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
Benjamin Reece Benjamin Reece's Morgan Stanley Experience March 2007 - August 2008
Job Manager Code Services at HSB Global Standards
Industry Mechanical or Industrial Engineering
Experience
HSB Global Standards May 2012 - Present
HSB Global Standards August 2008 - April 2012
Morgan Stanley March 2007 - August 2008
Trammell Crow Company March 2005 - March 2006
US Navy August 1998 - August 2004
Skills
Leadership, Management, Predictive Analytics, Engineering, Inspection, Machine Learning, Nuclear, Quality Control, Nuclear Engineering, Piping, Project Planning, Reactor, Materials, Quality Assurance, Team Leadership, Navy, Project Engineering, Project Management, Pipelines, Military, Quality Auditing, Training, Testing, Supervisory Skills, Quality Management
Education
Northwestern University
Master of Science (M.S.), Predictive Analytics
Thomas Edison State College 2004 — 2008
Bachelor of Science (BS), Nuclear Engineering Technology/Technician
Villanova University 2005 — 2006
Certificate, Project Management
Naval Nuclear Power School 1998 — 2000
Project Management
HSB Global Standards May 2012 - Present
HSB Global Standards August 2008 - April 2012
Morgan Stanley March 2007 - August 2008
Trammell Crow Company March 2005 - March 2006
US Navy August 1998 - August 2004
Skills
Leadership, Management, Predictive Analytics, Engineering, Inspection, Machine Learning, Nuclear, Quality Control, Nuclear Engineering, Piping, Project Planning, Reactor, Materials, Quality Assurance, Team Leadership, Navy, Project Engineering, Project Management, Pipelines, Military, Quality Auditing, Training, Testing, Supervisory Skills, Quality Management
Education
Northwestern University
Master of Science (M.S.), Predictive Analytics
Thomas Edison State College 2004 — 2008
Bachelor of Science (BS), Nuclear Engineering Technology/Technician
Villanova University 2005 — 2006
Certificate, Project Management
Naval Nuclear Power School 1998 — 2000
Project Management
Amanda Van Der Heiden Amanda Van Der Heiden's Morgan Stanley Experience September 2010 - February 2012
Job Senior Project Manager at The Training Associates
Industry Professional Training & Coaching
Experience
The Training Associates October 2012 - Present
The Training Associates February 2012 - December 2013
Morgan Stanley September 2010 - February 2012
Morgan Stanley April 2008 - September 2010
Oracle International Marketing August 2006 - June 2007
Skills
Training Delivery, Change Management, Program Management, Training, Workshop Facilitation, Instructor-led Training, Project Management, Coaching, Leadership Development, E-Learning, Organizational..., Blended Learning, Team Building, Executive Coaching, Needs Analysis, Management Consulting, Employee Training, Leadership, Process Improvement, Management, Consulting, Human Resources
Education
Towson University 2003 — 2007
Bachelor of Science (B.S.), Psychology
North Shore High School
The Training Associates October 2012 - Present
The Training Associates February 2012 - December 2013
Morgan Stanley September 2010 - February 2012
Morgan Stanley April 2008 - September 2010
Oracle International Marketing August 2006 - June 2007
Skills
Training Delivery, Change Management, Program Management, Training, Workshop Facilitation, Instructor-led Training, Project Management, Coaching, Leadership Development, E-Learning, Organizational..., Blended Learning, Team Building, Executive Coaching, Needs Analysis, Management Consulting, Employee Training, Leadership, Process Improvement, Management, Consulting, Human Resources
Education
Towson University 2003 — 2007
Bachelor of Science (B.S.), Psychology
North Shore High School
Ashley Howard Ashley Howard's Morgan Stanley Experience March 2007 - February 2014
Job HR Business Partner at XL Catlin
Industry Financial Services
Experience
XL Catlin July 2014 - Present
XL Group February 2014 - July 2014
Morgan Stanley March 2007 - February 2014
Morgan Stanley July 2005 - March 2007
Aflac September 2004 - May 2005
Sheppard Pratt September 2003 - May 2004
Skills
Human Resources, Onboarding, Talent Management, Succession Planning, PeopleSoft, Performance Management, Employee Relations, Employee Benefits, Employee Engagement, Financial Services, Organizational..., Interviews, HR Policies
Education
Towson University
Bachelor of Science (B.S.), Sociology
Yorktown High School
XL Catlin July 2014 - Present
XL Group February 2014 - July 2014
Morgan Stanley March 2007 - February 2014
Morgan Stanley July 2005 - March 2007
Aflac September 2004 - May 2005
Sheppard Pratt September 2003 - May 2004
Skills
Human Resources, Onboarding, Talent Management, Succession Planning, PeopleSoft, Performance Management, Employee Relations, Employee Benefits, Employee Engagement, Financial Services, Organizational..., Interviews, HR Policies
Education
Towson University
Bachelor of Science (B.S.), Sociology
Yorktown High School
Laura Shoemaker Laura Shoemaker's Morgan Stanley Experience March 2012 - June 2012
Job 2L at The University of Texas School of Law
Industry Legal Services
Experience
Scudder Law Firm June 2015 - August 2015
Paramount Pictures October 2012 - April 2013
Klein DeNatale Goldner June 2012 - September 2012
Morgan Stanley March 2012 - June 2012
Skills
Market Research, Database Administration, Cold Calling Experience, Sales, Marketing, Event Planning, Legal Research, Legal Writing, LexisNexis, Westlaw, Due Diligence, Public Speaking, Social Networking, Microsoft Office, Microsoft Excel
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.) Candidate 2017
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (BA), Major: Communication Studies Minor:Global Studies, GPA: 3.817 Cum Laude
Scudder Law Firm June 2015 - August 2015
Paramount Pictures October 2012 - April 2013
Klein DeNatale Goldner June 2012 - September 2012
Morgan Stanley March 2012 - June 2012
Skills
Market Research, Database Administration, Cold Calling Experience, Sales, Marketing, Event Planning, Legal Research, Legal Writing, LexisNexis, Westlaw, Due Diligence, Public Speaking, Social Networking, Microsoft Office, Microsoft Excel
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.) Candidate 2017
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (BA), Major: Communication Studies Minor:Global Studies, GPA: 3.817 Cum Laude
Ameet Tijoriwala Ameet Tijoriwala's Morgan Stanley Experience June 2010 - Present
Job Financial Services and Business Analytics Professional
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
AT&T August 2008 - June 2010
Infinitus, Inc. d/b/a Discount Nutrition Buckhead January 2004 - March 2007
Prudential Bank and Trust Company February 2002 - February 2003
Bank of America July 1996 - December 2001
Federal Deposit Insurance Corporation (FDIC) March 1993 - May 1995
Skills
Business Analysis, Banking, Credit, Marketing, Financial Analysis, Wealth Management, Finance, Valuation, Credit Risk, Risk Management, Credit Analysis, Loans, Process Improvement, Strategic Financial..., Sales, Business Strategy, Financial Planning, Portfolio Management
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Global Management
University of Central Florida 1988 — 1992
BSBA, Finance
Other Education
Morgan Stanley June 2010 - Present
AT&T August 2008 - June 2010
Infinitus, Inc. d/b/a Discount Nutrition Buckhead January 2004 - March 2007
Prudential Bank and Trust Company February 2002 - February 2003
Bank of America July 1996 - December 2001
Federal Deposit Insurance Corporation (FDIC) March 1993 - May 1995
Skills
Business Analysis, Banking, Credit, Marketing, Financial Analysis, Wealth Management, Finance, Valuation, Credit Risk, Risk Management, Credit Analysis, Loans, Process Improvement, Strategic Financial..., Sales, Business Strategy, Financial Planning, Portfolio Management
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Global Management
University of Central Florida 1988 — 1992
BSBA, Finance
Other Education
Michael Fu, CFA Michael Fu, CFA's Morgan Stanley Experience 2007 - July 2012
Job Director, Risk Management at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. May 2012 - Present
Morgan Stanley 2007 - July 2012
American Express 2006 - 2007
Ford Motor Company 2000 - 2006
Skills
Risk Management, SAS, R, VBA
Education
Tongji University
Bachelor's degree, Mechanical Engineering
University of Michigan
Master of Science, Engineering, Doctor of Engineering (Dropped out)
University of Michigan - Ann Arbor
MBA in Finance, Graduation with High Distinction
Angelo, Gordon & Co. May 2012 - Present
Morgan Stanley 2007 - July 2012
American Express 2006 - 2007
Ford Motor Company 2000 - 2006
Skills
Risk Management, SAS, R, VBA
Education
Tongji University
Bachelor's degree, Mechanical Engineering
University of Michigan
Master of Science, Engineering, Doctor of Engineering (Dropped out)
University of Michigan - Ann Arbor
MBA in Finance, Graduation with High Distinction
Yafei Xiang Yafei Xiang's Morgan Stanley Experience June 2011 - March 2012
Job Visiting Student at Columbia University
Industry Financial Services
Experience
Columbia University March 2013 - Present
MSCI Inc. October 2012 - March 2013
GF Securities April 2012 - July 2012
Morgan Stanley June 2011 - March 2012
GE Capital October 2010 - March 2011
Skills
Matlab, Financial Modeling, Investment Strategies, Support Vector..., Option Pricing Models
Education
Tongji University 2011 — 2014
Master's degree, Financial Mathematics
Tongji University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Columbia University March 2013 - Present
MSCI Inc. October 2012 - March 2013
GF Securities April 2012 - July 2012
Morgan Stanley June 2011 - March 2012
GE Capital October 2010 - March 2011
Skills
Matlab, Financial Modeling, Investment Strategies, Support Vector..., Option Pricing Models
Education
Tongji University 2011 — 2014
Master's degree, Financial Mathematics
Tongji University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Louis Gerhardy's Morgan Stanley Experience June 1997 - November 2007
Job Corporate Development
Industry Semiconductors
Experience
Freescale August 2011 - Present
Firmus Incorporated August 2010 - December 2012
Morgan Stanley June 1997 - November 2007
Hualon Microelectronics Corp. ("HMC"), Chino-Excel Technology ("CET"), The Summa Group Limited February 1990 - June 1996
Skills
Financial Modeling, Business Strategy, Strategy, Analysis, Corporate Development, Leadership, Financial Markets, Valuation, Venture Capital, Financial Analysis, Private Equity, Mergers, Investments, Investment Banking, Equities
Education
Thunderbird School of Global Management 1989 — 1990
MS, International Management - Finance
University of Arizona 1983 — 1987
BS, Finance
Freescale August 2011 - Present
Firmus Incorporated August 2010 - December 2012
Morgan Stanley June 1997 - November 2007
Hualon Microelectronics Corp. ("HMC"), Chino-Excel Technology ("CET"), The Summa Group Limited February 1990 - June 1996
Skills
Financial Modeling, Business Strategy, Strategy, Analysis, Corporate Development, Leadership, Financial Markets, Valuation, Venture Capital, Financial Analysis, Private Equity, Mergers, Investments, Investment Banking, Equities
Education
Thunderbird School of Global Management 1989 — 1990
MS, International Management - Finance
University of Arizona 1983 — 1987
BS, Finance
Edward Hassan's Morgan Stanley Experience December 2012 - June 2013
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2013 - Present
Morgan Stanley December 2012 - June 2013
Merrill Lynch June 2011 - December 2012
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Economics
JPMorgan Chase & Co. June 2013 - Present
Morgan Stanley December 2012 - June 2013
Merrill Lynch June 2011 - December 2012
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Economics
Ehab A. Selim, CFP® Ehab A. Selim, CFP®'s Morgan Stanley Experience February 2004 - November 2005
Job Financial Planner at Selim Wealth Management
Industry Financial Services
Experience
Selim Wealth Management April 2014 - Present
New England Financial December 2009 - April 2014
Wachovia Securities Financial Network April 2007 - January 2009
Wachovia Securities November 2005 - April 2007
Morgan Stanley February 2004 - November 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth, Series 7, Financial Planning, Finance, Small Business, Term Life Insurance, Insurance, Asset Allocation, Financial Services, Mutual Funds, Disability Insurance, Estate Planning
Education
Towson University 1995 — 1997
B.S., Business Administration
Selim Wealth Management April 2014 - Present
New England Financial December 2009 - April 2014
Wachovia Securities Financial Network April 2007 - January 2009
Wachovia Securities November 2005 - April 2007
Morgan Stanley February 2004 - November 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth, Series 7, Financial Planning, Finance, Small Business, Term Life Insurance, Insurance, Asset Allocation, Financial Services, Mutual Funds, Disability Insurance, Estate Planning
Education
Towson University 1995 — 1997
B.S., Business Administration
Adrian A. Porras's Morgan Stanley Experience March 2007 - November 2007
Job Contract Negotiator/Business Advisor
Industry Government Administration
Experience
US Department of Defense February 2011 - Present
US Department of Defense May 2010 - August 2010
Cisco Systems February 2008 - June 2009
Morgan Stanley March 2007 - November 2007
Dee Margo for Texas Senate Campaign January 2006 - November 2006
Ford Motor Company May 2005 - August 2005
Skills
Leadership, Negotiation, Logistics, Business Strategy, Customer Service, Strategic Planning, Supply Chain Management, Process Improvement, Spanish, Public Relations, Project Management, Microsoft Excel, Team Leadership, Business Planning, Contract Negotiation, Contract Management, Vendor Management, Marketing Strategy, Social Media, Financial Analysis, Networking, Consulting, Due Diligence, Data Analysis, Proposal Writing, Analysis, Sales, Entrepreneurship, Program Management, Training, Budgets, PowerPoint, Government
Education
Defense Acquisition University 2011 — 2014
Federal Acquisitions
The University of Texas at El Paso 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Coronado High School 1998 — 2002
General Studies
US Department of Defense February 2011 - Present
US Department of Defense May 2010 - August 2010
Cisco Systems February 2008 - June 2009
Morgan Stanley March 2007 - November 2007
Dee Margo for Texas Senate Campaign January 2006 - November 2006
Ford Motor Company May 2005 - August 2005
Skills
Leadership, Negotiation, Logistics, Business Strategy, Customer Service, Strategic Planning, Supply Chain Management, Process Improvement, Spanish, Public Relations, Project Management, Microsoft Excel, Team Leadership, Business Planning, Contract Negotiation, Contract Management, Vendor Management, Marketing Strategy, Social Media, Financial Analysis, Networking, Consulting, Due Diligence, Data Analysis, Proposal Writing, Analysis, Sales, Entrepreneurship, Program Management, Training, Budgets, PowerPoint, Government
Education
Defense Acquisition University 2011 — 2014
Federal Acquisitions
The University of Texas at El Paso 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Coronado High School 1998 — 2002
General Studies
Ayo Cole Ayo Cole's Morgan Stanley Experience May 2008 - December 2009
Job MBA, Class of 2015 at New York University Leonard N. Stern School of Business
Industry Financial Services
Experience
Under Armour August 2015 - Present
Time Inc. May 2014 - August 2014
NBCUniversal, Inc. January 2014 - May 2014
BB&T January 2010 - July 2013
Morgan Stanley May 2008 - December 2009
Skills
Financial Analysis, Credit, Credit Analysis, Loans, Banking, Small Business Lending, Credit Risk, Loan Origination, Commercial Banking, Commercial Lending, Business Development, Investments, Underwriting
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Towson University 2004 — 2008
Bachelor of Science, Business Administration
Under Armour August 2015 - Present
Time Inc. May 2014 - August 2014
NBCUniversal, Inc. January 2014 - May 2014
BB&T January 2010 - July 2013
Morgan Stanley May 2008 - December 2009
Skills
Financial Analysis, Credit, Credit Analysis, Loans, Banking, Small Business Lending, Credit Risk, Loan Origination, Commercial Banking, Commercial Lending, Business Development, Investments, Underwriting
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Towson University 2004 — 2008
Bachelor of Science, Business Administration
Brandon Klusak Brandon Klusak's Morgan Stanley Experience February 2011 - August 2013
Job Sales Finance Manager at McCormick
Industry Food & Beverages
Experience
McCormick & Company September 2015 - Present
McCormick & Company August 2013 - September 2015
Morgan Stanley February 2011 - August 2013
T. Rowe Price November 2009 - February 2011
Wells Fargo January 2008 - June 2009
Skills
New Business Development, Financial Analysis, Financial Reporting, Finance, Sales, Sales Operations, Fixed Income, Project Management, Project Planning, Customer Service, Customer Satisfaction, Customer Retention, Quantitative Analytics, Marketing Communications, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Series 6, Series 63, People Skills, Relationship Management, Building Relationships, Highly detail oriented, Reliable, Adaptability, Efficent, Interpersonal Skill, Integration, Multi Tasking, Competitive, Mutual Funds, Financial Services, Leadership, PowerPoint, Management
Education
University of Baltimore 2015 — 2018
Master of Business Administration (M.B.A.)
Towson University 2001 — 2005
Bachelor's degree, Business Administration and Management, Marketing
McCormick & Company September 2015 - Present
McCormick & Company August 2013 - September 2015
Morgan Stanley February 2011 - August 2013
T. Rowe Price November 2009 - February 2011
Wells Fargo January 2008 - June 2009
Skills
New Business Development, Financial Analysis, Financial Reporting, Finance, Sales, Sales Operations, Fixed Income, Project Management, Project Planning, Customer Service, Customer Satisfaction, Customer Retention, Quantitative Analytics, Marketing Communications, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Series 6, Series 63, People Skills, Relationship Management, Building Relationships, Highly detail oriented, Reliable, Adaptability, Efficent, Interpersonal Skill, Integration, Multi Tasking, Competitive, Mutual Funds, Financial Services, Leadership, PowerPoint, Management
Education
University of Baltimore 2015 — 2018
Master of Business Administration (M.B.A.)
Towson University 2001 — 2005
Bachelor's degree, Business Administration and Management, Marketing
Alison K Muller Alison K Muller's Morgan Stanley Experience 2003 - 2005
Job Major Account Manager, CFO at Island Seafood Transportation, Inc.
Industry Financial Services
Experience
Island Seafood Transportation, Inc. July 2011 - Present
Merrill Lynch May 2006 - July 2011
Smith Barney January 2006 - May 2006
Morgan Stanley 2003 - 2005
Skills
Series 7, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Series 6, Investment Advisory, 401k, Asset Allocation, Fixed Annuities
Education
Towson University 2002 — 2006
Business, Marketing
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor
Dale Carnegie 2007 — 2008
Effective Communications and Human Relations
Personal Training Institute 2003 — 2003
Certified Personal Trainer
Island Seafood Transportation, Inc. July 2011 - Present
Merrill Lynch May 2006 - July 2011
Smith Barney January 2006 - May 2006
Morgan Stanley 2003 - 2005
Skills
Series 7, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Series 6, Investment Advisory, 401k, Asset Allocation, Fixed Annuities
Education
Towson University 2002 — 2006
Business, Marketing
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor
Dale Carnegie 2007 — 2008
Effective Communications and Human Relations
Personal Training Institute 2003 — 2003
Certified Personal Trainer
LINDA LEATHERWOOD LINDA LEATHERWOOD's Morgan Stanley Experience January 1977 - September 2002
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley January 1977 - September 2002
Education
The University of Texas at El Paso 1969 — 1973
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley January 1977 - September 2002
Education
The University of Texas at El Paso 1969 — 1973
Ross Corbitt's Morgan Stanley Experience July 2014 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Azure Capital February 2009 - June 2014
Finsia (Financial Services Institute of Australasia) 2010 - May 2014
EY February 2008 - March 2008
Deloitte Australia January 2008 - February 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Mergers & Acquisitions, Financial Analysis, Equities, Financial Accounting, Finance, Asset Management, Corporate Governance, IPO, Investments, M&A experience, Project Finance, Restructuring, Risk Management, Financial Structuring, Capital Markets, Business Valuation, Corporate Development, Financial Services, Financial Markets
Education
The University of Western Australia 2001 — 2008
Bachelor of Commerce (B.Com. First Class Honors), Bachelor of Engineering (B.Eng. Honors), Investment Finance, Financial Accounting, Civil Engineering
Kaplan Professional (formerly FINSIA) 2010 — 2011
Graduate Diploma of Applied Finance, Major: Corporate Finance
Morgan Stanley July 2014 - Present
Azure Capital February 2009 - June 2014
Finsia (Financial Services Institute of Australasia) 2010 - May 2014
EY February 2008 - March 2008
Deloitte Australia January 2008 - February 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Mergers & Acquisitions, Financial Analysis, Equities, Financial Accounting, Finance, Asset Management, Corporate Governance, IPO, Investments, M&A experience, Project Finance, Restructuring, Risk Management, Financial Structuring, Capital Markets, Business Valuation, Corporate Development, Financial Services, Financial Markets
Education
The University of Western Australia 2001 — 2008
Bachelor of Commerce (B.Com. First Class Honors), Bachelor of Engineering (B.Eng. Honors), Investment Finance, Financial Accounting, Civil Engineering
Kaplan Professional (formerly FINSIA) 2010 — 2011
Graduate Diploma of Applied Finance, Major: Corporate Finance
Aggalia Ellis Aggalia Ellis's Morgan Stanley Experience June 2001 - July 2003
Job Project Manager
Industry Logistics and Supply Chain
Experience
Nidec Motor Corporation (Formerly EMERSON MOTORS) February 2008 - February 2012
BJC HealthCare 2012 - 2012
Anheuser-Busch May 2007 - February 2008
A.G. Edwards July 2003 - August 2004
Morgan Stanley June 2001 - July 2003
Skills
Business Process, Supply Chain Management, Process Improvement, Agile Project Management, Lean Manufacturing, Six Sigma, User Experience, Purchasing, Cross-functional Team..., Program Management, Microsoft Word, Microsoft Publisher, Microsoft FrontPage, Microsoft Project, SAP, Oracle, Clarity, Microsoft Office..., Groupwise, Microsoft Excel, Microsoft Access, Balsamiq, Microsoft Visio, Microsoft PowerPoint
Education
Washington University in St. Louis 2006 — 2007
Master of Business Administration (MBA), International Business and Eastern Asia
Tongji University 2004 — 2006
Mandarin Chinese, Shanghai, China
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), International Business, Cum Laude
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), International Studies Latin America, Magna Cum Laude
Nidec Motor Corporation (Formerly EMERSON MOTORS) February 2008 - February 2012
BJC HealthCare 2012 - 2012
Anheuser-Busch May 2007 - February 2008
A.G. Edwards July 2003 - August 2004
Morgan Stanley June 2001 - July 2003
Skills
Business Process, Supply Chain Management, Process Improvement, Agile Project Management, Lean Manufacturing, Six Sigma, User Experience, Purchasing, Cross-functional Team..., Program Management, Microsoft Word, Microsoft Publisher, Microsoft FrontPage, Microsoft Project, SAP, Oracle, Clarity, Microsoft Office..., Groupwise, Microsoft Excel, Microsoft Access, Balsamiq, Microsoft Visio, Microsoft PowerPoint
Education
Washington University in St. Louis 2006 — 2007
Master of Business Administration (MBA), International Business and Eastern Asia
Tongji University 2004 — 2006
Mandarin Chinese, Shanghai, China
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), International Business, Cum Laude
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), International Studies Latin America, Magna Cum Laude
Bethel Nathan Bethel Nathan's Morgan Stanley Experience December 1998 - November 2000
Job Business Elevation Coach at Elevate by Bethel, Ordained Officiant at Ceremonies by Bethel, Owner at Asked to Officiate
Industry Consumer Services
Experience
Elevate by Bethel September 2014 - Present
Ceremonies By Bethel May 2009 - Present
Initial Impression October 2003 - December 2012
Goldman Sachs November 2000 - February 2003
Morgan Stanley December 1998 - November 2000
Morgan Stanley March 1996 - November 1998
Morgan Stanley - Tokyo Office April 1994 - March 1996
JET Program - Japanese Government - Tarami-cho, Nagasaki-ken, Japan August 1991 - July 1992
Skills
Fundraising, Event Management, Social Media Marketing, Non-profits, Public Speaking, Marketing, Social Media, Marketing Communications, Microsoft Excel, Wedding Planning, Marketing Strategy, Weddings, Customer Service, Parties, Entertainment, Team Building, Ceremonies, Online Marketing, Social Networking, Entrepreneurship, Trade Shows, Training, Celebrations, Management, Leadership, Sales, Time Management, New Business Development, Nonprofits, Small Business, Hospitality, Program Management
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business - Finance and Japan
Thunderbird School of Global Management 1992 — 1993
MBA, International Business - Finance and Japan
University of California, Berkeley 1987 — 1991
BA, Political Science and Asian Studies (Japan)
Helix High School 1983 — 1987
Elevate by Bethel September 2014 - Present
Ceremonies By Bethel May 2009 - Present
Initial Impression October 2003 - December 2012
Goldman Sachs November 2000 - February 2003
Morgan Stanley December 1998 - November 2000
Morgan Stanley March 1996 - November 1998
Morgan Stanley - Tokyo Office April 1994 - March 1996
JET Program - Japanese Government - Tarami-cho, Nagasaki-ken, Japan August 1991 - July 1992
Skills
Fundraising, Event Management, Social Media Marketing, Non-profits, Public Speaking, Marketing, Social Media, Marketing Communications, Microsoft Excel, Wedding Planning, Marketing Strategy, Weddings, Customer Service, Parties, Entertainment, Team Building, Ceremonies, Online Marketing, Social Networking, Entrepreneurship, Trade Shows, Training, Celebrations, Management, Leadership, Sales, Time Management, New Business Development, Nonprofits, Small Business, Hospitality, Program Management
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business - Finance and Japan
Thunderbird School of Global Management 1992 — 1993
MBA, International Business - Finance and Japan
University of California, Berkeley 1987 — 1991
BA, Political Science and Asian Studies (Japan)
Helix High School 1983 — 1987
Daren Gonzalez's Morgan Stanley Experience 2001 - 2003
Job President at Virtual Auto Sport
Industry Wholesale
Experience
Virtual Auto Sport March 2012 - Present
Adrenaline Drive January 2012 - Present
Office Depot 2008 - July 2012
Tui Lifestyles 2010 - 2011
Micromotorsport Hobbies 2001 - 2008
Condocerts 2002 - 2004
Morgan Stanley 2001 - 2003
Marcus Evans 1999 - 2001
Skills
Sales, Account Management, Sales Management, Marketing Communications, Customer Retention, Team Building, Sales Presentations, Product Development, Advertising, Negotiation, Customer Service, Strategic Partnerships, Cold Calling, Strategic Planning, Selling, Training
Education
Towson University 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Middletown High
Virtual Auto Sport March 2012 - Present
Adrenaline Drive January 2012 - Present
Office Depot 2008 - July 2012
Tui Lifestyles 2010 - 2011
Micromotorsport Hobbies 2001 - 2008
Condocerts 2002 - 2004
Morgan Stanley 2001 - 2003
Marcus Evans 1999 - 2001
Skills
Sales, Account Management, Sales Management, Marketing Communications, Customer Retention, Team Building, Sales Presentations, Product Development, Advertising, Negotiation, Customer Service, Strategic Partnerships, Cold Calling, Strategic Planning, Selling, Training
Education
Towson University 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Middletown High
David Sergeant David Sergeant's Morgan Stanley Experience January 2005 - February 2009
Job President of Washingtonian Appraisals www.WashingtonianAppraisals.com
Industry Fine Art
Experience
Washingtonian Appraisals January 2002 - Present
Sloans & Kenyon, Auctioneers and Appraisers February 2010 - April 2012
Rast & Sergeant Antiques February 2000 - February 2011
Morgan Stanley January 2005 - February 2009
Merrill Lynch September 2003 - January 2005
Skills
Fine Art, Antique Furniture, Modern Furniture, Limited Edition Prints, Lithography, Sterling Silver, Oil Painting, Watercolor, Rugs, Antiques, Antiquities, Ethnography, Asian Art, Ivory, Jade, Sculpture, Bronze Sculpture, Porcelain, Pottery, Ceramic, Oil on Canvas, African Art, Glass, Musical Instruments, Books, Ephemera, Clocks, Chandeliers, Small Arms, Weapons, Tapestry, Vintage Clothing, Wine, Estate Administration, Galleries, Museum Collections, Auctions
Education
Gresham College
Art/Art Studies, General
The Courtauld Institute of Art
Art History, Criticism and Conservation
Towson University
Bachelor of Arts, Fine Arts & International Business
Washingtonian Appraisals January 2002 - Present
Sloans & Kenyon, Auctioneers and Appraisers February 2010 - April 2012
Rast & Sergeant Antiques February 2000 - February 2011
Morgan Stanley January 2005 - February 2009
Merrill Lynch September 2003 - January 2005
Skills
Fine Art, Antique Furniture, Modern Furniture, Limited Edition Prints, Lithography, Sterling Silver, Oil Painting, Watercolor, Rugs, Antiques, Antiquities, Ethnography, Asian Art, Ivory, Jade, Sculpture, Bronze Sculpture, Porcelain, Pottery, Ceramic, Oil on Canvas, African Art, Glass, Musical Instruments, Books, Ephemera, Clocks, Chandeliers, Small Arms, Weapons, Tapestry, Vintage Clothing, Wine, Estate Administration, Galleries, Museum Collections, Auctions
Education
Gresham College
Art/Art Studies, General
The Courtauld Institute of Art
Art History, Criticism and Conservation
Towson University
Bachelor of Arts, Fine Arts & International Business
Cynthia A Bailey Cynthia A Bailey's Morgan Stanley Experience July 2013 - April 2014
Job Experienced Project Manager in the Financial Services Industry
Industry Financial Services
Experience
Citi August 2014 - Present
Morgan Stanley July 2013 - April 2014
Citi December 2010 - July 2013
Citi 2007 - 2010
Citi 2004 - 2007
J.P. Morgan 2000 - 2004
Citi 1996 - 2000
Skills
Risk Management, Financial Risk, SDLC, Capital Markets, Operational Risk..., AML, Securities, Wealth Management, Program Management, Private Banking, Project Portfolio..., PMP, IT Strategy, Project Management, Business Process..., Business Process..., KYC, Financial Analysis, Relationship Management, Enterprise Risk..., Project Delivery, Business Process, Portfolio Management, Finance, Strategy, Analytics, Requirements Gathering, Internet Banking, Business Requirements, Due Diligence, Payments, Investments, Governance, Information Technology, Vendor Management, Software Project..., CRM, Quality Assurance, User Acceptance Testing, MS Project, Agile Methodologies, Analysis, Software Documentation, Waterfall, Testing, Project Planning, Management, Leadership, Resource Management, Microsoft Project
Education
Thunderbird School of Global Management
Master of Business Administration, MBA
Northrop University
Bachelor of Science (B.S.), Aerospace Engineering
Citi August 2014 - Present
Morgan Stanley July 2013 - April 2014
Citi December 2010 - July 2013
Citi 2007 - 2010
Citi 2004 - 2007
J.P. Morgan 2000 - 2004
Citi 1996 - 2000
Skills
Risk Management, Financial Risk, SDLC, Capital Markets, Operational Risk..., AML, Securities, Wealth Management, Program Management, Private Banking, Project Portfolio..., PMP, IT Strategy, Project Management, Business Process..., Business Process..., KYC, Financial Analysis, Relationship Management, Enterprise Risk..., Project Delivery, Business Process, Portfolio Management, Finance, Strategy, Analytics, Requirements Gathering, Internet Banking, Business Requirements, Due Diligence, Payments, Investments, Governance, Information Technology, Vendor Management, Software Project..., CRM, Quality Assurance, User Acceptance Testing, MS Project, Agile Methodologies, Analysis, Software Documentation, Waterfall, Testing, Project Planning, Management, Leadership, Resource Management, Microsoft Project
Education
Thunderbird School of Global Management
Master of Business Administration, MBA
Northrop University
Bachelor of Science (B.S.), Aerospace Engineering
Raul Bencomo Jr Raul Bencomo Jr's Morgan Stanley Experience December 2004 - February 2006
Job Wealth Advisor
Industry Investment Management
Experience
Bencomo Wealth Management March 2010 - Present
Anytime Fitness December 2008 - Present
Chase Investment Services February 2006 - March 2010
Morgan Stanley December 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Estate Planning, Investments, Finance, Wealth, Wealth Management..., Wealth Accumulation, Mutual Funds, Portfolio Management, Asset Allocation, Series 63, FINRA, Financial Advisory, Investment Strategies, Investment Advisory, IRAs, Investment Management, Small Business, Life Insurance, Securities, Insurance, Uniform Combined State..., Financial Planning, Wealth Preservation..., Fixed Annuities, Leadership, Alternative Investments, Asset Management, Bonds, 401k, Strategic Financial..., Personal Finance, Financial Services, Series 66, Retirement Income..., IRA's, Wealth Accumulation..., Variable Annuities, High Net Worth..., 401k Rollovers, Stocks
Education
The University of Texas at El Paso 2000 — 2004
BBA, Finance
Bencomo Wealth Management March 2010 - Present
Anytime Fitness December 2008 - Present
Chase Investment Services February 2006 - March 2010
Morgan Stanley December 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Estate Planning, Investments, Finance, Wealth, Wealth Management..., Wealth Accumulation, Mutual Funds, Portfolio Management, Asset Allocation, Series 63, FINRA, Financial Advisory, Investment Strategies, Investment Advisory, IRAs, Investment Management, Small Business, Life Insurance, Securities, Insurance, Uniform Combined State..., Financial Planning, Wealth Preservation..., Fixed Annuities, Leadership, Alternative Investments, Asset Management, Bonds, 401k, Strategic Financial..., Personal Finance, Financial Services, Series 66, Retirement Income..., IRA's, Wealth Accumulation..., Variable Annuities, High Net Worth..., 401k Rollovers, Stocks
Education
The University of Texas at El Paso 2000 — 2004
BBA, Finance
Ashley Stallknecht's Morgan Stanley Experience April 2013 - November 2014
Job Financial Services Professional
Industry Financial Services
Experience
T. Rowe Price November 2014 - Present
Morgan Stanley April 2013 - November 2014
BB&T April 2012 - April 2013
Outback Steakhouse November 2003 - June 2012
BB&T February 2011 - April 2012
Skills
Goal-oriented..., Oral & Written..., Highly detail oriented, Reliable, Customer-focused Service, Grasp New Concepts..., Multi Tasking, Hands-on Problem Solver, Work in A Fast Paced..., Motivated self-starter, Supervisory Skills, Interviews, Building Relationships, Customer Service, Leadership
Education
Towson University 2005 — 2009
Bachelor of Science (BS), Audiology/Audiologist and Speech-Language Pathology/Pathologist
T. Rowe Price November 2014 - Present
Morgan Stanley April 2013 - November 2014
BB&T April 2012 - April 2013
Outback Steakhouse November 2003 - June 2012
BB&T February 2011 - April 2012
Skills
Goal-oriented..., Oral & Written..., Highly detail oriented, Reliable, Customer-focused Service, Grasp New Concepts..., Multi Tasking, Hands-on Problem Solver, Work in A Fast Paced..., Motivated self-starter, Supervisory Skills, Interviews, Building Relationships, Customer Service, Leadership
Education
Towson University 2005 — 2009
Bachelor of Science (BS), Audiology/Audiologist and Speech-Language Pathology/Pathologist
Steven Teixeira's Morgan Stanley Experience September 2012 - December 2012
Job Sanctions Analyst at Barclays
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - November 2014
Rite Way Valet January 2011 - March 2013
Morgan Stanley September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Health Economics, Economic Modeling, International Economics, Economics, Management, Account Management, Financial Analysis, Financial Modeling, Strategic Financial..., Inspiring People, Connecting People, People Skills, Determined to Succeed, Highly Reliable, Marketing Strategy, Customer Service, Financial Planning, Finance, Microsoft Office, Social Media, Social Media Marketing
Education
Towson University 2008 — 2013
Bachelor of Science, Economics
Brown Brothers Harriman September 2013 - November 2014
Rite Way Valet January 2011 - March 2013
Morgan Stanley September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Health Economics, Economic Modeling, International Economics, Economics, Management, Account Management, Financial Analysis, Financial Modeling, Strategic Financial..., Inspiring People, Connecting People, People Skills, Determined to Succeed, Highly Reliable, Marketing Strategy, Customer Service, Financial Planning, Finance, Microsoft Office, Social Media, Social Media Marketing
Education
Towson University 2008 — 2013
Bachelor of Science, Economics
Carla Miller's Morgan Stanley Experience January 2013 - June 2014
Job Passion for Excellence | Achieving results by anticipating needs through a flexible and comprehensive approach
Industry Financial Services
Experience
PMR, LLC June 2010 - Present
Morgan Stanley January 2013 - June 2014
North American Properties October 2008 - June 2010
United Way of Greater Cincinnati April 2007 - September 2008
Western & Southern Financial Group January 2001 - January 2007
Skills
Leadership, Management, Strategic Planning, Process Improvement, Customer Service, Team Building, Project Management, Budgets, Sales, Strategy, Software Testing, Process Auditing, Microsoft CRM, Junxure, Individual Contributor, Insurance Operations, Organizational Change, Customer Service..., Escalation Resolution, Business Process..., Technical Training, Staff Development
Education
Thomas More College 1995 — 1998
BBA, Business Administration
PMR, LLC June 2010 - Present
Morgan Stanley January 2013 - June 2014
North American Properties October 2008 - June 2010
United Way of Greater Cincinnati April 2007 - September 2008
Western & Southern Financial Group January 2001 - January 2007
Skills
Leadership, Management, Strategic Planning, Process Improvement, Customer Service, Team Building, Project Management, Budgets, Sales, Strategy, Software Testing, Process Auditing, Microsoft CRM, Junxure, Individual Contributor, Insurance Operations, Organizational Change, Customer Service..., Escalation Resolution, Business Process..., Technical Training, Staff Development
Education
Thomas More College 1995 — 1998
BBA, Business Administration
Brandon Daniels's Morgan Stanley Experience January 2014 - July 2015
Job Fixed Income Derivatives Associate at Crédit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB August 2015 - Present
Morgan Stanley January 2014 - July 2015
Medifast, Inc May 2013 - August 2013
Skills
Fixed Income, Interest Rate..., PHP, HTML, Microsoft Excel, Microsoft Visio, SQL, Agile & Waterfall..., Agile Testing, IT Project Lifecycle, Microsoft Access, Visual Basic, Trading, Financial Analysis, Options
Education
Towson University 2011 — 2013
Bachelor of Science (BS), Computer Information Systems
University of Maryland College Park
Crédit Agricole CIB August 2015 - Present
Morgan Stanley January 2014 - July 2015
Medifast, Inc May 2013 - August 2013
Skills
Fixed Income, Interest Rate..., PHP, HTML, Microsoft Excel, Microsoft Visio, SQL, Agile & Waterfall..., Agile Testing, IT Project Lifecycle, Microsoft Access, Visual Basic, Trading, Financial Analysis, Options
Education
Towson University 2011 — 2013
Bachelor of Science (BS), Computer Information Systems
University of Maryland College Park
Sarah Englehart's Morgan Stanley Experience June 2014 - Present
Job Summer Operations Analyst | Morgan Stanley | Sarah.E.Englehart@gmail.com | Towson University, 2015
Industry Writing and Editing
Experience
Morgan Stanley June 2014 - Present
Maryland Photography, Inc. October 2013 - Present
The Cheesecake Factory June 2011 - November 2013
Heritage Financial Consultants LLC March 2013 - May 2013
J&L Marketing, Inc. September 2012 - May 2013
Skills
Team Leadership, Public Speaking, Time Management, Event Planning, Organization, Event Management, PowerPoint, Microsoft Excel, Data Entry, Word Processors, Bookkeeping, Writing, Research, Social Media, Organiz
Education
Towson University 2010 — 2015
High School, Business Administration and Finance, English, Senior
Long Reach High School 2006 — 2010
Morgan Stanley June 2014 - Present
Maryland Photography, Inc. October 2013 - Present
The Cheesecake Factory June 2011 - November 2013
Heritage Financial Consultants LLC March 2013 - May 2013
J&L Marketing, Inc. September 2012 - May 2013
Skills
Team Leadership, Public Speaking, Time Management, Event Planning, Organization, Event Management, PowerPoint, Microsoft Excel, Data Entry, Word Processors, Bookkeeping, Writing, Research, Social Media, Organiz
Education
Towson University 2010 — 2015
High School, Business Administration and Finance, English, Senior
Long Reach High School 2006 — 2010
Candace (Candace Johnson) Martino Candace (Candace Johnson) Martino's Morgan Stanley Experience January 2014 - July 2015
Job Corporate Finance Manager
Industry Nonprofit Organization Management
Experience
World Relief July 2015 - Present
Buddy Staigerwald for Baltimore County Council November 2013 - Present
Morgan Stanley January 2014 - July 2015
Morgan Stanley January 2011 - July 2014
T. Rowe Price June 2010 - December 2010
T. Rowe Price January 2007 - January 2010
Allied Advertising January 2006 - January 2007
1st Mariner Bank January 2002 - January 2007
Skills
Series 7, Mutual Funds, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Strongly self-motivated, Legal Compliance, Risk Management, Securities, Team Leadership, Independent Thinking, Build Strong..., Creative Strategy, Passion for Helping..., Budget Forecasts, Campaign Finance, Political Campaigns, Budget Monitoring, Financial Policies &..., Conflict Analysis, Conflict Prevention, Trade Compliance, Gap Analysis, Operational Efficiency, Risk Assessment, Disaster Response, Disaster Recovery, Customer Service, Finance, Microsoft Office, Microsoft Excel, Banking, Wealth Management
Education
University of Baltimore 2012 — 2016
Master of Public Administration (MPA), Public Administration, 4.0
Towson University 2003 — 2008
BS, Business Administration; Marketing
World Relief July 2015 - Present
Buddy Staigerwald for Baltimore County Council November 2013 - Present
Morgan Stanley January 2014 - July 2015
Morgan Stanley January 2011 - July 2014
T. Rowe Price June 2010 - December 2010
T. Rowe Price January 2007 - January 2010
Allied Advertising January 2006 - January 2007
1st Mariner Bank January 2002 - January 2007
Skills
Series 7, Mutual Funds, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Strongly self-motivated, Legal Compliance, Risk Management, Securities, Team Leadership, Independent Thinking, Build Strong..., Creative Strategy, Passion for Helping..., Budget Forecasts, Campaign Finance, Political Campaigns, Budget Monitoring, Financial Policies &..., Conflict Analysis, Conflict Prevention, Trade Compliance, Gap Analysis, Operational Efficiency, Risk Assessment, Disaster Response, Disaster Recovery, Customer Service, Finance, Microsoft Office, Microsoft Excel, Banking, Wealth Management
Education
University of Baltimore 2012 — 2016
Master of Public Administration (MPA), Public Administration, 4.0
Towson University 2003 — 2008
BS, Business Administration; Marketing
Pei-Chin ANDREW's Morgan Stanley Experience September 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
Skills
Financial Analysis, Series 7, Series 66, Security Trading, Asset Allocation, Mutual Funds, Banking, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Investment Advisory, Portfolio Management, Equities, Financial Services, Equity Research, Capital Markets, Investment Management, Wealth Management..., Retirement, Asset Management, Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Financial Planning
Education
Thunderbird School of Global Management 1997 — 1998
MBA
Morgan Stanley September 2011 - Present
Skills
Financial Analysis, Series 7, Series 66, Security Trading, Asset Allocation, Mutual Funds, Banking, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Investment Advisory, Portfolio Management, Equities, Financial Services, Equity Research, Capital Markets, Investment Management, Wealth Management..., Retirement, Asset Management, Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Financial Planning
Education
Thunderbird School of Global Management 1997 — 1998
MBA
Catherine E Symanek Catherine E Symanek's Morgan Stanley Experience March 2015 - Present
Job Assistant Vice President Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Private Wealth Management 2006 - March 2015
Smith Barney 2004 - 2006
Legg Mason 1999 - 2004
Skills
Series 7, Series 9, Series 10, Series 31, Series 63, Financial Planning..., Management, Investments, Mutual Funds, Wealth Management, Marketing, Securities, Sales, Strategic Planning, Estate Planning, Equities, Series 65, Alternative Investments, Asset Allocation, Retirement Planning, 401k, Retirement, FINRA, Portfolio Management, Investment Advisory, Financial Services, Uniform Combined State..., Strategic Financial..., Asset Management
Education
Towson University 1994 — 1997
Bachelor of Science, Biology
Morgan Stanley March 2015 - Present
Morgan Stanley Private Wealth Management 2006 - March 2015
Smith Barney 2004 - 2006
Legg Mason 1999 - 2004
Skills
Series 7, Series 9, Series 10, Series 31, Series 63, Financial Planning..., Management, Investments, Mutual Funds, Wealth Management, Marketing, Securities, Sales, Strategic Planning, Estate Planning, Equities, Series 65, Alternative Investments, Asset Allocation, Retirement Planning, 401k, Retirement, FINRA, Portfolio Management, Investment Advisory, Financial Services, Uniform Combined State..., Strategic Financial..., Asset Management
Education
Towson University 1994 — 1997
Bachelor of Science, Biology
Thomas Enderle, CFP®, ChFC®,'s Morgan Stanley Experience August 1998 - June 2005
Job Chartered Financial Consultant™ at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2005 - Present
Lions Club of Western hills 2001 - 2012
Morgan Stanley August 1998 - June 2005
Skills
401k, Asset Allocation, Financial Planners, Wealth Management, Investment Strategies, Investment Advisory, Insurance, IRAs, Investments, Financial Planning, Retirement Income..., College Savings Plans, Roth IRA, Wealth Accumulation
Education
Thomas More College 1993 — 1995
Bachelor, Business Administration
Elder High School 1977 — 1981
LPL Financial May 2005 - Present
Lions Club of Western hills 2001 - 2012
Morgan Stanley August 1998 - June 2005
Skills
401k, Asset Allocation, Financial Planners, Wealth Management, Investment Strategies, Investment Advisory, Insurance, IRAs, Investments, Financial Planning, Retirement Income..., College Savings Plans, Roth IRA, Wealth Accumulation
Education
Thomas More College 1993 — 1995
Bachelor, Business Administration
Elder High School 1977 — 1981
Brian J. Rosso's Morgan Stanley Experience January 1999 - May 2000
Job Enabling Organizations to Profit from All of their Data
Industry Computer Software
Experience
Cloudera July 2014 - Present
IBM September 2011 - July 2014
ProTrak International June 2007 - September 2011
InterDesign April 2003 - June 2007
Mentor Graphics September 2001 - April 2003
Solid Information Technology June 2000 - September 2001
Morgan Stanley January 1999 - May 2000
Merrill Lynch August 1994 - January 1999
Skills
Enterprise Software..., Web Customer Experience, Mobile Cust Experience, SaaS, Mobile Applications, A/B testing, New Business Development, Analytics, Business Intelligence, Big Data, Demand Generation, Territory..., Consultative Selling..., Conversion Optimization, E-commerce, M-commerce, User Experience, Usability, Mobile/ Web..., Social Media, Start-ups, Mobile Technology, Enterprise Software
Education
Towson University 1990 — 1994
BS, Accounting
DALE CARNEGIE & MILLER HEIMAN
Professional Business Development / Sales Management
Merrill Lynch
Certified Financial Manager, Finance
University of California, Santa Cruz
Certificate, Network Management
Cloudera July 2014 - Present
IBM September 2011 - July 2014
ProTrak International June 2007 - September 2011
InterDesign April 2003 - June 2007
Mentor Graphics September 2001 - April 2003
Solid Information Technology June 2000 - September 2001
Morgan Stanley January 1999 - May 2000
Merrill Lynch August 1994 - January 1999
Skills
Enterprise Software..., Web Customer Experience, Mobile Cust Experience, SaaS, Mobile Applications, A/B testing, New Business Development, Analytics, Business Intelligence, Big Data, Demand Generation, Territory..., Consultative Selling..., Conversion Optimization, E-commerce, M-commerce, User Experience, Usability, Mobile/ Web..., Social Media, Start-ups, Mobile Technology, Enterprise Software
Education
Towson University 1990 — 1994
BS, Accounting
DALE CARNEGIE & MILLER HEIMAN
Professional Business Development / Sales Management
Merrill Lynch
Certified Financial Manager, Finance
University of California, Santa Cruz
Certificate, Network Management
Adrian Stein's Morgan Stanley Experience October 2010 - August 2011
Job Vice President CRM Lead Solutions Architect
Industry Information Technology and Services
Experience
Neuberger Berman August 2011 - Present
Morgan Stanley October 2010 - August 2011
GlobalOne June 2010 - August 2010
Martha Stewart Living Omnimedia November 2009 - March 2010
Bank of America / Willis HRH July 2005 - August 2009
Staten Island Bank/Columbia Home Loans January 2000 - June 2005
Skills
Salesforce.com, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, CRM, Microsoft Publisher, Event Management, InDesign, Visio, Marketing
Education
Thomas Edison State College 2009 — 2011
Neuberger Berman August 2011 - Present
Morgan Stanley October 2010 - August 2011
GlobalOne June 2010 - August 2010
Martha Stewart Living Omnimedia November 2009 - March 2010
Bank of America / Willis HRH July 2005 - August 2009
Staten Island Bank/Columbia Home Loans January 2000 - June 2005
Skills
Salesforce.com, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, CRM, Microsoft Publisher, Event Management, InDesign, Visio, Marketing
Education
Thomas Edison State College 2009 — 2011
Eileen McGivney Eileen McGivney's Morgan Stanley Experience January 2007 - May 2007
Job Attorney at Weik, Nitsche, Dougherty & Galbraith
Industry Law Practice
Experience
Weik, Nitsche, Dougherty & Galbraith December 2012 - Present
Weik, Nitsche, Dougherty & Galbraith November 2011 - December 2012
Delaware Department of Justice January 2011 - May 2011
Brutscher, Foley, Milliner & Land, LLP January 2011 - May 2011
Morgan Stanley January 2007 - May 2007
Skills
Personal Injury..., Workers Compensation, Civil Litigation, Courts, Legal Research, Legal Writing
Education
Thomas M. Cooley Law School 2008 — 2011
Juris Doctor
University of Delaware 2003 — 2007
Bachelor of Arts (B.A.), English
Weik, Nitsche, Dougherty & Galbraith December 2012 - Present
Weik, Nitsche, Dougherty & Galbraith November 2011 - December 2012
Delaware Department of Justice January 2011 - May 2011
Brutscher, Foley, Milliner & Land, LLP January 2011 - May 2011
Morgan Stanley January 2007 - May 2007
Skills
Personal Injury..., Workers Compensation, Civil Litigation, Courts, Legal Research, Legal Writing
Education
Thomas M. Cooley Law School 2008 — 2011
Juris Doctor
University of Delaware 2003 — 2007
Bachelor of Arts (B.A.), English
Christopher Hamilton, CPA, MBA Christopher Hamilton, CPA, MBA's Morgan Stanley Experience August 2012 - Present
Job Senior Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2012 - Present
Reznick Group July 2005 - August 2012
Skills
GAAP, Auditing, Accounting, Financial Statements, Tax, Consolidation, Finance, US GAAP, Internal Controls, CPA, Financial Reporting, SEC filings, General Ledger, Sarbanes-Oxley Act, External Audit
Education
Towson University 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park 2001 — 2005
Bachelor of Science (B.S.), Accounting
Morgan Stanley August 2012 - Present
Reznick Group July 2005 - August 2012
Skills
GAAP, Auditing, Accounting, Financial Statements, Tax, Consolidation, Finance, US GAAP, Internal Controls, CPA, Financial Reporting, SEC filings, General Ledger, Sarbanes-Oxley Act, External Audit
Education
Towson University 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park 2001 — 2005
Bachelor of Science (B.S.), Accounting
Mitchell Chadrow Mitchell Chadrow's Morgan Stanley Experience May 2009 - Present
Job Legal, Bank & Fiduciary Professional.
Industry Legal Services
Experience
Morgan Stanley May 2009 - Present
BNY Mellon 2007 - 2009
Univest 2004 - 2007
Education
Villanova University School of Law 1994 — 1995
LL.M, Law Taxation
Thomas M. Cooley Law School 1991 — 1994
J.D., Law
Morgan Stanley May 2009 - Present
BNY Mellon 2007 - 2009
Univest 2004 - 2007
Education
Villanova University School of Law 1994 — 1995
LL.M, Law Taxation
Thomas M. Cooley Law School 1991 — 1994
J.D., Law
Joshua Joannides's Morgan Stanley Experience June 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
The Towerlight August 2013 - June 2014
Towson University August 2013 - May 2014
Ameriprise Financial Services, Inc. January 2013 - January 2014
The Yard Barber Inc. April 2008 - August 2013
Costco Wholesale January 2013 - May 2013
Sidelines Snack Bar and Grill June 2007 - January 2009
The Yard Barber Inc. May 2005 - April 2008
Skills
Financial Analysis, Bloomberg Terminal, Operations Management, Writing, Supervisory Experience, Group Leadership, Oral & Written..., Stock Market Analysis, Bookkeeping, Spanish-speaking, Problem Solving, Discipline, Committment, Financial Accounting, Analytics, Presentations, Tutoring, Time Management, Pay Close Attention to..., Conflict Resolution, Conflict Management
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administration, Accounting and Finance, 3.6 GPA
Morgan Stanley June 2014 - Present
The Towerlight August 2013 - June 2014
Towson University August 2013 - May 2014
Ameriprise Financial Services, Inc. January 2013 - January 2014
The Yard Barber Inc. April 2008 - August 2013
Costco Wholesale January 2013 - May 2013
Sidelines Snack Bar and Grill June 2007 - January 2009
The Yard Barber Inc. May 2005 - April 2008
Skills
Financial Analysis, Bloomberg Terminal, Operations Management, Writing, Supervisory Experience, Group Leadership, Oral & Written..., Stock Market Analysis, Bookkeeping, Spanish-speaking, Problem Solving, Discipline, Committment, Financial Accounting, Analytics, Presentations, Tutoring, Time Management, Pay Close Attention to..., Conflict Resolution, Conflict Management
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administration, Accounting and Finance, 3.6 GPA
Terry Hershey Terry Hershey's Morgan Stanley Experience March 2012 - November 2014
Job Owner, Financial Advisor at NewForm Advisors, LLC
Industry Financial Services
Experience
NewForm Advisors, LLC October 2014 - Present
Morgan Stanley March 2012 - November 2014
Hershey and Hershey May 2002 - February 2012
Edward Jones Investments June 1998 - May 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Strategic Financial..., Estate Planning
Education
The University of Texas at San Antonio 1987 — 1988
Teaching English as a Second or Foreign Language/ESL Language Instructor
Bluffton University 1979 — 1983
Bachelor of Arts in Religion
NewForm Advisors, LLC October 2014 - Present
Morgan Stanley March 2012 - November 2014
Hershey and Hershey May 2002 - February 2012
Edward Jones Investments June 1998 - May 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Strategic Financial..., Estate Planning
Education
The University of Texas at San Antonio 1987 — 1988
Teaching English as a Second or Foreign Language/ESL Language Instructor
Bluffton University 1979 — 1983
Bachelor of Arts in Religion
Todd Traynor's Morgan Stanley Experience 1998 - 2001
Job Project Manager at Traynor Consulting, Inc.
Industry Management Consulting
Experience
Traynor Consulting, Inc. January 1998 - Present
Insurity 2006 - 2009
LPL Financial January 2004 - July 2004
Morgan Stanley 1998 - 2001
Metlife 1997 - 1998
PaineWebber 1992 - 1997
Skills
Software Project..., Program Management, Requirements Analysis, Project Portfolio..., SDLC, Business Analysis, Requirements Gathering, Agile Project Management, PMP, PMO, Resource Management, Business Process..., Business Process Design, Vendor Management, Business Intelligence, SharePoint, Visio, Process Improvement, Change Management, Consulting, Project Management, Waterfall, Management Consulting, Enterprise Software, Information Technology, Product Management, Strategy, Management, Strategic Planning, Integration, Analysis, Marketing Strategy, Start-ups
Education
Thunderbird School of Global Management 1988 — 1989
MIM, Master of International Management
Traynor Consulting, Inc. January 1998 - Present
Insurity 2006 - 2009
LPL Financial January 2004 - July 2004
Morgan Stanley 1998 - 2001
Metlife 1997 - 1998
PaineWebber 1992 - 1997
Skills
Software Project..., Program Management, Requirements Analysis, Project Portfolio..., SDLC, Business Analysis, Requirements Gathering, Agile Project Management, PMP, PMO, Resource Management, Business Process..., Business Process Design, Vendor Management, Business Intelligence, SharePoint, Visio, Process Improvement, Change Management, Consulting, Project Management, Waterfall, Management Consulting, Enterprise Software, Information Technology, Product Management, Strategy, Management, Strategic Planning, Integration, Analysis, Marketing Strategy, Start-ups
Education
Thunderbird School of Global Management 1988 — 1989
MIM, Master of International Management
Brett Ungar Brett Ungar's Morgan Stanley Experience 2004 - 2005
Job Brett Ungar Real Estate Appraiser
Industry Real Estate
Experience
Brett Ungar - Real Estate Appraiser March 2005 - Present
Morgan Stanley 2004 - 2005
Skills
Condos, Single Family Homes, Commercial Real Estate, Townhomes, Manufactured, Duplexes, Multi-unit, Appraisals, FHA, Residential Homes, Appraising, Farms, Foreclosures, REO, Real Estate, Underwriting, Mortgage Lending, Finance, Credit, Investors, Real Estate Financing, Short Sales, Brokerage, Refinance
Education
Towson University 1999 — 2003
Business, Finance
Brett Ungar - Real Estate Appraiser March 2005 - Present
Morgan Stanley 2004 - 2005
Skills
Condos, Single Family Homes, Commercial Real Estate, Townhomes, Manufactured, Duplexes, Multi-unit, Appraisals, FHA, Residential Homes, Appraising, Farms, Foreclosures, REO, Real Estate, Underwriting, Mortgage Lending, Finance, Credit, Investors, Real Estate Financing, Short Sales, Brokerage, Refinance
Education
Towson University 1999 — 2003
Business, Finance
Griff Zolninger's Morgan Stanley Experience 2002 - 2005
Job Realtor at Keller Williams Realty Heritage
Industry Real Estate
Experience
Keller Williams Realty Heritage December 2011 - Present
Coldwell Banker D'Ann Harper, REALTORS August 2005 - December 2011
Morgan Stanley 2002 - 2005
Skills
Residential Real Estate, Military Relocation..., Relocation Specialist, Foreclosures, Real Estate, Residential Homes, New Home Sales, Listings, Buyer Representation, Sellers, Single Family Homes, First Time Home Buyers, Buyers, Relocation, Referrals, Move Up Buyers, Home Staging, Rentals, REO, Real Property, Condos, Townhomes, Investment Properties, New Homes, Real Estate Transactions, ABR, Investors, Short Sales, Listing Homes
Education
Roosevelt High School 1977 — 1981
The University of Texas at San Antonio
Keller Williams Realty Heritage December 2011 - Present
Coldwell Banker D'Ann Harper, REALTORS August 2005 - December 2011
Morgan Stanley 2002 - 2005
Skills
Residential Real Estate, Military Relocation..., Relocation Specialist, Foreclosures, Real Estate, Residential Homes, New Home Sales, Listings, Buyer Representation, Sellers, Single Family Homes, First Time Home Buyers, Buyers, Relocation, Referrals, Move Up Buyers, Home Staging, Rentals, REO, Real Property, Condos, Townhomes, Investment Properties, New Homes, Real Estate Transactions, ABR, Investors, Short Sales, Listing Homes
Education
Roosevelt High School 1977 — 1981
The University of Texas at San Antonio
Cameron Schmiemann Cameron Schmiemann's Morgan Stanley Experience June 2011 - January 2013
Job Account Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems June 2014 - Present
TEKsystems February 2013 - June 2014
Morgan Stanley June 2011 - January 2013
Skills
Recruiting, Temporary Staffing, Staff Augmentation, Networking, Technical Recruiting, Staffing Services, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Contract Recruitment, Talent Acquisition, Sourcing
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), Economics
TEKsystems June 2014 - Present
TEKsystems February 2013 - June 2014
Morgan Stanley June 2011 - January 2013
Skills
Recruiting, Temporary Staffing, Staff Augmentation, Networking, Technical Recruiting, Staffing Services, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Contract Recruitment, Talent Acquisition, Sourcing
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), Economics
Steven Pelzer Steven Pelzer's Morgan Stanley Experience July 2004 - July 2006
Job Assistant Operations Manager
Industry Investment Management
Experience
Penn Mutual July 2012 - March 2014
UBS July 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Deutsche Bank August 1981 - April 2003
Education
Towson University
Bachelor's Degree, Business Administration
Penn Mutual July 2012 - March 2014
UBS July 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Deutsche Bank August 1981 - April 2003
Education
Towson University
Bachelor's Degree, Business Administration
Christian Sadlier Christian Sadlier's Morgan Stanley Experience 2000 - 2002
Job Client Relationship Executive Director, Banking & Capital Markets at PwC
Industry Management Consulting
Experience
PwC 2010 - Present
Lambert, Edwards & Associates 2008 - 2010
Christensen 2006 - 2008
American International Group 2005 - 2006
Advent Capital Management 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Banking, Program Management, Capital Markets, Management, Strategy, Finance, Valuation, Financial Analysis, Financial Modeling, Executive Management, Management Consulting, Business Transformation, IT Strategy, Budgets, Start-ups, Financial Institutions, Analytics
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA
PwC 2010 - Present
Lambert, Edwards & Associates 2008 - 2010
Christensen 2006 - 2008
American International Group 2005 - 2006
Advent Capital Management 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Banking, Program Management, Capital Markets, Management, Strategy, Finance, Valuation, Financial Analysis, Financial Modeling, Executive Management, Management Consulting, Business Transformation, IT Strategy, Budgets, Start-ups, Financial Institutions, Analytics
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA
Puneeth Simha Kadaba Sathya Kumar Puneeth Simha Kadaba Sathya Kumar's Morgan Stanley Experience January 2008 - August 2008
Job Software Development Engineer in Test II at Amazon Music
Industry Information Technology and Services
Experience
Amazon Music July 2013 - Present
Microsoft October 2011 - July 2013
Microsoft February 2009 - October 2011
Morgan Stanley January 2008 - August 2008
Infosys July 2005 - December 2006
IBM February 2005 - May 2005
Skills
Visual Studio, .NET, Testing, Java Enterprise Edition, Software Development, Objective-C, Java, SQL, Software Design, Manual Testing, Software Engineering, XML, HTML, C++, Mac OS X, SDLC, Test Planning, C, Xcode, C#, RPG, J2EE, AppleScript, UML, Automation, Test Driven Development, Functional Testing, Mentoring New Hires, TestNG, JUnit, Test Automation, Agile Methodologies, Scrum, Spring, Software Quality..., Professional Mentoring, Object Oriented Design, Web Services, Eclipse, Test Strategy, Unit Testing, OOP, Design Patterns, Web Applications, Web Development, Requirements Analysis, Continuous Integration, Quality Assurance, Agile Project Management, Linux
Education
The University of Texas at Dallas 2007 — 2008
M.S, Software Engineering
PES Institute of Technology 2001 — 2005
B.E, Information Science and Engineering
MES College Bangalore 1999 — 2001
Amazon Music July 2013 - Present
Microsoft October 2011 - July 2013
Microsoft February 2009 - October 2011
Morgan Stanley January 2008 - August 2008
Infosys July 2005 - December 2006
IBM February 2005 - May 2005
Skills
Visual Studio, .NET, Testing, Java Enterprise Edition, Software Development, Objective-C, Java, SQL, Software Design, Manual Testing, Software Engineering, XML, HTML, C++, Mac OS X, SDLC, Test Planning, C, Xcode, C#, RPG, J2EE, AppleScript, UML, Automation, Test Driven Development, Functional Testing, Mentoring New Hires, TestNG, JUnit, Test Automation, Agile Methodologies, Scrum, Spring, Software Quality..., Professional Mentoring, Object Oriented Design, Web Services, Eclipse, Test Strategy, Unit Testing, OOP, Design Patterns, Web Applications, Web Development, Requirements Analysis, Continuous Integration, Quality Assurance, Agile Project Management, Linux
Education
The University of Texas at Dallas 2007 — 2008
M.S, Software Engineering
PES Institute of Technology 2001 — 2005
B.E, Information Science and Engineering
MES College Bangalore 1999 — 2001
Peggy Brill Peggy Brill's Morgan Stanley Experience 1994 - Present
Job 1560 Broadway (or 165 West 46th Street) Suite 1007, 10th floor at Brill Physical Therapy NEW Times Square
Industry Health, Wellness and Fitness
Experience
Doctor Zhivago Broadway Musical October 2014 - Present
Brill Physical Therapy NEW Times Square January 2014 - Present
The Dr Oz Show 2011 - Present
Credit Suisse February 2000 - Present
Brill Physical Therapy 1994 - Present
Brill Physical Therapy 1994 - Present
Morgan Stanley 1994 - Present
Skills
Physical Therapy, Orthopedic, Strategic Planning, Sports Medicine, Healthcare, Wellness, Strategy, Spine, Series 7, Healthcare Management, Public Speaking, Entrepreneurship, Research, Social Media, Fitness, Manual Therapy, Rehabilitation, Strength Training, Pain Management, Musculoskeletal Injuries, Shoulder, Clinical Research, Orthopedic..., Musculoskeletal, Pelvic Pain, Outpatient Orthopedics, Sports Injuries, Low Back Pain, Hip
Education
Active Release Techniques 2013 — 2015
Certified ART Provider, Manual Therapy
Kean University
BS, Physical Therapy/Therapist
Touro College
Master of Arts, Orthopedic PT Masters
Doctor Zhivago Broadway Musical October 2014 - Present
Brill Physical Therapy NEW Times Square January 2014 - Present
The Dr Oz Show 2011 - Present
Credit Suisse February 2000 - Present
Brill Physical Therapy 1994 - Present
Brill Physical Therapy 1994 - Present
Morgan Stanley 1994 - Present
Skills
Physical Therapy, Orthopedic, Strategic Planning, Sports Medicine, Healthcare, Wellness, Strategy, Spine, Series 7, Healthcare Management, Public Speaking, Entrepreneurship, Research, Social Media, Fitness, Manual Therapy, Rehabilitation, Strength Training, Pain Management, Musculoskeletal Injuries, Shoulder, Clinical Research, Orthopedic..., Musculoskeletal, Pelvic Pain, Outpatient Orthopedics, Sports Injuries, Low Back Pain, Hip
Education
Active Release Techniques 2013 — 2015
Certified ART Provider, Manual Therapy
Kean University
BS, Physical Therapy/Therapist
Touro College
Master of Arts, Orthopedic PT Masters
Rafael Terrazas's Morgan Stanley Experience May 2008 - August 2008
Job Financial Analysis Sr. Advisor at Dell
Industry Information Technology and Services
Experience
Dell August 2009 - Present
TKS 2012 - 2013
Morgan Stanley May 2008 - August 2008
Sponsors for Educational Opportunity May 2008 - August 2008
Lockheed Martin June 2006 - August 2006
Skills
Financial Analysis
Education
The University of Texas at El Paso 2004 — 2009
BBA, Finance
University of Antwerp 2007 — 2007
Economics
Dell August 2009 - Present
TKS 2012 - 2013
Morgan Stanley May 2008 - August 2008
Sponsors for Educational Opportunity May 2008 - August 2008
Lockheed Martin June 2006 - August 2006
Skills
Financial Analysis
Education
The University of Texas at El Paso 2004 — 2009
BBA, Finance
University of Antwerp 2007 — 2007
Economics
Michael Thomassen, CFP®, MBA, Masters of International Mgmt Michael Thomassen, CFP®, MBA, Masters of International Mgmt's Morgan Stanley Experience December 2010 - January 2012
Job Independent Financial Strategist
Industry Financial Services
Experience
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
John Shook John Shook's Morgan Stanley Experience September 1994 - June 2001
Job Managing Director President, CEO
Industry Investment Management
Experience
Attalus Capital January 2014 - Present
Bell Rock Capital Management LLP October 2012 - January 2014
De Putron Fund Management January 2006 - September 2012
GLG Partners June 2001 - December 2005
Morgan Stanley September 1994 - June 2001
Merrill Lynch Europe October 1988 - March 1994
Donaldson, Lufkin & Jenrette July 1985 - September 1988
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Equities, Derivatives, Fund Of Funds, Asset Allocation, Investments, Bloomberg, Investment Strategies, Investment Management, Financial Markets, Wealth Management, Due Diligence, Investor Relations, Institutional Investors, Options, Investment Advisory, Securities, Institutional..., Asset Management, Funding, Prime Brokerage, Equity Derivatives, Financial Services
Education
Thunderbird School of Global Management 1984 — 1984
MBA
University of North Carolina at Charlotte 1978 — 1982
BA
Attalus Capital January 2014 - Present
Bell Rock Capital Management LLP October 2012 - January 2014
De Putron Fund Management January 2006 - September 2012
GLG Partners June 2001 - December 2005
Morgan Stanley September 1994 - June 2001
Merrill Lynch Europe October 1988 - March 1994
Donaldson, Lufkin & Jenrette July 1985 - September 1988
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Equities, Derivatives, Fund Of Funds, Asset Allocation, Investments, Bloomberg, Investment Strategies, Investment Management, Financial Markets, Wealth Management, Due Diligence, Investor Relations, Institutional Investors, Options, Investment Advisory, Securities, Institutional..., Asset Management, Funding, Prime Brokerage, Equity Derivatives, Financial Services
Education
Thunderbird School of Global Management 1984 — 1984
MBA
University of North Carolina at Charlotte 1978 — 1982
BA
Wayne Wennick Wayne Wennick's Morgan Stanley Experience 1991 - 2004
Job Sales at AVM LP
Industry Financial Services
Experience
AVM 2009 - Present
III Associates/AVM 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 1991 - 2004
Yamaichi International America 1988 - 1991
Skills
Sales, Fixed Income, Hedge Funds, Derivatives, Trading, Financial Markets, Capital Markets, Alternative Investments, New Business Development, Electronic Trading, Account Management, Asset Management, Investment Banking, Private Equity, Wealth Management, Risk Management, Microsoft Excel, Portfolio Management, Start-ups, Equities, Investments, Microsoft Office, Options, Strategic Financial..., Financial Risk
Education
Thunderbird School of Global Management 1986 — 1987
MBA, Japanese/Business
University of Notre Dame 1981 — 1986
BA, Japanese
AVM 2009 - Present
III Associates/AVM 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 1991 - 2004
Yamaichi International America 1988 - 1991
Skills
Sales, Fixed Income, Hedge Funds, Derivatives, Trading, Financial Markets, Capital Markets, Alternative Investments, New Business Development, Electronic Trading, Account Management, Asset Management, Investment Banking, Private Equity, Wealth Management, Risk Management, Microsoft Excel, Portfolio Management, Start-ups, Equities, Investments, Microsoft Office, Options, Strategic Financial..., Financial Risk
Education
Thunderbird School of Global Management 1986 — 1987
MBA, Japanese/Business
University of Notre Dame 1981 — 1986
BA, Japanese
Chris Ritten Chris Ritten's Morgan Stanley Experience October 1991 - March 2003
Job President at Julius Capital Partners
Industry Fund-Raising
Experience
Julius Capital Partners May 2014 - Present
Saint Thomas Academy June 2009 - January 2014
San Miguel Schools Chicago March 2008 - January 2009
Deutsche Bank Securities March 2003 - June 2007
Morgan Stanley October 1991 - March 2003
Skills
Public Speaking, Event Planning, Non-profits, Fixed Income, Fundraising, Philanthropy, Bonds, Strategic Planning, Series 7, Research, Leadership, Alumni Relations, Nonprofits, Stewardship, Volunteer Management, Planned Giving, Annual Giving, Community Outreach, Strategy, Finance, Management, Marketing
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, Finance, German
University of Notre Dame 1980 — 1984
Bachelor of Arts, English, Business, German
Saint Thomas Academy 1976 — 1980
Julius Capital Partners May 2014 - Present
Saint Thomas Academy June 2009 - January 2014
San Miguel Schools Chicago March 2008 - January 2009
Deutsche Bank Securities March 2003 - June 2007
Morgan Stanley October 1991 - March 2003
Skills
Public Speaking, Event Planning, Non-profits, Fixed Income, Fundraising, Philanthropy, Bonds, Strategic Planning, Series 7, Research, Leadership, Alumni Relations, Nonprofits, Stewardship, Volunteer Management, Planned Giving, Annual Giving, Community Outreach, Strategy, Finance, Management, Marketing
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, Finance, German
University of Notre Dame 1980 — 1984
Bachelor of Arts, English, Business, German
Saint Thomas Academy 1976 — 1980
Erin Gandara's Morgan Stanley Experience January 2006 - February 2007
Job Business Operations Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen January 2012 - October 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company February 2007 - December 2010
Morgan Stanley January 2006 - February 2007
JP Morgan Chase October 2003 - March 2006
CUNA Mutual Group January 1998 - November 2003
Skills
Financial Reporting, Accounts Receivable, General Ledger, Office Administration, Firm Administration, Cost Control, Time and billing..., Client Billing, Accounts Payable, Management, Budgets, Account Reconciliation, Human Resources, Financial Statements, Office Management, Benefits Administration, Finance, Payroll
Education
The University of Texas at El Paso 1999 — 2004
BA, Finance
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen January 2012 - October 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company February 2007 - December 2010
Morgan Stanley January 2006 - February 2007
JP Morgan Chase October 2003 - March 2006
CUNA Mutual Group January 1998 - November 2003
Skills
Financial Reporting, Accounts Receivable, General Ledger, Office Administration, Firm Administration, Cost Control, Time and billing..., Client Billing, Accounts Payable, Management, Budgets, Account Reconciliation, Human Resources, Financial Statements, Office Management, Benefits Administration, Finance, Payroll
Education
The University of Texas at El Paso 1999 — 2004
BA, Finance
John Sermania John Sermania's Morgan Stanley Experience June 1996 - October 1998
Job at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC October 2009 - Present
Sovereign Bank January 2009 - November 2009
Lincoln Financial Distributors December 2007 - September 2008
AIG SunAmerica October 2006 - December 2007
AIG SunAmerica December 2000 - October 2006
First Union Brokerage Services October 1998 - December 2000
Morgan Stanley June 1996 - October 1998
Skills
Series 7, Investments, Series 63, Retirement, Financial Advisory, Sales&Marketing, Unit Investment Trusts, Financial Services, Relationship..., Business Development, Separately Managed..., Relationship Management, Variable Annuities, Fixed Annuities, Mutual Funds, 401k
Education
Thomas Edison State College 1993 — 1996
B.S. B.A., Business
Villanova University
TS Capital, LLC October 2009 - Present
Sovereign Bank January 2009 - November 2009
Lincoln Financial Distributors December 2007 - September 2008
AIG SunAmerica October 2006 - December 2007
AIG SunAmerica December 2000 - October 2006
First Union Brokerage Services October 1998 - December 2000
Morgan Stanley June 1996 - October 1998
Skills
Series 7, Investments, Series 63, Retirement, Financial Advisory, Sales&Marketing, Unit Investment Trusts, Financial Services, Relationship..., Business Development, Separately Managed..., Relationship Management, Variable Annuities, Fixed Annuities, Mutual Funds, 401k
Education
Thomas Edison State College 1993 — 1996
B.S. B.A., Business
Villanova University
Daniel Minus, PMP, CSM Daniel Minus, PMP, CSM's Morgan Stanley Experience June 2012 - November 2012
Job Business Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Morgan Stanley June 2012 - November 2012
Bank of America April 2010 - November 2011
Relegence Corp / AOL June 2005 - November 2009
IconNicholson November 2002 - May 2005
Cutter Associates May 2002 - November 2002
ebusinessware November 2000 - August 2001
marchFIRST (USWeb/CKS) July 1999 - October 2000
Chase Manhattan Bank November 1997 - July 1999
First Union (now part of Wachovia) March 1995 - November 1997
Skills
Project Management, Agile Methodologies, Risk Management, Program Management, Business Analysis, PMO, Project Portfolio..., Software Project..., SDLC, Agile Project Management, Change Management, Vendor Management, Business Process, Requirements Analysis, PMP, Product Management, SQL, Requirements Gathering, Process Improvement, CRM, Cross-functional Team..., MS Project, Software Development, Product Development, Team Building
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Management; Finance
Wake Forest University 1987 — 1991
BA, History, Minor in Spanish
Shelby High
Shelby High
Bank of America November 2012 - Present
Morgan Stanley June 2012 - November 2012
Bank of America April 2010 - November 2011
Relegence Corp / AOL June 2005 - November 2009
IconNicholson November 2002 - May 2005
Cutter Associates May 2002 - November 2002
ebusinessware November 2000 - August 2001
marchFIRST (USWeb/CKS) July 1999 - October 2000
Chase Manhattan Bank November 1997 - July 1999
First Union (now part of Wachovia) March 1995 - November 1997
Skills
Project Management, Agile Methodologies, Risk Management, Program Management, Business Analysis, PMO, Project Portfolio..., Software Project..., SDLC, Agile Project Management, Change Management, Vendor Management, Business Process, Requirements Analysis, PMP, Product Management, SQL, Requirements Gathering, Process Improvement, CRM, Cross-functional Team..., MS Project, Software Development, Product Development, Team Building
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Management; Finance
Wake Forest University 1987 — 1991
BA, History, Minor in Spanish
Shelby High
Shelby High
Lindsay Elder Baublitz's Morgan Stanley Experience July 2009 - May 2010
Job Vice President in Business Valuation and Investment Banking
Industry Capital Markets
Experience
SC&H Group April 2012 - Present
Near and Deer 2011 - Present
Johnson, Mirmiran & Thompson May 2010 - March 2012
Morgan Stanley July 2009 - May 2010
Johnson, Mirmiran & Thompson November 2007 - June 2009
Blue Point Investment Management, LLC August 2007 - December 2007
Skills
Mergers & Acquisitions, Due Diligence, Finance, Business Valuation, Accounting, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Budgets, Access, Financial Modeling, Management, Financial Reporting, Valuation, Intellectual Property..., Enterprise Valuation, Equity Valuation, Social Media Marketing, Marketing Strategy, Online Marketing, E-commerce, Brand Awareness, Startup Development, Website Updating, QuickBooks, Bank Reconciliation, Painting, Creative Arts, Investment Banking
Education
Towson University 2005 — 2009
BS, Finance, Marketing
SC&H Group April 2012 - Present
Near and Deer 2011 - Present
Johnson, Mirmiran & Thompson May 2010 - March 2012
Morgan Stanley July 2009 - May 2010
Johnson, Mirmiran & Thompson November 2007 - June 2009
Blue Point Investment Management, LLC August 2007 - December 2007
Skills
Mergers & Acquisitions, Due Diligence, Finance, Business Valuation, Accounting, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Budgets, Access, Financial Modeling, Management, Financial Reporting, Valuation, Intellectual Property..., Enterprise Valuation, Equity Valuation, Social Media Marketing, Marketing Strategy, Online Marketing, E-commerce, Brand Awareness, Startup Development, Website Updating, QuickBooks, Bank Reconciliation, Painting, Creative Arts, Investment Banking
Education
Towson University 2005 — 2009
BS, Finance, Marketing
Rick Trader's Morgan Stanley Experience 1999 - 2002
Job Northeast, US Territory AE at JAMF Software
Industry Information Technology and Services
Experience
JAMF Software May 2014 - Present
Apple November 2009 - May 2014
Vivid Blue Marketing 2002 - 2009
Morgan Stanley 1999 - 2002
Skills
Leadership, Driving Results, Strategic Thinking, Innovation Management, Strategy, Sales Management, Strategic Planning, Presentations, Start-ups, Vision Development, Sales Operations, People Development, Lead Generation, Leadership Development, Enterprise Software, Customer Experience, CRM, OS X, Sales, Team Leadership, Customer Service, Mac, Management
Education
The University of the Arts 1993 — 1996
Bachelor of Arts (BA)
University of Hawaii at Manoa 1991 — 1992
Student Exchange Program
JAMF Software May 2014 - Present
Apple November 2009 - May 2014
Vivid Blue Marketing 2002 - 2009
Morgan Stanley 1999 - 2002
Skills
Leadership, Driving Results, Strategic Thinking, Innovation Management, Strategy, Sales Management, Strategic Planning, Presentations, Start-ups, Vision Development, Sales Operations, People Development, Lead Generation, Leadership Development, Enterprise Software, Customer Experience, CRM, OS X, Sales, Team Leadership, Customer Service, Mac, Management
Education
The University of the Arts 1993 — 1996
Bachelor of Arts (BA)
University of Hawaii at Manoa 1991 — 1992
Student Exchange Program
Brant King's Morgan Stanley Experience 2005 - 2011
Job Assistant Vice President
Industry Capital Markets
Experience
Wells Fargo August 2011 - Present
Morgan Stanley 2005 - 2011
Skills
GMI, Calypso, FX, Futures, Options, Exchange Traded..., Interest Rate Swaps, Process Improvement, Project Mangement, User Acceptance Testing, Settlements, Analysis, Margin, P&L, Outlook, Excel, Settlement, Back Office, Swaps, Project Management, FX Options, Derivatives, Microsoft Excel, Equity Derivatives, Bloomberg, Capital Markets, Equities, Fixed Income, Risk Management, Securities
Education
Towson University
Interdisciplinary Studies, Business
Wells Fargo August 2011 - Present
Morgan Stanley 2005 - 2011
Skills
GMI, Calypso, FX, Futures, Options, Exchange Traded..., Interest Rate Swaps, Process Improvement, Project Mangement, User Acceptance Testing, Settlements, Analysis, Margin, P&L, Outlook, Excel, Settlement, Back Office, Swaps, Project Management, FX Options, Derivatives, Microsoft Excel, Equity Derivatives, Bloomberg, Capital Markets, Equities, Fixed Income, Risk Management, Securities
Education
Towson University
Interdisciplinary Studies, Business
Lesley Bogash Lesley Bogash's Morgan Stanley Experience August 2005 - November 2013
Job Owner at Your Best Self
Industry Health, Wellness and Fitness
Experience
Your Best Self June 2014 - Present
Worthington Financial Partners November 2013 - September 2014
Morgan Stanley August 2005 - November 2013
FRED SHAPIRO & ASSOCIATES April 2002 - June 2002
T. Rowe Price January 1996 - January 2002
Skills
Customer Relations, Customer Service, Team Leadership, Human Resources, Employee Training, Training & Development, Retirement, Compensation & Benefit, Employee Benefits, Finance, Compliance, Compensation Plan..., Management, 401k
Education
Towson University
Bachelor of Science, Psychology
Towson University
Bachelor's degree, Psychology
Your Best Self June 2014 - Present
Worthington Financial Partners November 2013 - September 2014
Morgan Stanley August 2005 - November 2013
FRED SHAPIRO & ASSOCIATES April 2002 - June 2002
T. Rowe Price January 1996 - January 2002
Skills
Customer Relations, Customer Service, Team Leadership, Human Resources, Employee Training, Training & Development, Retirement, Compensation & Benefit, Employee Benefits, Finance, Compliance, Compensation Plan..., Management, 401k
Education
Towson University
Bachelor of Science, Psychology
Towson University
Bachelor's degree, Psychology
Jon Limm Jon Limm's Morgan Stanley Experience August 2012 - April 2014
Job Financial Controller and Consultant
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Morgan Stanley August 2012 - April 2014
T. Rowe Price October 2008 - August 2012
Skills
Microsoft Excel, Mutual Funds, Financial Analysis, Options Strategies, Fixed Income, Investments, Stocks, Asset Allocation, Data Analysis, Equity Valuation, Equity Derivatives, Securities, Finance, Risk Management, Alternative Investments, Securities Lending, Analysis, Derivatives, Business Analysis, Bonds, Financial Risk, Financial Accounting
Education
Towson University 2003 — 2007
BS, Exercise Physiology, Minor in Coaching
Deutsche Bank May 2014 - Present
Morgan Stanley August 2012 - April 2014
T. Rowe Price October 2008 - August 2012
Skills
Microsoft Excel, Mutual Funds, Financial Analysis, Options Strategies, Fixed Income, Investments, Stocks, Asset Allocation, Data Analysis, Equity Valuation, Equity Derivatives, Securities, Finance, Risk Management, Alternative Investments, Securities Lending, Analysis, Derivatives, Business Analysis, Bonds, Financial Risk, Financial Accounting
Education
Towson University 2003 — 2007
BS, Exercise Physiology, Minor in Coaching
Darryl Foster, II's Morgan Stanley Experience June 2013 - August 2013
Job Jr. Credit Analyst at PetroChina International (America), Inc.
Industry Oil & Energy
Experience
Lowe's Companies, Inc. April 2010 - Present
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Accounting, Finance, Customer Service, Analytical Skills, Prioritize Workload, Time Management, Social Media, PowerPoint, Credit Analysis, Financial Analysis
Education
The University of Texas at San Antonio 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Lowe's Companies, Inc. April 2010 - Present
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Accounting, Finance, Customer Service, Analytical Skills, Prioritize Workload, Time Management, Social Media, PowerPoint, Credit Analysis, Financial Analysis
Education
The University of Texas at San Antonio 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Benjamin M. Blum's Morgan Stanley Experience December 2003 - June 2004
Job
Industry Furniture
Experience
Associated Marble November 2013 - July 2014
OceanNano December 2012 - July 2013
Stone Source December 2007 - March 2010
Stone Source September 2005 - November 2007
Company One January 2005 - September 2005
Morgan Stanley December 2003 - June 2004
Lincoln Financial Group May 2003 - September 2003
Skills
Contract Negotiation, New Business Development, Sales Management, Product Development, Strategic Planning, Sales, Construction Management, Budgets, Negotiation, Procurement, Business Strategy, Project Management, Operations Management, Purchasing, Pricing, Marketing, Retail
Education
Towson University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
G.W Hewlett High School 1996 — 2000
Associated Marble November 2013 - July 2014
OceanNano December 2012 - July 2013
Stone Source December 2007 - March 2010
Stone Source September 2005 - November 2007
Company One January 2005 - September 2005
Morgan Stanley December 2003 - June 2004
Lincoln Financial Group May 2003 - September 2003
Skills
Contract Negotiation, New Business Development, Sales Management, Product Development, Strategic Planning, Sales, Construction Management, Budgets, Negotiation, Procurement, Business Strategy, Project Management, Operations Management, Purchasing, Pricing, Marketing, Retail
Education
Towson University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
G.W Hewlett High School 1996 — 2000
Corey Chun Corey Chun's Morgan Stanley Experience July 2003 - April 2004
Job Director, Finance and Business Services at CH2M HILL
Industry Construction
Experience
CH2M HILL November 2014 - Present
CH2M HILL December 2013 - Present
CH2M HILL September 2012 - December 2013
CH2MHill July 2008 - October 2012
Oppenheimer Funds September 2007 - July 2008
Sabbro LLC January 2006 - September 2007
Morgan Stanley July 2003 - April 2004
Skills
Forecasting, Variance Analysis, Cash Flow, Capex, Balance Sheet, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Due Diligence, Managerial Finance, Accounting, Strategic Financial..., Mergers, Internal Controls, Valuation, Budgets, Sarbanes-Oxley Act, Financial Accounting, Project Finance, Finance, Strategy, Strategic Planning, Analysis, Management, Procurement, Leadership, Risk Management, Contract Negotiation, Cost Accounting, Project Accounting, Cash Management, Cash Flow Forecasting, US GAAP, Financial Forecasting, GAAP, Revenue Recognition, Capital Budgeting, Auditing, Financial Audits, Hyperion Enterprise, Cost Benefit, General Ledger, Financial Planning, Mergers
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA)
University of Colorado at Denver 2000 — 2004
B.S, Financial Management
CH2M HILL November 2014 - Present
CH2M HILL December 2013 - Present
CH2M HILL September 2012 - December 2013
CH2MHill July 2008 - October 2012
Oppenheimer Funds September 2007 - July 2008
Sabbro LLC January 2006 - September 2007
Morgan Stanley July 2003 - April 2004
Skills
Forecasting, Variance Analysis, Cash Flow, Capex, Balance Sheet, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Due Diligence, Managerial Finance, Accounting, Strategic Financial..., Mergers, Internal Controls, Valuation, Budgets, Sarbanes-Oxley Act, Financial Accounting, Project Finance, Finance, Strategy, Strategic Planning, Analysis, Management, Procurement, Leadership, Risk Management, Contract Negotiation, Cost Accounting, Project Accounting, Cash Management, Cash Flow Forecasting, US GAAP, Financial Forecasting, GAAP, Revenue Recognition, Capital Budgeting, Auditing, Financial Audits, Hyperion Enterprise, Cost Benefit, General Ledger, Financial Planning, Mergers
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA)
University of Colorado at Denver 2000 — 2004
B.S, Financial Management
Rachel Hertl's Morgan Stanley Experience August 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2014 - August 2014
Keller Williams Real Estate July 2012 - August 2013
Education
The University of Texas at San Antonio 2010 — 2014
Business Finance, Finance, General
Morgan Stanley August 2014 - Present
Morgan Stanley June 2014 - August 2014
Keller Williams Real Estate July 2012 - August 2013
Education
The University of Texas at San Antonio 2010 — 2014
Business Finance, Finance, General
Hongjian(Vicky) Gong Hongjian(Vicky) Gong's Morgan Stanley Experience January 2015 - March 2015
Job Student at Drexel university
Industry Financial Services
Experience
Morgan Stanley January 2015 - March 2015
California Department of Insurance June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Financial Analysis, Research, Public Speaking, Strategic Planning, Corporate Finance, Finance
Education
Drexel university 2013 — 2015
Master's Degree, Accounting and Finance
Tianjin University of Finance and Economics 2008 — 2012
Bachelor's Degree, International Finance
Morgan Stanley January 2015 - March 2015
California Department of Insurance June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Financial Analysis, Research, Public Speaking, Strategic Planning, Corporate Finance, Finance
Education
Drexel university 2013 — 2015
Master's Degree, Accounting and Finance
Tianjin University of Finance and Economics 2008 — 2012
Bachelor's Degree, International Finance
Brittani Sprinkle's Morgan Stanley Experience June 2015 - Present
Job Foreign Exchange Client Operation Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Bel Air Hair Salon November 2011 - Present
T. Rowe Price August 2012 - May 2015
T. Rowe Price June 2011 - August 2012
Ratner Companies September 2005 - November 2011
Skills
Client Relations, Client Services, 401k, Conference Coordination, Facilitation, Customer Service, Strategic Consulting, Strategic Planning, Microsoft Office, Visual Merchandising, Microsoft Excel, PowerPoint, Social Networking, Leadership, Marketing, Microsoft Word, Team Building, Sales, Public Speaking, Social Media Marketing, Time Management, Advertising, Social Media, Project Management, Finance, Merchandising, Organization Skills, Business Ethics, Analysis, Financial Reporting
Education
Towson University 2006 — 2010
Bachelor's of Science, Business Administration Marketing
T. Rowe Price Enterprise Learning
Work Related Trainings
Harford Tech 2002 — 2006
High School Diploma - Cosmetology, Cosmetology, Barber/Styling, and Nail Instructor
Morgan Stanley June 2015 - Present
Bel Air Hair Salon November 2011 - Present
T. Rowe Price August 2012 - May 2015
T. Rowe Price June 2011 - August 2012
Ratner Companies September 2005 - November 2011
Skills
Client Relations, Client Services, 401k, Conference Coordination, Facilitation, Customer Service, Strategic Consulting, Strategic Planning, Microsoft Office, Visual Merchandising, Microsoft Excel, PowerPoint, Social Networking, Leadership, Marketing, Microsoft Word, Team Building, Sales, Public Speaking, Social Media Marketing, Time Management, Advertising, Social Media, Project Management, Finance, Merchandising, Organization Skills, Business Ethics, Analysis, Financial Reporting
Education
Towson University 2006 — 2010
Bachelor's of Science, Business Administration Marketing
T. Rowe Price Enterprise Learning
Work Related Trainings
Harford Tech 2002 — 2006
High School Diploma - Cosmetology, Cosmetology, Barber/Styling, and Nail Instructor
Carmen Ezaoui Carmen Ezaoui's Morgan Stanley Experience August 2010 - Present
Job MBA
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Carrabba's Italian Grill May 2005 - July 2010
Skills
Derivatives, Equities, Microsoft Office, Options, Microsoft Excel, Bloomberg, Financial Analysis, Risk Management
Education
Towson University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Baltimore 2012 — 2015
Master of Business Administration (MBA)
Stevenson University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley August 2010 - Present
Carrabba's Italian Grill May 2005 - July 2010
Skills
Derivatives, Equities, Microsoft Office, Options, Microsoft Excel, Bloomberg, Financial Analysis, Risk Management
Education
Towson University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Baltimore 2012 — 2015
Master of Business Administration (MBA)
Stevenson University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Jeff Byrd Jeff Byrd's Morgan Stanley Experience 2000 - 2002
Job AVP/Business Development Officer at Mohave State Bank
Industry Banking
Experience
Mohave State Bank April 2008 - Present
Yuma Community Bank 2002 - 2007
Morgan Stanley 2000 - 2002
Skills
Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Banking, Underwriting, New Business Development, Portfolio Management, Business Development, Financial Analysis, Construction Loans, Credit Analysis, Strategic Planning, Sales, Budgets, Mortgage Lending, Risk Management, Event Planning, Customer Service, Sales Management, Business, Management, Leadership, Team Building, Negotiation, Small Business, Business Planning, Real Estate, Marketing, Training, Coaching, Customer Retention, Loan Origination, Investments, Executive Management, Finance, Real Estate Financing, Refinance, Strategic Financial..., Merchant Services, Mergers & Acquisitions, Mortgage Banking, Commercial Mortgages, FHA, FHA financing, Residential Mortgages, VA loans, Certified Mortgage..., Public Relations
Education
Thunderbird School of Global Management 1996 — 1998
Master's, International Management
University of Arizona
BA, Communications/Business
Yuma High
Mohave State Bank April 2008 - Present
Yuma Community Bank 2002 - 2007
Morgan Stanley 2000 - 2002
Skills
Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Banking, Underwriting, New Business Development, Portfolio Management, Business Development, Financial Analysis, Construction Loans, Credit Analysis, Strategic Planning, Sales, Budgets, Mortgage Lending, Risk Management, Event Planning, Customer Service, Sales Management, Business, Management, Leadership, Team Building, Negotiation, Small Business, Business Planning, Real Estate, Marketing, Training, Coaching, Customer Retention, Loan Origination, Investments, Executive Management, Finance, Real Estate Financing, Refinance, Strategic Financial..., Merchant Services, Mergers & Acquisitions, Mortgage Banking, Commercial Mortgages, FHA, FHA financing, Residential Mortgages, VA loans, Certified Mortgage..., Public Relations
Education
Thunderbird School of Global Management 1996 — 1998
Master's, International Management
University of Arizona
BA, Communications/Business
Yuma High
Katie Salazar Katie Salazar's Morgan Stanley Experience 2015 - 2015
Job Student at Towson University
Industry Financial Services
Experience
Towson University OTS Training May 2014 - Present
Morgan Stanley 2015 - 2015
Education
Towson University 2013 — 2015
Bachelor's Degree, Finance, General, 3.83GPA
Towson University OTS Training May 2014 - Present
Morgan Stanley 2015 - 2015
Education
Towson University 2013 — 2015
Bachelor's Degree, Finance, General, 3.83GPA
Nicole McClure Nicole McClure's Morgan Stanley Experience January 2015 - March 2015
Job Executive Assistant at Owens Estate and Wealth Strategies Group
Industry Financial Services
Experience
Owens Estate and Wealth Strategies Group April 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley May 2014 - January 2015
JPMorgan Chase September 2013 - May 2014
USAA September 2003 - June 2012
Skills
General Securities..., Life & Health Insurance..., General Securities..., Retirement Planning, Customer Service, Investments, Mutual Funds, Stock Trading, Microsoft Office, Process Improvement, Insurance, Microsoft Excel, Leadership, Personal Financial..., Office Management, Investment Sales, Fixed Annuities, Variable Annuities, Life Insurance, Long-term Care, Service Portfolio..., Retail Banking, Unsecured Loans, Car Loans, Credit Cards
Education
The University of Texas at San Antonio 1987 — 1993
Bachelor of Business Administration (B.B.A.), Management
The University of Texas at San Antonio 1987 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Owens Estate and Wealth Strategies Group April 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley May 2014 - January 2015
JPMorgan Chase September 2013 - May 2014
USAA September 2003 - June 2012
Skills
General Securities..., Life & Health Insurance..., General Securities..., Retirement Planning, Customer Service, Investments, Mutual Funds, Stock Trading, Microsoft Office, Process Improvement, Insurance, Microsoft Excel, Leadership, Personal Financial..., Office Management, Investment Sales, Fixed Annuities, Variable Annuities, Life Insurance, Long-term Care, Service Portfolio..., Retail Banking, Unsecured Loans, Car Loans, Credit Cards
Education
The University of Texas at San Antonio 1987 — 1993
Bachelor of Business Administration (B.B.A.), Management
The University of Texas at San Antonio 1987 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Aaron Gabrielian, CFP® Aaron Gabrielian, CFP®'s Morgan Stanley Experience 2009 - 2012
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2015 - Present
MFP Strategies 2012 - 2015
Morgan Stanley 2009 - 2012
Education
Towson University
Bachelor of Science, Finance
Western Carolina University
Business Administration
RBC Wealth Management 2015 - Present
MFP Strategies 2012 - 2015
Morgan Stanley 2009 - 2012
Education
Towson University
Bachelor of Science, Finance
Western Carolina University
Business Administration
Keisha Alleyne Keisha Alleyne's Morgan Stanley Experience February 2006 - May 2007
Job RNBSN, MS Ed/SpEd
Industry Hospital & Health Care
Experience
SUNY Downstate Infant and Child Learning Center 2014 - Present
Vernon Avenue Children's School December 2011 - June 2013
Vernon Avenue Children's School January 2011 - June 2013
Sunshine Developmental School November 2008 - March 2010
Morgan Stanley February 2006 - May 2007
Mellon Investor Services September 2000 - August 2004
Skills
Clinical skills include...
Education
SUNY Downstate
Bachelor of Science, Nursing
Touro College
Masters of Science, General and Special Education
Brooklyn College
Bachelor of Arts, Philosophy and Law Feb
SUNY Downstate Infant and Child Learning Center 2014 - Present
Vernon Avenue Children's School December 2011 - June 2013
Vernon Avenue Children's School January 2011 - June 2013
Sunshine Developmental School November 2008 - March 2010
Morgan Stanley February 2006 - May 2007
Mellon Investor Services September 2000 - August 2004
Skills
Clinical skills include...
Education
SUNY Downstate
Bachelor of Science, Nursing
Touro College
Masters of Science, General and Special Education
Brooklyn College
Bachelor of Arts, Philosophy and Law Feb
Matt Lamon Matt Lamon's Morgan Stanley Experience June 2012 - July 2013
Job Account Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems December 2014 - Present
TEKsystems August 2013 - December 2014
Morgan Stanley June 2012 - July 2013
G&G Outfitters May 2011 - September 2011
Kentmorr Marina May 2006 - August 2011
Skills
Social Media, Outsourcing, Data Analysis, Temporary Placement, Service Delivery, Consulting, Microsoft Excel, Microsoft Office, Diet Planning, PowerPoint, Recruiting, Time Management, Account Management, Marketing, Customer Service
Education
Towson University
TEKsystems December 2014 - Present
TEKsystems August 2013 - December 2014
Morgan Stanley June 2012 - July 2013
G&G Outfitters May 2011 - September 2011
Kentmorr Marina May 2006 - August 2011
Skills
Social Media, Outsourcing, Data Analysis, Temporary Placement, Service Delivery, Consulting, Microsoft Excel, Microsoft Office, Diet Planning, PowerPoint, Recruiting, Time Management, Account Management, Marketing, Customer Service
Education
Towson University
Abigail Israel - Eledan Abigail Israel - Eledan's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
University of Maryland Baltimore County February 2013 - October 2013
Fluent Grp October 2012 - May 2013
University of Maryland Baltimore County August 2012 - May 2013
Campus Entertainment, LLC August 2012 - December 2012
Divine Touch Community Development Center Inc January 2012 - March 2012
Women Aflame International May 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office Access, Visual Studio, Microsoft Word, Public Speaking, Linux, C Language, Web Design, C, Access, Management, Event Planning, Analysis, Editing, SPSS, Windows, Microsoft Office, Project Planning, Research, Data Analysis, Teamwork, Social Media, Leadership
Education
Towson University 2013 — 2015
Bachelor's degree, Economics
University of Maryland Baltimore County 2011 — 2013
Economics, Mathematics Minor
Walbrook College 2006 — 2009
GED, Social Sciences
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
University of Maryland Baltimore County February 2013 - October 2013
Fluent Grp October 2012 - May 2013
University of Maryland Baltimore County August 2012 - May 2013
Campus Entertainment, LLC August 2012 - December 2012
Divine Touch Community Development Center Inc January 2012 - March 2012
Women Aflame International May 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office Access, Visual Studio, Microsoft Word, Public Speaking, Linux, C Language, Web Design, C, Access, Management, Event Planning, Analysis, Editing, SPSS, Windows, Microsoft Office, Project Planning, Research, Data Analysis, Teamwork, Social Media, Leadership
Education
Towson University 2013 — 2015
Bachelor's degree, Economics
University of Maryland Baltimore County 2011 — 2013
Economics, Mathematics Minor
Walbrook College 2006 — 2009
GED, Social Sciences
Valerie Collins Valerie Collins's Morgan Stanley Experience 2013 - 2014
Job Fund Accountant at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon March 2015 - Present
ConvergEx Group 2014 - 2015
Morgan Stanley 2013 - 2014
Towson University CRS 2012 - 2013
Nike 2008 - 2013
Skills
Data Analysis, Time Management, Leadership, SharePoint, Creative Problem Slover, Microsoft Office, Microsoft Excel, Customer Service, Process Improvement, Self-Starter, Corporate Actions, Multitasking, Teamwork, PowerPoint, Microsoft Word, Facebook, Event Planning, Sports, Employee Training, Research, Public Speaking, Social Networking, Human Resources
Education
Towson University
Bachelor of Science (BS), Economics, 3.5
BNY Mellon March 2015 - Present
ConvergEx Group 2014 - 2015
Morgan Stanley 2013 - 2014
Towson University CRS 2012 - 2013
Nike 2008 - 2013
Skills
Data Analysis, Time Management, Leadership, SharePoint, Creative Problem Slover, Microsoft Office, Microsoft Excel, Customer Service, Process Improvement, Self-Starter, Corporate Actions, Multitasking, Teamwork, PowerPoint, Microsoft Word, Facebook, Event Planning, Sports, Employee Training, Research, Public Speaking, Social Networking, Human Resources
Education
Towson University
Bachelor of Science (BS), Economics, 3.5
Harry Taluja's Morgan Stanley Experience 2005 - 2007
Job Director Network Consulting & Engineering Services
Industry Information Technology and Services
Experience
ASI System Integration 2010 - Present
Morgan Stanley 2005 - 2007
Skills
Virtualization, Storage Area Networks, Active Directory, SAN, Cisco Technologies, Disaster Recovery, Data Center, VMware, Windows Server, Managed Services, Storage, Servers, Cloud Computing, Business Continuity, Firewalls, HP, Security, Network Security, NAS, Solution Selling, Professional Services, NetApp, VMware ESX, VMware Infrastructure, vSphere, WAN
Education
Touro College 1998 — 1999
B.S., Data Communications
Punjab Engineering College 1989 — 1993
Electrical
ASI System Integration 2010 - Present
Morgan Stanley 2005 - 2007
Skills
Virtualization, Storage Area Networks, Active Directory, SAN, Cisco Technologies, Disaster Recovery, Data Center, VMware, Windows Server, Managed Services, Storage, Servers, Cloud Computing, Business Continuity, Firewalls, HP, Security, Network Security, NAS, Solution Selling, Professional Services, NetApp, VMware ESX, VMware Infrastructure, vSphere, WAN
Education
Touro College 1998 — 1999
B.S., Data Communications
Punjab Engineering College 1989 — 1993
Electrical
Chase Jackson Chase Jackson's Morgan Stanley Experience June 2013 - February 2015
Job Analyst at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors March 2015 - Present
Morgan Stanley June 2013 - February 2015
T. Rowe Price December 2012 - May 2013
Mariner Finance June 2012 - November 2012
PHH Arval June 2010 - February 2012
Harford County Public Schools July 2007 - July 2008
Skills
Financial Analysis, Leadership, Bloomberg Terminal, Mutual Funds, Customer Service, Emerging Markets, 529 Plans, FactSet, Underwriting, Russian, Microsoft Office, Public Speaking, Project Planning, Financial Regulation, Local Government, Data Entry, Outlook, Microsoft Excel, Dog Breeding, Sales, Analysis, Microsoft Word, Finance, PowerPoint, Management, Social Media
Education
Towson University 2008 — 2013
Bachelor of Science (B.S.), International Business
Harford Technical High School 2004 — 2008
Treliant Risk Advisors March 2015 - Present
Morgan Stanley June 2013 - February 2015
T. Rowe Price December 2012 - May 2013
Mariner Finance June 2012 - November 2012
PHH Arval June 2010 - February 2012
Harford County Public Schools July 2007 - July 2008
Skills
Financial Analysis, Leadership, Bloomberg Terminal, Mutual Funds, Customer Service, Emerging Markets, 529 Plans, FactSet, Underwriting, Russian, Microsoft Office, Public Speaking, Project Planning, Financial Regulation, Local Government, Data Entry, Outlook, Microsoft Excel, Dog Breeding, Sales, Analysis, Microsoft Word, Finance, PowerPoint, Management, Social Media
Education
Towson University 2008 — 2013
Bachelor of Science (B.S.), International Business
Harford Technical High School 2004 — 2008
Igor Zabara Igor Zabara's Morgan Stanley Experience May 2006 - January 2013
Job Cyber Security Incident Response at Moody's Corporation
Industry Computer & Network Security
Experience
Moody's Corporation August 2015 - Present
Bloomberg LP March 2015 - Present
Moody's Investors Service March 2013 - March 2015
Morgan Stanley May 2006 - January 2013
Morgan Stanley - IT Security Threat Management May 2006 - January 2013
Credit Suisse January 2003 - May 2006
HSBC August 2002 - June 2003
TD October 2000 - April 2002
Mount Sinai School of Medicine June 1998 - October 2000
Skills
computer forenis, FTK, Encase, Mobile forensics, Computer investigations, Project Manager, Server Support, Desktop Support, Microsoft Exchange, IT Security, Computers, Computer Forensics, Information Security, EnCase, Technical Support, Information Security..., Servers, Data Center, Security, Computer Security, Active Directory, Troubleshooting, SharePoint, CISSP, Network Security, Software Documentation, Data Security, Security Audits, IT Management, Training, Project Management, Disaster Recovery, Litigation Support, Computer Hardware, Vulnerability Assessment, Incident Management, Network Administration, Operating Systems, IT Service Management, Business Continuity, IT Audit, Information Technology, Windows Server, Networking, Risk Management, IT Strategy, Software Installation, Vendor Management, Enterprise Software
Education
Thomas Edison State College 2008 — 2010
Information Security
Moody's Corporation August 2015 - Present
Bloomberg LP March 2015 - Present
Moody's Investors Service March 2013 - March 2015
Morgan Stanley May 2006 - January 2013
Morgan Stanley - IT Security Threat Management May 2006 - January 2013
Credit Suisse January 2003 - May 2006
HSBC August 2002 - June 2003
TD October 2000 - April 2002
Mount Sinai School of Medicine June 1998 - October 2000
Skills
computer forenis, FTK, Encase, Mobile forensics, Computer investigations, Project Manager, Server Support, Desktop Support, Microsoft Exchange, IT Security, Computers, Computer Forensics, Information Security, EnCase, Technical Support, Information Security..., Servers, Data Center, Security, Computer Security, Active Directory, Troubleshooting, SharePoint, CISSP, Network Security, Software Documentation, Data Security, Security Audits, IT Management, Training, Project Management, Disaster Recovery, Litigation Support, Computer Hardware, Vulnerability Assessment, Incident Management, Network Administration, Operating Systems, IT Service Management, Business Continuity, IT Audit, Information Technology, Windows Server, Networking, Risk Management, IT Strategy, Software Installation, Vendor Management, Enterprise Software
Education
Thomas Edison State College 2008 — 2010
Information Security
Adam Doubet Adam Doubet's Morgan Stanley Experience September 2013 - Present
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
American Equity Mortgage July 2011 - August 2013
Ease Technologies June 2009 - June 2011
Education
Towson University 2008 — 2010
Morgan Stanley September 2013 - Present
American Equity Mortgage July 2011 - August 2013
Ease Technologies June 2009 - June 2011
Education
Towson University 2008 — 2010
Ann Raine Ann Raine's Morgan Stanley Experience March 2003 - November 2004
Job Fine Art Photographer at AnnRainePhotography
Industry Photography
Experience
AnnRainePhotography December 2011 - Present
Amalgamated Bank September 2007 - December 2011
Araine LLC November 2004 - September 2007
Morgan Stanley March 2003 - November 2004
Endymion Systems 2000 - 2002
Cotelligent 1999 - 2002
Cotelligent December 1998 - September 1999
Cotelligent May 1998 - December 1998
Cotelligent/Chamberlain Assoc February 1997 - May 1998
LOgica, Inc. January 1995 - February 1997
Skills
Budgeting, Planning, Financial Analysis, Mentoring, Corporate Development, Performance Improvement, Process Engineering, Forecasting, Team Building, P&L, Strategic Planning, Budgets
Education
Thunderbird School of Global Management
none, languages
University of Arizona
ba, latin american affairs
AnnRainePhotography December 2011 - Present
Amalgamated Bank September 2007 - December 2011
Araine LLC November 2004 - September 2007
Morgan Stanley March 2003 - November 2004
Endymion Systems 2000 - 2002
Cotelligent 1999 - 2002
Cotelligent December 1998 - September 1999
Cotelligent May 1998 - December 1998
Cotelligent/Chamberlain Assoc February 1997 - May 1998
LOgica, Inc. January 1995 - February 1997
Skills
Budgeting, Planning, Financial Analysis, Mentoring, Corporate Development, Performance Improvement, Process Engineering, Forecasting, Team Building, P&L, Strategic Planning, Budgets
Education
Thunderbird School of Global Management
none, languages
University of Arizona
ba, latin american affairs
Celia Amaya's Morgan Stanley Experience October 2010 - August 2011
Job Administrative Assistant at United States Tour Operators Association
Industry Nonprofit Organization Management
Experience
United States Tour Operators Association January 2013 - Present
Morgan Stanley October 2010 - August 2011
Morgan Stanley September 2006 - October 2010
Fortress Investment Group February 2004 - September 2006
Fortress Investment Group LLC February 2004 - September 2006
Headway Personnel October 2001 - February 2004
Education
Touro College
Psychology
United States Tour Operators Association January 2013 - Present
Morgan Stanley October 2010 - August 2011
Morgan Stanley September 2006 - October 2010
Fortress Investment Group February 2004 - September 2006
Fortress Investment Group LLC February 2004 - September 2006
Headway Personnel October 2001 - February 2004
Education
Touro College
Psychology
Michael Shinners's Morgan Stanley Experience January 2014 - Present
Job Private Banking Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Berman McAleer May 2013 - December 2013
Glen Shinners, CPA June 2009 - September 2013
Alpha Kappa Psi - Omega Kappa May 2011 - May 2013
Housing & Residential Life: Towson University May 2010 - May 2013
Skills
Microsoft Excel, QuickBooks, Financial Modeling, Financial Analysis
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Finance
Morgan Stanley January 2014 - Present
Berman McAleer May 2013 - December 2013
Glen Shinners, CPA June 2009 - September 2013
Alpha Kappa Psi - Omega Kappa May 2011 - May 2013
Housing & Residential Life: Towson University May 2010 - May 2013
Skills
Microsoft Excel, QuickBooks, Financial Modeling, Financial Analysis
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Finance
Yagmur Kanbas- Campbell- CIA's Morgan Stanley Experience September 2005 - August 2007
Job
Industry Banking
Experience
Citi September 2014 - Present
Citi October 2013 - September 2014
Bank of America February 2013 - September 2013
Bank of America April 2009 - February 2013
Merrill Lynch September 2007 - April 2009
Morgan Stanley September 2005 - August 2007
Ernst and Young LLP 2003 - 2005
Praxair July 2001 - September 2003
Habitat for Humanity September 1998 - September 1999
Koc.net May 1997 - May 1998
Skills
PMP, Auditing, Internal Audit, Credit Risk, Risk Management, Basel II, Finance, Financial Risk, Strategy, Internal Controls, Project Management, IT Audit, Operational Risk..., Management Consulting, Strategic Planning, Enterprise Risk..., Market Risk, Sarbanes-Oxley Act, Business Analysis, Banking, Financial Analysis
Education
Thunderbird School of Global Management 1999 — 2001
Master of Business Administration (MBA)
Thunderbird School of Global Management 1999 — 2001
Master of International Managment
Yıldız Teknik Üniversitesi 1994 — 1998
Industrial Engineering
Kadikoy Anadolu 1988 — 1994
Yildiz Lisesi
Citi September 2014 - Present
Citi October 2013 - September 2014
Bank of America February 2013 - September 2013
Bank of America April 2009 - February 2013
Merrill Lynch September 2007 - April 2009
Morgan Stanley September 2005 - August 2007
Ernst and Young LLP 2003 - 2005
Praxair July 2001 - September 2003
Habitat for Humanity September 1998 - September 1999
Koc.net May 1997 - May 1998
Skills
PMP, Auditing, Internal Audit, Credit Risk, Risk Management, Basel II, Finance, Financial Risk, Strategy, Internal Controls, Project Management, IT Audit, Operational Risk..., Management Consulting, Strategic Planning, Enterprise Risk..., Market Risk, Sarbanes-Oxley Act, Business Analysis, Banking, Financial Analysis
Education
Thunderbird School of Global Management 1999 — 2001
Master of Business Administration (MBA)
Thunderbird School of Global Management 1999 — 2001
Master of International Managment
Yıldız Teknik Üniversitesi 1994 — 1998
Industrial Engineering
Kadikoy Anadolu 1988 — 1994
Yildiz Lisesi
Jesse Barone Jesse Barone's Morgan Stanley Experience January 2013 - May 2013
Job Commercial Account Manager at JB Moving
Industry Management Consulting
Experience
Westchester County Social Services Department June 2013 - September 2013
Morgan Stanley January 2013 - May 2013
Michael Kors June 2012 - August 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Time Management, Social Media, Teamwork, Leadership, Business Process..., Data Analysis, Finance, Management, Social Media Marketing
Education
Towson University 2010 — 2013
Bachelor of Science (B.S.), Business Administration
Westchester County Social Services Department June 2013 - September 2013
Morgan Stanley January 2013 - May 2013
Michael Kors June 2012 - August 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Time Management, Social Media, Teamwork, Leadership, Business Process..., Data Analysis, Finance, Management, Social Media Marketing
Education
Towson University 2010 — 2013
Bachelor of Science (B.S.), Business Administration
Elizabeth Kennick's Morgan Stanley Experience March 1995 - October 2006
Job President at Teachers in Space, Inc.
Industry Aviation & Aerospace
Experience
Teachers in Space, Inc. January 2014 - Present
Yuri's Night NY February 2008 - Present
Space Frontier Foundation November 2011 - January 2014
Yuri's Night Global Space Party July 2009 - June 2010
Morgan Stanley March 1995 - October 2006
Dynamic outdoors 2001 - 2006
Skills
Risk Management, Organizational Design, Budget, Management, Fundraising, Systems Engineering, Public Speaking, Budgets, Training, Space Systems, Editing, Program Management, Project Management, Policy, Proposal Writing, Team Leadership, Internal & External..., Aerospace, Business Planning, Research, Engineering, Event Management, System Design, Change Management, Business Strategy, Project Planning, Leadership, Social Media, Analysis, Strategy, Culture Change, Strategic Planning, Software Process..., Public Relations, Event Planning, Entrepreneurship, Satellite, Entertainment, Team Building, Process Improvement, Government, Microsoft Office, Requirements Management, Spacecraft, Start-ups, Integration, Nonprofits, Business Development, Technical Writing, Social Networking
Education
University of Maryland Baltimore County 1988 — 1995
MS IFOA, Information Systems / Operations Analysis
Towson University
Bachelor of Arts, English Language and Literature, General
Teachers in Space, Inc. January 2014 - Present
Yuri's Night NY February 2008 - Present
Space Frontier Foundation November 2011 - January 2014
Yuri's Night Global Space Party July 2009 - June 2010
Morgan Stanley March 1995 - October 2006
Dynamic outdoors 2001 - 2006
Skills
Risk Management, Organizational Design, Budget, Management, Fundraising, Systems Engineering, Public Speaking, Budgets, Training, Space Systems, Editing, Program Management, Project Management, Policy, Proposal Writing, Team Leadership, Internal & External..., Aerospace, Business Planning, Research, Engineering, Event Management, System Design, Change Management, Business Strategy, Project Planning, Leadership, Social Media, Analysis, Strategy, Culture Change, Strategic Planning, Software Process..., Public Relations, Event Planning, Entrepreneurship, Satellite, Entertainment, Team Building, Process Improvement, Government, Microsoft Office, Requirements Management, Spacecraft, Start-ups, Integration, Nonprofits, Business Development, Technical Writing, Social Networking
Education
University of Maryland Baltimore County 1988 — 1995
MS IFOA, Information Systems / Operations Analysis
Towson University
Bachelor of Arts, English Language and Literature, General
Brian Horr, CFA Brian Horr, CFA's Morgan Stanley Experience June 2008 - June 2010
Job Equity Investment Liaison at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2014 - Present
T. Rowe Price June 2010 - February 2014
Morgan Stanley June 2008 - June 2010
Alpha Kappa Psi January 2007 - May 2008
Education
Towson University 2004 — 2008
B.S., Business Administration: Finance, 3.76/4.00
T. Rowe Price March 2014 - Present
T. Rowe Price June 2010 - February 2014
Morgan Stanley June 2008 - June 2010
Alpha Kappa Psi January 2007 - May 2008
Education
Towson University 2004 — 2008
B.S., Business Administration: Finance, 3.76/4.00
Christopher Begbie Christopher Begbie's Morgan Stanley Experience May 2009 - September 2009
Job Regional Vice President, Emerging Markets Specialist
Industry Investment Management
Experience
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Steven Joya's Morgan Stanley Experience August 2012 - December 2012
Job Senior Technical Communicator at MasterCard
Industry Computer Software
Experience
MasterCard August 2015 - Present
Movable Ink May 2015 - August 2015
Movable Ink January 2014 - May 2015
Borderfree January 2013 - December 2013
Morgan Stanley August 2012 - December 2012
Mediaocean January 2012 - June 2012
Donovan Data Systems (now Mediaocean) January 2008 - December 2011
Thomson Reuters June 2007 - August 2007
University of Texas at Dallas August 2004 - May 2005
Intuit August 1998 - December 2000
Skills
Technical Writing, FrameMaker, User Experience, Technical Communication, DITA, Software Documentation, Online Help, Single Sourcing, Content Management, User Assistance, Content Strategy, Content Development, SnagIt, Information Architecture, Confluence, Software Development, APIs, Operational Risk, Financial Services, Zendesk, Oxygen XML Editor, HTML, XSL
Education
University of North Texas 2006 — 2007
Master of Arts (MA), Technical Writing
The University of Texas at Dallas 2003 — 2005
Master of Arts (MA), Humanities -- History of Ideas
The University of Texas at Dallas 2001 — 2003
Bachelor of Arts (BA), Literary Studies
MasterCard August 2015 - Present
Movable Ink May 2015 - August 2015
Movable Ink January 2014 - May 2015
Borderfree January 2013 - December 2013
Morgan Stanley August 2012 - December 2012
Mediaocean January 2012 - June 2012
Donovan Data Systems (now Mediaocean) January 2008 - December 2011
Thomson Reuters June 2007 - August 2007
University of Texas at Dallas August 2004 - May 2005
Intuit August 1998 - December 2000
Skills
Technical Writing, FrameMaker, User Experience, Technical Communication, DITA, Software Documentation, Online Help, Single Sourcing, Content Management, User Assistance, Content Strategy, Content Development, SnagIt, Information Architecture, Confluence, Software Development, APIs, Operational Risk, Financial Services, Zendesk, Oxygen XML Editor, HTML, XSL
Education
University of North Texas 2006 — 2007
Master of Arts (MA), Technical Writing
The University of Texas at Dallas 2003 — 2005
Master of Arts (MA), Humanities -- History of Ideas
The University of Texas at Dallas 2001 — 2003
Bachelor of Arts (BA), Literary Studies
Heather Joines, SPHR's Morgan Stanley Experience January 2010 - March 2015
Job Director, Human Resources Project Management and Business Process Reengineering at Cablevision
Industry Human Resources
Experience
Cablevision April 2015 - Present
Morgan Stanley January 2010 - March 2015
AIGA Baltimore July 2009 - June 2011
AAI Corporation / Textron Systems October 2009 - January 2010
Career Blueprint Consulting, LLC. (CBC) March 2008 - January 2010
Engine Performance December 2008 - October 2009
AIGA Baltimore July 2008 - July 2009
T. Rowe Price March 2008 - November 2008
Profiles April 2006 - December 2007
Profiles August 2004 - April 2006
Skills
Full-cycle Recruiting, Direct Recruiting, Direct Sourcing, Sourcing, Salary Negotiation, Interviewing, Interview Preparation, Conducting Interviews, Candidate Screening, Candidate Selection, Offer Development, Remote Team Management, Employment, Compensation, Temporary Staffing, Staffing Services, Professional Staffing, Staff Training, SharePoint, Applicant Tracking..., PeopleSoft, Executive Search, Competency Mapping, Meeting Planning, Meeting Management, International Project..., Process Development, College Recruiting, Recruitment Advertising, Diversity Recruitment, Internet Recruiting, Committee Management, Recruiting, Benefits Negotiation, Temporary Placement, Deferred Compensation, Interviews, Process Simulation, Human Resources, Screening Resumes, Virtual Teams, Event Management, SDLC, Committees, Consulting, Onboarding, Screening, Personnel Management, Training, Hiring
Education
Towson University 2010 — 2013
Masters of Science - Human Resource Development, MS - Human Resource Development
Towson University 2010 — 2012
Post-baccalaureate Certificate, Management and Leadership Development
West Virginia University 1999 — 2002
B.A., International Studies/International Business
Mona Shores HS 1995 — 1999
Cablevision April 2015 - Present
Morgan Stanley January 2010 - March 2015
AIGA Baltimore July 2009 - June 2011
AAI Corporation / Textron Systems October 2009 - January 2010
Career Blueprint Consulting, LLC. (CBC) March 2008 - January 2010
Engine Performance December 2008 - October 2009
AIGA Baltimore July 2008 - July 2009
T. Rowe Price March 2008 - November 2008
Profiles April 2006 - December 2007
Profiles August 2004 - April 2006
Skills
Full-cycle Recruiting, Direct Recruiting, Direct Sourcing, Sourcing, Salary Negotiation, Interviewing, Interview Preparation, Conducting Interviews, Candidate Screening, Candidate Selection, Offer Development, Remote Team Management, Employment, Compensation, Temporary Staffing, Staffing Services, Professional Staffing, Staff Training, SharePoint, Applicant Tracking..., PeopleSoft, Executive Search, Competency Mapping, Meeting Planning, Meeting Management, International Project..., Process Development, College Recruiting, Recruitment Advertising, Diversity Recruitment, Internet Recruiting, Committee Management, Recruiting, Benefits Negotiation, Temporary Placement, Deferred Compensation, Interviews, Process Simulation, Human Resources, Screening Resumes, Virtual Teams, Event Management, SDLC, Committees, Consulting, Onboarding, Screening, Personnel Management, Training, Hiring
Education
Towson University 2010 — 2013
Masters of Science - Human Resource Development, MS - Human Resource Development
Towson University 2010 — 2012
Post-baccalaureate Certificate, Management and Leadership Development
West Virginia University 1999 — 2002
B.A., International Studies/International Business
Mona Shores HS 1995 — 1999
Michael Koblentz's Morgan Stanley Experience November 2002 - March 2004
Job Chess Instructor / Tournament Director
Industry Information Technology and Services
Experience
The Monmouth Chess School and Club October 2007 - Present
Koblentz Associates, LLC April 2004 - Present
Morgan Stanley November 2002 - March 2004
Telcordia April 2000 - April 2001
Tellium Optical Networking Systems May 1997 - June 1999
Sun Microsystems April 1996 - May 1997
International Business Machines November 1994 - April 1996
Bell Labs / Bell Communications Research / Telcordia July 1982 - October 1994
Skills
Information Security, Cloud Security, NMS, Protocol, Security, Unix, Cloud Computing, Network Security, Software Development, Management, Enterprise Software, Perl, Program Management, Integration, System Architecture, Consulting, Firewalls, Networking, Wireless, Embedded Systems, Testing
Education
University of Texas at Dallas 1976 — 1982
PhD
UC Berkeley
The Monmouth Chess School and Club October 2007 - Present
Koblentz Associates, LLC April 2004 - Present
Morgan Stanley November 2002 - March 2004
Telcordia April 2000 - April 2001
Tellium Optical Networking Systems May 1997 - June 1999
Sun Microsystems April 1996 - May 1997
International Business Machines November 1994 - April 1996
Bell Labs / Bell Communications Research / Telcordia July 1982 - October 1994
Skills
Information Security, Cloud Security, NMS, Protocol, Security, Unix, Cloud Computing, Network Security, Software Development, Management, Enterprise Software, Perl, Program Management, Integration, System Architecture, Consulting, Firewalls, Networking, Wireless, Embedded Systems, Testing
Education
University of Texas at Dallas 1976 — 1982
PhD
UC Berkeley
Brianna Armstrong's Morgan Stanley Experience January 2004 - March 2005
Job Manager of Financial Planning at Jacuzzi Group Worldwide
Industry Accounting
Experience
Jacuzzi Group Worldwide December 2010 - Present
Pacific Sunwear August 2008 - December 2010
Black & Decker June 2005 - August 2008
Starbucks Coffee Company August 2004 - May 2005
Morgan Stanley January 2004 - March 2005
Escrow Authority June 2003 - August 2004
Skills
Financial Analysis, Forecasting, Financial Reporting, Income Statement, Budgets, SAP, Business Strategy, Pricing, Strategic Planning, Business Planning, Retail, Analysis, Data Analysis, Management, Competitive Analysis, Financial Modeling, Product Development, Cross-functional Team..., Product Marketing, Marketing Strategy, P&L, Finance, Strategic Financial..., Sales, Market Research
Education
Towson University 2001 — 2005
BS, Business Admin - Finance
Jacuzzi Group Worldwide December 2010 - Present
Pacific Sunwear August 2008 - December 2010
Black & Decker June 2005 - August 2008
Starbucks Coffee Company August 2004 - May 2005
Morgan Stanley January 2004 - March 2005
Escrow Authority June 2003 - August 2004
Skills
Financial Analysis, Forecasting, Financial Reporting, Income Statement, Budgets, SAP, Business Strategy, Pricing, Strategic Planning, Business Planning, Retail, Analysis, Data Analysis, Management, Competitive Analysis, Financial Modeling, Product Development, Cross-functional Team..., Product Marketing, Marketing Strategy, P&L, Finance, Strategic Financial..., Sales, Market Research
Education
Towson University 2001 — 2005
BS, Business Admin - Finance
Joseph Fingerer's Morgan Stanley Experience January 1998 - December 2002
Job Agency PrincipalFingerer & Associates Inc. Allstate
Industry Insurance
Experience
Fingerer & Associates Inc. Allstate Insurance Company May 2014 - Present
Shira Press 2002 - Present
Amelin Property Management January 1986 - Present
Ideal Insurance Agency inc. February 2003 - May 2014
Beyondstores.com 2012 - 2012
Telelink Communications 1999 - 2012
Morgan Stanley January 1998 - December 2002
Royal LePage January 1989 - January 1991
Skills
Insurance, Life Insurance, Health Insurance, Employee Benefits, Long-term Care, Sales, Property & Casualty..., Marketing, Fixed Annuities, Term Life Insurance, Team Building, Risk Management, Small Business, Real Estate, Leadership, Managed Care, Customer Service, Workers Compensation, Budgets, Underwriting, Disability Insurance, Financial Services, Account Management, Executive Management, Claim, Commercial Real Estate, Retirement
Education
Touro College
BS, Accounting
Fingerer & Associates Inc. Allstate Insurance Company May 2014 - Present
Shira Press 2002 - Present
Amelin Property Management January 1986 - Present
Ideal Insurance Agency inc. February 2003 - May 2014
Beyondstores.com 2012 - 2012
Telelink Communications 1999 - 2012
Morgan Stanley January 1998 - December 2002
Royal LePage January 1989 - January 1991
Skills
Insurance, Life Insurance, Health Insurance, Employee Benefits, Long-term Care, Sales, Property & Casualty..., Marketing, Fixed Annuities, Term Life Insurance, Team Building, Risk Management, Small Business, Real Estate, Leadership, Managed Care, Customer Service, Workers Compensation, Budgets, Underwriting, Disability Insurance, Financial Services, Account Management, Executive Management, Claim, Commercial Real Estate, Retirement
Education
Touro College
BS, Accounting
Max Kryzhanovskiy, Sales and Marketing's Morgan Stanley Experience March 2003 - September 2004
Job Founder and CEO, We help clients optimize their marketing for sales by growing sales, revenue, infostructure, and data.
Industry Marketing and Advertising
Experience
MOS Creative March 2005 - Present
Morgan Stanley March 2003 - September 2004
Skills
Marketing Communications, Business Analysis, Social Media Marketing, Social Media, Marketing Strategy, Advertising, Marketing, Google Analytics, Business Development, Google Adwords, Digital Marketing, Email Marketing, SEO, WordPress, Blogging, SEM, Fundraising, Facebook, Entrepreneurship, Sales, Social Networking, Online Advertising, Online Marketing, Market Research, Copywriting, Web Design, Direct Mail
Education
Towson University 2001 — 2004
MOS Creative March 2005 - Present
Morgan Stanley March 2003 - September 2004
Skills
Marketing Communications, Business Analysis, Social Media Marketing, Social Media, Marketing Strategy, Advertising, Marketing, Google Analytics, Business Development, Google Adwords, Digital Marketing, Email Marketing, SEO, WordPress, Blogging, SEM, Fundraising, Facebook, Entrepreneurship, Sales, Social Networking, Online Advertising, Online Marketing, Market Research, Copywriting, Web Design, Direct Mail
Education
Towson University 2001 — 2004
Mordechai Boehm's Morgan Stanley Experience 2006 - 2007
Job Chief Technology Officer at MillinMedcal, LLC
Industry Computer Software
Experience
Millin Associates September 2011 - Present
Worth1000, LLC July 2008 - September 2011
GunsAmerica May 2006 - August 2008
Morgan Stanley 2006 - 2007
Education
Touro College
BS, Accounting
Millin Associates September 2011 - Present
Worth1000, LLC July 2008 - September 2011
GunsAmerica May 2006 - August 2008
Morgan Stanley 2006 - 2007
Education
Touro College
BS, Accounting
Lee Densky's Morgan Stanley Experience November 2000 - September 2002
Job Finance Manager at Sinclair Broadcast Group
Industry Financial Services
Experience
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Chris Fiero's Morgan Stanley Experience April 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2006 - Present
JP Morgan Chase April 2004 - April 2006
Education
Towson University 1990 — 1996
Morgan Stanley April 2006 - Present
JP Morgan Chase April 2004 - April 2006
Education
Towson University 1990 — 1996
Moshe Bajnon, CAIA's Morgan Stanley Experience October 2002 - October 2011
Job Institutional Sales & Director of Platform Distribution at Trian Partners
Industry Financial Services
Experience
Trian Partners October 2011 - Present
Morgan Stanley October 2002 - October 2011
Morgan Stanley January 2001 - September 2002
Morgan Stanley January 2000 - January 2001
BNY Mellon February 1998 - December 1999
Skills
Alternative Investments, Hedge Funds, Managed Futures, Private Equity, Excel, Series 7, Investments, Equities, Microsoft Excel, Trading, Financial Advisory, Asset Management, Securities, Mutual Funds, Asset Allocation, Investment Strategies, Investment Management, Derivatives
Education
Zicklin School of Business at Baruch 2001 — 2005
MBA, Finance, Management
Touro College 1994 — 1997
BS, Accounting
Trian Partners October 2011 - Present
Morgan Stanley October 2002 - October 2011
Morgan Stanley January 2001 - September 2002
Morgan Stanley January 2000 - January 2001
BNY Mellon February 1998 - December 1999
Skills
Alternative Investments, Hedge Funds, Managed Futures, Private Equity, Excel, Series 7, Investments, Equities, Microsoft Excel, Trading, Financial Advisory, Asset Management, Securities, Mutual Funds, Asset Allocation, Investment Strategies, Investment Management, Derivatives
Education
Zicklin School of Business at Baruch 2001 — 2005
MBA, Finance, Management
Touro College 1994 — 1997
BS, Accounting
Chris Fiero's Morgan Stanley Experience AVP FID OTC Derivative Trade OpsJPMorgan ChaseApril 2004 - April 2006
Job Sr. Manager FID OTC Derivatives at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley AVP FID OTC Derivative Trade OpsJPMorgan ChaseApril 2004 - April 2006
Education
Towson University 1990 — 1994
Morgan Stanley AVP FID OTC Derivative Trade OpsJPMorgan ChaseApril 2004 - April 2006
Education
Towson University 1990 — 1994
Jeffany Tan's Morgan Stanley Experience September 2003 - January 2013
Job Investment Management Consultant at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley September 2003 - January 2013
Education
Thunderbird School of Global Management 1997 — 1999
Morgan Stanley September 2003 - January 2013
Education
Thunderbird School of Global Management 1997 — 1999
Ernesto de la Fe's Morgan Stanley Experience December 2005 - December 2014
Job Managing director Latin America/ Florida. Jefferies
Industry Investment Banking
Experience
Morgan Stanley December 2005 - December 2014
Education
Belen jesuit prep.
Institute of international studies and training, Japan
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Finance and Marketing
University of Miami
Bachelor of Business Administration (B.B.A.)
Morgan Stanley December 2005 - December 2014
Education
Belen jesuit prep.
Institute of international studies and training, Japan
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Finance and Marketing
University of Miami
Bachelor of Business Administration (B.B.A.)
Leon Latypov's Morgan Stanley Experience 2006 - 2007
Job Senior Manager, Operations at Dstillery
Industry Information Technology and Services
Experience
Dstillery February 2014 - Present
Mojiva May 2010 - January 2014
Confirmit 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Mobile Advertising, Ad Serving, Online Advertising, Mobile Devices, Rich Media, Salesforce.com, Digital Marketing, Mobile Applications, Mobile Marketing, Digital Strategy, Digital Media, Ad Networks, Display Advertising, Analytics, CRM, Databases, Mobile Internet, Advertising, Strategic Partnerships, SQL
Education
Touro College 2002 — 2006
Bachelor's degree in Computer science and data communications, BS
Midwood 1995 — 1999
Dstillery February 2014 - Present
Mojiva May 2010 - January 2014
Confirmit 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Mobile Advertising, Ad Serving, Online Advertising, Mobile Devices, Rich Media, Salesforce.com, Digital Marketing, Mobile Applications, Mobile Marketing, Digital Strategy, Digital Media, Ad Networks, Display Advertising, Analytics, CRM, Databases, Mobile Internet, Advertising, Strategic Partnerships, SQL
Education
Touro College 2002 — 2006
Bachelor's degree in Computer science and data communications, BS
Midwood 1995 — 1999
Judy Vider's Morgan Stanley Experience May 2004 - Present
Job Managing Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2004 - Present
Credit Suisse February 2000 - May 2004
Lehman Brothers September 1997 - January 2000
Bankers Trust January 1982 - August 1997
Skills
Risk Management, Equities, Fixed Income, Derivatives, Business Analysis, Financial Risk
Education
Touro College 1982 — 1985
Morgan Stanley May 2004 - Present
Credit Suisse February 2000 - May 2004
Lehman Brothers September 1997 - January 2000
Bankers Trust January 1982 - August 1997
Skills
Risk Management, Equities, Fixed Income, Derivatives, Business Analysis, Financial Risk
Education
Touro College 1982 — 1985
Paul Horowitz's Morgan Stanley Experience 2004 - 2006
Job Corporate Finance Real Estate Investments
Industry Real Estate
Experience
BlackRock 2006 - Present
Morgan Stanley 2004 - 2006
Whiteweld, Barrister, & Brown, Inc. 2002 - 2003
P&M Consulting 2001 - 2002
Skills
Structured Finance, Capital Markets, Commercial Real Estate, Mezzanine Loans, Subordinated Debt, Collateralized Debt..., Commercial Mortgage..., Investment Management
Education
Touro College Jacob D. Fuchsberg Law Center
JD
University of Maryland College Park
BS
BlackRock 2006 - Present
Morgan Stanley 2004 - 2006
Whiteweld, Barrister, & Brown, Inc. 2002 - 2003
P&M Consulting 2001 - 2002
Skills
Structured Finance, Capital Markets, Commercial Real Estate, Mezzanine Loans, Subordinated Debt, Collateralized Debt..., Commercial Mortgage..., Investment Management
Education
Touro College Jacob D. Fuchsberg Law Center
JD
University of Maryland College Park
BS
Silvana Roncal's Morgan Stanley Experience May 2013 - Present
Job Global Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Minerva Management, Inc. 2009 - December 2012
EFG Capital International Corp. 2002 - 2008
Socimer International Corp. 1993 - 1998
ANZ Investment Bank 1987 - 1993
Citibank Inv 1985 - 1987
Education
Thunderbird School of Global Management 1984 — 1985
MBA, International Finance and Accounting
Morgan Stanley May 2013 - Present
Minerva Management, Inc. 2009 - December 2012
EFG Capital International Corp. 2002 - 2008
Socimer International Corp. 1993 - 1998
ANZ Investment Bank 1987 - 1993
Citibank Inv 1985 - 1987
Education
Thunderbird School of Global Management 1984 — 1985
MBA, International Finance and Accounting
Mignon De La Torre's Morgan Stanley Experience August 2008 - July 2009
Job Sr. Reg CSA at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2004 - Present
Morgan Stanley August 2008 - July 2009
Skills
Series 7, Equities, Fixed Income, Derivatives, Wealth Management, Series 63, Bloomberg, Securities, Prime Brokerage, Mutual Funds, Investment Banking, Investments, Middle Office, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Retirement Planning, Asset Allocation, Alternative Investments
Education
The University of Texas at El Paso 2002 — 2003
Master of Business Administration (MBA), Business/Commerce, General
The University of Texas at San Antonio 1995 — 1999
Bachelor's degree, Business/Commerce, General
Morgan Stanley Smith Barney May 2004 - Present
Morgan Stanley August 2008 - July 2009
Skills
Series 7, Equities, Fixed Income, Derivatives, Wealth Management, Series 63, Bloomberg, Securities, Prime Brokerage, Mutual Funds, Investment Banking, Investments, Middle Office, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Retirement Planning, Asset Allocation, Alternative Investments
Education
The University of Texas at El Paso 2002 — 2003
Master of Business Administration (MBA), Business/Commerce, General
The University of Texas at San Antonio 1995 — 1999
Bachelor's degree, Business/Commerce, General
Vijay Uddaraju's Morgan Stanley Experience January 2011 - Present
Job WPS Admin at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley January 2011 - Present
NBC Universal May 2009 - January 2011
Boeing July 2004 - March 2009
Miracle Software Systems October 2003 - September 2004
Skills
Business Analysis, Integration, SOA, Java, XML, SQL, HTML, Enterprise Architecture, WPS
Education
Towson University 2001 — 2003
Masters, Computer Science
University of Mysore
Morgan Stanley January 2011 - Present
NBC Universal May 2009 - January 2011
Boeing July 2004 - March 2009
Miracle Software Systems October 2003 - September 2004
Skills
Business Analysis, Integration, SOA, Java, XML, SQL, HTML, Enterprise Architecture, WPS
Education
Towson University 2001 — 2003
Masters, Computer Science
University of Mysore
Andy Smith, MBA's Morgan Stanley Experience 1997 - 2005
Job Financial Center Manager at United States Department of Defense
Industry Consumer Services
Experience
United States Department of Defense March 2011 - Present
Energy Savers America November 2010 - March 2011
Energy Savers America November 2010 - March 2011
Chapin Davis Investments June 2005 - November 2010
Morgan Stanley 1997 - 2005
Skills
Eagle Scout, Series 3, Accounting, Compliance, Budgeting, Strategic Planning, Budgets, New Business Development
Education
University of Maryland University College 2004 — 2006
MBA, Business Administration
University of Maryland University College 2002 — 2004
M.S., Technology Management
Towson University 1993 — 1997
B.S., Business Administration & Finance
United States Department of Defense March 2011 - Present
Energy Savers America November 2010 - March 2011
Energy Savers America November 2010 - March 2011
Chapin Davis Investments June 2005 - November 2010
Morgan Stanley 1997 - 2005
Skills
Eagle Scout, Series 3, Accounting, Compliance, Budgeting, Strategic Planning, Budgets, New Business Development
Education
University of Maryland University College 2004 — 2006
MBA, Business Administration
University of Maryland University College 2002 — 2004
M.S., Technology Management
Towson University 1993 — 1997
B.S., Business Administration & Finance
AK Saravanan's Morgan Stanley Experience March 2010 - July 2011
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2013 - Present
Bank of America Merrill Lynch August 2011 - March 2013
Wipro Technologies March 2010 - July 2011
Morgan Stanley March 2010 - July 2011
Wellmark April 2009 - April 2010
Barclays Global Investors November 2007 - February 2009
Sybase March 2001 - October 2007
cybergold June 1999 - February 2001
CMC Ltd August 1994 - February 2001
BRI 1997 - 2001
Education
Thiagarajar College of Engineering 1990 — 1994
BE, Computer Science
Bank of America April 2013 - Present
Bank of America Merrill Lynch August 2011 - March 2013
Wipro Technologies March 2010 - July 2011
Morgan Stanley March 2010 - July 2011
Wellmark April 2009 - April 2010
Barclays Global Investors November 2007 - February 2009
Sybase March 2001 - October 2007
cybergold June 1999 - February 2001
CMC Ltd August 1994 - February 2001
BRI 1997 - 2001
Education
Thiagarajar College of Engineering 1990 — 1994
BE, Computer Science
Ashley Wenderoth's Morgan Stanley Experience HR CoordinatorMorgan StanleyJuly 2005 - March 2007
Job Human Resources Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley HR CoordinatorMorgan StanleyJuly 2005 - March 2007
Education
Towson University
BS
Morgan Stanley HR CoordinatorMorgan StanleyJuly 2005 - March 2007
Education
Towson University
BS
Lilly Jiang's Morgan Stanley Experience March 2012 - Present
Job Senior Management Consultant in Business Intelligence
Industry Information Technology and Services
Experience
Morgan Stanley March 2012 - Present
Morgan Stanley October 2005 - December 2011
First Canadian Title July 2002 - October 2005
Skills
Teradata, Data Warehousing, Informatica, SDLC, Business Objects, ETL, Business Intelligence, DB2, Data Modeling, Dashboard Reporting, Sybase
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
Jilin University
Bachelor of Arts (BA)
Morgan Stanley March 2012 - Present
Morgan Stanley October 2005 - December 2011
First Canadian Title July 2002 - October 2005
Skills
Teradata, Data Warehousing, Informatica, SDLC, Business Objects, ETL, Business Intelligence, DB2, Data Modeling, Dashboard Reporting, Sybase
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
Jilin University
Bachelor of Arts (BA)
Alexandria Alati's Morgan Stanley Experience December 2009 - May 2010
Job Account Executive at SourceMedia
Industry Online Media
Experience
SourceMedia December 2014 - Present
Moody's Analytics April 2011 - December 2014
GAF Materials Corporation June 2010 - March 2011
Morgan Stanley December 2009 - May 2010
Merrill Lynch September 2008 - November 2008
Rapid Ratings International June 2008 - August 2008
Verizon Wireless July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PowerPoint, Finance, Sales Operations, Contract Management, Sales Analysis, PeopleSoft, Project Management, Process Improvement, Relationship Management, Manage Client..., Legal Compliance, Microsoft Office, Marketing, Outlook, Customer Service, Equities, CRM, Sales, Social Media
Education
Towson University 2004 — 2009
Bachelor of Science, Business Administration and Marketing
Montclair Kimberley Academy 2002 — 2004
Glen Ridge High School 2000 — 2001
SourceMedia December 2014 - Present
Moody's Analytics April 2011 - December 2014
GAF Materials Corporation June 2010 - March 2011
Morgan Stanley December 2009 - May 2010
Merrill Lynch September 2008 - November 2008
Rapid Ratings International June 2008 - August 2008
Verizon Wireless July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PowerPoint, Finance, Sales Operations, Contract Management, Sales Analysis, PeopleSoft, Project Management, Process Improvement, Relationship Management, Manage Client..., Legal Compliance, Microsoft Office, Marketing, Outlook, Customer Service, Equities, CRM, Sales, Social Media
Education
Towson University 2004 — 2009
Bachelor of Science, Business Administration and Marketing
Montclair Kimberley Academy 2002 — 2004
Glen Ridge High School 2000 — 2001
Garry Garnet's Morgan Stanley Experience July 2014 - Present
Job Trust Professional
Industry Banking
Experience
Morgan Stanley July 2014 - Present
OPG ESTATE AND GOLD STORES September 2010 - Present
North Fork Bank/Capital One 2002 - 2009
north fork bank 2002 - 2009
IBJ WHITEHALL 2000 - 2002
Chemical Bank/Chase June 1986 - March 2000
Skills
Banking, Loans, Customer Service, Financial Services, Portfolio Management, Wealth Management, Asset Management, Investments
Education
Touro College Jacob D. Fuchsberg Law Center 1980 — 1983
JD, Law
Saint John's University 1978 — 1980
MA, Political Science
Saint John's University 1975 — 1978
BA, Political Science
Morgan Stanley July 2014 - Present
OPG ESTATE AND GOLD STORES September 2010 - Present
North Fork Bank/Capital One 2002 - 2009
north fork bank 2002 - 2009
IBJ WHITEHALL 2000 - 2002
Chemical Bank/Chase June 1986 - March 2000
Skills
Banking, Loans, Customer Service, Financial Services, Portfolio Management, Wealth Management, Asset Management, Investments
Education
Touro College Jacob D. Fuchsberg Law Center 1980 — 1983
JD, Law
Saint John's University 1978 — 1980
MA, Political Science
Saint John's University 1975 — 1978
BA, Political Science
Rakesh Dabhi's Morgan Stanley Experience December 1995 - August 1996
Job Web Content Manager
Industry Financial Services
Experience
Citi (contract now: Accenture, previous: Mastech) May 2013 - Present
AT&T (contract: Rose International) June 2010 - April 2013
American Airlines May 2008 - May 2010
American Airlines May 2004 - June 2008
American Airlines January 2000 - April 2004
American Airlines May 1998 - December 1999
American Airlines August 1997 - May 1998
Nortel Networks January 1997 - May 1997
University of Texas at Dallas February 1994 - December 1996
Morgan Stanley December 1995 - August 1996
Skills
Interwoven Teamsite, CoffeeCup, Dreamweaver, Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, ImageReady, HTML, Web Content, Project Management, SharePoint, detailed oriented, Agile Methodologies, Telecommunications, Airlines, Web Accessibility, JIRA, Media Bin, Illustrator, CMS, Requirements Analysis, Quality Assurance, Content Management, Analysis
Education
The University of Texas at Dallas 1994 — 1997
Bachelor's of Science, Accounting
University of Scranton
Citi (contract now: Accenture, previous: Mastech) May 2013 - Present
AT&T (contract: Rose International) June 2010 - April 2013
American Airlines May 2008 - May 2010
American Airlines May 2004 - June 2008
American Airlines January 2000 - April 2004
American Airlines May 1998 - December 1999
American Airlines August 1997 - May 1998
Nortel Networks January 1997 - May 1997
University of Texas at Dallas February 1994 - December 1996
Morgan Stanley December 1995 - August 1996
Skills
Interwoven Teamsite, CoffeeCup, Dreamweaver, Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, ImageReady, HTML, Web Content, Project Management, SharePoint, detailed oriented, Agile Methodologies, Telecommunications, Airlines, Web Accessibility, JIRA, Media Bin, Illustrator, CMS, Requirements Analysis, Quality Assurance, Content Management, Analysis
Education
The University of Texas at Dallas 1994 — 1997
Bachelor's of Science, Accounting
University of Scranton
Matt Kroin's Morgan Stanley Experience May 2003 - December 2008
Job Senior Vice PresidentWealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley May 2003 - December 2008
Education
Towson University 2000 — 2004
B.S Economics, Economics and Finance
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley May 2003 - December 2008
Education
Towson University 2000 — 2004
B.S Economics, Economics and Finance
Billy Alba's Morgan Stanley Experience July 2005 - April 2007
Job Finance professional with solid financial and reporting back ground.
Industry Financial Services
Experience
Wells Fargo Bank April 2007 - Present
Morgan Stanley July 2005 - April 2007
Skills
Project Management, Forecasting, Accounting
Education
Towson University
Business, Finance
Wells Fargo Bank April 2007 - Present
Morgan Stanley July 2005 - April 2007
Skills
Project Management, Forecasting, Accounting
Education
Towson University
Business, Finance
Cameron Schmiemann's Morgan Stanley Experience June 2011 - January 2013
Job
Industry Financial Services
Experience
Morgan Stanley June 2011 - January 2013
Skills
Relationship...
Education
Towson University 2007 — 2011
Bachelor's degree, Economics, 3.3
Morgan Stanley June 2011 - January 2013
Skills
Relationship...
Education
Towson University 2007 — 2011
Bachelor's degree, Economics, 3.3
Philip Engler's Morgan Stanley Experience August 2013 - March 2014
Job Experienced Business Operations
Industry Financial Services
Experience
University of Maryland Medical Center 2015 - 2015
Morgan Stanley August 2013 - March 2014
Lorex Technology 2014 - 2014
Baltimore Area Council, Boy Scouts of America January 2010 - August 2013
Mission Helpers of the Sacred Heart April 2009 - September 2009
Deutsche Bank Alex. Brown April 2008 - April 2009
A.G. Edward & Sons, Inc. May 2007 - October 2007
SSA May 2005 - September 2005
Wm.C Saddler & Co. LLP January 2003 - May 2003
Skills
Accounts Payable, Microsoft Excel, Accounting, Account Reconciliation, Microsoft Word, Budgets, Customer Service, Bookkeeping, Lotus Notes, Peachtree, Internet Explorer, PowerPoint, Microsoft Office, Team Building, Training, Bank Reconciliation, Process Improvement, Great Plains Software, General Ledger, Accruals, SAP, Event Planning, Process Flow, Public Speaking, Nonprofits, Program Management, Community Outreach, Leadership Development
Education
Towson University 2002 — 2008
Bachelor of Science, Business Administration; Finance
University of Maryland Medical Center 2015 - 2015
Morgan Stanley August 2013 - March 2014
Lorex Technology 2014 - 2014
Baltimore Area Council, Boy Scouts of America January 2010 - August 2013
Mission Helpers of the Sacred Heart April 2009 - September 2009
Deutsche Bank Alex. Brown April 2008 - April 2009
A.G. Edward & Sons, Inc. May 2007 - October 2007
SSA May 2005 - September 2005
Wm.C Saddler & Co. LLP January 2003 - May 2003
Skills
Accounts Payable, Microsoft Excel, Accounting, Account Reconciliation, Microsoft Word, Budgets, Customer Service, Bookkeeping, Lotus Notes, Peachtree, Internet Explorer, PowerPoint, Microsoft Office, Team Building, Training, Bank Reconciliation, Process Improvement, Great Plains Software, General Ledger, Accruals, SAP, Event Planning, Process Flow, Public Speaking, Nonprofits, Program Management, Community Outreach, Leadership Development
Education
Towson University 2002 — 2008
Bachelor of Science, Business Administration; Finance
parthiban akkini's Morgan Stanley Experience November 2012 - January 2014
Job Technical Lead Java at Barclays Investment Bank
Industry Information Technology and Services
Experience
Barclays Investment Bank August 2014 - Present
Interactive Data February 2014 - August 2014
Morgan Stanley November 2012 - January 2014
Patni Computer Systems May 2008 - November 2012
iGATE Global Solutions ( formerly known as Patni Computer Systems) January 2005 - April 2008
Essar Steels Ltd May 2003 - January 2005
Skills
Core Java, Spring Integration, Spring MVC, Spring Batch, Spring Framework, Struts, Hibernate, JSP, AJAX, Design Patterns, RESTful WebServices, SOAP, JSON, Shell Scripting, Unix, Linux, Oracle, Oracle Coherence, Sybase, Microsoft SQL Server, PL/SQL, Tortoise CVS, Tortoise SVN, Perforce, Agile Methodologies
Education
Thiagarajar College of Engineering 1999 — 2003
Bachelor of Engineering (B.E.), First Class with Distinction
Barclays Investment Bank August 2014 - Present
Interactive Data February 2014 - August 2014
Morgan Stanley November 2012 - January 2014
Patni Computer Systems May 2008 - November 2012
iGATE Global Solutions ( formerly known as Patni Computer Systems) January 2005 - April 2008
Essar Steels Ltd May 2003 - January 2005
Skills
Core Java, Spring Integration, Spring MVC, Spring Batch, Spring Framework, Struts, Hibernate, JSP, AJAX, Design Patterns, RESTful WebServices, SOAP, JSON, Shell Scripting, Unix, Linux, Oracle, Oracle Coherence, Sybase, Microsoft SQL Server, PL/SQL, Tortoise CVS, Tortoise SVN, Perforce, Agile Methodologies
Education
Thiagarajar College of Engineering 1999 — 2003
Bachelor of Engineering (B.E.), First Class with Distinction
Ruiqi Guo's Morgan Stanley Experience June 2013 - August 2013
Job PhD Student at University of Illinois at Urbana Champaign
Industry Computer Software
Experience
University of Illinois at Urbana-Champaign August 2009 - Present
Morgan Stanley June 2013 - August 2013
Google May 2012 - August 2012
Google May 2011 - August 2011
Microsoft Research Asia March 2009 - June 2009
Skills
Distributed Systems, Python, Matlab, Algorithms, C++, Machine Learning, Computer Vision, Linux
Education
University of Illinois at Urbana-Champaign 2009 — 2014
PhD, Computer Science
Zhejiang University 2005 — 2009
Undergraduate, Computer Science
Tohoku University 2007 — 2008
Direct Enrollment Education Program, Computer Science
Hangzhou Foreign Languages School 2000 — 2005
University of Illinois at Urbana-Champaign August 2009 - Present
Morgan Stanley June 2013 - August 2013
Google May 2012 - August 2012
Google May 2011 - August 2011
Microsoft Research Asia March 2009 - June 2009
Skills
Distributed Systems, Python, Matlab, Algorithms, C++, Machine Learning, Computer Vision, Linux
Education
University of Illinois at Urbana-Champaign 2009 — 2014
PhD, Computer Science
Zhejiang University 2005 — 2009
Undergraduate, Computer Science
Tohoku University 2007 — 2008
Direct Enrollment Education Program, Computer Science
Hangzhou Foreign Languages School 2000 — 2005
Christopher Klinefelter's Morgan Stanley Experience January 2006 - August 2013
Job Supervisor at Element
Industry Financial Services
Experience
Element Fleet Management August 2013 - Present
Morgan Stanley January 2006 - August 2013
Skills
Settlement, Financial Services, Account Reconciliation, Time Management, Human Resources, Budgets, Leadership, Management, Customer Service, Equities, Finance, Financial Analysis, Financial Modeling, Process Improvement, Microsoft Excel, Risk Management
Education
Towson University 2000 — 2004
Bachelor, Politicial Science and Economics
Element Fleet Management August 2013 - Present
Morgan Stanley January 2006 - August 2013
Skills
Settlement, Financial Services, Account Reconciliation, Time Management, Human Resources, Budgets, Leadership, Management, Customer Service, Equities, Finance, Financial Analysis, Financial Modeling, Process Improvement, Microsoft Excel, Risk Management
Education
Towson University 2000 — 2004
Bachelor, Politicial Science and Economics
Russell Crow's Morgan Stanley Experience 1998 - 2002
Job Private Wealth Management UBS
Industry Financial Services
Experience
UBS 2009 - Present
Goldman Sachs 2002 - 2009
Morgan Stanley 1998 - 2002
Education
Thunderbird School of Global Management 1996 — 1998
UBS 2009 - Present
Goldman Sachs 2002 - 2009
Morgan Stanley 1998 - 2002
Education
Thunderbird School of Global Management 1996 — 1998
Scott A. Osborne's Morgan Stanley Experience January 2007 - November 2007
Job Wealth Strategy Associate at UBS
Industry Banking
Experience
UBS October 2014 - Present
East Bend Baptist Church November 2009 - Present
Union Savings Bank February 2013 - October 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Union Savings Bank February 2009 - February 2011
Morgan Stanley January 2007 - November 2007
United States Marine Corps August 1994 - January 2001
Education
Union University 2014 — 2015
Completing a MCS Degree, Christian Studies
Thomas More College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS October 2014 - Present
East Bend Baptist Church November 2009 - Present
Union Savings Bank February 2013 - October 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Union Savings Bank February 2009 - February 2011
Morgan Stanley January 2007 - November 2007
United States Marine Corps August 1994 - January 2001
Education
Union University 2014 — 2015
Completing a MCS Degree, Christian Studies
Thomas More College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kathy Shea's Morgan Stanley Experience July 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Skills
Equities
Education
Thunderbird School of Global Management 1990 — 1991
Morgan Stanley July 2007 - Present
Skills
Equities
Education
Thunderbird School of Global Management 1990 — 1991
Beth Charney's Morgan Stanley Experience June 2013 - Present
Job Recruiting Coordinator at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2013 - Present
Dancer's Dreams Inc August 2003 - June 2013
Maryland Treatment Centers- Mountain Manor Baltimore August 2011 - February 2013
Middle River Aircraft Systems -GE February 2011 - May 2011
Skills
Employee Relations, Onboarding, Leadership Development, Payroll, Recruiting, Talent Management, New Hire Orientations, Talent Acquisition, Organizational..., Applicant Tracking..., Resume Writing, Employee Engagement, College Recruiting, Training, Career Counseling, HRIS, Performance Management, Conflict Resolution, Benefits Administration, Employee Benefits, Screening, Human Resources
Education
Towson University 2011 — 2013
Master of Arts, Human Resource
University of Baltimore 2009 — 2011
BS, Human Resources
Morgan Stanley June 2013 - Present
Dancer's Dreams Inc August 2003 - June 2013
Maryland Treatment Centers- Mountain Manor Baltimore August 2011 - February 2013
Middle River Aircraft Systems -GE February 2011 - May 2011
Skills
Employee Relations, Onboarding, Leadership Development, Payroll, Recruiting, Talent Management, New Hire Orientations, Talent Acquisition, Organizational..., Applicant Tracking..., Resume Writing, Employee Engagement, College Recruiting, Training, Career Counseling, HRIS, Performance Management, Conflict Resolution, Benefits Administration, Employee Benefits, Screening, Human Resources
Education
Towson University 2011 — 2013
Master of Arts, Human Resource
University of Baltimore 2009 — 2011
BS, Human Resources
ALEX GOFFNER's Morgan Stanley Experience 2011 - Present
Job Intern at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley 2011 - Present
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Tax Preparation, Tax, PowerPoint, Spreadsheets, Microsoft Office
Education
Thomas More College 2009 — 2013
Bachelor of Arts, Accounting, senior
Thomas More College 2008 — 2013
Morgan Stanley 2011 - Present
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Tax Preparation, Tax, PowerPoint, Spreadsheets, Microsoft Office
Education
Thomas More College 2009 — 2013
Bachelor of Arts, Accounting, senior
Thomas More College 2008 — 2013
Ally Greenlee's Morgan Stanley Experience July 2014 - Present
Job Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley July 2012 - July 2013
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Derivatives
Education
Towson University 2011 — 2012
Masters, Accounting
University of Central Florida 2007 — 2011
Bachelors, Accounting
University of Central Florida 2007 — 2011
Bachelors, Finance
Morgan Stanley July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley July 2012 - July 2013
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Derivatives
Education
Towson University 2011 — 2012
Masters, Accounting
University of Central Florida 2007 — 2011
Bachelors, Accounting
University of Central Florida 2007 — 2011
Bachelors, Finance
Adam Mutai's Morgan Stanley Experience October 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Strayer University April 2014 - October 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Towson University 2008 — 2012
Morgan Stanley October 2014 - Present
Strayer University April 2014 - October 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Towson University 2008 — 2012
Dennis Zhang's Morgan Stanley Experience July 2014 - Present
Job VP at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley September 2012 - June 2014
Federal Home Loan Bank of Seattle June 2006 - August 2012
Federal Home Loan Bank of Cincinnati January 2005 - June 2006
Skills
QRM ALM, PolyPaths, Market Risk Analysis, Income Forecasting, Derivatives, Interest Rate Risk..., ALM, Swaps, Capital Markets, Valuation, Risk Management, Financial Modeling, Financial Risk, Portfolio Management, Market Risk, Bloomberg
Education
University of Cincinnati College of Business 2003 — 2005
Master of Science (MS), Quantitative Analysis
University of Illinois at Urbana-Champaign 2002 — 2003
Master of Science (MS), Business Administration and Management, General
Tongji University 1984 — 1989
Bachelor of Engineering (BE), Exploration Geophysics
Morgan Stanley July 2014 - Present
Morgan Stanley September 2012 - June 2014
Federal Home Loan Bank of Seattle June 2006 - August 2012
Federal Home Loan Bank of Cincinnati January 2005 - June 2006
Skills
QRM ALM, PolyPaths, Market Risk Analysis, Income Forecasting, Derivatives, Interest Rate Risk..., ALM, Swaps, Capital Markets, Valuation, Risk Management, Financial Modeling, Financial Risk, Portfolio Management, Market Risk, Bloomberg
Education
University of Cincinnati College of Business 2003 — 2005
Master of Science (MS), Quantitative Analysis
University of Illinois at Urbana-Champaign 2002 — 2003
Master of Science (MS), Business Administration and Management, General
Tongji University 1984 — 1989
Bachelor of Engineering (BE), Exploration Geophysics
Brooke Lambert's Morgan Stanley Experience October 2005 - Present
Job Vice President at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2005 - Present
Skills
Bloomberg, Alternative Investments
Education
Towson University
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley October 2005 - Present
Skills
Bloomberg, Alternative Investments
Education
Towson University
Bachelor of Business Administration (B.B.A.), Finance
Bonnie Zeigler's Morgan Stanley Experience Director, Equity OTC Derivatives Settlements and ConfirmationsMorgan Stanley2012 - Present
Job Vice President, OTC Derivatives at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Director, Equity OTC Derivatives Settlements and ConfirmationsMorgan Stanley2012 - Present
Morgan Stanley 2010 - 2012
Morgan Stanley 2007 - 2010
Skills
Credit Default Swaps, Interest Rate Swaps, Equity Swaps, Equity Options, Swaptions, Variance Swaps, Allocations, Operational Risk..., Trade Settlement, Confirm Execution
Education
Towson University 2003 — 2007
Bachelor of Science (BS), Finance, General
Morgan Stanley Director, Equity OTC Derivatives Settlements and ConfirmationsMorgan Stanley2012 - Present
Morgan Stanley 2010 - 2012
Morgan Stanley 2007 - 2010
Skills
Credit Default Swaps, Interest Rate Swaps, Equity Swaps, Equity Options, Swaptions, Variance Swaps, Allocations, Operational Risk..., Trade Settlement, Confirm Execution
Education
Towson University 2003 — 2007
Bachelor of Science (BS), Finance, General
Chris Bremseth's Morgan Stanley Experience May 2013 - Present
Job Team Manager Cash Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley January 2010 - May 2013
Morgan Stanley January 2004 - December 2009
T. Rowe Price October 2004 - October 2005
Wells Fargo October 2001 - December 2003
Deutsche Bank July 2000 - August 2001
Skills
DTC, Euroclear, Fixed Income, Equities, Physical Securities, RegS, Cash Management, Operations Management, Financial Policies &..., Securities Settlement, Government Securities, Career Development, Process Improvement, Business Continuity..., Rule 144, Series 7, Bond Conversions and..., Risk Mitigation, OFAC, AML, Interviewing Skills, Restricted Securities, Settlement, Back Office, Operational Risk, Financial Services, Securities, Risk Management
Education
Towson University 1996 — 2001
Morgan Stanley May 2013 - Present
Morgan Stanley January 2010 - May 2013
Morgan Stanley January 2004 - December 2009
T. Rowe Price October 2004 - October 2005
Wells Fargo October 2001 - December 2003
Deutsche Bank July 2000 - August 2001
Skills
DTC, Euroclear, Fixed Income, Equities, Physical Securities, RegS, Cash Management, Operations Management, Financial Policies &..., Securities Settlement, Government Securities, Career Development, Process Improvement, Business Continuity..., Rule 144, Series 7, Bond Conversions and..., Risk Mitigation, OFAC, AML, Interviewing Skills, Restricted Securities, Settlement, Back Office, Operational Risk, Financial Services, Securities, Risk Management
Education
Towson University 1996 — 2001
Brent Sewell's Morgan Stanley Experience May 2010 - January 2012
Job Supply Chain Analyst at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation November 2014 - Present
Northrop Grumman Corporation March 2013 - November 2014
Morgan Stanley May 2010 - January 2012
Skills
Supply Chain Management, Military, Earned Value Management, DoD, Aerospace, MRP, Six Sigma, Process Improvement, Government Contracting
Education
University of Maryland College Park 2014 — 2016
Master of Business Administration (MBA)
Towson University
Bachelor of Science (BS), Finance, General
Northrop Grumman Corporation November 2014 - Present
Northrop Grumman Corporation March 2013 - November 2014
Morgan Stanley May 2010 - January 2012
Skills
Supply Chain Management, Military, Earned Value Management, DoD, Aerospace, MRP, Six Sigma, Process Improvement, Government Contracting
Education
University of Maryland College Park 2014 — 2016
Master of Business Administration (MBA)
Towson University
Bachelor of Science (BS), Finance, General
Chris Fiero's Morgan Stanley Experience April 2004 - November 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2012 - Present
Morgan Stanley April 2004 - November 2013
J.P. Morgan April 2001 - April 2004
T. Rowe Price April 1998 - April 2001
ARCO Metals, INC October 1995 - April 1998
CPI Photo Finish June 1992 - October 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Towson University 1990 — 1994
Bachelor of Science (BS), Business Management and Marketing
J.P. Morgan November 2012 - Present
Morgan Stanley April 2004 - November 2013
J.P. Morgan April 2001 - April 2004
T. Rowe Price April 1998 - April 2001
ARCO Metals, INC October 1995 - April 1998
CPI Photo Finish June 1992 - October 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Towson University 1990 — 1994
Bachelor of Science (BS), Business Management and Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS