicine
Morgan Stanley September 2014 - February 2015
HCMS Group January 2014 - June 2014
Cisco Systems February 2013 - December 2013
Cisco Systems February 2011 - January 2013
Norwalk Hospital Corporation January 2008 - September 2010
Goldman Sachs 2004 - 2007
Hewitt Associates 1997 - 2003
Skills
Healthcare, Training, Operations Management, CRM, Integration, Healthcare Information..., Leadership, Healthcare Management, Strategy
Education
Yale University School of Medicine 1993 — 1995
MPH, Preventative Health
The University of Manchester 1983 — 1989
MD, Medicine
Maya Benayoun's Morgan Stanley Experience August 2014 - Present
Job Municipal Sales at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
JPMorgan Chase & Co. June 2011 - Present
Vanderbilt Athletics Department August 2009 - Present
The Nielsen Company- Nielsen Sports June 2010 - August 2010
Ramban Associates LLC June 2006 - July 2009
Skills
Advertising
Education
Vanderbilt University 2008 — 2012
Communication & Leadership, Financial Economics
The University of Queensland 2011 — 2011
Study Abroad
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
JPMorgan Chase & Co. June 2011 - Present
Vanderbilt Athletics Department August 2009 - Present
The Nielsen Company- Nielsen Sports June 2010 - August 2010
Ramban Associates LLC June 2006 - July 2009
Skills
Advertising
Education
Vanderbilt University 2008 — 2012
Communication & Leadership, Financial Economics
The University of Queensland 2011 — 2011
Study Abroad
Roy Caton Roy Caton's Morgan Stanley Experience May 1993 - April 1994
Job Financial Analyst
Industry Information Technology and Services
Experience
University of New Mexico Hospital May 2014 - Present
Albuquerque Public Schools August 2007 - August 2013
Albuquerque Public Schools January 2007 - May 2007
Farmers Insurance Company November 2004 - July 2006
Lovelace Health Plan October 2002 - July 2004
Sparton Technology, Inc October 1999 - September 2002
Sandia National Laboratories June 1998 - August 1999
University of New August 1996 - June 1997
Enterprise Rent-A July 1994 - July 1995
Morgan Stanley May 1993 - April 1994
Skills
Public Speaking, Customer Service, Analysis, Microsoft Office, Auditing, Accounting, Research, Editing, Cost Accounting, Cost Variance Analysis, Cost analysis, Financial Analysis, Manufacturing, Activity Based Costing, Routers, bills of materials, Bill of labor, ERP Software, Investments, Inventory Analysis, Cost Benefit, Microsoft Word, Curriculum Design, Microsoft Excel, Nonprofits, Bill of Materials, Teaching, PowerPoint
Education
Robert O. Anderson Schools of Management, University of New Mexico 1995 — 1997
Master, Business Administration; Financial Management and Production and Operations Management
The University of New Mexico 1995 — 1997
MBA, Finance, Accounting, Operations and Business, 4.0
Robert O. Anderson Schools of Management, University of New Mexico 1986 — 1992
Bachelor, Business Administration; Financial Management
University of New Mexico Hospital May 2014 - Present
Albuquerque Public Schools August 2007 - August 2013
Albuquerque Public Schools January 2007 - May 2007
Farmers Insurance Company November 2004 - July 2006
Lovelace Health Plan October 2002 - July 2004
Sparton Technology, Inc October 1999 - September 2002
Sandia National Laboratories June 1998 - August 1999
University of New August 1996 - June 1997
Enterprise Rent-A July 1994 - July 1995
Morgan Stanley May 1993 - April 1994
Skills
Public Speaking, Customer Service, Analysis, Microsoft Office, Auditing, Accounting, Research, Editing, Cost Accounting, Cost Variance Analysis, Cost analysis, Financial Analysis, Manufacturing, Activity Based Costing, Routers, bills of materials, Bill of labor, ERP Software, Investments, Inventory Analysis, Cost Benefit, Microsoft Word, Curriculum Design, Microsoft Excel, Nonprofits, Bill of Materials, Teaching, PowerPoint
Education
Robert O. Anderson Schools of Management, University of New Mexico 1995 — 1997
Master, Business Administration; Financial Management and Production and Operations Management
The University of New Mexico 1995 — 1997
MBA, Finance, Accounting, Operations and Business, 4.0
Robert O. Anderson Schools of Management, University of New Mexico 1986 — 1992
Bachelor, Business Administration; Financial Management
Nelson Jr Edmonds Nelson Jr Edmonds's Morgan Stanley Experience 2004 - 2005
Job Senior Lifeguard at Aquatic Center
Industry Recreational Facilities and Services
Experience
Los Alamos Commerce & Development Corporation October 2008 - Present
Big Rock Casino June 2007 - May 2008
MGM Grand January 2006 - June 2007
Morgan Stanley 2004 - 2005
Shift manager December 2002 - June 2004
Duel-Rate Dealer January 2001 - October 2002
Skills
Financial Advisory, Stock Management, Real Estate
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2005
BBA, Business Management
Los Alamos High School 1994 — 1997
High School Diploma, Basic
Los Alamos Commerce & Development Corporation October 2008 - Present
Big Rock Casino June 2007 - May 2008
MGM Grand January 2006 - June 2007
Morgan Stanley 2004 - 2005
Shift manager December 2002 - June 2004
Duel-Rate Dealer January 2001 - October 2002
Skills
Financial Advisory, Stock Management, Real Estate
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2005
BBA, Business Management
Los Alamos High School 1994 — 1997
High School Diploma, Basic
Denise Omar Denise Omar's Morgan Stanley Experience July 1987 - April 2008
Job Assistant Vice President at Banes Capital Group, LLC
Industry Financial Services
Experience
Banes Capital Group, LLC May 2008 - Present
Morgan Stanley July 1987 - April 2008
Q.I. Corporation 1984 - 1987
Skills
Financial Services, Series 7, Series 63, Brokerage, Fixed Income, Investment Advisory, Securities, Mutual Funds, Bonds, Institutional Investors, SBA, Broker-Dealer, New Account Management, Management, Human Resources, Microsoft Excel, Microsoft Word, Executive Positions, Microsoft Office, Institutional Sales, Retail, Office Management, Office Administration, Back Office, Client Relations Skills
Education
The University of Memphis
Business Management
Bartlett High School
yes, Business Management
Banes Capital Group, LLC May 2008 - Present
Morgan Stanley July 1987 - April 2008
Q.I. Corporation 1984 - 1987
Skills
Financial Services, Series 7, Series 63, Brokerage, Fixed Income, Investment Advisory, Securities, Mutual Funds, Bonds, Institutional Investors, SBA, Broker-Dealer, New Account Management, Management, Human Resources, Microsoft Excel, Microsoft Word, Executive Positions, Microsoft Office, Institutional Sales, Retail, Office Management, Office Administration, Back Office, Client Relations Skills
Education
The University of Memphis
Business Management
Bartlett High School
yes, Business Management
Andy Zager Andy Zager's Morgan Stanley Experience April 1997 - November 2008
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc November 2008 - Present
Morgan Stanley April 1997 - November 2008
Education
The University of Tennessee at Chattanooga 1988 — 1993
BS Marketing, Marketing and Finance
Riverside Military Academy 1984 — 1988
English
UBS Financial Services, Inc November 2008 - Present
Morgan Stanley April 1997 - November 2008
Education
The University of Tennessee at Chattanooga 1988 — 1993
BS Marketing, Marketing and Finance
Riverside Military Academy 1984 — 1988
English
Cameron Clark's Morgan Stanley Experience July 2005 - May 2006
Job Professional Tax Advisor & Tax Preparer
Industry Accounting
Experience
HD Vest October 2010 - Present
Clark Financial Services, LLC July 2009 - Present
Kubiak Melton & Associates, LLC March 2014 - November 2014
EverBank May 2009 - January 2010
Centaurus Financial Inc December 2006 - December 2009
Merrill Lynch May 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Skills
Tax Preparation, Quickbooks, Income Tax, Corporate Tax, Financial Planning, Financial Accounting, Banking, Insurance, Retirement, Tax, Securities, Series 7, Investments, Retirement Planning, Annuities, Wealth Management, Accounting, Mutual Funds, 401k, Budgeting, Portfolio Management, Microsoft Office, Investment Advisory, Customer Service, Strategic Financial..., Budgets, Business Planning, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Leadership, Small Business, Finance, Financial Planners, Start-ups, Financial Services, Strategy, Mortgage Lending, Estate Planning, Disability Insurance, Financial Advisory, Long-term Care, Wealth, Investment Strategies, Analysis, Asset Management, Life Insurance, Asset Allocation, Alternative Investments
Education
Central New Mexico Community College 2010 — 2011
CPA Certificate, Accounting
The University of New Mexico 1998 — 2005
BA, Economics
HD Vest October 2010 - Present
Clark Financial Services, LLC July 2009 - Present
Kubiak Melton & Associates, LLC March 2014 - November 2014
EverBank May 2009 - January 2010
Centaurus Financial Inc December 2006 - December 2009
Merrill Lynch May 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Skills
Tax Preparation, Quickbooks, Income Tax, Corporate Tax, Financial Planning, Financial Accounting, Banking, Insurance, Retirement, Tax, Securities, Series 7, Investments, Retirement Planning, Annuities, Wealth Management, Accounting, Mutual Funds, 401k, Budgeting, Portfolio Management, Microsoft Office, Investment Advisory, Customer Service, Strategic Financial..., Budgets, Business Planning, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Leadership, Small Business, Finance, Financial Planners, Start-ups, Financial Services, Strategy, Mortgage Lending, Estate Planning, Disability Insurance, Financial Advisory, Long-term Care, Wealth, Investment Strategies, Analysis, Asset Management, Life Insurance, Asset Allocation, Alternative Investments
Education
Central New Mexico Community College 2010 — 2011
CPA Certificate, Accounting
The University of New Mexico 1998 — 2005
BA, Economics
Christina Bauer-Dobias Christina Bauer-Dobias's Morgan Stanley Experience May 2002 - March 2004
Job Account Manager at HANYS Benefit Services
Industry Financial Services
Experience
HANYS October 2014 - Present
Cammack Retirement Group June 2013 - October 2014
Lincoln Financial Group September 2004 - May 2013
Wells Fargo Capital Finance March 2004 - August 2004
Morgan Stanley May 2002 - March 2004
Skills
Retirement Plan..., Employee Benefits, Account Management, Sales Presentations, Employee Relations, Human Resources, Benefits Administration, Business Development, Management, Investment Management, 401k, Retirement, Retirement Planning, Investments, Training, Mutual Funds, Fixed Annuities, IRAs, Finance
Education
The University of New Mexico 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
HANYS October 2014 - Present
Cammack Retirement Group June 2013 - October 2014
Lincoln Financial Group September 2004 - May 2013
Wells Fargo Capital Finance March 2004 - August 2004
Morgan Stanley May 2002 - March 2004
Skills
Retirement Plan..., Employee Benefits, Account Management, Sales Presentations, Employee Relations, Human Resources, Benefits Administration, Business Development, Management, Investment Management, 401k, Retirement, Retirement Planning, Investments, Training, Mutual Funds, Fixed Annuities, IRAs, Finance
Education
The University of New Mexico 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Ryan Arestie's Morgan Stanley Experience August 2013 - May 2014
Job Hedge Fund Investment Analyst at UTIMCO
Industry Financial Services
Experience
UTIMCO June 2015 - Present
UTIMCO February 2015 - May 2015
University Securities Investment Team October 2012 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
Morgan Stanley August 2013 - May 2014
The Segal Company June 2013 - August 2013
Greater Houston Pool Management March 2010 - August 2012
Tomás Rivera Center – Tutoring Services October 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Analysis, Public Speaking, Microsoft Word, Investments, Valuation Modeling, Data Analysis, Finance, Financial Analysis, Microsoft Office, Valuation
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Business Administration (BBA), Quantitative Finance/Management Information Systems
The University of Texas at San Antonio 2011 — 2012
Computational Finance/Applied Mathematics
Clements High School 2007 — 2011
UTIMCO June 2015 - Present
UTIMCO February 2015 - May 2015
University Securities Investment Team October 2012 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
Morgan Stanley August 2013 - May 2014
The Segal Company June 2013 - August 2013
Greater Houston Pool Management March 2010 - August 2012
Tomás Rivera Center – Tutoring Services October 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Analysis, Public Speaking, Microsoft Word, Investments, Valuation Modeling, Data Analysis, Finance, Financial Analysis, Microsoft Office, Valuation
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Business Administration (BBA), Quantitative Finance/Management Information Systems
The University of Texas at San Antonio 2011 — 2012
Computational Finance/Applied Mathematics
Clements High School 2007 — 2011
Ronda Charles Ronda Charles's Morgan Stanley Experience May 1997 - March 1999
Job Director Technical Delivery at American Express
Industry Information Technology and Services
Experience
American Express June 2010 - October 2012
Kforce Inc. March 2010 - June 2010
Sharp Decisions December 2006 - December 2009
Honeywell January 2006 - July 2006
US Airways June 2001 - September 2005
Morgan Stanley May 1997 - March 1999
Skills
Variance Analysis
Education
University of Arizona 1999 — 2001
Masters of Business Administration - MBA, Finance
The University of New Mexico 1993 — 1997
Bachelors of Business Administration - BBA, Financial Management
American Express June 2010 - October 2012
Kforce Inc. March 2010 - June 2010
Sharp Decisions December 2006 - December 2009
Honeywell January 2006 - July 2006
US Airways June 2001 - September 2005
Morgan Stanley May 1997 - March 1999
Skills
Variance Analysis
Education
University of Arizona 1999 — 2001
Masters of Business Administration - MBA, Finance
The University of New Mexico 1993 — 1997
Bachelors of Business Administration - BBA, Financial Management
Ryan Standefer's Morgan Stanley Experience May 2005 - April 2006
Job Insurance Agent at Halpin & Company
Industry Insurance
Experience
Halpin & Company May 2006 - Present
Morgan Stanley May 2005 - April 2006
Skills
Insurance, Long Term Care, Term Life Insurance, Health Insurance, Group Benefits, Finance, Long-term Care, Marketing, Financial Advisory, Employee Benefits
Education
The University of Kansas 2001 — 2005
BSBA, Business
Halpin & Company May 2006 - Present
Morgan Stanley May 2005 - April 2006
Skills
Insurance, Long Term Care, Term Life Insurance, Health Insurance, Group Benefits, Finance, Long-term Care, Marketing, Financial Advisory, Employee Benefits
Education
The University of Kansas 2001 — 2005
BSBA, Business
Judith Martin's Morgan Stanley Experience June 2005 - September 2008
Job Global Marketing Manager at Tom Ford Beauty
Industry Cosmetics
Experience
Tom Ford Beauty December 2014 - Present
MAC Cosmetics January 2012 - December 2014
The Experience Corp. 2010 - 2012
SPQR Capital 2008 - 2009
Morgan Stanley June 2005 - September 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Private Equity, M&A experience, LBO, Marketing, Financial Analysis, Investments, Entrepreneurship, Marketing Strategy, Mergers & Acquisitions, Equities, Business Strategy, Due Diligence, Finance
Education
The University of Sheffield 2002 — 2005
BA, International Relations and Politics
Tom Ford Beauty December 2014 - Present
MAC Cosmetics January 2012 - December 2014
The Experience Corp. 2010 - 2012
SPQR Capital 2008 - 2009
Morgan Stanley June 2005 - September 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Private Equity, M&A experience, LBO, Marketing, Financial Analysis, Investments, Entrepreneurship, Marketing Strategy, Mergers & Acquisitions, Equities, Business Strategy, Due Diligence, Finance
Education
The University of Sheffield 2002 — 2005
BA, International Relations and Politics
Rick Cassidy Rick Cassidy's Morgan Stanley Experience 2013 - 2014
Job High Net Worth Client Advisor, Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2011 - 2013
Wells Fargo Advisors 2007 - 2011
Morgan Stanley 2006 - 2007
Mercantile Bank 2005 - 2006
OutSell Consulting 2004 - 2005
Wachovia Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Banking, Loans, Mortgage Lending, Finance, Portfolio Management, Financial Planning, Risk Management, Commercial Lending, Financial Services, Wealth, Credit, Financial Advisory, Management, Commercial Banking
Education
University of Vermont 1992 — 1996
Bachelor of Arts (B.A.), European History
The University of Stirling 1995 — 1995
Semester Abroad, Scottish History
SunTrust Bank 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2011 - 2013
Wells Fargo Advisors 2007 - 2011
Morgan Stanley 2006 - 2007
Mercantile Bank 2005 - 2006
OutSell Consulting 2004 - 2005
Wachovia Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Banking, Loans, Mortgage Lending, Finance, Portfolio Management, Financial Planning, Risk Management, Commercial Lending, Financial Services, Wealth, Credit, Financial Advisory, Management, Commercial Banking
Education
University of Vermont 1992 — 1996
Bachelor of Arts (B.A.), European History
The University of Stirling 1995 — 1995
Semester Abroad, Scottish History
Megan Moran's Morgan Stanley Experience June 2010 - July 2013
Job Executive Assistant to the CEO
Industry Financial Services
Experience
LearnVest August 2015 - Present
ACAMS March 2014 - Present
Morgan Stanley June 2010 - July 2013
Star Management July 2008 - May 2010
Bank of America December 2005 - February 2008
Community Living Opportunities October 2003 - June 2005
Kodansha Ltd. September 2001 - October 2003
DK May 1999 - September 2001
Workman Publishing November 1997 - May 1999
Education
The University of Kansas
B.A, English
LearnVest August 2015 - Present
ACAMS March 2014 - Present
Morgan Stanley June 2010 - July 2013
Star Management July 2008 - May 2010
Bank of America December 2005 - February 2008
Community Living Opportunities October 2003 - June 2005
Kodansha Ltd. September 2001 - October 2003
DK May 1999 - September 2001
Workman Publishing November 1997 - May 1999
Education
The University of Kansas
B.A, English
Kevin J. O'Reilly Kevin J. O'Reilly's Morgan Stanley Experience June 2013 - Present
Job Head of Energy and Natural Resources Lending and Retail Commodity Sales and Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley China January 2011 - June 2013
Morgan Stanley March 2004 - December 2010
Bank of America February 2002 - March 2004
Credit Suisse January 2001 - February 2002
Deutsche Bank June 1997 - December 2000
N.M. Rothschild and Sons April 1996 - June 1997
UMIST September 1991 - June 1995
Skills
Derivatives, Commodity Markets, Hedge Funds, Precious Metals, Fixed Income, Structured Products, Private Equity, Emerging Markets, Trading
Education
University of Manchester - Institute of Science and Technology 1991 — 1995
Master of Physics (M.Phys.), Physics (with French), First Class Honors
Morgan Stanley June 2013 - Present
Morgan Stanley China January 2011 - June 2013
Morgan Stanley March 2004 - December 2010
Bank of America February 2002 - March 2004
Credit Suisse January 2001 - February 2002
Deutsche Bank June 1997 - December 2000
N.M. Rothschild and Sons April 1996 - June 1997
UMIST September 1991 - June 1995
Skills
Derivatives, Commodity Markets, Hedge Funds, Precious Metals, Fixed Income, Structured Products, Private Equity, Emerging Markets, Trading
Education
University of Manchester - Institute of Science and Technology 1991 — 1995
Master of Physics (M.Phys.), Physics (with French), First Class Honors
Laura Brigman Laura Brigman's Morgan Stanley Experience 2013 - Present
Job Professional
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Bed Bath & Beyond June 2006 - November 2013
Build a bear February 2004 - June 2006
Bath And Body Works April 2001 - February 2004
Footlocker August 1992 - April 2001
Skills
Retail, Sales, Store Management, Inventory Management, Leadership, Customer Service, Microsoft Word, Inventory Control, Management, Teamwork, Merchandising, Customer Satisfaction, Forecasting, Process Scheduler
Education
The University of Southern Mississippi 1995 — 2000
Business Management
slidell high school 1991 — 1995
elementary school
Morgan Stanley 2013 - Present
Bed Bath & Beyond June 2006 - November 2013
Build a bear February 2004 - June 2006
Bath And Body Works April 2001 - February 2004
Footlocker August 1992 - April 2001
Skills
Retail, Sales, Store Management, Inventory Management, Leadership, Customer Service, Microsoft Word, Inventory Control, Management, Teamwork, Merchandising, Customer Satisfaction, Forecasting, Process Scheduler
Education
The University of Southern Mississippi 1995 — 2000
Business Management
slidell high school 1991 — 1995
elementary school
Mark Hilke, CFP® Mark Hilke, CFP®'s Morgan Stanley Experience June 1997 - January 2004
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Banc of America Investments January 2004 - March 2009
Morgan Stanley June 1997 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Insurance, Strategic Planning, Financial Modeling, Retirement Planning, Estate Planning, Risk Management
Education
The University of Tennessee at Chattanooga 1993 — 1997
B.S., Finance, minor Economics
Raymond James March 2009 - Present
Banc of America Investments January 2004 - March 2009
Morgan Stanley June 1997 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Insurance, Strategic Planning, Financial Modeling, Retirement Planning, Estate Planning, Risk Management
Education
The University of Tennessee at Chattanooga 1993 — 1997
B.S., Finance, minor Economics
Jennifer (Edoro) LeRoy's Morgan Stanley Experience 1998 - 2000
Job National Life Sales at Amica
Industry Insurance
Experience
Amica Mutual Insurance November 2014 - Present
Premier Property Management Solutions LLC August 2004 - December 2014
Liberty Mutual September 2011 - August 2013
ABN AMRO Bank N.V. 2001 - 2005
Morgan Stanley 1998 - 2000
Skills
Estate Planning, Budgeting, Trading, Insurance, Credit, Banking, Budgets, Contract Negotiation, Finance, Investments, Management, Strategic Financial..., Life Insurance
Education
Keller business School of Management 2003 — 2004
MBA, Finance
The University of Kansas 1992 — 1996
Bachelors of General Studies, Psychology
Amica Mutual Insurance November 2014 - Present
Premier Property Management Solutions LLC August 2004 - December 2014
Liberty Mutual September 2011 - August 2013
ABN AMRO Bank N.V. 2001 - 2005
Morgan Stanley 1998 - 2000
Skills
Estate Planning, Budgeting, Trading, Insurance, Credit, Banking, Budgets, Contract Negotiation, Finance, Investments, Management, Strategic Financial..., Life Insurance
Education
Keller business School of Management 2003 — 2004
MBA, Finance
The University of Kansas 1992 — 1996
Bachelors of General Studies, Psychology
Josh Dries's Morgan Stanley Experience September 2008 - March 2010
Job Lead Consultant at Cisco
Industry Financial Services
Experience
Cisco December 2014 - Present
Cisco Systems November 2012 - November 2014
Cisco Systems November 2010 - November 2012
FF Partners March 2010 - November 2010
Morgan Stanley September 2008 - March 2010
Little Trees Farm May 2000 - September 2008
Skills
Financial Modeling, Project Management, Analysis, Equities, Change Management, Finance, Portfolio Management, Financial Analysis, Management, Trading, Fixed Income, Forecasting, Business Analysis, Process Improvement, Networking, Cross-functional Team..., Business Development, Business Process..., Vendor Management, Strategy, Leadership, Risk Management
Education
The University of Memphis 2000 — 2004
BBA, Finance, General
Cisco December 2014 - Present
Cisco Systems November 2012 - November 2014
Cisco Systems November 2010 - November 2012
FF Partners March 2010 - November 2010
Morgan Stanley September 2008 - March 2010
Little Trees Farm May 2000 - September 2008
Skills
Financial Modeling, Project Management, Analysis, Equities, Change Management, Finance, Portfolio Management, Financial Analysis, Management, Trading, Fixed Income, Forecasting, Business Analysis, Process Improvement, Networking, Cross-functional Team..., Business Development, Business Process..., Vendor Management, Strategy, Leadership, Risk Management
Education
The University of Memphis 2000 — 2004
BBA, Finance, General
Chelsea Kuo MS, RD Chelsea Kuo MS, RD's Morgan Stanley Experience 2008 - 2008
Job Dietitian at San Mateo Medical Center
Industry Hospital & Health Care
Experience
Twin Cities Community Hospital 2013 - 2013
LeBonheur Children’s Hospital, The Regional Medical Center, WIC and others 2012 - 2012
University of Tennessee Boling Center for Children with Developmental Disability 2011 - 2012
MassMutual Financial Group 2009 - 2011
Kaiser Permanente 2008 - 2008
Morgan Stanley 2008 - 2008
Abbott Laboratories 2007 - 2007
Skills
Japanese, Mandarin, English, Teaching, Project Finance, Clinical Nutrition, Medical Nutrition..., Sales, Nutrition, Healthcare, PowerPoint, Research
Education
The University of Memphis
MS
University of California, Davis
BS
Twin Cities Community Hospital 2013 - 2013
LeBonheur Children’s Hospital, The Regional Medical Center, WIC and others 2012 - 2012
University of Tennessee Boling Center for Children with Developmental Disability 2011 - 2012
MassMutual Financial Group 2009 - 2011
Kaiser Permanente 2008 - 2008
Morgan Stanley 2008 - 2008
Abbott Laboratories 2007 - 2007
Skills
Japanese, Mandarin, English, Teaching, Project Finance, Clinical Nutrition, Medical Nutrition..., Sales, Nutrition, Healthcare, PowerPoint, Research
Education
The University of Memphis
MS
University of California, Davis
BS
Ralph Armstrong Ralph Armstrong's Morgan Stanley Experience March 2002 - November 2003
Job Territory Manager, Biosense Webster
Industry Medical Devices
Experience
Biosense Webster February 2014 - Present
Medtronic August 2013 - February 2014
Medtronic August 2010 - August 2013
SANOFI-AVENTIS U.S June 2009 - August 2010
SANOFI-AVENTIS U.S. January 2006 - May 2009
ASTRAZENECA PHARMACEUTICALS November 2003 - December 2005
MORGAN STANLEY March 2002 - November 2003
MEDTRONIC AVE July 2001 - November 2001
Aventis Pharmaceuticals May 2000 - July 2001
BENTON BIOMEDICAL, INC November 1997 - May 2000
Skills
Neurosurgery, Product Launch, Cardiology, Market Development, Orthopedic, Operating Room, Medical Devices, Surgeons, Surgery, Hospital Sales, Sales Operations, Pharmaceutical Industry, Clinical Research, Spine, Urology
Education
The University of New Mexico 1988 — 1993
Bachelor of Science, Psychology
Biosense Webster February 2014 - Present
Medtronic August 2013 - February 2014
Medtronic August 2010 - August 2013
SANOFI-AVENTIS U.S June 2009 - August 2010
SANOFI-AVENTIS U.S. January 2006 - May 2009
ASTRAZENECA PHARMACEUTICALS November 2003 - December 2005
MORGAN STANLEY March 2002 - November 2003
MEDTRONIC AVE July 2001 - November 2001
Aventis Pharmaceuticals May 2000 - July 2001
BENTON BIOMEDICAL, INC November 1997 - May 2000
Skills
Neurosurgery, Product Launch, Cardiology, Market Development, Orthopedic, Operating Room, Medical Devices, Surgeons, Surgery, Hospital Sales, Sales Operations, Pharmaceutical Industry, Clinical Research, Spine, Urology
Education
The University of New Mexico 1988 — 1993
Bachelor of Science, Psychology
Kate Fleitas Hoffman Kate Fleitas Hoffman's Morgan Stanley Experience 2003 - 2005
Job Managing Partner at AssetBasset
Industry Real Estate
Experience
AssetBasset January 2015 - Present
Fleitas Integrated Marketing September 2013 - Present
PwC May 2008 - August 2013
HM Capital January 2006 - June 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Tribune Company, Larson Newspapers August 1998 - February 2000
K&L Partners, National Communications Group January 1996 - July 1998
Skills
Investments, Project Management, Marketing Strategy, Business Strategy, Corporate Finance, Financial Services, Finance, Management Consulting, Valuation, Start-ups, Budgets, Analysis, Process Improvement, Restructuring, Marketing Communications, Content Marketing, Marketing Copy, Content Development, Corporate Communications, Strategic Public..., Public Relations, Executive Coaching, Strategic Planning, Corporate Branding, Branding & Identity, Personal Branding, Journalism, Investor Relations, Strategic Partnerships, Business Development, Leadership, Competitive Analysis, Management
Education
The University of Texas at Austin 1993 — 1995
Bachelor of Arts, Biology
Hollins College 1990 — 1992
Alamo Heights High School 1988 — 1990
Bayshore High School 1986 — 1988
AssetBasset January 2015 - Present
Fleitas Integrated Marketing September 2013 - Present
PwC May 2008 - August 2013
HM Capital January 2006 - June 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Tribune Company, Larson Newspapers August 1998 - February 2000
K&L Partners, National Communications Group January 1996 - July 1998
Skills
Investments, Project Management, Marketing Strategy, Business Strategy, Corporate Finance, Financial Services, Finance, Management Consulting, Valuation, Start-ups, Budgets, Analysis, Process Improvement, Restructuring, Marketing Communications, Content Marketing, Marketing Copy, Content Development, Corporate Communications, Strategic Public..., Public Relations, Executive Coaching, Strategic Planning, Corporate Branding, Branding & Identity, Personal Branding, Journalism, Investor Relations, Strategic Partnerships, Business Development, Leadership, Competitive Analysis, Management
Education
The University of Texas at Austin 1993 — 1995
Bachelor of Arts, Biology
Hollins College 1990 — 1992
Alamo Heights High School 1988 — 1990
Bayshore High School 1986 — 1988
Craig Weiss Craig Weiss's Morgan Stanley Experience June 2004 - January 2007
Job President at T. Weiss Realty Corp
Industry Commercial Real Estate
Experience
T. Weiss Realty Corp April 2015 - Present
T. Weiss Realty Corp August 2007 - Present
Scout Capital January 2007 - August 2007
Morgan Stanley June 2004 - January 2007
Skills
Commercial Real Estate, Real Estate Development, Lease Negotiations, Real Estate Financing, Property Management, Leases, Corporate Real Estate, Real Estate Transactions, Real Estate, Valuation, Asset Management, Real Estate Economics, Investments
Education
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance
The University of Queensland 2002 — 2002
Study Abroad
Cold Spring Harbor High School 1996 — 2000
T. Weiss Realty Corp April 2015 - Present
T. Weiss Realty Corp August 2007 - Present
Scout Capital January 2007 - August 2007
Morgan Stanley June 2004 - January 2007
Skills
Commercial Real Estate, Real Estate Development, Lease Negotiations, Real Estate Financing, Property Management, Leases, Corporate Real Estate, Real Estate Transactions, Real Estate, Valuation, Asset Management, Real Estate Economics, Investments
Education
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance
The University of Queensland 2002 — 2002
Study Abroad
Cold Spring Harbor High School 1996 — 2000
Karen Johnston Karen Johnston's Morgan Stanley Experience June 2006 - July 2007
Job K12 Teacher at Crescent City Schools
Industry Education Management
Experience
Crescent City Schools July 2011 - Present
Hattiesburg Public Schools September 2007 - May 2011
Morgan Stanley June 2006 - July 2007
Skills
Curriculum Design, Teaching, Lesson Planning, Curriculum Development, Classroom Management, Educational Leadership, Elementary Education, Literacy, Tutoring, Differentiated..., Teacher Training, Educational Technology, K-12, Special Education, Research, Classroom, Higher Education
Education
University of Southern Mississippi 2009 — 2010
Bachelor of Education (B.Ed.), Elementary Education and Teaching
University of Southern Mississippi 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Crescent City Schools July 2011 - Present
Hattiesburg Public Schools September 2007 - May 2011
Morgan Stanley June 2006 - July 2007
Skills
Curriculum Design, Teaching, Lesson Planning, Curriculum Development, Classroom Management, Educational Leadership, Elementary Education, Literacy, Tutoring, Differentiated..., Teacher Training, Educational Technology, K-12, Special Education, Research, Classroom, Higher Education
Education
University of Southern Mississippi 2009 — 2010
Bachelor of Education (B.Ed.), Elementary Education and Teaching
University of Southern Mississippi 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Andy Belot's Morgan Stanley Experience February 2013 - December 2013
Job Business Manager Specializing In Profitability, KPI Analysis and Overall Financial Growth
Industry Marketing and Advertising
Experience
Hinge December 2013 - Present
Morgan Stanley February 2013 - December 2013
E and J New Media October 2011 - February 2013
State of Kansas June 2012 - August 2012
PlattForm Advertising March 2010 - October 2011
PlattForm Advertising October 2006 - February 2010
PlattForm Advertising September 2005 - October 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, English, Analysis, Microsoft Word, Customer Service, Windows, Research, Budgets, Outlook, Teaching, Marketing, Management, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Data Analysis, Leadership, Business Analysis
Education
Univeristy of Kansas 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Kansas 2001 — 2005
Bachelor of Science (B.S.), Mathematics concentration in Economics
Hinge December 2013 - Present
Morgan Stanley February 2013 - December 2013
E and J New Media October 2011 - February 2013
State of Kansas June 2012 - August 2012
PlattForm Advertising March 2010 - October 2011
PlattForm Advertising October 2006 - February 2010
PlattForm Advertising September 2005 - October 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, English, Analysis, Microsoft Word, Customer Service, Windows, Research, Budgets, Outlook, Teaching, Marketing, Management, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Data Analysis, Leadership, Business Analysis
Education
Univeristy of Kansas 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Kansas 2001 — 2005
Bachelor of Science (B.S.), Mathematics concentration in Economics
MacKenzie Brinkhoff MacKenzie Brinkhoff's Morgan Stanley Experience February 2010 - Present
Job Complex Manager's Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
ADP October 2008 - October 2009
Education
University of Oregon 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
The University of Queensland 2006 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley February 2010 - Present
ADP October 2008 - October 2009
Education
University of Oregon 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
The University of Queensland 2006 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Adam Sutton Adam Sutton's Morgan Stanley Experience November 2013 - Present
Job Senior Manager Corporate Treasury, Liquidity Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley October 2011 - November 2013
Morgan Stanley October 2010 - August 2011
Morgan Stanley August 2010 - October 2010
Morgan Stanley September 2007 - October 2010
Skills
Securities Lending, Fixed Income, Derivatives, Finance, Credit Risk, Liquidity Risk, Financial Risk, Equity Derivatives, Equities, Prime Brokerage, Funding, Investment Banking, Financial Modeling, Risk Management, Corporate Finance, Basel III, Collateral Management, Data Mining, Data Modeling, Contingency Planning, CCAR, Stress Testing, Monte Carlo Simulation, Presentations, Secretarial Skills, Wholesale Lending, Project Management, Treasury Management
Education
University of Strathclyde 2006 — 2007
Master's degree, Management Science, Certificate
The University of Stirling 2002 — 2006
Bachelor's degree, Management Science, 1st Class
Selkirk HIgh Scool 1995 — 2001
Scottish Highers, A,A,B,B,C,C
Morgan Stanley November 2013 - Present
Morgan Stanley October 2011 - November 2013
Morgan Stanley October 2010 - August 2011
Morgan Stanley August 2010 - October 2010
Morgan Stanley September 2007 - October 2010
Skills
Securities Lending, Fixed Income, Derivatives, Finance, Credit Risk, Liquidity Risk, Financial Risk, Equity Derivatives, Equities, Prime Brokerage, Funding, Investment Banking, Financial Modeling, Risk Management, Corporate Finance, Basel III, Collateral Management, Data Mining, Data Modeling, Contingency Planning, CCAR, Stress Testing, Monte Carlo Simulation, Presentations, Secretarial Skills, Wholesale Lending, Project Management, Treasury Management
Education
University of Strathclyde 2006 — 2007
Master's degree, Management Science, Certificate
The University of Stirling 2002 — 2006
Bachelor's degree, Management Science, 1st Class
Selkirk HIgh Scool 1995 — 2001
Scottish Highers, A,A,B,B,C,C
Tara E. McCann's Morgan Stanley Experience September 2000 - December 2008
Job Investment Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2008 - Present
Morgan Stanley September 2000 - December 2008
Education
The University of Texas at Austin
BS, Nutrition
UBS Financial Services, Inc. December 2008 - Present
Morgan Stanley September 2000 - December 2008
Education
The University of Texas at Austin
BS, Nutrition
Colin Kampfe Colin Kampfe's Morgan Stanley Experience July 2014 - July 2014
Job Summer Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs May 2015 - August 2015
McCombs School of Business February 2014 - May 2015
Texas Private Asset Management, LLC. May 2014 - August 2014
SwiftArc Capital April 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Goldman Sachs June 2014 - June 2014
The University of Texas at Austin June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Office, PowerPoint, Financial Analysis, Asset Management, Leadership, Microsoft Word, Team Leadership, Data Analysis, Market Research, Emerging Markets, Finance, Forecasting, Capital IQ, Critical Thinking, Public Speaking, Research, Analysis, Financial Accounting, PnL, Fixed Income, Bloomberg
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Investment Management, Senior 3.7/4.0 GPA
Goldman Sachs May 2015 - August 2015
McCombs School of Business February 2014 - May 2015
Texas Private Asset Management, LLC. May 2014 - August 2014
SwiftArc Capital April 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Goldman Sachs June 2014 - June 2014
The University of Texas at Austin June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Office, PowerPoint, Financial Analysis, Asset Management, Leadership, Microsoft Word, Team Leadership, Data Analysis, Market Research, Emerging Markets, Finance, Forecasting, Capital IQ, Critical Thinking, Public Speaking, Research, Analysis, Financial Accounting, PnL, Fixed Income, Bloomberg
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Investment Management, Senior 3.7/4.0 GPA
Rosie Milloy Rosie Milloy's Morgan Stanley Experience January 2015 - Present
Job Student at The University of New Mexico
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Northwestern Mutual January 2014 - January 2015
Skills
Customer Service, Insurance, Life Insurance, Microsoft Excel, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Analysis, Estate Planning, Mutual Funds, Securities, Small Business, Financial Advisory, Finance
Education
University of New Mexico 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Morgan Stanley January 2015 - Present
Northwestern Mutual January 2014 - January 2015
Skills
Customer Service, Insurance, Life Insurance, Microsoft Excel, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Analysis, Estate Planning, Mutual Funds, Securities, Small Business, Financial Advisory, Finance
Education
University of New Mexico 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Alex Zoller Alex Zoller's Morgan Stanley Experience May 2015 - Present
Job Financial Services Intern
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley 2014 - 2015
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Leadership, Public Speaking, Microsoft Excel, Research, Social Media, Finance
Education
The University of Texas at Austin 2014 — 2017
Bachelor's Degree, Business/Managerial Economics, Sophomore
Morgan Stanley May 2015 - Present
Morgan Stanley 2014 - 2015
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Leadership, Public Speaking, Microsoft Excel, Research, Social Media, Finance
Education
The University of Texas at Austin 2014 — 2017
Bachelor's Degree, Business/Managerial Economics, Sophomore
Nicole Kawamoto Nicole Kawamoto's Morgan Stanley Experience June 2013 - August 2013
Job EN120 Engineering Freshman Seminar Course Assistant at Washington University in St. Louis
Industry Mechanical or Industrial Engineering
Experience
Washington University in St. Louis August 2015 - Present
Washington University in St. Louis July 2015 - August 2015
simplehuman May 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Teamwork, Matlab, Data Analysis, CAD, Management, Community Outreach, Customer Service, Social Media, Product Development, Manage Client..., R&D
Education
Washington University in St. Louis 2012 — 2016
Bachelor of Science (BS), Mechanical Engineering
The University of Queensland 2015 — 2015
Study Abroad
Oaks Christian High School 2008 — 2012
Washington University in St. Louis August 2015 - Present
Washington University in St. Louis July 2015 - August 2015
simplehuman May 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Teamwork, Matlab, Data Analysis, CAD, Management, Community Outreach, Customer Service, Social Media, Product Development, Manage Client..., R&D
Education
Washington University in St. Louis 2012 — 2016
Bachelor of Science (BS), Mechanical Engineering
The University of Queensland 2015 — 2015
Study Abroad
Oaks Christian High School 2008 — 2012
Alene Su Alene Su's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
TrendKite August 2014 - May 2015
Morgan Stanley June 2014 - August 2014
China Bank of Communications June 2013 - August 2013
General Mills August 2012 - May 2013
Bank of China May 2012 - July 2012
Skills
Microsoft Applications, Visual Basic, Recruiting, Public Speaking, Professional..., Leadership, Human Resources, Social Networking, Sales, Analysis, Microsoft Excel, PowerPoint, Finance
Education
The University of Texas at Austin 2011 — 2015
Banking, Corporate, Finance, and Securities Law
Morgan Stanley June 2015 - Present
TrendKite August 2014 - May 2015
Morgan Stanley June 2014 - August 2014
China Bank of Communications June 2013 - August 2013
General Mills August 2012 - May 2013
Bank of China May 2012 - July 2012
Skills
Microsoft Applications, Visual Basic, Recruiting, Public Speaking, Professional..., Leadership, Human Resources, Social Networking, Sales, Analysis, Microsoft Excel, PowerPoint, Finance
Education
The University of Texas at Austin 2011 — 2015
Banking, Corporate, Finance, and Securities Law
R.J. Virata's Morgan Stanley Experience September 2012 - December 2014
Job Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
Candice Mobley Candice Mobley's Morgan Stanley Experience December 1999 - February 2014
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley December 1999 - February 2014
Skills
Retirement Planning, Wealth Management, Investments
Education
The University of Southern Mississippi 1994 — 1997
Merrill Lynch 2014 - Present
Morgan Stanley December 1999 - February 2014
Skills
Retirement Planning, Wealth Management, Investments
Education
The University of Southern Mississippi 1994 — 1997
Jeff Mooradian Jeff Mooradian's Morgan Stanley Experience June 2006 - September 2006
Job Product Manager at Pilgrim Screw Corp
Industry Aviation & Aerospace
Experience
Rick's Roadhouse March 2014 - Present
Pilgrim Screw Corp January 2009 - Present
Morgan Stanley June 2006 - September 2006
Skills
Product Management, Product Development, Restaurant Management, Bartending, Interdisciplinary, Purchasing, Customer Satisfaction, Customer Service, Aerospace, Lean Manufacturing, Operations Management, Teamwork, PowerPoint
Education
The University of Texas at Arlington 2003 — 2008
INTS, Engineering principals, General Buisness Concepts, and Anvanced Buisness Concepts
Scituate High School 1999 — 2003
Rick's Roadhouse March 2014 - Present
Pilgrim Screw Corp January 2009 - Present
Morgan Stanley June 2006 - September 2006
Skills
Product Management, Product Development, Restaurant Management, Bartending, Interdisciplinary, Purchasing, Customer Satisfaction, Customer Service, Aerospace, Lean Manufacturing, Operations Management, Teamwork, PowerPoint
Education
The University of Texas at Arlington 2003 — 2008
INTS, Engineering principals, General Buisness Concepts, and Anvanced Buisness Concepts
Scituate High School 1999 — 2003
Vera Andrews Vera Andrews's Morgan Stanley Experience December 2009 - January 2011
Job
Industry Real Estate
Experience
Sabbitcal 2011 - 2014
Morgan Stanley December 2009 - January 2011
Saxon Mortgage June 2004 - November 2009
Chase January 1998 - June 2004
Skills
Risk Management, Management, Leadership, Process Improvement, Microsoft Excel, PowerPoint, Training, Credit, Banking, Microsoft Word, Sales, Microsoft Office, Research, Mortgage Banking, Customer Service, Managerial Finance, Financial Services, Loans, Executive Management, Mortgage Lending, Loan Origination, Team Building, Call Centers, Underwriting, Portfolio Management, Strategic Planning, Vendor Management, Finance, Team Leadership, Analysis
Education
The University of Texas at Arlington
Bachelor's Degree, Economics
The University of Texas at Austin
Associate's Degree, Economics
Sabbitcal 2011 - 2014
Morgan Stanley December 2009 - January 2011
Saxon Mortgage June 2004 - November 2009
Chase January 1998 - June 2004
Skills
Risk Management, Management, Leadership, Process Improvement, Microsoft Excel, PowerPoint, Training, Credit, Banking, Microsoft Word, Sales, Microsoft Office, Research, Mortgage Banking, Customer Service, Managerial Finance, Financial Services, Loans, Executive Management, Mortgage Lending, Loan Origination, Team Building, Call Centers, Underwriting, Portfolio Management, Strategic Planning, Vendor Management, Finance, Team Leadership, Analysis
Education
The University of Texas at Arlington
Bachelor's Degree, Economics
The University of Texas at Austin
Associate's Degree, Economics
Balint Rigo Balint Rigo's Morgan Stanley Experience December 2013 - Present
Job Technology Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley August 2013 - December 2013
Skills
C++, Java, C#, WPF, Equity Swaps, Equities, Matlab, Simulink, ANSYS, Sybase, DB2, Scala, Spring Framework, Autosys, Jenkins, JIRA
Education
The University of Manchester 2009 — 2013
Master of Engineering (MEng), Aerospace, Aeronautical and Astronautical Engineering, First Class Honours
Morgan Stanley December 2013 - Present
Morgan Stanley August 2013 - December 2013
Skills
C++, Java, C#, WPF, Equity Swaps, Equities, Matlab, Simulink, ANSYS, Sybase, DB2, Scala, Spring Framework, Autosys, Jenkins, JIRA
Education
The University of Manchester 2009 — 2013
Master of Engineering (MEng), Aerospace, Aeronautical and Astronautical Engineering, First Class Honours
Corey Bloom's Morgan Stanley Experience June 2013 - August 2013
Job Consultant at Appian Corporation
Industry Information Technology and Services
Experience
Appian Corporation August 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Matlab, Six Sigma
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Mechanical Engineering, 3.93
The University of Manchester 2012 — 2013
Mechanical Engineering Study Abroad
Appian Corporation August 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Matlab, Six Sigma
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Mechanical Engineering, 3.93
The University of Manchester 2012 — 2013
Mechanical Engineering Study Abroad
Steven Halliwell Steven Halliwell's Morgan Stanley Experience May 1999 - January 2013
Job Partner at Capco
Industry Financial Services
Experience
Capco January 2013 - Present
Morgan Stanley May 1999 - January 2013
Skills
Trading Systems, Derivatives, Equities, Equity Derivatives, Fixed Income, Credit Derivatives, Capital Markets, Hedge Funds, Interest Rate..., Middle Office, Prime Brokerage, Electronic Trading, FX Options, Investment Banking, Swaps
Education
Sheffield University 1993 — 1997
BSc, Mathematics
Capco January 2013 - Present
Morgan Stanley May 1999 - January 2013
Skills
Trading Systems, Derivatives, Equities, Equity Derivatives, Fixed Income, Credit Derivatives, Capital Markets, Hedge Funds, Interest Rate..., Middle Office, Prime Brokerage, Electronic Trading, FX Options, Investment Banking, Swaps
Education
Sheffield University 1993 — 1997
BSc, Mathematics
Alan Marcus's Morgan Stanley Experience July 2003 - October 2004
Job Founder at Cloud Forward
Industry Internet
Experience
Cloud Forward September 2008 - Present
Salesforce.com June 2007 - August 2008
Mercantila.com May 2006 - June 2007
Spindrift Real Estate Investment Trust November 2004 - May 2006
Morgan Stanley July 2003 - October 2004
ABM Consulting January 2000 - May 2003
One World Solutions April 1996 - December 1999
Skills
Heroku, Salesforce Touch, Chatter, Chatterbox, Apex Programming, Visualforce Pages, Appexchange, Salesforce.com Certified, Salesforce.com..., Salesforce Training, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com, Force.com, Cloud Computing, Marketing, Business Development, PaaS, Integration, Mobile Devices, Marketing Automation, SaaS, Business Process, Sales Operations, Salesforce.com..., Start-ups, CRM, Enterprise Software, Project Management, Lead Generation, Sales, Strategic Partnerships
Education
The University of Montana - School of Business Administration 1998 — 2002
BS, BA, BS - Business Finance, BA - Economics
University of Montana 1998 — 2002
B.A., B.S., B.A., Economics, B.S., Finance
Cohasset Jr/Sr High
Cloud Forward September 2008 - Present
Salesforce.com June 2007 - August 2008
Mercantila.com May 2006 - June 2007
Spindrift Real Estate Investment Trust November 2004 - May 2006
Morgan Stanley July 2003 - October 2004
ABM Consulting January 2000 - May 2003
One World Solutions April 1996 - December 1999
Skills
Heroku, Salesforce Touch, Chatter, Chatterbox, Apex Programming, Visualforce Pages, Appexchange, Salesforce.com Certified, Salesforce.com..., Salesforce Training, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com, Force.com, Cloud Computing, Marketing, Business Development, PaaS, Integration, Mobile Devices, Marketing Automation, SaaS, Business Process, Sales Operations, Salesforce.com..., Start-ups, CRM, Enterprise Software, Project Management, Lead Generation, Sales, Strategic Partnerships
Education
The University of Montana - School of Business Administration 1998 — 2002
BS, BA, BS - Business Finance, BA - Economics
University of Montana 1998 — 2002
B.A., B.S., B.A., Economics, B.S., Finance
Cohasset Jr/Sr High
Bizi (Heather) Ferguson's Morgan Stanley Experience November 2012 - January 2013
Job Owner at Bizi Bee Boutique LLC
Industry Marketing and Advertising
Experience
Bizi Bee Boutique LLC 2013 - Present
The Bizi Bee December 2010 - Present
American Century Investments January 2013 - August 2013
Morgan Stanley November 2012 - January 2013
Equestrian Influence Inc July 2012 - December 2012
CoolProducts.com December 2011 - May 2012
University of Kansas: Strategic Campaigns August 2011 - December 2011
Santio Equestrian Apparel May 2011 - August 2011
Skills
Social Media Marketing, Blog Marketing, Creative Strategy, Facebook, Blogging, Journalism, Web Marketing, Social Media, Wordpress, SEO, Hootsuite, Final Cut Pro, Photoshop, Google Analytics, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Horses, Show Jumping, Equestrian, Broadcast, 3D, Outlook, Social Media Outreach, Strategic Communications, LinkedIn, Twitter, Social Media Measurement, Equestrian Style, Fashion, Fashion Writing, Fashion Blogging, Client Services, Press Releases, WordPress, Sponsorship, Email Marketing, Pinterest, Marketing, Social Networking, Online Marketing, Blogger, Brand Awareness, Public Relations, Direct Marketing, Brand Management, Web Content
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Journalism:Strategic Communications
Bizi Bee Boutique LLC 2013 - Present
The Bizi Bee December 2010 - Present
American Century Investments January 2013 - August 2013
Morgan Stanley November 2012 - January 2013
Equestrian Influence Inc July 2012 - December 2012
CoolProducts.com December 2011 - May 2012
University of Kansas: Strategic Campaigns August 2011 - December 2011
Santio Equestrian Apparel May 2011 - August 2011
Skills
Social Media Marketing, Blog Marketing, Creative Strategy, Facebook, Blogging, Journalism, Web Marketing, Social Media, Wordpress, SEO, Hootsuite, Final Cut Pro, Photoshop, Google Analytics, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Horses, Show Jumping, Equestrian, Broadcast, 3D, Outlook, Social Media Outreach, Strategic Communications, LinkedIn, Twitter, Social Media Measurement, Equestrian Style, Fashion, Fashion Writing, Fashion Blogging, Client Services, Press Releases, WordPress, Sponsorship, Email Marketing, Pinterest, Marketing, Social Networking, Online Marketing, Blogger, Brand Awareness, Public Relations, Direct Marketing, Brand Management, Web Content
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Journalism:Strategic Communications
Christa Maxwell, CFA, CIPM's Morgan Stanley Experience January 2004 - January 2005
Job Vice President, Institutional Sales and Client Service
Industry Financial Services
Experience
Westwood Holdings Group, Inc. June 2015 - Present
Thornburg Investment Management January 2005 - June 2015
Morgan Stanley January 2004 - January 2005
Allstate January 2000 - January 2004
Skills
Asset Allocation, Asset Management, Series 7, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Trading, Fixed Income, Series 63, Investment Advisory, ETFs, Bloomberg
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Westwood Holdings Group, Inc. June 2015 - Present
Thornburg Investment Management January 2005 - June 2015
Morgan Stanley January 2004 - January 2005
Allstate January 2000 - January 2004
Skills
Asset Allocation, Asset Management, Series 7, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Trading, Fixed Income, Series 63, Investment Advisory, ETFs, Bloomberg
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Bruce Spencer, Jr., CFP® Bruce Spencer, Jr., CFP®'s Morgan Stanley Experience February 2004 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2004 - Present
Education
The University of Tennessee at Chattanooga 2010 — 2012
MBA
The University of Tennessee at Chattanooga 1998 — 2002
BS, Business Administration: Finance
Morgan Stanley February 2004 - Present
Education
The University of Tennessee at Chattanooga 2010 — 2012
MBA
The University of Tennessee at Chattanooga 1998 — 2002
BS, Business Administration: Finance
Chad King Chad King's Morgan Stanley Experience September 2001 - December 2002
Job King Insurance
Industry Insurance
Experience
King Insurance October 2008 - Present
JL Lending Corporation March 2006 - December 2008
Lehman Brothers Mortgage Capital Division December 2004 - August 2007
Accredited Home Lenders January 2003 - December 2004
Morgan Stanley September 2001 - December 2002
Merrill Lynch September 1999 - September 2001
Skills
Insurance, Underwriting, CPCU, Finance, Asset Management, Banking, Business Development, Credit, Credit Analysis, Credit Risk, Employee Benefits, Executive Management, Financial Analysis, Financial Risk, Financial Services, Investment Properties, Investments, Leadership, Life Insurance, Loan Origination, Loans, Mergers, Mortgage Lending, Mortgage Banking, Property, Portfolio Management, Retirement Planning, Risk Management, Real Estate, Strategic Financial..., Sales, Time Management, Financial Planning
Education
University of North Florida 2000 — 2002
MBA, Business
The University of Kansas 1997 — 1999
BA, Business
Oak Hall School 1990 — 1994
High School
King Insurance October 2008 - Present
JL Lending Corporation March 2006 - December 2008
Lehman Brothers Mortgage Capital Division December 2004 - August 2007
Accredited Home Lenders January 2003 - December 2004
Morgan Stanley September 2001 - December 2002
Merrill Lynch September 1999 - September 2001
Skills
Insurance, Underwriting, CPCU, Finance, Asset Management, Banking, Business Development, Credit, Credit Analysis, Credit Risk, Employee Benefits, Executive Management, Financial Analysis, Financial Risk, Financial Services, Investment Properties, Investments, Leadership, Life Insurance, Loan Origination, Loans, Mergers, Mortgage Lending, Mortgage Banking, Property, Portfolio Management, Retirement Planning, Risk Management, Real Estate, Strategic Financial..., Sales, Time Management, Financial Planning
Education
University of North Florida 2000 — 2002
MBA, Business
The University of Kansas 1997 — 1999
BA, Business
Oak Hall School 1990 — 1994
High School
James Farrell James Farrell's Morgan Stanley Experience April 2006 - October 2008
Job Regional Indirect Tax Lead for the Americas at SABIC
Industry Financial Services
Experience
SABIC November 2014 - Present
KPMG January 2012 - November 2014
Deloitte Tax March 2009 - January 2012
Morgan Stanley April 2006 - October 2008
Deloitte LLP October 2003 - April 2006
Petroleum Economist April 2000 - October 2002
Skills
Indirect Taxation, VAT, GST, Restructuring, International Tax, M&A tax, International..., Cross-border M&A, Group Restructuring, Excise, Due Diligence, FAS 5, SOX 404, Finance Transformation, Internal Audit, Forecasting, Finance
Education
University College London, U. of London 2002 — 2003
MA, Legal & Political Theory
The University of Manchester 1996 — 1999
BA, History
SABIC November 2014 - Present
KPMG January 2012 - November 2014
Deloitte Tax March 2009 - January 2012
Morgan Stanley April 2006 - October 2008
Deloitte LLP October 2003 - April 2006
Petroleum Economist April 2000 - October 2002
Skills
Indirect Taxation, VAT, GST, Restructuring, International Tax, M&A tax, International..., Cross-border M&A, Group Restructuring, Excise, Due Diligence, FAS 5, SOX 404, Finance Transformation, Internal Audit, Forecasting, Finance
Education
University College London, U. of London 2002 — 2003
MA, Legal & Political Theory
The University of Manchester 1996 — 1999
BA, History
Josh Woodruff Josh Woodruff's Morgan Stanley Experience August 2010 - April 2012
Job Modeling Director at Optimized FInancial Systems and PhD student
Industry Financial Services
Experience
Optimized Financial Systems April 2012 - Present
IBM November 2012 - October 2013
Morgan Stanley August 2010 - April 2012
IBM February 2009 - July 2010
ILOG October 2007 - February 2009
ILOG March 2006 - September 2007
ILOG January 2005 - February 2006
Pepsi Beverages Company March 2003 - January 2005
SeeCommerce March 1999 - April 2002
Skills
Analytics, Business Process, Business Analysis, Optimizations, Business Intelligence, Business Rules, Management, Requirements Analysis, Forecasting, Optimization, Integration, Start-ups, Data Mining, Professional Services, Management Consulting, Finance, Process Optimization, Business Process..., Consulting, SOA, Communications Audits, Portfolio Management, Portfolio Optimization, Software Development, Enterprise Software, Problem Solving, Strategy, Business Process Design, ALM, Balance Sheet, Collateral Management, CVaR, Derivatives, Financial Risk..., Hedging, Liquidity Management, Trade Netting, Stochastic Optimization, Stochastic Modeling, Linear Programming, MIP, Quadratic Optimization, Predictive Analytics, Operations Research
Education
The University of Texas at Austin 2013 — 2017
Doctor of Philosophy (PhD), Operations Research
University of Southern California 1993 — 1995
MS, Industrial Engineering
Yale University 1989 — 1993
BA/BS, Economics/Applied Math Double
Optimized Financial Systems April 2012 - Present
IBM November 2012 - October 2013
Morgan Stanley August 2010 - April 2012
IBM February 2009 - July 2010
ILOG October 2007 - February 2009
ILOG March 2006 - September 2007
ILOG January 2005 - February 2006
Pepsi Beverages Company March 2003 - January 2005
SeeCommerce March 1999 - April 2002
Skills
Analytics, Business Process, Business Analysis, Optimizations, Business Intelligence, Business Rules, Management, Requirements Analysis, Forecasting, Optimization, Integration, Start-ups, Data Mining, Professional Services, Management Consulting, Finance, Process Optimization, Business Process..., Consulting, SOA, Communications Audits, Portfolio Management, Portfolio Optimization, Software Development, Enterprise Software, Problem Solving, Strategy, Business Process Design, ALM, Balance Sheet, Collateral Management, CVaR, Derivatives, Financial Risk..., Hedging, Liquidity Management, Trade Netting, Stochastic Optimization, Stochastic Modeling, Linear Programming, MIP, Quadratic Optimization, Predictive Analytics, Operations Research
Education
The University of Texas at Austin 2013 — 2017
Doctor of Philosophy (PhD), Operations Research
University of Southern California 1993 — 1995
MS, Industrial Engineering
Yale University 1989 — 1993
BA/BS, Economics/Applied Math Double
Cheryl Bolton's Morgan Stanley Experience September 2009 - June 2010
Job Sr Program Director, Strategic Transformational Initiatives
Industry Information Technology and Services
Experience
Fannie Mae July 2010 - Present
Morgan Stanley September 2009 - June 2010
Allstate January 2008 - September 2009
Wachovia Securities May 2007 - December 2007
Countrywide Financial 2006 - 2007
Blue Cross Blue Shield of Florida June 2004 - August 2006
TXU Energy 2000 - 2003
JC Penney May 1999 - September 1999
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Management Information Systems and Services
Fannie Mae July 2010 - Present
Morgan Stanley September 2009 - June 2010
Allstate January 2008 - September 2009
Wachovia Securities May 2007 - December 2007
Countrywide Financial 2006 - 2007
Blue Cross Blue Shield of Florida June 2004 - August 2006
TXU Energy 2000 - 2003
JC Penney May 1999 - September 1999
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Management Information Systems and Services
Balaji Ramani, MS, PMP's Morgan Stanley Experience November 2005 - March 2007
Job Senior Consultant at Chevron
Industry Information Technology and Services
Experience
Chevron April 2007 - Present
Morgan Stanley November 2005 - March 2007
Pfizer Pharmaceuticals August 2005 - November 2005
Chemonics International March 2005 - July 2005
Johnson & Johnson October 2004 - March 2005
Skills
Documentum, PMP, Project Management, Business Analysis, Team Leadership, IT Operations, Global Client Management, Business Requirements, Java, Enterprise Content..., Agile Methodologies, IT Strategy, Requirements Analysis, SDLC, Integration, CISA, Governance, SQL, Software Project..., Software Development, Program Management
Education
The University of Texas at Arlington 2001 — 2003
Master of Science (MS), Computer Science
Chevron April 2007 - Present
Morgan Stanley November 2005 - March 2007
Pfizer Pharmaceuticals August 2005 - November 2005
Chemonics International March 2005 - July 2005
Johnson & Johnson October 2004 - March 2005
Skills
Documentum, PMP, Project Management, Business Analysis, Team Leadership, IT Operations, Global Client Management, Business Requirements, Java, Enterprise Content..., Agile Methodologies, IT Strategy, Requirements Analysis, SDLC, Integration, CISA, Governance, SQL, Software Project..., Software Development, Program Management
Education
The University of Texas at Arlington 2001 — 2003
Master of Science (MS), Computer Science
Heather Million's Morgan Stanley Experience December 2003 - May 2009
Job Vice President, Financial Reporting Compliance at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2014 - Present
Ocwen Financial Solutions March 2014 - August 2014
Homeward Residential, Inc. May 2012 - March 2014
American Home Mortgage Servicing, Inc. May 2009 - May 2012
Saxon Mortgage December 2003 - May 2009
Morgan Stanley December 2003 - May 2009
The Barrington Consulting Group 1993 - 1995
Ernst & Young 1987 - 1991
Skills
Loan Servicing, Mortgage Lending, Loss Mitigation, Mortgage Servicing, Loans, Risk Management, Mortgage Banking, Credit, Banking, Vendor Management, Process Improvement, Financial Analysis, Financial Services, Portfolio Management, Default, Loan Origination, Due Diligence, Asset Managment, Financial Modeling, Credit Analysis
Education
The University of Texas at Arlington 1990 — 1992
MBA, Business
University of Oklahoma 1979 — 1986
BBA, Accounting, Finance
Santander Consumer USA Inc. August 2014 - Present
Ocwen Financial Solutions March 2014 - August 2014
Homeward Residential, Inc. May 2012 - March 2014
American Home Mortgage Servicing, Inc. May 2009 - May 2012
Saxon Mortgage December 2003 - May 2009
Morgan Stanley December 2003 - May 2009
The Barrington Consulting Group 1993 - 1995
Ernst & Young 1987 - 1991
Skills
Loan Servicing, Mortgage Lending, Loss Mitigation, Mortgage Servicing, Loans, Risk Management, Mortgage Banking, Credit, Banking, Vendor Management, Process Improvement, Financial Analysis, Financial Services, Portfolio Management, Default, Loan Origination, Due Diligence, Asset Managment, Financial Modeling, Credit Analysis
Education
The University of Texas at Arlington 1990 — 1992
MBA, Business
University of Oklahoma 1979 — 1986
BBA, Accounting, Finance
Michelle (Reinke) Tresemer's Morgan Stanley Experience May 2003 - May 2004
Job Credit Analyst at US Bank
Industry Banking
Experience
US Bank May 2005 - Present
Applied Underwriters May 2004 - May 2005
Morgan Stanley May 2003 - May 2004
Education
The University of South Dakota 2000 — 2001
MBA
The University of South Dakota 1996 — 2000
BS, Finance
Millard West High School 1995 — 1996
Millard North High School 1992 — 1996
US Bank May 2005 - Present
Applied Underwriters May 2004 - May 2005
Morgan Stanley May 2003 - May 2004
Education
The University of South Dakota 2000 — 2001
MBA
The University of South Dakota 1996 — 2000
BS, Finance
Millard West High School 1995 — 1996
Millard North High School 1992 — 1996
Anupama Mutt's Morgan Stanley Experience February 2005 - Present
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley February 2005 - Present
Education
The University of Texas at Arlington
Master of Science (M.S.), Computer Science
Morgan Stanley February 2005 - Present
Education
The University of Texas at Arlington
Master of Science (M.S.), Computer Science
Rhett Miller's Morgan Stanley Experience March 2002 - December 2004
Job Partner at Resolve Capital Management
Industry Investment Management
Experience
Resolve Capital Management September 2010 - Present
Miller Asset Management, Inc January 2005 - September 2010
Morgan Stanley March 2002 - December 2004
Skills
Investments, Asset Management, Financial Planning, Investment Strategies, Research, 401k Rollovers, IRA's, High Net Worth..., Financial Services, Investment Advisory, Investment Management, Financial Advisory, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, IRAs, Asset Managment, Wealth Management, Pensions, Series 63, Series 7, Alternative Investments, Mutual Funds, Fixed Income, Financial Risk, ETFs, Personal Finance, 401k, Wealth Management...
Education
Southeast Technical Institute 2000 — 2002
AAS, Computer Science
The University of South Dakota 1997 — 1999
Resolve Capital Management September 2010 - Present
Miller Asset Management, Inc January 2005 - September 2010
Morgan Stanley March 2002 - December 2004
Skills
Investments, Asset Management, Financial Planning, Investment Strategies, Research, 401k Rollovers, IRA's, High Net Worth..., Financial Services, Investment Advisory, Investment Management, Financial Advisory, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, IRAs, Asset Managment, Wealth Management, Pensions, Series 63, Series 7, Alternative Investments, Mutual Funds, Fixed Income, Financial Risk, ETFs, Personal Finance, 401k, Wealth Management...
Education
Southeast Technical Institute 2000 — 2002
AAS, Computer Science
The University of South Dakota 1997 — 1999
Buis Mark's Morgan Stanley Experience Director of FinanceCovert Auto GroupMarch 1999 - October 2006
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Director of FinanceCovert Auto GroupMarch 1999 - October 2006
Education
The University of Texas at Arlington
BS, Economics
Morgan Stanley Director of FinanceCovert Auto GroupMarch 1999 - October 2006
Education
The University of Texas at Arlington
BS, Economics
William Selzer's Morgan Stanley Experience March 1985 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1985 - Present
Education
The University of Texas at Austin 1977 — 1981
Morgan Stanley March 1985 - Present
Education
The University of Texas at Austin 1977 — 1981
David Akhtar's Morgan Stanley Experience 2003 - 2007
Job Software Developer
Industry Financial Services
Experience
Citadel Investment Group November 2007 - Present
Morgan Stanley 2003 - 2007
Red M 2000 - 2003
Madge Networks 1998 - 2000
Education
The University of Manchester 1994 — 1998
MEng, Computer Systems Engineering
lawrence sheriff 1989 — 1994
Citadel Investment Group November 2007 - Present
Morgan Stanley 2003 - 2007
Red M 2000 - 2003
Madge Networks 1998 - 2000
Education
The University of Manchester 1994 — 1998
MEng, Computer Systems Engineering
lawrence sheriff 1989 — 1994
Jennifer Feely's Morgan Stanley Experience 1999 - 2007
Job Executive Assistant at Saxon Mortgage
Industry Financial Services
Experience
Saxon Mortgage July 2007 - Present
Morgan Stanley 1999 - 2007
Morgan Stanley Residential Mortgage, Inc. 1999 - 2007
Skills
Vendor Management, Microsoft Excel, Credit, Customer Service, Microsoft Office, Administrative..., Fixed Income, Outlook, Banking, Software Documentation, Risk Management, Management, Mortgage Lending, Process Improvement, Loan Servicing, Project Management, Visio, Leadership, Loss Mitigation, Mortgage Banking
Education
The University of Texas at Arlington 1995 — 1997
Saxon Mortgage July 2007 - Present
Morgan Stanley 1999 - 2007
Morgan Stanley Residential Mortgage, Inc. 1999 - 2007
Skills
Vendor Management, Microsoft Excel, Credit, Customer Service, Microsoft Office, Administrative..., Fixed Income, Outlook, Banking, Software Documentation, Risk Management, Management, Mortgage Lending, Process Improvement, Loan Servicing, Project Management, Visio, Leadership, Loss Mitigation, Mortgage Banking
Education
The University of Texas at Arlington 1995 — 1997
Daniel Glatthorn, CFA's Morgan Stanley Experience 2010 - 2014
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2014 - Present
Morgan Stanley 2010 - 2014
Natixis Capital Markets 2007 - 2009
Lehman Brothers 2001 - 2007
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
University of Notre Dame Australia 2000 — 2000
Raymond James Financial Inc. 2014 - Present
Morgan Stanley 2010 - 2014
Natixis Capital Markets 2007 - 2009
Lehman Brothers 2001 - 2007
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
University of Notre Dame Australia 2000 — 2000
Jenny King's Morgan Stanley Experience September 1998 - November 2000
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities April 2013 - Present
Raymond James Morgan Keegan May 2004 - February 2013
Nandy's Candy, Inc. May 2002 - April 2004
Morgan Stanley Private Wealth Management November 2000 - May 2002
Morgan Stanley September 1998 - November 2000
Interstate Johnson Lane September 1997 - August 1998
Morgan Keegan & Company, Inc. November 1995 - August 1997
Skills
Securities License:..., Strategic Planning, Series 7, Investments, Marketing Strategy, Wealth Management, Public Relations, Mutual Funds, Social Media Marketing, Retirement Planning, Series 63, Marketing, Financial Analysis, Sales, Marketing Communications, Financial Services, Portfolio Management, Account Management, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Investment Advisory
Education
University of Kansas 1990 — 1994
Bachelor of Science (B.S.), William Allen White School of Journalism, Business Communication
Wunderlich Securities April 2013 - Present
Raymond James Morgan Keegan May 2004 - February 2013
Nandy's Candy, Inc. May 2002 - April 2004
Morgan Stanley Private Wealth Management November 2000 - May 2002
Morgan Stanley September 1998 - November 2000
Interstate Johnson Lane September 1997 - August 1998
Morgan Keegan & Company, Inc. November 1995 - August 1997
Skills
Securities License:..., Strategic Planning, Series 7, Investments, Marketing Strategy, Wealth Management, Public Relations, Mutual Funds, Social Media Marketing, Retirement Planning, Series 63, Marketing, Financial Analysis, Sales, Marketing Communications, Financial Services, Portfolio Management, Account Management, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Investment Advisory
Education
University of Kansas 1990 — 1994
Bachelor of Science (B.S.), William Allen White School of Journalism, Business Communication
Robin Payne, CFA's Morgan Stanley Experience April 1998 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1998 - Present
Union Bank of Switzerland September 1996 - April 1998
Skills
Electronic Trading, Trading Systems, Derivatives, Fixed Income, Equities, Capital Markets, Market Data, Hedge Funds, Equity Derivatives, Investment Banking, Bonds, Risk Management, Credit Derivatives, Portfolio Management, Options, Financial Modeling, FX Options, Financial Markets, Investments, Interest Rate..., Bloomberg, Market Risk, Valuation, Asset Management, Quantitative Finance, Structured Products, Trading, Equity Trading, Swaps, Prime Brokerage
Education
The University of Manchester 1992 — 1996
St Bees School
Morgan Stanley April 1998 - Present
Union Bank of Switzerland September 1996 - April 1998
Skills
Electronic Trading, Trading Systems, Derivatives, Fixed Income, Equities, Capital Markets, Market Data, Hedge Funds, Equity Derivatives, Investment Banking, Bonds, Risk Management, Credit Derivatives, Portfolio Management, Options, Financial Modeling, FX Options, Financial Markets, Investments, Interest Rate..., Bloomberg, Market Risk, Valuation, Asset Management, Quantitative Finance, Structured Products, Trading, Equity Trading, Swaps, Prime Brokerage
Education
The University of Manchester 1992 — 1996
St Bees School
Hannah Malter's Morgan Stanley Experience March 2006 - April 2007
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Investment Bank April 2007 - Present
Morgan Stanley March 2006 - April 2007
Education
The University of Queensland 2001 — 2005
Commerce / Arts, Commerce, economics, French
UBS Investment Bank April 2007 - Present
Morgan Stanley March 2006 - April 2007
Education
The University of Queensland 2001 — 2005
Commerce / Arts, Commerce, economics, French
Ingrid Huhn Schor's Morgan Stanley Experience 2000 - 2007
Job Stay at Home Mom with Schor Brothers Inc.
Industry Real Estate
Experience
Wells Fargo September 2008 - March 2015
Morgan Stanley 2000 - 2007
Skills
Loans, Mortgage Lending, Real Estate, Loan Origination, Mortgage Banking, Underwriting, Banking, Investment Properties
Education
The University of New Mexico 1991 — 1996
Psychology
Wells Fargo September 2008 - March 2015
Morgan Stanley 2000 - 2007
Skills
Loans, Mortgage Lending, Real Estate, Loan Origination, Mortgage Banking, Underwriting, Banking, Investment Properties
Education
The University of New Mexico 1991 — 1996
Psychology
Amy Haddock's Morgan Stanley Experience February 2004 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2004 - Present
Piedmont Bank of Georgia April 2003 - December 2003
Hazlett, Lewis & Bieter, PLLC December 2001 - April 2003
Skills
Retirement Planning, Retirement Income..., Series 7, Series 66, Saving for Education
Education
The University of Tennessee at Chattanooga 1997 — 2001
Bachelor of Science, Accounting and Finance
Baylor 1991 — 1997
Morgan Stanley February 2004 - Present
Piedmont Bank of Georgia April 2003 - December 2003
Hazlett, Lewis & Bieter, PLLC December 2001 - April 2003
Skills
Retirement Planning, Retirement Income..., Series 7, Series 66, Saving for Education
Education
The University of Tennessee at Chattanooga 1997 — 2001
Bachelor of Science, Accounting and Finance
Baylor 1991 — 1997
Hammad Malik's Morgan Stanley Experience March 2010 - July 2011
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2011 - Present
Morgan Stanley March 2010 - July 2011
Goldman Sachs February 1998 - December 2009
Skills
Databases, Java, Leadership, SDLC, Enterprise Architecture, Agile Methodologies, SQL, SOA, Unix, Software Project..., Software Development, Linux, Sybase, Database Design, Spring, Perl, DB2, Distributed Systems, Data Warehousing, Eclipse
Education
The University of Texas at Austin 1992 — 1997
BS/BA, Mathematics/Computer Science
Bank of America August 2011 - Present
Morgan Stanley March 2010 - July 2011
Goldman Sachs February 1998 - December 2009
Skills
Databases, Java, Leadership, SDLC, Enterprise Architecture, Agile Methodologies, SQL, SOA, Unix, Software Project..., Software Development, Linux, Sybase, Database Design, Spring, Perl, DB2, Distributed Systems, Data Warehousing, Eclipse
Education
The University of Texas at Austin 1992 — 1997
BS/BA, Mathematics/Computer Science
Christine Egan's Morgan Stanley Experience October 1998 - May 2008
Job Vice President, Operations at Petereit Investments, Inc.
Industry Financial Services
Experience
Petereit Investments, Inc. August 2008 - Present
Morgan Stanley October 1998 - May 2008
Morgan Stanley Mortgage Capital 2005 - 2008
Fitch Ratings March 1997 - October 1998
UBS August 1994 - March 1997
Skills
Fixed Income, Risk Management, Valuation, Capital Markets, Finance, Portfolio Management, Equities, Series 7, Financial Services, Securities, Real Estate, Investments, Investment Banking, Asset Management, Loans, Financial Modeling, Private Equity, Credit, Loan Origination
Education
University of Houston 1992 — 1994
MBA, Finance
The University of Texas at Austin 1986 — 1990
Petereit Investments, Inc. August 2008 - Present
Morgan Stanley October 1998 - May 2008
Morgan Stanley Mortgage Capital 2005 - 2008
Fitch Ratings March 1997 - October 1998
UBS August 1994 - March 1997
Skills
Fixed Income, Risk Management, Valuation, Capital Markets, Finance, Portfolio Management, Equities, Series 7, Financial Services, Securities, Real Estate, Investments, Investment Banking, Asset Management, Loans, Financial Modeling, Private Equity, Credit, Loan Origination
Education
University of Houston 1992 — 1994
MBA, Finance
The University of Texas at Austin 1986 — 1990
Andrew Stead's Morgan Stanley Experience February 2001 - March 2008
Job Vice President / Senior Engineer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2008 - Present
Morgan Stanley February 2001 - March 2008
University of Manchester 1999 - 2001
Skills
C++, Physics, Java, Ruby, Perl, Shell Scripting, Linux, Application Architecture, oop, Agile, TDD, Sybase, DB2, MQ series, Kanban, Kaizen, SPC, Agile Methodologies, Test Driven Development, OOP, Business Analysis
Education
University of Manchester - Institute of Science and Technology 1993 — 2001
PhD, Quantum well infrared photodetectors (QWIPs)
University of Manchester - Institute of Science and Technology 1996 — 1997
MSc, VLSI Engineering
University of Manchester - Institute of Science and Technology 1993 — 1996
BSC, Pure and Applied Physics
Goldman Sachs April 2008 - Present
Morgan Stanley February 2001 - March 2008
University of Manchester 1999 - 2001
Skills
C++, Physics, Java, Ruby, Perl, Shell Scripting, Linux, Application Architecture, oop, Agile, TDD, Sybase, DB2, MQ series, Kanban, Kaizen, SPC, Agile Methodologies, Test Driven Development, OOP, Business Analysis
Education
University of Manchester - Institute of Science and Technology 1993 — 2001
PhD, Quantum well infrared photodetectors (QWIPs)
University of Manchester - Institute of Science and Technology 1996 — 1997
MSc, VLSI Engineering
University of Manchester - Institute of Science and Technology 1993 — 1996
BSC, Pure and Applied Physics
Biana Truman's Morgan Stanley Experience March 2008 - February 2009
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Fort Worth Opera House April 2008 - Present
Morgan Stanley March 2008 - February 2009
Morgan Stanley March 2008 - February 2009
Delta Airlines May 2005 - May 2006
Bally Total Fitness July 2002 - May 2005
Education
The University of Texas at Arlington 2005 — 2007
Bachelor of Arts, Public Relations and Broadcast Journalism
Fort Worth Opera House April 2008 - Present
Morgan Stanley March 2008 - February 2009
Morgan Stanley March 2008 - February 2009
Delta Airlines May 2005 - May 2006
Bally Total Fitness July 2002 - May 2005
Education
The University of Texas at Arlington 2005 — 2007
Bachelor of Arts, Public Relations and Broadcast Journalism
Madavi Allam's Morgan Stanley Experience July 2011 - December 2012
Job QA Lead at Vree Health, a subsidiary of Merck
Industry Information Technology and Services
Experience
InfoStretch Corporation March 2014 - Present
JPMorgan Chase January 2013 - December 2013
Morgan Stanley July 2011 - December 2012
MERCK November 2009 - July 2010
Schering-Plough Pharmaceuticals 2004 - October 2009
Skills
Quality Assurance, Testing, SDLC, Test Automation, Test Management, Automation, Software Quality..., User Acceptance Testing, Resource Management, Requirements Analysis, Test Planning, Quality Center
Education
The University of Texas at Arlington
MS
InfoStretch Corporation March 2014 - Present
JPMorgan Chase January 2013 - December 2013
Morgan Stanley July 2011 - December 2012
MERCK November 2009 - July 2010
Schering-Plough Pharmaceuticals 2004 - October 2009
Skills
Quality Assurance, Testing, SDLC, Test Automation, Test Management, Automation, Software Quality..., User Acceptance Testing, Resource Management, Requirements Analysis, Test Planning, Quality Center
Education
The University of Texas at Arlington
MS
Douglas T. Hoang, CIA,CRMA's Morgan Stanley Experience January 2007 - December 2007
Job Tax & Accounting
Industry Information Technology and Services
Experience
Thomson Reuters June 2014 - Present
Madison October 2009 - November 2011
JPMorgan Chase & Co. January 2008 - September 2009
Morgan Stanley January 2007 - December 2007
Amerest April 2005 - October 2006
Myclik September 2001 - April 2005
State Street January 1999 - December 1999
Skills
Equities, Derivatives, Portfolio Management, Investments, Options, Bloomberg, Securities, Trading, Risk Management, Accounting, Trading Systems, VBA, Capital Markets, Fixed Income, Audit & Assurance, Bonds, Quantitative Finance, Alternative Investments, Investment Advisory, Auditing, Banking & Finance, Internal Audit, Assurance, Applications, Regulation, Hedge Funds, Financial Modeling, Mutual Funds
Education
The University of Texas at Dallas - School of Management
MS, Accounting
The University of Kansas
BA
Thomson Reuters June 2014 - Present
Madison October 2009 - November 2011
JPMorgan Chase & Co. January 2008 - September 2009
Morgan Stanley January 2007 - December 2007
Amerest April 2005 - October 2006
Myclik September 2001 - April 2005
State Street January 1999 - December 1999
Skills
Equities, Derivatives, Portfolio Management, Investments, Options, Bloomberg, Securities, Trading, Risk Management, Accounting, Trading Systems, VBA, Capital Markets, Fixed Income, Audit & Assurance, Bonds, Quantitative Finance, Alternative Investments, Investment Advisory, Auditing, Banking & Finance, Internal Audit, Assurance, Applications, Regulation, Hedge Funds, Financial Modeling, Mutual Funds
Education
The University of Texas at Dallas - School of Management
MS, Accounting
The University of Kansas
BA
Jeff Melvin, MBA's Morgan Stanley Experience June 1996 - October 2003
Job Pfizer Inc.
Industry Pharmaceuticals
Experience
Pfizer January 2013 - Present
Pfizer October 2003 - Present
Pfizer Inc. September 2012 - December 2012
Morgan Stanley June 1996 - October 2003
Education
Capella University 2010 — 2012
MBA, Health Care Management
The University of New Mexico - Robert O. Anderson School of Management 1986 — 1991
Bachelors of Business Administration
Pfizer January 2013 - Present
Pfizer October 2003 - Present
Pfizer Inc. September 2012 - December 2012
Morgan Stanley June 1996 - October 2003
Education
Capella University 2010 — 2012
MBA, Health Care Management
The University of New Mexico - Robert O. Anderson School of Management 1986 — 1991
Bachelors of Business Administration
O. Lee Bowling Jr.'s Morgan Stanley Experience April 2014 - March 2015
Job Expert level sales and advisory executive
Industry Investment Management
Experience
Morgan Stanley April 2014 - March 2015
Carty & Company September 2010 - April 2013
Opvs Group October 2008 - September 2010
NBC Capital Markets /Suntrust Bank 2000 - 2006
Skills
Fixed Income, Investments, Wealth Management, Liquidity Management, Hedge Funds, Investor Relations, Sales Prospecting, Product Marketing, Sales Process, Strategic Prospecting, Sense Of Urgency, Competitive, Problem Solving, Bloomberg, Trading, Investment Banking, Series 7
Education
The University of Memphis 1994 — 1999
Bachelor’s Degree, Marketing Sales/Finance
Morgan Stanley April 2014 - March 2015
Carty & Company September 2010 - April 2013
Opvs Group October 2008 - September 2010
NBC Capital Markets /Suntrust Bank 2000 - 2006
Skills
Fixed Income, Investments, Wealth Management, Liquidity Management, Hedge Funds, Investor Relations, Sales Prospecting, Product Marketing, Sales Process, Strategic Prospecting, Sense Of Urgency, Competitive, Problem Solving, Bloomberg, Trading, Investment Banking, Series 7
Education
The University of Memphis 1994 — 1999
Bachelor’s Degree, Marketing Sales/Finance
Joanna (Fazio) Clark's Morgan Stanley Experience July 2015 - Present
Job VP Regional Lending Advisor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley September 2013 - July 2015
Bank of America March 2007 - September 2013
GMAC (now Ally Bank) June 2002 - March 2007
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Credit Risk, Financial Analysis, Finance, Banking, Commercial Banking, Portfolio Management, Underwriting, Risk Management, Mortgage Lending, Loan Origination, Financial Services, Financial Risk, Financial Modeling
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Finance
The University of Tennessee at Chattanooga 1995 — 1999
BS, Finance
Morgan Stanley July 2015 - Present
Morgan Stanley September 2013 - July 2015
Bank of America March 2007 - September 2013
GMAC (now Ally Bank) June 2002 - March 2007
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Credit Risk, Financial Analysis, Finance, Banking, Commercial Banking, Portfolio Management, Underwriting, Risk Management, Mortgage Lending, Loan Origination, Financial Services, Financial Risk, Financial Modeling
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Finance
The University of Tennessee at Chattanooga 1995 — 1999
BS, Finance
David Bryan Garvin's Morgan Stanley Experience March 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
JPMorgan Chase March 2011 - March 2014
BNY Mellon November 2009 - March 2011
Church Tavern Advisors LLC February 2007 - August 2009
JPMorgan Chase August 2003 - January 2007
Skills
Fixed Income, Banking, Structured Finance, Financial Services, Project Finance, Financial Markets
Education
The University of Texas at Austin
Morgan Stanley March 2014 - Present
JPMorgan Chase March 2011 - March 2014
BNY Mellon November 2009 - March 2011
Church Tavern Advisors LLC February 2007 - August 2009
JPMorgan Chase August 2003 - January 2007
Skills
Fixed Income, Banking, Structured Finance, Financial Services, Project Finance, Financial Markets
Education
The University of Texas at Austin
Ray Fracchia's Morgan Stanley Experience June 1993 - December 2006
Job CFP (R) Partner at Atkins Capital Management, LLC
Industry Financial Services
Experience
Atkins Capital Management December 2006 - Present
Morgan Stanley June 1993 - December 2006
Education
The University of Memphis 1990 — 1991
MBA
University of Alabama 1985 — 1989
BA, English
Atkins Capital Management December 2006 - Present
Morgan Stanley June 1993 - December 2006
Education
The University of Memphis 1990 — 1991
MBA
University of Alabama 1985 — 1989
BA, English
Hu Zhang's Morgan Stanley Experience April 2014 - November 2014
Job VP Model Risk Management at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch November 2014 - Present
Morgan Stanley April 2014 - November 2014
RBC October 2010 - March 2014
RBC November 2009 - September 2010
CIBC November 2007 - November 2009
McMaster University October 2004 - July 2007
Skills
Funding Value Adjustment, FVA, CVA/DVA, Credit Valuation..., Derivatives, Pricing models, Fixed Income, Interest Rate..., Quantitative Analytics, Credit Derivatives, Stochastic Calculus, Financial Risk, Quantitative Finance, IR curves, OIS discounting, OIS, Counterparty Risk, Financial Modeling, Credit Risk, Structured Products, Risk Management, Commodity, Trading, Monte Carlo Simulation, VBA, Market Risk, Financial Markets, Valuation, Bonds, Analytics, Risk Models, commodity derivatives, Basel II, Capital Markets, VAR, Financial Engineering, Credit, Rates, IR derivatives, Structured Finance, Financial Services, Options, Risk Analysis, Investment Banking, incremental risk charge
Education
Christian-Albrechts-Universität zu Kiel 2001 — 2004
Dr. rer. nat.
High School Affliated to Nanjing Normal University
Bank of America Merrill Lynch November 2014 - Present
Morgan Stanley April 2014 - November 2014
RBC October 2010 - March 2014
RBC November 2009 - September 2010
CIBC November 2007 - November 2009
McMaster University October 2004 - July 2007
Skills
Funding Value Adjustment, FVA, CVA/DVA, Credit Valuation..., Derivatives, Pricing models, Fixed Income, Interest Rate..., Quantitative Analytics, Credit Derivatives, Stochastic Calculus, Financial Risk, Quantitative Finance, IR curves, OIS discounting, OIS, Counterparty Risk, Financial Modeling, Credit Risk, Structured Products, Risk Management, Commodity, Trading, Monte Carlo Simulation, VBA, Market Risk, Financial Markets, Valuation, Bonds, Analytics, Risk Models, commodity derivatives, Basel II, Capital Markets, VAR, Financial Engineering, Credit, Rates, IR derivatives, Structured Finance, Financial Services, Options, Risk Analysis, Investment Banking, incremental risk charge
Education
Christian-Albrechts-Universität zu Kiel 2001 — 2004
Dr. rer. nat.
High School Affliated to Nanjing Normal University
Judy Weidler's Morgan Stanley Experience August 1989 - February 2008
Job Loan Services Manager at Home Federal Bank
Industry Financial Services
Experience
Home Federal Bank September 2009 - Present
Morgan Stanley August 1989 - February 2008
Morgan Stanley August 1989 - February 2008
Education
The University of South Dakota 1979 — 1983
Bacehlors Of Science, Business Administration
Home Federal Bank September 2009 - Present
Morgan Stanley August 1989 - February 2008
Morgan Stanley August 1989 - February 2008
Education
The University of South Dakota 1979 — 1983
Bacehlors Of Science, Business Administration
James Levi's Morgan Stanley Experience May 1998 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley May 1998 - Present
Citibank 1989 - 1998
Skills
Equities, Investment Banking, Securities, Back Office, Corporate Actions, Vendor Management, Operations Management, Change Management, Cash Management, Operational Risk..., Financial Services, Risk Management, Derivatives, Management, Capital Markets, Fixed Income, Executive Coaching, Middle Office, Prime Brokerage
Education
Notion 2013 — 2014
Institute of Leadership and Management Series 7, Executive Coaching
The University of Manchester 1986 — 1989
2i, Management Sciences
Morgan Stanley May 1998 - Present
Citibank 1989 - 1998
Skills
Equities, Investment Banking, Securities, Back Office, Corporate Actions, Vendor Management, Operations Management, Change Management, Cash Management, Operational Risk..., Financial Services, Risk Management, Derivatives, Management, Capital Markets, Fixed Income, Executive Coaching, Middle Office, Prime Brokerage
Education
Notion 2013 — 2014
Institute of Leadership and Management Series 7, Executive Coaching
The University of Manchester 1986 — 1989
2i, Management Sciences
Katy Kendall's Morgan Stanley Experience April 2013 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley London January 2013 - April 2013
Morgan Stanley February 2008 - January 2013
Morgan Stanley June 2006 - September 2006
Skills
XML, Sybase, Java, Agile Methodologies, Spring, Hibernate, Trading Systems, Interest Rate..., Ant, SQL, C#, Unix, Clearing, SEF, Dodd frank regulations, Derivatives, Equities, Fixed Income, Investment Banking
Education
The University of Manchester 2004 — 2007
Bachelor of Science (BSc), Computer Science with Business Management
Morgan Stanley April 2013 - Present
Morgan Stanley London January 2013 - April 2013
Morgan Stanley February 2008 - January 2013
Morgan Stanley June 2006 - September 2006
Skills
XML, Sybase, Java, Agile Methodologies, Spring, Hibernate, Trading Systems, Interest Rate..., Ant, SQL, C#, Unix, Clearing, SEF, Dodd frank regulations, Derivatives, Equities, Fixed Income, Investment Banking
Education
The University of Manchester 2004 — 2007
Bachelor of Science (BSc), Computer Science with Business Management
Edward Lin's Morgan Stanley Experience 2009 - 2012
Job Trading Operations at LUKOIL Pan Americas LLC
Industry Oil & Energy
Experience
LUKOIL Pan Americas, LLC December 2012 - Present
Chevron 2012 - 2012
Morgan Stanley 2009 - 2012
Chevron 2005 - 2009
Skills
Commodity Markets, Financial Modeling, Valuation, Petroleum, Risk Management, Energy, Financial Analysis, Financial Forecasting, Corporate Finance, Process Engineering, Mergers, Business Process..., Risk Assessment, Trading, Business Analysis, Business Development, Commodity, Derivatives
Education
The University of Texas at Austin
BA, Biology
University of Houston, C.T. Bauer College of Business
MBA, Finance
LUKOIL Pan Americas, LLC December 2012 - Present
Chevron 2012 - 2012
Morgan Stanley 2009 - 2012
Chevron 2005 - 2009
Skills
Commodity Markets, Financial Modeling, Valuation, Petroleum, Risk Management, Energy, Financial Analysis, Financial Forecasting, Corporate Finance, Process Engineering, Mergers, Business Process..., Risk Assessment, Trading, Business Analysis, Business Development, Commodity, Derivatives
Education
The University of Texas at Austin
BA, Biology
University of Houston, C.T. Bauer College of Business
MBA, Finance
Marty Christopher, CFP, CEBS's Morgan Stanley Experience May 1998 - September 2001
Job Head of Retirement Consultants at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Morgan Keegan / Raymond James January 2006 - December 2013
MLGW September 2001 - January 2006
Morgan Stanley May 1998 - September 2001
Specialty Medical Practice August 1994 - April 1998
Skills
Retirement, Pensions, Wealth, 401k, Financial Services, Defined Benefit, Strategic Financial...
Education
University of Missouri-Columbia
Master’s Degree, Financial Planning
The University of Memphis
Bachelor’s Degree, Finance
Ameriprise Financial Services, Inc. January 2014 - Present
Morgan Keegan / Raymond James January 2006 - December 2013
MLGW September 2001 - January 2006
Morgan Stanley May 1998 - September 2001
Specialty Medical Practice August 1994 - April 1998
Skills
Retirement, Pensions, Wealth, 401k, Financial Services, Defined Benefit, Strategic Financial...
Education
University of Missouri-Columbia
Master’s Degree, Financial Planning
The University of Memphis
Bachelor’s Degree, Finance
Jason Cintron's Morgan Stanley Experience 2006 - 2010
Job Retirement Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2012 - Present
MassMutual Financial Group 2012 - 2014
Morgan Stanley 2006 - 2010
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Series 7, Estate Planning, Series 63, Securities, 401k, Series 6, IRAs, Disability Insurance, Life Insurance, Long-term Care, Financial Services, Asset Allocation, Finance, Financial Advisory, Financial Analysis, Financial Planning
Education
The University of Southern Mississippi
Bachelor of Arts (B.A.), Political Science and Government
MassMutual Financial Group 2012 - Present
MassMutual Financial Group 2012 - 2014
Morgan Stanley 2006 - 2010
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Series 7, Estate Planning, Series 63, Securities, 401k, Series 6, IRAs, Disability Insurance, Life Insurance, Long-term Care, Financial Services, Asset Allocation, Finance, Financial Advisory, Financial Analysis, Financial Planning
Education
The University of Southern Mississippi
Bachelor of Arts (B.A.), Political Science and Government
Tytus Abrahamson's Morgan Stanley Experience March 2010 - March 2014
Job Senior Functional Systems Analyst
Industry Financial Services
Experience
The University of Kansas April 2014 - Present
Morgan Stanley March 2010 - March 2014
Morgan Stanley Smith Barney June 2009 - February 2010
Citi May 2006 - May 2009
Skills
Wealth Management, Financial Services, Compliance, Legal Compliance, Risk Arbitrage, Microsoft Excel, Access Database, Risk Management, AML, Business Planning, Music Production, Music Theory, Musical Theatre, Music Education, Music Performance, General Aviation, Hedge Funds, Alternative Investments
Education
University of Kansas 1996 — 2002
Bachelor's degree, Music Performance
The University of Kansas April 2014 - Present
Morgan Stanley March 2010 - March 2014
Morgan Stanley Smith Barney June 2009 - February 2010
Citi May 2006 - May 2009
Skills
Wealth Management, Financial Services, Compliance, Legal Compliance, Risk Arbitrage, Microsoft Excel, Access Database, Risk Management, AML, Business Planning, Music Production, Music Theory, Musical Theatre, Music Education, Music Performance, General Aviation, Hedge Funds, Alternative Investments
Education
University of Kansas 1996 — 2002
Bachelor's degree, Music Performance
Kevin Holley, Ph.D's Morgan Stanley Experience February 1994 - January 2000
Job
Industry Computer Software
Experience
Data Science Consulting January 2004 - Present
Algorithmic Trading Solutions January 2002 - January 2004
FountainHead Capital February 2000 - December 2002
Morgan Stanley February 1994 - January 2000
Skills
Analytics, Big Data, C++, Data Mining, Economics, Financial Analysis, Java, Microsoft Excel, IT Operations, Perl, Quantitative Research, Applied Mathematics, R, Statistical Modeling, Trading, Unix, Visual Basic
Education
The University of Texas at Austin
Master's degree, Applied Mathematics
The University of Texas at Austin
Bachelor of Science (BS), Electrical Engineering
The University of Texas at Austin
BS, Mathematics
University of Maryland College Park
Ph.D, Applied Mathematics/EE
Data Science Consulting January 2004 - Present
Algorithmic Trading Solutions January 2002 - January 2004
FountainHead Capital February 2000 - December 2002
Morgan Stanley February 1994 - January 2000
Skills
Analytics, Big Data, C++, Data Mining, Economics, Financial Analysis, Java, Microsoft Excel, IT Operations, Perl, Quantitative Research, Applied Mathematics, R, Statistical Modeling, Trading, Unix, Visual Basic
Education
The University of Texas at Austin
Master's degree, Applied Mathematics
The University of Texas at Austin
Bachelor of Science (BS), Electrical Engineering
The University of Texas at Austin
BS, Mathematics
University of Maryland College Park
Ph.D, Applied Mathematics/EE
Jarrett Johnson's Morgan Stanley Experience May 2010 - August 2010
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar December 2013 - Present
Morningstar January 2013 - November 2013
Morningstar August 2011 - December 2012
Morgan Stanley May 2010 - August 2010
Skills
Equities, Business Analysis, Data Analysis, Analysis, Investments, Binge Eating Disorder, Endorsements, Economics, Finance, Jumping, SQL, Valuation, Hedge Funds, Risk Management, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling
Education
The University of Texas at Austin 2008 — 2011
B.A., Economics, Geography. Minor in Business Administration
Morningstar December 2013 - Present
Morningstar January 2013 - November 2013
Morningstar August 2011 - December 2012
Morgan Stanley May 2010 - August 2010
Skills
Equities, Business Analysis, Data Analysis, Analysis, Investments, Binge Eating Disorder, Endorsements, Economics, Finance, Jumping, SQL, Valuation, Hedge Funds, Risk Management, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling
Education
The University of Texas at Austin 2008 — 2011
B.A., Economics, Geography. Minor in Business Administration
David Willmor's Morgan Stanley Experience June 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
Skills
C++, Software Development, Quantitative Research, Trading System, Electronic Trading, Market Making, Fixed Income, Equities, Low Latency, Exchange Connectivity, High Frequency Trading, Trading Systems, Market Data, KDB, Equity Derivatives
Education
The University of Manchester 2003 — 2007
PhD, Computer Science
University of Exeter 2000 — 2003
BSc, Computer Science
Morgan Stanley June 2007 - Present
Skills
C++, Software Development, Quantitative Research, Trading System, Electronic Trading, Market Making, Fixed Income, Equities, Low Latency, Exchange Connectivity, High Frequency Trading, Trading Systems, Market Data, KDB, Equity Derivatives
Education
The University of Manchester 2003 — 2007
PhD, Computer Science
University of Exeter 2000 — 2003
BSc, Computer Science
Hailey Weller's Morgan Stanley Experience 2002 - 2005
Job Finance Director at Concrete Collaborative
Industry Design
Experience
Concrete Collaborative July 2006 - Present
Morgan Stanley Investment Management 2006 - 2007
Morgan Stanley 2002 - 2005
Skills
Financial Modeling, Hedge Funds, Business Strategy, Strategy, Investments, Asset Managment
Education
Melbourne Business School 2005 — 2006
MBA, Finance, General
The University of Queensland 1998 — 2001
Economics
Concrete Collaborative July 2006 - Present
Morgan Stanley Investment Management 2006 - 2007
Morgan Stanley 2002 - 2005
Skills
Financial Modeling, Hedge Funds, Business Strategy, Strategy, Investments, Asset Managment
Education
Melbourne Business School 2005 — 2006
MBA, Finance, General
The University of Queensland 1998 — 2001
Economics
anne hoyt's Morgan Stanley Experience February 2000 - May 2003
Job CoOwner Unrefined Bakery
Industry Food & Beverages
Experience
Unrefined Bakery March 2010 - Present
Vicorp Restuarants, Inc January 2003 - April 2006
Morgan Stanley February 2000 - May 2003
Skills
Strategic Planning, Marketing Strategy, Customer Relations, Business Strategy, Creative Strategy, Entrepreneur, Nutrition, Baking
Education
University of Oklahoma 1979 — 1981
BBA in Econ, Economics
The University of Kansas 1976 — 1978
Business Economics
Unrefined Bakery March 2010 - Present
Vicorp Restuarants, Inc January 2003 - April 2006
Morgan Stanley February 2000 - May 2003
Skills
Strategic Planning, Marketing Strategy, Customer Relations, Business Strategy, Creative Strategy, Entrepreneur, Nutrition, Baking
Education
University of Oklahoma 1979 — 1981
BBA in Econ, Economics
The University of Kansas 1976 — 1978
Business Economics
Alona Nazlymova's Morgan Stanley Experience November 2007 - April 2008
Job Manager
Industry Nonprofit Organization Management
Experience
MorphoTrak December 2012 - April 2015
Infinity Technology, LLC February 2012 - August 2012
Dell Services April 2008 - February 2012
Morgan Stanley November 2007 - April 2008
Fencing Alliance of Ohio June 2004 - April 2008
George Mason Middle School August 2003 - June 2004
Crossing Elementary School September 2002 - August 2003
Administrative Assistant January 2001 - January 2002
Community Works Inc January 2000 - January 2001
Kansas City Olympic Fencing Center January 1994 - January 1998
Skills
Administration, Documentation, Non-profits, Conferences, Deltek, Executive Positions, Billing Systems, System Administration, Software Documentation, Corporate Events, DoD, Document Management, Heavy Calendaring, Travel, Russian, Video Conferencing, Conference Coordination, Teleconferencing, Nonprofits, Proposal Writing, Project Management, Program Management, Government Contracting, Applicant Tracking..., Government, Executive Management, Administrative..., Recruiting, Public Speaking, Research, Coaching, Administrative...
Education
University of Kansas 1998 — 2001
Bachelor of Science, Education
MorphoTrak December 2012 - April 2015
Infinity Technology, LLC February 2012 - August 2012
Dell Services April 2008 - February 2012
Morgan Stanley November 2007 - April 2008
Fencing Alliance of Ohio June 2004 - April 2008
George Mason Middle School August 2003 - June 2004
Crossing Elementary School September 2002 - August 2003
Administrative Assistant January 2001 - January 2002
Community Works Inc January 2000 - January 2001
Kansas City Olympic Fencing Center January 1994 - January 1998
Skills
Administration, Documentation, Non-profits, Conferences, Deltek, Executive Positions, Billing Systems, System Administration, Software Documentation, Corporate Events, DoD, Document Management, Heavy Calendaring, Travel, Russian, Video Conferencing, Conference Coordination, Teleconferencing, Nonprofits, Proposal Writing, Project Management, Program Management, Government Contracting, Applicant Tracking..., Government, Executive Management, Administrative..., Recruiting, Public Speaking, Research, Coaching, Administrative...
Education
University of Kansas 1998 — 2001
Bachelor of Science, Education
Peter Lavelle's Morgan Stanley Experience Assistant ManagerPrice Waterhouse CoopersAugust 1986 - July 1990
Job Managing Director in Finance Change Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Assistant ManagerPrice Waterhouse CoopersAugust 1986 - July 1990
Skills
Equities, Fixed Income, Investment Banking, Alternative Investments, Capital Markets, Investments, Derivatives, Valuation, Securities, Financial Modeling, Trading, Interest Rate..., Financial Markets, Bonds, Corporate Finance, Credit Derivatives, Swaps, Equity Derivatives, Options
Education
Manchester University 1983 — 1986
BA Econ (Hons), Economics, Government, Philosophy
Morgan Stanley Assistant ManagerPrice Waterhouse CoopersAugust 1986 - July 1990
Skills
Equities, Fixed Income, Investment Banking, Alternative Investments, Capital Markets, Investments, Derivatives, Valuation, Securities, Financial Modeling, Trading, Interest Rate..., Financial Markets, Bonds, Corporate Finance, Credit Derivatives, Swaps, Equity Derivatives, Options
Education
Manchester University 1983 — 1986
BA Econ (Hons), Economics, Government, Philosophy
Molly Hendrickson's Morgan Stanley Experience May 2010 - August 2010
Job Customer Service and Sales Representative at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Jayhawk Café February 2010 - June 2012
Morgan Stanley May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Finance, Time Management, Banking, Spanish
Education
University of Kanas 2008 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Kansas 2008 — 2013
Minor, Business/Commerce, General
Wells Fargo August 2013 - Present
Jayhawk Café February 2010 - June 2012
Morgan Stanley May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Finance, Time Management, Banking, Spanish
Education
University of Kanas 2008 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Kansas 2008 — 2013
Minor, Business/Commerce, General
Ethan Ford's Morgan Stanley Experience 2002 - 2003
Job Business Banking Officer at US Bank
Industry Banking
Experience
US Bank April 2012 - Present
Madison Liquidity Investors 2003 - 2012
Morgan Stanley 2002 - 2003
Skills
Management, Credit, Loans, Commercial Banking, Commercial Lending, Loan Origination, Relationship Management
Education
University of Kansas 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
US Bank April 2012 - Present
Madison Liquidity Investors 2003 - 2012
Morgan Stanley 2002 - 2003
Skills
Management, Credit, Loans, Commercial Banking, Commercial Lending, Loan Origination, Relationship Management
Education
University of Kansas 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Diana Leipold's Morgan Stanley Experience August 2005 - September 2006
Job MD Anderson/Volunteer Services
Industry Events Services
Experience
MD Anderson Cancer Center August 2013 - Present
UTHealth Science Center May 2012 - August 2013
Girl Scouts of San Jacinto Council September 2006 - May 2012
Morgan Stanley August 2005 - September 2006
Skills
Event Management, Fundraising, Non-profits, Strategic Planning, Event Planning, Public Relations, Corporate Events, Marketing Communications, Social Media Marketing, Social Media, Social Networking, Press Releases, Media Relations, Stewardship, Nonprofits, Newsletters, Volunteer Management, Strategic Communications, Sponsorship, Community Outreach, Meeting Planning
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
MD Anderson Cancer Center August 2013 - Present
UTHealth Science Center May 2012 - August 2013
Girl Scouts of San Jacinto Council September 2006 - May 2012
Morgan Stanley August 2005 - September 2006
Skills
Event Management, Fundraising, Non-profits, Strategic Planning, Event Planning, Public Relations, Corporate Events, Marketing Communications, Social Media Marketing, Social Media, Social Networking, Press Releases, Media Relations, Stewardship, Nonprofits, Newsletters, Volunteer Management, Strategic Communications, Sponsorship, Community Outreach, Meeting Planning
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Randal Hernandez's Morgan Stanley Experience March 1993 - June 2006
Job Vice President of Business Development at PK Companies
Industry Oil & Energy
Experience
PK Companies August 2008 - Present
Morgan Stanley March 1993 - June 2006
Skills
New Business Development, Business Development, Contract Negotiation, Energy, Strategic Planning, Business Strategy, Negotiation, Sales Management, Petroleum, Project Management, Engineering, Operations Management, Risk Management, Procurement, Contract Management
Education
University of Kansas 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
PK Companies August 2008 - Present
Morgan Stanley March 1993 - June 2006
Skills
New Business Development, Business Development, Contract Negotiation, Energy, Strategic Planning, Business Strategy, Negotiation, Sales Management, Petroleum, Project Management, Engineering, Operations Management, Risk Management, Procurement, Contract Management
Education
University of Kansas 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Brian Grover's Morgan Stanley Experience 2007 - 2014
Job Morgan Stanley (Retired)
Industry Retail
Experience
Morgan Stanley 2007 - 2014
The Bon-Ton Stores, Inc. 1999 - 2006
Phillips Van Heusen 1992 - 1999
KG Retail Stores 1991 - 1992
Dayton Hudson Corp. 1978 - 1991
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Sales, Microsoft Word, Leadership, Strategic Planning, PowerPoint, Project Management
Education
The University of North Dakota 1971 — 1977
Master of Business Administration (M.B.A.), Recreational Admininstration
The University of North Dakota 1971 — 1977
BS and MBA, Recreational Administration
Morgan Stanley 2007 - 2014
The Bon-Ton Stores, Inc. 1999 - 2006
Phillips Van Heusen 1992 - 1999
KG Retail Stores 1991 - 1992
Dayton Hudson Corp. 1978 - 1991
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Sales, Microsoft Word, Leadership, Strategic Planning, PowerPoint, Project Management
Education
The University of North Dakota 1971 — 1977
Master of Business Administration (M.B.A.), Recreational Admininstration
The University of North Dakota 1971 — 1977
BS and MBA, Recreational Administration
Nino Carpenito, CAIA's Morgan Stanley Experience June 1996 - November 2002
Job Investment Professional
Industry Investment Management
Experience
New Mexico State Investment Council April 2008 - Present
Moss Adams LLP September 2005 - March 2008
Morgan Stanley June 1996 - November 2002
Skills
Alternative Investments, Analytics, Due Diligence, Fund of Funds, Hedge Funds, Investments, Portfolio Management, Risk Management
Education
The University of New Mexico
Bachelor of Arts, Political Science
New Mexico State Investment Council April 2008 - Present
Moss Adams LLP September 2005 - March 2008
Morgan Stanley June 1996 - November 2002
Skills
Alternative Investments, Analytics, Due Diligence, Fund of Funds, Hedge Funds, Investments, Portfolio Management, Risk Management
Education
The University of New Mexico
Bachelor of Arts, Political Science
Atma Kabad's Morgan Stanley Experience July 2008 - July 2010
Job Attended University of Pennsylvania Law School
Industry Law Practice
Experience
Vinson and Elkins October 2013 - Present
Morgan Stanley July 2008 - July 2010
Education
University of Pennsylvania Law School 2010 — 2013
Doctor of Law (JD)
The University of Texas at Austin 2004 — 2008
B.B.A., Finance, General
Vinson and Elkins October 2013 - Present
Morgan Stanley July 2008 - July 2010
Education
University of Pennsylvania Law School 2010 — 2013
Doctor of Law (JD)
The University of Texas at Austin 2004 — 2008
B.B.A., Finance, General
Montoya David's Morgan Stanley Experience April 2005 - April 2006
Job Sales Manager at Queston Construction
Industry Construction
Experience
Queston Construction July 2006 - Present
Merrill Lynch April 2006 - July 2006
Morgan Stanley April 2005 - April 2006
Skills
Contract Negotiation, Construction Management, Construction, Contractors, Residential Homes, Renovation, Contract Management, Interior Design, Subcontracting, Green Building, Project Estimation, Flooring
Education
The University of New Mexico 1993 — 2003
Bachelor of Arts (BA), History
St. Pius X High School 1992 — 1995
High School Diploma
Queston Construction July 2006 - Present
Merrill Lynch April 2006 - July 2006
Morgan Stanley April 2005 - April 2006
Skills
Contract Negotiation, Construction Management, Construction, Contractors, Residential Homes, Renovation, Contract Management, Interior Design, Subcontracting, Green Building, Project Estimation, Flooring
Education
The University of New Mexico 1993 — 2003
Bachelor of Arts (BA), History
St. Pius X High School 1992 — 1995
High School Diploma
Hannah Sturm's Morgan Stanley Experience February 2015 - Present
Job Intern at Morgan Stanley
Industry Retail
Experience
Morgan Stanley February 2015 - Present
BBYO January 2015 - Present
Pier 1 Imports March 2014 - Present
Education
The University of New Mexico 2010 — 2014
Bachelor's degree, Signed Language Interpreting
Morgan Stanley February 2015 - Present
BBYO January 2015 - Present
Pier 1 Imports March 2014 - Present
Education
The University of New Mexico 2010 — 2014
Bachelor's degree, Signed Language Interpreting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS