Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Laura Svehla Laura Svehla's Morgan Stanley Experience November 2012 - January 2013
Job Associate at Chesapeake Tax & Financial Services
Industry Financial Services
Experience
Chesapeake Tax & Financial Services January 2013 - Present
Morgan Stanley November 2012 - January 2013
Layline Risk Management Partners Inc. June 2012 - November 2012
Ocean Eco Tours May 2011 - August 2011
Chesapeake Tax and Financial Services February 2007 - April 2011
Skills
Microsoft Office, Communication, Efficiency, Organizational..., Public Speaking, High Availability, Account Reconciliation, Accounts Receivable, Accounts Payable, Economic History, Statistics, Bookkeeping, Economic Law, Always On Time, Email
Education
University of Baltimore 2013 — 2015
Master of Science (MS), Accounting and Business/Management
University of Maryland College Park 2008 — 2012
BA, Economics
Chesapeake Tax & Financial Services January 2013 - Present
Morgan Stanley November 2012 - January 2013
Layline Risk Management Partners Inc. June 2012 - November 2012
Ocean Eco Tours May 2011 - August 2011
Chesapeake Tax and Financial Services February 2007 - April 2011
Skills
Microsoft Office, Communication, Efficiency, Organizational..., Public Speaking, High Availability, Account Reconciliation, Accounts Receivable, Accounts Payable, Economic History, Statistics, Bookkeeping, Economic Law, Always On Time, Email
Education
University of Baltimore 2013 — 2015
Master of Science (MS), Accounting and Business/Management
University of Maryland College Park 2008 — 2012
BA, Economics
Nikolas Papageorge Nikolas Papageorge's Morgan Stanley Experience May 2013 - August 2013
Job Eller College of Management, University of Arizona
Industry Financial Services
Experience
Compass Technology (China) Company Limited June 2015 - Present
Morgan Stanley May 2013 - August 2013
Skills
Mathematics, Communication Skills, Preparedness, Efficent, Accounting, Quantitative Finance, Mutual Funds, Economics, Financial Modeling, Finance, Financial Services, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Social Media, Leadership, Social Networking, Teamwork
Education
University of Arizona, Eller College of Management 2014 — 2016
Finance, General
University of Arizona 2012 — 2016
Finance, General
Compass Technology (China) Company Limited June 2015 - Present
Morgan Stanley May 2013 - August 2013
Skills
Mathematics, Communication Skills, Preparedness, Efficent, Accounting, Quantitative Finance, Mutual Funds, Economics, Financial Modeling, Finance, Financial Services, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Social Media, Leadership, Social Networking, Teamwork
Education
University of Arizona, Eller College of Management 2014 — 2016
Finance, General
University of Arizona 2012 — 2016
Finance, General
Alex Orth Alex Orth's Morgan Stanley Experience May 2007 - August 2007
Job Auction.com Commercial
Industry Real Estate
Experience
Auction.com August 2013 - Present
Enterprise Holdings Inc. August 2012 - July 2013
Enterprise Rent-A-Car August 2010 - July 2012
Retreat Capital Management, Inc. January 2010 - July 2010
City of Irvine May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Marketing, Customer Service, Account Management, Sales Management, Sales Operations, Salesforce.com, Direct Sales, Marketing Strategy, Management, Contract Negotiation, Market Research, New Business Development, Real Estate Development, Commercial Real Estate, Commercial Real Estate..., Sales, Microsoft Excel, Microsoft Office, Real Estate
Education
University of Arizona 2005 — 2009
Bachelor in Science, Regional Development and Business
Auction.com August 2013 - Present
Enterprise Holdings Inc. August 2012 - July 2013
Enterprise Rent-A-Car August 2010 - July 2012
Retreat Capital Management, Inc. January 2010 - July 2010
City of Irvine May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Marketing, Customer Service, Account Management, Sales Management, Sales Operations, Salesforce.com, Direct Sales, Marketing Strategy, Management, Contract Negotiation, Market Research, New Business Development, Real Estate Development, Commercial Real Estate, Commercial Real Estate..., Sales, Microsoft Excel, Microsoft Office, Real Estate
Education
University of Arizona 2005 — 2009
Bachelor in Science, Regional Development and Business
Leann Spruell Leann Spruell's Morgan Stanley Experience 2000 - 2002
Job Saint Leo University
Industry Education Management
Experience
Saint Leo University November 2013 - Present
NorthBridge Church July 2013 - June 2015
Bridging Freedom April 2013 - June 2015
JLMS PTSA May 2013 - June 2014
NorthBridge Church February 2012 - August 2013
Morgan Stanley 2000 - 2002
Ozark Guidance Center 1999 - 2000
Arkansas DHS Div of Children and Family Services 1997 - 1999
Skills
Case Managment, Volunteer Management, Foster Care, Community Outreach, Nonprofits, Fundraising, Event Planning, Leadership Development, Customer Service, Youth Ministry, Team Building, Social Media, Discipleship, Event Management, Organizational..., Recruiting, Social Services, Social Networking, Missions, Crisis Intervention, Employee Training, Public Speaking, Program Development, Child Advocacy, Church Events, Social Justice, Child Welfare, Spiritual Direction, Child Development, Volunteer Recruiting, Youth Work, Biblical Studies, Case Management, Management, Preaching, Teaching, Higher Education
Education
University of Arkansas at Fayetteville 1994 — 1998
Bachelor of Arts (BA), Social Work
Saint Leo University November 2013 - Present
NorthBridge Church July 2013 - June 2015
Bridging Freedom April 2013 - June 2015
JLMS PTSA May 2013 - June 2014
NorthBridge Church February 2012 - August 2013
Morgan Stanley 2000 - 2002
Ozark Guidance Center 1999 - 2000
Arkansas DHS Div of Children and Family Services 1997 - 1999
Skills
Case Managment, Volunteer Management, Foster Care, Community Outreach, Nonprofits, Fundraising, Event Planning, Leadership Development, Customer Service, Youth Ministry, Team Building, Social Media, Discipleship, Event Management, Organizational..., Recruiting, Social Services, Social Networking, Missions, Crisis Intervention, Employee Training, Public Speaking, Program Development, Child Advocacy, Church Events, Social Justice, Child Welfare, Spiritual Direction, Child Development, Volunteer Recruiting, Youth Work, Biblical Studies, Case Management, Management, Preaching, Teaching, Higher Education
Education
University of Arkansas at Fayetteville 1994 — 1998
Bachelor of Arts (BA), Social Work
Lori Brown Lori Brown's Morgan Stanley Experience October 2000 - January 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James / Graham & Brown Family Wealth Advisors of Raymond James January 2009 - Present
Morgan Stanley October 2000 - January 2009
Skills
Wealth Management, Finance, Financial Advisory, Wealth, Securities, Portfolio Management, Retirement Planning, Investments
Education
University of Arkansas at Little Rock 1997 — 2000
Bachelors, Finance
University of Arkansas 1995 — 1997
Interior Design
Bryant High School
Raymond James / Graham & Brown Family Wealth Advisors of Raymond James January 2009 - Present
Morgan Stanley October 2000 - January 2009
Skills
Wealth Management, Finance, Financial Advisory, Wealth, Securities, Portfolio Management, Retirement Planning, Investments
Education
University of Arkansas at Little Rock 1997 — 2000
Bachelors, Finance
University of Arkansas 1995 — 1997
Interior Design
Bryant High School
Tyler McKay Tyler McKay's Morgan Stanley Experience June 2015 - August 2015
Job Business Finance Student Minoring in Economics and Political Science at University of Arkansas
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Rockgate Financial Partners June 2015 - August 2015
Lifetime Strategies Group July 2014 - August 2014
Education
University of Arkansas 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General with a minor in Political Science
Morgan Stanley June 2015 - August 2015
Rockgate Financial Partners June 2015 - August 2015
Lifetime Strategies Group July 2014 - August 2014
Education
University of Arkansas 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General with a minor in Political Science
Sean Melendez Sean Melendez's Morgan Stanley Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management July 2013 - February 2015
All-in-1 January 2013 - July 2013
Beachbody, LLC September 2012 - November 2012
Pacific Coast Capital Partners LLC May 2011 - July 2011
Advanced Cleanup Technologies, Inc June 2010 - July 2010
Skills
Account Reconciliation, Strategic Financial..., Outlook, Investments, Mutual Funds, Asset Management, Equities, Insurance, Financial Planning, Customer Service
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chadwick School 2004 — 2008
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management July 2013 - February 2015
All-in-1 January 2013 - July 2013
Beachbody, LLC September 2012 - November 2012
Pacific Coast Capital Partners LLC May 2011 - July 2011
Advanced Cleanup Technologies, Inc June 2010 - July 2010
Skills
Account Reconciliation, Strategic Financial..., Outlook, Investments, Mutual Funds, Asset Management, Equities, Insurance, Financial Planning, Customer Service
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chadwick School 2004 — 2008
Matthew Diller Matthew Diller's Morgan Stanley Experience March 2015 - Present
Job Expense Manager
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley February 2014 - March 2015
Le Dock and The Loading Dock May 2010 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Time Management, Team Leadership, Public Speaking, Microsoft Office, Customer Service, Teamwork, Financial Analysis, Research, HTML, Management, Analysis, Event Planning
Education
Western New England University 2009 — 2013
Bachelor's Degree, Finance, General
University of Botswana 2012 — 2012
Morgan Stanley March 2015 - Present
Morgan Stanley February 2014 - March 2015
Le Dock and The Loading Dock May 2010 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Time Management, Team Leadership, Public Speaking, Microsoft Office, Customer Service, Teamwork, Financial Analysis, Research, HTML, Management, Analysis, Event Planning
Education
Western New England University 2009 — 2013
Bachelor's Degree, Finance, General
University of Botswana 2012 — 2012
Jack Carlson's Morgan Stanley Experience May 2015 - August 2015
Job Wealth Management Intern
Industry Financial Services
Experience
Morgan Stanley May 2015 - August 2015
Phiten Legion Baseball May 2015 - August 2015
Red Arrow Camp June 2014 - August 2014
Peterson Russell Kelly PLLC June 2012 - June 2014
United Way of Tucson and Southern Arizona January 2014 - April 2014
Ken Downing & Associates June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Fundraising, Outlook, Access, Administrative..., Time Management, Spanish
Education
University of Arizona 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.88 GPA
Morgan Stanley May 2015 - August 2015
Phiten Legion Baseball May 2015 - August 2015
Red Arrow Camp June 2014 - August 2014
Peterson Russell Kelly PLLC June 2012 - June 2014
United Way of Tucson and Southern Arizona January 2014 - April 2014
Ken Downing & Associates June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Fundraising, Outlook, Access, Administrative..., Time Management, Spanish
Education
University of Arizona 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.88 GPA
Scott McAdory Scott McAdory's Morgan Stanley Experience August 2009 - September 2010
Job Fuels Analyst at Electric Cooperatives of Arkansas
Industry Utilities
Experience
Electric Cooperatives of Arkansas January 2013 - Present
Morgan Stanley August 2009 - September 2010
Weyerhaeuser February 1998 - May 2008
American Freightways, Inc. May 1996 - February 1998
Skills
Financial Analysis, Inventory Management, Forecasting, Rail, Logistics, Sales, Management, Transportation, Process Improvement, Portfolio Management, Contract Negotiation, Income Statement, Budgets, Strategic Planning, Pricing, Operations Management, Supply Chain Management, Team Building, Financial Reporting, Change Management, Leadership, Account Management, SAP, Accounting, Analysis, Purchasing, Team Leadership, Risk Management, Data Analysis
Education
University of Arkansas at Little Rock 2011 — 2012
Accounting
University of Arkansas at Fayetteville 1992 — 1996
Marketing and Logistics, Accounting
Benton High School 1990 — 1992
Electric Cooperatives of Arkansas January 2013 - Present
Morgan Stanley August 2009 - September 2010
Weyerhaeuser February 1998 - May 2008
American Freightways, Inc. May 1996 - February 1998
Skills
Financial Analysis, Inventory Management, Forecasting, Rail, Logistics, Sales, Management, Transportation, Process Improvement, Portfolio Management, Contract Negotiation, Income Statement, Budgets, Strategic Planning, Pricing, Operations Management, Supply Chain Management, Team Building, Financial Reporting, Change Management, Leadership, Account Management, SAP, Accounting, Analysis, Purchasing, Team Leadership, Risk Management, Data Analysis
Education
University of Arkansas at Little Rock 2011 — 2012
Accounting
University of Arkansas at Fayetteville 1992 — 1996
Marketing and Logistics, Accounting
Benton High School 1990 — 1992
Dale Brunk Dale Brunk's Morgan Stanley Experience May 2001 - November 2002
Job CEBS / Financial Advisor at Beall Barclay Wealth Management, LLC
Industry Financial Services
Experience
Beall Barclay Wealth Management, LLC November 2002 - Present
Morgan Stanley May 2001 - November 2002
Skills
Certified Employee..., Investments, Qualified Retirement..., Investment Advisory, Retirement Plan..., 401k, Real Estate
Education
University of Arkansas at Fayetteville 1999 — 2001
Bachelor of Business Administration (BBA) with emphasis on Finance Management, Finance and Financial Management Services
University of Arkansas at Fort Smith 1997 — 1999
Beall Barclay Wealth Management, LLC November 2002 - Present
Morgan Stanley May 2001 - November 2002
Skills
Certified Employee..., Investments, Qualified Retirement..., Investment Advisory, Retirement Plan..., 401k, Real Estate
Education
University of Arkansas at Fayetteville 1999 — 2001
Bachelor of Business Administration (BBA) with emphasis on Finance Management, Finance and Financial Management Services
University of Arkansas at Fort Smith 1997 — 1999
Jacob Goldberg Jacob Goldberg's Morgan Stanley Experience June 2013 - Present
Job Corporate Finance Analyst at Morgan Stanley
Industry Security and Investigations
Experience
Morgan Stanley June 2013 - Present
OMNIPLEX World Services Corporation 2011 - Present
Northwestern Mutual May 2012 - September 2012
The Walters Art Museum January 2010 - June 2011
University of Baltimore October 2010 - January 2011
United States Department of Defense September 2008 - September 2009
Skills
Business Valuation, Financial Modeling, Microsoft Excel, Corporate Finance, Finance, Security Clearance, Research, Critical Thinking, Report Writing, Public Speaking, New Business Development, Financial Statements, Software Documentation, Time Management, Management, Government, Derivatives, Basel II, Basel I, Netting, Journal Entries, EAD, Accurate Record Keeping, Non-profit Leadership, Financial Reporting, Account Reconciliation, Robert's Rules of Order
Education
University of Baltimore 2014 — 2016
Master's Degree, Finance, General
University of Baltimore 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley June 2013 - Present
OMNIPLEX World Services Corporation 2011 - Present
Northwestern Mutual May 2012 - September 2012
The Walters Art Museum January 2010 - June 2011
University of Baltimore October 2010 - January 2011
United States Department of Defense September 2008 - September 2009
Skills
Business Valuation, Financial Modeling, Microsoft Excel, Corporate Finance, Finance, Security Clearance, Research, Critical Thinking, Report Writing, Public Speaking, New Business Development, Financial Statements, Software Documentation, Time Management, Management, Government, Derivatives, Basel II, Basel I, Netting, Journal Entries, EAD, Accurate Record Keeping, Non-profit Leadership, Financial Reporting, Account Reconciliation, Robert's Rules of Order
Education
University of Baltimore 2014 — 2016
Master's Degree, Finance, General
University of Baltimore 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Robert Meyer, CFP®, CLU®'s Morgan Stanley Experience 1998 - 2003
Job Founding Partner, Director of Strategic and Financial Planning at Ibis Capital
Industry Financial Services
Experience
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1998 - 2003
Skills
Investments, Financial Modeling, Insurance, Alternative Investments, Financial Planning, Certified Financial...
Education
University of Arizona
Bachelor of Science (BS), Business Administration
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1998 - 2003
Skills
Investments, Financial Modeling, Insurance, Alternative Investments, Financial Planning, Certified Financial...
Education
University of Arizona
Bachelor of Science (BS), Business Administration
Brandon Riley Brandon Riley's Morgan Stanley Experience July 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Pi Kappa Alpha Fraternity Gamma Delta Chapter December 2011 - December 2012
Morgan Stanley June 2012 - August 2012
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Morgan Stanley July 2013 - Present
Pi Kappa Alpha Fraternity Gamma Delta Chapter December 2011 - December 2012
Morgan Stanley June 2012 - August 2012
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Brian Yanulis Brian Yanulis's Morgan Stanley Experience March 2010 - October 2010
Job Customer Service Representative at Inventus
Industry Legal Services
Experience
Inventus May 2014 - Present
Ashford University September 2011 - November 2013
Play Tennis San Diego! September 2010 - May 2013
Francis Parker School February 2011 - August 2011
Morgan Stanley March 2010 - October 2010
Equivalent DATA July 2008 - July 2009
Skills
Building Relationships, Interpersonal Skill, Leadership, Tennis, Mentoring, Task Management, Production Managment, Product Presentation, Business Development, Sales, Public Speaking, Manage Client..., E-Learning
Education
University of Arkansas 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Inventus May 2014 - Present
Ashford University September 2011 - November 2013
Play Tennis San Diego! September 2010 - May 2013
Francis Parker School February 2011 - August 2011
Morgan Stanley March 2010 - October 2010
Equivalent DATA July 2008 - July 2009
Skills
Building Relationships, Interpersonal Skill, Leadership, Tennis, Mentoring, Task Management, Production Managment, Product Presentation, Business Development, Sales, Public Speaking, Manage Client..., E-Learning
Education
University of Arkansas 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Rae Targos Rae Targos's Morgan Stanley Experience June 2010 - September 2010
Job Private Yacht Stewardess/Masseuse
Industry Maritime
Experience
Private Luxury Yachts July 2012 - August 2014
Private Luxury Yachts August 2011 - July 2012
Australian Lending Centre October 2010 - July 2011
Morgan Stanley June 2010 - September 2010
The Ellen DeGeneres Show 2008 - 2009
Tribeca Film Festival January 2008 - August 2008
Skills
Event Planning, Microsoft Word, Facebook, PowerPoint, Outlook, Microsoft Office, Editing, Research, Marketing, Microsoft Excel, Customer Service, Community Outreach, Photoshop, Public Speaking, Social Media, Sales, Budgets, Strategic Planning, Communication, Leadership, Employee Training, Staff Development, Contractual Agreements, Executive..., Loans, Debt Management, Financial Services, Wealth Management..., Data Analysis, Process Improvement, Hospitality Management, Yachting, Food Safety, Production Planning, Project Coordination
Education
University of Arkansas 2013 — 2015
MS, Operations Management, emphasis in Business Management
University of California, Los Angeles 2008 — 2010
BA, Communications
Folsom High
Private Luxury Yachts July 2012 - August 2014
Private Luxury Yachts August 2011 - July 2012
Australian Lending Centre October 2010 - July 2011
Morgan Stanley June 2010 - September 2010
The Ellen DeGeneres Show 2008 - 2009
Tribeca Film Festival January 2008 - August 2008
Skills
Event Planning, Microsoft Word, Facebook, PowerPoint, Outlook, Microsoft Office, Editing, Research, Marketing, Microsoft Excel, Customer Service, Community Outreach, Photoshop, Public Speaking, Social Media, Sales, Budgets, Strategic Planning, Communication, Leadership, Employee Training, Staff Development, Contractual Agreements, Executive..., Loans, Debt Management, Financial Services, Wealth Management..., Data Analysis, Process Improvement, Hospitality Management, Yachting, Food Safety, Production Planning, Project Coordination
Education
University of Arkansas 2013 — 2015
MS, Operations Management, emphasis in Business Management
University of California, Los Angeles 2008 — 2010
BA, Communications
Folsom High
Naimish Patel Naimish Patel's Morgan Stanley Experience 1990 - 1995
Job CEO
Industry Computer Networking
Experience
Managed Services 360 June 2013 - Present
Unique Networks Inc June 1996 - 2013
Orissa Inc 1995 - 1997
Morgan Stanley 1990 - 1995
Skills
Software Development, Network Security, IT Operations, Software Project..., IT Infrastructure..., Network Design, Client Development, IT Strategy, Cloud Computing, SaaS, Pre-sales, IT Service Management, Start-ups, Virtualization, Solution Architecture, IT Management, Enterprise Software, Data Center, Business Development, Business Alliances, Partner Management, Professional Services
Education
University of Brighton
Bachelor of Science (BS), Computer Science
Managed Services 360 June 2013 - Present
Unique Networks Inc June 1996 - 2013
Orissa Inc 1995 - 1997
Morgan Stanley 1990 - 1995
Skills
Software Development, Network Security, IT Operations, Software Project..., IT Infrastructure..., Network Design, Client Development, IT Strategy, Cloud Computing, SaaS, Pre-sales, IT Service Management, Start-ups, Virtualization, Solution Architecture, IT Management, Enterprise Software, Data Center, Business Development, Business Alliances, Partner Management, Professional Services
Education
University of Brighton
Bachelor of Science (BS), Computer Science
Arpita Dave Arpita Dave's Morgan Stanley Experience April 2011 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
T. Rowe Price 2014 - 2015
Morgan Stanley April 2011 - January 2012
Morgan Stanley April 2011 - January 2012
Morgan Stanley April 2007 - December 2009
Skills
Microsoft Excel, Risk Management, Financial Analysis, Account Reconciliation, Bloomberg Terminal, Highly detail oriented, Leadership, DTC, International Business, Client Service Oriented, Financial Services, Investment Banking
Education
University of Baltimore 2002 — 2006
Bachelors of Science in Business Administration, Finance, General
T. Rowe Price 2014 - 2015
Morgan Stanley April 2011 - January 2012
Morgan Stanley April 2011 - January 2012
Morgan Stanley April 2007 - December 2009
Skills
Microsoft Excel, Risk Management, Financial Analysis, Account Reconciliation, Bloomberg Terminal, Highly detail oriented, Leadership, DTC, International Business, Client Service Oriented, Financial Services, Investment Banking
Education
University of Baltimore 2002 — 2006
Bachelors of Science in Business Administration, Finance, General
Robert Dressler Robert Dressler's Morgan Stanley Experience December 1998 - March 2001
Job Regional Brokerage Manager / Senior Vice President / Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Matt Strom Matt Strom's Morgan Stanley Experience January 2015 - Present
Job Vice President Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Angela Osborne Angela Osborne's Morgan Stanley Experience January 2006 - May 2009
Job Chief Operating Officer Private Wealth Management at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2013 - Present
BlackRock September 2012 - May 2013
BlackRock December 2009 - August 2012
Barclays Global Investors July 2009 - December 2009
Morgan Stanley January 2006 - May 2009
Morgan Stanley - Prime Brokerage, San Francisco September 2003 - December 2005
Morgan Stanley - Prime Brokerage, San Francisco May 1999 - August 2003
Morgan Stanley - Prime Brokerage, London August 1996 - April 1999
Morgan Stanley - Prime Brokerage, London August 1994 - August 1996
Morgan Stanley - Fixed Income July 1992 - July 1994
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Derivatives, Business Process..., Change Management, Project Management, Mutual Funds, ETFs, Fund Administration, Trade Operations, Middle Office, Business Operations, Operational Risk..., Alternative Investments, Strategic Leadership, Global Management, Service Providers, Relationship Management, Operations Management, Risk Management, Trading Systems, Trading, Asset Management, Financial Services, Investments, Securities Lending, Series 7, Strategy
Education
University of Bradford 1986 — 1990
BA Hons
First Republic Bank May 2013 - Present
BlackRock September 2012 - May 2013
BlackRock December 2009 - August 2012
Barclays Global Investors July 2009 - December 2009
Morgan Stanley January 2006 - May 2009
Morgan Stanley - Prime Brokerage, San Francisco September 2003 - December 2005
Morgan Stanley - Prime Brokerage, San Francisco May 1999 - August 2003
Morgan Stanley - Prime Brokerage, London August 1996 - April 1999
Morgan Stanley - Prime Brokerage, London August 1994 - August 1996
Morgan Stanley - Fixed Income July 1992 - July 1994
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Derivatives, Business Process..., Change Management, Project Management, Mutual Funds, ETFs, Fund Administration, Trade Operations, Middle Office, Business Operations, Operational Risk..., Alternative Investments, Strategic Leadership, Global Management, Service Providers, Relationship Management, Operations Management, Risk Management, Trading Systems, Trading, Asset Management, Financial Services, Investments, Securities Lending, Series 7, Strategy
Education
University of Bradford 1986 — 1990
BA Hons
Sawyer Dunigan's Morgan Stanley Experience May 2011 - August 2011
Job Institutional Equity Sales at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2014 - Present
Rebsamen Trust August 2013 - May 2014
Tyson Foods October 2012 - May 2014
Seascape Resort & Conference Center May 2012 - July 2012
Associated Student Government August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Excel, Finance, PowerPoint, Public Speaking, Analysis, Bloomberg Terminal, Microsoft Word, Financial Analysis, Bloomberg, Institutional Sales
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science Business Administration (B.S.B.A.), Finance and Marketing, 3.95/4.00 GPA
Stephens Inc. September 2014 - Present
Rebsamen Trust August 2013 - May 2014
Tyson Foods October 2012 - May 2014
Seascape Resort & Conference Center May 2012 - July 2012
Associated Student Government August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Excel, Finance, PowerPoint, Public Speaking, Analysis, Bloomberg Terminal, Microsoft Word, Financial Analysis, Bloomberg, Institutional Sales
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science Business Administration (B.S.B.A.), Finance and Marketing, 3.95/4.00 GPA
Kim Brawner Kim Brawner's Morgan Stanley Experience January 1990 - August 2011
Job Vice President at Sphere Wealth
Industry Financial Services
Experience
CFO4Life November 2013 - December 2014
Waddell & Reed August 2011 - November 2013
Morgan Stanley January 1990 - August 2011
Shearson Lehman Brothers October 1987 - March 1990
EF Hutton June 1983 - October 1987
Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing
Education
University of Arkansas at Fayetteville 1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate
Wynne High School Wynne, Arkansas 1959 — 1971
CFO4Life November 2013 - December 2014
Waddell & Reed August 2011 - November 2013
Morgan Stanley January 1990 - August 2011
Shearson Lehman Brothers October 1987 - March 1990
EF Hutton June 1983 - October 1987
Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing
Education
University of Arkansas at Fayetteville 1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate
Wynne High School Wynne, Arkansas 1959 — 1971
John Spengler John Spengler's Morgan Stanley Experience 2000 - 2008
Job Chief Strategy Officer at A10 Capital
Industry Financial Services
Experience
A10 Capital 2014 - Present
Make-A-Wish Foundation of Idaho 2012 - February 2015
Clearwater Advisors, LLC 2011 - 2014
SC Holdings, LLC 2008 - 2011
Morgan Stanley 2000 - 2008
ABN AMRO 1997 - 2000
Skills
Asset Management, Fixed Income, Derivatives, Private Equity, Risk Management, Asset Managment, Mutual Funds, Investment Banking, Financial Markets, Wealth Management, Valuation, Financial Analysis, Portfolio Management, Finance, Securitization, Capital Markets, Equities, Bonds, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Securities, Bloomberg, Credit, Financial Modeling, Hedge Funds, Options, Trading
Education
University of Arizona 1988 — 1992
BA, Economics
A10 Capital 2014 - Present
Make-A-Wish Foundation of Idaho 2012 - February 2015
Clearwater Advisors, LLC 2011 - 2014
SC Holdings, LLC 2008 - 2011
Morgan Stanley 2000 - 2008
ABN AMRO 1997 - 2000
Skills
Asset Management, Fixed Income, Derivatives, Private Equity, Risk Management, Asset Managment, Mutual Funds, Investment Banking, Financial Markets, Wealth Management, Valuation, Financial Analysis, Portfolio Management, Finance, Securitization, Capital Markets, Equities, Bonds, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Securities, Bloomberg, Credit, Financial Modeling, Hedge Funds, Options, Trading
Education
University of Arizona 1988 — 1992
BA, Economics
Alec Amos's Morgan Stanley Experience May 2012 - August 2012
Job Analyst at Bank of America Merrill Lynch, TMT Group
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Rebsamen Trust Portfolio Management - University of Arkansas September 2013 - May 2014
Bank of America Merrill Lynch May 2013 - August 2013
Sigma Nu 2013 - 2013
Morgan Stanley May 2012 - August 2012
Skills
Mathematics, Financial Markets, Guitar, Financial Modeling, Financial Analysis, Banking, Ballet, Jazz Dance, Leadership, Portfolio Management, Management, Accounting, Analysis, Economics, Finance, Valuation, Microsoft Office, Investments, PowerPoint, Microsoft Excel
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science in Business Administration, Double Major- Accounting, Finance; Minor- Economics, Senior
Rogers Heritage High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Rebsamen Trust Portfolio Management - University of Arkansas September 2013 - May 2014
Bank of America Merrill Lynch May 2013 - August 2013
Sigma Nu 2013 - 2013
Morgan Stanley May 2012 - August 2012
Skills
Mathematics, Financial Markets, Guitar, Financial Modeling, Financial Analysis, Banking, Ballet, Jazz Dance, Leadership, Portfolio Management, Management, Accounting, Analysis, Economics, Finance, Valuation, Microsoft Office, Investments, PowerPoint, Microsoft Excel
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science in Business Administration, Double Major- Accounting, Finance; Minor- Economics, Senior
Rogers Heritage High School 2006 — 2010
T Wade's Morgan Stanley Experience January 2007 - November 2007
Job Experienced AML Analyst/Financial Crimes Investigator
Industry Financial Services
Experience
MoneyGram International April 2015 - Present
MoneyGram International June 2014 - April 2015
MoneyGram International February 2012 - June 2014
Southwest Securities November 2007 - February 2012
Morgan Stanley January 2007 - November 2007
Skills
Bank Secrecy Act, USA PATRIOT Act, KYC, OFAC, BSA, AML, Fraud Investigations, Fraud, CIP, Investigations, Link analysis software..., Ponzi schemes..., Stock fraud..., Terrorist financing..., Consumer fraud..., human trafficking and..., Link Analysis, Intelligence Analysis, Data Mining, Private Investigations, Analysis, Investigation, Internal Audit, Finance, Financial Risk, Financial Services, FINRA, Anti Money Laundering
Education
Utica College 2010 — 2012
Certification, Financial Crimes Investigator
University of Arkansas at Little Rock 1995 — 1999
Bachelors of Business Administration, Management
MoneyGram International April 2015 - Present
MoneyGram International June 2014 - April 2015
MoneyGram International February 2012 - June 2014
Southwest Securities November 2007 - February 2012
Morgan Stanley January 2007 - November 2007
Skills
Bank Secrecy Act, USA PATRIOT Act, KYC, OFAC, BSA, AML, Fraud Investigations, Fraud, CIP, Investigations, Link analysis software..., Ponzi schemes..., Stock fraud..., Terrorist financing..., Consumer fraud..., human trafficking and..., Link Analysis, Intelligence Analysis, Data Mining, Private Investigations, Analysis, Investigation, Internal Audit, Finance, Financial Risk, Financial Services, FINRA, Anti Money Laundering
Education
Utica College 2010 — 2012
Certification, Financial Crimes Investigator
University of Arkansas at Little Rock 1995 — 1999
Bachelors of Business Administration, Management
Cynthia Snyder Cynthia Snyder's Morgan Stanley Experience September 1999 - October 2001
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance & Financial Services January 2004 - Present
State Farm Insurance October 2002 - January 2004
Morgan Stanley September 1999 - October 2001
Skills
Life Insurance, Insurance, Workers Compensation, Sales, Commercial Insurance, Small Business, Loans, Real Estate, Umbrella Insurance, Finance, Professional Liability, Property & Casualty..., Legal Liability, Financial Services, Strategic Financial..., Banking, Retirement Planning, Underwriting, Financial Planning, Marketing
Education
University of Arizona 1988 — 1992
Coronado High School
State Farm Insurance & Financial Services January 2004 - Present
State Farm Insurance October 2002 - January 2004
Morgan Stanley September 1999 - October 2001
Skills
Life Insurance, Insurance, Workers Compensation, Sales, Commercial Insurance, Small Business, Loans, Real Estate, Umbrella Insurance, Finance, Professional Liability, Property & Casualty..., Legal Liability, Financial Services, Strategic Financial..., Banking, Retirement Planning, Underwriting, Financial Planning, Marketing
Education
University of Arizona 1988 — 1992
Coronado High School
Manivanh Chanprasith's Morgan Stanley Experience 2005 - 2006
Job Marketing & Events Manager, Outlets at Vicksburg/Craig Realty Group
Industry Marketing and Advertising
Experience
Outlets at Vicksburg September 2012 - Present
Freelance January 2007 - January 2012
The Vicksburg Post January 2009 - November 2011
Milly Magazine November 2007 - December 2008
New York Style Times June 2007 - October 2007
Morgan Stanley 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
Skills
Public Relations, Research, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Access, Photoshop, Mac OS X, Illustrator, Windows Vista, Fundraising, Non-profits, Event Management, Community Outreach, Facebook, Social Networking, OS X, Nonprofits, Social Media, Social Media Marketing, Marketing
Education
Mississippi College
MS, Communications
University of Arkansas at Fayetteville 1999 — 2003
BBA, Finance
Outlets at Vicksburg September 2012 - Present
Freelance January 2007 - January 2012
The Vicksburg Post January 2009 - November 2011
Milly Magazine November 2007 - December 2008
New York Style Times June 2007 - October 2007
Morgan Stanley 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
Skills
Public Relations, Research, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Access, Photoshop, Mac OS X, Illustrator, Windows Vista, Fundraising, Non-profits, Event Management, Community Outreach, Facebook, Social Networking, OS X, Nonprofits, Social Media, Social Media Marketing, Marketing
Education
Mississippi College
MS, Communications
University of Arkansas at Fayetteville 1999 — 2003
BBA, Finance
Victor Morange, CFA Victor Morange, CFA's Morgan Stanley Experience August 2014 - Present
Job Quantitative and Index Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Macquarie Group October 2010 - August 2014
Wolfe Trahan & Co. March 2010 - June 2010
Bally Technologies June 2009 - March 2010
State Street April 2007 - January 2009
Raytheon June 2005 - March 2007
Skills
VBA, Portfolio Management, Equities, Analysis, Equity Research, Strategy, Trading, Competitive Analysis, Investments, R, Market Research, Trading Strategies, Economics, SAS, SQL
Education
University of Arizona 2004 — 2005
Master of Science (M.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Engineering/Industrial Management
Morgan Stanley August 2014 - Present
Macquarie Group October 2010 - August 2014
Wolfe Trahan & Co. March 2010 - June 2010
Bally Technologies June 2009 - March 2010
State Street April 2007 - January 2009
Raytheon June 2005 - March 2007
Skills
VBA, Portfolio Management, Equities, Analysis, Equity Research, Strategy, Trading, Competitive Analysis, Investments, R, Market Research, Trading Strategies, Economics, SAS, SQL
Education
University of Arizona 2004 — 2005
Master of Science (M.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Engineering/Industrial Management
Jaclyn Borja Jaclyn Borja's Morgan Stanley Experience May 2006 - November 2007
Job Operation Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Mizuho Bank September 2014 - Present
BNY Mellon December 2007 - August 2014
Morgan Stanley May 2006 - November 2007
Tryiton Eyewear LLC April 2004 - May 2006
Tryiton Eyewear LLC April 2004 - May 2006
Skills
Account Reconciliation, Equities, Corporate Actions, FX Options, Fixed Income, Mutual Funds, Back Office, Euroclear, Options, Commodity, Bloomberg, Accounting, Hedge Funds, Access, Derivatives, Finance, Securities, Fund Administration, Fund Accounting
Education
University of Bridgeport 2002 — 2006
Bachelor of Science, Accounting; Accounting; Finance, Economics, and Business Law
Mizuho Bank September 2014 - Present
BNY Mellon December 2007 - August 2014
Morgan Stanley May 2006 - November 2007
Tryiton Eyewear LLC April 2004 - May 2006
Tryiton Eyewear LLC April 2004 - May 2006
Skills
Account Reconciliation, Equities, Corporate Actions, FX Options, Fixed Income, Mutual Funds, Back Office, Euroclear, Options, Commodity, Bloomberg, Accounting, Hedge Funds, Access, Derivatives, Finance, Securities, Fund Administration, Fund Accounting
Education
University of Bridgeport 2002 — 2006
Bachelor of Science, Accounting; Accounting; Finance, Economics, and Business Law
Andrei Temni Andrei Temni's Morgan Stanley Experience 2007 - 2011
Job Basel III Implementation at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
RBC Capital Markets 2011 - 2012
Morgan Stanley 2007 - 2011
Neuberger Berman 2004 - 2007
Davis Selected Advisors, LLP 2000 - 2003
Skills
Market Risk, Risk Management, Fixed Income, Financial Risk, Valuation, Trading, Project Management, Project Implementation, Regulatory Capital, Portfolio Management, Derivatives, Equities, Finance, Market Data
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics; Finance, 3.8
Deutsche Bank November 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
RBC Capital Markets 2011 - 2012
Morgan Stanley 2007 - 2011
Neuberger Berman 2004 - 2007
Davis Selected Advisors, LLP 2000 - 2003
Skills
Market Risk, Risk Management, Fixed Income, Financial Risk, Valuation, Trading, Project Management, Project Implementation, Regulatory Capital, Portfolio Management, Derivatives, Equities, Finance, Market Data
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics; Finance, 3.8
Deka Ibrahim's Morgan Stanley Experience April 2008 - April 2012
Job Senior Market Index Services Analyst at Nasdaq
Industry Financial Services
Experience
Nasdaq April 2015 - Present
NASDAQ September 2012 - April 2015
Morgan Stanley April 2008 - April 2012
Calvert School May 2007 - September 2007
M&T Bank August 2003 - March 2004
Visa May 2002 - May 2003
Skills
Currency, Banking, Trading, Financial Markets, Risk Management, Swaps, Financial Risk, Financial Services, Settlement, Payments, Analysis, FX, Management, Equities, Financial Analysis
Education
University of Baltimore
Bachelors of Science, Business Administration; Major Accounting, 94th percentile
Nasdaq April 2015 - Present
NASDAQ September 2012 - April 2015
Morgan Stanley April 2008 - April 2012
Calvert School May 2007 - September 2007
M&T Bank August 2003 - March 2004
Visa May 2002 - May 2003
Skills
Currency, Banking, Trading, Financial Markets, Risk Management, Swaps, Financial Risk, Financial Services, Settlement, Payments, Analysis, FX, Management, Equities, Financial Analysis
Education
University of Baltimore
Bachelors of Science, Business Administration; Major Accounting, 94th percentile
Peter Sellick Peter Sellick's Morgan Stanley Experience September 2007 - July 2008
Job Associate at Savills
Industry Real Estate
Experience
Savills September 2009 - Present
Morgan Stanley September 2007 - July 2008
Ripley Court School September 2003 - September 2007
Skills
Property, Appraisals, Leases, Landlords, Lettings, Retail, Real Estate Development, Tenant, Development Appraisals, Real Estate, Commercial Real Estate, Lease Administration, Investment Properties, Land Acquisition, Real Estate Transactions, Lease Negotiations, Real Estate Economics, Asset Management, Chartered Surveyors, Investments, Tenant Representation, Commercial Agency, Negotiation, Rentals, Acquisitions, Commercial Lettings, Corporate Real Estate
Education
The University of Reading 2008 — 2009
Master of Science (MSc), Real Estate, Merit
The University of Birmingham 2004 — 2007
Bachelor of Arts (B.A.), Geography, 2:1
Hampton School 1998 — 2003
Savills September 2009 - Present
Morgan Stanley September 2007 - July 2008
Ripley Court School September 2003 - September 2007
Skills
Property, Appraisals, Leases, Landlords, Lettings, Retail, Real Estate Development, Tenant, Development Appraisals, Real Estate, Commercial Real Estate, Lease Administration, Investment Properties, Land Acquisition, Real Estate Transactions, Lease Negotiations, Real Estate Economics, Asset Management, Chartered Surveyors, Investments, Tenant Representation, Commercial Agency, Negotiation, Rentals, Acquisitions, Commercial Lettings, Corporate Real Estate
Education
The University of Reading 2008 — 2009
Master of Science (MSc), Real Estate, Merit
The University of Birmingham 2004 — 2007
Bachelor of Arts (B.A.), Geography, 2:1
Hampton School 1998 — 2003
David Despain's Morgan Stanley Experience June 1999 - May 2005
Job Science and health writer
Industry Writing and Editing
Experience
David Despain Freelance January 2009 - Present
Isagenix October 2007 - Present
Isagenix May 2005 - October 2007
Morgan Stanley June 1999 - May 2005
Skills
Editing, Science Journalism, Medical Writing, Nutrition, Newsletters, Science, Research, Public Speaking, Technical Writing, Teaching, Blogging, Social Media, Public Relations, Health Journalism, Content Strategy, Nutritional Counseling, Publications, Wellness, Leadership, Marketing, Press Releases, Journalism, Management, Creative Writing, Copywriting, Proofreading, Supplements, Wellness Coaching, Coaching, Customer Service, Copy Editing, News Writing, Publishing, Web Content, Writing, Team Building, Fitness, Magazines, Storytelling, Strategic Planning, Social Networking, Personal Development, Lifestyle
Education
University of Bridgeport 2008 — 2010
Master's of Science, Human Nutrition
University of Illinois Springfield 2002 — 2004
Bachelor of Arts, English
Utah Valley University 1996 — 1998
Associate of Arts, General
David Despain Freelance January 2009 - Present
Isagenix October 2007 - Present
Isagenix May 2005 - October 2007
Morgan Stanley June 1999 - May 2005
Skills
Editing, Science Journalism, Medical Writing, Nutrition, Newsletters, Science, Research, Public Speaking, Technical Writing, Teaching, Blogging, Social Media, Public Relations, Health Journalism, Content Strategy, Nutritional Counseling, Publications, Wellness, Leadership, Marketing, Press Releases, Journalism, Management, Creative Writing, Copywriting, Proofreading, Supplements, Wellness Coaching, Coaching, Customer Service, Copy Editing, News Writing, Publishing, Web Content, Writing, Team Building, Fitness, Magazines, Storytelling, Strategic Planning, Social Networking, Personal Development, Lifestyle
Education
University of Bridgeport 2008 — 2010
Master's of Science, Human Nutrition
University of Illinois Springfield 2002 — 2004
Bachelor of Arts, English
Utah Valley University 1996 — 1998
Associate of Arts, General
Jeffrey Ahsan Jeffrey Ahsan's Morgan Stanley Experience April 2002 - December 2003
Job Stanford University Medical Center
Industry Hospital & Health Care
Experience
Stanford University School of Medicine November 2011 - Present
Premier Cookie Company, LLC. July 2009 - November 2012
Morgan Stanley April 2002 - December 2003
Skills
Online Advertising, Entrepreneur, Marketing, Sales, Social Media Marketing, Investments, Strategic Financial..., Finance, Social Networking, Start-ups, Event Planning, Insurance, Research, Leadership, Entrepreneurship, Analytics
Education
University of Arizona 2004 — 2008
Economics, Business Administration, Management and Operations
Vanderbilt University
Medicine
Stanford University School of Medicine November 2011 - Present
Premier Cookie Company, LLC. July 2009 - November 2012
Morgan Stanley April 2002 - December 2003
Skills
Online Advertising, Entrepreneur, Marketing, Sales, Social Media Marketing, Investments, Strategic Financial..., Finance, Social Networking, Start-ups, Event Planning, Insurance, Research, Leadership, Entrepreneurship, Analytics
Education
University of Arizona 2004 — 2008
Economics, Business Administration, Management and Operations
Vanderbilt University
Medicine
Dinesh Malluru Dinesh Malluru's Morgan Stanley Experience January 2009 - January 2010
Job VP at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation April 2012 - Present
Think Finance August 2011 - February 2012
Citi January 2011 - August 2011
Avaya May 2010 - January 2011
Morgan Stanley January 2009 - January 2010
Skills
SAS programming, SAS/SQL, Data Analysis, Data Warehousing, Data Mining, Risk Management, Risk Analysis, Fraud Analysis, Business Objects, Direct Marketing, Hadoop, HIVE, Predictive Analytics, Analytics, SAS Programming
Education
University of Bridgeport 2006 — 2008
Master's degree, TECHNOLOGY MANAGEMENT
DVR COLLEGE OF ENGINEERING AND TECHNOLOGY 2002 — 2006
Bachelor of Technology (B.Tech.), Chemical Engineering
Regions Financial Corporation April 2012 - Present
Think Finance August 2011 - February 2012
Citi January 2011 - August 2011
Avaya May 2010 - January 2011
Morgan Stanley January 2009 - January 2010
Skills
SAS programming, SAS/SQL, Data Analysis, Data Warehousing, Data Mining, Risk Management, Risk Analysis, Fraud Analysis, Business Objects, Direct Marketing, Hadoop, HIVE, Predictive Analytics, Analytics, SAS Programming
Education
University of Bridgeport 2006 — 2008
Master's degree, TECHNOLOGY MANAGEMENT
DVR COLLEGE OF ENGINEERING AND TECHNOLOGY 2002 — 2006
Bachelor of Technology (B.Tech.), Chemical Engineering
Ismael Wrixen Ismael Wrixen's Morgan Stanley Experience July 2007 - February 2008
Job CEO at FE International
Industry Financial Services
Experience
FE International September 2012 - Present
Citi July 2010 - September 2012
Morgan Stanley July 2007 - February 2008
Skills
Strategy, Business Brokerage, Corporate Finance, Valuation, Mergers, Marketing, Financial Modeling, Private Equity, Selling, M&A experience, Financial Analysis, Investment Banking, Business Strategy, Management, Mergers & Acquisitions, Emerging Markets, Business Planning, Portfolio Management, Capital Markets, Investments, Bloomberg, LBO, Financial Markets
Education
University of Bath 2006 — 2010
Bachelor of Business Administration (BBA), Business/Managerial Economics
FE International September 2012 - Present
Citi July 2010 - September 2012
Morgan Stanley July 2007 - February 2008
Skills
Strategy, Business Brokerage, Corporate Finance, Valuation, Mergers, Marketing, Financial Modeling, Private Equity, Selling, M&A experience, Financial Analysis, Investment Banking, Business Strategy, Management, Mergers & Acquisitions, Emerging Markets, Business Planning, Portfolio Management, Capital Markets, Investments, Bloomberg, LBO, Financial Markets
Education
University of Bath 2006 — 2010
Bachelor of Business Administration (BBA), Business/Managerial Economics
Dan Higham, Esq., CRCM, CAMS Dan Higham, Esq., CRCM, CAMS's Morgan Stanley Experience October 2009 - October 2010
Job Director Head of Bank Regulatory Compliance at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2011 - Present
Deutsche Bank Trust Company Americas November 2010 - December 2011
Morgan Stanley October 2009 - October 2010
ICS Compliance June 2006 - October 2009
Susquehanna Bancshares January 2000 - December 2005
Susquehanna Bank April 1996 - December 2000
Skills
Certified Regulatory..., Certified Anti-Money..., KYC, AML, Banking, Regulations, Mortgage Lending, Risk Assessment, Certified Anti-Money..., Financial Services, Vendor Management, Financial Risk, Financial Institutions, Risk Management, Asset Management, Policy, Finance, Corporate Governance, Securities, Internal Controls, Loans, Training, Investment Banking
Education
University of Baltimore School of Law 1983 — 1985
JD
University of Maryland College Park 1977 — 1981
BA, Political Science
Credit Suisse July 2011 - Present
Deutsche Bank Trust Company Americas November 2010 - December 2011
Morgan Stanley October 2009 - October 2010
ICS Compliance June 2006 - October 2009
Susquehanna Bancshares January 2000 - December 2005
Susquehanna Bank April 1996 - December 2000
Skills
Certified Regulatory..., Certified Anti-Money..., KYC, AML, Banking, Regulations, Mortgage Lending, Risk Assessment, Certified Anti-Money..., Financial Services, Vendor Management, Financial Risk, Financial Institutions, Risk Management, Asset Management, Policy, Finance, Corporate Governance, Securities, Internal Controls, Loans, Training, Investment Banking
Education
University of Baltimore School of Law 1983 — 1985
JD
University of Maryland College Park 1977 — 1981
BA, Political Science
Scott Tarone's Morgan Stanley Experience January 1988 - August 1997
Job Owner, Limelight Media LLC
Industry Marketing and Advertising
Experience
Limelight Media Services November 2005 - Present
Fanfare Media Works April 2002 - October 2005
Morgan Stanley January 1988 - August 1997
American Express Financial Advisors September 1985 - December 1987
Skills
Marketing Strategy, Advertising, Small Business, Advertising Sales, Marketing, Sales Management, Direct Marketing, SEO, Training
Education
University of Arizona 1981 — 1985
Business
Limelight Media Services November 2005 - Present
Fanfare Media Works April 2002 - October 2005
Morgan Stanley January 1988 - August 1997
American Express Financial Advisors September 1985 - December 1987
Skills
Marketing Strategy, Advertising, Small Business, Advertising Sales, Marketing, Sales Management, Direct Marketing, SEO, Training
Education
University of Arizona 1981 — 1985
Business
Tim Hatton Tim Hatton's Morgan Stanley Experience May 1988 - March 2000
Job
Industry Financial Services
Experience
Hatton Consulting, Inc. March 2000 - Present
Morgan Stanley May 1988 - March 2000
Education
University of Arizona 1982 — 1986
BSBA, Finance
Hatton Consulting, Inc. March 2000 - Present
Morgan Stanley May 1988 - March 2000
Education
University of Arizona 1982 — 1986
BSBA, Finance
Michael Tusan Michael Tusan's Morgan Stanley Experience December 1998 - January 2009
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley December 1998 - January 2009
Education
University of Arizona 1994 — 1998
BS, Finance
Bullard High School
UBS January 2009 - Present
Morgan Stanley December 1998 - January 2009
Education
University of Arizona 1994 — 1998
BS, Finance
Bullard High School
Jason Hansen Jason Hansen's Morgan Stanley Experience February 2001 - July 2009
Job Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2009 - Present
Morgan Stanley February 2001 - July 2009
Phoenix Suns 1996 - 2000
Skills
Leadership, Investments, Management, Finance, Public Speaking, Marketing, Event Planning, Retirement Planning, Customer Service, Social Media
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Executive Education - CIMA Level 1, Investment Consultants Program
University of Arizona
Marketing
Dixie State College
Flagstaff High School
Wells Fargo Advisors, LLC July 2009 - Present
Morgan Stanley February 2001 - July 2009
Phoenix Suns 1996 - 2000
Skills
Leadership, Investments, Management, Finance, Public Speaking, Marketing, Event Planning, Retirement Planning, Customer Service, Social Media
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Executive Education - CIMA Level 1, Investment Consultants Program
University of Arizona
Marketing
Dixie State College
Flagstaff High School
Joe Daldrup Joe Daldrup's Morgan Stanley Experience 2001 - 2002
Job District Manager at Michael Kors
Industry Retail
Experience
Michael Kors January 2015 - Present
Target July 2012 - December 2014
Target November 2009 - June 2012
Target September 2006 - October 2009
Abercrombie & Fitch 2002 - 2006
Morgan Stanley 2001 - 2002
Skills
Driving Results, Store Management, Store Operations, Loss Prevention, Retail, New Store Openings, Multi-unit, Multi-Unit Management, Merchandising, Shrinkage, Inventory Control, Succession Planning, Strategic Planning, Visual Merchandising, Management, Profit, Talent Management, Grocery, P&L, Team Leadership, Sales, Sales Strategy, Process Improvement, Staffing, Customer Service, Building Business..., Salesforce Training, Leadership, Business Development, Business Operations, Data Analysis, Revenue Growth..., Negotiation, Leading Development..., Risk Assessment, Retail Operations, Multi-Unit
Education
University of Arizona 1997 — 2001
Bachelor of Business Administration, Emphasis Marketing, Business Administration
Michael Kors January 2015 - Present
Target July 2012 - December 2014
Target November 2009 - June 2012
Target September 2006 - October 2009
Abercrombie & Fitch 2002 - 2006
Morgan Stanley 2001 - 2002
Skills
Driving Results, Store Management, Store Operations, Loss Prevention, Retail, New Store Openings, Multi-unit, Multi-Unit Management, Merchandising, Shrinkage, Inventory Control, Succession Planning, Strategic Planning, Visual Merchandising, Management, Profit, Talent Management, Grocery, P&L, Team Leadership, Sales, Sales Strategy, Process Improvement, Staffing, Customer Service, Building Business..., Salesforce Training, Leadership, Business Development, Business Operations, Data Analysis, Revenue Growth..., Negotiation, Leading Development..., Risk Assessment, Retail Operations, Multi-Unit
Education
University of Arizona 1997 — 2001
Bachelor of Business Administration, Emphasis Marketing, Business Administration
Rajneesh Srivastav Rajneesh Srivastav's Morgan Stanley Experience July 2014 - Present
Job Director, Global Reconciliations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
T. Rowe Price August 2012 - July 2014
Capital One January 2011 - July 2012
T-Mobile October 2005 - December 2010
Skills
Strategy, Leadership, Management, Retail, Customer Service, Marketing, Recruiting, Sales, Financial Analysis, Business Development, Account Management, Sales Operations, Telecommunications, Training, Banking, Performance Management, Budgets, Customer Satisfaction, Marketing Strategy, Loans, Operations Management, Account Reconciliation, Adjustments, Risk Assessment, Business Process..., Microsoft Office, Microsoft Excel, Financial Services, Data Analysis, Relationship Management, Finance, PowerPoint, Accounting, Financial Reporting, Analysis, Risk Management, Sales Management, Team Building
Education
University of Baltimore 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Budhanilkantha School
Morgan Stanley July 2014 - Present
T. Rowe Price August 2012 - July 2014
Capital One January 2011 - July 2012
T-Mobile October 2005 - December 2010
Skills
Strategy, Leadership, Management, Retail, Customer Service, Marketing, Recruiting, Sales, Financial Analysis, Business Development, Account Management, Sales Operations, Telecommunications, Training, Banking, Performance Management, Budgets, Customer Satisfaction, Marketing Strategy, Loans, Operations Management, Account Reconciliation, Adjustments, Risk Assessment, Business Process..., Microsoft Office, Microsoft Excel, Financial Services, Data Analysis, Relationship Management, Finance, PowerPoint, Accounting, Financial Reporting, Analysis, Risk Management, Sales Management, Team Building
Education
University of Baltimore 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Budhanilkantha School
Darren Barnes's Morgan Stanley Experience April 2008 - June 2008
Job Dwight Capital
Industry Real Estate
Experience
Dwight Capital LLC January 2015 - Present
Seeking Alpha April 2014 - December 2014
Deloitte June 2012 - April 2014
Deloitte June 2011 - August 2011
Morgan Stanley April 2008 - June 2008
Skills
External Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Operations, Risk Consulting, Financial Accounting, IT Audit, Leadership, Accounting, PowerPoint, US GAAP, Financial Analysis, Microsoft Word, Auditing, Big 4, Marketing, Due Diligence, SEC filings, Management, Financial Modeling, Social Networking, Process Improvement, Sales, Business Analysis, Financial Reporting, Analysis, Finance
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
University of Arizona, Eller College of Management
Dwight Capital LLC January 2015 - Present
Seeking Alpha April 2014 - December 2014
Deloitte June 2012 - April 2014
Deloitte June 2011 - August 2011
Morgan Stanley April 2008 - June 2008
Skills
External Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Operations, Risk Consulting, Financial Accounting, IT Audit, Leadership, Accounting, PowerPoint, US GAAP, Financial Analysis, Microsoft Word, Auditing, Big 4, Marketing, Due Diligence, SEC filings, Management, Financial Modeling, Social Networking, Process Improvement, Sales, Business Analysis, Financial Reporting, Analysis, Finance
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
University of Arizona, Eller College of Management
Kristin Chaillou, M.B.A, SPHR's Morgan Stanley Experience July 2014 - Present
Job Vice President of Human Resources at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley July 2014 - Present
Citi supporting OneMain Financial July 2004 - July 2014
CitiFinancial December 2002 - July 2004
Skills
Employee Relations, Talent Management, Talent Acquisition, Human Resources, Performance Management, Payroll, Onboarding, Personnel Management, Change Management, Conflict Resolution, Policy, Management, Training, Job Descriptions, Executive Coaching
Education
University of Baltimore 2004 — 2007
M.B.A., Human Resources
Villa Julie College 1998 — 2002
B.S., Business Administration
Morgan Stanley July 2014 - Present
Citi supporting OneMain Financial July 2004 - July 2014
CitiFinancial December 2002 - July 2004
Skills
Employee Relations, Talent Management, Talent Acquisition, Human Resources, Performance Management, Payroll, Onboarding, Personnel Management, Change Management, Conflict Resolution, Policy, Management, Training, Job Descriptions, Executive Coaching
Education
University of Baltimore 2004 — 2007
M.B.A., Human Resources
Villa Julie College 1998 — 2002
B.S., Business Administration
Greg Vuoto Greg Vuoto's Morgan Stanley Experience June 2010 - July 2010
Job Account Manager
Industry Financial Services
Experience
Yelp October 2014 - Present
Meyers Associates L.P. October 2013 - July 2014
Meyers Associates L.P. June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Skills
Financial Analysis, Lead Generation, Cold Calling Experience, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Customer Service, Public Speaking, Microsoft Excel, High Yield Bonds, Series 7, Series 63, SAS, Long-term Customer...
Education
University of Arizona 2009 — 2013
Bachelor's Degree, Economics
Yelp October 2014 - Present
Meyers Associates L.P. October 2013 - July 2014
Meyers Associates L.P. June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Skills
Financial Analysis, Lead Generation, Cold Calling Experience, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Customer Service, Public Speaking, Microsoft Excel, High Yield Bonds, Series 7, Series 63, SAS, Long-term Customer...
Education
University of Arizona 2009 — 2013
Bachelor's Degree, Economics
Carl Mason Carl Mason's Morgan Stanley Experience 2006 - 2008
Job Senior Market Risk Officer at Wells Fargo
Industry Investment Banking
Experience
UBS July 2010 - May 2014
BNP Paribas 2008 - July 2010
Morgan Stanley 2006 - 2008
Deutsche Bank 2003 - 2006
UBS 1995 - 2003
Skills
Quantitative Investing, Derivatives, Equity Derivatives, Equities, Strategy, Options, Structured Products, FX Options, Trading, Volatility, Hedge Funds, Quantitative Finance, Fixed Income, Swaps
Education
University of Bristol 1991 — 1995
PhD, Physics
University of Bristol 1988 — 1991
BSc, Physics, 1st Class
UBS July 2010 - May 2014
BNP Paribas 2008 - July 2010
Morgan Stanley 2006 - 2008
Deutsche Bank 2003 - 2006
UBS 1995 - 2003
Skills
Quantitative Investing, Derivatives, Equity Derivatives, Equities, Strategy, Options, Structured Products, FX Options, Trading, Volatility, Hedge Funds, Quantitative Finance, Fixed Income, Swaps
Education
University of Bristol 1991 — 1995
PhD, Physics
University of Bristol 1988 — 1991
BSc, Physics, 1st Class
Christopher Cammarata Christopher Cammarata's Morgan Stanley Experience June 2007 - August 2013
Job Financial Service Operations
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
TradeSmith, LLC І March 2014 - May 2015
Morgan Stanley June 2007 - August 2013
Citi Smith Barney March 2007 - June 2007
Comcast April 2006 - September 2006
Skills
Credit, Vendor Management, Risk Management, Strategic Planning, Financial Analysis, Wealth Management, Securities, Customer Service, Social Media Marketing, Banking, Investments, Management, Analysis
Education
University of Baltimore
B.S, Business Administration; Entrepreneurship, 3.4
Bank of America Merrill Lynch July 2015 - Present
TradeSmith, LLC І March 2014 - May 2015
Morgan Stanley June 2007 - August 2013
Citi Smith Barney March 2007 - June 2007
Comcast April 2006 - September 2006
Skills
Credit, Vendor Management, Risk Management, Strategic Planning, Financial Analysis, Wealth Management, Securities, Customer Service, Social Media Marketing, Banking, Investments, Management, Analysis
Education
University of Baltimore
B.S, Business Administration; Entrepreneurship, 3.4
Russell Stuart Russell Stuart's Morgan Stanley Experience June 2006 - August 2006
Job Equity Research Analyst at Wellington Management
Industry Research
Experience
Fidelity International August 2008 - April 2014
UBS June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Logistics, Ports, Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Equity Valuation, Equities, Emerging Markets, Bloomberg, Commodity, Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Hedge Funds, Asset Allocation, Capital Markets, Economics
Education
University of Bristol 2003 — 2007
Bachelor of Arts, Ancient History
Fidelity International August 2008 - April 2014
UBS June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Logistics, Ports, Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Equity Valuation, Equities, Emerging Markets, Bloomberg, Commodity, Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Hedge Funds, Asset Allocation, Capital Markets, Economics
Education
University of Bristol 2003 — 2007
Bachelor of Arts, Ancient History
Boris Cinkler Boris Cinkler's Morgan Stanley Experience September 2010 - September 2011
Job Senior Consultant at CGI
Industry Information Technology and Services
Experience
CGI October 2011 - Present
Morgan Stanley September 2010 - September 2011
CGI February 2007 - September 2010
Bombardier Aerospace January 2006 - February 2007
Mahjong Mania 2005 - 2006
Mahjong Mania (Mahjong Development Inc) February 2004 - December 2005
DMR Consulting Group June 2001 - October 2003
Skills
Java, Core Java, EJB, Weblogic, JBoss, SQL Server, PostgreSQL, Eclipse, Microsoft SQL Server, Relational Databases, JBoss Application Server, Java Enterprise Edition, Tomcat, Sybase, Spring, Web Services, JSF, Design Patterns, Maven, UML, SOAP, JMS, Hibernate, Ant, Struts, SOA, Software Development, Oracle, SQL, BusinessWorks
Education
University of Belgrade
CGI October 2011 - Present
Morgan Stanley September 2010 - September 2011
CGI February 2007 - September 2010
Bombardier Aerospace January 2006 - February 2007
Mahjong Mania 2005 - 2006
Mahjong Mania (Mahjong Development Inc) February 2004 - December 2005
DMR Consulting Group June 2001 - October 2003
Skills
Java, Core Java, EJB, Weblogic, JBoss, SQL Server, PostgreSQL, Eclipse, Microsoft SQL Server, Relational Databases, JBoss Application Server, Java Enterprise Edition, Tomcat, Sybase, Spring, Web Services, JSF, Design Patterns, Maven, UML, SOAP, JMS, Hibernate, Ant, Struts, SOA, Software Development, Oracle, SQL, BusinessWorks
Education
University of Belgrade
Nick Drewanz Nick Drewanz's Morgan Stanley Experience December 2013 - Present
Job Onsite Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2013 - Present
Infosys Technologies Ltd May 2008 - Present
Skills
Java, JavaScript, Perl, XSLT, .NET, AJAX, SharePoint, ITIL, Oracle, Web Development, PL/SQL, Java Enterprise Edition, MS Office Automation, Process Automation, DB2/SQL, PHP, Visual C++, Visual Basic, iBatis, Windows Scripting, VBScript, HTML/XML, Struts, J2EE, ITIL Service Management, Data Analysis, Performance Reporting, Systems Conversions, OLE Automation, Flex Builder, XPath, JSON, Capital Markets, Visual C#, Problem Management, Root Cause Analysis, XML, WPF Development, Win32 API, Microsoft Visio, Microsoft Excel
Education
University of Arizona, Eller College of Management 2004 — 2008
BSBA
Morgan Stanley December 2013 - Present
Infosys Technologies Ltd May 2008 - Present
Skills
Java, JavaScript, Perl, XSLT, .NET, AJAX, SharePoint, ITIL, Oracle, Web Development, PL/SQL, Java Enterprise Edition, MS Office Automation, Process Automation, DB2/SQL, PHP, Visual C++, Visual Basic, iBatis, Windows Scripting, VBScript, HTML/XML, Struts, J2EE, ITIL Service Management, Data Analysis, Performance Reporting, Systems Conversions, OLE Automation, Flex Builder, XPath, JSON, Capital Markets, Visual C#, Problem Management, Root Cause Analysis, XML, WPF Development, Win32 API, Microsoft Visio, Microsoft Excel
Education
University of Arizona, Eller College of Management 2004 — 2008
BSBA
Nick Branan Nick Branan's Morgan Stanley Experience September 2014 - Present
Job Treasury Capital Markets Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley 2012 - September 2014
Morgan Stanley 2012 - August 2012
Bank of America November 2007 - February 2012
Circuit City April 2004 - October 2007
Skills
Portfolio Management, Analysis, Windows XP/Vista/7,..., speed 60 wpm. DVD/CD..., Financial Planning, Budget Consulting, Staff Training, Asset Valuation, Credit Analysis, Data Gathering, Account Retention, Contract Negotiations, Loan Servicing, Remittance Processing, Trade Compliance, Cost Management, Vendor Management, Market Research, Financial Risk, Financial Forecasting, Strategic Financial..., Business Analysis, Sales, Management, Customer Service, Banking, Risk Management
Education
University of Baltimore 2008 — 2012
Bachelor of Science Degree, Business Management (International Business)
University of Baltimore 2006 — 2011
BS, International Business
CCBC 2004 — 2006
Associate's degree, General Studies
University of Baltimore
Bachelor of Science Degree, Business Management (International Business)
Morgan Stanley September 2014 - Present
Morgan Stanley 2012 - September 2014
Morgan Stanley 2012 - August 2012
Bank of America November 2007 - February 2012
Circuit City April 2004 - October 2007
Skills
Portfolio Management, Analysis, Windows XP/Vista/7,..., speed 60 wpm. DVD/CD..., Financial Planning, Budget Consulting, Staff Training, Asset Valuation, Credit Analysis, Data Gathering, Account Retention, Contract Negotiations, Loan Servicing, Remittance Processing, Trade Compliance, Cost Management, Vendor Management, Market Research, Financial Risk, Financial Forecasting, Strategic Financial..., Business Analysis, Sales, Management, Customer Service, Banking, Risk Management
Education
University of Baltimore 2008 — 2012
Bachelor of Science Degree, Business Management (International Business)
University of Baltimore 2006 — 2011
BS, International Business
CCBC 2004 — 2006
Associate's degree, General Studies
University of Baltimore
Bachelor of Science Degree, Business Management (International Business)
Jason Segal Jason Segal's Morgan Stanley Experience July 2015 - Present
Job Morgan Stanley
Industry
Experience
Morgan Stanley July 2015 - Present
JH Darbie & Co. June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Shaub, Ahmuty, Citrin and Spratt May 2012 - August 2012
Doral Arrowwood June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Microsoft Word, PowerPoint, VBA, Financial Modeling, Investments
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance
Horace Greeley High School 2007 — 2011
Morgan Stanley July 2015 - Present
JH Darbie & Co. June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Shaub, Ahmuty, Citrin and Spratt May 2012 - August 2012
Doral Arrowwood June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Microsoft Word, PowerPoint, VBA, Financial Modeling, Investments
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance
Horace Greeley High School 2007 — 2011
Kevin Appleby Kevin Appleby's Morgan Stanley Experience June 2013 - August 2014
Job Investment Solutions Consultant
Industry Investment Management
Experience
T. Rowe Price August 2014 - Present
Morgan Stanley June 2013 - August 2014
Campbell and Company June 2005 - June 2013
Financial Industry Regulatory Authority March 2003 - June 2005
Legg Mason August 1997 - March 2003
Skills
Fixed Income, Trading, Electronic Trading, Equities, Trading Systems, Securities, Risk Management, Trading Strategies, Investments, SQL, Hedge Funds, Integration, Bloomberg, Data Analysis, Alternative Investments
Education
University of Baltimore
Master of Science, Business/Finance
University of Maryland Baltimore County
Bachelor or Arts, Economics/Finance & Management Science
T. Rowe Price August 2014 - Present
Morgan Stanley June 2013 - August 2014
Campbell and Company June 2005 - June 2013
Financial Industry Regulatory Authority March 2003 - June 2005
Legg Mason August 1997 - March 2003
Skills
Fixed Income, Trading, Electronic Trading, Equities, Trading Systems, Securities, Risk Management, Trading Strategies, Investments, SQL, Hedge Funds, Integration, Bloomberg, Data Analysis, Alternative Investments
Education
University of Baltimore
Master of Science, Business/Finance
University of Maryland Baltimore County
Bachelor or Arts, Economics/Finance & Management Science
Patrick Carrigan, CFA Patrick Carrigan, CFA's Morgan Stanley Experience November 1981 - May 2009
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS May 2009 - Present
Morgan Stanley November 1981 - May 2009
Morgan Stanley November 1981 - May 2009
Education
University of Arkansas at Fayetteville 1976 — 1980
BSBA, Accounting
UBS May 2009 - Present
Morgan Stanley November 1981 - May 2009
Morgan Stanley November 1981 - May 2009
Education
University of Arkansas at Fayetteville 1976 — 1980
BSBA, Accounting
Gabe Cassilly Gabe Cassilly's Morgan Stanley Experience April 2015 - Present
Job Financial Associate
Industry Political Organization
Experience
Morgan Stanley April 2015 - Present
Citizens for Bob Cassilly September 2013 - November 2014
Mentzer Media June 2012 - November 2012
Kohl's E-Distribution Center October 2011 - November 2011
Harford County Government, Harford County, Maryland September 2007 - June 2009
Skills
Research, Budgets, Leadership, Microsoft Office, Teaching, Strategic Planning, Data Analysis, Microsoft Excel, Training, Government, Advertising, Human Resources, Interviews, Nonprofits, Policy, Program Management, Management
Education
University of Baltimore 2009 — 2011
MBA, Business
University of Maryland College Park 2004 — 2007
Bachelors, Psychology
Morgan Stanley April 2015 - Present
Citizens for Bob Cassilly September 2013 - November 2014
Mentzer Media June 2012 - November 2012
Kohl's E-Distribution Center October 2011 - November 2011
Harford County Government, Harford County, Maryland September 2007 - June 2009
Skills
Research, Budgets, Leadership, Microsoft Office, Teaching, Strategic Planning, Data Analysis, Microsoft Excel, Training, Government, Advertising, Human Resources, Interviews, Nonprofits, Policy, Program Management, Management
Education
University of Baltimore 2009 — 2011
MBA, Business
University of Maryland College Park 2004 — 2007
Bachelors, Psychology
Yanjie Lei's Morgan Stanley Experience June 2014 - June 2015
Job Student at the University of Chicago
Industry Financial Services
Experience
Morgan Stanley June 2014 - June 2015
University of Rochester June 2013 - May 2014
Harvest Fund Management June 2012 - August 2012
China Minsheng Banking Corp.ltd June 2011 - September 2011
Microsoft September 2009 - December 2009
Skills
Financial Modeling, Bloomberg, Valuation, Economics, Equity Research, Bloomberg Terminal, DCF, Financial Analysis, Investment Banking, Stata, Capital Markets, Derivatives, Equities, Equity Valuation, Quantitative Analytics, Econometrics, Matlab, Statistics, Fixed Income
Education
The University of Chicago 2015 — 2016
Master of Science in Financial Mathematics, Financial Mathematics
University of Rochester 2012 — 2014
B.S. IN MATHEMATICS & B.A. IN ECONOMICS, Mathematics and Economics
UCSD 2011 — 2012
B.S. IN MATHEMATICS, Mathematics
University of Auckland 2010 — 2011
Bachelor of Commerce (B.Com.), Economics and Finance
Morgan Stanley June 2014 - June 2015
University of Rochester June 2013 - May 2014
Harvest Fund Management June 2012 - August 2012
China Minsheng Banking Corp.ltd June 2011 - September 2011
Microsoft September 2009 - December 2009
Skills
Financial Modeling, Bloomberg, Valuation, Economics, Equity Research, Bloomberg Terminal, DCF, Financial Analysis, Investment Banking, Stata, Capital Markets, Derivatives, Equities, Equity Valuation, Quantitative Analytics, Econometrics, Matlab, Statistics, Fixed Income
Education
The University of Chicago 2015 — 2016
Master of Science in Financial Mathematics, Financial Mathematics
University of Rochester 2012 — 2014
B.S. IN MATHEMATICS & B.A. IN ECONOMICS, Mathematics and Economics
UCSD 2011 — 2012
B.S. IN MATHEMATICS, Mathematics
University of Auckland 2010 — 2011
Bachelor of Commerce (B.Com.), Economics and Finance
Scott Garber's Morgan Stanley Experience May 2014 - November 2014
Job Securities Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Morgan Stanley May 2014 - November 2014
Skills
Business Analysis, Portfolio Management, Microsoft Office, Financial Modeling, Risk Management, Securities, Fixed Income, Investments, Finance, Financial Analysis, Microsoft Excel, Credit, Management
Education
University of Baltimore 2011 — 2013
Bachelor of Science (B.S.), Business Administration-Finance, Cumulative GPA: 3.393
Anne Arundel Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Wells Fargo December 2014 - Present
Morgan Stanley May 2014 - November 2014
Skills
Business Analysis, Portfolio Management, Microsoft Office, Financial Modeling, Risk Management, Securities, Fixed Income, Investments, Finance, Financial Analysis, Microsoft Excel, Credit, Management
Education
University of Baltimore 2011 — 2013
Bachelor of Science (B.S.), Business Administration-Finance, Cumulative GPA: 3.393
Anne Arundel Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Duke Hunt CFP® ChFC Duke Hunt CFP® ChFC's Morgan Stanley Experience 2001 - 2003
Job Registered Principal and Financial Advisor at Capital City Investments and Insurance
Industry Financial Services
Experience
AXA Advisors 2009 - 2012
VALIC 2003 - 2009
Morgan Stanley 2001 - 2003
Education
University of Baltimore 1997 — 2000
Master's degree, Finance, General
University of Maryland College Park 1987 — 1990
Bachelor's degree, Economics
St. Mary's High School Annapolis, MD 1982 — 1986
AXA Advisors 2009 - 2012
VALIC 2003 - 2009
Morgan Stanley 2001 - 2003
Education
University of Baltimore 1997 — 2000
Master's degree, Finance, General
University of Maryland College Park 1987 — 1990
Bachelor's degree, Economics
St. Mary's High School Annapolis, MD 1982 — 1986
Brian Grady Brian Grady's Morgan Stanley Experience January 2003 - July 2008
Job Lead Video Producer, Google
Industry Media Production
Experience
Google May 2013 - Present
Independent Design and Content Development 2005 - April 2015
Deutsche Bank Securities May 2011 - January 2012
Morgan Stanley January 2003 - July 2008
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Morgan Stanley January 1996 - January 1998
Skills
Video, Production, Multimedia, Editorial, Content Creation, Digital Media, Content Development, Social Networking, Media Production, New Media, Content Strategy, Video Production, Film, Creative Direction, Corporate Communications, Product Management, Digital Marketing, Publishing, Strategy, Marketing, Entertainment, Editing, Documentaries, Management, Producing, Leadership
Education
University of Bridgeport 1980 — 1984
BFA, Fine Arts; Painting, Film Making
Google May 2013 - Present
Independent Design and Content Development 2005 - April 2015
Deutsche Bank Securities May 2011 - January 2012
Morgan Stanley January 2003 - July 2008
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Morgan Stanley January 1996 - January 1998
Skills
Video, Production, Multimedia, Editorial, Content Creation, Digital Media, Content Development, Social Networking, Media Production, New Media, Content Strategy, Video Production, Film, Creative Direction, Corporate Communications, Product Management, Digital Marketing, Publishing, Strategy, Marketing, Entertainment, Editing, Documentaries, Management, Producing, Leadership
Education
University of Bridgeport 1980 — 1984
BFA, Fine Arts; Painting, Film Making
Guy Cohen Guy Cohen's Morgan Stanley Experience July 2010 - August 2010
Job Chief Revenue Officer at Wonder
Industry Financial Services
Experience
Wonder August 2015 - Present
Sohn Conference Foundation November 2014 - Present
Seeking Alpha November 2013 - Present
Seeking Alpha July 2014 - August 2015
Seeking Alpha March 2014 - July 2014
Seeking Alpha September 2013 - February 2014
Merrill Lynch October 2012 - July 2013
Morgan Stanley Private Wealth Management June 2011 - October 2012
Grant Thornton LLP August 2010 - August 2010
Morgan Stanley July 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Statistics, Microsoft Excel, Microsoft Word, Data Analysis, Investments, Finance, Accounting, Analysis, Financial Analysis, Mergers & Acquisitions, Event Planning, Wealth Management, Internal Controls, Sales, Financial Modeling, Leadership, Marketing
Education
University of Arizona 2007 — 2011
Bachelor of Science (BS), Accounting
Wonder August 2015 - Present
Sohn Conference Foundation November 2014 - Present
Seeking Alpha November 2013 - Present
Seeking Alpha July 2014 - August 2015
Seeking Alpha March 2014 - July 2014
Seeking Alpha September 2013 - February 2014
Merrill Lynch October 2012 - July 2013
Morgan Stanley Private Wealth Management June 2011 - October 2012
Grant Thornton LLP August 2010 - August 2010
Morgan Stanley July 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Statistics, Microsoft Excel, Microsoft Word, Data Analysis, Investments, Finance, Accounting, Analysis, Financial Analysis, Mergers & Acquisitions, Event Planning, Wealth Management, Internal Controls, Sales, Financial Modeling, Leadership, Marketing
Education
University of Arizona 2007 — 2011
Bachelor of Science (BS), Accounting
Adrian Watkins Adrian Watkins's Morgan Stanley Experience 2000 - 2004
Job Experienced in Sales, Management and Finance
Industry Consumer Services
Experience
ADRIC Cosmeceuticals 2008 - 2013
Bronzed 2 Perfection 2011 - 2012
Examiner.com 2011 - 2012
Smooth Body Lines 2005 - 2008
Morgan Stanley 2000 - 2004
Skills
Entrepreneurship, Skin Care Products, New Business Development, Marketing Strategy, Skin Care, SEO, Blogging, Leadership, Sales Management, Business Development, Lifestyle, Sales, Marketing, Skin, Team Building, Strategic Planning, E-commerce
Education
University of Arkansas
Bachelors, Finance
University of Arkansas
Bachelor of Science (B.S.), Finance
ADRIC Cosmeceuticals 2008 - 2013
Bronzed 2 Perfection 2011 - 2012
Examiner.com 2011 - 2012
Smooth Body Lines 2005 - 2008
Morgan Stanley 2000 - 2004
Skills
Entrepreneurship, Skin Care Products, New Business Development, Marketing Strategy, Skin Care, SEO, Blogging, Leadership, Sales Management, Business Development, Lifestyle, Sales, Marketing, Skin, Team Building, Strategic Planning, E-commerce
Education
University of Arkansas
Bachelors, Finance
University of Arkansas
Bachelor of Science (B.S.), Finance
Ross Bellish Ross Bellish's Morgan Stanley Experience July 2014 - Present
Job Client Service Associate for Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Sleepy Hollow Country Club March 2011 - July 2014
University of Massachusetts Annual Fund May 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Research, Customer Service, Public Speaking, Time Management, Social Media, Event Planning, Economics, Editing
Education
University of Massachusetts, Amherst 2011 — 2014
Bs, Economics
University of Arizona 2010 — 2011
Bachelor of Science (B.S.), Economics
Morgan Stanley July 2014 - Present
Sleepy Hollow Country Club March 2011 - July 2014
University of Massachusetts Annual Fund May 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Research, Customer Service, Public Speaking, Time Management, Social Media, Event Planning, Economics, Editing
Education
University of Massachusetts, Amherst 2011 — 2014
Bs, Economics
University of Arizona 2010 — 2011
Bachelor of Science (B.S.), Economics
Nathan Plett Nathan Plett's Morgan Stanley Experience May 2007 - May 2008
Job Owner at BioOne
Industry Environmental Services
Experience
Bio-One April 2015 - Present
Saint Home Care Scottsdale January 2014 - April 2015
Bio-One January 2011 - December 2013
Dinan & Company June 2008 - June 2011
Morgan Stanley May 2007 - May 2008
Skills
Mergers & Acquisitions, Start-ups, Investment Banking, Private Equity, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Entrepreneurship, Business Development, Asset Management, New Business Development, Business Planning, Strategic Financial..., Business Strategy, Strategic Planning, Competitive Analysis, Data Analysis, Mergers, Strategy
Education
University of Arizona 2004 — 2008
Bachelors, Business Economics and Entrepreneurship
Bio-One April 2015 - Present
Saint Home Care Scottsdale January 2014 - April 2015
Bio-One January 2011 - December 2013
Dinan & Company June 2008 - June 2011
Morgan Stanley May 2007 - May 2008
Skills
Mergers & Acquisitions, Start-ups, Investment Banking, Private Equity, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Entrepreneurship, Business Development, Asset Management, New Business Development, Business Planning, Strategic Financial..., Business Strategy, Strategic Planning, Competitive Analysis, Data Analysis, Mergers, Strategy
Education
University of Arizona 2004 — 2008
Bachelors, Business Economics and Entrepreneurship
Bert Kisselburg Bert Kisselburg's Morgan Stanley Experience January 1996 - January 1997
Job Analyst/Trader at Tradelink Securities
Industry Financial Services
Experience
TradeLink February 2011 - Present
TradeLink January 2009 - January 2011
TradeLink January 2007 - January 2009
TradeLink January 2005 - January 2007
Self - employed January 2001 - November 2004
TradeLink January 1999 - January 2001
TradeLink January 1997 - January 1999
Morgan Stanley January 1996 - January 1997
Skills
Trading, Options, Derivatives, Electronic Trading, Equities, Bloomberg, Trading Strategies, Trading Systems, Proprietary Trading, Fixed Income, Financial Markets, Volatility, Hedging, Commodity, Arbitrage, Market Making, Portfolio Management, FX Options, Series 7, Bloomberg Terminal, Currency, Equity Trading, FX trading, Investments, FINRA, Foreign Exchange, Risk Management, Traders, Futures Trading, Equity Derivatives, Alternative Investments, FX Trading, Securities, Equity Research, Fundamental Analysis, Options Strategies, Investment Strategies, Valuation, Hedge Funds, Financial Risk, Capital Markets
Education
University of Arizona 1991 — 1996
Bachelor's Degree, Finance, General
Dobson High School
TradeLink February 2011 - Present
TradeLink January 2009 - January 2011
TradeLink January 2007 - January 2009
TradeLink January 2005 - January 2007
Self - employed January 2001 - November 2004
TradeLink January 1999 - January 2001
TradeLink January 1997 - January 1999
Morgan Stanley January 1996 - January 1997
Skills
Trading, Options, Derivatives, Electronic Trading, Equities, Bloomberg, Trading Strategies, Trading Systems, Proprietary Trading, Fixed Income, Financial Markets, Volatility, Hedging, Commodity, Arbitrage, Market Making, Portfolio Management, FX Options, Series 7, Bloomberg Terminal, Currency, Equity Trading, FX trading, Investments, FINRA, Foreign Exchange, Risk Management, Traders, Futures Trading, Equity Derivatives, Alternative Investments, FX Trading, Securities, Equity Research, Fundamental Analysis, Options Strategies, Investment Strategies, Valuation, Hedge Funds, Financial Risk, Capital Markets
Education
University of Arizona 1991 — 1996
Bachelor's Degree, Finance, General
Dobson High School
Joe Sherrick Joe Sherrick's Morgan Stanley Experience October 1999 - October 2004
Job OwnerSherrick Builders llcDesign^Build^Manage^Remodel
Industry Construction
Experience
Self-employed November 2012 - Present
Dorman Builders, Inc October 2010 - November 2012
Tabor Design Build, Inc February 2009 - October 2010
Calyber Boatworks 2004 - 2010
Banc of America Investments 2004 - 2006
Morgan Stanley October 1999 - October 2004
Skills
Renovation, Construction, Contractors, Carpentry, Decks, Flooring, Custom Homes, Bathrooms, Cabinetry, Tiles, Interior Design, Builders, Restoration, Space planning, Green Building, Construction Management
Education
Linganore High School
High School Diploma, General Studies
University of Baltimore
BS, Business Administration/Finance
Self-employed November 2012 - Present
Dorman Builders, Inc October 2010 - November 2012
Tabor Design Build, Inc February 2009 - October 2010
Calyber Boatworks 2004 - 2010
Banc of America Investments 2004 - 2006
Morgan Stanley October 1999 - October 2004
Skills
Renovation, Construction, Contractors, Carpentry, Decks, Flooring, Custom Homes, Bathrooms, Cabinetry, Tiles, Interior Design, Builders, Restoration, Space planning, Green Building, Construction Management
Education
Linganore High School
High School Diploma, General Studies
University of Baltimore
BS, Business Administration/Finance
LISA RABATIN, CFP(R) LISA RABATIN, CFP(R)'s Morgan Stanley Experience April 1985 - August 2005
Job Certified Financial Planner Vice President at Simmons First Investment Group, Inc..
Industry Financial Services
Experience
Simmons First Investment Group, Inc. December 2008 - Present
Financial Planning Association of Arkansas January 2011 - December 2012
Northwestern Mutual October 2005 - December 2008
Morgan Stanley April 1985 - August 2005
Skills
Retirement Planning, Investments, Financial Analysis, Certified Financial..., Investment Advisory, R, Estate Planning, Portfolio Management
Education
Mills High School 1973 — 1976
University of Arkansas at Little Rock
Bachelor of Business Administration, Major in Marketing
Simmons First Investment Group, Inc. December 2008 - Present
Financial Planning Association of Arkansas January 2011 - December 2012
Northwestern Mutual October 2005 - December 2008
Morgan Stanley April 1985 - August 2005
Skills
Retirement Planning, Investments, Financial Analysis, Certified Financial..., Investment Advisory, R, Estate Planning, Portfolio Management
Education
Mills High School 1973 — 1976
University of Arkansas at Little Rock
Bachelor of Business Administration, Major in Marketing
Catherine Bader's Morgan Stanley Experience June 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley September 2014 - June 2015
MGA Employee Services June 2014 - July 2014
ZocDoc February 2014 - June 2014
Skills
PowerPoint, Customer Satisfaction, Retail Sales, Microsoft Office, Microsoft Excel, Social Networking, Advertising, Credit Cards, Event Planning, Merchandising, Leadership, Outlook, Social Media Marketing, Teamwork, Marketing, Recruiting, Interviews, Hiring, Access, Networking, Negotiation, Cold Calling, Microsoft Word, Time Management, Facebook, Salesforce.com, Social Media
Education
University of Arizona 2008 — 2013
Bachelor of Arts (BA), General Studies
University of Arizona
Morgan Stanley June 2015 - Present
Morgan Stanley September 2014 - June 2015
MGA Employee Services June 2014 - July 2014
ZocDoc February 2014 - June 2014
Skills
PowerPoint, Customer Satisfaction, Retail Sales, Microsoft Office, Microsoft Excel, Social Networking, Advertising, Credit Cards, Event Planning, Merchandising, Leadership, Outlook, Social Media Marketing, Teamwork, Marketing, Recruiting, Interviews, Hiring, Access, Networking, Negotiation, Cold Calling, Microsoft Word, Time Management, Facebook, Salesforce.com, Social Media
Education
University of Arizona 2008 — 2013
Bachelor of Arts (BA), General Studies
University of Arizona
Rose Pullen's Morgan Stanley Experience January 1979 - December 2001
Job Pullen Financial Services, Inc. Owner
Industry Financial Services
Experience
Pullen Financial Services, Inc. January 2007 - Present
Stephens, Inc. December 2001 - December 2004
Morgan Stanley January 1979 - December 2001
Skills
Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Microsoft Office, Sales Management, Coaching, Project Management, Team Building, Microsoft Excel, Small Business, Wealth Management, Financial Services, Customer Service, Investments, Series 7, Insurance, Strategic Financial...
Education
University of Arkansas at Little Rock 1975 — 1978
University of Arkansas at Little Rock
n/a, Business/Commerce, General
Pullen Financial Services, Inc. January 2007 - Present
Stephens, Inc. December 2001 - December 2004
Morgan Stanley January 1979 - December 2001
Skills
Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Microsoft Office, Sales Management, Coaching, Project Management, Team Building, Microsoft Excel, Small Business, Wealth Management, Financial Services, Customer Service, Investments, Series 7, Insurance, Strategic Financial...
Education
University of Arkansas at Little Rock 1975 — 1978
University of Arkansas at Little Rock
n/a, Business/Commerce, General
Ken Pachmayr Ken Pachmayr's Morgan Stanley Experience May 2004 - December 2004
Job
Industry Writing and Editing
Experience
Novartis August 2012 - December 2012
ICAP December 2011 - February 2012
Direct Edge February 2011 - April 2011
Citi Group September 2010 - January 2011
BNP Paribas July 2008 - August 2010
Banc of America Securities July 2006 - July 2008
Bank of New York Brokerage November 2005 - April 2006
NYK Line June 2005 - November 2005
JP Morgan Chase January 2005 - May 2005
Morgan Stanley May 2004 - December 2004
Skills
Visio, Technical Writing, SharePoint, XML, RoboHelp, Business Analysis, Online Help, Captivate, HTML, PowerPoint, CSS, Office 2010, FrameMaker, Joomla, Adobe Acrobat, Serif's WebPlus X6, Editing, Content Management, Software Documentation, Documentation
Education
Villanova University 2005 — 2005
Certification, Master Certificate in Business Analysis
University of Arkansas at Fayetteville
BA, Journalism
Novartis August 2012 - December 2012
ICAP December 2011 - February 2012
Direct Edge February 2011 - April 2011
Citi Group September 2010 - January 2011
BNP Paribas July 2008 - August 2010
Banc of America Securities July 2006 - July 2008
Bank of New York Brokerage November 2005 - April 2006
NYK Line June 2005 - November 2005
JP Morgan Chase January 2005 - May 2005
Morgan Stanley May 2004 - December 2004
Skills
Visio, Technical Writing, SharePoint, XML, RoboHelp, Business Analysis, Online Help, Captivate, HTML, PowerPoint, CSS, Office 2010, FrameMaker, Joomla, Adobe Acrobat, Serif's WebPlus X6, Editing, Content Management, Software Documentation, Documentation
Education
Villanova University 2005 — 2005
Certification, Master Certificate in Business Analysis
University of Arkansas at Fayetteville
BA, Journalism
Christine Gronwald Christine Gronwald's Morgan Stanley Experience December 2002 - November 2004
Job Development Coordinator at CALS
Industry Marketing and Advertising
Experience
Central Arkansas Library System August 2014 - Present
CARTI June 2011 - July 2014
Limelight Marketing of Arkansas November 2009 - June 2011
360LittleRock July 2008 - November 2009
Crye-Leike Realtors January 2005 - June 2008
Morgan Stanley December 2002 - November 2004
Mangan Holcomb Rainwater Culpepper August 2001 - December 2002
Skills
Sales, Newsletters, Event Planning, Marketing Communications, Marketing, Event Management, Public Relations, Advertising, Social Media Marketing, PowerPoint, Community Outreach, Raiser's Edge, Public Speaking, Newsl, Social Media, Nonprofits, Media Relations, Direct Mail, Editing, Direct Marketing, Marketing Strategy, Facebook, Online Marketing, Email Marketing, Integrated Marketing, Grant Writing, Social Networking, Press Releases
Education
University of Arkansas 1994 — 2000
BA, Communication/Marketing
Central Arkansas Library System August 2014 - Present
CARTI June 2011 - July 2014
Limelight Marketing of Arkansas November 2009 - June 2011
360LittleRock July 2008 - November 2009
Crye-Leike Realtors January 2005 - June 2008
Morgan Stanley December 2002 - November 2004
Mangan Holcomb Rainwater Culpepper August 2001 - December 2002
Skills
Sales, Newsletters, Event Planning, Marketing Communications, Marketing, Event Management, Public Relations, Advertising, Social Media Marketing, PowerPoint, Community Outreach, Raiser's Edge, Public Speaking, Newsl, Social Media, Nonprofits, Media Relations, Direct Mail, Editing, Direct Marketing, Marketing Strategy, Facebook, Online Marketing, Email Marketing, Integrated Marketing, Grant Writing, Social Networking, Press Releases
Education
University of Arkansas 1994 — 2000
BA, Communication/Marketing
Vicki Malpass's Morgan Stanley Experience June 2000 - May 2003
Job Program Officer, Innovate Arkansas
Industry Professional Training & Coaching
Experience
Winrock International February 2008 - Present
Innovate Arkansas February 2008 - Present
Morgan Stanley June 2000 - May 2003
Morgan Stanley May 1995 - June 2000
Education
University of Arkansas at Little Rock 2003 — 2007
BA, English
University of Arkansas at Little Rock 2003 — 2007
BA, Professional & Technical Writing
University of Central Arkansas 1984 — 1986
Benton High School 1982 — 1984
Winrock International February 2008 - Present
Innovate Arkansas February 2008 - Present
Morgan Stanley June 2000 - May 2003
Morgan Stanley May 1995 - June 2000
Education
University of Arkansas at Little Rock 2003 — 2007
BA, English
University of Arkansas at Little Rock 2003 — 2007
BA, Professional & Technical Writing
University of Central Arkansas 1984 — 1986
Benton High School 1982 — 1984
Danielle Boone, CFP® Danielle Boone, CFP®'s Morgan Stanley Experience May 2012 - Present
Job Senior Registered Associate The Rapkin Hersch Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Morgan Stanley Smith Barney 2006 - Present
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Uniform Combined State..., Alternative Investments, Investments, FINRA, Securities, Equities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Fixed Income, Investment Advisory
Education
University of Arizona 1998 — 2002
BA, History
Mercer Island High School
Morgan Stanley May 2012 - Present
Morgan Stanley Smith Barney 2006 - Present
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Uniform Combined State..., Alternative Investments, Investments, FINRA, Securities, Equities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Fixed Income, Investment Advisory
Education
University of Arizona 1998 — 2002
BA, History
Mercer Island High School
Wesley Previant Wesley Previant's Morgan Stanley Experience April 2012 - June 2014
Job Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Selina Chan, MBA Selina Chan, MBA's Morgan Stanley Experience October 2004 - September 2005
Job Retirement Consultant at Stanford Hospital and Clinic
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2011 - Present
Mass Mutual April 2010 - March 2011
Principal Financial Group October 2005 - June 2009
Morgan Stanley October 2004 - September 2005
East West Bank September 2003 - June 2004
LUCENT TECHNOLOGIES June 2000 - August 2001
Siemens AG May 1999 - August 1999
Skills
Cross-functional Team..., Business Development, Management, Leadership, Product Marketing, Retirement Planning, CRM, New Business Development, Sales, Marketing, Market Research, Analysis, Financial Services, Portfolio Management, Retirement, Mutual Funds, Series 7, Insurance
Education
Walton College of Business 2002 — 2003
M.B.A.
University of Arkansas 1995 — 2000
B.S.
Transamerica Retirement Solutions June 2011 - Present
Mass Mutual April 2010 - March 2011
Principal Financial Group October 2005 - June 2009
Morgan Stanley October 2004 - September 2005
East West Bank September 2003 - June 2004
LUCENT TECHNOLOGIES June 2000 - August 2001
Siemens AG May 1999 - August 1999
Skills
Cross-functional Team..., Business Development, Management, Leadership, Product Marketing, Retirement Planning, CRM, New Business Development, Sales, Marketing, Market Research, Analysis, Financial Services, Portfolio Management, Retirement, Mutual Funds, Series 7, Insurance
Education
Walton College of Business 2002 — 2003
M.B.A.
University of Arkansas 1995 — 2000
B.S.
Christopher Pettis's Morgan Stanley Experience July 2011 - March 2013
Job Vice President, Account Reference Data at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan April 2013 - Present
Morgan Stanley July 2011 - March 2013
Morgan Stanley January 2011 - June 2011
Morgan Stanley January 2008 - January 2011
Morgan Stanley January 2005 - January 2008
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Middle Office, Fixed Income, Equities, Securities, Alternative Investments, Settlement, Trading Systems, Financial Services, Investment Banking, Back Office, Financial Risk, Investments
Education
University of Baltimore/Towson University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of Baltimore 2006 — 2008
Bachelor's of Science, Business Management - Accounting
J.P. Morgan January 2015 - Present
J.P. Morgan April 2013 - Present
Morgan Stanley July 2011 - March 2013
Morgan Stanley January 2011 - June 2011
Morgan Stanley January 2008 - January 2011
Morgan Stanley January 2005 - January 2008
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Middle Office, Fixed Income, Equities, Securities, Alternative Investments, Settlement, Trading Systems, Financial Services, Investment Banking, Back Office, Financial Risk, Investments
Education
University of Baltimore/Towson University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of Baltimore 2006 — 2008
Bachelor's of Science, Business Management - Accounting
Nicholas Gioioso's Morgan Stanley Experience September 2013 - March 2015
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - March 2015
Fulbright Commission of the Austrian Federal Ministry for Education, Arts & Culture (bm:ukk) October 2012 - June 2013
Universidad Nacional de Río Cuarto May 2011 - August 2011
Holy Trinity College May 2010 - July 2010
Skills
Microsoft Office, Stata, Phi Beta Kappa, English, Research, PowerPoint, Teaching, Microsoft Excel, Spanish, Statistics, Data Analysis, Leadership
Education
Washington and Lee University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Spanish Language, Magna Cum Laude
Universität Bayreuth / University of Bayreuth
Morgan Stanley September 2013 - March 2015
Fulbright Commission of the Austrian Federal Ministry for Education, Arts & Culture (bm:ukk) October 2012 - June 2013
Universidad Nacional de Río Cuarto May 2011 - August 2011
Holy Trinity College May 2010 - July 2010
Skills
Microsoft Office, Stata, Phi Beta Kappa, English, Research, PowerPoint, Teaching, Microsoft Excel, Spanish, Statistics, Data Analysis, Leadership
Education
Washington and Lee University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Spanish Language, Magna Cum Laude
Universität Bayreuth / University of Bayreuth
Jonathan D. B. Sears Jonathan D. B. Sears's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Walker & Dunlop March 2013 - April 2014
Wells Fargo March 2010 - December 2011
Wells Fargo October 2008 - February 2010
Skills
Mortgage Lending, Loan Servicing, Finance, Banking, Credit, Loans, Investor Reporting, Financial Modeling, Risk Management, Securities
Education
University of East London 2012 — 2013
Master of Business Administration (MBA), International Business, Merit
University of Arizona 2004 — 2008
Political Science, Business Administration, East Asian Studies
Richmond, The American University in London 2007 — 2007
St. Albans School 1994 — 2004
High School Diploma
Morgan Stanley June 2014 - Present
Walker & Dunlop March 2013 - April 2014
Wells Fargo March 2010 - December 2011
Wells Fargo October 2008 - February 2010
Skills
Mortgage Lending, Loan Servicing, Finance, Banking, Credit, Loans, Investor Reporting, Financial Modeling, Risk Management, Securities
Education
University of East London 2012 — 2013
Master of Business Administration (MBA), International Business, Merit
University of Arizona 2004 — 2008
Political Science, Business Administration, East Asian Studies
Richmond, The American University in London 2007 — 2007
St. Albans School 1994 — 2004
High School Diploma
Brett Sollers Brett Sollers's Morgan Stanley Experience August 2006 - March 2010
Job Account Executive at LawRoom
Industry Internet
Experience
LawRoom February 2015 - Present
Fastly April 2014 - November 2014
Rocket Lawyer, Inc April 2012 - March 2014
Rocket Lawyer, Inc September 2011 - April 2012
Merrill Lynch March 2010 - September 2011
Morgan Stanley August 2006 - March 2010
Skills
Salesforce.com, Financial Modeling, Venture Capital, Series 7, Series 63, Investments, Business Development, Competitive Analysis, Lead Generation, Wealth Management, SaaS, Sales, Direct Sales, New Business Development, Strategic Partnerships, Finance, Strategy, Start-ups, CRM, Analytics
Education
University of Arizona 2001 — 2006
Bachelor of Arts, Communication
LawRoom February 2015 - Present
Fastly April 2014 - November 2014
Rocket Lawyer, Inc April 2012 - March 2014
Rocket Lawyer, Inc September 2011 - April 2012
Merrill Lynch March 2010 - September 2011
Morgan Stanley August 2006 - March 2010
Skills
Salesforce.com, Financial Modeling, Venture Capital, Series 7, Series 63, Investments, Business Development, Competitive Analysis, Lead Generation, Wealth Management, SaaS, Sales, Direct Sales, New Business Development, Strategic Partnerships, Finance, Strategy, Start-ups, CRM, Analytics
Education
University of Arizona 2001 — 2006
Bachelor of Arts, Communication
Thomas Pallone Thomas Pallone's Morgan Stanley Experience April 2015 - Present
Job Associate, OTC TSG at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley (Pride Technologies Temp Agency) February 2012 - June 2012
Skills
Equities, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Microsoft Office, Capital Markets, Microsoft Excel, Options, Hedge Funds, Risk Management, Finance, Investment Banking, Financial Services
Education
University of Baltimore
Bachelor of Science (B.S.), Finance
Morgan Stanley April 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley (Pride Technologies Temp Agency) February 2012 - June 2012
Skills
Equities, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Microsoft Office, Capital Markets, Microsoft Excel, Options, Hedge Funds, Risk Management, Finance, Investment Banking, Financial Services
Education
University of Baltimore
Bachelor of Science (B.S.), Finance
Theodore Shipley Troth Theodore Shipley Troth's Morgan Stanley Experience 2000 - 2003
Job Managing Partner at Extropy Investments
Industry Venture Capital & Private Equity
Experience
HSBC 2007 - 2009
JPMorgan Chase 2003 - 2006
Morgan Stanley 2000 - 2003
Skills
Film, Trading, Creative Writing
Education
University of Arizona 1993 — 1996
Bachelor's degree, Economics
Kent
HSBC 2007 - 2009
JPMorgan Chase 2003 - 2006
Morgan Stanley 2000 - 2003
Skills
Film, Trading, Creative Writing
Education
University of Arizona 1993 — 1996
Bachelor's degree, Economics
Kent
Scott Crossett Scott Crossett's Morgan Stanley Experience February 2002 - 2007
Job Partner, Sr. Executive Recruiter for the Consumer Goods Industry at Cameron Smith & Associates
Industry Staffing and Recruiting
Experience
Cameron Smith & Associates, Inc. July 2007 - Present
Cameron Smith & Associates, Inc. July 2007 - July 2012
Morgan Stanley February 2002 - 2007
Skills
Recruiting, Executive Search, Vendor Relations, Leadership, Wal-Mart, Management, Retail, Consumer Products, Forecasting, Account Management, Shopper Marketing, CPFR, New Business Development, Customer Insight, Category Management, Consumer Insights, Business Analysis, Nielsen
Education
University of Arkansas 1997 — 2001
B.S., Financial Management
Cameron Smith & Associates, Inc. July 2007 - Present
Cameron Smith & Associates, Inc. July 2007 - July 2012
Morgan Stanley February 2002 - 2007
Skills
Recruiting, Executive Search, Vendor Relations, Leadership, Wal-Mart, Management, Retail, Consumer Products, Forecasting, Account Management, Shopper Marketing, CPFR, New Business Development, Customer Insight, Category Management, Consumer Insights, Business Analysis, Nielsen
Education
University of Arkansas 1997 — 2001
B.S., Financial Management
Brandon Ferges's Morgan Stanley Experience August 2014 - Present
Job Business Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley March 2008 - Present
Morgan Stanley November 2011 - August 2014
Citigroup Global Markets, Inc March 2008 - March 2010
Trowe Price April 2007 - October 2007
University of Phoenix/Apollo Inc August 2005 - April 2007
Skills
Financial Analysis, Finance, Microsoft Office, Customer Service, Analysis, Microsoft Excel, PowerPoint, Accounting, Data Analysis, Investments, Account Reconciliation
Education
University of Baltimore 2011 — 2014
Real Estate Development
University of Phoenix 2005 — 2008
Finance and Financial Management Services
GBBR School of Real Estate
Morgan Stanley August 2014 - Present
Morgan Stanley March 2008 - Present
Morgan Stanley November 2011 - August 2014
Citigroup Global Markets, Inc March 2008 - March 2010
Trowe Price April 2007 - October 2007
University of Phoenix/Apollo Inc August 2005 - April 2007
Skills
Financial Analysis, Finance, Microsoft Office, Customer Service, Analysis, Microsoft Excel, PowerPoint, Accounting, Data Analysis, Investments, Account Reconciliation
Education
University of Baltimore 2011 — 2014
Real Estate Development
University of Phoenix 2005 — 2008
Finance and Financial Management Services
GBBR School of Real Estate
Adam Hirsch's Morgan Stanley Experience May 2005 - May 2006
Job VP Market strategies
Industry Banking
Experience
Wedbush September 2007 - Present
Morgan Stanley May 2005 - May 2006
Skills
Series 7, Equities, Investment Banking, Bloomberg, Equity Research, Financial Modeling, Portfolio Management, Investments, Securities, Series 63
Education
University of Arizona 2001 — 2005
Bachelor's degree, Finance, General
Wedbush September 2007 - Present
Morgan Stanley May 2005 - May 2006
Skills
Series 7, Equities, Investment Banking, Bloomberg, Equity Research, Financial Modeling, Portfolio Management, Investments, Securities, Series 63
Education
University of Arizona 2001 — 2005
Bachelor's degree, Finance, General
John Haase, CIMA's Morgan Stanley Experience June 2007 - June 2010
Job Head of Marketing at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
Eric Fuentes's Morgan Stanley Experience April 2001 - June 2006
Job Systems Engineer | Project Manager at Entegration Inc
Industry Information Technology and Services
Experience
Entegration Inc February 2009 - Present
Xerox May 2010 - December 2011
Consoildated Carpet Associates, LLC August 2007 - January 2009
McKesson Provider Technologies May 2006 - July 2007
Morgan Stanley April 2001 - June 2006
PSEG 1997 - 2001
Public Service Enterprise Group 1997 - 2000
Skills
Servers, IT Strategy, Disaster Recovery, Windows Server, Project Management, IT Operations, IT Service Management, Citrix, VMware, Virtualization, Active Directory, Enterprise Architecture, Data Center, Firewalls, IT Management, ITIL, Information Security, Microsoft Exchange, Security, Network Security, Software Documentation, SharePoint, System Administration, VPN, Vendor Management, Visio, Windows
Education
University of Bridgeport 1996 — 1998
Columbia H.S. 1992 — 1996
Our Lady of Sorrows
Entegration Inc February 2009 - Present
Xerox May 2010 - December 2011
Consoildated Carpet Associates, LLC August 2007 - January 2009
McKesson Provider Technologies May 2006 - July 2007
Morgan Stanley April 2001 - June 2006
PSEG 1997 - 2001
Public Service Enterprise Group 1997 - 2000
Skills
Servers, IT Strategy, Disaster Recovery, Windows Server, Project Management, IT Operations, IT Service Management, Citrix, VMware, Virtualization, Active Directory, Enterprise Architecture, Data Center, Firewalls, IT Management, ITIL, Information Security, Microsoft Exchange, Security, Network Security, Software Documentation, SharePoint, System Administration, VPN, Vendor Management, Visio, Windows
Education
University of Bridgeport 1996 — 1998
Columbia H.S. 1992 — 1996
Our Lady of Sorrows
Lena Dalbey's Morgan Stanley Experience 2000 - 2002
Job Managing Partner at JDB Capital Partners
Industry Investment Banking
Experience
JDB Capital Partners (Investment Banking) June 2007 - Present
Morgan Stanley 2000 - 2002
Montgomery Securities 1997 - 2000
Salomon Brothers 1993 - 1997
Skills
Mergers, Acquisitions, Capital Raising, Private Equity, Restructuring, Equity Valuation, Broker-Dealer, Capital Structure
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Arizona 1984 — 1988
BS, Finance
JDB Capital Partners (Investment Banking) June 2007 - Present
Morgan Stanley 2000 - 2002
Montgomery Securities 1997 - 2000
Salomon Brothers 1993 - 1997
Skills
Mergers, Acquisitions, Capital Raising, Private Equity, Restructuring, Equity Valuation, Broker-Dealer, Capital Structure
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Arizona 1984 — 1988
BS, Finance
Erik Orellana's Morgan Stanley Experience 2002 - 2003
Job AP Coordinator/Analyst at ColliersInternational
Industry Accounting
Experience
Colliers-International April 2012 - Present
NexCen Brands Inc. June 2007 - October 2010
NexCen Brands, Inc. 2008 - 2010
Morgan Stanley 2002 - 2003
Skills
Financial Reporting, Accounting, Outlook, Microsoft Excel, Accounts Payable, Microsoft Word, Sarbanes-Oxley Act, Microsoft Office, Forecasting, Financial Modeling, Financial Analysis, Strategic Planning, Account Reconciliation, SEC filings, General Ledger, Accounts Receivable, Project Management, Financial Accounting, Payroll, Finance, Customer Service, Auditing, Budgets, Business Analysis
Education
University of Arizona 1998 — 2001
Bachelor's degree, English Language and Literature, General
Colliers-International April 2012 - Present
NexCen Brands Inc. June 2007 - October 2010
NexCen Brands, Inc. 2008 - 2010
Morgan Stanley 2002 - 2003
Skills
Financial Reporting, Accounting, Outlook, Microsoft Excel, Accounts Payable, Microsoft Word, Sarbanes-Oxley Act, Microsoft Office, Forecasting, Financial Modeling, Financial Analysis, Strategic Planning, Account Reconciliation, SEC filings, General Ledger, Accounts Receivable, Project Management, Financial Accounting, Payroll, Finance, Customer Service, Auditing, Budgets, Business Analysis
Education
University of Arizona 1998 — 2001
Bachelor's degree, English Language and Literature, General
Olga Golumbovski's Morgan Stanley Experience June 2000 - November 2007
Job Manages Corporate Social Responsibility (CSR) at Astellas Pharma US
Industry Events Services
Experience
Astellas Pharma May 2014 - Present
Astellas Pharma July 2008 - May 2014
Morgan Stanley June 2000 - November 2007
Skills
Cross-functional Team..., Project Management, Strategic Planning, Event Management, Corporate Communications, Marketing Strategy, Marketing
Education
University of Arizona 1993 — 1998
BA, Creative Writing and Spanish
Astellas Pharma May 2014 - Present
Astellas Pharma July 2008 - May 2014
Morgan Stanley June 2000 - November 2007
Skills
Cross-functional Team..., Project Management, Strategic Planning, Event Management, Corporate Communications, Marketing Strategy, Marketing
Education
University of Arizona 1993 — 1998
BA, Creative Writing and Spanish
Jonathan Coker's Morgan Stanley Experience December 2004 - April 2006
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2009 - Present
Merrill Lynch April 2006 - January 2009
Morgan Stanley December 2004 - April 2006
Morgan Stanley March 2004 - December 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement, Investments, Life Insurance, Wealth Management..., Financial Goals, Insurance, 401k Rollovers, Retirement Planning, IRAs, Wealth Management, ETFs, Mutual Funds, 401k, Fixed Annuities, Equities, Investment Strategies
Education
University of Arkansas at Little Rock 2003 — 2004
MBA, Finance and Investments
University of Central Arkansas 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Raymond James January 2009 - Present
Merrill Lynch April 2006 - January 2009
Morgan Stanley December 2004 - April 2006
Morgan Stanley March 2004 - December 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement, Investments, Life Insurance, Wealth Management..., Financial Goals, Insurance, 401k Rollovers, Retirement Planning, IRAs, Wealth Management, ETFs, Mutual Funds, 401k, Fixed Annuities, Equities, Investment Strategies
Education
University of Arkansas at Little Rock 2003 — 2004
MBA, Finance and Investments
University of Central Arkansas 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Tina Jurman's Morgan Stanley Experience 1999 - August 2002
Job Due Diligence Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2010 - Present
Bear Stearns February 2004 - February 2009
Bank of America 2002 - February 2004
Morgan Stanley 1999 - August 2002
Mercury Asset Management June 1996 - April 1999
RCB Trust Co. 1988 - May 1995
Skills
Asset Management, Investment Management, Alternative Investments, Due Diligence, Investments, Equities, Asset Allocation, Finance, Hedge Funds, Fixed Income, Mutual Funds, Securities, Capital Markets, Financial Services, Portfolio Management
Education
University of Bridgeport 1990 — 1994
MBA, International Business
University of Massachusetts, Amherst 1984 — 1988
1988, Finance
Legg Mason July 2010 - Present
Bear Stearns February 2004 - February 2009
Bank of America 2002 - February 2004
Morgan Stanley 1999 - August 2002
Mercury Asset Management June 1996 - April 1999
RCB Trust Co. 1988 - May 1995
Skills
Asset Management, Investment Management, Alternative Investments, Due Diligence, Investments, Equities, Asset Allocation, Finance, Hedge Funds, Fixed Income, Mutual Funds, Securities, Capital Markets, Financial Services, Portfolio Management
Education
University of Bridgeport 1990 — 1994
MBA, International Business
University of Massachusetts, Amherst 1984 — 1988
1988, Finance
Asif Baig's Morgan Stanley Experience June 2012 - April 2015
Job Vice President at Citi
Industry Banking
Experience
Citi April 2015 - Present
Morgan Stanley June 2012 - April 2015
UBS Investment Bank March 2005 - June 2012
Skills
Derivatives, Hedge Funds, Fixed Income, Investment Banking, Middle Office, Financial Analysis, Valuation, Finance, Equities, Capital Markets, FX Options, Credit Derivatives, Bloomberg
Education
University of Bridgeport 2001 — 2003
MBA, Finance
Citi April 2015 - Present
Morgan Stanley June 2012 - April 2015
UBS Investment Bank March 2005 - June 2012
Skills
Derivatives, Hedge Funds, Fixed Income, Investment Banking, Middle Office, Financial Analysis, Valuation, Finance, Equities, Capital Markets, FX Options, Credit Derivatives, Bloomberg
Education
University of Bridgeport 2001 — 2003
MBA, Finance
Andrew Benzinger's Morgan Stanley Experience August 2007 - December 2007
Job Business Development at Evergreen Enterprises
Industry Consumer Goods
Experience
Evergreen Enterprises January 2014 - Present
Evergreen Enterprises September 2011 - Present
Huntington National Bank November 2009 - September 2011
AXA Advisors August 2008 - November 2009
Turnstyle Tickets January 2007 - May 2009
Morgan Stanley August 2007 - December 2007
Delphi May 2006 - August 2006
Skills
Financial Analysis, Account Management, Sales, Forecasting, Microsoft Excel, Marketing, Financial Modeling, Strategic Planning, Microsoft Office
Education
University of Dayton 2004 — 2008
Finance, Finance - Investments
University of Augsburg
Evergreen Enterprises January 2014 - Present
Evergreen Enterprises September 2011 - Present
Huntington National Bank November 2009 - September 2011
AXA Advisors August 2008 - November 2009
Turnstyle Tickets January 2007 - May 2009
Morgan Stanley August 2007 - December 2007
Delphi May 2006 - August 2006
Skills
Financial Analysis, Account Management, Sales, Forecasting, Microsoft Excel, Marketing, Financial Modeling, Strategic Planning, Microsoft Office
Education
University of Dayton 2004 — 2008
Finance, Finance - Investments
University of Augsburg
Muhammad Huzaifa's Morgan Stanley Experience August 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Jacob Frnace Institute May 2012 - July 2012
Meezan Bank Limited May 2010 - June 2012
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Islamic Finance, Corporate Finance, Equity Research, Credit Risk, Financial Economics, Financial Engineering, Portfolio Management, Financial Management..., Economics, Project Management, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Finance, Banking, Credit, Market Research, Risk Management, Credit Analysis, Financial Risk
Education
University of Baltimore Merrick School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Lahore School Of Economics 2006 — 2010
Bachelor's of Science, Economics and Finance
Morgan Stanley August 2015 - Present
Jacob Frnace Institute May 2012 - July 2012
Meezan Bank Limited May 2010 - June 2012
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Islamic Finance, Corporate Finance, Equity Research, Credit Risk, Financial Economics, Financial Engineering, Portfolio Management, Financial Management..., Economics, Project Management, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Finance, Banking, Credit, Market Research, Risk Management, Credit Analysis, Financial Risk
Education
University of Baltimore Merrick School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Lahore School Of Economics 2006 — 2010
Bachelor's of Science, Economics and Finance
Rodney George's Morgan Stanley Experience May 1994 - September 1999
Job CEO, Hire Power, LLC
Industry Financial Services
Experience
Hire Power, LLC July 2006 - Present
CEG Worldwide 2007 - 2008
Smith Barney November 2001 - May 2006
First Union Securities September 1999 - November 2001
Morgan Stanley May 1994 - September 1999
Prudential Securities May 1992 - May 1994
Education
University of Arkansas at Little Rock 1970 — 1975
Hire Power, LLC July 2006 - Present
CEG Worldwide 2007 - 2008
Smith Barney November 2001 - May 2006
First Union Securities September 1999 - November 2001
Morgan Stanley May 1994 - September 1999
Prudential Securities May 1992 - May 1994
Education
University of Arkansas at Little Rock 1970 — 1975
Richard Payton's Morgan Stanley Experience April 2000 - July 2013
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Morgan Stanley April 2000 - July 2013
A.G. Edwards & Sons, Inc. August 1990 - April 2000
Skills
Finance, Insurance, Asset Allocation, Fixed Annuities, Bonds, ETFs, Mutual Funds, Stocks, Annuities
Education
University of Arkansas
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC July 2013 - Present
Morgan Stanley April 2000 - July 2013
A.G. Edwards & Sons, Inc. August 1990 - April 2000
Skills
Finance, Insurance, Asset Allocation, Fixed Annuities, Bonds, ETFs, Mutual Funds, Stocks, Annuities
Education
University of Arkansas
Bachelor of Arts (B.A.)
Charles Kreps's Morgan Stanley Experience August 2004 - December 2005
Job Allstate
Industry Insurance
Experience
Allstate June 2014 - Present
Blue 3 Productions September 2010 - September 2013
Merrill Lynch December 2005 - June 2009
Morgan Stanley August 2004 - December 2005
Skills
Account Management, Customer Service, Budgets, Financial Analysis, Financial Reporting, Insurance, Investments, Management, Marketing, Microsoft Excel, Operations Management, Microsoft Office, Sales, Strategic Planning
Education
University of Arkansas 2000 — 2004
Bachelor's, Finance
Allstate June 2014 - Present
Blue 3 Productions September 2010 - September 2013
Merrill Lynch December 2005 - June 2009
Morgan Stanley August 2004 - December 2005
Skills
Account Management, Customer Service, Budgets, Financial Analysis, Financial Reporting, Insurance, Investments, Management, Marketing, Microsoft Excel, Operations Management, Microsoft Office, Sales, Strategic Planning
Education
University of Arkansas 2000 — 2004
Bachelor's, Finance
Matthew Kalstein's Morgan Stanley Experience August 2015 - Present
Job Project Manager/Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
T. Rowe Price November 2013 - August 2015
T Rowe Price October 2010 - October 2013
T. Rowe Price November 2009 - October 2010
T. Rowe Price June 2008 - October 2009
Skills
Series 7, Mutual Funds, Series 63, Series 6, 401k, Asset Allocation, Financial Services
Education
University of Baltimore 2010 — 2013
MBA, General
University of Maryland College Park 2003 — 2007
Bachelor's, Finance
Morgan Stanley August 2015 - Present
T. Rowe Price November 2013 - August 2015
T Rowe Price October 2010 - October 2013
T. Rowe Price November 2009 - October 2010
T. Rowe Price June 2008 - October 2009
Skills
Series 7, Mutual Funds, Series 63, Series 6, 401k, Asset Allocation, Financial Services
Education
University of Baltimore 2010 — 2013
MBA, General
University of Maryland College Park 2003 — 2007
Bachelor's, Finance
Matthew M. Meyer's Morgan Stanley Experience February 1996 - June 2011
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2011 - Present
Morgan Stanley February 1996 - June 2011
Education
University of Arizona 1992 — 1994
Bachelor of Science (BS), Agricultural Economics
University of Colorado at Boulder 1989 — 1992
Cate School 1985 — 1989
High School
UBS Wealth Management June 2011 - Present
Morgan Stanley February 1996 - June 2011
Education
University of Arizona 1992 — 1994
Bachelor of Science (BS), Agricultural Economics
University of Colorado at Boulder 1989 — 1992
Cate School 1985 — 1989
High School
Don Haight's Morgan Stanley Experience March 2001 - December 2004
Job Consultant at RBS
Industry Financial Services
Experience
RBS September 2006 - Present
Morgan Stanley March 2001 - December 2004
RBS Greenwich Capital July 1997 - December 2000
Education
University of Bridgeport 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
RBS September 2006 - Present
Morgan Stanley March 2001 - December 2004
RBS Greenwich Capital July 1997 - December 2000
Education
University of Bridgeport 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Ariya Pejouhesh's Morgan Stanley Experience July 2007 - April 2011
Job Senior Financial Advisor | Vice President | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Morgan Stanley July 2007 - April 2011
UBS February 2005 - May 2007
Skills
Investments, Estate Planning, Retirement Planning, Financial Planning, Banking, Lines Of Credit
Education
University of San Francisco 2004 — 2007
Bachelor's degree, Finance
University of Arizona 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 2011 - Present
Morgan Stanley July 2007 - April 2011
UBS February 2005 - May 2007
Skills
Investments, Estate Planning, Retirement Planning, Financial Planning, Banking, Lines Of Credit
Education
University of San Francisco 2004 — 2007
Bachelor's degree, Finance
University of Arizona 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Gregory M Entringer's Morgan Stanley Experience May 2006 - August 2011
Job Management Consultant
Industry Information Technology and Services
Experience
Scottrade December 2011 - August 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley July 1999 - May 2006
Guy Carpenter 1995 - 1995
American Re-Insurance 1994 - 1994
Merrill Lynch 1991 - 1994
Skills
SDLC, Process Improvement, Derivatives, Quality Assurance, Investment Banking, Project Management, Team Building, Fixed Income, Equities, Capital Markets, Vendor Management, Risk Management, Business Analysis, Securities, Portfolio Management, Program Management, Trading, Asset Managment, Hedge Funds, Testing, Banking, Due Diligence, Valuation, Business Process..., Investments, Financial Services, Trading Systems
Education
Villanova University
Masters of Business Administration, Finance
University of Arizona
BA, Political Science
Millbrook School
High School Diploma
Scottrade December 2011 - August 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley July 1999 - May 2006
Guy Carpenter 1995 - 1995
American Re-Insurance 1994 - 1994
Merrill Lynch 1991 - 1994
Skills
SDLC, Process Improvement, Derivatives, Quality Assurance, Investment Banking, Project Management, Team Building, Fixed Income, Equities, Capital Markets, Vendor Management, Risk Management, Business Analysis, Securities, Portfolio Management, Program Management, Trading, Asset Managment, Hedge Funds, Testing, Banking, Due Diligence, Valuation, Business Process..., Investments, Financial Services, Trading Systems
Education
Villanova University
Masters of Business Administration, Finance
University of Arizona
BA, Political Science
Millbrook School
High School Diploma
Garth Williams's Morgan Stanley Experience May 1993 - March 2007
Job CFO at Kroll Advisory Solutions
Industry Security and Investigations
Experience
Kroll February 2013 - Present
Kroll Advisory Solutions February 2013 - Present
American Tower August 2010 - August 2012
JP Morgan June 2007 - February 2009
Morgan Stanley May 1993 - March 2007
Blake Dawson Waldron 1992 - 1993
Skills
Mergers & Acquisitions, Investor Relations, Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Valuation, IPO, Corporate Finance, Private Equity, Financial Structuring, Due Diligence, Hedge Funds, Leveraged Finance, Mergers, Fixed Income, Securities, Equities, Derivatives, Structured Products, Restructuring, ABS, CDO, CMBS, CLO, MBS, Treasury Services, International, Financial Accounting, Member of AICPA, Bankruptcy Ch11, Debt Restructuring
Education
Kings College 1982 — 1986
University of Melbourne 1990 — 1992
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law
University of Auckland 1987 — 1989
Bachelor of Commerce, Accounting and Finance
Mellons Bay Primary
Kroll February 2013 - Present
Kroll Advisory Solutions February 2013 - Present
American Tower August 2010 - August 2012
JP Morgan June 2007 - February 2009
Morgan Stanley May 1993 - March 2007
Blake Dawson Waldron 1992 - 1993
Skills
Mergers & Acquisitions, Investor Relations, Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Valuation, IPO, Corporate Finance, Private Equity, Financial Structuring, Due Diligence, Hedge Funds, Leveraged Finance, Mergers, Fixed Income, Securities, Equities, Derivatives, Structured Products, Restructuring, ABS, CDO, CMBS, CLO, MBS, Treasury Services, International, Financial Accounting, Member of AICPA, Bankruptcy Ch11, Debt Restructuring
Education
Kings College 1982 — 1986
University of Melbourne 1990 — 1992
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law
University of Auckland 1987 — 1989
Bachelor of Commerce, Accounting and Finance
Mellons Bay Primary
Bobby Zengel's Morgan Stanley Experience May 2010 - December 2010
Job Procurement Card Program Administrator & Buyer at Towson University
Industry Financial Services
Experience
Towson University July 2013 - Present
Towson University January 2012 - July 2013
Department of Social Services, Harford County September 2010 - January 2012
Morgan Stanley May 2010 - December 2010
United States Air Force November 2001 - February 2008
Yaffe & Company January 2007 - May 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Outlook, PowerPoint, Research, Microsoft Word, Access, Analysis, Financial Reporting, Windows, Financial Analysis, Software Documentation, Data Analysis, Management, Government Procurement
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, 4.0 GPA
University of Baltimore 2008 — 2009
Bacholers of Science, Finance, Business Administration, 3.8 GPA
Towson University July 2013 - Present
Towson University January 2012 - July 2013
Department of Social Services, Harford County September 2010 - January 2012
Morgan Stanley May 2010 - December 2010
United States Air Force November 2001 - February 2008
Yaffe & Company January 2007 - May 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Outlook, PowerPoint, Research, Microsoft Word, Access, Analysis, Financial Reporting, Windows, Financial Analysis, Software Documentation, Data Analysis, Management, Government Procurement
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, 4.0 GPA
University of Baltimore 2008 — 2009
Bacholers of Science, Finance, Business Administration, 3.8 GPA
Charlie Koehn's Morgan Stanley Experience April 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Deepthi Muppalaneni's Morgan Stanley Experience August 2010 - June 2011
Job Business Intelligence Business Objects Lead
Industry Computer Software
Experience
Shire Pharmaceuticals June 2011 - Present
Morgan Stanley August 2010 - June 2011
Health Guru Media Inc. November 2009 - August 2010
Sigma Analytics Inc January 2009 - November 2009
University of Bridgeport January 2008 - December 2008
Skills
Business Objects, Data Warehousing, SQL, ETL, Microsoft SQL Server, Oracle, PL/SQL, Business Intelligence, Data Modeling, Crystal Reports, SDLC, Informatica, Data Migration, SSRS, SSIS, Business Analysis, Unix, Requirements Analysis, Java
Education
University of Bridgeport
Master's degree, Computer Science
Bapatla Engineering College
Bachelor's degree, Computer Science Engineering
Shire Pharmaceuticals June 2011 - Present
Morgan Stanley August 2010 - June 2011
Health Guru Media Inc. November 2009 - August 2010
Sigma Analytics Inc January 2009 - November 2009
University of Bridgeport January 2008 - December 2008
Skills
Business Objects, Data Warehousing, SQL, ETL, Microsoft SQL Server, Oracle, PL/SQL, Business Intelligence, Data Modeling, Crystal Reports, SDLC, Informatica, Data Migration, SSRS, SSIS, Business Analysis, Unix, Requirements Analysis, Java
Education
University of Bridgeport
Master's degree, Computer Science
Bapatla Engineering College
Bachelor's degree, Computer Science Engineering
Adam Langsam's Morgan Stanley Experience February 2004 - March 2007
Job Chief Operating Officer at William Harris Investors, Inc
Industry Investment Management
Experience
William Harris Investors, Inc July 2012 - Present
Willaim Harris Investors, Inc. December 2009 - June 2012
Merrill Lynch May 2007 - April 2009
Morgan Stanley February 2004 - March 2007
Morgan Stanley February 2002 - February 2004
Morgan Stanley 2000 - 2002
Lehman Brothers 1995 - 2000
Lehman Brothers July 1990 - July 1993
Skills
Prime Brokerage, Hedge Funds, Equities, Hedging, Derivatives, Alternative Investments, Structured Products, Investment Strategies, Equity Derivatives, Wealth Management, Trading Systems, Options, Securities, Structuring, Asset Management, Structured, Asset, Institutional, Fund Of Funds, Finance
Education
University of Chicago 1993 — 1995
Master of Business Administration (M.B.A.), High Honors, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Economics
University of Arizona 1986 — 1988
William Harris Investors, Inc July 2012 - Present
Willaim Harris Investors, Inc. December 2009 - June 2012
Merrill Lynch May 2007 - April 2009
Morgan Stanley February 2004 - March 2007
Morgan Stanley February 2002 - February 2004
Morgan Stanley 2000 - 2002
Lehman Brothers 1995 - 2000
Lehman Brothers July 1990 - July 1993
Skills
Prime Brokerage, Hedge Funds, Equities, Hedging, Derivatives, Alternative Investments, Structured Products, Investment Strategies, Equity Derivatives, Wealth Management, Trading Systems, Options, Securities, Structuring, Asset Management, Structured, Asset, Institutional, Fund Of Funds, Finance
Education
University of Chicago 1993 — 1995
Master of Business Administration (M.B.A.), High Honors, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Economics
University of Arizona 1986 — 1988
Jason Connor, MBA's Morgan Stanley Experience February 2010 - May 2011
Job Associate at UBS
Industry Financial Services
Experience
UBS April 2012 - Present
Johns Hopkins University May 2011 - April 2012
Morgan Stanley February 2010 - May 2011
Capital Financial Partners July 2008 - March 2010
Merrill Lynch May 2007 - August 2007
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of Maryland College Park 2004 — 2008
Bachelors, Economics
UBS April 2012 - Present
Johns Hopkins University May 2011 - April 2012
Morgan Stanley February 2010 - May 2011
Capital Financial Partners July 2008 - March 2010
Merrill Lynch May 2007 - August 2007
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of Maryland College Park 2004 — 2008
Bachelors, Economics
Phil Davies's Morgan Stanley Experience April 2009 - Present
Job
Industry Financial Services
Experience
Morgan Stanley April 2009 - Present
Goldman Sachs August 1995 - April 2009
Education
University of Birmingham 1991 — 1995
M.Eng, Civil Engineering with Management
Morgan Stanley April 2009 - Present
Goldman Sachs August 1995 - April 2009
Education
University of Birmingham 1991 — 1995
M.Eng, Civil Engineering with Management
David Turetzky's Morgan Stanley Experience January 2006 - February 2008
Job Senior Vice President , Branch Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2008 - Present
Morgan Stanley January 2006 - February 2008
Morgan Stanley January 2003 - January 2006
Morgan Stanley January 2002 - January 2003
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Series 7, Series 63, Series 3, series 9, Series 10, Series 31, Series 65, FINRA, Asset Allocation, Securities, Finance, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Investments, Series 24, Relationship Management
Education
University of Bridgeport 1981 — 1985
BS, Liberal Arts
Morgan Stanley Wealth Management February 2008 - Present
Morgan Stanley January 2006 - February 2008
Morgan Stanley January 2003 - January 2006
Morgan Stanley January 2002 - January 2003
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Series 7, Series 63, Series 3, series 9, Series 10, Series 31, Series 65, FINRA, Asset Allocation, Securities, Finance, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Investments, Series 24, Relationship Management
Education
University of Bridgeport 1981 — 1985
BS, Liberal Arts
Hillary Pankey's Morgan Stanley Experience March 2010 - May 2011
Job Oversight & Control Project Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2012 - Present
JPMorgan Chase & Co. May 2011 - November 2012
Morgan Stanley March 2010 - May 2011
Pitney Bowes Inc January 2008 - March 2010
UBS Investment Bank June 2007 - December 2007
Skills
PowerPoint, Management, Banking, Project Management, Microsoft Office, Microsoft Excel, Leadership, Process Improvement, Microsoft Word
Education
University of Bridgeport 2003 — 2007
Bachelor of Arts (B.A.), International Political Economy and Diplomacy
JPMorgan Chase & Co. November 2012 - Present
JPMorgan Chase & Co. May 2011 - November 2012
Morgan Stanley March 2010 - May 2011
Pitney Bowes Inc January 2008 - March 2010
UBS Investment Bank June 2007 - December 2007
Skills
PowerPoint, Management, Banking, Project Management, Microsoft Office, Microsoft Excel, Leadership, Process Improvement, Microsoft Word
Education
University of Bridgeport 2003 — 2007
Bachelor of Arts (B.A.), International Political Economy and Diplomacy
Caroline (Stanek) Camp's Morgan Stanley Experience September 2014 - Present
Job Operations Service Associate
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Starkey Hearing Technologies November 2013 - September 2014
Starkey Hearing Technologies October 2012 - November 2013
Alpha Video June 2006 - October 2012
Choices for Children June 2009 - April 2011
Fraser March 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Great Plains Software, Goldmine, Customer Service, PowerPoint, Intellidesk, Healthcare, Data Entry, Marketing, Leadership, Social Media, Time Management
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelor of Arts, Psychology
University of Arizona 2007 — 2008
Bachelor of Arts, Pre-Special Education
Morgan Stanley September 2014 - Present
Starkey Hearing Technologies November 2013 - September 2014
Starkey Hearing Technologies October 2012 - November 2013
Alpha Video June 2006 - October 2012
Choices for Children June 2009 - April 2011
Fraser March 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Great Plains Software, Goldmine, Customer Service, PowerPoint, Intellidesk, Healthcare, Data Entry, Marketing, Leadership, Social Media, Time Management
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelor of Arts, Psychology
University of Arizona 2007 — 2008
Bachelor of Arts, Pre-Special Education
Al DiNatale's Morgan Stanley Experience May 2013 - October 2013
Job Software Developer at GE
Industry Computer Software
Experience
GE Capital January 2015 - Present
Covisint via Lochbridge December 2013 - December 2014
Morgan Stanley May 2013 - October 2013
University of Birmingham’s School of Computer Science September 2011 - December 2012
Ericsson (Contract) August 2010 - September 2011
AT&T Mobility March 2007 - April 2010
Cingular Wireless July 2005 - March 2007
Rural Cellular Corporation October 2004 - July 2005
Nortel Networks March 2004 - July 2004
Nortel Networks October 2000 - January 2003
Skills
Java, JavaScript, jQuery, Underscore.js, Backbone.js, Python, Scala, Android Development, Eclipse, SoapUI, Oracle SQL Developer, Maven, Jenkins, Rally, Sonar, Agile Methodologies, Scrum, Visual Basic, PostgreSQL, Tortoise SVN, JGrasp, Matlab, GSM, UMTS, RF, Testing, Mobile, RF Engineering, Putty, ProComm, MapInfo, Atoll, Planet, TEMS, Amdocs Clarify, Telegence, Prospect
Education
The University of Birmingham 2011 — 2012
Master of Science (MSc), Computer Science
Western Michigan University 1994 — 1999
Bachelor of Science, Electrical Engineering
GE Capital January 2015 - Present
Covisint via Lochbridge December 2013 - December 2014
Morgan Stanley May 2013 - October 2013
University of Birmingham’s School of Computer Science September 2011 - December 2012
Ericsson (Contract) August 2010 - September 2011
AT&T Mobility March 2007 - April 2010
Cingular Wireless July 2005 - March 2007
Rural Cellular Corporation October 2004 - July 2005
Nortel Networks March 2004 - July 2004
Nortel Networks October 2000 - January 2003
Skills
Java, JavaScript, jQuery, Underscore.js, Backbone.js, Python, Scala, Android Development, Eclipse, SoapUI, Oracle SQL Developer, Maven, Jenkins, Rally, Sonar, Agile Methodologies, Scrum, Visual Basic, PostgreSQL, Tortoise SVN, JGrasp, Matlab, GSM, UMTS, RF, Testing, Mobile, RF Engineering, Putty, ProComm, MapInfo, Atoll, Planet, TEMS, Amdocs Clarify, Telegence, Prospect
Education
The University of Birmingham 2011 — 2012
Master of Science (MSc), Computer Science
Western Michigan University 1994 — 1999
Bachelor of Science, Electrical Engineering
Kimberly Fletcher's Morgan Stanley Experience 2006 - Present
Job Branch Manager's Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Matador Capital Management 2004 - 2006
MBNA 2001 - 2004
Quality Digital Office Technology October 2000 - July 2001
The Business Edge, Inc. August 1998 - September 2000
Skills
Customer Relations, Microsoft Office, Office Administration, Event Planning, Sales Support, Inside Sales, Internal Communications, Credit Risk, Project Coordination, Customer Service, Social Media, Reuters, ThomsonOne, Adobe Acrobat, PeopleSoft, Salesforce.com, Goldmine, QuickBooks, P2P, Cliqbook, Concur, Microsoft Publisher
Education
University of Baltimore 2005 — 2011
Bachelor of Science
York Technical Institute 1997 — 1999
Associate
Morgan Stanley 2006 - Present
Matador Capital Management 2004 - 2006
MBNA 2001 - 2004
Quality Digital Office Technology October 2000 - July 2001
The Business Edge, Inc. August 1998 - September 2000
Skills
Customer Relations, Microsoft Office, Office Administration, Event Planning, Sales Support, Inside Sales, Internal Communications, Credit Risk, Project Coordination, Customer Service, Social Media, Reuters, ThomsonOne, Adobe Acrobat, PeopleSoft, Salesforce.com, Goldmine, QuickBooks, P2P, Cliqbook, Concur, Microsoft Publisher
Education
University of Baltimore 2005 — 2011
Bachelor of Science
York Technical Institute 1997 — 1999
Associate
Mark Asteris's Morgan Stanley Experience July 1991 - Present
Job managing director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1991 - Present
Skills
Convertible Bonds, Program Trading, Equity Derivatives, Equities, equity swaps, Equity Swaps, Hedge Funds, Capital Markets, Prime Brokerage, Electronic Trading, Trading Systems, Swaps, Options, Credit Derivatives, Equity Trading
Education
University of Bristol
Bachelor of Science (BSc)
Morgan Stanley July 1991 - Present
Skills
Convertible Bonds, Program Trading, Equity Derivatives, Equities, equity swaps, Equity Swaps, Hedge Funds, Capital Markets, Prime Brokerage, Electronic Trading, Trading Systems, Swaps, Options, Credit Derivatives, Equity Trading
Education
University of Bristol
Bachelor of Science (BSc)
Connor O'Neill's Morgan Stanley Experience December 2012 - Present
Job Trader Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Morgan Stanley June 2011 - November 2012
T. Rowe Price September 2010 - December 2010
The New York Times July 2010 - September 2010
The New York Times December 2009 - February 2010
The New York Times May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Windows, Outlook
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
University of Auckland 2010 — 2010
Fordham Preparatory School 2003 — 2007
Morgan Stanley December 2012 - Present
Morgan Stanley June 2011 - November 2012
T. Rowe Price September 2010 - December 2010
The New York Times July 2010 - September 2010
The New York Times December 2009 - February 2010
The New York Times May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Windows, Outlook
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
University of Auckland 2010 — 2010
Fordham Preparatory School 2003 — 2007
Kunzah Mirza's Morgan Stanley Experience August 2014 - Present
Job Legal & Compliance
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Mercy Medical Center, Baltimore, MD December 2013 - February 2014
Center for Juvenile Justice May 2012 - August 2012
Pasquerilla Performing Arts Center September 2010 - April 2011
Vector Marketing June 2010 - August 2010
University of Pittsburgh at Johnstown February 2010 - April 2010
Skills
Microsoft Office, International Relations, Customer Service, Political Science, Economics, Leadership, Strategic Planning, Problem Solving, Legal Research, Legal Documents, Writing, Political Campaigns, Political Economy, Political Communication, Comparative Politics, Coordination, Financial Risk, Mac OS X, Spreadsheets
Education
University of Baltimore 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Maryland Baltimore County 2011 — 2013
Bachelor's Degree, Political Science
University of Pittsburgh-Johnstown 2009 — 2011
Political Science
Morgan Stanley August 2014 - Present
Mercy Medical Center, Baltimore, MD December 2013 - February 2014
Center for Juvenile Justice May 2012 - August 2012
Pasquerilla Performing Arts Center September 2010 - April 2011
Vector Marketing June 2010 - August 2010
University of Pittsburgh at Johnstown February 2010 - April 2010
Skills
Microsoft Office, International Relations, Customer Service, Political Science, Economics, Leadership, Strategic Planning, Problem Solving, Legal Research, Legal Documents, Writing, Political Campaigns, Political Economy, Political Communication, Comparative Politics, Coordination, Financial Risk, Mac OS X, Spreadsheets
Education
University of Baltimore 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Maryland Baltimore County 2011 — 2013
Bachelor's Degree, Political Science
University of Pittsburgh-Johnstown 2009 — 2011
Political Science
Michael Finarelli's Morgan Stanley Experience April 2002 - September 2003
Job Consumer Goods Analyst, The Motley Fool
Industry Media Production
Experience
The Motley Fool November 2014 - Present
The Motley Fool August 2013 - November 2014
The Motley Fool March 2012 - August 2013
EthosGen, LLC April 2008 - January 2012
T. Rowe Price April 2006 - January 2008
T. Rowe Price June 2004 - April 2006
Morgan Stanley April 2002 - September 2003
Skills
Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Series 7, Investment Management, Financial Modeling, Accounting, Fixed Income, Asset Managment, Risk Management, Event Planning, Resume Writing, Market Research, Valuation, Asset Management, Finance, Equities, Portfolio Management
Education
University of Baltimore 2004 — 2006
Master's of Science, Finance
King's College, Wilkes 1997 — 2001
B.S, International Business
The Motley Fool November 2014 - Present
The Motley Fool August 2013 - November 2014
The Motley Fool March 2012 - August 2013
EthosGen, LLC April 2008 - January 2012
T. Rowe Price April 2006 - January 2008
T. Rowe Price June 2004 - April 2006
Morgan Stanley April 2002 - September 2003
Skills
Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Series 7, Investment Management, Financial Modeling, Accounting, Fixed Income, Asset Managment, Risk Management, Event Planning, Resume Writing, Market Research, Valuation, Asset Management, Finance, Equities, Portfolio Management
Education
University of Baltimore 2004 — 2006
Master's of Science, Finance
King's College, Wilkes 1997 — 2001
B.S, International Business
Clayton Moore's Morgan Stanley Experience 2008 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Banc of America Securities 2004 - 2008
Instinet Corporation 2000 - 2004
Bridge Information Systems 1993 - 2000
Skills
Electronic Trading, Trading Systems, Program Trading, Market Data, Market Structure, Equity Trading, ETFs, Equities, Series 7, Options, Series 63, Low Latency, Trading, Derivatives, Hedge Funds, Equity Derivatives, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Trading Strategies, Series 24, FX trading, Swaps
Education
University of Arizona 1989 — 1993
BS, Finance
Morgan Stanley 2008 - Present
Banc of America Securities 2004 - 2008
Instinet Corporation 2000 - 2004
Bridge Information Systems 1993 - 2000
Skills
Electronic Trading, Trading Systems, Program Trading, Market Data, Market Structure, Equity Trading, ETFs, Equities, Series 7, Options, Series 63, Low Latency, Trading, Derivatives, Hedge Funds, Equity Derivatives, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Trading Strategies, Series 24, FX trading, Swaps
Education
University of Arizona 1989 — 1993
BS, Finance
tom jett's Morgan Stanley Experience August 1988 - March 1999
Job Fixed income institutional sales at Bank of Oklahoma
Industry Financial Services
Experience
Bank of Oklahoma January 2013 - Present
Wells Fargo Bank January 2002 - November 2012
Morgan Stanley August 1988 - March 1999
Skills
Series 7, Series 63, Fixed Income, Bonds, Bloomberg, Series 9&10
Education
University of Arkansas at Fayetteville 1969 — 1975
Business Administration and Management, General
Bank of Oklahoma January 2013 - Present
Wells Fargo Bank January 2002 - November 2012
Morgan Stanley August 1988 - March 1999
Skills
Series 7, Series 63, Fixed Income, Bonds, Bloomberg, Series 9&10
Education
University of Arkansas at Fayetteville 1969 — 1975
Business Administration and Management, General
Tony Bainbridge's Morgan Stanley Experience 2011 - September 2014
Job Audit Director at SunTrust
Industry Investment Banking
Experience
SunTrust September 2014 - Present
Morgan Stanley 2011 - September 2014
Deutsche Bank November 2006 - August 2011
Barclays Investment Bank January 2000 - November 2006
Barclays Investment Bank October 1997 - January 2000
West Merchant Bank (WestLB) September 1996 - October 1997
NatWest Markets October 1994 - September 1996
KPMG UK August 1990 - September 1994
BP Research Centre August 1988 - August 1989
Skills
Operational Risk..., Capital Markets, Internal Audit, Investment Banking, Financial Risk, Enterprise Risk..., Auditing, Internal Controls, Market Risk, Fixed Income, New Product Approvals, Operations, Investigations
Education
University of Bath 1986 — 1990
Chemistry
SunTrust September 2014 - Present
Morgan Stanley 2011 - September 2014
Deutsche Bank November 2006 - August 2011
Barclays Investment Bank January 2000 - November 2006
Barclays Investment Bank October 1997 - January 2000
West Merchant Bank (WestLB) September 1996 - October 1997
NatWest Markets October 1994 - September 1996
KPMG UK August 1990 - September 1994
BP Research Centre August 1988 - August 1989
Skills
Operational Risk..., Capital Markets, Internal Audit, Investment Banking, Financial Risk, Enterprise Risk..., Auditing, Internal Controls, Market Risk, Fixed Income, New Product Approvals, Operations, Investigations
Education
University of Bath 1986 — 1990
Chemistry
Debbie Coyle's Morgan Stanley Experience January 2000 - April 2006
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2006 - Present
Morgan Stanley January 2000 - April 2006
Education
University of Arizona 1986 — 1988
Master of Science (MS), Exercise Physiology
University of Michigan 1982 — 1986
Bachelor of Science (BS), Kinesiology and Exercise Science
Ameriprise Financial Services, Inc. April 2006 - Present
Morgan Stanley January 2000 - April 2006
Education
University of Arizona 1986 — 1988
Master of Science (MS), Exercise Physiology
University of Michigan 1982 — 1986
Bachelor of Science (BS), Kinesiology and Exercise Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS