Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Kurt von Holzhausen Kurt von Holzhausen's Morgan Stanley Experience 1995 - 2003
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2005 - Present
C3 2010 - 2012
Morgan Stanley 1995 - 2003
Skills
Private Equity, Equities, Corporate Development, Fixed Income, IPO, Derivatives, Buy-side, Venture Capital, Financial Markets, Principal Investing, Growth Capital
Education
Tufts University 1988 — 1992
Bachelor's degree, Economics
Goldman Sachs September 2005 - Present
C3 2010 - 2012
Morgan Stanley 1995 - 2003
Skills
Private Equity, Equities, Corporate Development, Fixed Income, IPO, Derivatives, Buy-side, Venture Capital, Financial Markets, Principal Investing, Growth Capital
Education
Tufts University 1988 — 1992
Bachelor's degree, Economics
Scott Hamm Scott Hamm's Morgan Stanley Experience June 2005 - November 2006
Job Sr. Financial Analyst at Ochsner Health System Decision Support Analytics
Industry Hospital & Health Care
Experience
Ochsner Health System October 2013 - Present
TD March 2011 - October 2013
GlaxoSmithKline R&D Finance; Tulane Univ. School of Medicine August 2009 - February 2011
Morgan Stanley June 2005 - November 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Valuation, VBA, Financial Reporting, Microsoft Excel, Microsoft Office, Project Finance, Equity Valuation, Access Database, Data Analysis, Bloomberg, Financial Reconciliation, Database Administration, SQL, Database Design, Strategic Financial..., Oracle SQL Developer, Capital Budgeting, Oracle Applications, Oracle BI EE, Stata, Oracle E-Business Suite, Hyperion, Policy Analysis, Policy Writing, Corporate Finance, Excel Dashboards, Lean Six Sigma, Accounting, Oracle Discoverer, Financial Markets, Business Planning, System Administration, System Design, Oracle Financials, DRM, Audit, KPI Dashboards, Oracle Reports, PowerPoint, Project Management, MS Project, Visio, Process Improvement, Access, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance (MFin), Accounting and Finance
Tulane University 2000 — 2005
BSM (Finance)
Ochsner Health System October 2013 - Present
TD March 2011 - October 2013
GlaxoSmithKline R&D Finance; Tulane Univ. School of Medicine August 2009 - February 2011
Morgan Stanley June 2005 - November 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Valuation, VBA, Financial Reporting, Microsoft Excel, Microsoft Office, Project Finance, Equity Valuation, Access Database, Data Analysis, Bloomberg, Financial Reconciliation, Database Administration, SQL, Database Design, Strategic Financial..., Oracle SQL Developer, Capital Budgeting, Oracle Applications, Oracle BI EE, Stata, Oracle E-Business Suite, Hyperion, Policy Analysis, Policy Writing, Corporate Finance, Excel Dashboards, Lean Six Sigma, Accounting, Oracle Discoverer, Financial Markets, Business Planning, System Administration, System Design, Oracle Financials, DRM, Audit, KPI Dashboards, Oracle Reports, PowerPoint, Project Management, MS Project, Visio, Process Improvement, Access, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance (MFin), Accounting and Finance
Tulane University 2000 — 2005
BSM (Finance)
Angela Jong Angela Jong's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
U.S. Embassy September 2013 - December 2013
VUID, INC May 2013 - August 2013
Penn Press September 2012 - December 2012
Leonie Hill Capital July 2012 - August 2012
Law Office of Kathleen Forrest June 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, InDesign, Photoshop, Legal Research, Sales, Marketing, Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) in Economics, Finance
Tsinghua University 2013 — 2013
Study Abroad, School of Economics and Management
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
U.S. Embassy September 2013 - December 2013
VUID, INC May 2013 - August 2013
Penn Press September 2012 - December 2012
Leonie Hill Capital July 2012 - August 2012
Law Office of Kathleen Forrest June 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, InDesign, Photoshop, Legal Research, Sales, Marketing, Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) in Economics, Finance
Tsinghua University 2013 — 2013
Study Abroad, School of Economics and Management
Chuck Swartz's Morgan Stanley Experience November 2013 - June 2014
Job Management Consultant at Satori Consulting
Industry Management Consulting
Experience
Satori Consulting February 2015 - Present
Maine Pointe June 2014 - December 2014
Morgan Stanley November 2013 - June 2014
Postlethwaite & Netterville September 2012 - June 2013
Darwin Fenner Student-Managed Mutual Fund January 2012 - May 2012
Burkenroad Reports August 2011 - December 2011
MetLife Broker-Dealer Group June 2011 - July 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Equity Research, Finance, Data Analysis, Accounting, Analysis, Microsoft Office, Access, PowerPoint, Securities, Spanish, Financial Accounting, Microsoft Word, Outlook, Public Speaking, Research, Market Research, Statistics, Financial Reporting, Management Consulting, MOS, Procurement, Logistics, Relationship Management, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance, GPA 3.93 / 4.00
Satori Consulting February 2015 - Present
Maine Pointe June 2014 - December 2014
Morgan Stanley November 2013 - June 2014
Postlethwaite & Netterville September 2012 - June 2013
Darwin Fenner Student-Managed Mutual Fund January 2012 - May 2012
Burkenroad Reports August 2011 - December 2011
MetLife Broker-Dealer Group June 2011 - July 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Equity Research, Finance, Data Analysis, Accounting, Analysis, Microsoft Office, Access, PowerPoint, Securities, Spanish, Financial Accounting, Microsoft Word, Outlook, Public Speaking, Research, Market Research, Statistics, Financial Reporting, Management Consulting, MOS, Procurement, Logistics, Relationship Management, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance, GPA 3.93 / 4.00
Lauren Rufino Seiler Lauren Rufino Seiler's Morgan Stanley Experience September 2005 - April 2007
Job Head of North American Equity Sales at Union Gaming
Industry Financial Services
Experience
Union Gaming June 2015 - Present
Telsey Advisory Group August 2009 - May 2015
Deutsche Bank August 2007 - August 2009
Morgan Stanley September 2005 - April 2007
Skills
Series 24, Series 7, Series 63, Bloomberg, Equities, Fixed Income, Trading, Portfolio Management, Bonds, High Yield, Investment Advisory, Economics, Equity Research, Hedge Funds, Capital Markets, Securities, Financial Modeling, Investments, Valuation, Asset Management, Alternative Investments, Investment Banking, Financial Analysis, Mutual Funds, Financial Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Finance, Asset Allocation, Equity Valuation, Emerging Markets, Due Diligence, Equity Trading, Investment Strategies, Financial Services, Mergers, Wealth Management, FINRA, Banking, Risk Management
Education
Tufts University 1999 — 2003
BA, Quantitative Economics
Pleasantville High School 1995 — 1999
Union Gaming June 2015 - Present
Telsey Advisory Group August 2009 - May 2015
Deutsche Bank August 2007 - August 2009
Morgan Stanley September 2005 - April 2007
Skills
Series 24, Series 7, Series 63, Bloomberg, Equities, Fixed Income, Trading, Portfolio Management, Bonds, High Yield, Investment Advisory, Economics, Equity Research, Hedge Funds, Capital Markets, Securities, Financial Modeling, Investments, Valuation, Asset Management, Alternative Investments, Investment Banking, Financial Analysis, Mutual Funds, Financial Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Finance, Asset Allocation, Equity Valuation, Emerging Markets, Due Diligence, Equity Trading, Investment Strategies, Financial Services, Mergers, Wealth Management, FINRA, Banking, Risk Management
Education
Tufts University 1999 — 2003
BA, Quantitative Economics
Pleasantville High School 1995 — 1999
Sharmila Chardavoyne's Morgan Stanley Experience May 2006 - June 2008
Job Customer Success Manager at Bluescape.com
Industry Computer Software
Experience
Bluescape.com June 2015 - Present
Huddle March 2014 - May 2015
Aptify June 2012 - March 2014
Student August 2010 - July 2012
Promypes December 2009 - March 2010
IL&FS Financial Services July 2008 - June 2009
Morgan Stanley May 2006 - June 2008
Skills
Portfolio Management, Analysis, Training, Equity Research, Project Management, Strategic Planning, Business Strategy, Business Process, Financial Modeling, Finance, Valuation, Financial Analysis, Data Analysis, Business Analysis, Product Management
Education
Tulane University 2010 — 2012
MBA, Finance
University at Albany, State University of New 2001 — 2005
Bachelor of Science, Finance and Marketing
Bluescape.com June 2015 - Present
Huddle March 2014 - May 2015
Aptify June 2012 - March 2014
Student August 2010 - July 2012
Promypes December 2009 - March 2010
IL&FS Financial Services July 2008 - June 2009
Morgan Stanley May 2006 - June 2008
Skills
Portfolio Management, Analysis, Training, Equity Research, Project Management, Strategic Planning, Business Strategy, Business Process, Financial Modeling, Finance, Valuation, Financial Analysis, Data Analysis, Business Analysis, Product Management
Education
Tulane University 2010 — 2012
MBA, Finance
University at Albany, State University of New 2001 — 2005
Bachelor of Science, Finance and Marketing
Stephen Patrick's Morgan Stanley Experience 1997 - 2004
Job Director, Global Asset Value Services / Business Unit Leader and Head of Strategic Initiatives at Avnet Services
Industry Information Technology and Services
Experience
Avnet Services July 2015 - Present
Avnet Services July 2014 - July 2015
Avnet Services December 2013 - July 2014
Avnet Services December 2011 - December 2013
Vology January 2009 - November 2011
Juniper Networks January 2009 - November 2011
Private 2006 - 2008
Wachovia Securities 2002 - 2004
Morgan Stanley 1997 - 2004
Rosenthal Collins Group December 1995 - February 1997
Skills
Cisco Technologies, Data Center, Juniper, Business Development, HP, Solution Selling, Channel Partners, Sales, Managed Services, Networking, Strategy, Direct Sales, New Business Development, Cloud Computing, Vendor Management, Sales Management, Management, Purchasing, F5 BigIP, Professional Services, Product Management, Investment Banking, Wireless, Start-ups, SaaS, Sales Process, Juniper Technologies, Cisco, Embedded Software, Customer Satisfaction, Unified Communications, Leadership, Strategic Partnerships, Cisco UCS, Go-to-market Strategy, Partner Management, Team Leadership, Global Business..., Product Launch
Education
Tulane University 1990 — 1994
Riverdale Country Day School 1980 — 1990
High School
Avnet Services July 2015 - Present
Avnet Services July 2014 - July 2015
Avnet Services December 2013 - July 2014
Avnet Services December 2011 - December 2013
Vology January 2009 - November 2011
Juniper Networks January 2009 - November 2011
Private 2006 - 2008
Wachovia Securities 2002 - 2004
Morgan Stanley 1997 - 2004
Rosenthal Collins Group December 1995 - February 1997
Skills
Cisco Technologies, Data Center, Juniper, Business Development, HP, Solution Selling, Channel Partners, Sales, Managed Services, Networking, Strategy, Direct Sales, New Business Development, Cloud Computing, Vendor Management, Sales Management, Management, Purchasing, F5 BigIP, Professional Services, Product Management, Investment Banking, Wireless, Start-ups, SaaS, Sales Process, Juniper Technologies, Cisco, Embedded Software, Customer Satisfaction, Unified Communications, Leadership, Strategic Partnerships, Cisco UCS, Go-to-market Strategy, Partner Management, Team Leadership, Global Business..., Product Launch
Education
Tulane University 1990 — 1994
Riverdale Country Day School 1980 — 1990
High School
Bill Wynn's Morgan Stanley Experience August 1994 - April 2009
Job Senior Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley August 1994 - April 2009
Bank of America January 1986 - August 1994
Bank of America May 1982 - January 1986
Entergy January 1980 - May 1982
Skills
Wealth Management, Portfolio Management, Investments, Strategic Asset..., Lending Solutions, Education Funding, Term Life Insurance, Financial Planning, Long Term Care Insurance
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
MBA, Finance
Tulane University 1970 — 1974
BA, English/Economics
Woodberry Forest School 1967 — 1970
UBS April 2009 - Present
Morgan Stanley August 1994 - April 2009
Bank of America January 1986 - August 1994
Bank of America May 1982 - January 1986
Entergy January 1980 - May 1982
Skills
Wealth Management, Portfolio Management, Investments, Strategic Asset..., Lending Solutions, Education Funding, Term Life Insurance, Financial Planning, Long Term Care Insurance
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
MBA, Finance
Tulane University 1970 — 1974
BA, English/Economics
Woodberry Forest School 1967 — 1970
Joseph Montejo's Morgan Stanley Experience May 1999 - August 1999
Job Sr. Manager, Worldwide Channel Operations
Industry Computer Software
Experience
Drones International LLC March 2015 - Present
Citrix May 2013 - Present
Citrix December 2011 - May 2013
Citrix August 2010 - January 2012
Citrix August 2009 - August 2010
Citrix March 2008 - August 2009
Archiforma Group January 2006 - December 2007
Gammacolor Image Technologies September 2001 - March 2006
Morgan Stanley May 1999 - August 1999
Skills
Business Intelligence, Business Relationship..., Data Warehousing, Business Analysis, Enterprise Architecture, Knowledge Management, Data Management, Master Data Management, Requirements Gathering, Performance Management, Business Analytics, Predictive Analytics, Data Visualization, Data Quality, Tableau, Balanced Scorecard, Microsoft BI Suite, Analytics, Project Management, Leadership, Business Process, CRM, Strategy, SaaS, Enterprise Software, Management, Consulting
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor of Science in Management, Finance and Information Systems
Miami Beach Senior High 1993 — 1997
High school
Drones International LLC March 2015 - Present
Citrix May 2013 - Present
Citrix December 2011 - May 2013
Citrix August 2010 - January 2012
Citrix August 2009 - August 2010
Citrix March 2008 - August 2009
Archiforma Group January 2006 - December 2007
Gammacolor Image Technologies September 2001 - March 2006
Morgan Stanley May 1999 - August 1999
Skills
Business Intelligence, Business Relationship..., Data Warehousing, Business Analysis, Enterprise Architecture, Knowledge Management, Data Management, Master Data Management, Requirements Gathering, Performance Management, Business Analytics, Predictive Analytics, Data Visualization, Data Quality, Tableau, Balanced Scorecard, Microsoft BI Suite, Analytics, Project Management, Leadership, Business Process, CRM, Strategy, SaaS, Enterprise Software, Management, Consulting
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor of Science in Management, Finance and Information Systems
Miami Beach Senior High 1993 — 1997
High school
Ming Liu's Morgan Stanley Experience July 2010 - July 2011
Job Investment Analyst at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital July 2011 - Present
Morgan Stanley July 2010 - July 2011
Northwestern University March 2010 - June 2010
MSCI Barra July 2009 - September 2009
Lenovo Group Ltd June 2002 - September 2002
Skills
Aircraft Financing, Transaction Analysis, Structured Credit, Fixed Income, Portfolio Management, Microsoft Excel, VBA, Statistical Modeling, Risk Management, Monte Carlo Simulation, Derivatives, Matlab, C++, Quantitative Investing, Statistical Arbitrage, Programming, Machine Learning, Statistics, Equities, Data Mining, Quantitative Finance, Hedging, Matlab programming, Financial Engineering, Quantitative Analytics, Hedge Funds, Equity Derivatives, Bloomberg, Alternative Investments, Portfolio Optimization, Time Series Analysis, quantitative trading, Options
Education
Northwestern University 2006 — 2010
Ph.D, Financial Engineering
Tsinghua University 1999 — 2006
B.Eng, M.Eng, Automation (Control Science and Engineering)
Magnetar Capital July 2011 - Present
Morgan Stanley July 2010 - July 2011
Northwestern University March 2010 - June 2010
MSCI Barra July 2009 - September 2009
Lenovo Group Ltd June 2002 - September 2002
Skills
Aircraft Financing, Transaction Analysis, Structured Credit, Fixed Income, Portfolio Management, Microsoft Excel, VBA, Statistical Modeling, Risk Management, Monte Carlo Simulation, Derivatives, Matlab, C++, Quantitative Investing, Statistical Arbitrage, Programming, Machine Learning, Statistics, Equities, Data Mining, Quantitative Finance, Hedging, Matlab programming, Financial Engineering, Quantitative Analytics, Hedge Funds, Equity Derivatives, Bloomberg, Alternative Investments, Portfolio Optimization, Time Series Analysis, quantitative trading, Options
Education
Northwestern University 2006 — 2010
Ph.D, Financial Engineering
Tsinghua University 1999 — 2006
B.Eng, M.Eng, Automation (Control Science and Engineering)
Ashley Petersen's Morgan Stanley Experience July 2015 - Present
Job Commodities Strategy Associate at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley July 2015 - Present
IHS June 2012 - June 2015
Canal Refining Company January 2012 - May 2012
Resource Environmental Solutions LLC January 2012 - May 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Financial Modeling, Bloomberg, Analysis, Valuation, Energy, Research, Problem Solving, Financial Analysis, VBA, Writing, Public Speaking, Portfolio Management, Data Analysis, Editing, Commodity, Microsoft Excel, Forecasting, Risk Management, Leadership, Access, Trading, Corporate Finance, Economics, Stata, Equity Research
Education
Tulane University 2011 — 2012
Master of Management, Energy Finance and Trading
Tulane University 2007 — 2011
BSM, Management - Consulting, Energy
Morgan Stanley July 2015 - Present
IHS June 2012 - June 2015
Canal Refining Company January 2012 - May 2012
Resource Environmental Solutions LLC January 2012 - May 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Financial Modeling, Bloomberg, Analysis, Valuation, Energy, Research, Problem Solving, Financial Analysis, VBA, Writing, Public Speaking, Portfolio Management, Data Analysis, Editing, Commodity, Microsoft Excel, Forecasting, Risk Management, Leadership, Access, Trading, Corporate Finance, Economics, Stata, Equity Research
Education
Tulane University 2011 — 2012
Master of Management, Energy Finance and Trading
Tulane University 2007 — 2011
BSM, Management - Consulting, Energy
Brian J. Robinson's Morgan Stanley Experience February 2006 - February 2007
Job Writer/President at Churchill Credit Solutions
Industry Financial Services
Experience
Churchill Credit Solutions, LLC January 2009 - Present
Morgan Stanley February 2006 - February 2007
Skills
Sales, Portfolio Management, Finance, Blogging, Social Networking, Published Author, Creative Writing, Books, Editing, Analysis, Marketing, Real Estate, Fundraising, Access, Leadership, Writing, Personal Finance, Investments, Business Strategy, Asset Management, Entrepreneurship, Public Speaking, Strategy, Start-ups, Market Research
Education
Tulane University 2001 — 2005
BA, Philosophy
Churchill Credit Solutions, LLC January 2009 - Present
Morgan Stanley February 2006 - February 2007
Skills
Sales, Portfolio Management, Finance, Blogging, Social Networking, Published Author, Creative Writing, Books, Editing, Analysis, Marketing, Real Estate, Fundraising, Access, Leadership, Writing, Personal Finance, Investments, Business Strategy, Asset Management, Entrepreneurship, Public Speaking, Strategy, Start-ups, Market Research
Education
Tulane University 2001 — 2005
BA, Philosophy
Kathleen K (Wu) Lu's Morgan Stanley Experience August 1996 - February 1999
Job Microstrategy Mobile Developer at Chevron
Industry Information Technology and Services
Experience
Chevron April 2014 - Present
Chevron January 2013 - March 2014
Chevron January 2011 - December 2012
Chevron June 2009 - January 2011
UC Berkeley August 2007 - May 2009
Dolby Laboratories June 2008 - August 2008
Pacific Gas & Electric Company May 2003 - August 2007
Pacific Gas & Electric December 2001 - May 2003
Pacific Gas & Electric March 1999 - December 2001
Morgan Stanley August 1996 - February 1999
Skills
Data Analysis, Data Visualization, Business Intelligence..., Spotfire, Tableau, Pivot Tables, VBA, Access, Business Objects, SAP R/3, SAP BI/BW, Database Design, Information Systems..., Information Systems and..., Financial Risk..., Financial Analysis, Financial Reporting, Report Writing, Data Mining, Data Migration, Information Systems, Software Documentation, Business Analysis, Analytics, Process Improvement, Analysis, Business Process, Databases, Visio
Education
UC Berkeley School of Information 2007 — 2009
Masters in Information Management Systems, Data Modeling, Business Process Modeling, Information Systems and Service Design, 3.7
University of California, Los Angeles 1994 — 1996
Bachelor of Science (BS), Economics/Business
University of California, Santa Cruz 1992 — 1994
Economics
Chevron April 2014 - Present
Chevron January 2013 - March 2014
Chevron January 2011 - December 2012
Chevron June 2009 - January 2011
UC Berkeley August 2007 - May 2009
Dolby Laboratories June 2008 - August 2008
Pacific Gas & Electric Company May 2003 - August 2007
Pacific Gas & Electric December 2001 - May 2003
Pacific Gas & Electric March 1999 - December 2001
Morgan Stanley August 1996 - February 1999
Skills
Data Analysis, Data Visualization, Business Intelligence..., Spotfire, Tableau, Pivot Tables, VBA, Access, Business Objects, SAP R/3, SAP BI/BW, Database Design, Information Systems..., Information Systems and..., Financial Risk..., Financial Analysis, Financial Reporting, Report Writing, Data Mining, Data Migration, Information Systems, Software Documentation, Business Analysis, Analytics, Process Improvement, Analysis, Business Process, Databases, Visio
Education
UC Berkeley School of Information 2007 — 2009
Masters in Information Management Systems, Data Modeling, Business Process Modeling, Information Systems and Service Design, 3.7
University of California, Los Angeles 1994 — 1996
Bachelor of Science (BS), Economics/Business
University of California, Santa Cruz 1992 — 1994
Economics
Barbara Bedestani's Morgan Stanley Experience June 2001 - January 2003
Job Realtor at Coldwell Banker TEC Realtors
Industry Real Estate
Experience
Coldwell Banker September 2006 - Present
Smith Barney / Citigroup January 2003 - December 2005
Morgan Stanley June 2001 - January 2003
Skills
Foreclosures, Short Sales, Single Family Homes, Construction, Investment Properties, REO, First Time Home Buyers, Sellers, Residential Homes, Negotiation, Relocation, Condos, Buyer Representation, Investors, Listings, New Home Sales, Referrals, Real Estate Transactions, Marketing, Real Estate
Education
Tulane University 1997 — 2001
Bachelor of Arts (B.A.), Political Economy
Tulane University 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Madeira School
The Madeira School
Coldwell Banker September 2006 - Present
Smith Barney / Citigroup January 2003 - December 2005
Morgan Stanley June 2001 - January 2003
Skills
Foreclosures, Short Sales, Single Family Homes, Construction, Investment Properties, REO, First Time Home Buyers, Sellers, Residential Homes, Negotiation, Relocation, Condos, Buyer Representation, Investors, Listings, New Home Sales, Referrals, Real Estate Transactions, Marketing, Real Estate
Education
Tulane University 1997 — 2001
Bachelor of Arts (B.A.), Political Economy
Tulane University 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Madeira School
The Madeira School
Erica Flynn's Morgan Stanley Experience 2012 - Present
Job Senior Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
W Capital Partners September 2009 - January 2012
PARTNERS CAPITAL INVESTMENT GROUP, LLC August 2007 - July 2009
Skills
Series 7, Series 66
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Marketing
ICADE, UNIVERSIDAD PONTIFICIA COMILLAS
Marketing and Business
Morgan Stanley 2012 - Present
W Capital Partners September 2009 - January 2012
PARTNERS CAPITAL INVESTMENT GROUP, LLC August 2007 - July 2009
Skills
Series 7, Series 66
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Marketing
ICADE, UNIVERSIDAD PONTIFICIA COMILLAS
Marketing and Business
Jorge Serrano's Morgan Stanley Experience February 2014 - 2014
Job Financial Product Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Morgan Stanley February 2014 - 2014
GreenWood Investors August 2013 - December 2013
Sam Schwartz Engineering, DPC June 2013 - August 2013
Nike September 2012 - May 2013
Jos. A. Bank Clothiers July 2011 - January 2012
Saint Joseph Catholic Church May 2010 - January 2011
Vector Marketing October 2009 - April 2010
Education
Tulane University 2010 — 2013
Bachelor of Science, Economics & Mathematics
Università Cattolica del Sacro Cuore 2011 — 2011
International Finance
duPont Manual High School 2005 — 2009
High School
Bloomberg LP February 2015 - Present
Morgan Stanley February 2014 - 2014
GreenWood Investors August 2013 - December 2013
Sam Schwartz Engineering, DPC June 2013 - August 2013
Nike September 2012 - May 2013
Jos. A. Bank Clothiers July 2011 - January 2012
Saint Joseph Catholic Church May 2010 - January 2011
Vector Marketing October 2009 - April 2010
Education
Tulane University 2010 — 2013
Bachelor of Science, Economics & Mathematics
Università Cattolica del Sacro Cuore 2011 — 2011
International Finance
duPont Manual High School 2005 — 2009
High School
Bill Gong Bill Gong's Morgan Stanley Experience June 2015 - August 2015
Job Student at Yale University
Industry
Experience
Morgan Stanley June 2015 - August 2015
Taishan Capital Corporation July 2014 - August 2014
APS Asset Management May 2014 - July 2014
Skills
Research, Microsoft Excel, Data Analysis, Economics, Creativity, Mathematics, Public Speaking, Equity Research, Hedge Funds, Valuation, Bloomberg, French, Financial Modeling, Statistics
Education
Yale University 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Tsinghua University 2011 — 2011
Summer School
Morgan Stanley June 2015 - August 2015
Taishan Capital Corporation July 2014 - August 2014
APS Asset Management May 2014 - July 2014
Skills
Research, Microsoft Excel, Data Analysis, Economics, Creativity, Mathematics, Public Speaking, Equity Research, Hedge Funds, Valuation, Bloomberg, French, Financial Modeling, Statistics
Education
Yale University 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Tsinghua University 2011 — 2011
Summer School
Haley Fradkin's Morgan Stanley Experience May 2015 - Present
Job Intern at Morgan Stanley
Industry Market Research
Experience
Morgan Stanley May 2015 - Present
SSJM Attorneys June 2014 - August 2014
Lennon Insurance Agency, Inc. June 2014 - August 2014
Massachusetts Futsal Association October 2011 - February 2013
Skills
Leadership, Microsoft Word, PowerPoint, Public Speaking, Social Media, Coaching, Research, Management, Event Planning, Microsoft Excel, Social Media Marketing, Facebook, Organization, Marketing, Event Management, Social Networking, Microsoft Office, Microsoft PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Lexington High School 2009 — 2013
Morgan Stanley May 2015 - Present
SSJM Attorneys June 2014 - August 2014
Lennon Insurance Agency, Inc. June 2014 - August 2014
Massachusetts Futsal Association October 2011 - February 2013
Skills
Leadership, Microsoft Word, PowerPoint, Public Speaking, Social Media, Coaching, Research, Management, Event Planning, Microsoft Excel, Social Media Marketing, Facebook, Organization, Marketing, Event Management, Social Networking, Microsoft Office, Microsoft PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Lexington High School 2009 — 2013
Amanda Yepez's Morgan Stanley Experience July 2008 - August 2008
Job Recruitment & Hiring Coordinator at Harlem RBI
Industry Staffing and Recruiting
Experience
Harlem RBI October 2012 - Present
Ginn Library at the Fletcher School for Law and Diplomacy September 2009 - May 2012
Hill & Knowlton June 2011 - August 2011
HSBC June 2010 - August 2010
HSBC June 2009 - August 2009
Morgan Stanley July 2008 - August 2008
Morgan Stanley July 2007 - August 2007
Children's Aid Society July 2006 - August 2006
Robeco January 2006 - June 2006
Skills
Extensity, PeopleClick, Microsoft Office, Research, Public Relations, Event Management, Spanish, Recruiting, Nonprofits, Onboarding, Interviews, Public Speaking, Youth Development, Talent Management, Qualitative Research, Microsoft Word, Microsoft Excel, Resume Writing, Teamwork, Building Relationships, Team Building, Management, Human Resources
Education
Tufts University 2008 — 2012
Bachelor of Arts, Sociology
Jacqueline Kennedy Onassis High School 2004 — 2008
International Relations and Business
Harlem RBI October 2012 - Present
Ginn Library at the Fletcher School for Law and Diplomacy September 2009 - May 2012
Hill & Knowlton June 2011 - August 2011
HSBC June 2010 - August 2010
HSBC June 2009 - August 2009
Morgan Stanley July 2008 - August 2008
Morgan Stanley July 2007 - August 2007
Children's Aid Society July 2006 - August 2006
Robeco January 2006 - June 2006
Skills
Extensity, PeopleClick, Microsoft Office, Research, Public Relations, Event Management, Spanish, Recruiting, Nonprofits, Onboarding, Interviews, Public Speaking, Youth Development, Talent Management, Qualitative Research, Microsoft Word, Microsoft Excel, Resume Writing, Teamwork, Building Relationships, Team Building, Management, Human Resources
Education
Tufts University 2008 — 2012
Bachelor of Arts, Sociology
Jacqueline Kennedy Onassis High School 2004 — 2008
International Relations and Business
Chuck McAllister's Morgan Stanley Experience 1988 - 1991
Job SVP, IT Infrastructure, Operations & Services at LabCorp
Industry Information Technology and Services
Experience
LabCorp September 2014 - Present
IDEXX Laboratories December 2012 - September 2014
Martin's Point Health Care 2010 - 2012
IDEXX Laboratories 2005 - 2010
L.L.Bean 1996 - 2005
Morgan Stanley 1988 - 1991
US Navy 1984 - 1988
Skills
Program Management, Management, Cross-functional Team..., Process Improvement, Information Technology, Vendor Management, SDLC, Networking, IT Management, Infrastructure, IT Strategy, Strategy, Leadership, Integration, Disaster Recovery, Data Center, Project Management, Team Building, Strategic Planning, Team Leadership, Business Analysis, Enterprise Software, Requirements Analysis, Software Development, Customer Service, Change Management, Healthcare Information...
Education
Tulane University
Bachelor of Science (BS), Electrical and Electronics Engineering
LabCorp September 2014 - Present
IDEXX Laboratories December 2012 - September 2014
Martin's Point Health Care 2010 - 2012
IDEXX Laboratories 2005 - 2010
L.L.Bean 1996 - 2005
Morgan Stanley 1988 - 1991
US Navy 1984 - 1988
Skills
Program Management, Management, Cross-functional Team..., Process Improvement, Information Technology, Vendor Management, SDLC, Networking, IT Management, Infrastructure, IT Strategy, Strategy, Leadership, Integration, Disaster Recovery, Data Center, Project Management, Team Building, Strategic Planning, Team Leadership, Business Analysis, Enterprise Software, Requirements Analysis, Software Development, Customer Service, Change Management, Healthcare Information...
Education
Tulane University
Bachelor of Science (BS), Electrical and Electronics Engineering
Stephen Astle Stephen Astle's Morgan Stanley Experience January 2008 - June 2008
Job Int'l Trade Specialist at U.S. Department of Commerce
Industry International Affairs
Experience
U.S. Department of Commerce, International Trade Administration August 2014 - Present
US Air Force Reserve June 2009 - Present
University of California, San Diego - School of Global Policy and Strategy January 2014 - April 2014
United States Air Force 2009 - 2012
Morgan Stanley January 2008 - June 2008
World Trade Center, Northern California June 2007 - August 2007
University of California Education Abroad Program 2005 - 2006
Skills
Data Analysis, Statistics, Research, Economics, Project Management, Strategic Communications, Business Analytics, Teamwork, Operations Management, Computer Network..., Military Operations, Leadership, Microsoft Excel, Public Speaking, Security Clearance, Policy Analysis, Microsoft Office, Mandarin, Financial Analysis, Government, Analysis, Project Planning, Air Force, DoD
Education
University of California, San Diego - School of Global Policy and Strategy 2012 — 2014
Master’s Degree
University of California, Davis 2005 — 2008
Bachelor of Arts (B.A.)
U.S. Department of Commerce, International Trade Administration August 2014 - Present
US Air Force Reserve June 2009 - Present
University of California, San Diego - School of Global Policy and Strategy January 2014 - April 2014
United States Air Force 2009 - 2012
Morgan Stanley January 2008 - June 2008
World Trade Center, Northern California June 2007 - August 2007
University of California Education Abroad Program 2005 - 2006
Skills
Data Analysis, Statistics, Research, Economics, Project Management, Strategic Communications, Business Analytics, Teamwork, Operations Management, Computer Network..., Military Operations, Leadership, Microsoft Excel, Public Speaking, Security Clearance, Policy Analysis, Microsoft Office, Mandarin, Financial Analysis, Government, Analysis, Project Planning, Air Force, DoD
Education
University of California, San Diego - School of Global Policy and Strategy 2012 — 2014
Master’s Degree
University of California, Davis 2005 — 2008
Bachelor of Arts (B.A.)
Byron Kam, CFA's Morgan Stanley Experience April 2009 - August 2014
Job MBA Candidate 2016, Yale School of Management
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Morgan Stanley April 2009 - August 2014
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelor of Science in Management, Finance
J.P. Morgan June 2015 - August 2015
Morgan Stanley April 2009 - August 2014
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelor of Science in Management, Finance
David Kheyman's Morgan Stanley Experience June 2013 - Present
Job Engineering Admissions Tour Guide at Tufts University
Industry Computer Software
Experience
Tufts University January 2015 - Present
Morgan Stanley June 2013 - Present
Stuyvesant Indicator September 2012 - June 2013
SUNY Downstate Medical Center June 2012 - January 2013
Skills
Software Engineering, Java, Statistics, Databases, SQL, Troubleshooting, Perl, Data Analysis, Marketing Strategy, Computer Hardware, Vendor Management, DNA sequencing, Linux, C, Data Mining, Splunk, Python, Assembly Language
Education
Tufts University 2013 — 2017
Computer Science and Economics
Stuyvesant High School 2009 — 2013
Tufts University January 2015 - Present
Morgan Stanley June 2013 - Present
Stuyvesant Indicator September 2012 - June 2013
SUNY Downstate Medical Center June 2012 - January 2013
Skills
Software Engineering, Java, Statistics, Databases, SQL, Troubleshooting, Perl, Data Analysis, Marketing Strategy, Computer Hardware, Vendor Management, DNA sequencing, Linux, C, Data Mining, Splunk, Python, Assembly Language
Education
Tufts University 2013 — 2017
Computer Science and Economics
Stuyvesant High School 2009 — 2013
Diane Pearl Diane Pearl's Morgan Stanley Experience 1981 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1981 - 2008
Skills
Series 7, repo, securities lending, Educational Fundraising, Project Management, Securities Lending, Leadership, Hedge Funds, Investments, Asset Management, Management
Education
NYU Stern School of Business 1981 — 1985
Master of Business Administration (MBA)
Tufts University 1977 — 1981
Bachelor of Arts (BA), Economics, Magna Cum Laude
Morgan Stanley 1981 - 2008
Skills
Series 7, repo, securities lending, Educational Fundraising, Project Management, Securities Lending, Leadership, Hedge Funds, Investments, Asset Management, Management
Education
NYU Stern School of Business 1981 — 1985
Master of Business Administration (MBA)
Tufts University 1977 — 1981
Bachelor of Arts (BA), Economics, Magna Cum Laude
Matthew Blackman Matthew Blackman's Morgan Stanley Experience August 1998 - September 2002
Job Director of Choctaw Creek Traders
Industry Oil & Energy
Experience
Blackman International Group LLC (BIG) September 2006 - Present
Choctaw Creek Traders September 2013 - Present
Constellation Capital Management, LLC October 2002 - November 2005
Morgan Stanley August 1998 - September 2002
Telluride Ski Resort November 1997 - April 1998
Education
University of Pennsylvania - The Wharton School
Non-Degree, MBA level Accounting Course
Landmark Forum 2010 — 2010
Tulane University 1993 — 1997
Bachelor of Arts (BA), Political Science
The Dwight School 1992 — 1993
St. Mark's School 1989 — 1992
The Buckley School 1980 — 1989
Blackman International Group LLC (BIG) September 2006 - Present
Choctaw Creek Traders September 2013 - Present
Constellation Capital Management, LLC October 2002 - November 2005
Morgan Stanley August 1998 - September 2002
Telluride Ski Resort November 1997 - April 1998
Education
University of Pennsylvania - The Wharton School
Non-Degree, MBA level Accounting Course
Landmark Forum 2010 — 2010
Tulane University 1993 — 1997
Bachelor of Arts (BA), Political Science
The Dwight School 1992 — 1993
St. Mark's School 1989 — 1992
The Buckley School 1980 — 1989
Samantha Nadler's Morgan Stanley Experience April 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley July 2013 - April 2015
Tulane University Alumni Office February 2013 - February 2013
Tulane University Tutoring Center September 2010 - December 2012
PAE May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Ross, Sinclaire & Associates, LLC May 2010 - August 2011
Skills
PowerPoint, Finance, Financial Modeling, Access, French, Mentoring, Microsoft Excel, Investment Research, Microsoft Word, Social Media, Data Analysis, Equities, Equity Research, Statistics, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French, cum laude
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French
Cincinnati Country Day School 1994 — 2009
High School Diploma
Morgan Stanley April 2015 - Present
Morgan Stanley July 2013 - April 2015
Tulane University Alumni Office February 2013 - February 2013
Tulane University Tutoring Center September 2010 - December 2012
PAE May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Ross, Sinclaire & Associates, LLC May 2010 - August 2011
Skills
PowerPoint, Finance, Financial Modeling, Access, French, Mentoring, Microsoft Excel, Investment Research, Microsoft Word, Social Media, Data Analysis, Equities, Equity Research, Statistics, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French, cum laude
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French
Cincinnati Country Day School 1994 — 2009
High School Diploma
Michael Geringer's Morgan Stanley Experience 1996 - 2004
Job President at The Geringer Group
Industry Insurance
Experience
The Geringer Group July 2013 - Present
iSekurity January 2012 - July 2013
Primerica 2012 - 2013
Morgan Stanley 1996 - 2004
Morgan Stanley 1996 - 2004
Skills
Series 7, Insurance, Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, 401k, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Disability Insurance, Estate Planning, Financial Analysis, Finance, Health Insurance, Small Business, Due Diligence, Risk Management
Education
Tulane University 1971 — 1973
Master of Business Administration (M.B.A.), Finance, General
Tulane University 1967 — 1971
BA, History
The Geringer Group July 2013 - Present
iSekurity January 2012 - July 2013
Primerica 2012 - 2013
Morgan Stanley 1996 - 2004
Morgan Stanley 1996 - 2004
Skills
Series 7, Insurance, Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, 401k, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Disability Insurance, Estate Planning, Financial Analysis, Finance, Health Insurance, Small Business, Due Diligence, Risk Management
Education
Tulane University 1971 — 1973
Master of Business Administration (M.B.A.), Finance, General
Tulane University 1967 — 1971
BA, History
Anna Linton's Morgan Stanley Experience January 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Tufts University September 2013 - December 2014
The Hebrew University of Jerusalem June 2014 - August 2014
Camp Gan Israel June 2013 - August 2013
Skills
Research, Microsoft Excel, PowerPoint, Spanish, Stata, Photography, Writing, Team Leadership
Education
Tufts University 2013 — 2017
Economics & English
Whitefish Bay High School 2009 — 2013
High School
Morgan Stanley January 2015 - Present
Tufts University September 2013 - December 2014
The Hebrew University of Jerusalem June 2014 - August 2014
Camp Gan Israel June 2013 - August 2013
Skills
Research, Microsoft Excel, PowerPoint, Spanish, Stata, Photography, Writing, Team Leadership
Education
Tufts University 2013 — 2017
Economics & English
Whitefish Bay High School 2009 — 2013
High School
Lana Grom Lana Grom's Morgan Stanley Experience 2004 - 2006
Job Credit Trader, Fixed Income Associate, Fixed Income Operations Analyst
Industry Investment Management
Experience
Halcyon Asset Management 2007 - 2015
Morgan Stanley 2004 - 2006
Goldman Sachs 2001 - 2004
Skills
Equities, Fixed Income, Valuation, Portfolio Management, Due Diligence, Bloomberg, Investments, Capital Markets, Hedge Funds, Credit, High Yield, Bonds, Derivatives, Finance, Financial Modeling, Credit Derivatives, Trading, Alternative Investments, Investment Banking, Financial Analysis, Operations Management, Operating Systems
Education
Tufts University
Bachelor’s Degree, Economics, minor in Communications and Media Studies
Syracuse University Italian Studies Center
Italian and Art History
Halcyon Asset Management 2007 - 2015
Morgan Stanley 2004 - 2006
Goldman Sachs 2001 - 2004
Skills
Equities, Fixed Income, Valuation, Portfolio Management, Due Diligence, Bloomberg, Investments, Capital Markets, Hedge Funds, Credit, High Yield, Bonds, Derivatives, Finance, Financial Modeling, Credit Derivatives, Trading, Alternative Investments, Investment Banking, Financial Analysis, Operations Management, Operating Systems
Education
Tufts University
Bachelor’s Degree, Economics, minor in Communications and Media Studies
Syracuse University Italian Studies Center
Italian and Art History
Matt Laermer Matt Laermer's Morgan Stanley Experience June 2006 - August 2006
Job Vice President, Portfolio Manager of Direct Private Equity at AIG Investments
Industry Financial Services
Experience
AIG March 2015 - Present
AIG Investments February 2014 - Present
AIG June 2007 - March 2014
Morgan Stanley June 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Skills
M&A experience, Financial Analysis, Equity Offerings, Divestitures, Strategic Planning, Financial Modeling, Restructuring, Debt Restructuring, Business Strategy, Board Presentations, Management Presentations, Valuation, Entrepreneurship, Mergers & Acquisitions, Due Diligence
Education
Tufts University 2004 — 2008
BA, Economics, Entrepreneurial Leadership (School of Engineering)
AIG March 2015 - Present
AIG Investments February 2014 - Present
AIG June 2007 - March 2014
Morgan Stanley June 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Skills
M&A experience, Financial Analysis, Equity Offerings, Divestitures, Strategic Planning, Financial Modeling, Restructuring, Debt Restructuring, Business Strategy, Board Presentations, Management Presentations, Valuation, Entrepreneurship, Mergers & Acquisitions, Due Diligence
Education
Tufts University 2004 — 2008
BA, Economics, Entrepreneurial Leadership (School of Engineering)
Jon Mulkin's Morgan Stanley Experience September 2014 - Present
Job Managing Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2014 - Present
BBVA Compass April 2013 - September 2014
BBVA Compass July 2011 - April 2013
BBVA Compass May 2009 - July 2011
Compass Bank 2002 - 2009
Bancorp South 2001 - 2002
Molton, Allen & Williams Corp. 1997 - 2002
Skills
Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Banking, Credit, Finance, Portfolio Management, Loan Servicing, Credit Risk, Management, Investments, Financial Services, Commercial Banking, Credit Cards, Underwriting, Retail Banking, Real Estate, Consumer Lending, Insurance, Small Business Lending, Financial Analysis, Commercial Lending, Credit Analysis, Lines Of Credit, Risk Management, Refinance, Relationship Management, Cross Selling, Executive Management, Treasury Management, Residential Mortgages, Asset Based Lending, Financial Risk, Wealth Management
Education
Tulane University 1979 — 1983
B.A., History
Baylor High School
School of Mortgage Banking
Morgan Stanley September 2014 - Present
BBVA Compass April 2013 - September 2014
BBVA Compass July 2011 - April 2013
BBVA Compass May 2009 - July 2011
Compass Bank 2002 - 2009
Bancorp South 2001 - 2002
Molton, Allen & Williams Corp. 1997 - 2002
Skills
Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Banking, Credit, Finance, Portfolio Management, Loan Servicing, Credit Risk, Management, Investments, Financial Services, Commercial Banking, Credit Cards, Underwriting, Retail Banking, Real Estate, Consumer Lending, Insurance, Small Business Lending, Financial Analysis, Commercial Lending, Credit Analysis, Lines Of Credit, Risk Management, Refinance, Relationship Management, Cross Selling, Executive Management, Treasury Management, Residential Mortgages, Asset Based Lending, Financial Risk, Wealth Management
Education
Tulane University 1979 — 1983
B.A., History
Baylor High School
School of Mortgage Banking
arthur shmulevsky's Morgan Stanley Experience December 2008 - March 2011
Job President, Cofounder at The Clean Cube
Industry Consumer Services
Experience
The Clean Cube September 2012 - Present
UBS Investment Bank March 2011 - August 2012
Morgan Stanley December 2008 - March 2011
Education
Tulane University 2007 — 2008
Bachelor's degree, Finance, General
University of Oregon 2001 — 2003
The Clean Cube September 2012 - Present
UBS Investment Bank March 2011 - August 2012
Morgan Stanley December 2008 - March 2011
Education
Tulane University 2007 — 2008
Bachelor's degree, Finance, General
University of Oregon 2001 — 2003
Eric Goldstein's Morgan Stanley Experience December 1998 - August 2005
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
Scott Ruzika's Morgan Stanley Experience February 2011 - Present
Job Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley February 2011 - Present
Capco July 2009 - February 2011
IBM July 2008 - April 2009
Countrywide April 2007 - July 2008
JPMorgan Chase May 2004 - April 2007
State Street March 2001 - April 2004
Skills
Morgan Stanley..., Fundamentals of..., Back Office, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Middle Office, Interest Rate..., Prime Brokerage
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BS, Finance
Northport High School 1993 — 1996
1996
Morgan Stanley February 2011 - Present
Capco July 2009 - February 2011
IBM July 2008 - April 2009
Countrywide April 2007 - July 2008
JPMorgan Chase May 2004 - April 2007
State Street March 2001 - April 2004
Skills
Morgan Stanley..., Fundamentals of..., Back Office, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Middle Office, Interest Rate..., Prime Brokerage
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BS, Finance
Northport High School 1993 — 1996
1996
Shomit Pandit, PMP Shomit Pandit, PMP's Morgan Stanley Experience June 2007 - July 2013
Job North Highland Consulting
Industry Financial Services
Experience
The North Highland Company August 2013 - Present
Morgan Stanley June 2007 - July 2013
Accenture August 2001 - June 2007
Skills
Investment Banking, Business Analysis, Capital Markets, Management Consulting, Business Transformation, Business Process..., Change Management, Financial Services, Portfolio Management, Banking, PMO, Governance
Education
Project Management Institute (PMI) 2012 — 2012
PMP Certification, Project Management
University College London, U. of London 1998 — 2001
BSc, Information Management
The North Highland Company August 2013 - Present
Morgan Stanley June 2007 - July 2013
Accenture August 2001 - June 2007
Skills
Investment Banking, Business Analysis, Capital Markets, Management Consulting, Business Transformation, Business Process..., Change Management, Financial Services, Portfolio Management, Banking, PMO, Governance
Education
Project Management Institute (PMI) 2012 — 2012
PMP Certification, Project Management
University College London, U. of London 1998 — 2001
BSc, Information Management
Philip Rider Philip Rider's Morgan Stanley Experience November 1999 - February 2008
Job IT executive at Macquarie Capital Markets
Industry Financial Services
Experience
Macquarie Capital Markets June 2009 - Present
Honda of Canada Manufacturing March 2008 - June 2009
Morgan Stanley November 1999 - February 2008
Skills
Disaster Recovery, Active Directory, Troubleshooting, Testing, Cisco Technologies, Unix, Management, Windows, Software Documentation, Project Management, Networking, ITIL, SDLC, Equities, Infrastructure, Windows Server, IT Strategy, Visio, IT Management, Data Center, Software Installation, Business Analysis, Software Development, SQL, Vendor Management, Operating Systems, Windows XP
Education
University of Tulsa 1997 — 1999
Management Information Systems
Tulsa Community College 1995 — 1997
Associate, Computer Science
NCC
NCC
Macquarie Capital Markets June 2009 - Present
Honda of Canada Manufacturing March 2008 - June 2009
Morgan Stanley November 1999 - February 2008
Skills
Disaster Recovery, Active Directory, Troubleshooting, Testing, Cisco Technologies, Unix, Management, Windows, Software Documentation, Project Management, Networking, ITIL, SDLC, Equities, Infrastructure, Windows Server, IT Strategy, Visio, IT Management, Data Center, Software Installation, Business Analysis, Software Development, SQL, Vendor Management, Operating Systems, Windows XP
Education
University of Tulsa 1997 — 1999
Management Information Systems
Tulsa Community College 1995 — 1997
Associate, Computer Science
NCC
NCC
Sheila Pyers's Morgan Stanley Experience 1998 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1998 - 2007
World Research Group 1997 - 1998
Care Data 1996 - 1997
Skills
Hedge Funds, Equities, Financial Services, Sales, Relationship Management, Client Service Oriented, Selling, Investors, Negotiation, Cross-functional..., Highly detail oriented, Bargaining, Organization, Self-starter, Fixed Income, Skilled Multi-tasker, Business Strategy, Follow-up Sales Activity, Healthcare, Securities, Trading, Customer Service
Education
The George Washington University, School of Public Health 1994 — 1995
Master of Public Health (M.P.H.), Epidemiology and Biostatistics
Tulane University 1990 — 1994
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Morgan Stanley 1998 - 2007
World Research Group 1997 - 1998
Care Data 1996 - 1997
Skills
Hedge Funds, Equities, Financial Services, Sales, Relationship Management, Client Service Oriented, Selling, Investors, Negotiation, Cross-functional..., Highly detail oriented, Bargaining, Organization, Self-starter, Fixed Income, Skilled Multi-tasker, Business Strategy, Follow-up Sales Activity, Healthcare, Securities, Trading, Customer Service
Education
The George Washington University, School of Public Health 1994 — 1995
Master of Public Health (M.P.H.), Epidemiology and Biostatistics
Tulane University 1990 — 1994
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Ruoxi Zhao Ruoxi Zhao's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Tufts Financial Group September 2014 - May 2015
VIF Capital Partners June 2014 - August 2014
Green Century Capital Management May 2014 - July 2014
Tufts University Technology Support Center September 2013 - May 2014
Foundation Real Estate Partners September 2013 - December 2013
Tufts University Summer English Language Program June 2013 - August 2013
Citi June 2012 - August 2012
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Econometrics and Quantitative Economics, Mathematics
Shenzhen foreign language school
Morgan Stanley June 2015 - August 2015
Tufts Financial Group September 2014 - May 2015
VIF Capital Partners June 2014 - August 2014
Green Century Capital Management May 2014 - July 2014
Tufts University Technology Support Center September 2013 - May 2014
Foundation Real Estate Partners September 2013 - December 2013
Tufts University Summer English Language Program June 2013 - August 2013
Citi June 2012 - August 2012
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Econometrics and Quantitative Economics, Mathematics
Shenzhen foreign language school
Yiwei Gu Yiwei Gu's Morgan Stanley Experience December 2013 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Cornerstone Research July 2012 - December 2013
Skills
C, C++, Matlab, Stata, SAS, SQL, VBA
Education
Columbia University 2011 — 2012
Master of Science, Financial Engineering
Tsinghua University 2007 — 2011
Bachelor, Economics and Finance
Morgan Stanley December 2013 - Present
Cornerstone Research July 2012 - December 2013
Skills
C, C++, Matlab, Stata, SAS, SQL, VBA
Education
Columbia University 2011 — 2012
Master of Science, Financial Engineering
Tsinghua University 2007 — 2011
Bachelor, Economics and Finance
Matt Magliocco Matt Magliocco's Morgan Stanley Experience June 2007 - August 2007
Job Partner & Global Sales Director at Michter's Distillery, LLC
Industry Wine and Spirits
Experience
Michter's Distillery, LLC October 2013 - Present
Primavera Capital July 2010 - September 2013
Barclays Capital November 2009 - July 2010
Nomura October 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Morgan Stanley June 2007 - August 2007
Skills
Mandarin, Financial Modeling, Private Equity, Investments, Growth Capital, Investment Banking, Venture Capital, Due Diligence, Valuation, LBO, Capital Markets, Bloomberg, Entrepreneurship, Equities, Emerging Markets
Education
Yale University 2004 — 2008
B.A., Chinese & History
Tsinghua University 2006 — 2006
Chinese Language
Collegiate School 1991 — 2004
High School
School Year Abroad China (SYA) 2002 — 2003
Chinese Language, HS Curriculum
Michter's Distillery, LLC October 2013 - Present
Primavera Capital July 2010 - September 2013
Barclays Capital November 2009 - July 2010
Nomura October 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Morgan Stanley June 2007 - August 2007
Skills
Mandarin, Financial Modeling, Private Equity, Investments, Growth Capital, Investment Banking, Venture Capital, Due Diligence, Valuation, LBO, Capital Markets, Bloomberg, Entrepreneurship, Equities, Emerging Markets
Education
Yale University 2004 — 2008
B.A., Chinese & History
Tsinghua University 2006 — 2006
Chinese Language
Collegiate School 1991 — 2004
High School
School Year Abroad China (SYA) 2002 — 2003
Chinese Language, HS Curriculum
Kevin Sun Kevin Sun's Morgan Stanley Experience September 2013 - Present
Job Network Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
IBM Canada Ltd. July 2012 - July 2013
National Money Mart October 2009 - July 2012
Dollar Financial Group October 2009 - July 2012
Skills
Cisco IOS, WAN, Network Architecture, TCP/IP, Routing, VPN, Data Center, Switches, VoIP, Firewalls, Network Security, Cisco Nexus, BGP, QoS, Routers, Network Design, Cisco, OSPF, Security, DNS, Virtualization, VMware, Network Administration, Telecommunications, IPSec, CCNP, EIGRP, Windows Server, Troubleshooting, ASA, MPLS, Wireless Networking, IP, IP Networking, Ethernet, NAT, DHCP, SIP, SNMP, IP Telephony, CCIE, FCoE, Cisco UCS, vCenter Server, CUCM, Riverbed, F5 BigIP, Arista, Cisco ASA, Cisco Technologies
Education
Tsinghua University 1983 — 1991
Master, Engineering
Morgan Stanley September 2013 - Present
IBM Canada Ltd. July 2012 - July 2013
National Money Mart October 2009 - July 2012
Dollar Financial Group October 2009 - July 2012
Skills
Cisco IOS, WAN, Network Architecture, TCP/IP, Routing, VPN, Data Center, Switches, VoIP, Firewalls, Network Security, Cisco Nexus, BGP, QoS, Routers, Network Design, Cisco, OSPF, Security, DNS, Virtualization, VMware, Network Administration, Telecommunications, IPSec, CCNP, EIGRP, Windows Server, Troubleshooting, ASA, MPLS, Wireless Networking, IP, IP Networking, Ethernet, NAT, DHCP, SIP, SNMP, IP Telephony, CCIE, FCoE, Cisco UCS, vCenter Server, CUCM, Riverbed, F5 BigIP, Arista, Cisco ASA, Cisco Technologies
Education
Tsinghua University 1983 — 1991
Master, Engineering
Carol Lott Carol Lott's Morgan Stanley Experience June 1998 - November 2005
Job Vice President Wealth Management @ UBS
Industry Financial Services
Experience
UBS November 2005 - Present
Morgan Stanley June 1998 - November 2005
Paine Webber January 1991 - June 1998
Bank of America January 1969 - December 1990
Education
Southern Methodist University
Banking
Tyler Junior College
AAS, Magna Cum Laude, Bank Management
UBS November 2005 - Present
Morgan Stanley June 1998 - November 2005
Paine Webber January 1991 - June 1998
Bank of America January 1969 - December 1990
Education
Southern Methodist University
Banking
Tyler Junior College
AAS, Magna Cum Laude, Bank Management
Mitchell Bompey Mitchell Bompey's Morgan Stanley Experience July 2000 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2000 - Present
Weil, Gotshal & Manges LLP 1996 - 2000
Weil, Gotshal & Manges LLP 1996 - 2000
Education
University of Virginia School of Law 1991 — 1994
Doctor of Law (JD)
Tufts University 1985 — 1989
Bachelor of Science (BS), Mechanical Engineering
Morgan Stanley July 2000 - Present
Weil, Gotshal & Manges LLP 1996 - 2000
Weil, Gotshal & Manges LLP 1996 - 2000
Education
University of Virginia School of Law 1991 — 1994
Doctor of Law (JD)
Tufts University 1985 — 1989
Bachelor of Science (BS), Mechanical Engineering
Jason Chirogianis's Morgan Stanley Experience February 1998 - November 2008
Job Senior Portfolio Manager | First Vice President Investments | UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Morgan Stanley February 1998 - November 2008
Skills
Series 7
Education
Tulane University 1989 — 1993
B.A., Psychology
UBS Financial Services November 2008 - Present
Morgan Stanley February 1998 - November 2008
Skills
Series 7
Education
Tulane University 1989 — 1993
B.A., Psychology
Anita Mehta Anita Mehta's Morgan Stanley Experience July 2003 - April 2005
Job Business Development Consultant at Illingworth & Rodkin
Industry Financial Services
Experience
Illingworth & Rodkin July 2014 - Present
Janus Capital Group March 2011 - November 2011
Stone Harbor Investment Partners LP April 2007 - July 2010
AIG Global Investment Group April 2005 - April 2007
Morgan Stanley July 2003 - April 2005
Skills
Asset Management, Hedge Funds, Project Management, Fixed Income, Management
Education
Tufts University
BA, English
Illingworth & Rodkin July 2014 - Present
Janus Capital Group March 2011 - November 2011
Stone Harbor Investment Partners LP April 2007 - July 2010
AIG Global Investment Group April 2005 - April 2007
Morgan Stanley July 2003 - April 2005
Skills
Asset Management, Hedge Funds, Project Management, Fixed Income, Management
Education
Tufts University
BA, English
Marie-Louise Mortensen Marie-Louise Mortensen's Morgan Stanley Experience July 2005 - August 2009
Job Vice President, Business Development & Strategic Planning, Universal Pictures at NBC Universal
Industry Entertainment
Experience
NBC Universal March 2011 - Present
The Walt Disney Studios October 2010 - March 2011
Sony Pictures Entertainment June 2010 - August 2010
Morgan Stanley July 2005 - August 2009
Nail Addict March 2004 - June 2005
Skills
Financial Modeling, Digital Media, Venture Capital, Mergers, Corporate Development, Strategy, Mergers & Acquisitions, Business Planning, Strategic Partnerships, Entrepreneurship, Strategic Planning, Investment Banking, Competitive Analysis, Start-ups, Business Development, Analytics
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business Administration
University of Oxford 2003 — 2004
MSc, Political Science
UCL 2000 — 2003
BA, Philosophy & Economics
St. Edmund's College 1993 — 2000
High School
NBC Universal March 2011 - Present
The Walt Disney Studios October 2010 - March 2011
Sony Pictures Entertainment June 2010 - August 2010
Morgan Stanley July 2005 - August 2009
Nail Addict March 2004 - June 2005
Skills
Financial Modeling, Digital Media, Venture Capital, Mergers, Corporate Development, Strategy, Mergers & Acquisitions, Business Planning, Strategic Partnerships, Entrepreneurship, Strategic Planning, Investment Banking, Competitive Analysis, Start-ups, Business Development, Analytics
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business Administration
University of Oxford 2003 — 2004
MSc, Political Science
UCL 2000 — 2003
BA, Philosophy & Economics
St. Edmund's College 1993 — 2000
High School
Nico Minerva Nico Minerva's Morgan Stanley Experience 1999 - 2002
Job Attorney at Morgan and Morgan, PC
Industry Law Practice
Experience
Morgan and Morgan, PC April 2012 - Present
Milberg LLP February 2011 - May 2012
United States District Court for the Eastern District of Louisiana - Honorable Kurt Engelhardt 2004 - 2006
Topel & Goodman 2003 - 2005
Survivor 2001 - 2002
Morgan Stanley 1999 - 2002
Skills
Commercial Litigation, Litigation, Legal Research, Excel, Microsoft Office, Civil Litigation, Securities, Corporate Governance, Competition Law, Microsoft Excel, Criminal Law, Westlaw, Class Actions, Entertainment Law, Business Litigation, Criminal Defense, Trials, Legal Writing, Legal Assistance, Trial Practice, Securities Litigation, Mediation, Arbitration, Appeals, Cross-border..., Securities Regulation, Intellectual Property, Corporate Law, Consumer Law, Courts, Employment Law, Insurance Law, Trademark Infringement, Product Liability, Depositions
Education
Tulane University Law School 2003 — 2006
JD, Law
Tulane Law Summer Program 2004 — 2004
University of Florida 1994 — 1999
Bachelor of Science, Finance, Marketing
Morgan and Morgan, PC April 2012 - Present
Milberg LLP February 2011 - May 2012
United States District Court for the Eastern District of Louisiana - Honorable Kurt Engelhardt 2004 - 2006
Topel & Goodman 2003 - 2005
Survivor 2001 - 2002
Morgan Stanley 1999 - 2002
Skills
Commercial Litigation, Litigation, Legal Research, Excel, Microsoft Office, Civil Litigation, Securities, Corporate Governance, Competition Law, Microsoft Excel, Criminal Law, Westlaw, Class Actions, Entertainment Law, Business Litigation, Criminal Defense, Trials, Legal Writing, Legal Assistance, Trial Practice, Securities Litigation, Mediation, Arbitration, Appeals, Cross-border..., Securities Regulation, Intellectual Property, Corporate Law, Consumer Law, Courts, Employment Law, Insurance Law, Trademark Infringement, Product Liability, Depositions
Education
Tulane University Law School 2003 — 2006
JD, Law
Tulane Law Summer Program 2004 — 2004
University of Florida 1994 — 1999
Bachelor of Science, Finance, Marketing
Brandt Cybul's Morgan Stanley Experience July 2011 - November 2013
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2013 - Present
Morgan Stanley July 2011 - November 2013
Education
Tulane University 2004 — 2007
Bachelors of Science, Political Science and Business Management
Northern Valley Regional High School Demarest 1999 — 2003
UBS Financial Services, Inc. November 2013 - Present
Morgan Stanley July 2011 - November 2013
Education
Tulane University 2004 — 2007
Bachelors of Science, Political Science and Business Management
Northern Valley Regional High School Demarest 1999 — 2003
Chris Roos's Morgan Stanley Experience February 1999 - February 2004
Job VP Institutional Sales Energy Capital One Securities, Inc.
Industry Investment Banking
Experience
Capital One Securities, Inc. February 2007 - Present
Legg Mason February 2003 - February 2007
Morgan Stanley February 1999 - February 2004
Skills
Investments, Equities, Series 7, Alternative Investments, Portfolio Management, Series 63, Financial Modeling, Asset Management, Capital Markets, Hedge Funds, Asset Allocation, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds
Education
Tulane University
BS, Bachelor's degree, Social Sciences and Business Administration
Culver Military Academy 1984 — 1988
Capital One Securities, Inc. February 2007 - Present
Legg Mason February 2003 - February 2007
Morgan Stanley February 1999 - February 2004
Skills
Investments, Equities, Series 7, Alternative Investments, Portfolio Management, Series 63, Financial Modeling, Asset Management, Capital Markets, Hedge Funds, Asset Allocation, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds
Education
Tulane University
BS, Bachelor's degree, Social Sciences and Business Administration
Culver Military Academy 1984 — 1988
Rachel Feller Rachel Feller's Morgan Stanley Experience March 2015 - March 2015
Job Student at Tufts University
Industry
Experience
YMA Fashion Scholarship Fund May 2015 - August 2015
Tufts University Psychology: Cognitive Aging and Memory Lab January 2015 - May 2015
Morgan Stanley March 2015 - March 2015
NYU Langone Medical Center June 2013 - August 2013
Temple Shaaray Tefila October 2011 - May 2013
Education
Tufts University 2014 — 2018
Bachelor’s Degree, Prospective Double Major in Economics and Psychology
Ethical Culture Fieldston School 2007 — 2014
High School
YMA Fashion Scholarship Fund May 2015 - August 2015
Tufts University Psychology: Cognitive Aging and Memory Lab January 2015 - May 2015
Morgan Stanley March 2015 - March 2015
NYU Langone Medical Center June 2013 - August 2013
Temple Shaaray Tefila October 2011 - May 2013
Education
Tufts University 2014 — 2018
Bachelor’s Degree, Prospective Double Major in Economics and Psychology
Ethical Culture Fieldston School 2007 — 2014
High School
Charles Rubenfeld's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Council of Economic Advisers (CEA) at The White House June 2012 - August 2012
Skills
Economic Research, Macroeconomics, Microsoft Excel, Econometrics, Fixed Income, Monetary Policy, Corporate Finance, ArcGIS, Haver, Data Analysis, Stata, Strategy, Bloomberg, Eviews, Series 7, Series 63, Foreign Exchange, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics Major (with Honors), Political Science Minor, Summa Cum Laude
University College London, U. of London 2012 — 2012
Economics
Jericho High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Council of Economic Advisers (CEA) at The White House June 2012 - August 2012
Skills
Economic Research, Macroeconomics, Microsoft Excel, Econometrics, Fixed Income, Monetary Policy, Corporate Finance, ArcGIS, Haver, Data Analysis, Stata, Strategy, Bloomberg, Eviews, Series 7, Series 63, Foreign Exchange, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics Major (with Honors), Political Science Minor, Summa Cum Laude
University College London, U. of London 2012 — 2012
Economics
Jericho High School 2006 — 2010
Brendan Goffinet Brendan Goffinet's Morgan Stanley Experience 1998 - 2009
Job Managing Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Merrill Lynch April 2015 - Present
Morgan Stanley Wealth Management January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - January 2013
Morgan Stanley 1998 - 2009
Hambros Bank 1996 - 1998
Hill Samuel Bank 1994 - 1996
Skills
Wealth Management, Fixed Income, Capital Markets, Emerging Markets, Equities, Trading, Derivatives, Bonds, Loan Origination, Private Placements, Investment Banking, Securities, Private Equity, Hedge Funds, Financial Structuring, Series 7, Series 63, Loans, Structured Products, Origination, Latin America, Fixed Income Trading
Education
UCL 1991 — 1994
BSc (Econ) Hons, Economics, Geography
Repton School 1986 — 1991
Bonnie Sherman Bonnie Sherman's Morgan Stanley Experience February 2014 - October 2014
Job Financial Analysis,Investments, Healthcare
Industry Research
Experience
Morgan Stanley February 2014 - October 2014
Goldman Sachs September 2008 - November 2008
OPPENHEIMERFUNDS, INC July 1996 - March 2006
Morgan Stanley September 1988 - June 1996
Education
University of Pennsylvania - The Wharton School
MBA
Tufts University
B.S.
Morgan Stanley February 2014 - October 2014
Goldman Sachs September 2008 - November 2008
OPPENHEIMERFUNDS, INC July 1996 - March 2006
Morgan Stanley September 1988 - June 1996
Education
University of Pennsylvania - The Wharton School
MBA
Tufts University
B.S.
Smita Basak's Morgan Stanley Experience November 1997 - March 2000
Job Director, Probeats Kids Team at Jhankaar Beats
Industry Performing Arts
Experience
Jhankaar Beats August 2013 - Present
Shylan LLC September 2009 - Present
Project Pulse Dance Company September 2006 - July 2013
RSM Equico September 2002 - April 2003
Morgan Stanley Venture Partners March 2000 - April 2001
Morgan Stanley November 1997 - March 2000
Corporate Executive Board September 1996 - September 1997
Skills
Bollywood, Dance Education, Performing Arts, Choreography, Dance Instruction, Jazz Dance, Hip-Hop Dance, Ballet, Indian Classical Dance, Marketing Communications, Financial Analysis, Financial Reporting, Strategic Planning, Strategy, Financial Modeling, Management, Dance, Mergers, Training, Marketing, Management Consulting, Portfolio Management, Leadership, Child Development, Organization Skills
Education
Claremont Graduate University - Peter F. Drucker School of Management 2002 — 2003
MBA, Finance and Strategy
Tufts University 1992 — 1996
BA, Political Science
Jhankaar Beats August 2013 - Present
Shylan LLC September 2009 - Present
Project Pulse Dance Company September 2006 - July 2013
RSM Equico September 2002 - April 2003
Morgan Stanley Venture Partners March 2000 - April 2001
Morgan Stanley November 1997 - March 2000
Corporate Executive Board September 1996 - September 1997
Skills
Bollywood, Dance Education, Performing Arts, Choreography, Dance Instruction, Jazz Dance, Hip-Hop Dance, Ballet, Indian Classical Dance, Marketing Communications, Financial Analysis, Financial Reporting, Strategic Planning, Strategy, Financial Modeling, Management, Dance, Mergers, Training, Marketing, Management Consulting, Portfolio Management, Leadership, Child Development, Organization Skills
Education
Claremont Graduate University - Peter F. Drucker School of Management 2002 — 2003
MBA, Finance and Strategy
Tufts University 1992 — 1996
BA, Political Science
Elizabeth Quaid Elizabeth Quaid's Morgan Stanley Experience June 2015 - Present
Job Human Resources Analyst at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Sleepy's June 2013 - August 2013
Sleepy's June 2012 - August 2012
Skills
ADP PC Payroll, Oracle HRIS, ReportSmith, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Payroll, Management, HRIS, Policy, Human Resources, ADP ReportSmith, Employee Engagement, Leadership, Research
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Social Psychology
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Sleepy's June 2013 - August 2013
Sleepy's June 2012 - August 2012
Skills
ADP PC Payroll, Oracle HRIS, ReportSmith, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Payroll, Management, HRIS, Policy, Human Resources, ADP ReportSmith, Employee Engagement, Leadership, Research
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Social Psychology
Jake Greenberg's Morgan Stanley Experience June 2015 - Present
Job Morgan stanley management training program
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
U.S. Trust June 2014 - Present
16W Marketing, LLC June 2013 - August 2013
DeSantis Breindel June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Facebook, Customer Service, Event Planning, Spanish, Matlab, Teamwork, Social Networking
Education
University of Miami 2012 — 2015
Bachelor of Business Administration (B.B.A.), Management/Finance
Tulane University 2011 — 2011
Morgan Stanley June 2015 - Present
U.S. Trust June 2014 - Present
16W Marketing, LLC June 2013 - August 2013
DeSantis Breindel June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Facebook, Customer Service, Event Planning, Spanish, Matlab, Teamwork, Social Networking
Education
University of Miami 2012 — 2015
Bachelor of Business Administration (B.B.A.), Management/Finance
Tulane University 2011 — 2011
Robbin Kalt Robbin Kalt's Morgan Stanley Experience December 2000 - February 2009
Job Tax Technology Consultant at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi May 2010 - September 2011
Citi July 2009 - May 2010
Morgan Stanley December 2000 - February 2009
Morgan Stanley February 1996 - December 2000
Salomon Brothers December 1993 - February 1996
Salomon Brothers March 1984 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Project Management, Budgets, Leadership, Accounting, Business Analysis, SDLC, Strategic Planning, Integration, Business Process, Project Planning, Finance, Risk Management, Investment Banking, IT Management, Requirements Gathering, Software Development, Enterprise Software, Trading Systems, Banking
Education
Tufts University 1977 — 1981
Bachelor of Science (BS), Summa Cum Laude, Computational Mathematics
Long Beach High School 1974 — 1977
Citi January 2013 - Present
Citi May 2010 - September 2011
Citi July 2009 - May 2010
Morgan Stanley December 2000 - February 2009
Morgan Stanley February 1996 - December 2000
Salomon Brothers December 1993 - February 1996
Salomon Brothers March 1984 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Project Management, Budgets, Leadership, Accounting, Business Analysis, SDLC, Strategic Planning, Integration, Business Process, Project Planning, Finance, Risk Management, Investment Banking, IT Management, Requirements Gathering, Software Development, Enterprise Software, Trading Systems, Banking
Education
Tufts University 1977 — 1981
Bachelor of Science (BS), Summa Cum Laude, Computational Mathematics
Long Beach High School 1974 — 1977
Benjamin Ginsburg's Morgan Stanley Experience May 2014 - July 2014
Job Founder at BragOn LLC | Student at Tulane University
Industry Accounting
Experience
BragOn LLC March 2015 - Present
Operating Venture Capital 2015 - 2015
Morgan Stanley May 2014 - July 2014
Capita Translation and Interpreting June 2013 - August 2013
Vector Marketing June 2012 - 2013
Skills
Entrepreneurship, Leadership, Public Speaking, Team Leadership, Social Networking, Time Management, Sales, Strategy, PowerPoint, Problem Solving, Sales Presentations, Microsoft Office, Recruiting, Microsoft Excel, Market Research, Spanish, Marketing, Communication, Economics, Data Analysis, Strategic Planning, Project Coordination, Social Media, Leading Meetings, Microsoft Word, Teamwork, Research, Customer Service, Social Media Marketing
Education
Tulane University 2012 — 2016
Bachelor of Science (BS), Finance and Management
Universidad de Los Andes
Glenbrook North High School 2008 — 2012
BragOn LLC March 2015 - Present
Operating Venture Capital 2015 - 2015
Morgan Stanley May 2014 - July 2014
Capita Translation and Interpreting June 2013 - August 2013
Vector Marketing June 2012 - 2013
Skills
Entrepreneurship, Leadership, Public Speaking, Team Leadership, Social Networking, Time Management, Sales, Strategy, PowerPoint, Problem Solving, Sales Presentations, Microsoft Office, Recruiting, Microsoft Excel, Market Research, Spanish, Marketing, Communication, Economics, Data Analysis, Strategic Planning, Project Coordination, Social Media, Leading Meetings, Microsoft Word, Teamwork, Research, Customer Service, Social Media Marketing
Education
Tulane University 2012 — 2016
Bachelor of Science (BS), Finance and Management
Universidad de Los Andes
Glenbrook North High School 2008 — 2012
Ryan Zukoff Ryan Zukoff's Morgan Stanley Experience July 2015 - July 2015
Job Finance Major at Tulane University A.B. Freeman School of Business
Industry Financial Services
Experience
CIT June 2015 - August 2015
Morgan Stanley July 2015 - July 2015
PwC June 2015 - June 2015
United States District Court for the Eastern District of Louisiana May 2014 - August 2014
Tulane University May 2014 - July 2014
Connectionzz Entertainment September 2008 - August 2013
Rolling Hills Country Day Camp June 2011 - August 2012
Skills
Investments, Financial Accounting, Microsoft Office, Equities, Economics, Publications, Adobe Design Programs, Social Networking, Managerial Accounting, Networking, Microsoft Excel, Financial Modeling, Spanish, Time Management, Fundraising, Leadership, Finance, Facebook, Corporate Finance, Capital Markets, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
BSM, Finance, Specialization in Energy Markets, GPA: 3.78
Universidad Pontificia Comillas 2015 — 2015
Study Abroad Program, ICADE Business School
Marlboro High School 2009 — 2013
CIT June 2015 - August 2015
Morgan Stanley July 2015 - July 2015
PwC June 2015 - June 2015
United States District Court for the Eastern District of Louisiana May 2014 - August 2014
Tulane University May 2014 - July 2014
Connectionzz Entertainment September 2008 - August 2013
Rolling Hills Country Day Camp June 2011 - August 2012
Skills
Investments, Financial Accounting, Microsoft Office, Equities, Economics, Publications, Adobe Design Programs, Social Networking, Managerial Accounting, Networking, Microsoft Excel, Financial Modeling, Spanish, Time Management, Fundraising, Leadership, Finance, Facebook, Corporate Finance, Capital Markets, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
BSM, Finance, Specialization in Energy Markets, GPA: 3.78
Universidad Pontificia Comillas 2015 — 2015
Study Abroad Program, ICADE Business School
Marlboro High School 2009 — 2013
Jake Nechamkin Jake Nechamkin's Morgan Stanley Experience May 2013 - August 2013
Job Research Associate at Snow Park Capital Partners
Industry Investment Management
Experience
Avondale Partners August 2014 - December 2014
Lincolnshire Management June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
New York County District Attorney's Office March 2010 - May 2010
Education
Vanderbilt University 2011 — 2015
Tufts University
Solomon Schechter of Westchester
Avondale Partners August 2014 - December 2014
Lincolnshire Management June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
New York County District Attorney's Office March 2010 - May 2010
Education
Vanderbilt University 2011 — 2015
Tufts University
Solomon Schechter of Westchester
Deon Murrell's Morgan Stanley Experience May 2009 - March 2011
Job QA Mortgage Analyst at Allied Solutions LLC
Industry Staffing and Recruiting
Experience
Allied Solutions LLC April 2014 - Present
IAS INC June 2012 - February 2014
GMAC Mortgage April 2011 - June 2012
Morgan Stanley May 2009 - March 2011
Bank of America June 2007 - May 2009
Chase Bank January 2004 - December 2006
Skills
Excel,Iex,Wfm, Outlook,Lotus Notes, Meridian,Rta, CMS, Training, Management, Program Management, Team Leadership, Analysis, Customer Service, Coaching, Forecasting, Report Writing, Quality Control, Strong...
Education
Tulsa Community College
Certificate Completion, Business Management, 3.9 Gpa
Allied Solutions LLC April 2014 - Present
IAS INC June 2012 - February 2014
GMAC Mortgage April 2011 - June 2012
Morgan Stanley May 2009 - March 2011
Bank of America June 2007 - May 2009
Chase Bank January 2004 - December 2006
Skills
Excel,Iex,Wfm, Outlook,Lotus Notes, Meridian,Rta, CMS, Training, Management, Program Management, Team Leadership, Analysis, Customer Service, Coaching, Forecasting, Report Writing, Quality Control, Strong...
Education
Tulsa Community College
Certificate Completion, Business Management, 3.9 Gpa
Julian Willis's Morgan Stanley Experience 2006 - 2009
Job Director, Marketing and Public Relations
Industry Financial Services
Experience
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
Erik Selness, CFP®, QPFC's Morgan Stanley Experience 2001 - 2004
Job Wealth Advisor, Dogwood Wealth Advisors; Financial Advisor, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Dogwood Wealth Advisors, Raymond James Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC August 2010 - April 2015
Morgan Stanley 2001 - 2004
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Investments, Retirement, Investment Strategies, Risk Management, Securities, Investment Management, Bonds, Insurance, Retirement Plan..., Retirement Savings, Stock Analysis, Fixed-Income Strategies, Multi-Generational..., College Education..., Concentrated Stock..., 401k Rollovers, Wealth, Estate Planning
Education
Tulane University 1995 — 2000
BA, History
Dogwood Wealth Advisors, Raymond James Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC August 2010 - April 2015
Morgan Stanley 2001 - 2004
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Investments, Retirement, Investment Strategies, Risk Management, Securities, Investment Management, Bonds, Insurance, Retirement Plan..., Retirement Savings, Stock Analysis, Fixed-Income Strategies, Multi-Generational..., College Education..., Concentrated Stock..., 401k Rollovers, Wealth, Estate Planning
Education
Tulane University 1995 — 2000
BA, History
Clare Sheridan (Clare@homeworksolutions.net) Clare Sheridan (Clare@homeworksolutions.net)'s Morgan Stanley Experience January 1993 - December 1994
Job Marketing & Business Development, Payroll Services
Industry Accounting
Experience
HomeWork Solutions Inc. May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
Asia Mezzanine Capital Partners January 2004 - December 2008
Morgan Stanley January 1993 - December 1994
Morgan Stanley January 1981 - December 1989
Skills
Accounting, Tax, Marketing Strategy, Marketing Management, Marketing Communications, Market Research, Brand Management, Strategy
Education
Yale School of Management 1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General
Tufts University 1970 — 1975
Bachelor of Arts (BA), English Language and Literature, General
HomeWork Solutions Inc. May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
Asia Mezzanine Capital Partners January 2004 - December 2008
Morgan Stanley January 1993 - December 1994
Morgan Stanley January 1981 - December 1989
Skills
Accounting, Tax, Marketing Strategy, Marketing Management, Marketing Communications, Market Research, Brand Management, Strategy
Education
Yale School of Management 1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General
Tufts University 1970 — 1975
Bachelor of Arts (BA), English Language and Literature, General
Joshua Martino Joshua Martino's Morgan Stanley Experience March 2014 - September 2014
Job Proofreader at Affinity Solutions
Industry Financial Services
Experience
Affinity Solutions September 2014 - Present
Morgan Stanley March 2014 - September 2014
UBS Wealth Management July 2012 - February 2014
NASDAQ OMX April 2011 - August 2012
John Wiley and Sons October 2010 - April 2011
Kaplan Publishing August 2006 - August 2008
Simon and Schuster September 2002 - August 2006
Skills
Published Author, Writing, Editing, Copy Editing, Ghostwriting, Customer Relations, Creative Writing, Editorial, Publications, Technical Writing, Publishing, Publicity, Books, Content Development, Web Content, Proofreading, Customer Service
Education
Tufts University 1998 — 2002
BA, English
Affinity Solutions September 2014 - Present
Morgan Stanley March 2014 - September 2014
UBS Wealth Management July 2012 - February 2014
NASDAQ OMX April 2011 - August 2012
John Wiley and Sons October 2010 - April 2011
Kaplan Publishing August 2006 - August 2008
Simon and Schuster September 2002 - August 2006
Skills
Published Author, Writing, Editing, Copy Editing, Ghostwriting, Customer Relations, Creative Writing, Editorial, Publications, Technical Writing, Publishing, Publicity, Books, Content Development, Web Content, Proofreading, Customer Service
Education
Tufts University 1998 — 2002
BA, English
Jenny Weng Jenny Weng's Morgan Stanley Experience March 2008 - June 2008
Job Management Analyst at U.S. Department of State
Industry Management Consulting
Experience
U.S. Department of State February 2015 - Present
DRT Strategies June 2014 - January 2015
M Powered Strategies July 2012 - May 2014
M Powered Strategies June 2011 - May 2014
Bainbridge August 2010 - February 2011
M Squared Strategies June 2009 - August 2009
Morgan Stanley March 2008 - June 2008
UC Davis September 2006 - June 2008
MassMutual Mercuries Life June 2005 - August 2005
Skills
International Relations, Microsoft Excel, Data Analysis, Product Development, Analysis, Strategic Planning, Econometrics, Editing, Policy Analysis, Research, Management Consulting, Market Research, Program Management, Proposal Writing, Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 2008 — 2010
MPIA, International Management and Japan
University of California, Davis 2004 — 2008
BA, Statistics, Japanese, Education
Waseda University 2006 — 2006
Japanese
U.S. Department of State February 2015 - Present
DRT Strategies June 2014 - January 2015
M Powered Strategies July 2012 - May 2014
M Powered Strategies June 2011 - May 2014
Bainbridge August 2010 - February 2011
M Squared Strategies June 2009 - August 2009
Morgan Stanley March 2008 - June 2008
UC Davis September 2006 - June 2008
MassMutual Mercuries Life June 2005 - August 2005
Skills
International Relations, Microsoft Excel, Data Analysis, Product Development, Analysis, Strategic Planning, Econometrics, Editing, Policy Analysis, Research, Management Consulting, Market Research, Program Management, Proposal Writing, Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 2008 — 2010
MPIA, International Management and Japan
University of California, Davis 2004 — 2008
BA, Statistics, Japanese, Education
Waseda University 2006 — 2006
Japanese
Kylene Rivera's Morgan Stanley Experience October 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley January 2011 - October 2014
NYU Stern School of Business June 2013 - August 2013
Education Development Center September 2009 - December 2010
Education Development Center October 2008 - September 2009
Skills
Series 7, Series 66, Research, Nonprofits, Data Analysis, Non-profits, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Quantitative Analytics, Statistics, Public Policy, Analysis, Fundraising
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Specializations in Quantitative Finance and Marketing
Tufts University
B.A., Economics, Italian Studies
Morgan Stanley October 2014 - Present
Morgan Stanley January 2011 - October 2014
NYU Stern School of Business June 2013 - August 2013
Education Development Center September 2009 - December 2010
Education Development Center October 2008 - September 2009
Skills
Series 7, Series 66, Research, Nonprofits, Data Analysis, Non-profits, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Quantitative Analytics, Statistics, Public Policy, Analysis, Fundraising
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Specializations in Quantitative Finance and Marketing
Tufts University
B.A., Economics, Italian Studies
Jonathan Polakoff's Morgan Stanley Experience 2006 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Education
Tulane University
Morgan Stanley 2006 - Present
Education
Tulane University
Justin Silver Justin Silver's Morgan Stanley Experience June 2009 - May 2011
Job Associate at Sullivan & Cromwell LLP
Industry Higher Education
Experience
Sullivan & Cromwell LLP September 2014 - Present
Michigan Law School Entrepreneurship Clinic September 2013 - May 2014
Sullivan & Cromwell LLP May 2013 - August 2013
FAA May 2012 - August 2012
Morgan Stanley June 2009 - May 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Richards Climan June 2006 - August 2006
Education
University of Michigan Law School 2011 — 2014
Doctor of Law (J.D.), Magna Cum Laude
Tufts University 2005 — 2009
BS, Psychology, Cum Laude
UCL 2007 — 2008
Newark Academy 2003 — 2005
Montclair Kimberley Academy 1992 — 2003
Sullivan & Cromwell LLP September 2014 - Present
Michigan Law School Entrepreneurship Clinic September 2013 - May 2014
Sullivan & Cromwell LLP May 2013 - August 2013
FAA May 2012 - August 2012
Morgan Stanley June 2009 - May 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Richards Climan June 2006 - August 2006
Education
University of Michigan Law School 2011 — 2014
Doctor of Law (J.D.), Magna Cum Laude
Tufts University 2005 — 2009
BS, Psychology, Cum Laude
UCL 2007 — 2008
Newark Academy 2003 — 2005
Montclair Kimberley Academy 1992 — 2003
Brian Kilgallon's Morgan Stanley Experience 2006 - 2010
Job Strategy and Finance Advisor with an emphasis on Business Development and Management Consulting
Industry Management Consulting
Experience
CTM Strategies January 2013 - Present
Morgan Stanley 2006 - 2010
Navigant 2004 - 2006
Unisys 2002 - 2004
Arthur Andersen Business Consulting 1997 - 2002
Arthur Andersen Business Consulting 1997 - 2002
Microstrategy 1999 - 2000
Senator John Warner 1995 - 1996
Skills
Strategic Financial..., Management Consulting, Business Development, Mergers & Acquisitions, Business Strategy, Analysis, Banking, Financial Analysis, Investments, Project Management, Finance, Due Diligence, Executive Management, Strategy, Financial Modeling
Education
University of Maryland 2001 — 2003
MBA, Finance and Strategy
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Strategy
Tulane University 1990 — 1994
BA, Political Economy
CTM Strategies January 2013 - Present
Morgan Stanley 2006 - 2010
Navigant 2004 - 2006
Unisys 2002 - 2004
Arthur Andersen Business Consulting 1997 - 2002
Arthur Andersen Business Consulting 1997 - 2002
Microstrategy 1999 - 2000
Senator John Warner 1995 - 1996
Skills
Strategic Financial..., Management Consulting, Business Development, Mergers & Acquisitions, Business Strategy, Analysis, Banking, Financial Analysis, Investments, Project Management, Finance, Due Diligence, Executive Management, Strategy, Financial Modeling
Education
University of Maryland 2001 — 2003
MBA, Finance and Strategy
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Strategy
Tulane University 1990 — 1994
BA, Political Economy
Laura Bastian's Morgan Stanley Experience 2007 - 2010
Job Book Marketing Manager
Industry Publishing
Experience
The Author Advisor January 2014 - Present
Booktrope January 2014 - Present
Laurence King Publishing Ltd May 2014 - June 2014
whitefox Publishing Services April 2014 - April 2014
Rocket 88 Books January 2014 - February 2014
Breadwinners at the Triangle (franchisee of Panera Bread) / DB Management 2010 - 2012
Morgan Stanley 2007 - 2010
Massachusetts Pension Reserves Investment Management (Mass PRIM) 2005 - 2007
Skills
Publishing Services, Marketing, Self-publishing, Entrepreneurship, Social Media Marketing, Marketing Strategy, Strategy, Blogging, Online Marketing, Ebooks, Writing, Publishing, Competitive Analysis, Leadership, Marketing Communications, Social Networking, Digital Marketing, Facebook, Sales, WordPress, MailChimp, InDesign, Hootsuite, Nielsen BookScan, TweetDeck, Twitter, Investments
Education
University College London, U. of London 2013 — 2014
Master of Arts (MA), Publishing, Merit
University of North Carolina at Chapel Hill 2003 — 2005
MBA, Marketing
University of Michigan
BA, English, 3.55 GPA
The Author Advisor January 2014 - Present
Booktrope January 2014 - Present
Laurence King Publishing Ltd May 2014 - June 2014
whitefox Publishing Services April 2014 - April 2014
Rocket 88 Books January 2014 - February 2014
Breadwinners at the Triangle (franchisee of Panera Bread) / DB Management 2010 - 2012
Morgan Stanley 2007 - 2010
Massachusetts Pension Reserves Investment Management (Mass PRIM) 2005 - 2007
Skills
Publishing Services, Marketing, Self-publishing, Entrepreneurship, Social Media Marketing, Marketing Strategy, Strategy, Blogging, Online Marketing, Ebooks, Writing, Publishing, Competitive Analysis, Leadership, Marketing Communications, Social Networking, Digital Marketing, Facebook, Sales, WordPress, MailChimp, InDesign, Hootsuite, Nielsen BookScan, TweetDeck, Twitter, Investments
Education
University College London, U. of London 2013 — 2014
Master of Arts (MA), Publishing, Merit
University of North Carolina at Chapel Hill 2003 — 2005
MBA, Marketing
University of Michigan
BA, English, 3.55 GPA
Vaibhav Nigam's Morgan Stanley Experience January 2013 - July 2013
Job
Industry Computer Software
Experience
Fidelity Investments 2013 - 2014
Morgan Stanley January 2013 - July 2013
Siemens Healthcare August 2009 - April 2013
Tufts University September 2008 - August 2009
Siemens Healthcare January 2005 - August 2008
Skills
SOA, Databases, Agile Methodologies, Tomcat, JBoss, Flex, Java, JavaScript, JSP, Servlets, JUnit, ClearCase, Perforce, CVS, Hudson, J2EE Application..., Scrum, Spring, Anthill, XML, Design Patterns, Java Enterprise Edition, Object Oriented Design, Subversion, Ant, Visual Basic, Software Design, UML, Hibernate, Web Services, SOAP, OOP, Test Driven Development, JMS, Maven, OOAD, Software Engineering, Software Development, jQuery, CSS, Eclipse, Spring Framework
Education
Tufts University
Masters, Engineering
Vaishnav Academy
Visvesvaraya Technological University
BE, Computer Science
Fidelity Investments 2013 - 2014
Morgan Stanley January 2013 - July 2013
Siemens Healthcare August 2009 - April 2013
Tufts University September 2008 - August 2009
Siemens Healthcare January 2005 - August 2008
Skills
SOA, Databases, Agile Methodologies, Tomcat, JBoss, Flex, Java, JavaScript, JSP, Servlets, JUnit, ClearCase, Perforce, CVS, Hudson, J2EE Application..., Scrum, Spring, Anthill, XML, Design Patterns, Java Enterprise Edition, Object Oriented Design, Subversion, Ant, Visual Basic, Software Design, UML, Hibernate, Web Services, SOAP, OOP, Test Driven Development, JMS, Maven, OOAD, Software Engineering, Software Development, jQuery, CSS, Eclipse, Spring Framework
Education
Tufts University
Masters, Engineering
Vaishnav Academy
Visvesvaraya Technological University
BE, Computer Science
Aradna Jeswani's Morgan Stanley Experience April 2014 - Present
Job Vice President, Research Technology Strategy and Product Development at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley Wealth Management October 2009 - April 2014
Morgan Stanley July 2004 - October 2009
OneEighty Software July 2003 - July 2004
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Trading Systems, Fixed Income
Education
UCL 2000 — 2003
Morgan Stanley April 2014 - Present
Morgan Stanley Wealth Management October 2009 - April 2014
Morgan Stanley July 2004 - October 2009
OneEighty Software July 2003 - July 2004
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Trading Systems, Fixed Income
Education
UCL 2000 — 2003
Yunpeng Xu's Morgan Stanley Experience August 2010 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2010 - Present
Amazon.com October 2008 - Present
Tsinghua University September 2003 - July 2006
Education
Tsinghua University 2003 — 2006
Master of Science, Machine Learning, Data Mining and Information Retrieval
Zhejiang University 1999 — 2003
BS, Electrical Engineering
Washington University in St. Louis
Master of Science, Computer Science
Morgan Stanley August 2010 - Present
Amazon.com October 2008 - Present
Tsinghua University September 2003 - July 2006
Education
Tsinghua University 2003 — 2006
Master of Science, Machine Learning, Data Mining and Information Retrieval
Zhejiang University 1999 — 2003
BS, Electrical Engineering
Washington University in St. Louis
Master of Science, Computer Science
Joshua Engle's Morgan Stanley Experience June 2004 - August 2004
Job Founder & President at the AMTC BP FOOD CLINIC
Industry Hospital & Health Care
Experience
AMTC - BP FOOD CLINIC January 2012 - Present
San Francisco Paramedics Association - EMT Volunteer Program December 2010 - September 2011
Keiretsu Forum February 2009 - November 2010
Renaissance Entrepreneurship Center December 2009 - September 2010
7 Tepees May 2008 - May 2010
Bard Consulting June 2008 - October 2008
Engle Asociacion November 2007 - June 2008
Morgan Stanley June 2004 - August 2004
Skills
Start-ups, Business Planning, Entrepreneurship, Product Management, Marketing, Marketing Strategy, Strategic Planning, Business Strategy, Business Development, Social Networking, Public Speaking, Team Building, Strategic Partnerships, Venture Capital, Fundraising, Non-profits, New Business Development, Management, Strategy, Management Consulting, Online Marketing, Workforce Management, Market Research, Investments, Consulting, Compassion, Marketing Communications, English grammar, Email Marketing, Spelling, Organizational..., Training, Analysis, Writing, Grammar, Finance, Bad Faith, Mobile Devices, Email, Leadership, CRM, Private Equity, Punctuation, Nonprofits
Education
USC Keck School of Medicine 2014 — 2018
Doctor of Medicine (MD), Medicine
Tufts University 2003 — 2007
Bachelors of Arts, Philosophy, Spanish, Entrepreneurial Leadership
UC Berkeley
AMTC - BP FOOD CLINIC January 2012 - Present
San Francisco Paramedics Association - EMT Volunteer Program December 2010 - September 2011
Keiretsu Forum February 2009 - November 2010
Renaissance Entrepreneurship Center December 2009 - September 2010
7 Tepees May 2008 - May 2010
Bard Consulting June 2008 - October 2008
Engle Asociacion November 2007 - June 2008
Morgan Stanley June 2004 - August 2004
Skills
Start-ups, Business Planning, Entrepreneurship, Product Management, Marketing, Marketing Strategy, Strategic Planning, Business Strategy, Business Development, Social Networking, Public Speaking, Team Building, Strategic Partnerships, Venture Capital, Fundraising, Non-profits, New Business Development, Management, Strategy, Management Consulting, Online Marketing, Workforce Management, Market Research, Investments, Consulting, Compassion, Marketing Communications, English grammar, Email Marketing, Spelling, Organizational..., Training, Analysis, Writing, Grammar, Finance, Bad Faith, Mobile Devices, Email, Leadership, CRM, Private Equity, Punctuation, Nonprofits
Education
USC Keck School of Medicine 2014 — 2018
Doctor of Medicine (MD), Medicine
Tufts University 2003 — 2007
Bachelors of Arts, Philosophy, Spanish, Entrepreneurial Leadership
UC Berkeley
Ellison Muwalo's Morgan Stanley Experience August 2012 - February 2015
Job Consultant at Morgan Stanley
Industry Telecommunications
Experience
Alcatel-Lucent Motive March 2015 - Present
Morgan Stanley August 2012 - February 2015
Blackstratus April 2012 - June 2012
netForensics December 2010 - April 2012
Citi August 2010 - January 2011
Bridgewater Systems February 2009 - May 2010
AT&T February 2007 - February 2009
Verizon July 2004 - July 2006
TOLLGRADE COMMUNICATIONS January 2003 - July 2004
Lucent Technologies October 1996 - 2001
Skills
Unix, Windows, Disaster Recovery, Tomcat, Databases, SQL, Solaris, Testing, IP, Technical Support, Integration, Servers, Software Documentation, Java, Unix Shell Scripting, System Administration, Agile Methodologies, High Availability, Troubleshooting, Security, PL/SQL, Apache, Linux, Perl, Product Management, Red Hat Linux, Shell Scripting, Wireless, User Acceptance Testing, Telecommunications, Firewalls, Quality Assurance, Requirements Analysis, CRM, System Deployment, Enterprise Software, Analysis, Oracle, SDLC, Project Management
Education
Tuskegee University 1978 — 1983
MSEE, Electrical Engineering
Alcatel-Lucent Motive March 2015 - Present
Morgan Stanley August 2012 - February 2015
Blackstratus April 2012 - June 2012
netForensics December 2010 - April 2012
Citi August 2010 - January 2011
Bridgewater Systems February 2009 - May 2010
AT&T February 2007 - February 2009
Verizon July 2004 - July 2006
TOLLGRADE COMMUNICATIONS January 2003 - July 2004
Lucent Technologies October 1996 - 2001
Skills
Unix, Windows, Disaster Recovery, Tomcat, Databases, SQL, Solaris, Testing, IP, Technical Support, Integration, Servers, Software Documentation, Java, Unix Shell Scripting, System Administration, Agile Methodologies, High Availability, Troubleshooting, Security, PL/SQL, Apache, Linux, Perl, Product Management, Red Hat Linux, Shell Scripting, Wireless, User Acceptance Testing, Telecommunications, Firewalls, Quality Assurance, Requirements Analysis, CRM, System Deployment, Enterprise Software, Analysis, Oracle, SDLC, Project Management
Education
Tuskegee University 1978 — 1983
MSEE, Electrical Engineering
Yong Huang's Morgan Stanley Experience 2010 - Present
Job Executive DirectorHead of Valuation Risk Group Budapest at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley 2010 - Present
Lehman Brothers 2008 - 2010
Lehman Brothers 2007 - 2008
Williams Energy 2000 - 2002
Skills
Derivatives, Interest Rate..., Credit Derivatives, Risk Management, Equity Derivatives, Financial Risk, Equities, Capital Markets, Commodity, Credit Risk, Financial Modeling, Options, Hedge Funds, Trading, Fixed Income, Valuation, Market Risk, Trading Systems, Investment Banking, Structured Products, Swaps, Hedging, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Tsinghua University
Morgan Stanley 2010 - Present
Lehman Brothers 2008 - 2010
Lehman Brothers 2007 - 2008
Williams Energy 2000 - 2002
Skills
Derivatives, Interest Rate..., Credit Derivatives, Risk Management, Equity Derivatives, Financial Risk, Equities, Capital Markets, Commodity, Credit Risk, Financial Modeling, Options, Hedge Funds, Trading, Fixed Income, Valuation, Market Risk, Trading Systems, Investment Banking, Structured Products, Swaps, Hedging, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Tsinghua University
Ani Altoonian's Morgan Stanley Experience 2004 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2004 - Present
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Series 7, Trading Systems, Alternative Investments
Education
Tufts University 2000 — 2004
Bachelor's, International Relations and Economics
Morgan Stanley 2004 - Present
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Series 7, Trading Systems, Alternative Investments
Education
Tufts University 2000 — 2004
Bachelor's, International Relations and Economics
Feng Chang's Morgan Stanley Experience Managing DirectorMorgan Stanley Investment Management2004 - 2008
Job MD at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Managing DirectorMorgan Stanley Investment Management2004 - 2008
Salomon Smith Barney 1997 - 2004
Education
Tsinghua University
Morgan Stanley Managing DirectorMorgan Stanley Investment Management2004 - 2008
Salomon Smith Barney 1997 - 2004
Education
Tsinghua University
Emily Oxford's Morgan Stanley Experience September 2010 - June 2011
Job Resident Physician at Boston University School of Medicine
Industry Medical Practice
Experience
Boston Medical Center (BMC) June 2015 - Present
Massachusetts General Hospital 2012 - 2012
Morgan Stanley September 2010 - June 2011
State Street Bank January 2008 - September 2010
Bank of America July 2007 - December 2007
Education
Tulane University School of Medicine 2011 — 2015
MD
Wellesley College 2003 — 2007
Bachelor of Arts (BA), American Studies
University of North Carolina at Chapel Hill 2005 — 2005
Boston Medical Center (BMC) June 2015 - Present
Massachusetts General Hospital 2012 - 2012
Morgan Stanley September 2010 - June 2011
State Street Bank January 2008 - September 2010
Bank of America July 2007 - December 2007
Education
Tulane University School of Medicine 2011 — 2015
MD
Wellesley College 2003 — 2007
Bachelor of Arts (BA), American Studies
University of North Carolina at Chapel Hill 2005 — 2005
Stephen Maltzman's Morgan Stanley Experience 1993 - 1997
Job Vice President Global Markets at Sapient
Industry Capital Markets
Experience
Sapient 1999 - Present
State Street Bank 1997 - 1999
Morgan Stanley 1993 - 1997
Skills
Capital Markets, Equities, Fixed Income, Financial Markets, Investment Banking, Trading Systems
Education
Tufts University 1989 — 1993
BSEE
Sapient 1999 - Present
State Street Bank 1997 - 1999
Morgan Stanley 1993 - 1997
Skills
Capital Markets, Equities, Fixed Income, Financial Markets, Investment Banking, Trading Systems
Education
Tufts University 1989 — 1993
BSEE
Yang, Rachel's Morgan Stanley Experience October 2005 - May 2013
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
Morgan Stanley October 2005 - May 2013
Skills
Unix, SQL, Databases, Sybase, Disaster Recovery, DB2, Perl, Linux, Shell Scripting, Software Development, Performance Tuning
Education
Tsinghua University
Bachelor of Science (B.S.)
JPMorgan Chase June 2013 - Present
Morgan Stanley October 2005 - May 2013
Skills
Unix, SQL, Databases, Sybase, Disaster Recovery, DB2, Perl, Linux, Shell Scripting, Software Development, Performance Tuning
Education
Tsinghua University
Bachelor of Science (B.S.)
Iulia Moldovan's Morgan Stanley Experience January 2001 - July 2002
Job HR Coordinator at MBH Architects
Industry Human Resources
Experience
MBH Architects 2013 - Present
MBH Architects 2007 - 2012
MBH Architects 2005 - 2006
Morgan Stanley January 2001 - July 2002
Morgan Stanley June 2000 - August 2000
Skills
Adobe Acrobat, Microsoft Office, Microsoft Excel, Outlook, Research, Microsoft Word
Education
University of California, Berkeley 1999 — 2005
B.A., Development Studies
UC Berkeley College of Environmental Design
MBH Architects 2013 - Present
MBH Architects 2007 - 2012
MBH Architects 2005 - 2006
Morgan Stanley January 2001 - July 2002
Morgan Stanley June 2000 - August 2000
Skills
Adobe Acrobat, Microsoft Office, Microsoft Excel, Outlook, Research, Microsoft Word
Education
University of California, Berkeley 1999 — 2005
B.A., Development Studies
UC Berkeley College of Environmental Design
Alice Neill's Morgan Stanley Experience August 1992 - Present
Job Senior VP Investments
Industry Financial Services
Experience
Morgan Stanley August 1992 - Present
Morgan Stanley August 1992 - Present
Education
Tulane University
B.A
Morgan Stanley August 1992 - Present
Morgan Stanley August 1992 - Present
Education
Tulane University
B.A
Christine Benedict's Morgan Stanley Experience May 2005 - Present
Job Recruiting Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2005 - Present
Morgan Stanley May 1997 - May 2005
Education
Tufts University 1990 — 1994
Bachelor's degree, Psychology
Pleasantville High School
Morgan Stanley May 2005 - Present
Morgan Stanley May 1997 - May 2005
Education
Tufts University 1990 — 1994
Bachelor's degree, Psychology
Pleasantville High School
Sarah J. Bradley's Morgan Stanley Experience January 1998 - December 2000
Job Global Director of Internal Communications
Industry Architecture & Planning
Experience
Grimshaw September 2014 - Present
Grimshaw January 2010 - September 2014
Artnet June 2009 - September 2010
Artnet February 2008 - June 2009
Christie's July 2006 - December 2007
Christie's October 2005 - June 2006
American Express January 2001 - February 2005
Morgan Stanley January 1998 - December 2000
Skills
Digital Marketing, Strategy, Marketing, Email Marketing, Management, Public Relations, Marketing Strategy, Social Media, Social Media Marketing, Online Marketing, InDesign, Marketing Communications, Adobe Creative Suite, Advertising, Internal Communications, Strategic Planning, Event Management, Event Planning, Leadership, Team Leadership, Sales, Business Development, SEO, Project Management, Business Strategy, Integrated Marketing, Art, Online Advertising, Copywriting, Photography, Creative Direction, Digital Media, Entrepreneurship, Editing, Photoshop, New Business Development, Competitive Analysis, Google Analytics, Public Speaking, B2B, Blogging, CRM, Executive...
Education
Tufts University
B.A., French Literature & Art History
Tufts University
Bachelor's degree
Grimshaw September 2014 - Present
Grimshaw January 2010 - September 2014
Artnet June 2009 - September 2010
Artnet February 2008 - June 2009
Christie's July 2006 - December 2007
Christie's October 2005 - June 2006
American Express January 2001 - February 2005
Morgan Stanley January 1998 - December 2000
Skills
Digital Marketing, Strategy, Marketing, Email Marketing, Management, Public Relations, Marketing Strategy, Social Media, Social Media Marketing, Online Marketing, InDesign, Marketing Communications, Adobe Creative Suite, Advertising, Internal Communications, Strategic Planning, Event Management, Event Planning, Leadership, Team Leadership, Sales, Business Development, SEO, Project Management, Business Strategy, Integrated Marketing, Art, Online Advertising, Copywriting, Photography, Creative Direction, Digital Media, Entrepreneurship, Editing, Photoshop, New Business Development, Competitive Analysis, Google Analytics, Public Speaking, B2B, Blogging, CRM, Executive...
Education
Tufts University
B.A., French Literature & Art History
Tufts University
Bachelor's degree
Michael Sonza's Morgan Stanley Experience August 2007 - Present
Job Financial professional with extensive experience in financial analysis, company valuation, and economic modeling
Industry Banking
Experience
Morgan Stanley August 2007 - Present
Morgan Stanley 2001 - 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
MBA
Tulane University
Morgan Stanley August 2007 - Present
Morgan Stanley 2001 - 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
MBA
Tulane University
David Arcaro's Morgan Stanley Experience January 2015 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Sidoti & Company, LLC September 2013 - January 2015
PHOTON Consulting March 2012 - September 2013
PHOTON Consulting July 2011 - March 2012
Battle Road Research May 2008 - July 2011
Bentley University 2008 - 2009
Skills
Bloomberg, R, Renewable Energy, Data Analysis, SPSS, Equity Research, Market Research, Financial Modeling, Equity Valuation, Solar Energy, Technology Hardware..., Healthcare Industry, Microsoft Excel, Thompson One, Corporate Finance, Quantitative Analytics, Valuation, Financial Analysis, Capital Markets, Equities, Investments
Education
Bentley University - McCallum Graduate School of Business
Master of Science, Finance, Quantitative Concentration
Tufts University
Bachelor of Arts, Economics, Psychology
Morgan Stanley January 2015 - Present
Sidoti & Company, LLC September 2013 - January 2015
PHOTON Consulting March 2012 - September 2013
PHOTON Consulting July 2011 - March 2012
Battle Road Research May 2008 - July 2011
Bentley University 2008 - 2009
Skills
Bloomberg, R, Renewable Energy, Data Analysis, SPSS, Equity Research, Market Research, Financial Modeling, Equity Valuation, Solar Energy, Technology Hardware..., Healthcare Industry, Microsoft Excel, Thompson One, Corporate Finance, Quantitative Analytics, Valuation, Financial Analysis, Capital Markets, Equities, Investments
Education
Bentley University - McCallum Graduate School of Business
Master of Science, Finance, Quantitative Concentration
Tufts University
Bachelor of Arts, Economics, Psychology
Craig J. Goldberg's Morgan Stanley Experience 1992 - 1994
Job Partner at Synterra Capital Management LLC
Industry Financial Services
Experience
Synterra Capital Management LLC June 2010 - Present
Reconnaissance Advisers, LLC June 2003 - Present
Morgan Stanley 1992 - 1994
Education
The University of Chicago
Master of Business Administration (M.B.A.), Finance
Tufts University
BSE
Synterra Capital Management LLC June 2010 - Present
Reconnaissance Advisers, LLC June 2003 - Present
Morgan Stanley 1992 - 1994
Education
The University of Chicago
Master of Business Administration (M.B.A.), Finance
Tufts University
BSE
Tracy Yunlin Huang's Morgan Stanley Experience June 2012 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2012 - Present
Tufts Financial Group September 2009 - May 2012
Morgan Stanley June 2011 - August 2011
People's Bank of China July 2010 - August 2010
Fortune Link Venture Capital Management Co., Ltd August 2009 - September 2009
The Fletcher School of Law & Diplomacy May 2009 - September 2009
Skills
Venture Capital, Private Equity, Mandarin, Chinese, Entrepreneurship, Financial Modeling, Emerging Markets, Investments, Valuation, Due Diligence, Hedge Funds, Business Strategy, Strategy, Mutual Funds, Finance, Analysis
Education
Tufts University 2008 — 2012
BS, Electrical Engineering and Quantitative Economics, 3.81
Princeton University, Summer Institute for the Gifted 2007 — 2007
Morgan Stanley June 2012 - Present
Tufts Financial Group September 2009 - May 2012
Morgan Stanley June 2011 - August 2011
People's Bank of China July 2010 - August 2010
Fortune Link Venture Capital Management Co., Ltd August 2009 - September 2009
The Fletcher School of Law & Diplomacy May 2009 - September 2009
Skills
Venture Capital, Private Equity, Mandarin, Chinese, Entrepreneurship, Financial Modeling, Emerging Markets, Investments, Valuation, Due Diligence, Hedge Funds, Business Strategy, Strategy, Mutual Funds, Finance, Analysis
Education
Tufts University 2008 — 2012
BS, Electrical Engineering and Quantitative Economics, 3.81
Princeton University, Summer Institute for the Gifted 2007 — 2007
Kristi Masters's Morgan Stanley Experience July 2005 - March 2009
Job Director, Talent Acquisition Experian Marketing Services and Experian Global Technology Services
Industry Human Resources
Experience
Experian Marketing Services and Experian Global Technology Services October 2012 - Present
Align April 2012 - September 2012
Credit Suisse April 2010 - April 2012
Citigroup April 2009 - April 2010
Morgan Stanley July 2005 - March 2009
Skills
Talent Management, Talent Acquisition, Recruiting, Technical Recruiting, Vendor Management, Project Management, HRIS, Strategic HR, Strategic Planning, Strategic Sourcing, Compensation Structure..., Retention Strategies, Relationship Management, Onboarding, Human Resources, Financial Services, Resource Management, Information Technology
Education
Tulane University
BA, Historyand Art History
University of Florida - Fredric G. Levin College of Law
JD, Law, Honors
Experian Marketing Services and Experian Global Technology Services October 2012 - Present
Align April 2012 - September 2012
Credit Suisse April 2010 - April 2012
Citigroup April 2009 - April 2010
Morgan Stanley July 2005 - March 2009
Skills
Talent Management, Talent Acquisition, Recruiting, Technical Recruiting, Vendor Management, Project Management, HRIS, Strategic HR, Strategic Planning, Strategic Sourcing, Compensation Structure..., Retention Strategies, Relationship Management, Onboarding, Human Resources, Financial Services, Resource Management, Information Technology
Education
Tulane University
BA, Historyand Art History
University of Florida - Fredric G. Levin College of Law
JD, Law, Honors
Pan Yu's Morgan Stanley Experience 2010 - 2013
Job Executive Director at Pacific Global Advisors LLC
Industry Investment Banking
Experience
Pacific Global Advisors LLC June 2013 - Present
Morgan Stanley 2010 - 2013
JPMorgan Chase 2008 - 2010
Barclays Investment Bank 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Investment Banking, Fixed Income
Education
Yale University 1991 — 1995
Doctor of Philosophy (PhD), Mechanical Engineering
Tsinghua University 1981 — 1986
Bachelor's degree, Engineering Mechanics
Pacific Global Advisors LLC June 2013 - Present
Morgan Stanley 2010 - 2013
JPMorgan Chase 2008 - 2010
Barclays Investment Bank 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Investment Banking, Fixed Income
Education
Yale University 1991 — 1995
Doctor of Philosophy (PhD), Mechanical Engineering
Tsinghua University 1981 — 1986
Bachelor's degree, Engineering Mechanics
Cappy (Meyer) Johnson's Morgan Stanley Experience September 2002 - December 2003
Job Portfolio Manager at Orleans Capital Management
Industry Investment Management
Experience
Orleans Capital Management 2004 - Present
Morgan Stanley September 2002 - December 2003
Skills
Equities
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Finance
Orleans Capital Management 2004 - Present
Morgan Stanley September 2002 - December 2003
Skills
Equities
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Finance
Bobby Duhon's Morgan Stanley Experience January 1978 - April 1993
Job DIRECTOR at STREAM ENERGY
Industry Utilities
Experience
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield January 2009 - Present
SunTrust Robinson Humphrey April 1993 - April 2002
Morgan Stanley January 1978 - April 1993
Education
Tulane University
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield January 2009 - Present
SunTrust Robinson Humphrey April 1993 - April 2002
Morgan Stanley January 1978 - April 1993
Education
Tulane University
Clyde White's Morgan Stanley Experience 1996 - 2006
Job Independent Financial Services Professional
Industry Financial Services
Chuck Patton's Morgan Stanley Experience 1999 - 2006
Job Vice President Branch Manager
Industry Financial Services
Experience
Charles Schwab Head of Field Leadership DevelopmentUBS Wealth Management2010 - September 2015
UBS Wealth Management 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Coaching, Branch Management, Wealth Management, Leadership Development, Leadership, Organizational..., Management Consulting, Sales Management, Risk Management, Financial Advisory, Team Building, Recruiting, Business Development, Management, Strategy, Portfolio Management, Investments, Financial Services
Education
Tulane University 1979 — 1983
BA, Public Policy
Charles Schwab Head of Field Leadership DevelopmentUBS Wealth Management2010 - September 2015
UBS Wealth Management 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Coaching, Branch Management, Wealth Management, Leadership Development, Leadership, Organizational..., Management Consulting, Sales Management, Risk Management, Financial Advisory, Team Building, Recruiting, Business Development, Management, Strategy, Portfolio Management, Investments, Financial Services
Education
Tulane University 1979 — 1983
BA, Public Policy
Amanda Billoch Vazquez's Morgan Stanley Experience June 2009 - August 2009
Job Pietrantoni Mendez & Alvarez LLC
Industry Law Practice
Experience
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
Education
Universidad de Puerto Rico 2010 — 2013
Juris Doctor
Tufts University 2006 — 2010
Economics
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
Education
Universidad de Puerto Rico 2010 — 2013
Juris Doctor
Tufts University 2006 — 2010
Economics
Hongchang Wu's Morgan Stanley Experience July 2014 - Present
Job Financial Engineer
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Goldman Sachs December 2012 - July 2014
Benchmark Solutions June 2010 - December 2012
The MathWorks February 2010 - May 2010
Boston University June 2008 - April 2009
Boston University September 2007 - April 2008
Education
Boston University 2007 — 2010
M.S.
Tsinghua University 2003 — 2007
BEng
Morgan Stanley July 2014 - Present
Goldman Sachs December 2012 - July 2014
Benchmark Solutions June 2010 - December 2012
The MathWorks February 2010 - May 2010
Boston University June 2008 - April 2009
Boston University September 2007 - April 2008
Education
Boston University 2007 — 2010
M.S.
Tsinghua University 2003 — 2007
BEng
Megan M. Capay, CFA's Morgan Stanley Experience March 2004 - March 2008
Job Director, European Corporate Access & UK Corporate Broking at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Barclays Capital April 2010 - August 2011
UBS Investment Bank April 2008 - July 2009
Morgan Stanley March 2004 - March 2008
Morgan Stanley Investment Management June 1999 - March 2004
Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income
Education
Tufts University 1995 — 1999
BA, Economics & Spanish, Economics & Spanish
Dwight-Englewood 1989 — 1995
Citi August 2011 - Present
Barclays Capital April 2010 - August 2011
UBS Investment Bank April 2008 - July 2009
Morgan Stanley March 2004 - March 2008
Morgan Stanley Investment Management June 1999 - March 2004
Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income
Education
Tufts University 1995 — 1999
BA, Economics & Spanish, Economics & Spanish
Dwight-Englewood 1989 — 1995
Andrew Knee, CPA's Morgan Stanley Experience September 2012 - January 2015
Job Relationship Manager, Strategic Client Partner at ADP
Industry Financial Services
Experience
ADP January 2015 - Present
Morgan Stanley September 2012 - January 2015
National Financial - Fidelity Investments April 2011 - June 2012
Morgan Stanley 2006 - 2009
Ernst & Young 2004 - 2006
Broadway Trading LLC 1999 - 2003
Fidelity Investments 1996 - 1999
Paragon Capital Corporation 1992 - 1995
Skills
Equities, Fixed Income, Securities, Capital Markets, Bloomberg, Accounting, Banking, Finance, Swaps, Microsoft Excel, Technical Analysis, Funding, Sales, Customer Service, Training, Supervisory Skills, Hedge Funds, Series 7, Prime Brokerage, Trading, Options, Financial Analysis, Series 63, Alternative Investments, Portfolio Management, Investments, Risk Management, Equity Trading, Trading Systems, Financial Services, Asset Managment, Valuation, Strategic Financial..., Electronic Trading, Financial Markets, Corporate Finance, Due Diligence, Financial Reporting, Equity Research, Commodity, Wealth Management, Financial Risk, Forecasting, Financial Statements, Equity Derivatives, Cash Management, Bonds, Foreign Exchange, Private Equity, Credit
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Accounting and Business/Management
CHSN
ADP January 2015 - Present
Morgan Stanley September 2012 - January 2015
National Financial - Fidelity Investments April 2011 - June 2012
Morgan Stanley 2006 - 2009
Ernst & Young 2004 - 2006
Broadway Trading LLC 1999 - 2003
Fidelity Investments 1996 - 1999
Paragon Capital Corporation 1992 - 1995
Skills
Equities, Fixed Income, Securities, Capital Markets, Bloomberg, Accounting, Banking, Finance, Swaps, Microsoft Excel, Technical Analysis, Funding, Sales, Customer Service, Training, Supervisory Skills, Hedge Funds, Series 7, Prime Brokerage, Trading, Options, Financial Analysis, Series 63, Alternative Investments, Portfolio Management, Investments, Risk Management, Equity Trading, Trading Systems, Financial Services, Asset Managment, Valuation, Strategic Financial..., Electronic Trading, Financial Markets, Corporate Finance, Due Diligence, Financial Reporting, Equity Research, Commodity, Wealth Management, Financial Risk, Forecasting, Financial Statements, Equity Derivatives, Cash Management, Bonds, Foreign Exchange, Private Equity, Credit
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Accounting and Business/Management
CHSN
Chao Huang's Morgan Stanley Experience June 2008 - Present
Job Desk Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2008 - Present
RBS Greenwich Capital July 2007 - June 2008
Skills
Fixed Income
Education
University of Illinois at Urbana-Champaign 2001 — 2007
PhD, Computer Science
Tsinghua University 1997 — 2001
Bachelor's degree, Computer Science
Morgan Stanley June 2008 - Present
RBS Greenwich Capital July 2007 - June 2008
Skills
Fixed Income
Education
University of Illinois at Urbana-Champaign 2001 — 2007
PhD, Computer Science
Tsinghua University 1997 — 2001
Bachelor's degree, Computer Science
Anthony Tessler's Morgan Stanley Experience June 2007 - October 2009
Job Assistant Vice President at CIT
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2010 - July 2013
Morgan Stanley June 2007 - October 2009
Rothstein Kass September 2004 - June 2007
Skills
Hedge Funds, Accounting, Portfolio Management, Fixed Income, Equities, Mutual Funds, Analysis, Securities, Finance, Financial Analysis, Auditing, Due Diligence
Education
Rutgers Business School 2003 — 2004
MBA, Accounting
Tufts University 1997 — 2001
Bachelor of Arts, English
Financial Industry Regulatory Authority (FINRA) January 2010 - July 2013
Morgan Stanley June 2007 - October 2009
Rothstein Kass September 2004 - June 2007
Skills
Hedge Funds, Accounting, Portfolio Management, Fixed Income, Equities, Mutual Funds, Analysis, Securities, Finance, Financial Analysis, Auditing, Due Diligence
Education
Rutgers Business School 2003 — 2004
MBA, Accounting
Tufts University 1997 — 2001
Bachelor of Arts, English
Bizhen Fu's Morgan Stanley Experience August 2011 - August 2012
Job Software Engineer at Google
Industry Information Technology and Services
Experience
Google November 2014 - Present
Google October 2013 - October 2014
Fara Inc. August 2012 - August 2013
Morgan Stanley August 2011 - August 2012
NetEase Youdao March 2011 - May 2011
Baidu, Inc. December 2010 - February 2011
NetRanking Information Consulting April 2009 - December 2010
Morgan Stanley July 2010 - August 2010
Microsoft July 2008 - September 2008
Skills
Software Engineering, Electronic Engineering, Internet Engineering, Software, C++, C, Matlab, Java, Python, SQL, C#, HTML, Visual Studio, JavaScript, Mathematical Modeling, Ruby on Rails, KDB+, Q, Android, MongoDB, Backbone.js, FX Options, FX Hedging, FX Spot, Algorithms, Spring, Spring Framework
Education
Tsinghua University 2009 — 2011
Master of Science, Electronic Engineering
Tsinghua University 2005 — 2009
Bachelor, Electronic Engineering
Google November 2014 - Present
Google October 2013 - October 2014
Fara Inc. August 2012 - August 2013
Morgan Stanley August 2011 - August 2012
NetEase Youdao March 2011 - May 2011
Baidu, Inc. December 2010 - February 2011
NetRanking Information Consulting April 2009 - December 2010
Morgan Stanley July 2010 - August 2010
Microsoft July 2008 - September 2008
Skills
Software Engineering, Electronic Engineering, Internet Engineering, Software, C++, C, Matlab, Java, Python, SQL, C#, HTML, Visual Studio, JavaScript, Mathematical Modeling, Ruby on Rails, KDB+, Q, Android, MongoDB, Backbone.js, FX Options, FX Hedging, FX Spot, Algorithms, Spring, Spring Framework
Education
Tsinghua University 2009 — 2011
Master of Science, Electronic Engineering
Tsinghua University 2005 — 2009
Bachelor, Electronic Engineering
Harish D. Gupta's Morgan Stanley Experience June 2014 - August 2014
Job Growth Equity Investing at Monadnock Capital
Industry Investment Management
Experience
Morgan Stanley June 2014 - August 2014
Stonebridge Associates July 2013 - August 2013
Benning Associates May 2013 - July 2013
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA), Economics (Finance Concentration)
Morgan Stanley June 2014 - August 2014
Stonebridge Associates July 2013 - August 2013
Benning Associates May 2013 - July 2013
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA), Economics (Finance Concentration)
Kai Pan's Morgan Stanley Experience June 2011 - September 2011
Job Software Engineer at Marin Software
Industry Computer Software
Experience
Marin Software March 2012 - Present
Vivante Corporation September 2011 - January 2012
Morgan Stanley June 2011 - September 2011
IBM May 2010 - September 2010
Skills
Java, Web Applications, Algorithms, Spring, Apache Spark, HBase, Hibernate, MySQL, JUnit, Unit Testing, Google Adwords, MSN AdCenter, Apache Kafka, Facebook API, Spring Framework, REST, Maven, Git, Subversion, Dropwizard, Scalability, Testing, SaaS, XML, Linux, Unix, Web Services, Databases, Distributed Systems, jira, Agile Methodologies, Scrum, Eclipse, C++, Design Patterns, C, Ext JS, Software Development, Web Development, Matlab, J2EE Web Services, PHP, JavaScript, Python, Software Engineering, Perl, Github, OpenGL, GPU, 3D Graphics
Education
University of Pennsylvania 2009 — 2011
Master of Science (MS), Computer Systems Networking and Telecommunications
Tsinghua University 2005 — 2009
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Marin Software March 2012 - Present
Vivante Corporation September 2011 - January 2012
Morgan Stanley June 2011 - September 2011
IBM May 2010 - September 2010
Skills
Java, Web Applications, Algorithms, Spring, Apache Spark, HBase, Hibernate, MySQL, JUnit, Unit Testing, Google Adwords, MSN AdCenter, Apache Kafka, Facebook API, Spring Framework, REST, Maven, Git, Subversion, Dropwizard, Scalability, Testing, SaaS, XML, Linux, Unix, Web Services, Databases, Distributed Systems, jira, Agile Methodologies, Scrum, Eclipse, C++, Design Patterns, C, Ext JS, Software Development, Web Development, Matlab, J2EE Web Services, PHP, JavaScript, Python, Software Engineering, Perl, Github, OpenGL, GPU, 3D Graphics
Education
University of Pennsylvania 2009 — 2011
Master of Science (MS), Computer Systems Networking and Telecommunications
Tsinghua University 2005 — 2009
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Emanuel Pizaña's Morgan Stanley Experience 2005 - 2006
Job Senior Financial Analyst at AIG
Industry Financial Services
Experience
AIG 2015 - Present
Thomson Reuters 2010 - December 2013
UBS 2008 - 2009
Goldman Sachs 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Derivatives, Equity Research, Strategy, Finance, Financial Risk, Forecasting, Analysis, Accounting
Education
Tufts University 2000 — 2004
BA, Economics
CFA Institute
AIG 2015 - Present
Thomson Reuters 2010 - December 2013
UBS 2008 - 2009
Goldman Sachs 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Derivatives, Equity Research, Strategy, Finance, Financial Risk, Forecasting, Analysis, Accounting
Education
Tufts University 2000 — 2004
BA, Economics
CFA Institute
Danning Chen's Morgan Stanley Experience July 2011 - May 2013
Job Software Engineer at Google
Industry Computer Software
Experience
Google October 2013 - Present
Morgan Stanley July 2011 - May 2013
Morgan Stanley July 2010 - August 2010
NetEase Youdao March 2010 - June 2010
Skills
Java, C++, JavaScript, C#, Python, Linux, Android Development, Web Development, Hadoop, Search Engine Technology, Data Mining, MySQL, Scala, CoffeeScript, Distributed Systems
Education
Tsinghua University 2008 — 2011
Master's degree, Computer Software Engineering
Tsinghua University 2004 — 2008
Bachelor's degree, Computer Software Engineering
Google October 2013 - Present
Morgan Stanley July 2011 - May 2013
Morgan Stanley July 2010 - August 2010
NetEase Youdao March 2010 - June 2010
Skills
Java, C++, JavaScript, C#, Python, Linux, Android Development, Web Development, Hadoop, Search Engine Technology, Data Mining, MySQL, Scala, CoffeeScript, Distributed Systems
Education
Tsinghua University 2008 — 2011
Master's degree, Computer Software Engineering
Tsinghua University 2004 — 2008
Bachelor's degree, Computer Software Engineering
Jose Joaquin Figueroa's Morgan Stanley Experience 1998 - Present
Job Managing Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley 1998 - Present
J.P. Morgan 1986 - 1998
Education
Tulane Law School 1980 — 1983
J.D., International Business
Tulane University 1976 — 1980
Bachelor of Arts (BA), Political Science and Economics
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley 1998 - Present
J.P. Morgan 1986 - 1998
Education
Tulane Law School 1980 — 1983
J.D., International Business
Tulane University 1976 — 1980
Bachelor of Arts (BA), Political Science and Economics
Melissa Roddy's Morgan Stanley Experience 1989 - 2005
Job Senior Vice President, Head of Public Fixed Income at Genworth Financial
Industry Investment Management
Experience
Genworth Financial June 2012 - Present
Genworth Financial April 2008 - May 2012
Barclays Capital April 2005 - April 2008
Morgan Stanley 1989 - 2005
Skills
Trading, Fixed Income, Management, Alternative Investments, Capital Markets, Investments, Credit, Portfolio Management, Equities, Securities, Series 7, Series 63, Bloomberg, Asset Managment, Asset Management
Education
Tulane University
Bachelor of Science (B.S.), Business Management
Genworth Financial June 2012 - Present
Genworth Financial April 2008 - May 2012
Barclays Capital April 2005 - April 2008
Morgan Stanley 1989 - 2005
Skills
Trading, Fixed Income, Management, Alternative Investments, Capital Markets, Investments, Credit, Portfolio Management, Equities, Securities, Series 7, Series 63, Bloomberg, Asset Managment, Asset Management
Education
Tulane University
Bachelor of Science (B.S.), Business Management
Lindsey Douglas's Morgan Stanley Experience June 2010 - January 2012
Job Director at Profor Advisors
Industry Financial Services
Experience
Profor Advisors April 2012 - Present
Morgan Stanley June 2010 - January 2012
Morgan Stanley October 2006 - April 2010
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Bloomberg, Fixed Income, Capital Markets, Series 7, Asset Management, Asset Allocation, Wealth Management..., Investment Management, Portfolio Management, Investments, Securities, Private Equity, Wealth Management
Education
Tulane University 2002 — 2006
BSM, Finance, Accounting & Economics, Cum Laude
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2005
Katrina displacement semester. Fall 2005, Finance & Economics
Profor Advisors April 2012 - Present
Morgan Stanley June 2010 - January 2012
Morgan Stanley October 2006 - April 2010
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Bloomberg, Fixed Income, Capital Markets, Series 7, Asset Management, Asset Allocation, Wealth Management..., Investment Management, Portfolio Management, Investments, Securities, Private Equity, Wealth Management
Education
Tulane University 2002 — 2006
BSM, Finance, Accounting & Economics, Cum Laude
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2005
Katrina displacement semester. Fall 2005, Finance & Economics
Chris Herlihy's Morgan Stanley Experience August 2001 - June 2009
Job Vice President at Credit Suisse Private Banking
Industry Financial Services
Experience
Credit Suisse June 2009 - Present
Morgan Stanley August 2001 - June 2009
Robertson Stephens June 1999 - August 2001
Skills
Venture Capital...
Education
Tufts University
BA, History
Credit Suisse June 2009 - Present
Morgan Stanley August 2001 - June 2009
Robertson Stephens June 1999 - August 2001
Skills
Venture Capital...
Education
Tufts University
BA, History
Hansen Lau's Morgan Stanley Experience March 2006 - June 2006
Job Account Manager at Moolah Media
Industry Internet
Experience
Snappea Photobooths December 2012 - Present
Delivery Agent October 2013 - June 2015
Moolah Media March 2012 - September 2013
Adteractive 2009 - 2012
Holy Name of Jesus School 2000 - 2010
Pacific Gas & Electric May 2009 - August 2009
KPMG 2007 - 2008
First Republic Bank 2006 - 2007
Morgan Stanley March 2006 - June 2006
Bank of America 2003 - 2006
Skills
Lead Generation, Forecasting, Data Analysis, Project Management, PowerPoint, Relationship Management, Microsoft Excel, Leadership, Microsoft Office, Marketing, Financial Analysis, Banking, Analysis, Management, E-commerce, Mobile Marketing, Affiliate Management, Affiliate Marketing, Account Management, CRM, Social Media Marketing
Education
University of California, Davis 2004 — 2006
Bachelor of Science, Management Economics
University College London, U. of London 2006 — 2006
Minor, English & International Studies
Lowell High School
General Education
Snappea Photobooths December 2012 - Present
Delivery Agent October 2013 - June 2015
Moolah Media March 2012 - September 2013
Adteractive 2009 - 2012
Holy Name of Jesus School 2000 - 2010
Pacific Gas & Electric May 2009 - August 2009
KPMG 2007 - 2008
First Republic Bank 2006 - 2007
Morgan Stanley March 2006 - June 2006
Bank of America 2003 - 2006
Skills
Lead Generation, Forecasting, Data Analysis, Project Management, PowerPoint, Relationship Management, Microsoft Excel, Leadership, Microsoft Office, Marketing, Financial Analysis, Banking, Analysis, Management, E-commerce, Mobile Marketing, Affiliate Management, Affiliate Marketing, Account Management, CRM, Social Media Marketing
Education
University of California, Davis 2004 — 2006
Bachelor of Science, Management Economics
University College London, U. of London 2006 — 2006
Minor, English & International Studies
Lowell High School
General Education
Aparajita Mudera's Morgan Stanley Experience September 2011 - Present
Job DSP Trading at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2011 - Present
Goldman Sachs June 2010 - September 2010
Skills
Economics, Macroeconomics, Microsoft Office, Matlab, Structured Products, Equity Swaps, Dividends, Trading, Equity Derivatives, Equities, Derivatives, ETFs, Hedge Funds
Education
University College London, U. of London 2008 — 2011
Bachelor of Science (BSc) (Hons), Economics
Morgan Stanley September 2011 - Present
Goldman Sachs June 2010 - September 2010
Skills
Economics, Macroeconomics, Microsoft Office, Matlab, Structured Products, Equity Swaps, Dividends, Trading, Equity Derivatives, Equities, Derivatives, ETFs, Hedge Funds
Education
University College London, U. of London 2008 — 2011
Bachelor of Science (BSc) (Hons), Economics
E. Coombs's Morgan Stanley Experience April 1995 - March 2003
Job MD, Jefferies & Company, Inc.
Industry Investment Banking
Experience
Jefferies & Company October 2009 - Present
Morgan Stanley April 1995 - March 2003
Bankers Trust January 1989 - March 1995
Education
Tufts University 1981 — 1985
University of Southern California
University of Tübingen
Deutsche Geschichte
Jefferies & Company October 2009 - Present
Morgan Stanley April 1995 - March 2003
Bankers Trust January 1989 - March 1995
Education
Tufts University 1981 — 1985
University of Southern California
University of Tübingen
Deutsche Geschichte
Justin Grant's Morgan Stanley Experience May 2009 - July 2012
Job Energy Analyst at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital July 2012 - Present
Morgan Stanley May 2009 - July 2012
Morgan Stanley June 2009 - June 2011
Skills
Investment Banking, Trading, Energy, Bloomberg, Financial Modeling, Valuation, Capital Markets, Equity Research, Equities, Fixed Income, Hedge Funds, Corporate Finance
Education
Tulane University 2005 — 2009
Finance and Economics
Magnetar Capital July 2012 - Present
Morgan Stanley May 2009 - July 2012
Morgan Stanley June 2009 - June 2011
Skills
Investment Banking, Trading, Energy, Bloomberg, Financial Modeling, Valuation, Capital Markets, Equity Research, Equities, Fixed Income, Hedge Funds, Corporate Finance
Education
Tulane University 2005 — 2009
Finance and Economics
Carol Wong's Morgan Stanley Experience October 2007 - July 2011
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
Citi Group July 2011 - August 2014
Morgan Stanley October 2007 - July 2011
Morgan Stanley January 2001 - October 2007
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Financial Analysis, Securities, Investment Banking
Education
Tufts University
Bachelor of Arts, Economics
JPMorgan Chase & Co. September 2014 - Present
Citi Group July 2011 - August 2014
Morgan Stanley October 2007 - July 2011
Morgan Stanley January 2001 - October 2007
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Financial Analysis, Securities, Investment Banking
Education
Tufts University
Bachelor of Arts, Economics
Rui Dong's Morgan Stanley Experience March 2008 - December 2010
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs December 2010 - August 2014
Morgan Stanley March 2008 - December 2010
Skills
Financial Modeling, Derivatives, Fixed Income, Data Analysis, Equities, Financial Analysis, Quantitative Analytics, Quantitative Finance, C, Finance, Portfolio Management, R, SQL, Microsoft Excel, VBA, Investments, Statistics, Risk Management
Education
University of California, Berkeley 2002 — 2007
Ph.D., Mathematical Statistics and Probability
Tsinghua University 1998 — 2002
B.S., Mathematics
Goldman Sachs August 2014 - Present
Goldman Sachs December 2010 - August 2014
Morgan Stanley March 2008 - December 2010
Skills
Financial Modeling, Derivatives, Fixed Income, Data Analysis, Equities, Financial Analysis, Quantitative Analytics, Quantitative Finance, C, Finance, Portfolio Management, R, SQL, Microsoft Excel, VBA, Investments, Statistics, Risk Management
Education
University of California, Berkeley 2002 — 2007
Ph.D., Mathematical Statistics and Probability
Tsinghua University 1998 — 2002
B.S., Mathematics
Yiqing Xu's Morgan Stanley Experience July 2014 - Present
Job Quantitative Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
University of Chicago Booth School of Business July 2013 - November 2013
Euler Capital LLC July 2013 - September 2013
BBVA Bancomer USA August 2013 - August 2013
Skills
Statistics, R, Matlab, Statistical Modeling, Time Series Analysis, Portfolio Management, Python, Fixed Income, Stochastic Simulation, Databases, Machine Learning, Financial Risk..., Java, SQL, Asset Pricing, Big Data, MapReduce, Linux
Education
University of Chicago 2012 — 2014
Master's degree, Statistics
Tsinghua University 2005 — 2009
Bachelor, Biology
Morgan Stanley July 2014 - Present
University of Chicago Booth School of Business July 2013 - November 2013
Euler Capital LLC July 2013 - September 2013
BBVA Bancomer USA August 2013 - August 2013
Skills
Statistics, R, Matlab, Statistical Modeling, Time Series Analysis, Portfolio Management, Python, Fixed Income, Stochastic Simulation, Databases, Machine Learning, Financial Risk..., Java, SQL, Asset Pricing, Big Data, MapReduce, Linux
Education
University of Chicago 2012 — 2014
Master's degree, Statistics
Tsinghua University 2005 — 2009
Bachelor, Biology
Brianna Frieder's Morgan Stanley Experience July 2010 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Mindshare February 2008 - July 2010
OMD Media Direction June 2006 - February 2008
OMD Media Direction August 2004 - June 2006
OMD Media Direction July 2003 - August 2004
CBS Corporation July 2002 - July 2003
Skills
MS Office Standard Suite, Extensity Expense, Concur Expense and..., Lotus Notes, Calendars, SharePoint, Event Planning, Administrative..., Outlook, PeopleSoft, Office Management, Television, Travel Arrangements, Ariba
Education
Tulane University
BS, Psychology
Morgan Stanley July 2010 - Present
Mindshare February 2008 - July 2010
OMD Media Direction June 2006 - February 2008
OMD Media Direction August 2004 - June 2006
OMD Media Direction July 2003 - August 2004
CBS Corporation July 2002 - July 2003
Skills
MS Office Standard Suite, Extensity Expense, Concur Expense and..., Lotus Notes, Calendars, SharePoint, Event Planning, Administrative..., Outlook, PeopleSoft, Office Management, Television, Travel Arrangements, Ariba
Education
Tulane University
BS, Psychology
Fei Fu's Morgan Stanley Experience July 2012 - Present
Job Desk Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Skills
R, Statistics, Statistical Modeling, Data Mining, Machine Learning, Econometrics, Quantitative Finance, Time Series Analysis, Quantitative Analytics, Monte Carlo Simulation, Financial Modeling, Data Analysis, Fixed Income, C, Algorithms, C++, Bloomberg
Education
University of California, Los Angeles 2008 — 2012
Ph.D., Statistics
University of California, Los Angeles 2005 — 2008
M.S., Molecular and Medical Pharmacology
Tsinghua University 2001 — 2005
B.S., Biological Science
Morgan Stanley July 2012 - Present
Skills
R, Statistics, Statistical Modeling, Data Mining, Machine Learning, Econometrics, Quantitative Finance, Time Series Analysis, Quantitative Analytics, Monte Carlo Simulation, Financial Modeling, Data Analysis, Fixed Income, C, Algorithms, C++, Bloomberg
Education
University of California, Los Angeles 2008 — 2012
Ph.D., Statistics
University of California, Los Angeles 2005 — 2008
M.S., Molecular and Medical Pharmacology
Tsinghua University 2001 — 2005
B.S., Biological Science
Michael Silverblatt's Morgan Stanley Experience June 2010 - August 2010
Job Associate Product Manager at Google
Industry Computer Software
Experience
Google July 2015 - Present
Fiksu June 2014 - August 2014
BestVendor June 2012 - August 2012
Morgan Stanley June 2010 - August 2010
Skills
Java, Databases, C, Ruby on Rails, Web Development, C++, Social Media, HTML, HTML 5, JavaScript, Python, Agile Project Management, User Experience Design, Data Analysis
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.) Cum Laude, Computer Science
Stuyvesant High School 2007 — 2011
Google July 2015 - Present
Fiksu June 2014 - August 2014
BestVendor June 2012 - August 2012
Morgan Stanley June 2010 - August 2010
Skills
Java, Databases, C, Ruby on Rails, Web Development, C++, Social Media, HTML, HTML 5, JavaScript, Python, Agile Project Management, User Experience Design, Data Analysis
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.) Cum Laude, Computer Science
Stuyvesant High School 2007 — 2011
Alex Asnis's Morgan Stanley Experience August 2014 - Present
Job Analyst at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley August 2014 - Present
Platts July 2012 - July 2014
Platts June 2012 - July 2012
Card Logic Group Inc. June 2011 - August 2011
Skills
Microsoft Application..., Tableau, Capital IQ, Oracle Applications, Siebel, Oracle 9i, Oracle CRM, Sales Analysis, DnB Market Insight
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Environmental Studies Major & Business Minor
Morgan Stanley August 2014 - Present
Platts July 2012 - July 2014
Platts June 2012 - July 2012
Card Logic Group Inc. June 2011 - August 2011
Skills
Microsoft Application..., Tableau, Capital IQ, Oracle Applications, Siebel, Oracle 9i, Oracle CRM, Sales Analysis, DnB Market Insight
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Environmental Studies Major & Business Minor
Jon Ploscowe's Morgan Stanley Experience Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
J.P. Morgan February 2002 - June 2011
Citi August 1989 - November 2001
Skills
Capital Markets, Bloomberg, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Equity Derivatives, Derivatives, Alternative Investments, Leadership, Securities, Trading, Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Options
Education
Tulane University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
J.P. Morgan February 2002 - June 2011
Citi August 1989 - November 2001
Skills
Capital Markets, Bloomberg, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Equity Derivatives, Derivatives, Alternative Investments, Leadership, Securities, Trading, Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Options
Education
Tulane University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Max Gevirtz's Morgan Stanley Experience June 2014 - August 2014
Job Assurance Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
Morgan Stanley June 2014 - August 2014
Top Box Foods August 2013 - December 2013
Skills
Microsoft Excel, Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Budgets, Analysis, Management, Internal Controls, Financial Modeling, Forecasting, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General
HHH High School East
HHH High School East
Grant Thornton LLP January 2015 - Present
Morgan Stanley June 2014 - August 2014
Top Box Foods August 2013 - December 2013
Skills
Microsoft Excel, Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Budgets, Analysis, Management, Internal Controls, Financial Modeling, Forecasting, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General
HHH High School East
HHH High School East
Barry Ang, CPA's Morgan Stanley Experience December 2009 - September 2011
Job Master of International Business The Fletcher School of Law and Diplomacy
Industry Higher Education
Experience
The Fletcher School of Law and Diplomacy August 2013 - June 2015
U.S. Department of the Treasury June 2014 - August 2014
BBVA November 2011 - August 2013
Morgan Stanley December 2009 - September 2011
Merrill Lynch April 2007 - December 2009
EY September 2002 - March 2007
Skills
Corporate Finance, Valuation, Investment Banking, Fixed Income, Risk Management, Policy Analysis, International Relations, Economics, Financial Modeling, Research, Financial Analysis, Securities, Analysis, Capital Markets, Emerging Markets
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master of International Business, Strategy and Management Consulting
University of San Francisco 1997 — 2001
Bachelor of Science, Accounting and Finance
The Fletcher School of Law and Diplomacy August 2013 - June 2015
U.S. Department of the Treasury June 2014 - August 2014
BBVA November 2011 - August 2013
Morgan Stanley December 2009 - September 2011
Merrill Lynch April 2007 - December 2009
EY September 2002 - March 2007
Skills
Corporate Finance, Valuation, Investment Banking, Fixed Income, Risk Management, Policy Analysis, International Relations, Economics, Financial Modeling, Research, Financial Analysis, Securities, Analysis, Capital Markets, Emerging Markets
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master of International Business, Strategy and Management Consulting
University of San Francisco 1997 — 2001
Bachelor of Science, Accounting and Finance
Cameron Irwin's Morgan Stanley Experience July 2014 - Present
Job Student at Tufts University
Industry
Experience
Morgan Stanley July 2014 - Present
Skills
Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Tufts University 2013 — 2017
Morgan Stanley July 2014 - Present
Skills
Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Tufts University 2013 — 2017
Anthony Scelfo's Morgan Stanley Experience June 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Laredo Lemurs April 2012 - September 2012
Tampa Bay Rays June 2008 - April 2012
Skills
Research, Sales, Finance, PowerPoint, Microsoft Word
Education
Tulane University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Jesuit High School of New Orleans
Class of 2005
Morgan Stanley June 2013 - Present
Laredo Lemurs April 2012 - September 2012
Tampa Bay Rays June 2008 - April 2012
Skills
Research, Sales, Finance, PowerPoint, Microsoft Word
Education
Tulane University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Jesuit High School of New Orleans
Class of 2005
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS